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
June 18, 2026
REGULAR MEETING and PUBLIC HEARING
3:00 PM
Pioneer Community Energy Board Room
2510 Warren Drive, Suite B, Rocklin, CA 95677
REMOTE LOCATION
Nevada City – City Hall, Wetherall Conference Room
317 Broad Street, Nevada City, CA 95959
PUBLIC HEARING
Public Hearing on the Status of Vacancies and Recruitment and Retention Efforts at Pioneer Community Energy under Assembly Bill 2561 Persons may address the Board in person at the address above; by remitting written comment by mail or by email to: [email protected] received no later than 1:00 PM on day of meeting; or, by accessing the Zoom webinar link listed below. Comments are limited to three minutes.
This regular meeting will convene in person at the address printed above, be accessible on the Zoom platform at the following link:
https://us06web.zoom.us/j/89020017279;
and live streamed for viewing on the Pioneer website:
https://pioneercommunityenergy.org/about-us/meetings-and-agendas/.
Members of the public may participate in person or by remote audio/visual access.
Those who participated remotely and wish to comment should be prepared to use the Zoom platform via computer or telephone. Public comment will be opened for each agenda item in sequence.
How to Participate Using Zoom
You can join the meeting using the following link:
https://us06web.zoom.us/j/89020017279.
When you join the meeting, you will be muted by default. To inform the Clerk that you would like to make a public comment, you will use the “Raise Hand” feature.
Public Comment via Computer or Smartphone
If you would like to make a comment, you will use the “Raise Your Hand” feature.
Please note that you should only raise your hand during the item to which you will comment. Instructions for using the “Raise Hand” feature when using a computer or mobile device can be found at the link:
https://support.zoom.us/hc/en-us/articles/205566129-Raising-your-hand-in-a-webinar Public Comment via telephone (Audio Only Option)
1. Dial 1 (699) 900-6833
2. When asked for the meeting ID, enter 890 2001 7279#
3. When asked for your participant ID, press # to continue.
You will be muted by default. To inform the Clerk that you would like to make a comment, during each agenda item, dial *9 to “Raise your hand.” When it is your turn to speak, the Clerk will identify you by the last three digits of your phone number; at that time, dial *6 to unmute yourself and state your name and comment for the record. Please note that you should only raise your hand during the item to which you will comment.
I. GENERAL ADMINISTRATIVE FUNCTION – PART 1
A. RECONVENE OPEN SESSION
1. Roll Call
B. PUBLIC REPORT OF CLOSED SESSION
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. Public comments on matters listed on the agenda shall be heard at the time the matter is called. Comments are limited to three minutes. a) ADMINISTRATION
Approve the minutes of the May 21, 2026 regular meeting. (ECKERT) b) FINANCE & ADMINISTRATION
Receive Fiscal Year 2025-26 Draft Monthly Financial Reports through April 2026. (KOEHN) c) FINANCE & ADMINISTRATION
Adopt a resolution to authorize and approve the Chief Executive Officer to execute an agreement with Maher Accountancy for accounting services for a contract amount of $220,400 not to exceed $250,400 as a contingency for potential additional services for a one-year term. (KOEHN) d) FINANCE & ADMINISTRATION
Adopt a resolution authorizing the Chief Executive Officer to execute an agreement with Alive Media for the acquisition of audiovisual equipment, relocation of existing audiovisual equipment, and expansion of the boardroom audiovisual system to accommodate Pioneer’s expanded Board, in an amount not to exceed $194,210. (KOEHN) 2) PRESENTATION
California Independent System Operator - Summer Readiness and Grid Regionalization Update (DISCUSSION- STASSI-VANACORE)
Recommendation: Receive a presentation from California Independent System Operator (CAISO) on Summer Readiness and updates on Grid Regionalization.
3) ADMINISTRATION
Receive an Update on the Prepay Bond Transaction (DISCUSSION-ECKERT) Recommendation: Receive an update on the Prepay Bond Transaction.
III. REGULAR AGENDA
PUBLIC HEARING
Persons may address the Board in person; by remitting written comment by mail or by email to:
[email protected] received no later than 1:00 PM on day of meeting; or, by accessing the Zoom webinar link: https://us06web.zoom.us/j/89020017279. Comments are limited to three minutes. 4) PUBLIC HEARING
Conduct Public Hearing on the Status of Vacancies and Recruitment and Retention Efforts at Pioneer under Assembly Bill 2561 (DISCUSSION-KOEHN)
Recommendation: Conduct Public Hearing on the status of vacancies and recruitment and retention efforts in compliance with Assembly Bill 2561 (Government Code § 3502.3). 5) FINANCE & ADMINISTRATION
Adopt Resolution Approving the Recommended Fiscal Year 2026-27 Budget (ACTION-KOEHN ) Recommendation: Adopt Resolution approving the recommended Fiscal Year 2026-27 Budget. 6) POWER RESOURCES
Adopt Resolutions Authorizing the Chief Executive Officer to Execute Agreements with Amperon Holdings, Inc. for Meter-Demand Forecasting and with cQuant.IO, Inc. Amendment No. 3 to Consultant Services Agreement for Portfolio Optimization and Slice-of-Day Compliance Requirements Support (ACTION-KANG)
Recommendation: Adopt Resolutions Authorizing the Chief Executive Officer to execute agreements with (1) Amperon Holdings, Inc. for meter-demand forecasting in an amount not to exceed $82,650; and, (2) Amendment No. 3 to Consultant Services Agreement with cQuant.IO Inc. for portfolio optimization and Slice-of-Day compliance requirements support in an amount not to exceed $1,195,520.20.
7) FINANCE & ADMINISTRATION
Information Technology and Security Audit Presentation (DISCUSSION-KOEHN) Recommendation: Receive a presentation on the Information Technology (IT) and Security Audit results.
IV. GENERAL ADMINISTRATIVE FUNCTION – PART 2
A. BOARD MEMBER COMMUNICATIONS
1. Governance Committee, Committee Chair Dowdin
Calvillo
2. Board Member Communications
B. CHIEF EXECUTIVE OFFICER COMMUNICATIONS
C. ITEMS FOR INFORMATION
1. Glossary of Terms
D. ADJOURNMENT
Upcoming Meeting of the Board:
July 23, 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 June 18, 2026 special meeting of the Pioneer Community Energy Governing Board was posted and available for public review on June 12, 2025 at the offices of Pioneer Community Energy, 2510 Warren Drive, Suite B, Rocklin, CA 95677; at remote location Nevada City – City Hall, Wetherall Conference Room, 317 Broad Street, Nevada City, CA 95959; 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
May 21, 2026
MINUTES
Entry No. 1
Heard General Administrative Functions – Part I
Call to Order
Pioneer Community Energy Governing Board met in open session at 3:01 PM on May 21, 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; 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 (7/11)
Present: City of Auburn (Dowdin Calvillo), City of Colfax (Lomen), County of El Dorado (Parlin), City of Lincoln (Pearl), Nevada City (Petersen), City of Placerville (Carter), City of Rocklin (Janda).
Absent: City of Grass Valley (Ivy), Town of Loomis (Ring), County of Placer (DeMattei), County of Placer (Jones).
Chair Dowdin Calvillo presided over the meeting.
B. Public Comment
Written communications on items not listed on this agenda were received from James Ensten and have been distributed to the Board of Directors. There were no other comments from members of the public.
C. Agenda Review
Reviewed and made revision to the order of items for May 21, 2026. Staff received advance confirmation of two members to be recused due to a conflict of economic interest for Regular Agenda Item 2, Authorizing the Execution of Prepay Bond Transaction. To ensure a quorum for Item 2, staff recommended moving Item 3 ahead of Item 2 allowing time for another member expected to join the meeting to be seated.
Director Ivy joined the meeting prior to consideration of the Consent Agenda. (8/11) Entry No. 2
Acted on the Consent Agenda as follows:
Approved the minutes of the April 16, 2026 Regular meeting.
Received Fiscal Year 2025-26 Draft Quarterly Financial Reports through March 31, 2026.
Adopted Resolution 2026-14 authorizing the Chief Executive Officer to execute an agreement with Seats and Stations for the furniture procurement for Pioneer’s new office at 2540 Warren Drive, Suite C, Rocklin, CA, in an amount not to exceed $126,913.67.
DRAFT - ITEM 1a
DRAFT – May 21, 2026 – page 2
MOTION: Pearl/Carter. Vote: 8:0:3
ROLL CALL
Ayes: Carter, Dowdin Calvillo, Ivy, Janda, Lomen, Parlin, Pearl, Petersen.
Noes: None.
Abstain: None.
Absent: DeMattei, Jones, Ring.
As Director Ivy had joined the meeting, the original order of items was reinstated.
Entry No. 3
Adopt Resolution Authorizing the Execution of Prepay Bond Transaction (ACTION-ECKERT) Director Janda and Director Pearl recused themselves from this item due to a conflict of economic interest and were excused from the room until the completion of this item.
Director Jones joined the meeting immediately preceding the presentation. (9/11) Chief Executive Officer Eckert introduced the item, provided the timeline and benefit of using tax-exempt authority for savings in power procurement; and, introduced Michael Berwanger, PFM Financial Advisors, to present the item.
Mr. Berwanger provided an overview of the Prepay Bond Transaction, relaying that leverage use of tax-exempt bonding capacity to secure long-term supply with a goal of reducing cost of power purchases by a discount of seven percent or more; and, confirmed the structure of the bonds poses no financial risk to Pioneer Community Energy as the bonds are not obligations of Pioneer.
The Board of Directors of Pioneer Community Energy adopted Resolution 2026-15 authorizing the execution and delivery of a clean energy purchase contract and certain other documents in connection with the issuance by the California Community Choice Financing Authority of its clean energy project revenue bonds to finance the project described herein; and certain other actions in connection therewith.
MOTION: Parlin/Petersen. Vote: 7:0:4
ROLL CALL
Ayes: Carter, Dowdin Calvillo, Ivy, Jones, Lomen, Parlin, Petersen,.
Noes: None.
Abstain: None.
Absent: DeMattei, Janda (recused), Pearl (recused), Ring.
Director Janda and Director Pearl rejoined the meeting at completion of this item.
Entry No. 4
Proposed Fiscal Year 2026-27 Budget
Brad Koehn, Director of Finance and Administration, presented the proposed Fiscal Year 2026-27 Budget including Goals for Fiscal Year 2026-27, review of three consecutive Pioneer rate decreases, the Power Charge Indifference Adjustment (PCIA) temporary offset credit for top ten large load customers, preparation for expansion, request for additional staff, risk and reserves.
The Board received the presentation on the Proposed Fiscal Year 2026-27 Budget and provided direction as appropriate.
DRAFT – May 21, 2026 – page 3
The Board discussed and staff confirmed that (1) Pioneer, as a Community Choice Aggregation (CCA), has authority to impose a PCIA for large load customers who opt out; however, no CalCCA agency has done so.
Pioneer could also look at other rate structures such as tariffs for large load customers. (2) Pioneer’s use of consultants in addition to full-time employees is beneficial and a similar structure to other CCAs; and will provide the Board of Directors with requested information regarding operations and compensation percentage of non-power consultants and employees compared to other CCAs. (3) Pioneer is preparing a robust communications plan with the new expansion territories and bringing on additional staff building greater capacity for physical presence in throughout the process. (4) Pioneer’s request for an additional full-time employee as Executive Assistant is for support of the Chief Executive Officer and the Board Clerk. (5) Pioneer’s three percent reduction in power supply was a result of an increase in Net Energy Metering (NEM) customers as state regulations for new housing require solar power.
The Recommended Budget will be brought to the Board for approval at the June 18, 2026, Board meeting.
Director Carter dismissed himself from the meeting at 4:00 PM due to business with Placerville City Council.
Entry No. 5
Bioenergy Market Adjusting Tariff Projects Update
Update from Pioneer Community Energy staff regarding projects approved for the Bioenergy Market Adjusting Tariff (BioMAT).
Chief Executive Officer Eckert introduced the item and Chief Operating Officer Kang presented it.
The California Public Utilities Commission (CPUC) established the Bioenergy Market Adjusting Tariff (BioMAT) for the purpose of diversifying California’s renewable energy portfolio while addressing critical environmental challenges through procurement of 250 megawatts of renewable energy from small-scale bioenergy projects. In 2021, through efforts led by Pioneer, Assembly Bill 843 passed allowing for CCAs to participate in BioMAT.
Before Assembly Bill 843 was passed, less than thirty percent of Category 3 resources were utilized, and less than a third of overall available capacity. Prior to the BioMAT program expiration in December 2025, Pioneer secured six BioMAT projects in Butte, Calaveras, Mariposa, Nevada, Pluma, and Yuba counties for which Power Purchase Agreements have been executed.
The Board received the presentation, congratulated Pioneer for moving forward with a short deadline, and congratulated Director Ivy (City of Grass Valley) on his work to move the Grass Valley (Nevada County) project forward with West Biofuels.
Entry No. 6
Update on 2026 Net Energy Metering/Solar Billing Plan Payments Chief Executive Officer Eckert introduced the item and Director of Communications, Gina Stassi-Vanacore, presented it.
The Net Energy Metering (NEM) payments have been distributed with increase due to the September 2025 Policy update for NEM 1.0 and NEM 2.0 customers. More than 26,000 accounts are receiving $1.25 million in checks or credits. The year-to-year difference represents an increase of 127 percent in accounts receiving checks or credits.
This increase in cash-outs and credits affirms that the updated policy is advantageous for customers; and, Staff confirmed that Pioneer pays its customers a premium of one-half cent more than PG&E.
DRAFT – May 21, 2026 – page 4
Entry No. 7
Presentation on the Calpine Energy Solutions Community Benefits Give Back Program Director of Communications, Gina Stassi-Vanacore, introduced Jhelum Bagchi, Calpine, who presented the item.
Calpine Community Energy, part of Calpine Corporation, was founded to support customer choice in energy and helped to launch California’s first CCA program in 2010, and has been Pioneer’s data management and billing partners since its launch.
Calpine is committed to re-investing into the communities and partners that it supports through the Community Benefits Give Back Program. For 2026, a total of three to five grants will be awarded ranging from $10,000 to $25,000. The grant application period is June 1 through July 13 and interested organizations may apply on Pioneer’s website.
Although funding decisions will remain at the discretion of the Calpine team, Calpine anticipates working with Pioneer staff to help promote the program and report on performance and impact.
The Board received presentation on the 2026 Calpine Energy Solutions Community Benefits Give Back grant program and expressed appreciation to Calpine for providing this benefit.
Staff confirmed that flyers would be provided to the Directors and that the information and grant application link will be active on June 1, 2026.
Entry No. 8
Heard General Administrative Function – Part II
Board Member Communications
Director Pearl reported that the Audit & Finance Committee met on May 11, 2026. The Committee approved the meeting minutes of April 7, 2026, as presented; received a progress report on the Power Prepay Transaction and the timeline for next steps; received an overview of the Fiscal Year 2026-27 Operating Budget, discussed the presentation, and recommended the Board to approve the budget as proposed; and, received follow up on Joint Powers Agencies’ ability to utilize derivatives such as put options for hedging against the PCIA, and reviewed next steps on issuing Requests For Information from compatible banking institutions. The Committee will convene again in the fall to kick off the financial audit.
Director Petersen expressed appreciation for Vice Chair Pearl chairing the meeting and providing this summary report.
Chief Executive Officer Communications
Chief Executive Officer Eckert provided an update on the City of South Lake Tahoe, informed the Board that he and Chief Operating Officer Kang would be meeting with Liberty Utilities on June 2, and continue to work on regulatory, billing, and financial sides of this endeavor.
Director Parlin informed the Board that County of El Dorado Board of Supervisors has created an ad hoc committee for staff to with Pioneer on behalf of City of South Lake Tahoe.
Chief Executive Officer Eckert expressed appreciation for Board Chair Dowdin Calvillo and Board Vice Chair Janda for representing Pioneer Community Energy at the CalCCA Annual Conference.
DRAFT – May 21, 2026 – page 5
Chair Dowdin Calvillo expressed appreciation for Pioneer staff and affirmed that she is proud to be part of Pioneer.
Lastly, Chief Executive Officer Eckert announced that Pioneer had received the first ERRA forecast regarding the PCIA which looks more favorable for better rates.
Items for Information
Received the Glossary of Terms.
Adjournment
The meeting adjourned at 4:29 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 April 2026 Date: 6/18/2026
RECOMMENDATION
Receive Fiscal Year 2025-26 Draft Monthly Financial Reports through April 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 April 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 ten months of the fiscal year is $12.5 million.
ATTACHMENTS
1. Financial Reports through April 30, 2026
Plf)NEER
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 April 30, 2026, and the related statement of revenues, expenses, and changes in net position for the ten 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
June 4, 2026
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com CCA Program
ASSETS
Current assets
Cash and cash equivalents 51,949,194$
Investments 134,231,832
Accounts receivable, net of allowance 15,044,596
Accrued revenue 5,596,839
Other receivables 777,743
Interest receivable 241,000
Prepaid expenses 3,504,373
Deposits 838,866
Total current assets 212,184,443
Noncurrent assets
Capital assets, net of depreciation and amortization 1,334,993 Deposits 795,986
Total noncurrent assets 2,130,979
Total assets 214,315,422
LIABILITIES
Current liabilities
Accrued cost of electricity 15,987,210
Accounts payable 509,413
Other accrued liabilities 1,087,152
Lease liability 133,154
Supplier security deposits 312,000
Total current liabilities 18,028,929
Noncurrent liabilities
Lease liability 656,793
Supplier security deposits 60,000
Total noncurrent liabilities 716,793
Total liabilities 18,745,722
NET POSITION
Net investment in capital assets 545,046
Unrestricted net position 195,024,654
Total net position $ 195,569,700
PIONEER COMMUNITY ENERGY
STATEMENT OF NET POSITION
As of April 30, 2026
CCA PROGRAM
See accountants' compilation report. 2
CCA Program
OPERATING REVENUES
Electricity sales, net 179,440,813$
Other income 135,999
Total operating revenues 179,576,812
OPERATING EXPENSES
Cost of electricity 160,145,776
Contract services 5,325,370
Staff compensation 4,509,537
Other operating expenses 2,125,463
Depreciation and amortization 157,245
Total operating expenses 172,263,391
Operating income (loss) 7,313,421
NONOPERATING REVENUES (EXPENSES)
Investment income 5,211,667
Interest expense (54,776)
Nonoperating revenues (expenses), net 5,156,891
CHANGE IN NET POSITION 12,470,312
Net position at beginning of period 183,099,388
Net position at end of period 195,569,700$
Ten Months Ended April 30, 2026
AND CHANGES IN NET POSITION
STATEMENT OF REVENUES, EXPENSES
CCA PROGRAM
PIONEER COMMUNITY ENERGY
See accountants' compilation report. 3
Participation Rates – April 2026
Participation Rate April 2026 April 2025
AUBURN INC 85.78% 85.52%
COLFAX INC 88.33% 87.86%
GRASS VALLEY INC 96.28% 96.52%
LINCOLN INC 83.25% 82.65%
LOOMIS INC 87.35% 87.03%
NEVADA CITY INC 97.96% 97.87%
PLACERVILLE INC 85.65% 85.61%
ROCKLIN INC 90.44% 90.26%
UNINC EL DORADO CO 79.81% 79.68%
UNINC PLACER CO 84.84% 84.67%
Grand Total 84.45% 84.26%
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 ten months ended April 30, 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
June 4, 2026
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com 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 $ 185,419,720 $ 181,832,220 $ (3,587,500) 98% $ 215,101,717 $ 33,269,497 Green100 Sales 117,351 64,194 (53,157) 55% 147,684 83,490 Congestion Revenue Rights and Battery Optimization 7,516,963 7,793,535 276,572 104% 8,700,000 906,465 Less Uncollectible Accounts (2,504,345) (2,455,601) 48,744 98% (2,905,867) (450,266) Total Operating Revenues 190,549,688 187,234,348 (3,315,340) 221,043,534 33,809,186
ENERGY EXPENSES
Power Supply 175,975,381 167,939,311 (8,036,070) 95% 206,171,746 38,232,435 GROSS MARGIN 14,574,307 19,295,037 4,720,730 14,871,788 (4,423,249)
OPERATING EXPENSES
Administration
Compensation 775,167 632,440 (142,727) 82% 942,200 309,760 Contract services 952,363 130,754 (821,609) 14% 999,830 869,076 Operating expenses 774,985 715,505 (59,480) 92% 841,770 126,265 Total Administration expenses 2,502,515 1,478,699 (1,023,816) 59% 2,783,800 1,305,101 Finance
Compensation 947,288 888,977 (58,311) 94% 1,145,745 256,768 Contract services 516,311 394,419 (121,892) 76% 596,000 201,581 Operating expenses 266,301 206,075 (60,226) 77% 307,025 100,950 Total Finance expenses 1,729,900 1,489,471 (240,429) 86% 2,048,770 559,299 Power Procurement
Compensation 991,328 924,300 (67,028) 93% 1,199,593 275,293 Contract services 1,892,577 1,223,712 (668,865) 65% 2,289,187 1,065,475 Operating expenses 357,583 319,219 (38,364) 89% 369,500 50,281 Total Power Procurement expenses 3,241,488 2,467,231 (774,257) 76% 3,858,280 1,391,049 Customer Care
Compensation 525,560 550,714 25,154 105% 641,672 90,958 Contract services 2,506,667 2,496,469 (10,198) 100% 2,985,000 488,531 Operating expenses 159,292 142,653 (16,639) 90% 159,050 16,397 Total Customer Care expenses 3,191,518 3,189,836 (1,682) 100% 3,785,722 595,886 Marketing & Communications
Compensation 638,833 560,547 (78,286) 88% 797,599 237,052 Contract services 236,667 117,511 (119,156) 50% 300,000 182,489 Operating expenses 482,000 259,830 (222,170) 54% 612,400 352,570 Total Marketing & Communications expenses 1,357,499 937,888 (419,611) 69% 1,709,999 772,111 Legislative & Regulatory
Compensation 755,083 691,114 (63,969) 92% 912,100 220,986 Contract services 307,140 218,123 (89,017) 71% 357,807 139,684 Operating expenses 26,167 17,816 (8,351) 68% 30,600 12,784 Total Legislative and Regulatory expenses 1,088,390 927,053 (161,337) 85% 1,300,507 373,454 Programs
Compensation 384,640 261,447 (123,193) 68% 461,568 200,121 Contract services 378,889 12,000 (366,889) 3% 700,000 688,000 Operating expenses 875,391 879,218 3,827 100% 990,926 111,708 Total Programs expenses 1,638,920 1,152,665 (486,255) 70% 2,152,494 999,829 Total Operating Expenses 14,750,231 11,642,843 (3,107,388) 79% 17,639,572 5,996,729 OPERATING INCOME (LOSS) (175,923) 7,652,194 7,828,117 (2,767,784) (10,419,978)
NON-OPERATING REVENUES (EXPENDITURES)
Investment gains (losses) 4,679,340 5,211,667 532,327 111% 5,550,000 338,333 Miscellaneous income 136,000 - 136,000 (136,000) -
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) (484,453) 265,547 65% (750,000) (265,547) Nonoperating revenues (expenditures), net 2,279,340 3,253,469 974,129 3,150,000 (103,469) Contribution to/(from) Reserves $ 2,103,417 $ 10,905,663 $ 8,802,246 $ 382,216 $ (10,523,447)
BUDGETARY COMPARISON SCHEDULE
Ten Months Ended April 30, 2026
PIONEER COMMUNITY ENERGY
CCA PROGRAM
PIG~NEER
COMMUNITY ENERGY
Staff Report - Item le
To: The Governing Board
From: Linda Praseudsuk, Senior Financial Analyst
Item le:
Date:
Adopt Resolution to Authorize and Approve the Chief Executive Officer to Execute an Agreement with Maher Accountancy for Accounting Services for a Contract Amount of $220,400 Not to Exceed $250,400 as a Contingency for Potential Additional Services for a One-Year Term
6/18/2026
RECOMMENDATION
Adopt a resolution to authorize and approve the Chief Executive Officer to execute an agreement with Maher Accountancy for accounting services for a contract amount of $220,400 not to exceed $250,400 as a contingency for potential additional services for a one-year term.
BACKGROUND
Accurate financial reporting and strong internal controls are of high importance to both the Governing Board and Staff. On March 18, 2021, the Board authorized the Executive Director to execute an agreement with Maher Accountancy for Pioneer's accounting and financial reporting needs from April 2021 to June 2022. The Board has since consistently approved the use of Maher Accountancy for accounting services for each subsequent fiscal year.
Maher Accountancy maintains strong internal controls, has less fiscal impact than hiring in-house staff, and provides institutional knowledge based on years of experience with other Community Choice Aggregators (CCAs).
ANALYSIS & DISCUSSION
This item seeks to reaffirm and continue that approval for the upcoming Fiscal Year 2026-27 period, ensuring continuity and compliance with our financial practices.
Maher Accountancy shall provide accounting services and financial operational assistance to Pioneer for a fixed monthly fee.
Standard Services include:
1. Maintenance of the General Ledger including reconciling customer data management reports of customer activity and accounts receivable and reconciliation of the agency's financial institution for cash activity and balances.
2. Assist staff with the development of the operating budget.
3. Manage accounts payable by providing a cloud-based accounts payable document management system that enhances internal controls.
4. Manage compliance with fiscal provisions of vendor contracts including the verifying of time periods, rates, and financial limits before payment is released.
5. Monitor expenditures budget compliance and make timely suggestions and budget amendments when necessary.
6. Financial reporting includes periodic and year-to-date accrual basis financial statements.
7. Present financial information to the Governing Board, as needed.
Agenda Item: le Agenda Date: 6/18/2026
8. Assist in treasury function.
9. File various compliance reports for state and local agencies such as user taxes, energy surcharges and state controller reports (financial transaction and government compensation reports).
10. File annual information returns such as 1099's/1096's.
Maher Accountancy shall also:
• assist with coordination of an independent auditor for the annual audit and prepare annual financial statements, including notes and the Management Discussion & Analysis. • coordinate with the County of Placer for inclusion of mPOWER financials in the annual audit process. • maintain online contract and budget tracking tools to improve staff's ability to track spending and manage service contracts more efficiently.
Pioneer retains the right to terminate the contract at any time.
STRATEGIC PLAN
This item supports the Strategic Goal to "Be Fiscally Strong and Resilient."
FISCAL IMPACT
The fiscal impact of this recommendation is $220,400 (not to exceed $250,400) over a 12-month period beginning July 1, 2026. This amount includes a cost of living adjustment of 3.8% over the prior year and the additional cost of the contract/budget portal (which had been waived in FY 25-26).
ATTACHMENTS
1. Resolution Authorize and Approve the Chief Executive Officer to Execute an Agreement with Maher Accountancy for Accounting Services for a contract amount of $220,400 not to exceed $250,400 as a contingency for potential additional services.
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 June 18, 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, accurate financial reporting and strong internal controls are of high importance to both the Governing Board and staff; and
WHEREAS, Maher Accountancy maintains strong internal controls, has less fiscal impact than hiring in-house staff, and provides institutional knowledge based on years of experience with other Community Choice Aggregators (“CCAs”); and
WHEREAS, competitive solicitation requirement is hereby dispensed and a sole source procurement with Maher Accountancy is justifiably in the best interest of Pioneer for the following reasons:
• Maher Accountancy has been in business for over 35 years providing audit, tax and accounting services.
• Maher Accountancy has experience auditing local governments and providing accounting and consulting services to various types of utilities. • Maher Accountancy has been providing services to CCA companies since 2010, including the first successfully formed CCA, Marin Clean Energy. Maher Accountancy continues to be engaged with Marin Clean Energy. • Maher Accountancy has a developed team of CPAs, Data Analyst, and Accountants with CCA experience.
In the matter of:
RESOLUTION TO AUTHORIZE THE CHIEF EXECUTIVE
OFFICER TO EXECUTE AN AGREEMENT WITH MAHER
ACCOUNTANCY FOR ACCOUNTING SERVICES FOR A
CONTRACT AMOUNT OF $220,400 NOT TO EXCEED
$250,400 AS A CONTINGENCY FOR POTENTIAL
ADDITIONAL SERVICES FOR A ONE-YEAR TERM
Resolution 2026-__
June 18, 2026
2 • Maher Accountancy provides services to 6 CCAs that are very similar to Pioneer’s service offering and worked with each one prior and during each CCA’s phase 1 launches.
• In addition to those 6 CCA’s, other CCAs throughout the State receive various Maher Accountancy consulting services.
• Maher Accountancy has extensive experience working with Pioneer’s service providers; Calpine Energy Solutions and ZGlobal which provide critical data services for revenues and cost of energy.
BE IT RESOLVED, the Governing Board of Pioneer Community Energy, State of California, hereby finds, declares, and resolves as follows:
1. The above recitals are true and correct.
2. The Governing Board hereby authorize and approve the Chief Executive Officer to Execute an Agreement with Maher Accountancy for Accounting services, in substantially the form attached, for accounting services from July 1, 2026, through June 30, 2027, for a contract amount of $220,400 not to exceed $250,400 as a contingency for potential additional services, with any minor clerical or clarifying changes proposed by the Chief Executive Officer and approved by General Counsel.
3. This Resolution shall take effect immediately upon its adoption.
Exhibit A: Professional Services Agreement with Maher Accountancy.
Docusign Envelope ID: 277301BA-6D69-89E7-8255-A6C9976F306E Administering Agency: Pioneer Community Energy
Contract No.
Contract Description: Accounting Services
CONSULTANT SERVICES AGREEMENT
THIS AGREEMENT is made at Rocklin, California, as ofJuly 1, 2026 (the "Effective Date"), by and between Pioneer Community Energy, (""Pioneer'"'), and Maher Accountancy ("Consultant"), who agree as follows:
1. Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide the services described in Exhibit A. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A. Pioneer shall have the right to request, in writing, changes in the scope of services. Any such changes mutually agreed upon by the parties, and any corresponding increase or decrease in compensation, shall be incorporated by written amendment to this Agreement. Consultant shall not be reimbursed for any expenses incurred for work performed outside the scope of services in Exhibit A unless prior written approval is given by Pioneer through a fully executed written amendment.
2. Payment. Pioneer shall pay Consultant for services rendered pursuant to this Agreement at the time and in the amount set forth in Exhibit B. The payment specified in Exhibit B shall be the only payment made to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all billings for said services to Pioneer in the manner specified therein, or, if no manner be specified, then according to the usual and customary procedures which Consultant uses for billing clients similar to Pioneer. Pioneer shall not withhold applicable taxes or other payroll deductions from payments made to Consultant except as otherwise required by law. Consultant shall be solely responsible for calculating, withholding, and paying all taxes. Notwithstanding any other terms of this Agreement, no payments shall be made to Consultant until Pioneer is satisfied that the services are satisfactory. The amount of the contract shall not exceed Two Hundred Twenty Thousand Four Hundred Dollars ($220,400).
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. Consultant's Representations. Consultant represents that it is fully qualified to perform the services described in Exhibit A by virtue of its experience and the training, education and expertise of its principals and employees. Consultant further represents that it is willing to accept responsibility for performing such services in accordance with the terms and conditions in this Agreement. Consultant shall perform in accordance with generally accepted professional practices and standards as well as the requirements of applicable federal, state and local laws, it being understood that acceptance of Consultant's work by Pioneer shall not operate as a waiver or release.
Consultant shall indemnify and hold harmless Pioneer, its officers, agents, employees and volunteers from and against any and all claims or expenses caused or occasioned directly or indirectly by Consultant's failure to so perform.
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5. Exhibits. All exhibits referred to herein will be attached hereto and by this reference incorporated herein. In the event of any material discrepancy between the provisions of this Agreement and its exhibits, the provisions of this Agreement shall prevail.
6. Time for Performance. Time is of the essence. Failure of Consultant to perform any services within the time limits set forth in Exhibit A shall constitute material breach of this contract.
7. 'Licenses, Permits, Etc. Consultant represents and warrants to Pioneer that it has all licenses, permits, qualifications, and approvals of whatsoever nature, which are legally required for Consultant to practice its profession. Consultant represents and warrants to Pioneer that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, and approvals which are legally required for Consultant to practice its profession at the time the services are performed.
8. Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary for the satisfactory performance of Consultant's obligations pursuant to this Agreement. Neither party shall be considered in default of this 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.
10. Insurance. Consultant shall file with Pioneer concurrently herewith a Certificate of Insurance, in companies acceptable to Pioneer, with a Best's Rating of no less than A-:VII, for the coverage shown in Exhibit D. All costs of complying with these insurance requirements shall be included in Consultant's fee(s). These costs shall not be a "reimbursable" expense under any circumstances.
11. Relationship of Parties.
A. Consultant is, and shall at all times remain as to Pioneer, a wholly independent contractor.
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.
B. 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 incur any debt, obligation, or liability on behalf of Pioneer or to otherwise bind Pioneer to any obligation whatsoever.
Consultant, its officers, employees and agents shall not represent to any person or party that it or they are acting as agents of Pioneer or that it or they have the power to bind or commit Pioneer.
C. Neither Pioneer nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not represent that it is, or that any of its agents or employees are, in any manner employees of Pioneer.
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. Except as otherwise provided herein, Consultant shall not subcontract any services to be performed without amending this Agreement. Consultant shall be responsible to Pioneer for all services to be performed under this Agreement.
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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 termination of the Agreement by Pioneer, and payment shall be made pursuant to Section 17 (Termination) of this Agreement only for that work performed by Project Team members.
C. Pioneer shall pay Consultant for work performed by its subconsultants, if any, only as set forth in Exhibit B. Consultant shall be liable and accountable for any and all payments, compensation, and federal and state taxes to all subconsultants performing services under this Agreement. Pioneer shall not be liable for any payment, compensation, or federal and state taxes for any subconsultants.
14. Notification of Organizational Changes. Consultant shall notify Pioneer, in writing, of any change in name, ownership or control of Consultant's firm or of any subconsultant. Change of ownership or control of Consultant's firm may require an amendment to this Agreement.
15. 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. Consultant shall keep itself fully informed of and in compliance with all local, state, and federal laws, rules, and regulations in any manner affecting the performance of this Agreement, including all Cal/OSHA requirements, the conflict-of-interest provisions of California Government Code section 1090, and the Political Reform Act (Government Code§ 81000 et seq.).
16. Prevailing Wages. Consultant is aware of the requirements of California Labor Code section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects including, but not limited to, the design and preconstruction phases of a covered public works project. This Agreement is subject to the Prevailing Wage Laws for all work performed under this Agreement for which the payment of prevailing wages is required under state law. In particular, Consultant acknowledges that prevailing wage determinations are available for work performed under this Agreement. Consultant shall defend, indemnify, and hold Pioneer, its elected officials, officers, employees, and agents free and harmless from any claim or liability arising out of any failure or alleged failure of Consultant to comply with the Prevailing Wage Laws.
17. Termination.
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Docusign Envelope ID: 277301 BA-6D69-89E7-8255-A6C9976F306E A. Pioneer shall have the right to terminate this Agreement at any time by giving notice in writing of such termination to Consultant. In the event Pioneer shall give notice of termination, Consultant shall immediately cease rendering service upon receipt of such written notice, pursuant to this Agreement. In the event Pioneer shall terminate this Agreement:
1) Consultant shall deliver copies of all writings prepared by it pursuant to this Agreement. The term "writings" shall be construed to mean and include: handwriting, typewriting, printing, Photostatting, photographing, digital original and copies, 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. Pioneer shall have the benefit of such work as may have been completed up to the time of such termination. The foregoing is cumulative and does not affect any right or remedy, which Pioneer may have in law or equity. 4) Notwithstanding the foregoing, should Consultant fail to perform any of its obligations hereunder within the time and in the manner provided or otherwise violate any of the terms of this Agreement, Consultant shall be compensated as above, provided there shall be deducted from such amount the amount of damage if any, sustained by Pioneer by virtue of Consultant's breach of this Agreement.
B. Consultant may terminate its services under this Agreement upon thirty (30) working days' advance written notice to Pioneer. In the event of such termination, Consultant shall deliver copies of all writings to Pioneer and shall be entitled to compensation as set forth above.
Pioneer shall have the benefit of such work as may have been completed up to the time of such termination
18. Contract Term. The term of this Agreement shall commence on July 1, 2026, and shall terminate on June 30, 2027, unless terminated earlier as set forth herein.
19. Non-Discrimination. Consultant shall not discriminate against any employee or applicant for employment because ofrace, sex (including pregnancy, childbirth, or related medical condition), creed, national origin, color, disability as defined by law, disabled veteran status, Vietnam veteran status, religion, age (40 and above), medical condition (cancer-related), marital status, ancestry, sexual orientation, or any other unlawful basis. Employment actions to which this provision applies shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; or in terms, conditions or privileges of employment, and selection for training.
Consultant agrees to post in conspicuous places, available to employees and applicants for employment, the provisions of this nondiscrimination clause.
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20. Records. Consultant shall maintain, at all times, complete detailed records with regard to work performed under this Agreement in a form acceptable to Pioneer for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement, and Pioneer shall have the right to inspect such records at any reasonable time.
Notwithstanding any other terms of this agreement, no payments shall be made to Consultant until Pioneer is satisfied that work of such value has been rendered pursuant to this agreement. However, Pioneer shall not unreasonably withhold payment and, if a dispute exists, the withheld payment shall be proportional only to the item in dispute. In addition, pursuant to Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds ten thousand dollars, all such documents and this Agreement shall be subject to the examination and audit of the State Auditor, at the request of Pioneer or as part of any audit of Pioneer, for a period of three (3) years after final payment under this Agreement.
21. Ownership of Information. All professional and technical information developed under this Agreement and all work sheets, reports, and related data shall become the property of Pioneer, and Consultant agrees to deliver reproducible copies of such documents to Pioneer on completion of the services hereunder. No such written products shall be the subject of a copyright application by Consultant.
22. Waiver. No provision, covenant, or condition of this Agreement shall be deemed to have been waived by Pioneer or Consultant unless in writing signed by one authorized to bind the party asserted to have consented to the 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.
23. Conflict of Interest. Consultant represents that it has no known relationships with third parties, Pioneer Board members, or employees of Pioneer which would ( 1) present a conflict of interest with the rendering of services under this Agreement under California Government Code section 1090, the Political Reform Act (Government Code section 81000 et seq.), or other applicable law, (2) prevent Consultant from performing the terms of this Agreement, or (3) present a significant opportunity for the disclosure of confidential information. 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.
24. Campaign Contributions. This Agreement is subject to Government Code section 84308, as amended by Senate Bill 1439 (2022), Senate Bill 1181 (2024), and Senate Bill 1243 (2024).
Consultant shall disclose any contribution to an elected or appointed Pioneer official's campaign or committee in an amount of more than five hundred dollars ($500) made within 12 months preceding the Commencement Date, by Consultant, its, her, or his agent, or another party affiliated with Consultant. Consultant shall provide a signed copy of the attached Campaign Contribution Disclosure Form, Exhibit E, to Pioneer prior to, or concurrent with, Consultant's execution of this Agreement and no later than the Commencement Date.
25. 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.
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26. Alteration. No waiver, alteration, modification, or termination of this Agreement shall be valid unless made in writing and signed by all parties, except as expressly provided in Section 19, Termination.
27. Governing Law & Venue. This Agreement is executed and intended to be performed in the State of California, and the laws of that State shall govern its interpretation and effect. Any legal proceedings on this Agreement shall be brought under the jurisdiction of the Superior Court of County of Placer, State of California, and Consultant hereby expressly waives those provisions in California Code of Civil Procedure §394 that may have allowed it to transfer venue to another jurisdiction.
28. Attorneys' Fees. Iflegal action shall be necessary to enforce any term, covenant or condition contained in this Agreement, each party shall pay its own costs, including any accountants' and attorneys' fees expended in the action.
29. Notification. Any notice or demand desired or required to be given hereunder shall be in writing and deemed given when personally delivered or deposited in the mail, postage prepaid, and addressed to the parties as follows:
PIONEER COMMUNITY ENERGY:
Pioneer Community Energy
Attn: Eric Acedo
2510 Warren Drive Suite B
Rocklin, CA 95677
[email protected]
Phone: (916) 758-8943
CONSULTANT:
Maher Accountancy
Attn: Michael Maher
1101 Fifth Ave, Suite 200
San Rafael, CA 94901
[email protected]
Phone: ( 415) 526-3020
Any notice so delivered personally shall be deemed to be received on the date of delivery, and any notice mailed shall be deemed to be received five (5) days after the date on which it was mailed.
30. Multiple Phase Proiects. Pursuant to Government Code section 1097.6, Consultant's duties and services under this Agreement shall not include preparing or assisting Pioneer with any portion of the Pioneer's preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with Pioneer. Pioneer shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Consultant's participation in the planning, discussions, or drawing of project plans or specifications, if any, shall be limited to conceptual, preliminary, or initial plans or specifications.
Consultant shall cooperate with the Pioneer to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant, if any, pursuant to this Agreement.
31. Remedies Non-Exclusive. Each right, power and remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise shall be cumulative and shall be in addition to every other right, power, or remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise. The exercise, the commencement of the exercise, or the forbearance from the exercise by any party of any one or more of such rights, powers or remedies shall not preclude the simultaneous or later exercise by such party of any or all of such other rights, powers or remedies.
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33. 34.
35. 36.
disclose it without prior written consent by Pioneer. Pioneer shall grant such consent if disclosure is legally required. All Pioneer data shall be returned to Pioneer upon the termination or expiration of this Agreement.
Successors & Third-Party Beneficiaries. This Agreement shall be binding on the successors and assigns of the parties. Except as expressly stated herein, there is no intended third-party beneficiary of any right or obligation assumed by the parties.
Severability. If any term or provision of this Agreement or the application thereof to any person or circumstance shall, to any extent, be invalid or unenforceable, then such term or provision shall be amended to, and solely to the extent necessary to, cure such invalidity or unenforceability, and shall be enforceable in its amended form. In such event, the remainder of this Agreement, or the application of such term or provision to persons or circumstances other than those as to which it is held invalid or unenforceable, shall not be affected, and each term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law.
No Presumption Against Drafter. Each party had an opportunity to consult with an attorney in reviewing and drafting this agreement. Any uncertainty or ambiguity shall not be construed for or against any party based on attribution of drafting.
Counterparts; Electronic Signatures. This Agreement may be signed in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed one and the same instrument. The parties acknowledge and agree that this Agreement may be executed by electronic signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature. Without limitation, "electronic signature" shall include faxed or emailed versions of an original signature, electronically scanned and transmitted versions ( e.g., via pd±) of an original signature, or a digital signature. - 7 -
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Docusign Envelope ID: 277301 BA-6O69-89E7-8255-A6C9976F306E Executed as of the day first above stated:
PIONEER COMMUNITY ENERGY
By:
Name: Don Eckert
Title: Chief Executive Officer
Approved as to Form - General Counsel:
By:
Name: David Ruderman
Title: General Counsel
MAHER ACCOUNTANCY
By: 81 EE846U6449460 ...
Name: Michael Maher
Title: Vice President
*If Consultant is a corporation, this agreement must be signed by two corporate officers: (1) the chairperson, president, or any vice president; and (2) the secretary, any assistant secretary, the chief financial officer, or any assistant treasurer. (Civ. Code§ 313.), 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
E. Campaign Contribution Disclosure Form
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EXIDBIT A
SCOPE OF SERVICES
A. Monthly Financial Operational Assistance:
1. Maintain accounting system, accounts payable system and processes.
2. Maintain the general ledger with proper support and documentation, including:
a. Posting accrued revenue, cash receipts, accounts payable, cash disbursements, payroll, accrued expenses, aggregate customer billings, etc. b. Prepare or maintain the following monthly analysis regarding general ledger account balances:
i. Reconciliation to statements from Pioneer's financial institution for cash activity and balances;
11. Reconciliation of customer data manager reports of customer activity and accounts receivable aging to general ledger;
iii. Computation of estimated user fees earned but not billed as of the end of the reporting period;
iv. Schedule of depreciation of capital assets;
v. Aged schedule of accounts payable;
vi. Schedules of details regarding all remaining balance sheet accounts.
3. Manage accounts payable: Maher utilizes a cloud-based accounts payable document management system to provide for documentation of management review, proper segregation of duties, and access to source data. Maher ensures that required authorization is documented and that account coding is correct. Pioneer's staff then authorizes the release of payment, providing an additional safeguard.
4. Assist with compliance of fiscal provisions of non-energy vendor contracts for services.
Before remitting vendor invoices for management approval, Maher verifies that each vendor invoice is compliant with contract provisions regarding time periods, rates, and financial limits.
5. Provide periodic and year-to-date financial statements in compliance with GAAP (without disclosures). The financial statements will be considered a compilation engagement in accordance with the Statements on Standards for Accounting and Review Services promulgated by the AICP A.
6. Provide monthly financial statements with comparison to budget. a. Provide timely budget amendments and insight suggestions.
7. Filing annual information returns, such as form 1099/1096's.
8. Prepare and file various compliance reports for state and local agencies such as user taxes, energy surcharges and state controller reports including financial transaction and government compensation in California.
9. Assist in treasury function and assist staff with development of the operating budget.
10. The responsibility of the accounting and reporting for all mPOWER activity rests with Pioneer Community Energy's treasurer and the County of Placer Treasurer Tax-Collector's Office. Maher Accountancy will incorporate data prepared by the treasurer in the annual financial statements.
B. Financial Statement Audit Support
1. Draft financial statements, notes, and MD&A letter
2. Prepare audit workpapers
3. Coordinate with Pioneer and auditor
C. Provide access to unified web portal for professional services contract management and review
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369617.3
Docusign Envelope ID: 277301BA-6D69-89E7-8255-A6C9976F306E
1. Maintain listing of open and recently closed contracts, documents, and basic metadata as available from accounting system or Bill.com.
2. Track Actual spend against commitments and report on available balances.
3. Maher will maintain the data, but ongoing accuracy will require cooperation from vendor relationship managers
4. Pioneer will timely provide Maher with contracts and contract amendments
5. Pioneer will review Maher's input of the contract data into the portal
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369617.3
Docusign Envelope ID: 277301 BA-6D69-89E7-8255-A6C9976F306E
EXIDBITB
PAYMENT FOR SERVICES RENDERED
Maximum Limit & Fee Schedule
The total amount for services rendered not to exceed $220,400.
Maher Fee Summary
Task Fixed Monthly Fee Annual Maximum Notes
Monthly Financial $16,450 $197,400 Operations Support
Annual Financial Statement NIA $17,000 Payable upon audit Audit Report completion
Contract/Budget Portal $500 $6,000
Not-to-Exceed Total NIA $220,400
Invoices
Invoices shall include a list of work performed by billable hour including date, hours and services provided.
Work performed by Consultant will be subject to final acceptance by Pioneer.
Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, photocopying, in house printing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses. Travel expenses must be authorized in advance in writing by Pioneer.
Submit all invoices to:
Pioneer Community Energy
Attn: Linda Praseudsuk
[email protected]
2510 Warren Drive, Suite B
Rocklin, CA 95677
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369617.3
Docusign Envelope ID: 277301 BA-6D69-89E7-8255-A6C9976F306E
EXIDBITC
FACILITIES, EQUIPMENT, AND OTHER
MATERIALS, AND OBLIGATIONS OF PIONEER
(Specify all equipment and facilities to be provided or made available by Pioneer, and any other Pioneer obligations.)
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369617.3
NOT APPLICABLE
Docusign Envelope ID: 277301BA-6D69-89E7-8255-A6C9976F306E
EXIDBITD
HOLD HARMLESS AGREEMENT
AND INSURANCE REQUIREMENTS
1. HOLD HARMLESS AND INDEMNIFICATION AGREEMENT
A. To the fullest extent permitted by law, CONSULTANT hereby agrees to protect, defend, indemnify, and hold PIONEER free and harmless from any and all losses, claims, liens, demands, and causes of action of every kind and character including, but not limited to, the amounts of judgments, penalties, interest, court costs, legal fees, reasonable attorneys' fees for counsel of Pioneer's choice, expert fees, and all other expenses incurred by PIONEER arising in favor of any party, including claims, liens, debts, personal injuries, death, or damages to any real or personal property (including employees or property of PIONEER) and without limitation by enumeration, all other claims or demands of every character to the extent attributable to CONSULTANT'S negligence, recklessness, or willful misconduct or other wrongful acts, errors or omission of CONSULT ANT or CONSUL TANT' S failure to comply with any provision in this Agreement. This provision is not intended to create any cause of action in favor of any third party against CONSULT ANT or PIONEER or to enlarge in any way the CONSULTANT's liability but is intended solely to provide for indemnification of PIONEER from liability for damages or injuries to third persons or property to the extent attributable to CONSULT ANT' s performance pursuant to this Agreement. PIONEER' s right to indemnity under this Agreement shall arise immediately upon the occurrence of the event giving rise to the indemnified liability. PIONEER shall be entitled to a defense under this Agreement immediately upon the institution of a claim or action that is covered by this indemnity, even though liability for said claim or action has not yet been determined at the time the duty to defend the PIONEER hereunder has arisen. CONSULT ANT shall not be required to indemnify PIONEER for such loss or damage as is caused by the active negligence, sole negligence, or willful misconduct of PIONEER.
B. As used in this section, the term PIONEER means Pioneer or its officers, agents, employees, and volunteers.The term CONSULTANT means Consultant, its officers, employees, servants, agents, or subconsultants, or anyone directly or indirectly employed by either Consultant or its subconsultants, in the performance of this Agreement.
C. The obligations of CONSULT ANT set forth herein are not limited by the provisions of any workers' compensation or similar statute. CONSULTANT expressly waives its statutory immunity under such statutes or laws as to PIONEER.
D. PIONEER does not waive any indemnity rights by accepting any insurance policy or certificate required pursuant to this Agreement. CONSULTANT's indemnification obligations apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost or expense.
E. PIONEER may request a deposit for defense costs from CONSULTANT with respect to a claim. If PIONEER requests a defense deposit, CONSULT ANT shall provide it within 15 days of the request.
F. CONSULT ANT agrees to obtain executed indemnity agreements with provisions identical to those set forth here from each and every subconsultant or any other person or entity involved in the performance of this Agreement on CONSULTANT's behalf.
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369617.3
Docusign Envelope ID: 277301 BA-6O69-89E7-8255-A6C9976F306E
2. INSURANCE:
CONSULTANT shall file with PIONEER concurrently herewith a Certificate of Insurance, in companies acceptable to PIONEER, with a Best's Rating of no less than A-:VII showing, and complete, certified copies of all required insurance policies, including endorsements affecting the coverage for all policies required by this Agreement. CONSULT ANT shall require all of its subcontractors, subconsultants, and other agents to do the same. Approval of the insurance by PIONEER shall not relieve or decrease any liability of CONSULTANT.
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".
• Waiver of Subrogation - The workers' compensation policy shall be endorsed to state that the workers' compensation carrier waives its right of subrogation against Pioneer, its officers, directors, officials, employees, agents or volunteers, which might arise by reason of payment under such policy in connection with performance under this agreement by the CONSULTANT.
• CONSULTANT shall require all SUBCONTRACTORS to maintain adequate Workers' Compensation insurance. Certificates of Workers' Compensation shall be filed forthwith with Pioneer upon demand.
4. GENERAL LIABILITY INSURANCE:
A. Comprehensive General Liability or Commercial General Liability insurance covering all operations by or on behalf of CONSULTANT, providing insurance for bodily injury liability and property damage liability for the limits ofliability indicated below and including coverage for:
(1) Contractual liability insuring the obligations assumed by CONSULTANT in this Agreement.
B. Commercial General Liability Insurance shall be no less broad than ISO form CG 00 01.
Coverage must be on a standard Occurrence form. One of the following forms is required:
(1) Comprehensive General Liability; or
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369617.3
Docusign Envelope ID: 277301 BA-6D69-89E7-8255-A6C9976F306E (2) Commercial General Liability (Occurrence).
C. If CONSUL TANT 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:
➔ Two million dollars ($2,000,000) each occurrence
➔ Four million dollars ($4,000,000) aggregate
D. If CONSUL TANT carries a Commercial General Liability (Occurrence) policy:
( 1) The limits of liability shall not be less than:
➔ Two million dollars ($2,000,000) each occurrence ( combined single limit for bodily injury and property damage)
➔ Two million dollars ($2,000,000) for Products-Completed Operations Four million dollars ($4,000,000) General Aggregate
(2) If the policy does not have an endorsement providing that the General Aggregate Limit applies separately, or if defense costs are included in the aggregate limits, then the required aggregate limits shall be two million dollars ($2,000,000).
E. Special Claims Made Policy Form Provisions:
Coverage must be on a standard Occurrence form. Claims-Made, modified, limited or restricted Occurrence forms are not acceptable. If any of the required policies provide coverage on a claims-made basis the Retroactive Date must be shown and must be before the Effective Date of the Agreement or the beginning of work. Claims-Made Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, CONSULT ANT must purchase "extended reporting" coverage for a minimum of five ( 5) years after completion of contract work 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. In no cases shall the types of polices be different.
5. ENDORSEMENTS:
Each policy required herein, other than Professional Errors and Omissions and Worker's Compensation, shall be endorsed with the following specific language:
A. "Pioneer Community Energy, its officers, agents, employees, and volunteers are to be covered as insured for all liability arising out of the operations by or on behalf of the named insured in the performance of this Agreement."
B. ''The insurance provided by the Consultant, including any excess liability or umbrella form coverage, is primary coverage to Pioneer Community Energy with respect to any insurance or self-insurance programs maintained by Pioneer Community Energy and no insurance held or owned by Pioneer Community Energy shall be called upon to contribute to a loss."
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369617.3
Docusign Envelope ID: 277301 BA-6O69-89E7-8255-A6C9976F306E 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."
All endorsements shall be signed by a person authorized by the insurer to bind coverage on its behalf.
6. AUTOMOBILE LIABILITY INSURANCE:
Automobile Liability insurance covering bodily injury and property damage in an amount no less than two million dollars ($2,000,000) combined single limit for each occurrence.
Covered vehicles shall include owned, non-owned, and hired automobiles/trucks using ISO Business Auto Coverage form CA 00 01 (or equivalent).
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 per occurrence and $2,000,000 aggregate.
The deductible or self-insured retention may not exceed $50,000. If the insurance is on a Claims-Made basis, the retroactive date shall be no later than the Effective Date of the Agreement or commencement of the work. Coverage shall be continued for two years after the completion of the work by one of the following: (1) renewal of the existing policy; (2) an extended reporting period endorsement; or (3) replacement insurance with a retroactive date no later than the commencement of the work under this Agreement. In the event CONSULT ANT' s policy is a "claims made" policy only covering those claims made during the policy period, then CONSULT ANT agrees to maintain the professional liability insurance required hereunder and with respect to this project in effect for at least three (3) years after acceptance of the work.
8. PRN ACY AND CYBERSECURITY LIABILITY INSURANCE:
Privacy and cybersecurity liability (including costs arising from data destruction, hacking or intentional breaches, crisis management activity related to data breaches, and legal claims for security breach, privacy violations, and notification costs of at least $3,000,000 US per occurrence.
9. ADDITIONAL REQUIREMENTS:
Premium Payments - The insurance companies shall have no recourse against PIONEER and funding agencies, its officers and employees or any of them for payment of any premiums or assessments under any policy issued by a mutual insurance company.
Policy Deductibles - The CONSULTANT shall be responsible for all deductibles in all of the CONSUL TANT' 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.
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369617.3
Docusign Envelope ID: 277301BA-6D69-89E7-8255-A6C9976F306E Verification of Coverage - CONSULT ANT shall furnish Pioneer with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by Pioneer before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the CONSULTANT's obligation to provide them. Pioneer reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Material Breach - Failure of the CONSULTANT to maintain the insurance required by this agreement, or to comply with any of the requirements of this section, shall constitute a material breach of the entire Agreement. In the event any policy is canceled prior to the completion of the Agreement and CONSULT ANT does not furnish a new certificate of insurance prior to cancellation, PIONEER has the right, but not the duty, to obtain the required insurance and deduct the premium(s) from any amounts due CONSULTANT under this Agreement.
Subrogation - CONSULT ANT hereby waives all rights of subrogation against PIONEER.
CONSULTANT shall additionally waive such rights either by endorsement to each policy or provide proof of such waiver in the policy itself.
Report of Claims - CONSULTANT shall report to PIONEER, in addition to CONSULTANT's insurer, any and all insurance claims submitted to CONSULT ANT' s insurer in connection with the services under this Agreement.
Premium Payments and Deductibles - CONSULTANT must disclose all deductibles and self-insured retention amounts to PIONEER. PIONEER may require Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within retention amounts. Ultimately, PIONEER must approve all such amounts prior to execution of this Agreement.
PIONEER has no obligation to pay any premiums, assessments, or deductibles under any policy required in this Agreement. CONSULT ANT shall be responsible for all premiums and deductibles in all of CONSULT ANT' s insurance policies. The amount of deductibles for insurance coverage required herein are subject to PIONEER's approval.
Duty to Defend and Indemnify- CONSULTANT's duties to defend and indemnify PIONEER under this Agreement shall not be limited by the foregoing insurance requirements and shall survive the expiration or termination of this Agreement.
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369617.3
Docusign Envelope ID: 277301 BA-6D69-89E7-8255-A6C9976F306E
EXHIBITE
CAMPAIGN CONTRIBUTION DISCLOSURE FORM
Local governments are subject to the campaign disclosure provisions detailed in Government Code Section 84308.
Please carefully read the following information to
determine if the provisions apply to you. If you
determine that the provisions are applicable, the
Campaign Disclosure Form must be completed and
returned to Pioneer with your application.
No Pioneer Board member or other Pioneer official shall accept, solicit, or direct a campaign contribution of more than $500 from any party1 financial interested
participant,2 or agent3 for 12 months after the Pioneer approves a contract. This prohibition commences when
an application is filed, or a proceeding is otherwise
initiated.
A party to a Pioneer proceeding shall disclose on the record of the proceeding any campaign contribution of more than $500 by a party or agent to any Pioneer member or other Pioneer official during the preceding 12 months. No party to or participant in a Pioneer proceeding, shall make a
contribution of more than $500 to a Pioneer Board member or other Pioneer official during a proceeding and for 12 months after the Pioneer approves a contract. No agent to a party or participant shall make a contribution in any amount to a Pioneer board member or other Pioneer official during the preceding 12 months following the date a fmal
decision is rendered by Pioneer.
A Pioneer Board member or other Pioneer official who
received a campaign contribution of more than $500 within the preceding 12 months from any party, or agent, to a
proceeding shall disclose that fact on the record of the proceeding, and shall abstain from participating in the proceeding. However, if he or she receives a contribution that otherwise would require disqualification, and returns the contribution within 30 days of making the decision, or
knowing about the contribution and the relevant proceeding, whichever comes last, , he or she may participate in the proceeding.
1 "Party" is defined as any person who files an
application for, or is the subject of, a proceeding. 2 "Participant" is defined as any person who actively supports or opposes a particular decision in a proceeding.
3 "Agent" is defined as a person who represents a party in connection with a proceeding. If an individual acting as an agent also is acting as an employee or member of
a law, architectural, engineering, or consulting firm, or a similar entity or corporation, both the individual and the entity or corporation are agents. When a closed
369617.3
To determine whether you or your agent made a campaign
contribution of more than $500 to a Pioneer Board member or other Pioneer official within the preceding 12 months, you must aggregate all such contributions.
Names of current Pioneer Board members and other Pioneer officials are available on Pioneer's website. If you have questions about Government Code Section 84308, FPPC regulations, or the Campaign Disclosure Form, please contact the Pioneer Clerk.
CAMPAIGN CONTRIBUTION DISCLOSURE FORM
(a) Document:
□ License
□ Lease
□ Permit
□ Franchise
□ Other Contract
□ Other Entitlement
Name and address of any party, participant, or agent, who has contributed more than $500 to any Pioneer Board
Member or other Pioneer official within the preceding 1 2 months:
1. 2.
3. (b) Date and amount of contribution:
Date _________ Amount$ ___ _
Date _________ Amount$ ___ _
(c) Name of Pioneer Board member or other Pioneer
official to whom contribution was made:
1. 2.
3. (d) xi Check here If no contributions have been made to any Board member or other Pioneer official in the
preceding 12 months.
(e) I certify that the above information is provided to the best of my knowledge.
Printed Name _M_i_ke_M_a_h_e_r _______ _
Signature G'-/l_;,,,,~_:~=:~_,__________ _
Docusign Envelope ID: 277301 BA-6D69-89E7-8255-A6C9976F306E corporation is a party to a proceeding, the majority
shareholder is subject to these provisions.
369617.3
Date 6/9/2026 Ph 4155263020 one ____ _
447429.1 Page 1 of 2
Staff Report – Item 1d
To: The Governing Board
From: Eric Ponce, Information Technology Analyst
Item 1d: Adopt a Resolution Authorizing the Chief Executive Officer to Execute an Agreement with Alive Media, and Approve Minor Modifications Subject to General Counsel Review, for the Acquisition of Audiovisual Equipment, Relocation of Existing Audiovisual Equipment, and Expansion of the Boardroom Audiovisual system to Accommodate Pioneer’s Expanded Board in an Amount Not to Exceed $194,210 Date: 6/18/2026
RECOMMENDATION
Adopt a resolution authorizing the Chief Executive Officer to execute an agreement with Alive Media for the acquisition of audiovisual equipment, relocation of existing audiovisual equipment, and expansion of the boardroom audiovisual system to accommodate Pioneer’s expanded Board, in an amount not to exceed $194,210.
BACKGROUND
Expansion has necessitated the need for a larger boardroom. Pioneer’s current office accommodates the existing 11-member Board but lacks sufficient space to support the expanded 27-member Board.
In October 2025, the Board authorized Pioneer to execute a lease agreement with 2540 Warren LLC and approved tenant improvements for a new facility located at 2540 Warren Drive, Suite C, Rocklin, CA. This space is intended to supplement Pioneer’s existing office space and provide the capacity necessary to accommodate the expanded Board and future growth.
To support Board meetings at the new facility, Pioneer seeks to purchase additional audiovisual equipment to supplement its existing boardroom system. The existing equipment will be relocated and integrated into an enhanced audiovisual system designed to accommodate the expanded 27-member Board.
ANALYSIS & DISCUSSION
In May 2026, Pioneer issued a Request for Proposals (RFP) for boardroom audiovisual equipment acquisition, relocation, and expansion services. The RFP included an inventory of Pioneer’s existing audiovisual equipment and requested proposals for the design, acquisition, relocation, installation, and testing of a boardroom system that would utilize existing equipment and incorporate additional equipment as necessary to support up to 39 participants.
The RFP was distributed to four qualified vendors, however, only one proposal was received. The sole respondent, Alive Media, is the vendor that originally designed and installed Pioneer's existing Boardroom audiovisual system. Based on its proposal and qualifications, Alive Media was determined to be the lowest responsible bidder.
A few contract terms are still under negotiation. Some examples include a possible vendor buy back of audio equipment that will be upgraded to accommodate a larger board configuration. In addition, with the likely reuse of existing visual equipment, less equipment may be needed. This would result in a lower final contract cost.
Plf)NEER
COMMUNITY ENERGY
Agenda Item: x Agenda Date: 6/18/2026
447429.1 Page 2 of 2
Staff is requesting Board authorization to execute an agreement with the selected vendor for the acquisition of audiovisual equipment, relocation of existing audiovisual equipment, and expansion of the boardroom audiovisual system to accommodate Pioneer's expanded Board. Because some contract terms are still under negotiation, staff also requests it authorize the CEO to approve minor changes to Pioneer’s standard agreement subject to General Counsel review, none of which would change the maximum amount for services under the agreement.
STRATEGIC PLAN
This item supports the Strategic Goal of “Achieving Operational Optimization”.
FISCAL IMPACT
The total fiscal impact has been included in the recommended Fiscal Year 2026/2027 budget, sufficient to fund the contract award of $194,210.
ATTACHMENTS
1. Resolution to authorize the Chief Executive Officer to execute an agreement with Alive Media, and approve minor modifications subject to General Counsel review, for the acquisition of audiovisual equipment, relocation of existing audiovisual equipment, and expansion of the boardroom audiovisual system to accommodate Pioneer’s expanded Board, in an amount not to exceed $194,210. 1d
447431.1
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 June 18, 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, expansion has necessitated the need for a larger boardroom; and WHEREAS, Pioneer’s current office space accommodates an 11-member Board but lacks sufficient space to support the expanded 27-member Board; and WHEREAS, in October 2025, the Board authorized Pioneer to execute a lease agreement with 2540 Warren LLC and approved tenant improvements for a new facility located at 2540 Warren Drive, Suite C, Rocklin, CA; and
WHEREAS, this space is intended to supplement Pioneer’s existing office space and provide the capacity necessary to accommodate the expanded Board and future growth; and In the matter of:
Resolution Authorizing the Chief Executive Officer to
Execute an Agreement with Alive Media, and Approve
Minor Modifications Subject to General Counsel
Review, for the Acquisition of Audiovisual Equipment,
Relocation of Existing Audiovisual Equipment, and
Expansion of the Boardroom Audiovisual system to
Accommodate Pioneer’s Expanded Board in an
Amount Not to Exceed $194,210
Resolution 2026-__
June 18, 2026
2 447431.1
WHEREAS, to support Board meetings at the new facility, Pioneer seeks to purchase additional audiovisual equipment to supplement its existing boardroom system. The existing equipment will be relocated and integrated into an enhanced audiovisual system designed to accommodate the expanded 27-member Board; and
WHEREAS, in May 2026, Pioneer issued a Request for Proposals (RFP) for boardroom audiovisual equipment acquisition, relocation, and expansion services; and WHEREAS, the RFP included an inventory of Pioneer’s existing audiovisual equipment and requested proposals for the design, acquisition, relocation, installation, and testing of a boardroom system that would utilize existing equipment and incorporate additional equipment as necessary to support up to 39 participants; and
WHEREAS, staff distributed the RFP to four qualified vendors, however, only one proposal was received; and
WHEREAS, Alive Media was selected as the lowest responsible bidder; and WHEREAS, staff now seeks Board authorization to execute an agreement with the lowest responsible bidder for the acquisition of audiovisual equipment, relocation of existing audiovisual equipment, and expansion of the boardroom audiovisual system to accommodate Pioneer’s expanded Board; and
BE IT RESOLVED, the Governing Board of Pioneer Community Energy, State of California, hereby finds, declares, and resolves as follows:
1. The above recitals are true and correct.
2. The Governing Board hereby authorizes the Chief Executive Officer to execute an agreement with Alive Media, and approve minor modifications of Pioneer’s standard agreement subject to General Counsel review, for the acquisition of audiovisual equipment, relocation of existing audiovisual equipment, and expansion of the boardroom audiovisual system to accommodate Pioneer’s expanded Board, in an amount not to exceed $194,210.
3. This Resolution shall take effect immediately upon its adoption.
Exhibit A: Consultant Services Agreement (Pioneer Community Energy & Alive Media) Exhibit B: Alive Media Boardroom AV System Bid Package
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Approved for use: 1/1/2025
369617.2
Administering Agency: Pioneer Community Energy
Contract No. _____________
Contract Description: Boardroom AV Equipment Acquisition, Relocation, and Expansion Services
CONSULTANT SERVICES AGREEMENT
THIS AGREEMENT is made at Rocklin, California, as of _______, 2026 (the “Effective Date”), by and between Pioneer Community Energy, (““Pioneer”“), and Alive Media (“Consultant”), who agree as follows:
1. Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide the services described in Exhibit A. Consultant shall provide said services at the time, place, and in the manner specified in Exhibit A. Pioneer shall have the right to request, in writing, changes in the scope of services. Any such changes mutually agreed upon by the parties, and any corresponding increase or decrease in compensation, shall be incorporated by written amendment to this Agreement. Consultant shall not be reimbursed for any expenses incurred for work performed outside the scope of services in Exhibit A unless prior written approval is given by Pioneer through a fully executed written amendment.
2. Payment. Pioneer shall pay Consultant for services rendered pursuant to this Agreement at the time and in the amount set forth in Exhibit B. The payment specified in Exhibit B shall be the only payment made to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all billings for said services to Pioneer in the manner specified therein, or, if no manner be specified, then according to the usual and customary procedures which Consultant uses for billing clients similar to Pioneer. Pioneer shall not withhold applicable taxes or other payroll deductions from payments made to Consultant except as otherwise required by law. Consultant shall be solely responsible for calculating, withholding, and paying all taxes. Notwithstanding any other terms of this Agreement, no payments shall be made to Consultant until Pioneer is satisfied that the services are satisfactory. The amount of the contract shall not exceed One Hundred Ninety-Four Thousand Two Hundred Ten Dollars ($194,210).
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. Consultant’s Representations. Consultant represents that it is fully qualified to perform the services described in Exhibit A by virtue of its experience and the training, education and expertise of its principals and employees. Consultant further represents that it is willing to accept responsibility for performing such services in accordance with the terms and conditions in this Agreement. Consultant shall perform in accordance with generally accepted professional practices and standards as well as the requirements of applicable federal, state and local laws, it being understood that acceptance of Consultant’s work by Pioneer shall not operate as a waiver or release.
Consultant shall indemnify and hold harmless Pioneer, its officers, agents, employees and volunteers from and against any and all claims or expenses caused or occasioned directly or indirectly by Consultant’s failure to so perform.
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Approved for use: 1/1/2025
369617.2
5. Exhibits. All exhibits referred to herein will be attached hereto and by this reference incorporated herein. In the event of any material discrepancy between the provisions of this Agreement and its exhibits, the provisions of this Agreement shall prevail.
6. Time for Performance. Time is of the essence. Failure of Consultant to perform any services within the time limits set forth in Exhibit A shall constitute material breach of this contract.
7. ’Licenses, Permits, Etc. Consultant represents and warrants to Pioneer that it has all licenses, permits, qualifications, and approvals of whatsoever nature, which are legally required for Consultant to practice its profession. Consultant represents and warrants to Pioneer that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, and approvals which are legally required for Consultant to practice its profession at the time the services are performed.
8. Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary for the satisfactory performance of Consultant’s obligations pursuant to this Agreement. Neither party shall be considered in default of this 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.
10. Insurance. Consultant shall file with Pioneer concurrently herewith a Certificate of Insurance, in companies acceptable to Pioneer, with a Best’s Rating of no less than A-:VII, for the coverage shown in Exhibit D. All costs of complying with these insurance requirements shall be included in Consultant’s fee(s). These costs shall not be a “reimbursable” expense under any circumstances.
11. Relationship of Parties.
A. Consultant is, and shall at all times remain as to Pioneer, a wholly independent contractor.
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.
B. 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 incur any debt, obligation, or liability on behalf of Pioneer or to otherwise bind Pioneer to any obligation whatsoever.
Consultant, its officers, employees and agents shall not represent to any person or party that it or they are acting as agents of Pioneer or that it or they have the power to bind or commit Pioneer.
C. Neither Pioneer nor any of its agents shall have control over the conduct of Consultant or any of Consultant’s employees, except as set forth in this Agreement. Consultant shall not represent that it is, or that any of its agents or employees are, in any manner employees of Pioneer.
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. Except as otherwise provided herein, Consultant shall not subcontract any services to be performed without amending this Agreement. Consultant shall be responsible to Pioneer for all services to be performed under this Agreement.
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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 termination of the Agreement by Pioneer, and payment shall be made pursuant to Section 17 (Termination) of this Agreement only for that work performed by Project Team members.
C. Pioneer shall pay Consultant for work performed by its subconsultants, if any, only as set forth in Exhibit B. Consultant shall be liable and accountable for any and all payments, compensation, and federal and state taxes to all subconsultants performing services under this Agreement. Pioneer shall not be liable for any payment, compensation, or federal and state taxes for any subconsultants.
14. Notification of Organizational Changes. Consultant shall notify Pioneer, in writing, of any change in name, ownership or control of Consultant’s firm or of any subconsultant. Change of ownership or control of Consultant’s firm may require an amendment to this Agreement.
15. 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. Consultant shall keep itself fully informed of and in compliance with all local, state, and federal laws, rules, and regulations in any manner affecting the performance of this Agreement, including all Cal/OSHA requirements, the conflict-of-interest provisions of California Government Code section 1090, and the Political Reform Act (Government Code § 81000 et seq.).
16. Prevailing Wages. Consultant is aware of the requirements of California Labor Code section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects including, but not limited to, the design and preconstruction phases of a covered public works project. This Agreement is subject to the Prevailing Wage Laws for all work performed under this Agreement for which the payment of prevailing wages is required under state law. In particular, Consultant acknowledges that prevailing wage determinations are available for work performed under this Agreement. Consultant shall defend, indemnify, and hold Pioneer, its elected officials, officers, employees, and agents free and harmless from any claim or liability arising out of any failure or alleged failure of Consultant to comply with the Prevailing Wage Laws.
17. Termination.
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A. Pioneer shall have the right to terminate this Agreement at any time by giving notice in writing of such termination to Consultant. In the event Pioneer shall give notice of termination, Consultant shall immediately cease rendering service upon receipt of such written notice, pursuant to this Agreement. In the event Pioneer shall terminate this Agreement:
1) Consultant shall deliver copies of all writings prepared by it pursuant to this Agreement. The term “writings” shall be construed to mean and include: handwriting, typewriting, printing, Photostatting, photographing, digital original and copies, 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. Pioneer shall have the benefit of such work as may have been completed up to the time of such termination. The foregoing is cumulative and does not affect any right or remedy, which Pioneer may have in law or equity. 4) Notwithstanding the foregoing, should Consultant fail to perform any of its obligations hereunder within the time and in the manner provided or otherwise violate any of the terms of this Agreement, Consultant shall be compensated as above, provided there shall be deducted from such amount the amount of damage if any, sustained by Pioneer by virtue of Consultant’s breach of this Agreement.
B. Consultant may terminate its services under this Agreement upon thirty (30) working days’ advance written notice to Pioneer. In the event of such termination, Consultant shall deliver copies of all writings to Pioneer and shall be entitled to compensation as set forth above.
Pioneer shall have the benefit of such work as may have been completed up to the time of such termination
18. Contract Term. This Agreement shall remain in place until the Scope of Services described in Exhibit A is completed, or until terminated pursuant to Section 17 of this Agreement.
19. Non-Discrimination. Consultant shall not discriminate against any employee or applicant for employment because of race, sex (including pregnancy, childbirth, or related medical condition), creed, national origin, color, disability as defined by law, disabled veteran status, Vietnam veteran status, religion, age (40 and above), medical condition (cancer-related), marital status, ancestry, sexual orientation, or any other unlawful basis. Employment actions to which this provision applies shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; or in terms, conditions or privileges of employment, and selection for training.
Consultant agrees to post in conspicuous places, available to employees and applicants for employment, the provisions of this nondiscrimination clause. - 5 -
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20. Records. Consultant shall maintain, at all times, complete detailed records with regard to work performed under this Agreement in a form acceptable to Pioneer for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement, and Pioneer shall have the right to inspect such records at any reasonable time.
Notwithstanding any other terms of this agreement, no payments shall be made to Consultant until Pioneer is satisfied that work of such value has been rendered pursuant to this agreement. However, Pioneer shall not unreasonably withhold payment and, if a dispute exists, the withheld payment shall be proportional only to the item in dispute. In addition, pursuant to Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds ten thousand dollars, all such documents and this Agreement shall be subject to the examination and audit of the State Auditor, at the request of Pioneer or as part of any audit of Pioneer, for a period of three (3) years after final payment under this Agreement.
21. Ownership of Information. All professional and technical information developed under this Agreement and all work sheets, reports, and related data shall become the property of Pioneer, and Consultant agrees to deliver reproducible copies of such documents to Pioneer on completion of the services hereunder. No such written products shall be the subject of a copyright application by Consultant.
22. Waiver. No provision, covenant, or condition of this Agreement shall be deemed to have been waived by Pioneer or Consultant unless in writing signed by one authorized to bind the party asserted to have consented to the 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.
23. Conflict of Interest. Consultant represents that it has no known relationships with third parties, Pioneer Board members, or employees of Pioneer which would (1) present a conflict of interest with the rendering of services under this Agreement under California Government Code section 1090, the Political Reform Act (Government Code section 81000 et seq.), or other applicable law, (2) prevent Consultant from performing the terms of this Agreement, or (3) present a significant opportunity for the disclosure of confidential information. 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.
24. Campaign Contributions. This Agreement is subject to Government Code section 84308, as amended by Senate Bill 1439 (2022), Senate Bill 1181 (2024), and Senate Bill 1243 (2024).
Consultant shall disclose any contribution to an elected or appointed Pioneer official’s campaign or committee in an amount of more than five hundred dollars ($500) made within 12 months preceding the Commencement Date, by Consultant, its, her, or his agent, or another party affiliated with Consultant. Consultant shall provide a signed copy of the attached Campaign Contribution Disclosure Form, Exhibit E, to Pioneer prior to, or concurrent with, Consultant's execution of this Agreement and no later than the Commencement Date.
25. 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.
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26. Alteration. No waiver, alteration, modification, or termination of this Agreement shall be valid unless made in writing and signed by all parties, except as expressly provided in Section 19, Termination.
27. Governing Law & Venue. This Agreement is executed and intended to be performed in the State of California, and the laws of that State shall govern its interpretation and effect. Any legal proceedings on this Agreement shall be brought under the jurisdiction of the Superior Court of County of Placer, State of California, and Consultant hereby expressly waives those provisions in California Code of Civil Procedure §394 that may have allowed it to transfer venue to another jurisdiction.
28. Attorneys’ Fees. If legal action shall be necessary to enforce any term, covenant or condition contained in this Agreement, each party shall pay its own costs, including any accountants’ and attorneys’ fees expended in the action.
29. Notification. Any notice or demand desired or required to be given hereunder shall be in writing and deemed given when personally delivered or deposited in the mail, postage prepaid, and addressed to the parties as follows:
PIONEER COMMUNITY ENERGY: CONSULTANT:
Pioneer Community Energy Alive Media
Attn: Eric Acedo Attn: Adam Armstrong
2510 Warren Drive Suite B 251 Opportunity Street, Suite A Rocklin, CA 95677 Sacramento, CA 95838
[email protected] [email protected]
Phone: (916) 758-8943 Phone: (916) 277-9044
Any notice so delivered personally shall be deemed to be received on the date of delivery, and any notice mailed shall be deemed to be received five (5) days after the date on which it was mailed.
30. Multiple Phase Projects. Pursuant to Government Code section 1097.6, Consultant’s duties and services under this Agreement shall not include preparing or assisting Pioneer with any portion of the Pioneer’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with Pioneer. Pioneer shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project. Consultant’s participation in the planning, discussions, or drawing of project plans or specifications, if any, shall be limited to conceptual, preliminary, or initial plans or specifications.
Consultant shall cooperate with the Pioneer to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by Consultant, if any, pursuant to this Agreement.
31. Remedies Non-Exclusive. Each right, power and remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise shall be cumulative and shall be in addition to every other right, power, or remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise. The exercise, the commencement of the exercise, or the forbearance from the exercise by any party of any one or more of such rights, powers or remedies shall not preclude the simultaneous or later exercise by such party of any or all of such other rights, powers or remedies.
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32. Confidentiality. All data, documents, discussion, or other information developed or received by Consultant for performance of this Agreement are deemed confidential and Consultant shall not disclose it without prior written consent by Pioneer. Pioneer shall grant such consent if disclosure is legally required. All Pioneer data shall be returned to Pioneer upon the termination or expiration of this Agreement.
33. Successors & Third-Party Beneficiaries. This Agreement shall be binding on the successors and assigns of the parties. Except as expressly stated herein, there is no intended third-party beneficiary of any right or obligation assumed by the parties.
34. Severability. If any term or provision of this Agreement or the application thereof to any person or circumstance shall, to any extent, be invalid or unenforceable, then such term or provision shall be amended to, and solely to the extent necessary to, cure such invalidity or unenforceability, and shall be enforceable in its amended form. In such event, the remainder of this Agreement, or the application of such term or provision to persons or circumstances other than those as to which it is held invalid or unenforceable, shall not be affected, and each term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law.
35. No Presumption Against Drafter. Each party had an opportunity to consult with an attorney in reviewing and drafting this agreement. Any uncertainty or ambiguity shall not be construed for or against any party based on attribution of drafting.
36. Counterparts; Electronic Signatures. This Agreement may be signed in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed one and the same instrument. The parties acknowledge and agree that this Agreement may be executed by electronic signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature. Without limitation, “electronic signature” shall include faxed or emailed versions of an original signature, electronically scanned and transmitted versions (e.g., via pdf) of an original signature, or a digital signature. - 5 -
369617.3
Executed as of the day first above stated:
PIONEER COMMUNITY ENERGY
By: _____________________________
Printed Name/Title:
Approved as to Form – General Counsel:
By: _____________________________
Printed Name/Title:
Alive Media
By: _____________________________
Name: _____________________________
Title:
By:* _____________________________
Name: _____________________________
Title:
*If Consultant is a corporation, this agreement must be signed by two corporate officers: (1) the chairperson, president, or any vice president; and (2) the secretary, any assistant secretary, the chief financial officer, or any assistant treasurer. (Civ. Code § 313.), 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
E. Campaign Contribution Disclosure Form
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EXHIBIT A
SCOPE OF SERVICES
(From Pioneer’s Boardroom AV Assessment, Relocation, and Expansion RFP issued on May 12, 2026)
Pioneer’s current boardroom, located at 2510 Warren Drive, Suite B, Rocklin, CA, is configured to accommodate fourteen (14) participants, consisting of eleven (11) Board members, three (3) staff members, and a podium presentation area.
Pioneer’s planned expansion into sixteen (16) additional communities by October 2027 has created the need to expand the organization’s boardroom audiovisual (“AV”) capabilities to support additional Board members and future operational needs.
Pioneer’s existing office space cannot accommodate the required expansion. To support anticipated growth, Pioneer recently acquired additional office space located at 2540 Warren Drive, Suite C, Rocklin, CA, to accommodate a larger Board and additional staffing requirements.
As part of this transition, Pioneer has developed a future boardroom furniture layout designed to accommodate up to thirty-nine (39) participants.
Pioneer conducts monthly Board meetings that are publicly broadcast and streamed using the Granicus platform. The upgraded AV system must support reliable integration with Pioneer’s existing Granicus broadcasting workflow and provide high-quality audio and video for live and recorded public meetings.
Board meetings are typically held on the third Thursday of each month, with no meeting being held in August. Pioneer requests that the Offeror procure, install, program, test, and confirm full functionality of all equipment prior to the September 17, 2026, Board meeting. All relocation, installation, programming, and testing work shall be completed between July 24 and September 11, 2026, with final dates to be determined.
Pioneer is seeking a qualified Offeror to:
• Assess the existing boardroom AV system at Pioneer’s current office location; • Relocate and reinstall existing AV equipment at the new office location; • Design, configure, integrate, and expand the boardroom AV system to support up to thirty-nine (39) participants by supplementing existing AV equipment with any additional equipment required; and
• Test and verify system functionality following installation. • Complete all procurement, relocation, installation, programming, integration, and testing work prior to the September 17, 2026, Board meeting, with all work to be completed between July 24 and September 11, 2206.
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The following is an approximate inventory of Pioneer’s existing boardroom AV equipment to be evaluated for reuse and integration into the upgraded system:
Board Table
• 16x Shure MX400DP (Microphone Base)
• 16x 15 Inch Gooseneck Microphone
Ceiling
• 4x Biamp Systems D8 (Speakers)
Walls
• 2x Panasonic TH-75EQ2W (Display)
• 2x Panasonic TH-86EQ2W (Display)
• 2x PTXOptics PT30X-SDI-GY-G2 (PTZ Camera)
• 2x Panasonic AW-UE20WP (PTZ Camera)
• 1x Panasonic AW-UE4WG (PTZ Camera)
Podium
• 1x DPA Microphones 4098-DC-G-B00-045
• 1x Shure QLXD14-G50 (Wireless Bodypack Transmitter)
Control Desk
• 1x Audio Technica ATH-M50X (Headphones)
• 1x 32”-34” Monitor
• 1x Extron TLP Pro 1525TG (Control Touchpanel)
• 1x Rolls PM50SE (Personal Monitor Amplifier)
• 1x Shure SBC200-US (Dual Docking Charger)
Rack
• 1x Araknis Networks AN-310-SW-R-24-POE (Managed POE Switch) • 2x Biamp Systems TesiraFORTE AVB CI
• 1x Biamp Systems TesiraXEL 1200.1
• 1x TesiraCONNECT TC-5
• 1x Blackmagic Design ATEM 4 M/E Broadcast Studio 4K
• 1x Extron IPCP PRO 360Q xi
• 1x Middle Atlantic 5-21-26
• 1x Middle Atlantic UPS-OL3000R (UPS)
• 1x Listen Technologies LT-800 Stationary RF Transmitter • 1x Shure QLXD4 Digital Wireless Receiver
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At a minimum, the upgraded AV system should include commercial/business-use AV equipment suitable for a public agency boardroom environment, including the following additional components, subject to the Offeror’s final design recommendations:
• Twenty-three (23) additional board table microphones; • Two to four (2-4) additional ceiling speakers;
• Two (2) additional Point-Tilt-Zoom (“PTZ”) cameras; and • Two (2) additional approximately 100-inch displays.
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EXHIBIT B
PAYMENT FOR SERVICES RENDERED
Maximum Limit & Fee Schedule
The total amount for services rendered not to exceed $194,210.
And, if applicable
The maximum hourly rate shall not exceed $________ per hour.
Invoices
Invoices shall include a list of work performed by billable hour including date, hours and services provided.
Work performed by Consultant will be subject to final acceptance by Pioneer.
Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, photocopying, in house printing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses. Travel expenses must be authorized in advance in writing by Pioneer.
Submit all invoices to: Pioneer Community Energy
Attn: Eric Acedo
[email protected]
2510 Warren Drive, Suite B
Rocklin, CA 95677
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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.)
(typically)
NOT APPLICABLE
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EXHIBIT D
HOLD HARMLESS AGREEMENT
AND INSURANCE REQUIREMENTS
1. HOLD HARMLESS AND INDEMNIFICATION AGREEMENT
A. To the fullest extent permitted by law, CONSULTANT hereby agrees to protect, defend, indemnify, and hold PIONEER free and harmless from any and all losses, claims, liens, demands, and causes of action of every kind and character including, but not limited to, the amounts of judgments, penalties, interest, court costs, legal fees, reasonable attorneys’ fees for counsel of Pioneer’s choice, expert fees, and all other expenses incurred by PIONEER arising in favor of any party, including claims, liens, debts, personal injuries, death, or damages to any real or personal property (including employees or property of PIONEER) and without limitation by enumeration, all other claims or demands of every character occurring or in any way incident to, in connection with or arising directly or indirectly out of, the Agreement, CONSULTANT’s performance under this Agreement, or CONSULTANT’S failure to comply with any provision in this Agreement. CONSULTANT agrees to investigate, handle, respond to, provide defense for, and defend any such claims, demand, or suit at the sole expense of the CONSULTANT. CONSULTANT also agrees to bear all other costs and expenses related thereto, even if the claim or claims alleged are groundless, false, or fraudulent. This provision is not intended to create any cause of action in favor of any third party against CONSULTANT or PIONEER or to enlarge in any way the CONSULTANT’s liability but is intended solely to provide for indemnification of PIONEER from liability for damages or injuries to third persons or property arising from CONSULTANT’s performance pursuant to this Agreement. PIONEER’s right to indemnity under this Agreement shall arise immediately upon the occurrence of the event giving rise to the indemnified liability.
PIONEER shall be entitled to a defense under this Agreement immediately upon the institution of a claim or action that is covered by this indemnity, even though liability for said claim or action has not yet been determined at the time the duty to defend the PIONEER hereunder has arisen. CONSULTANT shall not be entitled to any refund of attorneys’ fees, defense costs or expenses in the event that it is adjudicated to have been non-negligent. CONSULTANT shall not be required to indemnify PIONEER for such loss or damage as is caused by the active negligence, sole negligence, or willful misconduct of PIONEER.
B. As used in this section, the term PIONEER means Pioneer or its officers, agents, employees, and volunteers.The term CONSULTANT means Consultant, its officers, employees, servants, agents, or subconsultants, or anyone directly or indirectly employed by either Consultant or its subconsultants, in the performance of this Agreement.
C. The obligations of CONSULTANT set forth herein are not limited by the provisions of any workers’ compensation or similar statute. CONSULTANT expressly waives its statutory immunity under such statutes or laws as to PIONEER.
D. PIONEER does not waive any indemnity rights by accepting any insurance policy or certificate required pursuant to this Agreement. CONSULTANT’s indemnification obligations apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost or expense.
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E. PIONEER may request a deposit for defense costs from CONSULTANT with respect to a claim. If PIONEER requests a defense deposit, CONSULTANT shall provide it within 15 days of the request.
F. CONSULTANT agrees to obtain executed indemnity agreements with provisions identical to those set forth here from each and every subconsultant or any other person or entity involved in the performance of this Agreement on CONSULTANT’s behalf.
2. INSURANCE:
CONSULTANT shall file with PIONEER concurrently herewith a Certificate of Insurance, in companies acceptable to PIONEER, with a Best’s Rating of no less than A-:VII showing, and complete, certified copies of all required insurance policies, including endorsements affecting the coverage for all policies required by this Agreement. CONSULTANT shall require all of its subcontractors, subconsultants, and other agents to do the same. Approval of the insurance by PIONEER shall not relieve or decrease any liability of CONSULTANT.
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”.
• Waiver of Subrogation - The workers’ compensation policy shall be endorsed to state that the workers’ compensation carrier waives its right of subrogation against Pioneer, its officers, directors, officials, employees, agents or volunteers, which might arise by reason of payment under such policy in connection with performance under this agreement by the CONSULTANT.
• CONSULTANT shall require all SUBCONTRACTORS to maintain adequate Workers’ Compensation insurance. Certificates of Workers’ Compensation shall be filed forthwith with Pioneer upon demand.
4. GENERAL LIABILITY INSURANCE:
A. Comprehensive General Liability or Commercial General Liability insurance covering all operations by or on behalf of CONSULTANT, providing insurance for bodily injury liability and property damage liability for the limits of liability indicated below and including coverage for:
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(1) Contractual liability insuring the obligations assumed by CONSULTANT in this Agreement.
B. Commercial General Liability Insurance shall be no less broad than ISO form CG 00 01.
Coverage must be on a standard Occurrence form. One of the following forms is required:
(1) Comprehensive General Liability; or
(2) Commercial General Liability (Occurrence).
C. If CONSULTANT carries a Comprehensive General Liability policy, the limits of liability shall not be less than a Combined Single Limit for bodily injury, property damage, and Personal Injury Liability of:
→ Two million dollars ($2,000,000) each occurrence
→ Four million dollars ($4,000,000) aggregate
D. If CONSULTANT carries a Commercial General Liability (Occurrence) policy:
(1) The limits of liability shall not be less than:
→Two million dollars ($2,000,000) each occurrence (combined single limit for bodily injury and property damage)
→Two million dollars ($2,000,000) for Products-Completed Operations →Four million dollars ($4,000,000) General Aggregate
(2) If the policy does not have an endorsement providing that the General Aggregate Limit applies separately, or if defense costs are included in the aggregate limits, then the required aggregate limits shall be two million dollars ($2,000,000).
E. Special Claims Made Policy Form Provisions:
Coverage must be on a standard Occurrence form. Claims-Made, modified, limited or restricted Occurrence forms are not acceptable. If any of the required policies provide coverage on a claims-made basis the Retroactive Date must be shown and must be before the Effective Date of the Agreement or the beginning of work. Claims-Made Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, CONSULTANT must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work 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. In no cases shall the types of polices be different.
5. ENDORSEMENTS:
Each policy required herein, other than Professional Errors and Omissions and Worker’s Compensation, shall be endorsed with the following specific language:
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A. “Pioneer Community Energy, its officers, agents, employees, and volunteers are to be covered as insured for all liability arising out of the operations by or on behalf of the named insured in the performance of this Agreement.”
B. “The insurance provided by the Consultant, including any excess liability or umbrella form coverage, is primary coverage to Pioneer Community Energy with respect to any insurance or self-insurance programs maintained by Pioneer Community Energy and no insurance held or owned by Pioneer Community Energy shall be called upon to contribute to a loss.” C. “This policy shall not be changed without first giving thirty (30) days prior written notice and ten (10) days prior written notice of cancellation for non-payment of premium to Pioneer Community Energy.”
All endorsements shall be signed by a person authorized by the insurer to bind coverage on its behalf.
6. AUTOMOBILE LIABILITY INSURANCE:
Automobile Liability insurance covering bodily injury and property damage in an amount no less than two million dollars ($2,000,000) combined single limit for each occurrence.
Covered vehicles shall include owned, non-owned, and hired automobiles/trucks using ISO Business Auto Coverage form CA 00 01 (or equivalent).
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 per occurrence and $2,000,000 aggregate.
The deductible or self-insured retention may not exceed $50,000. If the insurance is on a Claims-Made basis, the retroactive date shall be no later than the Effective Date of the Agreement or commencement of the work. Coverage shall be continued for two years after the completion of the work by one of the following: (1) renewal of the existing policy; (2) an extended reporting period endorsement; or (3) replacement insurance with a retroactive date no later than the commencement of the work under this Agreement. In the event CONSULTANT’s policy is a “claims made” policy only covering those claims made during the policy period, then CONSULTANT agrees to maintain the professional liability insurance required hereunder and with respect to this project in effect for at least three (3) years after acceptance of the work.
8. PRIVACY AND CYBERSECURITY LIABILITY INSURANCE:
Privacy and cybersecurity liability (including costs arising from data destruction, hacking or intentional breaches, crisis management activity related to data breaches, and legal claims for security breach, privacy violations, and notification costs of at least $5,000,000 US per occurrence.
9. ADDITIONAL REQUIREMENTS:
Premium Payments - The insurance companies shall have no recourse against PIONEER and funding agencies, its officers and employees or any of them for payment of any premiums or assessments under any policy issued by a mutual insurance company.
to Consultant Services Agreement
369617.3
Policy Deductibles - The CONSULTANT shall be responsible for all deductibles in all of the CONSULTANT’s insurance policies. The maximum amount of allowable deductible for insurance coverage required herein shall be $25,000.
CONSULTANT’s Obligations - CONSULTANT’s indemnity and other obligations shall not be limited by the foregoing insurance requirements and shall survive the expiration of this Agreement.
Verification of Coverage - CONSULTANT shall furnish Pioneer with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by Pioneer before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the CONSULTANT’s obligation to provide them. Pioneer reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.
Material Breach - Failure of the CONSULTANT to maintain the insurance required by this agreement, or to comply with any of the requirements of this section, shall constitute a material breach of the entire Agreement. In the event any policy is canceled prior to the completion of the Agreement and CONSULTANT does not furnish a new certificate of insurance prior to cancellation, PIONEER has the right, but not the duty, to obtain the required insurance and deduct the premium(s) from any amounts due CONSULTANT under this Agreement.
Subrogation – CONSULTANT hereby waives all rights of subrogation against PIONEER.
CONSULTANT shall additionally waive such rights either by endorsement to each policy or provide proof of such waiver in the policy itself.
Report of Claims – CONSULTANT shall report to PIONEER, in addition to CONSULTANT’s insurer, any and all insurance claims submitted to CONSULTANT’s insurer in connection with the services under this Agreement.
Premium Payments and Deductibles - CONSULTANT must disclose all deductibles and self-insured retention amounts to PIONEER. PIONEER may require Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within retention amounts. Ultimately, PIONEER must approve all such amounts prior to execution of this Agreement.
PIONEER has no obligation to pay any premiums, assessments, or deductibles under any policy required in this Agreement. CONSULTANT shall be responsible for all premiums and deductibles in all of CONSULTANT’s insurance policies. The amount of deductibles for insurance coverage required herein are subject to PIONEER’s approval.
Duty to Defend and Indemnify – CONSULTANT’s duties to defend and indemnify PIONEER under this Agreement shall not be limited by the foregoing insurance requirements and shall survive the expiration or termination of this Agreement.
369617.3
EXHIBIT E
CAMPAIGN CONTRIBUTION DISCLOSURE FORM
Local governments are subject to the campaign disclosure provisions detailed in Government Code Section 84308.
Please carefully read the following information to
determine if the provisions apply to you. If you
determine that the provisions are applicable, the
Campaign Disclosure Form must be completed and
returnedtoPioneerwithyourapplication.
No Pioneer Board member or other Pioneer official shall accept, solicit, or direct a campaign contribution of more than $500 from any party1 financial interested
participant,2 or agent3 for 12 months after the Pioneer approves a contract. This prohibition commences when
an application is filed, or a proceeding is otherwise
initiated.
A party to a Pioneer proceeding shall disclose on the record of the proceeding any campaign contribution of more than $500 by a party or agent to any Pioneer member or other Pioneer official during the preceding 12 months. No party to or participant in a Pioneer proceeding, shall make a
contribution of more than $500 to a Pioneer Board member or other Pioneer official during a proceeding and for 12 months after the Pioneer approves a contract. No agent to a party or participant shall make a contribution in any amount to a Pioneer board member or other Pioneer official during the preceding 12 months following the date a final
decision is rendered by Pioneer.
A Pioneer Board member or other Pioneer official who
received a campaign contribution ofmore than $500 within the preceding 12 months from any party, or agent, to a
proceeding shall disclose that fact on the record of the proceeding, and shall abstain from participating in the proceeding. However, if he or she receives a contribution that otherwise would require disqualification, and returns the contribution within 30 days of making the decision, or
knowing about the contribution and the relevant proceeding, whichever comes last, , he or she may participate in the proceeding.
1 “Party” is defined as any person who files an
application for, or is the subject of, a proceeding.
2 “Participant” is defined as any person who actively supports or opposes a particular decision in a proceeding.
3 “Agent” is defined as a person who represents a party in connection with a proceeding. If an individual acting as an agent also is acting as an employee or member of
a law, architectural, engineering, or consulting firm, or a similar entity or corporation, both the individual and the entity or corporation are agents. When a closed
To determine whether you or your agent made a campaign
contribution of more than $500 to a Pioneer Board member or other Pioneer official within the preceding 12 months, you must aggregate all such contributions.
Names of current Pioneer Board members and other Pioneer officials are available on Pioneer’s website.If you have questions about GovernmentCode Section 84308, FPPCregulations, or theCampaignDisclosure Form, please contactthe Pioneer Clerk.
CAMPAIGN CONTRIBUTION DISCLOSURE FORM
(a) Document:
□ License
□ Lease
□ Permit
□ Franchise
□ Other Contract
□ Other Entitlement
Name and address of any party, participant, or agent, who has contributed more than $500 to any Pioneer Board
Member or other Pioneer official within the preceding 12 months:
1. ____________________________________
2. ____________________________________
3. ____________________________________
(b) Date and amount of contribution:
Date Amount $
Date Amount $
(c) Name of Pioneer Board member or other Pioneer
official to whom contribution was made:
1. ____________________________________
2. ____________________________________
3. ____________________________________
(d) □ Check here If no contributions have been made to
any Board member or other Pioneer official in the
preceding 12 months.
(e) I certify that the above information is provided to the best of my knowledge.
Printed Name
Signature
369617.3
corporation is a party to a proceeding, the majority
shareholder is subject to these provisions. Date Phone
BOARDROOM AV SYSTEM
BID PACKAGE
Presented to:
PIONEER COMMUNITY ENERGY
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
INTRODUCTION
Alive Media is a Northern California-based commercial audio-visual systems integration and design firm specializing in boardrooms, conference rooms, government facilities, healthcare environments, educational institutions, and large-scale venue technology systems.
Headquartered in Sacramento, California, we provide end-to-end AV consulting, system design, integration, installation, commissioning, training, and ongoing support services throughout Sacramento, the Bay Area, and greater California.
Founded in 2007, Alive Media has grown from a small regional AV provider into a trusted integration partner serving a diverse client base across corporate, government, healthcare, nonprofit, education, and house of worship sectors. The company maintains a highly collaborative and client-focused approach, emphasizing long-term relationships, responsive service, and technology solutions tailored to each organization’s operational goals and user experience requirements.
Our team includes experienced AV professionals specializing in unified communications, conferencing systems, digital signal processing, audio reinforcement, video distribution, control systems, acoustics, streaming technologies, and enterprise collaboration environments. The firm delivers turnkey solutions that integrate seamlessly with modern workplace platforms including Microsoft Teams Rooms, Zoom Rooms, wireless presentation systems, and hybrid meeting technologies.
Relevant experience includes the design and deployment of advanced meeting and presentation environments for corporate boardrooms, conference rooms, government buildings, healthcare facilities, auditoriums, and mission-critical communication spaces.
Alive Media’s scope of services routinely includes:
AV system design and engineering
Boardroom and conference room integration
Large-format displays and video wall systems
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
Digital signal processing and acoustic optimization
Camera and conferencing systems
Control system programming and automation
Infrastructure coordination and rack integration
End-user training and support services
Preventative maintenance and ongoing service agreements Our integration philosophy prioritizes system reliability, ease of use, scalability, and long-term supportability. We emphasize partnerships with owners, consultants, architects, IT stakeholders, and facilities teams to ensure each system aligns with organizational objectives, room functionality, and future operational growth.
We have successfully supported clients across sectors including government and civic organizations, healthcare systems, educational institutions, houses of worship, corporate offices, and live event environments throughout California. Our portfolio demonstrates expertise in both new construction and retrofit projects requiring thoughtful coordination, technical precision, and high-quality user experiences.
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
KEY Features:
Here are some key details that will help show how our proposal works Televic Discussion System - The base package of this
system includes the Televic D-Cerno Discussion System.
Each unit is equipped with tactile control buttons, a
headphone connection with individual volume control,
delivering an intuitive and comfortable user experience.
Clear visual feedback is provided through an LED ring on the microphone and an LED bar on the microphone button, allowing users to instantly see the microphone status. The LEDs can be configured to turn green, red or off for each microphone state (off, request or active).
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
Optional Upgrade to the video Televic system
uniCOS CORE is the newest
addition to Televic’s uniCOS
multimedia family, designed
specifically for meetings where,
next to great audio, it’s important to
see and be seen, as in corporate
meeting spaces. It is a
cost-effective, all-in-one video
conferencing solution that enables
Teams & Zoom integration with
multi-stream video for active
speakers, and meeting equity for both in-person and remote participants.
With a minimalistic interface, an easy setup, and a built-in high-resolution camera, uniCOS CORE eliminates line of sight issues, making hybrid collaboration more intuitive and effective.
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
Optional Upgrade by adding an FSR Raceway system
The FSR Raceway system offers an effective solution for delivering local power to board members while discreetly managing cabling across the floor. It provides a streamlined method for power and data distribution throughout the room in compliance with ADA standards. (Note: it does not conceal the unit-to-unit cabling at the table level required for the Televic Platform.) 251 Opportunity Street, Suite A, Sacramento, CA 95838
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CA C7 License #1004006 | DIR PW PL# 1000809642
Room Layout
Basic overview of the boardroom and the locations of the main equipment . 251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
SCOPE OF SYSTEMS — Boardroom AV
Assessment, Relocation & Expansion
Pioneer Community Energy | 2510 Warren Drive, Suite B → 2540 Warren Drive, Suite C, Rocklin, CA Prepared by Alive Media, LLC
PROJECT OVERVIEW
Alive Media, LLC proposes to assess, relocate, expand, program, and commission Pioneer Community Energy's boardroom audiovisual (AV) system in support of Pioneer's move from its existing boardroom at 2510 Warren Drive, Suite B, to its new boardroom at 2540 Warren Drive, Suite C. The upgraded system expands seating capacity from fourteen (14) to up to thirty-nine (39) participants while maximizing reuse of Pioneer's existing, functional equipment, consistent with Pioneer's stated preference.
The system will continue to support Pioneer's publicly broadcast monthly Board meetings, including live and recorded streaming through the Granicus platform and remote participation via Zoom. The existing Osprey Talon 4K-SC encoder and the Biamp Tesira audio path to it are retained, preserving Pioneer's current broadcast workflow. All work is scheduled for completion within the July 24 – September 11, 2026 window, with full functionality verified prior to the September 17, 2026 Board meeting.
MINIMUM EQUIPMENT COMPLIANCE
251 Opportunity Street, Suite A, Sacramento, CA 95838
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CA C7 License #1004006 | DIR PW PL# 1000809642
The proposed design meets or exceeds each minimum equipment quantity identified in the RFP:
RFP minimum
requirement
Proposed design
23 board-table
microphones
39 wired Televic D-Cerno discussion stations (confirm
final station count)
2–4 ceiling loudspeakers 8× Extron FF 220T full-range flat-field speaker pairs (full-room coverage)
2 PTZ cameras 9 PTZ cameras total (5 relocated + 4 new) 2 displays of
approximately 100"
2× Sony FW98BZ30L 98" displays (plus seven additional
displays — see below)
ASSESSMENT
Alive Media will assess the existing boardroom AV system at Suite B, confirm the condition and reusability of existing equipment, and verify field conditions, mounting locations, pathways, and power at the new Suite C boardroom prior to installation.
Findings informing this scope are reflected in the proposed design. The existing system's current operation, as observed during the May 22, 2026 site visit, constitutes the functional baseline for the expanded system (see Programming, Integration & Configuration).
RELOCATION & REUSE OF EXISTING EQUIPMENT
251 Opportunity Street, Suite A, Sacramento, CA 95838
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The following existing equipment will be de-installed at Suite B, transported, and reinstalled, reconfigured, and verified at Suite C. The existing equipment rack will be relocated and reused in the new IDF/IT closet.
Audio & control (rack):
● Biamp Tesira DSP ecosystem: 2× TesiraFORTE AVB CI, 1× TesiraXEL 1200.1 amplifier, 1× TesiraCONNECT TC-5.
● Blackmagic ATEM 4 M/E Broadcast Studio 4K production switcher. ● Extron IPCP Pro control processor and Extron TLP Pro 1525TG touchpanel. ● Middle Atlantic equipment rack, UPS-OL3000R, rackmount power, and associated rack hardware.
● Osprey Talon 4K-SC encoder (retained for the Granicus broadcast feed). ● Assistive Listening System (ADA): the existing Listen Technologies LT-800 (216 MHz) transmitter, two (2) receivers, and associated neck loops are relocated, reinstalled, and verified at Suite C, providing ADA-compliant assistive listening for the publicly broadcast Board meetings.
Cameras (5 relocated):
● 2× PTZOptics PT30X-SDI-GY-G2, 2× Panasonic AW-UE20WP, and 1× Panasonic AW-UE4WG PTZ cameras, remounted on Nigel B anti-vibration brackets.
Displays (4 relocated, wall-mounted):
● 2× Panasonic TH-75EQ2W (75") — wall-mounted (see Display Layout). ● 2× Panasonic TH-86EQ2W (86") — wall-mounted on the opposite side of the room.
Podium & control desk:
251 Opportunity Street, Suite A, Sacramento, CA 95838
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● Podium microphones retained: DPA 4098 and Shure QLXD14-G50 wireless bodypack system.
● Existing control desk (Middle Atlantic MDV-DSK), monitor, headphones, Biamp EX-UBT, Shure charger, and monitor amplifier.
NEW EQUIPMENT & SYSTEM EXPANSION
Participant discussion / microphone system (base system): The existing board-table microphones (16× Shure MX400DP bases and Audio Technica U857Q goosenecks) will be decommissioned and replaced with a new Televic D-Cerno wired discussion system, providing dedicated, wired microphone stations at each of the 39 board seating positions. The discussion system consolidates participant audio and presents it to the existing Biamp Tesira DSP, preserving the current audio signal path to the Osprey Talon 4K-SC encoder and Granicus. No change to the Biamp-to-encoder path is required. A Televic Service Level Agreement is included, Pioneer can contact Televic by email or phone during the Service Agreement for support.
Equipment-replacement disclosure (RFP Q18): The existing 16× Shure MX400DP bases and Audio Technica U857Q goosenecks and the existing Araknis network switch are being replaced rather than reused — the Shure units by the Televic D-Cerno discussion system and the Araknis switch by a new NETGEAR managed PoE+ switch dedicated to the AV network. Due to the scale of 39 board members vs 14 that is why a different technology is needed.
251 Opportunity Street, Suite A, Sacramento, CA 95838
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Loudspeaker system:
● New full-room ceiling loudspeaker system: 8× Extron FF 220T full-range flat-field speaker pairs (low-profile 2×2 enclosures), replacing the four (4) existing Biamp D8 ceiling speakers and providing coverage across the board and guest seating areas.
● New Extron four-channel configurable power amplifier (400 W/channel) to drive the expanded loudspeaker zones.
Displays (5 new):
● 2× Sony FW98BZ30L (98" 4K HDR) professional displays — wall-mounted on the long wall opposite the head of the table, on Chief XTM1U tilt mounts. ● 3× Sony FW55BZ35[L] (55") professional displays — ceiling-suspended for board viewing at the head of the table, on Chief RLC1 ceiling mounts with adjustable extension columns (see Display Layout). (Confirm regional SKU:
FW-55BZ35L is the Americas variant.)
Cameras (4 new):
● 4× Panasonic AW-UE50WPJ integrated PTZ cameras (two added per side) on Nigel B anti-vibration brackets, integrated with the existing camera/production workflow for a total of nine (9) cameras.
Rack & signal infrastructure (new):
● Blackmagic Videohub 10×10 12G video router and Decimator MD-HX cross-converters/scalers for routing among cameras, displays, switcher, and encoder.
● NETGEAR managed PoE+ switch to serve the AV devices (dedicated AV network; corporate network provided and managed by Pioneer's MSP — see Responsibility Summary).
251 Opportunity Street, Suite A, Sacramento, CA 95838
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CA C7 License #1004006 | DIR PW PL# 1000809642
Control desk (new additions):
● Second multiview monitor and mount, Magewell capture devices, a 10”×10” wall plate with necessary system connections, and associated converters/cabling to accommodate the additional cameras and views.
DISPLAY LAYOUT & CEILING-HEIGHT CONSIDERATIONS
The ceiling in the new boardroom will have a finished height of approximately 9’11” . A 75" or larger display suspended from this ceiling would hang too low for safe clearance over occupants. Accordingly, the larger displays are wall-mounted and only the smaller 55" displays are ceiling-suspended on adjustable extension columns, set at a height that provides clear line-of-sight to the board while maintaining walking clearance for occupants. The proposed arrangement (pending field verification) is:
● Head-of-table wall: 2× relocated 75" displays, with new PTZ cameras mounted above.
● Right wall: 2× relocated 86" displays, with the relocated PTZOptics PTZ cameras.
● Long wall (opposite head of table): 2× new 98" displays, with new PTZ cameras.
● Ceiling, over the head of the table: 3× new 55" displays for board viewing, on adjustable columns.
Design priority — board sightlines: Because the U-shaped board seating faces inward, Board members do not have a direct line of sight to all of the wall-mounted displays from their seated positions. The ceiling-suspended 55" displays are therefore prioritized to give every Board member a clear, dedicated view of Zoom participants and presentation content. The public/guest seating, by contrast, faces the room and 251 Opportunity Street, Suite A, Sacramento, CA 95838
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has clear sightlines to all three wall-mounted display sets (the 75", 86", and 98" displays); dedicated ceiling displays for the audience are consequently not required for adequate viewing.
Note on RFP Q5: This arrangement is an intentional departure from the dedicated audience-display approach referenced in Pioneer's response to Q5. The departure is driven by the U-shaped board sightline analysis above, which prioritizes guaranteed board viewing within the room's ceiling-height constraint. An audience-viewing display is offered as a separately priced option for Pioneer's consideration (see Optional Items).
Total displays in the new room: nine (9) — four (4) relocated (2× 75", 2× 86") plus five (5) new (2× 98", 3× 55"). The displays will be configured to allow Board members to view remote Zoom participants and presentation content simultaneously.
OPTIONAL ITEMS (SEPARATELY PRICED)
The following are offered as separately priced options and are identified as such in the cost proposal:
1. Televic video-enabled discussion system (with per-seat displays). In lieu of the audio-only discussion system in the base package above, a Televic Plixus / uniCOS multimedia system provides an individual touchscreen unit at each of the thirty-nine (39) participant positions. This option satisfies Pioneer's request for a priced scenario that includes tabletop participant displays; the base system represents the scenario without tabletop displays. The two discussion systems are mutually exclusive — if the video system is selected, the audio-only system is removed.
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
2. Floor power/data raceway system. An FSR Smart-Way on-floor raceway system delivering convenience power and data to participant positions. Alive Media furnishes and installs the raceway and the low-voltage data pathways; Pioneer's electrician provides and connects all high-voltage (HV) wiring, outlets, and related HV components. This item is not included in the base price.
3. Dedicated audience-viewing display. As noted in Display Layout, the public/guest seating already has clear sightlines to all three wall-mounted display sets, so a dedicated audience display is not required for adequate viewing. For Pioneer's consideration, Alive Media can provide an additional display positioned specifically for the guest seating area as a separately priced option.
PROGRAMMING, INTEGRATION & CONFIGURATION
Scope basis — existing system retained and extended. Pioneer's existing Extron control system, Biamp Tesira DSP configuration, and Blackmagic production programming are retained. The room's existing operating paradigm, control logic, signal-routing approach, and touchpanel user-interface behavior carry forward unchanged. The existing system's current operation, as observed during the May 22, 2026 site visit, constitutes the functional baseline. Programming under this scope is limited to extending the existing programs to incorporate the new and relocated devices listed in this proposal so they operate within the established control structure.
No redesign of the existing programming and no new control features beyond device integration are included.
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
Included programming and integration (device-integration delta):
● Integrate all nine (9) cameras (five relocated, four new) into the existing camera control, Blackmagic ATEM switching, and new Videohub routing, with camera presets configured consistent with the existing camera-control conventions. ● Integrate the five (5) new displays into the existing display-routing control so they can be selected and fed within the existing user-interface paradigm. ● Integrate the new Televic D-Cerno discussion system audio into the existing Biamp Tesira signal path, preserving the current path to the Osprey Talon 4K-SC encoder and Granicus; configure microphone gating/automix consistent with existing system behavior.
● Configure the new loudspeaker zones and guest-area coverage within the existing Biamp Tesira.
● Configure the relocated assistive listening system feed and verify coverage. ● Extend the existing Extron TLP Pro touchpanel layout to expose the added cameras and display destinations — adding controls within the existing page and button structure, not redesigning the interface.
● Verify and preserve the audio/video signal path to the Osprey Talon 4K-SC encoder and Granicus (the encoder supports up to 4K/60; Pioneer currently uploads recordings at 720p/30).
● Coordinate AV device network addressing with Pioneer's Managed Service Provider (MSP).
Not included (out of scope — separate change order):
● Redesign or rewrite of the existing Extron control program or Biamp Tesira DSP architecture.
● New operating modes, automation routines, or control features not already present in the existing system — including, without limitation, 251 Opportunity Street, Suite A, Sacramento, CA 95838
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microphone-activated / voice-tracking camera switching, room-scheduling or calendar integration, and lighting or window-shade control. ● Changes to the existing Granicus / Osprey broadcast workflow beyond preserving the current signal path.
● Touchpanel interface redesign, restyling, or rebranding beyond adding controls for the new devices.
● Any programming changes to existing functionality requested after the functional baseline is established at assessment.
CABLING & INFRASTRUCTURE
● Furnish and install AV low-voltage cabling: Category 6 (F/UTP and U/UTP), RG-6 coaxial video, and line-level audio cable, with terminations. CMR/riser-rated cable is used; plenum-rated cable is not required or provided. ● Shipping, handling, and miscellaneous installation materials are included.
TESTING, COMMISSIONING & SUPPORT
● Full system functional testing following installation — audio coverage/intelligibility, assistive listening RF coverage and audio level, camera presets, display routing, control functions, and the live/recorded Granicus broadcast path.
● System commissioning and operator orientation for Pioneer staff. ● On-site support for Pioneer's first Board meeting in the new room (September 17, 2026).
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
RESPONSIBILITY SUMMARY
Responsibility Party
AV equipment supply, relocation, installation &
mounting
Alive Media
AV programming, integration, commissioning &
testing
Alive Media
Assistive listening relocation, integration & verification Alive Media AV low-voltage cabling, terminations & AV network
switch
Alive Media
Corporate network, VLANs & internet for AV devices Pioneer MSP Floor raceway furnish & install (if optioned) Alive Media AC wiring, outlets & AC parts for raceway (if optioned) Pioneer / Electrical Contractor
New boardroom construction, furniture & finishes Pioneer / others AC power circuits & electrical rough-in Pioneer / Electrical Contractor
Structural backing/blocking for displays, speakers,
cameras
Pioneer / General
Contractor
Granicus platform & Osprey Talon encoder (retained) Pioneer Prevailing-wage compliance for installation labor Alive Media 251 Opportunity Street, Suite A, Sacramento, CA 95838
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CLARIFICATIONS, ASSUMPTIONS & EXCLUSIONS
Please see attached copy of project RFP with changes to agreement proposed by Alive.
● Pricing reflects the equipment inventory and conditions in the RFP and the site visit performed on May 22, 2026 by Dan DeMuri; existing equipment is assumed operational and suitable for reuse, consistent with Pioneer's Responses to Questions.
● Functional baseline: The existing system's operation as observed at the May 22, 2026 site visit constitutes the functional baseline. The expanded system retains this operation with the new and relocated devices integrated; programming work is limited to that device integration (see Programming, Integration & Configuration).
● Assistive listening: The ADA assistive listening system reuses Pioneer's existing Listen Technologies LT-800 transmitter, two (2) receivers, and neck loops. The two receivers (hearing-aid compatible via neck loop) satisfy the minimum required by 2010 ADA Standards Table 219.3 for an assembly seating capacity of 50 or fewer. If the combined board and public/guest seating capacity exceeds 50, additional receivers are required; the receiver count will be confirmed against final seating capacity during assessment, and any additional receivers can be furnished as a separate order.
● Participant microphones are wired; wireless participant microphones are excluded at Pioneer’s request and not provided. The existing wireless podium microphone is retained.
● Plenum-rated (CMP) cable is not required and not provided; CMR/riser-rated cable will be used.
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
● The new boardroom (walls, ceiling, flooring, furniture, and required AC power) is assumed complete and available prior to AV installation. ● Structural backing/blocking for new displays, ceiling-suspended displays, ceiling speakers, and cameras to be coordinated with the general contractor where required.
● Final display mounting heights — particularly the ceiling-suspended 55" displays — to be field-verified to maintain code-compliant clearances at the 9'-11" ceiling.
● All installation labor is performed under California prevailing-wage requirements as a public works project (Labor Code Section 1720 et seq.). Equipment costs, applicable sales tax, and any tariff fees are addressed in the cost proposal. 251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
REFERENCES
1. Adventist Health Headquarters - ED Center Corporate Training Room One Adventist Health Way, Roseville, CA 95661
a. Scope:
Existing Space - Audio, Video, Lighting and Staging improvements intended to support corporate training and meetings.
b. Contact:
Japhet De Oliviera - Corporate Communication Executive
[email protected] | 916.406.0784
2. Foundation for California Community Colleges - Conference Rooms 1102 Q Street, Suite 4800, Sacramento, CA 95811
a. Scope:
Tenant Improvement with large conference room spaces requiring audio video and control integration to improve in-room and distant participant experience.
b. Contact:
Priscilla Johnson - Senior Manager, Office Operations
[email protected] | 916.849.8295
3. El Dorado Union High School District - Boardroom
4675 Missouri Flat Road, Placerville, CA 95667
a. Scope:
Boardroom AV system designed for use in district board room as well as for portable use at various school sites
b. Contact:
Robert Whittenberg - Assistant Superintendent Business Services [email protected] | 530.622.5081 ext. 7227
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
251 Opportunity Street, Suite A, Sacramento, CA 95838
916.277.9044 | www.aliveav.com
CA C7 License #1004006 | DIR PW PL# 1000809642
Alive Media, LLC. www.aliveav.com
Board Room Discussion System
Pioneer Community Energy
2510 Warren Drive suite b
Rocklin, California 95677
United States
[email protected]
(916) 838-7445
Presented By
Alive Media, LLC.
Presented On
Jun 5, 2026
251 Opportunity Street Suite A
Sacramento, CA 95838
United States
Dan DeMuri
[email protected]
06/05/2026 Board Room Discussion System V4 Page 1 of 28 Equipment
OFE Rack Equipment to be reused $0.00
A summary of the main pieces of equipment that will be reused from the existing rack. The existing equipment rack will be moved over and used in the new space due to space restrictions in the IDF.
Audio $0.00
Biamp Systems TESIRAXEL 1200.1
CLIENT SUPPLIED
1 4-Channel, 1200 Watt Amplifier (Single Asymmetric Bank) Biamp Systems TESIRAFORT AVB CI
CLIENT SUPPLIED
2 TesiraFORTE DSP fixed I/O server with 12 analog input, 8 analog output, 8 channel configurable USB audio, 128 x 128 channel of AVB, and Sona acoustic echo cancellation technology (all 12 input)
Biamp Systems TESIRACONNECT TC-5
CLIENT SUPPLIED
1 5-Port Expansion Device
Datavideo DAC-70 CLIENT SUPPLIED 2
SD/HD/3G-SDI Up down cross converter
DPA Microphones 4098-DC-G-B00-045
CLIENT SUPPLIED
1 Supercardioid Tabletop Mic, 43 cm (17 in), Black, MicroDot Listen Technologies LT-800-216-01
CLIENT SUPPLIED
1 Listen Technologies LT-800-216-01 Stationary RF Transmitter (216 MHz) Middle Atlantic PD-915R CLIENT SUPPLIED 1
Rackmount Power, 9 Outlet, 15A, Basic Surge
ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 2 of 28 Middle Atlantic UPS-OL3000R
CLIENT SUPPLIED
1 OL UPS 3000VA,120V,60HZ
Shure QLXD14-G50 CLIENT SUPPLIED 1
Combo system with QLXD1 bodypack and QLXD4, frequency band version: G50, power supply included
Video $0.00
Blackmagic Design
ATEM 4 M/E BROADCAST STUDIO 4K
CLIENT SUPPLIED
1 ATEM 4 M/E Broadcast Studio 4K
Extron 60-1916-01A CLIENT SUPPLIED 1
IP Link Pro Quad Core Control Processor with LinkLicense Middle Atlantic 5AR21 CLIENT SUPPLIED 2
ADJ REAR RKRAIL FOR 5-21
Middle Atlantic 5-FAN-K CLIENT SUPPLIED 1
SLIM 5 FAN KIT, 2 FANS
Misc $0.00
Middle Atlantic 5-21-26 CLIENT SUPPLIED 1
21 Space Rack; 26'' Deep
Middle Atlantic EB2 CLIENT SUPPLIED 1
2SP FLANGED ECONO BLANK
ITEM QTY UNIT PRICE TOTAL ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 3 of 28 Middle Atlantic CBS-5-26 CLIENT SUPPLIED 1
Caster Base for Slim 5 Series, 26'' Depth
Middle Atlantic EB1 CLIENT SUPPLIED 7
1SP FLANGED ECONO BLANK
Middle Atlantic SP-5-21-26 CLIENT SUPPLIED 1
Side panels for 5-21-26
New Rack Equipment $9,894.29
New Rack Equipment to be added. This is to accommodate all the new TVs, speakers, cameras, and other functionality.
Audio $3,770.00
Extron 60-2034-01 1 $3,770.00 $3,770.00
Four Channel Configurable Output Audio Power Amplifier, 400 Watts Per Channel Video $2,505.00
Blackmagic Design Videohub 10x10 12G 1 $1,545.00 $1,545.00 Videohub 10x10 12G is an Advanced Zero Latency Video Router that Supports any Combination of SD, HD and Ultra HD on the Router at the Same Time
ITEM QTY UNIT PRICE TOTAL ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 4 of 28 Decimator Design MD-HX 3 $320.00 $960.00
HDMI/SDI cross converter, scaling, frame rate conversion Network $3,619.29
NETGEAR GSM4248PX-100NAS 1 $3,619.29 $3,619.29
40x1G PoE+ 960W and 8xSFP+ Managed Switch (Americas)
OFE Board Room Equipment $2,253.00
Items to be reused from the boardroom.
Audio $0.00
Listen Technologies LA-401 CLIENT SUPPLIED 2
Universal Ear Speaker
Listen Technologies LA-304
CLIENT SUPPLIED
1 Assistive Listening Notification Signage Kit
Misc Hardware 1
Mounting of 75" Display Set
CHIEF FMSWM CLIENT SUPPLIED 2
MENU-BOARD WALL HEAD HEIGHT ADJUST
CHIEF FMSECAP CLIENT SUPPLIED 1
MENU-BOARD ENDCAP KIT
ITEM QTY UNIT PRICE TOTAL ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 5 of 28 CHIEF FMSWA CLIENT SUPPLIED 1
MENU-BOARD WALL HEAD FLOATING
CHIEF FMSH96 CLIENT SUPPLIED 1
MENU-BOARD EXTRUSION 96
CHIEF FMSITL CLIENT SUPPLIED 2
MENU-BOARD 400 mm TILT INTERACE
Misc Hardware 1
Mounting of 2 86" TVs
CHIEF FMSWM CLIENT SUPPLIED 2
MENU-BOARD WALL HEAD HEIGHT ADJUST
CHIEF FMSECAP CLIENT SUPPLIED 1
MENU-BOARD ENDCAP KIT
CHIEF FMSWA CLIENT SUPPLIED 1
MENU-BOARD WALL HEAD FLOATING
CHIEF FMSH120 CLIENT SUPPLIED 1
MENU-BOARD EXTRUSION 120
CHIEF FMSITL CLIENT SUPPLIED 2
MENU-BOARD 400 mm TILT INTERACE
Listen Technologies LA-438
CLIENT SUPPLIED
2 Advanced Neck Loop (Adult)
06/05/2026 Board Room Discussion System V4 Page 6 of 28 Listen Technologies LR-4200-216
CLIENT SUPPLIED
2 Intelligent DSP RF Receiver (216 MHz)
Video $2,253.00
Listen Technologies LA-423-01
CLIENT SUPPLIED
1 4-Port USB Charger
Panasonic AW-UE4WG CLIENT SUPPLIED 1
Compact 4K PTZ, HDMI, USB, Streaming PTZ Camera; White
Vaddio 999-82000-000 1 $751.00 $751.00
Suspended Ceiling Mount Wht
Blackmagic Design
Micro Converter HDMI to SDI 3G
wPSU
CLIENT SUPPLIED
1 Micro Converter HDMI to SDI with power supply
CableWholesale HDMI 50ft
CLIENT SUPPLIED
1 50 ft HDMI cable.
Nigel B Design NB-AVCB-W
CLIENT SUPPLIED
1 White Finish Anti-Vibration Multi-Camera Bracket
Panasonic AW-UE20WP CLIENT SUPPLIED 2
4K/30P Zoom Certified PTZ Camera (White)
Vaddio 999-82000-000 2 $751.00 $1,502.00
Suspended Ceiling Mount Wht
ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 7 of 28 Nigel B Design NB-AVCB-W
CLIENT SUPPLIED
2 White Finish Anti-Vibration Multi-Camera Bracket
Panasonic TH-75EQ2W CLIENT SUPPLIED 2
Commercial 18/7 75'' 4K UHD, 500 nit, SDM, LED LCD Display Blackmagic Design
Micro Converter SDI to HDMI 3G
wPSU
CLIENT SUPPLIED
2 Micro Converter SDI to HDMI with power supply
CableWholesale HDMI 6ft
CLIENT SUPPLIED
2 6 ft HDMI cable.
Panasonic TH-86EQ2W CLIENT SUPPLIED 2
Commercial 18/7 86'' 4K UHD, 500 nit, SDM, LED LCD Display Blackmagic Design
Micro Converter SDI to HDMI 3G
wPSU
CLIENT SUPPLIED
2 Micro Converter SDI to HDMI with power supply
CableWholesale HDMI 6ft
CLIENT SUPPLIED
2 6 ft HDMI cable.
Osprey TALON 4K-SC CLIENT SUPPLIED 1
4K60 12G-SDI/HDMI Encoder
PTZOptics PTZOptics 30X-SDI-GY-G2
CLIENT SUPPLIED
2 30X Optical Zoom | PTZ Camera | 3G-SDI, HDMI, CVBS, IP Streaming | 1920 x 1080p | 60.7 degree HFOV (Gray) PoE & US Style Power Supply
06/05/2026 Board Room Discussion System V4 Page 8 of 28 Nigel B Design NB-AVCB-W
CLIENT SUPPLIED
4 White Finish Anti-Vibration Multi-Camera Bracket
Lighting $0.00
Mounting Hardware CLIENT SUPPLIED 1
OFE USB Video Interface
Board Room $46,244.17
Items to be added to the board room. Summary is more cameras, more speakers, and more TVs. 55" TVs will be used for the board at the head of the table to see, The 98" TVs will go on the other side wall. 2 PTZ cameras will be added to each side.
Audio $5,040.00
Extron 42-141-03 8 $630.00 $5,040.00
FF 220T - Full-Range Flat Field Speakers with 2' x 2' Low Profile Enclosure and 70/100 V Transformer, Pair
Video $41,204.17
Sony Professional FW98BZ30L 2 $7,980.00 $15,960.00
98” 4K HDR professional display with Cognitive Processor XR
ITEM QTY UNIT PRICE TOTAL ITEM QTY UNIT PRICE TOTAL ITEM QTY UNIT PRICE TOTAL 06/05/2026 Board Room Discussion System V4 Page 9 of 28 CHIEF XTM1U 4 $354.31 $1,417.24
X-Large fusion micro-adjustable tilt wall mount
Decimator Design MD-HX 4 $320.00 $1,280.00
HDMI/SDI cross converter, scaling, frame rate conversion CHIEF FCK016 2 $83.22 $166.44
16" MOUNT CONNECTOR
Panasonic AW-UE50WPJ 4 $3,445.00 $13,780.00
Integrated PTZ Indoor Camera (White)
Nigel B Design NB-AVCB-W 4 $499.95 $1,999.80
White Finish Anti-Vibration Multi-Camera Bracket
Sony Professional FW55BZ35P 3 $1,380.00 $4,140.00
55" Professional Display BRAVIA w/ IP5X, 3-YR, DBNG Std CHIEF RLC1 3 $491.00 $1,473.00
CEILING MOUNT LARGE FIT MOUNT BLACK
CHIEF CMS0507 3 $262.00 $786.00
5' - 7' Adjustable extension column, black
CHIEF CMA372 3 $67.23 $201.69
Offset unistrut adapter, black
06/05/2026 Board Room Discussion System V4 Page 10 of 28 OFE Control Desk $0.00
The items at the control Desk that will be reused.
Middle Atlantic MDV-DSK CLIENT SUPPLIED 1
MDV SYS DESK W/OB
Audio $0.00
Audio Technica ATH-M50x CLIENT SUPPLIED 1
Closed Back Headphones with 45mm Drivers, Detachable Cable Audio Technica AT-HPH300
CLIENT SUPPLIED
1 Headphone Hanger
Biamp Systems EX-UBT CLIENT SUPPLIED 1
EX-UBT is a compact remote expander that uses the AVB networking protocol to extend USB and/or Bluetooth sources back to a rack-mounted Tesira server-class device.
Shure SBC200-US CLIENT SUPPLIED 1
Dual Docking Charger with PS45US Power Supply
Shure SB900B CLIENT SUPPLIED 1
Rechargeable Lithium-Ion Battery
Misc Hardware CLIENT SUPPLIED 1
OFE Audio Embeder
Misc Hardware CLIENT SUPPLIED 1
OFE Docking Station
ITEM QTY UNIT PRICE TOTAL ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 11 of 28 Rolls PM50SE CLIENT SUPPLIED 1
Personal Monitor Amplifier
Misc $0.00
Alive Media 32-34'' Monitor CLIENT SUPPLIED 1
32'' - 34'' monitor for video playback
Blackmagic Design
Micro Converter SDI to HDMI 3G
wPSU
CLIENT SUPPLIED
1 Micro Converter SDI to HDMI with power supply
CableWholesale HDMI 6ft
CLIENT SUPPLIED
1 6 ft HDMI cable.
Extron TLP Pro 1525TG CLIENT SUPPLIED 1
15'' Tabletop TouchLink Pro Touchpanel - Black - Tabletop & VESA Owner Provided OFE Computer
CLIENT SUPPLIED
1 Alive Media USB A to USB B
CLIENT SUPPLIED
2 Datavideo DAC-70
CLIENT SUPPLIED
2 SD/HD/3G-SDI Up down cross converter
CableWholesale 10H1-64110
CLIENT SUPPLIED
2 DisplayPort to HDMI Cable, DisplayPort Male to HDMI Male, 10 foot - Part #: 10H1-64110
ITEM QTY UNIT PRICE TOTAL
OP
AM
C1
06/05/2026 Board Room Discussion System V4 Page 12 of 28 Owner Provided OFE Computer
CLIENT SUPPLIED
2 Laptop
Control Desk $3,353.59
The Items we will be adding to the Control desk, A second MV monitor and mount will be used to account for the extra cameras and views.
Audio $1,378.00
Misc Hardware 1 $600.00 $600.00
10"x10" Ace Plate
Magewell 32050 2 $389.00 $778.00
One-Channel 2K Capture Device, SDI Plus
Video $1,975.59
Alive Media 32-34'' Monitor 1 $751.09 $751.09
32'' - 34'' monitor for video playback.
CHIEF KWD230B 1 $559.00 $559.00
20" VERT ARRAY SWING
Blackmagic Design
Micro Converter SDI to HDMI 3G
wPSU
1 $69.00 $69.00
Micro Converter SDI to HDMI with power supply
OP
ITEM QTY UNIT PRICE TOTAL ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 13 of 28 CableWholesale HDMI 6ft 1 $6.50 $6.50
6 ft HDMI cable.
Decimator Design MD-HX 2 $295.00 $590.00
HDMI/SDI cross converter, scaling, frame rate conversion FSR Raceway Option OPTIONAL
Not Added to Quote
This FSR Raceway system is provided as an option. Pioneers chosen electrician will need to do the hook up of the HV and provide the outlets, and any other need HV parts
Misc $0.00
Additional options -Misc
FSR SW-T72-SLT 14 $304.00 $4,256.00
Smart-Way On-Floor raceway, 72" Track SLT
FSR SW-TEE-SLT 1 $198.00 $198.00
2 Part Tee - Slate
FSR SW-T36-SLT 2 $188.00 $376.00
36" Slate Raceway
FSR SW-DB-1P1D 3 $153.00 $459.00
Device Box 2 Gang 1 Power 1 Data
FSR SW-DB-2P 21 $153.00 $3,213.00
2 Gang, 2 Power Device Box
+ $14,052.00
ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 14 of 28 FSR SW-T24-SLT 6 $141.00 $846.00
24" Raceway Kit Slate Powder Coat
FSR SW-L45-SLT 4 $132.00 $528.00
45 Degree Corner - Slate (RiGHT)
FSR SW-L45-SLT 4 $132.00 $528.00
45 Degree Corner - Slate (LEFT)
FSR SW-T12-SLT 1 $81.00 $81.00
12" Slate Raceway
FSR SW-WF-LP-SLT 1 $55.00 $55.00
Smart-Way On-Floor Raceway, Wall Feed Box Low Profile
FSR SW-END-SLT 2 $36.00 $72.00
Track End Stop In Slate
Board Room Discussion System OPTIONAL
Added to Quote
The primary board room discussion system to be used. This is an audio only system.
Audio $36,718.00
Additional options -Audio
Televic 71.98.0322 1 $2,365.00 $2,365.00
D-CERNO AE Central Unit
+ $36,718.00
ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 15 of 28 Televic 71.98.0360 1 $2,215.00 $2,215.00
D-Cerno Advanced Digital Discussion System
Televic D-Cerno D SL D-MIC 40 -3 11 $1,875.00 $20,625.00 Televic Service Level Agreement (SLA) 3 $1,786.00 $5,358.00 1 year each
Televic D-Cerno C/D SL D-MIC 40 -1/1 2 $1,355.00 $2,710.00 Televic D-Cerno D SL D-MIC 40 -2 2 $1,250.00 $2,500.00
Televic NEXT Network Extender 1 $945.00 $945.00
Televic Online Project Review 1
Board Room Discussion System (VIDEO) OPTIONAL
Not Added to Quote
An optional Audio and Video based discussion system. IF chosen the Audio based control system needs to be turned off.
Audio $0.00
Additional options -Audio
+ $183,304.00
ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 16 of 28 Televic 71.98.2905 1 $9,555.00 $9,555.00
Plixus MME + Dante
Televic Service Level Agreement (SLA) 3 $7,448.00 $22,344.00 1 year each
Televic Confero 360 1 $3,630.00 $3,630.00
Misc Hardware 1 $3,000.00 $3,000.00
Install hardware for additional cables
Televic uniCOS CORE T 39 $2,730.00 $106,470.00
Televic Remote Configuration/Training 1 $2,550.00 $2,550.00 Televic 71.98.3001 1 $2,260.00 $2,260.00
Confero Advanced Audio License
Televic Confero Advanced Video 1 $2,260.00 $2,260.00
Televic 71.98.2911 2 $1,870.00 $3,740.00
Network Extender
Televic 71.98.2920 2 $1,785.00 $3,570.00
Plixus (Multimedia Conference System) Video-IN Box
Televic 71.98.2922 2 $1,785.00 $3,570.00
Plixus (Multimedia Conference System) Video-Out Box
Televic Plixus NEXT PS 2 $430.00 $860.00
Power supply for Plixus NEXT Device where larger Plixus PS is not needed. 06/05/2026 Board Room Discussion System V4 Page 17 of 28 Televic 71.98.0094 39 $265.00 $10,335.00
Mike PLM401F Gooseneck Microphone, 16"
Televic Online Project Review 1
Adding Guest TVs OPTIONAL
Not Added to Quote
Video $0.00
Additional options -Video
Sony Professional FW55BZ35P 3 $1,380.00 $4,140.00
55" Professional Display BRAVIA w/ IP5X, 3-YR, DBNG Std CHIEF RLC1 3 $491.00 $1,473.00
CEILING MOUNT LARGE FIT MOUNT BLACK
CHIEF CMS0507 3 $262.00 $786.00
5' - 7' Adjustable extension column, black
+ $15,300.69
ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 18 of 28 CHIEF CMA372 3 $67.23 $201.69
Offset unistrut adapter, black
Infrastructure and Logistics $78,265.90
Misc $78,265.90
Alive Media Installation 1 $36,120.00 $36,120.00
Alive Media Programming 1 $12,500.00 $12,500.00
Alive Media Delivery 1 $10,320.00 $10,320.00
Alive Media Configuration 1 $4,300.00 $4,300.00
Misc Hardware 1 $4,000.00 $4,000.00
Project Logistics
Shipping 1 $3,100.00 $3,100.00
Shipping & Handling
West Penn Wire 4246FBK1000 4 $1,151.43 $4,605.72
4 Pair Category 6 F/UTP CMR cable, black - 1000 feet
West Penn Wire 6350BK1000 4 $434.42 $1,737.68
RG/6 18 AWG bare copper digital video, black, 1000 feet
ITEM QTY UNIT PRICE TOTAL
06/05/2026 Board Room Discussion System V4 Page 19 of 28 West Penn Wire 4246EZBK1000 4 $316.00 $1,264.00
4 Pair 23AWG Untwisted pair Category 6 CMR Cable, Black - 1000 feet West Penn Wire 454BK1000 2 $159.25 $318.50
1P 22AWG Stranded Line Miniature line level audio cable, black, 1000 feet Summary
Product & Labor
Consumables & Contingency
Subtotal
Tax
Total Price $194,209.23
$176,728.95 $8,836.45 $185,565.40 $8,643.83 06/05/2026 Board Room Discussion System V4 Page 20 of 28 Payment Terms Amount
This document and its pricing are confidential and may only be viewed by the customer and/or their employees.
No part of this document may be reproduced or distributed outside the customer and/or their employees.
Prices are valid for 15 days. Returned items are subject to re-stocking fees. "Equipment Deposit" is Due on project approval
"Equipment Remaining" is Due once Equipment has arrived "Labor 1" Payment is due on scheduling of Install
"Labor 2" Payment is due at start of install
"Labor 3" Payment is due at 50% of labor completed
"Final" is due at project sign off
A delay in the Equipment Deposit payment can delay the whole project as many of our vendors require us to prepay for the equipment.
Equipment Deposit (60%)
Equipment Remaining (9%)
Labor 1 (10%)
Labor 2 (8%)
Labor 3 (8%)
Final (5%)
Tariff Notice
Any tariff fees will be the responsibility of the customer and will be included in final invoicing.
Warranty Info
Alive Media warranties installed Audio/Visual systems against defective workmanship for one (1) year. Alive Media will correct any deficiencies in its workmanship at its own expense for one (1) year. Alive Media shall not bear responsibility
for any part of the system that has been altered, abused, misused, or modified by Client or others. Alive Media shall not
bear responsibility for any object supplied or installed by Client or others, including used equipment, materials, and parts which were included in the Scope of Work.
$116,525.54 $17,478.83 $19,420.92 $15,536.74 $15,536.74 $9,710.46 06/05/2026 Board Room Discussion System V4 Page 21 of 28 All products provided by Alive Media shall offer a minimum of one (1) year warranty against manufacturing defects.
Alive
Media, at the request and expense of the Client, shall assist in troubleshooting, and will serve as Client’s agent in requesting warranty repair when needed. Client shall be responsible for any associated labor and shipping costs.
Professional Licenses
Classification Description Number State/Province
Contractors License C7 1004006 CA
Terms and Conditions
1. CONDITIONS
1.1 Any conditions below that are not met, shall be cause for a change order. Client shall be responsible for costs required to
accommodate and remedy unsatisfied conditions which include, but are not limited to: labor, travel expenses, product, and shipping.
a. Products provided the Client, or by others which are included in the Scope of Work, or are otherwise necessary for Alive Media to
complete the Scope of Work, shall be new or in good working condition (no faults, malfunctions, defects, or damage) and include all
parts, peripherals, and documentation.
1.2 Alive Media shall not be responsible for any existing equipment, materials or parts that do not operate after reinstallation unless
failure is proven to be the result of abuse, misuse or neglect by Alive Media.
1.3 Client shall be responsible for ensuring that this equipment, materials, or parts are present at the worksite, within the immediate
vicinity of the intended installation location, and ready for inspection and installation prior to the time and date set forth in the project
schedule.
1.4 Client, at its own expense, shall provide sufficient parking for Alive Media company and employee vehicles.
1.5 Client shall provide Alive Media with free and clear access to all work areas between the hours of 7:30AM and 6:00PM, Monday
through Friday, unless otherwise agreed upon in writing.
1.6 Client shall be responsible for relocating from the work area any objects not included in this scope of work.
1.7 Client shall be responsible to promptly inspect any product delivered to the site for installation.
1.8 Client shall provide reasonable staging space for equipment, tools, etc. while Alive is working on site. Client shall also provide a
secure storage location within reasonable distance of the work area while Alive is working on site 06/05/2026 Board Room Discussion System V4 Page 22 of 28
1.9 Client shall provide a clean, climate controlled, and secure storage space for product, located within immediate vicinity of the work
area for the duration of the project schedule.
1.10 Client shall be responsible for disposition of all waste, recycling, old equipment, materials, and/or parts over the course of the
project.
1.11 Client shall provide appropriately sized and legally compliant waste disposal capacity or service to accommodate waste
produced over course of the project.
a. Waste disposal bins or staging locations for the service provider shall be easily accessible and located within 100 ft of the work
area.
1.12 Existing wire and cable pathways shall be of sufficient size and free of obstructions and impediments. a. These pathways include, but are not limited to: conduits, raceways, wall cavities, attics, and crawl spaces.
1.13 Client shall provide all tablets, computers, computer peripherals, and computer mounting solutions (if applicable), unless otherwise
agreed to in writing, which shall meet specifications provided by Alive Media.
Where applicable and as needed, the Client or Client’s architect or contractors, shall provide all drawings, plans, and schematics (including, but not limited to: Floor Plans, Reflected Ceiling Plan (RCP), MEP, Elevations, Section Plans, line drawings, etc) deemed necessary by Alive Media. All such documents shall be in AutoCAD (DWG) format and free of charge to Alive Media.
1.14 Client shall review and approve specific product mounting locations prior to installation, at mutually agreed upon time.
1.15 Client shall provide all necessary lifts, in good working condition, wholly dedicated to Alive Media and not shared with other users,
for the duration of the project, unless agreed upon in writing.
1.16 Client shall provide fixed IP addresses (IPV4), subnet masks, default gateway IP addresses, and DNS server addresses for all A/V
components, as well as remote access to all A/V components if remote monitoring and troubleshooting by Alive Media is desired.
2. SCHEDULE
2.1 After signing of agreement, Client and Alive Media shall agree to an initial project schedule and any future schedule changes shall
be in agreed to in writing and supplement this agreement.
2.2 Completion of project and performance of Alive Media shall not be contingent on a specific deadline.
2.3 Delays caused by parties or forces outside the control of Alive Media including, but not limited to, the Client, Client’s agents,
other contractors, manufacturers, shippers, forces of nature, acts of terrorism, civil crisis or unrest, disaster, public mandates, or “acts of
God” shall be cause for a change order.
06/05/2026 Board Room Discussion System V4 Page 23 of 28
2.4 Any work or provision from Client or others (the Client’s agents, contractors, manufacturers, shippers, or any other party involved
with the project) upon which the work of Alive Media is dependent shall be completed prior to Alive Media beginning work.
2.5 Notice of Work Stoppage
2.5.1 The Client shall provide at least twenty-four (24) hours' prior written notice to Alive Media of any anticipated or potential
work stoppage, lockout, or other cessation of work at the project site, whether initiated by the Client, the general contractor, a
subcontractor, or any other party.
2.5.2 This notice is required to allow Alive Media to safely and efficiently demobilize its personnel, secure its equipment and
materials, and reschedule its work to minimize disruptions and costs.
2.5.3 In the event the Client fails to provide the required twenty-four (24) hours' notice and Alive Media's work is halted as a
result of a work stoppage, the Client shall be responsible for all costs and damages incurred by Alive Media. These costs may
include, but are not limited to:
a. Labor costs for personnel who are unable to work.
b. Costs associated with the storage and security of equipment and materials. c. Rescheduling fees and expenses.
d. Any other direct or indirect costs resulting from the unannounced work stoppage.
3. UNION LABOR
Alive Media and its employees are not affiliated or members of a trade or labor union. This agreement assumes union labor is not a requirement for this project. Client shall be responsible for any costs resulting from requirement to hire union labor, or costs from delays caused by union related dispute or obstruction.
4. INSURANCE AND COMPLIANCE
4.1 Alive Media shall carry worker compensation and liability insurance as required by the State of California. Any additional insurance
or bonds required by Client, state or local authorities, above Alive Media’s currently held coverage shall be at Client’s expense.
4.2 Client is responsible to secure and pay for any permits required by state or local authorities for the performance of the installation
work by Alive Media pursuant to this agreement.
4.3 Client is responsible to hire appropriately licensed and qualified engineers and/or firms for structural and electrical engineering
work and shall be responsible for all associated costs.
5. CHANGE ORDERS
06/05/2026 Board Room Discussion System V4 Page 24 of 28
5.1 Any work or product requested by the Client which is outside this Scope of Work/Bill of Materials shall require a change order which
shall require written or electronic approval by the Client and Alive Media before being performed.
5.2 Change orders shall be submitted to Client electronically for approval.
5.3 Change order rates shall be billed as follows:
• Installation Labor: $215.00 per hour.
• Programming: $250.00 per hour.
5.4 When unsatisfied or partially satisfied conditions (as specified in “CONDITIONS” section of contract) or other terms of this
agreement cause immediate or initial costs that cannot be reasonably avoided with sufficient time to seek prior written approval, Client
shall be liable for those costs.
5.5 Client agrees, by the signing of this agreement, to pay for any costs that are initially incurred or not reasonably avoided by Alive Media as a result of attempts to resolve or accommodate unsatisfied or partially satisfied conditions.
5.6 Delayed approval or disapproval by Client of change orders which resolve unsatisfied or partially satisfied conditions may result in
work stoppage. Client shall be responsible for all costs for product, labor, and other expenses incurred as a result of delays. Alive Media
or Client may each reserve the right to maintain work stoppage until conditions are satisfied.
5.7 Change orders shall be billed to the Client on an invoice separate from invoices for the original scope of work. a. Invoice payments for change orders shall be received by Alive Media within 30 days of the invoice date.
5.8 Requests for modifications to project schedule may be cause for change order to accommodate additional travel and labor expenses.
5.9 If Client wishes to cancel the purchase of any product, a change order shall be issued and must be approved. a. Any resulting re-stocking or cancelation fees will be paid by the client.
5.10 Payment shall be required, and no refund or credit shall be provided for products which are non-returnable and non-refundable, as
dictated by manufacturers, except when exception is made by manufacturer, at their discretion. No change order shall be submitted for
these items.
6. COMMENCEMENT
This agreement shall take effect when the following criteria have been met:
• Duly authorized officer, employee, or agent of the Client signs agreement. • If required by client's purchasing department, the corresponding purchase order is submitted to and received by Alive Media.
• Initial payment, as specified in this agreement, is received by Alive Media.
7. COMPLETION
06/05/2026 Board Room Discussion System V4 Page 25 of 28 This agreement and project shall be complete when the following conditions have been met:
7.1 Scope of Work and change orders have been completed by Alive Media and Client has completed and signed an acknowledgement
of completion document.
7.2 All payments due to Alive Media have been received and deposited.
7.3 Client may request, and Alive Media shall accommodate an on-site meeting to review and verify completion of scope of work
(also known as “punch-list” or “sign-off” meeting).
7.4 Client shall accommodate the sign-off meeting during normal business hours and within 5 days of notice from Alive Media of
tentative completion.
8. TERMINATION
8.1 This agreement may be terminated by either party at any time without cause or penalty prior to completion upon fifteen (15) days’
prior written notice to the other party, or immediately for cause for a material breach not cured within fifteen (15) days after written
notice. The party that initiates the termination shall provide written notice of intent to terminate to the other party, with verification of
receipt of notice.
8.2 If the project is terminated for any reason, Client shall be responsible for all costs incurred up to the notice of termination. Upon
termination, Alive Media shall reconcile received payments against outstanding costs and submit either invoice for remaining balance,
payable to Alive Media within 15 days, or credit memo, payable to Client within 15 Days.
9. MUTUAL INDEMNITY
9.1 Each Party shall hold harmless, and indemnify the other Party and its directors, officers, agents and employees against any and all
loss, liability, damage, or expense, including any direct, indirect or consequential loss, liability, damage, or expense, but not including
attorneys’ fees unless awarded by a court of competent jurisdiction, for injury or death to persons, including employees of either Party,
and damage to property, including property of either Party, arising out of or in connection with intentional, willful, wanton, reckless or
negligent conduct regarding (a) the engineering, design, construction, maintenance, repair, operation, supervision, inspection, testing,
protection or ownership of the Party’s facilities, or (b) the making of replacements, additions, or improvements to, or reconstruction of
the Party’s facilities. However, neither Party shall be indemnified hereunder for any loss, liability, damage, or expense resulting from its
sole negligence or willful misconduct. Notwithstanding the indemnity provisions contained herein, except for a Party’s willful
misconduct or sole negligence, each Party shall be responsible for damage to its own facilities resulting from electrical disturbances or
faults.
06/05/2026 Board Room Discussion System V4 Page 26 of 28
10. PAYMENT TERMS
10.1 Payments shall follow the schedule described in the "Payment Sections" terms of the proposal.
10.2 In the event of equipment supplier delays such as backorder, partial, or incomplete delivery of product, payment due dates shall
remain unchanged. Portions of scheduled payments which are for delayed products may be deferred at the discretion of Alive Media.
10.3 Any required deposit payment shall be received by Alive Media prior to work commencement.
10.4 Payments to Alive Media shall be in the form of business check or electronic bank transfer. Client shall be responsible for any costs
required to send or receive electronic payments. Checks shall be delivered, at the expense of the Client, to the Alive Media mailing
address:
2121 Natomas Crossing Drive, Suite 200-345, Sacramento, CA 95834 *Checks may also be given directly to the Alive Media Project Manager or Office Manager.
10.5 Client shall submit purchase orders and signed/approved change orders via email to [email protected].
10.6 If not otherwise stipulated in the proposal, pricing is valid for 30 of days from the date of this document.
10.7 Change orders which reduce or eliminate purchase of products may reduce or eliminate discounts on other remaining products.
10.8 Late or Missed Payments
10.8.1 Late or missed payments may result in work stoppage.
10.8.2 Client agrees that accounts/invoices not paid within the terms will be assessed a service charge at 1.5% per month (18%
per annum) on all past due invoices.
10.8.3 Client shall be responsible for all costs allowable by law to recover any funds resulting from insufficient funds, other
banking or client accounting errors.
11. EXCLUSIONS
• Any physical items or labor not specified in the Scope of Work/Bill of Materials (Section II) shall be the responsibility of the Client or others. This includes, but is not limited to, the following:
• Masonry, excavation, and other ground work, including, but not limited to: digging, trenching, trenchless boring, concrete cutting, coring, or removal.
• Voice/data cabling, such as analog phone lines, ISDN lines, network ports, etc. • Network connectivity, routing, switching, and port configuration necessary to support audio-visual products, other than that which is provided for in scope of work. • Fire wall, ceiling, roof and floor penetration, patching, removal or fire stopping treatment. • Necessary drywall replacement, ceiling tile, or T-bar replacement and/or repair. • New millwork (cabinets, moldings, trim, etc.) or modifications to existing millwork. • Painting, patching, or finishing of architectural surfaces. • Permits (unless specifically provided for elsewhere in the contract). 06/05/2026 Board Room Discussion System V4 Page 27 of 28 • Modification to, or relocation of, HVAC, plumbing, or other utilities and building infrastructure. • Rough-in, bracing, framing, or finish trim carpentry for installation. • Cutting, structural welding, or reinforcement of structural steel members required for support of assemblies, if required.
• Conduit and associated products for low-voltage pathways. • Relocation of any fire alarm sensors, sirens, and/or emergency beacons, needed to facilitate placement of product in this scope of work.
• Structural and electrical engineering.
12. CONFIDENTIALITY
Client and Alive Media agree to keep this agreement confidential. It shall be viewed only by Client and Alive Media employees or officers and involved financial institutions.
Signature
Signature Date
06/05/2026 Board Room Discussion System V4 Page 28 of 28
Staff Report – Item 2
To: The Governing Board
From: Gina Stassi-Vanacore, Director of Communications
Item 2: California Independent System Operator - Summer Readiness and Grid Regionalization update
Date: 6/18/2026
RECOMMENDATION
Receive a presentation from the California Independent System Operator (“CAISO”) on Summer Readiness and updates on Grid Regionalization
BACKGROUND
CAISO is a non-profit agency that manages the wholesale electricity grid in California and a portion of Nevada, serving more than 30 million people. It oversees the operation of the state's bulk electric power system, transmission lines, and the electricity market - ensuring a reliable and cost-effective energy supply.
Summer months are particularly challenging for the CAISO. Summer readiness addresses whether California has enough resources this year. CAISO's summer 2026 assessment indicates California's grid is better prepared than at any point in recent years, demonstrating the value of continued investment in clean energy and reliability-focused procurement. However, while California enters summer 2026 in a strong reliability position, extreme weather and wildfire risks remain.
In September 2025, Governor Gavin Newsom signed Assembly Bill 825, known as the “Pathways Initiative,” creating a legal pathway for California to participate in a broader Western electricity market governed by an independent regional organization. Community Choice Aggregators (CCAs), including Pioneer Community Energy, (“Pioneer”) played a significant and evolving role in shaping and supporting the final legislation.
AB 825 does not change California's readiness for this summer, but its long-term intent is to strengthen long-term reliability through improved regional coordination and by providing access to a broader pool of regional energy resources during extreme weather events.
ANALYSIS & DISCUSSION
Juan Bautrigo, Stakeholder Engagement Manager of CAISO, will be the presenter. CAISO will provide a high-level overview of CAISO’s daily procedures to ensure the lights stay on during the hottest months.
Other topics include:
• Updates on CAISO operations since the June 2025 presentation to the Pioneer Board of Directors • 2026 summer readiness
• Next steps on the implementation of AB 825
STRATEGIC PLAN
The recommendation supports the Community Partnership goal.
FISCAL IMPACT
There is no fiscal impact to the recommendation.
ATTACHMENTS
There are no attachments to this recommendation.
Plf)NEER
COMMUNITY ENERGY
Staff Report – Item 3
To: The Governing Board
From: Donald Eckert Jr., Chief Executive Officer
Item 3: Receive and Update on the Prepay Bond Transaction Date: 6/18/2026
RECOMMENDATION
Receive an update on the Prepay Bond Transaction.
AUDIT & FINANCE COMMITTEE
On February 18, 2026, Audit & Finance Committee received a presentation from Pioneer’s financial advisor, Michael Berwanger. The presentation provided an overview of the transaction.
On May 11, 2026, Audit & Finance Committee, the committee received a progress update on the prepay transaction and an overview of next steps.
BACKGROUND
On 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.
At the March 19, 2026, Governing Board meeting, the Board received an overview of the prepay transaction since many current Board Directors were not on the Pioneer Board when Pioneer executed its first prepay transaction.
At the May 21, 2026, Governing Board meeting, the Board authorized the execution of various agreements.
Subsequently, the prepay bond was approved by the California Community Choice Financing Authority and soon after was in the market.
ANALYSIS & DISCUSSION
While the prepay bond transaction officially closes on June 18th, essential milestones have already been achieved. Due to the financing recipient being Alphabet, Google’s parent company, the bonds were well received in the financial markets. It was the first time a major US Technology Company entered the municipal bond market, and the transaction received national attention.
The high demand for the bonds combined with strong market fundamentals resulted in an outcome well above expectations. Pioneer will have a 14% discount locked in for the next nine years on the power supply assigned to this transaction. The structure of the transaction also supports front-loading a portion of the savings in 2026 and 2027 to partially mitigate budget shortfalls due to lowering of rates in response to the Power Charge Indifference Adjustment (“PCIA”)).
Plf)NEER
COMMUNITY ENERGY
Agenda Item: 3 Agenda Date: 6/18/2026
STRATEGIC PLAN
The recommendation supports the following strategic goals:
1. Be Fiscally Strong and Resilient
2. Achieve Operational Optimization
FISCAL IMPACT
The savings achieved from the prepay bond transaction were structured to front-load a portion of the savings in 2026 and 2027 to mitigate the budget pressures resulting from lowering rates in response to the historically high PCIA.
ATTACHMENTS
1. There are no attachments to this report.
Staff Report – Item 4
To: The Governing Board
From: Brad Koehn, Director of Finance and Administrative Services Item 4: Conduct Public Hearing on the Status of Vacancies and Recruitment and Retention Efforts at Pioneer under AB 2561
Date: 6/18/2026
RECOMMENDATION
Conduct Public Hearing on the Status of Vacancies and Recruitment and Retention Efforts in Compliance with Assembly Bill (“AB”) 2561 (Gov. Code § 3502.3).
BACKGROUND
AB 2561 was introduced to address the issue of job vacancies in local government, which adversely affects the delivery of public services and employee workload. AB 2561 requires public agencies to hold at least one public hearing per fiscal year to discuss vacancies and recruitment and retention efforts. This report discusses Pioneer’s legal obligations under the new law, which took effect on January 1, 2025. This report recommends the adoption of measures intended to ensure compliance with such legal obligations.
In compliance with the new legal obligations, Pioneer is required to do the following:
1. Public Hearing: At least once each fiscal year, at a public hearing before the Governing Board, Pioneer shall present information regarding the status of vacancies and recruitment and retention efforts (Gov.
Code § 3502.3(a)(1)) and identify any necessary changes to policies, procedures, and recruitment activities that may lead to obstacles in the hiring process (Gov. Code § 3502.3(a)(3)).
If the Governing Board adopts an annual or multiyear budget during the fiscal year, this presentation must occur prior to Pioneer’s adoption of the final budget for Pioneer (Gov. Code § 3502.3(a)(2).)
2. Employee Organization Participation: Allow the recognized employee organization for each bargaining unit at Pioneer to make presentations during the public hearing concerning vacancies and recruitment and retention efforts. (Gov. Code § 3502.3(b).)
3. Additional Reporting for High Vacancy Rates: If vacancies within a single bargaining unit meet or exceed 20% of authorized full-time positions in that bargaining unit, upon request of the recognized employee organization for that bargaining unit, Pioneer must provide additional information during the public hearing, including the following: (1) the total number of vacancies; (2) the number of applicants; (3) the average time to fill positions; and (4) opportunities to improve compensation and working conditions for employees in the bargaining unit. (Gov. Code § 3502.3(c).)
ANALYSIS & DISCUSSION
The Procedures for the Public Hearing on Pioneer’s Vacancies and Recruitment and Retention Efforts (“Procedures”), established protocol for Pioneer’s public hearings on vacancies to ensure a fair, orderly, and efficient hearing process.
Plf)NEER
COMMUNITY ENERGY
Agenda Item: [Keywords] Agenda Date: 5/15/2025
The Procedures set forth specific requirements concerning matters such as the provision of notice to recognized employee organizations regarding the public hearing and their right to make a presentation at the hearing, the length and order of Pioneer’s and the employee organizations’ presentations, and the standards of discourse during the public hearing.
Although Pioneer does not have any recognized employee organizations or bargaining units, that could change in the future. The Procedures for an AB 2561 Public Hearing anticipate and details the protocol and engagement with employee organization if and when Pioneer employees are in a recognized organization.
The Status of Pioneer’s Vacancies, Recruitment and Retention Efforts:
Fiscal Year 2025-26 began with 22 filled positions and 4 newly authorized positions for a total of 26 full time authorized positions.
Pioneer posts each position recruitment brochure on Pioneer’s Career Opportunities page and also contracts with a human resources firm to widely advertise the opportunity and find qualified applicants.
As of June 4, 2026, the status of the 26 authorized positions is: 24 positions filled; one position with a start date of June 22nd; and one active recruitment.
The Board has provided employee cost of living adjustments, adjusted salary ranges based on a 2025 Compensation Study to ensure Pioneer’s compensation package is competitive and provided enhanced employer contributions to employees 401a retirement accounts. These actions have been significant factors in attracting qualified candidates and retaining highly performing employees.
There are no recommended modifications to policies, procedures, or recruitment activities in Pioneer’s hiring process.
STRATEGIC PLAN
The recommendation supports the Be a Great Place to Work Priority.
FISCAL IMPACT
The recruitment and retention costs are included in the recommended budget.
ATTACHMENTS
There are no attachments to this report.
4 447173.1 Page 1 of 10
Staff Report – Item 5
To: The Governing Board
From: Brad Koehn, Director of Finance and Administration Item 5: Approve Resolution Adopting the Recommended Fiscal Year 2026-27 Budget Date: 6/18/2026
RECOMMENDATION
Approve Resolution Adopting the Recommended Fiscal Year 2026-27 Budget.
AUDIT & FINANCE COMMITTEE AND BOARD REVIEW
The Audit & Finance Committee members received a staff presentation of the Proposed FY 2026-27 Budget at the May 11, 2026, meeting and provided feedback to staff.
BACKGROUND
The Board received the Proposed Budget presentation on May 21, 2026. The Board asked questions and discussed the proposed budget. The Recommended Budget before you today have a significant reduction in power supply cost from the Budget summary discussed by the Board on May 21. This is solely driven from the benefits to be realized by the pricing of the prepay Bond at the beginning of June. If approved, the FY 2026-27 Budget will be effective July 1, 2026.
Rate Reductions
Pioneer enters the new Fiscal Year with a rate structure that has been lowered consecutively three times: a rate reduction in July 2024; a second-rate reduction in March 2025; and finally, effective March 2026, a rate reduction of 16%. Effective April 2026, a temporary Power Charge Indifference Adjustment (“PCIA”) offset credit for certain rates was authorized by the Board for customers that, during calendar year 2025, exceeded 7 million kWh usage with the goal of retaining large load customers, whose departure would adversely impact all customers because of stranded energy costs.
Preparation for Expansion
Expansion into an additional sixteen communities with service beginning in October 2027 requires a significant ramping up of resources to have a successful launch. Lessons have been learned from the previous expansion to El Dorado County and later, in 2024, the Grass Valley and Nevada City expansion: recognizing that a successful expansion launch necessitates multiple communication ‘touches’ through various channels and that Pioneer in-person meetings have been critical in educating future customers about the transition to Pioneer, the Recommended Budget includes increased staff, consultant, and operating costs for a successful expansion.
Prepay Bond
The Proposed Budget presented at the May Board meeting had a forecast drawdown of Reserves of $28 million.
The Board also heard that there were three possible mitigating factors that could reduce the forecasted contribution from reserves: A) power supply cost decrease from the upcoming prepay Bond; B) if an extreme weather event was avoided the unused extreme weather contingency would reduce the reserve drawdown; and 3) any future rate increase that the Board historically considers during December. The prepay Bond priced at the beginning of June and the discount to the power supply is known and has been reflected in the Budget. The Plf)NEER
COMMUNITY ENERGY
Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 2 of 10
prepay Bond impact is considerable and reduces the anticipated drawdown of Reserves from $28 million to $5 million.
There have been no other modifications to the Recommended Budget beyond the reduction in power supply cost.
ANALYSIS & DISCUSSION
The rate reductions, the impact of the prepay Bond and the upcoming expansion are especially key factors in the development of the FY 26-27 Recommended Budget. Fortunately, over the last few fiscal years, Pioneer’s Reserves have been built up to a position where Pioneer can move forward with a small contribution from Reserves while continuing to offer a lower generation rate than PG&E. At the same time, the exceptionally high PCIA that PG&E charges Pioneer’s customers in 2026 is a competitive challenge. The FY 2026-27 Budget does rely on a $5 million drawdown of Reserves to accommodate the projected revenue reductions of the March 2026 rate reduction and PCIA offset bill credit. The Recommended Budget projects total revenues of $199.1 million (a decrease of $46.5 million from the original FY 25-26 Budget) and total power expenses at $180.3 million (a decrease of $40.8 million {$17.8 primarily from reduced Resource Adequacy and $23 million from the prepay Bond} from the original FY 25-26 Budget).
The table below summarizes the proposed budget at an elevated level:
FY 2025-26 FY 2026-27 Variance
$ in Millions Adopted Budget Proposed Budget $ %
Revenues $245.59 $199.15 ($46.44) -18.9%
Power Supply $221.15 $180.25 ($40.89) -18.5%
Contribution Margin $24.44 $18.89 ($5.55) -22.7%
Operating Expenses $21.90 $22.83 $.93 4.2%
Operating Margin $2.54 ($3.94) ($6.48) -255.12%
Non-Operating Net Expenses $2.4 $1.1 ($1.30) -54.2%
Contribution To Net Position $.14 ($5.04) ($5.18) -3675.7% Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 3 of 10
Revenues
Pioneer receives most of its revenue through
rates ($187.4 million). Revenues reflect the
rate change effective March 2026 and the
PCIA Offset Credit effective April 2026. The
budget assumes no changes to rates. There
is a forecasted $8.7 million contribution from
Congestion Revenue Rights (“CRRs”) and the
Battery Optimization efforts. CRRs are
financial instruments that are issued to
Pioneer from CAISO that are intended to
offset/manage variability in congestion
costs. CRRs are acquired primarily for
offsetting integrated forward market
congestion costs that occur in the day-ahead
market and are charged to Pioneer by
CAISO. The Battery Optimization effort
optimizes battery charge and discharge for
the Yellow Pine Solar/Battery project.
Interest earnings are Pioneer’s third revenue
generator; while only reflective of just under
3% of revenue, the $5.6 million in interest
gains generated from Pioneer’s increased
cash position and higher interest rates are
still notable. Pioneer does not receive any
subsidies from our member agencies.
Energy Sales
(Net)
93%
CRR's &
Battery
Optimization
4%
Interest
Earnings
3%
Revenues: $199.1 million
Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 4 of 10
Expenses
Pioneer’s power supply costs represent the most significant expenses, reflecting 88% of total expenses. Most remaining expenses include compensation, consultant services, and other operating expenses (such as rent, lease, utilities, insurance, CalCCA membership, software, and professional development), which overall comprise a much smaller portion of the budget.
At the May Board meeting there were Board inquiries about how Pioneer’s non-energy costs might compare to other Community Choice Aggregators. In the chart below non-energy expense is expressed as a percentage of total expenses with Pioneer in the ‘middle of the pack’ at 11%.
Power
Supply,
88%
Financing
Costs, 1%
Consultant
Services,
5%
Operating
Expenses, 2%
Compensation,
4%
Expenses: $204.2
million
6% 7% 8% 8%
11% 12% 12% 13% 14%
27%
AVA Pioneer
(Proposed
-
Expansion
Load)
Pioneer
(Current)
MCE Pioneer
(Proposed
- Current
Load)
SCP SVCE 3CE VCE PCE
NON-ENERGY EXPENSE TO TOTAL EXPENSE
Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 5 of 10
A unique perspective is presented below that compares non-energy cost per terawatt hours, with Pioneer’s current load ratio of 9.7 and after expansion a ratio of 6.8.
Notable Operating Expense Adjustments
Power Supply Costs
Power supply costs decreased by about $40.8 million compared to the prior fiscal year original budget. $17.8 million of this decrease can be attributed to the decline in energy market prices, especially Resource Adequacy.
And an additional $23 million reduction is a direct result of the savings achieved through the prepay Bond that is priced in the beginning of June and is scheduled to close June 18. Consistent with prior fiscal years, an extreme weather event contingency of $10 million is also included in the power supply budget.
Projected Expansion Costs
Preparation for the planned expansion to sixteen new communities during the Fall of 2027 has also had an impact on the proposed budget:
1. Office Facility Expansion - Expanded facility capacity has been acquired, with tenant improvements near completion, to serve both Board meeting and office space needs since the 2510 Warren Drive facility is at capacity. The proposed budget programmed office furniture for the new workspace and Board room with furniture, along with needed IT and audio/visual equipment. In addition, lease and utility costs for the new facility are included, which was not needed in the prior fiscal year.
2. New Personnel
a. Power Resources - The expansion will also increase Pioneer’s energy load, with customer accounts anticipated to more than double. This increased demand will require increased staffing capacity to secure and manage new energy/RA/REC contracts to serve the new customers. b. Communications - The significant increase in new customers will also require additional dedicated staff capacity (as well as increased marketing and communication resources) to introduce Pioneer to its existing and future customers and support their needs. c. HR/Administration - With a growing team, dedicated internal human resources and administrative support are also increasingly important. 0 2
4 6
8 10
12 14
16 18
Pioneer
(Proposed
-
Expansion
Load)
AVA MCE Pioneer
(Current)
SVCE 3CE Pioneer
(Proposed
- Current
Load)
VCE SCP PCE
Non-energy Cost per TWh of Load
Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 6 of 10
3. Communication Division – Pioneer will need to be introduced to the new customers in the sixteen communities. This will require a variety of approaches to reach those customers through direct mail, advertisements, social media and in-person introductions in group and community settings.
Personnel
Fiscal Year 2025-26 ended the year with twenty-six full-time positions and one part-time position. The Fiscal Year 2026-27 Budget proposes an addition of the following seven full-time positions resulting in a total of thirty-three full-time positions and five part-time/seasonal positions:
a) Power Resources or Data Manager
b) Community Outreach Specialist (2)
c) Communications Coordinator (2)
d) Director of Human Resources
e) Executive Assistant (January 2027 start)
This staff increase in the Power Procurement, Communications and Customer Care Divisions is requested to prepare Pioneer and its future customers for a successful launch. The Director of Human Resources would provide the needed human resources expertise needed for a growing organization. The Executive Assistant would provide support to the CEO and transition some tasks from the Board Clerk to provide capacity for serving sixteen additional communities and future Board members.
The FY 26-27 salary and benefit cost for the addition of the seven positions is estimated to be $1.65 million.
The following employee organizational chart illustrates the changes in the Recommended Budget:
Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 7 of 10
Go,verning1 Board
Chief Executive
Officer
Executive
Assistant
Directo:rof
Finance&:
Board Cle kJ
Executiv,e
Assistant
Chief Operating
Officer Administration
Directorot
Human Resources
Director of
Communications
Legi latil~e &
Regulatory
Manager·
LegI ative &
hg,ulatory
Analiy1nH
Legi■ lalive &
Regulatory
A!llalystl
legi lative &.
Regulatory
lnhtm
Prog;ram■
Manager·
Power
Re ource■
Manager
l Powu
Rnources
Analp<tU
Manager.
Qua1ntitative
A!ncdy:us&
Mod.e'ling
IPawer Supply
Conl..-acts
Manager
IPower
Resource■,
IData Manager
Information
Tedmologi)'
Analyst
Seni:or
nam:Ia1
Ailla !y t (2)
Financial ,&
Ad ministra,tive
Analiyatl
Communfly
Outreach -
Ma:nager (2)
Communl'ly
Outr-each
Speciallat(2)1
Cuatolln-erCa:r-e,
Manager
C:LntomerCar•
s,-c;lalln
COMll'l.11nlcatllo ra c:w;tomercar•
CooNllnatiu-(2) Cooftllnator1{2)
comm11nlcatlon Cu aw.m-er Ca:r-e,
CooNllnalM(2) Coordinator
Communlcatlona
llfttern(4)
Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 8 of 10
The organizational chart below illustrates the critical contractual service contracts that support the business and allow Pioneer to have the low full time equivalent to terawatt of load ratio compared to other Community Choice Aggregators that is illustrated on the following page.
General Counsel
Power,
Leg~Rle-g.
Programs
C.ICCA
(AdlHlcacy
lerlN)
U98llltlve/
... lllatoly
legal CounMI
SctMdu•ne
coonllnatar
Governing Board
Chme•f/ Execut·ve
Olficer·
Finance&
Adm inis,tration
lnlol'matlon
'THllnCIIC19Y
lervlcie•
lnlol'matlon
'TecllnelC19Y
AIIIIIIDr
control .. ,
Flnanclal
Acllflur
Hu111nan
Resources
HUmal
(ln'lplllyN ----
.. ._)
Financial Auditor
Cu>Sl omer Call'e &
Commu niic•atio ns
Data
Mana.-,nent
Mrvlc>N
cunomer
Cal center
Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 9 of 10
Division Comparisons
The budget comparison between Fiscal Year 2025-26 and Fiscal Year 2026-27 by Division and in aggregate for Compensation, Consultant Services and Operating Expenses has significant swings in both the positive and negative directions. This is especially the case when comparing the 25-26 Mid-Year Adjusted Budgeted to the Proposed Budget. The Notable Operating Expense Adjustments that are discussed above are key drivers of those swings but there are other contributing factors such as increased costs for insurance, and certain CalCCA shared regulatory costs. In addition, Fiscal Year 25-26 had significant transfers between Divisions and between Division budget categories to fund the tenant improvements for the new facility that had not been known when the Budget was first adopted. The additional Division for Human Resources absorbs certain Human Resources costs that had previously lived in Administration and the Finance Divisions.
Financing Highlights
Line of Credit
Pioneer has established with Columbia Bank a Line of Credit for the purpose of issuing Letters of Credit to energy suppliers (including CAISO) when collateral is required, as well as to satisfy the Financial Security Requirement (FSR) required by the CPUC. The Letters of Credit allow Pioneer to avoid using cash as collateral thereby improving Pioneer’s liquidity position and increasing interest earnings. Appropriations of $1.1 million have been programmed for the Line and Letter of Credit costs.
Power Prepay
On October 20, 2022, the Board authorized Pioneer to execute a 30-Year Energy Prepayment Transaction (“Prepay”), which enables tax-exempt entities like Pioneer to bundle certain long-term power agreements into 0 5
10 15
20 25
30 Pioneer
(Proposed -
Expansion
Load)
3CE VCE AVA Pioneer
(Current)
SVCE Pioneer
(Proposed -
Current
Load)
PCE MCE SCP
# of Full-Time Employees per TWh of Load
• oata Pioneer
Pioneer
Pioneer
gathered (Proposed w/ 3CE VCE AVA SVCE (Proposed w/ PCE MCE SCP May 2026 Expansion Load) (Current) Current Load)
FTEs 33 52 9 101 ' 26 67 33 62 118 54 ............................... .......................... . ....................................... . .................. lWh ' 3.8 ' 5.5 0.7 i 7.3
····-i---·
1.8 3.9 1.8 3.4 6.1 2.1 ... · ....... . ..... . ................
Ratio ' 8.7 ' 9.5 13.4 I 13.8 14.3 i 17.2 18.1 18.2 19.4 25.9 ' ' Agenda Item: 5 Agenda Date: 6/18/2026
447173.1 Page 10 of 10
a long-term financial transaction for a discount on the associated power costs. Since additional power agreements under the Prepay will be included in the upcoming year, the estimated savings will increase from almost $1.7 million in Fiscal Year 25-26 to $2.1 million in Fiscal Year 26-27. These savings are reflected in a reduction in Power Supply costs. In addition, Pioneer has completed a second Power Prepay Bond that went to market and will close in June 2026. The size of this Bond is much greater than the first Prepay Bond, the discount is larger, and the transaction was structured to front load savings in FY 26-27 to reduce the contribution from Reserves, generating $23 million in energy cost savings.
Reserves
At the June 2025 meeting, the Board revised the Reserve target from 160 days of liquidity to 270 days of liquidity. Pioneer achieved the new reserve target during the past fiscal year. Staff estimates, using Fiscal Year 26-27 Recommended Budget expenses to calculate the days of liquidity on hand, that Fiscal Year 25-26 will end with close to 321 days. This estimate is much greater than what was estimated with the Proposed Budget because energy costs decreased significantly between the Proposed and Recommended Budget. The current projection for the end of Fiscal Year 26-27 (assuming existing rates and power expenses) is that Pioneer, even with the drawdown of Reserves, would still be 312 days of liquidity by June 2027. The current projection for June 30, 2028, when Pioneer will have experienced a doubling of its energy load from the expansion, is still over 170 days of liquidity.
Pioneer’s healthy Reserve position allows Pioneer to weather the upcoming fiscal year while still maintaining customer generation rates that are at a discount to PG&E. mPOWER
Pioneer’s non-CCA mPOWER program was closed to new applications on August 31, 2021. The mPOWER program is funded by assessments of the property owners that received improvements and are legally distinct from the CCA energy operations funded by ratepayers. Ongoing assessment revenue, bond servicing costs, and administration costs will continue until the last Bond is paid in full. The mPOWER budget is included in the Recommended Budget.
FISCAL IMPACT
The Proposed FY 2026-27 Budget includes total revenues of $199.1 million and total expenses of $204.2 million and an expected drawdown of Reserves of $5 million. Projected June 30, 2027, days of liquidity are estimated to be 312 days.
ATTACHMENTS
1. Resolution Adopting the Recommended Fiscal Year 2026-27 Budget 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 June 18, 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 Chief Executive Officer has submitted the Fiscal Year 2026-27 Budget (“Budget”) to the Board for consideration and comment; and
WHEREAS, the 2024-2027 Strategic Plan informed the Budget development; and WHEREAS, the Budget has been considered by, and comments were received from, the Audit and Finance Committee on May 11, 2026; and
WHEREAS, the Budget has been considered by, and comments were received from, the Board at the May 21, 2026, and June 18, 2026, Board meetings; and WHEREAS, future power purchase costs and energy sales are uncertain, and weather-driven impacts, economic conditions, changes in wholesale energy market prices, and changes in customer usage patterns are difficult to forecast and will impact actual revenues and expenses; and
WHEREAS, the Board considers the Budget a ‘living’ document and will be informed by actual usage, the closing of open energy positions, and a mid-year Budget review; and WHEREAS, the Board is authorizing an increase of seven new full-time employees for a total of 33 authorized full-time positions; and
In the matter of: ADOPTING THE RECOMMENDED
FISCAL YEAR 2026-27 BUDGET
Resolution 2026-__
June 18, 2026
2 WHEREAS, the Board has previously designated the Program Fund to be a Special Fund for internal tracking purposes that dedicates unexpended funds in one fiscal year to ‘roll’ to the next fiscal year for program purposes once the prior fiscal year has been audited.
BE IT RESOLVED, the Governing Board of Pioneer Community Energy, State of California, hereby finds, declares, and resolves as follows:
1. The above recitals are true and correct.
2. The Board hereby adopts the Pioneer Community Energy Recommended Fiscal Year 2026-27 Budget as presented in Attachment A.
3. The Chief Executive Officer is authorized to move budget authority between divisions and accounts, but not to increase or exceed the Board authorized total Budget.
4. The Chief Executive Officer is authorized to have flexibility to hire positions not originally anticipated in the Budget as long as the authorized full-time positions of 33 is not exceeded (but may be temporarily exceeded for managing the critical knowledge transfer from a departing employee to a replacement employee) and salary and benefit actuals do not exceed the budgeted compensation.
5. The Program Fund shall be allocated 1% of the budgeted Energy Sales revenue dedicated to Program purposes, including the expense of compensation, consultant services and operating expenses, which if unspent will ‘roll’ over and be automatically appropriated to the subsequent Fiscal Year after the completion of the annual audit.
6. This Resolution shall take effect immediately upon its adoption.
Exhibit A: Fiscal Year 2026-27 Budget
Pioneer Community Energy FY 2026-27
Operating Budget
Y O U R P O W E R .
Y O U R C H O I C E .
PIC)NEER
COMMUNITY ENERGY
INTRODUCTION
BUDGET
DIVISION BUDGET
OVERVIEWS
4 6
7 9
10 12
14 16
18 20
22 24
26 28
30 32
34 CEO Message
Board of Directors
Board Committees
Member Agencies
Strategic Priorities
Fiscal Year 2026-2027 Budget Summary
Revenues
Expenses
Administration
Human Resources
Finance
Debt Management
Power Procurement
Legislative & Regulatory
Customer Care
Communications
Programs
Table of Contents
3 ABOUT PIONEER Position Listing
Organization Chart
Financial Strength & Resiliency
Key Financial Policies
Projected Reserves
Five Year Forecast
Customer Statistics
mPOWER Program
About Community Choice Aggregation
Customer Benefits
About Pioneer
37 38
40 41
42 44
46 48
50 51
52 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 From the CEO
June 18, 2026
I am pleased to present Pioneer Community Energy’s (“Pioneer”) Fiscal Year 2026-27 Recommended Budget (“Budget”). The Budget supports the Agency’s mission statement “Pioneer Community Energy is a locally owned provider of electricity - powering the communities we serve with competitive rates, reliable service, and a choice in energy options.” The foundation of the budget is the 2025-2027 Strategic Plan.
The Budget features Pioneer’s ninth full year of operations, which includes providing reliable energy, maintaining competitive rates compared to Pacific Gas & Electric’s generation rates and funding initiatives that are important to our customers.
The Budget includes $199.2 million in revenues offset by $204.2 million in expenses and a $5 million contribution from reserves. The Budget was developed based on 170,000 customer accounts, 1.7 billion kilowatt hours of energy sales, and 33 full-time employees.
Major highlights of the budget include:
• Rate stability and competitiveness. The Budget assumes no changes to Pioneer’s rates, which reflects a cumulative 20% reduction in our rates over the past three years. Through 2025, Pioneer has produced more than $145 million of utility bill savings for our customers. • Maintaining reserves to support our A- investment grade credit rating, which allows us to procure energy from a wider source of suppliers at better pricing.
• Preparation for expansion will double Pioneer’s size in both electrical load and number of accounts. While service to our expansion communities does not begin until October 2027, funding to support public outreach, communications, and power procurement needs to begin by summer 2026.
• $2 million in new funding to support programs that improve our customers’ energy experience.
• Expense reduction impact to the budget from the work invested in the recently concluded second power prepay transaction that allows Pioneer to leverage its tax-exempt status to create savings on existing power purchase agreement and pass those savings to our customers PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 5 through competitive rates. Our proposed budget assumed a $28.1 million contribution from reserves; however, the recent prepay bond transaction reduced that amount to $5 million.
• Investment in technology to improve our electric load forecasting, create revenue opportunities by leveraging our storage assets in our power purchase agreements, and improve our evaluations of power procurement options.
• Continued investment in our cybersecurity assets to stay ahead of the “bad guys” and protect our customers’ data.
While Pioneer is currently in stable financial condition, there are risks and uncertainty with potential impacts including:
• Power Charge Indifference Adjustment (“PCIA”) – The PCIA is the primary threat to Pioneer’s rate competitiveness. It is a “fee” added to Pioneer’s rate that benefits neither Pioneer nor its customers. A priority for all Community Choice Aggregators in the coming year is to work with the investor-owned utilities and the California Public Utilities Commission in finding a solution that is fair and equitable. • Regulation/Legislature – Uncertainty in regulatory and legislative decisions could adversely affect the cost customers pay for electricity. • Power Supply – Electricity is a volatile commodity. Managing that risk through supply failure and/or weather driven demand requires constant monitoring.
I am confident that Pioneer is well positioned as we continue to meet the demands of our mission and transition to our vision of being a community partner. Continued success will only be achieved
through collaboration, creativity, and commitment.
Sincerely,
Donald Eckert Jr.
Chief Executive Officer
Pioneer Community Energy
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Board of Directors
Governing Board
Alice Dowdin Calvillo
Chairperson of the
Board/City of Auburn
Greg Janda
Vice-Chairperson of the
Board/City of Rocklin
Sean Lomen
City of Colfax
Richard Pearl
City of Lincoln
Tom Ivy
City of Grass Valley
Lori Parlin
County of El Dorado
David Ring
Town of Loomis
Suzanne Jones
County of Placer
Anthony DeMattei
County of Placer
Ryan Carter
City of Placerville
Gary Petersen
City of Nevada City
Sandy Amara
City of Auburn
Danny Cartwright
Town of Loomis
John Reedy
City of Lincoln
Jan Arbuckle
City of Grass Valley
Brian Veerkamp
County of El Dorado
Kim Douglass
City of Colfax
David Bass
City of Rocklin
Bonnie Gore
County of Placer
David Yarbrough
City of Placerville
Lou Ceci
City of Nevada City
ALTERNATES
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 2026 Governing Board Committees
7 Audit & Finance
Greg Janda
CITY OF ROCKLIN
Sean Lomen
CITY OF COLFAX
Richard Pearl
CITY OF LINCOLN
Gary Petersen
CITY OF NEVADA CITY
David Ring
TOWN OF LOOMIS
Energy Procurement Review
Ryan Carter
CITY OF PLACERVILLE
Anthony DeMattei
COUNTY OF PLACER
Alice Dowdin Calvillo
CITY OF AUBURN
Sean Lomen
CITY OF COLFAX
Governance
Alice Dowdin Calvillo
CITY OF AUBURN
Greg Janda
CITY OF ROCKLIN
Gary Petersen
CITY OF NEVADA CITY
Ryan Carter
CITY OF PLACERVILLE
Expansion Ad Hoc
Alice Dowdin Calvillo
CITY OF AUBURN
Tom Ivy
CITY OF GRASS VALLEY
Suzanne Jones
COUNTY OF PLACER
Lori Parlin
COUNTY OF EL DORADO
Local representation can be seen throughout Pioneer’s Joint Powers Authority and Board of Directors. With their leadership, Pioneer provides the communities it serves a choice in energy options.
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Service Territory
Pioneer is the locally owned, not-for-profit electricity provider proudly serving Auburn, Colfax, Grass
Valley, Lincoln, Loomis, Nevada City,
Placerville, Rocklin, and most of the
unincorporated areas of El Dorado
and Placer Counties.
Governance
In October of 2027, Pioneer is
approved to launch service in 16
new communities across the region.
Although geographically diverse,
these communities are like-minded,
sharing Pioneer’s core values and
goals. Communities joining in 2027
currently include the Counties
of Butte, Colusa, Glenn, Nevada,
Sutter, and Tuolumne, the Cities
of Chico, Colusa, Live Oak, Orland,
Oroville, Sonora, Williams, Willows,
and Yuba City, and the Town of
Paradise.
Expansion
Pioneer in 2027 ■ Pioneer and PG&E Roseville Electric SMUD ■ Liberty Utilities PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Member Agencies
Pioneer Community Energy is a
locally owned, not-for-profit provider of
electricity, powering the communities we
serve with competitive and stable rates,
exceptional local service, and a choice in
energy options.
Pioneer was established in 2017, joining
the other 25 California Community Choice
Aggregators (CCAs) in providing energy to
more than 15 million customers across the
state.
In 2018, Pioneer first began providing
electricity services to Auburn, Colfax, Lincoln,
Loomis, Rocklin, and most of unincorporated
Placer County. In 2022, we started providing
the same stable and reliable electric
generation service to most of unincorporated
El Dorado County and the City of Placerville.
In 2024, Pioneer began serving customers in
the Cities of Grass Valley and Nevada City.
Our Governing Board consists of eleven
locally elected representatives from the El
Dorado County and Placer County Board of
Supervisors and the City Councils of Auburn,
Colfax, Grass Valley, Lincoln, Nevada City,
Placerville, Rocklin, and the Town Council of
Loomis.
As a not-for-profit, our primary objective is
powering our community with competitive
and stable rates. The Board also prioritizes
community partnership, economic
development, and exceptional local service.
Like most CCAs, Pioneer is nimble in our
efforts to source and search for power in
a manner that traditional investor-owned
utilities (IOUs) are not.
9 j
ROCKLIN
(:A l li'Ql-l'N I A
COLFAX C.,1,,~;r,g~HIA
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Pioneer Community Energy
was created to serve the
needs of our region. As a
steward of Placer and El
Dorado Counties, and the
cities of Grass Valley and
Nevada City resources,
Pioneer strives to excel in
each of its strategic priorities.
These strategic priorities are
actionable and demonstrated
throughout our work and
organizational goals and
objectives.
We put these values to work
every day for the customers
and communities we are
privileged to serve.
Community Partner
• Strengthen market share
and brand awareness
through engagement
• Engage Community
Advisory Committee (CAC)
to advance local priorities
• Prioritize local procurement
& support community
reinvestment
• Develop strategic
partnerships with regional
agencies
• Advocate for customers on
legislative & regulatory needs
Exceptional Customer
Experience
• Competitive and
stable rates
• Respond to customers in
a timely, accurate, and
professional manner
• Invest in resources to
improve the customer
experience
• Implement programs that
improve customers’ lives
• Empower stakeholders to
be our ambassadors
Great Place to Work
• Competitive compensation
and benefits
• Annual employee
satisfaction survey
• Culture of high-performing
workforce
Strategic Priorities
,.,
11\1 *** *8*
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 11 FEEDING THE FOOTHILLS
Powering Impact
Pictured: Pioneer Community Energy
Board Chair Alice Dowdin Calvillo,
Calpine Community Energy Director of
CCA Client Services Matthew Messina,
and Pioneer staff present a Calpine
check to Regional Philanthropy Manager
Laurie Rinker and Grant Manager Debra
Miguel from Feeding the Foothills.
11 Operational Optimization
• Emphasis on small-hydro
and biomass projects in our
region
• No information technology
breaches
• Enterprise risk management
• Find revenue-producing
and cost-reducing
opportunities
• Compliance with all
regulatory and legislative
requirements
Fiscally Strong
and Resilient
• Pursue expansion with
like-minded communities
resulting in a stronger JPA
• Adopt budgets that support
credit rating
• Adopt rates that create
ratepayer value and support
Pioneer’s long-term health
• Financial audits with no
significant deficiencies or
material weaknesses
• Prioritize community
reinvestment that is
strategic and responsible
In late 2025, Pioneer
in partnership with
Calpine Community
Energy, awarded
three local nonprofits
$60,000 in grants
from the Calpine
Community Benefits
Grant Program.
Recipients were Silver
Wishes in Lincoln,
KVMR radio station
in Nevada City, and
Feeding the Foothills,
which serves Placer, El
Dorado and Nevada
counties. Pioneer and
Calpine presented a
check for $25,000 to
Feeding the Foothills
during Pioneer’s
regular staff volunteer
day at the food bank.
Representatives from
Feeding the Foothills
said they can provide
six meals with just
one dollar when
explaining what this
$25,000 meant to their
nonprofit organization
and the families
they serve.
•• tiJ
q.,
In partnership with
PIONEER
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Fiscal Year 2026-2027 Budget Summary
$ in Thousands
Revenues
FY 2025-26
Adopted Budget
FY 2025-2026
Midyear Budget
FY 2026-2027
Recommended Budget
Energy Sales (Net) $234,389,000 $215,101,717 $187,273,257 Green100 Sales $217,000 $147,684 $152,229
CRR & Battery Optimization $10,000,000 $8,700,000 $8,700,000 Less Uncollectable Amounts ($3,176,181) ($2,905,867) ($2,530,245) Total Energy Revenues $241,438,819 $221,043,534 $193,595,331 Investment Gains (Losses) $4,150,000 $5,550,000 $5,550,000 Total Revenues $245,588,819 $226,593,534 $199,145,311
Energy Expenses
Power Supply $221,145,000 $206,171,746 $180,250,929
Operating Margin $24,443,819 $20,421,788 $18,894,382
OPERATING EXPENSES
By Division
FY 2025-26
Adopted Budget
FY 2025-26
Midyear Budget
FY 2026-27
Recommended Budget
Administration $2,466,750 $2,783,800 $2,481,591
Human Resources - - $776,400
Finance $2,189,970 $2,048,770 $2,173,614
Power Procurement $5,046,280 $3,858,280 $4,970,193
Legislative & Regulatory $1,310,507 $1,300,507 $1,498,804 Customer Care $3,805,722 $3,720,722 $4,571,153
Communications $2,454,999 $1,774,999 $4,508,769
Programs $4,628,776 $2,152,494 $1,848,953
By Expense Type Aggregation of all Divisions
Compensation $6,605,477 $6,215,477 $8,776,456
Consultant Services $9,651,344 $7,712,824 $8,927,966
Operating Expenses $5,646,183 $3,711,271 $5,125,055
Total Operating Expenses $21,903,004 $17,639,572 $22,829,477 Debt Service
Term Loan Debt Services $950,000 $950,000 $0
Additional Term Loan Principal $700,000 $700,000 $0
Line/Letter of Credit Fees $750,000 $750,000 $1,100,000 Financial Security Requirement $0 $0 $0
Debt Service Total $2,400,000 $2,400,000 $1,100,000
Total Expenses $245,448,004 $226,211,318 $204,180,406
Contribution to/(from) Net Position $140,815 $382,216 ($5,035,095) Variance from FY 26 Adopted Budget
$ %
Variance from FY 26 Midyear Budget
$ %
($47,115,743) -20.1% ($27,828,460) -12.9%
($64,701) -29.8% $4,615 3.1%
($1,300,000) -13.0% $0 0.0%
$636,936 -20.1% $375,622 -12.9%
($47,843,508) -19.8% ($27,448,223) -12.4%
$1,400,000 33.7% $0 0.0%
($46,443,508) -18.9% ($27,448,223) -12.1%
($40,894,071) -18.5% ($25,920,817) -12.6%
($5,549,437) -22.7% ($1,527,406) -7.5%
Variance From FY 26 Adopted Budget
$ %
Variance from FY 26 Midyear Budget
$ %
$14,841 0.6% ($302,209) -10.9%
$776,400- $776,400-
($16,365) -0.7% $124,844 6.1%
($76,087) -1.5% $1,111,913 28.8%
$188,297 14.4% $198,297 15.2%
$765,431 20.1% $850,431 22.9%
$2,053,770 83.7% $2,733,770 154.0%
($2,779,823) -60.1% ($303,541) -14.1%
$2,170,979 32.9% $2,560,979 41.2%
($723,378) -7.5% $1,215,142 15.8%
($521,128) -9.2% $1,413,784 38.1%
$926,473 4.2% $5,198,905 29.4%
($950,000) -100.0% ($950,000) -100.0%
($700,000) -100.0% ($700,000) -100.0%
$350,000 46.7% $350,000 46.7%
$0 0.0% $0 0.0%
($1,300,000) -54.2% ($1,300,000) -54.2%
($41,267,598) -16.8% $22,030,912 9.7%
($5,175,910) -3675.7% ($5,417,311) -1417.3%
13 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Revenues
TOTAL REVENUES: $199.1 MILLION
CRR & Battery Optimization 4%
Interest Earnings 3%
Energy Sales (Net) 93%
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 15 Interest
Interest earnings are projected to be approximately 3% of revenue, or $5.6 million. This revenue category has benefited from Pioneer’s increased cash position and the higher interest rate environment.
Battery Optimization & CRRs
Congestion Revenue Rights (CRR) and the Battery Optimization revenues are projected to be $8.7 million, or 4% of the revenue budget.
Energy Sales
Total Revenues of $199.1 million with more than $187.4 million generated from Energy Sales. The electric rates include a rate reduction of 16% in March 2026.
No other electric rate adjustment increases or decreases have been assumed in FY 26-27.
REVENUES HIGHLIGHTS
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Expenses
TOTAL EXPENSES: $204.2 MILLION
Financing Costs 1%
Consultant Services 5%
Compensation 4%
Operating Expenses 2%
Power Supply 88%
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 17 EXPENSES HIGHLIGHTS
Financing Costs
The $50 million line of credit is
a valuable financial instrument
for Pioneer. The Line of Credit
securitizes Letters of Credit
issued to energy suppliers,
avoiding the need for cash
collateral and enhancing
Pioneer’s liquid position and
increasing interest earnings. The
Line of Credit is also available for
working capital if needed. Fees
associated with maintaining a
line of credit are 1%.
Power Supply Costs
Power Supply expenses represent 88% of total expenses, or more than $180.3 million. Power Supply costs have decreased by $17.8 million compared to the prior fiscal year primarily driven by declining Resource Adequacy costs. An additional $23 million in savings was achieved through Pioneer’s second Prepay Bond.
Consultant Services
Consultant Services represent
fees paid to external advisors
and subject matters for
specialized professional
guidance, business analysis,
project support, compliance
assistance, and other advisory
services. Consultant Services
make up 5%.
Staffing
Expansion of Pioneer’s service
territory is targeted for Fall 2027. In
preparation for a successful launch
into the new territories, a staffing
increase of 7 full-time positions has
been recommended. These positions
include Power Resource/Data
Manager (1), Customer Care Specialist
(2), Communication Coordinator (2),
Director of Human Resources (1), and
Executive Assistant (1). Additional
communications funding has also
been budgeted to accommodate
the need for increased outreach
and presence in the new expansion
communities ahead of expansion
launch. Staffing is 4%.
Other Operating Costs
Other Operating Costs consist of
expenses related to third-party
vendors for operational, administrative,
technical, and support services
necessary for the day-to-day operation.
Other Operating Costs are 2%.
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Administration Division
Key Responsibilities
Key responsibilities of the Administration
Division include efficient day-to-day
operations throughout the organization,
ensuring Board direction, policies, and
2025-27 Strategic Plan are followed,
appointing and supervising all Pioneer
personnel, accurately recording and
preserving Pioneer’s legislative history and
safeguarding vital, and permanent records.
Consultant Services
The Administration division funds janitorial
services, general legal services, and
some additional Board room Audio/Visual
Communications.
Operating Expenses
The Administration division funds office rent,
alarm system, utilities, insurance costs for
liability, workers compensation and property,
and Board member expenses.
Memberships, trainings, conferences,
employee appreciation, organization
culture development, and business-related
travel are also budgeted for Administration
personnel.
Personnel
There are three positions assigned to the
Administration Division:
Supporting effectiveness through coordinated operations, governance, and internal services.
Administration Division
Chief Executive Officer
Executive Assistant Board Clerk/Executive Assistant
Division Organizational Structure
BEERMAN PLAZA
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 19 FY 2025-2026 Accomplishments
Successfully approved Pioneer’s second power prepayment transaction, which will provide annual savings on up to $1.2 billion in power supply costs over the next 30 years.
Reduction in
Customer Rates
In January 2026, the Pioneer Community
Energy Board of Directors approved the
third consecutive reduction of customer
generation rates, lowering rates by 16
percent effective March 1, 2026.
The rate reduction resulted in a 10%
discount over PG&E generation rates in
the best interest of the ratepayers.
Achieved approval from the California
Public Utilities Commission of service
territory expansion into 16 new communities
in Fall 2027.
Confirmed new members include the
Counties of Butte, Nevada, Sutter, Tuolumne,
Colusa, and Glenn; the Cities of Chico, Live
Oak, Oroville, Sonora, Yuba City, Colusa,
Williams, Orland, and Willows; and the Town
of Paradise.
CPUC-Approved 16% 16 New Service Territories
Recommended
Budget FY 2026-27 Budget
Compensation $885,341
Consultant Services $400,700
Operating Expenses $1,195,550
Division Total $2,481,591
Pictured: Pioneer staff host their
second annual Dipsgiving potluck
event in November 2025.
In December 2025, Pioneer became
certified as a Great Place to Work,
based on an independent employee
survey, highlighting its commitment to
a thriving company culture.
DEC 2025-DEC 2026
USA
Pioneer Chief Executive Officer Don Eckert joined the Board of Directors of the Greater Sacramento Economic Council, elevating Pioneer’s regional presence and the interests of Pioneer customers within the broader region and strengthening regional partnerships.
II PIONEER OFFICE
0 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Human Resources Division
Overview
The Human Resources Division will provide
critical leadership in implementing
initiatives, systems, and best practices for
attracting and retaining a high-performing
workforce, advancing a thriving team culture
environment that supports Pioneer’s mission,
values, and strategic goals, maintaining
compliance with all applicable labor laws
and Pioneer policies, and will serve as a
collaborative resource to leadership and
staff.
Key Responsibilities
Key responsibilities of the Human Resources
Division include: ensuring compliance with
applicable labor laws and Pioneer policies;
general HR & benefits administration;
candidate recruitment, hiring, onboarding/
offboarding; professional development and
performance management; maintenance
of personnel records; workplace safety
and workers’ compensation management;
employee trainings.
Consultant Services
The Human Resources division funds
various essential consultant services that
encompass areas such as human resources
support, benefit administration, and
recruitment services.
Strengthening organizational success through workforce development and employee support.
Operating Expenses
The Human Resources division funds
expenses such new hire background check
fees, recruitment job postings, and benefit
administration fees.
Memberships, trainings, conferences, and
business-related travel are also budgeted for
the Human Resources personnel.
Personnel
There is one full-time position assigned to the
Human Resources division:
Director of Human Resources
Human Resources Division
JENKINSON LAKE
FY 2026-27 Budget
Compensation $396,600
Consultant Services $326,000
Operating Expenses $53,800
Division Total $776,400
Recommended
Budget
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 21 HISTORIC AUBURN FIREHOUSE
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Finance Division
Key Responsibilities
Key responsibilities of the Finance
Division include budget development
and administration, accounts receivable/
payable, financial reporting, procurement,
liability insurance, claim management,
office management, information
technology, facility management, contract
administration, counterparty and operational
risk management, payroll oversight, and
front desk reception.
Promoting organizational stability through sound fiscal management and strategic investment.
Consultant Services
The Finance division funds various essential
service contracts that encompass areas such
as accounting, financial reporting and auditing,
financial advisor, payroll services, information
technology support and information
technology security audits.
Operating Expenses
The Finance division provides all personnel
with the necessary technology and software to
carry out the daily functions of the organization,
including telephone and internet services,
print/copy machines, laptops and peripherals,
and Board meeting broadcasting software.
Memberships, CCCFA administrative costs
(prepay bond administration), trainings,
conferences, and business-related travel are
also budgeted for Finance personnel.
Personnel
The Director of Finance & Administration
oversees four full-time positions assigned to
the Finance division:
Director of Finance & Administration
Senior Financial Analyst (2)
Information Technology Analyst
Division Organizational Structure
Finance Division
SMALL & DIVERSE BUSINESS EXPO
Financial & Administrative Analyst I
EMPIRE MINE
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027
THE GEYSERS
Pictured: Pioneer Community Energy
Board Members and staff attend
the Calpine Geysers Facility - the
world’s largest complex of geothermal
power plants and the country’s
largest geothermal power producer.
Attendees saw firsthand Calpine’s work
on sustainable power production and
recycled water-to-electricity projects,
keeping the power of innovation front
of mind.
FY 2025-2026 Accomplishments
Fiscal Year ending with a reserve that exceeds the Board-approved days of liquidity target.
Received a ‘clean’ audit of Pioneer’s FY 24-25 Financial Statements.
Implemented risk analytic tool to provide insight into counterparty financial and credit strength and created monthly internal financial ratio reporting process.
Managed oversight of the tenant improvements, IT infrastructure buildout, and furniture procurement for Pioneer’s second expansion office.
Launched update to Net Energy Metering (NEM) Policy, enhancing benefits to NEM customers.
Power Supply
Savings
Due to the Prepay Bond,
Pioneer realized almost
$1.7 million during FY 25-26
in Power Supply savings.
Successfully onboarded five
new full-time employees and
improved Pioneer’s benefits
package that allows Pioneer
to stay competitive and
supports the strategic goal of
“Attract and Retain”.
Enhanced cybersecurity
posture with 15 new IT
policies and received
a positive review from
Pioneer’s annual IT
Cybersecurity Audit.
New Full-Time
Employees
New IT $1.7M +5 +15 Policies
FY 2026-27 Budget
Compensation $1,288,214
Consultant Services $555,000
Operating Expenses $330,400
Division Total $2,173,614
Recommended
Budget
23 Maintainted an A- credit rating from Standard & Poor’s with a stable long-term outlook. 0 0
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PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Debt Management Division
Key Responsibilities
The key responsibility of the Debt
Management Division is to budget for
existing and potential debt obligations and
Line of Credit/Letter of Credit costs.
Personnel
There are no positions assigned to the
Debt Management Division. The Division is
managed by the Finance Division.
Debt Service
Pioneer received a $10.5 million term loan
from Umpqua Bank (now Columbia Bank)
during May 2021 that was used to fully
pay off the outstanding ‘start up funds’
loaned from Placer County. The term loan
was amortized over 15 years at a 3.85%
interest rate. The monthly payments were
approximately $77 thousand, but Pioneer,
as allowed by the terms of the loan, made
extra principal payments of $2.1 million in
2023, 2024 and 2025 and then a final extra
principal payment in January 2026 that
paid the loan in full. The original term loan
would have been fully paid in May 2036, but
Pioneer was able to extinguish that debt
10 years early. The early term loan pay off
saves interest costs of nearly $2.2 million
over the original life of the loan and relieves
future fiscal years of the annual debt service.
Other Debt and Related Expenses
Pioneer has established with Columbia
Bank a Line of Credit for the purpose of
issuing Letters of Credit to energy suppliers
Ensuring financial security through prudent borrowing, risk management, and long-term planning. (including CAISO) when collateral is required,
as well as to satisfy the Financial Security
Requirement (FSR) required by the CPUC. The
Letters of Credit allow Pioneer to avoid using
cash as collateral thereby improving Pioneer’s
liquidity position and increasing interest
earnings. Appropriations of $1.1 million has been
programmed for the Line and Letter of Credit
costs.
FY 2025-26 Accomplishments
• Successfully paid off term loan early,
reducing future fiscal year costs of $950
thousand per year and avoiding nearly $2.2
million in interest over original term of loan
• Expanded line of credit with Columbia Bank
from $30 million to $50 million
Pictured: Pioneer Board Members welcome Corporate
Lender Anastasia Efstathiu from Columbia Bank at
the February Board of Directors meeting to celebrate
the decade-early payment of a term loan to
Placer County, which will allow Pioneer to function
independently from the County.
FY 2026-27 Budget
Compensation $-
Consultant Services $-
Operating Expenses $1,100,000
Division Total $1,100,000
Recommended
Budget
PIONEER OFFICE
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 25 NORTH FORK AMERICAN RIVER, PLACER COUNTY
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Power Procurement Division
Key Responsibilities
Key responsibilities of the Power Procurement
Division include overall management of
Pioneer’s energy supply portfolio: power
supply planning, energy load and resource
management, energy procurement
(system power, renewable energy, carbon-free energy), issuance of RFPs for energy procurement, valuation of offers, and
follow-up contract negotiations for all power
types and for long-term RPS PPAs and
CPUC reliability requirements, integrated
resource planning, development of biomass
projects, development of structured products
including grid resiliency, bond prepay PPA
support.
Consultant Services
The Power Procurement division funds various
essential service contracts that encompass
areas such as deal capture, position and risk
reporting, expansion impact assessments
and implementation plans, regulatory
filings related to energy procurement,
scheduling coordinator services, congestion
revenue rights optimization, broker fees,
commercial legal support related to contract
negotiations, assist developers in identifying
biomass sites and funding, assist developers
and member agencies in identifying and
obtaining grant funds related to biomass
projects and microgrids.
Securing reliable, cost-effective, and sustainable resources to meet current and future needs.
Operating Expenses
The Power Procurement Division division has
budgeted funds for memberships, training,
conferences, energy market analytical tools/
data services, and business-related travel.
Personnel
The COO oversees five full-time positions
assigned to the Power Procurement division:
Power Procurement Division
Chief Operating Officer (COO)
Manager, Quant. Analysis & Modeling Power Resources Analyst II Power Resources Manager
Division Organizational Structure
Power Resources/Data Manager
ENGLEBRIGHT DAM
Power Supply Contracts Manager
l
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Recommended
Budget
27 FY 2025-2026 Accomplishments
The procurement team evaluated
risk-management tools to minimize
the impact of Power Charge
Indifference Adjustment (PCIA)
volatility on ratepayers. The team has
done rigorous quantitative analysis
of put options on the CAISO energy
component that gives Pioneer the right,
but not the obligation, to sell energy
at a predetermined (strike) price at a
predetermined date in the future.
Microgrid
Grants
Submitted four applications
to PG&E’s Microgrid Incentive
Program (MIP), each receiving
grant funding of $25,000
resulting in no cost to Pioneer
to submit the applications.
MIP award is pending.
Negotiated and procured 5
power purchase agreements
(PPAs) with a total notional
value of approx. $2 billion,
helping meet Mid-Term
Reliability (MTR) and other
requirements for expansion.
Executed six PPAs for local
biomass projects through
the BioMAT program, which
allows Pioneer to engage in
community-sized biomass
plants with minimal impact
to rates.
In Long-Term
PPAs Secured
Biomass Project $100k $2B 6 PPAs
Created a state-of-the-art portfolio tracking website from scratch that ingests data from from cQuant and Pacific Energy Advisors, shows live data, and delivers real-time insights into Pioneer’s portfolio, enabling real-time compliance and position tracking.
Utilized technology to improve load forecasting, resulting in more precise procurement of power that saves customers money.
Data-mined sufficient forward curve data to utilize forward curves in all simulations.
Developed an Extract, Transform and Load (ETL) pipeline to process, clean, and introduce the data into cQuant, allowing for better risk analysis.
FY 2026-27 Budget
Compensation $1,704,556
Consultant Services $2,832,537
Operating Expenses $433,100
Division Total $4,970,193
Procured power at least cost/best fit solutions to keep rates stable and competitive. 0 0
0 0
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 other entities that could impact Pioneer and
summarizing filings prepared by utilities and
hearings; tracking, reviewing, analyzing and
exhibits and participate in administrative
data requests, testimony, and hearing
matters; overseeing the preparation of
analytic input on regulatory and legislative
briefs, providing high level technical and/or
reviewing and drafting comments and
analytical models, testimony, and exhibits;
requests, written responses, position papers,
proceedings through preparation of data
position; representing Pioneer in regulatory
findings and recommendations of Pioneer
issue areas - preparing and presenting
projects on legislative and regulatory policy
issues and programs; performing research
legislative and regulatory updates on policy
amendments and preparing drafts of
legislation and regulations through multiple
and Regulatory Division include tracking
Key responsibilities of the Legislative
Key Responsibilities
Advancing organizational priorities through proactive policy engagement and compliance.
Legislative & Regulatory Division
division:
assigned to the Legislative and Regulatory
The COO oversees three full-time positions
Personnel
conferences, and business-related travel.
budgeted funds for memberships, trainings,
The Legislative and Regulatory division has
Operating Expenses
lobbying efforts.
bottom line, and legislative consulting for key
Case filings that directly impact Pioneer’s
Resource Recovery Account and General Rate
specifically for challenging PG&E’s Energy
proceedings and legislative bills, legal support
key filings and detailed analyses on regulatory
encompass areas such as legal support for
various essential service contracts that
The Legislative and Regulatory division funds
Consultant Services
help ensure success.
Pioneer’s interests and work with lobbyists to
and sponsoring legislative bills that further
or regulatory body as may be needed; preparing
Commission, CA Legislature and any other legal
communications before the CPUC, CA Energy
counsel to develop effective and persuasive
with technical experts and external regulatory
its customers; coordinating and working closely
Division Organizational Structure
Legislative & Regulatory Division
Chief Operating Officer (COO)
Legislative & Regulatory Analyst I
Legislative & Regulatory Analyst II
Legislative & Regulatory Manager
Legislative & Regulatory Intern
BASSI FALLS
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PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 29 FY 2025-2026 Accomplishments
CALFORESTS SACRAMENTO
Pictured: Legislative & Regulatory
staff and Calforests President Matt
Dias attend the California Forestry
Association’s Forestry Strategies &
Innovations Conference. The team
continued to support biomass in FY
25/26, which cleans up the forests and
provides local jobs through education
of legislators with the hosting of a
biomass plant tour at the Sierra Pacific
sawmill in the City of Lincoln.
Worked to identify opportunities for and barriers to developing microgrids to support areas of Pioneer territory that are the most impacted by shut-off events, including funding opportunities through the Microgrid Incentive Program.
Consistent Regulatory
Advocacy
Advocacy on organizational
priorities, including comments
in response to party motions
for procurement, support for
bioenergy, and compliance
with Energy Commission
regulations on dynamic rates.
Continued to support and
collaborate with other
stakeholders on Assembly Bill
706, which will provide a
long-term solution to funding
for biomass projects.
Hosted a successful Lobby
Day at the Capitol in Spring
2026 to continue building
relationships with Legislators
to build support for Pioneer’s
biomass bill (AB 706), and
other bills of interest.
Legislators AB 706 11 Hosted
Collaborated with other CCAs through trade association to protect customers from bad decisions in either the Legislature or from the California Public Utilities Commission.
Continued to monitor and update internal stakeholders as to all key legislative and regulatory changes, both in anticipation of any such changes and after they are finalized.
FY 2026-27 Budget
Compensation $1,044,440
Consultant Services $417,864
Operating Expenses $36,500
Division Total $1,498,804
Recommended
Budget
Cii I
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Customer Care Division
Key Responsibilities
Key responsibilities of the Customer Care
Division include serving as the first point
of contact for Pioneer with customers;
addressing and resolving issues related
to billing, energy usage, energy options,
program understanding, and benefits of
Pioneer; participation in on-site events to
provide customer support; relationship-building and problem-solving with customers and other stakeholders; and
educating customers on a variety of topics
like rates, NEM & SBP policies, solar, batteries,
and Pioneer programs.
Consultant Services
The Customer Care Division funds PG&E’s
service fee costs for billing, data, reporting,
and other related items. This division also
funds the contract for call center operations,
billing, and database management services;
processing and reporting on all customer
service and billing related items. Data
Delivering responsive service that empowers customers with transparency and support. required for expansion process is included in
this budget.
Operating Expenses
The Customer Care Division provides the tools
for staff to work directly with customers and
other stakeholders. Budgeted items include
contact management software; call center
support; fulfillment of complex data requests;
coordination with PG&E; costs associated
with compliance, like the printing and mailing
of required regulatory mailings; customer
education efforts like webinars and on-site events; and fees for various meetings.
Memberships, trainings, conferences, and
business-related travel are also budgeted for
division personnel
Personnel
The Director of Communications oversees five
full-time positions assigned to the Customer
Care division:
Customer Care Division
Director of Communications
Customer Care Specialist
Customer Care Coordinator (2)
Customer Care Manager
Division Organizational Structure
Customer Care Coordinator
SERRANO
------...,_1_-====--------==-------==~ -----
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PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 31 FY 2025-2026 Accomplishments
Pictured: Customer Care staff attend
Auburn Senior Health Fair with
Pioneer-branded merchandise and
energy-efficient freebies.
Customers appreciate receiving
giveaways that help them conserve
energy, including LED bulbs, power
strips, outlet gaskets, air filter whistles,
and more.
AUBURN SENIOR HEALTH FAIR
Answered a monthly average of 494 customer inquiries, with 11-second average wait time.
Consistently received customer satisfaction rating above 90%.
Continued reduction in CPUC complaints, with a 57% drop from 2024 to 2025. Pioneer received only one complaint in 2025.
Educated customers on issues that are important to them with various webinars.
To ensure accessibility of information and 24-hour customer assistance, the chatbot received an average of 97 live interactions monthly, with an average customer satisfaction rating of 4.7 out of 5.
Google Reviews
Stars
Customer service & program
fulfillment cited as primary
reasons for positive feedback
earning Pioneer 4+ stars. This
makes Pioneer the highest
rated and most frequently
reviewed California CCAs.
In spring 2026, more than
26,000 solar customers
received an estimated $1.25
million in NEM and SBP
cash-outs in for form of
checks and bill credits
depending on credit balance.
Continued emphasis on
customer retention and re-enrollments, with updated
call scripts asking additional
questions resulting in a 50
percent reduction in
opt-outs year-over-year.
Solar
Cashouts
Reduction 4+ $1.2M 50% in Opt-Outs
FY 2026-27 Budget
Compensation $929,653
Consultant Services $3,550,000
Operating Expenses $91,500
Division Total $4,571,153
Recommended
Budget
0 0
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PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Communications Division
Communications Division
Key Responsibilities
Key responsibilities of the Communications
Division include planning, implementing and
managing communications activities, including
all external communications and outreach
activities, anticipating and responding to
information needs, materials development; and
event planning.
Activities include message development; paid
and earned media; media relations; social
media development and comment moderation;
printing and distribution (electronic and hard
copy) of marketing materials and required
regulatory notifications; leading expansion-related efforts; website refinements and management; ensuring message consistency
with call center and customer care; and
vendor management. The team identifies
and manages new visibility opportunities
through sponsorship and community outreach,
ensuring a strong, positive, and accurate flow of
information.
Consultant Services
The Communications Division funds marketing
consultant services, management of direct
mail, and several subscription-related
services that increase website efficiency
and optimization. This includes strategic
support; collateral development; website
and social media content development, paid
media management and analysis, including
ads that support programs, expansion, and
general awareness. Paid media placement,
management, and reporting are managed by
an outside consultant.
Operating Expenses
The Communications Division funds activities
including marketing, public relations, public
affairs, stakeholder education, earned and
social media, and outreach. Specific activities
include development, printing and mailing of
required regulatory notifications and marketing
materials; dues and memberships that
support strategic partnerships and visibility
opportunities; graphics development; paid
advertising and campaign management;
sponsorships; expansion planning; securing SIC
lists for targeted marketing; image-building
promotional materials; event participation,
and miscellaneous outreach. Memberships,
trainings, conferences, and business-related
travel are also budgeted for division personnel.
Personnel & Division Structure
The Director of Communications oversees
eight full-time positions assigned to the
Communications division:
Building trust and awareness through clear, transparent, and strategic engagement.
Director of Communications
Community Outreach Specialist (2)
Community Outreach Manager (2)
Communications Intern (4)
Division Organizational Structure & Personnel
Communications Coordinator (4)
COLFAX
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 33 FY 2025-2026 Accomplishments
Pictured: Staff attend the El Dorado
County Business Showcase. The
team prioritizes public education with
robust outreach efforts to promote
community partnership, heighten
visibility, and enhance reputation. This
fiscal year, the team also increased
engagement in statewide and
regional organizations like the League
of California Cities and Rural County
Representatives of California.
Active membership and participation in local Chambers of Commerce that support member agencies, including monthly presentations in Government Relations Committees.
Continued paid media campaign supporting programs, along with an identity-building general awareness campaign.
Successful continued implementation of comprehensive communications plan consistent with 2025-27 Strategic Plan, strengthening community relations and brand awareness.
Extensive earned media coverage and relationship building with area reporters has positioned Pioneer as a credible source of information and a “go-to” source for reporters.
Increased Positive
Online Sentiment
Pioneer supporters now serve
as “ambassadors” who
regularly engage in online
conversation, correct
misinformation, and provide
supportive comments that shift
the tone of online narratives.
Extensive outreach efforts,
including community events,
meetings and sponsorships
in member and expansion
territories to elevate awareness
strengthen local partnerships
and promote expansion.
Significant growth in
following across all
social media platforms,
including with community
leaders, elected officials,
and influencers.
Community
Events
Social Media 100+ 2x Following
EL DORADO COUNTY FAIRGROUNDS
FY 2026-27 Budget
Compensation $461,568
Consultant Services $1,460,000
Operating Expenses $2,707,208
Division Total $22,023
Recommended
Budget
Website refresh to better optimize navigation to improve user experience and keep Pioneer in line with the most recent best practices.
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PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Programs Division
Key Responsibilities
Key responsibilities of the Programs Division
include researching, developing, and
implementing residential and commercial
programs in alignment with Pioneer’s
2025-27 Strategic Plan. Additionally, the
Programs Division evaluates proposals and
opportunities in other areas of interest that
focus on ratepayer savings and providing
support for demand response and load
management programs to advance
regulatory compliance.
Driving community impact by designing and delivering programs that improve customers’ lives.
Consultant Services
The Programs Division funds all efforts related
to program development for residential and
commercial customers, including developing the
scope of work with program partners, contract
review, marketing and outreach, quantifying
specific measurements of success, identifying
needed program modifications and reporting of
any technical information to the executive team
and Board of Directors.
Operating Expenses
The Programs Division identifies the tools
necessary to fulfill the program requirements and
ensures that all staff have the resources needed
for successful program implementation and
evaluation. Specific operating expenses include
services/partnerships for effective implementation
and management; memberships that allow for
idea sharing, program engagement and tracking;
professional development.
Personnel
The COO oversees one full-time position assigned
to the Programs division:
FY 2026-27 Budget
Compensation 407,383
Consultant Services 262,570
Operating Expenses 1,179,000
Division Total $1,848,953
Recommended Budget
BEALS POINT
Division Organizational Structure
Programs Division
Chief Operating Officer (COO)
Programs Manager
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 35 FY 2025-2026 Accomplishments
Pictured: Pioneer’s LED Discount
program provides energy efficient
lighting and produts well below market
prices. Customers can find products
from the discounted LED program
available at 29 retail partners across
Pioneer service territory, including one
national chain. During the past year,
nearly 100,000 units of inventory have
been distributed.
ACE HARDWARE
The Incentive Finder online tool provides customers with individualized results on available rebates, tax credits, discounts, and financing alternatives through local, state, and federal sources, all with the goal of saving customers money.
Continued collaboration with the Community Advisory Committee, comprised of citizens from Pioneer service territory, in the development and evaluation of innovative programs.
Clean Fleet Revenue and Solar REC programs allow member agencies to aggregate and monetize credits for the Low Carbon Fuel Standard and solar arrays.
Active Programs
Available
Various active programs
fulfilling a variety of purposes
including ratepayer savings,
regulatory compliance,
strengthening community
relations, and revenue
generation.
The 2025 AC Tune-Up Rebate
program resulted in nearly
2,100 rebates issued, a 62%
increase from the previous
year. Program expansion
includes Commercial &
Industrial customers in 2026.
GridGen, the solar+storage
program that supports grid
reliability and long-term
affordability, has generated
roughly $130,000 revenue to
date, shared with program
partner Participate.energy.
Rebates
Issued
Shared 11 2000+ $130k Revenue
GridGen solar+storage program was expanded to include CARE, FERA and C&I customers.
Interest in this program remains strong, with dozens of projects completed or with Permission to Operate and quantifiable environmental benefits. As of spring 2026, 180,000 kWh of clean energy have been generated.
PowerShift Rewards seasonal demand side management program enrolled 2,248 participants by the conclusion of the 2025 season, more than doubling the number of program participants from the previous year. Environmental benefits include 4.0 MWh of energy reduction and 1.3 MW of load shed during 2025.
Hourly Flex Pricing Pilot Program enrolled two agriculture customers with a combined total of 19 meters. The first customers’ true-ups will begin in August 2026. --
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0 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Position Listing
Overview
Fiscal Year 2025-26 ended the year with 26 full-time positions and one part-time position.
The Fiscal Year 2026-27 Budget proposes an addition of the following 7 full-time positions, resulting in a total of 33 full-time positions and 5 part-time/seasonal positions:
• Power Resources or Data Manager
• Community Outreach Specialist (2)
• Communications Coordinator (2)
• Director of Human Resources
• Executive Assistant (January 2027 start)
Expansion into an additional 16 communities with service beginning in October 2027 requires a significant increase of resources for a successful launch. Lessons have been learned from previous expansions to El Dorado County in 2022 and later, in 2024, to Grass Valley and Nevada City: a successful expansion launch requires multiple communication ‘touches’ through various channels and Pioneer in-person meetings have been critical in educating future customers about the transition to Pioneer.
New Personnel
Power Resources - The expansion will also increase Pioneer’s energy load, with customer accounts anticipated to more than double. This increased demand will require increased staffing capacity to secure and manage new energy/RA/REC contracts to serve the new customers.
Communications - The significant increase in new customers will also require additional dedicated staff capacity (as well as increased marketing and communication resources) to introduce Pioneer to its existing and future customers and support their needs.
Pioneer will need to be introduced to the new customers in the 16 communities. This will require a variety of approaches to reach customers through direct mail, advertisements, social media and in-person introductions in group and community settings.
HR/Administration - With a growing team, dedicated internal human resources and administrative support are also increasingly important.
This staff increase in the Power Procurement, Communications, and Customer Care Divisions is requested to prepare Pioneer and its future customers for a successful launch. The Director of Human Resources would provide the needed human resources expertise needed for a growing organization. The Executive Assistant would provide support to the CEO and also transition some tasks from the Board Clerk to provide capacity for serving 16 additional communities and future Board members.
The FY 26-27 salary and benefit cost for the addition of the seven positions is estimated to be $1.65 million.
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 37 POSITION TITLE NUMBER OF POSITIONS
Board Clerk/Executive Assistant 1
Chief Executive Officer 1
Chief Operating Officer 1
Communications Coordinator 4
Community Outreach Manager 2
Community Outreach Specialist 2
Customer Care Coordinator 3
Customer Care Manager 1
Customer Care Specialist 1
Director of Communications 1
Director of Finance & Administration 1
Director of Human Resources 1
Executive Assistant 1
Financial & Administrative Analyst I/II 1
Information Technology Analyst 1
Legislative and Regulatory Analyst I/II 2
Legislative and Regulatory Manager 1
Manager, Quantitative Analysis & Modeling 1
Power Supply Contracts Manager 1
Power Resources Analyst I/II 1
Power Resources/Data Manager 1
Power Resources Manager 1
Programs Manager 1
Senior Financial Analyst 2
TOTAL AUTHORIZED FULL-TIME POSITIONS 33
Communications Intern 4
Legislative & Regulatory Intern 1
TOTAL AUTHORIZED PART- TIME POSITIONS 5
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Organizational Chart - Staff
Governing Board
Communications
Intern (4)
Power
Resources/
Data Manager
Programs
Manager
Community
Outreach
Specialist (2)
Financial &
Administrative
Analyst I
Information
Technology
Analyst I
Power
Resources
Analyst II
Community
Outreach
Manager (2)
Customer Care
Manager
Senior
Financial
Analyst (2)
Power
Resources
Manager
Legislative &
Regulatory
Manager
Communications
Coordinator (2)
Customer Care
Coordinator
Power Supply
Contracts
Manager
Manager,
Quantitative
Analysis &
Modeling
Communications
Coordinator (2)
Customer Care
Specialist
Customer Care
Coordinator (2)
Legislative &
Regulatory
Analyst II
Legislative &
Regulatory
Intern
Legislative &
Regulatory
Analyst I
Chief Executive
Officer
Board Clerk/
Executive
Assistant
Executive
Assistant
Chief Operating
Officer
Director of
Communications
Director of
Finance &
Administration
Director of
Human Resources
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Organizational Chart - Consultants
Customer
Call Center
Data
Management
Services
Controller
Information
Technology
Auditor
Financial
Advisor
Information
Technology
Services
Human
Resources
(Recruitment)
Human
Resources
(Employee
Relations)
Power
Procurement
Consulting
Scheduling
Coordinator
CRR Broker
CalCCA
(Advocacy
Series)
Battery
Optimization
Service
Legislative/
Regulatory
Legal Counsel
Various
Program
Contractors
State
Lobbyist
Custodial
Services
Marketing
Services
Customer
Billing
(PG&E)
Chief Executive
Officer
Power,
Leg/Reg,
Programs
Customer Care &
Communications
General Counsel Financial Auditor
Finance &
Administration
Human
Resources
Key Consultant
Services
33 Full-Time
Positions
7 New
Positions LEGEND: 5 Part-Time Positions
Governing Board
39 Fiscal Strength and Resiliency
Building Fiscal Strength and Resiliency
In order to provide its customers with competitive and stable rates and to provide value to the communities in its territory, Pioneer needs to achieve and maintain financial health. The most critical target for Pioneer to achieve is the appropriate levels of cash reserves.
What are Reserves?
An organization’s financial reserves are a discreet subset of its liquid net assets. They are a distinct pool of assets that an organization can access either to mitigate the impact of unbudgeted, undesirable financial events, such as the risks in the energy business that include inflationary pressures, recession risk, power cost volatility, extreme climate events, open energy positions, opt-out risk, and regulatory and legislative changes.
Key Financial Policies
Effective and appropriate financial policies provide a clear path to reaching long-term sustainability. The policies offer critical guidance to the Board in long-term sustainability. The policies offer critical guidance to the Board in rate-setting decisions to achieve the cash reserve target over the next few years.
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Key Financial Policies
Frequency of Financial Projections Policy
A financial projection is a tool used to determine
Pioneer’s current financial standing over a forecast
period. A financial projection incorporating
revenues and expenses should be updated every
year as part of the budget process. The projection
should also include the analysis of key financial
targets of cash reserves, debt coverage ratio and
rate competitiveness. The rate competitiveness
component should also be updated when Pacific
Gas & Electric (PG&E) issues a rate change.
Cash Reserves Policy
The best measurement of the financial health of
the utility is its ability to achieve and maintain the
appropriate cash reserve. Cash reserves are the
most important tool Pioneer has to provide stable
and competitve rates. It is extremely important
the Board sets rates to sufficiently fund operations
and build cash reserves. The policy recommends
a cash reserve target of 270 days of cash on hand.
The cash reserve target was achieved during
FY 2025-2026.
Debt Coverage Policy
Debt Coverage Ratio (DCR) is a measurement
of debt affordability. DCR is not applicable for
the period presented because Pioneer has no
outstanding debt or debt service obligations. Rate-setting must account for Pioneer’s debt service when applicable. The Board of Directors commits to
maintaining proper debt coverage ratios in order to
sufficiently fund debt with cash flow from operations.
Annual Inflationary Increases Policy
The purpose of this policy is to give the Board an
option to consider annual inflationary increases
to allow Pioneer to keep up with changes in
operation costs. The annual inflationary adjustment
would correlate to the consumers price index.
When evaluating an inflationary adjustment, rate
competitiveness to PG&E will also be considered.
Meeting a Rate Threshold Policy
Like a traditional utility, Pioneer has a defined
service territory. However, unlike a traditional utility, Pioneer does not have a captive customer base.
Rate competitiveness is as equally important as
meeting financial targets. Rate setting must strive
for balance between ratepayer savings compared
to PG&E and the financial health of the utility. The
policy stresses the importance of setting rates that
achieve balance. However, if maintaining a rate
differential to PG&E causes Pioneer’s cash balance
to fall below 90 days of cash on hand, it will trigger
a reevaluation of rates until target cash balances
are restored.
Key Financial Policies
41 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Projected Reserves
Reserve Target
Pioneer’s Reserve target is 270 days
of liquidity, which was achieved
during FY 25-26. The end of FY 25-26
projection is that Pioneer will be about
321 days of liquidity. The projected
FY 26–27 year-end reserve balance
reflects a contribution from reserves
to improve Pioneer’s competitiveness
with a projected 312 days of liquidity,
based on budgeted expenses. With
the October 2027 expansion, Pioneer
is expected to more than double its
load and customer base, resulting in
a decrease in days of liquidity to 171
days in FY 28.
The Reserves forecast assumes no
change in rates in FY 26-27, using
current power supply costs, and the
impacts of the expansion territories
that will join Pioneer’s service territory
in Fall 2027.
Pioneer has maintained an
A- credit rating from Standard &
Poor’s (S&P) with the Strategic Plan
goal to achieve an A credit rating. The
cash reserve days of liquidity is a key
consideration when S&P evaluates a
CCA.
CRONAN RANCH
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 321 DAYS 171 DAYS
$ IN THOUSANDS
FY 26 (PROJECTED) FY 27 (PROJECTED) FY 28 (PROJECTED)
*The impact of Pioneer’s Fall 2027 expansion is reflected in FY 2028. $200,000
$160,000
$120,000
$80,000
$40,000
$0
$280,000
$240,000
$320,000
312 DAYS
270 DAYS
(Current Target)
43 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Five Year Forecast
The five-year forecast is reflective of
Pioneer’s existing service territories and
expansion territories scheduled for launch
in October 2027. The impact of expansion
on both revenues and expenses will be
significant, with an anticipated doubling of
Pioneer’s electric load.
The revenue projection assumes annual
5% rate increases in FY 2028 and FY 2029,
pending future rate discussions with the
Board. Customer rate choices are assumed
to be unchanged over the five-year forecast.
Historically, customer usage does increase
over time and therefore Pioneer’s overall
electric load is also forecasted to grow
incrementally over time. Since the value of
CRR’s can vary and the growth of battery
usage statewide may have a softening
effect on the Battery Optimization program
revenue is conservatively forecasted to
decline over the forecast period.
The program expense budget was recently
reduced from 2% of energy revenue to 1% of
energy revenue in FY 25-26. For purposes of
the five-year financial forecast, the budget
assumes the reduced 1% allocation will
remain in place rather than returning to the
historical 2% level.
Increased Compensation costs are primarily
driven from a growing number of full-time
staff that is anticipated through Fiscal
Year 27-28. The staffing increases would
be to both prepare for and then service
the territory expansion that will double
Pioneer’s energy load and customer
accounts. Thereafter, compensation costs
are expected to moderate. Small annual
increases are assumed for Consultant
Services and Operating Expenses.
Actual energy costs, rates and
competitiveness to PG&E will be the
considerations when the Board considers
any future rate adjustments and
assumptions in the five-year forecast will not
direct any Board actions on rates or full-time
equivalent increases.
$ in Thousands
Revenues
Energy Sales (Net)
Green100 Sales
CRR & Battery Optimization
Less Uncollectable Amounts
Total Energy Revenues
Investment Gains (Losses)
Total Revenues
Energy Expenses
Power Supply
Operating Margin
OPERATING EXPENSES
By Division
Administration Total
Human Resources Total
Finance Total
Power Procurement Total
Legislative & Regulatory Total
Customer Care Total
Communications Total
Programs Total
By Expense
Type
Aggregation of all Divisions
Compensation
Consultant Services
Operating Expenses
Total Operating Expenses
Debt Service
Term Loan Debt Services
Additional Term Loan Principal
Line/Letter of Credit Fees
Debt Service Total
Total Expenses
Contribution to/(from) Net Position
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 45 FY 2026-2027
Recommended
FY 2027-2028
Projected
FY 2028-2029
Projected
FY 2029-2030
Projected
FY 2030-2031
Projected
$187,273,257 $350,894,454 $467,492,373 $476,709,602 $486,196,910 $152,299 $137,069 $183,572 $187,193 $190,924
$8,700,000 $8,000,000 $7,000,000 $6,000,000 $6,000,000
($2,530,245) ($4,738,926) ($6,313,625) ($6,438,107) ($6,566,236) $193,595,311 $354,292,598 $468,362,320 $476,458,689 $485,821,599 $5,550,000 $5,398,947 $5,264,665 $6,054,707 $6,743,745
$199,145,311 $359,691,545 $473,626,985 $482,513,395 $492,565,344 $180,250,929 $337,018,587 $418,217,531 $429,483,244 $423,100,894 $18,894,382 $22,672,958 $55,409,454 $53,030,152 $69,464,450 FY 2026-2027
Recommended
FY 2027-2028
Projected
FY 2028-2029
Projected
FY 2029-2030
Projected
FY 2030-2031
Projected
$2,481,591 $2,685,053 $2,781,448 $2,882,607 $2,977,564
$776,400 $815,414 $856,851 $889,575 $927,053
$2,173,614 $2,503,863 $2,649,749 $2,773,501 $2,890,930
$4,970,193 $5,172,956 $5,367,495 $5,553,690 $5,736,818
$1,498,804 $1,575,385 $1,636,997 $1,690,843 $1,743,977
$4,571,153 $5,109,114 $5,170,229 $5,376,450 $5,583,950
$4,508,769 $4,724,302 $4,898,362 $5,080,941 $5,272,577
$1,848,953 $3,462,926 $4,613,623 $4,704,587 $4,798,216
$8,776,456 $10,292,672 $10,763,554 $11,345,394 $11,894,544 $8,927,966 $10,528,784 $11,879,091 $12,178,050 $12,489,016 $5,125,055 $5,227,557 $5,332,108 $5,438,750 $5,547,525
$22,829,447 $26,049,013 $27,974,753 $28,962,193 $29,931,084 $0 $0 $0 $0 $0
$0 $0 $0 $0 $0
$1,100,000 $1,100,000 $1,100,000 $1,100,000 $1,100,000
$1,100,000 $1,100,000 $1,100,000 $1,100,000 $1,100,000
$204,180,406 $364,167,600 $447,292,284 $459,545,437 $454,131,978 ($5,035,095) ($4,476,055) $26,334,701 $22,967,958 $38,433,366 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 Customer Statistics
Projected Monthly Average
173k Customer Accounts
CALCCA CONFERENCE
Residential
87%
Commercial & Industrial
12%
Agriculture & Street Lighting
1%
•• tfJ
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 47 Projected Energy Sales
1.7 Billion kWh
Residential
58%
Commercial &
Industrial
41%
Agriculture & Street Lighting
1%
SACRAMENTO 2026
1 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 mPOWER Program
The mPOWER program accepted its last application in August 2021 and mPOWER activity is now limited to administering the outstanding mPOWER bonds. The Placer County Treasurer-Tax Collector administers this program on behalf of Pioneer Community Energy. Current outstanding mPOWER bonds are $3.9 million. mPOWER
Recommended Budget for FY 2026-2027
mPOWER Revenues
Program Income $504,973
Total mPOWER Revenues $504,973
mPOWER Program Expenses
Program
Administration $20,240
Bond Principal Payment $244,510
Bond Interest Payment $175,499
Programs Total $440,249
Contribution to/(from) Reserves $64,724
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 49 HIRSCHMAN POND
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 About Community Choice Aggregation
What is a CCA?
Community Choice Aggregators
(CCAs) act just like traditional
power companies: they pool
power loads among participants
to create buying power for this
essential resource – energy. In
the case of Pioneer, the combined
energy needs of the businesses
and residents in our service
areas are used to purchase
reliable power at competitive
rates, leveraged to maximize
benefits to the customers and the
community.
There are currently 25 CCA
programs in California serving
more than 15 million customers,
with several more communities
either in the process or
considering joining.
How it Works
Electricity
Pioneer procures electricity
on behalf of its customers.
Delivery
PG&E delivers energy,
maintains lines, and sends
bills.
Customer
For the first time in 100 years,
customers get a choice in
energy provider.
RdwOQC (out [ur9'f Al.d:oril,:
-i11onht"'1rcno,11"1', 'l"a,n< - '111,., lt,·r I~\ ,.
lMKhll!IY , ~y,rbolcthyM~nici,ill W,Ate
O,tn ct S - 1cit,
" llrn11 V•IIPt r .,.,..,,., .. ,,r
l/11irc0<porA•ed!.aruC1,·,co~rrtfC. lldjtt
C CCA
lm ~ emo!llloiltion Pl.i Filed
conscering CCA
Customer Benefits
51 Why Choose Pioneer?
Competitive
Rates
Pioneer Community Energy
is committed to providing
competitive and stable
electricty generation
rates.
We are powered by the
communities we serve - not
corporate shareholders - and
we prioritize local
reinvestment.
With the addition of the
Green100 rate, Pioneer is the
only provider of electricity
in the area that offers 100%
renewable energy to those
who chose it.
Powered by the
Community
Flexible
Options
As the default electricity provider for most of El Dorado and Placer Counties, Grass Valley, and Nevada City, Pioneer Community Energy is proud to offer customers a choice in energy options, and prioritizes ensuring customer and community benefit, including competitive and stable rates, local reinvestment, and exceptional customer service.
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 About Pioneer
Who We Are
Pioneer Community Energy (Pioneer) launched electric generation service in 2018 for unincorporated Placer County and the incorporated areas of Auburn, Colfax, Lincoln, Loomis, and Rocklin. In 2022, electric service expanded to unincorporated El Dorado County and the City of Placerville, and in 2024, Pioneer began serving customers in Grass Valley and Nevada City.
Pioneer is one of 25 Community Choice Aggregators (“CCAs”) providing energy in aggregate to approximately 15 million customers across the state.
With an A- issuer credit rating from S&P Global, an A+ rating from the Better Business Bureau, and the highly coveted Great Place to Work certification, Pioneer is a community-owned, not-for-profit electricity provider that serves more than 176,000 residential and commercial meters.
Its commitment is to power the communities it serves with competitive rates, exceptional local service, and a choice in energy options.
With Pioneer, residents and businesses can choose from the following energy options:
Pioneer Standard
• Automatic enrollment
• Average savings of 10%
compared to PG&E’s generation
rates in 2025
*Based on E1 residential rate
Pioneer Green100
• Optional service
upgrade at any time
• 100% renewable energy
Net Energy Metering & Solar Billing Plan
• More than 51,000 solar customers
• Net surplus generation paid at ½ cent premium over PG&E Net Surplus Compensation Rate • In Spring of 2026, solar customers received more than $1 million in the form of checks and bill credits for net surplus compensation cashouts
• Since 2018, Pioneer has paid out more than $5 million in net surplus compensation *Figures in graphics are based on residential averages in 2026 for an average of 613 kWh monthly usage.
Energy Choice
Pl~, NEER 'GREEN100
STANDARD PIONEER
42% Renewable* 100% Renewable
$276.31
average total
$84.40 $84.40
Electricity Electricity
N/A $6.67
GreenlOO Charges GreenlOO Charges
$159.35 $159.35
PG&E Delivery Charges PG&E Delivery Charges
$(32.56) $(32 . 56)
PCIA + FFS PCIA + FFS
53 How We’ve Grown!
Pioneer’s Governing Board consists of 11 locally elected representatives from the El Dorado County and Placer County Boards of Supervisors and the City Councils of Auburn, Colfax, Grass Valley, Lincoln, Nevada City, Placerville, and Rocklin, and the Town Council of Loomis. Board meetings are held monthly and open to the public. The Board prioritizes
competitive rates, community partnership, economic
development, and exceptional local service.
Governance
In 2018, Pioneer Community
Energy launched service
in Auburn, Colfax, Lincoln,
Loomis, Rocklin, and
unincorporated Placer
County.
In 2022, Pioneer expanded
service into Placerville and
unincorporated El Dorado
County.
In January 2024, service
began in the cities of Grass
Valley and Nevada City.
In just two years, these
two cities have saved a
combined $7 million.
2018 2022 2024
PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 ■ Pioneer and PG&E Roseville Electric ■ $MUD ■ Liberty utilities PIONEER COMMUNITY ENERGY | OPERATING BUDGET FY 2026-2027 YOUR POWER. YOUR CHOICE.
Pioneer Community Energy
2510 Warren Drive, Suite B
Rocklin, CA 95677
(916)758-8969
PIONEERCOMMUNITYENERGY.ORG