Silicon Valley Clean Energy Board of Directors
December 13, 2023

Staff Report – Item 1g
Item 1g: Authorize the Chief Executive Officer to Execute an Agreement with Energy and Environmental Economics (E3) for Long-term Clean Energy Pathways Portfolio Analysis
From: Girish Balachandran, CEO
Prepared by: Maren Wenzel, Senior Manager of Energy Policy and Regulatory Analysis Monica Padilla, COO and Director of Power Resources
Date: 12/13/2023

RECOMMENDATION
Staff recommends that the Board authorizes the Chief Executive Officer (CEO) to finalize and execute the attached agreement with Energy and Environmental Economics (E3) with non-substantive changes approved by the CEO and subject to final review. The agreement has a not-to-exceed cost of $255,000.

BACKGROUND
Since its formation in 2016, SVCE’s mission has been to provide clean, affordable and reliable electricity and programs to its member communities. During this time policy makers have increased renewable mandates and expedited timelines for achieving them, a trend that may continue into the future. The initial SB100 report, completed by the Joint Agencies (California Public Utilities Commission, California Energy Commission and California Independent System Operator) shows a need for over 180,000 MW of additional capacity to be added to the grid by 2045. To achieve this, California will need to interconnect roughly as much capacity every year between now and 2045 as it has ever achieved. Buying, developing and interconnecting this capacity in an affordable manner will be a major challenge and undertaking in the coming years. As the grid evolves, SVCE remains dedicated to helping ensure the energy transition is successful, and recognizes the need to assess the various pathways to achieving a clean grid.

Along with changes to compliance mandates, stakeholders continue to re-assess and re-define “clean”. While historically achieving 100% clean on an annual basis through the use of both new and existing resources put SVCE far in advance of other LSEs, current policy dictates all LSEs achieve that goal by 2045. Thought leadership in the clean energy space is increasingly turning toward the need for incremental resources providing clean, firm energy which can dispatch across all hours of the day. However, there remains debate as to how to best set a clean standard which also maintains a reliable and affordable grid.

Some clean energy proponents see value in LSEs’ portfolios matching their demand with clean energy supply each hour of the year (“24/7 clean”) and that to truly decarbonize the grid must provide clean energy in all hours. Others note that this loses the benefits of participating in a marketplace such as the California Independent System Operator (CAISO). Blended approaches such as Google’s Carbon Free Energy (“CFE”) scoring system value both the entity’s clean portfolio and the system emissions. Still others suggest that it is better to focus on new incremental build over any particular annual target given the urgent need to build out the electricity system as a whole. Each approach will have unique benefits, risks and policy considerations and, to the best of SVCE staff’s knowledge, no study has been conducted comparing the value propositions of each.

Item 1g
SILICON VALLEY \3/ CLEAN ENERGY
Agenda Item: 1g Agenda Date: 12/13/2023

In 2024, SVCE will file an updated Integrated Resource Plan to the California Public Utilities Commission (CPUC). This document is intended to provide the CPUC and broader stakeholder group a planning portfolio from SVCE and all other CPUC jurisdictional LSEs which can be used for a variety of planning activities across the state agencies. While this is a planning document and should not be enforced, LSEs should provide a portfolio that represents a “best guess” of its future procurement activities. For that reason, it is important for SVCE to review its clean energy strategy ahead of this filing.

In October 2023, the Board approved the fiscal year 2024 (FY 24) Strategic Plan includes strategic focus area:

Expand Clean and Reliable Grid Actions: Explore 24x7 clean energy delivery at scale and evaluate SVCE’s role in enhancing distribution and transmission reliability.

To adequately be able assess SVCE’s ability and merits of achieving 24x7 at scale, modeling and analysis beyond existing staff resources and tools are necessary. In Fall 2023 SVCE began discussions with Energy and Environmental Economics (“E3”), a leading energy consulting firm which has provided its expertise to California electricity sector planning activities for many years. To staff’s best knowledge no other entity exists with the level of knowledge and analytical capabilities as E3. As such, staff requested a scope of work be developed which would provide analysis to assess portfolio requirements for various clean energy targets.

ANALYSIS & DISCUSSION
Over the past several months, SVCE staff has begun conversations with the board on “clean energy pathways”, including a board study session in June 2023. SVCE staff believes assessing these pathways, with consideration to the costs, benefits and risks will help provide insights which will inform either an update to the organization’s long-term clean strategy or re-affirm its current strategy. These results will help staff assess the costs, viability and risks associated with each clean energy pathway.

Given E3’s unique capabilities and the need to develop timely portfolios and/or pathways to inform both the Board-directed strategic focus area and SVCE’s 2024 IRP, staff recommends retaining E3 based on a sole-source justification.

If adopted, the E3 engagement will provide SVCE with the results of several portfolios:

Target Description Scenarios Tested
Annual matching scenarios Annual GHG-free target (no hourly matching) 100%, 98%, 95%, 90%
24/7 hourly matching scenarios Achieving hourly matching at a set percentage of hours per year
100%, 98%,
95%, 90%
Carbon Free Electricity (CFE)
scenarios
Utilize Google’s CFE methodology to assess
portfolio needs
90%, 95%
Minimum compliance Portfolio which only meets current state compliance minimums. Primarily for comparison/ baseline.

N/A
Staff will use these results to assess benefits, risks and viability of each portfolio to help determine a least regrets path toward meeting its mission of providing clean, affordable and reliable electricity to its member communities. Results from this work will be presented to the board for discussion, with a target date of June 2024.

STRATEGIC PLAN
The proposal supports SVCE’s updated 2023 Strategic Plan Goal 6, “Plan for resources to meet the SVCE mission while balancing multiple stakeholder objectives”, measure 1 “Integrated Resource Planning – develop pathway to affordable, reliable and carbon-free power supply by 2035 and beyond (2045)”. This work will act as the pathway analysis to determine the best means for SVCE to meet its goals to achieve a clean, reliable and affordable portfolio over the long-term.

Item 1g
Agenda Item: 1g Agenda Date: 12/13/2023

ALTERNATIVE
There are two possible alternative options to complete this work. First, SVCE could attempt to complete this analysis in house utilizing internal or publicly available models. Given available personnel, resources and likely quality of output due to available analytical tools, this option is not preferable. Alternatively, SVCE could issue an Request for Proposal (RFP) for similar services. Staff believes a sole source selection of E3 is justified in this case on multiple grounds. First, as noted above, E3 is uniquely qualified as the leading consulting group for California system planning. Secondly, timing constraints for completion of this work, make an RFP process difficult. The next IRP will need to be approved and submitted to the CPUC by November 2024. Inclusion of the portfolio scenarios, will need to happen no later than June 2024 in order to develop an informed and useful IRP for Board consideration. Should the Board direct staff to issue an RFP for the services contemplated, analysis and pathway discussions will be delayed by at least three months.

FISCAL IMPACT
The proposed agreement has a not-to-exceed amount of $255,000. SVCE’s 2023-2024 budget included adequate funds for consulting services to cover this contract within its approved operating budget.

ATTACHMENTS

1. Draft agreement contract with Energy and Environmental Economics

2. Scope of Work from Energy and Environmental Economics Item 1g
1/2023 Version

AGREEMENT BETWEEN THE SILICON VALLEY CLEAN ENERGY AUTHORITY AND

ENERGY AND ENVIRONMENTAL ECONOMICS
FOR
24/7 HOURLY MATCHING ANALYSIS
THIS AGREEMENT, is entered into this 15th day of December, 2023, by and between the SILICON VALLEY CLEAN ENERGY AUTHORITY, an independent public agency, ("Authority"), and Energy and Environmental Economics (E3), a California Corporation whose address is 44 Montgomery Street, Suite 1500, San Francisco CA 94104 (hereinafter referred to as "Consultant") (collectively referred to as the “Parties” and individually as a “Party”).

RECITALS:

A. Authority is an independent public agency duly organized under the provisions of the Joint Exercise of Powers Act of the State of California (Government Code Section 6500 et seq.) (“Act”) with the power to conduct its business and enter into agreements.

B. Consultant possesses the skill, experience, ability, background, certification and knowledge to provide the services described in this Agreement pursuant to the terms and conditions described herein.

C. Authority and Consultant desire to enter into an agreement for consulting services related to portfolio forecasting and analysis related to clean portfolio pathways for SVCE described in the attached Appendix A upon the terms and conditions herein.

NOW, THEREFORE, the Parties mutually agree as follows:

1. TERM
The term of this Agreement shall commence on December 15, 2023, and shall terminate on May 30th, 2024, unless terminated earlier as set forth herein.

2. SERVICES TO BE PERFORMED
Consultant shall perform each and every service set forth in Exhibit "A" pursuant to the schedule of performance set forth in Exhibit "B," both of which are attached hereto and incorporated herein by this reference.

3. COMPENSATION TO CONSULTANT
Consultant shall be compensated for services performed pursuant to this Agreement in a total amount not to exceed two hundred and fifty-five thousand dollars ($255,000.00) based on the rates and terms set forth in Exhibit "C," which is attached hereto and incorporated herein by this reference.

4. TIME IS OF THE ESSENCE
Consultant and Authority agree that time is of the essence regarding the performance of this Agreement.

Item 1g
Attachment 1
1 Draft Agreement: Energy and Environmental Economics DRAFT 1/2023 Version

5. STANDARD OF CARE
Consultant agrees to perform all services required by this Agreement in a manner commensurate with the prevailing standards of specially trained professionals in the San Francisco Bay Area under similar circumstances and in a manner reasonably satisfactory to Authority and agrees that all services shall be performed by qualified and experienced personnel. Consultant shall be responsible to Authority for any errors or omissions in the performance of work pursuant to this Agreement. Should any errors caused by Consultant be found in such services or products, Consultant shall correct the errors at no additional charge to Authority by redoing the professional work and/or revising the work product(s) called for in the Scope of Services to eliminate the errors.

Should Consultant fail to make such correction in a reasonably timely manner, such correction may be made by Authority, and the cost thereof shall be charged to Consultant. In addition to all other available remedies, Authority may deduct the cost of such correction from any retention amount held by Authority or may withhold payment otherwise owed Consultant under this Agreement up to the amount of the cost of correction.

6. INDEPENDENT PARTIES
Authority and Consultant intend that the relationship between them created by this Agreement is that of an independent contractor. The manner and means of conducting the work are under the control of Consultant, except to the extent they are limited by statute, rule or regulation and the express terms of this Agreement. No civil service status or other right of employment will be acquired by virtue of Consultant's services. None of the benefits provided by Authority to its employees, including but not limited to, unemployment insurance, workers’ compensation plans, vacation and sick leave are available from Authority to Consultant, its employees or agents. Deductions shall not be made for any state or federal taxes, FICA payments, PERS payments, or other purposes normally associated with an employer-employee relationship from any fees due Consultant. Payments of the above items, if required, are the responsibility of Consultant. Consultant shall indemnify and hold harmless Authority and its elected officials, officers, employees, servants, designated volunteers, and agents serving as independent contractors in the role of Authority officials, from any and all liability, damages, claims, costs and expenses of any nature to the extent arising from Consultant’s personnel practices. Authority shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to Authority from Consultant as a result of Consultant’s failure to promptly pay to Authority any reimbursement or indemnification arising under this section.

7. NO RECOURSE AGAINST CONSTITUENT MEMBERS OF AUTHORITY Authority is organized as a Joint Powers Authority in accordance with the Joint Powers Act of the State of California (Government Code Section 6500 et seq.) pursuant to a Joint Powers Agreement dated March 31, 2016, and is a public entity separate from its constituent members.

Authority shall solely be responsible for all debts, obligations and liabilities accruing and arising out of this Agreement. Consultant shall have no rights and shall not make any claims, take any actions or assert any remedies against any of Authority’s constituent members in connection with this Agreement.

8. NON-DISCRIMINATION
In the performance of this Agreement, Consultant, and any subconsultant under the Consultant, shall not discriminate against any employee, subcontractor or applicant for employment because of race, color, religious creed, sex, gender, gender identity, gender Item 1g
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expression, marital status, national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information, sexual orientation, military or veteran status, or other basis prohibited by law, except as provided in Government Code section 12940. Consultant shall have responsibility for compliance with this Section.

9. HOLD HARMLESS AND INDEMNIFICATION
A. General Indemnification. To the fullest extent permitted by law, Consultant shall, at its sole cost and expense, defend, hold harmless and indemnify Authority and its elected officials, officers, attorneys, agents, employees, designated volunteers, successors, assigns and those Authority agents serving as independent contractors in the role of Authority officials (collectively “Indemnitees”), from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, expenses, judgments, penalties, liens, and losses of any nature whatsoever, including fees of accountants, attorneys, or other professionals and all costs associated therewith and the payment of all consequential damages (collectively “Liabilities”), in law or equity, whether actual, alleged or threatened, which arise out of, are claimed to arise out of, pertain to, or relate to the acts or omissions of Consultant, its officers, agents, servants, employees, subcontractors, materialmen, consultants or their officers, agents, servants or employees (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of this Agreement, including the Indemnitees’ active or passive negligence, except for Liabilities arising from the sole negligence or willful misconduct of the Indemnitees as determined by court decision or by the agreement of the Parties. Consultant shall defend the Indemnitees in any action or actions filed in connection with any Liabilities with counsel of the Indemnitees’ choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs actually incurred in connection with such defense. Consultant shall reimburse the Indemnitees for any and all legal expenses and costs incurred by Indemnitees in connection therewith.

B. Intellectual Property Indemnification. Consultant hereby certifies that it owns, controls, or licenses and retains all right, title, and interest in and to any intellectual property it uses in relation to this Agreement, including the design, look, feel, features, source code, content, and other technology relating to any part of the services and including all related patents, inventions, trademarks, and copyrights, all applications therefor, and all trade names, service marks, know how, and trade secrets (collectively referred to as “IP Rights”), except as otherwise expressly provided by this Agreement. Consultant warrants that the services to be provided pursuant to this Agreement do not infringe, violate, trespass, or constitute the unauthorized use or misappropriation of any IP Rights of any third party. Consultant shall indemnify, defend, and hold Indemnitees, harmless from and against any Liabilities by a third party that the services to be provided pursuant to this Agreement infringe or violate any third-party’s IP Rights, provided any such right is enforceable in the United States. Such costs and expenses shall include reasonable attorneys’ fees of counsel of Authority’s choice, expert fees and all other costs and fees of litigation.

C. The acceptance of the services by Authority shall not operate as a waiver of these rights of indemnification. The hold harmless and indemnification provisions of this Section shall apply regardless of whether or not any insurance policies are determined to be applicable to the Liability.

D. Consultant’s indemnifications and obligations under this section shall survive the expiration or termination of this Agreement.

Item 1g
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10. INSURANCE
A. General Requirements. On or before the commencement of the term of this Agreement, Consultant shall furnish Authority with certificates showing the type, amount, class of operations covered, effective dates and dates of expiration of insurance coverage in compliance with the requirements listed in Exhibit "D," which is attached hereto and incorporated herein by this reference. Such insurance and certificates, which do not limit Consultant’s indemnification obligations under this Agreement, shall also contain substantially the following statement:
"Should any of the above insurance covered by this certificate be canceled or coverage reduced before the expiration date thereof, the insurer affording coverage shall provide thirty (30) days’ advance written notice to the Authority by certified mail, Attention: Chief Executive Officer." Consultant shall maintain in force at all times during the performance of this Agreement all appropriate coverage of insurance required by this Agreement with an insurance company that is acceptable to Authority and licensed to do insurance business in the State of California.

Endorsements naming the Authority as additional insured shall be submitted with the insurance certificates.

B. Subrogation Waiver. Consultant agrees that in the event of loss due to any of the perils for which he/she has agreed to provide comprehensive general and automotive liability insurance, Consultant shall look solely to his/her/its insurance for recovery. Consultant hereby grants to Authority, on behalf of any insurer providing comprehensive general and automotive liability insurance to either Consultant or Authority with respect to the services of Consultant herein, a waiver of any right to subrogation which any such insurer of Consultant may acquire against Authority by virtue of the payment of any loss under such insurance.

C. Failure to Secure or Maintain Insurance. If Consultant at any time during the term hereof should fail to secure or maintain the foregoing insurance, Authority shall be permitted to obtain such insurance in the Consultant's name or as an agent of the Consultant and shall be compensated by the Consultant for the costs of the insurance premiums at the maximum rate permitted by law and computed from the date written notice is received that the premiums have not been paid.

D. Additional Insured. Authority, its members, officers, employees and volunteers shall be named as additional insureds under all insurance coverages, except any professional liability insurance, required by this Agreement. The naming of an additional insured shall not affect any recovery to which such additional insured would be entitled under this policy if not named as such additional insured. An additional insured named herein shall not be held liable for any premium, deductible portion of any loss, or expense of any nature on this policy or any extension thereof. Any other insurance held by an additional insured shall not be required to contribute anything toward any loss or expense covered by the insurance provided by this policy.

E. Sufficiency of Insurance. The insurance limits required by Authority are not represented as being sufficient to protect Consultant. Consultant is advised to confer with Consultant's insurance broker to determine adequate coverage for Consultant.

F. Maximum Coverage and Limits. It shall be a requirement under this Agreement that any available insurance proceeds broader than or in excess of the specified minimum Insurance coverage requirements and/or limits shall be available to the additional insureds. Furthermore, the requirements for coverage and limits shall be the minimum coverage and limits specified in this Agreement, or the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured, whichever is greater.

Item 1g
Attachment 1
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11. CONFLICT OF INTEREST
Consultant warrants that it, its officers, employees, associates and subcontractors, presently have no interest, and will not acquire any interest, direct or indirect, financial or otherwise, that would conflict in any way with the performance of this Agreement, and that it, its officers, employees, associates and subcontractors, will not employ any person having such an interest.

Consultant and its officers, employees, associates and subcontractors, if any, shall comply with all conflict of interest statutes of the State of California applicable to Consultant’s services under this Agreement, including the Political Reform Act (Gov. Code § 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant may perform similar services for other clients, but Consultant and its officers, employees, associates and subcontractors shall not, without the Authority Representative’s prior written approval, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subcontractors to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant shall incorporate a clause substantially similar to this section into any subcontract that Consultant executes in connection with the performance of this Agreement. Consultant understands that it may be required to fill out a conflict of interest form if the services provided under this Agreement require Consultant to make certain governmental decisions or serve in a staff Authority, as defined in Title 2, Division 6, Section 18700 of the California Code of Regulations.

12. PROHIBITION AGAINST TRANSFERS
Consultant shall not assign, sublease, hypothecate, or transfer this Agreement, or any interest therein, directly or indirectly, by operation of law or otherwise, without prior written consent of Authority. Any attempt to do so without such consent shall be null and void, and any assignee, sublessee, pledgee, or transferee shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer. However, claims for money by Consultant from Authority under this Agreement may be assigned to a bank, trust company or other financial institution without prior written consent. Written notice of such assignment shall be promptly furnished to Authority by Consultant.

The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Consultant, or of the interest of any general partner or joint venturer or syndicate member or cotenant, if Consultant is a partnership or joint venture or syndicate or cotenancy, which shall result in changing the control of Consultant, shall be construed as an assignment of this Agreement. Control means fifty percent (50%) or more of the voting power of the corporation.

13. SUBCONTRACTOR APPROVAL
Unless prior written consent from Authority is obtained, only those persons and subcontractors whose names are attached to this Agreement shall be used in the performance of this Agreement.

In the event that Consultant employs subcontractors, such subcontractors shall be required to furnish proof of workers’ compensation insurance and shall also be required to carry general, automobile and professional liability insurance in substantial conformity to the insurance carried by Consultant. In addition, any work or services subcontracted hereunder shall be subject to each provision of this Agreement.

Consultant agrees to include within their subcontract(s) with any and all subcontractors the same requirements and provisions of this Agreement, including the indemnity and insurance requirements, to the extent they apply to the scope of the subcontractor’s work. Subcontractors Item 1g
Attachment 1
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hired by Consultant shall agree to be bound to Consultant and Authority in the same manner and to the same extent as Consultant is bound to Authority under this Agreement. Subcontractors shall agree to include these same provisions within any sub-subcontract. Consultant shall provide a copy of the Indemnity and Insurance provisions of this Agreement to any subcontractor. Consultant shall require all subcontractors to provide valid certificates of insurance and the required endorsements prior to commencement of any work and will provide proof of compliance to Authority.

14. REPORTS
A. Each and every report, draft, work product, map, record and other document, hereinafter collectively referred to as "Report", reproduced, prepared or caused to be prepared by Consultant pursuant to or in connection with this Agreement, shall be the exclusive property of Authority. Consultant shall not copyright any Report required by this Agreement and shall execute appropriate documents to assign to Authority the copyright to Reports created pursuant to this Agreement. Any Report, information and data acquired or required by this Agreement shall become the property of Authority, and all publication rights are reserved to Authority. Consultant may retain a copy of any Report furnished to the Authority pursuant to this Agreement.

B. All Reports prepared by Consultant may be used by Authority in execution or implementation of: (1) The original project for which Consultant was hired; (2) Completion of the original project by others; (3) Subsequent additions to the original project; and/or (4) Other Authority projects as Authority deems appropriate in its sole discretion.

C. Consultant shall, at such time and in such form as Authority may require, furnish reports concerning the status of services required under this Agreement.

D. All Reports shall also be provided in electronic format, both in the original file format (e.g., Microsoft Word) and in PDF format.

E. No Report, information or other data given to or prepared or assembled by Consultant pursuant to this Agreement that has not been publicly released shall be made available to any individual or organization by Consultant without prior approval by Authority.

F. Authority shall be the owner of and shall be entitled upon request to immediate possession of accurate reproducible copies of Reports or other pertinent data and information gathered or computed by Consultant prior to termination of this Agreement or upon completion of the work pursuant to this Agreement.

15. RECORDS
Consultant shall maintain complete and accurate records with respect to costs, expenses, receipts and other such information required by Authority that relate to the performance of services under this Agreement, in sufficient detail to permit an evaluation of the services and costs. All such records shall be clearly identified and readily accessible. Consultant shall provide free access to such books and records to the representatives of Authority or its designees at all proper times, and gives Authority the right to examine and audit same, and to make transcripts therefrom as necessary, and to allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a minimum period of five (5) years after Consultant receives final payment from Authority for all services required under this agreement

16. PARTY REPRESENTATIVES
The Chief Executive Officer (“Authority Representative”) shall represent the Authority in Item 1g
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all matters pertaining to the services to be performed under this Agreement. Energy and Environmental Economics (Consultant Representative”) shall represent Consultant in all matters pertaining to the services to be performed under this Agreement.

17. INFORMATION AND DOCUMENTS
A. Consultant covenants that all data, reports, documents, discussion, or other information (collectively “Data”) developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed or released by Consultant without prior written authorization by Authority. Authority shall grant such authorization if applicable law requires disclosure. Consultant, its officers, employees, agents, or subcontractors shall not without written authorization from the Authority Representative or unless requested in writing by the Authority’s General Counsel, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement or relating to any project or property located within the Authority. Response to a subpoena or court order shall not be considered “voluntary,” provided Consultant gives Authority notice of such court order or subpoena.

B. Consultant shall promptly notify Authority should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the Authority. Authority may, but has no obligation to, represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with Authority and to provide Authority with the opportunity to review any response to discovery requests provided by Consultant. However, Authority’s right to review any such response does not imply or mean the right by Authority to control, direct or rewrite the response.

C. It is understood that Authority is subject to the California Public Records Act (Gov.

Code § 7920.000 et seq.). If a request under the California Public Records Act is made to view any documents Consultant provided to Authority, Authority shall notify Consultant of the request and the date that such records will be released to the requester unless Consultant obtains a court order enjoining that disclosure. If Consultant fails to obtain a court order enjoining that disclosure, Authority will release the requested information on the date specified.

D. In the event Authority gives Consultant written notice of a “litigation hold” or request under the Public Records Act, then as to all data identified in such notice or request, Consultant shall, at no additional cost to Authority, isolate and preserve all such data pending receipt of further direction from the Authority.

E. Consultant’s covenants under this section shall survive the expiration or termination of this Agreement.

18. NOTICES
Any notice, consent, request, demand, bill, invoice, report or other communication required or permitted under this Agreement shall be in writing and conclusively deemed effective: (a) on personal delivery, (b) on confirmed delivery by courier service during Consultant’s and Authority’s regular business hours, or (c) three Business Days after deposit in the United States mail, by first class mail, postage prepaid, and addressed to the Party to be notified as set forth below:

Item 1g
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TO AUTHORITY:
333 W. El Camino Real
Suite 330
Sunnyvale CA 94087
Attention: Chief Executive Officer
TO CONSULTANT:

Arne Olson
Energy and Environmental Economics
44 Montgomery Street, Suite 1500
San Francisco, CA 94104

19. TERMINATION
In the event Consultant fails or refuses to perform any of the provisions hereof at the time and in the manner required hereunder, Consultant shall be deemed in default in the performance of this Agreement. If Consultant fails to cure the default within the time specified (which shall be determined by the Authority but shall be not less than 10 days) and according to the requirements set forth in Authority’s written notice of default, and in addition to any other remedy available to the Authority by law, the Authority Representative may terminate the Agreement by giving Consultant written notice thereof, which shall be effective immediately. The Authority Representative shall also have the option, at its sole discretion and without cause, of terminating this Agreement by giving seven (7) calendar days' prior written notice to Consultant as provided herein. Upon receipt of any notice of termination, Consultant shall immediately discontinue performance.

In the event of Authority’s termination of this Agreement due to no fault or failure of performance by Consultant, Authority shall pay Consultant for services satisfactorily performed up to the effective date of termination. Upon termination, Consultant shall immediately deliver to the Authority any and all copies of studies, sketches, drawings, computations, and other material or products, whether or not completed, prepared by Consultant or given to Consultant, in connection with this Agreement. Such materials shall become the property of Authority.

Consultant shall have no other claim against Authority by reason of such termination, including any claim for compensation.

20. COMPLIANCE WITH LAWS
Consultant shall keep itself informed of all applicable federal, state and local laws, ordinances, codes, regulations and requirements which may, in any manner, affect those employed by it or in any way affect the performance of its services pursuant to this Agreement. Consultant shall, at all times, observe and comply with all such laws and regulations, including, but not limited to the Americans with Disabilities Act, the Stored Communications Act, 18 U.S.C. Section 2701, et seq., California Civil Code Sections 1798.80 through 1798.84, and the California Consumer Privacy Act, Civil Code Section 1798.100 et seq. Authority, and its officers and employees, shall not be liable at law or in equity by reason of the failure of the Consultant to comply with this paragraph.

Consultant represents and agrees that all personnel engaged by Consultant in performing services are and shall be fully qualified and are authorized or permitted under state and local law to perform such services. Consultant represents and warrants to Authority that it has all licenses, Item 1g
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permits, certificates, qualifications, and approvals required by law to provide the services and work required to perform services under this Agreement, including a business license. Consultant further represents and warrants that it shall keep in effect all such licenses, permits, and other approvals during the term of this Agreement.

21. CONFLICT OF LAW
This Agreement shall be interpreted under, and enforced by the laws of the State of California. The Agreement and obligations of the Parties are subject to all valid laws, orders, rules, and regulations of the authorities having jurisdiction over this Agreement (or the successors of those authorities). Any suits brought pursuant to this Agreement shall be filed with the Superior Court of the County of Santa Clara, State of California.

22. ADVERTISEMENT
Consultant shall not post, exhibit, display or allow to be posted, exhibited, displayed any signs, advertising, show bills, lithographs, posters or cards of any kind pertaining to the services performed under this Agreement unless prior written approval has been secured from Authority to do otherwise.

23. WAIVER
A waiver by Authority of any breach of any term, covenant, or condition contained herein shall not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained herein, whether of the same or a different character.

24. INTEGRATED CONTRACT
This Agreement represents the full and complete understanding of every kind or nature whatsoever between the Parties, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modification of this Agreement will be effective only by a written document signed by both Authority and Consultant.

25. AUTHORITY
The individual(s) executing this Agreement represent and warrant that they have the legal Authority and authority to do so on behalf of their respective legal entities.

26. INSERTED PROVISIONS
Each provision and clause required by law to be inserted into the Agreement shall be deemed to be enacted herein, and the Agreement shall be read and enforced as though each were included herein. If through mistake or otherwise, any such provision is not inserted or is not correctly inserted, the Agreement shall be amended to make such insertion on application by either Party.

27. CAPTIONS AND TERMS
The captions in this Agreement are for convenience only, are not a part of the Agreement and in no way affect, limit or amplify the terms or provisions of this Agreement.

28. AUTHORITY’S RIGHTS TO EMPLOY OTHER CONSULTANTS
Authority reserves the right to employ other consultants in connection with the subject matter of the Scope of Services.

Item 1g
Attachment 1
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29. EXHIBITS
The Exhibits referenced in this Agreement are attached hereto and incorporated herein by this reference as though set forth in full in the Agreement. If any inconsistency exists or arises between a provision of this Agreement and a provision of any exhibit, or between a provision of this Agreement and a provision of Consultant’s proposal, the provisions of this Agreement shall control.

30. FORCE MAJEURE
Consultant shall not be liable for any failure to perform its obligations under this Agreement if Consultant presents acceptable evidence, in Authority’s sole judgment, that such failure was due to acts of God, embargoes, inability to obtain labor or materials or reasonable substitutes for labor or materials, governmental restrictions, governmental regulations, governmental controls, judicial orders, enemy or hostile governmental action, civil commotion, fire or other casualty, or other causes beyond Consultant’s reasonable control and not due to any act by Consultant.

31. FINAL PAYMENT ACCEPTANCE CONSTITUTES RELEASE
The acceptance by Consultant of the final payment made under this Agreement shall operate as and be a release of Authority from all claims and liabilities for compensation to Consultant for anything done, furnished or relating to Consultant’s work or services. Acceptance of payment shall be any negotiation of Authority’s check or the failure to make a written extra compensation claim within ten calendar days of the receipt of that check. However, approval or payment by Authority shall not constitute, nor be deemed, a release of the responsibility and liability of Consultant, its employees, subcontractors and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by Authority for any defect or error in the work prepared by Consultant, its employees, subcontractors and agents.

32. ATTORNEY FEES
In any litigation or other proceeding by which a Party seeks to enforce its rights under this Agreement (whether in contract, tort or both) or seeks a declaration of any rights or obligations under this Agreement, the prevailing Party shall be entitled to recover all attorneys’ fees, experts’ fees, and other costs actually incurred in connection with such litigation or other proceeding, in addition to all other relief to which that Party may be entitled.

33. SEVERABILITY
If any provision in this Agreement is held by a court of competent jurisdiction to be illegal, invalid, void, or unenforceable, the remaining provisions will nevertheless continue in full force without being impaired or invalidated in any way.

34. SUCCESSORS AND ASSIGNS
The terms and conditions of this Agreement shall be binding on the successors and assigns of the Parties to this Agreement.

35. NO THIRD PARTY BENEFICIARIES INTENDED
This Agreement is made solely for the benefit of the Parties to this Agreement and their respective successors and assigns, and no other person or entity may have or acquire a right by Item 1g
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10 Draft Agreement: Energy and Environmental Economics DRAFT 1/2023 Version
virtue of this Agreement.

36. COUNTERPARTS; FACSIMILE/PDF/ELECTRONIC SIGNATURE
This Agreement may be executed in multiple counterparts, all of which shall be deemed an original, and all of which will constitute one and the same instrument. The Parties agree that a facsimile, PDF or electronic signature may substitute for and have the same legal effect as the original signature.

37. DRAFTING PARTY
This Agreement shall be construed without regard to the Party that drafted it. Any ambiguity shall not be interpreted against either Party and shall, instead, be resolved in accordance with other applicable rules concerning the interpretation of contracts.

IN WITNESS WHEREOF, the Parties have caused the Agreement to be executed as of the date set forth above.

RECOMMENDED FOR APPROVAL
_______________________________
Maren Wenzel, Senior Manager of Policy and Regulatory Analysis

RECOMMENDED FOR APPROVAL
__________________________________________________________ Amrit Singh, Chief Financial Officer/Director of Administrative Services

CONSULTANT NAME
Energy and Environmental Economics
By: __________________________
Name: ________________________
Title: _________________________
Date: __________________________

SILICON VALLEY CLEAN ENERGY

AUTHORITY
A Joint Powers Authority
By: ___________________________
Name: Girish Balachandran
Title: Chief Executive Officer
Date: __________________________
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11 Draft Agreement: Energy and Environmental Economics DRAFT 1/2023 Version
APPROVED AS TO FORM:
_______________________
Counsel for Authority
ATTEST:
_____________________
Authority Clerk
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12 Draft Agreement: Energy and Environmental Economics DRAFT 1/2023 Version
Exhibit A
Scope of Services
See Attached Scope of Work.

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13 Draft Agreement: Energy and Environmental Economics DRAFT 1/2023 Version
Exhibit B
Schedule of Performance
See attached scope of work for description of tasks.

This schedule may be modified with the written approval of the Authority.

Task Begin Complete

1. SVCE Load and Renewable Shape Development December 2023 January 2024

2. SVCE Portfolio Optimization Model December 2023 January 2024

3. SVCE Portfolio Optimization January 2024 February 2024

4. Loss of Load Probability Modeling February 2024 March 2024

5. Powerpoint Report March 2024 April 2024

6. 7.

8. 9.

10. Item 1g
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14 Draft Agreement: Energy and Environmental Economics DRAFT 1/2023 Version
Exhibit C
Compensation
Authority shall compensate Consultant for professional services in accordance with the terms and conditions of this Agreement based on the rates and compensation schedule set forth below.

Compensation shall be calculated based on the hourly rates set forth below up to the not to exceed budget amount set forth below.

The compensation to be paid to Consultant under this Agreement for all services described in Exhibit “A” and reimbursable expenses shall not exceed a total of two hundred fifty-five thousand dollars ($255,000), as set forth below. Any work performed or expenses incurred for which payment would result in a total exceeding the maximum amount of compensation set forth herein shall be at no cost to Authority unless previously approved in writing by Authority.

Task Estimated Budget

1. SVCE Load and Renewable Shape Development $ 25,000

2. SVCE Portfolio Optimization Model $ 60,000

3. SVCE Portfolio Optimization $95,000

4. Loss of Load Probability Modeling $50,000

5. Powerpoint Report $25,000

6. 7.

8. 9.

10. Total
Rates
Personnel Title Hourly
Arne Olson Senior Partner 530
Aaron Burdick Director 430
Oluwafemi Sawyerr Senior Managing Consultant 375
Roderick Go Associate Director 405
Sam Schreiber Senior Consultant 305
Charles Gulian Senior Consultant 305
Riti Bhandarkar Associate 220
Disha Trivedi Associate 220
Invoices
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15 Draft Agreement: Energy and Environmental Economics DRAFT 1/2023 Version
Monthly Invoicing: In order to request payment, Consultant shall submit monthly invoices to the Authority describing the services performed and the applicable charges (including a summary of the work performed during that period, personnel who performed the services, hours worked, task(s) for which work was performed). Authority shall pay all undisputed invoice amounts within thirty (30) calendar days after receipt up to the maximum compensation set forth herein. Authority does not pay interest on past due amounts.

Reimbursable Expenses
Administrative, overhead, secretarial time or overtime, word processing, photocopying, in house printing, insurance and other ordinary business expenses are included within the scope of payment for services and are not reimbursable expenses. Travel expenses must be authorized in advance in writing by Authority
Additional Services
Consultant shall provide additional services outside of the services identified in Exhibit A only by advance written authorization from Authority Representative prior to commencement of any additional services. Consultant shall submit, at the Authority Representative’s request, a detailed written proposal including a description of the scope of additional services, schedule, and proposed maximum compensation. Any changes mutually agreed upon by the Parties, and any increase or decrease in compensation, shall be incorporated by written amendments to this Agreement.

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Exhibit D
Insurance Requirements and Proof of Insurance
Consultant shall maintain the following minimum insurance coverage:

A. COVERAGE:
(1) Workers' Compensation:

Statutory coverage as required by the State of California. (2) Liability:

Commercial general liability coverage with minimum limits of $1,000,000 per occurrence and $2,000,000 aggregate for bodily injury and property damage.

ISO occurrence Form CG 0001 or equivalent is required.
(3) Automotive:

Comprehensive automotive liability coverage with minimum limits of $1,000,000 per accident for bodily injury and property damage. ISO Form CA 0001 or equivalent is required.
(4) Professional Liability
Professional liability insurance which includes coverage for the professional acts, errors and omissions of Consultant in the amount of at least $1,000,000. (5) Privacy and Cybersecurity Liability
Privacy and cybersecurity liability (including costs arising from data destruction, hacking or intentional breaches, crisis management activity related to data breaches, and legal claims for security breach, privacy violations, and notification costs of at least $5,000,000 US per occurrence.

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Attachment 1
17 Draft Agreement: Energy and Environmental Economics DRAFT [Client Name]
Silicon Valley Clean Energy
24/7 Hourly Matching Analysis

November 21, 2023
Arne Olson, Sr. Partner
44 Montgomery Street, Suite 1500
San Francisco, CA 94104
[email protected]
[Author phone and extension]
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Attachment 2
415.391.5100 | 44 Montgomery Street, Suite 1500, San Francisco, CA 94104 | www.ethree.com November 21, 2023
Silicon Valley Clean Energy
333 W El Camino Real #330
Sunnyvale, CA 94087
To: Monica Padilla and Maren Wenzel
Re: Hourly Matching Study Proposal
E3 is pleased to share this proposal to support Silicon Valley Clean Energy (SVCE) in their efforts to study the opportunities and challenges for meeting 24/7 hourly clean energy matching within their portfolio.

As aggressive clean energy leaders like SVCE pursue electric decarbonization planning, hourly vs. annual matching has emerged as a key question.

As a leading economic consultancy focused on the energy industry, with an emphasis on electricity, natural gas, and the clean energy transition, for over 30 years E3 has served as an independent, data-driven technical consultant that diverse stakeholders can trust to provide fair and unbiased analysis and strategic guidance. We have provided analytical support to dozens of clients seeking to understand the cost, risk, operational reliability, resiliency, and resource adequacy implications of the evolving electricity system.

E3’s Resource Planning practice has grown rapidly in the past decade and E3 now provides support to utilities across North America outlining the energy transition as it applies to each unique system. E3 has provided deep technical modeling adjacent to or directly interacting with IRP support to utilities and groups of utilities that are at the leading edge of clean energy adoption such as Southern California Edison, Pacific Gas and Electric Company, San Diego Gas & Electric Company, Puget Sound Energy, Sacramento Municipal Utility District, Tampa Electric, the California ISO, the Los Angeles Department of Water and Power, and many others.

E3 has recently conducted analysis that examines the role of annual versus hourly matching and is familiar with the existing industry studies, tools and methods, and debates about the proper procurement policy for corporate, utility, or CCA buyers in pursing aggressive clean energy goals. E3 has designed an analytical scope that reflects a comprehensive analysis of annual vs. hourly matching for SVCE’s resource portfolio, using unique methods (specifically LOLP modeling) not previously used to explore this topic. We appreciate the opportunity to work on these important issues with your team.

Respectfully Submitted,
Arne Olson, Sr. Partner
Energy and Environmental Economics, Inc. (E3)
44 Montgomery Street, Suite 1500
San Francisco, CA 94104
Phone: 415-391-5100 ext. 30
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415.391.5100 | 44 Montgomery Street, Suite 1500, San Francisco, CA 94104 | www.ethree.com Table of Contents
Approach to Scope of Work _________________________________________________ 1 Timeline and Budget _______________________________________________________ 9 Qualifications ____________________________________________________________ 10 Staff Experience __________________________________________________________ 19 Item 1g
Attachment 2
1 2
3 4
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 1
Silicon Valley Clean Energy Approach to Scope of Work
Approach to Scope of Work
To properly study the planning and operational challenges associated with achieving hourly matching, the following key considerations must be analyzed:
 The carbon benefits of hourly matching
 The additional costs of reaching an hourly matching (or CFE calculated policy) versus an annual matching policy; these include:
o Over-procurement due to seasonal mismatches of load versus renewable energy o Over-procurement to address load and renewable uncertainty o Costs of over-procurement relative to their potential market value (e.g., energy market and REC value for excess renewables)
E3 proposes to leverage existing models and datasets developed by E3 and the CPUC for the CPUC IRP process. These models will be leveraged to create a portfolio optimization tool to study annual and hourly matching of SVCE’s energy portfolio in average conditions within the RESOLVE model representative days as well as during the full range of load and renewable conditions captured in E3’s loss of load probability model RECAP. This scope involves data development, portfolio optimization in RESOLVE, LOLP modeling of those portfolios in RECAP, and a PPT report sharing the methods and analytical findings of E3’s analysis.

Additional optional tasks are noted below with the option for SVCE to select to expand the scope of various portions of the analysis and results communication.

Task 1. Data Development
To ensure an efficient analytical process and timeline, E3 proposes to leverage existing models and datasets, including recent model and data development performed by CPUC staff and E3 as part of the development of the CPUC IRP Preferred System Portfolio. E3 will take the publicly published CPUC IRP RESOLVE model and tweak the model to perform portfolio optimization of SVCE’s system, basing the market value of SVCE’s assets against RESOLVE’s energy, A/S, REC, and other prices consistent with the proposed Preferred System Portfolio (PSP). Key data development tasks include:
 Task 1.1 Develop a multi weather year SVCE load and renewable shape dataset: using an artificial neural network machine learning algorithm, E3 will develop a multi-weather year dataset for SVCE’s loads. The algorithm will be fed hourly loads for recent years (as many as available) and develop loads over a broad range of weather conditions (with a focus on 1998- 2020). This dataset will be used to input SVCE’s loads into RESOLVE on the 36 representative days used in the CPUC model. It will also serve as the basis for modeling load variability in the more detailed multi weather year loss of load probability model analysis in RECAP.

To allow consideration of a broad range of potential weather conditions observed across multiple decades in spite of the lack of useful historical load data during most of that period, RECAP uses a neural network regression algorithm to extend a relatively shorter sample of Item 1g
Attachment 2
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 2
Silicon Valley Clean Energy Approach to Scope of Work
actual historical load data across a longer period based on key weather indicators and drivers across that longer period. The neural network algorithm is trained with a set of historical loads and associated underlying weather data and then used to simulate load levels that reflect the composition of end uses and the underlying economic conditions that reflect today’s electricity demands while also capturing the underlying weather conditions across a much broader record.

Example of results of RECAP’s neural network regression to extend load across a long weather record E3 will also develop a multi-year dataset of renewable energy shapes. Key to this will be consideration of the amount of resource diversity from the range of solar and wind sites from which SVCE would contract. Given SVCE’s size, using a CAISO level single diverse wind shape would provide an over-estimate of the diversity in output relative to a much smaller portfolio of contracted wind resources by SVCE. This may require development of additional multi-year wind and solar shapes that reflect SVCE’s expected geographic diversity, to ensure proper analysis of the hourly matching challenges associated with renewable output variance.  Task 1.2 Develop a SVCE-level portfolio optimization model in RESOLVE: the CPUC RESOLVE model will be downscaled in scope to focus on the optimization of SVCE’s portfolio (instead of the entire CAISO system). SVCE’s resources will be input into the model, by default utilizing existing resource inputs (output profiles, etc.) in the tool. CAISO market values (energy, A/S, etc.) will be developed using model outputs from the CPUC’s 25mmt “Core” proposed PSP as inputs into the SVCE RESOLVE portfolio optimization model. E3 will use existing candidate resource options from the CPUC model but can allow/disallow resource options as SVCE desires.

Additional data development work includes developing hourly grid emissions factors consistent with the proposed PSP for use in the CFE optimization scenarios.  Task 1.3 Develop multi weather year building electrification load shapes (OPTIONAL):
depending on the level of building electrification forecast in SVCE’s territory, capturing “tail risk” for high space heating loads during extreme cold conditions will be one key challenge for hourly matching renewables to load. By default, E3 will use the CEC’s hourly building electrification loads shapes (these are for one weather year from the IEPR). In this optional task, E3 will create SVCE territory specific multi weather year building electrification load shapes using its RESHAPE model. RESHAPE simulates building loads for space heating, space cooling, and water heating Item 1g
Attachment 2
Hourly
Load
(MW)
2500
Resulting Set
Training Set
0 1953 1961 1969 1977 1985 1994 2002 2010 2018
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 3
Silicon Valley Clean Energy Approach to Scope of Work
using spatially and temporarily granular historical weather. Outputs are a diversified SVCE level hourly load shape over multiple weather years.

RESHAPE Model Overview
E3 will undertake additional data development as needed for the project, as data is available, and as budget allows. For instance, if SVCE has data on long-term load forecast error (e.g., differences between actual and forecasted annual/hourly loads), those would serve as another datapoint on potential challenges to meet 24/7 hourly matching (though that specific challenge is correctable over time).

Task 2. SVCE Portfolio Optimization
 Task 2.1 SVCE Portfolio Optimization: Using RESOLVE, E3 will perform capacity expansion on SVCE’s portfolio to meet various clean energy policy definitions. This optimization will ensure that clean energy targets are met on the 36 representative days in RESOLVE, which are intended to represent annual average conditions for load, wind, and solar output over a broader 23- weather year horizon from 1998-2020. E3 will perform optimization of SVCE’s portfolio, using existing resource contracts and candidate resource options for the follow scenarios:
 Minimum compliance base scenario: 60% RPS by 2030 and 90% RPS + zero carbon by 2035
 Annual matching scenarios: 100%, 98%, 95%, 90%
 24/7 hourly matching scenarios: 100%, 98%, 95%, 90%
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Building/Weather Sampling,
Heating Demand Simulations
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 4
Silicon Valley Clean Energy Approach to Scope of Work
 Carbon free electricity (CFE) scenarios: 1-2 scenarios of various CFE levels, e.g. 90% and 95%1
RESOLVE is often run for BA-level optimization to meet reliable operations and clean energy targets over a set of representative days in addition to a reliability module that uses PRM and ELCC inputs to maintain BA-level reliability. For the clean energy policy analysis proposed for SVCE, E3 would focus on the operational module (i.e., energy needs), whereby SVCE’s hourly and annual loads would be optimized against resource needs to meet various clean energy policies. This optimization would allow use of existing SVCE resources, purchase of new candidate resource options, and market energy purchases/sales at prices consistent with the CPUC’s proposed preferred system portfolio. Portfolio net present value would be minimized in RESOLVE’s objective function.

RESOLVE will be run for 4-6 years, such as 2025, 2030, 2035, 2040, and 2045.

RESOLVE Model Schematic
Key output metrics from RESOLVE analysis would include portfolio costs ($M/yr) and estimated SVCE rate impacts (cents/kWh). E3 can also quantify the GHG emissions associated with different portfolios to determine the carbon emissions benefits of the various policy scenarios modeled.

E3 proposes in Task 2.1 to consider a limited number of sensitivities (1-3) to the scenarios listed above that would consider a “drop-in” clean firm fuel, such as biogas or hydrogen combustion that would enable filling in renewable production valleys to support higher levels of hourly matching. 1 E3 believes there are methodological concerns with the formula used to calculate the CFE score, specifically the ability to claim clean energy procured by other entities in the calculation of the grid CFE %. This concern can be explored further within this project.

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Attachment 2
Operational module simulates hourly
system operations for a sample of
representative days
Baseload Resources
DR £LCC
Reliability module ensures portfolio
can meet load during extreme
conditions using an ELCC approach
Least-cost plan cooptimizes investments and operations to meet clean energy policy targets, selecting from a diverse set of potential resources including wind, solar, storage, DSM, and natural gas
300
250
5 W 200
>
'u
S' 150
gj
2 100
50 0
Pumped Storage
Battery Storage
Customer Solar
Solar
Wind
Geothermal
Biomass
Hydro
Gas Peaker
Gas CCGT
Coal
Nuclear
2020 2025 2030 2040 2050
ExampleRESOLVE result from Long-RunResource Adequacy under Deep DecarbonizationPathways for California (Calpine, 2019) 24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 5
Silicon Valley Clean Energy Approach to Scope of Work
 Task 2.2 Additional Clean Firm Technology Analysis (OPTIONAL): if SVCE desires, E3 will perform additional clean firm technology analysis, such as consider ultra long duration storage, power-to-fuel-to-power (such as hydrogen seasonal storage), and/or natural gas with carbon capture and storage as additional candidate emerging technology options. Though not currently commercialized, these will help to reduce the costs to enable higher levels of hourly matching.

Example ISO-NE E3 modeling results studying clean firm technology resources Task 3. Loss of Load Probability Modeling
Analyzing the achievement of 100% hourly matching in system operations under load and resource uncertainty is analogous to analyzing a system’s resource adequacy. In each case, the system must have enough energy to meet hourly loads across a wide range of uncertainties including very hot and very cold conditions, various resource outage states, variability in wind and solar production, limitations on storage dispatch duration, and others. E3’s uses our Renewable Energy Capacity Planning (RECAP) Model to perform loss-of-load probability (LOLP) modeling to analyze resource adequacy for a number of utilities.

The map below shows systems for which E3 has developed RECAP models (blue dots) and jurisdictions where E3 has provided resource adequacy advisory services (blue shaded areas).

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Attachment 2
2050
Annual
Cost
Increase
(billion
$2019) $30
$25
$20
Removing all gas generation increases the cost of achieving a zero emissions grid by about $19 billion annually relative to a zero emissions portfolio with zero carbon fuels
OMMT
with NoGas Generation
100% Reduction
With CCS and/or unlimited advanced nuclear
availability, achieving 2.5 MMT (92% GHG
reduction) decreases cost by $2.7 - $4.4
billion annually relative to 2.5 MMT Base Case
$15
$10
Reference Case (50% RPS) |
$5

2.5 MMT
25 20 10

2.5 MMT
92% Reduction
27 MMT
16% Reduction
OMMT
with Zero-CarbonFuels
100% Reduction
withCCS
with AdvancedNuclear & CCS
10 MMT
69% Reduction
5 MMT
84% Reduction

2.5 MMT
with No New Combustion
92% Reduction
2050 Greenhouse Gas Emissions (million metric ton per year) 24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 6
Silicon Valley Clean Energy Approach to Scope of Work
Map of past E3 work on RECAP and/or Resource Adequacy
E3 will RECAP to perform more detailed analysis of the SVCE’s portfolios developed in RESOLVE. RECAP typically considers 30-50 years of historical weather conditions and simulates load, wind, solar, hydro, and firm operations across that time horizon, developing key probabilistic reliability outputs (duration, frequency, and magnitude of events where resources are insufficient to serve load). Using the multi weather year loads developed in Task 1, E3 would run RECAP against SVCE’s loads to check the actual hourly matching achieved when considering this broader range of load and renewable conditions. This will provide an important check against the hourly matching achieved under more P50/average type conditions modeled in RESOLVE’s representative days.

E3 will run SVCE’s clean energy portfolios in RECAP both with and without the use of firm thermal resources that may be procured for RA but would be carbon emitting when operated. E3 will then use the loss of load hours (LOLH) metric to determine the actual achieved hourly matching. For instance, if the loss of load hours metric shows that the clean energy portfolio cannot serve SVCE’s load for an average of 87 hours/year across the simulated conditions studied, then the hourly matching would be 87 hours/year divided by 8760 hours/year, or 1% (i.e., 99% matching). Inclusion of clean firm resources such as hydrogen will improve SVCE’s ability to hourly match its load profile, but even large and diverse power systems plan not to serve load in all hours. For example, a common resource adequacy metric is one day in ten years, or 2.4 hours per year. This standard would imply 99.97% hourly matching.

If RECAP analysis shows that portfolios built to meet a given hourly matching percentage underperform when considered across a broader range of load and renewable conditions, E3 would use its “smart search” feature to bring the portfolios back to compliance with the intended hourly matching standard. Smart search is a RECAP feature whereby a set of resources can be provided to RECAP and an objective target reliability standard can be set. For instance, if a portfolio has an LOLH of 120 hours/year, an LOLH target of 87 hours/year could be set and RECAP would determine via smart search a least-cost pathway to add Item 1g
Attachment 2
New Brunswick
Power
1»
Nova Scotia
Power
ISO-NE
NYISO
Florida Power & Light
El Paso Electric
LADWP
Puget Sound
Portland General Electric
Northwest Power
Sacramento Municipal
Utilities District
CAISO
Hawaiian Electric Company
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 7
Silicon Valley Clean Energy Approach to Scope of Work
combinations of solar, wind, and energy storage resources to bring the LOLH down from 120 hours/year to 87 hours/year. Smart search would use net costs for incremental resources, whereby market values would be deducted from levelized costs (per the market revenue streams used in RESOLVE inputs).

Key outputs from the RECAP modeling will be the additional investment costs to reach hourly matching levels across the broader set of conditions, which would be added to the investment costs from the RESOLVE portfolio optimization and rate impacts for each scenario would be re-calculated.

RECAP Model Schematic2
Task 4. Project Report
 Task 4.1 PPT Report: Based on the technical findings from the prior tasks, E3 will provide a draft and final PowerPoint project report including the following content:
 Executive summary
 Project background
 Opportunities and challenges for hourly matching
 Methodology overview
 Analytical results
 Key Conclusions
2 E3 would not be using the “resource capacity value” or ELCC calculation functionalities of RECAP for this project.

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Temperature and Load
Artificial Neural Network
Simulation
Capturing hourly load conditions under
mild and extreme historical weather
Operational Module
Dispatching resources based on outage
characteristics, weather dependency,
state of charge availability, and
demand-side management
System Reliability: simulates the operations of the electricity system under thousands of scenarios to capture different conditions Load
Resource Capacity Value: measures resource’s ability to contribute to reliability under a marginal or average ELCC methodology Illustrative ELCC Values Across Technologies
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 8
Silicon Valley Clean Energy Approach to Scope of Work
 Task 4.2 Whitepaper (OPTIONAL): if SVCE desires, E3 will draft a word document whitepaper detailing the results of the modeling performed, analytical results, and key conclusions for policymakers.

Task 5. Alternative Uses of Hourly Matching Costs (optional) E3 will perform a high-level analysis of how alternative uses of the additional costs associated with hourly matching could support decarbonization efforts and other key policy goals within SVCE’s footprint.

Potential alternative uses include: EV charger and/or vehicle incentives, building electrification measure incentives, energy efficiency programs, carbon offsets, etc.

E3 will include a qualitative assessment of investment options for SVCE to support key CCA policy goals and limited quantitative analysis of the carbon savings from these alternative investments.

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24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 9
Silicon Valley Clean Energy Timeline and Budget
Timeline and Budget
E3’s proposed timeline is shown below. Assuming a mid-December start and quick turnaround on data requests, E3 proposes to complete its analytical work by mid-March, its draft report by end of the March, and its final report by mid-April. E3 proposes to perform this project on a not-to-exceed time and materials basis. The total proposed budget is $255,000 (without optional tasks), estimated by task below.

E3’s proposed team and rate schedule is shown below. This team includes a broad set of experts and advisors that span the load development, capacity expansion modeling, and loss of load probability modeling aspects of this project. Hourly rates are E3’s discounted rates for public utilities.

Budget

1.1 SVCE Load + Renewable Shape Development $25,000

1.2 SVCE Portfolio Optimization Model $60,000

1.3 SVCE Building Electrification Loads (optional) $15,000

2.2 SVCE Portfolio Optimization $95,000

2.3 Additional Clean Firm Technology Analysis (optional) $30,000 Task 3 Loss of Load Probability Modeling $50,000

4.1 PPT Report $25,000

4.2 Whitepaper (optional) $25,000
Task 5 Alternative Decarbonization Strategies (optional) $15,000 $255,000
Mar '24 Apr '24
Total (without optional tasks)
Task 1
Dec '23 Jan '24 Feb '24
Task 2
Task 4
Person Title Project Role Hourly Rate
Arne Olson Senior Partner Expert Advisor $530
Aaron Burdick Director Project Lead $430
Oluwafemi Sawyerr Senior Managing Consultant Project Manager $375 Roderick Go Associate Director Expert Advisor (RESOLVE) $405 Sam Schreiber Senior Consultant Analyst (RESOLVE) $305
Charles Gulian Senior Consultant Analyst (RECAP) $305
Riti Bhandarkar Associate Analyst (RECAP) $220
Disha Trivedi Associate Analyst (Building Electrification Loads) $220 Item 1g
Attachment 2
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 10
Silicon Valley Clean Energy Qualifications
Qualifications
E3’s team offers a unique combination of breadth of experience and technical depth in all facets of resource and portfolio planning. As detailed below, E3 has worked with many utilities on integrated resource plans, with a singular focus on advancing best practices for optimized planning of decarbonized power systems. It is for this reason that utilities and regulators across North America have consistently sought our support when confronting difficult questions and complex resource planning and related policy issues. For both individual utilities and regional planning entities, E3 has led some of the most rigorous resource planning analyses focused on clean energy growth to meet 100% or net-zero carbon emissions scenarios. From its own hands-on experience, E3 has found that robustly studying 100% emission-free generation power systems requires careful scenario design, broad consideration of multiple technology pathways, and robust risk and reliability analysis.

A sample of qualifications for relevant projects are included below.

American Council on Renewable Energy (ACORE), H2 GHG Emission Analysis (2023). E3 was hired by ACORE to study implementation scenarios of the 45V H2 tax credit in the IRA, focusing on the question:
how should we account for the carbon content of the electricity supply used to produce hydrogen? This study analyzes the incremental GHG emissions impacts of hydrogen when clean energy used for electrolytic hydrogen production is accounted for on an annual versus an hourly basis, and analyzes the potential impacts of each accounting method on the cost of producing hydrogen. E3’s analysis assumes clean energy supply is additional and is located within the same market footprint as hydrogen production. The analysis was repeated across clean generation mixes, markets, and time periods to capture a range of current and future grid dynamics. Based on the analysis described above, E3 draws the following key conclusions:
1) An hourly matching requirement does not ensure lower GHG emissions relative to an annual matching requirement, and in many cases is less effective at eliminating carbon emissions than annual matching;
2) With modest changes to the size and composition of the renewable portfolio to meet electrolyzer demand, hydrogen produced under an annual renewable energy matching requirement results in incremental emissions less than the threshold for the maximum PTC under the IRA; and
3) An hourly matching requirement results in significantly higher costs for hydrogen production than an annual matching requirement with the same GHG intensity across a wide range of renewable energy and wholesale electricity market assumptions.

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24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 11
Silicon Valley Clean Energy Qualifications
Incremental Emissions by Market and Renewable Mix, Annual Energy Match Scenario Community Choice Aggregation Support (2016 – Present). E3 has supported several California Community Choice Aggregators (CCAs), including East Bay Community Energy (EBCE), San Jose Clean Energy (SJCE), and Clean Power Alliance (CPA), in a wide range of procurement-related activities. Key work streams for CCA clients include:
 Development of robust integrated resource plans (IRPs) to inform CCAs’ resource procurement strategies
 Screening developer bids in renewable energy procurement solicitations  Constructing long-term projections for load, market prices, and renewable energy PPA costs  Analyzing curtailment of renewable energy resources
Item 1g
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E3
Scenarios
ERCOT, 2030, All Wind
MISO-North, 2025, All Wind
ERCOT, 2030, High Wind
SPP, 2030, All Solar
ERCOT, 2025, All Wind
MISO-North, 2030, All Wind
ERCOT, 2025, High Wind
SPP, 2025, All Solar
MISO-North, 2025, High Wind
ERCOT, 2025, 50-50 W/S
MISO-North, 2030, High Wind
ERCOT, 2025, High Solar
ERCOT, 2030, 50-50 W/S
ERCOT, 2025, All Solar
PJM, 2025, All Solar
MISO-North, 2030, 50-50 W/S
PJM, 2030, All Solar
MISO-North, 2025, 50-50 W/S
PJM, 2025, High Solar
SPP, 2025, High Solar
SPP, 2030, High Solar
PJM, 2030, High Solar
MISO-North, 2030, High Solar
PJM, 2025, 50-50 W/S
ERCOT, 2030, High Solar
PJM, 2030, 50-50 W/S
PJM, 2025, High Wind
PJM, 2030, High Wind
PJM, 2025, All Wind
SPP, 2025, 50-50 W/S
PJM, 2030, All Wind
SPP, 2030, 50-50 W/S
MISO-North, 2030, All Solar
MISO-North, 2025, High Solar
SPP, 2025, High Wind
ERCOT, 2030, All Solar
SPP, 2030, High Wind
SPP, 2025, All Wind
SPP, 2030, All Wind
MISO-North, 2025, All Solar
Incremental Emissions (kgCO2e/kgH2)
15 Scenarios
Result in Higher
Emissions Than
Hourly Matching
Only 6 Scenarios
Exceed 0.45kgCO2e
25 Scenarios Result in
Lower Emissions
Than Hourly Matching
Emissions (30.00)
(kgCO2e/kgH2)
(20.00) (10.00) 0.00 10.00 20.00 30.00
Electrolyzer Emissions Wind Avoided Emissions Solar Avoided Emissions 24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 12
Silicon Valley Clean Energy Qualifications
 Supporting local program strategy for distributed and demand-side resources, technologies, and trends (e.g., electrification)
 Comparing CCA costs and emissions versus bundled utility service  Providing expert testimony in regulatory matters at the California Public Utilities Commission  Quantifying potential impacts from the Power Charge Indifference Adjustment (PCIA)  Creating CPUC IRP Conforming Portfolios, GHG CNS emissions estimates, and associated filing templates.

Example Procurement Plan (GWh)
Silicon Valley Power Integrated Resource Planning Support (2023-present).Silicon Valley Power (SVP), the vertically integrated, municipally owned utility of the City of Santa Clara(Santa Clara) faced unique challenges in the latest 2023 integrated resource plan (IRP) cycle. These included stringent greenhouse regulations and aggressive clean energy targets in California increasing pressure for SVP, and other load serving entities, to accelerate the pace of renewable and clean energy additions, while the City of Santa Clara is investigating potentially even more accelerated carbon-free resource procurement targets. Additionally, migration of industrial customers continues to drive load growth within the utilities territory, and potential growth in transportation and building electrification will could further add pressure to the existing system. SVP has traditionally relied on short-term capacity market purchases to meet its reliability need, however, changing market dynamics and regulatory requirements have driven increased uncertainties in this strategy. It is in this context that SVP contracted Energy and Environmental Economics (E3) to support their 2023 IRP development as an important platform to carefully analyze the changing planning environment and develop plans to reach their near- and long-term goals.

E3 worked closely with SVP to update their load forecast for the 2024 – 2035 planning horizon, craft plausible planning scenarios, and update generation resource options. The IRP details three potential resource portfolios developed using least-cost optimization, all of which meet or exceed the California’s emission and reliability requirements. The base portfolio meets the California Air Resources Board’s base Item 1g
Attachment 2
IlliExitr.g Short-temn RP5-e E be
Existing NWH at index
Proposed La rge Hydro PPAs
Exist:r.g System Po we'
Proposed RPS-ei gble ppas
proposed PCC 1and PCC 2 RKs
mProposed NWH at index
^■System Power
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 13
Silicon Valley Clean Energy Qualifications
targets for Silicon Valley Power and Senate Bill 100 target of 60% renewable energy in 2030, with mature renewable technologies (those commercially available today). A second portfolio accelerates Senate Bill 100 renewable energy and zero-carbon generation targets for 2045 to 2035, requires a minimum of 70% carbon-free energy (60% renewable) in 2030. The third portfolio achieves a zero-carbon emissions portfolio across all hours of the year and explores the use of emerging technologies (such as biogas, hydrogen, and natural gas with carbon capture and storage).

Sacramento Municipal Utilities District Integrated Resource Planning Support (2018-present).

E3 assisted the Sacramento Municipal Utilities District (SMUD) in its 2018 IRP, which is evaluating long-term clean energy goals including greenhouse gas emission reductions of 90-100% by 2040 as well as vehicle and building electrification measures. E3 developed a Sacramento-area version of the California PATHWAYS model which evaluates alternative plans for meeting economy-wide GHG goals. The PATHWAYS cases inform the IRP by setting out the context for non-electric measures and providing inputs about electric load from vehicles and buildings.

E3 then worked with SMUD staff to develop optimal portfolios of renewable, conventional and energy storage resources to meet SMUD’s electric energy and reliability needs over time using a RESOLVE model version that was customized to SMUD’s system. E3’s analysis found that SMUD’s “SD9” goal of 90% carbon reductions by 2040 can be met or exceeded using existing technology at a relatively modest cost to SMUD’s customers. However, achieving “Absolute Zero” carbon emissions and retiring all natural-gas generation would be prohibitively expensive and may not meet customer expectations for reliable electric service. E3 presented preliminary findings to SMUD’s Board of Directors in a public meeting in June 2018.

E3 used our RESOLVE model to develop optimal portfolios of renewable and conventional resources to help SMUD achieve carbon emissions reductions of 90-100% by 2040 California Public Utilities Commission Integrated Resource Plan (2016-present). E3 has been assisting the California PUC in its administration of the state’s IRP program, mandated by the passage of SB 350 in 2016. E3 worked with CPUC staff to develop the structure of the IRP program including a three-year modeling cycle in which Staff prepares a system-wide plan that informs the California Independent System Operator (CAISO)’s annual Transmission Planning Process (TPP) and informs Load-Serving Entities integrated resource plans in alternate years.

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Installed
Capacity
(MW)
Total Installed Capacity (MW) Revenue Requirement (2016 $B/yr) 12000
10000
8000
6000
4000
2000
0 Average Retail Rate (2016 cents/kWh)
Today SD9Goal Absolute Zero Today SD9Goal Absolute Zero 24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 14
Silicon Valley Clean Energy Qualifications
E3 helped the CPUC design an optimal “Preferred System Plan” for the combined utilities that incorporates the resource procurement plans of the LSEs and complies with policy requirements. The policy requirements considered include a 60% RPS by 2030 and SB 100 by 2045, 38 million metric tons (MMT) of greenhouse gas emissions by 2030 statewide emissions target, a reliability order requiring the procurement of up to 11.5 GW of capacity by 2026, while capturing the operational and reliability challenges encountered at high penetrations of variable renewable generation. As part of this process, E3 evaluated dozens of scenarios reflecting alternative assumptions about load forecasts and electrification, resource costs, the availability of offshore wind and out-of-state wind, the ability of end-use loads to operate flexibly, and a variety of other input parameters. The CPUC adopted the Preferred System Plan, which presents a long-term vision for the California electric system under current state policy in February 2022.

The Preferred System Plan for California recommends the addition of about 3,500 MW of in-state wind, 1,700 MW of offshore wind, 19,000 MW of solar PV and 15,700 MW of energy storage resources by 2032 to meet an electric sector greenhouse gas emission target of 38 million metric tons by 2030 Omaha Public Power District (OPPD) Net Zero Carbon Pathways Study (2021). E3 performed a comprehensive study on various pathways for OPPD to achieve net zero carbon by 2050. The study consisted of three primary phases:
 Multi-sector modeling: Using the E3 PATHWAYS model (an economy-wide greenhouse gas scenario tool), E3 developed multiple electricity sector demand forecasts that were consistent with economy-wide decarbonization. The result of this phase determined that the electrification of vehicles and buildings would likely increase OPPD electricity demand by nearly 2x by 2050  Reliability and resiliency analysis: Using the E3 RECAP model (a loss-of-load-probability model), E3 determined the reliability and resiliency value of various renewable and energy storage resources to be used as an input in developing optimal resource portfolios  Portfolio Optimization: Using the electricity demand forecasts and resource reliability values developed in the first two phases, this phase used the E3 RESOLVE model to develop cost-optimal electricity portfolios that achieved both net-zero carbon and target reliability by 2050.

The results of the analysis showed that significant quantities of new wind, solar, and battery Item 1g
Attachment 2
Selected
Resource
Capacity
(MW)
Gas Capacity Not Retained
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 15
Silicon Valley Clean Energy Qualifications
storage were necessary to achieve net zero, in conjunction with a large quantity of firm backup resource for reliability
Throughout the year-long study process, E3 facilitated five public stakeholder workshops to present the proposed study approach, assumptions, and results. The workshop structure provided and avenue for stakeholders to provide feedback that E3 incorporated into the study. Final base case net zero results are shown in the figure below.

El Paso Electric (EPE) Integrated Resource Plan (2020-2021). E3 provided a broad range of IRP support services for EPE including developing resource options and data inputs, conducting a Planning Reserve Margin and ELCC study using RECAP, optimizing EPE’s portfolios over the 2021-2045 period reflecting New Mexico’s Renewables Portfolio Standard and Energy Transition Act as well as EPE’s own goal of 80% carbon reductions by 2035, studying the operability of EPE’s system under high levels of wind and solar generation, and developing regulatory strategies for cost allocation and procurement given EPE’s multi-state service area. E3 has also been heavily involved in EPE’s stakeholder outreach and communication strategy, leading multiple stakeholder workshops and contributing to a substantial improvement in EPE’s stakeholder relations.

Salt River Project, Integrated System Plan Development (2019-Present). E3 was retained by SRP to develop the company’s first public facing Integrated System Plan (ISP). The objective of the ISP is to bring currently disparate planning processes across supply-side resource planning, transmission planning, distribution planning and customer programs into a single process with comprehensive stakeholder engagement to develop an optimized pathway to achieve SRP corporate objectives related to reliability, affordability, and sustainability. ISP is largely an uncharted frontier and an aspirational goal for utilities today as they begin to prepare for a decarbonized future with increasing levels of renewable supply, distributed resources and electrification of transportation and buildings. E3 has worked closely with an internal team at SRP to engage SRP’s leadership team and planning functions through a series of interviews and workshops to develop an ISP roadmap, analytical framework, and stakeholder engagement approach. E3 is currently working with the SRP team to develop the ISP processes and capabilities, and to solicit initial stakeholder feedback on the ISP approach to ensure SRP is fully ready to undertake its inaugural ISP.

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40 35
25 12.6 17.9 20 10.6

6.1 15 6.1

3.4 5.9 5.9 10 5.9 6.2

1.5 4.3 5 6.2 4.4
0 -5
gas,
-io

8.3 4.1
with
, and wind

1.6 4.6
30 Coal generation replaced
2021 2027 2030 2035 2040 2045 2050
Curtailment
Exports
Imports
Li_Battery
Wind
Solar
Hydro
Landfill
Gas
Gas_ST (Coal Repower)
Oil + Diesel
Coal
Load
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 16
Silicon Valley Clean Energy Qualifications
Public Service Company of New Mexico (PNM) 2020 Integrated Resource Plan Support, 2019-present.

Prior to developing its 2020 IRP, PNM had established a corporate goal to achieve a carbon-free electricity portfolio by 2040. E3 provided technical and strategic support to PNM’s planning team to create a plan that fulfills that commitment. E3’s primary role in the IRP process was as lead author of the IRP document – including the writing of the IRP narrative, creation of supporting figures and graphics, and compilation of detailed technical appendices. Throughout the process, E3 also provided guidance to PNM during scenario development, reviewed and validated inputs and outputs from the Encompass and SERVM models, and supported stakeholder outreach efforts. PNM’s 2020 IRP, released to the public in January 2021, provides one of the first roadmaps for a utility to achieve a transition to a carbon-free generation portfolio, along with a detailed action plan set against the context of that transition.

PNM’s carbon emissions intensity over the 20-year transition to its carbon-free goal.

Nova Scotia Power Incorporated (NSPI) Integrated Resource Plan (2018-2021). NSPI retained E3 to assist in developing its Integrated Resource Plan, which considered alternative resource options to meet provincial and federal greenhouse gas goals while maintaining reliable and affordable electricity service.

E3’s support included: (1) Developing a Resource Options study to characterize the cost, performance and resource potential for a variety of resource options available to Nova Scotia Power including solar, wind, hydro, thermal, and energy storage resources; (2) Preparing a Planning Reserve Margin (PRM) study to identify the capacity needed for NSP to meet long-run electric reliability requirements as well as the Effective Load-Carrying Capability (ELCC) of each candidate resource, using E3’s RECAP model; (3) Developing a Portfolio study that identifies optimal portfolios of demand-side and supply-side resources, including remote resources paired with new high-voltage transmission lines, to meet year-by-year GHG targets while meeting the PRM requirement, using E3’s RESOLVE model in conjunction with NSP’s PLEXOS LT; and (4) stakeholder and regulatory support throughout the process including in-person presentations to stakeholder workshops and expert witness in front of the Nova Scotia Utility and Review Board as needed.

As part of this support, E3 also prepared an economy-wide deep decarbonization study which investigated potential pathways to deep decarbonization of the Nova Scotia economy, and the effects that these pathways would have on electric load. This study was performed using E3’s PATHWAYS model. The study Item 1g
Attachment 2
Carbon Emissions Intensity
(Ibs/MWh)
1,600
1,400
1,200
1,000
800
600
400
200
0 2023 ETA requirement
2032 ETA requirement
80% RPS
by 2040
10% RPS
by 2010
15% RPS
by 2015
40% RPS
by 2025
20% RPS
by 2020
200Ibs/MWh
by 2032
Carbonfree
by 2040
SJGSUnits 1& 4 abandoned
before summer 2022
SJGSUnits 2 & 3 retired
at end of 2017
400Ibs/MWh
by 2023
FCPP shares transferredto NTEC
at end of 2024
50% RPS
by 2030
2005 2010 2015 2020 2025 2030 2035 2040
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 17
Silicon Valley Clean Energy Qualifications
results indicate that electrification of transportation and buildings can play a key role in decarbonizing the Nova Scotia economy, and next steps are to investigate the role of firm low-carbon electric generation resources needed to support this electrification.

Nova Scotia Historical Emissions and Projected 2030 and 2050 Emissions by Mitigation Scenario Xcel Energy Upper Midwest Integrated Resource Plan Support (2019). As part of its 2019 Integrated Resource Plan, Xcel Energy retained E3 to conduct two independent analyses to support its IRP:
(1) an economy-wide study for the state of Minnesota examining what would be needed to meet deep decarbonization goals throughout the economy (e.g. 80% reductions by 2050); and (2) a portfolio optimization and reliability analysis for Xcel’s portfolio to examine the costs of meeting the utility’s carbon reduction goals (80% reductions by 2030; 100% carbon-free by 2050). E3’s statewide pathways study provided Xcel with a novel perspective on future electricity loads in the context of an economy-wide carbon reduction effort, showing how decarbonization measures such as building and transportation electrification could lead to significant long-term increases in load. These findings were used to inform a sensitivity analysis conducted within Xcel’s internal IRP modeling.

E3’s portfolio and reliability analyses were conducted in parallel with Xcel’s internal work to develop a forward-looking resource plan, testing the notion that an independent expert using advanced industry-standard methods would come to similar conclusions. E3 used RECAP for sophisticated loss-of-load-probability analysis and RESOLVE for optimal capacity expansion to design reliable, least-cost portfolios to meet carbon reduction goals, ultimately corroborating the findings in Xcel’s plan.

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GHG
Emissions
|MMT
CO2e)
18 15
12 9
6 3
2016
Only
Electricity
•Transportation
Residential
Commercial
Other Energy
Non-Energy
24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 18
Silicon Valley Clean Energy Qualifications
E3’s analysis concluded that accelerated coal retirements, relicensing of existing nuclear plants, and investments in renewables, efficiency, storage and gas led to least-cost achievement of the company’s long-term goals.

Arizona Public Service Integrated Resource Plan Support (2019). In the lead-up to filing its 2019 Preliminary IRP, APS retained E3 to provide strategic support in several functions. E3 worked with APS internally to help align the scope and focus of the IRP with long-term corporate strategic efforts to shift focus towards clean energy and customer preferences and also led a stakeholder process to facilitate dialogue and collaboration. To facilitate APS’ engagement with its stakeholders, E3 developed an IRP screening tool that allowed stakeholders to design and test the impacts of a wide range of alternative scenarios on APS’ future portfolio. Working collaboratively with APS and stakeholders, E3 led a series of workshops to facilitate discussion between the two groups, providing stakeholders with an active platform to provide feedback to APS. E3 continued to support APS in its internal efforts to align corporate strategy and resource planning as well as external stakeholder engagement process through its final IRP in 2020.

Scenarios comparing the impacts of various long-term clean energy goals on costs and emission for APS, highlighting opportunities for low-cost carbon reductions.

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NPV
Cost
Impact
vs.

Baseline,
2020-50
($B)
Additions and Retirements (MW) Energy Balance (GWh)
EE
Net Imports
DR
Battery Storage
Solar
Wind
Hydro
Bio
CT
CC
Coal
Nuclear
$4.0
$3.5
$3.0
$2.5
$2.0
$1.5
$1.0
$0.5
$0.0
80 85 90 95 100 105 110 115 120 125 130 135 140 145 150 Cumulative Carbon Reductions vs. 2005 Levels, 2020-'35 (MMT) 24/7 Hourly Matching Analysis24/7 Hourly Matching Analysis 24/7 Hourly Matching Analysis 19
Silicon Valley Clean Energy Staff Experience
Staff Experience
Resumes for the E3 team begin on the following page.

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Silicon Valley Clean Energy Staff Experience
Arne Olson
44 Montgomery Street, Suite 1500, San Francisco, CA 94104 [email protected]
ENERGY AND ENVIRONMENTAL ECONOMICS, INC. San Francisco, CA Senior Partner
Mr. Olson has 30 years of experience in energy analysis, and he is a frequent speaker at energy conferences on the role renewable energy will play in decarbonizing the grid. He joined E3 in 2002 and became a partner in 2010. Mr. Olson leads E3’s Bulk Energy Infrastructure practice area helping clients navigate changes to bulk electric system operations and investment needs brought about by increasing policy and market interest in clean and renewable energy production. He has led a number of landmark studies of the feasibility and cost of achieving deep decarbonization and high renewable penetration goals, including studies of 100% renewable and net zero energy systems in New England, California, the Pacific Northwest and the Midwest. He consults extensively for utilities, asset owners, project developers and electricity consumers in support of resource planning and commercial transactions involving renewable, conventional and energy storage resources. He also provides technical and strategic support to numerous utility regulators, state agencies and environmental organizations. He has provided expert witness testimony in regulatory and legal proceedings in California, Oregon, Montana, Colorado, New Mexico, North Carolina, South Carolina, Georgia, Alberta, Nova Scotia and Ontario. Prior to joining E3 in 2002, he served for six years in the Energy Policy Division of the Washington State Energy Office and its successor agencies.

Mr. Olson has led the development of E3’s industry-leading resource planning software including the RESOLVE model that develops optimal portfolios of renewable, conventional and energy storage resources and the RECAP model that calculates Loss-of-Load Probability and related statistics to ensure that power systems can meet load reliably under high renewable penetrations. His clients have included most of the major utilities and market participants in the West including the California Independent System Operator, Pacific Gas and Electric, Southern California Edison, Puget Sound Energy, PacifiCorp, Arizona Public Service, Sacramento Municipal Utilities District, Los Angeles Department of Water and Power, the Bonneville Power Administration, Calpine, NextEra, NRG, TransAlta and many others. Eastern clients have included Xcel Energy – Northern States Power, Florida Power & Light, Tampa Electric Company, Nova Scotia Power, Hydro-Quebec TransEnergie, TransElect, Long Island Power Authority, and the Georgia Large-Scale Solar Association. He also works extensively with government agencies and industry organizations such as the California Public Utilities Commission, California Energy Commission, Oregon Public Utilities Commission, the Western Electric Coordinating Council, the Western Interstate Energy Board, and the New York State Research and Development Authority.

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Silicon Valley Clean Energy Staff Experience
Electricity Resource Adequacy:

Mr. Olson is a prominent expert on resource adequacy issues and has led many projects that evaluate the need for effective capacity to ensure resource adequacy during the clean energy transition.

Examples include:

o Leads a team that is advising the California Public Utilities Commission in developing a proposed Reliable Clean Power Procurement Program that would reform the way the state’s Load-Serving Entities procure reliability and clean energy attributes. o Leads a team that is advising the Public Utilities Commission of Texas on proposed reforms to the ERCOT market to address resource adequacy needs.
o Leads a team that is advising Calpine Corporation on on generator accreditation issues for capacity markets in ISO-NE and PJM including address thermal generator limitations associated with lack of fuel availability.
o Leads a team that is developing new resource adequacy standards and models for the Hawaiian Electric Company’s five island systems.
o Leads a team that is advising the New York Independent System Operator on application of ELCC concepts to renewable resources within the context of NYISO’s Installed Capacity (ICAP) market. o Led a team that prepared the study Resource Adequacy in the Desert Southwest, that concluded urgent action is needed to develop new resources to ensure the region can continue to provide reliable power supplies in response to returning electric load growth, planned and anticipated resource retirements, and a changing supply mix.
o Led a team that was retained by NRG and Exelon to develop a concrete proposal for a Load-Serving Entity Reliability Obligation to provide forward price signals necessary to ensure resource adequacy in the Electric Reliability Council of Texas (ERCOT) market. o Led a team including former U.S. Energy Secretary Ernest Moniz and the Energy Futures Initiative that published Net Zero New England, a study of electricity system reliability under economy-wide target of net zero carbon emissions. The study included significant electric load growth due to electrification of transportation and building sector end uses along with the incorporation of vast quantities of solar and wind generation. o Led a team that advised PJM Interconnection on application of ELCC concepts to renewable resources within the context of PJM’s Reliability Pricing Model (RPM) forward capacity market. o Leads a multi-company team that supports the California Public Utilities Commission (CPUC) staff for the Integrated Resource Planning (IRP) Proceeding. The IRP proceeding is considering the need for new capacity resources to ensure resource adequacy in California. o Led a team that prepared a report on regional resource adequacy programs in support of the Northwest Power Pool’s effort to stand up such a program in the Pacific Northwest. The study evaluated regional programs operated by each of the major market operators in North America for their potential application to the unique circumstances of the Pacific Northwest. o Led a team at E3 that developed the Renewable Energy Capacity Planning (RECAP) Model, a loss-of-load probability (LOLP) model designed explicitly to measure the need for capacity on highly renewable electricity systems, as well as the contribution of dispatch-limited resources such as wind, solar, energy storage and demand response toward meeting those needs. o Has led numerous teams that utilized RECAP to calculate resource needs, Planning Reserve Margins (PRMs), and Effective Load-Carrying Capability (ELCC) values for dispatch-limited resources for clients including the California ISO, California PUC, Western Electric Coordinating Councils, Portland General Electric, Hawaiian Electric Company, Los Angeles Department of Water and Power, Sacramento Municipal Utilities District, NorthWestern Energy, Northwest Item 1g
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Silicon Valley Clean Energy Staff Experience
Power Pool, Xcel Energy, NV Energy, El Paso Electric, Nova Scotia Power, Calpine Corporation, and others.
o Led a team that evaluated the need for “clean firm” capacity to ensure reliable electric service under 100% carbon reduction scenarios for California, sponsored by the Environmental Defense Fund and the Clean Air Task Force.
o Led a team that used RECAP to calculate ELCC values for solar, wind, storage and hybrid resources to support NorthWestern Energy’s evaluation of bids received in its 2020 capacity solicitation, and is providing expert witness testimony to the Montana Public Service Commission.
o Reviewed Duke Energy Carolinas and Duke Energy Progress’s IRPs on behalf of Cypress Creek Renewables and Carolinas Clean Energy Business Association and provided expert witness testimony in North Carolina and South Carolina regarding Duke’s resource adequacy studies, the capacity value attributed to solar and battery storage resources, and their incorporation in Duke’s capacity expansion modeling.
o Led a project team that evaluated alternative methods for calculating the capacity value of solar resources on behalf of the Oregon Public Utilities Commission staff. o Led a team in 2019-2020 that utilized RECAP to calculate the capacity contribution of demand response and energy storage resources in California using the ELCC method on behalf of the California ISO.
o Currently serving as expert witness in a wholesale market tariffs case for Nova Scotia Power, considering issues related to effective capacity determination for third-party resources. o Led a team in 2019 that evaluated what types of resources would be needed to maintain resource adequacy in a deeply-decarbonized, 2050 California electricity system, in a study sponsored by the Calpine Corporation.
o For a group of 13 utilities in the Pacific Northwest, led studies in 2017 and 2018 that examined scenarios achieving 50% renewables and up to 100% carbon reductions across the region, focusing on policy mechanisms to achieve the goals at least cost and on the nature and quantity of complementary resources that are needed to maintain reliable electric service. o For the Los Angeles Department of Water and Power, led a study that evaluated the reliability implications of closing three in-city natural gas-fired generating stations and replacing them with alternative resource portfolios including new gas, demand response, solar energy, energy storage and new transmission.
o Led a project that evaluated flexible capacity needs under high renewable penetration across the Western Interconnection on behalf of the Western Electric Coordinating Council and the Western Interstate Energy Board. The team included technical contributions from E3, NREL and Energy Exemplar.
o Led a team in 2016 that performed analysis on behalf of Calpine and presented to the California Public Utilities Commission (CPUC) to recommend the use of the effective load carrying capability (ELCC) metric in the Resource Adequacy (RA) program for wind and solar resources.

The CPUC ultimately adopted this recommendation along with several market design features proposed by E3.

Electricity Resource Planning and Decarbonization:

Mr. Olson has led numerous projects supporting utility system integrated resource planning efforts. Many of these projects have considered the cost, reliability and operational implications of achieving very high levels of renewables. Examples include:

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Silicon Valley Clean Energy Staff Experience
o Leads a team that is advising Manitoba Hydro in conducting their first integrated resource plan. o Leads a team that is advising the Salt River Project in conducting their first integrated system plan consisting of generation, transmission, distribution and customer resource planning. o Led a team at E3 that evaluated alternative policy options for achieving a deep decarbonization and high penetrations of clean energy resources across the PJM system. The study considers alternative clean energy policy mechanisms and geographic footprints. o Led a team consisting of E3 and Energy Futures Initiative that evaluated economy-wide deep decarbonization pathways for New England. The Net Zero New England study considers alternative scenarios for building decarbonization including High Fuels and High Electrification scenarios, as well as optimal portfolios of electricity resources to meet electric demand reliably while reducing carbon emissions to 2-3 MMT by 2050. Alternative resources considered include onshore and offshore wind, ground-mounted and rooftop solar, imported hydroelectric power, conventional and advanced nuclear power, fossil generation with carbon capture and sequestration, and hydrogen.
o Leads a team that is providing full modeling support for El Paso Electric Company’s 2021 IRP including loss-of-load probability modeling to determine EPE’s planning reserve margin, portfolio modeling using RESOLVE and PLEXOS, and evaluation of bids from EPE’s subsequent all-source RFP.
o Leads a team that is studying regional transmission and clean energy projects on behalf of four Atlantic Canada provinces, several utilities, and Natural Resources Canada. o Leads a team that is developing an economy-wide deep decarbonization study for a large, dual-fueled Midwestern utility. o Led a team that supported Nova Scotia Power’s 2020 Integrated Resource Plan, which seeks to reduce carbon emissions by over 90% by replacing coal generation with a combination of in-province clean energy resources as well as potential clean imports. o Leads a team at E3 that has supported the California Public Utilities Commission staff since 2014 in developing an electricity Reference System Plan for California and designing and implementing integrated resource planning standards for California load-serving entities. o For the Sacramento Municipal Utilities District, led the development of their 2018 IRP which considered scenarios and resource portfolios for meeting California’s and SMUD’s own aggressive renewables goals including 100% renewables by 2040 and provides ongoing IRP and strategic planning support.
o For Xcel Energy, led an effort to support development of Northern States Power’s 2018-19 IRP examining high renewable scenarios within the context of the company’s stated goal of completely decarbonizing their electric resource portfolio by 2050. o In 2018, led a study of the value of partially- and fully-dispatchable solar and solar+storage power plants on the Tampa Electric Company (TECO) system. The study was funded by First Solar but it involved extensive participation by a wide range of TECO staff and included detailed TECO power system data. The study was recognized by Public Utilities Fortnightly as among its 2018 Top Innovators and nominated as a finalist for the Smart Electric Power Alliance 2019 Power Players Award in the Change Agent of the Year category, and for the 2019 Platts Global Energy Awards in the Grid Edge category.
o For a group comprising the five largest utilities in California (Los Angeles Department of Water and Power, Pacific Gas and Electric Company, Sacramento Municipal Utilities District, San Diego Gas & Electric Company, and Southern California Edison), I led a landmark 2014 study of the feasibility, cost implications and complementary measures for achieving 50% renewables by 2030.

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o Participated in several other E3 resource planning studies of achieving very high renewable penetrations for the Hawaiian Electric Company, the New York State Energy Research and Development Authority, and several electric utilities in the Southwest. o For Portland Generic Electric, led a team that evaluated the need for resource adequacy capacity and flexible generation capacity in 2014-2016. o For the Western Electric Coordinating Council and Western Interstate Energy Board, led teams that assessed electricity-natural gas infrastructure issues with regards to electric sector reliability under a changing resource mix including reduced reliance on coal generation and increased reliance on variable renewables and natural gas generation. o For the Sacramento Municipal Utilities District, led a team that investigated the capacity contribution of new wind, solar and demand response (DR) resources. o For the Colorado Public Utilities Commission, assisted in developing long-term scenarios to use across a range of energy infrastructure planning dockets. o Provided expert testimony in front of the California Public Utilities Commission on rates and revenue requirements associated with several alternative portfolios of demand-side and supply-side resources, on behalf of Pacific Gas and Electric Company, Southern California Edison, and San Diego Gas & Electric.
o Served as lead investigator in assisting the California Public Utilities Commission (CPUC) in its efforts to reform the long-term procurement planning process in order to allow California to meet its aggressive renewable energy and greenhouse gas reduction policy goals. o On behalf of the CPUC, investigated a number of strategies for achieving a 33% Renewables Portfolio Standard in California by 2020, and estimated their likely cost and rate impacts using the 33% RPS Calculator, a publicly-available spreadsheet model developed for this project. o Served as lead investigator in developing integrated resource plans for numerous publicly-owned utilities including PNGC Power, Lower Valley Energy, Umatilla Electric Cooperative and Platte River Power Authority.
o Investigated for Bonneville Power Administration (BPA) the economics and feasibility of investing in new, long-line transmission facilities connecting load centers in the Pacific Northwest with remote areas that contain large concentrations of high-quality renewable energy resources. The study informed BPA about cost-effective strategies for procuring renewable energy supplies in order to meet current and potential future renewable renewables portfolio standards and greenhouse gas reduction targets.

Asset Valuation:
o Provides market evaluation and strategic advisory services for numerous asset owners and developers in California, the Southwest and the Pacific Northwest. o Leads a team that develops medium- and long-term market price forecasts for energy, capacity, ancillary services and renewable energy credits (RECs) under very high renewable energy penetration at various market pricing points in the Western Interconnection. o Led the team that developed renewable and conventional resource cost and performance characteristics for use in the WECC’s Regional Transmission Expansion Planning process. o On behalf of the Wyoming Governor’s Office, developed a model of the cost of developing wind resources in Wyoming relative to neighboring states to inform policy debate regarding taxation.

The model included detailed representations of state-specific taxes and capacity factors.

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Transmission Planning and Pricing:
o Leads a team that is providing educational and strategic advisory services to the Natural Resources Defense Council to inform their advocacy around environmentally beneficial transmission in California and the Western Interconnection. o Provided generation and transmission asset valuation services to a number of utility and independent developer clients.
o Currently advising several transmission developers seeking approval for projects through the CAISO’s Transmission Planning Process.
o Served as technical support to the Western Electric Coordinating Council’s Scenario Planning Steering Group (SPSG). The SPSG is developing scenarios for long-term transmission planning in the Western Interconnection.
o Led a team that investigated the use of Production Cost Modeling for the purpose of allocating costs of new transmission facilities on behalf of the Northern Tier Transmission Group and contributed to NTTG’s Order 1000 compliance filing.
o Served as an expert witness in front of the Alberta Utilities Commission in a case regarding the Alberta Electric System Operator’s proposed methodology for allocating Available Transmission Capacity among interties during times of congestion.
o Retained by a consortium of southwestern utilities and state agencies including the Wyoming Infrastructure Authority, Xcel Colorado, Public Service Company of New Mexico, and the Salt River Project to perform an economic feasibility study of the proposed High Plains Express (HPX) transmission project, a roadmap for transmission development in the Desert Southwest and Rocky Mountain regions.
o Conducted numerous screening studies of long-distance transmission lines connecting to remote renewable energy zones for multiple western utilities. o Assisted in the development of a methodology for evaluating the renewable energy benefits of the Sunrise Powerlink transmission project in support of expert testimony on behalf of the California ISO.
o Assisted British Columbia Transmission Corporation and Hydro-Quebec TransEnergie with open access transmission tariff design.
o Provided assistance to the Seattle City Council to develop guidelines for the evaluation of large electric distribution and transmission projects by Seattle City Light (SCL). Guidelines specified the types of evaluations SCL should perform and the information the utility should present to the City Council when it seeks approval for large distribution or transmission projects. o Led studies in 2009, 2011 and 2012 to develop generation and transmission capital cost assumptions for use in WECC’s Transmission Expansion Planning and Policy Committee (TEPPC) studies.
o Contributed to a study of the benefits of North-South transmission expansion in Alberta on behalf of AltaLink.
o Co-authored Load-Resource Balance in the Western Interconnection: Towards 2020, a study of west-wide infrastructure needs for achieving aggressive RPS and greenhouse gas reduction goals in 2020 for the Western Electric Industry Leaders (WEIL) Group, comprised of CEOs and executives from a number of utilities through the West, and presented results indicating that developing new transmission infrastructure to integrate remote renewable resources can result in cost savings for consumers under aggressive policy assumptions.

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Market Analysis:
o Leads a team that is conducting an extensive modeling effort for a large group of western utilities to evaluate alternative market options available to them including CAISO’s Extended Day-Ahead Market (EDAM), SPP’s Markets+, and other configurations. o Supported an effort by Pacific Northwest utilities to evaluate the benefits and costs of regional capacity planning reserve sharing mechanisms.
o Co-led a study for the California Independent System Operator in 2017 to estimate the benefits of forming an organized regional electricity market across much of the Western Interconnection.

The study estimated benefits from more efficient capacity expansion, reduced operating reserves, reduced fuel and O&M costs, reduced renewable curtailment, reduced planning reserve margins, and others.
o Led a study for WECC to estimate the benefits of developing a centralized Energy Imbalance Market (EIM) across the Western Interconnection. The study estimated benefits due to increased generation dispatch efficiency resulting from reduced market barriers and increased load and resource diversity among western Balancing Authorities. Led several follow-up studies of alternative Western EIM footprints for potential EIM participants. o Led a study to estimate the benefits of EIM participation for Seattle City Light and Chelan County Public Utilities District.
o Participated in studies of the benefits of joining the Western EIM for numerous utilities including PacifiCorp, Portland Generical Electric, Idaho Power, NorthWestern Energy, the Balancing Area of Northern California, Tucson Electric Power, Public Service Company of New Mexico, and the Bonneville Power Administration.
o Represented BC Hydro in RTO West market design process in areas of congestion management, ancillary services, and transmission pricing.

Cost of Service and Rate Design:
o Testified on behalf of Nova Scotia Power on rate designs for the Company’s Back-up and Top-up service provided to wholesale customers who procure a portion of their supplies, including the appropriate rates for such service as well as the terms and conditions under which third-party supplies are deemed “firm” and therefore eligible for demand charge reductions. o For a medium-sized Northwest public utility district, led a team that analyzed financial risks to native ratepayers of fulfilling service requests for significant new quantities of industrial electric loads.
o For a large Northwest rural electric cooperative, developed a new large load policy to provide electricity service at cost-of-service rates while minimizing upward rate pressure on existing customers.
o For a large Northwest rural electric cooperative, developed a cost-of-service model and redesigned retail electric rates to provide customers with incentives to manage growth in electric loads while equitably allocating benefits from low-cost federal hydropower resources. o For the British Columbia Hydro and Power Authority, assisted with the developed of Stepped Rates for BC Hydro’s large industrial customer class.
o For a medium-sized Northwest rural electric cooperative, led a team that evaluated the rate benefits and rate design options of merging its operations with a neighboring utility. o For a Northwest generation and transmission cooperative, led a team that evaluated alternative options for structuring pooled generation investments, including design of the pool’s wholesale rates to its member cooperatives.

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o For a Northwest rural electric cooperative, evaluated the benefits of membership in alternative power pool options, including an evaluation of which design’s wholesale rate structure was best suited to the utility’s load characteristics.

Energy and Climate Policy:
o Developed policy themes and integrated them into the four long-term planning scenarios under consideration by WECC’s Scenario Planning Steering Group. o Led a team that developed a model of deep carbon dioxide emissions reductions scenarios in the western United States and Canada on behalf of the State-Provincial Steering Committee, a body of western state and provincial officials that provides oversight for WECC. o Led a study of likely changes to power flows and market prices at western electricity trading hubs following California’s adoption of a cap-and-trade system for regulating greenhouse gas emissions in 2013.
o For BC Hydro, evaluated the impact of BC’s provincial greenhouse gas reduction policies on future electric load as part of BC Hydro’s 2011 Integrated Resource Plan. o Served as advisor, facilitator and drafter to the Interim Committee in developing Idaho’s first comprehensive, statewide energy plan in 25 years. The Interim Committee and subcommittees held 18 days of public meetings and received input from dozens of members of the public in developing state-level energy policy recommendations. This process culminated in Mr. Olson drafting the 2007 Idaho Energy Plan, which was approved by the Legislature and adopted as the official state energy plan in March 2007.
o Developed a model that forecasted renewable and conventional generating resources in the WECC region in 2020 as part of an E3 project to advise the California Public Utilities Commission, California Energy Commission and California Air Resources Board about the cost and feasibility of reducing greenhouse gas emissions in the electricity and natural gas sectors.

WASHINGTON OFFICE OF TRADE AND ECONOMIC DEVELOPMENT Olympia, WA Senior Energy Policy Specialist 1996-2002
o Electricity Transmission: Lead responsibility for developing and representing agency policy interests in a variety of regional forums, with a primary focus on pricing and congestion management issues. Lead negotiator on behalf of agency in IndeGO and RTO West negotiations in areas of Congestion Management, Ancillary Services, and Transmission Planning. Participated in numerous subgroups developing issues including congestion zone definition, nature of long-term transmission rights, and RTO role in transmission grid expansion. o Western Regional Transmission Association, 1996-2001: Member, WRTA Board of Directors.

Participated in WRTA Tariff, Access and Pricing Committee. Participated in sub-groups examining “seams” issues among multiple independent system operators in the West and developing a proposal for tradable firm transmission rights in the Western interconnection. o Wholesale Energy Markets: Monitored and analyzed trends in electricity, natural gas and petroleum markets. Editor and principal author of Convergence: Natural Gas and Electricity in Washington, a survey of the Northwest’s natural gas industry in the wake of the extreme price events of winter 2000-2001, and on the eve of a significant increase in demand due to gas-fired power plants. Authored legislative testimony on the ability of the Northwest’s natural gas industry to meet the demand from new, gas-fired power plants. o Electricity Restructuring: Co-authored Washington Electricity System Study, legislatively-mandated study of Washington’s electricity system in the context of ongoing trends and Item 1g
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potential methods of electric industry restructuring. Authored legislative testimony on the impact of restructuring on retail electricity prices in Washington, electric industry restructuring and Washington’s tax system, and the interactions between restructured electricity and natural gas markets.
o Energy Data: Managed three-person energy data team that collected and maintained a repository of state energy data. Developed Washington’s Energy Indicators, a series of policy benchmarks and key trends for Washington’s energy system; second edition published in January 2001.

DECISION ANALYSIS CORPORATION OF VIRGINIA Vienna, VA
Associate 1993-1996
o Energy Modeling and Analysis: Developed energy demand forecasting models for Energy Information Administration’s National Energy Modeling System. Results are published each year in EIA’s Annual Energy Outlook.

Education
University of Pennsylvania Philadelphia, PA
Institut de Francais du Petrole Rueil-Malmaison, France M.S., International Energy Management & Policy
University of Washington Seattle, WA
B.S., Mathematical Sciences, B.S. Statistics
Expert Witness Testimony

1. Colorado Public Utilities Commission, 2023, testified on behalf of Black Hills Energy regarding resource adequacy and resource portfolio modeling in support of its Energy Resource Plan.

2. Georgia Public Service Commission, 2022, testified on behalf of the Georgia Large-Scale Solar Association regarding capacity credits and integration costs attributable to solar and hybrid solar-storage resources in Georgia Power’s 2022 Integrated Resource Plan.

3. Colorado Public Utilities Commission, 2021, testified on behalf of the Colorado Independent Energy Association regarding the benefits of Xcel Energy’s proposed Colorado Pathways Project, and new transmission investment in general, for Colorado electric ratepayers in achieving Colorado’s clean energy goals. The Commission approved Xcel’s application to construct the project.

4. Nova Scotia Utility and Review Board, 2021, testified on behalf of Nova Scotia Power regarding rate designs for the Company’s Back-up and Top-up service provided to wholesale customers who procure a portion of their supplies, including the appropriate rates for such service as well as the terms and conditions under which third-party supplies are deemed “firm” and therefore Item 1g
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eligible for demand charge reductions. The Board adopted Nova Scotia Power’s position in each of the areas in which I testified.

5. South Carolina Public Service Commissions, 2021, testified on behalf of the Carolinas Clean Energy Business Association regarding Duke Energy Carolinas and Duke Energy Progress’s resource adequacy studies, the capacity value attributed to solar and battery storage resources, and their incorporation in Duke’s capacity expansion modeling in their 2020 IRP processes.

6. Ontario Superior Court of Justice, 2021, testified on behalf of the Province of Ontario regarding Ontario’s Feed-in Tariff policies and the resulting renewable energy contracts. The Court found on behalf of the Province in each area.

7. Georgia Public Service Commission, 2020, testified on behalf of the Georgia Large-Scale Solar Association, Georgia Power’s Capacity and Energy Payments to Cogenerators Under PURPA and Georgia Power Company’s Green Energy Program.

8. New Mexico Public Regulation Commission, 2020, testified on behalf of El Paso Electric Company regarding independent analysis that E3 performed of the Company’s selection of solar, energy storage and new gas resources stemming from its 2018 all-source capacity solicitation.

9. Georgia Public Service Commission, 2019, testified on behalf of the Georgia Large-Scale Solar Association in Georgia Power’s Integrated Resource Plan (IRP) proceeding regarding the quantity of large-scale solar energy that Georgia Power could procure in order to maximize customer benefits.

10. Oregon Public Utilities Commission, 2017, testified on behalf of Commission staff regarding methodologies for assessing the value of customer-owned solar resources.

11. Oregon Public Utilities Commission, 2016, testified on behalf of Portland General Electric Company regarding methodologies for assessing the capacity contribution of variable renewable energy resources.

12. Province of Ontario, Commercial Arbitration, 2015, testified regarding policies related to renewable energy procurement and determination of available transmission capacity. The Arbitrator found on behalf of the Province in each of the areas in which I testified.

13. California Energy Commission, 2014, testified on behalf of Abengoa and BrightSource Energy regarding the cost and feasibility of distributed generation and energy storage alternatives to a large, concentrating solar power plant project in the context of a power plant siting case.

14. California Energy Commission, 2013, testified on behalf of BrightSource Energy regarding the cost and feasibility of distributed generation alternatives to a large, concentrating solar power plant project in the context of a power plant siting case.

15. Alberta Electric Utilities Commission, 2012, testified on behalf of Powerex Corporation reviewing industry practices regarding treatment of existing transmission capacity, in the case when new transmission lines are interconnected.

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16. California Public Utilities Commission, 2011, provided testimony on behalf of Pacific Gas and Electric Company, Southern California Edison Company, and San Diego Gas & Electric Company regarding cost, revenue requirement, average retail rates, and cost of carbon reductions from alternative resource portfolios in the Long-Term Procurement Planning Proceeding.

17. California Public Utilities Commission, 2010, testified on behalf of BrightSource Energy and First Solar regarding the need for the he Eldorado-Ivanpah Transmission Project (EITP) proposed by Southern California Edison (SCE) to help integrate over 1000 MW of utility-scale solar generation.

18. California Energy Commission, 2010, testified on behalf of BrightSource Energy regarding the cost and feasibility of distributed generation alternatives to a large, concentrating solar power plant project in the context of a power plant siting case. The case successfully resulted in a site license for the Ivanpah Solar Generating Station.

Publications

1. Sun, Yuchi, James H. Nelson, John C. Stevens, Adrian H. Au, Vignesh Venugopal, Charles Gulian, Saamrat Kasina, Patrick O'Neill, Mengyao Yuan, and Arne Olson, “Machine learning derived dynamic operating reserve requirements in high-renewable power systems,” Journal of Renewable and Sustainable Energy; Volume 14, Issue 3; June 24, 2022; https://doi.org/10.1063/5.0087144

2. Burdick, Aaron, Nick Schlag, Adrian Au, Roderick Go, Zachary Ming, and Arne Olson, “Lighting a Reliable Path to 100% Clean Electricity: Evolving Resource Adequacy Practices for a Decarbonizing Grid”, IEEE Power and Energy Magazine; Volume: 20; Issue: 4; June 22, 2022, https://ieeexplore.ieee.org/document/9804183

3. Baik, Ejeong, Kiran P. Chawla, Jesse D. Jenkins, Clea Kolster, Neha S. Patankar, Arne Olson, Sally M. Benson, Jane C.S. Long, “What is different about different net-zero carbon electricity systems”, Energy and Climate Change, Volume 2, December 2021, https://www.sciencedirect.com/science/article/pii/S2666278721000234

4. Arne Olson and Adam Simpson, “Greening the Microgrid: Moving beyond backup with cleaner sources of firm energy”, Power Engineering, June 21, 2021, https://www.power-eng.com/on-site-power/greening-the-microgrid-moving-beyond-backup-with-cleaner-sources-of-firm-energy/#gref

5. Long, Jane C.S., Ejeong Baik, Jesse D. Jenkins, Clea Kolster, Kiran Chawla, Arne Olson, Armond Cohen, Michael Colvin, Sally M. Benson, Robert B. Jackson, David G. Victor, and Steven P.

Hamburg. “Clean Firm Power is the Key to California’s Carbon-Free Energy Future.” Issues in Science and Technology, March 24, 2021, https://issues.org/california-decarbonizing-power-wind-solar-nuclear-gas/

6. Scott Burger, Marco Ferrara, Roderick Go, and Arne Olson, “To build a zero-carbon grid, we first need to model it accurately”, Utility Dive, December 23, 2020, Item 1g
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https://www.utilitydive.com/news/to-build-a-zero-carbon-grid-we-first-need-to-model-it-accurately/592704/

7. Nick Schlag, Zachary Ming and Arne Olson, “Adding it all up: Counting the capacity contribution of variable and duration-limited resources”, Utility Dive, September 10. 2020, https://www.utilitydive.com/news/adding-it-all-up-counting-the-capacity-contribution-of-variable-and-durati/584843/

8. Wu, Grace; Leslie, Emily; Sawyerr, Oluwafemi; Cameron, D. Richard; Brand, Erica; Cohen, Brian; Allen, Douglas; Ochoa, Marcela; Olson, Arne, "Low-impact land use pathways to deep decarbonization of electricity", Environmental Research Letters, Volume 15, Number 7, 10 July 2020

9. Arne Olson and Dan Mullen, “For a smart transition to 100% clean energy: Renewables, storage and, in some cases, new gas”, Utility Dive, December 18, 2019, https://www.utilitydive.com/news/for-a-smart-transition-to-100-clean-energy-renewables-storage-and-in-so/569279/

10. Woo, C.K., J. Zarnikau, Y. Chen, A. Olson, J. Moore, T. Ho, Y. Liu, and X. Luo (2017) “An empirical analysis of California’s hybrid capacity options” The Electricity Journal, Volume 31, Issue 2, March 2018, Pages 7-12

11. Woo, C.K., A. Olson, Y. Chen, J. Moore, N. Schlag, A. Ong, and T. Ho (2017) “Does California's CO2 price affect wholesale electricity prices in the Western U.S.A.?” Energy Policy, 110, 9–19

12. Olson, A., C.K. Woo, N. Schlag and A. Ong (2016) "What Happens in California Does Not Always Stay in California: The Effect of California's Cap-and-Trade Program on Wholesale Electricity Prices in the Western Interconnection," The Electricity Journal, 29(7), 18-22

13. Woo, C.K., J. Moore, B. Schneiderman, T. Ho, A. Olson, L. Alagappan, K. Chawla, N. Toyama, J.

Zarnikau (2016) “Merit-order effects of renewable energy and price divergence in California’s day-ahead and real-time electricity markets,” Energy Policy, 92, 299-312

14. Woo, C.K., J. Moore, B. Schneiderman; A. Olson; R. Jones; T. Ho; N. Toyama; J. Wang; and J.

Zarnikau, “Merit-order Effects of Day-ahead Wind Generation Forecast in the Hydro-rich Pacific Northwest”, The Electricity Journal, Vol. 28, Issue 9, November 2015

15. Olson, A., A. Mahone, E. Hart, J. Hargreaves, R. Jones, N. Schlag, G. Kwok, N. Ryan, R. Orans and R. Frowd, “Halfway There: Can California Achieve a 50% Renewable Grid?”, IEEE Power and Energy Magazine, Volume:13, Issue: 4, pp. 41-52, July-Aug. 2015

16. Olson, A., R. Jones, E. Hart and J. Hargreaves, “Renewable Curtailment as a Power System Flexibility Resource,” The Electricity Journal, Volume 27, Issue 9, November 2014, pages 49-61

17. Hargreaves, J., E. Hart, R. Jones and A. Olson, “REFLEX: An Adapted Production Simulation Methodology for Flexible Capacity Planning,” IEEE Transactions on Power Systems, Volume:30, Issue: 3, September 2014, pages 1306 - 1315
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18. Woo, C.K., T. Hob, J. Zarnikau, A. Olson, R. Jones, M. Chait, I. Horowitz, J. Wang, “Electricity-market price and nuclear power plant shutdown: Evidence from California”, Energy Policy, 2014, vol. 73, issue C, pages 234-244

19. Woo, C.K., Zarnikau J, Kadish J, Horowitz I, Wang J, Olson A. (2013) "The Impact of Wind Generation on Wholesale Electricity Prices in the Hydro-Rich Pacific Northwest," IEEE Transactions on Power Systems, 28(4), 4245-4253.

20. Orans, R., A. Olson, J. Moore, J. Hargreaves, R. Jones, G. Kwok, F. Kahrl, and C.K. Woo (2013) “Energy Imbalance Market Benefits in the West: A Case Study of PacifiCorp and CAISO,” Electricity Journal, 26:5, 26-36.

21. Olson A., R. Jones (2012) "Chasing Grid Parity: Understanding the Dynamic Value of Renewable Energy," Electricity Journal, 25:3, 17-27.

22. Woo, C.K., H. Liu, F. Kahrl, N. Schlag, J. Moore and A. Olson (2012) “Assessing the economic value of transmission in Alberta’s restructured electricity market,” Electricity Journal, 25(3): 68-80.

23. DeBenedictis, A., D. Miller, J. Moore, A. Olson, C.K. Woo (2011) "How Big is the Risk Premium in an Electricity Forward Price? Evidence from the Pacific Northwest," Electricity Journal, 24:3, 72-

76. 24. Woo, C.K., I. Horowitz, A. Olson, A. DeBenedictis, D. Miller and J. Moore (2011) "Cross-Hedging and Forward-Contract Pricing of Electricity in the Pacific Northwest," Managerial and Decision Economics, 32, 265-279.

25. Moore, J., C.K. Woo, B. Horii, S. Price and A. Olson (2010) "Estimating the Option Value of a Non-firm Electricity Tariff," Energy, 35, 1609-1614.

26. Olson A., R. Orans, D. Allen, J. Moore, and C.K. Woo (2009) "Renewable Portfolio Standards, Greenhouse Gas Reduction, and Long-line Transmission Investments in the WECC," Electricity Journal, 22:9, 38-46.

27. Moore, J., C.K. Woo, B. Horii, S. Price, A. Olson (2009) "Estimating the Option Value of a Non-firm Electricity Tariff," Energy, 35, 1609-1614.

28. Woo, C.K., I. Horowitz, N. Toyama, A. Olson, A. Lai, and R. Wan (2007) “Fundamental Drivers of Electricity Prices in the Pacific Northwest,” Advances in Quantitative Analysis of Finance and Accounting, 5, 299-323.

29. Lusztig, C., P. Feldberg, R. Orans, and A. Olson (2006) “A survey of transmission tariffs in North America,” Energy-The International Journal 31, 1017-1039.

30. Woo, C.K., A. Olson, I. Horowitz and S. Luk (2006) “Bi-directional Causality in California’s Electricity and Natural-Gas Markets,” Energy Policy, 34, 2060-2070.

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31. Woo, C.K., I. Horowitz, A. Olson, B. Horii and C. Baskette (2006) “Efficient Frontiers for Electricity Procurement by an LDC with Multiple Purchase Options,” OMEGA, 34:1, 70-80.

32. Woo, C.K., A. Olson and I. Horowitz (2006) “Market Efficiency, Cross Hedging and Price Forecasts:

California’s Natural-Gas Markets,” Energy, 31, 1290-1304.

33. Woo, C.K., A. Olson and R. Orans (2004) “Benchmarking the Price Reasonableness of an Electricity Tolling Agreement,” Electricity Journal, 17:5, 65-75.

34. Orans, R., A. Olson, C. Opatrny, Market Power Mitigation and Energy Limited Resources, Electricity Journal, March, 2003.

Research Reports

1. Resource Adequacy in the Desert Southwest, co-author, February 2022, https://www.ethree.com/projects/resource-adequacy-in-the-desert-southwest/

2. The Load-Serving Entity Reliability Obligation: A Market Design Reform to Ensure Electric Reliability in Texas, co-author, September 2021, https://www.ethree.com/new-e3-whitepaper-proposes-reform-for-texas-electricity-market/

3. Oregon Renewable Energy Market and Industry Assessment Report, Oregon Department of Energy, co-author, June 2021, https://www.oregon.gov/energy/energy-oregon/Documents/2022-RE-Market-Industry-Assessment-Report.pdf

4. Scalable Markets for the Energy Transition: A Blueprint for Wholesale Electricity Market Reform, lead author, May 2021, https://www.ethree.com/wp-content/uploads/2021/05/E3-Scalable-Clean-Energy-Market-Design-2021-05-24-vFinal.pdf

5. Powering a Green Nova Scotia, Together: 2020 Integrated Resource Plan, E3 project lead and contributing author, November 2020, https://irp.nspower.ca/files/key-documents/E3_NS-Power_2020_IRP_Report_final_Nov-27-2020.pdf

6. Net-Zero New England: Ensuring Electric Reliability in a Low-Carbon Future, Energy and Environmental Economics, Inc. and Energy Futures Initiative, project lead and contributing author, November 2020, https://www.ethree.com/wp-content/uploads/2020/11/E3-EFI_Report-New-England-Reliability-Under-Deep-Decarbonization_Full-Report_11-17-2020_Release.pdf

7. Pacific Northwest Zero-Emitting Resources Study, prepared for Energy Northwest, project lead and contributing author, January 2020, https://www.ethree.com/wp-content/uploads/2020/02/E3-Pacific-Northwest-Zero-Emitting-Resources-Study-Jan-2020.pdf

8. Least Cost Carbon Reduction Policies in PJM, project lead and contributing author, October 2020, https://www.ethree.com/wp-content/uploads/2020/10/E3-
Least_Cost_Carbon_Reduction_Policies_in_PJM-1.pdf
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9. “Capacity and Reliability Planning in the Era of Decarbonization: Practical Application of Effective Load Carrying Capability in Resource Adequacy”, E3 White Paper, contributing author, August 2020, https://www.ethree.com/wp-content/uploads/2020/08/E3-Practical-Application-of-ELCC.pdf

10. Minnesota Energy Storage Cost-Benefit Analysis, December 2019, prepared for the Minnesota Department of Commerce, Division of Energy Resources, https://www.ethree.com/wp-content/uploads/2020/01/E3-Minnesota-energy-storage-cost-benefit-study-2020.pdf

11. Capacity Needs of the Pacific Northwest, December 2019, prepared for National Grid, https://www.ethree.com/wp-content/uploads/2019/12/E3-PNW-Capacity-Need-FINAL-Dec-2019.pdf

12. Exploring a Resource Adequacy Program for the Pacific Northwest, October 2019, prepared on behalf of the Northwest Power Pool, project lead and contributing author, https://www.nwpp.org/private-media/documents/2019.11.12_NWPP_RA_Assessment_Review_Final_10-23.2019.pdf

13. California Offshore Wind: Workforce Impacts and Grid Integration, September 2019, with the University of California – Berkeley Labor Center, contributing author, https://laborcenter.berkeley.edu/offshore-wind-workforce-grid/

14. Xcel Energy Low Carbon Scenario Analysis: Decarbonizing the Generation Portfolio of Xcel Energy’s Upper Midwest System, July 2019, prepared on behalf of Xcel Energy, project lead and contributing author, https://www.ethree.com/wp-content/uploads/2019/08/E3_Xcel_MN_IRP_Report_2019-07_FINAL.pdf

15. Grace C. Wu, D. Richard Cameron, Emily Leslie, Douglas Allen, Oluwafemi Sawyerr, Erica Brand, Brian Cohen, Marcela Ochoa and Arne Olson, “Power of Place: Land Conservation and Clean Energy Pathways for California”, prepared for The Nature Conservancy, San Francisco, June 2019,
https://www.scienceforconservation.org/assets/downloads/Technical_Report_Power_of_Place. pdf

16. Electricity System Reliability Under Long-Run Deep Decarbonization Pathways in California, June 2019, prepared on behalf of the Calpine Corporation, project lead and contributing author, https://www.ethree.com/wp-content/uploads/2019/06/E3_Long_Run_Resource_Adequacy_CA_Deep-Decarbonization_Final.pdf

17. Resource Adequacy in the Pacific Northwest, March 2019, prepared on behalf of Puget Sound Energy, the Public Generating Pool, Avista Corporation and NorthWestern Energy, project lead and contributing author,
https://www.ethree.com/wp-content/uploads/2019/03/E3_Resource_Adequacy_in_the_Pacific-Northwest_March_2019.pdf Item 1g
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18. Investigating the Economic Value of Flexible Solar Power Plants, October 2018, prepared on behalf of First Solar with the assistance of Tampa Electric Company, project lead and contributing author,
https://www.ethree.com/projects/investigating-the-economic-value-of-flexible-solar-plants/

19. Western Interconnection Gas-Electric Interface Study, June 2018, prepared on behalf of the Western Electric Coordinating Council, contributing author, https://www.wecc.org/Administrative/WECC%20Gas-Electric%20Study%20Public%20Report.pdf

20. Pacific Northwest Low Carbon Scenario Analysis, December 2017, prepared on behalf of the Public Generating Pool, project lead and contributing author, https://www.ethree.com/projects/study-policies-decarbonize-electric-sector-northwest-public-generating-pool-2017-present/

21. 2025 California Demand Response Potential Study - Charting California's Demand Response Future, March 2017, prepared on behalf of the California Public Utilities Commission, contributing author, http://eta-publications.lbl.gov/sites/default/files/lbnl-2001113.pdf

22. The Future of Electricity Resource Planning, Volume 6 of the Lawrence Berkeley National Laboratory Electricity Markets and Policy Group’s Future Electric Utility Regulation Report Series, September 2016, https://emp.lbl.gov/publications/future-electricity-resource-planning

23. Senate Bill 350 Study: The Impacts of a Regional ISO-Operated Power Market on California, July 2016, prepared on behalf of the California Independent System Operator, project lead and contributing author,
https://www.caiso.com/informed/Pages/RegionalEnergyMarket/BenefitsofaRegionalEnergyMar ket.aspx

24. Western Interconnection Flexibility Assessment, December 2015, prepared on behalf of the Western Electric Coordinating Council and the Western Interstate Energy Board, project lead and contributing author, https://ethree.com/public_projects/western_interconnection_study.php

25. Natural Gas Infrastructure Adequacy in the Western Interconnection: An Electric Sector Perspective, July 2014, prepared on behalf of the Western Interstate Energy Board, project lead and contributing author, https://ethree.com/public_projects/wieb.php

26. “Capital Cost Review of Power Generation Technologies: Recommendations for WECC’s 10- and 20-Year Studies, March 2014, prepared for the Western Electric Coordinating Council

27. Investigating a Higher Renewables Portfolio Standard for California, January 2014, prepared on behalf of the Los Angeles Department of Water and Power, Pacific Gas and Electric Company, Sacramento Municipal Utilities District, San Diego Gas & Electric, and Southern California Edison, technical lead and lead author,
http://www.ethree.com/public_projects/renewables_portfolio_standard.php

28. Optimal Investment in Power System Flexibility, E3 White Paper, December 2013, https://ethree.com/documents/Olson_Flexibility_Investment_2013-12-23.pdf Item 1g
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29. PacifiCorp-ISO Energy Imbalance Market Benefits, March 2013, https://www.ethree.com/wp-content/uploads/2017/02/PacifiCorp-ISOEnergyImbalanceMarketBenefits-1.pdf

30. Cost and Performance Review of Generation Technologies: Recommendations for WECC 10- and 20-Year Study Process, October 2012, prepared on behalf of the Western Electric Coordinating Council, editor and contributing author,
http://www.wecc.biz/committees/BOD/TEPPC/TAS/121012/Lists/Minutes/1/121005_GenCapCo stReport_finaldraft.pdf.

31. Economic Assessment of North/South Transmission Capacity Expansion in Alberta, January 2012, prepared on behalf of AltaLink, contributing author.

32. Energy Imbalance Market Benefits Study, October 2011, prepared on behalf of the Western Electric Coordinating Council, project lead and contributing author, http://www.wecc.biz/committees/EDT/EDT%20Results/EDT%20Cost%20Benefit%20Analysis%20 Report%20-%20REVISED.pdf

33. High Plains Express Initiative, Stage 2 Feasibility Report, April 2011, project lead and contributing author,
http://www.highplainsexpress.com/site/stakeholderMeetingDocuments/HPX_Stage-2_Feasibility-report.pdf

34. State of Wyoming Wind Energy Costing Model, June 2010, prepared on behalf of the Wyoming Infrastructure Authority and Governor’s office, author, http://legisweb.state.wy.us/2010/WyomingWindModel_7_01_2010.pdf

35. Recommendations for Documentation of Seattle City Light Energy Delivery Capital Expenditures, February 2010, prepared on behalf of the Seattle City Council, project lead and contributing author, http://clerk.seattle.gov/~ordpics/31219exA.pdf

36. California Public Utilities Commission, 33% Renewables Portfolio Standard Implementation Analysis, Preliminary Results, June 2009, project lead and contributing author, http://www.cpuc.ca.gov/NR/rdonlyres/1865C207-FEB5-43CF-99EB-A212B78467F6/0/33PercentRPSImplementationAnalysisInterimReport.pdf

37. California Public Utilities Commission, Energy Division Straw Proposal on LTPP Planning Standards, June 2009, project lead and contributing author, http://www.cpuc.ca.gov/NR/rdonlyres/1865C207-FEB5-43CF-99EB-A212B78467F6/0/33PercentRPSImplementationAnalysisInterimReport.pdf

38. California Public Utilities Commission, Survey of Utility Resource Planning and Procurement Practices for Application to Long-Term Procurement Planning in California, September 2008, http://www.cpuc.ca.gov/NR/rdonlyres/029611EA-D7C7-4ACC-84D6- D6BA8515723A/0/ConsultantsReportonUtilityPlanningPracticesandAppendices09172008.pdf.

39. Remote Renewable and Low-Carbon Resource Options for BPA, May 2008, prepared on behalf of the Bonneville Power Administration, author,
http://www.ethree.com/public_projects/BPA_options.html
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40. Load-Resource Balance in the Western Interconnection: Towards 2020, prepared on behalf of the Western Electric Industry Leaders Group, January 2008, contributing author, http://www.weilgroup.org/E3_WEIL_Complete_Study_2008_082508.pdf

41. Umatilla Electric Cooperative 2008 Integrated Resource Plan, January 2009, contributing author.

42. Lower Valley Energy 2007 Integrated Resource Plan Update, February 2007, contributing author.

43. 2007 Idaho Energy Plan, January 2007, prepared on behalf of the Idaho Legislative Council Interim Committee on Energy and Technology,
http://www.legislature.idaho.gov/sessioninfo/2007/energy_plan_0126.pdf

44. Base Case Integrated Resource Plan for PNGC Power, April 2006, author.

45. Integrated Resource Planning for Coos-Curry Electric Cooperative, August 2005, author.

46. Integrated Resource Planning for Lower Valley Energy, December 2004, author.

47. “A Forecast Of Cost Effectiveness: Avoided Costs and Externality Adders”, prepared for the California Public Utilities Commission, February 2004, contributing author.

48. Stepped Rate Design Report, prepared for BC Hydro and filed with the BCUC, May 2003, contributing author.

49. Convergence: Natural Gas and Electricity in Washington, editor and principal author.

Washington Office of Trade and Economic Development, May 2001. http://www.energy.cted.wa.gov/Papers/Convergence.htm

50. 2001 Biennial Energy Report: Issues and Analyses for the Washington State Legislature, contributing author. Washington Office of Trade and Economic Development, February 2001. http://www.energy.cted.wa.gov/BR2001/default.htm

51. Study of Electricity Taxation, contributing author. Washington Department of Revenue, December 1999. http://www.energy.cted.wa.gov/papers/taxstudy.doc

52. Washington Energy Indicators, author. Washington Department of Community, Trade and Economic Development, February 1999.
http://www.energy.cted.wa.gov/Indicators99/Contents.htm

53. Washington State Electricity Study, contributing author. Washington Department of Community, Trade and Economic Development and Washington Utilities and Transportation Commission, January 1999. http://www.energy.cted.wa.gov/6560/finalapp.htm

54. Our Energy Future: At a Crossroads. 1997 Biennial Energy Report, contributing author.

Washington Department of Community, Trade and Economic Development, January 1997. http://www.energy.cted.wa.gov/BIENREPO/CONTENTS.HTM
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55. Washington State Energy Use Profile 1996, contributing author. Washington State Energy Office, June 1996. http://www.energy.cted.wa.gov/FILES/PRFL/BASE02.HTM

56. Model Documentation Report: Transportation Sector Model of the National Energy Modeling System, contributing author. Decision Analysis Corporation of Virginia. Prepared for Energy Information Administration, March 1994.

Selected Public Presentations

1. “State of the California Market”, Independent Energy Producers Association Annual Meeting, invited speaker, Fallen Leaf Lake, California, September 27, 2022

2. “Capacity Markets in the Western Context”, Northwest and Independent Power Producer Coalition Annual Meeting, invited panelist, Alderbrook Resort, Washington, September 13, 2022

3. Federal Energy Regulatory Commission Technical Conference on Increasing Real-time and Day-ahead Market and Planning Efficiency Through Improved Software, “Using E3’s RESERVE Machine Learning Model to Advance the Calculation of Subhourly Ancillary Services Needs in Deeply Renewable Grids”, June 23, 2022

4. “Dynamic Reserve Calculation with E3’s RESERVE Model,” Energy Systems Integration Group:

Meteorology and Market Design for Grid Services Workshop, Denver, Colorado, June 8, 2022

5. “Transmission Planning Overview”, Washington Transmission Corridors Working Group, June 8, 2022

6. “Scalable Markets for the Energy Transition: A Blueprint for Wholesale Electricity Market Reform”, NewsData and CJB Energy Economics, Western Electric System Transformation:

Connecting The WEST, February 25, 2022

7. Federal Energy Regulatory Commission, Technical Conference Regarding Energy and Ancillary Services Markets, invited panelist on “Revising RTO/ISO market models, optimization, and other software elements to address operational flexibility needs”, October 12, 2021

8. “All Hands on Deck: State of the Market in California”, Independent Energy Producers Association Annual Meeting, invited speaker, Fallen Leaf Lake, California, September 21, 2021

9. “Scalable Markets for the Energy Transition: A Blueprint for Wholesale Electricity Market Reform”, Northwest and Intermountain Power Producer Coalition Annual Meeting, Union, Washington, September 13, 2021

10. “Climate Change and the Energy Transition: Our Energy Infrastructure at a Crossroads”, Pacific Northwest Economic Region Annual Summit Plenary Session: Overview of our Regional Infrastructure and Policy Landscape, invited speaker, August 17, 2021 Item 1g
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11. “Benefits of Nuclear Energy in Achieving Zero Emissions in the Pacific Northwest”, National Association of Regulatory Utility Commissioners Nuclear Energy Partnership August Webinar, invited speaker, August 6, 2021

12. Northwest Power Pool Resource Adequacy Symposium, “Report From the Region”, invited panelist, August 3, 2021

13. “Scalable Markets for the Energy Transition: A Blueprint for Wholesale Electricity Market Reform”, IEEE Power and Energy Society General Meeting Super Session, Impact of Climate Change on the Power Grid, invited panelist, July 29, 2021

14. OurEnergyPolicy Energy Leaders Webinar Series: Proposed Federal Clean Energy Standards, invited panelist, July 28, 2021, https://www.ourenergypolicy.org/the-proposed-federal-clean-energy-standard/

15. “Opportunities and Challenges in Achieving Pacific Northwest Climate Goals”, Oregon Rural Electric Cooperative Association, invited speaker, July 13, 2021

16. “Rethinking Resource Adequacy in a Decarbonized World”, GridForward Building the Decarbonized Grid Summit, invited panelist, June 9, 2021

17. “Green Hydrogen: How Production, Infrastructure and End Uses Will Power an Economic Revolution”, Infocast webinar, invited panelist, June 3, 2021

18. “Resource Adequacy Challenges in 2021 and Beyond”, Energy Systems Integration Group Spring Meeting Plenary Session, invited panelist, April 8, 2001

19. “Opportunities and Challenges in Achieving Pacific Northwest Climate Goals”, Pacific Northwest Economic Region Forum, invited panelist, March 24, 2021

20. “Wholesale Electricity Market Reforms for the Clean Energy Transition: an E3 Perspective”, PJM Interconnection Capacity Market Workshop, March 12, 2021

21. “Electric Resource Adequacy: California and the West”, NewsData and CJB Energy Economics Webinar, invited speaker, January 28, 2021

22. “Keeping the Lights on in California”, Power Markets Today Webinar, invited panelist, December 2, 2020

23. “Resource Adequacy: Now and in the Future”, Western Electric Coordinating Council Resource Adequacy Forum, invited speaker, November 18, 2020

24. “Accreditation of Dispatch-Limited Resources in Organized Capacity Markets”, Organization of PJM States, invited panelist, October 20, 2020

25. “The Role of Electricity in Meeting Economy-wide Carbon Goals”, Centre for Energy Advancement through Technological Innovation (CEATI), invited panelist, October 15, 2020 Item 1g
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26. Federal Energy Regulatory Commission, Technical Conference regarding Carbon Pricing in Organized Wholesale Electricity Markets, invited panelist, September 30, 2020

27. “California and the Western Market: Trends and Opportunities”, opening speaker, Independent Energy Producers Association Annual Meeting, September 23, 2020

28. “Decarbonizing the Power System: Summary of Lessons Learned”, opening speaker, Columbia University – Johns Hopkins University Future Power Markets Forum, Session 1, June 2, 2020

29. “Decarbonizing Electric Power Systems”, invited speaker, Minnesota Rural Electric Association Annual Meeting, April 8, 2020

30. “Resource Adequacy under High Renewable Penetration”, Austin Electricity Conference, invited speaker, Austin, Texas, March 5, 2020

31. “Long-Run Resource Adequacy under Deep Decarbonization Pathways for California”, invited speaker, California Energy Commission, California Public Utilities Commission and California Air Resources Board SB100 Technologies & Scenarios Workshop, San Francisco, California, November 18, 2019

32. “Resource Adequacy in the Pacific Northwest: Summary of existing studies and benefits of a regional program”, invited speaker, Northwest Power Pool Resource Adequacy Symposium, Portland, Oregon, October 2, 2019

33. “California Energy Outlook: Where Are We?”, invited speaker, California Independent Energy Producers Association Annual Meeting, Fallen Leaf Lake, California, September 23, 2019

34. “Resource Adequacy in the Pacific Northwest”, invited speaker, Northwest and Intermountain Power Producer Coalition Annual Meeting, Union, Washington, September 10, 2019

35. “Northwest Resource Adequacy Outlook”, invited speaker, Oregon Public Utilities Commission, NW Resource Adequacy Outlook Workshop, Salem, Oregon, May 28, 2019

36. “Achieving New York’s “Green New Deal” And Deep Decarbonization Of the Electric Sector”, invited speaker, Independent Power Producers of New York 33rd Annual Spring Conference, May 8, 2019, Albany, New York

37. “Grid Flexible Solar: Leveraging Utility-Scale Solar for Flexible Dispatch & Operations” invited speaker, Committee on Regional Electric Cooperation and Western Interconnection Regional Advisory Board, Salt Lake City, Utah, April 18, 2019

38. “Resource Adequacy in a Postmodern World”, invited speaker, Committee on Regional Electric Cooperation and Western Interconnection Regional Advisory Board, Salt Lake City, Utah, April 18, 2019

39. “The Economic & Business Implications of Energy Storage”, invited panelist, Austin Electricity Conference, Austin, Texas, April 4, 2019
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40. “Resource Adequacy and Planning Reserve Sharing in Bilateral and Organized Markets”, invited speaker, Northwest Power Markets Design Informational Seminar, Portland, Oregon, October 24, 2018

41. “Future Energy Systems: The Role for Natural Gas in a High-Renewables, Decarbonizing World”, invited speaker, Stanford Natural Gas Initiative Symposium, Palo Alto, California, October 16, 2018

42. “Charged, Smart and Ready: Getting the most out of new consumer technologies”, invited speaker, Northwest and Intermountain Power Producers Coalition Annual Meeting, Alderbrook Resort, Union, Washington, October 9, 2018

43. “Getting to 100% ‘Clean Energy’”, invited speaker, Independent Energy Producers Association’s 37th Annual Meeting, Fallen Leaf Lake, South Lake Tahoe, California, October 3, 2018

44. “Pacific Northwest Low Carbon Scenario Analyses: Achieving Least-Cost Carbon Emissions Reductions in the Electricity Sector”, invited appearance before the Washington State Legislature Energy Supply & Energy Conservation Joint Committee, September 24, 2018

45. “Achieving High Renewable Penetration with Grid-Friendly Operations”, invited panelist, Austin Electricity Conference, Austin, Texas, April 12, 2018

46. “Electric industry trends and their impacts on hydropower”, invited speaker, Bonneville Power Administration Strategic Plan Implementation Public Workshop, Portland, Oregon, March 2, 2018

47. “Customer Engagement: An Adaptive Survival Strategy for Electric Utilities”, invited speaker, Energy NewsData Utility Customer Engagement Conference, Portland, Oregon, November 17, 2017

48. “Grid of the Future, Industry of the Future”, Platinum Seminar at the Northwest and Intermountain Power Producer Coalition Annual Meeting, Union, Washington, September 11, 2017

49. “California’s Solar Buildout: Implications for Electricity Markets in the West”, invited speaker, EPIS Electric Market Forecasting Conference, Las Vegas, Nevada, September 7, 2017

50. “Value of Hydro in a GHG-Constrained World”, invited panelist, HydroVision International, Session 1A: How Does Hydro 'Play' in the Energy Playground? Welcome to the New Wild West, Denver, Colorado, June 28, 2017

51. “Resource Adequacy and Planning Reserve Margins”, invited speaker, Technical Conference on Capacity Planning and Resource Adequacy, Montana Public Service Commission, Helena, Montana, June 8, 2017

52. “That Faint Whooshing Sound: California Solar and Changing Western Power Markets”, invited speaker, Northwest Power Markets: Mapping the Road Ahead, presented by Energy NewsData and CJB Energy, Portland, Oregon, May 24, 2017
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53. “Observations on Current Resource Adequacy Practices”, invited speaker, Committee for Regional Electric Power Cooperation/Western Interconnection Regional Advisory Body, Boise, Idaho, April 13, 2017

54. “Assessing Flexibility Needs in Highly Renewable Systems,” invited speaker, Wärtsilä Symposium, Portland, Oregon, September 27, 2016

55. “Review: Natural Gas Infrastructure Adequacy in the Western Interconnection,” invited speaker, Committee for Regional Electric Power Cooperation/Western Interconnection Regional Advisory Body, San Diego, California, October 31, 2016

56. “PATHWAYS to Deep Decarbonization: California”, Western Electric Coordinating Council, Transmission Expansion Planning and Policy Committee, Salt Lake City, Utah, August 17, 2016

57. “Renewable Euphoria and the ‘Big Long’: How Renewable Energy Will Impact Western Markets”, invited speaker, Mid-C Seminar, Wenatchee, Washington, July 27, 2016

58. “The Role of Renewables in Meeting California’s Greenhouse Gas Goals”, invited speaker, Renewable Energy Integration Summit, San Diego Regional Chamber of Commerce, July 18, 2016

59. “Essential Reliability Services”, invited panelist, Western Electric Coordinating Council, Western Reliability Summit, Salt Lake City, Utah, May 18, 2016

60. “Meeting a 50% RPS for California”, invited panelist, Infocast California Energy Summit, Santa Monica, California, May 11, 2016

61. “The Future of Resource Planning”, invited keynote speaker, Great Plains Institute’s e21 Initiative, St. Paul, Minnesota, April 5, 2016

62. “Market Driven Distributed Generation in the Western Interconnection”, invited panelist, Committee on Regional Electric Power Cooperation biennial meeting, Salt Lake City, Utah, March 22, 2016

63. “Is Solar the New Hydro?”, invited panelist, Northwest Hydroelectric Association 2016 Annual Conference, Portland, Oregon, February 17, 2016

64. “The Role of Energy Storage as a Renewable Integration Solution under a 50% RPS”, invited panelist, Joint California Energy Commission and California Public Utilities Commission Long-Term Procurement Plan Workshop on Bulk Energy Storage, Sacramento, California, November 20, 2015

65. “Planning for Variable Generation Integration Needs”, invited panelist, Utility Variable-generation Integration Group, Operating Impact And Integration Studies Users Group Meeting, San Diego, California, October 13, 2015

66. “The Role of Renewables in a Post-Coal World”, invited panelist, Energy Foundation, Beyond Coal to Clean Energy Conference, San Francisco, California, October 9, 2015, Item 1g
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67. “Implications of a 50% RPS for California”, invited panelist, Argus Carbon Summit, Napa, California, October 6, 2015

68. “Western EIM: Status Report and Implications for Public Power”, Keynote speaker, Large Public Power Council meeting, Seattle, Washington, September 16, 2015

69. “California’s 50% RPS Goal: Opportunities for Western Wind Developers”, Keynote speaker at a meeting of the Wyoming Infrastructure Authority, Berkeley, California, July 28, 2015

70. “Western Interconnection Flexibility Assessment”, Western Electric Coordinating Council Board of Directors, Salt Lake City, Utah, June 24, 2015

71. “California’s New GHG Goals: Implications for the Western Electricity Grid”, invited panelist, National Association of State Energy Officials, Western Regional State and Territory Energy Office Meeting, Portland, Oregon, May 14, 2015

72. “Replacing Aging Fossil Generation,” invited panelist, Northwest Energy Coalition NW Clean & Affordable Energy Conference, Portland, Oregon, November 7, 2014

73. “Investing in Power System Flexibility,” invited panelist, State/Provincial Steering Committee & Committee on Regional Electric Power Cooperation System Flexibility Forum, San Diego, California, October 20, 2014

74. “Opportunities and Challenges for Higher Renewable Penetration in California”, invited panelist, Beyond 33%: University of California at Davis Policy Forum Series, Sacramento, California, October 17, 2014

75. “Renewable Curtailment as a Power System Flexibility Resource,” Boise State University Energy Policy Research Conference, San Francisco, California, September 4, 2014

76. “Natural Gas Infrastructure Adequacy: An Electric System Perspective”, Pacific Northwest Utilities Conference Committee Board of Directors, Portland, Oregon, August 8, 2014

77. “The Future of Renewables in the American West,” invited panelist, Geothermal Energy Association Annual Meeting, Reno, Nevada, August 6, 2014

78. “Long-Term Natural Gas Infrastructure Needs”, invited panelist, U.S. Department of Energy Quadrennial Energy Review, Public Meeting #7, Denver, Colorado, July 28, 2014

79. “Meeting the Demands of Renewables Integration—New Needs, New Technologies, Emerging Opportunities”, invited panelist, InfoCast 2nd Annual California Energy Summit, San Francisco, California, May 28, 2014

80. “Power System Flexibility Needs under High Renewables”, EUCI Utility Resource Planning Conference, Chicago, Illinois, May 14, 2014

81. “Natural Gas Infrastructure Adequacy: An Electric System Perspective”, Western Interstate Energy Board Annual Meeting, Denver, Colorado, April 24, 2014 Item 1g
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82. “Power System Flexibility Needs under High RPS”, invited panelist, joint meeting of the Committee on Regional Electric Power Cooperation, State-Provincial Steering Committee and Western Interconnection Regional Advisory Body, Tempe, Arizona, March 26, 2014

83. “Natural Gas Infrastructure Adequacy: An Electric System Perspective”, joint meeting of the Committee on Regional Electric Power Cooperation, State-Provincial Steering Committee and Western Interconnection Regional Advisory Body, Tempe, Arizona, March 25, 2014

84. “Investigating a Higher Renewables Portfolio Standard for California”, 19th Annual Power Conference on Energy Research and Policy, University of California Energy Institute, Berkeley, California, March 17, 2014

85. “Investigating a 50 Percent Renewables Portfolio Standard in California”, invited panelist, Northwest Power and Conservation Council, Portland, Oregon, March 12, 2014

86. “Investigating a 50 Percent Renewables Portfolio Standard in California”, invited panelist, Western Systems Power Pool, Spring Operating Committee Meeting, Whistler, B.C., March 5, 2014

87. “Investigating a Higher Renewables Portfolio Standard for California”, invited speaker, Western Electric Coordinating Council, Transmission Expansion Planning and Policy Committee, Salt Lake City, Utah, February 25, 2014

88. “Investigating a 50 Percent Renewables Portfolio Standard in California”, invited speaker, Committee on Regional Electric Power Cooperation, State-Provincial Steering Committee and Western Interconnection Regional Advisory Body, Webinar, February 12, 2014

89. “Flexibility Planning: Lessons From E3’s REFLEX Model”, EUCI Conference on Fast Ramp and Intra-Hour Market Incentives, San Francisco, California, January 29-30, 2014

90. “The Effect of High Renewable Penetration on California Markets and Carbon Balance”, EUCI Conference on California Carbon Policy Impacts on Western Power Markets, January 27-28, San Francisco, California, 2014

91. “Reliance on Renewables: A California Perspective”, invited panelist at Harvard Electricity Policy Group, Seventy-Third Plenary Session, Tucson, Arizona, December 13, 2013

92. “The Role of Renewables in Meeting Long-Term Greenhouse Gas Reduction Goals”, State Bar Of California, Energy And Climate Change Conference, Berkeley, California, November 14, 2013

93. “Benefits, Costs and Cost Shifts from Net Energy Metering”, invited expert panelist at Washington Utilities and Transportation Commission Workshop on Distributed Generation, Olympia, Washington, November 13, 2013

94. Pacific Northwest Utilities Conference Committee (PNUCC) California Power Industry Roundtable, invited panelist, Portland, Oregon, September 6, 2013
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95. “After 2020: Prospects for Higher RPS Levels in California”, invited speaker at Northwest Power and Conservation Council’s California Power Markets Symposium, Portland, Oregon, September 5, 2013

96. “Determining Flexible Capacity Needs for the CAISO Area”, invited speaker at Northwest Power and Conservation Council’s California Power Markets Symposium, Portland, Oregon, September 5, 2013

97. “California Climate Policy and the Western Energy System”, invited speaker at the Western Interstate Energy Board annual meeting, Reno, Nevada, June 13, 2013

98. “Determining Power System Flexibility Need”, EUCI Conference on Resource Planning and Asset Valuation, Westminster, Colorado, May 21, 2013

99. “California Policy Landscape and Impact on Electricity Markets”, EUCI Conference on Resource Planning and Asset Valuation, Westminster, Colorado, May 21, 2013 100. “Determining Power System Flexibility Need”, EUCI Conference on Fast and Flexi-ramp Resources, Chicago, Illinois, April 23, 2013
101. “State-Provincial Steering Committee WECC Low Carbon Scenarios Tool”, 3 Interconnections Meeting, Washington, DC, February 6, 2013 102. “Distributed Generation Benefits and Planning Challenges”, Committee on Regional Electric Power Cooperation/State-Provincial Steering Committee, Resource Planners’ Forum, San Diego, California, October 3, 2012
103. “Thoughts on the Flexibility Procurement Modeling Challenge”, invited speaker at the California Public Utilities Commission, Long-Term Procurement Planning Workshop, San Francisco, California, September 19, 2012
104. “Generation Capital Cost Recommendations for WECC 10- and 20-Year Studies”, Western Electric Coordinating Council, Transmission Expansion Planning and Policy Committee, Technical Advisory Subcommittee, Webinar, August 15, 2012
105. “Renewable Energy Benefits”, California Energy Commission, Integrated Energy Policy Report Workshop, Sacramento, California, April 12, 2012 106. “The Role of Policy in WECC Scenario Planning”, Western Electric Coordinating Council, Scenario Planning Steering Group, San Diego, CA, November 1, 2011 107. “WECC Energy Imbalance Market Benefit Study”, Western Electric Coordinating Council, Board of Directors, Scottsdale, Arizona, June 22, 2011
108. “Renewable Portfolio Standard Model Methodology and Draft Results”, California Public Utilities Commission Workshop, San Francisco, California, June 17, 2010 Item 1g
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109. “Draft Results from 33% Renewable Energy Standard Economic Modeling”, California Air Resources Board Workshop, Sacramento, California, May 20, 2010 110. “Market Opportunities for IPPs in the WECC”, invited speaker at the Independent Power Producers of British Columbia Annual Meeting, Vancouver, British Columbia, November 2, 2009 111. “A Low-Transmission Alternative for Meeting California’s 33% RPS Target”, EUCI Webinar, July 31, 2009
112. “Remote Renewable and Low-Carbon Resource Options for the Pacific Northwest”, Center for Research on Regulated Industries Conference, Monterey, California, June 19, 2009 113. “Engineers are from Mars, Policy-Makers are from Venus: The Effect of Policy on Long-Term Transmission Planning”, invited speaker at the Western Electric Coordinating Council Long Term Transmission Planning Seminar, Phoenix, Arizona, February 2, 2009 114. “The Long-Term Path to a Stable Climate, and its Implications for BPA”, invited speaker at the Bonneville Power Administration Managers’ Retreat, Portland, Oregon, April 29, 2008 115. “Load-Resource Balance in the Western Interconnection: Towards 2020”, Western Electric Industry Leaders Group, Las Vegas, Nevada, January 18, 2008 116. “Integrated Resource Planning for BPA Customers”, invited speaker at the Bonneville Power Administration Allocation Conference, Portland, Oregon, September 19, 2006 117. “Idaho’s Current Energy Picture”, Energy, Environment and Technology Interim Committee, Boise, Idaho, July 11, 2006
118. “Locational Marginal Pricing – The Very Basics”, Committee on Regional Electric Power Cooperation, San Diego, California, April 30, 2002
119. “Effect of 2000-2001 Energy Crisis on Washington’s Economy”, Conference on Business Economics, Seattle, Washington, July 19, 2001

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Aaron Burdick
44 Montgomery Street, Suite 1500, San Francisco, CA 94104 [email protected]
ENERGY AND ENVIRONMENTAL ECONOMICS, INC. San Francisco, CA Director
Mr. Burdick joined E3’s Integrated Systems Planning group in 2019, where he helps utilities, system operators, and state agencies prepare for a high renewables future. He leads projects forming long term planning and reliability analyses for the electric system. His work includes working on electric planning in California, the Pacific Northwest, Hawaii, and the Midwest with expertise in utility procurement, commercial strategy, and electricity market design. He joined E3 from utility Pacific Gas & Electric, where he led the development of PG&E’s 2018 Integrated Resource Plan and provided leadership on decarbonization efforts and renewable energy strategy. Before attending graduate school, Mr. Burdick spent four years at energy consultancy ICF International. He has also conducted energy analysis and provided strategic advice to non-profit environmental organizations. Mr. Burdick holds an M.S. in Civil and Environmental Engineering (Atmosphere/Energy) from Stanford University and a B.S. in Environmental Studies from the University of California, Santa Barbara. Select E3 projects include:

California Public Utilities Commission, Integrated Resource Plan, 2019-current. First as Project Manager and now as Project Lead, oversees E3’s comprehensive support for CPUC electricity planning for clean energy and reliability.

Bonneville Power Authority, Lower Snake River Dams Study, 2022. Project Manager for an independent E3 study that analyzed the value of the Lower Snake River dams to the Northwest power system. E3’s report examined the resource needs and costs associated with replacing the power services that the dams provide. The E3 report concluded that replacing the energy services from the dams would come at substantial financial cost to the region.

Omaha Public Power District (OPPD) Net Zero Carbon Pathways Study, 2021 - 2023. Project Manager for E3’s comprehensive study on various pathways for OPPD to achieve net zero carbon by 2050. The study included multi-sector modeling of scenarios consistent with OPPD decarbonization, reliability and resiliency analysis using E3’s RECAP model, and the development of optimal electricity portfolios using E3’s RESOLVE model. Also Project Lead for a second project with OPPD including near-term procurement evaluation support.

Hawaiian Electric Company (HECO), Integrated Grid Planning Support, 2022-current. Project Lead and Project Manager for multiple E3 projects for HECO related to integrated planning of HECO power systems.

Includes reliability modeling, capacity expansion and optimization, and technology evaluation.

PACIFIC GAS & ELECTRIC COMPANY San Francisco, CA
Principal, Policy Analysis December 2017 – May 2019
Expert Analyst, Clean Energy Analysis January 2016 – November 2017 Senior Analyst, Renewable Energy Strategy October 2014 – December 2015 Item 1g
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o Technical, policy, and strategy leadership on electric decarbonization efforts o Led the development of PG&E’s 2018 Integrated Resource Plan o Project management of key renewable energy compliance deliverables and technical consulting studies
o Key contributor to additional topics including cost-effectiveness, valuation, DER planning, transmission planning, vehicle-to-grid integration, and decarbonization pathways modeling SIERRA CLUB San Francisco, CA
Campaign Analyst July 2013 – October 2014
o Developed policy analysis models to inform policy positions and regulatory comments on the EPA’s Clean Power Plan
o Provided technical and market expertise on power plant economics and national electric sector trends to directors and executive leadership to inform organizational strategy CLEAN COALITION Palo Alto, CA
Intelligent Grid Program Associate June 2012 – January 2013 o Led the technical development of the Community Microgrid Initiative to integrate high penetrations of distributed solar using storage and smart inverters; developed and ran distribution power flow models
STANFORD UNIVERSITY Palo Alto, CA
Teaching Assistant January 2013 – June 2013
Research Assistant July 2011 – December 2011
o Teaching Assistant for graduate-level courses “Air Pollution & Global Warming” and “Electric Power: Renewables & Efficiency”
o Research Assistant to Dr. Mark Jacobson on climate impacts of aviation ICF INTERNATIONAL Sherman Oaks, CA
Analyst June 2009 – December 2011
Research Assistant December 2007 – June 2009
o Clean energy, energy efficiency, and climate change consulting projects, including technical assistance for state government clean energy efforts for DOE, IOU energy efficiency program implementation, and GHG reduction planning for the public sector and Fortune 500 firms Education

Stanford University Stanford, CA
M.S., Civil and Environmental Engineering (Atmosphere/Energy) 2013 University of California, Santa Barbara Santa Barbara, CA B.S., Environmental Studies (with Highest Honors) 2007
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Oluwafemi (Femi) Sawyerr
44 Montgomery Street, Suite 1500, San Francisco, CA 94104 [email protected]
ENERGY AND ENVIRONMENTAL ECONOMICS, INC. San Francisco, CA Senior Managing Consultant
Mr. Sawyerr joined E3 in 2016 and works in E3’s Integrated System Planning practice area, where he helps utilities, state agencies, grid operators, and project developers prepare for and implement a modern electricity grid that utilizes large amounts of renewable resources. His recent work includes managing E3’s support of the California Public Utility Commission’s (CPUC) Integrated Resource Plan’s (IRP), including leading the Busbar Mapping analysis that supports the California Independent System Operator’s (CAISO) Transmission Planning Process (TPP). He also led E3’s Oregon Renewable Energy Market and Industry Assessment on behalf of the Oregon Department of Energy (ODOE); which sought to estimate the quantity and location of renewable resource development in the state of Oregon in different geographic and policy scenarios. He works extensively with E3’s proprietary RESOLVE model to optimize long-term investments in generation and transmission resources subject to reliability, technical, and policy constraints. Mr.

Sawyerr received an M.S. in Natural Resources and Environment from the University of Michigan and a B.S. in Applied Physics from the University of Lagos in Nigeria.

Select E3 projects include:
o Managed the analysis for the Oregon Department of Energy on the future of the renewable development industry in the state of Oregon through 2035 o Managed E3’s busbar mapping analysis for the California Public Utilities Commission’s Integrated Resource Plan work for the California Independent System Operator’s 2021-2022 Transmission Planning Process
o Served as the technical lead in identifying optimal resource portfolios for two utilities in MISO and PJM in the context of state and corporate long-term greenhouse gas reduction targets o Served as the technical lead on a project for the California Energy Commission analyzing California’s statewide electric system portfolio composition, emissions, and cost as a result of the SB100 policy.
o Served as the technical lead on a project for The Nature Conservancy analyzing the land use implications of California’s renewable energy mandates aimed at achieving steep economy-wide GHG emissions reductions by 2050
o Analyzed the impact of deep decarbonization scenarios on a Midwest utility’s system over the 2020-2034 planning period to support the utility’s IRP filing before its state regulatory commission. Using E3’s RESOLVE model, identified optimal resource investment portfolios in the context of state and corporate long-term greenhouse gas reduction targets. o Helped identify electricity rate structures to promote the widespread electrification of transit on behalf of a large statewide transit association

UNIVERSITY OF MICHIGAN
MECHANICAL ENGINEERING DEPARTMENT Ann Arbor, MI
Graduate Student Research Assistant May 2014 – August 2014 Item 1g
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Volunteer Research Assistant October 2015 – May 2016
o Assisted with selection process for faculty and student membership on the research team o Conducted literature reviews on sustainability, policy, economic and business perspectives in the development of manufacturing in less developed countries globally, and how methods could be translated to an African case study
o Drafted proposal to support sustainable manufacturing in less developed countries; final proposal submitted to the University of Michigan’s Global Challenges for the Third Century Initiative
LITTLE TRAVERSE BAY BANDS OF ODAWA INDIANS (LTBB) Harbor Springs, MI Student Consultant April 2014 – May 2015

o Collaborated with a 7-member interdisciplinary multinational team to help LTBB meet energy goals of 25% renewable energy usage by 2020
o Revised client’s energy goals to 25% reduction in fossil energy consumption, revised tribal energy plan, and provided recommendations for meeting new goals at least cost o Created the reservation area’s first renewable energy generation potential suitability map using GIS mapping software
o Coordinated map creation and renewable energy project development sub-teams o Assessed tribal policy tools to ensure long-term impacts of project recommendations; Tribal Council subsequently adopted solar PV development recommendations GRANGE EDUCATION LIMITED Lagos, Nigeria
Teaching and Laboratory Assistant September 2010 – August 2013 o Taught sixth and seventh grade Physics and conducted laboratory classes for tenth grade Physics in an inclusive classroom system (i.e., a standard school with Special Education Needs students).

Helped 100% of tenth grade students achieve passing grades for the highly competitive Cambridge IGCSE exam.
o Youngest-ever Assistant Head of Year (administrative position) and Leadership Training Team Leader
Education

University of Michigan Ann Arbor, MI
M.S., Natural Resources and Environment 2015
Sustainable Systems
University of Lagos Lagos, Nigeria
B.S., Applied Physics (Geophysics) 2008
Academic Honors: 2nd Class Upper Division

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Roderick Go
44 Montgomery Street, Suite 1500, San Francisco, CA 94104 [email protected]
ENERGY AND ENVIRONMENTAL ECONOMICS, INC. San Francisco, CA Technical Manager & Associate Director
Mr. Go’s work at E3 spans the resource planning, market analysis, and distributed energy resources (DERs) practice areas. As Technical Manager, he facilitates implementation of E3’s corporate strategy to develop cutting-edge analysis & subject matter expertise. This includes overseeing the development and integration of E3’s model ecosystem & practice areas to deliver tools and analyses that address emerging questions around the energy transition. Prior to his role at Technical Manager, Mr. Go played a critical role in the development & use of E3’s RESOLVE, RECAP, RESTORE, IDSM, and EVGrid tools to help clients answer a range of bulk and distribution system planning questions.

Mr. Go joined E3 in 2016 upon receiving an M.S.E. in Environmental Management & Economics from the Johns Hopkins University. Prior to E3, Mr. Go’s research experience focused on developing novel power system optimization models & solution algorithms to investigate the operational and planning questions related to transmission-constrained systems with high renewables. Select projects at E3 include:
o California Energy Commission EPIC Grant EPC-21-041, Climate-Informed Load Forecasting & Electric Grid Modeling to Support a Climate Resilient Transition to Zero-Carbon, 2021-Present.

Served as technical lead for EPIC-funded research study to incorporate climate impacts into California’s electric sector planning models, which includes (a) incorporating new climate model-informed load & generation profiles, (b) leading development of a risk-averse planning framework, and (c) extending electric planning models to study the resilience of California’s future electricity system to extreme events.
o California Energy Commission EPIC Grant EPC-19-056, Assessing the Value of Long Duration Storage, 2020-Present. Managing EPIC-funded research study on the value of long duration energy storage to help California meet its economywide decarbonization goals. Additionally, leading development of a new modeling toolkit and dataset to ensure system planners have the tools necessary to value resources appropriately and investigate emerging planning challenges such as reliability, last-regrets investments, and cross-sectoral coupling. o California Public Utilities Commission Integrated Resource Plan. 2019-Present. Supporting the CPUC’s integrated resource plan by developing E3’s RESOLVE model and updating key assumptions that underpin California’s statewide electricity plan. o Hawaiian Electric Companies Integrated Grid Planning, 2019-Present. Managed project to support HECO’s Integrated Grid Planning process to develop updated system needs assumptions and evaluate bids on each of HECO’s operating islands in the context of Hawaii’s long-term energy policies.
o California Energy Commission SB 100 Joint Agency Report, 2019-2020. Supported analysis of California’s SB 100 policy. The team scaled-up an existing E3 model to reflect a statewide representation and three different interpretations of California’s policy future. Additionally, over thirty sensitivities were performed to study various aspects of the potential portfolio including varying costs and resource eligibility
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o California Independent System Operator Demand Response ELCC Analysis, 2019-2020.

Managed project to examine the effective load carrying capability of demand response programs using E3’s RECAP model, in collaboration with CAISO and stakeholders in its ESDER 4 initiative.
o Western Energy Imbalance Market Benefits Studies, 2016-2019. Analyzed potential operational benefits of subhourly wholesale market transactions via Western EIM integration for NorthWestern Energy, Portland General Electric, and el Centro Nacional de Energía (Baja California). Managed studies for the Public Service Company of New Mexico and Bonneville Power Administration.
o Orange & Rockland Utilities Non-Wires Analysis Toolkit & Bid Evaluation, 2017-2019.

Enhanced E3’s spreadsheet-based integrated demand-side model to calculate the net benefits of portfolios of distributed energy resources to meet utility needs for transmission and distribution project deferral. Linked ORU’s toolkit with E3’s New York Storage Tool (developed for the New York State Energy Research & Development Agency) to enable detailed storage bid evaluations.
o California Energy Commission Solar + Storage Tool, 2017-2019. Expanded E3’s RESTORE model to evaluate the system-wide and locational net benefits of a customer-sited portfolio of solar, storage, and other distributed energy resources.
o Puget Sound Energy Flexibility Study, 2017. Assisted in development of PSE’s PLEXOS production cost model and assessed intra-hour flexibility challenges at high wind penetrations to support 2017 Integration Resource Plan.
o Sacramento Municipal Utilities District, 2017. Updated PLEXOS simulation of SMUD’s system to understand the impact of increasing renewable generation and broader regional changes on the utility’s energy supply costs.
o Hawaiian Electric Companies Power Supply Improvement Plan, 2016. Updated E3’s RESOLVE model for HECO’s December 2016 PSIP update. E3 worked with HECO and its stakeholders to develop a set of least cost investment pathways to reach 100% renewables by 2045, helping guide policy and investment decision-making. Additionally, developed a training course for HECO staff to run RESOLVE, RECAP, and hosting capacity analyses in-house to aid in future decision-making.
o CPUC Locational Net Benefits Analysis Demonstration, 2016. Developed a spreadsheet-based demonstration tool to determine the location-specific avoided costs associated with the installation of distributed energy resources.

SANDIA NATIONAL LABORATORIES Albuquerque, NM
Technical Intern & Consultant June 2015 - October 2018
o Created a mixed-integer model in Python (Pyomo) to co-optimize transmission, generation, and energy storage investments on a large-scale power network, leveraging PySP and high-performance computing to implement L-shaped method decomposition for large problems. o Studied the economic value and interaction of energy storage investments with generation and transmission expansion planning decisions to support implementation of high renewables portfolio standards and other policy constraints.

JOHNS HOPKINS UNIVERSITY Baltimore, MD
Research Assistant June 2014 - May 2016
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o Studied the accuracy of different k-means clustering and unit commitment approximations for high-renewables systems in Matlab and GAMS as a visiting researcher at el Instituto de Investigación Tecnológica (Madrid, Spain).
o Developed a bilevel optimization model in GAMS to compare siting and sizing decisions of energy storage merchant recovering costs via energy arbitrage to those of a welfare-maximizing central planner.

Education

Johns Hopkins University Baltimore, MD
M.S.E., Environmental Management and Economics 2016
Johns Hopkins University Baltimore, MD
B.S., Environmental Engineering 2015
Minor in Engineering for Sustainable Development – Urban Development Presentations

1. “Optimal Portfolio Investment of an Energy Storage Merchant in the Energy Imbalance Market.” INFORMS Annual Meeting, Philadelphia, PA. November 2015.

2. “Combining the L-Shaped Method and Lagrangian Relaxation for Expansion Planning with Storage Devices and RPS Constraints.” INFORMS Annual Meeting, Houston, TX.

November 2017.

Peer-Reviewed Publications

1. Go, R., Kahrl, F., Kolster, C. (2020). Planning for Low-Cost Renewable Energy. The Electricity Journal; 33(2).

2. Go, R.S., Munoz, F.D., Watson, J.-P. (2016). Assessing the Economic Value of Co-Optimized Grid-Scale Energy Storage Investments in Supporting High Renewable Portfolio Standards. Applied Energy; 183, 902-913.

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Silicon Valley Clean Energy Staff Experience
Sam Schreiber
44 Montgomery Street, Suite 1500, San Francisco, CA 94104 [email protected]
ENERGY AND ENVIRONMENTAL ECONOMICS, INC. San Francisco, CA Senior Consultant
Sam Schreiber supports utilities and state regulatory agencies with long-term capacity expansion, resource cost, and emissions modeling as part of their integrated system plans. His recent work includes supporting the California Public Utilities Commission (CPUC) Integrated Resource Plan (IRP) on cost impacts due to the Inflation Reduction Act (IRA), including hydrogen fuels and other emerging technologies. He also performs geospatial analysis of resource potential throughout the western US for the CPUC. Other projects include the Salt River Project (SRP) Integrated System Plan (ISP), where he supports capacity expansion modeling in PLEXOS LT and quantifies emission reductions over the modeling horizon.

Prior to joining E3, Mr. Schreiber was a Research Assistant with the McGehee Group at the University of Colorado Boulder, where he developed enhanced process controls to improve the efficiencies and reproducibility of perovskite-tandem solar cells. He previously worked for two years as an analyst at ForeFront Power, a mid-scale (100 kW – 10 MW) solar project developer, where he conducted market and policy research for Eastern markets, including NY VDER, MA SMART, and IL ABP.

UNIVERSITY OF COLORADO BOULDER, MCGEHEE GROUP Boulder, CO Graduate Research Assistant 2020 - 2022
o Fabrication and characterization of efficient, reproducible, and stable perovskite solar cells o Implemented enhanced pneumatic and electronic process controls and standardized fabrication procedures to improve device reproducibility and baseline efficiencies o Optoelectronic and thin-film characterization to understand limitations to device performance o Collaboration with NREL staff scientists on experimental design and device characterization FOREFRONT POWER San Francisco, CA
Senior Analyst, Sales 2018 – 2020
o Developed economic, financial, and energy system models to determine the viability of solar PV and energy storage systems for commercial behind-the-meter and community solar applications o Subject-matter expert for state policy, legislation, rates, and incentive programs o Led sales, marketing, development, and engineering teams to respond to RFP opportunities o Streamlined analysis methodology to improve throughput of entire analyst team o Analyzed and presented financial metrics internally and savings analyses to customers TSINGHUA SOLAR SYSTEMS Beijing, CHINA
International Business Development Intern 2016
o Prepared prospectus for potential joint-venture partners on residential solar-thermal systems in the U.S. and India
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Education

Stanford University Stanford, CA
M.S., Civil Engineering 2018
Stanford University Stanford, CA
B.S., Engineering Physics 2017
Publications

Strand, E. J., et. al., “Printed Organic Electrochemical Transistors for Detecting Nutrients in Whole Plant Sap.” Adv. Electron. Mater. 2021, 2100853. https://doi.org/10.1002/aelm.202100853

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Charles Gulian
61 Broadway, 20th Floor, Suite 2010, New York, NY 10006 [email protected]
ENERGY AND ENVIRONMENTAL ECONOMICS, INC. New York, NY
Senior Consultant
Working primarily with the bulk grid group at E3, Mr. Gulian applies his expertise in mathematics and statistics to develop and maintain E3’s in-house loss-of-load-probability model, RECAP. Mr. Gulian has used RECAP to study resource adequacy for utilities in the desert Southwest and Pacific Northwest U.S., and also to study the value of long duration storage in New York and California. He has developed machine learning-based tools to forecast demand for operating reserves in power markets. Prior to joining E3, Mr.

Gulian completed a combined bachelor’s master’s program at Johns Hopkins University, where he conducted independent research in scenario-based optimization with applications for transmission/generation expansion planning under uncertainty. He interned at Con Edison Clean Energy Businesses in 2019, where he worked with their wholesale power trading team to develop price forecasting models and trading strategies based on ISO load forecasting errors.

Selected project work at E3 includes:
 Salt River Project ELCC Study + Coolidge Expansion Replacement Study. Evaluated potential for solar + storage resources to replace proposed 800 MW expansion of natural gas-fired power plant.
 Puget Sound Energy Resource Adequacy Study. Evaluated ELCCs of all-source RFP bids for 2023 IRP. Implemented custom features in RECAP to suit client’s modeling needs.  New York Storage Roadmap 2.0. Assessed and compared ability of various long duration storage technologies to provide reliability in New York’s 2040 power system for NYSERDA.  New York Climate Leadership and Community Protection Act (CLCPA). Assessed potential for long duration storage technologies to replace clean, firm (dispatchable) generation in a decarbonized 2050 New York power system. Developed methods to incorporate climate change projections into resource planning tools, with a particular focus on resource adequacy and reliability assessments.
 California Public Utilities Commission 2022 ELCC Study. Designed ELCC study to support the CPUC’s resource adequacy program.
 RECAP 3.0 Model Development. Led internal model development effort to update RECAP, E3’s in-house loss-of-load-probability model. Designed and implemented Python code to directly optimize resource dispatch to maximize power system reliability CON EDISON CLEAN ENERGY BUSINESSES New York, NY
Energy Analyst Intern Summer 2019

o Worked with trading desk to implement physical and financial inter-ISO power trading strategies Item 1g
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o Built random forest regression-based price forecasting algorithms for daily use on trading floor o Analyzed price arbitrage opportunities in power markets due to ISO load forecasting errors JOHN HOPKINS UNIVERSITY OFFICE OF SUSTAINABILITY Baltimore, MD Graduate Student Instructor Fall Semester 2018
o Organized three successful events to promote sustainability on Johns Hopkins University’s campus, including a “sustainable cider + trivia” event and a campus-wide networking event for sustainability-related student groups
Teaching Assistant for Discrete Mathematics Fall Semester 2018 o Designed and delivered a weekly lesson plan to a class section of 25 students o Proctored exams and graded weekly homework assignments Extracurricular Work Experience
INSTITUTE FOR RESEARCH TECHNOLOGY (IIT) Madrid, Spain
Research Associate Summer 2018-Present
o Wrote transmission/generation expansion planning models in Python to test a suite of optimization techniques for power grid planning under uncertainty in future wind power availability
o Studied representative day selection via k-means clustering of historical demand/production data
INSTITUTE FOR DATA INTENSIVE ENGINEERING AND SCIENCE Baltimore, MD Research Assistant Summer 2016-Spring 2018
o Published in Astronomy and Computing: “Robust Statistics for Image Deconvolution” o Implemented a deconvolution algorithm to iteratively deblur astronomical images o Created “update cooling” technique to ensure convergence of the image processing algorithm Education

The Johns Hopkins University Baltimore, MD
Combined Bachelor/Master of Science, Applied Mathematics & Statistics December 2019

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Riti Bhandarkar
61 Broadway, 20th Floor, Suite 2010, New York, NY 10006 [email protected]
ENERGY AND ENVIRONMENTAL ECONOMICS, INC. New York, NY
Associate
Ms. Bhandarkar supports E3’s Integrated System Planning group. Prior to joining E3, Ms. Bhandarkar was a student researcher at the ZERO lab at Princeton University, where she modeled the emissions impact of electric vehicles. She also interned at the Environmental Defense Fund (EDF) as a Clean Energy Transition Analyst where she analyzed end-use cases for hydrogen. She holds a B.S.E. in Civil and Environmental Engineering from Princeton University.

ZERO LAB AT THE ANDLINGER CENTER FOR ENERGY AND THE ENVIRONMENT Princeton, NJ Student Researcher June 2021 – June 2023
o Researched the impact of electrification of transportation on power system planning and system emissions, advised by Dr. Jesse Jenkins
o Developed code for decomposition of electricity load profiles using Python and R for the data processing tool PowerGenome
o Modeled impact of EV adoption rates on 2030 CO2 emissions under different policy, cost, and demand flexibility scenarios using electricity capacity expansion modeling tool GenX ENVIRONMENTAL DEFENSE FUND New York, NY
Clean Energy Transition Analyst June 2022 – August 2022 o Compiled projections of global hydrogen investment dollars and capacity o Analyzed clean hydrogen end-use case potential and risk for investors o Presented findings to EDF teams; helped develop sections of the EDF Hydrogen Report ROWLAND INSTITUTE AT HARVARD UNIVERSITY Cambridge, MA
Student Researcher June 2020 – January 2021
o Studied the development of a mechanistic ecosystem model to analyze the impact of climate-mitigation and clean energy technologies at Harvard University o Derived mathematical framework to describe biological responses to environmental change caused by mitigation and energy technologies
o Wrote an extensive review of existing models and suggested a framework for improved trophic modeling, presented findings at the Project MEER:ReflEction symposium Item 1g
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Education

Princeton University Princeton, NJ
B.S.E., Civil and Environmental Engineering 2023

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Disha Trivedi
One Broadway, 9th Floor, Cambridge, MA 02142
[email protected]
ENERGY AND ENVIRONMENTAL ECONOMICS, INC. Boston, MA
Associate
Disha Trivedi joined E3 in 2022 to support E3’s climate pathways and electrification practice. She came to E3 after earning a Master of Science in Technology and Policy from MIT, where her research assessed the environmental health effects of fossil fuel emissions and wildfire smoke. While at MIT, she supported the Massachusetts Legislature’s special task force on per- and polyfluoroalkyl substances (PFAS) pollution policy. Prior to her time at MIT, she applied her background as a biologist to support conservation efforts in New Zealand.

SELIN GROUP | MIT SUPERFUND RESEARCH PROGRAM Cambridge, MA Graduate Research Assistant September 2020 – September 2022 o Programmed environmental models to analyze the contribution of fossil fuel energy emissions to global human cancer risk.
o Presented findings to multinational stakeholders including the Arctic Council and the UN Economic Commission for Europe.

MASSACHUSETTS STATE LEGISLATURE Boston, MA
PFAS Interagency Task Force Fellow June 2021 – April 2022 o Co-drafted an 80-page Task Force Report containing a comprehensive set of environmental legislation recommendations for the Commonwealth of Massachusetts to address toxic PFAS contamination in consumer products and drinking water.
o Organized public hearings and conducted 20 stakeholder interviews with industry representatives, academic scientists, community advocates, and federal, state, and international environmental agencies.

MICHAEL C. ROCKEFELLER MEMORIAL FELLOWSHIP Auckland, NEW ZEALAND Postgraduate Fellow September 2019 – March 2020
o Collaborated with local conservation organizations to remediate North Island waterways.

UNIVERSITY OF EDINBURGH ENGINEERING LIFE GROUP Edinburgh, UK Research Assistant, International Biology Policy May – Jul 2018, Jun – Aug 2019, Apr – Aug 2020 o Assessed stakeholder engagement plans to solicit input to synthetic biological governance.

SILVER LABORATORY AT HARVARD MEDICAL SCHOOL Boston, MA
Researcher, Living Diagnostics & Sustainable Materials June 2017 – May 2019 Item 1g
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o Synthesized bacteria that convert CO2 into biodegradable plastic. o Engineered FDA-approved probiotic bacteria to detect inflammatory bowel disease in humans.

Education

Massachusetts Institute of Technology Cambridge, MA
M.S., Technology and Policy September 2022
Harvard University Cambridge, MA
A.B., Molecular and Cellular Biology May 2019
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Staff Report – Item 1h
Item 1h: Approve Amendments to SVCE Financial Policy 7 – Purchasing Card Policy From: Girish Balachandran, CEO
Prepared by: Karen Chang, Manager of Finance and Risk Controls Amrit Singh, CFO and Director of Administrative Services Date: 12/13/2023

RECOMMENDATION
Staff recommends that the Board of Directors approve the First Amendment to FP7 – Purchasing Card Policy and ratify the past exceedance of the monthly $3,000 purchasing limit per card.

FINANCE AND ADMINISTRATION COMMITTEE RECOMMENDATION
At its November 30th, 2023 meeting, the Finance and Administration Committee reviewed staff’s proposed changes. The Committee asked clarifying questions about the proposed changes and the exceedance of the $3,000 monthly card limit. Staff explained that many of the agency’s policies need updating, given the growth of the organization, changes in our business, and to ensure continued learning of best business practices. Staff has been prioritizing these policy changes and will be updating additional policies that have not yet been updated. Staff further explained that the card’s monthly limits were exceeded given the growth of the organization’s business activities particularly with the growth in the number of employees. Staff is adding monthly checks to ensure the policy limits are monitored going forward. Staff also clarified for the Committee that all transactions executed using the P-Cards were for authorized agency’s business and were within the Board-approved budget. The Committee voted unanimously to recommend that the Board of Directors approve the amended Purchasing Card Policy.

BACKGROUND
On March 8, 2017, the Board approved SVCE's Financial Policy 7 - Purchasing Card policy, and since then, the policy has not been revised. This policy introduced Purchase Cards (“P-Cards”) as corporate credit cards designated for the CEO, Board Clerk, and Directors. These cards facilitate the management of operational expenses that are not practical to settle through invoicing, check payments, or bank transfers. The policy outlined specific authorized and unauthorized expenditures, and each P-Card was allocated a monthly spending limit of $3,000.

Since its implementation in 2017, SVCE has undergone considerable growth in both its workforce and vendor interactions. Consequently, there has been a surge in the demand for P-Card usage, leading to a consistent escalation in monthly charges. This has resulted in periodic exceedance of the originally established monthly threshold of $3,000 per card. All transactions executed with the P-Card were for authorized agency expenses and within the Board of Director’s approved budget. However, in aggregate, these authorized transactions at times exceeded the monthly spending limit per card of $3000.

Moreover, the 2017 Purchase Card Policy was relatively high-level and staff is adding additional details to enhance controls. The revisions of the existing policy address control gaps and ensure its efficacy with demands of the current organization.

Item 1h
SILICON VALLEY \3/ CLEAN ENERGY
Agenda Item: 1h Agenda Date: 12/13/2023

ANALYSIS & DISCUSSION
SVCE has evolved significantly as an organization since the inception of our P-Card Policy in 2017. The demand for P-Card utilization has risen steadily in recent years.

Staff’s analysis indicates that SVCE staffing has nearly doubled over the past three years. Additionally, in 2023, SVCE experienced a notable upswing in the number of conferences and events compared to previous years, resulting in a heightened demand for event bookings and conference registrations. Furthermore, SVCE has made increased investments in training courses for employees, contributing to the rising expenses incurred through credit card transactions.

It is important to note that the increase in P-Card expenditures correlates directly with the growth in the number of employees and the increased frequency of conferences, events, and staff trainings. In essence, the overall increase in P-card purchases aligns with the expansion of our organization's workforce and the heightened engagement in conferences, events, and staff trainings. Importantly, these expenditures remain within the approved annual budget, and are in compliance with all record-keeping, approvals, and card issuance processes as defined in the 2017 policy.

SVCE staff believes that due to the expanded scope of the P-Card, it is important to enhance the original policy for greater robustness and comprehensiveness. This involves incorporating a more detailed description of compliance measures.

Staff recommends raising the limit for each P-card, with a revision to the policy language to say that each card has “a maximum limit of $20,000 per card per month, subject to the CEO’s discretion”. This will ensure that cards limits are set a level necessary to conduct the agency’s business efficiently and effectively. Second, Staff recommends introducing additional language to add controls to ensure continued compliance through:
1) Clearly defining a list of authorized and unauthorized charges. 2) Implementing specific requirements for record-keeping by cardholders. 3) Incorporating a system to measure compliance and outlining the consequences for non-compliance. 4) Establishing a policy specifically addressing P-Card administration for terminated employees.

Lastly, in addressing prior transactions that exceeded monthly card dollar limits, Staff recommends that the Board of Directors ratify the past exceedances. Going forward, the amendment will address the limit increases, and the Finance and Administration Department will have dedicated finance staff to enhance compliance and policy adherence.

Proactive monitoring measures will be implemented, including monthly card limit monitoring, spending analysis reviews, credit card alert setups, and annual policy reviews with revisions as necessary. These procedures will ensure a robust system for overseeing P-card usage and maintaining fiscal responsibility.

As stated earlier, staff has been updating the agency’s policies because many of them have not been updated since they were first adopted around the time the organization was initially formed. In doing so, staff has prioritized those policies with more significant business impact, such as the Energy Risk Management Policy, which has consistently been updated biennially, Budget Adoption, Control and Reporting Policy, Investments Policy, and Financial Reserves Policy. With the continued growth and maturity of the organization, staff is also in the process of strengthening the agency’s governance by better delineating policies, procedures, and guidelines, as well as defining the appropriate cadence for reviewing and updating these documents. Staff plans to discuss the overall review at the February 23, 2024 Executive Committee meeting, and also discuss relevant updates at the next Finance and Administration Committee meeting, expected to occur in February 2024.

Item 1h
Agenda Item: 1h Agenda Date: 12/13/2023

STRATEGIC PLAN
The recommendation supports the Board adopted strategic plan. Specifically, the recommendations support Goal 19 – “Commit to maintaining a strong financial position”, and Goal 20 – “Avoid failures in management of market risk, credit risk, liquidity risk, operational risks, and enterprise risks”. Specifically, the recommendation supports the compliance to the budget as well as having the appropriate tool to empower staff to avoid and mitigate risks to SVCE.

ALTERNATIVE
Staff is open to suggestions from the Board regarding the recommendation.

FISCAL IMPACT
There is no fiscal impact to the agency for adoption of the recommendation. However, this amendment will strengthen the controls over the use of the P-Card, overall improving the efficiency, accuracy, accountability, and auditability.

ATTACHMENTS

1. FP7 – Purchasing Card Policy (Clean)

2. FP7 – Purchasing Card Policy (Redline)
Item 1h
FP7
Category: FINANCE
Page | 1 Adopted: 3/8/2017
Amendment 1: 12/13/2023

PURCHASING CARD POLICY
I. PURPOSE
The proper use of Purchasing Cards (“P-Card”) provides our Agency, Silicon Valley Clean Energy (“SVCE”), with a cost-effective, convenient, and streamlined method of purchasing items, allowing staff to operate more efficiently and reduce costs.

II. CONTROLS

1. P-Cards may be issued to the Chief Executive Officer, Executive Assistant/Board Clerk, and Director-level Employees.

2. The use of P-Card shall be in accordance with Section III. Policy.

3. Each P-Card will have a credit card limit that does not exceed $20,000 monthly, subject to the CEO’s discretion.

III. POLICY

1. P-Card Administration
a) The Finance and Administration Department is responsible for:
o Issuance of P-Cards (approved by Director of Finance
and Administration)
o Distribution of monthly statements for cardholder
reconciliation
o Monitor and review of cardholder activity
o Timely payments of P-Card statements
o Corrective action regarding unauthorized use or
fraudulent activity
b) Cardholders may delegate the use of the P-Card to additional SVCE employee(s) with the approval of CEO; only the
cardholder and the delegate(s) may use P-Cards.

2. Authorized P-Card Use:
a) All purchases must be lawful and comply with all SVCE policies and procedures
Item 1h
Attachment 1
SILICON VALLEY \3/ CLEAN ENERGY
FP7
Category: FINANCE
Page | 2 Adopted: 3/8/2017
Amendment 1: 12/13/2023
b) All P-Card transaction requests must be authorized by cardholder or his/her delegate prior to the transaction.

Allowable purchases include:
o SVCE authorized business travel and registration
expenses, in accordance with SVCE’s Travel Policy
(ex: Airfare, hotel lodging, vehicle rental, parking,
tolls, public transportation fare, conference
registrations)
o Online/offsite training
o Certain marketing and social media expenses
o Office supplies
o Books, periodical publications, and subscriptions
necessary for business
o Vendors who do not accept payment by
ACH/wire/check; including vendors who may accept
checks but for whom payment by card is necessary
for the timely and efficient delivery of goods and
services.

3. Unauthorized P-Card Use:
a) Delegation of P-Card to any unauthorized individual
b) Transactions not authorized by the cardholder
c) Prohibited purchases include:
o Personal purchases and non-business expenditures
of any kind, including alcohol, firearms, tobacco,
room service such as movies.
o Purchase of temporary or contract labor which
requires 1099 reporting
o Cash advances of any type
o Political contributions
o Rental or lease of land or buildings
o Lease or purchase of fixed asset equipment
o Purchases that require other departmental approvals
(ex: IT Hardware/software)
o Meals, entertainment, gifts, or other expenditures
which are otherwise prohibited by:
▪ SVCE’s budget and/or policies
▪ Federal, state, or local laws or regulations
▪ Grant conditions or policies of the entities from
which we receive funds
Item 1h
Attachment 1
SILICON VALLEY \3/ CLEAN ENERGY
FP7
Category: FINANCE
Page | 3 Adopted: 3/8/2017
Amendment 1: 12/13/2023

4. Cardholder and Delegated User Responsibilities
a) Maintain physical and digital security of the Purchasing Card at all times
b) Ensure all P-Card transactions are for authorized uses as defined in this policy, and are in accordance with all other policies and internal procedures
c) Retain all documentation for proof of purchase, such as invoices, itemized receipts, and order confirmations.
d) Report lost and/or stolen cards and/or fraudulent activity immediately to the Finance and Administration Department

5. Monthly Statement Review
a) All cardholders must check each transaction against monthly statement and keep documentation
o For travels: include travel dates
o For meals or conferences: include information on who
was in attendance and what topics were discussed
b) Any transaction with missing documentation requires a written explanation and signed affidavit for the missing documentation
o Include the vendor name, date, description of
purchase, and reason for the missing documentation
c) Any disputed charges are the responsibility of the cardholder to correct with the vendor and must be noted on the
statement reconciliation
d) Cardholders must submit the reconciled statement,
purchasing documentation, and all associated receipts to the Finance and Administration Department timely for monthly accounting reconciliation

6. Termination of Employment of Cardholders or Delegated User a) Cardholder:
o Prior to departure or termination of duties with
SVCE, the cardholder must reconcile all expenditures
on his/her card account since the last statement
submitted.
o It is the responsibility of the cardholder to ensure
that his/her account is settled prior to departure.

Item 1h
Attachment 1
SILICON VALLEY \3/ CLEAN ENERGY
FP7
Category: FINANCE
Page | 4 Adopted: 3/8/2017
Amendment 1: 12/13/2023
o The P-Card must be surrendered to the Director or
Manager of Finance and Administration upon
termination of employment.
b) Delegated User:
o Prior to departure or termination of duties with
SVCE, the delegated user is required to reconcile
with the cardholder for his/her expenses incurred
since the last submitted statement.
o It is the responsibility of the cardholder to ensure
that the delegated user’s expenses are settled prior
to departure.

IV. POLICY COMPLIANCE AND REINFORCEMENT

1. Compliance Measurement
a) The Finance and Administration Department will verify compliance to this policy through various methods, including, but not limited to, monthly statement reviews, internal audits, and feedback to the cardholder.

2. Non-Compliance
a) Violation of this policy by any employee may lead to disciplinary measures, including possible termination of employment.
b) The use of the card for personal business expenses by employees is strictly prohibited. Failure to comply with this directive may result in disciplinary measures, including potential termination of employment.
c) Deliberate disregard of the policy will lead to the revocation of the card and may result in disciplinary measures, up to and including termination of employment.

V. ATTACHMENTS

1. Missing Documentation P-Card Affidavit
Item 1h
Attachment 1
SILICON VALLEY \3/ CLEAN ENERGY
Missing Supporting Documentation Affidavit
x x x x - x x x x - x x x x -________
Purchasing Card Number (last fourdigits only)

MISSING SUPPORTING DOCUMENTATION INFORMATION
Date of
Transaction
Vendor Name Description of Item(s) Purchased Total Cost

EXPLANATION OF MISSING SUPPORTING DOCUMENTATION

CARDHOLDER CERTIFICATION
The Cardholder hereby states that the above facts are true and correct to the best of their knowledge. Cardholder further understands that repeated incidents of missing supporting documentation for Purchasing Card transactions may be grounds for suspension and/or revocation of Purchasing Card privileges.

Cardholder Signature Cardholder Printed Name Date

SUPERVISOR ACKNOWLEDGEMENT
Supervisor Signature Supervisor Printed Name Date
Item 1h
Attachment 1
/'ASILICON VALLEY \3/ CLEAN ENERGY
FP7
Category: FINANCE
Page | 1 Adopted: 3/08/2017
Proposed Amendment 1: 11/3012/13/2023

PURCHASING CARD POLICY
I. PURPOSE
The proper use of Purchasing Cards (“P-Card”) provides our Agency, Silicon Valley Clean Energy (“SVCE”), with a cost-effective, convenient, and streamlined method of purchasing items, allowing staff to operate more efficiently and reduce costs.

II. CONTROLS

1. P-Cards may be issued to the Chief Executive Officer, Executive Assistant/Board Clerk, and Director-level Employees.

2. The use of P-Card shall be in accordance with Section III. Policy.

3. Each P-Card will have a credit card limit that does not exceed $20,000 monthly, subject to the CEO’s discretion.

III. POLICY

1. P-Card Administration
a) The Finance and Administration Department is responsible for:
o Issuance of P-Cards (approved by Director of Finance
and Administration)
o Distribution of monthly statements for cardholder
reconciliation
o Monitor and review of cardholder activity
o Timely payments of P-Card statements
o Corrective action regarding unauthorized use or
fraudulent activity
b) Cardholders may delegate the use of the P-Card to
additional SVCE employee(s) with the approval of CEO; only the cardholder and the delegate(s) may use P-Cards.

2. Authorized P-Card Use:
a) All purchases must be lawful and comply with all SVCE policies and procedures
Item 1h
Attachment 2
©

SILICONVALLEY

CLEAN ENERGY
FP7
Category: FINANCE
Page | 2 Adopted: 3/08/2017
Proposed Amendment 1: 11/3012/13/2023
b) All P-Card transaction requests must be authorized by cardholder or his/her delegate prior to the transaction.

Allowable purchases include:
o SVCE authorized business travel and registration
expenses, in accordance with SVCE’s Travel Policy
(ex: Airfare, hotel lodging, vehicle rental, parking,
tolls, public transportation fare, conference
registrations)
o Online/offsite training
o Certain marketing and social media expenses
o Office supplies
o Books, periodical publications, and subscriptions
necessary for business
o Vendors who do not accept payment by
ACH/wire/check; including vendors who may
accept checks but for whom payment by card is
necessary for the timely and efficient delivery of
goods and services.

3. Unauthorized P-Card Use:
a) Delegation of P-Card to any unauthorized individual
b) Transactions not authorized by the cardholder
c) Prohibited purchases include:
o Personal purchases and non-business expenditures
of any kind, including alcohol, firearms, tobacco,
room service such as movies.
o Purchase of temporary or contract labor which
requires 1099 reporting
o Cash advances of any type
o Political contributions
o Rental or lease of land or buildings
o Lease or purchase of fixed asset equipment
o Purchases that require other departmental
approvals (ex: IT Hardware/software)
o Meals, entertainment, gifts, or other expenditures
which are otherwise prohibited by:
▪ SVCE’s budget and/or policies
▪ Federal, state, or local laws or regulations
Item 1h
Attachment 2
0 SILICON VALLEY

CLEAN ENERGY
I
FP7
Category: FINANCE
Page | 3 Adopted: 3/08/2017
Proposed Amendment 1: 11/3012/13/2023
▪ Grant conditions or policies of the entities
from which we receive funds

4. Cardholder and Delegated User Responsibilities
a) Maintain physical and digital security of the Purchasing Card at all times
b) Ensure all P-Card transactions are for authorized uses as defined in this policy, and are in accordance with all other policies and internal procedures
c) Retain all documentation for proof of purchase, such as invoices, itemized receipts, and order confirmations.
d) Report lost and/or stolen cards and/or fraudulent activity immediately to the Finance and Administration Department

5. Monthly Statement Review
a) All cardholders must check each transaction against
monthly statement and keep documentation
o For travels: include travel dates
o For meals or conferences: include information on
who was in attendance and what topics were
discussed
b) Any transaction with missing documentation requires a written explanation and signed affidavit for the missing documentation
o Include the vendor name, date, description of
purchase, and reason for the missing
documentation
c) Any disputed charges are the responsibility of the
cardholder to correct with the vendor and must be noted on the statement reconciliation
d) Cardholders must submit the reconciled statement,
purchasing documentation, and all associated receipts to the Finance and Administration Department timely for
monthly accounting reconciliation

6. Termination of Employment of Cardholders or Delegated User a) Cardholder:

Item 1h
Attachment 2

SILICON VALLEY

CLEAN ENERGY
I
FP7
Category: FINANCE
Page | 4 Adopted: 3/08/2017
Proposed Amendment 1: 11/3012/13/2023
o Prior to departure or termination of duties with
SVCE, the cardholder must reconcile all
expenditures on his/her card account since the last
statement submitted.
o It is the responsibility of the cardholder to ensure
that his/her account is settled prior to departure.
o The P-Card must be surrendered to the Director or
Manager of Finance and Administration upon
termination of employment.
b) Delegated User:
o Prior to departure or termination of duties with
SVCE, the delegated user is required to reconcile
with the cardholder for his/her expenses incurred
since the last submitted statement.
o It is the responsibility of the cardholder to ensure
that the delegated user’s expenses are settled prior
to departure.

IV. POLICY COMPLIANCE AND REINFORCEMENT

1. Compliance Measurement
a) The Finance and Administration Department will verify compliance to this policy through various methods,
including, but not limited to, monthly statement reviews, internal audits, and feedback to the cardholder.

2. Non-Compliance
a) Violation of this policy by any employee may lead to disciplinary measures, including possible termination of employment.
b) The use of the card for personal business expenses by employees is strictly prohibited. Failure to comply with this directive may result in disciplinary measures, including potential termination of employment.
c) Deliberate disregard of the policy will lead to the revocation of the card and may result in disciplinary measures, up to and including termination of employment.

V. ATTACHMENTS

1. Missing Documentation P-Card AffidavitPurchasing Cards or P-Cards, Item 1h
Attachment 2
©

SILICONVALLEY

CLEAN ENERGY
FP7
Category: FINANCE
Page | 5 Adopted: 3/08/2017
Proposed Amendment 1: 11/3012/13/2023
are credit cards issued to authorized employees to make purchases for the Authority. The proper use of P- Cards helps our business operate more efficiently and reduce costs.

Purchasing Cards will have a monthly cardholder limit of $3,000.

Purchasing Cards will be issued to the Chief Executive Officer, Board Clerk, and Director Level employees.

Purchasing Cards may not be used to purchase temporary or contract labor which requires 1099 reporting.

In every case of credit card usage, the individual charging an account will be held personally responsible in the event that the charge is deemed personal or unauthorized.

Authorized Card Use:

Only Cardholders are authorized to use P-Cards.

P-Card authority cannot be delegated.

Cardholders are responsible for all use of their P-Card.

All purchases must comply with the purchasing, purchase order, travel, and accounts payable procedures.

Authorized purchases include:

The P-Card may be used for small purchases of supplies or services acquired through a purchase order or regular order or an individual order where the contract specifically allows such payment method.

Designated representatives who travel on Authority business may use the P-Card for authorized travel expenses.

Unauthorized P-Card Uses
Cash advances of any type are prohibited.

P-Cards shall not be used for personal purchase.

Personal or non-business expenditures of any kind are prohibited.

Meals, entertainment, gifts or other expenditures which are prohibited by:

Authority budget and/or policies
Federal, state, or local laws or regulations.

Grant conditions or policies of the entities from which we receive funds.

Cardholder Recordkeeping
Every instance of credit card or other purchase must be documented with Item 1h
Attachment 2

SILICON VALLEY

CLEAN ENERGY
I
FP7
Category: FINANCE
Page | 2 Adopted: 3/08/2017
Proposed Amendment 1: 11/3012/13/2023
travel authorizations, receipts, nature of business, etc., before the expense will be considered authorized and will be approved for reimbursement.

Cardholders are responsible for retaining the documentation necessary for proof of purchase. This includes the invoice, shipping documents, and “Customer Copy” of the charge receipts.

Monthly Statement Review
All Cardholders much check each transaction against the purchasing log and supporting documentation. The original documents shall be attached to the monthly statement.

Any transaction with missing documentation requires a written explanation for the missing documentation. Include the vendor name, date, description of purchase, and reason for the missing documentation.

The Finance Department will review purchasing logs for completeness and process payment upon signature from the Chief Executive Officer. The Chief Executive Officer’s purchasing log shall be reviewed and signed by the Director of Administration and Finance.

Returns are the responsibility of the Cardholder. Returns must be noted on the P-Card log and shipping documentation attached to the monthly statement review.

Disputes much be noted on the P-Card log.

If the Card is lost or stolen, it is important for the Cardholder to immediately notify the designated individual in the Authority.

Item 1h
Attachment 2
©

SILICONVALLEY

CLEAN ENERGY
I

Staff Report – Item 1i
Item 1i: Approve Plan to Delay Implementation of Net Billing Tariff (Solar Billing Plan, NEM3) in Alignment with PG&E Implementation Delays
From: Girish Balachandran, CEO
Prepared by: Peyton Parks, Energy Services Principal
Date: 12/13/2023

RECOMMENDATION
Staff requests the Board of Directors (Board) approve delaying implementation of the Net Billing Tariff (NBT, also known as Solar Billing Plan, or NEM3), approved by the Board at the November 8, 2023 meeting, until such a time that PG&E is prepared to begin billing under the tariff.

BACKGROUND
At the November 8, 2023 meeting of the Board, the BOD approved staff’s proposal to implement the Net Billing Tariff for implementation on customer bills beginning December 15, 2023, coinciding with the planned roll-out date of PG&E’s billing implementation of the new Tariff. Strategically, matching the SVCE implementation of NBT to the date of PG&E implementation would alleviate customer confusion and provide a seamless billing experience for customers migrating to the new plan.

However, on November 16, 2023, during a joint meeting between PG&E and CCA groups in its service territory, PG&E informed CCAs that they would not be able to adhere to the December 15 deadline due to unforeseen IT implementation delays. At this time, no additional guidance has been provided to SVCE and other CCAs regarding an updated timeline for implementation. The collective CCAs have requested a minimum of 90 days' notice prior to a new planned implementation date to successfully coordinate customer communications and billing operations.

Considering this, staff now proposes that the NBT implementation be delayed until such a time that PG&E is prepared to begin billing under the tariff. The small group of customers (<500) that were slated to have their NEM service transition to NBT billing on December 15th will continue to have their meter read and their accounts billed as if they were NEM 2.0 customers. PG&E has stated that they will communicate with customers in this group to inform them of the delay. PG&E has also informed the Energy Division and CPUC of their failure to meet the predetermined timelines. At this time, it is unknown if additional guidance has been handed down from the regulatory bodies to PG&E regarding this matter. SVCE staff will continue to monitor this issue and inform the Board of major developments as they unfold.

ANALYSIS & DISCUSSION
It is infeasible to implement NBT charges until there is a PG&E billing system in place that supports it. Without the IT infrastructure to implement the Avoided Cost Calculator (ACC), PG&E would not be able to provide SVCE with the billing data required to roll out the program. Another primary concern is the back-end billing provider, Calpine, has been unable to perform the necessary testing of the billing engine due to missing or incomplete information from PG&E.

Item 1i
SILICON VALLEY \3/ CLEAN ENERGY
Agenda Item: 1i Agenda Date: 12/13/2023

Further, CCA NBT billing without the corresponding IOU charges would create a major disruption to the customer experience. We would expect confusion from customers around differing start dates between the two utilities for the same program.

STRATEGIC PLAN
This recommendation to support updated solar NEM programming is consistent with the strategic plan, Goal 8, Measure 2: ‘Enact and maintain competitive service offerings for SVCE customers that deliver measurable economic and environmental benefits’ and ‘Establish new rate program(s) to promote electrification, and matching of clean energy supply and demand.’

ALTERNATIVE
None; implementation is not feasible until the PG&E roll-out.

FISCAL IMPACT
Implementation of the Net Billing Tariff will likely have negligible financial impacts in its first year due to low anticipated customer enrollment and comparatively lower export rates for energy than previous versions of the NEM program. Staff intends to study the financial performance of customers under the tariff in order to inform future NEM-integrated program design in the future.

Item 1i

Staff Report – Item 1j
Item 1j: Executive Committee Report
To: Silicon Valley Clean Energy Board of Directors
Prepared by: Tina Walia, Executive Committee Chair
Date: 12/13/2023
The Executive Committee met November 27, 2023 and discussed the recommendation to form an Ad Hoc Transition Committee, received a budget update, discussed 2024 customer rate setting and additional expenditures, received information on SVCE board elections, and received information on the Go Electric Advisor program.

Board Chair George Tyson and CEO Girish Balachandran requested the Executive Committee support a recommendation to the Board of Directors to form a Transition Ad Hoc committee to ensure a smooth transition from current CEO to future CEO, Monica Padilla. The committee unanimously supported the formation of an ad hoc committee consisting of members Board Chair Tyson, Director Rennie, and myself, with a proposed end date of December 11, 2024. Discussion at the meeting included Brown Act implications and whether this ad hoc committee would be dealing with issues that other Board Committees would normally handle. It was clarified that this ad hoc committee would not be discussing any policy issues and the main role is to be available to the outgoing and incoming CEOs for process and communication needs. This item will be presented to the board for consideration at the December board meeting.

Amrit Singh, CFO and Director of Finance and Administration, provided a budget update that included multiple rate discount scenarios along with additional budget funding proposals based upon the updated Fiscal Year 2023-2024 analysis. The committee discussed in great depth the six funding scenarios presented by staff, with consensus to support staff’s recommendation to:

1. Maintain the general customer discount at 4% when PG&E implements its new rates for 2024

2. Increase the bill credit for low-income customers to true-up to with the dollar equivalent of a 1% overall discount;

3. Transfer money to the Building Fund for the potential purchase of an office building;

4. Set aside reserves to fund a 4% discount over the next two additional years; and

5. Transfer additional $20 million to the Programs Fund The committee also considered providing additional customer discounts such that customers’ generation rates remain at current levels. Since staff was to discuss this topic with the Finance and Administration committee prior to bringing the item to the Board of Directors, there was no action taken to make a formal recommendation.

Board Clerk Andrea Pizano presented the process and timeline for upcoming SVCE Board Elections, which is similar to what has been done in the past. A presentation will be provided at the Board of Directors meeting for informational purposes.

Item 1j

SILICON VALLEY

CLEAN ENERGY
Agenda Item: 1j Agenda Date: 12/13/2023

Jessamyn Allen, Programs Lead, presented an overview of the Go Electric Advisor, an electrification concierge service to help residential customers better leverage electrification rebates and complementary SVCE offerings.

Materials from this meeting can be found on SVCE’s website: SVCE Executive Committee Meeting, November 27, 2023
The next meeting of the Executive Committee will occur in January following committee appointments at the January 10, 2024 Board of Directors meeting.

Item 1j

Staff Report – Item 1k
Item 1k: Finance and Administration Committee Report
To: Silicon Valley Clean Energy Board of Directors
Prepared by: Hung Wei, Finance and Administration Committee Chair Date: 12/13/2023
The Finance and Administration Committee met on November 30, 2023, and received a presentation from staff requesting the committee recommend that the SVCE Board of Directors approve proposed amendments to SVCE’s Purchasing Card Policy and receive an updated fiscal year 2023-24 budget analysis with multiple rate discount and additional budget expenditure scenarios.

Karen Chang, Manager of Finance and Risk Controls, presented proposed amendments to SVCE’s financial policy 7, Purchasing Card Policy (utilized for business travel [airfare, lodging, parking/tolls], conference registrations, on-site and off-site training and development, social media marketing, office supplies, IT software subscriptions, event bookings), noting the changes were intended to tighten controls and meet the current purchasing needs of the larger SVCE organization. Staff informed the Committee that there had been no misuse of the company cards. In addition to the proposed changes to the policy, staff requested the committee support the recommendation for the Board of Directors to ratify previous exceedance of the originally established monthly $3,000 limit per card. Changing the monthly card limit would recognize the growth of SVCE over the last five years and is proportionate to current agency needs. Corrective actions in the future to ensure that the limit is set at the right level and that use of the cards are compliant with current limits include dedicated finance staff for monthly card limit monitoring, monthly spending analysis review, implementing alert systems for proactive monitoring and finally conducting annual broad policy reviews. The committee voted to support the staff’s recommendation, which will be included on the Consent Calendar for the December Board of Directors meeting.

Amrit Singh, CFO and Director of Administrative Services, presented an updated fiscal year 2023-24 budget analysis. Based on the new analysis, which improves SVCE’s financial projections by about $120 million from the adopted budget, staff outlined six funding scenarios ranging from a 1% general customer rate discount level to a 7.2% general customer rate discount level. Other varying additional expenditures included a true-up of the 1% bill credit for low-income customers to reflect higher rates, a building fund to invest in the purchase of a building, money to set aside to fund at least a 4% discount for two additional years, and additional program expenditures including grants to cities. The committee discussed the various funding scenarios in detail and ultimately supported the staff’s recommendation of the following:
• Maintain the general customer discount level at 4% when PG&E implements its new rates for 2024 • Increase the bill credit for low-income customers to true-up to the dollar equivalent of a 1% overall discount
• Set aside $20 million for an SVCE office building
• Set aside reserves to fund a 4% discount over the next two additional years • Transfer an additional $20 million to the Programs Fund The committee strongly supported increasing the funding for decarb programs and setting aside funds to potentially purchase a new office building. This item will be presented to the Board of Directors for consideration at the December board meeting.

Materials from this meeting can be found at the following link: SVCE Finance and Administration Committee Meeting, 11/30/23.

Item 1k
SILICON VALLEY \3/ CLEAN ENERGY
Agenda Item: 1k Agenda Date: 12/13/2023

The next Finance and Administration Committee meeting will be scheduled based on committee member availability and is expected in February 2024.

Item 1k

Staff Report – Item 1l
Item 1l: California Community Power Report
To: Silicon Valley Clean Energy Board of Directors
From: Girish Balachandran, CEO
Date: 12/13/2023
Per direction from the SVCE Board on December 9, 2020 for the CEO to provide a report of the ongoing activities of California Community Power (CC Power) after each of its meetings, this is to report CC Power held a regular board meeting on Wednesday, November 15, 2023.

Attached is a summary report from General Manager Alex Morris; materials from the November board meeting can be found here on the CC Power website: CC Power Meeting, 11/15/23 The next meeting of the board will be December 13, 2023 at 1:00 p.m.; meeting materials can be found on the CC Power website: https://cacommunitypower.org/meetings/ ATTACHMENTS:

1. CA Community Power Board Meeting Summary from General Manager Alex Morris, November 15, 2023 California Community Power
901 H St, Ste 120 PMB 157, Sacramento, CA 95814 | cacommunitypower.org A Joint Powers Agency whose members are:

Central Coast Community Energy | CleanPowerSF | East Bay Community Energy | MCE | Peninsula Clean Energy | Redwood Coast Energy Authority | San José Clean Energy | Silicon Valley Clean Energy | Sonoma Clean Power | Valley Clean Energy
TO: CC Power Board of Directors and Alternates DATE: 12/06/2023 FROM: Alex Morris – General Manager
SUBJECT: Report on CC PowerRegularBoard of Directors Meeting – November 15, 2023 The CC Power Board of Directors held its regularly scheduled meeting on November 15, 2023, via Zoom. Details on the Board packet, presentation materials, and public comment letters can be found under the Meetings tab at the CC Power website: Meetings and Agendas – ca community power Highlights of the meeting included the following:
• Matters subsequent to posting the Agenda. None.
• Public Comment. None.
• Consent Agenda - The Board approved the following items:
o Minutes of the Regular Board Meeting held on August 16, 2023. o Resolution 23-11-02 Approval of Execution of Joint Defense and Common Interest Agreement with California Community Choice Association. o Resolution 23-11-03 Appointment of the General Manager as Personnel Manager. • Regular Agenda Voting Items:
o The Board adopted Resolution 23-11-01 Delegation of Authority to the General Manager to Execute Agreements on Behalf of CC Power. The Board discussed a preference for further definition on policies related to limitations on this authority, e.g. limits on General Manager authority to sign contracts that exceed a certain spending threshold, and for the General Manager to bring such policies to the Board for consideration. While such policies are in development, and perhaps in ongoing fashion, CC Power will disclose at Board Meetings any relevant contracts that have been signed pursuant to Resolution 23-11-01. This item was moved off the consent agenda to allow for discussion by the Board, prior to adoption. o The Board adopted Resolution 23-11-04 Approval of Acquisition of Shared Services Resource Adequacy Report. The Board approved the purchase of a report on Resource Adequacy to be shared amongst participating members. This Report, deemed valuable and of interest to members, provided an opportunity to use ‘bulk-buy’ capabilities of CC Power, yielding cost-savings for participating members. • General Manager Report – the Board reviewed updates regarding multiple areas of CC Power’s operations, including: i) CC Power’s financial updates ii) Getting It Built Right event debrief and discussion iii) Inflation Reduction Act project updates and possible next steps iv) draft membership policies by which the Board could consider and respond to parties interested in membership in CC Power.

Item 1l
Attachment 1
2 • Upcoming General Manager Performance Review – the Board will undertake a performance review of the General Manager and will take steps to adopt a go-forward performance review process for the General Manager.
• Discussion of Any Individual Member Items – none
Item 1l
Attachment 1

Staff Report – Item 1m
Item 1m: Audit Committee Report
To: Silicon Valley Clean Energy Board of Directors
Prepared by: Andrea Pizano, Sr. Executive Assistant and Board Clerk Date: 12/13/2023
There is no report for the Audit Committee as the group has not met since the last report.

The next meeting of the Audit Committee will be scheduled in February to receive the financial audit results.

Item 1m

SILICON VALLEY

CLEAN ENERGY

Staff Report – Item 2
Item 2: CEO Report
To: Silicon Valley Clean Energy Board of Directors
Prepared by: Girish Balachandran, CEO
Date: 12/13/2023
REPORT
Staff Updates
Mia Yancich joined SVCE as an Electrification Fellow through Climate Corps on the (DPP) Programs Team December 4th. She recently graduated from the University of Michigan with a bachelor's degree in Information Science and a minor in Art and Design. Mia’s primary role will be helping SVCE develop and implement EV education programming and supporting other decarbonization initiatives.

Sunny Zhang joined SVCE December 11th as a Marketing Specialist. Prior to SVCE, Sunny worked for 4 years in marketing and sales at an edtech startup, where she helped build many of the company's foundational marketing programs. As a lifelong climate advocate, Sunny also volunteers with various environmental advocacy groups around the Bay Area. Sunny earned her B.A. in Environmental Science & Policy from Duke University.

Kathy Chai joined SVCE December 11th and is the newest addition to the Finance and Administration Department as a Senior Financial Analyst. Kathy comes to us with extensive experience in both Finance and Accounting as well as real estate development and energy industries. In her recent position at an energy company, she played a pivotal role in securing financier funding for various PPA projects. Kathy holds a B.S. from UC Riverside in Business, with a concentration in Accounting and Finance.

Shawn Orgel-Olson, SVCE’s newest Program Marketing Manager, joined the team December 11th. Shawn is a seasoned marketing and sustainability professional who served as the Director of Marketing and Performance Standards at the California Green Business Network for the last six years. While studying at UC Berkeley, he worked for the Alliance to Save Energy. After graduating, Shawn joined Disney Consumer Products where he worked in the Sustainable Business Practices and International Labor Standards groups, working to shift the practices of both employees and licensees. Shawn has also worked for the City of Santa Cruz, where he led the City's Green Business Program.

Personnel Officer Update
Hiring
SVCE recently climbed over the threshold of 50 employees, leaving the small employer category. Just this month, we have added three new employees, and a fellow. Over the past quarter, we have added a total of 7 full time employees, as well as a fellow to our team. At this time, we are recruiting for 2 additional roles (in Communications and Data Engineering), and have another posting on the horizon, as well as additional intern and fellow opportunities coming soon. Open positions can be found on SVCE’s website: Current Job Openings Learning and Development
We continue our dedication to developing great leaders and our commitment to continuous learning. Last week, our management team came together in training to gain skills around leadership styles, situational leadership and Item 2
SILICON VALLEY \3/ CLEAN ENERGY
Agenda Item: 2 Agenda Date: 12/13/2023

effectiveness, conscious leadership, and leading through change. As the year ends, we collectively have added thousands of hours of learning and focus time, based on each individual’s 100 hours of continuous learning commitment for 2023. We’ll close out the year, extending that commitment to 2024 as we all read Clear Thinking by Shane Parish, and join his community of learning, The Farnam Group, to gain further access to training, his podcast the Knowledge Project, and the group’s population of like-minded learners.

Culture
Our end of the year retreat is upon us. Earlier in the day on 12/13, we will dedicate time to Reflect and Recharge, hosting industry leaders to discuss statewide decarbonization and clean energy, and facilitating discussions with staff leadership to reflect on local impacts to date and the vision for the future. During our retreat, which runs through the evening of 12/14, departments are taking time together and cross-functionally for team building, project focus, and learning experiences.
2024 Look Ahead
As we move into 2024, we’ll be focused on change management and a successful leadership transition for the whole workforce. We’ll also continue our commitment to setting SVCE apart as an employer of choice, ensuring our benefits and work environment are best in class, exploring new ways to support workforce engagement and efficiency through both programmatic and technical capabilities and our unwavering emphasis on our core competencies: stakeholder service, effectiveness, continuous learning, and collaboration.

Hanford Emission Mitigation Update
In April 2023, the board approved a PPA with Middle River Power for the Hanford Power Plant, a hybrid natural gas facility with a battery energy storage system. As part of the decision, staff was directed to “develop a policy and/or guidelines to set aside funds to be used for programs and/or projects to mitigate emissions associated with energy produced by the Hanford project resulting from the Hanford PPA”. After several internal discussions staff is developing a set of proposed emission mitigation projects in the Hanford area. Once developed, these options, along with a budget, will be discussed with community leaders prior to being brought to the SVCE board for adoption. Staff expects this to be completed in Q1 of 2024.

Go Electric Advisor Electrification Concierge Service Launch SVCE is excited to announce our new offering the Go Electric Advisor, a customer support service dedicated to helping customers access the various programs and resources offered by Silicon Valley Clean Energy and other organizations to go electric. Customers can contact the Advisor through phone, email, and webchat to have their questions answered and receive a spectrum of support from assistance with layering rebates to whole-home electrification planning. The Advisor service will help make the journey to go electric as simple as possible for the customer so that they come away feeling empowered, encouraged, and supported to take on the next step, no matter where they are in their journey.

Policy Review
As discussed with the Finance and Administration Committee on November 30, 2023 we are recommending a change to the Purchasing Card policy. Continuous Learning is one of SVCE’s four core competencies (the others being Collaboration, Effectiveness and Stakeholder Service). Over the next two months, we are going to review all our policies comprehensively and update all of them, as needed. Steps include inventorying policies, determining update schedules, determining responsible staff for each policy, creating staff-level procedures and guidelines to optimize implementation of Board-approved policies. We are targeting the February Executive Committee meeting to provide a status update and also a timeline of when updated policies will be brought to the Board.

CEO Agreements Executed
The following agreements have been executed by the CEO, consistent with the authority delegated by the Board:
1) City of Monte Sereno, Agreement: Community Resilience Program – Capital Projects Agreement, not to exceed amount $18,475, 11/1/23 – 12/31/24
2) ADM, Task Order: Evaluation, Measurement & Verification, not to exceed $36,372, end date 12/31/24 Item 2
Agenda Item: 2 Agenda Date: 12/13/2023

3) PFM Asset Management, Agreement: Financial Advisory and Swap Advisory Services – allowing CCCFA to use the PFM and SVCE agreement
4) Morgan Stanley, MOU: Procure a 30-year supply of energy, through the issuance of Clean Energy Project Revenue Bonds issued by CCCFA
5) Itron, Agreement: Developing SVCE’s 15-year hourly load forecast and software platform, not to exceed $158,749.96, 11/1/23 – 11/14/26, approved by the SVCE Board of Directors at the November 8, 2023 Board of Directors Meeting
6) PFM Asset Management, Agreement: Issue bonds as part of a prepayment transaction for the purchase of electricity, not to exceed $150,000, 8/15/23 – the third anniversary date of agreement or date of issuance of the Bonds unless terminated earlier
7) NewGen Strategies & Solutions, Amendment: Advice and expert testimony, not to exceed $177,796, extends date to 12/31/24
8) NewGen Strategies & Solutions, Task Order: Advice and expert testimony – Rate Update Support, not to exceed $23,000
9) Patricia LaFleur, Agreement: Office Mural Painting, not to exceed $12,300, 11/22/23 – 6/30/24 10) Carroll Street Associates, Agreement: Clean and Healthy Affordable Multifamily Properties Program Grant Agreement, not to exceed $440,000, expires 12/31/2028
11) Abbot, Stringham & Lynch, Amendment: AMI Data Consulting, extends date to 12/31/24 12) Municipal Resource Group, Amendment: Human Resources Services, unchanged, extends date to 12/31/25
13) Keyes & Fox, Amendment: Legislative Support and Legal Representation, unchanged, extends date to 9/30/24
14) City of Gilroy, Agreement: Community Resilience Program – Capital Projects Agreement, not to exceed $269,247
Item 2

CEO Power Supply Agreements Executed
Counterparty Name Execution/Effective
Date Transaction Type Product Start Date End Date Notional Value High Desert Power 10/16/2023 Sale Resource Adequacy 4/1/2024 4/30/2024 $93,750 Shell Energy North America 11/14/2023 Sale Resource Adequacy 1/1/2024 1/31/2024 $50,000 Shell Energy North America 11/14/2023 Purchase Import Allocation Rights 6/1/2024 9/30/2024 $29,000
Central Coast Community
Energy 11/14/2023 Sale Resource Adequacy 1/1/2024 2/29/2024 $41,250 These agreements are included in the Board packet as Appendix A.

Item 2

SILICON VALLEY

CLEAN ENERGY

Presentations & Relevant Meetings Attended by CEO
- Participated in CalCCA Monthly board, executive, and legislative meetings

ATTACHMENTS

1. Clean Power Update, December 2023

2. FY23 Q4 Decarbonization Strategy and Programs Quarterly Report

3. Energy Services & Community Relations Update, December 2023

4. Regulatory and Legislative Update, December 2023

5. Agenda Look Ahead, December 2023 – April 2024
Item 2
SILICON VALLEY \3/ CLEAN ENERGY
• Subtitle
New SV Clean Energy
PowerPoint Template
Item 2
Attachment 1
Clean Power Update, December 2023

SILICON VALLEY

CLEAN ENERGY
SVCE Board Meeting
December 13, 2023
CEO Report
Clean Power Update
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Item 2
Attachment 1
Clean Power Update, December 2023
Seller Project Name Technology Generation MW
Storage
MW Storage MWh
Approximate % of Annual
load in 2030
Term
(years)
Lifetime Not to
Exceed Authority
(MM$)
SVCE Board
Approval Status
1 MN8 Slate Solar + Storage 93 46.5 186 6.2% 17 $198 Oct-18 Online 2 Ormat Casa Diablo Geothermal 7 1.4% 10 $43 Feb-20 Online 3 Atlantica Coso Geothermal 43.8 6.1% 15 $331 Mar-20 Online 4 Leeward Rabbitbrush Solar + Storage 40 8 20 2.9% 15 $64 Apr-20 Online 5 NextEra Yellow Pine Solar + Storage 50 26 104 3.8% 20 $128 May-20 Online 6 Avantus Aratina Solar + Storage 80 50 200 6.3% 20 $368 Jun-20 Pre-construction 7 174 Power
Global Atlas Solar 50 3.6% 10 $32 Jan-21 Pre-construction 8 SB Energy Angela Solar + Storage 20 10 40 1.4% 15 $35 Mar-21 Pre-construction 9 AES Mountain View Wind 33.3 3.1% 20 $128 Apr-21 Online 10 Origis San Luis West Solar + Storage 62.5 15.625 62.5 3.9% 15 $132 Apr-21 Pre-construction 11 Clearway Victory Pass Solar + Storage 100 25 100 7.6% 15 $173 May-21 Construction 12 Terra-Gen Cameron Crest Wind 77.7 4.6% 15 $150 May-21 Online 13 Rev Renewables Tumbleweed
Long Duration
Storage 15.9375 127.5 15 $100 Feb-22 Pre-construction
14 Onward Goal Line
Long Duration
Storage 14.2 113.6 15 $100 Mar-22 Pre-construction
15 Ormat Geothermal Portfolio Geothermal 16.75 4.2% 20 $256 Jun-22 Pre-construction 16 OME Fish Lake Geothermal 1.82 0.4% 20 $30 Jun-22 Pre-construction 17 AES Baldy Mesa (RA-only) Storage 0 75 300 10 $81 Sep-22 Construction 18 MRP Hanford Thermal + BESS 99.4 131.4 131.4 12 $280 Apr-23 Pre-construction 19 NextEra Grace Solar 120 0 8.3% 15 $286 Aug-23 Pre-construction 20 NextEra Yellow Pine III Storage 0 115 460 15 $420 Aug-23 Pre-construction 21 Pattern SunZia Wind 100 0 0 7.6% 15 $361 Nov-23 Pre-construction Item 2
Attachment 1
Clean Power Update, December 2023
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Item 2
Attachment 1
Clean Power Update, December 2023
Clean Energy Resources Online Progress
as of 12/1/2023
V
2024 -Q1
1 •Victory Pass Solar + Storage: Construct/on mode - delayed Angela Solar + Storage: Pre-construction - delayed
2024 -Q2 •Baldy Mesa (RA-Only Storage): Construction mode 2024 -Q4
2025 -Q2
•Hanford BESS on Peaker: Pre-construction
•Goal Line Long Duration Storage: Pre-construction
•Aratina Solar + Storage: Pre-construction - delayed
•San Luis West Solar + Storage: Pre-construction - delayed 2025 -Q3+
Fish Lake Geothermal: Pre-construction
Ormat Geothermal Portfolio: Pre-construction
Tumbleweed Long Duration Storage: Construction mode
Atlas Solar: Pre-construction - delayed
Yellow Pine III Storage: Pre-construction
Grace Solar: Pre-construction
Item 2
Attachment 1
Clean Power Update, December 2023
Victory Pass Solar + Storage
COD in QI 2024
Developer: Clearway
Riverside County, CA
PV: 100 MW
BESS: 25 MW
Will meet approx. 8% of
SVCE’s load
sep. 5, 2023, 12:34:47 p.m.

Desert Center CA 92239
Estados Unidos
Victory pass
5 Item 2
Attachment 1
Clean Power Update, December 2023
150 applicants for
All-Electric
Showcase
Awards.

DECARBONIZATION PROGRAMS
FY23 Q4 Milestones
Quarterly Report
267
L2 connector
installations and 10
DCFC installations
for CALeVIP.
236
completed
electrification
projects for
FutureFit Homes.

Item 2
Attachment 2
DPP Quarterly Report, FY23 Q4

SILICON VALLEY

CLEAN ENERGY
Name Budget Potential Impact Cumulative Impact
To-Date Last Quarter (Update) Next Quarter (Target)
Electrification Rate
Discount $9.5M 5,000 customers enrolled 850 enrolled
Created tracking for enrolled
customer and setup
processes including welcome
emails and surveys
Review Phase 1 learnings
and decide on revisions.

Host focus group to learn
about customer behavior
CHIIP, including
Affordable Housing
EVI Incentives
$8.9M
25 MUDs with EVI
4,000 L1/L2 chargers at
affordable housing
22 reservations
1 completed See cumulative impact Expand enrollment
CALeVIP 1.0 $6M 85 DCFC installed
1,100 L2 installed
10 DCFC installed
267 L2 installed Closed application window DCFC and L2 projectpayments as they complete Community Energy
Resilience $5.15M 13 agencies completeprojects
13 agencies selected
a project See cumulative impact
Execute last 4 grant
agreements before 12/31/23
deadline
FutureFit Homes -
Residential
Incentives
$4.05M 750 homes fully/partially
electrified
236 homes
fully/partially
electrified
See cumulative impact. New
marketing videos also
released.

Expecting increase in
rebates paid as summer
projects finalize
Decarbonization
Demonstration
Grants
$3.2M 8 local public facing
electric projects 1 project complete See cumulative impact. Allgrant agreements executed.

Continue project work,
demonstrate value of
completed project and
share lessons
FutureFit
Fundamentals
Contractor Training
$1.7M 300 contractors trained
500 graduate incentives
104 contractors
completed training
See cumulative impact.

Program connected to
FutureFit Homes. Program
materials updated.

Working on new graduate
bonus
Electric Showcase
Awards 2.0 $1.5M
Highlight building
electrification success
stories
150 applications,
16 winners,
$95,000 awarded
See cumulative impact
Promote winners, present
to local councils and tour
two of the winning homes
FutureFit Homes
and Buildings: C&I
and SMB Incentives
$1.25M 20-30 SMBs electrified In progress
Building electrification
rebates launched for small
and medium business
customers in July
Continue program roll out
Customer Resource
Center (eHub) $1.1M 1.5M email opens250K unique web visits

1.4M email opens,
262K web visits, 206
rebate claims
See cumulative impact
100K email opens, 10K web
visits, 100 rebate claims,
launch induction cooktop
promo

PROGRAMS PORTFOLIO
Active Programs
See Glossary for program descriptions. Title links to program homepage (if available).

Quarterly Report
View our active rebates here. 1
FY23 Q4
Item 2
Attachment 2

SILICON VALLEY
DPP Quarterly Report, FY23 Q4

CLEAN ENERGY
Name Budget Potential Impact Cumulative
Impact To-Date Last Quarter (Update) Next Quarter (Target) Priority Zone DC
Fast Charger
(PZDCFC) 2.0
$875K 10 DCFC installations
near MUD hotspots
4 DFCF sites with
10 100+ kW ports See cumulative impact Monitor site constructionprogress and milestones FutureFit Assist $725K
60 assessments
36 projects done
250 ports
52 applications See cumulative impact Expand enrollment GridShift EV
Charging $600K
Bill/emissions savings
and load shifting
capacity
1,184 EVs
enrolled
31 rebates
Launched August sign-up
incentive & marketing efforts
(direct mail, email, DMV ads)
Launch ongoing sign-up
incentive & referrals
Reach Codes

2.0 $600K
Require all new
buildings to be
emissions-free
12 agencies adopt
electrification
ordinances
Ninth Circuit’s Berkeley
decision stalled progress
Monitor and support agencies
as the legal case evolves
Decarbonization
Engagement
Grants
$442K
5 communities
engage residents on
climate action topics
In progress 5 communities executed
agreements
Work to complete projects,
share during MAWG meetings
Fleet
Electrification $300K
Complete for 5
member agency and
5 SMB fleets
In progress 5 agencies in process to
complete electrification plans
Solicit additional participants,
and work with 5 enrolled
agencies to complete plans
SV
Transportation
Electrification
Clearinghouse
$150K
Create cohort to
enable equitable
electrification.

In progress
Planned to host a stakeholder
meeting on MF EV charging
opportunities
Conduct relaunch to assess how
to increase impact
Lights On
Silicon Valley
Power
Supply
Budget
750 SFH and 5 MF
completed 581 enrolled SFH Sunrun continued to enroll andinstall customers Construction to complete,
delivery will begin

PROGRAMS PORTFOLIO
Active Programs
View our active rebates here. 2
FY23 Q4
Item 2
Attachment 2
©

SILICONVALLEY
DPP Quarterly Report, FY23 Q4

CLEAN ENERGY
Name Budget Potential Impact Last Quarter (Update) Next Quarter (Target) Multifamily Direct
Install (TE and BE) $12.5M 300 to 1,000 MF AH unitselectrified RFP released Evaluate proposals, select winner Permit
Modernization $3.2M 13 member agencies improveelectrification permitting Program design completed Release to member agencies Tariffed On Bill
(TOB) Financing $3M 500 to 1,000 customers financeelectrification CPUC decision received which
outlines path for IOUs to develop
TOB proposals based on SVCE’s
Working group develops TOB
proposals and evaluates next steps
with TECH
Existing Building
Policy Experiment $1.9M
Spur action on building
electrification and reduce building
gas combustion
Program design completed Release to member agencies
FutureFit Homes
Concierge $892K
3,600 customers use hotline, 1,200
use tech assistance, 350 use
electrification plans
Worked with vendor on
implementation plan and tech
requirements
Develop webpage, train vendor on
SVCE programs, and prepare for
launch
Feasibility
Assessment,
Natural Gas Phase
Out
$300K Complete study that informs local,
regional, and statewide policies
Developed SPW for phase 1
analysis Hire contractor and kickoff work
SV Building
Electrification
Strategic Taskforce
$150K Educate stakeholders about
building electrification
Completed program design and
joined 2 workforce coordination
efforts
Map stakeholders, list feedback
received on workforce, housing, and
LMI building electrification issues

PROGRAMS PORTFOLIO
Planning
View our active rebates here.

Name Budget Summary
Innovation Onramp $2.4M 10 pilots complete. The final pilot from 2021 with NeoCharge was completed in May 2023. Future program pathway is being determined. $1.2M budget remaining.

FutureFit Homes Heat Pump Water
Heater $1.5M Program closed in December 2022. Active applications were transitioned to FutureFit HomesIncentives program.

Reach Codes 2019 $400K Reach Codes 2019 were adopted by 12 of 13 member agencies. Several agencies updated Reach Codes in the 2022 code cycle.

Medical Battery Program $200K All 50 batteries are claimed by customers who require electricity for medical devices and are at high risk of power outages.

Closed/Inactive
3 FY23 Q4
Item 2
Attachment 2

SILICON VALLEY
DPP Quarterly Report, FY23 Q4

CLEAN ENERGY
10/2
1 /2
12/2
1/23
2/23
3/23
4/23
5/23
6/23
7/23
8/23
9/23
1,500
1,000
500
0 Rebates claimed:

Total $Funds Reserved
0 10 20 30 40
Commercial business
Government
Multifamily
School/Nonprofit
Incentive program for L1 and L2 EV charging
infrastructure at multifamily properties
0 100 200 300 400
HPWH

HP HVAC
Panel Upgrades
Pre-wiring
Meter Removals
Funds Reserved:

Approved Reservations:

Goal:

FutureFit Homes
Provide incentives to residents for electric heat
pump water heaters (HPWH), heat pump HVAC
systems, service panel upgrades, and pre-wiring
upgrades to replace gas appliances.

Future Fit Assist
Assistance in site assessment, preliminary
design, and applying to rebates for charging at
multifamily housing and small and medium
workplace properties.

Cumulative Applications
Charging Installation
Incentive Program (CHIIP)
Number of Reservations
PROGRAMS HIGHLIGHTS FY23 Q4
4 $1.35M
$611K
22 $824K
35 Sites, 150 ports
Rebates reserved:

Item 2
Attachment 2

SILICON VALLEY
DPP Quarterly Report, FY23 Q4
<3/ CLEAN ENERGY
CALeVIP
Level 2 DCFC
8 6
4 2
0 1 /21
1/23/25/2
7/29/2
1 /2
1/23
3/23
5/23
7/23
9/23
200
150
100
50 0
Reserved
Provide incentives for electric vehicle (EV) chargers
as part of a regional program.
= 25 Level 2 Installations
150 Participants Complete
the Course (Phase 1)
Goal:

Funding: $1.5M
Completions
FutureFit Fundamentals
Provide financial relief to contractors by
expanding their knowledge of electrification
technologies.
1K Level 2 + 85 DC Fast
Chargers by 2023
Goal:

Funding: $11.58M
= 5 Participants Complete Course
Funds Issued = 5 DCFC Installations
$1.5M
104
Remaining Funds
Registrations
197
$5.9M
$1.1M $700K
$1.8M
$2.7M
$6M
$4M
$2M
5 PROGRAMS HIGHLIGHTS FY23 Q4
Item 2
Attachment 2
DPP Quarterly Report, FY23 Q4
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e es
>J'J>¥¥¥>¥>¥>¥>*
1/23/25/2
7/29/2
1 /2
1/23
3/23
5/23
7/23
9/23
1,250
1,000
750
500
250
0 9/2
10/2
1 /2
12/2
1/23
2/23
3/23
4/23
5/23
6/23
7/23
8/23
300,000
200,000
100,000
0 GridShift EV Charging
Managed EV charging app that optimizes charging
to reduce associated costs and emissions.

Charger Rebates Reserved: 31
Number of Enrolled EVs
1,184
Rebate Goal: $30K
Goal: 120 EV Chargers
eHub Report
Online customer resource center to enable
engagement, education and action related to clean
electricity, EVs and home electrification.
= 1 email campaign completed
262,219
24,083
Unique Visits Return Visits
FY 22-23
6 PROGRAMS HIGHLIGHTS FY23 Q4
Website Visit Goal:

Reach 250K Unique Visitors
Conduct 10 email campaigns
Email Goal:

Item 2
Attachment 2
DPP Quarterly Report, FY23 Q4

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Built Environment
Community Energy Resilience: Resources (grants) and tools for member agencies to increase individual and collective capacity to adapt to future power outages.

Electric Showcase Awards 2.0: Award program to recognize residential, commercial, and non-profits who are early adopters of existing building electrification.

Decarbonization Demonstration Grants: Grants to encourage member agencies and other key groups an opportunity to electrify their facilities. Focus on projects with public visibility for education/awareness purposes.

Decarbonization Engagement Grants: Grants for member agencies and other key groups to work on smaller electrification engagement initiatives to engage their communities.

Electrification Rate Discount: Custom rate to promote building electrification.

Existing Building Policy Experimentation: Assess and support potential policy levers that member agencies can explore to mitigate emissions from existing buildings.

Feasibility Assessment of Natural Gas Phase Out by 2045: Feasibility study to identify technical, legal, and economic barriers and opportunities for phasing out natural gas service by 2045 in SVCE's service territory.

FutureFit Fundamentals Contractor Training: Training and financial incentive program for contractors to expand their knowledge and installation of electrification technologies.

FutureFit Homes - Concierge: Comprehensive one-on-one phone or web assistance to SVCE customers to assist them in applying for electrification incentives, technical assistance, or developing a whole-home electrification plan.

FutureFit Homes - Residential Incentives: Incentives for various building electrification technologies for single- and small multi-family residential customers. Includes major appliances as well as eventual gas meter removal.

FutureFit Homes and Buildings - C&I Incentives: Incentives for demonstration projects at a handful of small and medium business properties.

Multifamily BE Direct Install: Comprehensive building electrification retrofits with a direct installer for multifamily affordable housing sites.

Permit Modernization: Benchmark and streamline member agency permitting and inspection processes to identify barriers and opportunities to electrification.

Reach Codes 2.0: Provide model building energy codes supportive of all-electric design and EV infrastructure to member agencies along with consultant support. 7 GLOSSARY FY23 Q4
Item 2
Attachment 2
©

SILICONVALLEY
DPP Quarterly Report, FY23 Q4

CLEAN ENERGY
CALeVIP 1.0: Incentives for L2 and DCFC publicly-accessible EV chargers funded by California Energy Commission and SVCE as part of a regional collaboration.

CHIIP: Incentive program for L1 and L2 EV charging at hard-to-reach multifamily properties.

Fleet Electrification Program: Competitive application for SVCE’s fleet electrification planning support and funding for site upgrades targeting a broad set of fleet types.

FutureFit Assist: Technical assistance for preliminary site design and pertinent rebates for charging at multifamily housing and small and medium workplace properties.

Multifamily TE Direct Install: Comprehensive transportation electrification retrofits with a direct installer for multifamily affordable housing sites.

Priority Zone DC Fast Charger (PZDCFC) 2.0: Competitive grant application for DCFC installations in “priority zones” that support designated multifamily housing clusters.

SVTEC: Regular regional stakeholder meetings focused on information sharing, solving critical issues, and attracting external funding to the SVCE community in support of EV infrastructure deployment.

GLOSSARY
Lights On Silicon Valley: Provide incentives for enrolling solar and battery systems in the SVCE grid services program.

Medical Battery Program: Pilot program to deploy ~50 portable batteries to qualified customers who rely on power for medical equipment.

Customer Resource Center (eHub): Online customer resource center and marketplace to enable engagement, education, and action related to clean electricity, EVs, and home electrification.

Mobility
Power Supply
Education & Outreach
Built Environment
SVBEST: Regular regional stakeholder convenings to coordinate program alignment across building decarbonization workstreams.

Tariffed On Bill (TOB) Financing: Equitable financing pilot program for electrification for low-moderate income residents focusing cost recovery through on-bill charges that are lower than bill savings.

GridShift EV Charging: Managed EV charging phone app that optimizes charging to reduce associated costs and emissions. Includes incentives for reducing grid peak demand.

Grid Integration
8 FY23 Q4
Item 2
Attachment 2
©

SILICONVALLEY
DPP Quarterly Report, FY23 Q4

CLEAN ENERGY
1 1. Outreach Events & Sponsorships
Date Sponsorship Location
12/1/2023 Leadership Sunnyvale, Special Districts Day
11 a.m. – noon
Presentation
LinkedIn
Sunnyvale
12/1/2023 Los Altos Holiday Tree Lighting and Trim-A-Tree 6:00 p.m. – 8:00 p.m.

Sponsorship
Veterans Community Plaza
Main St. & State St.

Los Altos, CA 94022
12/2/2023 Los Gatos Parade
11:00 a.m.

SVCE truck in parade
Downtown Los Gatos, Almendra Ave. at North Santa Cruz Ave.

Los Gatos, CA 95030
12/8/2023 Assemblymember Low Holiday Open House
4:00 p.m. – 7:00 p.m.

Tabling
Triton Museum of Art
1505 Warburton Ave.

Santa Clara, CA 95050
12/10/2023 4
th Annual Morgan Hill Holiday Posada
3:30 p.m. – 9:00 p.m.

Sponsorship
Morgan Hill Community and Cultural Center
17000 Monterey Highway
Morgan Hill, CA, 95037
Item 2
Attachment 3
ESCR Update, December 2023
2 1. Outreach Events & Sponsorships
Date Sponsorship Location
12/12/2023 Sunnyvale Library, "Electrify your Life" Series 7:00 p.m. - 8:00 p.m.

Presentation
Sunnyvale Public Library
665 W. Olive Ave
Sunnyvale, California 94086
Item 2
Attachment 3
ESCR Update, December 2023
3 Participation Rate
Overall Participation
Rate
Residential 96.29%

96.33%
Commercial 96.73%

2. Customer Participation
Item 2
Attachment 3
ESCR Update, December 2023

SILICON VALLEY

CLEAN ENERGY
4 November marked a milestone for the
FutureFit Homes rebate program with our
debut Spanish campaign on Univision.

Our ads aired on Univision TV channels as well
as on the Univision on-demand platforms.

In total, the ads have received over half a
million impressions with the Spanish-speaking
audience in our service area.

3. FutureFit Homes Spanish Ads
Item 2
Attachment 3
ESCR Update, December 2023
UniMAS
5 4. Education Fund
• First round of participants to be selected
Nov. 30 for the fall cohort.
• Final deadline for applications this school
year is Jan. 19, 2024
• Outreach
• PeachJar advertisements are live, now
visible on over 80 different virtual
school boards and newsletters
• Posting promotions to Nextdoor this
month
Pictured: City of Campbell reposting an
Education Fund social media advertisement
Item 2
Attachment 3
ESCR Update, December 2023
City of Campbell$
@CityofCampbell
Students kinder - community college, power your solutions to climate change with an Education Fund grant from @SVCIeanEnergy.

Receive up to S10K for your project, whether it’s a climate conference or a student art show.

Apply today at svcleanenergy.org/education-fund
9:30 AM •Nov 24, 2023 130 Views
6 5. SVCE Lightning at Holiday Events
In partnership with community members and organizations, the SVCE F-150 Lightning provided clean power at annual holiday celebrations.

Left: Powering the KMVT media van, a local media nonprofit that films and broadcasts the Los Altos Festival of Lights. Right: Towing and powering the City of Monte Sereno float and the Summit Sisters performance in the Los Gatos parade.

Item 2
Attachment 3
ESCR Update, December 2023
7 6. Press Releases & Media
Press Releases
• Monica Padilla Selected as Silicon Valley Clean Energy CEO, Press Release, 11-13-23 Media
• New festival presents offering of tradition, art, and wellness to South Bay, The Mercury News, 10-29-23
• Power Providers Want Geothermal, but Not Its Emissions, on Power Content Labels, California Energy Markets, 11-03-23 • Monica Padilla Selected as Silicon Valley Clean Energy CEO, American Public Power Association, 11-15-23
• Opinion: Santa Clara County leads locally on climate change, The Mercury News, 11-19-23
• Sunnyvale Community News: Bringing The Heat, The Mercury News, 11-19-23
Festival goers dance to the Latin music perform by Los
Amigos during the inaugural La Ofrenda Festival which
celebrates Dia de los Muertos in Gilroy, Calif., on
Saturday, Oct. 28, 2023. (Ray Chavez/Bay Area News
Group)
Item 2
Attachment 3
ESCR Update, December 2023
• Subtitle
New SV Clean Energy
PowerPoint Template
Item 2
Attachment 4
SVCE Leg/Reg Update, December 2023
December 13, 2023

SILICON VALLEY

CLEAN ENERGY
SVCE Legislative and
Regulatory Update
Item 2
Attachment 4
SVCE Leg/Reg Update, December 2023
CD Policy Updates
Regulatory Update:

1. Review of CPUC's Net Billing Tariff (NEM 3.0)
Decision

2. High DER Proceeding
Legislative Update:

1. SVCE Legislative Positions
2 Item 2
Attachment 4
SVCE Leg/Reg Update, December 2023
Regulatory
Update
Item 2
Attachment 4
SVCE Leg/Reg Update, December 2023
Key Regulatory Activities
Activity Purpose Status
Resource Adequacy
R.23-10-011
Order Instituting
Rulemaking to Oversee the
Resource Adequacy
Program, Consider Program
Reforms and Refinements,
and Establish Forward
Resource Adequacy
Procurement Obligations.

The CPUC has opened a new rulemaking to consider program refinements for the Resource Adequacy program. On November 8th parties filed comments suggesting priority areas for consideration. On November 23rd a pre-hearing conference was held to discuss priority items and the schedule.

Among other topics, CaICCA has requested the Commission focus on the implementation of the Slice of Day framework, updates to the Local RA Central Procurement Entity, and changes to the RA penalty structure. 2024 ERRA Forecast
A.23-05-012
Application of PG&E for
Adoption of Electric
Revenue Requirements and
Rates Associated with its
2024 Energy Resource
Recovery Account (ERRA)
The CPUC tentatively approved PG&E's proposed rates for 2024 in a Proposed Decision. PG&E will collect an outstanding balance over the first 6 months of the year, instead of averaged over the entire year for which CaICCA advocated. For January through June, the rates will be higher as PG&E collects that balance, then for July through December, the rates will drop lower. The end result is two different rates in 2024.
4 Item 2
Attachment 4
SVCE Leg/Reg Update, December 2023
Legislative
Update
5 Item 2
Attachment 4
SVCE Leg/Reg Update, December 2023
CD SVCE Positions
Status of the bills that SVCE has taken positions on
Bill Summary Legislative Platform
Policy
SVCE
Position
Bill Status
AB 625
(Aguiar-Curry)
Extends sunset date of the
BioMAT program
Competitive Equity Support Died -two-year bill
SB 488
(Alvarado-Gil)
Allows CCAs to participate in the
BioRAM program.

Competitive Equity Support Died -two-year bill
SB 410
(Becker)
Reporting, timelines, and
stakeholder group for
distribution-level interconnection.

Clean, Reliable Grid Support Signed into law
SB 527 (Min) Requires CPUC to establish a
Neighborhood Decarb Program.

Climate Mitigation/Fuel
Switching
Support Died -two-year bill
AB 593
(Haney)
Directs CEC to create a
statewide building decarb
strategy
Climate Mitigation/Fuel
Switching
Support Died -two-year bill
6 Item 2
Attachment 4
SVCE Leg/Reg Update, December 2023
(D SVCE Positions
Status of the bills that SVCE has taken positions on
Bill Summary Legislative
Platform Policy
SVCE Position Bill Status
AB 1393
(Garcia)
Governor’s energy reliability
proposal.

Competitive Equity Neutral Signed into law
7 •
•
•
•
•
•
•
•
•
•
•
Item 2
Attachment 4
SVCE Leg/Reg Update, December 2023
1 Key State Legislative Milestones
January 4—Legislature Reconvenes
February 17—Last day for bills to bo introduced
April 28—Last day for policy committees to vote on fiscal bills May 5—Last day for policy committees to vote on non fiscal bills May 19—Last day for fiscal committees to hoar bills introduced in that house Juno 2—Last day for each house to pass bills introduced in that house Juno 15—Budgetbill must pass by midnight
July 14—Last day for policy committees to vote on bills September 1—Last day for fiscal committees to vote on bills September 14—Last day for each house to pass bills
October 14—Last day for Governor to sign bills
8 SVCE Agenda Look Ahead
December 2023 - April 2024
December 2023 January 2024 February 2024 March 2024 April 2024 Board of Directors, January 10:

Consent:

Minutes
November 2023 Treasurer Report
Scheduling Coordinator Services Agreement
Battery Energy Storage System Optimization
Software Agreement
Receive SVCE Rate Schedules Effective Jan. 1,
2024
Approve Updates to Non-Standard Pricing Policy
Committee Reports
Regular Calendar:

Chair and Vice Chair Appointment
Executive Committee Membership Selection
Board of Directors, February 14:

Consent:

Minutes
December 2023 Treasurer Report
Update to Exhibits C and D of the SVCE JPA
Committee Reports
Regular Calendar:

Committee Selections - 2024
Preview of SVCE’s Load Management Standards
Compliance Plan
MRP/Gas Peaker Community Investment Policy
Board of Directors, March 13:

Consent:

Minutes
January 2024 Treasurer Report
Committee Reports
Regular Calendar:

Mid-Year Budget
Audited Financial Statements
Approve SVCE's Load Management
Standards Compliance Plan
Board of Directors, April 10:

Consent:

Minutes
February 2024 Treasurer Report
Committee Reports
Regular Calendar:

TBD
Executive Committee: CANCELLED Executive Committee, TBD (tentatively scheduled for Jan. 26):

Appointment of Committee Chair and Vice Chair
Establish regular meeting schedule
MRP/Gas Peaker Community Investment Policy
Introduction to SVCE's Load Management
Standards Compliance Plan Obligation
Executive Committee, TBD (tentatively
scheduled for Feb. 23):

Policy Review Status Update
Executive Committee, TBD (tentatively
scheduled for March 22):

TBD
Executive Committee, TBD (tentatively
scheduled for April 26):

TBD
12/4/23