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Presentation

WestLight Energy Executive Committee
March 9, 2026

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Presentation
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March 9, 2026
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WestLight Energy Executive Committee
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Peninsula Clean
Energy Executive
Committee
Meeting
March 9, 2026
This meeting will begin shortly. Thank you!
Agenda
• Call to Order / Roll Call
• Public Comment (for items not on the Agenda)
• Please note, send Zoom chats to Brianna Arroyo, Admin Asst. • Action to set the Agenda and Approve Consent item 1
• Consent – Public Comment
• Regular Agenda items
• Adjournment
Chair Report
CEO Report
CEO Report

1. Recent Activities -- Thank you!
- Q1 all staff; SMCCCD ribbon cutting; inaugural CFF meeting; Los Banos briefing; legislative, marketing and procurement working groups

2. 10 Year Anniversary - Honorary and Host Committees

3. CalCCA Conference– 9 board members registered thank you!

4. CAISO Tour – May 1 (only 1 BOD member so far)
EC Approval of Remote
Meetings Pursuant to
SB 707 and In-Person
Meeting Cadence for
2026 (Action)
Jennifer Stalzer, General Counsel
6 SB 707 Overview and Board Action
• Senate Bill 707 (Remote Meetings)
• SB 707 authorizes eligible local agencies to hold remote meetings under specified conditions.
• PCE Board Action
• On January 29, 2026, the Board approved the use of remote meetings pursuant to SB 707.
• This approval enables subsidiary committees to opt into remote meeting participation.
7 Executive Committee Next Steps
• The Executive Committee must vote to accept the ability to meet remotely under SB 707.
• Committee discussion on a self-selected cadence for in-person meetings.
8 FY 27 Budget
Discussion
Nick Bijur, Chief Financial Officer
Electricity Revenues and Expenses
10 $236
$427
$445 $438
$342
$369 $363 $365 $376
$20
$26
$37
$43 $45 $48 $50 $52
$55
$0
$20
$40
$60
$80
$100
$120
$0
$50
$100
$150
$200
$250
$300
$350
$400
$450
$500
FY22 FY23 FY24 FY25 FY26 Fcst FY27 Fcst FY28 Fcst FY29 Fcst FY30 Fcst Operating Expenses
Electricity Revenues
Electricty Revenues Rate Stabilization Fund Operating Expenses Forecasted revenues assumes 5% discount to PG&E; forecast expenses assumes 5% escalation • PCE is kicking off the budget process
this month and expects to seek
Board approval in June
• Targeting a discount to PG&E will
result in reduced revenues over
forecast period, which will be
supplemented with the Rate
Stabilization Fund and cash reserves
• Following several years of operating
expense growth, management will
seek to grow expenses in line with
inflation on average
• Limited staff growth
• Careful review of all contract
services
• Customer Programs evaluation
Update on New
Office Space
Nick Bijur, Chief Financial Officer
Nelly Wogberg, Office Manager
Submitted Floorplan
(subject to pricing and approvals)
Offices
Conference Rooms
Open Workspaces
“Public” Area
• Boardroom that fully meets
our needs
• 5 conference rooms (currently
have 2)
• 1 huddle room (new!)
• 1 wellness room (new!)
• 8 offices (currently have 7)
• All-gender restroom (new!)
• Potential for 1-2 “phone
booths” (new!)
Inspiration
Finish Materials
Ceiling Aspirations
• Ceiling Clouds to help with acoustics
• Board room & lobby
• Wind and water themes
Lobby Aspirations
• Entryway with branding
• Electrification displays – range, mini split, heat pump Desking options – “Touchdown” Desk
Desking Options - Cubicle
Managing Costs
• Reuse as much of existing infrastructure and finishes as possible • Select building standard/mid-range finishes and design features • Prioritize “must-do” upgrades such as electrical, bathrooms, boardroom and other space requirements
• Adhere to all ADA standards and add all-gender restroom • Phase in discretionary elements if needed to control costs • Explore reusing furniture and equipment from current office • Value engineer space plan and finishes to minimize costs while achieving desired functionality and aesthetics
Advancing the Customer-Focused Approach
Voice of Customer
Framework
(Discussion)
Kirsten Andrews-Schwind
Associate Director of Community Relations &
Climate Equity
Voice of Customer Goals:

Customer Centricity

1. Listen to our customers

2. Analyze what we hear into insights

3. Report out to the organization

4. Act on what we hear
21 RADAR Framework
SCI designed a dual-loop framework to show how customer insights are collected and translated into learning and action. Customer-facing staff sit at the intersection, acting as a translator and connector between community voices and organizational decisions.
22 0
1 0
2 0
3 0
4 0
5 Analysis Activity
Data
Request
Reporting
The VoC Ecosystem
23 VoC
Insights
Library
Community Relations
● Event Tabling
● Listening Sessions
● Stakeholder Meetings
Customer Research
● Brand tracking
● Internal research
● Third-party (vendor) research
Marketing
● Website visits/heatmaps
● PCE social media
● PCE media mentions
Energy Programs
● Response / participation rates
● Customer interactions
(programs@, concierge)
● Program surveys
Account Services
● Info@ email
● Call center
● Chatbot
Ongoing Evaluation and
Improvement
Q3
Program Data
Engage program teams to
align on VoC opportunities.

Q2
Inbound Comms
Integrate email and call
center data capture.

Q1
Media Analytics
Build media tracking and
reporting templates.

Q4
Customer Research
Refine process of
collecting and
documenting studies. 2025
Preliminary Roadmap
24 2026
Q4
Evaluation
Combine all sources for
continuous
improvement.

Community Relations 2025 Voice of Customer Pilot
Goal: Ensure that the experiences, preferences, and
concerns of customers are used to actively shape the
design and delivery of services.

How we hear from the community:

1. Tabling at community events

2. Conducting focus groups

3. Participating in workshops and presentations

4. Leading meetings with stakeholders
25 26
Reporting Example: Q3 Tabling Interactions (Prompted)
Total conversations tracked at tabling events = 764
21%
demonstrated good
awareness of PCE
23%
demonstrated some
awareness of PCE
35%
demonstrated no
awareness of PCE
67%
interactions in English
32%
interactions in Spanish
2%
interactions in other
languages
Insights from Workshop for Spanish-Speaking Renters
27 ● Approximately 40 participants in South San Francisco. ● Asked a poll question before and after presenting on used EV rebates: "Would you consider buying an electric car?"
o Before: 2 out of 40 said yes
o After: 20 out of 40 said yes
● Hypothesis: Low awareness of the generosity of used EV rebates for eligible customers. Also price is important, but not the only barrier. ● Participants identified a need for in-person multilingual help for residents to apply for the various used EV rebate programs.

Stakeholder Meeting Insights
28 We invited our Outreach Grantees to provide written feedback. Grantees report that the e-bikes program is popular among their constituents, but financial barriers remain. ● “We hear from clients that have received the rebate but find it difficult to find a bike that meets their budget.” – El Concilio
● “Several community members have even shared that bicycles, particularly electric ones, are more efficient and convenient than cars, given the challenges of traffic and limited parking in our densely populated area.” – CRC ● “Many residents we reach do not express interest in PCE services or do not qualify due to economic barriers, including lack of stable income or employment, inability to verify employment, or lack of formal proof of residency (such as residents who rent rooms informally). – Nuestra Casa
Stakeholder Meeting Insights
29 We asked representatives from PCE’s 16 outreach grantees, “How do power outages impact your constituents, especially those who don’t own a single-family home?” ● Financial strain resulting from loss of refrigerated food ● Physical discomfort, sickness, and mental health challenges from loss of heat, cooling, and lighting during extended outages
● Medical concerns with loss of life-sustaining devices powered by electricity ● Lack of internet and cell service prevents emergency updates and fuels isolation ● Access to water for communities reliant on wells
WestLight
Energy Timeline
& Rebrand
Gwen Rose, Director of Marketing
and Community Relations
Kerstin Grune, Associate Director
of Marketing
WestLight transition update
Agency goals
Key dates
Rebrand
Questions
WestLight Transition Critical Path
Key Dates
Phase 1: Phase 2 Phase 3 Phase 4
Jan - May
Jun - Aug Sept - Dec Jan
• Member agency
roadshow
• Community
Feedback Forums
• Earth Day events
as PCE
• Climatech
Showcase as PCE
• CalCCA Conference
• Community
events
• Start of
community
events as
WestLight
• Policy
symposium
• Office warming
• Community
activations and
signature events
• Normalizing
comms and
campaigns as
WestLight
Brand Identity as PCE,
Announce Change to
Partners
WestLight Reveal Campaign Launch Steady State
Rebrand
Meet our partner
Strategic foundations
Audience definition

Messaging strategy
Messaging strategy

Visual identity strategy
Visual identity timeline
Committee Members’ Reports
Adjournment

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