Clean Energy Alliance
Strategic Plan
FY 2024/25 – FY 2026/27
1 PURPOSE
To establish a strategic plan including guiding principles, and goals for Clean Energy Alliance through FY2026/27
2 Strategic Plan
PURPOSE
To establish a strategic plan including guiding principles and goals for Clean Energy Alliance through FY2026/27
3 OUTCOMES
• Gather background information on CEA’s goals based on foundational documents, Community Advisory Committee
input, and Board direction, and consolidate into core guiding principles.
• Formalize CEA’s Core Guiding Principles, Goals, and Mission Statement and determine Strategic Objectives.
• Establish a process for updating a Work Plan, incorporating into the budget, and regularly reporting on its progress.
Strategic
Planning
Timeline
Fall 2024
• Review JPA Agreement and foundational documents
December 2024
• Gather input from staff and strategic advisory partners January 2025
• Present first draft to Board for feedback
• Focus on Core Guiding Principles, Goals, , Mission, and Objectives
February 2025
• Gather additional input from CAC
• Update based on Board and CAC input
March 2025
• Present final draft of Strategic Plan reflecting input received to Board for consideration of adoption
May-June 2025
• Incorporate goals, objectives, and key performance
indicators (KPIs) into an updated Work Plan that
informs the budget
4 Strategic Plan Development
5 Foundation Strategic Objectives Core Guiding
Principles and Goals
Mission
Statement Work Plan
Strategic Plan Development
6 Foundation Strategic Objectives Core Guiding
Principles and Goals
Mission
Statement Work Plan
Review of Foundational Documents
to Determine Core Guiding Principles
• 6(b) … rates … that are competitive with those offered by …San Diego Gas & Electric (SDG&E), for similar products with a target generation rate at least 2 percent below
SDG&E’s based product generation rate;
• 6(c) … achieving – and sustaining – the Climate Action Plan goals of the Parties;
• 6(d) …lower greenhouse gas (GHG) emission than
SDG&E, … achievement of the Parties’ greenhouse gas
reduction goals and renewable electricity goals;
• 6(e) … energy portfolio that incorporates energy
efficiency and demand response programs;
7 Foundation
Review of Foundational Documents
to Determine Core Guiding Principles
• Section 6.4 Renewable Portfolio Standards.
“...achieve – and sustain – a renewable energy
portfolio with 100 percent renewable energy … by no
later than 2035…
• Section 6.5 Power Supply Requirements “...
power supply base product will be greater than or
equal to 50% qualified renewable sources…. In no
event … a lesser amount of renewable resources
than the base product provided by SDG&E to its
customers.”
• Section 7.6 Discretionary Revenues … establish
policies concerning the expenditure of discretionary
revenues…
8 Foundation
Review of Current Activities
● Completing CEA’s Phase 4 expansion and
establishing fiscal sustainability
● Implementing Board-approved programs to benefit
customers
● Pursuing long-term renewable energy contracts to
meet JPA goals and regulatory obligations
● Participating in regional efforts to provide energy
efficiency programs to all customers
● Actively engaging in regulatory proceedings and
legislative policy initiatives on behalf of our
customers
9 Foundation
Strategic Plan Development
10 Foundation Strategic Objectives Core Guiding
Principles and Goals
Mission
Statement Work Plan
Core
Guiding
Principles
and Goals
1. Promote Use & Development of Clean Energy
– reduce GHG emissions by providing 100% renewable energy as the default product for all CEA customers by 2035.
2. Build & Maintain Financial Sustainability
– achieve financial sustainability and build reserves.
3. Provide Beneficial Customer Programs
– offer a variety of programs that serve the needs of our customers, promote affordability, and further reduce GHG emissions.
4. Actively Engage in Customer Advocacy
– engage and advocate for CEA and its customers in
regulatory and legislative matters.
5. Provide Exceptional Customer Service
& Community Engagement
– provide highly responsive and helpful customer service and opportunities for our staff to engage with our customers.
6. Promote Organizational Development
– create an organization that fosters employee creativity and engagement in meeting CEA’s goals, recognizes employee
achievements and supports employee development and
growth.
11 Core Guiding
Principles and Goals
Strategic Plan Development
12 Foundation Strategic Objectives Core Guiding
Principles and Goals
Mission
Statement Work Plan
Mission Statement
Key Questions to Consider
• What do we do?
• What are we good at?
• Who are our customers?
• What is our value-add
for customers?
• What makes us unique?
13 Mission
Statement
“Clean Energy Alliance (CEA), is committed to empowering communities by providing accessible, sustainable, and cost-effective energy choices and programs, enabling individuals and businesses to actively participate in shaping a cleaner, greener energy future.” OR
“To empower communities with the choice of sustainable and affordable energy, fostering local economic growth, environmental responsibility, and community well-being.”
Mission Statement
Mission
Statement
14 Strategic Plan Development
15 Foundation Strategic Objectives Core Guiding
Principles and Goals
Mission
Statement Work Plan
1. Promote Use &
Development of Clean Energy
• Achieve 100% renewable energy by 2035
• Highlight customers that have opted up to CEA’s
100% renewable energy Green Impact product
• Support customer access to grant-funded and/or
ratepayer-funded energy efficiency programs
• Pursue local generation projects
Strategic Objectives
16 2. Build & Maintain
Financial Stability
• Achieve sufficient financial reserves
to support rate stability
• Achieve an investment-grade credit rating
• Analyze and adjust the rate premiums for the Clean
Impact Plus and Green Impact energy products to
ensure appropriate cost recovery
• Offer competitive rates while maintaining financial
stability
• Reduce costs by reducing peak load through energy
demand management programs
Strategic Objectives
17 3. Provide Beneficial
Customer Programs
• Provide all customers with access to programs that
reduce energy use and address high electric bills
• Provide access to solar and battery storage to all
segments of the community
• Expand access to solar and battery systems at
significantly reduced costs to low-income customers
• Encourage participation in State funded income-based
assistance programs
• Identify and design energy programs for government
• Collaborate to expand programs offered to CEA
customers
Strategic Objectives
18 • Maintain participation in legislative and regulatory proceedings
• Actively advocate for CEA and its customers in issues such as affordability, renewable energy procurement,
and local control
• Monitor and advocate for fair and reasonable charges
• Engage with local elected officials to communicate
benefits CEA provides its customers and influence
legislative decisions
Strategic Objectives
19 4. Actively Engage
in Customer Advocacy
• Increase CEA’s presence in the communities served
• Promote CEA as the preferred
customer-focused renewable energy service
provider in North San Diego County
• Engage with CEA customers to provide information
about CEA’s programs, services and benefits
• Develop a comprehensive customer communications
strategy to reach CEA’s diverse communities.
Strategic Objectives
20 5. Provide Exceptional
Customer Service &
Community Engagement
• Expand upon key operational processes and procedures such as key workflows, performance evaluations, and recruitment and onboarding • Support employee development
• Encourage employee participation in professional education opportunities Strategic Objectives
6. Promote Organizational Development
21 Next Steps
22 1. Finalize a Work Plan for FY25-27 that includes goals, objectives, and key performance indicators.
2. Develop a budget and staffing plan to present to the Board for consideration.
Foundation Strategic Objectives Core Guiding
Principles and Goals
Mission
Statement Work Plan
Board Feedback/Input
23