1 • Subtitle
New SV Clean Energy
PowerPoint Template
Integrated Decarbonization Roadmap Discussion:
SVCE's 2045 Vision and Role
June 26th, 2026
1 Item 3
PRESENTATION
2 The Roadmap will answer three key questions.
1. What is SVCE's vision for a decarbonized 2045? < Today
2. What is SVCE's role is advancing this future? < Today
3. How do we track progress?
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3 Build upon the strengths of SVCE’s 2018 strategy and offer key refinements that reflect our growth and current times.
Strategic Focus 2018 Roadmap 2026 Roadmap
Goals and Targets Regionwide GHG target + targets by machine type Focus on Buildings and
Transportation Electrification
Identified early-stage
programs to grow portfolio
Evaluated success and
balance portfolio based on
results and budget
Integrate supply and demand
planning
Supply and demand planning
separate
Integrating where beneficial
Evaluation and decision-makingClear decision-making
framework
+ comprehensive and
consistent evaluation criteria
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4 Discussion Objective
Presentation Outline:
1. Developing a Vision Statement
• Values, technologies, process
2. Clarifying SVCE's role
• Review and discuss key input details
Gather additional input to develop SVCE's 2045 vision
statement and our role in achieving that vision. Input will be used to inform August study session materials.
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PRESENTATION
The Roadmap will
include a 2045
Vision Statement.
Today's discussion
will inform the draft
statement brought
in August.
Discussion broken into: • Values • Technologies • Process 5 Item 3
PRESENTATION
6 SVCE is working toward a clean energy future
that is...
Comprehensive and Inclusive – All buildings and transportation run on carbon-free energy; everyone benefits.
Safer and Healthier – Less pollution means cleaner air, less disease, and safer communities.
Affordable and Accessible – Electric is the easiest and most cost-effective choice Community-Centered – Clean energy empowers every community to thrive in it’s own unique way.
People-Focused – Clean energy is about helping people to live and thrive.
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7 Inclusive & Comprehensive: Clean energy is
everyone and for everyone.
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8 Health and Safety: Pollution free energy reduces
pollution and increases health.
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9 Affordable & Accessible: Clean energy powers
people's lives affordably and easily.
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10 Community Centered: The clean energy future
empowers communities to thrive in their unique way.
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11 People Focused: The clean energy future makes
people's lives better.
A place called home. A future business dream.
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What is SVCE’s vision for the future of clean
energy technologies?
Sector Enables Success Key Questions
• All-electric
• Mostly heat pumps
• Cooking is induction
• Battery-integrated appliances?
• Highly flexible, minimally, barely?
• What are new retrofit friendly technologies like?
• Passenger vehicles are electric
• Most fleet vehicles are electric
• Charging is commonplace
• How are heavy duty vehicles powered?
• What car brands win and who makes them?
• Is most travel autonomous? Flying?
• Are vehicles used as back up batteries? Grid level?
• Customers have access to clean
energy when they need it
• Demand is more flexible
• Marginal solution or massive?
• Is flexibility mostly controlled at distribution level, building level, or appliance level?
• The exact regulatory structure/business models
• Significantly more clean firm power
• Improved matching of clean supply to
demand
• What the clean firm resource mix is – nuclear, geo, CCS • The role and size of flexible loads as resources
• Amount of carbon that is offset/removed
Transportation
Demand Flex
Power Supply
Buildings
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PRESENTATION
PROVE (2020-2026)
• Test new technologies to
demonstrated feasibility.
• Launch early programs.
• Build support for
decarbonization
transition.
• New construction reach
codes.
• Incentivize market
through rebates and
grants.
13 The transition will happen in a phased progression
that can inform SVCE’s priorities.
DEVELOP (2027-2032)
• Deploy machines where
most feasible to
increase demand and
lower overall costs.
• Increased demand will
lower costs over time.
• Focus on electric
readiness to reduce
future retrofit costs.
• Continued
experimentation and
policy efforts to reduce
barriers (BE, TE, DF).
BUILD (2033-2038)
• More rapid
technological
innovation.
• Expand beyond early
adopters to wider
audience.
• SVCE programs shift to
more targeted and
direct investments.
• Wider market-driven
adoption of
nonresidential
electrification.
DEPLOY (2039-2045)
• Managed gas transition
planning for system-wide decommissioning.
• Build out of EV
charging infrastructure
to replace current gas
station network.
• Focus on hardest-to-electrify segments such
as restaurants, high
temperature process
heating, etc.
2030: 270K machines 2035: 532K machines 2045: 1M + machines
MILESTONES
2025: 104K machines
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14 While the broad phases hold true, each technology
develops at its own pace.
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15 Success requires policy, incentives, and private sector alignment.
Policies needed to mandate pollution reduction where sensible and reduce friction everywhere else.
Ex: appliance standards, building codes
Incentives make electrification more attractive and increase demand.
Ex: rebates, grants
Private sector invests in innovation and ultimately mass deployment.
Ex: 120V water heater
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Summary of SVCE’s vision for transition process
Each phase builds on the previous to expand electrification and ensure no one is left behind or pushed too fast.
Success requires policies, incentives, and market action.
To maximize impact, SVCE’s priorities should be informed by the phase of the transition we are in.
Lack of demand due to high upfront cost is the key barrier for all technologies 2027- 2032.
Business models, rate structures, and technology pathways will be clarified 2027- 2038.
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s
Discussion Questions
What are your thoughts on the listed values for SVCE's 2045 vision?
• Comprehensive and Inclusive
• Safer and Healthier
• Affordable and Accessible
• Community-Centered
• People-Focused
Do you have questions on the technologies or transition phases?
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PRESENTATION
What is SVCE’s
role in
achieving this
vision?
18 Item 3
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SVCE is positioned to provide consistent funding
offer technical support, and build partnerships
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Recap of December 2025 Board workshop
Board members were asked to choose between “electrification trade-offs”:
1. Moving quickly vs. deep investments to unlock barriers?
2. Equal incentives for everyone vs. needs-based incentives?
3. Programs serving all customers vs. focus on property-owners?
4. SVCE’s role in innovation?
Summary of values statements from workshop:
• Prioritize rapid results rather than investing in slower areas. • Focus on property owners in a position to act rather than renters and business owners. • As an LSE, we need to have some level of programs and offerings for all customers. • The benefits of electrification need to be community-wide and accessible to everyone. • Innovation is important but investment needs to be pragmatic and tied to clear policy goals.
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21 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.
Local Stakeholders: Emphasize rebates and
emissions reductions.
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22 • Public money should go to
those most in need
• Innovation important, but role
unclear
• Tension in the timing of
targeted incentives and deep
incentives
Staff: Invest in those with highest need, ensure
benefits for all.
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PRESENTATION
23 Much of direction clear; a few areas benefit
from more discussion.
More discussion:
❑ Balance of investment in
expensive/really difficult to electrify
❑ SVCE’s role in innovation
Clear direction:
✓ Direct Incentives and rebates core of
investment
✓ Local policy and capacity building
biggest driver of adoption
✓ Marketing and engagement should
continue
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PRESENTATION
24 Balance of investment in expensive/hard to
electrify
Stakeholder Input
• Board: focus on fast and ready
to electrify
• Stakeholders: focus on fast and
ready to electrify
• Staff: mixed
Really expensive/hard electrification typologies
include:
• Multifamily EV charging
• Large commercial (includes public sector)
• Small- and medium-sized businesses
• Older affordable housing
Example Balance 2027-2032 – for discussion
• Continue to serve challenge typologies to ensure programs available to everyone. • Implement ways to lower cost where feasible.
• Decrease funding where sensible to enable accelerating electrification where demand is growing.
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25 Stakeholder Input
All groups emphasized maintaining innovation, while also being pragmatic and focused Research and Analysis
Research supports the need for continued innovation during 2027-2032, particularly in identifying and assessing technical solutions and policy improvements for electrification retrofits (both TE and BE). SVCE is well-positioned for this type of work.
Example Focus 2027-2032 – for discussion
• Maintain a stable, but small innovation budget focused on identifying and testing solutions that can quickly scale to lower cost and/or improve policy. • Studies/pilots will be timebound and have a clear path to share results. Ideally, the work will have partners, such as universities, to lend credibility and reach to the work. • Examples: 100-amp panel pilots, cost studies using real data, etc.
Focus of Innovation
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PRESENTATION
Draft strategic recommendations build on six months
of stakeholder discussions and feedback.
*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: vision,
role, strategy
May 2026 Aug. 2026
EC discussion:
Targets and
Pathways
Mar. 2025
EC discussion:
Vision and Role
Jun. 2026
26 Board item:
final roadmap
for adoption
Oct. 2026
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27 Discussion
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PRESENTATION
Discussion Questions
Do the listed values for SVCE's 2045 vision align with how your views of SVCE’s values for the future?
• Comprehensive and Inclusive
• Safer and Healthier
• Affordable and Accessible
• Community-Centered
• People-Focused
Do you need additional information about the transition phases? Item 3
PRESENTATION
Discission Questions
Do you agree with the example balance for expensive/hard? Example Balance 2027-2032 – for discussion
• Continue to serve challenge typologies to ensure programs available to everyone. • Implement ways to lower cost where feasible.
• Decrease funding where sensible to enable accelerating electrification where demand is growing.
Do you agree with the example focus for innovation? Changes? Example Focus 2027-2032 – for discussion
• Maintain a stable, but small innovation budget focused on identifying and testing solutions that can quickly scale to lower cost and/or improve policy.
• Studies/pilots will be timebound and have a clear path to share results. Ideally, the work will have partners, such as universities, to lend credibility and reach to the work. • Examples: 100-amp panel pilots, cost studies using real data, etc.
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30 Thank you!
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1 • Subtitle
New SV Clean Energy
PowerPoint Template
2026 Customer
Survey Findings
Executive Committee
June 26, 2026
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PRESENTATION
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 high favorability.
• Survey findings will be shared via consent at the board meeting.
Purpose
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PRESENTATION
SILICON VALLEY ®CLEANr nr ENERGY
3 Background & Methodology
SVCE runs an annual residential customer survey to measure SVCE and electrification awareness
Goal: Measure SVCE customer awareness and interest in
electrification
• Survey conducted February 12 – March 2, 2026
• 854 residential customers responded, overall margin of error ±3.4 percentage points
• Administered online, outreach conducted via email and mail • Offered a chance to win a $100 gift card to complete
Survey Language
Distribution
Number of
Completes
English 822
Vietnamese 2
Spanish 8
Mandarin 22
Total 854
Breakdown of Selected Survey
Languages
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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.
• Respondents closely resemble
the actual service area SEVI
breakdown
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PRESENTATION
SVCE
Awareness
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PRESENTATION
6 Customers still care most about keeping the cost of
electricity low
• The importance of generating
electricity from clean
resources jumped to 77%
from 58% in 2024*.
• Offering services, such as
rebates and installation, also
increased to 68% from 56% in
2024*.
% Total Important 2026 2024*
Keeping the cost of electricity low 93% 92%
Generating electricity from clean
energy sources 77% 58%
Offering services, such as rebates and
installation support for efficient electric
appliances
Previously, “Offering services, such as
rebates”
68% 56%
*Previous scale used: Extremely important, very important, moderately important, slightly important and not at all important. Previous n=476
How important is it for your energy provider to focus on that service? Item 4
PRESENTATION
7 Awareness of SVCE consistent with prior
years, with high prompted awareness
• 16% of respondents believe they
purchase electricity from SVCE (and/or
mention combo with PG&E) without
prompting, vs. 12% in 2024.
• After clarifying that PG&E provides delivery
services to those who selected “PG&E only:”
• 33% of respondents either know SVCE
as their electricity provider or name SVCE
as their electricity generation service
• In 2024, 21% of respondents indicated
they sourced their electricity from SVCE,
and 71% said PG&E
81%
8%
8%
2%
PG&E
SVCE
PG&E and SVCE
Other
From whom do you currently purchase electricity?
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PRESENTATION
8 Awareness of SVCE shows higher prompted
awareness
• After letting survey respondents know
SVCE is an electricity provider in the
region:
85% say they had heard of SVCE
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2020 2022 2023 2024 2026
2020 2022 2023 2024 2026
SVCE Awareness Recall – Who Do Respondents Purchase
Generation Services From?
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PRESENTATION
9 High Favorability of SVCE
• New question in 2026.
• SVCE has an overall
71% favorable rating.
What is your opinion of each of the following organizations? Item 4
PRESENTATION
10 Customer favorability increases with greater SVCE
engagement
• Respondents who have
visited the SVCE
website or state that
they know SVCE
have much higher
favorability ratings.
What is your opinion of each of the following organizations? Item 4
PRESENTATION
11 There is an ongoing need to further engage
SEVI 4 and to continue offering IQ programs
50%
42%
41%
41%
31%
SEVI 1 (22%)
SEVI 2 (25%)
SEVI 3 (23%)
Overall
SEVI NA (9%)
SEVI 4 (21%)
Percentage of Customers Able to Accurately Identify Statements • Accurate knowledge of
SVCE is notably lower
among SEVI 4 (most
vulnerable) customers.
• SEVI 1 has the most
accurate SVCE knowledge
(homeowners, higher-income customers, and
those unconcerned about
paying bills closely track
SEVI 1).
Customers were asked to indicate whether they agreed or disagreed with a series of statements about SVCE.
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PRESENTATION
Willingness to
Pay
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13 More than two thirds of customers indicate they
would pay slightly more for clean energy
• Only 30-34% customers
would switch to dirtier
electric generation to
save $1-10 per month.
• This number increases to
50% of customers if the
savings are >$10 per
month.
• For reference, +/- 1% is
estimated to be +/- $0.58
per month based on the
average residential
customer bill.
Dollar amounts shown were for survey question simplicity and do not reflect any future recommended SVCE rates.
Do you agree or disagree with that statement?
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PRESENTATION
14 Automatic enrollment is preferred by the majority,
even if the cost is a bit more
• New question in 2026.
• Most customers prefer
to remain automatically
enrolled in a cleaner,
more renewable
energy option, even if it
costs a bit more.
• Support is highest
among SEVI 1 and NA,
older, and homeowner
customers
If your city or county elected officials voted to transition your electricity supply to receive a higher percentage of renewable energy, all customers within that jurisdiction would be automatically enrolled to receive this cleaner, renewable energy.
Thinking of this, would you…
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PRESENTATION
Electrification
Trends
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PRESENTATION
16 The likelihood of purchasing all
appliances/equipment is down from prior years
• Survey indicates the
likelihood
of purchasing all
appliances/equipment
is down from prior
years.
• This may be due to
greater market share of
some technologies (EVs
and solar), the loss of tax
credits, and broader
economic conditions. *Previously asked on a different scale. Asked as a multiple-response question in 2026. **Slight language change between 2026 and 2024.
***Survey conducted pre-Iran war. The 2024 survey’s small sample size increases the margin of error.
Likelihood to Purchase
2026 2024* 2023*
Smart thermostat 13% 27% 20%
Electric vehicle 15% 34% -
Solar panels** 12% 23% -
Electric yard and garden equipment 7% 13% 15%
Heat pump HVAC 14% 24% 19%
Level 2 electric vehicle charger** 11% 30% 17%
Induction cooktop/stove 16% 17% 15%
Heat pump water heater 16% 20% -
Battery storage for solar panels** 20% 23% -
Please indicate which of the following appliances or equipment that you are likely to purchase for your home in the next 3 years.
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PRESENTATION
17 Cost was cited in the top 5 barriers for each
technology (consistent with all past surveys)
Technology-specific barriers that were among the top 5 barriers for each technology:
• EVs: Driving range, cost, having no place to charge at home • Heat pump water heaters: Cost, not knowing enough about the tech. • Solar/battery: Cost for battery, cost for solar, can’t install at home • Induction: Most (84%) are not interested; want user guides, info about comparison to gas, and some interest in health benefits.
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Marketing and
Program
Insights
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19 Greatest awareness of SVCE rebates for HPWH/HVAC, EV rebates, and the 2025 one-time bill credit
How aware are you of this service or program offered by SV Clean Energy? Item 4
PRESENTATION
20 51% of customers surveyed have been to the SVCE
website
• Represents a significant
increase from 2024
(35%) and 2023 (22%).
• Most report finding the
website through an email,
physical mail, or online
search (the most popular
ways to receive information
from SVCE).
• Postal mail has a good
reach with SEVI 3 and 4.
How did you discover the SV Clean Energy website?
Please select all that apply.
SEVI 1
(22%)
SEVI 2
(25%)
SEVI 3
(23%)
SEVI 4
(21%)
Email 24% 24% 21% 24%
Postal mail 9% 12% 18% 20%
Online search 13% 11% 9% 7%
Community newsletter 9% 7% 7% 9%
Online Ad 3% 3% 4% 7%
Social media 5% 2% 4% 5%
Video Ad 0% 1% 2% 1%
I have not visited the website 51% 54% 50% 41%
Previous rates of website visitation:
• 2026: 51%
• 2024: 35%
• 2023: 22%
• 2022: 22%
• 2020: 14%
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PRESENTATION
21 Customers visited the SVCE website for rebate and
incentive information the most
• Rates came in second most
common this year (rates have
always been first in prior surveys).
For which of the following reasons did you visit the SV Clean Energy website? Please select all that apply.
47%
31%
23%
20%
20%
17%
9%
6%
Rebates and incentives
Review electricity rates
Answer questions about my energy bill
Efficient, electric appliances
Electric vehicles or EV charging
Home solar and batteries
Payment assistance programs
Other
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PRESENTATION
22 Discounted electricity rates are still the future
program with the greatest interest
• Rebates for home battery
storage increased the most from
40% in 2024 to 61% in 2026.
• Low or zero-interest financing for
electric home upgrades (54%) and
e-bike rebates (39%) both increased
14%.
Program 2026 % 2024* %
Discounted electricity rates
for customers participating
in certain programs
84% 92%
Rebates for new home
battery storage systems 61% 40%
Low or zero-interest
financing for electric home
upgrades 54% 40%
Rebates for purchasing e-bikes 39% 25%
*Please note small changes in question wording.
How interested would you be in that program?
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PRESENTATION
23 Purchase considerations continue to be dominated
by cost
• When making purchasing
considerations for home
appliances, cost is #1,
followed by health and
safety, then
convenience/performance.
• Environmental impact ranks
last again. This does not
change our mission but
affects our messaging and
marketing approaches.
41%
26%
15%
12%
23%
25%
30%
17%
17%
32%
26%
21%
Cost
Health and safety
Convenience/performance
Environment impacts
First Choice
Second Choice
Third Choice
Please rank the following considerations when making decisions about your home and the products you purchase in order from most important to least important.
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PRESENTATION
24 All-Electric Home Beliefs
• Seemingly significant
increase in belief that
electric appliances and
equipment are better for the
environment.
• Respondents continue to
believe that all-electric
homes:
• Can improve indoor and
outdoor air quality (78%)
• Are more efficient (65%)
• More reliable (55%)
• But are more expensive
to operate (67%).
% Total Agree 2026 2024202320222020
All-electric homes have better air quality1
78% 83% 73% 73% 75%
Driving EVs is better for the environment than gas vehicles 77% 73% 69% 77% 81% Electric appliances are better for the environment than those that use natural gas, which is a fossil fuel2 76% - 60% 57% 54% Using an induction cooktop/stove is safer than using gas 75% 70% - - - Using electricity to power your water heater is better for the environment than using natural gas, a fossil fuel3 74% 69% - - - All-electric homes are more expensive to operate than
homes with non-electric appliances and equipment4
67% 70% 64% 61% 62%
All-electric homes are more energy efficient 65% 67% 54% 53% 52% All-electric homes are less reliable 45% 33% - - -
Do you agree or disagree with that statement?
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PRESENTATION
25 • More people are visiting SVCE website resources.
• Aided and unaided awareness have improved.
• New findings on favorability are positive.
• Likelihood to purchase is down for all technologies.
• Perceived and real concerns for technology adoption can continue to help inform messaging and education strategies.
• Opportunity to increase outreach to SEVI 3-4 to increase electrification education in more vulnerable groups and continue to implement and improve income-qualified offerings.
Summary
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SILICON VALLEY ®CLEANr nr ENERGY
26 Questions?
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