• Subtitle
New SV Clean Energy
PowerPoint Template
Item 3
PRESENTATION
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Item 3
PRESENTATION
fr) Improving ‘Demand Flexibility* enables better alignment of demand with supply - and supports SVCE’s mission.
Purpose of today’s presentation:
Clean
Affordable Reliable
Review needs, goals and opportunities for Demand
Flexibility in SVCE’s service area
Review scope and contracting approach for:
Demand flex services, including new Distributed
Energy Resource Management (DERMS) platform
Complex topic -to be presented to BOD in May
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Item 3
PRESENTATION
Value of Demand Flex: "Energy Duck Curve"
Opportunity Statement
Devices in SVCE Service territory can shift usage
to cleaner, lower-cost (sunny) hours within the day.
"Demand Shift" Benefits:
Savings opportunities for participating customers
Savings on energy and capacity costs for SVCE
W n
Grid Energy Costs:
Daily: Prices are lowest during the sunny hours,
and highest in the evening
Seasonal: negative prices common during spring
solar hours, $1000+/MWh is possible during hot
summer heat events
CAISO Wholesale Energy Prices - 4/14/2025
ISO 0 LMP o Open in Chart Builder ->
al Marginal Price - CAISO Q Apr 14, 2025 us/Pacific 4 > ± ~$58/MWh at 7pm
~$10/MWh at 2pm-***^r
Day Ahead Real Time
3 •
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Year
CPUC
Capacity Market
Price Benchmarks
($/kW-month)
2019 $2.77
2020 $5.20
2021 $7.33
2022 $8.11
2023 $14.37
2024 $26.26
2025
(Forecast) $40.31
Item 3
PRESENTATION
MW
Value of Demand Flex: Reliability
Capacity Obligations (Example)
Grid capacity obligations:
Reliability obligation is highest in evening hours, Jul-Sept Reliability obligation is lower during sunny hours, and overnight Shifting obligations out of the evening peak hours can create savings on Capacity procurement costs 4 •
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Item 3
PRESENTATION
As the clean energy transition progresses, needs and
opportunities for Demand Flexibility are expanding.
Past ... Now and Future ...
>
Q
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2 (/)
E
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co
E
Q
Fossil-based
Predictable capacity
Seasonal price volatility
Mixed fuel
Flat/declining load
Dumb on/off appliances
Manual load reduction
during extreme peak
events
Renewable
Variable capacity
Daily price volatility
All-electric
70%+ load growth
Connected/flexible loads
Dynamic rates
Automated control &
optimization
5 Item 3
PRESENTATION
Cost,
cents/kWh
How can customers be encouraged to ‘flex’ demand
from higher to lower-cost hours?
Time-Variant
Electric Rates
Time of Use (TOU)
Day-Ahead Hourly (RTP)
Hour
Daily Load Modification
Incentive Programs
10kWh
Event-Based Load Reduction
Incentive Programs
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Item 3
PRESENTATION
Smart devices and clear market signals are essential for demand flexibility and achieving beneficial load shift.
Demand Flex Approach Example Application SVCE Experience Rates: Time of Use (TOU) EV charging mobile app controls charging, begins when customer’s TOU rate is lowest, e.g., 11 pm
90+% of customers on TOU
E-ELEC pilots
Day-Ahead Hourly (RTP) Commercial irrigation pump controllers receive RTP rates, run in hours when electricity is lowest-cost
‘Hourly Flex Pricing’ pilots
GridShift EV Charging Pilot
Daily Load Modification
Program (LM)
Customers enroll their batteries in a Load Mod
program, receive payments for automated discharge
during scheduled peak hours each day
SunRun solar + storage pilot
Load Mod capacity value
offsets SVCE RA obligation
Event-Based Demand Response
Program (DR)
Residential customers enroll thermostats in a Demand
Response program, paid for automated 2-3 degree set
point increase during grid emergencies
SVCE has not run a DR program
SVCE has purchased RA from
DR ‘market aggregators’
7 Item 3
PRESENTATION
California aims to double load-shift by 2030, especially through expanded ‘load modifying’ approaches.
Demand
Flexibility
Approach
Example 2022
CA
Estimate
2030
CA
Goal
Illustrative
SVCE 2030
Pro-Rata Share
Daily
Load Modification
Rates: Time of Use (TOU)
Day-Ahead Hourly (RTP)
~1,000 MW 3,000 MW
(x3 2022)
~60 MW
Load Management Programs
Event-Based
Load Reduction
Demand Response Programs
Emergency Back-up Generation
~2,000 MW 4,000 MW
(x2 2022)
~75 MW
~3,000 MW 7,000 MW ~135 MW
8 Current and Projected Deployed Devices, and Projected Demand Flexibility Potential in SVCE Service Area* Item 3
PRESENTATION
Total 49 MW 111 MW 102 MW 217 MW
There is significant potential for demand flexibility and beneficial load shift in SVCE’s service area.
Device/Technology
2025 2030
Estimated
Number of
Devices
Low estimate
Deployed
Demand Flex
Potential
(demand/ MW)
High estimate
Deployed
Demand Flex
potential
(demand/ MW)
Projected
Number of
Devices
Low projection
Deployed
Demand Flex
Potential
(demand/ MW)
High projection
Deployed
Demand Flex
potential
(demand/ MW)
Electric Vehicles
(managed charging) 60,000 22 42 160,000 60 112
Battery Storage
(residential) 7,000 10 35 10,000 15 50
HPWH
(residential) 10,000 2 4 30,000 6 12
SCTs/HVAC
(residential) 60,000 10 20 80,000 13 26
Bldg Mgt Systems
(Non-res Load Mgt) 300 5 10 500 8 17
*2030 device projections are speculative, reflective of current device adoption trends; industrial loads and back-up generation not included in this table. 9 •
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Item 3
PRESENTATION
In late 2024, SVCE issued an RFP to identify teaming
partner(s) for SVCE’s Demand Flexibility efforts.
Goal: Enable SVCE to provide all customers with the ability to earn savings by easily, automatically and comfortably flexing their electricity use daily contribute to a reliable and clean grid
generate operational value for SVCE
Two parts:
Part 1: provide 5MW of existing demand flex capacity by 2026 Part 2: enroll 25MW of new demand flex capacity by 2030 Teamed with Peninsula Clean Energy; 17 proposals received Currently contracting with two service providers
10 Item 3
PRESENTATION
Demand Flex 2030 Vendor Scope and Load Shift Goals
Smart-Control Thermostats / BDR
EV Charging
Heat Pump Water Heaters / HVAC
Battery Storage
Commercial / Industrial Buildings
15 MW 70 - 90 MW
Event-Based Load Shift
Demand Response (DR)
Daily Load Shift
Load Modification (LM)
11 SVCE DERMS
Platform
Customers
• Communication to devices and providers
• M&V, settlement
• Centralized project tracking
OEMs
Aggregators
Residential
C&I
• Dispatch instruction
• Incentive/Settlement
Enrollment Data
• Dispatch devices
• Data collection and measurement
• Program development
• Customer recruitment
• Dispatch devices
• Dispatch Signals
• Integrations and data
• M&V
Item 3
PRESENTATION
QrJ
A DERMS provides control signals to customers* devices, to shift load, and tracks results.
Role of a Distributed Energy Resource Management System (DERMS) 12 •
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Item 3
PRESENTATION
- RFP
PART
2 -
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RFP
PART
1-
Next steps: near-term SVCE demand flex priorities,
programs, and contracting efforts.
Planned Timeline
1H 2025 Contract for existing market-integrated capacity from SCT/behavioral demand response customers for 2026-2030
1H, 2H 2025 Contract for SVCE DERMS platform [May 2025], implement DERMS 2H 2025 Contract for Load Modifying capacity from existing local battery customers for 2027-2030 2H 2025 SVCE ‘On Ramp’ program(s) for equipment funded by current/past SVCE decarb programs 2H 2025 ‘Bring your own device’ program for new energy storage 1H 2026 ‘Bring your own device’ program for new SCT, and registration campaign for existing 2H 2026 C&l demand response / load modification program ongoing EV managed charging, PG&E hourly flex pricing pilot support, TOU super off-peak pilot 13 Item 3
PRESENTATION
• Subtitle
New SV Clean Energy
PowerPoint Template
New SVCE Residential Rates:
Executive Committee
4/22/2025
Item 4
PRESENTATION
SILICON VALLEY
CLEAN ENERGY
Overview • Review staff
recommendation to
close E-ELEC 1.0
and launch E-ELEC
2.0 (Discussion)
• Preview New
Residential EV Rate
(Informational)
2 Item 4
PRESENTATION
M'SSILICON VALLEY <3/ CLEAN ENERGY
Today’s Recommendations
We’ve learned enough from the 1.0 pilot to inform
new rates better designed to achieve our goals.
New, opt-in rate pilot program for customers with
heat pumps to increase post-electrification savings.
1) Close E-ELEC
1.0 rate
2) Adopt
E-ELEC 2.0 pilot
3 Item 4
PRESENTATION
4 Time-of-Use (TOU) plays an important role
in leveraging load shift potential
SVCE Effort Question We’re Answering
RTP Pilot How can SVCE integrate with PG&E’s billing
system?
VPP / DERs How can automated response to dynamic
price signals impact customer bills?
E-ELEC 2.0 & New EV Rate How can price signals influence customer behavior? Can we improve TOU rates?
Item 4
PRESENTATION
5 Background
Grid emissions
are lowest
during daytime
hours, and
higher in the
evening and
overnight.
Current Time-of-Use (TOU)
electricity rates
don’t reflect
this.
0 1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
$0.00
$0.05
$0.10
$0.15
$0.20
$0.25
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Grid Emissions (MTCO2/hr)
Generation Cost ($/kWh)
Time-of-Use Rates vs CAISO Grid Emissions
EV-2 Rate CAISO Grid Emissions
OFF-PEAK PART-PEAK PEAK PART-PEAK
1 AM 12 AM
Item 4
PRESENTATION
Title of the
Page
E-ELEC 1.0
LEARNINGS
Item 4
PRESENTATION
7 What is the E-ELEC Rate Pilot?
SVCE launched the E-ELEC 1.0 rate pilot to test rate-driven load-shifting. $0.00
$0.05
$0.10
$0.15
$0.20
$0.25
$0.30
$0.35
OFF PEAK PARTIAL PEAK PEAK PARTIAL PEAK
SVCE Summer Generation Rates ($/kWh)
1 AM Default E-ELEC E-ELEC 1.0 12 AM
30% Off-Peak
discount
10% Peak cost
increase
Item 4
PRESENTATION
E-ELEC 1.0: Key Stats
$8.0M
Remaining budget
(85% of original $9.5M)
5,300
Customers enrolled
Avg. $15/month
Customer bill savings
Item 4
PRESENTATION
Illi
Lessons learned from E-ELEC 1.0 Pilot
LEARNINGS
Customers saved money!
Primary enrollment device is EVs
Improved TOU price signals
Hard to correlate behavior change
Auto-enrollment meant awareness
is lower
GOALS
Reduce customer bill impacts for home
electrification
Incentivize load shifting
Item 4
PRESENTATION
Title of the
Page
THE FUTURE:
E-ELEC 2.0
Item 4
PRESENTATION
Adjusting rate design to achieve our goals
E-ELEC 2.0 DESIGN CHANGES
Require heat pump space and water heating to
qualify
Introduce a new Time-of-Use (TOU) period that
better aligns with grid emissions, helping
reduce system-wide costs for all customers
SVCE to control rate enrollment, creating a
dialogue with customers from day one
Include ongoing M&V to capture learnings and
steer towards a scalable version of this rate
E-ELEC 1.0 GOALS
Reduce customer bill impacts of home
electrification
Incentivize load shifting
Influence customer behavior to boost
savings
Support home electrification at scale
Item 4
PRESENTATION
12 Guaranteed savings which can be increased
$0.00
$0.05
$0.10
$0.15
$0.20
$0.25
$0.30
OFF PEAK SUPER OFF PEAK PARTIAL PEAK PEAK PARTIAL PEAK OFF PEAK Summer SVCE Generation Rates ($/kWh)
Default E-ELEC E-ELEC 2.0
1 AM 12 AM
Reduces cost of
heat pump HVAC
Supports lower
income customers
with less flexible
load
Incentivizes load
shifting to cleanest,
cheapest hours
Item 4
PRESENTATION
Title of the
Page
Item 4
PRESENTATION
Meet Sue
• Sue installs heat pump
space and water heaters
• Signs up for default E-ELEC
• With her busy lifestyle, she
does not change energy
use behaviors
Sue saves
$250/yr
$$$$
Meet Liz
•Liz installs heat pump
space and water heaters
•Signs up for the E-ELEC 2.0
pilot program
•Liz makes minor changes
to her household’s energy
use behaviors
Liz saves
$450/yr
y? y? yC y? CpCpCp CpCpCp
Meet Jo
•Jo installs heat pump
space and water heaters
•Signs up for the E-ELEC 2.0
pilot program
•Jo maximizes savings by
shifting usage to daytime
hours and leveraging smart
tech
Jo saves up to
$650/yr
E-ELEC 2.0 pilot program budget: $3.5M
Budget will provide:
• Customer Discounts
• Administration
• Billing Setup & Support
• Contingency
• Measurement & Verification
Release remaining $4.5M to support
other decarb efforts
Benefits:
• Enroll up to 5,000 customers
over 5 years (through 2031)
• $2.5M in direct customer bill
savings
• Integrate into existing SVCE
electrification programs
• Inform future SVCE rate design
Item 4
PRESENTATION
Staff Request for May BOD Meeting
The Executive Committee recommend to the Board to end the current E-ELEC 1.0 Rate Pilot Program effective July 1, 2025. End The Executive Committee recommend to the Board to adopt the E-ELEC 2.0 Rate Pilot Program with a budget of $3.5M. Adopt Item 4
PRESENTATION
Title of the
Page
NEW EV RATE DESIGN
INFORMATIONAL
Item 4
PRESENTATION
17 EV charging is the most impactful flexible load
EV RATE DESIGN
Open to all EV owners – clear customer
demand/interest
Validate improved Time-of-Use (TOU) structure
that better aligns with grid emissions,
informing future SVCE residential rates
Aligns with ongoing SVCE efforts to automate
and manage EV charging
Include ongoing M&V to be able to clearly
convey savings from rate and customer actions;
capture learnings
NEW EV RATE GOALS
Reduce customer bill impacts for EV
charging at home
Incentivize load shifting
Item 4
PRESENTATION
18 Sending a clear message: “Charge during
the day and save money”
$0.00
$0.05
$0.10
$0.15
$0.20
$0.25
OFF PEAK SUPER OFF PEAK PARTIAL PEAK PEAK PARTIAL PEAK OFF PEAK SVCE Summer Generation Rates ($/kWh)
EV-2A New EV Rate
1 AM 12 AM
Slight increase to
incentivize
behavior change
Discount concentrated
on hours of cheapest,
cleanest energy
Item 4
PRESENTATION
19 Title of the
Page
Item 4
PRESENTATION
Meet Sal
• Sal drives an EV
•Signs up for New EV Rate
• Sal makes no changes and
continues to charge only
overnight
$$$$
Meet Leo
• Leo drives an EV
• Signs up for New EV Rate
•Leo charges between 9a-3p
once out of every 4 times
they charge
$$$$$$
Meet Jack
•Jack drives an EV
•Signs up for New EV Rate
•Jack charges between 9a-3p at least half the time he
charges
Sal loses
$45/yr
Leo saves
$55/yr
Jack saves
$160- 325/yr
20 • 2/3 of customers surveyed
work from home
• Over half of those customers
reported being home 4 days
a week or more
• Based on survey results from
800+ SVCE customers, 1/3 of
which are EV owners
How many people are home to take
advantage of cheaper daytime hours?
Hint: more than you may think!
“How many days per week do you work from home
on average?”
Item 4
PRESENTATION
1 day 2 days 3 days 4 days 5 days 6 days 7 days
21 Who would this new EV rate be for?
Target Demographic:
EV owners (renters and homeowners)
Mixed-fuel, partially electric, or all-electric homes
Willing and able to shift at least 10% of charging to daytime hours Homes with solar (may see bill increases)
Homes with solar + storage
Item 4
PRESENTATION
22 Timeline & Next Steps
May Seek Board approval to end E-ELEC 1.0 and adopt E-ELEC 2.0 June - July Continue developing New SVCE EV Rate
Bring New EV Rate to Executive Committee for review and discussion August
September Bring New SVCE EV Rate to Board for adoption
Item 4
PRESENTATION
23 APPENDIX
Item 4
PRESENTATION
Proposal: replace current E-ELEC rate pilot
with a default rate and updated pilot design
SVCE E-ELEC
(Current)
E-ELEC
(default)
E-ELEC 2.0
Rate Pilot
Winter
Super-Off-Peak 9a-3p -30% -4% -60%
Off-Peak 12-9a -30% -4% -30%
Partial-Peak 3-4p & 9p-12a 0% -4% -10%
Peak 4-9p +10% -4% -10%
Summer
Super-Off-Peak 9a-3p -30% -4% -60%
Off-Peak 12-9a -30% -4% -30%
Partial-Peak 3-4p & 9p-12a 0% -4% -10%
Peak 4-9p +10% -4% -10%
Note: Negative means “cheaper than PG&E”, positive means “more expensive”.
Item 4
PRESENTATION
Comparing total bundled rates($/kWh) puts
these designs into perspective
SVCE E-ELEC
(Current) E-ELEC E-ELECAll-Electric
Winter
Super-Off-Peak 9a-3p $0.31 $0.34 $0.28
Off-Peak 12-9a $0.31 $0.34 $0.31
Partial-Peak 3-4p & 9p-12a $0.35 $0.35 $0.34
Peak 4-9p $0.39 $0.37 $0.36
Summer
Super-Off-Peak 9a-3p $0.34 $0.38 $0.30
Off-Peak 12-9a $0.34 $0.38 $0.34
Partial-Peak 3-4p & 9p-12a $0.45 $0.44 $0.43
Peak 4-9p $0.64 $0.60 $0.58
Item 4
PRESENTATION
• Subtitle
New SV Clean Energy
PowerPoint Template
Item 5
PRESENTATION
Item 5
PRESENTATION
CD Purpose of Presentation & Agenda
Request:
For the Executive Committee to recommend that the Board approve a preliminary real time pricing rate structure.
Agenda:
1. Background on LMS requirement
2. RTP rate structure
3. Role of subscription component
4. Staff recommendation
2 •
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Item 5
PRESENTATION
LMS compliance requires a real time pricing (RTP) rate or program option for customers in 2027 Background - Load Management Standards (LMS)
LMS Compliance Milestones:
^^3/13/2024 11/13/2024 I 7/1/2025
•
7/1/2027
LMS Compliance
Plan Filed
Hourly Flex Pricing Seek Board Approval
(HFP) Pilots Approved of Future RTP Rate
Make RTP Rate
Available
Today’s Ask:
This is a regulatory compliance action, allowing SVCE to meet Load Management Standards requirements for a RTP offering
Staff will bring an implementation recommendation to the Board with final details and costs prior to 2027
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Item 5
PRESENTATION
SVCE is learning about
customer response to
hourly signals:
HFP pilots
Same model as proposed rate structure
discussed today
ChargeWise
Just the hourly price signal, automated
Seeking approval from Board for RTP rate
SVCE can seek approval of RTP offered by
PG&E
Staff will present updates to Board prior to
offering to customers based on:
Learnings from ongoing pilots
Regulatory changes between now and 2027
SILICON VALLEY <3/ CLEAN ENERGY 4
Item 5
PRESENTATION
RTP rate structure is intended to better align prices
with grid costs
Proposed PG&E Rate Structure
RTP means hourly (or shorter) time
intervals with price made up of:
1. Generation* (SVCE’s
only portion of RTP)
2. Distribution
3. Transmission
Cost to procure one
additional MWh of
energy at that time
Cost to procure one
+ additional MW of peak
capacity at that time
* SVCE will be able to customize. Level of customization will be explored in coming year and depends on PG&E
billing system capabilities and learnings from RTP pilots. 5 •
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PG&E subscription proposal is similar to HFP pilot.
Item 5
PRESENTATION
Usage
(kWh)
Subscription Design to Protect Customers
Time (hour)
Subscribed Actual
Protects customer from bill
volatility by using a
“subscription” model.
(Good!)
Using the subscription
model, the customer pays
for their usage at their
TOU rate, +/- the
difference between their
usage and historical load
at the RTP price.
6 •
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Item 5
PRESENTATION
O Staff Recommendation
Have Executive Committee recommend that the Board
Approve preliminary RTP rate, based on PG&E’s rate proposal at the May 14 BOD meeting
Expectation that rate will be updated by staff based on learnings from ongoing pilots, regulatory changes
Staff will bring an update and implementation recommendation to the Board with final details and costs prior to 2027.
Item 5
PRESENTATION
Item 5
PRESENTATION
Current Real Time Pricing Activities in Preparation for 2027
Implementation of the RTP rate is conditioned upon SVCE’s evaluation of pilot learnings.
July 2025 Q3 2027 July 2027
Seek RTP rate LMS Plan RTP rate or program
approval Update launch
Name Description Pilot Start Mid-term Evaluation Final Evaluation Hourly Flex Pricing
(HFP or RTP Pilot)
Hourly pricing signal Q1 2025 Q3 2026 Q1 2028
incentive mechanism
(credit or charge)
based on usage
subscription.
ChargeWise -Phase
1 Active managed EV Q4 2024 N/A Q4 2025
charging based on
hourly pricing signals.
9 Item 5
PRESENTATION
0LMS Requirements & Past SVCE Actions
The LMS Requirements culminate in customers having the option to sign-up for a RTP rate or a program that automates their response to a RTP signal in 2027. 3/13/2024 11/13/2024 7/1/2025 7/1/2027
SVCE Board of
Directors
adopted SVCE’s
first LMS
Compliance Plan
Customers offered
voluntary
participation in
either hourly price
rate or cost-effective program
that automates
response to hourly
price
SVCE Board
approved SVCE’s
participation in the
California Public
Utilities
Commission’s
Hourly Flex Pricing
pilots Seek approval
from SVCE Board
for a marginal cost¬
based rate (RTP
rale)
SVCE will review
its LMS
Compliance Plan
every 3 years and
will update its
approach to RTP
rates in the Plan
based on pilot
learnings.
10 ✓
✓
✓
Item 5
PRESENTATION
What are Marginal Cost-Based
Rates?
Marginal cost-based rates (RTP) = a rate that accounts
for the
marginal energy cost
marginal capacity cost
for generation, transmission, and distribution services; and any other appropriate time and location dependent
marginal costs
on a time interval of no more than one hour (hence the oft used term “hourly rates” or “real time pricing”).
•
•
Protects the customer from bill volatility because they will be “subscribed”, i.e., billed for their typical load profile using their legacy rate (regular TOU rate). •
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Item 5
PRESENTATION
Usage
(kWh)
Subscription Component
Time (hour)
Subscribed Actual
Subscription based
on 12 months of
previous usage
Scaled to match
actual usage
Allows for revenue
neutrality
12 •
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Item 5
PRESENTATION
SVCE’s Role in Defining the Generation Component
*Customizations beyond the basic structure of the PG&E generation rate design will need to be funded directly by SVCE
Basic Customization:
SVCE will have the option to customize
the MEC/MGCC by amending the hourly
PG&E rate
Fully Customized:*
SVCE could also choose to develop a
different generation marginal price and
calculate its unbundled customer’s
generation component separately from
PG&E’s structure
Exact details of how this will work are
not yet known but SVCE will evaluate
the options as more information
becomes available between now and
2027 13
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Item 5
PRESENTATION
Transmission & Distribution Components
As a generation-only service provider, SVCE is not involved in the development of these components.
A marginal transmission component must be
approved by FERC. PG&E will seek approval
of a marginal transmission component in Q3
of 2026
Until FERC approval is gained, the transmission
component will equal the transmission rate the
customer currently pays
A distribution component will be location¬
specific and based on the forecasted hourly
load of a representative circuit with a similar
load profile to the customer’s circuit
All circuits will collect the same average revenue
14 •
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Item 5
PRESENTATION
Full RTP implementation depends on PG&E’s billing modernization effort (Q4 2029) CD Difference Between RTP Pilot and RTP Rate
RTP Pilot
Shadow-billed RTP rate
with hourly generation and
distribution prices
Customers in RTP pilot pay
the lower of their otherwise
applicable rate or RTP
shadow bill on a 12-month
cumulative basis
RTP Rate
Customers will be shadow¬
billed until PG&E’s billing
system can integrate RTP
After that, bill protection in
the form of customers
paying the lower of their
otherwise applicable rate or
RTP shadow bill will only be
provided to new residential
customers for 1 year
15 • Subtitle
New SV Clean Energy
PowerPoint Template
Best Practices and Process to
develop Recommended Changes
to SVCE Operating Rules and
Regulations
April 22, 2025
Item 6
PRESENTATION
ii
2 SVCE Operating Rules and Regulations
• Initially adopted June 2016
• Consists of bylaws,
regulations and procedures
governing the operation of
SVCE
• Latest update was May 2023
Item 6
PRESENTATION
SILICON VALLEY CLEAN ENERGY AUTHORITY
OPERATING RULES AND REGULATIONS
ARTICLE I
FORMATION
The Silicon Valley Clean Energy Authority (the “Authority”) was established on March 31, 2016 pursuant to the execution of the Silicon Valley Clean Energy Authority Joint Powers Agreement (the “Agreement”) by the County of Santa Clara, the Cities of Campbell, Cupertino, Gilroy, Los Altos, Monte Sereno, Morgan Hill, Mountain View, Saratoga and Sunnyvale and the Towns of Los Altos Hills and Los Gatos. The members of the Authority are referred to as Party or Parties in these Operating Rules and Regulations. As defined by the Agreement, these Operating Rules and Regulations consist of rules, regulations, policies, bylaws and procedures governing the operation of the Authority.
ARTICLE II
PURPOSES
The Authority is formed to study, promote, develop, conduct, operate, and manage energy and energy-related climate change programs, and to exercise all other powers necessary and incidental to accomplishing this purpose. These programs include but are not limited to the establishment of a Community Choice Aggregation Program known as Silicon Valley Clean Energy in accordance with the terms of the Agreement.
ARTICLE III
BOARD OF DIRECTORS
Section 1. Appointment of Chair and Vice-Chair. The Board shall appoint from among themselves by majority vote a Chair and Vice-Chair. The Chair and Vice-Chair shall be appointed for one-year terms expiring at the annual meeting held in January of each year. As provided by the Agreement, there are no limits on the number of terms that a Board member may serve as Chair or Vice-Chair.
Section 2. Appointment of Secretary and Treasurer. The Secretary and Treasurer shall be appointed by the Board for one-year terms expiring at the annual meeting held in January of each year.
Section 3. Extension of Term of Office. If for any reason, the appointment of a Board officer is not made in January of any year, such officer shall continue to serve in his or her position until an appointment is made at a meeting of the Board.
Section 4. Removal of Officers. An officer of the board shall be subject to removal as an officer of the board at any time for any reason by a majority vote of the entire Board. 1 12660-0002\l961754v2.doc
Amended: 5/10/23
ORR Sections
3 • Article I: Formation • Article II: Purposes • Article III: Board of Directors • Appointment of Chair and Vice -Chair
• Appointment of Secretary and Treasurer • Extension of Term of Office • Removal of Officers • Removal of Board Members for Cause • Article IV: Committees • Establishment of Committees • Executive Committee • Article V: Meetings • Regular Meetings • Special Meetings • Annual Meeting • Open Meeting Requirements • Chair and Vice Chair Vacancies • Article VI: Amendments Item 6
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SILICON VALLEY <3/ CLEAN ENERGY
Some Context!
By Chair Tyson
4 • SVCE is a large, growing, and
increasingly complex entity
• Our current governance is good – we
have an effective board and solid
decision-making processes
• Other CCAs have had discussions about
their governance, and this seems like a
good time to perform a review of our
own, consider and discuss potential
changes, and position ourselves for
future growth and a strong ability to fulfill
our mission long term
Item 6
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SILICON VALLEY <3/ CLEAN ENERGY
Ad Hoc
Committee
Proposed
Scope
5 • Review SVCE’s current Operating Rules
and Regulations
• Research neighboring CCA bylaws
• Identify potential amendments
• Present recommendation to Executive
Committee and final to Board of
Directors for approval
Item 6
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SILICON VALLEY <3/ CLEAN ENERGY
6 Recommendation
Form an Ad Hoc Committee to review SVCE’s Operating Rules and Regulations for potential amendments.
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Title of the Page
Thank you
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8 Appendix
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9 ORR Amendment Process
• Any amendments must be proposed at a regular meeting and acted upon at the next or later regular meeting of the Board for final adoption
• Notice of proposed amendment must be sent at least 10 days prior to the date of the meeting at which final action on the amendment is to be taken (full text)
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Past Amendments
SVCE Operating Rules and Regulations
• Amendments to-date have included:
• Regular meeting location;
• Authorization for the Chair of the Board to designate an alternative meeting place within the jurisdiction of the authority after consultation with the Chief Executive Officer on available meeting locations in the event that the Cupertino Community Hall is not available for a regular or adjourned regular meeting; • Changing the Date of the Annual Meeting and the Appointment of Officers and Committee Members and Conforming the Provisions Regarding the Holding of Regular Meetings to Board Resolution Nos. 2016-14 and 2017-11;
• Defining unexcused absences from board meetings;
• Including reference to SVCE’s Code of Ethics Policy;
• Clarification of general Committee Membership and maximum number of members; • Clarification of Executive Committee appointments in January of each year; and • Addition of Chair and Vice Chair Vacancy language.
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11 Ad Hoc Committees
Article IV, Section 1
“Each duly established Committee may establish any Standing or Ad Hoc Committees determined to be appropriate or necessary.
The duties and authority of all Committees shall be subject to the approval and direction of the Board.”
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12 • Communications: We decided that a formal policy regarding Director’s communications with and response to staff was beyond what is needed, and we encourage the CEO to communicate any issues with individual Directors directly.
• Attendance: Regarding Director’s attendance at Board meetings, we wish to remind Directors to communicate their expected absence, change in plans (e.g. in person vs. remote), and preparation of their Alternates as substitutes as early as possible. • Committees: Regarding Director’s role on subcommittees, we find it highly advisable that Directors wishing to serve as Chairs should expect to attend a high percentage of planned meetings in person. Those attending subcommittees as members should also be aware that, since Alternates are not permitted, meeting quorum requires a high degree of communication and response.
• Meetings: More broadly, we see the value of staff scheduling recurring meetings early in the year and also for Directors providing to staff information on their vacation or other travel plans as soon as these are established (or even prior, if extensive). • Stipend: We also discussed the possibility of providing a stipend for meeting attendance, as is done in some other agencies to serve as an inducement for attendance. No decision was reached on a recommendation, and we recognize that this would require a change in the JPA.
CEO Transition Ad Hoc Committee (2024)
Best Practice Recommendations
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• Subtitle
New SV Clean Energy
PowerPoint Template
Programs Snapshot:
Programs Portfolio Tool in
Salesforce
April 22, 2025
Executive Committee Meeting
Doug Bernard, Management Analyst
Item 7
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SILICON VALLEY
CLEAN ENERGY
2 Original SVCE programs had small
volumes, used a network of tools
Customer/
Applicant
SVCE Staff
Vendor Staff
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3 As we scaled from dozens to thousands of
applicants, outgrew processes
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4 New, simplified Salesforce approach
enables larger volumes
Customer/
Applicant
SVCE Staff
Vendor Staff
Form submission 3
rd party apps
• Emails
• Translations
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5 Overview of Salesforce roll-out
Launch
December 2024
Objectives
1. Improve customer
experience
2. Improve internal business
processes
3. Scale # of customer
accounts engaging with
programs/services
(2x by 2027)
Programs using Salesforce for application review
1. Home Rebates
2. Contractor Training
3. Business Rebates
4. EV Rebates
5. Multifamily EV Charging Incentives
6. Gridshift Rebates
Item 7
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6 Customers still submit applications
online, but now connected to Salesforce
SVCE website button links to
application form hosted in Salesforce
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SILICON VALLEY
CLEAN ENERGY ABOUT US REBATES* OFFERS RATES* MUNG
How it Works
STEP1: Reserve Your SVCE Rebate.
To begin, please select one of the rebate applications below. Make sure to review the Income Qualifications to determine which application is right for you.
Standard Incentives: Income-Qualified Incentives:
If you qualify for standard incentive amounts, dick button to apply. If your project is approved, you'll get an email confirming your rebate reservation and a link to the claim form to complete after finishing your project Rebate Application
SILICON VALLEY
CLEAN ENERGY
Available Programs
Guest User Account (FFHRMR-3391)
A—/ 0 Measures
KT SO in incentives
Step 1 of 4: Enter Responses
Applicant Information
Please enter information about the project applicant and premise.
Question or Requirement Response
Your First Name I Ik
Your Last Name I ik
Your Phone |(111)222-3333 IK
Your Email I
Installation Street Address I ik
Installation City |-None- *
Installation ZIP Code I ze
PG&E Electric Account Number
Please enter your 10-digit PG&E Electric Account Number, not including any hyphens.
Question or Requirement
PG&E Electric Account Number
Response
7 Use dashboards to roll-up all
applications and diagnose progress
For illustration purposes (not final data)
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Accepted Applications
Project Status
Record Count: 2.1k
Application Created
Application Canceled
Reservation Open
Reservation Withdrawn
Full Claim Pending
Full Claim Approved
Claim 1 Pending
Claim 1 Approved
Claim 2 Pending
View Report (FutureFit Homes Accepted Applications)
Type of Upgrade
View Report (FFHomes Claims by Program)
Q Search...
: svce
Refresh Edit Subscribe
Application Traffic
60 Dashboard
FutureFit Homes Program Dashboard
As of Apr 7, 2025 10:31 AMViewing as Adam Mays
Home Reports v Dashboards v Accounts v Projects v Project Loader Measures v Programs v Payment Batches v Composite Projects v Project: Created Date
View Report (FutureFit Homes Reservations and Claims)
8 Impact highlights: automate customer
engagement to improve experience
Automate welcome emails based on rate
code changing to all-electric rate (E-ELEC)
Multi-lingual program applications
(coming soon)
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Welcome to the Silicon Valley Clean Energy Electric
Home Rate
Congratulations! By enrolling in the Electric Home (E-ELEC) rate, you are receiving the upgraded Silicon Valley Clean Energy (SVCE) super discount. This rate is designed to benefit customers that are intentional about their electricity use.
Shift & Save
• Your SVCE electric generation discount has upgraded from the standard 4% to an average of 10%.
• You control your savings - shift your energy use to the hours of 12 a.m. - 3 p.m. and increase your savings. See savings tips.
SILICON VALLEY
CLEAN ENERGY
Available Programs
@Program Application
If you are sure that you want to continue and submit an application for FutureFit Homes - Residential (Market Rate), you can do so below.
Continue I Cancel
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Version 1.1318
Espanol
English
I
9 Lessons learned in first few months
Project Objective Key Lessons
1) Improve customer
experience
• Successfully automated alerts using customer status (ex. E-ELEC); will replicate for Affordability outreach campaign
2) Improve internal
business processes
• First time using Salesforce in SVCE which required iteration to configure the way we want; dashboards allow for valuable insights
3) Scale # of customer
accounts engaging with
programs/services
• 500+ applications submitted by customers; Salesforce integrates with tools for new ways to scale (ex. multi-lingual translations)
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