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Silicon Valley Clean Energy Board of Directors
April 8, 2026

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April 8, 2026
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Silicon Valley Clean Energy Board of Directors
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• Subtitle
New SV Clean Energy
PowerPoint Template
Integrated Decarbonization
Roadmap: Pathways, Targets, and
Priorities
April 8th, 2026
Item 3

PRESENTATION
2 Discussion Objectives

1. Review program budget projections.

2. Review progress towards electrification goals and SVCE's impact.

3. Discuss prioritization strategy for budget scenarios and program tradeoffs.

Item 3

PRESENTATION
3 SVCE is developing two interdependent strategic
frameworks: Financial Levers & Decarb Roadmap.

Dec 2025: Board
Workshop
Values and
Priorities
March 2026:

Financial Levers
Context Setting
and Scenarios
Today: Decarb
Roadmap
Context, Modeling,
and Allocation
June 2026:

Financial Levers
Board Direction
August 2026:

Decarb Roadmap
Strategic
Recommendations
• SVCE core values
• Decarb program
tradeoffs
• Revenue projections
• Budget prioritization
options (levers)
• Example levers
strategy
• Program budget
projections
• Progress toward
goals
• Example re-prioritization and
impacts
• Tradeoffs discussion
• Board provides
direction on
changes in
budget trajectory
• Decarb targets
• Budget priorities
and guiding
principles
• Short-to-long term
strategic
recommendations
Item 3

PRESENTATION
$0M
$10M
$20M
$30M
$40M
$50M
$60M
$70M
$80M
$90M
$100M
2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 Current Program Budget Plan (2026-2040)
(illustrative)
Programs Fund Allocation Revenue (2% of total sales) General Programs Fund 4 Program budget – current planning forecast.
2026-2029: Higher budget
(~$23M/yr)
Spend down program fund from
$100M to $25M while adding 2%
of annual revenue (~$6M/yr) 2030-2035: Medium Budget
(~$11M/yr)
Spend down remaining $25M
program fund while adding
2% of annual revenue
2036+: Lower Budget
(~$6M/yr)
No remaining program fund
allocation, budget based on
2% of annual revenue
Item 3

PRESENTATION
5 SVCE’s holistic program portfolio delivers a variety
of benefits.

Program
Category Example Programs
Rebates and
Incentives
Home Rebates, Full-Service
Home Upgrades
Community
Reinvestment
Member Agency Grants, Income-Qualified Home Upgrades
Ecosystem
Improvement
Reach Codes, Contractor
Training, Permit Streamlining
Research and
Innovation
Innovation Onramp, Rate Pilot
Programs, Demand Flex pilots
Education and
Engagement Dream Home, eHub
Rebates and
Incentives, 62%
Community
Reinvestment,
13%
Ecosystem
Improvements,
9%
Research and
Innovation, 8%
Unallocated, 6%
Education and
Engagement, 2%
Average Annual Program Budget Allocation
(2026-2030)
Item 3

PRESENTATION
6 Progress towards electrification
targets and SVCE's Impact
Item 3

PRESENTATION
Climate targets require electrifying >1M machines
by 2045.
• 421,000 ICE vehicles converted to electric vehicles2
• Electrify 100% of commercial vehicle miles traveled (about 400,000 miles) 1 • Electrify residential appliances that include: 153k space heaters, 199k water heaters, 166k stoves, 81k dryers, fireplaces and spa/pool heaters3 • Electrify 5,500 Commercial Buildings & 1,700 Industrial Facilities that include: 11k furnaces, 8k water heaters, & 1.4k boilers3 • Switch to 100% carbon-free electricity sources (including DA accounts) Sources:

1. SVCE 2024 GHG Inventory

2. SVCE’s Vehicles Dashboard

3. SVCE Market Segmentation Study
7 Item 3

PRESENTATION
0 50,000
100,000
150,000
200,000
250,000
300,000
2025 2030 2035 2040 2045
Total Cumulative Installed HPWHs
Projected SVCE Territory HPWH Installs by 2045
Market Sales (Baseline) Statewide Building Codes
Air District Rules Member Agency Code Enhancements
SVCE Rebates and Incentives SVCE Ecosystem Improvement
Innovation and Technology Improvements Targets 8
HPWH requires more innovation or funding, growth
driven by policy; SVCE plays critical role.

HPWH Pathway:
• Based on best
available market
studies, forecasts,
and program data.
• Conservative Air
District compliance
(starts at 20%) grows
slowly.
• Current SVCE
program budget.

Item 3

PRESENTATION
0 50,000
100,000
150,000
200,000
250,000
300,000
2025 2030 2035 2040 2045
Total Cumulative HP HVAC Installs
Projected SVCE Territory HP HVAC Installs by 2045
Market Sales (Baseline) Statewide Building Codes
Air District Rules Member Agency Code Enhancements
SVCE Rebates and Incentives SVCE Ecosystem Improvement
Targets
Consumer demand is
stronger for HVAC compared
to HPWH as HP HVAC is
more cost competitive and
delivers real individual value
today.

Statewide, Air District, and
local polices key to adoption.

Pathway reflects rebates
ending after 2033.
9 HP HVAC is on track; policy + AC demand key driver;
SVCE support can phase out sooner.

Item 3

PRESENTATION
0 100,000
200,000
300,000
400,000
500,000
2025 2030 2035 2040 2045
Total Cumulative Registered EVs
Projected SVCE Territory Light-duty Electric Vehicles by 2045 Market Sales (Baseline) Statewide Building Codes
Member Agency Code Enhancements SVCE Rebates and Incentives SVCE Ecosystem Improvement National Market Changes
Targets 10
EVs have high uncertainty due to recent policy
changes; SVCE’s role is important but less influential.

Consumer demand supported
by policies are the main driver in
EV adoption.

Statewide building code and
SVCE programs help grow
adoption by increasing access
to charging.

Recommitments to EVs at a
federal level are likely necessary
to meet 2045 targets.

Pathway based on current
budget.

Item 3

PRESENTATION
11 Looking ahead:

How could SVCE prioritize investments
under different conditions?
Item 3

PRESENTATION
SVCE: Local, leading-edge, pragmatic, and
decarbonization focused.

At the December 2025 Special Board of Directors Workshop:

Directors leaned into the story of SVCE as local agency responsible for catalyzing decarbonization throughout the region. The agency should embody an innovative spirit to provide creative solutions, while remaining pragmatic and focused on efforts that lead to cost-effective results.

When deciding between programs that lead to rapid electrification and those that might be slower, the attendees leaned more towards focusing on rapid results. (This is a trade-off we will grapple with in more detail through the roadmap.)
Attendees recognized that not everyone in SVCE’s territory has the same decision-making agency when it comes to decarbonization, and suggested SVCE focus on groups in a position to act, such as property owners compared to renters and tenants.

This is initial input that staff are building early recommendations on. We will continue to grapple and discuss tradeoffs in more detail as we develop the roadmap.

Item 3

PRESENTATION
13 Key Takeaways from program
prioritization discussions:
• All groups put majority of funds
into incentives and rebates.
• Strong support for maintaining
local policy support and
ecosystem improvements.
• Less clarity on innovation and %
of incentives focused on low-income vs. market-rate customers.

Three workshops help inform scenarios: community
leaders, member agency staff, and SVCE staff.

Item 3

PRESENTATION
14 Our workshops highlighted several key tensions
and strategic tradeoffs.
“Incentives should go to
those most ready to electrify
to drive adoption fast.”
“The role of a public agency is to
focus resources on customers who
need the most help to electrify.”
“Innovation is risky and
already incentivized by the
free market.”
“Electrification will only happen at
scale when better options exist;
SVCE should use its mission to
support new and better solutions.”
“SVCE should prioritize deep
strategic investments where
decarbonization is least likely.”
“Funds should go where
electrification is cost-effective now;
when costs come down we can
electrify what is now hard.”
Item 3

PRESENTATION
15 All groups agreed that Rebates and Incentives
should be the focus but diverged on approaches.

Rebates and
Incentives
Open Direct Equally available to anyone who applies
(e.g., Home Rebates)
Targeted Direct
Deep Incentives
Need-based incentives
(e.g., Income-Qualified Home Rebates)
Investments where decarbonization is
least likely to occur
(e.g., Multifamily Direct-Install, C&I)
Item 3

PRESENTATION
Disclosure Notice: SVCE can't do it all – BUT our
investments can play a critical role.
16 Limitations:

1. Financial resources (budget)
Example: Rebate cost for residential water heaters = $30M per year

2. Influence (SVCE doesn’t directly control many of the most powerful levers)
Example: Types of EVs manufactured
Investment potential:

1. Catalyze adoption by reducing friction.

2. Serve as a force multiplier to maximize beneficial impacts of electrification.

3. Deliver tangible community benefits.

Item 3

PRESENTATION
17 • Maximize electrification under
any conditions.
• Some programs have growth
limits (e.g. local policy
investments).
• A balanced portfolio allows
SVCE to pivot, adapt,
expand, and contract.

Given high uncertainty, SVCE needs to ensure an adaptable structure that delivers impact under all conditions.

A.I.

Policy
Changes
Market
Conditions
Item 3

PRESENTATION
18 • Business-as-Usual (BAU) – Starts with high budget and slowly decreases to low budget over ~10 years (as currently planned)
• High Budget – Maintain today's spending levels (e.g. result of unexpected revenue influx) • Medium Budget – Decrease today's budget by half starting in 2027 (e.g. slower rate of program reserves spending and no new funding added from revenues) • Low Budget – Decrease today's budget by 3/4 starting in 2027 (e.g. much slower rate of program reserves spending and no new funding added from revenues) Today's discussion is about impacts of budget changes and program priorities, NOT about mechanisms to change budget or impact to SVCE reserves. The June financial levers conversation will focus on organizational impact of changing program funds.

Fluctuating budget is status quo for SVCE – scenario
planning is a key rationale for the decarb roadmap.

As part of the financial levers, the Board could decide to make changes to programs budget between 2026 and 2030. The following slides explore impact of three possible changes to inform later decision-making.

Item 3

PRESENTATION
$0M
$5M
$10M
$15M
$20M
$25M
$30M
2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2038 2039 2040 Annual Program Budget ($M)
Comparison of Program Budget Scenarios (2026-2040)
19 Program budget – current planning forecast.

Higher budget ($24M/yr)
Medium Budget ($12M/yr)
Lower Budget ($6M/yr)
Business-as-Usual
Item 3

PRESENTATION
20 Example Scenario: Consistent focus on direct support and ecosystem improvement – mainly open incentives.

Program Categories High Budget Medium Budget Low Budget Rebates and Incentives
$ $ $ $
$ $ $ $
$ $ $ $
$ $ $ $
$ $ $ $
$ $ $ $ $ $ $ $
Community Investments $ $ $ $ -
Ecosystem Improvement $ $ $ $ $ $
Research and Innovation $ $ $ $
Education and Engagement $ $ $
Note: Each $ equates to $0.5M–$1M per year.

Item 3

PRESENTATION
HP HVAC hits targets under all but low investment
scenario, HPWH only in the high scenario, EV never.
21 Key Takeaways:
• SVCE can have
significant impact by
maintaining focus on
direct incentives and
ecosystem
improvements in all
scenarios.
• Higher budget means
more electrification
over time.
0%
20%
40%
60%
80%
100%

HPWH HP HVAC EV
% of Machines Electrified by 2045
Technology Pathway Comparison: Proximity to Hitting 2045 Target Business-as-Usual (BAU) High Budget Scenario
Medium Budget Scenario Low Budget Scenario
Counter-Factual (without SVCE)
Item 3

PRESENTATION
The content we’re developing now will be presented to
the Board in April.
*Timeline subject to change
BOD Study
Sessions: values
and priorities
Dec. 2025
MAWG and
Community
Leaders
workshops
Feb. 2025
Board info item:

Targets and
Pathways
Apr. 2026
Stakeholder
expert
interviews
Board study
session: strategic
recommendations
May 2026 Aug. 2026
EC discussion:

Targets and
Pathways
Mar. 2025
EC
presentation:
reporting and
metrics
Jun. 2026
22 Board item:
final roadmap
for adoption
Oct. 2026
Item 3

PRESENTATION
23 Discussion Questions
• Questions about key numbers?
• How should SVCE prioritize rebate and incentive investments between open rebates equally available to all customers vs. targeted incentives for customers with greatest need?
• Are their priority areas that are missing that you would like evaluated for the roadmap?
• As a public agency, what is SVCE's role in research and innovation? (i.e., how do we balance risk vs potential reward?)
Item 3

PRESENTATION
24 APPENDIX
Item 3

PRESENTATION
25 All groups agreed that Rebates and Incentives
should be the focus but diverged on approaches.

Rebates and
Incentives
Open Direct
+ Benefits largest number of customers
+ Supports upcoming Air District rules
- Many customers would’ve electrified
without SVCE incentives (free-ridership)
Targeted Direct
Deep Incentives
Item 3

PRESENTATION
26 All groups agreed that Rebates and Incentives
should be the focus but diverged on approaches.

Rebates and
Incentives
Open Direct
+ Focuses resources on customers
least able to decarbonize
+ Reduces free-ridership
- Offerings may not be available to all
customers (potential political risk)
Targeted Direct
Deep Incentives
Item 3

PRESENTATION
27 All groups agreed that Rebates and Incentives
should be the focus but diverged on approaches.

Rebates and
Incentives
Open Direct
+ Targets specific areas where
decarbonization is least likely to occur
+ SVCE has already invested in setting up
programs and is ready to deploy
- Least flexible programmatically
Targeted Direct
Deep Incentives
Item 3

PRESENTATION
28 SVCE’s holistic program portfolio delivers a variety of benefits.

SVCE Program
Category Example Programs Benefits
Rebates and Incentives Home Rebates, Full-Service Home
Upgrades Direct reduction in upfront cost of electrification Community Investments Member Agency Grants, Affordable
Housing DI
Delivers investments into community priority areas, creates tangible
Ecosystem
Improvement
Reach Codes, Contractor Training,
Permit Streamlining
Reduces friction, improves cost effectiveness, transforms the market
Research and
Innovation
Innovation Onramp, Rate Pilot Programs,
Demand Flex pilots
Identifies and test solutions to key barriers to catalyze adoption; sometimes big win, sometimes no win
Unallocated - -
Education and
Engagement Dream Home, eHub Spreads the word about electrification, clarifies misconception, builds energy Item 3

PRESENTATION
29 Key Assumptions and Methodology Overview
Methodology was built on data and published studies whenever possible, and conservative but realistic estimates where needed.

Category Source
Market Sales (Baseline) California Heat Pump Partnership Blueprint (2025) CalMTA Induction Cooking Market Characterization Report (2024) BloombergNEF Vehicle Sales Outlook (2025)
CalMTA Commercial Rooftop Units Market Characterization Report (2025) SVCE Programs SVCE 2025 Programs impact data
Statewide Building Code Housing and Community Development (HCD) RHNA Data with SME assumptions for new construction compliance
Air District Bay Area Air District Rules 9-4 and 9-6 with SME assumptions for starting compliance and annual compliance growth
Member Agency Codes City of Mountain View reach code forecast Electric Readiness and 2-Way AC ordinances with SME assumptions for starting compliance and annual compliance growth
Policy Compliance Support SVCE SME assumptions
Item 3

PRESENTATION
Consumer demand alone won't achieve targets.

Sources:

1. California Heat Pump Partnership Blueprint (2025)

2. CalMTA Induction Cooking Market Characterization Report (2024)

3. BloombergNEF Vehicle Sales Outlook (2025)
0%
20%
40%
60%
80%
100%
Water Heating Space Heating Cooking Vehicles
Percent Total Machines Electrified
Percentage of Total Machines Electrified by 2045 through Natural Market Adoption
30 Item 3

PRESENTATION
• Subtitle
New SV Clean Energy
PowerPoint Template
Programs Impact
Summary 2025
April 8, 2026
Item 4

PRESENTATION
Amended

1. Programs: Why and What?

2. What we’ve accomplished &
learned

3. Customer stories

4. Where we’re going next
Overview
2 Item 4

PRESENTATION
Amended
3 Typical SVCE Customer
• Not aware of electrification
or minimal interest
• Worried about finances
• Overwhelmed by options
• Doesn’t know where to start
• Needs a quick, affordable,
and convenient solution
All customers just want to enjoy
their heating, cooling, or hot water!
Item 4

PRESENTATION
Amended
4 Why run
programs?
To help
customers
electrify quickly,
easily, and cost
effectively, while
meeting their
daily priorities.

Item 4

PRESENTATION
Amended
5 At SVCE, there's a
program for
everyone...

Item 4

PRESENTATION
Amended
6 Our Programs are designed to addresses
key barriers to decarbonization
Program Category Example Programs
Rebates and Incentives Home Rebates, Full-Service Home Upgrades, Zero Interest Financing Community Investments Member Agency Grants, Income-Qualified Home Upgrades Ecosystem Improvement Reach Codes, Contractor Training, Permit Streamlining Research and Innovation Innovation Onramp, Rate Pilot Programs, Demand Flex pilots Education and Engagement Dream Home, eHub
Item 4

PRESENTATION
Amended
7 At-a-Glance
7 Programs
30 active programs
$138M committed,
$44M expended
$28M committed to income-qualified customers
Item 4

PRESENTATION
Amended
Program Budget* % Spent*
Go Electric Advisor $892,000 79%
Home Rebates $14,000,000 86%
Contractor Training $1,700,000 55%
EV Rebates $1,500,000 59%
Business Rebates/ C&I Decarbonization $5,000,000 11%
Zero Interest Financing $5,200,000 10%
Full-Service Home Upgrades $14,000,000 13%
EV Charging Rebates $3,900,000 56%
Member Agency Grants $6,500,000 0%
Sample Program Budgets vs. Spending
Program spending varies by program type (e.g., rebates, direct install), number and type of customers served, and infrastructure type.
* represents an estimated budget and spent amount as of Dec 2025 Item 4

PRESENTATION
Amended
2025 Rearview
What We’ve
Accomplished &
Learned
9 Item 4

PRESENTATION
Amended
10 Top 6 Milestones
homes partially/fully
electrified
+1,550

AHEAD OF TARGET
2,900
customers assisted in
electrifying their homes
+2,261

AHEAD OF TARGET
2,900
Data as of 12/31/25 Numbers in orange represent change from 2024 to 2025 contractors trained
+77

AHEAD OF TARGET
370
Level 1 or 2 chargers installed
+111

STILL SCALING
620
EV Rebates provided to
low-income customers
+330

ON TARGET
330
web visits to eHub
+261K

AHEAD OF TARGET
345K
Item 4

PRESENTATION
Amended
0 200
400
600
800
Qtr1 Qtr2 Qtr3 Qtr4
No. of Home Rebates Applications Received
2024 2025
0 40
80 120
160
Qtr1 Qtr2 Qtr3 Qtr4
No. of SVCE EV Rebates in 2025

1. Limited-term rebates strongly drive
electrification
• Federal tax credits
sunsetting
encouraged more
rebate traffic in
second half of 2025
11 • +81% applications
received vs. 2024
• 50% more EV
rebates claimed in
Q3-Q4
Heat pump tax credits ended 12/31/25
EV tax credits ended 9/30/25
Key Improvement:

Launching limited-time
bonus rebates in 2026.

Item 4

PRESENTATION
Amended

2. HP HVAC is already popular but HPWHs
still need support
• HP HVAC uptake is
strong due to AC
demand & cost
similarity
• HPWHs need
continued support
12 • +18% more
HP HVACs
in 2025 vs.
2024
• -20% fewer
HPWHs in
2025 vs.
2024
0 500 1,000 1,500 2,000 2,500
HPWH

HP HVAC
Panel Upgrades
Induction
Pre-wiring
Meter Removals
No. of Appliances Rebated by Type
Key Improvement:

Increasing rebate value
for HPWHs in 2026.

Item 4

PRESENTATION
Amended
8%
13% 13%
18%
15%
16%
9%
6%
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
20%
Qtr1 Qtr2 Qtr3 Qtr4 Qtr1 Qtr2 Qtr3 Qtr4
Percent of Installs Receiving Panel Rebates

3. Panel optimization is possible,
especially when encouraged
• In 2025 Q3, limited
panel rebate to
replacements or
upgrades within
100A.
13 • % panel upgrades dropped in 2025 Q3-Q4
Panel rebate limited to 100A max
Key Improvement:

Continued education
needed to avoid
upsizing.
2024 2025
Item 4

PRESENTATION
Amended

4. SVCE is leading the way with innovative
programs
• Go Electric Advisor
provides ad hoc
customer support
via web chat,
phone, and email
• Replicated by 3
other CCAs
14 Key Improvement:

Continue to invest in
innovative programs
that provide practical
solutions.

Item 4

PRESENTATION
Amended

5. Direct Install
Programs
are forging a
new path
15 Item 4

PRESENTATION
Amended
16 Direct Install Programs don’t only electrify
Examples of efficiency upgrades covered by SVCE’s direct install programs:
• ENERGY STAR® Appliances
• Attic insulation
• Duct sealing
• Deeply buried ducts
SVCE also leverages third-party energy efficiency programs on behalf of direct install customers – these help lower ongoing operational costs • Low-Income Weatherization Program (multifamily): Offsets SVCE's out of pocket costs. • BayREN EASE (single-family): For IQ, 3rd party reduce SVCE's out of pocket; market-rate customers max. co-pay of $1,000.
• Valley Water Water-saving Devices (single-family): Free water-saving fixtures for customers to install themselves.

Item 4

PRESENTATION
Amended
Wei* is a retiree on a fixed income
who was only interested in a
water heater replacement. With
financial and technical support
from SVCE, Wei was able to
go all-electric and remove his gas
meter.

Lisa* is a Cal-Fresh recipient and
had a broken furnace. While
waiting for her electrification
upgrades, SVCE fixed her furnace
so she could have heat through
the winter.

Benefits
• SVCE handles project
start-to-finish
• Energy Advisors
troubleshoot issues
• Facilitates whole home
upgrades
A. White Glove Experience
Goal: Make electrification an “easy” button
*Customer names have been changed to protect customer identities.

Item 4

PRESENTATION
Amended
“I wanted to take
advantage of somebody
else doing all the hard
work for me and enjoying
the savings that SVCE
provides.”
– Bruce

Benefits
• Standardized pricing is
published online
• All rebates are
provided upfront to
lower customers’ out-of-pocket costs
B. Attractive Pricing
Goal: Save time and headache of negotiating pricing
“The [SVCE quote] was by far the best quote we received… having the SVCE quote in my pocket enabled me to negotiate a significant discount, so the whole experience was extremely valuable.” – Ravi*
*Customer names have been changed to protect customer identities.

Item 4

PRESENTATION
Amended
Petra* was told by contractors that it
was “too hard” to electrify with her
100-Amp panel in a neighborhood
with underground service.

SVCE’s load management strategies
allowed her to install a heat pump
water heater without upsizing her
panel.

Now, she is sharing her positive
experience with her neighbors!
Benefits
• Contractors and
Energy Advisors
educate customers
• Avoiding service
upgrades saves time
and money
C. Electrification Without Upsizing
Goal: Electrify smarter, faster, and cost-effectively
*Customer names have been changed to protect customer identities.

Item 4

PRESENTATION
Amended
Use color
change to
indicate new
topic, etc.
(Optional!)
Look Ahead
Where We’re
Going Next
Item 4

PRESENTATION
Amended
21 Coming soon to a program near you in 2026!
Home Rebates
• Offering limited-time rebate bonuses of $500 in fall and spring • 4 cities offering layered rebates through SVCE
Direct Install Programs
• Iterating and improving customer experience, program efficiency, and offering financing Go Electric Advisor
• Preparing to educate customers about Air District rules banning gas water heaters E-mobility
• New e-bike rebates launching by fall 2026
• Expanding EV charging rebates to workplaces and public locations Item 4

PRESENTATION
Amended
22 Looking ahead to 2027 and beyond
• Continue to scale programs to reach more customers
• Refine program operations for seamless delivery and optimize costs • Prepare programs to support and comply with new policies • Develop long-term targets, priorities, and metrics in the Integrated Decarb Roadmap
Learn more about programs
• Quarterly Programs Report included in BOD agenda packet • Visit eHub: https://ehub.svcleanenergy.org
Item 4

PRESENTATION
Amended
Thank you!
23 Item 4

PRESENTATION
Amended
• Subtitle
New SV Clean Energy
PowerPoint Template

APPENDIX
Item 4

PRESENTATION
Amended
25 Impacts by the Numbers: Homes
2,169
heat pump water
heaters installed
(+397)
incentives paid
out for home
electrification
(+$3.8M)
$8.7M 1,076
induction
cooktops or
ranges installed
(+137)
230
emergency
water heater
replacements
(new in 2025)
12 heat pump space
heating and
cooling systems
installed (+1001)
unique web visits to
eHub online
(+261K)
345K
homes receiving
electric appliances
installed by SVCE
(new in 2025)
20 customers served
through Go
Electric Advisor
service (+2,261)
2,978
Data as of 12/31/25 Numbers in orange represent change in last year Item 4

PRESENTATION
Amended
26 Impacts by the Numbers: Businesses
large businesses enrolled
in decarbonization
planning
(+10)
incentives paid out
for building
decarbonization
(+$81,700)
$131,200 16
contractors
trained
(+77)
371
Data as of 12/31/25 Numbers in orange represent change in last year small or medium
businesses partially
or fully electrified
(+4)
10 Item 4

PRESENTATION
Amended
27 Impacts by the Numbers: Transportation
34 1,616
users
managing EV
loads with
GridShift app
(+15)
Level 1 or 2
chargers installed
(+111)
multifamily
properties that
installed EV
charging (+8)
incentives paid for
EV charger
installations
(+1.7M)
622
40 $5.2M
properties received
EV charging
technical plans
112
public fleets
receiving
electrification
planning support
(+5)
15 DC Fast Charger
ports installed
(+14)
Data as of 12/31/25 Numbers in orange represent change in last year EV Rebates
Paid (new in
2025)
330
Item 4

PRESENTATION
Amended
28 Other Rebates and Programs
• Other Residential Electrification Rebates
• California Energy Smart Homes: $4,250 for whole home electrification; $250 for heat pump dryer; $1,000 for electrical panel
• Federal tax credits ended in 2025.
• Statewide rebate programs, including IRA-funded programs (HOMES and HEEHRA), ended or were fully subscribed in 2025. Some may resume in 2026 (TBD).
• Other Transportation Electrification Rebates
• Clean Cars for All: up to $12,000 for new or used EVs (income-qualified) • PG&E Pre-Owned EV Rebates: Up to $4,000 for used EVs (income-qualified) • Federal tax credits for EVs ended in 2025.
• Bay Area Air District Charge! Program: $3,500-$60,000 for L1, L2, or DCFC at multifamily or public locations (annual program; closed for 2025, TBD for 2026)
• Communities in Charge: $2,000-$12,000 for L1 or L2 at multifamily or other public locations (closed for 2025) • CALeVIP 2.0: $55,000-$100,000 for DCFC in DACs/low-income communities (closed for 2026) Other Rebates page for SVCE customers: Federal Tax Credits and State Rebates - SVCE Item 4

PRESENTATION
Amended

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