Board of Directors
Chair: Alice Dowdin Calvillo
Vice Chair: Greg Janda
City of Auburn
Alice Dowdin Calvillo
Sandra Amara, Alternate
City of Colfax
Sean Lomen
Kim Douglass, Alternate
County of El Dorado
Lori Parlin
Brian Veerkamp, Alternate
City of Grass Valley
Tom Ivy
Jan Arbuckle, Alternate
City of Lincoln
Richard Pearl
John Reedy, Alternate
Town of Loomis
David Ring
Danny Cartwright, Alternate
Nevada City
Gary Petersen
Lou Ceci, Alternate
County of Placer
Anthony DeMattei
Suzanne Jones
Bonnie Gore, Alternate
City of Placerville
Ryan Carter
David Yarbrough, Alternate
City of Rocklin
Greg Janda
David Bass, Alternate
Pioneer Community Energy
Board of Directors
February 26, 2026
REGULAR MEETING
3:00 PM
Pioneer Community Energy Board Room
2510 Warren Drive, Suite B, Rocklin, CA 95677
Remote Location:
County of El Dorado, 330 Fair Lane, Building A, Placerville, CA 95667 This special 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.
I. GENERAL ADMINISTRATIVE FUNCTION – PART 1
A. CALL TO ORDER
1. Roll Call
B. PRESENTATIONS BY THE PUBLIC ON MATTERS NOT ON THE AGENDA WITHIN THE
JURISDICTION OF THE BOARD
Persons may address the Board on items not on the agenda and within the jurisdiction of the Board. 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, so the Board is prohibited from discussing issues not on the agenda brought to them at this time.
C. AGENDA REVIEW
II. CONSENT AGENDA
1) APPROVAL OF THE CONSENT AGENDA
All items on the Consent Agenda have been recommended for approval by the Chief Executive Officer. 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 January 15, 2026 Regular Meeting. (ECKERT) b) FINANCE & ADMINISTRATION
Adopt Resolution approving a Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy.(KOEHN)
c) MARKETING & COMMUNICATIONS
Adopt Resolution authorizing the Chief Executive Officer to execute Amendment No. 1 to the Agreement with ProPose LLC DBA Sagent authorizing Marketing and Communications Services and Modifying the Scope of Work not to exceed $600,000. (STASSI-VANACORE)
III. PRESENTATIONS
2) ADMINISTRATION
Acknowledgement and Celebration of the Complete Payoff of the Term Loan (DISCUSSION-KOEHN) Recommendation: Acknowledge the payment in full of the Term Loan with a celebratory toast.
IV. REGULAR AGENDA
3) ADMINISTRATION
Appoint Members to Energy Procurement Review Committee, Audit & Finance Committee, and the Expansion Committee through January 2027 (ACTION-ECKERT) Recommendation: Appoint Members to Pioneer Community Energy’s Audit & Finance Committee, Energy Procurement Review Committee, and Expansion Committee through January 2027. 4) ADMINISTRATION
Adopt Resolution Amending the 2026 Governing Board Meeting Schedule (ACTION- ECKERT) Recommendation: Adopt Resolution amending the 2026 Governing Board Meeting Schedule through January 2027, by moving the July 16, 2026 meeting to July 23, 2026; and moving the November 19, 2026 meeting to November 12, 2026.
5) FINANCE & ADMINISTRATION
Adopt Resolution Approving Fiscal Year 2025-26 Mid-Year Budget Adjustments (ACTION-KOEHN) Recommendation: Adopt Resolution approving Fiscal Year 2025-26 Mid-Year budget adjustments. 6) LEGISLATIVE & REGULATORY
Overview of the Base Services Charge (DISCUSSION-KANG)
Recommendation: Receive an overview of the Base Services Charge (BSC), which is a fixed charge that investor-owned utilities (IOUs) are authorized to collect to recover a portion of fixed costs associated with electricity service. The BSC will begin appearing on PG&E residential ratepayer bills in March 2026.
V. 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:
March 19, 2026
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 February 26, 2026 regular meeting of the Pioneer Community Energy Governing Board was posted and available for public review on February 20, 2026 at the offices of Pioneer Community Energy, 2510 Warren Drive, Suite B, Rocklin, CA 95677; remote location at: County of El Dorado, 330 Fair Lane, Building A, Placerville, CA 95667; and, was 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].
PIONEER COMMUNITY ENERGY
GOVERNING BOARD
REGULAR MEETING
January 15, 2026
MINUTES
Entry No. 1
Heard General Administrative Functions – Part I
Call to Order
The Pioneer Community Energy Board of Directors met in open session for a noticed Regular Meeting on Thursday, January 15, 2025, at 3:00 p.m. 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; and, the meeting 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:
https://pioneercommunityenergy.org/about-us/meetings-and-agendas/.
Chair Dowdin Calvillo called the regular meeting to order at approximately 3:01 PM.
Roll Call
Present: City of Auburn (Dowdin Calvillo), City of Colfax (Lomen), County of El Dorado (Parlin), City of Grass Valley (Ivy), City of Lincoln (Pearl), Town of Loomis (Ring), Nevada City (Petersen), County of Placer (Jones), County of Placer (DeMattei), City of Placerville (Carter), City of Rocklin (Janda).
Absent: Town of Loomis (Ring).
No public comment was offered on items not on the agenda.
Annual Selection of Officers
Selection of Chair for 2026
The Board opened nominations for Chair of the Pioneer Community Energy Governing Board for 2026.
Director Janda and Chair Dowdin Calvillo were nominated. Following discussion, a roll call vote was conducted. The nomination of Director Janda did not receive the required majority. A subsequent roll call vote was conducted on the nomination of Chair Dowdin Calvillo.
MOTION: Jones (nomination of Greg Janda as Chair). Vote: 5:5:1 ROLL CALL: Lomen, Ivy, DeMattei, Jones, Janda.
No/Abstain: Dowdin Calvillo, Parlin, Pearl, Petersen, Carter.
Absent: Ring.
MOTION: Parlin (nomination of Alice Dowdin Calvillo as Chair). Vote: 6:4:1 ROLL CALL: Dowdin Calvillo, Parlin, Ivy, Pearl, Petersen, Carter.
No/Abstain: Lomen, DeMattei, Jones, Janda.
Absent: Ring.
Action: Chair Dowdin Calvillo was elected Chair of the Pioneer Community Energy Governing Board for 2026.
Selection of Vice Chair for 2026
DRAFT - ITEM 1a
DRAFT – January 15, 2026 – page 2
Nominations were opened for Vice Chair of the Governing Board. Director Janda was nominated and accepted the nomination. No additional nominations were offered.
MOTION: Jones (nomination of Greg Janda as Vice Chair). Vote: 10:0:1 ROLL CALL: Dowdin Calvillo, Lomen, Parlin, Ivy, Pearl, Petersen, DeMattei, Jones, Carter, Janda.
No/Abstain: None
Absent: Ring.
Action: Director Greg Janda was elected Vice Chair of the Pioneer Community Energy Governing Board for 2026.
Entry No. 2
The Board considered the Consent Agenda. Item II.d, Establish Ad Hoc Energy Procurement Review Committee, was pulled for separate discussion.
Approved the minutes of the December 18, 2025 special and regular meeting.
Receipt of Fiscal Year 2025–26 draft monthly financial reports through November 2025.
Amendment No. 6 to the Employment Agreement for Chief Executive Officer, Donald Eckert.
MOTION: Jones/Parlin. Vote: 10:0:1
ROLL CALL: Dowdin Calvillo, Lomen, Parlin, Ivy, Pearl, Petersen, DeMattei, Jones, Carter, Janda.
No/Abstain: None
Absent: Ring.
Establish Ad Hoc Energy Procurement Review Committee
Chief Executive Officer Don Eckert introduced the item and provided an overview of the purpose, scope, and proposed membership of the Ad Hoc Energy Procurement Review Committee, which provides advisory recommendations to the Chief Executive Officer regarding certain long-term power purchase agreements exceeding established thresholds. Chief Executive Officer Eckert explained that the prior committee had sunset and that reestablishment was recommended due to anticipated procurement activity. He also outlined proposed committee membership and noted that committee assignments would be reviewed more broadly at a future meeting.
Directors discussed committee membership and future committee assignment review.
MOTION: Jones/Carter. Vote: 10:0:1
ROLL CALL: Dowdin Calvillo, Lomen, Parlin, Ivy, Pearl, Petersen, DeMattei, Jones, Carter, Janda.
No/Abstain: None
Absent: Ring.
Entry No. 3
Receive Financial Audit Report from Sorren CPAs P.C.
Received the Year-End Financial Statements and Independent Auditor’s Report for Fiscal Year 2024–25.
Chief Executive Officer Don Eckert introduced the item and provided an overview of the annual financial audit and its importance to Pioneer Community Energy’s financial transparency and accountability. Director of Finance & Administration Brad Koehn introduced representatives from Sorren CPAs P.C.
DRAFT – January 15, 2026 – page 3
Kellen Gilbert, Audit Partner, Sorren CPAs P.C., presented the results of the independent audit for the fiscal year ended June 30, 2025, including the audit scope, methodology, and conclusions. Mr. Gilbert reported that the auditors issued an unmodified opinion and identified no material weaknesses or significant deficiencies in internal controls. He also summarized required communications to the Governing Board and noted the implementation of new accounting standards without material impact.
Directors asked questions regarding cash and investment balances, accrued costs of electricity, liquidity, and internal controls. Staff and auditors responded to questions and provided clarification. Directors expressed appreciation for staff and the auditors for their work.
MOTION: Pearl/Lomen. Vote: 10:0:1
ROLL CALL: Dowdin Calvillo, Lomen, Parlin, Ivy, Pearl, Petersen, DeMattei, Jones, Carter, Janda.
No/Abstain: None
Absent: Ring.
Entry No. 4
Public Hearing and Consideration of Adopting a Resolution Authorizing an Adjustment to Pioneer Community Energy’s Customer Generation Rates Effective March 1, 2026 Adopted a Resolution authorizing an adjustment to Pioneer Community Energy’s customer generation rates effective March 1, 2026, based on the 10 percent generation-to-generation discount scenario, as discussed.
Chief Executive Officer Don Eckert introduced the public hearing and provided an overview of Pioneer Community Energy’s rate-setting principles, including financial sufficiency, rate competitiveness, stability, equity, and protection of Pioneer’s investment-grade credit rating. He discussed current market conditions, Power Charge Indifference Adjustment (PCIA) impacts, and the broader regulatory and advocacy context affecting community choice aggregators.
Alden Walden and John DeLassi of Pacific Energy Advisors presented a detailed analysis of market conditions, PG&E rate changes, customer bill impacts, financial scenarios, reserve utilization, and recommended generation rate adjustments effective March 1, 2026. The presentation reviewed multiple rate scenarios and emphasized a balanced approach to customer relief and long-term financial sustainability.
Directors engaged in extensive discussion regarding customer impacts, reserve drawdown, credit rating considerations, expansion planning, and long-term financial stability. Directors acknowledged ongoing regulatory and advocacy efforts related to PCIA impacts.
A Rocklin City Councilmember provided public comment regarding customer rate impacts and affordability considerations.
MOTION: DeMattei/Parlin. Vote: 9:0:2
ROLL CALL: Dowdin Calvillo, Parlin, Ivy, Pearl, Petersen, DeMattei, Jones, Carter, Janda.
No/Abstain: None
Absent: Lomen, Ring.
Entry No. 5
Adopt Resolution Approving the 2026 Governing Board Meeting Schedule Adopted a Resolution approving the 2026 Governing Board Meeting Schedule as amended, including the revised February 2026 meeting date.
DRAFT – January 15, 2026 – page 4
Chief Executive Officer Don Eckert introduced the item and provided an overview of the proposed 2026 Governing Board meeting schedule through January 2027. He noted a recommended amendment to adjust the February 2026 meeting date to February 26, 2026, to address scheduling considerations.
Directors discussed the proposed amendment and meeting calendar logistics.
MOTION: Parlin/Ivy. Vote: 8:0:3
ROLL CALL: Dowdin Calvillo, Parlin, Ivy, Pearl, Petersen, Jones, Carter, Janda.
No/Abstain: None
Absent: DeMattei, Lomen, Ring.
Board Member Communications
None.
Chief Executive Officer Communications
Chief Executive Officer Don Eckert provided brief closing remarks and updates.
Items for Information
Received the Glossary of Terms.
Adjournment
The meeting adjourned at 5:12 PM.
Staff Report – Item 1b
To: The Governing Board
From: Brad Koehn, Director of Finance and Administration Item 1b: Adopt Resolution Approving a Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy
Date: 2/26/2026
RECOMMENDATION
Adopt Resolution Approving a Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy.
BACKGROUND
Pioneer does not separately invoice/bill customers for the customer’s electricity usage, but rather it is included as a line item on PG&E’s generated bills. In addition, Pioneer has contracted with Calpine Energy Solutions, LLC (Calpine) to prepare Pioneer’s electricity charges and submit it to PG&E to bill Pioneer & PG&E’s mutual customers. There are extensive data exchanges daily between PG&E to Calpine and Calpine to PG&E to track customer electricity usage and to properly charge for the usage. There are set ‘windows’ of allotted time for when the data must be transferred and exchanged to be properly reflected on a customer’s bill. The result is the production of over 2 million customers bills annually (which will more than double with the 2027 expansion).
ANALYSIS & DISCUSSION
From time to time the exchanges of data between PG&E and Calpine are not timely exchanged in the allotted ‘window’ that permits bills to be prepared timely. The causes may vary from a system issue either with PG&E or Calpine, or a data error from either side that may result in a non-transmittal or rejection of data.
The data exchange primarily functions well with the preparation of over 2 million bills over the course of the year, but occasionally there may be a data functional mishap that impacts a customer’s bill at no fault of the customer.
This Policy is intended to foster customer good will and retain the customers that are impacted by a data transmittal issue that may impact a customer’s bill. For example, being charged for 2 months usage, because the prior month usage was not properly transmitted. Authorizing staff with the authority to act quickly and provide a bill credit will demonstrate to the customer that Pioneer recognizes the potential hardship and demonstrate Pioneer’s responsiveness.
The Policy also authorizes Pioneer to address the impacts of a disaster that might adversely affect a customer such as a fire or flood. Authorizing Pioneer to provide a responsive timely bill credit to the impacted customers contributes to customer loyalty and community trust.
The Policy would require the Director of Communications to provide a written statement describing the billing error/disaster occurrence and the estimated number of customers impacted and a billing credit recommendation.
The Chief Executive Officer would have the authority to direct a bill credit of any amount up to $20 dollars per customer with a not to exceed total fiscal year impact of $200,000.
If the total fiscal year bill credit amount would exceed $200,000, Board authorization would be required.
Plf)NEER
COMMUNITY ENERGY
Agenda Item: 1b Agenda Date: 2/26/2026
STRATEGIC PLAN
Providing a bill credit for billing errors and/or disasters is consistent with Pioneer’s Strategic Priority to ‘Provide an Exceptional Customer Experience’ and the Objective to demonstrate a ‘Responsiveness to Customer Needs’.
In addition, the Policy is consistent with the Strategic Priority to ‘Achieve Operational Optimization’.
FISCAL IMPACT
Any issuance of bill credits would be recognized as a reduction of revenue rather than a budgeted expense.
Pioneer’s annual energy sales exceed $225 million dollars and a $200,000 per fiscal year represents less than nine hundredth of a percent.
ATTACHMENTS
1. Resolution Approving a Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy Before the Governing Board of
Pioneer Community Energy
Resolution No.: ____________
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held February 26, 2026, by the following vote on roll call:
Ayes:
Noes:
Absent:
Signed and approved by me after its passage.
______________________________
Chair of the Governing Board
Attest:
_______________________
Secretary
WHEREAS, the Board of Pioneer Community Energy desires to approve a Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy; and WHEREAS, Pioneer does not separately bill Pioneer customers for energy usage, but Pioneer charges are included on the PG&E bill to customers; and WHEREAS, there are daily data exchanges between Calpine Energy Solutions, LLC (Pioneer’s data processing vendor) and PG&E that track and charge customers for their electricity usage; and
WHEREAS, over 2,000,000 bills are generated annually and will more than double with the upcoming 2027 expansion; and
WHEREAS, the Policy identifies a process and criteria for providing a bill credit to customers that are impacted by a data error that is of no fault of the customer or for customers impacted by a disaster; and
In the matter of:
RESOLUTION APPROVING A BILL CREDIT
ISSUANCE IN RESPONSE TO BILLING ERRORS
AND/OR DISASTERS POLICY
Resolution 2026-__
February 26, 2026
2 WHEREAS, the Board desires to authorize the Chief Executive Officer (CEO) to approved bill credits for customers impacted by an incident demonstrates goodwill for the potential customer’s hardship and demonstrates Pioneer’s responsiveness; and WHEREAS, the CEO would be authorized to provide bill credits for billing errors and/or disaster incidents that impact customers up to a maximum $200,000 per fiscal year: and WHEREAS, Board approval would be required for bill credits exceeding $200,000 per fiscal year.
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 Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy as presented in Attachment A is approved.
3. This Resolution shall take effect immediately upon its adoption.
Exhibit A: Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy
FP
Category: Finance
Page | 1 proposed: February 26, 2026
434856.1
BILL CREDIT ISSUANCE in RESPONSE TO BILLING ERRORS
AND/OR DISASTERS POLICY
I. PURPOSE
The Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy (“Policy”) is established for the purpose of providing a framework and guidelines to provide a timely response to a customer billing issue and/or disaster that is of no fault of the customer(s) and is intended to foster goodwill and retain Pioneer Community Energy’s (“Pioneer”) customers.
II. DEFINITIONS
“Bill Credit” is a credit provided on a customer’s monthly electricity bill that would offset a portion of Pioneer’s past or current charges for energy usage.
“Billing Errors” include, but are not limited to, examples such as delayed billing, double billing, or incorrect billing caused by Pioneer, its billing contractor, and/or Pioneer’s Investor-Owned Utility billing partner that are not the fault of the customer.
“Disaster” is a natural, or man-made hazard such as a fire or flood.
III. POLICY
A. ELIGIBILITY
A Pioneer customer or a subset of Pioneer customers that are impacted by a billing error or disaster.
B. EVALUATION PROCESS
The Director of Communications, at their discretion, shall produce a written statement of the billing error/disaster occurrence, the estimated number of customers impacted and a billing credit recommendation. The written statement is submitted to the Chief Executive Officer for final approval.
PIG~NEER
COMMUNITY ENERGY
FP
Category: Finance
Page | 2 proposed: February 26, 2026
434856.1
Upon approval from the Chief Executive Officer, the Director of Communications will direct Pioneer’s billing agent to apply the bill credit(s) to the impacted customer(s).
IV. POLICY PARAMETERS
The Chief Executive Officer is authorized to approve bill credits at any amount up to $20 per customer for the customer(s) impacted by a disaster and/or billing error. A single customer may receive more than one credit per fiscal year when impacted by more than one separate billing error and/or disaster.
The bill credits fiscal year limit for this purpose is not to exceed $200,000.
If the total number of customers impacted by billing errors/disaster occurrences would exceed the fiscal year limit of $200,000, Board authorization would be required to provide additional credit(s).
PIG~NEER
COMMUNITY ENERGY
Staff Report – Item 1c
To: The Governing Board
From: Gina Stassi-Vanacore, Director of Communications
Item 1c: Adopt a Resolution Authorizing the Chief Executive Officer to Execute Amendment No. 1 to the Agreement with ProProse LLC DBA Sagent Authorizing Marketing and Communications Services and Modifying the Scope of Work Not to Exceed $600,000 Date: 2/26/2026
RECOMMENDATION
Adopt a Resolution Authorizing the Chief Executive Officer to Execute Amendment No. 1 to the Agreement with ProProse LLC DBA Sagent Authorizing Marketing and Communications Services and Modifying the Scope of Work Not to Exceed $600,000.
BACKGROUND
At the February 25, 2025, Pioneer Community Energy (“Pioneer”) Board of Directors meeting, the Board approved a one-year contract for marketing services with ProProse LLC dba Sagent (“Sagent”).
While Pioneer continues to further utilize and develop in-house talent and strengthen the in-house communications infrastructure, the need for additional support in critical areas still remains. During the past year, Sagent has provided critical support and services to Pioneer’s internal team to ensure the success of communications and outreach efforts. Their support has been instrumental in creative development, program marketing, paid media, and digital support, and they consistently produced measurable improvements across key customer‑facing channels.
ANALYSIS & DISCUSSION
The proposed contract with Sagent allows staff to carry the communications momentum forward and fulfill unmet communications needs. The scope of work outlined below reflects continuity with planned communications activities while allowing the flexibility to respond quickly to shifting conditions and emerging opportunities. The focus of the work will remain on reinforcing Pioneer’s role as a strong community partner, increasing understanding of the benefits Pioneer offers its customers, and ensuring consistent, high-quality communications across all channels and throughout Pioneer’s current and expansion areas.
The Scope of Work for the Sagent contract includes:
• Strategy & Planning: Manage all activities included within this scope and serve as the primary coordinator across Pioneer’s communications, creative, and media efforts. • Paid Media: Plan, procure, implement, and optimize paid media in support of Pioneer’s brand awareness, customer communications, and program engagement goals. Media strategies will be developed in coordination with Pioneer staff and may include digital advertising, paid search, social media advertising, native or sponsored content, print, out-of-home, radio, direct mail, or other appropriate channels. • Creative Services: Provide comprehensive creative development and production services to support Pioneer’s communications, paid media, and owned channels. Creative deliverables may include, but are not limited to digital and print advertisements, paid social creative, direct mail pieces, postcards, and flyers, out-of-home designs (e.g., bus shelters, benches), video and motion assets, educational and informational materials, e-blast and newsletter graphics, website graphics and visual modules. Additional creative assets may also include photography and visual asset development. • Website: The website remains a primary channel for customer education, program engagement, and ongoing communications, and will require targeted refinements throughout the contract year. Website Plf)NEER
COMMUNITY ENERGY
Agenda Item: 1c Agenda Date: 2/26/2026
support will include content updates, user experience recommendations, mobile optimization, performance improvements, and quality assurance. Messaging related to Pioneer programs, billing, rates, and customer participation may be reviewed and refined to improve clarity and reduce customer support burden. Sagent will work closely with Pioneer staff to prioritize website updates throughout the contract year and ensure all changes align with Pioneer’s brand standards and communications priorities. • Reporting & Analytics: Provide regular reporting on paid media performance, creative outputs, website metrics, and other agreed-upon indicators of communications effectiveness. Reporting format and frequency will be finalized in coordination with Pioneer staff.
STRATEGIC PLAN
The Sagent contract supports the strategic priority to “Provide an Exceptional Customer Experience” by helping customers better understand, access, and take advantage of the benefits Pioneer offers.
FISCAL IMPACT
The financial impact of approving Amendment No. 1 to the Agreement with ProProse LLC DBA Sagent for the remainder of 2026 is a budget allocation for the Communications division of $300,000. Authorization of the additional $300,000 in funds reflects an updated scope of work, expected to run through 2027.
ATTACHMENTS
1. Resolution Authorizing the Chief Executive Officer to Execute Amendment No. 1 to the Agreement with ProProse LLC DBA Sagent Authorizing Marketing and Communications Services and Modifying the Scope of Work Not to Exceed $600,000
2. Current executed Consultant Services Agreement with ProProse LLC dba Sagent Before the Governing Board of
Pioneer Community Energy
In the matter of: ADOPT A RESOLUTION Resolution No.:
AUTHORIZING THE CHIEF EXECUTIVE OFFICER TO ----
EXECUTE AMENDMENT NO. 1 TO THE AGREEMENT
WITH PROPROSE LLC OBA SAGENT AUTHORIZING
MARKETING AND COMMUNICATIONS SERVICES
AND MODIFYING THE SCOPE OF WORK NOT TO
EXCEED $600,000
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held February 26, 2026, 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 2025- 2027 Strategic Plan that includes the Strategic Goal to "Provide an Exceptional Customer Experience" which includes helping customers better understand, access, and take advantage of the benefits programs offered by Pioneer; and
WHEREAS, Pioneer Community Energy and ProProse LLC dba Sagent ("Sagent") entered into a Consultant Services Agreement for marketing and communications services on March 1, 2025 for an amount not to exceed $300,000 ("Original Agreement"); and WHEREAS, the communications and outreach plans developed by Pioneer staff to guide communications efforts exceeds in-house capabilities and requires outside expertise; and WHEREAS, Sagent has demonstrated past success on several similar types of marketing efforts that can help advance Pioneer's unmet communication needs; and WHEREAS, the expertise of Sagent can assist in elevating Pioneer messaging, ensuring ongoing brand awareness, and increasing program participation.
401004.1
Resolution 2026-_
February 26, 2026
WHEREAS, during the past year, Sagent has proven to be a valuable and responsive partner in marketing efforts and has helped the Pioneer team fulfill important marketing needs; and WHEREAS, Pioneer desires to increase the not-to-exceed amount of $600,000 and to update the Scope of Work with the goal of increasing public awareness about Pioneer, maintaining and improving customer participation throughout Pioneer's entire service area, participating in Pioneer programs, and preparing for expansion of Pioneer's service area; and WHEREAS, the Pioneer's current Fiscal Year 2025-26 budget includes sufficient resources to accommodate the proposed agreement with Sagent and no budgetary adjustment is required.
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 authorizes the Chief Executive Officer to execute Amendment No. 1 to the Consultant Services Agreement with ProProse LLC dba Sagent, as attached hereto as Exhibit A, on behalf of Pioneer Community Energy with any minor clerical or clarifying changes proposed by the Chief Executive Officer and approved by General Counsel.
3. This Resolution shall take effect immediately upon its adoption.
Exhibit A: Amendment No. 1 to the Consultant Services Agreement with ProProse LLC dba Sagent
2 401004.1
Docusign Envelope ID: 43EB57C5-CE0E-436C-A30B-B1 BCC06D6969 Administering Agency: Pioneer Community Energy
Contract Description: Marketing and Communications Services
CONSUL TANT SERVICES AGREEMENT
AMENDMENT NO. 1
THIS AGREEMENT, originally executed March 1, 2025, by and between the Pioneer Community Energy ("Pioneer"), and ProProse LLC dba Sagent ("Consultant"), is hereby amended on February 26, 2026 as described below:
A. Section 2 of the Agreement is hereby amended to increase the not-to-exceed amount of the contract by an additional $300,000 for a total not-to-exceed of $600,000.
B. Exhibit A - Scope of Services is hereby deleted in its entirety and replaced with the attached Exhibit A - Scope of Services, which is incorporated herein by this reference.
C. Exhibit B - Payment for Services Rendered is hereby deleted in its entirety and replaced with attached Exhibit B - Payment for Services Rendered, which is incorporated herein by this reference.
D. Unless expressly amended in this Amendment, all provisions, conditions, covenants, and terms of the Agreement shall remain in full force and effect.
PIONEER COMMUNITY ENERGY
By: __________ _ Date:
Name: Donald Eckert
Title: Chief Executive Officer
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Date: 2/20/2026
Title: General Counsel
PROPROSE LLC DBA SAGENT
By: G=~fuiLu-s Date:
Name: Ann'W"'g¥'£i nes
2/20/2026
Tme: President and chief Executive officer
1 Docusign Envelope ID: 43EB57C5-CE0E-436C-A30B-B1 BCC06D6969
EXHIBIT A
SCOPE OF SERVICES
Strategy & Planning: Sagent will manage all activities included within this scope and serve as the primary coordinator across Pioneer's communications, creative, and media efforts.
This includes regular coordination meetings, documentation of action items, review cycles, timeline management, budget tracking, and collaboration with Pioneer staff and partner organizations. Sagent will also provide ongoing strategic counsel to support Pioneer's communications needs as conditions evolve throughout the contract year.
Paid Media: Sagent will plan, procure, implement, and optimize paid media in support of Pioneer's brand awareness, customer communications, and program engagement goals.
Media strategies will be developed in coordination with Pioneer staff and may include digital advertising, paid search, social media advertising, native or sponsored content, print, out-of-home, radio, direct mail, or other appropriate channels.
Media performance will be monitored using appropriate tracking and analytics tools, with ongoing optimization and reporting provided to Pioneer staff. Media plans and allocations may be adjusted with staff approval to respond to performance, timing, or changing priorities.
Creative Services: Sagent will provide comprehensive creative development and production services to support Pioneer's communications, paid media, and owned channels. Creative work under this task will reinforce Pioneer's brand positioning, ensure consistency across programs, and implement approved campaign frameworks throughout the contract year.
Creative deliverables may include, but are not limited to:
• Digital and print advertisements
• Paid social creative
• Direct mail pieces, postcards, and flyers
• Out-of-home designs (e.g., bus shelters, benches)
e Video and motion assets
• Educational and informational materials
• E-blast and newsletter graphics
• Website graphics and visual modules
Photography & Visual Asset Development
As part of this task, Sagent will coordinate and support photography and visual asset development to
strengthen Pioneer's asset library and ensure representation of the communities Pioneer serves. Photography may include landscapes, community environments, and lifestyle imagery featuring real people and places. These assets may be used across paid media, website content, printed materials, and future campaigns, including preparation for anticipated service area expansion.
Docusign Envelope ID: 43EB57C5-CE0E-436C-A30B-B1 BCC06O6969 Brand Consistency & Stewardship
Sagent will work closely with Pioneer staff to ensure all creative materials align with Pioneer's brand standards, tone, and visual identity. This includes oversight of messaging, design, and execution across campaigns, programs, and platforms.
Website: The website remains a primary channel for customer education, program engagement, and ongoing communications, and will require targeted refinements throughout the contract year. Website support will include content updates, user experience recommendations, mobile optimization, performance improvements, and quality assurance.
Messaging related to Pioneer programs, billing, rates, and customer participation may be reviewed and refined to improve clarity and reduce customer support burden.
The scope includes periodic creative and content refreshes to ensure website features remain current and effective. This may include updates to program pages, refreshed web assets, and visual elements such as sliders or carousel images supporting programs including PowerShift Rewards, GridGen, AC Tune-Up, and other offerings.
Sagent will work closely with Pioneer staff to prioritize website updates throughout the contract yearand
ensure all changes align with Pioneer's brand standards and communications priorities.
Reporting & Analytics: Sagent will provide regular reporting on paid media performance, creative outputs, website metrics, and other agreed-upon indicators of communications effectiveness. Reporting format and frequency will be finalized in coordination with Pioneer staff.
Additional Services Requested in Advance: Sagent may provide additional services as requested and approved in advance by Pioneer and upon mutual agreement of both parties.
Docusign Envelope ID: 43EB57C5-CE0E-436C-A30B-B1 BCC06D6969
EXHIBIT B
PAYMENT FOR SERVICES RENDERED
Maximum Limit & Fee Schedule
The total amount for services rendered shall not exceed $600,000. A general estimate of how dollars will be allocated for a 12-month period is outlined as follows:
Deliverable Value
Strategy & Planning $37,000
Paid Media $150,000
Creative Services $55,000
Website $20,000
Reporting & Analytics $8,00C
Budget Contingency $30,000
TOTAL $300,00C
And, if applicable
The maximum hourly rate shall not exceed $250 per hour.
SERVICE RA TE SHEET
Sagent Labor:
Service Title Em12loyee Rate Fee Ty12e
Strategic Advisor Anne Staines 250.00 Donated
StrateQic Advisor Rachel Manke 250.00 Billable
Dir. of Client Srvs./ UX
DesiQner
Michelle Peake 250.00 Billable
Media Director Michelle Breese 225.00 Billable
Art Director Cindy Reyes 175.00 Billable
Account Planner Finnisha Eastman 150.00 Billable
Project Manager Josh Whitney 150.00 Billable
Graphic DesiQner Kristin Kennedy 140.00 Billable
Media Planner Christa Wilkinson 150.00 Billable
Account Coordinator/ Comm. Trinh Vo 100.00 Billable
Outreach Spec.
Media Buyer Sharon Castillo 125.00 Billable
Docusign Envelope ID: 43EB57C5-CE0E-436C-A30B-B1 BCC06D6969 Invoices
Invoices shall include a list of work performed by billable hour including date, hours and services provided. Work performed by Consultant will be subject to final acceptance by Pioneer.
Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, photocopying, in house printing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses. Travel expenses must be authorized in advance in writing by Pioneer.
Submit all invoices to: Pioneer Community Energy
Attn: Eric Acedo
[email protected]
2510 Warren Drive, Suite B
Rocklin, CA 95677
Administering Agency: Pioneer Community Energy
Contract No.
Contract Description:
CONSULTANT SERVICES AGREEMENT
THIS AGREEMENT is made at Rocklin, California, as of March 1, 2025, by and between Pioneer Community Energy, ("Pioneer"), and ProProse LLC dba Sagent ("Consultant"), who agree as follows:
1. Services. Subject to the tenns and conditions set forth in this Agreement, Consultant shall provide the services described in Exhibit A. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A.
2. Payment. Pioneer shall pay Consultant for services rendered pursuant to this Agreement at the time and in the amount set forth in Exhibit B. The payment specified in Exhibit B shall be the only payment made to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all billings for said services to Pioneer in the manner specified therein, or, ifno 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 (three hundred thousand dollars_($300,000.00).
3. Facilities, Equipment and Other Materials, and Obligations of Pioneer. Unless otherwise specified in Exhibit C, Consultant shall, at its sole cost and expense, furnish all facilities, equipment, and other materials which may be required for furnishing services pursuant to this Agreement.
4. Exhibits. All exhibits referred to herein will be attached hereto and by this reference incorporated herein.
5. 6.
7. 8.
Time for Performance. Time is of the essence. Failure of Consultant to perform any services within the time limits set forth in Exhibit A shall constitute material breach of this contract.
Independent Consultant. At all times during the tenn 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, pennits, qualifications, and approvals of whatsoever nature, which are legally required for Consultant to practice its profession. Consultant represents and warrants to Pioneer that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, and approvals which are legally required for Consultant to practice its profession at the time the services are performed.
Time. Consultant shall devote such time to the perfonnance 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.
- 1 -
9. Hold Harmless and Indemnification Agreement. At all times during the performance of this agreement, the parties agree to protect, defend, and indemnify each other in accordance with the provisions contained in Exhibit D.
10. Insurance. Consultant shall file with Pioneer concurrently herewith a Certificate oflnsurance, in companies acceptable to Pioneer, with a Best's Rating 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 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. An exception is that for media placement and handling of media vendor relationships, Consultant is designated as Pioneer's "Agency of Record."
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 perfonn the work under this agreement with those individuals identified. Reassignment or substitution of individuals or subcontractors named in the Project Team by Consultant without the prior written consent of Pioneer shall be grounds for cancellation of the agreement by Pioneer, and payment shall be made pursuant to Section 15 (Termination) of this Agreement only for that work performed by Project Team members.
14. Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession. All products of whatsoever nature which Consultant delivers to Pioneer pursuant to this Agreement shall be prepared in a substantial first class and workmanlike manner and conform to the standards or quality normally observed by a person practicing in Consultant's profession.
15. Termination.
A. Pioneer shall have the right to terminate this Agreement at any time by giving notice in writing of such termination to Consultant. In the event Pioneer shall give notice of termination, Consultant shall immediately cease rendering service upon receipt of such written notice, pursuant to this Agreement. In the event Pioneer shall terminate this Agreement:
1) Consultant shall deliver copies of all writings prepared by it pursuant to this Agreement. The term "writings" shall be construed to mean and include: handwriting, typewriting, printing, Photostatting, photographing, and every other means ofrecording 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, Govermnent Code section 12900 et seq.
18. Records. Consultant shall maintain, at all times, complete detailed records with regard to work performed under this agreement in a form acceptable to Pioneer, and Pioneer shall have the right to inspect such records at any reasonable time. Notwithstanding any other terms of this agreement, no payments shall be made to Consultant until Pioneer is satisfied that work of such value has been rendered pursuant to this agreement. However, Pioneer shall not unreasonably withhold payment and, if a dispute exists, the withheld payment shall be proportional only to the item in dispute.
19. Ownership of Information. All professional and technical information developed under this Agreement and all work sheets, reports, and related data shall become the property of Pioneer, and Consultant agrees to deliver reproducible copies of such documents to Pioneer on completion of the services hereunder. Pioneer agrees to indemnify and hold Consultant harmless from any claim arising out of reuse of the information for other than this project.
20. Waiver. One or more waivers by one party of any major or minor breach or default of any provision, term, condition, or covenant of this Agreement shall not operate as a waiver of any subsequent breach or default by the other party.
21. Conflict oflnterest. Consultant certifies that no official or employee of Pioneer, nor any business entity in which an official of Pioneer has an interest, has been employed or retained to solicit or aid in the procuring of this agreement. In addition, Consultant agrees that no such person will be employed in the performance of this agreement without immediately notifying Pioneer.
22. Entirety of Agreement. This Agreement contains the entire agreement of Pioneer and Consultant with respect to the subject matter hereof, and no other agreement, statement, or promise made by -3-
any party, or to any employee, officer or agent of any party, which is not contained in this Agreement, shall be binding or valid.
23. Alteration. No waiver, alteration, modification, or termination of this Agreement shall be valid unless made in writing and signed by all parties, except as expressly provided in Section 15, Termination.
24. Governing Law. This Agreement is executed and intended to be performed in the State of California, and the laws of that State shall govern its interpretation and effect. Any legal proceedings on this agreement shall be brought under the jurisdiction of the Superior Court of County of Placer, State of California, and Consultant hereby expressly waives those provisions in California Code of Civil Procedure §394 that may have allowed it to transfer venue to another jurisdiction.
25. Notification. Any notice or demand desired or required to be given hereunder shall be in writing and deemed given when personally delivered or deposited in the mail, postage prepaid, and addressed to the parties as follows:
PIONEER COMMUNITY ENERGY:
Pioneer Community Energy
Attn: Eric Acedo
2510 Warren Drive Suite B
Rocklin, CA 95677
[email protected]
Phone: (916) 758-8943
CONSUL TANT:
ProProse LLC dba Sagent
Attn: Anne Staines
2215 21 st Street
Sacramento, CA 95818
Phone: 916-359-8316
Any notice so delivered personally shall be deemed to be received on the date of delivery, and any notice mailed shall be deemed to be received five (5) days after the date on which it was mailed. - 4 -
Executed as of the day first above stated:
PIONEER COMMUNITY ENERGY
E-SIGNED by Donald Eckert
By: on 2025.,02-28 14:13:03 PST
Name: Donald Eckert
Title: Chief Executive Officer
Approved as to Form - General Counsel:
E-SIGNED by David Ruderman
By: on 2025-02-28 15:12:18 PST
Name: David Ruderman
Title: General Counsel
ProProse LLC dba Sagent
E-SIGNED by Shelley Cousineau
By: on 2025~02-28 14:58:41 PST
Name: Shelley Cousineau
Title: Senior Vice President
*.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 officers to bind the corporation.
Exhibits
A. Scope of Services
B. Payment for Services Rendered
C. Facilities, Equipment and Other Obligations of Pioneer D. Hold Harmless Agreement and Insurance Requirements
- 5 -
EXHIBIT A
SCOPE OF SERVICES
• Supporting in-house efforts to maintain and increase public awareness about Pioneer and its specific role in supplying electricity generation to the communities it serves in current and potential expansion service territories.
• Paid media procurement and management. Sagent will negotiate and oversee the implementation of all media purchasing on behalf of Pioneer based on a media plan approved by Pioneer staff, with the goal of establishing a strong and accurate flow of communication to all stakeholder groups. This includes providing tracking and analytics and adjusting plans to meet pre-determined measures of success.
• Maintaining and improving customer participation in Pioneer, particularly in areas where it is below 85%. • Increasing awareness of and engagement in Pioneer programs and projects. • Creating graphic design and content for paid media elements including direct mailers, digital and print advertisements, postcards or flyers, social media ads, E-blast/newsletter content or graphics, bus shelter or bench designs, printable packets, brand advancement, videography and photography. • Assisting with Pioneer's website user experience, as needed. • Guide research to test message credibility to ensure message effectiveness. • Supporting Pioneer's social media accounts, with an emphasis on NextDoor and other group pages. Sagent will work with staff to coordinate content and ensure the look, feel and content of organic and paid social media accounts are consistent with brand standards. • General support, account management and reporting which will include scheduled phone meetings and monthly reporting.
to Consultant Services Agreement
EXHIBITB
PAYMENT FOR SERVICES RENDERED
Maximum Limit & Fee Schedule
The total amount for services rendered not to exceed $300,000.
And, if applicable
The maximum hourly rate shall not exceed $250 per hour.
Invoices
Invoices shall include a list of work performed by billable hour including date, hours and services provided.
Work performed by Consultant will be subject to final acceptance by Pioneer.
Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, photocopying, in house printing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses. Travel expenses must be authorized in advance in writing by Pioneer.
Submit all invoices to:
Pioneer Community Energy
Attn: Eric Acedo
[email protected]
2510 Warren Drive, Suite B
Rocklin, CA 95677
to Consultant Services Agreement
EXHIBITC
FACILITIES, EQUIPMENT, AND OTHER
MATERIALS, AND OBLIGATIONS OF PIONEER
(Specify all equipment and facilities to be provided or made available by Pioneer, and any other Pioneer obligations.)
(typically)
NOT APPLICABLE
to Consultant Services Agreement
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 occmTing or in any way incident to, in connection with or arising directly or indirectly out of CONSULT ANT'S performance pursuant to this 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. CONSULT ANT also agrees to bear all other costs and expenses related thereto, even if the claim or claims alleged are groundless, false, or fraudulent. This provision is not intended to create any cause of action in favor of any third party against CONSULTANT or PIONEER or to enlarge in any way the CONSULTANT'S liability but is intended solely to provide for indemnification of PIONEER from liability for damages or injuries to third persons or property arising from CONSULTANT'S performance pursuant to this contract or agreement.
As used above, the tenn PIONEER means Pioneer or its officers, agents, employees, and volunteers.
1. PIONEER hereby agrees to protect, defend, indemnify, and hold the CONSULTANT 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 the CONSULTANT arising in favor of any party, including claims, liens, debts, personal injuries, death, or damages to property (including employees or property of the CONSULTANT) 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 PIONEER'S performance pursuant to this contract or agreement. PIONEER agrees to investigate, handle, respond to, provide defense for, and defend any such claims, demand, or suit at the sole expense of PIONEER. PIONEER also agrees to bear all other costs and expenses related thereto, even if the claim or claims alleged are groundless, false, or fraudulent. This provision is not intended to create any cause of action in favor of any third party against CONSULTANT or PIONEER or to enlarge in any way PIONEER'S liability but is intended solely to provide for indemnification of the CONSULTANT from liability for damages or injuries to third persons or property arising from PIONEER'S performance pursuant to this contract or agreement.
2. As used above, the term CONSULTANT means Consultant or its officers, agents, employees, and volunteers.
INSURANCE:
CONSULTANT shall file with PIONEER concurrently herewith a Certificate of Insurance, in companies acceptable to PIONEER, with a Best's Rating ofno less than A-:VII showing.
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.
Ifthere is an exposure of injury to CONSULT ANT'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".
Waiver of Subrogation - The workers' compensation policy shall be endorsed to state that the workers' compensation caiTier waives its right of subrogation against Pioneer, its officers, directors, officials, employees, agents or volunteers, which might arise by reason of payment under such policy in connection with performance under this agreement by the CONSULTANT.
CONSULTANT shall require all SUBCONTRACTORS to maintain adequate Workers' Compensation insurance. Ce1iificates of Workers' Compensation shall be filed forthwith with Pioneer upon demand.
4. GENERAL LIABILITY INSURANCE:
A. Comprehensive General Liability or Commercial General Liability insurance covering all operations by or on behalf of CONSULTANT, providing insurance for bodily injury liability and property damage liability for the limits of liability indicated below and including coverage for:
(I) Contractual liability insuring the obligations assumed by CONSUL TANT in this Agreement.
B. One of the following forms is required:
(1) Comprehensive General Liability;
(2) Commercial General Liability (Occurrence); or
(3) Commercial General Liability (Claims Made).
C. If CONSULTANT carries a Comprehensive General Liability policy, the limits of liability shall not be less than a Combined Single Limit for bodily injury, property damage, and Personal Injury Liability of:
One million dollars ($1,000,000) each occurrence
➔ Two million dollars ($2,000,000) aggregate
D. If CONSULTANT canies a Commercial General Liability (Occurrence) policy:
(1) 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
5. 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 Fonn 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 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) aggregate for Products Completed Operations ➔ Two million dollars ($2,000,000) General Aggregate
(2) The insurance coverage provided by CONSULTANT shall contain language providing coverage up to one (1) year following the completion of the contract in order to provide insurance coverage for the hold harmless provisions herein if the policy is a claims-made policy.
Conformity of Coverages - If more than one policy is used to meet the required coverages, such as a separate umbrella policy, such policies shall be consistent with all other applicable policies used to meet these minimum requirements. For example, all policies shall be Occurrence Liability policies or all shall be Claims Made Liability policies, if approved by Pioneer as noted above. In no cases shall the types of policies be different.
ENDORSEMENTS:
Each Comprehensive or Commercial General Liability policy shall be endorsed with the following specific language:
A. "Pioneer Community Energy, its officers, agents, employees, and volunteers are to be covered as insured for all liability arising out of the operations by or on behalf of the named insured in the performance of this Agreement."
B. "The insurance provided by the Consultant, including any excess liability or umbrella form coverage, is primary coverage to Pioneer Community Energy with respect to any insurance or self-insurance programs maintained by Pioneer Community Energy and no insurance held or owned by Pioneer Community Energy shall be called upon to contribute to a loss." C. "This policy shall not be changed without first giving thirty (30) days prior written notice and ten (10) days prior written notice of cancellation for non-payment of premium to Pioneer Community Energy."
6. AUTOMOBILE LIABILITY INSURANCE:
Automobile Liability insurance covering bodily injury and property damage in an amount no less than one million dollars ($1,000,000) combined single limit for each occurrence.
Covered vehicles shall include owned, non-owned, and hired automobiles/trucks.
7. PROFESSIONAL LIABILITY INSURANCE:
Professional liability insurance which includes coverage for the professional acts, errors and omissions of Consultant in the amount 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 ofat least $3,000,000 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 CONSULT ANT' 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 - CONSUL TANT shall furnish Pioneer with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by Pioneer before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the CONSULTANT's obligation to provide them. Pioneer reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Material Breach - Failure of the CONSULTANT to maintain the insurance required by this agreement, or to comply with any of the requirements of this section, shall constitute a material breach of the entire agreement.
Staff Report – Item 2
To: The Governing Board
From: Brad Koehn, Director of Finance and Administration Item 2: Acknowledgement and Celebration of the Complete Payoff of the Term Loan Date: 2/26/2026
RECOMMENDATION
Acknowledge the payment in full of the Term Loan with a celebratory toast.
BACKGROUND
Pioneer received a $10.5 million term loan from Umpqua Bank (now Columbia Bank) during May 2021 that was used to fully pay off the outstanding ‘start up funds’ loaned from Placer County. The term loan was amortized over 15 years at a 3.85% interest rate. The monthly payments were approximately $77 thousand, but Pioneer as allowed by the terms of the loan made extra principal payments of $2.1 million in 2023, 2024 and 2025 and then a final extra principal payment in January 2026 that paid the loan in full.
ANALYSIS & DISCUSSION
The original term loan would have been fully paid in May 2036, but Pioneer was able to extinguish that debt 10 years early. The early term loan pay off saves interest costs of nearly $2.2 million over the original life of the loan and relieves future fiscal years of the annual debt service.
STRATEGIC PLAN
The early term loan pay off is consistent with the Strategic Goal for Pioneer to ‘Be Fiscally Strong and Resilient’.
FISCAL IMPACT
The Fiscal Year 2025-26 Budget programmed the early payment and payoff of the term loan, but future fiscal years will benefit by being relieved of the annual debt service.
Plf)NEER
COMMUNITY ENERGY
Staff Report – Item 3
To: The Governing Board
From: Donald Eckert Jr., Chief Executive Officer
Item 3: Appoint Members to the Energy Procurement Review Committee, Audit & Finance Committee, and the Expansion Committee through January 2027.
Date: 2/26/2026
RECOMMENDATION
Appoint members to Pioneer Community Energy’s (“Pioneer”) Audit & Finance Committee, Energy Procurement Review Committee, and Expansion Committee through January 2027.
BACKGROUND
Section 6E of Pioneer’s Joint Exercise of Powers Agreement provides the authority to establish committees and states “The Board may establish any advisory commissions, board, and committees as the Board deems appropriate to assist the Board in carrying out its functions and implementing the CCA Program, other energy programs, and the provisions of this Agreement which shall comply with the requirements of the Brown Act. The Board may establish rules, regulations, policies, bylaws, or procedures to govern any such commission, boards, or committees.”
There has been no turnover in the Board this year resulting in no inherited vacancies unless there is a request to be removed from the current committee assignment. Each of these committees are important to Pioneer’s success as it provides an opportunity to discuss issues and potential solutions with regards to budgets, rates, audits, long-term power purchase agreements (“PPAs”), and expansion and fine tune those discussions before reaching the Governing Board.
ANALYSIS & DISCUSSION
Energy Procurement Review Committee (“EPRC”)
The Chief Executive Officer is authorized to execute energy contracts greater than five (5) years in length (from contract execution date) subject to the review and approval by the EPRC. Long-term PPAs are periodically necessary to fulfill mandatory requirements (e.g., Renewable Portfolio Standards), and for portfolio optimization. The role of the EPRC is to review pending long-term PPAs or other significant energy procurement issues. The committee meets as needed but typically three to five times per year. The committee is not subject to the Brown Act. The table below shows the composition of the committee, the current roster, and the member agency represented.
Audit & Finance Committee
The purpose of the Audit & Finance Committee is to oversee the accounting and financial reporting process, the annual audit of Pioneer’s financial statements by the independent auditor, budgeting, rate-setting, monitor internal controls, review administrative policies, and oversee investment strategies. The Committee Composition Current Roster
Member Agency
Represented
Five Board Members Director Petersen - Chair Nevada City General Counsel Director Dowdin-Calvillo - Vice Chair Auburn Legal Counsel Specialized in Energy Contracts Director Carter Placerville Chief Executive Officer Director Jones Placer County
Chief Operating Officer Director Lomen Colfax
Plf)NEER
COMMUNITY ENERGY
Agenda Item: 3 Agenda Date: 2/26/2026
Committee will meet a minimum of twice per year for the opening and closing of the financial audit but typically three to five times per year. The committee reports to the Governing Board and is subject to the Brown Act. The table below shows the composition of the committee, the current roster, and the member agency represented.
Expansion Committee
The purpose of the Expansion Committee is to discuss strategies and provide guidance to staff regarding opportunities for expansion of Pioneer’s service territory. The committee is not subject to the Brown Act and typically meets two to three times per year. The table below shows the composition of the committee, the current roster, and the member agency represented.
Governance Committee
The Board adopted the formation of the Governance Committee at the December 19, 2024, Governing Board meeting. The Governance Committee is not included in this recommendation as the policy creating the committee defines membership to the Governance Committee.
STRATEGIC PLAN
The recommendation supports the “Operational Optimization” goal.
FISCAL IMPACT
There is no fiscal impact with the recommendation.
ATTACHMENTS
There are no attachments to the report.
Committee Composition Current Roster
Member Agency
Represented
Four Board Members Director Ring - Chair Loomis
General Counsel Director Pearl - Vice Chair Lincoln
Independent Auditor Director Janda Rocklin
Chief Executive Officer Director Petersen Nevada City
Director of Finance & Administration
Committee Composition Current Roster
Member Agency
Represented
Four Board Members Director Dowdin-Calvillo - Chair Auburn General Counsel Director Ivy - Vice Chair Grass Valley
Chief Executive Officer Director Jones Placer County
Chief Operating Officer Director Parlin El Dorado County Director of Communications
Staff Report – Item 4
To: The Governing Board
From: Donald Eckert Jr., Chief Executive Officer
Item 4: Adopt Resolution Amending the 2026 Governing Board Meeting Schedule Date: 2/26/2026
RECOMMENDATION
Adopt a Resolution amending the 2026 Governing Board Meeting Schedule through January 2027, by moving the July 16, 2026 meeting to July 23, 2026; and moving the November 19, 2026 meeting to November 12, 2026.
BACKGROUND
Pursuant to Section 54954 of the Brown Act and the Pioneer Community Energy Joint Powers Agreement, the Board must fix the date, hour, and place of regular meetings by resolution. On December 16, 2021, the Pioneer Community Energy Board of Directors adopted Resolution 2021-45, which provides that regular meetings of the Governing Board shall normally be held on the third Thursday of each month, with the exception of state or federal holidays, commencing at 3:00 PM, subject to Board approval on an annual schedule of meetings. Such regular meetings shall be held at the Pioneer Community Energy office located at 2510 Warren Drive, Suite B, Rocklin, California 95677, provided however, that the Governing Board may, in its discretion, hold any such regular meeting at any other location within the boundaries of any Pioneer Community Energy member agency.
Since that time, the regular schedule of meetings has followed the approved schedule with an August recess and with slight variations in meeting dates approved annually by resolution of the Governing Board.
ANALYSIS & DISCUSSION
Staff recommend that the Board adopt the proposed amended 2026 Pioneer Community Energy Governing Board Meeting Schedule for February 19, 2026, through January 21, 2027, by moving the July 16, 2026 meeting to July 23, 2026; and moving the November 19, 2026 meeting to November 12, 2026. The proposed schedule continues to follow the current schedule of meetings to be held on the third Thursday of each month, commencing at 3:00 PM; and, allowing for an August recess.
Staff have reviewed the meeting schedule for potential conflicts with known reasons which could affect the achievement of a quorum and to allow for an August recess. Specifically, the proposed schedule does not conflict with the annual League of California Cities conference, the annual CalCCA conference, or the annual Placer Business Alliance conference.
STRATEGIC PLAN
The recommendation supports the Operational Optimization goal.
FISCAL IMPACT
There is no fiscal impact with the report.
ATTACHMENTS
1. Proposed Amended 2026 Governing Board Meeting Schedule (redlined)
2. Resolution Amending the 2026 Governing Board Meeting Schedule Plf)NEER
COMMUNITY ENERGY
Attachment 1
February 26, 2026
PIONEER COMMUNITY ENERGY
AMENDED 2026 GOVERNING BOARD MEETING SCHEDULE
(Meetings are subject to cancellation/change based upon need) February 26, 2026
March 19, 2026
April 16, 2026
May 21, 2026
June 18, 2026
July 23. 2026 July 16, 2026
September 17, 2026
October 15, 2026
November 12, 2026 November 19, 2026
December 17, 2026
January 21, 2027
Regular meetings of the Board are scheduled on the third Thursday of each month, commencing at 3:00 PM; and, allowing for an August recess.
The amended schedule moved the regular meeting of July 16. 2026 to July 23. 2026; and moved the regular meeting of November 19. 2026 to November 12, 2026.
Such regular meetings shall be held at the Pioneer Community Energy office located at:
Pioneer Community Energy Offices
2510 Warren Drive, Suite B
Rocklin, CA 95677
Provided however, that the Governing Board, in its discretion, may hold any such regular meeting at any other location within the boundaries of any Pioneer Community Energy member agency.
Before the Governing Board of
Pioneer Community Energy
Resolution No.: ____________
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held February 26, 2026, 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, section 6.F of the Amended and Restated Joint Exercise of Powers Agreement for Pioneer Community Energy provides that the date, hour and place of each regular meeting of the Governing Board shall be fixed by resolution or ordinance of the Board; and WHEREAS, on December 16, 2021, the Governing Board adopted Resolution 2021-45, providing that regular meetings of the Governing Board shall normally be held on the third Thursday of each month, with the exception of state or federal holidays, commencing at 3:00 PM, subject to Board approval on an annual schedule of meetings; and
WHEREAS, Resolution 2021-45 further resolved that the regular meeting location for the Pioneer Community Energy Governing Board to be at the Pioneer Community Energy office located at 2510 Warren Drive, Suite B, Rocklin, California, 95677, provided however, that the Governing Board may, in its discretion, hold any such regular meeting at any other location within the boundaries of any Pioneer Community Energy member agency; and WHEREAS, on January 16, 2025, the Governing Board approved the 2025 Pioneer Community Energy Governing Board Meeting Schedule for February 20, 2025 through January 15, 2026, following the prior schedule of meetings to be held on the third Thursday of each month, commencing at 3:00 PM, including an alternate meeting date accommodating holidays during the month of December, and allowing for a recess during the month of August.
WHEREAS, on January 15, 2026, the Governing Board approved the 2026 schedule of meetings through January 2027, pursuant to Resolution 2026-4.
In the matter of:
RESOLUTION AMENDING THE 2026 GOVERNING
BOARD REGULAR MEETING SCHEDULE
Resolution 2026-___
February 26, 2026
2 BE IT RESOLVED, the Governing Board of Pioneer Community Energy, State of California, hereby finds, declares, and resolves as follows:
1. The above recitals are true and correct.
2. The Governing Board does hereby amend the 2026 Pioneer Community Energy Governing Board Meeting Schedule for February 26, 2026, through January 21, 2027, by moving the July 16, 2026, meeting to July 23, 2026; and moving the November 19, 2026 meeting to November 12, 2026. The proposed schedule continues to follow the current schedule of meetings to be held on the third Thursday of each month, commencing at 3:00 PM; and, allowing for a recess during the month of August.
3. This Resolution shall take effect immediately upon its adoption.
Exhibit A: Pioneer Community Energy 2026 Governing Board Meeting Schedule
PIONEER COMMUNITY ENERGY
AMENDED 2026 GOVERNING BOARD MEETING SCHEDULE
(Meetings are subject to cancellation/change based upon need) February 26, 2026
March 19, 2026
April 16, 2026
May 21, 2026
June 18, 2026
July 23, 2026
September 17, 2026
October 15, 2026
November 12, 2026
December 17, 2026
January 21, 2027
Regular meetings of the Board are scheduled on the third Thursday of each month, commencing at 3:00 PM; and, allowing for an August recess.
The amended schedule moved the regular meeting of July 16, 2026 to July 23, 2026; and, moved the regular meeting of November 19, 2026 to November 12, 2026.
Such regular meetings shall be held at the Pioneer Community Energy office located at:
Pioneer Community Energy Offices
2510 Warren Drive, Suite B
Rocklin, CA 95677
Provided however, that the Governing Board, in its discretion, may hold any such regular meeting at any other location within the boundaries of any Pioneer Community Energy member agency.
Resolution 2026-__
February 26, 2026
Staff Report – Item 5
To: The Governing Board
From: Brad Koehn, Director of Finance and Administration Item 5: Adopt a Resolution Approving Fiscal Year 2025-26 Mid-Year Budget Adjustments Date: 2/26/2026
RECOMMENDATION
Adopt a resolution approving Fiscal Year 2025-26 Mid-Year budget adjustments.
BACKGROUND
The Fiscal Year 2025-26 Budget provided funding for Pioneer Community Energy (“Pioneer”) operations and set revenue expectations based on the generation rates that were effective July 1, 2025. The Board has not amended the overall original budget, but the Chief Executive Officer, as authorized by the Board, has approved internal transfers between divisions and/or line items. None of those internal transfers increased the Board-approved overall expense budget.
ANALYSIS & DISCUSSION
At the January 2026 Board meeting, the Board approved a generation rate reduction for Pioneer customers of approximately 16% effective March 1, 2026. The recommended revisions to the budget include an updated revenue forecast and expense reductions throughout Pioneer’s operating divisions, but particularly a reduction in power supply costs that are based on actuals through December and the anticipated power supply costs through the end of the fiscal year. Pioneer enters this chapter of lower rates in a strong financial position by achieving its reserve target of 270 days of liquidity and S&P reaffirmed Pioneer’s A- credit rating. The Mid-Year Revised Budget projects an additional contribution to Net Position of $241 thousand for a revised total contribution to net position of $380 thousand.
Operating Revenues
Projected fiscal year-end revenues show that overall revenues are about ~8% below budget expectations.
The combined impact of the lower-than-expected customer usage, likely from the milder weather in the third FY 2025-26 Year-to-Date Estimated Total Projected FY 2025-26 $ in Millions Actuals (Jul-Dec 2025) Actuals (Jan-Jun 2026) Actuals (Jul '25 - Jun '26) Current Budget $ % Energy Sales (Net) $125.04 $90.06 $215.10 $234.39 ($19.29) -8.2% Green100 Sales $0.04 $0.11 $0.15 $0.22 ($0.07) -31.9%
Uncollectible Accounts ($1.69) ($1.22) ($2.91) ($3.17) $0.26 -8.3% CRR & Battery Optimization $6.53 $2.17 $8.70 $10.00 ($1.30) -13.0% Investment Earnings $3.51 $2.04 $5.55 $4.15 $1.40 33.7% Total Revenue $133.44 $93.16 $226.59 $245.59 ($19.00) -7.7% Power Supply $110.83 $95.35 $206.17 $221.15 ($14.97) -6.8% Compensation $2.57 $3.65 $6.22 $6.22 $0.00 0.0%
Consultant Services $2.68 $4.83 $7.51 $10.28 ($2.77) -26.9% Operating Expenses $1.59 $2.32 $3.91 $5.41 ($1.50) -27.7% Total Operating Expenses $117.67 $106.15 $223.81 $243.05 ($19.24) -7.9% FY 2025-26 Budget Summary
Projected FYE Variance
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COMMUNITY ENERGY
I I I I I I
Agenda Item: 5 Agenda Date: 2/26/2026
quarter, and the upcoming rate reduction effective March 1st, as authorized by the Board in January 2026, results in a total anticipated operating revenue reduction of $20.4 million.
Non-Operating Revenues
Interest earnings have exceeded the YTD budget expectations, driven by two factors:
1. Pioneer has benefited from both the current high interest rate environment (compared to a few years ago) and the delay in decreasing interest rates that had been anticipated at the time of the budget adoption.
2. A second driver has been the increase in the reserve balance which resulted in more dollars being invested.
Given the continued anticipated growth in investment earnings, the Mid-Year recommendation is to increase investment revenue by $1.4 million, bringing the total revenue shortage from all sources to $19 million.
Energy (Power) Supply Expenses
The YTD actuals through December 2025 show that Power Expenses are currently below budget expectations, which are also largely due to the lower-than-expected customer usage. Power Supply costs do continue to be volatile and it is prudent to plan capacity in the budget for that volatility. The Mid-Year recommendation is to decrease the Power supply budget by ~$15 million, while still providing capacity for the potential swings in energy costs.
Program Budget
When the FY 2025-26 budget was adopted in June 2025, the Board authorized a 2% allocation of energy revenue for programs that benefit Pioneer’s customers. In addition, Resolution 2023-23 directs that unspent Program funds be ‘rolled over’ to the subsequent fiscal year once the audit has been completed. Staff recommend that Resolution 2023-23 be waived for this fiscal year, and that the $2.6 million in unused program funds from FY 2024-25 not be rolled over to FY 2025-26. Staff also recommend that the 2% allocation be reduced to 1%. This funding would allow Pioneer to honor the existing vendor contracts it has for Programs and also provide both seasonal and year-round popular programs. Programs include the AC Tune-up rebate, PowerShift rewards, LED Discount, GridGen, Ice Energy, Incentive Finder, Clean Fleet, and Solar RECs.
Operating Expenses
Overall, non-energy operating expenses (compensation, consultant services and operating expenses) are not always evenly expended over the course of the year and some expenses may occur all at once or more sporadically over the course of the year. Through December, these other operating expenses are at about 30% of the annual budget. Staff has carefully reviewed existing and anticipated expenses for the balance of the fiscal year and have identified $1.8 million in budget reductions that will not harm operations. Although reductions are throughout the organization, reduced power brokerage costs contribute a significant portion of savings of almost $1 million. Other areas of savings that were identified include consulting fees for production cost modeling, marketing research & monitoring services, fiscal studies, IT services, and accounting services.
Other operating expense reductions include bank fees, small equipment leases, various utilities, required notification costs, software licenses and services, market data subscriptions and office supplies.
Agenda Item: 5 Agenda Date: 2/26/2026
These recommended reductions do not impact the budget for tenant improvements for Pioneer’s satellite facility, which is expected to begin shortly now that permit has been issued. Budget is also preserved for the furniture needed for the satellite location.
Non-Operating Expenses and Debt Service
Debt Service: The non-operating debt service expenses include the debt service on the term loan, the additional discretionary $700 thousand payment to the term loan and the cost of Letters of Credits that Pioneer is required to post with some energy suppliers (including CAISO). As of January 2026, Pioneer has fully paid off the term loan more than 10 years early (original payoff date was May 2036), saving interest costs of nearly $2.2 million. This early payoff removes future annual debt service payments of almost $950 thousand.
Financial Security Requirement (FSR): The FSR is a California Public Utilities Commission requirement for Community Choice Aggregators (CCAs) that is intended to keep the Investor Owned Utility (IOU) ‘whole’ if a CCA abruptly went out of business and the IOU had to suddenly provide energy to the CCA’s customers. A FSR contribution was not included in the current budget, but there are early indications that an additional contribution to the FSR escrow account may be required at some point in the future. Staff is not recommending a budget adjustment at this time because of the significant unknowns.
Line of Credit: Pioneer has established a Line of Credit of $50 million dollars that is allocated into two ‘buckets’. The first ‘bucket’ designates $20 million to be the financial security for any letters of credit that may need to be issued as collateral to an energy supplier, thereby preserving days of liquidity (reserves). The remaining $30 million is allocated for working capital. These financial tools are available if Pioneer is hit with a significant budget ‘surprise’ and they give Pioneer additional financial tools to navigate the volatility of the energy market.
STRATEGIC PLAN
The recommendation supports the “Be Fiscally Strong and Resilient” goal.
FISCAL IMPACT
The mid-year budget recommends a reduction of expected revenue of $18,995,285; Power Supply expense reduction of $14,973,254; consultant services and operating expense reductions of $1,787,150; and Programs expense reductions of $2,476,282. The net result is an additional midyear budget contribution to net position of $241,401 for a revised total contribution to net position of $382,216.
Other Operating Costs
FY 2025-26 Adopted Midyear Amended
$ in Millions Budget Adjustments Budget
Adm inistration $2.95 ($0.17) $2.78
Finance $2.14 ($0.09) $2.05
Power Procurement $4.98 ($1.12) $3.86
Customer Ca re $3.75 ($0.03) $3.72
Commun ications $2.15 ($0.38) $1.77
Legislative & Regu latory $1.30 $0.00 $1.30
Subtotal $17.27 ($1.79) $15.48
Programs $4.63 ($2.48) $2.15
Total Other Operating Costs $21.90 ($4.26) $17.63
Agenda Item: 5 Agenda Date: 2/26/2026
ATTACHMENTS
1. Draft December 2025 Financial Reports
2. Resolution to Approve Mid-Year Budget Adjustments
Midyear Summary
FY 2025-26 Current Midyear Amended
$ in Millions Budget Adjustments Budget
Energy Revenue (Net) $241.44 ($20.40) $221.04
Investment Earn ings $4.15 $1.40 $5.55
Total Revenue $245.59 ($19.00) $226.59
Power Supply $221.15 ($14.97) $206.17
Programs $4.63 ($2.48) $2.15
Other Divisions $17.27 ($1.79) $15.48
Debt Service $1.65 $0.00 $1.65
Line/Letter of Credit Costs $0.75 $0.00 $0.75
Total Expenses $245.44 ($19.24) $226.20
Contribution To Net Position $0.15 $0.24 $0.38
1 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 December 31, 2025, and the related statement of revenues, expenses, and changes in net position for the six months then ended in accordance with accounting principles generally accepted in the United States of America. We have performed a compilation engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. We did not audit or review the accompanying statements nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management. Accordingly, we do not express an opinion, conclusion, nor provide any assurance on these financial statements.
Management has elected to omit substantially all of the disclosures and the statement of cash flows required by accounting principles generally accepted in the United States of America in these interim financial statements. Pioneer Community Energy’s annual audited financial statements include the note disclosures and statement of cash flows omitted from these interim statements. If the omitted disclosures and the statement of cash flows were included in these financial statements, they might influence the user’s conclusions about Pioneer Community Energy’s financial position, results of operations, and cash flows. Accordingly, these financial statements are not designed for those who are not informed about such matters.
We are not independent with respect to Pioneer Community Energy because we performed certain accounting services that impaired our independence.
Maher Accountancy
San Rafael, CA
February 11, 2026
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com MAHER
ACCOUNTANCY
CCA Program
ASSETS
Current assets
Cash and cash equivalents 51,532,757$
Investments 133,454,359
Accounts receivable, net of allowance 22,682,669
Accrued revenue 10,038,536
Other receivables 2,342,652
Interest receivable 784,243
Prepaid expenses 1,786,113
Deposits 245,331
Total current assets 222,866,660
Noncurrent assets
Capital assets, net of depreciation and amortization 1,004,784 Deposits 795,366
Total noncurrent assets 1,800,150
Total assets 224,666,810
LIABILITIES
Current liabilities
Accrued cost of electricity 21,683,275
Accounts payable 571,775
Other accrued liabilities 1,472,195
Lease liability 130,047
Note payable 894,019
Interest payable 3,807
Supplier security deposits 312,000
Total current liabilities 25,067,118
Noncurrent liabilities
Lease liability 701,867
Note payable 254,334
Total noncurrent liabilities 956,201
Total liabilities 26,023,319
NET POSITION
Net investment in capital assets 172,870
Unrestricted net position 198,470,621
Total net position $ 198,643,491
PIONEER COMMUNITY ENERGY
STATEMENT OF NET POSITION
As of December 31, 2025
CCA PROGRAM
See accountants' compilation report. 2
CCA Program
OPERATING REVENUES
Electricity sales, net 123,389,840$
Other income 35,998
Total operating revenues 123,425,838
OPERATING EXPENSES
Cost of electricity 104,294,332
Contract services 3,136,723
Staff compensation 2,569,472
Other operating expenses 1,222,303
Depreciation and amortization 94,347
Total operating expenses 111,317,177
Operating income (loss) 12,108,661
NONOPERATING REVENUES (EXPENSES)
Investment income 3,478,353
Interest expense (42,911)
Nonoperating revenues (expenses), net 3,435,442
CHANGE IN NET POSITION 15,544,103
Net position at beginning of period 183,099,388
Net position at end of period 198,643,491$
Six Months Ended December 31, 2025
AND CHANGES IN NET POSITION
STATEMENT OF REVENUES, EXPENSES
CCA PROGRAM
PIONEER COMMUNITY ENERGY
See accountants' compilation report. 3
Participation Rates – December 2025
Participation Rate December
2025
December
2024
AUBURN INC 85.71% 85.48%
COLFAX INC 88.10% 87.99%
GRASS VALLEY INC 96.34% 96.90%
LINCOLN INC 83.12% 82.65%
LOOMIS INC 87.24% 87.08%
NEVADA CITY INC 97.91% 98.04%
PLACERVILLE INC 85.85% 85.38%
ROCKLIN INC 90.34% 90.21%
UNINC EL DORADO CO 79.86% 79.69%
UNINC PLACER CO 84.82% 84.71%
Grand Total 84.44% 84.27%
Plf)NEER
COMMUNITY ENERGY
Total Pioneer Customers(# of Accounts)
200,000
180,000 171,649 176,740
160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0 December 2024 December 2025
Opt Out Statistics
Plf)NEER
COMMUNITY ENERGY
Opt Outs by TOT
I
2025 VTD Grand
I ,rniF.1 Total ------~
, ....... - il
AUBURN INC 48 34
COLFAX INC 16 7
GRASS VALLEY INC 181 37
LINCOLN INC 224 125
LOOMIS INC 36 17
NEVADA CITY INC 21 7
PLACERVILLE INC 69 52
ROCKLIN INC 217 141
UNINC EL DORADO CO 907 573
UNINC PLACER CO 353 229
Grand Total 2072 1222
1 ACCOUNTANTS’ COMPILATION REPORT
Board of Directors
Pioneer Community 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 six months ended December 31, 2025, 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.
Maher Accountancy
San Rafael, CA
February 11, 2026
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com MAHER
ACCOUNTANCY
2025/26 YTD
Amended
Budget
2025/26 YTD
Actual
2025/26 YTD
Variance
(Under) Over
2025/26
YTD
Actual/
Amended
Budget %
2025/26
Amended Budget
2025/26
Amended
Budget
Remaining
ENERGY REVENUES
Energy Sales $ 133,051,387 $ 125,038,717 $ (8,012,670) 94% $ 234,389,000 $ 109,350,283 Green100 Sales 108,500 39,684 (68,816) 37% 217,000 177,316 Congestion Revenue Rights and Battery Optimization 7,274,444 6,531,414 (743,030) 90% 10,000,000 3,468,586 Less Uncollectible Accounts (1,797,658) (1,688,559) 109,099 94% (3,167,181) (1,478,622) Total Operating Revenues 138,636,672 129,921,256 (8,715,416) 241,438,819 111,517,563
ENERGY EXPENSES
Power Supply 130,074,913 110,825,746 (19,249,167) 85% 221,145,000 110,319,254 GROSS MARGIN 8,561,759 19,095,510 10,533,751 20,293,819 1,198,309
OPERATING EXPENSES
Administration
Compensation 441,100 367,501 (73,599) 83% 942,200 574,699 Contract services 626,343 81,282 (545,061) 13% 1,120,830 1,039,548 Operating expenses 449,415 455,744 6,329 101% 891,770 436,026 Total Administration expenses 1,516,858 904,527 (612,331) 60% 2,954,800 2,050,273 Finance
Compensation 550,373 523,692 (26,681) 95% 1,145,745 622,053 Contract services 332,900 191,206 (141,694) 57% 641,550 450,344 Operating expenses 147,105 179,072 31,968 122% 349,625 170,553 Total Finance expenses 1,030,377 893,970 (136,407) 87% 2,136,920 1,242,950 Power Procurement
Compensation 574,797 506,752 (68,045) 88% 1,199,593 692,841 Contract services 1,921,259 722,163 (1,199,096) 38% 3,329,187 2,607,024 Operating expenses 385,750 118,811 (266,939) 31% 447,500 328,689 Total Power Procurement expenses 2,881,806 1,347,726 (1,534,080) 47% 4,976,280 3,628,554 Customer Care
Compensation 343,336 345,598 2,262 101% 691,672 346,074 Contract services 1,435,000 1,480,140 45,140 103% 2,870,000 1,389,860 Operating expenses 156,775 132,792 (23,983) 85% 189,050 56,258 Total Customer Care expenses 1,935,111 1,958,530 23,419 101% 3,750,722 1,792,192 Marketing & Communications
Compensation 386,300 319,680 (66,620) 83% 862,599 542,919 Contract services 250,000 60,111 (189,889) 24% 500,000 439,889 Operating expenses 381,200 158,870 (222,330) 42% 792,400 633,530 Total Marketing & Communications expenses 1,017,500 538,661 (478,839) 53% 2,154,999 1,616,338 Legislative & Regulatory
Compensation 441,050 402,100 (38,950) 91% 912,100 510,000 Contract services 188,904 136,175 (52,729) 72% 357,807 221,632 Operating expenses 13,300 8,908 (4,392) 67% 30,600 21,692 Total Legislative and Regulatory expenses 643,254 547,183 (96,071) 85% 1,300,507 753,324 Programs
Compensation 230,784 104,153 (126,631) 45% 461,568 357,415 Contract services 696,667 9,750 (686,917) 1% 1,460,000 1,450,250 Operating expenses 1,087,137 535,589 (551,548) 49% 2,707,208 2,171,619 Total Programs expenses 2,014,588 649,492 (1,365,096) 32% 4,628,776 3,979,284 Total Operating Expenses 11,039,493 6,840,089 (4,199,404) 62% 21,903,004 15,062,915 OPERATING INCOME (LOSS) (2,477,734) 12,255,421 14,733,155 (1,609,185) (13,864,606)
NON-OPERATING REVENUES (EXPENDITURES)
Investment gains (losses) 2,075,004 3,478,353 1,403,349 168% 4,150,000 671,647 Miscellaneous income - 36,000 36,000 - (36,000)
Term Loan Debt Service (480,000) (460,005) 19,995 96% (950,000) (489,995) Additional Term Loan Principal - - - 0% (700,000) (700,000) Line/Letter of Credit Fees (750,000) (188,568) 561,432 25% (750,000) (561,432) Nonoperating revenues (expenditures), net 845,004 2,865,780 2,020,776 1,750,000 (1,115,780) Contribution to/(from) Reserves (1,632,730)$ 15,121,201$ 16,753,931$ 140,815$ (14,980,386)$
BUDGETARY COMPARISON SCHEDULE
Six Months Ended December 31, 2025
PIONEER COMMUNITY ENERGY
CCA PROGRAM
Before the Governing Board of
Pioneer Community Energy
Resolution No.: ____________
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held February 26, 2026, 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 adopted the Fiscal Year 2025- 26 Operating Budget on June 19, 2025; and
WHEREAS, the energy business Is volatile, and the 2026 Power Cost Indifference Amount (PCIA) charged by PG&E increased dramatically; and
WHEREAS, the Board understands that financial projections are highly uncertain, and that Pioneer’s revenues and electricity costs vary due to factors such as weather-driven impacts on heating/cooling demand, economic conditions, changes in wholesale energy market prices and changes in customer usage patterns, and that actual revenues and costs can vary significantly over the course of a fiscal year due to unforeseen factors outside of Pioneer’s control; and WHEREAS, the Board at the January 2026 meeting reduced Pioneer generation rates by approximately 16% effective March 1, 2026; and
WHEREAS, the Board considers the Budget a ‘living’ document and it is prudent that the Budget is adjusted to reflect revised projected revenues, actual energy usage, energy costs, closing of energy open positions, the recently approved decrease in generation rates, revised fiscal year end operating expenses; and
In the matter of: RESOLUTION APPROVING
MID-YEAR FISCAL YEAR 2025-26 BUDGET
ADJUSTMENTS
Resolution 2026- ___
February 26, 2026
2 WHEREAS, Resolution 2023-23 directs that unspent Program funds be ‘rolled over’ to the subsequent fiscal year once the audit has been completed and the Board is waiving the ‘roll over’ requirement for the Fiscal Year 2024-25 unspent Program funds; and WHEREAS, the adjustments to the Budget result in a projected Fiscal Year 2025-26 contribution to Net Position.
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 Board hereby approves and adopts the Pioneer Community Energy mid-year Fiscal Year 2025-26 adjusted Budget as presented in Attachment A.
3. Resolution 2023-23 provision to ‘roll over’ unspent Program Funds to the subsequent year Budget is waived for the Fiscal Year 2024-25 unspent Program Funds.
4. The Program Fund allocation of funds for Fiscal Year 2025-26 will be adjusted from 2% to 1% of budgeted Energy Sales.
5. The Chief Executive Officer is authorized to move budget authority between divisions and accounts, but not to increase or exceed the Board authorized total Budget.
6. This Resolution shall take effect immediately upon its adoption.
Exhibit A: Amended Mid-Year Fiscal Year 2025-26 Budget
Attachment A
Plf)NEER
COMMUNITY ENERGY
PIONEER COMMUNITY ENERGY (CCA)
$ in Thousands Adopted Feb Adjusted Recommended Va riance Revenues Budget Budget* Midyear Budget $ %
Energy Sales (Net) $234,389,000 $234,389,000 $215,101,717 ($19,287,283) -8.2% GreenlO0 Sales $217,000 $217,000 $147,684 ($69,316) -31.9% CRR & Battery Optimization $10,000,000 $10,000,000 $8,700,000 ($1,300,000) -13.0% Less IJncollectable Accounts ($3,167,181) ($3,167,181) ($2,905,867) $261,314 -8.3% Total Energy Revenues $241,438,81.9 $241,438,81.9 $221,043,534 ($20,395,285) -8.4% Investment gains (losses) $4,150,000 $4,150,000 $5,550,000 $1,400,000 33.7% Total Revenues $245,588,819 $245,588,819 $226,593,534 ($18,995,285) -7.7% Energy Expenses
Power Supply $221,145,000 $221,145,000 $206,171,746 ($14,973,254) -6.8% Operating Margin $24,443,819 $24,443,819 $20,421,788 ($4,022,031) -16.5% OPERATING EXPENSES Adopted Feb Adjusted Recommended Variance By Division Budget Budget* Midyear Budget $ %
.~.~~!.~!~!!.~~i.C?.~.~~!~\ .................................................... $2,466,750 ......... $2,954,800·········· $2,783,800 ......... ($171,0001 ..... ~.~:~'.'(~ . ~~~ ~.~ \ ............................................................... $2,189,970 ......... $2,1.36,920·········· $2,048,770 ........... ($88,1.501 ..... ~.~:~ .~.~~~.~.~~·~~~~·!:~!:~!.I~!~.\ ............................................ $5,046,280 ......... $4,976,280 .......... $3,858,280 ....... f$1,u8,0001 ... -22.5%_ -~ ~·~.~~~~. ~.!~ .\ ................................................... $3,805,722 ......... $3,750,722 .......... $3,720,722 ........... ($30,000) ..... ~.~:~ ~.~~~.~~.\c.a~.i.C?.~.~.!~!~\ ................................................ $2,454,999 ......... $2,154,999·········· $1,774,999 ......... ($380,000) ... -17.6%_ . Legislative. & Regulatory Tot al ..................................... $1,310,507 ......... $1,300,507·········· $1,300,507 .................... $0 ........ ~:~ ~ Programs Tot al $4,628,776 $4,628,776 $2,152,494 ($2,476,282) -53.5% By Expense Type Aggregation of all Divisions
Compensation $6,605,477 $6,215,477 $6,215,477 $0 0.0%
Consultant Services $9,651,344 $10,279,374 $7,512,824 ($2,766,550) -26.9% Operating Expenses $5,646,183 $5,408,153 $3,911,271 ($1,496,882) -27.7% Total Operating Expenses $21,903,004 $21,903,004 $17,639,572 ($4,263,432) -19.5% Debt Service
Term Loan Debt Services $950,000 $950,000 $950,000 $0 0.0% Addiitonal Term Loan Principal $700,000 $700,000 $700,000 $0 0.0% Line/Letter of Credit Fees $750,000 $750,000 $750,000 $0 0.0% Financial Security Requirement $0 $0 $0 $0 0.0%
Debt Service Total $2,400,000 $2,400,000 $2,400,000 $0 0.0% Total Expenses $245,448,004 $245,448,004 $226,211,318 ($19,236,686) -7.8% Contribution to/(from) Net Position $140,815 $140,815 $382,216 $241,401 171.4% ot Feb Adjusted Budget relfects internal budget transfers as of February 2026 and does not increase overall authorized budget
Staff Report – Item 6
To: The Governing Board
From: Chau Pham, Legislative and Regulatory Analyst
Item 6: Overview of the Base Services Charge
Date: 2/26/2026
RECOMMENDATION
Receive an overview of the Base Services Charge (BSC), which is a fixed charge that investor-owned utilities (IOUs) are authorized to collect to recover a portion of fixed costs associated with electricity service. The BSC will begin appearing on PG&E residential ratepayer bills in March 2026.
BACKGROUND
In 2022, the passage of Assembly Bill (AB) 205 required the California Public Utilities Commission (CPUC) to authorize an income-graduated fixed charge for default residential rates.1 The CPUC implemented AB 205 through Rulemaking 22-07-005, resulting in Decision 24-05-028 which authorized all IOUs to change the structure of residential bills to shift a portion of delivery costs into a fixed charge.
Historically, California’s IOUs recover nearly all costs of providing electricity through the volumetric (cost per unit) portion of each residential customer’s bill. However, a portion of these costs are fixed, such as grid infrastructure and maintenance costs. These costs do not vary based on customer electricity usage and, therefore, a variable or volumetric rate does not align with the fixed costs to serve customers. Most utilities in other states and many publicly owned utilities in California, including Sacramento Municipal Utility District (SMUD), have fixed charges on customer bills to recover the utilities’ fixed costs. Therefore, the California Legislature and CPUC created the BSC to allocate costs among customers of the IOUs in a manner that is more reflective of the cost of service to deliver energy to each customer. More importantly, the BSC only collects costs associated with the delivery portion of utility service and therefore does not impact the generation rate nor directly implicate the interests of Community Choice Aggregators (CCAs).
ANALYSIS & DISCUSSION
Through the BSC, IOUs will shift the recovery of a portion of fixed costs from volumetric rates to a separate, fixed charge on residential customer bills. As a result, the volumetric price of electricity for residential customers of all IOUs will be reduced by 5 to 7 cents per kilowatt hour.2 Reducing volumetric rates will encourage electrification, as residential customers can charge and operate their electric cars and appliances more cheaply.
In general, shifting costs from a variable to a fixed rate will decrease bills for high usage customers and increase bills for low-usage customers. This is because a fixed charge represents a larger portion of a low-usage customer’s bill, as opposed to a high-usage customer. Although a fixed charge applied equally to all customers will be disproportionately burdensome to customers at the low-usage end of the spectrum, the BSC is not penalizing or rewarding customers based on energy usage. The increase or decrease in residential customer bills is not caused by differing energy usage, but by the effects of unbundling a portion of fixed costs associated with utilities’ delivery service. Low-usage customers will see an increase in their bill because previously, when costs were collected mostly through volumetric rates, this meant low-usage customers paid very little towards the grid’s fixed costs even though the IOUs still had to maintain the delivery infrastructure to these houses. On 1 The Base Services Charge was formerly referred to as the Income Graduated Fixed Charge (IGFC). 2 Attachment 1 (CPUC AB 205 Fact Sheet), available at https://www.cpuc.ca.gov/-/media/cpuc-website/divisions/energy-division/documents/demand-response/demand-flexibility-oir/ab205_factsheet_050824.pdf Plf)NEER
COMMUNITY ENERGY
Agenda Item: 6 Agenda Date: 2/26/2026
the other hand, high-usage customers will see a decrease in their bill because the savings these customers will receive from the lowered volumetric rate under the new bill structure is large enough to cancel out the new BSC. Although the bill is being restructured, the total costs that utilities are authorized to recover from customers is unchanged, meaning the BSC does not represent new revenue for the IOUs.
Starting March 2026 for the PG&E territory, most customers will pay around $24.00/ month for the BSC3, which includes costs for the following4:
1) Distribution customer access costs - costs of connection to the grid, metering, and a portion of customer service costs related to billing
2) Public Purpose Program charges - costs of clean energy and equity programs like CARE, energy efficiency, and demand response
3) New system generation costs – costs of generation reliability resources that are procured to meet state requirements and collected from all customers through the Cost Allocation Mechanism While the BSC could have a disproportionate impact on low-income customers, as those customers tend to be low-usage and have less ability to absorb a fixed charge, the BSC includes special allowances to mitigate the impact on these customers. In particular, customers enrolled in the CARE or FERA program will automatically receive a discount, making the BSC $6.00/ month for CARE customers and $12.00/ month for FERA customers.
On the following page is a sample of how the BSC may affect residential bills for most customers. PG&E’s website also includes sample bills for CARE, FERA, Affordable Housing (Deed Restricted), NEM, and various other customer classes.5 As shown in the sample, the costs included in the BSC is pulled from the delivery, otherwise known as transmission and distribution (T&D) side of the bill, leaving the generation side wholly unchanged.
Although there is an increase or decrease in the total bill depending on the type of household and energy usage level, this is due to a restructuring of the bill, not the inclusion of any new costs. 3 The Base Services Charge is a cost-per-day per billing period. Your total monthly Base Services Charge cost may vary slightly month-to-month based on total days per billing period. 4 CPUC Decision 24-05-028, Section 5.2.2. Fixed Costs 5 Attachment 2 (PG&E Base Services Charge Webpage), available at https://www.pge.com/en/account/billing-and-assistance/base-services-charge.html Agenda Item: 6 Agenda Date: 2/26/2026
STRATEGIC PLAN
The recommendation supports the “Be a Community Partner” goal.
FISCAL IMPACT
There is no fiscal impact with the recommendation.
ATTACHMENTS
1. CPUC AB 205 Fact Sheet
2. PG&E Sample Scenarios
Most Customers
See how the Base Services Charge may affect your billt dependir1g on various kWh usage levels. Figures are far ilrustrative purposes only. (Begins Marc!h 2026)
■ Gii!ni!ration ■ Oeliivery ■ Ba,se Servrui. Char,glil
$ Amount eqm1ls total el.eci1ridty biH
200 kWh: Low usa,ge
Typica lly smaller home in moderate to cool cuma te area Curf'lent
__
bill ___, $75
450 kWh: Medium usage
Average or moderate sized t-iome in modera te to warm climate area C1urrent bill
- Si19 $184
New bill
- $188
700 kWh: High usage, Larger home in warm to hot climate area Cu rrenl bill
$102 $202 $304
Newbill
$102 $170 $24 $296
These figures repr-ese-nt llustrative nthly Wh cha.-ges and do not constitu e actual proiecled bil ng amounts. Rales and btl.ls may diller at lhe tme aj lhe Base Serw:es Dharge implemen abon. Does not nclude applicable taJCes and fees.
Energy pr icing wif h a separai ed Base Servic-es Chiln.Je will nlJI increase• total revenues f,11rPG&E.
1 After the billing
adjustment, an
average Fresno
customer will save
$33 over the
summer months
ENERGY DIVISION FACT SHEET
May 9, 2024 | Proceeding R.22-07-005 | www.cpuc.ca.gov/R2207005 CPUC Decision Cuts Price of Electricity Under New
Billing Structure and Accelerates California's Clean
Energy Transition
As required by Assembly Bill 205, the CPUC has cut the price of electricity for Californians, reduced electricity bills for lower income Californians and those living in parts of the state most impacted by extreme weather, and accelerated the state’s clean energy transition.
The CPUC's decision changes how large investor-owned utilities (IOUs) bill residential customers for infrastructure-related costs. All customers already pay the cost of building and maintaining the electric grid through the price they pay for the electricity they use. The CPUC's decision moves these existing fixed costs into a “flat rate” line item on bills. This change shrinks the price for a unit of electricity for all customers, making it more affordable to electrify homes and vehicles, regardless of income or where someone lives.
This billing structure does not impose any new fees—it simply reallocates how existing costs are shared among customers. It also aligns California with most other states. The new billing structure goes into effect late 2025 and early 2026.
How it Works:
Cutting the Price of Electricity for All Residential Customers Under the new billing structure, a residential customer bill will have two parts:
Usage Rate. The usage rate is the price you pay for
a unit of electricity
• The CPUC's decision cut the usage rate by 5 to
7 cents per kilowatt hour, making electricity
cheaper.
• The usage rate will continue to vary
throughout the day to encourage conservation.
Flat Rate
• The CPUC's decision moves some costs
currently collected in the usage rate to a
separate line item called a flat rate.
• The flat rate includes the cost of infrastructure
that connects all customers to the grid, such
as wires and transformers that send power to
and from your house so everyone can get
power whenever you need it.
CPUC Sets Flat Rate at Lower End of Stakeholder Proposals • CPUC reviewed proposals from a dozen stakeholders, including flat rate proposals up to $73 per month.
• The CPUC's decision set the flat rate at $24.15 per month, which will reduce the price of a unit of electricity by 5 to 7 cents per kilowatt-hour.
CPUC Brings California Utilities in Line with State and National Trends • California is one of the only states where investor-owned utilities do not have flat rates for infrastructure and maintenance costs. For example, some utilities in Texas have flat rates up to $39 per month. • Almost all publicly-owned utilities in California have flat rates. • At $24.15, the flat rate is the same amount as SMUD’s flat rate.
Comparison of
Proposed Flat Rates
CPUC Flat Rate
Compared to
California Publicly-Owned Utilities
2 CALIFORNIA PUBLIC UTILITIES COMM ISSION
INFORMATION SHEET
~
Cl)
E
E
V,
:::i
u
$80
$70
$60
$50 Cl)
E $40
0 ~ £ $30
$73.00
$51.00
$24.15
$28.48 $29.96 $30.64
1 § $20
o E $9.72 $12.77 $15.19 I I I --;' ~$10 C-
~ $0
E
2 0
(le'.
0 u:::
~
Cl)
E
E
V,
:::i
u
$40
$35
$30
<ll $25 E
0 ~ £ $20
'C ! ~ $15
_J -- ' <A- §-$10
z
E
2 0
(le'.
0 u:::
$5
$0
■
$12.00
I
LADWP
I I
$24. 15
$18.21
City of Burbank CPUC Proposed
Decision
$24.15
SMUD
$36.09
$30.00
Roseville Electric City of Riverside
Public Utilities
Department
3 California is Currently Not Aligned with the Rest of the Nation Source: Borenstein and Bushnell, National Bureau of Economic Research, “Do Two Electricity Pricing Wrongs Make a Right? Cost Recovery, Externalities, and Efficiency” (Rev. Sept. 2018) Fixed charge is another term for flat rate.
Encouraging Electrification:
Going Electric Is More Affordable for All
• The CPUC's decision reduces the price PG&E, SCE, and SDG&E customers pay for each unit of electricity.
• All customers, regardless of income or location, will be better off financially if they choose to electrify their homes and/or vehicles under the new billing structure compared to today’s rates. • The decision accelerates the state’s transition to 100% clean electricity.
Improving Affordability:
Discounts for Low-Income and Affordable Housing Customers • As directed by AB 205, on average all low-income customers will save on their monthly bills. • Customers enrolled in the California Alternate Rates for Energy (CARE) low-income assistance program will benefit from a discounted flat rate of $6 per month. » Approximately 30 percent of IOU customers currently participate in CARE. • Additionally, customers enrolled in the next level up of income qualified program, the Family Electricity Rate Assistance (FERA), as well as those residing in deed-restricted affordable housing with incomes at or below 80% of the area median income, will qualify for a discounted flat rate of $12 per month.
A customer that electrifies their home and vehicle
will save on average $28-44 a month compared
to under today’s rates.
For example, a San Francisco customer
that electrifies will be roughly $32 better off
each month.
CALIFORNIA PUBLIC UTILITIES COMM ISSION
INFORMATION SHEET
Fixed Charge ($/month)
[-20.1, 0.0) (10.4%)
(0.0, 5.0) (9.8%)
(5.0, 10.1) (33.4%)
(10.1, 15.1) (23.3%)
(15.1, 20.2) (17.2%)
(20.2, 25.2) (2.8%)
(25.2, 30.3) (1.2%)
(30.3, 35.3) (0.8%)
(35.3, 75.2) (1.0%)
■ Missing
+
4 Other Key Elements of Proposal
• No Income Verification Required. The CPUC's decision does not require any customer to verify their income. Existing programs like CARE and FERA already establish income eligibility through enrollment in programs like MediCal and SNAP or through a voluntary income self-attestation process followed by audits.
• All Customers Included. All residential customers, including those with rooftop solar, will transition to flat rates. Rooftop solar customers consistently rely on grid infrastructure. They draw electricity from the grid and send electricity back to the grid throughout the day to balance their usage with intermittent solar production. Additionally, they need grid support to meet energy needs during nighttime or when solar panels are not generating power. • No Profit Increase for IOUs. The decision ensures that utilities cannot increase the costs they collect or make any profit. Instead, it redistributes costs associated with running the electrical grid in a more equitable manner on customer bills.
• Approval for Other Utilities. The decision also approves a flat rate for Bear Valley, Pacificorp, and Liberty utilities, agreed upon by the ratepayer advocacy group California Public Advocates, that ranges from $23.40 to $33.98 for residential customers.
CALIFORNIA PUBLIC UTILITIES COMMISSION
INFORMATION SHEET
Most Customers
See how the Base Services Charge may affect your bill* depending on various kWh usage levels. Figures are for illustrative purposes only. (Begins March 2026)
Generation Delivery Base Services Charge
$ Amount equals total electricity bill
200 kWh: Low usage
Typically smaller home in moderate to cool climate area Current bill
$29 $46 $75
New bill
$29 $38 $24 $91
450 kWh: Medium usage
Average or moderate sized home in moderate to warm climate area Current bill
$65 $119 $184
New bill
$65 $99 $188
700 kWh: High usage
Larger home in warm to hot climate area
Current bill
$102 $202 $304
New bill
$102 $170 $296
*These figures represent illustrative monthly kWh charges and do not constitute actual projected billing amounts. Rates and bills may differ at the time of the Base Services Charge implementation. Does not include applicable taxes and fees.
Energy pricing with a separated Base Services Charge will not increase total revenues for PG&E.
$24
$24
Staff Report – Item V-B
To: The Governing Board
From: Donald Eckert Jr., Chief Executive Officer
Item V-B: CEO Report
Date: 2/26/2026
PERSONNEL
Pioneer has one active recruitment for a Community Outreach Specialist.
Pioneer is excited to congratulate the following employees for reaching their five-year anniversary:
• Sam Kang, Chief Operating Officer
• Brad Koehn, Director of Finance & Administration
• Teresa Willock, Board Clerk/Executive Assistant
• Eric Acedo, Senior Financial Analyst
CHIEF EXECUTIVE OFFICER AGREEMENTS EXECUTED (NON-POWER SUPPLY) The following agreements have been conducted by the Chief Executive Officer, consistent with the authority delegated by the Board:
• Consultant Services Agreement with Critical Mention, Inc. for services related to the Onclusive tool for help in monitoring mainstream and social media, develop and maintain updated media contact lists, and create more robust reporting for our own social media presence effective February 1, 2026, for a 12- month term in an amount not to exceed $42,435.00.
• Consultant Services Agreement with Granicus, LLC for Board meeting closed captioning, communications, and live streaming services effective February 27, 2026, for a 12-month term in an amount not to exceed $18,732.46.
GREAT PLACE TO WORK CERTIFICATION
Great Place To Work® Certification™ is the most definitive “employer-of-choice” recognition that companies aspire to achieve. It is the only recognition based entirely on what employees report about their workplace experience – specifically, how consistently they experience a high-trust workplace. Great Place to Work Certification is recognized worldwide by employees and employers alike and is the global benchmark for identifying and recognizing outstanding employee experience. Every year, more than 10,000 companies across 60 countries apply to get Great Place To Work-Certified.
Plf)NEER
COMMUNITY ENERGY
Great
Place
To
Work®
Certified
DEC 2025-DEC 2026
USA
Agenda Item: V-B Agenda Date: 2/26/2026
DIABLO CANYON POWER PLANT TOUR
Brandon Sanders of Pacific Gas & Electric (“PG&E”) has offered to be a point of contact for a tour of PG&E’s Diablo Canyon Power Plant which is California’s only nuclear power plant. If there is sufficient interest from the Board, staff will work with Brandon to coordinate a tour later this year. Please reference Attachment No. 5 for a fact sheet of Diablo Canyon Power Plant.
PIONEER LOBBY DAY
Special thanks to Pioneer’s Board Chair, our Lobbyist, and staff for coordinating and participating in Pioneer’s Lobby Day. It was a successful event that included meet and confer with ten Legislators. Discussion included updates on Pioneer, advocacy for AB 1761 that supports transparency in the Power Charge Indifference Charge, and an update on efforts and support regarding AB 706 that establishes funding for biomass project development and procurement which is a two-year bill.
Staff will be coordinating a biomass plant tour later this year with legislators. 2026 RATES SCHEDULES
At the January Governing Board meeting, the Board adopted a 16% reduction in Pioneer’s generation rate for 2026. Those rate changes will be effective March 1st. Please reference Attachment No. 6 with the updated rate schedules.
CalCCA ANNUAL CONFERENCE
CalCCA is our trade association. The Annual Conference this year is May 12-14 at the SAFE Credit Union Convention Center in Sacramento. This year’s conference also includes a celebration of CalCCA’s 10-year anniversary. Due to the conference being in Sacramento, Pioneer and Valley Clean Energy are co-hosts.
Tuesday, May 12th is a welcome reception in the evening with the bulk of the program on Wednesday, May 13th and the morning of Thursday, May 14th.
Please RSVP to Teresa ([email protected]) no later than 3pm on Friday, February 27th to allow for participation in the early bird discount. Teresa will need the following information:
• Email address
• Cell phone number
• Dinner preference of Chicken, Fish, or Vegan
LEADERSHIP CHANGES AT THE CALIFORNIA PUBLIC UTILITIES COMMISSION In a surprise announcement, California Gov. Gavin Newsom reconfigured the state’s energy leadership by naming new appointees to the California Public Utilities Commission and the California Independent System Operator Board of Governors.
Current CPUC member John Reynolds was named president of the agency Feb. 18, replacing current CPUC Chair Alice Busching Reynolds, who was named to the CAISO Board of Governors.
Christine Harada, undersecretary of the California Government Operations Agency, was named a new CPUC member.
Please reference Attachment No. 7 for a press release from the Governor.
Agenda Item: V-B Agenda Date: 2/26/2026
CHIEF EXECUTIVE OFFICER POWER SUPPLY CONTRACTS EXECUTIED The following agreements have been conducted by the Chief Executive Officer, consistent with the authority delegated by the Board:
PRESENTATIONS AND RELEVANT MEETINGS ATTENDED BY THE CHIEF EXECUTIVE OFFICER
1. Participated in CalCCA Weekly/Monthly Board meetings.
2. Attended reception for California Transportation Commission
3. Participated in an introduction of Pioneer to Deputy County Administrator of Lake County
4. Attended Rural County Representatives of California award reception
ATTACHMENTS
1. Agenda Planning Document
2. Legislative and Regulatory Report
3. Communications Report
4. Programs Report
5. Diablo Canyon Fact Sheet
6. 2026 Rate Schedules
a. Residential
b. Commercial
c. Agricultural
d. Lighting
7. Press Release on CPUC and CAISO Leadership Changes
Counterparty Name Execution
Date Type Product Start Date End Date Notional Value
Mercuria Energy America LLC 11/20/2025 Buy System Power 12/1/2027 12/31/2027 $843,648 Mercuria Energy America LLC 11/20/2025 Buy System Power 1/1/2028 1/31/2028 $1,655,000 Mercuria Energy America LLC 11/20/2025 Buy System Power 1/1/2029 1/31/2029 $1,767,376 Mercuria Energy America LLC 11/20/2025 Buy System Power 1/1/2030 1/31/2030 $864,968 Mercuria Energy America LLC 11/20/2025 Buy System Power 1/1/2028 12/31/2028 $11,533,984 Mercuria Energy America LLC 11/20/2025 Buy System Power 1/1/2027 12/31/2027 $7,124,059 Mercuria Energy America LLC 11/20/2025 Buy System Power 1/1/2030 3/31/2030 $4,198,411 Mercuria Energy America LLC 11/20/2025 Buy System Power 1/1/2029 12/31/2029 $15,501,306 NRG Business Marketing 1/5/2026 Sell Resource Adequacy - Flex 3/1/2026 4/30/2026 $199,500 Shell Energy North America 1/30/2026 Sell Large Hydro Attributes 2/1/2026 12/31/2026 $437,500 20Agenda Planning Document – Pioneer Community Energy ATTACHMENT 1 2-20-26
BOARD OF
DIRECTORS
FEBRUARY 26, 2026
REGULAR MEETING
3:00 PM
(Post Agenda: February 20)
MARCH 19, 2026
REGULAR MEETING
3:00 PM
(Post Agenda: March 13)
APRIL 16, 2026
REGULAR MEETING
3:00 PM
(Post Agenda: April 10)
IN THE FUTURE
Special Meeting
Closed Session
Biomass Tour
Regular Meeting
3:00 PM
Consent 1a Minutes for Approval-JAN 15, 2026 Minutes for Approval-FEB 26, 2026 Minutes for Approval-MAR 19, 2026 RES Contract Renewal – Calpine (Koehn) 1b RES Bill Credit Policy (Koehn) Receive Draft Financials JAN 2026 (Koehn)
Receive Draft Financials FEB 2026
(Koehn)
RES Yes Energy (Kang)
1c RES Sagent Contract Renewal
(Stassi-Vanacore)
1d
1e
Presentation 2 Celebratory Toast – Debt Free
guest: Umpqua-Anastasia (in person)
Presentation (discussion-Eckert)
MAY-JUN - guest: CAISO (in person)
FUTURE - guest: Dr. Ahmad Faruqui
Regular 3 Committee Assignments
(action-Eckert)
RES Rebate Program
(action- Stassi-Vanacore)
Biomass Projects update
(discussion- Kang)
MAR-APR IT Audit (Koehn)
4 Proposed change to the 2026 Board
Meeting Schedule (action-Eckert)
Prepay Bond discussion; authorize
consultants (action- Koehn)
Pioneer 2026 Legislative Policy and
Platform (action-Kang)
guests: (NPA) Erin, Cassandra
MAY RES IRP (Integrated Resource Plan)
(action-Kang)
5 FY 2025-2026 Midyear Budget Review
(discussion-Koehn)
Rates Messaging
(discussion- Stassi-Vanacore)
MAY RES Prepay Bond (action- Koehn)
6 Base Services Charge
(discussion-Kang)
JUNE JRM (Stassi-Vanacore)
PCIA hedging (Kang)
General Function II Chief Executive Officer’s Report
REG Reports:
Leg/Reg; Communications; Programs;
Chief Executive Officer’s Report
REG Reports:
Leg/Reg; Communications; Programs;
Chief Executive Officer’s Report
REG Reports:
Leg/Reg; Communications; Programs;
QTRLY Updates requested by the Board Strategic Plan Objectives Sponsorship Activity Chief Executive Officer’s Report
QTRLY Updates requested by the Board
JAN – APR – JULY – OCT
Strategic Plan Objectives
Sponsorship Activity
Informational Items
Glossary of Terms
Informational Items
Glossary of Terms
Informational Items
Glossary of Terms
-i
20Agenda Planning Document – Pioneer Community Energy ATTACHMENT 1 2-20-26
AUDIT/FINANCE COMMITTEE TO BE SCHEDULED – APRIL/MAY
in-person & remote locations IN THE FUTURE
David Ring, Chair
Richard Pearl, Vice Chair
Greg Janda
Gary Petersen
o February 18, 2026 Minutes
o Selection of Officers
o Review Power Prepay Transaction
o FY 2026-27 Operating Budget
GOVERNANCE COMMITTEE TO BE SCHEDULED – LATE MARCH
in-person & remote locations IN THE FUTURE
Board - Chair
Board - Vice Chair
Committee Chairs
Board Chair, Ex Officio (prior year)
o December 17, 2025 Minutes
o Preparing for New Members
ENERGY PROCUREMENT REVIEW
AD HOC COMMITTEE
TO BE SCHEDULED – LATE MARCH
zoom only IN THE FUTURE
Gary Petersen, Chair
Alice Dowdin Calvillo, Vice Chair
Ryan Carter
Greg Janda
Sean Lomen
o Selection of Officers
o Consideration of 2 transactions
(JAN-BOARD) Annual Appointment of EPRC Members (2027)
EXPANSION
AD HOC COMMITTEE
TO BE SCHEDULED - FUTURE
zoom only IN THE FUTURE
Alice Dowdin Calvillo, Chair
Tom Ivy, Vice Chair
Suzanne Jones
Lori Parlin
Selection of Officers through 2026
COMMUNITY ADVISORY COMMITTEE
TO THE CHIEF EXECUTIVE OFFICER FEBRUARY 25, 2026 IN THE FUTURE Meets on the 4th Wednesday
(even-numbered months)
April 22, 2026
Attachment 2: Legislative and Regulatory Update
Date: 2/26/2026
Legislative Affairs
• The 2026 Legislative Session began on Monday, January 5, 2026 and is scheduled to end on August 31, 2026. In the near term, Pioneer will meet with its lobbyists, Niemela Pappas & Associates (NPA), to discuss priorities for this session and develop Legislative Platform to bring to the Board for approval. Pioneer will continue to advocate for support of biomass development, but the budget and Cap and Invest funding shortfalls will limit any available funds available to support biomass. • Pioneer held its annual Lobby Day on February 10, 2026. Pioneer’s Staff, Board Chair, and Lobbyists met with ten state legislator offices including current and future constituent representatives, and broader biomass champions. Pioneer discussed its key legislative priorities for the upcoming year including affordability concerning the Power Charge Indifference Adjustment (PCIA) and ongoing biomass development efforts. Specifically, Pioneer asked for support on the PCIA Transparency bill, AB 1761 (Rogers) and the FOREST Fund Act, AB 706 (Aguiar-Curry).
Plf)NEER
COMMUNITY ENERGY
[Publish Date] Agenda Date: 2/26/2026
Regulatory Affairs
Below is a summary table of the key terms and issues, followed by further details on activities since our last Board Meeting on a few ongoing priority Pioneer regulatory proceedings and matters. New updates are color-coded in green. More updates will follow at future Board meetings as regulatory proceedings and matters evolve.
Key Terms
CPUC- California Public Utilities Commission OIR- Order Instituting Rulemaking/ “Proceeding” CEC- California Energy Commission ALJ- Administrative Law Judge LSE- Load Serving Entity AL- Advice Letter
IOU- Investor-Owned Utility PD- Proposed Decision
CAISO- California Independent System Operator D.- Decision ED- Energy Division PfM- Petition for Modification
PG&E- Pacific Gas and Electric Company CalCCA- California Community Choice Association Table of Contents:
• BioMAT Implementation – R.18-07-003; R.22-10-010; R.24-01-017: .................................................3 • Integrated Resource Planning (IRP) – R.20-05-003; R.25-06-019: .....................................................3 • Renewables Portfolio Standards (RPS) – R.24-01-017; CEC OIR 21-RPS-02: .......................................4 • Resource Adequacy (RA) – R.23-10-011; R.25-10-003: ....................................................................5 • Large Loads (PG&E Rule 30) – A.24-11-007: ...................................................................................8 • Demand Response – R.25-09-004:.................................................................................................7 • PG&E Energy Resource Recovery Account (ERRA) Compliance and Forecast: .......................................9 o 2024 ERRA Compliance – A.25-02-013: .................................................................................... 10 o 2026 ERRA Forecast – A.25-05-011:......................................................................................... 11 • PG&E General Rate Case Phase (GRC) 1 – A.25-05-009:................................................................. 13 • PG&E General Rate Case Phase (GRC) 2 – A.24-09-014:................................................................. 14 • Provider of Last Resort (POLR) – R.21-03-011: .............................................................................. 15 • CEC Load Management Standards (LMS) – CEC 21-OIR-03; 23-LMS-01:........................................... 16 • Power Charge Indifference Adjustment (PCIA) – R.25-02-005: ........................................................ 17 • Safety & Reliability OIR– R.24-05-023: ......................................................................................... 19 • Disconnections – R.18-07-005:.................................................................................................... 20 • High-DER Future – R.21-06-017: ................................................................................................. 19 • Distributed Energy Resources – R.22-11-013: ............................................................................... 20 • Distributed Energy Resource Interconnections (Rule 21) – R.25-08-004: .......................................... 23 [Publish Date] Agenda Date: 2/26/2026
• BioMAT Implementation – R.18-07-003; R.22-10-010; R.24-01-017:
a. Proceeding Overview
i. Assembly Bill (AB) 843, chaptered in 2021, enabled CCAs to access the CPUC’s Bioenergy Market Adjusting Tariff (BioMAT) program, which is a feed-in-tariff program for small-scale bioenergy projects. The implementation of AB 843 was considered in R.22-10-010, while the ongoing review and revision of the BioMAT program continues to be considered in the RPS proceedings, R.18-07-003 and R.24- 01-017.
b. Potential Impact on Pioneer
i. Pioneer is an administrator of the BioMAT program, which acts as a much-needed incentive for local bioenergy development. The regulatory implementation of the BioMAT program, specifically regarding extension of the December 31, 2025 sunset date and revisions to the pricing mechanism, affects Pioneer's ability to effectively administer the program.
c. Key Issues
i. Expeditiously implement AB 843 to allow CCA access to the BioMAT program for future subsidies for biomass procurement
ii. Advocate for ongoing CPUC review and revisions to the BioMAT program’s sunset date, to ensure CCAs will be able to continue effectively administering the program d. Status Update
i. The BioMAT program closed on the currently effective sunset date of December 31, 2025. The CPUC removed its proposed decision responding to Bioenergy Association of California’s (BAC’s) PfM requesting an extension of this sunset date from its January 15, 2026 voting meeting agenda, meaning the program has effectively ended without CPUC action.
e. Background Documents/ Key Decisions
i. D.20-08-04, Revising the BioMAT Program (August 27, 2020):
https://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M346/K112/346112503.PD F
• Most notably extending the program end date to December 31, 2025 ii. D.23-11-084, Implementing AB 843 – Setting Rules to Enable CCAs to Participate in the BioMAT Program (November 30, 2023):
https://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M521/K266/521266723.PD F
iii. BAC PfM to Modify D.20-08-043 (March 6, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M558/K427/558427287.PDF • BAC urges the CPUC to consider extension of BioMAT sunset date iv. PD Denying BAC PfM to Modify D.20-08-043 (September 18, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M580/K430/580430313.PDF v. Opening Comments of Joint CCAs (Pioneer and RCEA) on PD Allowing the BioMAT Program to Sunset (October 8, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M582/K487/582487980.PDF f. Key Dates
[Publish Date] Agenda Date: 2/26/2026
i. None
g. Pioneer Lead: Chau Pham
• Integrated Resource Planning (IRP) – R.20-05-003; R.25-06-019:
a. Proceeding Overview
i. This proceeding acts as the venue for long-term procurement planning, primarily through procurement mandates and compliance evaluations of LSEs' individual IRP plans. Historically, the CPUC has issued procurement mandates, most notably the mid-term reliability (MTR) orders, specifying how much and what kind of resources LSEs are obligated to buy, to ensure the state's electricity supply is reliable, cost-effective, and on track to meet greenhouse gas (GHG) reduction goals. The CPUC is currently developing a 10-year forward procurement program to support longer-term market stability, grid reliability, and GHG reduction goals. b. Potential Impact on Pioneer
i. Pioneer is required to comply with IRP procurement and filing requirements. IRP plans are due in 2-year cycles; the current cycle is 2024-2026; the next IRP plan will be due on May 5, 2026. Furthermore, CPUC-issued procurement orders have a significant impact on the procurement market that Pioneer operates in. Therefore, it is in Pioneer’s best interest to advocate for policies that ensure any CPUC-issued procurement orders preserve CCA procurement autonomy and flexibility to the highest degree possible, to ensure Pioneer can engage in fair, competitive, and cost-effective procurement. c. Key Issues
i. Minimize costly procurement orders coming from the IRP, especially near-term ad-hoc orders ii. Advocate for procurement planning policies that prioritize affordable baseload resources such as biomass energy
d. Status Update
i. October 28, 2025 - The CPUC issued the new IRP scoping memo and ruling, setting the deadline for the individual IRP plans to be due May 5, 2026, as well as the scope and schedule for the rest of the proceeding through 2026. ii. November 7, 2025 – The CPUC issued a mid-term reliability (MTR) compliance notice to Pioneer indicating that Pioneer has met its MTR compliance requirements for 2023 and 2024.
iii. The IOUs requested an extension of the deadlines related to filing of proposed updates to the IOUs’ respective Bundled Procurement Plans. A January 2, 2026, Ruling grants the extension. The IOUs’ proposed updates are now due on June 1, 2026.
iv. January 14, 2025 – The CPUC issued a PD requiring 2029-2032 Procurement and transmitting 2026-2027 Transmission Planning Process (TPP) portfolios. The PD orders LSEs to procure 2,000 MW net qualifying capacity (NQC) by 2030 and additional 4,000 MW NQC by 2032, with no more than half of the total NQC per tranche eligible to come from storage resources, and the rest to come from GHG-free or RPS eligible resources. The procurement need will be allocated based on each LSE's share of the managed peak on the electric system as of the RA year 2026. The [Publish Date] Agenda Date: 2/26/2026
order mostly resembles MTR rules. For TPP portfolios, the PD adopts the base case portfolio which includes half of the upper bound of the LLT resources considered for central procurement by the Department of Water Resources (DWR) and retains offshore wind reported in LSEs' November 2022 IRPs. The PD also adopts the limited wind sensitivity portfolio to be further studied.
v. January 16, 2026- The CPUC issued an ALJ ruling setting new requirements for IRP filings, with a new deadline of June 1, 2026. Considering that the IRP filing guidance materials have not been finalized and this new deadline will not fulfill LSEs' request of 6 months for filing, CalCCA filed an extension request with joint parties (including the IOUs, Shell, UC Regents, and Alliance of Retail Energy Markets) requesting for a full 6 months after the IRP filing guidance materials are finalized for the IRP to be due.
vi. February 6, 2026 – CalCCA filed opening comments on the PD ordering 2029-2032 Procurement and transmitting 2026-2027 TPP Portfolios. The comments recommended: 1) reassessment of 2032/ Tranche 2 needs before 2028 to account for load forecast uncertainty, 2) removal of the 50% cap on storage, 3) extension of "good faith efforts" standard, 4) increase compliance pathways by including RA bridging pathway, 5) provide ELCCs sufficiently in advance, 6) clarify baseline swap rules, 6) clarify how energy only (EO) co-located and hybrid resources count, 7) consider how this procurement order affects DWR's central procurement. vii. February 11, 2026 – CalCCA filed reply comments on the PD ordering 2029-2032 Procurement and transmitting 2026-2027 TPP Portfolios. The comments reiterated the importance of reassessing 2032 procurement requirements and removing the storage cap. The comments also recommended the CPUC reject party recommendations for technology- or attribute- specific mandates and adopt party recommendations to remap geothermal resources to align with commercial viability. e. Background Documents/ Key Decisions
i. ALJ Ruling Seeking Comments on Reliable and Clean Power Procurement Program (RCPPP) Staff Proposal (April 29, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M565/K140/565140721.PDF ii. ALJ Ruling Seeking Comments on Proposed 2026-2027 Transmission Planning Process (TPP) Portfolios and Need for Additional Near-Term Reliability Procurement (September 30, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M582/K082/582082526.PDF iii. R.25-06-019 Scoping Memo and Ruling (October 28, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M585/K485/585485746.PDF iv. Proposed Decision requiring 2029-2032 Electric Resource Procurement and transmitting portfolios for 2026-2027 Transmission Planning Process (January 14, 2026):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M595/K083/595083681.PDF v. ALJ Ruling Setting New Requirements for Individual Integrated Resource Plans Due June 1, 2026 (January 16, 2026):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M595/K085/595085015.PDF f. Key Dates
[Publish Date] Agenda Date: 2/26/2026
i. November 2025 – ALJ ruling containing filing requirements for LSEs for their individual IRPs
ii. February 2026 – Final Decision on Potential Interim Order for Reliability Procurement and 2026-2027 CAISO TPP Recommendations
iii. June 1, 2026 – LSEs' Individual IRP Plans Due
g. Pioneer Lead: Chau Pham
• Renewables Portfolio Standards (RPS) – R.24-01-017; CEC OIR 21-RPS-02:
a. Proceeding Overview
i. This proceeding acts as the venue for the CPUC’s implementation and administration of the state's RPS program, which aims to achieve 60% renewable energy by 2030, and 100% carbon-free by 2045.
b. Potential Impact on Pioneer
i. Pioneer is required to comply with the state’s RPS goals. All retail sellers must submit an annual preliminary RPS compliance report each year on August 1, to be evaluated by the CPUC in this proceeding. RPS compliance is evaluated in multi-year periods; we are currently in compliance period 5 (2025-2027). The next RPS target is 52% by 2027. It is Pioneer's priority to ensure RPS rules maintain the highest compliance flexibility possible (allowing for banked RECs, etc) to allow for cost-effective procurement. c. Key Issues
i. Ensure any RPS rules maintain compliance flexibility to the highest degree possible ii. Advocate for fair inclusion of biomass resources in the RPS program and guidelines (this may also take place in the CEC RPS proceeding), including the ongoing administration of the BioMAT program
d. Status Update
i. January 26, 2026 – Pioneer filed its Final RPS Procurement Plan, with revisions to the Transportation Electrification section.
e. Background Documents/ Key Decisions
i. Pioneer Community Energy Draft 2025 RPS Procurement Plan (June 30, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M571/K990/571990166.PDF ii. PD on 2025 RPS Procurement Plans (November 14, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M587/K328/587328286.PDF iii. Pioneer Community Energy Final 2025 RPS Procurement Plan (January 26, 2026):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M596/K418/596418446.PDF f. Key Dates
i. None
g. Pioneer Lead: Chau Pham
• Resource Adequacy (RA) – R.23-10-011; R.25-10-003:
a. Proceeding Overview
[Publish Date] Agenda Date: 2/26/2026
i. This proceeding aims to ensure the reliability of CA's electricity supply by requiring that LSEs procure sufficient resources to meet their load plus a planning reserve margin (PRM). The RA program recently implemented a slice of day (SOD) framework, ensuring LSEs are compliant every hour of the worst day of the month. b. Potential Impact on Pioneer
i. Pioneer is required to comply with RA procurement requirements and filings. Annual (year ahead) filings are due on October 31 each year and monthly (month ahead) filings are due 45 calendar days prior to the compliance month. Furthermore, RA requirements have significant impacts on the procurement market which Pioneer operates in. Therefore, Pioneer advocates for RA procurement requirements and policies that minimize adverse effects on the RA market. c. Key Issues
i. Advocate for refinements in the RA program that minimize RA requirements (based on robust modeling) to ensure adequate market availability and guard against RA price volatility
ii. Advocate for simplifying RA showings/ compliance requirements to the greatest extent possible
d. Status Update
i. December 12, 2025 - a Scoping Ruling was issued with the following items in scope for the Track 1 of the RA proceeding:
• Adoption of local and flexible requirements;
• Accreditation for long duration energy storage;
• Development of the Unforced Capacity Methodology framework; • Accreditation for wind and solar;
• SOD transactability issues;
• Residual Unit Commitment for RA resources
• Energy only resources; and
• Other time sensitive issues identified by the CPUC or parties in proposals ii. January 23- CalCCA filed RA Track 1 proposals including 1) using data center interconnection info, instead of data center IEPR forecast, to inform RA requirements, 2) counting of energy only (EO) co-located resources under SOD, 3) ensuring local RA central procurement entity (CPE) data request is used consistently among CPEs to ensure there is no over-procurement, and support publicizing the CPE data request responses.
e. Background Documents/ Key Decisions
i. Issuance of OIR 25-10-003 (October 15, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M583/K934/583934825.PD F
ii. Scoping Ruling (December 12, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M590/K884/590884355.PDF f. Key Dates
i. January 23, 2026 – Track 1 party proposals
ii. February 6, 2026 – Energy Division report on transactability issues iii. February 20, 2026 – Party proposals on transactability issues [Publish Date] Agenda Date: 2/26/2026
iv. March 6, 2026 – Opening comments
v. March 2020, 2026 – Reply comments
vi. May 2026 – Proposed Decision on Track 1
vii. Early July 2026 – Final Decision on Track 1
g. Pioneer Lead: Chau Pham
• Large Loads (PG&E Rule 30) – A.24-11-007:
a. Proceeding Overview
i. This is PG&E's proposed tariff to address the interconnection of non-residential customers requesting retail electric service at transmission-level voltages between 50 kilovolts (kV) and 230 kV, otherwise known as transmission-level customers.
These large loads are becoming more significant as data centers propagate. PG&E’s current electric rules are intended for distribution-level interconnections. As such, when a customer applies for transmission-level retail electric service, PG&E and the customer negotiate unique interconnection terms, and PG&E is required to make an “exceptional case” filing with the Commission for approval of the negotiated agreement. PG&E states that creating a uniform tariff (proposed Electric Rule 30) will streamline both the negotiation process and the approval process, resulting in faster interconnection timeline.
b. Potential Impact on Pioneer
i. New large loads, such as data centers, located in Pioneer’s service territory presents both challenges and opportunities to Pioneer. If Pioneer is going to provide generation service to these customers, it needs visibility into which ones are expected to come online in its service territory (if any) for procurement planning purposes. It will also need to have a commitment from these customers far in enough in advance for Pioneer to procure resources in advance of any compliance deadlines to serve these new loads.
c. Key Issues
i. Ensure Pioneer obtains information regarding new large loads when that information is obtained by the IOU, either before or at the time of a customer request for interconnection with the IOU’s transmission or distribution system; ii. Ensure the ability of Pioneer to adequately prepare to serve customers through timely access to information regarding large loads; and iii. Support customer choice of generation providers through ensuring IOUs and CCAs compete on a level playing field.
d. Background Documents/ Key Decisions
i. PG&E Application for Approval of Electric Rule No. 30 for Transmission-Level Retail Electric Service (Nov. 21, 2024):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=547155949 ii. Joint CCA Response to Application (Dec. 23, 2024):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M549/K797/549797836.PDF iii. PG&E Motion for Interim Implementation of Rule 30 (Jan. 24, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=555445559 [Publish Date] Agenda Date: 2/26/2026
iv. Joint CCA Response to Motion for Interim Implementation (Feb. 10, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=556602084 v. Scoping Ruling (March 11, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=558423070 vi. D.25-07-039, partly granting PG&E’s Motion for Interim Implementation of Rule 30 (July 28, 2025):
https://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M574/K875/574875643.PD F
e. Status Update
i. No updates.
f. Key Dates
i. June 20, 2025 - Intervenor Testimony
ii. August 19, 2025- Rebuttal Testimony
iii. September 22-24, 2025 - Evidentiary Heary
iv. October 24, 2025 - Opening Briefs
v. February 18, 2026 – Limited Opening Testimony on additional cost allocation questions in a January 9, 2026 Ruling
vi. March 13, 2026 – Rebuttal Testimony on additional cost allocation questions vii. April 1, 2026 – Evidentiary Hearings, if needed, on additional cost allocation viii. questions
ix. April 10, 2026 – Opening Briefs on additional cost allocation questions x. April 24, 2026 - Reply Briefs on all issues
xi. Late July 2026 – Proposed Decision
xii. August/September 2026 – CPUC Decision
g. Pioneer Lead: Lee Ewing
• Demand Response – R.25-09-004:
a. Proceeding Overview
i. This rulemaking will revisit and enhance the CPUC's "demand response guiding principles, policies, and data system and process requirements." In particular, the rulemaking seeks to enhance the consistency, predictability, reliability, and cost-effectiveness of demand response (DR) resources. Issues that the CPCU could address in this proceeding is dual participation of DR resources among different programs, adjustments to the DR guiding principles, and integration into other systems and process, including resource adequacy slice of day (RA SOD) and the CAISO market.
b. Potential Impact on Pioneer
i. Under the law, demand response and energy efficiency are the first resources that electric corporations use to meet their needs, so there is a statutory mandate to generally include it in the California resource mix. There could also be a specific impact on Pioneer's programs that fall under the umbrella of demand response, including the PowerShift Rewards program.
[Publish Date] Agenda Date: 2/26/2026
c. Key Issues
i. Pursue systems and processes that support timely and consistent Pioneer access to customer interval data, both billing-quality and non-billing-quality ii. Ensure Pioneer customers have equitable access to demand response resources iii. Ensure new policies or programs do not encroach on Pioneer rate and program autonomy
d. Status Update
i. February 12, 2026 – the ALJ issued a Scoping Ruling for the Demand Response proceeding. CalCCA is particularly interested in the data access issues, but will follow discussions on all issues in scope. The issue of bridge funding for IOU DR programs was not initially considered in the OIR, but was requested heavily by the IOUs and will have its own “track” in the proceeding.
ii. The CPUC also issued a Proposed Decision authorizing $15 million for extending the Flex Alert Marketing Campaign for 2026. Most parties were supportive of an extension for 2026, but were open to find ways to cut costs given the widespread awareness of the Flex Alert Program. The Proposed Decision adopted PG&E’s recommendation to reduce the budget by the cost of the Power Saver Rewards program, which made up approximately $10 million of the original $26 million of annual funding for the Flex Alert Marketing Campaign. Power Saver Rewards concluded at the end of 2025, so that budget is no longer needed within the Flex Alert Marketing Campaign funds. e. Background Documents/ Key Decisions
i. Order Instituting Rulemaking (Sept. 18, 2025) (including the Demand Response Guiding Principles Staff Report):
https://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M582/K072/582072320.PD F
f. Key Dates
i. Order Instituting Rulemaking (OIR) - September 29, 2025 ii. Comments on OIR - 45 days after OIR
iii. Reply comments on OIR - 60 days after OIR
iv. Prehearing Conference - 90 days after OIR
v. Scoping Memorandum - Q1 2026
vi. Staff Proposal (data systems and processes) - Q1 2026 vii. Staff Proposal Workshop - Q1 2026
viii. Comments on Staff Proposal - 30 days after Staff Proposal ix. Proposed Decision (data systems and processes; guiding principles) - Q3 2026 x. Commission Decision - No sooner than 30 days from PD g. Pioneer Lead: Lee Ewing
• PG&E Energy Resource Recovery Account (ERRA) Compliance and Forecast:
o 2024 ERRA Compliance – A.25-02-013:
a. Proceedings Overview
[Publish Date] Agenda Date: 2/26/2026
i. Generally, the ERRA Compliance proceedings review IOU accounting for its generation costs in the previous year, which includes accounting related to the Power Charge Indifference Adjustment (PCIA) and Portfolio Allocation Balancing Account (PABA). The purpose is to ensure accuracy and compliance with legal requirements, including CPUC rules and decisions.
b. Potential Impact on Pioneer
i. Although typically not as contentious as the ERRA Forecast proceedings, PG&E's applications in the ERRA Compliance proceedings often include errors or non-compliant activities which, when corrected, result in a credit to unbundled customers via the PCIA which is incorporated in the ERRA Forecast proceedings. This proceeding is also an opportunity to review PG&E's activities related to its PCIA resources, although transparency is always a challenge.
b. Key Pioneer Issues
i. Ensure qualifying facilities and contracts were prudently administered and managed, entries in balancing and memorandum accounts were recorded appropriately, correctly, and in compliance with CPUC decisions, and whether recovery for 2024 record year costs is reasonable.
c. Status Update
i. No updates.
d. Background Documents/ Key Decisions
i. PG&E Application (February 28, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=557607577 ii. CalCCA Protest (April 4, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=561478629 iii. Scoping Ruling (May 2, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=565140242 e. Key Dates
i. Intervenors' Testimony - September 15, 2025
ii. Rebuttal Testimony - October 24, 2025
iii. Evidentiary Hearing - December 2, 2025
iv. Opening Briefs - January 5, 2026
v. Reply Briefs - February 6, 2026
vi. Proposed Decision - no later than 90 days after reply briefs vii. Final Decision - no sooner than 30 days after Proposed Decision f. Pioneer Lead: Lee Ewing
o 2026 ERRA Forecast – A.25-05-011:
a. Proceedings Overview
i. ERRA Forecast Applications are filed annually by IOUs to forecast energy procurement-related revenue requirements, which includes forecast allocation of costs across Power Charge Indifference Adjustment (PCIA) vintages. b. Potential Impact on Pioneer
[Publish Date] Agenda Date: 2/26/2026
i. This is the proceeding in which the PCIA revenue requirement for the following rate year (i.e., 2026 in this proceeding) is established. Parties and the CPUC arrive at the revenue requirement by reducing the costs of the PCIA resources by their value and adding any over or under-collection of the PCIA from the current rate year (i.e., 2025 in this proceeding). That revenue requirement is then assigned to customer vintages depending on the vintage of the resource to develop PCIA rates. Given all of Pioneer's customers pay PCIA rates, Pioneer's goal is to ensure that its customers are only paying the costs that we actually incurred on their behalf and receiving the full value of the PCIA resources.
a. Key Pioneer Issues
i. Ensure accuracy of forecast account balances and rates, cost calculations in workpapers, and calculation of Market Price Benchmarks (MPBs) ii. Ensure costs are attributed to the proper PCIA vintage iii. Ensure costs are attributed properly between bundled and unbundled customers iv. Ensure IOU specific proposals are appropriate for an ERRA Forecast proceeding b. Status Update
i. October 15, 2025 - PG&E submitted its October Update Testimony incorporating the PCIA MPBs that Energy Division published on October 1, 2025. The 2025 Final MPBs and the updated 2026 Forecast MPBs lead to PG&E PCIA vintage rate increases that decrease CCA headroom by approximately 50 percent for the 2018 vintage (used as a proxy for the average).
ii. November 10, 2025 - CalCCA filed Comments on PG&E’s October Update, which continue to support CalCCA’s positions on valuation of pre-2019 banked Renewable Energy Credits (RECs) and opposition to PG&E’s resource adequacy slice of day (RA SOD) proposal.
iii. November 21, 2025 - the Administrative Law Judge issued a proposed decision that would adopt Southern California Edison’s (SCE’s) RA SOD framework, rather than either of PG&E’s proposals, which CalCCA supported if there was a departure from the status quo. The proposed decision would also adopt PG&E’s Pre-2019 Banked REC proposal to value those RECs at zero as an interim solution. This punts the permanent decision on how to value these RECs to a future rulemaking (presumably the PCIA Rulemaking, Phase 2). CCAs will receive some PCIA rate increase relief from the adoption of SCE’s RA SOD proposal over PG&E’s proposal, however the valuation of Pre-2019 Banked RECs at zero will contribute to the large PCIA rate increases in addition to the decreased market prices and the Track 1 PCIA Decision’s methodology shift for the RA MPB.
iv. December 1, 2025 - CalCCA filed comments on the proposed decision arguing that its findings on the banked REC issue are consistent with customer indifference and past practice by PG&E. The comments also provided additional evidence of the inequitable impact of recent Commission decisions on unbundled customers. v. December 18, 2025 – the CPUC issued a Final Decision largely mirroring the Proposed Decision.
vi. January 12, 2026 – CalCCA filed an Application for Rehearing (AfR) challenging both the unlawful valuation of pre-2019 banked RECs at zero and the unlawful retroactive ratemaking resulting from implementation of the modified RA MPB methodology. [Publish Date] Agenda Date: 2/26/2026
vii. January 27, 2026 – PG&E filed a response to CalCCA’s AfR arguing that they appropriately implementing prior Commission decisions on both issues. c. Background Documents/ Key Decisions
i. PG&E Application (May 15, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=566243428 ii. Scoping Ruling (June 20, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=574962660 iii. CalCCA Brief (October 24, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=585485747 d. Key Dates
i. A final decision in this proceeding is anticipated in December 2025, with implementation into rates beginning January 1, 2026.
e. Pioneer Lead: Lee Ewing
• PG&E General Rate Case (GRC) Phase 1 – A.25-05-009:
a. Proceeding Overview
i. In four-year cycles, IOUs submit GRC applications for authority to adjust rates and charges for electric and gas service based on a future test year (TY). The revenue requirements include electric and gas distribution system costs, administrative expenses, and customer service costs.
ii. In the GRC Phase 1, the CPUC establishes the IOU's overall revenue requirement, which is later allocated in rates to different customer classes in the GRC Phase 2.
This includes establishing the operating and capital costs to be recovered for the IOU's transmission, distribution, and generation functions. b. Potential Impact on Pioneer
i. The costs of PG&E's Power Charge Indifference Adjustment (PCIA) generation resources will be established here and later recovered through the PCIA rates via the ERRA Forecast proceeding.
ii. This proceeding will also establish revenue requirements for PG&E programs that could benefit customers in Pioneer's service territory, including resiliency and backup power initiatives to support areas disproportionately impacted by outages. c. Key Issues
i. Ensure accuracy and reasonableness of forecast costs ii. Ensure revenue requirements are properly allocated to PCIA vintages iii. Ensure costs are properly allocated across major work categories iv. Prevent unwarranted or unreasonable increases to CCA service fees d. Status Update
i. February 13, 2026 – CalCCA filed testimony on PG&E’s application proposing the various changes that would lower the generation revenue collected through the PCIA, including, but not limited to:
• Removing hydro facilities that erroneously remain on PG&E’s books and those that are no longer used and useful in providing generation services for the [Publish Date] Agenda Date: 2/26/2026
benefit of customers from the Electric Generation revenue requirement while recovering any remaining balance of the original investment through a regulatory asset, with no return on rate base and
• Moving eight hydro facilities into a more recent vintage for the purposes of PCIA cost recovery to reflect the fact that the substantial proposed investments in these assets of over $2 billion would result in a significant overhaul of these facilities, supporting life extensions as well as changed functions for these assets.
e. Background Documents/ Key Decisions
i. PG&E Phase 1 2027 Application (May 15, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=566363587 ii. PG&E Phase 1 2027 Scoping Ruling (July 31, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=575112973 f. Key Dates
i. Intervenors’ testimony - February 13, 2026
ii. Rebuttal testimony - March 31, 2026
iii. Case Management Conference
iv. Statement and Motions for Settlement - April 13, 2026 v. Evidentiary hearings - Starting April 27, 2026
vi. Opening briefs - June 19, 2026
vii. Reply briefs - July 10, 2026
viii. Proposed decision - March 2027
ix. Commission decision May - 2027
g. Pioneer Lead: Lee Ewing
• PG&E General Rate Case Phase 2 – A.24-09-014:
a. Proceeding Overview
i. In four-year cycles, IOUs submit GRC applications for authority to adjust rates and charges for electric and gas service based on a future test year (TY). The revenue requirements include electric and gas distribution system costs, administrative expenses, and customer service costs
ii. The GRC Phase 2 is focused on the design of PG&E's rates, and includes proposals for real-time pricing rates. This follows the GRC Phase 1, which determines the cost of service.
b. Potential Impact on Pioneer
i. PG&E is proposing to escalate fees for meter data management, rate ready consolidated billing fee, and bill-ready consolidated billing fee. ii. How PG&E implements RTP and how pricing and usage data is transferred to CCAs will impact CCAs' ability to implement their own dynamic pricing programs and potential implicate their compliance with the load management standards (LMS) of the California Energy Commission (CEC).
[Publish Date] Agenda Date: 2/26/2026
iii. PG&E's real-time pricing (RTP) proposal would include hourly components for each of transmission, distribution, and generation. For unbundled customers, CCAs will have the option to customize the MEC and MGCC formulas or apply a modifier. PG&E says it is working with CCAs to provide options to develop more customized dynamic generation rates; however, such customizations will need to be funded by the CCAs.
If CCAs want to use a different generation marginal RTP, they may contract with another entity to develop that price and calculate their unbundled customers’ generation bill.
c. Key Issues
i. Ensure that CCAs have access to data needed to implement dynamic rates for any CCA that chooses to do so and ensure that PG&E's implementation of dynamic rates does that impede CCA ability to comply with CEC LMS rules. d. Status Update
i. No updates.
e. Background Documents/ Key Decisions
i. PG&E Phase 2 2023 Application (Sept. 30, 2024):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=541493803 ii. PG&E Phase 2 2023 Scoping Ruling (Mar. 21, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=560273042 f. Key Dates
i. CalAdvocates Testimony -January 9, 2026
ii. Intervenors' Testimony - February 9, 2026
iii. Rebuttal Testimony - June 8, 2026
iv. Hearing - July 2026
v. Opening Briefs - Four weeks after Hearing
vi. Reply Briefs - Three weeks after Opening Briefs
vii. Proposed Decision - No later than 90 days after Reply Briefs viii. Final Decision - No sooner than 30 days after Proposed Decision g. Pioneer Lead: Lee Ewing
• Provider of Last Resort (POLR) – R.21-03-011:
a. Proceeding Overview
i. Track 1 of the POLR proceeding serves to determine/ update the methodology for the financial security requirement (FSR) that CCAs have to post, to ensure the IOUs (Current POLRs) have the capital to serve customers in case of an emergency mass return. Track 2 of the proceeding gauged interest from any LSEs/ IOUs who are interested in taking on the role of POLR.
b. Potential Impact on Pioneer
i. Pioneer would like to minimize changes to the FSR methodology that could increase it. It's also important to stay up to date with any changes in the process/ timing of posting Pioneer’s FSR.
c. Key Issues
[Publish Date] Agenda Date: 2/26/2026
i. Prevent the requirement for the POLR to procure or hedge in advance of customer return
ii. Ensure modifications to the FSR are balanced and improve accuracy iii. Adjust the FSR calculation to account for risk of customer return through an unsecured credit limit
iv. Reject the adoption of PG&E’s outsized “liquidity pool” that would remove the revenue offset component of the calculation entirely
v. Ensure non-IOU LSEs are able to serve as POLR under similar rules as the IOU as POLR
d. Status Update
i. No updates.
e. Background Documents/ Key Decisions
i. Scoping Ruling (Sept. 16, 2021):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M407/K765/407765425.PDF ii. CalCCA Comments (July 5, 2022) on Ruling Requesting Comments on the FSR and Re-Entry Fee (May 2, 2022):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=490740399 iii. ED Staff Proposal (Jan. 6, 2023):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M500/K762/500762116.PDF iv. D.24-04-009 (Apr. 18, 2024) Decision Implementing SB 520 Regarding Standards for POLR:
https://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M529/K986/529986322.PD F
v. Phase 2 Scoping Ruling (Oct. 24, 2024):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=543727359 f. Key Dates
i. Track 2 of POLR is on pause, due to lack of substantial interest from LSEs in transferring POLR role.
g. Pioneer Lead: Lee Ewing
• CEC Load Management Standards (LMS) – CEC 21-OIR-03; 23-LMS-01:
a. Proceeding Overview
i. Docket 23-LMS-01 implements the CEC’s LMS (Calif. Code of Regulations, Title 20, sections 1621-1625), which include (among other mandates) requirements for CCAs to develop dynamic pricing by 2027. The objective of the LMS is to increase statewide demand flexibility through the development of hourly locational marginal cost-based rates. The rates will be entered into a statewide database – the MIDAS – and automation service providers will access customers’ rate information through a “Single Statewide Tool” created jointly by the IOUs, CCAs, and POUs. The statewide system of granular time and location dependent signals are intended to be used by automation-enabled loads to provide real-time load flexibility on the electric grid.
The CEC adopted the LMS Regulations on October 12, 2022, in docket 21-OIR-03. b. Potential Impact on Pioneer
[Publish Date] Agenda Date: 2/26/2026
i. The LMS rules include compliance obligations for large CCAs, like Pioneer. These compliance obligations include submission of an LMS plan and to consider adopting real-time rates. Although Pioneer's public position is that the CEC does not have authority over CCA rates, Pioneer will continue to make all reasonable efforts to comply with LMS as a show of good faith cooperation with California policies regarding dynamic rates.
c. Key Issues
i. Ensure implementation of the LMS regulations is fair and equitable to CCAs, and ii. in accordance with the regulations
iii. Ensure that the CEC respects CCA autonomy in setting their own rates iv. Ensure Pioneer maintains compliance with CEC mandates and requirements d. Status Update
i. No updates.
e. Background Documents/ Key Decisions
i. Load Management Standards: https://www.energy.ca.gov/programs-and-topics/topics/load-flexibility/load-management-standards ii. Pioneer Revised Load Management Standard Plan:
https://efiling.energy.ca.gov/GetDocument.aspx?tn=266073&DocumentContentId= 103090
f. Key Dates
i. July 1, 2025: Submit at least one marginal cost-based rate or program to the Pioneer Board for approval for any customer class where such a rate will materially reduce peak load.
ii. December 8, 2025: Pioneer's Revised LMS Plan will be addressed in the Energy Commission's Business Meeting.
iii. May 8, 2026: Develop and submit to the CEC, in conjunction with the other obligated utilities, a single statewide standard tool for authorized rate data access by third parties along with the terms and conditions for use of the tool. Upon CEC approval, the tool will be live and obligated LSEs must maintain and improve the tool iv. One year after compliance plan approval (December 8, 2026) and annual thereafter:
Submit annual reports to CEC demonstrating implementation of the Plan, as approved by the Board.
v. July 1, 2027: Offer each Pioneer customer voluntary participation in either a marginal cost-based rate, if such rate is approved by Pioneer’s Board, or a cost-effective load flexibility program identified in 20 CCR section 1623.1(b)(3). vi. Three years after compliance plan approval (December 8, 2028) and triennially thereafter: Review the Plan at least once every 3 years after the Plan is adopted by the Pioneer board. Submit any updates of the Plan to the Board if there is a material change.
g. Pioneer Lead: Lee Ewing
• Power Charge Indifference Adjustment (PCIA) – R.25-02-005:
a. Proceeding Overview
[Publish Date] Agenda Date: 2/26/2026
i. This proceeding will consider the rules and processes related to the Energy Resource Recovery Account (ERRA) and PCIA, which are the mechanisms by which unbundled customers are assessed the costs for generation resources procured by the IOUs on their behalf. The Commission bifurcated the proceeding into two tracks - Track One is an expedited consideration of modifications to the market price benchmark (MPB) calculations and Track Two will be a more holistic review of potential changes to the ERRA and PCIA, potentially including, for example, sunsetting or revintaging resources, changes to Bundled Procurement Plans (BPPs), and incorporation of slice of day.
b. Potential Impact on Pioneer
i. In the recent ERRA forecast cases, the PCIA has been negative for certain vintages of unbundled customers, meaning they will see a credit on their bill for the value of IOU resources procured on their behalf. This has drawn the scrutiny of the IOUs, ratepayer advocates, and the CPUC, resulting in a reassessment of certain components of the PCIA calculation, particularly the RA MPB, which, given current high RA prices, has contributed to the negative PCIA. Changes to the Market Price Benchmarks (MPBs), and PCIA methodology in general, could result in shifting costs for IOU generation resources from bundled to unbundled customers. On the flipside, the wholistic nature of Track 2 provides an opportunity to fundamental revisit the PCIA structure and propose solutions to help limit exposure for CCAs and prevent unfair cost shifts between bundled and unbundled customers. c. Key Issues
i. Track 1
• Revisions to the RA MPB, which is an element of the value attributed to PCIA resources.
ii. Track 2
• How to value renewable energy certificates (REC) generated prior to January 1, 2019, and used for bundled service customer compliance, for the purpose of calculating the PCIA (Pre-2019 Banked RECs)
d. Status Update
i. December 1, 2025 - the California Community Choice Association (CalCCA) filed of Writ of Review (Writ) appealing a decision by the California Public Utilities Commission (CPUC) that will result in a shift of hundreds of millions of dollars from unbundled to bundled customers via the Power Charge Indifference Adjustment (PCIA). In its Writ, CalCCA explains that the CPUC’s arbitrary decision to change the PCIA methodology and apply that change 2025 rates violates the longstanding prohibition against retroactive ratemaking, which is intended to ensure customer certainty and stability in rates. Before the Court of Appeals determines whether to take up the appeal, the CPUC will have an opportunity to respond to the Writ and CalCCA will reply to the CPUC response.
ii. February 3, 2026 – The ALJ issued a Scoping Memo released detailing the scope and schedule for Track 2 concerning pre-2019 banked RECs. The schedule begins with Opening Testimony due March 2, 2026, and Reply Testimony due March 23, 2026. A Staff Proposal may follow before March 27, 2026. CalCCA has scheduled Ex Parte and Energy Division meetings to discuss CalCCA’s Track 2 positions, beginning in early March 2026. Track 2 is scheduled to conclude with a Decision in September 2026.
e. Background Documents/ Key Decisions
[Publish Date] Agenda Date: 2/26/2026
i. OIR to Update and Reform ERRA and PCIA Policies and Processes (Feb. 26, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=557860748 ii. Track 1 Scoping Ruling (Apr. 8, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=562084645 iii. D.25-06-049 adopted Track 1 RA MPB methodology changes (June 26, 2025):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=571242473 iv. Track 2 Scoping Ruling (Feb. 3, 2026):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M597/K166/597166403.PDF f. Key Dates
i. Track one is completed at the regulatory level but could be revisited depending on the outcome of the appeal brought by CalCCA.
ii. A schedule for Track two will be established in a forthcoming Scoping Ruling, but it is expected to be a protracted proceeding that extends into 2028. g. Pioneer Lead: Lee Ewing
• Safety & Reliability OIR– R.24-05-023:
a. Proceeding Overview
i. This is a multi-track rulemaking to consider changes to policies related to safety, reliability, and resiliency of electric distribution systems. The near-term focus of this proceeding will develop processes for how the investor-owned utilities will collect and aggregate data to establish a foundation for measuring utility outages. b. Potential Impact on Pioneer
i. This proceeding is closely related to Public Safety Power Shutoff (PSPS) and Enhanced Powerline Safety Setting (EPSS) events which are of critical concern to Pioneer and its customers. Pioneer is likely to support:
• Transparency on outage causes to customers.
• Alternative approaches to reduce EPSS and PSPS events. • Protecting customers from increased costs while increasing reliability. c. Key Issues
i. The focus of the Rulemaking is to evaluate the safety, reliability, and resiliency of the electric distribution system. A major component of the rulemaking are outage events. The IOU’s planned outages are from scheduled maintenance, PSPS, and rotating outages during heatwaves. The IOU’s unplanned outages occur due to damage to equipment, EPSS, and by first responder request. PSPS and EPSS events are of particular concern for vulnerable areas; PSPS events have seemingly reduced in recent years but have been replaced with EPSS events. Overall, total outages events have been increasing since 2015, while outage duration peaked in 2019, outages are now leveling out or trending downward.
d. Background Documents/ Key Decisions
i. R.18-12-005, OIR to Examine Electric Utility De-Energization of Power Lines in Dangerous Conditions, Scoping Ruling (Mar. 08, 2019):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M270/K419/270419337.PDF [Publish Date] Agenda Date: 2/26/2026
ii. R.18-04-019, OIR to Consider Strategies and Guidance for Climate Change Adaptation, Scoping Ruling (Oct. 10, 2018):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M231/K128/231128764.PDF iii. R. 21-06-017, OIR to Modernize the Electric Grid for a High Distributed Energy Resource Future, Scoping Ruling (Nov. 15, 2021):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M422/K949/422949772.PDF e. Status Update
i. January 1, 2025 - The three IOUs submitted a Draft Customer Reliability Report Template. The report proposes to submit annual reporting of safety and reliability metrics leveraging a narrative reporting format. The submission identifies new metrics to report but the draft likely requires additional clarification on terms and metrics. Pioneer's joint party to file reply comments requesting further clarification. ii. January 26, 2025 - Pioneer's joint party has filed comments and reply comments requesting further clarification on the IOU’s proposed metrics. The party has advocated for the IOUs to provide meaningful analysis within future reports on how customers are being impacted by outages including PSPS and EPSS events. f. Key Dates
i. Joint IOU Report Template – December 15, 2025
ii. Opening Comments – January 9, 2026
iii. Reply Comments – January 26, 2026
iv. Proposed Decision - No later than 90 days after final submissions v. Final Decision - No sooner than 30 days after Proposed Decision g. Pioneer Lead: Braden Henderson
• Disconnections – R.18-07-005:
a. Proceeding Overview
i. Rulemaking 18-07-005 was opened in response to Senate Bill (SB) 598 to address disconnection rates for both California’s electric and gas investor-owned utilities. SB 598 requires the commission to prohibit disconnecting service for nonpayment by a residential customer dependent on life-support equipment, who is willing to enter into an amortization agreement, and who satisfies certain other conditions. The ruling was structured to occur in two phases; the first phase for immediate solutions to reduce disconnections, while the second phase is to evaluate the first phase results and establish long term solutions.
ii. This proceeding requires the IOUs to administer two pilot programs Arrearage Management Plan (AMP) and Percentage of Income Payment Plan (PIPP). The pilot programs are reaching the end of their initial period and are being evaluated for continuation.
b. Potential Impact on Pioneer
i. Pioneer participated in the AMP program and we may have recommendations on how this program may be improved in the event of renewal. Pioneer likely supports programs that offer assistance to low-income customers or customers facing hardship.
c. Key Issues
[Publish Date] Agenda Date: 2/26/2026
i. Disconnections in this proceeding are focused on the event when a utility intentionally disconnects a customer, mainly residential customer nonpayment.
Disconnections due to nonpayment are a concern to regulators, service providers, and other customers because disconnections shift cost burden onto the rest of ratepayers. Programs and pilot programs are put in place to help reduce disconnections by offering assistance to customers with financial challenges. d. Background Documents/ Key Decisions
i. SB 598 - Public Utilities: Gas and Electric Service Disconnections (Sept. 28, 2017):
https://calmatters.digitaldemocracy.org/bills/ca_201720180sb598 e. Status Update
i. December 4, 2026 - CalCCA submitted opening comments supporting the continuation of AMP and PIPP; while IOUs have submitted opening comments against renewal of the programs.
ii. December 17, 2025 - Parties have submitted reply comments. While the IOUs as a whole largely are against continuation of AMP and PIPP, the entities provide alternatives on program adjustments if continued. The parties, in general, support AMP more than they support PIPP.
iii. February 18, 2026 - The statutory deadline was extended and the ALJ released a preliminary decision reducing IOU reporting requirements for IOU disconnections to commercial and industrial customers. No decision has been made regarding continuation of pilot programs.
f. Key Dates
i. Reply Comments – December 5, 2025.
ii. Statutory Deadline – December 31, 2026.
g. Pioneer Lead: Braden Henderson
• High-DER Future – R.21-06-017:
a. Proceeding Overview
i. The High Distributed Energy Resource (DER) proceeding is the rulemaking in alignment with the CPUC’s Distributed Energy Resources Action Plan 2.0 which aims to leverage DER planning to help achieve California’s renewable energy targets in the 2022-2026 timeframe. The proceeding is currently conducting Track 3. b. Potential Impact on Pioneer
i. This proceeding’s issues include energization of new customers and distributed resources. Other CCAs (i.e., Redwood Coast Energy Authority) have faced some challenges with the interconnection of loads in their service territory, however DER interconnection may not be a priority concern for Pioneer at the moment. ii. This proceeding is actively evaluating impacts to the distribution grid for increased electric loads from emerging technology such as electric vehicles. In parallel demand response policy and changes to time-of-use (TOU) rates from shifted loads may be of concern to Pioneer.
c. Key Issues
i. For track three, the main priorities are grid modernization investments in the near term, the implementation of smart inverters to utilize advanced functionalities for [Publish Date] Agenda Date: 2/26/2026
grid services, and the better alignment of planned infrastructure investments with utility distribution planning. Overall, this effort seeks to plan for high penetration of DERs and electrification to drive down costs over time. d. Background Documents/ Key Decisions
i. R. 14-08-013 – OIR Regarding Policies, Procedures and Rules for Development of Distribution Resources Plans, Scoping Ruling (Jan. 26, 2016):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M157/K902/157902794.PDF e. Status Update
i. January 5, 2025 – CalCCA submitted comments in response to the IOU’s electrification studies to emphasize that the IOUs should reevaluate their assumptions and prepare updated analysis that reflects realistic use of demand flexibility programs. Included in this is also recommending the IOUs roll out pilot programs to better understand realistic adoption rates; PG&E agreed with CalCCA on this topic in their reply comments.
ii. February 4, 2025 - PG&E's final filing of the electrification study contained no significant changes to the key findings based on reply comments. The proceeding is now exploring flexible service connections and use of distributed energy resource management systems and aggregators.
f. Key Dates
i. Comments – January 2, 2025
ii. All Party Meeting/Workshop - Early January of 2026
iii. Issuance of Assigned Commissioner Proposal – Quarter 2 of 2026 iv. Proposed Decision on Track 3 – Quarter 3 of 2026
g. Pioneer Lead: Braden Henderson
• Distributed Energy Resources – R.22-11-013:
a. Proceeding Overview
i. The Commission issued OIR 22-11-013 to achieve consistency of cost effectiveness assessments, improve data access and use, and consider equipment performance standards for DER customer programs.
b. Potential Impact on Pioneer
i. The CPUC uses the Avoided Cost Calculator (ACC) to determine the primary benefits of DER across Commission proceedings. Pioneer may be inclined to follow this proceeding as the ACC calculates various costs related to items such as generation capacity, energy, and RPSs that may have an impact on electricity rates, portfolio planning, or DER program administration.
c. Key Issues
i. Currently in Phase I, the proceeding covers DER program cost-effectiveness issues, data access and use, and equipment performance standards. All of the latest updates and decisions related to the ACC fall under this proceeding. d. Background Documents/ Key Decisions
i. R.14-10-003 OIR to Create a Consistent Regulatory Framework for the Guidance, Planning and Evaluation of Integrated Distributed Energy Resources, Scoping Ruling [Publish Date] Agenda Date: 2/26/2026
(Jan. 5, 2015):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M143/K990/143990275.PDF e. Status Update
i. No update.
f. Key Dates
i. ACC Update Staff Proposal Published - Late March of 2026 ii. Opening Comments - Late April of 2026
iii. Reply Comments Late - April of 2026
iv. Proposed Decision Adopted - Late July of 2026
g. Pioneer Lead: Braden Henderson
• Distributed Energy Resource Interconnections (Rule 21) – R.25-08-004:
a. Proceeding Overview
i. The purpose of this proceeding is to update and improve Rule 21 and associated interconnection procedures concerning the safety and reliability of the electric grid as distributed technologies continue to evolve, promote greater transparency and certainty around interconnection processes, and to contain costs for all ratepayers that use the electric grid.
b. Potential Impact on Pioneer
i. This topic is largely geared towards utilities managing transmission and distribution infrastructure, technology developers, and project developers. Pioneer likely does not have a direct stake in the outcome but may have interest in policy that accelerates its customer’s ability to install backup power systems if the policy does not increase costs to the general ratepayer.
c. Key Issues
i. The primary issue discussed in Rule 21 has been related to Screen Q, costs for interconnection studies, and timeline for interconnection applications. Most stakeholders agree that Screen Q is ineffective as almost all larger projects fail Screen Q and are then required to conduct lengthy and costly interconnection studies. Technology developers are in favor of having a faster and less costly process for interconnecting non-export DER technologies such as backup battery systems.
d. Background Documents/ Key Decisions
i. R.11-09-011 – OIR to Improve Distribution Level Interconnection Rules and Regulations, Scoping Ruling (Jun. 20, 2012):
https://docs.cpuc.ca.gov/PublishedDocs/EFILE/RULC/169188.PDF ii. R.17-07-007 – OIR Streamlining Interconnection of Distributed Energy Resources and Improvements to Rule 21, Scoping Ruling (Oct. 2, 2027):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M196/K476/196476255.PDF e. Status Update
i. January 26, 2026 - Pioneer submitted a motion for party status to participate in this proceeding. Our primary interest will be to ensure that bioenergy resources are included in any reforms of the Rule 21 interconnection process, including reforms to [Publish Date] Agenda Date: 2/26/2026
address the current delays in interconnecting resources. A scoping memo providing the scope of issues and schedule for the proceeding is expected in the coming weeks.
f. Key Dates
i. Comments Filed – November 10, 2025
ii. Reply Comments - 20 days from issuance of OIR
iii. Prehearing Conference - Within 30 days after reply comments filed iv. Scoping Memo - Within 60 days after reply comments filed g. Pioneer Lead: Braden Henderson
1 Attachment: 3 Communications, Outreach, and Customer Care Updates Date: 2/26/2026
NOTABLE ACHIEVEMENTS – JANUARY 2026
• Pioneer’s Incentive Finder tool has been
well-received by customers looking for
additional ways to save money. Currently
the second most visited page on the
Pioneer website, the Incentive Finder
shows that customers are looking for ways
to save money over and above Pioneer
programs. The most frequent rebate
searches are for: laundry equipment,
home battery, energy efficiency kits,
dishwasher, and insulation and sealing
rebates.
• January saw a considerable increase in call and chatbot activity, with customer satisfaction ratings remaining above 90%.
WEBSITE
The release of Pioneer’s first direct mail piece of 2026 resulted in increased website traffic with activity spikes on the 14th and 15th, which correlates with the January Board meeting, and the week of January 26, when the direct mail piece was sent.
The website had 26,000 views and 6,200 active users in January. The majority of visitors view our site with desktop devices (71%) compared to mobile devices (29%). Most visited pages in January were:
1. Home Page
2. Incentive Finder
3. PowerShift Rewards
4. GridGen
CUSTOMER CARE
January 2026 was busier than previous years, likely due to PG&E marketing efforts. The chatbot, which had a 52% increase in month-to-month activity, continues to be a valuable tool in relieving pressure on customer care staff.
Chatbot
• Total of 320 interactions
• 88 live conversations (up 52% from December)
• Rating of 4.3/5 in satisfaction surveys
Calls
• 407 total (up 33% from December)
o Billing Inquiry was the most frequent topic at 19.46%, and NEM was the second most frequent at 12.6%.
o There were 39 calls related to Solar Billing Plan, with 27 of the 39 calls from current SBP customers. The majority of SBP customers had general NEM and billing questions. • 96 surveys completed with a 93.8% satisfaction rate
Plf)NEER
COMMUNITY ENERGY
Clicks by incentive (January • December 2025)
Incentive ~
Laundry Equipment Rebates
Home Battery Rebate (SGIP)
Free Energy Efficiency Kit
Dishwasher Rebate
Insulation & Sealing Rebates
Heat Pump Heating/Cooling (HVAC) Reb ..
LED light Bulb Discounts
GridGen Solar & Battery
PowerShift Rewards
Air Conditioner Tune-Up Rebate
Water Conservation Rebate Finder
Electric Cooking Products Rebate
Permanent Battery Storage Rebate
I
I
SOCIAL MEDIA
January brought remarkably positive engagement on Pioneer’s social sites, with savings tips performing very well.
Online comments and conversations showed customers serving as Pioneer “ambassadors” by sharing accurate information or correcting inaccurate information in FB comments and groups.
Most conversations centered on the way PG&E chose to communicate its rate changes, with considerable debate on the "fixed charge" (Base Services Charge).
Top performing posts for January:
Instagram and Facebook
• Savings Tip Tuesday: ceiling fan
blade rotation
Strong engagement
• Smart thermostats help save
money
Notable Engagement:
• Sponsor highlight for Hands4Hope
event
PIONEER IN THE COMMUNITY
Community Outreach
• Auburn Chamber Installation Dinner Sponsor
• El Dorado County Chamber Installation Dinner Sponsor
• Sunrise Rocklin Chamber meeting
• Monitor all member board meetings
• Rural Counties Representatives of California reception • Lincoln Chamber GRC meeting
• Lincoln Chamber Breakfast meeting
Programs Support
• Extensive outreach following Board approval of the new Solar RECs program • Met with Placer County to discuss possible EV partnership and programs • Development of a programs database to market Solar RECs, Clean Fleet Revenue and Grid Gen Programs
• Hosted workshop with Participate Energy to enhance existing GridGen program • Hosted lunch with Grid Gen Channel Partners (local contractors) to discuss program and future opportunities
• Facilitating discussions with new developer(s) to participate in GridGen program @ &ry8..l~
LOBSTER BISQUE SPONSOR
~----~1~
I)
Plf)NEER
COMMUNITY ENERGY
IL
Expansion
• Invited expansion community contacts to attend CalCCA conference; To date, Chico, Willows, Colusa County and Butte County have confirmed attendance • Coordinate a meeting with Alpha Omega Power and Pioneer’s procurement team on large Colusa County energy project
• Inyo County informational discussion
• Lake County informational discussion
• Provide background information to Trinity County Supervisor Jill Cox.
Attachment: 4 Program Updates
Date: 2/26/2026
Incentive Finder
• Soft launch on December 1, 2025
• Direct mail campaign initiated in January 2026
• Initial results are positive and traffic continues to increase • The top five most visited incentives are:
o Home Battery Rebate (SGIP)
o Laundry Equipment Rebates
o Free Energy Efficiency Kit
o GridGen Solar & Battery
o PowerShift Rewards
GridGen
• Total of 276 leads (not all leads follow through on system installation) • 98 active projects in the pipeline, working with both Tesla and channel partners • 34 projects achieved permission to operate (PTO) (averaging seven additional project PTOs per month since August)
• 383.49 kW of solar capacity installed through GridGen program through November 2025 • 136,302.26 kWh of clean energy generated through GridGen program through October 2025 • 29 contractors participating in GridGen program
• Staff are focused on expanding the program to commercial and industrial, and member agencies o To date, all member agencies have received information about the program-Placer County, Rocklin, Placerville and Yuba City expressed interest
GridGen CARE
• 14 signed contracts
• 48 actively engaged customers
• Lottery established for customers that submitted applications and remain in potential selection queue o Due to oversubscription, this program is currently on hold unless/until additional funding is allocated to the program
LED Discount Lighting
• 28 local retailers are currently participating
• FY 2024-25: 61,364 units distributed
• FY 2025-26 to date: 24,572 units of inventory sold
• Program is very popular with customers, with considerable positive feedback received at community events and customer care field days
• Program will continue into 2026 with existing budgetary resources SEASONAL PROGRAMS: 2025 RECAP
PowerShift Rewards
• 2,248 customers currently enrolled
• 4.0 MWh of energy reduction during 2025 season
• 1.3 MW of load shed during 2025 season
• Staff continue to work with administrative partner to improve the program and customer experience and enhance participation
• With program season opening in May, Pioneer will soon begin its annual marketing effort to educate new customers about the program and increase participation Plf)NEER
COMMUNITY ENERGY
Agenda Item: XX Agenda Date: 2/26/2026
AC Tune-Up Rebate
• 2,066 customers participated in 2025
• 227 local contractors promoted the AC Tune-Up Rebate program in 2025 • As part of the program expansion consideration for commercial and industrial customers, staff created and distributed a survey to current participating residential contractors to get industry-specific insight on which type(s) of rebate(s) are most beneficial and potentially feasible for inclusion upon Board consideration
• With program season opening on April 1, Pioneer will soon begin its annual marketing effort to educate new customers about the program to increase participation Ice Energy
• More than 200 site visits have been conducted
• Site surveys at 33 locations
• Finalizing Participation Agreement with the City of Rocklin which includes approximately 23 units • In discussion with home association in Lincoln for multipurpose use facilities (likely in 2027) • Continuing focused outreach on member agency opportunities Clean Fleet Revenue
• Participating members include Rocklin and Nevada City; City of Auburn pending Solar Renewable Energy Credits (RECs)
• Extensive member outreach initiated in early January 2026 • Staff met with the Counties of Placer and El Dorado, Cities of Lincoln, Rocklin, Oroville, Placerville and Yuba City
• Following outreach to members, staff will reach out to additional eligible entities (e.g. Special Districts, School Districts, etc.) to gauge interest
Hourly Flex Pricing Pilot (credits for energy conservation for Ag customers) • Two customers enrolled in the program (19 meters/accounts) • The program is administered by PG&E
• The application period for the program remains open, however incentives for eligible equipment are allocated
Community Advisory Committee (CAC)
• Met on February 25, 2026, and discussed specific options for actionable program options • Discussed to date results from the contract survey to expand the AC Tuneup Rebate Program to commercial and industrial customers, BioMAT PPA, overall program updates, projected rate implications for 2026, and other matters of general interest to committee members • Continued support for and interest in developing and implementing additional programs, specifically related to EVs, EVS charging infrastructure, and Demand Response programs • Staff are also interested in additional CAC member recruitment to ideally diversify perspectives and insight, and any recommendations by Directors is well received • Next meeting is April 22
Pacific Gas and Electric Company
December 2025
DiabloCanyonPowerPlant
Diablo Canyon (DCPP) is California’s only operating nuclear power plant. Each day, Diablo Canyon provides electricity for more than 4 million Californians. All of which is clean, zero-emission, carbon free energy.
Oversight &Safety:
PG&E has operated Diablo Canyon since 1985 with no safety events.
The plant is regularly inspected by the U.S. Nuclear Regulatory Commission (NRC) and has two onsite resident inspectors. Diablo Canyon is also the only plant in the U.S. to have its own independent, dedicated safety committee.
The plant’s design features state-of-the-art seismic supports and was built to withstand extreme natural disasters, including earthquakes, tsunamis and flooding.
Spent fuel is safely stored onsite in NRC-inspected 3-foot-thick concrete reinforced stainless steel-lined pools or reinforced casks.
Operated at ~94% capacity in 2024 for both units—that’s 24/7, 365 days of always-on power, rain or shine.
Wide range of benefits to electric customers across California. For example, in 2024, we estimate DCPP operations resulted in wholesale electricity cost savings of $474 million to customers across the PG&E electric system.
In addition, the societal cost benefit associated with DCPP’s avoided GHG emissions is approximately $450 million per year.
Diablo Canyon is also the largest private employer in San Luis Obispo County with 1,300 coworkers. Planned refueling outages every 18 months bring in 1,100 extra workers per reactor, providing a boost to the local economy. $
$
Financial Benefits:
Diablo Canyon generates nearly 20% of California’s clean energy, making it the largest clean energy source in the state.
Extended Operations:
➤ Originally set to retire in 2025, Governor
Newsom signed SB 846 which extended
Diablo Canyon’s operations through 2030. This
action reflects the state’s increasing demand
for power. By 2040, peak demand is projected
to be 9 times Diablo Canyon’s current output.
➤ The State of California found that extending
DCPP operations through 2030 is prudent, cost
effective, and in the best interests of all
California electricity customers.
➤ Closing Diablo Canyon will force the state to
retain ~1.5 GW of gas generation that would
otherwise retire to make up for the lost output
from Diablo Canyon, effectively back peddling
on its clean energy goal.
➤ A 20-year license renewal application has been
submitted to the NRC, providing the state
flexibility beyond 2030.
➤ In June 2025, the NRC found Diablo Canyon
safe and environmentally sound to operate for
an additional 20 years.
➤ Continuing to operate DCPP defers need to
construct ~10GW of new solar+storage,
allowing affordable build-out of renewables.
➤ CPUC report states that DCPP would save
$600M to $1.2B from primarily solar and storage
resources not constructed, which increases to
$2.7B to $3.7B per year with offshore wind
and multi- storage not constructed.
CleanEnergyProgress:
Diablo Canyon’s continued operation is vital to
the state’s reliable and clean energy future.
Every year it operates, the plant saves
6-7 million tons of greenhouse gasses from
entering the atmosphere – that’s equal to 1.6
million cars.
$
“PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. ©2025 Pacific Gas and Electric Company. All rights reserved. CCC-012024-7108. 12/18/2025. 0 0
0 PG&E Rate Pioneer Rate Time of Use Period
Pioneer Rates
(Gen Only)
E-1
EL-1
EM
EML
ES
ESL
ESR
ESRL
ET
ETL
E-1** E-1-P All 0.11107
SUMMER PEAK 0.26727
SUMMER PART-PEAK 0.13815
EV-A SUMMER OFF-PEAK 0.09641
EV-B WINTER PEAK 0.09225
WINTER PART-PEAK 0.06989
(E Vehicles) WINTER OFF-PEAK 0.06989
SUMMER PEAK 0.16947
SUMMER PART-PEAK 0.12923
EV-2 SUMMER OFF-PEAK 0.09221
WINTER PEAK 0.11829
WINTER PART-PEAK 0.10705
(E Vehicles) WINTER OFF-PEAK 0.08591
SUMMER PEAK 0.18704
SUMMER Off-PEAK 0.09434
WINTER PEAK 0.12339
WINTER Off-PEAK 0.09938
SUMMER PEAK 0.18563
SUMMER Off-PEAK 0.09117
WINTER PEAK 0.14885
WINTER Off-PEAK 0.11728
SUMMER PEAK 0.23669
SUMMER PART-PEAK 0.14749
SUMMER OFF-PEAK 0.10690
WINTER PEAK 0.09077
WINTER PART-PEAK 0.07280
WINTER OFF-PEAK 0.06079
E-ELEC E-ELEC
EV
EV-2
E-TOU-C3 E-TOU-C3
E-TOU-D E-TOU-D
Pioneer Community Energy
Electric Generation Rate Schedules
RESIDENTIAL CUSTOMERS
E-1 All 0.11570
1 PG&E Rate Pioneer Rate
Time of Use
Period
Pioneer Rates
(Gen Only)
A-1-A A-1-A SUMMER 0.12890
WINTER 0.09278
A-1-A** A-1-A-P SUMMER 0.12374
WINTER 0.08907
SUMMER
PEAK 0.13171
PART-PEAK 0.13171
A-1-B A-1-B OFF-PEAK 0.10947
WINTER
PART-PEAK 0.10403
OFF-PEAK 0.10351
SUMMER
PEAK 0.12644
PART-PEAK 0.12644
A-1-B** A-1-B-P OFF-PEAK 0.10509
WINTER
PART-PEAK 0.09987
OFF-PEAK 0.09937
SUMMER
PEAK 0.16765
PART-PEAK 0.12335
B-1 B-1 OFF-PEAK 0.10462
WINTER
PEAK 0.11793
OFF-PEAK 0.10342
SUPER OFF-PEAK 0.08864
SUMMER
PEAK 0.17194
PART-PEAK 0.13372
B-1-ST B-1-ST OFF-PEAK 0.10155
WINTER
PEAK 0.12641
PART-PEAK 0.11531
OFF-PEAK 0.09551
SUPER OFF-PEAK 0.08073
SUMMER
PEAK 0.14333
PART-PEAK 0.14333
A-6 A-6 OFF-PEAK 0.11296
WINTER
PART-PEAK 0.10452
OFF-PEAK 0.10388
SUMMER
PEAK 0.13760
PART-PEAK 0.13760
A-6** A-6-P OFF-PEAK 0.10844
WINTER
PART-PEAK 0.10034
OFF-PEAK 0.09972
SUMMER
PEAK 0.25182
OFF-PEAK 0.09888
B-6 B-6 WINTER
PEAK 0.12544
OFF-PEAK 0.08985
SUPER OFF-PEAK 0.05738
SUMMER 0.12918
A-10-A-S A-10-A WINTER 0.10959
0.00000
SUMMER 0.11525
A-10-A-P A-10-A-P WINTER 0.09831
0.00000
SUMMER
Pioneer Community Energy
Electric Generation Rate Schedules
COMMERCIAL, INDUSTRIAL AND GENERAL SERVICE CUSTOMERS
DEMAND CHARGE ($/KW)SUMMER MAX
DEMAND CHARGE ($/KW)SUMMER MAX
1 PG&E Rate Pioneer Rate
Time of Use
Period
Pioneer Rates
(Gen Only)
Pioneer Community Energy
Electric Generation Rate Schedules
COMMERCIAL, INDUSTRIAL AND GENERAL SERVICE CUSTOMERS
PEAK 0.14148
PART-PEAK 0.14148
OFF-PEAK 0.11738
A-10-B-S A-10-B WINTER
PART-PEAK 0.11032
OFF-PEAK 0.10968
0.00000
SUMMER
PEAK 0.12843
PART-PEAK 0.12843
OFF-PEAK 0.10565
A-10-B-P A-10-B-P WINTER
PART-PEAK 0.09897
OFF-PEAK 0.09837
0.00000
SUMMER
PEAK 0.19105
PART-PEAK 0.13553
B-10-S B-10-S OFF-PEAK 0.10623
WINTER
PEAK 0.13882
OFF-PEAK 0.10688
SUPER OFF-PEAK 0.07418
SUMMER
PEAK 0.17497
PART-PEAK 0.12250
B-10-P B-10-P OFF-PEAK 0.09474
WINTER
PEAK 0.12580
OFF-PEAK 0.09553
SUPER OFF-PEAK 0.06282
SUMMER
PEAK 0.15831
PART-PEAK 0.10724
B-10-T B-10-T OFF-PEAK 0.08018
WINTER
PEAK 0.11057
OFF-PEAK 0.08101
SUPER OFF-PEAK 0.04830
SUMMER
PEAK 0.08673
PART-PEAK 0.08673
OFF-PEAK 0.08179
E-19-S, V E-19-S WINTER
PART-PEAK 0.07965
OFF-PEAK 0.07907
PEAK 11.42000
PART-PEAK 11.42000
SUMMER
PEAK 0.07934
PART-PEAK 0.07934
OFF-PEAK 0.07444
E-19-P, V E-19-P WINTER
PART-PEAK 0.07232
OFF-PEAK 0.07175
PEAK 10.41000
PART-PEAK 10.41000
SUMMER
PEAK 0.06887
PART-PEAK 0.06887
OFF-PEAK 0.06412
E-19-T, V E-19-T WINTER
PART-PEAK 0.06207
OFF-PEAK 0.06152
DEMAND CHARGE ($/KW)SUMMER MAX
DEMAND CHARGE ($/KW)SUMMER MAX
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
2 I
I
PG&E Rate Pioneer Rate
Time of Use
Period
Pioneer Rates
(Gen Only)
Pioneer Community Energy
Electric Generation Rate Schedules
COMMERCIAL, INDUSTRIAL AND GENERAL SERVICE CUSTOMERS
PEAK 11.27000
PART-PEAK 11.27000
SUMMER
PEAK 0.13964
PART-PEAK 0.13964
E-19-R-S, V-R-S E-19-R-S OFF-PEAK 0.10981
WINTER
PART-PEAK 0.10748
OFF-PEAK 0.10684
SUMMER
PEAK 0.12344
PART-PEAK 0.12344
E-19-R-P, V-R-P E-19-R-P OFF-PEAK 0.09703
WINTER
PART-PEAK 0.09481
OFF-PEAK 0.09420
SUMMER
PEAK 0.11876
PART-PEAK 0.11876
E-19-R-T, V-R-T E-19-R-T OFF-PEAK 0.09567
WINTER
PART-PEAK 0.09348
OFF-PEAK 0.09289
SUMMER
PEAK 0.13946
PART-PEAK 0.10460
OFF-PEAK 0.07996
WINTER
PEAK 0.11732
B-19-S B-19-S OFF-PEAK 0.07986
SUPER OFF-PEAK 0.02960
PEAK 17.51000
PART-PEAK 2.55000
PEAK 2.08000
SUMMER
PEAK 0.12166
PART-PEAK 0.09508
OFF-PEAK 0.07196
WINTER
PEAK 0.10621
B-19-P B-19-P OFF-PEAK 0.07224
SUPER OFF-PEAK 0.02392
PEAK 14.79000
PART-PEAK 2.17000
PEAK 1.52000
SUMMER
PEAK 0.10995
PART-PEAK 0.09873
OFF-PEAK 0.07484
WINTER
PEAK 0.10920
B-19-T B-19-T OFF-PEAK 0.07538
SUPER OFF-PEAK 0.02562
PEAK 13.20000
PART-PEAK 3.30000
PEAK 1.27000
SUMMER
PEAK 0.25208
PART-PEAK 0.13007
B-19-R-S B-19-R-S OFF-PEAK 0.09541
WINTER
DEMAND CHARGE ($/KW)WINTER
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)WINTER
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)WINTER
3 I
I I
I
I I
I
I I
PG&E Rate Pioneer Rate
Time of Use
Period
Pioneer Rates
(Gen Only)
Pioneer Community Energy
Electric Generation Rate Schedules
COMMERCIAL, INDUSTRIAL AND GENERAL SERVICE CUSTOMERS
PEAK 0.13343
OFF-PEAK 0.09535
SUPER OFF-PEAK 0.06311
SUMMER
PEAK 0.22690
PART-PEAK 0.11571
B-19-R-P B-19-R-P OFF-PEAK 0.08386
WINTER
PEAK 0.11785
OFF-PEAK 0.08396
SUPER OFF-PEAK 0.05172
SUMMER
PEAK 0.19796
PART-PEAK 0.12461
B-19-R-T B-19-R-T OFF-PEAK 0.08668
WINTER
PEAK 0.11718
OFF-PEAK 0.08687
SUPER OFF-PEAK 0.05463
SUMMER
PEAK 0.25208
PART-PEAK 0.13007
B-19-S-S B-19-S-S OFF-PEAK 0.09541
WINTER
PEAK 0.13343
OFF-PEAK 0.09535
SUPER OFF-PEAK 0.06311
SUMMER
PEAK 0.22690
PART-PEAK 0.11571
B-19-S-P B-19-S-P OFF-PEAK 0.08386
WINTER
PEAK 0.11785
OFF-PEAK 0.08396
SUPER OFF-PEAK 0.05172
SUMMER
PEAK 0.19796
PART-PEAK 0.12461
B-19-S-T B-19-S-T OFF-PEAK 0.08668
WINTER
PEAK 0.11718
OFF-PEAK 0.08687
SUPER OFF-PEAK 0.05463
SUMMER
PEAK 0.08300
PART-PEAK 0.08300
OFF-PEAK 0.07809
E-20-S E-20-S WINTER
PART-PEAK 0.07594
OFF-PEAK 0.07536
PEAK 11.00000
PART-PEAK 11.00000
SUMMER
PEAK 0.08124
PART-PEAK 0.08124
OFF-PEAK 0.07641
E-20-P E-20-P WINTER
PART-PEAK 0.07434
OFF-PEAK 0.07918
PEAK 11.93000
PART-PEAK 11.93000
SUMMER
PEAK 0.07250
PART-PEAK 0.07250
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
4 I I I I I
I
I
I
I
I
I
I
PG&E Rate Pioneer Rate
Time of Use
Period
Pioneer Rates
(Gen Only)
Pioneer Community Energy
Electric Generation Rate Schedules
COMMERCIAL, INDUSTRIAL AND GENERAL SERVICE CUSTOMERS
OFF-PEAK 0.06762
E-20-T E-20-T WINTER
PART-PEAK 0.06552
OFF-PEAK 0.06495
PEAK 14.89000
PART-PEAK 14.89000
SUMMER
PEAK 0.12862
PART-PEAK 0.12862
E-20-R-S E-20-R-S OFF-PEAK 0.10129
WINTER
PART-PEAK 0.09896
OFF-PEAK 0.09832
SUMMER
PEAK 0.12587
PART-PEAK 0.12587
E-20-R-P E-20-R-P OFF-PEAK 0.09747
WINTER
PART-PEAK 0.09525
OFF-PEAK 0.09464
SUMMER
PEAK 0.12534
PART-PEAK 0.12534
E-20-R-T E-20-R-T OFF-PEAK 0.09725
WINTER
PART-PEAK 0.09507
OFF-PEAK 0.09447
SUMMER
PEAK 0.13323
PART-PEAK 0.10195
OFF-PEAK 0.07725
WINTER
PEAK 0.11460
B-20-S B-20-S OFF-PEAK 0.07705
SUPER OFF-PEAK 0.02676
PEAK 16.43000
PART-PEAK 2.39000
PEAK 2.09000
SUMMER
PEAK 0.13002
PART-PEAK 0.09650
OFF-PEAK 0.07311
WINTER
PEAK 0.10868
B-20-P B-20-P OFF-PEAK 0.07317
SUPER OFF-PEAK 0.02278
PEAK 18.32000
PART-PEAK 2.52000
PEAK 2.11000
SUMMER
PEAK 0.11729
PART-PEAK 0.09518
OFF-PEAK 0.07051
WINTER
PEAK 0.11136
B-20-T B-20-T OFF-PEAK 0.06674
SUPER OFF-PEAK 0.02218
PEAK 20.05000
PART-PEAK 4.78000
PEAK 2.67000
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)WINTER
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)WINTER
DEMAND CHARGE ($/KW)WINTER
5 I
I I I I !
I I I I !
I I I I !
I
I I
I
I I
I
I I
PG&E Rate Pioneer Rate
Time of Use
Period
Pioneer Rates
(Gen Only)
Pioneer Community Energy
Electric Generation Rate Schedules
COMMERCIAL, INDUSTRIAL AND GENERAL SERVICE CUSTOMERS
SUMMER
PEAK 0.24205
PART-PEAK 0.12257
B-20-R-S B-20-R-S OFF-PEAK 0.08886
WINTER
PEAK 0.12810
OFF-PEAK 0.08874
SUPER OFF-PEAK 0.05657
SUMMER
PEAK 0.23189
PART-PEAK 0.11588
B-20-R-P B-20-R-P OFF-PEAK 0.08465
WINTER
PEAK 0.12076
OFF-PEAK 0.08470
SUPER OFF-PEAK 0.05252
SUMMER
PEAK 0.23588
PART-PEAK 0.12912
B-20-R-T B-20-R-T OFF-PEAK 0.08390
WINTER
PEAK 0.12898
OFF-PEAK 0.08154
SUPER OFF-PEAK 0.05175
SUMMER
PEAK 0.24205
PART-PEAK 0.12257
B-20-S-S B-20-S-S OFF-PEAK 0.08886
WINTER
PEAK 0.12810
OFF-PEAK 0.08874
SUPER OFF-PEAK 0.05657
SUMMER
PEAK 0.23189
PART-PEAK 0.11588
B-20-S-P B-20-S-P OFF-PEAK 0.08465
WINTER
PEAK 0.12076
OFF-PEAK 0.08470
SUPER OFF-PEAK 0.05252
SUMMER
PEAK 0.23588
PART-PEAK 0.12912
B-20-S-T B-20-S-T OFF-PEAK 0.08390
WINTER
PEAK 0.12898
OFF-PEAK 0.08154
SUPER OFF-PEAK 0.05175
SUMMER
PEAK 0.13818
PART-PEAK 0.11336
STANDBY - S STOUS OFF-PEAK 0.08089
WINTER
PART-PEAK 0.11732
OFF-PEAK 0.09217
0.60000
SUMMER
PEAK 0.13818
PART-PEAK 0.11336
STANDBY - P STOUP OFF-PEAK 0.08089
WINTER
PART-PEAK 0.11732
OFF-PEAK 0.09217
0.60000
SUMMER
PEAK 0.10263
RESERVATION CHARGE ($/KW)
RESERVATION CHARGE ($/KW)
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PG&E Rate Pioneer Rate
Time of Use
Period
Pioneer Rates
(Gen Only)
Pioneer Community Energy
Electric Generation Rate Schedules
COMMERCIAL, INDUSTRIAL AND GENERAL SERVICE CUSTOMERS
PART-PEAK 0.08384
STANDBY - T STOUT OFF-PEAK 0.05898
WINTER
PART-PEAK 0.08679
OFF-PEAK 0.06770
0.46000
SUMMER
PEAK 0.11190
PART-PEAK 0.10084
OFF-PEAK 0.08853
S-B-S S-B-S WINTER
PEAK 0.10747
OFF-PEAK 0.08958
SUPER OFF-PEAK 0.04984
0.93000
SUMMER
PEAK 0.11190
PART-PEAK 0.10084
OFF-PEAK 0.08853
S-B-P S-B-P WINTER
PEAK 0.10747
OFF-PEAK 0.08958
SUPER OFF-PEAK 0.04984
0.93000
SUMMER
PEAK 0.09420
PART-PEAK 0.08343
OFF-PEAK 0.07144
S-B-T S-B-T WINTER
PEAK 0.08997
OFF-PEAK 0.07256
SUPER OFF-PEAK 0.03276
0.42000
SUMMER
ON-Peak 0.24321
OFF-PEAK 0.07890
SUPER OFF-PEAK 0.05605
BEV1 BEV1 WINTER
PART-PEAK 0.24321
OFF-PEAK 0.07890
SUPER OFF-PEAK 0.05605
SUMMER
ON-Peak 0.26157
OFF-PEAK 0.07854
BEV2S BEV2S SUPER OFF-PEAK 0.05568
WINTER
PART-PEAK 0.26157
OFF-PEAK 0.07854
SUPER OFF-PEAK 0.05568
SUMMER
ON-Peak 0.25223
OFF-PEAK 0.07584
BEV2P BEV2P SUPER OFF-PEAK 0.05406
WINTER
PART-PEAK 0.25223
OFF-PEAK 0.07584
SUPER OFF-PEAK 0.05406
RESERVATION CHARGE ($/KW)
RESERVATION CHARGE ($/KW)
RESERVATION CHARGE ($/KW)
RESERVATION CHARGE ($/KW)
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PG&E Rate Pioneer Rate Time of Use Period
Pioneer
Rates (Gen
Only)
SUMMER 0.09435
AG-1-A AG-1-A WINTER 0.08218
2.82000
SUMMER 0.10125
AG-1-B AG-1-B WINTER 0.07372
3.74000
SUMMER
PEAK 0.09388
OFF-PEAK 0.09388
AG-RA AG-RA WINTER
PART-PEAK 0.07893
OFF-PEAK 0.07829
1.88000
SUMMER
PEAK 0.08534
OFF-PEAK 0.08534
WINTER
AG-RB AG-RB PART-PEAK 0.07508
OFF-PEAK 0.07444
MAX 2.69000
PEAK 0.00000
SUMMER
PEAK 0.09072
OFF-PEAK 0.09072
AG-VA AG-VA WINTER
PART-PEAK 0.07701
OFF-PEAK 0.07637
1.98000
SUMMER
PEAK 0.08253
OFF-PEAK 0.08253
WINTER
AG-VB AG-VB PART-PEAK 0.07136
OFF-PEAK 0.07072
MAX 2.55000
PEAK 0.00000
SUMMER
PEAK 0.09196
OFF-PEAK 0.09196
AG-4-A AG-4-A WINTER
AG-4-D PART-PEAK 0.07912
OFF-PEAK 0.07848
1.94000
SUMMER
PEAK 0.10123
CONNECTED LOAD ($/HP)SUMMER
DEMAND CHARGE ($/KW)SUMMER
CONNECTED LOAD ($/HP)SUMMER
DEMAND CHARGE ($/KW)SUMMER
CONNECTED LOAD ($/HP)SUMMER
DEMAND CHARGE ($/KW)SUMMER MAX
Pioneer Community Energy
Electric Generation Rate Schedules
AGRICULTURAL CUSTOMERS
CONNECTED LOAD ($/HP)SUMMER MAX
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PG&E Rate Pioneer Rate Time of Use Period
Pioneer
Rates (Gen
Only)
Pioneer Community Energy
Electric Generation Rate Schedules
AGRICULTURAL CUSTOMERS
OFF-PEAK 0.10123
AG-4-B WINTER
AG-4-E AG-4-B PART-PEAK 0.08864
OFF-PEAK 0.08802
MAX 3.41000
PEAK 0.00000
SUMMER
PEAK 0.08393
PART-PEAK 0.08393
OFF-PEAK 0.07385
AG-4-C AG-4-C WINTER
AG-4-F PART-PEAK 0.07151
OFF-PEAK 0.07088
PEAK 3.60000
PART-PEAK 3.60000
SUMMER
PEAK 0.09788
OFF-PEAK 0.09788
AG-5-A AG-5-A WINTER
AG-5-D PART-PEAK 0.08682
OFF-PEAK 0.08618
5.35000
SUMMER
PEAK 0.09126
OFF-PEAK 0.09126
AG-5-B WINTER
AG-5-E AG-5-B PART-PEAK 0.08007
OFF-PEAK 0.07946
MAX 6.62000
PEAK 0.00000
SUMMER
PEAK 0.07494
PART-PEAK 0.07494
OFF-PEAK 0.06948
AG-5-C AG-5-C WINTER
AG-5-F PART-PEAK 0.06715
OFF-PEAK 0.06651
PEAK 7.43000
PART-PEAK 7.43000
SUMMER
PEAK 0.21689
AG-A1 AG-A1 OFF-PEAK 0.10918
WINTER
PEAK 0.10619
OFF-PEAK 0.08239
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
CONNECTED LOAD ($/HP)SUMMER
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
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PG&E Rate Pioneer Rate Time of Use Period
Pioneer
Rates (Gen
Only)
Pioneer Community Energy
Electric Generation Rate Schedules
AGRICULTURAL CUSTOMERS
SUMMER
PEAK 0.21689
AG-A2 AG-A2 OFF-PEAK 0.10918
WINTER
PEAK 0.10619
OFF-PEAK 0.08239
SUMMER
PEAK 0.23125
AG-B AG-B OFF-PEAK 0.12048
WINTER
PEAK 0.11568
OFF-PEAK 0.09210
SUMMER
PEAK 0.10532
OFF-PEAK 0.07879
AG-C AG-C WINTER
PEAK 0.09214
OFF-PEAK 0.06917
MAX 14.58000
SUMMER
PEAK 0.18505
AG-FA AG-FA OFF-PEAK 0.11562
WINTER
PEAK 0.10644
OFF-PEAK 0.08264
SUMMER
PEAK 0.20042
AG-FB AG-FB OFF-PEAK 0.12724
WINTER
PEAK 0.11639
OFF-PEAK 0.09258
SUMMER
PEAK 0.11153
OFF-PEAK 0.08452
AG-FC AG-FC WINTER
PEAK 0.09855
OFF-PEAK 0.07475
MAX 14.58000
DEMAND CHARGE ($/KW)SUMMER
DEMAND CHARGE ($/KW)SUMMER
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PG&E Rate Pioneer Rate Time of Use Period
Pioneer Rates
(Gen Only)
LS-1
LS-2
LS-3
OL-1
TC-1 TC-1 All 0.10130
Pioneer Community Energy
Electric Generation Rate Schedules
STREET AND OUTDOOR LIGHTING
STREET LIGHTING All 0.09410
1 https://www.newsdata.com/california_energy_markets/regulation_status/newsom-shakes-up-cpuc-caiso-leadership/article_ 1e1fe6b9-8261-4a07-b8c0-30e290280385.html
I BREAKING I
Newsom Shakes Up CPUC, CAISO Leadership
Linda Dailey Paulson
Feb 18, 2026
f in Iii
In a surprise announcement, California Gov. Gavin Newsom reconfigured the state's energy leadership by naming new appointees to the California Public Utilities Commission and the California Independent System Operator Board of Governors.
Current CPUC member John Reynolds
was named president of the agency
Feb. 18, replacing current CPUC Chair
Alice Busching Reynolds, who was
named to the CAISO Board of
Governors.
Christine Harada, undersecretary of the
California Government Operations
Agency, was named a new CPUC
member.
Busching Reynolds is due to leave the
CPUC "in late February," according to
the governor's office.
CPUC headquarters in San Francisco.
Jason Fordney
"From day one, Alice Reynolds has been one of my most trusted advisors on energy policy," Newsom said in a written statement. "Under her leadership, the CPUC brought online a record amount of clean energy, helping make California a global leader in cutting pollution, while advancing policies to lower costs for customers and more equitably distribute rates. Alice understands that our energy system has to be clean, safe, reliable, and affordable for Californians-and she has helped us deliver on all four while making the Golden State a beacon of innovation to the world." Meanwhile, CAISO Board of Governors member Joe Eto, whose term expired at the end of the year and who became chair of the CAISO board effective Jan. 1, was reappointed by Newsom.
CAISO spokesperson Jayme Ackemann told California Energy Markets following Newsom's announcement that CAISO is still sorting out what the appointments mean for the Board of Governors moving forward.
Board of Governors member Angelina Galiteva's term expired at the end of the year.
Despite this, she was elected as the body's new vice chair at its Dec. 18 meeting (California Energy Markets No. 1878). Galiteva was originally appointed to the Board of Governors on April 29, 2011, and is the body's longest-serving appointee.
Galiteva "stepped down," according to an X (formerly Twitter) post that CAISO made Feb. 19 at 12:10 p.m.
"We are deeply grateful for her 15+ years of dedicated leadership, including time as CAISO's first female board chair," the post says. "She helped guide the ISO through major transmission expansion, the launch and growth of the Western Energy Imbalance Market and the coming Extended Day-Ahead Market." A new vice chair will be voted on once the new board member is seated, Ackemann said, adding that when that will be is "a bit of a question mark. We're trying to confirm that." She said it is unclear whether the appointment is immediate or made on an interim basis, with formal confirmation by the State Senate to follow. "We expect additional details soon, including the effective date for Ms. Reynolds' transition," CAISO said in the social media post, "and we look forward to welcoming her to the Board as we continue our work to advance reliability and affordability for electricity customers across the West."
Newsom's office said that with the appointment of Harada "and its recent selection of Leuwam Tesfai as its new Executive Director, the CPUC is well-positioned for the work ahead."
In making the announcement, Newsom focused on lowering utility costs, building a system that withstands extreme weather, utility accountability, investing in clean energy and "fair, modern rate structures that reduce cost shifts and protect working families."
The next CPUC voting meeting is scheduled for Feb. 26 in Santa Maria. The next Board of Governors meeting is scheduled for March 4 and March 5.
Linda Dailey Paulson
Staff Writer - California Energy Markets
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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 eligible.
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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
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.
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GRC- General Rate Case - Proceedings used to address the costs of operating and maintaining the utility system and the allocation of those costs among customer classes. For California's three large IOUs, the GRCs are parsed into two phases. Phase I of a GRC determines the total amount the utility is authorized to collect, while Phase II determines the share of the cost each customer class is responsible and the rate schedules for each class. Each large electric utility files a GRC application every three years for review by the Public Advocates Office and interested parties and approval by the CPUC.
GWh - Gigawatt-hour - The unit of energy equal to that expended in one hour at a rate of one billion watts. One GWh equals 1,000 megawatt-hours.
IEP - Independent Energy Producers - California's oldest and leading nonprofit trade association, representing the interest of developers and operators of independent energy facilities and independent power marketers.
IOU - Investor Owned Utility- A private electricity and natural gas provider.
IRP- Integrated Resource Plan -A plan which outlines an electric utility's resource needs in order to meet expected electricity demand long-term.
kW - Kilowatt - Measure of power where power (watts)= voltage (volts) x amperage (amps) and 1 kW= 1000 watts
kWh - Kilowatt-hour - This is a measure of consumption. It is the amount of electricity that is used over some period of time, typically a one-month period for billing purposes. Customers are charged a rate per kWh of electricity used.
LCFS- Low Carbon Fuel Standard -A CARB program designed to encourage the use of cleaner low-carbon fuels in California, encourage the production of those fuels, and therefore, reduce greenhouse gas emissions.
LCR - Local (RA) Capacity Requirements -The amount of Resource Adequacy capacity required to be demonstrated in a specific location or zone.
LMP - Locational Marginal Price - Each generator unit and load pocket is assigned a node in the CAISO optimization model. The model will assign a LMP to the node in both the day- ahead and real time market as it balances the system using the least cost. The LMP is comprised of three components: the marginal cost of energy, congestion, and losses. The LMP is used to financially settle transactions in the CAISO.
Load - An end use device or customer that receives power from an energy delivery system. Load should not be confused with Demand, which is the measure of power that a load receives or requires.
See Demand.
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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).
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.
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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 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.
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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.