Pioneer Community Energy Board of Directors
April 25, 2024

Board of Directors
Chair: Alice Dowdin Calvillo
Vice Chair: Tom Ivy
City of Auburn
Alice Dowdin Calvillo
Sandra Amara, 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
Dan Karleskint
Holly Andreatta, Alternate
Town of Loomis
David Ring
Danny Cartwright, Alternate
Nevada City
Gary Petersen
Lou Ceci, 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
Pioneer Community Energy
Board of Directors
April 25, 2024

SPECIAL MEETING
CLOSED SESSION – 2:45 PM
REGULAR SESSION – 3:00 PM
Pioneer Community Energy Board Room
2510 Warren Drive, Suite B, Rocklin, CA 95677
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/89020017279;
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 participated 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:
https://us06web.zoom.us/j/89020017279.

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
If you would like to make a comment, you will use the “Raise Your Hand” feature. Please note that you should only raise your hand during the item to which you will comment. Instructions for using the “Raise Hand” feature when using a computer or mobile device can be found at the link:
https://support.zoom.us/hc/en-us/articles/205566129-Raising-your-hand-in-a-webinar Public Comment via telephone (Audio Only Option)

1. Dial 1 (699) 900-6833

2. When asked for the meeting ID, enter 890 2001 7279#

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.

Plf)NEER

COMMUNITY ENERGY
I. CALL TO ORDER
A. ROLL CALL
B. ADJOURN TO CLOSED SESSION
II. CLOSED SESSION PURSUANT TO GOVERNMENT CODE SECTION 54954.5:

A. CONFERENCE WITH LEGAL COUNSEL -

1. Anticipated Litigation: Significant exposure to litigation pursuant to paragraph (2) of GC §54956.9:
(1 case)
III. REGULAR SESSION
GENERAL ADMINISTRATIVE FUNCTION – PART 1
A. PUBLIC REPORT OF CLOSED SESSION
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 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.

IV. 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 the minutes of the March 21, 2024, regular meeting. (ECKERT) b) FINANCE & ADMINISTRATION
Receive Fiscal Year 2023-24 Draft Financial Reports through February 2024. (KOEHN) c) FINANCE & ADMINISTRATION
Adopt Resolution to establish an ad hoc committee for Employee Health and Welfare considerations.(KOEHN)
d) FINANCE & ADMINISTRATION
Adopt Resolution to authorize the Chief Executive Officer to execute an agreement with Colantuono Highsmith Whatley, PC for an amount not to exceed $150,000. (KOEHN) V. REGULAR AGENDA
2) LEGISLATIVE & REGULATORY
2024 Pioneer Legislative Policy and Platform (ACTION- KANG) Receive and approve the 2024 Pioneer Legislative Policy and Platform that includes the following recommendations: Adopt an oppose unless amended position on AB 1533 (Utilities and Energy Committee), and support positions on AB 2787 (Joe Patterson), AB 2902 (Wood), and SB 537 (Becker). 3) PUBLIC AFFAIRS & MARKETING
Update of Solar Billing Plan (DISCUSSION- STASSI-VANACORE) Receive an update on Solar Billing Plan and related activity to inform customers of final policy implementation.
4) ADMINISTRATION
Board Member Recognition (ACTION-ECKERT)
Adopt Resolutions commending Director Andreatta and Director Cortez for their dedication and outstanding service in directing Pioneer Community Energy. 5) ADMINISTRATION
Priorities for the Fiscal Year 2024-2027 Strategic Plan (DISCUSSION- ECKERT) Provide direction on the Priorities for Pioneer as part of the development of Pioneer Community Energy’s Fiscal Year 2024-2027 Strategic Plan.

VI. GENERAL ADMINISTRATIVE FUNCTION – PART 2
A. BOARD MEMBER COMMUNICATIONS
B. CHIEF EXECUTIVE OFFICER COMMUNICATIONS
C. ITEMS FOR INFORMATION

1. Glossary of Terms
D. ADJOURNMENT
Upcoming Meeting of the Board:

May 16, 2024 at 2:30 PM
Accommodations
Pioneer Community Energy is committed to ensuring that persons with disabilities are provided with 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 for 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 April 25, 2024 regular meeting of the Pioneer Community Energy Governing Board was posted and available for public review on April 19, 2024 at the offices of Pioneer Community Energy, 2510 Warren Drive, Suite B, Rocklin, CA 95677; was accessible for viewer participation on the Zoom platform at the following link:
https://us06web.zoom.us/j/89020017279; and, was live streamed 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].

Entry No. 1
DRAFT

PIONEER COMMUNITY ENERGY

GOVERNING BOARD

REGULAR MEETING MINUTES
March 21, 2024
Heard General Administration Functions, Part I.

Call to Order
Pioneer Community Energy Governing Board met in open session at 3:00 PM on March 21, 2024. 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: https://us06web.zoom.us/j/89020017279 ; and, was live streamed for viewing on the Pioneer website at: https://pioneercommunityenergy.org/about-us/meetings-and-agendas/ .

Roll Call

Present: City of Auburn (Dowdin Calvillo), City of Colfax (Lomen), County of El Dorado (Hidahl), City of Grass Valley (Ivy), City of Lincoln (Karleskint), City of Loomis (Ring), Nevada City (Petersen), County of Placer (Holmes), and City of Rocklin (Janda).

Absent: County of Placer (Jones), City of Placerville (Yarbrough).

Chair Dowdin Calvillo presided over the meeting.

Agenda Review
Reviewed and made no revision to the meeting agenda for March 21, 2024.

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:
a) Approved revised minutes of the November 16, 2023 and January 18, 2024 regular meetings; and the minutes of the February 15, 2024 regular meeting. b) Received Fiscal Year 2023-2024 Draft Financial Reports through January 2024.

Item le, Adopt Resolution approving Amendment No. 3 to the Employment Agreement for Executive Director between Pioneer Community Energy and Mr. Don Eckert, was pulled for separate consideration. d) Adopted Resolution 2024-8 approving the job description and salary range for the Communications Coordinator position.

Approved the Consent Agenda less Item le, Adopt Resolution approving Amendment No. 3 to the Employment Agreement for Executive Director between Pioneer Community Energy and Mr. Don Eckert, which was pulled for separate consideration.

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

ROLL CALL: Dowdin Calvillo, Hidahl, Holmes, Ivy, Janda, Karleskint, Lomen, Petersen, Ring.

No/Abstain: None.

Absent: Jones, Yarbrough.

DRAFT - March 21, 2024 - page 2
Entry No. 3
Considered Consent Agenda Item le which had been pulled for separate consideration; then, adopted Resolution 2024-7 approving Amendment No. 3 to the Employment Agreement for Executive Director between Pioneer Community Energy and Mr. Don Eckert.

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

ROLL CALL: Dowdin Calvillo, Hidahl, Holmes, Ivy, Janda, Karleskint, Lomen, Petersen, Ring.

No/Abstain: None.

Absent: Jones, Yarbrough.

Entry No. 4
Kick-Off of Fiscal Years 2024-2027 Strategic Planning Process Received report to kick-off the Fiscal Years 2024-2027 strategic planning process.

Facilitator Kim Tucker encouraged the Board Members to be prepared to discuss the Strategic Plan at the April 25 meeting; and invited any member to meet with her prior to that meeting.

Entry No. 5
Pioneer Community Energy's Load Management Standards Compliance Plan Adopted Resolution 2024-9 approving Pioneer Community Energy's Load Management Standards (LMS) Compliance Plan and authorizing the Plan to be delivered to California Energy Commission.

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

ROLL CALL: Dowdin Calvillo, Hidahl, Holmes, Ivy, Janda, Karleskint, Lomen, Petersen, Ring.

No/Abstain: None.

Absent: Jones, Yarbrough.

Entry No. 6
Approval Authorizing the Executive Director to Launch a Heating Ventilation Air-Conditioning Tune-Up Program
Staff confirmed that $500,000 will be allocated which will cover staff time and program costs and will be used until exhausted.

Discussed conducting a review of customer benefit at the end of year for review prior to the following year; benefitting owner-occupied homes; suggesting one rebate per household and per owner; and adding a stipulation for service provider businesses to be within Pioneer territory.

Approved the item as presented, then when reviewing the program data, check on where the c-0ntractors are from and strongly suggest adding contractor business and use of a preferred service provider list for customers.

Approved and authorized the Executive Director to launch a Heating Ventilation Air-Conditioning ("HVAC") Tune-Up Program that enables Pioneer Community Energy to offer rebates to residential customers who receive a HVAC tune-up.

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

ROLL CALL: Dowdin Calvillo, Hidahl, Holmes, Ivy, Janda, Karleskint, Lomen, Petersen, Ring.

No/ Abstain: None.

Absent: Jones, Yarbrough.

DRAFT - March 21, 2024 - page 3
Entry No. 7
Programs Progress Report
Received a progress report on Board-approved programs and other related activity.

Discussed customer privacy regarding customer providing utility billing information for the program. Staff confirmed that there is specific information on steps to redact any personal information prior to uploading their utility bills; and that staff would follow up with Electrum regarding these concerns.

Entry No. 8
State of the Utility
Received a report on the State of Pioneer Community Energy.

Entry No. 9
Heard General Administration Functions, Part II.

Board Member Communications
Director Hidahl expressed interest in inviting Participate.Energy to present at an upcoming El Dorado County Board of Supervisors meeting to which the City of Placerville would be invited to attend.

Chair Dowdin Calvillo informed the Board that she will be representing Pioneer Community Energy at Cap-to-Cap on the Wildfire Committee regarding Biomass.

Chief Executive Officer Communications
Chief Executive Officer Eckert informed the Board of the recent BioMass tour to Sierra Pacific Industries which was attended by seven legislators and that a tour will also be coordinated for interested Pioneer Board Members.

Chief Executive Officer Eckert also extended an invitation to the board members to attend the CalCCA Annual Conference scheduled for April 16-18 in San Jose; and that next month's board meeting will be held on April 25 due to staff attending the CalCCA conference.

Informational Items
Received the Glossary of Terms.

Adjournment
The meeting adjourned at 4:42 PM.

PICt)NEER

COMMUNITY ENERGY
Staff Report - Item lb
To: The Governing Board
From: Eric Acedo, Sr. Financial Analyst
Item lb: Receive Fiscal Year 2023-24 Draft Financial Reports Through February 2024 Date: 4/25/2024

RECOMMENDATION
Receive Fiscal Year 2023 -24 Draft Financial Reports through February 2024.

BACKGROUND
The Year-To-Date (YTD) financial reports are produced by Maher Accountancy for Board member and management review. Although these reports are unaud ited, 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 February 2024, 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, expen_ses, and changes in net position on a YTD basis through the reporting period end date for the CCA program.
• Budgetary Comparison Schedule (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 seven months of the fiscal year is $39.9 million. - ATTACHMENTS

1. Financial Reports through February 29, 2024

MAHER

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 February 29, 2024, and the related statement ofrevenues, 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 info1med about such matters.

We are not independent with respect to the Pioneer Community Energy because we performed certain accounting services that impaired our independence.
~~A~
San Rafael, CA
March 29, 2024
1101 Fifth Avenue , Suite 200 San Rafae! , CA 94901 415 459 1249 mahercpa.corn 1

PIONEER COMMUNITY ENERGY

CCAFUND
STATEMENT OF NET POSITiON
As of February 29, 2024
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
Capital assets, net of depreciation
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
$ 23,303,532
72,294,215
23,473,494
10,441,611
463,019
350,000
73,278
2,277,684
132,676,833
187,928
1,372,898
1,560,826
134,237,659
13,890,417
737,933
604,356
14,646
693,756
754,726
80,358
16,776,192
3,967,780
1,511,430
5,479,210
22,255,402
(30,962)
112,013,219
$ 111,982,257
2 PIONEER COMMUNITY ENERGY

CCAFUND

STATEMENT OF REVENUES, EXPENSES

AND CHANGES IN NET POSITION
Eight Months Ended February 29, 2024

OPERA TING 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)
Interest and investment returns
Interest and financing expense
N onoperating revenues (expenses), net

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

CCAFund
$ 147,467,349
15,000
147,482,349
101,359,727
4,696,302
2,320,775
687,330
109,064,134
38,418,215
2,156,533
(577,898)
1,578,635
39,996,850
71,985,407
$ 111,982,257
3 Plf)NEER

COMMUNITY ENERGY
Participation Rates - February 2024
AUBURN INC 85.53% 85.56% 85.52%
COLFAX INC 88.17% 88.32% 88.70%
LINCOLN INC 82.87% 82.89% 82.88%
LOOMIS INC 88.08% 88.00% 87.82%
PLACERVILLE INC 86.51% 86.41% 86.19%
ROCKLIN INC 90.84% 90.81% 90.69%
UNINC EL DORADO CO 80.69% 80.62% 80.46%
UNINC PLACER CO 85.07% 85.06% 84.92%
Grand Total 84.20% 84.16% 84.04%
*Participation rates for Grass Valley and Nevada City are currently being assessed will be included in future reports; NEM customer enrollments are continuing to be processed.
4 MAHER

ACCOUNTANTS' COMPILATION REPORT
Board of Directors
Pioneer Co1m11unity Energy
Management is responsible for the accompanying special purpose budgetary comparison schedule for the CCA Program of Pioneer Community Energy, a California Joint Powers Authority, for the period ended February 29, 2024, 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 AICPA. 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.
fvf~A~
San Rafael, CA
March 29, 2024
1101 Fifth Avenue , Suite 200 San Rofoel , CA 94901 415 459 1249 mal,ercpo.com 5

PIONEER COMMUNITY ENERGY

CCAFUND

BUDGETARY COMPARISON SCHEDULE
Eight Months Ended February 29, 2024
2023/24 2023/24
2023/24 YTD 2023/24 YTD YTD 2023/24 Amended
Amended 2023/24 YTD Variance Actual/ Amended Budget
Budget Actual (Under) Over Budget% Budget Remaining

ENERGY REVENUES
Energy Sales $ 159,318,257 $ 149,464,290 $ (9,853,967) 94% $ 225,938,000 $ 76,473,710 Green 100 Sales 21,119 21,111 (9) 100% 30,000 8,889
Congestion Revenue Rights 3,519,886 7,522,784 4,002,898 214% 5,000,000 (2,522,784) Less Uncollectible Accounts (2,151,082) (2,018,052) 133,030 94% (3,050,568) (1,032,516) Total Operating Revenues 160,708,181 154,990,134 (5,718,047) 227,917,432 72,927,298

ENERGY EXPENSES
Power Supply 124,791,000 108,882,511 (15,908,489) 87% 183,919,000 75,036,489 OPERA TING MARGIN 35,917,181 46,107,622 10,190,441 43,998,432 (2,109,190)

OPERATING EXPENSES
Administration
Compensation 541,767 408,539 (133,228) 75% 780,507 371,968 Contract serviees 262,550 63,084 (199,466) 24% 341,325 278,241 Operating expenses 570,876 436,592 (134,284) 76% 781,126 344,534 Total Administration expenses 1,375,193 908,215 (466,978) 66% 1,902,958 994,743 Finance
Compensation 553,244 542,965 ( I 0,279) 98% 829,866 286,901 Contract serviees 429,079 237,569 (191,510) 55% 571,618 334,049 Operating expenses 197,069 148,082 (48,987) 75% 256,103 108,021 Total Finance expenses 1,179,391 928,615 (250,776) 79% 1,657,587 728,972 Power Procurement
Compensation 576,158 390,223 (185,935) 68% 829,237 439,014 Contract services 1,461,208 1,433,710 (27,497) 98% 2,120,341 686,631 Operating expenses 28,667 14,316 ( I 4,350) 50% 43,000 28,684 Total Power Proeurement expenses 2,066,032 1,838,250 (227,783) 89% 2,992,578 1,154,328 Customer Care
Compensation 483,717 378,397 (105,321) 78% 725,576 347,179 Contract serviees 1,947,580 1,780,397 (167,183) 91% 2,921,370 1,140,973 Operating expenses 12,167 7,322 (4,845) 60% 18,250 10,928 Total Customer Care expenses 2,443,464 2,166,115 (277,349) 89% 3,665,196 1,499,081 Marketing & Communications
Compensation 167,852 146,311 (21,541) 87% 283,922 137,611 Contract services 737,573 807,497 69,924 109% 1,106,360 298,863 Operating expenses 310,791 269,207 (41,583) 87% 361,600 92,393 Total Marketing expenses 1,216,216 1,223,016 6,799 101% 1,751,882 528,866 Legislative & Regulatory
Compensation 385,155 330,427 (54,727) 86% 577,732 247,305 Contract services 180,698 85,701 (94,997) 47% 217,275 131,574 Operating expenses 4,200 6,237 2,037 148% 6,300 63
Total Legislative expenses 570,053 422,365 (147,687) 74% 801,307 378,942 Programs
Compensation 140,189 114,988 (25,200) 82% 210,283 95,295 Contract services 158,157 116,824 (41,333) 74% 324,400 207,576 Operating expenses 1,034,987 124 (1,034,863) 0% 1,465,317 1,465,193 Total Programs expenses 1,333,333 231,937 ( I, 101,397) 17% 2,000,000 1,768,063 Total Operating Expenses 10,183,683 7,718,513 (2,465,170) 76% 14,771,508 7,052,995

NON-OPERATING REVENUES (EXPENSES)
Investment gains (losses) 958,333 2,156,533 1,198,200 2,500,000 343,467 Term Loan Debt Service (633,333) (606,406) 26,927 96% (950,000) (343,594) Additional Term Loan Principal (2,100,000) (2,100,000) (2, I 00,000) Line/Letter of Credit Fees (362,500) (364,422) (1,922) 101% (650,000) (285,578) Financial Security Requirement (360,000) 360,000 0% (360,000) (360,000) Nonoperating revenues (expenses), net (2,497,500) (899,295) 1,598,205 (1,560,000) (660,705) Total Expenses (Energy, Operating, Non-Operating) 137,472,183 117,500,320 (19,971,863) 200,250,508 82,750,188 Contribution to/(from) Reserves $ 23,235,998 $ 37,489,814 $ 14,253,816 $ 27,666,924 $ (9,822,890) Plf)NEER

COMMUNITY ENERGY
Staff Report - Item le
To: The Governing Board
From: Brad Koehn, Director of Finance and Administrative Services Item le: Adopt Resolution to Establish an Ad Hoc Committee for Employee Health and Welfare Considerations
Date: 4/25/2024

RECOMMENDATION
Staff recommends the Board adopt Resolution to establish an ad hoc committee for Employee Health and Welfare considerations.

BACKGROUND
Pioneer's 2021-2024 Strategic Plan, Priority 3 is that Pioneer is an Employer of Choice. The Priority goes on to state that team members are foundational to our success, and that Pioneer will attract qualified staff and provide necessary training while fostering an environment that promotes workforce loyalty.

In many counties and cities, employees have formed employee associations or unions, and a union/association representative(s) will negotiate with the county/city for employee health and welfare purposes. However, Pioneer employees are not similarly organized, and employee welfare and benefits have been granted or modified by the Board over time by various resolutions as recommendations from the Executive Director and Director of Finance and Administration. It would be beneficial to have earlier input from an ad hoc committee of Board Members before public discussions of employee welfare and benefit discussions occur. This would also allow the recommended budget to appropriately anticipate the welfare and benefit costs.

ANALYSIS & DISCUSSION
A Welfare and Benefit ad hoc committee would be for a specific topic and be time limited and is not a Brown Act committee. The committee will "sunset' at the conclusion of the employee welfare and benefit negotiations. It is anticipated that the committee will meet one or two times before the recommended budget is presented to the Board.

It is recommended that the Welfare and Benefit ad hoc committee consist of the Board Chair and the Chairs of the Audit and Finance Committee, Energy Procurement Committee, and the Expansion Committee.

FISCAL IMPACT
There would be no fiscal cost in establishing an ad hoc committee, any recommendations from the committee would be programmed in the budget and will come back to the full Board for consideration.

ATTACHMENTS

1. Resolution Adopting the establishment of Employee Welfare and Benefit Committee.

Before the Governing Board of
Pioneer Community Energy
In the matter of: Adopt Resolution to Establish an
Employee Health and Welfare Committee for the
purpose of Employee Health and Welfare
Resolution No.: -----
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held April 25, 2024, 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 Priority 3 in which Pioneer is to be an Employer of Choice; and
WHEREAS, it is beneficial to have input from an ad hoc committee of Board Members before public discussion of Employee Welfare and Benefits; and WHEREAS, Employee Health and Welfare costs should be included in the upcoming budget; and
WHEREAS, the ad hoc committee subject matter will be Employee Welfare and Benefits and will conclude at the adoption of the Fiscal Year 2024-25 Budget; and WHEREAS, the committee is for a specific topic and is time limited, the committee will not be subject to the Brown Act.

Resolution 2024-_
April 25, 2024
BE IT RESOLVED, the Governing Board of Pioneer Community Energy, State of California, hereby finds, declares, and resolves as follows:
2 1. The above recitals are true and correct.

2. Approve the establishment of an Employee Health and Welfare Committee for the purpose of Employee Health and Welfare.

3. Appoint the Board Chair, and the Chairs of the Audit and Finance Committee, Energy Procurement Committee and the Expansion Committee to the Employee Health and Welfare Committee.

4. The Employee Health and Welfare Committee is limited in subject matter and will 'sunset' upon the adoption of the Fiscal Year 2024-25 Budget.

5. This resolution shall take effect immediately.

PICf)NEER

COMMUNITY ENERGY
To:

From:

Item ld:

Date:

Staff Report - Item ld
The Governing Board
Brad Koehn, Director of Finance and Administrative Services Adopt Resolution to Authorize the Chief Executive Officer to Execute an Agreement with Colantuono Highsmith Whatley, PC for an Amount Not to Exceed $150,000 4/25/2024

RECOMMENDATION
Staff recommends the Board adopt resolution to authorize the Chief Executive Officer to execute an agreement with Colantuono Highsmith Whatley, PC for an amount not to exceed $150,000.

BACKGROUND
Pioneer has received general legal services from Richards, Watson & Gershon since May 2021. In alignment with best practices which encourage periodic Request for Proposals (RFP), Pioneer issued an RFP for Legal Services January 2024 and received submissions from a variety of highly qualified firms. Interviews with the top candidates were conducted by the Pioneer executive team the week of March 11, 2024. Staff recommend Colantuono Highsmith Whatley, PC based on their special counsel work with CCA's, CCCFA, and other JPA's.

The firm also maintains offices in Pioneer's service territory and provides general counsel services to two of Pioneer's member agencies.

ANALYSI S & DISCUSSION
The scope of work is included in Exhibit A to the Agreement with Colantuono Highsmith Whatley, PC and is included with the attached resolution. The scope of work includes:
• Attendance at the monthly Pioneer Governing Board meetings and any committee and special meetings, workshops required by Chief Executive Officer or Chair of the Board. • Brown Act, Conflict of Interest and Public Records Act advice and representation. • Advice to the Chief Executive Officer and designated staff on administrative and operational matters.
• Research and advise on legal questions asked by the Governing Board, Chief Executive Officer, and designated staff.
• Provide prompt responses and have availability for consultation and to render written opinions on given issues related to Pioneer business in a timely manner. • Prepare or review all resolutions, consultant and vendor contracts, deeds, leases, agreements, easements, and all other legal documents as requested by the Chief Executive Officer or staff.

STRATEGIC PLAN
The recommendation supports the Operational Excellence Priority.

FISCAL IMPACT
There cost of general and special legal services provided by the firm will vary based on Pioneer's need but is expected to be less than $150,000 annually. Appropriations for FY 23-24 are sufficient and subsequent fiscal year budgets will include sufficient appropriations to fund general legal services.

ATTACHMENTS

1. Resolution to Authorize the Chief Executive Officer to Execute an Agreement with Colantuono Highsmith Whatley, PC

Before the Governing Board of
Pioneer Community Energy
In the matter of: Resolution to Authorize the Chief
Executive Officer to Execute an Agreement with
Colantuono Highsmith Whatley, PC for an amount
not to exceed $150,000.

Resolution No.: -----
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held April 25, 2024, 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") desire General and Special Legal Services; and
WHEREAS, Pioneer issued a Request for Proposal for legal services during January 2024; and WHEREAS, Pioneer executive staff interviewed several high qualified legal firms; and WHEREAS, Colantuono Highsmith Whatley, PC provide special counsel work with CCA's, CCCFA (a CCA financing authority that is a conduit for prepay Bond issuance), other Joint Power Authority entities, maintains offices in Pioneer's service territory, and provides general counsel services to two of Pioneer's member agencies; and
WHEREAS, Colantuono Highsmith Whatley, PC will be Pioneer's General Counsel effective July 1, 2024, and to enable a smooth transition will coordinate and work with current general counsel on Pioneer matters before July 1, 2024.for
Resolution 2024-_
April 25, 2024
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 Chief Executive Officer is authorized to execute an agreement with Colantuono Highsmith Whatley, PC for a not-to-exceed dollar amount of $150,000.

3. This resolution shall take effect immediately.

Attachment A: Consultant Services Agreement with Colantuono Highsmith Whatley, PC. 2 ATTACHMENT A
Administering Agency: Pioneer Community Energy
Contract No.

Contract Description:

CONSULTANT SERVICES AGREEMENT
THIS AGREEMENT is made at Rocklin, California, as of ______ , 2024, by and between Pioneer Community Energy, ("Pioneer"), and Colantuono, Highsmith & Whatley, PC ("Consultant"), who agree as follows:

2. 3.

4. 5.

6. 7.
352038.2
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.

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-Hundred and Fifty Thousand Dollars ($150,000).

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.

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

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

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.

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 tenn 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. 1 8.

9. 10.

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 Agreement to the extent performance is prevented or delayed by any cause, present or future, which is beyond the reasonable control of the party.

Hold Harmless and Indemnification Agreement. 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.

Insurance. Consultant shall file with Pioneer concurrently herewith a Certificate oflnsurance, in companies acceptable to Pioneer, with a Best's Rating of no 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.
352038.2 2

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 except to the extent the Rules of Professional Conduct or other law requires otherwise. 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, 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~-

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 tenns 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.
352038.2
Pioneer agrees that Consultant may, in Consultant's discretion, maintain all or part of Pioneer's client file in electronic format. Consultant may store part or all of Pioneer's documents using 3 secure cloud storage services. If so, Consultant will apply all reasonable methods to maintain the confidentiality of Pioneer's files, just as it does for Pioneer's non-digital information. Pioneer's data will be password protected and encrypted using currently available technology. Clients requiring information from their files may obtain that information only by written request to Consultant.

19. Ownership oflnformation. All professional and technical infonnation 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. 23.

24. 352038.2
Pioneer acknowledges that Consultant currently represents City of Auburn and the City of Grass Valley, member agencies of Pioneer, as City Attorney for each city. Additionally, Consultant represents the California Community Choice Financing Authority (CCCFA), of which Pioneer is an associate member agency. Consultant is not aware, and Pioneer hereby represents and warrants that it is not aware, of any past or present adverse interests between Pioneer and the City of Auburn, the City of Grass Valley, or CCCF A that would prevent Consultant from performing the Scope of Services commencing on the effective date of this Agreement. Pioneer and Consultant agree to notify each other promptly of any potential or actual adverse interests between Pioneer and the City of Auburn, the City of Grass Valley, and/or CCCF A that may arise hereafter. In such an event, Pioneer hereby consents: (a) to Consultant withdrawing from representing Pioneer under this Agreement or otherwise, and (b) to Consultant's continued representation of the City of Auburn, the City of Grass Valley, and CCCFA including, but not limited to, in matters related to Pioneer but unrelated to work previously performed by Consultant for Pioneer, provided Consultant refrains from disclosing to the City of Auburn, or the City of Grass Valley, or CCCFA (as applicable) confidential communications obtained from Pioneer during Consultant's performance of the Scope of Services.

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 any party, or to any employee, officer or agent of any party, which is not contained in this Agreement, shall be binding or valid.

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

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 4 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:
352038.2
PIONEER COMMUNITY ENERGY:

Pioneer Community Energy
Attn: Eric Acedo
2510 Warren Drive Suite B
Rocklin, CA 95677
[email protected]
Phone: (916) 758-8943
CONSULT ANT:

David J. Ruderman, Esq.

Colantuono, Highsmith & Whatley, PC
420 Sierra College Dr., Suite 140
Grass Valley, CA 95945
[email protected]
Phone: (530) 432-7357
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. 5 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:

COLANTUONO, HIGHSMITH & WHATLEY, PC
By:

Name:

Title:
*If Consultant is a corporation, this agreement must be signed by a corporate officer, either the President or Vice President, unless an authenticated corporate resolution is attached delegating authority to a single officer or other o_fficers 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
352038.2
17 General Counsel services include:

EXHIBIT A

SCOPE OF SERVICES
• Provide legal advice and opinions as requested by the Board of Directors, Chief Executive Officer, or staff.
• Interpret laws, legislation, rulings and regulations. • Represent and advise the Board of Directors as the governing body and all Agency Officers in all matters of law pertaining to their offices.
• Represent and work with Board of Directors and staff on negotiations. • Monitor current, new and pending state and federal legislation, and case law as applicable to Pioneer, and inform and provide direction to Board members and the Chief Executive Officer regarding compliance issues and/or impacts to Pioneer.
• Provide prompt responses and have availability for telephone consultation and to render written opinions on given issues related to Pioneer business in a timely manner. • Attend regular Board Meetings and other meetings as needed. • Advise the Board of Directors and staff on relevant laws and regulations including, but not limited to, the Brown Act, Public Records Act, parliamentary procedures for running meetings, and conflict of interest requirements for public officials.
• Provide Pioneer with education and in-service seminars as mutually agreed to maintain a level of education among the Board of Directors, staff and management, to the fullest extent possible, to increase the knowledge of Pioneer staff and Board Members. • Review and prepare Board and Committee agendas and reports as required. • Prepare or review all ordinances, resolutions, contracts, deeds, leases, agreements, easements, and all other legal documents as requested by the Chief Executive Officer or staff. • Provide guidance on applicability, requirements, implementation, and enforcement of Board resolutions and ordinances.

Special Counsel services include:
• Legal research and analysis, negotiation, bargaining and dispute resolution pertaining to labor, employment and personnel matters.
• Advice regarding revenue measures, local taxes, fees and assessments and other advice regarding the law of municipal finance.
• Environmental legal services other than normal, cursory review of negative declarations, environmental impact reports and project-level environmental documentation as needed. • Real estate and eminent domain services other than normal review of escrow documents, title reports and contracts of sale.
• Advice regarding application of state and federal electric utility regulations. • Insurance coverage services, such as advice and representation regarding disputes with Pioneer's risk pool or other insurance provider.
• Such other specialized services as may be required by Pioneer.

Litigation services include, but are not limited to:
• Enforce all ordinances and regulations through administrative and judicial actions as requested by the Board of Directors;
• Prepare personnel for deposition proceedings and provide guidance through the intricacies of the subpoena process;
352038.2 18
•
•
352038.2
Litigation services include advice and representation concerning actual or threatened litigation, administrative proceedings, and court proceedings;
Such other litigation services as required .
28 EXHIBITB

PAYMENT FOR SERVICES RENDERED
Maximum Limit & Fee Schedule
The total amount for services rendered not to exceed $150,000.

For services rendered under this Agreement, Pioneer shall pay Consultant its standard rates capped at $325 per hour for General Counsel services. Pioneer shall pay Consultant its standard rates capped at $375 per hour for Special Counsel services. Pioneer shall pay Consultant its standard rates capped at $395 per hour for Litigation services. "General Counsel," "Special Counsel," and "Litigation" services are defined in Exhibit A. For all types of services, "standard rates capped" means Pioneer will not be charged more per hour, even if the attorney's standard rate is higher, and will be charged less if the attorney's standard rate is lower. While Consultant may adjust its standard rates from time to time, it may not adjust the cap without an amendment to this Agreement. A fee schedule of standard rates as of the date of this Agreement is below:

Standard Rate General Counsel Special Counsel Litigation Rate Rate Rate
Shareholders and Senior $450-$605 $325 $375 $395
Contract Attorneys
15th Year and more Senior $450-$605 $325 $375 $395
Associates
10th-14th Year Associates $425-$450 $325 $375 $395
9th Year Associates $420 $325 $375 $395
8th Year Associates $405 $325 $375 $395
7th Year Associates $365 $325 $365 $365
6th Year Associates $330 $325 $330 $330
5th Year Associates $315 $315 $315 $315
4th Year Associates $300 $300 $300 $300
3rd Year Associates $290 $290 $290 $290
2nd Year Associates $280 $280 $280 $280
1st Year Associates $235 $235 $235 $235
Law Clerks/Paralegals $225/$200 $225/$200 $225/$200 $225/$200 Legal Assistants $155-180 $155-180 $155-180 $155-180
352038.2 19
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, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses; provided however that in-house copies may be reimbursed at $0.20 per page and outgoing faxes at $1 per page. Travel expenses must be authorized in advance in writing by Pioneer. In the event travel is needed, Consultant will charge only one-half the discounted rate for travel to and from Pioneer's headquarters from our Grass Valley office for General Counsel services. Mileage is subject to reimbursement at the IRS rate.

Submit all invoices to:
352038.2
Pioneer Community Energy
Attn: Eric Acedo
[email protected]
2510 Warren Drive, Suite B
Rocklin, CA 95677
29 EXHIBIT C

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.)
(trnicall)'.)

NOT APPLICABLE
352038.2
20 EXHIBITD

HOLD HARMLESS AGREEMENT

AND INSURANCE REQUIREMENTS

1. 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, CONSULT ANT'S wrongful or negligent performance of the contract or agreement. CONSULT ANT agrees to investigate, handle, respond to, provide defense for, and defend any such claims, demand, or suit at the sole expense of the CONSUL TANT. 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 CONSULT ANT 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 CONSULT ANT'S wrongful or negligent performance pursuant to this contract or agreement.

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

2. INSURANCE:

CONSULTANT shall file with PIONEER concurrently herewith a Certificate oflnsurance, in companies acceptable to PIONEER, with a Best's Rating of no less than A-:VII showing.

3. 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 ($1,000,000) 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 (10) days prior written notice of cancellation for non-payment of premium to Pioneer Community Energy".

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 CONSULT ANT, providing insurance for bodily injmy 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 fonns is required:
( 1) Comprehensive General Liability;
(2) Commercial General Liability (Occurrence); or
(3) Commercial General Liability (Claims Made).

C. If CONSULT ANT 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 CONSULT ANT carries a Commercial General Liability (Occurrence) policy:
(I) The limits ofliability 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:

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 CONSULT ANT shall contain language providing coverage up to one (1) year following the completion of the contract in order to provide insurance coverage for the hold hannless 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 policies be different.

5. ENDORSEMENTS:

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

A. "Pioneer Community Energy, its offic~rs, 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:

7. 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 non-owned, and hired automobiles/trucks.

PROFESSIONAL LIABILITY INSURANCE:

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

8. PRIVACY AND CYBERSECURITY LIABILITY INSURANCE:

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 $1,000,000 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 CONSULT ANT' 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.

Plf)NEER

COMMUNITY ENERGY
Staff Report - Item 2
To: The Governing Board
From: Sam Kang, Chief Operating Officer
Item 2: 2024 Pioneer Legislative Policy and Platform
Date: 4/25/2024

RECOMMENDATION
Receive and approve the 2024 Pioneer Legislative Policy and Platform that includes the following recommendations: adopt an oppose unless amended position on AB 1533 (Utilities and Energy Committee), and support positions on AB 2787 (Joe Patterson), AB 2902 (Wood), and SB 537 (Becker).

BACKGROUND
Pioneer Community Energy (Pioneer) develops a Legislative Policy and Platform (Legislative Platform) annually in order to provide guidance and direction for Pioneer staff (staff) to respond in a timely and nimble manner, as changes occur quickly in a dynamic legislative environment. After identifying bills that fit the descriptions of the legislative policy and platform objectives mentioned below, staff ranks the bills as support, watch, or oppose based on how they would impact Pioneer.

The California State Legislature reconvened on January 3, 2024, and the final bill introduction deadline was February 16, 2024. Since this is the first year of a two-year session, many important new bills have been introduced in 2024 that may affect the energy market, generally, and Pioneer, specifically. Bill measures included in the Legislative Platform will likely be altered in intention, scope, and potential impact through amendments during the 2024 session. Staff will continue to monitor and keep the Board apprised accordingly if recommended positions should be revised. The attached Legislative Platform lists current bills of interest and bill measures being monitored and are not fully inclusive of all the bills on the legislative agenda.

Pioneer Community Energy Legislative Policy
Pioneer supports legislation that enables, protects, and enhances Pioneer's priorities and ability to serve its customers as determined by the Governing Board of Pioneer.

Pioneer's priorities are:
• To maintain local control for the purpose of preserving the ability to self-procure its power resources, and to self-determine its rates and the energy programs it offers to its residents, businesses, and the communities it serves, through the mechanisms of local governance • To provide lower and more stable rates for its customers • To provide economic benefits to its customers and the communities it serves • To have maximum flexibility to utilize and develop local resources for economic, social and environmental benefit
Pioneer will support legislation which enables, protects, and enhances the development and expansion of Community Choice Aggregation (CCA) programs, and that supports CCA independence in procurement, program deployment, management and decision making.

Agenda Item: 2 Agenda Date: 4/25/2024
Pioneer will support legislation which allows it to develop and procure local energy generation resources to meet the needs of its electric customers, particularly biomass and other base load resources such as waste to energy.

Pioneer will support legislation which promotes a neutral, fair, and competitive energy market. Pioneer will oppose legislation that jeopardizes Pioneer's independence to self-procure its power resources, determine its rates and the energy programs it provides to its customers in the present, or could restrict its independence to do so in the future.

Platform Objectives for 2023
• Protect and enhance local control and ability to self-govern, self-procure power resources, determine rates and energy programs
• Ensure CCA inclusion in market opportunities and programs • Prevent development of new, or increased non-bypassable charges from legislative mandates or policy direction, or other costs to Pioneer or its customers that do not provide commensurate benefit, and to phase out or eliminate existing non-bypassable charges that do not provide commensurate benefit • Protect and enhance procurement independence and local control of CCA governing boards • Protect and enhance independence to administer energy efficiency, integrated distributed energy resources, and to receive the renewable energy credits and other benefits from the administration of such programs
• Protect and enhance the ability to develop local renewable generation from local sources including but not limited to biomass, waste-to-energy, and bio-methane generation resources • Reform IOU procurement practices to minimize stranded load and mitigate non-bypassable charges to CCA customers.
• Protect, support, and participate in the development of energy policy that is balanced, inclusive, and fair for all load serving entities and the customers they serve. • Pursue administrative and legislative initiatives that support the expansion of a regional grid that improves reliability, improves transmission planning, and reduces costs for ratepayers and load serving entities

ANALYSIS & DISCUSSION
Pioneer developed the 2024 Pioneer Legislative Policy and Platform based on the legislative policy and objectives mentioned above. All relevant bills were analyzed, summarized, and generally ranked as Support, Watch, or Oppose by staff. The following key bills are the highest priority Assembly and Senate bills introduced this session for Pioneer and have been designated a position of Support, Oppose or Watch, and sometimes denoting, Unless Amended.

Support: Pioneer will support in various ways that may include sponsorship, writing letters of support, lobbying other market participants to support, support through California Community Choice Association (CalCCA), requesting Member Agencies to offer their support, etc.

Oppose: Pioneer will oppose in various ways that may include writing letters of opposition, lobbying other market participants to oppose, oppose through CalCCA, requesting Member Agencies to oppose, etc.

Watch: Pioneer will monitor and continue to watch, offer support, or oppose depending on the direction of the bill.

Agenda Item: 2
Highest Priority Bills to Support or Oppose in 2024
AB 1533, Utilities and Energy - Electricity
Impact to Pioneer: Yes
Agenda Date: 4/25/2024
Serves as the Utilities and Energy Committee's omnibus code clean-up measure. This bill would exclude energy, capacity, or any attribute from the Diablo Canyon Power Plant from counting towards California's statutory renewable energy mandates, zero-carbon resource targets, or climate goals beyond its current retirement date of August 26, 2025.

Priority: High
Recommended Action/Position: Oppose Unless Amended. The key issue for Pioneer and CCAs in general is the removal of the counting of resource adequacy (RA) that this bill entails. Removing this large amount of RA from an already constrained market pushes prices even higher for all ratepayers. To address the RA concerns, Pioneer, through CalCCA suggests the following amendment to Section 3 of the bill on page 6, lines 33-35:
(5) Not consider the energy, capacity, or any attribute from the Diablo Canyon Unit 1 or Unit 2 powerplant after August 26, 2025, in achieving the policy described in subdivision (a), but preserve the value of reliability benefits for ratepayers by reducing the Energy Commission's forecast of system resource adequacy by the net qualifying capacity from Diablo Units 1 and 2 in setting load-serving entity resource adequacy requirements pursuant to Section 380.

AB 2787, Joe Patterson (R} - Energy: building standards: photovoltaic requirements Impact to Pioneer: Yes
This bill could provide relief to local homeowners whose homes were either damaged or destroyed by wildfires from having to install solar on their homes. This bill would require the home to be repaired or replaced based upon the solar installation requirements that were in place at the time the home was built as opposed to when the home was repaired or replaced.

Priority: High
Recommended Action/Position: Support. Pioneer's community has experienced several wildfires in recent years and may experience more in future years. Forcing Pioneer's customers to endure additional hardship with additional costs to install solar on their homes when not desired and/or contemplated when they originally bought/built their homes puts undue economic burden on them.

AB 2902, Wood (D) - Organic waste: reduction regulations: exemptions Impact to Pioneer: Yes
This bill would allow jurisdictions with low population and/or elevation waivers issued by CalRecycle to remove those populations from a local jurisdiction's organic waste procurement target.

Priority: High
Recommended Action/Position: Support. While landfill diversion is not in Pioneer's scope of daily activities, Pioneer did facilitate a contract for jurisdictions within Pioneer's service territory with a biomass facility to assist jurisdictions meet their organic waste (SB 1383) procurement targets. This bill would make the procurement targets achievable.

Agenda Item: 2 Agenda Date: 4/25/2024
SB 537, Becker (D} - Open meetings: multijurisdictional, cross-county agencies: teleconferences Impact to Pioneer: Yes
This bill would authorize the legislative body of a multijurisdictional, cross-county, local agency with appointed members that is subject to the Brown Act to use alternate teleconferencing provisions if specified conditions are met.

The legislation would require the legislative body to provide a record of the attendance of the members of the legislative body, the number of community members in attendance in the teleconferencing meeting, and the number of public comments on its internet website within 10 days after a teleconferencing meeting. This bill would require at least a quorum of members of the legislative body to participate from one or more physical locations that are open to the public and within the boundaries of the territory. The conditions would also require that a member that receives compensation for their service on the legislative body to participate from a physical location that is open to the public and would require the legislative body to identify in the agenda each member who plans to participate remotely and include the address of the publicly accessible building from which each member will participate via teleconference. This bill would prohibit a member from participating remotely within the boundaries of the local agency's jurisdiction and prohibit a member from participating remotely 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 in-person meeting. The provisions of this bill would be repealed as of January 1, 2026.

Priority: High
Recommended Action/Position: Support. This bill is part of a package of bills intended to address the restrictions and need for meeting flexibility in the post-COVID era with regards to the Brown Act, The sponsor of this bill is Peninsula Clean Energy.

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

FISCAL IMPACT
None.

ATTACHMENTS
2024 Pioneer Legislative Policy and Platform.

Plf)NEER

COMMUNITY ENERGY
2024 State
Legislative Policy
and Platform
Pioneer Community Energy Governing Board
Alice Dowdin Calvillo, City of Auburn, Chair
Tom Ivy, City of Grass Valley, Vice Chair
Sean Lomen, City of Colfax
John Hidahl, County of El Dorado
Dan Karleskint, City of Lincoln
David Ring, Town of Loomis
Gary Petersen, City of Nevada City
Jim Holmes, County of Placer
Suzanne Jones, County of Placer
David Yarbrough, City of Placerville
Greg Janda, City of Rocklin
Alternates:

Sandy Amara, City of Auburn
Kim Douglass, City of Colfax
Lori Parlin, County of El Dorado
Jan Arbuckle, City of Grass Valley
Holly Andreatta, City of Lincoln
Danny Cartwright, Town of Loomis
Lou Ceci, Nevada City
Bonnie Gore, County of Placer
John Clerici, City of Placerville
David Bass, City of Rocklin
Pioneer State Leqislative Policy and Platform 2024
i I Page
Table of Contents
Pioneer Community Energy Governing Board ... .......... ... ... ... ... ... ....... .. ... .... ............. .. ... ....... i Pioneer Community Energy Legislative Policy and Objectives .... ...... ... .. ....... .. ... .... ....... .. 1 Pioneer Community Energy Legislative Policy .. .. .. .......... ........ ... ..... .. .... .... .. .. ........ .... ... ... 1 Platform Objectives for 2024 ........... ....... .. ... .... .... ....... .... ... ... .... .... .. ...... .. ... ...... .. ... ..... .. .. .. .. 1 2024 Legislation ... .. ...... ... ...... .. ......... ........... ...... .... .. ....... ..... ..... ... .. .. .. ....... .... ..... .. .... .... .... ........ 3 2024 Priority Legislation Summary: .... ... ........ ..... .... ....... .. .. .................... .. .. .... ..... ......... 3 2024 Highest Priority Active Bills Further Detail ...... ... ..... ......... ...... ........ ... ....... .. ....... .. 18 AB 1533, Utilities and Energy - Electricity ........ ... ............. ... ..... ... ... ....... .. ............... .. 18 AB 2787, Joe Patterson (R) - Energy : building standards: photovoltaic requirements ... ... ..... .... ... .. ..... ... ... ... .... ..... .... ... ....... .... ..... .. .... ... ... ................ .. ........... .. .. .... 18 AB 2902, Wood (D) - Organic waste: reduction regulations: exemptions ...... .... 19 SB 537, Becker (D) - Open meetings: multijurisdictional, cross-county agencies: teleconferences .. .. .... ..................... ...... .. ........... .... .... .. ... ..... ...... .... .. .... ...... .... 19 Spot Bills ............. .. ..... .... .. ... ....... .. ... .. .. ..... ....... ......... ....... ... .......... .... .. .. ............. .. ............. ... 20 Senate ...... ......... ......... .... ...... ... ... .......... ... .. .. .. .. ........ ....... .. .. ....... .... ... ... .... .. .... ... ......... .... .. . 21 Assembly ..... .... .... .... ... .. .. ... ....... ........ .. ...... .... .. .... .. ... ....... : .............................. ... ........ .... ... 21 Appendix A: 2024 Legislative Session Calendar ................. .............. ...... .. ... .................... 22 Appendix B: Table of Acronyms .... .. ..... ......... .... ..... ...... .... ......... .. ....... .. ..... .... ............ ...... ... 24 Pioneer State Leqislative Policy and Platform 2024
ii I Page
Pioneer Community Energy Legislative Policy and Objectives The purpose of this policy and its objectives is to provide guidance and direction for Pioneer staff to allow Pioneer staff to respond in a timely and nimble manner, as many changes will occur in a dynamic legislative environment. Bills will be added and deleted as the legislation session continues and Pioneer's positions may change based on possible amendments to the bills.

Pioneer Community Energy Legislative Policy
Pioneer Community Energy supports legislation that enables, protects, and enhances Pioneer's priorities and ability to serve its customers as determined by the Governing Board of Pioneer Community Energy.

Pioneer's priorities are:
• To maintain local control for the purpose of preserving the ability to self-procure its power resources, and to self-determine its rates and the energy programs it offers to its residents, businesses, and the communities it serves, through the mechanisms of local governance
• To provide lower and more stable rates for its customers • To provide economic benefits to its customers and the communities it serves • To have maximum flexibility to utilize and develop local resources for economic, social, and environmental benefit
Pioneer will support legislation which enables, protects, and enhances the development and expansion of Community Choice Aggregation (CCA) programs, and that supports CCA independence in procurement, program deployment, management and decision making.

Pioneer will support legislation which allows it to develop and procure local energy generation resources to meet the needs of its electric customers, particularly biomass and other base load resources such as waste to energy.

Pioneer will support legislation which promotes a neutral, fair, and competitive energy market. Pioneer will oppose legislation that jeopardizes Pioneer's independence to self-procure its power resources, determine its rates and the energy programs it provides to its customers in the present, or could restrict its independence to do so in the future.

Platform Objectives for 2024
• Protect and enhance local control and ability to self-govern, self-procure power resources, determine rates and energy programs
• Ensure CCA inclusion in market opportunities and programs • Prevent development of new, or increased non-bypassable charges from legislative mandates or policy direction, or other costs to Pioneer or its customers that do not provide commensurate benefit, and to phase out or Pioneer State Leqislative Policv and Platform 2024
1 I Page
eliminate existing non-bypassable charges that do not provide commensurate benefit
• Protect and enhance procurement independence and local control of CCA governing boards
• Protect and enhance independence to administer energy efficiency, integrated distributed energy resources, and to receive the renewable energy credits and other benefits from the administration of such programs • Protect and enhance the ability to develop local renewable generation from local sources including but not limited to biomass, waste-to-energy, and bio-methane generation resources • Reform IOU procurement practices to minimize stranded load and mitigate non-bypassable charges to CCA customers
• Protect, support, and participate in the development of energy policy that is balanced, inclusive, and fair for all load serving entities and the customers they serve
• Pursue administrative and legislative initiatives that support the expansion of a regional grid that improves reliability, improves transmission planning, and reduces costs for ratepayers and load serving entities
Pioneer State Leqislative Policy and Platform 2024
21 Page
Bill
2024 Legislation
The following bills have been identified to be of interest or potential interest to Pioneer Community Energy. Each bill has been designated a Priority of High, Medium, or Low and a Position of Support, Oppose or Watch, and sometimes denoting, Oppose Unless Amended.

Support: Pioneer will support in various ways that may include co-sponsorship, writing letters of support, lobbying other market participants to support, support through California Community Choice Association (CalCCA), requesting Member Agencies to offer their support, etc.

Oppose: Pioneer will oppose in various ways that may include writing letters of opposition, lobbying other market participants to oppose, oppose through CalCCA, requesting Member Agencies to oppose, etc.

Watch: Pioneer will monitor and continue to watch, offer support, or oppose depending on the direction of the bill.
2024 Priority Legislation Summary:

Active Bills to Support or Oppose:

Author Description Status
AB 1533 Utilities and Serves as the Utilities and Energy Committee's Senate Utilities, Energy omnibus code clean-up measure. Excludes Energy, and energy, capacity, or any attribute from the Communications Diablo Canyon Power Plant from counting
towards California's statutory renewable
energy mandates, zero-carbon resource
targets, or climate goals beyond its current
retirement date of August 26, 2025.

AB 2787 Joe Requires until January 1, 2028, residential 4/8/2024 Patterson construction to repair or replace a residential Assembly building damaged because of a disaster in Natural
which a state of emergency has been Resources
proclaimed to comply with the requirements
regarding photovoltaic systems that were in
effect when the building was constructed.

AB 2902 Wood Extends the rural jurisdiction exemption from 4/8/2024 collection and procurement requirements Assembly
under SB 1383. Requires CalRecycle to exclude Natural
residents from the low population or elevation Resources waivers from the population in determining a
local jurisdiction's organic waste procurement
target. Gives a jurisdiction that no longer
qualifies for a rural exemption due to
population 3 years from the date of that
population increase to comply with the organic
waste collection and procurement
Pioneer State Leqislative Policy and Platform 2024
31 Page
Priority/
Position
High;
Oppose
unless
amended
High;
Support
High;
Support
requirements. Authorizes nonexempt counties
that generate less than 200,000 tons of solid
waste annually to seek approval of a different
organic waste diversion program. Authorizes a
nonexempt jurisdiction to request a waiver
from the requirement to separate and recover
food waste due to public safety issues because
of local bear populations.

SB 537 Becker Allows a board, commission, or advisory body Inactive on the High; of a multijurisdictional, cross county, local Assembly Floor Support agency with appointed members that is subject
to the Brown Act to use alternate
teleconference provisions if specified conditions
are met. Repeals these alternative
teleconferencing provisions on January 1,
2026.

Active Bills to Watch:

AB 817 Pacheco Allows a subsidiary body (advisory capacity Pending referral Medium; only) of a local agency to use teleconferencing in the Senate Watch for its meetings without posting agendas at
each teleconference location, identifying each
teleconference location in the notice and
agenda, making each teleconference location
accessible to the public, and requiring at least
a quorum of the subsidiary body to participate
from within the local agency's jurisdiction.

AB 1567 Garcia Enacts the Safe Drinking Water, Wildfire Senate Natural Medium; Prevention, Drought Preparation, Flood Resources and Watch Protection, Extreme Heat Mitigation, Clean Water
Energy, and Workforce Development Bond Act
of 2024 which, if approved by the voters,
would authorize the issuance of bonds in the
amount of $15.995 billion, with $2 billion
earmarked specifically for clean energy
projects. There is $750 million for the
California Infrastructure and Economic
Development Ban for climate catalyst projects,
$500 million to the CEC for grants to assist in
obtaining or as a match fund for federal grants
rebated to the Infrastructure Investment and
Jobs Act and Reduction Act of 2022, $250
million to the CEC for zero-emission vehicle
charging infrastructure in disadvantaged
communities, and $500 million to the CEC for
projects that expand or modernize the
Pioneer State Leqislative Policv and Platform 2024
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distribution grid to meet clean energy needs
and electrification load growth.

AB 1852 Pacheco Extends the ability of the Clean Power Alliance Assembly Floor Medium; of Southern California to authorize a Watch
designated alternate member of its legislative
body who is not a member of the legislative
body of a local agency member to attend its
closed sessions until January 1, 2030.

AB 1912 Pacheco Requests the California Council on Science and Assembly Medium; Technology to establish a program to, upon the Appropriations Watch request of the Legislature, assess legislation
that would establish a mandated requirement
or program or otherwise affect electrical
ratepayers. Requests the Council to indicate
the amount necessary to fund the work, not to
exceed $2 million. Requires the IOUs to pay
their proportionate share.

AB 1999 Irwin Repeals the income-graduated fixed charge Assembly Medium; being implemented by the CPUC and instead Utilities and Watch would authorize a fixed charge of up to $5 for Energy
CARE customers and up to $10 for residential
customers.

AB 2008 Wallis Requires the CEC, upon appropriation by the Assembly Medium; Legislature, to establish and implement the Utilities and Watch Reliable Energy Needs for Everyone in the Energy
West Program to provide financial incentives
for purchasing renewable propane, renewable
hydrogen, or renewable dimethyl ether to
customers in heating dominate climate zones
in California where combustion fuels will
continue to be the lowest cost and most
effective means for providing space and water
heating to buildings.

AB 2054 Bauer- Prohibits a member of the CEC from being Assembly Medium; Kahan employed by an entity subject to regulation by Appropriations Watch the CEC for 10 years. Prohibits a member of
the CEC from accepting a gift from an entity
subject to regulation by the CEC. Prohibits a
CPUC commissioner from being employed by
an entity subject to regulation by the CPUC for
10 years. Prohibits a CPUC commissioner from
accepting a gift from an entity subject to
regulation by the CPUC. Prohibits the director
of the Public Advocate's Office from being
employed by an entity subject to regulation by
the CPUC for 10 years. Prohibits the director
from acceptinq a qift from an entity subject to
Pioneer State Leqislative Policv and Platform 2024
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regulation by the CPUC. Requires a public
utility where the CPUC authorizes a forecast for
a category of costs in a rate-setting proceeding
and authorizes the recording of costs in an
existing or new memorandum or balancing
account for potential rate recovery above the
authorized forecast to submit an application for
rate recovery, and requires the CPUC, in a
rate-setting proceeding, to determine if the
recovery of costs above the authorized forecast
are just and reasonable. Requires any costs
above the authorized forecast to be allocated
between ratepayers and shareholders, with
ratepayers potentially responsible for no more
than 50% of the costs. Requires all proposed
public utility spending that is eligible for rate
recovery to include a cost-benefit analysis of at
least 3 alternatives.

AB 2205 Joe Requires the CPUC to reduce the kilowatt-per- Assembly Medium; Patterson hour rate for electricity charged to ratepayers Utilities and Watch by not less than 30% Energy
AB 2329 Muratsuchi Requires the CPUC and CEC to jointly authorize Assembly Medium; the establishment of the California Affordable Utilities and Watch Decarbonization Authority as a nonprofit public Energy
benefit corporation. Requires the authority to
be governed by an independent board of
directors appointed by the Governor, Speaker
of the Assembly, and Senate Committee on
Rules. Establishes the Climate Equity Fund
that, on appropriation by the Legislature,
requires that the money in the trust fund be
expended for the benefit of electricity
customers and to promote affordable electricity
rates. Authorizes disbursements from the trust
fund to be made through direct credits on
ratepayer bills, direct rebates or incentives to
market participants, technology vendors,
technology installers, and end-use customers,
and reimbursement of eligible costs, including
costs for building electrification programs and
incentives, incurred by an electrical
corporation, electric service provider,
community choice aggregator, or local publicly
owned electric utility in the form of matching
funds.

Pioneer State Leoislative Policy and Platform 2024
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AB 2427 McCarty Requires Go-Biz to develop a model permitting 4/10/2024 Medium; checklist, model zoning ordinances, and best Assembly Local Watch practices for permit costs and permit review Government timelines to help local governments permit
curbside charging stations.

AB 2462 Calderon Requires the written report done by the CPUC Assembly Medium; on the costs of programs and activities to also Appropriations Watch identify how the current rate trends affect
households across their full portfolio of all
energy uses, and how the adoption of
electricity across more end-uses may reduce
the total cost of energy for households over
time.

AB 2559 Petrie- Requires GO-Biz to create and maintain a 4/10/2024 Medium; Norris publicly accessible internet website to collect Assembly Local Watch information and report delays and denials in Government the permitting of electric vehicle service
equipment. Requires GO-Biz to establish a
working group to evaluate the data and directs
the working group to recommend solutions to
address permitting delays. Requires, on or
before January 1, 2026, GO-Biz to submit a
report regarding the challenges identified
throughout the data collection process and
establish a permit streamlining specialist to
assist authorities having jurisdiction with
permit delays and denials related to these
provisions.

AB 2619 Connolly Requires all eligible customer-generators of 4/17/2024 Medium; large IOUs receiving solar service under the Assembly Watch 2nd standard contract or tariff to be subject to Utilities and a specified version of the tariff developed by Energy
the CPUC in a specified rulemaking. Requires
the CPUC to develop a new standard contract
or tariff providing for net energy metering for
eligible customer-generators of large IOUs and
would require every other electric utility to
revise its standard contract or tariff providing
for net energy metering. Requires every
electric utility to make the standard contract or
tariff available to all new eligible customer-generators as of January 1, 2027. Requires the CPUC to design the standard contract or tariff
for large IOUs to achieve an annual rate of
installation of solar renewable electrical
generation facilities that is sufficient to meet
the state's anticipated need for customer-side
solar generation resources. Requires the CPUC
Pioneer State Leqislalive Policv and Platform 2024
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to adjust the standard contract or tariff for
large IOUs to ensure that the annual rate of
installation of renewable electrical generation
facilities in disadvantaged communities is
reasonably comparable to the statewide annual
rate.

AB 2666 Boerner Requires the CPUC, if it determines that an Assembly Medium; electrical corporation or gas corporation has Utilities and Watch received revenues from its ratepayers that are Energy
more than its approved rate of return for a
year prior, to require the electrical corporation
or gas corporation to refund those excessive
revenues from the prior year to its ratepayers.

AB 2683 Boerner Revises and recasts the role of the Public Assembly Medium; Advocates Office to require the office, in every Utilities and Watch general rate case, advocate for lower rates Energy
before the CPUC and for service consistent
with reliable and safe service levels.is justified.

AB 2750 Gallagher Extends the deadline for IOUs and POUs to 4/15/2024 Medium; procure their proportionate share of 125 MW Assembly Watch from bioenergy projects from December 1, Utilities and
2023, to July 1, 2025. Requires entities Energy
seeking to amend the contracts or seeking
approval for new contracts to include
expiration dates at least 5 years later, rather
the expiration dates in the contracts that were
operative in 2022. Specifies that this
contracting requirement applies to biomass
facilities located in areas that voluntarily opt
for severe or extreme nonattainment status for
particulate matter or ozone but have measured
levels of particulate matter or ozone that are
below the severe nonattainment classification
level.

AB 2796 Alvarez Establishes the Equitable Access to Zero- Assembly Medium; Emissions Vehicle Fund. Makes money Transportation Watch available, upon appropriation of the Legislature
for a new vehicle rebate program for the
purchase of zero-emission vehicles.

AB 2891 Friedman Requires the CEC, on or before December 1, 4/17/2024 Medium; 2026, to adopt a set of upfront technical Assembly Watch requirements and load automation standards Utilities and modification protocols to provide the option for Energy a LSE to reduce or modify its electrical demand
forecast upon aggregated system operation.

Pioneer State Leqislative Policy and Platform 2024
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AB 3011 Bains Requires the CPUC to ensure that each Assembly Medium; electrical rate structure does not cause an Utilities and Watch unreasonable rate hardship on senior citizens, Energy
renters, families with minor children, medically
vulnerable customers, or economically
vulnerable residential customers in hot climate
zones. Provides that any electrical rate
schedule that imposes rates on those identified
customers during any hour where the
temperature is above 90 degrees for the
duration of the hour is considered an
unreasonable hardship.

AB 3107 Connolly Revises and recasts the definition of "electrical Assembly Medium; corporation" to eliminate certain existing Utilities and Watch exceptions to the definition of electric Energy
corporation, thereby expanding the entities
over which the CPUC has regulatory authority.

Exempt from that definition is a corporation or
person employing one or more distributed
energy resources that has the capacity to be
coupled with one or more energy storage
systems for the generation of electricity
primarily for specified uses. Exempts from the
definition of electrical corporation a microgrid
that primarily serves the included load of the
microgrid. Requires the CPUC to retain
jurisdiction over the interconnection of a
microgrid to the distribution system of a large
electrical corporation. Authorizes the CEC to
develop safety standards and issue guidelines
for the governance and oversight of
microgrids.

AB 3181 Pellerin Requires, if one or more customers served by Assembly Medium; an electrical distribution circuit experiences 4 Utilities and Watch or more discrete electrical outages during a Energy
single calendar year1 the electrical corporation
that owns and operates that circuit to perform
a review of that circuit to determine the cause
and implement improvements to reduce the
anticipated risk of future outages on that
circuit. Requires the electrical corporation to
make the findings of the circuit review, the
scope of work expected to be performed, and
the expected reduction in the risk of future
outages resulting from that work available to
impacted customers, the city, county, or city
and county in which the circuit is located.

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AB 3246 Garcia Requires the CPUC, on or before January 1, 4/17/2024 Medium; 2026, to update the general order which Assembly Watch
prohibits an electrical corporation from Utilities and
beginning construction in this state of any Energy
electrical line facilities or substations without
the CPUC having first authorized the
construction of those facilities by issuing a
permit to construct, to instead provide an
exemption that authorizes an electrical
corporation to seek the CPUC's approval of
advanced reconductoring of its existing
electrical transmission facilities through the
CPUC's informal advice letter process.

AB 3256 Irwin Requires the CPUC to include, as part of its Assembly Medium; annual update to the Legislature on the status Utilities and Watch of its review of balancing accounts, the amount Energy
of funds in, and the expenditures from, the
balancing accounts of each public utility.

Requires the CPUC to annually determine if
each balancing account has achieved its
intended purpose in the previous year and to
deny the public utility recovery of those costs
and other expenses if its determines that the
intended purpose has not been achieved.

SB 284 Wiener Requires the CPUC to require each electrical Assembly Labor Medium; corporation to make distribution data and and Watch
distribution planning standards available in a Employment timely and efficient manner. Places
requirements on IOUs, prime contractors and
subcontractors relating to the solicitation and
acceptance of bids for a project of an IOU that
costs over $10,000.

SB 938 Min Prohibits electrical or gas corporations from Senate Energy, Medium; recording various expenses associated with Utilities, and Watch political influence activities, or with advertising Communications to accounts that contain expenses that the
electrical or gas corporation recovers from
ratepayers. Penalties result in a civil penalty.

SB 993 Becker Requires the CEC, by July 1, 2026, to evaluate Senate, Energy, Medium; and, if justifiable, establish a clean energy Utilities and Watch development incentive rate time-of-use tariff Communications to encourage the development of new
commercial or industrial electrical loads that
contribute to the state's efforts to reduce the
emissions of greenhouse gases. Requires the
tariff to offer lower rates for customers and be
available only to customers with certain uses.

Pioneer State Lec:iislative Policy and Platform 2024
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SB 1006 Padilla Requires transmission facilities to jointly 4/8/2024 Medium; prepare a grid-enhancing technologies Senate Watch
strategic plan that is designed to cost- Appropriations effectively increase transmission capacity and
increase capacity to increase new renewable
energy and zero carbon resources. Requires
each transmission utility to complete an
evaluation of which of its transmission and
distribution lines can be reconductored with
advanced conductors in a cost-effective
manner to increase transmission or distribution
capacity and increase capacity to connect new
renewable energy and zero carbon resources.

Upon completion of the plan and evaluation,
requires transmission utilities to submit the
plan and evaluation to the CPUC. Requires
each transmission utility to report the progress
in implementing the plan in its IRP.

SB 1062 Dahle Requires the Department of Conservation to Senate Energy, Medium; develop the Biomass Technology Transition Utilities and Watch Program to support the conversion of energy Communications generation facilities using biomass and
tradition combustion technologies to new
advanced technology facilities that result in
reductions in the emissions of criteria
pollutants, toxic air contaminants, and
greenhouse gases. Requires the Department to
identify facilities that are at least l0MW, use
forest biomass, and facilities that are
interested in converting the facilities to
advanced bioenergy technologies. Requires
IOUs and certain POUs to collectively procure
though 15-year contract, 125MW of biomass.

SB 1130 Bradford Expands the eligibility for the FERA program by 4/8/2024 Medium; eliminating the requirement that a household Senate Watch consist of 3 or more persons. Requires the Appropriations CPUC to require the state's 3 largest IOUs to
report on their efforts to enroll customers in
the FERA program, review each IOU's report,
and determine if it has sufficiently enrolled
eligible households in the FERA program
commensurate with the proportion of
households the CPUC determines to be eligible
within the service territory.

SB 1142 Menjivar Expressly prohibits the electrical or gas Senate Energy, Medium; corporation from terminating service if the Utilities, and Watch customer agrees to pay the unpaid balance of Communications a delinquent account over the amortization
Pioneer State Leqislative Policy and Platform 2024
11 I Page
period. Prohibits an electrical or gas
corporation from requiring a residential
customer to pay more than 20% of the
outstanding bill balance to retain service after
serving the customer with notice of
termination. Prohibits an electrical or gas
corporation from terminating service to a
customer who fails to comply with an
amortization agreement under specified
circumstances. Requires an electrical or gas
corporation to restore service to a residential
customer whose service is previously
terminated for nonpayment of delinquent
amount if the customer entered into an
amortization agreement. Prohibits a
reconnection fee before reconnecting those
residential customers and requires
reconnection within 24 hours of the payment.

Prohibits a new residential applicant from
depositing a sum of money before establishing
an account and furnishing a service.

SB 1165 Padilla Expands the facilities eligible to be certified by Senate Medium; the CEC for streamlined CEQA review and Environmental Watch deemed leadership development projects to Quality
include electrical transmission projects.

Requires an applicant applying for certification
of an electrical transmission project to take
certain actions, including avoiding or
minimizing environmental impacts in any
disadvantaged community.

SB 1177 Bradford Expands the requirements for every electrical Senate Medium; corporation, gas corporation, water Appropriations Watch corporation, wireless telecommunications
service provider, electric service provider, and
telephone corporations with annual gross
California revenues exceeding $25 million and
entities with annual gross California revenues
exceeding $15 million, but not more than $25
million to include certain information as part of
each annual report or data submission,
including, among other information, data
regarding the diversity of contractor or
subcontractor workforces. Utilities with annual
gross California revenues exceeding $25
million are required to submit annually a
diversity, equity, and inclusion employment
plan that includes short- and long-term goals
and timetables to promote the employment of
Pioneer State Leqislative Policv and Platform 2024
121 Page
women, minorities, disabled veterans, and
LGBT individuals at all levels of employment
within their organizations, and requires those
entities to file an annual report regarding the
implementation of the programs to promote
the employment of those individuals. Requires
CCAs to provide certain information as part of
the annual report, including, among other
information, data regarding the diversity of
contractor or subcontractor workforces.

Requires the CPUC to direct each CCA with
gross annual revenues exceeding $15 million
to annually submit a detailed and verifiable
diversity, equity, and inclusion employment
plan to promote inclusive hiring at all levels of
employment within its organization.

SB 1292 Bradford Requires the CPUC, on or before July 1, 2027, Senate Energy, Medium; but no sooner than 2 years after the adoption Utilities, and Watch of the IGFC, to submit a report. Prohibits the Communications CPUC from authorizing a fixed charge other
than the IGFC for default residential rates until
30 days after the report is submitted.

SB 1305 Stern Requires the CPUC to take specified actions in Senate Energy, Medium; relation to virtual power plants. Requires the Utilities, and Watch CPUC to begin a proceeding to determine Communications
targets for each electrical corporation to
procure generation from cost-effective virtual
power plants. Requires the CPUC to finalize its
proceeding by October 1, 2026 and issue a
decision adopting virtual power plant
procurement targets to be achieved by each
electrical corporation on or before December
31, 2028 and on or before December 31, 2033.

SB 1311 Stern Requires the joint Reliability Planning Senate Energy, Medium; Assessment to include the status of utility Utilities, and Watch transmission upgrades and electrical grid Communications infrastructure capacity, CPUC approvals of
applications for certificates of public
convenience and necessity and permits to
construct utility and independent projects, and
applications for permits from the CEC and the
queue of projects from the CAISO. Requires
that the CEC ensure in the demand forecasts in
the integrated energy policy report and wind
and solar energy generation profiles account
for increased weather variability, interactive
weather effects, and increased likelihood of
heat events, including multiday events, due to
Pioneer State Leqislative Policy and Platform 2024
131 Page
climate change, and to use the demand
forecasts and those energy generation profiles
to inform its energy planning.

SB 1374 Becker Requires the CPUC, no later than July 1, 2025, Senate Energy, Medium; to ensure that any contract or tariff established Utilities, and Watch by the CPUC related to net energy metering for Communications renewable electrical generation facilities
configured to serve either multiple customers
with meters on a single property, or multiple
meters of a single customer on a property or a
set of contiguous properties owned, leased, or
rented by the customer, meets certain
requirements, including that eligible customer-generators are authorized to elect to aggregate the electrical load.

SB 1508 Stern Requires the CPUC to adopt appropriate Senate Energy, Medium; targets for each LSE to procure viable and cost Utilities, and Watch effective energy storage systems, including Communications long-duration energy storage systems, multi-day energy storage systems, and emerging energy storage technologies and determine the
amount of new energy storage systems that
each LSE would be required to deploy in order
to facilitate a reliable, zero-carbon electricity
grid, and achieve net-zero greenhouse gas
emissions as soon as possible. Requires that
each electrical corporation's renewable energy
procurement plan achieve additional specified
purposes, including reducing the demand for
electricity during net peak periods, achieving
permanent load shifting, achieving the
objectives of a reliable, zero-carbon electricity
grid and net-zero greenhouse gas emissions as
soon as possible, and achieving an optimized
overall portfolio of resources that use
renewable energy generation and energy
storage systems.

Pioneer State Leqislative Policy and Platform 2024
141 Page
2023 Bills of Interest Signed by Governor and Chaptered by the Secretary of State
AB Hart Revises the authority of a legislative body to hold a Signed by 557 teleconference meeting under abbreviated Governor
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, because of the emergency,
meeting in person would present imminent risks to the
health or safety of attendees, or 2) has previously made that determination.

AB Garcia Authorizes the CPUC to request that the Department of Signed by 1373 Water Resources procure eligible energy resources by Governor January 1, 2035. Authorizes the CPUC to order the
procurement of resources with specific attributes by
electrical corporations, electric service providers, and community choice aggregators and requires the CPUC
to enforce any resource procurement requirements.

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. Provides, that upon
appropriation of the Legislature, $6 million from the
General Fund is to be made available in 2024-25 to
support comprehensive, regional baseline
environmental monitoring and research into the impacts
of prospective offshore wind energy development.

SB Becker Requires the CPUC, by September 30, 2024, to Signed by 410 establish reasonable average and maximum target Governor energization time periods and a procedure for
customers to report energization delays to the CPUC.

Requires the CPUC to require the IOUs to take remedial
actions necessary to achieve the CPUC's targets.

Pioneer State Leqislative Policv and Platform 2024
15 I Page
2023 Bills of Interest - Dead
AB 538 Holden Would have delegated to the CEC the Dead
ability to authorize the transformation of
the CAISO into a multistate regional
transmission system if specified
requirements are satisfied. Would have
prohibited 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.

AB 625 Aguiar- Among other things, this bill would have Dead Curry extended the BioMAT program until the
implementation of AB 843 and adequate
time given to community choice
aggregators to participate in the
program.

AB 643 Berman Would have required the CPUC to Dead
commence the consideration of adopting
mechanisms for distributed renewable
generation interconnections to enforce
timelines, reduce administrative burden,
and provide transparency and certainty
to customers. Would have required the
CPUC to create process improvements
to, and potential timelines for, Electric
Rule 21 to address certain types of
delays.

AB 704 Jim Would have required any residential Dead
Patterson 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.

Pioneer State Leqislative Policy and Platform 2024
161 Page
AB 998 Connolly Would have required the CEC to report Dead by December 21, 2025, on utility-scale
biomass combustion facilities and
specifies information the report must
contain.

SB 83 Weiner Would have required the CPUC to Dead
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. Would
have required electrical corporations to
compensate development projects for
failing to meet the deadline.

SB 488 Alvardo- Would have authorized CCAs to Dead
Gil 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. Would have
allowed the costs of any contract
procured by a CCA to be recoverable
from all customers on a nonbypassable
basis.

SB 537 Becker Would have allowed a board, Dead
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.

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171 Page
2024 Highest Priority Active Bills Further Detail
AB 1533, Utilities and Energy - Electricity
Impact to Pioneer: Yes
Serves as the Utilities and Energy Committee's omnibus code clean-up measure.

This bill would exclude energy, capacity, or any attribute from the Diablo Canyon Power Plant from counting towards California's statutory renewable energy mandates, zero-carbon resource targets, or climate goals beyond its current retirement date of August 26, 2025.

Priority: High
Recommended Action/Position: Oppose unless amended. The key issue for Pioneer and CCAs in general is the removal of the counting of resource adequacy (RA) that this bill entails. Removing this large amount of RA from an already constrained market pushes prices even higher for all ratepayers. To address the RA concerns, Pioneer, through CalCCA suggests the following amendment to Section 3 of the bill on page 6, lines 33-35:
(5) Not consider the energy, capacity, or any attribute from the Diablo Canyon Unit 1 or Unit 2 powerplant after August 26, 2025, in achieving the policy described in subdivision (a) but preserve the value of reliability benefits for ratepayers by reducing the Energy Commission's forecast of system resource adequacy by the net qualifying capacity from Diablo Units 1 and 2 in setting load-serving entity resource adequacy requirements pursuant to Section 380.

AB 2787, Joe Patterson (R) - Energy: building standards: photovoltaic requirements
Impact t o Pioneer: Yes
This bill could provide relief to local homeowners whose homes were either damaged or destroyed by wildfires from having to install solar on their homes. This bill would require the home to be repaired or replaced based upon the solar installation requirements that were in place at the time the home was built as opposed to when the home was repaired or replaced.

Priority: High
Recommended Action/Position: Support. Pioneer's community has experienced several wildfires in recent years and may experience more in future years. Forcing Pioneer's customers to endure additional hardship with additional costs to install solar on their homes when not desired and/or contemplated when they originally bought/built their homes puts undue economic burden on them.

Pioneer State Leqislative Policy and Platform 2024
18 1 Page
AB 2902, Wood (D) - Organic waste: reduction regulations: exemptions Impact to Pioneer: Yes
This bill would allow jurisdictions with low population and/or elevation waivers issued by CalRecycle to remove those populations from a local jurisdiction's organic waste procurement target.

Priority: High
Recommended Action/Position: Support.

While landfill diversion is not in Pioneer's scope of daily activities, Pioneer did facilitate a contract for jurisdictions within Pioneer's service territory with a biomass facility to assist jurisdictions meet their organic waste (SB 1383) procurement targets. This bill would make the procurement targets achievable.

SB 537, Becker (D) - Open meetings: multijurisdictional, cross-county agencies: teleconferences
Impact to Pioneer: Yes
This bill would authorize the legislative body of a multijurisdictional, cross-county, local agency with appointed members that is subject to the Brown Act to use alternate teleconferencing provisions if specified conditions are met.

The legislation would require the legislative body to provide a record of the attendance of the members of the legislative body, the number of community members in attendance in the teleconferencing meeting, and the number of public comments on its internet website within 10 days after a teleconferencing meeting.

This bill would require at least a quorum of members of the legislative body to participate from one or more physical locations that are open to the public and within the boundaries of the territory. The conditions would also require that a member that receives compensation for their service on the legislative body to participate from a physical location that is open to the public and would require the legislative body to identify in the agenda each member who plans to participate remotely and include the address of the publicly accessible building from which each member will participate via teleconference. This bill would prohibit a member from participating remotely within the boundaries of the local agency's jurisdiction and prohibit a member from participating remotely 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 in-person meeting. The provisions of this bill would be repealed as of January 1, 2026.

Priority: High
Recommended Action/Position: Support. This bill is part of a package of bills intended to address the restrictions and need for flexibility in the post-COVID era with regards to the Brown Act. The sponsor of this bill is Peninsula Clean Energy.

Pioneer State Leqislative Policy and Platform 2024 19IPage Spot Bills
There were numerous Spot Bills, not included in this document, in both the Assembly and the Senate. Spot bills make technical, non-substantive changes in the law and function as a placeholder for a later proposal, and they must be amended prior to being heard in a committee. As these bills were amended, the Board was apprised of the potential impact on Pioneer and CCAs, as appropriate.

Pioneer State Leqislative Policv and Platform 2024
20 I Page
Legislative Representatives
Senate
Brian Dahle - District 1
Capitol Office: 1021 0 Street, Room 7230, Sacramento, CA 95814; (916) 651-4001 Redding District Office: 1320 Yuba Street, Suite 102, Redding, CA 96001; (530) 224-7001
Gold River District Office: 11230 Gold Express Drive, Suite 304, Gold River, CA 95670; (916) 464-4201
Chico District Office: 2635 Forest Avenue, Suite 110, Chico, CA 95928; (530) 879- 7424
Marie Alvarado-Gil - District 4
Capitol Office: 1021 0 Street, Room 7240, Sacramento, CA 95814; (916) 651-4004 Modesto District Office: 1020 15th Street, Suite 21, Modesto, CA 95354; (209) 576-6001
El Dorado Hills District Office: 4364 Town Center Boulevard, Suite 313, El Dorado Hills, CA 9576; (916) 933-8680
Roger Niello - District 6
Capitol Office: 1021 0 Street, Room 7110, Sacramento, CA 95814; (916) 651-4006 Roseville District Office: 2200A Douglas Blvd., Suite 100, Roseville, CA 95661; (916) 772-0571
Rancho Cordova District Office: 2729 Prospect Park Drive, Suite 130, Rancho Cordova, CA 95670; (916) 464-3080
Yuba City District Office: 855 Harter Parkway, Suite 245, Yuba City, CA 95993; (530) 701-8114
Assembly
Megan Dahle - District 1
Capitol Office: 1021 O Street, Suite 5710, Sacramento, CA 95814 (916) 319-2001
Grass Valley District Office: 113 Presley Way, Suite 10, Grass Valley, CA 95945; (530) 265-0601
Redding District Office: 280 Hemsted Drive, Suite 110, Redding CA 96002; (530) 223-6300
Joe Patterson - District 5
Capitol Office: 1021 O Street, Suite 4530, Sacramento, CA 95814 (916) 319-2005
District Office: 6030 West Oaks Boulevard, Suite 145 Rocklin, CA 95765; (916) 435-0501
Pioneer State Leqislative Policy and Platform 2024
21 I Page
Appendix A: 2024 Legislative Session Calendar
January Deadlines:

Jan. 1 Statutes take effect
Jan. 3
Jan. 10
Legislature reconvenes
Budget must be submitted by Governor
Jan. 12 Last day for policy committees to hear and report to fiscal committees' fiscal bills introduced in their house in the odd-numbered year Jan.19 Last day for any committee to hear and report to the floor bills introduced in that house in the odd-numbered year
Jan. 31 Last day for each house to pass bills introduced in that house in the odd-numbered year
February Deadlines:

Feb. 16 Last Day for bills to be introduced
March Deadlines:

March 21
April Deadlines:

Apr. 1
Apr. 26
May Deadlines:

May 3
May 10
May 17
May 20-May 24
May 24
May 28
Spring Recess begins upon adjournment
Legislature reconvenes from Spring Recess
Last day for policy committees to hear and report to fiscal committees' fiscal bills introduced in their house
Last Day for policy committees to meet and report to the floor non-fiscal bills introduced in their house
Last day for policy committees to meet prior to May 28
Last day for fiscal committees to meet and report to the floor bills introduced in their house
Last day for fiscal committees to meet prior to June 5
Floor session only. No committee may meet for any purpose except for Rules Committee, bills referred pursuant to A.R. 77.2, and Conference Committees
Last day for each house to pass bills introduced in that house Committee meetings may resume
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22 I Page
June Deadlines:

June 15 Budget Bill must be passed by midnight
June 27 Last day for a legislative measure to qualify for the Nov. 5 General Election ballot
July Deadlines:

July 3 Last day for policy committees to meet and report bills Summer Recess begins on adjournment, provided Budget Bill has been passed
August Deadlines:

Aug. 5 Legislature reconvenes from Summer Recess
Aug. 16 Last day for fiscal committees to meet and report bills Aug. 19-31 Floor session only-no committee may meet for any purpose, except Rules Committee, bills referred pursuant to Assembly Rule 77 .2, and Conference Committees
Aug. 23 Last day to amend bills on floor
Aug. 31 Last day for each house to pass bills. Final Recess begins upon adjournment
Important Dates Occurring During Final Recess:
2024
Sept. 30
Oct. 2
Nov. 5
Nov. 30
Dec. 2
2025
Jan. 1
Last day for Governor to sign or veto bills passed by the Legislature on or before Sept. 1 and in the Governor's
possession on or after Sept. 1
Bills enacted on or before this date take effect January 1, 2025 General Election
Adjournment sine die at midnight
2025-26 Regular Session convenes for Organizational Session at 12 noon
Statutes take effect
231 Page
Pioneer State Leqislative Policy and Platform 2024
Appendix B: Table of Acronyms
AB Assembly Bill ES Enerav Storage Plans)
AL Advice Letter ESA Energv Storage Agreements PAC Public Agency Coalition ALJ Adminisb·ative Law Judge ESP Electric Servioe Provider PAM Portfolio Allocation Methodology ARB Air Resomces Board EV Electric Vehicle PCE Peninsula Clean Energy Authority AReM Alliance for Retail Energy Markets FCR Flexible Capacity Requirements PCIA Power Charge Indifference Adjustment BavREN Bav Area Regional Energy Network GHG Greenhouse Gas PD Proposed Decision CAISO California Independent System Operator GRC General Rate Case PG&E Pacific Gas & Electric CalCCA California Community Choice Association GTSR Green Tariff Shared Renewables PHC Prehearing Conference CALSEIA California Solar Energy Industries !CA Integration Capacity Analysis PPA Power Purchase Agreement Association IDER Integrated Distributed Enero-v Resources PRP Priority Review Proiect CALSLA California City County Street Light !DSM Integrated Demand-Side Management PRRR Progress On Residential Rate Reform Association IEP Independent Energy Producers PUC Public Utilities Code CAM Cost Allocation Mechanism !MD Independent Marketing Division PURPA Public Utilities Regulatory Policy Act CARE California Alternate Rates for Energy IOU Investor Owned Utilitv RA Resource Adequacy CBE Communities for a Better Environment !RP Integrated Resow·ce Planning RAM Renewables Auction Mechanism CCA Community Choice Aggregator LCE Lancaster Choice Energy REC Renewable Energy Credit CCSF City and County of San Francisco LCFS Low Carbon Fuel Standard RES-BCT Renewable Energy Self-Generation Bill CEC California Energy Commission LCR Local (RA) Capacity Requirements Credit Transfer CEE Coalition for Energy Efficiencv LNBA Locational Net Benefits Analvsis RFO Reauest for Offers CLECA California Large Energy Consumers LSE Load-Serving Entity RICA Renewable Integration Cost Adder Association LTPP Long- Term Procurement Rulemaking RPS Renewables Portfolio Standard CPUC California Public UWities Commission MCE Marin Clean Energy SB Senate Bill DA Direct Access MEO Marketing, Education And Outreach SCE Southern California Edison DACC Direct Access Customer Coalition MW Megawatt SCP Sonoma Clean Power Autho1ity DER Distributed Energy Resources
DR Demand Response
NAESCO National Association of Energy Servioe
Comoanies
SDG&E San Diego Gas & Electtic
DRP Distributed Resomce Plans NOA Non-Disclosure Agreement SGIP Self-Generali on Incentive Program DWR Department of Water Resomces NEM Net Energy Metering SUE Super User Electric ECR Enhanoed Community Renewable NBC Non-Bvoassable Charge SVCE Silicon Valley Clean Energy ED Energy Division NRDC Natural Resources Defense Council TE Transoortation Electrification EE Enernv Efficiencv OIR Order Instituting Rulemaking TM Tree Mortality ELCC Effective Load Canying Capacity osc Order to Show Cause TOU Time-of-Use EPIC Electric Program Investment Charge ORA Office of Rateoaver Advocates TURN The Utility Refonn Network ERRA Energy Resource Recoverv Account PA Program Administrator (for EE Business Pioneer State Leqislative Policy and Platform 2024
24 [ Page

Staff Report – Item 3
To: The Governing Board
From: Gina Stassi-Vanacore, Director of Public Affairs, Marketing & Programs Item 3: Update of Solar Billing Plan
Date: 4/25/2024

RECOMMENDATION
Receive an update on Solar Billing Plan and related activity to inform customers of final policy implementation.

BACKGROUND
The California Public Utilities Commission (CPUC) approved last year the Solar Billing Plan (SBP) for all new rooftop solar applications, implementing a new billing structure for renewable system interconnection applications received on or after April 15, 2023. SBP applies to customers who apply for interconnections of an eligible renewable generating system and replaces the Net Energy Metering 2.0 program.

The Pioneer Community Energy Governing Board adopted a resolution at its December 14, 2023, meeting approving a Solar Billing Plan Net Billing Tariff Policy. Pioneer’s policy is largely similar to PG&E’s policy, with the exception of Net Surplus Compensation. While Pacific Gas & Electric (PG&E) plans to implement an Energy Export Credit Adjustment, or “claw back,” Pioneer will continue to pay the full Net Surplus Compensation Rate (NSC). SBP customers electing to stay with Pioneer will receive a premium for excess generation compared to PG&E.

Considerable attention has been paid to implementation details. PG&E sent two required regulatory notices to affected customers, informing that there will be noticeable difference in billing related to compensation rates for excess energy sent to the grid; the Time-of-Use rate plan; and energy charges that will be paid monthly rather than at the annual True-Ups previously done with NEM 2.0.

ANALYSIS & DISCUSSION
Pioneer has 166 customers transitioning to SBP this year. Additionally, there are 723 accounts on the interconnection list.

Recognizing the complexity of the information, Pioneer is proactively reaching out to customers affected by the Solar Billing Plan to help simplify information and reduce the confusion the new policy could cause. Information focuses on the five most important things customers need to know, which include: 1) more customers are moving to the E-ELEC rate, 2) monthly billing changes that occur with SBP, 3) an explanation of the Energy Export Credit, which will be applied to the total charges each month, 4) explanation of the Energy Export Bonus Credit and 5) that Pioneer will continue to pay the full Net Surplus Compensation Rate (NSC). (By contrast, PG&E plans to implement an Energy Export Credit Adjustment, or the “claw back” noted above.) Pioneer is coordinating closely with the call center team at Calpine to share information so customer questions can be adequately addressed and will continue to monitor PG&E communications on this topic.

In addition to customers affected in 2024 and those with pending interconnection applications, we are creating this list from the 4013 reports, the comprehensive customer list provided by PG&E, that details specific information for all customer accounts. We also are mapping future outreach activity based on customer true-up end dates.

Agenda Item: 3 Agenda Date: 4/25/2024

STRATEGIC PLAN
The update is related to Quality in Service Priority.

FISCAL IMPACT
Pioneer is spending roughly $3,000 for the design, production and mailing of a flyer to all customers impacted by SBP in 2024 and 2025, as well as those with interconnection applications pending.

ATTACHMENTS

1. Solar Billing Plan mailer

Plf)NEER

COMMUNITY ENERGY
Staff Report - Item 4
To: The Governing Board
From: Don Eckert, Chief Executive Officer
Item 4: Adopt Resolutions Commending Director Andreatta and Director Cortez for their Dedicated Service to Pioneer Community Energy
Date: 4/25/2024

RECOMMENDATION
Adopt Resolutions commending Director Andreatta and Director Cortez for their dedication and outstanding service in directing Pioneer Community Energy ("Pioneer").

BACKGROUND
As a Councilmember for the Town of Loomis, Director Cortez served as a Director on the Pioneer Community Energy Governing Board beginning January 2023 and has served in that role through January 2024. Director Cortez also served on the Energy Procurement ad hoc Committee.

As a Councilmember for the City of Lincoln, Director Andreatta served as a Director on the Pioneer Community Energy Governing Board beginning February 2023 and has served in that role through January 2024. Director Andreatta was then appointed as the Alternate Director beginning in February 2024. Director Andreatta also served on the Audit & Finance Committee.

ANALYSIS & DISCUSSION
Director Andreatta and Director Cortez have demonstrated outstanding commitment, representation, and leadership for Pioneer and its ratepayers.

STRATEGIC PLAN
The recommendation supports the Local Engagement Priority.

FISCAL IMPACT
There is no fiscal impact with the recommendation.

ATTACHMENTS

1. Resolution commending Director Cortez

2. Resolution commending Director Andreatta

Before the Governing Board of
Pioneer Community Energy
In tho matter of: Resolution in Appreciation
of Director Amanda Cortez for Outstanding
Service to Pioneer Community Energy
Resolution No.: ------
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held April 25, 2024, 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, Pioneer Community Energy is a Community Choice Aggregation Program serving the cities of Auburn, Colfax, Grass Valley, Lincoln, Nevada City, Rocklin, and Placerville, the town of Loomis, and unincorporated Placer and El Dorado County; and WHEREAS, Town of Loomis Councilmember Amanda Cortez became a Director on the Pioneer Community Energy Governing Board beginning January 2023; and WHEREAS, Amanda Cortez has served on the Energy Procurement Review ad hoc Committee of Pioneer Community Energy beginning February 2023; and WHEREAS, Amanda Cortez has provided outstanding leadership, representation, and guidance for the ratepayers and staff of Pioneer Community Energy.

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 Governing Board hereby commends Amanda Cortez for her dedication and outstanding public service in directing Pioneer Community Energy.

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

Before the Governing Board of
Pioneer Community Energy
In the matter of: Resolution in Appreciation
of Director Holly Andreatta for Outstanding
Service to Pioneer Community Energy
Resolution No.: ____ _
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held April 25, 2024, 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, Pioneer Community Energy is a Community Choice Aggregation Program serving the cities of Auburn, Colfax, Grass Valley, Lincoln, Nevada City, Rocklin, and Placerville, the town of Loomis, and unincorporated Placer and El Dorado County; and WHEREAS, City of Lincoln Councilmember Holly Andreatta became a Director on the Pioneer Community Energy Governing Board beginning February 2023; and WHEREAS, Holly Andreatta has served on the Pioneer Community Energy Audit & Finance Committee beginning February 2023; and
WHEREAS, Holly Andreatta began serving as Alternate Director on the Pioneer Community Energy Governing Board beginning February 2024; and
WHEREAS, Holly Andreatta has provided outstanding leadership, representation, and guidance for the ratepayers and staff of Pioneer Community Energy.

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 Governing Board hereby commends Holly Andreatta for her dedication and outstanding public service in directing Pioneer Community Energy.

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

Plf)NEER

COMMUNITY ENERGY
Staff Report - Item 5
To: The Governing Board
From: Donald Eckert, Chief Executive Officer
Item 5: Priorities for the Fiscal Year 2024-2027 Strategic Plan Date: 4/25/2024

ACTION REQUESTED
Provide direction on the Priorities for Pioneer as part of the development of Pioneer Community Energy's ("Pioneer") Fiscal Year ("FY") 2024-2027 Strategic Plan.

RECOMMENDATION
There is no recommendation with this report.

BACKGROUND
At the September 16, 2021, Board meeting, the Board adopted the FY 2021-2024 Strategic Plan.

At the March 21, 2024, Board meeting, staff reviewed progress on goals of each priority in the FY 2021-2024 Strategic Plan and a preview of schedule and expectations for the development of the FY 2024-2027 Strategic Plan.

ANALYSIS & DISCUSSION
With the development of the FY 2024-2027 Strategic Plan, it is important to consider the phases of Pioneer since launching. Each phase builds upon the previous phase. The following is a summary of where Pioneer has been and where it is transforming to:
• Pioneer 1.0 (2018-2021) -The agency is launched in February 2018. Priorities included the procurement of power supply, enrollment of customers, marketing and awareness, and establish administrative functions, to be able to serve our customers while being compliant with the various state agencies responsible for the electric grid. Much of the support was through the Placer County Tax Collector-Treasurers Office and the agency survived due to a small number of dedicated staff handling a large amount of work.
• Pioneer 2.0 (2021-2024) - The priority was to establish the agency. Establishing the agency required a different culture and skillset than launching the agency and priorities were pivoted. Examples include hiring of staff and consultants to support agency self-dependence, obtaining an investment grade credit rating, building brand awareness, increase public outreach, expansion of service territory, pursue biomass plant opportunities and launch a Customer Programs Advisory Committee. • Pioneer 3.0 (2024-2027) - While Pioneer will never lose sight of its priority of competitive and stable rates, we can leverage on the foundation built to provide customer value beyond rate savings. We strengthen our partnership with our ratepayers and as a result enhance brand awareness.

The following are priorities from the current strategic plan and proposed changes for discussion purposes:

Community Partner
Upgrade from local engagement to community partner with emphasis on strengthening relationships we already have and build strategic partnerships with other agencies, businesses, and organizations in our region.

Agenda Item: 5 Agenda Date: 4/25/2024
Current: Local Engagement Proposed: Community Partner
Goals: Goals:
1 Achieve a 92% participation rate 1 Retain and strengthen market share and brand awareness thouqh communitv enqaqement
2 Launch a Community Programs Advisory Committee 2 Develop strategic partnerships with existing and potential business customers
3 Engage the top 20 Commercial & Industrial customers in 3 Engage the Community Advisory Comm ittee to advance
each Countv our priorities
4 Participate in local events 4 Increase engagement with stakeholders connected through social media channels
5 Grow engagement and reach of communication channels 5 Prioritize loca l procurement supporting community reinvestment
6 Be transparent and professiona l in all our communications 7 Leverage our Board/Member Agencies for promotion of
Pioneer's value Pro Positions
Employer of Choice
Pioneer needs a great staff to be successful. The goals are to attract and retain.

Current: Employer of Choice Proposed: Great Place to Work Goals: Goals:
1 Conduct compensation and benefits studies to remain
1 Conduct triennial compensation and benefits studies to comPetitive remain competitive in the labo r market
2 Conduct annual all-staff survey 2 Focus on recruitment to fill open positions 3 Quarterly team building activities 3 Support the culture through engagement with employees 4 Invest in employee professional development
Fiscally Sound
Pioneer has achieved financial stability. We will continue to ask the question; "Is the decision we are making in the best interest of the ratepayer?"
Current: Financial Stability & Strategic Growth Proposed: Fiscally Sound Goals: Goals:
1 Pursue expansion opportunities with like-minded 1
Pursue expansion opportunities with like-minded
communities communities that financially strengthen Pioneer 2 Adopt policies that facilitate the growth of our service area 2 Rate setting that supports the long-term health of the agency
Adopt policies that support the achievement of appropriate Continued compliance with cash reserve and energy risk 3 cash reserves to mitigate the impact of vo latile power 3 management policies to support rate stability and supply costs competitiveness
4 Achieve an investment grade cred it rating 4 Be an advocate for our region in the legislative and regulatory arenas
5 Ma intain participation in legislative and regulatory 5 Prioritize community re-investment that is both responsible proceedinqs and strategic
Exceptional Customer Experience
Providing excellent customer service is what separates us from our competitor. We will continue to provide the same level of service wh ile investing in resources that improve the experience.

Current: Quality of Service Proposed: Exceptional Customer Experience Goals: Goals:
1 Ensure quick response times to customer inquiries 1 Develop and implement energy programs that improve our customers lives
2 Develop a cost-effective grid-res ilient product 2 Invest in resources that improve the customer experience
3 Explore economic development rates 3 Respond to customers w ith time liness, accuracy and orofessiona I ism
4 Explore programs that incentivize local solar and 4 Deliver rates that are stable and competitive biomass oroiect development 5 Commit to policy that strengthens Pioneer's response 5 Provide updates to the Board and the community on
to oower sunnlv volatilitv the value Pioneer is creatinq

Agenda Item: 5 Agenda Date: 4/25/2024
Operational Optimization
Pioneer cannot deliver value if we don't focus on the core of what we do which is power supply procurement and being a good grid citizen by complying with the many regulations from various agencies which includes adequate Resource Adequacy, compliance in Renewable Energy Standards and procuring energy within our energy risk management policy.

Current: Operational Excellence Proposed: 0 perationa I Optimization Goals: Goals:
1 Continue grid resiliency to mitigate PSPS events 1 Support biomass projects in our territory 2 Diversification of energy portfolio with one biomass 2 Community reinvestment through power supply proiect Procurement with suppliers in our service territorv 3 Issue energy RFP's for least cost-best fit to support 3 No Informational Technology data breaches rate competitiveness 4 Support local power supply projects 4 Compliant with all grid related state agency reauirements in our power suoply procurement
5 Zero customer data breaches 5 Compliant in our Energy Risk Management policy 6 Finacial audits will result in no significent deficiences or material weaknesses
Timeline
The development of the FY 2024-2027 Strategic Plan is on schedule with a kick-off presentation to the Board in March followed by a discussion with staff. The following table is a high-level schedule of the process:

Kick-Off the planning process
Staff input on goals and objectives
In-dept discussion with the Board
Presentation of findings to the Board
Review final plan
Adopt FY 2024-2027 Strategic Plan

STRATEGIC PLAN
March March April May
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The report supports the development of the FY 2024-2027 Strategic Plan.

FISCAL IMPACT
There is no fiscal impact with this report.

ATTACHMENTS

1. FY 2021-2024 Strategic Plan

June September
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[=====]
Strategic Plan
1 2021–2024

STRATEGIC PLAN
Prepared by JSR Strategies | September 8, 2021
Strategic Plan 2
A Letter to Our Pioneer Community
Planning Promotes Confidence
The 2021–2024 Strategic Plan identifies opportunities with which we stand to make the greatest improvement and those areas where we need to mitigate risk. Although we are in stable financial condition and our core business is sound, Pioneer’s work is not done.

During the coming three years, our adaptive strategies will focus on diversifying our energy supply portfolio using a comprehensive analysis process to develop and update our Integrated Resource Plan. We will seek opportunities to optimize our resources, focus on grid resiliency, and hone partnerships with our various stakeholders.

Decisions come with financial implications; hence the need for reasonable forecasting, scenario modeling, and risk management.

Relationships Matter
Through a focused employee engagement and strategic ownership process, Pioneer team members at every level are positioned to make meaningful contributions toward the initiatives and goals outlined in this document. The intrinsic understanding and alignment around Pioneer’s values and collective goals will help to better promote organizational success.

Externally, our focus will remain on our local communities and assisting them with their energy needs. Time and attention will be spent with regulators, legislators, and other key decision-makers to influence outcomes to help reduce costs and improve the quality of life for our customers. Through education, collaboration, and a willingness to do what is in the best interest of our customers, we will navigate the changing business environment with confidence.

Input from stakeholders gathered at strategic planning workshops held in May 2021 was crucial in developing the inaugural edition of the Strategic Plan. I want to express my sincere appreciation and thanks to the Board of Directors and our Pioneer team for their commitment to — and valuable support of — this important effort.

Embracing the Future
We know change will continue to accelerate, and while change often isn’t easy, it also brings opportunities. At Pioneer, we’re embracing the future with confidence. As a united team, Pioneer employees look forward to proudly serving the energy needs of our owner communities in a reliable, environmentally responsible, and competitively priced manner.

Here’s to the future,
Donald Eckert
Executive Director
Pioneer Community Energy
Being a community-owned, nonprofit utility means putting our customers and community at the heart of everything we do at Pioneer Community Energy. While change is transforming virtually every aspect of our business, Pioneer’s purpose won’t change.

We exist to enhance the quality of life for our customers and community. What will change is our need to deliver value in new ways to meet the evolving expectations of our customers and the communities we serve.

Actions Fuel Success
I’m proud to share significant successes in Fiscal Year 2021.

Some examples include:
• The Governing Board approved the expansion of Pioneer’s service territory to include unincorporated El Dorado
County and the City of Placerville. Representatives from the expansion territory joined the Board in March 2021, and Pioneer will begin service in January 2022.
• Pioneer conducted the inaugural customer survey to
residents and commercial and industrial customers. We
listened to our customers, and in June 2021, Pioneer
launched the Green100 rate that gives customers the option to meet their energy needs from 100% renewable sources. • Through fiscal management, Pioneer maintained its rates and has not changed them since 2019. Since Pioneer’s formation in 2018 through 2020, we have saved our communities $32.5 million on their utility bills compared with PG&E’s rates. • When Pioneer launched, it accumulated debt with Placer County Treasury in providing working capital. The debt to the County Treasury was paid in full in May 2021.
• Pioneer signed a contract with El Dorado Irrigation District (EID) for power generated by its hydroelectric facility over the next 10 years. The contract represents Pioneer’s commitment to investing in local projects focusing on renewable energy sources.

This partnership provides a mutually beneficial arrangement that meets EID’s hydroelectric generation goals while providing Pioneer with cost-effective, clean electricity for ratepayers. • Pioneer and Park Billing Company, Inc., signed a settlement agreement regarding electric generation rates charged to mobile home park (MHP) residents in the Pioneer service area, ensuring that MHP residents receive the benefits of Pioneer’s competitive rates. This issue was addressed by SB 1117, which was passed by the California Legislature and signed by Governor Newsom in September 2020. The new
law protects all MHP residents in the state.

Strategic Plan 3
Pioneer Board Members
Local representation of our region can be seen throughout Pioneer’s Joint Powers Authority and Board of Directors. With their leadership, Pioneer provides the communities we serve a choice in power. 80 80
50 50
45 45
89 89
267
Colfax
SMUD
Liberty Energy
Roseville Electric
Pioneer and PG&E
Auburn
Loomis
Rocklin
Lincoln
Roseville Placerville
Coloma
Tahoe City
Kings Beach
PLACER

UTILITY SERVICE AREAS

EL DORADO

JIM HOLMES
Chair, Placer County
Board of Supervisors

JEFF DUNCAN
Vice Chair, Mayor,
Loomis Town Council

JOHN HIDAHL
El Dorado County
Board of Suoervisors

SUZANNE JONES ALICE DOWDIN CALVILLO
Placer County
Board of Supervisors
Auburn City Council

GREG JANDA
Rocklin City Council

DAN KARLESKINT WES HEATHCOCK MICHAEL SARAGOSA
■
■
■
■
Lincoln City Council Colfax City Manager Placerville City Council Outreach Plan 4
Community Choice Aggregation and the delivery of reliable, independent electricity is a complex and constantly evolving field. To remain focused and effectively meet the needs of the region, Pioneer Community Energy developed the 2021–2024 Strategic Plan as a road map to continue its role as a leader in community-based power and guide the success of our current and future initiatives.

The Strategic Plan was developed through collaborative work with the Board of Directors and research across stakeholder groups. The process included several planning sessions in 2021 that garnered information regarding who Pioneer serves, clarity on our role, and distinguishing factors as a regional partner in Community Choice Aggregation. Our process confirmed organizational direction and established the foundational statements highlighted in this Strategic Plan.

Mission Statement
Pioneer Community Energy is a locally owned provider of electricity — powering the communities we serve with competitive rates, reliable service, and a choice in energy options.

Vision Statement
A community partner in reliable energy solutions and positive local impact, powering today and empowering tomorrow.

Values Statement
Pioneer Community Energy is powered by our values of reliability, excellence, independence and placing our community first. We put these values to work every day for our customers and our team members throughout our region.

Strategic Priorities will guide the goals of this plan and focus on initiatives that reinforce our commitment to local engagement, quality in service, being an employer of choice, upholding operational excellence, and ensuring financial stability and strategic growth.

To optimize outcomes for the strategic goals and objectives in this plan, key performance indicators will be monitored on an ongoing basis, with accountability reports on progress shared by staff. Adjustments to processes implementing the Strategic Plan will be made as needed by the appropriate department, and an end-of-year report will be published by Pioneer Community Energy as part of its Outreach Plan to share impact and community benefit over three years.

Pioneer is pleased to present the 2021–2024 Strategic Plan, as it marks a historic moment for our organization and will foster a period of remarkable growth and collaboration. This would not be possible without the support and shared commitment of our Board of Directors and dedicated staff. Thanks to the support of these stakeholders, Pioneer will be trailblazing renewable energy pathways and maintaining a strong foothold in the region.

Executive Summary
Strategic Plan 5
Since its launch in February 2018, Pioneer Community Energy has provided reliable electricity, competitive rates, and community-focused programs consistent with the needs of our service territory. One of 23 California Community Choice Aggregators, Pioneer is led by local representatives from a nine-member Board of Directors and currently serves over 93,000 meters (1,100,000 MWh) in Placer County. In order to extend the benefits of community choice to our neighboring cities and counties and protect competitive rates, Pioneer will add approximately 68,000 meters (739,000 MWh) once its expansion into Placerville and unincorporated El Dorado County is underway in early 2022.

Our Power. Our Choice.

To date, Pioneer’s programs focus on energy independence through long-term contracts managing megawatt costs and pursuing sustainability initiatives through hydroelectric, biomass, and other renewable energy sources. Offering customers a choice in power from 100% renewable sources, Pioneer’s Green100 Program received a strong response from the community and welcomed over 100 participants who opted-in during the program’s first 30 days in 2021.

Pioneer has become a leader in regional sustainability by pursuing renewable energy sources and negotiating contracts with like-minded partners in electricity generation. Operating in a constantly shifting environmental landscape, this local control of electrical power has helped mitigate the impacts of rolling blackouts and Public Safety Power Shutoff events in the communities we serve.

Providing Superior Value through Energy Independence
Pioneer customers have enjoyed benefits beyond having a choice in energy and independence from PG&E. Since the organization’s launch, residents, businesses, and agricultural customers have saved more than $32.5 million on electricity from 2018 through 2020.

Organizational Overview
& Historic Background
CCA CUSTOMERS OPERATING REVENUE AVERAGE RATE ($/MWh)
Central Coast Community Energy 265,923 $238.3 million $81.44 CleanPowerSF 311,777 $167.8 million $80.47
East Bay Community Energy 546,707 $463.4 million $80.72 MCE Clean Energy 473,826 $416.1 million $77.01
Peninsula Clean Energy 287,987 $278.1 million $77.87
Pioneer Community Energy 87,704 $72.5 million $69.02
San Jose Clean Energy 243,436 $337.0 million $89.71
Sonoma Clean Energy 225,973 $170.8 million $76.16
Silicon Valley Clean Energy 264,215 $292.5 million $75.75 Average 281,358 $246.8 million $79.76
Pioneer Community Energy maintains one of the lowest energy rates among California Community Choice Aggregators, according to financial statements consolidated by Goldman Sachs and audited data reported by CCA Review.

Pioneer Customers Total Savings | Feb. 2018 – Nov. 2020 Residental Customers
Total Savings
Commercial Customers
Total Savings
Agricultural Customers
Total Savings
$18,658,191 $10,924,457
Industrial Customers
Total Savings
$2,544,002
Average Annual Savings – $80,315 Average Annual Savings – $353 Average Annual Savings – $93 Average Annual Savings
Sm. $180; Med. $2,291; Lg. $2,781
$289,681
$32.5 Million
Pioneer Customers Total Savings | Feb. 2018 – Nov. 2020 Residental Customers
Total Savings
Commercial Customers
Total Savings
Agricultural Customers
Total Savings
$18,658,191 $10,924,457
Industrial Customers
Total Savings
$2,544,002
Average Annual Savings – $80,315 Average Annual Savings – $353 Average Annual Savings – $93 Average Annual Savings
Sm. $180; Med. $2,291; Lg. $2,781
$289,681
$32.5 Million
Pioneer Customers Total Savings | Feb. 2018 – Nov. 2020 Residental Customers
Total Savings
Commercial Customers
Total Savings
Agricultural Customers
Total Savings
$18,658,191 $10,924,457
Industrial Customers
Total Savings
$2,544,002
Average Annual Savings – $80,315 Average Annual Savings – $353 Average Annual Savings – $93 Average Annual Savings
Sm. $180; Med. $2,291; Lg. $2,781
$289,681
$32.5 Million
Pioneer was built to provide stable and competitive rates. To date, we have averaged an overall generation rate of 8.15% lower than PG&E. Pioneer has kept generation costs stable since October 2019 and has the lowest generation rate compared with other Community Choice Aggregators in the state.

Strategic Plan 6
In 2021, the Power Charge Indifference Adjustment (PCIA) imposed by PG&E increased, which added to customer costs. Despite these increased fees, Pioneer’s rates remained low and stable. PG&E’s PCIA fee fluctuates annually but will sunset as PG&E’s expensive contracts expire. Although some Pioneer rate classes remain lower than PG&E’s, the latest increase has caused other customer rate classes to be higher than PG&E’s.

The reliability and value of Pioneer’s services position the organization for its expansion into new markets. As Pioneer expands its service area, the increase in volume will shore up energy independence from PG&E and protect rates through growth in reserves.

Local Advocacy for the Region
Pioneer champions legislative and regulatory policies to power the communities we serve. Our commitment to providing stable rates and dependable service aligns with some of the region’s most pressing environmental and public safety needs. Reducing the risk of wildfire, mitigating impacts of Public Safety Power Shutoffs (PSPSs), and expanding access to renewable power sources are some of the complex and ever-changing issues we address through our organization’s current and future-focused initiatives.

Helping Create Wildfire-resistant Communities
Pioneer is progressing toward funding and infrastructure supporting a local biomass program. By co-authoring legislation and providing lead testimony on Assembly Bills AB 843, AB 332, and AB 1519, Pioneer has advocated for initiatives that help power substations during PSPS events, fund bioenergy projects, and pave the way for reducing wildfire fuels in the region’s forests.

Advocacy for funding from the California Energy Commission has garnered well-deserved funds for the region and promoted wildfire resilience through grants and programs supporting bioenergy projects.

CalFire Forest Health Grants
Pioneer secured funding to get
combustible materials out of forests in
Placer and El Dorado counties.

CalFire Wood Products Team
Pioneer is pursuing participation in this
program, which provides opportunities in
biomass resource recovery.

Local Advocacy for the Region
CalRecycle
Pioneer is investigating funding
opportunities through this program
related to organic waste recovery aligned
with California standards.

Western Placer County
Waste Management Authority
Pioneer is moving forward with biomass
agreements with regional partners at
Western Placer County Waste Management
Authority – preliminary site location
identified with conceptual design.

Sierra Pacific Industries (SPI)
Pioneer forged a 10-year partnership
agreement with SPI, ensuring the
purchase of locally produced energy
from renewable sources.

Outreach Plan 7
Powering Community Benefit
Pioneer invests in supporting the communities we serve with recession-proof, pandemic-resilient initiatives. The California energy industry is a $138 billion business, and we believe our region’s dollars should be reinvested in the local community, not distributed among shareholders.

Pioneer’s commitment to its community — not shareholders — can be seen in its customer savings and its work to advance the local economy and create local jobs.
• Pioneer introduced the Arrearage Management Plan (AMP) program to help customers during the pandemic. The AMP program helps qualifying residential customers reconcile unpaid balances on their bills by offering up to $8,000 in debt forgiveness for on-time payments. • In 2020 alone, Pioneer contributed $4.9 million locally:
» $3.5 million to the local economy.
» $1.4 million through the mPOWER program to local residents and businesses.

Community Benefit In Action
• Over $3.5 million contributed to the local/regional economy in 2020. • Arrearage Management Plan – Debt forgiveness program for customers utility debt accrued during the COVID-19 pandemic. • Participating in development of a Percentage Income Payment Plan to help customers maintain control over utility balances and conserve energy.
• Small Business Payment Plans to support regional businesses in taking on the impacts of the pandemic and bolstering their recovery.
• Pioneer’s agreement with El Dorado Irrigation District (EID) will be more than $40 million in economic development actualized over the next ten years and will provide locally sourced hydroelectric energy as one of many renewable options for customers.

Strategic Plan 8
Following a series of planning meetings, the Pioneer Board of Directors provided landmark organizational direction approving Pioneer’s mission, vision, and values statements. Our mission statement helps define us and what we do in service to the residents within our coverage territory and focuses on the work we do every day. Our vision statement identifies our commitment to partnering for the good of our community and describes the future we’re continually working toward.

Foundational Statements
Community First
We are powered by the communities
we serve — not corporate shareholders.

From the local Board of Directors
representing our region to local
customer service representatives who
are a phone call away, we provide energy
for the community, by the community.

Mission Statement Vision Statement
Values Statements
Our organizational values define how we behave in the delivery of our mission and in the achievement of our vision. We believe it is important to stand for something and be accountable to those we serve. The following four values guide the way we prioritize and deliver our work and help shape a dynamic culture where our people thrive.

Pioneer Community Energy is a locally owned
provider of electricity — powering the communities
we serve with competitive rates, reliable service, and
a choice in energy options.

A community partner in reliable energy solutions
and positive local impact, powering today and
empowering tomorrow.

Reliable
We know our customers depend on us, and
we go above and beyond to provide stable
and competitive rates while working to
minimize rotating outages and Public Safety
Power Shutoffs. The communities we serve
can rely on us to be a transparent and ethical
source of power.

Excellence
We instill excellence throughout
our service. This means delivering a
professional customer service experience
and focusing our work on providing
dependable sources of electricity.

Powering what matters most in our
community is our priority.

Independence
Independence distinguishes Pioneer
from investor-owned PG&E. Because we
are community-owned, we advocate for
the region and offer a choice in energy.

Pioneer invests in local businesses, grid
resiliency, and community well-being —
not corporate payouts.

Strategic Plan 9
Pioneer Community Energy was created to serve the needs of our region. As a steward of Placer County and El Dorado County resources, Pioneer strives to excel in each of its strategic priorities. These Strategic Priorities are actionable and are demonstrated throughout our work and organizational goals and objectives.

Strategic Priorities
Local
Engagement
Quality in
Service
Employer
of Choice
Financial
Stability &
Strategic
Growth
Operational
Excellence
Local Engagement
• Listen to our customers.
• Grow our relationships with
residents and businesses.
• Launch a Community Program
Advisory Committee.

Financial Stability &
Strategic Growth
• Pursue expansion
opportunities.
• Achieve an investment-grade credit rating.
• Participate in legislative and
regulatory proceedings that
support our customers.

Operation Excellence
• Continue grid resiliency
efforts to mitigate PSPS.
• Develop one
biomass project.
• Diversify Pioneer’s
energy procurement.

Quality in Service
• Ensure the highest quality
customer service.
• Keep rates stable
and competitive.
• Launch community
requested programs.

Employer of Choice
• Conduct biennial compensation
and benefits study.
• Uphold Pioneer’s company culture.

Outreach Plan 10
Strategic Priority 1: Local Engagement
Pioneer’s distinguishing feature compared with investor-owned utility companies is our ownership structure. Local control is significant to our region, and therefore local engagement is essential to fulfilling our mission. We know Pioneer customers want a choice, and it is incumbent upon us to establish and nurture relationships within our local communities. We don’t take our customers for granted, and we are committed to not only serving our customers but also representing them. We use the following strategies and tactics to achieve this goal.

Objective 1.1: Reinforce community listening channels by increasing engagement with current, returning, and future customers. Achieve a 92% participation rate by Dec. 31, 2023.

Objective 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.

Objective 1.3: Launch a Community Program Advisory Committee in 2021.

Objective 1.4: Pioneer staff will increase the organization’s presence within the communities we serve by participating in local events.

Objective 1.5: Grow engagement and reach of communications channels and ensure all platforms are providing engagement opportunities for residents and local businesses.
• In 2022, increase social media presence and followers on Facebook by 400%. • Conduct an annual customer survey in winter 2022.
• Increase presence in El Dorado County through targeted social media and digital ad buys.

Strategic Priority 2: Quality In Service
Pioneer’s mission to power the communities we serve with competitive rates, reliable service, and a choice in energy options comes from our commitment to quality service. This means we listen to our customers and respond to meet their needs.

Objective 2.1: Maintain the trust and responsiveness Pioneer customers expect in their service experiences.
• Ensure quick response times to customer service inquiries. • Monitor and evaluate Calpine call center and billing services performance quarterly.

Objective 2.2: Keep Pioneer’s rates competitive through policies and programs that ensure stability and a choice in power.
• Commit to a policy that strengthens Pioneer’s response to rate volatility in the energy market by Dec. 31, 2021.
• Develop a cost-effective, grid-resilient product to increase access for business community members interested in joining Pioneer.

Objective 2.3: Prioritize community programs and develop new service programs by Dec. 31, 2022.
• Begin exploring economic development rates to incentivize businesses to move to the territory, using subsidized rates that benefit the community. • Explore rate programs that incentivize local solar and biomass project development.

Outreach Plan 11
Strategic Priority 3: Employer of Choice
Pioneer team members are foundational to our success. We attract qualified staff and provide necessary training while fostering an environment that promotes workforce loyalty.

Objective 3.1: Conduct a biennial compensation and benefits study to ensure competitive wages and enhance employee retention.

Objective 3.2: Uphold Pioneer’s company culture through internal communication channels and team engagement opportunities.
• Conduct an annual all-staff survey.
• Lead quarterly team-building activities.
• Invest in employee professional development pathways.

Strategic Priority 4: Operational Excellence
Reliability is central to our efforts and a core value of Pioneer. By prioritizing operational excellence, we retain our independence and agility as a provider while supporting our community by offering more options for reliable energy.

Objective 4.1: Continue grid resiliency efforts to mitigate PSPS events in our communities.

Objective 4.2: Position our business portfolio to be capable of diversification through the development of one biomass project.

Objective 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.

Objective 4.4: Target diversification of Pioneer’s power source portfolio through procurement with regional suppliers.

Objective 4.5: Maintain zero customer data breach incidents through investment in Information Technology (IT) resources.
• Conduct annual IT cybersecurity audits and improve employee cybersecurity awareness through training and consistent messaging.

Strategic Priority 5: Financial Stability & Strategic Growth Pioneer operates in a manner that ensures financial stability and delivers customer value. Service area expansion will allow us to leverage greater collective buying power for our communities, so we will pursue active agency growth to regions that share our values.

Objective 5.1: Pursue expansion opportunities with like-minded communities by initiating conversations with leadership within the jurisdictions.

Objective 5.2: Build policies and procedures that facilitate the growth of our service area.

Objective 5.3: Implement policies that support the achievement of cash reserve targets.

Objective 5.4: Achieve an investment-grade credit rating.

Objective 5.5: Maintain participation in legislative and regulatory proceedings that positively impact the Power Charge Indifference Adjustment (PCIA) rate, advocate for cost-savings legislation and regulations, and work to hold PG&E accountable through legislation including SB 612, OCIA transparency efforts and AB 843.

Outreach Plan 12
Conclusion
Strategic planning is a critical component of effective governance and management for any organization, especially Community Choice Aggregators. The 2021–2024 Strategic Plan outlines key initiatives of Pioneer Community Energy to sustain its success and growth for years to come and will guide fundamental decisions and actions that shape the organization. Thanks to the support and regional leadership of our Board of Directors, we can continue to implement strategies that improve the lives and well-being of people living and working in our region.

Strategic Plan 13
www.pioneercommunityenergy.ca.gov
Plf)NEER

COMMUNITY ENERGY
Staff Report - Item IV-B
To: The Governing Board
From: Donald Eckert, Chief Executive Officer
Item IV-B: CEO Report
Date: 4/25/2024

PERSONNEL
We are pleased to report three recruitments have concluded with offer letters accepted. Our newest employees will be introduced to the Board soon but below is a summary of activity:
• Customer Care Coordinator will begin May 6th .
• Manager of Quantitative Analysis and Modeling will begin May 6th . • Legislative & Regulatory Analyst begins May 28th .

Our current recruitment is for the position of Communications Coordinator with interviews beginning shortly.

CHIEF EXECUTIVE OFFICER AGREEMENTS EXECUTED (NON-POWER SUPPLY) The following agreements have been executed by the Chief Executive Officer, consistent with the authority delegated by the Board:
• MGT of America Consulting, LLC, Service Agreement for Information Technology Audit, effective March 14, 2024, until services are completed, not-to-exceed $39,375. • Ultimate Bui lding Maintenance (UBM), Amendment No. 1 to Service Agreement, effective April 25, 2024 through April 30, 2025, not-to-exceed $30,000 .

NEVADA CITY OPT-UP TO GREEN100
At their 2nd meeting in March, the Nevada City Council decided to opt-up all city accounts to Greenl00. This results in three of our member agencies now enrolled in Green 100.

I NCOME GRADUATED FIXED CHARGE ("IGFC") UPDATE
A Proposed Decision ("PD") was released by the California Public Utilities Commission in late March in response to AB205 that introduces household income as part of the ratemaking process. The PD is not final and the soonest it could go into effect is 2026 . An update to the Board when direction is clearer is forthcoming and staff recommends Pioneer take "no position" at this time. Below are some talking points:

What does the proposed decision do?
This decision authorizes all Investor Owned Utilities ("IOUs") to change the structure of residential customer bills in accordance with AB 205.
• Specifically, the proposed decision adopts a gradual, incremental approach to implementing AB 205, including the requirement to offer income-graduated fixed charge amounts. • The adopted billing structure will offer discounts based on the existing income-verification processes of the IOUs' CARE and FERA programs.

What is the purpose of IGFC?
The new billing structure more evenly allocates fi xed costs among customers and encourages customers to adopt electric vehicles and rep lace gas appliances with electric appliances because it will be less expensive to charge vehicles and operate electric appliances.

How does the IGFC impact customers?
The revenues from the fixed charges will be used to ensure that a low-income customer with average electricity usage will realize bill savings in each baseline territory without changes to usage and reduce volumetric rates for all residentia l cust omers.

Agenda Item: IV-B Agenda Date: 4/25/2024
Who is affected by IGFC?
The new billing structure will apply to all residential rates of the IOUs, except for master-meter rates that are not sub-metered. Separately metered electric vehicle rates for customers whose primary meter have an IGFC, or rate schedule that are scheduled to be eliminated by the second quarter of 2026. The revenues from fixed charges will be applied to reduce volumetric rates equally across all time-of-use periods.

How much will the IGFC cost?
This decision approves an aggregate total of up to $45.6 million for the implementation costs of the three IO Us.

Each of the large IOUs shall propose a plan and budget for customer education and outreach.

OUATERLY SPONSORSHIP ACTIVITY REPORT
Fiscal Year to Date Sponsorship Activity
Member
Date Community Vendor Special Event Amount
7/1/2023 Grass Valley Grass Valley Chamber 2023 Independence Day $ 500 2nd Annual Lincoln Airport Open House &
7/14/2023 Lincoln City of Lincoln Family Festival 750
9/14/2023 Auburn Mandarin Orange Education Foundry 2023 Annual Mountain Mandarin Festival 1,400 9/21/2023 Auburn Auburn Chamber of Commerce 2023 State of the Community 1,000 9/27/2023 Loomis Loomis Basin Chamber Of Commerce Loomis 2023 Eggplant Festival 750 1/31/2024 Rocklin Rocklin Area Chamber of Commerce Government Relations Committee Meeting 750 1/31/2024 El Dorado County El Dorado Hills Chamber of Commerce 2024 Annual Business Walk 1,000 League of California Cities - Sacramento
2/6/2024 Loomis Valley Division March Division Meeting 1,400 2/29/2024 Lincoln Lincoln Potters Baseball Club, Inc. 2024 Season Partnership 2,000 Sierra Nevada Memorial Hospital
3/28/2024 Grass Valley Foundation 2024 Starry Starry Nights 1,500 $ 11,050
COMMUNITY ADVISORY COMMITTEE ("CAC")
There was no CAC meeting in March. The next one is scheduled for April 24th .

CHIEF EXECUTIVE OFFICER POWER SUPPLY CONTRACTS EXECUTIED The following agreements have been executed by the Chief Executive Officer, consistent with the authority delegated by the Board:
:,:.··· :,
Cou11terparfy Name Sta.rt Date End Date
Clean Energy Alliance 3/29/2024 Buy Pioneer Resource Adequacy 6/1/2024 6/30/2024 $ 33,000 Presentations and Relevant Meetings attended by the Chief Executive Officer

1. Participated in CalCCA Weekly/Monthly Board meetings.

2. Participated in the 2024 CalCCA Annual Conference

3. Participated in a meeting with Barry Broome of the Greater Sacramento Economic Council regarding leveraging Pioneer to attract new business to the area.

4. Presented to Sutter County Board of Supervisors regarding joining Pioneer.

ATTACHMENTS

1. Agenda Planning Document

2. Legislative and Regulatory Report

3. Marketing/Outreach Report

Agenda Planning Document – Pioneer Community Energy Updated 4-19-2024

BOARD OF

DIRECTORS
APRIL 25, 2024
3:00 PM
(Post Agenda: April 19)
MAY 16, 2024
*SPECIAL MEETING*
(2:30 PM) CONVENE &
Adjourn to Closed Session
(3:00 PM) RECONVENE
(Post Agenda: May 10)
JUNE 20, 2024
*SPECIAL MEETING*
(x PM) CONVENE &
Adjourn to Closed Session
(3:00 PM) RECONVENE
(Post Agenda: June 14)

IN THE FUTURE
General Function I Closed Session-CEO Contract (term)
Conference with Labor Negotiators
Agency Negotiator: Board Chair
Unrepresented: Chief Executive Officer
GC §54957.6
Closed Session-EE Welfare & Benefit
Modifications
Conference with Labor Negotiators
Unrepresented: All Employees
GC §54957.6
Public Report of Closed Session Public Report of Closed Session Agenda Review Agenda Review Agenda Review
Consent
1a
Minutes for Approval
MARCH 21, 2024
Minutes for Approval
APRIL 25, 2024
Minutes for Approval
MAY 16, 2024
1b Receive Draft Financials: FEB 2024
(Koehn)
Receive Draft Financials: MAR 2024
(Koehn)
Receive Draft Financials: APR 2024
(Koehn)
1c RES establishing an ad hoc committee
for Employee Health & Welfare
purposes (Koehn)
Joint-Rate Mailer (Stassi-Vanacore) EE welfare & benefit modifications (Koehn)
(JULY) Power Content Label
1d RES approving agreement for general
legal services (Koehn)
Marketing Contract
Regular
2 Approve Leg Reg Platform (action- Kang)FY 2024-25 Operating Budget (discussion-Koehn)
RES FY 2024-25 Operating Budget
(action-Koehn)
Biomass Project update (action-Kang)
3 NEM 3.0 messaging update
(discussion- Stassi-Vanacore)
IT Annual Audit (discussion-Koehn) Update on Prepay Transaction (discussion-Eckert)
(OCT) Integrated Resource Plan (Kang)
4 RES Board Recognition (action-Eckert)
Andreatta, Cortez
Participate.Energy / Pioneer Economic
Review (action- Stassi-Vanacore)
Update on Expansion
(discussion-Eckert)
(SEPT) RES approving Strategic Plan
(action-Eckert) Kim Tucker
5 Strategic Plan (discussion-Eckert)
Kim Tucker
RES Grid Savvy program (action- Stassi-Vanacore)Power Supply-State of the Markets (discussion-Kang) June or July
ED>CEO title change per Board-approved
Employment Agreement Amendment
No. 3 (action)
6 Strategic Plan - Final Review
(discussion-Eckert) Kim Tucker
7 General Function II
IV-B
Chief Executive Officer’s Report
REG Reports: Leg/Reg; Programs;
Community Engagement;
QTR updates: Sponsorship Activity; Income
Graduated Fixed Charge;
Chief Executive Officer’s Report
REG Reports: Leg/Reg; Programs;
Community Engagement;
Chief Executive Officer’s Report
REG Reports: Leg/Reg; Programs;
Community Engagement;
Chief Executive Officer’s Report
-QTRLY Updates requested by the Board
JAN – APR – JULY – OCT
 Strategic Plan Objectives
 Sponsorship Activity
 Income Graduated Fixed Charge
IV-C Informational Items
Glossary of Terms
Informational Items
Glossary of Terms
Informational Items
Glossary of Terms
I I I
I
Agenda Planning Document – Pioneer Community Energy Updated 4-19-2024 AUDIT/FINANCE COMMITTEE MAY 9, 2024
3:00 PM
in-person & remote locations

IN THE FUTURE
Greg Janda, Chair
John Hidahl, Vice Chair
Gary Petersen
David Ring
FY 2024-25 Operational Budget
IT Audit

ENERGY PROCUREMENT REVIEW

AD HOC COMMITTEE
MAY 1, 2024
3:00 PM
zoom only

IN THE FUTURE
John Hidahl, Chair
Greg Janda, Vice Chair
Alice Dowdin Calvillo
Gary Petersen
Select Officers for 2024
PPAs: BioMAT, Shell, TerraGEN, Thule

EXPANSION

AD HOC COMMITTEE
APRIL 29, 2024
3:00 PM
zoom only

TO BE SCHEDULED
September
Jim Holmes, Chair
Alice Dowdin Calvillo, Vice Chair
David Yarbrough
Select Officers for 2024
Evaluation of Expansion Opportunities
Impact Assessment Studies

COMMUNITY ADVISORY COMMITTEE
TO THE EXECUTIVE DIRECTOR APRIL 24, 2024 IN THE FUTURE
Meets on the 4th Wednesday
(even-numbered months)
JUNE 26
AUGUST 28
OCTOBER 23
DECEMBER 11

EMPLOYEE HEALTH & BENEFITS

AD HOC COMMITTEE

TO BE SCHEDULED
May (prior to May 16 Board)
zoom only

TO BE SCHEDULED
June (prior to June 20 Board)
zoom only
Board Chair
Audit & Finance Committee Chair
Energy Procurement Review Committee Chair
Expansion Committee Chair
Evaluation of Employee Welfare & Benefit modifications Evaluation of Employee Welfare & Benefit modifications Plf)NEER

COMMUNITY ENERGY
Attachment: Legislative and Regulatory Update
Date: 4/25/2024
Legislative Affairs
• Pioneer submitted a letter of support for AB 2787 (Joe Patterson) which would ease the solar requirements for property owners that have lost their homes due to a wildfire. This bill is similar to a bill Pioneer supported last year.
• Pioneer drafted a support letter for AB 2902 (Wood) which would, among other things, require CalRecycle to exclude residents included in department-issued low population or elevation waivers from the population in determining a local jurisdiction's organic waste procurement target. • The Governor cancelled his State of the State Address due to uncertainty of the outcome of Proposition 1. The measure would authorize $6.38 billion in bonds to build mental health treatment facilities for those with mental health and substance use challenges; provides housing for the homeless. The vote will be certified by April 12, but as of April 2nd, the measure was passing by less than .5% of the vote or just under 27,000 votes.
• CalCCA hosted a boxed lunch event "CCA 101" for legislative staff in the Capitol on March 14.

There were 2,124 bills introduced (1,505 Assembly Bills and 619 Senate Bills) this year. Bills that fall under specific topics that will require close monitoring this year include: Affordability, Solar, Interconnection, and Biomass.
• CalCCA's Board has voted to support two bills: SB 1130 (Bradford) which expands the FERA program by eliminating the requirement that a household consist of 3 or more persons; and AB 817 (Pacheco) which allows an advisory body of a local agency to use teleconferencing for its meetings without posting agendas at each teleconference location, identifying each teleconference location in the notice and agenda, making each teleconference location accessible to the public, and requiring at least a quorum to the advisory body to participate from within the local agency's jurisdiction.

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.22-07-005 Order Instituting Rulemaking Limit negative impacts of the (OIR) to advance Demand Income Based Graduated Fixed
Flexibility through electric rates Charge and educate Pioneer Board and customers prior to
the rollout
R.22-10-010 Order Instituting Rulemaking to Expeditiously implement AB Implement AB 843 (2022) - 843 to allow CCA access to the The Bioenergy Adjusting Tariff BioMAT program for future Program subsidies for biomass
procurement
A.20-02-009; A.21-03-008; PG&E 2019 Energy Resource Reduce the ERRA impact on the A.21-06-001; A.22-05-029 Recovery Account (ERRA) PCIA; increase data Compliance Application; PG&E transparency from the IOUs 2020 ERRA Compliance
Application; 2021 ERRA

Attachment: 2 Agenda Date: 4/25/2024
Compliance Application; 2022
ERRA Compliance Application;
2023 ERRA Compliance
Application; 2023 ERRA
Forecast Application; 2024
ERRA Forecast Application
R.20-08-020 Rulemaking to develop a Mitigate impacts to Pioneer NBT successor to existing Net customers and inform
Energy Metering (NEM) tariffs customers of upcoming changes and to review and refine to the program
existing NEM tariffs
R.21-03-011 Provider of Last Resort (POLR) Limit the impacts of changes to Order Instituting Rulemaking the Financial Security
Requirement (FSR)
R.17-09-020; R.19-11-009; Resource Adequacy (RA) Refine the current RA Program R.21-10-002 Reform & Implementation construct; reduce volatility of Tracks RA prices; increase RA
procurement availability and
grid reliability
R.18-12-005 Utility De-energization, Public Reduce impacts of PSPS and Safety Power Shutoffs (PSPS), EPSS events; increase
and Enhanced Powerline Safety coordination and
Settings (EPSS) communications with IOUs to
ensure public safety during de-energization; limit PSPS and EPSS impacts on CCA load
scheduling
CEC - OIR - 21-0IR-03, 23- Load Management Standards Ensure Pioneer Maintains LMS-01 (LMS) compliance with CEC mandates
and requirements
AB 843 OIR:
• October 20, 2022- The OIR was opened to examine the implementation of AB 843. • April 28, 2023- Workshop held.
• November 30, 2023- CPUC voted to approve the revised Proposed Decision, which clarified many of the issues raised in the comments of the PD, while retaining the favorable outcome for CCAs. • January 2, 2024- the IOUs submitted their Tier 2 ALs modifying the BioMAT Tariff to incorporate CCAs. • January 29, 2024- 60 days from the Decision- CCAs finalized two provisions with Accion for website work and third-party administrator. In addition, CCAs submitted a revised tariff, a program participation request, power purchase agreement, rate schedule, and balancing statement as part of a Tier II AL to the CPUC. • February 1, 2024, Tier III ALs were submitted by 4 CCAs indicating interest in participating in the BioMAT program (3CE, Pioneer, RCEA, and OCPA).
• February 23, 2024, CalCCA submitted a 15-day extension until March 14 to meet the requirement for the central BioMAT Accion webpage and standard framework for individual CCA webpages within 90 days of the decision due to an issue raised by Accion in the third-party administrator Statement of Work that the CCAs, IOUs, and Accion are attempting to resolve.
• February 25, 2024, RCRC submitted reply comments in support of the Joint CCAs proposal to consider extending the BioMAT program sunset date.
• March 1, 2024, A group of CCAs (Pioneer, RCEA, 3CE, OCPA, MCE, and VCE) submitted comments in the RPS proceeding asking the CPUC to consider expediting consideration of an extension to the BioMAT program beyond 2025.

Attachment: 2 Agenda Date: 4/25/2024
• March 5, 2024, there is an agreement with Accion as the Third-Party Administrator. The agreement has been reviewed and signed by Pioneer as well as the other 3 CCAs. • On March 13, 2024, CalCCA submitted a second request for extension of time for an additional 15-day extension.
• March 20, 2024, CPUC granted CalCCA's first request for a 15-day extension of time. • March 21, 2024, there was a meeting with CPUC staff on implementation of AB 843. Brad Hill will be moving over to Natural Resources Agency.
• March 28, 2024 Assembly Member Aguiar-Curry submitted a letter of support to the CPUC for the extension of the BioMAT program. This letter included the support of other legislators: Senator Alvarado-Gil, Senator Dahle, Senator Talamantes Egg man, and Assembly Member Dahle. • March 28, 2024 CalCCA submitted a third request for extension of time for an additional 31-day extension of time (until April 29) for the central BioMAT Accion webpage and standard framework for individual CCA webpages to be completed within 90 day of the effective date of the decision. Work has been delayed pending final agreement from all parties to revisions to the third-party administrator Statement of Work. • April 4, 2024, there was a prehearing conference to address the preliminary scope of issues in the OIR for IRP where the Joint CCAs are asking for an extension of the BioMAT program. During this conference, Scott Blaising represented the Joint CCAs and asked for 1) the CPUC to expedite the extension of the BioMAT program and 2) broadly review the program.

Demand Flexibility:
• June 30, 2022- AB 205 passed giving the CPUC the authority to approve a pricing structure that incorporates an Income Based Graduated Fixed Electricity Charge (IGFC). • July 14, 2022- The Commission issued an OIR to begin this proceeding to establish demand flexibility policies and modify electric rates to advance the following objectives: 1) enhance the reliability of California's electric system; 2) make electric bills more affordable and equitable; 3) reduce the curtailment of renewable energy and greenhouse gas emissions associated with meeting the state's future system load; 4) enable widespread electrification of buildings and transportation to meet the state's climate goals; 5) reduce long-term system costs through more efficient pricing of electricity; and 6) to enable participation in demand flexibility by both bundled and unbundled customers. • July 31, 2023- Parties submitted Comments on the IGFC Implementation Pathways considering the ALJ Ruling's questions.
• August 21, 2023- CalCCA submitted Reply Comments to refute parties' arguments regarding including the PCIA or Competitive Transition Charge (CTC) as fixed costs eligible for inclusion in the IGFC. • October 27, 2023- 22 Democratic lawmakers sent a letter to the CPUC asking for an extension of the timeline for the proceeding and require public participation hearings before implementing an IGFC. • November 3, 2023- Track A (IGFC)- CalCCA filed a reply brief continuing to refute party proposals that the PCIA be included in the IGFC and noting that the parties advocating for inclusion of the PCIA have not addressed the arguments put forth by CalCCA.
• December 15, 2023- Track B (demand flexibility)- The CPUC issued a PD which directs PG&E to expand the Valley Clean Energy Ag-Fit pilot program. CCAs that participate in the expanded pilot may receive $20/kW for each year of customer enrollment in the PGE Ag-Fit pilot as an incentive. The incentive is capped at $1.8 million for PG&E's territory. The budgets are for all the CCAs wanting to participate to share. PG&E will be administering the pilot so there will be no administrative costs, but several of the CCAs want to have a say in how the pilot is administered and the education and outreach of the pilot. December 18, 2023- Track A (IGFC)- CPUC issued a ruling requesting implementation information from the IOUs on the IGFC. The ruling directs the IOUs to file additional information about the proposed budgets for implementing the first income-graduated fixed charges by January 24, 2024 . • January 23, 2024-(Track B) There was a revised PD on the expanded pilots. Pioneer is considering offering the expanded Ag-Fit program to its customers. The pilot will be administered by PG&E so it will involve minimal work on behalf of Pioneer staff, but it will also bolster our Load Management Standards program and keep us competitive with PG&E.

Attachment: 2 Agenda Date: 4/25/2024
• January 26, 2024- The CPUC approved the expanded pilots revised decision. In D.24-01-032 to Advance Demand Flexibility Through Electric Rates, the CPUC directed PG&E to expand the Valley Clean Energy Ag Real Time Pricing Pilot (VCE AgFIT Pilot). The decision orders PG&E to extend the duration and expand participation of the VCE Ag FIT Pilot to agricultural customers throughout PG&E's service territory. • January 30, 2024- (Track A)- There was a press conference held by a group of 20 Democratic Legislators calling for the repeal of income-graduated fixed charge. AB 1999 would repeal the income-graduated fixed charge approved under AB 205 (2022) and replace it with a $5 fixed charge for CARE customers and a $10 fixed charge for all other residential customers.
• February 13, 2024 Pioneer staff sent PG&E an email indicating interest in possibly participating in the expanded pilot expansion program, particularly the Ag Pilot. • February 13, 2024 at the Senate Utilities, Energy and Communications hearing the IGFC was brought up by CPUC president, Alice Reynolds, who indicated the CPUC was working on an IGFC decision possibly by the end of Ql.
• March 1, 2024 there is an expanded pilot workshop to address dual participation, since some demand flexibility programs are dual enrollment prohibited. Dual Participation is allowed for- Critical Peak Pricing:
(Peak Day Pricing and SmartRate), Electrification Rates: (E-ELEC), TOU Rates (E-TOU, E-TOU-D), Simple NEM and NBT, and ELRP Subgroup A: (A1-A6). Dual Participation is Prohibited- Supply-Side DR Programs (BIP, CBP, ART, DRAM, non-DRAM DR RA Contracts, DSGS Option 2), Flex Market Pilot, DAHRTP, ELRP Subgroup B: B1-B2, and Other Event-Based Load-Modifying Programs (OBMC, SLRP). • March 25, 2024, PG&E submitted their Tier 2 AL for implementation plans for PG&E's Expanded Ag Pilot. 5 CCAs have expressed an interest in participating in PG&E's Ag Pilot in 2024 (Ava, SVCE, VCE, 3CE, and Pioneer). PG&E will launch the pilot in June of 2024. Participants will continue to pay their current bill and will receive the shadow bill, which they will not pay. The shadow bill will illustrate a customer's potential savings under the dynamic pilot rate. There is also a $20 per unbundled kW per year incentive, subject to a $1.8 million cap for all CCA incentives.
• March 27, 2024, the CPUC issued a proposed decision addressing AB 205 (Income Graduated Fixed Charge) requirements for electric utilities. The earliest this proposed decision could be adopted is May 9, 2024. This decision authorizes all IOUs to shift the recovery of a portion of fixed costs from volumetric rates to a separate, fixed amount on bills without changing the total costs that utilities may recover from customers.

As a result, this decision reduces the volumetric price of electricity (in cents per kilowatt hour) for all residential customers of IOUs. The CPUC did not adopt the IOUs' proposal and instead the proposal would have Tier 1 (customers enrolled in CARE) pay $5 a month, Tier 2 (customers enrolled in FERA or who live in affordable housing restricted to residents with incomes at or below 80% of Area Median Income) pay $12 a month, and Tier 3 (all other customers) pay $24.15 per month. This new billing structure would apply to all residential rates of the IOUs, except for master-meter rates that are not sub-metered.

Net Billing Tariff (NBT):
• December 15, 2022- The CPUC issued a PD that was voted out unanimously. New solar customers that sign up after April 14, 2023, will be placed on NBT. 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.
• August 2, 2023- The CPUC issued a Proposed Decision on the remaining issues in the NBT proceeding, including virtual NEM, enhanced consumer protection, and fuel cell participation. • August 8 ,2023- Comments were filed by Joint CCAs: SDCP, PCE, Pioneer, SCP, RCEA, and SJCE. The comments argued that the Proposed Decision, with some adjustments, can improve bill clarity for NEM customers and future NBT customers.
• September 14, 2023- A California appeals court will hear a lawsuit seeking to overturn the CPUC's rooftop solar decision which would significantly reduce the credits customers receive. • September 16, 2023- There was a letter signed by members of the Legislature on the NEM program for agricultural users.
• October 26, 2023- Joint CCAs have held ex parte meetings with the CPUC, and President Reynolds, who recommended meeting with the Energy Division.

Attachment: 2 Agenda Date: 4/25/2024
• October 30, 2023- Energy Division released a Proposed Resolution approving the IOUs NBTs, with modifications.
• November 2, 2023- CPUC has delayed their decision implementing Virtual Net Energy Metering (VNEM) and other aspects of NBT until November 16, 2023, at the earliest. • November 16, 2023- CPUC adopted revision 2 of the VNEM Decision. • November 20, 2023- PG&E requested an extension of time to comply with the Residential Net Billing Tariff to August 31, 2024. Pioneer led a coalition of CCAs that submitted a letter to the CPUC in support of the extension request to allow for a more enhanced customer service process. • December 14, 2023- CPUC granted an extension for PG&E until April 15, 2024. • December 20, 2023- An appeals court in San Francisco upholds the CPUC decision on the vote to overhaul rooftop solar rules. Protect Our Communities Foundation, Center for Biological Diversity, and the Environmental Working Group filed the lawsuit. This decision could be taken to the Supreme Court. • Week of April 22, 2024- Pioneer will send a postcard to all customers impacted or potentially impacted by the Solar Billing Plan. Themed as "Top 5 Things to Know About the Sollar Billing Plan," this mailer clarifies information provided in PG&E's required mailers and will arrive before customers receive bills that reflect changes due to the Solar Billing Plan. Roughly 175 customers in Pioneer's service area will be immediately affected. The mailer will go to all 723 customers with interconnection applications pending, as well as those who will see billing changes over the next year (about 1,800).

PG&E ERRA Compliance and ERRA Forecast:
• The ERRA Proceedings act 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-a-vis collected revenues through the IOUs' General Rate Case (GRC) which ultimately affects CCA rates through the Power Charge Indifference Adjustment (PCIA).
• May 14, 2023- PG&E's 2023 - 2024 ERRA Forecast and Testimony was released. • June 1, 2023- NewGen sent over the new rate forecast spreadsheet. The forecast looks good with the PCIA remaining negative over many vintages, but this will change before the October Update. " June 16, 2023- Keyes and Fox filed a Protest to PG&E's Forecast Application. • August 10, 2023- CalCCA filed a Protest to PG&E's ERRA Trigger Application proposing a rate increase in November to correct and account for under-collections.
• September 6, 2023- CalCCA provided Testimony on the 2024 PG&E ERRA Forecast case and touched upon the fixed generation cost issue.
• October 16, 2023- PG&E's October Update to its 2024 ERRA Forecast came out. Energy prices have softened relative to PG&E's original forecast (which would, all else equal, cause PCIA rates to increase), but RA and RPS benchmarks have increased significantly since PG&E's filing (dampening the impact of energy prices).

All told, forecast rates increased relative to the original forecast across the board, but forecast rates remain negative for vintages 2021 and later .
• November 1, 2023- Keyes and Fox submitted comments on PG&E's ERRA Trigger proposal and comments on PG&E's October update .
• November 16, 2023- The CPUC unanimously approved the Alternate Proposed Decision and indicated that "the decision balances a myriad of competing interests- affordability, feasibility, safety, and reliability." PG&E requested $15.4 billion for 2023 and the decision reduced that amount by $1.8 billion to $13.5 billion.

This is an 11 % increase from the authorized 2022 revenue requirement. For the typical residential customer, their combined monthly electric and natural gas bill will increase by $32.62 or 12.8%, compared to PG&E's request of $38.73 or 17.9% increase.
• November 30, 2023- The PD for the PG&E ERRA Forecast came out. There were a couple of disputed issues including whether to amortize the 2023 trigger balance over 6 months or 12. CalCCA was asking for 12 and PG&E was asking for 6 months. The CPUC adopted PG&E's recommendation. The second issue was whether PG&E should apply a first-in-first-out methodology to the use of excess prior year RECs or a last-in-first-out methodology. The CPUC ruled with PG&E on a last-in-first-out methodology . • December 12, 2023- A revision to the proposed decision came out and CalCCA won its argument on first-in-Page 5 of 8 Attachment: 2 Agenda Date: 4/25/2024
first-out, meaning the CPUC is requiring PG&E to use a first-in-first-out methodology for RECs banked in or after 2019.
• December 29, 2023- PG&E submitted their Annual True-Up to change PG&E's electric rates on January 1, 2024.
• March 21, 2024, there was a Preliminary Issue Review with Keyes and Fox. 2021 ERRA proceeding is still open but coming to an end, 2022 is still busy and 2023 is just starting up. Some of the big issues to watch include PG&E's RA Sales and Accounting; DWR reimbursement to PG&E; and Retained, Sold and Unsold RPS.

Resource Adequacy:
• May 25, 2023- The CPUC issued a PD barring non-compliant LSEs from expansion for two calendar years following a system RA deficiency.
• June 14, 2023- CalCCA filed Opening Comments recommending the CPUC fully reject the PD's restrictions on LSE expansion due to RA deficiencies and modify the RA deficiency penalty. • June 19, 2023- CalCCA filed reply comments on June 19, 2023. • 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.
• June 29, 2023- The PD was adopted by the Commission.
• July 26, 2023- CalCCA and CCCE filed two Applications for Rehearing (AfR) of the decision to limit CCA expansion for two years due to uncured RA deficiencies. CalCCA's PfR cited a lack of CPUC statutory authority to limit CCA expansion, and that it gives itself new unauthorized powers to needlessly discriminate against CCAs to prevent their growth; it also asserted, that without credible evidence, the CPUC determined that addition of new CCA load would be detrimental to grid reliability, and that the decision violates the CPUC's legal requirement to apply RA enforcement measures in a nondiscriminatory manner, not just to CCAs.
• October 5, 2023- CalCCA filed a Petition for Writ of Review of Resolution E-5258 and D.23-08-052 over the decision with the First Appellate District.
• On September 19, 2023, PG&E and SCE submitted their annual CPE reports. PG&E is short RA for all months - up to 4,400 MW.
• October 12, 2023- The Commission opened the new RA proceeding through its Order Instituting Rulemaking (OIR). The OIR proposes the scope, schedule, and administration of this next RA proceeding. • November 9, 2023- CalCCA submitted comments recommending additional scoping items for the RA proceeding, including additional refinements to the RA program for the local RA CPE, compliance and penalty structure, SOD transactability, and RA import rules.
• December 14, 2023- CPUC denied CalCCA's request for a rehearing of the decision on RA procurement obligations and the prohibition against CCA expansion for failure to comply. • January 17, 2024- Petition for Writ of Review prohibition of CCA expansion filed. Shell also filed a petition for somewhat different reasons. CPUC is seeking to consolidate since there are two filings. CalCCA did not oppose the motion.
• January 19, 2024- Proposals due in the RA proceeding for Track 1, addressing time-sensitive issues that must be resolved for the 2025 RA compliance year. CalCCA has identified 3 major problems that the RA proposals should address: RA market scarcity, the potential exercise of market power, and removing the economic incentives not to comply. CalCCA is seeking to remove the prohibition from CCA expansion in the event of noncompliance and add the ability for the CPUC to waive penalties if CCAs can show reasonable efforts to comply were unsuccessful. The RA proposal approved by CalCCA's Board included a temporary waiver proposal for system and flexible RA from 2025 to 2027. Partial waivers would waive the penalty points and non-fiscal consequences and a full waiver would also be available that would waive financial penalties as well under certain circumstances. A slice of day waiver would also be available. • February 14, 2024, there was Proposal Workshop to discuss the various proposals. Since not everyone was able to make a presentation, there was a second workshop on February 28 where CalCCA presented its

Attachment: 2 Agenda Date: 4/25/2024
proposal.
• February 23, 2024, there was a SOD proposal workshop. CalCCA is asking for a delay in SOD implementation from 2025 until 2026 because the showing and compliance tools are not working properly. • March 22, 2024, CalCCA submitted comments on the RA Program with regards to considering RA reforms and refinements and establishing forward RA procurement obligations. CalCCA believes the focus should be to adopt proposals that protect customers against excessive RA costs and increase RA capacity availability. • March 22, 2024- The CPUC issued a response to CalCCA's Writ Petition #2 and denied that a writ should be issued. Comments are due May 16.

Utility Deenergization, PSPS, and EPSS:
• July 12, 2022-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 seek to treat EPSS events with the same regulations and oversight as Public Safety Power Shutoff (PSPS) events. • September 21, 2023- The CPUC approved a PSPS citation program for violations of the established PSPS guidelines.
• August 30-31, 2023- PG&E provided a post PSPS report. A total of 3,928 customers were deenergized. • October 10, 2023- The Joint CCAs, RCRC, and Joint Local Governments had a meeting with the Public Advocates Office to see if there is agreement on the need to further do more with regards to Fast Trips. The Public Advocates Office indicated that the CPUC and Office of Energy Infrastructure Safety are not inclined to act to regulate Fast Trips and that more data is needed. The Public Advocates Office is looking to submit a report in the beginning of 2024.
• January 16, 2024- The data for December's Fast Trips and YTD data came out. These are the following circuits in Pioneer's territory with 8 or more outages in 2023:
o Placerville 2106 (EDH)- 19
o Apple Hill 2102 (EDH)- 18
o Shingle Springs 2109 (EDH)- 11
o Mountain Quarries 2101 (EDH)- 11
o El Dorado PH 2101 (EDH)- 11
o Clarksville 2104 (EDH)- 9
o Apple Hill 2104 (EDH)- 9
o Lincoln 1101 (Placer)- 8
o Penryn 1103 (Placer)- 8
o Penryn 1107 (Placer)- 8
o Brunswick 1105 (Nevada)- 17
o Brunswick 1106 (Nevada)- 15
• January 29, 2024- A data request was made by joint CCAs (including Pioneer) using the circuits listed above to PG&E requesting the number of customers served by each circuit, the number of life support customers, the number of medical baseline customers, and the number of critical facilities served by each circuit . • March 8, 2024 part of the information we were seeking regarding the data request came back. Pioneer staff will be reviewing this information.

Provider of Last Resort (POLR):
• October 2, 2019- SB 520 passed requiring the establishment of a Provider of Last Resort (POLR). As part of the proceeding to implement SB 520, the CPUC is seeking 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.

Additionally, the CPUC will review and update existing procedures and policies for Financial Security Requirements (FSR), reentry fees, and LSE deregistration process and compliance requirements. • July 31, 2023- CalCCA's Reply Briefs were submitted and address PG&E's proposal to modify the FSR to reflect two months of forecast energy costs, other parties' recommendations on elements of the existing FSR calculation, mandatory contract assignments, financial monitoring, and the duration of POLR service.

Attachment: 2 Agenda Date: 4/25/2024
• March 14, 2024, the CPUC came out with a proposed decision. April 18 is the first opportunity the CPUC could adopt the decision. The proposed decision has a mix of favorable and unfavorable decisions. For example, it rejected PG&E's proposal to require FSR postings to reflect 2 months of POLR service, it maintains the ability to use service bonds, and it keeps confidential the information about LSEs that trigger financial monitoring. However, the proposed decision also approved using PG&E's Administrative Fee ($4.24) without sufficient evidence of the costs, the CPUC should clarify that November 2024 FSR Calculation would be the earliest possible calculation under the new rules, and the CPUC should clarify the timing of the second tier of reporting requirements so CCAs know when to evaluate their metrics. The biggest issue the proposed decision addressed was updating the FSR requirements. The minimum remains $147,000, but now CCAs must use the IOU's Administrative and multiply that figure by the number of accounts the CCA has.

The higher of that amount or the $147,000 will be the new FSR. For CCAs that are in PG&E's territory the administrative fee is $4.24 per customer, while the other IOUs' administrative fees are significantly less (around $.50 per customer). If the final decision requires CCAs within PG&E's service territory to use PG&E's administrative fee, all CCAs within PG&E's service territory will likely be paying an FSR well over the $147,000 minimum.
• April 3, 2024, CalCCA submitted comments with regards to the proposed POLR decision, asking for several changes:
• Clarify the removal of PCIA revenue occurs whether the PCIA is positive or negative. • Specify the date of the FSR calculation, the month of the data used in the calculation, and the effective date of the FSR posting.
• Affirm that November 2024 calculation would be the earliest calculation under the new rules. • Clarify that first-tier reporting requirements align with CCA audit schedules. • Clarify the timing of the second-tier reporting requirements so CCAs know when to evaluate the metrics.
• CalCCA also believes the PD errs in its reliance on PG&E's administrative fee issue and until that is resolved, CCAs should use the average of SCE's and SDG&E's administrative fees.

CEC Load Management Standards (LMS):
• October 12, 2022- The CEC adopted the Load Management Standards regulation which requires the development of a statewide standard tool for authorized rate data access by third parties that is compatible with each IOU, large POUs, and large CCAs with the idea that electricity customers or their authorized third-party agents can look at rates that the customer is eligible to switch and allow the customer to change the customer's current rate to rates they are eligible for. • June 8, 2023- CEC staff provided a schedule of the key LMS adoption and compliance dates. • August 1, 2023- Pioneer, through Calpine, uploaded its rates and will continue to work with Calpine on uploading all time dependent rates to meet deadlines.
• January 17, 2024- Workshop on implementation of LMS. Comments on the workshop are due on January

31. • March 21, 2024- Pioneer's LMS plan presented to the Pioneer's Board for approval. • March 26, 2024- Pioneer submitted the Board-approved LMS plan. • April 1, 2024, all large CCAs are required to file their plan for compliance with LMS regulations.

Marketing and Outreach Report
April 25, 2024
Notable Accomplishments
• Pioneer Community Energy proudly hosted the
League of California Cities Sacramento Division
Lunch on March 14, which included an opportunity
for our Board Chair and CEO to present info about
Pioneer to leaders of 41 different cities
• Increased engagement with local Chambers of
Commerce, particularly the Government Relations
committees, foster additional speaking
opportunities
• Social media engagement continues to rise, with
posts featuring events, news, and new programs
generating the most interest
March Outreach
With an emphasis on providing clear, accurate information and meeting customers and stakeholders where they are, Pioneer added Field Days in new communities during the month of March and had a strong, visible presence in the business community. With paid advertising running in full force, chatbot and website activity are steadily increasing.

Outreach, Chatbot and Website Improve Customer Experience We continue to see increasing
website traffic, due in large part to
paid advertising efforts. Energy
savings tips, our residential
customer page, and discount LED
lighting program pages led March
site visits.

March interactions:
22,400 (up from 13K in
February)
Total conversations:
42 (down from 57 in February)
Average conversation length:
18 minutes
Busiest conversation day:

March 12, with 6 conversations
Customer satisfaction rating
using chatbot:
4/5
Average # of conversations per
day :
2 Weekend/evening
conversations during March:
7 Chatbot By the Numbers Website
• Field Days: Auburn Senior
Center, Grass Valley City Hall,
Lincoln, Cameron
Park/Shingle Springs
• Rocklin COC Government
Relations Committee
• Placer Regional Economic
Development Stakeholders
meeting
• Loomis COC General meeting
• Good Morning, Rocklin
Breakfast
• League of California Cities
Division Luncheon
• Nevada County Association of
Realtors presentation
• Lincoln COC Government
Relations Committee meeting
Paid Advertising Proving Effective
Our general awareness campaign is running and continues to drive impressions through newsprint, radio, television, out-of-home/bus shelters, Google ads and paid social media ads. • Ads are running
weekly in multiple
publications of The
Union newspaper
• ~15,000 circulation
• Audacy Radio
• Over the air o KKDO 94.7
o KUDL 106.5 The End
o KSEG 96.9 The Eagle – 768,400 impressions
• Streaming
- 95,151 impressions
• OTT/CTV
- 117,059 impressions
- 128 clicks/.11 CTR
• iHeartRadio
o KFBK 93.1
o Talk 650 KSTE –419,027 impressions
• Capital Public Radio
o 90.9 KXJZ
o 88.9 KXPR
• Banner Ads/App Ads/
Newsletter Ads
- 261,756 impressions
Radio
Out of Home
• Bus Shelters - El Dorado
County – 2.2M impressions (Dec-May)
Television
• KCRA 3
- 1.47 M impressions
Google and paid social ads
are running
Paid Digital Advertising
• 4,059,454 impressions
- 26,009 clicks
Google
Paid Social Media
• 443,885 impressions
- 5,703 clicks
General Awareness Campaign Expansion
Newsprint Ads
Radio
Ads are running on hyper-local
KVMR radio, which broadcasts to
over 50,000 listeners.

Paid Digital Advertising
Google, paid social media and
banner ads with YubaNet are
running.

Google and paid social ads target
our service area by zip code and
18+ male and female
demographics.

Google
• 352,479 impressions
- 3,684 clicks
Paid Social Media
• 8,002 impressions
- 35 clicks
YubaNet
• 331,836 impressions
Pioneer Community Energy
Glossary of Terms
CAISO - California Independent System Operator - a non-profit independent system operator that oversees the operation of the California bulk electric power system, transmission lines and electricity market generated and transmitted by its members (~80% of California's electric flow). Its stated mission is to "operate the grid reliably and efficiently, provide fair and open transmission access, promote environmental stewardship and facilitate effective markets and promote infrastructure development. CAISO is regulated by FERC and governed by a five-member governing board appointed by the governor.

CALCCA - California Community Choice Association -Association made up of Community Choice Aggregation {CCA) groups which represents the interests of California's community choice electricity providers.

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

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

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

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

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

DAC- Disadvantaged Community

DASR- Direct Access Service Request- Request submitted by C&I to become direct access eiigible.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

LMP- Locational Marginal Price - Each generator unit and load pocket is assigned a node in the CAISO optimization model. The model will assign a LMP to the node in both the day- ahead and real time market as it balances the system using the least cost. The LMP is comprised of Page I 3
three components: the marginal cost of energy, congestion and losses. The LMP is used to financially settle transactions in the CAiSO.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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