It is reasonable to require the PAs to include updated budget information, including the supplemental budget filings, starting with their September 3, 2019 ABALs. We should require the IOUs’ ABALs to include forecasted portfolio TRCs that meet or exceed 1.25, except for program years 2019 – 2022 (ramp years), during which the IOUs’ ABALs should include forecasted portfolio TRCs that meet or exceed 1.0. An additional process, for IOUs whose ABALs include forecasted portfolio TRCs that meet or exceed 1.0 but do not meet or exceed 1.25 during the program years 2019-2022 (ramp years), is necessary to provide for continuity and align PAs’ interests with our overall objectives of meeting or exceeding energy savings goals, costeffectively, and within budget. Recommendations for major modifications to costeffectiveness policy should not be addressed in this proceeding. Recommendations for major modifications to costeffectiveness policy should cite to specific evaluation studies and/or program data supporting such recommendations, in R.1311005 or its successor. The program administrators should ensure their accounting and reporting policies and practices can accommodate any requirements the Commission may adopt in Rulemaking 1311005 or its successor proceeding. We should consider third party models that minimize administrative costs. We should enable third parties to choose whether to use utility account representatives. The IOUs should track the number and proportion of third parties that forego the option of using utility account representatives. The utilities should include this information in their annual reports.
It is reasonable to require the PAs to include updated budget information, including the supplemental budget filings, starting with their September 3, 2019 ABALs. We should require the IOUs’ ABALs to include forecasted portfolio TRCs that meet or exceed 1.25, except for program years 2019 – 2022 (ramp years), during which the IOUs’ ABALs should include forecasted portfolio TRCs that meet or exceed 1.0. An additional process, for IOUs whose ABALs include forecasted portfolio TRCs that meet or exceed 1.0 but do not meet or exceed 1.25 during the program years 2019-2022 (ramp years), is necessary to provide for continuity and align PAs’ interests with our overall objectives of meeting or exceeding energy savings goals, costeffectively, and within budget. Recommendations for major modifications to costeffectiveness policy should not be addressed in this proceeding. Recommendations for major modifications to costeffectiveness policy should cite to specific evaluation studies and/or program data supporting such recommendations, in R.1311005 or its successor. The program administrators should ensure their accounting and reporting policies and practices can accommodate any requirements the Commission may adopt in Rulemaking 1311005 or its successor proceeding. We should consider third party models that minimize administrative costs. We should enable third parties to choose whether to use utility account representatives. The IOUs should track the number and proportion of third parties that forego the option of using utility account representatives. The utilities should include this information in their annual reports.
215706139.docx