PG&E Default Pilot Budget Tables – AL 4979-E Table 1: PG&E Default Pilot Budget Estimate Summary Budget Category 2017 Proposed Budget 2018 Proposed Budget 2019 Proposed Budget Total Proposed Budget Budget Details Default Pilot Design (Section B) $33,500 $33,500 $0 $67,000 Details below in Table 3 Marketing & Outreach (Section D) $375,000 $911,250 $101,250 Details below in Table 15 Customer Support (Section E) $174,595 $331,745 $80,778 $587,118 Details below in Table 16 IT and Operations (Section F) $4,875,000 $0 $0 Details below in Table 17 Measurement & Evaluation (Section G) $115,000 $830,000 $140,000 Details below in Table 12 Labor $880,000 $880,000 $228,800 8 FTE for 12 months in 2017 and 2018, 8 FTE for 3 months in 2019. FTE = 40 hours x 50 weeks (13 weeks for 3 months) Total Annual Cost $6,453,095 $2,986,495 $550,828 Default Pilot Total Cost $9,990,418 Table 3: PG&E Default Pilot Design (Section B) Budget Estimate Budget Category 2017 Proposed Budget 2018 Proposed Budget 2019 Proposed Budget Total Proposed Budget Budget Details Working Group Consultant $33,500 $33,500 $ - $67,000 PG&E's portion of the contract executed with Nexant Inc. Total Annual Budget $33,500 $33,500 $ - Total Propose Budget $67,000
Table 15: Marketing, Education & Outreach (Section D) Budget Estimate Budget Category 2017 Proposed Budget 2018 Proposed Budget 2019 Proposed Budget Total Proposed Budget Budget Details Communications Development $250,000 $250,000 $ - $500,000 Estimate based on expertise executing projects of this complexity. The starting point for this estimate was the cost for the 2016 for Opt-In Pilot material with reduction/adjustment to account for learnings, efficiencies, and projected scope variance for 2017 work for this pilot. This includes agency fees for development including research creative, final outputs for notifications and post-default materials. 90 Day Notification (DM and/or EM) $125,000 $ - $ - $125,000 $0.50 per piece x 250,000 customers 60 Day Notification (DM Only) $ - $125,000 $ - $125,000 $0.50 per piece x 250,000 customers On-bill Annual or Seasonal RC $ - $8,750 $ - $8,750 $0.05 per piece x 175,000 customers DM piece Annual or Seasonal RC $ - $43,750 $ - $43,750 $0.50 per piece x 87,500 customers 30 Day Notification (DM and/or EM) $ - $125,000 $ - $125,000 $0.50 per piece x 250,000 customers Outbound calling (if needed) $ - $125,000 $ - $125,000 $0.50 per piece x 250,000 customers Post-Default Welcome Communication $ - $96,250 $ - $96,250 $0.05 per piece x 87,500 customers ($8,750) + $1.0 per piece x 175,000 customers ($87,500) Summer Seasonal Education $ - $112,500 $ - $112,500 $0.50 per piece x 225,000 customers Winter Seasonal Education $ - $25,000 $ - $25,000 $0.50 per piece x 50,000 customers End of Bill Protection Notice $ - $ - $101,250 $101,250 $0.50 per piece x 202,500 customers Total Annual Budget $375,000 $911,250 $101,250 Total Proposed Budget $1,387,500
Billing upgrades $1,300,000 $ - $ - This process consists of the development of bill protection for E-TOU-C in time for implementation of tracking starting in March 2018. It will support updates to the energy statement and updates to revenue reporting. All changes must be tested in multiple PG&E systems to ensure operational readiness.* Workflow Management $50,000 $ - $ - $50,000 This process consists of support for exceptions generated by the Default Workflow process, the Billing Operations team will need to have the additional work flow exceptions routed to the workforce management tool for assignment.* CCA rate modeling $800,000 $ - $ - $800,000 This process consists of online (OPower) modeling of CCA generation rates and will be further detailed in the upcoming Supplemental Filing.* Total Annual Budget $4,875,000 $ - $ - * All IT costs are internal IT estimates based on proposed scope of work and include estimates for labor, testing, and contract costs associated with creating testing and production environments. Once detailed business and IT requirements are complete, an updated budget can be provided upon request. Total estimate IT costs $4,875,000 Table 22: Customer Research, Measurement & Evaluation (Section G) Budget Estimate Budget Category 2017 Proposed Budget 2018 Proposed Budget 2019 Proposed Budget Total Proposed Budget Budget Details Communication Development $45,000 $15,000 $ - $60,000 3x quantitative surveys and 3x online discussion groups = $45,000 1x quantitative surveys and 1x online discussion groups = $15,000 Costs consist of programming, vendor support and consulting. Quantitative ME&O and Experience Survey Tracking* $20,000 $480,000 $ - $500,000 2017 benchmark survey oversample = $20,000 2018 Quantitative survey waves: 3 waves of a quantitative survey, Benchmark = $10,000 + Wave 1 = $235,000 + Wave 2 = $235,000, Total = $480,000 Qualitative ME&O and Experience Evaluation** $ - $150,000 $ - $150,000 Two periods (April & November) of online discussion sessions at $75,000 each = $150,000