Detailed agenda for our all-day "tutorial workshop" on Community Choice Energy (CCE) 2.0 & 3.0 maturity models — which brought together 17 experts to discuss over-the-horizon challenges and priorities for California's rapidly-expanding industry.

1. 1
SOUTHERN CALIFORNIA EDITION
Pre-Summit Tutorial: Tuesday April 24th, 8:30 AM to 5:30 PM
CCE 2.0 & 3.0 TUTORIAL
AN EXPERT INTRODUCTION TO NEW ENERGY OPTIONS, RISK MANAGEMENT,
DISTRIBUTED ENERGY & COLLABORATIONS BETWEEN CCEs AND WITH IOUs
The transition to Community Choice Energy (CCE) has dramatically accelerated statewide, as California moves
step-by-step towards a decarbonized, decentralized, and democratized energy future. Over the course of
2017 and 2018, this wave of CCE agency formation has created a new industry phase of innovation
accompanied by contracting opportunities: CCE agencies are onboarding new service providers and suppliers,
larger financial counterparties and expert staff on a near-constant basis.
At the 10,000-foot level, these CCE industry advances fall into two categories of innovative activity:
 “CCE 2.0”-style business model advancements, as many individual CCEs “dive deeper” and build out their
core business model functions: Energy Risk Management and Distributed Energy, data analytics and
customer engagement.
 “CCE 3.0”-style governmental joint-action agreements between multiple CCE agencies: to explore
opportunities for joint-procurement and software development, and to share services and expertise at a
more cost-effective economy-of-scale.
These activities are fast-producing compelling results, equipping CCE agencies to better navigate the looming
regulatory and market changes under debate in California, and bringing game-changing innovations on the
horizon into focus. Most recently, leading CCEs are engaging with Investor-Owned Utilities to jointly deploy
Distributed Energy and microgrids in targeted locations— to provide emergency reliability at critical facilities,
and also as an alternative to investing in peaker plants and transmission and distribution grid infrastructure.
This series of expert presentations and panel discussions will provide strategic context and practical insights
on this new landscape of options and best-practices. It is intended for CCE staffers as well as community

2. 2
stakeholders, Committee and Board members (city managers, mayors, interim directors) of existing and
newly-coalescing Community Choice Energy agencies.
Confirmed organizations and speakers:
1. Clean Power Alliance of Southern California (CPA): Ted Bardacke, Executive Director
2. East Bay Community Energy (EBCE): Taj Ait-Laoussine, Vice President of Technology & Analytics
3. Redwood Coast Energy Authority (RCEA): Richard Engel, Director of Power Resources
4. Valley Electric Association (VEA): Ramon Abueg, Chief Operating Officer
5. Southern California Edison (SCE): Ranbir Sekhon, Director of Portfolio Planning & Analysis
6. Northern California Power Agency (NCPA): Tony Zimmer, Supervisor of Industry Restructuring and
Interconnection Affairs
7. The Energy Authority (TEA): Jeff Fuller, Director, Client Services, and Shehzad Wadalawala, CCE Client
Services Manager.
8. The Alliance for Cooperative Energy Services Power Marketing (ACES): Stephen Figueroa, Portfolio
Director — West Region
9. Ascend Analytics, Inc.: Scott Wrigglesworth, Director of Analytics and Strategy and David Millar, Director
of Energy Analytics
10. Olivine, Inc.: Beth Reid, CEO
11. OATI, Inc.: Dr. Ali Ipakchi, Senior Vice President of Smart Grid & Green Power
12. Willdan Corporation: Dr. Eric Woychik, Senior Vice President
13. ABB, Inc.: Benson Joe, Advisory Director, Western Region, Energy Portfolio Management
14. GridX, Inc.: Scott Engstrom, Vice President
15. WK Palmerton & Associates, LLC: Kent Palmerton, President
16. BayREN: Jennifer Berg, Manager of the Bay Area Regional Energy Network
17. Community Choice Partners, Inc.: Samuel Golding, President
Opening Remarks and Address
7:30-8:30 Registration & Networking Breakfast
8:30-8:45 Introductory Remarks by the Workshop Chair
Samuel Golding, President, COMMUNITY CHOICE PARTNERS, INC.
8:45-9:15 CCE Executive Keynote Address: The Future of Community Choice — CCE 2.0 & 3.0 goals,
relationship with the utilities, progress to-date, and practical steps going forward
Ted Bardacke, Executive Director, CLEAN POWER ALLIANCE OF SOUTHERN CALIFORNIA
(CPASC)

3. 3
Session I: Definition and Advantages of CCE 2.0 Business Models & CCE 3.0 Collaborations
This session will provide a high-level understanding of what “CCE 2.0” advanced business models and “CCE
3.0” joint-action collaborations across agencies means in practice — with enough detail to be actionable for
staffers, Board members and new CCE initiatives — and why these activities are strategically important.
9:15-9:45 Presentation: The CCE 1.0  2.0  3.0 Evolution and Outlook
CCE’s are moving from “Set It and Forget It” wholesale procurement into active management
of diversified energy contract portfolios (including Distributed Energy), diving deeper into
data analytics and customer engagement, and eschewing “Reinventing the Wheel”
individually in favor of joint-action collaborations that allow CCE agencies to share resources.
This presentation will survey the business model innovations and strategies of leading CCEs
in this regard, as well as the near-term outlook on forthcoming advances. It will conclude with
a summary of the “joint-actions” between CCE agencies to-date, as individual agencies begin
to collaborate to achieve higher levels of operational sophistication at a combined economy-
of-scale.
Samuel Golding, President, COMMUNITY CHOICE PARTNERS, INC.
9:45-10:15 Networking Break
10:15-11:30 Panel Discussion: Strategic Outlook: CCE 2.0 & 3.0, Regulatory & Market Challenges
CCEs face changing regulations and an increasingly volatile and risky power market in
California; this panel will discuss key risk factors in this regard, utility perspectives, and expert
insights on how CCE 2.0 business models and CCE 3.0 collaborations across agencies are
allowing CCEs to rise to the challenge.
 What changes are coming over the horizon —how best to capture this uncertainty in
forecasting and strategic decision-making, and what capabilities will CCEs need to develop
to do so?
 What makes risk management so challenging for CCEs in particular? Sources of
uncertainty as CA market evolves include PCIA reform, net load/price forecasting,
congestion patterns, capacity valuation, basis risk exposure, load profile settlements, new
default time of use rates and changing retail revenue patterns.
 How are the high penetration of volatile renewables and Distributed Energy impacting
load and price forecasting, for both CCEs and IOUs?
 How do CCE 2.0 business model innovations and CCE 3.0 collaborations help agencies
navigate these challenges?
Moderator:
Samuel Golding, President, COMMUNITY CHOICE PARTNERS, INC.
Panelists:
Ramon Abueg, Chief Operating Officer, VALLEY ELECTRIC COOPERATIVE

4. 4
Kent Palmerton, President, WK PALMERTON & ASSOCIATES, LLC
Ranbir Sekhon, Director of Portfolio Planning & Analysis, SOUTHERN CALIFORNIA EDISON
Tony Zimmer, Supervisor of Industry Restructuring and Interconnection Affairs, NORTHERN
CALIFORNIA POWER AGENCY
11:30-1:00 Group Lunch
Session II: the “Nuts and Bolts” of CCE 2.0 and 3.0
As California’s market continues to grow in complexity, CCE’s are increasingly deploying more advanced
services (particularly in Energy Risk Management and Distributed Energy) and collaborating to share services
and procurement at a cost-effective economy-of-scale. A clear view of the different elements that comprise
“energy risk management” in the power sector — as well as the data analytics and advanced customer
engagement that underpin these advanced operations— is critical for understanding how CCEs can remain
competitive, and how a variety of Distributed Energy assets can be creatively combined and packaged into
“Virtual Power Plants”.
This series of expert presentations and panel discussions will provide a concise overview of these capabilities,
the opportunity CCE’s have to become Distributed Energy “platform optimizers” in the power markets for their
customers, and how CCE’s are working together to accelerate innovation.
1:00-2:00 Panel Discussion: Advanced Energy Risk Management for CCE 2.0 Agencies
Building on the previous session, this discussion will take a deeper dive into data-driven
Energy Risk Management, as frequently implemented by larger utilities, power marketers and
energy traders — and now CCE 2.0 agencies.
 What is a CCE trying to hedge? Risk-adjusted value, not volume!
 The importance of establishing a Risk Policy, Risk Committee and strong back, middle and
front office functions.
 Communicating uncertainty to stakeholders (board, committees, public), and “making
uncertainty meaningful” by focusing on risk-adjusted returns and proven analytics.
 The structure of the market and its participants: counter-parties; CAISO markets, price
nodes, hubs and aggregation zones; physical and financial products; bilateral transactions,
post-trading day accounting.
 The relationship between retail customer data analytics and wholesale risk management.
 CCE 2.0 ERM capabilities: managing a “book” (i.e. a diversified portfolio) of energy, fuel,
financial and insurance products across: data analytics, planning and portfolio strategy;
origination and procurement; contract management, decision analysis support and risk
oversight controls; active market operations, position management in balance-of-month
and trading-day market operations; and post-trading day market settlements and
bilateral accounting functions.
 Physical and financial perspectives in energy risk management: advantages of relying on
financial value metrics instead of pure physical position metrics.

5. 5
Moderator:
Tony Zimmer, Supervisor of Industry Restructuring and Interconnection Affairs,
NORTHERN CALIFORNIA POWER AGENCY
Panelists:
Jeff Fuller, Director, Client Services, THE ENERGY AUTHORITY
Stephen Figueroa, Portfolio Director — West Region, THE ALLIANCE FOR COOPERATIVE
ENERGY SERVICES POWER MARKETING (ACES)
Scott Wrigglesworth, Director of Analytics and Strategy, ASCEND ANALYTICS
2:00-2:45 Panel Discussion: What the Integration of Distributed Energy Requires in Practice: Virtual
Power Plant and Business Intelligence Capabilities for CCE 2.0 Agencies
The intelligent targeting and management of Distributed Energy Resources, both in terms of
energy impact and financial allocation of costs and benefits, can create new value for CCEs,
IOUs, customers, and Distributed Energy developers or aggregators alike. In terms of market
operations, actively grouping together, registering, monitoring and relying upon Distributed
Energy Resources as an “Virtual Power Plant” within a CCE’s energy portfolio and risk
management activities is a key capability for CCE 2.0 business models. This requires a set of
precise functions, a working knowledge of California power market rules, and situational
awareness of utility program structures, capacity auctions and competing services.
Additionally, the CCE’s back-office must support more advanced customer engagement and
online portals, smart meter data analytics, real-time billing calculations, “what if” modeling
of more complex rate structures and revenue forecasting, and other business intelligence
capabilities.
This panel will show-case the perspectives and capabilities of leading service providers and
software vendors actively pioneering these capabilities in the California market, including
for CCE agencies.
Moderator:
Beth Reid, CEO, OLIVINE, INC.
Panelists:
Scott Engstrom, Vice President, GRIDX, INC.
Dr. Ali Ipakchi, Senior Vice President of Smart Grid & Green Power, OATI, INC.
Benson Joe, Advisory Director, Western Region, Energy Portfolio Management, ABB, INC.
2:45-3:15 Networking Break
3:15-3:45 Presentation: The Sleeping Giant of “Big Data” Management and Proactive Customer
Engagement — Innovative New Services from a CCE 2.0 and 3.0 Perspective

6. 6
Both wholesale Energy Risk Management and Distributed Energy is an exercise in Big Data —
the continuous collection of a vast array of data, error-checking and calculation steps, the
flow of inputs and outputs across different databases and software platforms, and the
targeted customer engagement and mission-critical strategic decisions that more advanced
data-driven analytics unlock — provide the backbone for the rapid CCE evolution we are
witnessing in real-time. To act as a “platform optimizer”, CCEs are deploying database
architectures, communications, and business processes to handle the array of customer types,
rate options and asset types comprising “Distributed Energy” (behind-the-meter renewable,
storage and demand-side technologies, electric vehicle and microgrids).
This presentation will provide an overview of this “enterprise platform” perspective, and
highlight how CCEs are now hiring staff with data science and software development
expertise, and discussing new collaborations with one another and more advanced software
providers to unlock new capabilities and customer services.
Taj Ait-Laoussine, Vice President of Technology & Analytics, EAST BAY COMMUNITY ENERGY
Session III: CCE 2.0, 3.0 & Distributed Energy: The Leading Edge and Future Strategies
The acceleration of Distributed Energy — onsite renewable, storage, demand response, and energy efficiency,
as well as electric vehicles and microgrids — is key to achieving California’s greenhouse gas reduction goals.
As more DER capacity is installed year-over-year, it is also increasingly impacting power market dynamics and
heightening forecasting challenging for both CCEs and IOUs. Lastly, while the rapid proliferation of CCEs is
empowering many pro-Distributed Energy municipalities, there is an emerging risk that a lack of coordination
1) across different CCE jurisdictions and 2) between CCEs & IOUs will create new barriers for Distributed Energy.
CCE 2.0 and 3.0 innovations are beginning to analyze and tackle these challenges, optimize Energy Risk
Management with Distributed Energy, leverage land use and planning authorities, and engage in deeper
conversations — and early-stage collaborations —across CCE agencies and with the Investor Owned Utilities
and regulators on Distributed Energy.
Our last two panels will present real-world examples of how IOUs and CCEs are jointly creating new value for
their communities and customers through the targeted deployment of Distributed Energy and microgrids,
concluding with an “over-the-horizon” expert discussion of potentially- “grey areas” in regulation and market
design — and what CCEs and IOUs should be doing about it.
3:45-4:15 Co-Presentation: CCE 2.0 & Utility Collaborations to Advance Distributed Energy and
Microgrid Solutions
This presentation will provide an overview of how the Redwood Coast Energy Authority and
PG&E are planning a jointly-owned microgrid for Humboldt County’s municipal airport and
nearby Coast Guard base (partly funded by the California Energy Commission), Redwood’s
recent Offshore Wind Development Request for Qualifications, as well as how PG&E and East
Bay Community Energy are discussing a deployment of Distributed Energy to replace a peaker
plant and avoid a transmission grid upgrade in Alameda County.

7. 7
Co-Presenters:
Taj Ait-Laoussine, Vice President of Technology & Analytics, EAST BAY COMMUNITY ENERGY
Richard Engel, Director of Power Resources, REDWOOD COAST ENERGY AUTHORITY
4:15-5:15 Panel Discussion: CCE 2.0, 3.0 & Distributed Energy: Market Design, Procurement, Long-
Term Planning, and Working with Utilities, Regulators, DER Administrators and Aggregators
This panel will bring together senior policy experts, CCE and utility power planners and
strategists, and DER platform providers and program administrators to talk about the
practical aspects of weaving advanced DER programs into a CCE’s power portfolio, engaging
customers, working with the utilities on distribution grid integration, coordinating with
CAISO and CPUC planning processes, leveraging municipal authorities (such as building
codes and transportation planning) for DER planning and programs, and regulatory and
market design issues emerging over the horizon to think through together.
Moderator:
Dr. Eric Woychik, Senior Vice President, WILLDAN CORPORATION
Panelists:
Jennifer Berg, Manager of the Bay Area Regional Energy Network, BAYREN
Shehzad Wadalawala, CCE Client Services Manager, THE ENERGY AUTHORITY (TEA)
David Millar, Director of Energy Analytics, ASCEND ANALYTICS, INC.
Beth Reid, CEO, OLIVINE, INC.
Tony Zimmer, Supervisor of Industry Restructuring and Interconnection Affairs, NORTHERN
CALIFORNIA POWER AGENCY
Ranbir Sekhon, Director of Portfolio Planning & Analysis, SOUTHERN CALIFORNIA EDISON
5:15-5:30 Chairman’s Wrap-up
Samuel Golding, President, COMMUNITY CHOICE PARTNERS, INC.
5:30 Workshop adjourns