Pioneer Community Energy Board of Directors
July 20, 2023

Pioneer Community Energy
Board of Directors Agenda
July 20, 2023
3:00 PM Call to Order
Pioneer Community Energy Board Room
2510 Warren Drive, Suite B, Rocklin, CA 95677
Remote Location
El Dorado County Board of Supervisors Department Meeting Room 330 Fair Lane, Building A, Placerville, CA 95667
This regular meeting will convene in person at the address printed above, be accessible on the Zoom platform at the following link:
https://us06web.zoom.us/j/89967227073;
and live streamed for viewing on the Pioneer website:
https://pioneercommunityenergy.org/about-us/meetings-and-agendas/.

Members of the public may participate in person or by remote audio/visual access. Those who participate remotely and wish to comment should be prepared to use the Zoom platform via computer or telephone. Public comment will be opened for each agenda item in sequence.

How to Participate Using Zoom
You can join the meeting using the following link:
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When you join the meeting, you will be muted by default. To inform the Clerk that you would like to make a public comment, you will use the “Raise Hand” feature.

Public Comment via Computer or Smartphone
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3. When asked for your participant ID, press # to continue You will be muted by default. To inform the Clerk that you would like to make a comment during each agenda item, dial *9 to “Raise your hand.” When it is your turn to speak, the clerk will identify you by the last three digits of your phone number, at that time dial *6 to unmute yourself and state your name and comment for the record. Please note that you should only raise your hand during the item to which you will comment.

Board of Directors
Chair: Alice Dowdin Calvillo
Vice Chair: John Hidahl
City of Auburn
Alice Dowdin Calvillo
Rachel Radell-Harris, Alternate
City of Colfax
Sean Lomen
Kim Douglass, Alternate
County of El Dorado
John Hidahl
Lori Parlin, Alternate
City of Grass Valley
Tom Ivy
Jan Arbuckle, Alternate
City of Lincoln
Holly Andreatta
Dan Karleskint, Alternate
Town of Loomis
Amanda Cortez
Danny Cartwright, Alternate
Nevada City
Gary Petersen
vacant, Alternate
County of Placer
Jim Holmes
Suzanne Jones
Bonnie Gore, Alternate
City of Placerville
David Yarbrough
John Clerici, Alternate
City of Rocklin
Greg Janda
David Bass, Alternate
Plc+)NEER

COMMUNITY ENERGY
I. GENERAL ADMINISTRATIVE FUNCTION – PART 1
A. CALL TO ORDER

1. Roll Call
B. AGENDA REVIEW
C. PRESENTATIONS BY THE PUBLIC ON MATTERS NOT ON THE AGENDA WITHIN THE

JURISDICTION OF THE BOARD
Persons may address the Board on items not on this agenda. Please limit comments to 3 minutes per person. According to State Law (the Brown Act), items must first be noticed on the agenda before any discussion or action. The Board is prohibited from discussing issues not on the agenda brought to them at this time.

II. CONSENT AGENDA
1) APPROVAL OF THE CONSENT AGENDA
All items on the Consent Agenda have been recommended for approval by the Executive Director. All Consent items will be approved by a single vote. Anyone may ask to address Consent items prior to the Board acting, and the item may be moved for discussion. a) ADMINISTRATION
Approve minutes of the June 15, 2023 regular meeting. (ECKERT) b) FINANCE & ADMINISTRATION
Receive Monthly Financial Reports through May 2023. (KOEHN) c) FINANCE & ADMINISTRATION
Adopt Resolution authorizing the Executive Director to execute an agreement with JSR Strategies, LLC for an amount not to exceed $1,106,360, and authorizing a Fiscal Year 2023-24 budget increase of $350,860 to the Marketing Division. (KOEHN) d) FINANCE & ADMINISTRATION
Adopt a Resolution approving the revised Debt Policy. (KOEHN) e) MARKETING & COMMUNICATIONS
Receive update on Joint Rate Mailer, plans for distribution and samples of the digital and printed versions. (ECKERT)
f) ADMINISTRATION
Appoint Director Petersen to Pioneer Community Energy’s Audit & Finance Committee to fill the vacancy created with the departure of Director Heathcock from the Governing Board. (ECKERT)

CONSENT AGENDA
GENERAL ADMINISTRATIVE FUNCTION – PART 1
III. REGULAR AGENDA
2) PROGRAMS
Partnership with Electrum (DISCUSSION- ECKERT)
Recommendation: Discuss and provide direction to staff about introducing Electrum to Pioneer Community Energy’s customers with the goal of streamlining the decision process in the selection of sustainable technologies for their home or business. 3) MARKETING & COMMUNICATIONS
Communications Plan for Nevada City and City of Grass Valley (DISCUSSION - ECKERT) Recommendation: Receive an update on the communications plan for the residents and businesses of Nevada City and Grass Valley who will be served by Pioneer Community Energy beginning January 1, 2024.
4) ADMINISTRATION
Member Agency Approval of New Member(s) (DISCUSSION - ECKERT) Recommendation: Discuss and provide direction to staff regarding amending Pioneer Community Energy’s Amended and Restated Joint Powers Agreement (JPA) to eliminate the requirement that each Member Agency adopt resolutions approving new members to the JPA. 5) FINANCE & ADMINISTRATION
Adopt Resolution Approving the Special Event Sponsorship Policy and Authorizing a Fiscal Year 2023-24 budget increase of $50,000 to the Marketing Division (ACTION - KOEHN) Recommendation: Adopt Resolution approving the Special Event Sponsorship Policy and authorizing a Fiscal Year 2023-24 budget increase of $50,000 to the Marketing Division. 6) LEGISLATIVE & REGULATORY AFFAIRS
Income-Based Fixed Charge (DISCUSSION - KANG)
Recommendation: Receive an update on the California Public Utilities Commission’s (CPUC) proceeding that would impose an income-based fixed charge for investor-owned utilities (IOUs).

IV. GENERAL ADMINISTRATIVE FUNCTION – PART 2
A. BOARD MEMBER COMMUNICATIONS
B. EXECUTIVE DIRECTOR COMMUNICATIONS
C. ITEMS FOR INFORMATION

1. Glossary of Terms
D. ADJOURNMENT

REGULAR AGENDA
GENERAL ADMINISTRATIVE FUNCTION – PART 2
Pioneer Community Energy is committed to ensuring that persons with disabilities are provided the resources to participate fully in its public meetings. If you are hearing impaired, we have listening devices available. If you require additional disability-related modifications or accommodations, including auxiliary aids or services, please contact the Clerk of the Board. If requested, the agenda shall be provided in appropriate alternative formats to persons with disabilities. All requests must be in writing and must be received by the Clerk five business days prior to the scheduled meeting for which you are requesting accommodation.

Requests received after such time will be accommodated only if time permits.

Affidavit of Posting
I, Teresa Willock, Board Secretary, declare under penalty of perjury that the foregoing agenda for the July 20, 2023 regular meeting of the Pioneer Community Energy Governing Board was posted and available for public review on July 14, 2023 at the offices of Pioneer Community Energy, 2510 Warren Drive, Suite B, Rocklin, CA 95677; at El Dorado County Board of Supervisors Department Meeting Room, 330 Fair Lane, Building A, Placerville, CA 95667; and, was available for viewing on the Pioneer website at:
https://pioneercommunityenergy.org/about-us/meetings-and-agendas/ All public materials related to an item on this agenda submitted to the Governing Board after distribution of the agenda packet are also made available for public inspection on Pioneer’s website at:
https://pioneercommunityenergy.org/about-us/meetings-and-agendas/ Any document provided at the meeting by staff or by the public will be provided by the Board Clerk upon request by phone at (916) 758-8946, or by email at: [email protected].

Upcoming Meeting of the Board:
-No Meeting in August-September 21, 2023 at 3:00 PM
Pioneer Community Energy
Board Room
2510 Warren Drive, Suite B
Rocklin, CA 95677

PIONEER COMMUNITY ENERGY

GOVERNING BOARD
June 15, 2023
Minutes
Entry No. 1
Heard General Administration Functions, Part I.

Call to Order
Pioneer Community Energy Governing Board met in open session at 3:00 PM on June 15, 2023. Pursuant to Government Code section 54953(e) and other applicable provisions of the Brown Act, the Members convened in person and the meeting was accessible to the public at Pioneer Community Energy, 2510 Warren Drive, Suite B, Rocklin, California, 95677; was accessible for viewer participation on the Zoom platform at the following link at: https://us06web.zoom.us/j/89967227073; and, was live streamed for viewing on the Pioneer website at: https://pioneercommunityenergy.org/about-us/meetings-and-agendas/.

Roll Call
P A Agency Primary Member or Alternate Member
x City of Auburn
x
Chair
Alice Dowdin Calvillo Rachel Radell-Harris
x County of El Dorado
x
Vice Chair
John Hidahl Lori Parlin
x City of Colfax vacant Kim Douglass
x City of Grass Valley Tom Ivy Jan Arbuckle
x City of Lincoln x Holly Andreatta Dan Karleskint
x Town of Loomis x Amanda Cortez Danny Cartwright
x Nevada City x Gary Petersen vacant
x County of Placer x Jim Holmes Bonnie Gore
x County of Placer x Suzanne Jones
x City of Placerville x David Yarbrough John Clerici
x City of Rocklin x Greg Janda David Bass
The Cities of Colfax and Grass Valley were not represented at this meeting.

Chair Dowdin Calvillo presided over the meeting.

Public Report of Closed Session
Immediately prior to this meeting, the Board met in closed session pursuant to GC §54957.6, for a Conference with Labor Negotiators regarding unrepresented employees.

Chair Dowdin Calvillo reported that no action was taken.

Agenda Review
Reviewed and made no revision to the meeting agenda for June 15, 2023.

Public Comment
There were no comments from members of the public on items not listed on this agenda.

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

Approved minutes of the May 25, 2023 regular meeting and the June 1, 2023 special meeting.

Received Quarterly Financial Reports through April 30, 2023.

Adopted Resolution 2023-14 authorizing the Executive Director to sign a two-year contract for technical support with Pacific Energy Advisors, Inc. (PEA) in an amount not to exceed $860,712. Monthly fixed payments over the 2-year period 9/1/2023 – 8/31/2025 average $32,113 (totaling $770,712), plus a $90,000 budget for expansion analyses and filings.

Adopted Resolution 2023-15 authorizing the Executive Director to execute a second amendment to the agreement with Richards, Watson & Gershon for legal services.

Adopted Resolution 2023-16 adjusting the Salary Schedule, Approve a Cost-of-Living Adjustment, Authorize establishment of a Flexible Spending Account program, and an additional Employer Contribution to Employee Retirement accounts and direct a compensation study every three years.

MOTION: Holmes/Hidahl. Vote: 9:0:2.

ROLL CALL: Andreatta, Cortez, Dowdin Calvillo, Hidahl, Holmes, Janda, Jones, Petersen, Yarbrough.

No/Abstain: None.

Absent: Douglass, Ivy.

Entry No. 3
Commending Director Heathcock for His Dedicated Service to Pioneer Community Energy Adopted Resolution 2023-17 commending Director Heathcock for his dedication and outstanding service in directing Pioneer Community Energy.

MOTION: Andreatta/Cortez. Vote: 9:0:2.

ROLL CALL: Andreatta, Cortez, Dowdin Calvillo, Hidahl, Holmes, Janda, Jones, Petersen, Yarbrough.

No/Abstain: None.

Absent: Douglass, Ivy.

Entry No. 4
Overview of Public Outreach
Provided direction on funding for public outreach and marketing activities for the remainder of 2023.

Board agreed by consensus in directing staff to proceed with Option 4, reaching all households at $695,550 for 80M impressions including one year of television programming through KCRA, a Wildfire and Weather sponsorship, and a Story Studio package; then, revisit in six months to one year. 4:25 PM - Chair Dowdin Calvillo called a brief recess.
4:36 PM – Chair Dowdin Calvillo resumed the meeting. All Members were present.

Entry No. 5
Fiscal Year 2023-24 Budget
Received a presentation on the Recommended Fiscal Year 2023-24 Budget and adopted Resolution 2023- 18 approving Fiscal Year 2023-24 Budget.

MOTION: Holmes/Hidahl. Vote: 9:0:2.

ROLL CALL: Andreatta, Cortez, Dowdin Calvillo, Hidahl, Holmes, Janda, Jones, Petersen, Yarbrough.

No/Abstain: None.

Absent: Douglass, Ivy.

Entry No. 6
Heard General Administration Functions, Part II.

Board Member Communications
There were no communications from the Board Members.

Executive Director Communications
Executive Director Eckert announced that Pioneer Community Energy staff were participating in the El Dorado County Fair through the weekend; and reported that staff had provided a contract for utilizing a SB 1383 solution to interested Member Agencies which will have through July to take action.

Minutes
June 15, 2023

Director Jones inquired as to the value of Pioneer Community Energy participating in the Placer County Fair.

Executive Director Eckert mentioned participation at other Placer County events such as the Mandarin Festival, and recommended staff using a rotating schedule moving forward.

Chair Dowdin Calvillo encouraged some level of sponsorship of local teams or events.

Legislative and Regulatory Affairs Manager Kolpitcke announced tentative plans for an upcoming tour of the Sierra Pacific Industries biomass and sawmill facility located in Lincoln, to which Legislators from Member Agencies and interested Board Members will be invited. More details to be provided.

Informational Items
Received the Glossary of Terms.

Adjournment
The meeting adjourned at 4:50 PM.

ATTEST:

Minutes approved as presented by a majority vote of
the Governing Board on June 15, 2023.

Teresa Willock, Board Secretary
Minutes
June 15, 2023

Staff Report – Item 1b
To: The Governing Board
From: Eric Acedo, Sr. Financial Analyst
Item 1b: Receive Draft Financial Reports Through May 2023 Date: 7/20/2023

RECOMMENDATION
Receive Quarterly Financial Reports through May 31, 2023.

BACKGROUND
The Year-To-Date (YTD) financial reports are produced by Maher Accountancy for Board member and management review. Although these reports are unaudited, they provide the most up-to-date financial data for Pioneer Community Energy. The mPOWER program accepted its last application August 2021 and mPOWER activity is now limited to the administering the outstanding mPOWER Bonds. Financials for the mPOWER program will be included in the audited year end reports. For May 2023, the financial reporting package includes the following reports for the CCA Fund only:
• Statement of Net Position (Balance Sheet) – Accounting of Assets, Liabilities and Net Position as of the reporting period end date for the CCA program.
• Statement of Revenues, Expenses, and Changes in Net Position (P&L) – Accounting of all revenues, expenses, and changes in net position on a YTD basis through the reporting period end date for the CCA program.
• Budget to Actuals – Comparison of budget to actuals on a YTD basis through the reporting period end date for the CCA program.

STRATEGIC PLAN
Strategic Priority 5: Financial Stability & Strategic Growth

FISCAL IMPACT
The YTD change in net position through eleven months of the fiscal year is $30.8 million.

ATTACHMENTS

1. Financial Reports through May 31, 2023
Plf)NEER

COMMUNITY ENERGY
MAHER
A C (. 0 U N T A t'-, C i

ACCOUNTANTS' COMPILATION REPORT
Management
Pioneer Community Energy
Management is responsible for the accompanying financial statements of the CCA Program of Pioneer Community Energy (a California Joint Powers Authority) which comprise the statement of net position as of May 31, 2023 , and the related statement of revenues, expenses, and changes in net position for the period then ended in accordance with accounting principles generally accepted in the United States of America. We have performed a compilation engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. We did not audit or review the accompanying statements nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. Accordingly, we do not express an opinion, conclusion, nor provide any assurance on these financial statements.

Management has elected to omit substantially all of the disclosures and the statement of cash flows required by accounting principles generally accepted in the United States of America in these interim financial statements. Pioneer Community Energy's annual audited financial statements include the note disclosures and statement of cash flows omitted from these interim statements. If the omitted disclosures and the statement of cash flows were included in these financial statements, they might influence the user's conclusions about Pioneer Community Energy's financial position, results of operations, and cash flows. Accordingly, these financial statements are not designed for those who are not informed about such matters.

We are not independent with respect to the Pioneer Community Energy because we performed certain accounting services that impaired our independence.

H~A~
San Rafael, CA
June 28, 2023
l !01 Fifih Avenue , Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com 1 PIONEER COMMUNITY ENERGY

CCAFUND

STATEMENT OF NET POSITION
As of May 31, 2023
ASSETS
Current assets
Cash and cash equivalents
Investments
Accounts receivable, net of allowance
Accrued revenue
Other receivables
Interest receivable
Prepaid expenses
Deposits
Total current assets
Noncurrent assets
Lease asset, net of amortization
Total noncurrent assets
Total assets

LIABILITIES
Current liabilities
Accrued cost of electricity
Accounts payable
Other accrued liabilities
Interest payable
Deposits
Note payable
Lease liability
Total current liabilities
Noncurrent liabilities
Note payable
Lease liability
Total noncurrent liabilities
Total liabilities

NET POSITION
Net investment ( deficit) in capital assets
Unrestricted net position
Total net position
See accountants' compilation report.

CCAFund
$ 15,160,512
36,836,964
19,793,346
7,246,822
623,448
108,000
50,044
6,887,819
86,706,955
1,459,910
1,459,910
88,166,865
10,845,161
605,904
361,112
24,234
393,756
653,068
75,045
12,958,280
6,656,600
1,572,502
8,229,102
21,187,382
(187,637)
67,167,120
$ 66,979,483
2 PIONEER COMMUNITY ENERGY

CCAFUND

STATEMENT OF REVENUES, EXPENSES

AND CHANGES IN NET POSITION
Eleven Months Ended May 31, 2023

OPERATING REVENUES
Electricity sales, net
Other income
Total operating revenues

OPERATING EXPENSES
Cost of electricity
Contract services
Staff compensation
Other operating expenses
Total operating expenses
Operating income (loss)

NONOPERATING REVENUES (EXPENSES)
Grant income
Investment gains (losses)
Interest and financing expense
Non operating revenues (expenses), net

CHANGE IN NET POSITION
Net position at beginning of period
Net position at end of period
See accountants' compilation report.

CCAFund
$ 182,577,959
45,000
182,622,959
143,950,957
5,162,099
2,699,482
656,869
152,469,407
30,153,552
1,041,957
186,511
(546,276)
682,192
30,835,744
36,143,739
$ 66,979,483
3 Plf)NEER COMMUNITY ENERGY
Participation Rates - May 2023
AUBURN INC 85.72% 85.87% 86.00%
COLFAX INC 88.54% 89.07% 88.66%
LINCOLN INC 83.18% 83.08% 83.41% LOOMIS INC 88.70% 88.62% 89.01% PLACERVILLE INC 87.02% 86.82% 87.15% ROCKLIN INC 91.35% 90.96% 90.99% UNINC EL DORADO CO 81.20% 81.26% 81.25% UNINC PLACER CO 85.26% 85.22% 85.48% Grand Total 84.61% 84.53% 84.65%
4 MAHER
C , 0 U f'I T A l'J ( Y

ACCOUNTANTS' COMPILATION REPORT
Board of Directors
Pioneer Community Energy
Management is responsible for the accompanying special purpose statement for the budgetary comparison schedule CCA Program of Pioneer Community Energy, a California Joint Powers Authority, for the period ended May 31 , 2023, and for determining that the budgetary basis of accounting is an acceptable financial reporting framework. We have performed a compilation engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AI CPA. We did not audit or review the accompanying statement nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. Accordingly, we do not express an opinion, a conclusion, nor provide any assurance on this special purpose budgetary comparison statement.

The special purpose statement is prepared in accordance with the budgetary basis of accounting, which is a basis of accounting other than accounting principles generally accepted in the United States of America. This report is intended for the information of the Board of Directors of Pioneer Community Energy.

Management has elected to omit substantially all of the note disclosures required by accounting principles generally accepted in the United States of America in these interim financial statements.

Pioneer Community Energy's annual audited financial statements include the note disclosures omitted from these interim statements. If the omitted disclosures were included in these financial statements, they might influence the user's conclusions about Pioneer Community Energy's financial position, results of operations, and cash flows. Accordingly, these financial statements are not designed for those who are not informed about such matters.

We are not independent with respect to Pioneer Community Energy because we performed certain accounting services that impaired our independence.

HJ,e;,,A~~
San Rafael, CA
June 28, 2023
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com 5

PIONEER COMMUNITY ENERGY

CCAFUND

BUDGETARY COMPARISON SCHEDULE
Eleven Months Ended May 31, 2023
2022/23 YTD 2022/23
Amended YTD 2022/23
2022/23 YTD Budget Actual/ 2022/23 Amended
Amended 2022/23 YTD Variance Amended Amended Budget
Budget Actual (Under) Over Budget% Budget Remaining

ENERGY REVENUES
Energy Sales $ 190,027,059 $ 186,052,049 $ (3,975,010) 98% $ 210,160,000 $ 24,107,951 Green I 00 Sales 27,330 24,070 (3,259) 88% 30,000 5,930 Congestion Revenue Rights 5,933,190 6,863,613 930,423 116% 6,000,000 (863,613) Less Uncollectible Accounts (2,565,734) (2,456,205) 109,529 96% (2,837,000) (380,795) Total Operating Revenues 193,421,844 190,483,527 (2,938,317) 213,353,000 22,869,473

ENERGY EXPENSES
Power Supply 153,324,184 150,814,570 (2,509,614) 98% 177,984,000 27,169,430 OPERATING MARGIN 40,097,661 39,668,957 (428,703) 35,369,000 (4,299,957)

OPERA TING EXPENSES
Administration
Compensation 579,064 511,474 (67,591) 88% 626,252 114,778 Contract services 522,881 150,957 (371,924) 29% 546,325 395,368 Operating expenses 520,069 446,867 (73,202) 86% 541,225 94,358 Total Administration expenses 1,622,014 1,109,298 (512,716) 68% 1,713,802 604,504 Finance
Compensation 698,403 676,363 (22,039) 97% 760,530 84,167 Contract services 523,392 352,912 (170,480) 67% 553,350 200,438 Operating expenses 262,484 273,719 11,234 104% 278,983 5,264 Total Finance expenses 1,484,279 1,302,994 (181,285) 88% 1,592,863 289,869 Power Procurement
Compensation 566,395 539,371 (27,024) 95% 617,886 78,515 Contract services 1,408,724 1,334,873 (73,851) 95% 1,485,426 150,553 Operating expenses 33,496 16,468 (17,028) 49% 35,450 18,982 Total Power Procurement expenses 2,008,615 1,890,712 (117,903) 94% 2,138,762 248,050 Customer Care
Compensation 405,127 377,970 (27,157) 93% 441,957 63,987 Contract services 2,693,761 2,390,781 (302,980) 89% 2,935,012 544,231 Operating expenses 8,758 533 (8,225) 6% 10,863 10,330
Total Customer Care expenses 3,107,646 2,769,284 (338,362) 89% 3,387,832 618,548 Marketing & Communications
Compensation 141,522 85,838 (55,685) 61% 154,388 68,550 Contract services 506,781 444,181 (62,600) 88% 556,240 112,060 Operating expenses 387,796 236,513 (151,283) 61% 408,050 171,537 Total Marketing expenses 1,036,099 766,531 (269,568) 74% 1,118,678 352,147 Legislative & Regulatory
Compensation 451,095 438,357 (12,738) 97% 496,649 58,292 Contract services 326,747 183,050 (143,697) 56% 353,808 170,759 Operating expenses 4,813 3,548 (1,264) 74% 5,250 1,702
Total Legislative expenses 782,654 624,954 (157,700) 80% 855,707 230,753 Programs
Compensation 112,126 58,435 (53,691) 52% 122,320 63,885 Contract services 91,091 (91,091) 0% 97,000 97,000
Operating expenses 6,208 1,040 (5,168) 17% 6,500 5,460
Total Programs expenses 209,426 59,475 (149,951) 28% 225,820 166,345 Total Operating Expenses 10,250,733 8,523,248 (1,727,484) 83% 11,033,464 2,510,216

NON-OPERA TING REVENUES (EXPENSES)
Investment gains (losses) 68,750 186,512 117,762 271% 75,000 (111,512) Miscellaneous income 45,000 45,000 (45,000)
Term Loan Debt Service (870,834) (838,052) 32,782 96% (950,000) (111,948) Additional Term Loan Principal (2,100,000) (2,100,000) (2, I 00,000) Line/Letter of Credit Fees (250,000) (171,287) 78,713 69% (250,000) (78,713) Financial Security Requirement (356,000) 356,000 0% (356,000) (356,000) Nonoperating revenues (expenses), nel (3,508,084) (2,877,828) 630,256 (3,581,000) (703,172) Total Expenses (Energy, Operating, Non-Operating) 167,083,000 162,215,646 (4,867,355) 192,598,464 30,382,818 Contribution to/(from) Reserves $ 26,338,844 $ 28,267,881 $ 1,929,037 $ 20,754,536 $ (7,513,345)

Staff Report – Item 1c
To: The Governing Board
From: Brad Koehn, Director of Finance and Administration Item 1c: Adopt Resolution Authorizing the Executive Director to Execute an agreement with JSR Strategies, LLC for an amount not to exceed $1,106,360, and Authorizing a Fiscal Year 2023-24 budget increase of $350,860 to the Marketing Division.

Date: 7/20/2023

RECOMMENDATION
Adopt Resolution authorizing the Executive Director to execute an agreement with JSR Strategies, LLC for an amount not to exceed $1,106,360, and authorizing a Fiscal Year 2023-24 budget increase of $350,860 to the Marketing Division.

BACKGROUND
JSR Strategies, LLC (“JSR”) has been providing marketing and communication services for Pioneer Community Energy (“Pioneer”) since September 2020. JSR has performed many functions in support of customer awareness and expansion including conducting two customer surveys which informed market/communication efforts, leading efforts to develop a communications plan and Pioneer’s first strategic plan, generating content and postings on social media, redesigning and launching Pioneer’s award-winning new website, and more recently unveiling Pioneer’s new logo and branding.

ANALYSIS & DISCUSSION
The Board strategic planning sessions conducted in May 2021 and, more recently, the Board direction at the June 2023 Board meeting provided direction related to marketing, communications, and outreach strategies.

At the June 2023 Board meeting, JSR presented results of customer surveys, past marketing efforts, and future marketing/outreach strategic options that ranged from ‘Slow Down’ to ‘Reach all Households’. The Board directed to move forward with the ‘Reach all Households’ strategy. This enhanced effort exceeds what was anticipated in the budget and a budget augmentation is needed to fulfil that strategy. The Scope of Services to ‘Reach all Households’ includes:
• Bolstering public awareness in Pioneer’s current and expanded service territory by developing communication plans and creating all design and content for paid media elements including direct mailers, calling scripts, newsprint advertisements, radio ads, postcards or flyers, digital and social media ads, E-blast/newsletter content or graphics, bus shelter or bench designs, printable packets, brand advancement, videography and photography.
• Social media management of Pioneer’s social media accounts including Facebook, Instagram and LinkedIn. JSR will manage core content and the look and feel of the social media accounts. JSR will create a campaign content calendar, develop messaging, and regular post on each platform. • Public relations support by writing, editing, and disseminating press releases, media advisories and feature articles.
• General support, account management and reporting which will include scheduled phone meetings and monthly reporting.

Plf)NEER

COMMUNITY ENERGY
Agenda Item: 1c Agenda Date: 7/20/2023

• Strategic planning session for the Pioneer’s governing board and key staff to develop an updated Strategic Plan for Pioneer.
• Paid media procurement and management. JSR will negotiate and oversee the implementation of all media purchasing on behalf of Pioneer based on a media plan approved by Pioneer staff. • Management of Pioneer’s website and chatbot.

STRATEGIC PLAN
The JSR contract and budget amendment support the Local Engagement priority to listen to our customers and grow our relationships with residents and businesses.

FISCAL IMPACT
The impact of approving the JSR agreement and associated FY 2023-24 budget adjustment to the Marketing division is an increase of $350,860.

ATTACHMENTS

1. Resolution Authorizing the Executive Director to Execute an agreement with JSR Strategies, LLC for an amount not to exceed $1,106,360, and Authorizing a Fiscal Year 2023-24 budget increase of $350,860 to the Marketing Division.

Before the Governing Board of
Pioneer Community Energy
Resolution No.: ____________
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held July 20, 2023, by the following vote on roll call:

Ayes:

Noes:

Absent:

Signed and approved by me after its passage.
______________________________
Chair of the Governing Board
Attest:
_______________________
Secretary
WHEREAS, the Governing Board of Pioneer Community Energy (“Pioneer”) adopted the 2021- 2024 Strategic Plan that includes a Strategic Priority of Local Engagement by listening to our customers and growing our relationships with residents and businesses; and WHEREAS, Pioneer and JSR Strategies, LLC (JSR) desire to execute an agreement that would have the goal to reach all households in Pioneer’s existing and expansion territory with an estimated eighty million impressions; and
WHEREAS, JSR has provided Pioneer with excellent marketing and communication services under past agreements; and
WHEREAS, the marketing and communication plan directed by the Board at the June 2023 Board meeting is more than what was programmed in the Fiscal Year 2023-24 budget and now requires a budget adjustment.

BE IT RESOLVED, the Governing Board of Pioneer Community Energy, State of California, hereby finds, declares, and resolves as follows:

1. The above recitals are true and correct.

In the matter of: Resolution Authorizing the
Executive Director to Execute an agreement
with JSR Strategies, LLC for an amount not to
exceed $1,106,360, and Authorizing a Fiscal
Year 2023-24 budget increase of $350,860 to
the Marketing Division.

Resolution No. ___
July 20, 2023
2 2. The Executive Director is authorized to execute an agreement with JSR Strategies, LLC to a not-to-exceed dollar amount of $1,106,360 with an effective date of July 1, 2023.

3. Approve a Fiscal Year 2023-24 budget increase of $350,860 for the Marketing Division for a total Marketing Division budget of $1,612,180.

4. This resolution shall take effect immediately.

Attachment A: Consultant Services Agreement with JSR Strategies, LLC.

Administering Agency: Pioneer Community Energy
Contract No.

Contract Description:

CONSULTANT SERVICES AGREEMENT
THIS AGREEMENT is made at Rocklin, California, as of _July 1_, 2023, by and between Pioneer Community Energy, ("Pioneer"), and _JSR Strategies LLC __ ("Consultant"), who agree as follows:

1. Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide the services described in Exhibit A. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A.

2. Payment. Pioneer shall pay Consultant for services rendered pursuant to this Agreement at the time and in the amount set forth in Exhibit B. The payment specified in Exhibit B shall be the only payment made to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all billings for said services to Pioneer in the manner specified therein, or, if no manner be specified, then according to the usual and customary procedures which Consultant uses for billing clients similar to Pioneer. The amount of the contract shall not exceed One Million, One Hundred and Six Thousand, Three Hundred and Sixty Dollars ($1,106,360).

3. Facilities, Equipment and Other Materials, and Obligations of Pioneer. Unless otherwise specified in Exhibit C, Consultant shall, at its sole cost and expense, furnish all facilities, equipment, and other materials which may be required for furnishing services pursuant to this Agreement.

4. Exhibits. All exhibits referred to herein will be attached hereto and by this reference incorporated herein.

5. Time for Performance. Time is of the essence. Failure of Consultant to perform any services within the time limits set forth in Exhibit A shall constitute material breach of this contract.

6. Independent Consultant. At all times during the term of this Agreement, Consultant shall be an independent Consultant and shall not be an employee of Pioneer. Pioneer shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement. Pioneer shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement.

7. Licenses, Permits, Etc. Consultant represents and warrants to Pioneer that it has all licenses, permits, qualifications, and approvals of whatsoever nature, which are legally required for Consultant to practice its profession. Consultant represents and warrants to Pioneer that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, and approvals which are legally required for Consultant to practice its profession at the time the services are performed.

8. Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary for the satisfactory performance of Consultant's obligations pursuant to this Agreement. Neither party shall be considered in default of this - 1 -
Agreement to the extent performance is prevented or delayed by any cause, present or future, which is beyond the reasonable control of the party.

9. Hold Harmless and Indemnification A~reement. At all times during the performance of this agreement, Consultant agrees to protect, defend, and indemnify Pioneer in accordance with the provisions contained in Exhibit D.

10. Insurance. Consultant shall file with Pioneer concurrently herewith a Certificate oflnsurance, in companies acceptable to Pioneer, with a Best's Rating ofno less than A-:VII, for the coverage shown in Exhibit D. All costs of complying with these insurance requirements shall be included in Consultant's fee(s). These costs shall not be considered a "reimbursable" expense under any circumstances.

11. Consultant Not Agent. Except as Pioneer may specify in writing Consultant shall have no authority, express or implied, to act on behalf of Pioneer in any capacity whatsoever as an agent.

Consultant shall have no authority, express or implied pursuant to this Agreement to Bind Pioneer to any obligation whatsoever.

12. Assignment Prohibited. Consultant may assign its rights and obligations under this Agreement only upon the prior written approval of Pioneer, said approval to be in the sole discretion of Pioneer.

13. Personnel.

A. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that Pioneer, in its sole discretion, at any time during the term of this Agreement, desires the removal of any person or persons assigned by Consultant to perform services pursuant to this Agreement, including those members of the Project Team as explained below, Consultant shall remove any such person immediately upon receiving notice from Pioneer of the desire of Pioneer for removal of such person or persons.

B. Notwithstanding the foregoing, if specific persons are designated as the "Project Team" in Exhibit A, Consultant agrees to perform the work under this agreement with those individuals identified. Reassignment or substitution of individuals or subcontractors named in the Project Team by Consultant without the prior written consent of Pioneer shall be grounds for cancellation of the agreement by Pioneer, and payment shall be made pursuant to Section 15 (Termination) of this Agreement only for that work performed by Project Team members.

14. Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession. All products of whatsoever nature which Consultant delivers to Pioneer pursuant to this Agreement shall be prepared in a substantial first class and workmanlike manner and conform to the standards or quality normally observed by a person practicing in Consultant's profession.

15. Termination.

A. Pioneer shall have the right to terminate this Agreement at any time by giving notice in writing of such termination to Consultant. In the event Pioneer shall give notice of termination, Consultant shall immediately cease rendering service upon receipt of such written notice, pursuant to this Agreement. In the event Pioneer shall terminate this Agreement:
1) Consultant shall deliver copies of all writings prepared by it pursuant to this Agreement. The term "writings" shall be construed to mean and include: handwriting, - 2 -
typewriting, printing, Photostatting, photographing, and every other means of recording upon any tangible thing any form of communication or representation, including letters, words, pictures, sounds, or symbols, or combinations thereof. 2) Pioneer shall have full ownership and control of all such writings delivered by Consultant pursuant to this Agreement.
3) Pioneer shall pay Consultant the reasonable value of services rendered by Consultant to the date of termination pursuant to this Agreement not to exceed the amount documented by Consultant and approved by Pioneer as work accomplished to date; provided, however, that in no event shall any payment hereunder exceed the amount of the agreement specified in Exhibit B, and further provided, however, Pioneer shall not in any manner be liable for lost profits which might have been made by Consultant had Consultant completed the services required by this Agreement. In this regard, Consultant shall furnish to Pioneer such financial information as in the judgment of Pioneer is necessary to determine the reasonable value of the services rendered by Consultant. The foregoing is cumulative and does not affect any right or remedy, which Pioneer may have in law or equity.

B. Consultant may terminate its services under this Agreement upon thirty- (30) working days' advance written notice to Pioneer.

16. Contract Term. This agreement shall remain in place until the Scope of Services described in Exhibit A is completed, or until contract is terminated pursuant to Section 15 of this contract.

17. Non-Discrimination. Consultant shall not discriminate in its employment practices because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, marital status, sex, age, or sexual orientation in contravention of the California Fair Employment and Housing Act, Government Code section 12900 et fill.il.

18. Records. Consultant shall maintain, at all times, complete detailed records with regard to work performed under this agreement in a form acceptable to Pioneer, and Pioneer shall have the right to inspect such records at any reasonable time. Notwithstanding any other terms of this agreement, no payments shall be made to Consultant until Pioneer is satisfied that work of such value has been rendered pursuant to this agreement. However, Pioneer shall not unreasonably withhold payment and, if a dispute exists, the withheld payment shall be proportional only to the item in dispute.

19. Ownership oflnformation. All professional and technical information developed under this Agreement and all work sheets, reports, and related data shall become the property of Pioneer, and Consultant agrees to deliver reproducible copies of such documents to Pioneer on completion of the services hereunder. Pioneer agrees to indemnify and hold Consultant harmless from any claim arising out of reuse of the information for other than this project.

20. Waiver. One or more waivers by one party of any major or minor breach or default of any provision, term, condition, or covenant of this Agreement shall not operate as a waiver of any subsequent breach or default by the other party.

21. Conflict of Interest. Consultant certifies that no official or employee of Pioneer, nor any business entity in which an official of Pioneer has an interest, has been employed or retained to solicit or aid in the procuring of this agreement. In addition, Consultant agrees that no such person will be employed in the performance of this agreement without immediately notifying Pioneer.

22. Entirety of Agreement. This Agreement contains the entire agreement of Pioneer and Consultant with respect to the subject matter hereof, and no other agreement, statement, or promise made by - 3 -
any party, or to any employee, officer or agent of any party, which is not contained in this Agreement, shall be binding or valid.

23. Alteration. No waiver, alteration, modification, or termination of this Agreement shall be valid unless made in writing and signed by all parties, except as expressly provided in Section 15, Termination.

24. Governing Law. This Agreement is executed and intended to be performed in the State of California, and the laws of that State shall govern its interpretation and effect. Any legal proceedings on this agreement shall be brought under the jurisdiction of the Superior Court of County of Placer, State of California, and Consultant hereby expressly waives those provisions in California Code of Civil Procedure §394 that may have allowed it to transfer venue to another jurisdiction.

25. Notification. Any notice or demand desired or required to be given hereunder shall be in writing and deemed given when personally delivered or deposited in the mail, postage prepaid, and addressed to the parties as follows:

PIONEER COMMUNITY ENERGY:

Pioneer Community Energy
Attn: Eric Acedo
2510 Warren Drive Suite B
Rocklin, CA 95677
F inance@p ioneercom m uni tyenerliy. orli
Phone: (916) 758-8943
CONSULTANT:

JSR Strategies LLC
Attn: Jessica Rhodes
1022 D St.

Sacramento, CA 95814
[email protected]
Phone: (214) 673-2332
Any notice so delivered personally shall be deemed to be received on the date of delivery, and any notice mailed shall be deemed to be received five (5) days after the date on which it was mailed. - 4 -
Executed as of the day first above stated:

PIONEER COMMUNITY ENERGY
By:

Printed Name/Title:

Approved as to Form - General Counsel:

By:

Printed Name/Title:

JSR Strategies
By:

Name: Jessica Rhodes
Title: CEO
*ff Consultant is a corporation, this agreement must be signed by a corporate officer, either the President or Vice President, ~ an authenticated corporate resolution is attached delegating authority to a single officer or other officers to bind the corporation.

Exhibits
A. Scope of Services
B. Payment for Services Rendered
C. Facilities, Equipment and Other Obligations of Pioneer D. Hold Harmless Agreement and Insurance Requirements
- 5 -

EXHIBIT A

SCOPE OF SERVICES
At the direction of Pioneer Community Energy's Executive Director, JSR Strategies will provide advisory and consulting services in the following areas for Pioneer's 2023-2024 fiscal year.

Overview
Pioneer Community Energy is a locally owned electricity provider - powering the communities they serve with competitive rates, reliable service, and a choice of energy options. Customers are at the heart of everything Pioneer does, which makes marketing and customer outreach essential to success and growth.

In collaboration with the Pioneer marketing and leadership teams, JSR will be responsible for the planning, preparation and execution of all items outlined in this Scope of Services to meet Pioneer's goals:
• Raising public awareness about Pioneer Community Energy and the value it provides to the communities it serves
• Prioritizing local engagement by listening to customers and enhancing relationships with residents and businesses
• Preparing for expansion 2024 into Nevada County and Grass Valley • Striving toward Pioneer's participation rate goal of 92% JSR's scope of work has been divided into distinct tasks to meet these goals:
• Task 1: General Services
• Task 2: Paid Media Management
• Task 3: Website and Chatbot Management
Task 1: General Services
Task 1 represents communication and marketing efforts supporting Pioneer's core efforts. This includes all content, design and reporting for the following sub-tasks:
• Bolstering Public Awareness in Pioneer's Current Service Territory • Social Media Management
• PR Support
• General Support, Account Management, Graphic Design and Reporting • Strategic Planning Session with Kim Tucker
Bolstering Public Awareness in Pioneer's Current and Expanded Service Territory- JSR will continue to support all efforts in Placer and El Dorado Counties, including developing communications plans and creating all design and content for paid media elements or signage, including but not limited to the following:
• Direct mailers
• Calling scripts
• Newsprint advertisements
• Radio ads

to Consultant Services Agreement
• Postcards or flyers
• Digital and social media ads
• E-blast/Newsletter content or graphics
• Bus shelter or bench designs
• Printable packets
• Element revamp as requested
• Support with brand advancement
• Videography and photography - Up to $20,000
JSR recommends that Pioneer provide a single set of consolidated comments and up to two rounds of revisions whenever possible to maintain contract efficiencies. Native files will be provided as requested.

Deliverables Due Format
Draft written or designed deliverables as Within timeframe as agreed upon Word, agreed upon by JSR and Pioneer by JSR and Pioneer PDF
Final written or designed deliverables Within three (3) days of receipt of Word, Pioneer's final comments PDF
Social Media Management - JSR shall manage core content and the look and feel of Pioneer Community Energy's social media accounts. This will include Facebook, lnstagram, and Linkedln accounts for the duration of the contract. Community management, however, will be a shared responsibility with Pioneer staff and vendors. JSR will also support up to twelve content pieces for NextDoor.

JSR shall create a campaign content calendar, develop messaging, and post a minimum of one post per week on each platform throughout the contract, when the content is approved in a timely manner. Social media content will be educational and related to industry updates.

To support accurate information dissemination on social media, JSR will hire a network of NextDoor listening vendors to support social listening and positive commentary in El Dorado and Nevada Counties.

Deliverables Due Format
Social media editorial calendar by Within timeframe as agreed upon by JSR Monday.com channel and Pioneer
Monthly social media content and Within three (3) days of receipt of Pioneer's Word, PDF graphics final comments
Social media reporting Submitted monthly PDF

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PR Support - JSR will prepare all aspects of the following as requested by Pioneer:
• Writing, editing, and disseminating press releases, media advisories and feature articles • Developing talking points on various projects and programs • Identifying, planning, and coordinating special events • Arranging radio and television appearances for Pioneer staff as requested • Collaborating with local Public Information Officers in the region to spread key messages JSR will provide a draft of each written or designed deliverable for review and comment by Pioneer. Consultant shall incorporate Pioneer comments and provide a final draft of each identified deliverable prior to dissemination.

Deliverables Due Format
Draft written deliverables as agreed upon Within timeframe as agreed upon by Word by JSR and Pioneer JSR and Pioneer
Final written deliverables Within three (3) days of receipt of Word, Pioneer's final comments PDF
Press reporting from Critical Mention Submitted monthly PDF Customer Satisfaction and Outreach Survey - JSR recommends implementing a 2023 digital customer satisfaction survey that mirrors the survey from 2022 to understand community perceptions throughout Pioneer's service territory and to compare customer satisfaction with baseline data. JSR will create, promote and advertise the customer satisfaction survey. Pioneer will assist by directly calling business accounts.

Deliverables May Include Due Format
Draft survey questions Within timeframe as agreed upon by JSR Word and Pioneer
Final survey deliverables Within three (3) days of receipt of Pioneer Word, PDF comments
Draft survey report Submitted within thirty (30) business days PPT/PDF of survey close
Final survey report Within ten (10) days of receiving all of PPT/PDF Pioneer's final edits
General Support, Account Management and Reporting - JSR will be available for up to one (1) hour-long (60-minute) phone meeting weekly and up to one (1) hour-long in-person meeting monthly. This task can also include executive requests or support with internal team training or handoffs.

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JSR shall prepare and submit a monthly report detailing public outreach efforts conducted and media coverage during the prior month. Monthly reporting will include the following items. • Digital presence as relevant to the public engagement strategy, including:
o Social platforms
o Website
o Social impressions/engagements
o Partner e-news
• Total traditional and earned media, to include:
o News inquiries
o News releases issued
o Number of local news reports
JSR shall prepare and submit a final Program Year-End report, including a summary of the monthly reports and an evaluation of each campaign element, with the relative effectiveness of each. JSR shall include a recommendation for the continuation or elimination of each type of engagement with supporting documentation for each recommendation.

Deliverables Due Format
Monthly Summary Reports Monthly with invoice Word,
PDF
Draft Program Year-End Within one (1) month of final campaign completion Word Report
Final Program Year-End Within ten (10) days of receiving all of Pioneer's Word, Report final edits PDF
Strategic Planning Session with Kim Tucker - JSR will facilitate a hybrid strategic vision session for Pioneer's Governing Board and key staff. The work will occur in the following phases:
• Discover - Consultant will analyze Pioneer's historical documents, collaborate with Pioneer staff to understand current goals and gauge individual Pioneer Board members' priorities.
• Collaborate - Consultant will develop the agenda for review, edits, and approval by Pioneer staff. Upon approving the agenda, Consultant will create presentation materials for Pioneer to distribute to Board members for review.
• Finalize - Based on decisions made within the strategic planning session, Consultant will synthesize the groups' discussion and rework the Pioneer Board-driven priorities, as requested.

Deliverables Due Format
Strategic Planning Kickoff At the discretion of Pioneer's executive team Google Meet Meeting

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Session Agendas One month prior to Board meetings Word
Draft Strategic Plan Within 45 days of finalizing all sessions Word Final Strategic Plan Within ten (10) days of receiving all of PDF, Native Pioneer's final edits Files
Task 2: Paid Media Management
Task (2) two funds will be planned and billed as requested by Pioneer Community Energy and will not be part of regular billing until Pioneer staff agrees to use funds therein. Budgets, therefore, may fluctuate depending on Pioneer's priorities.

Paid Media Procurement and Management -JSR will negotiate and oversee the implementation of all media purchasing on behalf of Pioneer. This oversight includes placement and rate negotiations, reconciliation and payment of invoices, active stewardship of media programs to ensure optimal performance, and providing performance reports and billing backup at agreed-upon intervals.

The first step of this process includes developing a media plan that provides equitable reach throughout Pioneer's service area/territory and establishes Pioneer as a trusted community partner.

Throughout the planning process, market-level nuances play a key role in informing our approach and channel selection. In parts of Placer, El Dorado and Nevada counties, it is important to acknowledge that portions of the market do not have access to high-speed internet. The median ages in all counties are higher than in the rest of the state. These nuances will influence the way we think about and use media to influence audience segments and will require an integrated mix of offline and digital media tactics. Offline media will build and reinforce brand awareness among target audiences. Layered digital media tactics will connect with audience segments at all stages of the decision journey: awareness, consideration, conversion, and loyalty.

Once a media plan is signed by the client, or approved in writing via email, we will pre-bill media for each quarter and launch. From the pre-billed amount, we will process payment to media vendors. We will maintain a detailed accounting of how much has been pre-billed, how much has been paid to vendors, the balance to be spent, and how much is remaining. Credits owed, if any, can either be refunded or reallocated.

Reporting on media success and recommendations for future campaigns will be conducted under task (1) one.

Deliverables Due Format

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Draft Media P!an 2023 - Within forty-five (45) days of contract signing Exce! 2024
Final Media Plan 2023 - Within ten (10) days of receiving all of Pioneer's Excel 2024 final edits
Media Buy Documentation Monthly or as necessary With
Invoice
Task 3: Website and Chatbot Management
Pioneer's website is the place people come to opt out and, as such, is one of the company's key sales agents and the customer's first place to seek answers to their questions. Anywhere from 30-1,300 people visit the site every day, and as such, the website is the organization's most essential customer resource center.

JSR's service includes:
• Managed premium hosting for 100,000 visits/month
• Paid plugin management of premium plugins (Elementor Pro and Add Ons, UserWay, Document Library, Yoast SEO, etc.)
• Availability for support and updates
• Website health and safety support up to 10 hours per month • Monthly maintenance, software updates, security
• Uptime, health, and security monitoring & repair of security issues • Quarterly web strategy meetings
• Chatbot support and creation, as requested
• Chatbot monitoring
Deliverables
Web Strategy Meeting Agenda and Follow-Up
Web Content or Design Elements or Chatbot
Expansions
Timeline - July 1, 2023 - June 30, 2024
Partnership Value Not to Exceed - $1,106,360
Task Total Estimates

to Consultant Services Agreement
Due
Quarterly
Within two weeks of request from
Pioneer
Approximate Hours
Format
Word,
PDF
PDF
Task 1
Task2
Task3
$359,230
$718,300
$28,830
2,350
N$70,000 spend is vendor management for NextDoor listening, photography and videography
160
N$695,550 spend is paid media cost.
190
Approximately $2,500 are platform fees and expenses.

The cost for services JSR Strategies will provide to Pioneer Community Energy ("Client") between July 1, 2023, and June 30, 2024, under the Scope of Work agreed to appear below herein and will not exceed $1,106,360. JSR will bill the Client monthly for hourly time used (rounded to the nearest quarter hour) by staff member as listed below. Client will have payment terms of net 30.

Hours used beyond the approximate hours listed will be billed hourly rates listed below.

Estimates by task are outlined within the scope of work, and hourly estimates, if additional work is requested, are billed at the following rates:

Staff/Expense Rate
Principal I CEO $ 185.00
Sr. Editor and Writer $ 165.00
Account Director $ 150.00
Creative Director $ 150.00
Art Director $ 125.00
Brand Manager $ 125.00
Web Developer $ 125.00
Project $ 100.00
Management
Content Writer $ 100.00
Admin and Billing $ 50.00
Photography or videography services will be pre-scoped and billed as incurred, and any media plan dollars will be billed upfront. JSR Strategies will begin work when authorized in writing by the Client.

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EXHIBIT B

PAYMENT FOR SERVICES RENDERED
Maximum Limit & Fee Schedule
The total amount for services rendered not to exceed$ 1,106,360 And, if applicable
The maximum hourly rate shall not exceed $_1_8_5 __ per hour.

Invoices
Invoices shall include a list of work performed by billable hour including date, hours and services provided. Work performed by Consultant will be subject to final acceptance by Pioneer.

Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, photocopying, in house printing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses. Travel expenses must be authorized in advance in writing by Pioneer.

Submit all invoices to:

Page I of Exhibit B
Pioneer Community Energy
Attn: Eric Acedo
[email protected]
2510 Warren Drive, Suite B
Rocklin, CA 95677
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EXHIBITC

FACILITIES, EQUIPMENT, AND OTHER

MATERIALS, AND OBLIGATIONS OF PIONEER
(Specify all equipment and facilities to be provided or made available by Pioneer, and any other Pioneer obligations.)

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(ty~ically)

NOT APPLICABLE

1. 2.

3. EXHIBITD

HOLD HARMLESS AGREEMENT

AND INSURANCE REQUIREMENTS

HOLD HARMLESS AND INDEMNIFICATION AGREEMENT
The CONSULTANT hereby agrees to protect, defend, indemnify, and hold PIONEER free and harmless from any and all losses, claims, liens, demands, and causes of action of every kind and character including, but not limited to, the amounts of judgments, penalties, interest, court costs, legal fees, and all other expenses incurred by PIONEER arising in favor of any party, including claims, liens, debts, personal injuries, death, or damages to property (including employees or property of PIONEER) and without limitation by enumeration, all other claims or demands of every character occurring or in any way incident to, in connection with or arising directly or indirectly out of, the contract or agreement. CONSULTANT agrees to investigate, handle, respond to, provide defense for, and defend any such claims, demand, or suit at the sole expense of the CONSULTANT. CONSULTANT also agrees to bear all other costs and expenses related thereto, even if the claim or claims alleged are groundless, false, or fraudulent. This provision is not intended to create any cause of action in favor of any third party against CONSULTANT or PIONEER or to enlarge in any way the CONSULTANT'S liability but is intended solely to provide for indemnification of PIONEER from liability for damages or injuries to third persons or property arising from CONSULTANT'S performance pursuant to this contract or agreement.

As used above, the term PIONEER means Pioneer or its officers, agents, employees, and volunteers.

INSURANCE:

CONSULTANT shall file with PIONEER concurrently herewith a Certificate of Insurance, in companies acceptable to PIONEER, with a Best's Rating ofno less than A-:VII showing.

WORKER'S COMPENSATION AND EMPLOYERS LIABILITY INSURANCE:

Worker's Compensation Insurance shall be provided as required by any applicable law or regulation. Employer's liability insurance shall be provided in amounts not less than one million dollars ($1,000,000) each accident for bodily injury by accident, one million dollars ($1,000,000) policy limit for bodily injury by disease, and one million dollars($] .000.000) each employee for bodily injury by disease.

If there is an exposure of injury to CONSULTANT'S employees under the U.S. Longshoremen's and Harbor Worker's Compensation Act, the Jones Act, or under laws, regulations, or statutes applicable to maritime employees, coverage shall be included for such injuries or claims.

Each Worker's Compensation policy shall be endorsed with the following specific language:

Cancellation Notice - "This policy shall not be changed without first giving thirty (30) days prior written notice and ten (I 0) days prior written notice of cancellation for non-payment of premium to Pioneer Community Energy".

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Waiver of Subrogation - The workers' compensation policy shall be endorsed to state that the workers' compensation carrier waives its right of subrogation against Pioneer, its officers, directors, officials, employees, agents or volunteers, which might arise by reason of payment under such policy in connection with performance under this agreement by the CONSULTANT.

CONSULTANT shall require all SUBCONTRACTORS to maintain adequate Workers' Compensation insurance. Certificates of Workers' Compensation shall be filed forthwith with Pioneer upon demand.

4. GENERAL LIABILITY INSURANCE:

A. Comprehensive General Liability or Commercial General Liability insurance covering all operations by or on behalf of CONSULTANT, providing insurance for bodily injury liability and property damage liability for the limits of liability indicated below and including coverage for:
(1) Contractual liability insuring the obligations assumed by CONSULTANT in this Agreement.

B. One of the following forms is required:
( 1) Comprehensive General Liability;
(2) Commercial General Liability (Occurrence); or
(3) Commercial General Liability (Claims Made).

C. If CONSULTANT carries a Comprehensive General Liability policy, the limits of liability shall not be less than a Combined Single Limit for bodily injury, property damage, and Personal Injury Liability of:
-one million dollars ($1,000,000) each occurrence
-Two million dollars ($2,000.000) aggregate
D. If CONSULTANT carries a Commercial General Liability (Occurrence) policy:
(1) The limits of liability shall not be less than:
-one million dollars ($1,000.000) each occurrence (combined single limit for bodily injury and property damage)
-one million dollars ($1,000,000) for Products-Completed Operations -Two million dollars ($2,000,000) General Aggregate
(2) If the policy does not have an endorsement providing that the General Aggregate Limit applies separately, or if defense costs are included in the aggregate limits, then the required aggregate limits shall be two million dollars ($2,000,000).

E. Special Claims Made Policy Form Provisions:

CONSULTANT shall not provide a Commercial General Liability (Claims Made) policy without the express prior written consent of PIONEER, which consent, if given, shall be subject to the following conditions:
(1) The limits of liability shall not be less than:

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-----+One million dollars ($1,000,000) each occurrence (combined single limit for bodily injury and property damage)
-----+One million dollars ($1,000,000) aggregate for Products Completed Operations
-----+ Two million dollars ($2,000.000) General Aggregate (2) The insurance coverage provided by CONSULTANT shall contain language providing coverage up to one (I) year following the completion of the contract in order to provide insurance coverage for the hold harmless provisions herein if the policy is a claims-made policy.

Conformity of Coverages - If more than one policy is used to meet the required coverages, such as a separate umbrella policy, such policies shall be consistent with all other applicable policies used to meet these minimum requirements. For example, all policies shall be Occurrence Liability policies or all shall be Claims Made Liability policies, if approved by Pioneer as noted above. In no cases shall the types of polices be different.

5. ENDORSEMENTS:

Each Comprehensive or Commercial General Liability policy shall be endorsed with the following specific language:

A. "Pioneer Community Energy, its officers, agents, employees, and volunteers are to be covered as insured for all liability arising out of the operations by or on behalf of the named insured in the performance of this Agreement."
B. "The insurance provided by the Consultant, including any excess liability or umbrella form coverage, is primary coverage to Pioneer Community Energy with respect to any insurance or self-insurance programs maintained by Pioneer Community Energy and no insurance held or owned by Pioneer Community Energy shall be called upon to contribute to a loss."
C. "This policy shall not be changed without first giving thirty (30) days prior written notice and ten (10) days prior written notice of cancellation for non-payment of premium to Pioneer Community Energy."

6. AUTOMOBILE LIABILITY INSURANCE:

Automobile Liability insurance covering bodily injury and property damage in an amount no less than one million dollars ($1,000,000) combined single limit for each occurrence.

Covered vehicles shall include owned, non-owned, and hired automobiles/trucks.

7. PROFESSIONAL LIABILITY INSURANCE:

Professional liability insurance which includes coverage for the professional acts, errors and omissions of Consultant in the amount ofat least $1,000,000.

8. PRIVACY AND CYBERSECURITY LIABILITY INSURANCE:

to Consultant Services Agreement
Privacy and cybersecurity liability (including costs arising from data destruction, hacking or intentional breaches, crisis management activity related to data breaches, and legal claims for security breach, privacy violations, and notification costs of at least $5,000,000 US per occurrence.

9. ADDITIONAL REQUIREMENTS:

Premium Payments - The insurance companies shall have no recourse against PIONEER and funding agencies, its officers and employees or any of them for payment of any premiums or assessments under any policy issued by a mutual insurance company.

Policy Deductibles - The CONSULTANT shall be responsible for all deductibles in all of the CONSULTANT's insurance policies. The maximum amount of allowable deductible for insurance coverage required herein shall be $25,000.

CONSULTANT's Obligations - CONSULTANT's indemnity and other obligations shall not be limited by the foregoing insurance requirements and shall survive the expiration of this agreement.

Verification of Coverage - CONSULTANT shall furnish Pioneer with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by Pioneer before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the CONSULTANT's obligation to provide them. Pioneer reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Material Breach - Failure of the CONSULTANT to maintain the insurance required by this agreement, or to comply with any of the requirements of this section, shall constitute a material breach of the entire agreement.

to Consultant Services Agreement

Staff Report – Item 1d
To: The Governing Board
From: Brad Koehn, Director of Finance and Administration Item 1d: Adopt Resolution Approving the Revised Debt Management Policy Date: 7/20/2023

RECOMMENDATION
Adopt resolution approving the revised Debt Management Policy.

BACKGROUND
Pioneer’s Debt Management Policy (“Policy”) was last before the Board in September 2019. The Policy was modeled after Placer County’s Debt Management Policy when Pioneer was managed by County staff. Updating the policy is necessary to correctly reference the appropriate Pioneer staff.

Pursuant to Government Code Section 8855, a local agency is required to provide the California Debt and Investment Advisory Commission a certification, prior to the issuance of public debt, that it has adopted local debt policies concerning the use of debt and that the contemplated debt issuance is consistent with the local agency’s debt policies.

To date, Pioneer’s CCA debt activity has been limited to: (1) acquiring a term loan to pay in full start-up funds provided by the Placer County Treasurer, (2) a Line of Credit for the purpose of issuing Letters of Credit as sometimes required by energy suppliers, and (3) a prepay bond that was issued through a financing conduit that allows Pioneer to realize a discount for certain energy contracts. Although Pioneer’s past debt activity has been limited, the revisions did not change the broader language in the policy sections regarding the Purposes of Debt, Types of Debt, Debt Administration, etc. that would allow Pioneer to respond appropriately to future opportunities that would benefit from a debt issuance.

ANALYSIS & DISCUSSION
The revisions to the Policy include updating titles, clarifying language, and formatting. Other changes include identifying that posting of collateral with energy suppliers as permissible, deletion of a mPOWER paragraph, and the addition of a section on Goals and Objectives added to the Policy.

Goals and Objectives of the Debt Management Policy include:
a. Maintain cost-effective access to capital markets.
b. Maintain a prudent level of financial risk.
c. Preserve future financial flexibility.
d. Finance capital projects, acquisitions, or improvements in a timely and cost-effective manner. e. Manage debt effectively withing Pioneer Board objectives and parameters. f. Achieve and then maintain strong credit ratings and good investor relations. g. Maintain compliance with all relevant laws, reporting, and disclosure requirements. h. Foster integrity in the debt management process.

Plf)NEER

COMMUNITY ENERGY
Agenda Item: 1d Agenda Date: 7/20/2023

STRATEGIC PLAN
Strategic Priority 5: Financial Stability & Strategic Growth. Pioneer operates in a manner that ensures financial stability and delivers customer value.

FISCAL IMPACT
The approval of a revised Debt Management Policy does not have a fiscal impact. However, any future debt issuances would have a fiscal impact and would come back to the Board for approval.

ATTACHMENTS

1. Debt Management Policy with marked changes and deletions.

2. Resolution Approving the Revised Debt Management Policy.

DEBT MANAGEMENT
POLICY
Version: 3.0
Reviewed by: Board of Directors
Adopted by Board: January 1, 2017
Last Revision Approved by Board: July 20, 2023

COMMUNITY ENERGY
Page | 2
Table of Contents
Debt Policy Purpose .........................................................................................................................................................3 Purposes and Goals of Debt.............................................................................................................................................3 Types of Debt ...................................................................................................................................................................4 Relationship to Capital Improvements Program................................................................................................................4 Debt Administration ..........................................................................................................................................................5 Debt Structure Considerations..........................................................................................................................................6 Method of Sale .................................................................................................................................................................6 Refunding of Pioneer Indebtedness .................................................................................................................................7 Interpretation.....................................................................................................................................................................7 Pioneer Community Energy
Debt Management Policy
Page | 3

1. Debt Policy Purpose
Pioneer Community Energy (“Pioneer”) was established under the Joint Exercise of Powers Act, Chapter 5 of Division 7 of Title1 of the California Government Code, commencing with Section 6500 (the"Act") and a Joint Exercise of Powers Agreement for the Establishment of Pioneer Community Energy (the "Agreement") for the purposes including, but not limited to:
1) Providing electric power and other forms of energy to customers at a competitive cost; 2) Promoting long-term electric rate stability and energy security and reliability for residents through local control of electric generation resources and the overall power supply portfolio; 3) Providing collateral to secure energy supply;
4) Carrying out programs that benefit Pioneer customers; 5) Stimulating and sustaining the local economy by developing local jobs in renewable energy; and
6) Reducing greenhouse gas emissions related to the use of electric power and other forms of energy in Pioneer’s service territory;
Pioneer is committed to long-term financial planning, maintaining appropriate reserve levels and employing prudent practices in governance, financial management and budget administration. Pioneer intends to issue debt for the purposes stated in this Debt Management Policy and to implement policy decisions in the annual operations budget. This policy is intended to comply with Section 8855 of the California Government Code.

Goals and Objectives of the Debt Management Policy include:
a. Maintain cost-effective access to capital markets.
b. Maintain a prudent level of financial risk.
c. Preserve future financial flexibility.
d. Finance capital projects, acquisitions, or improvements in a timely and cost-effective manner.
e. Manage debt effectively within Pioneer Board objectives and parameters. f. Achieve and then maintain strong credit ratings and good investor relations. g. Maintain compliance with all relevant laws, reporting, and disclosure requirements. h. Foster integrity in the debt management process.

2. Purposes and Goals of Debt
Pioneer will consider debt financing for the construction, acquisition, rehabilitation, replacement, or expansion of physical assets, including real and personal property, equipment, furnishings, and improvements, and any other uses authorized by the Agreement, for the following purposes:
a. To finance public facilities, energy generating assets, and/or services or programs including, but not limited to, short-term borrowing needs, budget shortfalls, and access to capital for public improvements, infrastructure and equipment. b. To provide collateral for the purpose of securing energy.

Pioneer Community Energy
Debt Management Policy
Page | 4
c. To assist certain private individuals and entities in financing a project or program that produces public benefits consistent with Pioneer’s mission and values. d. To refinance outstanding debt in order to produce debt service savings or to restructure debt for other benefits such as refinancing a bullet payment or a spike in debt service. e. To finance a project or program, consistent with Pioneer’s mission and values, which are intended to provide public benefits to any local community, including its residents, business, or institutions, including but not limited to promoting economic development. f. Any other uses as authorized by statute.

3. Types of Debt
The following types of debt are allowable under this Policy:
a. Conduit revenue bonds or notes
b. General obligation bonds
c. Bond or grant anticipation notes
d. Leases, lease revenue bonds, installment sale or purchase agreements, certificates of participation and lease-purchase transactions
e. Revenue bonds
f. Tax and revenue anticipation notes
g. Land-secured financings, such as special tax revenue bonds issued under the Mello-Roos Community Facilities Act of 1982, as amended, and limited obligation bonds issued under applicable assessment acts, including PACE financings
h. Any other type of debt permitted under the Agreement and authorized by law.

For purposes of this section, the term "bonds" may include notes, warrants, leases, installment purchase agreements, certificates of participation, financing agreements, loan agreements or any other evidence of an obligation to pay or repay money.

Pioneer may from time to time find that other types of debt would be beneficial to further its purposes and may approve such debt without an amendment of this Policy.

This policy includes all debt that must ultimately be approved by the Pioneer Community Energy Board. This policy is not intended to address inter-fund borrowing, interagency borrowing, or investment activities of the Finance Director (“Treasurer”) Director of Finance and Administration (“Finance Director”).

4. Relationship to Capital Improvements Program or Budget, Planning Goals And Objectives Pioneer does not currently have a capital improvement program as its primary purposes described in Section 1 are related to procuring and providing electric power primarily using contractual arrangements and not through the purchase of physical assets.

Pioneer's goal is to undertake programs that advance its purpose, and this Policy provides flexibility for Pioneer to obtain financing to provide energy related assets/products and services including financing programs to further its purpose. Pioneer will strive to utilize conservative financing methods and techniques to obtain the highest practical credit ratings and the lowest practical Pioneer Community Energy
Debt Management Policy
Page | 5
borrowing costs. Pioneer will comply with state and federal law as it pertains to the maximum term of debt, and any applicable procedures for setting and imposing any related assessments, rates and charges.

5. Debt Administration
Debt management will be the responsibility of the Executive Director and the Treasurer Tax Collector, the Finance Director, and Pioneer’s Legal Counsel (“Counsel”) as follows:
a. Reviewing and Recommending Debt Financing: {Executive Director, Finance Director} The Executive Director and Finance Director will be responsible for reviewing, analyzing and recommending new debt issuance and debt financing when appropriate and consistent with this policy. The Pioneer Board will review and approve Pioneer debt financing proposals. b. Leading the Process of Issuance: {Executive Director, Finance Director, Counsel} Officials will work together to selectfinancial advisors, underwriters, bond counsel, disclosure counsel and other members of a financing team. Officials will prepare bond documentation including official statements and will review them for material errors or omissions before such documents can be deemed final.
c. Internal Control Procedures Regarding Use of Debt Proceeds: {Finance Director} Whenever reasonably possible, proceeds of debt used to finance capital improvements will be held by a third-party trustee to whom the Finance Director will submit and execute written requisitions for such proceeds. The Finance Director will be responsible for selecting trustees and other fiscal agents associated with bond and certificate of participation issues. To the extent permitted by bond counsel, the rating agencies or any bond insurer, the Finance Director will serve as Pioneer's fiscal agent on its debt transactions.
d. Continuing Annual Disclosure: {Executive Director, Finance Director} The Securities and Exchange Commission ("SEC") requires that underwriters obtain promises in writing from municipal debt issuers to provide specified financial and operating information on an annual basis for all public offerings. This promise for continuing annual disclosure is set forth in a separate agreement between the issuer and the underwriter who purchases Pioneer's bonds. The Executive Director will oversee the preparation of annual disclosure reports as required under federal law and regulations, and consistent with the continuing disclosure agreement pertaining to that financing. Such reports will be reviewed in the manner of initial official statements.

Under continuing disclosure requirements, Pioneer is obligated to provide ongoing disclosure of material events, including those that are specifically enumerated in the agreement for its public offerings.
e. Arbitrage Administration: {Finance Director}
The Finance Director is charged with responsibility for establishing and maintaining, either directly or through contract, a system of recordkeeping and reporting to meet the arbitrage rebate compliance requirements of the federal tax code. This effort includes tracking investment earnings on bond proceeds, calculating rebate payments in compliance with tax law, and remitting any rebate earnings to the federal government in a timely manner in order to preserve the tax-exempt status of Pioneer's outstanding debt issues.

Pioneer Community Energy
Debt Management Policy
Page | 6
f. Covenant Administration: {Executive Director}
The Executive Director will establish and maintain a system for monitoring the various covenants and commitments established within the documentation of a bond issue and ensuring that Pioneer staff or consultants take such actions as required to comply with the various covenants of a financing.
g. Small Lease-Purchases: {Executive Director}
Pioneer or sub-unit of Pioneer shall not enter into a lease-purchase contract, or incur other form of indebtedness, of more than $50,000 without the express approval of the Board.
h. Investing Bond Proceeds: {Finance Director}
The Finance Director is responsible for investing all bond or certificate of participation proceeds held by Pioneer and directing the investment of all funds held by a trustee under an indenture or trust agreement. Investments will be consistent with those authorized by state and federal law.

6. Debt Structure Considerations
a. Rapidity of Debt Repayment
Borrowing by Pioneer should be of a duration that does not exceed the economic life of the improvement that it finances. The debt repayment term should be shorter than the improvements projected life in an effort to improve Pioneer's credit profile through early retirement of debt, and to recapture debt capacity for future use. Pioneer may choose to structure debt repayment on any particular transaction so as to consolidate or restructure existing obligations or to achieve other financial planning goals. b. Capitalized Interest
Pioneer may include within its borrowings additional funds to pay interest on the obligation during an initial period. Such capitalizing of interest will be most commonly used to secure lease obligations during the project construction period, as generally required under California law, or to secure an improved financing structure for strategic management of cash flow. c. Mello-Roos and Assessment Bonds. The existing "Program Report and Program Manual" contain Pioneer's policies for the mPOWER program. The ED will evaluate programs in light of the total tax rate burden described herein.
c. Short-term Financing
Pioneer will consider issuing Tax and Revenue Anticipation Notes for annual cash flow purposes or other short-term financing instruments to the extent such notes would reduce expenses, increase revenues and/or expedite the meeting of Pioneer goals. d. Variable Rate Debt
Variable rate debt will be considered on a case-by-case basis. The general preference is to issue fixed rate debt.

7. Method of Sale
There are generally three ways bonds can be sold. The following outlines the basis by which Pioneer will determine the appropriate method of sale for a given financing.

Pioneer Community Energy
Debt Management Policy
Page | 7
a. Competitive Process
With a competitive sale, any interested underwriter is invited to submit a proposal to purchase an issue of bonds. The bonds are awarded to the underwriter(s) presenting the best bid according to stipulated criteria set forth in the notice of sale. Pioneer, as a matter of policy, will seek to issue its debt obligations through a competitive process unless it is determined in consultation with the Treasurer/Tax Collector that such a sale method will not produce the best results for Pioneer. This type of sale process is also significantly more likely to give Pioneer higher market exposure which creates an awareness of Pioneer credit that increases market interest in future debt issues of Pioneer. b. Negotiated Sale
Under this method of sale, securities are sold through an exclusive arrangement between the issuer and an underwriter or underwriting syndicate. At the end of successful negotiations, the issue is awarded to the underwriters. Negotiated underwriting may be considered if it fits one or more of the following criteria: extremely small issue size; complex financing structure or nature of the project being financed (i.e., variable rate financing, new derivatives and certain revenues issues, etc.); compromised credit quality of Pioneer or the issue; other issue or market factors which lead the Executive Director and Finance Director to conclude that a competitive sale would not be effective. When determined appropriate by the Executive Director and Finance Director, and approved by the Board, Pioneer may elect to sell its debt obligations through a negotiated sale. c. Private Placement
When determined appropriate, usually in the case of a very small issue, Pioneer may elect to sell its debt obligations through a private placement or limited public offering. Selection of a lender or placement agent will be made pursuant to selection procedures developed by the Executive Director and Finance Director.

8. Refunding of Pioneer Indebtedness
The Executive Director will monitor Pioneer's existing indebtedness and will initiate the refunding of such obligations if it would generate a reasonable level of savings. The following guidelines will be used in determining whether a refunding would be appropriate. a. Debt Service Savings - Advance Refunding
Pioneer may issue advance refunding bonds (as defined by federal tax law) when advantageous, legally permissible, financially prudent, and net present value savings, expressed as a percentage of the par amount of the refunded bonds, equal or exceed 5%.

The Pioneer Board may approve a lower savings threshold to the extent that such a threshold is appropriate given the specific conditions of the proposed refunding. b. Debt Service Savings - Current Refunding
Pioneer may issue current refunding bonds (as defined by federal tax law) when advantageous, legally permissible, and financially prudent, and net present value savings equal or exceed 3% of the outstanding amount of refunded bonds.

9. Interpretation
This Policy is intended to be interpreted in a manner consistent with Pioneer's existing policies Pioneer Community Energy
Debt Management Policy
Page | 8
and program guidelines and shall be subject to any contrary provisions thereof. The Board may, by resolution, waive any provision of this Policy, with respect to a particular debt issue.

Before the Governing Board of
Pioneer Community Energy
Resolution No.: ____________
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held July 20, 2023 by the following vote on roll call:

Ayes:

Noes:

Absent:

Signed and approved by me after its passage.
______________________________
Chair of the Governing Board
Attest:
_______________________
Secretary
WHEREAS, the California Government Codes Section 8855 directs California public agencies that issue debt must adopt a debt management policy that meet certain criteria; and WHEREAS, the Policy was last approved in September 2019 when Pioneer was managed by County staff and updating the Policy is necessary to correctly reference the appropriate Pioneer staff; and
WHEREAS, the Policy updated titles, clarifying language, and formatting and clarified the use of debt for posting of collateral with energy suppliers; and WHEREAS, Goals and Objectives have been added to the Policy and the closed program mPOWER sections have been deleted; and
WHEREAS, the previous Debt Policy with marked changes and updates and the updated Debt Policy has been presented to the Board.

BE IT RESOLVED, the Governing Board of Pioneer Community Energy, State of California, hereby approves the Debt Management Policy as presented in Attachment A.

This Resolution shall take effect immediately upon its adoption.

Attachments:

A: Debt Management Policy

In the matter of: Resolution Approving the Updated
Debt Management Policy

DEBT MANAGEMENT
POLICY
Version: 3.0
Reviewed by: Board of Directors
Adopted by Board: January 1, 2017
Last Revision Approved by Board: July 20, 2023

COMMUNITY ENERGY
Page | 2
Table of Contents
Debt Policy Purpose .........................................................................................................................................................3 Purposes and Goals of Debt.............................................................................................................................................3 Types of Debt ...................................................................................................................................................................3 Relationship to Capital Improvements Program................................................................................................................4 Debt Administration ..........................................................................................................................................................4 Debt Structure Considerations..........................................................................................................................................5 Method of Sale .................................................................................................................................................................6 Refunding of Pioneer Indebtedness .................................................................................................................................7 Interpretation.....................................................................................................................................................................7 Pioneer Community Energy
Debt Management Policy
Page | 3

1. Debt Policy Purpose
Pioneer is committed to long-term financial planning, maintaining appropriate reserve levels and employing prudent practices in governance, financial management and budget administration. Pioneer intends to issue debt for the purposes stated in this Debt Management Policy and to implement policy decisions in the annual operations budget. This policy is intended to comply with Section 8855 of the California Government Code.

Goals and Objectives of the Debt Management Policy include:
a. Maintain cost-effective access to capital markets.
b. Maintain a prudent level of financial risk.
c. Preserve future financial flexibility.
d. Finance capital projects, acquisitions, or improvements in a timely and cost-effective manner.
e. Manage debt effectively within Pioneer Board objectives and parameters. f. Achieve and then maintain strong credit ratings and good investor relations. g. Maintain compliance with all relevant laws, reporting, and disclosure requirements. h. Foster integrity in the debt management process.

2. Purposes and Goals of Debt
Pioneer will consider debt financing for the following purposes:
a. To finance public facilities, energy generating assets, and/or services or programs including, but not limited to, short-term borrowing needs, budget shortfalls, and access to capital for public improvements, infrastructure and equipment. b. To provide collateral for the purpose of securing energy. c. To assist certain private individuals and entitiesin financing a project or program that produces public benefits consistent with Pioneer’s mission and values. d. To refinance outstanding debt in order to produce debt service savings or to restructure debt for other benefits such as refinancing a bullet payment or a spike in debt service. e. To finance a project or program, consistent with Pioneer’s mission and values, which are intended to provide public benefits to any local community, including its residents, business, or institutions, including but not limited to promoting economic development. f. And any other uses as authorized by statute.

3. Types of Debt
The following types of debt are allowable under this Policy:
a. Conduit revenue bonds or notes
b. General obligation bonds
c. Bond or grant anticipation notes
d. Leases, lease revenue bonds, installment sale or purchase agreements, certificates of participation and lease-purchase transactions
Pioneer Community Energy
Debt Management Policy
Page | 4
e. Revenue bonds
f. Tax and revenue anticipation notes
g. Any other type of debt permitted under the Agreement and authorized by law.

For purposes of this section, the term "bonds" may include notes, warrants, leases, installment purchase agreements, certificates of participation, financing agreements, loan agreements or any other evidence of an obligation to pay or repay money.

Pioneer may from time to time find that other types of debt would be beneficial to further its purposes and may approve such debt without an amendment of this Policy.

This policy includes all debt that must ultimately be approved by the Pioneer Community Energy Board. This policy is not intended to address inter-fund borrowing, interagency borrowing, or investment activities of the Director of Finance and Administration (“Finance Director”).

4. Relationship to Capital Improvements Program
Pioneer does not currently have a capital improvement program as its primary purposes described in Section 1 are related to procuring and providing electric power primarily using contractual arrangements and not through the purchase of physical assets.

Pioneer's goal is to undertake programs that advance its purpose, and this Policy provides flexibility for Pioneer to obtain financing to provide energy related assets/products and services including financing programs to further its purpose. Pioneer will strive to utilize conservative financing methods and techniques to obtain the highest practical credit ratings and the lowest practical borrowing costs. Pioneer will comply with state and federal law as it pertains to the maximum term of debt, and any applicable procedures for setting and imposing any related assessments, rates and charges.

5. Debt Administration
Debt management will be the responsibility of the Executive Director, the Finance Director, and Pioneer’s Legal Counsel (“Counsel”) as follows:
a. Reviewing and Recommending Debt Financing: {Executive Director, Finance Director} The Executive Director and Finance Director will be responsible for reviewing, analyzing and recommending new debt issuance and debt financing when appropriate and consistent with this policy. The Pioneer Board will review and approve Pioneer debt financing proposals. b. Leading the Process of Issuance: {Executive Director, Finance Director, Counsel} Officials will work together to selectfinancial advisors, underwriters, bond counsel, disclosure counsel and other members of a financing team. Officials will prepare bond documentation including official statements and will review them for material errors or omissions before such documents can be deemed final.
c. Internal Control Procedures Regarding Use of Debt Proceeds: {Finance Director} Whenever reasonably possible, proceeds of debt used to finance capital improvements will be held by a third-party trustee to whom the Finance Director will submit and execute written requisitions for such proceeds. The Finance Director will be responsible for selecting trustees and other fiscal agents associated with bond and certificate of Pioneer Community Energy
Debt Management Policy
Page | 5
participation issues. To the extent permitted by bond counsel, the rating agencies or any bond insurer, the Finance Director will serve as Pioneer's fiscal agent on its debt transactions.
d. Continuing Annual Disclosure: {Executive Director, Finance Director} The Securities and Exchange Commission ("SEC") requires that underwriters obtain promises in writing from municipal debt issuers to provide specified financial and operating information on an annual basis for all public offerings. This promise for continuing annual disclosure is set forth in a separate agreement between the issuer and the underwriter who purchases Pioneer's bonds. The Executive Director will oversee the preparation of annual disclosure reports as required under federal law and regulations, and consistent with the continuing disclosure agreement pertaining to that financing. Such reports will be reviewed in the manner of initial official statements.

Under continuing disclosure requirements, Pioneer is obligated to provide ongoing disclosure of material events, including those that are specifically enumerated in the agreement for its public offerings.
e. Arbitrage Administration: {Finance Director}
The Finance Director is charged with responsibility for establishing and maintaining, either directly or through contract, a system of recordkeeping and reporting to meet the arbitrage rebate compliance requirements of the federal tax code. This effort includes tracking investment earnings on bond proceeds, calculating rebate payments in compliance with tax law, and remitting any rebate earnings to the federal government in a timely manner in order to preserve the tax-exempt status of Pioneer's outstanding debt issues.
f. Covenant Administration: {Executive Director}
The Executive Director will establish and maintain a system for monitoring the various covenants and commitments established within the documentation of a bond issue and ensuring that Pioneer staff or consultants take such actions as required to comply with the various covenants of a financing.
g. Small Lease-Purchases: {Executive Director}
Pioneer or sub-unit of Pioneer shall not enter into a lease-purchase contract, or incur other form of indebtedness, of more than $50,000 without the express approval of the Board.
h. Investing Bond Proceeds: {Finance Director}
The Finance Director is responsible for investing all bond or certificate of participation proceeds held by Pioneer and directing the investment of all funds held by a trustee under an indenture or trust agreement. Investments will be consistent with those authorized by state and federal law.

6. Debt Structure Considerations
a. Rapidity of Debt Repayment
Borrowing by Pioneer should be of a duration that does not exceed the economic life of the improvement that it finances. The debt repayment term should be shorter than the improvements projected life in an effort to improve Pioneer's credit profile through early retirement of debt, and to recapture debt capacity for future use. Pioneer may choose to structure debt repayment on any particular transaction so as to consolidate Pioneer Community Energy
Debt Management Policy
Page | 6
or restructure existing obligations or to achieve other financial planning goals. b. Capitalized Interest
Pioneer may include within its borrowings additional funds to pay interest on the obligation during an initial period. Such capitalizing of interest will be most commonly used to secure lease obligations during the project construction period, as generally required under California law, or to secure an improved financing structure for strategic management of cash flow.
c. Short-term Financing
Pioneer will consider issuing Tax and Revenue Anticipation Notes for annual cash flow purposes or other short-term financing instruments to the extent such notes would reduce expenses, increase revenues and/or expedite the meeting of Pioneer goals. d. Variable Rate Debt
Variable rate debt will be considered on a case-by-case basis. The general preference is to issue fixed rate debt.

7. Method of Sale
There are generally three ways bonds can be sold. The following outlines the basis by which Pioneer will determine the appropriate method of sale for a given financing. a. Competitive Process
With a competitive sale, any interested underwriter is invited to submit a proposal to purchase an issue of bonds. The bonds are awarded to the underwriter(s) presenting the best bid according to stipulated criteria set forth in the notice of sale. Pioneer, as a matter of policy, will seek to issue its debt obligations through a competitive process unless it is determined that such a sale method will not produce the best results for Pioneer. This type of sale process is also significantly more likely to give Pioneer higher market exposure which creates an awareness of Pioneer credit that increases market interest in future debt issues of Pioneer.
b. Negotiated Sale
Under this method of sale, securities are sold through an exclusive arrangement between the issuer and an underwriter or underwriting syndicate. At the end of successful negotiations, the issue is awarded to the underwriters. Negotiated underwriting may be considered if it fits one or more of the following criteria: extremely small issue size; complex financing structure or nature of the project being financed (i.e., variable rate financing, new derivatives and certain revenues issues, etc.); compromised credit quality of Pioneer or the issue; other issue or market factors which lead the Executive Director and Finance Director to conclude that a competitive sale would not be effective. When determined appropriate by the Executive Director and Finance Director, and approved by the Board, Pioneer may elect to sell its debt obligations through a negotiated sale. c. Private Placement
When determined appropriate, usually in the case of a very small issue, Pioneer may elect to sell its debt obligations through a private placement or limited public offering. Selection of a lender or placement agent will be made pursuant to selection procedures developed by the Executive Director and Finance Director.

Pioneer Community Energy
Debt Management Policy
Page | 7

8. Refunding of Pioneer Indebtedness
The Executive Director will monitor Pioneer's existing indebtedness and will initiate the refunding of such obligations if it would generate a reasonable level of savings. The following guidelines will be used in determining whether a refunding would be appropriate. a. Debt Service Savings - Advance Refunding
Pioneer may issue advance refunding bonds (as defined by federal tax law) when advantageous, legally permissible, financially prudent, and net present value savings, expressed as a percentage of the par amount of the refunded bonds, equal or exceed 5%.

The Pioneer Board may approve a lower savings threshold to the extent that such a threshold is appropriate given the specific conditions of the proposed refunding. b. Debt Service Savings - Current Refunding
Pioneer may issue current refunding bonds (as defined by federal tax law) when advantageous, legally permissible, and financially prudent, and net present value savings equal or exceed 3% of the outstanding amount of refunded bonds.

9. Interpretation
This Policy is intended to be interpreted in a manner consistent with Pioneer's existing policies and program guidelines and shall be subject to any contrary provisions thereof. The Board may, by resolution, waive any provision of this Policy, with respect to a particular debt issue.

Staff Report – Item 1e
To: The Governing Board
From: Alexia Retallack, Customer Care Manager
Item 1e: Annual Joint Rate Mailer
Date: 7/20/2023

RECOMMENDATION
Receive update on Joint Rate Mailer, plans for distribution and samples of the digital and printed versions.

BACKGROUND
The California Public Utilities Commission (CPUC) adopted a Community Choice Aggregation (CCA) Code of Conduct in Decision 12-12-036, which requires PG&E and CCAs to annually collaborate and produce a Joint Rate Mailer (JRM) to be sent to their shared customers on or before July 1st of each year.

Per Section 3 of the Code of Conduct, the JRM must be a neutral, complete and accurate written comparison of the average tariffs for each customer class; present sample bills for a mutually agreed upon amount of usage under a selection of representative tariffs; and provide generation portfolio content. Rates representing general classes include Time-of-Use C (residential), B-1 (small commercial/industrial), B-10 (medium commercial/industrial), and B-19 (large commercial/industrial). It must also present the power mix of each utility’s product offering: PG&E power mix, Pioneer Standard, and Pioneer Green100.

PG&E and Pioneer partner in design, production, and distribution of the JRM to maximize efficiency and achieve greatest cost savings. PG&E prepares the printed file, and Pioneer coordinates printing and mailing, allowing for local procurement. Pioneer creates the digital files for Pioneer’s email platform, GovDelivery, and PG&E prepares all mail and email lists. The JRM must be mailed to all account holders within the service area (both bundled and unbundled customers). This approach results in printing and postage savings of 50 to 75% depending upon the number of customers who prefer mailed communications or who have bad email addresses.

ANALYSIS & DISCUSSION
Normally, the JRMs must be mailed by July 1. However, PG&E submitted Advice Letter 6949-E on May 22, 2023, requesting a rate design change for residential time-of-use rate schedule E-TOU-C, effective June 1. E-TOU-C is now the default residential rate, and it is the rate PG&E intended to use as the comparative residential rate on the JRM. PG&E asked if the CCAs in its territory would agree to an extension request to allow distribution of the JRM by September 1, 2023 to accommodate the rate change. The CCAs agreed, and the CPUC approved.

STRATEGIC PLAN
This item supports local engagement and quality in service.

FISCAL IMPACT
No additional budget impacts beyond previously scheduled expenditure.

ATTACHMENTS

1. Joint Rate Mailer Printed Versions for TOU-C, B-1, B-10 and B-19 rate schedules.

2. Joint Rate Mailer Digital Versions for TOU-C, B-1, B-10 and B-19 rate schedules.

Plf)NEER

COMMUNITY ENERGY
Pacific Gas and Electric Company
P.O. Box 997320
Sacramento, CA 95899-7320
We support your power to choose
As part of our mutual commitment to support your energy choice, Pioneer Community Energy (Pioneer) and Pacific Gas and Electric Company (PG&E) have partnered to provide you with a comparison of typical commercial electric rates, average monthly charges and generation portfolio contents.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer’s generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.

Understanding your energy choice
2023 Commercial Electric Rate Comparison, B-1* Standard Green100 Generation Rate ($/kWh) $0.13670 $0.12385 $0.13473
PG&E Delivery Rate ($/kWh) $0.20003 $0.20003 $0.20003
PG&E PCIA/FF ($/kWh) $0.01351 $0.00383 $0.00383
Total Electricity Cost ($/kWh) $0.35024 $0.32771 $0.33859 Average Monthly Bill ($) $380.67 $356.18 $368.01
*This compares electricity costs for an average small commercial customer in the Pioneer/PG&E service area (Placer County) with an average monthly usage of 1,087 kilowatt-hours (kWh). This is based on a representative 12-month billing history for all customers on B-1 rate schedules for PG&E’s and Pioneer’s published rates as of June 1, 2023.

Generation Rate is the cost of creating electricity to power your business. The generation rate varies based on your energy provider and the resources included in your energy provider’s generation supply.

PG&E Delivery Rate is a charge assessed by PG&E to deliver electricity to your business. The PG&E delivery rate depends on your electricity usage, but is charged equally to both Pioneer and PG&E customers.

PG&E PCIA/FF The PCIA is a charge to ensure that both PG&E customers and those who have left PG&E service to purchase electricity from other providers pay the above market costs for generation resources that were procured by PG&E on their behalf. “Above market” refers to expenditures for electric generation resources that cannot be fully recovered through sales of these resources at current market prices. PG&E acts as a collection agent for the FF surcharge, which is levied by the California Public Utilities Commission on behalf of cities and counties in PG&E’s service territory for all customers. PG&E bundled customers pay the PCIA and FF fees associated with the most currently available vintage year. PG&E charges Pioneer customers the PCIA and FF fees based on the year that they transitioned to Pioneer service. Visit pioneercommunityenergy.org for more information.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer’s generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.
©2023 Pioneer Community Energy. All rights reserved.
“PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. ©2023 Pacific Gas and Electric Company. All rights reserved. 6.23 CCC-0623-6372 Electric Power
Generation Mix* Standard Green100***
Specific Purchases Percent of Total Retail Sales (MWh)
Renewable 38.3% 44.1% 100.0%
•Biomass & Biowaste**** 4.6% 0.6% 0.0%
•Geothermal 0.5% 6.1% 0.0%
•Eligible Hydroelectric 1.8% 2.7% 22.0%
•Solar Electric 22.0% 11.5% 28.0%
•Wind 9.4% 23.3% 50.0%
Coal 0.0% 0.0% 0.0%
Large Hydroelectric 7.6% 1.3% 0.0%
Natural Gas 4.8% 0.0% 0.0%
Nuclear 49.3% 27.6% 0.0%
Other 0.0% 0.0% 0.0%
Unspecified Sources
of Power**

0.0% 27.0% 0.0%
TOTAL 100% 100% 100%
*As reported to the California Energy Commission’s Power Source Disclosure Program. Data is subject to an independent audit and verification that will not be completed until later in 2023. The figures above may not sum up to 100 percent due to rounding.
**Unspecified sources of power refers to electricity that is not traceable to a specific generating facility, such as electricity traded through open market transactions. Unspecified sources of power are typically a mix of all resource types, and may include renewables. ***Power mix is estimated for 2023, is subject to change, and will be verified with the 2023 PCL.
****5% of retail sales is covered by Unbundle REC’s.

For information, visit:

Para detalles de este programa en español, visite:
參閱本計劃中文版本, 請上網:
pioneercommunityenergy.org
Pacific Gas and Electric Company
P.O. Box 997320
Sacramento, CA 95899-7320
We support your power to choose
As part of our mutual commitment to support your energy choice, Pioneer Community Energy (Pioneer) and Pacific Gas and Electric Company (PG&E) have partnered to provide you with a comparison of typical commercial electric rates, average monthly charges and generation portfolio contents.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer’s generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.

Understanding your energy choice
2023 Commercial Electric Rate Comparison, B-10S* Standard Green100 Generation Rate ($/kWh) $0.14316 $0.12975 $0.14063
PG&E Delivery Rate ($/kWh) $0.16284 $0.16284 $0.16284
PG&E PCIA/FF ($/kWh) $0.01424 $0.00404 $0.00404
Total Electricity Cost ($/kWh) $0.32024 $0.29663 $0.30751 Average Monthly Bill ($) $4,872.24 $4,513.03 $4,678.56
*This compares electricity costs for an average commercial customer in the Pioneer/PG&E service area (Placer County) with an average monthly demand of 58 kW and an average monthly usage of 15,214 kilowatt-hours (kWh).

This is based on a representative 12-month billing history for all customers on B-10S rate schedules for PG&E’s and Pioneer’s published rates as of June 1, 2023.

Generation Rate is the cost of creating electricity to power your business. The generation rate varies based on your energy provider and the resources included in your energy provider’s generation supply.

PG&E Delivery Rate is a charge assessed by PG&E to deliver electricity to your business. The PG&E delivery rate depends on your electricity usage, but is charged equally to both Pioneer and PG&E customers.

PG&E PCIA/FF The PCIA is a charge to ensure that both PG&E customers and those who have left PG&E service to purchase electricity from other providers pay the above market costs for generation resources that were procured by PG&E on their behalf. “Above market” refers to expenditures for electric generation resources that cannot be fully recovered through sales of these resources at current market prices. PG&E acts as a collection agent for the FF surcharge, which is levied by the California Public Utilities Commission on behalf of cities and counties in PG&E’s service territory for all customers. PG&E bundled customers pay the PCIA and FF fees associated with the most currently available vintage year. PG&E charges Pioneer customers the PCIA and FF fees based on the year that they transitioned to Pioneer service. Visit pioneercommunityenergy.org for more information.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer’s generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.
©2023 Pioneer Community Energy. All rights reserved.
“PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. ©2023 Pacific Gas and Electric Company. All rights reserved. 6.23 CCC-0623-6373 Electric Power
Generation Mix* Standard Green100***
Specific Purchases Percent of Total Retail Sales (MWh)
Renewable 38.3% 44.1% 100.0%
•Biomass & Biowaste**** 4.6% 0.6% 0.0%
•Geothermal 0.5% 6.1% 0.0%
•Eligible Hydroelectric 1.8% 2.7% 22.0%
•Solar Electric 22.0% 11.5% 28.0%
•Wind 9.4% 23.3% 50.0%
Coal 0.0% 0.0% 0.0%
Large Hydroelectric 7.6% 1.3% 0.0%
Natural Gas 4.8% 0.0% 0.0%
Nuclear 49.3% 27.6% 0.0%
Other 0.0% 0.0% 0.0%
Unspecified Sources
of Power**

0.0% 27.0% 0.0%
TOTAL 100% 100% 100%
*As reported to the California Energy Commission’s Power Source Disclosure Program. Data is subject to an independent audit and verification that will not be completed until later in 2023. The figures above may not sum up to 100 percent due to rounding.
**Unspecified sources of power refers to electricity that is not traceable to a specific generating facility, such as electricity traded through open market transactions. Unspecified sources of power are typically a mix of all resource types, and may include renewables. ***Power mix is estimated for 2023, is subject to change, and will be verified with the 2023 PCL.
****5% of retail sales is covered by Unbundle REC’s.

For information, visit:

Para detalles de este programa en español, visite:
參閱本計劃中文版本, 請上網:
pioneercommunityenergy.org
Pacific Gas and Electric Company
P.O. Box 997320
Sacramento, CA 95899-7320
We support your power to choose
As part of our mutual commitment to support your energy choice, Pioneer Community Energy (Pioneer) and Pacific Gas and Electric Company (PG&E) have partnered to provide you with a comparison of typical commercial electric rates, average monthly charges and generation portfolio contents.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer’s generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.

Understanding your energy choice
2023 Commercial Electric Rate Comparison, B-19SV* Standard Green100 Generation Rate ($/kWh) $0.13234 $0.12007 $0.13095
PG&E Delivery Rate ($/kWh) $0.12978 $0.12978 $0.12978
PG&E PCIA/FF ($/kWh) $0.01338 $0.00380 $0.00380
Total Electricity Cost ($/kWh) $0.27550 $0.25365 $0.26453 Average Monthly Bill ($) $4,298.02 $3,957.15 $4,126.88
*This compares electricity costs for an average commercial customer in the Pioneer/PG&E service area (Placer County) with an average monthly demand of 39 kW and an average monthly usage of 15,601 kilowatt-hours (kWh).

This is based on a representative 12-month billing history for all customers on B-19SV rate schedules for PG&E’s and Pioneer’s published rates as of June 1, 2023.

Generation Rate is the cost of creating electricity to power your business. The generation rate varies based on your energy provider and the resources included in your energy provider’s generation supply.

PG&E Delivery Rate is a charge assessed by PG&E to deliver electricity to your business. The PG&E delivery rate depends on your electricity usage, but is charged equally to both Pioneer and PG&E customers.

PG&E PCIA/FF The PCIA is a charge to ensure that both PG&E customers and those who have left PG&E service to purchase electricity from other providers pay the above market costs for generation resources that were procured by PG&E on their behalf. “Above market” refers to expenditures for electric generation resources that cannot be fully recovered through sales of these resources at current market prices. PG&E acts as a collection agent for the FF surcharge, which is levied by the California Public Utilities Commission on behalf of cities and counties in PG&E’s service territory for all customers. PG&E bundled customers pay the PCIA and FF fees associated with the most currently available vintage year. PG&E charges Pioneer customers the PCIA and FF fees based on the year that they transitioned to Pioneer service. Visit pioneercommunityenergy.org for more information.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer’s generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.
©2023 Pioneer Community Energy. All rights reserved.
“PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. ©2023 Pacific Gas and Electric Company. All rights reserved. 6.23 CCC-0623-6374 Electric Power
Generation Mix* Standard Green100***
Specific Purchases Percent of Total Retail Sales (MWh)
Renewable 38.3% 44.1% 100.0%
•Biomass & Biowaste**** 4.6% 0.6% 0.0%
•Geothermal 0.5% 6.1% 0.0%
•Eligible Hydroelectric 1.8% 2.7% 22.0%
•Solar Electric 22.0% 11.5% 28.0%
•Wind 9.4% 23.3% 50.0%
Coal 0.0% 0.0% 0.0%
Large Hydroelectric 7.6% 1.3% 0.0%
Natural Gas 4.8% 0.0% 0.0%
Nuclear 49.3% 27.6% 0.0%
Other 0.0% 0.0% 0.0%
Unspecified Sources
of Power**

0.0% 27.0% 0.0%
TOTAL 100% 100% 100%
*As reported to the California Energy Commission’s Power Source Disclosure Program. Data is subject to an independent audit and verification that will not be completed until later in 2023. The figures above may not sum up to 100 percent due to rounding.
**Unspecified sources of power refers to electricity that is not traceable to a specific generating facility, such as electricity traded through open market transactions. Unspecified sources of power are typically a mix of all resource types, and may include renewables. ***Power mix is estimated for 2023, is subject to change, and will be verified with the 2023 PCL.
****5% of retail sales is covered by Unbundle REC’s.

For information, visit:

Para detalles de este programa en español, visite:
參閱本計劃中文版本, 請上網:
pioneercommunityenergy.org
Pacific Gas and Electric Company
P.O. Box 997320
Sacramento, CA 95899-7320
We support your power to choose
As part of our mutual commitment to support your energy choice, Pioneer Community Energy (Pioneer) and Pacific Gas and Electric Company (PG&E) have partnered to provide you with a comparison of typical residential electric rates, average monthly charges and generation portfolio contents.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer’s generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.

Understanding your energy choice
2023 Residential Electric Rate Comparison, E-TOUC* Standard Green100 Generation Rate ($/kWh) $0.13881 $0.12655 $0.13743
PG&E Delivery Rate ($/kWh) $0.20892 $0.20892 $0.20892
PG&E PCIA/FF ($/kWh) $0.01412 $0.00400 $0.00400
Total Electricity Cost ($/kWh) $0.36185 $0.33947 $0.35035 Average Monthly Bill ($) $236.84 $222.19 $229.31
*This compares electricity costs for an average residential customer in the Pioneer/PG&E service area (Placer County) with an average monthly usage of 655 kilowatt-hours (kWh). This is based on a representative 12-month billing history for all customers on E-TOUC rate schedules for PG&E’s and Pioneer’s published rates as of June 1, 2023.

Generation Rate is the cost of creating electricity to power your home. The generation rate varies based on your energy provider and the resources included in your energy provider’s generation supply.

PG&E Delivery Rate is a charge assessed by PG&E to deliver electricity to your home. The PG&E delivery rate depends on your electricity usage, but is charged equally to both Pioneer and PG&E customers.

PG&E PCIA/FF The PCIA is a charge to ensure that both PG&E customers and those who have left PG&E service to purchase electricity from other providers pay the above market costs for generation resources that were procured by PG&E on their behalf. “Above market” refers to expenditures for electric generation resources that cannot be fully recovered through sales of these resources at current market prices. PG&E acts as a collection agent for the FF surcharge, which is levied by the California Public Utilities Commission on behalf of cities and counties in PG&E’s service territory for all customers. PG&E bundled customers pay the PCIA and FF fees associated with the most currently available vintage year. PG&E charges Pioneer customers the PCIA and FF fees based on the year that they transitioned to Pioneer service. Visit pioneercommunityenergy.org for more information.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer’s generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.
©2023 Pioneer Community Energy. All rights reserved.
“PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. ©2023 Pacific Gas and Electric Company. All rights reserved. 6.23 CCC-0623-6371 Electric Power
Generation Mix* Standard Green100***
Specific Purchases Percent of Total Retail Sales (MWh)
Renewable 38.3% 44.1% 100.0%
•Biomass & Biowaste**** 4.6% 0.6% 0.0%
•Geothermal 0.5% 6.1% 0.0%
•Eligible Hydroelectric 1.8% 2.7% 22.0%
•Solar Electric 22.0% 11.5% 28.0%
•Wind 9.4% 23.3% 50.0%
Coal 0.0% 0.0% 0.0%
Large Hydroelectric 7.6% 1.3% 0.0%
Natural Gas 4.8% 0.0% 0.0%
Nuclear 49.3% 27.6% 0.0%
Other 0.0% 0.0% 0.0%
Unspecified Sources
of Power**

0.0% 27.0% 0.0%
TOTAL 100% 100% 100%
*As reported to the California Energy Commission’s Power Source Disclosure Program. Data is subject to an independent audit and verification that will not be completed until later in 2023. The figures above may not sum up to 100 percent due to rounding.
**Unspecified sources of power refers to electricity that is not traceable to a specific generating facility, such as electricity traded through open market transactions. Unspecified sources of power are typically a mix of all resource types, and may include renewables. ***Power mix is estimated for 2023, is subject to change, and will be verified with the 2023 PCL.
****5% of retail sales is covered by Unbundle REC’s.

For information, visit:

Para detalles de este programa en español, visite:
參閱本計劃中文版本, 請上網:
pioneercommunityenergy.org
View as a webpage / Share
Plf)NEEA

COMMUNITY ENEAGV

WE SUPPORT YOUR RIGHT TO CHOOSE
As part of our mutual commitment to support your energy choice, Pioneer Community Energy (Pioneer) and Pacific Gas and Electric Company (PG&E) have partnered to provide you with a comparison of typical commercial electric rates, average monthly charges and generation portfolio contents.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer's generation rates, please visit pioneercommunityenergy. org or call 1-844-937-7 466.

UNDERSTANDING YOUR ENERGY CHOICE
Standard
SO 13670 5(112385
$0.20003 $0.20003
S0.01351 SCJ.00383 $000383
$0.35024 $0.32771 S0.33a59
[email protected] Monthly B,ll IS] I $J80.67 $356. Hl i $368 .01 *This compares electricity costs for an average small commercial customer in the Pioneer/PG&E service area (Placer County) with an average monthly usage of 1,087 kilowatt-hours (kWh). This is based on a representative 12-month billing history for all customers on B-1 rate schedules for PG&E's and Pioneer's published rates as of June 1, 2023.

Generation Rate is the cost of creating electricity to power your business. The generation rate varies based on your energy provider and the resources included in your energy provider's generation supply.

PG&E Delivery Rate is a charge assessed by PG&E to deliver electricity to your business. The PG&E delivery rate depends on your electricity usage, but is charged equally to both Pioneer and PG&E customers.

PG&E PCIA/FF The PCIA is a charge to ensure that both PG&E customers and those who have left PG&E service to purchase electricity from other providers pay the above market costs for generation resources that were procured by PG&E on their behalf. "Above market" refers to expenditures for electric generation resources that cannot be fully recovered through sales of these resources at current market prices. PG&E acts as a collection agent for the FF surcharge, which is levied by the California Public Utilities Commission on behalf of cities and counties in PG&E's service territory for all customers. PG&E bundled customers pay the PCIA and FF fees associated with the most currently available vintage year. PG&E charges Pioneer customers the PCIA and FF fees based on the year that they transitioned to Pioneer service. Visit pioneercommunityenerqy.orq for more information.

If this comparison does not address your specific rate, please visit PG&E online at pqe.com/cca or call 1-866-743-0335. For information on Pioneer's generation rates, please visit pioneercommunityenerqy.orq or call 1-844-937-7466.

Pl~tNEEA

COMMUNITY ENERGY
Electric Power
Generation Mix*
Renewable 38.3% 44.1% 100.0%
• Biomass & Biowaste**** 4.6% 0.6% 0.0%
•Geothermal 0.5% 6.1% 0.0%
• Eligible Hydroelectric 1.8% 2.7% 22.0%
•Solar Electric 22.0% 11.5% 28.0%
•Wind 9.4% 23.3% 50.0%
Coal 0.0% 0.0% 0.0%
Large Hydroelectric 7.6% 1.3% 0.0%
Natural Gas 4.8% 0.0% 0.0%
Nuclear 49.3% 27.6% 0.0%
Other 0.0% 0.0% 0.0%
Unspecified Sources 0.0% 27.0% 0.0%
of Power**
*As reported to the California Energy Commission's Power Source Disclosure Program. Data is subject to an independent audit and verification that will not be completed until later in 2023. The figures above may not sum up to 100 percent due to rounding.
**Unspecified sources of power refers to electricity that is not traceable to a specific generating facility, such as electricity traded through open market transactions. Unspecified sources of power are typically a mix of all resource types and may include renewables.
***Power mix is estimated for 2023, is subject to change, and will be verified with the 2023 PCL. ****5% of retail sales is covered by Unbundle REC's.

For information visit:

PIG~NEEA

COMMUNITY ENEAGV
f @)
Copyright © 2023. All Rights Reserved.

SUBSCRIBER SERVICES:

Manage Subscriptions I Unsubscribe All I Help
This email was sent to Email Address using GovDeiivery Communications Cloud, on behalf of: Pioneer Community ~ Energy· 2510 Warren Dr., Suite B govDELIVERY Rockiln, CA 95677 View as a webpage I Share
Plf)NEEA

COMMUNITY ENEAGV

WE SUPPORT YOUR RIGHT TO CHOOSE
As part of our mutual commitment to support your energy choice, Pioneer Community Energy (Pioneer) and Pacific Gas and Electric Company (PG&E) have partnered to provide you with a comparison of typical commercial electric rates, average monthly charges and generation portfolio contents.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer's generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.

UNDERSTANDING YOUR ENERGY CHOICE
'" Standard r 00
so 14316 so 12975 so 14063
so 16284 so 16284 SO 162-84
$0.01424 S0.00404
*This compares electricity costs for an average commercial customer in the Pioneer/PG&E service area (Placer County) with an average monthly demand of 58 kW and an average monthly usage of 15,214 kilowatt-hours (kWh). This is based on a representative 12-month bi ll ing history for all customers on B-10S rate schedules for PG&E's and Pioneer's published rates as of June 1, 2023.

Generation Rate is the cost of creating electricity to power your business. The generation rate varies based on your energy provider and the resources included in your energy provider's generation supply.

PG&E Delivery Rate is a charge assessed by PG&E to deliver electricity to your business. The PG&E delivery rate depends on your electricity usage, but is charged equally to both Pioneer and PG&E customers.

PG&E PCIA/FF The PCIA is a charge to ensure that both PG&E customers and those who have left PG&E service to purchase electricity from other providers pay the above market costs for generation resources that were procured by PG&E on their behalf. "Above market" refers to expenditures for electric generation resources that cannot be fully recovered through sales of these resources at current market prices. PG&E acts as a collection agent for the FF surcharge, which is levied by the California Public Utilities Commission on behalf of cities and counties in PG&E's service territory for all customers. PG&E bundled customers pay the PCIA and FF fees associated with the most currently available vintage year. PG&E charges Pioneer customers the PCIA and FF fees based on the year that they transitioned to Pioneer service. Visit pioneercommunityenerqy.org for more information.

If this comparison does not address your specific rate, please visit PG&E online at pqe.com/cca or call 1-866-743-0335. For information on Pioneer's generation rates, please visit pioneercommunityenerqy.org or call 1-844-937-7466.

Pl~tNEER
Electric Power

COMMUNITY ENERGY
Generation Mix*
Renewable 38.3% 44.1% 100.0%
• Biomass & Biowaste**** 4.6% 0.6% 0.0%
•Geothermal 0.5% 6.1% 0.0%
• Eligible Hydroelectric 1.8% 2.7% 22.0%
•Solar Electric 22.0% 11 .5% 28.0%
•Wind 9.4% 23.3% 50.0%
Coal 0.0% 0.0% 0.0%
Large Hydroelectric 7.6% 1.3% 0.0%
Natural Gas 4.8% 0.0% 0.0%
Nuclear 49.3% 27.6% 0.0%
Other 0.0% 0.0% 0.0%
Unspecified Sources 0.0% 27.0% 0.0%
of Power**
*As reported to the California Energy Commission's Power Source Disclosure Program. Data is subject to an independent audit and verification that wi ll not be completed until later in 2023. The figures above may not sum up to 100 percent due to rounding.
**Unspecified sources of power refers to electricity that is not traceable to a specific generating facility, such as electricity traded through open market transactions. Unspecified sources of power are typically a mix of all resource types and may include renewables.
***Power mix is estimated for 2023, is subject to change, and wi ll be verified with the 2023 PCL. ****5% of retail sales is covered by Unbundle REC's.

For information visit:

Plf)NEEA

COMMUNITY ENERGY
f
Copyright© 2023. All Rights Reserved.

SUBSCRIBER SERVICES:

Manage Subscriptions I Unsubscribe All I Help
This email was sent to Email Address using GovDelivery Communications Cioud, on behalf of: Pioneer Community ~ Energy 2510 W!rren Dr., Suite B goVDELIVERY Rocklin, CA 956 17 View as a webpage / Share
PICf)NEEA

COMMUNITY ENERGY

WE SUPPORT YOUR RIGHT TO CHOOSE
As part of our mutual commitment to support your energy choice, Pioneer Community Energy (Pioneer) and Pacific Gas and Electric Company (PG&E) have partnered to provide you with a comparison of typical commercial electric rates, average monthly charges and generation portfolio contents.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer's generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7 466.

UNDERSTANDING YOUR ENERGY CHOICE
S0.13234
$0.12978
S0.01338
Stanllil:f'd'
SO 12:001
SO 12978 S0.12978
S0.00380
*This compares electricity costs for an average commercial customer in the Pioneer/PG&E service area (Placer County) with an average monthly demand of 39 kW and an average monthly usage of 15,601 kilowatt-hours (kWh). This is based on a representative 12-month billing history for all customers on B-19SV rate schedules for PG&E's and Pioneer's published rates as of June 1, 2023.

Generation Rate is the cost of creating electricity to power your business. The generation rate varies based on your energy provider and the resources included in your energy provider's generation supply.

PG&E Delivery Rate is a charge assessed by PG&E to deliver electricity to your business. The PG&E delivery rate depends on your electricity usage, but is charged equally to both Pioneer and PG&E customers.

PG&E PCIA/FF The PCIA is a charge to ensure that both PG&E customers and those who have left PG&E service to purchase electricity from other providers pay the above market costs for generation resources that were procured by PG&E on their behalf. "Above market" refers to expenditures for electric generation resources that cannot be fully recovered through sales of these resources at current market prices. PG&E acts as a collection agent for the FF surcharge, which is levied by the California Public Utilities Commission on behalf of cities and counties in PG&E's service territory for all customers. PG&E bundled customers pay the PCIA and FF fees associated with the most currently available vintage year. PG&E charges Pioneer customers the PCIA and FF fees based on the year that they transitioned to Pioneer service. Visit pioneercommunityenergy.org for more information.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer's generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.

PlftNEEA
Electric Power

COMMUNITY ENERGY
Generation Mix*
Renewable 38.3% 44.1% 100.0%
• Biomass & Biowaste**** 4.6% 0.6% 0.0%
•Geothermal 0.5% 6.1% 0.0%
• Eligible Hydroelectric 1.8% 2.7% 22.0%
•Solar Electric 22.0% 11.5% 28.0%
•Wind 9.4% 23.3% 50.0%
Coal 0.0% 0.0% 0.0%
Large Hydroelectric 7.6% 1.3% 0.0%
Natural Gas 4.8% 0.0% 0.0%
Nuclear 49.3% 27.6% 0.0%
Other 0.0% 0.0% 0.0%
Unspecified Sources 0.0% 27.0% 0.0%
of Power**
*As reported to the California Energy Commission's Power Source Disclosure Program. Data is subject to an independent audit and verification that will not be completed until later in 2023. The figures above may not sum up to 100 percent due to rounding.
**Unspecified sources of power refers to electricity that is not traceable to a specific generating facility, such as electricity traded through open market transactions. Unspecified sources of power are typically a mix of all resource types and may include renewables.
***Power mix is estimated for 2023, is subject to change, and will be verified with the 2023 PCL ****5% of retail sales is covered by Unbundle REC's.

For information visit:

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COMMUNITY ENERGY
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Plf)NEEA

COMMUNITY ENERGY

WE SUPPORT YOUR RIGHT TO CHOOSE
As part of our mutual commitment to support your energy choice, Pioneer Community Energy (Pioneer) and Pacific Gas and Electric Company (PG&E) have partnered to provide you with a comparison of typical residential electric rates, average monthly charges and generation portfolio contents.

If this comparison does not address your specific rate, please visit PG&E online at pge.com/cca or call 1-866-743-0335. For information on Pioneer's generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.

UNDERSTANDING YOUR ENERGY CHOICE
~ St.indilrd
$(U3S81 S0.12655 $0 137-43
S0.20~2 S0.20892 so 20'892
S0.01412 S0.00400 $000400
S0.36185 ~033947 so 35035
Average Monthly 811! ISi I S236.8-4 I $222.19 I $229.31 *This compares electricity ccsts for an average residential customer in the Pioneer/PG&E service area (Placer County) with an average monthly usage of 655 kilowatt-hours (kWh). This is based on a representative 12-month billing history for all customers on E-TOUC rate schedules for PG&E's and Pioneer's published rates as of June 1, 2023.

Generation Rate is the cost of creating electricity to power your home. The generation rate varies based on your energy provider and the resources included in your energy provider's generation supply.

PG&E Delivery Rate is a charge assessed by PG&E to deliver electricity to your home. The PG&E delivery rate depends on your electricity usage, but is charged equally to both Pioneer and PG&E customers.

PG&E PCIA/FF The PCIA is a charge to ensure that both PG&E customers and those who have left PG&E service to purchase electricity from other providers pay the above market costs for generation resources that were procured by PG&E on their behalf. "Above market" refers to expenditures for electric generation resources that cannot be fully recovered through sales of these resources at current market prices. PG&E acts as a collection agent for the FF surcharge, which is levied by the California Public Utilities Commission on behalf of cities and counties in PG&E's service territory for all customers. PG&E bundled customers pay the PCIA and FF fees associated with the most currently available vintage year. PG&E charges Pioneer customers the PCIA and FF fees based on the year that they transitioned to Pioneer service. Visit pioneercommunityenergy.org for more information.

If this comparison does not address your specific rate, please visit PG&E on line at pge.com/cca or call 1-866-743-0335. For information on Pioneer's generation rates, please visit pioneercommunityenergy.org or call 1-844-937-7466.

PIG~NEEA

COMMUNITY ENERGY
Electric Power
Generation Mix*
Renewable 38.3% 44.1% 100.0%
• Biomass & Biowaste**** 4.6% 0.6% 0.0%
• Geotherma L 0.5% 6.1% 0.0%
• Eligible Hydroelectric 1.8% 2.7% 22.0%
•Solar Electric 22.0% 11.5% 28.0%
•Wind 9.4% 23.3% 50.0%
Coal 0.0% 0.0% 0.0%
Large Hydroelectric 7.6% 1.3% 0.0%
Natural Gas 4.8% 0.0% 0.0%
Nuclear 49.3% 27.6% 0.0%
Other 0.0% 0.0% 0.0%
Unspecified Sources 0.0% 27.0% 0.0%
of Power**
*As reported to the California Energy Commission's Power Source Disclosure Program. Data is subject to an independent audit and verification that will not be completed until later in 2023. The figures above may not sum up to 100 percent due to rounding.
**Unspecified sources of power refers to electricity that is not traceable to a specific generating facility, such as electricity traded through open market transactions. Unspecified sources of power are typically a mix of all resource types and may include renewables.
***Power mix is estimated for 2023, is subject to change, and wi ll be verified with the 2023 PCL ****5% of retail sales is covered by Unbundle REC's.

For information visit:

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Staff Report – Item 1f
To: The Governing Board
From: Donald Eckert, Executive Director
Item 1f: Appoint Director Petersen to the Audit & Finance Committee Date: 7/20/2023

RECOMMENDATION
Appoint Director Petersen to Pioneer Community Energy’s (“Pioneer”) Audit & Finance Committee to fill the vacancy created with the departure of Director Heathcock from the Governing Board.

BACKGROUND
At the August 20, 2020, Governing Board meeting, the Board established Pioneer’s Audit & Finance Committee.

The purpose of the Audit & Finance Committee is the oversight over the following activities:
• Accounting and financial reporting.
• Annual financial audit by the Independent Auditor
• Annual and Mid-Year Operating Budgets
• Rate setting
• Internal controls
• Review administrative policies
• Investment strategies
The Committee meets at a minimum twice per year for the opening and final report of the financial audit. The Committee reports to the Board and is a Brown-Act meeting.

ANALYSIS & DISCUSSION
A vacancy was created on the Audit & Finance Committee with the departure of Director Heathcock from the Board. The recommendation is the appointment of Director Petersen of Nevada City to the committee. Director Petersen has strong financial acumen, has prior experience with Community Choice Aggregators and represents our newest service territory.

With the addition of Director Petersen to the committee, the table below shows the composition and roster:

STRATEGIC PLAN
The recommendation supports Operational Excellence and Financial Stability & Strategic Growth priorities.

FISCAL IMPACT
There is no fiscal impact with the recommendation.

ATTACHMENTS
There are no attachments to this report.

Composition Current Roster Member Agency
-4 Board Members Director Janda, Chair Rocklin
-Independent Auditor Director Andreatta Lincoln
-General Counsel Director Hidahl El Dorado County
Director Petersen Nevada City
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COMMUNITY ENERGY

Staff Report – Item 2
To: The Governing Board
From: Paige Garcia, Programs Manager
Item 2: Partnership with Electrum
Date: 7/20/2023

ACTION REQUESTED
Discuss and provide direction to staff about introducing Electrum to Pioneer Community Energy’s (“Pioneer”) customers with the goal of streamlining the decision process in the selection of sustainable technologies for their home or business.

RECOMMENDATION
There is no recommendation in the report.

BACKGROUND
At the May 25, 2023, Governing Board Meeting, the Board reviewed the Proposed Fiscal Year 2023-24 Operating Budget and provided direction to focus on Programs that serve the residential sector.

At the June 15, 2023, Governing Board Meeting, the Board adopted the Fiscal Year 2023-24 Operating Budget that included $2 million of Programs funding.

ANALYSIS & DISCUSSION
Staff had prior knowledge of Electrum through their efforts with other Community Choice Aggregators and received a demonstration of their services to staff in early June. Electrum’s mission is to empower communities to adopt sustainable technologies through transparency and choice. This mission of transparency and choice matches well with Pioneer.

Electrum is an online solar and renewable energy marketplace. They provide homeowners and business owners with expert advice and custom bids from a network of vetted installers. Electrum’s marketplace takes the hassle and worry out of searching for solar and battery installers by providing three quotes from vetted installers in one place. Electrum’s customer service team monitor a customer’s project through the entire installation process and are available for support should any issue arise.

Pioneer has a large quantity of solar customers with more adding solar all the time. Pioneer’s territory is also vastly affected by power outages which means our customers are interested in ways to continue to power their homes during these outages. These customers could find solutions to their energy needs by going to the Pioneer website and using Electrum’s marketplace.

Partnering with Electrum to create a Pioneer marketplace will create a seamless installation experience for energy efficiency projects for customers. This would also encourage positive relationships with local installers and contractors as well as promote Pioneer as a trusted community partner.

STRATEGIC PLAN
The recommendation supports the Local Engagement and Quality in Service priorities.

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COMMUNITY ENERGY
Agenda Item: 2 Agenda Date: 7/20/2023

FISCAL IMPACT
If the Board provides direction to move forward with Electrum, there will be minimal costs beyond staff time.

ATTACHMENTS
There are no attachments to the report.

Staff Report – Item 3
To: The Governing Board
From: Gina Stassi-Vanacore, Community Outreach Manager
Item 3: Communications Plan for Nevada City and City of Grass Valley Date: 7/20/2023

RECOMMENDATION
Receive an update on the communications plan for the residents and businesses of Nevada City and Grass Valley who will be served by Pioneer Community Energy (“Pioneer”) beginning January 1, 2024.

BACKGROUND
At the November 17, 2022, Governing Board meeting, the Board approved Amendment No. 5 to the Joint Exercise of Powers Agreement allowing for Nevada City and the City of Grass Valley to become members of Pioneer upon the approval by the California Public Utilities Commission (“CPUC”) of Addendum No. 2 to the Implementation Plan and Statement of Intent. The Board also approved Addendum No. 2 to Pioneer’s Implementation Plan and Statement of Intent.

Addendum No. 2 to the Implementation Plan and Statement of Intent was filed with the CPUC in December 2022. The CPUC notified Pioneer of approval in February 2023. Subsequently, representatives from Nevada City and the City of Grass Valley joined the Governing Board in May 2023.

ANALYSIS & DISCUSSION
One of the most important efforts for a successful launch of service into an additional territory is public outreach and education. Our goals in the pre-launch communications plan include:
• Secure at least ten local influencers, community leaders and organizations to support Pioneer. • Engage with 85% of the population in Nevada City and the City of Grass Valley at least seven times through a diverse mix of marketing channels and tactics. • Understand public opinion gaining insights into the perspectives of various audiences. • Set the foundation to achieve or exceed a participation rate of 90% in the first year after service launches.

Timeline of Critical Tasks in 2023
December – June
• Conduct market research with a survey to gauge public awareness of Community Choice Aggregation in general and specifically about Pioneer.
• Set up the landing pages, newsletter sign-ups and other web elements. • Begin developing relationships with local influencers, leaders, organizations, and media outlets.

July - September
• Launch the first phase of the go-to-market plan.
• Host webinars and town hall meetings (July 12th in Grass Valley and July 18th in Nevada City). • Distribute press releases and conduct media interviews. • Launch paid digital ads.
• Sent the first direct mailer.

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COMMUNITY ENERGY
Agenda Item: 3 Agenda Date: 7/20/2023

October - December
• Target potential customers with greater frequency.
• Continue paid advertising.
• Continue to host workshops and seminars.
• Utilize free/earned media and publicity.
• Send the first two of four required notifications.
• Hold Pioneer’s Five-Year Anniversary event in the fall.

An important source of advice in targeting strategic communications will be from the City Council Members and City Staff. Their advice and direction are vital in Pioneer’s pre-launch endeavors.

STRATEGIC PLAN
The recommendation supports the Local Engagement and Financial Stability & Strategic Growth priorities.

FISCAL IMPACT
The driver on costs will be staff time which is already built into the budget.

ATTACHMENTS
There are no attachments to this report.

Staff Report – Item 4
To: The Governing Board
From: Donald Eckert, Executive Director
Item 4: Member Agency Approval of New Member(s)
Date: 7/20/2023

ACTION REQUESTED
Discuss and provide direction to staff regarding amending Pioneer Community Energy’s (“Pioneer”) Amended and Restated Joint Powers Agreement (“JPA”) to eliminate the requirement that each Member Agency adopt resolutions approving new members to the JPA.

RECOMMENDATION
There is no recommendation in this report.

BACKGROUND
The JPA for Pioneer defines the process of adding a new member(s).

Section 19 Amendments
This Agreement may not be amended except by a written amendment approved by a vote of Board Members as provided in Section 8. The Authority shall provide written notice to all Members of amendments to this Agreement, including the effective date of such amendments, at least 30 days prior to the date upon which the Board votes on such amendments. Any amendment required to add a new Voting Member shall only be executed by the Voting Members. Any amendment required to add a new Associate Member shall only be executed by the new Associate Member and the Authority.

The language that is underlined requires each Member Agency (Voting Member) to adopt resolution approving the addition of a new member in addition to Pioneer’s Board.

ANALYSIS & DISCUSSION
This requirement in Pioneer’s JPA is unique compared to similar Community Choice Aggregators’ (“CCAs”) JPAs.

In discussions with other CCAs in Pacific Gas & Electric’s territory that operate under a JPA, there is no requirement the Councils or Board of Supervisors of their Member Agencies approve expansion in addition to the JPA’s Board.

As Pioneer continues to grow, this provision puts pressure on the schedule of the expansion process. If there is a direction by the Board to consider amendment to the JPA, staff would return at the September 2023 Board meeting to begin the process with a target of the November 2023 Board meeting to amend the JPA.

STRATEGIC PLAN
The recommendation supports the Financial Stability & Strategic Growth priority.

FISCAL IMPACT
There is no fiscal impact with the recommendation.

ATTACHMENTS
There are no attachments to this report.

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COMMUNITY ENERGY

Staff Report – Item 5
To: The Governing Board
From: Brad Koehn, Director of Finance and Administration Item 5: Adopt Resolution Approving the Special Event Sponsorship Policy and Authorizing a Fiscal Year 2023-24 budget increase of $50,000 to the Marketing Division Date: 7/20/2023

RECOMMENDATION
Adopt Resolution Approving the Special Event Sponsorship Policy and Authorizing a Fiscal Year 2023-24 budget increase of $50,000 to the Marketing Division.

BACKGROUND
During the June 2023 Board meeting, members briefly discussed the marketing benefits of Pioneer providing a Sponsorship program. Adoption of a policy that establishes criteria and parameters for consideration of a Special Event Sponsorship that aligns with Pioneer’s Strategic Priority objectives and long-term goals lays the foundation for a successful program.

ANALYSIS & DISCUSSION
Pioneer’s Marketing plan already includes funding for paid advertisements, such as social and digital ads, radio ads, TV ads, ads on billboards and bus shelters, newsprint ads, and other appropriate advertising channels.

Pioneer also participates in Community Outreach/Customer Care activities, such as participation in local fairs and festivals, local Chamber events, neighborhood associations, senior centers and town halls and webinars. A Special Event Sponsorship program would be in addition to these existing efforts and would not supplant or duplicate those communication efforts.

All Special Event Sponsorship requests will be evaluated on a case-by-case basis and must meet certain required criteria to be eligible for a Pioneer sponsorship. Required criteria will include:
o alignment with and advancement of Pioneer’s mission, values and strategic priorities including but not limited to:
 Promoting local engagement of customers
 Improving participation rate
 Building upon strategic growth opportunities
 Elevating organizational awareness
o cost-effective use of ratepayer funds that prioritize communication to Pioneer’s existing and potential customers
o adherence to Pioneer’s approved operating budget
o strategic coordination with other sponsorship opportunities to ensure balanced representation with current, future, and potential Pioneer communities o compliance with all local, state and federal laws and regulations Plf)NEER

COMMUNITY ENERGY
Agenda Item: 5 Agenda Date: 7/20/2023

o possession by external organization of any legal permits and insurance required to host event, including additional liability coverage provided for Pioneer if alcohol is made available at the event
Certain characteristics would prohibit sponsorship by Pioneer, which include:
o For-profit entities
o Partisan or political events or organizations
o Religious organizations
o Individuals
o Specific groups or teams that are part of a larger community organization, such as a musical group or sports team
o Events or organizations that discriminate based on race, color, ancestry, national origin, religion, creed, age, disability, sex, gender, sexual orientation, gender identity, gender expression, medical condition, genetic information, marital status, military or veteran status o Events or organizations known to be engaged in activity that is unlawful or otherwise does not align with Pioneer’s mission and values
o Sponsorships must not be used as a donation or grant to a charitable or non-profit organization
If a Special Event Sponsorship satisfies the eligibility criteria, additional considerations shall take place prior to final approval, which include:
 Availability of sponsorship budget
 Timeliness of request in advance of event
 Anticipated community attendance
 Benefits included in sponsorship
 Cost of sponsorship
 Staff time required for both administration and participation  How well the request supports strategic coordination with other sponsorship opportunities to ensure balanced representation with current, future, and potential Pioneer communities  Reputational impact
 Alignment/timing with other strategic events and priorities

STRATEGIC PLAN
A Special Event Sponsorship program will support the Local Engagement priority to listen to our customers and grow our relationships with residents and businesses.

Agenda Item: 5 Agenda Date: 7/20/2023

FISCAL IMPACT
The Fiscal Year 2023-24 budget did not anticipate the establishment of a Special Event Sponsorship program.

In support of the program, a budget increase of $50,000 to the Marketing division is incorporated into the resolution.

ATTACHMENTS

1. Resolution Approving the Special Event Sponsorship Policy and Authorizing a Fiscal Year 2023-24 budget increase of $50,000 to the Marketing Division.

Before the Governing Board of
Pioneer Community Energy
Resolution No.: ____________
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held July 20, 2023 by the following vote on roll call:

Ayes:

Noes:

Absent:

Signed and approved by me after its passage.
______________________________
Chair of the Governing Board
Attest:
_______________________
Secretary
WHEREAS, the Board of Pioneer Community Energy desires to establish a Special Event Sponsorship Policy; and
WHEREAS, the Policy provides a framework and guidelines to ensure that Special Event Sponsorships align with and advance Pioneer’s mission, values and strategic priorities, and strengthen Pioneer’s reputation; and
WHEREAS, the Policy reflects cost-effective use of ratepayer funds that prioritize communication to Pioneer’s existing, future and potential customers; and WHEREAS, the Policy identifies criteria for evaluating Sponsorship submittals; and WHEREAS, the existing Marketing Plan and Fiscal Year 2023-24 Budget include funds for paid advertisements and participation in fairs and large events, and the special event sponsorships would be in addition to these efforts; and
WHEREAS, funding for special event sponsorships was not anticipated in the Fiscal Year 2023- 24 Budget.

In the matter of: Resolution Approving the Special
Event Sponsorship Policy and Authorizing a Fiscal
Year 2023-24 budget increase of $50,000 to the
Marketing Division
Resolution No. ___
July 20, 2023
2 BE IT RESOLVED, the Governing Board of Pioneer Community Energy, State of California, hereby finds, declares, and resolves as follows:

1. The above recitals are true and correct.

2. The Special Event Sponsorship Policy as presented in Exhibit A is approved.

3. A Marketing Division budget increase of $50,000 for special event sponsorships is authorized for Fiscal Year 2023-24.

4. This Resolution shall take effect immediately upon its adoption.

Exhibit A: Special Event Sponsorship Policy

FP12
Category: Finance
Page | 1 Adopted: July 20, 2023
Resolution 2023-XX

SPECIAL EVENT SPONSORSHIP POLICY
I. PURPOSE
The Special Event Sponsorship Policy (“Policy”) is established for the purpose of providing a framework and guidelines to ensure that all event sponsorship activities undertaken by Pioneer Community Energy (“Pioneer”) (1) align with and advance Pioneer’s mission, values and strategic priorities, and strengthen Pioneer’s reputation (2) reflect cost-effective use of ratepayer funds that prioritize communication to Pioneer’s existing, future and potential customers, and (3) adhere to Pioneer’s approved operating budget and all local, state and federal laws and regulations.

II. DEFINITIONS
Pioneer employs a variety of community engagement tactics to communicate with customers on a regular basis. These collective efforts share similar goals of elevating organizational and brand awareness, increasing community engagement among Pioneer’s existing, future and potential customers, and otherwise advancing Pioneer’s mission, values and strategic priorities.

This policy focuses on the guidelines surrounding “Special Event Sponsorships,” which are distinctly separate from other tactics such as “Paid Advertising” and standard “Community Outreach/Customer Care Activities” as defined below:
“Special Event Sponsorship” refers to a paid arrangement with an external organization that typically involves becoming an official promoter of a specific event in exchange for guaranteed exposure in materials and advertising leading up to the event and at the event itself. The event can span one day, multiple consecutive days, or reflect a series of events over an extended period of time.

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COMMUNITY ENERGY
FP12
Category: Finance
Page | 2 Adopted: July 20, 2023
Resolution 2023-XX
Special event sponsorships are in addition to paid advertising and community outreach/customer care activities/efforts.

Event sponsorship benefits vary by event but typically involve at least one or more of the following:
• Prominent display of logo on event websites and materials • Banner space at event venue
• Organizational mentions and/or spotlights during event • Opportunity to connect with and/or present to attendees during event
• Benefit from public association with external organization • Inclusion in pre- and post-event promotion
Events typically considered for sponsorship include but are not limited to:
• Community Events
• Local Sporting Events/Tournaments
• Conferences/Conventions/Symposiums
• Digitally Hosted Events and Webinars
“Paid Advertising” refers to the one-time or recurring purchasing of space in a particular medium to communicate specific messaging to the public.

Paid advertising commonly includes, but is not limited to, placement in the following mediums:
• Radio and television
• Newspaper, magazine, brochures and pamphlets
• Websites, social media platforms and digital ads
• Banner space at stadiums or event venues
• Billboards, digital marquees
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COMMUNITY ENERGY
FP12
Category: Finance
Page | 3 Adopted: July 20, 2023
Resolution 2023-XX
“Community Outreach/Customer Care Activities” refer to the day-to-day efforts of Pioneer staff to engage with customers on a regular basis. Such efforts include, but are not limited to:
• On-site visibility via attendance at fairs and festivals • Participation in and registration for local Chamber events • On-site visits and presentations to stakeholder groups such as neighborhood associations, mobile home parks, senior centers, and other companies/organizations who regularly interact with Pioneer customers
• Hosting of and participation in webinars and town halls III. POLICY
A. ELIGIBILITY
Event Sponsorship opportunities must meet the following criteria to be considered:
i. Required Criteria
o alignment with and advancement of Pioneer’s
mission, values and strategic priorities including but
not limited to:
 Promoting local engagement of customers
 Improving participation rate
 Building upon strategic growth opportunities
 Elevating organizational awareness
o cost-effective use of ratepayer funds that prioritize communication to Pioneer’s existing and potential
customers
o adherence to Pioneer’s approved operating budget
o strategic coordination with other sponsorship
opportunities to ensure balanced representation with
current, future, and potential Pioneer communities
o compliance with all local, state and federal laws and regulations
o possession by external organization of any legal
permits and insurance required to host event,
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COMMUNITY ENERGY
FP12
Category: Finance
Page | 4 Adopted: July 20, 2023
Resolution 2023-XX
including additional liability coverage provided for
Pioneer if alcohol is made available at event
o avoidance of any prohibited characteristics as
described below
ii. Prohibited Characteristics
o The following are not eligible for sponsorship:
 For-profit entities
 Partisan or political events or organizations
 Religious organizations
 Individuals
 Specific groups or teams that are part of a
larger community organization, such as a
musical group or sports team
 Events or organizations that discriminate based
on race, color, ancestry, national origin,
religion, creed, age, disability, sex, gender,
sexual orientation, gender identity, gender
expression, medical condition, genetic
information, marital status, military or veteran
status
 Events or organizations known to be engaged
in activity that is unlawful or otherwise does
not align with Pioneer’s mission and values
o Sponsorships must not be used as a donation or
grant to a charitable or non-profit organization
B. EVALUATION PROCESS
i. All special event sponsorship requests will be reviewed on a case-by-case basis by the Executive Director or
designee as follows:

1. Requests will be screened for mandatory compliance
with the eligibility criteria as defined in this policy prior to further consideration; requests that do not
meet the eligibility criteria will not move forward
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COMMUNITY ENERGY
FP12
Category: Finance
Page | 5 Adopted: July 20, 2023
Resolution 2023-XX

2. If a request meets the eligibility criteria, additional considerations shall take place prior to approval
which include but are not limited to:
a. Availability of sponsorship budget
b. Timeliness of request in advance of event
c. Anticipated community attendance
d. Benefits included in sponsorship
e. Cost of sponsorship
f. Staff time required for both administration and
participation
g. How well the request supports strategic
coordination with other sponsorship
opportunities to ensure balanced
representation with current, future, and
potential Pioneer communities
h. Reputational impact
i. Alignment/timing with other strategic events
and priorities

3. The Executive Director or designee will respond to
the requesting party with the final determination
once all considerations have been completed.

C. RESPONSIBLE USE OF RATEPAYER FUNDS
ii. As sponsorships represent use of ratepayer funds,
Pioneer’s Board and Staff must be continually reminded
that such expenditures represent the agency’s interest
and reputation for prudent activities
iii. Each sponsorship must be one that the Board and Staff could easily explain or defend as prudent use of public funds, since all transactions are a matter of public record iv. As written policies cannot be established to cover every eventuality of event sponsorships, all Pioneer Board and Staff must use their best judgment when expending
ratepayer funds
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COMMUNITY ENERGY
FP12
Category: Finance
Page | 6 Adopted: July 20, 2023
Resolution 2023-XX
v. In those instances where a reasonable person might
question an expenditure of public funds, please consult with the Department of Finance and Administration
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COMMUNITY ENERGY

Staff Report – Item 6
To: The Governing Board
From: Kirstin Kolpitcke, Legislative and Regulatory Manager Item 6: Income-Based Fixed Charges
Date: 7/20/2023

RECOMMENDATION
Receive an update on the California Public Utilities Commission’s (CPUC) proceeding that would impose an income-based fixed charge for investor-owned utilities (IOUs).

BACKGROUND
In June of last year, the Legislature passed, and the Governor signed, Assembly Bill (AB) 205 (bill). As a trailer bill, the proposal contained multiple provisions, including deleting the existing $10 a month cap on fixed charges and authorizing the CPUC to adopt fixed charges that are established on an income-graduated basis, no later than July 1, 2024.

The bill also requires at least three income thresholds so that a low-income ratepayer would realize a lower average monthly bill without making any changes in usage. In adopting the income-based fixed charges, the CPUC is required to ensure that the approved fixed charges reasonably reflect an appropriate portion of the different costs of serving small and large customers; not unreasonably impair incentives for conservation, energy efficiency, beneficial electrification, and greenhouse gas emissions reduction, and do not overburden low-income customers.

Definitions
“Fixed charge” is defined as any fixed customer charge, basic service fee, demand differentiated basic service fee, demand, charge, or other charge not based on the volume of electricity consumed. “Income-graduated” means low-income customers pay a smaller fixed charge than high-income customers.

ANALYSIS & DISCUSSION
There have been multiple articles in the media recently discussing this proposal and what it could mean for both customers and the state as it attempts to meet its energy and climate goals. The following is a list of key questions regarding the bill:

The Why
High electric rates pose challenges for the state’s goals. First, there are major concerns regarding energy affordability for low-income customers. Second, the state has a goal to move Californians away from fossil fuel and towards electrification.

The intent of this proposal is to have the CPUC establish income-based fixed charges on default customer rates to help stabilize rates and equitably allocate and recover costs among residential customers.

There are three primary goals:
• Bill reductions for low-income customers
• Improve customer economics of vehicle and building electrification • Demand flexibility to support reducing system costs
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COMMUNITY ENERGY
Agenda Item: 6 Agenda Date: 7/20/2023

How This Would Work
This proposal would change how residential electric customers are charged for their electric service. A customer’s bill would include a monthly fixed charge for grid and other costs that do not change based on how much energy a customer uses. Fixed costs include safely building, maintaining, and operating the electric grid; upgrading power poles and wires; wildfire prevention costs; labor; and the cost of funding state policy initiatives supporting programs for low-income customers and energy efficiency. This proposal would in return reduce the average amount residential customers pay for each kilowatt hour of electricity from the transmission and distribution side of things (not generation). These two costs would be broken out on residential electric customers’ bills. This is consistent with some other utility bills such as water and telecom.

The Proposals
Six parties filed detailed proposals for the income-graduated fixed charge: the Solar Energy Industries Association (SEIA), the California Environmental Justice Advocates, the Public Advocates Office, Sierra Club, the Natural Resources Defense Council/ The Utility Reform Network, and the Joint IOUs.

Each proposal included different costs within the fixed charge. For example, the Joint IOU’s proposal would result in the highest proposed average Non-CARE charge of $65 a month, compared to the SEIA’s proposal of $9 a month. As a result of the increased fixed charges, the IOUs proposal also results in the greatest reduction in existing rates. The IOU proposal would result in a 39% reduction from existing rates, while the SEIA proposal would reduce rates by 5%.

The various proposals also differ in how to collect charges across CARE/Non-CARE customers and income groups, but many parties proposed much higher charges for the highest-income customers. All residential rate plans would remain available for customers to opt into, and the income-graduated fixed charge would be applied to all rates. Again, volumetric charges on the distribution and transmission side would be reduced to maintain revenue neutrality.

The IOUs’ proposal calls for low-income customers to pay monthly fixed charges as low as $15 a month and as high as $30 a month in the PG&E service territory. Moderate-income households would pay $51 a month and higher-income households would pay $92 in PG&E’s service territory just for fixed charges. According to PG&E, the lowest income customers would receive a 21% overall bill reduction, moderate-income customers would reduce their bills by approximately 6%, and high-income customers would receive an increase in their overall bill by 24%.

Income
Bracket
Criteria PG&E
($/month)
SDG&E
($/month)
SCE
($/Month)
1 CARE ≤100% FPL1
$30,000 or less for a family of 4
$15 $24 $15
2 All other CARE/FERA2 $30 $34 $20
3 Non-CARE/FERA ≤650% FPL
$195,000 or less for a family of 4
$51 $73 $51
4 Non-CARE/FERA >650% FPL
More than $195,000 for a family of 4
$92 $128 $85
1 The federal poverty level (FPL) for 2023 is $14,580 for a family of 2, $19,720 for 3, and $30,000 for 4. 2 The California Alternate Rates for Energy (CARE) program is income-based. Qualifying households with 1-2 people must make $39,000 or less, 3 people $49,720 or less, 4 people $60,000 or less, and for each additional person add $10,280.

Agenda Item: 6 Agenda Date: 7/20/2023

The Public Advocates Proposal (PAO) proposal has low-income customers paying monthly fixed charges between $0-$22.79 per month in PG&E’s service territory, middle-class households paying $14.37-$21.91 per month, and higher-income households paying $16.41-$36.69 per month. Electricity rates on the transmission and distribution side would decrease by 16% and $22%.

CARE/Non-CAREIncome
Bracket
Annual
Income

PG&E SDG&E SCE
Non-CARE 1 <$50,000 $0 with CCC3
$22.79 w/o CCC
$0 with CCC
$26.70 w/o CCC
$0 with CCC
$21.82 w/o CCC
Non-CARE 2 $50,000-
$100,000
$31.91 $36.42 $30.55
Non-CARE 3 >$100,000 $36.69 $41.88 $35.14
CARE 1 <$50,000 $0 with CARE
$10.20 w/o CARE
$0 with CARE
$13.70 w/o CARE
$0 with CARE
$10.83 w/o CARE
CARE 2 $50,000-
$100,000
$14.27 $19.18 $15.17
CARE 3 >$100,000 $16.41 $22.06 $17.44
The Benefits
An income-based fixed charge would:
• Provide more transparency by separating fixed charges from a customer’s energy usage • Lower bills for low-income households
• Potentially help accelerate the state’s 100% clean and zero carbon goals by lowering electricity costs, making EV purchases and switching over from gas to electric more enticing and affordable The Downsides
An income-based fixed charge would:
• Increase bills for some moderate and all high-income households • Reduce the need to conserve energy because the fixed charges will reduce the cost of energy on the transmission and distribution side
• Reduce the incentives for the adoption of solar since solar customers would be required to pay the monthly fixed charges
Questions That Remain Unanswered
• Who would be responsible for verifying a household’s income? The IOUs want the Franchise Tax Board to do it and the state wants the IOUs to do it. Few will want their tax returns in the hands of the IOUs. A default would put everyone in the highest bracket until households can show otherwise.

Another way would be to accept all CARE customers as low-income and put everyone else in the highest income bracket unless they can show otherwise.
• How do you handle master-metered apartment buildings, accessory dwelling units, or residential hotels without submeters? The IOU does not even know who the customers are. • How can this proposal increase beneficial electrification and not decrease incentives to conserve and adopt energy efficiency? These goals seem to be mutually exclusive and yet they are requirements of AB 205.
• Could the CPUC choose not to adopt income-based fixed charges? Some of the wording in AB 205 is permissive. For example, the language in the bill states that the CPUC “may” authorize fixed charges. “If” the CPUC establishes fixed charges, then they must ensure that the charges are established to more fairly distribute the burden of supporting the electric system and achieving California’s climate change goals. Lastly, the CPUC is “authorized” to establish reasonable fixed goals. However, elsewhere 3 The California Climate Credit (CCC) is a credit distributed to residents every spring and fall on their electric and natural gas bills and is part of California’s efforts to �ight climate change.

Agenda Item: 6 Agenda Date: 7/20/2023

in the bill it states, the fixed charge “shall” be established on an income-graduated basis and the CPUC “shall” authorize a fixed charge no later than July 1, 2024. While the CPUC maintains that it must impose an income-based fixed charge, others read this language as the CPUC has the authority to impose an income-based fixed charge and that if it does, it must be on an income-graduated basis and authorized by July 1, 2024. Whether the CPUC must implement an income-based fixed charge or whether they are authorized to do so, it seems a foregone conclusion that they will impose an income-based fixed charge. • Is this a legal tax? Income has no correlation to the cost of service. Howard Jarvis Taxpayers Association wrote a column on this topic indicating that “trying to shoehorn an income component into utility rates converts ratepayers into taxpayers and Californians have had their fill of high taxes.”

STRATEGIC PLAN
An income-based fixed-charge proposal will be adopted by the CPUC. The question remains how significant the fixed charge will be and how significant a decrease will there be in the energy costs on the transmission and distribution side of things. If the SEIA proposal is chosen, very little will change for customers and if the IOU proposal is chosen, then customers’ bills will look dramatically different. How many charges are incorporated into the fixed charge, and how that is spread amongst different levels of income make this proposal difficult for a customer to understand.

Customer bills (especially those that have a CCA) are already unnecessarily complicated. Even if a customer’s overall bill amount remains stable, there will be more numbers and charges to understand. Education will be key.

Staff will continue to keep the board informed of the progress on the income-based fixed charge proposal and develop an overall strategy to communicate with our customers.

FISCAL IMPACT
The fiscal impact to Pioneer should be minimal to positive. There is no impact to our generation costs under the income-based fixed charge proposal. But there is a reasonable chance that customers will choose electrification over gas or purchase new electric vehicles since the transmission and distribution energy costs are fixed. In the event the latter scenario occurs, more electricity will be consumed, and Pioneer customers stand to save even more over PG&E, if our generation costs remain below PG&E.

ATTACHMENTS

1. FAQ Income-Based Fixed Charges
Income-Graduated Fixed Charge FAQ
Ques�on: Why is there a discussion regarding the imposi�on of an income-based fixed charge? Answer: In June of 2022, the Legislature passed, and the Governor signed, AB 205 (Budget). As a trailer bill, the proposal contained mul�ple provisions, including removing the $10 a month cap on fixed charges. The bill also authorized the CPUC to adopt fixed charges that are established on an income-graduated basis.

The bill requires at least three income thresholds so that a low-income ratepayer would realize a lower average monthly bill without making any changes in usage. It also requires the CPUC to ensure that the approved fixed charges do not reasonably impair incen�ves for conserva�on, energy efficiency, beneficial electrifica�on, and do not overburden low-income customers.

Ques�on: Why is this happening now?
Answer: California has some of the highest electricity rates in the country and rates con�nue to outpace infla�on. High electric rates dispropor�onately burden low-income households. The high electricity charges also pose a challenge for households to switch to all electricity and phase out fossil fuels. The imposi�on of an income-based fixed charge represents a philosophical shi� from incen�vizing customers to conserve energy by charging more if you use more energy to incen�vizing beneficial electrifica�on by reducing the cost of electricity.

Ques�on: What are the benefits to an income-based fixed charge? Answer:

1. Lower bills for low-income customers.

2. Poten�ally help accelerate the state’s 100% clean and zero-carbon goals by lowering electricity costs, encouraging electric vehicle purchases, and incen�vizing the switch from gas to electricity.

3. Provide more transparency by separa�ng fixed charges from a customer’s energy usage.

Ques�on: What are the downsides to an income-based fixed charge? Answer:

1. Increased fixed-incomes charges for some moderate and all high-income households.

2. Reduced incen�ves for need to conserve energy because the fixed charges will reduce the cost of energy on the transmission and distribu�on side.

3. Reduce incen�ves for the adop�on of solar since solar customers would be required to pay the monthly fixed charges.

Ques�on: How would the graduated-income fixed charge work? Answer: This proposal will change how residen�al customers are charged for their electric services. A customer’s bill will include a monthly fixed charge for grid and other costs that do not change based on how much energy a customer uses. Fixed costs include building, maintaining, and opera�ng the electric grid; upgrading power poles and wires; wildfire preven�on costs; and the cost of state programs for low-income customers and energy efficiency. This proposal in return will reduce the average amount residen�al customers pay by approximately the same percentage as the increase in fixed charges for each kilowat hour of electricity from transmission and distribu�on costs, not genera�ons rates. These two costs will be broken out on residen�al electric customers’ bills.

Ques�on: How will fixed charges impact u�lity bills?
Answer: Household electricity bill impacts will vary based on income, baseline electricity use, and the investor-owned u�lity. The lowest-income households will have their monthly bills decrease without making any changes in usage, while the highest-income households will have their monthly bills increase without making any changes in usage.

Ques�on: How will Pioneer customers be impacted?
Answer: Pioneer residen�al customers will have a bill that looks different because the transmission and distribu�on charges will be broken down into two categories (fixed and volumetric charges). Community Choice Aggrega�on (CCA) customers currently have a complicated bill that is difficult to understand.

Changing how a customer’s bill looks may create addi�onal confusion.

The median household income in Placer County is over $100,000 and the median household income in El Dorado County is over $88,000. If the threshold for high-income customers is set at $100,000, it is likely that more than half of residen�al ratepayers in Placer County (both PG&E and Pioneer customers) will have a higher bill.

Pioneer has approximately 21,000 CARE customers who will benefit from a lower bill.

Ques�on: How would income-based fixed charges impact solar customers? Answer: Solar customers will be subject to the same fixed-charge other residen�al customers. Most solar customers do not currently pay fixed charges for transmission and distribu�on costs. As a result, solar customers may have less of an incen�ve to choose solar.

Ques�on: What s�ll needs to be determined?
Answer: The California Public U�li�es Commission (CPUC) s�ll needs to determine how many charges will fall under the fixed charge and what charges will be volumetric. There needs to be a decision on how many income thresholds there will be as well as what qualifies as low-income, medium-income, and high-income. Other ques�ons that remain unanswered include: how will a household’s income be verified, how do you handle master-metered apartments and mobile home parks, and how can you increase beneficial electrifica�on without decreasing incen�ves to conserve? Ques�on: What is the �meline for the CPUC to adopt the graduated-income fixed charge? Answer: The CPUC is currently considering the merits of different policy design op�ons in an ac�ve proceeding (R.22-07-005). AB 205 requires the CPUC to adopt an income-graduated fixed charge that benefits low-income customers by July 1, 2024.

Ques�on: What if I have addi�onal ques�ons regarding the income-graduated fixed charge? Answer: Residen�al customers can contact the Public Advocates Office (Cal Advocates). Cal Advocates is a state en�ty charged with helping ensure Californians are represented at the CPUC. Ques�ons may be emailed to Mary Flannelly at: [email protected]

Staff Report – Item IV-B
To: The Governing Board
From: Donald Eckert, Executive Director
Item IV-B: Executive Director Report
Date: 7/20/2023

PERSONNEL
Gina Stassi-Vanacore joined the team on June 19th as our Community Outreach Manager. Gina comes to Pioneer Community Energy with more than two decades of experience working on energy-related issues. She has worked on some of California’s most pressing initiatives, including dam removal at the California/Oregon border; introducing the Western Energy Imbalance Market and regionalizing the California power grid; curtailment and the “Duck Curve;” diversification of renewable energy resources; integration of clean fleet technology; and NEM reform.

Gina previously was a Vice President at Porter Novelli/Sacramento, a statewide public affairs firm, where she managed all aspects of strategic planning, research, plan implementation, and evaluation for a variety of clients.

She also served as the Media Relations Manager for the California Lottery and spent several years in broadcast and print media while working for Brown Broadcasting Company, a group of West Coast radio stations, and at The Sacramento Bee. Gina earned her Bachelor of Arts in Communications with a Public Relations emphasis, from CSU, Sacramento and graduated with honors.

Reclassifications
With the approval of the Fiscal Year 2023-24 Operating Budget that includes $2 million of programs funding, Paige Garcia assumes the duties of Program Manager. Mark Riffey assumes the duties of Key Accounts Manager.

EXECUTIVE DIRECTOR AGREEMENTS EXECUTED
The following agreements have been executed by the Executive Director, consistent with the authority delegated by the Board:

1. Capital Network Solutions managed Informational Technology services, not-to-exceed amount of $50,000, through June 30, 2024.

EXECUTIVE DIRECTOR POWER SUPPLY CONTRACTS EXECUTED
There are no transactions to report.

EXPANSION
Progress continues to be made towards expansion of service into Nevada County. Upcoming notable events include:
• Presentation to the County Board of Supervisors on August 8th • Pacific Energy Advisors is updating the Impact Assessment Study with a first review with the Expansion Committee in early September.

The staff has had numerous interactions with Supervisor Brandon of Tuolumne County about partnering.

Conversations to-date have been positive.

Staff have reached out to Butte County, Amador County, Yuba County, and the City of West Sacramento to set the foundation for discussions in 2024.

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COMMUNITY ENERGY
Agenda Item: IV-B Agenda Date: 7/20/2023

FIVE-YEAR ANNIVERSARY CELEBRATION
Pioneer’s five-year anniversary celebration will be on November 1st at our offices in Rocklin. Event details are being worked on.

BIOMASS PLANT TOUR
Staff provided an alert of an upcoming tour at the Sierra Pacific Biomass Plant in Lincoln at the June Board meeting. The date has been set for August 30th with the tour beginning at 9:45am and ending at 1pm. The tour will include a tour of the biomass facility and small sawmill facility with a presentation and lunch in between.

Legislators that have confirmed attendance includes:
• Assemblyman Joe Patterson – Rocklin
• Assemblywoman Gail Pellerin – Santa Cruz
• Assemblyman Chris Ward – San Diego
• Assemblyman Phil Ting – San Francisco
• Senator Kelly Seyarto – Temecula
If any Board Members are interested in attending, please let our Board Clerk know. Reminders and further details will be conveyed as we get closer to the tour.

NO BOARD MEETING IN AUGUST
A reminder to the Board that the month of August is dark and there will be no Board or Committee meetings.

SB1383 SOLUTION UPDATE
The deadline to partake in the SB1383 solution through the purchase of biomass attributes through GreenLeaf is July 31st. The following is the status of our Member Agencies to date:

Committed/Support
City of Auburn
Nevada City
City of Grass Valley
City of Colfax
Town of Loomis
Evaluating
City of Lincoln
City of Placerville
El Dorado County
Pursuing Other Options
Placer County
City of Rocklin

COMMUNITY ADVISORY COMMITTEE
The Community Advisory Committee will resume meetings in July to work on programs development. Staff have also posted a flyer and application (see Attachment 5) for residents of Nevada City and the City of Grass Valley to join the committee.

PRESENTATIONS and RELEVANT MEETING ATTENDED by the EXECUTIVE DIRECTOR

1. Participated in CalCCA Weekly/Monthly Executive Committee/Board meetings.

2. Presented at the Nevada County Ad Hoc Climate Resilience Sub-Committee

3. Participated in the California Community Choice Financing Authority meeting.

4. Participated in Rocklin’s State of the City event.

5. Presented to Auburn City Council on SB1383 solution.

6. Presented at Grass Valley Town Hall event.

Agenda Item: IV-B Agenda Date: 7/20/2023

ATTACHMENTS

1. Agenda Planning Document

2. Monthly Legislative and Regulatory Report

3. Monthly Public Outreach Report

4. Strategic Plan – Quarterly Update

5. Flyer for Nevada City and City of Grass Valley residents to join the Community Advisory Committee Agenda Planning Document – Pioneer Community Energy Updated 7/14/2023 C:\Users\TeresaWillock\Pioneer Community Energy\Executive Director - General Documents\Board\Board Meeting Templates

BOARD OF

DIRECTORS
JULY 20, 2023
3:00 PM
(Post Agenda: July 14)
SEPTEMBER 21, 2023
3:00 PM
(Post Agenda: September 15)
OCTOBER 19, 2023
3:00 PM
(Post Agenda: October 13)

IN THE FUTURE
CAISO facility tour
General Function I Agenda Review Agenda Review Agenda Review Consent
1a
Minutes for Approval
JUNE 15, 2023
Minutes for Approval
JULY 20, 2023
Minutes for Approval
SEPTEMBER 21, 2023
1b Receive Draft Financials: MAY 2023
(Koehn)
Receive Draft Financials: JULY 2023
(Koehn)
Receive Draft Financials: AUGUST 2023
(Koehn)
1c RES JSR contract & budget
adjustment (Koehn)
Power Content Label (Eckert)
1d RES update Debt Policy (Koehn)
1e Joint Rate Mailer (JRM) information
(Eckert)
1f Appoint Member to A&F Committee
vacancy (Eckert)
Regular
2 Electrum demonstration (programs)
(Discussion-Eckert) Electrum; JSR
Nevada County - Expansion of Service
Territory Update (Discussion-Eckert)
Risk Oversight Policy (Action-Koehn) New Proposed Rates: RES-BCT; Green75; 3 Outreach Plans for Nevada City/Grass
Valley (Discussion-Eckert) JSR
Amend JPA re: Expansion process – approve 30-day Notice for NOV 16 vote (Action – Eckert)
(NOV-DEC) Contract Renewal -Calpine
Data Mgmt
4 Amending JPA re: Expansion process
(Discussion-Eckert)
2023 Legislative Session in Review
(Discussion-Kang)
Programs update
5 RES adopting policy regarding
Sponsorships (Action-Koehn)
Financial Review FY 22-23 (Discussion-Koehn)
Update on Prepay Transaction
6 Income Graduated Fixed Charge
Update (Discussion-Kang)
(NOV 16) RES adopting JPA Amendments
7 (DEC 14) New Member Reserves Target –
Nevada City & Grass Valley
8 (DEC 14) Public Hearing - Rates 2024
General Function II
IV-B
Executive Director’s Report
Reports: Leg/Reg; Community Engagement;
Quarterly Strategic Plan update; Biomass
Tour update; Community Outreach
Manager introduction;
Executive Director’s Report
Reports: Leg/Reg; Community Engagement;
Executive Director’s Report
Reports: Leg/Reg; Community Engagement;
Quarterly Strategic Plan update;
Executive Director Report - Quarterly
Update re: Strategic Plan objectives
JAN – APR – JULY - OCT
IV-C Informational Items
Glossary of Terms
Informational Items
Glossary of Terms
Informational Items
Glossary of Terms
Agenda Planning Document – Pioneer Community Energy Updated 7/14/2023 C:\Users\TeresaWillock\Pioneer Community Energy\Executive Director - General Documents\Board\Board Meeting Templates AUDIT/FINANCE COMMITTEE SEPTEMBER 6, 2023
3:00 PM

DATE IN THE FUTURE
Greg Janda, Chair
Holly Andreatta
John Hidahl
vacancy
Audit Kick-off

ENERGY PROCUREMENT REVIEW

AD HOC COMMITTEE
SEPTEMBER 14, 2023
1:00 PM DATE IN THE FUTURE
John Hidahl, Chair
Greg Janda, Vice Chair
Amanda Cortez
Alice Dowdin Calvillo

EXPANSION

AD HOC COMMITTEE
SEPTEMBER 13
1:00 PM DATE IN THE FUTURE
Jim Holmes, Chair
Alice Dowdin Calvillo, Vice Chair
David Yarbrough
Nevada County - Updated Impact
Assessment
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) I I
I I
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te Pioneer Community Energy Legislative and Regulatory Update July 20, 2023
Legislative Affairs
California Legislature and Capitol Update:

The California State Legislature began their Summer Recess on July 14 and will reconvene on August 14, 2023. Upon reconvening, the Legislature will begin one of the busiest periods of the session with committee hearings and bill amendments ramping up. The remainder of the session will move very quickly prior to the September 14, 2023 legislative deadline to pass bills. The Governor will then have until October 14, 2023 to sign or veto all bills on his desk; bills that are not signed into law or vetoed will automatically become law on January 1, 2024.

July 14, 2023 was the last day for Policy Committees to meet and report bills to the Floor of each House. August 1, 2023 will be the last day for Fiscal Committees to meet and report bills to the Floor of each House.

Legislative leadership reached a budget package deal on June 26, 2023 agreeing in principle to a $310.8 billion dollar budget. While there may be minor tweaks to the budget later this year, the vast majority of the budget is done.

On June 30, 2023, leadership changed in the Assembly with Speaker Anthony Rendon stepping down and Assemblymember Robert Rivas replacing him as the new Speaker.

On July 5, 2023, after a final vote by the State Senate, the State Legislature approved Governor Gavin Newsom’s infrastructure streamlining package to accelerate the clean energy and infrastructure projects needed to address climate change while creating thousands of good jobs. The measures will facilitate and streamline project approval and completion to maximize California’s share of federal infrastructure dollars and expedite the implementation of projects that meet the state’s ambitious economic, climate, and social goals. According to the Governor’s Office, the measures would: speed up construction, expedite court review, streamline permitting, and maximize federal dollars.

Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te Listed below are Pioneer’s bills of interest and their current statuses. 2023 Pioneer Bill Proposals:
• AB 625 (Aguiar-Curry):
• This bill, among other things, would have required the CPUC to continue the BioMAT program until implementation of the provisions authorizing CCAs to participate in the program has been resolved and adequate time is given to CCAs to participate in the program. • The bill was held in Assembly Appropriations.
• SB 488 (Alvarado-Gil):
• This bill would have authorized CCAs to participate in the BioRAM program for any portion of a local publicly owned electric utility’s required proportionate share of 125 MW that was not procured because of an exemption.
• This bill failed passage in the Senate Energy, Utilities, and Communications Committee by a vote of 7-2-9 and is dead. 2023 Pioneer Priority Bills to Support or Oppose Unless Amended:
• AB 50 (Wood): Support
• Requires the CPUC to determine criteria for timely service by 2025.

Requires each large electrical corporation that energized less than 20% of customers with completed applications by January 31, 2023, to submit a report to the CPUC by December 1, 2024, demonstrating that the IOU has energized 80% of customers with completed applications. • Senate Energy, Utilities, and Communications.
• AB 538 (Holden): Support
• Delegates to the CEC the ability to authorize the transformation of the CAISO into a multistate regional transmission system, if specified requirements are satisfied. Prohibits a California electrical transmission facility owner, a retail seller of electricity, or a local publicly owned electric utility from joining a multistate regional transmission system organization, if specified requirements are not met.
• Assembly Appropriations
Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te • AB 557 (Hart): Support
• Revises the authority of a legislative body to hold a teleconference meeting under abbreviated teleconferencing procedures when a declared state of emergency is in effect. Extends indefinitely that authority in the circumstances under which the legislative body either 1) meets for the purpose of determining whether, as a result of the emergency, meeting in person would present imminent risks to the health or safety of attendees, or 2) has previously made that determination.
• Senate Floor.
• AB 643 (Berman): Support
• Requires the CPUC to commence the consideration of adopting mechanisms for distributed renewable generation interconnections to enforce timelines, reduce administrative burden, and provide transparency and certainty to customers. Requires the CPUC to create process improvements to, and potential timelines for, Electric Rule 21 to address certain types of delays.
• Assembly Appropriations.
• AB 704 (Jim Patterson): Support
• Requires any residential construction intended to repair, restore, or replace a residential building that was damaged or destroyed as a result of a disaster in an area in which the Governor has declared a state of emergency to comply with the state’s requirement for photovoltaic systems that were in effect at the time the building was originally constructed, if certain conditions are met with respect to the building owner's income, insurance coverage, and the location and square footage of the construction.
• Assembly Appropriations.
• AB 998 (Connolly): Support
• Requires the CEC to report by December 21, 2025, on utility-scale biomass combustion facilities and specifies information the report must contain.
• Senate Appropriations.
• AB 1373 (Garcia): Neutral
• Authorizes the CPUC to request that the Department of Water Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te Resources procure offshore wind and geothermal energy resources until January 1, 2030. Authorizes the CPUC to order the procurement of resources with specific attributes by electrical corporations, electric service providers, and community choice aggregators as a result of the integrated resource planning process and requires the CPUC to enforce any resource procurement requirements on a nondiscriminatory basis.

Authorizes a local publicly owned electric utility to meet its minimum planning reserve margin through individual contractual procurement or through an aggregated or pooled portfolio of resources. Requires the CPUC to assess a capacity payment if the Department of Water Resources procures through the Electricity Supply Strategic Reliability Reserve Program during the same month the load-serving entity fails to meet its system resource adequacy.
• Senate Energy, Utilities, and Communications.
• AB 1533 (Committee on Utilities and Energy): Oppose Unless Amended
• Serves as the Utilities and Energy Committee’s omnibus code clean-up measure. Excludes energy, capacity, or any attribute from the Diablo Canyon Power Plant from counting toward California's statutory renewable energy mandates, zero-carbon resource targets, or climate goals beyond its current retirement date of August 26, 2025. • Senate Energy, Utilities, and Communications.
• SB 83 (Wiener): Support
• Requires the CPUC to establish maximum energization time periods by when an electrical corporation would be required to energize a development project. Requires electrical corporations to energize development projects within the maximum time period established by the CPUC. Requires electrical corporations to compensate development projects for failing to meet the deadline.
• Senate Appropriations.
• SB 306 (Caballero): Support
• Makes changes to the direct install program approved in last year’s budget as part of the Equitable Building Decarbonization Program and codifies the Extreme Heat Action Plan.
• Assembly Natural Resources
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te • SB 410 (Becker): Support
• Requires the CPUC to establish reasonable average and maximum target energization time periods for interconnection projects, establish a procedure for customers to report energization delays, and require the electrical corporations to take remedial actions to achieve the CPUC's targets.
• Assembly Utilities and Energy.
• SB 537 (Becker): Support
• Allows a board, commission, or advisory body of a multijurisdictional, cross county, local agency with appointed members that is subject to the Brown Act to use alternate teleconference provisions if specified conditions are met. Requires at least a quorum of members of the legislative body to participate from locations within the boundaries of the territory over which the local agency exercises jurisdiction, require the legislative body to identify in the agenda each member who plans to participate remotely and to include the address of the publicly accessible building from each member who will participate via teleconference and prohibits a member from participating remotely pursuant to these provisions unless the remote location is the member’s office or another location in a publicly accessible building and is more than 40 miles from the location of the in-person meeting.

Repeals these alternative teleconferencing provisions on January 1, 2028.
• Assembly Local Government.

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.23-01-007 Diablo Canyon Potential
Extension Order
Instituting Rulemaking
(OIR)
Resource Adequacy (RA)
benefits from Diablo
Canyon should be
allocated to all
Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te jurisdictional LSEs and
GHG-free attributes
should be allocated to all
LSEs on a voluntary
basis
R.22-10-010 Order Instituting
Rulemaking (OIR) to
Implement AB 843
(2022) – The Bioenergy
Adjusting Tariff Program
Expeditiously implement
AB 843 to allow CCA
access to the BioMAT
program for future
subsidies for biomass
procurement
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; 2023 ERRA
Forecast Application;
2024 ERRA Forecast
Application
Reduce the ERRA impact
on the PCIA; increase
data transparency from
the IOUs
R.20-08-020 Rulemaking to develop a
successor to existing Net
Energy Metering (NEM)
tariffs and to review and
refine existing NEM
tariffs
Mitigate impacts to
Pioneer NEM customers
R.21-03-011 Provider of Last Resort
(POLR) Order Instituting
Rulemaking (OIR)
Limit the impacts of
changes to the Financial
Security Requirement
(FSR)
R.17-06-026 Power Charge
Indifference Adjustment
(PCIA)
Reduce the PCIA and
rate volatility for CCA
customers; increase
data transparency from
the IOUs
Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te 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), and
Enhanced Powerline
Safety Settings (EPSS)
Reduce impacts of PSPS
and EPSS events;
increase coordination
and communications
with IOUs to ensure
public safety during de-energization; limit PSPS
and EPSS impacts on
CCA load scheduling
CEC - OIR – 21-OIR-03,
23-LMS-01
Load Management
Standards (LMS)
Pioneer is working to
extend the date of the
required rate upload and
make requirements
manageable for CCAs
• AB 843 OIR:
• The OIR was opened on October 20, 2022, to examine issues in the implementation of AB 843 which Pioneer and other CCAs
championed in 2021. The preliminary schedule anticipates a Decision in Q3 2023.
• CalCCA filed Opening Comments on November 28, 2022 and Reply Comments on December 13, 2022. In both Opening Comments and Replies, CalCCA and most parties, including the IOUs, were aligned on the implementation: seeking same treatment for CCAs as the IOUs in the BioMAT Program.
• An Administrative Law Judge (ALJ) Ruling was issued on February 21, 2023, setting a Prehearing Conference (PHC) date for March 10, 2023; a Scoping Memo and Ruling were issued on April 6, 2023 with an anticipated Proposed Decision (PD) in Q3 2023. Pioneer and CalCCA pushed for this Proceeding to move quickly.
• The Scoping Memo and Ruling issued by Commissioner John Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te Reynolds on April 6, 2023 omits from this proceeding issues relative to contract pricing and queuing requirements as well as amendments to the sunset date in order to expedite
implementation of AB 843 and instead indicates that the CPUC may revise the BioMAT program in Rulemaking 18-07-003 or its successor proceeding.
• A Workshop was held on April 28, 2023 to provide a venue to discuss the process for administration of CCA BioMAT contract terms and conditions, tariffs, program queue coordination, cost recovery, contract management, and oversight. Energy Division, CalCCA, CCA representatives, and the IOUs discussed
implementation of CCAs into the existing BioMAT program. • An ALJ Ruling was issued on May 5, 2023. The ruling invites comments on various questions and a potential framework for CCA involvement in the BioMAT contracting process. Responses to the questions in the Ruling will guide how the CPUC frames the process. Comments on the Ruling were due on June 15, 2023, and Replies were due on June 29, 2023. Within 10 days of Reply Comments parties may request Evidentiary Hearings; a PD should be issued within 90 days of Reply Comments on the Ruling. A CalCCA Tiger Team will consider a potential Motion in the RPS Proceeding on BioMAT program sunset date as recommended by the CPUC.
• CalCCA’s Reply Comments to the May 5, 2023 ALJ ruling were filed on June 29, 2023 providing the following recommendations to the Commission: 1) reject the proposals of the IOUs to allocate available BioMAT program capacity based on CCA load share and to have the CCAs manage their own queues. Instead, the full BioMAT capacity allocations for each BioMAT period should remain available to both the IOUs and CCAs, and CCAs operating within the IOU territory should submit their projects to the queue; 2) adopt the Joint IOUs’ alternative proposal to have an independent third party manage the IOU/CCA queue in each IOU service territory through the Accion platform, with costs for the independent third party and Accion recovered by IOUs and CCAs through the Public Purpose Program (PPP) charge; 3) reject The Public Advocates Office at the California Public Utilities Commissions’ (Cal Advocates’) request to require all CCA BioMAT related filings to be submitted in the Renewables Portfolio Standard (RPS) proceeding and instead apply the same filing rules to CCAs as is required of IOUs; 4) reject the Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te Joint IOUs’ statement that Commission BioMAT oversight of CCAs is needed because the CCAs lack any incentive to prevent
disallowances – the CCAs have every incentive to prevent mismanagement of their contracts and subsequent disallowances; 5) reject the Joint IOUs’ argument that CCAs not be permitted to recover CCA administrative and systems costs for their BioMAT Power Purchase Agreements (PPAs); 6) adopt the Joint IOUs’ proposal that CCA program administrators file quarterly reports instead of advice letters to report new BioMAT PPAs to the Commission; 7) allow all LSEs to at a minimum receive their load share equivalent credit for BioMAT resources for mid-term reliability and Integrated Resource Planning requirements. • Net Billing Tariff (NBT)/NEM 3.0:
• This Proceeding created 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 cost shifts onto lower income customers who are subsidizing, to some degree, residential solar owners. The Proposed Decision (PD) was voted out unanimously at the December 15, 2022 Commission Voting
Meeting and new solar customers that sign up after April 14, 2023 will be placed on NEM 3.0. There was a presentation at January’s Pioneer Board meeting regarding how the new Net Billing Tariff will work. Pioneer’s website includes information from the CPUC about NEM 3.0 including an FAQ, factsheet, and press release. This information will also be incorporated into online solar webinars. • Joint CCA NBT Working Group meetings are ongoing. PG&E and SCE filed Advise Letters (ALs) regarding the Net Billing Tariff on March 27, 2023 to address protests to the NBT. A Scoping Memo and Ruling was filed on March 24, 2023 extending the Proceeding 90 days.
• Opening Comments on the ALJ Ruling seeking responses to questions on the Virtual Net Energy Metering (VNEM) tariff and the Net Energy Metering Aggregation (NEMA) sub-tariff were filed on March 21, 2023, and Replies were filed on April 4, 2023; many stakeholders filed Comments.
• On April 3, 2023, an ALJ Ruling was issued seeking comments on AB 2143 which mandates prevailing wages to all construction workers and apprentices for customer-sited renewable electrical Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te generation facilities and any associated battery storage projects.

April 24, 2023 and May 4, 2023, Comments and Reply Comments were filed on the Ruling. May 18, 2023, Protests to the IOUs’ advice letters establishing Net Billing tariffs were due. • NBT went into effect on April 15, 2023, but implementation is contingent upon the IOUs’ ability to get billing systems in place. • Environmental groups filed a petition with the California Court of Appeal requesting a review of a new rooftop solar policy they fear could suppress the adoption of clean energy systems. The Commission’s new policy may violate California’s climate laws and could stifle rooftop solar growth. Under the new policy, existing solar producers can maintain their current arrangements for 20 years, but future customers will be subject to rates linked to how much electricity is worth at a given time of day, while also paying a fixed monthly fee. The policy, which took effect April 15, 2023, reduces the amount of payback new customers can receive when they sell excess electricity back to the grid.
• On May 5, 2023 an ALJ Ruling invited comments on potential modifications to solar on the multifamily affordable housing program. On June 2 and June 16, 2023, Opening and Reply Comments were filed on ALJ Ruling.
• PG&E ERRA Compliance and ERRA Forecast:
• 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 (GRC) which ultimately affects CCA rates through the Power Charge Indifference Adjustment (PCIA).
• 2019 PG&E ERRA Compliance: a December 19, 2022 PD was issued disallowing under collected PSPS revenues from 2019 and adopting a calculation methodology. On January 9, 2023, Opening
Comments of the Joint CCAs, Joint IOUs, and Public Advocates Office (PAO) were submitted. CalCCA argues that wholesale generation revenue should be included in the disallowance as the record plainly establishes imprudence in the Joint IOUs’ PSPS actions. The Joint IOUs argue to the contrary. The Joint IOUs Reply Comments recommended: 1) the Commission should adopt the PD's exclusion of unrealized wholesale generation revenues as the 25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te PD correctly found that it would be overly punitive to include this category of revenues whose calculation is highly speculative, overly complicated, and prone to error; 2) the CCA Parties’ Opening Comments merely relitigate past issues already adjudicated by the PD rather than demonstrating factual or legal error committed by the PD. The Utility Reform Network’s (TURN) Reply Comments argue that the Commission should reject another attempt by the IOUs to reduce shareholder funding of under collected balances caused by PSPS events. The PD further states that the IOUs shall forgo collection in rates from customers of all authorized revenue requirement equal to estimated unrealized volumetric sales and unrealized revenue resulting from PSPS events. The PD has already carefully considered the parties’ positions regarding which rate components should be included in the calculation of the unrealized revenues, and TURN believes that the PD establishes a fair and reasonable set of criteria. Adopting the IOUS' position would result in a reduction in shareholder funding of under collected balances caused by a PSPS event. The PD prohibits PG&E, SCE, and SDG&E from adjusting future rates to collect any revenue shortfalls recorded as under collections in their respective balancing accounts caused by the PSPS events in 2019. The PD also adopts a methodology to calculate the estimated unrealized revenues PG&E, SCE, and SDG&E incurred or will incur during future PSPS events.

This item was held from the last several weeks' Voting Meetings and was ultimately withdrawn from the June 29, 2023 Voting Meeting to keep the Proceeding open for further consideration and development of the Record.
• 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. New Market Price Benchmarks (MPB) arrived: higher energy and RA prices add significant value to the PCIA calculation; that additional value would be enough to turn the forecasted PCIA amount negative. On October 17, 2022, PG&E filed its October ERRA Forecast Update, including negative PCIA rates across several vintages. Drivers for the negative PCIA include higher brown power market prices, higher RA prices, lower RPS prices, an under collection of the ERRA and an over collection of the PABA. PG&E fought the negative PCIA and crediting for it, despite SCE and SDGE already having a negative PCIA and crediting for it. Joint 25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te CCAs argued for uniform treatment for all the IOUs. Further Updates came on November 15, 2022 and another on December 30, 2022; the PCIA remained negative for several PG&E vintages. A PD was issued on November 28, 2022. The PD was a huge win for the Joint CCAs eliminating a PCIA floor; vintages with forecasted negative indifference amounts will receive credits for those amounts. A Final Decision came at the December 15, 2022 Commission Voting Meeting. Actual rates were submitted via Tier 1 Advise Letter on December 30, 2022 and went into effect on January 1, 2023.
• As reported at January’s Pioneer Board meeting, the latest PCIA forecast indicated that the market price benchmark was higher than PG&E’s “above market costs” resulting in a negative PCIA rate. Rather than provide a credit from the negative PCIA rate, PG&E proposed that the credit to customers be deferred and later be used to offset any subsequent PCIA payments made by
customers. Pioneer via CalCCA argued that changing the
methodology was inappropriate.
• As a result of the efforts through CalCCA, the CPUC found “no persuasive argument for [PG&E’s] proposal. PG&E must continue the current practice and flow through the PCIA adjustment whether positive or negative to all bundled and departed customers.” This was a huge win for Pioneer and all CCAs in PG&E service territory, as the negative PCIA results in greater savings for customers. • 2024 PG&E ERRA Forecast: PG&E’s 2023 – 2024 ERRA Forecast and Testimony came out on May 15, 2023. NewGen sent over the new rate forecast spreadsheet on June 1, 2023. The forecast looks good with the PCIA remaining negative over many vintages, but this will change before the October Update. Many of the changes will be contingent upon CPUC decisions in the GRC Proceeding, and the PCIA Energy Index MPB, RPS MPB, and GHG MPB. Keyes and Fox filed a Protest to PG&E's 2023 – 2024 Forecast Application on June 16, 2023. A Prehearing Conference is scheduled for July 12, 2023.
• Power Charge Indifference Adjustment (PCIA):
• This Proceeding seeks to improve the methodology used in the ERRA Proceeding to determine the PCIA.
 Phase I: Track 2: an additional Staff Proposal was issued on Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te September 12, 2022 on the RPS MPB, how to value GHG-free resources in the PCIA, and how to address data access
issues. The Proposal sought to adopt a GHG-free MPB for PCIA calculations and to work with staff to develop the details of this approach.
• On March 3, 2023 an ALJ Ruling was issued on staff's
GHG-free Proposal and Issues in Scope requesting
Comments on whether the Commission should
consider additional issues before closing this
proceeding: 1) whether GHG-Free resources are
under-valued in the PCIA, and if so, whether to adopt
an adder or allocation mechanism; 2) whether to adopt
a new method to include long-term fixed-price
transactions in calculating the RPS adder; and 3)
whether to modify the calculation of the PCIA energy
index MPB. Comments were filed on March 17, 2023;
Reply Comments were filed on March 24, 2023;
CalCCA took no position at that time on the request by
PG&E and SCE to place in scope the concept of a
PCIA/PABA trigger.
• On May 4, 2023, a PD was issued on Energy Index
MPB, RPS MPB, and GHG MPB. The PD modifies the
calculation of the PCIA by establishing a MPB and
allocation mechanism to address the GHG-free
incremental value of large hydroelectric energy
resources above fossil fuel resources; the PD revises
the calculation of the Energy Index MPB to improve
accuracy and transparency but declines to modify the
calculation of the RPS MPB or modify access to
confidential data for ESPs.
• The PD is favorable accepting many CalCCA requests.

CalCCA filed very limited Comments on the PD on May
24, 2023, and Reply Comments were filed on May 30,
2023. The Commission adopted a revised Proposed
Decision on GHG-Free Resources, the Energy Index,
RPS MPB and ESP Data Access at the June 8, 2023
Commission Voting Meeting. A Final Decision was
approved at the June 13, 2023 Voting Meeting.

Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te • Resource Adequacy
• R.21-10-002 established a Reform Track and an Implementation Track for RA compliance year 2023.
• 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.

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.
• On May 25, 2023, the CPUC issued a PD adopting Local Capacity Obligations for 2024-2026, Flexible Capacity Obligations for 2024, and Program Refinements. The PD addresses outstanding issues in Phase 3 of the Implementation Track within the Resource Adequacy proceeding. The PD adopts CAISO’s recommended 2024 – 2026 Local Capacity Requirements and 2024 Flexible Capacity
Requirements; it extends the Effective Planning Reserve Margin (PRM) through 2025 and retaining the 17% PRM for 2024-2025; the PD barred non-compliant LSEs from expansion for two calendar years following a system RA deficiency; the PD also addressed issues around CPE transparency and reporting and CPE process enhancements, RA import rules, and available transmission capacity. Opening comments were filed on June 14, 2023 and Replies on June 19, 2023.
• CalCCA’s comments made the following recommendations to the Commission: fully reject the PD’s restrictions on LSE expansion; limit the IOUs’ effective PRM procurement to non-RA resources; set to the effective PRM target consistent with the results of Energy Division’s planning studies; modify unspecified import bidding requirements to unlock additional supply; make RA import identification requirements less restrictive by requiring scheduling coordinator identification in RA showings rather than LSE identification in CAISO resource identifications; modify the central procurement entity process timeline to provide certainty to LSEs; reject the PD’s proposal to lock in LSE load forecasts annually to Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te avoid cost shifts; and modify the RA deficiency penalty clarifications.
• On June 27, 2023, a Redlined PD was issued. The revisions included: adopting a one percent minimum threshold for RA deficiencies that would limit CCA expansions; clarifying that if an LSE “cures” its year-ahead RA deficiency in the month-ahead timeframe, the year-ahead deficiency will not be applied to the expansion requirement. However, this only applies to a year-ahead deficiency accrued two years before the year in which the LSE files its binding load forecast; clarifying that the first year-ahead deficiencies that will apply for LSE expansion limitations will be the 2024 year-ahead filings; removing the requirement that RA import resource IDs include the LSE ID for the LSE associated with the RA; adopting the formula proposed by 3CE for applying penalties when LSEs enter a lower tier mid-year; and allowing mid-year load migration updates. The PD was adopted by the Commission at their June 29, 2023 meeting, which closed the Proceeding.
• Utility Deenergization, PSPS, and EPSS:
• Pioneer staff is leading an effort among Joint CCAs and other stakeholders asking the CPUC for the consideration of Enhanced Powerline Safety Settings (EPSS) issues in the Deenergization or its own Proceeding. Pioneer, along with Joint CCAs, Joint Local 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 or its own Proceeding. The arguments in the motion are to treat EPSS events with the same regulations and oversight as PSPS events. On November 7, 2022, Pioneer, along with the other Joint Parties, filed a letter with the CPUC regarding Fast Trip and EPSS issues and concerns; the letter was also sent to the Governor’s Office and several others requesting that the Programs be regulated as the PSPS Program is.

The letter contained signatures from Senator Dodd, Senator Laird, Senator Dahle, Senator Nielsen, Assembly Member Dahle,
Assembly Member Gallagher, and Assembly Member Wood. PG&E quickly responded to the letter defending its EPSS program and arguing against further oversight or regulation of the program.

CPUC President Alice Reynolds responded to Assembly Member Levine’s November 2, 2022 letter in the PSPS Proceeding regarding Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te fast trip and EPSS impacts and oversight. In her response, she pointed to existing CPUC oversight of PG&E’s EPSS Program, including monthly reporting, regulatory obligations under the Office of Energy Infrastructure Safety, and requirements under PG&E’s Wildfire Mitigation Plan focusing increased attention to avoidance of adverse EPSS impacts. Another letter by the Joint Parties was sent to President Reynolds on December 14, 2022 further demonstrating the severe impacts of EPSS events, especially in rural areas, and again calling for increased regulation of the fast trip programs.
• An EPSS Workshop was held with the CPUC on March 17, 2023.

The Workshop included Joint Parties, the IOUs, the CPUC, the CEC, and the Public Advocates Office (PAO). Each party provided a presentation on their fast trip programs, progress made, impacts of fast trip programs on customers and communities, and steps moving forward. This was a big success for Pioneer as EPSS issues are being further considered by the CPUC. Joint Parties are seeking more data on the fast trip programs to further identify issues and impacts, and to mitigate against the effects of the Programs. • On April 10, 2023, the Joint Parties sent a data request to all three IOUs asking for specific information relating to each Fast Trip program. Pioneer received responses on the data requests from all three IOUs. A meeting among Joint Parties was held to discuss next steps. Joint Parties submitted Comments in the Wildfire Mitigation Plans Proceeding and are looking at a potential legislative hearing on the matter after the 2023 legislative session. • Provider of Last Resort (POLR):
• This OIR will implement Provider of Last Resort (POLR) requirements directed by SB 520 and will establish cost allocation and recovery for the POLR.
• Phase 1: IOUs as the POLR. The Proceeding is currently in Phase 1 which seeks to:
 Establish new policies to plan for and prevent catastrophic failures in the event of an unplanned return en masse of CCA customers to IOU service.
 Review and update existing procedures and policies for Financial Security Requirements (FSR), reentry fees, and LSE deregistration process and compliance requirements.
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te  Address last-minute procurement in which market conditions have led to a shortfall of resource capacity that could put the POLR at risk and increase the cost to returning customers and bundled customers.
 Advance indicators of financial instability that could help provide orderly, less costly transitions to the POLR.
 The IOUs requested a delay for the Joint Case Management Statement regarding the calculation of LSEs’ FSR from May 15, 2023 to May 26, 2023. This delay resulted in a Meet and Confer taking place on May 15, 2023 to discuss the need for evidentiary hearings and briefs. An additional Meet and Confer took place on May 23, 2023 and Parties determined evidentiary hearings were not necessary and that parties should file Opening and Reply Briefs before the Commission issues a PD. The Joint Case Management Statement was filed on May 26, 2023 reflecting this conclusion. On June 19, 2023, Assigned Commissioner Houck issued an Amended
Scoping Memo. The memo states that no evidentiary
hearings are necessary, agreeing with the Joint Case
Management Statement previously filed by the IOUs and
CalCCA. A Proposed Decision is expected in August or
September 2023.
 On May 10, 2023, the IOUs filed their FSR updates through Advice Letters. CCAs evaluated the Advice Letters to
determine whether or not there was a need to protest, given it appears PG&E excluded PCIA revenues from their
calculation. It does not appear that any CCAs will be filing protests to the ALs as all CCAs reported their FSRs remaining at the minimum $147,000.
 Phase 2 will consider other LSEs acting as the POLR.
• CEC Load Management Standards (LMS):
• LMS/MIDAS: Joint IOUs and CCAs sought an extension of the July 1, 2023 MIDAS data upload deadline once the CEC finalizes the MIDAS protocols.
• A Proposed Order was issued on May 19, 2023 which: 1) denied the Joint Parties’ request for a nine month extension; 2) extends the MIDAS upload requirement for the time-dependent base rates from July 1, 2023 to August 1, 2023 and for the rate modifiers to Plf)NEER

COMMUNITY ENERGY
25 10 Wa rre n Drive , Su ite B, Ro c klin , CA 9 5 6 77 (9 16 ) 75 8 - 8969 Pio n e e rCo m m u n it y En e rg y .org J u ly 20 , 20 23 – Pio n e e r Co m m u n ity En e rg y Le g is la tive a n d Re g u la to ry Up d a te October 1, 2023; 3) finds that CCAs only have to upload their generation rates (and the IOUs will separately submit their transmission and distribution rates); and 4) finds that CCAs have no ability to seek an extension under the Load Management regulations. CalCCA filed comments on the Proposed Order on May 26, 2023 recommending that the CEC: 1) adopt the finding that CCAs are only required under the LMS regulations to upload their generation rates, and are not required to combine their generation rates with IOU transmission and distribution rates prior to upload to MIDAS; 2) to prevent legal error, modify the Proposed Order’s finding that CCAs have no ability to request delays or other relief from the MIDAS upload requirement; and 3) modify the Proposed Order’s findings to replace the term “unbundled” with “base” to fulfill the Commission’s intent to require the CCAs and IOUs to upload on August 1, 2023 only those time-dependent base portions of rates that do not include modifiers or adders. On May 26, 2023 CalCCA held a meeting with CEC counsel; CEC council does not believe that CCAs can file for an extension as the IOUs can; there cannot be an interim plan, and CCAs must comply will all requirements of the regulations; CCAs should not file requests for an extension unless it is a full plan for compliance. The Proposed Order was voted out at the May 31, 2023 CEC Business Meeting. • Diablo Canyon:
• Bill measure AB 1533 (Assembly Utilities and Energy Committee) and a subsequent CPUC proceeding are moving as PG&E is seeking to exclude RA and GHG-free renewable benefits from Diablo Canyon. CalCCA is arguing that RA Benefits should be allocated to all jurisdictional LSEs and GHG-free attributes should be allocated to all LSEs on a voluntary basis.

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COMMUNITY ENERGY
7/14/2023
1 Outreach &
Engagement Reporting
June 2023
7/20/23
Customer Engagement: Meeting People Where They Are
ChatBot
- 5,200 conversations
- 57 requests for live chats
- 15% drop in calls for June since launch
Recruitment & Retention
- Direct mailers
- 33 customer re-enrollments
- 20 customers retained
- 2 Pioneer Green100
Customer Influence
- 157 total customers re-enrolled to date
- 218 total customers retained to date
Phone Calls/Emails
- 558 total calls
- 34 total emails
- 91.5% customer satisfaction
Direct Engagement
- 2,132 contacts since January 2023
- Presence at El Dorado County Fair
- Presence at Placer County Agricultural Comm.
- Presence at Rocklin State of the City
Upcoming
- Field day at Senior Center
- Lincoln Airport Open House
- Greater Auburn Economic Development - Auburn Senior Center: Ways to Save Workshop 1 2
7/14/2023
2 Social Media Activity:

Growing Our Online Community
Engagements
10,853
Followers
992
Posts
25 Impressions
34,392
Success: Increase in Website Visitors
Total Page Views
12,937
Users

5.8K
Total Page Views

5.6K
3 4
7/14/2023
3 Social (Organic)
Social Ads (Geofenced)
Ads
7 Engagements
57,830
Impressions
229,854
Video Views
53,793
5 6
7/14/2023
4 Google Ads (Geofenced)
Ads
8 Clicks
1,495
Impressions
1,983,278
7 Strategic Plan
Quarterly Progress Report
July 20, 2023
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COMMUNITY ENERGY
Local Engagement
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 Pioneer will continue to focus on awareness through paid media and physical presence in the community. 2023 has been a 'blitz' of activity in outreach with the expectation of building trust which improves the participation.

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 Commercial & Industrial accounts comprise 40% of Pioneer's revenues. Pioneer does have a Key Accounts Manager who focuses specifically on the business accounts.

Pioneer has a strong participation rate with business accounts that is above 93% overall with a near 98% in the large users (>750,000 kWh).

1.3 Launch a Community Program Advisory Committee ("CPAC") in 2021 The Committee launched in late 2021. A final report by the Committee was received by the Governing Board in December 2022.

1.4 Pioneer staff will increase the organization's presence within the communities we serve by participation in local events
Staff has been very active in 2023 by being present in the community by participating in events such as the El Dorado County Fair and Auburn Home Show or through customer engagements.

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% Pioneer has invested resources to improve awareness through all media channels. The investments have provided staff with valuable feedback, significant increase in traffic to the website and enhanced our brand.
b. Conduct an annual customer survey in winter 2022
A survey was launched in late 2022. The results were shared with the Board in Spring 2023.
c. Increase presence in El Dorado County through targeted social media and digital ad buys
The residential sector in El Dorado County is the lowest participation rate amongst our Members. Staff continues to focus on all media channels.

Quality in Service
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 Pioneer hired a Customer Care Coordinator in early 2023. We also implemented a ChatBot to the website. Customer inquiries are being responded to timely with information that meets their needs.
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
In late 2021, the Board adopted financial policies that sets a target of 160 days of cash coverage. The policies have assisted the Board in rate setting and Pioneer continues to make progress towards the target.
b. Develop cost-effective, grid-resilient product to increase access for the business community members interested in joining Pioneer
Explorations have stalled. However, we are in the recruitment for a Sr. Quantitative Manager that would help in the analysis of projects.

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 strong bridge towards a more formal economic development rate policy.
b. Explore rate programs that incentive local solar and biomass project development The Board approved $2 million in programs funding for the FY 2023-24 budget. That could fund the development of a feed-in tariff or other program that targets local solar projects that otherwise cannot compete with larger projects out of the territory.

Employer of Choice
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. The Board adopted the recommendations in the FY 2023-24 Operating Budget.

3.2 Uphold Pioneer's company culture through internal communication channels and team engagement opportunities
a. Conduct an annual all-staff survey
A survey was released in early 2023 to help shape employee health and welfare enhancements through the FY 2023-24 budget process. The Board adopted enhancements that keeps Pioneer competitive in attracting and retaining talent. b. Lead quarterly team-building activities
Quarterly team building events have been occurring and well received by the employees.
c. Invest in employee professional development pathways The Tuition and Professional Development Policy was adopted in early 2023. The goal is to keep our employees current and competitive with their skills.

Operational Excellence
Objective Description Status
Prior
Quarter Comments

4.1 Continue grid resiliency efforts to mitigate Public Safety Power Shutoff ("PSPS") events in our communities
Pioneer has experienced a significant reduction in PSPS events in our territory. However, Fast Trips or EPSS events have increased. These are short duration events that occur without warning and can be frequent. Staff has collaborated with RCRC and the CPUC to support oversight of the EPSS program with the goal of mitigating the occurrence of these events and add transparency.

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 PPA with NextEra Energy earlier this year. We currently have hydro, solar, geothermal, biomass and conventional energy in the portfolio. We have also been very active to remain compliant with Resource Adequacy.

4.4 Target diversification of Pioneer's power source portfolio through procurement with regional suppliers
Pioneer prioritizes power supply from its service territory when it is economically feasible to do so. We have a long-term PPA with El Dorado Irrigation District, we purchase energy and resource adequacy from Placer County Water Agency and we purchase PCC3 from the Sierra Pacific Biomass Plant in Lincoln. We are currently in negotiations with Nevada Irrigation District.

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 protection of customer data is a priority for Pioneer. The annual cybersecurity audit was completed in Spring 2023 and results presented to the Board. Pioneer received a favorable report and will continue to stay current to the latest threats.

Financial Stability & Strategic
Growth
Objective Description Status
Prior
Quarter Comments

5.1 Pursue expansion opportunities with like-minded communities by initiating conversations with leadership within the jurisdictions
Staff is currently in the outreach phase with the expected service date of January 1, 2024 for Nevada City and Grass Valley. We also closed the recruitment on the Community Outreach Manager who will focus on expansion and have made contact with the City of West Sacramento, and the Counties of Amador, Butte, Yuba and Toulumne.

Significant progess is being made to add Nevada County to Pioneer in 2025.

5.2 Build policies and procedures that facilitate the growth of our service area Pioneer has established an Expansion Policy to define the parameters for expansion and the process. Pioneer also adopted a New Members Reserve Policy that requires new members to fund their cost of service and protects equity created by existing members.

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 has been consistent the past two years in their rate making approach by balancing the needs of the utility while providing ratepayer savings.

Pioneer ends FY 2022-23 in financially stable condition and just adopted the FY 2023-24 Operating Budget that is balanced.

5.4 Achieve an investment grade credit rating
Pioneer is making significant progress in achieving its 160 days of cash coverage target.

We expect the begin the process with the rating agencies in early 2024.

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 Pioneer had a few disappointments on the legislative front by not receiving support on biomass bills. However, the focus for staff for the rest of 2023 is to collaborate with the CPUC to move AB843 into action so we can break ground on biomass projects by early 2024.

ABOUT US

HOW TO APPLY

CONTACT US
(916) 298-8929
2510 Warren Drive
Suite B
www.pioneercommunityenergy.org Rocklin, CA 95677
To apply to the C.A.C., please go online and complete an application. Provide a cover letter and submit all
documents to [email protected].

Pioneer Community Energy is a local not-for-profit provider of electricity — we power the communities we serve with competitive rates, reliable service and a choice in energy options. Pioneer provides electricity to Auburn, Colfax, Lincoln, Rocklin, Loomis, unincorporated Placer County and El Dorado County. Starting in early 2024, Pioneer will also serve Grass Valley and Nevada City.

ABOUT C.A.C.

Pioneer's Community Advisory Committee (C.A.C.) is a
volunteer committee that works with the Pioneer staff and Board to help create and design Pioneer's future programs.

With the expansion into two new territories, Pioneer is looking for additional volunteers to represent their community.

Join Pioneer's Community
Advisory Committee!