• Subtitle
New SV Clean Energy
PowerPoint Template
Request the SVCE Executive Committee
Recommend the Board of Directors
Adopt the FY 24/25 Strategic Focus
Areas and Strategic Plan
Item 3
PRESENTATION
SILICON VALLEY
CLEAN ENERGY
Executive Committee Meeting
August 23, 2024
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Item 3
PRESENTATION
CD Overview
Review Fiscal Year 2024-25 Strategic Planning & Budget
process
Proposed Strategic Focus Areas (SFA)
Proposed Strategic Plan
Receive feedback
Next Steps
2 Item 3
PRESENTATION
Strategic Plan & Focus Areas
Reduce dependence on fossil fuels by providing carbon-free, affordable, and reliable electricity and innovative programs for the SVCE community
®®®®®®®®®
®®®®®®®®®®®®
3 Item 3
PRESENTATION
0 SVCE Planning & Budgeting Process
Budget
Organization-wide priorities and
alignment toward achieving the mission.
Helps set CEO & Board priorities.
Identifies funds needed to achieve
Strategic Focus Areas and Strategic Work
Plan
Comprehensive assessment of risks and
opportunities to optimally achieve mission and
helps direct strategic focus areas.
isk
nt
SVCE Mission: Reduce dependence on fossil fuels by
providing carbon-free, affordable, and reliable
electricity and innovative programs for the SVCE
community. REMAINS THE SAME!
4 Board Approved 5 Strategic Focus Areas
for FY 2024
SFA1 SFA2 SFA3 SFA4 SFA5
Item 3
PRESENTATION
Synergy & Overlap
Expand Clean &
Reliable Grid
Actions
Expand Customer
Base & Interaction
Accelerate Building
& Transportation 5
Electrification
Implement
Innovative
Financing Solutions
Attract & Retain
Employees
Explore 24x7 clean
energy delivery at
scale; evaluate
SVCE role in
enhancing
distribution and
transmission
reliability
Grow non-residential
customer base;
Expand Offerings &
emphasize
electrification to all
customers
Accelerate
deployment of
currently adopted
decarbonization
strategies and
goals; evaluate and
capitalize on
federal and state
funding
opportunities
Implement
innovative financing
solutions to
increase impact of
decarbonization
program offerings,
especially to lower-income customers
Be the Employer of
Choice, and
Increase Staffing;
Hire CEO
5 •
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•
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•
•
•
Item 3
PRESENTATION
Summary of changes to SFAs
SFA1: Expand Clean & Reliable Grid Actions
Keep and modify to focus on Pathways study (not just 24/7) and clean value proposition SFA2: Expand Customer Base Interaction
Keep and modify to focus on C/l decarbonization efforts SFA3: Accelerate Building Transportation and Electrification Keep and modify to focus on preparing for BAAQMD Rule implementation SFA4: Implement Innovative Financing Solutions
Drop, as much progress has been made and operationalized SFA5: Attract and Retain Employees
Keep and modify to focus on employee retention and establishing optimal workforce New SFA5: Affordability
Finalize language and key measures/goals in support of affordability as an SFA 6 Item 3
PRESENTATION
FY 2024 Proposed Strategic Focus Areas
SFA1
Expand
Affordability
Efforts
Expand rate-related
education,
legislative and
regulatory
advocacy, and rate¬
setting principles to
support all-electric
as the most
affordable and
competitive option
for customers.
SFA2
Expand Clean &
Reliable Grid
Actions
Develop a pathway
to 2030, 2035 and
2045 for clean
energy delivery at
scale; evaluate
SVCE product
offerings to ensure
the agency
provides customers
a sustainable
balance of clean,
reliable and
affordable energy.
Engage
commercial and
industrial
customers in
new/expanded
SVCE offerings,
including
electrification and
demand-side
management
programs, and
customized
generation
services.
Inform and prepare
for upcoming
requirements such
as BAAQMD and
CARB rules to
ensure they are
implemented
sensibly,
successfully and
equitably; continue
scaling SVCE
efforts.
SFA3 SFA4
Expand Offerings
to C/l Customers
Prepare Region
for Electrification
at Scale
SFA5
Attract & Retain
Employees
Be the Employer of
Choice and
maintain culture of
innovation,
collaboration, high
performance, and
passion for our
mission.
7 7
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Item 3
PRESENTATION
CD Strategic Plan Update
What's Changed from last year?
Strong ties to the Strategic Focus
Areas
Organized by Functional Area vs.
Department
Went from 25 goals in the FY 23/24
Strategic Plan down to 11
Measures included as information in
support of Goals, but may change
Key Documents - Plans, Policies & Reports - SVCE (svcleanenerqy.org) Item 3
PRESENTATION
CD Strategic Plan Update
#Goals
External Policy, Regulatory and Legislative Advocacy and Support Goal 1: Advance policies which support SVCE’s mission to reduce dependence on fossil fuels.
SVCE Strategy and Planning
Goal 2: Long-term, target for 100% clean energy annually by building a balanced portfolio with consideration for both affordability and reliability while exploring long-term pathways to clean power supply.
Goal 3: Create a long-term decarbonization plan that integrates supply and demand changes, opportunities, and challenges.
Power Procurement, Management and Operations
Goal 4: Acquire power supply resources in a cost-effective manner to meet legislative and regulatory obligations, Board directives and customer specific products.
Goal 5: Manage and optimize load and power resources to meet affordability, GHG reduction and reliability objectives. 9 Item 3
PRESENTATION
CD Strategic Plan Update
#Goals (cont.)
Financial Planning
Goal 6: Avoid failures in management of market risk, credit risk, liquidity risk, operational risks, and enterprise risks.
Goal 7: Maintain healthy financial position.
Program Development and Implementation
Goal 8: Support all SVCE communities to decarbonize through local investments that reduce barriers and demonstrate sensible, scalable, and equitable solutions.
Customer Service and Community Relations
Goal 9: Engage customers and community stakeholders to build trust of SVCE and advance decarbonization.
Human Resources, Business Processes, Information Technology, Systems and Data Governance Goal 10: Implement industry best practices to enable data-driven decision making across the organization; enhance systems, standards and procedures to streamline business processes and improve operational effectiveness and reliability (aka SVCE 3.0).
Goal 11: Hire, retain and develop high-performing talent via competitive benefits and rewarding work culture. 10 Feb-May
Review current SFAs
New Opportunities &
Threats
Propose changes to SFAs
May-Aug
Introduce Strategic Plan,
SFAs & Budget and
receive Fin Com, EC and
Board input
September
Board Approval
of Budget &
Strategic Focus
Areas
October
Implement new
Strategic Plan
and Budget
FY 24-25 Strategic Plan & Budget Process
Item 3
PRESENTATION
Item 3
PRESENTATION
(2) Request
Staff requests that the Executive Committee recommend Board approval of the proposed FY 2024-25 Strategic Focus Areas and Strategic Plan.
12 Item 3
PRESENTATION
Thank you
13 Item 3
PRESENTATION
CD Focus on Strategic Focus Areas
S Scan the Landscape
• New Threats/Risks/Challenges
• Opportunities
• New priorities -Board, customer or staff directed
Review and Reflect on Existing SFAs
• Progress on achieving -is it now operational?
• Priority - top 5 item to focus on for next 12 months? • Is the SFA unachievable or beyond our scope?
• Staff input-done
• Executive Committee initial input-done
• Board input-done
Propose modifications, deletions and/or new SFAs
• Existing
• New I4
1 • Subtitle
New SV Clean Energy
PowerPoint Template
Expanded Education
Fund
Juli Miller, Community Outreach Fellow
August 23, 2024
Item 4
PRESENTATION
2 Executive Committee Request
1. Recommend the SVCE Board of Directors approve the Expanded Education Fund for FY24/25 in an amount of $100,000.
2. Staff also seeks the Executive Committee’s input on a new community college partnership pilot program.
Item 4
PRESENTATION
3 Presentation Outline
• Background on existing education initiatives
• Review new/expanded education programs
• Questions and Discussion
Item 4
PRESENTATION
4 Engaging with Students & Schools
Investing in student education helps us engage our community and deliver on our mission.
2019
The Education Fund
launches to offer
climate engagement
opportunities for
students
2023 2024
Education
Landscape Analysis
helps identify a role
for SVCE among a
growing number of
players.
Increasing number of
requests for support
from educators and
non-profits to expand
programming.
Item 4
PRESENTATION
5 Success Snapshot – Education Fund
38 teams funded
9 different cities
$300,000+ in grants
5 organizations launched
Item 4
PRESENTATION
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6 Education Landscape Analysis explored
existing Santa Clara County programs
Students Organizations &
Educators
Existing
Education Fund
EmPowerSV
scholarship
competition
SCC Youth
Climate
Initiative
Santa Clara
County Office of
Education
Summit
Various non-profit
programs
Item 4
PRESENTATION
7 Proposed Educational Opportunities
Students Organizations &
Educators
Existing
Education Fund
EmPowerSV
scholarship
competition
SCC Youth
Climate
Initiative
Engagement
of community
colleges
Enhancement of
education non-profits
Gaps
Santa Clara
County Office of
Education
Summit
Item 4
PRESENTATION
8 Expanded Education Fund
Offer competitive grants to non-profits
working with schools to expand reach in SVCE
service area schools, and enhance
climate/clean energy curriculum.
Item 4
PRESENTATION
9 Expanded Education Fund
Engage existing non-profits with programs that enhance early workforce development and expand access to curriculum and field trips.
Program Funded Groups What Target Audience
Education Fund Student groups +
faculty advisor Student-led projects
K – college
prioritizing
underrepresented
communities and Title
1 schools Expanded
Education Fund
Environmental
education non-profits
Energy
education & early
workforce
development
Item 4
PRESENTATION
10 Potential Impact Areas & Budget
Expected budget of $100K, estimating $20K per non-profit Energy research
speaker series for high
schoolers
Local workshops and
summer camps to
learn energy concepts
Middle school science
curriculum on the
foundations of energy
Item 4
PRESENTATION
Early Workforce
Development
Community
Workshops
Curriculum &
Educator Training
11 Community College Partnership
SVCE staff to serve as mentors and speakers
with local community colleges and inspire
future clean energy careers.
Item 4
PRESENTATION
12 Workforce development opportunity with local
colleges
Engage college students to explore clean energy careers Colleges
Colleges
Item 4
PRESENTATION
Middle High College Graduates
Education Fund
Nonprofit Groups
Fellows
Externs
w
Gavilan
College
WestValley
College
D DeAnza
College
MISSION
COLLEGE
13 Community College Partnerships
Mentorship Speaker Series Ambassadors
Goal To expose students to diverse energy careers
To promote SVCE programs
and education initiatives to
student peers
Staff
Responsibility
30-60 min of email/Zoom
support every other month
15-30 minute
presentation every other
month
Marcomm team will
support training
SVCE Involvement
Item 4
PRESENTATION
14 Next Steps for Expanded Education Fund
Program timelines will vary depending on the type of engagement, and may last through the following school year.
Item 4
PRESENTATION
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15 Recommendation
1. Recommend the SVCE Board of Directors approve the Expanded Education Fund for FY24/25 in an amount of $100,000.
Staff also seeks the Executive Committee’s input on a new community college partnership pilot program.
Item 4
PRESENTATION
16 Questions
Item 4
PRESENTATION
1 • Subtitle
New SV Clean Energy
PowerPoint Template
Introduction to 2024
Member Agency
Grants
Item 5
PRESENTATION
SILICON VALLEY
CLEAN ENERGY
2 Purpose of Presentation
A. Introduction of new grant programs:
1) Noncompetitive grants for Member Agencies
2) Competitive grants for Member Agencies
Item 5
PRESENTATION
3 Member Agency Grant History
1. 2020 Community Resilience Grant Program, $5M
• Non-competitive grants for Member Agencies
• Scheduled to conclude 12/2024
2. 2022 Decarb Engagement & Demonstration Grant, $3.6M
• Competitive grants for Member Agencies and schools
• Scheduled to conclude 12/2024
3. 2024 Round of Grants, $10M
• Noncompetitive grants for Member Agencies
• Competitive grants for Member Agencies
• Competitive grants for community groups like schools, religious orgs, non-profits Item 5
PRESENTATION
4 Allocation Breakdown
The $10M will be divided into three programs:
$10M Allocation
$3.5M for
schools,
religious orgs,
and non-profits
$3.5M for
competitive
member
agency
grants
$6.5M Member Agency
Grants
• Dedicated agency grants
for electrification,
resilience, or community
engagement projects
• Agencies will receive
noncompetitive funds and
will have to opportunity
to pursue additional
funding
$3.5M Competitive
Community Grants
• Grants will fund
electrification and
resilience projects for key
community orgs that may
not have the capacity to
fund projects alone
• 2025 launch
$3M for
noncompetitive
member agency
grants
Item 5
PRESENTATION
5 Noncompetitive
Member Agency
Grants
Item 5
PRESENTATION
6 Noncompetitive Grants Funding Allocation
Cupertino used its Community
Resilience Grant to purchase off-grid
EV chargers
$3M Allocated
Each agency will
receive base
amount of $100K
Remaining amount
will be divided
based on the
agency’s percentage
of SVCE load
Item 5
PRESENTATION
7 Noncompetitive – Example Projects
Municipal Decarb & Resilience and/or Engagement Projects:
• Fleet Electrification (e.g., convert to electric fleet vehicles, install L2 charging or DCFC charging)
• Facility Electrification (e.g., remove gas infrastructure and replace space/water/pool heating with heat pumps, kitchen electrification)
• Facility & Fleet Resilience (e.g., solar + battery storage, battery added to existing solar, off-grid EV chargers) • Decarb Demonstration (any of the above examples combined with an educational component at a community site)
• Community Engagement (e.g., Community Needs Assessment, resilience hub tours, electric home tours, induction cooktop campaigns)
Item 5
PRESENTATION
8 Competitive
Member Agency
Item 5
PRESENTATION
9 Competitive Grants Overview
Applications will be solicited through a competitive RFP process. Funding for two tracks:
• Demonstration: Investments in community buildings and EVI electrification with a mandatory engagement plan to educate the public. Projects must demonstrate carbon emission reductions, replicability, and can incorporate resilience features if desired. • Engagement: Projects and campaigns that educate the community on building and EVI electrification in innovative ways.
Will require a community engagement plan for both tracks detailing how the project will educate and deploy decarb value to the public.
Item 5
PRESENTATION
10 Competitive Member Agency Grants Funding Allocation
$3.5M
$500K for
Engagement
$3M for
Demo
Estimated Goal of Projects to Fund
• Demonstration:
• Amount $3M
• Range of $500K - $1M
• 3-6 projects
• Engagement:
• Amount $500K
• Range of $50,000 - $100,000
• 5-8 projects
Member agencies can stack with noncompetitive
grants. Depending on the applicant pool, additional
funds are not guaranteed.
Item 5
PRESENTATION
11 Decarb Demonstration Example Projects
Electric Vehicles & EVI Building Electrification Building + EVI Energy Resilience (optional)
Electric vehicles for community
use (public rideshares, school
buses, shuttle services)
Removal of gas infrastructure and
replacement with electric equipment at a
public site (heat pump water heater or
heating ventilation & air conditioning)
Installation of solar and battery storage on
a building to function as a resilience center
Public EV chargers (L2 or DCFC) Kitchen electrification Installation of battery storage to existing solar on a building to function as a
resilience center
Electrifying a centralized heating system
that serves multiple buildings at a site
Mobile off-grid EV chargers for emergency
charging situations
All-electric tiny homes for unhoused
residents
Not an exhaustive list, SVCE will consider projects that align with our mission, reduce emissions, and engage the community. Applicants will be able to select multiple measures.
Item 5
PRESENTATION
12 Ideal Sites for Decarb Demo Projects
Sites must be open to or regularly visited by the
general public. Example ideal sites include:
• Community or Senior Center
• Library
• Town/ City Hall
• Recreational Center
• Parks
Item 5
PRESENTATION
13 Eligible Engagement Projects
• In-person education events that engage
multilingual residents, renters, and/or other
populations on the benefits of electrification
• EV Ride & Drive
• Cool Block Program
• Induction cooktop campaign, funds can be used
for equipment and celeb chef partnership
• Electric bookmobile featuring resources on how
to electrify your life and info on climate change
• Art installation and/or murals on climate change
and electrification
Mountain View awarded a $70K engagement grant from SVCE to conduct a building electrification campaign for multilingual residents, renters, and MF properties.
Item 5
PRESENTATION
Electrify Mountain View Mountain View
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1. Level of decarbonization value, replicability, and potential decarbonization value at scale
2. Quality of community engagement and education plan,
and community impact
3. Quality of project implementation plan (project
management of construction)
4. Diversity and creativity of approaches to engage the public across SVCE territory and/or larger region
5. History of grants awarded and success of project execution and ability to stay within budget and timeline
Sunnyvale School District used its
$500K grant to install HPWHs
Item 5
PRESENTATION
15 September – October November - 2025
Anticipated release of
competitive community
grants in Spring 2025
Select Competitive Member
Agency Grant projects in
May 2025
Deadline to submit Member
Agency Noncompetitive
grant Dec 2025
December 2023
SVCE launches Member
Agency Grants
Hold informational
webinar on Competitive
Member Agency Grants
February 2024 – August
SVCE Board of
Directors approved
$10M for grants
Solicited Member
Agency feedback
Staff held program
design sessions
Timeline of Activities
Item 5
PRESENTATION
16 Thank you!
Item 5
PRESENTATION
17 Appendix
Item 5
PRESENTATION
18 Noncompetitive Grants Funding Allocation
Will divide funding by $100K base per agency + (agency percentage of load x $1.7M) Agency % of SVCE Load Total Allocation
Campbell 5% $177,644
Cupertino 5% $186,769
Gilroy 6% $196,717
Los Altos 3% $149,093
Los Altos Hills 1% $117,275
Los Gatos 4% $173,184
Milpitas 16% $372,233
Monte Sereno 0% $106,521
Morgan Hill 5% $186,529
Mountain View 14% $341,460
Saratoga 3% $146,076
Sunnyvale 29% $594,923
Unincorporated County 9% $251,577
Total 100% $3,000,000
Item 5
PRESENTATION
• Subtitle
New SV Clean Energy
PowerPoint Template
Item 6
PRESENTATION
Multifamily Retrofits
SILICON VALLEY
CLEAN ENERGY
August 23, 2024
Executive Committee Meeting
Leanna Huynh,Senior Programs Specialist
•
•
•
•
Item 6
PRESENTATION
Multifamily Retrofits is a no-cost, full-service
program
Who is this for?
Existing deed-restricted affordable multifamily properties (5+ units)
What's our budget?
$12.5M I 5 years
What are our goals?
300 -1,000 all-electric dwelling units
55 electric vehicle charging ports
What are our objectives?
Property owners: Easy installation option for building
& transportation electrification
Tenants: Healthy, all-electric housing with
lower energy costs
Item 6
PRESENTATION
What have we accomplished and what’s next?
We are here
Dec 2023 Mar 2024 1 May- Aug 2024
'
Sep - Dec 2024 2025
BOD approval of
contract
Contract executed
Host stakeholder
focus groups
Complete program
design
i
i
i
i
i
i
i
i
i
\
i
Soft launch
program
i
Select 1-2
properties as
“beta” projects
Site evaluations
Develop scopes
of work
Permitting &
installations
Gain early
learnings
Hard launch
program
3 Item 6
PRESENTATION
Hosted 2 virtual calls with over 30 participants before program launch Stakeholder focus groups informed program design
Program Elements
Partner with CBOs and refine program
messaging
Explore providing operations and maintenance
services
Work with Housing Authority to understand
and explore changes to utility allowances
4 •
•
•
Item 6
PRESENTATION
Soft-launched on
May 31!
Direct outreach to
property owners
6 properties interested
Gain early learnings &
continuously improve
Data Source: Only includes multifamily properties funded through the Low Income Housing Tax Credit (LIHTC).
City # Low
Income Units
#
Properties
Campbell 565 5
Cupertino 65 2
Gilroy 1,770 23
Los Gatos 222 3
Milpitas 550 5
Morgan Hill 1,576 25
Mountain View 1,434 17
Saratoga 148 1
Sunnyvale 1,299 14
Total 7,629 95
Item 6
PRESENTATION
Potential properties to engage and electrify
Number of Affordable
Housing Units
SEVI Quartiles
1 2
3 4
Insufficient Data
• 19-50
• 50-100
•100 - 150
•150 - 200
O 200 - 250
6 Item 6
PRESENTATION
Questions?
7