BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA

Transcription

1 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Company (U -E) for Approval of its Energy Savings Assistance and California Alternate Rates for Energy Programs and Budgets for Program Years And Related Matters Application (Filed November 1, 01) A A.1--0 A.1--0 SOUTHERN CALIFORNIA EDISON COMPANY S (U -E) AMENDMENT TO THE 01 ANNUAL REPORT FOR 01 LOW INCOME ASSISTANCE PROGRAMS FADIA RAFEEDIE KHOURY R. OLIVIA SAMAD Attorney for SOUTHERN CALIFORNIA EDISON COMPANY Walnut Grove Avenue Post Office Box 00 Rosemead, California Telephone: () 0- Facsimile: () 0- Olivia.Samad@sce.com Dated: November 1, 01

2 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Company (U -E) for Approval of its Energy Savings Assistance and California Alternate Rates for Energy Programs and Budgets for Program Years And Related Matters Application (Filed November 1, 01) A A.1--0 A.1--0 SOUTHERN CALIFORNIA EDISON COMPANY (U -E) AMENDMENT TO THE 01 ANNUAL REPORT FOR 01 LOW INCOME ASSISTANCE PROGRAMS Company (SCE) submitted its 01 Energy Savings Assistance (ESA) and California Alternate Rates for Energy (CARE) Programs Annual Report on May 1, 01. The Annual Report was served on the parties to the Low Income Application proceeding. Recently, errors were discovered within some tables in the Annual Report. SCE used two different data sources to complete tables for the Annual Report wherein SCE inadvertently used the installation costs rather than actual program expenditures. Thus, SCE submits the following corrected tables in Appendix A: ESA Tables 1,,,,,,, and 1, as well as CARE Table 1. The corrections are shown in redline. 1

3 Respectfully submitted, FADIA RAFEEDIE KHOURY R. OLIVIA SAMAD /s/ R. Olivia Samad By: R. Olivia Samad Attorney for SOUTHERN CALIFORNIA EDISON COMPANY Walnut Grove Avenue Post Office Box 00 Rosemead, California Telephone: () 0- Facsimile: () 0- Dated: November 1, 01

4 Appendix A ESA and CARE Program Amended Tables

5 Energy Savings Assistance Program and CARE Program 01 Summary Highlights 01 Energy Savings Assistance Program Summary 01 Authorized / Planning Assumptions Actual % Budget $,,0 1% $1,1,1 0% $1,0, Homes Treated,,1 % kwh Saved,,0 kw Demand Reduced,1. Therms Saved N/A 01 CARE Program Summary 01 Authorized Budget Actual % Administrative Expenses $,01,0 $,1, % Subsidies $1,00,000 $,, % Service Establishment Charge Total Program Costs and Discounts $,1,0 $,,1 % 01 CARE New Enrollments Automatically Enrolled via Data Sharing, ESA Participation, etc Self Certified as Categorically Eligible Self Certified as Income Eligible Method,1 1,0,1 01 CARE Penetration Estimated Eligible Participants Participants Penetration Rate Total Enrolled 1,, 1,1,0 % 01 ESA Program Expenditures by Measure Group Energy Enclosure, 0% Education, Domestic Water Heater, 0% HVAC #DIV/0! % % 100. Maintenance #DIV/0! 1%. Lighting #DIV/0! % 0. Miscellaneous #DIV/0! % 0. Customer Enrollment #DIV/0! % 0 Appliances, % #DIV/0! % HVAC, % 1. Domestic Water Heater #DIV/0! 0% 001. Energy Education #DIV/0! % 0. Enclosure #DIV/0! 0% Customer Enrollment, % Miscellaneous, % Lighting, % Maintenance, 1%

6 A B C D E F G H I J PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 ESA Overall Program Expenses 01 Authorized Budget 01 Annual Expenses % of Budget Spent YTD ESA Program: Energy Efficiency Electric Gas Total Electric Gas Total Electric Gas Total $1,, $1,, % % Appliances Domestic Hot Water $1,01, $1,0 $1,01, $1,0 $1,0,1 $0,0 $1,0,1 $0,0 % % % % Enclosure $,0 $,0 HVAC Maintenance $,0,1 $, $,0,1 $, $1,,00 $, $1,,00 $, % 0% % 0% Lighting Miscellaneous $,,01 $,,1 $,,01 $,,1 $,,0 $,, $,,0 $,, 1% % 1% % 1 Customer Enrollment $,1, $,1, $,0 $,0 1% 1% 1 In Home Education $1,,0 $1,,0 $, $, 1 Pilot $0 $0 0% 0% $,, $,, % % 1 Energy Efficiency TOTAL 1 1 Training Center $,,1 $, $,,1 $, $,,0 $1, $,,0 $1, % % 1 Inspections $1,, $1,, General Administration $,,000 $,,000 $, $, $,,0 $,0,0 $1,1 $, $, $, $,,0 $,0,0 $1,1 $, $0,1 $0,1 % % 1 Marketing and Outreach $1,,000 $1,,000 $,0 $,0 % % Statewide Marketing Education Measurement and Evaluation 0 and Outreach 1 Studies $,000 $00,000 $,000 $00,000 $0 $, $0 $, 0% 0% 0% 0% Regulatory Compliance $0,000 $0,000 $, $, % % $,0,0 $,1,0 $,0,0 $,1,0 CPUC Energy Division $0,000 $0,000 $, $, $1,1,1 $1,1,1 TOTAL PROGRAM COSTS $,,0 $,,0 $1,0, $1,0, Funded Outside of ESA Program Budget Indirect Costs NGAT Costs 0 1 $ 1,1,1 $ 1,1,1 % % 1% 0% % % % % % % 1% 0% % % % % % % 1% 0% 1% 0%

7 Total Master-Metered Homes Treated Home, [1] 0 "Air Sealing / Envelope" may include outlet cover plate gaskets, attic access weatherization, weatherstripping - door, caulking and [] 1 Weatherization may consist of attic insulation, attic access weatherization, weatherstripping - door, caulking, & minor home repairs [] SCE's assumptions for treated homes are: A treated home is defined as an income qualified and assessed home that meets the MM Rule by receiving 1) three electric measures, or ) three gas masures, or ) combination of any three gas and electric measures, or ) one or two measures that achieve a minimum of 1 kwh savings, or ) one or two gas measures meeting the Therm threshold. SCE can offer in-home energy education in all treated homes. An income-qualified and assessed home that 1) meets the three measure minimum rule from a gas IOU, and ) has been assessed for all electric measures with a determination that none are feasible for installation is considered treated by SCE, regardless of whether SCE installs any additional measures. In these homes, SCE can share the cost of in-home energy education with the gas IOU and may count the home as treated. An income-qualified and assessed multi-family home that does not receive gas measures, but achieves the 1 kwh threshold through the installation of only CFLs, may be counted as treated and SCE can offer in-home energy education in these homes. An income-qualified and assessed home that does not receive any measures from SCE or a gas IOU is not considered treated and SCE cannot offer or incur cost for in-home energy education. [] Based on Attachment F of D [] A B C D E F G H PY 01 Energy Savings Assistance and CARE Programs Annual Report ESAP Table ESA Expenses and Energy Savings by Measures Installed PY Completed & Expensed Installations Measures Units Quantity Installed kwh [] (Annual) kw [] (Annual) Therms (Annual) Expenses [] ($) % of Expenditure Appliances High Efficiency Clothes Washer Refrigerators 1,1 1,00,1 1, $1,, % Microwaves Domestic Hot Water Water Heater Blanket Home, 0 $,1 0% Low Flow Shower Head Home, $, 0% Water Heater Pipe Insulation Home, 1 $,1 0% Faucet Aerator Home,1 $,0 0% Water Heater Repair/Replacement Thermostatic Shower Valve Enclosure Air Sealing / Envelope [1] Home, 1 $1, $1,1 0% Attic Insulation Home - - $, 0% HVAC FAU Standing Pilot Light Conversion Furnace Repair/Replacement $ 0% Room A/C Replacement 0,0 $,1 1% Central A/C Replacement 1, 1,1 $,,0 1% Heat Pump Replacement,0 1 $,1 0% Evaporative Coolers (Replacement) 0% Evaporative Coolers (Installation),,, $,, % Duct Testing and Sealing Home 1,,1 $,0 1% Maintenance Furnace Clean and Tune Home Central A/C Tune-up Home, 0,1 $, 1% Evaporative Cooler Maintenance Home Lighting Compact Fluorescent Lights (CFLs),,, $1,0,00 % Interior Hard wired CFL fixtures Exterior Hard wired CFL fixtures,0,1 $1, 0% Torchiere,1,0 $, 1% Occupancy Sensor LED Night Lights Miscellaneous Pool Pumps,,, 1,1 $,1, % Smart Power Strips,, $1,,0 % Pilots Customer Enrollment Outreach & Assessment Home,0 $,,0 % In-Home Education Home, $,0 % Total Savings,,0,1 $,, $,,0 Households Weatherized [] Home Homes Treated - Single Family Homes Treated Home,1 - Multi-Family Homes Treated Home, - Mobile Homes Treated Home, - Total Number of Homes Treated [] Home,1 # Eligible Homes to be Treated in 01 [] Home, % of Homes Treated % % All savings are calculated based on the PY0 Energy Savings Assistance Program Impact Evaluation Final Report, August 0, 01", when data are available, and other sources as described in Attachment A- of SCE's Testimony in Support of Application for Approval of Low Income Programs and Budgets for Program Years 01-01, filed May 1, 0. [] Costs exclude support costs that are included in Table 1.

8 A B C D E F G Program Year [] PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table ESA Program Cost-Effectiveness Utility Cost Test PY - Recorded [1] Ratio of Benefits Over Costs Net Benefits; $ Millions Total Resource Cost Test [] Modified Participant Test Utility Cost Test Total Resource Cost Test [] $(1.) $(1.) ($1.0) ($1.) Modified Participant Test $(.1) 01 ($.) $. $ (.1) $ (.) $ (.) $ (.) $ (.0) $ (.) $ (1.1) $ (.) $ (1.) $ (.) $ (1.) $ (1.) $ (.) $ (1.0) $ (.0) $ (1.) $ (.) $ (.1) $ (1.) $ (.) $ (1.) $ (1.) $ $ (.) $ (.1) $ $ (.) $ (.1) $ (0.1) $ (.) $ (.0) $ $ (.1) $ (.0) $ 0. E - Version SCE01 V1c [1] - Source of 01 data 01 Resource Benefits, E Calculator $ 0,,01 Utility NEB, LIPPT Workbook $,,0 Participant NEB, LIPPT Workbook $,,1 $1,1,1 Program Cost, E Calculator $1,0, $,,01 NPV Program Cost, E Calculator $,1,0 $,, NPV Utility Cost, E Calculator $,1, NPV Bill Savings, LIPPT $,, [] Data from prior years have been entered from prior ESA (LIEE) Annual Reports [] SCE calculated the Total Resource Cost Test results without non-energy benefits. The Commission directed the utilities to measure ESA program cost effectiveness using the Utility Cost Test and the Modified Participant Test with the appropriate non-energy benefits for each in D Purchased but un-used inventory is excluded from calculations PY 01 Energy Savings Assistance Program Annual Report PY - Recorded Ratio of Benefits Over Net Benefits; $ Millions Resource Resource ESACET ESACET TRC TRC Program Year 01 "Resource TRC" includes all measures listed as "Resource" in 01 Cost Effectiveness Working Group white paper and measures listed as "Uncertain" with TRC ratios at or above 1.0

9 Gas Customers (only) Owners - Total Renters - Total A B C D E F G 01 Energy Savings Customer Housing Type # Homes Treated (MWh) MW (mtherm*) Gas and Electric Customers Owners - Total Renters - Total Electric Customers (only) Owners - Total Renters - Total PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table Detail by Housing Type and Source Single Family Multi Family Mobile Homes Single Family Multi Family Mobile Homes Single Family, 1,,, Multi Family 1 1,0 1 Mobile Homes,,0, Single Family 1,,, 1,0 Multi Family,0,, 1 Mobile Homes, Single Family Multi Family Mobile Homes Single Family Multi Family Mobile Homes Totals:,1,,0,1 - Penetration History Year Homes Treated [] Ineligible & Unwilling [] Estimated Eligible in Current Year [] 00, 00, 00, 00,0 00,01 00, 00, 00 1,,, % 0,01 1,1, 1% 0,1,0, % 01,0 1,, % 01,01,, % 01, 0,, % 01,1,1, % Total Homes Treated since 00 1,1 Year Service Territory Territory service territory PG&E SDG&E SoCalGas, 0 1,,0 0 0, Current Year Penetration Rate for Homes Treated [1] Excluding indirect program costs. [] Homes treated since 00 are reported to track progress toward meeting the 00 Programmatic Initiative. [] Ineligible & Unwilling homes most typically include homes denied service due to the Modified Measure Minimum Rule. Other situations are when owners refuse to make required copayments, postponements are requested, owners do not grant approval or submit authorization forms, accounts are not active, homes have been served through another program such as LIHEAP, 0 documents are incomplete/missing, or customers are not interested. [] 1 Based on Attachment F of D Eligible Utility in Households in Shared Shared Service Eligible households treated by both utilities in shared 01 Expenses [1] N/A $,,1 $,,1 N/A $,1 $,0 N/A $,, $,0, N/A $1,0, $1,,1 N/A $,, $,,1 N/A $1,1 $,1 $1,1,1 $1,0,

10 01 Annual A B C D E F G PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table ESA Program Direct Purchases & Installation Contractors 1 Contractor Type (Check one or more if applicable) Contractor County [1] Private CBO WMDVBE LIHEAP Expenditures American Electric Supply, Inc. American Insulation, Inc. All 1 x x x $ $,1 1, Assert, Inc. x $,0 Autocell Electronics, Inc. [] All x x $ 01,0 Community Action Partnership x x x of San Bernardino County $,0 Community Action of Ventura County, x x $ 0, Energy Efficiency Resources, Inc. [] Energy Save All, x x x x $ $ 1,,1 1,, Environmental Assessment Services 1 x x 1 & Education of California $, FCI Management Consultants Ferguson Enterprises [] Gary's Pool Supplies [] Home Energy Assistance Living, Inc. Inter City Energy Systems, Inc. All All, 1 x x x x x x x x $ $ $ $ $,1 1,1,,01,,1, Inyo Mono Advocates for Community Action 1, x x $ - John Harrison Contracting, Inc., x x $,, Long Beach Community Services x x x Development Corp. $, Maravilla Foundation,,,, x x x $,0, Pacific Asian Consortium in Employment x x x $, Peace Officers for Green Environment,,,,, x x $,1,1 Proteus, Inc.,,,,,, x 1 $,0, Quality Conservation Services, Inc. 1 x $,1 Reliable Energy Management, Inc. 1,,,, x x $ 1,, Richard Heath and Associates, Inc. [] All x x $,1 Saving Energy Consulting Services, Inc., x x $,1 SEARS Commercial [] All x $, Synergy Companies 1 x $ 0,1 Tri-State Home Improvements, Inc.,, x x $,,01 Veterans in Community Services, Inc. x x $ 1, Village Solutions Foundation, x $ 0,01 Total Direct Purchases & Installations $,,1 [1] Legend for Counties Served 1 Inyo Orange Ventura Kern Riverside 1 Fresno Kings San Bernardino 1 Service clients from within the organization Los Angeles Santa Barbara 1 Service SCG customers only Mono Tulare [] Appliance Supplier [] Inspections

11 ,0 Dwellings % Appliances High Efficiency Clothes Washer Refrigerators Microwaves 1,1 0% 1,1 0% 1,, Domestic Hot Water Water Heater Blanket 1 Low Flow Shower Head 1 Water Heater Pipe Insulation 1 Faucet Aerator 1 Water Heater Repair/Replacement 1 Thermostatic Shower Valve 1 Enclosure Home Home Home Home 0% 0% 0% 0% 0% 0% 0% 0%,1,,1,0 Air Sealing / Envelope Home $ 1, A B C D E F G H I J K L M N O P Q R S PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table ESA Program Installation Cost of Program Installation Contractors Unit of Measure CBO/WMDVBE Non-CBO/WMDVBE 01 Program Total Installations Dwellings Costs Installations Dwellings Costs Units Cost/ Cost/ Units % Units % $ % Units % Units % $ % Installed Households Costs Unit Household,00 1.0%,1 $,, $ $,,0 $ 0% 0% $ 0% 0.0% 0.0% 0.0% 1,1 1,1 $ 1,, $ $ $ 0% 0.0% 0.0% 0.0% $,1 $0 $0 $ 0% 0.0% 0.0% 0.0% $, $ $ $ 0% 0.0% 0.0% 0.0% $,1 $1 $1 $ 0% 0.0% 0.0% 0.0% $,0 $ $ 0% 0.0% 0.0% 0.0% $1, $1,1 $ $ $ Attic Insulation Home 0% 0% $, 0.0% 0.0% $, $1,1 $1,1 HVAC FAU Standing Pilot Light Conversion Furnace Repair/Replacement 1 0% 1 0% $ 0% 1 1 $ $ $ Room A/C Replacement 0% 0% $,1 0% 0.0% 0.0% 0.0% $,1 $ $0 Central A/C Replacement 1, 0% 1, 0% $,,0 0% 0.0% 0.0% 0.0% 1, 1, $,,0 $, $,1 Heat Pump Replacement 0% 0 0% $,1 0% 0.0% 0.0% 0.0% 0 $,1 $, $, Evaporative Coolers (Replacement) Evaporative Coolers (Installation), 0%, 0% $,, 0% 0.0% 0.0% 0.0%,, $,, $0 $0 Duct Testing and Sealing Home 1, 0% 1, 0% $,0 0% 0.0% 0.0% 0.0% 1, 1, $,0 $0 $1 Maintenance Furnace Clean and Tune Home Central A/C Tune-up Home, 0%, 0% $, 0% 0.0% 0.0% 0.0%,, $, $ $ Evaporative Cooler Maintenance Home Lighting Compact Fluorescent Lights (CFLs),0 %,0 0% $ 1,, %,0 1.%,1.% $, 1.%,, $ 1,0,00 $ $ Interior Hard wired CFL fixtures Exterior Hard wired CFL fixtures,0 0% 1,01 0% $ 1, 0% 0.0% 0.0% 0.0%,0 1,01 $ 1, $ $1 Torchiere,0 %,0 % $ 0, %.%.% $ 1,.%,1,1 $, $ $ Occupancy Sensor LED Night Lights Miscellaneous Pool Pumps, 0%, 0% $,1, 0% 0.0% 0.0% 0.0%,, $,1, $1,0 $1,0 Smart Power Strips 0, % 0,00 % $ 1,1,0 %, 1.%, 1.% $, 1.%,, $ 1,,0 $ $ Pilots Customer Enrollment Outreach & Assessment Home, 0%, 0% $,,1 %,.1%,.1% $,.%,0,0 $,,0 $ $ In-Home Education Home,0 %,0 % $ 1,0 %, 1.1%, 1.1% $, 1.%,, $,0 $1 $1

12 1 1 A B C D E ESA Program: Labor [1] Non-Labor [] Contract [] Total Energy Efficiency Appliances $1,, $1,0,1 $ 1,0,1 Domestic Hot Water $ 0,0 $ 0,0 Enclosure $, $, $, HVAC $ 1,,00 $ 1,,00 Maintenance $, $, Lighting $,,0 $,,0 Miscellaneous $,, $,, $,,0 Customer Enrollment $,0,0 $,0,0 In Home Education PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures $,0 $, $, Pilot $ - $ - 1 Energy Efficiency TOTAL 1 $ - $ - 1 Training Center $,1 1, 1 Inspections $ 1, $,1 $,, $,,0 $,,0 $ $ 0, $1,.0 $,1 $1,1 $,1 $, $,1 $1, $0,1 $0,1 $,0 1 Marketing and Outreach $ () Statewide Marketing Education and Outreach Measurement and Evaluation Studies Regulatory Compliance $ $ (1,) 0,0 $ $,, $, $ $ $ -,, $, $,0,0 General Administration $ 1,, $, $, $,1,0 CPUC Energy Division $, $, $, TOTAL PROGRAM COSTS $,0,1 $,1 $1,1 $,, $,,1 $1,1,1 $1,0, [1] Labor costs include any internal direct (administrative and/or implementation) costs (indirect costs are a separate line item), burdened by overhead, that represents person hours. [] Non-Labor costs include all direct internal (administrative and/or implementation) costs (indirect costs are given as a separate line item) not covered under labor. [] Contract costs include all outsourced costs (administrative and/or implementation). Contract costs do not need to be further broken out by labor/non-labor. This category includes agency employees.

13 A B C D E F G H I PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures Reason Provided Customer/ Landlord Declined Program Measures or is Non- Responsive Customer Unavailable - Scheduling Conflicts Hazardous Environment (unsafe/unclean) Insufficient feasible Measures Ineligible Dwelling - Prior Program Participation [1] Household Income Exceeds Allowable Limits [1] Unable to Provide Required Documentation County Other Fresno Imperial Inyo Kern 0 1 1, 0 Kings 1 - Los Angeles 1 1, 0,, 1,01 Madera Mono Orange 0 0 -,1 1 1,01, Riverside 0 1,0,,,0 San Bernardino,0,0 1,,1 Sandiego Santa Barbara Tulare 0,1 1 Tuolumne Ventura 1 1 Total 1, 1,00 1,1,1 1,00, [1] Not considered "Unwilling" nor "Unable". Counts from these columns are not included in summary count of,1 Unwilling/Unable households elsewhere in report.

14 A B C D E F G PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures 01 Number Installed Per Measure Electric Impact - Average (kwh) [] Per Measure Gas Impact (Therms) Effective Useful Life (EUL) [] 01 Total Measure Life Cycle Bill Savings Appliances High Efficiency Clothes Washer Refrigerators 1,1 1 $ 1,1,1 Microwaves Domestic Hot Water Water Heater Blanket Home $, Low Flow Shower Head Home $ 0, Water Heater Pipe Insulation Home $, Faucet Aerator Home $, Water Heater Repair/Replacement Thermostatic Shower Valve Enclosure Air Sealing / Envelope Home $, Attic Insulation Home - HVAC FAU Standing Pilot Light Conversion Furnace Repair/Replacement Room A/C Replacement $,01 Central A/C Replacement 1, 1 1 $,01 Heat Pump Replacement 1 $, Evaporative Coolers (Replacement) Evaporative Coolers (Installation), 1 $,,1 Duct Testing and Sealing Home 1, 1 1 $, Maintenance Furnace Clean and Tune Home Central A/C Tune-up Home, 1 $, Evaporative Cooler Maintenance Home Lighting Compact Fluorescent Lights (CFLs), 1 $,, Interior Hard wired CFL fixtures Exterior Hard wired CFL fixtures,0 1 $, Torchiere,1 1 1 $ 1,1, Occupancy Sensor LED Night Lights Miscellaneous Pool Pumps, 1, $,1,0 Smart Power Strips, $, Pilots Total Homes Served By the Program,1 $,, Life Cycle Bill Savings Per Home $.1 [1] Net Present Values of Lifecycle Bill Savings [1] []

15 A B C PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures Year $/kwh [1] $/Therm N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 0 0. N/A 0 0. N/A N/A 0 0. N/A N/A 0 0. N/A 0 0. N/A N/A

16 A B C D E PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures Program Year [1] Program Costs [1] Program Lifecycle Bill [] [] Savings Program Bill Savings/ Cost Ratio Per Home Average Lifecycle Bill [] [] Savings 01 $,, $,1, 0. $ $,0,1 $0,, 0. $. $1,1, $1,0, $,, 0. $.1

17 1 0 1 ESA Program: Energy Efficiency A B C D E F G H I J K L M N O P Q R S T U V W PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures Program Year 01 Electric Budget - Top Section Gas $1,, $1,, Appliance $ 1,01, $ - $ 1,01, $1,0,1 $ - $1,0,1 Domestic Hot Water $ 1,0 $ - $ 1,0 $0,0 $ - $0,0 $, $, Enclosure $,0 $ - $,0 $, $ - $, HVAC Maintenance Lighting Miscellaneous $,0,1 $, $,,01 $,,1 $ - $ - $ - $ - $,0,1 $, $,,01 $,,1 $1,,00 $, $,,0 $,, $ - $ - $ - $ - $1,,00 $, $,,0 $,, $,,0 $,,0 1 Customer Enrollment $,1, $ - $,1, $,0,0 $ - $,0 $,0,0 $,0 1 In Home Education 1 Pilot $ 1,,0 $ - $ - $ - $ 1,,0 $ - $, $ - $ - $, Energy Efficiency TOTAL $,,1 $ - $,,1 Training Center $, $ -, Inspections $ 1,, $ - $ 1,, Marketing and Outreach $ 1,,000 $ - $ 1,,000 Expenditures Total Authorized Electric Gas $,, $,,0 $ - Total Expenditures $,, $,,0 $ $1, $ - $1, $1,1 $1,1 $, $ - $, $0,1 $0,1 $,0 $ - $,0 (Shift) or Carried Forward (Budget - Expenditures = Carry Back from Carry Forward from () Shift of () Shift of Variance) Carry Forward Carry Back Electric Gas Gas Total Electric Gas Total Electric Gas Total Total Shifted Gas/ Electric [1] % of Authorized Total Fund Shifting Source 1. Current Year Authorized. Carried Forward. Carried Back To/From Year Fund Shift Description Authorization Statewide ME&O [] M&E Studies [] Regulatory Compliance [] $,000 $ 00,000 $ 0,000 $ - $ - $ - $,000 $ 00,000 $ 0,000 $0 $, $, $ - $ - $ - $0 $, $, $,0,0 $,0,0 General Administration [] $,,000 $ - $,,000 $,1,0 $ - $,1,0 CPUC Energy Division [] $ 0,000 $ - $ 0,000 $, $ - $, TOTAL PROGRAM COSTS $1,1,1 $1,1,1 0 $,,0 $ - $,,0 $1,0, $ - $1,0, Carry Forward from Prior Years 1 $x,xxx,xxx $ - $ - $ - $ - Carry Back from Future Years $ - $ - $ - TOTAL PROGRAM INCLUDING CARRY FORWARD / $1,1,1 $1,1,1 CARRY BACK $,,0 $ - $,,0 $1,0, $ - $1,0, Numbers reported in standard accounting format, with negative amounts displayed in parentheses ($xxx.xx). Prior written authorization from the Commission is required before the utilities can shift into or out of these categories.

18 PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures Number of customers Type of Enrollment treated [1] Women, Infants, and Children Program (WIC), Supplemental Security Income (SSI),0 CalFresh/Supplemental Nutrition Assistance Program - Food Stamps 1, CalWORKs/Temporary Assistance for Needy Families (TANF) Tribal TANF Medicaid/Medi-Cal for Families Healthy Families A&B - National School Lunch Program (NSLP) - Free Lunch Low-income Home Energy Assistance Program (LIHEAP) - Bureau of Indian Affairs General Assistance - Head Start Income Eligible - (Tribal Only) - Other (specify) - [1] Number of customers treated reflects categorical programs selected by customer. Please note in some case customer select more than one eligible program for a single account.

19 A B C D E F G H I J Coordination Type [1] Partner Brief Description of Effort Leveraging, Program Coordination, Datasharing Grid Alternatives (Single-family Affordable Solar Homes (SASH ) program administrator) Leveraging, Datasharing Other IOU ESA Programs (SCG, PG&E, SWG, Datasharing) Interdepartmental Integration, Program Coordination Interdepartmental Integration, Program Coordination Interdepartmental Integration, Program Coordination Interdepartmental Integration, Program Coordination Program Coordination Shared Marketing Materials & Resources Shared Marketing Materials & Resources Shared Marketing Materials & Resources Shared Marketing Materials & Resources Joint Contractor Across Programs G.A. shares with SCE low income leads of homes on which they intend to install solar panels. SCE ensures those homes have been or will be enrolled in ESA. IOUs share lists of homes served in joint territories. Welcome Kit:, postcards mailed to new and transferring CARE and non-care customers. Leads customers to Web page where financial assistance programs (e.g.: ESA) are featured., welcome s to new and transferring CARE and non-care customers. Leads customers to Web page where financial assistance programs (e.g.: ESA) are featured. 0,000 Energy Guides with useful conservation tips and relevant solutions for seniors, used by Consumer Affairs at community events. Energy guide includes information on ESA. Bill Onsert: Article on resources to help reduce your bill provided to ~. million customers, and included ESA. SCE used existing CMHP (Mobile Home program) contractor to also complete ESA applications and assessments for Mobile Homes. [1] Leveraging, Interdepartmental integration, Program Coordination, Data Sharing, ME&O, etc. PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures Relationship outside the IOU? MOU Present? Amount of Dollars Saved [] Amount of Energy Savings [] Other Measureable Benefits [] Enrollments Resulting from Leveraging Effort [] If not, Explain Y Y $1, 0,1 N Y Y $,0 1,0,1 N, N N <$0,0 N/A N N/A Generates awareness. Customers are then free to enroll in programs via multiple existing enrollment channels. Unable to track uniquely. N N <$0, N/A N N/A Generates awareness. Customers are then free to enroll in programs via multiple existing enrollment channels. Unable to track uniquely. N N < $,00 N/A N N/A Generates awareness. Customers are then free to enroll in programs via multiple existing enrollment channels. Unable to track uniquely. N N <$1,0,000 N/A N N/A Generates awareness. Customers are then free to enroll in programs via multiple existing enrollment channels. Unable to track uniquely. Y Y N/A <0,0 N This combination likely enhanced perceived value of both programs to potential participants when being asked to participate. [] Leveraging and Integration efforts are measurable and quantifiable in terms of dollars saved by the IOU (Shared/contributed/donated resources, shared marketing materials, shared information technology, shared programmatic infrastructure, among others are just some examples of cost and/or resource savings to the IOU). In 01 SCE spent approximately $ per Treated lead through marketing and outreach efforts. a) G.A.: homes x $ per home = $1,. b), Treated homes through other IOUs' ESA/low income programs at $ per saved lead = $,0. In 01 SCE spent on average $0.1 for each piece of directed collateral. (Paper and electronic combined. Excludes less-targeted methods: display, print and social media). c), Welcome Kits x $0.1 per piece = $0,0. d), Welcome s x $0.1 = $0,. e) 0,000 Energy Guides x $0.1 = $,00. f). million Onserts x $0.1 = $1,0,000. Amount of Dollars Saved are reported as Less Than (<) for instances in which the marketing effort did not focus on ESA, and therefore likely had less impact on the recipients than an ESA-specific mailer (at $0.1 each) would have [] Energy savings/benefits. Leveraging efforts are measurable and quantifiable in terms of home energy benefits/ savings to the eligible households. Average kwh saved per Treated home in PY01 is kwh as calculated from ESA Table of this report:,,0 kwh /,1 treated homes = kwh/home. ESA Homes by CMHP Contractor x kwh/home = 0 0 kwh [] Enrollment increases. Leveraging efforts are measurable and quantifiable in terms of program enrollment increases and/or customers served.

20 [] A B C D E F PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures ESA Program CFL Tracking Table Instructions: Please identify the CFL bulbs used within your ESA program and fill in the remaining columns for each Admin Cost (overhead, contractor fee, Bulb Name / Identification Bulb Description (wattage, lumens) Bulb Cost (material) marketing, etc.) Total Bulb Cost (material + admin) AB 1 Compliant? [1] 1 Watt - CFL 1 Watt - CFL $ 1. $.00 $. Yes 1 Watt - CFL 1 Watt - CFL $.1 $.00 $.1 Yes Watt - CFL Watt - CFL $. $.00 $. Yes Year Number of Homes Treated in ESA Program Number of Homes Provided CFLs Avg. # of CFL bulbs given per home Est. total energy savings from installed CFLs [] 01,1,.,, [1] Compliant in regards to: 1) Do bulbs meet or exceed CEC energy efficiency standatds for general purpose lighting? ) Do all models comply with Europe's RoHS standards on toxicity? All savings are calculated based on the PY0 Energy Savings Assistance Program Impact Evaluation Final Report, August 0, 01", when data are available, and other sources as described in Attachment A- of SCE's Testimony in Support of Application for Approval of Low Income Programs and Budgets for Program Years 01-01, filed May 1, 0.

21 A B C D E F G H Ratio of Benefits Over Costs [1] Budget Climate Utility Cost Modified Participant Total Resource Impact of Quantity "Add Back" Energy Savings Impact Measure Zone Test Test Cost Test Installed [] (kwh Annual) [] Central Heat Pump - Multi-Family Zone $ 1,1, Central Heat Pump - Single Family Zone $ 1, 1, Central Air Conditionning - Multi-Family Zone $ 00,1, Central Air Conditionning - Single Family Zone , $,, 1,00 Central Air Conditionning - Single Family Zone $ 1,1,,1 Room Air Conditioner - Mobile Home Zone $ 1,, Room Air Conditioner - Mobile Home Zone $,, Room Air Conditioner - Multi-Family Zone $,0 1 Room Air Conditioner - Multi-Family Zone $ Room Air Conditioner - Single Family Zone $,, Room Air Conditioner - Single Family Zone $ 0,00 1, Central AC Maintenance - Mobile Home Zone $ 1,,0 Central AC Maintenance - Mobile Home Zone $,0, Central AC Maintenance - Multi-Family Zone $, Central AC Maintenance - Multi-Family Zone $ 1,,0 Central AC Maintenance - Single Family Zone , $ 0,, Central AC Maintenance - Single Family Zone $, 1,0 Envelope & Air Sealing - Mobile Home $ - - Envelope & Air Sealing - Moible Home $ - - Envelope & Air Sealing - Mobile Home $ - - Envelope & Air Sealing - Mobile Home $.0 Envelope & Air Sealing - Mobile Home $ 1. Envelope & Air Sealing - Mobile Home $ Envelope & Air Sealing - Mobile Home $ 1.00 Envelope & Air Sealing - Mobile Home $.00 Envelope & Air Sealing - Multi Family $,0,.00 Envelope & Air Sealing - Multi Family $, 1. Envelope & Air Sealing - Multi Family $,,1.0 Envelope & Air Sealing - Multi Family $,0. Envelope & Air Sealing - Multi Family $. Envelope & Air Sealing - Multi Family $ 1,0.0 Envelope & Air Sealing - Multi Family $,. Envelope & Air Sealing - Multi Family $ - - Envelope & Air Sealing - Single Family $, 1,0.00 Envelope & Air Sealing - Single Family $, Envelope & Air Sealing - Single Family $,1,0.0 Envelope & Air Sealing - Single Family $,0 1,01.1 Envelope & Air Sealing - Single Family $,0 1,1. Envelope & Air Sealing - Single Family $,0 1,1.0 Envelope & Air Sealing - Single Family $,,. Envelope & Air Sealing - Single Family $.0 [1] Employed cost effectiveness formulas from program cycle, and kwh/kw savings estimates from the PY0 Energy Savings Assistance Program Impact Evaluation Final Report, August 0, 01", when data are available, and other sources as described in Attachment A- of SCE's Testimony in Support of Application for Approval of Low Income Programs and Budgets for Program Years 01-01, filed May 1, 0. [] Dollars spent on these Add Back Measures PY 01 Energy Savings Assistance and CARE Programs Annual Report ESA Table 1 "Add Back" Measures [] All measures provide energy savings by upgrading existing equipment or in the case of evaporative coolers are installed in homes with functional air conditioners to provide an alternative to operating the existing air conditioners on all but the most humid days. [] Central A/C Service added back by Commission policy in D Ordering Paragraph. All other measures are add-backs based on cost-effectiveness results below 0. ratio for both the TRC and MPT tests in 01 per D These measures were added back by the Commission in Ordering Paragraphs 1 (Envelope & Air Sealing), (Central AC), (Room AC), (Heat Pumps).

22 A B C D E F G H PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table 1 Overall Program Expenses Overall [] Authorized % of Budget Total Category Electric Gas Total Budget Spent Shifted Shifted to/from? Outreach $,1, - $,1, $,1,000 1.% - Processing, Certification, Recertification $1, - $1, $,000 1.% ($,) From Post Enroll Verif. Post Enrollment Verification To Process, Certification, - $1, $1, $1,,0.% $, Recertification IT Programming $,1 - $,1 $1,000,000.% Cool Centers [1] $,0 - $,0 $,0 N/A Pilots $, - $, $1,000 - Measurement & Evaluation $,1 - $,1 $0,000.% Regulatory Compliance $, - $, $,000 1.% ($1,) General Administration General Administration $1,0 - $1,0 $,000.% $1, Regulatory Compliance CPUC Energy Division $, - $, $,000.% TOTAL Program Costs [1] $,1, - $,1, $,01,0.0% - CARE Rate Discount $,, - $,, $1,00,000.% - Service Establishment Charge Discount TOTAL PROGRAM COSTS & CUSTOMER DISCOUNTS [1] $,,1 $ - [1] excludes expenditures for Cool Centers which were not funded out of the CARE budget in 01 [] includes FERA administrative expenses $,,1 $,1,0.0% -

23 A B C D E F G H I J K L M N O P Q R S T U V W X Y PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table Enrollment, Recertification, Attrition, & Penetration Automatic Enrollment New Enrollment Recertification [] Attrition Enrollment Self-Certification (Income or Categorical) Combined (B+C+D) Online Paper Phone Combined (F+G+H) Capitation Total New Enrollment Inter- Intra- Leveraging Utility [1] Utility [] [] Non- Scheduled Total Recertification 01 (E+I+J) Scheduled (Duplicates) Automatic (L+M+N) Response PEV Recertification Other (P+Q+R+S) (K+O) (K-T) Participants Eligible (W/X) [] January 1,00 0 1,0,,,1 1, 0 1, 1,01,1 0,000 1, 1,,, -, 1,01, 1,,0.% February 0 1,00,,1 1, 1,0 1,, 0,0,0 0 1,0,0, -, 1,,1 1,,0.% March, 0,01,0,, 1,1 1,1 1,1 1,0 0 0,, 1,0, 1, -,0 1,,1 1,,0.% April, 1 0,0,1,,0 1, 1 1,0 1,0 1,0 0,,1 1,,,0 -,0 1,,0 1,,0.% May, 1 0,,1,1, 1, 1 1,0 1,1 1, 0,,,0 0,, -1,1 1,, 1,,0.% June,1 0,0,,1,01 1, 1, 0,0 1,0 0,, 1,1, 0, 1,, 1,,0.% July, 0,1, 1,1,, 0,1 0,, 0 1, 1,1,,0,, 1,,1 1,,0.0% August 1, 0 0,1,1,1,0 1, 1,,1 1,0 0,,0 1,,, - 1,, 1,,0.% September 1,0 0 1,, 1,0,1, 0, 1, 1,1 0,1, 1 1,,,1,0 1,, 1,,0.% October 1,1 1 0,,01,0,0 1, 1, 1,, 0,1 1, 0 1,0,,0-1, 1,0, 1,,0.% November 1,, 0,,,0, 1, 0 1, 1, 1, 0,1,, 1,0 0,,1 1,, 1,,0.% December,1 0,1,,,0 0,0, 1, 1, 0,, 1 0 1,,0, -, 1,1,0 1,,0.% YTD Total,0,1 -,1 0, 0,,1,,, 1,1 1, -,0, 1,0, 1,, 1, -,0 1,1,0 1,,0.% [1] Enrollments via data sharing between the IOUs. [] Enrollments via data sharing between departments and/or programs within the utility. Includes HEAP payment data file from Accounts Payable Dept. [] Enrollments via data sharing with programs outside the IOU that serve low-income customers. [] Not including Recertification. [] Recertification results are tied to the month initiated. Therefore, recertification results may be pending due to the time permitted for a participant to respond. No Failed Failed Total Attrition Gross Net Adjusted Total CARE Estimated CARE Penetration Rate %

24 [1] Includes customers verified as over income or who requested to be de-enrolled. 1 [] Verification results are tied to the month initiated. Therefore, verification results may be pending due to the time permitted for a participant to respond. 1 Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments A B C D E F G H I Total CARE Households Enrolled Households Requested to Verify % of CARE Enrolled Requested to Verify CARE Households De-Enrolled (Due to no response) CARE Households De-Enrolled (Verified as Ineligible) [1] [1] Includes customers verified as over income or who requested to be de-enrolled. [] Verification results are tied to the month initiated. Therefore, verification results may be pending due to the time permitted for a participant to respond. 0 Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments. % De-enrolled through Post Enrollment Verification % of Total CARE Households De- Enrolled Total Households 01 De-Enrolled [] January 1,01, 1, 0.0% 0.% 0.0% February 1,,1 1, 0.0% 1.00% 0.0% March 1,, % 0 1.% 0.00% April 1,,0, 0.1%, 1,.1% 0.% May 1,,, 0.0%, 1,00 1.0% 0.1% June 1,, 0.01% 1.1% 0.00% July 1,,1,0 0.%, 1, 0.% 0.% August 1,, 1, 0.% 0 0.% 0.0% September 1,, 0.01% % 0.00% October 1,0, 0.00% 0 0.% 0.00% November 1,, 0.0% 1 1.1% 0.01% December 1,1,0, 0.%,,.0% 0.1% YTD Total 1,1,0 1,1.% 1, 1 1, 0.% 1.% Total CARE Households Enrolled PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table A Post-Enrollment Verification Results (Model) 01 PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table B Post-Enrollment Verification Results (High Usage) 01 Households Requested to Verify % of CARE Enrolled Requested to Verify CARE Households De-Enrolled (Due to no response) CARE Households De-Enrolled (Verified as Ineligible) [1] % De-enrolled through Post Enrollment Verification % of Total CARE Households De- Enrolled Total Households 01 De-Enrolled [] January 1,01,, 0.%,,.% 0.% February 1,,1, 0.%,,.1% 0.% March 1,,1,0 0.1% 1, 1 1, 1.% 0.1% April 1,, % 1 0.0% 0.0% May 1,, 1,01 0.0%.% 0.0% June 1,, % % July 1,,1, 0.1%,1,0.% 0.1% August 1,,, 0.%,01,.% 0.% September 1,,, 0.%,, 0.00% 0.% October 1,0,,1 0.%,0, 0.% 0.% November 1,,,1 0.%, 1, 1.% 0.1% December 1,1,0, 0.%,,.% 0.0% YTD Total 1,1,0,0.%,1 1,, 1.%.%

25 A B C D E F G PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Self-Certification and Self-Recertification Applications Provided [] Received Approved Denied [] Completed [] Duplicates Pending/Never Total [1] Percentage [] 1,,0 N/A 1, 0.00% 1,.0%,1.1% 1, 1.% 0,1.1% [1] Includes sub-metered customers. [] Includes number of applications SCE provided for all direct mailing campaigns, customer calls made to the call center, and other outreach methods. Because there are other means by which customers obtain applications which are not counted, this [] Percent of received applications. [] Includes all applications received and not approved. [] Includes pending recertification responses.

26 A B C D E F G H I J PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Enrollment by County Estimated Eligible Total Participants Penetration Rate County Urban Rural [1] Total Urban Rural [1] Total Urban Rural [1] Total Fresno 0 0 % 0% % Imperial % % % Inyo 1, 1, 0 1,00 1,00 0% 0% % Kern 1, 1,,, 1,, % % % Kings 0,, 0,0,0 0% % % Los Angeles 1,, 1,0 1, 1,00, 0% % % Madera % 0% 0% Mono 1,, % 1% 1% Orange 1,1 1 1,1 1, 0 1, % 0% % Riverside,1, 1,,0, 1, % 0% % San Bernardino,1,,0 1,0, 1,1 % % 1% San Diego % % % Santa Barbara 0,1 0 0,1,1 0,1 % 0% % Tulare 1,01,0,1 1,1,,00 % 0% % Ventura,01,,,0 1,0, % % % Total 1,1,0, 1,, 1,0, 0, 1,1,0 % % % [1] Rural includes zip codes classified as such according to the Goldsmith modification that was developed to identify small towns and rural areas within large metropolitan counties.

27 A B C D E F G H 01 Total CARE Population PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Recertification Results Participants Requested % of Population Participants Recertified Participants Dropped [1] Recertification Rate % % of Total Population January 1,01,,.% 1,0,1.% 0.% February 1,,1,0.0% 1,,.% 0.% March 1,,1,.% 1,1, 1.1% 0.% April 1,,0,.% 1,0,0.0% 0.% May 1,,,.1% 1,1,1.% 0.% June 1,, 1,00.% 0,0,.% 0.% July 1,,1 1,0.% 0,0,1.% 0.% August 1,,,1.% 1,,.% 0.% September 1,,, 1.% 1,,.% 0.% October 1,0, 0,1.% 1,1 1,1.1% 0.1% November 1,,, 1.%, % 0.1% December 1,1,0,.% 1, 1.% 0.0% YTD Total 1,1,0,.% 1,,0.%.% [1] Recertification results are tied to the month initiated. Therefore, recertification results may be pending due to the time permitted for a

28 A B C D E F G H PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Capitation Contractors Contractor Type (Check one or more if applicable) Enrollments [] Contractor Name [1] Private CBO WMDVBE [] LIHEAP Rural Urban Total ALPHA ENTERPRISES x ANTELOPE VLY BOYS & GIRLS CLUB x APAC SERVICE CENTER x 0 ASIAN AMERICAN DRUG ABUSE PROG x ASIAN AMERICAN RESOURCE CENTER x 0 ASIAN YOUTH CENTER x BEST BUY CO., INC. (1) x BEST PARTNERS x BETHEL BAPTIST CHURCH x BISHOP PAIUTE TRIBE x BOYS&GIRLS CLUB OF SAN GABRIEL x CAP OF SAN BERNARDINO CTY x x CAREGIVERS VOLUNTEERS ELDERLY x CATHOLIC CHARITIES OF LA INC x CHINESE CHRISTIAN HERALD CRUS. x 0 CHINO NEIGHBORHOOD HOUSE x CHRIST UNITY CENTER x CITIHOUSING REAL ESTATE SERVICES x CITRUS VALLEY HEALTH PARTNERS x CITY OF BEAUMONT SENIOR CENTER x COMM ACTION PARTNERSHIP OF OC x x COMM CENTER AT TIERRA DEL SOL x COMMUNITY PANTRY x COR COMM. DEVELOPMENT CORP. x CORONA NORCO FAMILY YMCA x 0 COUNCIL ON AGING-ORANGE COUNTY x DESERT ARC x 0 DESERT MANNA MINISTRIES INC x DISABLED RESOURCES CTR, INC x EL CONCILIO DEL CONDADO DE x 0 FAIR HOUSING COUNCIL RIVERSIDE x FAMILY SERVICE ASSOCIATION x FAMILY SVC ASSOC OF REDLANDS x FOOD SHARE x 0 GO THE CALENDAR STOP x 1,1,1 HEART OF COMPASSION x HELP OF OJAI, INC. x HIGH DESERT TRANS. LIVNG. CONN. x HOLLON MARKETING SYSTEM x HOUSING AUTH.-SAN BUENAVENTURA x HOUSING AUTHORITY OF KINGS CO x 0 KERNVILLE UNION SCHOOL DISTRIC x KINGS COMMUNTITY ACTION ORG x 0 KINGS CTY COMMISSION ON AGING x KOREAN COMMUNITY SERVICES x LA COUNTY HOUSING AUTHORITY x LIGHTHOUSE LEARNING RES CTR x LITTLE TOKYO SERVICE CENTER (AKA: LTSC COMM DEVEL. CORP) x LTSC COMM. DEVEL. CORP x 0 LUTHERAN SOCIAL SVC OF SO CAL x LUTHERAN SOCIAL SVCS OF SO CA x MENTAL HEALTH ASSOCIATION x MEXICAN AMERICAN OPPORTUNITY x MTN COMM FAM RESOURCE CNTR x NEW GREATER CIR. MISSION, INC x NEW HOPE VILLAGE, INC x NEW HORIZONS CAREGIVERS GROUP x OCCC x 0 ONEOC x OPERATION GRACE x 0 OUR COMMUNITY WORKS x 0 OXNARD/HUENEME SALVATION ARMY x PACIFIC ISLANDER HLTH (PIHP) x 0 1 1

29 A B C D E F G H PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Capitation Contractors 1 Contractor Type (Check one or more if applicable) Enrollments [] Contractor Name [1] Private CBO WMDVBE [] LIHEAP Rural Urban Total PACIFIC PRIDE FOUNDATION x PAVING THE WAY FOUNDATION x REACH OUT x RIVERSIDE DEPT COMM ACTION x x 1 1 SALVATION ARMY SANTA FE SPGS x 0 SANTA ANITA FAMILY SERVICE x SENIOR ADVOCATES OF THE DESERT x SHARE OUR SELVES x SMILES FOR SENIORS FOUND. x SOCIETY OF ST VINCENT DE PAUL x SOUTHEAST CITIES SERVICE CTR. x SOUTHEAST COMMUNITY DEVELOPMEN x SPECIAL SVC FOR GROUPS x ST JOSEPH CATHOLIC CHURCH x THE CAMBODIAN FAMILY x UNITED CAMBODIAN COMMUNITY INC x VICTOR VALLEY COMM SVC COUNCIL x VIETNAMESE COMMUNITY OF OC INC x VOLUTNEERS OF EAST LOS ANGELES x Total Enrollments and Expenditures 0,, [1] All capitation contractors with current contracts are listed regardless of whether they have signed up customers or submitted invoices this year. [] WMDVBE status based on verbal confrimation from agency. No status (blanks) applied for agencies that were unable to be reached. [] Numbers reflect customers that have been placed on the rate YTD. Capitation payments may lag by a month or more depending on when SCE is 0 invoiced by the contractors. 1

30 A B C D E F G H PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Participants per Month Gas and Electric Gas Only Electric Only Total Eligible Households Penetration Rate % Change [1] January - - 1,01, 1,01, 1,,0.% - February - - 1,,1 1,,1 1,,0.% -0.% March - - 1,,1 1,,1 1,,0.% -0.% April - - 1,,0 1,,0 1,,0.% -0.% May - - 1,, 1,, 1,,0.% -0.1% June - - 1,, 1,, 1,,0.% 0.0% July - - 1,,1 1,,1 1,,0.0% 0.% August - - 1,, 1,, 1,,0.% -0.1% September - - 1,, 1,, 1,,0.% 0.% October - - 1,0, 1,0, 1,,0.% -0.% November - - 1,, 1,, 1,,0.% 0.% December - - 1,1,0 1,1,0 1,,0.% -0.% [1] In 01, SCE did not experience any monthly variances of % or more in the number of participants.

31 A B C D PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Average Monthly Usage & Bill Average Monthly Gas / Electric Usage [1] Residential Non-CARE vs. CARE Customers [] Customer Gas Therms Gas Therms Tier 1 Tier Total Non-CARE CARE Customer Electric KWh Electric KWh Tier 1 Tier Total Non-CARE CARE 1 1 Average Monthly Gas / Electric Bill [1] [] Residential Non-CARE vs. CARE Customers (Dollars per Customer) Customer Gas Electric Non-CARE $. $. CARE [] $. $. [1] Excludes master-meter usage. [] After CARE Discount. [] Does not include submetered customers.

32 A B C D E F PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Surcharge & Revenue Customer Class Percentage of CARE Surcharge Revenue Collected Residential [1] $,, $1,,0.% $,,00.% Agricultural $1,0 $1,,0.% $,,1.0% Commercial $1,, $,0,1.% $,,.% Industrial $,,1 $0,,0.% $0,,0.% Public Authority $1,,00 $,,1.% $,0,0.% Railroads $, $1,00,0.% $1, 0.% Interdepartmental [] $0 $1, 0.00% $0 0.00% [1] Excludes CARE customers [] Electricity supplied for Edison-owned water & gas operations on Santa Catalina Island Customer Class Electric CARE Surcharge and Revenue Collected by Customer Class Average Monthly CARE Total CARE Surcharge as Surcharge CARE Monthly Bill Percent of Revenue Surcharge Bill Collected Gas CARE Surcharge and Revenue Collected by Customer Class Average Monthly CARE Total CARE Surcharge as Surcharge CARE Monthly Bill Percent of Revenue Surcharge Bill Collected Percentage of CARE Surcharge Revenue Collected Residential $. $,0. 1.% $,..% Commercial $1,. $1,0. 1.1% $1,..% NG Vehicle $0.00 $ % $ % Industrial $0.00 $ % $ %

33 A B C D E F PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table CARE Capitation Applications Entity [1] Total Received Approved Denied Pending/ Never Completed Duplicate ALPHA ENTERPRISES APAC SERVICE CENTER ASIAN AMERICAN DRUG ABUSE PROG 1 0 ASIAN AMERICAN RESOURCE CENTER BEST PARTNERS 0 0 CHINESE CHRISTIAN HERALD CRUS. 1 0 CHINO NEIGHBORHOOD HOUSE CORONA NORCO FAMILY YMCA DESERT ARC DESERT MANNA MINISTRIES INC DISABLED RESOURCES CTR, INC EL CONCILIO DEL CONDADO DE FAMILY SVC ASSOC OF REDLANDS 1 0 FOOD SHARE 0 0 GO THE CALENDAR STOP,1,1 0 0 HELP OF OJAI, INC HOUSING AUTHORITY OF KINGS CO KERNVILLE UNION SCHOOL DISTRIC KINGS COMMUNTITY ACTION ORG LTSC COMM. DEVEL. CORP MTN COMM FAM RESOURCE CNTR NEW HOPE VILLAGE, INC OCCC 0 ONEOC OPERATION GRACE 0 0 OUR COMMUNITY WORKS PACIFIC ISLANDER HLTH (PIHP) PACIFIC PRIDE FOUNDATION RIVERSIDE DEPT COMM ACTION 0 1 SALVATION ARMY SANTA FE SPGS SOUTHEAST CITIES SERVICE CTR COMMUNITY PANTRY MEXICAN AMERICAN OPPORTUNITY NEW HORIZONS CAREGIVERS GROUP Grand Total,0, 1 - [1] Includes all entities with activity in 01

34 A B C D E F G CARE Residential Facilities Gas CARE Commercial Facilities Total Gas CARE Residential Facilities Electric CARE Commercial Facilities Total Electric January February March April May June July August September October November December Average Monthly Gas / Electric Usage [1] Customer Residential Facilities Commercial Facilities PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table 1 CARE Expansion Program Gas Therms N/A N/A Electric KWh 1, CARE Expansion Self-Certification and Self-Recertification Applications Pending/Never Received Approved Denied Completed Duplicates Total - - Percentage -.%.% - - [1] Excludes master meter usage. Participating Facilities by Month

35 1 A B C D E F G H I J PY 01 Energy Savings Assistance and CARE Programs Annual Report CARE Table 1 CARE High Usage Verification Results Households Requested to Verify Stage 1 - IRS Documentation and ESA Agreement Stage - ESA Participation Stage - Usage Monitoring Removed (No Response) Removed (Verified Ineligible) [1] Income Verified and Referred to ESA [] Failed and Removed [] Ineligible [] Completed Removed [] Appeals Denied Appeals Approved,0,1 1,,1 0 1 [1] Includes customers who were verified as over income, requested to be removed, or did not agree to participate in ESA. [] Includes customers who declined to participate in ESA, failed to respond to appointment requests, or missed multiple appointments. [] Includes customers who previously participated, did not meet the three-measure minimum, landlord refused, etc. [] Customers removed for exceeding 00% of baseline. [] Some High Usage accounts refered to ESA Program were Income Verified in previous year.