AGENDA
Apple Valley Choice Energy | Lancaster Energy | Energy for Palmdale’s Independent Choice | Pico Rivera Innovative Municipal Energy | Pomona Choice Energy | Rancho Mirage Energy Authority | San Jacinto Power | Santa Barbara Choice Energy
California Choice Energy Authority
Board of Directors Regular Meeting Agenda
May 20, 2025, 1:00 p.m.
City of Lancaster, Council Chamber
44933 Fern Ave., Lancaster CA 93534
Members of the public can observe the livestream of the meeting via Zoom by clicking:
https://cityoflancasterca-gov.zoom.us/j/ 89080929282
or telephonically by dialing:
(253) 215-8782
Meeting ID: 89080929282
Members of the public may also participate in this meeting at the following locations:
City of Pico Rivera
Main Conference Room
6615 Passons Blvd
Pico Rivera, CA. 90660
City of Pomona
Green Conference Room
752 Commercial St
Pomona, CA 91768
City of San Jacinto
595 S. San Jacinto Ave
San Jacinto, CA 92583
Deputy City Manager’s Office
City of Rancho Mirage
Conference Room 3
69-825 Highway 111
Rancho Mirage, CA. 92270
Members of the public can provide public comment in writing or orally in person as follows:
Written Comments: If you are unable to participate in person and you wish to make a comment, you may submit written comments up to 4 hours prior to the meeting via email to:
[email protected]. All written comments will be posted online and become part of the meeting record. Public comments received in writing will not be read aloud at the meeting.
Oral Comments: Members of the public can address the Board on items on the agenda at the time the item is being addressed or during Public Comments for topics that are not listed on the agenda. Speakers are limited to three (3) minutes each. In conformance with the Brown Act, no Board action can occur on items presented during Public Comment.
If you desire to speak during Public Comment and are in person, please fill out a speaker card and submit it to CalChoice staff. If you are participating in a remote location, please identify yourself with a CalChoice representative. When you are called to speak, please come forward to the podium and state your name. To address the Board regarding an item on the agenda, please fill out a speaker card and submit it to the Board Secretary before the Board Chair announces the item.
2 California Choice Energy Authority Board Meeting Agenda May 20, 2025
CALL TO ORDER
ROLL CALL
FLAG SALUTE
BOARD COMMENTS & ANNOUNCEMENTS
PRESENTATIONS
Consent Calendar
Item 1: Approve Minutes from February 18, 2025, Board of Directors Regular Meeting
RECOMMENDATION
Approve Minutes of February 18, 2025, Board Meeting.
Item 2: Receive and File Treasurer’s Report for Quarter Ended March 31, 2025
RECOMMENDATION
Receive and file Treasurer’s Report for quarter ended March 31, 2025.
Item 3: Consider Approval of California Choice Energy Authority Energy Efficiency Program Plan for Submittal to California Public Utilities Commission
RECOMMENDATION
Approve California Choice Energy Authority (CalChoice) Energy Efficiency Program Plan for submittal to the California Public Utilities Commission requesting funding for administration of energy efficiency programs.
New Business
Item 4: Consider Adoption of 2025 California Choice Energy Authority Legislative and Regulatory Policy Platform
RECOMMENDATION
Adopt the 2025 California Choice Energy Authority Legislative and Regulatory Policy Platform and Return to the Board of Directors annually to adopt an updated Legislative and Regulatory Policy Platform.
Item 5: Discuss Options and Provide Direction Regarding Chief Executive Officer Position
RECOMMENDATION
Discuss options and provide direction regarding the Chief Executive Officer position. 3 California Choice Energy Authority Board Meeting Agenda May 20, 2025
Item 6: Consider Adoption of Resolution Approving California Choice Energy Authority Fiscal Year 2025/26 Budget
RECOMMENDATION
Adopt a resolution approving the California Choice Energy Authority Fiscal Year 2025/26 Budget.
Item 7: Executive Director/General Manager/General Counsel Update
RECOMMENDATION
Receive update from the Executive Director/General Manager/General Counsel.
CLOSED SESSION
Conference with Legal Counsel – Existing Litigation (§ 54956.9) C.24-11-006, Clean Power Alliance, Central Coast Community Energy, California Choice Energy Authority, and Desert Community Energy, Complainants, v. Southern California Edison Company, Defendant.
PUBLIC COMMENT
BOARD MEMBER QUESTIONS
BOARD MEMBER REQUESTS FOR FUTURE AGENDA ITEMS
NEXT MEETING: Regular Board Meeting August 19, 2025
If you are an individual with a disability and need a reasonable modification or accommodation pursuant to the Americans with Disabilities Act (“ADA”), please contact [email protected] prior to the meeting for assistance.
California Choice Energy Authority
Board of Directors Regular Meeting Minutes
February 18, 2025, 1:00 p.m.
City of Lancaster, Council Chamber
44933 Fern Ave., Lancaster CA 93534
Alternate Locations:
City of Pico Rivera
Main Conference Room
6615 Passons Blvd
Pico Rivera, CA. 90660
City of Pomona
Green Conference Room
752 Commercial St
Pomona, CA 91768
City of Rancho Mirage
Conference Room 3
69-825 Highway 111
Rancho Mirage, CA. 92270
City of San Jacinto
595 S. San Jacinto Ave
San Jacinto, CA 92583
City Manager’s Office
City of Santa Barbara
Mission Creek Conference Rm.
801 Garden St, Suite 200
Santa Barbara, CA. 93101
CALL TO ORDER: The regular meeting of the California Choice Energy Authority was called to order by Chair Harris at 1:06 p.m.
ROLL CALL: All cities were represented.
FLAG SALUTE: Board Member Samson led the flag salute.
PUBLIC COMMENT:
Brad Anderson, a resident of the City of Rancho Mirage, commented on participating in the meeting from Rancho Mirage.
BOARD COMMENTS & ANNOUNCEMENTS: None
PRESENTATIONS – None
Consent Calendar
Item 1: Approve Minutes from November 19, 2024, Board of Directors Regular Meeting
RECOMMENDATION
Approve November 19, 2024, Board Meeting Minutes.
Item 2: Receive and File Treasurer’s Report for Quarter Ended December 31, 2024
RECOMMENDATION
Receive and file Treasurer’s Report.
Item 3: Receive California Choice Energy Authority Fiscal Year 2023/24 Audited Financial Statements
RECOMMENDATION
Receive California Choice Energy Authority Fiscal Year 2023/24 Audited Financial Statements No requests to speak on the Consent Calendar were received.
Motion by San Jacinto, second by Apple Valley, to approve the Consent Calendar.
Item 1
Motion approved unanimously on roll call vote.
New Business
Item 4: 2025 California Choice Energy Authority Lobby Days
RECOMMENDATION
Receive overview and provide input for planning 2025 California Choice Energy Authority Lobby Days from Andrea Deveau, Deveau Burr Group.
General Manager Cathy DeFalco introduced Andrea Deveau of the Deveau, Burr Group LLC, who gave an overview of potential legislative priorities for the coming year.
Chair Harris commented on prioritizing possible legislative changes to help CCAs with delinquencies similar to a public utility.
Board Member comments included energy affordability, protection of Grid Edge, and the ability for CCAs to have behind the meter opportunities to help lower rates and become more efficient for energy customers.
No requests to speak were received.
CalChoice Board received update.
Item 5: California Choice Energy Authority Energy Efficiency Program Update
RECOMMENDATION
Receive California Choice Energy Authority Energy Efficiency Program Update from Nancy Barba, Frontier Energy
General Manager Cathy DeFalco introduced Nance Barba of Frontier Energy who gave an update on the Energy Efficiency Program.
No requests to speak were received.
CalChoice Board received update.
Item 6: Consider Approval of Agreement Between California Choice Energy Authority and Calpine Community Energy, LLC for Data Management and Other Related Services
RECOMMENDATION
1) Approve agreement between California Choice Energy Authority and Calpine Community Energy, LLC for data management and related services effective April 1, 2025, for a term of five years in an amount not to exceed $4,500,000 annually. 2) Authorize a one-time, automatic renewal term of three (3) years, unless CalChoice or Calpine provides written notice of non-renewal at least six months prior to the end of the initial term.
3) Authorize the Executive Director, or his designee, to sign all documents subject to General Counsel approval.
General Manager Cathy DeFalco presented the item highlighting the vital services covered under the agreement.
Board Member comments included ensuring contingency plans for staffing during power outages and clarification on the allocation of ad hoc hours,
No requests to speak were received.
Motion by Apple Valley, second by Santa Barbara, to approve the recommendation.
Motion approved unanimously on roll call vote.
Item 7: Consider Approval of Memorandum of Understanding with Los Angeles County, through its Internal Service Department, for Regional Partnership and Implementation of the California Energy Commission Equitable Building Decarbonization Direct Install Grant Program
RECOMMENDATION
Approve Memorandum of Understanding between Los Angeles County, through its Internal Services Department, and California Choice Energy Authority, a member of the Southern California Equitable Building Decarbonization Coalition, relating to regional partnerships for the implementation of the California Energy Commission Equitable Building Decarbonization Direct Install Program, for a term effective March 1, 2025 through December 31, 2029, accept receipt of $379,919 in grant funds, and authorize the Executive Director, or his designee, to sign all documents subject to General Counsel approval.
General Manager Cathy DeFalco presented an overview of the MOU.
No requests to speak were received.
Motion by San Jacinto, second by Pico Rivera, to approve the recommendation.
Motion approved unanimously on roll call vote.
Item 8: Executive Director/General Manager/General Counsel Update
RECOMMENDATION
Receive update from the Executive Director/General Manager/General Counsel.
General Manager Cathy DeFalco updated the Board on plans for the 2025 All Member Meeting.
PUBLIC COMMENT
None
BOARD MEMBER QUESTIONS
None
BOARD MEMBER REQUESTS FOR FUTURE AGENDA ITEMS
Chair Harris requested that an item be placed on the agenda for discussion of filling the roll of Chief Executive Officer.
Chair Harris adjourned the meeting at 1:56 pm.
NEXT MEETING: Regular Board Meeting May 20, 2025
________________________________
Susan Caputo, MMC
Board Secretary
STAFF REPORT
California Choice Energy Authority
5/20/25
JC
Date: May 20, 2025
To: Chair Harris and Authority Members
From: Barbara Boswell, Treasurer
Item 2: Receive and File Treasurer’s Report for Quarter Ending March 31, 2025 Recommendation:
Receive and file Treasurer’s Report for Quarter Ending March 31, 2025.
Fiscal Impact:
There is no fiscal impact to California Choice Energy Authority (CalChoice).
Background:
Included in the report to the CalChoice Board are the following unaudited Financial Statements as of March 31, 2025:
• Statement of Net Position – Reports Assets, Liabilities and Net Position • Statement of Revenues, Expenses and Changes in Net Position- Reports Income and Expenses for the Period
• Check Detail Report for the Period January – March 2025 Attachment:
California Choice Energy Authority Unaudited Financial Statements and Check Detail as of March 31, 2025
ASSETS
CURRENT ASSETS
Cash and Cash Equivalents 9,233,207
Receivables: -
Accounts 165,960
Due From Members - Energy Purchases 1,269,573
Prepaid Items 22,741
TOTAL ASSETS 10,691,481
LIABILITIES
CURRENT LIABILITIES
Accounts Payable 64,850
TOTAL CURRENT LIABILITIES 64,850
Due to Lancaster Energy 2,659
Due to Members - Energy Sales -
Unearned Revenue 837,477
Member Collateral Deposits 6,000,000
Supplier Deposits 2,007,050
TOTAL LIABILITIES 8,912,036
NET POSITION
Unrestricted - Beginning 107,510
Reserved for Future Operational Costs 1,400,000
Change in net position 271,935
TOTAL NET POSITION 1,779,445
California Choice Energy Authority
Statement of Net Position - Unaudited
March 31, 2025
Item 2 Attachment
OPERATING REVENUES
Associate Member Fees - Apple Valley 113,859
Associate Member Fees - Lancaster 273,267
Associate Member Fees - Palmdale 273,267
Associate Member Fees - Pico Rivera 103,383
Associate Member Fees - Pomona 307,539
Associate Member Fees - Rancho Mirage 150,273
Associate Member Fees - San Jacinto 82,440
Associate Member Fees - Santa Barbara 189,612
Interest Income 75,676
Sponsorship Income 51,400
Program Funds - DAC-GT & Energy Efficiency 114,537
TOTAL OPERATING REVENUES 1,735,253
OPERATING EXPENSES
Administration, Legal and General Expenses 1,356,806
Program Expenses - DAC-GT & Energy Efficiency 106,512
TOTAL OPERATING EXPENSES 1,463,318
OPERATING INCOME 271,935
CHANGE IN NET POSITION 271,935
NET POSITION AT BEGINNING OF YEAR 1,507,510
NET POSITION AT 3/31/25 1,779,445
California Choice Energy Authority
Statement of Revenues, Expenses,
and Changes in Net Position (Unaudited)
For the period ended March 31, 2025
Check Detail Report
California Choice Energy Authority
January-March, 2025
Accrual Basis Monday, May 12, 2025 06:10 PM GMTZ 1/5
TRANSACTION
DATE
TRANSACTION
TYPE
NUM NAME LINE DESCRIPTION CLEARED AMOUNT
11000 River City Bank Operating
7185
01/07/2025 Bill Payment (Check) PG&E # 252623 Reconciled - 7,740,000.00
01/07/2025 Bill Payment (Check) PG&E -
7,740,000.00
7312
01/07/2025 Expense ES Volta Reconciled -490,000.00
01/07/2025 Expense ES Volta Returned ES Volta Black Walnut Security Deposits - Replaced with LOC's
Reconciled -490,000.00
7290
01/08/2025 Bill Payment (Check) Bayshore Consulting Group, Inc.
#Multiple Reconciled -102,962.08
01/08/2025 Bill Payment (Check) Bayshore Consulting Group, Inc.
-102,962.08
7186
01/10/2025 Bill Payment (Check) Direct Energy # CAISO20250108 Reconciled -552,105.65 01/10/2025 Bill Payment (Check) Direct Energy -552,105.65 7402
01/13/2025 Bill Payment (Check) CliftonLarsonAllen LLP # L241805268 Reconciled -16,800.00 01/13/2025 Bill Payment (Check) CliftonLarsonAllen LLP -16,800.00 7378
01/17/2025 Bill Payment (Check) Windstream Operations, LLC #619 Reconciled -24,840.00 01/17/2025 Bill Payment (Check) Windstream Operations, LLC -24,840.00 7379
01/17/2025 Bill Payment (Check) Sentinel Energy Center LLC #202504-SEC-CCEA Reconciled - 1,431,000.00
01/17/2025 Bill Payment (Check) Sentinel Energy Center LLC - 1,431,000.00
7380
01/17/2025 Bill Payment (Check) Powerex #51363828 Reconciled -135,640.50 01/17/2025 Bill Payment (Check) Powerex -135,640.50
7381
01/17/2025 Bill Payment (Check) Nextera #916758 Reconciled -126,000.00 01/17/2025 Bill Payment (Check) Nextera -126,000.00
7382
01/17/2025 Bill Payment (Check) MCE Clean Energy #CCEA-1224 Reconciled -107,500.00 01/17/2025 Bill Payment (Check) MCE Clean Energy -107,500.00 7383
01/17/2025 Bill Payment (Check) Leapfrog #0679 Reconciled -58,824.00 01/17/2025 Bill Payment (Check) Leapfrog -58,824.00
7384
01/17/2025 Bill Payment (Check) ES 1B Group 1, LLC #ES1B RA 12.24 Reconciled -308,000.00 01/17/2025 Bill Payment (Check) ES 1B Group 1, LLC -308,000.00 7385
01/17/2025 Bill Payment (Check) Direct Energy #CAISO20250115 Reconciled -498,777.28 01/17/2025 Bill Payment (Check) Direct Energy -498,777.28 7386
01/17/2025 Bill Payment (Check) 3 Degrees #3DINV-53582 Reconciled -96,750.00 01/17/2025 Bill Payment (Check) 3 Degrees -96,750.00
7387
01/17/2025 Bill Payment (Check) Resi Station LLC #Multiple Reconciled -10,380.00 01/17/2025 Bill Payment (Check) Resi Station LLC -10,380.00 7414
01/17/2025 Expense Bill Reconciled -165.00
01/17/2025 Expense Bill Bill.com-January 165.00
7388
01/24/2025 Bill Payment (Check) Direct Energy #CAISO20250122 Reconciled -443,422.76 01/24/2025 Bill Payment (Check) Direct Energy -443,422.76 7389
01/24/2025 Bill Payment (Check) Mountain View Partners III #Multiple Reconciled -27,325.18 01/24/2025 Bill Payment (Check) Mountain View Partners III -27,325.18 7390
01/24/2025 Bill Payment (Check) PG&E # 255042 Reconciled -51,062.50 01/24/2025 Bill Payment (Check) PG&E -51,062.50
Check Detail Report
California Choice Energy Authority
January-March, 2025
Accrual Basis Monday, May 12, 2025 06:10 PM GMTZ 2/5
TRANSACTION DATE TRANSACTION TYPE NUM NAME LINE DESCRIPTION CLEARED AMOUNT 7391
01/31/2025 Bill Payment (Check) Tripepi Smith #13880 Reconciled -8,397.50 01/31/2025 Bill Payment (Check) Tripepi Smith -8,397.50 7392
01/31/2025 Bill Payment (Check) SYCR #414075 Reconciled -1,400.00 01/31/2025 Bill Payment (Check) SYCR -1,400.00
7393
01/31/2025 Bill Payment (Check) PEA #1371 Reconciled -160,000.00 01/31/2025 Bill Payment (Check) PEA -160,000.00
7394
01/31/2025 Bill Payment (Check) Maher Accountancy #26583 Reconciled -20,600.00 01/31/2025 Bill Payment (Check) Maher Accountancy -20,600.00 7395
01/31/2025 Bill Payment (Check) Lancaster #2501111 Reconciled -12,023.75 01/31/2025 Bill Payment (Check) Lancaster -12,023.75
7396
01/31/2025 Bill Payment (Check) Keys & Fox LLP #29819 Reconciled -760.00 01/31/2025 Bill Payment (Check) Keys & Fox LLP -760.00
7397
01/31/2025 Bill Payment (Check) Direct Energy #CAISO20250129 Reconciled -673,791.10 01/31/2025 Bill Payment (Check) Direct Energy -673,791.10 7398
01/31/2025 Bill Payment (Check) DBG Deaveau Group #635 Reconciled -6,500.00 01/31/2025 Bill Payment (Check) DBG Deaveau Group -6,500.00 7399
01/31/2025 Bill Payment (Check) Calpine Energy Solutions - Data Mgmt #250130000008074 Reconciled -326,054.30 01/31/2025 Bill Payment (Check) Calpine Energy Solutions - Data Mgmt -326,054.30 7400
01/31/2025 Bill Payment (Check) BB&W #22378 Reconciled -13,315.95 01/31/2025 Bill Payment (Check) BB&W -13,315.95
7401
01/31/2025 Bill Payment (Check) Frontier #Multiple Reconciled -69,230.50 01/31/2025 Bill Payment (Check) Frontier -69,230.50
7403
02/03/2025 Bill Payment (Check) CliftonLarsonAllen LLP # L251014544 Reconciled -6,310.50 02/03/2025 Bill Payment (Check) CliftonLarsonAllen LLP -6,310.50 7937
02/03/2025 Expense Card Assets CC Pymt Reconciled -630.71 02/03/2025 Expense Card Assets CC Pymt Payment Reconciled -630.71 7938
02/03/2025 Expense Card Assets CC Pymt Reconciled -4,490.00 02/03/2025 Expense Card Assets CC Pymt Payment Reconciled -4,490.00 7598
02/05/2025 Bill Payment (Check) CalCCA # 2735 Reconciled -147,392.50 02/05/2025 Bill Payment (Check) CalCCA -147,392.50
7595
02/07/2025 Bill Payment (Check) Direct Energy # CAISO20250205 Reconciled -1,025,350.13 02/07/2025 Bill Payment (Check) Direct Energy -1,025,350.13 7527
02/12/2025 Bill Payment (Check) Bayshore Consulting Group, Inc. #1319 Reconciled -80,884.15 02/12/2025 Bill Payment (Check) Bayshore Consulting Group, Inc. -80,884.15 7528
02/12/2025 Bill Payment (Check) Bayshore Consulting Group, Inc. #Multiple Reconciled -23,738.30 02/12/2025 Bill Payment (Check) Bayshore Consulting Group, Inc. -23,738.30 7596
02/14/2025 Bill Payment (Check) Direct Energy # CAISO20250212 Reconciled -693,951.52 02/14/2025 Bill Payment (Check) Direct Energy -693,951.52 Check Detail Report
California Choice Energy Authority
January-March, 2025
Accrual Basis Monday, May 12, 2025 06:10 PM GMTZ 3/5
TRANSACTION DATE TRANSACTION TYPE NUM NAME LINE DESCRIPTION CLEARED AMOUNT 7567
02/19/2025 Bill Payment (Check) Sentinel Energy Center LLC #202505-SEC-CCEA Reconciled -1,431,000.00 02/19/2025 Bill Payment (Check) Sentinel Energy Center LLC -1,431,000.00 7568
02/19/2025 Bill Payment (Check) Powerex #51368913 Reconciled -135,640.50 02/19/2025 Bill Payment (Check) Powerex -135,640.50
7569
02/19/2025 Bill Payment (Check) Leapfrog #0691 Reconciled -58,824.00 02/19/2025 Bill Payment (Check) Leapfrog -58,824.00
7570
02/19/2025 Bill Payment (Check) ES 1B Group 1, LLC #ES1B RA 01.25 Reconciled -308,000.00 02/19/2025 Bill Payment (Check) ES 1B Group 1, LLC -308,000.00 7571
02/19/2025 Bill Payment (Check) CliftonLarsonAllen LLP #L251067047 Reconciled -2,000.25 02/19/2025 Bill Payment (Check) CliftonLarsonAllen LLP -2,000.25 7572
02/19/2025 Bill Payment (Check) Abbott, Stringham & Lynch #255730 Reconciled -38,000.00 02/19/2025 Bill Payment (Check) Abbott, Stringham & Lynch -38,000.00 7573
02/19/2025 Bill Payment (Check) Resi Station LLC #Multiple Reconciled -8,730.00 02/19/2025 Bill Payment (Check) Resi Station LLC -8,730.00 7936
02/19/2025 Expense Bill Reconciled -165.00
02/19/2025 Expense Bill Bill.com Subscription - Feb 2025 165.00 7597
02/24/2025 Bill Payment (Check) Direct Energy # CAISO20250219 Reconciled -531,021.83 02/24/2025 Bill Payment (Check) Direct Energy -531,021.83 7601
02/27/2025 Bill Payment (Check) Tripepi Smith #14065 Reconciled -8,266.25 02/27/2025 Bill Payment (Check) Tripepi Smith -8,266.25 7602
02/27/2025 Bill Payment (Check) SYCR #415019 Reconciled -1,295.60 02/27/2025 Bill Payment (Check) SYCR -1,295.60
7603
02/27/2025 Bill Payment (Check) PEA #1378 Reconciled -160,000.00 02/27/2025 Bill Payment (Check) PEA -160,000.00
7604
02/27/2025 Bill Payment (Check) Maher Accountancy #26649 Reconciled -20,600.00 02/27/2025 Bill Payment (Check) Maher Accountancy -20,600.00 7605
02/27/2025 Bill Payment (Check) Langan Engineering #90016261 Reconciled -2,290.00 02/27/2025 Bill Payment (Check) Langan Engineering -2,290.00 7606
02/27/2025 Bill Payment (Check) Lancaster #2501336 Reconciled -12,023.75 02/27/2025 Bill Payment (Check) Lancaster -12,023.75
7607
02/27/2025 Bill Payment (Check) Hall Energy Law #2020011022 Reconciled -3,185.00 02/27/2025 Bill Payment (Check) Hall Energy Law -3,185.00 7608
02/27/2025 Bill Payment (Check) DBG Deaveau Group #689 Reconciled -6,500.00 02/27/2025 Bill Payment (Check) DBG Deaveau Group -6,500.00 7609
02/27/2025 Bill Payment (Check) Calpine Energy Solutions - Data Mgmt #250430000008918 Reconciled -321,770.85 02/27/2025 Bill Payment (Check) Calpine Energy Solutions - Data Mgmt -321,770.85 7610
02/27/2025 Bill Payment (Check) BB&W #22461 Reconciled -27,306.12 02/27/2025 Bill Payment (Check) BB&W -27,306.12
Check Detail Report
California Choice Energy Authority
January-March, 2025
Accrual Basis Monday, May 12, 2025 06:10 PM GMTZ 4/5
TRANSACTION DATE TRANSACTION TYPE NUM NAME LINE DESCRIPTION CLEARED AMOUNT 7611
02/27/2025 Bill Payment (Check) Keys & Fox LLP #Multiple Reconciled -2,156.00 02/27/2025 Bill Payment (Check) Keys & Fox LLP -2,156.00 7617
02/28/2025 Bill Payment (Check) Direct Energy # CAISO20250226 Reconciled -608,945.81 02/28/2025 Bill Payment (Check) Direct Energy -608,945.81 7703
03/05/2025 Bill Payment (Check) Bayshore Consulting Group, Inc. #1331 Reconciled -80,610.32 03/05/2025 Bill Payment (Check) Bayshore Consulting Group, Inc. -80,610.32 7704
03/05/2025 Bill Payment (Check) Bayshore Consulting Group, Inc. #Multiple Reconciled -23,599.28 03/05/2025 Bill Payment (Check) Bayshore Consulting Group, Inc. -23,599.28 7702
03/10/2025 Bill Payment (Check) Direct Energy # CAISO20250305 Reconciled -638,838.38 03/10/2025 Bill Payment (Check) Direct Energy -638,838.38 7770
03/14/2025 Bill Payment (Check) Direct Energy # CAISO20250312 Reconciled -361,796.26 03/14/2025 Bill Payment (Check) Direct Energy -361,796.26 7982
03/18/2025 Expense Bill Reconciled -165.00
03/18/2025 Expense Bill Bill.com Subscription - March 165.00 7983
03/18/2025 Expense Bayshore Consulting Group, Inc. Reconciled -139.02 03/18/2025 Expense Bayshore Consulting Group, Inc. Overpayment March - Bayshore to credit April 139.02 7772
03/19/2025 Bill Payment (Check) Resi Station LLC #Multiple Reconciled -8,730.00 03/19/2025 Bill Payment (Check) Resi Station LLC -8,730.00 7773
03/19/2025 Bill Payment (Check) Sentinel Energy Center LLC #202506-SEC-CCEA Reconciled -1,431,000.00 03/19/2025 Bill Payment (Check) Sentinel Energy Center LLC -1,431,000.00 7774
03/19/2025 Bill Payment (Check) Powerex #51372508 Reconciled -135,625.00 03/19/2025 Bill Payment (Check) Powerex -135,625.00
7775
03/19/2025 Bill Payment (Check) Leapfrog #0699 Reconciled -58,824.00 03/19/2025 Bill Payment (Check) Leapfrog -58,824.00
7776
03/19/2025 Bill Payment (Check) ES 1B Group 1, LLC #ES1B RA 02.25 Reconciled -308,000.00 03/19/2025 Bill Payment (Check) ES 1B Group 1, LLC -308,000.00 7777
03/19/2025 Bill Payment (Check) DBG Deaveau Group #743 Reconciled -6,750.00 03/19/2025 Bill Payment (Check) DBG Deaveau Group -6,750.00 7771
03/21/2025 Bill Payment (Check) Direct Energy # CAISO20250319 Reconciled -631,070.12 03/21/2025 Bill Payment (Check) Direct Energy -631,070.12 7779
03/27/2025 Bill Payment (Check) Tripepi Smith #14172 Reconciled -8,483.75 03/27/2025 Bill Payment (Check) Tripepi Smith -8,483.75 7780
03/27/2025 Bill Payment (Check) PEA #1385 Reconciled -160,000.00 03/27/2025 Bill Payment (Check) PEA -160,000.00
7781
03/27/2025 Bill Payment (Check) Maher Accountancy #26700 Reconciled -20,600.00 03/27/2025 Bill Payment (Check) Maher Accountancy -20,600.00 7782
03/27/2025 Bill Payment (Check) Keys & Fox LLP #30015 Reconciled -2,352.00 03/27/2025 Bill Payment (Check) Keys & Fox LLP -2,352.00 Check Detail Report
California Choice Energy Authority
January-March, 2025
Accrual Basis Monday, May 12, 2025 06:10 PM GMTZ 5/5
TRANSACTION DATE TRANSACTION TYPE NUM NAME LINE DESCRIPTION CLEARED AMOUNT 7783
03/27/2025 Bill Payment (Check) Hall Energy Law #2020011029 Reconciled -11,310.00 03/27/2025 Bill Payment (Check) Hall Energy Law -11,310.00 7784
03/27/2025 Bill Payment (Check) Direct Energy #CAISO20250326 Reconciled -625,721.39 03/27/2025 Bill Payment (Check) Direct Energy -625,721.39 7785
03/27/2025 Bill Payment (Check) Calpine Energy Solutions - Data Mgmt #250830000009995 Reconciled -321,979.80 03/27/2025 Bill Payment (Check) Calpine Energy Solutions - Data Mgmt -321,979.80 7786
03/27/2025 Bill Payment (Check) CalCCA #2798 Reconciled -12,054.00 03/27/2025 Bill Payment (Check) CalCCA -12,054.00
7787
03/27/2025 Bill Payment (Check) BB&W #15066.32 Reconciled -15,066.32 03/27/2025 Bill Payment (Check) BB&W -15,066.32
7788
03/27/2025 Bill Payment (Check) Downey Brand #Multiple Reconciled -6,879.75 03/27/2025 Bill Payment (Check) Downey Brand -6,879.75
7789
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STAFF REPORT
California Choice Energy Authority
05/20/25
JC
Date: May 20, 2025
To: Chair Harris and Authority Members
From: Kathy Wells, Energy Programs Manager
Item 3: Approval of California Choice Energy Authority Energy Efficiency Program Plan for Submittal to California Public Utilities Commission Recommendation:
Approve California Choice Energy Authority (CalChoice) Energy Efficiency Program Plan for submittal to the California Public Utilities Commission requesting funding for administration of energy efficiency programs.
Fiscal Impact:
None. Should the California Public Utilities Commission approve the Energy Efficiency Program Plan, staff will bring the funding recommendation back to the Board for approval to receive ratepayer funds of approximately $3,174,000, which will be disbursed over a three-year program period.
Background:
Frontier Energy provides professional services supporting the development and implementation of Energy Efficiency programs on behalf of CalChoice and its members. In May 2023, CalChoice, with support from Frontier Energy, filed a petition to the California Public Utilities Commission (CPUC) to modify the funding mechanism established in D.14- 01-033, which is the decision that authorized CCAs to participate in the CPUC Elect to Administer [ETA] programs.
In April 2024, the CPUC issued decision D.24-04-007, establishing a minimum threshold of 4% of the applicable investor-owned utility’s energy efficiency Public Purpose Program Charges (PPPC) for CCAs to access for energy efficiency program offerings to their customers.
To date, CalChoice and Frontier Energy continued to work with Southern California Edison to determine available funding and have drafted a Program Plan on behalf of the CalChoice Joint CCAs. On February 18, 2025, the CalChoice Board received a presentation of the proposed Program and funding determination. Subsequently, the Program was shared with CalChoice’s programs advisory committee requesting their feedback and no questions or concerns were received.
2 The Program will target small business commercial customers and seeks to achieve the following outcomes:
• Avoided GHG emissions
• Goal of achieving customer utility bill savings
• Energy savings
Small Commercial Direct Install
The direct-install program will provide no- and low-cost energy efficient retrofits through approved installation contractors to reduce peak demand and energy consumption for small commercial customers using 200kW or less per month. CalChoice CCA eligible customers will receive a free on-site assessment that will result in a recommended course of action based on the most cost-effective measures. The program would provide installation of a prescribed list of measures tailored to the small commercial market. Such upgrade measures would include:
• Cooler Climates
o Lighting Measures
Example: LED Lighting, Fluorescent Lighting, Hi-Bay Lighting • Warmer Climates
o HVAC Retrofits
Example: Room AC
The 3-year program budget for the Small Direct Install Program is approximately $3,174,721 for the administration, marketing and outreach, and direct implementation.
Upon approval of the Plan, staff will submit a Tier 1 Advice Letter to the California Public Utilities Commission on behalf of the CalChoice CCA’s for certification under the California Public Utilities Code 381.1 (e) and (f) to administer programs.
Attachment:
CalChoice Joint CCA Energy Efficiency Program Plan
44933 Fern Avenue | Lancaster, CA 93534 | 1(888) 639-2411 | CaliforniaChoiceEnergyAuthority.com Apple Valley Choice Energy | Lancaster Energy | Energy for Palmdale’s Independent Choice | Pico Rivera Innovative Municipal Energy | Pomona Choice Energy | Rancho Mirage Energy Authority | San Jacinto Power | Santa Barbara Clean Energy
California Energy Choice’s
Population Normalized Metered Energy Consumption Program Plan Prepared: May 20, 2025
Item 3 Attachment
2 1 INTRODUCTION
1.1 Program Plan Summary
The Program will provide cost-effective energy efficiency retrofits, using a population-based normalized metered energy consumption (NMEC) approach to serve California Energy Choice’s (CalChoice) customers. As an alternative to the traditional “custom” or “deemed” program design, NMEC program design enables program administrators to provide rebates for energy efficiency retrofits using an overall reduction in metered consumption. Within NMEC program design, there are two different approaches: 1) site specific and 2) population. The Program will deploy the population approach.
1.2 Overview
CalChoice submits this Plan to enable its CCA territories to offer a cost-effective energy-resource program to SCE ratepayers. The Plan will address equity concerns, reduce emissions, and bring energy and non-energy benefits to the community.
The Program seeks to achieve the following outcomes:
• Avoided GHG emissions
• Customer utility bill savings
• Energy Savings
The Program will achieve its outcomes through lighting and HVAC retrofit measures. Cooler climates will have lighting measures and warmer climates will have HVAC retrofits.
CalChoice recognizes that its eight CCAs are currently served by a number of successful energy efficiency programs. The Program has been designed to complement those offerings by filling gaps while leveraging previous investments of ratepayer funds to launch an efficient and effective program.
The Program will utilize a population-based NMEC methodology and pay-for-performance model to measure energy savings. By tying metered savings to compensation, known as “pay-for-performance,” the Program provides an incentive to assure the achievement and persistence of energy savings. This program design reinforces quality installation, significantly reducing costly on-site inspections and other high-touch implementation costs. The pay-for-performance model conforms to the general program design guidelines described in D. 18-05-041.
1.2.1 Summary Yield and Budget
The Program is inherently scalable. The Program is a three-year program based on Elect to Administer (“ETA”) program budget allocation and requirements. Table 1 displays the kWh yield over the program term, and Table 2 shows the summary budget over the program term. 3 Table 1: kWh Yield over Program Term
Table 2: Program Plan over Program Term
1.3 Consideration Requested to the California Public Utilities Commission CalChoice is electing to become an administrator of ratepayer funds collected by the California Public Utilities Commission (CPUC) for cost-effective energy efficiency and conservation programs. CalChoice submits this program plan to the CPUC for certification under California Public Utilities Code 381.1 (e) and (f) to administer one program: a Population NMEC Program that is Pay-for-Performance.
Year kWh Savings Percentage of 3-
year Goal
1 0 0%
2 2,334,259 67%
3 1,167,130 33%
Total 3,501,389 100%
Budget
Categories Year 1 Year 2 Year 3 Total Percentage
Administrative $31,747 $190,483 $95,242 $317,472 10%
Marketing $19,048 $114,290 $57,145 $190,483 6%
Direct
Implementation
Non-Incentive
$63,494 $380,967 $190,483 $634,944 20%
Direct
Implementation
Incentive
$203,182 $1,219,093 $609,547 $2,031,822 64%
Annual
Program
Budget
$317,471 $1,904,833 $952,417 $3,174,721 100%
4 CalChoice has deep connections to the communities it serves and is fully qualified to provide energy services to our customers. CalChoice puts forth this energy program plan pursuant to Public Utilities Code 381.1 (e): The impartial process established by the commission shall allow a registered community choice aggregator to elect to become the administrator of funds collected from the aggregator’s electric service customers and collected through a non-bypassable charge authorized by the commission, for cost-effective energy efficiency and conservation programs, except those funds collected for broader statewide and regional programs authorized by the commission.
Pursuant to Section 381.1(f), the Commission must certify that this Plan meets six criteria, specified in paragraphs (1)-(6). CalChoice requests the Commission certify that the Program submitted meets the criteria the following:
1. Is consistent with the goals of the programs established pursuant to this section and Section 399.4.
The Program will deliver cost-effective energy savings to customers of CalChoice’s 8 CCAs along with benefits such as utility cost reduction and a safe and reliable grid. These outcomes are consistent with CPUC goals, and support and align with CalChoices’s Guiding Principles for Energy Efficiency Programs.
2. Advances the public interest in maximizing cost-effective electricity savings and related benefits.
The Commission determined that the energy efficiency portfolios of CCAs are subject to the cost-effectiveness threshold, Total Resource Cost (TRC) ratio of 1.0 for the first three program years. CalChoice performed a cost-effectiveness analysis of the proposed program in accordance with the methodologies included in the “California Standard Practices Manual,” using lighting and HVAC retrofit measures depending on the climate zone of CalChoice’s CCAs. As a result, the Program projects and achievable energy savings target, depth of intervention, and overall program savings goal. As detailed in the attached Program Plan, the Program projects a TRC of
1.015 which meets the cost-effectiveness requirement. The full results of the calculation can be found in Attachment 1, Appendix A, CalChoice Cost Effectiveness Calculations.
3. Accommodates the need for broader statewide or regional programs.
As detailed in the Program Plan, CalChoice’s program will be a unique program offered exclusively to its customers. Program marketing will be targeted to CalChoice customers and will clearly describe which ratepayers will be eligible to participate.
4. Includes audit and reporting requirements consistent with the audit and reporting requirements established by the commission pursuant to this section.
CalChoice performs annual financial audits using generally accepted accounting principles specific to governmental entities. These reports are publicly available and will be submitted to the Commission upon request.
5. Includes evaluation, measurement, and verification protocols established by the community choice aggregator.
CalChoice intends to contract with an independent, third-party EM&V provider to conduct process evaluations and/or market studies to determine the effectiveness and needs for successful 5 implementation of the program and future improvements. The Program Plan further details EM&V protocols.
6. Includes performance metrics regarding the community choice aggregator’s achievement of the objectives listed in paragraphs (1) to (5), inclusive, and in any previous plan.
The Program Plan lists specific performance metrics regarding the CCA achievement of the objectives listed in paragraphs (1) to (5) above.ff
2 CALCHOICE POPULATION NMEC P4P PROGRAM
2.1 Approach and Program Structure
The Population NMEC program is a market-driven resource program that assigns hourly values to behind-the-meter (BTM) load reduction impacts. It is supported by a robust evaluation, measurement, and verification (EM&V) plan that will be updated with meter data from CalChoice’s joint CCA service area. The Population NMEC program will include hourly values based on avoided costs.
Key benefits of the Population NMEC program include:
• Flexibility to adapt to market conditions without prescriptive solutions. • Reduced risk to program funding, as payments are performance-based. • Rapid scaling and expansion without the need for direct contracts with service providers.
• Seamless integration with existing programs.
Customers and/or service providers can participate in the market with a full range of offerings including traditional efficiency, demand response, load shaping tactics, and other solutions that generate verifiable results. The Program offers a payment for energy reductions that values a range of resources equally to ensure that incentives flow to projects with verifiable impacts and allow for different behind-the-meter solutions to work together in a coordinated way.
Unless otherwise allowed by the CPUC, ETA funds will meet cost-effectiveness requirements over the three-year program period.
2.1.1 Program Enrollment
Program enrollment is available to any service provider. It is expected that a broad range of service providers will enroll from the small commercial market.
Service providers enroll by signing a Purchase Agreement which outlines the key terms of participation and requirements. Service providers may then submit participating meters to the Population NMEC program, where they are pre-screened for data sufficiency, potential dual program enrollment, and other factors that may impact eligibility. Once eligibility is confirmed, a service provider’s customer portfolio is tracked, and compensation is provided based on demonstrated performance.
6 2.1.2 Evaluation, Measurement, & Verification (EM&V)
CalChoice will contract with an independent, third-party EM&V provider to perform process evaluations or market studies to determine the effectiveness of the program. CalChoice-led studies will be performed according to the process of Commission oversight of IOU EM&V projects as detailed in the Energy Efficiency EM&V Plan. CalChoice will be subject to the same protocol as investor-owned utilities for CPUC-directed impact evaluations to determine actual energy savings, benefits, costs, and goal achievement as directed in D.05-01-055.
CalChoice directed evaluations will evaluate market characterization, conditions and needs, identify any weaknesses in the program, and viable solutions to ameliorate those issues. The effects of the program will be measured in indirect program impacts (i.e., behavioral changes), and impacts to the market that resulted in induced market changes (i.e., job creation), while direct program impacts (i.e., energy savings) will be measured by the CPUC-directed impact evaluation. CalChoice will refer to existing and current EM&V studies, led by IOUs and CPUC, to avoid duplication and expand on existing efforts.
Within the Population NMEC program, determining demand flexibility impacts begins with a thorough assessment of a customer’s baseline. First, up to a full year of baseline data is collected to develop a counterfactual that is normalized for weather. Additionally, the comparison group adjustment generates further confidence in measured impacts through a “difference of differences” calculation. As a result, the Program can credit both savings and the energy impacts generated. These methods also provide CalChoice with a pathway to integrate demand flexibility reliably and verifiably into its portfolio of programs and supply side planning.
2.2 SEGMENTS AND MEASURES
2.2.1 Specific Measures or Technologies
The Population NMEC program is technology and measure agnostic by design. It can integrate a wide range of measures including traditional efficiency such as lighting and HVAC retrofits.
Other solutions that generate verifiable results can also be accommodated without administrative requirements.
By offering payment for energy impacts that value technologies and strategies equally, the Pay-for-Performance NMEC program ensures that program incentives are directed towards the technologies and providers that can deliver energy impacts most effectively, thereby minimizing performance risk to the program and optimizing the deployment of demand flexibility solutions.
2.2.2 Customer Market Segment
The Population NMEC program operates best when largely agnostic to building types and customer market segments, but it can also be tailored through participant requirements to be segment specific if necessary. This may be done for reasons of measurement methodology or administrative considerations, such as ensuring there is no overlap with other programs in the territory. Methodologically it is best applied to customer segments with consistent load shapes, 7 for whom a comparison group can readily be drawn by the program’s current EM&V Plan.
Customers with highly unique load shapes (e.g., large industrial customers) are not an optimal fit for the Pay-for-Performance NMEC program at present. The commercial sector traditionally provides greater cost-effectiveness with fewer large projects that provide lower marketing and acquisition costs, greater financial motivation and more elastic loads.
2.3 Program Tasks and Schedule
The program is anticipated to launch within three months of CPUC approval and will run on an ongoing basis with pricing aligned to CPUC direction. Below is a high-level schedule of tasks for the initial program launch. Once the program is enrolling customers, tasks 1-4 will be continuously operational.
The following are expected program tasks.
1. Contracting & Administrative Setup
CalChoice will initiate contracting discussions with its data service providers and partners to support the timely and efficient launch of the proposed program.
2. Refinement, Coordination, and Forecasting
Significant expertise has already been established in the existing Population NMEC programs.
The initial step will be to confer with the CPUC and other stakeholders regarding pricing strategy. By reviewing existing Population NMEC program results, other programs, available budget, service territory potential and anticipated summer needs, a refined pricing strategy will be established for ETA funded program.
3. Service Provider Recruitment
Service providers will be recruited to the market on the basis of the determined price points and benefits.
4. Interventions
Participating service providers will be encouraged to promptly begin scoping, enrolling and implementing interventions in advance of the summer season. Efficiency and permanent load shifts are expected to begin delivering impacts soon after implementation.
5. Measurement
Once a project has been performed on a property, the actual meter-based consumption post-intervention will be compared against the expected baseline in a “no-intervention” scenario, and the difference will be attributed to the project and will become the basis of incentive payments.
Individual project impacts will be calculated by comparing the treatment group (i.e., participating customers) to the control group (i.e., non-participating customers), using 14 months of pre- and post-project data to minimize the noise from non-routine events.
6. Incentive Processing and Reporting
When a project is successfully submitted to the program, it must pass verification checks (QA/QC) that include review of all documents (scopes of work, photos, etc.) to confirm eligibility, then the meter will be assigned to a control group for the purposes of tracking 8 incentive payments. Incentives will be paid on the project following final verification of program impacts, no less than 14 months following project completion. Service providers will provide monthly submissions of project enrollments, including anticipated energy savings impacts of the project, and this information will be captured for the purposes of program reporting, incentive reservations, and final incentive payment verification.
Completed projects are submitted with information on participating accounts, measures, and costs. This data can be used for future complementary offerings such as building electrification and distributed generation.
Once the measurement and verification of savings has been completed, CalChoice will issue incentives on portfolios of projects to service providers. Incentives aren’t expected to be processed for a full 17 months following approval of the program, but in time, CalChoice envisions this settlement will occur on a quarterly basis.
7. CalChoice Validation
Because the market model remains relatively novel, CalChoice will apply its own analytics to a sampling of projects. The purpose will be to verify at a high level that the reported results are consistent with CalChoice’s own data.
8. Supply-side forecasting
Once complete data is available after the first year, the data will also be assessed based on the yield and costs to evaluate supply-side implications. The analysis may inform seasonal and time frame targeting and price points for the second year. It will also be used to inform supply-side forecasts and the potential for increased benefits with increased scale or refined targeting.
Given the necessary delay in quantifying program impacts from pay-for-performance programs, the initial savings results will not be available until Year 2 of the program term. 3 MAXIMIZING SAVINGS & RELATED BENEFITS
3.1 Budget
The Program is inherently scalable. This is a three-year program based on Elect to Administer (ETA) program budget allocation and requirements.
Resolution E-5366 examined previous ETA applications and used an 8-year average of PGE’s nonbypassable charge (NBPC) collection revenue requirements to recalculate CCA budgets.
However, the findings from Resolution E-5366 state that this is not intended to set a formula or methodology for future Energy Efficiency program budget calculations.
Because of this, CalChoice is proposing using the most recent year of nonbypassable charges which is 2025.
The 2025 Revenue Requirement is $1,058,241. This results in the three-year budget of $3,174,723. The budget breakdown is shown in Table 2: Budget Breakdown over Program Term:
9 Table 2: Budget Breakdown over Program Term
3.2 Cost-Effectiveness
CalChoice is committed to delivering a cost-effective program. For ETA funds, the Population NMEC program will require service providers to meet cost-effectiveness targets as a prerequisite of payouts including meeting or exceeding the 1.0 TRC threshold over the three-year term, creating a sustainable ongoing program in accordance with the methodologies included in the California Standard Practices manual.
CalChoice’s CCAs territory includes climate zones: 6, 9, 10, 14, and 15. The Program measures include lighting measures for cooler climate zones (6, 9, and 10) and HVAC measures for warmer climate zones (10, 14, and 15). Based on these measures and climate zones, the Program is projected to achieve a TRC of 1.015 over its three-year term. 4 CONSISTENCY WITH COMMISSION REQUIREMENTS
CalChoice’s programs will deliver cost-effective energy savings to our customers while remaining consistent with CPUC goals.
CalChoice has and will continue to prioritize advancing the public interest as aligned with Public Utilities Code sections 399.4 and 381.1. CalChoice’s programs are consistent with broader regional or statewide energy efficiency programs and are designed to integrate demand side management activities in a way that will value stack the deployment of distributed energy resources. This will support relevant rulings and decisions such as, but not limited to, D.07-10- 032 and D.12-11-015.
CalChoice’s Plan is consistent with the ETA pathway for CCA program administration as defined in D.14-01-033. CalChoice’s plan also conforms to recent guidance from CPUC in D.21- Budget
Categories Year 1 Year 2 Year 3 Total Percentage
Administrative $31,747 $190,483 $95,242 $317,472 10%
Marketing $19,048 $114,290 $57,145 $190,483 6%
Direct
Implementation
Non-Incentive
$63,494 $380,967 $190,483 $634,944 20%
Direct
Implementation
Incentive
$203,182 $1,219,093 $609,547 $2,031,822 64%
Annual
Program
Budget
$317,471 $1,904,833 $952,417 $3,174,721 100%
10 05-031 that directs all PAs to segment their portfolios based on primary program purpose into three categories: resource acquisition, equity, and market support. CalChoice’s Market Access Program is focused on resource acquisition. CalChoice’s resource acquisition program meets a minimum of 1.0 TRC on a forecasted basis as directed by CPUC in D.21-05-031. D.21-05-031 also directs PAs to report on a new Total System Benefit (TSB) metric, which CalChoice has estimated for our portfolio and included in our Plan.
4.1 Accommodation of Statewide and Regional Programs
CalChoice has established itself as the electricity provider committed to local decision-making on power generation, energy conservation, and sustainability within the City. CalChoice is distinctly branded as different from the existing for-profit electric utility and is well-recognized by its constituents. CalChoice offers residents and businesses in its 8 CCA territories a viable alternative to the power traditionally procured by SCE. The program that CalChoice plans to administer will be uniquely distinguished as an exclusive offering for CalChoice customers.
Marketing efforts will target CalChoice customers and clearly outline which ratepayers are eligible to participate.
5 COLLABORATION WITH EXISTING PROGRAMS
CalChoice is trusted by its customers, and by becoming an administrator of energy efficiency programs and services CalChoice will be able to deliver increased value and benefit to those customers not only through direct services but also through collaboration with other program administrators. For the Population Normalized Metered Energy Consumption (NMEC) Program, CalChoice will collaborate and coordinate with other program administrators in the region in order to reduce market confusion and provide referrals and resources to ensure the best outcomes for customers. CalChoice will also collaborate with local government and community stakeholders to ensure program success, including leveraging broader partnerships with other California Community Choice Aggregators such as Silicon Valley Clean Energy (SVCE) to streamline and accelerate solicitations and procurements and align program design efforts to increase market effectiveness.
CalChoice has a history of successful collaboration with other entities. For example, city staff collaborated with SVCE to implement a heat pump water heater rebate program for residents in San José and SVCE territory. CalChoice also has a long history of collaborating and partnering with PG&E. CalChoice will utilize its varied project history and institutional knowledge to successfully administer this new program.
6 AUDITING AND REPORTING
6.1 Audits and Financial Controls
11 CalChoice will evaluate the effective use of resources and management procedures by completing all regulatory findings and reports as directed by CPUC staff. These documents will provide the results of program efforts that can be evaluated against the performance metrics identified by CalChoice, including adherence to cost-effectiveness requirements. CalChoice will take all necessary actions to remain compliant with additional auditing and reporting requirements.
6.2 Evaluation, Measurement and Verification Protocols
CalChoice will contract a third-party to perform process evaluation or market studies to assess the effectiveness of program implementation activities and evaluate challenges and opportunities in the CalChoice service territory. The studies will be performed according to the Commission oversight process of IOU Evaluation Measurement and Verification (EM&V) projects.
CalChoice will be subject to the same protocol as IOUs for CPUC- directed impact evaluations to determine actual energy savings, benefits, costs, and goal achievement as directed in D. 05-01- 055. The EM&V methods are open source and publicly available. 7 PERFORMANCE METRICS
7.1 Performance Metrics
The following Performance Metrics will indicate progress toward meeting the goals and objectives of the CPUC Energy Efficiency Strategic Plan and CalChoice’s goals and objectives.
The specific objective of Section 381.1 (f) that each metric addresses (if applicable) is included in parentheses.
• Program energy savings (381.1(f)(2))
• Cost-effectiveness tool (CET) output
• Tracking the Program cost-effectiveness annually (381.1(f)(2)) • Percentage of recommended measures installed by customers (381.1(f)(4)) • EM&V of project energy savings forecasts and energy savings realized (381.1(f)(5)) • Total participating customers by segment (381.1(f)(4))
STAFF REPORT
California Choice Energy Authority
05/20/25
JC
Date: May 20, 2025
To: Chair Harris and Authority Members
From: Cathy DeFalco, General Manager
Item 4: Consider Adoption of 2025 Legislative and Regulatory Policy Platform Recommendation:
1. Adopt the 2025 California Choice Energy Authority Legislative and Regulatory Policy Platform;
2. Return to the Board of Directors annually to adopt an updated Legislative and Regulatory Policy Platform
Fiscal Impact:
There is no fiscal impact by this action.
Background:
The 2025 California Choice Energy Authority (CalChoice) Legislative and Regulatory Policy Platform guides CalChoice's advocacy efforts on policy matters. The adoption of this Platform enables CalChoice to be responsive in real-time when considering and/or responding to requests to take policy positions of support. The Platform ensures consistent actions at the regional, state, and federal levels, prioritizing the best interests of CalChoice, its mission, member agencies, and customers.
CalChoice is committed to advancing sustainable, reliable, and equitable energy policy. This commitment is reflected in its core values: community choice, local control, affordability, innovation, procurement autonomy, and climate leadership.
The Legislative and Regulatory Policy Platform is centered around the following six key principles:
• Governance Autonomy
• Affordability
• Power Charge Indifference Adjustment (PCIA) Reform
• Energy Resources
• Regional Grid Governance
• Sustainability
Item 4
Adopt 2025 Legislative and Regulatory Policy Platform
2 The Platform directs staff positions on regulatory and legislative proposals. The Platform also provides guidance to the Chief Executive Officer or General Manager on positions that should be taken on legislative and regulatory matters that come before the California Community Choice Association (CalCCA) Board of Directors. Additionally, staff will return to the Board of Directors annually for the purpose of adopting an updated Legislative and Regulatory Policy Platform.
Finally, CalChoice staff will report to the Board on all positions taken on legislative bills. As a policy, staff will not take positions on legislative bills that fall outside the scope of this platform and/or potentially attract high-profile supporters/detractors including:
• Bills modifying the California Environmental Quality Act (CEQA) • Bills that would raise taxes
Attachment:
2025 California Choice Energy Authority Legislative and Regulatory Policy Platform 2025 Legislative and Regulatory Policy Platform
The California Choice Energy Authority (CalChoice) Legislative and Regulatory Policy Platform serves as a guide for the CalChoice Board of Directors and staff in their advocacy efforts and engagement on policy matters of interest to CalChoice. This Platform enables CalChoice representatives to pursue actions at the regional, state, and federal levels in a consistent manner and in the best interest of the organization, its mission, its member agencies, and its customers.
CalChoice is committed to advancing sustainable, reliable, and equitable energy policy that reflects its values around community choice, local control, affordability, innovation, procurement autonomy, and climate leadership. These policy principles provide the framework for that engagement. The Platform provides direction to CalChoice staff on positions that should be taken on regulatory matters and legislative bill proposals. The Platform also provides guidance to the Chief Executive Officer or General Manager on positions that should be taken on legislative and regulatory matters that come before the California Community Choice Association (CalCCA) Board of Directors.
CalChoice staff will report to the Board on all positions taken on legislative bills. As a policy, staff will not take positions on legislative bills that fall outside the scope of this platform and/or potentially attract high-profile supporters/detractors. Such bills include those that would modify the California Environmental Quality Act (CEQA); raise taxes.
Policy Principles
The Legislative and Regulatory Policy Platform is centered on six (6) key principles:
1. Governance Autonomy: CalChoice advocates for legislative and regulatory actions that prioritize governance over rate setting and procurement autonomy that align with the best interests of the organization, its member agencies and its customers.
2. Affordability: CalChoice advocates affordable, fair, and transparent energy rates that do not harm disadvantaged customers or Community Choice Aggregator (CCA) customers, while supporting decarbonization and protecting CalChoice's local program flexibility.
3. Power Charge Indifference Adjustment (PCIA) Reform: CalChoice pursues an equitable PCIA framework that does not penalize CCA customers, and CalChoice seeks PCIA reform to reflect actual costs and reduce stranded costs.
4. Energy Resources: CalChoice supports the implementation and expansion of energy resources such as renewable energy generation facilities, battery energy storage systems (BESS), and small-scale distributed energy resources by Item 4 Attachment
advocating for efficient interconnection processes, equitable access to incentives, and the development of frameworks that properly value storage resources for the benefit of CalChoice’s members.
5. Regional Grid Governance: CalChoice advocates for policies that support the evolution or establishment of a regionally accountable governance framework to guide inclusive decision-making for Western grid integration.
6. Sustainability: CalChoice promotes flexible, incentive-based approaches to building electrification that allow for local adaptation and customer affordability.
Policy Platform
1. Governance Autonomy
a. Advocate policies that prioritize governance over rate setting and procurement actions that benefit the interests of CalChoice’s Member Agencies and its customers.
2. Affordability
a. Advance policies that ensure transparency and fairness in energy rate structures.
b. Oppose rate design changes that disproportionately impact low-income or disadvantaged customers.
c. Support rate reforms that align with decarbonization goals while maintaining local program flexibility and promoting Resource Adequacy frameworks that provide CCAs with flexibility to meet obligations, recognize the value of diverse resources, and promote cost-effective solutions. d. Oppose any rate design changes or policies that unfairly disadvantage CCA programs or its customers. This includes, but is not limited to, policies that impose disproportionate costs on CCA customers, restrict CCA program flexibility, or undermine the ability of CCAs to compete fairly in the energy market.
3. Power Charge Indifference Adjustment (PCIA) Reform
a. Advocate for a transparent and equitable PCIA framework that does not penalize CCA customers.
b. Support efforts to phase out or fundamentally reform the PCIA to reflect actual cost causation and stranded cost reduction.
4. Energy Resources
a. Advocate for efficient and predictable interconnection processes for renewable generation and BESS projects.
b. Supporting expansion of energy storage technologies to enhance grid reliability and reduce peak demand.
c. Advocate for equitable access to incentives and funding for community-scale and behind-the-meter renewable energy generation and BESS projects. d. Promote regulatory frameworks that recognize the value of storage in energy markets and resource adequacy planning.
e. Support policies that promote the production and development of emerging clean energy technology solutions.
f. Advocate for funding and infrastructure development for new clean energy technology solutions that benefit local communities and grid reliability.
5. Regional Grid Governance
a. Ensure transparent, inclusive, and equitable governance. b. Preserve community choice representation and equitable decision-making. c. Protect local governance, decision-making authority, reliability and affordability.
d. Ensure regional market structures do not compromise the ability of CCAs to serve customers effectively.
e. Emphasize strong consumer protections and public accountability.
6. Sustainability
a. Promote flexible, incentive-based approaches to building electrification that allow for local adaptation and customer affordability.
b. Support standards that enable energy efficiency, decarbonization, and grid-resilient building design. c. Ensure alignment of sustainability efforts between state mandates and community capacity for implementation.
STAFF REPORT
California Choice Energy Authority
5/20/25
JC
Date: May 20, 2025
To: Chair Harris and Authority Members
From: Jason Caudle, Chief Executive Officer
Item 5: Discuss Options and Provide Direction Regarding Chief Executive Officer Position
Recommendation:
Discuss options and provide direction regarding Chief Executive Officer position.
Fiscal Impact:
Funding for the Chief Executive Officer position is included in the proposed Fiscal Year 2025/26 budget to be considered at this Board meeting.
Background:
Section 2.2 of the California Choice Energy Authority (Cal Choice) Third Amended and Restated Bylaws establishes the responsibility for appointing a Chief Executive/Executive Director to the Boad of Directors. Jason Caudle has served as the CEO of CalChoice since its inception, as part of the Overhead Administration from City of Lancaster. In February 2025, Jason notified CalChoice that effective July 1, 2025, he would no longer be available to serve as CEO of CalChoice.
CalChoice operates through a variety of professional and contractual services agreements and currently has no full-time employees. Options available to CalChoice to fill the Chief Executive position include:
• executing an agreement with one of its member agencies for the agency to fill the CEO position;
• hire through a new professional services agreement or amend one of the existing professional services agreements to add the CEO position; • appoint an interim CEO and establish a position and hire as an employee of CalChoice.
Attachment:
None
STAFF REPORT
California Choice Energy Authority
5/20/25
JC
Date: May 20, 2025
To: Chair Harris and Authority Members
From: Jason Caudle, Chief Executive Officer
Item 6: Consider Adoption of Resolution Approving California Choice Energy Authority Fiscal Year 2025/26 Budget
Recommendation:
Adopt a resolution approving the California Choice Energy Authority Fiscal Year 2025/26 Budget.
Fiscal Impact:
The proposed Fiscal Year 2025/26 recommends operating expenditures in the amount of $2,715,520, operating revenues in the amount of $2,715,520 and non-operating revenue in the amount of $135,000. Also included in the proposed budget are member agency energy transactions pass-throughs in the amount of $96,000,000 and professional services pass throughs in the amount of $7,928,530.
Background:
The annual budget establishes the spending authority for CalChoice and provides sufficient funding to provide administration, procurement, programs and regulatory support for the eight CalChoice member agencies.
The proposed FY 2025/26 operating budget compared to FY 2024/25 is summarized below:
FY
2024/25
BUDGET
FY 2024/25
PROJECTED
FY 2025/26
PROPOSED
$
CHANGE
%
CHANGE
Revenues $2,086,520 $2,143,821 $2,850,520 $764,000 37%
Expenditures 2,026,165 1,826,838 2,715,520 689,355 34%
Change in
Net Position
$60,355 $316,983 $135,000
The increase in revenues and expenditures is primarily due to a change in how the CalCCA dues are handled. Previously CalCCA dues were assessed to each member agency individually and passed along as a separate line item on the CalChoice invoice. Staff worked with CalCCA staff to review how the CalChoice member agency dues were calculated, and it was determined that changing the method to treating CalChoice as a single member is a more equitable Item 6
FY 2025/26 Budget
2 methodology since the CalChoice group has only 1 Board member. The full impact of the change is detailed below:
The initial CalCCA dues calculation would have resulted in the CalChoice members realizing a dues increase of $52,846. Through the updated approach, the members realize a cost reduction of $65,970.
The remainder of the increase in the budget is primarily related to the impact of adding the Board Secretary to professional services for a full fiscal year in the amount of $100,000.
The Exhibit in the Resolution reflects the line item detail of the proposed budget.
In addition to the operating budget, the following program budget is proposed for the DAC-GT program, which if funded through California Public Utilities Commission funds:
Lastly, there are energy procurement and professional services passthrough expenses that are budgeted for as summarized below:
Item 6
FY 2025/26 Budget
3 FY 2024/25 Budget FY 2024/25
Projected
FY 2025/26
Proposed
Energy Procurement
Revenue $32,168,768 $96,000,000 $48,000,000
Energy Procurement
Expenditures $32,168,768 $96,000,000 $48,000,000
Professional Services
Passthrough Rev $7,413,859 $7,977,223 $7,938,530
Professional Services
Passthrough Exp $7,413,859 $7,977,223 $7,938,530
The increase in energy procurement costs are related to higher than expected Renewable Energy and Resource Adequacy transactions flowing through CalChoice than expected. The increase in professional services costs is primarily related to the increase in the Calpine Data Management Agreement.
Attachment:
Resolution
RESOLUTION NO. 2025-
A RESOLUTION OF THE CALIFORNIA CHOICE ENERGY
AUTHORITY, ADOPTING THE ANNUAL FISCAL YEAR
2025/26 BUDGET
WHEREAS, the California Choice Energy Authority (“Authority”) is a duly formed and existing Joint Powers Authority under the laws of the State of California pursuant to Government Code Section 6500 et seq.; and
WHEREAS, in accordance with Government Code Sections 6508 and 6509, the Authority operates subject to the fiscal policies and procedures of its governing agreement and applicable provisions of California law; and
WHEREAS, the Chief Executive Officer has submitted a proposed Annual Budget for Fiscal Year 2025/26 to the Board of Directors in conformance with the Authority’s Joint Powers Agreement and established fiscal policies; and
WHEREAS, the proposed budget has been reviewed and discussed by the Board in a duly noticed public meeting held in compliance with the Brown Act (Government Code Section 54950 et seq.); and
WHEREAS, the Board has determined that the proposed budget provides for the efficient operation of the Authority and supports the public purposes for which the Authority was formed.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the [Name of Joint Powers Authority] as follows:
Section 1. Approval of Budget: The Board of Directors hereby approves and adopts the Annual Budget for Fiscal Year 2025/26, as presented and attached hereto as Exhibit A.
Section 2. Appropriation of Funds: The amounts specified in the Annual Budget are hereby appropriated for expenditure in accordance with the purposes and activities described therein.
Section 3. Authority to Implement: The Chief Executive Officer is authorized and directed to take all actions necessary to implement and manage the approved budget, including entering into contracts, making expenditures, and administering funds in accordance with the budget and applicable law.
Section 4. Effective Date: This resolution shall take effect immediately upon its adoption.
Item 6 Attachment Resolution
PASSED, APPROVED, and ADOPTED this 20th day of May 2025, by the following vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
ATTEST: APPROVED:
SUSAN CAPUTO GEORGE HARRIS
Board Secretary Chair
California Choice Energy Authority California Choice Energy Authority
Resolution No. 2025-
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES )ss
CITY OF LANCASTER )
CERTIFICATION OF RESOLUTION
CALIFORNIA CHOICE ENERGY AUTHORITY
I, , of California Choice
Energy Authority, do hereby certify that this is a true and correct copy of the original Resolution No. 2025- , for which the original is on file in my office.
WITNESS MY HAND AND THE SEAL OF THE CALIFORNIA CHOICE ENERGY AUTHORITY, on this day
of , .
(seal)
Summary for Staff Report Page 1 of 3
California Choice Energy Authority
Fiscal Year 2024/25 Adopted & Fiscal Year 2025/26 Proposed FY 2024/25
Adopted Budget
FY 2024/25
Estimates as of
3/31/25
FY 2025/26
Proposed Budget $ Change % Change
ADMINISTRATIVE SERVICE AGREEMENTS
Apple Valley ASA Revenue $ 151,812 $ 151,812 $ 229,176 $ 77,364 51% LancasterASA Revenue $ 364,356 $ 364,356 $ 584,911 $ 220,555 61% Palmdale ASA Revenue $ 364,356 $ 364,356 $ 500,353 $ 135,997 37% Pico Rivera ASA Revenue $ 137,844 $ 137,844 $ 204,399 $ 66,555 48% Pomona ASA Revenue $ 410,052 $ 410,052 $ 412,415 $ 2,363 1% Rancho Mirage ASA Revenue $ 200,364 $ 200,364 $ 277,318 $ 76,954 38% San Jacinto ASA Revenue $ 109,920 $ 109,920 $ 176,604 $ 66,684 61% Santa Barbara ASA Revenue $ 252,816 $ 252,816 $ 330,345 $ 77,529 31% Total Administrative Service Agreements $ 1,991,520 $ 1,991,520 $ 2,715,520 $ 724,000 36% Sponsorship Income $ 10,000 $ 51,400 $ 50,000 $ (1,400) -3% Interest Income $ 85,000 $ 100,901 $ 85,000 $ (15,901) -16% Net Revenue Avail for Operating Expenditures $ 2,086,520 $ 2,143,821 $ 2,850,520 $ 764,000 36%
OPERATING EXPENDITURES
CPUC workshops/Seminars/Travel $ 30,000 $ 20,000 $ 30,000 $ 10,000 50% Promotion & Advertising (Marketing) $ 163,660 $ 157,751 $ 195,160 $ 37,409 24% Publications & Dues $ 2,750 $ 1,975 $ 522,025 $ 520,050 26332% Office Supplies $ - $ - $ - $ -
Insurance Expense $ 20,000 $ 14,273 $ 20,000 $ 5,727 40% Professional Services $ 1,055,600 $ 1,045,797 $ 1,192,600 $ 146,803 14% Software & Support $ 9,870 $ 11,221 $ 11,450 $ 229 2%
CalChoice Board Admin $ 50,000 $ - $ 50,000 $ -
Program Development $ 25,000 $ - $ 25,000 $ 25,000
Legal Services - General & Procurement $ 175,000 $ 120,079 $ 175,000 $ 54,921 46% Legal Services - Regulatory $ 350,000 $ 311,457 $ 350,000 $ 38,543 12% Lancaster Administrative Overhead $ 144,285 $ 144,285 $ 144,285 $ - 0% Total Operating Expenditures $ 2,026,165 $ 1,826,838 $ 2,715,520 $ 838,682 46%
PROGRAM ACTIVITIES
Program Revenue
DAC-GT Program Revenue 206,585.00 159,768.00 517,029.00 $ 357,261 224% Total Program Funds $ 206,585.00 $ 159,768.00 $ 517,029.00 $ 357,261.00 224% Program Expenditures
DAC-GT - Professional Svcs $ 64,978.00 $ 4,093.50 $ 167,371.00 $ 163,278 3989% DAC-GT Energy Associated Costs $ 133,507.00 $ - $ 349,658.00 $ 349,658 DAC-GT - Legal Fees $ 8,100.00 $ 24,237.00 $ - $ (24,237) -100% Energy Efficiency - Legal Fees $ - $ 131,437.50 $ - $ (131,438) -100% Program Expenditures $ 206,585.00 $ 159,768.00 $ 517,029.00 $ 357,261.00 224% Net Program Revenues/Expenditures $ - $ - $ -
TOTAL EXPENDITURES $ 2,232,750 $ 1,986,606 $ 3,232,549 $ 1,195,943 CHANGE IN NET POSITION $ 60,355 $ 316,983 $ 135,000 $ (74,682)
STATEMENT OF NET POSITION
Exhibit A
Item 6 Resolution Attachment
Summary for Staff Report Page 2 of 3
California Choice Energy Authority
Fiscal Year 2024/25 Adopted & Fiscal Year 2025/26 Proposed FY 2024/25
Adopted Budget
FY 2024/25
Estimates as of
3/31/25
FY 2025/26
Proposed Budget $ Change % Change
Results of Operations: $ 60,355 $ 316,983 $ 135,000
Beginning Net Position $ 1,544,173 $ 1,507,510 $ 1,824,493 NET POSITION, END OF FISCAL YEAR $ 1,604,528 $ 1,824,493 $ 1,959,493
STATEMENT OF FUND BALANCE
Designated Reserves
Operational Reserve $ 1,000,000 $ 1,400,000 $ 1,600,000 Total Designated Reserves $ 1,000,000 $ 1,400,000 $ 1,600,000 Undesignated Reserves $ 317,336 $ 424,493 $ 359,493
TOTAL RESERVES $ 1,317,336 $ 1,824,493 $ 1,959,493
Energy Transactions pass Throughs:
Energy Revenues
Apple Valley - Energy Revenue $ 2,794,762 $ 6,500,000 $ 4,000,000 Lancaster - Energy Revenue $ 13,873,062 $ 38,000,000 $ 20,000,000 Palmdale - Energy Revenue $ 3,000,000 $ 10,000,000 $ 4,000,000 Pico Rivera - Energy Revenue $ 1,738,975 $ 6,000,000 $ 3,000,000 Pomona - Energy Revenue $ 2,107,984 $ 11,000,000 $ 4,000,000 Rancho Mirage - Energy Revenue $ 4,061,269 $ 7,500,000 $ 5,000,000 San Jacinto - Energy Revenue $ 2,010,085 $ 5,000,000 $ 4,000,000 Santa Barbara - Energy Revenue $ 2,582,631 $ 12,000,000 $ 4,000,000 Total Energy Revenues $ 32,168,768 $ 96,000,000 $ 48,000,000 Energy Expenditures
Apple Valley - Energy Expense $ 2,794,762 $ 6,500,000 $ 4,000,000 Lancaster - Energy Expense $ 13,873,062 $ 38,000,000 $ 20,000,000 Palmdale - Energy Expense $ 3,000,000 $ 10,000,000 $ 4,000,000 Pico Rivera - Energy Expense $ 1,738,975 $ 6,000,000 $ 3,000,000 Pomona - Energy Expense $ 2,107,984 $ 11,000,000 $ 4,000,000 Rancho Mirage - Energy Expense $ 4,061,269 $ 7,500,000 $ 5,000,000 San Jacinto - Energy Expense $ 2,010,085 $ 5,000,000 $ 4,000,000 Santa Barbara - Energy Expense $ 2,582,631 $ 12,000,000 $ 4,000,000 Total Energy Expenditures $ 32,168,768 $ 96,000,000 $ 48,000,000 Net Results of Energy Transactions $ - $ - $ -
Professional Services Pass Throughs
Professional Services Revenues
Apple Valley - Professional Services Revenue $ 829,873 $ 865,208 $ 922,657 Lancaster - Professional Services Revenue $ 1,308,702 $ 1,501,427 $ 1,377,402 Palmdale - Professional Services Revenue $ 1,199,752 $ 1,285,841 $ 1,300,376 Pico Rivera - Professional Services Revenue $ 662,570 $ 672,275 $ 745,375 Pomona - Professional Services Revenue $ 1,036,100 $ 1,115,229 $ 1,135,395 Rancho Mirage - Professional Services Revenue $ 702,220 $ 712,046 $ 680,683 San Jacinto - Professional Services Revenue $ 668,919 $ 765,201 $ 766,721 Santa Barbara - Professional Services Revenue $ 1,005,724 $ 1,059,998 $ 1,009,921 Total Professional Services Revenues $ 7,413,859 $ 7,977,223 $ 7,938,530 Professional Services Expenditures
Apple Valley - Data Mgmt $ 396,000 $ 445,733 $ 535,032
Apple Valley - Professional Svcs $ 433,873 $ 419,475 $ 387,625 Lancaster - Data Mgmt $ 816,000 $ 953,406 $ 989,777
Lancaster - Professional Svcs $ 492,702 $ 548,021 $ 387,625 Palmdale - Data Mgmt $ 720,000 $ 812,211 $ 912,751
Palmdale - Professional Svcs $ 479,752 $ 473,630 $ 387,625 Summary for Staff Report Page 3 of 3
California Choice Energy Authority
Fiscal Year 2024/25 Adopted & Fiscal Year 2025/26 Proposed FY 2024/25
Adopted Budget
FY 2024/25
Estimates as of
3/31/25
FY 2025/26
Proposed Budget $ Change % Change
Pico Rivera - Data Mgmt $ 240,000 $ 271,355 $ 357,750
Pico Rivera - Professional Svcs $ 422,570 $ 400,920 $ 387,625 Pomona - Data Mgmt $ 576,000 $ 656,213 $ 747,770
Pomona - Professional Svcs $ 460,100 $ 459,017 $ 387,625 Rancho Mirage - Data Mgmt $ 264,000 $ 287,795 $ 293,058 Rancho Mirage - Professional Svcs $ 438,220 $ 424,251 $ 387,625 San Jacinto - Data Mgmt $ 252,000 $ 291,330 $ 379,096
San Jacinto - Professional Svcs $ 416,919 $ 473,871 $ 387,625 Santa Barbara - Data Mgmt $ 552,000 $ 637,808 $ 622,296 Santa Barbara - Professional Svcs $ 453,724 $ 422,190 $ 387,625 Total Professional Services Expenditures $ 7,413,859 $ 7,977,223 $ 7,938,530 Net Results of Professional Services Transactions $ - $ - $ -