Resolution No. 2026-XX
Date Adopted: December 8, 2025
RESOLUTION NO. 2026-XX
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
ORANGE COUNTY POWER AUTHORITY ESTABLISHING
REGULAR MEETINGS OF THE BOARD OF DIRECTORS FOR
2026
A. Orange County Power Authority (“OCPA”) is a joint powers authority formed pursuant to the Joint Exercise of Powers Act (Cal. Gov. Code § 6500 et seq.), California Public Utilities Code § 366.2, and a Joint Powers Agreement effective on November 20, 2020.
B. The Ralph M. Brown Act (Cal. Gov. Code § 54950 et seq.) provides that the legislative body of each local agency shall provide, by ordinance, resolution, bylaws, or other rule, the time and place for holding its regular meetings.
C. The Board of Directors seeks to establish the time and meeting location for all regular meetings of the Board of Directors for the 2026 calendar year.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Orange County Power Authority Power as follows:
Section 1. For the 2026 calendar year, regular meetings of the Board of Directors shall take place on the dates set forth below and shall begin at 4:30 p.m. All regular meetings shall take place at 15310 Barranca Parkway, Suite 250, Irvine, CA 92618. OCPA’s meetings may be held fully or partially by videoconference or teleconference as authorized by applicable law.
Date Time Location
Monday, January 12, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Monday, February 9, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Monday, March 9, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Monday, April 13, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Monday, May 4, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Monday, June 8, 2026 4:30 p.m. 315310 Barranca Parkway, Suite 250, Irvine, CA 92618
Resolution No. 2026-XX
Date Adopted: December 8, 2025
Date Time Location
Monday, July 13, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
August 2026 No Meeting Dark No Meeting
Monday, September 14, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Monday, October 19, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Monday, November 9, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Monday, December 14, 2026 4:30 p.m. 15310 Barranca Parkway, Suite 250, Irvine, CA 92618
Section 2. The Board of Directors shall have the power to change the time or location of any regular meetings by amending or replacing this resolution, or cancel such meetings, or call special meetings with proper notice. Special and adjourned meetings of the Board of Directors may be called and held in the manner authorized by the Ralph M. Brown Act (Cal. Gov. Code § 54950 et seq.), as may be amended from time to time.
Section 3. This resolution shall take effect immediately upon its adoption.
PASSED AND ADOPTED at a meeting of the Board of Directors of the Orange County Power Authority held on December 8, 2025.
Lisette Chel Walker
Interim Board Secretary
Orange County Power Authority
Thurs & Mon Jan. 1 & 19 New Year's & MLK Monday Jan. 12 Tuesday Jan. 13 & 27 Tuesday Jan. 13 & 27 Tuesday Jan. 6 & 20 Tuesday Jan. 6 & 20 Monday Feb. 16 President's Day Monday Feb. 9 Tuesday Feb. 10 & 24 Tuesday Feb. 10 & 24 Tuesday Feb. 3 & 17 Tuesday Feb. 3 & 17Tuesday Mar. 31 Cesar Chavez Monday Mar. 9 Tuesday Mar. 10 & 24 Tuesday Mar. 10 & 24 Tuesday Mar. 3 & 17 Tuesday Mar. 3 & 17Monday Apr. None Monday Apr. 13 Tuesday Apr. 14 & 28 Tuesday Apr. 14 & 28 Tuesday Apr. 7 & 21 Tuesday Apr. 7 & 21Monday May 25 Memorial Monday May 4* Tuesday May 12 & 26 Tuesday May 12 & 26 Tuesday May 5 & 19 Tuesday May 5 & 19 Friday Jun. 19 Juneteenth Monday Jun. 8 Tuesday Jun. 9 & 23 Tuesday Jun. 9 & 23 Tuesday Jun. 2 & 16 Tuesday Jun. 2 & 16Saturday Jul. 4 Independence Monday Jul. 13 Tuesday Jul. 14 & 28 Tuesday Jul. 14 & 28 Tuesday Jul. 7 & 21 Tuesday Jul. 7 & 21August DARK DARK Monday DARK Tuesday Aug. 11 & 25 Tuesday Aug. 11 & 25 Tuesday Aug. 4 & 18 Tuesday Aug. 4 & 18 Monday Sep. 7 Labor Monday Sep. 14 Tuesday Sep. 8 & 22 Tuesday Sep. 8 & 22 Tuesday Sep. 1 & 15 Tuesday Sep. 1 & 15Monday Oct. 12 Columbus Monday Oct. 19 Tuesday Oct. 13 & 27 Tuesday Oct. 13 & 27 Tuesday Oct. 6 & 20 Tuesday Oct. 6 & 20Wed-Thu-Fri Nov. 11 & 26-27 Veterans & Thanksgiving Monday Nov. 9 Tuesday Nov. 10 & 24 Tuesday Nov. 10 & 24 Tuesday Nov. 3 & 17 Tuesday Nov. 3 & 17Friday Dec. 25 Christmas Monday Dec. 14 Tuesday Dec. 8 & 22 Tuesday Dec. 8 & 22 Tuesday Dec. 1 & 15 Tuesday Dec. 1 & 15
OCPA BOARD OF DIRECTORS
2026 Meeting Dates
Holidays
OCPA
(4:30 p.m.)
2nd Mondays
Buena Park
(5:00 p.m.)
2nd & 4th Tuesdays
Irvine
(4:00 p.m.)
2nd & 4th Tuesday
Fullerton
(5:30 p.m.)
1st & 3rd Tuesdays
Fountain Valley
(6:00 p.m.)
1st & 3rd Tuesdays
*Moved to week prior due to conflict with Cal-CCA Conference.
ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.4
-------------------------------------------------------------------------------------------------------------------- To: Orange County Power Authority Board of Directors
From: Linda Kraemer, Community Engagement Manager
Jacquie Henderson, Director of Communications and External Affairs Approved By: Joe Mosca, Chief Executive Officer
Subject: PRESENTATION OF THE 2026 COMMUNITY ADVISORY COMMITTEE
DRAFT WORKPLAN
Date: December 8, 2025
--------------------------------------------------------------------------------------------------------------------
STRATEGIC GOALS
☒ Enrich & Grow the OCPA Community:
☐ Prioritize Fiscal Sustainability & Affordability:
☒ Design & Deploy Community-Aligned Customer Programs:
☐ Energize Our Community with Renewable Energy:
☒ Raise Awareness of Community Energy & Advocate for Our Customers:
☐ Not Applicable:
RECOMMENDED ACTION
Approve the Community Advisory Committee (CAC) 2026 Workplan.
BACKGROUND
Developing a workplan for the year helps focus the Community Advisory Committee’s (CAC) limited time and resources.
The CAC has grown and expanded along with the Orange County Power Authority (OCPA). CAC members have been active in member cities supporting events and outreach to customers, including contributions to OCPA customer communications. CAC members play a vital role in advising staff and board members on concerns of the communities they represent.
DISCUSSION/ANALYSIS
At the November 3, 2025 CAC Meeting, members gave input into development of a draft 2026 CAC Workplan through discussion and anticipation of 2026 community needs and priorities.
The CAC used the 2025 workplan as a model and made adjustments based on priority topics.
Staff took note of the input from the CAC along with OCPA staff suggestions, developed the 2026 plan, and brought it to the December meeting for final CAC recommendations prior to taking it to the Board of Directors for final approval.
The workplan can be adapted on a monthly basis when needed to accommodate priorities of the Board and CAC.
A copy of the 2026 Workplan Summary is attached for your reference.
FISCAL IMPACT
None
ATTACHMENT
Attachment A – 2026 CAC Draft Workplan.
OCPA Community Advisory Committee
Workplan for 2026
• January
o Update and refresh of OCPA Communications and Value Proposition o Discussion of Roles, Responsibilities, Helpful Information o Energy Insights (specific topic TBD based on OCPA priorities) o Overview of Community Outreach/Events
• February
o Brief Review of The Brown Act
o CAC Mission Statement
o 2026 Rate Design Discussion
o Strategic Planning Discussion
o Overview of Community Outreach/Events
• March
o Appointment of CAC Officers
o Energy Load and Time of Use
o Update on Customer Programs & Grant Recipient Program(s) o Overview of Community Outreach/Events
• April
o CCA Risk Management Insights
o Overview of CARE/FERA and (Bill Reduction Support)
o OCPA New Customer Launch Discussion
o Overview of Community Outreach/Events
• May
o Building Bridges & Learning How to Be Effective: A Visit from a CAC of another CCA
o Emerging CAC Topic
o Report and Discussion, 2026 CalCCA Annual Conference
o Overview of Community Outreach/Events
• June
o OCPA Strategic Plan Update & Mission Statement
o Energy Insights (specific topic TBD based on OCPA priorities) o Overview of Community Outreach/Events
OCPA Community Advisory Committee
Workplan for 2026 (continued)
• July
o Presentation on OCPA Budget FY2024/2025
o Update on Community Programs
o Overview of Community Outreach/Events
• August
o Youth & School Outreach Program, Cleantech Workshops
o Regulatory and Legislative Update
o Overview of Business/Customer Strategies and Programs o Overview of Community Outreach/Events
• September-Dark
• October
o CalCCA Presentation on CCAs in California
o Energy Topic – Power Content Label Review
o Overview of Community Outreach/Events
• November
o Discussion of 2027 CAC Workplan
o Emerging CCA Topic
o Overview of Community Outreach/Events
• December
o 2026 Regulatory and Legislative Affairs
o Update on Customer Programs
o Overview of Community Outreach/Events
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: December 8, 2025
--------------------------------------------------------------------------------------------------------------------- Irvine Capital Loan Early Repayment Progress
On October 13, 2025, the Board approved the early paydown of the Irvine Capital Loan in accordance with the recommended Option 1 repayment schedule. On November 5, staff successfully negotiated a reduction in the combined legal and bank fees from $15,000 to $12,500.
On November 10, staff received the fully executed Consent and Waiver Agreement from US Bank.
That same day, OCPA wired a total payment of $913,892.11 to the City of Irvine, consisting of $250,000 in principal and $663,892.11 in estimated accrued interest.
Staff will wire the next payment of $342,702.67 to the City of Irvine on March 31, 2026, including $250,000 in principal and $92,702.67 in estimated accrued interest.
As of January 1, 2027, total principal repayment will amount to $7,652,379.70, and total estimated accrued interest payments will total $1,031,595.53, resulting in combined principal and interest repayment of $8,683,975.23.
SCE 2026 Rates Outlook Update
On October 15, 2025, Southern California Edison (SCE) released its updated forecast for 2026 rates. This was the second in a planned series of updates, following the initial forecast issued in May 2025. SCE also announced that additional revisions would be released in mid-November and by the end of December before the CPUC adopts final rates. Because these updates incorporate new actual data and correct modeling issues, none of the numbers released to date can be considered final.
The October 2025 forecast represented a significant shift, showing unusually low bundled generation rates and sharply higher Power Charge Indifference Adjustment (PCIA) charges.
Market conditions played an important role, as prices for energy, Resource Adequacy, and Renewable Portfolio Standard products declined, reducing SCE’s projected bundled generation costs. Regulatory changes added further uncertainty. The CPUC’s Track I decision revised the RA Market Price Benchmark to a three-year historical average. This methodology change, driven by IOU advocacy to reshape PCIA mechanics, was intended to be temporary but has the effect of lowering bundled generation rates and substantially increasing PCIA for CCA customers.
Shortly after the October 2025 release, it became clear that SCE’s analysis contained errors. Within a week, CalCCA and SCE identified several modeling and accounting issues, including missing resources in SCE’s portfolio valuation and a misallocation of revenue between the PABA and ERRA balancing accounts for both bundled and departed customers. These issues also affected the 2024 and 2025 ERRA forecasts. In response, SCE issued an Amended 2026 ERRA Forecast in late October 2025, which reflected lower PCIA rates and very slightly lower bundled generation rates compared to the initial October release.
Revisions continued into November 2025. On November 17, 2025, SCE filed Advice Letter 5687- E to update its proposed 2026 rates using additional October actual data. According to CalCCA’s analysis, the adjustments from the amended October forecast were minimal. PCIA rates for Vintages 2021 through 2024 decreased by approximately $0.0004 per kWh, while bundled generation rates increased by about $0.001 per kWh. These changes were primarily driven by updated PABA year-end balances, including reductions in the Legacy UOG and 2021 vintage balances.
Although the November adjustments were small, the rate outlook is still evolving. SCE has already announced that another update will be issued by the end of December 2025, and that filing will determine the actual 2026 rates. Until SCE completes its full sequence of updates, both bundled generation rates and PCIA charges remain subject to change.
Revenue Deferral Transfer
As planned in the FY2025/26 Budget, OCPA will utilize the $45 million in previously deferred revenue from FY2023/24 - $15 million in FY2024/25 and $30 million in FY2025/26 - to help offset the anticipated revenue shortfall. This shortfall is primarily driven by the continuation of the 2024 rate design in 2025 and the City of Irvine’s shift from 100% Renewable Choice to Basic Choice. This strategic use of deferred revenue aligns with the Board-approved Rate Stabilization Policy and serves as a key financial tool to support long-term rate stability and affordability. By proactively reallocating these funds, OCPA strengthens its ability to manage financial risks, stabilize rates, and protect customers from market volatility. 2024 Power Content Label Mailer
OCPA distributed the Power Content Label (PCL) reflecting OCPA’s power mix and GHC emissions intensity related to our energy products to all customers this past month. Production of the mailer began shortly after the previous Board meeting with PCL mailers landing in mailboxes as early as Monday, November 24, 2025. The 2024 PCL mailer can be found on the website at https://www.ocpower.org/resources/key-documents/
Communications & External Affairs Updates
Communications
• The OCPA Community Advisory Committee has an opening for an at-large member, and our application was featured in this week’s Orange County Register Status Update column.
If you have any community members to recommend, please let me know or share the application and information with them directly. It is available on the CAC page of our website.
• The OCPA Battery Rebate Programs were featured on the Drive Clean website hosted by CARB. This program is also mentioned in the 2024 Power Content Label Mailer. • The Orange County Iranian American Chamber of Commerce is hosting an awards gala where OCPA will be awarded the Community Impact & Mobility Leadership Award.
They put out a press release that has been picked up in numerous publications, including the National Law Review
• The OCPA website has been updated to include a carousel at the top of the homepage that progresses through program offerings and the latest OCPA information.
Currently in the carousel are tiles featuring an overview of OCPA, our battery storage rebate program, the OCPA incentive finder, joining Green P100NEERs, and OCPA coming soon to Fountain Valley.
• We are currently reviewing our new customer enrollment letters that are sent to new customers when they begin electricity service in our member cities. We will be updating the language to make it more straightforward and visually appealing, using other CCA mailers as a reference.
• A news release has been added to the OCPA website highlighting the successful audit of OCPA’s FY24/25 financials.
• OCPA Community Engagement Manager Linda Kraemer was interviewed on the One World Podcast where she spoke about OCPA and highlighted our value proposition.
Community Engagement
• Staff met with the Facilities Director of Coast Community College District (CCCD) to discuss energy partnership opportunities in Fountain Valley. • As part of OCPA’s sponsorship of the Miss Fountain Valley scholarship competition, we provided a $750 scholarship in the form of the Stewardship Award. It recognizes an individual who exemplifies responsibility and commitment to making the world a better place.
• OCPA attended the Green California Schools & Higher Education Summit in Pasadena, where we were included in a panel featuring the Sustain OC Foundation and discussing their Sustainable Campus Challenge, which OCPA is sponsoring for 2025-2026. Staff attended the Campus Facilities Leadership Roundtable to learn about challenges and opportunities in implementing energy efficiency and decarbonization programs at college campuses, and attended a workshop by the California Environmental Literacy Initiative (CAELI), where we requested more information about resources and partnerships. • Staff met with the Nex-Gen Subcommittee of the Fullerton Collaborative, which is assisting the new youth commission to plan a youth government day and a youth summit.
The group is brainstorming ideas for the days, and we have suggested education around utilities and the work of OCPA to procure more renewable energy on behalf of customers. We will be following up to bring this idea to life. • Staff is also working with a trainer in the Coastline Community College Regional Occupation Program (ROP) that is teaching a climate/sustainability class. We have scheduled a class visit for January 7th.
• Staff attended the Sustain SoCal holiday party, where we networked with multiple local organizations and businesses. We spoke with members of County Waste Management and Irvine city staff member Ryan Tenney regarding the Mills dehydrator food compost machine and its incorporation into city departments, as well as the possibility of OCPA supporting it through education upon launch.
External Affairs
• On November 4, OCPA presented an overview to the Placentia City Council and received direction to request the city’s load data from SCE to produce a feasibility study. OCPA staff is in touch with City Staff to receive the proper documentation to move forward. • Staff attended the OCBC Government Affairs Committee meeting with guest speaker Senator Kelly Seyarto, OCBC’s Legislator of the Year. He spent a lot of time discussing statewide affordability challenges and regulatory pressures. • Staff connected with Seal Beach Councilmember Ben Wong for an introductory conversation. He provided insights into the City’s dynamics while being open to continuing the conversation around OCPA.
• Staff attended the Vision Makers breakfast hosted by the Santa Ana Chamber of Commerce, featuring OC Superintendent of Schools Dr. Stefan Bean. This event series provides a unique opportunity to learn about the speaker’s background to form a deeper relationship with them in the community. Staff spoke with Dr. Bean after and mentioned OCPA is working with the OC Board of Education to develop a curriculum around clean energy, which he encouraged. His Chief of Staff offered to make introductions as needed. • We attended the Veterans Day ceremony in the City of Fullerton, where we engaged with multiple city leaders.
• Staff also attended the OC Forum’s Signature Housing discussion. We connected with a stakeholder at the Building Owners and Managers Association (BOMA) and will continue building this relationship to help as we roll out more customer programs.
Customer Programs
• Community Power Plan: The final draft is complete and will be presented to the OCPA Community Advisory Committee at their December 1st meeting. o Community Power Plan pilot program: We are working on a direct-to-renter program that offers quick, plug-in electric replacements for gas equipment that do not require landlord approval.
• Equitable Building Decarbonization Direct Install Grant: LA County is working through the California Energy Commission to get approval for the formal launch of the program.
Staff have attended numerous onboarding calls and are working on securing a community outreach partner based on CBO proposals from an earlier RFQ. • Energy Efficiency Kits: Of the original 1,500 inventory, we have 25 kits left in the Marketplace. We will be removing this program promotion from the Marketplace and adding a “low inventory” notification to the landing page on the OCPA website. • Residential Battery Rebate Program: 35 applications have been approved for this program.
The PCL mailer promotes this program, so we anticipate another increase in applications before the end of the year.
• Calpine Community Benefits Grant: We received 19 applications, and review has begun.
We will be announcing the recipients in early 2026.
Human Resources Updates
Recruitment
• Power Portfolio Manager: The selected candidate has signed the offer, successfully cleared the background check, and is scheduled to start on December 1, 2025. • External Affairs Manager: The position remains open. The first round of panel interviews will resume in the new year.
• Data Analyst: Recruitment for this role will resume in the new year.
Events & Stakeholder Outreach
The OCPA team has attended the following events and community meetings since our last Board meeting.
City Event & Meetings Date Time
Fullerton Fullerton Collaborative Monday, November 10, 2025 2:00 PM - 3:30 PM Fullerton Veterans Day Ceremony Tuesday, November 11, 2025 10:30 AM - 12:30 PM Buena Park Buena Park Collaborative Thursday, November 13, 2025 10:00 AM - 12:00 PM Orange County
(All)
CA Green Schools and Higher Ed
Summit Thursday, November 13, 2025 9:00 AM - 2:00 PM
Fullerton ROAR Cultural Festival Thursday, November 13, 2025 12:00 PM - 8:00 PM Orange County
(All) Sustain SoCal Holiday Event Wednesday, November 19, 2025 5:30 PM - 7:30 PM Irvine Irvine Chamber of Commerce Aspire
Leadership Summit Thursday, November 20, 2025 8:30 AM - 12:00 PM Orange County
(All)
Filipino American Chamber of
Commerce - Gala and Awards Night Friday, November 21, 2025 6:00 PM - 11:00 PM Irvine Healthy for the Holidays Saturday, November 22, 2025 8:30 AM 3:30 PM Fullerton Tree Lighting Friday, December 5, 2025 5:00 PM - 9:00 PM Buena Park Christmas Tree Lighting Friday, December 5, 2025 6:00 PM - 8:00 PM Irvine Illuminate Irvine Saturday, December 6, 2025 3:00 PM - 7:00 PM Fountain Valley FV Annual Tree Lighting Saturday, December 6, 2025 4:30 PM - 8:00 PM Orange County
(All) Holiday Party - Yalda Theme Saturday, December 6, 2025 6:00 PM - 10:00 PM Fountain Valley Annual Member Meeting Monday, December 8, 2025 N/A We are looking forward to many opportunities to engage with the community and key stakeholders, including:
City Event & Meetings Date Time
Irvine
Fountain Valley Community
Foundation Holiday Decorating
Contest
Wednesday, December 10, 2025 N/A
Regional Orange County Board of Supervisors
Holiday Open House Wednesday, December 10, 2025 11:30 AM - 1:30 PM Orange County ACCOC Holiday Mixer Wednesday, December 10, 2025 5:30 PM - 8:30 PM Attachments:
Attachment A – Non-Power Supply Contracts In Excess of $50,000 to Under $100,000 Attachment B – OCPA Contract Tracker as of September 30, 2025 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 No. Vendor Start Date End Date NTE Amount Expenses recorded against contract
Amount for Work
Performed and
Invoiced but Not
Yet Paid
Remaining NTE
Amount
Notes Contract
Approved by the
Board?
Contract
Reported to the
Board?
RFP
to be Issued?
1 Best Best & Krieger 12/16/2020 See Notes See Notes 2,804,012.04 See Notes General Counsel, Financial & Power Procurement, Regulatory, Labor Related, and Special Legal Services. No NTE amount and contract end date. Costs are variable (time and materials).
Yes Yes RFP was issued on 2/24/2023 with one
proposal rec'd on 3/17/2023. Pending for
Board direction.
2 Calpine Energy Solutions 9/14/2021 9/13/2026 See Notes 6,306,784.89 See Notes Data Management & Call Center Services. NTE and Amount Paid depend on the number of active accounts during the month. Yes 3 Golden Communications 3/1/2024 2/28/2026 39,776.00 16,081.00 23,695.00 Digital Services - Strategic Marketing, Branding, Communications, and Public Education and Outreach Campaign/Program, Website Development Svc. Yes 4 Lakeview Business Center LLC (The Irvine Company) 2/19/2024 See Notes See Notes 245,941.32 See Notes New office lease 15310 Barranca Parkway, Irvine, CA 92618. The agreement was signed February 19, 2024 but the commencement date is approximately 22 weeks from that date. It is for 84 months (to end at the end of the month). The lease agreement does not have an NTE. The first 5 months are abated. Security deposit, 1st month rent and operating expense was paid in Apr-24.
Yes
5 Littler Mendelson P.C. 2/22/2024 12/31/2025 94,900.00 15,187.50 79,712.50 Labor and Employment Legal Services Yes 6 Maher Accountancy 1/1/2025 12/31/2025 280,500.00 199,198.23 81,301.77 Accounting Service and Annual Financial Audit Support. Contract has been extended for 2025 with a 4.66% increase in the NTE amount ($280,500). Yes Yes 7 Newgen Strategies & Solutions 7/19/2023 6/30/2026 495,750.00 237,166.54 258,583.46 Rates Strategies, Budget and Projection Modeling, and FP&A Services. Yes 8 Orange County Printing Company/ R.R. Donneylley
the DOT Corp.
We Mail For You
8/1/2025 7/31/2027 260,000.00 29,930.02 230,069.98 Print House Services and Promotional Services. Three new contracts effective Aug 2025 to Jul 2027, include the option for the CEO to extend each agreement for up to 3 additional one-year terms, subject to satisfactory performance.
Yes
9 Pacific Energy Advisors, Inc. 1/1/2025 12/31/2025 588,000.00 451,130.16 136,869.84 Portfolio Management Services; amended with 10% increased NTE for additional back-office support and feasibility study for potential new members. A new contract for 2025 with a NTE of $588k has been approved by the board on 11/25/2024.
Yes Yes
10 Sorren CPAs P.C. 8/1/2025 7/31/2028 91,200.00 6,080.00 85,120.00 3-Year External Financial Audit Services. Yes 11 Reveille, Inc. 7/1/2023 6/30/2026 3,999,686.00 2,756,422.43 1,243,263.57 Strategic Marketing and Branding Material, PR and Social Media Support Yes 12 SDI Presence LLC 4/1/2024 3/31/2026 387,636.00 105,251.81 282,384.19 Managed IT Support Yes 13 Southern California Edison 3/28/2021 See Notes See Notes 1,711,147.69 See Notes CCA Service Agreement. Contract term from 3/28/2021 to CCA termination date. Billing provided by SCE is set forth in SCE’s community choice aggregation tariff, as stated in SCE’s Electric Rule 23 and SCE’s rate schedules.
Yes
14 The Energy Authority 4/1/2022 9/3/2026 770,960.00 665,256.15 105,703.85 Scheduling Coordinator, Day Ahead Load Forecasting, and CRR Management Services. Full Service from Commencement Date to 9/3/2026. Amendment to add the load forecast service for $12,160.
Yes Yes
15 The Energy Federation/ AM Conservation 7/1/2023 6/30/2026 480,000.00 391,434.62 88,565.38 Online marketplace services for residential energy efficient products and smart home devices Yes 16 Amperon 5/1/2024 5/11/2026 122,000.00 106,500.00 15,500.00 Amendment to the long- and short-term load forecast services agreement for risk management: extends the term through 5/11/2026 and adds an NTE of $62,000. The amendment also provides an option to extend the agreement for one additional year, bringing the total NTE to $187,100.
Yes
17 Gofarth & Marti, DBA GM Business interiors, a Corporation 5/1/2024 4/30/2026 275,000.00 270,299.54 4,700.46 Furniture for OCPA's new office. The Board approved the contract on 04/30/2024. Amendment to add NTE of $25K in Aug 2024. Yes Yes 18 The Energy Coalition 9/17/2024 9/17/2026 500,000.00 226,119.70 273,880.30 Develop the Community Power Plan, technical assistance, grant and program support for OCPA's customer programs Yes Orange County Power Authority Contracts
As of September 30, 2025