Update on PG&E Low-Income Assistance Programs

PG&E CARE-ESA Program Update Low Income Oversight Board Meeting Sacramento, CA March 15, 2017

PG&E CARE Program CARE Enrollment, Penetration and Expenditures Estimated Eligible Customers Customers Enrolled Penetration Rate % of Year Expenditures Discounts Authorized 1,423,324 1,612,148 88% $12,216,197 77% $587,716,066 2016 Year-End 1,423,989 1,635,673 87% $14,135,806 89% $558,560,274 2015 Year-End 1,413,334 86% $12,281,846 78% $607,206,765 2014 Year-End 1,648,774 Notes: December 31, 2016 CARE program data reported in PG&E s Monthly Low Income Report submitted to CPUC on January 20, 2017. CARE Authorized budget based on D.15-12-024 and D.16-06-018, which authorized bridge funding not to exceed the 2015 Authorized budget for the period of January 1, 2016 December 31, 2016, or until the CPUC adopts a final decision on the IOU s budget applications for 2015-2017. 2014 and 2015 Annual data reported in PG&E s Low Income Report submitted to CPUC May 1 of each year. 2

PG&E ESA Program Number of Homes Treated and Program Expenditures Homes Treated % of Goal % of Year Goal Expenditures Authorized 72,459 119,940 60% $105,186,181 64% 2016 Year-End 100,573 119,940 84% $136,775,345 83% 2015 Year End 123,539 119,940 103% $145,940,449 88% 2014 Year End Notes: December 31, 2016 ESA program data reported in PG&E s Monthly Low Income Report submitted to CPUC on January 201, 2017. Final 2016 results will be reported in PG&E s ESA Program Annual report on May 1, 2017. 2016 ESA Authorized budget based on D. 15-12-024 which authorized bridge funding for the period of January 1, 2016 June 30, 2016. 2014 and 2015 Annual data reported in PG&E s Low Income Report submitted to CPUC May 1 of each year. 3

PG&E ESA Program 2015-2016 Expenditures and Unspent Funds 2016 (Year End) 2015 (Year End) Amount Authorized Unspent G/E Funds 1 Amount Authorized Unspent G/E Funds 2 Expenses 1 Expenses 2 $105,127,384 $163,946,779 $58,819,395 $136,775,345 $163,946,779 $27,030,088 1 Reflects total preliminary 2016 unspent funds data as of March 7, 2017. 2 From PG&E 2015 ESA-CARE Annual Report; adjusted to remove M&E line item funds committed to 2015-2020 Studies authorized in D.16-11-022. 2009-2016 Unspent Funds Unspent G/E Funds 2009 - 2014 3 Unspent G/E Funds 2009 2015 3 Unspent G/E Funds 2009 2016 3, 4 $92,982,057 $120,012,145 $263,565,318 3 This amount has been adjusted to remove M&E line item funds committed to authorized 2015-2020 Studies. 4 Reflects total preliminary 2016 unspent funds data as of March 7, 2017. 4

Good News and Developments ESA Program: Multi-Family Single Point of Contact (SPOC) and Whole Building Common Area Measures Formalizing SPOC role and processes Planning to launch Q2 2017 Whole Building Common Area Measures Planning to launch Q2 2017 Administration through PG&E s Energy Efficiency program Integrated with EE MF programs On-Bill Financing (OBF) to be integrated with MF offering MF Affidavit/Property Owner Waiver process Joint IOU statewide form completed 5

PY 2017 Goals, Plans, and Progress Goals ESA Homes Treated : 90,030 Plans Marketing & Outreach Workshop to be held May 2017 ESA Program CSD Initiatives: data sharing and LIWP leveraging Implement Go Back by mid-Q2 2017 Update existing program database by end of December 2017 Mobile versioning of ESA interest form and expand languages by end of December 2017 Multifamily Initiatives: Formalize SPOC role and launch whole building common measures Progress Cost Effectiveness Working Group Plan Filed January 2017 Mid-Cycle Working Group Kickoff March 2017 Energy Education Workshop March 8, 2017 Petition For Modification (PFM) seeking Decision clarifications filed mid-March 2017 Request for Extension for items in clarification PFM filed mid-March 2017 Conforming Advice Letter to be filed March 31, 2017 ESA Program Funds provided to MCE January 2017 Implemented removal of measure caps and 3 Measure Minimum 6

Native American Tribal Entities in PG&E s Service Area PG&E engages with approximately 100 Native American tribal entities, including those that are federally- recognized, state-recognized, and others that operate as tribal communities without federal or state recognition. Tribes vary in size and influence from small family units that engage on issues related to natural and cultural resources, to large, well-organized, and funded tribes with professional staff charged with advancing interests across a range of topics. PG&E is collaborating with SCE on a joint project for 2017. 7

CHANGES: 2016 Activities and Trends HEAP/LIHEAP Application Assistance Assist With Changes to Account Medical Baseline Application Assistance Billed Language Changed Energy Savings Assistance Program Assisted with Reconnection Service Provided - Needs Assistance (687 cases) Set Up Payment Extension Set up New Account Added Level Pay Plan REACH Application Assistance Assisted High Energy User With Document Submission Set Up Payment Plan Reported Safety Problem Set Up 3rd Party Notification Energy Efficiency Tool 0 100 200 300 400 500 600 Note: CHANGES CBOs in PG&E s service area served 30 languages: American Sign Language (ASL), Albanian, Arabic, Armenian, Bembe, Burmese, Cambodian, Cantonese, Chaldean, Dari, English, Farsi, French, German, Hmong, Japanese, Karen, Khmer, Korean, Laotian, Mandarin, Ngam, Portuguese, Russian, Somali, Spanish, Swahili, Tagalog, Tamil, and Vietnamese. California Public Utilities Commission, CHANGES Monthly Report. December 2016 and CHANGES Monthly Report May 2016 8

CHANGES: 2016 Activities and Trends-continued Changed Third Party Gas Aggregation Stop Disconnection Energy Assistance Program Application Bill Adjustment Actions Taken Dispute Resolutions (433 Cases) Set up Payment Plan Request Meter Service or Testing Set Up Payment Extension Medical Baseline Application Assistance Scheduled Energy Audit Reschedule Service Visit Consumer Education Only 0 50 100 150 200 250 CARE/FERA and Other Understanding Your Bill Avoiding Disconnection Consumer Education Workshops (12,211 attendees) Energy Conservation Safety Tips Gas Aggregation Level Pay Plan High Energy Use 0 1000 2000 3000 4000 Note: CHANGES CBOs in PG&E s service area served 30 languages: American Sign Language (ASL), Albanian, Arabic, Armenian, Bembe, Burmese, Cambodian, Cantonese, Chaldean, Dari, English, Farsi, French, German, Hmong, Japanese, Karen, Khmer, Korean, Laotian, Mandarin, Ngam, Portuguese, Russian, Somali, Spanish, Swahili, Tagalog, Tamil, Vietnamese. Data Source: California Public Utilities Commission, CHANGES Monthly Report. December 2016 and CHANGES Monthly Report May 2016 9

D.16-11-022: LIOB Directives Directives for LIOB Reporting First-Touch vs Go-Back: Report customer visits (p.69) Multi-Family Common Area: Report measure participation, program spending, and provide an analysis of treatment results including, but not limited, to energy and water/energy nexus savings (p.194) Multi-Family Buildings: Report deployment of ESA to MF buildings, and recommendations for program adjustments (p.209) Tribal Consultations: Track and report activities(p.280) Willingness and Feasibility To Participate (WFPT) factor: Report updates (p.280) My Energy/My Account upgrades costs: Identify all programs or initiatives that will be able to benefit from them, and coordinate with the relevant proceedings so that the relevant costs can be considered in those proceedings cost effectiveness decision-making. (p.320) Fund shifting: Identify primary drivers for underspending and make recommendations to achieve program objectives (pp.360-362) Energy Education: Track and report customers that opt-in to either a demand response program or an alternative tariff when receiving energy assistance measures through ESA (OP.7) 10

PG&E CARE-ESA Contacts Allen Fernandez Smith, Manager Low Income Programs and Strategy A1FP@pge.com Paola Benassi, Manager ESA Program P1BL@pge.com Mary O Drain, Expert Regulatory Reporting and Policy MJOb@pge.com 11