Agenda packet — WestLight Energy Executive Committee, November 10, 2025

2075 Woodside Road | Redwood City, CA 94061
(650) 260-0005 | peninsulacleanenergy.com
Regular Meeting of the Executive Committee of the
Peninsula Clean Energy Authority (PCEA)
AGENDA
Monday, November 10, 2025
10:00 am
PLEASE NOTE: This meeting will be held in a hybrid format with both in-person and Zoom participation options for members of the public;
Board members shall appear in person.

In-Person Meeting Location:

PCEA Lobby, 2075 Woodside Road, Redwood City, CA 94061
611 Gateway Blvd, Suite 1000, South San Francisco, CA 94080 Zoom, Virtual Meeting Link: https://pencleanenergy.zoom.us/j/83252507093 Meeting ID: 832-5250-7093 Passcode: 2075 Phone: +1 (669) 444-9171 Introduction
This meeting of the Peninsula Clean Energy Executive Committee will be held at the Peninsula Clean Energy Lobby: 2075 Woodside Road, Redwood City, CA 94061 and by teleconference pursuant to California Assembly Bill 2449 and the Ralph M. Brown Act, CA Gov’t Code. Section 54950, et seq.

Members of the Committee are expected to attend the meeting in person and should reach out to our General Counsel for Peninsula Clean Energy, Jennifer Stalzer, with questions or accommodation information ([email protected]). For information regarding how to participate in the meeting remotely, please refer to the instructions at the end of the agenda. In addition, a video broadcast of the meeting can be viewed at https://www.peninsulacleanenergy.com/meetings-events following the meeting.

Public Participation
The PCEA Executive Committee meeting may be accessed through Zoom online at https://pencleanenergy.zoom.us/j/83252507093. The meeting ID is: 832 5250 7093 and the passcode is:
2075. The meeting may also be accessed via telephone by dialing +1(669) 444-9171. Enter the webinar ID: 832 5250 7093, then press #. (Find your local number:
https://pencleanenergy.zoom.us/u/kTlH1Ocod). Peninsula Clean Energy uses best efforts to ensure audio and visual clarity and connectivity. However, it cannot guarantee the connection quality.

Members of the public can also attend this meeting physically at the Peninsula Clean Energy Lobby at 2075 Woodside Road, Redwood City, CA 94061.

Written public comments may be emailed to PCEA Board Clerk, Nelly Wogberg ([email protected]) and such written comments should indicate the specific agenda item on which the member of the public is commenting.

Spoken public comments will be accepted during the meeting in the Board Room(s) or remotely through Zoom at the option of the speaker. Please use the “Raise Your Hand” function in the Zoom platform, or press *6 if you phoned into the meeting, to indicate that you would like to provide comment.

Please note that Peninsula Clean Energy Executive Committee meetings are a limited public forum, and 1 1. Approval of the 2026 Executive Committee Meeting Schedule

2. Approval of Minutes from the September 8, 2025, and October 14, 2025 Executive Committee Meetings

3. Chair Report (Discussion)

4. CEO Report (Discussion)

5. Recommend to the Board of Directors to Sunset the Community Advisory Committee (CAC) and Support Recommendation to Establish a Community Feedback Forum (Action)

6. Recommendation to the Board of Directors to Approve Proposed Revisions to the Solar Billing Plan Charges Effective January 1, 2026 (Action)

7. Committee Members' Reports (Discussion)
all public comment must relate to something that is within the subject matter jurisdiction of the Committee. If comments do not relate to the subject matter jurisdiction of the Committee, we will stop the comment and move on to the next speaker. General Counsel will assist in identifying comments that are not related to the subject matter jurisdiction of the Committee.

ADA Requests
Individuals who require special assistance or a disability related modification or accommodation to participate in this meeting, or who have a disability and wish to request an alternative format for the meeting, should contact Nelly Wogberg, Board Clerk, by 10:00 a.m. on the day before the meeting at ([email protected]). Notification in advance of the meeting will enable PCEA to make reasonable arrangements to ensure accessibility to this meeting, the materials related to it, and your ability to comment.

Closed Captioning is available for all PCEA Board meetings. While watching the video broadcast in Zoom, please enable captioning.

CALL TO ORDER / ROLL CALL / APPROVE TELECONFERENCE PARTICIPATION UNDER AB 2449
This item is reserved to approve teleconference participation request for this meeting by Director pursuant to Brown Act revisions of AB 2449 due to an emergency circumstance to be briefly described.

PUBLIC COMMENT
This item is reserved for persons wishing to address the Committee on any PCEA-related matters that are not otherwise on this meeting agenda. Public comments on matters listed on the agenda shall be heard at the time the matter is called. Members of the public who wish to address the Committee are customarily limited to two minutes per speaker. The Committee Chair may increase or decrease the time allotted to each speaker.

ACTION TO SET AGENDA AND TO APPROVE CONSENT AGENDA ITEMS

REGULAR AGENDA

ADJOURNMENT
Public records that relate to any item on the open session agenda are available for public inspection. The records are available at the Peninsula Clean Energy offices or on PCEA Website at:
https://www.peninsulacleanenergy.com.
2 JOINING INSTRUCTIONS
3 Instructions for Joining a Zoom Meeting via Computer or Phone Best Practices:

Please mute your microphone when you are not speaking to minimize audio feedback If possible, utilize headphones or ear buds to minimize audio feedback If participating via videoconference, audio quality is often better if you use the dial-in option (option 2 below) rather than your computer audio
Options for Joining
Videoconference with Computer Audio - see Option 1 below Videoconference with Phone Call Audio - see Option 2 below Calling in via Telephone/Landline - see Option 3 below
Videoconference Options:

Prior to the meeting, we recommend that you install the Zoom Meetings application on your computer by clicking here https://zoom.us/download.

If you want full capabilities for videoconferencing (audio, video, screensharing) you must download the Zoom application.

Option 1 Videoconference with Computer Audio:

From your computer, click on the following link that is also included in the meeting calendar invitation: https://pencleanenergy.zoom.us/j/83252507093 The Zoom application will open on its own or you will be instructed to open Zoom.

After the application opens, the pop-up screen below will appear asking you to choose ONE of the audio conference options. Click on the Computer Audio option at the top of the pop-up screen.

Click the blue, "Join with Computer Audio" button.

In order to enable video, click on "Start Video" in the bottom left-hand corner of the screen. This menu bar is also where you can mute/unmute your audio.

Option 2 Videoconference with Phone Call Audio
From your computer, click on the following link that is also included in the meeting calendar invitation: https://pencleanenergy.zoom.us/j/83252507093 The Zoom Application will open on its own or you will be instructed to Open Zoom. 4 After the application opens, the pop-up screen below will appear asking you to choose ONE of the audio conference options. Click on the Phone Call option at the top of the pop-up screen.

Please dial +1 (669) 444-9171.

You will be instructed to enter the meeting ID: 832-5250-7093 followed by #.

You will be instructed to enter in your participant ID. Your participant ID is unique to you and is what connects your phone number to your Zoom account.

After a few seconds, your phone audio should be connected to the Zoom application on your computer.

In order to enable video, click on "Start Video" in the bottom left-hand corner of the screen. This menu bar is also where you can mute/unmute your audio.

Audio Only Options:

Please note that if you call in/use the audio only option, you will not be able to see the speakers or any presentation materials in real time.

Option 3: Calling in via Telephone/Landline:

Please dial +1 (669) 444-9171.

You will be instructed to enter the meeting ID: 832-5250-7093 followed by #.

You will be instructed to enter your Participant ID followed by #. If you do not have a participant ID or do not know it, you can press # to stay on the line.

You will be instructed to enter the meeting passcode 2075 followed by #. 5 DATE: November 7, 2025
MEETING DATE: November 10, 2025
VOTE REQUIRED: Majority Vote
TO: Honorable Peninsula Clean Energy Authority Executive Committee FROM: Nelly Wogberg, Clerk of the Board
SUBJECT: Approval of the 2026 Executive Committee Meeting Schedule Item No. 1

PENINSULA CLEAN ENERGY AUTHORITY
JPA Board Correspondence

RECOMMENDATION
Approval of the 2026 Executive Committee Meeting Schedule

BACKGROUND
Approval of the 2026 Executive Committee Meeting Schedule ATTACHMENTS:
2026 Executive Committee Meeting Schedule.pdf
6 2026 Executive Committee Meeting Schedule
Location: Video/Teleconference/PCEA Lobby/Check Agenda
Meeting Date: Time: Location:

January 12, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda February 9, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda March 9, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda April 13, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda May 11, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda June 8, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda July 13, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda August 10, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda September 14, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda October 13, 2026 (Tuesday) 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda November 9, 2026 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda December 7, 2026 (1st Monday) 10:00 am Video/Teleconference/PCEA Lobby/Check Agenda 7 DATE: November 7, 2025
MEETING DATE: November 10, 2025
VOTE REQUIRED: Majority Vote
TO: Honorable Peninsula Clean Energy Authority Executive Committee FROM: Nelly Wogberg, Board Clerk
SUBJECT: Approval of Minutes from the September 8, 2025, and October 14, 2025 Executive Committee Meetings
Item No. 2

PENINSULA CLEAN ENERGY AUTHORITY
JPA Board Correspondence

RECOMMENDATION
Approval of Minutes from the September 8, 2025, and October 14, 2025 Executive Committee Meetings.

BACKGROUND
Approval of Minutes from the September 8, 2025, and October 14, 2025 Executive Committee Meetings.

ATTACHMENTS:
09-08-2025 EC Draft Minutes.pdf
10-14-2024 EC Draft Minutes.pdf
8 Regular Meeting of the Executive Committee of the
Peninsula Clean Energy Authority (PCEA)
Minutes
Monday, September 8, 2025
10:00 a.m.

Zoom Video Conference and Teleconference

CALL TO ORDER
Meeting was called to order at 10:02 a.m. in virtual teleconference and in the Peninsula Clean Energy Authority lobby and at 611 Gateway Blvd, Suite 1000, South San Francisco, CA 94080.

ROLL CALL
Participating:

Rick DeGolia, Atherton,
Coleen Mackin, Brisbane
Donna Colson, Burlingame, Chair
Leslie Ragsdale, Hillsborough
Betsy Nash, Menlo Park
Anders Fung, Millbrae, arrived at 10:10 a.m.

Marty Medina, San Bruno, Vice Chair
Adam Loraine, San Mateo

Absent:

Lisa Gauthier, San Mateo County
A quorum was established.

PUBLIC COMMENT
None.

ACTION TO SET AGENDA AND TO APPROVE CONSENT AGENDA
ITEMS
Public Comment: None
MOTION: Vice Chair Medina moved, seconded by Director Nash to set the Agenda and approve Agenda Item Number 1.

1. Approval of the Minutes for the July 14, 2025 Executive Committee Meeting.

MOTION PASSED: 7-0 (Absent: San Mateo County, Millbrae)

JURISDICTION BOARD MEMBER YES NO ABSTAIN ABSENT
San Mateo County Director Gauthier X
Atherton Director DeGolia X
9 Brisbane Director Mackin X
Burlingame Director Colson X
Hillsborough Director Ragsdale X
Menlo Park Director Nash X
Millbrae Director Fung X
San Bruno Director Medina X
San Mateo Director Loraine X
Totals 7 2

REGULAR AGENDA

2. Chair Report
Chair Colson shared that our Community Advisory Committee Chair, Jason Mendelson, was featured in Punch Magazine.

3. CEO Report
Shawn Marshall, Chief Executive Officer, provided a report that covered the following topics: internship wrap-up, staff retreat, an update on the facilities search, updates from the Audit and Finance Committee meeting, and Marc Hershman, Director of Government Affairs, provided a legislative update.

4. Recommend to the Board of Directors Approval of Proposed Changes to the ECO100 Rate (Action)
Justin Kudo, Associate Director, Strategic Analysis and Rates, gave a presentation on proposed changes to the ECO100 rate.

Public Comment: None
MOTION: Director Mackin moved, seconded by Director Nash to recommend to the Board of Directors approval of the proposed change to ECO100 rates, reducing the premium from 1.5 cents per kilowatt-hour (kWh) to 1 cent per kWh.

MOTION PASSED: 8-0 (Absent: San Mateo County)

JURISDICTION BOARD MEMBER YES NO ABSTAIN ABSENT
San Mateo County Director Gauthier X
Atherton Director DeGolia X
Brisbane Director Mackin X
Burlingame Director Colson X
Hillsborough Director Ragsdale X
Menlo Park Director Nash X
Millbrae Director Fung X
San Bruno Director Medina X
San Mateo Director Loraine X
Totals 8 1
10 5. Recommend to the Board of Directors Approval of the Amendments to the Zero-Carbon Intensity Low Carbon Fuel Standard Tariff (Action) Justin Kudo, Associate Director, Strategic Analysis and Rates, gave a presentation on proposed amendments to the Zero-Carbon Intensity Low Carbon Fuel Standard. https://youtu.be/LV_qFhiWnrs?t=1664
Public Comment: None
MOTION: Director DeGolia moved, seconded by Director Ragsdale to recommend approval to the Board of Directors the revised Zero-Carbon Intensity Low Carbon Fuel Standard Tariff (Tariff), as set forth in Exhibit A.

MOTION PASSED: 8-0 (Absent: San Mateo County)

6. Recommend to the Board of Directors Approval of Amendments to the Records Retention Policy 20(d) (Action)
Jennifer Stalzer, General Counsel, gave a presentation on the proposed amendments to the Records Retention Policy 20(d).

Public Comment: None
MOTION: Director Fung moved, seconded by Director Mackin to recommend approval of Amendments to the Records Retention Policy 20(d) to the Board (Action).

MOTION PASSED: 8-0 (Absent: San Mateo County)

7. Discussion of the 2026-2030 Strategic Plan 5-Year Goals (Discussion) Shalini Swaroop, Chief Operating Officer, gave a presentation for discussion of the 5- Year Goals for the 2026-2030 Strategic Plan.

Public Comment: None

8. Committee Members’ Reports
None.

ADJOURNMENT
Meeting was adjourned at 12:08 p.m.
12 Regular Meeting of the Executive Committee of the
Peninsula Clean Energy Authority (PCEA)
Minutes
Tuesday, October 14, 2025
10:00 a.m.

Zoom Video Conference and Teleconference

CALL TO ORDER
Meeting was called to order at 10:15 a.m. in virtual teleconference and in the Peninsula Clean Energy Authority lobby.

ROLL CALL
Participating:

Rick DeGolia, Atherton,
Leslie Ragsdale, Hillsborough
Betsy Nash, Menlo Park
Marty Medina, San Bruno, Vice Chair

Absent:

Lisa Gauthier, San Mateo County
Coleen Mackin, Brisbane
Donna Colson, Burlingame, Chair
Anders Fung, Millbrae
Adam Loraine, San Mateo
A quorum was not established and no meeting or votes were held. 13 DATE: October 31, 2025
MEETING DATE: November 10, 2025
VOTE REQUIRED: Majority Vote
TO: Honorable Peninsula Clean Energy Authority Executive Committee FROM: Peninsula Clean Energy Authority Board Committee to Review Committee Efficacy
SUBJECT: Recommend to the Board of Directors to Sunset the Community Advisory Committee (CAC) and Support Recommendation to Establish a Community Feedback Forum (Action)
Item No. 5

PENINSULA CLEAN ENERGY AUTHORITY
JPA Board Correspondence

RECOMMENDATION
Sunset the current Community Advisory Committee at the end of 2025 and thank its members for their valuable service. Update and expand the Agency’s approach to community stakeholder engagement by supporting recommendation for a new Community Feedback Forum in Q1 2026.

BACKGROUND
In 2017, the Peninsula Clean Energy Board of Directors created a Community Advisory Committee (CAC) as a 15-member Brown Act body that initially included many of the local community advocates who worked to establish PCE. CAC members are appointed by the Board for up to three, three-year terms and fulfill objectives defined by the Board of Directors which include advising on public-facing programs and policy, as well as community outreach and advocacy.

Over the years, the CAC has proven to be a valuable resource, particularly in the realm of community outreach and input on public-facing programs, especially in PCE’s earlier years, when the Agency was newer, smaller, and its services were often unknown. CAC members have provided expertise and exhibited dedication in fulfilling their roles over the years. Their contributions have included input on program design, strategic planning, advocacy support for local REACH codes, input on the Agency’s DEAI initiative, engagement with schools, and other efforts. The Ad-Hoc Committee acknowledges their contributions of time, expertise, and service to date.

Approaching nearly a decade of PCE operations, in Spring 2025, the PCE Board of Directors formed a Board Ad-Hoc Committee to review standing committee efficacy and to recommend any changes with the next 10 years of Agency needs and operations in mind. The Ad-Hoc Committee met several times over the summer and early fall of 2025 and reviewed research, 14 other Community Choice Aggregation (CCA) practices, and options provided by staff, including successful community engagement and stakeholder feedback models used by other CCAs and public agencies.

This memo focuses on the recommended sunset of PCE’s CAC and the recommendation to establish a broader and more inclusive Community Feedback Forum (CFF).

Recommendations regarding PCE’s other current standing committees—the Executive Committee and Audit and Finance Committee—will be shared with the Executive Committee and Board of Directors next month.

DISCUSSION
Staff and Ad-Hoc Committee members discussed the current landscape of CCA community advisory boards and committees around the State. About half of the CCAs have active community committees, only some of which are Brown Act committees. The Ad-Hoc Committee also discussed which models would be most beneficial to PCE going forward, reflecting the Agency’s growth and expertise of professional staff, more mature operations, and a deepening focus on customer service and engagement across a broad spectrum of customers representing diverse needs, ideas, and viewpoints.

During its discussions, the Ad-Hoc Committee learned of MCE's model, which engages approximately 200 community-based organizations in its service territory in discussions on customer energy programs and policies. The Ad-Hoc Committee liked MCE’s approach and worked with PCE staff to craft a proposal that borrows from their model but tailors it to meet the local stakeholder needs and addresses PCE’s different and smaller service territory.

PCE regularly engages with approximately 15 community-based organizations (CBOs) through its outreach grantee program. There are an additional 40+ CBOs that PCE Board members and staff have communicated with in the past, but the Agency doesn’t have a mechanism to regularly engage with them. Even beyond that group of stakeholders, there is rich local expertise and opportunity for meaningful engagement with local nonprofit and community leaders who share similar goals of environmental stewardship, affordability, and equity with PCE.

To meet our ambitious agency goals in the coming years, PCE needs a “bigger tent,” a forum for regular engagement with our grassroots community leaders that makes the best use of their time and ours. The Board and staff must cultivate broad community support for local climate policy and the myriad of ways that PCE supports those climate goals. Thus, the Board Ad-Hoc Committee recommends that staff shift its time and focus from managing monthly CAC meetings to convening a Community Feedback Forum (CFF), a new structure for PCE to regularly engage a larger and more diverse group of grassroots community leaders. Please see attached for more detail on the proposed CFF.

A key benefit of the proposed CFF is that it will directly augment and support PCE’s new Voice of the Customer initiative, which focuses on deep listening to key customer segments in order to serve them better and boost participation. Forum meetings will be designed to both educate participants about PCE programs and activities and gather meaningful feedback at early stages of planning and design, when that feedback can be best incorporated. The new CFF format will also allow for multi-lingual presentations, more public participation, and creative discussion facilitation.
15 In addition, the CFF model invites broad participation such that PCE will not need to turn away interested stakeholder participants due to a cap on membership. In the previous two cycles of open recruitment for the CAC, PCE had to turn away over 25 qualified and enthusiastic applicants due to its size limit. This rejection does not result in a good experience for those volunteers who are also PCE customers. We anticipate no such limitations on CFF participation; in fact, the goal is the opposite.

In its research, the Ad-Hoc Committee also evaluated the staff time required to implement various models for community engagement compared to the time it spends administering the CAC. Facilitation of the CAC requires an estimated 340 hours of staff time annually. Staff estimates that the CFF will require 100-150 hours annually for quarterly meetings, with the option to expand to six meetings per year as needed. To make the best use of staff time and foster a sense of community ownership, the Ad-Hoc committee recommends partnering with interested CAC members and community outreach grantees to plan and coordinate various CFF meetings in the future. In addition, the Ad-Hoc Committee recommends that staff continue to engage with CAC members and other community stakeholders in various working groups, as needed.

The CAC discussed the proposed CFF at its October 9, 2025 Regular Meeting and made the following recommendation: “The CAC approves the recommendation for a Community Feedback Forum with the amendment that the CAC continue in a way that the aggregated effect is to not increase staff effort and time.”
The Ad-Hoc Committee received the CAC’s feedback and considered various options to “do both” prior to concluding that moving away from the CAC meetings and toward a larger, and more inclusive CFF model was the most effective use of staff time and has the greatest potential benefit to PCE as it moves into its next 10 years. The Ad-Hoc Committee is also recommending that staff provide post-CFF meeting reports to keep Board members appraised of discussion topics and key learnings.

Members of the Board Ad-Hoc Committee on Committees as well as relevant staff will be present at the Executive Committee meeting to answer any questions about this recommendation.

ATTACHMENTS:

PCE Community Feedback Forum Proposal
16 1
Proposal for the PCE Community Feedback Forum (CFF)
Alternative name: Community Engagement Forum
A proposal to sunset the current Community Advisory Committee and evolve our approach to community engagement by launching a new Community Feedback Forum, adapted from MCE’s Community Power Coalition model.

Proposed Purpose/Scope
 Build knowledge of and support for PCE’s climate goals and actions among a much wider group of local community leaders
 Invite ideas and feedback on PCE’s customer-facing activities from a more diverse group of stakeholders in PCE’s service territory
 Provide community-friendly, flexible, and accessible forums for community listening beyond what is permissible under the rules of the Brown Act Benefits of the Community Engagement Forum
To meet our ambitious Agency goals, PCE needs to expand awareness of, solicit feedback on, and build broad community support for its local climate and energy related policies and actions. The Community Feedback Forum creates a new structure for PCE to regularly and more deeply engage a larger and more diverse group of grassroots community leaders than is currently practical through our Community Advisory Committee (CAC), a legally restricted Brown Act body.

The proposed Community Feedback Forum augments and supports PCE’s new Voice of Customer initiative, focusing on deep listening to key customer segments in order to serve them better. Forum meetings will be designed to both inform participants about PCE programs and activities and to also gather meaningful feedback at early stages of our planning, when that feedback can be best incorporated and acted upon.

Currently, PCE has deep collaboration with up to 15 members of our Community Advisory Committee, representing themselves as individuals at monthly Brown Act meetings. PCE also engages approximately 15 local community-based organizations (CBOs) through our annual outreach grant program. That’s a great start, but there are many more community groups and grassroots leaders we could be engaging to broaden our base of awareness, feedback, and support. There are an additional 40+ CBOs that PCE staff have communicated with in the past, but limited staff resources have prevented engagement on a more consistent basis.

Meanwhile, there are over 600 nonprofits registered in San Mateo County alone, and 200 that are active members of the Thrive Alliance. As it rounds the corner on a decade of service, PCE 17 2
needs a broader forum for regular engagement with our grassroots community leaders that makes best use of both PCE’s staff time and theirs.

The Brown Act is important for legislative bodies, but places artificial limitations on genuine and respectful community dialogue. The legal rules of Brown Act meetings make speaking up intimidating for many community members. This is especially a concern for English-language learners and under-represented groups who have less experience engaging with local government. Public comment under the Brown Act limits two-way dialogue with members of the public, as it is discouraged to respond or follow up on their comments within strict limitations. Yet, it is exactly these groups that are less likely to participate in our Brown Act CAC meetings that we need to reach in order to grow our community impact in reducing greenhouse gases.

Organizing the Community Feedback Forum as a non-Brown Act body provides flexibility in customer participation and listening. This includes dialoging with participants in a meaningful way. We can have small group breakout conversations, including in multiple languages, that are prohibited under the Brown Act. We can experiment with holding meetings at different times, days and places to meet the community where they are, and with different formats and best practices for effective community engagement.

Finally, running the Community Feedback Forum is estimated to take considerably less staff time than administering the CAC, while potentially reaching far more community members and stakeholders. This frees up additional time for PCE’s new Voice of the Customer initiative and expanded community outreach efforts. Staff would leverage existing CAC and community grant relationships to help with Forum planning and recruitment, further optimizing staff time and local impact.

Current CAC members will be invited to help shape the Community Feedback Forum, and of course to participate in the meetings themselves. They will also be invited to continue engaging in informal working groups so the Agency does not lose their expertise.

Proposed Forum Composition and Operations
 The PCE Community Feedback Forum will consist of a voluntary group of interested individuals and community organizations and that are either 1) based in PCE’s service territory or 2) organizations that have significant members, clients, or community activities in PCE’s service territory.
 Any individual or organization that meets these criteria may sign up to be notified of meetings. PCE may also do additional outreach to invite individuals and organizations with specific expertise in the topic to be discussed.
 PCE may also invite additional PCE customers to specific meetings to weigh in on a topic in which they have experience. For example, for a forum focused on gathering 18 3
feedback on customer needs for launching a new residential solar offering, we may invite customers who have recently installed rooftop solar to speak to their experiences.  The Community Feedback Forum will be coordinated and led by designated PCE staff.

PCE staff commit to developing agendas based on current organizational needs for community feedback, facilitating the meetings, synthesizing the feedback, and reporting it to relevant PCE staff leadership and the Board of Directors.  Meeting frequency will be 4-6 times per year, but not less than quarterly.  Staff may experiment with different times, formats, and locations for these meetings in order to make them most effective and accessible by those with the greatest interest and expertise in the given topics.

Forum Staffing
The new Community Feedback Forum will be coordinated by Kirsten Andrews Schwind and Vanessa Shin. Other PCE staff and Board members would be invited to participate on a topical/as needed basis.

Proposed Timeline
 September 2025: Board Ad Hoc Committee works with staff to evaluate options and develop CFF proposal.
 October 2025: Draft proposal brought to the current CAC for discussion and feedback  November 2025: Ad Hoc Committee updates proposal if needed and makes recommendation(s) to the Board.
 December 2025: If approved, final CAC meeting focused on celebrating and appreciating CAC members and their contributions.
 Q1 2026: Launch Community Feedback Forum and facilitate first meeting. 19 DATE: October 31, 2025
MEETING DATE: November 10, 2025
VOTE REQUIRED: Majority Vote
TO: Honorable Peninsula Clean Energy Authority Executive Committee FROM: Justin Kudo, Associate Director, Rates and Strategic Analysis SUBJECT: Recommendation to the Board of Directors to Approve Proposed Revisions to the Solar Billing Plan Charges Effective January 1, 2026 (Action) Item No. 6

PENINSULA CLEAN ENERGY AUTHORITY
JPA Board Correspondence

RECOMMENDATION
Recommend to PCE's Board of Directors (Board) the proposed revisions to PCE’s Solar Billing Plan tariff, effective January 1, 2026.

BACKGROUND
On December 15, 2022, the California Public Utilities Commission (CPUC) approved implementation of the Net Energy Metering (NEM) successor program, commonly known as the Solar Billing Plan (SBP). Customers with self-generating renewable energy systems (typically solar) ineligible for NEM, generally customers who have had NEM for over 20 years or installations submitted for interconnection after April 14, 2023, are enrolled in SBP to determine how their credits are earned and applied to their bills. PG&E first began moving residential customers to SBP in 2024 and is expected to move non-residential customers to SBP in spring 2026.

SBP measures customer imports from the grid and exports to the grid on an hourly basis and applies different prices for each, unlike NEM where such imports and exports are netted out at the same rate. Under SBP:

Imports: Electric consumption (imports) is charged at the time-of-use rate.

Exports: Excess self-generated electricity sent to the grid (exports) is credited at an hourly Energy Export Credit (EEC) rate, determined by the wholesale value of electricity during that hour, which is generally less than the time-of-use rate.

Net Billing: Export credits are netted against charges due each month, with any remaining credit balance carried forward into the next month in a credit account.

Net Surplus Compensation: At the end of each annual period, or upon account closure, customers with a credit balance are eligible for Net Surplus Compensation (NSC), currently $0.03/kWh.

Export Credit Reversal: To avoid crediting a customer twice for the same exports, for each kWh eligible for NSC, customers are charged to retroactively remove the initial 20 export credits, at a rate of approximately $0.08/kWh.

On October 26, 2023, PCE’s Board approved the creation of PCE’s SBP tariff which outlines the rules and methodology for compensating PCE customers for their excess renewable electricity exports. This tariff was developed in advance of PG&E’s program being finalized to ensure PCE could provide credits to SBP customers on day one. As a result, PCE’s program does not yet contain an Export Credit Reversal provision.

DISCUSSION
PCE’s current SBP tariff has several challenges that staff seeks to address with the recommended tariff changes:

1. Revolving Credit Balances: Customers that accrue large credit balances are likely to continue the same behavior in future years, and unable to apply the full credit without adding load.

2. Additive Credits for Same Export: NSC payments are in addition to the original export credit payment already granted by PCE.

3. Payments That Don’t Match Credits: Customers currently accumulate large credit balances, but receive much smaller NSC payments.

The proposed revisions to PCE’s SBP tariff would replace NSC rates and payments by making each customer’s accrued export credit balance cash-out eligible. Upon annual true-up, customers would simply be paid out the full export credit balance seen on their billing statements.

From the customer’s perspective, these changes would ensure exported electricity retains its initial value. Credit balances would be paid out each year instead of rolling over and perpetually growing. Payments to customers for surplus credits would match their on-bill credit balance, eliminating the complexity and lost value of revaluing energy at the typically lower NSC rate.

From PCE’s perspective, PCE would no longer be giving additive credits for the same electricity exported. PCE would no longer carry large customer credit balances forward into the following year, instead paying them out in full to customers each year.

Staff notes that PCE is the first CCA to consider this issue. The flaws of continuing to use NSC have not been considered by utilities or regulators, and most load-serving entities in California continue to use NSC to determine payments for solar exports. The proposed revisions would set a simple, accurate and market-driven approach to compensate customers for surplus generation.

Staff has also undertaken a significant rewrite of the SBP tariff, which has no substantive changes in how SBP operates but should make it significantly easier for readers to understand.

FISCAL IMPACT
These changes will have an minimal impact on PCE’s budget. Annual NSC payments would increase by approximately $27,000 based on existing enrollment levels but could increase as 21 more customers are enrolled in SBP over time.

ATTACHMENTS:

PCE Net Billing Tariff Eff. 1.1.2026 (Clean).docx
22 Solar Billing Plan (Net Billing Tariff)
Effective Date: 1/1/2026

PCE’s Solar Billing Plan (SBP) tariff provides the billing mechanism for crediting energy sent to the grid (“exported”) by customers with eligible renewable energy self-generation or storage and enrolled in PG&E’s Net Billing Tariff (NBT), sometimes described as PG&E’s Solar Billing Plan.

APPLICABILITY: Customers must be eligible for and enrolled in PG&E’s NBT program.

Customers do not need to separately apply for interconnection with PCE.

TERRITORY: The entire Peninsula Clean Energy service area.

RATES: PCE’s SBP tariff determines how customers are billed and credited for energy exports under PG&E’s NBT program. Customers continue to be served by their otherwise applicable rate schedule for other charges. Customers served under this tariff are still responsible for all billed usage charges according to their PCE rate schedule, including volumetric usage, demand charges, ECO100 fees, taxes, and all other charges owed to PCE.

Exported electricity will be credited at the customer’s applicable Energy Export Credit rate.

BILLING: Customers with SBP service will be billed as follows:

1. Import Charges – When a customer uses any metered electricity supplied by PCE, usage will be billed according to the generation rates on a customer’s otherwise applicable rate schedule plus any applicable service charges.

2. Export Credits – When a customer supplies metered electricity to PCE, energy will be credited on an hourly basis according to the customer’s applicable generation Energy Export Credit rate, found on PCE’s website.

3. Monthly Netting of Charges and Credits – SBP customers will receive a statement in their monthly PG&E bills indicating any accrued charges for their usage during the billing cycle. Each customer’s monthly bill will contain the sum of import charges and export credits. Excess credits may be carried forward as an “Export Credit Balance”.

4. Export Credit Balances – These credit balances will automatically be applied against future customer net monthly charges due.

5. Annual True-Up and Export Compensation - After each year’s April billing cycle, each customer’s Export Credit Balance will be applied as an equivalent payment to the customer’s PG&E account. Payments greater than $500 will instead be issued as a check to the mailing address associated with the account. 23 6. Return to PG&E Bundled Service: Peninsula Clean Energy customers with SBP service may opt out and return to PG&E bundled service at any time, subject to PCE and PG&E’s Terms and Conditions for return to bundled service. Upon opt-out, PCE will perform an annual true-up and payment of any export compensation due. 24

WestLight Energy Executive CommitteeNovember 10, 2025

WestLight Energy Executive Committee
November 10, 2025