1. Peninsula Clean Energy Advisory Committee Meeting 11/19/15

2. Meeting Agenda Welcome/Introductions Approval of Meeting Minutes Public Comment Update from County 2016 Meeting Schedule and Topics Overview of PCE Implementation Plan 2016 Communications and Outreach Plan Next Steps

3. Updates from the County

4. Presentations in Past Month  Community Workshop – City of San Mateo  Daly City Lion’s Club  San Mateo Financial Officers Group  Pacifica Lions Club  SF Green Festival Expo  City Attorney Study Session

5. Upcoming Presentations  Community Workshop – Portola Valley  Menlo Park Rotary Club  South San Francisco Rotary Club

6. Presentations to City Councils  Daly City  San Mateo  Atherton  San Carlos  Menlo Park  Colma  Foster City  Half Moon Bay

7. The Road to Program Launch

8. The Road to October 2016… The current plan is to commence PCE service in October 2016 This target takes advantage of the tail-end of the summer tariff schedule which is economically advantageous to the new CCE program It also avoids the months just prior to/ after the new year when PGE changes its generation rates (important for purposes of rate durability and customer notifications) The current County budget anticipates a 2016 launch; delays will extend staff time and will exceed the existing budget Aggressive timeline; may require 2 Board mtgs/month for a period of 5-6 months. If, for some reason (market-related or otherwise) an October launch isn’t possible, April 2017 is the fallback position

9. Major Milestones TimingMajor MilestonesKey Tasks Q1 Jan.-March Council Votes PCE Board Seated Implementation Plan Approved JPA Organizational Prep Draft Implementation Plan Prepare RFP for Energy Services Q2 April - June Implementation Plan Submitted/Certified RFP for Energy Services /Data Mgmt Issued Executive Officer Hired Executive Search Bank/credit negotiations Marketing Campaign Q3 July-Sept. Bank terms/credit finalized/initial draw down Energy supply and other contracts finalized Initial PCE Rates Set Customer Notifications Begin (July) Marketing Campaign (cont) Utility Service Agreement Call Center Operational Bond Posted Additional staff hires Q4 Oct. - Dec. Phase 1 customers switched over Opt-out notifications continue Customer enrollment continues

10. 2016 By The Month Proposed Dates GroupTopic(s) January 28Advisory CommitteeImplementation Plan Design and Input February 25Advisory CommitteeReview plan for energy service and data management RFPs Other JPA organizational matters March 10 March 24 PCE Board of DirectorsApproval of Bylaws and other admin Review/Approval of Imp Plan (2 mtgs) Approval of Energy and Data Mgmt RFPs

11. 2016 By The Month Proposed Dates GroupTopic(s) April 14 April 28 PCE Board MeetingsExecutive Officer search + other staffing Contract negotiations (various) Bank financing update (May 12) May 26 PCE Board Meeting(s)Approve Financing Terms/credit guaranty Energy contract negotiations/selection JPA Administrative Approvals Begin Rate Design Process (June 10) June 24 PCE Board Meeting(s)Approve Utility Service Agreement Initial Credit Drawdown Confirm Energy Supplier/Approve Rates

12. 2016 By The Month Proposed Dates GroupTopic(s) (July 14) July 28 PCE Board Meeting(s)Executive Officer Hired (possibly before) Customer Call Center Up First customer notice (August 11) August 25 PCE Board Meeting(s)Approval of office set-up/Admin matters Second customer notice (September 8) September 22 PCE Board Meeting(s)Approval of Regulatory Registrations Utility Bond Posting Third customer notice

13. 2016 By The Month Proposed Dates GroupTopic(s) October 3 October 27 Launch Event! Regular Board Meeting Service commencement throughout this month! November 17PCE Board MeetingFourth customer notice Other TBD DecemberOff if possible!Fifth customer notice Other TBD

14. CCA Implementation Plan

15. The CCA Implementation Plan CA law requires that all Community Choice Aggregators develop an Implementation Plan In particular, the California Public Utilities Code, Section 366.2.(c)(3), requires the following: A community choice aggregator establishing electrical load aggregation pursuant to this section shall develop an implementation plan detailing the process and consequences of aggregation. The implementation plan, and any subsequent changes to it, shall be considered and adopted at a duly noticed public hearing. The Implementation Plan (and Statement of Intent) must be submitted to the California Public Utilities Commission (CPUC) 15

16. Implementation Plan – What is required? To meet pertinent requirements of the Public Utilities Code, the Implementation Plan must address the following elements:  An organizational structure of the program, its operations, and its funding.  Ratesetting and other costs to participants.  Provisions for disclosure and due process in setting rates and allocating costs among participants.  The methods for entering and terminating agreements with other entities. 16

17. Implementation Plan – What is required? To meet pertinent requirements of the Public Utilities Code, the Implementation Plan must address the following elements:  The rights and responsibilities of program participants, including, but not limited to, consumer protection procedures, credit issues and shutoff procedures.  Termination of the program.  A description of the third parties that will be supplying electricity under the program, including, but not limited to, information about financial, technical, and operational capabilities. 17

18. The Statement of Intent The CCA must also prepare a Statement of Intent, which is typically included within the Implementation Plan. The Statement of Intent must indicate how the CCA program shall provide for the following: – Universal access (which entails the offering of CCA service to all residential customers) – Reliability – Equitable treatment of all classes of customers – Any requirements established by state law or by the commission concerning aggregated service. 18

19. 19 Example: Sonoma Implementation Plan

20. 20 TopicDecision Points Process of aggregationAutomatic enrollment, opt-out notices, goal of increasing RE Organizational structure, operations JPA, Board of Directors, staffing, key functions (resource planning, electricity supply, local programs, rates setting, customer service, communications) Funding/Financial planStart-up activities, staff/contracted services, capital requirements, bank financing, including cash flow analysis PhasingTiming of phases and who will be enrolled in each phase (type, # of customers in each phase and total MWH load) Supply requirementsMWH, MW required, reserve requirements, annual RPS targets, EE targets Rate setting objectivesRevenue sufficiency, stability, competitiveness, NEM, FIT Customer rightsCosts to leave program, notices, customer confidentiality ProcurementRFP process, select ESP, data manager, other vendors Termination of programContingency plan (use bond, return customers to PG&E) Example: Sonoma Implementation Plan

21. Procedural Elements and Timing The CPUC is required to notify PG&E that PCE has filed an Implementation Plan within 10 days of submittal. Within 90 days of Implementation Plan submittal, the CPUC must certify it has received the Plan At the time of certification, the CPUC will notify the CCA of the “cost recovery mechanism” (exit fees) required. The CPUC will also indicate the earliest possible effective date for implementation of the CCA program. 21

22. Key PCE Decisions Before PCE’s Implementation Plan can be submitted to the CPUC, the following items must be decided upon and reflected in the Plan:  Initial JPA Membership: which communities are “in”?  Customer enrollment: PCE must articulate its general plan for customer enrollment (phases, schedule, targeted customer groups)  General description of PCE’s rate/pricing strategy: will PCE generally match PG&E’s then effective schedule of customer rates or will there be substantial, noteworthy differences? 22

23. Key PCE Decisions Before PCE’s Implementation Plan can be submitted to the CPUC, the following items must be decided upon and reflected in the Plan:  General description of PCE service offerings: default product, voluntary green pricing option(s), and others, if applicable  Identification of customer programs: NEM, FIT, EE and others, if applicable  Description of PCE’s organizational structure 23

24. Implementation Plan – Other Considerations A CCA Implementation Plan is not a detailed business plan for all intended programs, tariff options or prospective projects of the CCA program. Implementation Plan templates, which satisfactorily address requisite requirements of the Public Utilities Code, have been effectively utilized by MCE and SCP during program launches and related expansion activities To the extent that such templates are utilized by PCE, document review/certification may be somewhat expedited 24

25. 2016 Outreach and Communications Plan

26. Communitywide Outreach Strategies Mailed Notices Collateral Customer Service PCE Website and Social Media Email Marketing Advertising Campaign In-Person: Presentations/Workshops/Tabling

27. Mailed Notices Required to send a minimum of four notices Two notices delivered 60 days before customer enrollment begins; two 60 days after enrollment Information about power choices, rates, programs Terms and Conditions and opt-out instructions Bilingual – Spanish and English

28. Collateral Current: Tri-fold pamphlet, Community guide to tech study, FAQ, glossary of terms Additional: FAQ for net-energy metering, specific materials for commercial/industrial customers, guide on reading energy bills Available in English, Spanish, Chinese, Tagalog

29. Customer Service Call Center : Established in Summer 2016; Representatives in English and Spanish, with other translation options Handle customer enrollment and questions on program and opting-out 24/7 service before and during enrollment period Email: info@peninsulacleanenergy.cominfo@peninsulacleanenergy.com

30. Advertising Campaign Print advertisements in local newspapers Targeted web-based advertising Radio Signage – Bus-stops, billboards, etc. Banners Advertising on social media platforms

31. In-person Community Workshops Tabling at city/community events Tabling at farmers markets

32. Targeted Outreach Strategies In-Person Individuals for whom English is a Second Language Seniors Commercial/Industrial

33. In-Person Presentations to: service orgs (e.g. Rotary Clubs, Lion’s Clubs, etc.), business orgs, faith-based groups, environmental groups and political orgs Expand outreach to orgs serving low-income, fixed-income and minority populations Presentations to HOAs

34. English as Second Language Speakers Translate collateral in Spanish, Chinese and Tagalog Translation options for call-center Spanish version of website Translation services at community workshops Partner with community organizations

35. Seniors Electricity discounts (e.g. CARE, FERA, Medical Baseline) are unaffected by PCE service Presentations at retirements homes and senior centers Community workshop targeted at seniors Partner with community organizations, County Aging and Adult Services and Commission on Aging

36. Commercial/Industrial Collateral focused on commercial customers Continued outreach to/partnerships with business organizations Workshop targeted at commercial/industrial customers One-on-one meetings with large business/companies in the service territory

37. 2016 Outreach Timeline MonthTasks Jan. Hire consulting firm for PCE marketing Study session and presentations to councils (ongoing) Presentations to community orgs (ongoing) Community workshop (ongoing) Feb. Begin press outreach Begin expanded outreach to community orgs March Present marketing campaign to JPA Board Re-design collateral Expand website with electricity options/rates PCE Business Workshop April Board approval of final marketing campaign Expand website for prep. for customer enrollment Translate website into other languages Workshops for seniors May Prepare call center scripts June Commence full advertising campaign Call Center goes live

38. 2016 Outreach Timeline MonthTasks July Deliver initial mailed notice Aug. Mailed notices Sept. Mailed notices Oct.[Service begins] Nov. Mailed notices Dec. Mailed notices

39. Local Outreach Host community workshops Distribute PCE collateral Post information about PCE on website, social media platforms, newsletters, etc. Work with local media outlets Write op-eds Inform PCE staff of outreach opportunities

40. Next Steps – City Council Schedule DateCityMeeting Type December 8WoodsideStudy Session December 9Portola ValleyStudy Session December 14HillsboroughInformational January 4BurlingameStudy Session January 11PacificaInformational January 11San CarlosOrdinance – 1 st Reading January 12MillbraeInformational January 13South San FranciscoStudy Session

41. Next Steps – City Council Schedule CityStudy Session1st Reading2nd ReadingJPA Resolution County10/6/201510/20/201511/3/201511/17/2015 Atherton11/4/201512/16/20151/20/2015 Belmont10/13/2015 BrisbaneJanuary? Burlingame1/4/20161/19/20162/1/2016 Colma 11/12/2015 Daly City10/26/2015 East Palo Alto 10/20/2015 Foster City 11/16/2015 Half Moon Bay11/17/2015 Hillsborough 12/14/2015 Menlo Park11/10/2015 Millbrae1/12/20162/9/20162/23/2015 Pacifica1/11/2015 Portola Valley12/9/2015 Redwood CityJanuary? San Bruno 10/13/2015 San Carlos11/9/20151/11/2015 San Mateo11/2/2015 South San Francisco1/13/2015 Woodside12/8/2015

42. For More Information Visit us Peninsula Clean Energy: www.peninsulacleanenergy.com Office of Sustainability: green.smcgov.org/community-choice- energy Contact us: sustainability@smcgov.org