Valley Clean Energy Board of Directors Special Meeting – October 14, 2025 Item 11 – Smart Home Energy and Load Flexibility (SHELF) Pilot 1 yvonnehunterphotography.com
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Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 3 Item 11 – Smart Home Energy and Load Flexibility (SHELF) Pilot Road Map
• Introductions
• Background
• UC Davis CA Lighting Technology Center (CLTC): Mission, Activities and Focus Areas
• CLTC, SMUD & Panasonic Pilot: Virtual Home Energy
Management Systems
• VCE, CLTC & Panasonic: SHELF Pilot
RESEARCH INNOVATION PARTNERSHIP
633 Pena Drive, Davis, CA, 95618 | cltc.ucdavis.edu | PH: 530-747-3838, FAX:530-747-3812
CALIFORNIA LIGHTING TECHNOLOGY CENTER
- PARTNERSHIP WITH VCE AND PANASONIC
Jae Yong Suk, Ph.D., IALD, IES, LEED AP
Director, California Lighting Technology Center
Associate Professor, UC Davis Department of Design
4 CLTC’s Mission: To stimulate, facilitate and accelerate the development, application and commercialization of electric building systems & controls technology in pursuit of decarbonization, grid resiliency, and community wellbeing.
Mission-driven Activities:
Research & Development
Demonstration & Outreach
Education & Training
California Lighting Technology Center
5 Focus Areas • Building Controls • Indoor/outdoor Lighting • Smart Home • EV charging • Distributed Energy Resources • Human Factors • Market Assessment • Policy, Codes & Standards • Lighting Education 6 Virtual Home Energy Management Systems
The project is to enhance load flexibility solutions for buildings, which are major contributors to the state's energy use and emissions. In particular, CLTC researchers are focused on advancing the development of affordable products and strategies that can effectively control and reduce building energy use, emissions, and operating costs for residential solutions. 7 Summer (June 1st to September 30th) Average Controllable Load Across 8 Field Study Homes for Load Types
On
Peak & Plugs
Peak hours
Time of Use Plan
8 Hourly Flex Pricing Study Project
with Valley Clean Energy and UC Davis (CLTC)
Panasonic Corporation
•October 14, 2025
•Tom Ohira, R&D Manager
9 ©Panasonic Corporation of North America
Panasonic Holdings Overview
10 ＊As of March 31, 2025
Business Portfolio
Founded 1918
©Panasonic Corporation of North America
11 ©Panasonic Corporation of North America
Our Activity toward Energy Management
12 ©Panasonic Corporation of North America
Hourly Flex Pricing Pilot Study Overview
13 1. Background & Objectives :
• Evaluate how residential sector would respond to
Dynamic Price Signal
• How residential load shift would impact Valley Clean
Energy and CCA business
2. Timeline : September 2025 - September 2027
3. Study Scale & Location
• Region : VCE Service Territory
• Participants : 25 households
• Equipment (TBD)
- Battery Storage, EV charger, Heatpump Water
Heater
4. Study Target : Stable 25kW Peak Shift
5. Funding : Approx. $1.5M
Dynamic Price Signal
Automation Service
Provider
(Under Discussion)
Project Lead / Management
Participant
Communication &
Support
*All logos courtesy to each organization
Woodland Davis Winters
gridx
PG&E
Battery Storage Water Heater EV Charger
13 Thank You
14 Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 15 Item 11 – Smart Home Energy and Load Flexibility (SHELF) Pilot SHELF Pilot Goal: Testing Load Flexibility in Residential Sector • Concept: Test bed of 25 homes in Yolo County; 25kW peak shift; 2 years • Load flexibility hardware/software installations
• “Menu of options” for installation, Hourly Flex Pricing (HFP) • Customer incentives at beginning, annually (for HFP)
• Roles:
• VCE: customer outreach & recruitment; assisting w/ dynamic rates (HFP) process • CLTC: ops management; installation, tech support, conducting the study with customers, reports & analysis
• Panasonic: providing load flexibility hardware (e.g. battery storage) and software, funding
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 16 THE BOARD HAS TAKEN A BRIEF RECESS.
THE BOARD MEETING WILL
RESUME SHORTLY.
THANK YOU.
Valley Clean Energy Board of Directors Special Meeting – October 14, 2025 Item 12 – Large Load Rate Setting Policy
17 yvonnehunterphotography.com
Public Comments
18 To Provide Public Comment on any agenda item please:
➢ E-mail 300 words or less to: [email protected] OR
Join the Public Comment Queue by
➢ “Raising Hand” on Zoom Meeting
OR
➢ Press *9 if joining by phone
Emailed comments received before the item has concluded will be read into the record.
Emailed comments received after the item has concluded but before the end of the meeting will not be read but will be included in the meeting record.
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 19 Item 12 – Large Load Service – Introduction
Overview
Large new tech related electric loads are being added throughout the country. Most new loads are proximate to existing tech center “clusters,” but developers are increasingly looking for other hospitable locations. Tech and other electricity intensive loads can vary widely from below 10MW to facilities consuming 100s of MW, or more.
The purpose of this Board item and staff report is to discuss and seek Board approval of a Large Electric Load Customer Service Policy to establish a framework for how VCE would engage with and serve new large load customers.
This presentation will provide:
• Background & Introduction of proposed Large Electric Load Customer Service Policy • Summary and recommendation from CAC
• Consider Board approval
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 20 Item 12 – Large Load Service – Introduction
Relative Size
Existing VCE Loads:
• About 700,000 MWh / year Retail Sales (80 aMW)
• Industrial and Agricultural Customers ~ 20% of Load
• July ~ 125 aMW, September Peak ~210 MW
Large Load Additions:
• 10 MW Expansion, about 12% Load Increase.
• 100 MW Expansion, about 125% Load Increase.
• 1000 MW Expansion, about 1,250% Load Increase.
Should VCE Evaluate Potential New Large Load
Impacts and Provide Contract Service?
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 21 Item 12 – Large Load Service – Introduction
Background
VCE Mission
• VCE’s mission is to provide clean electricity, product choice, and greenhouse gas emission reductions --- all with local control at competitive prices.
Large New Load Considerations
• Renewable Resource Mix / Power Content Label
• Cost to Integrate/Serve New Load
• Impact on Existing Customers / Average Cost
• Is New Generation Included (Control, ISO Interface, Renewable, Fossil, etc.) • Operational and Financial Risks
• How to Serve? (Existing Tariff, Negotiated Sales Contract, Customer Control, Other) Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 22 Item 12 – Large Load Service - CAC Discussions 8/28/25 and 9/25/25 Topics Included:
• Impacts f(load size, characteristics)
• 2MW is > largest current customer
• Cost of Serving New Load
• May or may not be > Average Cost
• PSC Specific to each new large load
• PSC negotiation timeline based on complexity,
size, risk, customer needs, and completion of
interconnection facilities
• New loads may impact state/local power
supply resources availability and price.
• May help dilute Administrative & General
Costs (fixed staff, operations and overhead
expenses)
• Affect on financial reserves
• Impact on RA/RPS compliance and power
portfolio composition
• Are large loads “good” or “bad”?
• Spinoff Impacts (traffic, jobs, water usage,
etc). VCE to focus on electricity particulars
• Risk of non performance
• Staff perspective on proposed Policy
• Allows flexibility
• Address Risk
• Set Credit support parameters
• Integrate customer gen resources
• May allow customer market access
• Provides roadmap
A “new” customer may receive service from either VCEA or PG&E Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 23 Item 12 – Large Load Service - CAC Suggestions
CAC Suggestions
• Assure proposed Policy language includes/clarifies:
• New large loads are subject to all applicable VCEA policies • New large customers to provide periodic updates on
interconnection facilities/timing, projected load size trajectory, and service commencement date.
The proposed Policy includes language addressing CAC suggestions.
CAC Recommendation
Move proposed LEL Policy to October 2025 Board
meeting for consideration and approval.
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 24 Item 12 – Large Load Service – Draft Policy Summary
Why Establish Policy
• No Current Policy
• Evaluate/Address Operational/Financial Risk Impacts
• Evaluate/Address Cost/Rate Impacts
• Evaluate/Address Resource Portfolio Impacts
• Reduce Uncertainty / Provide Flexibility / Be Prepared Draft Policy – Principles
• Load Threshold: 2MW/20,000MWh
• Advance Notice to VCE
• Conduct Impact Study
• Projected Costs
• Existing Rates
• Renewables/Generation
• Financial Risk
• Credit Implications
• Periodic Schedule Updates
• Recover Service Cost
• Contribute to A&G
• Policy Compliance
• Credit Assurance
• Tariff or Power Sales Contract
• EROC Review
• Board Approval
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 25 Item 12 – Large Load Service – Draft Policy
Schedule
• Draft Policy Development May – Oct 2025
• August 2025 – 1
st CAC Introduction
• September 2025 - 2
nd CAC Discussion
• CAC Recommends Board Approval
• October 2025 – Board Consideration
RECOMMENDATION
Staff recommends Board approval of the proposed
Large Electric Load Customer Service Policy.
Valley Clean Energy Board of Directors Special Meeting – October 14, 2025 Item 13 – VCE 2026-2029 Strategic Plan Major Update
26 yvonnehunterphotography.com
Public Comments
27 To Provide Public Comment on any agenda item please:
➢ E-mail 300 words or less to: [email protected] OR
Join the Public Comment Queue by
➢ “Raising Hand” on Zoom Meeting
OR
➢ Press *9 if joining by phone
Emailed comments received before the item has concluded will be read into the record.
Emailed comments received after the item has concluded but before the end of the meeting will not be read but will be included in the meeting record.
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 28 Item 13 - VCE 2026-29 Strategic Plan Workshop: Overview Overview
This staff recommendation provides the Board with the opportunity to provide additional feedback and approve VCE’s 2026-2029 Strategic Plan Major Update.
This presentation provides:
1. Background
2. Review of additional 2026-2029 Strategic Plan Major Updates
3. Summary and Discussion
Strategic Plan 2026-2029
M A J O R U P D AT E T I M E L I N E
April 24
CAC
Introduction of Strategic
Plan Rough Draft &
Timeline
M A Y 2 2 ND
E S P A R T O
C O M M U N I T Y
C E N T E R - R I S E
CAC
Goals Outreach
1) Financial Strength /
Rates
2) Procurement &
Power Supply
May 22 June 26 July 24 August 28 September 11 October 14 A P R I L 2 4 TH
C I T Y O F D A V I S
C O N F E R E N C E
R O O M
J U N E 2 6 TH
U C A N R - D A V I S
J U L Y 2 4 TH
C I T Y O F
W O O D L A N D
C H A M B E R S
A U G U S T 2 8 TH
C I T Y O F D A V I S
C O N F E R E N C E
R O O M
CAC
Review of Preliminary
Draft Strategic Plan
recommendation &
Initial (#1) Survey
Results
CAC
2026-2029 Strategic Plan
Major Update
Recommendation
Board
Workshop Review of
CAC Strategic Plan
Recommendations,
Survey #1 Results and
Next Steps
S E P T E M B E R 1 1 TH
C I T Y O F
W O O D L A N D
C H A M B E R S
Board
Recommended
Strategic Plan Adoption
O C T O B E R 9 TH
C I T Y O F D A V I S
C O U N C I L
C H A M B E R S
CAC
Goals Outreach
1) Customers and
Community
2) Decarbonization
and Grid innovation
Brief Survey Issued May
1 st – Points allocation for
customer priorities
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 30 Item 13 –Strategic Plan Update (2026-29): Background Plan Update Development Feedback/Input
Plan update development feedback/input included:
• 2 public CAC workshops & 1 Board workshop
• Comments and feedback from
• Customer Survey (200+ responses)
• CAC Task Group
• Community Advisory Committee (Recommendation without modification) • VCE Board of Directors
Based on gathered feedback, general themes and several specific points outlined below were incorporated into the draft Plan Update.
• Affordability
• Incorporating additional local distributed energy resources into VCE’s resource mix • Specific reference to energy resilience and energy efficiency/weatherization • Affirming commitment and focus on low-income and other vulnerable customers Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 31 Item 13 –Strategic Plan Update (2026-29): Goal/Objective Updates Board Workshop feedback updates:
• Goal 2 was updated with additional resiliency language • Goal 6 updated for VCE growth, development, and effectiveness • Objective 6.3 updated to prioritize possible load growth and expansion • Addition of Appendix I for definitions of renewable and carbon fee electricity Updated Goal 2 (Recommended):
Manage power supply resources to consistently exceed California’s Renewable Portfolio Standard (RPS) while working toward a resilient resource portfolio that is 100% Carbon Free and a minimum of 90% Renewable by 2030.
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 32 Item 13 – Strategic Plan Update (2026-29): Summary & Recommendation
Summary
Staff believe the recommended 2026-2029 Strategic Plan Major Update represents a balanced approach to moving the organization forward with setting reasonable goals for the near-term based on input from VCE’s stakeholders. Staff and the strategic plan task group will keep the CAC updated based on any proposed changes that result from the Board workshop and adoption process.
Recommendation
Staff is seeking Board approval of VCE’s 2026-2029 Strategic Plan Major Update.
Valley Clean Energy Board of Directors Special Meeting – October 14, 2025 Item 14 – End of Session Legislative Update – Pacific Policy Group 33 yvonnehunterphotography.com
Public Comments
34 To Provide Public Comment on any agenda item please:
➢ E-mail 300 words or less to: [email protected] OR
Join the Public Comment Queue by
➢ “Raising Hand” on Zoom Meeting
OR
➢ Press *9 if joining by phone
Emailed comments received before the item has concluded will be read into the record.
Emailed comments received after the item has concluded but before the end of the meeting will not be read but will be included in the meeting record.
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 35 Item 14 – End of Session Legislative Update – Pacific Policy Group January 10, 2025
No deficits. A “modest” surplus of $363 million.
Almost $17 billion more in revenue than planned.
Gov. Gavin Newsom’s office laid out its vision today
for how California should spend its considerable
bounty, a total budget of $322 billion — projected to
be the second largest state spending plan ever.
May 14, 2025
California faces an additional $12-billion
budget deficit, Newsom says
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 36 Item 14 – End of Session Legislative Update – Pacific Policy Group SB 237 (Grayson)
Petroleum Supply
AB 12707 (Irwin)
Cap & Trade
SB 254 (Becker)
Wildfire Fund/
Affordability
AB 825 (Petrie-Norris)
Regional Grid
SB 840 (Limon)
GGRF
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 37 Item 14 – End of Session Legislative Update – Pacific Policy Group
SELF-GENERATION
INCENTIVE PROGRAM
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 38 Item 14 – End of Session Legislative Update – Pacific Policy Group CCAS AB 825:
DEMAND SIDE
MANAGEMENT
COUNCIL
Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 39 Item 14 – End of Session Legislative Update – Pacific Policy Group Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 40 Item 14 – End of Session Legislative Update – Pacific Policy Group Item X – Short Title and Slide Description [Calibri (Body) 29 font (not bold)] 41 Item 14 – End of Session Legislative Update – Pacific Policy Group