Correction Released by CPUC on Business Plan Guidance


For those following the development of energy efficiency funding, incentive and assistance programs by Program Administrators of energy efficiency ratepayer-funded programs (PG&E, SDG&E, SCE, SoCal Gas, SoCal REN, BayREN, and MCE) under the new rolling portfolio process: the CPUC has today released a corrected version of its guidance document on what a Program Administrator business plan should look like. (This guidance paper was originally released earlier this month.) The corrected version, and the statement released by the CPUC, are available below.

The attached file replaces the Commission Staff Guidance Paper on Business Plan Content that was distributed on May 10, 2016.

The prior file erroneously referred to a 5-year cycle filing cycle for business plans; that reference has been removed.

In D. 15-10-028, the Commission established a Rolling Portfolio process for the development, approval, and revision of energy efficiency portfolios.  The Decision included a detailed list of what program administrators’ (PA’s) business plans shall contain, and delegated to Commission Staff the responsibility for developing a white paper that would provide additional and more specific information about business plan contents. The Decision cautioned staff to

“balance the need for information from PAs with the need to keep business plans compact and focused, and to reduce PA administrative costs.”

Staff’s Business Plan guidance white paper expanding on the Rolling Portfolio decision’s direction regarding what should and should not be included in business plans is attached.  Per guidance from the Commission’s Legal Division, the white paper also directs PAs and the Rolling Portfolio Coordination Committee leadership to develop a conflict of interest policy for market actor participation in the Coordination Committee’s proceedings, including specific recommendations that staff believes should be included in that policy.

Please contact Peter Franzese ( for further information or clarification regarding the white paper.

Click here for the corrected white paper. For an overview of the rolling portfolio Coordinating Committee process, visit (where you can also subscribe to email lists for updates), or check out this FAQ here.

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