Peninsula Clean Energy
Board of Directors Meeting
July 28, 2022
Peninsula Clean Energy
Agenda
• Call to Order / Roll Call
• Public Comment (for items not on the Agenda)
• Action to set the Agenda and Approve Consent Items 1-6 o Consent - Public Comment
• Regular Agenda
• Adjournment
Chair Report (Discussion)
July 28, 2022
CEO Report (Discussion)
July 28, 2022
Peninsula Clean Energy
Welcome!
Welcome to Kristina Alagar Cordero, our new CFO, who
started on Monday, July 25
Peninsula Clean Energy
Hiring Updates
• Joe Ficalora, new Electric Vehicles Associate Programs Manager starting August 22
• Jeff Wright, new Power Resources Manager starting
August 31
• Moya Enright, new Senior Renewable Energy Analyst
starting September 1
Peninsula Clean Energy
Open Positions
oRegulatory Compliance Analyst
oHuman Resources Manager
o (offer made and verbally accepted)
oDirector of Power Resources
oStrategic Accounts Manager
Peninsula Clean Energy
Presentations to City Councils
Starting update presentations to all city councils on
what’s happening with PCE:
• June 21 – Half Moon Bay
• July 25 – Daly City
Planned:
• August 15 – Burlingame
• September 13 – Millbrae
• October 5 – Brisbane
• October 12 - Hillsborough
8 Peninsula Clean Energy
Legislative Activities Update
9 Legislature has been on recess during July
Peninsula Clean Energy
Upcoming Meetings
• Executive Committee:
o August 8 at 10:00 a.m. (Zoom)
• Citizens Advisory Committee:
August 11 at 6:30 p.m. (Zoom)
• Special Audit and Finance Committee:
o August 15 at 8:30 a.m. (Zoom)
• Board of Directors:
o August 25 at 6:30 p.m. (Zoom)
CAC Report (Discussion)
July 28, 2022
Diversity, Equity, Accessibility, and Inclusion (DEAI)
Key Survey and Interview Takeaways
Board of Directors Meeting
July 28, 2022
Diversity, Equity, Accessibility,
& Inclusion (DEAI)
Board of Directors
July 28, 2022
Prepared by
Agenda
14 1. DEAI Foundation to PCE’s Mission
2. DEAI Project Tasks
• Organizational Needs Assessment
• Survey Results
• Interview Themes
• Legislation & Regulatory Analysis
• DEAI Policy & Workshops
• Organizational Policy Documents
• Action Plan
3. Next Steps
4. Q&A
Foundation: Diversity, Equity, Accessibility, and Inclusion Mission Statement
Power
Resources Public Policy
Community
Energy
Programs
Marketing,
Outreach, &
Customer Care
Financial
Stewardship
Secure
sufficient, low-cost, clean
sources of
electricity that
achieve
Peninsula Clean
Energy’s
priorities while
ensuring
reliability and
meeting
regulatory
mandates
Strongly
advocate for
public policies
that support
Peninsula Clean
Energy’s
Organizational
Priorities
Implement
robust energy
programs that
reduce
greenhouse gas
emissions, align
energy supply
and demand,
and provide
benefits to
community
stakeholder
groups
Develop a
strong brand
reputation that
drives
participation in
Peninsula Clean
Energy’s
programs while
ensuring
customer
satisfaction
Employ sound
fiscal strategies
to promote
long-term
organizational
sustainability
DEAI
Foundation
to PCE's
Strategic
Plan &
Mission
Statement
Organizational
Excellence
Ensure
organizational
excellence by
adhering to
sustainable
business
practices and
fostering a
workplace
culture of
innovation,
diversity,
transparency,
and integrity
To reduce greenhouse gas emissions by expanding
access to sustainable and affordable energy solutions.
DEAI
Organizational
Needs
Assessment
February - May
DEAI
Legislation &
Regulatory
Analysis
June - August
PCE DEAI
Policy
Development
August -
September
Existing
Organizational
Policy
Documents
Updated
September -
October
DEAI Action
Plan
Development
August -
October
Project Tasks
16 Surveys
17 Surveys provide
a powerful
insight into DEAI
effectiveness
within an
organization.
17 GCAP conducted 2 surveys between
February & March 2022
• Number of Internal Submits: 34
• Number of External Submits: 117
Key observations were presented to
the Citizens Advisory Committee
(CAC) on May 12th
Survey identified that PCE is ready to
develop and implement DEAI
measures to improve organizational
excellence
Interviews GCAP completed 13 virtual interviews
between April – May 2022
• Number of Internal Interviews: 5 • Number of External Interviews: 8 Survey observations used for interviews These are the interview themes that resulted: • DEAI Readiness • Talent Management/Human
Resources
• Leadership • Communication & Outreach • Vendor Management (Procurement) 18 DEAI interviews
delve deeper
into an
individual’s
specific
experiences with
PCE.
18 Legislation & Regulatory Analysis
GCAP completed the review and analysis of the following legislation and regulations:
• Prop 209 – “Civil Rights Initiative” in the California Constitution • Prohibits race and gender preferential contracting measures • GO 156 & SB 255 – Supplier Diversity Program for the CPUC • PCE Solicitation Documents – Request for Proposals, Request for Offers Input from PCE staff (Prop 209, GO 156, Annual Report to CPUC) Draft report has been completed and submitted to PCE
• Provide recommendations to update and revise solicitation documents and supplier diversity practices
19 DEAI Policy Integrates elements from CAC's
draft policy & references PCE’s
Policy 10
Updates to include insights
from surveys, interviews, and
industry best practices
Communicates PCE’s business
priorities to internal and
external stakeholders
Stakeholder workshops being
planned to review and receive
feedback
2020
DEAI Policy
Workshops In August, PCE will be hosting 3
virtual workshops for the
following groups: CAC PCE staff DEAI Subcommittee Output Finalize policy Gain alignment and support for the new DEAI policy for
Board adoption in
September
2121
Organizational
Policy Documents Initial DEAI review completed
for: Employee Handbook Strategic Plan Ethical Vendor Policy (#9) Inclusive & Sustainable Workforce Policy (#10)
Next Steps: Recommend DEAI
enhancements
Update relevant policies and
key documents
2222
DEAI Action Plan
Develop a “roadmap” to implement
DEAI initiatives within PCE’s
organization
Aligns all DEAI assessment deliverables
(e.g., survey, interviews, etc.) into
cohesive plan
Goals & recommendations will include
the following:
Actions
Description/Outcomes
Timeline
Metrics
2323
DEAI Action Plan, New & Revised
Policies & Solicitation Document
Legislative
&
Regulatory
Analysis
Interviews
Survey
Workshops
DEAI Policy
Development
Conduct Workshops & Finalize DEAI
Policy
August - September
Complete DEAI Action Plan
August - October
Update Relevant PCE Policies and
Documents
September - October
Present DEAI Assessment to Board
October - December
Next
Steps
24 Q&A
25 THANK YOU
Prepared by
Appendix
• Interview Themes
• Survey Details to Key Observations
27 Interview
Themes
28 1. DEAI Readiness
• PCE is ready to support and implement DEAI organizational change • Employees open and receptive to DEAI; top management less so • Good support from BOD and CAC
2. Talent Management/Human Resources
• Recruitment:
o Need a dedicated TM/HR function
o Staff needs to reflect diversity of markets served
o Recruit from minority institutions and low-income communities • Employee Retention:
o Need to improve retaining diverse employees
• Education:
o DEAI specific training needed
• Esprit de Corps:
o Need company social gatherings
o More opportunities for employees to communicate concerns/issues Interview
Themes
29 3. Leadership
• Greater diversity needed on CAC and in PCE top management • PCE Top Management receptive to DEAI initiatives but need more training/coaching on DEAI
• Need better transparency with PCE sharing information with BOD and CAC.
Get CAC involved earlier with issues
4. Communication & Outreach
• Need more staff engagement and visibility with CBOs and local communities – go out and listen to the local communities and interview them • Ensure community input before program design and implementation • Need to improve awareness and communication of PCE programs especially with low income and non-English speaking groups
• Explore additional communication channels like TV and radio • PCE materials need to be translated into different languages
5. Vendor Management (Procurement)
• Review union preference policy and wording to ensure best practices and compatibility with DEAI procurement goals
• Better feedback needed
• More procurement opportunities for women & minorities External – Demographic Key
Observation
Key
Observation
1 At 41.9%, a large
number of
responses came
from Program
Participants. The
next largest groups
were Board
Members and survey
takers who had no
relationship with
PCE –each
representing 17.9%
of survey takers.
1.7%
0.0%
0.9%
17.9%
6.0%
12.0%
41.9%
7.7%
17.9%
2.6%
0.0%
0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0% 45.0% Staff Member
Former Staff Member
Contractor
Board Member/Alternate
Citizens Advisory Committee Member
Grantee
Program Participant
Collaborator
No Relationship
Other
Prefer Not to Answer
1. How would you characterize your relationship with
Peninsula Clean Energy? Select all that apply.
30 External – Demographic Key
Observation
43%
57%
2. Do you serve communities or constituents that are Limited-English-speaking households where no one 14 years old or older speaks English or does not speak English very well?
Yes No
Key
Observation
2 43% served communities with limited English-speaking households. 31 External – Demographic Key
Observation
Key
Observation
3 Although Spanish was
the most commonly
spoken language outside
of English (making up
34.2% of non-English
languages), Cantonese
Chinese and Mandarin
Chinese each made up
18.8% of non-English
languages spoken,
resulting in 37.6%
combined.
18.8%
6.8%
6.8%
4.3%
18.8%
2.6%
6.0%
34.2%
11.1%
6.8%
5.1%
0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% 35.0% 40.0%
Cantonese Chinese
Hindi
Japanese
Korean
Mandarin Chinese
Native American/Indigenous
Russian
Spanish
Tagalog/Filipino
Vietnamese
Other
If yes, please select all that apply.
32 33%
4%
63%
5. Can Peninsula Clean Energy make its electricity generation services more accessible to all persons?
Yes No Not Sure
External – Accessibility of Services Key
Observation (Area of Opportunity)
Key
Observation
4 33% feel PCE
can make its
electricity
generation
services more
accessible to all
persons.
(Question 5)
33 External – Accessibility of Services Key
Observation (Area of Opportunity)
Key
Observation
5 12.8% disagree or strongly
disagree that Peninsula Clean
Energy programs such as the:
• HOME UPGRADE
PROGRAM
• USED EV REBATE PROGRAM
• E-BIKES FOR EVERYONE
• HEAT PUMP WATER HEATER
REBATES
• SOLAR & BATTERY REBATES
are accessible to all its
customers. (Question 6) Of this
12.8%, 40% were Board
Members, and 73% served
communities with Limited-English-speaking households.
18.8%
30.8%
21.4%
6.8% 6.0%
16.2%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
6. Peninsula Clean Energy programs such as the HOME
UPGRADE PROGRAM, USED EV REBATE PROGRAM, E-BIKES FOR
EVERYONE, HEAT PUMP WATER HEATER REBATES, and SOLAR
and BATTERY REBATES are accessible to all its customers. 34 External – Accessibility of Services Key
Observation (Area of Opportunity)
Key
Observation
6 When asked “How well
has Peninsula Clean
Energy considered
whether potential
resources and
programs provide
benefits to
disadvantaged
communities?” 10.3%
selected Not Very Well
and Not Very Well at
All. (Question 20)
4.3% 6.0%
15.4% 15.4%
8.5%
50.4%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Not Well at All Not Very Well Well Very Well Extremely Well Not Sure
20. How well has Peninsula Clean Energy considered whether potential resources and programs provide benefits to
disadvantaged communities?
35 External – Accessibility of Services Key
Observation (Area of Opportunity)
Key
Observation
7 When asked “How well
does Peninsula Clean
Energy ensure that the
design of its programs and
services is community
driven and meets the
needs identified by its
communities?” 11.1%
selected Not Very Well
and Not Very Well at All.
(Question 21) 3.4%
7.7%
21.4%
11.1%
8.5%
47.9%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Not Well at All Not Very Well Well Very Well Extremely Well Not Sure
21. How well does Peninsula Clean Energy ensure that the design of its programs and services is community driven and meets the needs identified by its communities?
36 External – Accessibility of Services Key
Observation (Favorable)
Key
Observation
8 62.4% of external
stakeholders
surveyed feel
Electricity generation
services are
accessible to all.
(Question 4)
30.8% 31.6%
8.5%
3.4%
1.7%
23.9%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
4. Peninsula Clean Energy electricity generation services are accessible to all its customers.
37 External – Accessibility of Services Key
Observation (Favorable)
Key
Observation
9 63.3% of external
stakeholders
surveyed feel PCE
takes steps to make
services inviting
and safe. (Question
10)
19.7%
43.6%
13.7%
1.7% 0.0%
21.4%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
50.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
10. Peninsula Clean Energy takes steps to make their services inviting, safe, and welcoming.
38 External – Peninsula Clean Energy
DEAI (Area of Opportunity)
Key
Observation
10 When asked “To
what extent do
Peninsula Clean
Energy staff and
representatives
reflect the diversity
of the communities
it serves?” 12%
selected Not Very
Well and Not Very
Well at All.
(Question 24)
2.6%
9.4%
14.5% 12.8%
4.3%
56.4%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Not Well at All Not Very Well Well Very Well Extremely Well Not Sure
24. To what extent do Peninsula Clean Energy staff and representatives reflect the diversity of the communities it serves
39 External – Peninsula Clean Energy
DEAI (Area of Opportunity)
Key
Observation
11 When asked “To what
extent does Peninsula
Clean Energy provide
clear and transparent
information,
assessments, and
reporting on the
topics of greatest
interest to the
communities it
serves?” 10.2%
selected Not Very Well
and Not Very Well at
All. (Question 25)
3.4%
6.8%
25.6%
12.8%
11.1%
40.2%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
Not Well at All Not Very Well Well Very Well Extremely Well Not Sure
25. To what extent does Peninsula Clean Energy provide clear and transparent information, assessments, and reporting on the topics of greatest interest to the communities it serves?
40 Internal – Management Key
Observation (Favorable)
23.5%
38.2%
23.5%
5.9%
2.9%
5.9%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
1. Peninsula Clean Energy Leadership (Board, and staff who are at Director-level and above) understands that diversity is critical to our future success. Key
Observation
1 61.7% agree or
strongly agree that
Peninsula Clean
Energy Leadership
(Board, and staff who
are at Director-level
and above)
understands that
diversity is critical to
our future success.
(Question 1)
41 Internal – Management Key
Observation (Favorable)
Key
Observation
2 76.4% agree or
strongly agree that
Peninsula Clean
Energy Leadership
provides
opportunities for
them to grow and
advance in their
career and at
Peninsula Clean
Energy regardless of
their background.
(Question 7)
38.2% 38.2%
5.9%
8.8% 8.8%
0.0%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
7. Peninsula Clean Energy Leadership (Board, and staff who are at Director-level and above) provides opportunities for me to grow and advance in my career and at Peninsula Clean Energy
regardless of my background.
42 Internal – Management Key
Observation (Area of Opportunity)
Key
Observation
3 14.7% disagree
or strongly
disagree that
Peninsula Clean
Energy
celebrates and
encourages
diverse
perspectives.
(Question 6)
11.8%
29.4%
32.4%
5.9%
8.8%
11.8%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
6. Peninsula Clean Energy celebrates and encourages diverse perspectives.
43 Internal – Peninsula Clean Energy
DEAI Key Observation (Favorable)
Key
Observation
4 73.5% agree or
strongly agree that
people from all
backgrounds and with
a range of identities
have equitable
opportunities to
advance their careers
at Peninsula Clean
Energy. (Question 8)
38.2%
35.3%
14.7%
2.9%
5.9%
2.9%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
8. People from all backgrounds and with a range of identities have equitable opportunities to advance their careers at Peninsula Clean Energy.
44 Internal – Peninsula Clean Energy
DEAI Key Observation (Favorable)
Key
Observation
5 73.5% agree or
strongly agree
that they feel
Peninsula Clean
Energy takes
steps to make the
workplace
inviting, safe, and
welcoming.
(Question 16)
35.3%
38.2%
14.7%
2.9%
5.9%
2.9%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
16. I feel Peninsula Clean Energy takes steps to make the workplace inviting, safe, and welcoming.
45 Internal – Peninsula Clean Energy
DEAI Key Observation (Favorable)
Key
Observation
6 76.5% agree or
strongly agree that
they feel
comfortable
discussing their
social and cultural
background in the
workplace.
(Question 20)
26.5%
50.0%
14.7%
0.0%
5.9%
2.9%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
20. I feel comfortable discussing my social and cultural background in the workplace.
46 Internal – Hiring Key Observation
(Area of Opportunity)
Key
Observation
7 26.4% disagree
or strongly
disagree that
Peninsula Clean
Energy does a
good job
sourcing and
hiring
candidates from
underrepresente
d communities.
(Question 4)
8.8%
17.6%
29.4%
23.5%
2.9%
17.6%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
4. Peninsula Clean Energy does a good job sourcing and hiring candidates from underrepresented communities.
47 Internal – Customer Accessibility Key
Observation (Favorable)
48 Key
Observation
8 70.6% agree or
strongly agree that
Peninsula Clean
Energy customer
service is
accessible to all its
customers.
(Question 13)
38.2%
32.4%
8.8%
0.0%
2.9%
17.6%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
13. Peninsula Clean Energy customer service is accessible to all its customers.
Internal – Customer Accessibility Key
Observation (Favorable)
49 Key
Observation
9 88.2% agree or
strongly agree
that Peninsula
Clean Energy
electricity
generation
services are
accessible to all its
customers.
(Question 9)
64.7%
23.5%
2.9%
0.0%
2.9%
5.9%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
70.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
9. Peninsula Clean Energy electricity generation services are accessible to all its customers.
Internal – Customer Accessibility Key
Observation (Area of Opportunity)
50 Key
Observation
10 26.5% disagree or
strongly disagree
that Peninsula Clean
Energy employees
are trained to serve
a diverse customer
base. (Question 2)
8.8%
29.4%
32.4%
20.6%
5.9%
2.9%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
2. Peninsula Clean Energy employees are trained to serve a diverse customer base.
Internal – Customer Accessibility Key
Observation (Area of Opportunity)
51 Key
Observation
11 32.4% think
Peninsula Clean
Energy can make its
electricity
generation services
more accessible to
all persons.
(Question 10)
32.4%
20.6%
47.1%
10. Can Peninsula Clean Energy make its electricity generation services more accessible to all persons?
Yes No Not Sure
Internal – Customer Accessibility Key
Observation (Area of Opportunity)
52 Key
Observation
12 29.4% disagree or strongly
disagree that Peninsula
Clean Energy programs
such as the:
• HOME UPGRADE
PROGRAM,
• USED EV REBATE
PROGRAM
• E-BIKES FOR EVERYONE
• HEAT PUMP WATER
HEATER REBATES
• SOLAR & BATTERY
REBATES
are accessible to all its
customers. (Question 11)
5.9%
23.5%
29.4%
20.6%
8.8%
11.8%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
11. Peninsula Clean Energy programs such as the HOME
UPGRADE PROGRAM, USED EV REBATE PROGRAM, E-BIKES FOR
EVERYONE, HEAT PUMP WATER HEATER REBATES, and SOLAR
and BATTERY REBATES are accessible to all its customers.
Internal – Procurement Key Observation
(Area of Opportunity)
53 Key
Observation
13 • Less than half (41.1%)
agree or strongly agree
that Peninsula Clean
Energy supports and
promotes diversity in its
procurement policies
and practices.
• 11.7% disagree or
strongly disagree that
Peninsula Clean Energy
supports and promotes
diversity in its
procurement policies
and practices.
(Question 3)
17.6%
23.5%
26.5%
8.8%
2.9%
20.6%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
3. Peninsula Clean Energy supports and promotes diversity in its procurement policies and practices.
Internal – Psychological Safety Key
Observation
(Favorable)
54 Key
Observation
14 67.6% agree or
strongly agree
that on their
team they are
able to have
discussions on
difficult/uncomf
ortable topics.
(Question 25)
17.6%
50.0%
11.8%
2.9%
5.9%
11.8%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
25. On my team we are able to have discussions on
difficult/uncomfortable topics.
Internal – Psychological Safety Key
Observation
(Area of Opportunity)
55 Key
Observation
15 20% have
experienced
unwelcomed
comments or
conduct at Peninsula
Clean Energy that
they felt were
offensive,
embarrassing, or
hurtful.
(Question 22)
20%
71%
9%
22. Have you experienced any unwelcomed comments or conduct at Peninsula Clean Energy that you felt was offensive,
embarrassing, or hurtful (e.g., inappropriate jokes, slurs, rumors, hurtful gossip, isolating behaviors)?
Yes
No
Not Sure
Internal – Psychological Safety Key
Observation
(Area of Opportunity)
56 Key
Observation
16 11.8% disagree
or strongly
disagree that
they feel
comfortable
talking about
issues of racism
on their team.
(Question 26) 14.7% 14.7%
44.1%
5.9% 5.9%
14.7%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
45.0%
50.0%
Strongly Agree Agree Somewhat Agree Disagree Strongly Disagree Don't Know
26. I feel comfortable talking about issues of racism on my team.
Peninsula Clean Energy
Survey and Interview Key Takeaways
Survey and interview timeframe: February – May, 2022
Number of surveys received (internal and external):151
Number of in-depth interviews: 13
Human Resources, Staffing, Recruitment
1. Opportunity to improve the diversity of PCE staff, particularly at the leadership level, to better reflect the diversity of the communities PCE serves; includes efforts to source candidates from underrepresented communities.
2. Identified need for a dedicated talent management and human resources function
3. Employees, Board members, and Committee members could benefit from DEAI- focused training
57 Peninsula Clean Energy
Survey and Interview Key Takeaways (cont.)
Programs, Services, Communication, and Outreach
1. Accessibility of PCE programs could be improved to provide easier and better access to all customer segments
2. Opportunity to improve awareness and communication re: PCE's energy programs, especially among low-income and non-English speaking groups
3. PCE materials should be translated into different languages to improve accessibility
4. Consider exploring additional communications channels (e.g. TV and radio) to better reach target populations
58 Peninsula Clean Energy
Survey and Interview Key Takeaways (cont.)
Management
1. Internal stakeholders (staff and former staff) believe that PCE's leadership provides opportunities for them to grow and advance in their career with PCE regardless of their background
2. PCE could improve on celebrating and encouraging diverse perspectives and understanding among staff
3. PCE top management is receptive to DEAI initiatives, but needs more training and coaching on the topic
59 Peninsula Clean Energy
Survey and Interview Key Takeaways (cont.)
Procurement, Vendor Management
1. Consider ways to promote diversity and the involvement of women and minority- owned businesses in PCE’s supply chain Psychological Safety and Company Culture
1. Employees largely agree that on their teams they can have discussions regarding difficult and uncomfortable topics
2. A few employees have experienced unwelcome comments or conduct at PCE that was offensive, embarrassing, or hurtful
3. DEAI-specific training could be utilized to improve company culture around diversity 60 11. Approval of CC Power Renewable
Resources from Ormat Nevada Inc.
and Open Mountain Energy
Chelsea Keys
Senior Manager, Power Resources
Peninsula Clean Energy
Recommendation
Resolution Delegating Authority to the Chief Executive Officer to Execute Necessary Agreements with California Community Power and Participating Community Choice Aggregators for Renewable Resources from Ormat Nevada Inc. and Open Mountain Energy, LLC 62 Peninsula Clean Energy
Agenda
1. Background
2. FCR Need – Mid-term Reliability Procurement Mandate
3. RFO Results Summary
4. Contract Structure
5. Geothermal Projects
6. Recommendation
63 Peninsula Clean Energy
RFO Background and Timeline
64 Jun 2021
• CPUC issues Mid-term Reliability Procurement Order D.21-06-035 Oct 2021
• California Community Power (CC Power) issued a joint Request for Offer (RFO) for Firm Clean Resources (FCR)
Dec 2021
• RFO Offers due
Jan 2022
• Peninsula Clean Energy Board approved agreements for Tumbleweed to meet Long Duration Storage (LDS) requirement set forth in D.21-06-035 • CC Power Board approved Tumbleweed
Feb 2022
• CC Power shortlisted two geothermal developers from FCR RFO Peninsula Clean Energy
RFO Background and Timeline
May 26,
2022
• At the May board meeting, PCE Board approved a resolution delegating authority to CEO to vote on CC Power board items May 31,
2022
• CC Power approves Power Purchase Agreements with Ormat Nevada Inc. and Open Mountain Energy
Jun– Sept
2022
• Other CCAs Board Approvals
65 FCR Need – Mid-term
Reliability Procurement
Mandate
Peninsula Clean Energy
Mid-Term Reliability Decision (2023 – 2026)
• D.21-06-035 adopted by CPUC on June 24, 2021, to address mid-term reliability needs • LSEs required to collectively procure 11,500 MW of new resources • Allocated to LSEs by load share
• Resources must be zero-emission or RPS eligible (no fossil resources)
• 4,500 MW of obligation subject to specific category requirements (next slide)
67 Peninsula Clean Energy
Peninsula Clean Energy Allocation
68 Procurement Category 2023 2024 2025 2026 Total
Zero-emissions generation, generation paired with storage, or demand response resources2 - - 47 - 47
Firm zero-emitting resources3 - - - 19 19
Long-duration storage resources3, 4 - - - 19 19
Remaining New Capacity Required - - - - 132
Total Annual Net Qualifying Capacity (NQC) Requirements 38 113 28 38 217
1. Obligation is in NQC MW (not nameplate) and subject to ELCC factor
2. Zero-emissions resources required to replace Diablo Canyon must be procured by 2025 but may occur in any of the years 2023-2025; therefore, the columns do not add to the total.
3. Firm zero-emitting resources – generating resources w/ at least 80% capacity factor with no use restrictions or weather dependencies
• Qualifying resources include geothermal, biomass, and biogas Procurement Obligation in NQC1 MW for Peninsula Clean Energy by Category and Year Peninsula Clean Energy
Effective Load Carrying Capacity Factors
69 • Requirements are based on Net Qualifying Capacity
• CPUC released an ELCC study in September 2021 to provide guidance on converting facility nameplate to Net Qualifying Capacity (“NQC)
• Geothermal resources have project specific characteristics that make them susceptible to temperature based de-rates during the summer net peak conditions o CPUC suggested using 5-10 pm forecasted output in September (peak reliability need hours) • We used the 8760 generation portfolios for the geothermal resources to calculate peak availability during 5-10 pm in September and estimate 82 – 87% NQC • Each MW of nameplate capacity = .82-.87 MW NQC
Peninsula Clean Energy NQC
Allocation
Nameplate Equivalent (rounded to
nearest whole MW)
19 MW 23 MW
RFO Results Summary
Peninsula Clean Energy
RFO Results and Shortlist
• CC Power received offers from 6 developers and 16 projects. Only 4 of the projects were located in California.
o Most geothermal capacity in California has been developed o For resources to meet FCR, they must be “new” resources • CC Power ran an analytics model and conducted interviews o Evaluation was based on:
o Conforming to FCR MTR requirements
o Lowest price / higher on the economic evaluation scale o Satisfying workforce and environment requirements
o Appropriate delivery term (20 years)
• CC Power shortlisted projects from two developers: 1 project from Open Mountain Energy LLC (OME) and a portfolio of projects from Ormat Nevada, Inc. (Ormat)
71 Contract Structure
Peninsula Clean Energy
Overall Structure
73 Geothermal
Project
Developer CC Power
Power Purchase Agreement
CC Power 8 CCAs
Project Participation Share Agreement
CCA Customers
Buyer Liability Pass Through
Agreement
(Each participating CCA executes with Developer’s Seller entity and CC Power) Buyer Liability Pass Through Agreements
Peninsula Clean Energy
Agreements with CC Power – Credit / Collateral
74 • Buyer’s Liability Pass Through Agreement (BLPTA)
• Executed by CCA, Developer and CC Power
• Each CCA guarantees payment performance of CC Power under PPA • No LCs or cash collateral required
• Project Participation Agreement
• 25% step-up cap – Each CCA commits to take up to 25% additional capacity if another CCA defaults
• 3 months payment obligation posting per CCA to CC Power Geothermal Projects
Peninsula Clean Energy
Open Mountain Energy Fish Lake Project
• Seller – Fish Lake Geothermal, LLC
• Developer – Open Mountain Energy,
LLC
• Technology – Incremental Geothermal
• Project size – 13 MW
• Product – Energy, PCC1, RA, Ancillary
Services
• Location – Esmeralda County, Nevada
• COD – June 1, 2024
• Price – Fixed $/MWh, no escalation
• Term – 20 years
• Scheduling Coordinator - Seller
Peninsula Clean Energy
Ormat Portfolio of
Projects
• Seller – Ormat
• Developer – Ormat
• Technology – Incremental Geothermal
• Project – portfolio of facilities in NV and CA with a min of 64 MW and a max of 125 MW
• Product – Energy, PCC1, RA, Ancillary Services
• Location – Various locations in Nevada and California • Expected COD – Varies with project, as early as 2024
• Price – Fixed $/MWh, no escalation
• Term – 20 years
• Scheduling Coordinator - Seller
Peninsula Clean Energy
Ormat Portfolio of Projects
Portfolio approach:
• Ormat to offer Facilities as they become available up to 125 MW • CC Power may accept or reject within 3 months if CC Power members have been unable to obtain IC, or we have the option of extending the COD day for day until we are able to obtain IC, until September 30, 2027 • Facilities that are accepted become part of the portfolio • If a Facility is rejected the min required offer amount is reduced by a commensurate volume Peninsula Clean Energy
Import Capability Issues
• Projects not in the CAISO need import capability (IC) into California to count as Resource Adequacy, a requirement for the FCR procurement mandate
• All projects, with the exception of one, will require IC • CC Power is not an LSE so each CCA must obtain IC on its own • For Open Mountain, we have two to three delivery point options, one of which has ample IC
• For Ormat, we have the option, but not the obligation to reject projects, should we not be able to secure IC at the delivery point for a specific project
79 Peninsula Clean Energy
Workforce
• The Nevada projects are required to either a) pay NV prevailing wages to workers or b) apply to the Renewable Tax Abatement program (RETA) which requires -
o 50% of workforce be NV residents, Pay workforce no less than 175% of statewide annual avg wages, and provide health insurance that satisfies RETA req.
• For Ormat, who may develop project(s) in Imperial Valley, CA will be required to provide either a) PLA or b) CA prevailing wages • If a PLA is not executed, both developers have agreed to comply with an audit to demonstrate proof that prevailing wages are paid through a certified payroll system
80 Peninsula Clean Energy
Environmental
• Evaluated geospatial footprint of each project and found no impact to any federal, state, local, or other conservation designations or planning efforts
• Projects are not located in areas identified as not suitable for renewable development by Renewable Energy Transmission Initiative (RETI)
• Sellers must meet obtain and maintain all permits required by the appropriate governing authority/authorities
• Developers will attest to not using forced labor in their supply chain 81 Peninsula Clean Energy
Summary of PCE Project Allocations
• PCE share of geothermal contracts/meeting FCR needs
82 Peninsula Clean Energy
Participating Member CCAs
CCA
OME
Nameplate
OME
Step-up
Ormat
Nameplate
Ormat
Step-up
Total
Nameplate
Total
Step-up
3CE
2.42 0.60 22.38 5.59 24.79 6.20
CPSF
1.89 0.47 17.38 4.34 19.26 4.82
PCE
2.31 0.58 21.38 5.34 23.69 5.92
RCEA
0.36 0.09 4.00 1.00 4.36 1.09
SJCE
2.26 0.57 24.50 6.13 26.76 6.69
SVCE
1.82 0.46 16.75 4.19 18.57 4.64
SCPA
1.52 0.38 14.00 3.50 15.52 3.88
VCE
0.42 0.10 4.63 1.16 5.04 1.26
TOTAL 13.00 3.25 125.00 31.25 138.00 34.50
Peninsula Clean Energy
Recommendation
Resolution Delegating Authority to the Chief Executive Officer to Execute Necessary Agreements with California Community Power and Participating Community Choice Aggregators for Renewable Resources from Ormat Nevada Inc. and Open Mountain Energy, LLC
1. Ormat Nevada Inc.
o Project Participation Share Agreement
o Buyer’s Liability Pass Through Agreement (BLPTA)
o Delivery term of 20 years starting on or about June 1, 2024 o Dollar authority not to exceed $405,000,000
2. Open Mountain Energy, LLC
o Project Participation Share Agreement
o Buyer’s Liability Pass Through Agreement (BLPTA)
o Delivery term of 20 years starting on or about April 1, 2024 o Dollar authority not to exceed $41,000,000
84 Update on Awareness/Perception,
Electrification Messaging
| 85
Market Research Findings
KJ Janowski
Director of Marketing and Community Relations
July 28, 2022
Peninsula Clean Energy
Key Performance Indicators
86 Marketing & Community Relations – Metrics at FY End
2020 Baseline FY21 FY22 2025 Target
Participation Rate1 97% 97% 97% 97%
PCE Aided Awareness 34% 31%2 60%
PCE Favorability3 63% 61%2 80%
Residential & SMB Engagement Med/Low Med/Low Med/Low High
1. Shared responsibility with Account Services team
2. Given sample size in 2021, this is statistically equivalent to the 2020 baseline
3. Of those who are aware of Peninsula Clean Energy
Peninsula Clean Energy
Methodology
• Random sample of all households in San Mateo County and Los Banos • Invitation (English and Spanish) sent by postal mail
o San Mateo County Office of Sustainability letterhead
o City of Los Banos letterhead
• Participation incentives –2 winners of $500 and 20 winners of $100 • Online self-administered survey in English and Spanish • Completed in May 2022
• Eligibility: adult resident not an employee or board member of energy company
• Sample size: San Mateo County 1326; Los Banos 938
87 Peninsula Clean Energy
Persuasion MonitorTM
88 Aware Familiar Favorable Would Consider Now Use
Example
Persuasion Monitor is a trademark of Hiner & Partners, Inc.
Peninsula Clean Energy
Persuasion Monitor™ Trend in San Mateo County
Unaided
Aided
11% 13% 14%
34% 31%
41%
25% 22%
30%
22% 19% 22%
28% 25%
31%
19% 17%
23%
2020 2021 2022 2020 2021 202 2020 2021 2022 2020 2021 2022 2020 2021 2022 Aware Familiar Favorable Would Consider Now Use
Q1 – Q6 Persuasion Monitor
Base: Total Sample (n=2,261 / 509 / 1,326)
Arrows indicate a significant difference among data from the prior year at the 95% confidence level
89 Peninsula Clean Energy
14%
6%
41%
14%
30%
8%
22%
4%
31%
7%
23%
5%
2022
San Mateo
2022
Los Banos
2022
San Mateo
2022
Los Banos
2022
San Mateo
2022
Los Banos
2022
San Mateo
2022
Los Banos
2022
San Mateo
2022
Los Banos
Persuasion Monitor™ San Mateo County vs. Los Banos
Unaided
Aided
Aware Familiar Favorable Would Consider Now Use
Q1 – Q6 Persuasion Monitor
Base: Total Sample (n=1,326 / 938) Arrows indicate a significant difference between San Mateo and Los Banos at the 95% confidence level
90 Peninsula Clean Energy
Is working to improve the environment
Provides cleaner energy than
other electricity providers
Offers programs that benefit the
environment (help you to be "greener")
Is innovative
Is a not-for-profit public agency
Supports local jobs and the local economy
66%
62%
59%
39%
29%
27%
57%
52%
49%
33%
17%
23%
San Mateo
Los Banos
Brand Perception – San Mateo vs. Los Banos
Q9 - For each statement, please indicate if you think it is true or false about Peninsula Clean Energy.
Base: Aware of PCE (n = 535 / 121) 91
*This is not significant at 95%, but is at 90%
Arrows indicate a significant difference between San
Mateo and Los Banos at the 95% confidence level
Peninsula Clean Energy
Brand Perception – San Mateo vs. Los Banos
Charges lower rates than PG&E
Understands and responds to customer needs
Is financially strong
Is a company division/branch of PG&E
24%
18%
11%
7%
42%
16%
11%
11%
San Mateo
Los Banos
Q9 - For each statement, please indicate if you think it is true or false about Peninsula Clean Energy. Base: Aware of PCE (n = 535 / 121) 92 Arrows indicate a significant difference between San Mateo and Los Banos at the 95% confidence level
Peninsula Clean Energy
Key Performance Indicators
93 Marketing & Community Relations – Metrics at FY End
2020 Baseline FY21 FY22 2025 Target
Participation Rate1 97% 97% 97% 97%
PCE Aided Awareness 34% 31%2 39%4 60%
PCE Favorability3 63% 61%2 57%4 80%
Residential & SMB Engagement Med/Low Med/Low Med/Low High
1. Shared responsibility with Account Services team
2. Given sample size in 2021, this is statistically equivalent to the 2020 baseline
3. Of those who are aware of Peninsula Clean Energy
4. Statistically different from 2020 baseline
Peninsula Clean Energy
Resident Priorities – San Mateo vs. Los Banos
Lower electric rates
Cleaner energy sources
Offers programs that benefit the environment
(or to help you be “greener”)
Invests in renewable energy generation
Offers solar + storage solutions to provide
electricity during power shutoffs
Local jobs and economic activity
Offers programs that promote
electric vehicles or EVs
Offers programs that promote converting household
appliances from natural gas to electric
Q7a - If a provider of electricity to your home could offer all the advantages listed below, which three would be most important to you?
Base: Total Sample (n =1,326 / 938)
Ranked
94 2022 San Mateo 2022 Los Banos
11%
16%
16%
15%
16%
6%
11%
4%
13%
20%
11%
17%
18%
6%
10%
49%
15%
8%
10%
10%
2%
73%
51%
35%
42%
44%
14%
24%
10% 3rd 2nd 1st
10%
16%
15%
11%
15%
12%
6%
7%
17%
17%
11%
8%
20%
14%
4%
5%
60%
9%
9%
10%
6%
87%
42%
35%
21%
45%
33%
11%
15%
Arrows indicate a significant difference between San
Mateo and Los Banos at the 95% confidence level
Peninsula Clean Energy
QEA6 - Based on current trends, how much impact will climate change have on the everyday lifestyle of the next generation of San Mateo County residents?
Base: Total Sample (n=1,326 / 938)
Climate Change Impact
95 Arrows indicate a significant difference between San Mateo and Los Banos at the 95% confidence level
2022 San Mateo 2022 Los Banos
An extreme impact
A substantial impact
A moderate impact
A minor impact
None
25%
39%
24%
9%
2%
21%
30%
28%
12%
9%
Peninsula Clean Energy
QEA7 - Below are a few opinions we have heard from San Mateo County residents. Please tell us how much you agree or disagree with each.
Statement Agreement
(% 8-10, Mean) 2022 San Mateo 2022 Los Banos
The actions I take in my home can have a
meaningful impact on climate change
I am willing to pay up to 10% more to
purchase products that mitigate climate
I am willing to replace my vehicle and/or
appliances before the end of their useful life to
help mitigate my impacts on climate change
I am not willing to pay anything more to
purchase products that mitigate climate
change
Base: Total Sample (n=1,326 / 938)
Climate Change Attitudes
48%
34%
37%
14%
42%
21%
14%
24%
96 Arrows indicate a significant difference between San Mateo and Los Banos at the 95% confidence level
Electrification Messaging
| 97
Peninsula Clean Energy
Appliance selection factors (examples)
98 CLIMATE FRIENDLY
• Help me act to protect the environment for future
generations
• Have no emissions that contribute to climate
change
ALL ELECTRIC/NO METHANE
• Do not use natural gas (also known as methane
gas) to operate
• Preserve or move my home toward being an all-electric home
HEALTH/SAFETY
• Are safer/ no risk of explosions or leaks
• Do not risk the release of unsafe emissions
into my home
• Are healthier / protects my home’s indoor
air quality
PRIDE/UNIQUE
• I would enjoy showing to my guests
• I might be among the first to own/is a bit
unique
COSTS LESS
• Cost less to run for a typical year
• Use a lower cost power source
PROTECT AND ADD VALUE
• Protect the value of my home
• Add to the value of my home in the long run
POWER RELIABLE
• Can continue to operate during a power outage
Peninsula Clean Energy
Appliance selection factors – importance
• Depicts importance
ratings across total
sample
• Different segments have
distinctive patterns of
importance ratings
99 35%
37%
36%
25%
9%
31%
21%
45%
36%
Leverages My Solar
Power Reliable
Protect & Add Value
Modern Tech
Pride/Unique
Costs Less
All Electric/No Methane
Health/Safety
Climate Friendly
Appliance Selection Factors – Total Sample
Average Importance of Items within Factor (%9-10)
Peninsula Clean Energy
Segments
100
Disinterested,
19%
Home Value
Protectors, 28%
Unempowered
Pragmatists,
13% Light Greens, 16%
Deep Greens,
10%
Solar Leveragers,
10%
Proud & Cautious on
a Budget, 3%
For broad-based messaging, we
grouped target segments (*)
based on:
• Sufficient commonality of
perceived benefits
• Persuadable segments
• Combined size (57% of
market)
*
* *
Share of the Market
Peninsula Clean Energy
Appliance selection factors ratings, target segments
101
Home Value
Protectors
Unempowered
Pragmatists
Light
Greens
Deep
Greens
Share of Market 28% 13% 16% 10%
Appliance selection factors --------% rating top 2 on scale of 1-10-------- Health/Safety Are safer/ no risk of explosions or leaks 75% 69% 72% 72% Do not risk the release of unsafe emissions into my home 71% 62% 70% 82% Are healthier / protects my home’s indoor air quality 67% 50% 67% 84% Cost Cost less to run for a typical year 63% 46% 56% 36% Protect the value of my home 60% 39% 48% 37%
Use a lower cost power source 59% 47% 51% 35%
Protect / Add Value Add to the value of my home in the long run 56% 28% 36% 31% Climate Help me act to protect the environment for future generations 51% 11% 53% 94%
Have no emissions that contribute to climate change 51% 11% 46% 90% Q8. If you were in the market for a new appliance for your home, such as those mentioned previously, how important would the following factors be to you? Peninsula Clean Energy
Environmental attitudes of target segments
102
Total (n=1,081)
Home Value
Protectors
(n=329)
Unempowered
Pragmatists
(n=133)
Light Greens
(n=162)
Deep Greens
(n=105)
An extreme impact 22% 10% 28% 43%
A substantial impact 53% 34% 46% 44%
A moderate impact 19% 32% 18% 11%
A minor impact 6% 17% 7% 2%
None 8%
21%
47%
21%
8%
3%
Q11 - Based on current trends, how much impact will climate change have on the everyday lifestyle of the next generation of San Mateo County residents?
Peninsula Clean Energy
Environmental attitudes of target segments
103
Home Value
Protectors
Unempowered
Pragmatists
Light
Greens Deep Greens
(n=329) (n=133) (n=162) (n=105)
Agree with…
The actions I take in my home can have a meaningful impact on climate change 60% 24% 56% 75%
I am willing to pay up to 10% more to purchase products that mitigate climate 44% 15% 51% 84%
I am willing to replace my vehicle and/or appliances before the end of their useful life to help mitigate my impacts on climate change 42% 10% 32% 67% I am not willing to pay anything more to purchase products that mitigate climate change 11% 41% 10% 6%
Peninsula Clean Energy
Demographics of target segments
Highlight indicates
notable difference vs.
other segments
104
Home Value
Protectors
Unempowered
Pragmatists
Light
Greens Deep Greens
Rent 30% 20% 25% 15%
Own 70% 80% 75% 85%
Age (45.8) (46.0) (47.9) (54.1)
44 or less 32% 39% 25% 21%
45-64 38% 30% 40% 34%
65+ 27% 28% 33% 42%
Income
$75k or less 14% 12% 16% 10%
$75k to $150k 32% 22% 21% 18%
$150k+ 37% 35% 42% 57%
Ethnicity
White 42% 44% 54% 74%
Asian/Pac Islander 36% 26% 20% 8%
Prefer not to say 8% 18% 12% 4%
Peninsula Clean Energy
Message development
• Health and safety benefit must be emphasized
• Cost issue must be addressed but a claim of cost savings (existing buildings) is not as straightforward as it is with EVs. Instead:
o Messaging can address “efficiency”
o Case studies and appliance-specific examples
• Climate friendly messaging resonates for our target segments, except for the Unempowered Pragmatists
o BUT even that segment may be persuaded to consider climate when making appliance decisions – a “free with purchase” attribute
105
Peninsula Clean Energy
Challenges for message development
• General energy literacy is
likely quite low
• Low awareness of effects
of methane gas
• Need to increase favorable
perception and
consideration of electric
appliances
• Perception of gas vs.
electricity cost does not
favor electricity
106
36%
23%
32%
9%
gas appliances cost less to operate
electric appliances cost less to operate
not sure
both are about the same
Cost to operate gas vs. electric appliance*
* Based on 2020 Awareness/Perception Monitoring study (N=2261) Peninsula Clean Energy
Next Steps
• General campaign plan (under review)
• Testing three themes
• General campaign start mid August
• Start fast, flexible and low cost
• Collaborate with partners (SMC OOS, BayREN, outreach partners, building department pilot)
• Expanded campaign
107
Peninsula Clean Energy
Supporting creative examples
• Clear the air. Go electric.
• A healthy climate starts at home.
• Healthy homes run electric.
108
Board Members’ Reports (Discussion)
July 28, 2022
Adjournment
Peninsula Clean Energy