Clean Energy Alliance Board of Directors
May 29, 2025

AGENDA
City of Carlsbad | City of Del Mar | City of Escondido | City of Oceanside | City of San Marcos | City of Solana Beach | City of Vista Board of Directors Regular Meeting Agenda
May 29, 2025, 2:00 p.m.

City of Oceanside, Council Chamber
300 North Coast Hwy, Oceanside CA 92054
Members of the public can observe the livestream of the meeting via Zoom by clicking:
https://us06web.zoom.us/j/81376410530
or telephonically by dialing:
(253) 215-8782
Meeting ID: 813 7641 0530
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 prior to and during the meeting via email to:
[email protected]. All written comments will be posted online and become part of the meeting record. To ensure announcement of receipt of your written comments during the meeting, please submit all written comments by 12:00 p.m. prior to the commencement of the meeting. 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, please fill out a speaker card and submit it to the Board Secretary. 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.

CALL TO ORDER

ROLL CALL

FLAG SALUTE

BOARD COMMENTS & ANNOUNCEMENTS

PUBLIC COMMENT

APPROVAL OF MINUTES
Minutes of the Regular Meeting held April 24, 2025
Consent Calendar
AGENDA
2 Clean Energy Alliance Board Meeting Agenda
May 29, 2025
Item 1: Clean Energy Alliance Treasurer’s Report for March 2025 RECOMMENDATION:

Receive and file the Clean Energy Alliance Treasurer’s Report for March 2025.

Item 2: Community Needs Survey
RECOMMENDATION:

Receive and File the Community Survey Results prepared by True North Research, Inc.

Item 3: Ratifying Amendments to Professional Services Agreement (PSA) with BrenTech RECOMMENDATION:

Adopt Resolution No. 2025-020 ratifying Amendment No. 1 and approving and authorizing execution of Amendment No. 2 to the Professional Services Agreement (PSA) with BrenTech, Inc. for Information and Technology (IT) services.

Item 4: Amendment No. 1 to the Power Purchase Agreement with Deer Creek Solar I, LL RECOMMENDATION:

Adopt Resolution No. 2025-021 approving and authorizing the Chief Executive Officer to execute Amendment No. 1 to Clean Energy Alliance’s (CEA’s) Renewable Power Purchase Agreement (PPA) with Deer Creek Solar I, LLC.

Reports
Item 5: Clean Energy Alliance Chief Executive Officer Operational Report Public Hearing
Item 6: Battery Bonus Program Agreements
RECOMMENDATION:

Hold the Public Hearing and Adopt Resolution No. 2025 – 022 approving the Battery Bonus, battery only Professional Services Agreements with Participate.Energy and authorizing the Chief Executive Officer to execute all documents subject to General and Special Counsel approval.

New Business
Item 7: Regulatory Update
RECOMMENDATION:

AGENDA
3 Clean Energy Alliance Board Meeting Agenda
May 29, 2025
Receive the Regulatory update from Keyes and Fox.

Item 8: Review Proposed Clean Energy Alliance Fiscal Year 2025/2026 Budget and Schedule Budget Adoption for June 26, 2025
RECOMMENDATION:

Review proposed Clean Energy Alliance (CEA) Fiscal Year (FY) 2025/2026 Budget, provide direction on any additions/changes and schedule Budget Adoption for June 26, 2025.

BOARD MEMBER REQUESTS FOR FUTURE AGENDA ITEMS
NEXT MEETING: Regular Board Meeting June 26, 2025, City of Oceanside, 300 North Coast Highway, Oceanside, CA 92054
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.

Board of Directors Regular Meeting Agenda
April 24, 2025, 2:00 p.m.

City of Oceanside, Council Chamber
300 North Coast Hwy, Oceanside CA 92054
CALL TO ORDER: Chair Melendez called to order the Regular Meeting of the Clean Energy Alliance at 2:00 p.m.

ROLL CALL: Board Members: Becker, Bhat-Patel, Melendez, Spelich.

Alternate Board Member: Sanella.

Board Member Figueroa and Alternate Board Member Sanchez: Absent.

FLAG SALUTE: Chair Melendez led the flag salute.

BOARD COMMENTS & ANNOUNCEMENTS: None.

PUBLIC COMMENT: John Mosher shared that he has submitted a request to staff regarding information about a mobile home park in San Marcos and their selected electricity generation provider.

APPROVAL OF MINUTES:

Minutes of the Special Meeting held March 27, 2025
Minutes of the Regular Meeting held March 27, 2025
Motion by Board Member Becker, seconded by Board Member Bhat-Patel to approve the minutes as presented. Motion carried, 5/1/1 (Sannella – Abstain) (Figueroa/Sanchez – Absent).

Consent Calendar
Item 1: Clean Energy Alliance Treasurer’s Report for February 2025 RECOMMENDATION:

Receive and file the Clean Energy Alliance Treasurer’s Report for February 2025.

Item 2: Community Advisory Committee Appointments
RECOMMENDATION:

Adopt Resolution No. 2025-015 appointing two members to the Community Advisory Committee for the cities of Escondido and San Marcos.

Item 3: Legislative Lobbyist Support Services
RECOMMENDATION:

Adopt Resolution 2025-016 awarding of a Professional Services Agreement (PSA) to Summit Advocacy, LLC for Legislative Lobbyist Support Services for One Year with Up to Three Optional One Year Extensions and Authorize the CEO to Execute the PSA in an Amount not to exceed $95,000 per year.

Item 4: JP Morgan Line of Credit Amendment
RECOMMENDATION:

Adopt Resolution No. 2025-017 approving and authorizing an amendment to the Revolving Credit Agreement with JPMorgan to extend the term of the existing $40 million Line of Credit by three years through February 2029, to Increase the Additional Amount available from $10,000,000 to $20,000,000 if certain conditions are met, and to authorize the Chief Executive Officer to execute all documents, subject to Financial Counsel and General Counsel approval.

Motion by Board Member Becker, seconded by Vice Chair Garcia to approve the Consent Calendar. Motion carried, 6/0/1 (Figueroa/Sanchez – Absent).

Reports
Item 5: Clean Energy Alliance Chief Executive Officer Operational Report CEO Greg Wade presented the presentation and provided information on enrollment statistics, community events and CEA programs.

Timothy McLarney from True North Research also presented a report on the results of the Customer Opinion Survey.

CEO Wade and Timothy McLarney answered questions from the Board.

CEA Board received report.

New Business
Item 6: Regulatory Update
RECOMMENDATION:

Receive the Regulatory update from Keyes and Fox.

Keyes and Fox Partner Jake Schlesinger provided the update and answered questions from the Board.

CEA Board received report.

Item 7: CEA Strategic Plan, Work Plan and Preliminary Budget Discussion RECOMMENDATION:

Adopt Resolution No. 2025-018 and provide feedback and approve the FY 2025/26 – 2026/27 Clean Energy Alliance Strategic Plan and provide additional feedback and input on the Clean Energy Alliance FY 2025/26 Work Plan and budget.

CEO Greg Wade introduced the item, presented the report and answered questions from the Board.

Motion by Chair Melendez, seconded by Board Member Becker, to adopt Resolution No. 2025-018. Motion carried, 6/0/1 (Figueroa/Sanchez – Absent).

Item 8: Rate Design/Premium Discussion

RECOMMENDATION:

Review the current rate design and product premiums and provide feedback.

CEO Greg Wade introduced the item. Pacific Energy Advisors Kirby Dusel presented the report and answered questions from the Board.

CEA Board received report. Motion by Vice Chair Garcia, seconded by Board Member Becker directing staff to bring this rate design structure back at a future meeting for adoption through a rate setting public hearing. Motion carried, 6/0/1 (Figueroa/Sanchez – Absent).

Item 9: Amendment No. 3 to CEO Contract
RECOMMENDATION:

Adopt Resolution No. 2025-019 approving the Third Amendment to the Chief Executive Officer’s Employment Agreement in substantial form as Attachment B or as presented at the meeting, with non-substantive revisions approved by the Chair and reviewed and approved as to form by General Counsel.

Board Member Becker provided background information on the item and shared that the Board had a subcommittee to perform the CEO performance evaluation, consisting of Board Members Becker, Bhat-Patel, and Vice Chair Garcia.

Motion by Chair Melendez,seconded by Vice Chair Garcia to adopt Resolution No. 2025-019. Motion carried, 6/0/1 (Figueroa/Sanchez – Absent).

NEXT MEETING: Regular Board Meeting May 29, 2025, City of Oceanside, 300 North Coast Highway, Oceanside, CA 92054
BOARD MEMBER REQUESTS FOR FUTURE AGENDA ITEMS: None.

ADJOURN: Chair Melendez adjourned the meeting at 4:14 p.m. _______________________________________
Kaylin McCauley
Clerk to the Board/Executive Assistant
Staff Report
DATE: May 29, 2025
TO: Clean Energy Alliance Board of Directors
FROM: Andy Stern, Interim Chief Financial Officer/Treasurer ITEM 1: Clean Energy Alliance Treasurer’s Report
RECOMMENDATION:

Receive and File Clean Energy Alliance (CEA) Interim Treasurer’s Report for March 2025.

BACKGROUND AND DISCUSSION:

This report provides the Board with the following financial information through March 31, 2025:
• Statement of Financial Position (Unaudited and preliminary) – Reports assets, liabilities, and financial position of the CEA as of March 31, 2025.
• Statement of Revenues, Expenses and Changes in Net Position (Unaudited and preliminary) for the twelve months ended March 31, 2025.
• Budget to Actuals Comparison Schedule (Unaudited and preliminary) – Reports actual revenues and expenditures compared to the annual amended budget as of March 31, 2025. • List of Payments Issued – Reports payments issued for March 2025.

As of March 31, 2025, liabilities represent invoices and estimated accruals for energy and services received but not yet paid.

Submitted for Board consideration:
___________________________________
Gregory Wade
Chief Executive Officer
May 29, 2025
CEA Treasurer’s Report

ASSETS
Current assets
Cash and cash equivalents $ 18,405,099
Accounts receivable, net of allowance 30,861,666
Accrued revenue 12,598,292
Other receivables 214,362
Prepaid expenses 6,787,899
Total current assets 68,867,318
Noncurrent assets
Deposits 4,036,276
Total noncurrent assets 4,036,276
Total assets 72,903,594

LIABILITIES
Current liabilities
Accrued cost of electricity 42,289,365
Accounts payable 1,060,106
Other accrued liabilities 329,209
Security deposits - energy suppliers 500,000
Interest and financing cost payable 21,263
Total current liabilities 44,199,943
Noncurrent liabilities
Security deposits - energy suppliers 6,496,150
Revolving line of credit 6,000,000
Total noncurrent liabilities 12,496,150
Total liabilities 56,696,093

NET POSITION
Unrestricted $ 16,207,501

CLEAN ENERGY ALLIANCE

STATEMENT OF NET POSITION
As of March 31, 2025
May 29, 2025
CEA Treasurer’s Report

OPERATING REVENUES
Electricity sales, net $ 273,668,520

OPERATING EXPENSES
Cost of electricity 232,762,908
Contract services 4,979,963
Staff compensation 1,163,930
Other operating expenses 686,070
Total operating expenses 239,592,871
Operating income (loss) 34,075,649

NONOPERATING REVENUES (EXPENSES)
Investment income 220,390
Interest expense (1,123,704)
Nonoperating revenues (expenses), net (903,314)
CHANGE IN NET POSITION 33,172,335
Net position at beginning of year (16,964,834)
Net position at end of period $ 16,207,501
These financial statements do not contain note disclosures, have not been subjected to an audit or review or compilation engagement, and no assurance is provided on them.

CLEAN ENERGY ALLIANCE

STATEMENT OF REVENUES, EXPENSES

AND CHANGES IN NET POSITION
Nine Months Ended March 31, 2025
May 29, 2025
CEA Treasurer’s Report

BUDGET TO ACTUALS COMPARISON SCHEDULE
At its June 2024, board meeting, the CEA Board approved the Fiscal Year (FY) 2024/25 budget approving $326,469,000 in total operating expenses. For the year-to-date, $240,717,000 of operating expenses have been expended. Revenuesfrom electricity salesfor the year-to-date reached $273,669,000. Nonoperating activity was a net expense of $903,000. The overall change in net position for the year-to-date was an increase of $33,172,000.

The Budget to Actuals Comparison Schedules as of March 31, 2025, is shown below.

Actual Budget Amount %
Operating Revenues $273,668,520 $275,766,757 $ (2,098,237) -1% 360,839,549 87,171,029 24% Operating Expenses
Cost of Energy 232,762,908 242,042,708 9,279,800 4% 317,090,165 84,327,257 27% Other Operating Expenses 6,829,963 6,819,041 (10,922) 0% 9,378,650 2,548,687 27% Total Operating Expenses 239,592,871 248,861,750 9,268,879 4% 326,468,815 86,875,944 27% Operating Income (Loss) 34,075,649 26,905,007 7,170,642 27% 34,370,733 295,084 Nonoperating Income/(Expense)
Interest Income 220,390 103,471 116,919 113% 148,585 (71,805) -48% Interest Expense (1,123,704) (881,552) (242,152) -27% (1,211,969) (88,265) 7% Total Nonoperating Income/(Expense) (903,314) (778,081) (125,233) -16% (1,063,383) (160,069) 15% Change in Net Position $ 33,172,335 $ 26,126,926 $ 7,045,409 $ 33,307,350 $ 135,015 These financial statements do not contain note disclosures, have not been subjected to an audit or review or compilation engagement, and no assurance is provided on them.

Annual

CLEAN ENERGY ALLIANCE

BUDGETARY COMPARISON SCHEDULE
Nine Months Ended March 31, 2025
Year-To-Date
Variance fav. (unfav.) Budget Less
Actual YTD
Budget
Remaining /
Budget %
Annual
Budget
May 29, 2025
CEA Treasurer’s Report

LIST OF PAYMENTS ISSUED
The report on the following page provides the details of payments issued by CEA for the month. All payments were within approved budget.

Date Type Vendor Description Amount
03/18/2025 ACH/CHECK AVANTI EXECUTIVE SUITES April 2025 -Rent 1,594.70 03/19/2025 ACH/CHECK BRAUN BLAISING SMITH WYNNE January 2025 - Professional Services - General Matters and Joint 1,400.00 03/06/2025 ACH/CHECK BRENTECH INCORPORATED 1 32GB DDR4 SODIMM for laptop 106.67 03/17/2025 ACH/CHECK BRENTECH INCORPORATED Sales Tax 25 Annual Support Agreement Retainer 3,500.00 03/12/2025 ACH/CHECK BURKE, WILLIAMS & SORENSEN, LLP January 2025 - Legal services COUNSEL FEES FOR 17,987.16 03/20/2025 Wire CALPINE ENERGY SERVICES L.P. March 2025 - CAP 40,000.00 03/04/2025 ACH/CHECK CALPINE ENERGY SOLUTIONS January 2025 Services 286,348.60 03/25/2025 Wire CITY OF VERNON FEBRUARY 2025 RA 90,000.00 03/20/2025 Wire DYNASTY POWER Net balance due for period of February 2025 350,000.00 03/20/2025 Wire EDF TRADING NORTH AMERICA February 2025 - Capacity Purchase - 75 MW 588,750.00 03/07/2025 ACH/CHECK EMPOWER (401a) Employee Retirement - 03/05/2025 6,460.43 03/21/2025 ACH/CHECK EMPOWER (401a) Employee Retirement - 03/20/2025 6,460.43 03/07/2025 ACH/CHECK EMPOWER (457b) Employee Retirement -03/05/2025 4,051.68 03/21/2025 ACH/CHECK EMPOWER (457b) Employee Retirement -03/20/2025 4,051.68 03/20/2025 Wire ES 1A Group 2 Opco, LLC Resource Adequacy February 25 108,360.00 03/06/2025 ACH/CHECK Evolution Affairs, LLC February 2025 - Professional Service 1,856.25 03/28/2025 ACH/CHECK FABICK, EMILY Expense reimbursement - Jan 27, 2025 to Mar 18, 2025 1,582.76 03/06/2025 ACH/CHECK Granicus, LLC March 2025 - 2026 - DisclosureDocs Subscription & Hosting and 547.74 03/25/2025 ACH/CHECK Hall Energy Law PC Fees for Professional Services Rendered Through 01/31/2025 9,490.00 03/26/2025 ACH/CHECK KARBONE INC. Brokerage of Resource Adequacy # 28,800.00 03/25/2025 ACH/CHECK Keyes & Fox LLP February 2025- Professional Services 25,897.25 03/24/2025 Wire LEAPFROG POWER, INC. March 2025 RA 17,176.00 03/20/2025 ACH/CHECK Maher Accountancy Mar-25 10,500.00 03/20/2025 ACH/CHECK MOONLIGHT CULTURAL FOUNDATION 2025 Moonlight Season Partner Sponsorship 4,000.00 03/17/2025 ACH/CHECK NewGen Strategies & Solutions February 2025 -Project: CEA SDG&E ERRA REGULATORY 1,638.75 03/06/2025 ACH/CHECK Neyenesch Printers Printing Services 1,016.67 03/17/2025 ACH/CHECK Neyenesch Printers Printing Services 620.82 03/20/2025 ACH/CHECK Neyenesch Printers Printing Services 1,254.61 03/20/2025 Wire Orange County Power Authority February 2025 - System Flex -RA SWAP 1,000,000.00 03/20/2025 Wire Orange County Power Authority November 2024 - System Flex -RA SWAP 263,500.00 03/27/2025 ACH/CHECK Pacific Energy Advisors, Inc March 2025 - Technical Consulting Advisors 40,170.00 03/10/2025 Wire Pacific Gas & Electric Jan 2025 - RECs 400,000.01 03/03/2025 Wire PARTICIPATE ENERGY FUND LLC Feb 2025 PPA Reporting - Period 01042025 02032025 - 1,613.81 May 29, 2025
CEA Treasurer’s Report

03/20/2025 ACH/CHECK PECKHAM, DANIEL Dan Peckham - Feb 25, 2025 to Mar 12, 2025 1,272.11 03/17/2025 ACH/CHECK PILLSBURY WINTHROP SHAW For Professional Services Rendered and Disbursements Incurred 8,231.50 03/25/2025 Wire Powerex Transactions for the Period of April 2025 PCC1 installment 4 of 12 61,687.50 03/17/2025 ACH/CHECK REGEHR, OLIVIA Expense Report - Feb 6, 2025 to Feb 27, 2025 104.23 03/25/2025 Wire Resi Station LLC Proxy Demand Response CEA Feb2025 1,530.00 03/03/2025 Wire SDG&E (Procurement) 5/25 CEA RA Sales MCAM 567,351.20 03/20/2025 Wire SDG&E (Procurement) Feb 2025 - PCIA VA revenues 3,751,712.12 03/17/2025 ACH/CHECK SDRMA Coverage Month: April 2025 11,257.51 03/20/2025 Wire SEMPRA February 2025 - Capacity Purchases 912,500.00 03/18/2025 ACH/CHECK State Compensation Insurance Fund Monthly - Worker’s Comp AUTOPAY 564.42 03/11/2025 ACH/CHECK State Compensation Insurance Fund Monthly - Worker’s Comp AUTOPAY 1,139.63 03/11/2025 ACH/CHECK State Compensation Insurance Fund Monthly - Worker’s Comp AUTOPAY 149.73 03/05/2025 ACH/CHECK STERN, ANDREW For the period from February 1, 2025 through February 28, 2025 13,469.85 03/06/2025 ACH/CHECK The Bayshore Consulting Group, Inc February 2025 - CCA Operations Consulting 5,600.00 03/03/2025 Wire THE ENERGY AUTHORITY February 2025 - CAISO Weekly Statement of Activity - 19,965.30 03/03/2025 Wire THE ENERGY AUTHORITY (ENERGY February 2025 - CAISO Weekly Statement of Activity 85,563.50 03/10/2025 Wire THE ENERGY AUTHORITY (ENERGY February 2025 - CAISO Weekly Statement of Activity 54,731.64 03/17/2025 Wire THE ENERGY AUTHORITY (ENERGY February 2025 - CAISO Weekly Statement of Activity 377,922.69 03/24/2025 Wire THE ENERGY AUTHORITY (ENERGY February 2025 - CAISO Weekly Statement of Activity 426,924.32 03/31/2025 Wire THE ENERGY AUTHORITY (ENERGY March 2025 - CAISO Weekly Statement of Activity 760,726.79 03/28/2025 ACH/CHECK THE ENERGY AUTHORITY (SERVICES February 2025 - Resource Management Monthly Fees 20,715.08 03/13/2025 ACH/CHECK Tripepi, Smith & Associates, Inc. February 2025 - Communications and Marketing Service 14,173.10 03/27/2025 ACH/CHECK Tripepi, Smith & Associates, Inc. February 2025 - Communications and Febketing Service 4,934.76 03/11/2025 ACH/CHECK USPS First-Class Mail and First-Class Package Service 1,885.28 03/25/2025 ACH/CHECK USPS First-Class Mail and First-Class Package Service 588.58 03/05/2025 ACH/CHECK WADE, GREG January 2025 - Expense Reimbursement 75.78 03/20/2025 Wire WESTERN POWER & STEAM II, LLC Mar 2025 RA 100,000.00 03/05/2025 ACH/CHECK Z|NEMS NEM Cash Out 105,977.05
Total for Operating Account 10,629,489.69
03/24/2025 Lockbox MORGAN STANLEY CAPITAL GROUP, February 2025 - Electricity 6,364,957.76 03/24/2025 Lockbox NRG (Formerly DIRECT ENERGY) January 2025 - Energy Purchase 3,666,594.31 03/24/2025 Lockbox Shell Oil North America January 2025- Energy Purchases 4,141,724.97 03/24/2025 Lockbox Tecolote Wind LLC February 2025 - Resource Adequacy Benefits 132,600.00 Total for Lockbox Account 14,305,877.04
Staff Report
DATE: May 29, 2025
TO: Clean Energy Alliance Board of Directors
FROM: Gregory Wade, Chief Executive Officer
ITEM 2: Community Survey Results Report
RECOMMENDATION:

Receive and File the Community Survey Results conducted and prepared by True North Research, Inc. (True North).

BACKGROUND:

Clean Energy Alliance (CEA) staff has been working to develop an Energy Programs Plan (Plan), which will outline the strategies and actions CEA staff will employ to implement future customer programs. The objective of the Plan is to develop an actionable framework for CEA to promote clean energy adoption, develop targeted customer programs, and increase awareness of programs among our customers. To develop the Plan, staff have taken a multi-pronged approach to understand the needs of CEA’s customers, identify programs or funding, and develop a business case analysis.

As part of the baseline data analysis, staff have reviewed census data and customer data to create high-level summaries of CEA’s service territory. To further understand customers’ energy needs, CEA worked with True North to deploy a community needs survey. The survey was deployed in English and Spanish, included 3 methods of recruiting (email, text, phone), and was approximately 15 minutes in length. The survey results represent a 95% confidence level margin of error and meet academic standards for statistical reliability. True North presented a summary of the survey results at the April 24, 2024 Board meeting.

DISCUSSION:

The survey was designed to provide CEA with a reliable understanding of customer’s awareness, opinions, priorities, and behaviors related to energy issues, initiatives and programs. Below are the key findings of the summary.
• CEA customers are sensitive to issues of cost and affordability. This could partially be a reflection of the current economic climate and uncertainty related to tariffs. • The most important energy-related issues for customers are reducing their home’s/business’s energy costs, followed by having cleaner air to breathe in their home/building, and avoiding power outages at their home/business.
• Customers are generally supportive of most initiatives that can be taken to produce cleaner, greener energy and improve the reliability of North County’s energy supply. They tend to prioritize May 29, 2025
Community Survey Results Report

initiatives that provide broad benefits as opposed to those that have more targeted benefits or involve new regulations/requirements.
o At the other end of the spectrum, customers were less inclined to prioritize requiring all new construction to be all-electric, increasing the number of public access charging stations for electric vehicles, increasing the number of electric vehicles to reduce emissions, and improving access to technical experts to advice on energy saving programs in the home/business.
• Most CEA customers have made modest energy-related improvements to their homes/businesses, with the most common being the use of energy efficient lighting and weatherization improvements such as improved insulation, windows, and/or roofs. • Energy-related programs that have broad application find the most interest among customers, especially rebates or incentives to install energy efficient lighting, appliances, and equipment, discounted rates for energy used during off-peak times, free energy audits, and incentives to install solar and battery storage.
o At the other end of the spectrum, programs garnered less interest include discounted rates for those who have medical equipment in their home, rebates and incentives to install electric vehicle charging equipment, and discounted rates for low-income households.
• The vast majority of survey respondents were aware of their status as a CEA customer prior to taking the survey. When asked to rate various ways CEA could communicate with them, customers identified email, the CEA website, direct mail, electronic newsletters, and utility bill inserts as the most effective methods.

A detailed report of the survey results is included as Attachment A.

FISCAL IMPACT:

There is no impact by this action.

Submitted for Board consideration:
___________________________________
Gregory Wade
Chief Executive Officer
ATTACHMENTS:

A. Customer Needs Survey Summart Report
Attachment A

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Table of Contents
Clean Energy Alliance True North Research, Inc. © 2025 i . . . . . . . . . . . . . . . .

T ABLE OF C ONTENTS
Table of Contents. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . i List of Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii List of Figures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Motivation for Research . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Overview of Methodology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Organization of Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Acknowledgements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Disclaimer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 About True North . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Key Findings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Importance of Issues/Initiatives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Most Important Issue or Challenge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Question 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Ranking of Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Question 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Importance of Energy Issues & Objectives. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Question 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Priority Energy Initiatives & Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Question 4 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Question 5 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Energy Improvements & Programs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Energy Improvements at Home/Business . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Question 6 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 How Informed do You Feel? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Question 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Awareness of Specific Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Question 9 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Interest in Programs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Question 10 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Reasons for Not Participating in Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Question 11 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Community Solar Panels & EV Charging Stations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Question 12 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Question 13 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Communication. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Primary Information Source for Local Events & Programs . . . . . . . . . . . . . . . . . . . . . . . . . 30 Question 14 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Effective Communication Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Question 15 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Clean Energy Alliance Customer Awareness . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Question 16 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Suggestions on how CEA Can Better Serve . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Question 17 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Background & Demographics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Methodology . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Questionnaire Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Programming, Pre-Test & Translation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Sample, Recruiting & Data Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Margin of Error Due to Sampling . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Data Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Rounding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Table of Contents
Clean Energy Alliance True North Research, Inc. © 2025 ii . . . . . . . . . . . . . . . .

Questionnaire & Toplines. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 List of Tables
Clean Energy Alliance True North Research, Inc. © 2025 iii . . . . . . . . . . . . . . . .

L IST OF T ABLES
Table 1 Issues of Concern by Age (Showing % Very Concerned) . . . . . . . . . . . . . . . . . . . . . . 8 Table 2 Issues of Concern by Customer City (Showing % Very Concerned) . . . . . . . . . . . . . . 8 Table 3 Issues of Concern by Home Type & Ownership Status (Showing % Very Concerned) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Table 4 Issues of Concern by Household Income (Showing % Very Concerned). . . . . . . . . . . 8 Table 5 Issues of Concern by Ethnicity & Customer Type (Showing % Very Concerned). . . . . 9 Table 6 Issues of Concern by Gender, CARE Customer in Database & Rooftop Solar Customer in Database (Showing % Very Concerned) . . . . . . . . . . . . . . . . . . . . . . . . 9 Table 7 Importance of Energy Issues by Age (Showing % Extremely & Very Important) . . . . 10 Table 8 Importance of Energy Issues by Customer City (Showing % Extremely & Very Important) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Table 9 Importance of Energy Issues by Home Type & Ownership Status (Showing % Extremely & Very Important) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Table 10 Importance of Energy Issues by Household Income (Showing % Extremely & Very Important). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Table 11 Importance of Energy Issues by Ethnicity & Customer Type (Showing % Extremely & Very Important) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Table 12 Importance of Energy Issues by Gender, CARE Customer in Database & Rooftop Solar Customer in Database (Showing % Extremely & Very Important) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Table 13 Priority Energy Actions by Age (Showing % High or Medium Priority) . . . . . . . . . . . 13 Table 14 Priority Energy Actions by Customer City (Showing % High or Medium Priority). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Table 15 Priority Energy Actions by Home Type & Ownership Status (Showing % High or Medium Priority) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Table 16 Priority Energy Actions by Household Income (Showing % High or Medium Priority). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Table 17 Priority Energy Actions by Ethnicity & Customer Type (Showing % High or Medium Priority) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Table 18 Priority Energy Actions by Gender, CARE Customer in Database & Rooftop Solar
Customer in Database (Showing % High or Medium Priority) . . . . . . . . . . . . . . . . . 16 Table 19 Energy Improvements at Home/Business by Age (Showing % Yes) . . . . . . . . . . . . . 18 Table 20 Energy Improvements at Home/Business by Customer City Showing % Yes). . . . . . 18 Table 21 Energy Improvements at Home/Business by Home Type & Ownership Status (Showing % Yes) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Table 22 Energy Improvements at Home/Business by Household Income Showing % Yes) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Table 23 Energy Improvements at Home/Business by Ethnicity & Customer Type . . . . . . . . 19 Table 24 Energy Improvements at Home/Business by Gender, CARE Customer in Database & Rooftop Solar Customer in Database (Showing % Yes) . . . . . . . . . . . . . 19 Table 25 Awareness of Programs by Age (Showing % Aware) . . . . . . . . . . . . . . . . . . . . . . . . 23 Table 26 Awareness of Programs by Customer City (Showing % Aware) . . . . . . . . . . . . . . . . 23 Table 27 Awareness of Programs by Home Type & Ownership Status (Showing % Aware) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Table 28 Awareness of Programs by Household Income (Showing % Aware). . . . . . . . . . . . . 24 Table 29 Awareness of Programs by Ethnicity & Customer Type (Showing % Aware). . . . . . . 24 Table 30 Awareness of Programs by Gender, CARE Customer in Database & Rooftop Solar Customer in Database (Showing % Aware). . . . . . . . . . . . . . . . . . . . . . . . . . . 24 Table 31 Interest in Programs by Age (Showing % Very or Somewhat Interested) . . . . . . . . . 26 Table 32 Interest in Programs by Customer City (Showing % Very or Somewhat Interested . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 List of Tables
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . iv Table 33 Interest in Programs by Home Type & Ownership Status (Showing % Very or Somewhat Interested . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Table 34 Interest in Programs by Household Income (Showing % Very or Somewhat Interested . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Table 35 Interest in Programs by Ethnicity & Customer Type (Showing % Very or Somewhat Interested . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Table 36 Interest in Programs by Gender, CARE Customer in Database & Rooftop Solar Customer in Database (Showing % Very or Somewhat Interested . . . . . . . . . . . . . . 27 Table 37 Effectiveness of Communication Methods by Age (Showing % Very Effective). . . . . 33 Table 38 Effectiveness of Communication Methods by Customer City (Showing % Very Effective). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Table 39 Effectiveness of Communication Methods by Home Type & Ownership Status (Showing % Very Effective). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Table 40 Effectiveness of Communication Methods by Household Income (Showing % Very Effective). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Table 41 Effectiveness of Communication Methods by Ethnicity & Customer Type (Showing % Very Effective). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Table 42 Effectiveness of Communication Methods by Gender, CARE Customer in Database & Rooftop Solar Customer in Database (Showing % Very Effective) . . . . . 34 Table 43 Demographics of Sample . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 List of Figures
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . v

L IST OF F IGURES
Figure 1 Most Important Issue Facing Community . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Figure 2 Ranking Issues of Concern . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Figure 3 Importance of Energy Issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Figure 4 Priority Energy Actions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Figure 5 Other High Priority Energy-Related Projects or Programs . . . . . . . . . . . . . . . . . . . . 16 Figure 6 Energy Improvements at Home/Business. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Figure 7 How Informed About Energy-Related Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Figure 8 How Informed About Energy-Related Programs by Age, Home Type & Ownership Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20 Figure 9 How Informed About Energy-Related Programs by Customer City & Household Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Figure 10 How Informed About Energy-Related Programs by Ethnicity, Customer Type, Gender, CARE Customer in Database & Rooftop Solar Customer in Database. . . . . 21 Figure 11 Awareness of Programs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22 Figure 12 Interest in Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25 Figure 13 Reason, Obstacle for not Participating in Energy Program . . . . . . . . . . . . . . . . . . . 28 Figure 14 Solar Panels at Apartment/Mobile Home Community. . . . . . . . . . . . . . . . . . . . . . . 29 Figure 15 Electric Vehicle Chargers Available at Apartment/Mobile Home Community . . . . . 29 Figure 16 Primary Source of Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Figure 17 Primary Source of Information by Home Type & Age by Those Who Provided Opinion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30 Figure 18 Primary Source of Information How Informed About Energy Related Improvements & Customer City by Those Who Provided Opinion. . . . . . . . . . . . . . 31 Figure 19 Primary Source of Information Ethnicity & Household Income by Those Who Provided Opinion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Figure 20 Primary Source of Information by Ownership Status, Customer Type, CARE Customer in Database, Gender & Rooftop Solar Customer in Database Those Who Provided Opinion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Figure 21 Effectiveness of Communication Methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32 Figure 22 Awareness of Clean Energy Alliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Figure 23 Awareness of Clean Energy Alliance by Age & Home Type . . . . . . . . . . . . . . . . . . . 35 Figure 24 Awareness of Clean Energy Alliance by Clean Energy Alliance by Customer City, Customer Type & Gender . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Figure 25 Awareness of Clean Energy Alliance by Clean Energy Alliance by Ethnicity & Household Income . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Figure 26 Awareness of Clean Energy Alliance by Clean Energy Alliance by How Informed About Energy Related Improvements, CARE Customer in Database, Rooftop Solar Customer in Database & Ownership Status . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Figure 27 One Thing CEA Could do to Better Serve Customers . . . . . . . . . . . . . . . . . . . . . . . 37 Figure 28 Maximum Margin of Error . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Introduction
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 1

I NTRODUCTION
Clean Energy Alliance (CEA) is a Joint Powers Authority comprised of seven cities in north San Diego County—the cities of Carlsbad, Del Mar, Escondido, Oceanside, San Marcos, Solana Beach, and Vista. CEA follows a community choice aggregation (CCA) model that allows local govern-ments to purchase power to meet their community’s electricity needs, offering an alternative to investor-owned utilities. Although CEA is locally operated, it works in partnership with the region’s existing investor-owned utility (San Diego Gas & Electric - SDG&E). CEA purchases elec-tricity directly from energy suppliers, while SDG&E continues to deliver energy, maintain the grid, provide billing services, and handle all new service requests and emergencies.

By pooling energy demand across multiple cities, CEA is able to leverage more purchasing power and ensure a higher renewable content, thus providing local residents and businesses with cleaner energy. Locally controlled and supported by ratepayers with no taxpayer subsidies, CEA ensures that revenues are reinvested in local energy infrastructure and energy efficiency pro-grams for customers.

MOTIVATION FOR RESEARCH Fulfilling its mission to empower local residents and busi-nesses to participate in a cleaner, greener energy future requires that CEA have reliable informa-tion about customers’ energy-related perceptions, opinions, priorities, and behaviors. What are the major challenges and issues that CEA customers face? How do they prioritize among energy issues and initiatives? What energy improvements have they made and/or are interested in mak-ing to their residences or businesses? To what extent are customers aware of the energy pro-grams and solutions that are available, and which programs capture their interest? Answers to questions like these provide CEA with information that can be used to make sound, strategic decisions in a variety of areas—including performance management, planning, program develop-ment/evaluation, marketing, and customer engagement.

OVERVIEW OF METHODOLOGY A full description of the methodology used for this study is included later in this report (see Methodology on page 39). In brief, the survey was administered to a stratified random sample of 509 residential and commercial customers within CEA’s service area. The sample was balanced to proportionately represent the distribution of customers geographically across the seven member cities, as well as by account type (residential or commercial). The survey followed a mixed-method design that employed multiple recruiting methods (email, text, and phone) and multiple data collection methods (online and phone).

Administered in English and Spanish between April 9 and April 18, 2025, the average interview length was 16 minutes.

ORGANIZATION OF REPORT This report is designed to meet the needs of readers who prefer a summary of the findings as well as those who are interested in the details of the results.

For those who seek an overview of the findings, the section titled Key Findings is for you. It pro-vides a summary of the most important factual findings of the survey in a Question & Answer for-mat. For the interested reader, this section is followed by a more detailed question-by-question discussion of the results from the survey by topic area (see Table of Contents), as well as a description of the methodology employed for collecting and analyzing the data. And, for the truly ambitious reader, the questionnaire used for the interviews is contained at the back of this report, and a complete set of crosstabulations for the survey results is contained in Appendix A.

Introduction
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 2 ACKNOWLEDGEMENTS True North thanks Clean Energy Alliance for the opportunity to conduct the study and for contributing valuable input during the design stage of this study. The collective experience, insight, and local knowledge provided by CEA staff improved the overall quality of the research presented here.

DISCLAIMER The statements and conclusions in this report are those of the authors (Dr. Timothy McLarney and Richard Sarles) at True North Research, Inc. and not necessarily those of Clean Energy Alliance. Any errors and omissions are the responsibility of the authors.

ABOUT TRUE NORTH True North is a full-service survey research firm that is dedicated to providing public agencies with a clear understanding of the values, perceptions, priorities, and concerns of their residents and customers. Through designing and implementing scientific sur-veys, focus groups, and one-on-one interviews, as well as expert interpretation of the findings, True North helps its clients to move with confidence when making strategic decisions in a variety of areas—such as planning, policy evaluation, performance management, establishing fiscal pri-orities, passing revenue measures, and developing effective public information campaigns. Dur-ing their careers, Dr. McLarney (President) and Mr. Sarles (Principal Researcher) have designed and conducted over 1,500 survey research studies for public agencies—including more than 100 studies for public utilities in California.

Key Findings
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 3

K EY F INDINGS
As noted in the Introduction, this study was designed to provide CEA with a statistically reliable understanding of customers’ awareness, opinions, priorities, and behaviors with respect to energy-related issues, initiatives, and programs. Whereas subsequent sections of this report are devoted to conveying the detailed results of the survey, in this section we attempt to ‘see the for-est through the trees’ and note how the collective results of the survey answer some of the key questions that motivated the research.

What issues are most
importance to CEA cus-tomers?
CEA customers are sensitive to issues of cost and affordability. Although this could partially be a reflection of the current economic climate and uncertainty related to tariffs, it is clear that issues of cost and affordabil-ity factor prominently among customers’ concerns and motivations.

When asked in an open-ended manner to identify the most important issue or challenge facing their community today, customers were most apt to cite the high cost of living/affordability (20%), high cost of electric-ity (11%), government/political issues (9%), high utility rates in general (5%), housing availability/affordability (4%), and climate change/environ-mental issues (4%). Consistent with their open-ended responses, custom-ers ranked cost-related issues as the most concerning when offered a specific list of issues, including cost of living in general (91% very or somewhat concerned), cost of electricity (90%), and paying for essentials like food, gas, and electricity (82%). Addressing homelessness (75%), protecting the environment (75%), and traffic congestion (74%) were at least somewhat concerning to three-quarters of respondents, whereas two-thirds rated air pollution (70%), climate change (69%), and green-house gas emissions (66%) as very or somewhat concerning.

When their focus was narrowed to energy-related issues, reducing their home’s/business’s energy costs was rated as the most important energy issue (81% extremely or very important), followed by having cleaner air to breathe in their home/building (77%), avoiding power outages at their home/business (75%), and receiving a discount on their energy bill if they use less energy during peak periods (69%). Issues that didn’t tie directly back to a respondent’s home or business were rated as some-what less important, including generating more electricity locally through rooftop solar and other small installations (65%), addressing cli-mate change by reducing greenhouse gas emissions (64%), ensuring that low-income households and underserved populations have the same opportunities to transition to clean energy (63%), and creating good-pay-ing jobs in the energy sector (52%). For more on this topic see Impor-tance of Issues/Initiatives on page 6.

Key Findings
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 4 How do CEA customers
prioritize energy actions
and initiatives?
Although CEA customers are generally supportive of most actions and initiatives that can be taken to produce cleaner, greener energy and improve the reliability of North County’s energy supplies, they tend to prioritize initiatives that provide broad benefits as opposed to those that have more targeted benefits or involve new regulations/requirements.

Among the 13 actions tested, customers assigned the highest priority to upgrading the electric grid and infrastructure including undergrounding utility wires, expanding grid capacity, and replacing outdated equipment (86% high or medium priority), followed by improving the energy effi-ciency of buildings so they use less energy and have lower energy bills (83%), creating more back-up power systems that can operate during a power outage (80%), installing more small-scale renewable energy sys-tems like solar on home rooftops and parking lots (77%), and providing job training and certification programs to fill the need for skilled workers in the clean energy sector (76%).

At the other end of the spectrum, CEA customers were less inclined to prioritize requiring all new construction to be all-electric to improve indoor air quality (46%), increasing the number of public access charging stations for electric vehicles (52%), increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pol-lution (57%), and improving access to technical experts who can advise on energy saving projects in the home/for businesses (58%). For more on this topic see Priority Energy Initiatives & Actions on page 12.

To what extent have CEA
customers made energy
improvements to their
homes/businesses?
Most CEA customers have made modest energy-related improvements to their homes/businesses, with the most common being the use of energy efficient lighting (78%) and weatherization improvements such as improved insulation, windows, and/or roof (55%). Approximately four-in-ten customers also indicated their home/building has solar panels (44%) and a smart home energy/building management system that monitors and controls heating/air conditioning, lighting and appliances to opti-mize performance and reduce energy use (43%). All remaining improve-ments tested in the survey were far less common, including an electric stove (26%), electric heat pump water heater (22%), EV charging station (21%), electric furnace (20%), and back-up battery storage (18%). For more on this topic see Energy Improvements at Home/Business on page

17. Are CEA customers
aware of available
energy-related pro-grams and services?
Despite most CEA customers initially describing themselves as well-informed (15%) or somewhat informed (38%) about the programs and services that are available to help residents/businesses with energy-related improvements, only a few programs enjoy widespread aware-ness: discounted rates for energy used during off-peak hours (79% aware), discounted rates for low-income households (67%), and rebates/ incentives to install solar panels and battery storage (61%).

Key Findings
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 5 Less than half of CEA customers indicated they were aware of the remaining programs prior to taking the survey, including rebates/incen-tives to make energy-efficiency improvements to your home/business, such as improved insulation and windows (46%) and to install energy efficient lighting, appliances, and equipment (44%), discounted rates for those who have medical equipment in their home (44%), and free energy audits and technical assistance on how to improve your household's/ business’s energy efficiency and lower bills (44%). When compared to the other programs tested, CEA customers were substantially less aware of rebates/incentives to install electric vehicle charging equipment (35%), rebates and incentives to replace gas appliances and equipment with electric appliances and equipment (31%), and programs that allow cus-tomers who are unable to install solar to receive renewable energy gen-erated elsewhere (23%). For more on this topic see Awareness of Specific Programs on page 21.

How interested are CEA
customers in participat-ing in energy-related
programs?
Energy-related programs that have broad application tend to find the most interest among CEA customers, especially rebates and incentives to install energy efficient lighting, appliances, and equipment (64% very or somewhat interested), discounted rates for energy used during off-peak hours (61%), and rebates and incentives to make energy-efficient improvements to their home/business’s building, such as improved insulation and windows (61%). Free energy audits and technical assis-tance on how to improve their household’s/business’s energy efficiency and lower bills (55%) and rebates and incentives to install solar panels and batter storage (48%) were also popular with many customers.

At the other end of the spectrum, programs that had a narrow target audience or purpose tended to garner less interest, including discounted rates for those who have medical equipment in their home (26%), rebates and incentives to install electric vehicle charging equipment (31%), and discounted rates for low-income households (35%). For more on this topic see Interest in Programs on page 25.

What are the best meth-ods for communicating
with CEA customers?
The vast majority of respondents (78%) who participated in the survey were aware of their status as a CEA customer prior to taking the survey.

When asked to rate various ways CEA could communicate with them, cus-tomers identified email (79% very or somewhat effective), the Clean Energy Alliance website (73%), direct mail (69%), electronic newsletters (68%), and utility bill inserts (66%) as the most effective methods. That said, preferred communication methods varied considerably across sub-groups, with pronounced differences based on respondent age, income, and ethnicity. For more on this topic see Communication on page 30.

Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 6 I MPORTANCE OF I SSUES /I NITIATIVES
The opening section of the survey profiled customers’ opinions regarding the most important issues or challenges facing their community in general, the relative importance of various energy-related issues/objectives, and how they would prioritize among a series of energy-related initiatives for their community.

MOST IMPORTANT ISSUE OR CHALLENGE The first question in this series asked cus-tomers to identify the most important issue or challenge facing their community today. Question 1 was presented in an open-ended manner, thereby allowing respondents to mention any issue or challenge that came to mind without being prompted by or constrained to a particular list of options. True North later reviewed the verbatim responses and grouped them into the categories shown in Figure 1 below.

Question 1 To begin, what would you say is the most important issue or challenge facing your community today? FIGURE 1 MOST IMPORTANT ISSUE FACING COMMUNITY One-in-four respondents (25%) were unsure or could not think of any important issues or chal-lenges facing their community. Among the specific responses, issues of cost and affordability dominated the top mentions. Overall, customers were most apt to cite the high cost of living/ affordability (20%), high cost of electricity (11%), government/political issues (9%), high utility rates in general (5%), housing availability/affordability (4%), and climate change/environmental issues (4%) as the most important issue or challenge facing their community.

25.0 20.2

11.2 9.1

4.8 4.1

3.8 3.4

3.2 2.3

2.1 1.8

1.5 0.9

0.9 0.8

0.7 1.9

2.5 0 5 10 15 20 25 30
Not sure / Nothing comes to mind
High cost of living, affordability
High cost of electricity
Government / Political issues
High utility rates
Housing availability, affordability
Climate change / Environmental issues
Economy
Homelessness
Traffic
Inflation
Availability, cost of insurance
No issues / Everything is fine
Public safety
Infrastructure
Immigration issues
Power outages / Grid concerns
High taxes
Water concerns
% Respondents
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 7 RANKING OF ISSUES Whereas Question 1 was administered in an open-ended manner to capture customers’ top-of-mind response, Question 2 presented respondents with the list of issues shown in Figure 2 and asked customers to describe the extent to which they are con-cerned about each issue. Consistent with their open-ended responses, customers ranked cost-related issues as the most concerning, including cost of living in general (91% very or somewhat concerned), cost of electricity (90%), and paying for essentials like food, gas, and electricity (82%). Addressing homelessness (75%), protecting the environment (75%), and traffic congestion (74%) were at least somewhat concerning to three-quarters of respondents, whereas two-thirds rated air pollution (70%), climate change (69%), and greenhouse gas emissions (66%) as very or somewhat concerning. When compared to the other issues tested, CEA customers were less con-cerned about the pace of construction and development (55%).

Question 2 Next, I'm going to read a list of specific issues. For each one, please tell me how concerned you are about the issue. FIGURE 2 RANKING ISSUES OF CONCERN For the interested reader, tables 1-6 display the percentage of customers who expressed being very concerned with an issue according to customer age, location, home type, home ownership, household income, ethnicity, customer type, gender, CARE status, and whether they have roof-top solar.1 To ease comparisons, the top three issues within each subgroup are highlighted in green. With few exceptions, cost of living in general and cost of electricity were among the top three most concerning issues across CEA customer subgroups.

1. Demographic subgroups (age, ethnicity, home ownership, etc.) were constructed for residential customers only. CARE and Rooftop solar status was classified based on information in the customer database provided by CEA.

73.2 68.0

60.9 46.1

54.8 37.8

37.6 46.4

32.7 21.7

18.2 22.1

20.9 29.0

20.1 36.6

32.3 23.0

33.6 33.1

7.1 5.6

11.1 14.6

18.8 18.4

19.7 8.0

14.8 26.1

6.7 5.9

6.9 10.0
1 9.5

15.3 16.9
4 21.8
0 10 20 30 40 50 60 70 80 90 100
Cost of living in general
Cost of electricity
Paying for essentials like food, gas, electricity
Addressing homelessness
Protecting the environment
Traffic congestion
Air pollution
Climate change
Greenhouse gas emissions
Pace of construction, development
Q2a Q2b2 Q2b1 Q2h Q2e Q2f Q2d Q2c1 Q2c2 Q2g
% Respondents
Very concerned Smwt concerned Slightly concerned Not at all concerned DK/NA Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 8 TABLE 1 ISSUES OF CONCERN BY AGE (SHOWING % VERY CONCERNED) TABLE 2 ISSUES OF CONCERN BY CUSTOMER CITY (SHOWING % VERY CONCERNED) TABLE 3 ISSUES OF CONCERN BY HOME TYPE & OWNERSHIP STATUS (SHOWING % VERY CONCERNED) TABLE 4 ISSUES OF CONCERN BY HOUSEHOLD INCOME (SHOWING % VERY CONCERNED) Under 45 45 to 54 55 to 64 65 or older
Cost of living in general 84.6 89.8 67.0 63.2
Cost of electricity 63.5 87.7 60.3 69.6
Paying for essentials like food, gas, and electricity 68.8 74.1 56.4 57.4 Protecting the environment 52.1 57.7 50.7 64.4
Climate change 44.8 39.1 45.3 60.7
Addressing homelessness 33.1 61.9 35.6 48.4
Traffic congestion 25.0 42.0 30.1 38.3
Air pollution 21.7 23.1 39.4 50.9
Greenhouse gas emissions 25.1 15.6 50.7 43.4
The pace of construction and development 12.7 22.0 19.1 21.1 Age (QD1)
Carlsbad Escondido Oceanside San Marcos
Solana
Beach
/ Del Mar Vista
Cost of living in general 65.8 67.3 74.6 70.6 55.1 93.2 Cost of electricity 68.7 82.2 56.2 58.0 55.6 77.4
Paying for essentials like food, gas, and electricity 53.8 51.8 69.2 59.3 30.3 73.1 Protecting the environment 63.8 39.7 56.5 55.3 69.8 57.3 Climate change 56.4 49.1 33.9 47.9 70.8 47.9
Addressing homelessness 44.2 48.0 41.1 44.3 54.4 53.5
Traffic congestion 38.6 27.3 35.2 42.9 27.4 52.5
Air pollution 45.3 32.0 30.4 39.8 34.1 46.7
Greenhouse gas emissions 53.8 23.8 24.1 25.3 59.2 37.8
The pace of construction and development 20.5 19.8 21.0 25.8 13.3 24.6 Customer City
Single
family Apartment
Condo/
Townhome
Mobile
home Own Rent
Cost of living in general 68.1 83.0 85.7 92.2 70.9 80.6 Cost of electricity 63.6 63.4 78.3 87.1 64.2 76.5
Paying for essentials like food, gas, and electricity 58.5 70.4 72.8 79.3 61.3 64.2 Protecting the environment 52.4 65.3 57.0 56.8 54.8 58.6 Climate change 42.1 62.3 50.5 56.2 44.4 51.9
Addressing homelessness 43.6 51.8 40.1 62.6 43.1 52.2
Traffic congestion 39.5 39.7 30.0 17.1 38.2 36.3
Air pollution 36.9 34.1 35.2 49.0 40.9 32.1
Greenhouse gas emissions 35.6 27.2 25.4 40.7 35.9 28.1
The pace of construction and development 20.0 23.4 27.6 16.4 20.4 24.5 Home Type (Q8) Ownership Status (QD2)
<$50K
$50K to
<$99K
$100K to
<$149K
$150K to
<$199K $200K+
Cost of living in general 82.2 81.7 70.7 61.8 69.5
Cost of electricity 93.4 67.5 60.9 52.3 53.4
Paying for essentials like food, gas, and electricity 70.6 72.3 59.7 72.4 54.4 Protecting the environment 60.1 63.1 51.3 63.8 39.5
Climate change 51.2 48.5 47.5 57.2 38.6
Addressing homelessness 61.2 41.2 30.5 34.7 39.9
Traffic congestion 50.8 38.8 18.3 31.6 32.9
Air pollution 42.9 42.0 25.2 33.1 33.7
Greenhouse gas emissions 30.6 34.2 20.4 39.9 28.2
The pace of construction and development 26.3 15.7 19.1 25.4 15.4 Household Income (QD5)
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 9 TABLE 5 ISSUES OF CONCERN BY ETHNICITY & CUSTOMER TYPE (SHOWING % VERY CONCERNED) TABLE 6 ISSUES OF CONCERN BY GENDER, CARE CUSTOMER IN DATABASE & ROOFTOP SOLAR CUSTOMER IN DATABASE (SHOWING % VERY CONCERNED)
IMPORTANCE OF ENERGY ISSUES & OBJECTIVES Question 3 next narrowed cus-tomers’ focus to the topic of energy, asking that they rate the importance of each energy issue or objective shown in Figure 3 to them/their business.

Question 3 Turning now to the topic of energy, I'm going to read a list of specific issues. For each one, please tell me how important this issue is to you/your business. FIGURE 3 IMPORTANCE OF ENERGY ISSUES Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other Residential Commercial
Cost of living in general 80.5 65.8 86.5 81.2 74.4 64.9 Cost of electricity 65.9 62.1 75.6 83.6 66.9 74.8
Paying for essentials like food, gas, and electricity 68.3 48.5 78.0 83.2 63.4 42.5 Protecting the environment 48.4 53.9 62.7 57.9 55.1 52.6 Climate change 41.1 52.5 45.6 60.4 47.6 37.8
Addressing homelessness 39.9 43.7 52.0 50.3 45.3 51.8
Traffic congestion 40.7 35.6 40.8 44.7 37.5 40.3
Air pollution 56.4 37.3 34.4 33.2 36.9 42.7
Greenhouse gas emissions 52.3 40.6 12.4 26.6 31.6 40.0
The pace of construction and development 12.1 27.5 12.2 34.8 21.5 22.7 Ethnicity (QD4) Customer Type
Male Female Yes No Yes No
Cost of living in general 72.5 76.0 87.4 69.0 70.1 74.6 Cost of electricity 64.5 68.3 74.8 66.3 59.6 72.2
Paying for essentials like food, gas, and electricity 67.8 58.1 72.9 56.9 59.1 61.7 Protecting the environment 50.4 58.2 59.2 53.5 60.4 52.2 Climate change 45.0 50.2 38.8 48.3 52.8 43.2
Addressing homelessness 43.2 48.7 56.7 43.0 49.4 44.6
Traffic congestion 38.4 36.2 44.4 35.9 45.6 34.3
Air pollution 37.5 37.5 33.4 38.9 43.6 34.9
Greenhouse gas emissions 36.2 26.3 27.8 34.4 39.5 30.0
The pace of construction and development 16.8 26.1 21.6 21.7 20.2 22.3 Gender (QD3)
CARE Customer
in Database
Rooftop Solar Customer
in Database

54.7 50.1

43.4 44.2

37.4 35.4

31.8 22.7

26.3 27.0

31.3 24.4

27.1 28.3

31.1 28.9
0 10 20 30 40 50 60 70 80 90 100
Reducing your home’s/business's energy costs
Having cleaner air to breathe in your home/building
Avoiding power outages at your home/business
Receiving a discount on your energy bill if you use less energy during peak periods
Generating more electricity locally through rooftop solar and other small installations
Addressing climate change by reducing greenhouse gas emissions Ensuring that low-income households and underserved populations have the same opportunities to transition to clean energy Creating good-paying jobs in the energy sector
Q3b Q3e Q3h Q3c Q3g Q3d Q3f Q3a
% Respondents
Extremely important Very important
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 10 Among the issues tested, reducing their home’s/business’s energy costs was rated as the most important energy issue (81% extremely or very important), followed by having cleaner air to breathe in their home/building (77%), avoiding power outages at their home/business (75%), and receiving a discount on their energy bill if they use less energy during peak periods (69%). Issues that didn’t tie directly back to a respondent’s home or business were rated as somewhat less important, including generating more electricity locally through rooftop solar and other small installations (65%), addressing climate change by reducing greenhouse gas emissions (64%), ensuring that low-income households and underserved populations have the same opportunities to transition to clean energy (63%), and creating good-paying jobs in the energy sector (52%).

Tables 7-12 show how the percentage rating each issue as extremely or very important varied across CEA customer subgroups, with the top three issues in each subgroup highlighted green to ease comparisons. TABLE 7 IMPORTANCE OF ENERGY ISSUES BY AGE (SHOWING % EXTREMELY & VERY IMPORTANT )
TABLE 8 IMPORTANCE OF ENERGY ISSUES BY CUSTOMER CITY (SHOWING % EXTREMELY & VERY IMPORTANT) Under 45 45 to 54 55 to 64 65 or older
Reducing your home’s/business's energy costs 93.2 98.4 78.4 77.4 Having cleaner air to breathe in your home/building 84.0 82.9 71.9 85.8 Avoiding power outages at your home/business 79.7 71.6 71.2 77.0 Receiving a discount on your energy bill if you use
less energy during peak periods 85.7 91.8 68.2 69.8
Generating more electricity locally through rooftop solar and other small installations 67.7 71.6 70.8 68.7
Addressing climate change by reducing greenhouse gas emissions 59.1 74.2 70.9 73.1 Ensuring that low-income hslds, underserved populations have same opportunities to transition to clean energy

81.9 66.0 54.6 71.1
Creating good-paying jobs in the energy sector 53.5 69.3 49.2 53.5 Age (QD1)
Carlsbad Escondido Oceanside San Marcos
Solana
Beach
/ Del Mar Vista
Reducing your home’s/business's energy costs 84.0 83.7 77.6 78.9 64.4 85.1 Having cleaner air to breathe in your home/building 78.8 76.0 72.8 67.0 83.0 91.0 Avoiding power outages at your home/business 82.3 70.9 75.4 69.3 84.5 72.5 Receiving a discount on your energy bill if you use
less energy during peak periods 70.8 68.2 71.3 60.7 60.6 71.6 Generating more electricity locally through rooftop solar and other small installations 67.7 63.8 65.7 64.7 68.3 59.1 Addressing climate change by reducing greenhouse gas emissions 67.2 59.6 62.4 54.6 68.3 74.4 Ensuring that low-income hslds, underserved populations have same opportunities to transition to clean energy

58.2 66.3 65.8 54.0 45.8 71.4
Creating good-paying jobs in the energy sector 54.8 43.9 55.1 48.5 56.0 54.0 Customer City
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 11 TABLE 9 IMPORTANCE OF ENERGY ISSUES BY HOME TYPE & OWNERSHIP STATUS (SHOWING % EXTREMELY & VERY IMPORTANT) TABLE 10 IMPORTANCE OF ENERGY ISSUES BY HOUSEHOLD INCOME (SHOWING % EXTREMELY & VERY IMPORTANT) TABLE 11 IMPORTANCE OF ENERGY ISSUES BY ETHNICITY & CUSTOMER TYPE (SHOWING % EXTREMELY & VERY IMPORTANT) Single
family Apartment
Condo/
Townhome
Mobile
home Own Rent
Reducing your home’s/business's energy costs 77.9 90.0 90.1 92.2 79.4 86.6 Having cleaner air to breathe in your home/building 76.8 84.2 84.3 82.5 76.6 81.1 Avoiding power outages at your home/business 77.6 62.9 81.7 48.6 77.5 72.1 Receiving a discount on your energy bill if you use
less energy duringpeak periods 67.6 76.4 75.4 88.3 68.6 72.2 Generating more electricity locally through rooftop solar and other small installations 70.1 61.3 58.6 75.0 65.2 64.4 Addressing climate change by reducing greenhouse gas emissions 60.6 81.9 64.7 77.8 61.7 68.6 Ensuring that low-income hslds, underserved populations have same opportunities to transition to clean energy 57.6 85.5 68.8 80.5 61.8 70.5 Creating good-paying jobs in the energy sector 45.4 58.6 66.4 64.7 50.3 55.6 Home Type (Q8) Ownership Status (QD2)
<$50K
$50K to
<$99K
$100K to
<$149K
$150K to
<$199K $200K+
Reducing your home’s/business's energy costs 95.4 90.3 79.2 88.9 77.6 Having cleaner air to breathe in your home/building 88.5 86.9 76.1 83.7 66.4 Avoiding power outages at your home/business 73.1 87.0 63.6 88.5 68.1 Receiving a discount on your energy bill if you use
less energy duringpeak periods 86.3 77.2 69.4 72.9 54.7 Generating more electricity locally through rooftop solar and other small installations 72.1 71.8 58.3 70.3 62.5
Addressing climate change by reducing greenhouse gas emissions 73.7 68.5 63.2 72.4 52.0 Ensuring that low-income hslds, underserved populations have same opportunities to transition to clean energy 86.0 75.3 64.1 64.1 45.2 Creating good-paying jobs in the energy sector 56.0 72.0 39.9 56.9 36.4 Household Income (QD5)
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other Residential Commercial
Reducing your home’s/business's energy costs 74.3 78.8 90.6 97.5 82.6 69.5 Having cleaner air to breathe in your home/building 82.4 76.3 83.9 87.2 79.2 61.8 Avoiding power outages at your home/business 82.4 79.1 68.2 84.5 74.5 76.3 Receiving a discount on your energy bill if you use
less energy duringpeak periods 75.7 63.7 87.6 86.8 71.2 50.8 Generating more electricity locally through rooftop solar and other small installations 66.9 69.7 68.0 56.5 66.3 52.5 Addressing climate change by reducing greenhouse gas emissions 67.1 67.1 68.5 64.1 65.6 50.3 Ensuring that low-income hslds, underserved populations have same opportunities to transition to clean energy 70.4 60.9 81.2 68.0 65.2 47.2 Creating good-paying jobs in the energy sector 45.7 50.4 59.1 64.1 52.6 44.7 Ethnicity (QD4) Customer Type
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 12 TABLE 12 IMPORTANCE OF ENERGY ISSUES BY GENDER, CARE CUSTOMER IN DATABASE & ROOFTOP SOLAR CUSTOMER IN DATABASE (SHOWING % EXTREMELY & VERY IMPORTANT)
PRIORITY ENERGY INITIATIVES & ACTIONS Having measured how CEA customers rank specific energy issues, Question 4 transitioned to a list of initiatives and actions that could be taken in the future. For each of the actions shown in Figure 4, customers were asked to iden-tify whether the action should be a high, medium, or low priority for their community—or if they think the action should not be taken.

Question 4 Next, I'm going to read a short list of actions that could be taken in the future. As I read each item, please indicate whether you think it should be a high priority, medium priority, or low priority for your community. If you think the action shouldn't be taken, please indicate so.

Also, please keep in mind that not all items can be high priorities. FIGURE 4 PRIORITY ENERGY ACTIONS Male Female Yes No Yes No
Reducing your home’s/business's energy costs 81.5 84.4 91.0 78.0 76.5 83.0 Having cleaner air to breathe in your home/building 81.9 76.7 85.4 74.6 75.4 77.8 Avoiding power outages at your home/business 73.0 76.3 74.7 74.7 78.3 73.0 Receiving a discount on your energy bill if you use
less energy duringpeak periods 68.4 76.3 82.4 64.6 70.0 68.0 Generating more electricity locally through rooftop solar and other small installations 68.2 65.4 62.4 65.2 80.6 57.2 Addressing climate change by reducing greenhouse gas emissions 62.6 67.8 69.4 62.0 68.7 61.4 Ensuring that low-income hslds, underserved populations have same opportunities to transition to clean energy 60.6 71.9 83.9 56.7 60.3 64.1 Creating good-paying jobs in the energy sector 45.7 61.7 65.4 47.5 52.6 51.1 Gender (QD3)
CARE Customer
in Database
Rooftop Solar Customer
in Database

60.1 49.7

41.4 40.3

37.9 39.1

38.6 33.6

41.4 24.1

28.3 26.3

21.7 25.4

32.9 38.5

36.4 38.3

34.9 34.1

38.4 24.2

34.1 28.4

25.2 24.4
0 10 20 30 40 50 60 70 80 90 100
Upgrading electric grid, infrastructure including undergrounding utility wires, expanding grid capacity, replacing outdated equipment
Improving the energy efficiency of buildings so they use less energy and have lower energy bills
Creating more back-up power systems that can operate during a power outage Installing more small-scale renewable energy systems like solar on home/small business rooftops and parking lots
Providing job training and certification programs to fill the need for skilled workers in the clean energy sector
Incentivizing customers to better manage energy use during high-demand periods
Improving reliability of energy supplies by building large-scale renewable energy generating systems locally in San Diego region
Streamlining process, shortening time it takes to connect new solar, back-up batteries, other renewable energy projects to grid
Helping low-income families pay their energy bills
Improving access to technical experts who can advise on energy saving projects in the home/for businesses
Increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pollution
Increasing the number of public access charging stations for electric vehicles Requiring all new construction to be all-electric to improve indoor air quality Q4l Q4e Q4i Q4d Q4f Q4k Q4c Q4m Q4g Q4h Q4b Q4j Q4a
% Respondents
High priority Medium priority
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 13 At the top of the list, customers assigned the highest priority to upgrading the electric grid and infrastructure including undergrounding utility wires, expanding grid capacity, and replacing outdated equipment (86% high or medium priority), followed by improving the energy efficiency of buildings so they use less energy and have lower energy bills (83%), creating more back-up power systems that can operate during a power outage (80%), installing more small-scale renew-able energy systems like solar on home rooftops and parking lots (77%), and providing job train-ing and certification programs to fill the need for skilled workers in the clean energy sector (76%).

At the other end of the spectrum, CEA customers were less inclined to prioritize requiring all new construction to be all-electric to improve indoor air quality (46%), increasing the number of pub-lic access charging stations for electric vehicles (52%), increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pollution (57%), and improving access to technical experts who can advise on energy saving projects in the home/for businesses (58%).

For the interested reader, tables 13-18 show how the percentage of respondents who rated each as a high or medium priority varied across CEA customer subgroups, with the top five priorities highlighted in green within each subgroup. TABLE 13 PRIORITY ENERGY ACTIONS BY AGE (SHOWING % HIGH OR MEDIUM PRIORITY )
Under 45 45 to 54 55 to 64 65 or older
Upgrading electric grid, infrastructure including undergrounding utility wires, expandinggrid capacity, replacing outdated equipment 72.8 88.7 90.6 89.8 Improving the energy efficiency of buildings so they use less energy and have lower energy bills 85.7 81.3 81.7 90.8
Creating more back-up power systems that can operate during a power outage 80.7 80.1 80.1 82.2 Installing more small-scale renewable energy systems like solar on home/small business rooftops and parking lots 72.1 87.3 84.2 77.8 Providing job training and certification programs to fill the need for skilled workers in the clean energy sector 77.4 79.5 78.7 83.2
Incentivizing customers to better manage energy use during high-demand periods 75.9 84.7 79.5 81.8 Improving reliability of energy supplies by building large-scale renewable energygenerating systems locally in San Diego region 70.9 85.1 77.7 74.4 Streamlining process, shortening time it takes to connect new solar, back-up batteries, other renewable energy projects to grid 61.9 81.5 87.6 74.3 Helping low-income families pay their energy bills 76.0 53.4 68.5 76.7 Improving access to technical experts who can advise on energy saving projects in the home/for businesses 61.4 64.1 58.8 65.6 Increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pollution 57.3 59.6 60.0 65.4 Increasing the number of public access charging stations for electric vehicles 42.6 57.8 50.9 58.9 Requiring all new construction to be all-electric to improve indoor air quality 57.3 44.5 43.3 52.2 Age (QD1)
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 14 TABLE 14 PRIORITY ENERGY ACTIONS BY CUSTOMER CITY (SHOWING % HIGH OR MEDIUM PRIORITY) TABLE 15 PRIORITY ENERGY ACTIONS BY HOME TYPE & OWNERSHIP STATUS (SHOWING % HIGH OR MEDIUM PRIORITY) Carlsbad Escondido Oceanside San Marcos
Solana
Beach
/ Del Mar Vista
Upgrading electric grid, infrastructure including undergrounding utility wires, expandinggrid capacity, replacing outdated equipment 91.7 89.5 82.7 83.4 93.9 77.8 Improving the energy efficiency of buildings so they use less energy and have lower energy bills 84.4 82.6 83.2 74.9 95.4 83.9
Creating more back-up power systems that can operate during a power outage 89.7 85.1 74.4 69.4 86.9 78.7 Installing more small-scale renewable energy systems like solar on home/small business rooftops and parking lots 78.0 81.6 77.6 75.6 83.9 67.0 Providing job training and certification programs to fill the need for skilled workers in the clean energy sector 80.3 76.4 77.8 69.7 62.0 78.1 Incentivizing customers to better manage energy use during high-demand periods 79.9 72.2 75.4 64.5 82.1 74.7 Improving reliability of energy supplies by building large-scale renewable energy generating systems locally in San Diego region 90.2 70.1 62.0 76.1 76.8 68.8 Streamlining process, shortening time it takes to connect new solar, back-up batteries, other renewable energy projects to grid 80.5 69.1 71.7 66.4 66.6 72.8 Helping low-income families pay their energy bills 76.7 65.6 58.1 50.4 69.1 77.6 Improving access to technical experts who can advise on energy saving projects in the home/for businesses 62.2 60.2 55.4 47.6 72.2 62.0 Increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pollution 69.1 49.0 51.6 54.9 70.6 58.7 Increasing the number of public access charging stations for electric vehicles 58.0 46.9 50.6 47.6 58.9 53.0 Requiring all new construction to be all-electric to improve indoor air quality 49.8 46.4 45.2 37.8 54.2 48.8 Customer City
Single
family Apartment
Condo/
Townhome
Mobile
home Own Rent
Upgrading electric grid, infrastructure including undergrounding utility wires, expanding grid capacity, replacing outdated equipment 90.7 64.4 86.6 100.0 91.0 76.9 Improving the energy efficiency of buildings so they use less energy and have lower energy bills 81.2 86.3 88.3 92.2 82.6 84.6
Creating more back-up power systems that can operate during a power outage 77.9 77.4 85.2 91.4 81.6 79.8 Installing more small-scale renewable energy systems like solar on home/small business rooftops and parking lots 77.8 67.1 75.8 92.2 79.2 72.6 Providing job training and certification programs to fill the need for skilled workers in the clean energy sector 77.5 74.4 78.6 88.3 79.0 71.2 Incentivizing customers to better manage energy use during high-demand periods 73.1 77.2 80.3 81.0 75.4 72.9 Improving reliability of energy supplies by building large-scale renewable energy generating systems locally in San Diego region 71.4 72.0 74.1 74.7 72.0 75.5 Streamlining process, shortening time it takes to connect new solar, back-up batteries, other renewable energy projects to grid 76.6 59.3 64.5 87.5 75.9 64.9 Helping low-income families pay their energy bills 57.4 87.4 68.9 93.0 63.1 74.0 Improving access to technical experts who can advise on energy saving projects in the home/for businesses 54.9 58.0 62.3 80.5 59.7 57.4 Increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pollution 59.0 55.6 53.2 70.1 59.7 52.8 Increasing the number of public access charging stations for electric vehicles 51.6 46.0 53.7 71.9 54.6 45.6 Requiring all new construction to be all-electric to improve indoor air quality 40.9 65.2 41.5 57.6 43.3 54.4 Home Type (Q8) Ownership Status (QD2)
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 15 TABLE 16 PRIORITY ENERGY ACTIONS BY HOUSEHOLD INCOME (SHOWING % HIGH OR MEDIUM PRIORITY) TABLE 17 PRIORITY ENERGY ACTIONS BY ETHNICITY & CUSTOMER TYPE (SHOWING % HIGH OR MEDIUM PRIORITY) <$50K
$50K to
<$99K
$100K to
<$149K
$150K to
<$199K $200K+
Upgrading electric grid, infrastructure including undergrounding utility wires, expanding grid capacity, replacing outdated equipment 77.7 81.8 88.5 93.4 91.3 Improving the energy efficiency of buildings so they use less energy and have lower energy bills 84.9 82.4 87.0 82.5 77.8
Creating more back-up power systems that can operate during a power outage 81.0 72.3 82.8 91.2 74.0 Installing more small-scale renewable energy systems like solar on home/small business rooftops and parking lots 80.5 73.8 74.4 88.5 62.5 Providing job training and certification programs to fill the need for skilled workers in the clean energy sector 81.4 79.4 75.2 76.8 67.3 Incentivizing customers to better manage energy use during high-demand periods 82.6 73.8 77.5 81.5 75.1 Improving reliability of energy supplies by building large-scale renewable energy generating systems locally in San Diego region 72.3 73.0 69.3 80.2 77.1 Streamlining process, shortening time it takes to connect new solar, back-up batteries, other renewable energy projects to grid 66.3 67.2 74.0 87.9 77.4 Helping low-income families pay their energy bills 82.4 64.0 67.1 68.2 49.9 Improving access to technical experts who can advise on energy saving projects in the home/for businesses 79.1 53.2 56.2 56.4 39.8 Increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pollution 58.1 53.9 53.4 69.1 62.8 Increasing the number of public access charging stations for electric vehicles 50.3 42.5 54.0 65.7 57.9 Requiring all new construction to be all-electric to improve indoor air quality 64.1 45.2 47.4 45.5 28.3 Household Income (QD5)
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other Residential Commercial
Upgrading electric grid, infrastructure including undergrounding utility wires, expanding grid capacity, replacing outdated equipment 86.9 91.7 76.2 89.7 85.0 88.6 Improving the energy efficiency of buildings so they use less energy and have lower energy bills 91.5 84.6 85.6 81.2 83.6 76.2
Creating more back-up power systems that can operate during a power outage 82.9 82.9 78.6 82.9 79.5 82.6 Installing more small-scale renewable energy systems like solar on home/small business rooftops and parking lots 67.7 80.5 73.5 69.9 76.1 81.1 Providing job training and certification programs to fill the need for skilled workers in the clean energy sector 74.1 76.3 82.5 86.4 77.6 66.6 Incentivizing customers to better manage energy use during high-demand periods 83.7 79.1 79.4 67.2 75.2 66.2 Improving reliability of energy supplies by building large-scale renewable energy generating systems locally in San Diego region 86.9 76.5 68.8 79.6 72.2 76.0 Streamlining process, shortening time it takes to connect new solar, back-up batteries, other renewable energy projects to grid 75.7 77.4 67.2 66.6 71.7 73.9 Helping low-income families pay their energy bills 59.3 66.8 74.4 59.6 66.3 60.4 Improving access to technical experts who can advise on energy saving projects in the home/for businesses 54.6 57.2 67.4 50.1 57.7 61.6 Increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pollution 56.7 60.9 62.4 50.1 57.3 52.0 Increasing the number of public access charging stations for electric vehicles 52.4 55.0 56.4 27.8 51.6 50.7 Requiring all new construction to be all-electric to improve indoor air quality 46.0 46.7 53.1 51.9 45.9 47.6 Ethnicity (QD4) Customer Type
Importance of Issues/Initiatives
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 16 TABLE 18 PRIORITY ENERGY ACTIONS BY GENDER, CARE CUSTOMER IN DATABASE & ROOFTOP SOLAR CUSTOMER IN DATABASE (SHOWING % HIGH OR MEDIUM PRIORITY) Recognizing that the list of items in Question 4 was not exhaustive, Question 5 followed-up by providing respondents with the opportunity to identify any energy-related project or program not previously mentioned that they think should be a high priority for their community. Most respondents (75%) did not suggest an additional priority, while 7% mentioned reducing electric-ity rates/costs and 4% mentioned a program to retrofit roofs for solar panels.

Question 5 Is there an energy-related project or program not previously mentioned that you think should be a high priority for your community? FIGURE 5 OTHER HIGH PRIORITY ENERGY-RELATED PROJECTS OR PROGRAMS Male Female Yes No Yes No
Upgrading electric grid, infrastructure including undergrounding utility wires, expanding grid capacity, replacing outdated equipment 91.6 78.9 73.5 89.0 90.2 83.3 Improving the energy efficiency of buildings so they use less energy and have lower energy bills 84.9 82.2 77.8 84.1 81.7 83.1
Creating more back-up power systems that can operate during a power outage 79.9 79.3 80.5 79.7 80.3 79.7 Installing more small-scale renewable energy systems like solar on home/small business rooftops and parking lots 79.4 73.0 77.3 76.5 85.8 72.6 Providing job training and certification programs to fill the need for skilled workers in the clean energy sector 76.0 80.2 80.9 74.9 80.3 74.4 Incentivizing customers to better manage energy use during high-demand periods 80.1 73.7 76.3 73.4 76.4 73.0 Improving reliability of energy supplies by building large-scale renewable energy generating systems locally in San Diego region 79.8 62.9 68.6 73.8 75.4 71.4 Streamlining process, shortening time it takes to connect new solar, back-up batteries, other renewable energy projects to grid 76.6 66.9 67.4 73.3 80.8 67.9 Helping low-income families pay their energy bills 64.3 69.1 74.9 62.8 57.1 69.4 Improving access to technical experts who can advise on energy saving projects in the home/for businesses 58.2 60.2 65.8 56.0 57.9 58.4 Increasing the number of electric cars, trucks, and buses to reduce greenhouse gas emissions and air pollution 66.8 47.0 55.0 57.1 62.8 53.8 Increasing the number of public access charging stations for electric vehicles 58.6 42.1 55.7 50.2 58.4 48.3 Requiring all new construction to be all-electric to improve indoor air quality 50.9 40.8 46.6 46.0 47.7 45.4 Gender (QD3)
CARE Customer
in Database
Rooftop Solar Customer
in Database

74.7 7.0

3.5 2.7

2.0 1.3

1.2 1.0

0.8 0.6

0.5 0.7
0 10 20 30 40 50 60 70 80
No other high priorities / Nothing comes to mind
Reduce electricity rates, bills
Program to retrofit roof for solar panels
Prefer not to answer
Pursue nuclear energy resources
Provide incentives for solar, energy efficiency efforts Improve, provide battery storage, backup
Support community solar, backup, energy efficiency efforts Pursue more wind, hydroelectric power resources
Educate customers about electricity, usage in general
Pursue geothermal energy resources
Improve, address fire prevention measures
% Respondents
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 17 E NERGY I MPROVEMENTS & P ROGRAMS Having measured CEA customer’s opinions and priorities with respect to energy issues and ini-tiatives that can impact their community (see prior section), beginning with Question 6 the sur-vey shifted focus to customer-specific topics—including the energy improvements they have made to their home/business building, their awareness of various energy-related programs, as well as their interest in said programs.

ENERGY IMPROVEMENTS AT HOME/BUSINESS The first question in this series sim-ply asked respondents to identify the types of energy improvements that are present in their cur-rent home/business building. As shown in Figure 6 below, most customers reported their home/ business uses energy efficient lighting (78%) and has weatherization improvements such as improved insulation, windows, and/or roof (55%). Approximately four-in-ten customers also indi-cated their home/building has solar panels (44%) and a smart home energy/building manage-ment system that monitors and controls heating/air conditioning, lighting and appliances to optimize performance and reduce energy use (43%). The remaining improvements were far less common, including an electric stove (26%), electric heat pump water heater (22%), EV charging station (21%), electric furnace (20%), and back-up battery storage (18%).

Question 6 Next, I'm going to read a list of energy improvements that can be made to a home/ building. For each, please say 'yes' if your current home/business' building has this improvement - 'no' if not. FIGURE 6 ENERGY IMPROVEMENTS AT HOME/BUSINESS Tables 19-24 show how the presence of each improvement in their home/business varied across subgroups of CEA customers, with the top three most common improvements highlighted in green within each subgroup.

78.0 54.9

43.9 42.8

25.6 22.2

21.2 20.4

17.9 13.2

34.4 50.1

45.3 70.9

61.9 73.1

65.7 69.2

8.8 10.7

11.9 3.5

15.9 13.9

12.8 6.0

5.7 0 10 20 30 40 50 60 70 80 90 100
Energy efficient lighting
Improved insulation, windows, roof, or other weatherization improvements
Solar panels
Smart home energy/Building mgmt system that monitors, controls heating/air conditioning, lighting, appliances to optimize performance, reduce energy use
An electric stove
An electric heat pump water heater
Electric vehicle charging station
An electric furnace
Back-up battery storage
Q6h Q6g Q6e Q6i Q6c Q6d Q6a Q6b Q6f
% Respondents
Yes, have Do not have DK/NA
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 18 TABLE 19 ENERGY IMPROVEMENTS AT HOME/BUSINESS BY AGE (SHOWING % YES) TABLE 20 ENERGY IMPROVEMENTS AT HOME/BUSINESS BY CUSTOMER CITY SHOWING % YES) TABLE 21 ENERGY IMPROVEMENTS AT HOME/BUSINESS BY HOME TYPE & OWNERSHIP STATUS (SHOWING % YES) Under 45 45 to 54 55 to 64 65 or older
Energy efficient lighting 72.8 89.5 86.7 83.6
Improved insulation, windows, roof, or other weatherization improvements 57.0 58.7 58.4 65.3 Solar panels 28.2 71.1 60.1 44.8
Smart home energy/Building mgmt system that monitors, controls heating/AC, lighting, appliances to optimize performance, reduce energy use 34.5 65.6 52.8 40.6 An electric stove 21.7 25.8 22.6 27.5
An electric heat pump water heater 17.9 27.7 19.6 18.5
Electric vehicle charging station 15.1 36.0 33.9 21.4
An electric furnace 12.8 26.1 25.2 18.1
Back-up battery storage 18.9 31.0 17.5 13.7
Age (QD1)
Carlsbad Escondido Oceanside San Marcos
Solana
Beach
/ Del Mar Vista
Energy efficient lighting 80.2 74.4 75.6 74.6 84.4 85.7 Improved insulation, windows, roof, or other weatherization improvements 55.6 52.2 53.9 53.6 42.7 63.2 Solar panels 54.1 46.0 42.3 43.7 53.3 30.2
Smart home energy/Building mgmt system that monitors, controls heating/AC, lighting, appliances to optimize performance, reduce energy use 55.3 44.5 38.6 51.8 34.7 26.8 An electric stove 21.5 26.5 31.5 14.5 30.8 28.8
An electric heat pump water heater 24.1 15.6 20.1 11.3 28.7 40.4 Electric vehicle charging station 39.5 15.0 18.5 24.9 22.4 9.1 An electric furnace 22.5 18.3 24.2 15.1 40.3 14.7
Back-up battery storage 21.6 18.7 16.6 18.7 19.3 13.9
Customer City
Single
family Apartment
Condo/
Townhome
Mobile
home Own Rent
Energy efficient lighting 88.9 52.2 78.9 69.3 87.0 57.2 Improved insulation, windows, roof, or other weatherization improvements 68.0 35.6 50.2 70.4 64.9 31.9 Solar panels 64.4 20.7 23.5 13.6 55.3 18.8
Smart home energy/Building mgmt system that monitors, controls heating/AC, lighting, appliances to optimize performance, reduce energy use 58.0 14.8 37.5 17.2 52.6 21.8 An electric stove 18.2 50.1 39.8 8.6 21.4 35.5
An electric heat pump water heater 20.0 27.4 16.4 0.0 20.8 27.5 Electric vehicle charging station 24.8 12.3 20.0 13.2 24.1 13.9 An electric furnace 19.2 16.7 23.4 0.0 21.7 16.9
Back-up battery storage 22.1 11.5 12.0 10.5 20.6 9.9
Home Type (Q8) Ownership Status (QD2)
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 19 TABLE 22 ENERGY IMPROVEMENTS AT HOME/BUSINESS BY HOUSEHOLD INCOME SHOWING % YES) TABLE 23 ENERGY IMPROVEMENTS AT HOME/BUSINESS BY ETHNICITY & CUSTOMER TYPE TABLE 24 ENERGY IMPROVEMENTS AT HOME/BUSINESS BY GENDER, CARE CUSTOMER IN DATABASE & ROOFTOP SOLAR CUSTOMER IN DATABASE (SHOWING % YES) <$50K
$50K to
<$99K
$100K to
<$149K
$150K to
<$199K $200K+
Energy efficient lighting 73.6 72.0 82.0 91.7 90.1
Improved insulation, windows, roof, or other weatherization improvements 49.0 65.3 50.2 74.6 65.2 Solar panels 37.5 38.0 41.4 67.8 67.0
Smart home energy/Building mgmt system that monitors, controls heating/AC, lighting, appliances to optimize performance, reduce energy use 30.1 39.2 30.1 69.0 68.4 An electric stove 28.3 29.3 25.5 23.4 26.1
An electric heat pump water heater 24.5 18.5 12.0 15.0 23.4 Electric vehicle charging station 9.4 19.4 18.2 33.0 43.1 An electric furnace 20.3 16.0 25.4 20.3 17.4
Back-up battery storage 14.1 23.5 14.4 22.2 27.0
Household Income (QD5)
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other Residential Commercial
Energy efficient lighting 96.0 81.2 77.3 70.0 79.6 66.8 Improved insulation, windows, roof, or other weatherization improvements 55.4 62.0 58.2 64.1 59.2 25.2 Solar panels 45.5 45.6 52.8 33.7 47.0 22.5
Smart home energy/Building mgmt system that monitors, controls heating/AC, lighting, appliances to optimize performance, reduce energy use 56.0 43.3 44.2 30.9 44.7 29.6 An electric stove 37.6 25.8 25.9 51.7 27.3 14.4
An electric heat pump water heater 27.7 14.4 26.0 28.6 19.7 39.4 Electric vehicle charging station 28.3 23.3 17.8 24.1 21.8 17.2 An electric furnace 21.1 17.8 22.0 20.8 19.3 27.8
Back-up battery storage 20.6 12.5 23.9 17.5 18.4 14.4
Ethnicity (QD4) Customer Type
Male Female Yes No Yes No
Energy efficient lighting 92.9 64.1 75.9 78.6 88.3 73.3 Improved insulation, windows, roof, or other weatherization improvements 66.3 53.0 57.0 54.3 69.6 48.2 Solar panels 60.7 33.3 38.5 45.5 95.1 20.5
Smart home energy/Building mgmt system that monitors, controls heating/AC, lighting, appliances to optimize performance, reduce energy use 56.2 33.3 39.5 43.8 64.5 32.9 An electric stove 25.9 30.6 35.6 22.7 19.2 28.6
An electric heat pump water heater 24.9 14.8 26.5 20.9 16.5 24.8 Electric vehicle charging station 30.4 12.7 14.6 23.1 33.1 15.8 An electric furnace 20.1 16.6 19.1 20.8 17.9 21.6
Back-up battery storage 22.7 14.2 21.8 16.8 23.3 15.4
Gender (QD3)
CARE Customer
in Database
Rooftop Solar Customer
in Database
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 20 HOW INFORMED DO YOU FEEL? All customers were next asked to describe how informed they felt about the programs and services that are available to help residents/busi-nesses with energy-related improvements. Most customers indicated they felt either well-informed (15%) or somewhat informed (38%) about the available programs and services, whereas one-third described themselves as slightly informed (32%). Approximately 14% of CEA customers indicated they are not at all informed about the programs and services that are available to help customers with energy-related improvements, whereas 1% were unsure or preferred to not answer the question.

Question 7 In general, how informed do you feel about the programs and services that are available to help residents/businesses with energy-related improvements? Would you say you feel well informed, somewhat informed, slightly informed, or not at all informed? FIGURE 7 HOW INFORMED ABOUT ENERGY-RELATED PROGRAMS When compared to their respective counterparts,
seniors, those living in single family homes,
home owners, residents of Carlsbad, high-income
households, Caucasians, males, those not
enrolled in the CARE program, and customers
with rooftop solar were the most likely to
describe themselves as at least somewhat
informed about the programs and services avail-able to help customers with energy-related improvements (see figures 8-10).

FIGURE 8 HOW INFORMED ABOUT ENERGY-RELATED PROGRAMS BY AGE, HOME TYPE & OWNERSHIP STATUS Well
informed

15.2 Somewhat
informed

37.7 Slightly
informed

31.7 Not at all
informed

14.4 DK/NA

1.0 15.2 13.9 11.2 8.6 14.5 14.8

45.2 24.1

41.9 28.8

44.9 25.9
Well
informed

17.0 11.6 13.0 12.9
Smwt
informed

24.7 32.0

46.3 54.4
0 10
20 30
40 50
60 70
80 90
100
Under 45 45 to 54 55 to 64 65 or older Single family Apartment Condo / Townhome
Mobile home Own Rent
Age (QD1) Home Type (Q8) Ownership Status (QD2)
% Respondents
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 21 FIGURE 9 HOW INFORMED ABOUT ENERGY-RELATED PROGRAMS BY CUSTOMER CITY & HOUSEHOLD INCOME FIGURE 10 HOW INFORMED ABOUT ENERGY-RELATED PROGRAMS BY ETHNICITY, CUSTOMER TYPE, GENDER, CARE CUSTOMER IN DATABASE & ROOFTOP SOLAR CUSTOMER IN DATABASE AWARENESS OF SPECIFIC PROGRAMS Regardless of how informed customers felt about the availability of energy improvement programs in Question 8, Question 9 presented respondents with a list of 10 specific programs and asked if they were aware of each program prior to taking the survey.
2 Most CEA customers indicated they were aware of discounted rates for energy used during off-peak hours (79%), discounted rates for low-income households (67%), and rebates/incentives to install solar panels and battery storage (61%) prior to taking the survey (see Figure 11). Approximately four-in-ten customers were aware of rebates/incentives to make energy-efficiency improvements to your home/business, such as improved insulation and win-dows (46%) and to install energy efficient lighting, appliances, and equipment (44%), discounted

2. Programs that only apply to single family homes, condominiums, or townhomes were only asked of custom-ers residing in these types of homes. Similarly, programs that do not apply to commercial customers were not asked of this group.

10.8 12.0 13.0 19.0

5.8 17.6 13.0

46.4 42.1

22.9 39.7

41.1 47.9 53.2

15.9 14.6 13.8
Well
informed

20.0 35.5 39.5 32.1
Smwt
informed

40.2 0
10 20
30 40
50 60
70 80
90 100
Carlsbad Escondido Oceanside San Marcos Solana
Beach / Del
Mar
Vista <$50K $50K to
<$99K
$100K to
<$149K
$150K to
<$199K
$200K+
Customer City Household Income (QD5)
% Respondents

13.8 24.9

15.7 11.6 13.2 15.8 16.7 14.5

39.4 26.5 43.0

37.5 24.8

41.5 44.7

34.6 Well
informed

10.4 15.6 10.5

20.8 Smwt
informed

30.8 51.9

25.8 36.1
0 10
20 30
40 50
60 70
80 90
100
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other
ResidentialCommercial Male Female Yes No Yes No
Ethnicity (QD4) Customer Type Gender (QD3) CARE Customer in Database
Rooftop Solar
Customer in Database
% Respondents
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 22 rates for those who have medical equipment in their home (44%), and free energy audits and technical assistance on how to improve your household's/business’s energy efficiency and lower bills (44%).

When compared to the other programs tested, CEA customers were less aware of rebates/incen-tives to install electric vehicle charging equipment (35%), rebates and incentives to replace gas appliances and equipment with electric appliances and equipment (31%), and programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere (23%). Tables 25-30 show how awareness of each program varied among CEA customer sub-groups, with the top three programs highlighted in green for each subgroup.

Question 9 As I read the following list of programs that may be available in your community, please indicate if you were aware of the program's existence prior to taking the survey. FIGURE 11 AWARENESS OF PROGRAMS

79.3 66.8

61.1 46.4

44.2 44.1

43.6 34.9

30.8 22.9

17.9 27.3

32.2 47.9

46.7 47.1

47.2 56.4

63.3 65.7

5.9 9.1

8.8 8.7

6.0 11.4

5.73 9.2

6.8 0 10 20 30 40 50 60 70 80 90 100
Discounted rates for energy used during off-peak hours
Discounted rates for low-income households
Rebates and incentives to install solar panels and battery storage Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows Rebates and incentives to install energy efficient lighting, appliances, and equipment
Discounted rates for those who have medical equipment in their home Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills Rebates and incentives to install electric vehicle charging equipment Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment
Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere
Q9a Q9e Q9j Q9i Q9d Q9f Q9c Q9h Q9g Q9b
% Respondents
Yes, aware Not aware DK/NA
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 23 TABLE 25 AWARENESS OF PROGRAMS BY AGE (SHOWING % AWARE) TABLE 26 AWARENESS OF PROGRAMS BY CUSTOMER CITY (SHOWING % AWARE) TABLE 27 AWARENESS OF PROGRAMS BY HOME TYPE & OWNERSHIP STATUS (SHOWING % AWARE) Under 45 45 to 54 55 to 64 65 or older
Discounted rates for energy used during off-peak hours 80.3 79.1 85.1 82.1 Discounted rates for low-income households 73.0 67.9 69.1 67.9 Rebates and incentives to install solar panels and battery storage 55.9 54.8 65.3 64.5 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 32.8 44.8 42.8 57.8 Rebates and incentives to install energy efficient lighting, appliances, and equipment 46.4 23.2 53.3 49.6 Discounted rates for those who have medical equipment in their home 32.5 26.2 57.5 53.7 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 28.4 37.1 54.7 51.0 Rebates and incentives to install electric vehicle charging equipment 58.0 21.9 42.2 35.5 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 41.7 21.6 28.0 32.4 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 40.8 15.7 31.3 17.3 Age (QD1)
Carlsbad Escondido Oceanside San Marcos
Solana
Beach
/ Del Mar Vista
Discounted rates for energy used during off-peak hours 81.7 75.5 85.3 75.4 77.4 75.8 Discounted rates for low-income households 64.8 69.9 61.1 71.3 55.9 72.4 Rebates and incentives to install solar panels and battery storage 67.1 71.3 60.6 56.3 73.1 40.1 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 46.5 44.9 43.7 59.8 57.7 36.1 Rebates and incentives to install energy efficient lighting, appliances, and equipment 48.7 49.5 42.2 48.2 53.5 29.5 Discounted rates for those who have medical equipment in their home 43.7 43.2 43.1 43.1 36.9 49.3 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 53.3 41.7 44.4 44.5 72.7 26.2 Rebates and incentives to install electric vehicle charging equipment 28.0 47.9 34.6 35.5 52.1 20.8 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 23.0 35.9 29.1 35.2 55.0 25.7 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 28.3 23.7 22.0 27.7 21.6 13.4 Customer City
Single
family Apartment
Condo/
Townhome
Mobile
home Own Rent
Discounted rates for energy used during off-peak hours 89.0 65.7 82.5 25.0 85.6 70.5 Discounted rates for low-income households 68.7 67.7 61.8 82.1 70.6 62.2 Rebates and incentives to install solar panels and battery storage 68.2 0.0 45.4 0.0 64.2 44.9 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 49.2 0.0 48.8 0.0 47.6 37.0 Rebates and incentives to install energy efficient lighting, appliances, and equipment 47.7 23.4 48.1 20.3 49.5 30.6 Discounted rates for those who have medical equipment in their home 43.1 41.6 49.8 65.0 45.4 41.4 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 47.3 31.9 46.1 11.7 47.9 33.8 Rebates and incentives to install electric vehicle charging equipment 37.9 0.0 31.2 0.0 36.0 27.0 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 31.1 0.0 29.8 0.0 31.7 22.4 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 24.3 18.3 26.5 13.2 24.0 19.1 Home Type (Q8) Ownership Status (QD2)
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 24 TABLE 28 AWARENESS OF PROGRAMS BY HOUSEHOLD INCOME (SHOWING % AWARE) TABLE 29 AWARENESS OF PROGRAMS BY ETHNICITY & CUSTOMER TYPE (SHOWING % AWARE) TABLE 30 AWARENESS OF PROGRAMS BY GENDER, CARE CUSTOMER IN DATABASE & ROOFTOP SOLAR CUSTOMER IN DATABASE (SHOWING % AWARE) <$50K
$50K to
<$99K
$100K to
<$149K
$150K to
<$199K $200K+
Discounted rates for energy used during off-peak hours 66.7 79.4 88.3 94.1 87.2 Discounted rates for low-income households 66.2 72.7 63.0 62.7 69.4 Rebates and incentives to install solar panels and battery storage 52.6 59.4 68.6 67.7 65.3 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 42.4 30.2 56.9 63.5 49.4 Rebates and incentives to install energy efficient lighting, appliances, and equipment 27.5 42.1 53.1 56.3 53.4 Discounted rates for those who have medical equipment in their home 36.1 51.2 39.4 44.9 46.7 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 29.8 40.3 49.8 48.3 49.1 Rebates and incentives to install electric vehicle charging equipment 28.3 34.5 32.9 30.5 42.0 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 16.9 25.5 38.3 28.0 38.6 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 15.5 19.0 34.3 28.5 21.7 Household Income (QD5)
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other Residential Commercial
Discounted rates for energy used during off-peak hours 96.0 86.9 73.1 76.5 80.0 74.3 Discounted rates for low-income households 55.7 71.9 60.6 69.1 66.8 0.0 Rebates and incentives to install solar panels and battery storage 39.2 70.7 49.2 47.2 62.5 53.5 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 34.6 54.1 35.1 44.2 49.1 32.1 Rebates and incentives to install energy efficient lighting, appliances, and equipment 36.6 51.5 36.5 34.0 43.1 51.7 Discounted rates for those who have medical equipment in their home 40.1 53.5 27.8 54.2 44.1 0.0 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 51.3 51.5 23.1 47.2 42.6 50.5 Rebates and incentives to install electric vehicle charging equipment 34.6 36.7 24.8 35.3 36.2 28.0 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 35.4 30.3 30.2 15.7 30.7 30.8 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 16.5 24.6 18.9 10.3 22.9 22.8 Ethnicity (QD4) Customer Type
Male Female Yes No Yes No
Discounted rates for energy used during off-peak hours 81.7 77.8 71.0 81.7 86.2 76.1 Discounted rates for low-income households 64.8 68.8 76.6 63.3 62.8 69.0 Rebates and incentives to install solar panels and battery storage 64.1 59.7 49.2 63.1 76.9 51.4 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 50.1 44.9 35.0 48.4 51.9 43.0 Rebates and incentives to install energy efficient lighting, appliances, and equipment 44.2 42.2 29.0 48.7 45.0 43.8 Discounted rates for those who have medical equipment in their home 41.3 46.9 46.3 43.3 35.1 49.0 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 40.3 44.5 30.2 47.6 49.9 40.8 Rebates and incentives to install electric vehicle charging equipment 38.1 30.2 17.1 38.0 37.1 33.6 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 27.8 31.4 19.7 32.7 27.1 33.0 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 24.3 18.8 12.0 26.1 20.5 24.0 Gender (QD3)
CARE Customer
in Database
Rooftop Solar Customer
in Database
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 25 INTEREST IN PROGRAMS Irrespective of their prior awareness of the programs, all respondents were next asked how interested their household or business would be in participat-ing in the same list of programs. As shown in Figure 12 below, CEA customers expressed the greatest interest in rebates and incentives to install energy efficient lighting, appliances, and equipment (64% very or somewhat interested), discounted rates for energy used during off-peak hours (61%), and rebates and incentives to make energy-efficient improvements to their home/ business’s building, such as improved insulation and windows (61%). Free energy audits and technical assistance on how to improve their household’s/business’s energy efficiency and lower bills (55%) and rebates and incentives to install solar panels and batter storage (48%) were also popular with many customers.

At the other end of the spectrum, programs that had a narrow target audience or purpose tended to garner less interest, including discounted rates for those who have medical equipment in their home (26%), rebates and incentives to install electric vehicle charging equipment (31%), and discounted rates for low-income households (35%).

Question 10 For the same list of programs, please indicate how interested your household/ business would be in participating in the program. If your household/business is already partici-pating in the program, please indicate so. FIGURE 12 INTEREST IN PROGRAMS Tables 31-36 show how interest in each program varied across subgroups of CEA customers, with the top three programs of interest within each subgroup highlighted in green to ease com-parisons.

34.9 42.1

29.9 25.6

22.7 17.5

17.5 22.9

14.1 14.7

29.0 19.3

30.9 28.9

25.5 24.3

21.1 12.1

16.4 11.2

8.4 20.2

6.7 5.7

13.0 3.5

5.7 4.9

5.3 4.5

11.9 7.9

5.7 6.5

52.2 14.5

63.1 58.5

31.9 21.4

43.8 45.8

31.3 28.0 4.4

7.9 7.4

8.9 6.3

3.9 0 10 20 30 40 50 60 70 80 90 100
Rebates and incentives to install energy efficient lighting, appliances, and equipment
Discounted rates for energy used during off-peak hours
Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows
Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills Rebates and incentives to install solar panels and battery storage Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment
Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere
Discounted rates for low-income households
Rebates and incentives to install electric vehicle charging equipment Discounted rates for those who have medical equipment in their home Q10d Q10a Q10i Q10c Q10j Q10g Q10b Q10e Q10h Q10f
% Respondents
Very interested Smwt interested Already participating Not interested DK/NA Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 26 TABLE 31 INTEREST IN PROGRAMS BY AGE (SHOWING % VERY OR SOMEWHAT INTERESTED) TABLE 32 INTEREST IN PROGRAMS BY CUSTOMER CITY (SHOWING % VERY OR SOMEWHAT INTERESTED TABLE 33 INTEREST IN PROGRAMS BY HOME TYPE & OWNERSHIP STATUS (SHOWING % VERY OR SOMEWHAT INTERESTED Under 45 45 to 54 55 to 64 65 or older
Rebates and incentives to install energy efficient lighting, appliances, equipment 87.8 77.6 65.4 58.2 Discounted rates for energy used during off-peak hours 79.5 71.2 51.7 54.5 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 90.8 69.3 68.4 52.6 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 70.0 58.8 60.6 59.0 Rebates and incentives to install solar panels and battery storage 53.8 68.5 60.9 37.9 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 42.6 52.4 48.3 47.2 Programs that allow customers who are unable to install solar to receive renewable energygenerated elsewhere 55.0 32.5 28.6 42.7 Discounted rates for low-income households 64.3 34.8 19.1 36.9 Rebates and incentives to install electric vehicle charging equipment 35.3 61.3 28.6 19.9 Discounted rates for those who have medical equipment in their home 28.7 36.5 17.9 33.2 Age (QD1)
Carlsbad Escondido Oceanside San Marcos
Solana
Beach
/ Del Mar Vista
Rebates and incentives to install energy efficient lighting, appliances, equipment 72.6 65.7 58.9 54.8 65.1 67.9 Discounted rates for energy used during off-peak hours 59.8 62.7 60.9 62.7 62.9 61.0 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 65.6 58.9 59.5 61.8 60.6 58.4 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 65.3 50.4 53.1 46.7 53.6 57.1 Rebates and incentives to install solar panels and battery storage 44.8 48.6 48.5 59.0 29.5 45.6 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 45.1 39.1 41.9 38.2 40.6 44.6 Programs that allow customers who are unable to install solar to receive renewable energygenerated elsewhere 42.2 40.2 39.8 33.0 32.0 37.2 Discounted rates for low-income households 33.4 43.1 27.8 29.7 6.1 49.1 Rebates and incentives to install electric vehicle charging equipment 33.6 25.1 26.2 46.7 18.2 29.4 Discounted rates for those who have medical equipment in their home 21.4 34.1 21.9 21.7 6.1 34.7 Customer City
Single
family Apartment
Condo/
Townhome
Mobile
home Own Rent
Rebates and incentives to install energy efficient lighting, appliances, equipment 62.6 81.0 59.9 64.6 62.9 68.0 Discounted rates for energy used during off-peak hours 56.3 85.4 59.2 63.9 55.3 74.6 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 64.0 0.0 52.3 0.0 62.8 53.9 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 52.2 52.2 58.5 63.9 54.3 55.7 Rebates and incentives to install solar panels and battery storage 53.1 0.0 34.2 0.0 50.9 41.2 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 47.2 0.0 34.7 0.0 46.7 26.9 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 24.5 46.0 48.5 60.0 33.6 51.4 Discounted rates for low-income households 25.5 62.7 31.9 56.1 28.5 55.5 Rebates and incentives to install electric vehicle charging equipment 31.6 0.0 27.1 0.0 30.5 30.8 Discounted rates for those who have medical equipment in their home 22.5 36.9 19.0 52.2 22.4 35.7 Home Type (Q8) Ownership Status (QD2)
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 27 TABLE 34 INTEREST IN PROGRAMS BY HOUSEHOLD INCOME (SHOWING % VERY OR SOMEWHAT INTERESTED TABLE 35 INTEREST IN PROGRAMS BY ETHNICITY & CUSTOMER TYPE (SHOWING % VERY OR SOMEWHAT INTERESTED TABLE 36 INTEREST IN PROGRAMS BY GENDER, CARE CUSTOMER IN DATABASE & ROOFTOP SOLAR CUSTOMER IN DATABASE (SHOWING % VERY OR SOMEWHAT INTERESTED <$50K
$50K to
<$99K
$100K to
<$149K
$150K to
<$199K $200K+
Rebates and incentives to install energy efficient lighting, appliances, equipment 73.1 71.5 61.6 66.4 61.8 Discounted rates for energy used during off-peak hours 80.8 69.4 58.6 57.7 47.0 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 76.7 65.3 55.4 56.5 62.9 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 69.1 62.9 52.2 51.9 40.4 Rebates and incentives to install solar panels and battery storage 52.1 40.1 45.6 61.1 61.1 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 56.4 45.7 40.8 51.5 37.9 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 40.5 44.8 44.5 37.1 15.6 Discounted rates for low-income households 71.6 58.7 15.3 18.0 14.0 Rebates and incentives to install electric vehicle charging equipment 28.7 21.8 35.1 39.9 39.2 Discounted rates for those who have medical equipment in their home 56.0 27.1 17.9 19.9 9.8 Household Income (QD5)
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other Residential Commercial
Rebates and incentives to install energy efficient lighting, appliances, equipment 72.2 59.5 79.6 55.3 65.2 55.1 Discounted rates for energy used during off-peak hours 48.7 54.7 79.6 60.6 62.2 56.1 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 78.0 52.9 73.0 56.2 61.1 59.5 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 60.5 54.1 59.6 56.3 53.8 58.8 Rebates and incentives to install solar panels and battery storage 69.8 44.8 58.6 35.6 48.3 47.5 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 59.9 40.7 51.8 28.6 44.1 29.4 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 60.9 33.3 39.3 26.6 34.8 64.8 Discounted rates for low-income households 36.6 24.8 56.7 41.6 35.0 0.0 Rebates and incentives to install electric vehicle charging equipment 33.7 23.7 47.7 32.2 30.5 30.8 Discounted rates for those who have medical equipment in their home 19.0 24.9 31.6 38.4 25.9 0.0 Ethnicity (QD4) Customer Type
Male Female Yes No Yes No
Rebates and incentives to install energy efficient lighting, appliances, equipment 71.2 60.8 76.0 60.4 65.1 63.4 Discounted rates for energy used during off-peak hours 63.7 61.9 80.6 55.8 55.4 64.2 Rebates and incentives to make energy-efficiency improvements to your home/business's building, such as improved insulation and windows 63.6 58.7 65.5 60.0 58.5 62.2 Free energy audits and technical assistance on how to improve your household’s/business's energy efficiency and lower bills 55.9 54.1 58.4 53.3 49.9 56.6 Rebates and incentives to install solar panels and battery storage 57.3 37.6 43.4 49.0 52.5 45.6 Rebates and incentives to replace gas appliances and equipment with electric appliances and equipment 46.8 38.8 60.4 38.5 50.6 36.3 Programs that allow customers who are unable to install solar to receive renewable energy generated elsewhere 33.1 38.2 42.1 37.5 14.2 49.7 Discounted rates for low-income households 37.3 36.7 64.9 24.5 26.3 39.8 Rebates and incentives to install electric vehicle charging equipment 39.5 17.7 40.4 28.8 33.8 28.5 Discounted rates for those who have medical equipment in their home 34.5 18.6 42.1 20.2 23.1 27.5 Gender (QD3)
CARE Customer
in Database
Rooftop Solar Customer
in Database
Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 28 REASONS FOR NOT PARTICIPATING IN PROGRAMS Respondents who indicated they were previously aware of a program (Question 9) and were interested in the program, but had yet to participate (Question 10), were subsequently asked if there was a particular obstacle or reason keeping them from participating. Question 11 was presented in an open-ended man-ner so that respondents could cite any obstacle or reason that came to mind without being prompted by or constrained to a particular list of options. True North later reviewed the verbatim respondents and grouped them into the categories shown in Figure 13 below.

Nearly half of respondents (48%) who received Question 11 indicated they weren’t sure or there was no particular reason for not participating in the program(s) to date. Among the specific rea-sons offered, cost was the most common (13%), followed by the fact they are a renter and the landlord would not allow their participation (8%), and they did not have enough need/interest at the moment (7%).

Question 11 You mentioned your household/business would be interested in participating in certain energy programs, but has yet to do so. Is there a particular obstacle or reason keeping you from participating? FIGURE 13 REASON, OBSTACLE FOR NOT PARTICIPATING IN ENERGY PROGRAM COMMUNITY SOLAR PANELS & EV CHARGING STATIONS CEA customers who reside in apartments or mobile homes are often limited in their ability to participate in clean-energy solutions like solar panels, battery storage, and EV charging stations. The decision to make these energy improvements is left to those who own the apartment or complex. Accord-48.1

12.6 8.2

6.6 4.2

4.2 4.1

2.8 2.3

1.8 1.8

1.1 0.9

2.2 1.2
0 10 20 30 40 50
Not sure / No particular reason
Cost
Renter, landlord will not allow
Not enough need, interest at the moment
Was not aware, not sure how to participate
Prefer not to answer
Need more information
Lack of time
Financial issues
Already participated, upgraded
HOA issues
Do not qualify
Due to age of property
Concerns, doubts about saving money
Contacted CEA but no timely response
% Respondents Who Do Not Participate in Energy Programs Energy Improvements & Programs
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 29 ingly, the survey asked respondents who live in an apartment or mobile home whether their community has solar panels (Question 12) and an EV charging station(s) (Question 13). Approxi-mately one-quarter of respondents (26%) who fit this housing category indicated their commu-nity has solar panels (Figure 14), whereas just 8% reported that their community has one or more EV charging stations (Figure 15).

Question 12 Does your <<apartment | mobile home>> community have solar panels? FIGURE 14 SOLAR PANELS AT APARTMENT/MOBILE HOME COMMUNITY Question 13 Does your <<apartment | mobile home>> community have electric vehicle char-gers? FIGURE 15 ELECTRIC VEHICLE CHARGERS AVAILABLE AT APARTMENT/MOBILE HOME COMMUNITY Yes, have solar
panels

26.2 Do not have
solar panels

65.7 Not sure

8.1 Not sure

1.9 Do not have EV
chargers

90.3 Yes, have EV
chargers

7.9 Communication
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 30

C OMMUNICATION
The final substantive questions of the survey focused on CEA customers’ communication habits and preferences, their prior awareness of their status as a CEA customer, as well as any final sug-gestions they may have for CEA regarding ways to better serve their needs.

PRIMARY INFORMATION SOURCE FOR LOCAL EVENTS & PROGRAMS When asked to describe their primary source for information about local events and programs, the Internet in general (not including Social Media) was the most common source (43%), followed by television (20%), social media (14%), and newspapers (9%). Figures 17-20 show how CEA custom-ers’ primary information sources varied by subgroup.

Question 14 Which of the following would you say is your primary source for information about local events and programs?
FIGURE 16 PRIMARY SOURCE OF INFORMATION
FIGURE 17 PRIMARY SOURCE OF INFORMATION BY HOME TYPE & AGE BY THOSE WHO PROVIDED OPINION

43.4 20.3

14.0 8.5

3.4 6.0

4.4 0 10 20 30 40 50
Internet, not including Social Media
Television
Social Media
Newspapers
Radio
None / Don’t pay attention to local events and programs Not sure/Prefer not to answer
% Respondents

49.5 50.7 47.5 44.9

17.9 32.9

24.7 24.2

13.2 23.7 25.8 26.2

31.7 11.8 34.8

18.7 7.7

10.4 2.4

31.1 0.0

1.0 11.7 18.9

3.4 1.8 3.8 4.4 1.3 5.8 3.2 6.1 1.7 2.1 2.9 4.7

52.8 29.8

49.6 34.3

9.8 3.9

10.4 6.1

0.0 0.0 0.8
0 10
20 30
40 50
60 70
80 90
100
Single family Apartment Condo /
Townhome
Mobile home Under 45 45 to 54 55 to 64 65 or older
Home Type (Q8) Age (QD1)
% Respondents Who Provided Opinion
None
Radio
Newspapers
Social Media
Television
Internet, not
Social Media
Communication
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 31 FIGURE 18 PRIMARY SOURCE OF INFORMATION HOW INFORMED ABOUT ENERGY RELATED IMPROVEMENTS & CUSTOMER

CITY BY THOSE WHO PROVIDED OPINION
FIGURE 19 PRIMARY SOURCE OF INFORMATION ETHNICITY & HOUSEHOLD INCOME BY THOSE WHO PROVIDED OPINION

43.6 46.8 47.6

32.7 45.1

13.4 20.8

23.7 11.8

26.2 20.7 22.8

31.6 21.9

4.6 19.5

18.6 12.8

19.5 8.0

4.9 15.4 14.3

3.1 6.6

4.1 22.5 15.0

6.5 2.6 3.1

3.7 2.3 2.9

5.3 3.9 8.6 5.3 10.0

2.3 7.1 7.1

44.1 51.6

40.8 46.7

25.8 3.8 17.4

4.9 3.7 5.5 3.1

4.3 0
10 20
30 40
50 60
70 80
90 100
Well Smwt Slightly / Not
at all
Carlsbad Escondido Oceanside San Marcos Solana Beach
/ Del Mar
Vista
How Informed About Energy Related
Improvements (Q7)
Customer City
% Respondents Who Provided Opinion
None
Radio
Newspapers
Social Media
Television
Internet, not
Social Media

40.4 44.0 44.9

51.8 61.2

0.0 17.5

35.2 26.6

32.4 12.2

28.6 30.3 10.0

10.3 22.0 17.3

24.8 11.6 8.9 10.9

12.9 0.0 6.8

6.4 9.0

4.3 10.3

3.7 0.0

0.9 4.9 1.3

14.8 2.0

5.5 3.2 2.5

11.7 1.0 2.6 5.6

53.3 50.7

32.7 60.6

19.4 9.7

9.3 3.1 6.9 0.0 3.5 0.6
0 10
20 30
40 50
60 70
80 90
100
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other
<$50K $50K to
<$99K
$100K to
<$149K
$150K to
<$199K
$200K+
Ethnicity (QD4) Household Income (QD5)
% Respondents Who Provided Opinion
None
Radio
Newspapers
Social Media
Television
Internet, not
Social Media
Communication
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 32 FIGURE 20 PRIMARY SOURCE OF INFORMATION BY OWNERSHIP STATUS, CUSTOMER TYPE, CARE CUSTOMER IN

DATABASE, GENDER & ROOFTOP SOLAR CUSTOMER IN DATABASE THOSE WHO PROVIDED OPINION EFFECTIVE COMMUNICATION METHODS To help CEA identify the most effective means of communicating with customers, it is helpful to understand which methods of commu-nication they prefer. Accordingly, for each of the methods shown to the left of Figure 21, respon-dents were simply asked to indicate if it would be an effective way for CEA to communicate with them.

Question 15 As I read the following ways that the Clean Energy Alliance can communicate with customers, I'd like to know if you think they would be a very effective, somewhat effective, or not at all effective way for communicating with you/your business.

FIGURE 21 EFFECTIVENESS OF COMMUNICATION METHODS

39.0 47.3 52.6

39.2 45.9 45.2

17.0 26.8

23.0 8.7

25.6 19.8

22.3 24.1

22.2 20.7

23.7 14.0 25.3

11.4 8.2

11.3 11.7

3.8 9.0

4.6 10.2

11.3 7.5

9.6 8.6

3.0 2.3 3.8

1.3 3.0 3.9 3.4

6.7 4.9 5.1 2.7 7.3 4.4 5.2 7.1 5.9

50.9 36.9

46.7 36.0

10.7 20.9

19.2 16.2

8.9 4.0

12.4 2.7

14.7 0
10 20
30 40
50 60
70 80
90 100
Own Rent Residential Commercial Yes No Male Female Yes No Ownership Status (QD2) Customer Type CARE Customer in
Database
Gender (QD3) Rooftop Solar Customer
in Database
% Respondents Who Provided Opinion
None
Radio
Newspapers
Social Media
Television
Internet, not
Social Media

39.3 24.4

26.5 23.7

25.5 16.0

21.5 15.1

3.3 39.9

48.3 42.5

44.1 40.3

38.8 31.1

29.7 13.3

18.5 25.3

29.5 32.1

43.3 52.1

81.2 45.9

29.1 0 10 20 30 40 50 60 70 80 90 100
Email
Clean Energy Alliance website
Newsletters and other materials mailed directly to your house/business
Electronic Newsletters
Utility bill inserts
YouTube Videos
Text Messages
Social Media like Facebook, Instagram and X
Automated phone calls
Q15a Q15d Q15e Q15b Q15i Q15g Q15h Q15c Q15f
% Respondents
Very effective Smwt effective Not at all effective DK/NA Communication
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 33 Overall, CEA customers ranked email (79% very or somewhat effective), the Clean Energy Alliance website (73%), direct mail (69%), electronic newsletters (68%), and utility bill inserts (66%) as the most effective methods for CEA to communicate with them. Preferred communication methods varied considerably across CEA subgroups as shown in tables 37-42.

TABLE 37 EFFECTIVENESS OF COMMUNICATION METHODS BY AGE (SHOWING % VERY EFFECTIVE) TABLE 38 EFFECTIVENESS OF COMMUNICATION METHODS BY CUSTOMER CITY (SHOWING % VERY EFFECTIVE) TABLE 39 EFFECTIVENESS OF COMMUNICATION METHODS BY HOME TYPE & OWNERSHIP STATUS (SHOWING % VERY

EFFECTIVE)
TABLE 40 EFFECTIVENESS OF COMMUNICATION METHODS BY HOUSEHOLD INCOME (SHOWING % VERY EFFECTIVE) Under 45 45 to 54 55 to 64 65 or older
Email 56.6 53.8 32.1 39.8
Newsletters, other materials mailed directly to your house/business 24.7 32.8 27.9 27.5 Utility bill inserts 28.9 23.3 22.9 29.8
Clean Energy Alliance website 32.7 35.7 19.5 24.4
Electronic Newsletters 26.4 28.6 30.1 33.0
Text Messages 33.4 30.9 15.2 18.7
YouTube Videos 27.5 34.8 10.7 8.7
Social Media like Facebook, Instagram and X 28.6 27.1 14.2 6.1 Automated phone calls 4.9 12.1 0.0 0.0
Age (QD1)
Carlsbad Escondido Oceanside San Marcos
Solana
Beach
/ Del Mar Vista
Email 31.6 45.2 36.3 48.4 29.5 39.5
Newsletters, other materials mailed directly to your house/business 27.2 28.2 26.1 18.7 25.7 31.2 Utility bill inserts 24.0 35.8 25.8 23.0 16.4 17.9
Clean Energy Alliance website 25.0 29.6 22.6 21.3 24.9 22.8 Electronic Newsletters 29.4 21.8 19.4 21.4 28.6 27.2
Text Messages 13.2 34.1 18.4 10.2 4.6 33.8
YouTube Videos 12.0 14.5 19.5 23.3 4.7 13.1
Social Media like Facebook, Instagram and X 20.0 9.4 18.5 7.8 7.0 20.0 Automated phone calls 3.3 6.0 1.0 2.2 0.0 5.1
Customer City
Single
family Apartment
Condo/
Townhome
Mobile
home Own Rent
Email 41.7 29.9 55.6 36.7 43.6 33.8
Newsletters, other materials mailed directly to your house/business 24.2 36.0 30.4 53.2 27.0 27.0 Utility bill inserts 25.9 34.1 15.5 44.3 23.1 27.3
Clean Energy Alliance website 24.0 17.3 32.1 54.0 26.1 19.3 Electronic Newsletters 28.2 17.3 28.5 8.6 27.8 15.5
Text Messages 16.9 31.9 25.6 31.1 19.1 26.4
YouTube Videos 16.0 17.1 21.3 6.5 16.0 17.8
Social Media like Facebook, Instagram and X 12.8 22.0 13.5 31.1 13.5 19.5 Automated phone calls 1.1 10.3 1.8 0.0 1.0 8.8
Home Type (Q8) Ownership Status (QD2)
<$50K
$50K to
<$99K
$100K to
<$149K
$150K to
<$199K $200K+
Email 42.1 45.4 45.3 42.9 40.5
Newsletters, other materials mailed directly to your house/business 39.6 15.2 26.9 19.4 29.5 Utility bill inserts 39.7 22.8 23.7 35.7 6.7
Clean Energy Alliance website 37.1 30.8 17.1 14.0 23.7
Electronic Newsletters 26.0 25.8 18.7 27.5 31.6
Text Messages 42.7 23.2 21.4 10.1 17.1
YouTube Videos 23.9 23.4 16.5 8.7 14.0
Social Media like Facebook, Instagram and X 24.6 28.4 8.4 6.9 11.2 Automated phone calls 5.1 6.6 0.0 1.3 0.0
Household Income (QD5)
Communication
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 34 TABLE 41 EFFECTIVENESS OF COMMUNICATION METHODS BY ETHNICITY & CUSTOMER TYPE (SHOWING % VERY

EFFECTIVE)
TABLE 42 EFFECTIVENESS OF COMMUNICATION METHODS BY GENDER, CARE CUSTOMER IN DATABASE & ROOFTOP SOLAR CUSTOMER IN DATABASE (SHOWING % VERY EFFECTIVE)
CLEAN ENERGY ALLIANCE CUSTOMER AWARENESS Among respondents who opted into the survey, most (78%) were aware prior to taking the survey that the energy their household or business receives is provided by Clean Energy Alliance (Figure 22). Awareness of being a CEA customer generally increased with age and income, and was highest among those living in single family homes and mobile homes, residents/businesses in Carlsbad, Escondido, Solana Beach and Del Mar, residential customers, males, Asians and Caucasians, those who felt somewhat informed about energy-efficiency programs, customers with rooftop solar, and those who own their residence (see figures 23-26).

Question 16 Prior to taking this survey, were you aware that the energy your household/busi-ness uses is provided by the Clean Energy Alliance? FIGURE 22 AWARENESS OF CLEAN ENERGY ALLIANCE
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed /
Other Residential Commercial
Email 52.5 41.2 47.4 35.9 41.4 25.0
Newsletters, other materials mailed directly to your house/business 24.3 27.8 31.6 23.9 27.9 16.6 Utility bill inserts 20.7 24.3 31.1 30.5 26.4 19.2
Clean Energy Alliance website 23.4 18.0 34.8 25.8 25.7 15.4 Electronic Newsletters 22.2 26.2 35.3 19.2 25.9 8.1
Text Messages 16.0 15.9 38.7 23.9 22.2 16.6
YouTube Videos 16.9 10.5 28.6 20.0 16.5 12.7
Social Media like Facebook, Instagram and X 8.1 9.6 28.0 13.4 14.9 16.7 Automated phone calls 0.0 0.7 5.1 10.5 2.8 6.8
Ethnicity (QD4) Customer Type
Male Female Yes No Yes No
Email 42.5 39.6 48.4 36.7 41.3 38.4
Newsletters, other materials mailed directly to your house/business 25.6 30.2 42.7 21.7 22.5 28.3 Utility bill inserts 24.6 26.5 34.6 22.8 23.2 26.6
Clean Energy Alliance website 26.6 23.1 43.5 18.8 21.4 25.8 Electronic Newsletters 30.7 23.1 24.8 23.3 32.3 19.7
Text Messages 23.9 21.7 44.9 14.6 15.0 24.5
YouTube Videos 18.8 15.0 24.0 13.7 16.3 15.9
Social Media like Facebook, Instagram and X 15.3 15.1 25.1 12.1 14.8 15.2 Automated phone calls 4.2 1.6 8.7 1.7 1.0 4.3
Gender (QD3) CARE Customer Rooftop Solar Customer
Prefer not to
answer

0.6 Not sure

3.3 Not aware of
CEA

18.1 Yes, aware of
CEA

78.0 Communication
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 35 FIGURE 23 AWARENESS OF CLEAN ENERGY ALLIANCE BY AGE & HOME TYPE FIGURE 24 AWARENESS OF CLEAN ENERGY ALLIANCE BY CLEAN ENERGY ALLIANCE BY CUSTOMER CITY, CUSTOMER

TYPE & GENDER

86.5 69.1

77.5 83.5 85.5 84.2 82.0

73.8 0
10 20
30 40
50 60
70 80
90 100
Under 45 45 to 54 55 to 64 65 or older Single family Apartment Condo / Townhome
Mobile home
Age (QD1) Home Type (Q8)
% Respondents Who Are Aware
of Clean Energy Alliance

81.9 75.9

81.1 56.0

86.1 75.1

85.5 82.6

72.6 72.6
0 10
20 30
40 50
60 70
80 90
100
Carlsbad Escondido Oceanside San Marcos Solana Beach
/ Del Mar
Vista Residential Commercial Male Female
Customer City Customer Type Gender (QD3)
% Respondents Who Are Aware
of Clean Energy Alliance
Communication
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 36 FIGURE 25 AWARENESS OF CLEAN ENERGY ALLIANCE BY CLEAN ENERGY ALLIANCE BY ETHNICITY & HOUSEHOLD INCOME
FIGURE 26 AWARENESS OF CLEAN ENERGY ALLIANCE BY CLEAN ENERGY ALLIANCE BY HOW INFORMED ABOUT ENERGY

RELATED IMPROVEMENTS, CARE CUSTOMER IN DATABASE, ROOFTOP SOLAR CUSTOMER IN DATABASE & OWNERSHIP STATUS
SUGGESTIONS ON HOW CEA CAN BETTER SERVE The final substantive question of the survey asked customers if they had any suggestions for how Clean Energy Alliance could bet-ter serve them/their business. Presented in an open-ended manner, respondents were at liberty to mention any improvement that came to mind without being prompted by or limited to a list of options. True North subsequently reviewed the verbatim comments and grouped them into the categories shown in Figure 27 on the next page. More than half of respondents did not have a suggestion for improvement (48%) or preferred to not answer the question (5%). Among the spe-cific suggestions, reducing rates/costs was the most common (27%), followed by providing more detailed information to customers on topics like rates, bill breakdowns, programs, and savings (8%), and financial assistance for solar panels, energy efficient appliances (2%) or in general (2%).

74.4 66.0

83.1 91.3

96.3 66.2

76.4 86.7 86.1
0 10
20 30
40 50
60 70
80 90
100
Asian
American
Caucasian /
White
Latino /
Hispanic
Mixed / Other <$50K $50K to <$99K $100K to
<$149K
$150K to
<$199K
$200K+
Ethnicity (QD4) Household Income (QD5)
% Respondents Who Are Aware
of Clean Energy Alliance

77.4 84.3

75.1 83.6

65.3 74.2

87.7 71.6

79.9 0
10 20
30 40
50 60
70 80
90 100
Well Smwt Slightly / Not
at all
Yes No Yes No Own Rent
How Informed About Energy Related
Improvements (Q7)
CARE Customer in Database Rooftop Solar Customer in
Database
Ownership Status (QD2)
% Respondents Who Are Aware
of Clean Energy Alliance
Communication
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 37 Question 17 If the Clean Energy Alliance could do one thing to better serve you/your business, what would that be?
FIGURE 27 ONE THING CEA COULD DO TO BETTER SERVE CUSTOMERS

48.4 27.3

8.4 4.7

1.8 1.7

1.7 1.2

1.2 0.9

0.7 1.0

0.7 0 10 20 30 40 50
Not sure / Nothing comes to mind
Reduce rates, cost
Provide more detailed information (rates, bill breakdowns, programs, savings)
Prefer not to answer
Financial assistance to install solar panels, energy efficient appliances
Provide more incentives, rebates
Improve, provide more communication, transparency
Remove CEA
Better explanation of CEA vs SDG&E
Earlier bill delivery
Remove SDG&E
Increase energy production, efficiency
Reduce dividends to shareholders
% Respondents
Background & Demographics
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 38 B ACKGROUND & D EMOGRAPHICS TABLE 43 DEMOGRAPHICS OF SAMPLE Table 43 presents the key demographic and
background information collected during the
survey. The primary motivation for collecting the
information was to provide a better insight into
how results of the substantive questions of the
survey vary by customer characteristics, as well
as ensure that the sample aligns with CEA’s cus-tomer database on key characteristics.

Total Respondents 509
Home Type (Q8)
Single family 50.1
Apartment 15.5
Condo / Townhome 16.9
Mobile home 2.9
Prefer not to answer 14.6
Age (QD1) Residential only
Under 45 15.0
45 to 54 13.2
55 to 64 8.4
65 or older 28.7
Prefer not to answer 34.8
Ownership Status (QD2)
Own 65.1
Rent 29.9
Prefer not to answer 5.1
Gender (QD3) Residential only
Male 48.3
Female 46.3
Other 1.3
Prefer not to answer 4.1
Ethnicity (QD4) Residential only
Asian American 5.4
Caucasian / White 32.0
Latino / Hispanic 27.2
Mixed / Other 6.0
Prefer not to answer 29.3
Household Income (QD5) Residential only
<$50K 19.3
$50K to <$99K 15.6
$100K to <$149K 14.4
$150K to <$199K 8.9
$200K+ 12.3
Prefer not to answer 29.6
Employees at Worksite (QD6) Commercial only
0 5.8
1 to 2 22.2
3 to 5 21.7
6 to 10 13.2
More than 10 31.9
Prefer not to answer 5.3
Customer Type
Residential 87.5
Commercial 12.5
Customer City
Carlsbad 18.4
Escondido 20.8
Oceanside 25.9
San Marcos 14.8
Solana Beach / Del Mar 3.8
Vista 16.2
CARE Customer in Database
Yes 22.8
No 77.2
Rooftop Solar Customer in Database
Yes 31.4
No 68.6
Methodology
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 39

M ETHODOLOGY
The following sections outline the methodology used in the study, as well as the motivation for using certain techniques.

QUESTIONNAIRE DEVELOPMENT Dr. McLarney of True North Research worked closely with Clean Energy Alliance to develop a questionnaire that covered the topics of interest and avoided many possible sources of systematic measurement error, including position-order effects, wording effects, response-category effects, scaling effects, and priming. Several ques-tions included multiple individual items. Because asking items in a set order can lead to a sys-tematic position bias in responses, items were asked in random order for each respondent.

Some questions asked in this study were presented only to a subset of respondents. For exam-ple, only respondents who indicated they live in an apartment or mobile home (Question 8) were asked if their community has solar panels (Question 12) and electric vehicle chargers (Question 13). The questionnaire included with this report (see Questionnaire & Toplines on page 42) iden-tifies the skip patterns used during the interview to ensure that each respondent received the appropriate questions.

PROGRAMMING, PRE-TEST & TRANSLATION Prior to fielding the survey, the ques-tionnaire was CATI (Computer Assisted Telephone Interviewing) programmed to assist interview-ers when conducting the phone interviews. The CATI program automatically navigates the skip patterns, randomizes the appropriate question items, and alerts interviewers to certain types of keypunching mistakes should they happen during the interview. The survey was also pro-grammed into a passcode-protected online survey application to allow online participation for sampled residents. The integrity of the questionnaire was pre-tested internally by True North and by dialing into random homes in CEA’s service area prior to formally beginning the survey. The final residential customer questionnaire was also professionally translated into Spanish to allow for data collection in English and Spanish.

SAMPLE, RECRUITING & DATA COLLECTION Starting with a comprehensive list of residential and commercial customers provided by CEA, True North stratified by member city and account type (residential vs. commercial) to ensure a proportional sample on these dimen-sions. Customers were then randomly selected within their appropriate strata. Once selected for inclusion in the study, customers were initially invited to participate in the survey online at a secure, passcode-protected website designed and hosted by True North. Customers were recruited using email invitations and text invitations, and each was assigned a unique passcode to ensure that only CEA customers who received an invitation could access the online survey site, and that the survey could be completed only one time per passcode. Email reminder notices were also sent to encourage participation among those who had yet to take the survey. Following a period of online data collection, True North placed calls to land lines and cell phone numbers of residential and commercial customers that had yet to participate in the online survey.

Telephone interviews averaged 16 minutes in length and were conducted during weekday eve-nings (5:30PM to 9PM) and on weekends (10AM to 5PM) for residential customers, and from 9AM to 5PM weekdays for commercial accounts. A total of 509 surveys were completed among resi-dential (445) and commercial (64) customers between April 9 and April 18, 2025 Methodology
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 40 MARGIN OF ERROR DUE TO SAMPLING The results of the survey can be used to esti-mate the opinions of all CEA customers. Because not every customer in CEA’s service area partic-ipated in the survey, however, the results have what is known as a statistical margin of error due to sampling. The margin of error refers to the difference between what was found in the survey of 509 customers for a particular question and what would have been found if all 261,826 CEA customers had been interviewed.

Figure 28 provides a plot of the maximum margin of error in this study. The maximum margin of error for a dichotomous percentage result occurs when the answers are evenly split such that 50% provide one response and 50% provide the alternative response. For this survey, the maxi-mum margin of error is ± 4.3% for questions answered by all 509 respondents.

FIGURE 28 MAXIMUM MARGIN OF ERROR
Within this report, figures and tables show how responses to certain questions varied by demo-graphic characteristics such as age of the respondent, home ownership status, and account type.

Figure 28 is thus useful for understanding how the maximum margin of error for a percentage estimate will grow as the number of individuals asked a question (or in a particular subgroup) shrinks. Because the margin of error grows exponentially as the sample size decreases, the reader should use caution when generalizing and interpreting the results for small subgroups.

DATA PROCESSING Data processing consisted of checking the data for errors or inconsis-tencies, coding and recoding responses, categorizing verbatim responses, weighting the data to make minor adjustments to the sample profile, and preparing frequency analyses and crosstabu-lations. 509 Respondents
± 4.3%
0%
2%
4%
6%
8%
10%
12%
14%
0 100 200 300 400 500 600 700 800 900 1000 1100 1200 1300 1400 1500 1600 Sample Size (Number of Respondents)
Margin of Error
Methodology
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 41 ROUNDING Numbers that end in 0.5 or higher are rounded up to the nearest whole num-ber, whereas numbers that end in 0.4 or lower are rounded down to the nearest whole number.

These same rounding rules are also applied, when needed, to arrive at numbers that include a decimal place in constructing figures and tables. Occasionally, these rounding rules lead to small discrepancies in the first decimal place when comparing tables and charts for a given question.

Due to rounding, some figures and narrative include numbers that add to more than or less than 100%.

Questionnaire & Toplines
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 42 Q UESTIONNAIRE & T OPLINES

True North Research, Inc. © 2025 Page 1
Clean Energy Alliance Survey
Final Toplines (n=509)
April 2025
Section 1: Introduction to Study
Hi, may I please speak to: _____. Hi, my name is _____ and I’m calling from TNR on behalf of the Clean Energy Alliance, your household’s/business’ electricity provider. We’re conducting a survey of customers about important electricity-related issues and would like to get your opinions.

If needed or doesn’t recognize Clean Energy Alliance: The City of <city name> joined with several other North County cities to form the Clean Energy Alliance. Although SDG&E delivers electricity to your home/business and manages billing, the energy your household/business receives is purchased by the Clean Energy Alliance directly from energy suppliers or generated locally.

Section 2: Importance of Issues
Q1
To begin, what would you say is the most important issue or challenge facing your community today? Verbatim responses recorded and later grouped into categories shown below.

Not sure / Nothing comes to mind 25%
High cost of living, affordability 20%
High cost of electricity 11%
Government / Political issues 9%
High utility rates 5%
Climate change / Environmental issues 4%
Housing availability, affordability 4%
Economy 3%
Homelessness 3%
Inflation 2%
Traffic 2%
Public safety 2%
Infrastructure 2%
Availability, cost of insurance 2%
No issues / Everything is fine 2%
Immigration issues 1%
High taxes 1%
Power outages / Grid concerns 1%
Water concerns 1%
Questionnaire & Toplines
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 43 Clean Energy Alliance Customer Survey April 2025
True North Research, Inc. © 2025 Page 2
Q2
Next, I’m going to read a list of specific issues. For each one, please tell me how concerned you are about the issue. Here is the (first/next) issue: _____. Would you say you are very concerned, somewhat concerned, slightly concerned, or not at all concerned about this issue?
Randomize. Split Sample B1/B2, C1/C2
Very
concerned
Somewhat
concerned
Slightly
concerned
Not at all
concerned
Prefer not
to answer
A Cost of living in general 73% 18% 7% 1% 0%
B1 Paying for essentials like food, gas, and
electricity 61% 21% 11% 7% 0%
B2 Cost of electricity 68% 22% 6% 4% 0%
C1 Climate change 46% 23% 8% 22% 1%
C2 Greenhouse gas emissions 33% 34% 15% 15% 4%
D Air pollution 38% 32% 20% 10% 0%
E Protecting the environment 55% 20% 19% 6% 0%
F Traffic congestion 38% 37% 18% 7% 0%
G The pace of construction and development 22% 33% 26% 17% 2% H Addressing homelessness 46% 29% 15% 10% 1%
Section 3: Electricity Issues & Priorities
Q3
Turning now to the topic of energy, I’m going to read a list of specific issues. For each one, please tell me how important this issue is to you/your business. Here is the (first/next) issue: _____. Do you think this issue is extremely important, very important, somewhat important, or not at all important?
Randomize
Extremely important
Very
important
Somewhat
important
Not at all
important
Not sure
Prefer not
to answer
A Creating good-paying jobs in the energy
sector 23% 29% 29% 15% 2% 3%
B Reducing your home’s/business’ energy
costs 55% 26% 15% 4% 0% 0%
C Receiving a discount on your energy bill if
you use less energy during peak periods 44% 24% 20% 8% 2% 2% D Addressing climate change by reducing
greenhouse gas emissions 35% 28% 20% 13% 2% 1%
E Having cleaner air to breathe in your
home/building 50% 27% 17% 4% 1% 1%
F
Ensuring that low-income households and
underserved populations have the same
opportunities to transition to clean energy
32% 31% 22% 13% 2% 1%
G Generating more electricity locally through
rooftop solar and other small installations 37% 27% 22% 8% 4% 2% H Avoiding power outages at your
home/business 43% 31% 17% 6% 0% 2%
Questionnaire & Toplines
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 44 Clean Energy Alliance Customer Survey April 2025
True North Research, Inc. © 2025 Page 3
Q4
Next, I’m going to read a short list of actions that could be taken in the future. As I read each item, please indicate whether you think it should be a high priority, medium priority, or low priority for your community. If you think the action shouldn’t be taken, please indicate so. Also, please keep in mind that not all items can be high priorities.

Here is the (first/next) one: _____. Should this be a high, medium, or low priority for the future – or should we not take this action?
Randomize
High priority
Medium
priority
Low priority Should NOT
take this
action
Not sure
Prefer not to
answer
A Requiring all new construction to be all-electric to improve indoor air quality 22% 24% 20% 25% 7% 2% B
Increasing the number of electric cars,
trucks, and buses to reduce greenhouse
gas emissions and air pollution
28% 28% 25% 12% 4% 3%
C
Improving the reliability of energy supplies
by building large-scale renewable energy
generating systems locally in the San
Diego region
39% 34% 14% 6% 6% 2%
D
Installing more small-scale renewable
energy systems like solar on home/small
business rooftops and parking lots
40% 36% 14% 5% 3% 2%
E
Improving the energy efficiency of
buildings so they use less energy and have
lower energy bills
50% 33% 12% 3% 1% 2%
F
Providing job training and certification
programs to fill the need for skilled
workers in the clean energy sector
38% 38% 14% 6% 2% 1%
G Helping low-income families pay their
energy bills 41% 24% 22% 10% 1% 1%
H
Improving access to technical experts who
can advise on energy saving projects in
the home/for businesses
24% 34% 31% 7% 3% 2%
I Creating more back-up power systems that
can operate during a power outage 41% 39% 15% 3% 1% 1%
J Increasing the number of public access
charging stations for electric vehicles 26% 25% 32% 10% 4% 2% K Incentivizing customers to better manage
energy use during high-demand periods 39% 35% 17% 5% 2% 2% L
Upgrading the electric grid and
infrastructure, including undergrounding
utility wires, expanding grid capacity, and
replacing outdated equipment
60% 25% 9% 0% 3% 2%
M
Streamlining the process and shortening
the time it takes to connect new solar,
back-up batteries, and other renewable
energy projects to the grid.
34% 38% 16% 2% 8% 2%
Questionnaire & Toplines
Clean Energy Alliance True North Research, Inc. © 2025 . . . . . . . . . . . . . . . . 45 Clean Energy Alliance Customer Survey April 2025
True North Research, Inc. © 2025 Page 4
Q5
Is there an energy-related project or program not previously mentioned that you think should be a high priority for your community? If yes, ask: Please briefly describe it to me. Verbatim responses recorded and later grouped into categories shown below.

No other high priorities / Nothing comes to
mind 75%
Reduce electricity rates, bills 7%
Program to retrofit roof for solar panels 4%
Prefer not to answer 3%
Pursue nuclear energy resources 2%
Educate customers about electricity, usage
in general 1%
Improve, provide battery storage, backup 1%
Support community solar, backup, energy
efficiency efforts 1%
Pursue more wind, hydroelectric power
resources 1%
Pursue geothermal energy resources 1%
Improve, address fire prevention measures 1%
Provide incentives for solar, energy
efficiency efforts 1%
Section 4: Energy Improvements & Programs
Q6
Next, I’m going to read a list of energy improvements that can be made to a home/building. For each, please say ‘yes’ if your current home/business’s building has this improvement – ‘no’ if not.

Randomize
Yes
No
Not sure
Prefer not
to answer
A Electric vehicle charging station 21% 73% 3% 3%
B An electric furnace 20% 66% 12% 2%
C An electric stove 26% 71% 2% 1%
D An electric heat pump water heater 22% 62% 14% 2%
E Solar panels 44% 50% 5% 1%
F Back-up battery storage 18% 69% 11% 2%
G Improved insulation, windows, roof, or
other weatherization improvements 55% 34% 8% 2%
H Energy efficient lighting 78% 13% 8% 1%
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I
Smart home energy/Building management
system that monitors, controls heating/air
conditioning, lighting, appliances to
optimize performance, reduce energy use
43% 45% 10% 2%
Q7
In general, how informed do you feel about the programs and services that are available to help residents/businesses with energy-related improvements? Would you say you feel well informed, somewhat informed, slightly informed, or not at all informed? 1 Well informed 15%
2 Somewhat informed 38%
3 Slightly informed 32%
4 Not at all informed 14%
98 Not sure 0%
99 Prefer not to answer 1%
Q8 So that I can limit the following questions to just those that apply to your home, which of the following best describes your current home? (asked of residents only) 1 Single family detached home 57%
2 Apartment 18%
3 Condominium or Townhome 19%
4 Mobile home 3%
99 Prefer not to answer 2%
Q9
As I read the following list of programs that may be available in your community, please indicate if you were aware of the program’s existence prior to taking the survey.

Here is the (first/next) one: _____.

Randomize
Yes, was
aware
No, was
not aware
Not sure
Prefer not
to answer
All respondents receive items A-F.

A Discounted rates for energy used during
off-peak hours 79% 18% 2% 1%
B
Programs that allow customers who are
unable to install solar to receive renewable
energy generated elsewhere
23% 66% 9% 2%
C
Free energy audits and technical
assistance on how to improve your
household’s/business’ energy efficiency
and lower bills
44% 47% 7% 2%
D
Rebates and incentives to install energy
efficient lighting, appliances, and
equipment
44% 47% 7% 2%
E Discounted rates for low-income
households (asked of residents only) 67% 27% 5% 1%
F
Discounted rates for those who have
medical equipment in their home (asked of
residents only)
44% 47% 7% 2%
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Only ask items G-J if Q8=(1,3)
G
Rebates and incentives to replace gas
appliances and equipment with electric
appliances and equipment
31% 63% 5% 1%
H Rebates and incentives to install electric
vehicle charging equipment 35% 56% 6% 2%
I
Rebates and incentives to make energy-efficiency improvements to your home/business’ building, such as
improved insulation and windows
46% 48% 5% 1%
J Rebates and incentives to install solar
panels and battery storage 61% 32% 6% 1%
Q10
For the same list of programs, please indicate how interested your household/business would be in participating in the program. If your household/business is already participating in the program, please indicate so.

Here is the (first/next) one: _____. Would you be very interested, somewhat interested, or not interested in participating in this program?
Randomize
Very
interested
Somewhat
interested
Not
interested
Already
participating
Not sure
Prefer not to
answer
All respondents receive items A-F.

A Discounted rates for energy used during
off-peak hours 42% 19% 14% 20% 2% 2%
B
Programs that allow customers who are
unable to install solar to receive renewable
energy generated elsewhere
17% 21% 44% 6% 7% 4%
C
Free energy audits and technical
assistance on how to improve your
household’s/business’ energy efficiency
and lower bills
26% 29% 32% 6% 5% 3%
D
Rebates and incentives to install energy
efficient lighting, appliances, and
equipment
35% 29% 21% 8% 4% 3%
E Discounted rates for low-income
households (asked of residents only) 23% 12% 52% 5% 4% 4% F
Discounted rates for those who have
medical equipment in their home (asked of
residents only)
15% 11% 63% 5% 3% 4%
Only ask items G-J if Q8=(1,3)
G
Rebates and incentives to replace gas
appliances and equipment with electric
appliances and equipment
17% 24% 46% 4% 6% 2%
H Rebates and incentives to install electric
vehicle charging equipment 14% 16% 58% 5% 3% 2%
I
Rebates and incentives to make energy-efficiency improvements to your home/business’ building, such as
improved insulation and windows
30% 31% 28% 7% 2% 2%
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J Rebates and incentives to install solar
panels and battery storage 23% 26% 31% 13% 5% 3%
Ask Q11 if Q9=1 AND Q10=(1,2) for any item A-J. Otherwise skip to instruction preceding Q12.

Q11
You mentioned your household/business would be interested in participating in certain energy programs, but has yet to do so. Is there a particular obstacle or reason keeping you from participating? If yes, ask: Please briefly describe the reason to me. Verbatim responses recorded and later grouped into categories shown below.

Not sure / No particular reason 48%
Cost 13%
Renter, landlord will not allow 8%
Not enough need, interest at the moment 7%
Need more information 4%
Was not aware, not sure how to participate 4%
Prefer not to answer 4%
Lack of time 3%
Financial issues 2%
Do not qualify 2%
Already participated, upgraded 2%
HOA issues 2%
Due to age of property 1%
Contacted CEA but no timely response 1%
Concerns, doubts about saving money 1%
Ask Q12 & Q13 if Q8=(2,4). Choose home type based on Q8 answer. Otherwise skip to Q14.

Q12 Does your <<apartment
| mobile home>> community have solar panels? (asked of
residents only)
1 Yes 26%
2 No 66%
98 Not sure 8%
99 Prefer not to answer 0%
Q13 Does your <<apartment
| mobile home>> community have electric vehicle chargers? (asked of residents only)
1 Yes 8%
2 No 90%
98 Not sure 2%
99 Prefer not to answer 0%
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Section 5: Communication
Q14 Which of the following would you say is your primary source for information about local events and programs? Ask items 1-5 in random order.
1 Newspapers 9%
2 Television 20%
3 Radio 3%
4 Internet, not including Social Media 43%
5 Social Media 14%
6 None/Don’t pay attention to local
events and programs 6%
98 Not sure 3%
99 Prefer not to answer 1%
Q15
As I read the following ways that the Clean Energy Alliance can communicate with customers, I’d like to know if you think they would be a very effective, somewhat effective, or not at all effective way for communicating with you/your business.

Randomize
Very
Somewhat
Not at all
Prefer not
to answer
A Email 39% 40% 19% 2%
B Electronic Newsletters 24% 44% 30% 3%
C Social Media like Facebook, Instagram and
X 15% 30% 52% 3%
D Clean Energy Alliance website 24% 48% 25% 2%
E Newsletters and other materials mailed
directly to your house/business 26% 43% 29% 2%
F Automated phone calls 3% 13% 81% 2%
G YouTube Videos 16% 39% 43% 2%
H Text Messages 21% 31% 46% 2%
I Utility bill inserts 26% 40% 32% 2%
Q16 Prior to taking this survey, were you aware that the energy your household/business uses is provided by the Clean Energy Alliance?
1 Yes 78%
2 No 18%
98 Not sure 3%
99 Prefer not to answer 1%
Questionnaire & Toplines
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Q17
If the Clean Energy Alliance could do one thing to better serve you/your business, what would that be? Verbatim responses recorded and later grouped into categories shown below.

Not sure / Nothing comes to mind 48%
Reduce rates, cost 27%
Provide more detailed information (rates,
bill breakdowns, programs, savings) 8%
Prefer not to answer 5%
Financial assistance to install solar panels,
energy efficient appliances 2%
Improve, provide more communication,
transparency 2%
Provide more incentives, rebates 2%
Reduce dividends to shareholders 1%
Better explanation of CEA vs SDG&E 1%
Increase energy production, efficiency 1%
Remove SDG&E 1%
Remove CEA 1%
Earlier bill delivery 1%
Section 6: Background & Demographics
Thank you so much for your participation. I have just a few background questions for statistical purposes.

D1 In what year were you born? (asked of residents only) Year coded into age categories shown below.

Under 35 8%
35 to 44 9%
45 to 54 15%
55 to 64 10%
65 or older 33%
Prefer not to answer 25%
D2 Do you own or rent your current residence/lease the building your business is in? 1 Own 65%
2 Rent 30%
99 Prefer not to answer 5%
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D3 What is your gender? (asked of residents only)
1 Male 48%
2 Female 46%
3 Other 1%
99 Prefer not to answer 4%
D4 What ethnic group do you consider yourself a part of or feel closest to? (asked of residents only)
1 African-American/Black 2%
2 American Indian or Alaskan Native <1%
3 Asian -- Korean, Japanese, Chinese,
Vietnamese, Indian, Filipino or other
Asian
6%
4 Caucasian/White 37%
5 Latino/Hispanic 31%
6 Middle Eastern <1%
7 Pacific Islander 1%
8 Mixed Heritage 2%
98 Other 1%
99 Prefer not to answer 19%
D5
This last question is for statistical purposes only. As I read the following income categories, please stop me when I reach the category that best represents your household’s total annual income before taxes. (asked of residents only) 1 Under $50,000 22%
2 $50,000 to less than $100,000 18%
3 $100,000 to less than $150,000 17%
4 $150,000 or $200,000 10%
5 More than $200,000 14%
98 Not sure 0%
99 Prefer not to answer 19%
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D6 How many people are currently employed at your worksite? (asked of businesses only) 1 0 6%
2 1 to 2 22%
3 3 to 5 22%
4 6 to 10 13%
5 More than 10 32%
98 Prefer not to answer 5%
Thanks so much for participating in this important survey! This survey was conducted for the Clean Energy Alliance.

Post-Interview & Sample Items
S1 Customer Type
Residential 87%
Commercial 13%
S2 Customer City
Carlsbad 18%
Del Mar 1%
Escondido 21%
Oceanside 26%
San Marcos 15%
Solana Beach 3%
Vista 16%
S3 CARE Customer in Database
Yes 23%
No 77%
S4 Rooftop Solar Customer in Database
Yes 31%
No 69%
Staff Report
DATE: May 29, 2025
TO: Clean Energy Alliance Board of Directors
FROM: Greg Wade, Chief Executive Officer
ITEM 3: Ratifying Amendment No. 1 and Approving and Authorizing Execution of Amendment No. 2 to the Professional Services Agreement with BrenTech, Inc. for Information and Technology (IT) Services
RECOMMENDATION:

Adopt Resolution No. 2025-020 ratifying Amendment No. 1 and approving and authorizing execution of Amendment No. 2 to the Professional Services Agreement (PSA) with BrenTech, Inc. for Information and Technology (IT) services.

BACKGROUND AND DISCUSSION:

On November 21, 2023, Clean Energy Alliance (CEA) executed a PSA with BrenTech, Inc. (BrenTech) to provide IT consultant services ($14,000) and computer hardware, software and equipment purchases ($30,000) to support CEA and its staff for total compensation not to exceed $44,000. On July 31, 2024, CEA and BrenTech executed Amendment No. 1 to the PSA which allowed for $28,000 of additional consultant services (total of $42,000) and additional equipment purchases of $40,000 (total of $70,000) for a not-to-exceed contract amount of $68,000. Pursuant to Amendment No. 1, the term of the PSA was to expire after 200 hours of consultant services had been provided. We are nearing the end of this allocation and, therefore, a third amendment is necessary to continue to provide these vital services to CEA.

As staff has begun expanding, CEA’s IT service needs and equipment purchases are also expanding.

Additionally, CEA recently implemented a migration from the Google Workspace platform to the Microsoft Office 365 SharePoint platform. BrenTech provided invaluable support during this transition as they have with onboarding employees. Maintaining CEA’s contractual relationship with BrenTech during these formative years and staff expansion is essential to providing quality service to our customers, improving and protecting our information systems and ensuring we are operating at optimal efficiency.

During the execution of Amendment No. 1, it was not anticipated that contract costs would exceed the $100,000 threshold requiring CEA Board approval. During this fiscal year, however, total compensation expended under this PSA is expected to exceed $100,000. Amendment No. 2 will also surpass this May 29, 2025
BrenTech PSA Amendments

threshold. As such, staff is seeking Board ratification of Amendment No. 1 and approval of Amendment No. 2 to the PSA with BrenTech for IT consultant services and equipment purchases. Services provided under this Amendment No. 2 will begin on June 1, 2025. For Amendment No. 1, BrenTech held the hourly rates at the 2023 levels. For this Amendment No. 2, BrenTech has indicated that their rates will increase to current level. Therefore, Exhibit C (Compensation) of the PSA will be amended to reflect the update rates and the level of compensation recommended in Amendment No. 2 to the PSA.

FISCAL IMPACT:

Attached to this staff report are Amendments No. 1 and 2 to the PSA with BrenTech. With the increase in CEA staffing, it is anticipated that a corresponding increase in consultant services and equipment purchases will be needed. As such, Amendment No. 2 allocates four hundred (400) hours of consultant services at a total amount of $53,200 and an additional $40,000 for equipment for a total contract amount not to exceed $93,200. CEA Board ratification and authorization is required as the total amount of consultant services and equipment under this PSA exceeds $100,000. Funds have been budgeted in the Fisal Year (FY) 2024-25 Budget to support Amendment No. 1 and will be budgeted in the FY 2025-26 Budget for the services anticipated under Amendment No. 2.

Submitted for Board consideration:
___________________________________
Gregory Wade
Chief Executive Officer
ATTACHMENTS:

A. Resolution No. 2025-020
B. Amendment No. 1 to the Professional Services Agreement with BrenTech, Inc.

C. Amendment No. 2 to the Professional Services Agreement with BrenTech, Inc.

CLEAN ENERGY ALLIANCE
RESOLUTION NO. 2025-020

A RESOLUTION OF THE BOARD OF DIRECTORS OF CLEAN ENERGY
ALLIANCE RATIFYING AMENDMENT NO. 1 AND APPROVING
AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT
WITH BRENTECH, INC.

WHEREAS, Clean Energy Alliance (CEA) is a Joint Powers Authority, formed in November 2019, whose members cities include Carlsbad, Del Mar, Escondido, Oceanside, San Marcos, Solana Beach and Vista; and
WHEREAS, as a load serving entity with a load that has grown from its conception in 2019 to its current service area and staffing level in 2025, CEA requires the continuing services of ifs Information and Technology (IT) services consultant, BrenTech, Inc. (BrenTech); and WHEREAS, the Interim Chief Executive Officer (CEO) of CEA executed an initial Professional Services Agreement (PSA) with BrenTech on November 21, 2023; and WHEREAS, the Chief Executive Officer (CEO) of CEA executed Amendment No. 1 to the PSA with BrenTech on July 31, 2024; and
WHEREAS, as CEA’s service territory has expanded, additional staff has been hired and CEA’s need for IT support services has also grown and the CEA Board or Directors (Board) now desires to ratify Amendment No. 1 and approve Amendment No. 2 to extend its PSA for IT Services with BrenTech beginning on June 1, 2025.

NOW, THEREFORE, BE IT RESOLVED, by the Board of Directors of the Clean Energy Alliance, as follows:

Section 1. The Board of Directors of Clean Energy Alliance hereby ratifies Amendment No. 1 to the Professional Services Agreement with BrenTech, Inc. for IT Services and Equipment purchases with the annual amount not to exceed to $68,000, beginning July 31, 2024.

Section 2. The Board of Directors of Clean Energy Alliance hereby approves Amendment No. 2 to the Professional Services Agreement with BrenTech, Inc. for IT Services and Equipment purchases with the annual amount not to exceed to $123,200, beginning June 1, 2025.

Section 2. The Board of Directors of Clean Energy Alliance hereby authorizes and directs the CEO to execute such Amendment No. 2 in a form substantially similar to that presented to the Board on May 29, 2025.

Section 3. This Resolution shall take effect immediately upon approval.

Attachment A
CEA No. Resolution 2025-020
BrenTech PSA Amendments

The foregoing Resolution was passed and adopted this 29 th day of May, 2025, by the
following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:
________________________________________
Katie Melendez, Board Chair
ATTEST:
_____________________________
Kaylin McCauley, Clerk to the Board
Amendment #1 to
Agreement Between the Clean Energy Alliance and
BrenTech, Inc. for Technology Support Services
Effective July 31, 2024
The Agreement between the Clean Energy Alliance and BrenTech, Inc. for Technology Support Services dated November 21, 2023 (the “Agreement”) is hereby amended as follows:

1. Section 1 of the Agreement (TERM) is amended to reflect termination when two hundred (200) hours of service have been provided, unless terminated earlier pursuant to the Agreement.

2. Section 3 of the Agreement (COMPENSATION TO CONSULTANT) is deleted in its entirety and replaced with the following:

Consultant shall be compensated for services performed pursuant to this Agreement in a total amount not to exceed $28,000 dollars based on the rates and terms set forth in Exhibit "C," which is attached hereto and incorporated herein by this reference, and equipment purchases approved in writing by Authority in advance as set forth in Exhibit “C,” in an amount not to exceed $40,000. Total compensation under this Agreement shall not exceed $68,000.

3. All other provisions of the Agreement shall remain in full force and effect.

CLEAN ENERGY ALLIANCE BRENTECH, INC., a California corporation By:________________________________ By:______________________________ Gregory Wade, Chief Executive Officer Daniel Brenner, CEO and CFO Date: ______________________________ Date: ____________________________ APPROVED AS TO FORM By:______________________________
Veronica Brenner, Secretary
________________________________
Johanna N. Canlas, General Counsel Date: ___________________________ Docusign Envelope ID: D0381264-5322-429D-8A19-0F73EEE06664 7/31/2024
7/31/2024
7/31/2024
Attachment B
Amendment No. 2 to
Agreement Between the Clean Energy Alliance and
BrenTech, Inc. for Technology Support Services
Effective July 1, 2025
The Agreement between Clean Energy Alliance and BrenTech, Inc. for Technology Support Services dated November 21, 2023 (the “Agreement”) is hereby amended as follows:

1. Section 1 of the Agreement (TERM) is amended to reflect termination when four hundred (400) hours of service have been provided, unless terminated earlier pursuant to the Agreement.

2. Section 3 of the Agreement (COMPENSATION TO CONSULTANT) is deleted in its entirety and replaced with the following:

Consultant shall be compensated for services performed pursuant to this Agreement in a total amount not to exceed $53,200 dollars based on the rates and terms set forth in Exhibit "C," which is attached hereto and incorporated herein by this reference, and equipment purchases approved in writing by Authority in advance as set forth in Exhibit “C,” in an amount not to exceed $70,000. Total compensation under this Agreement shall not exceed $123,200.

3. Exhibit C of the Agreement (Compensation) is deleted in its entirety and replaced with the new Exhibit C attached hereto.

4. All other provisions of the Agreement shall remain in full force and effect.

CLEAN ENERGY ALLIANCE BRENTECH, INC., a California corporation By:________________________________ By:______________________________ Gregory Wade, Chief Executive Officer Daniel Brenner, CEO and CFO Date: ______________________________ Date: ____________________________ APPROVED AS TO FORM By:______________________________
Veronica Brenner, Secretary
________________________________
Johanna N. Canlas, General Counsel Date: ___________________________ Attachment C
BrenTech PSA Amendment No. 2

4856-3777-8388 v1
Exhibit C
Compensation
Authority shall compensate Consultant for professional services in accordance with the terms and conditions of this Agreement based on the rates and compensation schedule set forth below.

Compensation shall be calculated based on the hourly rates set forth below up to the not to exceed budget amount set forth below.

The compensation to be paid to Consultant under this Agreement for all services described in Exhibits “A” and “B” shall not exceed a total of $123,200 dollars for four hundred (400) contract hours of service and equipment purchases. Any work performed or expenses incurred for which payment would result in a total exceeding the maximum amount of compensation set forth herein shall be at no cost to Authority unless previously approved in writing by Authority.

The hourly rate for Consultant’s services is based on prepayment of the not-to-exceed retainer amount of $53,200. Consultant shall invoice, and to the Authority will pay, in four equal pre-paid installments of $13,300, with the first invoice to be issued after execution of Agreement. Contract hours are prepaid and once depleted, the Agreement is considered terminated unless the Parties mutually agree otherwise and payment for addition contract hours is made.

Rates
400 hours of service @ $133.00 per hour with a one hour minimum charge.

Personnel Billing Details Hourly
Technicians Invoiced at 1 contract hour for each hour worked Engineers Invoiced at 1.25 contract hours for each hour worked Labor hours after normal business hours billed a 1.5
times above technician and engineering rates.

Technician For hours above contracted hours in a year $189 Engineers For hours above contracted hours in a year $239

TRAVEL TIME
All time approved in writing in advance will be charged against the Agreement and will include a round trip travel charge for areas outside of the local area, calculated as travel time North of Hwy 78, South of Hwy 94, and East of 67 Hwy, billed in 15 minute increments beginning at perimeter of local area. There shall be no additional charge for mileage, which shall be deemed to be included in the hourly compensation rate.

Accounting
Monthly Accounting: Consultant shall submit monthly accounting to the Authority describing the services performed and the actual hours worked and charged against the retainer (including a BrenTech PSA Amendment No. 2

4856-3777-8388 v1
summary of the work performed during that period, personnel who performed the services and hours worked) and include an invoice for the next $13,300 once the current retainer balance is below $2,000.

Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, photocopying, in house printing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses. Authority shall reimburse Consultant under this Agreement for pass through costs, such as computer equipment, parts and software, that the Authority authorizes Consultant to incur in writing in advance. There shall be no reimbursement for any costs that are not approved by Authority in writing in advance.

Ancillary Costs
All ancillary costs to provide services to Authority shall be paid for upon prior written approval by Authority, which may include computer equipment and other pass through costs requested by the Authority and approved in writing in advance.

Additional Services
Consultant shall provide additional services outside of the services identified in Exhibit A only by advance written authorization from Authority prior to commencement of any additional services.

Consultant shall submit, at the Board’s request, a detailed written proposal including a description of the scope of additional services, schedule, and proposed maximum compensation.

Exhibit C
Compensation
Authority shall compensate Consultant for professional services in accordance with the terms and conditions of this Agreement based on the rates and compensation schedule set forth below.

Compensation shall be calculated based on the hourly rates set forth below up to the not to exceed budget amount set forth below.

The compensation to be paid to Consultant under this Agreement for all services described in Exhibits “A” and “B” shall not exceed a total of $93,200 dollars for 400 contract hours of service and equipment purchases. Any work performed or expenses incurred for which payment would result in a total exceeding the maximum amount of compensation set forth herein shall be at no cost to Authority unless previously approved in writing by Authority.

The hourly rate for Consultant’s services is based on prepayment of the not-to-exceed retainer amount of $53,200. Consultant shall invoice, and to the Authority will pay, in four equal pre-paid installments of $13,300, with the first invoice to be issued after execution of Agreement. Contract hours are prepaid and once depleted, the Agreement is considered terminated unless the Parties mutually agree otherwise and payment for addition contract hours is made.

Rates
400 hours of service @ $133.00 per hour with a one hour minimum charge.

Personnel Billing Details Hourly
Technicians Invoiced at 1 contract hour for each hour worked Engineers Invoiced at 1.25 contract hours for each hour worked
Labor hours after normal business hours billed a 1.5
times above technician and engineering rates.

Technician For hours above contracted hours in a year $189 Engineers For hours above contracted hours in a year $239

TRAVEL TIME
All time approved in writing in advance will be charged against the Agreement and will include a round trip travel charge for areas outside of the local area, calculated as travel time North of Hwy 78, South of Hwy 94, and East of 67 Hwy, billed in 15 minute increments beginning at perimeter of local area. There shall be no additional charge for mileage, which shall be deemed to be included in the hourly compensation rate.

Accounting
Monthly Accounting: Consultant shall submit monthly accounting to the Authority describing the services performed and the actual hours worked and charged against the retainer (including a summary of the work performed during that period, personnel who performed the services and Attachment D
hours worked) and include an invoice for the next $13,300 once the current retainer balance is below $1,400.

Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, photocopying, in house printing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses. Authority shall reimburse Consultant under this Agreement for pass through costs, such as computer equipment, parts and software, that the Authority authorizes Consultant to incur in writing in advance. There shall be no reimbursement for any costs that are not approved by Authority in writing in advance.

Ancillary Costs
All ancillary costs to provide services to Authority shall be paid for upon prior written approval by Authority, which may include computer equipment and other pass through costs requested by the Authority and approved in writing in advance.

Additional Services
Consultant shall provide additional services outside of the services identified in Exhibit A only by advance written authorization from Authority prior to commencement of any additional services.

Consultant shall submit, at the Board’s request, a detailed written proposal including a description of the scope of additional services, schedule, and proposed maximum compensation.

Staff Report
DATE: May 29, 2025
TO: Clean Energy Alliance Board of Directors
FROM: Greg Wade, Chief Executive Officer
ITEM 4: Consideration of Resolution No. 2025-021 Approving Amendment No. 1 to the Power Purchase Agreement with Deer Creek Solar I, LLC
RECOMMENDATION:

Adopt Resolution No. 2025-021 approving and authorizing the Chief Executive Officer to execute Amendment No. 1 to Clean Energy Alliance’s (CEA’s) Renewable Power Purchase Agreement (PPA) with Deer Creek Solar I, LLC.

BACKGROUND AND DISCUSSION:

At its August 2024 meeting, the CEA Board of Directors voted to approve a PPA with Deer Creek Solar 1, LLC for approximately 18MW of a 50MW hybrid solar and storage facility located in Terra Bella, California. The project supports CEA’s compliance with its obligations under the Midterm Reliability (MTR) proceeding administered by the California Public Utilities Commission (CPUC). Construction on the project has been progressing on schedule and the target April 2026 Commercial Operations Date (COD) is still feasible and expected.

While almost all of the materials required for project construction had already been ordered and delivered by early 2025, certain key equipment supplies were not scheduled to ship from China to the United States until late 2025. The project developer provided notice to CEA after recent tariff announcements that these tariffs are expected to apply to the remaining equipment to be delivered, materially increasing project costs.

At the indicative tariffs of 145-150% which had been announced in early April, CEA was facing a potential increase of approximately 44% of the contract cost for the storage portion of the project, thereby threatening CEA’s ability to proceed with the PPA altogether.

Working with the project developer, CEA was able to negotiate an earlier delivery of the remaining equipment during the current 90-day period during which a lower tariff rate has been set. Though the current tariff rate is still higher than the project’s original assumed cost of tariffs – CEA’s expected cost increase is still approximately 4% above the originally contracted cost for the storage portion of the project – early delivery of this equipment under the current tariff rate is anticipated to limit exposure to potential future tariff increases.

FISCAL IMPACT:

Attached to this staff report is a redacted Amendment No. 1 to the PPA for the Deer Creek project. The specific terms of this amendment are commercially sensitive and confidential, but the cost increase to CEA is approximately 4% above the previously agreed rate for the storage portion of the project, or a total cost May 29, 2025
Deer Creek Solar I, LLC PPA Amendment No. 1

increase of less than $200,000 per year. CEA’s goal is to keep this project progressing on schedule in order to support its MTR obligations. Funds for this project and the potential cost increase will begin to be budgeted in the Fisal Year (FY) 2025-26 Budget to align with the project’s April 2026 COD.

Submitted for Board consideration:
___________________________________
Gregory Wade
Chief Executive Officer
ATTACHMENTS:

A. Resolution No. 2025-021
B. Amendment No. 1 to the Renewable Power Purchase Agreement with Deer Creek Solar I, LLC

CLEAN ENERGY ALLIANCE
RESOLUTION NO. 2025-021

A RESOLUTION OF THE BOARD OF DIRECTORS OF CLEAN ENERGY
ALLIANCE APPROVING AMENDMENT NO. 1 TO THE RENEWABLE POWER

PURCHASE AGREEMENT WITH DEER CREEK SOLAR I, LLC
WHEREAS, Clean Energy Alliance (CEA) is a Joint Powers Authority, formed in November 2019, whose members cities include Carlsbad, Del Mar, Escondido, Oceanside, San Marcos, Solana Beach and Vista; and
WHEREAS, California Public Utilities Commission (CPUC) Decisions 21-06-035 and 23-02- 040 require all load serving entities, including community choice aggregators, to procure additional resources to ensure sufficient resources are available for reliability as older nonrenewable resources, which decisions are commonly and collectively referred to as a load serving entity’s Midterm Reliability requirement; and
WHEREAS, the CEA’s Board of Directors approved a Power Purchase Agreement (PPA) with Deer Creek Solar 1, LLC on August 29, 2024 to support CEA meeting its Midterm Reliability requirements; and
WHEREAS, CEA and the project developer have negotiated a proposed Amendment No. 1 to the PPA to address cost increases associated with 2025 tariffs imposed on key equipment supplies for the project;
NOW, THEREFORE, BE IT RESOLVED, by the Board of Directors of the Clean Energy Alliance, as follows:

Section 1. The Board of Directors of Clean Energy Alliance hereby approves Amendment No. 1 to the Renewable Power Purchase Agreement with Deer Creek Solar I, LLC.

Section 2. The Board of Directors of Clean Energy Alliance hereby authorizes and directs the CEO to execute such Amendment No. 1 in a form substantially similar to that proposed to the Board on May 29, 2025.

Section 3. This Resolution shall take effect immediately upon approval.

The foregoing Resolution was passed and adopted this 29th day of May, 2025, by the following vote:

Attachment A
CEA No. Resolution 2025-021
Deer Creek Solar I, LLC PPA Amendment No. 1

NOES:

ABSENT:

ABSTAIN:

APPROVED:
________________________________________
Katie Melendez, Board Chair
ATTEST:
_____________________________
Kaylin McCauley, Clerk to the Board
Attachment B
such Tariffs, the Storage Rate shall be reduced to reflect such savings, provided that such reduction shall not be to an amount below the initial Storage Rate as of the Effective Date.

GENERAL PROVISIONS
i. Definitions; Interpretation. All capitalized terms used in this First Amendment (including the recitals hereof) and not otherwise defined herein shall have the meanings assigned to them in the Agreement.
ii. Agreement Otherwise Not Affected. Except for the amendments pursuant hereto, the Agreement remains unchanged and in full force and effect and is hereby ratified and confirmed in all respects. The execution and delivery of, or acceptance of, this First Amendment and any other documents and instruments in connection herewith by either Party shall not be deemed to create a course of dealing or otherwise create any express or implied duty by it to provide any other or further amendments, consents, or waivers in the future.
iii. Entire Agreement. This First Amendment along with the Agreement constitutes the entire agreement and understanding of the Parties with respect to its subject matter and supersedes all oral communication or prior writings related thereto.
iv. Binding Effect. This First Amendment shall be binding upon, inure to the benefit of and be enforceable by the Parties hereto and their respective successors and assigns. v. Costs and Expenses. Each Party shall be responsible for any costs and expenses incurred by such Party in connection with the negotiation, preparation, execution and delivery of this First Amendment and any other documents to be delivered in connection herewith. vi. Governing Law. This First Amendment shall be governed by, construed, and enforced under the laws of the state of California without giving effect to its conflicts of law principles that would require the application of the laws of another state.
vii. Amendments. This First Amendment may not be modified, amended or otherwise altered except by written instrument executed by the Parties’ duly authorized representatives. viii. Interpretation. This First Amendment is the result of negotiations between and has been reviewed by counsel to each of the Parties and is the product of all Parties hereto. Accordingly, this First Amendment shall not be construed against either Party merely because of such Party’s involvement in the preparation hereof.
ix. Counterparts. This First Amendment may be executed and delivered in counterparts, all of which taken together shall constitute one and the same instrument. Delivery of an executed signature page of this First Amendment by electronic mail transmission (including PDF) shall be the same as delivery of a manually executed signature page.
[Signatures on following page]
IN WITNESS WHEREOF, the Parties to this First Amendment have executed, or caused to be executed, this First Amendment as of the day and in the month and year first above written.

CLEAN ENERGY ALLIANCE, a California
joint powers authority

DEER CREEK SOLAR I, LLC,
a Delaware limited liability company
By:

Name:

Title:

By:

Name:

Title:

Staff Report
DATE: May 29, 2025
TO: Clean Energy Alliance Board of Directors
FROM: Greg Wade, Chief Executive Officer
ITEM 5: Clean Energy Alliance Chief Executive Officer Operational and Administrative Report RECOMMENDATION:

Receive and File the Chief Executive Officer (CEO) Operational and Administrative Report.

BACKGROUND AND DISCUSSION:

This report provides an update to the Clean Energy Alliance (CEA) Board regarding operational and administrative activity.

OPERATIONAL UPDATE
Oceanside & Vista Enrollment Complete
Following the final Net Energy Metering enrollment in March, CEA continues to receive calls, opt-outs, and opt-up requests from Oceanside and Vista residents and businesses.

The statistics as of May 13, 2025, are as follows:

City Eligible
Customers
Opt-Downs
to 50%
Renewable
Opt-Ups to
100%
Renewable
Opt-Outs Participation
Rate
Oceanside 73,933 209 102 4,619 93.3%
Vista 39,437 88 330 1,927 94.7%
TOTAL 113,370 297 432 6546 94.2%
CEA in the Community
To provide opportunities for the customer and communities we serve to meet with CEA staff and have their questions answered, staff continue to attend several in-person community events and give presentations. CEA has been busy with many of these scheduled outreach efforts. Recent events and presentations that CEA participated in:

DATE DESCRIPTION
April 24, 2025 GRAZE at the Fields
April 25, 2025 Dr. Bronner’s Staff Earth Day Extravaganza April 26, 2025 Oceanside Earth Day Community Event
May 29, 2025
CEO Admin Report

Upcoming events in which CEA will be participating include:

DATE DESCRIPTION
May 25, 2025 Vista Strawberry Festival
May 30, 2025 San Diego Equality Awards
May 31 – June 1, 2025 Solana Beach Fiesta Del Sol
Call Center Activity and Participation Statistics
The following chart reflects customer activity through April 31, 2025.

Call volumes to CEA’s Call Center decreased 25% from March 2025 to April 2025. The most common call topicsfor all customers (commercial and residential) were related to Billing inquiries, General Information, and Net Energy Metering.

The total number of calls received, response times and call duration through April 31, 2025, were as follows:

Call Center Monthly Summary - April 2025
Stats by Month Apr Mar Feb Jan Total
Total Calls 540 719 753 942 29,193
Total Calls Connected to Agents 538 705 746 931 28,580
Average Seconds to Answer 0:00:04 0:00:21 0:00:21 0:00:10 Average Call Duration 0:09:10 0:09:56 0:09:59 0:10:49
The following chart reflects enrollments in CEA’s power supply products by City as of May 13, 2025:
666
1171
723
963
1398
1218
984
620
686
942
753 719
540
0 200
400
600
800
1000
1200
1400
1600
1-Apr 1-May 1-Jun 1-Jul 1-Aug 1-Sep 1-Oct 1-Nov 1-Dec 1-Jan 1-Feb 1-Mar 1-Apr Total Calls Calls Connected to Agents
May 29, 2025
CEO Admin Report

Member City Clean Impact – 50%
Renewable
Clean Impact Plus -
75% Carbon Free
Green Impact – 100%
Renewable
Carlsbad 174 49,250 228
Del Mar 7 2,747 73
Escondido 148 53,190 69
Oceanside 198 68,694 96
San Marcos 113 34,364 75
Solana Beach 14 6,897 160
Vista 85 36,394 322
TOTAL ACCOUNTS 739 252,086 1,023
Solar Plus & Channel Partners Expansion
The Solar Plus Program has expanded to include Solar Plus Connect, a new offering designed specifically for income eligible customers including CARE/FERA customers. This initiative is integrated into the Channel Partner training framework to ensure a streamlined rollout.

To date, eight of the eleven approved Channel Partners have completed program orientation and marketing training, with five of those partners having finalized training and signed participation agreements. A list of qualified partners is available on the Solar Plus page of the CEA website.

Tesla Direct has successfully completed four system installations and currently has ten customers in the pipeline. In the two weeks since qualification, Channel Partners have already enrolled five new customers.

CEA staff continue to support the program by attending orientations and recruitment meetings to facilitate partner onboarding and ensure program readiness.

AMI Audit Complete
CEA conducted an audit of its privacy and data security policies for the period from January 1, 2022, through December 31, 2024, ensuring compliance with California Public Utilities Commission (CPUC) Decision D.12-08-045. The audit assessed key areas, including data security measures, transparency, use and disclosure practices, customer access controls, and data retention policies. The methodology involved reviewing CEA’s privacy notices, internal policies, third-party agreements, security breach records, and legal disclosure logs. Additionally, third-party IT specialists conducted vulnerability scans, inspected data security frameworks, and evaluated compliance with industry standards.

The findings confirmed that CEA has implemented strong technical and physical safeguards to protect customer data, with a high security rating of 770 out of 820. No unauthorized breaches affecting over 1,000 customers were detected during the review period. Privacy notices were consistently provided to customers ensuring transparency and compliance with CPUC requirements. Regarding data usage, CEA shared Covered Information with three third parties under strict contractual agreements but did not disclose data for secondary purposes or legal proceedings. Customers were provided convenient access to their data and could request modifications via phone, email, or mail. The audit also found that CEA maintains records retention policies, ensuring that customer data is stored only as long as necessary for operational needs.

May 29, 2025
CEO Admin Report

Overall, the audit revealed no exceptions or compliance issues, confirming that CEA meets privacy and security requirements for handling customer energy data. These findings reinforce CEA’s commitment to data protection and regulatory compliance.

Incentive Finder
CEA has partnered with PaulosAnalysis to launch the Incentive Finder, a web-based tool to help customers find incentives that they are specifically eligible for. The tool searches for incentives based on zip code, renter/homeowner, household income, tax filing status, and household size to provide customized results. The tool is unique in pulling data from federal, state, regional and CEA member cities.

PaulosAnalysis will maintain the data/software, continuing to update the tool as incentives are launched, revised or terminated. The tool is used by other Community Choice Aggregators including AVA, MCE, Orange County Power Authority, Peninsula Clean Energy.

CEA Employee Recruitment
CEA has completed its recruitment efforts to fill the Clerk to the Board/Executive Assistant position as well as the four positions authorized by the Board in January 2025. We are happy to report that five employees have completed their pre-employment screening and will begin with CEA on June 2, 2025. We will announce those employees in June and introduce them to the Board at the June Board Meeting.

Contracts $50,000 - $100,000 entered into by Chief Executive Officer

VENDOR DESCRIPTION AMOUNT
None.

FISCAL IMPACT:

There is no fiscal impact with this action.

Submitted for Board consideration:
___________________________________
Gregory Wade
Chief Executive Officer
ATTACHMENTS:

None.

Staff Report
DATE: May 29, 2025
TO: Clean Energy Alliance Board of Directors
FROM: Gregory Wade, Chief Executive Officer
ITEM 6: Public Hearing and Adoption of Resolution No. 2025-022 Setting Rates for the Battery Bonus Program and Approving and Ratifying Battery Bonus Program Agreements RECOMMENDATION:

Hold the Public Hearing and Adopt Resolution No. 2025-022, which would:

1. Approve the Battery Bonus Program Rates; and

2. Approve the Professional Services Agreements with Participate.Energy for the Battery Bonus Program and authorize the Chief Executive Officer to execute all necessary documents, subject to General and Special Counsel approval; and

3. Ratify the Professional Services Agreement with Haven Energy Services, Inc., for the Battery Bonus Connect Program.

BACKGROUND:

CEA’s Solar Plus and Solar Plus Connect programs provide solar and battery systems for customers in the CEA territory. Customers in the CEA territory with existing solar systems without batteries or living in a multifamily dwelling without access to solar could benefit from a whole home battery enhancement. On November 25, 2024, to meet the needs of those customers, CEA issued a Request for Proposals (RFP) for Behind the Meter (BTM), Battery Only Service Providers. CEA received proposals from four (4) interested parties.

DISCUSSION:

Following the RFP evaluation process, staff recommends acceptance of two proposals for the BTM Battery Only Program (Battery Bonus Program). Haven Energy Services, Inc. (Haven) was selected by staff given their initial “no cost” proposal to provide battery retrofits to Self-Generation Incentive Program (SGIP) qualified customers in CEA territory. Haven’s Professional Services Agreement (PSA) provides battery retrofits at no cost to CEA (or the customers) through the Battery Bonus Connect Program. Due to the timing of the SGIP funding release this month, the PSA was executed by the CEO to allow Haven Energy Services, Inc. to begin enrollment of customers into the program.

Participate.Energy (PE) is also recommended by staff to provide battery retrofits to existing solar customers in CEA territory. Given that PE manages CEA’s Solar Plus Program, they will be able to seamlessly integrate the Battery Bonus Program into their current offerings on behalf of CEA. CEA customers will also have access to PE’s Channel Partners for estimates and installation of batteries to support existing solar systems.

May 29, 2025
Battery Bonus Program

Like the Solar Plus Program, customers of the Battery Bonus Program (non-SGIP eligible) would have no upfront costs and would be charged a monthly fee ranging between $50 to $115 per battery per month.

The established fee or rate would be based on a variety of factors including installation complexity, installation costs and customer preference. In no case would the rate exceed $115 per month. Some of the price drivers that would determine the established rate include:

Installation Complexity Installer Costs Customer Preference • Main service panel
upgrade
• Relocating critical loads
• Fire or local code
compliance
• Union labor / prevailing
wages
• Larger installation
crews
• Sales and marketing
costs
• Equipment selection
• Additional batteries to
extend back-up
capabilities
• Preferred installation
location
• Trenching vs external
conduit
Customers interested in the Battery Bonus Program can begin the process in several ways, first, by visiting the Programs page on the CEA website(www.thecleanenergyalliance.org), responding to program marketing materials, contacting Participate.Energy (PE) or contacting one of CEA’s Channel Partners. Once initial contact is made, the customer will be connected with an installer who will assess their home energy needs and site conditions. Based on this assessment, the installer will provide a customized quote that reflects the key factors listed above. This personalized quote ensures that customers have a clear understanding of the scope and cost of installation along with the associated monthly battery payment (rate) before moving forward.

FISCAL IMPACT:

There is no direct fiscal impact by this action. However, PE will pay CEA Submitted for Board consideration:
___________________________________
Gregory Wade
Chief Executive Officer
ATTACHMENTS:

A. Resolution No. 2025-022
B. Participate.Energy Battery Bonus Professional Services Agreement C. Haven Energy Services, Inc. Battery Bonus Connect Professional Services Agreement D. Public Hearing Notice

CLEAN ENERGY ALLIANCE
RESOLUTION NO. 2025-022

A RESOLUTION OF THE BOARD OF DIRECTORS OF CLEAN ENERGY

ALLIANCE SETTING THE BATTERY BONUS PROGRAM RATES,

APPROVING THE PROFESSIONAL SERVICES AGREEMENT WITH
PARTICIPATE.ENERGY AND AUTHORIZING THE CHIEF EXECUTIVE

OFFICER TO EXECUTE ALL NECESSARY DOCUMENTS, SUBJECT TO

GENERAL AND SPECIAL COUNSEL APPROVAL, AND RATTIFYING THE

PROFESSIONAL SERVICES AGREEMENT WITH HAVEN ENEREGY
SERVICES, INC., FOR THE BATTERY BONUS CONNECT PROGRAM
WHEREAS, Clean Energy Alliance (CEA) is a joint powers agency, formed in November 2019, under the Joint Exercise of Power Act, California Government Code Section 6500 et seq.; and
WHEREAS, Section 4.6 of the Joint Powers Authority (JPA) Agreement establishes the specific responsibility of the CEA Board of Directors to adopt retail rates for power; and WHEREAS, on October 26, 2023, the CEA Board of Directors (Board) adopted Resolution No. 2023-009 setting rates and approving agreements for the CEA Solar Plus Residential Distributed Microgrids Program making Solar and Battery Storage Systems available to CEA customers; and
WHEREAS, on November 21, 2024, the Board conducted a Public Hearing and approved Resolution No. 2024-021 setting new rates for Solar Plus and Solar Plus Connect that contemplated allowing allows local installers (Channel Partners) to participate in the Solar Plus Program; and
WHEREAS, on January 30, 2025, the Board approved the Distributed Microgrids Framework Program Agreement, including its schedule and attachments, with Participate.Energy (the “Agreement”) for the expansion of the Solar Plus Program to allow additional Installers, also known as Channel Partners; and
WHEREAS, On November 25, 2024, to meet the needs of CEA customers who have solar systems without batteries, CEA issued a Request for Proposals (RFP) for Behind the Meter (BTM), Battery Only Service Providers to provide a battery retrofit offering to customers with existing solar systems;
WHEREAS, following completion of the RFP process, CEA Staff selected Haven Energy Services for the Battery Bonus Connect Program and Participate.Energy for the Battery Bonus Program.

Attachment A
CEA No. Resolution 2025-022
Battery Bonus & Battery Bonus Connect Agreements

NOW, THEREFORE, BE IT RESOLVED, by the Board of Directors of the Clean Energy Alliance, as follows:

Section 1. The Board of Directors of Clean Energy Alliance hereby approves the Battery Bonus and Battery Bonus Connect Program Agreements, including its schedule and attachments, with Haven Energy Services for Battery Bonus Connect and Participate.Energy for the Battery Bonus Program.

Section 2. The Board of Directors of Clean Energy Alliance hereby approves CEA rates for the Battery Bonus Program as detailed below and included in Attachment D:
$50 - $115 per Battery per Month
Section 3. The Board of Directors of Clean Energy Alliance hereby Ratifies Approval and Execution by the Chief Executive Officer a Professional Services Agreement between Haven Energy Services Inc. and Clean Energy Alliance (CEA).

Section 4. CEA’s Chief Executive Officer is hereby authorized and directed to execute the Battery Bonus Program Agreements in forms acceptable to General and Special Counsel and take such other and further actions as may be necessary and proper to accomplish the purposes of this Resolution.

Section 5. This Resolution shall take effect immediately upon approval.

The foregoing Resolution was passed and adopted this 29th day of May, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:
________________________________________
Katie Melendez, Board Chair
ATTEST:
______________________________
CEA No. Resolution 2025-022
Battery Bonus & Battery Bonus Connect Agreements

Kaylin McCauley, Clerk to the Board
1 72993578v2

AGREEMENT BETWEEN THE CLEAN ENERGY ALLIANCE AND
PARTICIPATE.ENERGY FOR

BEHIND THE METER RESIDENTIAL BATTERY ONLY SERVICES
THIS AGREEMENT, is entered into this 30th day of May 2025, by and between CLEAN ENERGY ALLIANCE, an independent joint powers authority (“Authority”), and Participate.Energy LLC, a Delaware limited liability company, (“Consultant”) (collectively referred to as the “Parties” or individually as a “Party”), with respect to the following essential facts:

RECITALS:

A. Authority is an independent public agency duly organized under the provisions of the Joint Exercise of Powers Act of the State of California (Government Code Sections 6500 et seq.) (“Act”) with the power to conduct its business and enter into agreements.

B. Consultant possesses the skill, experience, ability, background, and knowledge to provide the services described in this Agreement pursuant to the terms and conditions described herein and is duly authorized and registered to do business in the State of California.

C. Authority and Consultant desire to enter into this Agreement for Behind-The-Meter (“BTM”) Residential Battery Only Services.

NOW, THEREFORE, the Parties mutually agree as follows:

1. TERM
The term of this Agreement shall commence on May 30, 2025, and shall terminate on May 29, 2027, unless terminated earlier pursuant to Section 19 hereof or extended upon the written mutual agreement of the Parties.

2. SERVICES TO BE PERFORMED
Consultant shall perform each and every service set forth in Exhibit “A” pursuant to the schedule of performance set forth in Exhibit “B,” both of which are attached hereto and incorporated herein fully by this reference.

3. COMPENSATION TO CONSULTANT
Consultant shall be compensated for services performed pursuant to this Agreement based on the rates and terms set forth in Exhibit “C,” which is attached hereto and incorporated herein by this reference.

4. TIME IS OF THE ESSENCE
Consultant and Authority agree that time is of the essence regarding the performance of this Agreement.

Attachment B

5. STANDARD OF CARE
Consultant agrees to perform all services required by this Agreement in a manner commensurate with or exceeding the prevailing standards for a BTM Residential Energy Program consultant in California and agrees that all services shall be performed by qualified and experienced personnel in conformity with the applicable requirements of federal, state and local laws in effect at the time that the services are being performed.

6. INDEPENDENT PARTIES
Authority and Consultant intend that the relationship between them created by this Agreement is that of an independent contractor. The manner and means of conducting the work are under the control of Consultant as an independent contractor and in pursuit of Consultant’s independent calling, except to the extent that they are limited by statute, rule or regulation or the express terms of this Agreement. The Consultant has and shall retain the right to exercise full control and supervision of all persons assisting the Consultant in the performance of the services required by this Agreement, Authority only being concerned with the finished results of the work being performed. No civil service status or other right of employment will be acquired by virtue of Consultant’s services. None of the benefits provided by Authority to its employees, including but not limited to, employer-paid payroll taxes, Social Security, retirement benefits, health benefits, unemployment insurance, workers’ compensation plans, vacation and sick leave, nor any other benefits are available from Authority to Consultant, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, or other purposes normally associated with an employer-employee relationship from any fees due Consultant. Payments of the above items, if required, are the responsibility of Consultant. It is the intent of the Parties that neither Consultant nor its officers, employees or agents are to be considered employees of Authority, whether “common law” or otherwise, and Consultant shall indemnify, defend and hold Authority harmless from any such obligations related to its officers, employees and agents.

7. NO RECOURSE AGAINST CONSTITUENT MEMBERS OF
AUTHORITY.

Authority is organized as a Joint Powers Authority in accordance with the Joint Powers Act of the State of California (Government Code Sections 6500 et seq.) pursuant to a Joint Powers Agreement dated November 4, 2019, as amended from time to time, and is a public entity separate from its constituent members. Authority shall solely be responsible for all debts, obligations and liabilities accruing and arising out of this Agreement. Contractor shall have no rights and shall not make any claims, take any actions or assert any remedies against any of Authority’s constituent members as recourse for Authority's breach of its obligations under this Agreement; for the avoidance of doubt, this Section 7 shall not in any way limit Contactor's rights under the Prior Agreements.

8. NON-DISCRIMINATION
Consultant agrees that it shall not harass or discriminate against a job applicant, an Authority employee or contractor, or Consultant’s employee or subcontractor on the basis of race, religious creed, color, national origin, ancestry, handicap, disability, marital or veteran status, medical condition, pregnancy, sex, age, sexual orientation, genetic information, gender expression, or any other protected class. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their sex, race, color, age, religion, ancestry, national origin, disability, military or veteran status, medical condition, genetic information, gender expression, marital status, or sexual orientation and shall make reasonable accommodation to qualified individuals with disabilities or medical conditions. Such action shall include, but not be limited to the following: employment, upgrading, demotion, transfer, recruitment, or recruitment advertising, layoff or termination, rates of pay, or other forms of compensation, and selection for training, including apprenticeship. Consultant agrees that any and all violations of this provision shall constitute a material breach of this Agreement.

9. HOLD HARMLESS AND INDEMNIFICATION
A. General Indemnification. Consultant shall, to the fullest extent allowed by law indemnify, defend, and hold harmless the Authority, its members, and their respective officers, officials, agents, employees and volunteers (collectively “Indemnitees”) from and against any and all liabilities, claims, actions, causes of action, proceedings, suits, demands, damages, judgments, liens, levies, costs, expenses and losses whatsoever against any of them, including any injury to or death of any person or damage to property or other liability of any nature, whether physical, emotional, consequential or otherwise, arising out of or related to a breach of this Agreement or the negligence (whether active or passive) or willful misconduct of Consultant or Consultant’s employees, officers, officials, agents or independent contractors in the performance of or failure to perform this Agreement, except where caused by the sole or active negligence or willful misconduct of any of the Indemnitees. Such costs and expenses shall include reasonable attorneys’ fees of counsel of Authority’s choice, expert fees and all other costs and fees of litigation.

B. Employee Benefits Eligibility Indemnification. In the event that Consultant’s employee, subcontractor, independent contractor or other person providing services under this Agreement on Consultant’s behalf (collectively, “Consultant’s Personnel”) claims or is determined by a court of competent jurisdiction or administrative agency to be eligible for enrollment in or entitled to any benefits of the Authority or its constituent members, Consultant shall indemnify, defend, and hold harmless Authority or its constituent members for the payment of any employer and employee contributions for such benefits on behalf of the employee as well as for payment of any penalties and interest on such contributions that would otherwise be the responsibility of the Authority or its constituent members. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant’s Personnel providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation and benefit including, but not limited to, eligibility to enroll in any benefit program as an employee of Authority or its constituent members and entitlement to any contributions to be paid by Authority or its constituent members for employer contributions and/or employee contributions for any employee benefits.

C. Indemnification for Employee Payments. Consultant agrees to defend and indemnify the Authority and its constituent members for any obligation, claim, suit or demand for tax, retirement contribution including any contribution to any retirement system, social security, salary or wages, overtime payment, or workers’ compensation payment which the Authority or its constituent members may be required to make for work done under this Agreement.

D. The acceptance of the services provided by this Agreement by Authority shall not operate as a waiver of the right of indemnification. The provisions of this Section 9 shall not be limited by any provision of insurance coverage that the Consultant may have in effect or be required to obtain and maintain during the term of this Agreement. The provisions of this Section 9 are continuing obligations and survive the completion of the services or termination of this Agreement.

10. INSURANCE:

A. General Requirements. On or before the commencement of the term of this Agreement, Consultant shall furnish Authority with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with the requirements listed in Exhibit “D,” which is attached hereto and incorporated herein by this reference. Such insurance and certificates, which do not limit Consultant’s indemnification obligations under this Agreement, shall also contain substantially the following statement: “Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days’ advance written notice to the Authority by certified mail, Attention: General Counsel. Ten (10) days advance written notice for cancellation due to non-payment of premium shall be provided by the insurer to the Authority in the same manner.” Consultant shall maintain in force at all times during the performance of this Agreement all appropriate coverage of insurance required by this Agreement with an insurance company that is acceptable to Authority and licensed to do insurance business in the State of California. Endorsements naming the Authority as additional insured shall be submitted with the insurance certificates. All endorsements shall be on forms approved by Authority. Consultant shall provide certified copies of required insurance policies, which shall include the declaration pages, a schedule of forms listing all policy endorsements, and all policy forms, upon Authority’s request.

B. Subrogation Waiver. Consultant agrees that in the event of loss due to any of the perils for which it has agreed to provide comprehensive general and automotive liability insurance, Consultant shall look solely to its insurance for recovery. Consultant hereby grants to Authority, on behalf of any insurer providing comprehensive general and automotive liability insurance to either Consultant or Authority with respect to the services of Consultant herein, a waiver of any right to subrogation that any such insurer of Consultant may acquire against Authority by virtue of the payment of any loss under such insurance.

C. Primary and Non-contributory. The commercial general liability, including any excess or umbrella policies being used to meet the required limits of insurance, and automobile liability policies shall contain, or be endorsed to contain, a provision that such policies are primary and non-contributory to any insurance that may be carried by the Authority or its members, as reflected in an endorsement at least as broad as CG 20 01 04 13, which shall be submitted to the Authority. Any insurance or self-insurance maintained by the Authority, its members or their respective officers, officials, employees, or representatives shall be excess of the Consultant’s insurance and shall not contribute with it.

D. Failure to secure or maintain insurance. If Consultant at any time during the term hereof should fail to secure or maintain the foregoing insurance, Authority shall be permitted to obtain such insurance in the Consultant’s name or as an agent of the Consultant and shall be compensated by the Consultant for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.

E. Additional Insured. Authority, its members, and their respective, officers, employees and volunteers shall be named as additional insureds under all insurance coverages, except any professional liability insurance, required by this Agreement. The naming of an additional insured shall not affect any recovery to which such additional insured would be entitled under this policy if not named as such additional insured. An additional insured named herein shall not be held liable for any premium, deductible portion of any loss, or expense of any nature on this policy or any extension thereof. Any other insurance held by an additional insured shall not be required to contribute anything toward any loss or expense covered by the insurance provided by this policy.

F. Self-Insured Retentions. Any self-insured retentions are the responsibility of the Consultant and must be declared to and approved by Authority. At the option of Authority, either (1) the insurer shall reduce or eliminate such self-insured retentions as respects the Authority, its members and their respective officers, officials, employees and volunteers, or (2) the Consultant shall provide a financial guarantee satisfactory to Authority guaranteeing payment of losses and related investigations, claim administration, and defense expenses.

G. Sufficiency of Insurance. The insurance limits required by Authority are not represented as being sufficient to protect Consultant. Consultant is advised to confer with Consultant’s insurance broker to determine adequate coverage for Consultant.

H. Maximum Coverage and Limits. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum Insurance coverage requirements and/or limits shall be available to the additional insureds. Furthermore, the requirements for coverage and limits shall be the minimum coverage and limits specified in this Agreement, or the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured, whichever is greater.

I. Special Risks or Circumstances. Authority reserves the right to modify these requirements, including limits, based on the nature of risk, prior experience, insurer, coverage, or other special circumstances.

11. CONFLICT OF INTEREST
Consultant represents and warrants that it presently has no interest, and will not acquire any interest, direct or indirect, financial or otherwise, that would conflict in any way with the performance of this Agreement, and that it will not employ any person having such an interest.

Consultant agrees to advise Authority immediately if any conflict arises and understands that it will be required to fill out a conflict of interest form under Authority’s Conflict of Interest Code.

12. PROHIBITION AGAINST TRANSFERS
Consultant shall not assign, hypothecate, or transfer this Agreement, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of Authority.

Any attempt to do so without such consent shall be null and void, and any assignee, pledgee, or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for money by Consultant from Authority under this Agreement may be assigned to a bank, trust company or other financial institution without prior written consent. Written notice of such assignment shall be promptly furnished to Authority by Consultant.

The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Consultant, or of the interest of any general partner or managing member or joint venturer or syndicate member or cotenant, if Consultant is a partnership or limited liability company or joint venture or syndicate or cotenancy, which shall result in changing the control of Consultant, shall be construed as an assignment of this Agreement. Control means fifty percent (50%) or more of the voting power of the corporation or partnership or limited liability company or other entity.

13. SUBCONTRACTOR APPROVAL
A. Unless prior written consent from Authority is obtained, only those persons and subcontractors whose names are attached to this Agreement shall be used in the performance of this Agreement.

B. In the event that Consultant employs subcontractors, such subcontractors shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance in substantial conformity to the insurance carried by Consultant. In addition, any work or services subcontracted hereunder shall be subject to each provision of this Agreement.

C. If Consultant subcontracts for any of the work to be performed under this Agreement, Consultant shall be as fully responsible to the Authority for the acts and omissions of Consultant’s subcontractors and for the persons either directly or indirectly employed by the subcontractors, as Consultant is for the acts and omissions of persons directly employed by Consultant. Nothing contained in the Agreement shall create any contractual relationship between any subcontractors of Consultant and the Authority or its members. In any dispute between the Consultant and its subcontractor, neither the Authority nor any of its members shall be made a party to any judicial or administrative proceeding to resolve the dispute. The Consultant agrees to defend, hold harmless and indemnify the Indemnitees as described in Section 9 of this Agreement, should any of the Indemnitees be made a party to any judicial or administrative proceeding to resolve any such dispute.

D. Consultant agrees to include within their subcontract(s) with any and all subcontractors the same requirements and provisions of this Agreement, including the indemnity and insurance requirements, to the extent they apply to the scope of the subcontractor’s work.

Subcontractors hired by Consultant shall agree to be bound to Consultant and Authority in the same manner and to the same extent as Consultant is bound to Authority under this Agreement.

Subcontractors shall agree to include these same provisions within any sub-subcontract.

Consultant shall provide a copy of the Indemnity and Insurance provisions of this Agreement to any subcontractor. Consultant shall require all subcontractors to provide valid certificates of insurance and the required endorsements prior to commencement of any work and will provide proof of compliance to Authority.

14. REPORTS
A. Each and every report, draft, work product, map, drawing, specification, record and other document, hereinafter collectively referred to as “Report”, reproduced, prepared or caused to be prepared by Consultant pursuant to or in connection with this Agreement, shall be the exclusive property of Authority and is hereby assigned to the Authority. Consultant shall not copyright any Report prepared as part of the services required by this Agreement, except as may be requested on Authority’s behalf. Consultant expressly waives and disclaims, any copyright in, and the right to reproduce all Reports, except upon the Authority’s prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The Consultant shall, upon request of the Authority, execute any further document(s) necessary to further effectuate this waiver and disclaimer. Any Report, information and data acquired or required by this Agreement shall become the property of Authority, and all publication rights are reserved to Authority. Consultant may retain a copy of any Report furnished to the Authority pursuant to this Agreement.

B. Consultant shall, at such time and in such form as Authority may require, furnish reports concerning the status of services required under this Agreement.

C. All Reports also shall be provided in electronic format.

D. No Report, information or other data given to or prepared or assembled by Consultant pursuant to this Agreement that has not been publicly released shall be made available to any individual or organization by Consultant without prior approval by Authority.

15. RECORDS
Consultant shall maintain complete and accurate records with respect to costs, expenses, receipts and other such information required by Authority that relate to the performance of services under this Agreement, in sufficient detail to permit an evaluation of the services and costs. All such records shall be clearly identified and readily accessible. Consultant shall provide free access to such books and records to the representatives of Authority or its designees at all proper times, and gives Authority the right to examine and audit same, and to make transcripts and copies therefrom as necessary, and to allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a minimum period of five (5) years after Consultant receives final payment from Authority for all services required under this Agreement.

16. SUPPLIER DIVERSITY
General Order 156 (GO 156) is a California Public Utilities Commission ruling that requires utility entities to procure at least 21.5% of their contracts with majority women-owned, minority-owned, disabled veteran-owned and LGBT-owned business enterprises’ (“WMDVLGBTBEs”) in all categories. Qualified businesses become GO 156 certified through the CPUC and are then added to the GO 156 Clearinghouse database.

The CPUC Clearinghouse can be found here: www.thesupplierclearinghouse.com. While CEA is not legally required to comply with GO 156, CEA’s policies and commitment to diversity are consistent with the principles of GO 156, and CEA has an Inclusive and Sustainable Workforce Policy, which can be found at https://thecleanenergyalliance.org/key-documents.

CEA will provide a link to a survey annually to each of its contract vendors, which may ask for disclosure of (a) their GO 156 certification status, (b) their efforts to work with diverse business enterprises, including those owned or operated by women (“WBE”), minorities (“MBE”), disabled veterans (“DVBE”), and lesbian, gay, bisexual, or transgender people (“LGBTBE”); and (c) other information regarding inclusivity in their workforce or related to CEA’s goals as stated in CEA’s Inclusive and Sustainable Workforce Policy. CEA will use the information obtained solely to help evaluate how well it is conforming to its own policies and goals. Pursuant to California Proposition 209, CEA does not discriminate against nor grant preferential treatment based on race, sex, color, ethnicity, or national origin.

17. CONFIDENTIALITY AND SECURITY
A. Confidential Information. Consultant shall maintain in confidence and not disclose to any third party nor use in any manner not required or authorized under this Agreement any and all proprietary or confidential information held by Authority or provided to Consultant by Authority, including confidential information regarding Authority’s customers and employees, except as may be required by law.

B. Security.

1. Implementation. Consultant shall implement commercially reasonable administrative, technical and physical safeguards designed to: (a) ensure the security and confidentiality of data and information provided by Authority or used in connection with providing services under this Agreement, including data or information about third parties (“Authority’s Data”); (b) protect against any anticipated threats or hazards to the security or integrity of Authority’s Data; and (c) protect against unauthorized access to or use of Authority’s Data. Consultant shall review and test such safeguards on no less than an annual basis.

2. Network. If Consultant makes Authority’s Data accessible through the Internet or other networked environment, Consultant shall be solely responsible for all aspects of Internet use, and shall maintain, in connection with the operation or use of Authority’s Data, adequate technical and procedural access controls and system security requirements and devices, necessary for data privacy, confidentiality, integrity, authorization, authentication and non-repudiation and virus detection and eradication.

3. Personal Data. If Consultant processes or otherwise has access to any personal data or personal information on Authority’s behalf when performing Consultant’s services and obligations under this Agreement, then: (a) Authority shall be the data controller (where “data controller” means an entity which alone or jointly with others determines purposes for which and the manner in which any personal data are, or are to be, processed) and Consultant shall be a data processor (where “data processor” means an entity which processes the data only on behalf of the data controller and not for any purposes of its own); (b) Authority shall ensure that it has obtained all necessary consents and it is entitled to transfer the relevant personal data or personal information to Consultant so that Consultant may lawfully use, process and transfer the personal data and personal information in accordance with this Agreement on Authority’s behalf in order for Consultant to provide the services and perform its other obligations under this Agreement; (c) Consultant shall process the personal data and personal information only in accordance with any lawful and reasonable instructions given by Authority from time to time and in accordance with the terms of this Agreement; and (d) each Party shall take appropriate technical and organizational measures against unauthorized or unlawful processing of the personal data and personal information or its accidental loss, destruction or damage so that, having regard to the state of technological development and the cost of implementing any measures, the measures taken ensure a level of security appropriate to the harm that might result from such unauthorized or unlawful processing or accidental loss, destruction or damage in relation to the personal data and personal information and the nature of the personal data and personal information being protected. If necessary, the Parties will cooperate to document these measures taken.

4. Information Security. Consultant represents and warrants that its collection, access, use, storage, disposal and disclosure of Confidential Information accessed and/or collected from Authority does and will comply with all applicable federal and state privacy and data protection laws. In the event of any security breach, Consultant shall:
(a) Provide Authority with the name and contact information for an employee who shall serve as Authority’s primary security contact and shall be available to assist Authority twenty-four (24) hours per day, seven (7) days per week as a contact in resolving obligations associated with a security breach; and (b) Notify Authority of a security breach as soon as practicable, but no later than twenty-four (24) hours after Consultant becomes aware of it. Immediately following Consultant’s notification to Authority of a security breach, the Parties shall coordinate with each other to investigate the security breach. Consultant agrees to fully cooperate with Authority in Authority’s handling of the matter. Consultant shall use best efforts to immediately remedy any security breach and prevent any further security breach at Consultant’s own expense in accordance with applicable privacy rights, laws, regulations and standards. Consultant agrees to provide, at its expense, up to one year of credit monitoring services to third parties impacted by any data breach involving the loss of personally identifiable information.

C. Notice and Remedy of Breaches. Each Party shall promptly give notice to the other of any actual or suspected breach by it of any of the provisions of Section 16 of this Agreement, whether or not intentional, and the breaching Party shall, at its expense, take all steps reasonably requested by the other Party to prevent or remedy the breach.

D. Enforcement. Each Party acknowledges that any breach of any of the provisions of Section 16 of this Agreement may result in irreparable injury to the other for which money damages would not adequately compensate. If there is a breach, then the injured Party shall be entitled, in addition to all other rights and remedies which it may have, to have a decree of specific performance or an injunction issued by any competent court, requiring the breach to be cured or enjoining all persons involved from continuing the breach.

18. NOTICES
All notices, demands, requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered personally or on the second business day after the deposit thereof in the United States Mail, postage prepaid, registered or certified, addressed as hereinafter provided.

All notices, demands, requests, or approvals shall be addressed as follows:

TO AUTHORITY:

Clean Energy Alliance
Chief Executive Officer
5857 Owens Ave, 3rd Floor
Carlsbad, CA 92008
TO CONSULTANT:

Participate.Energy, LLC
Attn: J Stephen Pollock
2093 Philadelphia Pike #3125
Claymont, DE 19703
[email protected]

19. TERMINATION
A. In the event Consultant fails or refuses to perform any of the provisions hereof at the time or in the manner required hereunder, Consultant shall be deemed in default in the performance of this Agreement. If Consultant fails to cure the default within the time specified (which shall be not less than 10 days) and according to the requirements set forth in Authority’s written notice of default, and in addition to any other remedy available to the Authority by law, Authority may terminate the Agreement by giving Consultant written notice thereof, which shall be effective immediately. Authority also shall have the option, at its sole discretion and without cause, of terminating this Agreement by giving seven (7) calendar days’ prior written notice to Consultant as provided herein. Upon receipt of any notice of termination, Consultant shall immediately discontinue performance and within five (5) working days: (1) assemble all documents owned by Authority and in Consultant’s possession, and deliver said documents to Authority; and (2) place all work in progress in a safe and protected condition.

B. This Agreement may be terminated by Authority, without cause, upon the giving of thirty (30) days’ written notice to Consultant.

C. Authority shall pay Consultant for services satisfactorily performed up to the effective date of termination. Upon termination, Consultant shall immediately deliver to the Authority any and all copies of studies, sketches, drawings, computations, and other material or products, whether or not completed, prepared by Consultant or given to Consultant, in connection with this Agreement. Such materials is the property of Authority pursuant to Section 14 hereof.

20. COMPLIANCE
Consultant shall comply with all applicable local, state and federal laws, now existing or hereafter amended or enacted.

21. CONFLICT OF LAW
This Agreement shall be interpreted under, and enforced by the laws of the State of California. The Agreement and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Agreement (or the successors of those authorities). Any suits brought related to this Agreement shall be filed with the Superior Court of the County of San Diego, State of California. Consultant hereby waives any and all objections to personal jurisdiction and venue in said forum.

22. ADVERTISEMENT
Consultant shall not post, exhibit, display or allow to be posted, exhibited, displayed any signs, advertising, lithographs, posters or cards of any kind pertaining to the services performed under this Agreement unless prior written approval has been secured from Authority to do otherwise.

23. WAIVER
A waiver by Authority of any breach of any term, covenant, or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained herein, whether of the same or a different character.

24. PRIOR AGREEMENTS
The Parties acknowledge the ongoing enforceability and applicability of the following prior executed agreements, as and to the extent each of them may be amended, restated, or modified at any time and for any reason, by and between Authority and Consultant: the Framework Distributed Energy Resource Program Agreement, dated and effective as of December 11, 2023; the Program Management Agreement, dated and effective as of December 11, 2023; the Program Support Agreement, dated and effective as of December 11, 2023; the Residential Solar / Energy Storage Program Power Purchase and Sale Agreement, dated and effective as of December 11, 2023; and the Distributed Microgrids Framework Program Agreement, approved by the Authority on November 21, 2024 (collectively, and as and to the extent each of them may be amended, restated, or modified at any time and for any reason, the “Prior Agreements”). The Prior Agreements, and each of them, are incorporated by reference herein, as and to the extent that the Prior Agreements are modified pursuant to the “Prior Agreement Modifications” listed in Exhibit E attached hereto. Except as otherwise set forth in Exhibit E, (i) this Agreement is not intended to, and shall not in any case, amend any of the Prior Agreements or waive or abrogate any of the Parties’ rights thereunder, all of which remain reserved and unaffected by this Agreement; and (ii) in the event of any conflict between this Agreement and the Prior Agreements, the Prior Agreements prevail and shall take precedence as to their individual subject matters. Subject to the foregoing, this Agreement otherwise represents the full and complete understanding of every kind or nature whatsoever between the Parties, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Agreement will be effective only by a written document signed by both Authority and Consultant.

25. DRAFTING AMBIGUITIES
The Parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision which is the sole responsibility of each Party. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which each Party participated in the drafting of the Agreement.

26. INSERTED PROVISIONS
Each provision and clause required by law to be inserted into the Agreement shall be deemed to be incorporated herein, and the Agreement shall be read and enforced as though each were included herein. If through mistake or otherwise, any such provision is not inserted or is not correctly inserted, the Agreement shall be amended to make such insertion on application by either Party.

27. CAPTIONS AND TERMS
The captions in this Agreement are for convenience only, are not a part of the Agreement and in no way affect, limit or amplify the terms or provisions of this Agreement.

28. CONSEQUENTIAL DAMAGES
Neither Party shall be liable to the other for consequential damages, including, without limitation, loss of use or loss of profits, incurred by one another or their subsidiaries or successors, regardless of whether such damages are caused by breach of contract, willful misconduct, negligent act or omission, or other wrongful act of either of them.

29. SEVERABILITY
In the event that any part of this Agreement is found to be illegal or unenforceable under the law as it is now or hereafter in effect, either Party will be excused from performance of such portion or portions of this Agreement that is found to be illegal or unenforceable without affecting the remaining provisions of this AGREEMENT.

30. COUNTERPARTS/ELECTRONIC SIGNATURES
This Agreement may be executed electronically and in any number of counterpart, which together shall constitute one and the same agreement. A true and correct electronic copy of this Agreement may be used for all purposes as an original.

31. SIGNATORY AUTHORITY
The individual(s) executing this Agreement represent and warrant that they have the legal capacity and authority to do so on behalf of their respective legal entities.

IN WITNESS WHEREOF, the Parties have caused the Agreement to be executed as of the date set forth above.

PARTICIPATE.ENERGY CLEAN ENERGY ALLIANCE
A Limited Liability Company A Joint Powers Authority
By: ___________________ By: ___________________
Name: J Stephen Pollock Name: Gregory Wade
Title: Chief Executive Officer Title: Chief Executive Officer APPROVED AS TO FORM:
_______________________
Counsel for Authority
ATTEST:
_____________________
Authority Clerk
72993578v2
Exhibit A
Scope of Services
Consultant shall provide a zero-down, battery retrofit financing solution for Authority’s customers with pre-existing solar through the CEA’s Battery Bonus Program on a non-exclusive basis.

Customer Awareness and Demand Generation
Consultant will engage potential Battery Bonus customers by enabling a channel of Authority approved solar and battery installers as well as supporting inbound inquiries.

For inbound inquires referred to Consultant by Authority, Consultant will manage incoming interest through an in-house support team to engage with potential customers to understand their energy needs, goals, and preferred customer experience. Once these details are gathered, customers will be connected to a qualified, Authority-approved battery installer (“Channel Partner”). Consultant shall ensure that the Channel Partners provide their customary services to Authority customers, including utility bill analysis, site audits, system design, permitting, installation, maintenance and customer education.

Channel Partner Marketing and Customer Experience Oversight Consultant shall oversee all Channel Partners so that the Authority brand is accurately represented and that the Battery Bonus program operates in line with the standards set by Authority. Consultant will actively monitor all Channel Partners for compliance with policy and reserve the right to sanction or terminate any Channel Partner for inappropriate actions.

Additionally, Consultant shall conduct customer surveys and monitor online reviews to assess overall program effectiveness and customer satisfaction.

Channel Operations and Partner Training
Consultant will oversee all channel operations, assist in the development of marketing materials, train Channel Partner sales and operations teams, monitor deployed assets and provide maintenance for the term of the end-customer contract. Ensuring accountability among partners and safeguarding Authority’s brand equity shall be a top priority of the Battery Bonus Program for Consultant.

System Deployment
Once the customer ‘opts into’ Authority’s Battery Bonus Program, the customer’s chosen Channel Partner will design, permit, install and interconnect the system. Upon successful completion of system installation, the Channel Partner will provide Consultant with all relevant system design and installation documentation, including quality control photos of the site and system. Once Consultant ensures that the system meets the required quality and proof of work completion requirements Consultant will purchase the system from the Channel Partner. Once the system is placed in service, the customer will be billed on their monthly utility bill by Authority under the Battery Bonus Program’s approved rates.

System Maintenance
72993578v2
Consultant will own, operate and maintain systems for the term of the agreement. If any service issue arises, Consultant will ensure resolution. If equipment fails, Consultant will ensure it is fixed or replaced even if manufacturer’s warranty has expired. In all cases, Consultant is ultimately responsible for ensuring that the system is operating and maintained as expected so the customer can receive the full value of the battery system. Consultant also shall provide monitoring of system performance and user settings, so underperformance can be identified and resolved through proper channels.

Grid Services and Value Optimization
All customer contracts include Authority-approved Grid Service language to ensure customer and Authority expectations and program requirements are clearly communicated upfront.

Non-Exclusive Services
Consultant acknowledges that Authority may enter into other agreements with other consultants for the same or similar services and that nothing in this Agreement guarantees any level of customer referrals.
72993578v2
Exhibit B
Schedule of Performance
Consultant shall diligently perform the Services under this Agreement and meet any deadlines set by the Authority, including the following:

Task Due Date
Launch Battery Bonus Program June 1, 2025
72993578v2
Exhibit C
Compensation
Consultant shall be compensated based on program design in accordance with the terms and conditions of this Agreement.

In lieu of monetary payment, compensation provided to Consultant shall be approval to operate Authority’s BTM Battery Only Offer in with the Solar Plus Program infrastructure at no additional cost to Consultant on a non-exclusive basis.

Exhibit D
Insurance Requirements and Proof of Insurance
Proof of insurance coverage described below is attached to this Exhibit, with Authority and its members and their respective officials, officers, employees, agents and volunteers named as additional insured.

Consultant shall maintain the following minimum insurance coverage:

A. COVERAGE:
(1) Workers’ Compensation:

Statutory coverage as required by the State of California and providing, at minimum, $1,000,000.00 employers’ liability coverage.
(2) Liability:

Commercial general liability (“CGL”) coverage with minimum limits of $2,000,000 per occurrence and $4,000,000 aggregate for bodily injury and property damage, including ongoing and completed operations. ISO occurrence Form CG 0001 or equivalent is required. If limits apply separately to this Agreement (CG 25 03 or 25 04), the general aggregate limit shall not apply. There shall be no endorsement or modification of the CGL limiting the scope of coverage for either insured vs. insured claims or contractual liability. All defense costs shall be outside the limits of the policy. If Consultant or subcontractor maintains higher limits than the limits shown above, Authority shall be entitled to coverage for the higher limits maintained by the Consultant and their subcontractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Authority. Any excess or umbrella policies being used to meet the required limits of insurance will be evaluated separately and must meet the same qualifications as the Consultant’s primary policy. (3) Automotive:

Commercial Automobile Liability Insurance for all of the Consultant’s automobiles including owned, hired and non-owned automobiles, automobile insurance written on an ISO form CA 00 01 12 90 or a later version of this form or an equivalent form providing coverage at least as broad for bodily injury and property damage for a combined single limit no less than $1,000,000.00 per occurrence. Insurance certificate shall reflect coverage for any automobile (any auto).
(4) Professional Liability
Professional liability insurance that includes coverage for the professional acts, errors and omissions of Consultant in the amount of at least $1,000,000 per claim and $2,000,000 annual aggregate. Consultant shall ensure both that (1) the policy retroactive date is on or before the date of commencement of the services; and (2) the policy will be maintained in force for a period of three years after substantial completion of the services or termination of this Agreement, whichever occurs last.

Consultant agrees that for the time period defined above, there will be no changes or endorsements to the policy that increase Authority’s exposure to loss. All defense costs shall be outside the limits of the policy. If Consultant maintains higher limits than the limits shown above, Authority shall be entitled to coverage for the higher limits maintained by Consultant. Any available proceeds in excess of the specified minimum limits of insurance and coverage shall be available to Authority. (5) Cyber Liability
Consultant maintain Cyber Liability with a limit of $2,000,000 per occurrence or claim and $2,000,000 annual aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as are undertaken by Consultant in this Agreement and shall include claims involving infringement of intellectual property, infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, damage to or destruction of electronic information, release of private information, alteration of electronic information, extortion and network security. The policy shall provide coverage for breach response costs as well as regulatory fines and penalties as well as credit monitoring expenses with limits sufficient to respond to such obligations. All defense costs shall be outside the limits of the policy.

Exhibit E
Prior Agreement Modifications
Consultant and Authority agree that Consultant will be developing, financing, and owning energy storage systems to be located at Authority premises. This Exhibit E is intended to clarify that wherever necessary to give effect to the addition of battery storage systems, the terms of the Prior Agreements, and each of them, can be used and modified to apply to the Battery Bonus Program. Provided, however, nothing in this Agreement or the Prior Agreements shall be interpreted as granting Consultant any exclusivity rights as to battery storage systems.

Specifically, and without limitation:

With regard to the Residential Solar / Energy Storage Program Power Purchase and Sale Agreement, dated and effective as of December 11, 2023 (“Master PPA”):

The Parties clarify that they may agree from time to time in writing (pursuant to the “Notice” requirements therein) to apply a modified Energy Rate or Capacity Charge to any System to be covered by the terms of the Master PPA.

The Parties further clarify that Authority agrees to sell the electric energy produced by the System throughout the System Delivery Term at a price not higher than the Energy Rate or Capacity Charge, and at terms no less favorable than the terms set forth in the Master PPA, as any terms may be interpreted to also be applicable to, or include, battery storage systems.

The Parties further clarify end customer agreements will include a pricing option to capture the Battery Bonus offer mirroring the Capacity Charge in the Master PPA with the format: “[$X / per month] for battery only.”
The Parties further clarify that any reference to the “System” shall mean and refer to the system actually being used by the consumer, whether solar only, solar plus battery, or battery only. In addition, any references to “Price” in the section entitled “Solar Power Purchase & Energy Storage Service Agreement Payments; Amounts” shall also permit a rate for battery only. 4876-4534-2706 v1 Page 1 of 117
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AGREEMENT BETWEEN THE CLEAN ENERGY ALLIANCE AND
HAVEN ENERGY SERVICES INC. FOR

BATTERY RETROFIT SERVICES
THIS AGREEMENT, is entered into this 21st of May, 2025, by and between CLEAN ENERGY ALLIANCE, an independent joint powers authority ("Authority"), and Haven Energy Services Inc, a California Delaware C-Corporation ("Consultant") (collectively referred to as the “Parties” or individually as a “Party”), with respect to the following essential facts:

RECITALS:

A. Authority is an independent public agency duly organized under the provisions of the Joint Exercise of Powers Act of the State of California (Government Code Sections 6500 et seq.) (“Act”) with the power to conduct its business and enter into agreements.

B. Consultant possesses the skill, experience, ability, background, and knowledge to provide the services described in this Agreement pursuant to the terms and conditions described herein and is duly authorized and registered to do business in the State of California.

C. Authority and Consultant desire to enter into this Agreement for Battery Retrofit Services.

NOW, THEREFORE, the Parties mutually agree as follows:

1. TERM
The term of this Agreement shall commence on 21st Day of May, 2025, and shall terminate on 20th Day of May, 2026, unless terminated earlier pursuant to Section 19 hereof or extended upon the written mutual agreement of the Parties.

2. SERVICES TO BE PERFORMED
Consultant shall perform each and every service set forth in Exhibit "A" pursuant to the schedule of performance set forth in Exhibit "B," both of which are attached hereto and incorporated herein fully by this reference.

3. COMPENSATION TO CONSULTANT
Consultant shall be compensated for services performed pursuant to this Agreement in a total amount not to exceed $0 (Zero) dollars based on the rates and terms set forth in Exhibit "C," which is attached hereto and incorporated herein by this reference. Authority may choose supplemental and optional items listed in Exhibit “C”.

4. TIME IS OF THE ESSENCE
Consultant and Authority agree that time is of the essence regarding the performance of this Agreement.

5. STANDARD OF CARE
Attachment C
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Consultant agrees to perform all services required by this Agreement in a manner commensurate with or exceeding the prevailing standards for a Battery Storage Installation consultant in California and agrees that all services shall be performed by qualified and experienced personnel in conformity with the applicable requirements of federal, state and local laws in effect at the time that the services are being performed.

6. INDEPENDENT PARTIES
Authority and Consultant intend that the relationship between them created by this Agreement is that of an independent contractor. The manner and means of conducting the work are under the control of Consultant as an independent contractor and in pursuit of Consultant’s independent calling, except to the extent that they are limited by statute, rule or regulation or the express terms of this Agreement. The Consultant has and shall retain the right to exercise full control and supervision of all persons assisting the Consultant in the performance of the services required by this Agreement, Authority only being concerned with the finished results of the work being performed. No civil service status or other right of employment will be acquired by virtue of Consultant's services. None of the benefits provided by Authority to its employees, including but not limited to, employer-paid payroll taxes, Social Security, retirement benefits, health benefits, unemployment insurance, workers’ compensation plans, vacation and sick leave, nor any other benefits are available from Authority to Consultant, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, or other purposes normally associated with an employer-employee relationship from any fees due Consultant. Payments of the above items, if required, are the responsibility of Consultant. It is the intent of the Parties that neither Consultant nor its officers, employees or agents are to be considered employees of Authority, whether “common law” or otherwise, and Consultant shall indemnify, defend and hold Authority harmless from any such obligations related to its officers, employees and agents.

7. NO RECOURSE AGAINST CONSTITUENT MEMBERS OF AUTHORITY.

Authority is organized as a Joint Powers Authority in accordance with the Joint Powers Act of the State of California (Government Code Sections 6500 et seq.) pursuant to a Joint Powers Agreement dated November 4, 2019, as amended from time to time, and is a public entity separate from its constituent members. Authority shall solely be responsible for all debts, obligations and liabilities accruing and arising out of this Agreement. Contractor shall have no rights and shall not make any claims, take any actions or assert any remedies against any of Authority’s constituent members in connection with this Agreement.

8. NON-DISCRIMINATION
Consultant agrees that it shall not harass or discriminate against a job applicant, an Authority employee or contractor, or Consultant’s employee or subcontractor on the basis of race, religious creed, color, national origin, ancestry, handicap, disability, marital or veteran status, medical condition, pregnancy, sex, age, sexual orientation, genetic information, gender expression, or any other protected class. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their sex, race, color, age, religion, ancestry, national origin, disability, military or veteran status, medical condition, genetic information, gender expression, marital status, or sexual orientation and shall make reasonable accommodation to qualified individuals with disabilities or medical conditions.

Such action shall include, but not be limited to the following: employment, upgrading, demotion, transfer, recruitment, or recruitment advertising, layoff or termination, rates of pay, or other forms 4876-4534-2706 v1 Page 3 of 117
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of compensation, and selection for training, including apprenticeship. Consultant agrees that any and all violations of this provision shall constitute a material breach of this Agreement.

9. HOLD HARMLESS AND INDEMNIFICATION
A. General Indemnification. Consultant shall, to the fullest extent allowed by law indemnify, defend, and hold harmless the Authority, its members, and their respective officers, officials, agents, employees and volunteers (collectively “Indemnitees”) from and against any and all liabilities, claims, actions, causes of action, proceedings, suits, demands, damages, judgments, liens, levies, costs, expenses and losses whatsoever against any of them, including any injury to or death of any person or damage to property or other liability of any nature, whether physical, emotional, consequential or otherwise, arising out of or related to a breach of this Agreement or the negligence (whether active or passive) or willful misconduct of Consultant or Consultant’s employees, officers, officials, agents or independent contractors in the performance of or failure to perform this Agreement, except where caused by the sole or active negligence or willful misconduct of any of the Indemnitees. Such costs and expenses shall include reasonable attorneys’ fees of counsel of Authority’s choice, expert fees and all other costs and fees of litigation.

B. Employee Benefits Eligibility Indemnification. In the event that Consultant’s employee, subcontractor, independent contractor or other person providing services under this Agreement on Consultant’s behalf (collectively, “Consultant’s Personnel”) claims or is determined by a court of competent jurisdiction or administrative agency to be eligible for enrollment in or entitled to any benefits of the Authority or its constituent members, Consultant shall indemnify, defend, and hold harmless Authority or its constituent members for the payment of any employer and employee contributions for such benefits on behalf of the employee as well as for payment of any penalties and interest on such contributions that would otherwise be the responsibility of the Authority or its constituent members. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant’s Personnel providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation and benefit including, but not limited to, eligibility to enroll in any benefit program as an employee of Authority or its constituent members and entitlement to any contributions to be paid by Authority or its constituent members for employer contributions and/or employee contributions for any employee benefits.

C. Indemnification for Employee Payments. Consultant agrees to defend and indemnify the Authority and its constituent members for any obligation, claim, suit or demand for tax, retirement contribution including any contribution to any retirement system, social security, salary or wages, overtime payment, or workers’ compensation payment which the Authority or its constituent members may be required to make for work done under this Agreement.

D. The acceptance of the services provided by this Agreement by Authority shall not operate as a waiver of the right of indemnification. The provisions of this Section 9 shall not be limited by any provision of insurance coverage that the Consultant may have in effect or be required to obtain and maintain during the term of this Agreement. The provisions of this Section 9 are continuing obligations and survive the completion of the services or termination of this Agreement.

10. INSURANCE:

A. General Requirements. On or before the commencement of the term of this Agreement, Consultant shall furnish Authority with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance 4876-4534-2706 v1 Page 4 of 117
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with the requirements listed in Exhibit "D," which is attached hereto and incorporated herein by this reference. Such insurance and certificates, which do not limit Consultant’s indemnification obligations under this Agreement, shall also contain substantially the following statement:
"Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days’ advance written notice to the Authority by certified mail, Attention: General Counsel. Ten (10) days advance written notice for cancellation due to non-payment of premium shall be provided by the insurer to the Authority in the same manner." Consultant shall maintain in force at all times during the performance of this Agreement all appropriate coverage of insurance required by this Agreement with an insurance company that is acceptable to Authority and licensed to do insurance business in the State of California. Endorsements naming the Authority as additional insured shall be submitted with the insurance certificates. All endorsements shall be on forms approved by Authority. Consultant shall provide certified copies of required insurance policies, which shall include the declaration pages, a schedule of forms listing all policy endorsements, and all policy forms, upon Authority’s request.

B. Subrogation Waiver. Consultant agrees that in the event of loss due to any of the perils for which it has agreed to provide comprehensive general and automotive liability insurance, Consultant shall look solely to its insurance for recovery. Consultant hereby grants to Authority, on behalf of any insurer providing comprehensive general and automotive liability insurance to either Consultant or Authority with respect to the services of Consultant herein, a waiver of any right to subrogation that any such insurer of Consultant may acquire against Authority by virtue of the payment of any loss under such insurance.

C. Primary and Non-contributory. The commercial general liability, including any excess or umbrella policies being used to meet the required limits of insurance, and automobile liability policies shall contain, or be endorsed to contain, a provision that such policies are primary and non-contributory to any insurance that may be carried by the Authority or its members, as reflected in an endorsement at least as broad as CG 20 01 04 13, which shall be submitted to the Authority. Any insurance or self-insurance maintained by the Authority, its members or their respective officers, officials, employees, or representatives shall be excess of the Consultant’s insurance and shall not contribute with it.

D. Failure to secure or maintain insurance. If Consultant at any time during the term hereof should fail to secure or maintain the foregoing insurance, Authority shall be permitted to obtain such insurance in the Consultant's name or as an agent of the Consultant and shall be compensated by the Consultant for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.

E. Additional Insured. Authority, its members, and their respective, officers, employees and volunteers shall be named as additional insureds under all insurance coverages, except any professional liability insurance, required by this Agreement. The naming of an additional insured shall not affect any recovery to which such additional insured would be entitled under this policy if not named as such additional insured. An additional insured named herein shall not be held liable for any premium, deductible portion of any loss, or expense of any nature on this policy or any extension thereof. Any other insurance held by an additional insured shall not be required to contribute anything toward any loss or expense covered by the insurance provided by this policy.

F. Self-Insured Retentions. Any self-insured retentions are the responsibility of the Consultant and must be declared to and approved by Authority. At the option of Authority, either 4876-4534-2706 v1 Page 5 of 117
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(1) the insurer shall reduce or eliminate such self-insured retentions as respects the Authority, its members and their respective officers, officials, employees and volunteers, or (2) the Consultant shall provide a financial guarantee satisfactory to Authority guaranteeing payment of losses and related investigations, claim administration, and defense expenses.

G. Sufficiency of Insurance. The insurance limits required by Authority are not represented as being sufficient to protect Consultant. Consultant is advised to confer with Consultant's insurance broker to determine adequate coverage for Consultant.

H. Maximum Coverage and Limits. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum Insurance coverage requirements and/or limits shall be available to the additional insureds. Furthermore, the requirements for coverage and limits shall be the minimum coverage and limits specified in this Agreement, or the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured, whichever is greater.

I. Special Risks or Circumstances. Authority reserves the right to modify these requirements, including limits, based on the nature of risk, prior experience, insurer, coverage, or other special circumstances.

11. CONFLICT OF INTEREST
Consultant represents and warrants that it presently has no interest, and will not acquire any interest, direct or indirect, financial or otherwise, that would conflict in any way with the performance of this Agreement, and that it will not employ any person having such an interest.

Consultant agrees to advise Authority immediately if any conflict arises and understands that it will be required to fill out a conflict of interest form under Authority’s Conflict of Interest Code.

12. PROHIBITION AGAINST TRANSFERS
Consultant shall not assign, hypothecate, or transfer this Agreement, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of Authority.

Any attempt to do so without such consent shall be null and void, and any assignee, pledgee, or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for money by Consultant from Authority under this Agreement may be assigned to a bank, trust company or other financial institution without prior written consent.

Written notice of such assignment shall be promptly furnished to Authority by Consultant.

The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Consultant, or of the interest of any general partner or managing member or joint venturer or syndicate member or cotenant, if Consultant is a partnership or limited liability company or joint venture or syndicate or cotenancy, which shall result in changing the control of Consultant, shall be construed as an assignment of this Agreement. Control means fifty percent (50%) or more of the voting power of the corporation or partnership or limited liability company or other entity.

13. SUBCONTRACTOR APPROVAL
A. Unless prior written consent from Authority is obtained, only those persons and subcontractors whose names are attached to this Agreement shall be used in the performance of this Agreement.

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carried by Consultant. In addition, any work or services subcontracted hereunder shall be subject to each provision of this Agreement.

C. If Consultant subcontracts for any of the work to be performed under this Agreement, Consultant shall be as fully responsible to the Authority for the acts and omissions of Consultant’s subcontractors and for the persons either directly or indirectly employed by the subcontractors, as Consultant is for the acts and omissions of persons directly employed by Consultant. Nothing contained in the Agreement shall create any contractual relationship between any subcontractors of Consultant and the Authority or its members. In any dispute between the Consultant and its subcontractor, neither the Authority nor any of its members shall be made a party to any judicial or administrative proceeding to resolve the dispute. The Consultant agrees to defend, hold harmless and indemnify the Indemnitees as described in Section 9 of this Agreement, should any of the Indemnitees be made a party to any judicial or administrative proceeding to resolve any such dispute.

D. Consultant agrees to include within their subcontract(s) with any and all subcontractors the same requirements and provisions of this Agreement, including the indemnity and insurance requirements, to the extent they apply to the scope of the subcontractor’s work.

Subcontractors hired by Consultant shall agree to be bound to Consultant and Authority in the same manner and to the same extent as Consultant is bound to Authority under this Agreement.

Subcontractors shall agree to include these same provisions within any sub-subcontract.

Consultant shall provide a copy of the Indemnity and Insurance provisions of this Agreement to any subcontractor. Consultant shall require all subcontractors to provide valid certificates of insurance and the required endorsements prior to commencement of any work and will provide proof of compliance to Authority.

14. REPORTS
A. Each and every report, draft, work product, map, drawing, specification, record and other document, hereinafter collectively referred to as "Report", reproduced, prepared or caused to be prepared by Consultant pursuant to or in connection with this Agreement, shall be the exclusive property of Authority and is hereby assigned to the Authority. Consultant shall not copyright any Report prepared as part of the services required by this Agreement, except as may be requested on Authority’s behalf. Consultant expressly waives and disclaims, any copyright in, and the right to reproduce all Reports, except upon the Authority’s prior authorization regarding reproduction, which authorization shall not be unreasonably withheld. The Consultant shall, upon request of the Authority, execute any further document(s) necessary to further effectuate this waiver and disclaimer. Any Report, information and data acquired or required by this Agreement shall become the property of Authority, and all publication rights are reserved to Authority.

Consultant may retain a copy of any Report furnished to the Authority pursuant to this Agreement.

B. Consultant shall, at such time and in such form as Authority may require, furnish reports concerning the status of services required under this Agreement.

C. All Reports also shall be provided in electronic format.

D. No Report, information or other data given to or prepared or assembled by Consultant pursuant to this Agreement that has not been publicly released shall be made available to any individual or organization by Consultant without prior approval by Authority.

15. RECORDS
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under this Agreement, in sufficient detail to permit an evaluation of the services and costs. All such records shall be clearly identified and readily accessible. Consultant shall provide free access to such books and records to the representatives of Authority or its designees at all proper times, and gives Authority the right to examine and audit same, and to make transcripts and copies therefrom as necessary, and to allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a minimum period of five (5) years after Consultant receives final payment from Authority for all services required under this Agreement.

16. SUPPLIER DIVERSITY
General Order 156 (GO 156) is a California Public Utilities Commission ruling that requires utility entities to procure at least 21.5% of their contracts with majority women-owned, minority-owned, disabled veteran-owned and LGBT-owned business enterprises' (“WMDVLGBTBEs”) in all categories. Qualified businesses become GO 156 certified through the CPUC and are then added to the GO 156 Clearinghouse database.

The CPUC Clearinghouse can be found here: www.thesupplierclearinghouse.com. While CEA is not legally required to comply with GO 156, CEA’s policies and commitment to diversity are consistent with the principles of GO 156, and CEA has an Inclusive and Sustainable Workforce Policy, which can be found at https://thecleanenergyalliance.org/key-documents.

CEA will provide a link to a survey annually to each of its contract vendors, which may ask for disclosure of (a) their GO 156 certification status, (b) their efforts to work with diverse business enterprises, including those owned or operated by women (“WBE”), minorities (“MBE”), disabled veterans (“DVBE”), and lesbian, gay, bisexual, or transgender people (“LGBTBE”); and (c) other information regarding inclusivity in their workforce or related to CEA’s goals as stated in CEA’s Inclusive and Sustainable Workforce Policy. CEA will use the information obtained solely to help evaluate how well it is conforming to its own policies and goals. Pursuant to California Proposition 209, CEA does not discriminate against nor grant preferential treatment based on race, sex, color, ethnicity, or national origin.

17. CONFIDENTIALITY AND SECURITY
A. Confidential Information. Consultant shall comply with all applicable law and maintain in confidence and not disclose to any third party nor use in any manner not required or authorized under this Agreement any and all proprietary or confidential information held by Authority or provided to Consultant by Authority or Authority’s customers, including confidential information regarding Authority’s customers and employees, except as may be required by law.

B. Security.

1. Implementation. Consultant shall implement commercially reasonable administrative, technical and physical safeguards designed to: (a) ensure the security and confidentiality of data and information provided by Authority or its customers or used in connection with providing services under this Agreement, including data or information about third parties (“Authority’s Data”); (b) protect against any anticipated threats or hazards to the security or integrity of Authority’s Data; (c) protect against unauthorized access to or use of Authority’s Data; and (d) prevent the access or use of Authority’s Data for any marketing or commercial purpose not expressly authorized pursuant to a written agreement between Consultant and Authority. Consultant shall review and test such safeguards on no less than an annual basis.

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other networked environment, Consultant shall be solely responsible for all aspects of Internet use, and shall maintain, in connection with the operation or use of Authority’s Data, adequate technical and procedural access controls and system security requirements and devices, necessary for data privacy, confidentiality, integrity, authorization, authentication and non-repudiation and virus detection and eradication.

3. Personal Data. If Consultant processes or otherwise has access to any personal or customer data or information on Authority’s behalf when performing Consultant’s services and obligations under this Agreement, then: (a) Authority shall be the data controller (where “data controller” means an entity which alone or jointly with others determines purposes for which and the manner in which any personal data are, or are to be, processed) and Consultant shall be a data processor (where “data processor” means an entity which processes the data only on behalf of the data controller and not for any purposes of its own); (b) Authority shall ensure that it has obtained all necessary consents and it is entitled to transfer the relevant personal or customer data or information to Consultant so that Consultant may lawfully use, process and transfer the personal or customer data and information in accordance with this Agreement on Authority’s behalf in order for Consultant to provide the services and perform its other obligations under this Agreement; (c) Consultant shall process all personal and customer data and information only in accordance with any lawful and reasonable instructions given by Authority from time to time and in accordance with the terms of this Agreement; and (d) each Party shall take appropriate technical and organizational measures against unauthorized or unlawful processing of personal and customer data and information or its accidental loss, destruction or damage so that, having regard to the state of technological development and the cost of implementing any measures, the measures taken ensure a level of security appropriate to the harm that might result from such unauthorized or unlawful processing or accidental loss, destruction or damage in relation to all personal and customer data and information and the nature of the data and information being protected. If necessary, the Parties will cooperate to document these measures taken.

4. Information Security. Consultant represents and warrants that its collection, access, use, storage, disposal and disclosure of Confidential Information accessed and/or collected from Authority or its customers does and will comply with all applicable federal and state privacy, utility customer and data protection laws, including, but not limited to, CPUC General Order 66-D, Decision (D.) 17-09-024, Public Utilities Code Section 8380 and associated CPUC decisions D.11-07-056 and D.12-08-045, the Critical Infrastructure Information Act of 2002, and 18 CFR § 388.113. In the event of any security breach, Consultant shall: (a) Provide Authority with the name and contact information for an employee who shall serve as Authority’s primary security contact and shall be available to assist Authority twenty-four (24) hours per day, seven (7) days per week as a contact in resolving obligations associated with a security breach; and (b) Notify Authority of a security breach as soon as practicable, but no later than twenty-four (24) hours after Consultant becomes aware of it. Immediately following Consultant’s notification to Authority of a security breach, the Parties shall coordinate with each other to investigate the security breach. Consultant agrees to fully cooperate with Authority in Authority’s handling of the matter. Consultant shall use best efforts to immediately remedy any security breach and prevent any further security breach at Consultant’s own expense in accordance with applicable privacy rights, laws, regulations and standards. Consultant 4876-4534-2706 v1 Page 9 of 117
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agrees to provide, at its expense, up to one year of credit monitoring services to third parties impacted by any data breach involving the loss of personally identifiable information and be responsible for any fines assessed by any regulatory agency as a result of Consultant’s acts or omissions.

C. Notice and Remedy of Breaches. Each Party shall promptly give notice to the other of any actual or suspected breach by it of any of the provisions of Section 16 of this Agreement, whether or not intentional, and the breaching Party shall, at its expense, take all steps reasonably requested by the other Party to prevent or remedy the breach.

D. Enforcement. Each Party acknowledges that any breach of any of the provisions of Section 16 of this Agreement may result in irreparable injury to the other for which money damages would not adequately compensate. If there is a breach, then the injured Party shall be entitled, in addition to all other rights and remedies which it may have, to have a decree of specific performance or an injunction issued by any competent court, requiring the breach to be cured or enjoining all persons involved from continuing the breach.

18. NOTICES
All notices, demands, requests or approvals to be given under this Agreement shall be given in writing and conclusively shall be deemed served when delivered personally or on the second business day after the deposit thereof in the United States Mail, postage prepaid, registered or certified, addressed as hereinafter provided.

All notices, demands, requests, or approvals shall be addressed as follows:

TO AUTHORITY:

Clean Energy Alliance
Chief Executive Officer
5857 Owens Ave, Suite 2023
Carlsbad, CA 92008
TO CONSULTANT:

Jeff Chapin, Co-Founder
Haven Energy Services, Inc.
12100 Wilshire Blvd.

Los Angeles, CA 90025

19. TERMINATION
A. In the event Consultant fails or refuses to perform any of the provisions hereof at the time or in the manner required hereunder, Consultant shall be deemed in default in the performance of this Agreement. If Consultant fails to cure the default within the time specified (which shall be not less than 10 days) and according to the requirements set forth in Authority’s written notice of default, and in addition to any other remedy available to the Authority by law, Authority may terminate the Agreement by giving Consultant written notice thereof, which shall be effective immediately. Authority also shall have the option, at its sole discretion and without cause, of terminating this Agreement by giving seven (7) calendar days' prior written notice to Consultant as provided herein. Upon receipt of any notice of termination, Consultant shall immediately discontinue performance and within five (5) working days: (1) assemble all 4876-4534-2706 v1 Page 10 of 117
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documents owned by Authority and in Consultant’s possession, and deliver said documents to Authority; and (2) place all work in progress in a safe and protected condition.

B. This Agreement may be terminated by Authority, without cause, upon the giving of thirty (30) days’ written notice to Consultant.

C. Authority shall pay Consultant for services satisfactorily performed up to the effective date of termination. Upon termination, Consultant shall immediately deliver to the Authority any and all copies of studies, sketches, drawings, computations, and other material or products, whether or not completed, prepared by Consultant or given to Consultant, in connection with this Agreement. Such materials is the property of Authority pursuant to Section 14 hereof.

20. COMPLIANCE
Consultant shall comply with all applicable local, state and federal laws, now existing or hereafter amended or enacted.

21. CONFLICT OF LAW
This Agreement shall be interpreted under, and enforced by the laws of the State of California. The Agreement and obligations of the parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Agreement (or the successors of those authorities). Any suits brought related to this Agreement shall be filed with the Superior Court of the County of San Diego, State of California. Consultant hereby waives any and all objections to personal jurisdiction and venue in said forum.

22. ADVERTISEMENT
Consultant shall not post, exhibit, display or allow to be posted, exhibited, displayed any signs, advertising, lithographs, posters or cards of any kind pertaining to the services performed under this Agreement unless prior written approval has been secured from Authority to do otherwise.

23. WAIVER
A waiver by Authority of any breach of any term, covenant, or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained herein, whether of the same or a different character.

24. INTEGRATED CONTRACT
This Agreement represents the full and complete understanding of every kind or nature whatsoever between the Parties, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Agreement will be effective only by a written document signed by both Authority and Consultant.

25. DRAFTING AMBIGUITIES
The Parties agree that they are aware that they have the right to be advised by counsel with respect to the negotiations, terms and conditions of this Agreement, and the decision of whether or not to seek advice of counsel with respect to this Agreement is a decision which is the sole responsibility of each Party. This Agreement shall not be construed in favor of or against either Party by reason of the extent to which each Party participated in the drafting of the Agreement. 4876-4534-2706 v1 Page 11 of 117
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26. INSERTED PROVISIONS
Each provision and clause required by law to be inserted into the Agreement shall be deemed to be incorporated herein, and the Agreement shall be read and enforced as though each were included herein. If through mistake or otherwise, any such provision is not inserted or is not correctly inserted, the Agreement shall be amended to make such insertion on application by either Party.

27. CAPTIONS AND TERMS
The captions in this Agreement are for convenience only, are not a part of the Agreement and in no way affect, limit or amplify the terms or provisions of this Agreement.

28. CONSEQUENTIAL DAMAGES
Neither Party shall be liable to the other for consequential damages, including, without limitation, loss of use or loss of profits, incurred by one another or their subsidiaries or successors, regardless of whether such damages are caused by breach of contract, willful misconduct, negligent act or omission, or other wrongful act of either of them.

29. SEVERABILITY
In the event that any part of this Agreement is found to be illegal or unenforceable under the law as it is now or hereafter in effect, either Party will be excused from performance of such portion or portions of this Agreement that is found to be illegal or unenforceable without affecting the remaining provisions of this AGREEMENT.

30. COUNTERPARTS/ELECTRONIC SIGNATURES
This Agreement may be executed electronically and in any number of counterpart, which together shall constitute one and the same agreement. A true and correct electronic copy of this Agreement may be used for all purposes as an original.

29. SIGNATORY AUTHORITY
The individual(s) executing this Agreement represent and warrant that they have the legal capacity and authority to do so on behalf of their respective legal entities.

IN WITNESS WHEREOF, the Parties have caused the Agreement to be executed as of the date set forth above.

NAME OF CONSULTANT
By: __________________________
Name: Jeff Chapin
Title: Co-Founder

CLEAN ENERGY ALLIANCE
A Joint Powers Authority
By: ___________________________
Name: Gregory Wade
Title: Chief Executive Officer
APPROVED AS TO FORM:
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_______________________
Counsel for Authority
ATTEST:
_____________________
Authority Clerk
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Exhibit A
Scope of Services
Consultant shall be responsible for providing a full range of single-family residential storage system installation services (the “Program”) that include, but are not limited to, the tasks set forth below.

1. Program Design and Set Up

1.1. Kickoff and Check-in Meetings
Consultant will develop an agenda and lead a program kickoff meeting with CEA to review program goals and objectives, budget, timeline, implementation, and administrative processes at a mutually determined date promptly following contract execution.

After the kickoff meeting, the Consultant will set up check-in meetings on a recurring schedule as mutually determined for the duration of the performance period. For check-in meetings, Consultant will work with CEA to determine the agenda at minimum one day prior to the meeting. Meetings will focus on program progress updates, reviewing deliverables, and determining expected milestones for the next meeting.

1.2. Finalize Program Design and Strategy
Consultant will assist CEA in finalizing the program approach and schedule. Prior to program launch, Consultant will:

1.2.1. Establish project team for both Consultant and CEA, delineating the responsibilities across different workstreams (e.g. marketing, project management, rebate admin, etc.)

1.2.2. Finalize Program Objectives, including target enrollment numbers and customer focus.

1.2.3. Create an end-to-end project plan inclusive of each process component required to fulfill the program’s goals and objectives

1.2.4. Co-develop with CEA refinements to customer qualification and engagement process

1.2.5. Provide a checklist and samples of all documents required of or delivered to any participating party, including those required to qualify for SGIP funding

1.2.6. Develop a process to receive and respond to customer inquiries with respect to their SGIP applications and installations

1.2.7. Determine process for enrolling systems into a Qualified DR Program as required for qualification in the Self-Generating Incentive Program (SGIP) program for both SGIP-eligible and non-SGIP-eligible customers.

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1.2.9. Identify system hardware, software and integration approach for both on-grid and off grid (islanded) functionality

1.2.10. Finalize project timeline

2. Administrative Reporting Tasks

2.1. Participate in Program Meetings
Program meeting frequency to be mutually determined but no less than bi-weekly basis during the customer enrollment and SGIP application period.

2.2. Provide Program Process Reports

2.2.1. Consultant will provide regular program progress reports. Consultant will share the report findings at the recurring check-in meeting. Program progress report content will evolve as the program evolves, but should include items such as marketing and sales metrics, SGIP metrics, installation metrics.

Exact metrics will be jointly agreed upon by CEA and Consultant.

2.2.2. The Program Process Reports should also include details on the Consultant’s expenses, if any.

2.3. Provide Monthly Invoices
The Consultant will provide monthly Expense Reports for eligible expenses as specified in Exhibit C, including all associated invoices, to receive payment for authorized remediation provided for customers. The Expense Report Template will include at minimum the following: specific customers served and expenses.

2.4. Co-develop a Customer Outreach Plan
Within 2 weeks of Professional Services Agreement (PSA) signing, Consultant and CEA will co-develop a Customer Outreach Plan that includes details on audience specifications and size, marketing channels, creative, cadence and timeline. Plan must be agreed upon with the Consultant to optimize for the SGIP funds availability and to achieve program targets.

2.5. Develop Virtual Power Plant (VPP) Plan
Consultant will develop a VPP plan in advance of starting installations. The VPP plan shall provide details on how Consultant will ensure compliance with SGIP Demand Response requirements and what additional grid services Consultant can provide to CEA for both SGIP-eligible and non-SGIP-eligible customers. 4876-4534-2706 v1
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2.6. Develop Final Program Report
Consultant will develop a Final Program Report within 3 months after completion of all installations. The Final Report will include at minimum the following:

2.6.1. Executive summary

2.6.2. List of outcomes for each Program Objective

2.6.3. Lessons learned and recommendations for future programs

2.6.4. Spreadsheet of all submitted customers and associated data including:

2.6.4.1. Customer contact information (name, address, phone, email)

2.6.4.2. Installed equipment and measures (make, model, nameplate power capacity, and nameplate energy capacity)

2.6.4.3. Relevant dates for each customer: RRF received, Permit Issue, Installation date, PTO received, ICF Received

2.6.4.4. SGIP rebate confirmation and rebate amount received

2.6.4.5. Qualified DR program and rate plan confirmation

2.7. Records Retention
Consultant shall retain electronic copies of any documents provided to or received from customer and/or SGIP incentive administrator for a minimum of 7 years and provide them to CEA when requested within 15 business days of the request.

3. Customer Engagement

3.1. Outreach Activities

3.1.1. Initial Outreach
Per Section 2.4, Consultant and CEA will collaborate to develop a detailed Customer Outreach Plan. Key terms outlined below:

3.1.1.1. Roles: CEA will be responsible for the initial marketing outreach to customers via a range of outreach channels, including but not limited to email, direct mail and paid digital. CEA will build and maintain a program webpage. Additionally, CEA may engage with community-based organization (CBO) partners to provide pre-qualified customer leads for the program.

3.1.1.2. Audience Scale: CEA will work with Consultant to maximize the scale of the outreach, ideally targeting >2,000 customers to ensure program enrollment targets are met. Customer attributes and volumes will be finalized in the Customer Outreach Plan

3.1.1.3. Creative: CEA will be responsible for the finalization of marketing copy and creative. Consultant will work closely with CEA staff to 4876-4534-2706 v1
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ensure customer materials are accurate and consistent with the SGIP program guidelines. Consultant will support on marketing copy and creative for all outreach channels. Consultant will perform this support at zero cost to CEA.

3.1.1.4. Leads: CEA outreach will direct customer leads to Consultant via phone, email and/or online forms. Final leadflow will be determined during program planning.

3.1.1.5. Customer contact information: CEA will provide Consultant with names, addresses and emails of any customer contacted thru CEA outreach, so that Consultant can track that customer as a CEA lead within the Consultant’s CRM.

3.1.1.6. Timing: CEA will begin customer outreach within 6 weeks of the start of the program.

3.1.2. Supplemental Outreach
If the Program is unable to achieve target numbers leveraging the CEA-led outreach, CEA may opt to engage the Consultant to perform its own paid marketing efforts. CEA and the Consultant will coordinate on an approach that will leverage paid channels such as Direct Mail, Meta, Google, and NextDoor, amongst others. Customers attributed to this acquisition effort will trigger the supplemental Customer Recruitment costs described in Exhibit C of the PSA.

Attribution will be tracked in the Consultant CRM and reported back on a recurring cadence to CEA.

3.1.3. Referral Program: Consultant will run a referral program for CEA SGIP customers that enables a CEA customer to refer other eligible customers into the program (friends, family, neighbors, co-workers, etc.). The referral program will work as such:

3.1.3.1. After a customer reaches the ‘contract-signed’ stage, Consultant sends the customer an email regarding the referral program.

Consultant Energy Advisors will also explain the referral program to customers.

3.1.3.2. The current referral program offers a $150 incentive gift card to the referrer for each additional customer that enrolls in the program and achieves RRF.

3.1.3.3. Consultant tracks referrals and manages payments through an online platform.

3.1.3.4. Referrals are unlimited and customers can view their referrals through a dedicated, secure portal.
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3.1.3.5. Consultant will attribute any referred customer that comes from a CEA customer referral to the CEA program, assuming the referred customer is a CEA customer.

3.1.3.6. Consultant will invoice these customers at cost to CEA as described in Exhibit C of the PSA.

3.2. Customer Qualification
The Consultant will own and manage all aspects of the customer qualification, including messaging, communications and methods. Consultant will:

3.2.1. Reach out to the customer via the leads generated by CEA

3.2.2. Confirm customer eligibility for the SGIP Residential Solar and Storage Equity, SGIP Storage Equity or SGIP Equity Resiliency Budgets. Screen out customers that are not eligible.

3.2.3. Perform technical assessment of home to identify (and possibly mitigate) any hurdles for installation.

3.2.4. Determine cost of remediation not covered by SGIP, such as roofing repair or MPUs and propose alternatives to finance the remediations.

3.2.5. Perform sizing analysis for battery storage or solar and battery storage systems based on customer’s historical usage.

3.2.6. Provide system proposal to customer.

3.2.7. Obtain a signed Homeowner Agreement (e.g. ESA) from the customer that is necessary for SGIP Reservation Request Form (RRF) submittal

3.3. Manage SGIP Rebate Submission
The Consultant will manage all aspects of the SGIP application process. Consultant will:

3.3.1. Create a checklist of the documents needed to qualify for funding under the relevant SGIP budgets

3.3.2. Secure all the necessary documents and signatures required to submit a successful SGIP application, per the SGIP Handbook, in coordination with CEA. Follow frequent updates to the SGIP Handbook and ensure compliance with the latest version.

3.3.3. Manage the SGIP application process, including, but not limited to:

3.3.3.1. Obtain required documents from customers in coordination with CEA
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3.3.3.2. Verify all submitted documents and determine the maximum amount of funding eligible from SGIP

3.3.3.3. Respond to questions and requests from the Program Administrator (SDG&E)

3.3.4. Submit complete SGIP Reservation Requests and Incentive Claim Forms in accordance with the SGIP Handbook on behalf of each customer to the SGIP Program Administrator (SDG&E) via the SGIP website

3.3.5. Retain copies of Reservation Request Forms, Confirmed Reservation Letters, Incentive Claim Forms, Final Rebate Confirmation, and other supporting documents per section 2.7.

4. Customer Support + Lifecycle Engagement
The Consultant will be responsible for the customer relationship once the contact is engaged by the Consultant, and the Consultant will own and manage customer support and lifecycle engagement. Consultant will:

4.1. Develop a customer support plan to answer participating customer questions and provide program and project process updates to customers

4.2. Provide a specific point of contact for CEA and customers to contact by phone and email for questions and issues. Both English and Spanish shall be supported.

4.3. Determine with CEA communications protocols for participating customer inquiries received directly by CEA.

5. Install Storage Systems
Upon receipt of an SGIP Confirmed Reservation, the Consultant will complete the following tasks within 18 months:

5.1. Manage all aspects of system installation as specified in the customer-approved Scope of Work including but not limited to:

5.1.1. Coordinate the project schedule with the customer and continue to provide prompt communications

5.1.2. Perform in person site survey to assess existing site conditions

5.1.3. Develop system single line electrical drawing and permit plan set

5.1.4. Apply for building permits on behalf of the customer

5.1.5. Install system per permitted plan-set, ensuring equipment is installed in accordance with all applicable federal, state, and local laws, building and fire codes, manufacturer’s specifications and permitting requirements 4876-4534-2706 v1
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5.1.6. Commission system per OEM requirements, ensuring proper operation in both on-grid and off-grid (islanded) mode

5.1.7. Collect Job Close Out (JCO) documentation from install partner that includes Installation photos to ensure a high quality of work

5.1.8. Obtain final inspection approval(s)

5.1.9. Submit interconnection application and obtain interconnection agreement from SDG&E

5.1.10. Receive permission to operate (PTO)

5.1.11. Establish monitoring system and portal

5.2. If applicable, provide electrical panel upgrades, withing mutually agreed upon guidelines

5.3. If applicable, provide roof repairs and other remediation, within mutually agreed upon guidelines

5.4. Periodically, as mutually determined with CEA, perform quality control procedures to evaluate Install Partner’s performance and implement changes as mutually deemed appropriate

5.4.1. Where an inspection has been provided by the local Authority Having Jurisdiction (AHJ), provide inspection report to CEA as requested, which will be used as quality control for that installation.

5.4.2. Additionally, CEA may request site visits of up to 10 homes receiving services. Consultant shall participate in project site visits with the designated CEA staff member(s) at a mutually determined date

5.5. System installations and remediation must be compensated with wages meeting prevailing wage requirements

6. Operations and Maintenance (“O&M”) Support of Systems Consultant shall:

6.1. Provide Warranty and O&M services for a period that matches SGIP program requirements

6.2. Within ten (10) business days of installation, educate customer in successfully operating and maintaining the new systems installed. Provide customer with equipment technical manuals, equipment warranty documentation, and installation warranty documentation

6.3. Monitor solar and battery storage system health compared to expected performance

6.4. As underperforming systems are identified, manage the diagnostics process. 4876-4534-2706 v1
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6.5. Respond to workmanship warranty calls as needed and assist customer in responding to product warranty issues. Address all workmanship and product replacement warranty issues to reasonable customer satisfaction.

7. Grid Services

7.1. Consultant will develop a Virtual Power Plant (VPP) Plan that defines the parameters by which it will operate battery storage systems. The VPP Plan will be shared with and approved by CEA before the start of installations.

7.2. The parties acknowledge and agree that the batteries deployed under this Agreement shall be operated in accordance with the following priorities:

7.2.1. SGIP Program Compliance: The batteries shall be primarily utilized to satisfy the requirements of SGIP, including adhering to the requirements of the Qualified Demand Response (DR) program, as well as SGIP’s battery storage cycling requirements, if applicable

7.2.2. Backup Power Provision: In the event of a grid outage, the batteries shall provide backup power to the homeowner in accordance with the system design and capacity

7.2.3. Daily Load Shifting: The batteries may also be utilized for daily load shifting purposes, subject to a reasonable, predetermined dispatch schedule provided by CEA

7.3. All homes will be enrolled in a SGIP-qualifying TOU rate plan, if not already covered by the requirements of Section 7.2

7.4. Consultant shall enroll all batteries into its DERMS platform to perform the services defined in the VPP Plan

7.5. CEA shall compensate Consultant on an optional, pay-for-performance basis for grid services provided at a rate described in Exhibit C. Program details and acceptance will be outlined in the VPP Plan.

8. Data Exchange for Customer, Installation and System Output All pertinent data related to the customer, their SGIP application, installation and system output must be provided to CEA.

8.1. Consultant shall maintain a master list of all installed customers that includes the following information

8.1.1. Customer contact information (name, address, phone, email)

8.1.2. Installed equipment and measures (make, model, nameplate power capacity, and nameplate energy capacity)

8.1.3. When relevant, expected solar yield per system, on an annual basis 4876-4534-2706 v1
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8.1.4. Relevant dates for each customer: RRF received, Permit Issue, Installation date, PTO received, ICF Received

8.2. Consultant shall retain the following records for each customer per Guidelines of Section 2.7 . CEA may request electronic data transfer of these records through a mutually determined method and frequency and with jointly defined data elements

8.2.1. Customer Scope of Work and resulting job orders

8.2.2. Photos or diagrams of site conditions prior to installation (from Site Survey) and photos of installed systems (from Job Close Out)

8.2.3. Completed customer forms and records, including all relevant SGIP documents, Program Participation Agreement, Loan agreement, building permits, interconnection agreement, and inspection reports

8.2.4. Customer payments collected, if any

8.3. Annually, Consultant shall provide standard system installation performance data for the battery storage system through an industry-standard portal:

8.3.1. Actual solar yield per system on a daily basis, rolled up into monthly and annual amounts to compared against expected values

8.3.2. Expected battery depth of dispatch and number of cycles per year

8.3.3. Actual meter-generated output for the battery dispatch volume on an hourly interval basis

8.3.4. Actual annual battery cycles per year

8.4. Provide grid services performance data. This includes performance associated with the Qualified DR Program into which each battery will be enrolled, as well as any load modification performance. All details of these system operations will be jointly established between Consultant and CEA as part of the Virtual Power Plant Plan. This data may come from a third-party such as an asset management platform or a DERMS provider.

8.5. Ensure data systems meet industry-standard security, including encrypted data when transferred
Exhibit B
CEA Obligations
In consideration of the services provided by Consultant described in Exhibit A and subject to the terms of the Agreement, CEA shall provide the following to Consultant:
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1. Lead Generation and Customer Outreach
a. Per Exhibit A, Section 2.4, CEA will co-create a Customer Outreach Plan with the Consultant in a timely manner in order to optimize for the SGIP funds availability and to achieve program targets.
b. CEA will actively reach out to its customers through various marketing channels to inform them about the opportunity to install battery systems. The volume of outreach must be large enough to achieve program targets. c. CEA will direct customer leads to the Consultant via mutually-agreed upon methods. Consultant will be responsible for verifying customer income and working with the customer and CEA to sort out issues that arise throughout the SGIP application process.

2. VPP
a. CEA will work with Consultant to develop a VPP plan that matches its needs. b. CEA will work with Consultant to develop and submit an SGIP-Qualifying Demand Response Program

3. Information Collection
a. CEA will provide the following information when requested by Consultant:
i. Copies of the customer’s utility bill
ii. Energy usage data
iii. Personal information for leads such as name, address, and contact details

4. Data Transmission
a. CEA will ensure that all customer data is transmitted to Consultant in a data compliant manner, adhering to relevant privacy and security regulations

5. Handoff and Scheduling Link
a. CEA will provide a formal handoff of lead to Consultant 4876-4534-2706 v1
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b. CEA will also provide customers with a scheduling link supplied by Consultant, allowing customers to schedule a consultation directly with Consultant.
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Exhibit B
Schedule of Performance
Following the execution of this Agreement, the parties shall promptly meet to collaboratively develop a detailed project schedule. This schedule will outline key milestones, deliverables, and timelines necessary for the successful completion of the services. The parties agree to work in good faith to finalize the schedule within a reasonable timeframe, ensuring alignment with the objectives and scope of work defined in this Agreement.

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Exhibit C
Compensation
Consultant shall satisfactorily provide the contemplated Services detailed in Exhibit A at a cost of zero dollars ($0) to CEA. As noted at various points in Exhibit A, there are Optional and Supplementary services for which the Consultant would charge CEA based on performance.

Optional and Supplemental Services include:

1. Recruitment Services: Should CEA request Consultant’s support for recruitment, Consultant has available a Consultant Referral Program referenced in Section 3.1.3 at a rate of $150 per referral achieved.

2. Grid Services: Should CEA request Consultant’s support with Grid Services through their VPP plan as described in Section 8, CEA and Consultant will negotiate in good faith, compensation for such services.

3. Home Remediation Services: From time to time, home remediation services may be needed. Any cost for home remediation not otherwise eligible for SGIP funds must be pre-approved by CEA, which reserves the right to approve or deny such costs at its sole discretion on a customer-by-customer basis.

Invoices
Monthly Invoicing: In order to request payment, Consultant shall submit monthly invoices to the Authority describing the services performed and the applicable charges (including a summary of the work performed during that period, personnel who performed the services and hours worked).

Additional Services
Consultant shall provide additional services outside of the services identified in Exhibit A only by advance written authorization from Authority prior to commencement of any additional services.

Consultant shall submit, at the Board’s request, a detailed written proposal including a description of the scope of additional services, schedule, and proposed maximum compensation.

Confident
ial
Haven Energy Master Services Agreement
(MSA) Rev A