BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA

Transcription

1 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U 338-E) for Approval of Energy Efficiency Rolling Portfolio Business Plan. A (Filed January 13, 2017) And Related Matters A A A A SOUTHERN CALIFORNIA EDISON COMPANY S (U 338-E) REVISED SECTOR-LEVEL METRICS PROPOSAL FADIA RAFEEDIE KHOURY JANE LEE COLE Attorneys for SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California Telephone: (626) Facsimile: (626) Jane.Lee.Cole@sce.com Dated: July 14, 2017

2 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U 338-E) for Approval of Energy Efficiency Rolling Portfolio Business Plan. A (Filed January 13, 2017) And Related Matters A A A A SOUTHERN CALIFORNIA EDISON COMPANY S (U 338-E) REVISED SECTOR-LEVEL METRICS PROPOSAL I. INTRODUCTION Pursuant to, and in compliance with, the Scoping Memo and Ruling of Assigned Commissioner and Administrative Law Judges, dated April 14, 2017, the Administrative Law Judge s Ruling Seeking Comment on Energy Efficiency Business Plan Metrics, issued May 10, 2017 (Ruling), and the Administrative Law Judges Ruling Modifying Schedule Ruling, issued June 9, 2017, Southern California Edison Company (SCE) respectfully submits revised sectorlevel metrics proposal. 1

3 A. SCE s Revised Proposed Metrics The Ruling provided preliminary suggested sector-level metrics to serve as a starting point for discussion among Program Administrators (PAs) and other stakeholders. 1 As such, on May 22, 2017, parties submitted comments and responses to the questions in the Ruling. A workshop on this topic was held on May 25, Additionally, several meetings, hosted by the California Energy Efficiency Coordinating Committee (CAEECC) and led by Energy Division Staff, were held so the parties could discuss the optimal way to achieve the Commission s goal to utilize portfolio and sector-level metrics, allowing portfolio oversight to be conducted and progress [to be] assessed over time. 2 The Ruling also directs all PAs who filed energy efficiency business plans to file revised proposed metrics and suggested targets for the proposed metrics. 3 In accordance with that directive, SCE is submitting this filing. SCE s Revised Proposed Metrics, Attachment A hereto, contains the common portfolio and sector-level metrics agreed upon by PAs and other stakeholders, as well as SCE s proposed targets for those metrics. SCE s Revised Proposed Metrics also provides information on how the targets were developed and what assumptions were used. This information is broken down in the following three sections: Metrics with s: Overview of all proposed metrics including the intervention strategy and sector it relates to, the baseline, short-term targets, mid-term targets, and long-term targets. Definitions: Meaning of the terms used in the Sector Metrics and s. Sector Metric Support: The calculations and assumptions used to develop sector metrics and proposed targets and any related notes. 1 Ruling, at p Id., p.5. 3 Id., p

4 B. SCE s Revised Proposed Metrics Does Not Include New Metrics Introduced Late on July 10, 2017, just four days before the revised metrics filing was due, a document entitled Commission Staff Additional Clarifications for July 14 th Program Administrator Filing of Revised Statewide (Common) Sector/Cross-Cutting Level Metrics (Clarification Document) was served on all parties. This Clarification Document included both significant modifications to the recommended metrics in the Ruling and introduced 18 new metrics. As discussed above, the metrics proposed in the Ruling were subject to a workshop as well as extensive discussion with Commission staff, PAs, and stakeholders. However, the metrics introduced on July 10, 2017 have not been similarly reviewed and vetted by SCE or the other parties. Additionally, because SCE s metrics proposal was nearly complete by the time the Clarification Document was issued, SCE is not able to include the modifications or new metrics in this filing. Given the short timeframe, SCE was not able to update its proposal to provide an accurate baseline and target for metrics that resulted in a significant restatement of the metric or for any new metric introduced. As such, SCE s Revised Proposed Metrics does not include any new or significantly restated metric introduced on July 10, SCE recommends that the new metrics, and to the extent necessary, the restated metrics, be subjected to the same level of discussion with Commission staff, PAs and stakeholders as were the prior metrics. The PAs should be directed to revise, two weeks after such discussions are held, their respective proposed metrics with input related to the Clarification Document. II. CONCLUSION SCE appreciates the opportunity to provide its revised set of comprehensive metrics, with suggested targets for each, as required by the Ruling. SCE requests that the Commission approve SCE s Revised Metrics Proposal. 3

5 Respectfully submitted, FADIA RAFEEDIE KHOURY JANE LEE COLE /s/ Jane Lee Cole By: Jane Lee Cole Attorneys for SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California Telephone: (626) Facsimile: (626) Date: July 14,

6 Attachment A SCE Revised Proposed Metrics and s

7 Southern California Edison Sector Metrics with s Table of Contents Page # A. Summary of Baselines and s 2 B. Portfolio Metrics 13 C. Sector Level Metrics 1. Residential Single Family Residential Multi Family Commercial Public Industrial Agriculture Workforce Education and Training Codes and Standards Emerging Technologies 93 D. Notes 94 July 14, 2017

8 Summary of Baselines and s Page 2 of 94 July 14, 2017

9 Southern California Edison Sector Metrics with s Note: See following pages for detailed calculations, assumptions, and notes. Sector Ref Intervention Strategy Ref # Metric Unit Portfolio C1 Capturing energy savings Total 1 First year annualized ex ante electric and demand savings, gross and net (gross kwh) Baseline (2016 Benchmark) Short Term s ( ) Mid Term s ( ) Long Term s ( ) kwh 1,448,478,059 1,130,834,289 1,063,224,194 1,065,836,624 2 First year annualized ex ante electric and demand savings, gross and net (net kwh) kwh 1,262,909, ,959, ,011, ,289,085 3 First year annualized ex ante electric and demand savings, gross and net (gross kw) kw 280, , , ,092 4 First year annualized ex ante electric and demand savings, gross and net (net kw) kw 242, , , ,999 Disadvantaged communities 5 Total annual electric and demand savings in zip codes and/or census tracts in the top 25 percent as defined by the CalEnviroScreen Tool (gross kwh) 6 Total annual electric and demand savings in zip codes and/or census tracts in the top 25 percent as defined by the CalEnviroScreen Tool (gross kw) Hard to reach markets 7 Total annual electric and demand savings where customers are defined as hard to reach (gross kwh) 8 Total annual electric and demand savings where customers are defined as hard to reach (gross kw) Cost per unit saved 9 Levelized cost of energy efficiency per kwh and kw (gross kwh) kwh 2,860,821,435 2,233,458,044 2,099,924,501 2,105,084,190 kw 576, , , ,107 kwh 5,210,902,024 4,068,178,076 3,824,950,658 3,834,348,880 kw 1,061,592 1,079,815 1,089,900 1,119,011 $/kwh $0.019 $0.023 $0.027 $ Levelized cost of energy efficiency per kwh, therm, and kw (gross kw) $/kw $99 $92 $98 $103 Residential Single Family C1 Capturing energy savings Total 11 First year annualized ex ante electric and demand savings, gross (kwh) 12 First year annualized ex ante electric and demand savings, net (kwh) kwh 327,238, ,006, ,048, ,019,230 kwh 251,749, ,177, ,828, ,192, First year annualized ex ante electric and demand savings, gross (kw) kw 67, , , , First year annualized ex ante electric and demand savings, net (kw) kw 49,517 74,054 84,258 90,703 New Greenhouse gas emissions 15 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Not completed. Metric added by Energy Division on 7/10/17. D1 Depth of interventions Participant 16 Average electric and demand savings per single family participant (kwh) kwh/service Account 87,991 70,547 67,703 67, Average electric and demand savings per single family participant (kw) kw/service Account Page 3 of 94 July 14, 2017

10 Sector Ref Intervention Strategy P1 Penetration (% Participation) of EE programs in the eligible market Ref # Metric Unit 18 Percent of single family participation relative to eligible single family population Baseline (2016 Benchmark) Short Term s ( ) Mid Term s ( ) Long Term s ( ) % 0.1% 0.1% 0.1% 0.1% P3 Penetration (% DAC) of EE programs in the eligible market P4 Penetration (% HTR) of EE programs in the eligible market 19 Percent of single families in disadvantaged communities (defined by zip code and/or census tract in CalEnviroScreen) 20 Percent of participation by single family customers defined as hard to reach % 1.6% 1.4% 1.7% 1.8% % 1.5% 1.3% 1.5% 1.6% Cost per unit saved 21 Levelized cost of energy efficiency per kwh for single family programs $/kwh $0.028 $0.040 $0.035 $ Levelized cost of energy efficiency per kw for single family programs $/kw $136 $91 $80 $74 Energy intensity 23 Average energy use intensity of single family homes (average usage per household not adjusted) kwh 7,718 7,641 7,630 7,623 Residential Multi Family C1 Capturing energy savings Total (in unit) 24 First year annualized ex ante electric and demand savings, gross (kwh), for multi family (in unit) 25 First year annualized ex ante electric and demand savings, net (kwh), for multi family (in unit) kwh 14,459,534 10,118,972 11,534,838 12,417,253 kwh 9,025,341 6,316,053 7,199,807 7,750, First year annualized ex ante electric and demand savings, gross (kw), for multi family (in unit) kw 2,474 3,700 4,210 4, First year annualized ex ante electric and demand savings, net (kw), for multi family (in unit) kw 1,632 2,441 2,777 2,990 C1 Capturing energy savings Total (common area) 28 First year annualized ex ante electric and demand savings, gross (kwh), for multi family (common area) kwh 3,555,324 1,996,491 2,836,197 3,053, First year annualized ex ante electric and demand savings, net (kwh), for multi family (common area) kwh 2,219,160 1,246,168 1,770,296 1,905, First year annualized ex ante electric and demand savings, gross (kw), for multi family (common area) kw ,035 1, First year annualized ex ante electric and demand savings, net (kw), for multi family (common area) kw C1 Capturing energy savings Total (master metered) 32 First year annualized ex ante electric and demand savings, gross (kwh), for multi family (master metered) kwh 4,875 2,738 3,889 4, First year annualized ex ante electric and demand savings, net (kwh), for multi family (master metered) kwh 3,043 1,709 2,427 2, First year annualized ex ante electric and demand savings, gross (kw), for multi family (master metered) kw Page 4 of 94 July 14, 2017

11 Sector Ref Intervention Strategy Ref # Metric Unit 35 First year annualized ex ante electric and demand savings, net (kw), for multi family (master metered) Baseline (2016 Benchmark) Short Term s ( ) Mid Term s ( ) Long Term s ( ) kw D2 Depth of interventions Participant 36 Average electric and demand savings per multi family participant (kwh) kwh/service Account Average electric and demand savings per multi family participant (kw) kw/service Account D2 Depth of interventions Project 38 Average electric and demand savings per multi family project (property level, kwh) kwh/project Average electric and demand savings per multi family project (property level, kw) kw/project P1 Penetration (% Participation) of EE programs in the eligible market 40 Percent of multi family participation relative to eligible population (by unit) % 2.7% 2.4% 2.8% 3.0% 41 Percent of multi family participation relative to eligible population (by building) % 2.7% 2.4% 2.8% 3.0% P2 Penetration (% SqFt) of EE programs in the eligible market 42 Percent of square feet of eligible multi family population participating (by property) % 2.7% 2.4% 2.8% 3.0% P3 Penetration (% DAC) of EE programs in the eligible market P4 Penetration (% HTR) of EE programs in the eligible market 43 Percentage of multi family participation in disadvantaged communities (defined by zip code and/or census tract in CalEnviroScreen) 44 Percent of multi family participation by customers defined as hard to reach % 0.9% 0.8% 1.0% 1.0% % 0.9% 0.8% 0.9% 1.0% Cost per unit saved 45 Levelized cost of energy efficiency per kwh for multi family programs $/kwh $0.07 $0.10 $0.09 $ Levelized cost of energy efficiency per kw for multi family programs $/kw $399 $332 $292 $271 Energy intensity 47 Average energy use intensity of multi family buildings (average usage per square foot not adjusted and including in unit accounts) New 48 Average energy use intensity of multi family units kwh/sq Ft Not completed. Metric added by Energy Division on 7/10/17. Commercial C1 Capturing energy savings Total 49 First year annualized ex ante electric and demand savings, gross (kwh) kwh 220,966, ,772, ,947, ,899, First year annualized ex ante electric and demand savings, net (kwh) kwh 157,299, ,738, ,269, ,895, First year annualized ex ante electric and demand savings, gross (kw) kw 45,083 47,306 48,869 52, First year annualized ex ante electric and demand savings, net (kw) kw 31,955 33,531 34,638 37,288 Page 5 of 94 July 14, 2017

12 Sector Ref Intervention Strategy C2 Capturing energy savings Sector % Ref # Metric Unit 53 First year annualized ex ante savings, gross (kwh), as a percentage of 2016 sectoral usage (baseline). Baseline (2016 Benchmark) Short Term s ( ) Mid Term s ( ) Long Term s ( ) % 0.8% 1.0% 1.0% 1.1% 54 First year annualized ex ante savings, net (kwh), as a percentage of 2016 sectoral usage (baseline). % 0.8% 1.0% 1.0% 1.1% 55 First year annualized ex ante savings, gross (kw), as a percentage of 2016 sectoral usage (baseline). % 0.8% 0.8% 0.8% 0.9% 56 First year annualized ex ante savings, net (kw), as a percentage of 2016 sectoral usage (baseline). % 0.8% 0.8% 0.8% 0.9% New Greenhouse gas emissions 57 Greenhouse gasses (MT CO2eq) Net kwh savings, Not completed. Metric added by Energy Division on 7/10/17. reported on an annual basis D2 Depth of interventions Project 58 Energy savings (gross kwh) per project kwh/ Project 9,321 11,776 11,776 11, Energy savings (net kwh) per project kwh/ Project 6,636 8,383 8,383 8, Energy savings (gross kw) per project kw/project Energy savings (net kw) per project kw/project D3 D3 Depth of interventions SqFt 62 Energy savings (kwh) per square foot kwh/sq Ft Energy savings (kw) per square foot kw/sq Ft P1 Penetration (% participation) of EE programs in the eligible market 64 Percent of participation relative to eligible population for small customers % 3.9% 3.9% 4.0% 4.3% 65 Percent of participation relative to eligible population for medium customers % 3.9% 3.9% 4.0% 4.3% 66 Percent of participation relative to eligible population for large customers % 3.9% 3.9% 4.0% 4.3% P2 Penetration (% SqFt) of EE programs in the eligible market 67 Percent of square feet of eligible population % 16.4% 15.6% 15.4% 16.1% P4 Penetration (% HTR) of EE programs in the eligible market 68 Percent of participation by customers defined as hard to reach % 2.5% 2.5% 2.6% 2.8% Cost per unit saved 69 Levelized cost of energy efficiency per kwh $/kwh $0.040 $0.032 $0.031 $ Levelized cost of energy efficiency per kw $/kw $198 $189 $183 $170 Investment in energy efficiency 71 Dollars of investments (all sources) $ $88,128,375 $87,692,499 $90,589,021 $97,519,077 Page 6 of 94 July 14, 2017

13 Sector Ref Intervention Strategy New Use of whole building metered data to estimate savings Ref # Metric Unit 72 Fraction of total projects utilizing Normalized Metered Energy Consumption (NMEC) to estimate savings Baseline (2016 Benchmark) Short Term s ( ) Mid Term s ( ) Not completed. Metric added by Energy Division on 7/10/17. Long Term s ( ) New 73 Fraction of total savings (gross kwh) derived from NMEC analysis Not completed. Metric added by Energy Division on 7/10/17. New Program Satisfaction 74 Improvement in customer satisfaction Not completed. Metric added by Energy Division on 7/10/17. New 75 Improvement in trade ally satisfaction Not completed. Metric added by Energy Division on 7/10/17. Energy intensity Benchmarking 76 Percent of square feet of eligible population benchmarked % 1.2% 1.2% 1.2% 1.2% New 77 Percent of benchmarked customers relative to eligible population for small, medium, and large customers Not completed. Metric added by Energy Division on 7/10/17. New 78 Percent of benchmarking by customers defined as hard to reach Not completed. Metric added by Energy Division on 7/10/17. Public C1 Capturing energy savings Total 79 First year annualized reported savings, gross (kwh) kwh 26,337,042 29,457,627 30,430,625 32,758, First year annualized reported savings, net (kwh) kwh 19,217,190 21,494,169 22,204,130 23,902, First year annualized reported savings, gross (kw) kw 2,921 3,828 3,955 4, First year annualized reported savings, net (kw) kw 2,131 2,793 2,886 3,106 C2 Capturing energy savings Sector % 83 First year annualized reported savings, gross (kwh) as a percentage of 2016 sectoral usage % 0% 0% 0% 0% 84 First year annualized reported savings, net (kwh) as a percentage of 2016 sectoral usage % 0% 0% 0% 0% 85 First year annualized reported savings, gross (kw) as a percentage of 2016 sectoral usage % 0% 0% 0% 0% 86 First year annualized reported savings, net (kw) as a percentage of 2016 sectoral usage % 0% 0% 0% 0% New Greenhouse gas emissions 87 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Not completed. Metric added by Energy Division on 7/10/17. D2 Depth of interventions Project 88 Energy savings (gross kwh) per project (building)) kwh/ Project 75,249 96,424 83,860 83, Energy savings (net kwh) per project (building)) kwh/ Project 54,906 70,357 61,189 61, Energy savings (gross kw) per project (building)) kw/project Page 7 of 94 July 14, 2017

14 Sector Ref Intervention Strategy Ref # Metric Unit Baseline (2016 Benchmark) Short Term s ( ) Mid Term s ( ) Long Term s ( ) 91 Energy savings (net kw) per project (building)) kw/project D3 Depth of interventions SqFt 92 Energy savings (kwh) per square foot kwh/sq Ft Energy savings (kw) per square foot kw/sq Ft New Wastewater 94 Average annual energy savings (kwh, kw therms) per annual flow through project water/wastewater facilities Not completed. Metric added by Energy Division on 7/10/17. P1 Penetration (% participation) of EE programs in the eligible market 95 Percent of participation relative to eligible population % 0.5% 0.5% 0.5% 0.5% P2 Penetration (% SqFt) of EE programs in the eligible market 96 Percent of square feet of eligible population % 0.5% 0.5% 0.5% 0.5% New Penetration: Wastewater 97 Percent of Public Sector water/wastewater flow enrolled in water/wastewater programs Not completed. Metric added by Energy Division on 7/10/17. Cost per unit saved 98 Levelized cost of energy efficiency per kwh using the PAC test $/kwh $0.067 $0.060 $0.058 $ Levelized cost of energy efficiency per kw using the PAC test $/kw $509 $458 $443 $412 Investment in energy efficiency 100 Dollars of investments (all sources) $ $22,315,676 $19,465,129 $20,477,607 $22,044,143 New Energy intensity 101 Average energy use intensity of all Public Sector buildings Not completed. Metric added by Energy Division on 7/10/17. New 102 Percent of Public sector buildings with current benchmark Not completed. Metric added by Energy Division on 7/10/17. New 103 Percent of floorplan area of all Public sector buildings with current benchmark Not completed. Metric added by Energy Division on 7/10/ Percent of square foot of eligible population benchmarked % 9.6% 9.6% 9.6% 9.6% Industrial C1 Capturing energy savings Total 105 First year annualized ex ante electric and demand savings, gross (kwh) kwh 89,591, ,062, ,391, ,749, First year annualized ex ante electric and demand savings, net (kwh) kwh 60,890,582 89,075,798 92,018,010 99,057, First year annualized ex ante electric and demand savings, gross (kw) kw 12,456 8,349 8,625 9, First year annualized ex ante electric and demand savings, net (kw) kw 8,396 5,628 5,813 6,258 C2 Capturing energy savings Sector % 109 First year annualized ex ante savings, gross (kwh), as a percentage of 2017 sectoral usage (baseline). % 0.40% 0.58% 0.60% 0.65% Page 8 of 94 July 14, 2017

15 Sector Ref Intervention Strategy Ref # Metric Unit 110 First year annualized ex ante savings, net (kwh), as a percentage of 2017 sectoral usage (baseline). Baseline (2016 Benchmark) Short Term s ( ) Mid Term s ( ) Long Term s ( ) % 0.40% 0.58% 0.60% 0.65% 111 First year annualized ex ante savings, gross (kw), as a percentage of 2017 sectoral usage (baseline). % 0.40% 0.58% 0.60% 0.65% 112 First year annualized ex ante savings, net (kw), as a percentage of 2017 sectoral usage (baseline). % 0.40% 0.58% 0.60% 0.65% New Greenhouse gas emissions 113 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Not completed. Metric added by Energy Division on 7/10/17. P1 Penetration (% Participation) of EE programs in the eligible market 114 Percent of participation relative to eligible population for small customers % 0.4% 0.4% 0.4% 0.5% 115 Percent of participation relative to eligible population for medium customers % 0.4% 0.4% 0.4% 0.5% 116 Percent of participation relative to eligible population for large customers % 0.4% 0.4% 0.4% 0.5% New Cost per unit saved 117 Levelized cost of energy efficiency per kwh, therm, and kw Not completed. Metric added by Energy Division on 7/10/17. New participation 118 Percent of customers participating that are new participants (annually), for small customers. % 0.002% 0.003% 0.003% 0.003% 119 Percent of customers participating that are new participants (annually), for medium customers. % 0.000% 0.000% 0.000% 0.000% 120 Percent of customers participating that are new participants (annually), for large customers. % 0.049% 0.053% 0.055% 0.059% Agricultural C1 Capturing energy savings Total 121 First year annualized ex ante electric and demand savings, gross (kwh) kwh 12,141,150 1,866,515 1,928,166 2,075, First year annualized ex ante electric and demand savings, net (kwh) kwh 8,338,811 1,281,964 1,324,307 1,425, First year annualized ex ante electric and demand savings, gross (kw) kw 1, First year annualized ex ante electric and demand savings, net (kw) kw C2 Capturing energy savings Sector % 125 First year annualized ex ante savings, gross and net, as a percentage of 2017 sectoral usage (baseline). % 0.36% 0.06% 0.06% 0.06% 126 First year annualized ex ante savings, gross and net, as a percentage of 2017 sectoral usage (baseline). % 0.36% 0.06% 0.06% 0.06% 127 First year annualized ex ante savings, gross and net, as a percentage of 2017 sectoral usage (baseline). % 0.36% 0.06% 0.06% 0.06% 128 First year annualized ex ante savings, gross and net, as a percentage of 2017 sectoral usage (baseline). % 0.36% 0.06% 0.06% 0.06% Page 9 of 94 July 14, 2017

16 Sector Ref Intervention Strategy Ref # Metric Unit New Greenhouse gas emissions 129 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Baseline (2016 Benchmark) Short Term s ( ) Mid Term s ( ) Not completed. Metric added by Energy Division on 7/10/17. Long Term s ( ) P1 Penetration (% Participation) of EE programs in the eligible market 130 Percent of participation relative to eligible population for small customers % 0.29% 0.31% 0.32% 0.35% 131 Percent of participation relative to eligible population for medium customers % 0.29% 0.31% 0.32% 0.35% 132 Percent of participation relative to eligible population for large customers % 0.29% 0.31% 0.32% 0.35% Cost per unit saved 133 Levelized cost of energy efficiency per kwh $/kwh $0.047 $0.31 $0.30 $ Levelized cost of energy efficiency per kw $/kw $404 $1,326 $1,284 $1,193 Codes and Standards All 135 Electricity Savings (Net) GWh 631 GWh 1228 Net GWh 903 Net GWh 501 Net GWh 136 Demand Savings (Net) MW 145 MW Net MW 276 Net MW Net MW Advocacy (CA) 137 Number of measures supported by CASE studies in rulemaking cycle (current work) Number of measures adopted by CEC in rulemaking cycle (indicator of past work) 3 Advocacy (Federal) 139 % of DOE appliances added to federal register supported by IOUs (# IOU supported/ # DOE adopted) # measures 18 Title 20; 12 Title 24 # measures 18 Title 20; 12 Title 24 Local Government Reach Codes 140 # reach codes implemented # reach codes 6 during the past 12 months 18 Title 20; 12 Title Title 20; 12 Title Title 20; 12 Title Title 20; 12 Title Title 20; 12 Title Title 20; 12 Title 24 % 100% 100% 100% 100% 30 reach codes per Title 24 code 30 reach codes per Title 24 code 30 reach codes per Title 24 code Compliance Improvement 141 ~26 percentage points % 20% 20% 20% 0% ETP Research Planning and Coordination 142 Number of TPMs initiated # of TPMs Year 2018 TPMs 6 TPMs initiated (including 1 3 TPMs 3 TPMs 143 Number of TPMs updated # of TPMs Year 2018 TPMs 3 TPMs updated 3 TPMs 3 TPMs Research Implementation 144 Number of projects initiated # of Projects Program Tracking indirect energy savings 145 ETP 1: Prior year: % of new measures added to the portfolio that were previously ETP technologies 146 ETP 2: Prior year: % of new codes or standards that were previously ETP technologies 147 ETP 3: Annual savings of measures currently in the portfolio that were supported by ETP, added since 2009 % Program Database % Program Database kwh Program Database 183[2] Projects Initiated Tracked without targets Tracked without targets Tracked without targets 244 Projects Initiated Tracked without targets Tracked without targets Tracked without targets 183 Projects Initiated Tracked without targets Tracked without targets Tracked without targets Page 10 of 94 July 14, 2017

17 Sector Ref Intervention Strategy Ref # Metric Unit Tracking idea submission source 148 ETP 4: Number and source of ETCC project ideas submitted outside of TPM process. [Note: Categories of sources (e.g. PA, national lab, manufacturer, technology incubator, etc.) will be developed collaboratively, and self reported by submitter.] # and source Program Database Baseline (2016 Benchmark) Short Term s ( ) Tracked without targets Mid Term s ( ) Tracked without targets Long Term s ( ) Tracked without targets Workforce Education and Training Tracking alignment with policy goals 149 ETP 5: Number and source of TPM project ideas, if available [Note: Categories of sources (e.g. PA, national lab, manufacturer, technology incubator, etc.) will be developed collaboratively, and attributed by ETP based on ETP s expert judgment.] 150 ETP 6: Annual number of ET projects and technologies aligned with specific statewide goals 151 ETP 7: List of ET projects and their statewide goal alignment Collaborations 152 Number of collaborations (with documented description of outcomes and metrics for each) # and source Program Database # Program Database List and alignment # of collaborations Program Database Tracked without targets Tracked without targets Tracked without targets successful collaboration (as defined by the collaboration scope and expected outcomes) Tracked without targets Tracked without targets Tracked without targets 3 8 successful collaboration (as defined by the collaboration scope and expected outcomes) Tracked without targets Tracked without targets Tracked without targets 3 8 successful collaboration (as defined by the collaboration scope and expected outcomes) Penetration of training 153 Architects # 81 10% increase annually in the targeted categories 154 Building Owners and Managers # 41 10% increase annually in the targeted categories 155 Builders # 9 10% increase annually in the targeted categories 156 Building Operations and Maintenance # 33 10% increase annually in the targeted categories Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs 157 Designers Other # 35 10% increase annually in the targeted categories Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Page 11 of 94 July 14, 2017

18 Sector Ref Intervention Strategy Penetration of training and diversity of participants Ref # Metric Unit Baseline (2016 Benchmark) Short Term s ( ) 158 Electrical Engineers # % increase annually in the targeted categories 159 Electrical Trades/Contractors # % increase annually in the targeted categories 160 Energy & Sustainability Manager / Consultant # 39 10% increase annually in the targeted categories 161 Home Performance Rater/Contractor # 12 10% increase annually in the targeted categories 162 HVAC / Mechanical Engineer # 44 10% increase annually in the targeted categories 163 HVAC Trades/Contractors # % increase annually in the targeted categories 164 Other # 1,170 10% increase annually in the targeted categories 165 Percent of participation relative to eligible target population of training focused on high priority occupations doing high EE potential work % This is a new metric. See details. Will seek to increase over time, but exact increase will be determined once baseline is known Mid Term s ( ) Will seek to increase over time, but exact increase will be determined once baseline is known Long Term s ( ) Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Mid and long term increases will be based on more accurate data as of end of year 3. WE&T may need to prioritize new groups in the mid or long term based on modified program needs Will seek to increase over time, but exact increase will be determined once baseline is known 166 Percent of disadvantaged participants trained % 0% 2% of all trainees 2% of all trainees 2% of all trainees Page 12 of 94 July 14, 2017

19 Portfolio Page 13 of 94 July 14, 2017

20 Sector All Intervention Strategy C1 Capturing energy savings Total Reference # 1, 2, 3, 4 Metric First year annualized ex ante electric and demand savings, gross and net Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Baseline 1,448,478,059 1,262,909, , ,863 kwh or kw Savings value represents First Year Gross KWh N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1,130,834, ,959, , ,032 kwh or kw Savings value represents First Year Gross KWh. 3 year average. Net savings calculated using 2016 kw/kwh net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1,063,224, ,011, , ,339 kwh or kw Savings value represents First Year Gross KWh. 3 year average. Net savings calculated using 2016 kw/kwh net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1,065,836, ,289, , ,999 kwh or kw Savings value represents First Year Gross KWh. 2 year average. Net savings calculated using 2016 kw/kwh net to gross ratio. Note(s) 2018 proposed reporting start date Potential Metric Enhancements Use estimated annual net to gross ratio for each applicable year. Potential Implementation Date for Enhancment 6 months after any CPUC ruling or decision on non residential net to gross ratio or statewide definition of single family and multi family. Page 14 of 94

21 Sector Intervention Strategy Reference # Metric Baseline Note(s) All Disadvantaged Communities 5, 6 Total annual electric and demand savings in zip codes and/or census tracts in the top 25 percent as defined by the CalEnviroScreen Tool Gross kwh Gross kw Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A 2,860,821, ,903 kwh or kw Savings value represents First Year Gross KWh N/A N/A N/A N/A N/A N/A 2,233,458, ,806 kwh or kw Savings value represents First Year Gross KWh. Escalated based on % change of portfolio savings from 2016 (baseline) to average N/A N/A N/A N/A N/A N/A 2,099,924, ,287 kwh or kw Savings value represents First Year Gross KWh. Escalated based on % change of portfolio savings from 2016 (baseline) to average N/A N/A N/A N/A N/A N/A 2,105,084, ,107 kwh or kw Savings value represents First Year Gross KWh. Escalated based on % change of portfolio savings from 2016 (baseline) to average 2018 proposed reporting start date Page 15 of 94

22 Sector Intervention Strategy Reference # Metric Baseline Note(s) All Hard to Reach Markets 7, 8 Total annual electric and demand savings where customers are defined as hard to reach Gross kwh Gross kw Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A 5,210,902,024 1,061,592 kwh or kw Savings value represents First Year Gross kwh and kw N/A N/A N/A N/A N/A N/A 4,068,178,076 1,079,815 kwh or kw Savings value represents First Year Gross kwh and kw. Escalated based on % change of portfolio savings from 2016 (baseline) to average N/A N/A N/A N/A N/A N/A 3,824,950,658 1,089,900 kwh or kw Savings value represents First Year Gross kwh and kw. Escalated based on % change of portfolio savings from 2016 (baseline) to average N/A N/A N/A N/A N/A N/A 3,834,348,880 1,119,011 kwh or kw Savings value represents First Year Gross kwh and kw. Escalated based on % change of portfolio savings from 2016 (baseline) to average 2018 proposed reporting start date Page 16 of 94

23 Sector Intervention Strategy Reference # Metric Baseline Note(s) All Cost per Unit Saved 9, 10 Levelized cost of energy efficiency per kwh and kw Gross kwh Gross kw Unit Assumptions and Notes $287,976,706 $287,976,706 $ PAC cost 14,985,688,818 2,897,127 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost $0.019 $99 $/kwh or $/kw $270,066,502 $270,066,502 $ PAC cost forecast to ,699,404,521 2,946,859 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.023 $92 $/kwh or $/kw $292,200,760 $292,200,760 $ Escalated PAC cost based on yearly growth of the portfolio budget from 2016 to ,999,922,861 2,974,381 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.027 $98 $/kwh or $/kw $314,554,106 $314,554,106 $ Escalated PAC cost based on yearly growth of the portfolio budget from 2016 to ,026,950,588 3,053,827 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.029 $103 $/kwh or $/kw 2018 proposed reporting start date Page 17 of 94

24 Residential Single Family Page 18 of 94 July 14, 2017

25 Sector Residential Single Family Intervention Strategy C1 Capturing energy savings Total Reference # 11, 12, 13, 14 Metric First year annualized ex ante electric and demand savings, gross and net Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Baseline 327,238, ,749,378 67,811 49,517 kwh or kw Savings value represents First Year Gross kwh N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 229,006, ,177, ,413 74,054 kwh or kw Net savings calculated using 2016 kw/kwh net to gross ratio; applied the 2016 SF to MF savings split to the Residential forecast to drive SF savings N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 261,048, ,828, ,386 84,258 kwh or kw Net savings calculated using 2016 kw/kwh net to gross ratio; applied the 2016 SF to MF savings split to the Residential forecast to drive SF savings N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 281,019, ,192, ,214 90,703 kwh or kw Net savings calculated using 2016 kw/kwh net to gross ratio; applied the 2016 SF to MF savings split to the Residential forecast to drive SF savings Note(s) 2018 proposed reporting start date Potential Metric Enhancement: Potentially use estimated annual net to gross ratio for each applicable year. Need common statewide definition of single family and multi family definitions. Once statewide definitions are developed, SCE would need to identify potential data gaps and how to address such gaps. Cost to Develop/Enhance Reporting: TBD, dependent on any CPUC ruling or decision on non residential net to gross ratio, and statewide definition of single family and multi family. Timing to Develop/Enhance Reporting 6 months after any CPUC ruling or decision on non residential net to gross ratio or statewide definition of single family and multi family. Page 19 of 94

26 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Single Family Greenhouse gas emissions 15 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 20 of 94

27 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Single Family D1 Depth of interventions Participant 16, 17 Average electric, and demand savings per single family participant Gross kwh Gross kw Unit Assumptions and Notes 327,238,818 67,811 kwh or kw Same data as provided in intervention strategy C1 for Residential Single Family 3,719 3,719 Service Accounts Participants 87, kwh/sa or kw/sa 229,006, ,413 kwh or kw Same data as provided in intervention strategy C1 for Residential Single Family 3,246 3,246 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to , kwh/sa or kw/sa 261,048, ,386 kwh or kw Same data as provided in intervention strategy C1 for Residential Single Family 3,856 3,856 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to , kwh/sa or kw/sa 281,019, ,214 kwh or kw Same data as provided in intervention strategy C1 for Residential Single Family 4,151 4,151 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to , kwh/sa or kw/sa 2018 proposed reporting start date Potential Metric Enhancement: Need common statewide definition of single family and multi family definitions. Once statewide definitions are developed, SCE would need to identify potential data gaps and how to address such gaps. Cost to Develop/Enhance Reporting: TBD, dependent on statewide definition of single family and multi family. Timing to Develop/Enhance Reporting TBD, dependent on statewide definition of single family and multi family. Calculated using gross kwh savings. SCE does not track participants for mid and upstream programs. Page 21 of 94

28 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential P1 Penetration (% participation) of energy efficiency programs in the eligible market 18 Percent of single family participation relative to eligible single family population Data Unit Assumptions and Notes 3,719 Service Accounts 2016 volume may not be representative, as SCE retained an add'l contractor in ,939,319 Service Accounts Total # of single family service accounts 0.13% % 3,246 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to ,939,319 Service Accounts 2016 baseline. No escalation assumed. 0.11% % 3,856 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to ,939,319 Service Accounts 2016 baseline. No escalation assumed. 0.13% % 4,151 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to ,939,319 Service Accounts 2016 baseline. No escalation assumed. 0.14% % 2018 proposed reporting start date Potential Metric Enhancement: Need common statewide definition of single family and multi family definitions. Once statewide definitions are developed, SCE would need to identify potential data gaps and how to address such gaps. Cost to Develop/Enhance Reporting: TBD, dependent on statewide definition of single family and multi family. Timing to Develop/Enhance Reporting TBD, dependent on statewide definition of single family and multi family. Cannot track participants for mid and upstream programs. Page 22 of 94

29 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential P3 Penetration (% DAC) of energy efficiency programs in the eligible market 19 Percent of single family in disadvantaged communities (defined by zip code and/or census tract in CalEnviroScreen) Data Units Assumptions and Notes 46,845 Service Accounts Matched participant zip codes to zip codes in CalEnviroScreen to determine participants in DAC 2,936,218 Service Accounts Used CalEnviroScreen zip codes 1.6% % 40,889 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to ,936,218 Service Accounts 2016 baseline. No escalation assumed. 1.4% % 48,568 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to ,936,218 Service Accounts 2016 baseline. No escalation assumed 1.7% % 52,284 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to ,936,218 Service Accounts 2016 baseline. No escalation assumed 1.8% % 2018 proposed reporting start date Potential Metric Enhancement: Need common statewide definition of single family and multi family definitions. Once statewide definitions are developed, SCE would need to identify potential data gaps and how to address such gaps. Cost to Develop/Enhance Reporting: TBD, dependent on statewide definition of single family and multi family. Timing to Develop/Enhance Reporting TBD, dependent on statewide definition of single family and multi family. Page 23 of 94

30 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential P4 Penetration (% HTR) of energy efficiency programs in the eligible market 20 Percent of participation by single family customers defined as hard to reach Data Unit Assumptions and Notes 26,171 Service Accounts Matched participant zip codes to HTR zip codes to determine participant volume 1,776,964 Service Accounts Single family service accounts in HTR zip codes 1.5% % 22,844 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to ,776,964 Service Accounts 2016 baseline. No escalation assumed. 1.3% % 27,134 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to ,776,964 Service Accounts 2016 baseline. No escalation assumed. 1.5% % 29,210 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to ,776,964 Service Accounts 2016 baseline. No escalation assumed. 1.6% % 2018 proposed reporting start date Potential Metric Enhancement: Need common statewide definition of single family and multi family definitions. Once statewide definitions are developed, SCE would need to identify potential data gaps and how to address such gaps. Cost to Develop/Enhance Reporting: TBD, dependent on statewide definition of single family and multi family. Timing to Develop/Enhance Reporting TBD, dependent on statewide definition of single family and multi family. Page 24 of 94

31 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Cost per unit saved 21, 22 Levelized cost of energy efficiency per kwh and kw for single family programs Gross kwh Gross kw Unit Assumptions and Notes $69,271,056 $69,271,056 $ PAC cost 2,500,572, ,860 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.028 $136 $/kwh or $/kw $69,271,056 $69,271,056 $ 2016 baseline. 1,749,933, ,999 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.040 $91 $/kwh or $/kw $69,271,056 $69,271,056 $ 2016 baseline 1,994,787, ,273 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.035 $80 $/kwh or $/kw $69,271,056 $69,271,056 $ 2016 baseline 2,147,388, ,772 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.032 $74 $/kwh or $/kw 2018 proposed reporting start date Potential Metric Enhancement: Need common statewide definition of single family and multi family definitions. Once statewide definitions are developed, SCE would need to identify potential data gaps and how to address such gaps. Cost to Develop/Enhance Reporting: TBD, dependent on statewide definition of single family and multi family. Timing to Develop/Enhance Reporting TBD, dependent on statewide definition of single family and multi family. Calculated using gross kwh savings Page 25 of 94

32 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Energy intensity Benchmarking 23 Average energy use intensity of single family homes (average usage per household not adjusted) Data Unit Assumptions and Notes 22,686,985,314 kwh Total kwh usage 2,939,319 Service Accounts Total # of SF Service Accounts 7,718 kwh/sa 22,457,979,279 kwh Reduced 2016 (baseline) by forecast savings for period. 2,939,319 Service Accounts 2016 baseline. No escalation assumed. 7,641 kwh/sa 22,425,936,320 kwh Reduced 2016 (baseline) by forecast savings for period. 2,939,319 Service Accounts 2016 baseline. No escalation assumed. 7,630 kwh/sa 22,405,966,084 kwh Reduced 2016 (baseline) by forecast savings for period. 2,939,319 Service Accounts 2016 baseline. No escalation assumed. 7,623 kwh/sa 2018 proposed reporting start date Potential Metric Enhancement: Need common statewide definition of single family and multi family definitions. Once statewide definitions are developed, SCE would need to identify potential data gaps and how to address such gaps. Cost to Develop/Enhance Reporting: TBD, dependent on statewide definition of single family and multi family. Timing to Develop/Enhance Reporting TBD, dependent on statewide definition of single family and multi family. Need to determine a common definition of MF to develop a data query to determine SF and MF. Page 26 of 94

33 Residential Multi Family Page 27 of 94 July 14, 2017

34 Sector Residential Multi family Intervention Strategy C1 Capturing energy savings Total Reference # 24, 25, 26, 27 Metric First year annualized ex ante electric and demand savings, gross and net, for multi family (in unit) Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Baseline 14,459,534 9,025,341 2,474 1,632 kwh or kw Used project type designations to determine in unit, common area, and master metered project vol. Applied project vol ratio to allocate savings. Savings value represents First Year Gross kwh N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 10,118,972 6,316,053 3,700 2,441 kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings; applied 2016 gross to net ratio N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 11,534,838 7,199,807 4,210 2,777 kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings; applied 2016 gross to net ratio N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 12,417,253 7,750,592 4,532 2,990 kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings; applied 2016 gross to net ratio Note(s) 2018 proposed reporting start date Potential Metric Enhancements Potentially use estimated annual net to gross ratio for each applicable year. Need common statewide definition of single family and multi family definitions. Once statewide definitions are developed, SCE would need to identify potential data gaps and how to address such gaps. Also, dependent on any CPUC ruling or decision on non residential net to gross ratio, and statewide definition of single family and multi family. Timing to Develop/Enhance Reporting 6 months after any CPUC ruling or decision on non residential net to gross ratio or statewide definition of single family and multi family. There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward PAs can have implementers collect this data, however, there may be a concern for consistency of this information. Page 28 of 94

35 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family C1 Capturing energy savings Total 28, 29, 30, 31 First year annualized ex ante electric and demand savings, gross and net, for multi family (common area) Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 3,555,324 2,219, kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1,996,491 1,246, kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 2,836,197 1,770,296 1, kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 3,053,166 1,905,723 1, kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward PAs can have implementers collect this data, however, there may be a concern for consistency of this information. Page 29 of 94

36 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family C1 Capturing energy savings Total 32, 33, 34, 35 First year annualized ex ante electric and demand savings, gross and net, for multi family (master metered) Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 4,875 3, kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 2,738 1, kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings; applied 2016 gross to net ratio N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 3,889 2, kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings; applied 2016 gross to net ratio N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 4,186 2, kwh or kw Used project type designations to determine in unit, common area, and master metered project vols. Applied project vol ratio to allocate savings; applied 2016 gross to net ratio 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward PAs can have implementers collect this data, however, there may be a concern for consistency of this information. Page 30 of 94

37 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family D1 Depth of interventions Participant 36, 37 Average electric and demand savings per multi family participant Gross kwh Gross kw Unit Assumptions and Notes 18,019,733 3,083 kwh or kw Total in unit, common area, and master metered savings 39,377 39,377 Service Accounts Unique Service Accounts (MF Service Account = MF Participant) kwh/sa or kw/sa 12,118,200 3,700 kwh or kw Total in unit, common area, and master metered savings 34,370 34,370 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to kwh/sa or kw/sa 14,374,924 4,210 kwh or kw Total in unit, common area, and master metered savings 40,826 40,826 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to kwh/sa or kw/sa 15,474,605 4,532 kwh or kw Total in unit, common area, and master metered savings 43,949 43,949 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to kwh/sa or kw/sa 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward implementers collect this data, however, there may be a concern for consistency of this information. Metric uses gross kwh savings Suggest average gas, electric, and demand savings per dwelling unit. Suggest average gas, electric, and demand savings per property. Cannot track participants for mid and upstream programs. Page 31 of 94

38 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family D2 Depth of interventions Project 38, 39 Average electric and demand savings per multi family project (property level) Gross kwh Gross kw Unit Assumptions and Notes 18,019,733 2,474 kwh or kw Total in unit, common area, and master metered savings 85,022 85,022 Projects Total number of projects kwh/proj or kw/proj 12,118,200 3,700 kwh or kw Total in unit, common area, and master metered savings 74,212 74,212 Projects Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to kwh/proj or kw/proj 14,374,924 4,210 kwh or kw Total in unit, common area, and master metered savings 88,150 88,150 Projects Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to kwh/proj or kw/proj 15,474,605 4,532 kwh or kw Total in unit, common area, and master metered savings 94,893 94,893 Projects Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to kwh/proj or kw/proj 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward implementers collect this data, however, there may be a concern for consistency of this information. Metric uses gross kwh savings Suggest average gas, electric, and demand savings Page 32 of 94

39 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family P1 Penetration (% participation) of energy efficiency programs in the eligible market 40, 41 Percent of multi family participation relative to eligible population (by unit and by property) By Unit By Building Unit Assumptions and Notes 39,377 5,321 Unit or Building Applied average 7.4 units per building ratio to calculate building vol (source: CALMAC 1,447, ,638 Unit or Building Each service account is a proxy for a unit (1 to 1 relationship) 2.7% 2.7% % 34,370 4,645 Unit or Building Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to ,447, ,638 Unit or Building 2016 baseline 2.4% 2.4% % 40,826 5,517 Unit or Building Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to ,447, ,638 Unit or Building 2016 baseline 2.8% 2.8% % 43,949 5,939 Unit or Building Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to ,447, ,638 Unit or Building 2016 baseline 3.0% 3.0% % 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward implementers collect this data, however, there may be a concern for consistency of this information. Cannot track participants for mid and upstream programs. Page 33 of 94

40 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family P2 Penetration (% SqFt) of energy efficiency programs in the eligible market 42 Percent of square feet of eligible multi family population participating (by property) Data Unit Assumptions and Notes 40,938,839 SqFt Multiplied avg sqft/unit by volume of units to determine total sqft 1,505,146,221 SqFt Multiplied avg sqft/unit by volume of all MF units to determine total sqft 2.7% % 35,733,720 SqFt Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to ,505,146,221 SqFt 2016 baseline 2.4% % 42,444,888 SqFt Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to ,505,146,221 SqFt 2016 baseline 2.8% % 45,691,921 SqFt Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to ,505,146,221 SqFt 2016 baseline 3.0% % 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward implementers collect this data, however, there may be a concern for consistency of this information. Difficult/expensive to determine square footage of eligible population, and if done, would expect data quality issues. Cannot track participants for mid and upstream programs. Page 34 of 94

41 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family P3 Penetration (% DAC) of energy efficiency programs in the eligible market 43 Percentage of multi family participation in disadvantaged communities (defined by zip code and/or census tract in CalEnviroScreen) Data Unit Assumptions and Notes 27,032 Service Accounts Matched participant zip codes to DAC zip codes 2,936,218 Service Accounts Calculated total number of MF service accounts in DAC zip codes 0.9% % 23,595 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to ,936,218 Service Accounts 2016 baseline 0.8% % 28,026 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to ,936,218 Service Accounts 2016 baseline 1.0% % 30,170 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to ,936,218 Service Accounts 2016 baseline 1.0% % 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward implementers collect this data, however, there may be a concern for consistency of this information. Need to determine whether census tract to ZIP code mapping is available HTR, DAC, and Low Income overlap affects targets and interpretability Page 35 of 94

42 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family P4 Penetration (% HTR) of energy efficiency programs in the eligible market 44 Percent of multi family participation by customers defined as hard to reach Data Unit Assumptions and Notes 16,155 Service Accounts Matched participant zip codes to HTR zip codes 1,776,964 Service Accounts Calculated total number of MF service accounts in HTR zip codes 0.9% % 14,101 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2018 to ,776,964 Service Accounts 2016 baseline 0.8% % 16,749 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2021 to ,776,964 Service Accounts 2016 baseline 0.9% % 18,031 Service Accounts Escalated based on average EE residential budget growth between 2016 (baseline) and 2024 to ,776,964 Service Accounts 2016 baseline 1.0% % 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward implementers collect this data, however, there may be a concern for consistency of this information. Need to clarify definition of HTR HTR, DAC, and Low Income overlap affects targets and interpretability Page 36 of 94

43 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family Cost per unit saved 45, 46 Levelized cost of energy efficiency per kwh and kw for multi family programs Gross kwh Gross kw Unit Assumptions and Notes $12,080,914 $12,080,914 $ PAC cost 178,087,296 30,280 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period.. Total in unit, common area, and master metered savings. Savings value represents First Year Gross KWh $0.068 $399 $/kwh or $/kw $12,080,914 12,080,914 $ 2016 baseline 119,763,013 36,337 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period.. Total in unit, common area, and master metered savings $0.101 $332 $/kwh or $/kw $12,080,914 12,080,914 $ 2016 baseline 142,065,999 41,344 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period.. Total in unit, common area, and master metered savings $0.085 $292 $/kwh or $/kw $12,080,914 12,080,914 $ 2016 baseline 152,934,041 44,507 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period.. Total in unit, common area, and master metered savings $0.079 $271 $/kwh or $/kw 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward implementers collect this data, however, there may be a concern for consistency of this information. Metric uses gross kwh savings Need to define levelized cost at sector level; Not all PAs have costs by $/kw Page 37 of 94

44 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family Energy intensity Benchmarking 47 Average energy use intensity of multi family buildings (average usage per square foot not adjusted and including in unit accounts) Data Unit Assumptions and Notes 6,398,092,019 kwh Total kwh usage 1,505,146,221 SqFt Total sqft 4.3 kwh/sqft 6,387,973,047 kwh 2016 baseline 1,505,146,221 SqFt 2016 baseline 4.2 kwh/sqft 6,386,557,181 kwh 2016 baseline 1,505,146,221 SqFt 2016 baseline 4.2 kwh/sqft 6,385,674,767 kwh 2016 baseline 1,505,146,221 SqFt 2016 baseline 4.2 kwh/sqft 2018 proposed reporting start date There is potentially an issue differentiating in unit, common area, and master metered accounts. Going forward implementers collect this data, however, there may be a concern for consistency of this information. The PAs do not have the square footage of MF properties from which to establish baselines. Working with implementers we can begin to track certain downstream programs. Page 38 of 94

45 Sector Intervention Strategy Reference # Metric Baseline Note(s) Residential Multi family Energy intensity Benchmarking 48 Average energy use intensity of multi family units Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 39 of 94

46 Commercial Page 40 of 94 July 14, 2017

47 Sector Commercial Intervention Strategy C1 Capturing energy savings Total Reference # 49, 50, 51, 52 Metric First year annualized ex ante electric and demand savings, gross and net. Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Baseline 220,966, ,299,046 45,083 31,955 kwh or kw Savings value represents First Year Gross kwh N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 277,772, ,738,016 47,306 33,531 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 3 year average. Net savings calculated using 2016 net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 286,947, ,269,388 48,869 34,638 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 3 year average. Net savings calculated using 2016 net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 308,899, ,895,987 52,607 37,288 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 2 year average. Net savings calculated using 2016 net to gross ratio. Note(s) 2018 proposed reporting start date Potential Metric Enhancements Potentially use specific net to gross ratio for each target. If net to gross changes significantly in future years, targets may need to be adjusted. Cost to Develop/Enhance Reporting No significant costs expected. Timing to Develop/Enhance Reporting 6 months after any CPUC ruling or decision on non residential net to gross ratio. Gas savings not applicable for SCE. Page 41 of 94

48 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial C2 Capturing energy savings Sector % 53, 54, 55, 56 First year annualized ex ante savings, gross and net, as a percentage of 2016 sectoral usage (baseline). Gross kwh Net kwh Gross kw Net kw Unit Assumptions and Notes 220,966, ,299,046 45,083 31,955 kwh or kw 2016 claimed gross EE savings. Savings value represents First Year Gross kwh. 28,478,505,276 20,272,978,717 5,810,377 4,118,417 kwh or kw Total sectoral usage is based on NAICS codes 0.8% 0.8% 0.8% 0.8% % 277,772, ,738,016 47,306 33,531 kwh or kw SCE Amended EE Rolling Portfolio Bus Plan For Appendix C; 3 year avg gross kwh savings 28,478,505,276 20,272,978,717 5,810,377 4,118,417 kwh or kw 2016 baseline. 1.0% 1.0% 0.8% 0.8% % 286,947, ,269,388 48,869 34,638 kwh or kw SCE Amended EE Rolling Portfolio Bus Plan For Appendix C; 3 year avg gross kwh savings 28,478,505,276 20,272,978,717 5,810,377 4,118,417 kwh or kw 2016 baseline. 1.0% 1.0% 0.8% 0.8% % 308,899, ,895,987 52,607 37,288 kwh or kw SCE Amended EE Rolling Portfolio Bus Plan For Appendix C; 3 year avg gross kwh savings; 2 year avg of gross kwh savings. 28,478,505,276 20,272,978,717 5,810,377 4,118,417 kwh or kw 2016 baseline. 1.1% 1.1% 0.9% 0.9% % 2018 proposed reporting start date Potential Metric Enhancements Potentially use specific net to gross ratio for each target. If net to gross changes significantly in future years, targets may need to be adjusted. Cost to Develop/Enhance Reporting No significant costs expected. Timing to Develop/Enhance Reporting 6 months after any CPUC ruling or decision on non residential net to gross ratio. SCE did not include net kwh because net to gross is captured at the measure level. SCE did not include kw (gross and net) because information unavailable at this time but can be captured after billing system upgrade in Page 42 of 94

49 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Greenhouse gas emissions 57 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 43 of 94

50 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial D2 Depth of interventions Project 58, 59, 60, 61 Energy savings (kwh, kw) per project Gross kwh Net kwh Gross kw Net kw Unit Assumptions and Notes 220,966, ,299,046 45,083 31,955 kwh or kw 2016 claimed gross kwh savings. Savings value represents First Year Gross kwh 23,705 23,705 23,705 23,705 Projects Number of installed and approved projects. 9,321 6, kwh/proj or kw/proj 277,772, ,738,016 47,306 33,531 kwh or kw SCE Amended EE Rolling Portfolio Bus Plan For Appendix C; 3 year avg gross kwh savings 23,588 23,588 23,588 23,588 Projects Escalated based on budget growth from 2016 (baseline) to average. 11,776 8, kwh/proj or kw/proj 286,947, ,269,388 48,869 34,638 kwh or kw SCE Amended EE Rolling Portfolio Bus Plan For Appendix C; 3 year avg gross kwh savings. 24,367 24,367 24,367 24,367 Projects Escalated based on budget growth from 2016 (baseline) to average. 11,776 8, kwh/proj or kw/proj 308,899, ,895,987 52,607 37,288 kwh or kw SCE Amended EE Rolling Portfolio Bus Plan For Appendix C; 3 year avg gross kwh savings; 2 year avg of gross kwh savings. 26,231 26,231 26,231 26,231 Projects Escalated based on budget growth from 2016 (baseline) to average. 11,776 8, kwh/proj or kw/proj 2018 proposed reporting start date Potential Metric Enhancements kw likely to provide similar info for this metric; however, potentially enhance with kw metric. Building information unavailable. Working on requirements to capture building sqft, # of buildings, buildings/project, and sqft/project in billing system upgrade. Cost to Develop/Enhance Reporting SCE plans to track applications by building as part of its CS Replatform project. No additional funding anticipated. Timing to Develop/Enhance Reporting Metric uses gross kwh savings. Therms not applicable for SCE. Project is defined as any completed EE project where savings have been claimed within the calendar year. This metric only includes energy savings for downstream programs (i.e., does not include midstream or upstream energy savings). Page 44 of 94

51 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial D3 Depth of interventions SqFt 62, 63 Energy savings (kwh, kw) per square foot Gross kwh Gross kw Unit Assumptions and Notes 220,966,133 45,083 Gross kwh 2016 claimed savings. Savings value represents First Year Gross kwh 423,825, ,825,264 SqFt Determined avg sqft/project based on reported sqft in applications. Applied this avg sqft/project to the total number of projects to yield total sqft kwh/sqft 277,772,853 47,306 Gross kwh Southern California Edison Company s Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C; 3 year avg 423,825, ,825,264 SqFt Used 2016 baseline kwh/sqft 286,947,810 48,869 Gross kwh Southern California Edison Company s Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C; 3 year avg 423,825, ,825,264 SqFt Used 2016 baseline kwh/sqft 308,899,305 52,607 Gross kwh Southern California Edison Company s Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C; 2 year avg (forecast did not go beyond 2025) 423,825, ,825,264 SqFt Used 2016 baseline kwh/sqft 2018 proposed reporting start date Potential Metric Enhancements kwh and kw likely to provide similar directional information for this metric; however, potentially enhance with kw metric. Square footage info could be improved, as this metric based on square footage based on averages for customers that self reported such information in their application. Cost to Develop/Enhance Reporting SCE plans to track applications by building as part of its CS Replatform project. No additional funding anticipated. Timing to Develop/Enhance Reporting 6 8 months after receiving specific direction from CPUC. There is the possibility of studying how to cost effectively capture square footage and ensure quality, but this may mean that the metric would not be available until this process is known and adopted by PA. Metric uses gross kwh savings. It would be difficult to set a baseline or good targets because of lack of historical information and uncertainty around volatility of the value. This metric only includes energy savings for downstream programs (i.e., no midstream or upstream energy savings). Page 45 of 94

52 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial P1 Penetration (% participation) of energy efficiency programs in the eligible market 64, 65, 66 Percent of participation relative to eligible population for small, medium, and large customers % participation of small customers % participation of med customers % participation of large customers Unit Assumptions and Notes 320 1,510 21,874 Service Accounts Applied customer size distributions (table 23 in SCE Business Plan) to Commercial participants 8,259 38, ,967 Service Accounts Applied customer size distributions (table 23 in SCE Business Plan) to commercial service accts 3.9% 3.9% 3.9% % 319 1,503 21,766 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2018 to 2020 average. 8,259 38, ,967 Service Accounts 2016 baseline 3.9% 3.9% 3.9% % 329 1,552 22,485 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2021 to 2023 average 8,259 38, ,967 Service Accounts 2016 baseline 4.0% 4.0% 4.0% % 354 1,671 24,205 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2024 to 2025 average 8,259 38, ,967 Service Accounts 2016 baseline 4.3% 4.3% 4.3% % 2018 proposed reporting start date Small customers are defined as service accounts (SA's) with demands less than 50 kw; medium customers defined as SA's with demands between 50 kw and 250 kw; and large customers defined as SA's with demands greater than 250 kw. Page 46 of 94

53 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial P2 Penetration (% SqFt) of energy efficiency programs in the eligible market 67 Percent of square feet of eligible population Data Unit Assumptions and Notes 423,825,264 SqFt Determined avg sqft/project based on reported sqft in applications. Applied this avg sqft/project to the total number of projects to yield total sqft. 2,581,749,800 SqFt Source: CEC 16% % 421,729,060 SqFt Escalated based on EE budget growth between 2016 (baseline) and 2018 to 2020 average. 2,710,873,867 SqFt Source: CEC 16% % 435,658,953 SqFt Escalated based on EE budget growth between 2016 (baseline) and 2021 to 2023 average 2,820,787,133 SqFt Source: CEC 15% % 468,986,844 SqFt Escalated based on EE budget growth between 2016 (baseline) and 2024 to 2025 average 2,909,538,300 SqFt Source: CEC 16% % 2018 proposed reporting start date If the source of eligible square foot is purchased, then recommend that the square foot within eligible population remain static over the business plan years to reduce costs. If the source of eligible square foot is from the CEC, the PAs note that the square foot cannot determine square footage for government buildings and therefore the eligible population for commercial and public would not be clear. Page 47 of 94

54 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial P4 Penetration (% HTR) of energy efficiency programs in the eligible market 68 Percent of participation by customers defined as hard to reach Data Unit Assumptions and Notes 6,170 Service Accounts Matched participant zip codes to HTR zip codes 247,136 Service Accounts Matched all service account zip codes to HTR zip codes 2.5% % 6,139 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2018 to 2020 average. 247,136 Service Accounts 2016 baseline 2.5% % 6,342 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2021 to 2023 average 247,136 Service Accounts 2016 baseline 2.6% % 6,827 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2024 to 2025 average 247,136 Service Accounts 2016 baseline 2.8% % 2018 proposed reporting start date Page 48 of 94

55 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Cost per unit saved 69, 70 Levelized cost of energy efficiency per kwh and kw Gross kwh Gross kw Unit Assumptions and Notes $95,666,526 $95,666,526 $ PAC cost 2,364,015, ,326 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.040 $198 $/kwh or $/kw $95,666,526 $95,666,526 $ 2016 baseline 2,971,764, ,112 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.032 $189 $/kwh or $/kw $95,666,526 $95,666,526 $ 2016 baseline 3,069,923, ,830 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.031 $183 $/kwh or $/kw $95,666,526 $95,666,526 $ 2016 baseline 3,304,772, ,826 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.029 $170 $/kwh or $/kw 2018 proposed reporting start date Metric uses gross kwh savings. Therms not applicable for SCE. Page 49 of 94

56 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Investment in energy efficiency 71 Dollars of investments (all sources) Data Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A $88,128,375 $ Portfolio budget (SCE s Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C) N/A N/A N/A N/A N/A N/A $87,692,499 $ Portfolio budget (SCE s Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C). 3 year average N/A N/A N/A N/A N/A N/A $90,589,021 $ Portfolio budget (SCE s Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C). 3 year average N/A N/A N/A N/A N/A N/A $97,519,077 $ Portfolio budget (SCE s Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C). 2 year average 2018 proposed reporting start date Page 50 of 94

57 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Use of whole building metered data to estimate savings 72 Fraction of total projects utilizing Normalized Metered Energy Consumption (NMEC) to estimate savings Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 51 of 94

58 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Use of whole building metered data to estimate savings 73 Fraction of total savings (gross kwh) derived from NMEC analysis Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 52 of 94

59 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Program Satisfaction 74 Improvement in customer satisfaction Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 53 of 94

60 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Energy Intensity (Benchmarking) % Benchmarked 75 Improvement in trade ally satisfaction Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 54 of 94

61 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Energy intensity Benchmarking 76 Percent of square feet of eligible population benchmarked Data Unit Assumptions and Notes 30,772,091 SqFt Average sqft benchmarked per year since ,581,749,800 SqFt Source: CEC 1.2% % 30,772,091 SqFt 2016 baseline. 2,581,749,800 SqFt 2016 baseline. Source: CEC 1.2% % 30,772,091 SqFt 2016 baseline. 2,581,749,800 SqFt 2016 baseline. Source: CEC 1.2% % 30,772,091 SqFt 2016 baseline. 2,581,749,800 SqFt 2016 baseline. Source: CEC 1.2% % 2018 proposed reporting start date Page 55 of 94

62 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Energy intensity Benchmarking 77 Percent of benchmarked customers relative to eligible population for small, medium, and large customers Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 56 of 94

63 Sector Intervention Strategy Reference # Metric Baseline Note(s) Commercial Energy intensity Benchmarking 78 Percent of benchmarking by customers defined as hard to reach Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 57 of 94

64 Public Page 58 of 94 July 14, 2017

65 Sector Public Intervention Strategy C1 Capturing energy savings Total Reference # 79, 80, 81, 82 Metric First year annualized ex ante electric and demand savings, gross and net. Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Baseline 26,337,042 19,217,190 2,921 2,131 kwh or kw 2016 claimed EE savings. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 29,457,627 21,494,169 3,828 2,793 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 3 year average. Net savings calculated using 2016 net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 30,430,625 22,204,130 3,955 2,886 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 3 year average. Net savings calculated using 2016 net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 32,758,567 23,902,745 4,257 3,106 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 2 year average. Net savings calculated using 2016 net to gross ratio. Note(s) 2018 proposed reporting start date Potential Metric Enhancements Potentially use specific net to gross ratio for each target. If net to gross changes significantly in future years, targets may need to be adjusted. Cost to Develop/Enhance Reporting No significant costs expected. Timing to Develop/Enhance Reporting 6 months after any CPUC ruling or decision on non residential net to gross ratio. Page 59 of 94

66 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public C2 Capturing energy savings Sector % 83, 84, 85, 86 First year annualized reported savings, gross and net as a percentage of 2016 sectoral usage Gross kwh Net kwh Gross kw Net kw Unit Assumptions and Notes 26,337,042 19,217,190 2,921 2,131 kwh or kw 8,143,911,639 5,942,318, , ,039 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net. 0.3% 0.3% 0.3% 0.3% % 29,457,627 21,494,169 3,828 2,793 kwh or kw 8,143,911,639 5,942,318,705 1,058, ,225 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net. 0.4% 0.4% 0.4% 0.4% % 30,430,625 22,204,130 3,955 2,886 kwh or kw 8,143,911,639 5,942,318,705 1,058, ,225 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net. 0.4% 0.4% 0.4% 0.4% % 32,758,567 23,902,745 4,257 3,106 kwh or kw 8,143,911,639 5,942,318,705 1,058, ,225 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net. 0.4% 0.4% 0.4% 0.4% % 2018 proposed reporting start date Page 60 of 94

67 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Greenhouse gas emissions 87 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 61 of 94

68 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public D2 Depth of interventions Project 88, 89, 90, 91 Energy savings (kwh, kw) per project Gross kwh Net kwh Gross kw Net kw Unit Assumptions and Notes 26,337,042 19,217,190 2,921 2,131 kwh or kw 2016 claimed gross kwh savings Project Number of installed and approved projects. 75,249 54, kwh or kw/project 29,457,627 21,494,169 3,828 2,793 kwh or kw SCE's Amended EE Rolling Portfolio Business Plan For Appendix C; 3 year gross kohl savings average Project Escalated based on budget growth from 2016 (baseline) to average. 96,424 70, kwh or kw/project 30,430,625 22,204,130 3,955 2,886 kwh or kw SCE's Amended EE Rolling Portfolio Business Plan For Appendix C; 3 year gross kohl savings average Project Escalated based on budget growth from 2016 (baseline) to average. 83,860 61, kwh or kw/project 32,758,567 23,902,745 4,257 3,106 kwh or kw SCE's Amended EE Rolling Portfolio Business Plan For Appendix C; 3 year gross kohl savings average Project Escalated based on budget growth from 2016 (baseline) to average. 83,860 61, kwh or kw/project 2018 proposed reporting start date Potential Metric Enhancements kwh and kw likely to provide similar directional information for this metric; however, potentially enhance with kw metric. Building information unavailable. Working on requirements to capture building square footage, number of buildings, buildings per project, and square foot per project for every project in billing system upgrade. Cost to Develop/Enhance Reporting SCE plans to track applications by building as part of its CS Replatform project. No additional funding anticipated. Timing to Develop/Enhance Reporting Metric uses gross kwh savings. Therms not applicable for SCE. Project is defined as any completed EE project where savings have been claimed within the calendar year. This metric only includes energy savings for downstream programs (i.e., does not include midstream or upstream energy savings). Page 62 of 94

69 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public D3 Depth of interventions SqFt 92, 93 Energy savings (kwh, kw) per square foot Gross kwh Gross kw Unit Assumptions and Notes 26,337,042 2,921 kwh or kw 2016 claimed savings. Savings value represents First Year Gross KWh 28,496,351 28,496,351 Sq Ft Calculated average sqft/project based on projects that reported sqft. Applied this average to the number of projects kwh or kw/sq Ft 29,457,627 3,828 kwh or kw SCE's Amended Rolling Portfolio Business Plan For Appendix C; 3 year avg 28,496,351 28,496,351 Sq Ft 2016 baseline kwh or kw/sq Ft 30,430,625 3,955 kwh or kw SCE s Amended EE Rolling Portfolio Business Plan For Appendix C; 3 year avg 28,496,351 28,496,351 Sq Ft 2016 baseline kwh or kw/sq Ft 32,758,567 4,257 kwh or kw SCE s Amended EE Rolling Portfolio Business Plan For Appendix C; 2 year avg (forecast did not go beyond 2025) 28,496,351 28,496,351 Sq Ft 2016 baseline kwh or kw/sq Ft 2018 proposed reporting start date Potential Metric Enhancements Therms not applicable to SCE. kwh and kw likely to provide similar directional information for this metric; however, potentially enhance with kw metric. As described above, square footage information could be improved, as this metric based on square footage based on averages for customers that self reported such information in their application. Cost to Develop/Enhance Reporting Estimated to be less than $1M. However, data quality for this self reported information may be low. Timing to Develop/Enhance Reporting 6 8 months after receiving specific direction from CPUC. There is the possibility of studying how to cost effectively capture square footage and ensure quality, but this may mean that the metric would not be available until this process is known and adopted by PA. Metric uses gross kwh savings. It would be difficult to set a baseline or good targets because of lack of historical information and uncertainty around volatility of the value. This metric only includes energy savings for downstream programs (i.e., does not include midstream or upstream energy savings). Page 63 of 94

70 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Wastewater 94 Average annual energy savings (kwh, kw therms) per annual flow through project water/wastewater facilities Not completed. Metric added by Energy Division on 7/10/17. kwh kw Unit Assumptions and Notes 2018 proposed reporting start date Small customers are defined as service accounts (SA's) with demands less than 50 kw; medium customers defined as SA's with demands between 50 kw and 250 kw; and large customers defined as SA's with demands greater than 250 kw. Page 64 of 94

71 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public P1 Penetration (% participation) of energy efficiency programs in the eligible market 95 Percent of participation relative to eligible population Data Unit Assumptions and Notes 350 Service Accounts Participant volume 75,000 Service Accounts Eligible population (SCE Amended Business Plan pg. 173) 0.5% % 348 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2018 to 2020 average. 75,000 Service Accounts 2016 baseline 0.5% % 360 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2021 to 2023 average. 75,000 Service Accounts 2016 baseline 0.5% % 387 Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2024 to 2025 average. 75,000 Service Accounts 2016 baseline 0.5% % 2018 proposed reporting start date Small customers are defined as service accounts (SA's) with demands less than 50 kw; medium customers defined as SA's with demands between 50 kw and 250 kw; and large customers defined as SA's with demands greater than 250 kw. Page 65 of 94

72 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public P2 Penetration (% SqFt) of energy efficiency programs in the eligible market 96 Percent of square feet of eligible population Data Unit Assumptions and Notes 28,496,351 Sq Ft Calculated based on average sqft/project from projects with reported SqFt multiplied by the number of projects in ,858,000 Sq Ft Source: CEC "Schools" and "Colleges" 8.91% % 24,856,301 Sq Ft Escalated 2016 baseline by average EE budget growth from 2018 to ,856,600 Sq Ft Source: CEC "Schools" and "Colleges." 3 year average. 7.47% % 26,149,200 Sq Ft Escalated 2016 baseline by average EE budget growth from 2018 to ,844,067 Sq Ft Source: CEC "Schools" and "Colleges." 3 year average. 7.56% % 28,149,613 Sq Ft Escalated 2016 baseline by average EE budget growth from 2018 to ,075,550 Sq Ft Source: CEC "Schools" and "Colleges." 2 year average 7.88% % 2018 proposed reporting start date If the source of eligible square foot is purchased, the PAs recommend that the square foot within eligible population remain static over the business plan years to reduce costs. If the source of eligible square foot is from the CEC, the PAs note that the square foot cannot determine square footage for government buildings and therefore the eligible population for commercial and public would not be clear. Page 66 of 94

73 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Penetration: Wastewater 97 Percent of Public Sector water/wastewater flow enrolled in water/wastewater programs Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 67 of 94

74 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Cost per unit saved 98, 99 Levelized cost of energy efficiency per kwh and kw kwh kw Unit Assumptions and Notes $17,923,325 $17,923,325 $ PAC cost 269,178,268 35,213 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.067 $509 $/kwh or kw $17,923,325 $17,923,325 $ 2016 baseline 301,072,274 39,129 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.060 $458 $/kwh or kw $17,923,325 $17,923,325 $ 2016 baseline 311,016,821 40,421 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.058 $443 $/kwh or kw $17,923,325 $17,923,325 $ 2016 baseline 334,809,594 43,513 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.054 $412 $/kwh or kw 2018 proposed reporting start date Page 68 of 94

75 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Investment in energy efficiency 100 Dollars of investments (all sources) Data Unit Assumptions and Notes N/A N/A N/A N/A $22,315,676 $ SCE Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C (portfolio budget) N/A N/A N/A N/A $19,465,129 $ SCE Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C (portfolio budget); 3 year average N/A N/A N/A N/A $20,477,607 $ SCE Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C (portfolio budget); 3 year average N/A N/A N/A N/A $22,044,143 $ SCE Amended Energy Efficiency Rolling Portfolio Business Plan For Appendix C (portfolio budget); 2 year average 2018 proposed reporting start date Page 69 of 94

76 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Energy intensity 101 Average energy use intensity of all Public Sector buildings Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 70 of 94

77 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Energy intensity 102 Percent of Public sector buildings with current benchmark Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 71 of 94

78 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Energy intensity 103 Percent of floorplan area of all Public sector buildings with current benchmark Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 72 of 94

79 Sector Intervention Strategy Reference # Metric Baseline Note(s) Public Energy intensity Benchmarking 104 Percent of square feet of eligible population benchmarked Data Unit Assumptions and Notes 30,772,091 Sq Ft Average annual benchmarking from 2010 June, 2017, all sectors 319,858,000 Sq Ft Source: CEC, "Schools" and "Colleges" 10% % 30,772,091 Sq Ft 2016 baseline 319,858,000 Sq Ft 2016 baseline 10% % 30,772,091 Sq Ft 2016 baseline 319,858,000 Sq Ft 2016 baseline 10% % 30,772,091 Sq Ft 2016 baseline 319,858,000 Sq Ft 2016 baseline 10% % 2018 proposed reporting start date Page 73 of 94

80 Industrial Page 74 of 94 July 14, 2017

81 Sector Industrial Intervention Strategy C1 Capturing energy savings Total Reference # 105, 106, 107, 108 Metric First year annualized ex ante gas, electric, and demand savings, gross and net Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Baseline 89,591,965 60,890,582 12,456 8,396 kwh or kw 2016 claimed gross and net kwh savings N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 131,062,564 89,075,798 8,349 5,628 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 3 year average. Net savings calculated using 2016 net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 135,391,617 92,018,010 8,625 5,813 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 3 year average. Net savings calculated using 2016 net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 145,749,070 99,057,384 9,284 6,258 kwh or kw Gross kwh per SCE's Amended EE Business Plan, Appendix C. 2 year average. Net savings calculated using 2016 net to gross ratio. Note(s) 2018 proposed reporting start date Sector level targets will be informed by Goals and Potentials studies, unclear how potentials studies should be used to inform targets for MCE (the only REN or CCA with industrial and agricultural sectors in their business plan). Page 75 of 94

82 Sector Intervention Strategy Reference # Metric Baseline Note(s) Industrial C2 Capturing energy savings Sector % 109, 110, 111, 112 First year annualized ex ante savings, gross and net, as a percentage of 2016 sectoral usage (baseline). Gross kwh Net kwh Gross kw Net kw Unit Assumptions and Notes 89,591,965 60,890,582 12,456 8,396 kwh or kw 22,462,271,655 15,266,333,249 3,122,937 2,105,024 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net. 0.4% 0.4% 0.4% 0.4% % 131,062,564 89,075,798 8,349 5,628 kwh or kw 22,462,271,655 15,266,333,249 1,430, ,492 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net. 0.6% 0.6% 0.6% 0.6% % 135,391,617 92,018,010 8,625 5,813 kwh or kw 22,462,271,655 15,266,333,249 1,430, ,492 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net. 0.6% 0.6% 0.6% 0.6% % 145,749,070 99,057,384 9,284 6,258 kwh or kw 22,462,271,655 15,266,333,249 1,430, ,492 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net. 0.6% 0.6% 0.6% 0.6% % 2018 proposed reporting start date Metric uses gross kwh savings. Consider using 2017 annual sectoral usage as the baseline for the duration of the Business Portfolio period. This allows reporting on doubling of energy savings. This metric will be calculated with annual sectoral savings in the numerator and 2017 baseline sectoral use as the denominator. Energy savings as a percentage of use is a small number, and doubling that would still yield a small number. Page 76 of 94

83 Sector Intervention Strategy Reference # Metric Baseline Note(s) Industrial Greenhouse gas emissions 113 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 77 of 94

84 Sector Intervention Strategy Reference # Metric Baseline Note(s) Industrial P1 Penetration (% participation) of energy efficiency programs in the eligible market 114, 115, 116 Percent of participation relative to eligible population for small, medium, and large customers % participation of small customers % participation of medium customers % participation of large customers Unit Assumptions and Notes Service Accounts Allocated participants using distribution in SCE Amended Business Plan (Table 32) 40,873 6,131 2,044 Service Accounts Applied size distribution reported in SCE Amended Business Plan (Table 32) 0.37% 0.37% 0.37% % Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2018 to 2020 average. 40,873 6,131 2,044 Service Accounts 2016 baseline 0.41% 0.41% 0.41% % Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2021 to 2023 average 40,873 6,131 2,044 Service Accounts 2016 baseline 0.42% 0.42% 0.42% % Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2024 to 2025 average 40,873 6,131 2,044 Service Accounts 2016 baseline 0.45% 0.45% 0.45% % 2018 proposed reporting start date Participant still needs to be defined. See Commercial common metric. Eligible population can be defined by NAICS codes, but size of population should remain constant over Business Plan period. See Commercial common metric. Size (S, M, L) is defined differently by PAs, using different metrics. PG&E uses kwh ranges, SCE uses kw ranges. This metric will not be able to roll up to a sector level metric across all PAs. Some PA customer size ranges are tied to rates, and thus cannot be aligned across PAs. See Commercial common metric. Page 78 of 94

85 Sector Intervention Strategy Reference # Metric Baseline Note(s) Industrial Cost per unit saved 117 Levelized cost of energy efficiency per kwh, therm, and kw Not completed. Metric added by Energy Division on 7/10/17. Data Assumptions and Notes Page 79 of 94

86 Sector Intervention Strategy Reference # Metric Baseline Note(s) Industrial New Participation (Industrial ONLY) 118, 119, 120 Percent of customers participating that are new participants (annually), for Small, Medium and Large customers % participation of new small customers % participation of new medium customers % participation of new large customers Unit Assumptions and Notes Service Accounts Net new service account. No previous record of EE participation. 40,873 6,131 2,044 Service Accounts Applied size distribution reported in SCE Amended Business Plan (Table 32) 0.00% 0.00% 0.05% % Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2018 to 2020 average. 40,873 6,131 2,044 Service Accounts 2016 baseline 0.00% 0.00% 0.05% % Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2021 to 2023 average 40,873 6,131 2,044 Service Accounts 2016 baseline 0.00% 0.00% 0.06% % Service Accounts Escalated based on EE budget growth between 2016 (baseline) and 2024 to 2025 average 40,873 6,131 2,044 Service Accounts 2016 baseline 0.00% 0.00% 0.06% % 2018 proposed reporting start date A participant can be defined by a unique combination of premise ID and account number. New can be defined as a participant who did not receive an incentive in the past three years (e.g., a 2017 participant did not receive an incentive in 2014, 2015, or 2016). PAs suggest that new customers be reported by size, because it is known that depending on the strategy, there is a tradeoff between participation rate (breadth) and depth of energy savings (depth). At the sector level, these effects may wash out. Page 80 of 94

87 Agricultural Page 81 of 94 July 14, 2017

88 Sector Agricultural Intervention Strategy C1 Capturing energy savings Total Reference # 121, 122, 123, 124 Metric First year annualized ex ante electric and demand savings, gross and net Gross kwh savings Net kwh savings Gross kw savings Net kw savings Unit Assumptions and Notes N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A Baseline 12,141,150 8,338,811 1, kwh or kw 2016 claimed gross and net kwh savings N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1,866,515 1,281, kwh or kw Net savings calculated using 2016 net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 1,928,166 1,324, kwh or kw Net savings calculated using 2016 net to gross ratio. N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A 2,075,671 1,425, kwh or kw Net savings calculated using 2016 net to gross ratio. Note(s) 2018 proposed reporting start date Page 82 of 94

89 Sector Intervention Strategy Reference # Metric Baseline Note(s) Agricultural C2 Capturing energy savings Sector % 125, 126, 127, 128 First year annualized ex ante savings, gross and net, as a percentage of 2016 sectoral usage (baseline). Gross kwh Net kwh Gross kw Net kw Unit Assumptions and Notes 12,141,150 8,338,811 1, $ 3,351,967,328 2,302,205, , ,494 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net $/kwh or $/kw 1,866,515 1,281, $ 3,351,967,328 2,302,205, , ,460 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net $/kwh or $/kw 1,928,166 1,324, $ 3,351,967,328 2,302,205, , ,460 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net $/kwh or $/kw 2,075,671 1,425, $ 3,351,967,328 2,302,205, , ,460 kwh or kw Applied kw/kwh ratio to calculate Gross kw. Used Gross to Net ratio to calculate Net $/kwh or $/kw 2018 proposed reporting start date Metric uses gross kwh savings. Page 83 of 94

90 Sector Intervention Strategy Reference # Metric Baseline Note(s) Agricultural Greenhouse gas emissions 129 Greenhouse gasses (MT CO2eq) Net kwh savings, reported on an annual basis Not completed. Metric added by Energy Division on 7/10/17. Data Unit Assumptions and Notes Page 84 of 94

91 Sector Intervention Strategy Reference # Metric Baseline Note(s) Agricultural P1 Penetration (% participation) of energy efficiency programs in the eligible market 130, 131, 132 Percent of participation relative to eligible population for small, medium, and large customers % participation of small customers % participation of medium customers % participation of large customers Unit Assumptions and Notes Service Account Allocated participants using distribution in SCE Amended Business Plan (Table 38) 41,000 8,000 1,000 Service Account SCE Amended Energy Efficiency Rolling Portfolio Business Plan For , Table % 0.29% 0.29% % Service Account Escalated 2016 baseline by average EE budget growth from 2018 to ,000 8,000 1,000 Service Account 2016 baseline 0.31% 0.31% 0.31% % Service Account Escalated 2016 baseline by avg EE budget growth from 2021 to ,000 8,000 1,000 Service Account 2016 baseline 0.32% 0.32% 0.32% % Service Account Escalated 2016 baseline by avg EE budget growth from 2024 to ,000 8,000 1,000 Service Account 2016 baseline 0.35% 0.35% 0.35% % 2018 proposed reporting start date Participant still needs to be defined. See Commercial common metric. Eligible population can be defined by NAICS codes, but size of population should remain constant over Business Plan period. See Commercial common metric. Size (S, M, L) is defined differently by PAs, using different metrics. PG&E uses kwh ranges, SCE uses kw ranges. This metric will not be able to roll up to a sector level metric across all PAs. Some PA customer size ranges are tied to rates, and thus cannot be aligned across PAs. See Commercial common metric. Page 85 of 94

92 Sector Intervention Strategy Reference # Metric Baseline Note(s) Agricultural Cost per unit saved (Agriculture ONLY) 133, 134 Levelized cost of energy efficiency per kwh and kw Gross kwh Gross kw Unit Assumptions and Notes $4,038,372 $4,038,372 $ PAC only 85,795,016 9,986 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.047 $404 $/kwh or $/kw $4,038,372 $4,038,372 $ 2016 baseline 13,189,661 3,045 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.31 $1,326 $/kwh or $/kw $4,038,372 $4,038,372 $ 2016 baseline 13,625,322 3,146 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.30 $1,284 $/kwh or $/kw $4,038,372 $4,038,372 $ 2016 baseline 14,667,658 3,386 kwh or kw Levelized cost represents discounted lifecycle savings using program administrator cost. Used first year gross savings to lifecycle gross savings ratio for forecast period. $0.28 $1,193 $/kwh or $/kw 2018 proposed reporting start date Metric uses gross kwh savings. Page 86 of 94

93 Page 87 of 94 July 14, 2017

94 Page 88 of 94 July 14, 2017

95 Page 89 of 94 July 14, 2017

96 Page 90 of 94 July 14, 2017