Community DG Low Income Oversight Meeting Notes - November 4, 2015

Co-chair Hannah Masterjohn’s notes from 11/04 call w/ action items in bold. Action items are due Tues Nov 10 so that this group can review prior to our call 11/13.

On 11/4 call:

Tineesha McMullen

Evan Crahen

Doug Keddie

Mike Novak

Glynis Bunt

Adam Conway

Jessica Azulay

Adam Flint

Tom Dwyer

Hannah Masterjohn

HEFPA

Adam C - in CDG order, PSC said HEFPA would apply, but bc project sponsors can’t terminate service to indiv customers, the termination provisions would not apply, so it’s like HEFPA-lite

Adam C, Tineesha, Kerri - will outline list of what provisions of HEFPA should and should not apply to CDG. Will have this by Tues Nov 10.

Working group member - compliance w/ HEFPA is already being addressed in DER oversight proceeding? CDG should simply adopt UBPs for DERs.

Tom - that’s exactly right, but this group’s input on which portions of HEFPA should apply will be helpful both for this collaborative and to inform the broader DER oversight discussions.

CONSUMER DISCLOSURES

1 page plain language summary - truth in lending statement. This is being handled by CDG customer working group.

TREATMENT OF CUSTOMER LISTS

Working group member -Look to retail access collaborative report issued tomorrow

Working group member -Currently no proposal to create and distribute LMI customer lists

Working group member - Consent to disclose income will be on customer by customer basis

Adam F - per experience w/ GJGNY - once customer consents somewhere, consent should apply elsewhere – Adam F will type up recommendations on this and circulate by Tues 11/10

DEFINITION OF LMI CUSTOMER

Working group member -For CDG Phase 1- customer enrolled in utility low income program.

But for CDG Phase 2 - that’s what we’re determining here. It may be diff from what is recommended in generic low income proceeding or ESCO proceeding, and that’s ok

Next steps for this group – develop Venn diagram of LMI populations

-HEAP participants

-utility low income program participants (some are broader than HEAP e.g. ConEd)

—>Tineesha will compile info and circulate by Tues 11/10

-60% AMI

-80%AMI

—>these are NYSERDA definitions. Adam F will reach out to NYSERDA resi services management to get stats on what these populations are and circulate by Tues 11/10

Working group member -We want to inform whatever threshold NYSERDA intends to use for their CDG LMI incentive.

Working group member -Whatever we recommend needs to be implementable.

Working group member -who will verify income?

Working group member -utilities want to get away from verifying, want to piggyback on existing verification programs-e.g. NYSERDA contracts w/ third party for income verification