Pioneer Community Energy Board of Directors
March 19, 2026

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
March 19, 2026

REGULAR MEETING
3:00 PM
Pioneer Community Energy Board Room
2510 Warren Drive, Suite B, Rocklin, CA 95677
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.

Plf)NEER

COMMUNITY ENERGY
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 February 26, 2026 Regular Meeting. (ECKERT) b) FINANCE & ADMINISTRATION
Receive Fiscal Year 2025-26 Draft Monthly Financial Reports through January 2026. (KOEHN) c) FINANCE & ADMINISTRATION
Adopt Resolution to authorize the Chief Executive Officer to execute a second amendment to the agreement with Colantuono Highsmith Whatley, PC for an increase of $300,000 for a total contract amount not to exceed $650,000. (KOEHN)
III. REGULAR AGENDA
2) ADMINISTRATION
Power Prepay Bond (DISCUSSION-ECKERT)
Recommendation: Receive an overview of the long-term power prepay transaction. 3) ADMINISTRATION
Resolution Authorizing Teleconferencing as an Eligible Multijurisdictional Body (ACTION-GENERAL

COUNSEL)
Recommendation: Adopt Resolution authorizing Teleconferencing as an Eligible Multijurisdictional Body.
4) PROGRAMS
Authorize the Chief Executive Officer to Extend the AC Tune-Up Rebate Program to Commercial and Industrial Customers (ACTION- STASSI-VANACORE) Recommendation: Authorize the Chief Executive Officer to extend the AC Tune-Up Program to commercial and industrial customers.
5) PROGRAMS
Programs Update (DISCUSSION- STASSI-VANACORE)
Recommendation: Receive an update on Pioneer Community Energy’s Programs. 6) COMMUNICATIONS
Rates Messaging (DISCUSSION- STASSI-VANACORE)
Recommendation: Receive a presentation on messaging related to 2026 rates, the Power Charge Indifference Adjustment and Pacific Gas & Electric’s Base Services Charge.

IV. 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:

April 16, 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 March 19, 2026 regular meeting of the Pioneer Community Energy Governing Board was posted and available for public review on March 13, 2026 at the offices of Pioneer Community Energy, 2510 Warren Drive, Suite B, Rocklin, CA 95677; 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
February 26, 2026

MINUTES
Entry No. 1
Heard General Administrative Functions – Part I
Call to Order
Pioneer Community Energy Governing Board met in open session at 3:00 PM on February 26, 2026. 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; at remote location County of El Dorado, 330 Fair Lane, Building A, Placerville, California 95667; 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/.

A. Roll Call

Present: City of Auburn (Dowdin Calvillo), County of El Dorado (Parlin), City of Grass Valley (Ivy), City of Lincoln (Pearl), Town of Loomis (Ring), Nevada City (Petersen), City of Placerville (Carter), City of Rocklin (Janda).

Absent: County of Placer (DeMattei), County of Placer (Jones), City of Colfax (Lomen).

Director Parlin (County of El Dorado) participated by Zoom; the remote location was noticed on the meeting agenda as County of El Dorado, 330 Fair Lane, Building A, Placerville, California 95677; and, was open to the public.

Chair Dowdin Calvillo presided over the meeting.

Chair Dowdin Calvillo requested for General Counsel to provide a report at the March 19, 2026 meeting in regard to taking Board action on Senate Bill 707 allowing exemption for eligible multijurisdictional bodies.

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

C. Agenda Review
Reviewed and made no revision to the meeting agenda for February 26, 2026.

Director Lomen arrived prior to consideration of the Consent Agenda.

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

Pulled Item 1a, Minutes for Approval, for separate consideration.

Adopted Resolution 2026-5 Approving a Bill Credit Issuance in Response to Billing Errors and/or Disasters Policy.

DRAFT - ITEM 1a
DRAFT – February 26, 2026 – page 2
Adopted Resolution 2026-6 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.

MOTION: Pearl/Ring. Vote: 9:0:2
ROLL CALL: Carter, Dowdin Calvillo, Ivy, Janda, Lomen, Parlin, Pearl, Petersen, Ring.

No/Abstain: None.

Absent: DeMattei, Jones.

Entry No. 3
Approved the minutes of the January 15, 2026 Regular meeting as amended to show that Director Ring did not attend the meeting of January 15, 2026.

MOTION: Ring/Pearl. Vote: 9:0:2
ROLL CALL: Carter, Dowdin Calvillo, Ivy, Janda, Lomen, Parlin, Pearl, Petersen, Ring.

No/Abstain: None.

Absent: DeMattei, Jones.

Entry No. 4
Acknowledgement and Celebration of the Complete Payoff of the Term Loan Chief Executive Officer Eckert introduced the item and provided a summary of Pioneer’s process for securing a loan from an independent banking institution; expressed appreciation for the Board of Directors; and, introduced Anastasia Efstathiu, Corporate Lender, Columbia Bank (formerly known as Umpqua Bank), who expressed appreciation for Pioneer Community Energy and commended staff for their term loan early pay off resulting in nearly $2.2 million savings on interest costs and looks forward to working with Pioneer in future ventures.

Board Chair Dowdin Calvillo expressed appreciation of staff and to Anastasia Efstathiu and Columbia Bank; and acknowledged the payment in full of the Term Loan with a celebratory toast.

Vice Chair Janda also congratulated staff; provided a summary of Pioneer’s history of Placer County initiating the start of a Community Choice Aggregate and the outstanding start-up funds loaned from the County and Pioneer securing a loan from a banking institution to fully pay off the loan to the County, allowing Pioneer to function independently.

Entry No. 5
Appoint Members to Energy Procurement Review Committee, Audit & Finance Committee, and the Expansion Committee through January 2027
Chair Dowdin Calvillo waived the presentation and introduced the item by mentioning that there are several committees and the Board of Directors have been asked to serve on at least one committee; provided an overview of the committee composition as the Audit & Finance Committee is subject to the Brown Act; the Energy Procurement Review Committee is an ad hoc committee not subject to the Brown Act that is renewed each year; the Expansion Committee is an ad hoc committee to discuss expansion and is not expected to be very active this year due to the current expansion; and the Governance Committee which is subject to the Brown Act and comprised of the Board Chair, Board Vice Chair, and the Committee Chair from each of the committees.

In Director DeMattei’s absence, Chair Dowdin Calvillo confirmed that he was in agreement to serve on the Energy Procurement Review Committee.

DRAFT – February 26, 2026 – page 3
Directors reviewed and discussed the proposed committee assignments and recommended adding a seat to the Audit & Finance Committee as it is a Brown Act committee and it may ease the efforts in scheduling meetings with a quorum of members.

The Board appointed members to Pioneer Community Energy’s Audit & Finance Committee, Energy Procurement Review Committee, and Expansion Committee through January 2027 as proposed; and, added Director Lomen to the roster of the Audit & Finance Committee.

MOTION: Carter/Pearl. Vote: 9:0:2
ROLL CALL: Carter, Dowdin Calvillo, Ivy, Janda, Lomen, Parlin, Pearl, Petersen, Ring.

No/Abstain: None.

Absent: DeMattei, Jones.

The Pioneer Community Energy Governing Board Committees through January 2027 are as follows:

Audit & Finance Committee
Sean Lomen (Colfax), Richard Pearl (Lincoln), David Ring (Loomis), Gary Petersen (Nevada City), and Greg Janda (Rocklin).

Energy Procurement Review (ad hoc Committee not subject to the Brown Act) Alice Dowdin Calvillo (Auburn), Sean Lomen (Colfax), Anthony DeMattei (County of Placer), and Ryan Carter (Placerville).

Expansion ad hoc Committee (ad hoc Committee not subject to the Brown Act) Alice Dowdin Calvillo (Auburn), Lori Parlin (El Dorado County), Tom Ivy (Grass Valley), and Suzanne Jones (Placer County).

Governance Committee
Alice Dowdin Calvillo (Board of Directors Chair), Greg Janda (Board of Directors Vice Chair), vacant (Audit & Finance Committee Chair), vacant (Energy Procurement Review ad hoc Committee Chair), and vacant (Expansion ad hoc Committee Chair).

Entry No. 6
Adopt Resolution Amending the 2026 Governing Board Meeting Schedule (ACTION- ECKERT) Chair Dowdin Calvillo introduced the item and waived the presentation.

The Board discussed the option of moving meetings to the evening as afternoons may not be ideal in the future with added member agencies; and, discussed setting the annual calendar according to the regular schedule and refrain from rescheduling meetings.

The Board adopted Resolution 2026-7 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.

MOTION: Lomen/Pearl. Vote: 9:0:2
ROLL CALL: Carter, Dowdin Calvillo, Ivy, Janda, Lomen, Parlin, Pearl, Petersen, Ring.

No/Abstain: None.

Absent: DeMattei, Jones.

DRAFT – February 26, 2026 – page 4
Entry No. 7
Adopt Resolution Approving Fiscal Year 2025-26 Mid-Year Budget Adjustments Chief Executive Officer Eckert introduced the item and expressed appreciation for Brad Koehn, Director of Finance and Administration, who would be presenting a balanced Fiscal Year 2025-26 mid-year budget with proposed adjustments.

Brad Koehn, Director of Finance and Administration, acknowledged that the Audit & Finance Committee had reviewed and recommended the Fiscal Year 2025-26 mid-year budget adjustments as proposed; presented and discussed the proposed Fiscal Year 2025-26 mid-year budget adjustments.

Regarding funding Programs, Chief Executive Director Eckert provided background regarding a needed recruitment for a Programs Manager. To be confident in beginning that process, staff is requesting general direction and a longer term commitment from the Board for a budget that funds Programs with no less than one percent of the budget.

The Board discussed the proposed one percent fund allocation to Programs, the value-added services for customers, and to not prioritize rates and deprioritize programs. Many agreed to keep the funding no lower than one percent, some requested to keep the target funding at two percent with ability to adjust no lower than one percent. Also, discussed customer usage of programs in that not all customers take advantage of programs but all customers take advantage of rate savings.

Director Ivy requested update on GridGen generation revenue for Pioneer; and, Vice Chair Janda requested a future agenda item on cost of Programs and cost-neutral programs in place.

Chief Executive Officer Eckert confirmed that today’s approval is to move forward with the current budget adjustment for Fiscal Year 2025-26 Mid-Year. With that, he is confident in moving forward with recruitment for a new Programs Manager.

The Board adopted Resolution 2026-8 approving Fiscal Year 2025-26 Mid-Year budget adjustments as recommended.

MOTION: Lomen/Pearl. Vote: 9:0:2
ROLL CALL: Carter, Dowdin Calvillo, Ivy, Janda, Lomen, Parlin, Pearl, Petersen, Ring.

No/Abstain: None.

Absent: DeMattei, Jones.

Entry No. 8
Overview of the Base Services Charge
Chief Executive Director Eckert introduced the item as previously presented legislation on the “Income Graduated Fixed Charge” which is now become the Base Services Charge, a fixed charge which will be applied to Pacific Gas & Electric billing in March; and, introduced Chau Pham, Legislative & Regulatory Analyst, to present the item.

The Board received 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.

Directors discussed and raised their concerns regarding the Base Services Charge.

DRAFT – February 26, 2026 – page 5
Concerned that if this Base Services Charge was added for transmission then it may be possible to implement an added charge for generation in the future, which would directly affect Pioneer’s rates. Analyst Pham responded that it would require CPUC oversight.

Concerned that the Base Services Charge may disincentivize solar generation. Analyst Pham responded that the purpose of the Base Service Charge is to encourage electrification.

Concerned for Pioneer’s customers receiving the right message and requested that Pioneer’s messaging e added to the website and be clear in this fee being imposed by Pacific Gas & Electric for transmission and not affecting Pioneer’s generation rate. Chief Executive Officer Eckert confirmed that all CCAs are looking for good messaging and agreed that the messaging would be easily accessible on Pioneer’s website.

Entry No. 9
Heard General Administrative Function – Part II
Board Member Communications
Committee Chair Ring reported that the Audit & Finance Committee met on February 18, 2026. The Committee approved the meeting minutes of January 6, 2026; received and discussed an overview of Power Prepays with staff and presenter, Michael Berwanger from PFM Financial Advisors; received an overview of the proposed Fiscal Year 2025-26 Mid-Year Budget Adjustments, provided feedback to staff, and recommended staff present the proposed budget adjustments to the Board. The Committee will convene again in the spring to select officers, review the Power Pay Transaction, and provide feedback on the FY 2026-27 Operating Budget.

Board Chair Dowdin Calvillo extended congratulations to Pioneer Community Energy receiving the designation of “Great Place to Work” designation.

Chief Executive Officer Communications
Chief Executive Officer Eckert inquired about Board interest in attending a tour of Diablo Canyon which would probably be a two-day trip to be scheduled for late summer or early fall. The Board agreed to proceed with planning.

Chief Executive Officer Eckert expressed appreciation for Board Chair Dowdin Calvillo on a successful Lobby Day meeting with ten legislators.

Chief Executive Officer Eckert informed the Board of the 2026 Annual CalCCA Conference scheduled for May 12-14 in Sacramento; and, requested that Directors who are interested in attending to contact the Board Clerk no later than Monday for registration.

Items for Information
Received the Glossary of Terms.

Adjournment
The meeting adjourned at 4:12 PM.

Staff Report – Item 1b
To: The Governing Board
From: Linda Praseudsuk, Sr. Financial Analyst
Item 1b: Receive Fiscal Year 2025-26 Draft Monthly Financial Reports Through January 2026 Date: 3/19/2026

RECOMMENDATION
Receive Fiscal Year 2025-26 Draft Monthly Financial Reports through January 2026.

BACKGROUND
The Year-To-Date (YTD) financial reports are produced by Maher Accountancy for Board member and management review. Although these reports are unaudited, they provide the most up-to-date financial data for Pioneer Community Energy. The mPOWER program accepted its last application August 2021 and mPOWER activity is now limited to administering the outstanding mPOWER Bonds. Financials for the mPOWER program will be included in the audited year-end reports. For January 2026, the financial reporting package includes the following reports for the CCA Fund only:
• Statement of Net Position (Balance Sheet) – Accounting of Assets, Liabilities and Net Position as of the reporting period end date for the CCA program. • Statement of Revenues, Expenses, and Changes in Net Position (P&L) – Accounting of all revenues, expenses, and changes in net position on a YTD basis through the reporting period end date for the CCA program.
• Budgetary Comparison Schedule (Budget to Actuals) – Comparison of budget to actuals on a YTD basis through the reporting period end date for the CCA program.

STRATEGIC PLAN
Strategic Priority: Be Fiscally Strong and Resilient

FISCAL IMPACT
The YTD change in net position through seven months of the fiscal year is $14.2 million.

ATTACHMENTS

1. Financial Reports through January 31, 2026
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COMMUNITY ENERGY
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 January 31, 2026, and the related statement of revenues, expenses, and changes in net position for the seven 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
March 10, 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 53,072,337 $
Investments 133,368,204
Accounts receivable, net of allowance 22,803,863
Accrued revenue 8,544,188
Other receivables 1,899,281
Interest receivable 260,000
Prepaid expenses 2,157,439
Deposits 245,924
Total current assets 222,351,236
Noncurrent assets
Capital assets, net of depreciation and amortization 989,059 Deposits 795,538
Total noncurrent assets 1,784,597
Total assets 224,135,833

LIABILITIES
Current liabilities
Accrued cost of electricity 23,364,112
Accounts payable 1,080,008
Other accrued liabilities 1,214,762
Lease liability 130,820
Supplier security deposits 312,000
Total current liabilities 26,101,702
Noncurrent liabilities
Lease liability 690,653
Total noncurrent liabilities 690,653
Total liabilities 26,792,355

NET POSITION
Net investment in capital assets 167,586
Unrestricted net position 197,175,892
Total net position 197,343,478 $

PIONEER COMMUNITY ENERGY

STATEMENT OF NET POSITION
As of January 31, 2026

CCA PROGRAM
See accountants' compilation report. 2
CCA Program

OPERATING REVENUES
Electricity sales, net 140,864,578 $
Other income 35,999
Total operating revenues 140,900,577

OPERATING EXPENSES
Cost of electricity 122,204,244
Contract services 3,716,103
Staff compensation 3,081,227
Other operating expenses 1,493,217
Depreciation and amortization 110,072
Total operating expenses 130,604,863
Operating income (loss) 10,295,714

NONOPERATING REVENUES (EXPENSES)
Investment income 3,995,345
Interest expense (46,969)
Nonoperating revenues (expenses), net 3,948,376
CHANGE IN NET POSITION 14,244,090
Net position at beginning of period 183,099,388
Net position at end of period 197,343,478 $
Seven Months Ended January 31, 2026

AND CHANGES IN NET POSITION

STATEMENT OF REVENUES, EXPENSES

CCA PROGRAM

PIONEER COMMUNITY ENERGY
See accountants' compilation report. 3
Participation Rates – January 2026
Participation Rate January 2026 January 2025
AUBURN INC 85.72% 85.57%
COLFAX INC 87.97% 87.69%
GRASS VALLEY INC 96.36% 96.85%
LINCOLN INC 83.11% 82.66%
LOOMIS INC 87.21% 87.08%
NEVADA CITY INC 97.91% 97.86%
PLACERVILLE INC 85.91% 85.40%
ROCKLIN INC 90.45% 90.19%
UNINC EL DORADO CO 79.81% 79.72%
UNINC PLACER CO 84.93% 84.67%
Grand Total 84.46% 84.22%
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COMMUNITY ENERGY
Total Pioneer Customers(# of Accounts)
200,000
180,000 172,310 176,715
160,000
140,000
120,000
100,000
80,000
60,000
40,000
20,000
0 January 2025 January 2026
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 seven months ended January 31, 2026, 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
March 10, 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 $ 144,797,564 $ 142,745,102 $ (2,052,462) 99% $ 215,101,717 $ 72,356,615 Green100 Sales 69,267 47,170 (22,097) 68% 147,684 100,514 Congestion Revenue Rights and Battery Optimization 6,154,088 6,647,825 493,737 108% 8,700,000 2,052,175 Less Uncollectible Accounts (1,955,702) (1,927,695) 28,007 99% (2,905,867) (978,172) Total Operating Revenues 149,065,217 147,512,402 (1,552,815) 221,043,534 73,531,132

ENERGY EXPENSES
Power Supply 134,329,974 128,852,069 (5,477,905) 96% 206,171,746 77,319,677 GROSS MARGIN 18,660,333 14,735,243 3,925,090 14,871,788 (3,788,545)

OPERATING EXPENSES
Administration
Compensation 524,617 444,410 (80,207) 85% 942,200 497,790 Contract services 606,677 97,325 (509,352) 16% 999,830 902,505 Operating expenses 540,658 513,141 (27,517) 95% 841,770 328,629 Total Administration expenses 1,671,951 1,054,876 (617,075) 63% 2,783,800 1,728,924 Finance
Compensation 649,601 612,989 (36,612) 94% 1,145,745 532,756 Contract services 351,111 232,938 (118,173) 66% 596,000 363,062 Operating expenses 159,216 175,253 16,037 110% 307,025 131,772 Total Finance expenses 1,159,928 1,021,180 (138,748) 88% 2,048,770 1,027,590 Power Procurement
Compensation 678,929 616,696 (62,233) 91% 1,199,593 582,897 Contract services 1,080,432 852,187 (228,245) 79% 2,289,187 1,437,000 Operating expenses 313,708 232,041 (81,667) 74% 369,500 137,459 Total Power Procurement expenses 2,073,070 1,700,924 (372,146) 82% 3,858,280 2,157,356 Customer Care
Compensation 401,392 417,048 15,656 104% 691,672 274,624 Contract services 1,674,167 1,727,445 53,278 103% 2,870,000 1,142,555 Operating expenses 156,654 135,421 (21,233) 86% 159,050 23,629 Total Customer Care expenses 2,232,213 2,279,914 47,701 102% 3,720,722 1,440,808 Marketing & Communications
Compensation 465,683 378,353 (87,330) 81% 862,599 484,246 Contract services 141,667 60,111 (81,556) 42% 300,000 239,889 Operating expenses 266,400 178,045 (88,355) 67% 612,400 434,355 Total Marketing & Communications expenses 873,749 616,509 (257,240) 71% 1,774,999 1,158,490 Legislative & Regulatory
Compensation 519,558 478,673 (40,885) 92% 912,100 433,427 Contract services 222,689 157,063 (65,626) 71% 357,807 200,744 Operating expenses 15,517 12,298 (3,219) 79% 30,600 18,302 Total Legislative and Regulatory expenses 757,764 648,034 (109,730) 86% 1,300,507 652,473 Programs
Compensation 269,248 133,061 (136,187) 49% 461,568 328,507 Contract services 47,222 9,750 (37,472) 21% 700,000 690,250 Operating expenses 700,089 675,919 (24,170) 97% 990,926 315,007 Total Programs expenses 1,016,560 818,730 (197,830) 81% 2,152,494 1,333,764 Total Operating Expenses 9,785,234 8,140,167 (1,645,067) 83% 17,639,572 9,499,405 OPERATING INCOME (LOSS) 10,520,166 4,950,009 5,570,157 (2,767,784) (13,287,950)

NON-OPERATING REVENUES (EXPENDITURES)
Investment gains (losses) 3,641,838 3,995,345 353,507 110% 5,550,000 1,554,655 Miscellaneous income - 36,000 36,000 - (36,000)
Term Loan Debt Service (950,000) (534,466) 415,534 56% (950,000) (415,534) Additional Term Loan Principal (700,000) (1,075,279) (375,279) 0% (700,000) 375,279 Line/Letter of Credit Fees (750,000) (267,227) 482,773 36% (750,000) (482,773) Nonoperating revenues (expenditures), net 1,241,838 2,154,373 912,535 3,150,000 995,627 Contribution to/(from) Reserves 6,191,847 $ 12,674,539 $ 6,482,691 $ 382,216 $ (12,292,323) $

BUDGETARY COMPARISON SCHEDULE
Seven Months Ended January 31, 2026

PIONEER COMMUNITY ENERGY

CCA PROGRAM

Staff Report – Item 1c
To: The Governing Board
From: Eric Acedo, Senior Financial Analyst
Item 1c: Adopt Resolution to Authorize the Chief Executive Officer to Execute a Second Amendment to the Agreement with Colantuono Highsmith Whatley, PC for an Increase of $300,000 for a Total Contract Amount Not to Exceed $650,000 Date: 3/19/2026

RECOMMENDATION
Adopt resolution to authorize the Chief Executive Officer to execute a second amendment to the agreement with Colantuono Highsmith Whatley, PC for an increase of $300,000 for a total contract amount not to exceed $650,000.

BACKGROUND
After completing a Request for Proposals (“RFP”) process in March 2024, Colantuono Highsmith Whatley, PC (“CHW Law”) was selected as Pioneer’s General Counsel. At the May 25, 2024 Governing Board meeting, the Board approved a contract with CHW Law for an amount not to exceed $150,000. On June 19, 2025, the Board approved the first amendment to the agreement with CHW Law to allow $200,000 in additional funding, for a total not-to-exceed amount of $350,000.

Pioneer seeks approval of this second amendment to allow additional funding sufficient for continued services through June 30, 2027 for a total not-to-exceed amount of $650,000.

Staff recommend continued services with Colantuono Highsmith Whatley, PC based on their special counsel work with CCAs, CCCFA, and other JPAs. The firm also maintains offices in Pioneer’s service territory and provides general counsel services to two of Pioneer’s member agencies.

ANALYSIS & DISCUSSION
The scope of work is included in Exhibit A to the original Agreement with Colantuono Highsmith Whatley, PC and is attached for reference. The scope of work includes:
• Attendance at the monthly Pioneer Governing Board meetings and any committee and special meetings, workshops required by Chief Executive Officer or Chair of the Board. • Brown Act, Conflict of Interest and Public Records Act advice and representation. • Advice to the Chief Executive Officer and designated staff on administrative and operational matters.
• Research and advise on legal questions asked by the Governing Board, Chief Executive Officer, and designated staff.
• Provide prompt responses and have availability for consultation and to render written opinions on given issues related to Pioneer business in a timely manner. • Prepare or review all resolutions, consultant and vendor contracts, deeds, leases, agreements, easements, and all other legal documents as requested by the Chief Executive Officer or staff. • Legal compliance research, analysis, advice, and dispute resolution related to labor/personnel, real estate, insurance coverage, and other specialized services as required. • Litigation services, including but not limited to advice, representation, personnel guidance, and other services as required.

Plf)NEER

COMMUNITY ENERGY
Agenda Item: 1c Agenda Date: 3/19/2026

STRATEGIC PLAN
The recommendation supports the Strategic Goal to “Achieve Operational Optimization."

FISCAL IMPACT
The cost of the general and special legal services provided by the firm will vary based on Pioneer’s needs but is expected to not exceed $300,000 through June 30, 2027.

ATTACHMENTS

1. Resolution to Authorize the Chief Executive Officer to Execute a Second Amendment to the Agreement with Colantuono Highsmith Whatley, PC for an Increase of $300,000 for a total contract amount not to exceed $650,000.

2. Original Agreement between Pioneer and Colantuono Highsmith Whatley, PC.

3. First Amendment to the Agreement with Colantuono Highsmith Whatley, PC.

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 March 19, 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”) desire General and Special Legal Services; and
WHEREAS, Pioneer issued a Request for Proposals (“RFP”) for legal services during January 2024; and
WHEREAS, Colantuono Highsmith Whatley, PC was selected as Pioneer’s General Counsel as a result of Pioneer’s RFP process; and
WHEREAS, Pioneer Community Energy and Colantuono Highsmith Whatley, PC entered into a Consultant Services Agreement for general counsel services on May 1, 2024 (“Original Agreement”), wherein Colantuono Highsmith Whatley, PC agreed to provide legal counsel services to Pioneer, with compensation not-to-exceed $150,000; and WHEREAS, Pioneer and Colantuono Highsmith Whatley, PC first amended the Original Agreement on June 19, 2025 to increase the total not-to-exceed amount by $200,000 to a total of $350,000; and
WHEREAS, Pioneer and Colantuono Highsmith Whatley, PC desire to further amend the Original Agreement to increase the total not-to-exceed amount by $300,000 to a total of $650,000.

In the matter of: RESOLUTION TO AUTHORIZE THE

CHIEF EXECUTIVE OFFICER TO EXECUTE A

SECOND AMENDMENT TO THE AGREEMENT WITH

COLANTUONO HIGHSMITH WHATLEY, PC FOR AN
INCREASE OF $300,000 FOR A TOTAL CONTRACT
AMOUNT NOT TO EXCEED $650,000.

Resolution 2026-__
March 19, 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 hereby approves the Amendment to the Consultant Services Agreement with Colantuono Highsmith Whatley, PC, as attached hereto as Exhibit “A”, and authorizes the Chief Executive Officer to execute the Second Amendment on behalf of Pioneer Community Energy with any minor clerical or clarifying changes proposed by the Chief Executive Officer and General Counsel.

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

Exhibit A: Second Amendment to Consultant Services Agreement with Colantuono Highsmith Whatley, PC.

Docusign Envelope ID: 472FE95C-1 BDA-82EB-8327-0CA755DE0FFD Administering Agency:

Contract Description:

Pioneer Community Energy
Legal Services

CONSUL TANT SERVICES AGREEMENT
AMENDMENT NO. 2
THIS AGREEMENT, originally executed May 1, 2024, by and between the Pioneer Community Energy ("Pioneer"), and Colantuono, Highsmith & Whatley, PC ("Consultant"), is hereby amended as described below:
• Section 2 - Payment is amended to say:

The amount of the contract shall not exceed Six Hundred Fifty Thousand Dollars ($650,000.00).
• Exhibit B - Payment for Services Rendered is amended to say:

Maximum Limit & Fee Schedule
The total amount for services rendered not to exceed $650,000.00.

Unless expressly amended in this Amendment, all provisions, conditions, covenants, and terms of the Consultant Services Agreement shall remain in full force and effect.

Executed as of the last date indicated below:

PIONEER COMMUNITY ENERGY
By: __________ _ Date:

Name: Donald Eckert
Title: Chief Executive Officer

COLANTUONO, HIGHSMITH & WHATLEY, PC
[£"'•"'"''
By: Y~!, .. ~/1.l,\, Date: 3/11/2026
Name: David Ruderman
Title: Assistant Secretary
399710.1
Administering Agency: Pioneer Community Energy
Contract No.

Contract Description: Legal Services

CONSULTANT SERVICES AGREEMENT
THIS AGREEMENT is made at Rocklin, California, as of May 1 , 2024, by and between Pioneer Community Energy, ("Pioneer"), and Colantuono, Highsmith & Whatley, PC ("Consultant"), who agree as follows:

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

2. Payment. Pioneer shall pay Consultant for services rendered pursuant to this Agreement at the time and in the amount set forth in Exhibit B. The payment specified in Exhibit B shall be the only payment made to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all billings for said services to Pioneer in the manner specified therein, or, 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 One-Hundred and Fifty Thousand Dollars ($150,000).

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

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

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

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

7. Licenses; Permits.,, Etc. Consultant represents and warrants to Pioneer that it has all licenses, permits, qualifications, and approvals of whatsoever nature, which are legally required for Consultant to practice its profession. Consultant represents and warrants to Pioneer that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the tenn of this Agreement, any licenses, permits, and approvals which are legally required for Consultant to practice its profession at the time the services are performed. 352038.2

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

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

I 0. Insurance. Consultant shall file with Pioneer concurrently herewith a Ce1tificate oflnsurance, in companies acceptable to Pioneer, with a Best's Rating ofno less than A-:VII, for the coverage shown in Exhibit D. All costs of complying with these insurance requirements shall be included in Consultant's fee(s). These costs shall not be considered a "reimbursable" expense under any circumstances.

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

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

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

13. Personnel.

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

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

I 4. Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession. All products of whatsoever nature which Consultant delivers to Pioneer pursuant to this Agreement shall be prepared in a substantial first class and workmanlike manner and conform to the standards or quality normally observed by a person practicing in Consultant's profession.
352038.2

15. Termination.

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

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

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

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

18. Reconls. Consultant shall maintain, at all times, complete detailed records with regard to work performed under this agreement in a fonn acceptable to Pioneer, and Pioneer shall have the right to inspect such records at any reasonable time. Notwithstanding any other tenns of this agreement, no payments shall be made to Consultant until Pioneer is satisfied that work of such value has been rendered pursuant to this agreement. However, Pioneer shall not unreasonably withhold payment and, if a dispute exists, the withheld payment shall be proportional only to the item in dispute.
352038.2
Pioneer agrees that Consultant may, in Consultant's discretion, maintain all or part of Pioneer's client file in electronic format. Consultant may store part or all of Pioneer's documents using secure cloud storage services. If so, Consultant will apply all reasonable methods to maintain the confidentiality of Pioneer's files, just as it does for Pioneer's non-digital information. Pioneer's data will be password protected and encrypted using currently available technology. Clients requiring information from their files may obtain that information only by written request to Consultant.

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

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

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

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

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 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 tennination 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 352038.2
California Code of Civil Procedure §394 that may have allowed it to transfer venue to another jurisdiction.

25. Notification. Any notice or demand desired or required to be given hereunder shall be in writing and deemed given when personally delivered or deposited in the mail, postage prepaid, and addressed to the parties as follows:
352038.2
PIONEER COMMUNITY ENERGY:

Pioneer Community Energy
Attn: Eric Acedo
25 10 Warren Drive Suite B
Rocklin, CA 95677
Fi nance(a).pioneercommun ityenergy .org
Phone: (9 16) 75 8-8943
CONSULT ANT:

David J. Ruderman, Esq.

Colantuono, Highsmith & Whatley, PC
420 Sierra College Dr., Suite 140
Grass Valley, CA 95945
[email protected]
Phone: (530) 432-7357
Any notice so delivered personally shall be deemed to be received on the date of delive1y, and any notice mailed shall be deemed to be received five (5) days after the date on which it was mailed.

Executed as of the day first above stated:

PIONEER COMMUNITY ENERGY
By:

Printed Name/Title:

E-SIGNED by Donald Eckert
on 2021-04-29 16:10:31 PDT
Donald Eckert
Approved as to Form - General Counsel:

By:

Printed Name/Title:

E-SIGNED by Patrick Enright
on 2024::04-29 17:28:10 PDT
Patrick Enright
Chief Executive Officer
General Counsel

COLANTUONO, HIGHSMITH & WHATLEY, PC
By:

E-SIGNED by David Ruderman
on 2P24~04-29 15:51 :45 PDT
Name: David Ruderman
Title: Attorney
*ff 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
352038.2
General Counsel services include:

EXHIBIT A

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

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

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

EXHIBITB

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

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

Standard Rate General Counsel Special Counsel Litigation Rate Rate Rate
Shareholders and Senior $450-$605 $325 $375 $395
Contract Attorneys
15th Year and more Senior $450-$605 $325 $375 $395
Associates
10th-14th Year Associates $425-$450 $325 $375 $395
9th Year Associates $420 $325 $375 $395
8th Year Associates $405 $325 $375 $395
7th Year Associates $365 $325 $365 $365
5th Year Associates $330 $325 $330 $330
5th Year Associates. $315 $315 $315 $315
4th Year Associates $300 $300 $300 $300
3rd Year Associates $290 $290 $290 $290
2nd Year Associates $280 $280 $280 $280
1st Year Associates $235 $235 $235 $235
Law Clerks/Paralegals $225/$200 $225/$200 $225/$200 $225/$200 Legal Assistants $155-180 $155-180 $155-180 $155-180
352038.2
Invoices
Invoices shall include a list of work performed by billable hour including date, hours and services provided.

Work performeti by Consultant will be subject to final acceptance by Pioneer.

Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses; provided however that in-house copies may be reimbursed at $0.20 per page and outgoing faxes at $1 per page. Travel expenses must be authorized in advance in writing by Pioneer. In the event travel is needed, Consultant will charge only one-half the discounted rate for travel to and from Pioneer's headquarters from our Grass Valley office for General Counsel services. Mileage is subject to reimbursement at the IRS rate.

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

EXHIBIT C

FACILITIES, EQUIPMENT, AND OTHER

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

NOT APPLICABLE
352038.2

1. EXHIBITD

HOLD HARMLESS AGREEMENT

AND INSURANCE REQUIREMENTS

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

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

2. INSURANCE:

CONSULT ANT 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.

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

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

Cancellation Notice - "This policy shall not be changed without first giving thirty (30) days prior written notice and ten (10) days prior written notice of cancellation for non-payment of premium to Pioneer Community Energy".

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

4. GENERAL LIABILITY INSURANCE:

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

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

C. If CONSULT ANT carries a Comprehensive General Liability policy, the limits of liability shall not be less than a Combined Single Limit for bodily injury, property damage, and Personal Injury Liability of:

One million dollars ($1,000,000) each occurrence
➔ Two million dollars ($2,000,000) aggregate
D. If CONSULTANT carries a Commercial General Liability (Occurrence) policy:
(I) The limits of liability shall not be less than:

One million dollars ($1,000,000) each occurrence (combined single limit for bodily injury and property damage)
One million dollars ($1,000,000) for Products-Completed Operations ➔ Two million dollars ($2,000,000) General Aggregate
(2) If the policy does not have an endorsement providing that the General Aggregate Limit applies separately, or if defense costs are included in the aggregate limits, then the required aggregate limits shall be two million dollars ($2,000,000).

E. Special Claims Made Policy Fonn Provisions:

CONSUL TANT 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:
( l) The limits of liability shall not be less than:

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

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

5. ENDORSEMENTS:

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

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

9. Privacy and cybersecurity liability (including costs arising from data destrnction, hacking or intentional breaches, crisis management activity related to data breaches, and legal claims for security breach, privacy violations, and notification costs of at least $1,000,000 US per occurrence.

ADDlTIONAL REQUIREMENTS:

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

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

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

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

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

Administering Agency:

Contract Description:

Pioneer Community Energy
Legal Services

CONSUL TANT SERVICES AGREEMENT
AMENDMENT NO. 1
THIS AGREEMENT, originally executed May 1, 2024, by and between the Pioneer Community Energy ("Pioneer"), and Colantuono, Highsmith & Whatley, PC ("Consultant"), is hereby amended as described below:
• Section 2 - Payment is amended to say:

The amount of the contract shall not exceed Three Hundred Fifty Thousand Dollars ($350,000.00).
• Exhibit B - Payment for Services Rendered is amended to say:

Maximum Limit & Fee Schedule
The total amount for services rendered not to exceed $350,000.00.

Unless expressly amended in this Amendment, all provisions, conditions, covenants, and terms of the Consultant Services Agreement shall remain in full force and effect.

Executed as of the last date indicated below:

PIONEER COMMUNITY ENERGY
E-SIGNED by Donald Eckert
By: on 2025-06-27 14:12:59 PDT
Name: Donald Eckert
Title: Chief Executive Officer
Date: June 21, 202s

COLANTUONO, HIGHSMITH & WHATLEY, PC
E-SIGNED by David Ruderman
By: on 2025°06-02 20:37:14 PDT
Name: David Ruderman
Title: Assistant Secretary
399710.1
Date: June 02, 2025

Staff Report – Item 2
To: The Governing Board
From: Donald Eckert Jr., Chief Executive Officer
Item 2: Power Prepay Bond
Date: 3/19/2026

RECOMMENDATION
Receive an overview of the long-term power prepay transaction.

AUDIT & FINANCE COMMITTEE
At the February 18, 2026, Audit & Finance Committee, the committee received a presentation from Pioneer Community Energy’s (“Pioneer”) financial advisor, Michael Berwanger. The presentation provided an overview of the transaction.

BACKGROUND
At the October 20, 2022, Governing Board meeting, the Board adopted resolution authorizing the staff to execute Pioneer’s first energy prepayment transaction. Subsequently, in early December, market conditions were favorable to issue the bonds for Pioneer to receive a significant discount in the Power Purchase Agreements (“PPAs”) assigned to the transaction. Pioneer has been realizing approximately $2 million per year in reduced power supply costs.

Pioneer has recently executed several long-term PPAs in preparation for serving the expansion electrical load beginning in October 2027. Many of these recent PPAs qualify for assignment into a prepay transaction.

ANALYSIS & DISCUSSION
Transaction Overview
An energy prepayment (“Prepay”) is a long-term financial transaction available to municipal utilities and tax-exempt entities such as Community Choice Aggregators (“CCA”) that enables a significant power procurement cost savings opportunity. Utilizing the municipal bond market, a tax-exempt Load Serving Entity (CCA, called “Prepay Buyer”) and a taxable financial counterparty (bank, called “Prepay Supplier”) enter into a 30-year agreement through which the Prepay Buyer assigns existing power supply contracts to the Prepay Supplier. The Prepay Supplier pays the contract price to the PPA provider, while the Prepay Buyer pays the Prepay Supplier at a discounted rate. The discounted rate is agreed upon in the prepay documents and is based in part on the spread between the taxable and tax-exempt bond interest rates. The market availability of this interest rate spread is critical to the savings opportunity available to the Prepay Buyer through a prepay.

Tax-exempt bonds are issued by a third-party conduit to raise funds for the prepay transaction, which flow to the Prepay Supplier. The Prepay Buyer performs a limited assignment of the PPA to the Prepay Supplier. The Prepay Buyer is required to continue to perform under the contract, while maintaining rights on the electricity and renewable attributes under the PPA. The Prepay Supplier utilizes the bond funds and provides a discount on the PPA to the Prepay Buyer based on the spread between the taxable and tax-exempt rates. The discount is expected in the 8-12% range but is subject to change based on market conditions. The flow chart on the next page illustrates the basics of the transaction.

Plf)NEER

COMMUNITY ENERGY
Agenda Item: 2 Agenda Date: 3/19/2026

The total combined notional value of the assigned contracts flowing through the prepay over the 30 years in typically in the range of $300 million to over $1 billion; these contracts can be long-term renewable PPAs or commodity supply contracts. While the contracts are assigned to the Prepay Supplier, the Prepay Buyer continues to ultimately take and pay for all the energy and attributes delivered through the contract; all other terms of the PPA remain unchanged. If the prepay transaction terminates early for any reason – either the Prepay Supplier or the Prepay Buyer fail to perform – the CCA forgoes future savings and the assigned PPA is put back completely to the CCA.

Two key features of the municipal bonds utilized in the prepay greatly reduces risk to the CCA:

1. The bonds are non-recourse to the CCA, meaning they are neither secured nor guaranteed by the CCA and the CCA will at no point be responsible for repaying the bonds.

2. Prepays are off-balance sheet for the CCA and the bonds are issued by a third-party conduit.

The goal of prepays is to save ratepayers money while maintaining both (a) the economics for the PPA provider and (b) the terms of the energy supply contract. They have been utilized by municipal utilities for natural gas transactions in the United States since the early 1990’s, with over 90 transactions completely nationwide ($50+ billion). The same tax law and similar transaction structure that enables natural gas prepays enables the transaction for electricity, and specifically renewable energy contracts, creating an opportunity for CCA’s to provide renewable energy at a lower cost than the Investor-Owned-Utility competition.

Parties of the Transaction
The prepay transaction require the selection and involvement of multiple parties. Names, if known, and functions are as follows:
• Prepay Buyer - Pioneer
o Role: Provide energy contracts to flow through prepay and receive a discount on the contract price.
• Prepay Seller - Goldman Sachs. Note: Pioneer will not issue a solicitation for an investment bank on this prepay. Goldman Sachs has the most experience with these type of transactions with CCAs, they offer flexibility such as front-loading the savings which would be beneficial for Pioneer during 2026, and because they were the investment bank for Pioneer’s first prepay, they can leverage the two prepays to Pioneer’s advantage.
o Role: Structure transaction and pay contract price to PPA provider. • Financial Advisor - Michael Berwanger of PFM is already under contract as Pioneer’s financial advisor. o Role: Advise Pioneer in negotiations; recommended by Municipal Securities Ratemaking Board. • Bond Counsel - Represent Bondholders.
• Tax Counsel - Provide tax opinion on transaction.
• Prepay Counsel - Hall Energy already under contract with Pioneer.

PREPAY BUYER
(CCA)

NON-RECOURSE

TAX EXEMPT
BONDS
EXISTING PPA's
TO BE

ASSIGNED

MUNICIPAL

CONDUIT

EXISTING PPA

COUNTERPARTY
PREPAY

SUPPLIER
(BANK)

CONTRACT PRICE LESS DISOUNT
MWh's + REC's

CONTRACT PRICE
PREPAYMENT $
MWh's + REC's + DEBT

SERVICE
BOND

PROCEEDS
DEBT

SERVICE
CONTRACT PRICE MWh's + REC's I l
◄----------------------------------
Agenda Item: 2 Agenda Date: 3/19/2026

o Role: Represent Pione’s interest, supporting drafting and negotiating terms of prepay agreement and associated energy supply agreements.
• Disclosure Counsel - Prepare Official Statement/Prospectus. • Bond Issuer - California Community Choice Financing Authority (“CCCFA”). Pioneer became an associate member of CCCFA for the first prepay and will utilize CCCFA again for this transaction. • Rating Agency - Provide a credit rating to the bonds.

Timeline
Since the launch of Pioneer’s first prepay, awareness amongst the power supply community of these transactions has grown reducing the education time needed to compete assignment of contract language with power suppliers. This affords Pioneer to have an aggressive timeline to bring this to the Board for approval in the May Board meeting and ready for market in June of this year. The following is a high-level schedule:

STRATEGIC PLAN
The recommendation supports the following strategic goals:

1. Be Fiscally Strong and Resilient

2. Achieve Operational Optimization

3. Provide an Exceptional Customer Experience

FISCAL IMPACT
The financial benefit upon execution of this transactions is to achieve an 8-12% discount per year on power quantities delivered under the prepay, compare to the price in the assigned contract. However, the exact discount will be dependent on the spread between taxable and tax-exempt debt rates.

The professional service fees will be the most significant cost with this transaction. These fees will be structured as contingent fees paid out of the proceeds of the prepay transaction upon the successful execution of the transaction.

ATTACHMENTS

1. There are no attachments to the report.

February March April May June July
Kick-Off discussion with Goldman
Sachs <=====>
Presentation to Audit & Finance
Committee <=====>
Introduction of Transaction to the
Board <=====>
Completion of Professional Service
Agreements <=====>
Final Documents Presented to the
Board for Consideration <=====>
Approval of CCCFA to Issue Bonds <=====>
Take Bonds to Market <=====>
Start Receiving Savings <=====>
438432.1 Page 1 of 2
Staff Report – Item 3
To: The Governing Board
From: David J. Ruderman, General Counsel
Item 3: Resolution Authorizing Teleconferencing as an Eligible Multijurisdictional Body Date: 3/19/2026

RECOMMENDATION
Adopt a Resolution Authorizing Teleconferencing as an Eligible Multijurisdictional Body.

BACKGROUND
Senate Bill 707 (SB 707) amended the Brown Act to expand the exemptions allowing Board members to attend meetings remotely including an exemption for “eligible multijurisdictional bodies.” Pioneer Community Energy’s Board qualifies as a “eligible multijurisdictional body” because it is a legislative body that includes appointed representatives from more than one county and city and is subject to the Brown Act.

ANALYSIS & DISCUSSION
Before Board members can invoke this exemption to attend meetings remotely, SB 707 requires the Board to adopt a resolution at a regular meeting in open session authorizing it to use teleconferencing as an “eligible multijurisdictional body.” The accompanying Resolution accomplishes this requirement. If adopted, it will allow each Board member to appear at Board meetings remotely at a private location (i.e., where the public is not allowed to attend) up to two times a year if the Board member is located more than 20 miles from any physical Pioneer meeting location. A quorum of the Board must be physically present in one or more locations that are open to the public within Pioneer’s boundaries.

The accompanying Resolution outlines the following rules required to invoke this exemption:

1. The agenda for the teleconferenced Board meeting must (i) identify each Board member who plans to participate remotely and (ii) identify and include an opportunity for the public to attend the meeting and provide public comment via a call-in or internet-based service option.

2. The Board member attending remotely shall participate using audio-visual technology.

3. At least a quorum of Board members shall participate from one or more physical locations that are open to the public and within the boundaries of Pioneer's jurisdiction.

4. The Board member attending remotely shall be more than 20 miles each way from any physical location of the meeting that is open to the public and within the boundaries of Pioneer's jurisdiction.

5. Each Board member shall not participate remotely at more than two meetings per year.

6. A Board member shall not participate remotely if they receive compensation for their services on the Board, excluding reimbursement for actual and necessary expenses.

7. A Board member who participates from a remote location must disclose, before any action is taken, whether any other individuals 18 years of age or older are present in the room at the remote location, and the general nature of the Board member's relationship with the individual(s).

8. In the event of a disruption that prevents the Board from broadcasting the meeting to members of the public using the call-in option or internet-based service option, or in the event of a disruption Plf)NEER

COMMUNITY ENERGY
Agenda Item: X Agenda Date: 3/20/2025
438432.1 Page 2 of 2
within Pioneer's control that prevents members of the public from offering public comments using the call-in option or internet-based service option, the Board shall take no further action on items appearing on the meeting agenda until public access to the meeting via the call-in option or internet-based service option is restored.

9. The Board must provide reasonable time to members of the public participating remotely to provide public comment via the call-in option or internet-based service option.

10. The minutes of a meeting at which a Board member participates remotely pursuant to this authority must identify (i) the members(s) participating remotely and (ii) the specific provision of law (Gov.

Code § 54953.8.7) relied upon to permit participation by teleconferencing.

11. All votes taken during a teleconference meeting shall be by rollcall.

STRATEGIC PLAN
The recommendation supports the “Operational Optimization” goal.

FISCAL IMPACT
There is no fiscal impact from the recommendation.

ATTACHMENTS

1. Resolution Authorizing Teleconferencing as an Eligible Multijurisdictional Body 3 3/19/2026
Before the Governing Board of
Pioneer Community Energy
In the matter of: RESOLUTION OF THE

GOVERNING BOARD OF PIONEER

COMMUNITY ENERGY AUTHORIZING

THE USE OF TELECONFERENCING FOR

BOARD MEETINGS AS AN ELIGIBLE

MUL TIJURISDICTIONAL BODY
Resolution No.: ____ _
The following Resolution was duly passed by the Governing Board of Pioneer Community Energy at a regular meeting held March 19, 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 Ralph M. Brown Act (Gov. Code, § 54950 et seq.) permits local legislative bodies to use teleconferencing for public meetings, subject to specified conditions; WHEREAS, Senate Bill 707 (2025) reorganized and expanded Brown Act teleconferencing provisions, including adding Government Code sections 54953.8 through 54953.8.7 to provide standardized procedures for certain bodies to use teleconferencing while ensuring public access and transparency;
WHEREAS, Government Code section 54953.8. 7 authorizes an eligible multijurisdictional body to conduct teleconference meetings if it first adopts a resolution at a regular meeting in open session authorizing such use and complies with additional requirements set forth in section 54953.8.7;
WHEREAS, an "eligible multijurisdictional body" includes a multijurisdictional board of a multijurisdictional, cross-county agency that is subject to the Brown Act, the membership of which is appointed;
WHEREAS, the definition of "multijurisdictional" includes a legislative body of a joint powers agency;
WHEREAS, Pioneer Community Energy ("Pioneer") is a joint power agency and the Governing Board ("Board") of consists of representatives from the El Dorado County and Placer 438446.2
Resolution 2026-_
March 19, 2026
County Boards of Supervisors and the local government councils of several cities in these counties and the County of Nevada; and
WHEREAS, the Board finds that authorizing the use of teleconferencing under Government Code section 54953.8.7 will enhance Pioneer's ability to conduct public business efficiently while promoting public access and participation.

NOW THEREFORE, BE IT RESOLVED, by the Governing Board of Pioneer Community Energy as follows:

1. The above recitals are true and correct.

2. This Resolution authorizes the Board to use teleconferencing pursuant to the limitations and procedures outlined in Government Code section 54953.8. 7:
2 438446.2
a. The agenda for the teleconferenced Board meeting must (i) identify each Board member who plans to participate remotely and (ii) identify and include an opportunity for the public to attend the meeting and provide public comment via a call-in or internet-based service option.
b. The Board member attending remotely shall participate using audio-visual technology.
c. At least a quorum of Board members shall participate from one or more physical locations that are open to the public and within the boundaries of Pioneer's jurisdiction.
d. The Board member attending remotely shall be more than 20 miles each way from any physical location of the meeting that is open to the public and within the boundaries of Pioneer's jurisdiction.
e. Each Board member shall not participate remotely at more than two meetings per year.
f. A Board member shall not participate remotely if they receive compensation for their services on the Board, excluding reimbursement for actual and necessary expenses.
g. A Board member who participates from a remote location must disclose, before any action is taken, whether any other individuals 18 years of age or older are present in the room at the remote location, and the general nature of the Board member's relationship with the individual(s).
h. In the event of a disruption that prevents the Board from broadcasting the meeting to members of the public using the call-in option or internet-based service option, or in the event of a disruption within Pioneer's control that prevents members of the public from offering public comments using the call-in option or internet-based service option, the Board shall take no further action on items appearing on the meeting agenda until public access to the meeting via the call-in option or internet-based service option is restored.

Resolution 2026-_
March 19, 2026
i. The Board must provide reasonable time to members of the public participating remotely to provide public comment via the call-in option or internet-based service option.
j. The minutes of a meeting at which a Board member participates remotely pursuant to this authority must identify (i) the member(s) participating remotely and (ii) the specific provision of law (Gov. Code § 54953.8.7) relied upon to permit participation by teleconferencing.
k. All votes taken during a teleconferenced meeting shall be by roll-call.

3. Nothing in this resolution shall be construed to limit a Board member's right to participate remotely in Board meetings as a reasonable accommodation for a disability.

4. The adoption of this resolution is not a "project" subject to the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines sections 15378(b)(2) and 15061 (b)(3) as authorization of teleconferencing procedures constitutes general policy and procedure making which can be seen with certainty to have no potential for causing a significant effect on the environment.

5. This Resolution shall take effect immediately upon its adoption. 3 438446.2

Staff Report – Item 4
To: The Governing Board
From: Gina Stassi-Vanacore, Director of Communications
Item 4: Authorize the Chief Executive Officer to Extend the AC Tune-Up Rebate Program to Commercial and Industrial Customers
Date: 3/19/2026

RECOMMENDATION
Authorize the Chief Executive Officer to extend the AC Tune-Up Program to commercial and industrial customers.

COMMUNITY ADVISORY COMMITTEE RECOMMENDATION
At the February 26, 2026 Pioneer Community Energy (“Pioneer”) Community Advisory Committee (“CAC”) meeting, the committee reviewed past success of the AC Tune-Up Rebate program and discussed extending the program to Commercial and Industrial (“C&I”) customers, resulting in a committee recommendation to present the proposal to the Board.

BACKGROUND
At the March 15, 2024 Pioneer Board of Directors (“Board”) meeting, the Board approved the AC Tune-Up Rebate program for residential customers. The intent of the program was to enhance residential energy efficiency and help customers save money while supporting grid stability. Pioneer staff prepared the program for implementation and a pilot program was launched in July 2024.

The program has been well received by customers, with nearly 1,000 customers participating in 2024, and more than double in 2025 with 2,066 customers receiving rebates. The program also serves as a way to support local businesses, with more than 200 local contractors participating in and promoting the program. This program is fully managed in-house and engages customers with Pioneer’s customer care team.

Significantly, the AC Tune-Up Rebate program has resulted in building Pioneer’s reputation, with customers providing dozens of positive online reviews that reinforce Pioneer’s commitment to excellent customer service and strengthening relationships with customers and area contractors.

Given the success of the residential program, staff began researching a viable offering for C&I customers. In February, a survey was sent to all contractors who participated in the program last year, and follow-up conversations took place with contractors who performed the most tune-ups last year. Given the feedback provided, staff determined that a rebate amount of $150 per business customer is appropriate.

ANALYSIS & DISCUSSION
It is well established that a properly maintained HVAC system operates more efficiently, allowing customers to use less electricity, saving them money on their electricity bills.

Expanding Pioneer’s AC Tune-Up Rebate program to C&I customers would include a rebate of $150 per customer address. To receive the rebate, the participant must be a Pioneer customer, must operate a business in Pioneer’s service area, and complete and submit the program application and supporting documentation to Pioneer within 90 days of service. The program will run from April 1st through to September 30th.

Plf)NEER

COMMUNITY ENERGY
Agenda Item: 4 Agenda Date: 3/19/2026

STRATEGIC PLAN
The recommendation supports the “Being a Community Partner” and “Provide an Exceptional Customer Experience” strategic priorities.

FISCAL IMPACT
The Board previously approved a one percent (1%) allocation of Pioneer’s overall budget for programs. The potential for programs expansion was anticipated at the time of budget preparation for FY 2025-26, so no budgetary adjustment is required.

ATTACHMENT

1. Application Form
Plf)NEER
COMMUNITY ENERGY AC Tune-Up Rebate Application
Rebate Information
Rebates will be mailed to the
recipient listed below. Please allow
6-8 weeks for rebate processing.

Please submit completed application and
supporting documentation to:

MAIL: Pioneer Community Energy
Attn: Programs
2510 Warren Drive, Suite B
Rocklin, CA 95677
Please fill out the account holder information as it is shown on your PG&E bill.

Type of Property: D Commercial 0 Residential
10 Digit ESP Customer Number (Found on the Pioneer Check if Rebate Recipient is Account Holder page of the PG&E bill)
D

ACCOUNT HOLDER REBATE RECIPIENT
First and Last Name/ Business Name First and Last Name
Email Address Email Address
Serviced Address Mailing Address
City ZIP City State ZIP
Phone Number Phone Number
Tune-Up Information
• AC Tune-Up must be performed between Aprill - October 1. • Applications will be accepted on a first come, first served basis, until program funds are depleted.
• Applications must be submitted or postmarked no later than October 15. • One AC Tune-Up rebate per address per program season. • Participant must be a Pioneer Community Energy customer. • Recommend ACCA Standard 4 endorsed set of inspection tasks for AC maintenance. • AC Tune-Up must be completed by a licensed technician. • Invoice and proof of payment must be submitted with application.

Fill out your application online at
PioneerCommunityEnergy.org/ AC Rebate
Revised April 1, 2026

PIC)NEER
COMMUNITY ENERGY AC Tune-Up Rebate Application

CONTRACTOR INFORMATION
Business Name (Contractor) Contractor's License Number

INVOICE INFORMATION
Invoices must meet the following requirements:

1. Date of the tune-up

2. Thorough description of service

3. Itemized reflection of tune-up

4. Verification of payment ($0 balance or show as PAID) (complete one of two sections below)

SINGLE TUNE-UP MAINTENANCE PLAN/ AGREEMENT
Tune-Up Service Date Tune-Up Service Date
Tune-Up Service Cost Payments made towards my maint. plan/agreement, prior to tune-up service exceeds requested rebate
amount? (Yes or No)
O I have included my invoice O I have included my invoice O I have included my payment history report
Program Terms & Conditions
• Rebates may not exceed the cost of the service.
• Pioneer Community Energy disclaims any and all liability, loss or damage that may arise as a result of the applicant's or contractor's participation in this program. • Pioneer Community Energy is not responsible for items lost or delayed in the mail, nor any remittance delayed due to incorrect rebate applications. • Pioneer does not maintain a list of contractors and rebates shall not be construed as endorsing any particular contractor or warrantying any contractor's work, which Pioneer hereby disclaims.

O With my signature below, I verify that all information provided is true, that I have read the above Program Terms and Conditions, and recognize that my application is incomplete if invoice with proof of payment is not included.

Account Holder Signature Date
2 Pl()NEER
COMMUNITY ENERGY AC Tune-Up Application Checklist
Please ensure all items are completed and included prior to submitting your application SECTION 1- ACCOUNT INFORMATION/
REBATE RECIPIENT Account No: 9909123156 I
Statement Date: 03/03/2026
Due Date: 03/24/2026
Service Information
D Enter the exact name and address
information as seen on the PG&E bill
to complete this section.

Details of Pioneer Community Energy Electric
Generation Charges Total U5ago 356.570000 kWh
01 /26/2026 to 02/24/2026 (30 billing days)
0 Enter ESP Customer Number (found
For qul?5tions regarding charges on this page,
plea5C cortect;
Sor.ico For: 12 3 Strl'el AJJrcs~ Rd.

Son.ice Agmcmont ID: 0003944263 ESP Custom« Numbor: 23 5(171\90 j on the Pioneer page of the PG&E bill) 01!2&'2025 to 02/2'/2028 SECTION 2 - CONTRACTOR INFORMATION
0 Enter the contractor's business name and license number.

PIONEER COMMLNITY ENERGY
2510 WARREN DR STE B
ROCKLIN CA 95677
1-M-4-937-7466
www.PlooeerCommunityE.nc:rgy,org
D Check the Contractor's State License Board website (www.cslb.ca.gov/onlineservices) to confirm the license is current and active.

SECTION 3 - INVOICE INFORMATION
Option 1 - Single AC Tune-Up
D Invoice is included with the application and meets the following four requirements:
(1) Date of tune-up; (2) Thorough description of service; (3) Itemized cost of the tune-up service only; (4) Verification of payment (either a $0 balance or shown as PAID) D Enter in the cost of tune-up (rebates are up to $75 for residential properties and $150 for commercial properties, but cannot exceed the cost of service) Option 2 - Monthly maintenance plan/agreement
O Invoice is included and meets the following requirements: (1) Date of tune-up; (2) Thorough description of service; (3) Itemized reflection of the tune-up service only (can be shown as "l" or "$0" or similar reference to the seasonal maintenance plan); (4) Verified payment (either a $0 balance or shown as PAID)
D Include Payment History Report (or similar invoicing history statement) from the contractor that provides past payments made for the maintenance plan/agreement prior to the current tune-up service.
0 Enter "Yes" if payments towards maintenance plan prior to tune-up this calendar year exceed $75 for residential properties, or $150 for commercial properties, otherwise enter "No"
SECTION 4 - PRINT, SIGN, AND DATE APPLICATION
D Terms and Conditions have been reviewed.
0 Application is signed and dated.

SECTION 5 - APPLICATION SUBMISSION
D Application is filled out completely and correctly.

D Supporting documents including a detailed invoice and payment history report, if applicable, is included.
0 Incomplete applications will be required to resubmit for reconsideration. 3

Staff Report – Item 5
To: The Governing Board
From: Gina Stassi-Vanacore, Director of Communications
Item 5: Programs Update
Date: 3/19/2026

ACTION REQUESTED
Receive an update on Pioneer Community Energy’s (“Pioneer”) Programs.

BACKGROUND
At its February 26, 2026, meeting, the Board of Directors (“Board”) discussed Pioneer programs as part of its mid-year budget review. No formal action was taken, but the Board generally agreed that earmarking one percent (1%) of the total budget for programs would be a minimal threshold for the current and future budgets.

As part of the discussion, there was some distinction between different programs offered by Pioneer: customer facing programs designed to save money; demand response and load management programs that advance regulatory compliance while also offering strong customer benefit; and member only programs that either are cost neutral or have the potential for revenue generation. The Board requested additional information about the fiscal implications of programs in general and additional information on specific programs.

ANALYSIS & DISCUSSION
Pioneer has launched 11 programs since the Board first approved Programs in FY 2023-24, each with significant involvement of Pioneer staff for implementation, program management and refinement, customer interaction, tracking and reporting, and incentive fulfillment.

Programs are developed with input from Pioneer’s Community Advisory Committee, each with a specific purpose and some fulfilling multiple purposes, then taken to the Board for discussion and approval.

Programs have been very well received by customers and allow for important added-value and opportunities to respond to customer requests for additional ways to save money.

Below captures year-to-date expenditures for current programs. Important to note is that there is no fiscal impact for the following programs: Marketplace, GridGen/GridGen CARE, Ice Energy, Clean Fleet Revenue, and Solar RECs.

PROGRAM ADMINISTRATION COSTS
Description FY 2025-26
YTD Costs

ANTICIPATED
FY 26 Remainder
Staff Time ~$233,000 ~$229,000
Support Services, Outreach &
Marketing, Community Advisory
Committee, Other Operating
Costs
~$210,000 ~$50,000
Plf)NEER

COMMUNITY ENERGY
Agenda Item: 5 Agenda Date: 3/19/2026

PROGRAM STATUS FY 2025-26
YTD Direct Costs

ANTICIPATED
FY 26 Remainder ADDITIONAL BENEFITS
LED Discount
Lighting Products Active ~$270,000 ~$115,000
• 28,608 units distributed
2025-26 YTD
AC Tune-Up Rebate Active ~ $111,000 ~ $155,000
• More than 3,000 customers
have participated since
program launch in 2024
• 227 participating contractors
PowerShift Rewards Active ~$64,000
~$63,000
(incentives)
$354,000
(mgmt. fee, inc.

SaaS)
• 2,248 customers currently
enrolled
• 4.0 MWh of energy reduction
during 2025 season
• 1.3 MW of load shed during
2025 season
Incentive Finder Active $12,000 $7,000
• Considerable website traffic
since soft launch in mid-December 2025
GridGen/GridGen
CARE Active
Administrative Costs Only
• 180,000 kWh of clean energy
generated
• Shared revenue generated
this FY to date: ~$130,000
Online Marketplace Active • 21 leads generated
Hourly Flex Pricing
Pilot
Pilot/
Ramping up
• 2 customers with 19 meters
with approved program
enrollment
Ice Energy • Site surveys in progress
Clean Fleet Revenue • Pioneer to receive a small
commission on any LCFS/REC
sales Solar RECs

STRATEGIC PLAN
Programs support the strategic priorities of “Be a Community Partner,” “Provide An Exceptional Customer Experience,” and “Be Fiscally Strong and Resilient” through offering that provide customer savings and education, as well as diverse offerings to reach several different types of customers.

FISCAL IMPACT
The overall impact of Programs for FY 2025-2026 is estimated at $2.1 million which is roughly one percent (1%) of Pioneer’s overall budget. The above programs are included in the FY 2025-26 budget. There is the likelihood of additional program development before the end of this fiscal year. Also included in the Programs budget is support for data collection and management, and program tracking and supporting staff time.

ATTACHMENTS
There are no attachments to the report.

Staff Report – Item 6
To: The Governing Board
From: Gina Stassi-Vanacore, Director of Communications
Item 6: Rates Messaging
Date: 3/19/2026

ACTION REQUESTED
Receive a presentation on messaging related to 2026 rates, the Power Charge Indifference Adjustment (“PCIA”), and Pacific Gas & Electric’s (“PG&E”) Base Services Charge (”BSC”).

BACKGROUND
At its January 15, 2026, the Pioneer Community Energy (“Pioneer”) Board of Directors (“Board”) meeting, the Board received a presentation on rate setting options for 2026 and the impacts of the PCIA on rates from Pacific Energy Advisors, Pioneer’s technical consultants in the areas of power procurement, ratemaking, risk management, and regulatory compliance. The PCIA is the "exit fee" paid by Community Choice Aggregator (“CCA”) customers who leave investor-owned utilities like PG&E for alternative providers, like Pioneer.

PG&E’s consolidated rate change took effect on January 1, 2026, with a significant decrease in PG&E’s bundled generation rates due to generation rate over-collections that occurred in 2025. Additionally, PCIA rates charged to CCA customers, including Pioneer’s, are increasing significantly in 2026 due to PCIA under-collections. The impact on Pioneer customers is an anticipated increase in PCIA charges of roughly 241-398 percent, depending on vintage year. PEA reported that the extreme rate levels in 2026 are expected to be temporary since the PCIA is recalculated each year. As such, expectations are that the PCIA will normalize next year, and Pioneer customer savings will continue as the PCIA normalizes.

After considerable discussion, the Board approved lowering Pioneer’s electricity generation rates by 16 percent.

This rate reduction creates a 10 percent discount to PG&E rates for the calendar year 2026, also recognizing that this adjustment will not offset the impact of PCIA charges. Consequently, Pioneer customers likely will still incur higher utility bills. Pioneer’s rate adjustment took effect on March 1.

PG&E also implemented its BSC on March 1, which represents the fixed costs on customer bills (distribution, public purpose program chafes, new system generation). Most customers will pay about $24/ month; CARE customers will pay $6/ month, and FERA customers $12/ month. These charges will appear on customer bills.

ANALYSIS & DISCUSSION
Following the Board meeting, Chief Executive Officer Don Eckert had a series of one-on-one meetings with Board members to ask their opinions on how best to approach rates messaging, gauging how direct Pioneer should be in its discussion of the PCIA. General consensus was to avoid focus on the PCIA and maintain focus on the Board’s commitment to providing rate stability and competitiveness and the added value Pioneer offers through local investment and engagement/sponsorships, and programs.

To support Board members and member staff, Pioneer staff compiled information that demonstrates the added value that Pioneer provides to the communities it serves, with specific details for each member agency about local investment through Power Purchase Agreements and economic development projects, and program participation.

Plf)NEER

COMMUNITY ENERGY
Agenda Item: 6 Agenda Date: 3/19/2026

Pioneer staff have carefully monitored the customer reaction to bills since the beginning of the year, reporting that there is a small number (2-3) of calls each day from customers asking about why Pioneer charges are higher than the generation credit. These calls are escalated to our customer care manager for a personal response. Response messaging centers on explaining the PCIA and demonstrating accumulated savings over time. While we did see an increase in opt outs compared to the same time period from year to year (48 in 2025 compared to 104 in 2026) due to cost concerns, the overall impact was minimal. Customers who referenced the PCIA generally understood that the increased costs are out of Pioneer’s control, with only one customer citing it as a reason for opting out.

Important to note that in January and early February, staff expressed some concern about the implementation of the BSC driving customers to more carefully examine their bills, resulting in increased opt outs due to rate concerns. However, early communication from PG&E to customers has been confusing, and customers are expressing frustration over the BSC both in calls and in online conversations. For that reason, staff are cautiously optimistic that the impact of the PCIA will be minimized and could potentially go unnoticed by many.

STRATEGIC PLAN
This supports the strategic priority of “Being a Community Partner” by illustrating contributions Pioneer makes to the communities it serves, above and beyond ratepayer savings.

FISCAL IMPACT
There is no fiscal impact associated with this report.

ATTACHMENTS

1. Local Investment Fact Sheets (by member)

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / CITY OF AUBURN MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be Auburn’s local energy partner with life-to-date (cumulative) savings of $4.6 million since 2018. Those are dollars staying in Auburn and not going to the corporate headquarters of a shareholder-owned utility.

In 2025, Pioneer contributed nearly $7,000 to organizations in the City of Auburn through sponsorships supporting the Senior Center, Chamber of Commerce, and local events like the 4th of July Parade, Festival of Lights, Celebrate the Community dinner and more.

More than 200 Auburn residents participate in Pioneer programs – with 133 in our AC Tune-Up rebate program, 77 in Pioneer’s PowerShift Rewards program, and 5 active applications in Pioneer’s GridGen program that provides solar + battery for $0 down and no credit checks.

Regionally:

Pioneer prioritizes reinvesting in the communities it serves, with an $8 million contract with Placer County Water Agency.

Pioneer supports regional organizations and events like Feeding the Foothills and the Celebrity Waiter’s Luncheon – which provide needed support for our shared communities.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, and Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record in savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out in the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / CITY OF COLFAX MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be the City of Colfax’s local energy partner with life-to-date (cumulative) savings of $800,00 since 2018. Those are dollars staying in Colfax and not going to the corporate headquarters of a shareholder-owned utility.

In 2025, Pioneer contributed roughly $4,000 in sponsorships to support events like the 3rd of July and Winterfest.

They also are active members in the Chamber of Commerce.

More than a dozen Colfax residents participate in Pioneer programs – with 3 in Pioneer’s AC Tune-Up rebate program, 9 residents in Pioneer’s PowerShift Rewards program, and 1 active application in Pioneer’s GridGen program that provides solar + battery for $0 down and no credit checks.

Regionally:

Pioneer prioritizes reinvesting in the communities it serves, with an $8 million contract with Placer County Water Agency.

Pioneer looks for opportunities to meet unique community needs. For example, they currently are looking at a

0.250 MW biomass + 1 MW battery storage in Foresthill, Placer County.

Pioneer supports regional organizations and events like Feeding the Foothills and the Celebrity Waiter’s Luncheon – which provide needed support for our shared communities.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record in savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out on the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / CITY OF GRASS VALLEY MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be the City of Grass Valley’s local energy partner with life-to-date (cumulative) savings of $5.5 million since launching service in January 2024. Those are dollars staying in Grass Valley and are not going to the corporate headquarters of a shareholder-owned utility.

In 2025, Pioneer contributed roughly $10,000 in sponsorships to support organizations and events like the Thursday Night Farmer’s Market, Nevada County Fair, Sierra Nevada Memorial Hospital’s “Starry, Starry Night Gala,” the 4th of July parade, and Cornish Christmas. We also are active members in the Chamber of Commerce.

Pioneer looks for opportunities for economic development. For example, we currently are working on a:
• Proposed microgrid project with a 0.63 MW solar + 4.3 MW battery storage site in Grass Valley, and • A Category 3, 3 MW BIOMAT project in Grass Valley.

Grass Valley residents take advantage of Pioneer programs, with 229 Grass Valley residents participating in Pioneer programs –99 in Pioneer’s AC Tune-Up rebate program, 126 enrolled in in Pioneer’s PowerShift Rewards program, and 4 active applications in Pioneer’s GridGen program that provides solar + battery for $0 down and no credit checks.

Regionally:

Pioneer supports regional organizations and events like Feeding the Foothills – which provides needed support for our shared communities.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record of savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out in the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / CITY OF LINCOLN MARCH 2026
Talking Points for Council:

At January's Pioneer Board Meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third time in a row, but this latest cut is the largest yet at 16% resulting in a 10% discount to PG&E's generation rate. The rates will be effective March 1st.

Pioneer continues to be Lincoln's local energy partner with life-to-date (cumulative) savings of $10.7 million.

Those are dollars staying in Lincoln and are not going to the corporate headquarters of the shareholder-owned utility.

In 2025, Pioneer contributed nearly $20,000 to Lincoln in sponsorships and events including support for the Potters, Wings & Wheels, and a $10,000 grant to Silver Wishes.

More than 850 Lincoln customers participate in Pioneer programs, with nearly 600 in Pioneer’s AC Tune-Up Rebate program, 300 residents in Pioneer’s Power Shift Rewards program, and 9 systems already online for Pioneer’s GridGen program that provides solar + battery for $0 down (and 6 more applications in the pipeline).

Beyond savings and programs, Pioneer has purchased more than $500,000 of renewable energy credits from Sierra Pacific’s plant in Lincoln supporting Lincoln’s economy.

Regionally:

Pioneer prioritizes reinvesting in the communities it serves, with an $8 million contract with Placer County Water Agency.

Pioneer supports regional organizations and events like Feeding the Foothills and the Celebrity Waiter’s Luncheon – which provide needed support for our shared communities.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, Mountain County Water Resources Association.

Talking Points if someone talks about opting out:

Pioneer has a proven track record of savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out in the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / CITY OF NEVADA CITY MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be Nevada City’s local energy partner with life-to-date (cumulative) savings of $1.5 million since launching service in January 2024. Those are dollars staying in Nevada City and are not going to the corporate headquarters of the shareholder-owned utility.

Pioneer looks for opportunities to invest in the communities we serve. For example, we currently are working on a 2.9 MW battery storage site in Nevada City.

In 2025, Pioneer contributed roughly $30,000 in sponsorships to support organizations and events like EarthFest, the Nevada County Fair, Sierra Nevada Memorial Hospital’s “Starry, Starry Night Gala,” Victorian Christmas, and a grant to $25,000 grant to KVMR radio.

Roughly 70 Nevada City customers participate in Pioneer programs – with 20 in Pioneer’s AC Tune-Up rebate program and 49 residents in Pioneer’s PowerShift Rewards program.

Regionally:

In addition to the Microgrid Incentive Program (MIP) mentioned above, Pioneer also is working on a:
• Proposed microgrid project with a 0.63 MW solar + 4.3 MW battery storage site in Grass Valley, and • Category 3, 3 MW BIOMAT project in Grass Valley.

Pioneer supports regional organizations and events like Feeding the Foothills – which provides needed support for our shared communities.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, and Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record of savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out on the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / CITY OF PLACERVILLE MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be the City of Placerville’s local energy partner with life-to-date (cumulative) savings of $7.2 million since 2022. Those are dollars staying in Placerville and not going to the corporate headquarters of a shareholder-owned utility.

In 2025, Pioneer contributed $12,500 in sponsorships to support the equipment upgrade of the Placerville Community Pool and events like the El Dorado County Fair. We also are active members of the El Dorado County Chamber of Commerce, which is located in Placerville.

More than 115 Placerville customers participate in Pioneer programs – with 48 in Pioneer AC Tune-Up rebate program, 65 in the PowerShift Rewards program, and ongoing customer interest in Pioneer’s GridGen program that provides solar + battery for $0 down and no credit checks, with 1 system already installed.

Beyond savings and programs, Pioneer has purchased more than $17.9 million in power from El Dorado Irrigation District, supporting Placerville’s economy.

Regionally:

Pioneer prioritizes reinvesting in the communities it serves. For example, Pioneer is working on a 0.375 MW biomass + 2 MW battery storage in Georgetown, El Dorado County.

Pioneer supports regional organizations and events like Feeding the Foothills - which provides needed support for our shared communities.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, and Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record in savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out on the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / CITY OF ROCKLIN MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be the City of Rocklin’s local energy partner with life-to-date (cumulative) savings of $19.1 million since 2018. Those are dollars staying in Rocklin and not going to the corporate headquarters of a shareholder-owned utility.

In 2025, Pioneer contributed nearly $10,000 to organizations in the City of Rocklin through a variety of diverse sponsorships supporting the Sierra College Workforce Summit, job fairs, State of the City breakfast, and events like the Public Safety Foundation’s Patriot Day, Hot Chili/Cool Cars, Tree Lighting event and more.

Nearly 1,100 Rocklin residents participate in Pioneer programs – with 586 in our AC Tune-Up rebate program, 431 in Pioneer’s PowerShift Rewards program, and 17 active applications in Pioneer’s GridGen program that provides solar + battery for $0 down and no credit checks (and 11 systems already installed).

Regionally:

Pioneer prioritizes reinvesting in the communities it serves, with an $8 million contract with Placer County Water Agency.

Pioneer supports regional organizations and events like Feeding the Foothills and the Celebrity Waiter’s Luncheon – which provide needed support for our shared communities.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, and Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record in savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out on the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / TOWN OF LOOMIS MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be the Town of Loomis’ local energy partner with life-to-date (cumulative) savings of $2.1 million since 2018. Those are dollars staying in Loomis and not going to the corporate headquarters of a shareholder-owned utility.

Pioneer is an active participant in the Loomis Chamber of Commerce, and each year sponsors the Loomis Fruitshed Festival.

More than 60 Loomis customers participate in Pioneer programs – with 25 in the AC Tune-Up rebate program, 34 enrolled in Pioneer’s PowerShift Rewards program, and 2 active applications in Pioneer’s GridGen program that provides solar + battery for $0 down and no credit checks.

Regionally:

Pioneer prioritizes reinvesting in the communities it serves, with an $8 million contract with Placer County Water Agency.

Pioneer supports regional organizations and events like Feeding the Foothills and the Celebrity Waiter’s Luncheon – which provide needed support for our shared communities – as well as events like the Placer County Fair.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, and Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record in savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out on the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / UNINCORPORATED PLACER COUNTY MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be Placer County’s local energy partner with life-to-date (cumulative) savings of $34.2 million since 2018. Those are dollars staying in the County and not going to the corporate headquarters of the shareholder-owned utility.

Pioneer prioritizes reinvesting in the communities it serves, with an $8 million contract with Placer County Water Agency. Additionally, Pioneer is working on a Microgrid Incentive Program (MIP) for a 0.250 MW biomass + 1 MW battery storage project in Foresthill, Placer County.

In 2025, Pioneer contributed nearly $12,000 to organizations in the County through a variety of diverse sponsorships supporting the organizations like Feeding the Foothills, the Hillmen Foundation, the Latino Leadership Forum, and events like the Placer County Fair, the Rib Cook-off, Placer Business Alliance DC Summit and more.

Nearly 1,200 customers in unincorporated Placer County participate in Pioneer programs – with 680 enrolled in Pioneer’s AC Tune-Up rebate program, 457 customers in Pioneer’s PowerShift Rewards program, and 10 active applications in Pioneer’s GridGen program that provides solar + battery for $0 down and no credit checks (7 already installed).

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, and Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record in savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out on the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis for you.

PIONEER COMMUNITY ENERGY
TALKING POINTS: 2026 RATES & ADDED VALUE / CITY OF UNINCORPORATED EL DORADO COUNTY MARCH 2026
At January's Pioneer Community Energy Governing Board meeting, the Pioneer Board voted to cut Pioneer's generation rate for the third year in a row.
• This latest rate reduction is the largest yet at 16% -- resulting in a 10% discount to PG&E's generation rate. The rates go into effect March 1st.

Pioneer continues to be El Dorado County’s local energy partner with life-to-date (cumulative) savings of $59 million since 2022. Those are dollars staying in the County and not going to the corporate headquarters of a shareholder-owned utility.

In 2025, Pioneer contributed nearly $8,000 to organizations in the County through a variety of diverse sponsorships supporting events like the El Dorado County Fair, the El Dorado Community Services District Senior Center events, and the County’s Business Showcase.

More than 1,600 customers in unincorporated El Dorado County participate in Pioneer programs – with 857 in Pioneer’s AC Tune-Up rebate program, 723 customers in Pioneer’s Power Shift Rewards program, and 21 active applications in Pioneer’s GridGen program that provides solar + battery for $0 down and no credit checks (14 systems already installed).

Beyond savings and programs, Pioneer has purchased over $17.9 million in power from El Dorado Irrigation District, supporting the local economy and is working on a 0.375 MW biomass + 2 MW battery storage project in Georgetown, El Dorado County.

As an advocate for customers and members, Pioneer participates in statewide organizations like the League of California Cities – Sacramento Division, Rural Counties Representatives of California, Mountain County Water Resources Association.

If someone talks about opting out:

Pioneer has a proven track record in savings. If customers opt-out, they will be precluded from future savings because they have to wait one year to re-enroll with Pioneer. They will also miss out in the various customer exclusive program offerings.

The history of savings is real and can be validated. Please call Pioneer or shoot them an email to do a bill analysis.

Staff Report – Item IV-B
To: The Governing Board
From: Donald Eckert Jr., Chief Executive Officer
Item IV-B: CEO Report
Date: 3/19/2026

PERSONNEL
Pioneer has two active job recruitments:
• Community Outreach Specialist
• Programs Manager

CHIEF EXECUTIVE OFFICER AGREEMENTS EXECUTED (NON-POWER SUPPLY) There are no items to report this month.

CALIFORNIA PUBLIC UTILITIES COMMISSION (“CPUC”) CERTIFICATION OF EXPANSION Earlier this month, Pioneer received certification (see attachment 4) from the CPUC regarding Addendum No. 4 to Pioneer’s Implementation Plan and Statement of Intent that was filed at the end of 2025. The certification approves the expansion of Pioneer’s service territory to the cities of Colusa and Willams and the county of Colusa. Staff have received confirmation that all three new members are ready to begin service with Pioneer in October 2027. With that confirmation, the procurement process begins.

COMSTOCK MAGAZINE ARTICLE FEATURE PIONEER’S BOARD CHAIR Pioneer wants to thank our Board Chair for participating in an interview with COMSTOCK magazine that included a feature of women in leadership but also an endorsement of Pioneer. Well, done Alice! Please see attachment 5 which features the article.

GREATER SACRAMENTO ECONOMIC COUNCIL(“GSEC”)
At the March 12th GSEC Board meeting, Pioneer was confirmed to join the GSEC Board of Directors. This is a good partnership as GSEC is looking to round out the energy players in the region to be represented on their Board and our current and future service territory overlaps much of GSEC’s area. This will create excellent networking opportunities for Pioneer and provide early signals for load growth in our service territory that will enhance planning.

COMMUNITY ADVISORY COMMITTEE (“CAC”)
The CAC meets every other month to discuss and brainstorm programs for Pioneer customers. We are fortunate to have CAC members who are committed to Pioneer and have a depth of understanding about energy policy and innovation. Ideally, the CAC should have representatives from each of our member agencies. Staff is trying to recruit additional new members to CAC, particularly people who are interested in developing programs at the customer level. If you know anyone who may be interested, please have them reach out to [email protected].

Plf)NEER

COMMUNITY ENERGY
Agenda Item: IV-B Agenda Date: 3/19/2026

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. Participated in Greater Sacramento Economic Council Board meeting.

3. Participated in meeting with City of Lincoln staff and Director Pearl regarding Electric Vehicle infrastructure opportunities.

ATTACHMENTS

1. Agenda Planning Document

2. Legislative and Regulatory Report

3. Communications Report

4. CPUC Certification Letter

5. COMSTOCK Article
Counterparty Name Execution
Date Type Product Start Date End Date Notional
Value
California Choice Energy Authority 10/22/2025 Buy Resource Adequacy - System 8/1/2026 8/31/2026 $70,000 California Choice Energy Authority 10/22/2025 Sell Resource Adequacy - System 8/1/2026 8/31/2026 $35,000 Agenda Planning Document – Pioneer Community Energy ATTACHMENT 1 3-13-26

BOARD OF

DIRECTORS
MARCH 19, 2026

REGULAR MEETING
3:00 PM
(Post Agenda: March 13)
APRIL 16, 2026

REGULAR MEETING
3:00 PM
(Post Agenda: April 10)
MAY 21, 2026

REGULAR MEETING
3:00 PM
(Post Agenda: May 15)

IN THE FUTURE
Special Meeting
Closed Session
MAY Rio Bravo Tour
Diablo Canyon Tour
Regular Meeting
3:00 PM
Consent 1a Minutes for Approval-FEB 26, 2026 Minutes for Approval-MAR 19, 2026 Minutes for Approval-APR 16, 2026 RES Contract Renewal – Calpine (Koehn) 1b Receive Draft Financials JAN 2026
(Koehn)
Receive Draft Financials FEB 2026
(Koehn)
Receive Draft Financials MAR 2026
(Koehn)
RES Yes Energy (Kang)
1c RES CHW contract amendment (Koehn) RES goods & services agreement (2540 furniture) (Koehn)
JUN Contract Renewals
Presentation JUN - guest: CAISO (in person)
FUTURE - guest: Dr. Ahmad Faruqui
Regular 2 Prepay Bond discussion
(discussion- Eckert)
guest: (PFM) Berwanger
Pioneer 2026 Legislative Policy and
Platform (action-Kang)
guests: (NPA) Erin, Cassandra
RES Prepay Bond (action- Koehn) MAY PCIA hedging (Kang) 3 RES authorizing Teleconferencing as an
Eligible Multijurisdictional Body
(action-GC)
RES authorize consultants &
professional services agreements for
Prepay Bond Transaction (action- Eckert)
FY 2026-27 Budget overview
(discussion-Koehn)
JUNE JRM (Stassi-Vanacore) JUNE RES FY 2026-27 Budget (Koehn) JUNE RES IRP (Integrated Resource Plan) (Kang)
4 AC Tune up Rebate Program (industrial)
& programs summary
(discussion- Stassi-Vanacore)
BioMAT Projects update
(discussion- Kang)
IT Audit (discussion-Koehn) SEP RES Expansion Planning
(Stassi-Vanacore)
SEP Power Content Label (Stassi-Vanacore)
5 Programs Update
(discussion- Stassi-Vanacore)
Microgrid Incentive Program (MIP)
(discussion-Kang)
Large Load Policy (Kang)
6 Rates Messaging
(discussion- Stassi-Vanacore)
Electric Vehicle Investment
(discussion- Stassi-Vanacore)
Administrative Recommendations for
Pioneer Board Meetings
General Function II Chief Executive Officer’s Report
REG Reports: Leg/Reg; Communications;
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
REG Reports: Leg/Reg; Communications; Programs;
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
7 7
Agenda Planning Document – Pioneer Community Energy ATTACHMENT 1 3-13-26
AUDIT/FINANCE COMMITTEE TO BE SCHEDULED – MAY (PRE-BOARD) in-person & remote locations IN THE FUTURE
David Ring, Chair
Richard Pearl, Vice Chair
Greg Janda
Gary Petersen
Sean Lomen
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
(MAY-JUNE) Employee Benefits

ENERGY PROCUREMENT REVIEW

AD HOC COMMITTEE
TO BE SCHEDULED – EARLY APRIL
zoom only IN THE FUTURE
Alice Dowdin Calvillo, Vice Chair
Ryan Carter
Anthony DeMattei
Sean Lomen
o Selection of Officers
o PPA Deals with Vespene Energy
o Using Put options as a PCIA Hedge
(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 APRIL 22, 2026 IN THE FUTURE Meets on the 4th Wednesday
(even-numbered months)
June 24, 2026

Attachment 2: Legislative and Regulatory Update
Date: 3/19/2026

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). • March 6, 2026 – Pioneer submitted a letter of support for AB 1761 (Rogers), a bill sponsored by CalCCA that would promote energy affordability and rate stability by improving transparency in how the PCIA charge is calculated.

Plf)NEER

COMMUNITY ENERGY
[Publish Date] Agenda Date: 3/19/2026

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:................................................................. 12 • 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:.................................................................................................... 21 • 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: 3/19/2026

• 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: 3/19/2026

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. 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 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.
iii. February 26, 2026 – The CPUC adopted a revised PD Requiring 2029-2032 Procurement and Transmitting 2026-2027 TPP Portfolios. The final decision requires LSEs to procure 6,000 MW NQC by 2032, in three tranches beginning with 2,000 MW [Publish Date] Agenda Date: 3/19/2026

in 2030, 2,000 MW in 2031, and 2,000 MW in 2032. The 50% storage cap on these resources was removed. Instead, the final decision requires at least one-quarter of the procurement by 2032 to come from clean firm and/or long duration energy storage (LDES) resources. The decision included an attachment indicating LSEs load share allocation, stating Pioneer’s share of the procurement order would be 54 MW total by 2032, with 14 MW total to come from clean firm and/ or LDES resources.

The decision also clarifies that RA bridge provisions and “good faith efforts” standards will apply to the procurement order.
iv. March 9, 2026 – The CPUC issued an ALJ ruling granting joint parties’ extension request for the IRP individual filings, extending the deadline from June 1, 2026 to August 10, 2026. Opening comments on LSEs’ IRPs will be due September 21, 2026. 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 2026-2027 Transmission Planning Process (TPP) Portfolios (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 vi. Revised Decision Requiring 2029-2032 Electric Resource Procurement and Transmitting 2026-2027 TPP Portfolios (February 26, 2026):
https://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M600/K398/600398976.PD F
vii. ALJ Ruling Granting Joint Request for Extension of LSEs’ IRP Filings (March 9, 2026):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M601/K895/601895997.PDF f. Key Dates
i. January 2026 – 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. August 10, 2026 – LSEs' Individual IRP Plans Due
g. Pioneer Lead: Chau Pham
[Publish Date] Agenda Date: 3/19/2026

• 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. No updates
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
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 [Publish Date] Agenda Date: 3/19/2026

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, 2026 - 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.
iii. March 3, 2026 – CalCCA filed an opening proposal on transactability issues, responding to ED’s Transactability Report and recommending adoption of hourly load obligation trading. CalCCA argued that the report does not accurately address the issues with the SOD framework or the affordability implications of hourly load obligation trading. CalCCA proposed the CPUC adopt hourly load obligation trading to allow LSEs to transact at the same level of granularity as the SOD requirements and invest in software and systems to automate the RA validation process to assist with administrative burden or adopt temporary guardrails to aid in assessing compliance. iv. March 6, 2026 – CalCCA filed opening comments on Track 1 proposals, clarifying their proposal to incorporate data center load into RA allocations based on specified development milestones, rather than forecasted load. CalCCA also sought procedural and timeline clarifications on PG&E’s proposal that voluntary changes to the effective date of an LSEs’ CPUC-approved implementation plan does not qualify as “load migration” in the annual RA allocation process. The comments also expressed views on various other party proposals, which Pioneer did not directly engage in. 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 [Publish Date] Agenda Date: 3/19/2026

iii. ALJ Ruling on ED’s Transactability Report (February 23, 2026):
https://docs.cpuc.ca.gov/SearchRes.aspx?DocFormat=ALL&DocID=600063407 f. Key Dates
i. January 23, 2026 – Track 1 party proposals
ii. February 23, 2026 –ED report on transactability issues iii. March 3, 2026 – Party proposals on transactability issues 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
[Publish Date] Agenda Date: 3/19/2026

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 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 [Publish Date] Agenda Date: 3/19/2026

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.
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. No updates.
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
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 [Publish Date] Agenda Date: 3/19/2026

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
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 [Publish Date] Agenda Date: 3/19/2026

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. No updates.
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. [Publish Date] Agenda Date: 3/19/2026

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 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.
ii. The ALJ issued a Scoping Ruling asking questions related to the implementation of AB 2666, which aims to better understand the real rate of return utilities receive using backwards looking reviews in GRCs. Though the bill went into effect at the beginning of 2025, this is the first instance of the CPUC addressing the new requirements. The Ruling requests party views on whether and how to scope implementing AB 2666, including whether the GRC is the right venue or a separate rulemaking. Though AB 2666 will improve transparency in general, it is unlikely to make meaningful changes on our primary issues at hand (i.e. PCIA vintaging of hydro assets and assets that are no longer used and useful). Comments on the Ruling are due March 17, 2026.
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
[Publish Date] Agenda Date: 3/19/2026

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).
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. March 9, 2026 – CalCCA submitted testimony recommending that the CPUC:
• Reject PG&E’s proposed 20 percent increases to its CCA Service Fees; • Order PG&E to complete a cost study to support any future recommended changes to its CCA Service Fees;
• Order PG&E to: (1) cap its revenues associated with the CCA Service Fees at the cost levels included in its forecast for these services provided in its 2027 Phase I General Rate Case (GRC) Application (A.) 25-05-009; and (2) track any revenue received above that cap and refund this amount to unbundled customers via PG&E’s next Energy Resource Recovery Account (ERRA) compliance proceeding;
[Publish Date] Agenda Date: 3/19/2026

• Reject PG&E’s proposal to update its CCA Service Fees via Tier 2 Advice Letters in the future, and instead reiterate that PG&E may only update these fees via a GRC application, and that any such update must be supported by up-to-date information regarding PG&E’s actual costs incurred in the provision of these services; and
• Order PG&E to update its Provider of Last Resort (POLR) fee for CCA customers by: (1) submitting supplemental testimony in this proceeding regarding its actual costs as the POLR to process a customer’s voluntary return to bundled service in 2026, using up-to-date data on PG&E’s processing times and labor costs; and (2) shortly after PG&E’s final implementation of its Billing Modernization Initiative (BMI) project, submitting testimony in its next GRC application regarding its actual costs as the POLR to process a customer’s voluntary return to bundled service, using up-to-date data on PG&E’s processing times and labor costs
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: 3/19/2026

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: 3/19/2026

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: 3/19/2026

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 a 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. March 2, 2026 – CalCCA submitted testimony on the Pre-2019 Banked RECs issue which:
• Explains how the PCIA framework operates to ensure statutory indifference between bundled and unbundled customers, including how REC value is conveyed to customers;
• Demonstrates that Later Departing Customers paid for their share of Pre-2019 Banked RECs when those RECs were generated but have not received the [Publish Date] Agenda Date: 3/19/2026

value of those RECs when they are later used for Current Bundled Customer RPS compliance;
• Shows that failure to credit Later Departing Customers when Pre-2019 Banked RECs are used for Current Bundled Customer compliance results in a cost shift from Current Bundled Customers to Later Departing Customers; • Recommends that Pre-2019 Banked RECs be valued at the current RPS MPB – the avoided cost of procuring new RECs in the market – when used for Current Bundled Customer compliance, with the full value recorded as a vintage-specific credit to the PCIA corresponding to the year the RECs were generated; • Explains why vintage-specific crediting ensures only the correct customer vintages receive the correct values and prevents double compensation; • Concludes that CalCCA’s proposal is consistent with Commission precedent, maintains statutory indifference, and can be implemented within the existing PCIA framework; and that
• In the absence of valuation, the Commission is required pursuant to Public Utilities Code section 366.2(g) to provide an allocation to Later Departing Customers for their share of RECs used by the IOU of Pre-2019 Banked RECs, which could be achieved by reducing the Net RPS Procurement Need as measured on the Commission’s Renewable Net Short Calculation template for the LSEs serving those Later Departing Customers.
e. Background Documents/ Key Decisions
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
[Publish Date] Agenda Date: 3/19/2026

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 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
[Publish Date] Agenda Date: 3/19/2026

• 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
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. Public Workshop – March 11, 2026.
[Publish Date] Agenda Date: 3/19/2026

iii. 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 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.
iii. March 4, 2025 - This proceeding is actively evaluating improvements to the IOUs integration capacity analysis (ICA). CalCCA is preparing comments supporting improvements that result in more frequent updates and alignment with interconnection study results.
f. Key Dates
[Publish Date] Agenda Date: 3/19/2026

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 (Jan. 5, 2015):
https://docs.cpuc.ca.gov/PublishedDocs/Efile/G000/M143/K990/143990275.PDF e. Status Update
i. March 5, 2026 - Scope for Phase 3 has been defined and a schedule has been set exploring the development and application of the ACC's Guiding Principles. f. Key Dates
i. ACC Update Staff Proposal Published - April of 2026
ii. Opening Comments – May 2026
iii. Reply Comments - May of 2026
iv. Proposed Decision Adopted - August 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 [Publish Date] Agenda Date: 3/19/2026

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 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.
ii. March 10, 2026 - The scope for Phase 1 has been set prioritizing issues related to Screens Q & R, interconnection timelines, and the process for resources not interconnecting through the Net Billing Tariff (NBT) or Net Energy Metering (NEM) Tariff. These issues are significantly related to, but not limited to, the issues seen by biomass energy developers and the BioMAT program. Pioneer has been accepted as a party to the proceeding and will submit comments supporting changes to improve IOU compliance with interconnection timeline requirements. 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: 3/19/2026
NOTABLE ACHIEVEMENTS – FEBRUARY 2026
• Pioneer Community Energy hosted a working session with GridGen program partner, Participate.Energy, followed by an information session with local contractors. The session was well attended, with contractors receiving additional information needed to market the GridGen program to commercial customers and learning about additional incentives.
• Social media sentiment and online conversations about Pioneer increased by 50% from January to February with 100% positive sentiment across all platforms.
• Our customer care team earned 5/5 in customer satisfaction ratings through the chatbot and a 95.8% satisfaction rate through call center surveys during the month of February.

WEBSITE
The shorter month and pause in paid advertising correlated to reduced website traffic in February.

Most visited pages were:

1. Home Page

2. Incentive Finder

3. PowerShift Rewards

4. GridGen
Consistent with January, the majority of visitors view our site with desktop devices (78%) compared to mobile devices (20%). We anticipate the launch of our upcoming campaign promoting programs will create a more even distribution of viewing.

CUSTOMER CARE
Our customer care team had an uncharacteristically busy February, due in large part to rates and questions about the impending implementation of PG&E’s Base Services Charge.

Chatbot
• Total of 191 interactions
• 53 live conversations (down 38% from January)
o Average duration was 28 minutes + 3 seconds
• Rating of 5/5 in satisfaction surveys
Calls
• 422 total (up 4% from January)
o Billing Inquiry was the most frequent topic at 14.41% o NEM was the second most frequent at 10.78%.
• 95 surveys completed with a 95.8% satisfaction rate.

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COMMUNITY ENERGY

SENTIMENT
Betw n Feb 1, 2026 and Feb 28, 2026
NETSEN ... <.D

POSITIVE
JI 50.0%
Pr,eyiou,. period: 6 7

PIONEER IN THE COMMUNITY
Community Outreach
• Auburn Chamber Installation Dinner Sponsor
• El Dorado County Chamber Installation Dinner Sponsor
• El Dorado Hills Chamber of Commerce luncheon
• El Dorado Hills CSD Senior Center presentation
• El Dorado County Board of Supervisors meeting
• Sunrise Rocklin Chamber meeting
• Monitor all member board meetings
• Rural Counties Representatives of California reception • Lincoln Chamber GRC meeting
• Lincoln Chamber Breakfast meeting
• Lincoln Townhall with Senator Niello and Supervisor
• Loomis Chamber of Commerce 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 • Meeting with local contractor interested in potentially joining Pioneer’ GridGen program as Channel Partner with emphasis on member and C&I opportunities Expansion
• Outreach to expansion communities relate to CalCCA conference • Coordinate a meeting with Alpha Omega Power and Pioneer’s procurement team on large Colusa County energy project

SOCIAL MEDIA
Engagement with Pioneer’s social pages continues to
grow, with new followers including the Northern
Rural Energy Network, which has a strong following
in our service area. The Yuba Sutter Chamber posted
a welcome post for Pioneer, and Silver Wishes
posted a thank you for sponsoring their Night at the
Races event.

Online conversations focused more on PG&E, with
most having generally negative sentiment.

During the past 18 months, Pioneer has consistently
monitored online conversation and corrected
misinformation in social comments. Notably,
Pioneer’s consistent comment moderation is resulting
in having online “ambassadors” correct information
and share positive feedback, providing for organic
third-party endorsements.

Tanni Davis-Simmons
We get checks from Pioneer for our solar contribution, PGE finds ways to cha rge us.

Pioneer is great
lw Like Reply Share 20
Tommy Danielsen
Pioneer is a community owned not for profit company. In most cases it'll be cheaper if you have solar. They recommend that you call them when you get your first bill and they'll go through it together with you to see if you'll save money or not lw Like Reply Share
Liz Nuiiez
Lucky! PGE sucks!!!
lw Like Reply Share 0
Jill Graviet Gayaldo
Pioneer is a not for profit created by Loomis , Lincoln, Rocklin, Placer County, etc to pool our local purchasing power together to purchase electricity ,@, to save the people in Placer County some money from PG&E. Pioneer is located here in Rocklin.

Every city has a representative on the board. You can actually calland ask questions about your specific bill. This is not a paid board like PG&E, pioneer doesn't pay investors like PG&E. It will save people money on the electricity you actually purchase. You still have to pay PG&E to transmit the power because they own the powerlines and have refused to sell them to anyone and you pay PG&E for gas. ,°'!l ~; PG&E bills are a massive impact on our families here in Placer County. The leadership of your commun ity created Pioneer to help while we work with our legislators to try and get some relief. ,@, SMUD and Roseville electric are cheaper options, but we aren't allowed to join them under current laws.

I would encourage you to call Pioneer and have them look at your bill to get accurate answers for your situation
;()B.J;C:8J;C8.I;
lw Like Reply Share

Top performing posts for February:

FACEBOOK
Savings Tip Tuesday:

Avoid Usage between 4-9

INSTAGRAM
Home Appliance Energy Awareness
Savings Tip
Ct)
Pioneer Community Energy's Post
Pioneer Community Energy
February17at1O:SOAM· 0
X
Certain household items can use more energy than you realize. It is important to be aware of your equipment so you can use them accordingly. Remember, try to use tools that req uire more energy early in the morning or late at night when energy is less expensive. #SavingsTipTuesday STATE OF CALIFORNIA Gavin Newsom, Governor

PUBLIC UTILITIES COMMISSION
505 VAN NESS AVENUE
SAN FRANCISCO, CA 94102-3298
March 5, 2026
Don Eckert
Pioneer Community Energy
2510 Warren Drive, Suite B
Rocklin, CA 95677
[email protected]
RE: Letter Certifying CCA Implementation Plan and Statement of Intent – Addendum #4 Dear Don Eckert,
I am writing to certify receipt of Pioneer Community Energy Implementation Plan and Statement of Intent – Addendum #4 to expand to include the County of Colusa and the Cities of Colusa and Williams. This Implementation Plan and Statement of Intent -- Addendum #4 was submitted to the Energy Division on December 23, 2025, to begin service in this municipality effective after October 1, 2027.

Pursuant to Public Utilities Code Section 366.2 (c)(7), within 90 days after the Community Choice Aggregator (CCA) establishing load aggregation files and submitting an Implementation Plan, the Commission is required to certify that it has received the Implementation Plan, including any additional information necessary to determine a cost-recovery mechanism.

Public Utilities Code Section 366.2 (c)(3) requires a CCA Implementation Plan to contain all of the following:

A) An organizational structure of the program, its operations, and its funding.

B) Ratesetting and other costs to participants.

C) Provisions for disclosure and due process in setting rates and allocating costs among participants.

D) The methods for entering and terminating agreements with other entities.

E) The rights and responsibilities of program participants, including, but not limited to, consumer protection procedures, credit issues, and shutoff procedures.

F) Details regarding the termination of the program.

Attachment 4
G) A description of the third parties that will be supplying electricity under the program, including, but not limited to, information about financial, technical, and operational capabilities.

H) The methods for ensuring procurement from small, local, and diverse business enterprises in all categories, including but not limited to, renewable energy, energy storage system, and smart grid projects.

Pursuant to Public Utilities Code Section 366.2 (c)(4), a CCA is also to prepare and provide for all of the following:

A) A statement of intent; and
B) Provision(s) that provide for:

1. Universal access;

2. Reliability;

3. Equitable treatment of all classes of customers; and

4. Compliance with any legal requirements concerning aggregated service.

On June 29, 2023, in Decision (“D.”) 23-06-029, the CPUC adopted new requirements based on resource adequacy program compliance for load serving entities that elect to expand service (collectively, “RA LSE Expansion Requirements”). Because Pioneer Community Energy submitted Addendum #4 following the effective date of the RA LSE Expansion Requirements, it is therefore subject to this new rule.1 Having found that Addendum #4 complies with other applicable expansion requirements, CPUC staff evaluated the expansion effective date based solely on Pioneer Community Energy’s compliance with the RA LSE Expansion Requirements. Pursuant to this guidance, the CPUC reviewed Pioneer Community Energy’s RA filings. Energy Division staff have determined that Pioneer Community Energy is in compliance with the RA LSE Expansion Requirements and confirms October 1, 2027 as the effective date.

Energy Division staff confirms that Pioneer Community Energy’s Implementation Plan and Statement of Intent – Addendum #4 contains the information required by Public Utilities Code Section 366.2 (c). Should there be any modification to the Implementation Plan, including but not limited to the start date, anticipated load, and phase-in schedule, Pioneer Community Energy shall submit an updated Implementation Plan to the Commission in the same manner it submitted the original plan.

Pursuant to P.U. Code Section 366.2 (c)(7), the Commission is required to provide Pioneer Community Energy with “its findings regarding any cost recovery that must be paid by 1 D. 23-06-029 at 41.
customers of the community choice aggregator to prevent a shifting of costs as provided for in P.U. Code Section 366.2 subdivisions (d), (e) and (f).” The costs referenced in P.U. Code Section 366.2 subdivisions (d), (e) and (f) are recovered via separate charges for: (1) Power Charge Indifference Adjustment (per kWh); (2) DWR Bond Charge (per kWh); and (3) Competition Transition Charge (CTC) (per kWh). By this letter, the Commission informs Pioneer Community Energy that these costs are identified on each of PG&E’s customer-specific tariff sheets, in the Electric Rates Schedules section.2
Sincerely,
Molly Sterkel
Director, Energy Division
California Public Utilities Commission
cc:

Pioneer Community Energy:

Gina Stassi-Vanacore ([email protected]) Scott Blaising ([email protected])
Jessica Melms ([email protected])
Amy Freeman ([email protected])
The California Public Utilities Commission:

Kerry Fleisher ([email protected])
Christine Hammond ([email protected])
Aaron Jacobs-Smith ([email protected])
Michele Kito ([email protected])
Dina Mackin ([email protected])
Mary Taylor ([email protected])
CCA Notices ([email protected])
2 PG&E Tariffs under Electric Rate Schedules: Schedule CCA-CRS I
n the ever-changing world of energy,
few leaders embody community-driven
transformation like Alice Dowdin Calvillo,
board chair of Pioneer Community Energy
and Auburn City Councilmember. Now in her
fifth year steering the organization, Alice has
been instrumental in growing Pioneer from a
nascent community choice aggregator (CCA)
to what will be California’s geographically
largest CCA by the end of 2027 when service
launches in 16 new territories, providing a
choice in energy options to customers.

Her tenure reflects a rare blend of industry
knowledge, fiscal prudence and an unwavering
commitment to the communities she serves,
earning her recognition as a beacon for women
in leadership.

Dowdin Calvillo’s dedication to customer
savings is evident in the $145 million Pioneer
has delivered back to ratepayers since
2018. Those savings are reinvested locally
through money-saving programs and power
purchase agreements with regional partners
like the El Dorado Irrigation District, Placer
County Water Agency and Sierra Pacific
Industries. Pioneer also supports economic
development projects ranging from biomass
facilities to microgrids, each advancing Pioneer’s
“community first” mission while addressing
pressing local needs such as wildfire mitigation.

Equally important, Dowdin Calvillo is leading
a forward-thinking approach to technology.

She believes that innovation only matters
when it makes life better for people — when
renewable projects, grid solutions or emerging
tools serve communities, not just markets. The
Pioneer leadership team examines technologies
in ways that make things matter, ensuring every
investment supports resilience, compliance and
long-term value for customers.

What continues to set Dowdin Calvillo apart
is her grounded leadership style: thoughtful,
informed and consistently centered on people.

She aligns major decisions with Pioneer’s
guiding principles of community partnership,
fiscal strength, exceptional service and
workplace excellence. Beyond the boardroom,
she embraces her deep Auburn roots, seeing
her local leadership on the city council as an
opportunity to create lasting impact. She takes
pride in the women who now lead beside her,
celebrating how far they have come and the
progress they continue to champion.

As Pioneer expands, Dowdin Calvillo’s
leadership ensures that communities and
customers not only save money but also
share in the many tangible benefits that
Pioneer offers — a vision where energy
truly empowers.
2510 Warren Drive, Suite B, Rocklin, CA 95677 916.758.8969 pioneercommunityenergy.org

WOMEN IN LEADERSHIP

PIONEER COMMUNITY ENERGY
EMPOWERING COMMUNITIES: ALICE DOWDIN CALVILLO’S VISIONARY LEADERSHIP Pictured: Alice Dowdin Calvillo, Pioneer Community Energy Board Chair and Auburn City Councilmember

SPONSORED PROFILE
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COMMUNITY ENERGY
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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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COMMUNITY ENERGY
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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.