Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets as necessary.)
1. Contractor/Organization Name: Alliance for Cooperative Energy Services Power Marketing LLC
2. Type of Entity:
[X non -government • nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers of Contractor/Organization:
See Attached Exhibit A
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
None
Prepared by: Sappeals
Title: Senior Vice President & CRO
Phone: 317-344-7000
Date: August 26, 2022
Request for Proposals - 2023 Integrated Resource Plan Production Cost Modeling and Consulting Services RFP
Release Date: Thursday, April 14, 2022
Exhibit A
3. Name(s) of trustees, directors, partners, officer of Contractor/Organization:
Michael Thomas Steffes | President & CEO
Andy Whitesitt Senior Vice President & CBDO
David H. Claspell Senior Vice President & CFO
Jeffrey L. Walker Senior Vice President & CRO
Jason Painter Senior Vice President & CSO
Matthew Fischesser Vice President & CIO
Leah Smith Vice President of External Affairs
Joanna Lehner Vice President of Finance and Accounting
Paula Rabb Vice President of Human Resources
Keith Pope Vice President of Portfolio Management - East Region Todd Pilcher Vice President of Portfolio Management - West Region Graham Becker Vice President of Portfolio Strategy
Andrew Hall Vice President of Portfolio Strategy-East Region Eric Laverty Vice President of Regulatory and Reliability Services Melissa Fischer Vice President of Risk Management Services Request for Proposals - 2023 Integrated Resource Plan Production Cost Modeling and Consulting Services RFP
PORATED S Release Date: Thursday, April 14, 2022
1.4. Disclosure Pursuant to the City of Pasadena Taxpayer Protection Amendment Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets as necessary.) Contractor/Organization Name: Ascend Analytics Inc.
Type of Entity:
x non-government o nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers of Contractor/Organization:
Gary Dorris
Sean Burrows
Vena Kostroun
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Gary Dorris
Sean Burrows
Vena Kostroun
Prepared by: Sonny Menon
Title: Managing Director Business Development
Phone: (720) 484 4884
Date: 5/16/22
4 | Page
TAX PAYER PROTECTION AC
Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets us necessary.) Contractor/Organization Name:
Black & Veatch Management Consulting, LLC
2. Type of Entity:
s non-goverment a nonprofit 501(c)(3), (4), or (6)
Name(s) of trustees, directors, partners, officers of Contractor/Organization:
1. Andrea Bernica, Vice President & Secretary 11. Kenneth L. Williams, CFO & Exec. Vice President
2. Kimberly Demel, Secretary 12. M. Joe Zhou, Associate Vice President
3. Chris J. Klausner, Assoclate Vice President
4. Harry Harji, Associate Vice President
5. Kevin T. Hinkle, Associate Vice President
6. Deepa Poduval, Senior Vice President
7. Kate A. Rainbolt, Assistant Secretary.
8. John J. Janchar, President
9. Jeffrey Stamm, Senior Vice President
10. Robert T. Wilhite, Senior Vice President
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
BVH, Inc. (100%)
Prepared by: Chris Klausner Chis Keams
Title: _ Associate Vice President
913-458-4145
Phone:
Date: 05-25-2022
Request for Proposals - 2023 Integrated Resource Plan Production Cost Modeling and Consulting Services Release Date: Monday, April 25, 2022
CALIFORNIA CERTIFICATION
Black & Veatch does not claim preference as a small or micro-business.
BV.COM BLACK & VEATCH | SECTION 3 REQUIRED CERTIFICATIONS AND FORMS 1010
Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
(If printing, please print legibly. Use additional sheets as necessary.) Contractor/Organization Name:
Northwest Economic Restarch LIC
2. Type of Entity:
• non-government a nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers of Contractor/Organization:
LON L. PETERS, SOLE MEMBER
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
LON L. PETERS
prepared by TaI
Title: Sole Momber
Phone: 503.709.5942
2022
Date: May : 30,
Request for Proposals - 2023 Integrated Resource Plan Production Cost Modeling and Consulting Services RFP
Release Date: Monday, April 25, 2022
10 •
Disclosure Pursuant to the
City of Pasadena Taxpayer Protection Amendment
Pasadena City Charter, Article XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets as necessary.)
1. Contractor/Organization Name:
. Siemens Industry, Inc.
2. Type of Entity:
a non-government o nonprofit 501(c)(3), (4), ог (6)
3. Names) of trustees, directors, partners, officers of Contractor/Organization:
Ruth Gratzke, CEO
Marsha Smith, CFO/Treasurer
Craig Langley, General Counsel
Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
Siemens Corporation - 100%
Prepared by: Martha Addison
Title: _ Sales Support
Phone: +1 (571) 8881670
Date: June 1, 2022
Request for Proposals - 2023 Integrated Resource Plan Production Cost Modeling and Consulting Services RFP
Release Date: Monday, April 25, 2022
Disclosure Pursuant to the
City of Pasadena Taxpayer Protection
Amendment Pasadena City Charter, Article
XVII
Contractor/Organization hereby discloses its trustees, directors, partners, officers, and those with more than 10% equity, participation, or revenue interest in Contractor/Organization, as follows:
(If printing, please print legibly. Use additional sheets as necessary.) Contractor/Organization Name: CRA International, Inc.
2. Type of Entity:
X non-government o nonprofit 501(c)(3), (4), or (6)
3. Name(s) of trustees, directors, partners, officers of Contractor/Organization:
Paul Maleh, President and CEO
Dan Mahoney, CFO
Jonathan Yellin, EVP and General Counsel
Richard Booth, Director
William Concannon, Independent Director
Christine Detrick, Director
Nancy Hawthorne, Director
Robert Holthausen, Director
Roland Moriarty, Chairman Emeritus
4. Names of those with more than 10% equity, participation or revenue interest in Contractor/Organization:
FMR, Inc. (institutional owner of 12.42% of our stock (NASDAQ: CRAI) Prepared by: Mike Swiatkowski
Title: Vice President
Phone: 617 425 3039
Date: June 1, 2022
Request for Proposals - 2023 Integrated Resource Plan Production Cost Modeling and Consulting Services RFP
Release Date: Monday, April 25, 2022