AGENDA
ORANGE COUNTY POWER AUTHORITY
REGULAR MEETING OF THE BOARD OF DIRECTORS
Monday, March 10, 2025
4:30 p.m.
This meeting will proceed as an in-person meeting at 15310 Barranca Parkway, Suite 250, Irvine, CA 92618. In addition, as a convenience to the public, the Orange County Power Authority is also providing an option for members of the public to remotely view and participate in the meeting. Further details are below. Please note that, in the event of a technical issue causing a disruption in the remote participation option, the meeting may continue unless otherwise required by law.
Public Comments: Any member of the public may provide comments to the Orange County Power Authority Board of Directors on any agenda items by requesting to speak during Item 4, or on any matter not appearing on the agenda but within the jurisdiction of the Board by requesting to speak during Item
5. When providing comments to the Board, it is requested that you provide your name and city of residence for the record. Commenters are requested to address their comments to the Board as a whole through the Chair. Comments may be provided in the following manner:
To provide comments during the meeting, in-person attendees, please fill out the public speaker slip and provide it to the clerk at the beginning of the meeting. Before Items 4 and 5, the Chair or Clerk will ask members of the public to join the queue to provide public comment. The queue will remain open for a reasonable amount of time to allow members of the public sufficient time to request to speak and inform the Board of the number of speakers. After such time, the queue will be closed and the members of the public who have joined the queue to speak will be recognized at the appropriate time may speak. To join the queue on Zoom video conference by computer or mobile phone, use the “Raise Hand” feature. If joining the meeting using the Zoom dial-in number, you can raise your hand and join the queue by pressing *9. Members of the public will not be shown on video but will be able to speak when called upon.
Comments shall generally be limited to three minutes when speaking, provided that the Chair may equally reduce each speaker’s time to accommodate a large number of speakers or a large number of agenda items.
Written Communications: If you have a written communication that you wish to be distributed to the Board, please provide it via e-mail to [email protected]. Written communications are public records and, if received by 5:00 p.m. on the day prior to the meeting, will be distributed to the Board prior to the meeting by either e-mail or hard-copy, posted on the Authority’s website and noted, but not read, at the meeting. Communications received after the 5:00 p.m. deadline will be retained in the Authority’s records.
The public may participate using the following remote options:
ZOOM WEBINAR
Please click the link below to join the webinar:
Launch Meeting - Zoom
Dial-in: 1-669-900-6833
Webinar ID: 820 1529 0588
1. CALL TO ORDER
2. PLEDGE OF ALLEGIANCE
3. ROLL CALL
4. PUBLIC COMMENTS ON AGENDA ITEMS
Opportunity for members of the public to address the Board on any items on the agenda.
5. PUBLIC COMMENTS ON NON-AGENDA ITEMS
Opportunity for members of the public to address the Board on any items not on the agenda but within the jurisdiction of the Board.
6. DIRECTOR ANNOUNCEMENTS & REPORTS ON CONFERENCES/EVENTS
ATTENDED
Board Members may briefly provide information to other members of the Board and the public, ask questions of staff, or report on conferences, events, or activities related to Authority business. There is to be no discussion or action taken on comments made by Board Members unless authorized by law.
7. CONSENT CALENDAR
All items listed under the Consent Calendar are considered to be routine and may be enacted by one motion. Prior to the motion to consider any action by the Board of Directors, any public comments on any of the Consent Items will be heard. There will be no separate action unless members of the Board of Directors request specific items be removed from the Consent Calendar.
1. MINUTES FOR THE REGULAR BOARD MEETING OF FEBRUARY 10, 2025 Recommended Action:
Approve as submitted.
2. COMMUNITY ADVISORY COMMITTEE UPDATE
Recommended Action:
Receive and file.
3. LEGISLATIVE AND REGULATORY UPDATE
Recommended Action:
Receive and file.
4. SUPPORT SB 540 - INDEPENDENT SYSTEM OPERATOR: INDEPENDENT REGIONAL ORGANIZATION AND SB 239 – OPEN MEETINGS:
TELECONFERENCING: SUBSIDIARY BODY
Recommended Action:
Approve positions on legislation as recommended by Staff: Support SB 540 - Independent System Operator: independent regional organization and SB 239 - Open meetings: teleconferencing: subsidiary body.
5. MARKETING AND COMMUNICATIONS UPDATE FOR JANUARY-FEBRUARY 2025 Recommended Action
Receive and file.
6. TREASURER’S REPORT – FISCAL YEAR ENDED DECEMBER 31, 2024 AND Q4 2024 CHECK REGISTER
Recommended Action
Receive and file.
7. PUBLIC RECORDS ACT REPORT
Recommended Action
Receive and file.
8. 2024 SUPPLIER DIVERSITY REPORT & 2025 ANNUAL PLAN
Recommended Action:
Receive and file.
8. REGULAR CALENDAR
The following items call for discussion or action by the Board of Directors. The Board may discuss and/or take action on any item listed below if the Board is so inclined.
1. ADVANCED METERING INFRASTRUCTURE TRI-ANNUAL AUDIT
Recommended Action:
Receive and file.
2. APPROVE FISCAL YEAR 2024-25 MID-YEAR BUDGET AMENDMENT Recommended Action:
Approve Fiscal Year 2024-25 Mid-Year Operating Budget Amendment, as proposed in Attachment 1.
3. A LOCAL GENERATION PROJECT AT THE GREAT PARK IN IRVINE Recommended Action:
Receive and file.
9. STAFF REPORT
Staff may briefly provide information to the Board and the public. The Board may engage in discussion if the specific subject matter of the report is identified, but the Board may not take any action. There is to be no other discussion or action taken unless authorized by law.
10. ADJOURNMENT
Compliance with the Americans with Disabilities Act
Board of Directors meetings comply with the protections and prohibitions of the Americans with Disabilities Act. Individuals with a disability who require a modification or accommodation, including auxiliary aids or services, in order to participate in the public meeting may contact 949- 263-2612. Requests for disability-related modifications or accommodations require different lead times and should be provided at least 72-hours in advance of the public meeting.
Availability of Board Documents
Copies of the agenda and agenda packet are available at www.ocpower.org. Late-arriving documents related to a Board meeting item which are distributed to a majority of the Board prior to or during the Board meeting are available for public review as required by law. Public records, including agenda-related documents, can be requested electronically at [email protected] or by mail to 15642 Sand Canyon Avenue, P.O. Box 54283, Irvine, CA 92619-4283. The documents may also be posted at the above website. Such public records are also available for inspection, by appointment, at 15310 Barranca Parkway, Suite 250, Irvine, CA 92618. Please contact [email protected] to arrange an appointment.
MINUTES
REGULAR MEETING
BOARD OF DIRECTORS
ORANGE COUNTY POWER AUTHORITY
Monday, February 10, 2025
OCPA Board Regular Meeting of February 10, 2025 Page 1
1. CALL TO ORDER
Chair Sonne called to order the Regular Meeting of the Orange County Power Authority Board of Directors at 4:37 p.m. on Monday, February 10, 2025.
2. PLEDGE OF ALLEGIANCE
Vice Chair Mai led the Pledge of Allegiance.
3. ROLL CALL
Present: Director William Go City of Irvine
Director Glenn Grandis City of Fountain Valley
Director Fred Jung City of Fullerton
Vice Chair James Mai City of Irvine
Chair Susan Sonne City of Buena Park
4. PUBLIC COMMENTS ON AGENDA ITEMS
None.
5. PUBLIC COMMENTS ON NON-AGENDA ITEMS
None.
6. DIRECTOR ANNOUNCEMENTS & REPORTS ON CONFERENCES/EVENTS
ATTENDED
Chair Sonne and CEO Mosca presented the staff anniversary certificates.
7. CONSENT CALENDAR
ACTION
Director Jung made the motion, seconded by Director Grandis to:
Approve consent calendar items 7.1 – 7.6.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Sonne, Vice Chair Mai, Director Jung,
Director Grandis, Director Go
Noes: None
Absent: None
OCPA Board Regular Meeting of February 10, 2025 Page 2
1. MINUTES FOR THE REGULAR BOARD MEETING OF JANUARY 22, 2025
Action Taken:
Approved as submitted.
2. LEGISLATIVE AND REGULATORY UPDATE
Action Taken:
Received and filed.
3. RISK OVERSIGHT COMMITTEE UPDATE
Action Taken:
Received and filed.
4. RATIFY RATES EFFECTIVE FEBRUARY 10, 2025
Action Taken:
Ratified the rates effective February 10, 2025.
5. UPDATE ANNUAL ENERGY USAGE AND VOTING SHARES
Action Taken:
Approved update to the weighted voting exhibits of OCPA’s Joint Powers Agreement.
6. OCPA 2024 STRATEGIC PLAN PROGRESS UPDATE & 2025 LOOK AHEAD
Action Taken:
Received and filed.
8. REGULAR CALENDAR
1. ADOPT THE 2025 MEETING SCHEDULE
Board Clerk and Assistant to the CEO Jacquez-Nares provided a brief summary of this item.
Director Jung made the motion, seconded by Director Grandis to:
1. Schedule the Board of Directors meetings for the second Monday of each month at 4:30 p.m.
OCPA Board Regular Meeting of February 10, 2025 Page 3
2. Adopt Resolution No. 2025-03, A Resolution of the Board of Directors of Orange County Power Authority Setting the Regular Meetings of the Board of Directors for 2025.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Sonne, Vice Chair Mai, Director Jung,
Director Grandis, Director Go
Noes: None
Absent: None
2. GRANT FUNDING APPROVAL FOR EQUITABLE BUILDING
DECARBONIZATION PROGRAM PARTNERSHIP
Director of Communications & External Affairs Henderson provided a summary of this item.
A Board Member and Staff discussion ensued, and recommendations were provided to Staff.
Director Jung stated their concerns with the addition of a new staff member.
Vice Chair Mai asked about the total funding allocation and expressed his concern about the addition of a new staff member.
Director Grandis also stated his concerns with adding a new staff member.
Director Jung made the motion, seconded by Director Go to:
1. Approve the execution of the Memorandum of Understanding (MOU) between Orange County Power Authority (OCPA) and the County of Los Angeles for participation in the California Energy Commission (CEC) Equitable Building Decarbonization Direct Install (EBD-DI) Program.
2. Authorize the Chief Executive Officer to finalize and execute the MOU, including any nonsubstantive modifications.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Sonne, Vice Chair Mai, Director Jung,
Director Grandis, Director Go
Noes: None
Absent: None
3. COMMUNITY POWER PLAN UPDATE
Director of Communications & External Affairs Henderson provided a summary of this item.
OCPA Board Regular Meeting of February 10, 2025 Page 4
Action Taken:
Received and filed.
4. COMMUNITY ADVISORY COMMITTEE MEETING STIPEND
REQUEST
Director of Communications & External Affairs Henderson provided a summary of this item. Community Engagement Manager Kraemer also provided additional information on this item.
Chair Sonne made the motion, seconded by Director Grandis to:
1. Approve the Community Advisory Committee meeting compensation stipend of $50 for one monthly meeting.
2. Approve the updated Policy Number 005: Board of Directors and Community Advisory Committee Members’ Compensation and Expense Reimbursement Policy, which includes the Community Advisory Committee meeting compensation stipend of $50 for one monthly meeting.
3. Update the Community Advisory Committee Membership Criteria.
The motion carried by the following 3-2 vote:
Ayes: Chair Sonne, Director Grandis, Director Go
Noes: Vice Chair Mai, Director Jung
Absent: None
5. APPOINTMENT OF BOARD DIRECTOR(S) TO LEGISLATIVE AND
REGULATORY COMMITTEE AND MARKETING AND
COMMUNICATIONS COMMITTEE
Director Jung made the motion, seconded by Vice Chair Mai to:
Approve the Chair’s appointment of Board Director(s) Sonne and Jung to the Legislative and Regulatory Committee and Grandis and Go to the Marketing and Communications Committee.
The motion carried unanimously by the following 5-0 vote:
Ayes: Chair Sonne, Vice Chair Mai, Director Jung,
Director Grandis, Director Go
Noes: None
Absent: None
9. STAFF REPORT
CEO Mosca provided his full report in the agenda packet.
OCPA Board Regular Meeting of February 10, 2025 Page 5
10. ADJOURNMENT
There being no further business to come before the Board, Chair Sonne adjourned the February 10, 2025, Orange County Power Authority Board Regular meeting at 5:35 p.m.
Submitted by:
Pat Jacquez, Authority Secretary
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item No. 7.2
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Jacquie Henderson, Director of Communications & External Affairs Andrew Di Giovanna, External Affairs Manager
Linda Kraemer, Community Engagement Manager
Approved By: Joe Mosca, Chief Executive Officer
Subject: COMMUNITY ADVISORY COMMITTEE (CAC) REPORT
Date: March 10, 2025
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and file.
MEETING REPORT
On Monday, February 10, 2025, at 6:00 p.m., the Community Advisory Committee (CAC) held its monthly meeting. The meeting included the election of a new chair and vice chairs, discussion of the 2025 Strategic Planning process, review of the roles and responsibilities of CAC members, consideration of representation at the California Community Choice Association (CalCCA) Annual Conference, and a training session on the Brown Act and Public Records Act.
Election of Chair and Vice Chairs
The committee conducted its annual election of officers. Dominic Bendinelli was elected as chair, Shanin Ziemer was elected as first vice chair, and Melisa Masri was re-elected as second vice chair.
The newly elected officers assumed their roles immediately following the vote and proceeded with the remainder of the meeting under the new leadership structure.
Brown Act & Public Records Training
OCPA’s General Counsel provided a training session on the Brown Act and Public Records Act, covering open meeting requirements, restrictions on serial communications, and transparency responsibilities. Staff also clarified rules regarding one-on-one communications with committee members and staff, emphasizing the need to avoid discussions that could be perceived as decision-making outside of public meetings. The discussion also addressed best practices for compliance with public records laws and guidelines for handling meeting-related communications.
Roles and Responsibilities of CAC Members
Staff reviewed the roles and responsibilities of CAC members, reiterating their function as an advisory body to the OCPA Board of Directors. Members were reminded that CAC meetings are governed by the Brown Act and must be open to the public, and that their role includes providing policy feedback, engaging with community stakeholders, and supporting public outreach. Some members inquired about their influence on policy decisions, with staff clarifying that while the CAC does not have decision-making authority, its input is valued in shaping OCPA’s strategic direction.
Strategic Planning Discussion
OCPA staff led a discussion on the 2025 Strategic Planning process, seeking input from the CAC on key goals and priorities. Committee members reviewed the existing three-year Strategic Plan (2023- 2026) and were asked to provide recommendations for the 2025 update. Staff highlighted major priorities from the 2024 plan, including financial sustainability, community outreach, and customer education efforts. The committee provided feedback on methods by which OCPA might be able to refine its strategic direction, with an emphasis on enhancing engagement with underserved communities, ensuring affordability, and increasing transparency in energy procurement decisions.
CalCCA Annual Conference Representation
The committee discussed participation in the upcoming California Community Choice Association (CalCCA) Annual Conference. The conference serves as an opportunity for CAC representatives to gain insights from other Community Choice Aggregators, share best practices, and engage in policy discussions relevant to OCPA’s mission. A motion was approved for the chair and vice chair to attend as CAC representatives.
Updates from Staff
OCPA staff provided an update on the organization’s financial outlook and operational priorities.
Staff confirmed that there would be no changes to the 2025 rate design, emphasizing the need to prevent abrupt price fluctuations for customers. The procurement strategy for energy supply was reviewed, with OCPA planning to secure 50 percent renewable energy and 40 percent carbon-free sources in 2025, with a scheduled increase to 60 percent renewable energy and 40 percent carbon-free in 2026. Staff also provided an update on the Community Power Plan launch, which was recently approved by the OCPA Board and aims to engage local organizations and expand outreach efforts to underserved communities.
FISCAL IMPACT
None
ATTACHMENT
None
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 7.3
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Steven Halligan, Regulatory and Legislative Manager Approved by: Joe Mosca, Chief Executive Officer
Subject: LEGISLATIVE AND REGULATORY UPDATE
Date: March 10, 2025
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and file.
BACKGROUND
Orange County Power Authority (OCPA) staff actively participate in several regulatory proceedings at the California Public Utilities Commission (CPUC), California Independent System Operator (CAISO), and the California Energy Commission (CEC). A summary and status update of active proceedings since the previous update is included below.
February 21 was the deadline for California legislators to introduce legislation. Staff continuously monitor and analyze introduced legislation for impacts on OCPA. Staff are currently monitoring 118 pieces of legislation. Details of the legislation being tracked are included in the attached OCPA 2025 California Bill Tracker.
The OCPA Regulatory and Legislative Committee met on March 6, 2025. Staff presented several regulatory and legislative measures related to affordability. Topics included Governor Newsom’s Executive Order (EO N-5-24) related to lowering the costs of energy bills, the CPUC and CEC responses to the EO, public financing of electrical transmission, regional organization legislation, the Power Charge Indifference Adjustment (PCIA) proceeding, Resource Adequacy Slice of Day Obligation Transactability, and a Federal Update.
ANALYSIS AND DISCUSSION
Power Charge Indifference Adjustment – R.25-02-005
Background: This rulemaking was initiated to consider changes to the Power Charge Indifference Adjustment (PCIA), as well as changes to rules and processes applicable to the Energy Resource Recovery Account (ERRA) annual forecast and compliance proceedings. The proposed scope of the proceeding has two tracks: (1) Track 1, considering on an expedited basis updates to the Resource Adequacy (RA) Market Price Benchmark (MPB) on an expedited basis, with a proposed decision expected in May, 2025; and (2) Track 2, considering other issues including (a) additional review or revisions to MPBs, (b) ERRA guidance for RA program changes, include the Slice-of- Day framework, (c) Bundled Procurement Plan guidance changes, (d) improved PCIA and ERRA mechanisms to reduce rate volatility, and (e) guidance for PCIA resource vintaging.
Update: The Commission adopted the PCIA-ERRA OIR on February 20, 2025 and issued it February 26, 2025. OCPA has been named as a formal respondent. OIR Comments are due March 18 - 20 days after issuance of the OIR. Reply Comments are due April 2. The OIR includes the following Energy Division Staff proposals for Track 1 related to improving the accuracy of the RA MPB:
Include all transactions available for given delivery year for all system, flex, and local RA forecast and final adders;
Exclude affiliate transactions from the calculation of the MPB; Exclude swap and sleeve transactions from the MPB;
Consider using monthly values for the MPBs;
Consider using one value for all MPBs, including system, local, and flex; and Consider interim adoption of proposals for 2026 followed by a more complete reexamination the following year.
Staff are working with CalCCA to file a joint CCA response prior to the deadline.
Integrated Resource Planning – R.20-05-003
Background: The Integrated Resource Planning (IRP) proceeding considers the CPUC’s electric procurement policies and programs to ensure safe, reliable, and cost-effective electricity supply.
The proceeding evaluates system, local, and flexible reliability needs ten years out, authorizes procurement, and reviews load-serving entities’ (LSEs) procurement plans.
Update: On February 14, 2025, the CPUC issued a revised Proposed Decision on the 2025-2026 TPP Portfolios. The Commission approved the revised Proposed Decision at the February 20, 2025, meeting. The revised Proposed Decision:
Remaps approximately 200 MW of geothermal resources to Northern Nevada for study in the sensitivity portfolio;
Clarifies the request to CAISO to reserve deliverability for Out of State (OOS) Wind and Offshore Wind, including clarifying its request is inclusive of the amounts with deliverability already reserved;
Clarifying the MW amounts of OOS wind resources in the base case that the CPUC asks the CAISO to study but not yet trigger upgrades for;
Expands on its rationale for mapping pumped storage to align with the San Vicente pumped storage project;
In response to CalCCA comments, clarifies that it will not be possible to use November 2025 Load Serving Entity IRPs for the next Transmission Planning Process portfolio cycle, but that it will use most recently available procurement data from LSEs The CPUC hosted a workshop on February 27, 2025, to review the draft inputs and assumptions for IRP modeling. Informal comments on the workshop are due March 7, 2025.
On February 10, CalCCA submitted comments on behalf of all CCA’s on the Long-Duration Eneryg Storage Councils Petition for Modification. The comments stated that theCommission should not grant the LDES Council’s PfM and provide the requested clarification because:
• Deny the LDES Council’s PfM on the grounds that it is unnecessary, given the unambiguous definition of LDS in D.21-06-035 as “able to deliver at maximum capacity for at least eight hours from a single resource”; and
• If the Commission grants the LDES Council’s PfM and modifies the Decision, however, such modification should only apply prospectively to contracts executed after the issuance of the final decision on the PfM to avoid retroactive application and disadvantaging those that have relied on that unambiguous language in their procurement decisions.
Resource Adequacy – R.21-10-002 and R.23-10-011
Overview: The Order Instituting Rulemaking (OIR) for R.21-10-002 set forth the following objectives: to continue the CPUC’s oversight of the Resource Adequacy (RA) program, to consider broader structural reforms to the program, and to establish RA procurement obligations for LSEs beginning with the 2023 RA year. This proceeding is split into two tracks. The implementation track has considered near term reforms, including the adoption of the local and flexible capacity requirements, reforms to the CPE structure, modifications to the planning reserve margin (PRM), and revisions to RA counting. The reform track considers broader structural changes to effectuate a 24-hour slice of day (SOD) framework.
The OIR for R.23-10-011 continues the CPUC’s oversight of the RA program, establishes forward RA procurement obligations applicable to LSEs beginning with the 2025 compliance year, and considers structural reforms to the program. This proceeding is the successor to proceeding R.21- 10-002 and includes the following issues in scope:
(1) adoption of local and flexible RA requirements;
(2) loss of load expectation (LOLE) study and PRM;
(3) 24-hour SOD framework;
(4) unforced capacity (UCAP);
(5) QC counting conventions;
(6) RA compliance and penalties; and
(7) other refinements to the RA program.
Update: Opening comments on Track 3 Proposals are due March 3, and reply comments are due March 17. A Proposed Decision is expected in May 2025.
2024 Integrated Energy Policy Report Update (24-IEPR-01) Overview: Dockets 24-IEPR-01, 02, and 03 are the proceedings to develop the 2024 IEPR Update, focusing on electricity resource plans, the electricity demand forecast, and the feasibility of wave and tidal energy per SB 605. The CEC issued a Notice of Request for Comments on the Draft Scoping Order for the 2025 IEPR on January 28, 2025, proposing the following issues to be in scope: (1) advanced clean energy deployment; (2) full update to the 15-year electricity and natural gas forecast; and (3) load-shift goal update.
Update: On February 7, CalCCA filed comments on behalf of all CCA’s stating that overall CalCCA supports the Pathways Initiative in that it provides opportunities to capture reliability, affordability, and environmental benefits of regional coordination; and takes an incremental approach to regionalization to maximize benefits by enabling all states that participate to have a voice in the design and implementation of the market.
2025 Integrated Energy Policy Report Update (25-IEPR-01) Overview: On January 28, the CEC issued a new draft scoping memo. The proposed scope includes:
• Advancing clean energy deployment: The proposed focus of the 2025 Integrated Energy Policy Report (2025 IEPR) is advancing clean energy deployment. This focus includes assessments of the potential for hydrogen under Senate Bill 1075 (Skinner, Chapter 363, Statutes of 2022) and analysis of firm, zero-carbon resources following Senate Bill 423 (Stern, Chapter 243, Statutes of 2021). In addition to the question of specific clean energy technologies, the 2025 IEPR will identify barriers and solutions to accelerate connection with the grid as directed by Assembly Bill 1373 (Garcia, Chapter 367, Statutes of 2023).
This task will build on the work of the 2023 IEPR on interconnection and provide an update on new developments related to interconnection, energization, and associated system upgrades.
• Electricity and natural gas forecast: The 2025 IEPR will include a full update to the 15- year electricity and natural gas forecast, using the latest demographic and economic data.
The new forecast will include scenarios that estimate the impacts of the state’s decarbonization strategies on electricity and gas demand. There will be a focus on developing a weather-dependent stochastic hourly electricity load dataset consistent with demand forecast assumptions.
• Load-shift goal update: The 2025 IEPR will provide updates on California’s load shift resource potential and make policy recommendations to reduce net-peak electricity following PRC Section 25302.7 and Senate Bill 846 (Dodd, Chapter 239, Statutes of 2022).
The first IEPR update on the statewide load shift goal will use 2025 demand forecasting results and electrification market trends to develop load-shifting scenarios and measure California’s near-term and long-term potential for increased demand flexibility. This analysis will also discuss potential strategies and market reforms to reach the 7-gigawatt (GW) goal by 2030, as adopted by CEC in 2023 in consultation with the CPUC and the California ISO.
Congestion Revenue Rights Enhancements
CalCCA submitted comments on the Congestion Revenue Rights (CRR) enhancements working group. CalCCA requests CAISO conduct two pieces of analysis: 1) Identify all causes of revenue insufficiency and the dollar value associated with each cause; and 2) Simulate the prior year's CRR allocation and auction results as if the Department of Market Monitoring’s (DMM) willing buyer/willing seller proposal had been in place.
CPUC Issues Proposal to Enhance the Safety of Battery Energy Facilities The CPUC has released a proposal to enhance the safety of battery energy storage facilities. The proposal would implement Senate Bill (SB) 138 to establish new maintenance and operation standards for battery energy storage facilities if approved. The proposal would also increase oversight over emergency response action plans for battery energy storage facilities. The proposal will be on the CPUC's March 13, 2025, voting meeting agenda. In the meantime, CPUC staff are investigating the recent fire at the Moss Landing battery energy storage facility. Battery energy storage is a key technology that California relies on to enhance grid reliability and resiliency while, at the same time, reducing the state's dependence on electricity that is generated using fossil fuels.
Press release here.
Events, Workshops, and Meetings
During the past month staff attended several events, workshops, and meetings. These include weekly:
• CalCCA Regulatory Policy meetings – including several tiger team meetings covering PCIA and RA proceedings
• CPUC Resource Adequacy Track 3 workshops
• Weekly CalCCA Legislative Policy meetings - including several Tiger teams such as Infrastructure, Building Decarb, and Affordability
• CalCCA Federal Policy meetings
• California Assembly Utilities and Energy Oversight Hearing on Utility Wildfire Preparedness and Response
• Senate Energy and Utilities Commitee on the CPUC and PAO Annual Update to the Legislature
• CalCCA Regulatory Directors meetings
• CEC California Ports and Offshore Wind Symposium
• CAISO workshop on 2026-28 Flexible Capacity Requirement Methodology • CEC IEPR Workshop on California’s Economic Outlook,
• Joint Legislative Commitee on Climate Change Policies – Cap and Trade • Little Hoover Commission Hearing on California Electricity Costs • Pathways Stakeholder Meeting
FISCAL IMPACT
None
ATTACHMENTS
OCPA 2025 California Bill Tracker
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 13 Ransom Public Utilities
Commission:
membership: reports.
CPUC Reporting This bill would require that 4 members of the commission represent the geographic locations of the 4 State Board of Equalization districts, existing as of January 1, 2026, and one member be an at-large member with unspecified qualifications, as specified. The bill would prohibit an elected member of, or an employee of, the Legislature or an employee of the executive branch from serving as a member of the commission within one year after leaving the position as an elected member or employee.
Amended 2/24.
Asm Utilities and
Energy
AB 23 DeMaio The Cost of Living
Reduction Act of 2025.
Affordability This bill, the Cost of Living Reduction Act of 2025, would declare the intent of the Legislature to enact subsequent legislation to reduce the cost of living in California by undertaking specified activities, including, among other things, by suspending all state taxes and fees on gasoline and electric and gas utilities and by requiring the Little Hoover Commission to provide a report on methods to reduce the cost of living in other areas, as provided.
Introduced
AB 39 Zbur General plans: Local
Electrification Planning
Act.
Local Programs This bill, the Local Electrification Planning Act, would require a city, county, or city and county, on or after January 1, 2027, but no later than January 1, 2030, to prepare and adopt a specified plan, or integrate a plan in the next adoption or revision of the general plan, that includes locally based goals, objectives, policies, and feasible implementation measures that include, among other things, the identification of opportunities to expand electric vehicle charging, as specified, and includes policies and implementation measures that address the needs of disadvantaged communities, low-income households, and small businesses for equitable and prioritized investments in zero-emission technologies that directly benefit these groups. For these purposes, the bill would authorize a city, county, or city and county to incorporate by reference into the general plan a previously adopted similar plan that meets the above-described requirements, as specified. By increasing the duties of local public officials, the bill would establish a state-mandated local program.
Asm Local
Government.
Amended 2/25
AB 44 Schultz Energy: electrical
demand forecasts.
Demand Forecasts Existing law requires the State Energy Resources Conservation and Development Commission, at least every 2 years, to conduct assessments and forecasts of all aspects of energy industry supply, production, transportation, delivery and distribution, demand, and prices. Existing law authorizes the commission to require the submission of demand forecasts from electrical utilities, among other entities, to perform its assessments and forecasts.This bill would state the intent of the Legislature to enact subsequent legislation that would require the commission to develop a set of technical guidance and load modification protocols to enable the state to reduce or modify its electrical demand forecast to improve grid reliability, as provided.
Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 61 Pacheco Electricity and natural
gas: legislation imposing
mandated program and
requirements: third-party
review.
Programs This bill would request the office to establish, by January 1, 2027, a program to, upon request of the Legislature, analyze legislation that would establish a mandated requirement or program or otherwise affect electrical or gas ratepayers, as specified. The bill would request the office to develop and implement conflict-of-interest provisions that would prohibit a person from participating in an analysis for which the person knows or has reasons to know that the person has a financial interest. The bill would establish the Energy Programs Benefit Fund in the State Treasury and continuously appropriate the moneys in the fund to the office to support the work of the office in providing analyses under the bill. The bill would repeal these provisions on January 1, 2031.
Asm Utilities and
Energy
AB 93 Papan Water resources:
demands: artifical
intelligence
Energy Demand This bill would express the intent of the Legislature to enact future legislation that would maintain water and energy efficiency to the extent that new technology, including, but not limited to, artificial intelligence, increases the demands on already limited resources.
Introduced
AB 99 Ta Electrical corporations:
rates.
Affordability This bill would prohibit an electrical corporation from proposing, and the commission from approving, a rate increase above the rate of inflation, unless the rate increase is approved by a majority of the electrical corporation’s customers voting in an election conducted according to specified requirements, and except when the commission determines that the costs underlying the rate increase are directly related to safety enhancements and modernization or to higher commodity or fuel costs.
Asm Utilities and
Energy
AB 222 Bauer-Kahan Data centers: energy
usage reporting and
modeling.
Data Centers This bill would require the Energy Commission to require operators of data centers to annually report energy consumption and performance data, as specified. The bill would require the Energy Commission to include energy consumption trends for data centers in its integrated energy policy reports. The bill would require the Energy Commission to adopt energy efficiency performance standards, as described, for data centers. The bill would require the Energy Commission to adopt regulations to implement these requirements on or before January 1, 2027.
Asm Utilities and
Energy
AB 267 Macedo Greenhouse Gas
Reduction Fund: high-speed rail: water
infrastructure and wildfire
prevention
GGRF This bill would suspend the appropriation to the High-Speed Rail Authority for the 2026–27 and 2027–28 fiscal years and would instead require those amounts from moneys collected by the state board to be transferred to the General Fund. The bill would specify that the transferred amounts shall be available, upon appropriation by the Legislature, to augment funding for water infrastructure and wildfire prevention.
Asm Transportation
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 273 Sanchez Greenhouse Gas
Reduction Fund: high-speed rail: infrastructure
improvements
GGRF This bill would eliminate the continuous appropriation of 25% of the annual proceeds of the Greenhouse Gas Reduction Fund to the High-Speed Rail Authority on June 30, 2026. The bill, beginning with the 2026–27 fiscal year, would instead require 25% of the annual proceeds of the Greenhouse Gas Reduction Fund to be transferred to the General Fund and for those moneys, upon appropriation, to be used to augment funding provided to local governments to improve infrastructure.
Asm Transportation
AB 275 Petrie-Norris Office of Emergency
Services: wildfire
response: SoCal Edison-funded helitanker
Wildfires This bill would state the intent of the Legislature to enact legislation to make the SoCal Edison-funded Quick Reaction Force firefighting helitanker program permanent and maintained by the Office of Emergency Services.
The bill would make related findings and declarations.
Introduced
AB 286 Gallagher Electricity: mandatory
rate reduction.
Rates The commission shall reduce the kilowatt-per-hour rate for electricity charged to ratepayers by not less than 30 percent.
Introduced
AB 303 Addis Battery energy storage
facilities
Battery Storage This bill would prohibit the authorization of a development project that includes a battery energy storage system capable of storing 200 megawatthours or more of energy if the development project is located within 3,200 feet of a sensitive receptor or is located on an environmentally sensitive site, as specified.
Introduced
AB 305 Arambula Energy: nuclear facilities Nuclear Power This bill would exempt small modular reactors, as defined, from those provisions. This bill would require the PUC, on or before January 1, 2028, to adopt a plan to increase the procurement of electricity generated from nuclear facilities and to phase out the procurement of electricity generated from natural gas facilities.
Introduced
AB 306 Schultz and Rivas Building regulations: state
building standards
Building Standards This bill would, from June 1, 2025, until June 1, 2031, inclusive, prohibit a city or county from making changes to the above-described building standards unless a certain condition is met, including that the commission deems those changes or modifications necessary as emergency standards to protect health and safety. By requiring a city or county to take certain actions relating to building standards, this bill would impose a state-mandated local program.
Asm Housing and
Community
Development
AB 368 Ward Energy: building
standards: passive house
standards
Building Standards This bill would require the commission to evaluate the passive house energy efficiency standards, and, if appropriate, adopt those standards, or any elements that align with the state’s existing requirements, as an alternative compliance pathway for the building efficiency standards established by the Energy Commission.
Introduced
AB 388 Rogers Electrical corporations
and gas corporations
Spot Spot Bill Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 420 Petrie-Norris Public Utilities
Commission:
proceedings
CPUC This bill would authorize an interested person to submit a written ex parte communication during a quiet period if the commission modifies, rather than materially modifies, a proposed decision.
Asm Utilities and
Energy
AB 434 DeMaio Construction and safety
standards: battery
storage facilities
Battery Storage This bill would state intent of the Legislature to enact subsequent legislation regulating the construction and safety of battery storage facilities.
Introduced
AB 441 Hadwick Wildfire prevention:
Office of Wildfire
Technology Research and
Development: wildfire
Wildfires Would repeal provisions related to the Office of Wildifre Technology Research and Development. Asm Emergency Management
AB 442 Hadwick California Environmental
Quality Act: exemption:
prescribed fire, thinning,
and fuel reduction
Wildfires This bill would exempt from CEQA prescribed fire, thinning, or fuel reduction projects undertaken within a community with a single ingress and egress evacuation route.
Asm Natural
Resources
AB 443 Bennett Energy Commission:
integrated resource policy
report: curtailed solar and
wind generation:
hydrogen production
Hydrogen This bill would require the commission, as part of the 2027 edition of the integrated energy policy report, to include an assessment of the potential for using curtailed solar and wind generation to produce hydrogen, as provided. The bill would define curtailed solar and wind generation for this purpose and require the assessment to do specified things, including to provide an estimate of how much hydrogen could feasibly and reliably be produced using energy from curtailed solar and wind generation. The bill would repeal its provisions on January 1, 2029.
Introduced
AB 472 Rogers and
Connolly
Energy: offshore wind
generation
Offshore Wind This bill would amend the definition of “infrastructure” described above to include port infrastructure for offshore wind energy development, and would require the 5-year infrastructure plan to include, beginning in the 2027–28 fiscal year, and contingent upon an appropriation for this purpose, an assessment of funding needs for port infrastructure for offshore wind energy development, as specified. The bill would require the Governor, in consultation with specified entities, to assess federal, state, and local funding opportunities, including general obligation bonds and funding from the private sector, that can help build port infrastructure for offshore wind energy development.
Asm Utilities and
Energy
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 526 Papan Energy: new in-state
geothermal energy
generation
Geothermal The bill would require the Energy Commission, on or before June 1, 2026, to evaluate and quantify the maximum feasible capacity of new in-state geothermal energy to achieve reliability, ratepayer, employment, and decarbonization benefits, and to establish megawatt in-state next-generation geothermal planning goals for 2035 and 2045, as specified.
Introduced
AB 527 Papan California Environmental
Quality Act: geothermal
exploratory projects
Geothermal This bill would provide that a geothermal exploratory project, as defined, that the lead agency determines meets specified criteria is conclusively presumed to have satisfied the requirements of CEQA for the geothermal exploratory project, including to support the issuance of any permit, funding, or other approval by a state or local agency, as provided. The bill would require, for a project undertaken by a private entity that satisfies the requirements of CEQA pursuant to this provision, the project applicant to certify to the lead agency that either the entirety of the project is a public work or that certain prevailing wage requirements are satisfied.
Introduced
AB 531 Rogers Geothermal powerplants
and geothermal field
development projects:
certification and
environmental review
Geothermal This bill would expand the types of facilities eligible to be certified as environmental leadership development projects by the Energy Commission to include geothermal powerplants and geothermal field development projects, as defined.
Introduced
AB 615 Davies Power facilites:
emergency response and
action plan
Power Facilities This bill would require the application to also contain an emergency response and action plan that incorporates impacts to the surrounding areas in the event of an emergency and that would be conducted and coordinated with local emergency management agencies, unified program agencies, and local first response agencies. The bill would require that the plan include analysis and feedback from the local emergency management agencies as to whether the proposed facility requires supplemental first responder capabilities and meets National Fire Association 855 Standard as it relates to setbacks, as specified. The bill would require the plan to be paid for by the applicant.
Introduced
AB 705 Boerner Public Utilites Comission CPUC Spot bill Introduced AB 716 Carillo Energy: Hydrogen
Program
Hydrogen Spot Bill Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 737 Qurik-Silva Energy: building
decarbonization: notice
and recordation of a
decarbonization charge
Decarbonization This bill would additionally add gas corporations to the definition of “energy supplier” for purposes of the above-described provisions.Introduced AB 738 Tangipa and
Patterson
Energy: building
standards: photovoltaic
requirements
Building Standards This bill would, until January 1, 2029, require residential construction intended to repair, restore, or replace a residential building damaged or destroyed as a result of a disaster in an area in which a state of emergency has been proclaimed by the Governor to comply only with the requirements regarding photovoltaic systems pursuant to those regulations, if any, that were in effect at the time the damaged or destroyed building was originally constructed and would prohibit that construction from being required to comply with any additional or conflicting photovoltaic system requirements in effect at the time of repair, restoration, or replacement. The bill would only apply to the construction of a building if certain conditions are met with respect to the building owner’s income and insurance coverage, and to the location and square footage of the construction.
Introduced
AB 740 Harabedian Integrated energy policy
report: virtual power
plants
VPP This bill would require the Energy Commission, as part of the integrated energy policy report, to include modeling of the effects of virtual power plants on electricity costs and rate reduction and to submit to the Legislature a virtual power plant implementation plan that includes goals and milestones. The bill would require each electrical corporation to annually report to the commission its contribution towards meeting the load-shift goal.
Introduced
AB 745 Irwin Electricity: transmission
projects: review and
approval
Transmission Projects This bill would, consistent with the commission’s authority to review and approve new transmission line projects undertaken pursuant to the Independent System Operator planning process, require the commission to review and approve transmission line projects, including the extension, expansion, upgrade, or other modification of existing transmission lines, initiated by an electrical corporation.
Introduced
AB 777 Rodriguez Electricy Oversight Board Electricy Oversight Board
This bill would add to the board 2 more nonvoting legislative members, a 2nd member of the Assembly, appointed by the Speaker of the Assembly, and a 2nd member of the Senate, appointed by the Senate Committee on Rules.
Introduced
AB 825 Petrie-Norris Energy: cost framework:
rseidential rates
Rates This bill would require the PUC to submit an update to that report to the Legislature every two years following the initial submission, providing an evaluation of the implementation and impact of the framework, and the usage of the framework, identifying the specific requests by an electrical corporation or gas corporation for which the framework was employed by the PUC in evaluating the requests.
Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 841 Patel Business: battery storage Battery Storage It is the intent of the Legislature to enact legislation relating to battery storage requirements for private businesses. Introduced AB 854 Petrie-Norris Environmental quality:
greenhouse gas
emissions: permit
streamlining
Permitting This bill would state the intent of the Legislature to enact subsequent legislation to adopt permit streamlining guidance for projects that will reduce greenhouse gas emissions.
Introduced
AB 864 Ward Hazardous waste: solar
photovoltaic modules
Solar Panel Recycling This bill would exempt solar photovoltaic modules not identified as hazardous waste and treated as universal waste, as defined, from state hazardous waste regulations, if transferred to a designated recycler for legitimate recycling, as described, and if the facility meets specified criteria relating to registration permits, as provided.
Introduced
AB 881 Petrie-Norris Carbon Capture,
Removal, Utiliziation, and
Storage Program
Carbon Capture,
Removal, Utiliziation,
and Storage Program
Spot Bill Introduced
AB 884 Essayli Campaign contributions:
investor-owned utilities
IOU This bill would prohibit an investor-owned utility from making a contribution to a candidate for elective state office and would prohibit a candidate for elective state office from accepting a contribution from an investor-owned utility.
Introduced
AB 915 Petrie-Norris Clean Energy Reliability
Investment Plan
Clean Energy
Reliability Investment
Plan
This bill would appropriate $900,000,000 from the General Fund to the commission for the 2025–26 fiscal year to be allocated for the Clean Energy Reliability Investment Plan for local incentive grants to increase investment in clean energy infrastructure.
Introduced
AB 941 Zbur California Environmental
Quality Act: electrical
infrastructure projects
CEQA This bill would require the commission to determine whether to certify the environmental impact report for an electrical infrastructure project that is a priority project, as defined, no later than 270 days after the commission determines that an application for an electrical infrastructure project is complete, except as specified.
Introduced
AB 942 Calderon Public utilities: rates Rates Spot Bill Introduced AB 1016 Gonzalez California Renewables
Portfolio Standard
Program
RPS Spot Bill Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 1017 Boerner Public utilities: electrical
and gas corporations:
distribution capacity
Distribution Capacity This bill would require electrical or gas corporations, in a report required to be submitted annually to the commission, to include in the report the capacity of its electrical or gas distribution system, respectively.
Introduced
AB 1020 Schiavo Wildfire Fund Wildfire Fund Spot Bill Introduced AB 1104 Pellerin Solar energy resources Solar It is the intent of the Legislature to enact legislation relating to solar energy resources. Introduced AB 1117 Schultz Electricity rates: optional
dynamic rate tariffs
Rates This bill would require the commission, through a new or existing proceeding, to develop optional dynamic rate tariffs applicable to each large electrical corporation for the large electrical corporation’s commercial and industrial customers on or before July 1, 2028, and for its other customers, including residential customers, on or before July 1, 2030. The bill would require each optional dynamic rate tariff to include, at minimum, specified components, including dynamic transmission and distribution rates that reflect real-time grid conditions and certain nonbypassable charges, as specified.
Introduced
AB 1156 Wicks Agricultural land use:
conversion to solar-use
easements
Solar This bill would, instead, require the right or interest in the parcel acquired by the city or county described above to be for a term of years, rather than an indefinite period, and the covenant with the county or city contained in the easement described above to run with the land for a term of years, rather than indefinitely. The bill would make these changes applicable only to easements rescinded and converted to solar use pursuant to these provisions after January 1, 2026.
Introduced
AB 1167 Berman Public utilities: rates Rates Spot Bill Introduced AB 1174 Alanis Clean Transportation
Program: eligible
programs and projects:
electrical vehicle
EVSE This bill would add to the categories of programs and projects eligible for funding under the Clean Transportation Program programs and projects to deter and combat vandalism of publicly available electric vehicle charging stations.
Introduced
AB 1180 Valencia Public utilities: rates Rates Spot Bill Introduced Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 1207 Irwin Climate change: market-based compliance
mechanism
Cap-and-Trade This bill would state the intent of the Legislature to enact subsequent legislation to reauthorize the California Greenhouse Gas Cap-and-Trade Program.
Introduced
AB 1222 Bauer-Kahan Public utilities: judicial
review
IOUs This bill would prohibit the commission from authorizing electrical corporations to recover from their ratepayers the costs associated with seeking judicial review of a commission’s decision from a federal agency, or a state or federal court. The bill would require the electrical corporation to track those costs.
Introduced
AB 1223 Nguyen and Krell Public utilities IOUs It is the intent of the Legislature to enact subsequent legislation related to public utilities. Introduced AB 1228 Essayli Electricity: expedited
utility distribution
infrastructure
undergrounding program
Infrastructure This bill would specify that the approval of a distribution infrastructure undergrounding plan is not a project for purposes of the California Environmental Quality Act, as specified.
Introduced
AB 1238 DeMaio Energy: gas stoves Electrification This bill would prohibit state agencies and local governments from adopting or enforcing a rule, regulation, resolution, or ordinance that directly or indirectly results in prohibiting the use of gas stoves in residential or nonresidential buildings.
Introduced
AB 1260 Ward Electricity: renewable
energy subscription
programs
Community
Renewables
The bill would require the PUC, on or before March 1, 2026, to modify the community renewable energy program to ensure the program meets the bill’s requirements or to adopt a new program and to adopt a final decision by September 1, 2026. The bill would require the State Energy Resources Conservation and Development Commission to evaluate community solar and storage projects as a load-modifying resource so that those projects may be counted as a load-modifying resource.
Introduced
AB 1273 Patterson Public utilities: electricity
rates
Rates This bill would prohibit the commission from placing the consideration of an application from an electrical corporation for a rate increase on its consent calendar.
Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 1280 Garcia Energy Energy This bill would authorize the I-bank to provide financial assistance in connection with the financing or refinancing of a new category of climate catalyst projects, those that enable the decarbonization of industrial facilities’ use of heat and power, including, but not limited to, industrial heat pump and thermal energy storage projects, as specified, with the State Energy Resources Conservation and Development Commission and the State Air Resources Board as consulting agencies. This bill would establish and implement an Industrial Facilities Thermal Energy Storage Program within the Long-Duration Energy Storage Program to provide financial incentives for eligible projects to decarbonize industrial facilities’ use of heat and power, as specified.
Introduced
AB 1285 Committee on
Emergency
Management
State Fire Marshal:
lithium-ion battery
facilities: guidance
Battery Storage This bill would require the State Fire Marshal, in consultation with the Office of Emergency Services, to develop fire prevention, response, and recovery measures for utility grade lithium-ion battery storage facilities, as specified.
Introduced
AB 1295 Patterson Public utilities: billing
statements: additional
costs attributable to state
requirements or programs
Billing This bill would require each public utility to provide to its customers information on the additional costs that are attributable to state requirements or programs, including those imposed by statute, regulation, the commission, or the State Energy Resources Conservation and Development Commission. The bill would require this information to be provided quarterly on the customer billing statement in a visible area and in a similar size and font as the billing information.
Introduced
AB 1301 Petrie-Norris Electricity: Power
Exchange
Power Exchange This bill would abolish the Power Exchange and would make various conforming changes. Introduced AB 1302 Wallis Puiblic utilities: rates Rates Spot Bill Introduced AB 1334 Wallis Solar energy: official state
energy
Solar This bill would establish solar energy as the official state energy. Introduced AB 1342 Soria Electricity: rates Rates This bill would declare the intent of the Legislature to enact subsequent legislation to establish policies to reform the regulation of electricity rates for residential customers.
Introduced
AB 1347 Carrillo Electrical modernization
zones
Electrical
modernization zones
This bill would state the intent of the Legislature to enact subsequent legislation that would create electric modernization zones in order to meet the needs of high-growth economic areas throughout the state, as specified Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 1372 Papan Electricity: electrified
commuter railroads:
regenerative braking: net
energy
Rates This bill would state the intent of the Legislature to enact subsequent legislation that would require an electrical corporation, electric service provider, or community choice aggregator and an operator of an electrified commuter railroad that produces electricity through the regenerative braking of electric trains, including the Peninsula Corridor Joint Powers Board, to, upon completing certain technical studies, adopt or modify a tariff or contract that requires the electrical corporation, electric service provider, or community choice aggregator to bill the operator only for its net energy.
Introduced
AB 1404 Ortega Electrical Corporations:
connections: affordable
housing projects
Rates This bill would require an electrical corporation to connect an affordable housing project, as defined, to the electrical distribution grid within 60 days, except as specified. The bill would require the commission to streamline any necessary review on an affordable housing project that is ready to connect but sitting vacant and that has not been connected by an electrical corporation within the required 60 days. The bill would delay the effective date of a rate increase approved by the commission for the greater of either the amount of time the electrical corporation took, beyond 90 days from receipt of the project building plans, to provide a final contract, or the amount of time the electrical corporation took, beyond the 60 days allowed, to connect the most recently completed affordable housing project within the electrical corporation’s service area.
Introduced
AB 1408 Irwin Electricity: rates Rates This bill would require that the customer be provided with no less than 2 years, instead of one year, of bill protection during which the total amount paid by the residential customer for electric service is prohibited from exceeding the amount that would have been payable by the residential customer under that customer’s previous rate schedule.
Introduced
AB 1410 Garcia Public utilities: service
outages and updates:
alerts
Outages This bill would require each public utility to automatically enroll customers in alerts for service outages and updates. The bill would require customers to be provided with the opportunity to opt-out of any alerts the customer does not wish to receive, except as provided. The bill would require each public utility to annually verify a customer’s preferred contact method.
Introduced
AB 1423 Irwin Transportation
electrification: charging
station uptime:
regulatiosn: violations
EVSE This bill would instead require the Energy Commission, in consultation with the Public Utilities Commission, to adopt tools to increase uptime for all charging stations and set standards for how all charging stations are required to notify customers about the availability and accessibility of publicly available charging infrastructure.
Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
AB 1436 Avila Farias Biomethane procurement
targets
Biomethane This bill would instead require that biomethane delivered to California through a common carrier pipeline meet either of the specified requirements, rather than both. The bill would also additionally add the displacement of conventional natural gas that results in a reduction in greenhouse gas emissions as one of the specified environmental benefits.
Introduced
AB 1484 Bennett Energy reliability Spot Spot Bill Introduced SB 24 McNerney Electrical and gas
corporations.
Spot Spot Bill Referred to Com. On
RLS.
SB 57 Padilla Data centers: rates. Data Centers This bill, the Ratepayer and Technological Innovation Protection Act, would require the commission, on or before July 1, 2026, to establish a special rate structure for data centers, as defined, that, among other things, protects residential ratepayers and small businesses and prevents cost shifts to those existing ratepayers and ensures electrical grid investments to serve data centers are fully recovered, as specified.
Senate E. U. & C.
SB 58 Padilla Sales and Use Tax Law:
exemptions: certified
data center facilities
Data Centers This bill would, on and after January 1, 2025, provide a partial exemption from those taxes with respect to the gross receipts from the sale, storage, use, installation, assembly, repair, maintenance, or other consumption of data center equipment, as defined, used at or for the benefit of a certified data center facility, as defined. The bill would require a data center facility to meet specified requirements in order to receive certification from the California Department of Tax and Fee Administration, including requirements relating to job creation, investment, and renewable energy procurement requirements. The bill would require the department to revoke certification where a data center facility obtains certification and subsequently fails to meet these requirements after reasonable opportunity for the data center facility to cure noncompliance, as provided.
Senate REV. & TAX
SB 80 Caballero The Fusion Research and
Development Innovation
Hub Program.
Fusion This bill would create the Fusion Research and Development Innovation Hub Program within GO-Biz to accelerate the development and growth of fusion energy by advancing fusion science and technology with the goal of delivering the world’s first fusion energy pilot plant in the state by 2040. The bill would require, among other things, GO-Biz to designate fusion research and development innovation hubs considering certain factors for advancing research and development diversity, including a network of hubs in geographically diverse regions that reflects the distribution of California’s diverse workforce and energy needs.
Senate B., P. & E.D.
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 86 McNerney California Alternative
Energy and Advanced
Transportation Financing
Authority Act: sales and
use tax exclusion.
Fusion This bill would extend indefinitely the authorization to provide financial assistance in the form of a sales and use tax exclusion for projects approved by the authority. The bill would increase the maximum cumulative amount of the sales and use tax exclusions authorized under these provisions to $300,000,000 per calendar year. The bill would add electrical generation facilities using nuclear fusion technology to the types of projects qualifying for this sales and use tax exclusion. The bill would make other conforming changes.
Senate REV. & TAX
SB 88 Caballero Air resources: carbon
emissions: biomass.
Biomass This bill would require the state board, on or before January 1, 2027, to finalize the standardized system and historic baseline described above. The bill would require the state board, on or before January 1, 2028, to adopt a method of quantification or a lifecycle model for avoided carbon emissions, including, but not limited to, carbon dioxide, methane, and black carbon, from wildfire from the application of prescribed fire to forest biomass resources and agricultural biomass resources, and to develop a carbon credit or offset protocol for biochar and other beneficial carbon-removal products that result from the avoidance of megafires and prescribed fire using existing methodologies.
Senate E.Q.
SB 239 Arreguin Open meetings:
teleconferencing:
subsidiary body
Teleconferencing This bill would authorize a subsidiary body, as defined, to use alternative teleconferencing provisions and would impose requirements for notice, agenda, and public participation, as prescribed. The bill would require the subsidiary body to post the agenda at the primary physical meeting location. The bill would require the members of the subsidiary body to visibly appear on camera during the open portion of a meeting that is publicly accessible via the internet or other online platform, as specified. The bill would also require the subsidiary body to list a member of the subsidiary body who participates in a teleconference meeting from a remote location in the minutes of the meeting.
Sen Local
Government
SB 252 Valladares CEQA: exemption:
undegrounding
powerlines
CEQA This bill would exempt from the provisions of CEQA a project to underground powerlines. Sen Environmental Quality
SB 254 Becker Electrical Corporations:
nonbypassable charge
Spot Spot Bill Referred to Com. On
RLS.
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 256 Perez Electricity: electrical
infrastructure
Infrastructure This bill would state the intent of the Legislature to enact legislation to enhance the resiliency and reliability of California’s electrical infrastructure in areas prone to wildfires, earthquakes, and other natural disasters by requiring electrical utilities to prioritize the undergrounding of power lines, the implementation of microgrid technologies, and the strengthening of public safety power shutoff standards and accountability, while ensuring the utilization of labor standards that promote a skilled workforce, and providing the commission with the ability to immediately access all relevant electrical fault data related to natural disasters.
Referred to Com. On
RLS.
SB 282 Wiener Residential heat pump
systems: water heaters
and HVAC: installations
Heat Pumps This bill would require the commission, on or before January 1, 2027, to establish a statewide certification program for licensed contractors of residential heat pump water heaters and heat pump heating, ventilation, and air conditioning (HVAC) systems to obtain a heat pump installation certification, and would require the commission to create a state training program, as described, on residential heat pump water heaters and heat pump HVAC systems for purposes of the certification program, as specified.
Senate E. U. & C.
SB 283 Laird Battery Energy storage
facilities: emergency
response plans and
emergency action plans
Battery Storage Spot Bill Referred to Com. On
RLS.
SB 285 Becker Net zero greenhouse gas
emissions goal: carbon
dioxide removal:
regulations
GHG Emissions This bill would, for the purpose of meeting, or tracking progress against, any state requirement to achieve net zero emissions of greenhouse gases, or for the purpose of reporting offsets against any of a reporting entity’s greenhouse gas emissions as part of reporting required pursuant the Climate Corporate Data Accountability Act, authorize only qualified carbon dioxide removal, as defined, to be used to reduce the state’s or an entity’s greenhouse gas emissions and would require qualified carbon dioxide removal used for those purposes to meet certain requirements, as specified.
Sen Environmental
Quality
SB 298 Caballero State Energy Resources
Conservation and
Development
Commission: seaports:
plan: alternative fuels
Alternative Fuels This bill would require the State Energy Resources Conservation and Development Commission (Energy Commission), in coordination with the Transportation Agency and the state board, to develop a plan on or before December 31, 2030, for the use and deployment of alternative fuels at California’s public seaports, as provided.
The bill would require the Energy Commission to convene a working group to advise the Energy Commission on the development of information required by the plan, as specified.
Senate E. U. & C.
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 302 Padilla Personal Income Tax Law
and Corporation Tax Law:
exclusions:
environmental credits
Tax Credits This bill, in conformity with federal law, for taxable years beginning on or after January 1, 2023, would exclude from gross income a refund payment made for the specified federal environmental credits described above and any payment received by a transferor as consideration for a transfer, as provided. The bill would also prohibit a transferee from deducting the amount paid as consideration for the transfer, in conformity with federal law.
Sen Revenue and
Taxation
SB 314 Padilla Weights and measures:
electric vehicle supply
equipment
EVSE This bill would authorize an EVSE that has been audited or tested by the manufacturer or supplier to be used commercially without further testing during the remainder of the inspection period adopted by the Secretary of Food and Agriculture, but not until it has been sealed by a sealer. The bill would, until January 1, 2028, among other things, exempt an EVSE installed in a workplace for the exclusive use of its employees, or installed in a residence, including a multifamily residential dwelling, for the exclusive use of the residents, from specified laws, and would authorize an EVSE, following installation, to be used in connection with the sale of electricity as a motor vehicle fuel without being placed into service by a service agency or sealer, a specified. The bill would authorize a county to take specified actions in order to support county oversight of EVSE and build capacity. The bill would require the Division of Measurement Standards to develop an optional pathway for compliance with specified laws using factory auditing and inspection for the EVSE, and to consider specified information when developing the pathway for compliance.
Sen Business,
Professions and
Economic
Development
SB 326 Becker and Laird Wildfire safety: The
California Wildfire
Mitigation Strategic
Planning Act
Wildfires This bill would require the deputy director, on or before January 1, 2027, and every 3 years thereafter, to prepare a Wildfire Risk Mitigation Planning Framework sufficient to quantitatively evaluate wildfire risk mitigation actions, as provided. The bill would require the framework to allow for geospatial evaluation and comparison of wildfire risk mitigation actions, as defined, sufficient to direct coordinated mitigation efforts and long-term collaborative mitigation planning. The bill would require the deputy director to, each year the framework is completed, submit a copy of the framework to the Legislature, the Office of Energy Infrastructure Safety, and the Public Utilities Commission for review and consideration.
Sen Governmental
Organization
SB 327 McNerney Nuclear fusion: research
data sharing
Nuclear This bill would state the intent of the Legislature to enact subsequent legislation that would develop standards for nuclear fusion research data sharing.
Referred to Com. On
RLS.
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 330 Padilla Electrical transmission
infrastructure: finacning
Transmission This bill would authorize the Governor to establish one or more pilot projects to develop, finance, or operate electrical transmission infrastructure that meet the specified criteria, including, among other things, that the transmission line is identified by the Independent System Operator in its transmission planning process as necessary to support clean energy generation to meet the state’s clean energy goals. The bill would require the Governor to designate existing state agencies, local public agencies, tribal organizations, or joint powers authorities to implement the pilot projects. The bill would authorize the pilot projects to develop, finance, operate, and maintain electrical transmission lines and all works, facilities, improvements, and property, or portions thereof, necessary or convenient for the conveyance of electricity, as specified. The bill would authorize the Governor to issue guidelines regarding application and certification of pilot projects.
Senate E. U. & C.
SB 331 Padilla State Energy Resources
Conservation and
Development
Commission: certifcation
of facilities: electrical
transmission projects
Transmission The bill would authorize an electrical corporation that files an application with the PUC to authorize the new construction of any electrical transmission facility to simultaneously submit to the Energy Commission an application for certification of the facility, as specified. The bill would authorize the Energy Commission to recover the reasonable administrative costs incurred from evaluating an application, as specified. The bill would provide that the Energy Commission’s certification of a facility proposed by an electrical corporation satisfies and replaces the PUC’s obligations under CEQA with respect to that facility. The bill would prohibit the PUC from approving an application until after the Energy Commission has issued a decision on certification of the proposed facility.
Because these provisions would be part of the Public Utilities Act and a violation of these requirements or a PUC action implementing these requirements would be a crime, the bill would impose a state-mandated local program.
Senate E. U. & C.
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 332 Wahab Investor-Owned Utilities
Accountability Act
IOU Oversight 1) This bill would require the Energy Commission, in coordination with the public advisor and the Public Utilities Commission (PUC), on or before March 31, 2026, to issue a request for proposals for a team to develop a study.
The bill would require the study to (1) conduct a historical energy justice assessment of the investor-owned utility’s (IOU) operations and impacts, (2) complete a comparative analysis of the benefits and challenges of transitioning the IOUs to a successor entity in order to identify a recommended model, and, (3) if the study finds that it is in the best long-term interests of the people and ecologies of California to transition away from an investor-owned utility model, create a justice-centered implementation plan for managing the transition. 2) This bill would, among other things, prohibit a utility, including an electrical corporation, local publicly owned electric utility, gas corporation, and local publicly owned gas utility, from disconnecting a customer’s residential service for nonpayment if the customer has a household income at or below 200% of the federal poverty line. The bill would prohibit a utility from disconnecting a customer’s residential service for nonpayment if the customer’s household is the residence of certain persons, including, among other persons, a person who is pregnant or 0 to 12 weeks postpartum. 3) This bill would require each electrical corporation, on or before April 1, 2026, to submit a proposed executive compensation structure to the PUC that is structured to promote safety as a priority and to ensure public safety through performance metrics, as provided. 4) This bill would prohibit, for proposed rate increases subject to PUC approval and a finding that the new rate is just and reasonable, an electrical corporation from proposing a compounded annual rate increase on residential customers above the increase in the Consumer Price Index. 5) Beginning with the fiscal year commencing July 1, 2026, and ending with the fiscal year ending June 30, 2036, this bill would require the PUC to annually allocate $100,000,000 of the revenues received by the electrical corporations from that allocation of greenhouse gas allowances to the Transformative Climate Communities Program and to the Community Resilience Center Program, as specified. 6) This bill would require each electrical corporation to annually contract with an independent and reputable third party to audit all of the electrical corporation’s equipment and electrical lines and identify any equipment or electrical lines that have outlived their useful life.
Introduced
SB 348 Hurtado State Air Resources
Board: Low-Carbon Fuel
Standard
LCFS This bill would state the intent of the Legislature to enact future legislation that would, among other things, require the board to revise the Low-Carbon Fuel Standard program, as provided. The bill would make related findings and declarations.
Referred to Com. On
RLS.
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 371 Cabaldon Electrical and gas
corporations: new
construction: application:
analysis of greenhouse
gases
GHG Emissions This bill would require the application to also include an analysis of the greenhouse gas emissions associated with the project over the useful life of the plant, line, or extension.
Introduced
SB 377 Grayson Biomethane procurement
targets
Biomethane This bill would instead require that biomethane delivered to California through a common carrier pipeline meet either of the specified requirements, rather than both. The bill would also additionally add the displacement of conventional natural gas that results in a reduction in greenhouse gas emissions as one of the specified environmental benefits.
Introduced
SB 500 Stern Energy: reliability
planning assessment:
integrated energy policy
report
IEPR This bill would require that the assessment also include the status of utility transmission upgrades and electrical grid infrastructure capacity, PUC approvals of applications for certificates of public convenience and necessity and permits to construct utility and independent projects, and applications for permits for projects from the Energy Commission and the queue of projects from the Independent System Operator, include the expected completion dates for both system and local resources, and report on the use of fossil fuel by certain facilities constructed by, purchased by, or under contract with the Department of Water Resources, as specified. The bill would require the Energy Commission to quarterly publish on its internet website and update a tracking energy development dashboard that synthesizes and publishes the information included in the assessment and reported on California energy resources in the energy almanac.
Introduced
SB 533 Richardson Electric vehicle charging
stations: internet based
applications
EVSE This bill would create an exception to the above-described provisions that authorizes an electric vehicle charging station to require that payment for charging services be made through the use of an internet-based application and require the use of that internet-based application for admission to the premises.
Introduced
SB 540 Becker and Stern Independent System
Operator: independent
regional organization
Regional Organization This bill would delete the above-described provisions providing for the transformation of the ISO into a regional organization. The bill would authorize the ISO and the electrical corporations that are participating transmission owners whose transmission systems are operated by the ISO, in lieu of the ISO managing related energy markets, as provided, to use energy markets governed by an independent regional organization, provided that specified requirements are satisfied.
Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 559 Stern Electricity: deenergization
events: communications
Deenergization events This bill would require, at the start of a deenergization event, an electrical corporation to immediately notify local emergency management organizations and local utility districts about the impacts of the deenergization, as specified. The bill would require detailed status information on restoration efforts to be made available to emergency management organizations, public safety officials, customers, and the public in real-time, with regular progress updates issued at intervals of no more than 12 hours, for all impacted circuits, as specified.
Introduced
SB 593 Hurtado Power surges: ratepayer
notice
Notice This bill would require a utility, which includes a community choice aggregator, an electrical corporation, and a local publicly owned electric utility, to develop and implement a system to notify a ratepayer of a power surge, as defined. The bill would require the notification to be transmitted within 5 minutes of detecting a power surge and to include specified information. The bill would also require a preemptive warning of a power surge, as provided, under specified circumstances. The bill would require a utility to install and maintain equipment capable of detecting power surges and to submit quarterly reports to the commission regarding power surges, as provided.
The bill would require a utility to compensate a ratepayer for damages to electrical systems, appliances, or devices caused by a power surge if the power surge resulted from utility equipment failure or negligence, to process claims for compensation within 30 days of receipt, and to offer financial incentives or rebates for the installation of whole-house surge protection systems by ratepayers.
Introduced
SB 620 Stern Public utilities: general
rate cases: electrical grid
infrastructure
General Rate Cases This bill would require the commission to prioritize the gathering, analysis, and independent verification of utility data used to justify general rate case proposals to ensure the cost-effective use of ratepayer funds for capital investments in electrical distribution and transmission grid infrastructure and the operation and maintenance of that infrastructure.
Introduced
SB 636 Menjivar Electrical or gas
corporations: deferment
of payments: hardship
Disconnections This bill would prohibit an electrical or gas corporation from disconnecting service of a customer who meets certain criteria, including making a hardship request based on certain circumstances, as provided. The bill would require the corporation to grant that customer a 6-month deferment for any and all payments due from the date that the deferment is granted. Upon the expiration of the deferment period, the bill would require the corporation to enroll the customer into its arrearage management program for any and all debts on the customer’s account. The bill would authorize the commission to adopt rules to implement these provisions.
Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 708 Alvarado-Gil Public Utilities
Commission: quorum for
the transaction of
business
CPUC Spot Bill Introduced
SB 710 Blakespear Property taxation: active
solar energy systems:
extension
Solar Under existing property tax law, this exclusion remains in effect only until there is a subsequent change in ownership, but an active solar energy system that qualifies for the exclusion before January 1, 2027, will continue to receive the exclusion until there is a subsequent change in ownership. Existing law repeals these exclusion provisions on January 1, 2027. This bill would, beginning with the 2026–27 fiscal year, extend the exclusion indefinitely, and would limit the exclusion to customer-sited active solar energy systems, as defined.
Introduced
SB 714 Archuleta Zero-emission vehicles:
workforce development:
Clean Energy Workforce
Training Council
Workforce
Development
This bill would state the intent of the Legislature to enact legislation that would establish a zero-emission vehicle workforce development pilot project and a Clean Energy Workforce Training Council, as provided.
Introduced
SB 752 Richardson Sales and use taxes:
exemtions: California
Hybrid and Zero-Emission
Truck and Bus Voucher
Incentive Project: transit
b ses
Tax on ZE Buses The Sales and Use Tax Law provides various exemptions from those taxes, including, until January 1, 2026, an exemption from those taxes with respect to the sale in this state of, and the storage, use, or other consumption in this state of, specified zero-emission technology transit buses sold to specified public agencies that are eligible for specified incentives from the State Air Resources Board. This bill would extend the exemption for specified zero-emission technology transit buses until January 1, 2028.
Introduced
SB 755 Blakespear California Procurement
Climate Information Act
California
Procurement Climate
Information Act
This bill, the California Procurement Climate Information Act, would require the department, beginning January 1, 2027, to require a large contractor and significant contractor, as defined, to report their greenhouse gas emissions and climate-related financial risk, as specified. The bill would require the report to include, for large contractors, an annual disclosure of scope 1 emissions, scope 2 emissions, scope 3 emissions, and climate-related financial risk, as specified, and for significant contractors, an annual disclosure of scope 1 emissions and scope 2 emissions, as specified.
Introduced
SB 782 Perez Enhanced infrastructure
financing district
Enhanced
infrastructure
financing district
This bill would make additional findings and declarations that public benefits will accrue if local agencies, excluding schools, are provided a means to, among other things, mitigate wildfires by financing heavy equipment for vegetation clearance, undergrounding of local publicly owned electric utilities, and other firefighting equipment.
Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 787 McNerney Energy: Task Force on
Equitable Clean Energy
Supply Chains and
Industrial Policy in
California
Task Force on
Equitable Clean
Energy Supply Chains
This bill would require the commission, on or before March 1, 2026, to designate a person, within the commission, to serve as the Senior Counselor on Industrial Policy and Clean Energy Development and would specify the senior counselor’s duties. The bill would require the senior counselor, on or before March 1, 2026, to convene the Task Force on Equitable Clean Energy Supply Chains and Industrial Policy in California, as provided, and would specify the duties and responsibilities of the task force. The bill would require the task force, on or before June 1, 2027, to submit to the Legislature a report on, among other things, its recommendations on strategies that would maximize the impact of state funds on promoting certain clean energy industries. The bill would require the Senior Counselor on Infrastructure, upon the issuance of the report, but on or before January 1, 2028, to convene certain state agencies to develop a workplan to implement the recommendations made in the report.
Introduced
SB 801 Hurtado Greenhouse gases:
reduction
GHG Emissions This bill would state the intent of the Legislature to enact subsequent legislation that would require the state to consider any potential cost burden to Californians as it works on achieving its climate goals, including its greenhouse gas emissions goals and standards under the California Global Warming Solutions Act of 2006.
Introduced
SB 803 Durazo California Conservation
Corps: Green Collar
Certification Program
California
Conservation Corps
This bill would require the Director of the California Conservation Corps to establish a Green Collar Certification Program that provides young persons participating in the corps with skills and education relating to reducing carbon emissions in residential and nonresidential buildings, preparing communities for environmental disasters, and developing conservation infrastructure projects that stabilize shorelines and restore ecological habitats, as provided.
Introduced
SB 810 Dahle Electricity: ratepayer-funded programs: reportsReporting Existing law requires the State Energy Resources Conservation and Development Commission (Energy Commission) to administer various programs, such as the Electric Program Investment Charge program, that are funded by a charge on electrical ratepayers. Existing law requires the Public Utilities Commission (PUC) to require electrical corporations to implement various programs, such as energy efficiency programs, that are funded by electrical ratepayers. Under its authority, the Governor has issued an executive order directing the Energy Commission and the PUC to examine electrical ratepayer-funded programs under their respective jurisdictions and to identify programs and regulations that may be unduly adding to electricity rates for which the benefits provided may not be justified by the costs imposed on electrical ratepayers. The executive order requires those 2 commissions to report back to the Governor by January 1, 2025. This bill would require the Energy Commission and the PUC, by July 1, 2025, to each submit to the Legislature a report containing certain information required by the executive order.
Introduced
Orange County Power Authority 2025 California Bill Tracker Updated 3/3/2025
Bill # Author Title Category Summary Status
SB 836 Rubio Electricity: transmission
planning and permitting
Transmission Existing law requires the Energy Commission and PUC, in coordination with the Independent System Operator, every 5 years, to review and update, as necessary, the memorandum of understanding and a related workplan to ensure the memorandum and workplan reflect the coordination that is needed to help meet the state’s energy goals. This bill would require those entities to review and update, as necessary, the memorandum every 3 years, rather than every 5 years.
Introduced
SB 840 Limon and McGuire Greenhouse gases:
market-based
compliance mechanism
Cap-and-Trade This bill would state the intent of the Legislature to enact subsequent legislation to reform, and extend the operation of, the market-based compliance mechanism.
Introduced
SB 842 Stern Energy: firm zero-carbon
resources
Zero-Carbon
Resources
This bill would state that it is the intent of the legislature to enact future legislation to support the deployment of firm zero-carbon energy resources in order to enhance local reliability, improve grid resilience, and reduce ongoing ratepayer costs.
Introduced
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 7.4
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Steven Halligan, Regulatory and Legislative Manager Approved By: Joe Mosca, Chief Executive Officer
Subject: SUPPORT SB 540 - INDEPENDENT SYSTEM OPERATOR: INDEPENDENT REGIONAL ORGANIZATION AND SB 239 – OPEN MEETINGS:
TELECONFERENCING: SUBSIDIARY BODY
Date: March 10, 2025
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Approve positions on legislation as recommended by Staff: Support SB 540 - Independent System Operator: independent regional organization and SB 239 - Open meetings: teleconferencing:
subsidiary body
BACKGROUND
The deadline to introduce legislation in the California Legislator was February 21. In total over 2,300 bills were introduced, covering a wide range of policy areas. Staff have identified 118 bills (Attachment – 2025 Orange County Power Authority Bill Tracker) to analyze and monitor throughout the legislative session. These bills multiple categories relevant to OCPA’s mission, including but not limited to affordability, building standards, energy sources, CEQA, transmission, decarbonization, demand forecasting, electrification, IOU rate cases and oversight, and workforce development.
Staff regularly assess legislation based on its potential impact on OCPA’s operations, policy goals, and the broader transition to a clean energy future. This ongoing evaluation process ensures that OCPA remains engaged in legislative developments that affect energy markets, grid reliability, environmental sustainability, and consumer protection.
ANALYSIS AND DISCUSSION
Currently, staff have identified two bills to take a support position on. One bill, related to allowing the CAISO to join an independent regional organization falls under the OCPA Policy Platform by promoting a more integrated and efficient Western energy market. . The second bill, related to The Brown Act and public meetings, aims to modernize public meeting requirements but does not directly fall under the OCPA Policy Platform. However, given its implications for improving accessibility and participation in public meetings, staff recommend supporting this legislation as well. Details of the two bills are below.
Senate Bill (SB) 540 (Becker and Stern) - Independent System Operator: independent regional organization
The Western electricity grid has long been fragmented, with multiple balancing authorities operating independently, leading to inefficiencies in resource utilization, higher costs for ratepayers, and challenges in integrating renewable energy. Recognizing the need for a more coordinated approach, a coalition of regulators from five Western states, including California, launched the West-Wide Governance Pathways Initiative (Pathways Initiative) in 2023. The initiative aims to explore governance reforms that would enhance regional coordination while ensuring that California retains control over its energy policies.
Currently, the California Independent System Operator (CAISO) operates the state's transmission grid and manages the Western Energy Imbalance Market (EIM), a voluntary real-time market that has already demonstrated cost savings and emissions reductions. In 2022, CAISO expanded the EIM into the Extended Day-Ahead Market (EDAM), providing further economic and reliability benefits. However, broader regional governance reforms are needed to fully optimize these markets and maximize the benefits for Californians and other Western states.
SB 540 provides the California Independent System Operator (CAISO) with the authority necessary to implement the Pathways Initiative Proposal if it determines an independent regional organization (RO) meets specific requirements. The bill allows CAISO to tap into a wider market of electricity resources which studies have shown stand to provide significant benefits to Californians including cost savings, enhanced grid reliability, and reduced air pollution.
The expanded market that SB 540 would enable will save ratepayers money, improve grid reliability, and reduce air pollution from power plants in California by:
1. Optimizing Resource Utilization: A regional market allows for better coordination of electricity generation, storage, and transmission across multiple states, reducing costs and increasing efficiency.
2. Enhancing Renewable Energy Integration: California often curtails excess solar and wind generation when supply exceeds demand. A regional market would enable the export of surplus renewable energy, maximizing its value and reducing waste.
3. Improving Grid Reliability: With access to a broader range of electricity resources, California can draw power from neighboring states during peak demand periods, reducing reliance on expensive and polluting backup generators.
4. Reducing Air Pollution: By decreasing reliance on older, inefficient gas plants and diesel generators, a regional market would contribute to lower emissions, benefiting public health and reducing environmental impacts, particularly in disadvantaged communities.
SB 540 enables the CAISO and California Utilities to participate in energy markets governed by a separate, independent regional organization. If the RO meets specific criteria, CAISO would be authorized to enact a resolution allowing the RO’s rules to govern CAISO’s energy markets. SB 540 does not transfer authority for transmission planning, transmission cost allocation, balancing authority functions, or reliability coordination.
SB 540 will ensure that we reach our climate goals in the most cost-effective and reliable manner possible by tapping into a much wider set of Western resources–lowering energy bills, improving grid reliability, and reducing pollution in front-line communities, while also retaining control of our procurement, environmental, reliability, and other public policies.
SB 540 has already garnered broad support from the Coalition of California Utility Employees, Environmental Defense Fund, Nature Resources Defense Council, State Electrical Workers, and many more.
Recommended position: Support
SB 239 (Arreguin) - Open meetings: teleconferencing: subsidiary body The Brown Act establishes requirements for open meetings of local legislative bodies to ensure transparency and public participation. However, the Act's current teleconferencing provisions impose restrictions that can limit participation, particularly for advisory bodies that do not take final actions on policy decisions.
SB 239 seeks to modernize these provisions by allowing subsidiary bodies, such as advisory committees, to use teleconferencing for remote participation. Specifically, committee members would be permitted to participate remotely as long as they appear on camera during the open portion of the meeting that is publicly accessible via the internet. A physical in-person meeting location would still be required for public participation, maintaining transparency and accountability.
Key Provisions and Benefits:
Expanding Public and Community Participation: Many advisory committee members, particularly those from underrepresented or geographically dispersed communities, face barriers to attending in-person meetings. Remote participation would lower these barriers, increasing the diversity and inclusivity of advisory bodies.
Enhancing Government Efficiency: By reducing logistical challenges for committee members, SB 239 could improve attendance, engagement, and overall committee effectiveness.
Reducing Environmental Impact: Allowing remote participation would decrease vehicle travel to meetings, cutting greenhouse gas emissions and aligning with California’s climate action goals.
While SB 239 provides flexibility for advisory bodies, it maintains safeguards to uphold transparency. The bill requires remote participants to appear on camera, ensuring public visibility, and mandates a central physical meeting location to allow in-person public engagement. These provisions strike a balance between modernizing meeting practices and preserving government accountability.
After consulting with the Orange County Power Authority (OCPA) General Counsel, it was determined that the Community Advisory Committee would qualify under the provisions of SB 239. This means members could participate remotely under the bill’s conditions, enhancing accessibility and engagement in energy policy discussions.
Recommended position: Support
FISCAL IMPACT
None
ATTACHMENTS
Attachment A – Senate Bill 540
Attachment B – Senate Bill 239
SENATE BILL No. 540
Introduced by Senators Becker and Stern
February 20, 2025
An act to amend Section 337 of, to add Section 345.6 to, to repeal Section 352 of, and to repeal Article 4 (commencing with Section 355) of, Article 5 (commencing with Section 359) of, and Article 5.5 (commencing with Section 359.5) of, Chapter 2.3 of Part 1 of Division 1 of, the Public Utilities Code, relating to electricity. legislative counsel’s digest
SB 540, as introduced, Becker. Independent System Operator:
independent regional organization.
Existing law provides for the establishment of an Independent System Operator (ISO) as a nonprofit public benefit corporation and requires the ISO to ensure efficient use and reliable operation of the electrical transmission grid consistent with achieving planning and operating reserve criteria no less stringent than those established by the Western Electricity Coordinating Council and the North American Electric Reliability Council. Existing law, the Clean Energy and Pollution Reduction Act of 2015, provides for the transformation of the ISO into a regional organization, with the approval of the Legislature, pursuant to a specified process. That process provides that modifications to the ISO’s governance structure, through changes to its bylaws or other corporate governance documents, will not become effective until the ISO, the Public Utilities Commission, the State Energy Resources Conservation and Development Commission, the State Air Resources Board (state board), the Governor, and the Legislature take specified actions on or before January 1, 2019.
This bill would delete the above-described provisions providing for the transformation of the ISO into a regional organization. The bill
99 would authorize the ISO and the electrical corporations that are participating transmission owners whose transmission systems are operated by the ISO, in lieu of the ISO managing related energy markets, as provided, to use energy markets governed by an independent regional organization, provided that specified requirements are satisfied. The bill would authorize the ISO, on or after January 1, 2027, to implement tariff modifications accepted by the Federal Energy Regulatory Commission to operate the energy markets whose rules are governed by an independent regional organization if the governing board of the ISO adopts a resolution, as specified, finding that each of the specified conditions have been, or will be, adopted by the independent regional organization. The bill would require the ISO to maintain the necessary technical capability to operate energy markets, as specified, and would require the ISO to continue its functions and responsibilities as a balancing authority, as provided.
Existing law requires the Power Exchange to provide an efficient competitive auction, open on a nondiscriminatory basis to all suppliers, that meets the loads of all exchange customers at efficient prices, and authorizes the Power Exchange governing board to form appropriate technical advisory committees composed of market and nonmarket participants to advise the governing board on relevant issues.
This bill would delete these provisions.
Vote: majority. Appropriation: no. Fiscal committee: yes.
State-mandated local program: no.
The people of the State of California do enact as follows:
line 1 SECTION 1. Section 337 of the Public Utilities Code is line 2 amended to read:
line 3 337. (a) The Independent System Operator governing board line 4 shall be composed of comprise a five-member independent line 5 governing board of directors appointed by the Governor and subject line 6 to confirmation by the Senate. Any reference in this chapter or in line 7 any other provision of law to the Independent System Operator line 8 governing board means the independent governing board appointed line 9 under this subdivision.
line 10 (b) A member of the independent governing board appointed line 11 under subdivision (a) may not be affiliated with any actual or line 12 potential participant in any market administered by the Independent line 13 System Operator.
99 SB 540 — 2 —
line 1 (c) (1) All appointments shall be for three-year terms. line 2 (2) There is no limit on the number of terms that may be served line 3 by any member.
line 4 (d) The Oversight Board shall require the articles of line 5 incorporation and bylaws of the Independent System Operator to line 6 be revised in accordance with this section, and shall make filings line 7 with the Federal Energy Regulatory Commission as the Oversight line 8 Board determines to be necessary.
line 9 (e) For the purposes of the initial appointments to the line 10 Independent System Operator governing board, as provided in line 11 subdivision (a), the Governor shall appoint one member to a line 12 one-year term, two members to a two-year term, and two members line 13 to a three-year term.
line 14 (f) This section becomes inoperative on the date on which the line 15 governance modifications set forth in Section 359.5 become line 16 effective and is repealed on January 1 of the following year. line 17 SEC. 2. Section 345.6 is added to the Public Utilities Code, to line 18 read:
line 19 345.6. (a) In lieu of the Independent System Operator line 20 managing related energy markets as provided in subdivision (b) line 21 of Section 345.5, the Independent System Operator and the line 22 electrical corporations that are participating transmission owners line 23 whose transmission systems are operated by the Independent line 24 System Operator may use energy markets governed by an line 25 independent regional organization if all of the following line 26 requirements are satisfied:
line 27 (1) The independent regional organization is a nonprofit line 28 corporation whose governance documents include a corporate line 29 obligation to respect the authority of each state that has a line 30 load-serving entity or balancing authority participating in the line 31 market to set its own procurement, environmental, reliability, and line 32 other public interest policies.
line 33 (2) The governing board of the independent regional line 34 organization maintains a public policy committee consisting of line 35 members of the governing board of the independent regional line 36 organization that engages with states, local power authorities, and line 37 federal power marketing administrations about potential impacts line 38 to state, local, or federal policies before it approves a tariff change line 39 for filing at the Federal Energy Regulatory Commission. 99 — 3 — SB 540
line 1 (3) The governing board of the independent regional line 2 organization maintains a relationship with and seeks input from a line 3 body of state regulators or similar body to receive the views of line 4 state regulators.
line 5 (4) The independent regional organization makes funding line 6 available for a consumer advocate organization that represents the line 7 interests of one or more consumer advocate offices authorized in line 8 state law and facilitates engagement by those offices in the markets line 9 governed by the independent regional organization. line 10 (5) The independent regional organization maintains an office line 11 of public participation to provide information and education to line 12 members of the public about issues and initiatives at the line 13 independent regional organization, including facilitating line 14 engagement in those processes.
line 15 (6) In addition to any independent market monitoring activity line 16 required by a Federal Energy Regulatory Commission order, the line 17 independent regional organization maintains access to independent line 18 market analysis for the governing board of the independent regional line 19 organization on the impacts of market dynamics or rule changes line 20 to minimize overall costs to end-use consumers. line 21 (7) Subject to appropriate confidentiality provisions, market line 22 data is available to the commission and the Public Advocate’s line 23 Office, and other states’ commissions and public advocate offices, line 24 to the same or greater extent as existed on December 31, 2024, for line 25 the markets governed by the Independent System Operator. line 26 (8) There is a stakeholder process designed to provide line 27 nonbinding advice to the governing board of the independent line 28 regional organization.
line 29 (9) The independent regional organization is obligated to line 30 conduct meetings and make decisions in an open process with line 31 transparent, documented rationales, and all meetings of the line 32 governing board of the independent regional organization are line 33 publicly noticed and, excluding executive sessions, are available line 34 to remote participants, recorded and posted on the independent line 35 regional organization’s internet website, open to the public, and line 36 subject to open record requirements.
line 37 (10) The Independent System Operator continues to operate the line 38 energy markets, subject to the market rules determined by the line 39 independent regional organization as accepted by the Federal line 40 Energy Regulatory Commission.
99 SB 540 — 4 —
line 1 (11) The market rules of the independent regional organization line 2 continue to provide greenhouse gas emissions information and line 3 protocols sufficient to enable entities subject to the State Air line 4 Resources Board’s rules to demonstrate compliance. line 5 (12) The independent regional organization permits and provides line 6 a procedure for withdrawal by any participant with reasonable line 7 prior notice.
line 8 (b) On or after January 1, 2027, the Independent System line 9 Operator may implement tariff modifications accepted by the line 10 Federal Energy Regulatory Commission to operate the energy line 11 markets whose rules are governed by an independent regional line 12 organization, as provided in subdivision (a), if the governing board line 13 of the Independent System Operator adopts a resolution finding line 14 that each of the requirements of paragraphs (1) through (12), line 15 inclusive, of subdivision (a) have been or will be adopted by the line 16 independent regional organization. The governing board of the line 17 Independent System Operator may adopt the resolution if the line 18 Independent System Operator satisfies all of the following line 19 requirements:
line 20 (1) The meeting is open to the public, available to remote line 21 participants, recorded, and posted on the Independent System line 22 Operator’s internet website.
line 23 (2) The Independent System Operator issues a notice of the line 24 meeting and proposed findings not less than 90 days before the line 25 meeting.
line 26 (3) The notice explains the basis for finding that each line 27 requirement of paragraphs (1) through (12), inclusive, of line 28 subdivision (a) will be met.
line 29 (4) The notice provides an opportunity for written comments line 30 on the proposed findings.
line 31 (5) The Independent System Operator issues written responses line 32 to any comments not less than 20 days before the meeting. line 33 (c) (1) The Independent System Operator shall maintain the line 34 necessary technical capability to operate energy markets in a line 35 manner that enables California electrical corporations, local line 36 publicly owned electric utilities, and other applicable market line 37 participants to withdraw from the markets governed by the line 38 independent regional organization and instead the Independent line 39 System Operator would provide separate market services for those line 40 entities.
99 — 5 — SB 540
line 1 (2) This section does not modify the commission’s authority to line 2 direct an electrical corporation to withdraw from an energy market line 3 governed by an independent regional organization in response to line 4 federal action or any other significant change in market rules or line 5 operations detrimental to California consumers or California line 6 procurement, environmental, reliability, or other public interest line 7 policies.
line 8 (d) (1) The Independent System Operator shall continue its line 9 functions and responsibilities as a balancing authority as they line 10 existed before enactment of this section, and maintain compliance line 11 with applicable reliability standards as developed, adopted, and line 12 enforced by the North American Electric Reliability Corporation, line 13 the Western Electricity Coordinating Council, or the Federal line 14 Energy Regulatory Commission.
line 15 (2) The Independent System Operator shall not change its line 16 balancing authority area from that which existed on December 31, line 17 2024, except as follows:
line 18 (A) Standard accretion of new transmission lines, substations, line 19 and other equipment by participating transmission owners. line 20 (B) The Independent System Operator may combine its line 21 balancing authority area with another California balancing authority line 22 if the combination is mutually agreed upon.
line 23 (C) The Independent System Operator may use its subscriber line 24 participating transmission owner tariff.
line 25 (3) This section does not change the responsibilities of the line 26 Independent System Operator under Section 345.5, including line 27 managing the transmission grid, planning for transmission line 28 expansion, and complying with Section 25308 of the Public line 29 Resources Code.
line 30 (e) The Independent System Operator may act as a vendor, line 31 through a contract with the independent regional organization, of line 32 market operation services, generation dispatch services, line 33 transmission operation services, transmission planning services, line 34 reliability coordination, balancing authority compliance or line 35 operation services, or other electrical system services. line 36 (f) For purposes of this section, the terms “balancing authority,” line 37 “balancing authority area,” and “California balancing authority” line 38 have the same meanings as provided in Section 399.12. line 39 SEC. 3. Section 352 of the Public Utilities Code is repealed. 99 SB 540 — 6 —
line 1 352. (a) The Independent System Operator may not enter into line 2 a multistate entity or a regional organization as authorized in line 3 Section 359 unless that entry is approved by the Oversight Board. line 4 (b) This section becomes inoperative on the date on which the line 5 governance modifications set forth in Section 359.5 become line 6 effective and is repealed on January 1 of the following year. line 7 SEC. 4. Article 4 (commencing with Section 355) of Chapter line 8 2.3 of Part 1 of Division 1 of the Public Utilities Code is repealed. line 9 SEC. 5. Article 5 (commencing with Section 359) of Chapter line 10 2.3 of Part 1 of Division 1 of the Public Utilities Code is repealed. line 11 SEC. 6. Article 5.5 (commencing with Section 359.5) of line 12 Chapter 2.3 of Part 1 of Division 1 of the Public Utilities Code is line 13 repealed.
O
99 — 7 — SB 540
SENATE BILL No. 239
Introduced by Senator Arreguín
January 30, 2025
An act to add Section 54953.05 the Government Code, relating to local government.
legislative counsel’s digest
SB 239, as introduced, Arreguín. Open meetings: teleconferencing:
subsidiary body.
Existing law, the Ralph M. Brown Act, requires, with specified exceptions, that all meetings of a legislative body, as defined, of a local agency be open and public and that all persons be permitted to attend and participate. The act generally requires for teleconferencing that the legislative body of a local agency that elects to use teleconferencing post agendas at all teleconference locations, identify each teleconference location in the notice and agenda of the meeting or proceeding, and have each teleconference location be accessible to the public. Existing law also requires that, during the teleconference, at least a quorum of the members of the legislative body participate from locations within the boundaries of the territory over which the local agency exercises jurisdiction, except as specified.
Existing law, until January 1, 2026, authorizes specified neighborhood city councils to use alternate teleconferencing provisions related to notice, agenda, and public participation, as prescribed, if, among other requirements, the city council has adopted an authorizing resolution and 2⁄3 of the neighborhood city council votes to use alternate teleconference provisions, as specified.
This bill would authorize a subsidiary body, as defined, to use alternative teleconferencing provisions and would impose requirements for notice, agenda, and public participation, as prescribed. The bill
99 would require the subsidiary body to post the agenda at the primary physical meeting location. The bill would require the members of the subsidiary body to visibly appear on camera during the open portion of a meeting that is publicly accessible via the internet or other online platform, as specified. The bill would also require the subsidiary body to list a member of the subsidiary body who participates in a teleconference meeting from a remote location in the minutes of the meeting.
The bill would require the legislative body that established the subsidiary body electing to use teleconferencing pursuant to these provisions to establish the subsidiary body by charter, ordinance, resolution, or other formal action to make specified findings by majority vote, before the subsidiary body uses teleconferencing for the first time and every 12 months thereafter. The bill would require the subsidiary body to approve the use of teleconference by 2⁄3 vote before using teleconference pursuant to these provisions.
The bill would exempt from these alternative teleconferencing provisions a subsidiary body that has subject matter jurisdiction over police oversight, elections, or budgets. The bill would require any member of a subsidiary body who is an elected official to comply with specified agenda and quorum requirements to participate in a meeting through teleconferencing pursuant to this section, and would require any final recommendations adopted by a subsidiary body to be presented at a regular meeting of the legislative body that established the subsidiary body.
Existing constitutional provisions require that a statute that limits the right of access to the meetings of public bodies or the writings of public officials and agencies be adopted with findings demonstrating the interest protected by the limitation and the need for protecting that interest.
This bill would make legislative findings to that effect.
The California Constitution requires local agencies, for the purpose of ensuring public access to the meetings of public bodies and the writings of public officials and agencies, to comply with a statutory enactment that amends or enacts laws relating to public records or open meetings and contains findings demonstrating that the enactment furthers the constitutional requirements relating to this purpose.
This bill would make legislative findings to that effect.
Vote: majority. Appropriation: no. Fiscal committee: no.
State-mandated local program: no.
99 SB 239 — 2 —
The people of the State of California do enact as follows:
line 1 SECTION 1. Section 54953.05 is added to the Government line 2 Code, to read:
line 3 54953.05. (a) (1) The definitions in Section 54953, as that line 4 section may be amended from time to time, apply for purposes of line 5 this section.
line 6 (2) For purposes of this section, “subsidiary body” means a line 7 legislative body that meets all of the following:
line 8 (A) Is described in subdivision (b) of Section 54952. line 9 (B) Serves exclusively in an advisory capacity. line 10 (C) Is not authorized to take final action on legislation, line 11 regulations, contracts, licenses, grants, permits, or other line 12 entitlements.
line 13 (b) A subsidiary body may use teleconferencing without line 14 complying with paragraph (3) of subdivision (b) of Section 54953, line 15 if the subsidiary body complies with all of the following:
line 16 (1) The teleconferenced meetings shall be conducted in a manner line 17 that protects the statutory and constitutional rights of the parties line 18 or the public appearing before the subsidiary body. line 19 (2) Each member of the subsidiary body shall participate through line 20 both audio and visual technology.
line 21 (3) The subsidiary body shall provide at least one of the line 22 following as a means by which the public may remotely hear and line 23 visually observe the meeting, and remotely address the subsidiary line 24 body:
line 25 (A) A two-way audiovisual platform.
line 26 (B) A two-way telephonic service and a live webcasting of the line 27 meeting.
line 28 (4) The subsidiary body shall give notice of the meeting and line 29 post agendas as otherwise required by this chapter. line 30 (5) The subsidiary body shall designate a primary physical line 31 meeting location where members of the public may physically line 32 attend, observe, hear, and participate in the meeting. At least one line 33 staff member of the subsidiary body shall be present at the primary line 34 physical meeting location during the meeting. The subsidiary body line 35 shall post the agenda at the primary physical meeting location, but line 36 need not post the agenda at a remote location.
line 37 (6) In each instance in which notice of the time of the line 38 teleconferenced meeting is otherwise given or the agenda for the 99 — 3 — SB 239
line 1 meeting is otherwise posted, the subsidiary body shall also give line 2 notice of the means by which members of the public may access line 3 the meeting and offer public comment.
line 4 (7) The agenda shall identify and include an opportunity for all line 5 persons to attend and address the subsidiary body directly pursuant line 6 to Section 54954.3 via a call-in option or via an internet-based line 7 service option.
line 8 (8) In the event of a disruption that prevents the subsidiary body line 9 from broadcasting the meeting to members of the public using the line 10 call-in option or internet-based service option, or in the event of line 11 a disruption within the subsidiary body’s control that prevents line 12 members of the public from offering public comments using the line 13 call-in option or internet-based service option, the subsidiary body line 14 shall take no further action on items appearing on the meeting line 15 agenda until public access to the meeting via the call-in option or line 16 internet-based service option is restored. Actions taken on agenda line 17 items during a disruption that prevents the subsidiary body from line 18 broadcasting the meeting may be challenged pursuant to Section line 19 54960.1.
line 20 (9) Notwithstanding Section 54953.3, an individual desiring to line 21 provide public comment through the use of an internet website, or line 22 other online platform, not under the control of the subsidiary body, line 23 that requires registration to log in to a teleconference may be line 24 required to register as required by the third-party internet website line 25 or online platform to participate.
line 26 (10) The members of the subsidiary body shall visibly appear line 27 on camera during the open portion of a meeting that is publicly line 28 accessible via the internet or other online platform. line 29 (A) The visual appearance of a member of the subsidiary body line 30 on camera may cease only when the appearance would be line 31 technologically impracticable, including, but not limited to, when line 32 the member experiences a lack of reliable broadband or internet line 33 connectivity that would be remedied by joining without video, or line 34 when the visual display of meeting materials, information, or line 35 speakers on the internet or other online platform requires the visual line 36 appearance of a member of a subsidiary body on camera to cease. line 37 (B) If a member of the advisory body does not appear on camera line 38 due to challenges with internet connectivity, the member shall line 39 announce the reason for their nonappearance when they turn off line 40 their camera.
99 SB 239 — 4 —
line 1 (C) A member shall publicly disclose at the meeting before any line 2 action is taken, whether any other individuals 18 years of age or line 3 older are present in the room at the remote location with the line 4 member, and the general nature of the member’s relationship with line 5 any such individuals.
line 6 (11) The subsidiary body shall not require public comments to line 7 be submitted in advance of the meeting and must provide an line 8 opportunity for the public to address the subsidiary body and offer line 9 comment in real time.
line 10 (A) A subsidiary body that provides a timed public comment line 11 period for each agenda item shall not close the public comment line 12 period for the agenda item, or the opportunity to register, pursuant line 13 to paragraph (9), to provide public comment until that timed public line 14 comment period has elapsed.
line 15 (B) A subsidiary body that does not provide a timed public line 16 comment period, but takes public comment separately on each line 17 agenda item, shall allow a reasonable amount of time per agenda line 18 item to allow public members the opportunity to provide public line 19 comment, including time for members of the public to register line 20 pursuant to paragraph (9), or otherwise be recognized for the line 21 purpose of providing public comment.
line 22 (C) A subsidiary body that provides a timed general public line 23 comment period that does not correspond to a specific agenda item line 24 shall not close the public comment period or the opportunity to line 25 register, pursuant to paragraph (9), until the timed general public line 26 comment period has elapsed.
line 27 (12) A member of the subsidiary body who participates in a line 28 teleconference meeting from a remote location shall be listed in line 29 the minutes of the meeting.
line 30 (c) In order to use teleconferencing pursuant to this section, the line 31 legislative body that established the subsidiary body by charter, line 32 ordinance, resolution, or other formal action shall make the line 33 following findings by majority vote before the subsidiary body line 34 uses teleconferencing pursuant to this section for the first time, line 35 and every 12 months thereafter:
line 36 (1) The legislative body has considered the circumstances of line 37 the subsidiary body.
line 38 (2) Teleconference meetings of the subsidiary body would line 39 enhance public access to meetings of the subsidiary body. 99 — 5 — SB 239
line 1 (3) Teleconference meetings of the subsidiary body would line 2 promote the attraction, retention, and diversity of subsidiary body line 3 members.
line 4 (d) The legislative body shall approve the use of line 5 teleconferencing by two-thirds vote before using teleconference line 6 pursuant to this section.
line 7 (e) This section shall not apply to a subsidiary body that has line 8 subject matter jurisdiction over police oversight, elections, or line 9 budgets.
line 10 (f) Notwithstanding subdivision (b), any member of a subsidiary line 11 body who is an elected official shall comply with paragraph (3) line 12 of subdivision (b) of Section 54953 to participate in a meeting line 13 through teleconferencing pursuant to this section. line 14 (g) Any final recommendations adopted by a subsidiary body line 15 shall be presented at a regular meeting of the legislative body that line 16 established the subsidiary body.
line 17 SEC. 2. The Legislature finds and declares that Section 1 of line 18 this act, which adds Section 54953.05 to the Government Code, line 19 imposes a limitation on the public’s right of access to the meetings line 20 of public bodies or the writings of public officials and agencies line 21 within the meaning of Section 3 of Article I of the California line 22 Constitution. Pursuant to that constitutional provision, the line 23 Legislature makes the following findings to demonstrate the interest line 24 protected by this limitation and the need for protecting that interest:
line 25 By removing the requirement for agendas to be placed at the line 26 location of each public official participating in a public meeting line 27 remotely, this act protects the personal, private information of line 28 public officials and their families while preserving the public’s line 29 right to access information concerning the conduct of the people’s line 30 business.
line 31 SEC. 3. The Legislature finds and declares that Section 1 of line 32 this act, which adds Section 54953.05 to the Government Code, line 33 furthers, within the meaning of paragraph (7) of subdivision (b) line 34 of Section 3 of Article I of the California Constitution, the purposes line 35 of that constitutional section as it relates to the right of public line 36 access to the meetings of local public bodies or the writings of line 37 local public officials and local agencies. Pursuant to paragraph (7) line 38 of subdivision (b) of Section 3 of Article I of the California line 39 Constitution, the Legislature makes the following findings:
99 SB 239 — 6 —
line 1 This act is necessary to provide opportunities for public line 2 participation in meetings of specified public agencies and to line 3 promote the attraction and retention of members of those agencies.
O
99 — 7 — SB 239
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item No. 7.5
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Jacquie Henderson, Director of Communications & External Affairs Approved by: Joe Mosca, Chief Executive Officer
Subject: MARKETING AND COMMUNICATIONS UPDATE FOR JANUARY – FEBRUARY 2025
Date: March 10, 2025
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and file
BACKGROUND
The Orange County Power Authority (OCPA) Marketing and Communications Committee meets quarterly to review the agency’s outreach and engagement activities over the previous two to three months. This report will provide details on the topics discussed, including the success of notable outreach efforts over the past two months, and key future happenings.
ANALYSIS AND DISCUSSION
The beginning of the year has been an exciting and accomplishment-filled time for OCPA, and January-February marketing and communications efforts were dedicated to sharing good news and connecting with the community. The organization has been providing information on OCPA community programs and the 2025 energy plan offerings to customers, while continuing to build relationships with city and community stakeholders across a wide variety of channels. Highlights are outlined below:
New Ad Campaign
At the beginning of the new year, OCPA launched a new brand campaign with an updated theme now that OCPA has two years of success under its belt. The concept has been updated from “Flip the Switch,” which promoted the ease with which customers can choose renewable energy, to “Powering a Brighter Future,” that highlights how OCPA is making a difference in Orange County communities.
A new 30-second commercial has been running digitally and on cable / connected TV that showcases diverse representation and was filmed in member communities. To date, the ad has received over one million impressions. OCPA also updated its tagline from “The Power of Community” to “Your Clean Energy Choice.” The new tagline better defines OCPA as an organization and highlights renewable energy where this mention was previously lacking. The new commercial and details on the campaign are available in Attachment A.
Direct Mail in Member Cities
To ensure OCPA customers are consistently informed about the organization and their renewable energy account, mailers were sent to all 100% Renewable Choice customers in the City of Irvine letting them know that the City has updated the default energy plan to Basic Choice and that their account will be automatically updated on their February meter read date. An email was also sent to all the customers, with an email address associated with their account, to ensure communication was provided as broadly as possible. Mailers were also sent to all 100% Renewable Choice customers in Buena Park letting them know that the City has updated the default energy plan to Smart Choice and that their account will be automatically updated on their March meter read date. Second mailers will go out in March for Irvine customers and April for Buena Park customers. Visuals of the mailer are included in Attachment A.
Community Engagement
Community outreach included a successful Community Leaders briefing attended by 25 leaders representing Orange County multicultural, community, and business organizations. The event was covered by multicultural news outlets including Little Saigon TV and US News Express. OCPA also launched an art contest for K-6 grade students residing in or attending schools in member communities. The “Picturing a Better Tomorrow” contest asked students to use their creativity to imagine ways of protecting the planet, reducing reliance on fossil fuels, and embracing renewable energy for future generations. The contest received over 100 entries from kids across OCPA member cities! Additional events are outlined in Attachment A.
Upcoming Events
In the coming month, OCPA staff looks forward to numerous community-facing events and opportunities to connect with customers, including future customers in Fountain Valley. OCPA will be providing an introduction for the Fountain Valley Community Foundation on March 20, and is in the planning stages of pop-up events to provide information and answer questions in all member cities. Details on the pop-up events will be distributed as they are confirmed in an effort to connect with as many community members as possible. More details are available in Attachment A and were presented at the committee meeting.
FISCAL IMPACT
None
ATTACHMENT
Attachment A – OCPA Marketing and Communications Update_03.25 Marketing and
Communications Update
January – February 2025
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025 Branding / Marketing
● Updated tagline to “Your Clean Energy Choice” for OCPA logo to better highlight OCPA's brand promise or offering ● Launched updated brand advertising awareness campaign, “Powering a Brighter Future” across member cities ● Distributed rate change direct mail pieces to Irvine and Buena Park and emailed all Irvine residents ● Ad placed on the back cover of Fountain Valley Living magazine Media Relations
● Distributed three news releases announcing new Board members and leadership, the Community Power Plan Request for Qualifications and the Calpine Community Benefit Grants recipients Community Outreach
● Hosted a Community Leaders Briefing attended by 25 leaders from Orange County multicultural, community and business organizations
● Received over 100 submissions for the “Picturing a Better Tomorrow” K-6 art contest from students residing in or attending schools in member communities
● Participated in numerous community outreach and networking events ● Sponsored the Stewardship Award for the Miss Fountain Valley Scholarship Foundation Pageant Digital Communications
● Released bi-monthly community newsletter (February) and published two blog posts ● Received 24K video views of Sustainably Speaking with guest Dr. Lorenzo Gonzalez from Latino Health Access 2 HIGHLIGHTS
3 ONE MARKETING AND COMMUICATIONS UPDATE -YEAR ANNIVERSARY MARKETING STRATEGY DECK JANUARY – FEBRUARY 2025 Branding & Marketing
4 MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
NEW LOGO TAGLINE
• Refreshed logo with an updated tagline to highlight “Your Clean Energy Choice” for OCPA logo to better highlight OCPA's brand promise or offering
5 MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
BRAND AWARENESS CAMPAIGN
• Billboards
• Bus Shelters
• Hyper-Local Newspapers
• Multicultural Newspapers
• Cable TV / Connected TV / Cinema
• YouTube + Meta
● Launched new brand advertising awareness
campaign, “Powering a Brighter Future” across
member cities
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025 Cable TV / Connected TV / Cinema
● Spectrum Cable Includes COX in Irvine)
● Irvine Spectrum & Fullerton Movie Theaters
● Krikorian Theater Buena Park
Impressions
940k
BRAND AWARENESS CAMPAIGN
Digital
● YouTube
● Meta
Impressions
21K
YouTube Video Views
72K
6 MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
DIRECT MAIL
8 ● Distributed rate change direct mail
pieces to Irvine and Buena Park and
emailed all Irvine residents
- Email sent to 79,807 customers
- 69.3% open rate
● Second Irvine mailer being sent starting
March 3rd.
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
FOUNTAIN VALLEY LIVING
9 ● Consistently advertising on back cover
of Fountain Valley Living magazine
10 ONE MARKETING AND COMMUICATIONS UPDATE -YEAR ANNIVERSARY MARKETING STRATEGY DECK JANUARY – FEBRUARY 2025 Media Relations
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
MEDIA RELATIONS
11 Distributed news releases announcing:
• Calpine Community Grant recipients
• New 2025 Board member appointments
• Community Power Plan Request for
Qualifications
• Picturing a Better Tomorrow Art Contest
12 ONE MARKETING AND COMMUICATIONS UPDATE -YEAR ANNIVERSARY MARKETING STRATEGY DECK JANUARY – FEBRUARY 2025 Community Outreach
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
COMMUNITY LEADERS BRIEFING
13 ● OCPA hosted a Community Leaders briefing
that brought together 25 leaders from
multicultural, community and business
organizations.
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025 PICTURING A BETTER TOMORROW K-6 ART CONTEST
● Hosted “Picturing a Better Tomorrow” K-6 art contest for students residing in or attending schools in member communities
● Received over 100 entries from across member cities
● Contest flyer was distributed across the following:
● Irvine – 25 before/after school programs; 7 private schools ● Fullerton – 15 before/after school programs; 2 private schools ● Buena Park – 7 before/after school programs; 3 private schools ● Fountain Valley – 7 after school programs; 2 private schools ● News of the contest was published in the Fullerton Observer and the Orange County Department of Education newsletter
14 15 MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025 16 MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025 17 MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025 MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
COMMUNITY EVENTS
18 ● Participated in numerous community
outreach events
o Fountain Valley Mayor Ted Bui's first
Mayor’s Breakfast of the year
o Buena Park Community Town Hall
o Asian American Business Association
of Orange County's Lunar New Year
Celebration and Seniors Luncheon in
Irvine
o Sponsored the Miss Fountain Valley
Stewardship Award, which recognizes
an individual committed to sustainability
and making a lasting impact
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
UPCOMING EVENTS
19 March 4: Ba.Wa Remote Operating Control
Center tour (Carlsbad)
March 7: South OC Economic Chamber
Meet the Mayors event
March 25: OCPA Local, State, and Federal
Staffers Luncheon
March 27: OC Council of Governments
Annual Conference
April 28-30: CalCCA annual conference
20 ONE MARKETING AND COMMUICATIONS UPDATE -YEAR ANNIVERSARY MARKETING STRATEGY DECK JANUARY – FEBRUARY 2025 Digital Communications
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
COMMUNITY NEWSLETTER - FEBRUARY
21 ● Developed and distributed one
community newsletter
● 4,621 emails sent
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025
BLOG POSTS
22 ● Why Everyone Should Rally Behind
Clean Power
● Views from a Physician: Bridging
Clean Energy and Public Health in
Underserved Communities
MARKETING AND COMMUICATIONS UPDATE JANUARY – FEBRUARY 2025 VIDEOS
23 ● Received 24K videos views of Sustainably
Speaking with guest Dr. Lorenzo Gonzalez
from Latino Health Access
Thank You
Appendix
2024-2025
Brand Campaign Report
Paid Ad Campaign
27 FY24-25 Brand Campaign Report
Strategy
Be first to provide accurate information to target
audiences; control the narrative and ensure customers
have clarity about who OCPA is, what it does, how
community energy works, the benefits and how the tiered rate program works. Instill community pride in the efforts of member communities to achieve climate goals by
bringing community energy to their cities.
Public Outreach & Marketing
28 FY24-25 Brand Campaign Report
PRIORITY #1
Focus on Customers to share why switching
to renewable energy is good for the planet
and help them feel they are contributing in a
positive and meaningful way
PRIORITY #2
All Residents of Buena Park, Fountain Valley,
Fullerton & Irvine
PRIORITY #3:
All Communities & Businesses in Orange
County (excluding Anaheim).
All communities & businesses
in Orange County
Residents of Buena Park, Fountain
Valley, Fullerton & Irvine
Customers
BULLSEYE
APPROACH
FY24-25 Brand Campaign Report
OCPA Made an Impact: Cumulative Performance
Brand Campaign
Impressions
150M
Landing Page Visits
15K
Newsletter Subscribers
5K
FY24-25 Brand Campaign Performance Indicators:
FY24-25 Total Target Performance Indicators:
Total Followers
3K
Impressions
112M
Landing Page Visits
39K
Newsletter Subscribers
4.6K
Total Followers
5.1K
Media Plan
FY24-25 Brand Campaign Report
Awareness
31 ● The projected media budgets allow for 2 months of higher-cost Awareness media every 6 months ● Between those Awareness periods, running lower-cost paid social campaigns ● Additional layer of “always on” sustaining media for YouTube, LinkedIn and Paid Search
ROTATING TIME PERIODS
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun FY24 FY25
Awareness Awareness
Sustaining Media
Expand
Communication
Expand
Communication
Expand
Communication
32 FY24-25 Brand Campaign Report
MEDIA MIX
2024 Campaign Performance
Brand Campaign: Out Of Home
April-August 2024
Out of Home Buy:
● Digital Billboard I-5 (Buena Park/Fullerton)
● Digital Billboard 57 (Fullerton)
● Marquee billboard at The Source in Buena Park
● (10) Irvine Bus Shelters
● (10) Fullerton Bus Shelters
● (10) Buena Park Bus Shelters
● Digital poster boxes Diamond Jamboree Irvine
● Gym TV
Impressions
70M
Brand Campaign: Hyper-Local Print
2024
Irvine World News
● Half Page - 4/4
● Half Page - 4/18
● Half Page - 5/2
● Half Page - 5/16
● Half Page - 7/4
● Half Page - 7/18
● Half Page - 8/1
● Half Page - 8/15
North County News Tribune
● Half Page - 4/4
● Half Page - 4/18
● Half Page - 5/2
● Half Page - 5/16
● Half Page - 7/4
● Half Page - 7/18
● Half Page - 8/1
● Half Page - 8/15
Impressions
439K
Brand Campaign: Hyper-local Print
2024
Orange County Register
● Half Page + Banner - 4/4
● Half Page + Banner- 5/2
● Half Page + Banner- 7/4
● Half Page + Banner - 8/1
Fullerton Observer
● Half Page - 4/1
● Half Page - 4/15
● Half Page - 4/29
● Half Page - 5/13
● Half Page - 5/27
● Half Page - 7/1
● Half Page - 7/29
OCBJ
● Half Page + Half Page Adv - 11/11
Impressions
439K
Brand Campaign: Multicultural Print
2024
● Nguoi Viet Daily News - Half Page – 4/18, 5/2, 7/11
● World Journal (Chinese Daily) - Half Page – 4/4, 7/7
● Korea Times - Half Page – 4/4, 7/11
● Korea Daily - Half Page – 4/4, 7/11
● US News Express - Digital Banner Ad – 4/4, 7/11
***Digital Banner Ad
Impressions
410K
Brand Commercial: Flip the Switch
2024
Impressions
1.8M
Cable TV / Connected TV / Cinema
● Spectrum Cable Includes COX in Irvine)
● Irvine Spectrum & Fullerton Movie Theaters
● Krikorian Theater Buena Park
Brand Commercial: Flip the Switch
2024
Digital
● YouTube
● Meta
Impressions
3.4M
YouTube Video Views
780K
2025 Campaign Performance
Brand Campaign: Out Of Home
January - February 2025
Out of Home Buy:
● Marquee billboard at The Source in Buena Park
● Digital poster boxes Diamond Jamboree Irvine
● (10) Irvine Bus Shelters
● (10) Fullerton Bus Shelters
● (10) Buena Park Bus Shelters
Estimated Impressions
35M
Brand Campaign: Hyper-Local Print
2025
Irvine World News
● Half Page – 1/16/25
● Half Page – 1/30/25
● Half Page – 2/13/25
● Half Page – 2/27/25
North County News Tribune
● Half Page – 1/16/25
● Half Page – 1/30/25
● Half Page – 2/13/25
● Half Page – 2/27/25
Impressions
219K
Brand Campaign: Multicultural
2025
● Nguoi Viet Daily News - Half Page – 1/17/25
● World Journal (Chinese Daily) - Half Page – 1/16/25
● Korea Times - Half Page – 1/16/25
● Korea Daily - Half Page – 1/16/25
● US News Express - Digital Banner Ad - 1/16/25
***Digital Banner Ad
Impressions
205K
Brand Commercial: Powering a Brighter Future
2025
Cable TV / Connected TV / Cinema
● Spectrum Cable Includes COX in Irvine)
● Irvine Spectrum & Fullerton Movie Theaters
● Krikorian Theater Buena Park
Impressions
940K
Brand Campaign: Powering a Brighter Future
2025
Digital
● YouTube
● Meta
Impressions
21K
YouTube Video Views
72K
NEW Targeting: Fountain Valley
2024 -2025
Fountain Valley Living
● Back Cover- 11/1
● Back Cover- 1/1
● Back Cover- 4/1
Digital
● Meta
● YouTube
Impressions
300K
YouTube Video Views
15K
Media Locations and Timing
48 FY24-25 Brand Campaign Report
LINEAR CABLE
● Two zones of Spectrum Cable: #1716 & #1563 to cover Irvine, Buena Park & Fullerton
● Includes Cox Cable subscribers in Irvine (25% coverage) ● 0:30 brand video ads
● Months: Apr-May 24, Jul-Aug 24, Jan-Feb 25
● Networks would be skewed to those with high index to
OCPA target
● 1.2M estimated Impressions
AWARENESS MEDIA
Sample Networks: High Index to
OCPA Target
49 FY24-25 Brand Campaign Report
CONNECTED TV
AWARENESS MEDIA
● Overlay of Connected TV with Spectrum Reach to
include cord-cutters who get TV through Internet
provider (gray/green bars in chart on right)
● 0:30 brand video ads
● Months: Apr-May 24, Jul-Aug 24, Jan-Feb 25
● Targeted at Households that match to OCPA
‘Change Makers’ in Irvine, Buena Park & Fullerton
● 840K estimated Impressions
FY24-25 Brand Campaign Report
● Irvine Spectrum 20 with IMAX and Fullerton
20 (no available theaters in Buena Park)
● 0:30 brand video ads
● Months: Apr-May 24, Aug 24, Jan-Feb 25
(Jul 24 avoided due to very high costs)
● 556K estimated Impressions
50 CINEMA
AWARENESS MEDIA
51 FY24-25 Brand Campaign Report
OUTDOOR: FREEWAY DIGITAL
● I-5 showing to Southbound traffic traffic at Valley View approaching Buena Park
● 57 Freeway showing to Southbound traffic at Nutwood
next to Cal State Fullerton
● 14’x48’, 0:08s static image, rotated
● Months:Apr-May 24, Jul-Aug2 4, Jan/Feb 25
● 24M estimated Impressions
AWARENESS MEDIA
52 FY24-25 Brand Campaign Report
OUTDOOR: MULTICULTURAL DIGITAL
● Digital signage at two malls
frequented by high Asian/ethnic
customer traffic
● The Source digital billboard (25’ x 48’)
showing to I-5 freeway (Buena Park)
● Diamond Jamboree digital poster
(42.7" x 74.6") near Instagram
backdrop (Irvine)
● Months: Apr-May 24, Jul-Aug 24, Jan-Feb 25
● 21.9M estimated Impressions
AWARENESS MEDIA
53 FY24-25 Brand Campaign Report
OUTDOOR: BUS SHELTERS
● 10 bus shelters per month in Irvine, Buena
Park and Fullerton
● Months: Apr-Aug 24 (to avoid re -post), Jan-Feb 25
● Heavy up of 5 extra bus shelters in Irvine
during April around UC Irvine and Irvine
Valley College to to promote bicycle event
taking place in May
● 67.6M estimated Impressions
AWARENESS MEDIA
54 FY24-25 Brand Campaign Report
GYM TV
● 7 gyms in Irvine, average of 5 screens per gym
@ Planet Fitness, LA Fitness, 24 Hour Fitness,
and Team Oyama Fitness
● Helps reach female target in Irvine to
compensate for lack of outdoor billboards
● 0:15 Spot, Full-Motion Video or Static Digital
● Months: Apr-May 24, Jul-Aug 24
● 12.5% SOV (1 minute per hour, rotating between
max of 8 advertisers)
● 1.1M estimated Impressions
AWARENESS MEDIA
55 FY24-25 Brand Campaign Report
PAID SEARCH
● Defensive tactic to push down links
to negative articles on search results
● Low search volume around OCPA
keywords, so budgets will likely be
around $500/mo.
● Will only pay when resident clicks on
the sponsored search ad
SUSTAINING MEDIA
56 FY24-25 Brand Campaign Report
PRINT
AWARENESS MEDIA
● Bi-weekly ½ page insertions in community print for
Apr-May 24, Jul-Aug 24, Jan-Feb 25
○ Fullerton Observer (Fullerton)
○ Irvine World News (Irvine)
○ North County News Tribune (Buena Park &
Fullerton)
● 1 market-wide ½ page insertion + advertorial in
OCBJ’s ESG issue for Nov 24
● Ads to carry QR code linking to landing page
● 1.2M estimated Impressions
Thank You
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 7.6
--------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Tiffany Law, Chief Financial Officer
Approved By: Joe Mosca, Chief Executive Officer
Subject: TREASURER’S REPORT – FISCAL YEAR ENDED DECEMBER 31, 2024 AND Q4 2024 CHECK REGISTER
Date: March 10, 2025
---------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and file.
BACKGROUND
The Treasurer’s Report, representing the financial statement of the Orange County Power Authority (OCPA), is to be presented to the governing body on a quarterly basis. This report is prepared in accordance with Generally Accepted Accounting Principles (GAAP) in the United States and includes the statement of net position, the statement of revenues, expenses, and changes in net position, as well as the statement of cash flows.
OCPA has prepared unaudited financial statements for the year-to-date period from July 1, 2024, to December 31, 2024. These statements are accompanied by budgetary comparisons, an investment summary, a schedule of outstanding debt, and a check register.
ANALYSIS AND DISCUSSION
The unaudited financial statements for the fiscal year ending December 31, 2024, reflect OCPA's stable financial performance. In the first six months of FY 2024/25, OCPA strengthened its financial position by increasing its net position by $35 million, bringing the total accumulated net position to $80 million. These results are fully compliant with OCPA’s credit covenants.
FISCAL IMPACT
There is no financial impact from receiving the report.
ATTACHMENT
A. Treasurer’s Report ending December 31, 2024
B. Q4 2024 Check Register
1 ACCOUNTANTS’ COMPILATION REPORT
Management
Orange County Power Authority
Management is responsible for the accompanying financial statements of Orange County Power Authority (a California Joint Powers Authority) which comprise the statement of net position as of December 31, 2024, and the related statement of revenues, expenses, and changes in net position, and the statement of cash flows for the six months then ended in accordance with accounting principles generally accepted in the United States of America. We have performed a compilation engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. We did not audit or review the accompanying statements nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. Accordingly, we do not express an opinion, conclusion, nor provide any assurance on these financial statements.
Management has elected to omit substantially all of the note disclosures required by accounting principles generally accepted in the United States of America in these interim financial statements.
Orange County Power Authority’s annual audited financial statements include the note disclosures omitted from these interim statements. If the omitted disclosures were included in these financial statements, they might influence the user’s conclusions about the Authority’s financial position, results of operations, and cash flows. Accordingly, these financial statements are not designed for those who are not informed about such matters.
We are not independent with respect to the Authority because we performed certain accounting services that impaired our independence.
Maher Accountancy
San Rafael, CA
February 4, 2025
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com ASSETS
Current assets
Cash - unrestricted 124,969,381$
Cash - restricted 600,000
Investments 19,981,682
Accounts receivable, net of allowance 16,791,882
Accrued revenue 12,561,129
Other receivables 2,804,012
Prepaid expenses 110,740
Deposits 3,604,393
Total current assets 181,423,219
Noncurrent assets
Cash - restricted 5,000,000
Deposits 19,127,896
Capital assets, net of depreciation and amortization 1,185,160 Total noncurrent assets 25,313,056
Total assets 206,736,275
LIABILITIES
Current liabilities
Accrued cost of electricity 70,614,981
Accounts payable 560,447
Other accrued liabilities 1,054,974
User taxes and energy surcharges due to other governments 715,737 Lease liability 95,394
Total current liabilities 73,041,533
Noncurrent liabilities
Loans payable 7,527,841
Accrued interest and financing costs 423,263
Lease liability 791,460
Total noncurrent liabilities 8,742,564
Total liabilities 81,784,097
DEFERRED INFLOWS OF RESOURCES
Rate Stabilization Fund 45,000,000
NET POSITION
Net investment in capital assets 298,306
Unrestricted 79,653,872
Total net position 79,952,178$
ORANGE COUNTY POWER AUTHORITY
STATEMENT OF NET POSITION
As of December 31, 2024
See accountants' compilation report. 2
OPERATING REVENUES
Electricity sales, net 163,931,839$
OPERATING EXPENSES
Cost of electricity 125,168,852
Contract services 3,188,115
Staff compensation 1,978,477
Other operating expenses 737,260
Depreciation and amortization 84,305
Total operating expenses 131,157,009
Operating income (loss) 32,774,830
NONOPERATING REVENUES (EXPENSES)
Investment income 2,442,889
Interest expense (131,211)
Nonoperating revenues (expenses), net 2,311,678
CHANGE IN NET POSITION 35,086,508
Net position at beginning of period 44,865,670
Net position at end of period 79,952,178$
ORANGE COUNTY POWER AUTHORITY
STATEMENT OF REVENUES, EXPENSES
AND CHANGES IN NET POSITION
Six Months Ended December 31, 2024
See accountants' compilation report. 3
CASH FLOWS FROM OPERATING ACTIVITIES
Receipts from customers 183,701,637$
Receipts of security deposits 719,000
Payments to suppliers for electricity (121,368,661)
Payments for other goods and services (4,448,207)
Payments for staff compensation (1,824,531)
Payments of taxes and energy surcharges to other governments (2,697,617) Payments for deposits and collateral (10,468,039)
Net cash provided (used) by operating activities 43,613,582
CASH FLOWS FROM CAPITAL AND RELATED
FINANCING ACTIVITIES
Purchases of capital assets (376,742)
Net cash (used) by capital and related financing activities (376,742)
CASH FLOWS FROM INVESTING ACTIVITIES
Investment income received 1,997,125
Net cash provided (used) by investing activities 1,997,125 Net change in cash 45,233,965
Cash at beginning of period 85,335,416
Cash at end of period 130,569,381$
Reconciliation to the Statement of Net Position
Cash - unrestricted, current 124,969,381$
Cash - restricted, current 600,000
Cash - restricted, noncurrent 5,000,000
Total cash at end of period 130,569,381$
ORANGE COUNTY POWER AUTHORITY
STATEMENT OF CASH FLOWS
Six Months Ended December 31, 2024
See accountants' compilation report. 4
RECONCILIATION OF OPERATING INCOME (LOSS) TO NET
CASH PROVIDED (USED) BY OPERATING ACTIVITIES
Operating income (loss) 32,774,830$
Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities
Depreciation and amortization expense 84,305
(Increase) decrease in:
Accounts receivable 10,036,669
Other receivables 4,613,618
Accrued revenue 7,524,719
Prepaid expenses 82,702
Deposits and other assets (9,672,149)
Increase (decrease) in:
Accrued cost of electricity (997,649)
Accounts payable (456,274)
Other accrued liabilities 112,018
User taxes and energy surcharges due to other governments (489,207) Net cash provided (used) by operating activities 43,613,582$
NONCASH CAPITAL AND RELATED
FINANCING ACTIVITIES
Acquisition of lease asset 892,723$
NONCASH INVESTING ACTIVITIES
Unrealized appreciation and timing differences in investment income 445,764$
ORANGE COUNTY POWER AUTHORITY
STATEMENT OF CASH FLOWS (continued)
Six Months Ended December 31, 2024
See accountants' compilation report. 5
1 ACCOUNTANTS’ COMPILATION REPORT
Board of Directors
Orange County Power Authority
Management is responsible for the operating fund budget comparison report of Orange County Power Authority (OCPA), a California Joint Powers Authority, for the six months ended December 31, 2024, and for determining that the budgetary basis of accounting is an acceptable financial reporting framework. We have performed a compilation engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. We did not audit or review the accompanying statement nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management.
Accordingly, we do not express an opinion, a conclusion, nor provide any assurance on this special purpose budgetary comparison statement.
The special purpose statement is prepared in accordance with the budgetary basis of accounting, which is a basis of accounting other than accounting principles generally accepted in the United States of America. This report is intended for the information of the Board of Directors of OCPA.
Management has elected to omit substantially all of the note disclosures required by accounting principles generally accepted in the United States of America in these interim financial statements.
OCPA’s annual audited financial statements include the note disclosures omitted from these interim statements. If the omitted disclosures were included in these financial statements, they might influence the user’s conclusions about the Authority’s financial position, results of operations, and cash flows.
Accordingly, these financial statements are not designed for those who are not informed about such matters.
We are not independent with respect to OCPA because we performed certain accounting services that impaired our independence.
Maher Accountancy
San Rafael, CA
February 4, 2025
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com Actual Budget
Budget
Variance
(Under) Over
Actual as a
Percent of
Budget Budget
Budget
Variance
OPERATING REVENUES
Electricity Sales, net 163,931,839$ 154,677,824$ 9,254,015$ 106.0% 303,349,000$ (139,417,161) $
OPERATING EXPENSES
Cost of Energy 125,168,852 112,042,592 13,126,260 111.7% 272,532,000 (147,363,148) Data Manager 900,115 976,406 (76,291) 92.2% 1,960,000 (1,059,885) Utilities Service Fees 247,467 213,400 34,067 116.0% 563,000 (315,533) Staffing Costs 1,978,477 2,957,844 (979,367) 66.9% 6,719,000 (4,740,523) Contract Services 766,829 891,650 (124,821) 86.0% 1,614,000 (847,171) Legal Services 266,982 355,500 (88,518) 75.1% 711,000 (444,018) Marketing and Customer Enrollment 892,539 1,152,593 (260,054) 77.4% 2,055,000 (1,162,461) Other G&A 608,167 647,166 (38,999) 94.0% 1,525,000 (916,833) Energy Programs 198,987 83,333 115,654 238.8% 1,000,000 (801,013) Total operating expenses 131,028,415 119,320,484 11,707,931 288,679,000 (157,650,585) Operating income (loss) 32,903,424 35,357,340 (2,453,916) 14,670,000 18,233,424
NONOPERATING REVENUES (EXPENSES)
Investment and miscellaneous income 2,442,889 1,200,000 1,242,889 203.6% 2,400,000 42,889 Interest expense (131,211) (35,956) (95,255) 364.9% (72,000) (59,211) Capital Outlay (484,798) (382,250) (102,548) 126.8% (382,000) (102,798) Nonoperating revenues (expenses), net 1,826,880 781,794 1,045,086 1,946,000 (119,120) CHANGE IN NET POSITION 34,730,304$ 36,139,134$ (1,408,830)$ 16,616,000$ 18,114,304$
ORANGE COUNTY POWER AUTHORITY
OPERATING FUND BUDGET COMPARISON REPORT
Six Months Ended December 31, 2024
Year-to-Date Annual
See accountants' compilation report. 2
Budget Item
Actual /
Budget % Comment
Electric Sales Revenue 106.0% Year-to-date energy sales are more than forecast by approx. $9.3M or 6%. Sales revenue includes revenues actually billed to customers as well as estimated customer usage during the reporting period that is not yet billed.
Cost of Energy 111.7% The variance is affected by increased energy purchases required to provide for greater than expected customer load. Also affecting the variance is the timing difference between projected and actual delivery of Renewable Energy Certificates (RECs) and fluctuating market prices.
Data Manager 92.2% These are Calpine fees charged on a per active account basis.
Service Fees - SCE 116.0% These are SCE fees charged on a per customer basis. The variance was primarily due to the higher number of service accounts charged in July 2024, which were based on June 2024 service accounts that included City of Huntington Beach accounts.
Personnel 66.9% Staffing expenses are under budget due to the timing delay of new hires.
Professional Services 86.0% This category includes accounting and audit, rates and financial & planning analysis, portfolio management, scheduling coordinator, HR including recruitment services, IT, and other consultants.
Legal Costs 75.1% This category includes outside legal costs for general counsel, energy procurement transactional support, labor, clerk support, regulatory, member agency withdrawal services.
Marketing and customer enrollment 77.4% This category includes advertising, strategic marketing & communications, digital marketing and website development and hosting, collateral marketing, translation, sponsorships & memberships, promotional items, required customer notifications printing and mailing.
Other General & Administrative 94.0% This category includes ordinary G&A including rent, CalCCA membership, general business insurance, small equipment and software, travel, business meals, professional development, office supplies, and one-off new office related expenses (e.g., open house, office setup, etc.).
Energy Programs 238.8% Energy program costs include incentives and rebates paid to customers, as well as consulting and G&A costs directly related to the implementation of program activities.
Interest expenses 364.9% This category includes interest on debt
ORANGE COUNTY POWER AUTHORITY
BUDGETARY COMPARISON REPORT
Six Months Ended December 31, 2024
Return of Investments YTD Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun INVESTMENTSUS Bank - Treasury-indexed products
Funds Invested - Average Balance 84,589,187$ 88,370,806$ 106,306,680$ 118,873,540$ 123,514,249$ 129,481,877$ Gains/Losses/Interest 2,442,889$ 344,619$ 359,070$ 401,306$ 437,894$ 425,070$ 474,930$ Average APY 4.89% 4.88% 4.53% 4.42% 4.13% 4.40%
OTHER INTEREST
Interest Earnings - checking and savings -$ -$ -$ -$ -$ -$ Gains/Losses/Interest - Other -$ -$ -$ -$ -$ -$
Total 2,442,889$
ORANGE COUNTY POWER AUTHORITY
Investment Summary
July 1, 2024 through June 30, 2025
CITY OF IRVINE
On January 2021, OCPA borrowed $2,500,000 from the City of Irvine for working capital costs associated with OCPA's pre-launch.On September 2021, OCPA borrowed $5,000,000 from the City of Irvine for cash collateral in the credit facility associated with OCPA'slaunch.The loan repayment date for the above is January 1, 2027. Interest is due on the loan in an amount based on the gross earnings for the respective quarter as reported in the City Treasurer's pooled investment portfolio report. Also included as a loan payable are formation related costs - $152,380 paid directly from the City to the vendors. OCPA will reimburse the City no later than January 1, 2027. Interest does not accrue on the formation costs advanced by the City. OCPA paid $124,538.70towards the outstanding principal on September 12, 2022.Principal Maturity Interest Rate Payments Outstanding Principal 152,380$ January 2027 0.00% 124,539$ 27,841$
7,500,000$ January 2027
Variable - City
Treasurer's report -$ 7,500,000$
US BANKCREDIT FACILITY
On September 2021, OCPA and US Bank (formerly MUFG Union Bank, N.A.) entered into a Revolving Credit Agreement for a $35 million credit facility, OCPA has outstanding borrowings of $0 as of December, 2024Credit Facility Letter of Credit Borrowing Unused Credit 35,000,000$ -$ -$ 35,000,000$
ORANGE COUNTY POWER AUTHORITY
SCHEDULE OF OUTSTANDING DEBT
As of December 31, 2024
Date Vendor Description Amount
10/01/2024 US Bank Credit Card *9295 Vimeo - Video Streaming Services 900.00 10/01/2024 US Bank Credit Card *9295 Costco - Office Supplies, PR-CEO-0013 1,993.37 10/01/2024 US Bank Credit Card *9295 Business Meal - All Staff Meeting 58.56 10/01/2024 US Bank Credit Card *9295 OC Parking Civic Center - Meeting with OC Supervisor Chaffee 3.00 10/01/2024 US Bank Interest and Service Charges Credit Facility Loan Commitment Fees 15,822.11 10/02/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 2,140.78 10/02/2024 Orange County Printing Company Envelopes {po:1038} 2,107.00 10/02/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 1,162.03 10/02/2024 SDI PRESENCE LLC August Services through August - {PO:1034} 3,529.50 10/02/2024 SDI PRESENCE LLC August Maintenance contract - {PO:1034} 4,862.00 10/03/2024 Select Multimedia Equipment rental for open house 2,522.95 10/03/2024 We Konnect, Inc. Brivo and Eagle Eye Cloud Services {po:1037} 243.00 10/04/2024 Calpine Energy Solutions August 2024 services {po:1003} 156,317.66 10/04/2024 Paychex Flexperks 25.70
10/06/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 61.63 10/07/2024 American Express AMEX - Cash back credit (80.48) 10/07/2024 American Express Airfare - OCPA Open House 643.61 10/07/2024 American Express Airfare - Credit Erroneous Charges (689.39) 10/07/2024 American Express Airfare - Credit Erroneous Charges (689.39) 10/07/2024 American Express Amazon - Office Supplies for Initial Move in to New Office 8.08 10/07/2024 American Express Greenbiz Group - Recruitment for Finance and Risk Manager 225.00 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - OPCA Open House 20.39 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - OPCA Open House 94.91 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Refund (102.00) 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Cancelled and Refunded 102.00 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting and Staff Acknowledgement 122.00 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting and Staff Acknowledgement 37.88 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting and Staff Acknowledgement 18.30 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting and Staff Acknowledgement 18.41 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting and Staff Acknowledgement 18.85 10/07/2024 American Express Business Meal with NewGen 65.13 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 15.49 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 3.77 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 18.83 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 25.27 10/07/2024 American Express Accommodation Expense - Board Meeting/Onsite Interview 625.47 10/07/2024 American Express Business Meal - Farewell Appreciation Lunch 60.36 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 15.46 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 16.33 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 83.77 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 27.55 10/07/2024 American Express Erroneous Charge - Requested Reimbursement 24.99 10/07/2024 American Express Airfare - Board Meeting/Onsite Interview 293.95 10/07/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Board Meeting/Onsite Interview 69.44 10/07/2024 American Express Business Meal - City of Fountain Valley Council Meeting 3.36 10/07/2024 American Express Business Meal - City of Fountain Valley Council Meeting 40.72 10/07/2024 American Express Orange County Business Council - Economic Forecast Conference 200.00 10/07/2024 American Express Refreshments for South Coast Chinese Cultural Association 41.03 10/07/2024 American Express Los Angeles Times - Climate California Live at Colburn School Event 16.52 10/07/2024 American Express Business Meal - All Hands Meeting 47.36 10/07/2024 American Express Kitchen and Pantry Items 96.07 10/07/2024 American Express Kitchen and Pantry Items 96.65 10/07/2024 American Express Solar Energy Trade Show - Board member 300.00 10/07/2024 American Express Business Meal - All Hands Meeting 70.57 10/07/2024 American Express Crystal Plus - Open House Award 186.55 10/07/2024 American Express Board Meeting Snacks 66.45
10/07/2024 American Express Amazon - Office Supplies 224.42 10/07/2024 American Express Amazon - Office Supplies 71.10 10/07/2024 American Express Amazon - Office Supplies - Credit (9.10) 10/07/2024 American Express Amazon - Office Supplies - Credit (9.09) 10/07/2024 American Express Amazon - Office Supplies - Credit (75.41) 10/07/2024 American Express Amazon - Office Supplies 268.07 10/07/2024 American Express Amazon - Office Supplies 50.76 10/07/2024 American Express Zoom - Monthly Subscription 338.90 10/07/2024 American Express Amazon - Office Supplies 122.39 10/07/2024 American Express DocuSign - Monthly Subscription 300.00 10/07/2024 American Express Amazon - Office Supplies 14.94 10/07/2024 American Express Apple - iPad and keyboard for paperless transition 1,240.97 10/07/2024 American Express Amazon - Office Supplies 18.99 10/07/2024 American Express Amazon - Office Supplies 17.72 10/07/2024 American Express Amazon - Office Supplies (59.79) 10/07/2024 American Express Amazon - Office Supplies (46.32) 10/07/2024 American Express Go to Com - Phone Forwarding Service for Call Center 360.21 10/07/2024 American Express Apple - iPads and keyboards for paperless transition 11,168.73 10/07/2024 American Express Amazon - Office Supplies 37.70 Orange County Power Authority
PAYMENTS ISSUED OCTOBER 1, 2024 THROUGH DECEMBER 31, 2024 Date Vendor Description Amount
Orange County Power Authority
PAYMENTS ISSUED OCTOBER 1, 2024 THROUGH DECEMBER 31, 2024 10/07/2024 American Express Amazon - Office Supplies 96.96 10/07/2024 American Express Amazon - Office Supplies 43.09 10/07/2024 American Express Amazon - Office Supplies 510.67 10/07/2024 American Express Amazon - Office Supplies 43.09 10/07/2024 American Express Amazon - Office Supplies 39.07 10/07/2024 American Express Amazon - Office Supplies 1,205.90 10/07/2024 American Express Amazon - Office Supplies 204.71 10/07/2024 American Express Wayfair - Office Furniture 910.42 10/07/2024 American Express Amazon - Office Supplies 10.76 10/07/2024 American Express Amazon - Office Supplies 124.42 10/07/2024 American Express Amazon - Office Supplies 9.69 10/07/2024 American Express Amazon - Prime Subscription 16.15 10/07/2024 American Express Business Meal - OCPA Open House 2,999.88 10/07/2024 American Express Amazon - Office Supplies 247.81 10/07/2024 American Express Amazon - Office Supplies 158.48 10/07/2024 American Express Amazon - Office Supplies 94.84 10/07/2024 American Express Target - Office Supplies for Initial Move to New Office 38.79 10/07/2024 American Express Target - Office Supplies for Initial Move to New Office (9.72) 10/07/2024 American Express Gavidia - Handyman Services 515.00 10/07/2024 American Express Google Services 12.00
10/07/2024 American Express Business Meal - RE+ Conference 5.50 10/07/2024 American Express Business Meal - RE+ Conference 46.61 10/07/2024 American Express Parking - Conference - RE+ Conference 70.00 10/07/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 9/13/24 - 9/19/24 9,302.17 10/07/2024 Cox Business Internet Services from September 16 2024 - October 15 2024 630.00 10/07/2024 Fullerton Bicycles E-Bike discount for Care or FERA OCPA customers for Bike Shop - Voucher #BP066, #FB076 & #BP006 4,500.00 10/07/2024 Irvine Bicycles E-Bike discount for Care or FERA OCPA customers for Bike Shop - voucher #I042 600.00 10/07/2024 Lakeview Business Center LLC August Metered Electric Use 433.60 10/07/2024 OC Goes Solar National Drive Electric Week Long Range Sponsorship 500.00 10/07/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 106.48 10/07/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 994.06 10/07/2024 Southern California Edison September Capacity 542,188.00 10/07/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 9/13/24 - 9/19/24 & 6/14/24 - 6/20/24 179,485.41 10/07/2024 US Bank Interest and Service Charges September 2024 custody charges 24.00 10/07/2024 Wregis Retired - RECs 100.00
10/08/2024 Awards by Paul Plaque for Green Pioneers OC Soccer Club 310.32 10/08/2024 Lincoln Financial Group 10/05/24 Retirement debit 457B 8,814.40 10/08/2024 Lincoln Financial Group 10/05/24 Retirement debit 401A 26,463.06 10/09/2024 AM Conservation Group Inc Market place customer correspondence and phone call minutes 145.71 10/11/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 9/20/24-9/26/24 9,942.75 10/11/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 3.55 10/14/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 62.00 10/15/2024 Daroo Korean Performing Arts and Culture Local Business Sponsorship 4,000.00 10/15/2024 GM Business Interiors Office Furniture including Installation Services 19,506.67 10/15/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 9/20/24 - 9/26/24, 6/21/24 - 6/26/24, 10/1/23-10/31/23 & 12/1/22-12/31/22 1,324,328.75 10/15/2024 US Bank Interest and Service Charges Bank Service Charge 3,205.15 10/16/2024 Best Best & Krieger September 2024 - County Withdrawal {po: 1002} 1,119.50 10/16/2024 Best Best & Krieger September 2024 - Financial/Power Procurement{po: 1002} 4,938.50 10/16/2024 Best Best & Krieger September 2024 - Public Records Requests {po: 1002} 2,979.00 10/16/2024 Best Best & Krieger September 2024 - General Counsel{po: 1002} 12,923.89 10/16/2024 Best Best & Krieger September 2024 - Regulatory - CPUC{po: 1002} 18,487.00 10/16/2024 Best Best & Krieger September 2024 - Huntington Beach Withdrawal {po: 1002} 124.50 10/16/2024 CITY OF BUENA PARK - UUT September Utility User Tax 140,496.60 10/16/2024 CITY OF HUNTINGON BEACH - UUT September Utility User Tax 12,087.88 10/16/2024 CITY OF IRVINE - UUT September Utility User Tax 181,542.55 10/16/2024 Fullerton Parks & Recreation Friday Night Live Series Sponsorship 2,000.00 10/16/2024 GM Business Interiors Office Furniture including Installation Services 186,842.21 10/16/2024 Just One Call Cleaning Services LLC September cleaning services 700.00 10/16/2024 NewGen Strategies & Solutions, LLC September 2024 - Financial & Economic Consulting services {po: 1028} 11,124.32 10/16/2024 Pacific Energy Advisors Inc. September 2024 - Monthly Services {po: 1008} 39,930.03 10/16/2024 Reveille Inc. October 2024 OCPA FY Marketing and PR Budget--- {po: 1025} 102,125.01 10/16/2024 SDRMA November employee benefit charges 21,880.22 10/16/2024 Southern California Edison Collateral Posting 2,200,000.00 10/16/2024 Southern California Edison (Non-Energy) July Service Fee 46,625.84 10/16/2024 Southern California Edison (Non-Energy) August Service Fee 39,252.98 10/16/2024 The Assn of Women in Water, Energy, Environ Membership - Nonprofit/Govt/Not Affiliated 593.00 10/17/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 220.47 10/17/2024 Southern California Edison Collateral Posting 20,000.00 10/18/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 59.76 10/18/2024 Paychex Flexperks 25.69
10/18/2024 US Bank Credit Card *7799 FedEx Shipping 9.75 10/18/2024 US Bank Credit Card *7799 Target - Office supplies for Initial Move in to New Office 34.15 10/18/2024 US Bank Credit Card *7799 Costco - Office Supplies 125.51 10/18/2024 US Bank Credit Card *7799 Costco - Office Supplies 10.63 10/18/2024 US Bank Credit Card *7799 Office Depot - Office Supplies 27.14 Date Vendor Description Amount
Orange County Power Authority
PAYMENTS ISSUED OCTOBER 1, 2024 THROUGH DECEMBER 31, 2024 10/18/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - CalCCA Board Meeting 25.62 10/18/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - CalCCA Board Meeting 64.32 10/18/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - CalCCA Board Meeting 69.49 10/18/2024 US Bank Credit Card *7799 Accommodation Expense - Annual CalCCA Board Retreat 981.76 10/21/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 9/01/24-9/30/24 & 10/03/24 10,108.59 10/21/2024 Clean Power Alliance September RECs purchases 3,400,000.00 10/21/2024 High Desert Power Project LLC September Capacity 625,000.00 10/21/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 108.98 10/21/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 14.59 10/21/2024 Marsh Landing, LLC September Capacity Purchases 671,825.00 10/21/2024 Powerex September Rec's 8,102.40
10/21/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 9/27/24 - 10/03/24, 6/27/24 - 7/04/24, 9/1/22-9/30/22 469,768.80 10/22/2024 Golden Communications Inc Monthly Managed Web Services, and Additional Labor - September 2024 {po: 1032} 199.00 10/22/2024 Lincoln Financial Group 10/20/24 Retirement debit 457B 7,787.02 10/22/2024 Lincoln Financial Group 10/20/24 Retirement debit 457A 24,751.10 10/23/2024 California Community Choice Association CALCCA October - December 2024 membership dues 109,113.00 10/23/2024 Calpine Energy Services L.P. September Capacity 309,750.00 10/23/2024 Constellation Energy Generation, LLC August Energy Purchases 7,817,100.70 10/23/2024 Friedman, Gabriele October Expense Reimbursement 104.74 10/23/2024 Fullerton Bicycles E-Bike discount for Care or FERA OCPA customers for Bike Shop - Voucher #BP069, #FB051, #FB056, #FB071 & #FB079 7,500.00 10/23/2024 Girl Scouts of Orange County OC Bright Futures Grant 14,000.00 10/23/2024 Maher Accountancy July 2024 - September 2024 - Pass through bill.com fees {PO:1031} 538.37 10/23/2024 Maher Accountancy October 2024 - Treasurer and Accounting Services {PO:1031} 21,000.00 10/23/2024 Morgan Stanley Capital Group June 2024 Rec's 175,898.00 10/23/2024 NRG BUSINESS MARKETING LLC September energy purchases 2,057,397.00 10/23/2024 Orange County Public Affairs Association Election Day Lunch 500.00 10/23/2024 Powerex October Rec's 79,166.67
10/23/2024 SDI PRESENCE LLC Services through September 30, 2024 - {PO:1034} 4,862.00 10/23/2024 Shell Energy North America August capacity purchases 504,500.00 10/23/2024 Shell Energy North America August energy purchases 4,736,340.93 10/23/2024 Southern California Edison Collateral Posting 540,000.00 10/23/2024 Sunrise Power Company LLC September capacity purchase 1,906,250.00 10/23/2024 The Irvine Co/Lakeview III November 2024 operating expenses 6,502.00 10/24/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 100.00 10/25/2024 Clean Peaks Energy Services, LLC Consultant services - August 2024 - {po:1027} 12,267.50 10/25/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 23.49 10/28/2024 Amerex Brokers LLC Counter Party Mercuria Energy America LLC 237,500.00 10/28/2024 Bentham Paulos Setup fee for Incentive Finder web tool; quarterly licensing and maintenance fees. 6,500.00 10/28/2024 BRAUN BLAISING & WYNNE, P.C. August- Fractional share of the Joint CCA BioMAT Invoice 980.00 10/28/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 10/04/24-10/10/24 5,452.83 10/28/2024 Halligan Steven Mileage Reimbursement 95.54
10/28/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 132.69 10/28/2024 Joe Mosca September Expense Reimbursement 532.00 10/28/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 10/04/24 - 10/10/24 & 7/05/24-7/11/24 712,502.52 10/28/2024 Ting Louis Parking and Mileage Reimbursement 98.66 10/28/2024 US Bank - SCE FCR Escrow SCE FSR Escrow Account 147,000.00 10/28/2024 We Mail For You Inc. Solar keychain lights 1,294.90 10/29/2024 Amperon Subscription fee for Meter Demand {PO: 1036} 7,500.00 10/29/2024 ARTHUR J. GALLAGHER & CO. INSURANCE, INC AI City of Irvine Insurance from 6/3/24 - 6/3/25 51.59 10/29/2024 Henderson, Jacquie Mileage Reimbursement 110.55 10/29/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 20.00 10/29/2024 Western AV Equipment and Installation of Audio Visual components - {PO:1042} 51,433.84 10/30/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 22.21 10/30/2024 US Bank Credit Card *9295 Lodging Expense - LEAN Conference 395.39 10/30/2024 US Bank Credit Card *9295 Lodging Expense - LEAN Conference 907.89 10/30/2024 US Bank Credit Card *9295 Parking - LEAN Conference 152.00 10/30/2024 US Bank Credit Card *9295 US Bank - Statement Credit Redemption (900.00) 10/30/2024 US Bank Credit Card *9295 Parking - RE+ Conference 25.00 10/30/2024 US Bank Credit Card *9295 Business Meal - Executive Team Lunch 104.75 10/30/2024 US Bank Credit Card *9295 Business Meal with Vice Chair 58.08 10/31/2024 CAISO (Fees and dues) Collateral Posting 600,000.00 10/31/2024 California Department of Tax and Fee Administration July - September 2024 Electric Energy Surcharge 201,558.00 10/31/2024 Calpine Energy Solutions September 2024 services {po:1003} 155,953.01 10/31/2024 Energy Development & Construction Corporation August 2024 RECs purchases 34,830.00 11/01/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 15.07 10/30/2024 US Bank Credit Card *9295 Parking - RE+ Conference - Duplicate Charge to Be Refunded 25.00 10/30/2024 US Bank Credit Card *9295 Business Meal - Executive Team - Duplicate Charge to be Refunded 104.75 10/30/2024 US Bank Credit Card *9295 Business Meal with Vice Chair - Duplicate Charge to be Refunded 58.08 11/04/2024 960 CoolOC OC Bright Futures Grant 5,000.00
11/04/2024 Fullerton Bicycles E-Bike discount for Care or FERA OCPA customers for Bike Shop - Voucher #BP092 & #FB081 1,200.00 11/04/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 240.01 11/04/2024 Key Code Media, Inc. TVs for Office 10,961.86 11/04/2024 Orange County Printing Company Postcards and Flyers {po:1038} 515.08 11/04/2024 Pisenti & Brinker LLP First Progress bill for audit ended June 30, 2024 {po: 1018} 14,300.00 11/04/2024 Sonoma Clean Power Authority Joint CCAs Compensation and Benefits Surveys - Mercer 43,500.00 Date Vendor Description Amount
Orange County Power Authority
PAYMENTS ISSUED OCTOBER 1, 2024 THROUGH DECEMBER 31, 2024 11/04/2024 Southern California Edison (Non-Energy) September service fees 36,356.81 11/04/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 10/11/24 - 10/17/24 & 7/12/24-7/18/24 340,651.41 11/05/2024 AM Conservation Group Inc Market place customer correspondence and phone call minutes 40,015.80 11/05/2024 Paychex Flexperks 25.70
11/05/2024 The Energy Coalition OCPA Customer Programs through September 30, 2024 - {PO:1041} 5,633.24 11/05/2024 We Konnect, Inc. Brivo and Eagle Eye Cloud Services {po:1037} 243.00 11/06/2024 American Express AMEX - Cash back credit (109.06) 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Open House/All Staff Meeting 22.93 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Open House/All Staff Meeting 24.78 11/06/2024 American Express Accommodation Expense - Open House/All Staff Meeting 799.92 11/06/2024 American Express Checkr, Inc - Employee background check 76.99 11/06/2024 American Express Linked in - Recruitment Advertising - Finance & Risk Manager 500.00 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Open House/All Staff Meeting 74.30 11/06/2024 American Express Amazon - Staff Anniversary Gift 43.09 11/06/2024 American Express Greenbiz Group - Recruitment Advertising - Policy Advisor 145.00 11/06/2024 American Express Accommodation Expense - Credit (4.43) 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 3.80 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 17.10 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 15.21 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 3.00 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 28.35 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 3.96 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 17.83 11/06/2024 American Express Accommodation Expense - Council Meeting/Open House 515.23 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 4.37 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 19.66 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Council Meeting/Open House 23.70 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Onsite New Employee Training 26.31 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Onsite New Employee Training 3.00 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Onsite New Employee Training 18.49 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Onsite New Employee Training 2.50 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Onsite New Employee Training 18.26 11/06/2024 American Express Accommodation Expense - Onsite New Employee Training 591.05 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Onsite New Employee Training 19.16 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Onsite New Employee Training 21.99 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Onsite New Employee Training 86.07 11/06/2024 American Express Accommodation Expense - Onsite New Employee Training 484.27 11/06/2024 American Express Accommodation Expense - Onsite New Employee Training 484.27 11/06/2024 American Express Parking - Onsite New Employee Training 75.00 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Final Interviews/Prepay Presentation 106.00 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Final Interviews/Prepay Presentation 37.83 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Final Interviews/Prepay Presentation 78.01 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Final Interviews/Prepay Presentation 16.91 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Final Interviews/Prepay Presentation 19.46 11/06/2024 American Express Accommodation Expense - Final Interviews/Prepay Presentation 464.14 11/06/2024 American Express Transportation Expense - Shared Ride or Mass Transit - Final Interviews/Prepay Presentation 22.46 11/06/2024 American Express Accommodation Expense - Final Interviews/Prepay Presentation 158.68 11/06/2024 American Express Airfare - Refund for Canceled Flight (223.48) 11/06/2024 American Express Airfare - CalCCA Board meeting 93.00 11/06/2024 American Express Amazon - Office Supplies 22.59 11/06/2024 American Express Amazon - Office Supplies 65.22 11/06/2024 American Express Sam's Club - Kitchen and Pantry Items 164.82 11/06/2024 American Express Business Meals - All Staff Meeting 79.45 11/06/2024 American Express Business Meals - All Staff Meeting 56.20 11/06/2024 American Express Gavidia - Handyman Services 1,703.92 11/06/2024 American Express Wayfair - Office Furniture 143.15 11/06/2024 American Express OCPA Open House Refreshments 31.72 11/06/2024 American Express Amazon - Office Supplies 21.54 11/06/2024 American Express Zoom - Monthly subscription 338.90 11/06/2024 American Express Adobe - Software License 91.06 11/06/2024 American Express Amazon - Office Supplies Credit (61.41) 11/06/2024 American Express Amazon - Office Supplies Credit (61.41) 11/06/2024 American Express Wayfair - Office Furniture Credit (69.70) 11/06/2024 American Express Amazon - Office Supplies Credit (61.41) 11/06/2024 American Express Go to Com - Phone Forwarding Service for Call Center 370.28 11/06/2024 American Express Amazon - Office Supplies 126.28 11/06/2024 American Express Amazon - Office Supplies 27.98 11/06/2024 American Express Amazon - Office Supplies 17.22 11/06/2024 American Express Amazon - Office Supplies 13.57 11/06/2024 American Express Amazon - Office Supplies 16.15 11/06/2024 American Express AMEX - Annual Fee for Cashback Program 90.00 11/06/2024 American Express AMEX Payment - To be Refunded 7,752.68 11/06/2024 Cox Business Internet Services from October 16 2024 - November 15 2024 630.00 11/06/2024 The Energy Authority Inc. (Service Fees) September Resource Management Monthly Fees {PO:1011} 15,131.70 11/07/2024 Fullerton Historic Theatre Foundation Fullerton's Day of Music - "Chapman" sponsorship 2,500.00 Date Vendor Description Amount
Orange County Power Authority
PAYMENTS ISSUED OCTOBER 1, 2024 THROUGH DECEMBER 31, 2024 11/07/2024 Fullerton Junior All American Fullerton Bears Junior All American Football - Sponsorship 4,000.00 11/07/2024 Lincoln Financial Group 11/05/24 Retirement debit 401A 25,292.60 11/07/2024 Lincoln Financial Group 11/05/24 Retirement debit 457B 7,824.18 11/07/2024 US Bank Interest and Service Charges October 2024 Custody Charges 22.00 11/07/2024 Western AV Equipment and Installation of Audio Visual components - {PO:1042} 28,244.70 11/08/2024 Irvine Bicycles E-Bike discount for Care or FERA OCPA customers for Bike Shop - voucher #I038, #I055, #I016, #I065, #I075, #I090, #I045 a 10,200.00 11/08/2024 Lakeview Business Center LLC Building Operating Fees 4,012.02 11/08/2024 Orange County Printing Company County Map {po:1038} 440.70 11/08/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 947.99 11/08/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 735.37 11/08/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 617.30 11/08/2024 Orange County Printing Company Giant Check {po:1038} 358.81 11/08/2024 Orange County Printing Company Open House Posters {po:1038} 797.35 11/08/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 10/18/24 - 10/24/24, 7/19/24-7/25/24, 11/1/23-11/30/23 & 1/1/23 -1/31/23 429,136.75 11/12/2024 Best Best & Krieger October 2024 - Huntington Beach Withdrawal {po: 1002} 41.50 11/12/2024 Best Best & Krieger October 2024 - Public Records Requests{po: 1002} 8,584.50 11/12/2024 Best Best & Krieger October 2024 - County Withdrawal{po: 1002} 166.00 11/12/2024 Best Best & Krieger October 2024 - Regulatory - CPUC {po: 1002} 27,035.50 11/12/2024 Best Best & Krieger October 2024 - General Counsel{po: 1002} 10,029.95 11/12/2024 Best Best & Krieger October 2024 - Financial/Power Procurement{po: 1002} 9,159.50 11/12/2024 Ektaa Center Ektaa Diwali Fest 2024 - Silver Sponsor 2,500.00 11/13/2024 Buena Park Noon Lions Club Inc. Silverado days - Commercial Booth 1,000.00 11/13/2024 CITY OF BUENA PARK - UUT October Utility User Tax 158,511.86 11/13/2024 CITY OF HUNTINGON BEACH - UUT October Utility User Tax 12,781.44 11/13/2024 CITY OF IRVINE - UUT October Utility User Tax 227,478.16 11/13/2024 Dell Marketing L.P. Dell Mobile Precision Workstation 2,956.34 11/13/2024 Fountain Valley Chamber of Commerce 2024 Fountain Valley Mayor's Ball - Sponsorship 1,500.00 11/13/2024 Just One Call Cleaning Services LLC October Cleaning Services 1,300.00 11/13/2024 NewGen Strategies & Solutions, LLC October 2024 - Financial & Economic Consulting services {po: 1028} 16,855.97 11/13/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 644.13 11/13/2024 United States Postal Services (Trust/EPS Account) Postage added to USPS Account 40,000.00 11/14/2024 SDRMA December Employee Benefit Charges 23,874.94 11/15/2024 Lincoln Financial Group Retirement fees - 401(a) plan Q3 2024 3,285.00 11/15/2024 Lincoln Financial Group Retirement fees - 457(b) plan Q3 2024 1,303.44 11/15/2024 US Bank Interest and Service Charges Bank Service Charges 6,616.18 11/18/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 7/1/24-7/31/24, 8/1/24-8/1/24 and 10/1/24-10/31/24 30,371.83 11/18/2024 City of Buena Park - Community Services 2024 State of the City Sponsorship 1,000.00 11/18/2024 METHOD TECHNOLOGIES (INC) Mimecast Cyber Security and Resiliency with Archiving {po: 1022} 133.00 11/18/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 10/25/24 - 10/31/24, 7/26/24-8/01/24 & 10/1/22-10/31/22 243,450.24 11/18/2024 United States Postal Services (Trust/EPS Account) Postage added to USPS Account 56,000.00 11/19/2024 US Bank Credit Card *7799 Business Meal - New Staff Welcome Lunch 163.28 11/19/2024 US Bank Credit Card *7799 Travel Meal - LEAN Conference 23.10 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - LEAN Conference 31.34 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - LEAN Conference 17.84 11/19/2024 US Bank Credit Card *7799 Travel Meal - LEAN Conference 18.24 11/19/2024 US Bank Credit Card *7799 Airfare - CalCCA Regulatory Directors Meeting 326.20 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - Onsite Interview 13.06 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - Onsite Interview 19.80 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - Onsite Interview 27.89 11/19/2024 US Bank Credit Card *7799 Airfare - Onsite Interview 303.95 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - Onsite Interview 104.05 11/19/2024 US Bank Credit Card *7799 Amazon - Office Supplies 169.07 11/19/2024 US Bank Credit Card *7799 Amazon - Office Supplies 16.15 11/19/2024 US Bank Credit Card *7799 Google Services 12.00 11/19/2024 US Bank Credit Card *7799 Zoom - Monthly subscription 346.90 11/19/2024 US Bank Credit Card *7799 Checkr, Inc - Employee Background Check 70.94 11/19/2024 US Bank Credit Card *7799 USPS Board Clerk Mailings to Sacramento 9.68 11/19/2024 US Bank Credit Card *7799 Costco - Office Supplies 38.77 11/19/2024 US Bank Credit Card *7799 Target - Kitchen and Pantry Items 7.93 11/19/2024 US Bank Credit Card *7799 Business Meal - All Staff Meeting 70.45 11/19/2024 US Bank Credit Card *7799 Sams Club - Kitchen and Pantry Items 54.96 11/19/2024 US Bank Credit Card *7799 Climate Action Campaign - NEXUS Conference 63.92 11/19/2024 US Bank Credit Card *7799 Food - OC Soccer Match Sponsorship 339.39 11/19/2024 US Bank Credit Card *7799 Annual AWWEE Conference 750.00 11/19/2024 US Bank Credit Card *7799 City of FV Senior Center - Space rental to host Fountain Valley Townhall 80.00 11/19/2024 US Bank Credit Card *7799 GB Latino Heather - Latino Health Access Annual Gala 515.24 11/19/2024 US Bank Credit Card *7799 Accommodation Expense - NEXUS Conference 301.08 11/19/2024 US Bank Credit Card *7799 Etsy Office Supply 13.00 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - LEAN Conference 36.70 11/19/2024 US Bank Credit Card *7799 Business Meal - LEAN Conference 15.95 11/19/2024 US Bank Credit Card *7799 Parking - LEAN Conference 114.00 11/19/2024 US Bank Credit Card *7799 Lodging Expense - LEAN Conference 610.21 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - LEAN Conference 52.86 11/19/2024 US Bank Credit Card *7799 Transportation Expense - Shared Ride or Mass Transit - LEAN Conference 53.36 11/19/2024 US Bank Credit Card *7799 Airport Parking - LEAN Conference 38.00 Date Vendor Description Amount
Orange County Power Authority
PAYMENTS ISSUED OCTOBER 1, 2024 THROUGH DECEMBER 31, 2024 11/19/2024 US Bank Credit Card *7799 Business Meal with Chair 52.24 11/20/2024 High Desert Power Project LLC October Capacity 625,000.00 11/20/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 15.20 11/20/2024 Marsh Landing, LLC October Capacity Purchases 689,587.50 11/20/2024 Paychex Flexperks 25.69
11/20/2024 Powerex November Rec's 79,166.67
11/20/2024 Powerex October Rec's 10,798.98
11/20/2024 Southern California Edison December 2023 VA Sales 1,775,549.70 11/21/2024 Golden Communications Inc Monthly Managed Web Services, and Additional Labor - October 2024 {po: 1032} 199.00 11/22/2024 Lincoln Financial Group 11/22/24 Retirement debit 457B 7,341.77 11/22/2024 Lincoln Financial Group 11/22/24 Retirement debit 401A 23,707.12 11/25/2024 Buena Park School District OCPA Bright Futures Grant 14,000.00 11/25/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 8/2/24-8/8/24 and 11/1/24-11/07/24 11,490.42 11/25/2024 Calpine Energy Services L.P. October Capacity 309,750.00 11/25/2024 Constellation Energy Generation, LLC September energy purchases 6,626,460.50 11/25/2024 Dragon Kim Foundation Bright Futures Grant 6,000.00 11/25/2024 Energy Development & Construction Corporation September 2024 RECs purchases 35,676.00 11/25/2024 Fullerton Bicycles E-Bike discount for Care or FERA OCPA customers for Bike Shop - Voucher #BP023, #FB050, #FB073 & #FB015 5,100.00 11/25/2024 Grammarly, Inc. Grammarly for business - annual subscription 99.19 11/25/2024 Integrated Impressions Bread Slice Hand Fan Full Color 646.57 11/25/2024 Irvine Bicycles E-Bike discount for Care or FERA OCPA customers for Bike Shop - voucher #I086 600.00 11/25/2024 Maher Accountancy November 2024 - Treasurer and Accounting Services {PO:1031} 21,000.00 11/25/2024 Morales Sandoval, Nataly Mileage reimbursement 102.51 11/25/2024 NewGen Strategies & Solutions, LLC July 2024 - Fixed charge Analysis {po: 1028} 9,500.00 11/25/2024 North Orange County Chamber She Conference - Gift bag sponsorship and full page ad 1,000.00 11/25/2024 NRG BUSINESS MARKETING LLC October energy purchases 1,043,542.98 11/25/2024 OCIACC Mehregan Fall Festival Community Sponsorship 1,750.00 11/25/2024 Orange County Printing Company Power Content Label Mailer {po:1038} 30,321.05 11/25/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 594.33 11/25/2024 Reveille Inc. November 2024 OCPA FY Marketing and PR Budget--- {po: 1025} 69,345.69 11/25/2024 SDI PRESENCE LLC Services through October 31, 2024 - {PO:1034} 4,862.00 11/25/2024 Shell Energy North America September energy purchases 4,598,865.00 11/25/2024 Shell Energy North America September capacity purchases 504,500.00 11/25/2024 Sunrise Power Company LLC October capacity purchase 1,906,250.00 11/25/2024 Sustain Southern California Sustain SoCal Annual Membership - Government 1,500.00 11/25/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 11/01/24 - 11/07/24, 8/02/24-8/08/24 104,143.75 11/25/2024 The Energy Authority Inc. (Service Fees) October Resource Management Monthly Fees {PO:1011} 15,131.70 11/25/2024 The Irvine Co/Lakeview III December 2024 operating expenses 6,502.00 11/25/2024 US Bank - SCE FCR Escrow Escrow agreement fees for SCE FSR 2,500.00 11/26/2024 Southern California Edison Collateral Posting 950,000.00 11/27/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 387.00 11/29/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 100.00 11/29/2024 Western AV Equipment and Installation of Audio Visual components - {PO:1042} 16,386.30 12/01/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 23.70 12/04/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 8/9/24-8/15/24 and 11/8/24-11/14/24 4,728.78 12/04/2024 Pacific Energy Advisors Inc. October 2024 - Monthly Services {po: 1008} 51,021.85 12/04/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 11/08/24 - 11/14/24, 8/09/24-8/15/24 178,734.50 12/05/2024 Paychex Flexperks 25.70
12/05/2024 US Bank Interest and Service Charges Line of Credit - Southern California Edison 398.13 12/06/2024 American Express Accommodation Expense - Onsite New Employee Training 689.39 12/06/2024 Cox Business Internet Services from November 16 2024 - December 15 2024 630.00 12/06/2024 Southern California Edison October 2024 capacity 4,369,046.50 12/06/2024 US Bank Interest and Service Charges November 2024 custody charges 32.00 12/07/2024 We Konnect, Inc. Brivo and Eagle Eye Cloud Services {po:1037} 243.00 12/09/2024 Best Best & Krieger November 2024 - Huntington Beach Withdrawal {po: 1002} 41.50 12/09/2024 Best Best & Krieger November 2024 - General Counsel {po: 1002} 17,270.10 12/09/2024 Best Best & Krieger November 2024 - Financial/Power Procurement {po: 1002} 12,803.50 12/09/2024 Best Best & Krieger November 2024 - Regulatory - CPUC {po: 1002} 23,238.78 12/09/2024 Best Best & Krieger November 2024 - County Withdrawal - CPUC {po: 1002} 705.50 12/09/2024 Best Best & Krieger November 2024 - Public Records Requests {po: 1002} 3,355.50 12/09/2024 CPS HR Consulting 23-01 Orange County Power Authority-Power Resources Director - {po:1023} 9,000.00 12/09/2024 Lincoln Financial Group 12/09/24 Retirement debit 401A 23,632.28 12/09/2024 Lincoln Financial Group 12/09/24 Retirement debit 457B 10,409.63 12/09/2024 PG&E (Energy) Collateral Deposit 4,138,052.50 12/09/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 11/15/24 - 11/19/24, 8/16/24-8/21/24, 12/1/23-12/31/23 and 2/1/23-2/28/23 365,757.12 12/10/2024 Calpine Energy Solutions October 2024 services {po:1003} 155,125.96 12/10/2024 Friedman, Gabriele November Expense Report 147.18 12/10/2024 Just One Call Cleaning Services LLC November Cleaning Services 1,300.00 12/10/2024 NewGen Strategies & Solutions, LLC November 2024 - Financial & Economic Consulting services {po: 1028} 17,700.00 12/10/2024 Pisenti & Brinker LLP Second and final bill for audit ended June 30, 2024 {po: 1018} 15,100.00 12/10/2024 Southern California Edison November 2024 capacity 934,856.00 12/10/2024 Southern California Edison (Non-Energy) October Service Fees 36,463.35 12/11/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 1,702.92 12/13/2024 US Bank Interest and Service Charges Bank service charge 3,481.26 12/16/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 11/20/24 - 11/26/24 7,433.42 Date Vendor Description Amount
Orange County Power Authority
PAYMENTS ISSUED OCTOBER 1, 2024 THROUGH DECEMBER 31, 2024 12/16/2024 CITY OF BUENA PARK - UUT November Utility User Tax 85,599.09 12/16/2024 CITY OF HUNTINGON BEACH - UUT November Utility User Tax 14,191.15 12/16/2024 CITY OF IRVINE - UUT November Utility User Tax 137,461.94 12/16/2024 High Desert Power Project LLC November Capacity 625,000.00 12/16/2024 Lakeview Business Center LLC Various Expenses 2,381.75 12/16/2024 Maher Accountancy Audit Assistance for the reporting period ended June 30, 2024{PO:1031} 16,000.00 12/16/2024 Maher Accountancy October 2024 - November 2024 - Pass through bill.com fees{PO:1031} 412.93 12/16/2024 Maher Accountancy December 2024 - Treasurer and Accounting Services {PO:1031} 21,000.00 12/16/2024 Nina Sharifi Improv Improv Workshop - Team Building 250.00 12/16/2024 Orange County Printing Company 100% Renewable Letter Mailing {po:1038} 708.14 12/16/2024 Reveille Inc. November 2024 OCPA FY Marketing and PR Budget--- {po: 1025} 58,260.77 12/17/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 17.01 12/17/2024 US Bank Credit Card *7799 TravelBank Inc. 1,920.00 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 83.16 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 16.97 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 18.34 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 19.84 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 22.80 12/17/2024 US Bank Credit Card *7799 Accommodation Expense - Teambuilding/Onsite New Staff Training 477.36 12/17/2024 US Bank Credit Card *7799 Erroneous Charge - To be refunded 876.05 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 19.01 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 20.93 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 17.98 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 61.92 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding/Onsite New Staff Training 25.02 12/17/2024 US Bank Credit Card *7799 Airfare - Teambuilding/Onsite New Staff Training 308.95 12/17/2024 US Bank Credit Card *7799 Accommodation Expense - Teambuilding/Onsite New Staff Training 229.12 12/17/2024 US Bank Credit Card *7799 Employee Recognition Award 29.85 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 19.08 12/17/2024 US Bank Credit Card *7799 Go to Com - Phone Forwarding Service for Call Center 305.44 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 31.24 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 624.94 12/17/2024 US Bank Credit Card *7799 Adobe - Software License 72.87 12/17/2024 US Bank Credit Card *7799 Adobe - Software License 72.87 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 52.78 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 41.21 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 19.38 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 23.69 12/17/2024 US Bank Credit Card *7799 Business Meeting - Teambuilding 500.00 12/17/2024 US Bank Credit Card *7799 Target - Office Supplies 3.99 12/17/2024 US Bank Credit Card *7799 Vista Print - Office Supplies 109.88 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 74.64 12/17/2024 US Bank Credit Card *7799 Accommodation Expense - Teambuilding 622.20 12/17/2024 US Bank Credit Card *7799 Perimeter - Software License 117.20 12/17/2024 US Bank Credit Card *7799 Perimeter - Software License 58.60 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding 110.91 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding 25.24 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding 15.97 12/17/2024 US Bank Credit Card *7799 Improv Workshop - Team Building 500.00 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding 17.90 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding 23.97 12/17/2024 US Bank Credit Card *7799 Transportation Expense-Share Ride or Mass Transit-Teambuilding 64.37 12/17/2024 US Bank Credit Card *7799 Business meals - Teambuilding 154.71 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 82.04 12/17/2024 US Bank Credit Card *7799 Business meals - Teambuilding 217.42 12/17/2024 US Bank Credit Card *7799 Staff Birthday Celebration (2 staff members) 58.00 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 16.15 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies (31.24) 12/17/2024 US Bank Credit Card *7799 Staff Anniversary Gift 25.64 12/17/2024 US Bank Credit Card *7799 Staff Anniversary Gift 30.21 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 17.23 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 38.18 12/17/2024 US Bank Credit Card *7799 Staff Anniversary Gift 32.31 12/17/2024 US Bank Credit Card *7799 Staff Anniversary Gift 51.71 12/17/2024 US Bank Credit Card *7799 Target - Office Supplies 23.05 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 8.51 12/17/2024 US Bank Credit Card *7799 Google Services 12.00 12/17/2024 US Bank Credit Card *7799 Business Meal - All Staff Meeting 126.74 12/17/2024 US Bank Credit Card *7799 Kitchen and Pantry Items 4.79 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies (17.23) 12/17/2024 US Bank Credit Card *7799 Zoom - Monthly subscription 346.90 12/17/2024 US Bank Credit Card *7799 Amazon - Office Supplies 27.75 12/17/2024 US Bank Credit Card *7799 Checkr, Inc - Employee background check 86.94 12/17/2024 US Bank Credit Card *7799 Costco - Office Supplies 175.48 12/17/2024 US Bank Credit Card *7799 Target - Office Supplies 20.25 Date Vendor Description Amount
Orange County Power Authority
PAYMENTS ISSUED OCTOBER 1, 2024 THROUGH DECEMBER 31, 2024 12/17/2024 US Bank Credit Card *7799 Business Meal - Board Meeting 348.17 12/17/2024 US Bank Credit Card *7799 Sam's Club Office Supplies - Error Charge of $73.68, to be refunded. 127.40 12/17/2024 US Bank Credit Card *7799 4 All Promo - CEO Swag/Giveaways 263.99 12/17/2024 US Bank Credit Card *7799 Business Meal - OPCA Hosts Environmental Roundtable 364.98 12/17/2024 US Bank Credit Card *7799 Business Meal - Welcome New Staff Member 31.91 12/17/2024 US Bank Credit Card *7799 General and Administrative Expense 977.99 12/17/2024 US Bank Credit Card *7799 Business Meal - Meeting with Chair 29.44 12/17/2024 US Bank Credit Card *7799 Business Meal - Meeting with Vice Chair 81.96 12/18/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 20.00 12/19/2024 Golden Communications Inc Monthly Managed Web Services, and Additional Labor - November 2024 {po: 1032} 199.00 12/19/2024 Pacific Energy Advisors Inc. November 2024 - Monthly Services {po: 1008} 42,505.70 12/20/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 30.69 12/20/2024 Marsh Landing, LLC November Capacity Purchases 694,137.50 12/20/2024 Paychex Flexperks 25.68
12/20/2024 Powerex November Rec's 493.74
12/20/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 11/20/24 - 11/26/24 & 8/22/24 - 8/28/24 405,975.80 12/23/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 11/01/24 - 11/30/24 & 12/01/24 - 12/05/24 16,681.96 12/23/2024 Constellation Energy Generation, LLC October Energy Purchases 4,809,468.29 12/23/2024 Lincoln Financial Group 12/23/24 Retirement debit 401A 24,593.56 12/23/2024 Lincoln Financial Group 12/23/24 Retirement debit 457B 4,311.56 12/23/2024 NRG BUSINESS MARKETING LLC November Energy Purchases 592,912.30 12/23/2024 SDRMA January Employee Benefit Charges 25,135.25 12/23/2024 Shell Energy North America October Energy Purchases 4,087,727.19 12/23/2024 Shell Energy North America October Capacity Purchases 504,500.00 12/23/2024 Sunrise Power Company LLC November Capacity Purchases 1,906,250.00 12/23/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 11/27/24 - 12/05/24 & 8/29/24 - 9/05/24 93,770.50 12/23/2024 The Energy Authority Inc. (Service Fees) November Resource Management Monthly Fees {PO:1011} 15,131.70 12/23/2024 The Irvine Co/Lakeview III January 2025 operating expenses 6,502.00 12/23/2024 Wregis Retired RECs 141.93
12/24/2024 California Community Choice Association Advance Expense Reimbursement 12,918.00 12/27/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 100.00 12/30/2024 GM Business Interiors Office Furniture including Installation Services 36,921.68 12/30/2024 Halligan Steven Mileage Reimbursement 81.41
12/30/2024 SDI PRESENCE LLC Services through November 30, 2024 - {PO:1034} 4,862.00 12/30/2024 Southern California Edison (Non-Energy) November Service Fees 32,701.25 12/30/2024 The Energy Coalition OCPA Customer Programs through October 31, 2024 - {PO:1041} 11,703.75 12/31/2024 California ISO (Settlement Invoices) CAISO CAISO CRR period for 9/6/24-9/12/24 & 12/06/24-12/12/24 247.03 12/31/2024 Energy Development & Construction Corporation October 2024 RECs purchases 23,346.00 12/31/2024 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 268.04 12/31/2024 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 12/06/24-12/12/24 & 9/06/24 - 9/12/24 230,544.52 12/31/2024 The Energy Coalition OCPA Customer Programs through November 30, 2024 - {PO:1041} 11,993.25 SUBTOTAL 77,481,830.59
10/4/2024 September 16 - 30 -Salaries, Wages, Fringe Benefits 85,518.71 10/4/2024 September 16 - 30 - Payroll Taxes 28,919.20
10/4/2024 September 16 - 30 -Paychex Service Fee 298.60 10/18/2024 October 1 - 15 -Paychex Service Fee 495.70
10/18/2024 October 1 - 15 - Payroll Taxes 25,494.34
10/18/2024 October 1 - 15 -Salaries, Wages, Fringe Benefits 86,680.59 11/5/2024 October 16 - 31 -Salaries, Wages, Fringe Benefits 84,193.47 11/5/2024 October 16 - 31 - Payroll Taxes 25,229.32
11/5/2024 October 16 - 31 -Paychex Service Fee 288.60
11/20/2024 November 1 - 15 - Payroll Taxes 25,857.44
11/20/2024 November 1 - 15 -Salaries, Wages, Fringe Benefits 86,983.26 11/20/2024 November 1 - 15 -Paychex Service Fee 506.40
12/5/2024 November 16 - 30 -Paychex Service Fee 297.50
12/5/2024 November 16 - 30 - Payroll Taxes 27,803.86
12/5/2024 November 16 - 30 -Salaries, Wages, Fringe Benefits 91,807.36 12/20/2024 December 1 - 15 -Salaries, Wages, Fringe Benefits 100,510.97 12/20/2024 December 1 - 15 -Paychex Service Fee 515.30
12/20/2024 December 1 - 15- Payroll Taxes 31,308.50
SUBTOTAL 702,709.12
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 7.7
--------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Joe Mosca, Chief Executive Officer
Nicholaus Norvell, Interim General Counsel
Subject: PUBLIC RECORDS ACT REPORT
Date: March 10, 2025
---------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and file.
BACKGROUND
As part of its February 2023 report, the State Auditor recommended that OCPA report to the Board of Directors no less than quarterly on: (1) the number of public records requests received, closed, and pending; (2) the average time OCPA took to respond to those requests; and (3) the reasons for withholding or redacting requested records, if applicable. A previous report was provided at the December 17, 2024 meeting, covering the period October 10, 2024 through December 11, 2024.
Below is a report covering the period from December 12, 2024 through March 4, 2025.
Requests Received 3
Requests Closed 2
Requests Pending 1
Determination or Extension
Letters Provided within 10 Days
Yes
Average Calendar Days to Fully
Complete Closed Requests
54.5 Public Records Act Exemptions
Applied
(Citations to Government Code unless
otherwise noted)
• Public disclosure of financial identification
information, tax identification numbers,
banking account numbers, and unique
passwords could promote financial fraud and
could compromise the financial security of the
business or organization to which the financial
information belongs. Therefore, the public
interest served in withholding the redacted
information clearly outweighs any public
interest served in disclosure pursuant to
Government Code § 7922.000.
• Pricing, quantity, and other commercial terms
as it has determined that such information is
exempt from disclosure pursuant to California
Public Records Act §§ 7927.605 and Gov.
Code § 7922.000 as well as California Public
Utilities Code § 454.5 and relevant decisions of
the California Public Utilities Commission
regarding the State’s policy on protecting
confidential market sensitive information.
OCPA believes it is necessary to protect market
sensitive information to secure the most
favorable pricing and energy contract terms,
and therefore the most favorable rates for
OCPA customers, and prevent third parties
from engaging in market manipulation. In
addition, certain commercial terms are exempt
from disclosure under the trade secret privilege
in Civil Code section 3426.1 and, by extension,
the PRA. (Gov. Code § 7927.705 [protecting
records “…the disclosure of which is exempted
or prohibited pursuant to federal or state
law…”].) The trade secret privilege protects
“information, including formula, pattern,
compilation, program, device, method,
technique, or process, that: (1) derives
independent economic value, actual or
potential, from not being generally known to
the public or to other persons who can obtain
economic value from its disclosure or use, and
(2) is the subject of efforts that are reasonable
under the circumstances to maintain its
secrecy.” For the above reasons, the public
interest served by withholding the redacted
information clearly outweighs any public
interest served by disclosure Gov. Code §
7922.000.
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 7.8
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Saul Viramontes, Management Analyst
Approved By: Joe Mosca, Chief Executive Officer
Subject:
Date:
2024 SUPPLIER DIVERSITY REPORT & 2025 ANNUAL PLAN
March 10, 2025
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and File
BACKGROUND
Under the California Public Utilities Commission's (CPUC) General Order (GO) 156, Community Choice Aggregators (CCAs) are required to submit an annual supplier diversity report and plan.
This order aims to promote diversity in procurement by encouraging the inclusion of women, minority, disabled veteran, and LGBT business enterprises (WMDVLGBTBE) in all procurement categories.
Each year, CCAs must submit a detailed report outlining their procurement activities with diverse suppliers. This report includes data on the percentage of procurement from WMDVLGBTBE, efforts made to increase these procurements, and any challenges faced. Additionally, CCAs must provide an annual plan that sets forth their goals and strategies for enhancing supplier diversity in the upcoming year.
The CPUC's Supplier Diversity Program established nearly 40 years ago, fosters a competitive marketplace by ensuring that diverse firms have opportunities to participate in procurement activities. This program not only helps utilities reach new markets and control costs but also strengthens the overall economy by promoting inclusive competition.
DISCUSSION
This year marked OCPA’s third year submitting a report under the CPUC’s GO 156 Supplier Diversity Program. OCPA’s 2024 Supplier Diversity Report & 2025 Annual Plan (Attachment A) outlines various strategies and tactics OCPA staff implemented to reach a broader range of potential suppliers for various business needs.
To encourage submissions from a broader range of suppliers, OCPA staff participated in over 44 events to connect with members of diverse communities, participated in all local and cultural chambers of commerce, and hosted multicultural outreach events for local business and non-profit leaders. Upon meeting business leaders interested in doing business with OCPA, business representatives were connected with Management Analyst Saul Viramontes, who covered various OCPA business needs, open solicitations, and ways to stay informed for any future opportunities.
Existing and new suppliers were also encouraged to get certified for the CPUC’s Supplier Clearinghouse. This certification adds local businesses to a directory of diverse businesses that utilities are encouraged to utilize during procurement activities.
OCPA engages in competitive bidding processes to procure cost-effective products and services by using technology available through procurement platforms, requesting references from sister CCAs, reviewing local online reviews for local vendors, and utilizing the CPUC’s Supplier Clearinghouse to find additional diverse suppliers to further market open procurement solicitations. This process has resulted in increased proposals to OCPA solicitations.
OCPA staff closely follow Policy No. 01 – Procurement Policy set by the Board of Directors and in compliance with Proposition 209, OCPA explicitly does not give preferential treatment to suppliers based on race, sex, color, ethnicity, or national origin.
This year, OCPA demonstrated notable progress in broadening our supplier base, examples include:
1. Increasing our qualified diverse spend from $0 in 2023 to $298,092.70 in 2024,
2. Increasing the number of diverse suppliers from 0 in 2023 to five (5) in 2024 (including minority, women, disabled veteran, and person with disabilities-owned enterprises),
3. Increasing our presence with diverse audiences to promote opportunities to work with OCPA, and
4. Offering technical assistance to businesses who would like to apply for the CPUC Supplier Clearinghouse certification and potentially increase their business opportunities with other utilities.
FISCAL IMPACT
None
ATTACHMENTS
Attachment A – OCPA 2024 Supplier Diversity Report & 2025 Annual Plan Report to the California Public Utilities Commission
Supplier
Diversity
2024 Annual Report
& 2025 Annual Plan
1 Table of Contents
Introduction ..................................................................................................................... 2 Section 9.1.1 - Description of Supplier Diversity Program Activities During the Previous Calendar Year (2024) ...................................................................................................... 3 Section 9.1.2 – Supplier Diversity Results of Goods and Services (non- power purchases) if procured ....................................................................................................................... 9 Section 9.1.2 –Description of Diverse Suppliers with Majority Workforce in California.. 10 Section 9.1.3 – Supplier Diversity Program Expenses .................................................. 11 Section 9.1.5 – Description of Prime Contractors Utilization of Diverse Subcontractors12 Section 9.1.6 – List of Supplier Diversity Complaints Received and Current Status ..... 13 Section 9.1.9 – Description of Supplier Diversity Activities and Progress in Power Procurement.................................................................................................................. 13 Section 9.1.9 – Supplier Diversity Results in Power Procurement ................................ 14 Section 10.2 – Description of Supplier Diversity Program Activities Planned for the Next Calendar Year (2025) .................................................................................................... 15 Plans to Encourage Prime Contractors to Subcontract Small, Local, and Diverse Businesses.................................................................................................................... 16 Sections Not Applicable to CCAs .................................................................................. 17 Appendix A – OCPA Voluntary Supplier Diversity Survey.............................................. 18 2 Introduction
Orange County Power Authority (OCPA) is a
Community Choice Aggregator (CCA) that
serves over 175,000 customers in the cities
of Buena Park, Fullerton, and Irvine. In 2024,
the City of Fountain Valley voted to join
OCPA and on December 3, 2024, OCPA
submitted to the California Public Utilities
Commission (CPUC) OCPA’s
Implementation Plan and Statement of Intent
– Amendment #2 to expand to include
eligible residential, commercial, industrial,
agricultural, and municipal accounts to the
City of Fountain Valley (Implementation
Plan). On January 9, 2025, CPUC Energy
Division staff confirmed that OCPA’s
Implementation Plan contains the
information required by Public Utilities Code
section 366.2(c)(7). OCPA anticipates that
Fountain Valley customers will join OCPA in
the fall of 2026. OCPA is excited about the
opportunity to bring local control, competitive
rates, and greater renewable energy to the
businesses and residents of Fountain Valley.
In October 2024, OCPA celebrated its
second full year of service for both residential
and commercial customers. OCPA offers
three product plans, with a default product
plan selected by each member agency's
leaders. Currently, the cities of Buena Park
and Fullerton have opted for Smart Choice
rate plan, which contains 55% renewable
energy plus an additional 40% carbon-free
energy, while the City of Irvine has opted into
the Basic Choice rate plan (47% renewable
energy). All new customers are enrolled in
the OCPA plan pre-selected by the member
agency but always have a choice to move
between rate plans, including the 100%
Renewable Choice rate plan.
In January 2025, the OCPA Board of
Directors confirmed and voted to keep the
rate structure implemented on January 2024
for an additional year. This rate structure
offers OCPA’s Basic Choice renewable rate
plan at a cost 3% lower than the Investor-owned Utility (IOU) equivalent generation rate.
As a not-for-profit, OCPA is focused on
providing stable and competitive electric
rates, providing customers with choice,
increasing the amount of renewable energy
added to the grid, creating customer
programs, and creating and applying for
grants to support residential and business
customers within its territory.
While OCPA is still a young organization, we
are in the process of establishing a robust
supplier diversity program and identifying
more ways to increase procurement from
small, local, and diverse businesses. OCPA
will do so within the limitations of Proposition
209, which prohibits government agencies
like CCAs from giving preferential treatment
based on race, sex, color, ethnicity, or
national origin in hiring or contracting.
3 Section 9.1.1 - Description of Supplier Diversity
Program Activities During the Previous
Calendar Year (2024)
In 2024, OCPA was focused on engaging
with local leaders, making connections with
diverse communities, increasing awareness
of our organization and mission, and hiring
staff to build out our organization. OCPA
attended a variety of local business and
chamber of commerce events with the goal
of increasing knowledge and awareness of
power and non-power contracts available to
businesses, as well as offering technical
assistance to businesses thinking of applying
to be an OCPA vendor.
The list of local and diverse business
outreach activities included:
Date Event/Meeting Description
2/2/2024 Small Business Diversity Network
– Business and Breakfast
Meeting for Small Business Diversity Network based out of Irvine, CA.
OCPA participates to promote opportunities via open solicitations and offering technical support for businesses
2/3/2024 Tết (Lunar New Year) Festival OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
2/5/2024 UCI Lunar New Year 2024
Celebration
OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
2/9/2024 Little Saigon TV Lunar New Year
Tabling
Our Community Engagement Manager, Linda Kraemer did a TV Interview, educating about OCPA which was interpreted in Vietnamese. https://www.youtube.com/watch?v=cz0KZf8_o5Y
2/16/2024 Buena Park - Korean Resource
Fair
OCPA attends a broad range of community resource fairs to promote customer programs and network with businesses
2/29/2024 Black Chamber Future Leaders
Luncheon
Our External Affairs Manager, Gabe Dima-Smith is an active participant in the chamber
3/14/2024 OC Procurement Alliance Meeting A large forum and network of government procurement professionals meeting to discuss trends, successes, and best practices.
Management Analyst, Saul Viramontes regularly participates to continue to stay up to date on best practices and procurement trends 3/17/2024 Nowruz Festival Iranian New Year or Persian New Year - OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
4/10/2024 Our Community Podcast –
Hispanic Chamber of Commerce
OCPA Management Analyst, Saul Viramontes joined the podcast to discuss what OCPA does and how we can partner with local businesses
5/16/2024 OC Supplier Outreach Event A major OC Procurement event that draws in over 200 exhibitors and 1000 small business owners in Orange County. OCPA participates as a exhibitor and networks with many businesses.
5/31/2024 OC Diversity Business Mixer and
Expo
Panel and expo for diverse business owners to learn how to work engage with corporate entities and access resources to facilitate business growth. OCPA participates as an exhibitor and in networking activities
6/1/2024 2024 Pride Fest Fullerton OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
6/19/2024 Buena Park Juneteenth Event OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
4 7/5/2024 IgniteHer Meeting OCPA and Girls
Inc OC
OCPA Developed a 2 page flyer for middle school girls with workplace readiness tips and the future of clean energy. OCPA held a panel with diverse representatives from the cleantech workforce.
7/10/2024 Buena Park Concert In The Park -
Mariachi Divas
OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
7/18/2024 OC Procurement Alliance Meeting A large forum and network of government procurement professionals meeting to discuss trends, successes, and best practices. 7/19/2024 Small Business Diversity Network
– Lunch & Learn
Meeting for Small Business Diversity Network based out of Irvine, CA.
OCPA participates to promote opportunities via open solicitations and offering technical support for businesses
7/25/2024 OCPA Presentation to Santa Ana
Chamber of Commerce
Introduced OCPA business model and agency priorities related to workforce.
7/26/2024 IgniteHER Summit Girls Inc The IgniteHer meeting between OCPA and Girls Inc. OCPA showcased opportunities to empower young women, aligning with supplier diversity goals by promoting inclusive partnerships and future talent development.
8/2/2024 Small Business Diversity Network
– Business and Breakfast
Meeting for Small Business Diversity Network based out of Irvine, CA.
OCPA participates to promote opportunities via open solicitations and offering technical support for businesses
8/6/2024 Lunch with OC Labor Fed Networking with local labor groups 8/13/2024 Vietnamese Chamber Small Biz
event
Networking event with local businesses
8/19/2024 Chinese American Mutual
Association Presentation
Provided an update on CCAs and OCPA to Chinese American Mutual Association members
8/19/2024 South Coast Chinese Cultural
Association || OCPA Presentation
Provided an update on CCAs and OCPA to South Coast Chinese Cultural Association members
8/22/2024 Vietnamese Chamber
Presentation
Provided an update on CCAs and OCPA to Vietnamese American Chamber of Commerce Orange County (VACOC) members
9/5/2024 South Coast Chinese Cultural
Association || Visit to OCPA
Hosted and provided updates on CCAs and OCPA to South Coast Chinese Cultural Association members
9/15/2024 Tet Trung Thu - Mid Autumn
Festival 2024
OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
9/21/2024 Buena Park Culture Fest Expo for local businesses and stakeholders to commemorate and highlight the city's cultural diversity. OCPA was able to connect with multiple groups regarding our programs and affordability with dual-language flyers in Korean, Vietnamese, and Spanish. 9/24/2024 Go Green & Health Expo (Filipino
American Chamber of Commerce)
OCPA CEO as the keynote speaker for this multicultural event, speaking about the environmental benefits of OCPA
9/25/2024 September Arab Chamber Mixer Networking event with local businesses 9/27/2024 2024 North Orange County
Chamber of Commerce - Small
Business Forum
Our External Affairs Manager, Andrew Di Giovanna is an active participant in the chamber
10/3/2024 2024 S.H.E Influences Conference
& Business Expo
OCPA has staff who regularly represent and attend S.H.E. Influences events
10/5/2024 Global Village Festival Staff signed up over 500 attendees to the newsletter and distributed multi-language flyers.
10/23/2024 AWWEE Conference (San Diego) Attended the Association of Women in Water, Energy, and Environment Conference. OCPA has staff who regular represent and attend the events
10/23/2024 Vietnamese Business Forum Networking event with local businesses 10/26/2024 Latino Health Access Annual Gala Attended the event to support the work of Latino Health Access in the OC community.
10/26/24 Ektaa Diwali Festival Indian cultural festival; OCPA attended to support the event and connect with ratepayers and businesses
11/7/2024 Women in Energy Conference OCPA has staff who regularly represent and attend Women in Energy events
11/7/2024 Daroo Festival (Korean Performing
Arts & Culture)
OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
11/15/2024 Asian Business Association
Orange County 2024 Awards Gala
Panel discussion for small and diverse business owners to learn how to engage with public agencies', i.e., OCPA's, business needs Recognized by ABAOC as a Sustainability Advocate and partner. 5 11/21/2024 Filipino American Chamber of
Commerce OC Awards Gala
Introduced the concept of CCA and OCPA to Filipino American Chamber of Commerce of Orange County (FACCOC) members
12/4/2024 Women's Leadership Forum Networking event for women in leadership attended by OCPA staff 1/29/2025 Irvine Evergreen Senior Lunar
New Year Celebration
OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
2/1/2025 Fullerton Chinese School Lunar
New Year Celebration
OCPA attends cultural events to promote OCPA’s mission and engage with ratepayers and diverse businesses
2/6/2025 OCPA Multicultural Community
Leaders Forum
OCPA hosted 25 multicultural leaders for a luncheon, which included representation from our CEO. The luncheon was part of OCPA’s continued commitment to engage with local leaders, organizations, and businesses. Continued collaboration with the multicultural community also informs the strategies and approaches OCPA utilizes when communicating with diverse groups
2/14/2025 Veterans of Foreign Wars -
Veterans Valentines Dinner
Our External Affairs Manager is an active participant in the veteran community
2/20/2025 Black Chamber Future Leaders
Luncheon
Our External Affairs Manager is an active participant in the chamber In February 2025, OCPA held a Multicultural
Community Leaders Forum where members
of numerous multicultural organizations were
invited to learn about OCPA, our mission,
and future opportunities to collaborate.
OCPA is proud to report that work with
multicultural communities has continued to
expand.
To ensure that our multicultural outreach is
effective and impactful on the needs of our
diverse communities, OCPA attends many
cultural festivities and events to connect one-on-one with many community members and business owners that are interested in doing
business with OCPA.
Additionally, OCPA’s Supplier Diversity
contact, Management Analyst Saul
Viramontes, meets with interested suppliers
to discuss current and potential solicitations
and introduce them to public procurement,
the CPUC’s Supplier Clearinghouse
certification process, and ways to stay
informed on OCPA solicitations.
To complement multicultural outreach, OCPA
regularly seeks energy and sustainability
forums to help promote ways local
businesses can partner with OCPA.
Industry-specific presentations included the
following presentations:
• Electrification 101 Workshop in Irvine
• Sustainability Meeting & Tour of the
Irvine Ranch Historical Park
• Costa Mesa Green Business
Meetings
• North Orange County Chamber of
Commerce Business Luncheon
• Strong Towns OC Social (bike/walk
clubs)
• Irvine Induction Stove Workshop
• Sustain SoCal Sustainable
Communities
• Future of Business Town Hall
• ECCLPS Symposium -
Environmental and Climate Change
Literacy Projects
• Irvine Electric Lawn and Garden
Equipment Demo
• Irvine Rotary Club Presentation
• Bicycle Tree Active Transportation
events
• Mayor of Fountain Valley Podcast
features
• OC Talk Radio - interview with Joe
Mosca, OCPA CEO
6 • 2024 Clean Mobility Forum
• IRC Energy Symposium
• Irvine Class IV Protected Bikeway
Unveiling
OCPA continues to translate notices for
residential customers and other
communications materials into languages
prominent to Orange County’s cultural
diversity. In 2023, OCPA added two more
languages to our operational processes to
increase access to information and
education. OCPA is now translating notices
and other key communication materials into
Spanish, Chinese (traditional), Chinese
(simplified), Korean, Vietnamese, Farsi,
Arabic, Filipino, and Japanese. OCPA will
continue to conduct outreach to these
communities and find new opportunities to
engage meaningfully with more diverse
groups and associations.
In addition, OCPA staff continue to
participate in CPUC Supplier Diversity,
regional procurement events and meetings,
and CCA Staff Quarterly Meetings to learn
new strategies and find better ways to
engage with small and diverse businesses.
In compliance with Proposition 209, OCPA
explicitly does not give preferential treatment
to bidders based on race, sex, color,
ethnicity, or national origin. OCPA issued a
voluntary supplier diversity survey in January
2025 to collect information for this report. The
survey can be found in Appendix A.
In summary, a total of nine (9) suppliers
responded to the survey issued in January
where four (4) respondents identified as
“Qualified as a WMDVLGBTBE but not GO
156 Certified.” The other four (4) indicated
that they are not certified and do not qualify.
The qualified but not certified survey
respondents cited lack of time to commit to
getting certified and confusion around the
process. As a result, OCPA will continue to
enhance education for existing and future
vendors about the CPUC’s Supplier
Clearinghouse registration process and how
a business may qualify and become certified.
More information about future steps OCPA
plans to take can be found in section 10.1.2.
As of January 2025, OCPA has five (5) Board
of Directors representing four (4) member
cities. The Board includes one woman, one
Vietnamese American, one Korean
American, and one Chinese Filipino
American. Like Orange County, OCPA’s
Board is diverse and representative of many
strong and established cultural communities.
Lastly, to continue to encourage diversity
among OCPA staff and vendors, OCPA
includes Equal Employment Opportunity
language in all recruitment postings,
procurement solicitations (request for
proposals, quotes, etc.), contracts, and in the
personnel policies handbook. OCPA is proud
to have a diverse staff and will continue
promoting equal access and opportunity.
OCPA Supplier Diversity Contact
Saul Viramontes, Management Analyst
[email protected]
949-767-8711
7 8
9 Section 9.1.2 – Supplier Diversity Results of
Goods and Services (non- power purchases) if
procured
10 Section 9.1.2 –Description of Diverse Suppliers
with Majority Workforce in California
Per Proposition 209, public agencies such as
OCPA are prohibited from granting
preferential treatment to an individual or
group on the basis of race, sex, color,
ethnicity, or national origin. Therefore, OCPA
is limited in the actions it can take to diversify
its procurement.
Since its establishment in November 2020,
OCPA has focused on creating a financially
stable organization and hiring staff for its
operations. Moreover, OCPA has enacted
and continues to refine several policies to
guide future procurement of products,
services, and power.
The results below were collected from the
CPUC Supplier Clearinghouse site, the
OCPA 2024 Supplier Diversity Survey, and
conversations with prime and
subcontractors.
Supplier Average %
of Workforce in CA
G-M Business Interior 1.00
SDI Presence 0.33
Gavidia RRP LLC 1.00
Zodiac Solutions LLC 1.00
WMFY We Mail For You Inc 1.00
Sum of Average Percentage 4.33
Number of Suppliers 5
Percentage of diverse supplier workforce that resides in California:
87%
For 2024, OCPA received nine (9)
responses, and direct messages in lieu of
responding. Despite receiving a low
response to the survey, OCPA is encouraged
by the progress this year and will continue to
educate suppliers on how to do business
with OCPA. Accordingly, OCPA intends to
continue enhancing and building out its
supplier diversity program and strategy to
increase the response rate for future reports.
Based on the results of the survey sent out,
the online Supplier Clearinghouse database,
and information submitted to OCPA, five (5)
of the businesses OCPA contracted within
the calendar year 2025 were certified CPUC
Supplier Clearinghouse vendors.
11 Section 9.1.3 – Supplier Diversity Program
Expenses
Expense Category CY2024
(Actual)
Wages $12,056
Other Employee Expenses $0
Program Expenses $0
Reporting Expenses $1,500
Training $0
Consultants $5,000
Other $34,812
TOTAL $53,368
12 Section 9.1.5 – Description of Prime
Contractors Utilization of Diverse
Subcontractors
OCPA identified current prime and
subcontractors who may be eligible for a
Supplier Clearinghouse diverse supplier
certification and is providing outreach and
education to encourage them to get certified.
We look forward to further collaborating with
our new and existing contractors on this
matter.
Below is a table of confirmed CPUC Supplier
Clearinghouse certified diverse suppliers
identified through the website, survey
response, and conversations with the
contractors:
Category New Prime
Contractors #
New
Subcontractors #
Minority Male Business Enterprise 3*
Minority Female Business Enterprise
Total Minority Business Enterprise (MBE) 3*
Women Business Enterprise (WBE) 1
Lesbian, Gay, Bisexual, Transgender Business Enterprise (LGBTBE)
Disabled Veteran Business Enterprise (DVBE) 1
Persons with Disabilities Business Enterprise (DBE) 2
8(a)
Total 5* 0
*some suppliers were certified for MBE and DVBE or PDBE. 13 Section 9.1.6 – List of
Supplier Diversity
Complaints Received
and Current Status
OCPA has not received any WMDVLGBTBE
complaints.
Section 9.1.9 –
Description of
Supplier Diversity
Activities and
Progress in Power
Procurement
None of the power suppliers responded as
being GO 156 certified. OCPA looks forward
to working with the power supplier industry to
further the efforts of GO 156 within the limits
of Proposition 209.
14 Section 9.1.9 – Supplier Diversity Results in
Power Procurement
DirectPower
Purchases $ DirectFuels forGeneration $ Totals $ %
Renewable and
Non- Renewable
Power Products
Diesel Nuclear Natural
Gas Direct Sub Total $
1 Minorit
y
Male
AfricanAmerican
AsianPacificAmerican
Hispanic American
Native American
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
2 3
4 5 Total Minority Male $0 $0 $0 $0 $0 $0 $0
6 Minorit
y
Female
AfricanAmerican
AsianPacificAmerican
Hispanic American
Native American
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
$0
7 8
9 10 Total Minority Female $0 $0 $0 $0 $0 $0 $0
11 Total Minority Business Enterprise (MBE) $0 $0 $0 $0 $0 $0 $0 12 WomenBusiness Enterprise (WBE) $0 $0 $0 $0 $0 $0 $0
13 Lesbian,Gay,Bisexual,Transgender
BusinessEnterprise (LGBTBE) $0 $0 $0 $0 $0 $0 $0
14 DisabledVeteranBusiness Enterprise
(DVBE) $0 $0 $0 $0 $0 $0 $0
15 PersonswithDisabilitiesBusiness
Enterprises (DBE) $0 $0 $0 $0 0 0 0
16 8(a) $0 $0 $0 $0 $0 $0 $0
17 Total Supplier Diversity $0 $0 $0 $0 $0 $0 $0
18 Net Power Procurement $275,596,960
19 Net Direct Power Purchases $275,596,960
20 Net Direct Fuels for Generation $0
21 Total Number of Diverse Suppliers 0
15 Section 10.2 – Description of Supplier Diversity
Program Activities Planned for the Next
Calendar Year (2025)
In 2025, OCPA will seek to further support its small, local, and diverse businesses with the Supplier Diversity activities set forth below:
Continue and expand memberships and event sponsorships with local and ethnic chambers, business associations, and professional associations. o OCPA is a member of all local jurisdictional and multicultural chambers of commerce in Orange County.
With support from OCPA’s Community Advisory Committee, identify and pursue opportunities for deeper engagement with local and ethnic chambers and business associations through participation in economic development and business advocacy committees, and collaboration on outreach and training events aimed at local, small, and diverse businesses that are potential OCPA suppliers.
o OCPA has significantly increased its presence in community events, business forums, and coalition gatherings.
Collaborate with member agencies on diverse supplier outreach and training events and promotional materials.
o OCPA is currently exploring a collaboration with Los-Angeles based Pacific Asian Consortium in Employment to host a mini-series aimed towards educating and engaging small and diverse businesses with the goal of increasing procurement opportunities for diverse businesses.
Participate in the CPUC/Joint Utilities Business Expo and support similar regional events in collaboration with member agencies, chambers, CCAs, energy partners, and other entities.
o OCPA is an active participant in networks including local small business networks and regional procurement events and programs.
Continue outreach, advocacy, and support for diverse supplier certification through the CPUC Supplier Clearinghouse.
o OCPA is currently working with one of our service providers to complete their application for CPUC Supplier Clearinghouse certification for MBE and WBE. Refine data collection practices and processes within the organization. Host a workshop with CPUC staff to create better awareness of the Supplier Clearinghouse and its certification method.
o OCPA will reach out to the CPUC during post report interview for inclusion in our “working with OCPA” mini series.
Educate internal staff on the Supplier Clearinghouse registration process to better assist businesses that may want to certify.
16 o OCPA’s Administrative Assistant is responsible for staying current with the Supplier Clearinghouse process and website and providing support to current and potential vendors to get certified, if eligible.
Educate relevant staff on how to search the Supplier Diversity Clearinghouse to identify additional potential vendors for future supply needs.
o OCPA has incorporated the Supplier Clearinghouse website into its procurement processes. Staff are encouraged to use leads from the website, find local businesses online, and ask partners for references to ensure a diverse pool of proposals for product and service solicitations.
Report on local businesses as well as those certified as small businesses by the California Department of General Services.
Plans to Encourage Prime Contractors to
Subcontract Small, Local, and Diverse
Businesses
During regular outreach and business
activities, OCPA staff meet and refer
businesses who want to do business with
OCPA to procurement staff. Staff discuss
various services and product needs and refer
them to potential opportunities. OCPA is
looking forward to evaluating more
opportunities to expand our engagement
with small, local, and diverse businesses as
OCPA enters its third year of service and will
encourage its prime contractors to do the
same.
17 Sections Not Applicable to CCAs
Section 9.1.2: Number Of WMDLGBTBE Suppliers and Revenue Reported to The Clearinghouse
Section 9.1.4: Description Of Progress in Meeting or Exceeding Set Goals and An Explanation Why Goals Are Not Met
Section 9.1.7: A Description of Efforts Made to Recruit WMDLGBTBE Suppliers in Underutilized and Highly Technical Categories
Section 9.1.11 Fuel Procurement
Section 10.1.1: WMDLGBTBE Annual Short-, Mid, And Long-Term Goals by Product and Service Category
Section 10.1.3: Plans For Recruiting WMDLGBTBE Suppliers in Underutilized Categories Section 10.1.4: Plans For Recruiting WMDLGBTBE Suppliers in Currently Unavailable Areas Section 10.1.5: Plans For Encouraging Prime Contractors to Subcontract with WMDLGBTBE Suppliers
Section 10.1.6: Plans For Complying with The WMDLGBTBE Program Guidelines Established By The Commission As Required By Public Utilities Code §8283(C) 18 Appendix A – OCPA Voluntary Supplier
Diversity Survey
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ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.1
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Saul Viramontes, Management Analyst
Approved By: Joe Mosca, Chief Executive Officer
Subject: ADVANCED METERING INFRASTRUCTURE TRI-ANNUAL AUDIT Date: March 10, 2025
--------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and File
BACKGROUND
Decision 12-08-045, issued by the California Public Utilities Commission (CPUC) on August 31, 2012, requires certain privacy protections for the energy usage data of customers of Community Choice Aggregators and other utilities, including Orange County Power Authority (OCPA).
The CPUC's Advanced Metering Infrastructure (AMI) audit requirement originates from the California Public Utilities Code. Specifically, sections 314, 314.5, and 314.6 outlines the general authority of the CPUC to conduct audits of load-serving entities. These sections mandate various audit obligations to ensure transparency, accountability, and protection of ratepayer interests.
DISCUSSION
OCPA staff worked with auditors from Abbott, Stringham & Lynch (ASL), and Hutchinson & Bloodgood LLP (H&B) to conduct the CPUC-mandated AMI audit. OCPA has finalized the AMI audit process for the compliance period of 2022-2024 and will present the findings to the Board of Directors via presentation with support from the ASL, and H&B auditors to help answer questions from Board members.
The AMI audit covered OCPA’s data security, privacy policy, disclosure practices, and management of covered information. Covered information is any usage information obtained through the use of AMI's capabilities when associated with any information that can reasonably be used to identify and re-identify an individual, family, household, residence, or non-residential customer.
2022-2024 AMI Audit Findings
Data Security
and Information
Technology (IT)
Environment and
Controls
H&B, the IT Specialists, performed the following procedures to ascertain that OCPA implemented technical and physical safeguards to protect Covered Information from unauthorized access, destruction, use, modification, or Disclosures:
• External vulnerability scans against web assets, such as OCPA’s website, public IP addresses, and custom web applications that have access to Covered Information, as applicable;
• Internal authenticated vulnerability scans against OCPA’s endpoints, as applicable;
• Inspection of Microsoft 365 and/or Google Workspace tenants; • Data classification scans to determine Covered Information did not exist outside the designated storage locations, as applicable; • Inspection of IT documentation such as policies and procedures related to both general IT controls and Covered Information;
• Inspection of the processes surrounding the acquisition, processing, and storage of Covered Information;
• Interviews with OCPA's administrative, operational, technology, and IT support staff, as applicable.
No exceptions were noted. H&B also used third-party risk-ranking service, BitSight, to provide additional context around OCPA’s risk rating specific to the utilities industry.
• OCPA has a security rating score of 780 out of 820.
• A score of 780 indicates strong cybersecurity performance and a lower risk of cyber incidents.
Accessibility of
Privacy Notice
(including yearly
delivery to
customers)
ASL obtained and inspected the post-enrollment notice sent to OCPA’s customers and noted that the notice contained a link to OCPA’s privacy policy. ASL noted that the privacy policy is available at all times on OCPA’s website at https://www.ocpower.org/privacy-policy/. However, ASL noted that OCPA did not provide this privacy notice to its customers at least once a year and they did not include a link to this notice in all electronic correspondence to customers. As such, they noted these as exceptions.
• Effective February 28, 2025, OCPA’s management began to include a link to the privacy policy on all outgoing email messages from staff. • Effective March 6, 2025, OCPA’s management began to include a link to the privacy policy on the monthly Southern California Edison bills.
ASL inspected the latest privacy notice and noted that it did not contain all of the language described in CPUC’s Decision 12-08-045. Namely, the notice did not include an effective date for the policy and did not disclose OCPA’s process for altering the policy, including how customers would be informed of alterations to the policy and where prior versions would be made available to customers. This is noted to be an exception.
• Effective February 28, 2025, the required changes have been made to OCPA’s privacy policy.
Use and
Disclosure of
Covered
Information
For all third parties in which OCPA shared Covered Information for a primary purpose, ASL ascertained that by contract, OCPA required these third parties to access, collect, store, use, and disclose the Covered Information under policies, practices, and notification requirements as required under CPUC’s Decision 12-08- 045.
ASL inspected the executed contracts and non-disclosure agreements, as applicable, with all third parties in which OCPA shared Covered Information for a primary purpose, and ascertained that OCPA required these third parties to access, collect, store, use, and disclose the Covered Information under policies, practices, and notification requirements as required under CPUC’s Decision 12-08-045. No exceptions were noted.
Access and
Control of
Covered
Information
Upon inquiry of OCPA’s management, customers can request access to their Covered Information from OCPA via phone, email, or standard mail. No exceptions were noted.
In addition, customers can contact OCPA via phone, email, or standard mail to dispute the accuracy or completeness of their Covered Information and request corrections or amendments to their Covered Information. OCPA will work with Southern California Edison, the transmission and delivery provider and owner of the Advanced Metering Infrastructure, as needed to process the request. No exceptions were noted.
Data
Minimization
and Retention
Practices
ASL noted that OCPA has in place records retention policies and procedures to ensure that the use and retention of Covered Information are maintained for a period necessary for its continued operations. No exceptions were noted.
Following this discussion, the lead for the ASL audit team will finalize the AMI—Independent Accountant’s Report on Agreed-Upon Procedures, OCPA will sign the management response letter, and the audit report will be submitted to the CPUC.
For the IT portion of the audit, an additional and more comprehensive report on system findings will be provided. Staff will work with SDI Presence, OCPA’s managed services provider, to implement all necessary and reasonable recommendations.
FISCAL IMPACT
None
ATTACHMENTS
Attachment A – Draft – OCPA AMI - Independent Accountant’s Report on Agreed-Upon Procedures 3.4.2025
Preliminary Draft
For Discussion Only
Subject to Change
ORANGE COUNTY POWER AUTHORITY
INDEPENDENT ACCOUNTANT’S REPORT
ON AGREED-UPON PROCEDURES
FOR THE PERIOD FROM
INCEPTION OF OPERATION
APRIL 1, 2022 THROUGH
DECEMBER 31, 2024
Preliminary Draft
For Discussion Only
Subject to Change
INDEPENDENT ACCOUNTANT'S REPORT
Board of Directors
Orange County Power Authority
Irvine, California
and
California Public Utilities Commission
San Francisco, California
We have performed the procedures enumerated below on Orange County Power Authority’s (“OCPA”) internal privacy and data security policies regarding “Covered Information” for the period from inception of operation, April 1, 2022, through December 31, 2024. OCPA’s management is responsible for the internal privacy and data security policies regarding “Covered Information” for the period from inception of operation, April 1, 2022, through December 31, 2024.
OCPA has agreed to and acknowledged that the procedures performed are appropriate to meet the intended purpose of complying with rules regarding privacy and security protection for energy usage data applicable to community choice aggregators or electrical service providers as defined in California Public Utilities Commission’s (“CPUC”) Decision 12-08-045. This report may not be suitable for any other purpose. The procedures performed may not address all the items of interest to a user of this report and may not meet the needs of all users of this report and, as such, users are responsible for determining whether the procedures performed are appropriate for their purposes.
The procedures and the associated findings are as follows:
1) We obtained the following documents from OCPA:
x Latest privacy notice (version prior to December 31, 2024) provided to customers x Internal privacy and data security policies
x List of agents, contractors, and other third parties to which OCPA disclosed Covered Information for a primary purpose
x List of agents, contractors, and other third parties to which OCPA disclosed Covered Information for a secondary purpose, if any
x A list of customers in which OCPA disclosed Covered Information to a third party when prior authorizations are required, if any
x List of disclosures pursuant to legal requests, if any x List of security breaches, if any
Preliminary Draft
For Discussion Only
Subject to Change
2) We performed the following procedures with respect to these documents:
A. Data Security and Information Technology (IT) Environment and Controls:
i. The third-party IT Specialists performed the following procedures to ascertain that OCPA implemented technical and physical safeguards to protect Covered Information from unauthorized access, destruction, use, modification, or disclosures. No exceptions were noted:
x External vulnerability scans against web assets, such as OCPA’s website, public IP addresses, and custom web applications that have access to Covered Information, as applicable;
x Internal authenticated vulnerability scans against OCPA’s endpoints, as applicable;
x Inspection of Microsoft 365 and/or Google Workspace tenants; x Data classification scans to determine Covered Information did not exist outside the designated storage locations, as applicable; x Inspection of IT documentation such as policies and procedures related to both general IT controls and Covered Information;
x Inspection of the processes surrounding the acquisition, processing, and storage of Covered Information;
x Interviews with OCPA's administrative, operational, technology, and IT support staff, as applicable.
The IT Specialists also used third-party risk-ranking service, BitSight, to provide additional context around OCPA’s risk rating specific to the utilities industry.
OCPA has a security rating score of 780 out of 820.
ii. Ascertain that upon any breach affecting 1,000 or more customers, OCPA notified the CPUC within two weeks of the detection, or within one week of notification.
1. Upon inquiry of OCPA’s management, management represented that OCPA did not have any breach affecting 1,000 or more customers during the period from inception of operation, April 1, 2022, through December 31, 2024. No exceptions were noted.
B. Transparency:
i. Ascertain that a privacy notice was provided to customers from which OCPA collected Covered Information.
1. We obtained and inspected the post-enrollment notice sent to OCPA’s customers and noted that the notice contained a link to OCPA’s privacy policy. We noted that the privacy policy is available at all times on OCPA’s website at https://www.ocpower.org/privacy-policy/. However, we noted that OCPA did not provide this privacy notice to its customers at least once a year and they did not include a link to this notice in all electronic correspondence to customers. As such, we noted these as exceptions.
Effective February 28, 2025, OCPA’s management began to include a link to the privacy policy on all outgoing email messages from staff.
Effective March 6, 2025, OCPA’s management began to include a link to the privacy policy on the monthly Southern California Edison bills.
Preliminary Draft
For Discussion Only
Subject to Change
B. Transparency (continued):
ii. We inspected the latest privacy notice and noted that it did not contain all of the language described in CPUC’s Decision 12-08-045. Namely, the notice did not include an effective date for the policy and did not disclose OCPA’s process for altering the policy, including how customers would be informed of alterations to the policy and where prior versions would be made available to customers. This is noted to be an exception. Effective February 28, 2025, the required changes have been made to OCPA’s privacy policy.
C. Use and Disclosure:
i. For all third parties in which OCPA shared Covered Information for a primary purpose, we ascertained that by contract, OCPA required these third parties to access, collect, store, use, and disclose the Covered Information under policies, practices, and notification requirements as required under CPUC’s Decision 12- 08-045.
1. Upon inquiry of OCPA’s management, management represented that OCPA disclosed Covered Information for a primary purpose with eight third parties during the period from inception of operation, April 1, 2022, through December 31, 2024. We inspected the executed contracts and non-disclosure agreements, as applicable, with all third parties in which OCPA shared Covered Information for a primary purpose, and ascertained that OCPA required these third parties to access, collect, store, use, and disclose the Covered Information under policies, practices, and notification requirements as required under CPUC’s Decision 12-08-045. No exceptions were noted.
ii. Ascertain that authorizations were obtained from customers for the disclosure of Covered Information to third parties for a secondary purpose.
1. Upon inquiry of OCPA’s management, management represented that OCPA did not disclose Covered Information to third parties for a secondary purpose during the period from inception of operation, April 1, 2022, through December 31, 2024. As such, this step is not applicable and was not performed.
iii. Ascertain that a notice was provided to the applicable customer within seven days for the disclosure of Covered Information as a result of a subpoena or legal proceedings.
1. Upon inquiry of OCPA’s management, management represented that OCPA did not disclose Covered Information to third parties as a result of a subpoena or legal proceedings during the period from inception of operation, April 1, 2022, through December 31, 2024. As such, this step is not applicable and was not performed.
D. Access and Control:
i. Ascertain that OCPA provided customers with convenient and secure access to their Covered Information.
1. Upon inquiry of OCPA’s management, customers can request access to their Covered Information from OCPA via phone, email, or standard mail.
No exceptions were noted.
Preliminary Draft
For Discussion Only
Subject to Change
D. Access and Control (continued):
ii. Ascertain that OCPA provided customers with convenient mechanisms for granting and revoking authorization for secondary uses of Covered Information, disputing the accuracy or completeness of Covered Information, and requesting corrections or amendments to Covered Information.
1. Upon inquiry of OCPA’s management, OCPA did not disclose Covered Information to third parties for a secondary purpose during the period from inception of operation, April 1, 2022, through December 31, 2024.
In addition, customers can contact OCPA via phone, email, or standard mail to dispute the accuracy or completeness of their Covered Information and request corrections or amendments to their Covered Information. OCPA will work with Southern California Edison, the electricity provider, and owner of the Advanced Metering Infrastructure, as needed to process the request. No exceptions were noted.
E. Data Minimization:
i. Ascertain that Covered Information was maintained only for as long as reasonably necessary or as authorized by the CPUC to accomplish a specific primary purpose or for a specific secondary purpose authorized by the customers.
1. We noted that OCPA has in place records retention policies and procedures to ensure that the use and retention of Covered Information are maintained for a period necessary for its continued operations. No exceptions were noted.
We were engaged by OCPA to perform this agreed-upon procedures engagement and conducted our engagement in accordance with attestation standards established by the AICPA. We were not engaged to and did not conduct an examination or review, the objective of which would be the expression of an opinion or conclusion, respectively, on OCPA’s internal privacy and data security policies regarding “Covered Information” for the period from inception of operation, April 1, 2022, through December 31, 2024. Accordingly, we do not express such an opinion or conclusion. Had we performed additional procedures, other matters might have come to our attention that would have been reported to you.
We are required to be independent of OCPA and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements related to our agreed-upon procedures engagement.
This report is intended solely for the information and use of OCPA and CPUC and is not intended to be and should not be used by anyone other than these specified parties.
MONTH DATE, 2025
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.2
--------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Tiffany Law, Chief Financial Officer
Approved By: Joe Mosca, Chief Executive Officer
Subject: APPROVE FISCAL YEAR 2024-25 MID-YEAR BUDGET AMENDMENT Date: March 10, 2025
---------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Approve Fiscal Year 2024-25 Mid-Year Operating Budget Amendment, as proposed in Attachment 1.
BACKGROUND
On June 18, 2024, the Board approved the FY 2024-25 Operating Budget, marking the second full year of OCPA’s operations. The balanced budget projected $306 million in total net revenues and $289 million in total expenditures, resulting in a net surplus of $16.6 million.
However, key developments have significantly impacted operating revenues, prompting a reassessment of the original budget. On January 22, 2025, the Board approved the OCPA 2025 rate design, which took effect on February 10, 2025. In its continued commitment to maintaining customer affordability, OCPA chose to keep the rate structure unchanged from 2024.
While these rates support affordability, rising energy costs have necessitated further budget adjustments. Higher market prices for resource adequacy and renewable energy have driven up costs, requiring strategic adjustments in energy procurement strategies.
In response, targeted reductions have been made across staffing, energy programs, marketing & outreach, legal services, data management, general & administrative costs, and capital expenditures. Additionally, the budget has been refined to align with confirmed costs for utility service fees, contract services, and interest expenses.
These proactive cost mitigation measures ensure OCPA remains financially resilient in a challenging financial landscape, while continuing to provide stable, affordable energy to its customers.
FY 2024-25 MID-YEAR OPERATING BUDGET OVERVIEW
The table below summarizes the approved revenue and expense budgets for FY 2024-25, compared to the proposed amendments for the FY 2024-25 budget.
FY 2024-25 MID-YEAR OPERATING BUDGET ANALYSIS
The FY 2024-25 Mid-Year Budget reaffirms OCPA’s financial stability, maintaining a balanced approach that aligns revenues with the Board-approved 2025 rate design while integrating the latest power supply projections and energy cost forecasts. ($ in thousands)
Period Ending Jun 30
Approved
Budget
FY 2024/25 % of Rev
Mid-Year
Budget
FY 2024/25 % of Rev
Change
$ Change %
REVENUE AND OTHER SOURCES
Revenue - Electricity Base 283,591 252,312
Revenue - Smart Choice Premium 4,797 5,931
Revenue - 100% Renewable Premium 20,364 13,411
Less: Uncollectible Accounts (5,403) (4,754) (36,448) (12.0%) Revenue deferral 0 45,000 45,000 0.0%
Net Revenue - Electricity 303,349 99.2% 311,900 98.6% 8,552 2.8% Investment and Miscellaneous Income 2,400 0.8% 4,499 1.4% 2,099 87.5% Total Net Revenue and Other Sources 305,749 100.0% 316,399 100.0% 10,651 3.5%
EXPENDITURES AND OTHER USES
CURRENT EXPENDITURES
Cost of Energy 272,532 89.1% 285,539 90.2% 13,007 4.8%
Data Manager 1,960 0.6% 1,850 0.6% (110) (5.6%)
Utilities Service Fees 563 0.2% 572 0.2% 9 1.6%
Staffing Costs 6,719 2.2% 4,738 1.5% (1,980) (29.5%)
Contract Services 1,614 0.5% 1,610 0.5% (4) (0.2%)
Legal Services 711 0.2% 596 0.2% (115) (16.1%)
Marketing and Outreach 2,055 0.7% 1,794 0.6% (261) (12.7%) Other G&A 1,525 0.5% 1,429 0.5% (96) (6.3%)
Energy Programs 1,000 0.3% 592 0.2% (408) (40.8%)
288,678 94.4% 298,721 94.4% 10,043 3.5%
OTHER USES
Capital Outlay 382 0.1% 377 0.1% (6) (1.4%)
Total Other Uses 382 0.1% 377 0.1% (6) (1.4%)
DEBT SERVICE
Interest costs - nonoperating 72 0.0% 315 0.1% 244 338.7% Finance costs - Principal 0 0.0% 0 0.0% 0 0.0%
Total Expenditures and Other Uses 289,132 94.6% 299,413 94.6% 10,281 3.6% Net Income (Surplus/Deficit) 16,616 5.4% 16,986 5.4% 370 2.2% Despite a challenging financial landscape of reduced rates and rising energy costs, the anticipated net surplus has been revised to $17 million, reflecting a $370k increase from the original FY 2024- 25 budget projection.
The following sections outline the detailed mid-year budget adjustments and key assumptions driving these updates.
Net Revenue – Electricity (-$36.4 million)
OCPA’s primary revenue source comes from the retail sales of electricity, with generation rates set relative to Southern California Edison’s (SCE) generation rates minus surcharges, including Power Charge Indifference Adjustments (PCIA). The proposed mid-year budget for FY 2024-25 reflects a full fiscal year of retail sales to 24,000 commercial and 153,000 residential customer accounts within the SCE service territory.
Net electricity revenue is projected to decline by $36.4 million, primarily due to OCPA’s 2025 rate design1
, which took effect on February 10, 2025. Recognizing the potential for customer rate shock, OCPA maintained the same rate design as in 2024, ensuring stability and affordability. As a result, the average 2025 residential rate was set 3 cents lower, representing a 20% decrease from the original budget, while the average commercial rate was set 4 cents lower, a 30% decrease.
Further contributing to the revenue decline was the shift in default rate plans. In February 2025, the City of Irvine transitioned customers from 100% Renewable Choice to Basic Choice, followed by the City of Buena Park, which moved customers to Smart Choice in March 2025. These adjustments were necessary to shield customers from sudden rate increases, ensuring affordability while preserving OCPA’s long-term financial stability.
To account for potential risks associated with aging receivables, the bad debt provision remains at
1.75%.
Revenue Deferral (+$45 million)
To offset the anticipated revenue shortfall resulting from maintaining 2024 rate design in 2025, OCPA strategically deferred $45 million in operating revenue from FY 2023-24 to FY 2024-25.
This deferral aligns with the Board-approved Rate Stabilization Policy, serving as a key financial tool to ensure stability and affordability for customers.
By proactively reallocating these funds, OCPA strengthens its ability to mitigate financial risks while maintaining the same rate design in 2025, even as SCE’s 2025 generation rates declined significantly and costs for renewable energy (PCC1) and Resource Adequacy (RA) rose. This approach ensures continued rate stability and protects customers from volatility. 1 Basic Choice offers a 3% discount compared to SCE's equivalent generation rates and includes 47% renewable energy content. Smart Choice is priced at 1.0 cent per kWh above Basic Choice rates and provides 55% renewable energy along with 40% carbon-free energy content. For customers seeking a fully renewable option, 100% Renewable Choice is available at 1.5 cents per kWh above Basic Choice rates.
As a result, the projected net revenue of $311.9 million for FY 2024-25 remains sufficient to cover energy costs, support operating and non-operating expenses, and contribute to a reasonable operating reserve.
Investment and Miscellaneous Income (+$2.1 million)
The projected investment income for FY 2024-25 is derived from a diversified portfolio of interest-earning assets, including FDIC-insured IntraFi Cash Services (ICS) money market accounts, negotiable CDs, and U.S. Treasury bills at US Bank. This multi-faceted investment approach ensures both liquidity and compliance with OCPA’s Investment Policy, while optimizing risk-adjusted returns.
To maximize investment income, staff actively monitors account balances daily, strategically positioning funds across these instruments to capture competitive interest rates ranging from 4.4% to 4.9% APY. By managing investments in-house, OCPA is able to enhance returns without incurring investment advisor fees, ensuring cost-effective and prudent financial management.
Cost of Energy (+$13 million)
Energy consumption for FY 2024-25 is estimated at 2,312 GWh, including 6% distribution system losses. The total energy supply cost consists of two primary components: Energy and RA. The energy cost component, which includes system energy, eligible renewables, and carbon-free attributes, is projected at $252 million, making up 88% of the total cost of energy. The RA component is forecasted at $33.6 million, accounting for 12% of the total cost of energy.
Energy costs for FY 2024-25 have exceeded budget expectations due to unprecedented volatility in renewable energy (RE) and RA prices, along with regulatory adjustments. The renewable energy market, particularly PCC1, has experienced extreme fluctuations, with prices surging over 400% from trough to peak over three years, only to decline by 83% within six months. Market imbalances between supply and demand intensified in late 2024, increasing demand and driving prices higher.
Meanwhile, RA markets have also been highly volatile, with 2025 summer RA forward price curves rising nearly 50% between October 2023 and June 2024, only to drop 75% by December 2024. The graphics below illustrate the price fluctuations in the RE and RA markets:
A significant contributor to rising energy costs is the increase in market prices for renewable energy invoices from SCE under the Voluntary Allocation Market Offer (VAMO) Agreement and RA invoices from SCE under the Modified Cost Allocation Mechanism (MCAM) Agreement.
These invoices are calculated based on California Public Utilities Commission (CPUC)- determined Market Price Benchmarks (MPB), which experienced substantial increases during FY 2024-25. The MPB for VAMO invoices rose from $54.56/MWh in 2024 to $71.24/MWh in 2025, far exceeding OCPA’s original budget assumption of $50/MWh. Likewise, the MPB for MCAM invoices increased from $26.26/MW in 2024 to $40.31/MW in 2025, compared to OCPA’s original budget of $15.23/MW. These cost escalations are not isolated incidents but are driven by unexpected market conditions, including RA market shifts, inefficiencies, lack of liquidity, and delays in renewable energy product deliveries.
While rising procurement costs have presented challenges, they have been partially offset by revenue from the sale of surplus RA, carbon-free resources, and PCC1.
To counteract rising costs and stabilize long-term financial planning, OCPA has implemented a temporary adjustment in its energy procurement strategy. These targeted modifications are designed to enhance cost efficiency while continuing to provide reliable service to customers. As part of these adjustments, Irvine’s 100% Renewable Choice customers will be transitioned to Basic Choice, effective February 2025, while Buena Park’s 100% Renewable Choice customers will be transitioned to Smart Choice, effective March 2025. These strategic changes help mitigate exposure to high renewable energy costs while ensuring customers continue to receive competitively priced, sustainable energy options.
Despite these challenges, OCPA remains financially resilient. Its energy positions are fully hedged against expected consumption through June 30, 2025. By actively managing procurement strategies, optimizing cost controls, and leveraging surplus sales, OCPA continues to strengthen its financial position while providing affordable, reliable energy to the communities it serves.
Non-Energy Operating Expenses
OCPA’s non-energy operating expenses support essential business functions, including data management, utility services, staffing, contract services, legal services, marketing & outreach, general & administrative costs, and energy programs. To maintain financial stability and mitigate rate impacts, OCPA has proactively identified efficiency opportunities and cost-saving measures while ensuring continued operational effectiveness.
The mid-year budget reflects an overall reduction of $3 million or 18.4%, reinforcing OCPA’s commitment to fiscal responsibility while sustaining core functions and services. Below is a breakdown of key expense areas and adjustments.
Data Manager and Utility Service Fees (-$101k)
OCPA contracts with Calpine Energy Solutions for billing data management and call center operations, with fees based on the number of customer meters served. Additionally, SCE charges for meter reading, data processing, and bill coordination, as mandated and regulated by the CPUC.
Savings of $101k stem from scheduled fee waivers and operational credits from Calpine, reducing service costs without affecting functionality.
Staffing Costs (-$2 million)
As part of OCPA’s ongoing cost mitigation efforts, staffing adjustments have been implemented to ensure financial stability while maintaining operational efficiency.
In June 2024, the Board approved a staffing plan for 29 full-time positions and 2 intern positions for FY 2024-25. Staffing costs include salaries, payroll taxes, benefits, cost-of-living adjustments (COLA), and stipends for the Board and Community Advisory Committee (CAC) members.
To offset rising costs and minimize financial strain, OCPA has strategically adjusted the hiring of 10 full-time positions, generating $2 million in savings. These adjustments enable cost control while ensuring essential functions remain supported.
Total staffing costs are projected at $4.7 million by June 30, 2025, representing 1.5% of total revenue. Adjusted hiring timelines include:
1. COO: Delayed from 11/2024 to 6/2025
2. Trading Manager: Delayed from 10/2024 to 5/2025
3. Risk Management Analyst: Delayed from 10/2024 to 5/2025
4. Energy Contract & Compliance Analyst: Delayed from 10/2024 to next fiscal year
5. Finance & Risk Manager: Delayed from 7/2024 to 11/2024 (Hired)
6. Billing Operations Manager: Delayed from 7/2024 to 4/2025
7. Data & Systems Manager: Delayed from 10/2024 to next fiscal year
8. Data & Systems Analyst: Delayed from 12/2024 to next fiscal year
9. Policy Advisor: Delayed from 10/2024 to next fiscal year
10. Data Analyst: Delayed from 10/2024 to 4/2025
Contract Services (-$4k)
Following industry best practices, OCPA has strategically engaged consultants to support early-stage operations while gradually expanding internal staffing capabilities to transition non-industry technical tasks in-house. This measured approach balances external expertise with cost control as the agency matures.
Key areas supported by contract services include:
• Accounting, financial and Information Technology (IT) audits, rate strategy analysis, SCE General Rate Case (GRC) and Energy Resource Recovery Account (ERRA) regulatory assessments, IT and cybersecurity, Human Resources (HR), compensation studies, credit rating strategies, and project management.
• Power supply portfolio and risk management, short-term and long-term energy procurement, load forecasting, integrated resource planning, back-office support, feasibility studies for new members, implementation plan, scheduling coordination, Congestion Revenue Rights (CRR) purchases and sales, and California Independent System Operator (CAISO) settlements and reporting.
Through disciplined planning and cost controls, OCPA has maintained contract service expenditures in line with the original FY 2024-25 budget.
Legal Services (-$115k)
Legal services support general counsel, power supply procurement, regulatory compliance, employment matters, governance, and legislative advocacy. To strengthen its engagement in state-level policy, OCPA plans to hire a Sacramento-based lobbyist in Q2 2025.
OCPA expects to save $115k by June 30, 2025, primarily from reductions in labor counsel, clerk support, and advocacy costs.
Marketing and Outreach (-$261k)
As a community-focused public agency, OCPA prioritizes customer engagement and outreach, continuously seeking new opportunities to connect with and build positive relationships with its customers. Through strategic cost management and internal efficiencies, OCPA projects $261k in savings in its Marketing and Outreach budget by June 30, 2025, while maintaining a strong commitment to community engagement.
One of the most significant areas of savings came from transitioning previously outsourced tasks— such as OCPA’s Open House planning and editorial work—to internal staff. Similarly, marketing and communication services realized substantial savings in digital marketing, as OCPA reduced reliance on external vendors by shifting website updates, content additions, and modifications to in-house staff.
In addition, OCPA adopted a more strategic approach to sponsorships and memberships, ensuring that every sponsorship demonstrates a measurable return on investment. As a result, OCPA has maintained lower-level sponsorships while increasing participation in low-cost or no-cost community events through tabling or attendance.
Additional cost reductions were achieved in promotional items and branding, with OCPA utilizing existing branded materials and placing smaller, controlled orders to efficiently manage inventory.
Fiscal prudence also led to savings in minor expenses, such as office supplies and on-site event food, ensuring that resources were allocated efficiently.
Conversely, direct mail and printing costs increased due to additional mailer campaigns sent to 100% Renewable Choice customers in Irvine and Buena Park. These mailers were essential to ensuring customers were fully informed about changes to their energy plans following each city's default renewable energy adjustment.
General & Administrative (-$96k)
General & Administrative expenses cover essential business costs, including office rental, IT equipment and software, business insurance, bank fees, office supplies, and industry membership dues for the California Community Choice Association (CalCCA). These expenses also include discretionary spending on conferences, professional development, travel, and business meals, which have been closely managed to control costs.
As of June 30, 2025, OCPA has achieved $96k in savings through targeted cost mitigation efforts, primarily by reducing discretionary expenses while preserving critical business functions.
Key savings were realized by lowering spending on travel, professional development, and office-related costs. Professional development activities were streamlined to focus on essential learning opportunities, while major events—such as the OCPA Open House and Annual Strategic Planning meeting—were hosted in-house, significantly cutting venue expenses. Additionally, the 2025 CalCCA Annual Conference, held locally in Irvine, minimized travel and accommodation costs for OCPA staff.
Further cost reductions were achieved through strategic decisions, such as opting for cost-effective business meal alternatives, securing rental payment abatements for office space, and carefully reviewing industry memberships and subscriptions to eliminate non-essential costs. In IT, OCPA developed the first phase of its data analytics platform in-house, postponed non-critical software purchases, and avoided copier lease costs, ensuring resources were allocated efficiently. Some of these savings were partially offset by necessary investments in replacement laptops and equipment for new hires and existing staff.
While discretionary expenses were carefully controlled, certain unavoidable costs contributed to higher expenditures in key areas. Lease amortization costs increased due to accounting regulations, requiring the lease to be capitalized and amortized over its term. Higher bank service fees resulted from the full utilization of cash collateral instead of letters of credit, and building maintenance costs rose slightly due to the need for janitorial services in the new office.
OCPA Energy Programs Development Progress
OCPA is committed to developing energy programs that drive community reinvestment, helping households and businesses transition to cleaner energy solutions. These initiatives primarily target the transportation and building sectors, which are major contributors to greenhouse gas (GHG) emissions in Orange County.
With the expansion of internal staff in late 2024, OCPA has gained additional capacity to develop and implement community programs for the remainder of the fiscal year. As part of these efforts, OCPA is actively developing the Community Power Plan (CPP) to guide future program launches, while also implementing interim programs that provide immediate benefits to customers. As of June 30, 2025, total projected spending for energy programs is $592k.
Energy Programs Consulting and Administrative Costs ($364k) OCPA is making targeted investments in the CPP to shape the future of its energy programs. This includes consulting support for a Community Needs Assessment and three additional assessments focused on existing programs, operational alignment, and funding opportunities. Translation services ensure CPP materials are accessible to diverse communities.
To expand equitable access to energy-saving resources, OCPA operates an online Marketplace, offering discounts on energy-efficient and electric equipment for all customers. In the latter half of the year, OCPA will increase its investment by providing free and low-cost Emergency Preparedness and Energy Efficiency kits, primarily for CARE/FERA2 customers. Direct mail promotions support outreach efforts, including a Google Nest thermostat rebate, encouraging customers to balance energy demand and improve efficiency.
Incentive Programs and Grant Initiatives ($228k)
OCPA maintains an Incentive Finder platform, helping customers access local, state, and federal rebates and identify energy efficiency incentives tailored to their needs.
To support sustainable transportation, OCPA is developing an EV charging program for member cities, with completion targeted for December 2025. Additionally, OCPA plans to partner with Orange County Transportation Authority (OCTA) to offer e-bike safety training, promoting safe and eco-friendly transportation alternatives.
Through the annual Bright Futures Grant, OCPA provides funding for community organizations focused on clean energy and sustainability initiatives.
OCPA will also support its first statewide, California Energy Commission-funded program in the latter half of the year. The Equitable Building Decarbonization Direct Install (EBD-DI) Program offers free energy-efficient upgrades to low- and middle-income households in communities of concern. OCPA has been awarded $771k to implement this initiative. As of June 30, 2025, OCPA will receive $12k in grant income to reimburse labor and fringe benefit expenses associated with program setup and promotion.
Other Uses and Non-Operating Expenses
Capital Outlay (-$6k)
OCPA's capital expenditure budget is allocated to new office renovations, ensuring a secure, well-equipped, and functional workspace that enhances operational efficiency and supports long-term organizational needs.
Interest and Finance Costs (+$244k)
Interest expenses include $261k in accrued interest on the $7.5 million loan from the City of Irvine and an imputed interest expense of $54k related to OCPA’s office rental lease. The lease interest is calculated in accordance with Governmental Accounting Standards Board (GASB) 87 Leases accounting rules, which require the net present value to be capitalized and amortized over its term.
The primary driver of the $244k increase in interest expense is the timing of interest accruals on the City of Irvine loan.
2 CARE (California Alternate Rates for Energy) and FERA (Family Electric Rate Assistance) are SCE discount programs for income-qualified customers. CARE provides a 30-35% discount for low-income households, while FERA offers an 18% discount for households with three or more people who meet slightly higher income limits.
Both programs help reduce energy costs for low- to moderate-income families in SCE’s service territory. OCPA customers remain eligible for enrollment in the CARE/FERA programs and can continue receiving these discounts.
FISCAL IMPACT
In its second full year of operations, the proposed FY 2024-25 Mid-Year Operating Budget Amendment highlights OCPA’s commitment to shielding customers from rate shocks while navigating rising energy costs. This budget reflects a strategic balance between financial prudence and affordability, ensuring continued stability despite industry-wide challenges.
The budget projects net revenues of $316.4 million and total operating and non-operating expenses of $299.4 million, resulting in a $17 million contribution to reserves. With this contribution, OCPA’s operating reserve is expected to reach $62 million, equivalent to 21% of total budgetary operating expenditures—a critical safeguard for financial resilience.
The amended budget aligns revenues with the 2025 rate design approved by the Board on January 22, 2025, which takes effect on February 10, 2025. At the same time, staff has prioritized strategic cost reductions to ease financial pressures. By streamlining discretionary spending, OCPA has identified $3 million or 18.4% in savings on non-energy operating expenses, reinforcing its commitment to responsible fiscal management while minimizing the burden on customers.
Despite these challenges, OCPA remains financially resilient, carefully balancing affordability with long-term sustainability. Through prudent financial oversight and strategic planning, OCPA continues to provide reliable, cost-effective energy to the communities it serves, reinforcing its role as a trusted energy provider.
ATTACHMENT
1. Proposed Fiscal Year 2024-25 Mid-Year Operating Budget Amendment Proposed FY 2024/25 Mid-Year Operating Budget Amendment ($ in thousands)
Period Ending Jun 30
Approved
Budget
FY 2024/25 % of Rev
Mid-Year
Budget
FY 2024/25 % of Rev
Change
$ Change %
REVENUE AND OTHER SOURCES
Revenue - Electricity Base 283,591 252,312
Revenue - Smart Choice Premium 4,797 5,931
Revenue - 100% Renewable Premium 20,364 13,411
Less: Uncollectible Accounts (5,403) (4,754) (36,448) (12.0%) Revenue deferral 0 45,000 45,000 0.0%
Net Revenue - Electricity 303,349 99.2% 311,900 98.6% 8,552 2.8% Investment and Miscellaneous Income 2,400 0.8% 4,499 1.4% 2,099 87.5% Total Net Revenue and Other Sources 305,749 100.0% 316,399 100.0% 10,651 3.5%
EXPENDITURES AND OTHER USES
CURRENT EXPENDITURES
Cost of Energy 272,532 89.1% 285,539 90.2% 13,007 4.8%
Data Manager 1,960 0.6% 1,850 0.6% (110) (5.6%)
Utilities Service Fees 563 0.2% 572 0.2% 9 1.6%
Staffing Costs 6,719 2.2% 4,738 1.5% (1,980) (29.5%)
Contract Services 1,614 0.5% 1,610 0.5% (4) (0.2%)
Legal Services 711 0.2% 596 0.2% (115) (16.1%)
Marketing and Outreach 2,055 0.7% 1,794 0.6% (261) (12.7%) Other G&A 1,525 0.5% 1,429 0.5% (96) (6.3%)
Energy Programs 1,000 0.3% 592 0.2% (408) (40.8%)
288,678 94.4% 298,721 94.4% 10,043 3.5%
OTHER USES
Capital Outlay 382 0.1% 377 0.1% (6) (1.4%)
Total Other Uses 382 0.1% 377 0.1% (6) (1.4%)
DEBT SERVICE
Interest costs - nonoperating 72 0.0% 315 0.1% 244 338.7% Finance costs - Principal 0 0.0% 0 0.0% 0 0.0%
Total Expenditures and Other Uses 289,132 94.6% 299,413 94.6% 10,281 3.6% Net Income (Surplus/Deficit) 16,616 5.4% 16,986 5.4% 370 2.2% Key Statistics:
Total Load (MWh) - Retail 2,112,432 2,181,527
$/MWh - Net Electricity Sales $ 143.60 $ 122.35
Total Load (MWh) - Wholesale 2,239,178 2,312,419
$/MWh - Cost of Energy $ 121.71 $ 123.48
Net Margin ($) 16,616 16,986
Net Margin % 5.4% 5.4%
* Climate Action and Adaptation Plan (CAAP) Update slide presentation page 3, City Council presentation June 11, 2024,
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.3
--------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Louis Ting, Director of Power Resources
Approved By: Joe Mosca, Chief Executive Officer
Subject: LOCAL GENERATION – SOLAR PROJECTS AT THE GREAT PARK IN
THE CITY OF IRVINE
Date: March 10, 2025
---------------------------------------------------------------------------------------------------------------------
RECOMMENDED ACTION
Receive and file.
BACKGROUND
Moving toward a more sustainable electric grid with local energy generation is paramount. This objective is part of OCPA’s Strategic Plan that our Board of Directors approved on June 18, 2024.
With the efforts to achieve higher renewable energy procurements to meet the state’s requirements for Renewable Portfolio Standards and the priorities and preferences of our member cities, a balanced renewable energy procurement approach between the wholesale market and the retail customer’s energy generation must be carefully considered to ensure local-generation project's success. With various programs and initiatives, from the state’s grant fundings through the incumbent utilities to individual load-serving entities’ rate designs, appropriate program constructs and contract frameworks will turn local generation potentials into reality. The California Public Utilities Commission authorized $200 million budget in 2021 to fund clean energy microgrids through the Microgrid Incentive Program (MIP). The MIP will support the critical electricity loads of vulnerable communities impacted by grid outages and test new technologies or regulatory approaches to inform future actions. The main criteria, as outlined in the MIP, include CalEnviroScreen scores of 70+, publicly available infrastructure with critical electricity loads, and others that the microgrid can bring benefits to the community. OCPA staff has engaged with MIP experts and will coordinate with our Member Cities to determine the best candidates for the MIP.
With significant local renewable energy generation potentials within the City of Irvine (City), the Great Park proper, OCPA engaged with the City to determine the pathways to partnership. As part of Irvine’s Climate Action and Adaptation Plan, the implementation strategies include “distributed energy resources (electric vehicle infrastructure needs and renewable energy/energy storage projects)”*. From Irvine’s solicitation process for solar energy system development at the Great Park, City staff informed OCPA that alternative rate designs would be required to maximize solar installation at the Great Park. With the City’s analysis referencing the incumbent utility’s rate program designed for municipal and other governmental entities such as universities, OCPA developed a Net Energy Meter Aggregation (NEMA) rate design to effectuate a more favorable return on investment. Benefits include available bill credits from the excess energy generated from the City-owned solar at the Great Park to offset other City accounts where the potential to install distributed energy systems is limited or not feasible. Additional considerations for a long-term power purchase agreement will have to be developed with further analysis and solar project development by the City. The attached presentation provides the overview and details of the NEMA rate program compared with the incumbent utility’s offering.
FISCAL IMPACT
None. As the NEMA rate program and the power purchase agreement are under development, OCPA, in collaboration with the City, will encumber to develop the program to be mutually beneficial with long-term benefits for both parties.
ATTACHMENT
1. Presentation: Local Generation – Solar Projects at the Great Park Local Generation – Solar Projects at the Great Park
March 2025
Over 10 MW of Solar Capacity Potential – Capable of Powering 3,000 Homes* Per Year Local Generation – Great Park Solar Projects
*Estimated based on 21% capacity factor and average CA Household Electricity Consumption from https://seia.org/whats-in-a-megawatt/ • City of Irvine and OCPA
shared solar potentials at
the Great Park
• Rate comparison studies
performed
• City of Irvine and OCPA
discussions – OCPA Net
Energy Metering A
(NEMA) Rates for Solar
• Develop Agreement
framework for long-term
Solar resource
OCPA Special NEMA Rate Program with NEM 2.0 Benefits
Irvine Great Park Solar Project
* No capacity limit for the generating facilities until all benefiting accounts reach 100% renewable generation to serve the total annual load. • OCPA staff is collaborating with the City of Irvine’s sustainability team to develop a tailor-made Net Energy Metering Aggregation (NEMA) rate program with NEM 2.0-type benefits to incentivize onsite renewable energy self-generation for the Great Park project. • OCPA’s Special NEMA Rate Program offers flexible enrollment and no capacity restrictions. Customers can enroll from both TOU and non-TOU accounts with no limit on the number of benefitting accounts, and OCPA places no capacity limit on generating facilities.
• In contrast, SCE’s Renewable Energy Self-Generation Bill Credit Transfer (RES-BCT) Rate Program, imposes stricter restrictions on both customer enrollment and generation capacity. As a result, SCE’s RES-BCT provides lower savings, making it less financially viable for large-scale renewable energy projects, such as the Irvine Great Park Solar Project.
Irvine Great Park Solar Project
OCPA Special
NEMA Rate Program w/ NEM 2.0 Benefits
SCE Existing
RES-BCT Rate Program
Enrollment – Eligibility All TOU & Non-TOU accounts Only TOU accounts Enrollment – Number of Accounts No limit Limited to 50 accounts Capacity Limit No cap* 5 MW cap
Generating Facility Location Flexible (within or near Great Park) Rigid (must be within Great Park) Return on Investment (ROI) Faster ROI due to broader eligibility and flexible siting Slower ROI due to limited eligibility and location constraints Energy Cost Savings Higher savings due to broader eligibility and flexible generating location
Limited savings due to restricted eligibility and rigid generating location
Q&A
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 9
--------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Joe Mosca, Chief Executive Officer
Subject: CHIEF EXECUTIVE OFFICER’S REPORT
Date: March 10, 2025
--------------------------------------------------------------------------------------------------------------------- Irvine Basic Choice Notification Mailer #2 (Change in Default Product) This notice is for Irvine default product customers who seamlessly transitioned to Basic Choice on their February meter read date. This communication is intentionally smaller, postcard-sized, with less text than the first 8½ x 11 mailer from January. The mailer is attached for your reference.
The second direct mail piece for all Irvine default product customers will be mailed out in three (3) batches beginning on March 3. The second and third batches will occur on March 5 and 7.
Batching the notices optimizes staff availability for prompt support. Our communications and external affairs staff are available to support all customers. For example, OCPA staff supported Irvine-based companies who reached out to ensure they would remain in 100% Renewable Choice to continue working toward corporate Environmental, Social, and Governance goals. The team was available to talk to representatives and ensure customer goals were met. 2025 Strategic Plan Workshop – Coming March 21st
Preparations for OCPA’s annual Strategic Plan continue. The workshop will be held on March 21 at 8:30 am. We have opted to host the workshop at our OCPA headquarters and have our Senior HR Analyst, Gabriele Friedman, facilitate the discussion. In addition to the cost savings, this will allow for an intimate and focused discussion. Our goal is to maximize the impact of the group’s time while keeping the agenda dynamic and engaging.
Board members should expect a couple of emails related to the workshop, including contextual and historical information that will be helpful to review before the workshop. In the morning, we will identify and prioritize discussions for the day. Then, senior staff will also present key high-level themes for their respective. The discussions throughout the day will inform the updates presented to the board at the following Board meeting in April.
If you have any ideas or suggestions that you would like considered for the workshop, please send them my way, and I will work with staff to incorporate them CalCCA Conference Activities
Our industry association’s annual conference will be held in Irvine at the Hyatt Regency from April 28 to April 30 this year. One of OCPA’s proposals for a breakout session was selected, titled “Supercharging Local Electric Transportation,” staff are working on coordinating this breakout discussion and looking for other ways to showcase OCPA, our member cities, and Board members.
Please contact me if you are interested in attending so we can coordinate your registration.
SCE March 2025 Rates Update
On February 26, 2025, SCE requested permission to adjust various components of its revenue requirement and rates, effective March 1, 2025. The revenue requirement will decrease by approximately $161 million compared to January 1, 2025. The rate changes primarily affect the Transmission and Delivery (T&D) portion by removing amortization of previously authorized operation and maintenance expenses from 2021 and incremental uncollectible expenses from 2020. Additionally, SCE is adjusting the time-of-use (TOU) differentials in the generation portion of residential default TOU rates. The T&D rate changes have minimal customer impact, with a typical residential customer seeing just over a $1 monthly bill decrease.
Staff will update OCPA’s February 2025 rate schedules and coordinate with Calpine to implement the new rates, which will take effect during the week of March 24, 2025.
Senate Bill 540 – Pathways Initiative
On February 20, Senator Becker introduced legislation to move forward the Pathways Initiative.
SB 540 bill allows the CAISO to implement the Pathways Initiative. The Pathways Initiative would create a Regional Organization, allowing the CAISO and California utilities to tap into a wider market of electricity resources. Studies have shown that this would create cost savings, enhanced grid reliability, and reduced air pollution. I've attached the SB 540 Factsheet.
Election of Community Advisory Committee (CAC) Chair
At the February CAC meeting, which immediately followed the Board of Directors meeting, the CAC elected its chair and vice chair. The committee selected Dominic Bendinelli, a member at large, as the Chair. Chair Bendinelli has an impressive science and sustainability background. He is a NASA Jet Propulsion Laboratory Analyst and Citizens’ Climate Lobby Volunteer.
Members Shanin Ziemer from Buena Park and Melisa Masri from Irvine will serve as the first and second vice chairs. OCPA is grateful to have both returning and new members of the CAC. Their guidance will help inform the future of customer programs at OCPA as we continue to grow our offerings.
Communications & External Affairs Updates
Student Sponsorship Opportunities for OC Students
The CalCCA conference is just around the corner, and local students are welcome to apply for a scholarship to attend for free. The sponsorship seeks to provide students enrolled in Orange County colleges with career development activities and professional networking opportunities in the energy sector.
I've attached a promotional flyer that OCPA shares with higher learning contacts. Please share it with your communities and let us know how we might successfully spread the word with your constituencies. We are also exploring other opportunities to incorporate our member agencies, board members, and local stakeholders.
Communications
OCPA has updated its primary logo with a tagline to reflect a tagline of “Your Clean Energy Choice” to describe OCPA's work better.
The 110+ Picturing a Better Tomorrow art contest entries have been organized. Entries were submitted from all five member cities, and attached is a visual of the breadth of entries we received. Our next step is selecting winners, which will be done at random, and sharing the great news on social media. We aim to interview the winners to hear how they picture a better tomorrow and do a positive press release and blog post.
Community Engagement
OCPA sponsored an active transportation event hosted by North Orange County Active Transportation, “Strong Towns OC.” There were approximately 60 attendees, including Buena Park, Irvine, and Fullerton residents, as well as Santa Ana, Costa Mesa, Newport Beach, Placentia, and Yorba Linda. Speakers emphasized the “Strong Towns” model, which supports economic growth and safe, walkable streets. OCPA supports the #OCSolar taskforce team co-led by Tara Tisopolos at the County.
OCPA is helping promote solar/microgrid opportunities for affordability and resilience in commercial/multifamily/municipal or neighborhood clusters, highlighting costs, benefits, and funding opportunities.
We are currently coordinating community pop-up events in our member cities to provide an opportunity to connect, provide information on OCPA, and answer questions. Thus far, we have identified the Fullerton Community Center, the Lakeview Senior Center in Irvine, and the Ehlers Senior Center in Buena Park as locations to research for March-April. OCPA staff attended the Sustain SoCal Sustainable Communities event, where Director of Power Resources Louis Ting spoke on a panel discussion about how to scale community microgrid technologies. OCPA also sponsored a post-event reception where staff engaged with attendees from cleantech businesses, municipalities, and building efficiency organizations interested in emergency preparedness and resilience planning OCPA’s membership with the Black Chamber of Commerce included attendance at last week’s annual Black Chamber Future Leaders luncheon. OCPA staff attended and connected with school board members from the City of Orange and CSU Fullerton President Dr. Rishon – sharing the CalCCA student scholarship opportunity and OCPA’s Internship openings.
OCPA also attended the Irvine Chamber’s Annual Members meeting, the OC Public Affairs Association’s State of the County luncheon featuring OC Board of Supervisors’ Doug Chaffee, and the OC Forum’s Meet the New Congressman event with Derek Tran and Dave Min.
External Affairs
We are planning for our 2025 Local, State, and Federal Staffers Luncheon on Tuesday, March 25th at the OCPA offices from 11:30 am – 1:00 pm. This is our third staffers luncheon after two growing audiences from our previous events. We are working on the invite that will be distributed via email and in person to the staff of state, federal, and local city representatives. If you want to mark your calendar, OCPA Board members will also be invited to attend.
I met with new Fullerton City Council member Jamie Valencia, who was very interested in OCPA and excited to learn more. We will follow up to see if we can help her plan a community event that aligns with OCPA’s goal of doing pop-up events in member cities to engage with the community.
OCPA attended the Orange County Business Council Annual Dinner and Board Installation, where we connected with numerous community stakeholders to continue fostering relationships across the County. Among our conversations were the head of the Hispanic Chamber, the Mayor of Yorba Linda, the President of the Newport Beach Chamber of Commerce, OCPA grant recipients, the Girl Scouts of OC, and the Dragon Kim Foundation.
OCPA attended the North Orange County Chamber of Commerce business mixer in Buena Park, where we engaged with staff and elected officials from Buena Park, Stanton, and Brea. We also connected with business representatives, including Noresco, a company specializing in energy solutions and infrastructure. Noresco expressed strong interest in collaborating with OCPA, particularly in energy efficiency, sustainability, and potential projects that align with both organizations’ goals. Further discussions are expected to explore partnership opportunities.
Customer Programs
The official launch of the Community Power Plan Community Needs Assessment survey will be this coming Monday. I've attached the flyer promoting the survey, which has a link to our temporary landing page with nine language translations. A more formal landing page is being designed now and will include FAQs. The Customer Programs team will participate in the planned pop-up events in member cities to promote the survey and solicit feedback. OCPA will launch a program to provide free Marketplace kits for Emergency Preparedness and Energy Efficiency to OCPA CARE and FERA customers. We will also discount the kits on the Marketplace for any OCPA customer. More details are forthcoming. This program will likely launch in April/May.
Human Resources Updates
Recruitments
We are in the process of releasing the recruitments that will help build the Power Resources team.
Three (3) positions will work under Louis Ting, Director of Power Resources. The positions are:
• Trading Manager
• Risk Management Analyst
• Energy Contract and Compliance Analyst
We are currently recruiting for two (2) interns. One (1) will support Regulatory and legislative Affairs, and the second will support the Communications and External Affairs team.
Training & Development
Brown Bag Session on Resource Adequacy—Steven Halligan, Regulatory and legislative Manager, will present our next brown bag learning session. The presentation, "Legislation Unplugged—How State & Federal Policies Impact Us, " is scheduled for March 13. OCPA Safety Program—We are creating a broad safety program for the OCPA board and staff members that encompasses several elements. The first topic is “Disaster Preparedness with OCFA,” currently scheduled for May 19.
Employee Assistance Program Staff Development - This past month, staff participated in the "Bring More Positivity and Compassion to Each Day" training. The next session will be “Relaxation Techniques for Wellness and Stress Reduction.” Events & Stakeholder Outreach
The OCPA team has attended the following events and community meetings since our last Board meeting.
City Event & Meetings Date Time
Santa Ana Santa Ana Mayoral Prayer
Breakfast Tuesday, February 11, 2025 7:30 AM - 8:30 AM
Fountain Valley FV Chamber - GAC Meeting Thursday, February 13, 2025 8:30 AM - 9:30 AM
Irvine Irvine Chamber Business Advocacy
Series
Thursday, February 27,
2025 9:00 AM - 10:30 AM
Buena Park Buena Park Collaborative Thursday, February 13, 2025 10:00 AM - 11:30 AM
Irvine Orange County Green Building
Mixer
Thursday, February 13,
2025 5:00 PM - 7:00 PM
Fountain Valley Network @ Night Thursday, February 13,
2025 5:00 PM - 7:00 PM
Regional VFW Veterans Valentines Dinner Friday, February 14, 2025 5:00 PM - 6:00 PM Regional Black Chamber Future Leaders
Luncheon
Thursday, February 20,
2025 11:00 AM - 1:00 PM
Regional OCPAA 2025 State of the County Thursday, February 20, 2025 11:30 AM - 1:00 PM
Irvine Sustain SoCal Sustainable
Communities - Irvine
Thursday, February 20,
2025 1:00 PM - 7:00 PM
Regional Government Affairs and Friends
Happy Hour
Thursday, February 20,
2025 4:00 PM - 6:00 PM
Regional OC Forum || Meet the New
Congressmen Friday, February 21, 2025 TBD
Regional OCBC Annual Dinner Thursday, February 27,
2025 5:00 PM - 8:00 PM
Fullerton Strong Towns OC (North OC) Thursday, February 27, 2025 6:00 PM - 8:00 PM
Carlsbad Bay.Wa ROCC Tour Tuesday, March 4, 2025 1:00 PM - 2:30 PM Irvine Bike Listening Session Wednesday, March 5, 2025 5:30 PM - 6:30 PM Fountain Valley The 2025 State of the City Thursday, March 6, 2025 11:30 AM - 2:00 PM Laguna Niguel Meet the Mayors Friday, March 7, 2025 8:30 AM - 10:00 AM We are looking forward to many opportunities to engage with the community and key stakeholders, including:
City Event & Meetings Date Time
Irvine Irvine State of the City Tuesday, March 11, 2025 4:30 PM - 6:30 PM Fountain Valley Fountain Valley Rotary - OCPA
Presentation Tuesday, March 11, 2025 5:30 PM - 6:00 PM
Regional OC Cal Cities Meeting Thursday, March 13, 2025 5:30 PM - 6:30 PM Buena Park BP Community Academy Monday, March 17, 2025 6:00 PM - 7:00 PM Irvine OCPA Staffers Luncheon Tuesday, March 25, 2025 11:30 AM - 1:00 PM Regional Arab American Business Chamber
Event Saturday, April 5, 2025 TBD
Stanton Stanton Feasibility Presentation Tuesday, April 8, 2025 5:00 PM - 8:00 PM Attachments:
A) Non-Power Supply Contracts In Excess of $50,000 to Under $100,000 B) Irvine Basic Choice Notification Mailer #2 (Change in Default Product) C) SB 540 Pathways Factsheet
D) 2025 CalCCA Conference Student Flyer
E) OCPA Community Power Plan Flyer
F) Results of “Picturing a Better Tomorrow” OCPA Art Contest Orange County Power Authority
Non Power Supply Contracts In Excess of $50,000 to Under $100,000 Item No Vendor Term Contract Amount Brief Service Description Remark None
P.O. Box 54283
Irvine, CA 92619-4283
The Orange County Power Authority (OCPA) is developing a long-term plan for new energy and cost-saving programs – and it starts with learning what our communities need.
The Community Power Plan will:
• Identify community energy needs and priorities, like affordable ways to cool homes during heat waves
• Develop an action plan to address these priorities through new program offerings and partnerships with locally run programs We want your input.
Take the survey today and be entered into a
drawing for a chance to win a $250 gift card!
Scan the QR code or visit ocpower.org/future-programs/.
Thank you for supporting the renewable energy movement.
OCPA is proud to be your renewable energy provider.
Help Shape the Future
of Energy Programs.
Take the Survey Today!
Your renewable energy plan changed
in February 2025
If you were previously enrolled in OCPA’s 100% Renewable Choice energy plan, your plan was changed to Basic
Choice beginning in February 2025 on your regular meter read date. The Basic Choice plan provides 47% renewable energy - and it costs 3% less than Southern California
Edison’s equivalent generation rate. It continues to help achieve climate goals AND provides you with cost savings! How this change affects former Irvine
100% Renewable Choice customers
• In February 2025, Irvine customers enrolled in the
100% Renewable Choice plan were seamlessly
transitioned to the Basic Choice plan on their regular
meter read date.
• Customers already enrolled in the Basic Choice or
Smart Choice plan did not experience a change, and
remained with their current renewable energy plan.
• Throughout this transition, customers remained on
their current rate schedule, subject to the rates and
terms of OCPA.
Irvine is leading the clean energy movement by partnering with Buena Park, Fullerton, and Fountain Valley to support renewable energy Basic Choice Plan
2025 Energy Mix
Costs 3% less than SCE's
equivalent generation rate
47%
RENEWABLE
ENERGY
Smart Choice Plan
2025 Energy Mix
+$.01/kWh
more than Basic Choice
100% Renewable Choice Plan
+$.015/kWh
more than Basic Choice
100%
RENEWABLE
ENERGY
55%
RENEWABLE
ENERGY
40% CARBON-FREE
ENERGY
Want to stay at 100% renewable energy?
Great news! Customers can stay enrolled in the 100% Renewable Choice plan by contacting OCPA’s customer support team– at (866) 262-7693 or [email protected].
SB 540 - Pathways Initiative
SUMMARY
SB 540 provides the California Independent
System Operator (CAISO) the authority
necessary to implement the Pathways Initiative
Proposal if it determines an independent regional
organization (RO) meets specific requirements.
The bill allows CAISO to tap into a wider
market of electricity resources which studies
have shown stand to provide significant benefits
to Californians including cost savings, enhanced
grid reliability, and reduced air pollution.
While prior attempts to create a wider regional
market have failed out of concerns that
California would lose control over its
environmental policies, SB 540 enables an
innovative approach that would secure the gains
of an expanded market while protecting
California’s ability to set and enforce its own
procurement, environmental, reliability, and
other public policies.
PROBLEM
For many years, California’s energy regulators
have explored how they could optimize
available energy supplies across other western
states to expand our energy markets and enable
an affordable, clean, and reliable grid.
Studies have shown that there are significant
benefits for California in an expanded energy
market. For example, a Stanford Woods Institute
(2024) study found that an expanded market
would relieve strain on the electric grid during
extreme heat events–in an expanded market
scenario the grid was strained 40% fewer hours.
1 A study commissioned by the California Energy
Commission (CEC) found that under an
expanded market, California would save nearly
$800 million per year and gas generation would
fall by 31%, moving us closer to our 100% clean
1 Stanford Woods Institute: “Grid Regionalization in
the West”
energy goals while reducing air pollution.
2 However, these benefits only materialize if
other states want to join the regional market, a
market they are wary of if it’s solely under
California’s control.
Several different proposals, that would reassure
other Western states of California’s willingness
to work jointly, have made their way before the
Legislature. Most recently, AB 538 (Holden,
2023) would have transformed CAISO into a
regional transmission organization (RTO).
However, these previous efforts have failed over
reasonable concerns about losing control of the
state’s critical public policies.
The Pathways Proposal offers a way to solve
these problems. Instead of creating an RTO, the
Pathways Proposal creates an RO that only
governs the market rules for energy markets
while retaining CAISO’s role as a
California-governed balancing authority so that
California and CAISO retain control over
procurement, environmental, reliability, and
other public policies.
CURRENT LAW
Existing law enables CAISO to, and instructs
how it will, manage the transmission grid and
related energy markets. It requires, among other
things, that CAISO manage those markets in a
manner that maximizes efficiency, reduces costs
to consumers, protects public health and the
environment, and ensures reliability. However,
additional authority is required in order for
CAISO and California utilities to use energy
markets overseen by an RO as proposed by the
Pathways Initiative.
THIS BILL
SB 540 enables the CAISO and California
utilities to participate in energy markets
governed by a separate, independent regional
2 Brattle: “Preliminary Day-Ahead Market Impacts
Study”
Last Updated 02/20/2025
organization. If the RO meets specific criteria,
CAISO would be authorized to enact a
resolution allowing the RO’s rules to govern
CAISO’s energy markets. The CAISO would
continue to be the operator of the energy
markets.
SB 540 does not transfer authority for
transmission planning, transmission cost
allocation, balancing authority functions, or
reliability coordination–this authority would
remain with the existing CAISO board structure.
The bill also does not immediately authorize
utilities to enter a market governed by an RO,
CAISO must first demonstrate the RO meets a
number of statutory requirements before moving
control of the market rules to the RO including:
confirming that California regulatory agencies
and CAISO retain control over Renewables
Portfolio Standard requirements, climate policy,
other procurement requirements, transmission
planning, CAISO’s interconnection queue, and
resource adequacy requirements; requiring that
the RO provides a procedure for withdrawal
from the market, should it no longer benefit
California to participate; maintaining the
capability to operate its own market, should
California decide to withdraw from the RO;
ensuring the RO is obligated to make decisions
in an open process; making funding available
for consumer advocates to engage in the process,
and more.
The expanded market that SB 540 would enable
will save ratepayers money, improve grid
reliability, and reduce air pollution from power
plants in California by:
1) Optimizing the use of generation, storage and
transmission resources.
2) Securing California’s ability to export excess
renewables rather than curtailing them and
importing them from other states when
available.
3) Allowing California to draw upon a wider set
of Western renewable resources when our grid is
stressed.
4) Making less use of back-up diesel generators
and the oldest, dirtiest gas plants during system
peaks.
SB 540 will ensure that we reach our climate
goals in the most cost-effective and reliable
manner possible by tapping into a much wider
set of Western resources–lowering energy bills,
improving grid reliability, and reducing
pollution in front-line communities, while also
retaining control of our procurement,
environmental, reliability, and other public
policies.
SUPPORT
Coalition of California Utility Employees
(co-sponsor)
State Association of Electrical Workers
(co-sponsor)
Environmental Defense Fund (co-sponsor)
Natural Resources Defense Council (co-sponsor)
American Clean Power–California
California Community Choice Association
California Environmental Voters
Clean Energy Buyers Association
Pattern Energy
Peninsula Clean Energy
FOR MORE INFORMATION
Erika Romero
Policy Analyst
[email protected]
Last Updated 02/20/2025
STUDENT
SPONSORSHIP
The California Community Choice
Association (CalCCA) is searching for local
students* to attend the 2025 CalCCA
Annual Conference. The sponsorship seeks
to provide students enrolled in Orange
County colleges with career development
activities and professional networking
opportunities in the energy sector.
SPONSORSHIP INCLUDES
Conference Registration
Admission to panels, workshops and
networking sessions
Meals
April
29-30
Irvine,
CA
ELIGIBILITY
LEARN MORE
www.cal-cca.org/2025-annual-conference
APPLY AT
Interest in clean energy
At least 18 years old
Full-time college student
Completed application
https://forms.office.com/r/XqbttFWPWm
* Scholarships are limited. Students will be selected based on eligibility and application criteria.
SCAN ME
This Community Power Plan will:
We want your input!
Identify community energy needs and
priorities, like affordable ways to cool
homes during heat waves
Develop an action plan to address these priorities
over time through new program offerings and
partnerships with locally run programs
Quick digital surveys
Community events
Roundtable discussions
Understanding the needs of our communities is an
essential part of developing a Community Power
Plan. OCPA is gathering feedback from residents
and businesses in multiple ways, including:
Orange County Power Authority (OCPA) is a locally governed, not-for-profit Community Choice Aggregation (CCA) agency, also known as a community energy provider, that procures renewable energy on behalf of Orange County electricity customers.
OCPA serves Buena Park, Fullerton, and Irvine, and in 2026, will serve Fountain Valley. Learn more at ocpower.org.
The Orange County Power Authority (OCPA) is developing a long-term plan for new energy and cost-saving programs – informed by community input on local needs.
Help Shape
the Future
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