1. 4 “Buckets” -- Political, Community, Technical, Financial
CCA in California – Steps in the Process
4 “Buckets” -- Political, Community, Technical, Financial
Political Considerations
Load data authorization (letter or resolution)
Participation on Steering Committee (if formed)
Local government leadership with key constituents
Public meetings/hearings
JPA/CCA Ordinance
2. Community Engagement
Stakeholder mapping & outreach
Committee participation
Public workshops
Local advocacy, marketing
Customer enrollment/Opt-Out

2. CCA in California: Steps in the Process (cont.)
3. Technical & Legal Support
CCA Technical Study
JPA Formation
Implementation Plan
Utility Service Agreement
Energy supply contract(s), data management, and related vendor agreements
Financial Requirements
Sonoma was $1.6M; San Mateo County will be less
County financed and/or private funding; no anticipated cost to Cities
Once operational, the CCA is revenue supported
All start-up costs recoverable through year 1-2 revenues

3. Statutory & Regulatory Requirements
Municipality required to authorize release of load data
Ordinance required to offer CCA to your constituents
CCA Implementation Plan certified by CPUC
Utility Service Agreement required by CPUC
Customer Enrollment (minimum 4 opt-out notices over 120 days)
CCA Bond Requirement
SB Utility Code of Conduct
Regulatory
Utility Cost Recovery Charges/Exit Fees
Renewable Portfolio Standard
Resource Adequacy
Energy Storage, et al

4. Overview of CCA Formation Timeline
With political alignment and local leadership,
San Mateo County could launch a CCA by Q
Phase 1
Phase 2
Phase 3
January -August 2015
Sept April 2016
May – September 2016
Pre-Planning & Due Diligence
Community Outreach; JPA/CCA Planning & Development
Preparing for Launch
Initial Outreach/Education;
CCA Technical Study; Steering Committee
JPA Formation; Community Education/Marketing; Local Ordinances; Implementation Plan; RFP for Energy Services Provider; Working Capital
Finalize Financing; Execute Energy Svcs/Vendor Contracts; Utility Service Agreement; Call Center; Customer Enrollment

5. Next Steps in San Mateo County
Now: Local government and stakeholder outreach
Late February: Return to Board of Supervisors
Tech study authorization, program funding, approval of CCA workplan and budget
If Approved…
March/April: Issue technical services RFP; Hire firm for study
July/August: Study complete; Board of Supervisors review; Go/no-go vote to proceed into Phase 2.

6. Countywide Technical Study
What’s Learned in the Technical Study?
Can the CCA be cost competitive while delivering a greater percentage of renewable power supply? (forecasting and historical rate analysis)
Can the CCA achieve greater GHG reductions than PG&E?
How many customers could be served? What are the revenue and local economic implications?
Other potential program benefits and risks.

7. What We’re Asking From the Cities
Indicate your interest by authorizing electrical load data
via City resolution or letter; Feb. 20 deadline
Help us identify key stakeholders /organizations in your jurisdiction
Attend CCA briefings; participate in future steering committee if formed
No anticipated hard costs to the Cities

8. County of San Mateo, Office of Sustainability
NOW is the time to take control of your local energy future.
CCA is the path forward.
For More Information…
County of San Mateo, Office of Sustainability
LEAN Energy US