Local Development and
Customer Programs
Strategic Roadmap
Development Overview
Executive Committee | July 2025
Objective
Provide an overview of the process for
developing a strategic roadmap for the next
phase of local development and customer
programs* within Ava’s territory
2 * not including commodity supply
Background
2018-2023
▪ Prior to start of electricity service in 2018, a team of external consultants developed the Local Development Business Plan (LDBP).
▪ It was intended to be a roadmap of efforts to be implemented in the first 5 years of service. It had a broad scope (operations to data architecture to procurement) while also very tactical (risk mitigation strategy to rate design).
2024-2025
▪ Assessment: In December 2024, staff provided an overview of the work completed under this initial plan and recommended that a future plan be more focused and based on stated priorities. Staff also provided an update on the Local Development Fund in March 2025.
▪ Execution: Staff has been focused on ongoing operations, expansion, and execution of committed programmatic initiatives for last several years. ▪ Initial Planning: Ava staff has strategic goals that drive our annual objectives. The goals are focused on: electrification, affordability, culture & workplace, and agency health (financial, regulatory).
2025-2026
▪ Strategy and Planning: Focus of this presentation is on the planning for efforts under the electrification goal - crafting a vision for what work Ava will focus on starting in 2027 specific to local development and customer programs. The strategic Roadmap will guide programmatic decisions, funding, and resourcing to meet Ava’s goals.
2027-2032
▪ Implementation: Staff will design and execute on programs and associated services guided by the strategic Roadmap.
3 2024 2025 2026 2027 2028 2029 2030
Ava Charge (to ~2037)
Ava Bike Electric June 2027
Building Efficiency Accelerator May 2026
Health-e Communities Pilot Dec 2025
HPWH support Mar 2025
CMF April 2026 PPAs to 2051
SmartHome Charging April 2027
Solar + Storage (to 2035)
Current Committed Roadmap of Programs
Process Proposal
5 Develop
Market
Assessment
Identify
Program
Concepts
Determine
how we
measure
success
(metrics)
Filter
Program
Concepts
through
Portfolio
Goals
Finalize a
Strategic
Roadmap
Stakeholder engagement through Board and Committee meetings, public workshops, & collaboration with municipal staff These are the core areas to target decarbonization:
• Transportation Electrification
• Building Electrification
• Energy Efficiency
• Load Management
• Resilience
6 Proposed Priority
Areas for Market
Assessment
Develop Market
Assessment
• Staff, along with consultant and stakeholder feedback, will develop a list of potential program concepts
• An example program concept could be:
• Mechanism: Financing for used EVs
• Metrics: $$ financed or # EVs financed which lead
to resulting emissions reduction
• Timeline: 3 year program
• Audience: Low-moderate income residential
customers
Within Priority
Areas, what program
concepts or
mechanisms can be
applied to achieve
goals?
7 Identify
Program
Concepts
The Roadmap should be informed by outcome metrics. Program concept metrics may include considerations such as:
• Total CO2 reduction
• Total reduction in NG usage
• # customers benefited
• $$ savings for Ava
• $$ savings for customers
The Roadmap should also consider the composition of programs at a portfolio level and equitable offerings, such as:
• Customer segment/account type
• Market sector/priority area
• Demographic considerations including communities of concern • Geographic diversity
Primary metrics may vary between programs in order to balance the objectives of the portfolio.
• For example, if decarbonization was the primary metric for all programs, the focus would likely be on our largest commercial customers. We would want to balance our portfolio with programs for residential customers in order to bring benefits to a larger number of customers.
Identify Appropriate
Metrics
8 Determine how
we measure
success
(metrics)
Filter Program
Concepts
through Portfolio
Goals
Current Proposed Key Dates
9 2025
July Overview presentation to Executive Committee and CAC November Selection of consultant to perform market assessment, program concepts, and metrics analysis
2026
February Presentation of market assessment report to the Board and CAC April Public workshop on market assessment, proposed program concepts, and metrics
May Presentation of program concepts and metrics to the Board and CAC August Public workshop on portfolio metrics
Sept/Oct Presentation of Roadmap to the board
Below are some key dates but not an exhaustive schedule. There will be additional touchpoints with municipal staff and other public meetings.