CleanPowerSF is a program of the San Francisco Public Utilities Commission (SFPUC), an enterprise department of the City and County of San Francisco.
CleanPowerSF is committed to protecting customer privacy. Learn more at cleanpowersf.org/privacy.
OUR MISSION: To provide our customers with high-quality, efficient and reliable water, power and sewer services in a manner that values environmental and community interests and sustains the resources entrusted to our care.
525 Golden Gate Avenue, 7th Floor
San Francisco, CA 94102
T 415.554.0773
TTY 415.554.3488
[email protected]
Date: May 26, 2026
To: Commissioner Joshua Arce, President
Commissioner Steve Leveroni, Vice President
Commissioner Avni Jamdar
Commissioner Kate H. Stacy
Commissioner Meghan Thurlow
Through: Dennis J. Herrera, General Manager
Barbara Hale, Assistant General Manager, Power
Michael Hyams, Deputy AGM, CleanPowerSF and Power
Resources
From Cheryl Taylor, Manager, CleanPowerSF Operations
Subject CleanPowerSF Second Quarter Update, 2026
This memorandum serves as the regular quarterly update to the San Francisco Public Utilities Commission (SFPUC or Commission) on the Power Enterprise’s CleanPowerSF program.
The second quarter of calendar year 2026 update focuses on the following topics:
1. Program Service Statistics and Enrollment Activities
2. CleanPowerSF Ratings Upgrade
3. CleanPowerSF’s 10th Anniversary
4. Communications Activities
5. Customer Programs Update
6. Energy Procurement and Planning Activities
* *
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1. Program Service Statistics and Enrollment Activities CleanPowerSF continues to provide clean electricity generation services to San Francisco customers, serving about 3 90,000 active customer accounts as of May 2026. CleanPowerSF’s opt-out rate remains stable at approximately
4.86 percent of all enrolled accounts.
Figure 1: CleanPowerSF Enrollment, May 2026
Customer enrollment in SuperGreen, CleanPowerSF’s optional 100 percent renewable energy product, is currently at about 1.97 percent of active accounts, down slightly from 1.99 percent since the previous quarterly report.
In total, renewable energy sales to SuperGreen customers accounted for 18 .9 percent of CleanPowerSF’s energy sales in calendar year 2025.
Enrollment in the SuperGreen Saver program is currently fully subscribed at 1,441 accounts.
2. CleanPowerSF Ratings Upgrade
Moody’s Ratings has upgraded the credit rating for San Francisco’s CleanPowerSF community choice energy program from A2 to A1, with a stable outlook. The upgrade reflects CleanPowerSF’s stronger cash reserves, steady financial management, and the program’s ability to adjust rates in a changing energy market. CleanPowerSF also has no outstanding debt.
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For more information see: Moody’s Ratings Upgrades CleanPowerSF to A1, Recognizing the Strength of San Francisco’s Public Power Program — CleanPowerSF 20261.
3. CleanPowerSF’s 10th Anniversary
May 1st marked CleanPowerSF’s 10th full year of serving San Franciscans with affordable and more renewable electricity service. Since CleanPowerSF began serving customers, we have
• Saved our customers over $146 million on their electricity bills compared to PG&E;
• Helped San Francisco reduce greenhouse gas emissions from electricity use by 99.7 percent; and
• Committed $3.5 billion to new renewable energy and energy storage projects.
Our 10th anniversary campaign will increase awareness of CleanPowerSF’s positive impact and of opportunities to participate in our programs and services.
Visit our dedicated webpage to see videos2 that feature 10 customers, representing residential and commercial customers and community -based organizations. The celebration will run through July across social media, bus shelters, streaming platforms, local newspapers, and more. Ads will run in English, Chinese, Spanish, Filipino, and Vietnamese.
1 Please find this press release on the CleanPowerSF website at https://cleanpowersf.org/news/moodys- ratings-upgrades-cleanpowersf-to-a1-recognizing-the-strength-of-san-franciscos-public-power-program.
Accessed on May 18, 2026.
2 Please find our dedicated webpage at https://cleanpowersf.org/anniversary and a link to this video on the SFPUC YouTube channel at https://youtu.be/2qFazpVPplc. Accessed on May 6, 2026.
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Figure 2: Graphic of the CleanPowerSF 10th Anniversary Campaign with eight photos of business owners and community members
a) Climate and Clean Energy High School Video and Writing Contest
As part of our 10 th anniversary celebration, CleanPowerSF partnered with the San Francisco Kindergarten to College (K2C) Program and launched the first ever Climate and Clean Energy High School Video and Writing Contest.
Current 9
th through 12th grade students in San Francisco Unified School District (SFUSD) and SFUSD-affiliated charter schools had the opportunity to interpret and convey the theme “Powering San Francisco’s Future” in a short-form video, a poem or a persuasive speech.
Flyers were translated in seven languages and students could submit their work in their preferred language: English, Arabic, Chinese, Filipino, Russian, Spanish, Samoan, and Vietnamese. Eighty participating students received a $500 scholarship from CleanPowerSF in their K2C accounts. Staff plan to leverage the students’ creativity to support outreach and education about our services in the community.
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Figure 3: Video & Writing Contest Graphics in English, Vietnamese and Spanish, respectively
4. Communications Activities
CleanPowerSF is in the community, and we regularly communicate with customers and the general public about our programs and services. Below are some highlights from this past quarter.
a) Refreshed Website Launched in April
CleanPowerSF launched a refreshed website in April to improve overall design and functionality, especially for people with disabilities. The new website makes it easier to connect customers to money -saving programs, whether they need help paying their bills or support to electrify.3 And with the deadline updated to April 2027, the website is fully compliant with the Americans with Disabilities Act one year ahead of time.
Figure 4: An image of the refreshed webpage for CleanPowerSF with a photo of a girl turning on the lights.
3 For more information, please visit our website at https://cleanpowersf.org/lower-my-bill and https://cleanpowersf.org/electrify-your-home. Accessed May 21, 2026.
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b) Spring Customer Newsletter
The spring customer newsletter highlighted CleanPowerSF’s 10 th anniversary and transformational impact on the community. The newsletter also introduced customers to a new program to help them electrify their homes and receive bill credits for every appliance they upgrade. Customers were also invited to provide input on the Integrated Resource Plan and share feedback on the updated website. The customer newsletter is provided in English, Spanish, Cantonese, Filipino and Vietnamese.
c) Outreach and Engagement
CleanPowerSF implemented a Pilot Partnership Renewable Energy Outreach Program with the San Francisco Environment Department to bring awareness of solar and clean energy to schools that have SFPUC solar systems on their roofs. We delivered 10 lessons and engaged students from eight K -12 public schools: Alvarado Elementary School, Burton High School, Cesar Chavez Elementary School, Downtown High School, Marina Middle School, Starr King Elementary School, Thurgood Marshall High School, and Visitation Valley Middle School.
Figure 5: Clean Energy Lesson Delivered at Visitation Valley Middle School.
CleanPowerSF staff attended community and educational events across San Francisco during Earth Month, speaking to customers, students, and the general public about clean energy, SuperGreen, and electrification programs.
These included:
• San Francisco Environment Department Green Business Expo • College Hill Garden 10th Anniversary Celebration
• Electrifying Without Upsizing, Climate Tech Showcase
• University of San Francisco Earth Day
• San Francisco Environment Department Climate Action Youth Summit
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Figure 6: CleanPowerSF Staff speaking with students at the Environment Climate Action Youth Summit
5. Customer Programs Update
CleanPowerSF continues to develop and offer programs that help customers manage their energy costs, reduce their carbon footprint, and align with City and state environmental goals. Below are some highlights from this past quarter.
a) Electrify Your Home (previously Water Heater Upgrade Program)
As of April 2026, the “Water Heater Upgrade” program is now the expanded "Electrify Your Home" program . The Electrify Your Home program now offers incentives to homes that add qualifying heat pumps, electric cooking, and electric clothes dryers in addition to our existing water heating offering. The program will provide $50 per month credits to customer bills when they electrify their appliances. The length of time these bill credits would apply depends on which upgrade(s) are taken. For example, two years of bill credits offered for the installation of heat pump water heaters and HVAC heat pumps , and if both measures are undertaken credits may be received for a total of four years.
In addition to adding the four main residential gas appliances, there are also bonuses for customers who also participate in the California Alternate Rates for Energy (CARE) or the Family Electric Rate Assistance (FERA) , income- qualified utility programs that significantly lower monthly utility bills for eligible households. There are also credits for gas service removal and a referral program to help spread the word.
In looking back at the previous Water Heater Upgrade program, as of April 17, 2026, we've had a total of 55 customers enroll in bill credits to date. Among those who have participated thus far, 84 percent have reported this program as a high or moderate influence on their decision to electrify their hot water .
Reducing emissions was rated as the key motivating factor for those participating.
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6. Energy Procurement and Planning Activities
a) Status of Renewable Energy & Storage Solicitations
The SuperGreen Saver program provides 100 percent renewable energy at a 20 percent discount to qualifying low -income residential customers residing in state-defined Disadvantaged Communities (DACs). Under California Public Utilities Commission ( CPUC) decision (D.) D.18-06-027 and Resolution E - 5124, program administrators are required to hold at least one solicitation per year, or as necessary, until available capacity is fully procured.
CleanPowerSF issued a request for offers (RFO) for new renewable resources to supply SuperGreen Saver on February 6, 2026. 4 The RFO solicits new renewable energy resources, either alone or pair ed with a battery energy storage system ( BESS) resource of between 0.5 megawatts ( MW) and 3 MW for terms between 10 and 20 years. Projects must be located either in a DAC or within a five-mile radius of a DAC. Staff are currently evaluating the offers received. We anticipate entering into at least one power purchase agreement resulting from the RFO later this year.
b) Execution of N ew Long-term Solar and Energy Storage Agreements
On April 14, 2026 the San Francisco Board of Supervisors approved and authorized CleanPowerSF’s participation in California Community Power’s (CC Power) procurement of the Will ow Rock Long Duration Storage Project. CC Power was established in February 2021 to leverage the combined buying power of CCAs for energy supply, programs, and services . CleanPowerSF became a member of CC Power in April 2021. CC Power contracted for 50 MW of capacity from this project and CleanPowerSF’s share is 11.5 MW.
The Willow Rock Energy Storage Center is an Advanced Compressed Air Energy Storage resource developed by Hydr ostor and located in Rosamond, CA. The resource is expected to achieve commercial operation in July 2030 and will provide resource adequacy capacity and 8-hour energy storage services. The project will be built under a project-labor agreement and will provide community benefits of $2.1 million per year over five years to local causes.
The Willow Rock Energy Storage Center will contribute to CleanPowerSF’s compliance with the CPUC ’s June 2021 mandate to procure long-duration energy storage resources. In 2024 CC Power issued an RFO for renewable and energy storage supplies and recei ved offers from 30 long-duration storage projects. The project was selected by CC Power for a contract due to its high
4 For more information see: https://sfbid.sfwater.org/opportunity-details/367/2026-disadvantaged- communities-green-tariff-(re-bid)#tab=details. Accessed on May 19, 2026.
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development viability and technology diversification benefits. This contract will be CleanPowerSF’s first energy storage project to use technology other than lithium-ion batteries.
c) Anticipated Commercial Operations of New Renewable and Energy Storage Resources
Through the end of 2026, five projects under contract with CleanPowerSF are expected to achieve their commercial operation dates which marks the start of delivery of renewable energy and energy storage products to our customers.
These projects are summarized in the table below:
Project Name Location Technology Capacity Expected
Commercial
Operation Date
Tumbleweed Long-
Duration Storage
Kern County,
CA
Lithium-ion Battery 12 MW June 2026
SunZia Wind New Mexico Wind 100 MW June 2026
Gonzaga Ridge
Wind and Storage
Merced County,
CA
Wind and Lithium-
ion Battery
147 MW
(wind)
50 MW
(battery)
July 2026
Aramis Solar and
Storage
Alameda
County, CA
Solar and Lithium-
ion Battery
75 MW
(solar)
75 MW
(battery)
October 2026
Easley II Solar Riverside
County, CA
Solar 50 MW October 2026
d) CleanPowerSF’s Next Integrated Resource Plan
The CPUC requires load serving entities under its jurisdiction, including CleanPowerSF, to submit integrated resource plans ( IRPs) approximately every two years. The SFPUC adopted CleanPowerSF’s 2022 IRP in October of 2022, and staff submitted the plan to the CPUC on November 1, 2022. The IRP process supported the SFPUC’s approval of a “preferred” resource portfolio that best balanced the City’s goals for CleanPowerSF of affordability, cleaner energy, local investment, and financial sustainability. For the 2022 IRP, CleanPowerSF analyzed four future energy supply portfolio s cenarios and determined that the 90 Percent Time Coincident Portfolio best balanced the program's various goals while achieving and maintaining the City’s overarching goal of supplying 100 percent clean and renewable electricity supply by 2025.
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In the 90 Percent Time Coincident Portfolio, renewable generation supplies at least 90 percent of customer demand across all hours of the year.
CleanPowerSF began preparations for its next IRP cycle in 2025. A series of rulings from the CPUC resulted in an uncertain timeline for load serving entities to submit their IRPs . A ruling issued in February set the due date for the next IRP to August 10, 2026.
With final guidelines issued and a due date set by the CPUC, staff commenced energy portfolio modelling in April. Staff published draft analysis results for public review on the CleanPowerSF website on May 25, 2026. A community engagement process featuring a two-week written comment period (commenced on May 26, 2026), a staff webinar, and open “on-line” office hour meetings will be available to interested community members beginning in late May and running into June. Staff plan to present a recommendation for CleanPowerSF’s 2026 IRP to the Commission for approval at its meeting on July 14, 2026. C ommunity members can visit Integrated Resource Plan — CleanPowerSF 2026 5 for up-to-date analysis results and IRP schedule information.
5 For more information, please see https://cleanpowersf.org/resourceplan. Accessed on May 18, 2026.