REVISION OF THE CARE AND FERA INCOME LEVELS AND ELIGIBILITY FORMS

Transcripción

1 Ken Deremer Director Tariffs & Regulatory Accounts 8330 Century Park Court San Diego, CA Tel: Fax: May 21, 2007 ADVICE LETTER 1899-E/1694-G (U902-M) PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA SUBJECT: REVISION OF THE CARE AND FERA INCOME LEVELS AND ELIGIBILITY FORMS San Diego Gas & Electric Company (SDG&E) hereby submits the following revisions applicable to its electric and gas tariffs, as shown on the enclosed Attachments A and B, respectively. PURPOSE The purpose of this filing is to revise the income levels for the California Alternate Rates for Energy (CARE) program and Family Energy Rate Assistance (FERA) program, also known as the Lower Middle Income Household program. Accordingly, SDG&E is modifying residential electric rate Schedules E-CARE and FERA, and residential gas rate Schedule G-CARE. SDG&E is also modifying the following forms to reflect the revised CARE and FERA income levels and, where appropriate, to include categorical eligibility as an additional means by which customers can qualify for its CARE program 1 : Joint CARE/FERA residential application (Form ) 2, Joint CARE/FERA residential application-ivr/system generated (Form /1), Joint CARE/FERA residential submetered application (Form /2), CARE recertification application (Form /3), submetered recertification application (Form /4), CARE post-enrollment verification application (Form /5), Vietnamese residential application (Form /6), residential application direct mail (Form /8), qualified agricultural employee housing facilities application (Form ), and qualified nonprofit group living facilities application (Form ). This year s income guidelines provide an increase of 2.4 percent from the current household annual income levels. SDG&E is retiring the CARE outreach application (Form /7). Assembly Bill (AB) 2576 requires streamlining of the process for enrollment in energy discount programs by utilizing a single form for CARE applications and other energy assistance programs including FERA. Form /7 does not apply to FERA and is no longer utilized by SDG&E. 1 In order to improve customer participation in CARE and reduce CARE administration costs, the Commission adopted in D the implementation of categorical eligibility, by which customers can qualify for CARE based on their participation in certain low-income state sponsored, means-tested programs. 2 The Joint CARE/FERA residential application is available online in both English and Spanish.

2 Public Utilities Commission 2 May 21, 2007 This filing also deletes the reference to the 2005/2006 Winter Gas Initiative in G-CARE, Special Condition 18, which applies to Agricultural Employee Housing Facility Customers. The Initiative s effective period expired April 30, BACKGROUND Commission Resolution E-3524, adopted February 19, 1998, established an annual process for changing the income levels for the CARE program. The CARE income levels are used for determining whether residential customers are eligible for a 20 percent discount on their energy bills. The order requires the Director of the Energy Division to set new income levels by letter to the utilities no later than May 1 of each year. The utilities are to file revised tariffs reflecting the new income levels to become effective by June 1 of each year through May 31 of the following year. In D , the Commission stated that the use of CARE procedures for notifying the utilities of the annual income guideline updates is also reasonable for the FERA program. On May 1, 2007, the Energy Division provided the new CARE and FERA income-eligibility levels to become effective June 1, 2007 through May 31, 2008, and directed the utilities to include the new income levels in applicable tariffs and program materials by May 14, Per discussion with Energy Division staff, SDG&E s filling deadline has been extended to May 21, This filing will not increase any rate or charge, cause the withdrawal of service, or conflict with any rate schedule or rule. EFFECTIVE DATE In accordance with the May 1, 2007 letters from the Energy Division on the respective CARE and FERA income levels, SDG&E requests that this filing become effective on June 1, PROTEST Anyone may protest this Advice Letter to the California Public Utilities Commission. The protest must state the grounds upon which it is based, including such items as financial and service impact, and should be submitted expeditiously. The protest must be made in writing and must be received within 20 days of the date this Advice Letter was filed with the Commission. There is no restriction on who may file a protest. The address for mailing or delivering a protest to the Commission is: CPUC Energy Division Attention: Tariff Unit 505 Van Ness Avenue San Francisco, CA Copies of the protest should also be sent via to the attention of both Honesto Gatchalian (jnj@cpuc.ca.gov) and Maria Salinas (mas@cpuc.ca.gov) of the Energy Division. A copy of the protest should also be sent via both and facsimile to the address shown below on the same date it is mailed or delivered to the Commission.

3 Public Utilities Commission 3 May 21, 2007 Attn: Todd Cahill Regulatory Tariff Manager 8330 Century Park Court, Room 32C San Diego, CA Facsimile No. (858) tcahill@semprautilities.com NOTICE A copy of this filing has been served on the utilities and interested parties shown on the attached list, including interested parties to service list R , by either providing them a copy electronically or by mailing them a copy hereof, properly stamped and addressed. Address changes should be directed to SDG&E Tariffs by facsimile at (858) or by e- mail at SDG&ETariffs@semprautilities.com. (cc list enclosed) KEN DEREMER Director Tariffs & Regulatory Accounts

4 CALIFORNIA PUBLIC UTILITIES COMMISSION ADVICE LETTER FILING SUMMARY ENERGY UTILITY MUST BE COMPLETED BY UTILITY (Attach additional pages as needed) Company name/cpuc Utility No. SAN DIEGO GAS & ELECTRIC Utility type: Contact Person: Will Fuller ELC GAS Phone #: (858) PLC HEAT WATER EXPLANATION OF UTILITY TYPE ELC = Electric GAS = Gas PLC = Pipeline HEAT = Heat WATER = Water Advice Letter (AL) #: 1899-E/1694-G Subject of AL: Revision of CARE and FERA Income Levels and Eligibility Forms (Date Filed/ Received Stamp by CPUC) Keywords (choose from CPUC listing): Compliance, CARE, FERA AL filing type: Monthly Quarterly Annual One-Time Other If AL filed in compliance with a Commission order, indicate relevant Decision/Resolution #: Resolution E-3524 and D Does AL replace a withdrawn or rejected AL? If so, identify the prior AL N/A Summarize differences between the AL and the prior withdrawn or rejected AL 1 : Resolution Required? Yes No Requested effective date: 6/1/07 No. of tariff sheets: 31 Estimated system annual revenue effect: (%): N/A Estimated system average rate effect (%): N/A When rates are affected by AL, include attachment in AL showing average rate effects on customer classes (residential, small commercial, large C/I, agricultural, lighting). Tariff schedules affected: E-CARE, FERA, G-CARE, CARE / FERA forms and TOC Service affected and changes proposed 1 : Pending advice letters that revise the same tariff sheets: Protests and all other correspondence regarding this AL are due no later than 20 days after the date of this filing, unless otherwise authorized by the Commission, and shall be sent to: CPUC, Energy Division San Diego Gas & Electric Attention: Tariff Unit Attention: Todd Cahill 505 Van Ness Ave., 8330 Century Park Ct, Room 32C San Francisco, CA San Diego, CA jjr@cpuc.ca.gov and jnj@cpuc.ca.gov tcahill@semprautilities.com 1 Discuss in AL if more space is needed.

5 cc: (w/enclosures) General Order No. 96-A, Sec. III. G. ADVICE LETTER FILING MAILING LIST Public Utilities Commission DRA D. Appling S. Cauchois J. Greig R. Pocta W. Scott Energy Division W. Franklin S. Gallagher H. Gatchalian D. Lafrenz M. Salinas CA. Energy Commission F. DeLeon R. Tavares Alcantar & Kahl LLP K. Harteloo American Energy Institute C. King APS Energy Services J. Schenk BP Energy Company J. Zaiontz Barkovich & Yap, Inc. B. Barkovich Bartle Wells Associates R. Schmidt Braun & Blaising, P.C. S. Blaising California Energy Markets S. O Donnell C. Sweet California Farm Bureau Federation K. Mills California Wind Energy N. Rader Children s Hospital & Health Center T. Jacoby City of Chula Vista M. Meacham E. Hull City of Poway R. Willcox City of San Diego J. Cervantes G. Lonergan M. Valerio Commerce Energy Group V. Gan Constellation New Energy W. Chen CP Kelco A. Friedl Davis Wright Tremaine, LLP E. O Neill J. Pau Dept. of General Services H. Nanjo M. Clark Douglass & Liddell D. Douglass D. Liddell G. Klatt Duke Energy North America M. Gillette Dynegy, Inc. J. Paul Ellison Schneider & Harris LLP E. Janssen Energy Policy Initiatives Center (USD) S. Anders Energy Price Solutions A. Scott Energy Strategies, Inc. K. Campbell M. Scanlan Goodin, MacBride, Squeri, Ritchie & Day B. Cragg J. Heather Patrick J. Squeri Goodrich Aerostructures Group M. Harrington Hanna and Morton LLP N. Pedersen Itsa-North America L. Belew J.B.S. Energy J. Nahigian Luce, Forward, Hamilton & Scripps LLP J. Leslie Manatt, Phelps & Phillips LLP D. Huard R. Keen Matthew V. Brady & Associates M. Brady Modesto Irrigation District C. Mayer Morrison & Foerster LLP P. Hanschen MRW & Associates D. Richardson Pacific Gas & Electric Co. J. Clark M. Huffman S. Lawrie E. Lucha Pacific Utility Audit, Inc. E. Kelly R. W. Beck, Inc. C. Elder San Diego Regional Energy Office S. Freedman J. Porter School Project for Utility Rate Reduction M. Rochman Shute, Mihaly & Weinberger LLP O. Armi Solar Turbines F. Chiang Sutherland Asbill & Brennan LLP K. McCrea Southern California Edison Co. M. Alexander K. Cini K. Gansecki H. Romero TransCanada R. Hunter D. White TURN M. Florio M. Hawiger UCAN M. Shames U.S. Dept. of the Navy K. Davoodi N. Furuta J. Perez Utility Specialists, Southwest, Inc. D. Koser Western Manufactured Housing Communities Association S. Dey White & Case LLP L. Cottle Interested Parties R

6 Cal. P.U.C. Sheet No. Revised E ATTACHMENT A ADVICE LETTER 1899-E Title of Sheet SCHEDULE E-CARE, CALIFORNIA ALTERNATE RATES FOR ENERGY, Sheet 2 Page 1 of 1 Canceling Cal. P.U.C. Sheet No. Original E Revised E SCHEDULE FERA, FAMILY ELECTRIC RATE ASSISTANCE PROGRAM, Sheet 1 Revised E Revised E SAMPLE FORMS, FORM , Sheet 1 Revised E Revised E SAMPLE FORMS, FORM /1, Sheet 1 Revised E Revised E SAMPLE FORMS, FORM /2, Sheet 1 Revised E Revised E SAMPLE FORMS, FORM /3, Sheet 1 Revised E Revised E SAMPLE FORMS, FORM /4, Sheet 1 Revised E Revised E SAMPLE FORMS, FORM /5, Sheet 1 Revised E Revised E SAMPLE FORMS, FORM /6, Sheet 1 Revised E Revised E SAMPLE FORMS, FORM /8, Sheet 1 Revised E Revised E SAMPLE FORMS, FORM , Sheet 1 Revised E Revised E SAMPLE FORMS, FORM , Sheet 1 Revised E Revised E TABLE OF CONTENTS, Sheet 1 Revised E Revised E TABLE OF CONTENTS, Sheet 4 Revised E Revised E TABLE OF CONTENTS, SAMPLE FORMS, Sheet 9 Revised E Revised E TABLE OF CONTENTS, Sheet 10 Revised E 1

7 Revised Cal. P.U.C. Sheet No E San Diego Gas & Electric Company San Diego, California Canceling Original Cal. P.U.C. Sheet No E SCHEDULE E-CARE Sheet 2 CALIFORNIA ALTERNATE RATES FOR ENERGY SPECIAL CONDITIONS (Continued) 4. Income Eligibility. An income-qualified customer, submetered tenant or facility resident that has total annual gross household income from all sources that is no more than shown in the table below for the number of persons living in the household. The combined income of all persons from all sources, both taxable and non-taxable, shall be no more than: Number of Persons Living in Household Total Annual Gross Income 1 or 2 $29,300 3 $34,400 4 $41,500 5 $48,600 6 $55,700 For households with more than six persons, add $7,100 for each additional person living in the household. The above income levels are subject to change annually by the Commission. C C C C C C The applicant for the CARE discount must be the Utility s customer of record or a submetered tenant of a Utility customer. No customer, submetered tenant, or facility resident who is claimed on another person s income tax return shall be eligible for the CARE program. 5. Verification. Information provided by the customer to the Utility is subject to verification as authorized by the Commission. Refusal or failure to provide documentation of eligibility acceptable to the Utility, upon request, shall result in the denial or termination of the CARE discount. 6. Backbilling. Customers may be backbilled under the applicable rate schedule for periods of ineligibility and/or if the direct benefits to the facility s residents claimed by the customer cannot be supported. 7. Customer Responsibility. It is the customer s responsibility to notify the Utility within 30 days if there is a change in eligibility status, except as specified for multi-family customers in Special Conditions 11 and 12 below. 8. Discount Calculation. The CARE discount shall be reflected through the use of separately stated discounted rates for each identified applicable service schedule, or alternatively, as an overall discount to the otherwise calculated customer, demand and energy charges. In addition to the Special Conditions above pertaining to all applicable customers, Special Conditions specific to each type of applicable customer are set forth below. SINGLE FAMILY CUSTOMERS 9. Location Eligibility. Customers are only eligible to receive this rate at one residential location at any one time. (Continued) 2P9 Issued by Date Filed May 21, 2007 Advice Ltr. No E Lee Schavrien Effective Senior Vice President Decision No Regulatory Affairs Resolution No. E-3524

8 Revised Cal. P.U.C. Sheet No E San Diego Gas & Electric Company San Diego, California Canceling Revised Cal. P.U.C. Sheet No E SCHEDULE FERA Sheet 1 FAMILY ELECTRIC RATE ASSISTANCE PROGRAM APPLICABILITY Applicable to domestic bundled service customers residing in permanent single-family dwellings, individual and sub-metered multifamily dwellings, mobilehome parks, or qualifying RV parks and marinas located on a single premise where all of the accommodations are separately metered by the utility. This schedule is not applicable to customers receiving service under Schedule DR-LI and Schedule DM. In addition, this schedule is not applicable to customers who 1) are participating in the Company s Critical Peak Pricing Service under Schedules EECC-CPP-F and EECC-CPP-V and 2) receive Direct Access Service or Community Choice Aggregation Service including service under Schedule EECC-TBS. Customers eligible for this schedule must meet specific income guidelines and have at least three (3) or more persons residing in each individual accommodation, as set forth in Special Condition 1, in order to receive the benefit of this schedule. TERRITORY Within the entire territory served by the Utility. RATES Eligible customers served under this schedule are responsible for all charges from their otherwise applicable rate schedules, except that Tier 3 usage (131% - 200% of Baseline) will be billed at the Tier 2 (101% - 130% of Baseline) 2006 RDS rate shown on the customer s otherwise applicable rate schedule. SPECIAL CONDITIONS 1. Lower-Middle Income Household. A Lower-Middle Income Household is a household where the total annual gross income from all sources is within the amounts shown on the table below based on the number of persons living in the household. Total gross income shall include income from all sources, both taxable and nontaxable, shall be no more than: Number of Persons Living in Household Total Annual Gross Income 3 $34,401 - $43,000 4 $41,501 - $51,800 5 $48,601 - $60,600 6 $55,701 - $69,400 Each Additional Person Add $ 7,100 - $ 8,800 C C C C C These annual gross income levels have been provided by the Commission and are based on 200% plus $1 and 250% of the Federal Poverty Limit, and are subject to revision pursuant to the Commission s communication of new levels which shall occur no later than May 1 of each year. (Continued) 1P4 Issued by Date Filed May 21, 2007 Advice Ltr. No E Lee Schavrien Effective Senior Vice President Decision No Regulatory Affairs Resolution No. E-3524

9 Revised Cal. P.U.C. Sheet No E San Diego Gas & Electric Company San Diego, California Canceling Revised Cal. P.U.C. Sheet No E SAMPLE FORMS Sheet 1 FORM Residential Rate Assistance Application Form (05/07) T (See Attached Form) 1P9 Issued by Date Filed May 21, 2007 Advice Ltr. No E Lee Schavrien Effective Senior Vice President Decision No Regulatory Affairs Resolution No. E-3524

10 SDG&E has two rate assistance programs for which you may qualify: CARE and FERA. You may be enrolled in only one program. Households on the CARE (California Alternate Rates for Energy) program receive a 20% discount on monthly gas & electric energy bills. The FERA (Family Electric Rate Assistance) program for households with three (3) or more persons provides more electricity at a lower rate. Please review the income guidelines inside to see if you are eligible. You May Also Qualify For: SDG&E s Energy Team Program: Free energy education, energy-efficient appliances, and weatherization services to incomequalified customers. SDG&E s Medical Baseline: People with special medical needs can receive additional energy at the lowest rate. Low Income Home Energy Assistance Program (LIHEAP): For those who qualify, emergency bill assistance and weatherization services are available. Call the California Department of Community Services and Development at California Lifeline/ULTS - Discounted telephone access to customers meeting similar income guidelines as CARE. For more information on this service please contact your local telephone service provider. If you have any program questions or would like more information on the ways we re working to provide exceptional customer service, please call us at SDGE (7343). For speech or hearing impaired customers, TDD/TYY is available 24 hours per day, seven days per week at Save money on your SDG&E bill. Residential Rate Assistance 2 WAYS TO QUALIFY DOS FORMAS DE CALIFICAR Ahorre dinero en su factura de SDG&E. Ayuda Para Tarifa Residencial SDG&E cuenta con dos programas de asistencia en tarifas a los que puede tener derecho. Puede inscribirse únicamente en un programa. Los hogares que participan en el programa CARE (Tarifas Alternas para Energía en California) reciben un 20% de descuento en las facturas mensuales de gas y energía eléctrica. El programa FERA (Programa Familiar de Reducción de Tarifas Eléctricas) para los hogares con tres (3) o más personas provee más electricidad a una tarifa menor. Sírvase revisar los siguientes lineamientos de ingreso para ver si califica. También puede calificar para: Programa Energy Team de SDG&E: Educación sobre energía, aparatos eficientes en energía y servicios de impermeabilización gratuitos para los clientes que cumplen con los lineamientos de ingreso. Asignación médica inicial (Medical Baseline) de SDG&E: Las personas con necesidades médicas especiales pueden recibir energía adicional a la tarifa más baja. Programa de Ayuda Energética para Hogares de Bajos Recursos (LIHEAP): Para los clientes que califican, disponemos de asistencia de emergencia para el pago de facturas y servicios de impermeabilización. Comuníquese al departamento de servicios y desarrollo de la comunidad de California (California Department of Community Services and Development) al California Lifeline/ULTS: Acceso a servicios telefónicos con descuento para clientes que reúnan lineamientos de ingreso similares a los del programa CARE. Para más información sobre este servicio, comuníquese por favor con su proveedor de servicio telefónico. Si tiene alguna pregunta sobre los programas o si desea más información sobre las formas en que trabajamos por proveerle un excepcional servicio al cliente, sírvase llamarnos al SDGE (7343). Application/Solicitud

11 There are TWO ways to qualify for our programs. 1 Your household is currently receiving benefits from WIC, Healthy Families, Medi-Cal, LIHEAP, Food Stamps, or TANF programs, OR, Your total yearly household income before deductions is no more than the income level shown below. 2 If you believe that you qualify for SDG&E s CARE or FERA program, please complete the enclosed application. Fold, seal and drop in the mail, or fax to Please print clearly. Rules for Participation Applies to both the CARE and FERA programs The SDG&E bill must be in your name and the address must be your primary residence. You must notify SDG&E if you no longer qualify. You may not be claimed on another person s income tax return other than your spouse. Your household is receiving benefits from one of the public assistance programs listed in 2A, or your total yearly household income (all income of all persons living in your home) before deductions is no more than the income level Household Members listed in 2B No. de personas en el hogar You must renew your application when requested. You may be asked to verify your income. Hay DOS formas de calificar para nuestros programas. Su hogar recibe actualmente los beneficios de los programas WIC, Healthy Families, Medi-Cal, LIHEAP, Food Stamps o TANF, O, El ingreso total anual de su hogar antes de deducciones no es mayor que los niveles de ingresos que 2 se señalan a continuación: Si considera que califica para el programa CARE o FERA de SDG&E, sirvase llenar, doblar, cerrar y depoistar en el correo la solicitud adjunta, o por fax al Favor de escribir con claridad en letra de molde. CARE Income Guidelines Limite de ingreso 1 or 2 $ 29,300 not applicable No aplica 3 $ 34,400 $ 34,401 - $ 43,000 4 $ 41,500 $ 41,501 - $ 51,800 5 $ 48,600 $ 48,601 - $ 60,600 6 $ 55,700 $ 55,701 - $ 69,400 Each Additional Member add $ 7,100 add $ 7,100 - $ 8,800 Por cada persona adicional añada $ 7,100 añada $ 7,100 - $ 8,800 1 Reglas para participar Aplica tantoal programma CARE o FERA La factura de SDG&E debe estar a su nombre y el domicilio debe ser su residencia principal. Debe notificar a SDG&E si ya no reúne los requisitos. No debe aparecer como dependiente en la declaración de impuestos de otra persona que no sea su cónyuge. Su hogar está recibiendo beneficios de uno de los programas de asistencia pública enlistados en la sección 2A, o el ingreso total anual de su FERA hogar (el ingreso recibido por todas las personas que viven en su hogar) antes de deduccionesno es mayor que los niveles de ingreso señalados en la sección 2B. Debe renovar su solicitud cuando le sea requerido. Se le puede pedir que compruebe su ingreso. CARE & FERA Application yith other utilities or their agents to enroll me in their assistance programs. 1 2A 2B 3 Household Information: Please complete Información del hogar: Sírvase llenar Number of persons in your household: Adults: + Children: = Número de personas en su hogar: Adultos: + Niños: = Please complete either section 2A OR 2B, then go to section 3 Sírvase completar ya sea la sección 2A O la 2B, y luego pase a la sección 3. Public Assistance Programs: Programas de asistencia pública: If you receive benefits from any of the following programs, please indicate which ones by checking ( ) the box, then SKIP 2B. Si recibe beneficios de alguno de los siguientes programas, sírvase indicar cuáles marcando ( ) el recuadro, luego SÁLTESE la sección 2B. Medi-Cal: Under 65 of age Menor de 65 años de edad Food Stamps WIC Healthy Families A & B 65 of age or older 65 años o mayor TANF (AFDC) LIHEAP Wages or Salaries Disability Payments TANF (AFDC) Rental or Royalty Income Interest or Dividends from: Savings Accounts, Stocks or Bonds, or Retirement Accounts Workers Compensation Scholarships, Grants or Other Aid Used for Living Expenses Social Security Declaration: (please read and sign below) CARE y FERA Solicitud Your Name Su nombre Home Telephone Teléfono particular Home Address /Apartment, City, Zip Code SDG&E Account Number. OR O * Número de cuenta de SDG&E Cuidad, Código postal, Su domicilio /Apartamento If you do not participate in any of the above programs, please complete Section 2B. Si no participa en ninguno de los programas anteriores, sírvase llenar la Sección 2B. Household Income Eligibility: (skip if you filled out section 2A) Lineamientos de ingreso del hogar: (sálteselo si contestó la sección 2A) Please (1) fill in the square for all sources of income in your Sírvase (1) marcar el recuadro de todas las fuentes de ingreso de su household, and then (2) write in your total household income hogar, y después (2) escriba el ingreso total de su hogar antes de before deductions in the spaces provided: deducciones en los espacios provistos: You must check ( ) all sources of your household s income, including: SSI, SSP, SSDI Child Support Pensions Cash and/or Other Income Profit from Self-Employment (IRS For 1040, Schedule C, Line 29) Insurance Settlements Unemployment Benefits Legal Settlements Spousal Support Total annual household income before deductions: $,. Sueldos Pagos por incapacidad TANF (AFDC) Ingreso de alquiler o regalías Intereses o dividendos de: Cuentes de ahorro, acciones, bonos, o cuentas para el retiro Indemnización para los trabajadores Becas, subvenciones, u otra ayuda usada para sufragar el costo de la vida Seguro Social Declaration: (por favor lea y firme a continuación) Tome en cuenta todas las fuentes de ingresos de su hogar, incluyendo: Ingreso total anual en el hogar antes de deducciones:, I state the information I have provided in this application is true and correct. I agree to provide proof of income if asked. I agree to inform SDG&E if I no longer qualify to receive the discount. I know that if I receive any discount without qualifying for it, I may be required to pay back the discount I received. I understand that SDG&E can share my information with other utilities ortheir agents to enroll me in their assistance programs. Declaro que la información que he proporcionado en este formulario de solicitud es verdadera y correcta. Convengo en proporcionar un comprobante de ingresos si se me solicita. Convengo en informar a SDG&E si dejo de reunir los requisitos para recibir el descuento. Tengo entendido que si recibo algún descuento sin reunir los requisitos para obtenerlo, podría requerírseme la devolución del descuento que recibí. Entiendo que SDG&E puede compartir mi información con otras empresas de servicios públicos o con sus agentes para inscribirme en sus programas de asistencia. Customer Signature Firme del cliente Date Fecha SOURCE CODE Internal use only 2007 San Diego Gas & Electric Company. All rights reserved. FORM SSI, SSP, SSDI Pensión alimenticia Pensiones Efectivo y/u otro ingreso Ganancias por autoempleo (Formulario 1040, anexo C, línea 29 del IRS) Indemnizaciones de seguros Prestaciones de desempleo Indemnizaciones legales Manutención conyugal $. 00 No Tape No Use Cinta Adhesiva Fold, Moisten and Seal Humedezca y Selle No Staples No Engrape

12 Revised Cal. P.U.C. Sheet No E San Diego Gas & Electric Company San Diego, California Canceling Revised Cal. P.U.C. Sheet No E SAMPLE FORMS Sheet 1 FORM /1 Residential Rate Assistance Application (IVR/System-Generated) Form /1 (05/07) T (See Attached Form) 1P9 Issued by Date Filed May 21, 2007 Advice Ltr. No E Lee Schavrien Effective Senior Vice President Decision No Regulatory Affairs Resolution No. E-3524

13 Date Dear SDG&E Customer: SDG&E has two rate assistance programs for which you may qualify. You may be enrolled in only one program. Households on the CARE (California Alternate Rates for Energy) program receive a 20% discount on monthly gas & electric energy bills. The FERA (Family Electric Rate Assistance) program for households with three (3) or more persons provides more electricity at a lower rate. Please review the income guidelines below to see if you are eligible. There are two ways to qualify for our programs: 1) Your household is currently receiving benefits from WIC, Healthy Families, Medi-Cal, LIHEAP, Food Stamps, or TANF programs, OR, 2) Your total yearly household income before deductions is no more than the income level shown below:, Number of Persons in Household Total Combined Annual Income CARE FERA 1-2 $29,300 Not Eligible 3 $34,400 $34,401 - $43,000 4 $41,500 $41,501 - $51,800 5 $48,600 $48,601 - $60,600 6 $55,700 $54,301 - $67,800 Each Additional $7,100 $7,100 - $8,800 If you believe that you qualify for SDG&E s CARE or FERA program, please complete the enclosed application and return it in the postage-paid envelope provided. While you do not need to include any income or other documentation at this time, we may ask for proof of income or benefits received at a later date. You May Also Qualify For: SDG&E s Energy Team Program: The Energy Team offers free installation of energy efficient measures such as weather-stripping, caulking, ceiling insulation, minor home repair, and replacement of certain qualified appliances. For more information or to schedule a qualification appointment call SDG&E s Medical Baseline: People with special medical needs can receive additional energy at the lowest rate. For more information contact SDG&E at SDGE. Low Income Home Energy Assistance Program (LIHEAP): For those who qualify, emergency bill assistance and weatherization services are available. Call the California Department of Community Services and Development at or dial for a referral to a local agency. California Lifeline/ULTS - Discounted telephone access to customers meeting similar income guidelines as CARE. For more information on this service please contact your local telephone service provider. If you have any program questions or would like more information on the ways we re working to provide exceptional customer service, please call us at SDGE (7343). For speech or hearing impaired customers, TDD/TYY is available 24 hours per day, seven days per week at Form /1 (05/07)

14 Residential Rate Assistance Applications for CARE and FERA Rules for Participation The SDG&E bill must be in your name and the address must be your primary residence. You must notify SDG&E if you no longer qualify You may not be claimed on another person s income tax return other than your spouse Your household is receiving benefits from one of the public assistance program listed below in 2A; or your total yearly household income (all income of all persons living in your home) before deductions is no more than the income level listed. You must renew your application when requested. You may be asked to verify your income. 1 Household Information: Please complete Enter Your Account Number: Phone Number ( ) Number of persons in your household: Adults: + Children: = 2A Please complete either section 2A OR 2B, then go to section 3. Public Assistance Programs: If you receive benefits from any of the following programs, please indicate which ones by marking the box, then SKIP 2B. Medi-Cal: Under 65 of age 65 of age or older Food Stamps TANF (AFDC) WIC Healthy Families A & B LIHEAP If None of the above. Fill out section 2B If you do not participate in any of the above programs, please complete Section 2B. 2B Household Income Eligibility: (skip if you filled out section 2A) Please (1) mark the square for all sources of income in your household, and then (2) write in your total household income before deductions in the spaces provided: Pensions Social Security SSI, SSP, SSDI Interest and/or Dividends from: Savings Accounts, Stocks or Bonds, or Retirement Accounts Wages or Salaries Unemployment Benefits Workers compensation Disability payments Rental or Royalty Income Profit from self-employment (IRS form Schedule C, Line 29) School Grants, Scholarships or other aid used for living expenses Insurance Settlements Legal Settlements Child support Spousal support Cash and/or other income 2B Total Annual Household Income before deductions: $, DECLARATION: (please read and sign below) I state the information I have provided in this application is true and correct. I agree to provide proof of income if asked. I agree to inform SDG&E if I no longer qualify to receive the discount. I know that if I receive any discount without qualifying for it, I may be required to pay back the discount I received. I understand that SDG&E can share my information with other utilities or their agents to enroll me in their assistance programs. Signature Date 2007 San Diego Gas & Electric Company. All rights reserved. Form /1 (05/07)

15 Fecha Apreciable cliente de SDG&E: SDG&E cuenta con dos programas de asistencia en tarifas a los que puede tener derecho. Puede inscribirse únicamente en un programa. Los hogares que participan en el programa CARE (Tarifas Alternas para Energía en California) reciben un 20% de descuento en las facturas mensuales de gas y energía eléctrica. El programa FERA (Programa Familiar de Reducción de Tarifas Eléctricas) para los hogares con tres (3) o más personas provee más electricidad a una tarifa menor. Sírvase revisar los siguientes lineamientos de ingreso para ver si califica. Hay dos formas de calificar para nuestros programas. 1) Su hogar recibe actualmente los beneficios de los programas WIC, Healthy Families, Medi-Cal, LIHEAP, Food Stamps o TANF, O, 2) El ingreso total anual de su hogar antes de deducciones no es mayor que los niveles de ingresos que se señalan a continuación: Número de personas que viven en su Ingreso total anual combinado hogar CARE FERA 1-2 $29,300 No califica 3 $34,400 $34,401 - $43,000 4 $41,500 $41,501 - $51,800 5 $48,600 $48,601 - $60,600 6 $55,700 $54,301 - $67,800 Por cada persona adicional $7,100 $7,100 - $8,800 Si considera que califica para el programa CARE o FERA de SDG&E, sírvase completar el formulario de solicitud adjunto y devolverlo en el sobre con porte pagado provisto. Aunque no es necesario que incluya comprobantes de ingreso ni de ningún otro tipo en este momento, podríamos solicitarle comprobantes de ingreso o de beneficios recibidos en una fecha posterior. También puede calificar para: Programa Energy Team de SDG&E: Educación sobre energía, aparatos eficientes en energía y servicios de impermeabilización gratuitos para los clientes que cumplen con los lineamientos de ingreso. Asignación médica inicial (Medical Baseline) de SDG&E: Las personas con necesidades médicas especiales pueden recibir energía adicional a la tarifa más baja. Programa de Ayuda Energética para Hogares de Bajos Recursos (LIHEAP): Para los clientes que califican, disponemos de asistencia de emergencia para el pago de facturas y servicios de impermeabilización. Comuníquese al departamento de servicios y desarrollo de la comunidad de California (California Department of Community Services and Development) al California Lifeline/ULTS: Acceso a servicios telefónicos con descuento para clientes que reúnan lineamientos de ingreso similares a los del programa CARE. Para más información sobre este servicio, comuníquese por favor con su proveedor de servicio telefónico. Si tiene alguna pregunta sobre los programas o si desea más información sobre las formas en que trabajamos por proveerle un excepcional servicio al cliente, sírvase llamarnos al SDGE (7343). Si tiene problemas auditivos, nuestro número TDD/TTY es el Los representantes están a sus órdenes de lunes a viernes de 8 a.m. a 7 p.m. Form /1 (05/07)

16 Formularios de solicitud para asistencia en tarifas residenciales para CARE y FERA Reglas para participar La factura de SDG&E debe estar a su nombre y el domicilio debe ser su residencia principal. Debe notificar a SDG&E si ya no reúne los requisitos. No debe aparecer como dependiente en la declaración de impuestos de otra persona que no sea su cónyuge. Su hogar está recibiendo beneficios de uno de los programas de asistencia pública enlistados en la sección 2A, o el ingreso total anual de su hogar (el ingreso recibido por todas las personas que viven en su hogar) antes de deducciones- no es mayor que los niveles de ingreso señalados. Debe renovar su solicitud cuando le sea requerido. Se le puede pedir que compruebe su ingreso. Información del hogar: sírvase llenar Introduzca su número de cuenta: _ Teléfono ( ) Número de personas en su hogar: Adultos: + Niños: = 2A Sírvase completar ya sea la sección 2A O la 2B, y luego pase a la sección 3. Programas de asistencia pública: Si recibe beneficios de alguno de los siguientes programas, sírvase indicar cuáles marcando el recuadro, luego SÁLTESE la sección 2B. Medi-Cal: Menor de 65 años de edad 65 años o mayor Food Stamps TANF (AFDC) WIC Healthy Families A & B LIHEAP Si no marcó ninguno, llene la sección 2B Si no participa en ninguno de los programas anteriores, sírvase llenar la Sección 2B. 2B Lineamientos de ingreso del hogar: (sálteselo si contestó la sección 2A) Sírvase (1) marcar el recuadro de todas las fuentes de ingreso de su hogar, y después (2) escriba el ingreso total de su hogar antes de deducciones en los espacios provistos: Pensiones Seguro social SSI, SSP, SSDI Intereses y/o dividendos de: Cuentas de ahorros; Acciones o bonos, o Cuentas para el retiro Salarios o sueldos Prestaciones de desempleo Indemnización para trabajadores Pagos por incapacidad Ingresos por alquiler o regalías Ganancias por autoempleo (Formulario IRS tabla C, renglón 29) Becas, subvenciones u otra ayuda usada para sufragar el costo de la vida Indemnizaciones de seguros Indemnizaciones legales Pensión alimenticia Pensión conyugal Efectivo y/u otros ingresos 2B Ingreso total anual en el hogar antes de deducciones: $, DECLARACIÓN: (por favor lea y firme a continuación) Declaro que la información que he proporcionado en este formulario de solicitud es verdadera y correcta. Convengo en proporcionar un comprobante de ingresos si se me solicita. Convengo en informar a SDG&E si dejo de reunir los requisitos para recibir el descuento. Tengo entendido que si recibo algún descuento sin reunir los requisitos para obtenerlo, podría requerírseme la devolución del descuento que recibí. Entiendo que SDG&E puede compartir mi información con otras empresas de servicios públicos o con sus agentes para inscribirme en sus programas de asistencia. X Fecha: 2007 San Diego Gas & Electric Company. All rights reserved. Form /1 (05/07)

17 Revised Cal. P.U.C. Sheet No E San Diego Gas & Electric Company San Diego, California Canceling Revised Cal. P.U.C. Sheet No E SAMPLE FORMS Sheet 1 FORM /2 Submetered Residential Rate Assistance Application Form /2 (05/07) T (See Attached Form) 1P9 Issued by Date Filed May 21, 2007 Advice Ltr. No E Lee Schavrien Effective Senior Vice President Decision No Regulatory Affairs Resolution No. E-3524

18 SDG&E has two rate assistance programs for which you may qualify: CARE and FERA. You may be enrolled in only one program. Households on the CARE (California Alternate Rates for Energy) program receive a 20% discount on monthly gas & electric energy bills. The FERA (Family Electric Rate Assistance) program for households with three (3) or more persons provides more electricity at a lower rate. Please review the income guidelines inside to see if you are eligible. SDG&E cuenta con dos programas de asistencia en tarifas a los que puede tener derecho. Puede inscribirse únicamente en un programa. Los hogares que participan en el programa CARE (Tarifas Alternas para Energía en California) reciben un 20% de descuento en las facturas mensuales de gas y energía eléctrica. El programa FERA (Programa Familiar de Reducción de Tarifas Eléctricas) para los hogares con tres (3) o más personas provee más electricidad a una tarifa menor. Sírvase revisar los siguientes lineamientos de ingreso para ver si califica. You May Also Qualify For: SDG&E s Energy Team Program: Free energy education, energy-efficient appliances, and weatherization services to incomequalified customers. SDG&E s Medical Baseline: People with special medical needs can receive additional energy at the lowest rate. Low Income Home Energy Assistance Program (LIHEAP): For those who qualify, emergency bill assistance and weatherization services are available. Call the California Department of Community Services and Development at California Lifeline/ULTS - Discounted telephone access to customers meeting similar income guidelines as CARE. For more information on this service please contact your local telephone service provider. If you have any program questions or would like more information on the ways we re working to provide exceptional customer service, please call us at SDGE (7343). For speech or hearing impaired customers, TDD/TYY is available 24 hours per day, seven days per week at También puede calificar para: Programa Energy Team de SDG&E: Educación sobre energía, aparatos eficientes en energía y servicios de impermeabilización gratuitos para los clientes que cumplen con los lineamientos de ingreso. Asignación médica inicial (Medical Baseline) de SDG&E: Las personas con necesidades médicas especiales pueden recibir energía adicional a la tarifa más baja. Programa de Ayuda Energética para Hogares de Bajos Recursos (LIHEAP): Para los clientes que califican, disponemos de asistencia de emergencia para el pago de facturas y servicios de impermeabilización. Comuníquese al departamento de servicios y desarrollo de la comunidad de California (California Department of Community Services and Development) al California Lifeline/ULTS: Acceso a servicios telefónicos con descuento para clientes que reúnan lineamientos de ingreso similares a los del programa CARE. Para más información sobre este servicio, comuníquese por favor con su proveedor de servicio telefónico. Si tiene alguna pregunta sobre los programas o si desea más información sobre las formas en que trabajamos por proveerle un excepcional servicio al cliente, sírvase llamarnos al SDGE (7343). Save money on your SDG&E bill. Residential Rate Assistance Submetered Ahorre dinero en su factura de SDG&E. Ayuda Para Tarifa Residencial Medidor Colectivo Application/Solicitud 2 WAYS TO QUALIFY DOS FORMAS DE CALIFICAR

19 There are TWO ways to qualify for our programs. 1 Your household is currently receiving benefits from WIC, Healthy Families, Medi-Cal, LIHEAP, Food Stamps, or TANF programs, OR, Your total yearly household income before deductions is no more than the income level shown below. 2 If you believe that you qualify for SDG&E s CARE or FERA program, please complete the enclosed application. Fold, seal and drop in the mail, or fax to Please print clearly. Rules for Participation Applies to both the CARE and FERA programs You must notify SDG&E if you no longer qualify. You may not be claimed on another person s income tax return other than your spouse. Your household is receiving benefits from one of the public assistance programs listed in 2A, or your total yearly household income (all income of all persons living in your home) before deductions is no more than the income level listed in 2B You must renew your application when requested. You may be asked to verify your income. Household Members No. de personas en el hogar Hay DOS formas de calificar para nuestros programas. Su hogar recibe actualmente los beneficios de los programas WIC, Healthy Families, Medi-Cal, LIHEAP, Food Stamps o TANF, O, El ingreso total anual de su hogar antes de deducciones no es mayor que los niveles de ingresos que 2 se señalan a continuación: Si considera que califica para el programa CARE o FERA de SDG&E, sirvase llenar, doblar, cerrar y depoistar en el correo la solicitud adjunta, o por fax al Favor de escribir con claridad en letra de molde. CARE Income Guidelines Limite de ingreso 1 or 2 $ 29,300 not applicable No aplica 3 $ 34,400 $ 34,401 - $ 43,000 4 $ 41,500 $ 41,501 - $ 51,800 5 $ 48,600 $ 48,601 - $ 60,600 6 $ 55,700 $ 55,701 - $ 69,400 Each Additional Member add $ 7,100 add $ 7,100 - $ 8,800 Por cada persona adicional añada $ 7,100 añada $ 7,100 - $ 8,800 1 Reglas para participar Aplica tantoal programma CARE o FERA Debe notificar a SDG&E si ya no reúne los requisitos. No debe aparecer como dependiente en la declaración de impuestos de otra persona que no sea su cónyuge. Su hogar está recibiendo beneficios de uno de los programas de asistencia pública enlistados en la sección 2A, o el ingreso total anual de su hogar (el ingreso recibido por todas las personas FERA que viven en su hogar) antes de deducciones- no es mayor que los niveles de ingreso señalados en la sección 2B. Debe renovar su solicitud cuando le sea requerido. Se le puede pedir que compruebe su ingreso. CARE & FERA Application yith other utilities or their agents to enroll me in their assistance programs. 1 2A 2B 3 Household Information: Please complete Información del hogar: Sírvase llenar Number of persons in your household: Adults: + Children: = Número de personas en su hogar: Adultos: + Niños: = Please complete either section 2A OR 2B, then go to section 3 Sírvase completar ya sea la sección 2A O la 2B, y luego pase a la sección 3. Public Assistance Programs: Programas de asistencia pública: If you receive benefits from any of the following programs, please indicate which ones by checking ( ) the box, then SKIP 2B. Si recibe beneficios de alguno de los siguientes programas, sírvase indicar cuáles marcando ( ) el recuadro, luego SÁLTESE la sección 2B. Medi-Cal: Under 65 of age Menor de 65 años de edad Food Stamps WIC Healthy Families A & B 65 of age or older 65 años o mayor TANF (AFDC) LIHEAP Wages or Salaries Disability Payments TANF (AFDC) Rental or Royalty Income Interest or Dividends from: Savings Accounts, Stocks or Bonds, or Retirement Accounts Workers Compensation Scholarships, Grants or Other Aid Used for Living Expenses Social Security Declaration: (please read and sign below) CARE y FERA Solicitud Your Name Su nombre Home Telephone Teléfono particular Home Address /Apartment, City, Zip Code Cuidad, Código postal, Su domicilio /Apartamento I receive gas, electric directly from SDGE. Recibo servicio de gas, luz directamente de SDG&E. SDG&E Account Number. Número de cuenta de SDG&E I receive gas, electric through a submeter. Recibo servicio de gas, luz a través de un medior colectivo. OR O * If you do not participate in any of the above programs, please complete Section 2B. Si no participa en ninguno de los programas anteriores, sírvase llenar la Sección 2B. Household Income Eligibility: (skip if you filled out section 2A) Lineamientos de ingreso del hogar: (sálteselo si contestó la sección 2A) Please (1) fill in the square for all sources of income in your Sírvase (1) marcar el recuadro de todas las fuentes de ingreso de su household, and then (2) write in your total household income hogar, y después (2) escriba el ingreso total de su hogar antes de before deductions in the spaces provided: deducciones en los espacios provistos: You must check ( ) all sources of your household s income, including: SSI, SSP, SSDI Child Support Pensions Cash and/or Other Income Profit from Self-Employment (IRS For 1040, Schedule C, Line 29) Insurance Settlements Unemployment Benefits Legal Settlements Spousal Support Total annual household income before deductions: $,. Sueldos Pagos por incapacidad TANF (AFDC) Ingreso de alquiler o regalías Intereses o dividendos de: Cuentes de ahorro, acciones, bonos, o cuentas para el retiro Indemnización para los trabajadores Becas, subvenciones, u otra ayuda usada para sufragar el costo de la vida Seguro Social Declaration: (por favor lea y firme a continuación) Tome en cuenta todas las fuentes de ingresos de su hogar, incluyendo: Ingreso total anual en el hogar antes de deducciones:, I state the information I have provided in this application is true and correct. I agree to provide proof of income if asked. I agree to inform SDG&E if I no longer qualify to receive the discount. I know that if I receive any discount without qualifying for it, I may be required to pay back the discount I received. I understand that SDG&E can share my information with other utilities ortheir agents to enroll me in their assistance programs. Declaro que la información que he proporcionado en este formulario de solicitud es verdadera y correcta. Convengo en proporcionar un comprobante de ingresos si se me solicita. Convengo en informar a SDG&E si dejo de reunir los requisitos para recibir el descuento. Tengo entendido que si recibo algún descuento sin reunir los requisitos para obtenerlo, podría requerírseme la devolución del descuento que recibí. Entiendo que SDG&E puede compartir mi información con otras empresas de servicios públicos o con sus agentes para inscribirme en sus programas de asistencia. Customer Signature Firme del cliente Date Fecha SOURCE CODE Internal use only 2007 San Diego Gas & Electric Company. All rights reserved. FORM / SSI, SSP, SSDI Pensión alimenticia Pensiones Efectivo y/u otro ingreso Ganancias por autoempleo (Formulario 1040, anexo C, línea 29 del IRS) Indemnizaciones de seguros Prestaciones de desempleo Indemnizaciones legales Manutención conyugal $. 00 No Tape No Use Cinta Adhesiva Fold, Moisten and Seal Humedezca y Selle No Staples No Engrape

20 Revised Cal. P.U.C. Sheet No E San Diego Gas & Electric Company San Diego, California Canceling Revised Cal. P.U.C. Sheet No E SAMPLE FORMS Sheet 1 FORM /3 California Alternate Rates For Energy (CARE) Program Recertification Application and Statement of Eligibility (05/07) T (See Attached Form) 1P9 Issued by Date Filed May 21, 2007 Advice Ltr. No E Lee Schavrien Effective Senior Vice President Decision No Regulatory Affairs Resolution No. E-3524