California Choice Energy Authority (CalChoice) Board of Directors
May 20, 2025

OPERATING EXPENDITURES
CPUC workshops/Seminars/Travel $ 30,000 $ 20,000 $ 30,000 $ - 0% Promotion & Advertising (Marketing) $ 163,660 $ 157,751 $ 195,160 $ 31,500 19% CalCCA Annual Seminar Sponsorship $ - $ - $ -
Semi-Annual Associate Member Meeting $ 25,000 $ 59,411 $ 60,000 $ - Other Marketing $ 5,000 $ - $ -
Website Updates $ 5,000 $ 10,000 $ -
Other Sponsorships $ 3,500 $ - $ -
Tripepi Smith Contract $ 125,160 $ 125,160 $ -
Publications & Dues $ 2,750 $ 1,975 $ 522,025 $ 519,275 18883% CalCCA $ 1,000 $ 520,000 $ -
California Special Districts Assoc $ 1,750 $ 1,850 $ -
Other Memberships $ 175 $ -
Office Supplies $ - $ - $ - $ -
Insurance Expense $ 20,000 $ 14,273 $ 20,000 $ - 0%
Professional Services $ 1,055,600 $ 1,045,797 $ 1,192,600 $ 137,000 13% CalChoice Admin & Mgmt $ 950,000 $ 938,526 $ 1,081,500 $ - Lobbyist $ 79,000 $ 78,800 $ 79,000 $ -
Audit Services $ 25,000 $ 27,001 $ 30,000 $ -
GFOA $ 460 $ 500 $ -
Website $ 600 $ 588 $ 600 $ -
Grasshopper VOiP - Phone System $ 500 $ 422 $ 500 $ -
Bank Fees $ 500 $ - $ 500 $ -
Software & Support $ 9,870 $ 11,221 $ 11,450 $ 1,580 16% Bill.com $ 2,000 $ 1,980 $ 2,000 $ -
DocuSign $ 2,800 $ 2,760 $ 2,800 $ -
Dropbox $ 1,750 $ 2,744 $ 2,800 $ -
QuickBooks $ 2,400 $ 2,538 $ 2,600 $ -
Microsoft Office $ 850 $ 960 $ 1,000 $ -
Nord VPN $ 70 $ 240 $ 250 $ -
CalChoice Board Admin $ 50,000 $ - $ 50,000 $ -
Program Development $ 25,000 $ - $ 25,000 $ - 0%
Legal Services - General & Procurement $ 175,000 $ 120,079 $ 175,000 $ - 0% Legal Services - Regulatory $ 350,000 $ 311,457 $ 350,000 $ - 0% Administrative Overhead $ 144,285 $ 144,285 $ 144,285 $ - 0% Total Operating Expenditures $ 2,026,165 $ 1,826,838 $ 2,715,520 $ 689,355 34%