• Subtitle
New SV Clean Energy
PowerPoint Template
Item 4: Recommend the Silicon Valley Clean Energy
Board of Directors Authorize the Chief Executive Officer Approval of CC Power’s Annual Budget and Dues in an
Amount Not to Exceed $500,000 for CC Power’s Fiscal
Year 2025-2026 and Delegate Authority to the Chief
Executive Officer to Enter Agreements Using Approved
Funds
Executive Committee
May 23, 2025
SILICON VALLEY <3/ CLEAN ENERGY
Item 4
PRESENTATION
SVCE Share:
• FY 2025-26: $386K
• FY 2024-25: $657K
CC Power
Budget
FY 2025-26
Starting July 1,
2025
2 RECOMMENDATION
Staff recommends that the Silicon Valley Clean Energy
(SVCE) Executive Committee recommend that the Board of
Directors (Board) approve annual budget for payment to
California Community Power (“CC Power”) starting CC
Power’s next Fiscal Year (July 1, 2025-June 30, 2026) in an amount not to exceed $500,000 and delegate authority to the Chief Executive Officer to enter agreements using approved funds. This budget enables SVCE to continue its membership and project participation as a part of CC Power.
Dues,
$173,977
Phase 1,
$90,085
Phase 2,
$43,163
Phase 3,
$79,379
$-
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
FY2025-26 CC Power Budget
SVCE Share
SILICON VALLEY <3/ CLEAN ENERGY
Item 4
PRESENTATION
Background
CC Power is a super-JPA that does
procurement on behalf of 9 member
CCAs where economies of scale exist
To date, primary focus on Mid-Term
Reliability (MTR) procurement
• Tumbleweed, Goal Line, Fish Lake,
Ormat
CC Power
Budget
FY 2025-26
3 SILICON VALLEY <3/ CLEAN ENERGY
Item 4
PRESENTATION
CC Power
Budget
4 • Cover overhead, general costs Dues • Allocated equally to all • Exploratory projects Phase 1 • Allocated proportionally to all • Opt-in: procurement, contracting Phase 2 • Allocated on custom basis • Opt-in: signed contracts Phase 3 • Allocated on custom basis Dues,
$173,977
Phase 1,
$90,085
Phase 2,
$43,163
Phase 3,
$79,379
$-
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
FY2025-26 CC Power Budget
SVCE Share
Item 4
PRESENTATION
CC Power
Budget
Prior FY
5 • Overhead and Opex
• Strategic assessments for power
supply projects
Dues &
Phase 1
• Build Transfer Agreement (“BTA”)
solicitation
• RA Power Pool
• Offshore Wind
Phase 2
• Projects and Contract
Management for Geothermal and
Storage resources and operations $118,000
Dues Phase 3
Phase 2
$237,000
Phase 3
$302,000
$-
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
FY2024-25 CC Power Budget
SVCE Share
SILICON VALLEY <3/ CLEAN ENERGY
Item 4
PRESENTATION
CC Power
Budget: Phase 1
6 Mega Project Annual
Solicitation
T&D
Education
T&D
Strategy
Exploration
In-House SC
Roadmap
Emerging
Tech
Exploration
Bulk Buy
Whitepaper Dues,
$173,977
Phase 1,
$90,085
Phase 2,
$43,163
Phase 3,
$79,379
$-
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
FY2025-26 CC Power Budget
SVCE Share
Item 4
PRESENTATION
CC Power
Budget: Phase 2 -
Examples
7 Geothermal
Origination
New/Incremental
LDS
Offshore Wind Alternative
Storage
RA Optimization
Dues,
$173,977
Phase 1,
$90,085
Phase 2,
$43,163
Phase 3,
$79,379
$-
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
FY2025-26 CC Power Budget
SVCE Share
Item 4
PRESENTATION
CC Power Budget:
Phase 3: Active
Note: contract/commodity costs
excluded
8 Tumbleweed Goal Line Fish Lake
Ormat
Computer
Based
Trainings
Wood
Mackenzie
Subscription
Gridwell RA
Report Dues,
$173,977
Phase 1,
$90,085
Phase 2,
$43,163
Phase 3,
$79,379
$-
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
FY2025-26 CC Power Budget
SVCE Share
SILICON VALLEY <3/ CLEAN ENERGY
Item 4
PRESENTATION
CC Power
Budget: Phase 3:
Active Project
9 •Tumbleweed Energy
Storage
• Project set to reach
commercial operation in
Spring 2026
• Commodity costs for contract
will go through CC Power as
“billing agent”
• SVCE separately gets
approval and budget
authority on the Tumbleweed
contract from Board of
Directors
Dues,
$173,977
Phase 1,
$90,085
Phase 2,
$43,163
Phase 3,
$79,379
$-
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
FY2025-26 CC Power Budget
SVCE Share
I
SILICON VALLEY <3/ CLEAN ENERGY
Item 4
PRESENTATION
Title of the
Page
Next Steps
May 21
Today
June 11
July 1
CEO voted on CC Power Budget at CC Power BOD meeting contingent on SVCE BOD approval
Seek Recommendation of the Executive Committee
CC Power FY 2025 starts
Seek SVCE BOD approval on Consent Calendar
Item 4
PRESENTATION
CC Power
Budget
FY 2025-26
Starting July 1,
2025
11 RECOMMENDATION
Staff recommends that the Silicon Valley
Clean Energy (SVCE) Executive Committee
recommend that the Board of Directors
(Board) approve annual budget for payment
to California Community Power (“CC Power”)
starting CC Power’s next Fiscal Year (July 1,
2025-June 30, 2026) in an amount not to
exceed $500,000 and delegate authority to
the Chief Executive Officer to enter
agreements using approved funds. This
budget enables SVCE to continue its
membership and project participation as a
part of CC Power. SILICON VALLEY <3/ CLEAN ENERGY
Item 4
PRESENTATION
Title of the
Page
Thank You
Item 4
PRESENTATION
1 • Subtitle
New SV Clean Energy
PowerPoint Template
2024 Customer
Survey Findings
Executive Committee
May 23, 2025
Item 5
PRESENTATION
SILICON VALLEY
CLEAN ENERGY
2 • Information item on annual residential customer survey to better understand our customers, which informs marketing and messaging. • Key takeaways show steady and expected levels of SVCE awareness and growth in electrification interest and programs.
• Survey findings will be shared via consent at the June board meeting.
Purpose
Item 5
PRESENTATION
SILICON VALLEY
CLEAN ENERGY
3 Background & Methodology
SVCE runs an annual customer survey to measure SVCE and electrification awareness Goal: Measure SVCE customer awareness and interest in
electrification
• 2024-2025 survey conducted January 2025
• 476 residential customers responded
• Administered online, outreach conducted via email and mail • Offered $15 incentive to complete
Survey Language
Distribution
Number of
Completes
English 450
Vietnamese 17
Spanish 7
Mandarin 2
Total 476
Breakdown of Selected Survey
Languages
Item 5
PRESENTATION
4 SEVI Quartiles
Socio-Economic Vulnerability Index (SEVI)
base heat map (CES 3.0)
1 (Least Vulnerable)
2 3
4 (Most Vulnerable)
Insufficient Data
Source: CalEnviroScreen 3.0
For illustrative purposes
Sample Design
• Stratified sample by SEVI quartile
• Weighted responses to capture
overall customer statistics based
on the population, adjusting for
socioeconomic vulnerability
differences.
• Results account for sample bias
Item 5
PRESENTATION
5 Awareness of SVCE consistent with prior
years, with high prompted awareness
n=476
12% of respondents believe they
purchase electricity from SVCE
After clarifying PG&E provides
electric delivery services:
21% believe they purchase
generation services from SVCE
After letting survey respondents
know SVCE is one of electricity
providers in their region:
71% say they had heard of
SVCE!
SVCE Awareness Recall – Who Do Respondents
Purchase Generation Services From?
Item 5
PRESENTATION
100%
0%
SVCE SVCE Close PG&E/SVCE PG&E Other
6 Our digital engagement efforts are paying off!
Large increase in
customers reporting they
come to our website for
info about electric rates
and to learn about
efficient, electric
appliances.
SVCE Website Use – Comparison Across Prior Years
Item 5
PRESENTATION
2020 2022 2023 2024
7 Results support affordability focus area; continued
emphasis on clean energy and rebates.
n=476
92% respondents say SVCE
keeping low electricity prices
is extremely/very important
56% say SVCE
programs/services are
extremely/very important
SEVI groups 1 and 2 placed
the category “generating
energy from clean sources” of
slightly higher importance.
Stay the course, with opportunities for more info on bill understanding since SVCE only controls 1/3 of energy bills.
Item 5
PRESENTATION
Extremely important Very important Moderately important Slightly important Not at all important 8 How we use these customer insights
• Addressing affordability concerns
• Payment Assistance and Efficiency
Resources Campaign (direct customers to
resources)
• Upcoming rate education campaign
A solar panel in a desert
AI-generated content may be incorrect.
• Support for clean resources
• Highlighting our renewable energy projects, and
electrification education
Item 5
PRESENTATION
Victory Pass Solar and Storage Project
9 Technology Specific
Purchasing Decisions
• EVs
• Heat Pump Water Heaters
• Solar + Battery
• Induction Cooking
Item 5
PRESENTATION
10 Cost, health and safety key decisions
for home and product purchases
1.7 2.5
2.7 3.0
0 1 2 3 4
Environmental impacts
Convenience/performance
Health and safety
Cost
n=476
Considerations ranked in order of importance
(1 is least, 4 is most)
• Environmental
impact is lowest
consideration by a
considerable margin.
• This does not change
our mission, but
affects our
messaging and
marketing
approaches.
Results are consistent across
SEVI quartiles.
Item 5
PRESENTATION
11 Cost was cited in the top 5 barriers for each
technology
Technology-specific barriers that were among the top 5 barriers for each technology:
• EVs: Driving range and charging access
• Heat pump water heaters: Not enough info, need to upgrade electric panel, and not knowing enough about the tech.
• Solar/battery: Far second to cost, reliability of tech • Induction: Most (73%) not interested, info about comparison to gas and environmental impact desired.
Item 5
PRESENTATION
12 How we use these customer insights
Focus on cost savings with rebates and
optimizing electric rates:
New “programs pocket guide” for Earth
Month
Messaging connecting electrification to
reducing pollution:
Item 5
PRESENTATION
SAVE
moneu^
ENERGY
Discover thousands of dollars of
incentives and free services.
SILICON VALLEY
CLEAN ENERGY
SILICON VALLEY X^J CLEAN ENERGY
View this email in your browser
THE ELECTRIC AVENUE: YOUR
PATH TO DRIVING ELECTRIC
Gas vehicles cause over 50% of local
air pollution. Taking the “Electric
Avenue" offers a smarter, cleaner,
and more cost-effective way to get
around. From electric vehicle (EV)
basics to accessing rebates, Silicon
Valley Clean Energy (SVCE) is here
to support you.
13 Electric Vehicles
• Respondents most likely to get
information about EVs from friends
and family.
Sources of Information for Electric Vehicles
Customers can be advocates for clean technologies, and info should focus on education/myth-busting.
Item 5
PRESENTATION
SVCE Marketing Funnel
05 Awareness
Building brand recognition so
customers trust content
Consideration
Customers come to SVCE website
and review marketing content
Conversion
Customer participates in program, utilizing
service or rebate
Loyalty
Customers trust SVCE through positive
" experience participating in program
Advocacy
Social behavior change, influence friends,
neighbors family to participate
14 Seeing continued growth over time in
interest/likelihood to purchase electric technologies
Likelihood of Purchases – Comparison Across Prior Years Item 5
PRESENTATION
Prior and current options New options Of those who don't own 2022 2023 2024
15 • Results are aligned with expectations for SVCE awareness • Perceived and real concerns for technology adoption helps inform messaging and education strategies
• Opportunity with new income-qualified programs to target outreach by SEVI to increase electrification education in more vulnerable groups Summary
Item 5
PRESENTATION
SILICON VALLEY
CLEAN ENERGY
16 Questions?
Item 5
PRESENTATION
• Subtitle
New SV Clean Energy
PowerPoint Template
Introduction to FY 2025-26 Strategic
Focus Areas and Strategic Plan
Item 6
PRESENTATION
•
•
•
•
•
Item 6
PRESENTATION
CD Overview
Review Fiscal Year 2025-26 Strategic Plan & Budget process Current State and High Level Overview of Risks, Challenges & Opportunities
Existing Strategic Focus Areas (SFA) and Strategic Plan (SP) Goals
Receive Initial Feedback on Strategic Focus Areas
Next Steps
2 Item 6
PRESENTATION
SVCE Planning & Budgeting Process
Budget
Organization-wide priorities and alignment toward
achieving the mission. Helps set CEO & Board priorities.
Comprehensive assessment of risks and
opportunities to optimally achieve mission and helps
direct strategic focus areas.
SVCE Mission: Reduce dependence on fossil fuels by
providing carbon-free, affordable, and reliable
electricity and innovative programs for the SVCE
community.
Identifies funds needed to achieve Strategic
Focus Areas and Strategic Work Plan
3 Item 6
PRESENTATION
Strategic Plan-SFA & Goals
0 FY 2025-2026 Timeline
May 2025 Sep 2025
April 2025
May 2025
June 2025 Sep 2025
•Fin & Admin Com
& Board Reviews
Draft Budget &
Reserves Target
•Staff reviews cost,
drivers, needs
•Fin & Admin
Com Review
Stress Test &
Budget
Framework
•Board Reviews
Stress Test &
Budget
Framework
August
2025 •Board
Approves FY 25-
26 Operating
Budget &
Reserves Target
Mar -Apr
2025
August
2025
Executive Com
Feedback on
SFAs
Board
Approval of FY
25-26
Strategic Plan
Board
Discussion on
SFAs & Goals
EC Review SP
ERM
Internal Staff
Review of SP
Operating Budget & Reserve
Targets
4 Item 6
PRESENTATION
O Strategic Plan & Focus Areas
Mission
Reduce dependence on fossil fuels by providing carbon-free, affordable, and reliable electricity and innovative programs for the SVCE community
©
SILICONVALLEY
CLEAN ENERGY
•
•
•
•
•
•
Item 6
PRESENTATION
Executive
Orders
New Tariffs
New Legislation B Los Angeles Times
Regulatory
Change
Budget Deficit
growth
bl preparation plant near Welch, W.Va. States tht
Jig are still very reliant on the fuel. Evelyn Hockste
Leftover
allowance
for sale m
Excess
CO, ...
Trump Wants to Reverse Coal’s Long
Decline. It Won’t be Easy.
Coal has been displaced by cheap and plentiful natural gas and the rapid growth of wind and solar energy — forces that President Trump will struggle to do away with.
^oney
Macro Events & Uncertainty
WALL
California
•
•
•
Item 6
PRESENTATION
Federal Policy Impact on SVCE and our customers
Reduced financial incentives for EVs, heat pumps, rooftop solar + storage.
Harder to use utility-scale renewable tax credits
Tariffs and bans will drive up renewable costs
Estimated new low-carbon technology added each year, in two scenarios Under current policies If they are rolled back
Electric vehicles sold
12 million Projected range
6 million
2015 2030
Battery storage capacity
1,200 gigawatt hours
600
2015 2030
Solar power capacity
200 gigawatts
Wind power capacity
24 gigawatts
Note: Projections show the range of likely outcomes averaged over the years 2030 through 2035. Ranges reflect uncertainty around future fossil fuel prices, economic growth, clean energy technology costs and supply constraints, and data center growth. Source: Rhodium Group From New York Times
7 •
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Item 6
PRESENTATION
Key Drivers
Market fluctuations, regulatory changes and pending legislatives bills create planning challenges
Challenges/Threats:
Compressed margins due to PCIA and PG&E
gen rate
Regulatory changes to PCIA
Overall high rates
Cost of procuring long-term renewable
resources
Load growth uncertainty
Procurement Mandates
Restrictions on local reach codes
Decarbonization cost-less tax credits and
subsidies
Opportunities/Strengths:
Regionalization, could reduce costs
Reliable and Clean Power Procurement
Program (RCPPP) to avoid procurement
mandates
All focused on Affordability
Extensive program offerings
Clean Energy & Capacity portfolio
Customer and stakeholder support and
relationships
Healthy reserves
8 •
•
•
•
Item 6
PRESENTATION
O Stress Tests and ERM - Budget Process
ERM Stress Test
A comprehensive organization-wide
assessment of risks and opportunities that leads
to a more disciplined approach to achieving the
organization’s mission and objectives
Ensure risks that can be optimally
managed do not derail us from
achieving the organization’s objectives
efficiently and effectively
Can also aid in identifying opportunities
that affect the organization’s strategic
priorities
An essential component of ERM
Assess the interrelatedness of risks in the ERM
framework and model extreme but plausible
scenarios that can have major adverse
consequences for SVCE
Important for commodity trading portfolios
because of the inherent weakness of market
risk measures in assessing black swans, such
as disruptions in markets
9 Item 6
PRESENTATION
® SFAs
1. Are the Five Existing
SFAs the right priorities?
2. Should we consider new
SFA?
Item 6
PRESENTATION
FY 2025 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.
11 11
•
•
•
•
•
Item 6
PRESENTATION
(^) Initial Thoughts -SFAs
Strategic Focus Areas represent the Board's priorities for the upcoming year SFA1: Expand Affordability Efforts
SFA2: Expand Clean and Reliable Grid Actions
SFAS: Expand Offerings to C/l Customers
SFA4: Prepare Region for Electrification at Scale
SFA5: Attract & Retain Employees
RED- Active but still more to be done
YELLOW -In progress, work continues
GREEN -In a good place
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Item 6
PRESENTATION
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.
Progress to date
Two Board Study Sessions related to affordability
Expanded CARE/FERA outreach to income qualifying
customers including new media campaign, which provides
monthly bill credits equivalent to 27% discount
Maintained competitive rates - 4% discount to PG&E's
generation rate for customers
Board approved customer bill credit of $35 million
Participating in key CPUC proceedings related to PCIA,
PG&E's General Rate Case & ERRA
Established SVCE Community Energy Fund
Moody's upgraded credit rating (lowers SVCE costs)
Launched RFP for Prepay #4 (lower SVCE costs)
Added resources on website to find payment assistance and reduce energy bills
New E-ELEC 2.0 rate design with higher savings potential Integrated energy efficiency measures into decarbonization programs
Support legislation to reduce rates, like SB 540 on regionalization Challenges
Overall rates are still high; PG&E proposing additional increases Little influence on distribution and transmission costs Load uncertainty
Federal and State regulatory uncertainty driving up costs Opportunities
Promote energy efficiency and aligning usage with cheap/clean times Seeking allocation of resources and/or changes to PCIA
Regionalization to reduce overall commodity cost
Recommendation:
Keep -overall rates are still high and are a top
concern for customers
13 •
•
•
•
•
•
•
•
•
•
•
•
•
•
Item 6
PRESENTATION
1 SFA2: Expand Clean & Reliable Grid Actions
Develop a pathway to 2030, 2035 and 2045 for clean energy delivery at scale; and evaluate SVCE product offerings to ensure the agency provides customers a sustainable balance of clean, reliable and affordable energy.
Progress to date
Board approved Clean Energy Targets including 100% Clean on annual basis and 75% RPS by 2030 Added two new Long-term Power Purchase Agreements and on-boarded two new projects On-track to meet 100% Clean for 2025-2028 and 75% RPS by 2030 Met 2025 New Slice of Day Obligations for Resource Adequacy & On-track for Mid Term Reliability Orders Adopted New PPA Selection Policy
Modified GreenPrime product offering
Selected vendor for New Virtual Power/ Demand Flex Programs Launching new E-ELEC 2.0 Pilot Program
Challenges
Affordability -renewable resource cost increasing
Lack of clean, reliable resources
Central Procurement Entity
Uncertainty regarding Regionalization
Opportunities
Demand flexibility and virtual power plants pilots
Reliable and Clean Power Procurement Program proceeding Recommendation:
Keep with a focus on optimizing the portfolio to manage cost and reducing stranded asset risk associated with future procurement needs. Specifically how the Reliable and Clean Power Procurement Program (RCPPP), Central Procurement
Entity or incremental Mid Term Reliability Orders factor into our portfolio.
•
•
•
•
•
•
•
•
•
•
•
•
Item 6
PRESENTATION
SFA3: Expand Offerings to C/l Customers
Engage commercial and industrial customers in new and/or expanded SVCE offerings, including electrification and demand-side management programs, and customized generation services.
Progress to date
Continuing to reach out to large customers to build relationships, support on billing questions, and learn about needs Hosted "Watts for Lunch" engagement event with 11 of SVCE's largest customers New C/l Decarbonization Program has enrolled 6 customer - actively working on identifying projects and adding participants Working on Ecolnvestment proposals with two large customers Scoping out more resources and offers for largest customers to enhance our ability to support, attract, and engage them New Demand Flex program scope includes helping C/l customers manage their loads and drive savings Provide "impact summaries" to large customers to show value of having been with SVCE Challenges
Lengthy timelines for DA conversion and market
expansion opportunities
Every customer's interests/needs are different
Opportunities
Large decarb potential for large commercial
Growing data center emphasis due to Al
Expand to city and public facilities
Recommendation:
Keep -still critical to SVCE in particular due to size of C/l load, decarb potential, and risks of load departure
15 •
•
•
•
•
•
•
•
•
•
•
Item 6
PRESENTATION
SFA4: Prepare Region for Electrification at
Scale
Inform and prepare for upcoming requirements such as Bay Area Air Quality Management District (BAAQMD) and California Air Resources Board (CARB) rules to ensure they are implemented sensibly, successfully, and equitably; and continue scaling SVCE efforts.
Progress to date
Developed 13 community-specific action plans for each of our member agencies to implement codes, policies, and permitting that support electrification
Established bench of contractor advisors to inform and improve SVCE's understanding of contractor opportunities and challenges Offering suite of new incentive programs: On-bill financing pilot, Full Service Home Upgrades, Emergency Water Heater Loaner, Assisted Home Upgrades
~$6M distributed through the Home Rebate program since 2022 Leading regional effort of CCAs to prepare for new Air District Rules Launched trainings for building official staff on electrifying on 100-amps and other key information (five agencies trained to date) Challenges
Cost of funding to scale
Reduction in tax credits and funding
AB 306 -limiting local action on codes
Opportunities
Low-cost financing
Region-wide contractor incentive program 16
Recommendation:
Keep and modify strategies to reflect shifting federal
policies and evolving regulatory landscape
•
•
•
•
•
•
•
•
•
•
•
Item 6
PRESENTATION
17 * SFA5: Attract & Retain Employees
Be the Employer of Choice and maintain culture of innovation, collaboration, high performance, and passion for our mission.
Recommendation:
Keep and modify to focus on employee retention,
preserving culture and establishing optimal workforce
Progress to date
67 FTEs with 5 positions vacant, in the process of recruiting 100% retention since last year
Maintained Strong Culture of Excellence, Collaboration and Fun In-person days, leadership focus, learning and development and other connections Functional Realignment for improved efficiency and employee growth opportunities Significant progress on org maturity "SVCE 3.0" - Business Process Optimization - Data repository , updated Policies and Standards and modernized benefits
Procured new SVCE Headquarters
Challenges
Additional compliance needs with growth
Increasing benefits costs (prices & staff maturation)
Opportunities
Remote/hybrid work
New HQ
•
•
•
•
•
Item 6
PRESENTATION
(^) Initial Thoughts -SFAs
Strategic Focus Areas represent the Board's priorities for the upcoming year SFA1: Expand Affordability Efforts
SFA2: Expand Clean and Reliable Grid Actions
SFAS: Expand Offerings to C/l Customers
SFA4: Prepare Region for Electrification at Scale
SFA5: Attract & Retain Employees
RED- Active but still more to be done
YELLOW -In progress, work continues
GREEN -In a good place
Item 6
PRESENTATION
CD Focus on Strategic Focus Areas
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-March -June -in process
• Executive Committee initial input-May 2025
• Board input-August 2025
Propose modifications, deletions and/or new SFAs
• Existing
• New I9
Item 6
PRESENTATION
O Feedback
1. Are the Five Existing
SFAs the right priorities?
2. Should we consider a
new SFA?
Item 6
PRESENTATION
Strategic Plan-SFA & Goals
0 FY 2025-2026 Timeline
May 2025 Sep 2025
April 2025
May 2025
June 2025 Sep 2025
•Fin & Admin Com
& Board Reviews
Draft Budget &
Reserves Target
•Staff reviews cost,
drivers, needs
•Fin & Admin
Com Review
Stress Test &
Budget
Framework
•Board Reviews
Stress Test &
Budget
Framework
August
2025 •Board
Approves FY 25-
26 Operating
Budget &
Reserves Target
Mar -Apr
2025
August
2025
Executive Com
Feedback on
SFAs
Board
Approval of FY
25-26
Strategic Plan
Board
Discussion on
SFAs & Goals
EC Review SP
ERM
Internal Staff
Review of SP
Operating Budget & Reserve
Targets
21 Item 6
PRESENTATION
Thank you
22 Item 6
PRESENTATION
(D FY 2025 Strategic Plan - Goals
1. Advance policies which support SVCE’s mission to reduce dependence on fossil fuels.
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.
3. Create a long-term decarbonization plan that integrates supply and demand changes, opportunities, and challenges.
4. Acquire power supply resources in a cost-effective manner to meet legislative and regulatory obligations, Board directives and customer specific products.
5. Manage and optimize load and power resources to meet affordability, GHG reduction and reliability objectives.
6. Maintain healthy financial position; avoid failures in management of market risk, credit risk, liquidity risk, operational risks, and enterprise risks.
7. Support all SVCE communities to decarbonize through local investments that reduce barriers and demonstrate sensible, scalable, and equitable solutions.
8. Engage customers and community stakeholders to build trust of SVCE and advance decarbonization.
9. 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).
10. Hire, retain and develop high-performing talent via competitive benefits and rewarding work culture. 23 Feb-May
• Staff Reviewing current
SFAs/SP Goals
• Identifying New
Opportunities & Threats
June 2025
• Internally developing
proposed changes to
SFAs/SP
• F&A Committee: FY
2026 Budget
Framework
August 2025
• Board: Strategic Plan
and SFAs discussion
• EC: FY 2026 SFAs and
Strategic Plan Goals
• FC & Board: FY 2026
Budget
September 2025
• Board Approval of FY 26
Budget
• Board Approval of FY 26
Strategic Focus Areas &
Strategic Plan
Item 6
PRESENTATION
24 • Subtitle
New SV Clean Energy
PowerPoint Template
Board & Public Input
Session on New HQ
May 23, 2025
Item 7
PRESENTATION
SILICON VALLEY <3/ CLEAN ENERGY
2 Informational Item:
Share input received from BOD Special
Session and outline recommendations
for Board Chambers and community
space.
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PRESENTATION
SILICON VALLEY <3/ CLEAN ENERGY
3 Special Session Recap
• Staff held a fun, interactive session
and tour of the new HQ with the
Board and public on Wednesday,
May 14.
• CEO introduced the building and key
considerations such as sustainability,
budget, and timeline.
• Staff led two exercises to solicit input
on BOD Chamber features and
benefits to incorporate into the public
space.
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PRESENTATION
Title of the Page
Board Chambers
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PRESENTATION
5 Key Takeaways:
• Flexible, comfortable, large space for BOD
and the public that is accessible to other
amenities like bathrooms.
• Create an inviting space for the public that
is somewhat integrated with the BOD with
dias.
• Full tech capabilities for BOD and public
(translations, adjusting cameras and mics).
Key Features Discussed for BOD Chamber
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PRESENTATION
Title of the Page
Community Space
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7 Findings from Round 1
• Conducted colored dot exercise where participants ranked community space benefits from “essential” to “not important”
• Contractor, Retailers, Workforce Education; Public Electrification Education; and Public Engagement ranked as “essential” and “important” most often
• Revenue and cost recovery marked mostly as “not important” most often Numbers represent the colored dots received
Community Benefits Green (Essential) Yellow (Important) Blue (Nice-to-have) Red (Not important) Revenue 0 0 0 14
Contractor, Retailers, Workforce Education 8 9 4 0
Innovation 1 9 3 1
Community Organization 4 5 11 1
Public Electrification Education 12 2 3 0
Bill & Energy Education 1 8 3 3
Public Engagement & Integration 9 3 3 1
Cost Recovery 1 0 4 11
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PRESENTATION
8 Findings from Round 2
• R2 confirmed and refined the identified benefits from R1 which was:
Contractor, Retailers, Workforce Education; Public Electrification Education; and Public Engagement.
• Remaining themes can be considered, but the top 3 will be prioritized.
Numbers represent the colored dots received
Community Benefits Green (Essential) Yellow (Important) Blue (Nice-to-have) Red (Not important) Revenue 0 0 0 0
Contractor, Retailers, Workforce Education 8 0 0 0
Innovation 0 0 0 0
Community Organization 0 4 0 0
Public Electrification Education 7 3 0 0
Bill & Energy Education 0 3 0 0
Public Engagement & Integration 3 8 0 0
Cost Recovery 0 0 0 0
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PRESENTATION
9 Themes that Arose During the Exercise
• The community space functions should
advance decarbonization.
• Space should welcome the public and
provide entertaining engagement.
• Consider a commercial kitchen or other
feature that engages multiple audiences.
• Revenue and cost recovery lower priority.
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PRESENTATION
10 Summary of Key Takeaways
San Diego Community Power
Ava Energy
Sonoma Clean Power Marin Clean Energy
1. Electrification workforce resources, education, engagement • Create a space to learn about all-electric appliances, conduct workforce training, and other events that engage the electrification ecosystem –could include all-electric demo kitchen.
2. Electrification education for the public
• Integrate electrification education into the space in a way that entertains and engages.
3. Public engagement, integration, and entertainment
• Develop the space so that members of the public regularly frequent the space for other purposes and it feels like an extension of the community.
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PRESENTATION
11 Headquarters Timeline (Subject to Change)
Outline of the building’s next steps
• Community
ribbon cutting
• Ready for
move-in
2025 Q3 2025 Q4 2026 Q2
• Work
underway
2025 Q1
• Board approval of
design, architecture, &
construction firm(s)
• Assess feasibility of
different options and if
additional resource are
necessary
• Return to BOD with
proposed design options
2025 Q2
• Finalize
purchase
• Staff input on
workspace
• Solicitation for
Project
Manager (PM)
• BOD/public input
on meeting space
• Onboard PM
• Solicitation and
selection for design,
architecture, &
construction firm(s)
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PRESENTATION
Next Steps
• June '25 - seek BOD
approval of contract(s)
with architect/designer
and contractor.
• Work with designers
to incorporate the
takeaways into the
design.
12 Item 7
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13 Appendix
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14 Staff held similar session on designing a productive workspace
Key Takeaways:
• Create a modular environment that
can adapt over time as the workforce
evolves.
• Design space to maximize individual
and collaborative productivity.
• Ensure space reflects SVCE values
and sustainability goals.
• Include space for the public,
customers and stakeholders.
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PRESENTATION
• Subtitle
New SV Clean Energy
PowerPoint Template
Item 8
PRESENTATION
SILICON VALLEY
CLEAN ENERGY
Peyton Parks, Energy Services Manager
May 23, 2025
Contractor Training
-formerly-FutureFit Fundamentals
•
•
•
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PRESENTATION
CD Contractor Training
Contractor Training is an ecosystem of two programs
1. paid online training to educate contractors about all-electric tech
2. stipends for each installation of SVCE-rebated appliances Educate a diverse workforce of tradespeople on electric alternatives to fossil fuel systems and appliances.
Build a bridge between electrification and profitability in their businesses Convert in-the-field installers into the driving salesforce for electrification •
•
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PRESENTATION
Top metrics
Trainings to Date
k 4
# Completions $ Awarded
296 $148,000
-
v
Install Bonuses to Date
k 4
# Completions $ Awarded
212
r-
$106,000
-
-J
$500 per contractor for completing
video trainings + quizzes
$500 bonus for appliances rebated by
SVCE Home Upgrades program
Total # Appliances
1/2!!
3 •
•
•
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PRESENTATION
Contractor Training - Collaboration Bonus
Bonus links trained contractors directly to SVCE programs Trained contractors get up to $5,000 per year for
installing projects through SVCE’s Home Upgrades
program
Offering this bonus directly to contractors lets us:
Incentivize contractors to promote
electrification on our behalf
Reach customers that aren’t yet tuned-in to
SVCE messaging
Solidify relationships with experts in the field
Encourages contractors to share FFH with their
customer base, win-win!
$500 Stipend
Awarded to
Contractor
Contractor gets
additional bonus to
reward use of
training $$$$
Customer comes to
contractor with
fossil-to-fossil
replacement project
Contractor Enrolls
and Completes
Training
Customer Customer claims
1J
Receives
Rebate
$$$$
Contractor informs
customer of
electrification with
SVCE, based on
training
SVCE electrification
rebate
4 Item 8
PRESENTATION
0 Contractor Feedback
Contractor surveys suggest that they are findingthe training valuable, as demand for electric conversions are on the rise. ‘7 liked that it was very informative, and I was able to learn about newer energy efficient appliances.”
“Comprehensive and easy”
“...we’re a growing business that’s expanding into a more electric, environmentally friendly future so I did enjoy learning about the electric heat pump technology along with the electric appliances...”
“It was interesting. Gave me good insights into electrification that I did not have. An easy program to navigate.”
5 Item 8
PRESENTATION
0 Potential Additions/lmprovements*
Main Panels and ‘Right-Sizing’ Small/Med Commercial Technology Create content relevant
to findings that full
electrification can occur
on 100-amp panels in a
majority of cases.
SVCE and industry
findings, plus expert
testimonials could fill one
additional module.
Create content that
explores electric
technology for light
commercial space and
water heating.
Will serve as an
introduction for residential
contractors that might want
exposure to light
commercial
6 *Currently in exploratory phases only
• Subtitle
New SV Clean Energy
PowerPoint Template
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PRESENTATION