Pioneer Community Energy Board of Directors
October 20, 2022

Staff Report – Item 4
To: The Governing Board
From: Mark Riffey, Director, Public Affairs, Marketing and Programs Item 4: Residential Customer Outreach
Date: 10/20/2022

RECOMMENDATION
Receive a report on the ongoing plan to engage and enhance our relationship with our residential customers.

BACKGROUND
At the September 16, 2021, Governing Board Meeting, the Board adopted the 2021-2024 Strategic Plan (Plan).

The Plan defined Pioneer’s Value Statements. This outreach effort supports two of the Values:
• Community First
• Excellence
The Plan also lists Strategic Priorities. This outreach effort supports two of the five Strategic Priorities:
• Local Engagement
• Quality in Service

ANALYSIS & DISCUSSION
The outreach efforts in the report demonstrate that staff puts the community first. Pioneer staff has attended numerous community events, and has more planned, in support of our member agencies and our customers.

Staff places a priority on a customer experience that exceeds expectations. This focus can be seen by the number of customer contacts being made and by the increased number of customers that remain or return to Pioneer after these interactions.

Through the efforts of this outreach plan, staff will be out in our local communities. This interaction will provide opportunities to listen to our customers and enhance our relationship with all customers. One way we will achieve this is by reaching out to all the homeowner associations, multi-family, and mobile home park complexes. This engagement will result in onsite workshops to educate residents on a variety of topics.

Finally, staff takes great pride in the quality of customer service that is provided to all residents. Each customer interaction is treated with the upmost respect and care. The results of staff’s efforts will become apparent upon completion of the upcoming customer satisfaction survey. This survey will further highlight areas that Pioneer can improve our overall customer service.

STRATEGIC PLAN
Strategic Priority #1 – Local Engagement
Strategic Priority #2 – Quality in Service

FISCAL IMPACT
There is no fiscal impact with this report.

Staff Report – Item IV-B
To: The Governing Board
From: Don Eckert, Executive Director
Item IV-B: Executive Director Report
Date: 10/20/2022
REPORT
Personnel
Kirstin Kolpitcke joined the Pioneer team on September 26th as our Manager of Legislative and Regulatory Affairs. Kirstin brings many years of legislative experience, most recently from the Assembly Republican Caucus where she served as the Republican Consultant for both the Natural Resources Committee and Budget Subcommittee #3. Prior to that, she was Vice President of Legislative Affairs for Calforests shepherding sponsored legislation from introduction to the Governor’s signature and representing them during budget and legislative hearings. Kirstin has also worked in and around the Capitol in various capacities including Chief of Staff to two Assembly Members, Assistant Director in the Governor’s Office of Planning and Research (appointed by Governor Schwarzenegger), and lobbyist for the League of California Cities. Kirstin received a bachelor’s degree in Political Science from University of California – Riverside and a master’s degree from Sacramento State University in Government. She likes to spend her free time with her three pugs and playing tennis.

Pioneer is currently recruiting for the Programs Manager and Sr. Manager of Quantitative Analysis and Modelling.

Eggplant Festival
Pioneer had a booth at the Eggplant Festival in Loomis on October 1st. Staff interacted with many ratepayers answering questions and distributed approximately three hundred bags. We appreciate Vice-Chair Duncan and Director Holmes for their visits to our table. The next event Pioneer will be present at is the Mandarin Festival in Auburn in November.

Executive Director Agreements Executed
There are no items to report this month.

Board Meeting Reminder
The November Governing Board meeting will be at the Placer County Board of Supervisors boardroom. Staff will send out reminders in advance of the meeting.

Expansion Update
The Board was apprised of the decision by Nevada County to defer joining Pioneer till 2023. With that, we are pleased to move forward with Nevada City and the City of Grass Valley. We appreciate the Board’s assistance with agenda planning and all our member agencies have placed the amendment to the JPA to allow the expansion on their consent calendars in October. Staff will be present at those meetings and available for questions if needed.

Agenda Item: IV-B Agenda Date: 10/20/2022

Line of Credit Agreement Update
The Board approved staff moving forward with a $20 million line of credit with Umpqua Bank in May 2022 within certain parameters. Staff has been in negotiation with the bank and the line of credit agreement is expected to be closed on October 18th. This agreement will provide Pioneer with liquidity flexibility in power supply negotiations and attract suppliers with stronger credit profiles and support better pricing for Pioneer in power supply.

California Independent System Operator (“CAISO”) Tour
Pioneer’s Scheduling Coordinator, ZGlobal, has offered to coordinate with CAISO to schedule a tour of their facility in Folsom. Staff will be reaching out to Board Members to gauge interest. If there is sufficient interest, a future date will be announced.

Mosquito Fire
As of the date of submitting this report, the Mosquito Fire is reported to be 100% contained with no fatalities and over seventy structures destroyed of which forty-four of those structures were single family homes. When more information is available, staff will propose to the Board a bill relief like what we did for the River Fire victims who lost their homes.

Executive Director Power Supply Contracts Executed
The following agreements have been executed by the Executive Director, consistent with the authority delegated by the Board:

Presentations and Relevant Meetings attended by the Executive Director

1. Participated n CalCCA Weekly/Monthly Board meetings

2. Participated in expansion meeting with City Council members and the City Manager of Grass Valley

3. Participated in expansion meeting with Nevada County staff

4. Attended the Auburn State of the City event

5. Presented at the City of Grass Valley Council meeting

ATTACHMENTS

1. Agenda Planning Document

2. Monthly Legislative and Regulatory Update

3. Monthly Marketing and Public Outreach Report

4. Minutes from most recent Community Advisory Programs Committee

5. Quarterly Strategic Plan Progress Report
Counterparty Name
Execution
Date Type Product Start Date End Date
Notional
Value
Calpine Energy Services, L.P. 9/29/2022 Sell Resource Adequacy - System 4/1/2023 4/30/2023 $135,000 Calpine Energy Services, L.P. 9/1/2022 Sell Resource Adequacy - System 11/1/2023 11/30/2023 $260,000 California Choice Energy Authority 9/13/2022 Buy Resource Adequacy - System 1/1/2023 11/30/2023 $2,212,600 California Choice Energy Authority 9/13/2022 Sell Resource Adequacy - Flex 1/1/2023 11/30/2023 $2,228,500 Voltus, Inc. 9/29/2022 Buy Resource Adequacy - System 4/1/2023 10/31/2024 $1,644,000 Agenda Planning Document – Pioneer Community Energy Updated 9/30/2022 C:\Users\TeresaWillock\Pioneer Community Energy\Executive Director - General Documents\Board\Board Meeting Templates This is a planning document which remains fluid pending staff communication Assigned items are listed with the Report Writer’s name as they will be initiating the report

BOARD OF

DIRECTORS
OCTOBER 20, 2022
3:00 PM
(Post Agenda: OCT 14)
NOVEMBER 17, 2022
3:00 PM
County of Placer BOS
(Post Agenda: NOV 11)
DECEMBER 15, 2022
3:00 PM
(Post Agenda: DEC 9)

IN THE FUTURE
(TBD) Special Meeting- CAISO facility tour
(2023) Special Meeting- Board Orientation
Closed Session
(time)
Public Employee Performance Evaluation - GC
§54957
Title: Executive Director
Conference with Labor Negotiators - GC
§54957.6
Agency Negotiator: Board Chair
Unrepresented Employee: Executive Director
General Function I Agenda Review Agenda Review Agenda Review Consent
1a
Approve meeting minutes
SEPT 15, 2022 (Action - Eckert)
Approve meeting minutes
OCT 20, 2022 (Action - Eckert)
Approve meeting minutes
NOV 17, 2022 (Action - Eckert)
(FEB) By-Laws Article V, Section 5.2
1b MONTHLY – reaffirm Pioneer AB 361
Remote Meeting Continuation
Findings & receive Leg/Reg update
(Action – Eckert) GC
MONTHLY – reaffirm Pioneer AB 361
Remote Meeting Continuation Findings
& receive Leg/Reg update (Action –
Eckert) GC
MONTHLY – reaffirm Pioneer AB 361
Remote Meeting Continuation Findings
& receive Leg/Reg update (Action –
Eckert) GC
RE: AB 361 Remote Meeting Continuation
Findings
1c Receive Draft Financials: August 2022
(Koehn)
Receive Draft Financials: September
2022 (Koehn)
Receive Draft Financials: October 2022
(Koehn)
1d Approve Customer Satisfaction Survey
incentives (Riffey)
Board Meeting Schedule 2023 (Action –
Eckert)
1e Tentative contracts
1f
Regular
2 RES approve Prepay Agreement
(Action-Eckert) – Berwanger; Bird
RES in appreciation of departing
Members for outstanding service to
Pioneer (Action - Eckert)
Receive Report & Presentation from
Community Programs Advisory
Committee (Discussion - Riffey)
(TBD) NEM 3.0 update
3 RES IRP approval (Action-Kang) - PEA RES approving JPA Amendment No. 5 (Action - Eckert)
Rates Discussion (TBD) Data Flow presentation
(TBD) AG Rate Changes
4 Residential Customer Outreach
(discussion – Riffey)
RES approving Implementation Plan
Addendum No. 2 (Action - Eckert)
Audit Report (Koehn) – Pisenti & Brinker
5 Quarterly financials ending September
2022 (Action – Koehn)
(TBD) Presentation by Biomass Producer,
Bayview (Director Hidahl)
CAPP 2.0 Update (Information – Koehn) RES approving Amendment No. 2 to the Executive Director Employment
Agreement (Action – GC)
If more than 30 days between meetings, must
make a new determination – NO committee
meetings scheduled during a lapsed period
Existing committee members shall be affirmed
by the Governing Body each year at its
February meeting
Agenda Planning Document – Pioneer Community Energy Updated 9/30/2022 C:\Users\TeresaWillock\Pioneer Community Energy\Executive Director - General Documents\Board\Board Meeting Templates General Function II
IV-B
Executive Director’s Report
Reports: New Staff intro; CAISO facility tour
interest; Leg/Reg; Community Engagement;
CPAC minutes – SEPT; Strategic Plan (SEP);
9/19 A&F summary to Chair Janda
Executive Director’s Report
Reports: Leg/Reg; Community Engagement;
CPAC minutes – OCT;
Executive Director’s Report
Reports: Strategic Plan report; Leg/Reg;
Community Engagement; CPAC minutes –
NOV;
Executive Director Report - Quarterly
Update re: Strategic Plan objectives
JUN – SEPT – DEC – MAR
IV-C Informational Items: Glossary of Terms Informational Items: Glossary of Terms Informational Items: Glossary of Terms

AUDIT/FINANCE COMMITTEE DATE DATE DATE IN THE FUTURE
Greg Janda, Chair
Jeff Duncan, Vice Chair
Dan Karleskint
Dennis Thomas
1st meeting of calendar year
Selection of Officers

COMMUNITY PROGRAMS

ADVISORY COMMITTEE
OCTOBER 26, 2022
2:00 PM
NOVEMBER 30, 2022
2:00 PM
DECEMBER 21, 2022
2:00 PM IN THE FUTURE
(7) Community Members
Geoff Mclennan, Chair
Glen Kramer, Vice Chair
4th Wednesdays at 2:00 PM
Post agenda Thursday, 10/20 Post agenda Wednesday, 11/23 TBD Officers set for duration of the Committee < April 2023

ENERGY PROCUREMENT
REVIEW

AD HOC COMMITTEE
DATE
TBD late October DATE DATE IN THE FUTURE
John Hidahl, Chair
Alice Dowdin Calvillo, Vice Chair
Jeff Duncan
Greg Janda
1st meeting of calendar year Selection
of Officers

EXPANSION

AD HOC COMMITTEE
DATE
TBD between 10/20 & 11/17 DATE DATE IN THE FUTURE
Alice Dowdin Calvillo, Chair
Jim Holmes, Vice Chair
Dan Karleskint
1st meeting of calendar year
Selection of Officers
By-Laws Article V, Section 5.3
Each committee shall on an annual
basis choose its officers, comprised of a Chairperson and Vice-Chairperson Ad Hoc Member Limit
fewer members than majority of board
(<5)
Ad Hoc Member Limit
fewer members than majority of board
(<5)
Ad Hoc sub-committee Member Limit fewer members than majority of CPAC (<4)
October 20, 2022 - Pioneer Community Energy Legislative and Regulatory Update Pioneer Community Energy Legislative and Regulatory Update October 20, 2022
Legislative Affairs
California Legislature Update
The 2021-2022 Legislative Session technically concluded on Wednesday, August 31, 2022; however, the final Floor Sessions went well into the early hours of Thursday, September 1, 2022. All bills that passed were presented to Governor Newsom, and he has signed or vetoed all bills, as of September 30, 2022.

Pioneer Legislative Update
The 2022 Legislative Session was relatively successful. SB 1109 (Caballero) passed and extends existing biomass contracts, which Pioneer seeks to capitalize on moving forward. Pioneer, along with other CCAs and stakeholders, defeated threatening bills: SB 881 (Min), seeking Integrated Resource Planning Enforcements, and SB 1287 (Bradford), seeking to significantly raise the Financial Security Requirement for CCAs.

Pioneer staff continues engagement with CalCCA, individual CCAs, and other stakeholders developing legislative and policy strategies for the 2023-2024 Legislative Session. Pioneer staff will continue to independently engage advocating with the Board, Member Agencies, and our Legislative Representatives on key legislative matters in the upcoming 2023 session.

Updated Status on Position letters submitted on 2022 bill measures (highlighted):

AB 1956 (Mathis) – Solid waste: woody biomass: collection and conversion.

Bill was held under submission in the Assembly Natural Resources Committee and died.

Support. The bill would have created a 5-year woody biomass rural county collection and disposal pilot program and provide funding to collect and dispose of biomass at local biomass facility to reduce GHGs had the waste been disposed of or burned. Counties with a population under 250,000 would have been eligible for the program.

AB 2878 (Aguiar-Curry) – Forest Biomass Waste Utilization Program.

Bill was held under submission in the Senate Appropriations Committee and died.

Support. The bill would have helped to achieve the state’s forest heath and wildfire risk reduction goals by increasing the productive use of forest waste through energy generation and wood products manufacturing. In doing so, AB 2878 would have: 1) helped reduce future emissions related to the open burning or natural decomposition of forest residuals; 2) increased energy reliability and resiliency in October 20, 2022 - Pioneer Community Energy Legislative and Regulatory Update those communities at greatest risk of losing power; and 3) created jobs and improve the economy in many of California’s rural communities.

SB 833 (Dodd) – Community Energy Resilience Act of 2022.

Bill was held under submission in the Assembly Appropriations Committee and died.

Support. The bill would have required the California Energy Commission (CEC) to develop and implement a technical grant program for local governments to develop community energy resilience plans and expedited permit review of distributed energy resources by local governments. The bill would have required a plan to identify critical facilities, locations, and facilities where microgrids or other distributed energy resources could meet local resilience needs, and potential funding sources for implementing projects in the plan.

SB 1109 (Caballero) – California Renewables Portfolio Standard Program: bioenergy projects.

Bill passed, was signed by the Governor, and chaptered by the Secretary of State.

Support. This bill extends requirements on electric investor-owned utilities and community choice aggregators to procure energy from biomass generating electric facilities by five years.

SB 881 (Min) – Load Serving Entities (LSE): integrated resource plans.

Bill was held under submission in the Senate Appropriations Committee and died.

Oppose. This bill would have required the CPUC to prescribe and required each LSE to undertake sufficient procurement to achieve a diverse, balanced, and reliable statewide portfolio and realize specified electricity sector greenhouse gas emissions reductions. The CPUC would have been authorized to assess penalties to LSEs that failed to satisfy procurement obligations and authorized additional procurement to satisfy unmet needs.

SB 1287 (Bradford) – Electric service providers (ESP) and community choice aggregators: financial security requirements (FSR).

Bill did not make it out of the Senate Utilities, Energy, and Communications Committee and died.

Oppose. This bill would have required the posted FSR amount, or demonstrated insurance amount, at the time of registration by an ESP or CCA to be no less than $500,000, rather than the current amount of $147,000. The bill would also have required the CPUC to update the FSR for ESPs and CCAs to instead include costs for no less than 12 months of incremental procurement incurred by the provider of last resort, upon customers’ involuntary return.

Pioneer’s legislative efforts continue to focus on the issues of bioenergy and biomass, grid resiliency/reliability, Public Safety Power Shutoff (PSPS)/Enhanced Powerline Safety Settings (EPSS) and wildfire mitigation, microgrid development, addressing Power Charge Indifference Adjustment (PCIA) volatility, transportation electrification funding, and preparing to avoid and oppose potentially threatening bills.

October 20, 2022 - Pioneer Community Energy Legislative and Regulatory Update Regulatory Proceedings
Below is a summary table of the key issues followed by further detail on activities since our last Board Meeting on a few ongoing priority Pioneer regulatory Proceedings and matters. More updates will follow at future Board meetings as regulatory Proceedings and matters evolve.

Proceeding Issue Pioneer Position
R.17-06-026 Power Charge Indifference
Adjustment (PCIA)
Reduce the PCIA and rate volatility
for CCA customers; increase data
transparency from the IOUs
R.17-09-020; R.19-11-009; R.21-
10-002
Resource Adequacy (RA) Reform &
Implementation Tracks
Refine the current RA Program
construct; reduce volatility of RA
prices; increase RA procurement
availability and grid reliability
R.18-12-005 Utility De-energization/Public
Safety Power Shutoffs (PSPS)
Reduce impacts of PSPS events;
increase coordination and
communications with IOUs to
ensure public safety during de-energization; limit PSPS impact on CCA load scheduling
A.20-02-009; A.21-03-008; A.21-
06-001; A.22-05-029
PG&E 2019 Energy Resource
Recovery Account (ERRA)
Compliance Application; PG&E
2020 ERRA Compliance
Application; 2021 ERRA
Compliance Application; 2022
ERRA Compliance Application;
2023 ERRA Compliance
Application
Reduce the ERRA impact on the
PCIA; increase data transparency
from the IOUs
• PCIA:
o This Proceeding seeks to improve the methodology used in the ERRA Proceeding to determine the PCIA.
o Phase 2 of the Proceeding created three Working Groups to formulate processes to address additional PCIA proposals.
 Working Group 1 (Benchmark Issues) sought to address outstanding benchmark issues and the benchmark true-up. An April 18, 2022 Ruling was issued regarding Market Price Benchmark (MPBs), requesting comments on Staff Implementation Plan to address RPS Voluntary Allocation Transactions in MPB Calculations; Comments were October 20, 2022 - Pioneer Community Energy Legislative and Regulatory Update filed on April 28, 2022; Replies were filed on May 12, 2022. IOUs and any other parties were allowed to file proposals on the Energy Index MPB calculation; Proposals were due May 27, 2022; Comments were due June 16, 2022; Replies were due June 30, 2022. On June 10, 2022, an ALJ Proposed Decision (PD) was issued resolving Phase 2 issues related to data access and voluntary allocations in the MPB in the ERRA and PCIA forecast. On June 29, 2022, a Workshop was held to discuss the Proposals to revise the energy index MPB. On July 8, 2022, Opening Comments on the Joint IOU Energy Index MPB Proposal were filed; Replies were filed on July 22, 2022  Working Group 2 (Prepayment) seeks to resolve issues surrounding PCIA prepayment options, should a CCA choose to do so. On March 17, 2022, Resolution E-5134 approved protocols proposed by IOUs to administer, process, and negotiate requests to prepay PCIA obligations. A Ruling is pending.
 Working Group 3 (Portfolio Optimization) sought to resolve issues on portfolio optimization and resource allocation. A PD on Working Group 3 matters was issued on April 5, 2021. The Decision was unfavorable and did not address Working Group 3 recommendations. CalCCA submitted comments on the Decision focusing on addressing the Working Group 3 recommendations that the PD disregarded or pushed to a later date. CalCCA filed an Application for Rehearing (AfR) on the PCIA Cap and Portfolio Optimization Decision. On April 7, 2022, the CPUC rejected the AfR and declined to revisit the aspects of the Decision that the AfR challenged. On May 11, 2022, SJCE and 3CE filed a Petition for Writ of Review with the California 6th Court of Appeals challenging the CPUC PCIA Working Group 3 Decision; this will probably be dealt with in the fall. The petition’s argument is that the CPUC treated this proceeding as quasi-legislative, when it was a rate setting proceeding; the Petition also argues that the CPUC made legal error and did not consider the Working Group 3 reports. A Ruling is pending. The Voluntary Allocation Market Offer (VAMO) process is continuing in the RPS proceeding. On June 24, 2022, an Amended Scoping Ruling extended the statutory deadline to June 30, 2023 to address remaining issues in Phase 2 (GHG free resources, long-term fixed price transactions in RPS adder, calculation of Energy Index MPB, and VAMO). An August 4, 2022, ALJ Ruling requested stakeholder comments on long-term fixed-price RPS transactions and provided a Staff Proposal for Incorporating Long-Term RPS Transactions into the RPS MPB. Comments were submitted in late August; Reply Comments were due on September 9, 2022. A Workshop on the Staff Proposals will be held in November 2022.
 Staff's Proposal to adopt GHG-free MPB for PCIA calculations and to work with Staff to develop the details of this approach was approved. ED scheduled a workshop for, November 18 to discuss the Staff Proposal on the RPS MP on how to value GHG-free resources in the PCI, and data access. Through the 2023 ERRA Forecast Proceeding new MPB will likely bring in a negative PCIA, although PG&E will fight this. • Resource Adequacy:
o R.21-10-002 established a Reform Track and an Implementation Track for RA compliance year 2023.

October 20, 2022 - Pioneer Community Energy Legislative and Regulatory Update o Reform Track (formerly known as Track 3B.2): Slice of Day proposals and implementation topics were discussed through five workshops conducted in the fall of 2021 through the end of 2021. A Workshop Report was released in February 2022. The Workshop process was intended to lead to significant changes to the RA Program starting in 2024. A recent PD adopted Local Capacity Obligations for 2023-2025, Flexible Capacity Obligations for 2023, and Reform Track Framework; Comments were due June 9, 2022, and Reply Comments were due June 14, 2022.

A Final Decision is expected fall 2022. Three Workstreams to resolve implementation details have been ongoing since July and will conclude in October 2022. Proposals developed through these Workstreams will be filed and served on November 15, 2022. A PD in Phase 2 of the Reform Track is expected Q1 2023
o Implementation Track: seeks to address system, flexible, and local RA capacity requirements and all other issues relating to RA procurement obligations and Program implementation details. Phase 2 is addressing Flexible Capacity Requirements, Local Capacity Requirements, modifications to the Planning Reserve Margin (PRM), and Qualifying Capacity (QC) Counting.

Proposals were filed January 21, 2022. On May 20, 2022, a PD was issued addressing RA requirements and Phase 2 Implementation Issues. On June 9, 2022, PCE, SJCE, and CalCCA filed Opening Comments on the PD; Reply Comments were filed on June 14, 2022. A Final Decision is expected soon. Phase 3 will deal with 2024 requirements for flexible RA and the 2024-2026 local RA requirements. Phase 3 is anticipated to conclude summer 2023. o A PD was issued on September, 29 approving the voluntary allocations and modifying the market offer process of the IOUs for the sale of excess renewable resources to lower PCIA costs. The PD rejects CalCCA’s request to remove any bid floor from the Market Offer; the PD accepts CalCCA’s requests regarding modifications to the IOUs’ codes of conduct for the Market Offer process; Comments on the PD are due 10/19 and Replies are due on 10/24. • Deenergization/PSPS/EPSS:
o In the fall of 2021, former CPUC President Batjer sent a letter to PG&E regarding PG&E's Enhanced Powerline Safety Settings (EPSS) Program which deenergizes lines to prevent utility-caused wildfires. EPSS’ have turned off the power to thousands of customers in northern California since the Program began in July 2021, including many in El Dorado County. These outages are related to PSPS as a measure to prevent wildfires caused by PG&E infrastructure, however, these events are not regulated under the CPUC established PSPS rules: there is no advanced warning, and no communication takes place; power can be out for hours or days, presenting inconvenience, confusion, and dangers to those who rely on electricity for medical reasons. Pioneer sent a letter to President Batjer in the fall of 2021 regarding EPSS issues. The letter supported the comments in Batjer’s letter to PG&E seeking to address problems with the EPSS Program and requested additional information from PG&E in EPSS incident reports o Pioneer staff has been working with BBSW to get more detail in PG&E’s EPSS reports to demonstrate to our customers that Pioneer is working to address their concerns with the effects of the power shutoffs and to mitigate the effects of the shutoffs. Pioneer staff is leading an effort among Joint CCAs and other stakeholders asking the CPUC for the consideration of EPSS issues in the Deenergization Proceeding. Pioneer, along with Joint CCAs, Joint Local October 20, 2022 - Pioneer Community Energy Legislative and Regulatory Update Governments, and Rural County Representatives of California (RCRC), filed a motion with the CPUC, on July 12, 2022, to consider EPSS issues in the Deenergization Proceeding. The arguments in the motion are to treat EPSS events with the same regulations and oversight as PSPS events. Joint CCAs, Joint Local Governments, and RCRC have held two ex parte meetings with Commissioners and staff from the CPUC; a final ex parte will be held in October 2022.

Thus far the meetings have been successful, and the parties seem to be gaining some traction presenting their arguments. It, however, remains to be seen how the CPUC will address concerns with the Fast Trip Programs.
o The Joint Parties reached out to OEIS to arrange a meeting. JCCAs and Joint Local Governments scheduled meeting re: Fast Trip/EPSS programs with SED on Wednesday 10/10/22. • PG&E ERRA Compliance and ERRA Forecast:
o The ERRA Proceeding acts as a review of an IOU’s prior year portfolio management and accounting and seeks to identify errors and discrepancies between PG&E’s revenue requirements vis-à-vis collected revenues through the IOU’s General Rate Case which ultimately affects CCA rates through the PCIA.
o PG&E Compliance Review of PABA and ERRA Entries 2019, Phase 2: Phase 2 seeks to address PSPS cost recovery methodology for lost revenues for 2019 and future PSPS events in the ERRA. At the end of March 2022, Brian Dickman from New Gen testified regarding the IOUs' unrealized revenue calculation for the 2019 and future PSPS events. Brian’s testimony also sought to correct the numbers in the IOUs’ Supplemental Testimony and to note Joint CCAs’ lack of disagreement with PG&E’s methodology for calculating lost wholesale generation revenues from hydroelectric resources; Reply Briefs were filed on June 17, 2022. Pioneer and Joint CCAs are in a good place on the methodology to include wholesale generation revenues, but this may not be applied to 2019 events. On July 18, 2022, the CPUC ordered an extension of the Statutory Deadline for the completion of the Proceeding to March 1, 2023. o PG&E Compliance Review of PABA and ERRA Entries 2020: on March 16, 2022, a PD was issued resolving Phase 1 issues; a Final Decision was adopted at the April 21, 2022 Commission Voting Meeting. The Joint CCAs won on all outstanding contested issues with PG&E in the Proceeding.

On June 17, 2022, PG&E filed an Advice Letter implementing the 2020 ERRA decision. On August 4, 2022 an extension until December 31, 2023 of the Statutory Deadline for the completion of the Proceed was issued.
o PG&E Compliance Review of PABA and ERRA Entries 2021: on February 28, 2022, PG&E submitted their 2021 ERRA Compliance Application. On April 6, 2022, CalCCA and other stakeholders filed Protest to the Application; on April 18, 2022, PG&E replied to the Protests. A virtual Prehearing Conference was held on June 9, 2022. PG&E provided Supplemental Testimony on July 15, 2022. On August 8, 2022 a schedule was issued for the Proceeding. A PD is expected in May or June 2023 with a Final decision no earlier than 30 days after the PD. o 2022 PG&E ERRA Forecast: On March 31, 2022, PG&E filed its 2023 ERRA Forecast Application.

On May 16, 2022, PG&E filed AL 6596-E notifying the CPUC that PG&E’s PABA balances had surpassed the 4% trigger amount. When the 4% Trigger threshold has been met, and it does not appear it will self-correct, PG&E is required to file an expedited application to increase October 20, 2022 - Pioneer Community Energy Legislative and Regulatory Update bundled rates (placing CCA rates in a more competitive position). PG&E envisions a $107 million under collection at year end. A large under collection means increased bundled generation rates.
o 2023 PG&E ERRA Forecast: PG&E filed their annual Forecast Application on May 31, 2022, forecasting its electric procurement cost revenue requirement and electricity sales for 2023.

Protests/Responses were due on July 6, 2022. Forecasted revenue requirements will become effective January 1, 2023. A Scoping Memo was issued on August 4, 2022. Testimony will be due on September 7, 2022; Rebuttal Testimony was due on September 28, 2022. New MPBs arrived: Higher energy and RA prices add significant value (i.e., over $1 billion!) to the PCIA calculation; that additional value would be enough to turn the forecasted Indifference Amount negative. Great news! On 10/3 PG&E and Pacific Generation filed an Application to request authorization to allow PG&E to transfer substantially all of its non-nuclear generation assets to Pacific Generation, a new PG&E subsidiary. Pacific Generation will facilitate a sale of up to

49.9% of the equity interests in Pacific Generation to one or more third party investors; initial Protests/Responses are due 11/4.
• Disconnections Rulemaking:
• A second arrearages forgiveness Program, Percentage of Income Payment Plan (PIPP), was created to address surfacing issues regarding cost collection and other disputed issues. A PD was issued on September 2, 2021 authorizing the Public Purpose Program Charge (PPPC) PIPP Pilot Program inclusive of CCAs, with cost recovery coming through the PPPC. A Final Decision was voted out at the October 7, 2021 CPUC Business meeting. IOUs began PIPP Implementation Working Group Meetings at the end of 2021 and the beginning of 2022. • Outstanding issues from the closed COVID Debt Proceeding are now taking place in this Proceeding. A Working Group was convened to file a proposal on the Community-Based Organization (CBO) Pilot Program to create a budget, payment structure and evaluation method. One CCA from each IOU service territory is participating in the Working Group.

Customers targeted for the Pilot Program will continue to be discussed in this Proceeding. On May 3, 2022, a Pilot CBO Working Group kickoff meeting was held; meetings were ongoing through July 2022. IOU Arrearage Management Plan (AMP) implementation is ongoing. Parties’ Comments on implementation issues were raised on May 16, 2022. CPUC issued a Phase 2 Scoping Memo and Ruling on July 15, 2022 focusing on disconnections and the improvement of reconnection processes and outcomes. Opening and Reply comments on the Scoping Ruling were due on August 5, 2022 and August 19, 2022; CalCCA filed both. On August 16, 2022 CBO Pilot Proposals were filed; Comments on CBO Pilot Proposal were due on September 9, 2022 and Replies on September 23, 2022; Workshops on Pilot Proposal will take place in October 2022; a PD is expected Q1 2023.
• Workshop scheduled for 10/17 to address how the CPUC can work to bring down the number of disconnections and the total amount of arrearages.
• Net Billing (Formerly NEM 3.0):
o This Proceeding proposes to create a successor Program to NEM 2.0 to address some of the identified issues with the existing Program. The objective is to increase equity and eliminate October 20, 2022 - Pioneer Community Energy Legislative and Regulatory Update cost shifts onto lower income customers who are subsidizing, to some degree, residential solar owners. On May 9, 2022, an ALJ Ruling was issued allowing parties to respond to 14 different questions on four distinct topics being considered in the Proceeding: transitional “glide path” for NEM 3.0 implementation, associated non-bypassable charges, and applicable community solar tariffs. This ALJ Ruling reopened the Proceeding to address outstanding NEM matters.

Comments were filed on June 10, 2022, and Replies were filed on June 24, 2022. A group of Joint CCAs filed Opening Comments but not Replies. Pioneer did not sign-on. This Proceeding was very slow to progress and is ongoing. Additionally, there have been indications that the Proceeding’s proposed deadline may be extended.

Customer Engagement Update
October 2022 Board Meeting
Types of Engagement
Getting to know our customers:
• Phone Calls & Emails
• In Person Customer Site Visits
• Event Attendance & Sponsorship
• Community Presentations
• Key External Stakeholder
Meetings
• Social Media
• Paid Media
• Earned Media
Direct Customer Engagement
Phone Calls/Emails
• 1,286 customer calls
(call center)
• 92.6% satisfied with
customer service
• 330 emails
• 238 team calls
Webinars
Solar & Pioneer
60 attendees – 2 webinars
Customer Influence
New Enrollments – 4
Opt Outs Rescinded – 13
Re-Enrollment – 6
Retained - 41
KeyStakeholder Meetings and Events
• Loomis Eggplant Festival
• Loomis Chamber of Commerce
• El Dorado County Business
Showcase
• Colfax Chamber of Commerce
• Native American Day –
State Capitol
• Placer County School District Event
(Alco)
• Greater Auburn Economic
Development
Social Media
Website
• 7,100 Site Visits
• 6,100 new users
Facebook
• 679 Followers
• 4 Items Posted
• 5,185 Page Content Clicks
• 102 Page Engagement
LinkedIn
• 193 Followers
• 4 Items Posted
• 586 Post Impressions
Instagram
• 9 Followers
• 12 Posts
• 27,628 Impressions
Other Media
Earned Media
• - Total # of Stories
• - Total Audience
• $ - Total estimated value
Paid Media
• 101 Radio Clips
• 575,659 – Total Audience
• $1,809 – Total Value
Social Media Ads
• 559,726 - Impressions
• 1,444 – Clicks
• 3,362 - Views
Key Metrics
Green100
• 267 - Total Participants
• 10 - Opt Up
• 1 - Opt Down
Customer Counts
• 83.6% - Retention
• 1,926 - New Customers

PIONEER COMMUNITY ENERGY

COMMUNITY PROGRAMS ADVISORY COMMITTEE
September 28, 2022
Minutes
Entry No. 1
Heard General Administration Functions, Part I.

Call to Order
Pioneer Community Energy Community Programs Advisory Committee (“CPAC”) met in open session at 2:03 PM on September 28, 2022. Pursuant to Government Code section 54953(e) and other applicable provisions of the Brown Act, the meeting was conducted via live streamed teleconference accessed and viewed at the following web link: https://us06web.zoom.us/j/88322361917.

Roll Call
P A Title Name
x Chair Geoff McLennan
x Vice Chair Glen Kramer
x Member James Curtis
x Member David Deckman
x Member Lee Kosla
x Member Glenn Krakow
x Member Brandon Reinhardt
Public Comment
There were no comments from members of the public.

Entry No. 2
Acted on the Consent Agenda as follows:

Approved minutes of the July 27, 2022 Committee meeting.

MOTION: Deckman/Krakow. Vote: 5:0:2.

ROLL CALL: Deckman, Kosla, Krakow, Kramer, Reinhardt.

No/Abstain: None.

Absent: Curtis, McLennan.

Entry No. 3
Director Riffey expressed his appreciation for the ad hoc sub-committee on their many hours of work toward this draft report. Then informed the Committee of the timeline to bring this report to completion.

October 26 CPAC meeting to review edits made today and approve the second draft November 30 CPAC meeting to formally approve the finalized report December 15 presentation to the Board of Directors
The draft report was shared onscreen for review and input as to any revisions.

Entry No. 4
Heard General Administration Functions, Part II.

A. Closing Comments
Director Riffey will make the edits for items discussed, prepare an Executive Summary, and will schedule another ad hoc sub-committee within the next two weeks for further review.

Vice Chair Kramer suggested that Director Riffey distribute the edited document to the Committee for review and any further comment prior to the October meeting.

Director Riffey set the Committee goals – General Counsel Khalsa to attend the CPAC meeting for Committee approval of the final draft report; and prepare the discussion and presentation to the Board of Directors in December.

The next regular meeting is scheduled for October 26, 2022, at 2:00 PM.

B. Adjournment
The meeting adjourned at 3:30 PM.

ATTEST:

Minutes approved as presented by a majority vote of the Community Programs Advisory Committee on October 26, 2022.

Teresa Willock, Board Secretary
Community Programs Advisory Committee
September 28, 2022

1 Pioneer Community Energy
Quarterly Strategic Plan Progress Report
October 2022
Objective Description
Current
Quarter
Prior
Quarter Comments

1.1 Reinforce community listening channels by increasing engagement with current, returning, and future customers. Achieve a 92% participation rate by Dec. 31, 2023 With the new website launch behind us, the focus returns to improving the participation rate.

1.2 Residents and businesses are the backbone of our communities. Pioneer will work to strengthen comprehensive relationships, which includes engaging the top 20 commercial and industrial customers in each county we serve by June 30, 2022
Key Accounts Manager was hired March 2022 with a priority of reaching out to our Member Agency's and Large Commercial and Industrial Accounts through the remainder of the year. We expect >95% participation rate with key accounts by the end of 2022.

1.3 Launch a Community Program Advisory Committee ("CPAC") in 2021 The Committee launched in late 2021. Recommendations are expected to be delivered to the Board by end of 2022.

1.4 Pioneer staff will increase the organization's presence within the communities we serve by participation in local events
Many events were limited in 2021 due to the pandemic. With most events returning, Pioneer is looking forward to participating in community events such as the El Dorado County Fair, the Eggplant Festival and the Mandarin Festival this year.

1.5 Grow engagement and reach of communications channels and ensure all platforms are providing engagement opportunities for residents and local businesses a. In 2022, increase social media presence and following on Facebook by 400% The improved social media presence has maintained through the 2nd quarter b. Conduct an annual customer survey in winter 2022
Survey is expected to be launched end of year. Staff is currently in works with JSR Stratagies in developing the survey questions.
c. Increase presence in El Dorado County through targeted social media and digital ad buys The opt-out for unincorporated El Dorado County is higher than expected. Staff will be working with the Board on improvements to our messaging
STRATEGIC PRIORITY: LOCAL ENGAGEMENT
2 Objective Description Status
Prior
Quarter Comments

2.1 Maintain the trust and responsiveness Pioneer customers expect in their service experiences a. Ensure quick response times to customer service inquiries Customer service is important for all of Pioneer's staff. Staff recently implemented procedure changes to improve response times.
b. Monitor and evaluate Calpine call center and billing services performance quarterly The most recent review with Calpine resulted in all customer service metrics being achieved

2.2 Keep Pioneer's rates competitive through policies and programs that ensure stability and a choice in power
a. Commit to a policy that strengthens Pioneer's response to rate volatility in the energy market by Dec. 31, 2021
Rate changes in March resulted in Pioneer customers enjoying a 10% discount to PG&E's generation rate for customers on the 2017 PCIA vintage (most of Placer County) and a 6% discount for customers on the 2021 PCIA vintage (El Dorado County and City of Placerville).

PG&E updated their rates in June 2022 and our competitive rate position slightly improved. b. Develop cost-effective, grid-resilient product to increase access for the business community members interested in joining Pioneer Communications continue to happen between staff, project developers and potential customers

2.3 Prioritize community programs and develop new service programs by Dec. 31, 2022 a. Begin exploring economic development rates to incentivize businesses to move to the territory, using subsidized rates that benefit the community Work towards this will begin as we approach our cash reserves target. However, our current discounts to PG&E is a bridge towards attracting businesses until economic development rates are implemented
b. Explore rate programs that incentive local solar and biomass project development Timing of implementing these programs is contingent on the recommendations of the CPAC and California Public Utilities Commission ("CPUC") rollout of AB843 procedures STRATEGIC PRIORITY: QUALITY IN SERVICE
Objective Description Status
Prior
Quarter Comments

3.1 Conduct a biennial compensation and benefits study to ensure competitive wages and enhance employee retention
The biennial compensation and benefits study was completed in June 2022. Recommendations were taken to the Board with the FY 2022-23 budget submittal.

3.2 Uphold Pioneer's company culture through internal communication channels and team engagement opportunities
a. Conduct an annual all-staff survey
A survey wa completed by staff in early 2022. The results of the survey shaped benefits changes that were presented to the Board in the FY 2022-23 budget. b. Lead quarterly team-building activities Quarterly team building events have been occuring. Next one is scheduled in October. c. Invest in employee professional development pathways Training and Continuing Education Administration Policy has been established STRATEGIC PRIORITY: EMPLOYER OF CHOICE
3 Objective Description Status
Prior
Quarter Comments

4.1 Continue grid resiliency efforts to mitigate Public Safety Power Shutoff ("PSPS") events in our communities
There have been no PSPS events in our territory in 2022 but staff has been active in teaming with other CCA's to apply pressure to PG&E through the CPUC to improve the communications to customers on EPSS and limit the frequency and duration of the events. Staff was also active in communicating with our customers on the recent Flex Alerts from CAISO that contributed to reduced demand that avoided rolling black outs in the service territory.

4.2 Position our business portfolio to be capable of diversification through the development of one biomass project
Staff has signed an MOU with a project developer for a biomass project at the Western Placer Waste Management Authority. Other potential sites and projects are being considered. The delay is the CPUC defining procedures for the application of AB843.

4.3 Diversify Pioneer's energy procurement by issuing requests for proposals to potential partners to procure energy at "least cost, best fit" for the portfolio Staff completed negotiations for a solar + storage long-term power purchase agreement ("PPA") with NextEra Energy earlier this year. Staff are currently in negotiations for a long-term PPA with a biomass project.

4.4 Target diversification of Pioneer's power source portfolio through procurement with regional suppliers
Pioneer prioritizes power supply from regional projects when the power is available and it makes economic sense. The long-term PPA with El Dorado Irrigation District is a recent example with local biomass projects in the works for 2022

4.5 Maintain zero customer data breach incidents through investment in information technology resources
a. Conduct annual IT cybersecurity audits and improve employee cybersecurity awareness through training and consistent messaging
The triennial Automated Meter Infrastructure Audit and annual IT audit were completed this quarter with Pioneer receiving a very favorable review including a cybersecurity score that placed Pioneer in the top 5% amongst utilities
STRATEGIC PRIORITY: OPERATIONAL EXCELLENCE
Objective Description Status
Prior
Quarter Comments

5.1 Pursue expansion opportunities with like-minded communities by initiating conversations with leadership within the jurisdictions
Staff presented the implementation study results to the Board and Expansion Committee.

Pioneer looks forward to submitting the addendum to our implementation plan with the CPUC at the end of the year and begin service to Nevada City and the City of Grass Valley in 2024.

5.2 Build policies and procedures that facilitate the growth of our service area Staff is applying its expansion and new members reserves policies in the evaluation of potential new members to the JPA.

5.3 Implement policies that support the achievement of cash reserve targets The Board approved financial policies in late 2021 that supports the sustainability of Pioneer. The Baord then approved rate changes that provided ratepayer savings while building cash reserves in March 2022. Pioneer expects to reach its cash reserve targets by end of calendar year 2023.

Staff is also working on a long-term power prepay transaction that will reduce power supply costs by approximately $2 million per year.

5.4 Achieve an investment grade credit rating
Pioneer expects to be near 120 days of cash on hand near the end of 2022 which will prompt discussions with the rating agencies

5.5 Maintain participation in legislative and regulatory proceedings that positively impact the Power Charge Indifference Adjustment ("PCIA") rate, advocate for cost saving legislation and regulations and work to hold PG&E accountable through legislation A huge legislative victory in 2021 with the passing of AB843 presents a new set of challenges with the CPUC converting the bill into procedural action. Staff has also been active this quarter meeting with various legislative offices for support of biomass initiatives.

STRATEGIC PRIORITY: FINANCIAL STABILITY & STRATEGIC GROWTH Statistical Report
mPOWER
Month Ending June 30, 2022
Program to Date
A Program of Pioneer Community Energy
SERVING THE CITIES of AUBURN, COLFAX, FOLSOM, GRASS VALLEY, LINCOLN, LOOMIS, NEVADA CITY, ROCKLIN, ROSEVILLE, TRUCKEE and the UNINCORPORATED AREAS of PLACER AND NEVADA COUNTIES
Statistical Report for mPOWER
March 22, 2010 to Month Ending June 30, 2022
Assessment
Applications: ______Residential____ _____Commercial______ ________Total________ Received: 3,959 $ 85,449,911 98 $ 18,220,397 4,057 $ 103,670,3081 Approved: 2,815 $ 92,199,820 41 $ 19,207,472 2,856 $ 111,407,2922 Funded: 2,815 $ 87,014,797 41 $ 17,482,671 2,856 $ 104,497,468 Average Funded: $ 30,911 $ 426,407
In Progress: 0
Denied: 202
Withdrawn: 999
Paid off Assessments: 2,105 $ 57,834,417 13 $ 6,405,942 2,118 $ 64,240,359 1 Count received includes denied/withdrawn applications. Total amount received does NOT include dollar amount for denied/withdrawn applications
2 Total approved includes capitalized interest and fees 3 Financed improvements to date include 897 applications with multiple improvements. 4 2020 Greenhouse Gas Equivalencies Calculator / US EPA Financed Improvements to Date
3,7533 = $ 104,497,468
Solar PV 2,104 $ 75,249,862
HVAC 606 10,551,470
Roof 281 8,044,216
Windows/Doors 251 3,601,159
Water Heater 77 574,407
Insulation 178 1,353,729
Pool Equipment 124 577,545
Custom 3 2,284,552
Water Improvements 92 883,755
Stove 16 83,556
Lighting 21 1,293,217
Total 3,753 $ 104,497,468
Program to Date:

Contracting Firms with Active or Funded Applications: 618 Estimated number of jobs created = 2,090 Jobs (20 jobs/$million) Green House Gas Emission Savings: 26,603 Metric tons, equivalent to 5,786 cars off the road, annually4
Month to Date:

Final month for application submittals: August 2021

56.06%

16.15%

7.49%

6.69%

2.05%

4.74%

3.30%

0.08% 2.45%

0.43%

0.56%
Financed Improvements by Number of Projects
March 22, 2010 -
June 2022
Solar PV 56.06%
HVAC 16.15%
Roof 7.49%
Windows/Doors 6.69%
Water Heater 2.05%
Insulation 4.74%
Pool Equipment 3.30%
Custom 0.08%
Water Improvements 2.45%
Stove 0.43%
Lighting 0.56%
To Date
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 $ 801,617 $ 1,132,779 $ 3,322,313 $ 20,246,279 $ 44,025,384 $ 67,223,599 $ 85,004,456 $ 96,306,112 $ 100,683,116 $ 102,581,532 $ 103,957,654 $ 104,497,468 Cumulative Dollar Amounts as of December 31
June 30, 2022
Applications Funded
Funded Solar HVAC Water Lighting
Windows
Doors Insulation Roof
Pool
Equip
Water
Heater Stove Custom
Auburn $ 4,380,513 91 27 2 1 16 10 14 6 4 2 1
Colfax 475,021 8 2 - - 1 1 - 1 1 - -
Lincoln 15,846,789 503 66 11 - 12 11 9 9 7 1 -
Loomis 3,536,817 70 16 - 1 5 7 6 3 1 - -
Rocklin 21,955,981 510 132 18 2 53 34 25 29 12 - -
Roseville 15,613,760 157 152 26 5 65 43 92 30 15 2 -
Unincorporated 35,053,565 677 165 24 9 68 55 83 34 35 8 2 Total $ 96,862,445 2,016 560 81 18 220 161 229 112 75 13 3 Grass Valley $ 768,835 16 4 - - 3 - 5 - - 2 -
Nevada City 430,969 7 2 - 1 2 1 2 - 1 1 -
Truckee 33,412 - - - - - - 1 - - - -
Unincorporated 1,835,778 36 6 - - 4 2 11 - - - -
Total $ 3,068,994 59 12 - 1 9 3 19 - 1 3 -
Folsom $ 4,566,029 29 34 11 2 22 14 33 12 1 - -
Unincorporated - - - - - - - - - - - -
Total $ 4,566,029 29 34 11 2 22 14 33 12 1 - -
Grand Total $ 104,497,468 2,104 606 92 21 251 178 281 124 77 16 3 Placer County
Nevada County
Sacramento County
Summary of Total Funded Applications by Community
Program to Date
June 30, 2022
Number of Projects

0 100
200
300
400
500
600
Number of Applications per Year
2017 591
2018 323
2019 136
2020 63
2021 37
2022 0
Number of Applications
Number of Applications Received by Year
June 30, 2022
2017-2022
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020 219,839 216,072 168,062 134,700 46,795 341,023 12,658 43,580 137,632 223,434 197,051 157,569 2021 79,621 148,895 58,510 342,871 124,415 146,635 - 22,900 171,556 161,659 103,020 16,042 2022 235,085 49,235 - 109,723 - 145,772 - - - - - - Applications Applications per Month
Dollar Amounts Funded by Month
June 30, 2022
2020-2022
Total
$ 1,898,416
$ 1,376,122
$ - 539,814
-
1 2
3 4
5 6
7 8
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2020 6 8 4 3 2 8 1 2 4 6 4 5
2021 2 3 1 4 2 5 - 1 5 3 5 1
2022 5 1 - 3 - 3 - - - - - - Number of Applications
Number of Applications per Month
Number of Applications Funded by Month
June 30, 2022
2020-2022
Total
53 32
12 Location Type of Business
Type of
Improvement Amount Approved Amount Funded Fund Date Term Colfax Motel Solar PV 154,096 154,096 2-Sep-10 20
Loomis Plant Nursery Solar PV 120,473 118,044 21-Oct-10 20 Uninc Lincoln Machine Shop Solar PV 41,430 38,566 6-May-11 20 Roseville CPA Firm Solar PV 72,000 71,790 16-Jun-11 20
Uninc Auburn RV Park Solar PV 354,607 331,162 16-Feb-12 20 Roseville Auto Repair Solar PV 100,000 100,000 18-Jul-13 20 Lincoln Dental Office Solar PV 44,338 42,942 6-Mar-14 20 Rocklin Pharmaceutical Solar PV 219,420 209,378 1-May-14 20 Tahoe Ski Resort / Conf. Center Multiple 718,184 703,309 7-Aug-14 20 Rocklin Gas Station Solar PV 130,557 128,657 20-Nov-14 20 Rocklin Mobile Home Park Solar PV 747,592 723,396 18-Dec-14 20 Uninc Auburn Car Wash Solar PV 146,403 142,070 8-Jan-15 20 Newcastle Equestrian Center Solar PV 66,421 65,270 17-Sep-15 10 Rocklin Medical Office Solar PV 79,669 75,716 5-Nov-15 20 Rocklin Commercial Office Multiple 236,886 227,447 17-Dec-15 20 Roseville Auto Dealership Multiple 3,694,896 3,445,718 17-Dec-15 20 Roseville Auto Dealership Multiple 2,039,513 1,890,384 4-Aug-16 20 Rocklin Charter School Solar PV 313,741 313,330 14-Jan-16 20 Roseville Commercial Office Solar PV 67,384 59,826 25-Feb-16 20 Rocklin Medical Office Solar PV 81,421 77,448 24-Mar-16 20 Loomis RV Park Solar PV 449,791 424,047 5-May-16 20
Roseville Office Building Solar PV 60,501 45,289 11-May-16 20 Granite Bay Chiropractic Office Solar PV 381,464 367,895 23-Jun-16 20 Lincoln Church Solar PV 32,512 28,600 22-Sep-16 20
Rocklin Church Solar PV 78,228 76,065 17-Nov-16 20
Rocklin Church Solar PV 3,130,172 2,629,824 22-Jun-17 20 Tahoe Ski Resort Multiple 2,198,389 2,012,252 8-Mar-18 20 Rocklin Roofing Contractor Solar PV 87,237 75,610 22-Mar-18 20 Roseville Church LED Lighting 57,744 46,344 26-Jul-18 20 Rocklin Chiropractic Office Solar PV 28,955 28,164 15-Nov-18 20 Auburn Retail Store Roof 33,340 31,932 14-Feb-19 20
Rocklin Church Multiple 131,731 95,966 4-Apr-19 20
Auburn RV Park Solar PV 474,691 456,907 18-Jul-19 20
Uninc Nevada Logging Company Solar PV 212,018 125,865 28-Sep-17 20 Nevada City Church Solar PV 23,314 21,997 9-Aug-18 20
Uninc Nevada Kids Camp Solar PV 236,489 206,198 21-Feb-19 15 Grass Valley Restaurant Solar PV 72,590 58,342 14-Nov-19 20 Nevada City Church Solar PV 137,758 128,248.82 1-Oct-20 10 Folsom Auto Dealership Multiple 1,951,517 1,704,576 19-Mar-15 20 $ 19,207,472 17,482,671

PLACER COUNTY

NEVADA COUNTY

SACRAMENTO COUNTY
Approved/Funded Commercial Projects
Program to Date
June 30, 2022
Page | 1
Pioneer Community Energy
Glossary of Terms
CAISO – California Independent System Operator - a non-profit independent system operator that oversees the operation of the California bulk electric power system, transmission lines and electricity market generated and transmitted by its members (~80% of California’s electric flow). Its stated mission is to “operate the grid reliably and efficiently, provide fair and open transmission access, promote environmental stewardship and facilitate effective markets and promote infrastructure development. CAISO is regulated by FERC and governed by a five-member governing board appointed by the governor.

CALCCA – California Community Choice Association – Association made up of Community Choice Aggregation (CCA) groups which represents the interests of California’s community choice electricity providers.

CARB – California Air Resources Board – The CARB is charged with protecting the public from the harmful effects of air pollution and developing programs and actions to fight climate change in California.

CEC – California Energy Commission
CPUC – California Public Utility Commission
C&I – Commercial and Industrial – Business customers
CP – Compliance Period – Time period to become RPS compliant, set by the CPUC (California Public Utilities Commission)
DA – Direct Access – An option that allows eligible customers to purchase their electricity directly from third party providers known as Electric Service Providers (ESP).

DA Cap – the maximum amount of electric usage that may be allocated to Direct Access customers in California, or more specifically, within an Investor-Owned Utility service territory.

DA Lottery – a random drawing by which DA waitlist customers become eligible to enroll in DA service under the currently-applicable Direct Access Cap.

DA Waitlist – customers that have officially registered their interest in becoming a DA customer but are not yet able to enroll in service because of DA cap limitations.

DAC – Disadvantaged Community
Page | 2
DASR – Direct Access Service Request – Request submitted by C&I to become direct access eligible.

Demand - The rate at which electric energy is delivered to or by a system or part of a system, generally expressed in kilowatts (kW), megawatts (MW), or gigawatts (GW), at a given instant or averaged over any designated interval of time. Demand should not be confused with Load or Energy.

DER – Distributed Energy Resource – A small-scale physical or virtual asset (e.g. EV charger, smart thermostat, behind-the-meter solar/storage, energy efficiency) that operates locally and is connected to a larger power grid at the distribution level.

Distribution - The delivery of electricity to the retail customer’s home or business through low voltage distribution lines.

DLAP – Default Load Aggregation Point – In the CAISO’s electricity optimization model, DLAP is the node at which all bids for demand should be submitted and settled. Pioneer settles its CAISO load at the PG&E DLAP as Pioneer is in the PG&E transmission access charge area.

DR – Demand Response - An opportunity for consumers to play a significant role in the operation of the electric grid by reducing or shifting their electricity usage during peak periods in response to time-based rates or other forms of financial incentives.

DWR – Department of Water Resources – DWR manages California’s water resources, systems, and infrastructure in a responsible, sustainable way.

ELCC – Effective Load Carrying Capacity – The additional load met by an incremental generator while maintaining the same level of system reliability. For solar and wind resources the ELCC is the amount of capacity which can be counted for Resource Adequacy purposes.

EPIC – Electric Program Investment Charge – The EPIC program was created by the CPUC to support investments in clean energy technologies that provide benefits to the electricity ratepayers of PG&E, San Diego Gas & Electric Company (SDG&E), and Southern California Edison Company (SCE)
ERRA – Energy Resource Recovery Account – ERRA proceedings are used to determine fuel and purchased power costs which can be recovered in rates. The utilities do not earn a rate of return on these costs, and only recover actual costs. The costs are forecast for the year ahead.

If the actual costs are lower than forecast, then the utility gives money back, and vice versa.

ESP – Energy Service Provider - An energy entity that provides service to a retail or end-use customer.

EV – Electric Vehicle
Page | 3
GHG – Greenhouse gas - water vapor, carbon dioxide, tropospheric ozone, nitrous oxide, methane, and chlorofluorocarbons (CFCs). A gas that causes the atmosphere to trap heat radiating from the earth. The most common GHG is Carbon Dioxide, though Methane and others have this effect as well.

GRC – General Rate Case – Proceedings used to address the costs of operating and maintaining the utility system and the allocation of those costs among customer classes. For California’s three large IOUs, the GRCs are parsed into two phases. Phase I of a GRC determines the total amount the utility is authorized to collect, while Phase II determines the share of the cost each customer class is responsible and the rate schedules for each class. Each large electric utility files a GRC application every three years for review by the Public Advocates Office and interested parties and approval by the CPUC.

GWh – Gigawatt-hour - The unit of energy equal to that expended in one hour at a rate of one billion watts. One GWh equals 1,000 megawatt-hours.

IEP – Independent Energy Producers – California’s oldest and leading nonprofit trade association, representing the interest of developers and operators of independent energy facilities and independent power marketers.

IOU – Investor Owned Utility – A private electricity and natural gas provider.

IRP – Integrated Resource Plan – A plan which outlines an electric utility’s resource needs in order to meet expected electricity demand long-term.
kW – Kilowatt – Measure of power where power (watts) = voltage (volts) x amperage (amps) and 1 kW = 1000 watts
kWh – Kilowatt-hour – This is a measure of consumption. It is the amount of electricity that is used over some period of time, typically a one-month period for billing purposes. Customers are charged a rate per kWh of electricity used.

LCFS – Low Carbon Fuel Standard – A CARB program designed to encourage the use of cleaner low-carbon fuels in California, encourage the production of those fuels, and therefore, reduce greenhouse gas emissions.

LCR – Local (RA) Capacity Requirements – The amount of Resource Adequacy capacity required to be demonstrated in a specific location or zone.

LMP – Locational Marginal Price – Each generator unit and load pocket is assigned a node in the CAISO optimization model. The model will assign a LMP to the node in both the day- ahead and real time market as it balances the system using the least cost. The LMP is comprised of three components: the marginal cost of energy, congestion and losses. The LMP is used to financially settle transactions in the CAISO.

Load - An end use device or customer that receives power from an energy delivery system.

Load should not be confused with Demand, which is the measure of power that a load receives or requires. See Demand.

SE – Load-serving Entity – Entities that have been granted authority by state, local law or regulation to serve their own load directly through wholesale energy purchases and have chosen to exercise that authority.

NEM – Net Energy Metering – A program in which solar customers receive credit for excess electricity generated by solar panels.

NRDC – Natural Resources Defense Council
OIR – Order Instituting Rulemaking - A procedural document that is issued by the CPUC to start a formal proceeding. A draft OIR is issued for comment by interested parties and made final by vote of the five Commissioners of the CPUC.

MW – Megawatt – measure of power. A megawatt equals 1,000 kilowatts or 1 million watts.

MWH – Megawatt-hour – measure of energy
NP-15 – North Path 15 – NP-15 is a CAISO pricing zone usually used to approximate wholesale electricity prices in northern California in PG&E’s service territory.

PCC1 – RPS Portfolio Content Category 1 – Bundled renewables where the energy and REC are dynamically scheduled into a California Balancing Authority (CBA) such as the CAISO. Also known as “in-state” renewables.

PCC2 – RPS Portfolio Content Category 2 – Bundled renewables where the energy and REC are from out-of-state and not dynamically scheduled to a CBA.

PCC3 – RPS Portfolio Content Category 3 – Unbundled REC PCIA or “exit fee” - Power Charge Indifference Adjustment (PCIA) is an “exit fee” based on stranded costs of utility generation set by the California Public Utilities Commission. It is calculated annually and assessed to customers of CCAs and paid to the IOU that lost those customers as a result of the formation of a CCA.

PCL – Power Content Label – A user-friendly way of displaying information to California consumers about the energy resources used to generate the electricity they sell, as required by AB 162 (Statue of 2009) and Senate Bill 1305 (Statutes of 1997).

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PD – Proposed Decision – A procedural document in a CPUC Rulemaking process that is formally commented on by Parties to the proceeding. A PD is a precursor to a final Decision voted on by the five Commissioners of the CPUC.

Pnode – Pricing Node – In the CAISO optimization model, it is a point where a physical injection or withdrawal of energy is modeled and for which a LMP is calculated.

PPA – Power Purchase Agreement – A contract used to purchase the energy, capacity and attributes from a renewable resource project.

RA – Resource Adequacy - Under its Resource Adequacy (RA) program, the California Public Utilities Commission (CPUC) requires load-serving entities—both independently owned utilities and electric service providers—to demonstrate in both monthly and annual filings that they have purchased capacity commitments of no less than 115% of their peak loads.

RE – Renewable Energy - Energy from a source that is not depleted when used, such as wind or solar power.

REC - Renewable Energy Certificate - A REC is the property right to the environmental benefits associated with generating renewable electricity. For instance, homeowners who generate solar electricity are credited with 1 solar REC for every MWh of electricity they produce.

Utilities obligated to fulfill an RPS requirement can purchase these RECs on the open market.

RPS - Renewable Portfolio Standard - Law that requires CA utilities and other load serving entities (including CCAs) to provide an escalating percentage of CA qualified renewable power (culminating at 33% by 2020) in their annual energy portfolio.

SCE – Southern California Edison
SDG&E – San Diego Gas & Electric
SGIP – Self-Generation Incentive Program – A program which provides incentives to support existing, new, and emerging distributed energy resources (storage, wind turbines, waste heat to power technologies, etc.)
TCR EPS Protocol – The Climate Registry Electric Power Sector Protocol – Online tools and resources provided by The Climate Registry to assist organizations to measure, report, and reduce carbon emissions.

Time-of-Use (TOU) Rates — The pricing of delivered electricity based on the estimated cost of electricity during a particular time-block. Time-of-use rates are usually divided into three or four time-blocks per 24-hour period (on-peak, mid-peak, off-peak and sometimes super off-peak) and by seasons of the year (summer and winter). Real time pricing differs from TOU rates Page | 5
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in that it is based on actual (as opposed to forecasted) prices that may fluctuate many times a day and are weather sensitive, rather than varying with a fixed schedule.

TURN – The Utility Reform Network - A ratepayer advocacy group charged with ensuring that California IOUs implement just and reasonable rates.

Unbundled RECs - Renewable energy certificates that verify a purchase of a MWH unit of renewable power where the actual power and the certificate are “unbundled” and sold to different buyers.

VPP – Virtual Power Plant – A cloud-based network that leverages an aggregation of distributed energy resources (DERs) to shift energy demand or provide services to the grid.

For example, thousands of EV chargers could charge at a slower speed and hundreds of home batteries could discharge to the grid during a demand peak to significantly reduce the procurement of traditional supply resources.