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2021-2026 INCOME QUALIFIED PROGRAMAPPLICATION UPDATE: CARE & ENERGYSAVINGS ASSISTANCE PROGRAMLIOB Q3 Board Meeting, San YsidroSeptember 16, 20191
Southern California Gas CompanyCalifornia Alternate Rates for EnergyDRAFT – FOR DISCUSSION PURPOSES ONLY2
CARE Program Performance 8%Los 4%San Bernardino152,196112%San Luis Obispo20,91068%Santa tal1,683,53795%*County* 2019 YTD through August 2019, as reported in the IOU ESA-CARE Monthly Report.DRAFT – FOR DISCUSSION PURPOSES ONLY
CARE Budget 2021-2026 EstimatedOutreach3%Processing, Regulatory, IT3%Adminstration& Other1%Budget CategoryEstimatedOutreach 5,059,166Processing, Regulatory, IT4,197,161CHANGES 437,502General Administration 953,792SUBTOTAL MGMT BUDGET 10,647,621Subsidies & Benefits 132,351,979TOTAL PROGRAM BUDGET 142,999,600Subsidies93%DRAFT – FOR DISCUSSION PURPOSES ONLY
CARE Program Challenges andOpportunities Post 2020Challenges Fear is a barrier to enrollment. Customer concerns regarding fraud,scams and immigration status. Customer hesitation in providingpersonal information. Attrition continues to providechallenges. Recertification and post-enrollmentverification requirements posechallenges to retaining customers Discount not seen as worth the effortto enroll. Reaching remaining eligiblecustomers. In LA, 1 in 4 are living in poverty; inCA, 14.3%*Opportunities Program enrollment by channel ismore diverse. In 2017, 75% of CARE enrollments viapaper (30% YTD) Currently, 1 in 3 customers enrollonline Modify outreach and marketingstrategies to align with enrollmenttrends. Leverage trusted CBO network tohelp carry the message and helpenroll customers.*Public Policy Institute of California, CPM (California Poverty Measure, July 2018) DRAFT – FOR DISCUSSION PURPOSES ONLY5
2021-2026 CARE Program Targets010203Maintain andimprove currentpenetration rate –95%*.Maintain currentbudget targets –with allowances forinflation.Continue currentprogram elements,service deliveriesand strategies thathave proven to besuccessful.* 2019 YTD through August 2019, as reported in the IOU ESA-CARE Monthly Report.DRAFT – FOR DISCUSSION PURPOSES ONLY6
2021-2026 CARE Program InitiativesIncreaseIncrease CARE discount from 20% to 25%RefreshRefresh probability model to help retain the most likely-to-be eligible customers.ChangeChange recertification frequency for Expanded CARE Program from two to four years.AutomateRetainAutomate recertification mailing to Expanded CARE Program.Retain fixed-income and verified customers (1-2 in the household) by exemption from futurerecertification requests.ExpandExpand partnerships with CBOs, focusing on DACs and areas of extreme poverty.DevelopDevelop focused messaging & data analytics for hard-to-reach customers.UtilizeImplementUtilize text messaging to reach eligible customers.Implement a tablet enrollment program for customer self-enrollment at community events.DRAFT – FOR DISCUSSION PURPOSES ONLY7
Southern California Gas CompanyEnergy Savings Assistance ProgramDRAFT – FOR DISCUSSION PURPOSES ONLY8
Developing the ESA ProgramDefiningDefining targeted customer segments for measure qualification.UtilizingUtilizing existing internal and third-party data to better target underserved segments andhigh energy savings opportunitiesEvaluatingEvaluating technology options to improve customer experience and overcome trust barriersAssessingAssessing the non-deed restricted MF market segment to identify potential opportunities fora CAM offering.DevelopingDeveloping other program elements including workforce education and training, leveragingopportunities with Edison, municipality utilities, and CBOs and developing the MF wholebuilding program design.DRAFT – FOR DISCUSSION PURPOSES ONLY9
Key Findings on Barriers to Participation1. Trust and security are a primary concern for customers. Uninvited contact at customers’ homes is unwelcome. Customers demonstrate heightened concerns regarding fraudand scams.2. Program elements are confusing. Misconceptions regarding program’s eligibility requirements.3. Customers desire more control. Self-made appointments are highly preferred. Multiple touch points and advanced notice are needed beforecustomers are receptive to doorknockers.DRAFT – FOR DISCUSSION PURPOSES ONLY10
ESA Program Path to InnovationBalancedeeper energysavings withhealth, comfortand vetargeting ofmeasuresStreamlineprogramenrollmentRebuildESA fromtheground upImplementinnovativesolutionsDRAFT – FOR DISCUSSION PURPOSES ONLY
ESA Program Path to InnovationEnhancing EnergyEducation offeringsCreating multiple venues forofferings Online, ongoing, self-service, multilanguage.Broaden the reach of EnergyEducation Beyond the household memberpresent at the time.Customize program messagingbased on household composition.Home Energy Reports.Balance deeper energysavings with health,comfort and safetyEarly replacement of space heatersand water heaters.Fully incorporate smart thermostatsinto the current set of measures.Focus on health, comfort and safetyNEW! CO DetectorsNEW! Smoke AlarmsNEW! FAU FiltersNEW! Range hoodsDRAFT – FOR DISCUSSION PURPOSES ONLY
ESA Program Path to InnovationEffective Targetingof MeasuresStreamline ProgramEnrollmentFocus on high energyusers, disadvantagedcommunities, tribalcommunities, medicalbaseline. Utilize home energyaudits.Revamping servicedelivery Put the customer incontrol. Previous unwilling maynow be willing.Streamline Measurequalification Add ability to assessspace heating and waterheating upfront.Utilize Technology toImprove CustomerExperience Online and theSmartphone appFocus on earlyreplacement of wallfurnaces.Expand enrollmentsbeyond in-home online.ImplementInnovative SolutionsLeverage partnershipswith CBOs, andmunicipal, water andelectric utilities.Focus on Multifamily Continue to Offer CAMand in-unit for deedrestricted. Non-deed restricted CAMwith copay or incentive. Solicit the MultifamilyWhole Building Program.DRAFT – FOR DISCUSSION PURPOSES ONLY
Multifamily Whole Building Approach Across the four IOUs, SoCalGas has: 42% of multifamily low income households 41% of buildings that house low income multifamily households SoCalGas’ partnership with LADWP (the largest municipal utility in the US)provides gas, electric and water measures to multifamily customers utilizingSoCalGas’ network of ESAP contractors. The partnership was initiated in 2016and has comprehensively treated 20,568 MF homes through July of 2019.Conduct a 1 Stage (RFP) Solicitation Process for Multifamily Whole Building SegmentApply lessons learned from Energy Efficiency procurement processEncourage collaboration with electric, water and municipal utilitiesUtilize a Procurement Review GroupWhole Building Multifamily ProgramDesigned, Proposed and Implemented by Third-Party ImplementersDRAFT – FOR DISCUSSION PURPOSES ONLY14
2021-2026 ESA Program Budgets and GoalsSoCalGas is referring to the approved budget from D.16-11-022 to planthe 2021-2026 ESA program budgets.2015201620173 Year TotalAverage 119,310,646 126,782,639 129,251,729 375,345,014 125,115,005DRAFT – FOR DISCUSSION PURPOSES ONLY15
ESA Program Policy Changes» Increased Flexibility in ProgramAdministration Addition of new measures» Modifications to current Policy andProcedures Manual beyond the home and online participationfor enrollments and energy education energy education and “simple” measures to beprovided based on self-certified income level only self-serve measure installation for eligible customer assess, repair, and replace appliances prior toNGAT.DRAFT – FOR DISCUSSION PURPOSES ONLY16
ESA Program ImplementationStrategyNew measures, programservices and other ngcontracts andpotential newserviceprocurementQuick hitimplementationPhased inimplementationDRAFT – FOR DISCUSSION PURPOSES ONLY17
SoCalGas Utility ContactsESA Program – Mark Aguirre, Program ManagerMAguirre2@semprautilities.comCARE Program andMarketing & Outreach – Octavio Verduzco, Program ManagerOVerduzco@semprautilities.comRegulatory Policy & Reporting – Erin Brooks, Policy ManagerEPBrooks@semprautilities.comDRAFT – FOR DISCUSSION PURPOSES ONLY18
Questions?DRAFT – FOR DISCUSSION PURPOSES ONLY19
42% of multifamily low income households 41% of buildings that house low income multifamily households SoCalGas' partnership with LADWP (the largest municipal utility in the US) provides gas, electric and water measures to multifamily customers utilizing SoCalGas' network of ESAP contractors. The partnership was initiated in 2016
