Peninsula Clean Energy Board of Directors Meeting May 12, 2016

Agenda Call to order / Roll call Administering the Oath of Office (if necessary) Public Comment Action to set the agenda and approve consent items

Regular Agenda Closed Session

Regular Agenda 1. Chair Report (Discussion)

2. Approval of contract appointing the CEO for PCE (Action)

Regular Agenda 3. Presentation from Noble Solutions regarding data management and call center services (Discussion)

© Noble Group, 2010 All rights reserved. Data Management and Call Center Overview May 12 th, 2016

© Noble Group, 2010 All rights reserved. 8 Noble Americas Energy Solutions Who are we?  Top 5 retail Electric Service Provider (ESP) nationally  Over 95,000 meters with a peak load of ~7,000 MW  $2.1 billion in annual invoicing and active in 19 states  Largest ESP in California as substantiated by latest CPUC data  We provide Data Management services for all active CCA’s and municipalities in CA with a combined meter count of approximately 440,000 meters  We have an extensive, collaborative relationship with the California Public Utility Commission (CPUC) and the three investor owned utilities which dates back to 1998 and the beginning of the Direct Access program  Helped to craft regulations and protocols with other stakeholders  Noble Solutions is the only ISO 9001:2008-certified ESP nationwide  Headquartered in San Diego, California

© Noble Group, 2010 All rights reserved. 9 Data Management Services Noble’s Experience  Active participants in the Direct Access (DA) and CCA Electronic Data Interchange (EDI) working groups since their inception in the mid-1990s  Collaborative and substantial working relationship with PG&E  Highly integrated with PG&E’s systems and data  Fully understand and appreciate PG&E’s systems, processes, data nuances and legacy limitations  Due to our extensive expertise:  PG&E often requests Noble Solutions to partner with them on their DA and CCA system changes and enhancements  PG&E does not require Noble Solutions to recertify, allowing for a truncated testing and EDI certification, avoiding weeks of effort

© Noble Group, 2010 All rights reserved. 10 Data Management Services Overview

© Noble Group, 2010 All rights reserved. 11 Electronic Data Interchange (EDI)  Electronic Data Interchange – An electronic data exchange protocol developed in Quickly adopted by the US military and today is used in all major industries (airlines, transportation, energy, health care)  Within the energy sector the transaction sets used are:  Enrollments (814)  Usage (867)  Billing (810)  Account Maintenance (814)  Banking – payment addenda (820)  Reconciliation and Validations (997, 824)  Currently Noble processes over 13 million EDI transactions a year with a 100% success rate

© Noble Group, 2010 All rights reserved. 12 Billing Administration PG&E presents a consolidated bill to the customer which includes their Transmission and Distribution charges as well as PCE’s Generation charges. PCE’s generation charges must be sent to PG&E within 3 days of the meter read date to be included on the current month’s bill Functions include:  Usage data acquisition  Billing calculation  Delivery of charges to PG&E  Validation and reconciliation of PG&E billing activity  Payment receipt and cash application  Ongoing account administration Noble currently bills almost 5 million accounts a year with a success rate of %

© Noble Group, 2010 All rights reserved. 13 Settlement Quality Meter Data  California and Michigan are the only markets that require suppliers to report their customer usage to the Independent System Operator  Determines Cost of Goods Sold volumes  Unforgiving tight timelines (T+8, T+48) and accuracy are demanded by CAISO  All non-interval usage reads need to be dynamically profiled  All interval and non-interval usage reads need to be dynamically loss adjusted  All account level usage needs to be aggregated for every hour and reported to CAISO

© Noble Group, 2010 All rights reserved. 14 Customer Information System Noble provides, customizes and maintains two main systems that are used to administer PCE’s CCA program  Customer Information System (CIS)  Billing system  Highly integrated and specifically customized for the Power Retail Market  Houses all billing, payment, and customer specific utility account details and attributes  Customer Relationship Management System (CRM)  Integrated with all Noble Solution’s systems allowing visibility to all pertinent customer data, documents, and inbound/outbound correspondence from a single solution  Utilized by all CCA supporting staff to document, assign and manage all customer interactions  Significant ongoing commitment to investment in the CRM’s evolution; to keep pace with the growth of the CCA’s operational and program needs

© Noble Group, 2010 All rights reserved. 15 Operational Reporting & Qualified Reporting Entity Services  Noble’s integrated systems allows for great flexibility and customization for all PCE’s reporting need. Examples:  Qualified Reporting Entity (“QRE”) services for locally situated renewable generators supplying electric energy to CCA through its Feed-In Tariff (“FIT”)  Submit monthly generation data to WREGIS on CCA’s behalf AgingCall center statisticsCash receipts CollectionsDays to invoiceGreen program data Invoice summaryOpt-out with rate classRetroactive returns SnapshotUnbilled usageUsage by rate class

© Noble Group, 2010 All rights reserved. 16 Customer Call Center  Only operational California CCA call center  89% customer satisfaction (based on customer surveys)  Southern California Edison 74% 2012 and 75% 2011*  SFPUC Water Power Sewer 85% FY and 85% - FY **  15 successful mass enrollment phases, each requiring sufficient capacity to manage unpredictable call volumes that varied drastically  Flexible, dynamic integrated call routing structure tailored to the CCA’s preference.  Call allocation and routing options include:  Noble Solutions operational staff – Typically reserved for the elevated and complex calls  Third-party traditional call center – Typically reserved for the less complex calls, call overflow and afterhours support. *Noble Solutions provides training, quality control and oversight  CCA’s organization – As desired * Per 2015 General Rate Case, Customer Service, Volume 2- Section V Customer Contact Center ** Per Performance/Strategic Sustainability Annual Report FY

© Noble Group, 2010 All rights reserved. 17 Customer Call Center

© Noble Group, 2010 All rights reserved. 18 Projected Implementation Timeline

Regular Agenda 4. Finance presentation regarding PCE banking options and updated budget request (Discussion)

Original Budget Phase IPhase IIPhase IIITOTALS: Internal Planning/ CCA/JPA Development $60,000$220,000$100,000$380,000 External Affairs/ Community Engagement $75,000$350,000$210,000$635,000 Technical/Energy Services$150,000- $160,000 $220,000$80,000$460,000 Financing Partner(s)$5,000$10,000 $25,000 TOTALS$300,000$800,000$400,000$1.5 M

Budget vs. Actuals with Encumbrances Phase I & Phase II Actuals 2/29/16 EncumbrancesTotal Internal Planning/ CCA/JPA Development $280,000$120,628$97,758$218,386 External Affairs/ Community Engagement $425,000$62,713$312,287$375,000 Technical/Energy Services $380,000$212,822$267,500$480,322 Financing Partner(s)$15,000$0 TOTALS$1.1M$396,163$677,545$1.07M

Updated Budget Phase IPhase IIPhase IIIPhase IVTOTALS: Internal Planning/ CCA/JPA Development $60,000$220,000$35,000$315,000 External Affairs/ Community Engagement $75,000$350,000$210,000$100,000$735,000 Technical/Energy Services $150,000- $160,000 $220,000$80,000$460,000 Financing Partner(s)$5,000$10,000 $25,000 Staffing$65,000$710,800$775,800 Administration / Overhead $670,000 TOTALS$300,000$800,000$400,000$1,480,800$2.98 M

Regular Agenda 5. Staff Report

Regular Agenda 6. Board Members Reports

Regular Agenda Adjourn Next meeting: May 26, 2016