Noel Crisostomo & Adam Langton Energy Division- Emerging Procurement Strategies

1. Plug-In Electric Vehicle Sub-Metering Pilot Preparation Meeting Noel Crisostomo & Adam Langton Energy Division- Emerging Procurement Strategies California Public Utilities Commission CPUC Auditorium, July 23, 2014 (Revised August 1, 2014)

2. Agenda

3. Administration & Safety • Bathrooms & fountain across the Lobby • In case of an Emergency • Call 911 • Exits are located at the rear of Auditorium. Continue through Courtyard, down the steps and to the right, cross the street southward to meet in front of War Memorial Building. • Follow Energy Division staff

4. Remote Participation ------------------------------------------------------- Meeting information ------------------------------------------------------- Topic: Plug-In Electric Vehicle Submetering Pilot Date: Wednesday, July 23, 2014 Time: 1:00 pm, Pacific Daylight Time (San Francisco, GMT-07:00) Meeting Number: 740 094 313 Meeting Password: vehicle ------------------------------------------------------- To start or join the online meeting ------------------------------------------------------- Go to https://van.webex.com/van/j.php?MTID=mccd53313ad08748a6160cdc8a7bb3afb------------------------------------------------------- Teleconference information ------------------------------------------------------- Call-in: 866-778-0461 participant passcode: 3664376

5. Ground Rules • When asking questions, please wait to be identified, and state your name and organization (into a microphone for remote participants). • Remote participants: • Remain on mute unless identified. • Use the Raise Hand feature. • Limit questions to clarify content on the current slide. • Question & answer sessions will be held after each respective speaker. • Hold discussion for follow-ups since certain IOU representatives have limited time here. • 30-second stretch breaks every 30-minutes

6. Introductions • Introduce • Name • Organization • Indicate whether you are an MDMA or other • Position • Start in the room, then online:

7. Today’s Objectives • Understand from a regulatory perspective: • CPUC actions in pursuit of PEV Submetering. • The structure and goals for the Submetering Pilots • Clarify the key interactions between the IOU, MDMA, and Customer: • Processes to enroll customers, exchange data to complete subtractive/submetered billing, disburse incentive payments, and more • Assist the customer in filling out a complete and accurate enrollment form on the first attempt • Describe life cycle of the EV Submetering Pilot Program in its entirety and recognize key trigger points • Define data reporting requirements and submeter reading data obligations • Describe the incentive payment process • Know who their point of contact would be for each IOU for specific processes

8. Regulatory and Policy Imperatives • Adopt rules “to develop infrastructure sufficient to overcome any barriers to the widespread adoption and use of plug-in hybrid and electric vehicles…” • 1.5 Million Zero Emission Vehicles by 2025 • 80% Reduction in Transportation GHG by 2050 • Changing California’s transportation sector to one dominated by zero emission vehicles, powered by electricity and hydrogen, is essential to meeting federal air quality standards and long-term climate goals. Senate Bill 626 (2009) & P.U. Code 740.2 Gov. Brown’s Executive Order B-16-2012 Air Resources Board’s 2014 Scoping Plan

9. Submetering Policy Timeline

10. Submetering Policy Timeline

11. Annual sales have doubled yearly since 2011. July 14, 2014, http://energycenter.org/clean-vehicle-rebate-project/cvrp-project-statistics

12. Despite customer knowledge of PEV TOU rates, adoption barriers remain. Target Customers http://energycenter.org/clean-vehicle-rebate-project/survey-dashboard

13. Submetering Concept • Meter: Non-utility (customer-owned) load measurement device specifically for PEVs • Protocolsto integrate meter (accuracy & communication standards, third-party registration and service requirements) with utility programs Billing Models (between the customer, MDMA and IOU) are detailed within the Submetering Roadmap in D.13-11-002. 13

14. Benefits • Maximize the value of EV Ownership • Utility Reliability and Enable Notification • Utilize PEVs as a Grid Resource Encourage and Increase PEV Adoption

15. Maximize the Value of EV Ownership • Access to IOUs’ PEV Time-of-Use Rates • Low-Cost or embedded metering technology • Avoid separate service or electrical upgrade • Increase use of Low Carbon Fuels • Oil refiners pay PEV drivers per the LCF Standard • Overcome barriers to charging station installations • Principal agency problem (cost assignment) in Multi-Unit Dwelling and Commercial Facilities

16. Utility Reliability & Notification • Understand customer behaviors • Measure & minimize grid impacts • Improve customer service Based on CEC Low Adoption in CED 2014-2024 Final Forecast, 3.3kW PHEV and 6.6kW BEV

17. Use PEVs as a Grid Resource • Verification and settlement of potential storage, demand response, or other grid services • Unlock and enable innovation from third party providers (PEV Charging Apps or Memberships)

18. Goals for the Pilot • Evaluate customer demand under different submetering scenarios • Evaluate billing integration and communications costs under different submetering scenarios • Evaluate the customer experience to determine customer benefits under submetering • Evaluate the potential impacts submetering can have on supporting the State’s ZEV goals

19. Guiding Principles • Support collaboration between stakeholders • Avoid prematurely setting a “California Standard” that might run counter to national efforts • Remain open to new technologies and business models in the evolving PEV market.

20. Evaluating Customer Experience • Comparison of the total cost of metering services • Access to PEV tariffs • Multiple Submeter MDMAs and PEVs operating behind a primary meter • Utility disconnection capability • Customer satisfaction • Reliability of Data, Technology, and Service • Service and Technology Innovations • Technology Standardization • Cost minimization

21. Attachment 1 Performance Standards Orders AL Proposals  Tariffs & Forms Approved tariffs & forms will be discussed during the upcoming presentations.

22. Outreach • A new dedicated Pilot page on our Alternative Fuel Vehicles website will feature: • Contact information for MDMAs (that opt-in) • List of eligible IOU tariffs • Background and Overview http://www.cpuc.ca.gov/PUC/energy/altvehicles/Plug-In+Electric+Vehicle+Submetering.htm

23. EPS Staff Contacts CPUC Alternative Fuel Vehicles Page http://www.cpuc.ca.gov/PUC/energy/altvehicles/ Adam Langton Adam.langton@cpuc.ca.gov 415-703-1812 Noel Crisostomo Noel.crisostomo@cpuc.ca.gov 415-703-5404