Orange County Power Authority Board of Directors
May 7, 2026

AGENDA

ORANGE COUNTY POWER AUTHORITY

REGULAR MEETING OF THE BOARD OF DIRECTORS
Thursday, May 7, 2026
2:00 p.m.

This meeting will proceed as an in-person meeting at 15310 Barranca Parkway, Suite 250, Irvine, CA 92618, 303 W Commonwealth Ave., Fullerton, CA 92832 and 74-855 Country Club Drive, Palm Desert, CA 92260. 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 item 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:

Request to Speak: 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: 838 4646 3769

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 APRIL 13, 2026 Recommended Action:

Approve as submitted.

2. TREASURER’S REPORT
Recommended Action:

Receive and file.

3. LEGISLATIVE AND REGULATORY UPDATE
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. FISCAL YEAR 2026/2027 BUDGET FRAMEWORK
Recommended Action:

Receive and file.

2. APPROVE THIRD AMENDMENT TO REVEILLE, INC. CONTRACT
Recommended Action:

Authorize the CEO to execute an amendment to the agreement with Reveille, Inc. for communications, marketing, strategy, public engagement, digital, and graphic design services, effective from July 1, 2026, to June 30, 2027, and increasing the not-to-exceed amount by $920,000.

3. PUBLIC HEARING ON ORANGE COUNTY POWER AUTHORITY

VACANCIES, RECRUITMENT, AND RETENTION EFFORTS PURSUANT TO ASSEMBLY BILL 2561 / GOVERNMENT CODE SECTION 3502.3
Recommended Action:

1. Conduct a public hearing pursuant to Assembly Bill 2561 / Government Code Section 3502.3.

2. Receive and file the OCPA 2025-2026 annual employee vacancy, recruitment, and retention report.

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, April 13, 2026
Orange County Power Authority | Meeting Minutes | Page 1 of 5

1. CALL TO ORDER
Vice Chair Mai called to order the Regular Meeting of the Orange County Power Authority Board of Directors at 2:07 p.m. on Monday, April 13, 2026.

2. PLEDGE OF ALLEGIANCE
Director Grandis led the Pledge of Allegiance.

3. ROLL CALL

Present: Director Glenn Grandis City of Fountain Valley Director Fred Jung City of Fullerton (Teleconference)
Director William Go City of Irvine
Vice Chair James Mai City of Irvine
Chair Susan Sonne City of Buena Park (Teleconference
due to contagious illness)

Absent: Director Kathleen Treseder City of Irvine
Director Go stepped in as an Alternate Director so a quorum was reached and the meeting could start.

Chair Sonne addressed the Board of Directors and the public stating that she is attending the meeting virtually due to a contagious illness and that there was no one over the age 18 present with her.

4. PUBLIC COMMENTS ON AGENDA ITEMS
None.

5. PUBLIC COMMENTS ON NON-AGENDA ITEMS
None.

6. DIRECTOR ANNOUNCEMENTS
Director Go thanked OCPA for their continued support and for sponsoring CicloIrvine.

Orange County Power Authority | Meeting Minutes | Page 2 of 5

7. CONSENT CALENDAR
Moved by Director Jung, seconded by Director Grandis to:

Approve consent calendar 7.1-7.6
The motion carried unanimously by the following 5-0-0 vote:

Ayes: Director Grandis, Director Jung, Director Go, Vice Chair Mai, Chair Sonne
Noes: None

Absent: Director Treseder

1. MINUTES FOR THE REGULAR BOARD MEETING OF MARCH 9, 2026 Action Taken:

Approved as submitted.

2. MINUTES FOR THE SPECIAL BOARD MEETING OF MARCH 18, 2026 Action Taken:

Approved as submitted.

3. LEGISLATIVE AND REGULATORY UPDATE
Action Taken:

Received and filed.

4. PUBLIC OUTREACH UPDATE FOR JANUARY – MARCH 2026
Action Taken:

Received and filed.

5. RISK OVERSIGHT COMMITTEE (ROC) UPDATE
Action Taken:

Received and filed.

6. COMMUNITY ADVISORY COMMITTEE (CAC) REPORT
Action Taken:

Received and filed.

Orange County Power Authority | Meeting Minutes | Page 3 of 5

8. REGULAR CALENDAR

1. APPROVE RESOLUTION APPOINTING ROGELIO PALACIOS AS

ORANGE COUNTY POWER AUTHORITY SECRETARY
Chief Executive Officer Joe Mosca presented a resolution to the board asking them to appoint Rogelio Palacios as the Secretary to the Board of Directors.

Moved by Director Jung, seconded by Director Grandis to adopt a resolution appointing Rogelio Palacios as Secretary for the Orange County Power Authority.

The motion carried unanimously by the following 5-0-0 vote:

Ayes: Director Grandis, Director Jung, Director Go, Vice Chair Mai, Chair Sonne
Noes: None

Absent: Director Treseder

2. APPROVE FIRST AMENDMENT WITH THE ENERGY COALITION
Energy Programs Manager Pranesh Venugopal presented the background of Professional Services Agreement with The Energy Coalition (TEC) which was engaged to develop a comprehensive roadmap for customer energy programs, called the Community Power Plan (CPP), and to support program development and implementation resulting from the CPP.

Venugopal discussed the need to amend the contract with TEC based off passthrough programs’ costs and technical support resulting in a new total not-to-exceed of $1,237,000.

The Board engaged in discussions and wanted clarification of the amendment and updated cost. Director of Communications and External Affairs Jacquie Henderson provided answers regarding how the costs are allocated and that the passthrough costs are already approved by board, TEC is the entity who makes the purchase. Alina Bonto, Acting Program Manager from The Energy Coalition was also present to give answers.

Moved by Director Jung, seconded by Director Grandis to authorize CEO to negotiate, finalize, and execute an amendment to the Professional Services Agreement with The Energy Coalition (TEC).

Orange County Power Authority | Meeting Minutes | Page 4 of 5 The motion carried unanimously by the following 5-0-0 vote:

Ayes: Director Grandis, Director Jung, Director Go, Vice Chair Mai, Chair Sonne
Noes: None

Absent: Director Treseder

3. APPROVE OCPA’S STRATEGIC PLAN FOR FISCAL YEAR 2026-2027 Chief Executive Officer Joe Mosca presented the OCPA’s Strategic Plan for fiscal year 2026-2027 based of the Strategic Planning Workshop held in March 2026.

Utilizing the direction from the Board, staff developed the proposed Strategic Plan containing 13 objectives within OCPA’s five (5) established strategic goals. Significant changes to the Strategic Plan include: Cost-of-Service and Product Evaluation Study; Legislative and Regulatory Engagement; Board Education and Orientation; and Objective Consolidation.

Moved by Director Jung, seconded by Vice Chair Mai to approve the strategic plan for fiscal year 2026-2027 as presented in Attachment A and authorize the Chief Executive Officer to finalize the plan based on Board of Directors feedback, if applicable.

The motion carried unanimously by the following 5-0-0 vote:

Ayes: Director Grandis, Director Jung, Director Go, Vice Chair Mai, Chair Sonne
Noes: None

Absent: Director Treseder

9. STAFF REPORT
CEO Joe Mosca provided his report in the full agenda packet. Mosca thanked Interim Board Clerk Lisette for filling in the vacancy for the last several months and welcomed Roger as the new Secretary to the Board, giving a summary of his background.

Orange County Power Authority | Meeting Minutes | Page 5 of 5

10. ADJOURNMENT
With no further business to come before the Board, Vice Chair Mai adjourned the April 13, 2026, Orange County Power Authority Board of Directors Regular meeting at 2:52 p.m.

Vice Chair Mai noted that the next Orange County Power Authority Board of Directors Regular meeting will be held on Thursday, May 7, 2026, at 2:00 p.m.

Submitted by:
_________________________________________
Rogelio Palacios, Board Secretary
Orange County Power Authority | Staff Report | Page 1 of 2

ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 7.2
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 MARCH 31, 2026 AND Q1 2026 CHECK REGISTER
Date: May 7, 2026

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(S)
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.

Prepared in accordance with U.S. Generally Accepted Accounting Principles (GAAP), the report includes the statement of net position, the statement of revenues, expenses, and changes in net position, and the statement of cash flows.

For the fiscal year-to-date period from July 1, 2025 through March 31, 2026, OCPA has prepared unaudited financial statements. These are accompanied by budgetary comparisons, an investment summary, a schedule of outstanding debt, and a check register.

Orange County Power Authority | Staff Report | Page 2 of 2

DISCUSSION / ANALYSIS
The unaudited financial statements for the fiscal year-to-date period ending March 31, 2026, reflect a net position deficit of $3.6 million, which is generally aligned with expectations. The deficit was primarily driven by timing and accounting impacts related to the pre-true-up 2026 Renewable Portfolio Standard (RPS) Market Price Benchmark (MPB). The California Public Utilities Commission’s (CPUC) final 2026 RPS MPB is expected to be published in early October 2026, and the final true-up will be applied to the June 2026 books in October 2026.

FISCAL IMPACT
None.

ATTACHMENT(S)
A. Treasurer’s Report ending March 31, 2026
B. Q1 2026 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 March 31, 2026, and the related statement of revenues, expenses, and changes in net position, and the statement of cash flows for the nine 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
April 30, 2026
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com ASSETS
Current assets
Cash - unrestricted 51,010,432$
Cash - restricted 6,320,370
Investments 2,000,000
Accounts receivable, net of allowance 12,025,911
Accrued revenue 10,952,890
Other receivables 4,944,518
Prepaid expenses 2,110,251
Deposits 3,987,295
Total current assets 93,351,667
Noncurrent assets
Cash - restricted 148,713
Deposits 12,597,909
Capital assets, net of depreciation and amortization 942,135 Total noncurrent assets 13,688,757
Total assets 107,040,424

LIABILITIES
Current liabilities
Accrued cost of electricity 54,145,828
Accounts payable 660,902
Other accrued liabilities 2,464,357
User taxes and energy surcharges due to other governments 610,758 Lease liability 124,280
Loans payable 7,027,841
Total current liabilities 65,033,966
Noncurrent liabilities
Lease liability 671,318
Total noncurrent liabilities 671,318
Total liabilities 65,705,284

NET POSITION
Net investment in capital assets 146,537
Restricted for security collateral 1,120,370
Unrestricted 40,068,233
Total net position 41,335,140$

ORANGE COUNTY POWER AUTHORITY

STATEMENT OF NET POSITION
As of March 31, 2026
See accountants' compilation report. 2

OPERATING REVENUES
Electricity sales, net 187,641,726$
Revenue from (deferred to) Rate Stabilization Fund 30,000,000 Total operating revenues 217,641,726

OPERATING EXPENSES
Cost of electricity 212,668,604
Contract services 4,634,142
Staff compensation 3,890,593
Other operating expenses 1,043,103
Depreciation and amortization 145,816
Total operating expenses 222,382,258
Operating income (loss) (4,740,532)

NONOPERATING REVENUES (EXPENSES)
Investment income 1,292,257
Interest expense (231,027)
Nonoperating revenues (expenses), net 1,061,230
CHANGE IN NET POSITION (3,679,302)
Net position at beginning of period 45,014,442
Net position at end of period 41,335,140$

ORANGE COUNTY POWER AUTHORITY

STATEMENT OF REVENUES, EXPENSES

AND CHANGES IN NET POSITION
Nine Months Ended March 31, 2026
See accountants' compilation report. 3

CASH FLOWS FROM OPERATING ACTIVITIES
Receipts from customers 195,394,212$
Receipts from wholesale sales and other operating receipts 19,603,158 Receipts of security deposits 7,550,000
Payments to suppliers for electricity (237,428,629)
Payments for other goods and services (5,565,008)
Payments for deposits and collateral (1,319,792)
Payments for staff compensation (3,813,410)
Payments of taxes and energy surcharges to other governments (2,369,276) Net cash provided (used) by operating activities (27,948,745)

CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES
Principal payments - bank note (500,000)
Interest payments (756,592)
Net cash provided (used) by non-capital
financing activities (1,256,592)

CASH FLOWS FROM CAPITAL AND RELATED

FINANCING ACTIVITIES
Lease payments (123,394)
Net cash (used) by capital and related financing activities (123,394)

CASH FLOWS FROM INVESTING ACTIVITIES
Investment income received 1,681,023
Proceeds from investment sales and maturities of investments 22,000,000 Purchase of investments (2,000,000)
Net cash provided (used) by investing activities 21,681,023 Net change in cash (7,647,708)
Cash at beginning of period 65,127,223
Cash at end of period 57,479,515$
Reconciliation to the Statement of Net Position
Cash - unrestricted, current 51,010,432$
Cash - restricted, current 6,320,370
Cash - restricted, noncurrent 148,713
Total cash at end of period 57,479,515$

ORANGE COUNTY POWER AUTHORITY

STATEMENT OF CASH FLOWS
Nine Months Ended March 31, 2026
See accountants' compilation report. 4

RECONCILIATION OF OPERATING INCOME (LOSS) TO NET

CASH PROVIDED (USED) BY OPERATING ACTIVITIES
Operating income (loss) (4,740,532)$
Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities
Depreciation and amortization expense 145,816
(Increase) decrease in:

Accounts receivable 2,273,669
Other receivables (583,283)
Accrued revenue 3,104,704
Prepaid expenses (2,026,009)
Deposits and other assets 6,363,543
Increase (decrease) in:

Accrued cost of electricity (3,864,198)
Accounts payable (74,373)
Other accrued liabilities 1,447,081
User taxes and energy surcharges due to other governments 4,837 Rate Stabilization Fund (30,000,000)
Net cash provided (used) by operating activities (27,948,745)$

NONCASH INVESTING ACTIVITIES
Change in fair value of investments 51,082$
Change in interest receivable (439,848)$

ORANGE COUNTY POWER AUTHORITY
STATEMENT OF CASH FLOWS (continued)
Nine Months Ended March 31, 2026
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 nine months ended March 31, 2026, 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
April 30, 2026
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com Actual
Amended
Budget
Amended
Budget Variance
(Under) Over
Actual as a
Percent of
Amended
Budget
Amended
Budget
Amended
Budget Variance

OPERATING REVENUES
Electricity Sales, net 187,641,611$ 188,537,838$ (896,227)$ 99.5% 246,425,000$ (58,783,389)$ Revenue from (deferred to) Rate Stabilization Fund 30,000,000 30,000,000 - 100.0% 30,000,000 - Total operating revenues 217,641,611 218,537,838 (896,227) 276,425,000 (58,783,389)

OPERATING EXPENSES
Cost of Energy 212,668,604 211,500,570 1,168,034 100.6% 267,286,000 (54,617,396) Data Manager 1,617,452 1,616,910 542 100.0% 2,217,000 (599,548) Utilities Service Fees 206,646 278,601 (71,955) 74.2% 399,000 (192,354) Staffing Costs 3,890,593 3,756,440 134,153 103.6% 5,198,000 (1,307,407) Contract Services 1,008,622 1,411,646 (403,024) 71.5% 1,808,000 (799,378) Legal Services 461,084 504,225 (43,141) 91.4% 706,000 (244,916) Marketing and Outreach 1,059,671 1,150,794 (91,123) 92.1% 1,546,000 (486,329) Other G&A 899,291 938,352 (39,061) 95.8% 1,316,000 (416,709) Energy Programs 520,132 561,794 (41,662) 92.6% 1,199,000 (678,868) Total operating expenses 222,332,095 221,719,332 612,763 281,675,000 (59,342,905) Operating income (loss) (4,690,484) (3,181,494) (1,508,990) (5,250,000) 559,516

NONOPERATING REVENUES (EXPENSES)
Investment and miscellaneous income 1,292,373 1,235,003 57,370 104.6% 1,535,000 (242,627) Interest expense (231,027) (238,236) 7,209 97.0% (317,000) 85,973 Nonoperating revenues (expenses), net 1,061,346 996,767 64,579 1,218,000 (156,654) NET SURPLUS (DEFICIT) (3,629,138)$ (2,184,727)$ (1,444,411)$ (4,032,000)$ 402,862$

ORANGE COUNTY POWER AUTHORITY

OPERATING FUND BUDGET COMPARISON REPORT
Nine Months Ended March 31, 2026
Year-to-Date Annual
See accountants' compilation report. 2
Net increase (decrease) in available fund balance
per budgetary comparison schedule: (3,629,138)$
Adjustments needed to reconcile to the
changes in net position in the
Statement of Revenues, Expenses
and Changes in Net Position:

Subtract depreciation expense (50,164)
Change in net position (3,679,302)$

ORANGE COUNTY POWER AUTHORITY

BUDGET COMPARISON REPORT (CONTINUED)
Nine Months Ended March 31, 2026

RECONCILIATION OF NET INCREASE IN AVAILABLE FUND BALANCE

TO CHANGE IN NET POSITION
3 Budget Item
Actual /
Budget % Comment
Electric Sales Revenue 99.5% Year-to-date energy sales are in very close alignment to forecast. 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 100.6% 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 100.0% These are Calpine fees charged on a per active account basis.

Service Fees - SCE 74.2% These are SCE fees charged on a per customer basis.

Personnel 103.6% Staffing expense fluctuations are due to the timing of new hires.

Professional Services 71.5% 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 91.4% 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 92.1% 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 95.8% 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 92.6% 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 97.0% This category includes accrued interest on the loan from the City, as well as imputed interest on the office lease, as required by Governmental Accounting Standards Board Statement No. 87.

ORANGE COUNTY POWER AUTHORITY

BUDGETARY COMPARISON REPORT
Nine Months Ended March 31, 2026
Return of Investments YTD Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun

INVESTMENTS
Funds Invested - Average Balance 48,777,090$ 33,353,824$ 29,017,248$ 34,791,447$ 36,012,641$ 43,320,247$ 45,051,786 $ 43,886,766$ 38,649,367$ Gains/Losses/Interest 1,195,810$ 198,183$ 151,060$ 141,406$ 101,663$ 99,244$ 132,819$ 126,718$ 114,339$ 130,379$ Average APY 4.88% 5.43% 5.85% 3.51% 3.31% 3.68% 3.38% 3.13% 4.05% OTHER INTERESTGains/Losses/Interest - Other 96,448$ 29,000$ 29,000$ 11,220$ 4,142$ 5,809$ 7,458$ 5,777$ 4,043$ -$ Total 1,292,257$

ORANGE COUNTY POWER AUTHORITY
Investment Summary
July 1, 2025 through June 30, 2026

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 $ January 2027 0.00% 124,539 152,380 $ 27,841 $ $ January 2027 7,500,000 Variable - City
Treasurer's report $ 7,000,000 500,000.00 $

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 March, 2026Credit Facility Letter of Credit Borrowing Unused Credit $ - 35,000,000 $ - $ 35,000,000 $

ORANGE COUNTY POWER AUTHORITY

SCHEDULE OF OUTSTANDING DEBT
As of March 31, 2026
Date Vendor Description Amount
01/02/2026 AM Conservation Group Inc Oct 2025 (25-EV) Chargers {po: 1057} 16,935.50 01/02/2026 US Bank Interest and Service Charges Fees on Commercial Loan Amount from 10/1/25-1/01/26 17,888.89 01/02/2026 US Bank Interest and Service Charges December 2025 Custody Charges 22.00 01/02/2026 Paychex Flexperks 306.50
01/05/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 12/12/25 - 12/17/25 & 9/12/25 - 9/18/25 127,281.37 01/05/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 12/18/25 - 12/23/25, 9/18/25 - 9/25/25, 1/1/25 - 1/31/25 & 3/1/24-3/31/24 62,388.41 01/05/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 24.80 01/05/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 51.47 01/07/2026 US Bank Interest and Service Charges December 2025 Analysis service charge 5,508.49 01/07/2026 Cox Business Internet Services from December 16, 2025 - January 15, 2026 630.00 01/08/2026 We Konnect, Inc. Brivo and Eagle Eye Cloud Services {po:1037} 243.00 01/08/2026 Lincoln Financial Group 01/08/26 Retirement debit 457B 16,295.82 01/08/2026 Lincoln Financial Group 01/06/26 Retirement debit 401A 36,475.08 01/09/2026 Travel Bank Mileage - Regulatory and Legislative 11.82 01/09/2026 Travel Bank Human Resource November 2025 Open Enrollment Benefits Broker Meeting 44.92 01/12/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 1/2/26 - 1/7/26 45,940.13 01/12/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 462.02 01/12/2026 Lakeview Business Center LLC Various expenses 39.99 01/12/2026 Southern California Edison (Non-Energy) November 2025 service fees 16,301.83 01/12/2026 City of Buena Park - Community Services Christmas Tree Lighting Sponsorship 2,500.00 01/12/2026 We Mail For You Inc. CEA Outreach Supplies 388.56 01/12/2026 Sustain Southern California Sustain SoCal Annual Membership 1,500.00 01/12/2026 Arab American Business Chamber Corporate Level Annual Membership 750.00 01/12/2026 WCF National Insurance Company 8th installment of OCPA Worker’s Compensation policy 620.86 01/14/2026 The DOT Printer, Inc. 200 coloring pages for the December 2025 Metrolink event- {PO:1049} 53.88 01/14/2026 Golden Communications Inc Monthly Managed Web Services, and Additional Labor - December 2025 -- {po: 1032} 3,049.00 01/15/2026 The Energy Coalition OCPA Customer Programs through November 30, 2025 - {PO:1041} 16,759.39 01/15/2026 The Energy Coalition OCPA Customer Programs through December 31, 2025 - {PO:1041} 19,631.24 01/16/2026 Travel Bank Birthday Cake (2) 60.28
01/16/2026 Travel Bank Mileage - Communications and External Affairs 108.01 01/16/2026 Travel Bank Mileage - Customer Programs 11.48 01/16/2026 Best Best & Krieger December 2025 - Regulatory - CPUC - {po: 1002} 6,002.00 01/16/2026 Best Best & Krieger December 2025 - Labor and Employment {po: 1002} 215.00 01/16/2026 Best Best & Krieger December 2025 - General Counsel{po: 1002} 10,977.50 01/16/2026 Best Best & Krieger December 2025 - Public Records Request{po: 1002} 15,594.00 01/16/2026 Best Best & Krieger December 2025 - County Withdrawal {po: 1002} 12,112.40 01/16/2026 US Bank Credit Card *7799 Orange County Business Council Advocacy Day in Sacramento 1,300.00 01/16/2026 US Bank Credit Card *7799 Airfare - Orange County Business Council Advocacy Day 338.95 01/16/2026 US Bank Credit Card *7799 OC Register monthly subscription 14.00 01/16/2026 US Bank Credit Card *7799 Postage Energy Programs Energy Efficiency Kits (18) 231.48 01/16/2026 US Bank Credit Card *7799 Working Lunch - OCPS E-Team Lunch 113.71 01/16/2026 US Bank Credit Card *7799 Lunch meeting with Mike Johnson and Chris Nguyen 110.44 01/16/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting 112.86 01/16/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - Board Meeting 8.75 01/16/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting 121.26 01/16/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - Board Meeting 33.22 01/16/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting 747.97 01/16/2026 US Bank Credit Card *7799 Business Meal - Board Meeting 116.64 01/16/2026 US Bank Credit Card *7799 Phone Forwarding Service for Call Center 79.14 01/16/2026 US Bank Credit Card *7799 LOGODESIGNG - Promotional 15.63 01/16/2026 US Bank Credit Card *7799 Office Improvement - Sound Absorbing Materials 689.56 01/16/2026 US Bank Credit Card *7799 Postage IT Equipment Returned to OCPA 21.15 01/16/2026 US Bank Credit Card *7799 Office Supplies 150.63 01/16/2026 US Bank Credit Card *7799 Staff Holiday Party Second Payment 609.57 01/16/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting (7.31) 01/16/2026 US Bank Credit Card *7799 Amazon Monthly Subscription Fees 16.15 01/16/2026 US Bank Credit Card *7799 Google Subscription 14.00 01/16/2026 US Bank Credit Card *7799 Zoom Monthly Subscription 267.90 01/16/2026 US Bank Credit Card *7799 Office Supplies 73.63 01/16/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 101.22 01/16/2026 US Bank Credit Card *7799 Office Supplies 21.46 01/16/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 82.20 01/16/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - CalCCA Regulatory Directors Meeting 40.72 01/16/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - CalCCA Regulatory Directors Meeting 13.00 01/16/2026 US Bank Credit Card *7799 Parking Fees - CalCCA Regulatory Directors Meeting 30.00 01/16/2026 Maher Accountancy January 2026 - Treasurer and Accounting Services- {PO:1054} 23,400.00 01/20/2026 Paychex Flexperks 6.47
01/20/2026 Paychex Payroll taxes 2,642.90
01/20/2026 California ISO (Settlement Invoices) CAISO CAISO CRR period for 1/01/26 - 1/01/26, 12/1/25 - 12/31/25, 9/1/25 - 9/30/25, 7/1/23 - 7/31/23 65,455.40 01/20/2026 High Desert Power Project LLC December 2025 Capacity 625,000.00 01/20/2026 Marsh Landing, LLC December 2025 Capacity Purchases 705,250.00 01/20/2026 Southern California Edison December 2025 Capacity Purchases 467,344.90 01/20/2026 Southern California Edison August 2025 RECs 3,650,556.90 01/20/2026 The Energy Authority Inc. (Service Fees) December 2025 Resource Management Monthly Fees {PO:1011} 15,585.65 01/20/2026 NewGen Strategies & Solutions, LLC December 2025 - OCPA FY26 Financial Planning & Analysis Support -- {po: 1028} 6,393.75 01/20/2026 Ameritas Life Insurance Corp January 2026 Vision 363.96 01/20/2026 Ameritas Life Insurance Corp January 2026 Dental PPO 1,124.04 01/20/2026 Ameritas Life Insurance Corp January 2026 Dental HMO 87.80 01/20/2026 Orange County Printing Company Smart Letter Mailing- {po: 1048} 639.90 01/20/2026 CITY OF BUENA PARK - UUT December 2025 Utility User Tax 76,559.37 01/20/2026 The Irvine Co/Lakeview III February 2026 - Monthly rent 20,367.40 01/20/2026 CITY OF IRVINE - UUT December 2025 Utility User Tax 101,986.91 01/20/2026 SDRMA February 2026 employee benefit charges 27,259.98 Orange County Power Authority
PAYMENTS ISSUED JANUARY 1, 2026 THROUGH MARCH 31, 2026
01/21/2026 AM Conservation Group Inc Price adjustment on the previous claimEV charges-{po: 1057} 107.24 01/21/2026 AM Conservation Group Inc November 2025 Marketplace Management Fees {po: 1057} 143.63 01/21/2026 AM Conservation Group Inc December 2025 Management Fees {po: 1057} 28.20 01/22/2026 Lincoln Financial Group 01/22/26 Retirement debit 401A 35,218.16 01/22/2026 Lincoln Financial Group 01/22/26 Retirement debit 457B 14,499.28 01/22/2026 Pacific Energy Advisors Inc. December 2025 - Monthly Services {po: 1043} 49,000.00 01/22/2026 California Community Choice Association Operational Member Dues - Q3 FY 25-26 Operational Membership Dues Payment 105,000.00 01/23/2026 Travel Bank Mileage - Administrative Services 32.83 01/23/2026 SDI PRESENCE LLC Services through November 30, 2025- {PO:1034} 5,104.31 01/23/2026 SDI PRESENCE LLC Services through November 30, 2025 software- {PO:1034} 831.60 01/23/2026 Constellation Energy Generation, LLC November energy purchases 3,090,251.34 01/23/2026 Morgan Stanley Capital Group December 2025 energy purchases 2,046,587.94 01/23/2026 NRG BUSINESS MARKETING LLC December 2025 energy purchases 2,063,911.78 01/23/2026 Sunrise Power Company LLC December 2025 capacity purchase 1,556,250.00 01/23/2026 Transalta Energy Marketing Us Inc. December 2025 Energy Purchases 3,078,846.60 01/26/2026 The Energy Coalition 5 OCPA Residential Battery Rebate Program - {PO:1041} 5,000.00 01/26/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 1,343.99 01/26/2026 Best Best & Krieger December 2025 - Financial/Power Procurement {po: 1002} 9,804.00 01/26/2026 Littler Mendelson, PC December 2025 legal services -{po:1016} 2,901.50 01/26/2026 North Orange County Chamber Board Fee - Term 07/01/2025 – 06/30/2026 875.00 01/26/2026 North Orange County Chamber Organization Membership term 07/01/2025 – 06/30/2026 925.00 01/27/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 100.00 01/30/2026 Calpine Energy Solutions December 2025 services {po:1003} 199,015.40 01/30/2026 Calpine Energy Services L.P. December 2025 Capacity 309,750.00 01/30/2026 California Community Choice Financing Authority CCCFA New Member Fee 50,000.00 02/02/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 1/8/26 - 1/14/26 & 10/3/25 - 10/9/25 172,089.81 02/02/2026 Energy Development & Construction Corporation December 2025 - RECs purchases 6,732.00 02/02/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 59.06 02/02/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 25.00 02/02/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 4,583.26 02/03/2026 SDI PRESENCE LLC Services through December 31, 2025 - {PO:1034} 5,104.31 02/03/2026 Southern California Edison (Non-Energy) December 2025 service fees 15,156.76 02/03/2026 Reveille Inc. December 2025 OCPA FY Marketing and PR Budget- {po: 1025} 72,394.84 02/03/2026 GM Business Interiors Workstation Furniture 2,537.19 02/03/2026 Santa Ana Chamber of Commerce Mayor's Prayer Breakfast Table Sponsor 1,500.00 02/03/2026 Just One Call Cleaning Services LLC December 2025 cleaning services {PO: 1045} 1,300.00 02/04/2026 Southern California Edison September 2025 RECs 2,844,005.10 02/05/2026 Alex Handyman Service Handyman service for the wall panels installation 443.93 02/05/2026 Paychex Flexperks 6.47
02/05/2026 Paychex Flexperks 6.47
02/06/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 208.33 02/06/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 15.00 02/06/2026 Lakeview Business Center LLC Various expenses 2,921.63 02/06/2026 Travel Bank Travel Bank Annual Subscription Service (01/15/2026 - 01/14/2027) 2,016.00 02/06/2026 Travel Bank Mileage - Administrative Services 27.85 02/06/2026 Travel Bank Mileage - Communications and External Affairs 148.20 02/06/2026 Orange County Soccer Club Foundation 2026 Gala Sponsorship 1,200.00 02/06/2026 AM Conservation Group Inc Dec 2025 Marketplace activity (1 Ego Power, 1 Ecobee Thermostat, 1 Honeywell thermostat, 1 google nest) {po: 1057} 383.67 02/06/2026 AM Conservation Group Inc Jan 2026 Marketplace activity (1 googlenest thermostat and 1 Sensi smart thermostat) {po: 1057} 181.94 02/06/2026 US Bank Interest and Service Charges January 2026 Analysis service charge 22.00 02/09/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 1/15/26 - 1/22/26 & 10/10/25 - 10/16/25 & 2/1/25 - 2/28/25 89,111.55 02/09/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 1/23/26 - 1/29/26 & 10/117/25-10/23/25 & 4/1/24 - 4/30/24 & 1/1/24 - 1/31/24 93,620.80 02/09/2026 Cox Business Internet Services from January 16, 2025 - February 15, 2026 630.00 02/10/2026 Just One Call Cleaning Services LLC January 2026 cleaning services {PO: 1045} 1,339.00 02/10/2026 Pacific Guardian Life Box 47839 Annual Temporary Disability Insurance (TDI) 730.84 02/10/2026 McCowin Water inc. Monthly Lease Payment: 3-Temp Cooler with RO 79.00 02/10/2026 Ameriflex January 2026 Cobra Admin Fee 60.00 02/10/2026 NewGen Strategies & Solutions, LLC January 2026- OCPA FY26 Financial Planning & Analysis Support -- {po: 1028} 10,443.75 02/10/2026 WCF National Insurance Company 9th installment of OCPA Worker’s Compensation policy 620.86 02/10/2026 Golden Communications Inc Monthly Managed Web Services, and Additional Labor - January 2026 -- {po: 1032} 1,849.00 02/10/2026 Lincoln Financial Group 02/10/26 Retirement debit 457B 16,762.88 02/10/2026 Lincoln Financial Group 2/10/26 Retirement debit 401A 42,491.02 02/10/2026 Lincoln Financial Group 2/24/26 Retirement debit 457B 13,895.83 02/12/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 10.00 02/12/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 1,027.93 02/13/2026 Travel Bank Remote Employee Board Meeting 430.37 02/13/2026 US Bank Interest and Service Charges January 2026 Analysis service charge 5,741.66 02/13/2026 California Department of Tax and Fee Administration October - December 2025 Electric Energy Surcharge 162,576.00 02/17/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 208.41 02/17/2026 Best Best & Krieger January 2026 - Public Record Requests {po: 1002} 12,757.50 02/17/2026 Best Best & Krieger January 2026 - Financial/Power Procurement{po: 1002} 6,141.00 02/17/2026 Best Best & Krieger January 2026 - Regulatory - CPUC {po: 1002} 15,452.00 02/17/2026 Best Best & Krieger January 2026 - County Withdrawal{po: 1002} 8,708.70 02/17/2026 Best Best & Krieger January 2026 - General Counsel {po: 1002} 7,561.60 02/17/2026 Ameritas Life Insurance Corp February 2026 Dental HMO 87.80 02/17/2026 Ameritas Life Insurance Corp February 2026 Vision 421.24 02/17/2026 EBEE Connect Inc Multi-Language Translation Services 4,639.96 02/17/2026 Orange County Printing Company Basic Letter and Smart Letter Mailing- {po: 1048} 6,585.00 02/17/2026 CITY OF BUENA PARK - UUT January 2026 - Utility User Tax 79,048.98 02/17/2026 CITY OF IRVINE - UUT January 2026 - Utility User Tax 94,943.04 02/17/2026 US Bank Credit Card *7799 Hotel Accommodations - CAC Meeting 178.86 02/17/2026 US Bank Credit Card *7799 Event Ticket (1) Future Leaders Luncheon - OC Black Chamber of Commerce 150.00 02/17/2026 US Bank Credit Card *7799 Postage Energy Programs Energy Efficiency Kits (8) 102.88 02/17/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting 206.64 02/17/2026 US Bank Credit Card *7799 Event Ticket (1) OC Grantmakers - Beyond the Headlines Event 25.00 02/17/2026 US Bank Credit Card *7799 Office Supplies and Postage 20.30 02/17/2026 US Bank Credit Card *7799 Meal Order - OCPA Hosting Environmental Roundtable - Cancelled 314.34 02/17/2026 US Bank Credit Card *7799 Meal Order - Credit - OCPA Hosting Environmental Roundtable Order (314.34) 02/17/2026 US Bank Credit Card *7799 Meal OCPA Hosting the Environmental Roundtable (35+ Attendees) 384.98 02/17/2026 US Bank Credit Card *7799 Event Tickets (3) - Orange County Business Council 750.00 02/17/2026 US Bank Credit Card *7799 Postage Energy Programs Energy Efficiency Kits (7) 71.05 02/17/2026 US Bank Credit Card *7799 Orange County Register - Monthly Subscription 14.00 02/17/2026 US Bank Credit Card *7799 Hotel Accommodation - Laguna Beach Council Meeting - OCPA Presentation 167.64 02/17/2026 US Bank Credit Card *7799 Parking Fee - Laguna Beach City Council Meeting 2.50 02/17/2026 US Bank Credit Card *7799 Postage Energy Programs Energy Efficiency Kits (4) 40.60 02/17/2026 US Bank Credit Card *7799 Outreach Supplies Lunar New Year Event 29.08 02/17/2026 US Bank Credit Card *7799 Outreach Supplies Lunar New Year Event 33.36 02/17/2026 US Bank Credit Card *7799 Airfare - CalCCA Lobby Days 322.80 02/17/2026 US Bank Credit Card *7799 Working Lunch with Director Jung and Fullerton City Member Jamie Valencia 78.16 02/17/2026 US Bank Credit Card *7799 Airfare - CalCCA Lobby Days 443.95 02/17/2026 US Bank Credit Card *7799 Airfare - Cancelled 577.96 02/17/2026 US Bank Credit Card *7799 Airfare - Refunded (577.96) 02/17/2026 US Bank Credit Card *7799 Airfare - Refund - CalCCA Lobby Days (6.01) 02/17/2026 US Bank Credit Card *7799 Airfare - CalCCA Lobby Days 131.93 02/17/2026 US Bank Credit Card *7799 Business Meal - OCPA's CEA Director and Irvine City Council Member Melinda Liu 30.09 02/17/2026 US Bank Credit Card *7799 Working Lunch with Director Jung and Placentia Mayor Wanke to discuss OCPA 82.36 02/17/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - CalCCA Lobby Days 45.97 02/17/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - CalCCA Lobby Days 41.94 02/17/2026 US Bank Credit Card *7799 Airfare - CalCCA Lobby Days - Credit (21.01) 02/17/2026 US Bank Credit Card *7799 Business Meal - CalCCA Lobby Days 76.99 02/17/2026 US Bank Credit Card *7799 Parking Fee - CalCCA Lobby Days 76.00 02/17/2026 US Bank Credit Card *7799 Hotel Accommodations - CalCCA Lobby Days 302.12 02/17/2026 US Bank Credit Card *7799 Airfare - Board Meeting 406.99 02/17/2026 US Bank Credit Card *7799 Airfare - Board Meeting 334.96 02/17/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - Board Meeting and Department In-office Support 79.99 02/17/2026 US Bank Credit Card *7799 Airfare - Board Meeting and Department In-office Support 328.67 02/17/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting and Department In-office Support 106.60 02/17/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting and Department In-office Support 425.54 02/17/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - Board Meeting and Department In-office Support 8.15 02/17/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - Board Meeting and Department In-office Support 8.75 02/17/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting and Department In-office Support 120.13 02/17/2026 US Bank Credit Card *7799 Hotel Accommodations - Board Meeting and Department In-office Support 120.13 02/17/2026 US Bank Credit Card *7799 Airfare - CalCCA Lobby Day 156.90 02/17/2026 US Bank Credit Card *7799 2026 UCLA Anderson Energy Innovation Conference 30.00 02/17/2026 US Bank Credit Card *7799 California Clean Energy Summit Conference 675.75 02/17/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - CalCCA Lobby Day 33.54 02/17/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - CalCCA Lobby Day 38.38 02/17/2026 US Bank Credit Card *7799 Parking Fee - CalCCA Lobby Day 30.00 02/17/2026 US Bank Credit Card *7799 Postage Certified Mailing 20.96 02/17/2026 US Bank Credit Card *7799 Business - All Staff Meeting 87.27 02/17/2026 US Bank Credit Card *7799 Supplies for office improvement 150.83 02/17/2026 US Bank Credit Card *7799 Office Supplies (refund) (73.63) 02/17/2026 US Bank Credit Card *7799 Supplies for office improvement (refund) (172.39) 02/17/2026 US Bank Credit Card *7799 CEA Outreach Supplies 20.78 02/17/2026 US Bank Credit Card *7799 Business Meal - Cancelled Order (87.84) 02/17/2026 US Bank Credit Card *7799 Business Meal - 2026 Rates Outlook Briefing 107.85 02/17/2026 US Bank Credit Card *7799 Cancelled Order - Reflected in the same month 87.84 02/17/2026 US Bank Credit Card *7799 Phone Forwarding Service for Call Center 82.84 02/17/2026 US Bank Credit Card *7799 Business Meal - Board Meeting 132.89 02/17/2026 US Bank Credit Card *7799 Recruitment Platform - Executive Assistant/Board Clerk 600.00 02/17/2026 US Bank Credit Card *7799 Office Supplies (refund) (21.46) 02/17/2026 US Bank Credit Card *7799 Postage Certified Mail 10.48 02/17/2026 US Bank Credit Card *7799 Costco Annual Membership 130.00 02/17/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 75.83 02/17/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 307.74 02/17/2026 US Bank Credit Card *7799 Staff Anniversary Appreciation 10.72 02/17/2026 US Bank Credit Card *7799 Notary Services - Board Member Installation 75.00 02/17/2026 US Bank Credit Card *7799 Amazon Prime Membership Monthly Fee 16.15 02/17/2026 US Bank Credit Card *7799 Business Meal - Board Meeting 127.74 02/17/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 32.30 02/17/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 52.33 02/17/2026 US Bank Credit Card *7799 Google Subscription 14.00 02/17/2026 US Bank Credit Card *7799 TRALIANT - Employee Required Training - Workforce Harassment 189.00 02/17/2026 US Bank Credit Card *7799 Recruitment Platform - Executive Assistant/Board Clerk 234.00 02/17/2026 US Bank Credit Card *7799 CALI STATE UNI DOMINGU - Professional Development 1,150.00 02/17/2026 US Bank Credit Card *7799 Business Meal - All Staff Meeting 87.27 02/17/2026 US Bank Credit Card *7799 Zoom Subscription 267.90 02/17/2026 US Bank Credit Card *7799 Kitchen Supplies and Anniversary Staff Appreciation 41.89 02/17/2026 US Bank Credit Card *7799 Office Supplies 116.34 02/17/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 27.43 02/17/2026 US Bank Credit Card *7799 Internet Connection - Offsite 24.95 02/17/2026 California ISO (Settlement Invoices) CAISO CAISO CRR period for 10/24/25 - 10/30/25, 1/1/26 - 1/31/26 & 2/1/26 - 2/4/26 693.82 02/20/2026 Southern California Edison January 2026 Capacity Purchases 480,685.70 02/20/2026 Travel Bank Remote Employee Board Meeting 498.51 02/20/2026 Travel Bank Mileage - Communications and External Affairs 18.94 02/20/2026 Travel Bank Mileage - Regulatory and Legislative 17.72 02/20/2026 AM Conservation Group Inc Jan 2026 management fees: 2 phone calls {po: 1057} 25.25 02/20/2026 High Desert Power Project LLC January 2026 Capacity 625,000.00 02/20/2026 Marsh Landing, LLC January 2026 Capacity Purchases 703,587.50 02/20/2026 Ameritas Life Insurance Corp February 2026 Dental PPO 1,354.28 02/20/2026 Colonial Life January 2026 Life Insurance 937.62 02/20/2026 Bella Cocina Feb 2026 board meeting 254.29
02/20/2026 Orange County Grantmakers Nonprofit Happy Hour 70.00 02/20/2026 The Irvine Co/Lakeview III March 2026 - Monthly rent 20,367.40 02/20/2026 Pacific Energy Advisors Inc. January 2026 - Monthly Services {po: 1043} 49,000.00 02/23/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 1/30/26 - 2/04/26 & 10/24/25-10/30/25 699.29 02/23/2026 Energy Development & Construction Corporation November 2025 - RECs purchases - 693 RECs 12,474.00 02/23/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 300.48 02/23/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 7.74 02/23/2026 Calpine Energy Services L.P. January 2026 Capacity 73,500.00 02/23/2026 Constellation Energy Generation, LLC December 2025 energy purchases 4,476,344.18 02/23/2026 Morgan Stanley Capital Group January 2026 energy purchases 1,956,004.74 02/23/2026 NRG BUSINESS MARKETING LLC January 2026 energy purchases 2,890,111.80 02/23/2026 Shell Energy North America December 2025 Capacity 504,500.00 02/23/2026 Sunrise Power Company LLC January 2026 capacity purchase 1,556,250.00 02/23/2026 Transalta Energy Marketing Us Inc. January 2026 Energy Purchases 3,269,601.14 02/24/2026 Lincoln Financial Group 2/24/26 Retirement debit 401A 35,211.76 02/24/2026 We Konnect, Inc. Brivo and Eagle Eye Cloud Services {po:1037} 271.00 02/27/2026 SDI PRESENCE LLC Services through December 31, 2025 software- {PO:1034} 831.60 02/27/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 34.90 02/27/2026 INSUREONE INSURANCE SERVICES AMERICA, LLC 12/02/25-06/03/27 - Policy - MN 1854594- Commercial 51,591.00 02/27/2026 We Mail For You Inc. 2025 Year in Review Flyer 210.11 03/02/2026 SDI PRESENCE LLC Services through January 31, 2026 - {PO:1034} 5,104.31 03/02/2026 SDI PRESENCE LLC Services through February 28, 2026 - {PO:1034} 5,104.31 03/02/2026 Metlife February 2026 Invoice 1,656.04
03/02/2026 Maher Accountancy February 2026 - Treasurer and Accounting Services- {PO:1054} 23,400.00 03/02/2026 Bella Cocina Strategic Planning Meeting on 2/17/26 228.97 03/02/2026 We Mail For You Inc. OCPA-the 150 Business Postcard and 100 Plans flyer 210.11 03/02/2026 We Mail For You Inc. Postcards and flyers that were translated to multiple languages and required print, 300 copies 1,319.94 03/02/2026 The Energy Authority Inc. (Service Fees) January 2026 Resource Management Monthly Fees {PO:1011} 16,053.22 03/02/2026 The Energy Authority Inc. (Service Fees) February 2026 Resource Management Monthly Fees -- {PO:1011} 16,053.22 03/02/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 2/05/26 - 2/11/26 & 10/31/25-11/06/25 86,319.83 03/02/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 2/12/26 - 2/19/26 & 11/07/25-11/18/25 113,575.96 03/03/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 300.00 03/04/2026 Reveille Inc. January 2026 OCPA FY Marketing and PR Budget- {po: 1025} 89,510.50 03/04/2026 Reveille Inc. February 2026 OCPA FY Marketing and PR Budget- {po: 1025} 65,525.76 03/04/2026 Lincoln Financial Group 457(B) plan Q4 2025 2,092.06 03/04/2026 Lincoln Financial Group 401(a) plan Q4 2025 6,100.83 03/04/2026 Lincoln Financial Group 3/6/26 Retirement debit 401A 35,489.06 03/05/2026 Paychex Flexperks 6.47
03/06/2026 Calpine Energy Solutions January 2026 services {po:1003} 199,567.05 03/06/2026 Lincoln Financial Group 3/06/26 Retirement debit 457B 14,018.39 03/09/2026 Amperon Subscription fee for Meter Demand for the term starting 05/15/2025 and ending 05/14/2026 {PO: 1036} 15,500.00 03/09/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 2/20/26 - 2/26/26 & 11/19/25-11/25/25 201,099.34 03/09/2026 Southern California Edison (Non-Energy) January 2026 service fees 16,649.42 03/09/2026 Bill.com February 2026 - Expense reimbursement 129.95 03/09/2026 Just One Call Cleaning Services LLC February 2026 cleaning services {PO: 1045} 1,339.00 03/09/2026 Orange County Printing Company 71,000 new move-in letter envelopes 5,007.00 03/09/2026 AM Conservation Group Inc Feb 2026 Marketplace activity (1 honeywell thermostat) {po: 1057} 101.25 03/10/2026 Orange County Printing Company Smart Letter Mailing -- {po:1048} 1,126.02 03/10/2026 Charitable Ventures of OC Lunar NY 2026 Special Event 2,500.00 03/10/2026 WCF National Insurance Company 10th installment of OCPA Worker’s Compensation policy 620.86 03/10/2026 GB ENDEAVORS, LLC Dec 2025 - Feb 2026 strategic meetings {PO: 1056} 12,400.00 03/10/2026 NewGen Strategies & Solutions, LLC February 2026- OCPA FY26 Financial Planning & Analysis Support -- {po: 1028} 6,522.50 03/10/2026 Cox Business Internet Services from February 16, 2026 - March 15, 2026 630.00 03/11/2026 We Konnect, Inc. Brivo and Eagle Eye Cloud Services {po:1037} 271.00 03/11/2026 US Bank Interest and Service Charges February 2026 Analysis service charge 22.00 03/12/2026 Southern California Edison October 2025 RECs 2,929,705.22 03/12/2026 Southern California Edison February 2026 Capacity Purchases 480,685.70 03/12/2026 The Irvine Co/Lakeview III April 2026 - Monthly rent 20,367.40 03/12/2026 EBEE Connect Inc Multi-Language Translation Services 1,655.00 03/13/2026 US Bank Interest and Service Charges February 2026 Analysis service charge 5,476.13 03/13/2026 Travel Bank Mileage - Communications and External Affairs 223.08 03/13/2026 Travel Bank Mileage - Communications and External Affairs 81.20 03/13/2026 Travel Bank Mileage - Communications and External Affairs 25.89 03/16/2026 Metlife March 2026 Invoice 1,656.04
03/16/2026 McCowin Water inc. Monthly Lease Payment: 3-Temp Cooler with RO 79.00 03/16/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 2/27/26 - 3/05/26 & 11/26/25-12/04/25 212,461.36 03/16/2026 California ISO (Settlement Invoices) CAISO CAISO CRR period for 11/19/25-11/25/25, 03/01/25 - 03/31/25, 05/01/24 - 05/31/24 9,649.18 03/16/2026 California ISO (Settlement Invoices) CAISO CAISO CRR period for 12/01/25-12/04/25, 11/01/25 - 11/30/25, 03/01/26 - 03/05/26 318.09 03/16/2026 SDRMA March 2026 employee benefit charges 23,539.62 03/16/2026 SDRMA April 2026 employee benefit charges 23,539.62 03/16/2026 Ameritas Life Insurance Corp March 2026 Dental HMO 87.80 03/16/2026 Ameritas Life Insurance Corp March 2026 Dental PPO 1,239.16 03/16/2026 Ameritas Life Insurance Corp March 2026 Vision 392.60 03/16/2026 Ameriflex February & March 2026 Cobra Admin Fee 120.00 03/16/2026 Colonial Life February 2026 Life Insurance 937.62 03/16/2026 CITY OF BUENA PARK - UUT February 2026 Utility User Tax 78,939.38 03/16/2026 CITY OF HUNTINGON BEACH - UUT February 2026 Utility User Tax 1,491.50 03/16/2026 CITY OF IRVINE - UUT February 2026 Utility User Tax 90,932.91 03/16/2026 Orange County Business Council Bronze Level Annual Membership Renewal from 2/1/26-2/1/2027 5,000.00 03/16/2026 Bentham Paulos monthly licensing and maintenance fee of Nov 2025 - Jan 2026 1,500.00 03/16/2026 Paychex Flexperks 6.47
03/17/2026 Pacific Energy Advisors Inc. February 2026 - Monthly Services {po: 1043} 49,000.00 03/20/2026 Lakeview Business Center LLC Various expenses 2,258.01 03/20/2026 Golden Communications Inc Monthly Managed Web Services, and Additional Labor - February 2026 -- {po: 1032} 3,349.00 03/20/2026 High Desert Power Project LLC February 2026 Capacity 625,000.00 03/20/2026 Marsh Landing, LLC February 2026 Capacity Purchases 701,750.00 03/23/2026 Maher Accountancy March 2026 - Treasurer and Accounting Services- {PO:1054} 23,400.00 03/23/2026 SDI PRESENCE LLC Services through January 31, 2026 software - {PO:1034} 831.60 03/23/2026 Lincoln Financial Group 3/23/26 Retirement debit 457B 14,320.83 03/23/2026 Lincoln Financial Group 3/23/26 Retirement debit 401A 38,414.48 03/23/2026 California ISO (Settlement Invoices) CAISO CAISO CRR period for 11/14/26-11/18/25, 11/07/25 - 11/13/25 & 2/12/26 - 2/19/26 462.77 03/23/2026 Orange County Printing Company Pop up banner -- {po:1048} 331.87 03/23/2026 Orange County Printing Company SMART LETTER MAILING -- {po:1048} 632.70 03/23/2026 Constellation Energy Generation, LLC January 2026 energy purchases 3,504,055.95 03/23/2026 Morgan Stanley Capital Group February 2026 energy purchases 1,222,893.00 03/23/2026 NRG BUSINESS MARKETING LLC February 2026 energy purchases 2,683,389.24 03/23/2026 Sunrise Power Company LLC February 2026 capacity purchase 1,556,250.00 03/23/2026 Transalta Energy Marketing Us Inc. February 2026 Energy Purchases 3,085,062.08 03/23/2026 Shell Energy North America January 2026 RECs 542,214.80 03/23/2026 Shell Energy North America January 2026 Capacity 569,620.00 03/23/2026 The Energy Coalition OCPA Customer Programs through January 31, 2026 - {PO:1041} 18,129.16 03/23/2026 The Energy Coalition 7 OCPA Residential Battery Rebate Program - {PO:1041} 7,000.00 03/23/2026 The Energy Coalition 4 OCPA residential battery rebate program - {PO:1041} 4,000.00 03/23/2026 Best Best & Krieger February 2026 - General counsel {po: 1002} 13,403.00 03/23/2026 Best Best & Krieger February 2026 - Public Record Requests {po: 1002} 6,793.50 03/23/2026 Best Best & Krieger February 2026 - Financial/Power procurement {po: 1002} 15,361.00 03/23/2026 Best Best & Krieger February 2026 - County Withdrawal {po: 1002} 3,842.47 03/23/2026 AVA Community Energy Orange County Power Authority share of Annual S&P Global Invoice for Credit Analytics Core 12,000.00 03/24/2026 The DOT Printer, Inc. 50 Tri-Fold Brochures- {PO:1049} 183.18 03/24/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 124.50 03/25/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 857.59 03/25/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 267.61 03/27/2026 Travel Bank Mileage - Administrative Services 24.02 03/27/2026 Travel Bank Mileage - Regulatory and Legislative 62.64 03/27/2026 Calpine Energy Services L.P. February 2026 Capacity 129,750.00 03/30/2026 SDI PRESENCE LLC Services through February 28, 2026 software - {PO:1034} 831.60 03/30/2026 MetLife January 2026 Invoice 1,656.04
03/30/2026 McCowin Water inc. Monthly Lease Payment: 3-Temp Cooler with RO 79.00 03/30/2026 Grammarly, Inc. Grammarly for business - annual subscription 2,958.00 03/30/2026 The Energy Authority Inc. (CAISO and ENERGY) CAISO period 3/06/26 - 3/12/26 & 12/05/25-12/11/25 248,200.96 03/30/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 42.96 03/30/2026 Igoe (Med-iBank) Medical and/or Dependent Care FSA Monthly Participation Fee 27.15 03/30/2026 Southern California Edison (Non-Energy) February 2026 service fees 15,013.63 03/30/2026 Lenovo Inc. 4 Lenovo laptops 7,041.03
03/30/2026 Kestrel 360 Inc. Green Bond Second Party Opinion on Clean Energy Project Revenue Bonds, Series 2026 23,226.00 03/30/2026 Best Best & Krieger February 2026 - Regulatory CPUC {po: 1002} 11,485.00 03/30/2026 Orange County Division League of CA Cities Sponsorship for Orange County Division Affiliate at theSilver level (2026) 2,500.00 03/30/2026 US Bank Credit Card *7799 Staff Support Gift Card 50.00 03/30/2026 US Bank Credit Card *7799 Support Arrangement for Staff 77.35 03/30/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - CalCCA Diablo Canyon Tour 166.00 03/30/2026 US Bank Credit Card *7799 Transportation Expense - Ride Share or Mass Transit - CalCCA Diablo Canyon Tour 128.00 03/30/2026 US Bank Credit Card *7799 Postage Energy Programs Energy Efficiency Kits (1) 10.15 03/30/2026 US Bank Credit Card *7799 Postage Energy Programs Energy Efficiency Kits (2) 20.30 03/30/2026 US Bank Credit Card *7799 Postage Energy Programs Energy Efficiency Kits (2) 20.30 03/30/2026 US Bank Credit Card *7799 Monthly subscription fee for OC Register 14.00 03/30/2026 US Bank Credit Card *7799 Parking Fees - Laguna Beach Environmental Sustainability Committee 4.00 03/30/2026 US Bank Credit Card *7799 Hotel Accommodations - Laguna Beach Environmental Sustainability Committee Meeting 167.64 03/30/2026 US Bank Credit Card *7799 Event Tickets (2) South Orange County Economic Coalition Meet the Mayors 50.00 03/30/2026 US Bank Credit Card *7799 Business Meal - Director Jung and City Council Member Bui 124.77 03/30/2026 US Bank Credit Card *7799 Airfare - 2026 CalCCA Annual Conference 372.80 03/30/2026 US Bank Credit Card *7799 Airfare - Board Meeting 412.80 03/30/2026 US Bank Credit Card *7799 Airfare - Board Meeting 395.79 03/30/2026 US Bank Credit Card *7799 Hotel Accommodations - On-site Department Support 218.22 03/30/2026 US Bank Credit Card *7799 Transportation Expense 31.15 03/30/2026 US Bank Credit Card *7799 Transportation Expense - Charge Reimbursed Check No. 314 14.96 03/30/2026 US Bank Credit Card *7799 Transportation Expense - Reversed charge from 2/20/2026 (31.15) 03/30/2026 US Bank Credit Card *7799 Phone Forwarding Service for Call Center 96.06 03/30/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 3.39 03/30/2026 US Bank Credit Card *7799 Office Supplies 31.25 03/30/2026 US Bank Credit Card *7799 Kitchen and Pantry Items 307.82 03/30/2026 US Bank Credit Card *7799 Office Supplies (refund) (31.25) 03/30/2026 US Bank Credit Card *7799 Office Supplies 41.90 03/30/2026 US Bank Credit Card *7799 Office Supplies 86.27 03/30/2026 US Bank Credit Card *7799 Employee Required Training - Workforce Harassment (3) 81.00 03/30/2026 US Bank Credit Card *7799 IT Small Equipment 129.29 03/30/2026 US Bank Credit Card *7799 Pro-Rated Refund for Membership - Moved to a Business Prime Account (1.12) 03/30/2026 US Bank Credit Card *7799 Recruitment posting for EA and R&L Managers - Portion was refunded in the same billing period ($564.00) 758.00 03/30/2026 US Bank Credit Card *7799 Refund - Billing Error (564.00) 03/30/2026 US Bank Credit Card *7799 Postage Certified Mail 33.25 03/30/2026 US Bank Credit Card *7799 Business Meal - All Staff Meeting 35.96 03/30/2026 US Bank Credit Card *7799 2026 Strategic Plan Workshop - Space Rental 352.50 03/30/2026 US Bank Credit Card *7799 Google Subscription 14.00 03/30/2026 US Bank Credit Card *7799 Notary public - CAC Onboarding 90.00 03/30/2026 US Bank Credit Card *7799 Business Meal - All Staff Meeting 49.55 03/30/2026 US Bank Credit Card *7799 Zoom Subscription 267.90 03/30/2026 US Bank Credit Card *7799 Recruitment Advertising - Regulatory and Legislative Manager 502.00 03/30/2026 US Bank Credit Card *7799 Background Check for new employee - Executive Assistant/Board Clerk 199.89 03/30/2026 US Bank Credit Card *7799 Internet Connection - Offsite 24.95 03/30/2026 US Bank Credit Card *7799 Internet Connection - Offsite 24.95 03/30/2026 US Bank Credit Card *7799 Internet Connection - Offsite 24.95 03/31/2026 City of Irvine Irvine Loan Early Repayment 342,702.67 SUBTOTAL 59,721,588.65
01/02/2026 December 16 - 31 -Salaries, Wages, Fringe Benefits 114,756.71 01/02/2026 December 16 - 31 -Payroll Taxes 38,498.69
01/02/2026 December 16 - 31 -Paychex Service Fee 256.25 01/20/2026 January 1 - 15 -Salaries, Wages, Fringe Benefits 120,741.43 01/20/2026 January 1 - 15 -Payroll Taxes 34,655.91
01/20/2026 January 1 - 15-Paychex Service Fee 1,300.00
02/05/2026 January 16 - 31 -Salaries, Wages, Fringe Benefits 128,531.88 02/05/2026 January 16 - 31 -Payroll Taxes 46,021.52
02/05/2026 January 16 - 31-Paychex Service Fee 326.50
02/19/2026 February 1 - 15 - Salaries, Wages, Fringe Benefits 122,014.06 02/19/2026 February 1 - 15 - Payroll Taxes 34,444.64
02/19/2026 February 1 - 15 - Paychex Service Fee 614.00 03/05/2026 February 16 - 28 - Salaries, Wages, Fringe Benefits 112,746.67 03/05/2026 February 16 - 28 - Payroll Taxes 32,243.63
03/05/2026 February 16 - 28 - Paychex Service Fee 326.50 03/19/2026 March 1 - 15 - Salaries, Wages, Fringe Benefits 130,035.11 03/19/2026 March 1 - 15 - Payroll Taxes 39,335.04
03/19/2026 March 1 - 15 - Paychex Service Fee 609.25
SUBTOTAL 957,457.79
Orange County Power Authority | Staff Report | Page 1 of 13

ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 7.3
To: Orange County Power Authority Board of Directors
From: Matt Chill, Regulatory Analyst
Approved by: Joe Mosca, Chief Executive Officer
Subject: LEGISLATIVE AND REGULATORY UPDATE
Date: May 7, 2026

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(S)
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), California Air Resources Board (CARB), South Coast Air Quality Management District (SCAQMD), and the California Energy Commission (CEC). A summary of high priority, active proceedings is provided below.

Staff also track and analyze bills in the California Legislature and in Congress. A summary of key legislative activities and bills is included below.

Orange County Power Authority | Staff Report | Page 2 of 13

DISCUSSION / ANALYSIS
California Legislative Update
The California Legislature went on its spring recess starting on March 26, 2026, and reconvened on April 6, 2026. The month of April came with several key committee meetings involving CalCCA-sponsored legislation and other bills with high levels of potential impact for OCPA. Specific updates are discussed below.

CalCCA Sponsored Legislation
As a reminder, CalCCA’s sponsored Resource Adequacy (RA) Transactability legislation was introduced by Senator Padilla (Senate Bill (SB) 1138)) and CalCCA’s Power Charge Indifference Adjustment (PCIA) data disclosure legislation was introduced by Assemblymember Rogers (Assembly Bill (AB) 1761). These bills are part of our strategy to address energy affordability concerns and ultimately drive down costs for OCPA customers’ bills. No single effort or solution will solve the energy affordability challenges facing ratepayers throughout the state. Instead, meaningfully reducing the high cost of electricity bills in California will require many small-to-moderate enhancements, such as these, in combination.

Fact sheets are included as attachments 1 and 2 for AB 1761 and SB 1138, respectively. Support letters for AB 1761 and SB 1138, sent to the Assembly and Senate Appropriation Committees, are included as attachments 3 and 4.

SB 1138
Background: This bill would require the CPUC to permit Load Serving Entities (LSEs) to trade RA obligations to each other up to 25% of their total compliance obligations. Such a modification furthers the intent of the Slice of Day RA framework to enable greater systemwide efficiency and cost savings within the RA program.

Update: SB 1138 passed with amendments through the Assembly Committee on Utilities and Energy on April 7, 2026 with a 13-0 vote. There were zero "no" votes, but there were four abstains from republican senators. CalCCA is working to hopefully see this bill be more bipartisan than it was out of the Utilities and Energy committee. Senator Becker is officially a co-author of the bill. SB 1138 was assigned to the April 27, 2026 Senate Appropriations Committee, where it was placed on suspense file. OCPA submitted a support letter on SB 1138 to the Assembly Appropriations Committee on April 24, 2026.

Orange County Power Authority | Staff Report | Page 3 of 13 AB 1761
Background: This bill would require all data used to inform the PCIA calculation and other rate elements from the CPUC and investor-owned utilities (IOUs) be made available to all LSEs and ratepayer advocates on behalf of impacted customers.

Update: This bill was heard in the Assembly Utilities and Energy Committee on March 18, 2026 and passed with amendments on a 15-0 vote. The bill was heard at the Assembly Appropriations Committee on April 29, 2026, where it was placed on suspense file. OCPA submitted a support letter on AB 1761 to the Assembly Appropriations Committee on April 24, 2026.

AB 2383
Background: AB 2383, introduced by Assemblymember Zbur, would give the CPUC jurisdiction over large loads rates for LSEs, including OCPA. The intent of the bill is to incorporate consumer protections against cost shifting towards other non-large load ratepayers. OCPA firmly believes in these core principles and is open to some related language being incorporated into statute, but opposes legislation that shifts ratemaking autonomy from our board to the CPUC, as this bill would do as currently written.

Update: AB 2383 passed out of the Assembly Committee on Utilities and Energy with a 16-1 vote. Assemblymember Tri Ta voted no on this bill.

OCPA submitted oppose unless amended letters to the Assembly Appropriations Committee, as well as to Assembly members Tri Ta and Diane Dixon directly as they are both on the Appropriations committee. OCPA requested the bill author to work with CalCCA on amendments that would restrict CPUC jurisdiction over ratemaking to just the IOUs and incorporate more general language into statute about ratepayer protections against cost shifting from large load customers that applies to all LSEs, but does not strip CCA boards from maintaining control over rate-setting. This oppose unless amended letter is included as attachment 5.

CalCCA met with Assemblymember Zbur on April 21, 2026, and communicated this stance and proposed bill amendments. It was unclear whether the bill author plans to accept these amendments.

Regulatory Update
California Public Utilities Commission Updates
Power Charge Indifference Adjustment (PCIA) Proceeding – R.25-02-005 Orange County Power Authority | Staff Report | Page 4 of 13 Background: On February 11, 2025, the CPUC issued an Order Instituting Rulemaking (OIR) to initiate a new proceeding related to the Power Charge Indifference Adjustment (PCIA). The proceeding consists of two tracks. The first track was an expedited track focused on potential modifications to the Market Price Benchmark (MPB). Track two considered several issues including a review of the revisions to the MPB, consideration of ERRA-specific implementation guidance for RA program changes, changes to Bundled Procurement Plan directions, and consideration of improved PCIA and ERRA mechanisms to reduce rate volatility.

The Track 1 PD was approved at the June 26, 2025, CPUC Voting Meeting. The Track 1 PD states:
• The current RA MPB methodology examines a three-year dataset to determine the local RA MPB forecast, adding a fourth year to the dataset for the final local RA MPB. Adjusting the methodology to a single RA MPB calculation, utilizing system, flexible, and local RA procurement data from the three- and four- year datasets, allows for the consideration of more transaction data. • Combining the three MPBs into a single MPB with three years of data for forecast MPBs and an additional year of data for final MPBs appropriately balances data sufficiency with the Commission’s currently established method of valuing RA portfolios based upon short-run market prices.
• The RA MPB should be based upon competitive market pricing that reflects supply and demand dynamics.
• Affiliate and swap transactions reflect considerations other than market-based supply and demand pricing of the resources involved in the transaction. • Inclusion of affiliate and swap transactions in the RA MPB calculation introduces the potential for manipulation of the RA MPB.
• Transactions between the PG&E CPE and PG&E LSE, as well as transactions between the SCE CPE and SCE LSE are subject to independent verification that ensures transaction values reflect competitive pricing. • Sleeve transactions involve multiple transactions based involving the same resource and single market-based price. Considering each transaction within a sleeve as a separate transaction in the RA MPB calculation results in the overweighting of a single price determination within the transaction dataset and distorts the RA MPB.
• The changes adopted should be applied to the calculation of the 2025 Final and 2026 Forecast RA MPB and all succeeding forecast and final MPB calculations.

On July 28th, 2025, CalCCA filed an Application for Rehearing (AfR) on Track 1 of the proceeding. This AfR addressed CCA opposition for the CPUC’s engagement with retroactive ratemaking in the MPB calculation methodology for the 2025 ERRA True Up, which is prohibited under Section 728 of the Public Utilities Code. On October 31, 2025, Orange County Power Authority | Staff Report | Page 5 of 13 the Commission issued an Order Denying CalCCA’s Application for Rehearing of the Track 1 decision regarding RA MPB calculations.

On December 1, 2025, CalCCA requested that the Court grant the Petition for Review of D.25-06-049 and reverse the Decision on the grounds that (1) the Decision violated the prohibition against retroactive ratemaking; and (2) the Decision’s retroactive application to 2025 rates was not supported by adequate findings or substantial evidence in the record.

In terms of Track 2, pertaining to the valuation of pre-2019 banked RECs, the CPUC released a Staff Report and Proposals on Pre-2019 Banked RECs on March 27, 2026.

This staff report does not draw a conclusion regarding the balance of indifference between departed and bundled load. The CPUC acknowledges merits and challenges to the arguments of both CalCCA and the IOUs. The CPUC Offers four proposals for Valuing Pre-2019 Banked RECs:

1. Load-Share Weighted RPS MPB

2. Department of Energy (DOE) REC Value

3. 50/50 Split

4. Adjusted Weighting Mechanism
The parties to the proceeding are currently collaborating to determine the most appropriate procedural pathway forward, including how to best respond to the CPUC’s staff report. A final Commission Decision on Track 2 is expected at the September 3, 2026 Voting Meeting.

The CPUC is just starting to kick of Track 3 of the proceeding, which deals with more general, structural change to the PCIA.

Update: CalCCA’s reply brief for the Track 1 appeal is due on April 1, 2026.

In terms of Track 2, OCPA has collaborated with CalCCA and other CCAs in helping to shape the narrative that CalCCA will eventually use to respond to the CPUC’s Staff Report. On April 21, 2026, CalCCA submitted the Joint Case Management Statement which requests the April 28, 2026 Evidentiary Hearing be cancelled if the ALJ moves up comments or testimony prior to legal briefing.

CalCCA submitted reply comments on Track 3 on April 10, 2026. CalCCA’s comments pushed back against the IOUs’ opening comments which argued a need to start Track 3 with an expedited phase that covers restricting against negative PCIA values and implementing a similar methodology update to the RPS MPB that was done in 2025 to the RA MPB. CalCCA asserted that the point of Track 3 was to be broader, and starting with two issues that are just important from the IOU point of view is not a fair approach.

Orange County Power Authority | Staff Report | Page 6 of 13 CalCCA also requested the CPUC order the IOUs to produce all data in CalCCA's data matrix so that it can be on equal footing to the IOUs in terms of proposing enhancements to the PCIA process.

Resource Adequacy (RA) - R.25-10-003
Background: This rulemaking continues the CPUC’s oversight of the Resource Adequacy (RA) program, establishes forward RA procurement obligations applicable to load-serving entities (LSEs) beginning with the 2027 compliance year, and considers structural reforms to the program. This proceeding is the successor to Rulemaking 23- 10-011, which addressed these topics over the past two years.

This rulemaking will address the 2027 and 2028 RA compliance years, local RA obligations for the 2027-2029 and 2028-2030 compliance years, and further refinements to the Slice of Day (SOD) program.

Track 1 of the proceeding will consider:

1. Adoption of Local Capacity Requirements for 2027-29 compliance years

2. Adoption of Flexible Capacity Requirements for 2027

3. Accreditation for Long-Duration Energy Storage (LDES)

4. Unforced Capacity (UCAP)1

5. Accreditation for Solar and Wind Resources

6. Transactability Issues within the Slice of Day Framework

7. Residual Unit Commitment (RUC) for RA Resources

8. Energy Only (EO) Resources2
CalCCA’s Track 1 Proposals recommend the CPUC:

1. Coordinate with the CEC to separate data center loads from the forecast used to set RA requirements and instead base associated RA requirements on actual data center load interconnection information;

2. Account for the reliability value that can be provided by energy only co-located resources under the SOD framework;

3. Clarify the intended use of local RA central procurement entity (CPE) data request results3 to ensure consistency; and
1 This is a new metric being developed that considers outage potential for different resources that could be used for Slice of Day (SOD) accreditation and potentially other aspects of the RA program and more broadly throughout CPUC operations.
2 This pertains to CalCCA’s prior proposal to count co-located EO resources as RA resources. 3 The CPUC collects data from all LSEs in SCE and PG&E territory on existing Local RA contracts and shares an anonymized version of the data to the CPE to inform existing contracts and how much Local RA is still needed.

Orange County Power Authority | Staff Report | Page 7 of 13

4. Publish aggregated results of the local RA CPE data request process so that CPEs and LSEs have access to the same information to inform their procurement processes.

The CPUC’s Report on Transactability indicated it did not believe the value of transactability justified the effort to implement it. Despite this disappointing result, CalCCA filed its proposal for RA Slice of Day (SOD) Transactability on March 3, 2026.

CalCCA pushed back on the CPUC’s Transactability Report. CalCCA was the only party to file a proposal.

A final decision on Track 1 is anticipated by early July 2026, and Track 2 is expected to conclude by June 2027.

Update: On April 16, 2026, CalCCA submitted a Motion for Leave to file a Sur-Reply to the Reply Comments of the Joint Utilities who pushed back against RA SOD Transactability. On April 17, 2026, the CPUC approved CalCCA's motion, and opened up the opportunity to all parties to submit Sur-Reply Comments by April 23, 2026.

CalCCA filed sur reply comments on April 17, 2026. These comments explain why the joint California IOUs’ arguments against RA Transactability are erroneous.

Integrated Resource Planning (IRP) – R.25-06-019
Background: This OIR, issued on July 2, 2025, supersedes R.20-05-003 as the primary venue for CPUC oversight of the IRP process, which requires the Commission to identify a resource portfolio to ensure a reliable electric supply that can also achieve clean energy and environmental goals of SB 350 and SB 100.

R.20-05-003 remains open for purposes of considering a staff proposal on the Reliable and Clean Power Procurement Program (RCPPP) framework, as proposed in the April 25, 2025 Administrative Law Judge’s Ruling. Future work or further development and implementation of RCPPP, if adopted, will occur in this new IRP rulemaking.

On February 26, 2026, the CPUC voted unanimously (5-0) to approve a Procurement Order for 6,000 MW of clean capacity for LSEs throughout the state. OCPA’s procurement obligations are now to procure 25 MW of capacity in each of 2030, 2031, and 2032, for a total of 75 MW. The annual deadline for all three years is June 1. Out of the total 75 MW, OCPA must procure a total of at least 19 MW of clean, firm resources4 and/or Long-Duration Energy Storage (LDES).5
4 These must be non-weather-dependent, non-use-limited, zero-emission, and maintain 80% annual capacity factor. Eligible technologies include geothermal, green hydrogen, or bioenergy, but not storage. 5 These must be energy storage resources that can discharge for at least eight hours continuously.

Orange County Power Authority | Staff Report | Page 8 of 13 Update: On April 6, 2026, the Alliance for Retail Energy Markets, Coalition of California Large Energy Users, the Regents of the University of California and Shell Energy North America (US), L.P. filed an application for Rehearing (AfR) of the IRP Decision 26-02- 057 - the 6,000 MW procurement order. They filed the application on the grounds that the procurement order does not comply with California law. They argue this disregards the Section 397 1(a) California Public Utilities Code requirement that allocation must be based on "contribution of the load-serving entity's load and resource portfolio to the electrical system conditions that created the need for the procurement.” Since there is a cap in place for electric service providers (ESPs), these parties assert that they should not be allocated capacity within the recent procurement order.

On April 13, OCPA met with CalCCA and other CCAs to discuss an approach to respond to the Application for Rehearing (AfR) from ESPs. OCPA and other CCAs shared perspectives that shaped CalCCA’s comments.

Responses to the AfR were submitted on April 21, 2026. CalCCA's comments argue that the CPUC should reject the AfR because:
• The procurement order was actually issued and allocated to all LSEs as a result of a system reliability need, not due to projected load growth. • Adjustments to procurement order allocation methodology should procedurally occur within the IRP procurement track or RCPPP when it is launched. This will take time and there is a compressed timeline for LSEs to meet ordered procurement, and we cannot spend this time now deliberating over this. • The rehearing parties improperly use the rehearing of this procurement order decision as a vehicle to advance a separate policy objective of reevaluating the cap on ESPs.

Direct Access Rulemaking (R.19-03-009)
Background: The Commission opened this Order Instituting Rulemaking (OIR) in 2019 to implement Senate Bill (SB) 237, which increases the number of gigawatt hours allowed in Direct Access (DA) arrangements for non-residential customers and directs the Commission to provide recommendations to the Legislature on whether and how it should resume the DA program for all interested nonresidential customers, among other issues. SB 237 sets forth two main requirements. First, it adds Section 365.1(e) to the Public Utilities Code, which states: “On or before June 1, 2019, the commission shall issue an order regarding direct transactions that provides as follows: (1) Increase the maximum allowable total kilowatt-hours annual limit by 4,000 gigawatt hours and apportion that increase among the service territories of the electrical corporations. (2) All residential and nonresidential customer accounts that are on direct access as of January 1, 2019, remain authorized to participate in direct transactions.” Orange County Power Authority | Staff Report | Page 9 of 13 Except for this express authorization for increased DA transactions under SB 237, the previously enacted suspension of DA transactions remained in effect.

Update: Alliance for Retail Energy Markets, California Coalition of Large Energy Users, Direct Access Customer Coalition, Regents of the University of California, Shell Energy North America (US), L.P. and Western Power Trading Forum submitted a Petition for Modification (PfM) of D.21-06-033. The Joint parties are claiming this petition is filed as a direct result of Commission Decision 26-02-057 (2030-32 Procurement Order), and could not have been filed within a year of D.21-06-033 accordingly.

The Joint parties are requesting the Commission modify the DA Decision to lift the cap on DA customers given the recent procurement order which allocated capacity to them.

OCPA is collaborating with CalCCA to develop comments opposing this PfM.

Climate Credit – R.25-07-013
Background: This OIR was opened on July 24, 2025, to improve the California Climate Credit (Climate Credit). The Climate Credit has historically provided residential and small business customers with semi-annual bill credits using a portion of revenues from the California Cap-and-Trade Program. Residential customers received on average ~$120 from the credit in 2025, dispersed in April and October. In 2026, the annual credit amount is anticipated to be closer to $70. The CPUC opened the proceeding to further address affordability, and to support the California Industry Assistance which is intended to minimize businesses relocating to other states without emissions compliance programs.

OCPA aims to support modifications to the Climate Credit that are competitively neutral, including eligibility criteria and customer messaging, and to ensure existing customers continue receiving the Climate Credit.

On February 9, 2026, the CPUC distributed a PD that will pause the delivery of the residential climate credit until the Commission determines when in 2026 these credits should be distributed. Both the April and October residential credits were paused. The CPUC voted to approve this decision (D.26-03-013) with a 5-0 vote on March 19, 2026.

The CPUC then released a PD on Phase 1A of the Climate Credit on March 26, 2026.

This proposed decision would:
• Require the IOUs to distribute the credit in August and September due to these being two of the highest bill months for typical customers throughout California; • Require the IOUs to update messaging on their websites with this info and are mandated to put messaging on-bill during these months listing the amount of Orange County Power Authority | Staff Report | Page 10 of 13 savings and attributing those savings to the Climate Credit and the Cap-and-Invest Program.

This Phase 1A PD is expected to be voted on during the April 30, 2026 CPUC Voting Meeting. More wholesale Climate Credit change will occur at a later date via Phase 1B of the proceeding.

Update: CalCCA filed comments on the Phase 1A PD on April 15, 2026 and filed reply comments on April 20, 2026. Of note, CalCCA’s reply comments pushed back on SDG&E’s suggestion that the IOUs use discretion as to when to release the credits and supported the California Environmental Justice Alliance’s suggestion to have a working group on climate credit communications.

Renewable Market Adjusting Tariff (ReMAT) & Community Renewable Energy Tariff – A.22-05-022
Background: The Renewable Market Adjusting Tariff (ReMAT) is a feed-in tariff program that allows small Renewable Portfolio Standard (RPS) eligible generators less than 3 MW or less to sell renewable electricity to investor-owned utilities (IOUs). ReMAT utilizes fixed-price contracts with standard terms and conditions and market-based prices adjusted annually via CPUC resolution. Electricity generated through the ReMAT program may count towards and IOU's RPS requirements.

Update: In a proposed Decision to the A.22-05-022 proceeding, parties argued to modify ReMAT and proposed additional ratepayer-funded compensation for ReMAT projects based on project benefits. Several CCAs proposed a "Community Solar Adder" to enhance payments to developers and a “Grid Capacity Adder” to projects in capacity constrained areas. Joint CCAs also proposed raising the max project size to 5 MW.

The CPUC rejected these proposals as they would increase non-participant cost impacts that exceed avoided costs. This proposed decision would create a new Community Renewable Energy tariff, though. Once the decision is issued, the IOUs will need to file Tier 2 Advice letters detailing their proposed Community Renewable Energy tariffs and an implementation plan. ReMAT tariff structures will inform cost and generation resource foundations.

CCAs can notify the Commission of their intent to participate in the program and may begin participating at any time by notifying the Commission via a Tier 1 advice letter.

CCAs can also end program participation at any time with a Tier 1 AL.

California Energy Commission (CEC) Updates
Load Management Standards (23-LMS-01)
Orange County Power Authority | Staff Report | Page 11 of 13 Background: The Load Management Standards have four primary requirements:

1. The California Energy Commission (CEC), large utilities and community choice aggregators maintain the accuracy of existing and future time-varying rates in the publicly available and machine-readable Market Informed Demand Automation Server (MIDAS) rate database.

2. Large utilities and CCAs develop a standard rate information access tool to support third-party services.

3. Large utilities and CCAs develop and submit locational rates that change at least hourly to reflect marginal wholesale costs.

4. Large utilities and CCAs integrate information about new time-varying rates and automation technologies into existing customer education and outreach programs.

Update: The CEC released guidance on LMS Annual Compliance Reports.

If OCPA's LMS Plan is approved at the May 13, 2026 Business Meeting, then its first annual LMS compliance report will be due on May 13, 2027.

California Air Resources Board (CARB) Updates
Cap and Investment Program
Background: CARB introduced the RPS Adjustment into regulation for the Cap and Investment Program in 2010. The RPS Adjustment reduces the compliance obligations for the Cap and Investment program for PCC2 RECs based on the quantity of MWh procured from eligible renewable energy resources that were not directly delivered to California. PCC2 RECs are purchases of renewable energy from out-of-state resources that aren’t delivered to California and are paired with purchases of substitute energy, generally unspecified electricity imports.

Update: On April 14, 2026, CARB released amended regulation to the RPS adjustment that would effectively accelerate sunsetting the provision from the end of 2030 to the end of 2026. Such an amendment would render PCC2 RECs uneconomic and would likely drive up the costs of RPS compliance for LSEs from 2027-2030. Comments are due on these proposed amendments by April 29, 2026. CARB is holding a hearing to discuss the matter on May 28, 2026.

California Independent System Operator (CAISO) Updates
Market Design and Infrastructure Catalogs
Background: These are the new processes the CAISO is using to determine if new CAISO initiatives should be initiated. The infrastructure catalog will consider initiatives related to transmission planning and interconnection. The market design catalog will Orange County Power Authority | Staff Report | Page 12 of 13 consider initiatives related to market design, resource adequacy, and other related topics.

Update: Comments on these catalogs are due on May 15, 2026. CalCCA plans on submitting comments.

Transmission Planning Process (TPP)
Background: Each year, the ISO conducts its transmission planning process to identify potential system limitations as well as opportunities for system reinforcements that improve reliability and efficiency. The transmission planning process core product is the ISO Transmission Plan, which provides an evaluation of the ISO control grid, examines conventional grid reliability requirements and projects, summarizes key collaborative activities and provides details on key study areas and associated findings.

Update: The CAISO posted its Draft 2025-2026 Transmission Plan, based on the state’s projections indicating that California’s load will grow by 15 gigawatts (GW) by 2035 and 20 GW by 2040 while the installed resource capacity will need to increase by more than 74 GW and 107 GW, respectively. The draft plan recommends 38 transmission projects with an estimated cost of $7 billion.

Federal Energy Regulatory Commission (FERC) Updates
Large Loads Advanced Notice of Proposed Rulemaking (ANOPR) Background: On October 23, 2025, the Secretary of Energy (Secretary) released an ANOPR pursuant to Section 403 of the Department of Energy Organization Act. The ANOPR directed the Commission to consider “potential reforms to ensure the timely and orderly interconnection of large loads to the transmission system.” There are concerns about whether this rulemaking could tread upon areas that have traditionally fallen within the primary jurisdiction of the states. Historically, FERC has declined to assert jurisdiction over load interconnections, which—along with retail service terms, cost allocation, and resource planning for load growth—have long been within the purview of state regulators under Section 201(b) of the Federal Power Act.

Update: FERC states that it will act with respect to this docket by the end of June 2026 in a Commission Order issued on April 16, 2026. FERC does not intend for whatever the decision is in June 2026 to discourage public utilities to make separate filings to address large loads issues.

Events, Workshops, and Meetings
Orange County Power Authority | Staff Report | Page 13 of 13 During the past month, staff attended several events, workshops, and meetings. These included:
• CalCCA Regulatory Policy meetings – including several tiger team meetings covering PCIA, Climate Credit, POLR, IRP, Large Load, Disconnections, DAC-GT, IEPR, Rate Design, and RA proceedings • Weekly CalCCA Legislative Policy meetings - including several Tiger teams such as Infrastructure, Diablo Canyon, Autonomy, and Affordability • CalCCA Legislative Committee Meeting
• California Clean Energy Summit 2026
• Senate Energy Committee Meeting
• Assembly Appropriations Committee Meeting
• CPUC Voting Meeting
• DAC-GT Solicitation Materials Meeting with CPUC
• CalCCA IRP RESOLVE Analysis Meeting
• Weekly OCPA / Calpine Meeting
• CalCCA Meeting on Direct Access Expansion Request
• SCE ERRA Compliance Kickoff

FISCAL IMPACT
None.

ATTACHMENT(S)

1. AB 1761 Fact Sheet

2. SB 1138 Fact Sheet

3. AB 1761 Support Position Letter to Assembly Appropriations Committee

4. SB 1138 Support Position Letter to Senate Appropriations Committee

5. AB 2383 Oppose Unless Amended Position Letter to Assembly Appropriations Committee
Assembly Bill 1761 – Improving Energy Bill Transparency Updated: February 18, 2026
Assemblymember Chris Rogers, 2
nd Assembly District
Bill Summary
AB 1761 improves transparency to how the Power Charge
Indifference Adjustment (PCIA), a charge on nearly all
energy bills, is calculated.

Background
Electricity bills in California are on the rise, in part due to challenging market conditions and outdated and
inefficient regulatory policies. Families and businesses are feeling the impact. Lawmakers and regulators need
practical, consumer-focused solutions that ensure
customers do not pay more than their fair share.

One tool to ensure customers receive energy bills that
are fair and accurate is increased transparency in how
PCIA charges are calculated. The PCIA is a fee
designed to ensure customers who leave utility
generation service, like customers of a Community
Choice Aggregator (CCA) or Energy Service
Provider (ESP), pay their portion of legacy power
costs. But since the PCIA was implemented, there has
been no consistent standard for what data must be
made available in any California Public Utilities
Commission (CPUC) process or proceeding where
the PCIA, or a related charge, is set.

Problem
CCAs, ESPs, and their customers must pay the PCIA
charge but often lack access to the data, assumptions, and methods used to set it. This transparency problem leads to disputes, inefficiencies, and unexpected rate impacts for customers. More specifically:
• Disclosures vary by utility and by CPUC
proceeding, resulting in repeated fights between
CCAs and Investor-Owned Utilities (IOUs) over
data access and increased administrative
inefficiencies as the CPUC resolves disputes on a
case-by-case basis.
• Utilities sometimes make mistakes. In a 2019
PG&E proceeding, CalCCA identified $73
million in errors (including a $16 million increase
for CCA customers). In a recent proceeding,
PG&E identified an accounting error that would
have cost CCA customers $217 million.
• In an ongoing PCIA Rulemaking, the
Commission withheld information on the
evidence underlying their proposal and the rate
impacts of a proposed change. The CPUC did not
respond to a Public Records Act request for the
information.

Without adequate transparency, CCAs and ESPs are
unable to verify the accuracy of the PCIA charges that
their customers must pay and cannot confidently forecast rates – both of which are affordability tools needed to protect customers from unexpected rate increases.

Solution
AB 1761 proposes amending the Public Utilities Code to
require the CPUC and IOUs to disclose all data used to
calculate PCIA costs, including cost inputs, forecasting assumptions, and methodologies. The bill would also
ensure that when parties make proposals in a proceeding to change the PCIA they provide all the underlying data informing that proposal. Sensitive information would
remain protected through Commission-approved
nondisclosure agreements – a practice already used to
protect sensitive information in other compliance areas.

Greater transparency allows CCAs and ESPs to better
advocate for their customers and assess proposals to
change the PCIA. It also can inform cost forecasts and
shield customers from sudden rate swings. It reduces
repeated fights over information, improves regulatory
efficiency, and encourages utilities to verify calculations since the underlying data would be open to review. Costs to implement the proposal are miniscule, as most of this information already exists, while the benefits for rate, accuracy, stability, and consumer protection are
substantial. This proposal strengthens confidence that
customers pay their fair share — and not more.

For More Information:

Logan Pitts, Legislative Director
[email protected]
(916) 319-2002
Support
California Community Choice Association-CalCCA(sponsor) SB 1138 – Lowering the Cost of California’s Resource Adequacy (RA) Program Background
California’s Resource Adequacy (RA) program, which ensures there is enough electricity supply to meet customer demand, recently transitioned to a new “Slice-of-Day (SOD)” compliance framework, which requires load-serving entities (LSEs), such as community choice aggregators (CCAs), investor-owned utilities (IOUs) and energy service providers (ESPs), to procure enough RA to meet load obligations in each hour rather than monthly. While this aligns resources more precisely with load, under current rules, LSEs can only buy or sell RA products for the whole month even though obligations are unique to each hour.

Problem
The mismatch between the procurement obligations and transaction rules forces LSEs to purchase more RA than they need to meet their obligations, creating artificial market scarcity and unnecessarily driving up RA demand (and prices). It’s akin to having to buy a crate of oranges when you only need a few slices. These unnecessary costs fall directly on California ratepayers, totaling tens of millions of dollars annually.

Solution
At a time of rapidly rising costs in the electricity sector, policymakers should provide LSEs maximum flexibility in how they contribute their fair share to keep the overall system reliable. SB 1138 would lower the costs to consumers of California’s RA trading program by allowing LSEs to transact RA load obligations on an hourly basis to align with the new slice-of-day RA program.

Benefits
Enabling hourly load obligation trading:
 Promotes efficiency: LSEs with excess resources in one hour could trade with LSEs that are short, reducing the need to purchase additional RA.
 Delivers affordability: In 2025, hourly trading could have lowered RA costs for consumers by avoiding $105 million in excess RA purchases for summer 2025 and potentially saving an additional $77 million annually.
 Maintains LSE Responsibility: Creates a new procurement product rather than offering relief from meeting existing requirements
 Requires limited administrative oversight: Trades can be executed bilaterally with existing RA tracking tools, making the system administratively simple while maintaining each LSE’s full responsibility to meet obligations.
2 Today’s RA rules make it difficult for CCAs to allocate resources efficiently, resulting in unnecessary costs and administrative hurdles. By allowing hourly transactions, CCAs can better match supply to local demand, reduce over-procurement, and protect customers from inflated electricity costs. The system becomes more transparent, predictable, and fair. These reforms could save tens of millions of dollars each year while maintaining reliability and supporting California’s clean energy goals.

Staff Contact
Name: Emily Zhou
Title: Legislative Aide
Email: [email protected]
Capitol Office: (916) 651 – 4018
Support
• California Community Choice Association (sponsor)
April 24, 2026
TO:

Assemblymember Buffy Wicks
Chair Assembly Committee on Appropriations
1021 N Street, Suite 8220
Sacramento, CA 95814
Re: AB 1761 (Rogers) - Support
Dear Chair Wicks,
On behalf of Orange County Power Authority (OCPA), I am pleased to write in strong support of AB 1761 by Assemblymember Chris Rogers, which would improve transparency and predictability in the calculation of the Power Charge Indifference Adjustment (PCIA).

OCPA is a not-for-profit public agency and load-serving entity that offers clean power at stable and competitive rates, significantly reducing greenhouse gas emissions and reinvesting locally in energy programs. Launched in 2022, OCPA serves close to 200,000 customers across Orange County and growing.

Rising electricity costs across California continue to place increasing strain on families and businesses.

Addressing affordability requires practical reforms that ensure customers are paying no more than their fair share. AB 1761 represents an important step in that direction.

The PCIA is a charge paid by customers who receive generation service from a Community Choice Aggregator (CCA) rather than an investor-owned utility. It is intended to ensure those customers cover their share of legacy utility power procurement costs. Yet since its creation, there has been no consistent standard governing what information must be disclosed in proceedings at the California Public Utilities Commission when PCIA rates are established or modified.

This lack of transparency creates real challenges for OCPA and the communities we serve. Without access to the data, assumptions, and methodologies underlying PCIA calculations, we are unable to fully verify the accuracy of these charges or confidently forecast future costs. Both verification and predictability are essential tools for protecting our customers from unexpected rate increases.

In addition, inconsistent disclosure practices across utilities and proceedings often result in avoidable disputes and inefficiencies. Errors in past PCIA-related filings have demonstrated the stakes for customers when assumptions or inputs go unexamined. Ensuring that underlying data is available would allow load-serving entities like OCPA to better assess proposals, improve long-term planning, and advocate more effectively on behalf of our ratepayers.

AB 1761 would address these issues by requiring disclosure of the inputs, assumptions, and methodologies used to calculate PCIA costs. It would also ensure that any proposal to modify the PCIA in a regulatory proceeding is supported by the data informing that proposal. Importantly, the bill preserves existing protections for market-sensitive information through nondisclosure agreements already used by the Commission.

Greater transparency will help improve regulatory efficiency, reduce unnecessary disputes, and increase confidence that PCIA charges are fair and accurate. Ultimately, this will better equip OCPA to manage costs and protect our customers from sudden and avoidable rate volatility.

For these reasons, OCPA strongly supports AB 1761 as an important step toward improving affordability and accountability in California’s electricity rates.

If you have any questions, please contact Matt Chill, Regulatory Analyst, at (949) 504-4886 or [email protected].

Sincerely,
Matt Chill
Regulatory Analyst
April 24, 2026
TO:

Assemblymember Sabrina Cervantes
Chair Senate Appropriations Committee
State Capitol, 412
Sacramento, CA 95814
Re: SB 1138 (Padilla) - Support
Dear Chair Cervantes,
On behalf of Orange County Power Authority (OCPA), I am pleased to express our support for SB 1138, which would improve efficiency and affordability within California’s Resource Adequacy (RA) program by allowing load-serving entities to transact RA obligations on an hourly basis.

OCPA is a not-for-profit public agency and load-serving entity that offers clean power at stable and competitive rates, significantly reducing greenhouse gas emissions and reinvesting locally in energy programs. Launched in 2022, OCPA serves close to 200,000 customers across Orange County and growing.

As electricity costs continue to rise across California, it is critical that policymakers pursue practical reforms that reduce unnecessary expenses while maintaining system reliability. SB 1138 offers a thoughtful solution that does both.

California recently transitioned its RA program to a Slice-of-Day compliance structure, requiring load-serving entities (LSE), including Community Choice Aggregators (CCAs) like OCPA, to demonstrate sufficient resources to meet demand in each hour of the day. While this framework improves alignment between resources and system needs, current market rules still require RA to be bought and sold on a monthly basis.

This disconnect between hourly obligations and monthly procurement creates inefficiencies that force LSEs to purchase more RA capacity than is needed to meet reliability requirements. The result is artificial scarcity in the RA market and higher costs that are ultimately borne by customers.

SB 1138 would address this mismatch by allowing hourly RA load obligation trading. By enabling load-serving entities with excess capacity in one hour to transact with entities that are short in another, the bill would:
• Improve market efficiency by better aligning procurement with actual system needs • Reduce unnecessary over-procurement
• Lower costs for ratepayers
• Maintain full reliability obligations for all load-serving entities Importantly, this reform does not weaken reliability standards or reduce procurement responsibilities.

Instead, it introduces a more flexible transactional framework that allows providers to meet their existing obligations in a more cost-effective manner.

Today’s rigid RA transaction rules limit the ability of community choice aggregators to efficiently manage resources on behalf of their customers. Greater flexibility through hourly trading would allow OCPA to better match supply to local demand and avoid unnecessary expenditures that provide no added reliability value.

At a time when affordability is a growing concern for households and businesses alike, SB 1138 represents a commonsense modernization of the RA program that could save ratepayers tens of millions of dollars annually while maintaining grid reliability.

For these reasons, OCPA supports SB 1138.

If you have any questions, please contact Matt Chill, Regulatory Analyst, at (949) 504-4886.

Sincerely,
Matt Chill
Regulatory Analyst
April 21, 2026
TO:

Assemblymember Buffy Wicks
Chair
Assembly Committee on Appropriations
1021 N Street, Suite 8220
Sacramento, CA 95814
Re: AB 2383 (Zbur) Large Load Tariff – OCPA Oppose Unless Amended Dear Chair Wicks,
On behalf of Orange County Power Authority (OCPA), I respectfully write to express our opposition, unless amended, to AB 2383 (Zbur), which proposes establishing new rate classifications and contract requirements for large energy use facilities.

OCPA is a not-for-profit public agency and load-serving entity that provides clean energy at stable and competitive rates, reduces greenhouse gas emissions, and reinvests locally in community programs.

Launched in 2022, OCPA serves nearly 200,000 customers throughout Orange County and growing.

We appreciate the author’s efforts to ensure that large new loads, particularly data centers, do not impose cost shifts or reliability risks on other customers. That is a legitimate concern, and one that OCPA shares.

However, as currently drafted, AB 2383 would grant the California Public Utilities Commission (CPUC) exceptionally broad jurisdiction over the large load tariffs of Community Choice Aggregators (CCAs), effectively superseding local decision-making authority provided to the governing boards of CCAs from AB 117 (Migden).

Unlike investor-owned utilities, CCAs are locally governed public agencies whose boards are directly accountable to the customers they serve. Under existing law, those boards are responsible for setting rates, approving contracts, and ensuring that costs incurred to serve a particular customer class, including large load customers, do not shift costs onto other ratepayers.

We are particularly concerned that the bill’s broad delegation of authority, intended to prevent cost shifts, could instead create regulatory uncertainty, reduce flexibility to responsibly serve new load, and establish a precedent for future encroachment on CCA autonomy beyond the context of large load customers. Importantly, these impacts are not necessary to achieve the bill’s underlying goal.

As such, OCPA opposes AB 2383 unless amended to ensure retention of existing autonomy of CCA governing boards over ratemaking. OCPA encourages the author to work with CalCCA on amendment language.

Sincerely,
Joe Mosca
Chief Executive Officer
Orange County Power Authority | Staff Report | Page 1 of 1

ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.1
To: Orange County Power Authority Board of Directors
From: Tiffany Law, Chief Financial Officer
Approved by: Joe Mosca, Chief Executive Officer
Subject: FISCAL YEAR 2026/2027 BUDGET FRAMEWORK
Date: May 7, 2026

STRATEGIC GOALS
☐ Enrich & Grow the OCPA Community
☒ Prioritize Fiscal Sustainability & Affordability: Ensure affordable rates for OCPA ☐ 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(S)
Receive and file.

DISCUSSION / ANALYSIS
Staff will present the Fiscal Year 2026/2027 Budget Framework, which will provide an overview of the key principles guiding Orange County Power Authority’s (OCPA) budget development process, as well as the proposed timeline for preparing and adopting the FY 2026/2027 budget.

FISCAL IMPACT
None.

ATTACHMENT(S)
None.

Orange County Power Authority | Staff Report | Page 1 of 5

ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.2
To: Orange County Power Authority Board of Directors
From: Jacquie Henderson, Director of Communications and External Affairs Approved by: Joe Mosca, Chief Executive Officer
Subject: APPROVE THIRD AMENDMENT TO REVEILLE, INC. CONTRACT Date: May 7, 2026

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(S)
Authorize the CEO to execute an amendment to the agreement with Reveille, Inc. for communications, marketing, strategy, public engagement, digital, and graphic design services, effective from July 1, 2026, to June 30, 2027, and increasing the not-to-exceed amount by $920,000.

BACKGROUND
Orange County Power Authority (OCPA) has contracted with Reveille, Inc. for marketing, communications, strategy, public engagement, and digital and graphic design services. This engagement is part of OCPA's broader efforts to enhance program awareness, engage with customers, and promote its renewable energy offerings. The following summary outlines the key aspects of the contract and its amendment, including the parties involved, the scope of services, and the rationale.

The marketing and communications engagement originates from a Request for Proposals (RFP) released on March 7, 2023 for the purpose of developing and Orange County Power Authority | Staff Report | Page 2 of 5 maintaining a multi-faceted plan to build awareness and engage customers with an anticipated contract term of up to five (5) years, including extensions. The RFP was downloaded by 51 organizations and three (3) firms submitted a response: Reveille Inc, WeTheCreative, and Wicked Bionic. Proposals were evaluated based on experience, staff qualifications, approach to working with OCPA, expertise in multilingual and multicultural communications, and compliance with OCPA's professional services agreement.

Reveille, Inc. emerged as the top scorer with an average score of 4.13 out of 5, followed by Wicked Bionic and WeTheCreative. Reveille was fully responsive to all outlined services, showcased depth of expertise in critical departments, and successfully partnered with OCPA on branding and service launch communications. The OCPA Board of Directors (Board) approved a short-term, six-month contract with Reveille for an amount not to exceed $750,000.

The original Professional Services Agreement was developed to provide a comprehensive suite of services to build awareness; engage OCPA's residential, commercial, and industrial customers; and support website and design needs. Specific tasks included agency branding, web design, community outreach, marketing campaigns, media relations, and project management. The initial term of the agreement was set from July 1, 2023, to December 31, 2023, with options to extend for three additional one-year terms.

On September 25, 2023, the Board approved the First Amendment, which extended the term of the agreement and increased the not-to-exceed amount accordingly. The initial term was extended through June 30, 2025. To accommodate the extended term and additional services, the not-to-exceed amount was increased by $2,249,686.

During the First Amendment’s timeframe, OCPA hired a Director of Communications and External Affairs, which created internal efficiencies in the contracted services.

Therefore, when the Board approved the Second Amendment on June 9, 2025, to further extend the term of the contract, the not-to-exceed amount increased by less than half of the First Amendment not-to-exceed increase, at $1,000,000. The term of the contract was extended through June 30, 2026.

DISCUSSION / ANALYSIS
OCPA’s initial engagement of Reveille, Inc. was a strategic move to increase marketing and communications efforts, build brand awareness, and foster long-term community engagement. The requested third amendment to the agreement, which further extends Reveille’s support of OCPA, reflects confidence in the organization’s work and ensures that Reveille can continue to provide high-quality services through June 2027.

Orange County Power Authority | Staff Report | Page 3 of 5 Important to the partnership is Reveille’s vast experience with OCPA and intimate understanding of the agency’s evolving needs. In partnership with staff, Reveille has seamlessly adjusted OCPA's communications strategy as the agency’s needs have expanded and evolved. This includes shifting from the original goal of restoring countywide confidence through broad awareness, increasing awareness and program interest locally, and specifically educating OCPA customers on rate design updates.

Critical to OCPA’s growth in awareness and support has been having Reveille as a partner. Their staff has expertise across the full suite of marketing and communications practices, and longstanding relationships with creatives that provide niche services when the occasional need arises.

OCPA successes over the last year of partnership with Reveille:
• 44% of website activity is driven by paid and organic social media. • Annual tracking survey results show a 13% increase in OCPA awareness. • Annual tracking survey results show an 8% increase in favorability among customers.
• Get the Facts landing page to-date has delivered 85% of the aggressive annual page visits goal of 45,000 visits.
• Created 23 videos with views over 2.4 million to-date, a 33% increase year-over-year. • Sent seven (7) digital newsletters, all of which have above industry standard open rates, to 6,567 subscribers – a year-over-year increase of 40%. • Published 13 blog posts and counting.
• Continued to increase multicultural outreach and support through publications, presentations, and what are now long-term community organization partnerships.

Attachment F provides in-depth details on OCPA’s communications achievements for the current fiscal year, which are a direct result of the Reveille partnership.

OCPA’s communications and marketing goals for fiscal year 2026/2027 are to increase understanding of OCPA’s value proposition, continue generating strong interest from prospective member cities, sustain strong supportive relationships with current member cities, and successfully communicate with Fountain Valley residents throughout their onboarding journey.

Approval of the Third Amendment will provide support for:

1. Fountain Valley Launch Communications that will be comprehensive, multiplatform, and multiformat to ensure wide community awareness and dispel misinformation.

Orange County Power Authority | Staff Report | Page 4 of 5

2. Board Relations by sharing the results of OCPA’s communications efforts with the Board and the public through bi-monthly highlights and quarterly Marketing and Communications Committee meetings.

3. Government Relations by hosting the annual Staffers Luncheon and partnering with organizational cohorts to implement a leadership academy that offers OCPA education to local and state elected officials, city commissioners and school board members.

4. Research to measure progress of communication efforts, and analyze awareness and opinion changes from the baseline survey and August 2025 tracking survey data.

5. Media Relations that continue proactive outreach to local and multicultural media in OCPA’s member cities by highlighting reinvestment efforts, grant opportunities, customer programs, and community initiatives to maximize coverage and engagement.

6. Fountain Valley Outreach to be frequent and wide-reaching through media relations, community outreach, direct mail, advertising, videos, social media, and public access TV.

7. Community and Customer Outreach with presentations to groups and organizations, and community engagement events.

8. Commercial Customer Outreach by promoting programs and educating about the benefits of leveling up from Basic Choice.

9. Multicultural Outreach that deepens outreach across OCPA’s multicultural community members in each member city through meetings, presentations and event attendance.

10.Paid Media that continues to focus hyper locally through community publications, bus shelters, HOA newsletters, and newspapers/magazines.

11.Program Launch Support that ensures awareness and can include the full suite of tools: landing page, homepage hero image, newsletter story, news release, social media, fliers, and direct mail.

12.Informative Videos that are engaging and easy to understand, which educate the community on key renewable energy topics, promote OCPA initiatives, and highlight customer and community voices.

13.Website Enhancements to benefit the user experience with an emphasis on ease of navigation and accessibility of information, along with new page developments.

Attachment G provides the categorized public outreach and marketing plan for fiscal year 2026/2027.

Orange County Power Authority | Staff Report | Page 5 of 5

FISCAL IMPACT
The proposed additional $920,000 NTE for the Third Amendment term (July 1, 2026 – June 30, 2027) will be incorporated into the proposed FY2026/2027 budget, pending board approval in May 2026.

The approved not-to-exceed (NTE) amount of $2,999,686 for the First Amendment term (July 1, 2023 – June 30, 2025) was included in the adopted FY2024/2025 budget. The approved not-to-exceed (NTE) amount of $1,000,000 for the second amendment (July 1, 2025 – June 30, 2026) was included in the adopted FY2025/2026 budget.

ATTACHMENT(S)
Attachment A – Third Amendment with Reveille, Inc.

Attachment B – Second Amendment with Reveille, Inc.

Attachment C – First Amendment with Reveille, Inc.

Attachment D – Professional Services Agreement with Reveille, Inc.

Attachment E – Contractor Evaluation Form
Attachment F – OCPA FY25-26 Communications Accomplishments Attachment G – OCPA FY26-27 Public Outreach + Marketing Plan

THIRD AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT BETWEEN ORANGE COUNTY POWER AUTHORITY AND REVEILLE, INC.

THIS THIRD AMENDMENT (“Third Amendment”) is entered into on May 7, 2026, (“Amendment Effective Date”), by and between the ORANGE COUNTY POWER AUTHORITY, a California joint powers authority (“OCPA”) and REVEILLE, INC., a California stock corporation (“Consultant”). OCPA and Consultant are sometimes individually referred to herein as the “Party” and collectively as the “Parties.”

RECITALS
A. The Parties entered into that certain Professional Services Agreement between OCPA and Consultant, dated June 1, 2023 (“Agreement”).

B. Pursuant to the Agreement, Consultant provides marketing, communications, strategy, public engagement, and digital and graphic design services to Authority.

C. The Parties desire to amend further the Agreement to extend the Term of the Agreement and increase the not-to-exceed amount payable to Consultant through the extended Term.

AGREEMENT
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, it is agreed by and between the Parties as follows:

1. Amendment of Section 1.2. Section 1.2 of the Agreement is amended to extend the Term of the Agreement from June 30, 2026, to June 30, 2027.

2. Amendment of Section 3.1. Section 3.1 of the Agreement is amended to increase the not- to-exceed amount payable by the Authority to Consultant for Consultant’s services to Four Million, Nine Hundred and Nineteen Thousand, Six Hundred and Eighty-Six Dollars ($4,919,686).

3. Exhibit B. Exhibit B of the Agreement is amended to increase the not-to-exceed amount to Four Million, Nine Hundred and Nineteen Thousand, Six Hundred and Eighty-Six Dollars ($4,919,686).

4. Capitalized Terms. Any capitalized terms not defined herein shall have the meanings set forth in the Agreement.

5. Counterparts. This Amendment may be executed in two or more counterparts, including facsimile counterparts, each of which shall, for all purposes, be deemed an original and all such counterparts, taken together, shall constitute one and the same instrument.

6. Full Force. Except as expressly set forth herein, the Agreement shall remain unmodified and in full force and effect.

IN WITNESS WHEREOF, the Parties have executed this Third Amendment to the Professional Services Agreement between Orange County Power Authority and Reveille, Inc., as of the date first set forth above.

ORANGE COUNTY POWER AUTHORITY,
a California joint powers authority
Name:

Title:

Date:

REVEILLE, INC., a California stock
corporation
Name:

Title:

Date:

APPROVED AS TO FORM:

General Counsel
ATTEST:
____________________________________
Clerk, Board of Directors
Orange County Power Authority

SECOND AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT BETWEEN ORANGE COUNTY POWER AUTHORITY AND REVEILLE, INC.

THIS SECOND AMENDMENT (“Second Amendment”) is entered into on May 13, 2025, (“Amendment Effective Date”), by and between the ORANGE COUNTY POWER AUTHORITY, a California joint powers authority (“OCPA”) and REVEILLE, INC., a California stock corporation (“Consultant”). OCPA and Consultant are sometimes individually referred to herein as the “Party” and collectively as the “Parties.”

RECITALS
A. The Parties entered into that certain Professional Services Agreement between OCPA and Consultant, dated June 1, 2023 (“Agreement”).

B. Pursuant to the Agreement, Consultant provides marketing, communications, strategy, public engagement, and digital and graphic design services to Authority.

C. The Parties desire to amend further the Agreement to extend the Term of the Agreement and increase the not-to-exceed amount payable to Consultant through the extended Term.

AGREEMENT
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, it is agreed by and between the Parties as follows:

1. Amendment of Section 1.2. Section 1.2 of the Agreement is amended to extend the initial term of the Agreement through June 30, 2026. The term may be extended as provided therein.

2. Amendment of Section 3.1. Section 3.1 of the Agreement is amended to increase the not-to-exceed amount payable by the Authority to Consultant for Consultant’s services to Three Million, Nine Hundred and Ninety-Nine Thousand, Six Hundred and Eighty-Six Dollars ($3,999,686).

3. Exhibit B. Exhibit B of the Agreement is amended to increase the not-to-exceed amount to Three Million, Nine Hundred and Ninety-Nine Thousand, Six Hundred and Eighty-Six Dollars ($3,999,686).

4. Capitalized Terms. Any capitalized terms not defined herein shall have the meanings set forth in the Agreement.

5. Counterparts. This Amendment may be executed in two or more counterparts, including facsimile counterparts, each of which shall, for all purposes, be deemed an original and all such counterparts, taken together, shall constitute one and the same instrument.

Docusign Envelope ID: A4290ACE-74F2-487D-8BF9-8C6293E6DE07

6. Full Force. Except as expressly set forth herein, the Agreement shall remain unmodified and in full force and effect.

IN WITNESS WHEREOF, the Parties have executed this First Amendment to the Professional Services Agreement between Orange County Power Authority and Reveille, Inc., as of the date first set forth above.

ORANGE COUNTY POWER AUTHORITY,
a California joint powers authority
Name:

Title:

Date:

REVEILLE, INC., a California stock
corporation
Name:

Title:

Date:

APPROVED AS TO FORM:

General Counsel
ATTEST:
____________________________________
Clerk, Board of Directors
Orange County Power Authority
Docusign Envelope ID: A4290ACE-74F2-487D-8BF9-8C6293E6DE07 Brenda Springer
CEO
6/17/2025
Chief Executive Officer
Joseph M. Mosca
6/17/2025
55735.00001\41610125.1

FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT BETWEEN ORANGE COUNTY POWER AUTHORITY AND REVEILLE, INC.

THIS FIRST AMENDMENT (“First Amendment”) is entered into on September __, 2023 (“Amendment Effective Date”), by and between the ORANGE COUNTY POWER AUTHORITY, a California joint powers authority (“OCPA”) and REVEILLE, INC., a California corporation (“Consultant”). OCPA and Consultant are sometimes individually referred to herein as the “Party” and collectively as the “Parties.”

RECITALS
A. The Parties entered into that certain Professional Services Agreement between OCPA and Consultant, dated June 1, 2023 (“Agreement”).

B. Pursuant to the Agreement, Consultant provides marketing, communications, strategy, public engagement, and digital and graphic design services to Authority.

C. The Parties desire to amend the Agreement to extend the Term of the Agreement and increase the not-to-exceed amount payable to Consultant through the extended Term.

AGREEMENT
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which is hereby acknowledged, it is agreed by and between the Parties as follows:

1. Amendment of Section 1.2. Section 1.2 of the Agreement is amended to extend the initial term of the Agreement through June 30, 2025. The term may be extended as provided therein.

2. Amendment of Section 3.1. Section 3.1 of the Agreement is amended to increase the not-to-exceed amount payable by the Authority to Consultant for Consultant’s services to Two Million, Nine Hundred and Ninety-Nine Thousand, Six Hundred and Eighty-Six Dollars ($2,999,686).

3. Exhibit B. Exhibit B of the Agreement is amended to increase the not-to-exceed amount to Two Million, Nine Hundred and Ninety-Nine Thousand, Six Hundred and Eighty-Six Dollars ($2,999,686).

4. Capitalized Terms. Any capitalized terms not defined herein shall have the meanings set forth in the Agreement.

5. Counterparts. This Amendment may be executed in two or more counterparts, including facsimile counterparts, each of which shall, for all purposes, be deemed an original and all such counterparts, taken together, shall constitute one and the same instrument. 55735.00001\41610125.1

6. Full Force. Except as expressly set forth herein, the Agreement shall remain unmodified and in full force and effect.

IN WITNESS WHEREOF, the Parties have executed this First Amendment to the Professional Services Agreement between Orange County Power Authority and Reveille, Inc., as of the date first set forth above.

ORANGE COUNTY POWER AUTHORITY
Name: _______________________________
Title:________________________________
Date: ________________________________
REVEILLE, INC.

Name: _____________________________
Title: ______________________________
Date: ______________________________
APPROVED AS TO FORM:
_________________________________
General Counsel
Interim Chief Executive Officer
9/25/2023
CEO
9/25/23
55735.00001\34007512.1 1

ORANGE COUNTY POWER AUTHORITY

PROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement (“Agreement”) is made and entered into on June 1, 2023, by and between ORANGE COUNTY POWER AUTHORITY, a California joint powers authority (“Authority”) and REVEILLE, INC., a California S-Corporation (“Consultant”).

Authority and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.”

RECITALS
A. Consultant desires to perform and assume responsibility for the provision of certain professional services required by Authority on the terms and conditions set forth in this Agreement.

Consultant represents that it is experienced in providing marketing, communications, strategy, public engagement, digital, and graphic design services, is licensed in the State of California, and is familiar with the plans of Authority.

B. Authority desires to engage Consultant to render such professional services for the design and implementation of a public engagement strategy (“Project”) as set forth in this Agreement.

AGREEMENT

1. Scope of Services and Term.

1.1 General Scope of Services. Consultant promises and agrees to furnish to Authority all labor and services and incidental and customary work necessary to fully and adequately supply assist the Authority the implementation services necessary for the Project (“Services”). The Services are more particularly described in Exhibit A attached hereto, and which are stated in the proposal to Authority. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto, and all applicable local, state and federal laws, rules and regulations.

1.2 Term. The term of this Agreement shall be from July 1, 2023 to December 31, 2023, unless earlier terminated as provided herein. Consultant shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines. The term may be extended for three additional one-year terms.

2. Responsibilities of Consultant.

2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Consultant or under its supervision. Authority retains Consultant on an independent contractor basis and not as an employee. Consultant retains the right to perform similar or different services for others during the term of this Agreement. Any additional personnel performing the Services under this Agreement on behalf of Consultant shall also not be employees 55735.00001\34007512.1 2
of Authority and shall at all times be under Consultant’s exclusive direction and control.

Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.

2.2 Schedule of Services. Consultant shall perform the Services expeditiously, within the term of this Agreement. Consultant represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. In order to facilitate Consultant’s conformance with the Schedule, Authority shall respond to Consultant’s submittals in a timely manner. Upon request of Authority, Consultant shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

2.3 Conformance to Applicable Requirements. All work prepared by Consultant shall be subject to the approval of Authority.

2.4 Substitution of Key Personnel. Consultant has represented to Authority that certain key personnel will perform and coordinate the Services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of Authority. In the event that Authority and Consultant cannot agree as to the substitution of key personnel, Authority shall be entitled to terminate this Agreement for cause. As discussed below, any personnel who fail or refuse to perform the Services in a manner acceptable to Authority, or who are determined by the Authority to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, or a threat to the safety of persons or property, shall be promptly removed from the Project by the Consultant at the request of the Authority. The key personnel for performance of this Agreement are as follows:
• Brenda Springer
• Brenda Deeley (Consultant)
• Scott Burris
• Jenny Wedge
• Olivia Valdez
• Janelle Kruly
• Hailley Baker
• Grace Granados
• Suzanna Choi (Consultant)

2.5 Authority’s Representative. Authority hereby designates the Chief Executive Officer, or designee, to act as its representative for the performance of this Agreement (“Authority’s Representative”). Authority’s Representative shall have the power to act on behalf of Authority for all purposes under this Agreement. Consultant shall not accept direction or orders from any person other than Authority’s Representative, or designee.

2.6 Consultant’s Representative. Consultant hereby designates Brenda Springer, or his or her designee, to act as its Representative for the performance of this Agreement 55735.00001\34007512.1 3
(“Consultant’s Representative”). Consultant’s Representative shall have full authority to represent and act on behalf of the Consultant for all purposes under this Agreement. The Consultant’s Representative shall supervise and direct the Services, using his or her best skill and attention, and shall be responsible for all means, methods, techniques, sequences and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

2.7 Coordination of Services. Consultant agrees to work closely with Authority staff in the performance of Services and shall be available to Authority’s staff, consultants and other staff at all reasonable times.

2.8 Standard of Care; Performance of Employees. Consultant shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California.

Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and sub- contractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Consultant represents that it, its employees and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. As provided for in the indemnification provisions of this Agreement, Consultant shall perform, at its own cost and expense and without reimbursement from Authority, any services necessary to correct errors or omissions which are caused by the Consultant’s failure to comply with the standard of care provided for herein. Any employee of the Consultant or its subcontractors who is determined by Authority to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to Authority, shall be promptly removed from the Project by the Consultant and shall not be re-employed to perform any of the Services or to work on the Project.

2.9 Laws and Regulations. Consultant shall keep itself fully informed of and in compliance with all local, state and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law. Consultant shall be liable for all violations of such laws and regulations in connection with Services. If the Consultant performs any work knowing it to be contrary to such laws, rules and regulations and without giving written notice to Authority, Consultant shall be solely responsible for all costs arising therefrom. Consultant shall defend, indemnify and hold Authority, its officials, directors, officers, employees and agents free and harmless, pursuant to the indemnification provisions of this Agreement, from any claim or liability arising out of any failure or alleged failure to comply with such laws, rules or regulations.

2.10 Insurance.

2.10.1 Time for Compliance. Consultant shall not commence the Services under this Agreement until it has provided evidence satisfactory to Authority that it has secured all insurance required under this section, in a form and with insurance companies acceptable to Authority. In addition, Consultant shall not allow any subcontractor to commence work on any 55735.00001\34007512.1 4
subcontract until it has provided evidence satisfactory to Authority that the subcontractor has secured all insurance required under this section.

2.10.2 Minimum Requirements. Consultant shall, at its expense, procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the Agreement by the Consultant, its agents, representatives, employees or subcontractors. Consultant shall also require all of its subcontractors to procure and maintain the same insurance for the duration of the Agreement. Such insurance shall meet at least the following minimum levels of coverage:
(A) Minimum Scope of Insurance. Coverage shall be at least as broad as the latest version of the following: (1) General Liability: Insurance Services Office Commercial General Liability coverage (occurrence form CG 0001 or exact equivalent); (2) Automobile Liability: Insurance Services Office Business Auto Coverage (form CA 0001, code 1 (any auto) or exact equivalent); and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation insurance as required by the State of California and Employer’s Liability Insurance. (B) Minimum Limits of Insurance. Consultant shall maintain limits no less than: (1) General Liability: $1,000,000 per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with general aggregate limit is used, either the general aggregate limit shall apply separately to this Agreement/location or the general aggregate limit shall be twice the required occurrence limit; (2) Automobile Liability: $1,000,000 per accident for bodily injury and property damage; and (3) Workers’ Compensation and Employer’s Liability: Workers’ Compensation limits as required by the Labor Code of the State of California. Employer’s Liability limits of $1,000,000 per accident for bodily injury or disease.

2.10.3 Professional Liability. Consultant shall procure and maintain, and require its subcontractors to procure and maintain, for a period of five (5) years following completion of the Services, errors and omissions liability insurance appropriate to their profession. Such insurance shall be in an amount not less than $2,000,000 per claim. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend.

2.10.4 Insurance Endorsements. The insurance policies shall contain the following provisions, or Consultant shall provide endorsements on forms supplied or approved by Authority to add the following provisions to the insurance policies:
(A) General Liability.
(i) Commercial General Liability Insurance must include coverage for (1) Bodily Injury and Property Damage; (2) Personal Injury/Advertising Injury; (3) 55735.00001\34007512.1 5
Premises/Operations Liability; (4) Products/Completed Operations Liability; (5) Aggregate Limits that Apply per Project; (6) Explosion, Collapse and Underground (UCX) exclusion deleted; (7) Contractual Liability with respect to this Agreement; (8) Broad Form Property Damage; and (9) Independent Consultants Coverage.
(ii) The policy shall contain no endorsements or provisions limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; or (3) contain any other exclusion contrary to the Agreement. (iii) The policy shall give Authority, its directors, officials, officers, employees, and agents insured status using ISO endorsement forms 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage. (iv) The additional insured coverage under the policy shall be “primary and non-contributory” and will not seek contribution from Authority’s insurance or self-insurance and shall be at least as broad as CG 20 01 04 13, or endorsements providing the exact same coverage.
(B) Automobile Liability. The automobile liability policy shall be endorsed to state that: (1) Authority, its directors, officials, officers, employees, agents and volunteers shall be covered as additional insureds with respect to the ownership, operation, maintenance, use, loading or unloading of any auto owned, leased, hired or borrowed by the Consultant or for which the Consultant is responsible; and (2) the insurance coverage shall be primary insurance as respects Authority, its directors, officials, officers, employees, agents and volunteers, or if excess, shall stand in an unbroken chain of coverage excess of the Consultant’s scheduled underlying coverage. Any insurance or self-insurance maintained by Authority, its directors, officials, officers, employees, agents and volunteers shall be excess of the Consultant’s insurance and shall not be called upon to contribute with it in any way. (C) Workers’ Compensation and Employers Liability Coverage. (i) Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and Consultant will comply with such provisions before commencing work under this Agreement.
(ii) The insurer shall agree to waive all rights of subrogation against Authority, its directors, officials, officers, employees, agents and volunteers for losses paid under the terms of the insurance policy which arise from work performed by the Consultant. (D) All Coverages. Defense costs shall be payable in addition to the limits set forth hereunder. Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance 55735.00001\34007512.1 6
coverage requirements and/or limits set forth herein shall be available to Authority, its directors, officials, officers, employees and agents as additional insureds under said policies. Furthermore, the requirements for coverage and limits shall be (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any Insurance policy or proceeds available to the named insured; whichever is greater. (i) The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of Authority (if agreed to in a written contract or agreement) before Authority’s own insurance or self-insurance shall be called upon to protect it as a named insured. The umbrella/excess policy shall be provided on a “following form” basis with coverage at least as broad as provided on the underlying policy(ies). (ii) Consultant shall provide Authority at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to Authority at least ten (10) days prior to the effective date of cancellation or expiration.
(iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement.

Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement.
(iv) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by Authority, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including but not limited to, the provisions concerning indemnification.
(v) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, Authority has the right but not the duty to obtain the insurance it deems necessary and any premium paid by Authority will be promptly reimbursed by Consultant or Authority will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, Authority may cancel this Agreement. Authority may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (vi) Neither Authority nor any of its directors, officials, officers, employees or agents shall be personally responsible for any liability arising under or by virtue of 55735.00001\34007512.1 7
this Agreement.

2.10.5 Separation of Insureds; No Special Limitations. All insurance required by this Section shall contain standard separation of insureds provisions. In addition, such insurance shall not contain any special limitations on the scope of protection afforded to Authority, its directors, officials, officers, employees, agents and volunteers.

2.10.6 Deductibles and Self-Insurance Retentions. Any deductibles or self-insured retentions must be declared to and approved by Authority. Consultant shall guarantee that, at the option of Authority, either: (1) the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects Authority, its directors, officials, officers, employees, agents and volunteers; or (2) the Consultant shall procure a bond guaranteeing payment of losses and related investigation costs, claims and administrative and defense expenses.

2.10.7 Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, licensed to do business in California, and satisfactory to Authority.

2.10.8 Verification of Coverage. Consultant shall furnish Authority with original certificates of insurance and endorsements effecting coverage required by this Agreement on forms satisfactory to Authority. The certificates and endorsements for each insurance policy shall be signed by a person authorized by that insurer to bind coverage on its behalf and shall be on forms provided by Authority if requested. All certificates and endorsements must be received and approved by Authority before work commences. Authority reserves the right to require complete, certified copies of all required insurance policies, at any time.

2.10.9 Subcontractor Insurance Requirements. Consultant shall not allow any subcontractors to commence work on any subcontract until they have provided evidence satisfactory to Authority that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors shall be endorsed to name Authority as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, Authority may approve different scopes or minimum limits of insurance for particular subcontractors.

2.10.10 Safety. Consultant shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Consultant shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions as applicable shall include, but shall not be limited to: (A) adequate life protection and life-saving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. 55735.00001\34007512.1 8

3. Fees and Payments.

3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit C, attached hereto. The total compensation shall not exceed $750,000 without written approval of Authority’s Board of Directors. Extra Work may be authorized, as described below, and, if authorized, said Extra Work will be compensated at the rates and manner set forth in this Agreement.

3.2 Payment of Compensation. Consultant shall submit to Authority a monthly itemized statement which indicates work completed and hours of Services rendered by Consultant.

The statement shall describe the amount of Services and supplies provided since the initial commencement date, or since the start of the subsequent billing periods, as appropriate, through the date of the statement. Authority shall, within 45 days of receiving such statement, review the statement and pay all approved charges thereon.

3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for any expenses unless authorized in writing by Authority.

3.4 Extra Work. At any time during the term of this Agreement, Authority may request that Consultant perform Extra Work. As used herein, “Extra Work” means any work which is determined by Authority to be necessary for the proper completion of the Project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement.

Consultant shall not perform, nor be compensated for, Extra Work without written authorization from Authority’s Representative.

4. Accounting Records. Consultant shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement. All such records shall be clearly identifiable. Consultant shall allow a representative of Authority during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

5. General Provisions.

5.1 Termination of Agreement.

5.1.1 Grounds for Termination. Authority may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Consultant shall be compensated only for those services which have been adequately rendered to Authority, and Consultant shall be entitled to no further compensation. Consultant may not terminate this Agreement except for cause.
55735.00001\34007512.1 9

5.1.2 Effect of Termination. If this Agreement is terminated as provided herein, Authority may require Consultant to provide all finished or unfinished Documents and Data and other information of any kind prepared by Consultant in connection with the performance of Services under this Agreement. Consultant shall be required to provide such documents and other information within fifteen (15) days of the request.

5.1.3 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, Authority may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

5.2 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective Parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Consultant:

Reveille, Inc.

C/O Brenda Springer
150 Paularino Ave. Bldg. B, Costa Mesa, CA 92626
Authority:

Orange County Power Authority
15642 Sand Canyon Ave.

P.O. Box 54283
Irvine, CA 92619-4283
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the Party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

5.3 Ownership of Materials and Confidentiality.

5.3.1 Documents & Data; Licensing of Intellectual Property. This Agreement creates a non-exclusive and perpetual license for Authority to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that Authority is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & 55735.00001\34007512.1 10
Data. Consultant makes no such representation and warranty in regard to Documents & Data which were prepared by design professionals other than Consultant or provided to Consultant by Authority. Authority shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at Authority’s sole risk.

5.3.2 Intellectual Property. In addition, Authority shall have and retain all right, title and interest (including copyright, patent, trade secret and other proprietary rights) in all plans, specifications, studies, drawings, estimates, materials, data, computer programs or software and source code, enhancements, documents, and any and all works of authorship fixed in any tangible medium or expression, including but not limited to, physical drawings or other data magnetically or otherwise recorded on computer media (“Intellectual Property”) prepared or developed by or on behalf of Consultant under this Agreement as well as any other such Intellectual Property prepared or developed by or on behalf of Consultant under this Agreement.

Authority shall have and retain all right, title and interest in Intellectual Property developed or modified under this Agreement whether or not paid for wholly or in part by Authority, whether or not developed in conjunction with Consultant, and whether or not developed by Consultant. Consultant will execute separate written assignments of any and all rights to the above referenced Intellectual Property upon request of Authority.

Consultant shall also be responsible to obtain in writing separate written assignments from any subcontractors or agents of Consultant of any and all right to the above referenced Intellectual Property. Should Consultant, either during or following termination of this Agreement, desire to use any of the above-referenced Intellectual Property, it shall first obtain the written approval of the Authority.

All materials and documents which were developed or prepared by the Consultant for general use prior to the execution of this Agreement and which are not the copyright of any other party or publicly available and any other computer applications, shall continue to be the property of the Consultant. However, unless otherwise identified and stated prior to execution of this Agreement, Consultant represents and warrants that it has the right to grant the exclusive and perpetual license for all such Intellectual Property as provided herein.

Authority further is granted by Consultant a non-exclusive and perpetual license to copy, use, modify or sub-license any and all Intellectual Property otherwise owned by Consultant which is the basis or foundation for any derivative, collective, insurrectional, or supplemental work created under this Agreement.

5.3.3 Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents and Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant. Such materials shall not, without the prior written consent of Authority, be used by Consultant for any purposes other than the performance of the Services. Nor shall such materials be disclosed to any person or entity not connected with the performance of the Services or the Project. Nothing furnished to Consultant 55735.00001\34007512.1 11
which is otherwise known to Consultant or is generally known, or has become known, to the related industry shall be deemed confidential. Consultant shall not use Authority’s name or insignia, photographs of the Project, or any publicity pertaining to the Services or the Project in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of Authority.

5.3.4 Infringement Indemnification. Consultant shall defend, indemnify and hold Authority, its directors, officials, officers, employees, volunteers and agents free and harmless, pursuant to the indemnification provisions of this Agreement, for any alleged infringement of any patent, copyright, trade secret, trade name, trademark, or any other proprietary right of any person or entity in consequence of the use on the Project by Authority of the Documents & Data, including any method, process, product, or concept specified or depicted.

5.4 Cooperation; Further Acts. The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

5.5 Attorney’s Fees. If either Party commences an action against the other Party, either legal, administrative or otherwise, arising out of or in connection with this Agreement, the prevailing party in such litigation shall be entitled to have and recover from the losing party reasonable attorney’s fees and all other costs of such action.

5.6 Indemnification.

5.6.1 To the fullest extent permitted by law, Consultant shall defend (with counsel of Authority’s choosing), indemnify and hold the Authority, its officials, officers, employees, volunteers, and agents free and harmless from any and all claims, demands, causes of action, costs, expenses, liability, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project or this Agreement, including without limitation the payment of all damages, expert witness fees and attorney’s fees and other related costs and expenses. Consultant shall defend, at Consultant’s own cost, expense and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against Authority, its directors, officials, officers, employees, agents or volunteers. Consultant shall pay and satisfy any judgment, award or decree that may be rendered against Authority or its directors, officials, officers, employees, agents or volunteers, in any such suit, action or other legal proceeding.

Consultant shall reimburse Authority and its directors, officials, officers, consultants, employees, agents and/or volunteers, for any and all legal expenses and costs, including reasonable attorneys’ fees, incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by Consultant, the Authority, its officials, officers, employees, agents, or volunteers. This section shall survive any expiration or termination of this Agreement.

5.7 Entire Agreement. This Agreement contains the entire Agreement of the Parties 55735.00001\34007512.1 12
with respect to the subject matter hereof, and supersedes all prior negotiations, understandings or agreements. This Agreement may only be modified by a writing signed by both Parties.

5.8 Governing Law. This Agreement shall be governed by the laws of the State of California. Venue shall be in Orange County, California.

5.9 Time of Essence. Time is of the essence for each and every provision of this Agreement.

5.10 Authority’s Right to Employ Other Consultants. Authority reserves right to employ other consultants in connection with this Project.

5.11 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the Parties.

5.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of Authority. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.

5.13 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not work days.

All references to Consultant include all personnel, employees, agents, and subcontractors of Consultant, except as otherwise specified in this Agreement. All references to Authority include its elected officials, officers, employees, agents, and volunteers except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

5.14 Amendment; Modification. No supplement, modification, or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

5.15 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel, or otherwise.

5.16 No Third Party Beneficiaries. There are no intended third party beneficiaries of any right or obligation assumed by the Parties.

5.17 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
55735.00001\34007512.1 13

5.18 Prohibited Interests. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, Authority shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of Authority, during the term of his or her service with Authority, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

5.19 Equal Opportunity Employment and Subcontracting. Consultant represents that it is an equal opportunity employer and it shall not discriminate on the basis of race, gender, gender expression, gender identity, religion, national origin, ethnicity, sexual orientation, age, or disability in the solicitation, selection, hiring, or treatment of applicants, employees, subcontractors, vendors, or suppliers. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Further, Consultant shall provide equal opportunity for subcontractors to participate in subcontracting opportunities.

5.20 Labor Certification. By its signature hereunder, Consultant certifies that it is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for Workers’ Compensation, or to undertake self- insurance in accordance with the provisions of that Code, and agrees to comply with such provisions before commencing the performance of the Services.

5.21 Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

5.22 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.

5.23 Subcontracting. Consultant shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of Authority.

Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.
[SIGNATURES ON FOLLOWING PAGE]
55735.00001\34007512.1 14
IN WITNESS WHEREOF, the Parties have made and executed this Agreement as of the date first written above.

ORANGE COUNTY POWER

AUTHORITY
By : _________________________________
Name: _______________________________
Title: ________________________________

REVEILLE, INC
By : _________________________________
Name: _______________________________
Title: ________________________________
ATTEST: _________________________________ Secretary, Authority Board of Directors APPROVED AS TO FORM: _________________________________ General Counsel *A corporation requires the signatures of two corporate officers.

One signature shall be that of the Chairman of Board, the President or any Vice President, and the second signature (on the attest line) shall be that of the Secretary, any Assistant Secretary, the Chief Financial Officer or any Assistant Treasurer of such corporation.

If the above persons are not the intended signators, evidence of signature authority shall be provided to Authority.

Joseph M. Mosca
Interim Chief Executive Officer
Exhibit A
15 55735.00001\34007512.1

EXHIBIT A

SCOPE OF SERVICES
Detailed tasks in this service category may include but are not limited to the following:

1. Agency Branding, Design, Messaging, and Identity:
a. Working with staff and key leadership, develop core messaging for use on the website, in marketing materials, and for community presentations. b. Conduct research to test the impact and effectiveness of messaging and to guide development of messaging, including surveys, polling, and focus groups. c. Refresh and maintain a multi-functional, multi-lingual website that includes a rate calculator, ability to opt-out of the program and other interactive features that allow customers to easily understand their energy costs and environmental impact of their participation.
d. Develop and implement a social media strategy that includes the posting of compelling content, responding to, or reposting people who share your content, and engaging with the most effective social media platforms available, etc. e. Develop/update program collateral including FAQs, program brochures, fact sheets, event give aways, and power point templates as needed. f. If budget allows, develop one or more short informational videos for use on OCPA’s website, social media and at community meetings.

2. Web Design, Content Development, and Maintenance:
a. Assist with content update and redesign of OCPA’s current website (www.ocpower.org) including translation into eight (8) languages besides English (Spanish, Chinese, Vietnamese, Korean, Japanese, Arabic, Farsi, and Tagalog) and integration of opt-out/opt-up capabilities and other interactive features.
b. Assist with the creation of exceptionally professional, clean, and compelling new pages for OCPA that incorporate best practices in user interface, user experience, and Americans with Disabilities (ADA) compliance. c. Demonstrate superior skills in developing functionality within the website to support the needs of the programs and general services of OCPA, such as but not limited to pop-up windows, embedded forms, and dynamic layouts. d. Provide and follow a clearly defined process for creation and execution of new web content and features that includes wireframes, mock-ups, user-acceptance testing, final review by client in pre-production environment, and notification of client directly after code release.

Exhibit A
16 55735.00001\34007512.1
e. Assist in analyzing e website analytics and recommend ways to improve metrics.
f. Assist with providing direction and/or instruction to OCPA staff on basic website features for staff to self-serve for content updates and other needs.

3. Community Outreach and Stakeholder Engagement:
a. Develop a communications and outreach plan for staff and Board approval detailing the methods and timing of various local communications strategies including the integration of a media and advertising campaign as outlined below.
b. At the direction of OCPA staff, work with member cities to support local stakeholder and public outreach which may include but is not limited to meetings with key stakeholder groups, public workshops/webinars, local presentations, event tabling, newsletter articles, and other key outreach/engagement activities. Team members with varied cultural backgrounds and multi-lingual skills will be a key component of this effort. c. Develop and maintain an OCPA list-serve to facilitate outreach/engagement activities. Refine/expand use of regular e-newsletters and information blasts to OCPA’s list-serve and other local communication outlets.

4. Marketing and Advertising Campaign:
a. Develop multi-lingual (English, Spanish, Chinese, Vietnamese, Korean, Farsi, Japanese, Arabic, and Tagalog) and multi-cultural advertising campaign to raise public awareness of OCPA and its offerings; this will include both paid and earned media, print and digital, in a variety of mediums which could include local newspapers, on-line and social media , radio spots, billboards, bus backs/bus shelters, and other strategies to effectively reach future OCPA customers in a positive way
b. Manage and conduct press outreach – schedule editorial board meetings, draft press releases, op-eds and news articles.
c. Develop visual look, support content, and maintain a regular social media presence for OCPA on Facebook, Twitter, Instagram, Nextdoor, etc.

5. Media Relations and Public Affairs a. The successful contractor (or subcontractor within a team) will have an established and respected network of key influencer and press relationships within the Orange County region.
b. Develop and maintain a database for OCPA of local and regional press contacts.

Exhibit A
17 55735.00001\34007512.1
c. Develop a press kit, draft press releases as needed, and develop a plan for regular press engagement and positive earned media.
d. Provide feedback and strategy support for OCPA leadership on public affairs and media relations related to CCA and OCPA.

6. Project Management/Performance Metrics:
a. Participate in content and design meetings with OCPA staff, including weekly or bi-weekly project calls.
b. Provide presentations and project updates to OCPA Board and leadership as requested.
c. Provide flexible capacity to complete multiple design projects simultaneously during busy periods, and ability to rapidly ramp up or down the capacity dedicated to this contract to meet fluctuating client needs. d. Work with staff to develop elements of performance metrics. 18 EXHIBIT B

COMPENSATION BILLING RATES
Consultant shall be paid an amount not to exceed $750,000 for the term of the agreement Contractor Name: Reveille, Inc.

Contract Amount: $3,999,686
Contract Begin Date
(current contract term):
1-Jun-23
Contract End Date
(current contract term):
30-Jun-26
Evaluator - Name: Jacquie Henderson
Evaluator - Title:

Director of Communications
and External Affairs
Description of Services:

Contractor Performance Rating Score System:
5: Outstanding; 4: Above Average; 3: Satisfactory; 2: Marginal; 1: Unsatisfactory Please provide a score out of 5 for the following performance assessments: Score

1. Contractor adherence to the terms of the contract 5

2. Quality of Contractor's work 5

3. Contractor personnel's knowledge of the contract requirements 5

4. Cooperation/communication with OCPA 5

5. Adherence to specified contract timelines 5

6. Ability to work within contract amount 5

7. Effectiveness of Contractor Project Manager 5

8. Accuracy and timeliness of invoices 4
Overall Score (average) 4.9
Outstanding
Comments:

Would you do business with this Contractor again? Yes
What would be the amended Contract Begin Date? 1-Jul-26 What would be the amended Contract End Date? 1-Jun-27
Will this new contract or contract amendment exceed $100,000? Yes If yes, when will it be presented to the Board for approval? Yes Reveille's work consistently meets and exceeds the evolving needs of OCPA. They respond to the agency's timely priorities and are flexible to meet OCPA's goals as they evolve. Their staff has developed good expertise in the CCA space and contractor partnerships have proved incredibly valuable for the organization. Their augmentation of OCPA staff with labor and services provides value that cannot be brought in-house without significant increases in OCPA labor and resources.

Overall Quality of Contractor's performance
Consultant will continue serving as branding and marketing partner to assist with the execution of the OCPA's communications and marketing initiatives.

Consultant shall provide strategic counsel, design, and content creation, and delivery of quality communications that support marketing and communication efforts.

Contractor Performance Evaluation Form
(For New Contract or Contract Amendment)
June 2025 - March 2026
FY 25-26 DELIVERABLES &

ACCOMPLISHMENTS
Table of
Contents
Research
2026 Tracking Survey
Public Outreach
New Member City Outreach
Multicultural Outreach
Community Power Plan Announcements
Power Content Label
Sustainability Champion Awards Event
Holiday Email
Community Leaders Briefing
"Picturing a Better Tomorrow" Art Contest
CicloIrvine Promotion
Flyers
Year in Review
Board and Government Relations
Public Outreach Updates
Staffers Luncheon
Customer Outreach
Discount and Incentive Programs
Grant Opportunities
Default Plan Changes for Buena Park and Irvine
2026 Rate Lock Communications
Green P100NEER Promotion
Content
Presentation Development
Tri-Fold Brochure
Copywriting & Graphic Design
Media Relations
Highlights
Earned Media Metrics
News Releases
Placement Highlight
The OCPA Way
Social and Digital
Blog Posts
Newsletters
Social Media
Video Production
Photoshoots
Campaigns
Advertising
Irvine Business Level Up
Get the Facts
Paid Search
Social Media Report
Research
4 FY 25-26 ACCOMPLISHMENTS
• 63% of customers have heard of OCPA, a 13% increase
from the year prior
• 8% increase in favorability among customers
The impact of messaging and information about OCPA is significant, and favorability ratings rise substantially when people learn more about OCPA.

Research
FY 25-26
In August 2025, Reveille commissioned OCPA's annual tracking survey of 800 registered voters in member cities, which found:

Public Outreach
6 FY 25-26 ACCOMPLISHMENTS
New Member City Outreach

PUBLIC OUTREACH
Raised awareness of service coming to Fountain Valley through advertising and outreach, including:
• Digital billboard on 405 Freeway
• 9 ads and 2 advertorials in Fountain Valley Living
• Miss Fountain Valley program ad
• FV Public Access TV graphic ad placement
• Business outreach letter
• New customer process graphic
7 FY 25-26 ACCOMPLISHMENTS
New Member City Outreach

PUBLIC OUTREACH
8 FY 25-26 ACCOMPLISHMENTS
New Member City Outreach

PUBLIC OUTREACH
9 FY 25-26 ACCOMPLISHMENTS
Engaged with multicultural communities through various efforts:
• Hosted 25 attendees to OCPA’s annual Community Leaders Briefing for lunch and a presentation by Joe Mosca
• Shared news releases with multicultural media
• Engaged multicultural communities to promote the Community Power Plan • Hosted Orange County Hispanic Chamber of Commerce networking event • Placed ads in various languages within OCPA member cities • Placed ad and advertorial in the World Journal's 50th Anniversary issue Multicultural Outreach

PUBLIC OUTREACH
10 FY 25-26 ACCOMPLISHMENTS
Multicultural Outreach

PUBLIC OUTREACH
11 FY 25-26 ACCOMPLISHMENTS
Multicultural Outreach

PUBLIC OUTREACH
12 FY 25-26 ACCOMPLISHMENTS
Community Power Plan Announcements
Developed and distributed the following content leading up to the launch of the Community Power Plan:
• News releases
• Web pages for the landing page and dashboard page
• Web home page carousel image
• Social posts
• Newsletter stories

PUBLIC OUTREACH
13 FY 25-26 ACCOMPLISHMENTS
Community Power Plan Announcements

PUBLIC OUTREACH
14 FY 25-26 ACCOMPLISHMENTS
Power Content Label

PUBLIC OUTREACH
Supported Power Content Label with:
• Designed Power Content Label mailer
• Developed graphic and caption
• Created graphics for the Energy Sources webpage
15 FY 25-26 ACCOMPLISHMENTS
Power Content Label

PUBLIC OUTREACH
16 FY 25-26 ACCOMPLISHMENTS
Sustainability Champion Awards and
Anniversary Event
Coordinated event giveaway activity, poster creation to feature awardees, managed photographer and provided on-site support.

PUBLIC OUTREACH
17 FY 25-26 ACCOMPLISHMENTS
Holiday Email
Developed a holiday email that highlighted accomplishments:

PUBLIC OUTREACH
18 FY 25-26 ACCOMPLISHMENTS
Community Leaders Briefing

COMMUNITY OUTREACH
• Drafted and designed an invitation
• Conducted outreach to invitees and secured 25 attendees • Developed and designed the presentation deck used at the event • Coordinated a photographer
• Shared about the event on social media
• Include a story on the event in the newsletter
19 FY 25-26 ACCOMPLISHMENTS
Community Leaders Briefing

COMMUNITY OUTREACH
20 FY 25-26 ACCOMPLISHMENTS
“Picturing a Better Tomorrow” Art Contest
This year, OCPA hosted its second “Picturing a Better Tomorrow” art contest.

Assets developed for the initiative included:
• Created multiple social posts, including copy and graphics • Developed and distributed two news releases
• Drafted a blog announcing the winners
• Created award certificates
• Conducted winner and applicant communications

COMMUNITY OUTREACH
21 FY 25-26 ACCOMPLISHMENTS
“Picturing a Better Tomorrow”
Art Contest

COMMUNITY OUTREACH
22 FY 25-26 ACCOMPLISHMENTS
CicloIrvine Promotion
As part of OCPA's CicloIrvine sponsorship, updated and shared a video featuring OCPA Board members and Irvine councilmembers

CCOMMUNITY OUTREACH
23 FY 25-26 ACCOMPLISHMENTS
Flyers (non-program related)
• CARE and FERA Financial Assistance Programs
• Carbon Emissions Reporting
• Career Fair Clean Tech Opportunities
• Senior Safety
• Electric Battery Safety
• Income Qualified Programs

PUBLIC OUTREACH
Developed copy and graphic design for flyers:
24 FY 25-26 ACCOMPLISHMENTS
Flyers (non-program related)

PUBLIC OUTREACH
25 FY 25-26 ACCOMPLISHMENTS
Flyers (non-program related)

PUBLIC OUTREACH
26 FY 25-26 ACCOMPLISHMENTS
Year In Review
Developed a 2025 Year In Review flyer, social post, blog post and email that was distributed to all newsletter subscribers.

PUBLIC OUTREACH
Board and
Government Relations
28 FY 25-26 ACCOMPLISHMENTS
• Developed Public Outreach Updates on a bi-monthly cadence. • Created four Public Outreach Reports and four Marketing and Communications Committee presentations in FY25-26.

Board Relations

BOARD & GOVERNMENT RELATIONS
29 FY 25-26 ACCOMPLISHMENTS
Board Relations

BOARD & GOVERNMENT RELATIONS
30 FY 25-26 ACCOMPLISHMENTS
Staffers Luncheon

BOARD & GOVERNMENT RELATIONS
Created and distributed the email invitation for OCPA's annual Staffers Luncheon, and developed the presentation deck for the event.

Customer
Outreach
32 FY 25-26 ACCOMPLISHMENTS
Discount and Incentive Programs

CUSTOMER OUTREACH
Created landing pages, news releases, social media graphics, newsletter articles and flyers to promote:
• Renter Energy Efficiency Program
• Battery Storage Rebate Program (44 applications to date for $1K in rebates) • Charge@home (over 200 rebates issued)
• Energy Efficiency Kits (1,500 kits distributed)
33 FY 25-26 ACCOMPLISHMENTS
Discount and Incentive Programs

CUSTOMER OUTREACH
34 FY 25-26 ACCOMPLISHMENTS
Discount and Incentive Programs

CUSTOMER OUTREACH
35 FY 25-26 ACCOMPLISHMENTS
Grant Opportunities

CUSTOMER OUTREACH
Announced the opening of applications for grants through news releases, media outreach, social media posts and newsletter articles:
• Calpine Community Benefits Grant
• Bright Futures Grant
36 FY 25-26 ACCOMPLISHMENTS
Grant Opportunities

CUSTOMER OUTREACH
37 FY 25-26 ACCOMPLISHMENTS
Default Plan Changes for Buena Park & Irvine
Distributed customer notifications were via mail and email.

CUSTOMER OUTREACH
38 FY 25-26 ACCOMPLISHMENTS
Rate Lock Communications Plan

CUSTOMER OUTREACH
Developed the 2026 Rate Lock communications plan and associated assets, which included:
• Media release
• CEO blog post for newsroom, newsletter, and homepage carousel • Understanding 2026 Rates handout
• Social post
• Explainer video
• Website
39 FY 25-26 ACCOMPLISHMENTS
Rate Lock Communications

CUSTOMER OUTREACH
40 FY 25-26 ACCOMPLISHMENTS
Rate Lock Communications

CUSTOMER OUTREACH
41 FY 25-26 ACCOMPLISHMENTS
Rate Lock Communications

CUSTOMER OUTREACH
42 FY 25-26 ACCOMPLISHMENTS
Green P100NEER Promotion
OCPA engaged four new Green P100NEERS in FY25-26: AQ Skin, OCPC, Naturepedic, and HiroNori Craft Ramen. Efforts included:
• Drafted intake questions to support blog development for AQ Skin and OCPC; blogs highlighted their mission and commitment to clean energy. • Created a social post for each of the new Green P100NEERS that was published across OCPA's social channels.

CUSTOMER OUTREACH
43 FY 25-26 ACCOMPLISHMENTS
Green P100NEER Promotion

CUSTOMER OUTREACH
Content
45 FY 25-26 ACCOMPLISHMENTS
Presentation Development

CONTENT
Developed presentations for various initiatives including:
• Community Leaders Briefing
• Staffers Luncheon
• Go Green Health & Expo (Joe Mosca Keynote)
• Environmental Roundtable
• Pilot Program Performance
• Marketing and Communications Overview
46 FY 25-26 ACCOMPLISHMENTS
Presentation Development

CONTENT
Go Green Health & Expo (Joe Mosca
Keynote)
47 FY 25-26 ACCOMPLISHMENTS
Tri-Fold Brochure

CONTENT
Developed tri-fold brochure for businesses and city leaders in prospective member communities
48 FY 25-26 ACCOMPLISHMENTS
Copywriting & Graphic Design

CONTENT
Provided copywriting and design for assets to support OCPA’s community outreach efforts, including but not limited to the following.

Advertisements:
• Apartment complex
• Go Green & Health Expo
• Black Chamber of Orange County
• Arab American Business Chamber
• Estrella Awards program
• Parenting OC
• School News Annual Meet the Mayor issue
49 FY 25-26 ACCOMPLISHMENTS
Copywriting & Graphic Design

CONTENT
Assets for Community Events:
• Pop-up banner for community events
• Mindfulness cards
• Selfie frames for Metrolink Christmas event
• Coloring book
50 FY 25-26 ACCOMPLISHMENTS

CONTENT
Copywriting & Graphic Design
51 FY 25-26 ACCOMPLISHMENTS
Copywriting & Graphic Design

CONTENT
52 FY 25-26 ACCOMPLISHMENTS

CONTENT
Copywriting & Graphic Design
Media
Relations
54 FY 25-26 ACCOMPLISHMENTS
Media Relations Highlights
• Achieved 80% positive or neutral media sentiment
• Participated in two deskside briefings with The Orange County Register and Voice of OC
55 FY 25-26 ACCOMPLISHMENTS
Earned Media Metrics
56 FY 25-26 ACCOMPLISHMENTS
News Releases
Distributed 15 news releases, including:
• Battery storage rebate program
• Federal clean energy tax credits ending
• Annual fiscal audit
• New hire Lena Garvey
• Bright Futures Grant recipient announcement
• Irvine affirms membership with OCPA
• New energy storage system deal
• Calpine Community Grant launch
• Green Prepayment Bonds Secured
57 FY 25-26 ACCOMPLISHMENTS
Placement Highlights
58 FY 25-26 ACCOMPLISHMENTS
The OCPA Way Messaging Handbook
Created The OCPA Way messaging handbook to guide team members in consistent communications on behalf of the organization.

MEDIA RELATIONS
Social &
Digital Content
60 FY 25-26 ACCOMPLISHMENTS
Blog Posts

CONTENT
Developed and published 13 blog posts and shared in bi-monthly newsletters and on social media including:
• CEO Blog for 2026 Rate Lock
• Buena Park Middle School FFA Program
• California Climate Credit Change
• SCE Rate Changes Explained
• Fighting for Affordability: OCPA’s Push for Legislative Solutions to Electricity Affordability
• Global Earth Day 2025 Action Starts Here in Orange County • Views from a Physician: Bridging Clean Energy and Public Health in Underserved Communities
61 FY 25-26 ACCOMPLISHMENTS
Blog Posts

CONTENT
62 FY 25-26 ACCOMPLISHMENTS
Newsletters
Developed and distributed 7 bi-monthly newsletters to 6,567 subscribers.

CONTENT
63 FY 25-26 ACCOMPLISHMENTS
Social Media

SOCIAL & DIGITAL CONTENT
Developed and managed monthly content calendars aligned with key holidays, programs, and initiatives for OCPA. Content was scheduled throughout the month, alongside event recaps, managed community engagement and timely responses to comments.
64 FY 25-26 ACCOMPLISHMENTS
Social Media

SOCIAL & DIGITAL CONTENT
Content Calendars
9 Posts
94 Engagements
15,549
65 FY 25-26 ACCOMPLISHMENTS
Video Production
Concepted and produced 23 videos in FY25-26, achieving a total of 2 million video views. Videos included:
• Powering the Communities We Call Home
• 2026 Rate Lock
• Customer testimonial videos
• CicloIrvine promotion

SOCIAL & DIGITAL CONTENT
66 FY 25-26 ACCOMPLISHMENTS
Video Production

SOCIAL & DIGITAL CONTENT
67 FY 25-26 ACCOMPLISHMENTS
Photoshoots
Scheduled and produced various photoshoots including:
• Stock photography
• Buena Park Middle School FFA Program (Bright Futures Grant recipient) • Community events
• Board member headshots and group photo

SOCIAL & DIGITAL CONTENT
68 FY 25-26 ACCOMPLISHMENTS
Photoshoots

SOCIAL & DIGITAL CONTENT
Campaigns
70 FY 25-26 ACCOMPLISHMENTS
Advertising
Concepted and launched the FY25-26 "Powering the Communities We Call Home" advertising campaign, which included the following assets:
• Bus shelters, delivering 3 million impressions
• Print advertisements, delivering 2.5 million impressions • Digital advertisements and video, delivering 2 million impressions

CAMPAIGNS
71 FY 25-26 ACCOMPLISHMENTS
Advertising

CAMPAIGNS
72 FY 25-26 ACCOMPLISHMENTS
Irvine Business Level Up Campaign
Created Irvine business-targeted materials directed toward Irvine business owners, highlighting the benefits of clean energy and the option to opt up to the Smart Choice or 100% Renewable Choice plan. Assets included:
• Email
• Landing page
• Social content
• Pitch deck

CAMPAIGNS
73 FY 25-26 ACCOMPLISHMENTS
Irvine Business Level Up Campaign

CAMPAIGNS
74 FY 25-26 ACCOMPLISHMENTS
Get the Facts Campaign
Designed a digital campaign to address and correct common misconceptions about OCPA, deployed across Meta platforms and Nextdoor.

CAMPAIGNS
75 FY 25-26 ACCOMPLISHMENTS
Get the Facts Campaign

CAMPAIGNS
76 FY 25-26 ACCOMPLISHMENTS
Paid Search
Mainted a defensive position on branded and renewable energy-related keywords, consistently holding top placements in Google Search. This has been achieved efficiently, with spend coming in under budget while maintaining strong visibility.

CAMPAIGNS
77 FY 25-26 ACCOMPLISHMENTS
Overall Paid Campaign Performance
Campaign Impressions Clicks Video Views
Paid Search 13,661 2,805 N/A
Paid Social 3,496,194 55,862 1,337,016
YouTube 2,000,000 N/A 2,000,000
Print 2,485,904 N/A N/A
Outdoor 3,000,000 N/A N/A
Totals 10,995,759 58,667 3,337,016

CAMPAIGNS
June 2025 - March 2026
Social Media Report
Organic and Paid
79 FY 25-26 ACCOMPLISHMENTS
We Made an Impact: Cumulative Performance
Paid + Organic Social
Impressions
3,105,358
Engagements
15,549
Post Links Clicks
8,201
Meta Video Views
466,300
Impressions
2,400,000
Engagements
12,000
Post Links Clicks
1,800
July 1 2025 - March 2026 Results
Yearly Objectives:

YouTube Video Views
2,000,000
80 FY 25-26 ACCOMPLISHMENTS
Executive Summary
From July through March, the approach focused on two goals: consistently showing up in community channels through organic content, and using paid media to support key programs and initiatives when it mattered most.

Organic content leaned into real moments, event recaps, community partnerships, and program highlights to keep OCPA visible and relevant across its member cities. This created a steady presence and gave us consistent opportunities to connect with both residents and partner organizations.

Paid efforts prioritized campaigns tied to action. Opportunities for the community to submit grant applications, participate in cost-saving programs, or provide input were supported with budget to increase visibility and drive traffic to the site.

July 2025 - March 2026 Results
81 FY 25-26 ACCOMPLISHMENTS
Executive Summary
From July to March, OCPA generated 3.1M impressions, 15.5K engagements, and 8.2K link clicks, all above yearly benchmarks. Video was a major driver of reach, with over 466K views on Meta and more than 2M views on YouTube.

Platform-specific highlights:
• LinkedIn had the strongest audience growth, increasing by 21.7% (+1,000 followers), driven by more focused content tailored to a professional audience. • YouTube delivered the highest overall reach, with short-form videos featuring community voices helping scale visibility.

Overall, the combination of consistent organic presence and targeted paid support helped expand reach, grow the audience, and drive more engagement with OCPA’s programs and initiatives.

July 2025 - March 2026 Results
82 FY 25-26 ACCOMPLISHMENTS
Executive Summary
From July to March, website traffic saw strong growth across key metrics, including 118K sessions and 87K users (+45.8%).

A key takeaway is how much traffic was driven by campaign efforts. Paid social alone generated 33K sessions, making it one of the top drivers of site traffic.

When combined with other paid channels, nearly half of all traffic came from campaign activity outside of direct and organic search. This reinforces that paid campaigns are playing a significant role in driving awareness and getting users to take action on the website.

July 1 2025 - March 2026 Results
Platform
Performance
84 FY 25-26 ACCOMPLISHMENTS
Total Impressions:
3,105,358
Facebook: 2,890,003
Instagram: 146,963
LinkedIn: 68,392
Impressions & Engagement
Social Metric Breakdown
Total Engagements:
2,419
Facebook: 2,492
Instagram: 2,708
LinkedIn: 10,349
85 FY 25-26 ACCOMPLISHMENTS
Total Audience: 6,973
Net Audience Growth: +1,270
Facebook Total : 3.4K +31
Instagram Total: 1.1K +216
LinkedIn Total: 2.5K +1,023
Audience Growth
Organic Social Metric Breakdown
86 FY 25-26 ACCOMPLISHMENTS
Video Views
Paid + Organic Social
Total Video Views: 466,300
Facebook: 462,492
Instagram Reels: 3,279
LinkedIn: 529
*YouTube video results can be found in
the Paid Campaigns section
Top
Performing Posts
88 FY 25-26 ACCOMPLISHMENTS
Total Engagements
78 Total Engagements
67 Followers Posts Views Engagements
Total 1.1K 198 145K 2.7K
Instagram: Top Performing Posts
Top
Performer
Total Engagements
71 89 FY 25-26 ACCOMPLISHMENTS
Followers Posts Views Engagements Post Link
Clicks
Total 3.4K 145 2.9M 2.5K 381
Facebook: Top Performing Posts
Total Engagements
641
Total Engagements
62 Total Engagements
50 Top
Performer
90 FY 25-26 ACCOMPLISHMENTS
LinkedIn: Top Performing Posts
Followers Posts Impressions Engagements Link Clicks
Total 2.5K 94 68K 10.3 7.8K
Total Engagements
695
Total Engagements
363
Total Engagements
322
Top
Performer
Paid Campaigns
92 FY 25-26 ACCOMPLISHMENTS
In Market August 2025 - March 2026 (Campaign ended)
Community Guide - B-Roll Video: Meta
Total Reach: 133,297
Total Impressions: 540,013
Total Link Clicks: 17,185
93 FY 25-26 ACCOMPLISHMENTS
Launched January 2026
Get the Facts: Meta + Nextdoor
Total Impressions: 2,343,727
Reach: 444,678
Clicks: 23,094
Top
Performer
94 FY 25-26 ACCOMPLISHMENTS
Launched January
Powering the Communities We Call Home: Meta
Total Reach: 135,596
Total Impressions: 540,043
Total Link Clicks: 17,185
Top
Performer
95 FY 25-26 ACCOMPLISHMENTS
Powering the Communities We Call home
Views: 284,050
Watch time: 1,361 hours
Launched January
Powering the Communities We Call Home: YouTube
96 FY 25-26 ACCOMPLISHMENTS
YouTube/Meta Shorts In-Market
OCPA Unplugged
YouTube Views
535,415
Meta Views
68,129
97 FY 25-26 ACCOMPLISHMENTS
Community Leaders Campaign
Geraldine Larson Jim Koo Daniel Kim
Patty Oh Joseph Joseph
Campaign Total
Views: 655,955
Watch time: 4,284 hours
Thahn Pham
98 FY 25-26 ACCOMPLISHMENTS
YouTube Views by City
YouTube Subscribers
+45
Views
2 Million
99 FY 25-26 ACCOMPLISHMENTS
Organic Social Appendix
10 FY 25-26 ACCOMPLISHMENTS
0 Thank You
FY26/27 Marketing & Public Outreach Plan
FY26-27 MARKETING &

PUBLIC OUTREACH PLAN
1 July 2026 - June 2027
FY26/27 Marketing & Public Outreach Plan
Table of
Contents
2 Overview
2025 Tracking Survey
Recommendations
FY26-27 Objectives
Strategy
FY26-27 Objectives
Marketing & Public Outreach Objectives
Research
2026 Tracking Survey
Target Audiences
Media Relations
Editorial Calendar
Blog Post Topics
Awards
Board and Government Relations
OCPA Board of Directors
Prospective Member Cities
Elected Officials
Customer Outreach
Commercial Customer Outreach
Residential Customer Outreach
Multicultural Outreach
Student Education
Low-Income Neighborhood & Older Adults Outreach
Fountain Valley Service Launch
Marketing
Customer Communications
Community Newsletter
Social Media
Holiday and Awareness Day Calendar
Collateral
New Program Launches
Website Enhancements
Informative Videos
Paid Media Plan
Advertising Creative
Media Mix
Overview
Community Print
Multicultural Print
Outdoor Bus Shelters
Meta + Nextdoor
YouTube + LinkedIn
Paid Search
Flow Chart
Paid Media Budget
ONE FY26/27 Marketing & Public Outreach Plan -YEAR ANNIVERSARY MARKETING STRATEGY DECK Overview
July 2025 – March 2026
Over the course of FY25-26,
Orange County Power
Authority has been very
intentional in its marketing
and public outreach efforts
to improve public awareness
and favorability, while
instilling community pride.
 Conducted a county-wide tracking survey; 63% of customers have heard of OCPA (up 13%) and favorability increased by 8%
 Hosted the OCPA Sustainability Champions Awards, Environmental Roundtable, Annual Staffers Luncheon, and Community Leaders Roundtable  Delivered 11M+ impressions in a public education advertising campaign; generated 38K+ website landing page views
 Launched 3 discount and incentive programs and completed the Community Power Plan
 Cultivated 4 new Green P100NEER program participants
 Made 18 presentations to various community groups and organizations  Participated in 24 events in member communities
 Achieved balanced or positive media coverage in over 88% of news stories  Earned 5 awards showcasing OCPA’s accomplishments
 Consistently increased social media followers on all platforms  Produced cross-platform content including 9 blog posts, 5 newsletters, and 13 videos + monthly digital content for Facebook, Instagram, and LinkedIn 3 FY26/27 Marketing & Public Outreach Plan
OCPA commissioned a tracking survey in August 2025 of 800 registered voters in member cities only. Key findings from the survey included:

Tracking Survey (August 2025)
 Awareness of and favorability toward
Orange County Power Authority has risen
incrementally among customers in member
cities since 2023.
 Cost is a primary concern for voters – most
do not want to pay more to help fight climate
change, but if costs are similar strong
majorities say they would choose renewable
energy over traditional energy sources.
 The impact of messaging and information
about OCPA is significant and favorability
ratings rise substantially when people learn
more about OCPA.
 Opinions of OCPA became significantly
more positive after voters learned more
about the organization, demonstrating the
effectiveness of informative content.

FY26/27 Marketing & Public Outreach Plan
Recommendations
 In FY26/27, OCPA will continue to focus on informing its residential and commercial customers on its value proposition.

This approach will reinforce OCPA’s presence across its four member cities, as well as prospective member cities, by educating the public on the organization’s mission, benefits, and programs.
 Marketing and media relations efforts will contain messaging that informs community members about clean energy, choice, affordability, local control, renewable energy, and creating a sustainable future.
 Implement direct customer communications for the Fountain Valley service launch while sustaining ongoing marketing and public outreach efforts.
 Completion of the program to market curriculum to educators, currently in development.
 Strong consideration will be given to implementing a customer email program.
 Increase volume of presentations given to community groups and organizations.
6 FY26/27 Marketing & Public Outreach Plan
FY26/27 Objectives
FY25 Marketing and Public Outreach Highlights
Inform residents and businesses in
member and prospective member
cities that the Orange County Power
Authority is about energy choice,
local control, competition,
affordability, renewable energy,
and a sustainable future.

STRATEGY
8 FY26/27 Marketing & Public Outreach Plan
FY26/27 Business Objectives
 Continue to generate strong
interest from prospective
member cities
 Increase understanding among
community members on OCPA’s
value proposition: local control,
choice, clean energy
 Sustain strong supportive
relationships with current
member cities
 Successfully communicate the
service launch of Fountain Valley
9 FY26/27 Marketing & Public Outreach Plan
FY26/27 Marketing & Public Outreach Objectives

RESEARCH - TRACKING SURVEY
 Increase awareness among customers by 10%
 Increase favorable opinion among customers by 10%

MEDIA RELATIONS
 Achieve balanced or positive media coverage in 80%
of news stories
July 2026 - June 2027
The marketing and public outreach efforts will continue to be tracked and reported out monthly to demonstrate progress and measure success. This will also help identify whether any activities need to be retooled to ensure maximum return on investment.

ADVERTISING
 Deliver more than 16M impressions

OCPA NEWSLETTER
 Sustain 50%+ open rate in bi-monthly newsletter

SOCIAL MEDIA
 Achieve monthly: 200K Impressions, 1,000
Engagements, 150 Post Clicks
AWARDS
 Earn 4 awards
10 FY26/27 Marketing & Public Outreach Plan
Research
11 FY26/27 Marketing & Public Outreach Plan
2026 Tracking Survey
To measure progress of communication efforts, and analyze awareness and opinion changes from the baseline survey and August 2025 tracking survey data.

Research (August 2026)
 Continue with the methodology used for the 2025 voter survey, using a multi-modal phone, email-to-web, and text-to-web survey. Telephone interviews will be conducted on both landlines and cell phones, and online respondents will be invited to take the survey via email and text message.  Total sample size of 1,000 with 200 respondents from each of the member cities: Buena Park, Fountain Valley, Fullerton and Irvine; plus an oversample of 200 in South Orange County (Dana Point, Laguna Beach, San Clemente, San Juan Capistrano).
 An average interview length of approximately 15 minutes in order to provide in-depth feedback from voters that will aid in making strategic decisions related to outreach and communications. 12 FY26/27 Marketing & Public Outreach Plan
Media Relations
13 FY26/27 Marketing & Public Outreach Plan
Media Relations
Continue proactive outreach to local and multicultural media in OCPA’s member cities by highlighting reinvestment efforts, grant opportunities, customer programs, and community initiatives to maximize coverage and engagement.

Media Releases
Continue drafting and distributing media releases for news and other milestones. This includes the Power Content Label, new projects or programs, grant recipients, awards received, new hires, as well as announcements about new cities joining OCPA and any major developments with the organization throughout the year.

Media Briefings
Continue to schedule regular media briefings with local news editors and journalists to keep them informed about community choice energy, OCPA’s value proposition, and new programs.

Letters to the Editor / Op-Eds
Support third-party spokespeople who are open to submitting letters to the editor or op-eds, as appropriate. 14 FY26/27 Marketing & Public Outreach Plan
Editorial Calendar
Initiative Communication Asset(s) Timing
Bright Futures Grants Success Stories News release; Newsletter; Blog post; Social Media August – October 2026 Equitable Decarbonization Program Launch News release; Newsletter; Social Media TBD K-12 Educator Curriculum News release; Newsletter; Social Media September 2026 OCPA Sustainability Champion Awards News release; Newsletter; Social Media October 2026 Energy Program Launches News release; Newsletter; Social Media Ongoing New Hires and Board Member updates News release, Newsletter; Social Media Ongoing / January 2026 New Member City Announcements and Updates News release; Newsletter; Co-authored blog post; Social Media Ongoing Art Contest Open for Submissions & Awardees Announced News release; Newsletter; Blog post; Social Media December 2026 – April 2027 Fountain Valley Service Launch News release; Newsletter; Social Media April 2027 Traveling Scientist Program News release; Newsletter; Blog post; Social Media TBD Grace Orchard Solar Project Updates News release / Groundbreaking photo opp; Social Media TBD Clean Energy Access Program – Local Solar Project News release, Newsletter, Social Media TBD Green P100NEER Partnerships Newsletter; Blog posts; Videos Ongoing Cal-CCA Newsletter Seasonal Updates Newsletter Quarterly Op-eds Media relations Quarterly / When applicable
Multicultural Outreach Media engagement Ongoing / When applicable 15 FY26/27 Marketing & Public Outreach Plan
Blog Post Topics
 Clean Energy Champions Q&A Series (Physicians, Business Leaders, Science Teachers / Students / Academics)
 Power Content Label (published in arrears)
 The Role of Equity in Clean Energy
 Health & Clean Energy Connection
 Saving Time, Energy, and Money
 The Clean Energy Journey for Beginners
 CEO’s Perspective: Series of Clean Energy Topics
 Community Partnership Features
 Looking Ahead: Clean Energy Predictions
Blog posts will be drafted in prose and Q&A formats, often including interviews with experts, OCPA Board members and staff to inform customers about the way OCPA works, key benefits, and partnerships that are contributing to a clean energy future. 16 FY26/27 Marketing & Public Outreach Plan
Awards
Submit awards that recognize OCPA for environmental stewardship, financial strength, leadership and excellence in public outreach.

Potential awards include, but are not limited to:
 Southern California Association of Governments
Sustainability Awards (due in January 2027)
 Cal-CCA Community Impact Award (due in
January 2027)
 Association of California Cities–Orange County
(due in April 2027)
17 FY26/27 Marketing & Public Outreach Plan
Board &
Government Relations
18 FY26/27 Marketing & Public Outreach Plan
State of the Agency
Make annual “State of the Agency”
presentation to member city councils.

Timing: October 2026
Board Public Outreach Updates
Continue providing bi-monthly public
outreach highlights and activities for Board
Consent Calendars.

Timing: Bi-Monthly
OCPA Board of Directors
19 FY26/27 Marketing & Public Outreach Plan
Elected Officials
Leadership Academy
Partner with organizational partners to implement a
leadership academy that offers an educational opportunity for local and state elected officials, city commissioners and school board members to learn about OCPA, energy choice and renewable energy.

Timing: Fall/Winter 2026
Annual Staffers Luncheon
Host third annual “Staffers Luncheon” to present an
OCPA overview and answer questions of County, State
and City legislative staff members.

Timing: March/April 2027
20 FY26/27 Marketing & Public Outreach Plan
Quarterly Topics for Public Comment
Q1: July – September
Ways to Save Energy This Summer + OCPA Programs
Q2: October – December
2025 Power Content Label + Energy Program Launches
Q3: January – March
Calpine Grant Recipients + Energy Program Launches
Q4: April – June
Bright Futures Grant Applications Are Open
OCPA spokespersons will speak at City Council meetings during public comment to share updates on the organization’s news and programs. Potential topics include:
21 FY26/27 Marketing & Public Outreach Plan
Ongoing Outreach Support
• Board member advocacy
• Briefings with city and community leaders
• Case studies for potential commercial customers
• Cost-effective PR and marketing:
o Earned media in countywide publications/outlets
o Digital marketing with spillover into non-member cities o Public access TV
o Sponsorship of mission-aligned events
Prospective Member Cities
22 FY26/27 Marketing & Public Outreach Plan
Customer &
Community
Outreach
23 FY26/27 Marketing & Public Outreach Plan
Commercial Customer Outreach
Irvine Business Level Up Campaign
Sustain outreach to Irvine businesses through email
communication, social media and a landing page.

Green P100NEER Program
Sustain the Green P100NEER Program and cultivate new
participants who select 100% Renewable Choice.

Small Business Mixers
Partner with regional and multicultural chambers of
commerce to sponsor informational small business mixers where OCPA can share information.
24 FY26/27 Marketing & Public Outreach Plan
Residential Customer Outreach
Coffee + Conversations
Saturday morning events with Board members
for customers to learn more and ask questions.

Speakers Bureau
Continue seeking opportunities to present to
groups and organizations.
25 FY26/27 Marketing & Public Outreach Plan
Multicultural Outreach
Deepen outreach across OCPA’s multicultural community members in member cities through meetings, presentations and event attendance.

MECCA - Multi-Ethnic Collaborative of Community
Agencies
OMID Multicultural Institute for Development
Orange County Asian Pacific Islander Community
Alliance
Orange County Indian Women’s Association
South Asian Senior Association
Chinese American Mutual Association
Ektaa Center
Japanese American Association of
Orange County
Korean Community Services
26 FY26/27 Marketing & Public Outreach Plan
Student Education
K-12 Schools
 Launch a marketing effort to K-12 teachers in
member cities that raises awareness of curriculum
available via the OCPA website.
 Continue speaking about green energy and clean
tech careers at school career days and youth-focused nonprofit organizations.  Support and sustain the Traveling Scientist program
with OCDE in classrooms in member cities.
27 FY26/27 Marketing & Public Outreach Plan
Conduct public outreach to residents in members communities who may qualify for CARE/FERA aid through community-serving groups.

Low-Income Neighborhood and Older
Adults Outreach
ACCESS California Services
Buena Park Collaborative
Coalition of Community Health Centers
Community Action Partnership of
Orange County
Latino Health Access
Meals on Wheels Orange County
Save Our Youth
Senior Centers
Southland Integrated Service
28 FY26/27 Marketing & Public Outreach Plan
Media Relations
 Issue a media release announcing launch date of
OCPA service in Fountain Valley
Community Outreach
 Newsletter story announcing launch date of OCPA
service in Fountain Valley
 Host booths and sponsor community events;
share on social media
 Host pop-up booths across the community
 Host town halls in Fountain Valley where
residents can engage directly with OCPA
answering questions, providing resources, etc.

Fountain Valley
29 FY26/27 Marketing & Public Outreach Plan
Direct Mail
 SCE notice to all Fountain Valley residents and
businesses
 Pre-enrollment (2) letters (60 and 30 days before)
 Post-enrollment (2) letters (30 and 60 days after)
 Joint Rate Comparison (July)
 Power Content Label (October)
Advertising
 Bus Shelters + Print Ads
 Continue YouTube and Meta (Facebook + Instagram)
paid awareness campaigns geotargeted to city zip codes
Fountain Valley
30 FY26/27 Marketing & Public Outreach Plan
Videos
 Develop explainer video(s) explaining the
transition to OCPA
 Share “countdown” video with OCPA and City
leaders to launch on April 1, 2027
OCPA Website
 Add city to online Rate Calculator as a resource
for new customers
OCPA Staffers Luncheon
 Invite City staffers to attend OCPA’s Annual
Staffers Luncheon
Fountain Valley
31 FY26/27 Marketing & Public Outreach Plan
Website
 Continue refreshing OCPA landing page on
both OCPA and Fountain Valley websites
Social Media
 Post about launch on social media
Public Access TV
 Run OCPA 30-second promotional video
starting in late November 2026
City of Fountain Valley
32 FY26/27 Marketing & Public Outreach Plan
Marketing +
Digital Media
33 FY26/27 Marketing & Public Outreach Plan
Customer Communications
Required New Customer Post-Enrollment Mailings (2)
Ongoing
Power Content Label
Fall 2026
Joint Rate Mailer/Email
July 2026
Fountain Valley Service Launch
February – June 2027
Direct Mail
Email
Explore system for customer-wide emails
34 FY26/27 Marketing & Public Outreach Plan
Customer Communications
Continue newsletter distribution every other month to include current updates, relevant news and blog content, including Q&As with experts, links to videos, photos of OCPA in the community and lists of upcoming events.

To increase growth in subscribers, OCPA will continue to use a QR code on customer mailers, flyers, and posters at public events, through social media posts and paid advertising.

Community Email Newsletter
35 FY26/27 Marketing & Public Outreach Plan
Social Media
Create organic content to share on OCPA’s existing social channels tailored for Facebook, Instagram, and LinkedIn. Content calendars will be created on a monthly basis with planning for 2 posts per week, allowing space for ongoing one-off posts as needed and for events.

Content to include but is not limited to:

OCPA
News +
FAQs
Renewable
energy,
community
energy
information
Partner/peer
organizatio
n highlights
and wins
Customer
highlights &
testimonials
Expert
voices +
articles
Relevant
awareness
days/month
s
Community
Events
Seven Content Pillars
Transparent and
authentic, speaking
with warmth as a
smart, informative,
trusted neighbor
who cares
passionately about
renewable energy
Tone of Voice
Staff
highlights &
wins
36 FY26/27 Marketing & Public Outreach Plan
Holiday, Cultural and Environmental Awareness Days
July 2026 August 2026 September
2026 October 2026 November 2026
December 25 –
January 3
Happy Holidays post for
Christmas, Passover,
Kwanzaa
December 2026
Plastic Free July
July 4
U.S. Independence
Day
July 1 – 7
National Clean
Beaches Week
July 28
World Nature
Conservation Day
August 23 - Kicks
Off World Water
Week
Heat Warning &
Advisory
First Week
Zero Waste Week
Sept. 7 Day of Clean Air
Sept. 14-18
Clean Energy Week
Sept. 15 – Oct. 15
Hispanic Heritage Month
Sept. 21
Zero Emissions Day
Sept. 22 to October 1
Drive Electric Week
Sept. 25
Native American Day
Sept. 26
Environmental Health Day
October
OCPA anniversary Month
October 2
Energy Efficiency Day
October 14
Indigenous People’s Day
October 20
Diwali
October 23
Sustainability Day
October 24 International
Day of Climate Action
October 28 Sustainability
Day
November 1
Dia De Los
Muertos
November 3
End of Daylight
Savings
November 15
National Recycling
Day
November 26
Thanksgiving
November 27
Green Friday
37 FY26/27 Marketing & Public Outreach Plan
Holiday, Cultural and Environmental Awareness Days
January 2027 February 2027 March 2027 April 2027 May 2027 June 2027 January 1
New Year’s Day
January 18
Martin Luther King,
Jr. Day
Black History
Month
February 6
Lunar New Year
February 11
International Day of
Women and Girls in
Science
March 6
World Energy
Efficiency Day
March 8
International Women’s
Day
March 18
Global Recycling Day
March 21 National
Renewable Energy
Day
March 22
Holi
Earth Month
April 22
Earth Day
Clean Air Month
Asian Pacific
Islander Month
Mental Health
Awareness Month
CicloIrvine
May 27
Kicks Off Water
Saving Week
Third Friday of
May:

Bike to Work Day
Pride Month
Great Outdoors Month
June 5
World Environment Day
June 8
World Oceans Day
June 15
Global Wind Day
June 19
Juneteenth
June 21
Summer Solstice
38 FY26/27 Marketing & Public Outreach Plan
Collateral
Continue to develop informative and visually consistent collateral materials to effectively communicate OCPA’s programs, initiatives, and mission across multiple platforms and community touchpoints.

Community Flyers and One-Sheets
Develop flyers and one-sheets to be used and distributed at community events for each of OCPA’s new programs and initiatives.

Power Content Label
Create a printed mailer with key messaging and updated website graphics for the Energy Sources page.

Brochures
Strong and effective messaging to be included in brochure development to support the promotion of OCPA’s mission, initiatives, programs, etc.
39 FY26/27 Marketing & Public Outreach Plan
New Program Launches
Create a suite of materials to launch new programs, like the Renter Energy Efficiency Program, which may include:
 Website landing page
 Homepage hero image
 News release / Blog post
 Newsletter story
 Social Post
 Flyers
 Direct Mail
40 FY26/27 Marketing & Public Outreach Plan
Website Enhancements
Residential / Commercial Pages
Refresh content to better reflect OCPA's current
activities and offerings
Educator Resources
Content available to K-12 educators that meets state
standards
Newsroom Refresh
One-stop shop for reporters
Front door to OCPA’s YouTube channel
Site-Wide Page Refresh
Update look-and-feel for old pages to match newer pages Website enhancements will be implemented across various site pages to reflect OCPA's new programs and showcase up-to-date activities. Updates will also benefit the user experience with an emphasis on ease of navigation and accessibility of information.

A new landing page will also be developed to host the K-12 educator curriculum developed by the Orange County Department of Education (OCDE).
41 FY26/27 Marketing & Public Outreach Plan
Informative Videos
Produce engaging, easy-to-understand videos that
educate the community on key renewable energy
topics, promote OCPA initiatives, and highlight
customer and community voices.

Potential topics include:
 Fountain Valley Launch in 2027
 Green P100NEER
 OCPA Unplugged Season 4
 Customer Testimonials
 Community Leader Testimonials
42 FY26/27 Marketing & Public Outreach Plan
Paid Media Plan
FY25-26 Marketing & Public Outreach Plan
Ad Creative
43 Update advertising creative based on the results of the August 2026 survey. Continue to focus on increasing public education in member communities versus brand awareness. 2025 2026
FY25-26 Marketing & Public Outreach Plan
Paid Media Plan Overview
44 Paid Social
• Meta
• LinkedIn
• Nextdoor
Online Video
• YouTube (including
Multilingual)
Paid Search
• Google
Multicultural Print
• World Journal / Chinese Daily
• Korea Daily
• Korea Times
• Nguoi Viet Daily
• US News Express Digital
Outdoor
• Bus Shelters
Community Print
• Irvine World News
• North County News-Tribune
• Fountain Valley Living
• School News
• Fullerton Connect
• Inside Irvine
• Buena Park Today
• Fountain Pen
45 FY25-26 Marketing & Public Outreach Plan
Media Mix
46 FY25-26 Marketing & Public Outreach Plan
Hyper-Local Visibility
City parks and recreation guides afford a new trusted
touchpoint with residents in OCPA’s member cities. The
guides are mailed to every household and are available
online via city websites.

Flight Schedule
City guides are published quarterly.

TRADITIONAL MEDIA
Community Print
47 FY25-26 Marketing & Public Outreach Plan
In-Language Touch Points
Multicultural print plays a vital role in building trust and driving understanding within key demographic
groups. Through established, in-language
publications, OCPA can deliver content that
connects directly with Korean, Vietnamese,
Chinese, and Spanish-speaking communities.

Flight Schedule
Quarterly insertions aligned with the broader
brand calendar.

Multicultural Print

TRADITIONAL MEDIA
48 FY25-26 Marketing & Public Outreach Plan
Neighborhood-Level Reach
We will continue focusing on neighborhood-level assets like bus shelters.

Flight Schedule
5 shelters each in Irvine, Buena Park,
Fullerton, and Fountain Valley in two 8-week
runs (October and April).

Outdoor: Bus Shelters

TRADITIONAL MEDIA
49 FY25-26 Marketing & Public Outreach Plan
Paid social will continue to balance brand messaging with educational content, driving engagement across platforms with content tailored to audience behavior and platform strengths.

Flight Schedule
Consistently in market, heavier in months with key
messaging pushes.

Tactics
• Always-on brand presence through Meta and Nextdoor
• Targeted mini-campaigns aligned with savings, rebates, and educational messaging
• Community impact videos will be geotargeted to specific member cities
Meta + Nextdoor Campaigns

PAID SOCIAL MEDIA MEDIA
50 FY25-26 Marketing & Public Outreach Plan
 Use existing and new video content.
 Continue boosting posts on LinkedIn, especially
around blog content and hiring posts to drive
traffic to the website.

YouTube + LinkedIn Campaigns

PAID SOCIAL MEDIA
51 FY25-26 Marketing & Public Outreach Plan
 Continue defensive tactic to push
down links to negative articles on
search results.
 Low search volume around OCPA
keywords, ensuring a cost-effective
budget around $350/mo.
 Only paying when resident clicks on
the sponsored search ad.

Paid Search

DIGITAL ADVERTISING
52 FY25-26 Marketing & Public Outreach Plan
FY26/27 Paid Media Flow Chart
53 FY25-26 Marketing & Public Outreach Plan
FY26/27 Paid Media Budget
OCPA - FY26 PAID MEDIA BUDGET
Paid Social Total Months Avg./Mo
Meta $60,000 12 $5,000
LinkedIn $18,000 12 $1,500
NextDoor $12,000 12 $1,000
Online Video
YouTube (including Muliti-Lingual) $36,000 12 $3,000
Paid Search
Google $2,400 12 $200
Community Print
Irvine World News (Irvine) $6,620 4 $1,655
North County News - Tribune (Buena Park/Fullerton) $9,852 4 $2,463 Foutain Valley Living (Fountain Valley) $22,068 12 $1,839 School News (Fountain Valley) $924 2 $462
Fullerton Connect (Fullerton) $2,400 3 $800
Inside Irvine (Irvine) $9,000 4 $2,250
Buena Park Today (Buena Park) $3,000 4 $750
Fountain Pen (Fountain Valley) $3,000 4 $750
School News: Annual Meet the Mayor $1,175 1 $1,175
Multicultural Print
World Journal / Chinese Daily (Full Market)) $4,560 4 $1,140 Korea Daily (Full Market) $10,000 4 $2,500
Korea Times (Full Market) $3,000 4 $750
Ngoi Viet Daily (Full Market) $2,432 4 $608
US News Express Digital (Full Market) $4,800 4 $1,200
Outdoor
Bus Shelters $40,500 3 $13,500
Total $256,231
54 ONE FY25-YEAR ANNIVERSARY -26 Media Strategy MARKETING STRATEGY DECK Marketing Campaign Thank You!
Orange County Power Authority | Staff Report | Page 1 of 3

ORANGE COUNTY POWER AUTHORITY
Staff Report – Item 8.3
To: Orange County Power Authority Board of Directors
From: Wendy Garcia, Human Resources Generalist
Approved by: Joe Mosca, Chief Executive Officer
Subject: PUBLIC HEARING ON ORANGE COUNTY POWER AUTHORITY

VACANCIES, RECRUITMENT, AND RETENTION EFFORTS
PURSUANT TO ASSEMBLY BILL 2561 / GOVERNMENT CODE
SECTION 3502.3
Date: May 7, 2026

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: Public Hearing, AB 2561, Government Code section 3502.3

RECOMMENDED ACTION(S)

1. Conduct a public hearing pursuant to Assembly Bill 2561 / Government Code Section 3502.3.

2. Receive and file the OCPA 2025-2026 annual employee vacancy, recruitment, and retention report.

BACKGROUND
Assembly Bill 2561 added section 3502.3 to the California Government Code and requires public agencies to present the status of vacancies and recruitment and retention efforts during a public hearing before the governing body at least once per fiscal year. If the governing body adopts an annual or multiyear budget, the presentation must be made before adoption of the final budget. During the hearing, the public agency Orange County Power Authority | Staff Report | Page 2 of 3 must also identify any necessary changes to policies, procedures, and recruitment activities that may lead to obstacles in the hiring process.

This item serves as Orange County Power Authority’s (OCPA) annual public hearing and report for fiscal year 2025–2026 in compliance with Government Code section 3502.3. AB 2561 contains additional provisions for public agencies with recognized employee organizations. However, since all employees of OCPA are unrepresented, those additional provisions do not apply.

DISCUSSION / ANALYSIS
Orange County Power Authority (OCPA) currently has twenty-one employees in twenty-nine budgeted full-time positions. The remaining eight budgeted positions are vacant and reflect both ongoing staffing needs and positions in active or anticipated recruitment. During fiscal year 2025–2026, OCPA continued to make progress in filling key positions while also managing vacancies created through staffing transitions.

Since the June 2025 AB 2561 presentation, OCPA has filled five positions that are part of its twenty-nine budgeted full-time positions. During that same period, four employees were separated from employment. Of those four vacated positions, two have been filled, and two remain unfilled, with one of those positions currently in recruitment.

OCPA’s success in recruiting and retaining staff continues to be supported by targeted recruitment outreach and a structured hiring process. Position openings are posted on the OCPA website, LinkedIn, CalCCA network channels and bulletins, and industry-specific resources such as Energy Central help draw qualified applicants for both general and highly specialized public agency roles. Through resume review, initial screening, phone screening, panel interviews with subject matter experts and/or cross-functional staff, and final in-person interviews, OCPA seeks to identify candidates with the qualifications, experience, and organizational alignment needed to support the agency’s mission and operational needs.

OCPA continues to support retention by maintaining competitive salary and benefits practices and staying aware of market trends relevant to the public sector and the agency’s specialized workforce needs. OCPA offers a hybrid and, where applicable, remote work structure that supports operational needs while also helping employees maintain flexibility and work-life balance. OCPA also supports employee development through professional development resources, training, and learning opportunities that help staff build knowledge and continue growing in their roles. In addition, employee engagement and culture-building efforts help foster connection, collaboration, and a positive workplace environment. These efforts may include team-building opportunities, wellness initiatives, and agency activities that strengthen employee engagement and support a healthy workplace culture.

Orange County Power Authority | Staff Report | Page 3 of 3 Consistent with Government Code section 3502.3, OCPA continues to evaluate its recruitment practices and outreach strategies for positions requiring niche technical and industry-specific experience, as these roles may involve smaller applicant pools and longer recruitment timelines. OCPA will continue to assess recruitment activities and hiring practices to support effective hiring for hard-to-fill roles and the agency’s evolving operational needs.

FISCAL IMPACT
None.

ATTACHMENT(S)
Attachment A – OCPA AB 2561 Public Hearing Presentation, FY 2025–26 | AGENDA ITEM 8.3
PUBLIC HEARING PURSUANT TO AB2561
MAY 7, 2026
ITEM X.X PUBLIC HEARING PURSUANT TO AB 2561
AB 2561 Public Hearing Overview
Assembly Bill 2561 added Government Code
section 3502.3 that requires local public
agencies to:
• Report vacancy status and recruitment and
retention efforts at a public hearing at least
once per fiscal year.
• Conduct the hearing before final budget
adoption.

For OCPA, this item satisfies the annual reporting requirement.

Any additional bargaining-unit reporting does not apply.

ITEM X.X PUBLIC HEARING PURSUANT TO AB 2561
Workforce and Vacancy Status
Budgeted Full Time Positions 29
Filled Positions 21
Vacant Positions 8
• Current vacancies reflect both ongoing
organizational staffing needs and positions
in active or anticipated recruitment.
• OCPA continued making progress in filling
key positions, while managing vacancies
created through staffing transitions.

ITEM X.X PUBLIC HEARING PURSUANT TO AB 2561
Recruitment Efforts
Consistent candidate evaluation
focused on technical qualifications,
organizational fit, and alignment with OCPA’s
mission and operational needs.

Structured hiring process
that includes resume review, initial
phone screening, panel interviews, and
final in-person interviews.

Targeted outreach
for both general and highly specialized
public agency roles
Multi-Channel Digital Outreach
• OCPA platforms (website, LinkedIn)
• Partner platforms (CalCCA)
• Industry-specific resources (ex: Energy Central)
• Public sector-focused job boards under
consideration
ITEM X.X PUBLIC HEARING PURSUANT TO AB 2561
Retention Efforts
Positive workplace culture
supported through engagement,
team-building, wellness, and agency
activities.

Professional growth opportunities
through training, development,
and continued learning.

Competitive compensation
and benefits that support
attraction and retention in a
specialized public sector environment
Flexible work structures
including hybrid and, where
applicable, remote work options.

Questions?
ITEM X.X PUBLIC HEARING PURSUANT TO AB 2561
Receive and file.

Recommended Action
Orange County Power Authority | Staff Report | Page 1 of 5

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: May 7, 2026
OCPA Load Management Standards Plan Update
On March 19, 2024, the Board approved the OCPA Load Management Standards Plan and authorized staff to submit the plan to the California Energy Commission, including any future updates required by the CEC. Over the past year, staff worked with CEC staff to refine and update the plan. The updated plan demonstrates OCPA’s continued compliance with the Load Management Standards and outlines OCPA’s proposed approach to satisfy future requirements through a limited dynamic-rate pilot for large commercial and industrial customers, with a target launch in late 2027 or early 2028.

The updated plan was docketed with the CEC on March 13, 2026. CEC staff has confirmed that the plan remains on track to be presented for Commission consideration at the May 13, 2026 business meeting.

Cost of Service Study Update
Advancing cost-of-service analysis and product pathway evaluation is one of OCPA’s 2026/27 Strategic Plan goals related to fiscal sustainability and affordability. This effort began in mid-April 2026 with the launch of the workplan, consultant kickoff, and internal coordination. Data requests and evaluation of feasible product pathways are currently underway, including both a status quo model and a new product pathway model. The next phase of work will incorporate procurement, compliance, cost, and portfolio considerations into the cost-of-service study, followed by development of the draft cost-of-service model, revenue requirement analysis, rate design scenarios, and customer bill impact tools.

Revenue Deferral Transfer
As contemplated in the FY 2025/26 Budget, OCPA will utilize $45 million of previously deferred revenue from FY 2023/24, including $15 million in FY 2024/25 and $30 million in FY 2025/26, to help offset the anticipated revenue shortfall. The shortfall is primarily driven by continuation of the 2024 rate design into 2025 and the City of Irvine’s Orange County Power Authority | Staff Report | Page 2 of 5 transition from 100% Renewable Choice to Basic Choice. This strategic use of deferred revenue is consistent with the Board-approved Rate Stabilization Policy and serves as an important financial tool to support long-term rate stability and affordability. By proactively applying these funds, OCPA enhances its ability to manage financial risk, stabilize rates, and help protect customers from market volatility.

Communications & External Affairs
Communications
• OCPA’s upcoming free webinar providing tips on how to lower residential energy bills was included in this week’s ACC-OC eblast. Here is a link to the email. • This recent ACC-OC Policy Pulse newsletter included a mention of OCPA’s Green Prepayment Bonds news release.
• OCPA released its customer testimonials video series this month, which is being promoted in paid digital media. Check out all five videos on our YouTube page. • OCPA announced the winners of its latest Picturing a Better Tomorrow art contest. Check out our recent social media post to see the winning artwork and read about the winners.
• The OCPA rate lock explainer video launched on our YouTube channel and was posted to social media this month.

Community Engagement & External Affairs
• OCPA attended numerous Earth Day events in April. This included the Irvine Earth Day Event, the Irvine Valley College Earth Day Celebration, and a Solar and Power Town Hall.
• In April, OCPA partnered with the California Air Resources Board (CARB) and UCLA to host a Commercial Decarbonization focus group. This focus group series is gathering valuable information from decarbonization equipment installers about challenges they face and the opportunities that exist for the sector. Maya Ofek, Research Data Analyst, California Center for Sustainable Communities, UCLA, conducted the interview, and attendees included representatives from MBT Construction, located in Fountain Valley and specializing in commercial energy efficiency in Orange County. • Staff attended the North OC Chamber business networking event. • Staff and Community Advisory Committee members attended the annual OC Hispanic Chamber of Commerce Estrella Awards, where we connected with community leaders and elected officials from across Orange County. • OCPA attended the Buena Park Earth Month Sustainability Fair, where we, alongside Chair Sonne, promoted the Renter Energy Efficiency Program. Thank you so much to the Chair who helped OCPA achieve the goal of over 300 applications! We’re thrilled to have so many residents from the City of Buena Park and throughout our service territory apply.

Orange County Power Authority | Staff Report | Page 3 of 5 • OCPA was included in an Earth Day kick-off event that featured a showing of the film “Energy for the Future: Global Renewables Innovation”. We shared a background on CCAs – the City of Lancaster’s CCA was featured in the film – and engaged in a small group discussion afterward. Staff answered questions about CCAs and our relationship with cities and customers. • The OCPA Programs Team joined the Irvine Electrification 101 event alongside Director Treseder, the City of Irvine Environmental Programs team, the Building Decarb Coalition, Cool OC, OC Goes Solar, and SCE. Staff shared flyers at a booth and educated Irvine customers and attendees about the Renter Energy Efficiency Program and the OCPA Solar Battery Program. We had conversations with multiple customers and shared contact information for follow-up. • OCPA attended the South Orange County Economic Coalition’s annual Meet the Mayors event, where we connected with stakeholders from across Orange County.

Customer Programs
• Community Power Plan: The full plan is now published on the OCPA website, where you can click a link to view a reactive dashboard of data. • Renter Energy Efficiency Program: The program received 308 applications, and 251 of them are eligible for the program. Application breakdown is as follows:
o Irvine: 40%
o Fullerton: 31%
o Buena Park: 29% (thank you for all your help promoting the program, Chair Sonne!!)
• Energy Efficiency Equipment Showcase: The team is working on a partnership with the U.S. Green Building Council (USGBC) to bring their BuildSMART Trailer to member cities. This mobile exhibit features energy-efficient and sustainable home technologies and is a cost-effective means of promoting efficiency education to a wide array of customers attending a community event. USGBC staff provides hands-on guidance, and OCPA staff will share information on energy programs.
• *NEW* Energy Educational Webinar: Secured for May 7th at 6:00 pm, OCPA will present a free residential affordability webinar to help customers better understand electricity rate structures and identify practical strategies to manage their energy costs. The webinar will support education and the lack of program awareness identified in the Community Power Plan. Click here for the registration page to share with your constituents, or reshare our social post (Facebook, Instagram).
• Equitable Building Decarbonization Direct Install Grant: The program has launched, with the interest and enrollment form going live. We are currently putting together an outreach plan.

Orange County Power Authority | Staff Report | Page 4 of 5 • Residential Battery Rebate Program: To-date, 53 applications have been approved. The program is no longer accepting new applications; current applicants will continue being processed.
• *Future programs in development*:
o Multifamily housing smart thermostat rebate program
o Small commercial energy audit program + support for energy efficiency implementation (funding support through SoCalREN)
o Residential energy audit program + support for energy efficiency implementation (funding support through Stop Waste)
Human Resources Updates
• External Affairs Manager: The position remains open.
• Regulatory & Legislative Manager: The selected candidate has signed the offer and is scheduled to start on May 4, 2026.
• Rates & Revenue Manager: The selected candidate has signed the offer and is scheduled to start on May 4, 2026.

Events & Stakeholder Outreach
The OCPA team attended the following events and community meetings since our last Board meeting:

DATE HOST EVENT/MEETING CITY START END
4/18/2026 City of Irvine Earth Day Event Irvine 11:00 AM 2:00 PM 4/20/2026
Orange County
Women's Business
Chamber
Board Installation
Lunch-Invitation
Only
Orange
County (All) 11:30 AM 1:00 PM
4/20/2026 UCLA/CARB OCPA Hosted
Focus Group
Orange
County (All) 2:00 PM 3:30 PM
4/22/2026 City of Irvine/
Councilmember Liu
Solar and Power
Town Hall Irvine 6:00 PM 7:30 PM
4/22/2026 Irvine Valley College Earth Day Event Irvine 11:00 AM 2:00 PM 4/23/2026
North Orange County
Chamber of
Commerce
Business
Networking Event Fullerton 11:30 AM 1:30 PM
4/24/2026 Rivian Theatre
Laguna Beach Earth Night Event Orange County (All) 6:30 PM 9:00 PM 4/25/2026 City of Buena Park Love Buena Park Buena Park 8:00 AM 12:00 PM 4/25/2026 City of Fullerton
Fullerton 45th
Annual Arbor Day
Celebration
Fullerton 9:30 AM 11:00 AM
4/30/2026 City of Irvine/OC
Goes Solar
Electrification
Event Irvine 6:00 PM 7:30 PM
Orange County Power Authority | Staff Report | Page 5 of 5 5/1/2026 2026 Fullerton Prayer
Breakfast Committee
41st Annual
Fullerton Prayer
Breakfast
Fullerton 6:45 AM 9:00 AM
5/2/2026 City of Irvine CicloIrvine Irvine 11:00 AM 4:30 PM 5/7/2026 OCIACC OC Business
Expo
Orange
County
(Irvine)
4:00 PM 8:00 PM
We are looking forward to many opportunities to engage with the community and key stakeholders, including:

DATE HOST EVENT/MEETING CITY START END
5/12/2026 CalCCA CalCCA
Conference Sacramento All Day
5/14/2026 Buena Park
Collaborative
Monthly Meeting -
May Buena Park 10:00 AM 12:00 PM
5/22/2026 City of Irvine
Irvine Pride
Day/Harvey Milk
Celebration
Irvine 5:00 PM 7:00 PM
5/25/2026 City of Buena Park
Memorial Day
Remembrance
Service
Buena Park 10:00 AM 12:00 PM
6/6/2026 City of Fullerton Be You Pride Fest Fullerton All Day 6/11/2026 Buena Park
Collaborative
Monthly Meeting -
June Buena Park 10:00 AM 12:00 PM
6/11/2026 City of Fullerton 2026 Fullerton
State of the City Fullerton 2:30 PM 5:00 PM
6/13/2026 Cool Irvine Eco Fair Irvine 9:00 AM 1:00 PM
6/18/2026 City of Fountain
Valley
Fountain Valley
Summer Fest
Fountain
Valley 3:00 PM 11:00 PM
6/24/2026 CivicWell
Day 1 of 2 -
California Climate
and Energy
Collaborative
(CCEC) Forum
Orange
County (All) 11:00 AM 6:00 PM
6/25/2026 CivicWell
Day 2 of 2 -
California Climate
and Energy
Collaborative
(CCEC) Forum
Orange
County (All) 8:00 AM 3:30 PM
Attachments
Attachment A – Non-Power Supply Contracts In Excess of $50,000 to Under $100,000 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 1 NewGen Strategies and Solutions 04/06/2026-01/31/2027 $96,000 Scope of Services - Cost of Service Study, Rate Design, and Rate Impact Analysis