Sonoma Clean Power Board of Directors
October 2, 2025

~ Sonoma ~ Clean Po~er
___________________________________________________________ AGENDA

BOARD OF DIRECTORS MEETING
THURSDAY, OCTOBER 2, 2025, 9:00 A.M.

EXCEPT AS PERMITTED BY GOVERNMENT CODE SECTION 54953(F), MEMBERS OF THE BOARD OF DIRECTORS MAY PARTICIPATE IN THE OCTOBER 2, 2025, MEETING AT ANY OF THE LOCATIONS SHOWN BELOW.

SONOMA CLEAN POWER HEADQUARTERS
431 E STREET
SANTA ROSA, CA 95404

MEMBERS OF THE PUBLIC MAY PARTICIPATE IN THE MEETING AT THE ABOVE PHYSICAL LOCATIONS OR VIEW REMOTELY THROUGH:

Webinar link: https://us06web.zoom.us/j/88546704126
Telephone number: 1 (669) 444-9171
Meeting ID: 885 4670 4126
How to Submit Public Comment:

Comments may be provided in person at the physical meeting locations. Comments may be submitted in writing to [email protected]. For detailed public comment instructions, please visit this page. Please note that live remote public comment will not be taken unless required by Government Code section 54953(f). If required, it will be announced by the Chair. Members of the public should attend in person or provide written comment to ensure they can provide public comment.

For written comments, state the agenda item number that you are commenting on and limit to 300 words. Written comments received prior to the meeting and/or the agenda item you wish to comment on will be read into the record up to 300 words. Written comments may be provided during the meeting.

DISABLED ACCOMMODATION: If you have a disability which requires an accommodation or an alternative format, please contact the Clerk of the Board at (707) 757-9417, or by email at [email protected] as soon as possible to ensure arrangements for accommodation.

For further clarification on any of the items listed please contact (855) 202-2139 and staff will be available to assist.

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Staff recommendations are guidelines to the Board. On any item, the Board may take action which varies from that recommended by staff.

CALL TO ORDER
(Any private remote meeting attendance will be noticed or approved at this time)

BOARD OF DIRECTORS CONSENT CALENDAR

1. Approve August 7, 2025, Draft Board of Directors Meeting Minutes (Staff Recommendation: Approve) pg. 5

2. Receive Monthly Financial Report (Staff Recommendation: Receive and File) pg. 15

3. Receive Geothermal Opportunity Zone Update (Staff Recommendation: Receive and File) pg. 27

4. Approve the Proposed Budget Adjustment for Fiscal Year 2025-2026 to Allocate the Board-Approved pg. 31 $500,000 Grant for The Economic Launchpad Hub to the Marketing & Communications Budget Line (Staff Recommendation: Approve)

5. Approve and Delegate Authority to the Chief Executive Officer or Designee to Execute an Agreement pg. 35 for Professional Services with Maher Accountancy for an Amount Not-to-Exceed $982,044, through June 30, 2028 (Staff Recommendation: Approve)

6. Adopt Resolution 2025-05 Attesting to the Accuracy of Sonoma Clean Power Authority’s 2024 Power pg. 37 Source Disclosure Annual Report (Staff Recommendation: Approve)

7. Adopt Resolution 2025-06 Delegating Investment Authority to the Treasurer (Staff Recommendation: pg. 39 Approve)

8. Approve Adding Sonoma Clean Power Authority’s Chief Financial Officer to the Authority’s Energy pg. 43 Risk Management Policy (Staff Recommendation: Approve)

9. Adopt Resolution 2025-07 of the Board of Directors of the Sonoma Clean Power Authority Setting a pg. 51 Time and Place for Regular Meetings (Staff Recommendation: Approve)

10. Receive Internal Operations Report and Provide Direction as Appropriate (Staff Recommendation: pg. 55 Receive and File)

BOARD OF DIRECTORS REGULAR CALENDAR

11. Receive Legislative and Regulatory Updates, Approve Legislative Positions, and Provide Direction as pg. 57 Appropriate (Staff Recommendation: Approve)

12. Receive a Presentation on Energy Sector Regulatory Agencies (Staff Recommendation: Receive and pg. 67 File)

13. Receive Update on Sponsored Research at Princeton University for Transmission Planning Under pg. 75 Uncertainty (Staff Recommendation: Receive and File)

14. Approve and Authorize the Chief Executive Officer or His Designee to Negotiate and Execute pg. 85 Professional Services Agreements with All In Heating and Cooling LLC (Not-To-Exceed $130,000) and Synergy Companies, Inc. (Not-To-Exceed $488,000) For Smart Thermostat Installations and Appliance Assessments, Both Through December 31, 2027 (Staff Recommendation: Approve)

15. Receive an Update on Sonoma Clean Power Authority’s Internship Program Structure and Recent pg. 89 Developments (Staff Recommendation: Receive and File)

BOARD OF DIRECTORS MEMBER ANNOUNCEMENTS
(Directors may report on their activities since the last Board meeting, including any reports required by Gov’t Code Section 53232.3(d).)

PUBLIC COMMENT ON MATTERS NOT LISTED ON THE AGENDA
(Comments are restricted to matters within the Board’s jurisdiction. Please be brief and limit spoken comments to three minutes, or 300 words if written.)

ADJOURN
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COMMONLY USED ACRONYMS AND TERMS
CAC Community Advisory Committee
CAISO California Independent Systems Operator – the grid operator CCA Community Choice Aggregator – a community-owned public power provider CEC California Energy Commission
CleanStart SCP’s default power service
CPUC California Public Utilities Commission
DER Distributed Energy Resource
ERRA Energy Resource Recovery Account – one of PG&E’s rate cases at the CPUC EverGreen SCP’s 100% renewable, 100% local energy service, and the first service in the United States providing renewable power every hour of every day.

Geothermal A locally available, low-carbon baseload renewable resource GHG Greenhouse gas
GRC General Rate Case – one of PG&E’s rate cases at the CPUC GridSavvy GridSavvy Rewards are available to SCP customers for reducing household energy use to help California increase power reliability.

IOU Investor-Owned Utility - for-profit distribution utilities like PG&E IRP Integrated Resource Plan – balancing energy needs with energy resources JPA Joint Powers Authority
MW Megawatt is a unit of power and measures how fast energy is being used or produced at one moment.

MWh Megawatt-hour is a unit of energy and measures how much energy is used or produced over time.

NEM Net Energy Metering. NEM is a billing mechanism that credits solar energy system owners for the electricity they add to the grid.

PCIA Power Charge Indifference Adjustment – a fee charged by PG&E to all electric customers to ensure PG&E can pay for excess power supply contracts that it no longer needs.

RA Resource Adequacy – a required form of capacity that helps ensure there are sufficient power resources available when needed.

RPS Renewables Portfolio Standard refers to certain kinds of renewable energy which qualify to meet state requirements, including wind, solar, geothermal.

SCP Sonoma Clean Power
TOU Time of Use, used to refer to rates that differ by time of day 3 of 95
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~ Sonoma ~ Clean Power
___________________________________________________________

DRAFT MEETING MINUTES

BOARD OF DIRECTORS MEETING
THURSDAY, AUGUST 7, 2025
9:00 A.M.

CALL TO ORDER
(9:01 a.m. - Video Time Stamp: 00:01:05)
Chair Barnacle called the meeting to order.

Board Members present: Chair Barnacle, Vice Chair Elward, Directors Laskey, Lemus, Albin-Smith, Zollman, Farrar-Rivas, and Alternate Director Mulheren.

Directors Hopkins, Fleming and Potter were absent.

Staff present: Geof Syphers, Chief Executive Officer; Michael Koszalka, Chief Operating Officer; Garth Salisbury, Chief Financial Officer and Treasurer; Stephanie Reynolds, Director of Internal Operations; Chris Golik, Senior Finance Manager; Ryan Tracey, Director of Planning & Analytics; Claudia Sisomphou, Public Affairs & Advocacy Manager; Miles Horton, Legislative Policy & Community Engagement Manager; Neal Reardon, Director of Regulatory Affairs; Rebecca Simonson, Director of Capital Projects and Engineering, and Josh Nelson, Special Counsel.

BOARD OF DIRECTORS CONSENT CALENDAR
(9:01 a.m. - Video Time Stamp: 00:01:47)

1. Approve July 10, 2025, Draft Board of Directors Meeting Minutes

2. Receive Monthly Financial Report

3. Receive Geothermal Opportunity Zone Update

4. Receive Internal Operations Report

5. Receive Legislative and Regulatory Updates
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in item 4. Director Ferrar-Rivas thanked Garth Salisbury, Chief Financial Officer, for the additional information provided in the financial report.

Motion to approve July 10, 2025, Board of Directors Consent Calendar by Director Zollman
Second: Director Farrar-Rivas
Motion passed by roll call vote
AYES: Laskey, Lemus, Albin-Smith, Barnacle, Elward, Zollman, Farrar-Rivas, Mulheren
ABSENT: Fleming, Potter, Hopkins

BOARD OF DIRECTORS REGULAR CALENDAR

6. Appoint an Ad Hoc Committee for the Community Advisory Committee Recruitment Process
(9:05 a.m. - Video Time Stamp: 00:04:40)
Chair Barnacle explained that he has asked Director Albin-Smith to serve on this committee to ensure someone from Mendocino is on it. Directors Lemus, Zollman, and Farrar-Rivas volunteered to make up the rest of the Ad Hoc Committee.

Public Comment: None
Motion to approve the appointment of an Ad Hoc Committee for the Community Advisory Committee Recruitment Process by Director Zollman Second: Vice Chair Elward
Motion passed by roll call vote
AYES: Laskey, Lemus, Albin-Smith, Barnacle, Elward, Zollman, Farrar-Rivas, Mulheren
ABSENT: Fleming, Potter, Hopkins

7. Receive Update on Tribal Engagement Efforts
(9:07 a.m. - Video Time Stamp: 00:07:05)
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Claudia Sisomphou, Public Affairs and Advocacy Manager provided an update on tribal engagement efforts.

Director Zollman asked if SCP has reached out to Progressive Tribal Alliance about finding other tribes in the area. Ms. Sisomphou confirmed that SCP has engaged with them and has started communications. Director Lemus shared that she believes this could be a model for other organizations who serve tribal communities. Director Farrar-Rivas suggested that SCP could connect with a tribe that Sonoma Ecology Center is currently working with. Vice Chair, Elward, recognized the efforts that staff have been making with tribes. Director Albin-Smith requested a list of the participating tribes.

Public Comment: None
9:08 a.m. Director Hopkins entered the meeting.

8. Approve Salary Increase and Annual Contract Goals for Chief Executive Officer Geof Syphers
(9:23 a.m. - Video Time Stamp: 00:22:40)
Chair Barnacle stated that the Board had met in closed session after the last Board of Directors meeting where they approved a discretionary 3% increase based on performance. CEO Syphers gave a presentation on the performance of last year’s goals that were achieved. Highlighting the work Claudia Sisomphou, Public Affairs and Advocacy Manager, has been doing not just with tribal outreach, but with community relations and engagements as well as creating formal staff training on how to engage with new community groups.

CEO Syphers also thanked Garth Salisbury, Chief Financial Officer and Treasurer, for achieving ratepayer savings by structuring a prepayment of five of our power supply agreements.

Chair Barnacle pointed out that SCP has been recognized as one of the best places to work for the seventh year. CEO Syphers detailed next year’s goals.

Public Comment: None
Motion to Approve Salary Increase and Annual Contract Goals for Chief Executive Officer Geof Syphers by Director Hopkins
Second: Vice Chair Elward
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Motion passed by roll call vote
AYES: Laskey, Lemus, Albin-Smith, Barnacle, Elward, Zollman, Farrar-Rivas, Mulheren, Hopkins
ABSENT: Fleming, Potter

9. Adopt a Resolution 2025-03 to Award the Construction Contract for the 421 E Street Tenant Improvement Project to the Low Bidder, Carr’s Construction Service, Inc. in the Amount of $1,526,000 and Authorize the Chief Executive Officer to Execute a Construction Contract and Approve Change Orders Up to Twenty Percent of the Contract Price
(9:40 a.m. - Video Time Stamp: 00:39:40)
Rebecca Simonson, Director of Capital Projects and Engineering, discussed upcoming changes to be made to the 421 D Street building as well as Carr’s Construction Service ultimately providing the lowest bid for the project.

Director Farrar-Rivas questioned whether lowest bid is necessarily the best option as well as whether current economic conditions and construction material pricing volatility were adequately factored into the bid. Ms. Simonson explained that according to public contract code, SCP is required to go with the lowest responsive and responsible bidder. Regarding construction costs, Carr’s Construction Service’s bid is secured for 90 days, so if their costs are increased, they would need to absorb that themselves. Director Laskey asked if there are liquidated damages associated with this contract. Ms. Simonson confirmed that there are in the form of delay damages.

Public Comment: None
Motion to Adopt a Resolution 2025-03 to Award the Construction Contract for the 421 E Street Tenant Improvement Project to the Low Bidder, Carr’s Construction Service, Inc. in the Amount of $1,526,000 and Authorize the Chief Executive Officer to Execute a Construction Contract and Approve Change Orders Up to Twenty Percent of the Contract Price by Director Farrar-Rivas Second: Director Hopkins
Motion passed by roll call vote
AYES: Laskey, Lemus, Albin-Smith, Barnacle, Elward, Zollman, Farrar-Rivas, Mulheren, Hopkins
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ABSENT: Fleming, Potter

10.Approve Proposed Generation Rates Effective September 1, 2025 (9:48 a.m. - Video Time Stamp: 00:47:30)
CEO Syphers introduced the item and provided background on the topic.

CEO Syphers explained that staff’s recommendation is to not only to make the rate adjustments, but also to adjust all the rate classes so that each class of customer has the same percentage of savings.

Director Farrar-Rivas asked what kind of communication goes out to the rate payers regarding rate prices. CEO Syphers explained that SCP has been very careful not to make rate savings SCP’s primary brand or identity, and continued that the Call Center staff has already been prepped for answering questions regarding the rate change. SCP would also update any other communication such as on the website and social media immediately starting September 1st.

Director Albin-Smith asked if SCP has a goal of how many customers on solar would it take to make energy more affordable for all other customers. CEO Syphers explained that adding solar to homes actually increases energy costs for all other customers, however, if solar customers are using the energy they’re producing when it’s made, it’s a net benefit to everyone.

Public Comment: None
Motion to Approve Proposed Generation Rates Effective September 1, 2025, by Vice Chair Elward
Second: Director Zollman
Motion passed by roll call vote
AYES: Laskey, Lemus, Albin-Smith, Barnacle, Elward, Zollman, Farrar-Rivas, Mulheren, Hopkins
ABSENT: Fleming, Potter
Item 12 taken out of order at the direction of Chair Barnacle

12.Adopt a Resolution 2025-04 Offering Participation in Sonoma Clean Power to Unincorporated Lake County, the City of Clearlake, and the City of Lakeport Subject to Specific Criteria
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(10:02 a.m. - Video Time Stamp: 01:02:30)
CEO Syphers introduced the item by providing some history regarding the offering of participation to Lake County. He stated that he has been attending town hall meetings in Lake County and described community concerns including the length of the commitment and SCP’s inability to guarantee lower rates. CEO Syphers stated that Lake County community members do appreciate the advocacy role that SCP can play and SCP’s community involvement. CEO Syphers explained that to avoid duplication of effort and higher costs, the proposal is to proceed with countywide participation as a package deal, requiring all three jurisdictions to opt in together. He outlined four criteria: (1) all jurisdictions must agree to participate; (2) jurisdictions must agree to abide by the Joint Powers Agreement; (3) jurisdictions must agree to join the GeoZone, with clarity that SCP must respect Lake County’s existing geothermal setback zone; and (4) SCP will waive the standard delay in program and rebate access, allowing Lake County customers to benefit immediately upon service start, as a goodwill gesture. He explained that the start date would likely be May 1st, 2027.

Director Farrar-Rivas asked what it means to join the GeoZone. CEO Syphers explained that the formation of a geothermal opportunity zone is a demonstration of commitment and intention to support the development of advanced geothermal power sources in participating counties. Chair Barnacle expressed support to offer service and the proposed timeline. Director Farrar-Rivas asked how geothermal power’s significant need for water affects Lake County. CEO Syphers explained that the new types of closed-loop geothermal technologies SCP is pursuing use a lot less water than traditional systems.

Public Comment: None
Motion to Approve Proposed Generation Rates Effective September 1, 2025, by Director Hopkins
Second: Vice Chair Elward
Motion passed by roll call vote
AYES: Laskey, Lemus, Albin-Smith, Barnacle, Elward, Zollman, Farrar-Rivas, Mulheren, Hopkins
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ABSENT: Fleming, Potter

11.Receive Presentation on Funding Partnership and Loan Opportunity for Local Small Business Support Hub; Approve $500,000 Funding Partnership and Delegate Authority to the Chief Executive Officer to Negotiate and Finalize Details on a Secured Loan to Nexo Media Foundation 501(c)3 Not to Exceed $4 Million
(10:28 a.m. - Video Time Stamp: 01:28:24)
CEO Syphers began by providing some brief history regarding the item and introduced Hector Velazquez from Nexo Media Foundation and with the Hispanic Chamber of Commerce, who has played a big role in the development of the Hub. Hector gave a slideshow presentation on how the Hub would provide opportunities for small local businesses. CEO Syphers explained that SCP does a lot of giving back to the community and would like to see if by partnering on this endeavor if SCP can get more efficient in its community giving.

Director Lemus expressed appreciation for Mr. Velazquez taking the feedback that the Ad Hoc committee provided him with and supported the plan.

Director Albin-Smith suggested that Mr. Velazquez work with the Economic Development and Finance Corporation (EDFC) and explained that it is a government sponsored agency where businesses can apply for startup funds.

Vice Chair Elward asked Mr. Velazquez if they are planning on having some of the leaders from other organizations join the leadership team on this Hub project. Mr. Velazquez assured that everyone’s input will be valuable, and they want to make sure it’s an equitable place. Director Hopkins shared her excitement for this project, stating that it would be a place where all the resources can be found as well as somewhere for the community to get together. Chair Barnacle asked if there is a location in mind for the Hub. Mr.

Velazquez shared that the locations they are considering would be located close to public transportation accessibility. Director Lemus shared that she would like to see resources to educate small business owners on more sustainable practices. Vice Chair Elward requested reports be provided to show how the Hub is working with different businesses. CEO Syphers explained that continued communication and reporting will be a requirement. 11 of 95

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Public Comment: Hugo Mata, a founder of the economic launchpad, talked about the Hub being a one-stop shop for underrepresented entrepreneurs.

Leo Callejas, Chair of the Northern Region for the California Hispanic Chambers of Commerce, wrote in to express support. Laurie Fong also wrote in to express support for the Hub and how it would benefit AAPIC members.

Nancy Rogers, CEO of the North Bay Black Chambers of Commerce and Entrepreneur of Tomorrow, talked about the need for the Hub to represent different communities and expressed support.

Motion to Approve $500,000 Funding Partnership and Delegate Authority to the Chief Executive Officer to Negotiate and Finalize Details on a Secured Loan to Nexo Media Foundation 501(c)3 Not to Exceed $4 Million by: Director Farrar-Rivas.

Second: Vice Chair Elward
Motion passed by roll call vote
AYES: Laskey, Lemus, Albin-Smith, Barnacle, Elward, Zollman, Farrar-Rivas, Mulheren, Hopkins
ABSENT: Fleming, Potter

BOARD OF DIRECTORS MEMBER ANNOUNCEMENTS
(11:13 a.m. - Video Time Stamp: 02:12:55)
Chair Barnacle mentioned that the September Board of Directors meeting has been cancelled and shared that Petaluma updated their mobile home park ordinance and encouraged others to reach out and look at it. Director Lemus shared that the Cotati Accordion Festival will take place August 16 and 17 and provided information regarding the Fog Belt Classic golf tournament. Director Hopkins announced the Gravenstein Apple Fair will be held this upcoming weekend from 10am to 6pm. Director Farrar-Rivas announced that they were able to preserve 18 units of affordable housing and were able to grant Burbank Housing with $250,000. Director Albin-Smith announced that on October 4, 2025, there will be an Oktoberfest at the CV Star Swim Center area.

Vice Chair Elward announced the Farmer’s Market on Friday will be celebrating Hispanic Heritage and the Rohnert Park Car Show will be in September. Chair 12 of 95

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Barnacle shared Circus Vargas will be in Petaluma from August 14th through the 25th as well as the Big Bounce is currently open at the Petaluma Fairgrounds.

PUBLIC COMMENT ON MATTERS NOT LISTED ON THE AGENDA
(11:18 a.m. - Video Time Stamp: 02:17:55)
Public Comment: Deb Emerson shared that Sonoma Clean Power’s art exhibit is up and running. Kate Kelly shared that the Redwood Empire Foodbank collected over 16,000 pounds of canned food donations this year at the county fair which is a 16% increase over what was collected the previous year. Sonoma Clean Power will be doing a matching program for them financially.

CLOSED SESSION ITEMS
(11:22 a.m. - Video Time Stamp: 02:20:46)

13.Conference With Legal Counsel—Existing Litigation (Paragraph (1) of Subdivision (d) of Section 54956.9) Name of case: CPUC OIR to Update and Reform Energy Resource Recovery Account and Power Charge Indifference Adjustment Policies and Processes, R. 25-02-005
Josh Nelson, Special Counsel, stated that there would be no anticipated reportable action for this item.

ADJOURN
(11:22 a.m. - Video Time Stamp: 02:21:24)
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~ Sonoma ~ Clean Power
Staff Report – Item 02
To: Sonoma Clean Power Authority Board of Directors
From: Garth Salisbury, Chief Financial Officer & Treasurer Chris Golik, Senior Finance Manager
Issue: Receive Monthly Financial Report
Date: October 2, 2025
Monthly Financial Report
The Financial Report is to inform the Board of Directors (Board) of monthly financial results and investment activity. Additionally, the Monthly Financial Report includes an Investment Report which is a summary of investments and investment activity in SCP’s portfolio. The Investment Report and associated attachments are to inform the Board pursuant to the requirements of SCP’s Financial Policy B.5 Investments and Government Code Section 53607. This is an informational item only.

This report includes commentary for the June unaudited financial statements and budgetary comparison, which correspond to the end of Fiscal Year 2024-2025. Links to the May unaudited financial statements and budgetary comparison, which have yet to be reviewed by the Board, can be found in the Attachments section. The delay in reporting for these months was due to SCP’s recent transition from Calpine to SMUD as our data provider as well as the cancellation of the September Board meeting.

Monthly Compiled Financial Statements (June 30, 2025)
Relative to the amended budget, the year-to-date change in net position is more than projections by approximately $26,589,000. Year-to-date revenue from electricity sales is below projections by less than 1% and cost of energy is under projections by approximately 10%. Year-to-date electricity sales reached $259,803,000.

SCP maintains a balanced portfolio by procuring electricity from multiple sources. Net position reached a positive $311,495,000. Approximately $231,889,000 is set aside for operating reserves as of June 30, 2024.
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Other operating expenses continued near or slightly below planned levels for the year.

Budgetary Comparison Schedule (June 30, 2025)
The accompanying budgetary comparison includes the amended 2024/25 budget approved by the Board of Directors. The budget is formatted to make comparisons for both the annual and the year-to-date perspective. The first column, 2024/25 YTD Amended Budget, allocates the Board approved annual budget at expected levels throughout the year with consideration for the timing of additional customers, usage volumes, staffing needs etc. This column represents our best estimates, and this granular approach was not part of the Board approved budget.

Revenue from electricity sales to customers was under the amended budget by less than 1% at the end of the reporting period.

The cost of electricity was less than the budget-to-date by approximately 10%. Variation in this account is typically due to fluctuating market cost of energy on open-position purchases.

Major operating categories of Data Management fees and PG&E Service fees are based on the customer account totals.

In addition to the items mentioned above, SCP continues its trend of remaining near or under budget for most of its operating expenses.

Monthly Investment Report
This report is to verify and report in writing to the Board regarding the responsibilities designated to the SCP Treasurer pursuant to SCP Financial Policy B.5 Investments. The Investment Policy was amended in 2024 expanding the definition of Permitted Investments, adding several investment diversification requirements, best practices and requiring additional reporting requirements to the Board and stakeholders as follows.

Monthly Obligation to Report on New Investment Transactions Government Code Section 53607 and SCP’s Investment Policy require SCP to report to the Board and stakeholders any investment transactions (defined as purchases, sales, or exchanges of securities) made during the month as soon as is practicable after the end of the month. Given the scheduling of SCP’s Board meetings during the first week of the month, the investment report will indicate investment transactions that occurred two 16 of 95

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months prior (August 2025). Note that this report also includes July 2025 transactions and investment holdings because the September Board meeting was cancelled.

SCP currently maintains bank accounts and investments at River City Bank (RCB), Summit State Bank, the State of California Local Agency Investment Fund (LAIF) and USBank.

Active individual securities are held at both RCB and USBank. Staff will provide Statements of Investments as required throughout the year.

Reportable Activities
USBank
In November of 2024, the Board approved amendments to SCP Investment Policy as recommended by SCP’s investment advisor, Chandler Asset Management (CAM). As of July 31st, CAM managed about $70 million of SCP’s reserves. All investments directed by CAM are held at SCP’s custodian, USBank. All investments held as of July 31, 2025, at USBank appear as Attachment 5 with new holdings purchased in July highlighted.

USBank transaction details for the month of July, including sales and maturities of securities, are in Attachment 6.

Investments held as of August 31, 2025, at USBank remained around $70 million and appear as Attachment 9 with new holdings purchased in August highlighted. USBank transaction details for the month of August, including sales and maturities of securities, are in Attachment 10.

River City Bank
A detailed statement of the investments held at River City Bank as of July 31, 2025, appears as Attachment 7. There were no investment transactions in the month of July at River City Bank.

Investments held at River City Bank as of August 31, 2025, appear as Attachment 11. River City Bank transaction details for the month of August, including sales and maturities of securities, are in Attachment 12.

State of California Local Agency Investment Fund
The LAIF investment balances as of July 31, 2025, and August 31, 2025, appear as Attachments 8 and 13, respectively.
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Attachments
 Attachment 1 – May 2025 Financial Statements, available at this link or by request to the Clerk of the Board
 Attachment 2 – May 2025 Budgetary Statement, available at this link or by request to the Clerk of the Board
 Attachment 3 – June 2025 Financial Statements
 Attachment 4 – June 2025 Budgetary Statement
 Attachment 5 – July 2025 Statement of Investments Held at USBank, available at this link or by request to the Clerk of the Board
 Attachment 6 – July 2025 Statement of Transactions at USBank, available at this link or by request to the Clerk of the Board
 Attachment 7 – July 2025 Statement of Investments Held at River City Bank, available at this link or by request to the Clerk of the Board  Attachment 8 – July 2025 Statement of Investments Held at the Local Agency Investment Fund, available at this link or by request to the Clerk of the Board  Attachment 9 – August 2025 Statement of Investments Held at USBank, available at this link or by request to the Clerk of the Board
 Attachment 10 – August 2025 Statement of Transactions at USBank, available at this link or by request to the Clerk of the Board
 Attachment 11 – August 2025 Statement of Investments Held at River City Bank, available at this link or by request to the Clerk of the Board  Attachment 12 – August 2025 Statement of Transactions at River City Bank, available at this link or by request to the Clerk of the Board  Attachment 13 – August 2025 Statement of Investments Held at the Local Agency Investment Fund, available at this link or by request to the Clerk of the Board 18 of 95

MAHER

ACCOUNTANCY
ACCOUNTANTS’ COMPILATION REPORT
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com Management
Sonoma Clean Power Authority
Management is responsible for the accompanying financial statements of Sonoma Clean Power Authority (a California Joint Powers Authority) which comprise the statement of net position as of June 30, 2025, and the related statement of revenues, expenses, and changes in net position, and the statement of cash flows for the year 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 note disclosures required by accounting principles generally accepted in the United States of America in these interim financial statements.

Sonoma Clean Power Authority’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 the Authority’s financial position, results of operations, and cash flows. Accordingly, these financial statements are not designed for those who are not informed about such matters.

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

Maher Accountancy
San Rafael, CA
August 25, 2025
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SONOMA CLEAN POWER AUTHORITY

STATEMENT OF NET POSITION
As of June 30, 2025
ASSETS
Current assets
Cash and cash equivalents $ 176,915,966
Accounts receivable, net of allowance 14,712,068
Other receivables 6,487,283
Accrued revenue 12,629,965
Prepaid expenses 1,525,005
Deposits 6,245,890
Investments 71,115,825
Total current assets 289,632,002
Noncurrent assets
Investments 88,988,303
Other receivables 897,572
Deposits 16,000
Capital assets, net of depreciation 17,530,123
Total noncurrent assets 107,431,998
Total assets 397,064,000

LIABILITIES
Current liabilities
Accrued cost of electricity 19,409,244
Accounts payable 1,645,094
Other accrued liabilities 2,091,804
User taxes and energy surcharges due to other governments 644,179 Supplier security deposits 4,446,353
Total current liabilities 28,236,674
Noncurrent liabilities
Supplier security deposits 1,332,121
Total liabilities 29,568,795

DEFERRED INFLOWS OF RESOURCES
Rate stabilization fund 56,000,000

NET POSITION
Investment in capital assets 17,530,123
Unrestricted 293,965,082
Total net position $ 311,495,205
See accountants' compilation report. 2
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STATEMENT OF REVENUES, EXPENSES

AND CHANGES IN NET POSITION
Year Ended June 30, 2025

OPERATING REVENUES
Electricity sales, net $ 256,682,974
Evergreen electricity premium 3,120,445
Miscellaneous income 6,538,000
Grant revenue 380,112
Total operating revenues 266,721,531

OPERATING EXPENSES
Cost of electricity 172,915,153
Contract services 9,771,712
Staff compensation 11,060,408
Program rebates and incentives 2,389,667
Other operating expenses 2,489,640
Depreciation 1,432,943
Total operating expenses 200,059,523
Operating income 66,662,008

NONOPERATING REVENUES (EXPENSES)
Investment income 15,314,580
Nonoperating revenues (expenses), net 15,314,580
CHANGE IN NET POSITION 81,976,588
Net position at beginning of year 229,518,617
Net position at end of period $ 311,495,205
See accountants' compilation report. 3
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CASH FLOWS FROM OPERATING ACTIVITIES
Receipts from customers $ 272,975,842
Receipts of security deposits 10,010,445
Receipts of liquidated damages 4,175,618
Receipts from wholesale sales and other operating activities 10,885,868 Payments to electricity suppliers (192,834,330)
Payments for other goods and services (12,236,321)
Payments for staff compensation (10,840,825)
Payments for program rebates and incentives (2,354,384) Payments of taxes and surcharges to other governments (3,424,461) Net cash provided (used) by operating activities 76,357,452

CASH FLOWS FROM CAPITAL AND RELATED

FINANCING ACTIVITIES
Purchases of capital assets (380,007)

CASH FLOWS FROM INVESTING ACTIVITIES
Investment income received 12,158,738
Proceeds from sales and maturities of investments 149,880,276 Purchase of investments (130,783,618)
Net cash provided (used) by investing activities 31,255,396 Net change in cash and cash equivalents 107,232,841
Cash and cash equivalents at beginning of year 69,683,125 Cash and cash equivalents at end of period $ 176,915,966

NONCASH INVESTING ACTIVITES
Change in fair value of investments $ 3,155,842
Year Ended June 30, 2025

STATEMENT OF CASH FLOWS

SONOMA CLEAN POWER AUTHORITY
See accountants' compilation report. 4
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SONOMA CLEAN POWER AUTHORITY

STATEMENT OF CASH FLOWS
(Continued)
Year Ended June 30, 2025

RECONCILIATION OF OPERATING INCOME (LOSS) TO NET

CASH PROVIDED (USED) BY OPERATING ACTIVITIES
Operating income (loss) $ 66,662,008
Adjustments to reconcile operating income to net
cash provided (used) by operating activities:

Depreciation expense 1,432,943
(Increase) decrease in:

Accounts receivable, net 7,458,479
Other receivables (3,305,240)
Accrued revenue 2,344,654
Prepaid expenses (632,999)
Deposits (3,588,843)
Increase (decrease) in:

Accrued cost of electricity 4,132,426
Accounts payable 590,921
Advances from grantors (2,382,376)
Accrued liabilities (493,702)
User taxes due to other governments (55,172)
Supplier security deposits 4,194,353
Net cash provided (used) by operating activities $ 76,357,452 See accountants' compilation report. 5
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MAHER

ACCOUNTANCY
ACCOUNTANTS’ COMPILATION REPORT
1101 Fifth Avenue, Suite 200 San Rafael, CA 94901 415 459 1249 mahercpa.com Board of Directors
Sonoma Clean Power Authority
Management is responsible for the accompanying Budgetary Comparison Schedule for the Operating Fund of Sonoma Clean Power Authority (a California Joint Powers Authority) for the year ended June 30, 2025, and for determining that the budgetary basis of accounting is an acceptable financial reporting framework. We have performed a compilation engagement in accordance with Statements on Standards for Accounting and Review Services promulgated by the Accounting and Review Services Committee of the AICPA. We did not audit or review the accompanying statement nor were we required to perform any procedures to verify the accuracy or completeness of the information provided by management.

Accordingly, we do not express an opinion, a conclusion, nor provide any assurance on this special purpose budgetary comparison statement.

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

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.

Sonoma Clean Power Authority’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 the Authority’s financial position, results of operations, and cash flows. Accordingly, these financial statements are not designed for those who are not informed about such matters.

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

Maher Accountancy
San Rafael, CA
August 25, 2025
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2024/25 YTD
Amended
Budget
2024/25 YTD
Actual
2024/25 YTD
Amended Budget
Variance (Under)
Over
2024/25 YTD
Actual / Amended
Budget %
2024/25
Amended
Budget
2024/25 Amended
Budget Remaining
REVENUE AND OTHER SOURCES:

Electricity (net of allowance) * 258,001,000 $ 256,682,974 $ (1,318,026) $ 99% 258,001,000 $ 1,318,026 $ Evergreen Premium (net of allowance) 2,700,000 3,120,445 420,445 116% 2,700,000 (420,445) Investment returns 13,853,000 15,314,580 1,461,580 111% 13,853,000 (1,461,580) Miscellaneous Income 1,000,000 448,001 (551,999) 45% 1,000,000 551,999 Total revenue and other sources 275,554,000 275,566,000 12,000 100% 275,554,000 (12,000) EXPENDITURES AND OTHER USES:

CURRENT EXPENDITURES Cost of energy and scheduling 183,989,000 166,445,042 (17,543,958) 90% 183,989,000 17,543,958 Data management 3,670,000 3,618,238 (51,762) 99% 3,670,000 51,762 Service fees- PG&E 990,000 988,018 (1,982) 100% 990,000 1,982 Personnel 11,490,000 11,060,408 (429,592) 96% 11,490,000 429,592 Marketing & communications 3,379,000 2,919,307 (459,693) 86% 3,379,000 459,693 Customer service 220,000 120,685 (99,315) 55% 220,000 99,315 General and administration 1,832,000 1,717,126 (114,874) 94% 1,832,000 114,874 Legal 475,000 416,778 (58,222) 88% 475,000 58,222 Regulatory and compliance 460,000 238,301 (221,699) 52% 460,000 221,699 Accounting 312,000 320,900 8,900 103% 312,000 (8,900) Legislative 220,000 190,000 (30,000) 86% 220,000 30,000 Other consultants 535,000 383,644 (151,356) 72% 535,000 151,356 Industry memberships and dues 888,000 772,514 (115,486) 87% 888,000 115,486 Program implementation 10,135,964 2,965,508 (7,170,456) 29% 10,135,964 7,170,456 Total current expenditures 218,595,964 192,156,469 (26,439,495) 88% 218,595,964 26,439,495 OTHER USES Capital outlay 500,000 362,092 (137,908) 72% 500,000 137,908 Total expenditures, other uses 219,095,964 192,518,561 (26,577,403) 88% 219,095,964 26,577,403 Net increase (decrease) in available fund balance 56,458,036 $ 83,047,439 $ 26,589,403 $ 56,458,036 $ (26,589,403) $ * Represents sales of approximately 2,085,000 MWh for 2024/25 YTD actual.

RESERVES
Balance - as of
June 30, 2024
Long-Term
Targeted
% of Long-Term
Target
Operating Reserve 231,889,000$ 255,203,000$ 91%

SONOMA CLEAN POWER AUTHORITY
Year Ended June 30, 2025

BUDGETARY COMPARISON SCHEDULE - OPERATING FUND
See accountants' compilation report. 2
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SONOMA CLEAN POWER AUTHORITY

BUDGETARY COMPARISON SCHEDULE - OPERATING FUND (CONTINUED)

RECONCILIATION OF NET INCREASE IN AVAILABLE FUND BALANCE

TO CHANGE IN NET POSITION
Year Ended June 30, 2025
Net increase (decrease) in available fund balance
per budgetary comparison schedule: $ 83,047,439
Adjustments needed to reconcile to the
changes in net position in the
Statement of Revenues, Expenses
and Changes in Net Position:

Subtract depreciation expense
Add back capital asset acquisitions
Change in net position $
(1,432,943)
362,092
81,976,588
See accountants' compilation report.
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Staff Report – Item 03
To: Sonoma Clean Power Authority Board of Directors
From: Ryan Tracey, Director of Planning & Analytics
Geof Syphers, Chief Executive Officer
Miles Horton, Legislative Policy & Community Engagement Manager Claudia Sisomphou, Public Affairs & Advocacy Manager
Issue: Receive Geothermal Opportunity Zone Update
Date: October 2, 2025
Background
The Geothermal Opportunity Zone (GeoZone) is SCP’s initiative to secure affordable, reliable clean energy for our customers by building 600 megawatts of new geothermal power capacity in Sonoma and Mendocino Counites. This will eventually enable SCP to phase out its dependence on natural gas power plants for reliability.

The Community Advisory Committee (Committee) meetings are a regularly scheduled public forum for the community to receive updates and provide input on the GeoZone. The updates provided to the Committee each month, and minutes from any discussion are posted on SCP’s website at https://sonomacleanpower.org/ geozone-public-updates. Staff incorporate any feedback received from the Committee presentation into the monthly updates to the Board of Directors.

Additional background on the GeoZone can be found on the GeoZone webpage at https://sonomacleanpower.org/geozone.

Clean Air Task Force Report: Unlocking California’s Geothermal Potential Clean Air Task Force (CATF), an environmental organization focused on technology and policy solutions that drive emissions reductions, released a report called “Unlocking California’s Geothermal Potential” over the summer (linked here). The report included recommendations well aligned with SCP’s current legislative and regulatory initiatives including setting a strategic plan for the State, improving permitting processes, modernizing regulations, providing more ability for geothermal projects to interconnect, and providing more public funding. CATF has 27 of 95
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been a valuable thought partner to SCP in addressing key barriers to geothermal investment in California and the report, a webinar they hosted (linked here – SCP participated as a panelist), and advocacy in Sacramento on geothermal has broadened awareness of the opportunity next-generation geothermal could present for California.

The Climate Center: Advanced Geothermal in California
The Climate Center, an environmental organization that works to position California as a leader toward a climate-safe future, hosted a discussion on August 28th on advanced geothermal technologies (webinar recording linked here). The webinar included remarks by Assemblymember Diane Papan, the author of SCP’s AB 1359 last year and co-author of SCP’s AB 526, AB 527, and AB 531 this year. It also included a presentation by Claudia Sisomphou from SCP, Neil Ethier from Eavor (one of SCP’s GeoZone partners), and Chris Snyder from the International Union of Operating Engineers Local 3. The Climate Center convened over 200 people on the call and allowed a forum for climate-motivated organizations and advocates to understand the role geothermal energy could play in decarbonizing California’s grid.

Geothermal Industry Updates
In August, the United States Bureau of Land Management (BLM) held the first auction in nearly a decade for geothermal leases on federal land in California (link to LA Times article). The sale generated $2.75 million in proceeds and although the leased acreage was outside the GeoZone (most was in Imperial County, with one parcel in Modoc/Lassen County), represents a large vote of confidence in the future for geothermal development in California. SCP has previously engaged the BLM on federal leasing opportunities in the GeoZone and identified collaboration between the state of California and BLM as an important component of a strategic plan for advancing geothermal power in California.

Grant Funding & Research
SCP is still awaiting news on whether Sonoma County will be selected to be awarded for its application to the California Energy Commission’s (CEC) Geothermal Grant and Loan Program. SCP worked with Sonoma County in submitting an application in January to fund a pro-active planning project that includes subsurface modeling by the National Renewable Energy Laboratory (NREL), coordination with Mendocino County’s planning department, and geospatial and biological field work to identify 28 of 95

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prospective geothermal sites in the region and augment the skills and experience of local permitting staff. SCP understands the announcement for an award is imminent.

In August, SCP submitted a research concept proposal to the CEC for the next round of it’s Electric Program Investment Charge (EPIC) program (link to submission). In the submission, SCP asks the CEC to dedicate EPIC funds to fund drilling an initial set of higher-risk calibration wells to collect subsurface data and operational learnings to advance next-generation geothermal development in the state. SCP will continue advocacy at the CEC and other forums for a dedicated stream of funding for attracting in-state geothermal development.

SCP has also been in early discussions with the Pacific Northwest National Laboratory (PNLL) on applying cutting edge techniques and large datasets to evaluate siting suitability for geothermal development in the GeoZone. Although a specific funding opportunity has not yet been identified for the partnership, PNNL could be a potential partner in future grant opportunities.

Partner Updates
There are no major updates to share on SCP’s GeoZone partners. Eavor continues to be focused on finishing its project in Geretsreid, Germany—which will be online later this year and deliver 8.2 MW of electric power and 64 MW of thermal energy to the neighboring community. Eavor will be better positioned to rededicate resources to progressing its GeoZone project following startup in Geretsreid. SCP staff hosted Chevron at SCP’s headquarters in August and are actively discussing contractual options given the expectation that Chevron will not meet its cooperation agreement milestones by their due date in March 2026. Staff anticipate providing the Board a recommendation on SCP’s partnership with Chevron in the November meeting. 29 of 95
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Staff Report – Item 04
To: Sonoma Clean Power Authority Board of Directors
From: Geof Syphers, Chief Executive Officer
Garth Salisbury, Chief Financial Officer
Chris Golik, Senior Finance Manager
Issue: Approve the Proposed Budget Adjustment for Fiscal Year 2025-2026 to Allocate the Board-Approved $500,000 Grant for The Economic Launchpad Hub to the Marketing & Communications Budget Line Date: October 2, 2025
Requested Action
Approve the proposed budget adjustment for fiscal year 2025-2026 to allocate the Board-approved $500,000 grant for The Economic Launchpad Hub to the Marketing & Communications budget line.

Background
At the August 7, 2025, meeting of the Board of Directors, the Board discussed and approved a proposal to enter a funding partnership and secured loan opportunity to support small business owners. This innovative opportunity is made in partnership with Nexo Media Foundation, a 501(c)3 non-profit, doing business as The Economic Launchpad Hub, also known as The Hub.

The Board approved the proposal, which will provide The Hub with funding in two ways. The first is a $500,000 grant, released in 4 milestone-based tranches. The second is a secured loan for up to $4 million to purchase a building where it will serve a broad range of local entrepreneurs with a “one-stop shop” offering of co-located small business-related services.
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Discussion
The Fiscal Year 2025-2026 budget was approved by the Board of Directors at their May 2025 meeting prior to becoming aware of this innovative partnership opportunity.

While the Board has already approved both the $500,000 grant and secured loan not to exceed $4 million, the budget adjustment to classify those funds in the proper line items was not made in the August board meeting.

Fiscal Impact
This action has no fiscal impact, since the expenditure was already approved by the Board of Directors at its August 2025 meeting.

For transparency, the Board’s August 2025 decision has a definite expense of up to $500,000 in initial dollars and an estimated worst-case cost of an additional $800,000, based on presuming that SCP absorbs a 20% loss on the resale of any secured property from the loan.

Agency Goals
The partnership and funding for The Hub aligns with SCP’s 2025 goals of supporting access and equity in our community, and developing local resilience.

Community Advisory Committee Review
The Sonoma Clean Power Community Advisory Committee reviewed and voted at their September 18, 2025, meeting to recommend the proposed budget adjustment to the Board.

Attachments
 Attachment 1 – Proposed Fiscal Year 2025-2026 Revised Budget 32 of 95
Proposed Fiscal Year 2025-2026 Revised Budget
Adopted Proposed Revised
Budget Adjustment Budget
FY25-26 FY25-26 FY25-26 Comments

REVENUES & OTHER SOURCES
Electricity Sales (net of allowance) $228,694,000 $ - $228,694,000 EverGreen Premium (net of allowance) 3,150,000 3, - 150,000 CEC Grant Proceeds 863,000 - 863,000 Investment Returns 12,000,000 - 12,000,000 Total Revenues 244,707,000 - 244,707,000 EXPENDITURES
Product
Cost of Energy & Scheduling 234,986,000 - 234,986,000 Data Management 3,359,000 - 3,359,000 Service Fees to PG&E 990,000 - 990,000 Product Subtotal 239,335,000 - 239,335,000 Personnel 12,781,000 - 12,781,000 Marketing & Communications 3,915,000 500,000 4,415,000 Partnership with The Economic Launchpad Hub Customer Service 220,000 - 220,000 General & Administration 2,309,000 - 2,309,000 Other Professional Services Legal 525,000 - 525,000 Regulatory & Compliance 360,000 - 360,000 Accounting 340,000 - 340,000 Legislative 220,000 - 220,000 Other Consultants 535,000 - 535,000 Other Professional Services Subtotal 1,980,000 - 1,980,000 33 of 95
Proposed Fiscal Year 2025-2026 Revised Budget
Adopted Proposed Revised
Budget Adjustment Budget
FY25-26 FY25-26 FY25-26 Comments
EXPENDITURES – continued
Industry Memberships & Dues 888,000 - 888,000 Program Implementation 6,481,000 - 6,481,000 Total Expenditures 267,909,000 500,000 268,409,000 Revenues Less Expenditures (23,202,000) (500,000) (23,702,000) OTHER USES Capital Outlay 7,022,000 - 7,022,000
Total Expenditures, Other Uses 274,931,000 500,000 275,431,000 Net Increase/(Decrease) in Fund Balance $ (30,224,000) $ (500,000) $ (30,724,000) 34 of 95

~ Sonoma ~ Clean Power
Staff Report – Item 05
To: Sonoma Clean Power Board of Directors
From: Garth Salisbury, Chief Financial Officer
Issue: Approve and Delegate Authority to the Chief Executive Officer or Designee to Execute an Agreement for Professional Services with Maher Accountancy for an Amount Not-to-Exceed $982,044, through June 30, 2028
Date: October 2, 2025
Recommendation
Recommend that the Board of Directors (Board) approve and delegate authority to the CEO or designee to execute a two-year and eight-month agreement for professional services with Maher Accountancy (Maher), for general accounting services with a not-to-exceed amount of $982,044, effective November 1, 2025, through June 30, 2028.

Background
Maher Accountancy has been SCP’s primary accountant since 2013, with several prior contracts and extension amendments for services.

Maher has been a key partner in SCP’s operations since our formation. They perform general accounting services and have been instrumental in financial risk management, budgeting, contract tracking, payroll, invoice processing and other operational processes. SCP contracts with a separate accounting firm for our annual fiscal-year independent audits.

Discussion
As the accounting services specific to CCAs are critical to a successful organization, staff recommend continuation of our working relationship with Maher. Maher has expanded their team over the last several years to provide services to several CCAs across the state and are familiar with the scope and breadth of the accounting needs 35 of 95

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of SCP. They work well with our team and have achieved clean outside audits every year since 2013.

Fiscal Impact
The costs for accounting services, including annual audits, are included in the approved 2025-2026 Fiscal Year Budget. Costs for future fiscal years will be built into the budget for those years.

Community Advisory Committee Review
The Sonoma Clean Power Community Advisory Committee reviewed and voted at their September 18, 2025 meeting to recommend the Board approve and delegate authority to the CEO or designee to execute an agreement for professional services with Maher Accountancy.

Attachments
 Attachment 1 - Draft Agreement for Professional Services between SCP and Maher Accountancy (expires 6/30/2028), available at this link or by request to the Clerk of the Board
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Staff Report – Item 06
To: Sonoma Clean Power Authority Board of Directors
From: Darin Bartow, Compliance Manager
Neal Reardon, Director of Regulatory Affairs
Issue: Adopt Resolution 2025-05 Attesting to the Accuracy of Sonoma Clean Power Authority’s 2024 Power Source Disclosure Annual Report Date: October 2, 2025
Recommendation
Staff request the Board of Directors (Board) adopt a resolution approving the 2024 Power Source Disclosure Annual Report and attest to its veracity. The Resolution is attached to this staff report as Attachment 1, the 2024 PSD Annual Reports are attached as Exhibit 1 to the Resolution.

Background
The California Public Utilities Code requires all retail sellers of electric energy, including SCP, to disclose “accurate, reliable, and simple-to-understand information on the sources of energy”1 that are delivered to their respective customers each year.

SCP submitted its 2024 PSD Annual Reports on June 3, 2024. The PSD Annual Reports include SCP’s specified power purchases, resales, and self-consumption of energy by fuel type. Information from SCP’s 2024 PSD Annual Reports is included in SCP’s 2024 Power Content Label (PCL). The Power Content Label is mailed to SCP customers and posted on both SCP’s and the California Energy Commission’s (CEC) websites.

Under the amended program regulations, the audit requirements have changed slightly for public agencies. In the past, public agencies that chose to obtain board approval in lieu of completing an audit, would need to take both their annual reports and Power Content Label to their board for approval. The new regulations eliminated 1 PUC § 398.1(a).
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the requirement for the PCL to be approved as per the California Code of Regulations, Title 20, Section 1394.2.

Discussion
The Resolution will approve SCP’s 2024 PSD Annual Report and attest to the veracity of the data in the PSD Annual Reports. Adoption of the attached resolution as recommended by staff enables SCP to comply with the CEC regulation implementing the Public Utilities Code.2
Community Advisory Committee Review
On September 18, 2025, the Community Advisory Committee recommended that the Board of Directors adopt Resolution 2025-05 Attesting to the Accuracy of Sonoma Clean Power Authority’s 2024 Power Source Disclosure Annual Report.

Fiscal Impact
Adoption of the Resolution will not result in any financial impact to SCP.

Attachments
 Attachment 1 – Resolution Approving SCP 2024 Power Source Disclosure Annual Report with Exhibit 1 – SCP 2024 Power Source Disclosure Annual Report, which can be found at this link or by request to the Clerk of the Board. 2 20 CRR § 1390-1394.
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Staff Report – Item 07
To: Sonoma Clean Power Authority Board of Directors
From: Geof Syphers, Chief Executive Officer
Garth Salisbury, Chief Financial Officer & Treasurer
Issue: Adopt Resolution 2025-06 Delegating Investment Authority to the Treasurer
Date: October 2, 2025
Recommendation
Adopt proposed Resolution No. 2025-06 (Attachment 1) delegating investment and similar authority to Garth Salisbury, Chief Financial Officer, as the Treasurer of Sonoma Clean Power (SCP) in accordance with Government Code 53607.

Background
When SCP was formed, its Joint Powers Agreement (JPA) named the Sonoma County Auditor-Controller-Treasurer-Tax Collector as the Treasurer for SCP. Per Section 4.9.3 of SCP’s JPA, “The Board may transfer the responsibilities of Treasurer to any person or entity as the law may provide at the time.” On October 3, 2024, the Board passed Resolution 2025-01 naming Garth Salisbury Treasurer of SCP.

Discussion
Garth Salisbury, SCP’s Current Chief Financial Officer, has served in the role of Treasurer since October 2024. As Treasurer, Garth has overseen the cash management of the organization and the investments of SCP’s reserves. This includes amending and updating SCP’s Investment Policy to require more diversification of investments, eliminating more risky investment categories and hiring a professional investment advisor to manage SCP’s 3-5 year fixed income investment portfolio.

Pursuant to Government Code section 53607, Board may delegate the authority to the Treasurer to invest or to reinvest funds of the Authority, or to sell or exchange 39 of 95
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securities so purchased. This delegation must be made on an annual basis. This resolution would delegate this authority for another year through October of 2026.

Community Advisory Committee Review
On September 18, 2025, the Community Advisory Committee recommended that the Board of Directors adopt Resolution 2025-06 delegating investment authority to the Treasurer.

Attachments
 Attachment 1 – Draft Resolution No. 2025-06 Delegating Investment Authority to the Treasurer
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[NOT YET ADOPTED]
RESOLUTION NO. 2025-06

RESOLUTION OF THE BOARD OF DIRECTORS OF THE

SONOMA CLEAN POWER AUTHORITY DELEGATING

INVESTMENT AUTHORITY TO THE TREASURER
WHEREAS, Sonoma Clean Power Authority is a joint powers authority organized under the Joint Exercise of Powers Act (Government Code Section 6500 et seq.); and WHEREAS, the Board of Directors (“Board”) of the Sonoma Clean Power Authority (“Authority”), pursuant to Government Code Section 6505.6 and Section 4.9.3 of the Authority’s Joint Power Agreement, as amended, (“JPA”), may appoint one of its officers or employees to the position of Treasurer, and such person or persons shall comply with the duties and responsibilities of the office or officers as set forth in subdivisions (a) to (e), inclusive, of Government Code Section 6505.5; and WHEREAS, that the Board previously appointed Garth Salisbury, the Chief Financial Officer of the Authority, as Treasurer ; and
WHEREAS, Government Code section 53607 allows the Board to delegate authority to the Treasurer to invest or to reinvest funds of the Authority, or to sell or exchange securities so purchased on an annual basis; and
WHEREAS, the Board wishes to make this delegation.

NOW, THEREFORE BE IT RESOLVED, by the Board of Directors of the Sonoma Clean Power Authority:

Section 1. Recitals. That the foregoing recitals are true and correct and a substantive part of this Resolution.

Section 2. Surplus Funds. Pursuant to Government Code section 53607, the Board delegates authority to the Treasurer to invest or to reinvest funds of the Authority and to sell or exchange securities so purchased from such funds. The Treasurer shall report such actions to the Board as required by law.

Section 3. Term. This Resolution shall remain in full force and effect until rescinded by the Board by resolution.

Section 4. Certification. The Board Clerk shall certify the adoption of this Resolution.
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DULY ADOPTED this 2nd day of October, 2025

JURISDICTION NAME AYE NO ABSTAIN/
ABSENT
Cloverdale Director Laskey
Cotati Director Lemus
Fort Bragg Director Albin-Smith
Petaluma Director Barnacle
Rohnert Park Director Elward
Santa Rosa Director Flemming
Sebastopol Director Zollman
Sonoma Director Farrar-Rivas
Windsor Director Potter
County of Mendocino Director Haschak
County of Sonoma Director Hopkins
In alphabetical order by jurisdiction
Jackie Elward, Vice Chair, Sonoma Clean Power Authority Authority
Attest:

Karen Flores, Clerk of the Board
-2-
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Staff Report – Item 08
To: Sonoma Clean Power Authority Board of Directors
From: Geof Syphers, Chief Executive Officer
Issue: Approve Adding Sonoma Clean Power Authority’s Chief Financial Officer to the Authority’s Energy Risk Management Policy Date: October 2, 2025
Recommendation
Adopt the attached edits to SCP’s Energy Risk Management Policy, adding the role of Chief Financial Officer.

Background
For SCP’s first ten years of operations, the organization operated without a Chief Financial Officer. Since adding that role, the agency’s Energy Risk Management Policy now needs to reflect that the CFO has a role in energy transactions. Additionally, with the addition of a CFO, SCP has improved front/mid/back-office protocols to minimize risk and improve transparency in energy procurement procedures and day-to-day operations. Certain minor clarifications were also added to the policy.

Fiscal Impact
None.

Community Advisory Committee Review
The Community Advisory Committee recommends the Board of Directors approve adding Sonoma Clean Power Authority’s Chief Financial Officer to the Authority’s Energy Risk Management Policy.

Attachment
 Attachment 1 – Redlines to the SCPA Energy Risk Management Policy 43 of 95

SCPA Energy Risk Management Policy

1. Introduction
It is the policy of the Sonoma Clean Power Authority (“SCPA”) to operate Sonoma Clean Power (“SCP”) to provide electric energy and energy-related programs to customers consistent with our Board-approved IRP. SCPA also has a duty to make financially sound and timely investments, and to safeguard the Authority against adverse conditions.

This Energy Risk Management Policy (“Policy”) recognizes that there are risks inherent in participating in energy markets, and establishes the key control structures and policies to prudently manage risk:
 Clearly defined segregation of duties and delegation of authority  Organizational structure for risk management controls  Policies setting acceptable risk parameters and risk limits  Procedures for risk reporting
 Permitted transactions and product types
The scope of this Policy addresses SCPA’s electric supply and participation in energy markets. It does not address operational details such as the prudent handling of data, deal entry, settlement validation, accuracy of load and generation forecasts, and myriad other detailed tasks. It also does not address general business risks, insurance, legislative or policy risks.

SCPA recognizes that risks are inherent in the electric energy business. SCPA therefore seeks to use the prudent management of energy market transactions to minimize the risks to SCPA and its customers.

2. Energy Risk Management Objectives
The primary objectives of energy risk management activities are to balance the business objectives of (1) providing stable electric rates to customers, (2) maintaining the on-going financial viability of the agency, and (3) managing business processes to allow the staff of SCPA to work efficiently and cost effectively while achieving standards in our Integrated Resource Plan (“IRP”).

2.1. Retail Rate Stability
Stable rates are of high value to the citizens and businesses in Sonoma and Mendocino Counties, and yet energy commodity market prices are extremely volatile. Therefore, a key objective is to manage the risks inherent in the energy commodity markets to limit customer exposure to large swings in rates. This is done by mitigating both market risk and credit risk. Reserve balances maintained by SCPA per Financial Policy B.2 provide financial credit for entering into long-term contracts and financial liquidity for entering into shorter-term contracts and purchases of energy in the spot and forward market as needed to meet the projected load.

Energy Risk Management Plan Adopted April 6, 2023 1
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2.2. Maintain Financial Viability of the Agency
SCPA seeks to: (a) reduce exposure to potential adverse energy price movements; (b) control costs by optimizing SCPA contracts; and (c) offering commodity products that address customer needs and recover costs through rate setting Board adopted financial policies.

2.3. Efficient and Cost-Effective Business Processes
SCPA staff will utilize business practices and controls that are sufficient to identify, evaluate, and manage risks, and are designed to streamline recording, analysis and reporting requirements. Staff will strive to improve the risk management procedures to enhance productivity, reduce the cost of conducting risk management activities, and maintain transparency and value of the risk management process.

3. General Transacting Policy

3.1. Anti-speculation
Speculative buying and selling of energy products are prohibited. SCPA will not speculate in the energy market. Purchases of power products are only allowed where there is expectation of receiving delivery/utilizing the financial product. Selling of products is only allowed when SCPA owns the underlying products. Financial transactions that financially protect SCPA from major swings in market pricing are allowed.

3.2. Consistency with Integrated Resource Plan
Any transaction that is not consistent with the Board’s most recently adopted Integrated Resource Plan must be reported by the CEO at the next Board meeting together with the reasons for the transaction.

3.3. Open and Competitive Process
Whenever possible, SCPA will seek to obtain multiple bids when making a purchase or sale transaction and select the best value transaction consistent with SCPA’s Board-adopted IRP.

3.4. Adherence to all Required Registrations and Certifications Note: The following may be updated by staff periodically to reflect changing requirements:

SCPA aims to comply with all applicable compliance regulations. For instances where SCPA does not meet compliance obligations, other than minor administrative deficiencies, the nature of the action will be presented to the Board along with any resulting penalties or consequences. a) California Public Utilities Commission (CPUC)
SCPA shall maintain its certification to operate a CCA through an Implementation Plan and maintain a functional relationship for customer billing with a CPUC-certified Service Agreement between SCPA and the investor-owned utility.

Energy Risk Management Plan Adopted April 6, 2023 2
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b) California Independent System Operator (CAISO)
SCPA is a Market Participant in the CAISO Federal Energy Regulatory Commission filed tariff, which includes Scheduling Coordination, energy imbalance settlement, congestion revenue rights, settlements and other rights and responsibilities as determined by CAISO. SCPA’s market participation shall strictly comply with the laws, rules and regulations governing CAISO operation, including but not limited to, the FERC approved CAISO Tariff, CAISO Business Practice Manuals, and any successors; be consistent with SCPA Board adopted Policies; and continuously seek the lowest cost, least risk impact to SCPA customers. c) Western Renewable Energy Generation Information System (WREGIS) SCPA is a WREGIS account holder where SCPA has the right to purchase, transfer and retire certificates. WREGIS certificates are required for compliance with state requirements for renewable energy.
d) California Energy Commission (CEC)
SCPA engages with the California Energy Commission to ensure compliance in areas including adhering to renewable energy mandates, Resource Adequacy load forecasting, Integrated Energy Policy Report and power content reporting.
e) California Air Resources Board (CARB)
SCPA engages with CARB to ensure compliance in areas including Low Carbon Fuel Credits.

3.5. Operational Risk Assessment
The Board has directed staff to ensure that standard procedures are maintained to address portfolio valuation risk, counterparty credit and default risk, risks associated with forecasting error, risks of overconcentration on technologies, location or specific counterparties, and other related market risks as determined by the Risk Oversight Committee (“ROC”).

4. Oversight Bodies

4.1. Sonoma Clean Power Authority Board of Directors
The SCPA Board of Directors has the primary oversight responsibility, governing SCPA’s preferred resources through the Integrated Resource Plan, selecting customer programs, establishing customer rates and ensuring SCPA is responsibly managed by hiring, reviewing and potentially terminating its CEO.

The Board receives advice from its Community Advisory Committee and the public. The Board also establishes and reviews this policy from time to time and reviews staff reports on risk.

4.2. Chief Executive Officer
The CEO has responsibility for executing and ensuring compliance with policies adopted by the Board of Directors. The CEO shall establish a staff “ROC” which shall consist of the CEO, COO, CFO, Director of Regulatory Affairs, Managing Director of Power Procurement and Senior Risk Officer. The CEO shall report annually to the Board regarding energy risk management activities. The CEO shall maintain clear Energy Risk Management Plan Adopted April 6, 2023 3
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delegations of energy market contracting authority for each type of transaction and each staff position within SCPA.

4.3. Risk Oversight Committee (ROC)
The ROC shall advise the CEO on prudent risk management and aid in ensuring compliance with this and other Board policies. Any transaction or activity requiring the approval of the CEO or SCPA’s Board Chair or Vice Chair shall first be reviewed by the ROC.

The ROC shall serve in an oversight and advisory role which governs and ensures adherence to the Policy. The ROC is responsible for making recommendations to approve or reject transactions based on the Policy, reviewing hedge tolerance bands, seeking input on recommended transactions prior to seeking Board approval to execute, reviewing PPA and long-term transactions including seeking input on RFOs prior to issuance, reviewing RFOs, verifying term sheets details and confirming final contracts prior to execution.

The ROC will define internal controls, strategies and processes for managing market risks such as those incurred through wholesale trading, retail marketing, long-term contracting, Congestion Revenue Rights (“CRR”) trading and load and generation scheduling.

In addition to the above-mentioned responsibilities, the ROC will evaluate energy market transactions for consistency with SCPA’s procurement strategy and targets (i.e. Renewable Portfolio Standard (“RPS”), Greenhouse Gas (“GHG”), Resource Adequacy (“RA”), energy storage) and established counterparty concentration and credit risk tolerances. The ROC will also validate that risk management controls and practices are sufficient to monitor and manage SCPA’s risk exposure.

The ROC also approves counterparties based on Section 5 of this Policy.

The ROC reviews risk management reports provided by the Power Services Team’s Middle Office including SCPA’s Net Open Position (“NOP”), market exposure, credit exposure, counterparty credit ratings, transaction compliance, and other relevant market data and portfolio parameters.

The ROC shall recommend updates to the Board for this Policy as needed. At a minimum, this Policy will be reviewed and updated by the ROC at least every two years.

4.4. Management Responsibility
Risk management oversight is accomplished through supervisory review and approval and appropriate separation of duties as follows:
f) Front Office – Planning and Procurement
The Front Office is primarily responsible for resource planning and procuring energy supplies and services. The Front Office management responsibility is accomplished through supervisory review and using appropriate transaction approval processes.

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g) Middle Office/Risk – Controls and Reporting
The Middle Office/Risk provides the primary independent management responsibility. The Middle Office oversees all risk management activities including portfolio exposure, credit and counterparty exposure, and compliance. The Middle Office/Risk responsibilities provides checks and balances while monitoring SCPA’s risk exposures and ensuring compliance with policies, guidelines, and procedures. The functions of the Middle Office can be broadly defined as risk analysis, compliance tracking and review, credit analysis, and management reporting. i. Risk Analysis
The Middle Office performs rigorous risk analysis to evaluate the risk exposure on both a transaction and portfolio basis.
ii. Confirmations
Confirmations ensure transactions have gone through appropriate approval, legal review and proper signing authority for execution.
iii. Compliance Tracking and Review
The Middle Office monitors all compliance obligations and transactions to ensure compliance of transactions with SCPA policies and state regulations. iv. Credit Analytics
The Middle Office monitors and analyzes counterparty creditworthiness. The Middle Office objectively measures and monitors credit limits and credit histories, and may temporarily or permanently halt trading, upon recommendation of the ROC. Credit will provide guidelines and transaction limitations and actively monitor counterparty risk to minimize the potential adverse financial impacts on SCPA in the event of a defaulting counterparty. Credit will implement a mechanism to monitor and report on supply portfolio related counterparty credit exposures. Counterparty credit exposures and transaction volumes relative to the established limits are to be monitored on an ongoing basis and reported to the ROC by the Middle Office. Credit will also analyze and track exposure to margin call, collateral tracking, Letters of Credit and anything related to SCPA’s financial exposure for credit purposes.
v. Management Reporting
The Middle Office administers reports to the ROC related to risk management. h) Back Office – Settlement and Recording
The Back Office is primarily responsible for counterparty checkouts, settlement of invoices, bookkeeping and accounting, and contract administration. The Back Office roles in oversight are ensuring that invoices reflect purchases or sales, independently monitoring transactions in the tracking database, and verifying and reporting on compliance with procedures. Back Office is Energy Risk Management Plan Adopted April 6, 2023 5
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responsible for compliance reporting functions including but not limited to WREGIS retirement, RPS retirement reporting, retail sales, and LCFS.

5. Authorized Forms of Agreement
The Board authorizes the CEO to develop and maintain such standard forms of agreement necessary to fulfill SCPA’s compliance obligations and generally supply all of SCPA’s energy and energy-related services. The CEO shall utilize legal counsel with specific expertise (“expert counsel”) in each type of agreement in the development of the standard forms and in reviewing any potential exceptions. The Middle Office and SCPA’s General Counsel maintains the authorized forms of agreement and ensures that exceptions are reviewed by expert counsel prior to execution.

6. Authorized Transacting Products
Products allowed for electric transactions include energy, capacity, transmission, financial hedges and ancillary services. All transactions must:

1. be committed to by authorized transacting personnel;

2. be with approved counterparties;

3. use an authorized form of agreement;

4. be committed over recorded phone lines, via electronic mail or in writing;

5. be recorded into SCPA’s deal book within 24 hours of execution; and

6. be consistent with this Policy.

Failure to observe the above minimum requirements when executing energy transactions is a violation of this Policy and is subject to disciplinary action.

7. Transacting Authority
The CEO is authorized to make all necessary energy product expenditures which meet all of the following criteria:

1. In the best interest of SCPA’s customers;

2. Consistent with this Policy and all other Board policies;

3. Less than 10 years in duration;

4. Less than $250 million in notional value.

The table below shows further details for specific categories of procurement, and the individuals who are authorized to execute agreements, confirmations, and other documents relating to power Energy Risk Management Plan Adopted April 6, 2023 6
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procurement. All transaction structures listed below have had counsel review and additional counsel review noted is for specific transaction negotiations.

PROCUREMENT CATEGORY SIGNATURE REQUIREMENTS COUNSEL REVIEW

REQUIREMENTS
Spot Transactions The Managing Director of Power
Procurement and one additional staff
member in Power Procurement as
designated by the CEO or CFO.

None
Non-Spot Transactions of Duration
Less Than 3 Years and Having
Notional Value Equal to or Less
Than $5,000,000
The Managing Director of Power
Procurement and either the CEO or
COOCFO. A staff member in Power
Procurement may be designated by the
CEO or CFO in the absence of the
Managing Director.

Outside Counsel
Transactions Less Than 10 Years
and Notional Value of Equal to or
less than $250,000,000
The Managing Director of Power
Procurement and the CEO or CFO. A
staff member in Power Procurement
may be designated by the CEO or CFO
in the absence of the Managing
Director.

Outside Counsel
Transactions of 10 Years or More
Duration or Having Notional Value
Greater Than $250,000,000
The Managing Director of Power
Procurement, the CEO, and
Chair and Vice Chair of the Board of
Directors. A staff member in Power
Procurement may be designated by the
CEO in the absence of the Managing
Director.

Outside Counsel

8. Conflict of Interest
In accordance with the Municipal Code and California law, personnel involved in transacting and oversight of SCPA’s supply resources may not engage in financial conflicts of interest, unless SCPA is duly informed, and it elects to waive such conflicts. Certain conflicts cannot be waived, including conflicts related to the Political Reform Act and Government Code Section 1090. All personnel in procuring or selecting counterparties for contracting or transacting are required to complete, on an annual basis, the Form 700 Disclosure forms and submit these forms to the Clerk.

Energy Risk Management Plan Adopted April 6, 2023 7
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~ Sonoma ~ Clean Power
Staff Report – Item 09
To: Sonoma Clean Power Authority Board of Directors
From: Karen Flores, Clerk of the Board
Stephanie Reynolds, Director of Internal Operations
Issue: Adopt Resolution 2025-07 of the Board of Directors of the Sonoma Clean Power Authority Setting a Time and Place for Regular Meetings Date: October 2, 2025
Recommendation
Approve the Board of Directors Meeting Dates for the 2026 Calendar Year.

Background
Section 54954(a) of the California Government Code states that legislative bodies shall provide, by ordinance, resolution, bylaws, or by whatever other rule is required for the conduct of business by that body, the time and place for holding regular meetings. The Board of Directors adopted Resolution No. 2022-02 on July 7, 2022, establishing a time and place for regular meetings of the Board of Directors. While the September meeting has been cancelled in years past, due to a heavy legislative schedule, the date is set as a placeholder.

Discussion
The proposed schedule is included as an attachment.

Attachments
 Attachment 1 - SCP Resolution No. 2025-07
 Attachment 2 - Proposed 2026 SCPA Board of Directors Meeting Schedule 51 of 95

~ Sonoma ~ Clean Power
sonomaclean powe .org
Sonoma Clean Power Authority
Board of Directors
Schedule of Meetings
January – December 2026
9:00 a.m. – 12:00p.m.
(The SCPA normally meets on the 1st Thursday of each month) January 8, 2026 (2nd Thursday due to the New Year’s Holiday) February 5, 2026
March 5, 2026
April 2, 2026
May 7, 2026
June 4, 2026
July 2, 2026
August 6, 2026
September 3, 2026 (Tentative)
October 1, 2026
November 5, 2026
December 3, 2026
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RESOLUTION NO. 2025 – 07

RESOLUTION OF THE BOARD OF DIRECTORS OF THE SONOMA CLEAN POWER

AUTHORITY SETTING A TIME AND PLACE FOR REGULAR MEETINGS WHEREAS, section 54954(a) of the California Government Code states that legislative bodies shall provide, by ordinance, resolution, bylaws, or by whatever other rule is required for the conduct of business by that body, the time and place for holding regular meetings; and
WHEREAS, Section 4.8 of the Third Amended and Restated Joint Powers Agreement Relating to and Creating the Sonoma Clean Power Authority dated October 13, 2016 provides that the date, hour and place of each regular meeting shall be fixed by resolution or ordinance of the Board of Directors; and WHEREAS, the Board of Directors did duly pass and adopt Resolution Nos. 2018-03, 2021-07 and 2022-07, which established the time and place for regular meetings of the Board of Directors at the Sonoma Clean Power Authority; and WHEREAS, the Board of Directors now wishes to amend the time of its regular meetings.

NOW, THEREFORE BE IT RESOLVED, by the Board of Directors of the Sonoma Clean Power Authority:

Section 1. That the foregoing recitals are true and correct and a substantive part of this Resolution.

Section 2. Except as provided for in Section 3, the date, hour, and place for regular meetings of the Board of Directors as follows:

Date & Hour: First Thursday of each month at 9:00 AM.

Place: Sonoma Clean Power Headquarters, 431 E Street, Santa Rosa CA, 95404
Section 3. The Board of Directors may adopt an annual schedule of meetings each year. This schedule may modify the regular meeting for that month due to holiday or other scheduling purposes. The Board of Directors or Clerk may further reschedule the date of any regular meeting due to a holiday or for scheduling reasons.

Section 4. That the provisions of this Resolution shall become effective upon adoption.
[SIGNATURES APPEAR ON THE FOLLOWING PAGE]
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DULY ADOPTED this 2nd day of October, 2025

JURISDICTION NAME AYE NO ABSTAIN/
ABSENT
Cloverdale Director Laskey
Cotati Director Lemus
County of Mendocino Director Haschak
County of Sonoma Director Hopkins
Fort Bragg Director Albin-Smith
Petaluma Chair Barnacle
Rohnert Park Vice Chair Elward
Santa Rosa Director Fleming
Sebastopol Director Zollman
Sonoma Director Farrar-Rivas
In alphabetical order by jurisdiction
Jackie Elward, Vice Chair, Sonoma Clean Power
Authority
Attest:

Karen Flores, Clerk of the Board
APPROVED AS TO FORM:

Special Counsel,
Sonoma Clean Power Authority
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Staff Report – Item 10
To: Sonoma Clean Power Authority Board of Directors
From: Stephanie Reynolds, Director of Internal Operations Mike Koszalka, Chief Operating Officer
Issue: Receive Internal Operations Report and Provide Direction as Appropriate
Date: October 2, 2025

RECENT AND UPCOMING WORKSHOPS AT THE CUSTOMER CENTER
• Saturday September 27th: Week Without Driving Kickoff Party 2:00 PM - 4:00 PM (Customer Center - Free, Hosted by North Bay Transit Riders No Registration Required). This will be a kick-off to the Sonoma County implementation of the Week Without Driving, a national event. We will invite elected leaders and members of the public, give specific instructions about how to participate and brainstorm ways to get around Sonoma County without a car. • Saturday October 18th: Preserving through Freezing Workshop w/ the Master Food Preservers 11:00 AM - 1:00 PM (Customer Center - $45, hosted by Master Food Preservers Sonoma County). Discover how easy and effective home freezing can be in this fun, hands-on workshop focused on preparing and preserving a delicious pasta dinner from scratch.
• Saturday October 25th: Art @ SCP: Ghosts of Electricity Exhibit Closing Reception 1:00pm - 4:00pm (Business Center). SCP is hosting an exhibit of 34 works by 5 local artists at our all-electric, “grid optimal” business office. The exhibit will remain on display through a closing reception on Saturday, October 25th.

COMMUNITY ADVISORY COMMITTEE RECRUITMENT FOR 2026
At the August Board of Directors Meeting, Chair Barnacle appointed Directors Zollman, Lemus, Farrar-Rivas, and Albin-Smith. The application for new Committee members is now open and available at: https://sonomacleanpower.org/community-advisory-committee Information regarding the upcoming Committee seats has been provided on 55 of 95

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social media and to all local chambers and various community organizations. Please pass on to your own networks to broaden our search.

PROGRAMS UPDATES
Electric Vehicle Tax Credit Workshop
On August 23, SCP – in partnership with the North Bay Electric Vehicle Association and Redwood Credit Union (RCU) – hosted an informational workshop on EVs and the tax credit termination. Attendees learned about tax credit requirements, deadlines, and incentive information. In addition, SCP’s co-hosts discussed misconceptions of battery degradation and charging access and learned about car purchasing services through RCU. The workshop will be available on SCP’s Virtual Learning Hub.

Electric Vehicle Research
The Department of Motor Vehicles provides Sonoma Clean Power with an annual report on vehicle registrations, including the total number of electric vehicles (EVs) and plug-in hybrids (PHEVs). SCP’s service area has roughly 17,400 EVs and 7,800 PHEVs, however only 1/3 are on an EV rate and therefore easy to identify. To better serve these customers, SCP has been undergoing an EV research exercise to learn where these vehicles are, their charging habits, and how to better serve those customers. Early findings indicate that most EV owners do not rely on a timer for charging and nearly half are located on solar net energy meter accounts, which represents a big opportunity for charging optimization. Staff will continue to bring updates to the Board as new data is available.

UPCOMING MEETINGS
 Community Advisory Committee – October 16, 2025
 Board of Directors – November 6, 2025
 Community Advisory Committee – November 20, 2025
 Board of Directors – December 4, 2025
 Community Advisory Committee – December 18, 2025
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~ Sonoma ~ Clean Power
Staff Report – Item 11
To: Sonoma Clean Power Authority Board of Directors
From: Neal Reardon, Director of Regulatory Affairs
Adam Jorge, Senior Decarbonization Policy Manager
Miles Horton, Legislative Policy & Community Engagement Manager Geof Syphers, Chief Executive Officer
Issue: Receive Legislative and Regulatory Updates, Approve Legislative Positions, and Provide Direction as Appropriate
Date: October 2, 2025
Requested Action
Receive legislative and regulatory updates, approve legislative positions, and provide direction as appropriate.

Regulatory Updates
County of Sonoma Submits Public Records Act Request to California Public Utilities Commission Regarding Power Charge Indifference Adjustment Impact As previously discussed, the CPUC recently adopted a proposal to delay financial credits PG&E owes to CCA customers by up to 4 years. This means that SCP customers will be required to loan millions of dollars to PG&E interest free in 2026.

This decision will create more volatility in electric bills, increasing the risk of years with higher total bills.

Specifically, this Decision modified how the Resource Adequacy (RA) – a product required to support grid reliability – credit is calculated. There were five modifications introduced by CPUC staff. The stated goal of the modifications was to increase the number of transactions included and to increase the accuracy of the result. Sonoma Clean Power staff, working in conjunction with CalCCA, supported 4 of these:
removing affiliate transactions, removing sleeve transactions, combining all RA into the calculation, and calculating monthly values. The Decision adopted those except for calculating monthly values.
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However, it also adopted the modification CalCCA and SCP were most strongly opposed to using historical RA prices instead of the current prices to determine market value. Most problematically, it did so retroactively. In practice, this means the elevated RA prices observed in 2024 would not be fully granted to our customers but would instead be blended with transactions from 2021-2024. As the earlier years had lower prices, the blended value is depressed which results in a lower credit for our customers and higher PCIA charge. We still do not have the underlying data from the earlier transactions to calculate the impact on our customers. However, we estimate the impact will be in the millions of dollars.

This rushed, retroactive change to rates without clear data on the impact is troubling.

However, blending the higher 2024 RA prices into years 2025-2027 would be beneficial for customers’ PCIA credit in the case that future prices do not remain as high. Ultimately, the most significant risk is that there is no guarantee this methodology – using four years instead of one – will stay in place. If the CPUC were to later adjust the credit calculation back to using one year of cost data in the future, the effect would be to transfer costs from one group of customers to another. Such an outcome would violate the CPUC’s obligation to maintain cost indifference, so SCP staff will be watching closely for any indication that the CPUC might be considering this type of future action.

The Decision implements these rapid changes to the methodology by this Fall and grants utilities the ability to apply them immediately. SCP staff, joined by Supervisor Hopkins, met with four Commissioner Offices on this topic. In addition, staff submitted opening comments on this proposal outlining the need for transparency and rate stability. Despite working to educate them on the negative impacts and dangerous precedent this sets, the Decision was adopted.

On July 28th, CalCCA submitted an Application for Rehearing of the Decision. This Application highlights how the CPUC engaged in retroactive ratemaking and relied on a limited procedural record. The CPUC now has 120 days to act on this Application. If they fail to do so, it is considered denied. Such a denial would provide for CalCCA to take this to the Appellate Court.

On September 8th, the County of Sonoma submitted a Public Records Act (“PRA”) request seeking information on the impact of this decision on ratepayers. The PRA, Request 25-516, will be posted on the CPUC website. It is included as an attachment to this report. The CPUC responded on September 18th and indicated they will 58 of 95

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provide a complete response to the request or, if necessary, a status update no later than October 2, 2025.

Sonoma Clean Power and Joint CCA Group Advocacy Earns Key Wins in SB 1221 Neighborhood Decarbonization Pilot Program Proceeding at the CPUC On March 11th, a Joint CCA group submitted comments in a new CPUC proceeding (R.24-09-012) tasked with establishing policies and rules to ensure safe and reliable planning of the gas system. This proceeding, following the passage of SB 1221, directs the utilities to begin planning for targeted decarbonization of specific neighborhoods by replacing gas infrastructure with increased electrical capacity.

Specifically, the legislation requires the utilities to identify and propose 30 pilot projects by 2026. Each pilot intends to gain customer buy-in and voluntarily transition 67% of customer accounts within the project area from gas to all-electric service.

Reaching this benchmark relieves the Gas Utility of its “obligation to serve” natural gas to the participating region in the future. This does not mean that gas is shut off to the neighborhood, but instead that gas service can legally and permanently end when gas infrastructure reaches its end of useful life.

To do this, they will begin by establishing criteria and processes by which to evaluate potential neighborhoods. CPUC staff issued a proposal for stakeholder comments which outlined their vision of how this process should proceed.

Sonoma Clean Power is leading efforts at the CPUC to coordinate a Joint CCA group advocating for a fair, data-driven, and customer-led SB 1221 Pilot Program. Sonoma Clean Power and the Joint CCAs have been largely supportive of the intent of SB 1221 and how CPUC staff envision implementation.

Recent months of coordinated advocacy have yielded several key successes in this proceeding, including:
• The public version of Gas Utilities’ SB 1221 maps includes several critical data layers that confirm which regions include planned near-term gas line replacements. While not perfect, these maps have offered insights into potential pilot zones within SCP’s service area. These maps are interactive and will be refined further at the direction of the Commission. • Overly restrictive non-disclosure agreement (NDA) requirements have been removed from the CPUC-approved NDA, making it easier for CCAs and other key government partners to access the confidential versions of the 59 of 95

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gas system maps without excessive gatekeeping from the Gas Utilities. This allows partnership while also ensuring the protection of sensitive data. • The Joint CCAs have fostered agreement between utilities, environmental advocates, and other parties to the proceeding, with multiple parties citing the specific value that CCAs bring to consensus building and pilot zone identification.
• The Joint CCAs and other parties have emphasized the need for the CPUC to stand up a pilot zone identification process specifically for local government and CCA partners with unique insights into the electric system and customer willingness to participate in a pilot. This point will be reiterated as the proceeding continues to ensure that CCAs create an effective pathway to participate in SB 1221 pilots as appropriate for customers.

The Commission is currently gathering additional feedback from parties to the proceeding and from members of the public. The next suite of decisions will: (1) further direct the Gas Utilities to refine the data made available to the public; (2) determine which organizations are able to support the Gas Utilities in efforts to identify priority zones; (3) begin defining the programmatic criteria for SB 1221 pilot implementation. The Commission intends to define an initial set of priority neighborhood decarbonization zones by January 1, 2026, with additional zones defined every year thereafter. By July 1, 2026, the Commission aims to identify the first set of SB 1221 pilots.

Legislative Updates
Sonoma Clean Power is sponsoring two pieces of legislation at the state level aimed at improving California’s ability to deploy geothermal power, in partnership with the International Union of Operating Engineers, Fervo Energy, and others. At the time of writing, the bills are on the Governor’s desk awaiting his signature or veto.

Descriptions of the relevant bills are below:
• Assembly Bill 527 (Papan) would mirror federal policy by exempting geothermal exploration wells meeting a high standard of environmental stewardship from review under the California Environmental Quality Act (CEQA), so long as the projects use a skilled and trained workforce that is paid at least the prevailing wage. The subsequent buildout phase would still be subject to CEQA. The bill continues to be opposed by a small group of environmental organizations. 60 of 95

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Amendments added by the Senate Natural Resources & Water Committee now also require that the state update its regulations around geothermal power to reflect the rise of new technologies.
• Assembly Bill 531 (Rogers) would allow proposed geothermal power plants to be approved through an existing “one-stop shop” process at the California Energy Commission, known as the “opt-in” process (because a renewable energy developer can voluntarily opt in to using it). While geothermal power plants can theoretically use this process today, there is a 50 MW minimum project size that functionally excludes most geothermal development (which is typically more like 20, 30, or 40 MW in size). Given the value of geothermal power to the grid and the capital-intensive nature of even “small” geothermal projects, this bill aims to ensure that all proposed geothermal power plants have this option available.

Both bills moved forward out of the state Senate by wide margins in early September, thanks in large part to the leadership of Senate leader Mike McGuire. The Governor has until midnight on October 13 to sign or veto all pending legislation.

In the final weeks of the legislative year, the Legislature also enacted a wide-ranging package of energy and environmental legislation, including:
• SB 254 (Becker), which contained energy affordability measures as well as an expansion of investor-owned utilities’ wildfire insurance fund. Because of a number of exciting provisions improving the Energy Commission’s opt-in process (see above) and creating new authority for public entities to finance transmission lines, Sonoma Clean Power joined a coalition of other organizations in support of this legislation after it went into print during the final few days of the legislative year.
• Extension of the state’s cap-and-trade emissions control program (now dubbed “cap-and-invest") through 2045, as well as reform of associated environmental justice provisions and a new spending protocol for associated state revenues (which are disbursed through the Greenhouse Gas Reduction Fund). The cap-and-trade program was previously scheduled to sunset in 2030. • Assembly Bill 825 (Petrie-Norris), which paved the way for new regional electricity markets.

A number of other bills related to petroleum markets, climate bond spending, and more.
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Attachment
 Attachment 1 - Public Records Act Request to the CPUC from the Sonoma County Board of Supervisors
 Attachment 2 – Sonoma Clean Power & coalition letter of support for SB 254 62 of 95

0 MEMBERS OF THE BOARD

COUNTY OF SONOMA

LYNDA HOPKINS BOARD OF SUPERVISORS CHAIR
575 ADMINISTRATION DRIVE, RM. 100A REBECCA HERMOSILLO
SANTA ROSA, CALIFORNIA 95403 VICE CHAIR
DAVID RABBITT (707) 565-2241
FAX (707) 565 CHRIS COURSEY -3778

JAMES GORE
September 8, 2025
Public Records Act Request to the California Public Utilities Commission Legal Division, Public Records Office
California Public Utilities Commission
505 Van Ness Ave, San Francisco, CA 94102
Pursuant to the California Public Records Act (Gov. Code § 6250 et seq.), the County of Sonoma hereby requests access to and copies of all records and analyses pertaining to the impact of Decision D.25-06-049 in the Power Charge Indifference Adjustment Proceeding (R. 25-02-005).

To assist in identifying the responsive documents, the requested records pertain to those created or shared since the initiation of the Rulemaking R. 25-02-005 to the present date. The scope of this request includes, but is not limited to, the following:

1. Any documents showing the estimated financial impact in PG&E territory of adopting the new methodology for calculating Resource Adequacy Market Price Benchmarks in for implementation in 2026, when compared with the original methodology.

2. Any documents showing how PG&E bundled customers will be impacted by the Decision.

3. Any documents showing how Sonoma Clean Power customers will be impacted by the Decision.

4. Any documents showing how the Commission’s adoption of the new methodology for calculating the Resource Adequacy Market Price Benchmark impact credits paid to CCA customers from the Diablo Canyon Power Plant, when compared with the original methodology.

In accordance with Government Code section 6253(c), please respond to this request within ten days. I look forward to your response and am happy to discuss as necessary.

Sincerely,
Lynda Hopkins, Chair
Sonoma County Board of Supervisors
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CLEAN AIR TURN

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~ Clean Power s1ERRA D ~~~~RR~NMENTAL

BUSINESS COUNCIL
***FLOOR ALERT ***
SUPPORT SB 254
The following organizations support SB 254 as an important first step on electricity affordability, saving customers billions of dollars annually while ensuring California's wildfire fund remains solvent through a replenishment mechanism.

California faces an electricity affordability crisis. In just one decade, PG&E rates increased 104%, Southern California Edison rates jumped 83%, and SDG&E bills rose 71%.

Without legislative action, electricity bills will continue climbing, placing even greater financial strain on low- and middle-income families. 85% of voters say it's important for their representatives to do everything possible to lower electricity bills this year.

SB 254 adopts multiple key measures to reduce electricity bills:
● Public financing of transmission: Establishes a Transmission Infrastructure Accelerator to expedite infrastructure development and facilitate public financing to reduce project costs borne by ratepayers by up to 50%, or $3 billion per year. ● Securitization: Ratepayer securitization of $6 billion in wildfire safety capital investments will save ratepayers $3 billion over the next ten years, when compared to utility financing.
● Cost effective wildfire mitigation: Restoring CPUC approval of wildfire mitigation plans will set limits on utility overspending.
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SB 254 also establishes a wildfire fund replenishment mechanism. California's Wildfire Fund could be wiped out entirely by claims from the 2025 Eaton fire. Under this legislation, utility shareholders will contribute 50% of the cost of replenishing the fund, and utility customers will cover the other half. This mechanism will ensure utilities maintain financial stability to continue serving customers.

With electricity rates continuing to surge and the wildfire fund at risk, California cannot afford to wait. SB 254 offers proven solutions that will deliver real savings and lay a foundation that policymakers can build on in future years. Please vote YES on SB 254. 65 of 95
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~ Sonoma ~ Clean Power
Staff Report – Item 12
To: Sonoma Clean Power Authority Board of Directors
From: Adam Jorge, Senior Decarbonization Policy Manager Issue: Receive a Presentation on Energy Sector Regulatory Agencies Date: October 2, 2025
Recommendation
Receive a presentation on key regulatory agencies operating in California’s energy sector and Sonoma Clean Power Authority’s work in agency venues.

Background
California has more than 200 agencies, bureaus, departments, commissions, and authorities with the ability to develop and enforce regulations. The process of developing a regulation – known as “rulemaking” – is a complex and variable process.

Sonoma Clean Power works to lead strategic engagements and advocacy in several of the key regulatory and administrative bodies that oversee the energy sector. This presentation intends to demystify the rulemaking process and provide useful insight into Sonoma Clean Power staff actions to protect ratepayers and foster effective climate and energy policy.

Attachments
 Attachment 1— Regulatory Ecosystems in the Energy Sector PowerPoint Presentation
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Regulatory Ecosystems
in the Energy Sector
Adam Jorge
THE LIFE CYCLE OF LEGISLATION - From Idea Into Law

THE CALIFORNIA LEGISLATURE
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Senior Decarbonization Policy Manager & Regulatory Affairs 2 68 of 95
1 -
- -
-
Lifecycle of a Rulemaking
------?
0 California Energy
Commission (CEC)
Established: 197 4
Parent Agency: California Natural Resources Agency (CNRA) Governance: 5 Commissioners (Chair: David Hochschild)
Staff: 700 - 900
Regulates approval and development of new energy
generation facil ities in the state. Authority to plan, manage, research, fund, inform and administer state energy resources and policies.

Core Functions:

Advancing State Energy Policy
Achieving Energy Efficiency
Investing in Energy Innovation
Developing Renewable Energy
Transforming Transportation
Overseeing Energy Infrastructure
Preparing for Energy Emergencies
akings
lified)
3 5/8/2025
Life Cycle of
Statutory
Requirement Pre rulemaking FormalRulemaking Starts
Agency
Responses to
Comments
Secondary
Comment
Window
•15 Day Comments (Minor)
•45 Day Comments (Major)
Rulem (Simp Initial Public
Comment
(45 Day)
Submission to
OAL OAL Reviews
4 69 of 95
2 California Air Resources
Board (CARB)
Established: 1967
Parent Agency: California Environmental Protection
Agency
Governance: 16 Board Members (Chair: Liane Randolph)
Staff: - 1,800
Primary state agency responsible for reducing air
pollutants and greenhouse gas emissions, with authority to regulate mobile sources, oversee air quality standards, and implement climate programs.

Core Functions:

Protecting Public Health through Clean Air
Reducing Greenhouse Gas Emissions
Advancing Clean Transportation
- Regulating Air Toxics and Criteria Pollutants
- Supporting Environmental Justice
- Conducting Air Quality and Emissions Research

CALIFORNIA

AIR RESOURCES BOARD
5 5/8/2025
6 70 of 95
3 CAISO
Established: 1998 (fully functional ISO in 2008)
Nonprofit Public Benefit Corporation
Governance: Board of Governors. 5 Members (Chair:

Severin Borenstein)
Staff: -900
Responsible for managing the flow of electricity
across high-voltage transmission lines, ensures
reliability, operates competitive wholesale energy
markets, and oversees transmission planning.

Core Functions:

Grid Management
Wholesale Energy Market Operations
Transmission Planning
Renewable Integration
Joint Agency
Efforts

1. Senate Bill 100 Implementation

2. Joint Agency Reliability Planning
Assessment

3. Vehicle-Grid Integration (VGI)
Working Group

4. Gas Transition Planning

5. Joint Agency IEPR Workshops
~ CALIFORN I A f1 ~ AIR RESOURCES BOARD
California ISO
7 5/8/2025




8 71 of 95
4 5 Reasons to Engage
In the Past Year ...

ENGAGEMENT:

Zero Emission Space and Water Heating Regulation (C
Non-Energy Impacts OIIP (CEC)
SB 253,261, and 219 RFI (CARB)
Cap-and-Trade, MRR, and GGRF (CARB)
RPS Guidebook Updates (CEC)
IEPR and CED forecast (CEC)
Demand Response and Load Flexibility engagement (C
SUCCESSES:

Recognition in CARB and CEC venues
Inclusion in rulemaking comment processes
We were contacted multiple times by CARB
and CEC staff for preliminary feedback
Became the first CCA sponsor of CEC's
Building Electrification Summit
Hosted CEC grant workshop in our Customer
Center
9 5/8/2025
Strategic Alignment with Statewide Climate Goals
Access to Funding & Incentives
Influence in Policy Development and Planning Efforts
Program Design & Alignment
Regulatory Foresight and Risk Management
 
 
 

 



10 72 of 95
5 11
5/8/2025
Questions?
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~ Sonoma ~ Clean Power
Staff Report – Item 13
To: Sonoma Clean Power Authority Board of Directors
From: Ryan Tracey, Director of Planning & Analytics
Issue: Receive Update on Sponsored Research at Princeton University for Transmission Planning Under Uncertainty
Date: October 2, 2025
Recommended Action
Receive a presentation on electric power transmission planning. No action.

Introduction
Connecting new power resources to California’s transmission system and ensuring there is sufficient transmission to deliver those resources to cities is the primary factor limiting the pace at which California’s power providers can decarbonize the grid today. Obtaining the right to connect new resources is often simply called “interconnection”.

The scarcity of places where new resources can interconnect and the inflexibility of California’s transmission system to adapt to changes (e.g., a delay in offshore wind development or the rapid growth of data centers) is also one of the greatest drivers for high electricity costs. High costs, in turn, make SCP’s and California’s efforts to decarbonize harder and more expensive.

This item presents the results of SCP’s efforts to change how transmission is planned in California with goals of lowering the total costs and risks of adding new clean power resources and lowering the risks of achieving our climate goals in a world that is changing rapidly. Portions of this staff report are quite technical, but the staff presentation to the Board should help explain the content.

Background
Clean energy technologies are increasingly cost-effective thanks to innovation, federal policy support, and significant improvements in supply chains (including new 75 of 95

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domestic sources). However, limitations in state infrastructure and planning processes mean new clean energy projects face untenable timeframes to interconnect—if they are allowed to interconnect at all. Projects with an approved interconnection benefit from the high demand for clean resources (reinforced by state procurement mandates) and the scarcity of interconnection that enables them to name their price for prospective buyers. The key advantage of independent power producers competing against each other to deliver the best quality and highest value projects for California ratepayers is not realized when interconnection capacity is so severely limited.

Today’s limited interconnection capacity is a result of historic planning processes not foreseeing the current need for transmission capacity. It’s important California doesn’t make this mistake again; otherwise, the state will continue to see long-lasting infrastructure limitations to growth and competition in its energy market—which could have dire affordability consequences. Although CAISO’s recent reforms to the interconnection process address some of the mechanical constraints of studying and allocating capacity (which is needed), they also raise the stakes for getting state grid planning right: the CAISO will now only admit projects to the interconnection queue in areas that have existing or planned capacity in the state’s plan.

The state’s current electric system planning process is “deterministic.” This means that hundreds of assumptions are made for the cost and availability of different technologies, and an optimization model is used to select a cost-optimal portfolio.

The challenge with this approach is that the selected portfolio is only cost-optimal if the hundreds of assumptions end up being accurate. But the inputs to these models are impossible to predict with accuracy: things like load growth, trajectories of technology cost declines, the existence or absence of tax credits, viability of emerging technologies, etc. The current process is not well equipped to study how alternative portfolios might be more robust against these kinds of uncertainties. The selected portfolio could appear cheaper than a portfolio with more diverse resources or more transmission flexibility, but those alternative portfolios are likely more cost-effective across an array of real-world outcomes that vary from the assumptions used for the deterministic cost optimization.

SCP and Peninsula Clean Energy (PCE) sponsored research from Princeton’s ZERO Lab to assess the cost and benefits of energy system planning in California that is responsive to uncertainty, rather than being optimized to a single set of deterministic assumptions. The Princeton ZERO Lab is led by Dr. Jesse Jenkins and is one of the nation’s leading energy systems research labs. Princeton led much of the modeling 76 of 95

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supporting policy in the Inflation Reduction Act and published research on the impact of transmission constraints to realizing its benefits. Dr. Jenkins has also published research on decision-making under uncertainty (DMUU) methods applied to energy system modeling. The primary researcher for the project is PhD Candidate Gabe Mantegna, who previously worked as a Senior Consultant at E3 and ran SB 100 modeling for California.

On the recommendation of the Committee, the SCP Board approved the research partnership agreement with Princeton in June 2024. After investing considerable effort in building a California energy system model with DMUU capabilities over the past year, Princeton has made considerable progress in demonstrating the impact and value of a more robust approach to grid planning. SCP and PCE convened a summit with key decision-makers, stakeholders, and thought leaders in Sacramento on June 25, 2025, to socialize Princeton’s research and kick-off regulatory and legislative advocacy. An overview of the results of the research and a description of the summit are included below as updates for the Board.

Research Results
Princeton has developed a fully functional capacity expansion model for California mirroring the capabilities of E3’s RESOLVE model that is currently used by the CPUC.

Princeton’s model was developed using their open-source GenX platform. Princeton demonstrated that its GenX model was able to fully reproduce the portfolio and transmission upgrade recommendations as RESOLVE given a deterministic set of assumptions—which gave the project confidence that observations from the research are reliable and that the resulting model could be relied on as the basis for portfolio and transmission decisions California is making today. A key priority for SCP and PCE was that the project was not just an “academic exercise” but something that created a tool that could be immediately used for state planning and regulatory advocacy.

After benchmarking its GenX model, Princeton developed a formulation for applying decision-making under uncertainty to the model’s optimization. Princeton evaluated a number of DMUU methods and ultimately recommended applying a technique called “robust optimization” (RO). RO is a DMUU technique of optimizing a system against varying degrees of downside risk. Unlike other DMUU techniques, RO is not dependent on subjective characterizations of uncertainty distribution—but rather enables decision-makers to tune their risk tolerance for downside scenarios and understand the resulting costs and benefits of that decision. 77 of 95

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Princeton worked with SCP and PCE on identifying the uncertainties to include in the scope of the optimization. Sensitivity analysis was completed to ultimately inform the uncertainties that were included in the DMUU optimization. Examples include high/low load growth, continuation/expiration of federal tax credits, large range of available out-of-state resources, availability of emerging technologies like next-generation geothermal, range of offshore wind viability (including none), and business-as-usual vs increased costs for maintaining natural gas capacity.

The Princeton DMUU model is set up with two stages: a first stage comprised of portfolio decisions before the end of 2030 and a second stage for portfolio decisions thereafter. Given their lead time and impact on the options available in the second stage, transmission decisions must be made in the first stage. The model is tested against various combinations of downside scenarios, with the goal of selecting first-stage decisions that minimize the cost impacts of the modeled downside scenarios.

Princeton studied a “Robust – Low” case where one downside uncertainty is tested at a time, a “Robust – Mid” case where combinations of two downsides are tested, and a “Robust – High” with combinations of three downsides. Moving from a deterministic scenario to a “Robust – High” scenario can be seen as increasing the level of a portfolio’s “robustness”.

Importantly, Princeton found that the main result of adding robustness is an increased investment in transmission. Figure 1 shows how the decisions made in stage 1 evolve with increased robustness from a deterministic optimization (left) up to a portfolio robust across combinations of three downside risks (right – “Robust – High”).

Although there are some changes in the composition of the resource portfolio, the main observed difference is the scale of transmission build-out. Transmission allows decisions in stage 2 to be much more flexible in responding to unexpected conditions compared to a portfolio optimized for a deterministic set of assumptions. 78 of 95
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Figure 1. First Stage Portfolio Composition vs. Robustness Increasing robustness isn’t free and it’s important to understand both the costs and benefits to properly calibrate RO. Figure 2 shows that the robust scenarios are more expensive than the deterministic portfolio. Figure 3 demonstrates the financial benefits of investing in more first stage costs – the tail risk on the deterministic scenario is cut in half with the “Robust – Low” scenario and greatly reduced in the “Robust – Mid” scenario. Although the “Robust – High” scenario offers further reductions, it’s much less measurable. The “Robust – Mid” results show that there is a “sweet spot” where future cost risks for California’s electric system can be largely mitigated with minimal near-term cost impact. That “sweet spot” includes significant increased investment in transmission capacity.
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Figure 2. First Stage Costs vs. Robustness (Billion 2022$ per Year) Figure 3. Second Stage Costs vs. Robustness (Billion 2022$ per Year) Princeton has also developed a DMUU formulation that allows the impact of upside scenarios to be tested alongside RO. A benefit not captured in Figure 3 is that increased transmission investment provides the state with more flexibility to not only respond to poor outcomes but also be more opportunistic about unexpected opportunities. Princeton will include details about incorporating upsides in its research paper, which is expected to be in pre-print by the end of October.

Princeton also plans on testing more than two modeling stages and performing 80 of 95

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production cost modeling on the optimized portfolios before finishing the research project later this year. The GenX model, including the DMUU formulation and all input data, will be open-source and shared with SCP, PCE, and the energy system modeling community to build upon and use for planning purposes and further research following conclusion of the project.

Sacramento Summit – June 25, 2025
SCP and PCE convened a summit with 68 participants at the University of California’s Student and Policy Center in Sacramento to share Princeton’s research and facilitate a broader discussion of techniques and approaches to grid planning under uncertainty.

Participants included regulators and state agencies (CPUC, CEC, CAISO), academia (Princeton, UC Berkeley, UC Merced, Stanford), peer utilities (CalCCA, Silicon Valley Clean Energy, PG&E, SCE), NGOs (CATF, TNC, Net-Zero California), energy modelers, and legislative staff.

In addition to Princeton’s research, the summit included four presentations from other members of the energy system modeling community pursuing similar initiatives. GridLab provided an overview of techniques to quickly model and optimize systems that can deal with uncertainty and complexity. Stanford presented its approach to pro-active and more geographically granular transmission planning.

E3 discussed its approach to supporting the Central Procurement Entity decision on offshore wind given uncertainty and discussed adaptive planning approaches.

Berkeley shared the results of a case study in discussing how to handle uncertainty in 81 of 95

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California’s grid planning. The presentations demonstrated weaknesses in the state’s current process and toolbox, and the opportunity and value of more sophisticated approaches to energy system planning. SCP has prepared an event summary, including links to slides and notes captured during discussion available at this link.

A key takeaway from the research at the summit is that the state would benefit from new approaches to energy system planning. The current deterministic approach is dangerously dependent on a single set of assumptions – as demonstrated in the downside tail for Figure 3. The state should consider adopting a DMUU approach to planning and prioritize mitigating future risks with near-term infrastructure investments. Increased investment in transmission should be seen through this lens; not necessarily as an incremental cost to ratepayers, but a reasonable investment in providing long-term protection from out-of-control system costs. Applying more sophisticated methods will require more resources, and the legislature should support increasing the personnel, tools, and budget for the CPUC Integrated Resource Plan (IRP) team. The state should also prioritize providing comprehensive and standardized datasets that can be used by the stakeholder community in open-source tools to crowd-source innovation and new approaches to planning California’s future grid.

Next Steps
Princeton has shifted its focus from modeling to preparing a policy white paper and publishing a peer-reviewed paper on its research. SCP plans on using these papers to further socialize Princeton’s research and promote its adoption.

At the beginning of July, the CPUC initiated a new rulemaking proceeding for the upcoming IRP process. SCP submitted joint comments with PCE on the proceeding, drawing from Princeton’s research shared at the summit, to begin advocacy in earnest on applying DMUU techniques to plan California’s energy system. In addition to submitting comments, SCP held two ex parte meetings with Commissioner offices to share the research and opportunities for applying DMUU in IRP. SCP also socialized the research with lawmakers while in Sacramento for the summit and is considering legislative opportunities to increase the state’s energy planning resources and expectations. SCP has also had an initial meeting with other members of CalCCA to work towards building a CCA coalition that supports robust planning.

SCP has contracted with Resilient Transition, a firm led by researcher Gabe Mantegna, to update the GenX model to include updates expected in the CPUC’s 82 of 95
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2025 IRP. The updated model will be used in parallel with the state’s process to provide SCP with the ability to provide the CPUC with well-informed feedback on the value and trade-offs of different resource and transmission investment decisions. The model will also apply a similar DMUU and robust optimization approach to SCP’s own portfolio decisions.

Committee Discussion
Staff shared this update on Princeton’s research with the Committee in July. The Committee asked for additional details on how increased transmission investments recommended by Princeton’s model would be funded, which staff clarified would be done through the normal process of rate-basing investments that are then recovered through the transmission access charge paid by ratepayers. Staff also clarified that the downside scenarios reproduced from the model without transmission investment would similarly be borne by ratepayers. The Committee also highlighted concerns that pressure on the grid is only expected to grow from more extreme weather, growth in data centers, and electrification, underscoring the value of improving the flexibility of planning for future transmission needs.
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~ Sonoma ~ Clean Power
Staff Report – Item 14
To: Sonoma Clean Power Authority Board of Directors
From: Carolyn Glanton, Programs Operations Manager
Felicia Smith, Director of Programs
Issue: Approve and Authorize the Chief Executive Officer or His Designee to Negotiate and Execute Professional Services Agreements with All In Heating and Cooling LLC (Not-To-Exceed $130,000) and Synergy Companies, Inc. (Not-To-Exceed $488,000) For Smart Thermostat Installations and Appliance Assessments, Both Through December 31, 2027
Date: October 2, 2025
Recommendation
Approve and authorize the Chief Executive Officer or his designee to negotiate and execute Professional Services Agreements with All In Heating and Cooling LLC (not-to-exceed $130,000) and Synergy Companies, Inc. (not-to-exceed $488,000) for smart thermostat installations and appliance assessments, both through December 31, 2027.

Background
This item relates to the GridSavvy Rewards Virtual Power Plant (VPP) project funded by the California Energy Commission (CEC) under grant agreement EPC-24-039. The objective of the GridSavvy Rewards VPP project is to expand automated smart devices participation in low-income and disadvantaged communities (DACs).

On December 5, 2024, the Board approved the contract with the CEC, accepting the grant award of $4,995,640 for the GridSavvy Rewards VPP Project and SCP’s match budget of $1,091,000 over four years.

These two agreements with Synergy Companies, Inc. and All In Heating and Cooling LLC will implement Task 3 of the grant agreement, which focuses on the direct installation of smart thermostats for low-income customers. 85 of 95

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Discussion
Overview
These proposed agreements will support direct installation of smart thermostats and conduct appliance assessments at no cost to customers with functioning central air conditioning that are enrolled in CARE/FERA energy bill discount programs. The smart thermostats will be enrolled in GridSavvy Rewards, allowing the customers to support load flexibility while receiving incentives for ongoing participation. This initiative addresses upfront cost and installation barriers that have traditionally prevented customers from participating in load flexibility incentives with smart devices.

Vendor Selection Process
Initially, SCP released a Request for Proposals (RFP) to identify potential installation partners. The RFP process did not yield any qualified vendors that met all our requirements for this specialized work. Following this outcome, SCP staff directly approached several vendors with known expertise in utility installations, as well as local contractors with strong ties to the communities we serve.

Selected Partners
Through this targeted outreach, All In Heating and Cooling and Synergy were selected. All In Heating and Cooling was identified as a well-suited partner based on their established presence in Mendocino County, deep knowledge of local housing stock, ability to serve rural communities effectively and commitment to high-quality customer service. All In Heating and Cooling will serve Mendocino County with approximately 200 homes. Synergy Companies was identified as a well-suited partner based on their extensive experience working with utilities, installing water and energy measures in residential properties and robust methods for ensuring quality installations and customer support. Synergy will serve Sonoma County with approximately 800 homes and may supplement coverage in Mendocino County if needed.

Scope of Work
The scope of work includes two distinct components:

1. Smart Thermostat Installation
• Installation of smart thermostats in eligible low-income households 86 of 95
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• Smart thermostat enrollment in GridSavvy Rewards
• Customer education on optimal thermostat use and GridSavvy Rewards participation

2. Appliance Assessment
• Collection of data on existing appliances, their age, condition, and potential for electrification
• Documentation of panel capacity and other infrastructure considerations The scope includes prevailing wage compensation for workers performing the installations and assessments.

Funding
SCP expanded the grant scope by adding appliance assessments, leveraging the contractor's presence in customer homes to gather valuable data. This data will inform future SCP energy efficiency opportunities specifically designed for low-income households. This strategic approach creates efficiencies in outreach and implementation while maximizing benefits to customers. While the CEC grant will fund the smart thermostat installations and administration, SCP will fund the complementary appliance assessments.

Fiscal Impact
Funding for these agreements with a total not-to-exceed amount of $618,000 comes from two sources: the CEC grant and SCP. The CEC grant will cover $333,000 for smart thermostat installation and project management. The remaining $285,000 for appliance assessments will be spread over multiple fiscal years, with $40,000 allocated in the current fiscal year budget, and remaining costs requiring approval in future fiscal year budgets.

Agency Goals
This initiative directly supports several of SCP's agency goals. By creating a virtual power plant with dispatchable load, this program could help reduce electricity procurement costs during high-cost periods, which could contribute to rate stabilization efforts (Goal 1). This program specifically targets low-income customers, providing them with no-cost smart thermostats and valuable energy management tools they might otherwise be unable to access (Goal 2). The installation of smart 87 of 95
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thermostats through this program directly contributes to building SCP's capacity to dispatch customer loads, helping reach the 7 MW target while reducing supply resource costs and cutting emissions (Goal 9).

Community Advisory Committee Review
The Community Advisory Committee unanimously voted to recommend the Board approve and authorize the CEO or his designee to negotiate and execute professional services agreements with All In Heating and Cooling LLC (not-to-exceed $130,000) and Synergy Companies, Inc. (not-to-exceed $488,000) for smart thermostat installations and appliance assessments, both through December 31, 2027.

Attachments
 Attachment 1 – Draft Agreement with All In Heating and Cooling, LLC, which can be found at this link or by request to the Clerk of the Board.  Attachment 2 – Draft Agreement with Synergy Companies, Inc., which can be found at this link or by request to the Clerk of the Board. 88 of 95

~ Sonoma ~ Clean Power
Staff Report – Item 15
To: Sonoma Clean Power Authority Board of Directors
From: Danielle McCants, Customer Operations Manager
Issue: Receive an Update on Sonoma Clean Power Authority’s Internship Program Structure and Recent Developments
Date: October 2, 2025
Recommendation
Receive a presentation on the structure, goals, and recent developments of Sonoma Clean Power’s (SCP) Internship Program, including highlights from the current cycle and future planning efforts.

Background
Since its formation, Sonoma Clean Power has supported student development through internships, recognizing the mutual benefit of investing in future professionals while advancing SCP’s mission. What began as an informal arrangement has evolved into a structured, multi-phase program that offers meaningful learning experiences for students and valuable contributions to SCP’s operations. This report provides an overview of that evolution, the current program structure, and the impact the internship program continues to have both within the organization and in the broader community.

Discussion
Since its formation, Sonoma Clean Power has supported student development through internships, recognizing the mutual benefit of investing in future professionals while advancing SCP’s mission. What began as an informal arrangement has evolved into a structured, multi-phase program that delivers meaningful learning experiences for students and valuable contributions to SCP operations.
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Program History
SCP’s earliest interns came through Sonoma Water and helped support outreach efforts. In the early years, interns were placed within individual departments to meet immediate team needs, but the approach lacked consistency and development opportunities. With the opening of the Customer Center in 2021, leadership envisioned a more structured internship model. While operational demands initially took priority, feedback from interns and staff laid the foundation for the current three-phase framework.

Recruitment Strategy
In 2024, SCP launched its three-phase model alongside an expanded recruitment strategy. Interns are primarily sourced through local colleges such as Santa Rosa Junior College, Mendocino College, and Sonoma State University, as well as the Sonoma Corps program led by the Career Technical Education Foundation of Sonoma County. Sonoma Corps provides high school seniors with a pathway into the workforce through post-graduation internships and scholarship funding. SCP’s participation supports regional workforce development and offers exposure to clean energy careers.

Program Structure
The internship program is a one-year program with a total of four interns per year.

Two Sonoma Corps interns begin in July, and two college interns start in January.

This staggered schedule ensures that at any given time, at least two interns are familiar with SCP operations, have completed customer service training, participated in events and tabling, and gained exposure to all SCP programs.

SCP’s internship includes three phases:
• Phase 1: Onboarding & Customer Center – Interns begin with structured onboarding and learn about SCP’s services through frontline customer engagement.
• Phase 2: Department Rotations – Interns rotate through departments such as Customer Service, Programs, Internal Operations, and Marketing. • Phase 3: Career Preparation – Interns receive support with resumes, mock interviews, and informational interviews to support their next steps. 90 of 95

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Program Impact
SCP has hosted 29 interns to date, with 8 hired into permanent roles. Many others have continued into sustainability-related careers or higher education, including positions at Tesla, Calpine, County of Napa, and other CCAs. Interns have contributed to high-value projects, such as:
• Estimating financial impacts of missing usage data
• Analyzing drop rates and late payments to inform collections strategies • Modeling housing sector emissions scenarios for long-term planning • Evaluating rate policy impacts for NEM customer transitions • Recommending improvements to customer-facing content
Interns also support internal culture by fostering cross-departmental collaboration, fresh insights, and stronger mentoring capacity among staff.

Lessons Learned
Earlier internship efforts lacked structure and professional development focus. In response, SCP introduced onboarding processes, SMART goals, and broader rotations. The addition of HR has strengthened the career prep phase, including mock interviews, resume help, and guidance on benefits and job classifications.

Future Plans
SCP will continue refining the program with an emphasis on onboarding, project alignment, and intern evaluation. Some departments have unique intern needs that don’t always fit the current model, so adjustments are being explored to better support those variations.

SCP plans to continue recruiting locally and stay involved with CTE’s evolving Path to Purpose program. If that pipeline becomes less viable, SCP will pivot to open recruitment to maintain program continuity.

Attachments
 Attachment 1 – Presentation on Internship Program
 Attachment 2 - SCP Internship Program Summary, which can be found at this link or by request to the Clerk of the Board.
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Internship Program Update
From Early Intern Support to a Structured Talent Pipeline Danielle Mccants, Customer Operations Manager
Program Overview
29 interns hosted since program launch
Originally informal, department-based roles
Evolved into a structured, three phase model in 2024
Recruited from SRJC, SSU, Mendocino College, and
local high schools
Focused on developing local talent
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Why the Change
Interns wanted structure and
development
Lack of onboarding and mentorship
Feedback from staff and interns
aligned
Shift to a cross-department model
Program Structure
Phase 1: Onboarding and
Customer Center
Phase 2: Department rotations
Phase 3: Career preparation
Includes: resume building, KPI
development, job offer literacy,
mock interviews
Looking back, how do you think the
new three phase structure could
have benefitted you?
'' The added structure would have elevated
the internship. While independent
exploration was valuable, having formal
mentorship and guided opportunities would
have provided additional direction and
helped me grow more intentionally within
the agency.
''
How did the internship affect your
career goals or confidence?
I felt that the internship really helped
me visualize my strengths, through
projects and professional interactions. It
really made it easier to find things I
enjoy and excel at when I knew what I
could do.
-ElenaM.
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Intern Impact
8 interns hired as full-time SCP staff
Alumni placed at Tesla, Calpine, CCAs
Key projects:

NEM cash out analysis
Smart Thermostat webpage
feedback
Housing emissions model
PCE - Sr Analyst, Account Services
Organizational Value
Interns bring fresh
perspective
How has mentoring interns
contributed to your own
professional growth?
Staff gain mentoring
experience
Enhances cross-team
collaboration
Why do you believe SCP's internship
program is valuable to the organization?
'' When SCP helps grow the professional
energy/ environmental/ sustainability professional
workforce, we cultivate our institutional
knowledge, values, and perspectives in that young
professional - that carries forward in the work we
do, and, hopefully, they continue to educate others
and propagate our messages/ethics in the future
work they do.
- Adam J. (SCP Sr Decarbonization Policy
Manager) ff
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Looking Ahead
Continue refining 3-phase model
Adjust to Path to Purpose changes
Explore open recruitment as needed
Assess department-specific intern needs and how they align with the existing internship structure
Next recruitment anticipated for Fall 2025 for a January 2026 start date Thank you
Danielle Mccants
Customer Operations Manager
~ Sonoma
=::::: Clean Power
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