HomeMy WebLinkAboutBatch 081
Hicks, Bailey
From:Scott Collins <scollins@morrobayca.gov>
Sent:Thursday, November 8, 2018 4:11 PM
To:Read, Chris;Tom Habashi;Robert Shaw;Hill, Robert
Cc:Gregory W. Stepanicich;Bren Lehr;John Dalessi;Kirby Dusel
Subject:RE: Moving Forward
Morro Bay is set to hear the second reading on Tuesday, November 27.
I also plan to attend the MBCP board meeting on Wednesday, November 14.
Thanks,
Scott
Scott Collins
City Manager
City of Morro Bay
805‐772‐6206
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 08, 2018 10:56 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
I’ll defer to Scott Collins to answer that.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:54 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
2
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
3
4
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Thursday, November 8, 2018 1:13 PM
To:Read, Chris
Subject:RE: Moving Forward
All of them are city managers or county executive directors. Alternates are typically deputy city manager/public works
director, etc., although there are no hard and fast rules
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 11:04 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Moving Forward
Sounds reasonable, thank you. And on the Operations Board, how low down on the org chart can the Board
member be? Assistant City Manager, Director, Deputy Director, Program Manager?
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 11:02 AM
To: Read, Chris <cread@slocity.org>
Subject: RE: Moving Forward
Chris
Just to be clear, we have a selection committee made up of 3 policy board member that selected the CAC members. I
presume that the committee will defer to the policy board member from SLO to make that appointment. While we have
alternates for both board members, we have no substitutes for the CAC members
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
5
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:56 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Moving Forward
Quick unrelated question… just confirming that we will have a shared seat on the Community Advisory Council
as well.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:54 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
6
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
7
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 8, 2018 11:04 AM
To:Tom Habashi
Subject:RE: Moving Forward
Sounds reasonable, thank you. And on the Operations Board, how low down on the org chart can the Board
member be? Assistant City Manager, Director, Deputy Director, Program Manager?
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 11:02 AM
To: Read, Chris <cread@slocity.org>
Subject: RE: Moving Forward
Chris
Just to be clear, we have a selection committee made up of 3 policy board member that selected the CAC members. I
presume that the committee will defer to the policy board member from SLO to make that appointment. While we have
alternates for both board members, we have no substitutes for the CAC members
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:56 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Moving Forward
Quick unrelated question… just confirming that we will have a shared seat on the Community Advisory Council
as well.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:54 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
8
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
9
thabashi@mbcommunitypower.org
10
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Thursday, November 8, 2018 11:02 AM
To:Read, Chris
Subject:RE: Moving Forward
Chris
Just to be clear, we have a selection committee made up of 3 policy board member that selected the CAC members. I
presume that the committee will defer to the policy board member from SLO to make that appointment. While we have
alternates for both board members, we have no substitutes for the CAC members
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:56 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Moving Forward
Quick unrelated question… just confirming that we will have a shared seat on the Community Advisory Council
as well.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:54 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
11
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
12
13
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 8, 2018 10:59 AM
To:Tom Habashi
Subject:RE: Moving Forward
Thank you
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:57 AM
To: Read, Chris <cread@slocity.org>
Subject: RE: Moving Forward
Yes
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:56 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Moving Forward
Quick unrelated question… just confirming that we will have a shared seat on the Community Advisory Council
as well.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:54 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
14
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
15
16
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Thursday, November 8, 2018 10:57 AM
To:Read, Chris
Subject:RE: Moving Forward
Yes
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:56 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Moving Forward
Quick unrelated question… just confirming that we will have a shared seat on the Community Advisory Council
as well.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:54 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
17
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
18
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 8, 2018 10:56 AM
To:Tom Habashi;Robert Shaw;Hill, Robert
Cc:Gregory W. Stepanicich;Bren Lehr;John Dalessi;Kirby Dusel;Scott Collins
Subject:RE: Moving Forward
I’ll defer to Scott Collins to answer that.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:54 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
19
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
20
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 8, 2018 10:56 AM
To:Tom Habashi
Subject:RE: Moving Forward
Quick unrelated question… just confirming that we will have a shared seat on the Community Advisory Council
as well.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 10:54 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
21
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
22
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Thursday, November 8, 2018 10:54 AM
To:Read, Chris;Robert Shaw;Hill, Robert
Cc:Gregory W. Stepanicich;Bren Lehr;John Dalessi;Kirby Dusel;Scott Collins
Subject:RE: Moving Forward
That becomes the new item #3 on the list. When is Morro Bay scheduling the second reading?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 8, 2018 10:08 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert
<rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
23
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
24
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 8, 2018 10:08 AM
To:Tom Habashi;Robert Shaw;Hill, Robert
Cc:Gregory W. Stepanicich;Bren Lehr;John Dalessi;Kirby Dusel;Scott Collins
Subject:RE: Moving Forward
Looks good Greg,
The only additional item is that both cities will have a City Council meeting to adopt the ordinance (second
reading). SLO’s will occur on 11/27.
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
25
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 8, 2018 10:07 AM
To:Scott Collins
Subject:FW: Moving Forward
FYI
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 8, 2018 8:56 AM
To: Read, Chris <cread@slocity.org>; Robert Shaw <rshaw@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Cc: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Bren Lehr <blehr@mbcommunitypower.org>; John Dalessi
<john@pacificea.com>; Kirby Dusel <kirby@pacificea.com>
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
26
Hicks, Bailey
From:Robert Shaw <rshaw@mbcommunitypower.org>
Sent:Thursday, November 8, 2018 9:37 AM
To:Tom Habashi;Read, Chris;Hill, Robert
Cc:Gregory W. Stepanicich;Bren Lehr;John Dalessi;Kirby Dusel
Subject:Re: Moving Forward
Tom ‐
I believe you have accurately detailed the process that we are following.
Greg ‐ I will have some comments to you early this afternoon after reviewing and discussions with Tom.
From: Tom Habashi
Sent: Thursday, November 8, 2018 8:55:32 AM
To: Read, Chris; Robert Shaw; Hill, Robert
Cc: Gregory W. Stepanicich; Bren Lehr; John Dalessi; Kirby Dusel
Subject: Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1. On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2. On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3. On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4. Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5. On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
27
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Thursday, November 8, 2018 8:56 AM
To:Read, Chris;Robert Shaw;Hill, Robert
Cc:Gregory W. Stepanicich;Bren Lehr;John Dalessi;Kirby Dusel
Subject:Moving Forward
I spoke to Greg this morning to clarify a few things and following is the process we agreed to
1‐ On Nov 13, both SLO and MB will forward a report to their Councils recommending adoption of a resolution to
join MBCP and authorizing the city manager or mayor to execute the amended MBCP JPA
2‐ On November 14, The policy and operation boards will hold a joint session, during which, staff will recommend
to include SLO and MB to MBCP. This will be a discussion item with the intent of bringing the resolution and the
revised JPA to the Policy Board for approval on December 5. Copies of the resolution and the revised JPA will be
included in the packet for discussion purposes
3‐ On December 5, MBCP staff will recommend to the Policy Board approval of resolution to amend the MBCP JPA
to include SLO and MB
4‐ Between Dec 6 and Dec 10, MBCP, SLO and MB will secure the necessary signatures on the signature block
(required documents to accompany the implementation plan)
5‐ On December 20, the implementation plan, along with copies of the amended agreement & resolutions will be
forwarded to the CPUC
Let me know if I missed a step
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
28
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Wednesday, November 7, 2018 6:29 PM
To:Read, Chris
Subject:RE: Protocol for Nov 14 Ops & Joint Meetings
Fantastic, one down, four to go ਐਓ
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Wednesday, November 7, 2018 4:30 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: Protocol for Nov 14 Ops & Joint Meetings
Also Tom, we just had a 4-0 vote from the CCCE Board to direct staff to return to their respective Council’s to
join MBCP. Good news!
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 4:24 PM
To: Read, Chris <cread@slocity.org>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
See note below from our GC. We’re ordering pizza and salad on Friday. Let me know if any of you guys have special
dietary requests
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
29
From: Robert Shaw <rshaw@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 4:16 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: Re: Protocol for Nov 14 Ops & Joint Meetings
Tom
I have reviewed the staff report, draft ordinance, and draft resolution. I do not have any comments to the
documents.
Thank you.
From: Tom Habashi
Sent: Wednesday, November 7, 2018 1:50:13 PM
To: Robert Shaw
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Hi Robert
Please give cursory review of the attached resolution and ordinance. I’ve already reviewed the staff report and provided
comments to Chris. They need our comments by COB today
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Wednesday, November 7, 2018 10:48 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Protocol for Nov 14 Ops & Joint Meetings
Hi Tom,
Thanks for checking in with me on the phone. Per our discussion, at a minimum, Bob Hill will be at the 11/14
meeting.
30
Also per our discussion, find out draft staff report, ordinance, and resolution to join MBCP, attached. Please
note that this item is routing internally, so there may be some additional edits, but this version of the packet is
sufficient for the purpose of your review. Let me know ASAP if you see any red flags or omissions.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 10:16 AM
To: Read, Chris <cread@slocity.org>; Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Gentlemen
Here is the latest, we hand delivered a notification regarding the pending amendment of the JPA to all 19 members of
MBCP, starting the clock on 30 days notification prior to the consideration of the amendment by the Policy Board,
scheduled for December 5 (along with swearing your interim Director and approving of the implementation plan
amendment). As you may conclude from the following email, the discussion about the inclusion of the SLO and MB is
likely to begin around 10:35 and your presence here when the discussion begins will be invaluable.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 8:42 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Robert Shaw <rshaw@mbcommunitypower.org>; Shaw, Robert M. x5359 <ShawRM@co.monterey.ca.us>; Bren Lehr
<blehr@mbcommunitypower.org>
Subject: Protocol for Nov 14 Ops & Joint Meetings
Tom,
31
Please find below the three steps the Chairs will take on November 14 to move through both agendas as I understood it
from Rob yesterday. It might be a good idea for you or Rob to provide these instructions prior to convening the first
meeting so the Chairs know their rolls and I can also send out an email to this effect as well after posting the agendas to
avoid confusion.
Rob, would you please review these steps and make any necessary adjustments as well as provide any additional
thoughts that will allow these meetings to flow smoothly? Thanks!
STEP 1: Nov 14 Operations Board meeting will convene at 10:30 a.m. Chair Mendez will call the meeting to
order, ask me to take roll, then recess (not adjourn) the meeting;
STEP 2: Nov 14 Joint Policy & Operations Board meeting will convene at or after 10:31 a.m. Chair McPherson will
call the meeting to order, ask me to take roll, call on public comment (Agenda Item 2), then move on to the
discussion item (Agenda Item 3) (no action taken), then adjourn the meeting; Policy Board members are now
excused and do not need to stay for the remainder of the Operations Board meeting;
STEP 3: Chair Mendez will reconvene the Operations Board meeting starting with calling for public comment
(Agenda Item 2) and then move on through the rest of the agenda.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
32
Hicks, Bailey
From:J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent:Wednesday, November 7, 2018 4:58 PM
To:Hill, Robert
Subject:Automatic reply: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA
Member Applications
I will be out of the office from Monday November 5, 2018 until Monday November 26th.
For any immediate needs for the following divisions, please contact:
Marketing & Communications - Peter Berridge, Marketing & Communications Manager, pberridge@mbcommunitypower.org
Accounts Services/BIlling Operations/Strategic Accounts - Matt WIllis, Business Development Manager, mwillis@mbcommunitypower.org
Programming - Beth Trenchard, Energ Programs Manager, btrenchard@mbcommunitypower.org
Any general requests, please email info@mbcommunitypower.org
To learn more about Monterey Bay Community Power, please visit www.mbcommunitypower.org
33
Hicks, Bailey
From:Read, Chris
Sent:Wednesday, November 7, 2018 4:30 PM
To:Tom Habashi
Cc:Hill, Robert
Subject:RE: Protocol for Nov 14 Ops & Joint Meetings
Also Tom, we just had a 4-0 vote from the CCCE Board to direct staff to return to their respective Council’s to
join MBCP. Good news!
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 4:24 PM
To: Read, Chris <cread@slocity.org>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
See note below from our GC. We’re ordering pizza and salad on Friday. Let me know if any of you guys have special
dietary requests
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Robert Shaw <rshaw@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 4:16 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: Re: Protocol for Nov 14 Ops & Joint Meetings
Tom
I have reviewed the staff report, draft ordinance, and draft resolution. I do not have any comments to the
documents.
Thank you.
34
From: Tom Habashi
Sent: Wednesday, November 7, 2018 1:50:13 PM
To: Robert Shaw
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Hi Robert
Please give cursory review of the attached resolution and ordinance. I’ve already reviewed the staff report and provided
comments to Chris. They need our comments by COB today
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Wednesday, November 7, 2018 10:48 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Protocol for Nov 14 Ops & Joint Meetings
Hi Tom,
Thanks for checking in with me on the phone. Per our discussion, at a minimum, Bob Hill will be at the 11/14
meeting.
Also per our discussion, find out draft staff report, ordinance, and resolution to join MBCP, attached. Please
note that this item is routing internally, so there may be some additional edits, but this version of the packet is
sufficient for the purpose of your review. Let me know ASAP if you see any red flags or omissions.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 10:16 AM
35
To: Read, Chris <cread@slocity.org>; Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Gentlemen
Here is the latest, we hand delivered a notification regarding the pending amendment of the JPA to all 19 members of
MBCP, starting the clock on 30 days notification prior to the consideration of the amendment by the Policy Board,
scheduled for December 5 (along with swearing your interim Director and approving of the implementation plan
amendment). As you may conclude from the following email, the discussion about the inclusion of the SLO and MB is
likely to begin around 10:35 and your presence here when the discussion begins will be invaluable.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 8:42 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Robert Shaw <rshaw@mbcommunitypower.org>; Shaw, Robert M. x5359 <ShawRM@co.monterey.ca.us>; Bren Lehr
<blehr@mbcommunitypower.org>
Subject: Protocol for Nov 14 Ops & Joint Meetings
Tom,
Please find below the three steps the Chairs will take on November 14 to move through both agendas as I understood it
from Rob yesterday. It might be a good idea for you or Rob to provide these instructions prior to convening the first
meeting so the Chairs know their rolls and I can also send out an email to this effect as well after posting the agendas to
avoid confusion.
Rob, would you please review these steps and make any necessary adjustments as well as provide any additional
thoughts that will allow these meetings to flow smoothly? Thanks!
STEP 1: Nov 14 Operations Board meeting will convene at 10:30 a.m. Chair Mendez will call the meeting to
order, ask me to take roll, then recess (not adjourn) the meeting;
STEP 2: Nov 14 Joint Policy & Operations Board meeting will convene at or after 10:31 a.m. Chair McPherson will
call the meeting to order, ask me to take roll, call on public comment (Agenda Item 2), then move on to the
discussion item (Agenda Item 3) (no action taken), then adjourn the meeting; Policy Board members are now
excused and do not need to stay for the remainder of the Operations Board meeting;
STEP 3: Chair Mendez will reconvene the Operations Board meeting starting with calling for public comment
(Agenda Item 2) and then move on through the rest of the agenda.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
36
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
37
Hicks, Bailey
From:Alden Walden <alden@pacificea.com>
Sent:Wednesday, November 7, 2018 4:30 PM
To:Read, Chris;Dennis Dyc-O'Neal
Subject:RE: MBCP Expansion Cities
Thanks guys!
Regards,
Alden J Walden
Pacific Energy Advisors, Inc.
Office: (916) 936‐3304
Mobile: (916) 340‐5200
alden@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Wednesday, November 7, 2018 4:29 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Alden Walden <alden@pacificea.com>
Subject: RE: MBCP Expansion Cities
Confirmed, SLO and MB only (for this year anyway!)
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 3:01 PM
To: Alden Walden <alden@pacificea.com>; Read, Chris <cread@slocity.org>
Subject: RE: MBCP Expansion Cities
Alden‐‐I believe it will only be SLO and Morro Bay in the expansion.
Chris—Can you confirm that Grover Beach and Paso Robles are NOT to be included in this expansion?
Thanks,
Dennis
From: Alden Walden <alden@pacificea.com>
Sent: Wednesday, November 7, 2018 1:14 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Subject: MBCP Expansion Cities
Hey Dennis hope all is well,
I see that there are four cities included in the summarized data, SLO, Morro Bay, Grover Beach, and Paso Robles,
however we only received the PG&E Item 16 &17 files for SLO and Morro Bay. Are the other two included in this
expansion, and if so could you provide the associated PG&E data for them?
Regards,
38
Alden J Walden
Pacific Energy Advisors, Inc.
Office: (916) 936‐3304
Mobile: (916) 340‐5200
alden@pacificea.com
39
Hicks, Bailey
From:Read, Chris
Sent:Wednesday, November 7, 2018 4:29 PM
To:Dennis Dyc-O'Neal;Alden Walden
Subject:RE: MBCP Expansion Cities
Confirmed, SLO and MB only (for this year anyway!)
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 3:01 PM
To: Alden Walden <alden@pacificea.com>; Read, Chris <cread@slocity.org>
Subject: RE: MBCP Expansion Cities
Alden‐‐I believe it will only be SLO and Morro Bay in the expansion.
Chris—Can you confirm that Grover Beach and Paso Robles are NOT to be included in this expansion?
Thanks,
Dennis
From: Alden Walden <alden@pacificea.com>
Sent: Wednesday, November 7, 2018 1:14 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Subject: MBCP Expansion Cities
Hey Dennis hope all is well,
I see that there are four cities included in the summarized data, SLO, Morro Bay, Grover Beach, and Paso Robles,
however we only received the PG&E Item 16 &17 files for SLO and Morro Bay. Are the other two included in this
expansion, and if so could you provide the associated PG&E data for them?
Regards,
Alden J Walden
Pacific Energy Advisors, Inc.
Office: (916) 936‐3304
Mobile: (916) 340‐5200
alden@pacificea.com
40
Hicks, Bailey
From:Read, Chris
Sent:Wednesday, November 7, 2018 4:28 PM
To:Tom Habashi
Subject:RE: Protocol for Nov 14 Ops & Joint Meetings
Thanks Tom. Veggie pizza please. Thanks, and see you around 12:30.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 4:24 PM
To: Read, Chris <cread@slocity.org>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
See note below from our GC. We’re ordering pizza and salad on Friday. Let me know if any of you guys have special
dietary requests
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Robert Shaw <rshaw@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 4:16 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: Re: Protocol for Nov 14 Ops & Joint Meetings
Tom
I have reviewed the staff report, draft ordinance, and draft resolution. I do not have any comments to the
documents.
Thank you.
From: Tom Habashi
Sent: Wednesday, November 7, 2018 1:50:13 PM
41
To: Robert Shaw
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Hi Robert
Please give cursory review of the attached resolution and ordinance. I’ve already reviewed the staff report and provided
comments to Chris. They need our comments by COB today
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Wednesday, November 7, 2018 10:48 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Protocol for Nov 14 Ops & Joint Meetings
Hi Tom,
Thanks for checking in with me on the phone. Per our discussion, at a minimum, Bob Hill will be at the 11/14
meeting.
Also per our discussion, find out draft staff report, ordinance, and resolution to join MBCP, attached. Please
note that this item is routing internally, so there may be some additional edits, but this version of the packet is
sufficient for the purpose of your review. Let me know ASAP if you see any red flags or omissions.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 10:16 AM
To: Read, Chris <cread@slocity.org>; Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
42
Gentlemen
Here is the latest, we hand delivered a notification regarding the pending amendment of the JPA to all 19 members of
MBCP, starting the clock on 30 days notification prior to the consideration of the amendment by the Policy Board,
scheduled for December 5 (along with swearing your interim Director and approving of the implementation plan
amendment). As you may conclude from the following email, the discussion about the inclusion of the SLO and MB is
likely to begin around 10:35 and your presence here when the discussion begins will be invaluable.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 8:42 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Robert Shaw <rshaw@mbcommunitypower.org>; Shaw, Robert M. x5359 <ShawRM@co.monterey.ca.us>; Bren Lehr
<blehr@mbcommunitypower.org>
Subject: Protocol for Nov 14 Ops & Joint Meetings
Tom,
Please find below the three steps the Chairs will take on November 14 to move through both agendas as I understood it
from Rob yesterday. It might be a good idea for you or Rob to provide these instructions prior to convening the first
meeting so the Chairs know their rolls and I can also send out an email to this effect as well after posting the agendas to
avoid confusion.
Rob, would you please review these steps and make any necessary adjustments as well as provide any additional
thoughts that will allow these meetings to flow smoothly? Thanks!
STEP 1: Nov 14 Operations Board meeting will convene at 10:30 a.m. Chair Mendez will call the meeting to
order, ask me to take roll, then recess (not adjourn) the meeting;
STEP 2: Nov 14 Joint Policy & Operations Board meeting will convene at or after 10:31 a.m. Chair McPherson will
call the meeting to order, ask me to take roll, call on public comment (Agenda Item 2), then move on to the
discussion item (Agenda Item 3) (no action taken), then adjourn the meeting; Policy Board members are now
excused and do not need to stay for the remainder of the Operations Board meeting;
STEP 3: Chair Mendez will reconvene the Operations Board meeting starting with calling for public comment
(Agenda Item 2) and then move on through the rest of the agenda.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
43
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
44
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Wednesday, November 7, 2018 4:24 PM
To:Read, Chris
Subject:FW: Protocol for Nov 14 Ops & Joint Meetings
See note below from our GC. We’re ordering pizza and salad on Friday. Let me know if any of you guys have special
dietary requests
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Robert Shaw <rshaw@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 4:16 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: Re: Protocol for Nov 14 Ops & Joint Meetings
Tom
I have reviewed the staff report, draft ordinance, and draft resolution. I do not have any comments to the
documents.
Thank you.
From: Tom Habashi
Sent: Wednesday, November 7, 2018 1:50:13 PM
To: Robert Shaw
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Hi Robert
Please give cursory review of the attached resolution and ordinance. I’ve already reviewed the staff report and provided
comments to Chris. They need our comments by COB today
Tom Habashi, CEO
45
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Wednesday, November 7, 2018 10:48 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Protocol for Nov 14 Ops & Joint Meetings
Hi Tom,
Thanks for checking in with me on the phone. Per our discussion, at a minimum, Bob Hill will be at the 11/14
meeting.
Also per our discussion, find out draft staff report, ordinance, and resolution to join MBCP, attached. Please
note that this item is routing internally, so there may be some additional edits, but this version of the packet is
sufficient for the purpose of your review. Let me know ASAP if you see any red flags or omissions.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 10:16 AM
To: Read, Chris <cread@slocity.org>; Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Gentlemen
Here is the latest, we hand delivered a notification regarding the pending amendment of the JPA to all 19 members of
MBCP, starting the clock on 30 days notification prior to the consideration of the amendment by the Policy Board,
scheduled for December 5 (along with swearing your interim Director and approving of the implementation plan
amendment). As you may conclude from the following email, the discussion about the inclusion of the SLO and MB is
likely to begin around 10:35 and your presence here when the discussion begins will be invaluable.
46
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 8:42 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Robert Shaw <rshaw@mbcommunitypower.org>; Shaw, Robert M. x5359 <ShawRM@co.monterey.ca.us>; Bren Lehr
<blehr@mbcommunitypower.org>
Subject: Protocol for Nov 14 Ops & Joint Meetings
Tom,
Please find below the three steps the Chairs will take on November 14 to move through both agendas as I understood it
from Rob yesterday. It might be a good idea for you or Rob to provide these instructions prior to convening the first
meeting so the Chairs know their rolls and I can also send out an email to this effect as well after posting the agendas to
avoid confusion.
Rob, would you please review these steps and make any necessary adjustments as well as provide any additional
thoughts that will allow these meetings to flow smoothly? Thanks!
STEP 1: Nov 14 Operations Board meeting will convene at 10:30 a.m. Chair Mendez will call the meeting to
order, ask me to take roll, then recess (not adjourn) the meeting;
STEP 2: Nov 14 Joint Policy & Operations Board meeting will convene at or after 10:31 a.m. Chair McPherson will
call the meeting to order, ask me to take roll, call on public comment (Agenda Item 2), then move on to the
discussion item (Agenda Item 3) (no action taken), then adjourn the meeting; Policy Board members are now
excused and do not need to stay for the remainder of the Operations Board meeting;
STEP 3: Chair Mendez will reconvene the Operations Board meeting starting with calling for public comment
(Agenda Item 2) and then move on through the rest of the agenda.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
47
Monterey, CA 93940
mbcommunitypower.org
48
Hicks, Bailey
From:Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Sent:Wednesday, November 7, 2018 3:01 PM
To:Alden Walden;Read, Chris
Subject:RE: MBCP Expansion Cities
Alden‐‐I believe it will only be SLO and Morro Bay in the expansion.
Chris—Can you confirm that Grover Beach and Paso Robles are NOT to be included in this expansion?
Thanks,
Dennis
From: Alden Walden <alden@pacificea.com>
Sent: Wednesday, November 7, 2018 1:14 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Subject: MBCP Expansion Cities
Hey Dennis hope all is well,
I see that there are four cities included in the summarized data, SLO, Morro Bay, Grover Beach, and Paso Robles,
however we only received the PG&E Item 16 &17 files for SLO and Morro Bay. Are the other two included in this
expansion, and if so could you provide the associated PG&E data for them?
Regards,
Alden J Walden
Pacific Energy Advisors, Inc.
Office: (916) 936‐3304
Mobile: (916) 340‐5200
alden@pacificea.com
49
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Wednesday, November 7, 2018 2:50 PM
To:Hill, Robert;Read, Chris;Scott Collins
Subject:RE: Protocol for Nov 14 Ops & Joint Meetings
Looking forward to it. Both meeting are planned to start at 10:30 and if you come earlier, you can stop by for a quick
visit. See you this Friday
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, November 7, 2018 2:02 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Read, Chris <cread@slocity.org>; Scott Collins
<scollins@morrobayca.gov>
Subject: RE: Protocol for Nov 14 Ops & Joint Meetings
Thanks, Tom. We will be there for both meetings, and also look forward to having lunch with you and your
team this Friday Nov. 9th. We should be there about 12:30 or a bit before.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 10:16 AM
To: Read, Chris <cread@slocity.org>; Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Gentlemen
Here is the latest, we hand delivered a notification regarding the pending amendment of the JPA to all 19 members of
MBCP, starting the clock on 30 days notification prior to the consideration of the amendment by the Policy Board,
scheduled for December 5 (along with swearing your interim Director and approving of the implementation plan
amendment). As you may conclude from the following email, the discussion about the inclusion of the SLO and MB is
likely to begin around 10:35 and your presence here when the discussion begins will be invaluable.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
50
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 8:42 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Robert Shaw <rshaw@mbcommunitypower.org>; Shaw, Robert M. x5359 <ShawRM@co.monterey.ca.us>; Bren Lehr
<blehr@mbcommunitypower.org>
Subject: Protocol for Nov 14 Ops & Joint Meetings
Tom,
Please find below the three steps the Chairs will take on November 14 to move through both agendas as I understood it
from Rob yesterday. It might be a good idea for you or Rob to provide these instructions prior to convening the first
meeting so the Chairs know their rolls and I can also send out an email to this effect as well after posting the agendas to
avoid confusion.
Rob, would you please review these steps and make any necessary adjustments as well as provide any additional
thoughts that will allow these meetings to flow smoothly? Thanks!
STEP 1: Nov 14 Operations Board meeting will convene at 10:30 a.m. Chair Mendez will call the meeting to
order, ask me to take roll, then recess (not adjourn) the meeting;
STEP 2: Nov 14 Joint Policy & Operations Board meeting will convene at or after 10:31 a.m. Chair McPherson will
call the meeting to order, ask me to take roll, call on public comment (Agenda Item 2), then move on to the
discussion item (Agenda Item 3) (no action taken), then adjourn the meeting; Policy Board members are now
excused and do not need to stay for the remainder of the Operations Board meeting;
STEP 3: Chair Mendez will reconvene the Operations Board meeting starting with calling for public comment
(Agenda Item 2) and then move on through the rest of the agenda.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
51
Hicks, Bailey
From:Hill, Robert
Sent:Wednesday, November 7, 2018 2:02 PM
To:Tom Habashi;Read, Chris;Scott Collins
Subject:RE: Protocol for Nov 14 Ops & Joint Meetings
Thanks, Tom. We will be there for both meetings, and also look forward to having lunch with you and your
team this Friday Nov. 9th. We should be there about 12:30 or a bit before.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 10:16 AM
To: Read, Chris <cread@slocity.org>; Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Gentlemen
Here is the latest, we hand delivered a notification regarding the pending amendment of the JPA to all 19 members of
MBCP, starting the clock on 30 days notification prior to the consideration of the amendment by the Policy Board,
scheduled for December 5 (along with swearing your interim Director and approving of the implementation plan
amendment). As you may conclude from the following email, the discussion about the inclusion of the SLO and MB is
likely to begin around 10:35 and your presence here when the discussion begins will be invaluable.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 8:42 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Robert Shaw <rshaw@mbcommunitypower.org>; Shaw, Robert M. x5359 <ShawRM@co.monterey.ca.us>; Bren Lehr
<blehr@mbcommunitypower.org>
Subject: Protocol for Nov 14 Ops & Joint Meetings
Tom,
Please find below the three steps the Chairs will take on November 14 to move through both agendas as I understood it
from Rob yesterday. It might be a good idea for you or Rob to provide these instructions prior to convening the first
meeting so the Chairs know their rolls and I can also send out an email to this effect as well after posting the agendas to
avoid confusion.
Rob, would you please review these steps and make any necessary adjustments as well as provide any additional
thoughts that will allow these meetings to flow smoothly? Thanks!
52
STEP 1: Nov 14 Operations Board meeting will convene at 10:30 a.m. Chair Mendez will call the meeting to
order, ask me to take roll, then recess (not adjourn) the meeting;
STEP 2: Nov 14 Joint Policy & Operations Board meeting will convene at or after 10:31 a.m. Chair McPherson will
call the meeting to order, ask me to take roll, call on public comment (Agenda Item 2), then move on to the
discussion item (Agenda Item 3) (no action taken), then adjourn the meeting; Policy Board members are now
excused and do not need to stay for the remainder of the Operations Board meeting;
STEP 3: Chair Mendez will reconvene the Operations Board meeting starting with calling for public comment
(Agenda Item 2) and then move on through the rest of the agenda.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
53
Hicks, Bailey
From:Read, Chris
Sent:Wednesday, November 7, 2018 11:25 AM
To:Tom Habashi
Subject:RE: 2018_11.13 CCE MBCP.doc
Thanks Tom, I’ll accept those changes.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 11:22 AM
To: Read, Chris <cread@slocity.org>
Subject: 2018_11.13 CCE MBCP.doc
Hi Chris
Few cosmetic changes and a couple of substantive changes related to description of our rates and current reserve
balance. I’ll review the other attachment after lunch
54
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Wednesday, November 7, 2018 11:22 AM
To:Read, Chris
Subject:2018_11.13 CCE MBCP.doc
Attachments:2018_11.13 CCE MBCP.doc
Hi Chris
Few cosmetic changes and a couple of substantive changes related to description of our rates and current reserve
balance. I’ll review the other attachment after lunch
55
Hicks, Bailey
From:Read, Chris
Sent:Wednesday, November 7, 2018 10:48 AM
To:Tom Habashi
Cc:Hill, Robert;Scott Collins
Subject:RE: Protocol for Nov 14 Ops & Joint Meetings
Attachments:2018_11.13 CCE MBCP.doc; b. CCE Implementing Ordinance.DOCX; c. Resolution to Join MBCP.DOCX
Hi Tom,
Thanks for checking in with me on the phone. Per our discussion, at a minimum, Bob Hill will be at the 11/14
meeting.
Also per our discussion, find out draft staff report, ordinance, and resolution to join MBCP, attached. Please
note that this item is routing internally, so there may be some additional edits, but this version of the packet is
sufficient for the purpose of your review. Let me know ASAP if you see any red flags or omissions.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 10:16 AM
To: Read, Chris <cread@slocity.org>; Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: FW: Protocol for Nov 14 Ops & Joint Meetings
Gentlemen
Here is the latest, we hand delivered a notification regarding the pending amendment of the JPA to all 19 members of
MBCP, starting the clock on 30 days notification prior to the consideration of the amendment by the Policy Board,
scheduled for December 5 (along with swearing your interim Director and approving of the implementation plan
amendment). As you may conclude from the following email, the discussion about the inclusion of the SLO and MB is
likely to begin around 10:35 and your presence here when the discussion begins will be invaluable.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
56
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 8:42 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Robert Shaw <rshaw@mbcommunitypower.org>; Shaw, Robert M. x5359 <ShawRM@co.monterey.ca.us>; Bren Lehr
<blehr@mbcommunitypower.org>
Subject: Protocol for Nov 14 Ops & Joint Meetings
Tom,
Please find below the three steps the Chairs will take on November 14 to move through both agendas as I understood it
from Rob yesterday. It might be a good idea for you or Rob to provide these instructions prior to convening the first
meeting so the Chairs know their rolls and I can also send out an email to this effect as well after posting the agendas to
avoid confusion.
Rob, would you please review these steps and make any necessary adjustments as well as provide any additional
thoughts that will allow these meetings to flow smoothly? Thanks!
STEP 1: Nov 14 Operations Board meeting will convene at 10:30 a.m. Chair Mendez will call the meeting to
order, ask me to take roll, then recess (not adjourn) the meeting;
STEP 2: Nov 14 Joint Policy & Operations Board meeting will convene at or after 10:31 a.m. Chair McPherson will
call the meeting to order, ask me to take roll, call on public comment (Agenda Item 2), then move on to the
discussion item (Agenda Item 3) (no action taken), then adjourn the meeting; Policy Board members are now
excused and do not need to stay for the remainder of the Operations Board meeting;
STEP 3: Chair Mendez will reconvene the Operations Board meeting starting with calling for public comment
(Agenda Item 2) and then move on through the rest of the agenda.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
57
Hicks, Bailey
From:Read, Chris
Sent:Wednesday, November 7, 2018 10:36 AM
To:Dennis Dyc-O'Neal
Cc:Hill, Robert
Subject:RE: MBCP Implementation Plan
Hi Dennis,
Thank you for the clarification. These terms look good to us.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 9:00 AM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: MBCP Implementation Plan
Chris,
I ran your version by Tom and he had a different understanding. His understanding is that if you (SLO and MB) do not
move forward on 11/14, next Tuesday, MBCP will eat any expenses associated with mobilizing PEA, and SLO/MB will eat
any expenses associated with mobilizing RWG (Greg). If we move forward, SLO/MB are paying for both.
The attached simplified version captures that understanding, based on the assumption SLO and MB Boards vote to move
forward. This means we do not need to put this agreement in place until after 11/14.
Feel free to contact me to discuss further.
Regards,
Dennis Dyc‐O’Neal
Director of Power Services
Direct: (831) 641‐7240
Cell: (831) 431‐3866
58
ddyconeal@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Tuesday, November 6, 2018 4:02 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: MBCP Implementation Plan
Hi Dennis,
We revised the draft Agreement (attached) based on the conversations and emails we have had to date. That
said, those conversations and communications have been happening very rapidly, so if we misunderstood
anything, please let us know. We look forward to your response and welcome any questions or comments you
might have.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Tuesday, November 6, 2018 11:05 AM
To: Read, Chris <cread@slocity.org>
Subject: RE: MBCP Implementation Plan
Chris,
I was asked to create a written agreement regarding this reimbursement method to memorialize it for accounting
purposes.
Not sure if Scott Collins needs to be added as a signatory. Do you represent both cities regarding this effort?
I’m attaching a draft for your review. Let me know if you have any questions or suggested edits. If none, feel free to
print out, sign and return.
59
Thanks,
Dennis Dyc‐O’Neal
Director of Power Services
Direct: (831) 641‐7240
Cell: (831) 431‐3866
ddyconeal@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 1:08 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Hi Tom and Kirby,
The costs work for us.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
60
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
61
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
62
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
63
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
64
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Wednesday, November 7, 2018 10:16 AM
To:Read, Chris;Hill, Robert;Scott Collins
Subject:FW: Protocol for Nov 14 Ops & Joint Meetings
Gentlemen
Here is the latest, we hand delivered a notification regarding the pending amendment of the JPA to all 19 members of
MBCP, starting the clock on 30 days notification prior to the consideration of the amendment by the Policy Board,
scheduled for December 5 (along with swearing your interim Director and approving of the implementation plan
amendment). As you may conclude from the following email, the discussion about the inclusion of the SLO and MB is
likely to begin around 10:35 and your presence here when the discussion begins will be invaluable.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 8:42 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Robert Shaw <rshaw@mbcommunitypower.org>; Shaw, Robert M. x5359 <ShawRM@co.monterey.ca.us>; Bren Lehr
<blehr@mbcommunitypower.org>
Subject: Protocol for Nov 14 Ops & Joint Meetings
Tom,
Please find below the three steps the Chairs will take on November 14 to move through both agendas as I understood it
from Rob yesterday. It might be a good idea for you or Rob to provide these instructions prior to convening the first
meeting so the Chairs know their rolls and I can also send out an email to this effect as well after posting the agendas to
avoid confusion.
Rob, would you please review these steps and make any necessary adjustments as well as provide any additional
thoughts that will allow these meetings to flow smoothly? Thanks!
STEP 1: Nov 14 Operations Board meeting will convene at 10:30 a.m. Chair Mendez will call the meeting to
order, ask me to take roll, then recess (not adjourn) the meeting;
STEP 2: Nov 14 Joint Policy & Operations Board meeting will convene at or after 10:31 a.m. Chair McPherson will
call the meeting to order, ask me to take roll, call on public comment (Agenda Item 2), then move on to the
discussion item (Agenda Item 3) (no action taken), then adjourn the meeting; Policy Board members are now
excused and do not need to stay for the remainder of the Operations Board meeting;
65
STEP 3: Chair Mendez will reconvene the Operations Board meeting starting with calling for public comment
(Agenda Item 2) and then move on through the rest of the agenda.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
66
Hicks, Bailey
From:Robert Shaw <rshaw@mbcommunitypower.org>
Sent:Wednesday, November 7, 2018 9:10 AM
To:Tom Habashi;'Greg Stepanicich'
Cc:Read, Chris;Shawn Marshall;Matthew Willis;Bren Lehr
Subject:Re: Amendment to MBCP JPA
Greg,
I am just starting with the Authority and picking up this item. At your earliest convenience, can you provide
me with the current redlined draft of the proposed MBCP JPA Amendment.
I would also like to see copies of the draft resolutions when those are complete, although my priority is the
proposed Amendment.
Additionally, to the extent you are available for a quick conversation, I am in my Salinas office today at 831
755 5359.
Thank you in advance.
Rob Shaw
From: Tom Habashi
Sent: Monday, November 5, 2018 8:17:02 AM
To: 'Greg Stepanicich'
Cc: Read, Chris; Shawn Marshall; Matthew Willis; Robert Shaw; Bren Lehr
Subject: Amendment to MBCP JPA
Hi Greg
Thanks for taking on this task. Attached is a draft of the staff report requesting Boards approval of the inclusion of SLO
and Morro Bay to MBCP. Feel free to revise it as you see fit. Our plan is to send the packet to the Board by COB on
Thursday, therefore it would be best if we have the full package from you (edited staff report, revised MBCP JPA marked
and clean version and resolution to include the SLO cities as members of MBCP). I realize that it’s a tight timeline,
however, you have done this so many times in the past for MCE, you probably can do it with eyes closed.
Good to be working with you again
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
67
Hicks, Bailey
From:Hill, Robert
Sent:Wednesday, November 7, 2018 9:07 AM
To:Read, Chris
Subject:RE: MBCP Implementation Plan
Sure. Fine. Whatevs.
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Wednesday, November 7, 2018 9:00 AM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: MBCP Implementation Plan
Chris,
I ran your version by Tom and he had a different understanding. His understanding is that if you (SLO and MB) do not
move forward on 11/14, next Tuesday, MBCP will eat any expenses associated with mobilizing PEA, and SLO/MB will eat
any expenses associated with mobilizing RWG (Greg). If we move forward, SLO/MB are paying for both.
The attached simplified version captures that understanding, based on the assumption SLO and MB Boards vote to move
forward. This means we do not need to put this agreement in place until after 11/14.
Feel free to contact me to discuss further.
Regards,
Dennis Dyc‐O’Neal
Director of Power Services
Direct: (831) 641‐7240
Cell: (831) 431‐3866
ddyconeal@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Tuesday, November 6, 2018 4:02 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: MBCP Implementation Plan
Hi Dennis,
68
We revised the draft Agreement (attached) based on the conversations and emails we have had to date. That
said, those conversations and communications have been happening very rapidly, so if we misunderstood
anything, please let us know. We look forward to your response and welcome any questions or comments you
might have.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Tuesday, November 6, 2018 11:05 AM
To: Read, Chris <cread@slocity.org>
Subject: RE: MBCP Implementation Plan
Chris,
I was asked to create a written agreement regarding this reimbursement method to memorialize it for accounting
purposes.
Not sure if Scott Collins needs to be added as a signatory. Do you represent both cities regarding this effort?
I’m attaching a draft for your review. Let me know if you have any questions or suggested edits. If none, feel free to
print out, sign and return.
Thanks,
Dennis Dyc‐O’Neal
Director of Power Services
Direct: (831) 641‐7240
Cell: (831) 431‐3866
ddyconeal@mbcommunitypower.org
69
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 1:08 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Hi Tom and Kirby,
The costs work for us.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
70
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
71
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
72
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
73
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
74
Hicks, Bailey
From:Read, Chris
Sent:Tuesday, November 6, 2018 11:26 PM
To:Read, Chris
Subject:FW: Meetings on the 13th
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Tuesday, November 6, 2018 11:14 AM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Robert Shaw
<rshaw@mbcommunitypower.org>; Bren Lehr <blehr@mbcommunitypower.org>
Subject: RE: Meetings on the 13th
Chris/Bob/Scott
It will be the first item for discussion after the consent calendar. One snag was pointed out by our GC, apparently the
MBCP JPA calls for notifying the members of the agency of any pending revisions to the JPA one month prior to JPA
consideration of the amendment. He is working on the notification as we speak and we’ll hire a carrier to distribute it to
the 19 members of the agency today which will allow the policy board to act on the amendment during their Dec 5
meeting. We are still keeping the special meeting on for the 14th to discuss the inclusion of SLO and Morro bay, get that
out of the way and be ready to act on it and the addendum of the implementation plan during the Dec meeting.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Tuesday, November 6, 2018 10:50 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Meetings on the 13th
Hi Tom,
For the 10:30 MBCP meeting on the 14th, what time do you expect our item to come up? We would like to
attend.
Thanks,
Chris
75
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 7:02 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
The resolution should be sufficient (no application) and the template that Shawn will use should do the job. MBCP Board
meeting is scheduled for 10:30 AM on the 14th, therefore, We (Matt and me) need to address (if necessary) both
Councils and be back at a reasonable hour that night for our board meeting. It would be helpful if you can coordinate
Bob and Scott to move the consideration of the resolutions to earlier time. I’m indifferent as to which city goes first as
long as I get on the road reasonably early that night.
From: Read, Chris <cread@slocity.org>
Sent: Saturday, November 3, 2018 5:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
Hi Tom,
The meetings are both evening meetings. In SLO, I believe we are last on the agenda. I’m not sure where
Scott from Morro Bay is planning on putting the item (I’ve cc’d him into this conversation for confirmation). I
agree that having you there would be a good move, I’ll confer with Bob and Scott on Monday re: logistics.
Regarding the resolution, Shawn was going to work from an MCE expansion resolution. Does that make
sense? Do you have a template you’d like us to work from?
Also, in the past you had talked about submitting an application, is that still needed, or is the resolution
sufficient?
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 10:42 AM
To: Read, Chris <cread@slocity.org>
Subject: Meetings on the 13th
Chris
At what time will the 2 council meetings on the 13th be held? I, or Matt, can drive down to attend both. I realize
that you don't need anyone from MBCP to get the resolutions adopted, but I thought that being there should
give SLO and Morro Bay governing boards a clear sign of our commitment. Let me know
Get Outlook for Android
76
Hicks, Bailey
From:Hill, Robert
Sent:Tuesday, November 6, 2018 5:02 PM
To:Read, Chris
Subject:RE: MBCP Implementation Plan
Nice work on this!
From: Read, Chris
Sent: Tuesday, November 6, 2018 4:02 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: MBCP Implementation Plan
Hi Dennis,
We revised the draft Agreement (attached) based on the conversations and emails we have had to date. That
said, those conversations and communications have been happening very rapidly, so if we misunderstood
anything, please let us know. We look forward to your response and welcome any questions or comments you
might have.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Tuesday, November 6, 2018 11:05 AM
To: Read, Chris <cread@slocity.org>
Subject: RE: MBCP Implementation Plan
Chris,
I was asked to create a written agreement regarding this reimbursement method to memorialize it for accounting
purposes.
Not sure if Scott Collins needs to be added as a signatory. Do you represent both cities regarding this effort?
77
I’m attaching a draft for your review. Let me know if you have any questions or suggested edits. If none, feel free to
print out, sign and return.
Thanks,
Dennis Dyc‐O’Neal
Director of Power Services
Direct: (831) 641‐7240
Cell: (831) 431‐3866
ddyconeal@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 1:08 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Hi Tom and Kirby,
The costs work for us.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
78
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
79
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
80
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
81
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
82
Hicks, Bailey
From:Read, Chris
Sent:Tuesday, November 6, 2018 4:02 PM
To:Dennis Dyc-O'Neal
Cc:Hill, Robert
Subject:RE: MBCP Implementation Plan
Attachments:City of San Luis Obispo_Reimbursement - SLO Edits.doc
Hi Dennis,
We revised the draft Agreement (attached) based on the conversations and emails we have had to date. That
said, those conversations and communications have been happening very rapidly, so if we misunderstood
anything, please let us know. We look forward to your response and welcome any questions or comments you
might have.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Tuesday, November 6, 2018 11:05 AM
To: Read, Chris <cread@slocity.org>
Subject: RE: MBCP Implementation Plan
Chris,
I was asked to create a written agreement regarding this reimbursement method to memorialize it for accounting
purposes.
Not sure if Scott Collins needs to be added as a signatory. Do you represent both cities regarding this effort?
I’m attaching a draft for your review. Let me know if you have any questions or suggested edits. If none, feel free to
print out, sign and return.
Thanks,
Dennis Dyc‐O’Neal
Director of Power Services
83
Direct: (831) 641‐7240
Cell: (831) 431‐3866
ddyconeal@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 1:08 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Hi Tom and Kirby,
The costs work for us.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
84
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
85
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
86
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
87
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
88
Hicks, Bailey
From:Read, Chris
Sent:Tuesday, November 6, 2018 2:04 PM
To:Hill, Robert
Subject:MBCP - PEA & RWG Agreement
Attachments:City of San Luis Obispo_Reimbursement - SLO Edits.doc
Hi Bob,
Take a look and let me know what you think.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
89
Hicks, Bailey
From:Read, Chris
Sent:Tuesday, November 6, 2018 12:07 PM
To:Hill, Robert
Subject:FW: MBCP Implementation Plan
Attachments:Cities of San Luis Obispo_Morro Bay_Reimbursement.doc
Please advise on how to proceed!
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Tuesday, November 6, 2018 11:05 AM
To: Read, Chris <cread@slocity.org>
Subject: RE: MBCP Implementation Plan
Chris,
I was asked to create a written agreement regarding this reimbursement method to memorialize it for accounting
purposes.
Not sure if Scott Collins needs to be added as a signatory. Do you represent both cities regarding this effort?
I’m attaching a draft for your review. Let me know if you have any questions or suggested edits. If none, feel free to
print out, sign and return.
Thanks,
Dennis Dyc‐O’Neal
Director of Power Services
Direct: (831) 641‐7240
Cell: (831) 431‐3866
ddyconeal@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 1:08 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
90
Hi Tom and Kirby,
The costs work for us.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
91
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
92
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
93
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
94
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
95
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Tuesday, November 6, 2018 11:14 AM
To:Read, Chris
Cc:Hill, Robert;Scott Collins;Robert Shaw;Bren Lehr
Subject:RE: Meetings on the 13th
Chris/Bob/Scott
It will be the first item for discussion after the consent calendar. One snag was pointed out by our GC, apparently the
MBCP JPA calls for notifying the members of the agency of any pending revisions to the JPA one month prior to JPA
consideration of the amendment. He is working on the notification as we speak and we’ll hire a carrier to distribute it to
the 19 members of the agency today which will allow the policy board to act on the amendment during their Dec 5
meeting. We are still keeping the special meeting on for the 14th to discuss the inclusion of SLO and Morro bay, get that
out of the way and be ready to act on it and the addendum of the implementation plan during the Dec meeting.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Tuesday, November 6, 2018 10:50 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Meetings on the 13th
Hi Tom,
For the 10:30 MBCP meeting on the 14th, what time do you expect our item to come up? We would like to
attend.
Thanks,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 7:02 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
96
The resolution should be sufficient (no application) and the template that Shawn will use should do the job. MBCP Board
meeting is scheduled for 10:30 AM on the 14th, therefore, We (Matt and me) need to address (if necessary) both
Councils and be back at a reasonable hour that night for our board meeting. It would be helpful if you can coordinate
Bob and Scott to move the consideration of the resolutions to earlier time. I’m indifferent as to which city goes first as
long as I get on the road reasonably early that night.
From: Read, Chris <cread@slocity.org>
Sent: Saturday, November 3, 2018 5:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
Hi Tom,
The meetings are both evening meetings. In SLO, I believe we are last on the agenda. I’m not sure where
Scott from Morro Bay is planning on putting the item (I’ve cc’d him into this conversation for confirmation). I
agree that having you there would be a good move, I’ll confer with Bob and Scott on Monday re: logistics.
Regarding the resolution, Shawn was going to work from an MCE expansion resolution. Does that make
sense? Do you have a template you’d like us to work from?
Also, in the past you had talked about submitting an application, is that still needed, or is the resolution
sufficient?
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 10:42 AM
To: Read, Chris <cread@slocity.org>
Subject: Meetings on the 13th
Chris
At what time will the 2 council meetings on the 13th be held? I, or Matt, can drive down to attend both. I realize
that you don't need anyone from MBCP to get the resolutions adopted, but I thought that being there should
give SLO and Morro Bay governing boards a clear sign of our commitment. Let me know
Get Outlook for Android
97
Hicks, Bailey
From:Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Sent:Tuesday, November 6, 2018 11:05 AM
To:Read, Chris
Subject:RE: MBCP Implementation Plan
Attachments:Cities of San Luis Obispo_Morro Bay_Reimbursement.doc
Chris,
I was asked to create a written agreement regarding this reimbursement method to memorialize it for accounting
purposes.
Not sure if Scott Collins needs to be added as a signatory. Do you represent both cities regarding this effort?
I’m attaching a draft for your review. Let me know if you have any questions or suggested edits. If none, feel free to
print out, sign and return.
Thanks,
Dennis Dyc‐O’Neal
Director of Power Services
Direct: (831) 641‐7240
Cell: (831) 431‐3866
ddyconeal@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 1:08 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Hi Tom and Kirby,
The costs work for us.
Best,
98
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
99
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
100
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
101
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
102
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
103
Hicks, Bailey
From:Read, Chris
Sent:Tuesday, November 6, 2018 10:50 AM
To:Tom Habashi
Cc:Hill, Robert;Scott Collins
Subject:RE: Meetings on the 13th
Hi Tom,
For the 10:30 MBCP meeting on the 14th, what time do you expect our item to come up? We would like to
attend.
Thanks,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 7:02 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
The resolution should be sufficient (no application) and the template that Shawn will use should do the job. MBCP Board
meeting is scheduled for 10:30 AM on the 14th, therefore, We (Matt and me) need to address (if necessary) both
Councils and be back at a reasonable hour that night for our board meeting. It would be helpful if you can coordinate
Bob and Scott to move the consideration of the resolutions to earlier time. I’m indifferent as to which city goes first as
long as I get on the road reasonably early that night.
From: Read, Chris <cread@slocity.org>
Sent: Saturday, November 3, 2018 5:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
Hi Tom,
The meetings are both evening meetings. In SLO, I believe we are last on the agenda. I’m not sure where
Scott from Morro Bay is planning on putting the item (I’ve cc’d him into this conversation for confirmation). I
agree that having you there would be a good move, I’ll confer with Bob and Scott on Monday re: logistics.
Regarding the resolution, Shawn was going to work from an MCE expansion resolution. Does that make
sense? Do you have a template you’d like us to work from?
Also, in the past you had talked about submitting an application, is that still needed, or is the resolution
sufficient?
Best,
104
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 10:42 AM
To: Read, Chris <cread@slocity.org>
Subject: Meetings on the 13th
Chris
At what time will the 2 council meetings on the 13th be held? I, or Matt, can drive down to attend both. I realize
that you don't need anyone from MBCP to get the resolutions adopted, but I thought that being there should
give SLO and Morro Bay governing boards a clear sign of our commitment. Let me know
Get Outlook for Android
105
Hicks, Bailey
From:Kirby Dusel <kirby@pacificea.com>
Sent:Monday, November 5, 2018 1:11 PM
To:Read, Chris
Cc:Tom Habashi;Dennis Dyc-O'Neal;Hill, Robert;Shawn Marshall;John Dalessi;Scott Collins
Subject:Re: MBCP Implementation Plan
Perfect. Thank you.
It looks like we’re clear to commence this work, unless I hear/read otherwise.
Have a good afternoon.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
On Nov 5, 2018, at 1:08 PM, Read, Chris <cread@slocity.org> wrote:
Hi Tom and Kirby,
The costs work for us.
Best,
Chris Read
Sustainability Manager
<image001.png>
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later,
we can work out a letter of agreement with you to reimburse us. Of course if the deal falls apart and
106
your Councils or our boards get cold feet, then we’ll eat our losses (revisions of implementation plan on
us and revisions to the JPA and other expenses related to legal work that Greg will do are on you).
Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
<image002.jpg>
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi
<thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this
project, and based on previous work (preparation of iPlan updates and related analysis), we expect this
effort will take approximately 40 hours with total costs falling in the range of $10‐12k. Please confirm
that you would like for us to proceed. Thanks again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do
you have a secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
107
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to
share available customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled
some historical data for these prospective MBCP members; we also understood that item 16 and 17
data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank
you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to
prepare and submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
108
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for
data transfer and to answer any questions that are geography specific, but that for the rest of
the edits, they will be working with you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA
project budget and want to make sure we have the necessary funds reserved come
reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as
needed. I think the plan would be for PEA to bill MBCP under our current agreement with them, and for
you to reimburse MBCP. Let me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐
O'Neal <ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐
O'Neal <ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our
contractual relationship with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐
O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please
advise. We’d be happy to do this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
109
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining
MBCP and as such, need to amend the MBCP Implementation Plan. I’ve been directed to
coordinate with you re: Item 16 data. We also have Item 17, as well as TEA’s hourly compiled
data from the Item 16 and Item 17 datasets by customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
<image001.png>
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
110
Hicks, Bailey
From:Read, Chris
Sent:Monday, November 5, 2018 1:08 PM
To:Tom Habashi;Kirby Dusel;Dennis Dyc-O'Neal
Cc:Hill, Robert;Shawn Marshall;John Dalessi;Scott Collins
Subject:RE: MBCP Implementation Plan
Hi Tom and Kirby,
The costs work for us.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
111
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
112
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
113
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
114
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
115
Hicks, Bailey
From:Kirby Dusel <kirby@pacificea.com>
Sent:Monday, November 5, 2018 1:00 PM
To:Tom Habashi;Read, Chris;Dennis Dyc-O'Neal
Cc:Hill, Robert;Shawn Marshall;John Dalessi;Scott Collins
Subject:RE: MBCP Implementation Plan
Thanks, Tom.
As you suggested, we’re hoping to utilize our existing agreement with MBCP to address this work.
If another contractual mechanism or invoicing/payment approach is envisioned, this would likely delay our
commencement of work.
Thanks again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, November 5, 2018 12:47 PM
To: Kirby Dusel <kirby@pacificea.com>; Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
116
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
117
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
118
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
119
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
120
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Monday, November 5, 2018 12:47 PM
To:Kirby Dusel;Read, Chris;Dennis Dyc-O'Neal
Cc:Hill, Robert;Shawn Marshall;John Dalessi;Scott Collins
Subject:RE: MBCP Implementation Plan
Kirby, Sounds reasonable.
Chris, we have an existing contract with PEA that we can use as the vehicle to get this work done. Later, we can work out
a letter of agreement with you to reimburse us. Of course if the deal falls apart and your Councils or our boards get cold
feet, then we’ll eat our losses (revisions of implementation plan on us and revisions to the JPA and other expenses
related to legal work that Greg will do are on you). Sounds fair? or do you prefer to pay PEA directly?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 12:26 PM
To: Read, Chris <cread@slocity.org>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
121
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
122
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
123
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
124
E cread@slocity.org
T 805.781.7151
slocity.org
125
Hicks, Bailey
From:J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent:Monday, November 5, 2018 12:20 PM
To:Hill, Robert
Subject:Automatic reply: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA
Member Applications
I will be out of the office from Monday August 13th until Monday August 20th. For any immediate needs for the following divisions, please
contact:
Marketing - Peter Berridge, Marketing & Communications Manager, pberridge@mbcommunitypower.org
Accounts Services - Mark Bachman, Strategic Accounts Manager, mbachman@mbcommunitypower.org
Programming - Beth Trenchard, Programs, btrenchard@mbcommunitypower.org
Any general requests, please email info@mbcommunitypower.org
To learn more about Monterey Bay Community Power, please visit www.mbcommunitypower.org
126
Hicks, Bailey
From:Kirby Dusel <kirby@pacificea.com>
Sent:Monday, November 5, 2018 12:26 PM
To:Read, Chris;Dennis Dyc-O'Neal
Cc:Hill, Robert;Shawn Marshall;John Dalessi;Scott Collins;'Tom Habashi'
Subject:RE: MBCP Implementation Plan
Chris:
Thank you for uploading pertinent data – it looks like we now have what we need to get going on this project, and based
on previous work (preparation of iPlan updates and related analysis), we expect this effort will take approximately 40
hours with total costs falling in the range of $10‐12k. Please confirm that you would like for us to proceed. Thanks
again.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 9:57 AM
To: Kirby Dusel <kirby@pacificea.com>; Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
127
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
128
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
129
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
130
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Monday, November 5, 2018 12:24 PM
To:Read, Chris
Subject:RE: Missed Call
Chris
If being on the bottom of your Council’s agenda is the best that you can do, then I may ask one or two of my staff to
attend (most likely Mark Adato or Matt Millis or both). Bringing my policy board to a special meeting was equally tough
and I prefer to face them having had enough sleep the night before. Call me before 1:30 or after 3:30 to discuss this or
any other issue.
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Read, Chris <cread@slocity.org>
Sent: Monday, November 5, 2018 11:03 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Missed Call
Tom,
Sorry I missed your call. Let us know what your Counsel has to say.
It is a miracle we were able to get onto the 11/13 agenda; as a result we are last on the agenda, which means
it will be after 8:00p, at the earliest. I’m reaching out to Scott at Morro Bay to see if they can get the item on the
agenda early. I’ll let you know when I hear back from him.
I also want to discuss a line in the MBCP draft staff report you sent to Greg, “the cities will handle much of the
community engagement activities until we near the launch date of the SLO cities in 2020.” We need to better
understand what you mean by this, as well as discuss a handful of other details. We can do so via phone, or I
can send over a bulleted list of questions/issues to resolve via email. Let me know your preference.
Thank you for being able to move so rapidly on this!
Best,
Chris Read
Sustainability Manager
131
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
132
Hicks, Bailey
From:Hill, Robert
Sent:Monday, November 5, 2018 12:19 PM
To:J.R. Killigrew
Subject:RE: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member
Applications
Congrats!
From: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent: Friday, November 2, 2018 7:58 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: Re: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
I know we are all excited about SLO/MB joining the CCA family as well
Get Outlook for iOS
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, November 2, 2018 7:48 PM
To: J.R. Killigrew
Cc: Read, Chris
Subject: Re: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Thank you, sir.
And we on our agendas for 11/13.
?
Robert Hill
City Administration
990 Palm Street, San Luis Obispo, CA 93401‐3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent: Friday, November 2, 2018 6:38:38 PM
To: Hill, Robert
Cc: Read, Chris
Subject: Fwd: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Hi Robert,
133
FYI
Get Outlook for iOS
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Friday, November 2, 2018 2:42 PM
To: Alan Haffa (City of Monterey); Anna Velazquez (City of Soledad [Alternate for City of Gonzalez]); Bruce Delgado (City
of Marina); Bruce McPherson (County of Santa Cruz); Ed Smith (City of Monterey [Alternate]); Jacques Bertrand (City of
Capitola [Alternate]); Jaime De La Cruz (County of San Benito [Alternate Jerry Muenzer ‐ same email]); Jane Parker
(County of Monterey); Jerry Muenzer; Joe Gunter (City of Salinas [Alternate]); John Freeman; John Phillips (County of
Monterey [Alternate]); Maria Orozco (City of Gonzales); Michael Termini (City of Capitola); Ralph Rubio (City of Seaside
[Alternate for City of Marina]); Rebecca Garcia (City of Watsonville [Alternate]); Richelle Noroyan (City of Santa Cruz
[Alternate]); Ryan Coonerty (County of Santa Cruz [Alternate]); Sandy Brown (City of Santa Cruz); Steve McShane (City of
Salinas); Trina Coffman‐Gomez (City of Watsonville); Allison Endert; Andrea Curtis; Anita Sharp; Darlene Noriega;
gine.johnson@santacruzcounty.us; Lori Chappell; Mary Villages; Michael Gomez; Monica Munoz; Rosa Salcedo
Cc: J.R. Killigrew; Matthew Willis; shawnmarshall@leanenergyus.org; cread@slocity.org; Bren Lehr
Subject: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Good afternoon, Policy Board of Directors –
On behalf of CEO Tom Habashi I’m writing to inform you that MBCP is expecting to receive applications from the cities of
San Luis Obispo and Morro Bay requesting to join our JPA. In order to ensure we can launch these two cities by January
of 2020, we must update the Implementation Plan and revise the JPA by December 31, 2018; therefore, we are
considering completing this process in 2 Stages as follows:
Stage 1: Approve applications by the requested cities and revise the JPA (joint meeting of the Policy/Operations
Boards on November 14, 2018); and
Stage 2: Swear‐in the new members of the Policy Board of Directors and approve the Implementation Plan
addendum (meeting of the Policy Board on December 5, 2018).
We anticipate Stage 2 to be completed at your Regular meeting on December 5, 2018; however, we request that a joint
meeting convene with the Operations Board on November 14, 2018 (10:30 a.m. convene time) to complete Stage 1. The
remote location in Santa Cruz will be available for members who cannot attend in person.
Please participate in my Doodle Poll to provide me with your availability to meet on November 14 as soon as possible so
that I can determine a quorum of the Policy Board of Directors.
In case we are unable to establish a quorum of the Board, both Stages will be completed on December 5. Thank you in
advance for your prompt response to this email.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
134
Monterey, CA 93940
mbcommunitypower.org
135
Hicks, Bailey
From:Read, Chris
Sent:Monday, November 5, 2018 12:08 PM
To:Kirby Dusel
Cc:Dennis Dyc-O'Neal;John Dalessi;Shawn Marshall;Hill, Robert;Scott Collins
Subject:Load Data
Kirby,
We just uploaded the following items to the BOX folder:
Item 16 for Morro Bay and San Luis Obispo for 2016 and 2017
Item 16 for Morro Bay and San Luis Obispo for 2017
TEA’s hourly compiled data from the Item 16 and Item 17 datasets by customer class by city
Please confirm receipt via email and give me a call/text on my cell phone if there are any issues.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
136
Hicks, Bailey
From:Read, Chris
Sent:Monday, November 5, 2018 11:03 AM
To:Tom Habashi
Cc:Hill, Robert
Subject:Missed Call
Tom,
Sorry I missed your call. Let us know what your Counsel has to say.
It is a miracle we were able to get onto the 11/13 agenda; as a result we are last on the agenda, which means
it will be after 8:00p, at the earliest. I’m reaching out to Scott at Morro Bay to see if they can get the item on the
agenda early. I’ll let you know when I hear back from him.
I also want to discuss a line in the MBCP draft staff report you sent to Greg, “the cities will handle much of the
community engagement activities until we near the launch date of the SLO cities in 2020.” We need to better
understand what you mean by this, as well as discuss a handful of other details. We can do so via phone, or I
can send over a bulleted list of questions/issues to resolve via email. Let me know your preference.
Thank you for being able to move so rapidly on this!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
137
Hicks, Bailey
From:Read, Chris
Sent:Monday, November 5, 2018 9:57 AM
To:Kirby Dusel;Dennis Dyc-O'Neal
Cc:Hill, Robert;Shawn Marshall;John Dalessi;Scott Collins;'Tom Habashi'
Subject:RE: MBCP Implementation Plan
Hi Kirby,
I think it may have been lost in the email chain below, but yes, we can share our data now. Do you have a
secure protocol (FTP, or otherwise) for sharing the data?
Thanks!
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Monday, November 5, 2018 9:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>; Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; John Dalessi
<john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>; 'Tom Habashi'
<tom.habashi@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
138
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
139
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
140
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
141
Hicks, Bailey
From:Kirby Dusel <kirby@pacificea.com>
Sent:Monday, November 5, 2018 9:49 AM
To:Dennis Dyc-O'Neal;Read, Chris
Cc:Hill, Robert;Shawn Marshall;John Dalessi;Scott Collins;'Tom Habashi'
Subject:RE: MBCP Implementation Plan
Attachments:PGE CCA NDA_Dusel Signed.pdf
Good morning, all.
Prior to developing a cost estimate for this project, I believe that Tom (or his designee) was going to share available
customer usage data with us. Tom is copied here; please let me know if we’re mistaken.
In particular, we understood from our recent conversation (with Tom) that TEA had previously compiled some historical
data for these prospective MBCP members; we also understood that item 16 and 17 data sets are available.
Please provide such data at your earliest convenience, and we’ll work to prepare a cost estimate. Thank you.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 1:16 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
142
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
143
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
144
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Monday, November 5, 2018 8:17 AM
To:'Greg Stepanicich'
Cc:Read, Chris;Shawn Marshall;Matthew Willis;Robert Shaw;Bren Lehr
Subject:Amendment to MBCP JPA
Attachments:Staff Report SLO_MB_Recruitment3978_final.doc
Hi Greg
Thanks for taking on this task. Attached is a draft of the staff report requesting Boards approval of the inclusion of SLO
and Morro Bay to MBCP. Feel free to revise it as you see fit. Our plan is to send the packet to the Board by COB on
Thursday, therefore it would be best if we have the full package from you (edited staff report, revised MBCP JPA marked
and clean version and resolution to include the SLO cities as members of MBCP). I realize that it’s a tight timeline,
however, you have done this so many times in the past for MCE, you probably can do it with eyes closed.
Good to be working with you again
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
145
Hicks, Bailey
From:Read, Chris
Sent:Saturday, November 3, 2018 8:37 PM
To:Tom Habashi
Cc:Hill, Robert;Scott Collins;Shawn Marshall
Subject:RE: Meetings on the 13th
Writing the staff report now… would it be possible to name an interim Policy Board-member for December 5
and then be more intentional about how the two cities share their seat shortly thereafter?
The short of it: I think Board representation is going to be the most challenging conversation and I think it is
going to require hearing each Council deliberate before we have a chance to get it right. I think we can get to a
good place with additional discussion at the November 28 CCCE Board meeting. Let me know your thoughts…
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 7:02 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
The resolution should be sufficient (no application) and the template that Shawn will use should do the job. MBCP Board
meeting is scheduled for 10:30 AM on the 14th, therefore, We (Matt and me) need to address (if necessary) both
Councils and be back at a reasonable hour that night for our board meeting. It would be helpful if you can coordinate
Bob and Scott to move the consideration of the resolutions to earlier time. I’m indifferent as to which city goes first as
long as I get on the road reasonably early that night.
From: Read, Chris <cread@slocity.org>
Sent: Saturday, November 3, 2018 5:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
Hi Tom,
The meetings are both evening meetings. In SLO, I believe we are last on the agenda. I’m not sure where
Scott from Morro Bay is planning on putting the item (I’ve cc’d him into this conversation for confirmation). I
agree that having you there would be a good move, I’ll confer with Bob and Scott on Monday re: logistics.
Regarding the resolution, Shawn was going to work from an MCE expansion resolution. Does that make
sense? Do you have a template you’d like us to work from?
Also, in the past you had talked about submitting an application, is that still needed, or is the resolution
sufficient?
146
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 10:42 AM
To: Read, Chris <cread@slocity.org>
Subject: Meetings on the 13th
Chris
At what time will the 2 council meetings on the 13th be held? I, or Matt, can drive down to attend both. I realize
that you don't need anyone from MBCP to get the resolutions adopted, but I thought that being there should
give SLO and Morro Bay governing boards a clear sign of our commitment. Let me know
Get Outlook for Android
147
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Saturday, November 3, 2018 7:02 PM
To:Read, Chris
Cc:Hill, Robert;Scott Collins;Shawn Marshall
Subject:RE: Meetings on the 13th
The resolution should be sufficient (no application) and the template that Shawn will use should do the job. MBCP Board
meeting is scheduled for 10:30 AM on the 14th, therefore, We (Matt and me) need to address (if necessary) both
Councils and be back at a reasonable hour that night for our board meeting. It would be helpful if you can coordinate
Bob and Scott to move the consideration of the resolutions to earlier time. I’m indifferent as to which city goes first as
long as I get on the road reasonably early that night.
From: Read, Chris <cread@slocity.org>
Sent: Saturday, November 3, 2018 5:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Scott Collins <scollins@morrobayca.gov>; Shawn Marshall
<shawnmarshall@leanenergyus.org>
Subject: RE: Meetings on the 13th
Hi Tom,
The meetings are both evening meetings. In SLO, I believe we are last on the agenda. I’m not sure where
Scott from Morro Bay is planning on putting the item (I’ve cc’d him into this conversation for confirmation). I
agree that having you there would be a good move, I’ll confer with Bob and Scott on Monday re: logistics.
Regarding the resolution, Shawn was going to work from an MCE expansion resolution. Does that make
sense? Do you have a template you’d like us to work from?
Also, in the past you had talked about submitting an application, is that still needed, or is the resolution
sufficient?
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 10:42 AM
To: Read, Chris <cread@slocity.org>
Subject: Meetings on the 13th
Chris
At what time will the 2 council meetings on the 13th be held? I, or Matt, can drive down to attend both. I realize
that you don't need anyone from MBCP to get the resolutions adopted, but I thought that being there should
give SLO and Morro Bay governing boards a clear sign of our commitment. Let me know
Get Outlook for Android
148
Hicks, Bailey
From:Read, Chris
Sent:Saturday, November 3, 2018 5:27 PM
To:Tom Habashi
Cc:Hill, Robert;Scott Collins;Shawn Marshall
Subject:RE: Meetings on the 13th
Hi Tom,
The meetings are both evening meetings. In SLO, I believe we are last on the agenda. I’m not sure where
Scott from Morro Bay is planning on putting the item (I’ve cc’d him into this conversation for confirmation). I
agree that having you there would be a good move, I’ll confer with Bob and Scott on Monday re: logistics.
Regarding the resolution, Shawn was going to work from an MCE expansion resolution. Does that make
sense? Do you have a template you’d like us to work from?
Also, in the past you had talked about submitting an application, is that still needed, or is the resolution
sufficient?
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Saturday, November 3, 2018 10:42 AM
To: Read, Chris <cread@slocity.org>
Subject: Meetings on the 13th
Chris
At what time will the 2 council meetings on the 13th be held? I, or Matt, can drive down to attend both. I realize
that you don't need anyone from MBCP to get the resolutions adopted, but I thought that being there should
give SLO and Morro Bay governing boards a clear sign of our commitment. Let me know
Get Outlook for Android
149
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Saturday, November 3, 2018 10:42 AM
To:Read, Chris
Subject:Meetings on the 13th
Chris
At what time will the 2 council meetings on the 13th be held? I, or Matt, can drive down to attend both. I realize
that you don't need anyone from MBCP to get the resolutions adopted, but I thought that being there should
give SLO and Morro Bay governing boards a clear sign of our commitment. Let me know
Get Outlook for Android
150
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Friday, November 2, 2018 8:08 PM
To:Read, Chris
Cc:Hill, Robert;Gregory W. Stepanicich;Ansolabehere, Jon;Scott Collins
Subject:Re: Update - City Council Meetings & JPA Update
Chris
I need to review your staff report, the JPA revision and the resolution that your councils will consider prior to
sharing them to ensure no fatal flaws. The most important of course is the JPA revisions which I plan to ask
our Board to approve on the 14th if I can get a quorum. Also, immediately after your councils approve of the
resolution to join mbcp, you should have the mayors sign and forward them to us so we may place them at the
table for our meeting. Feel free to call my cell to discuss over the weekend if necessary
Get Outlook for Android
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 3:27:59 PM
To: Tom Habashi
Cc: Hill, Robert; Gregory W. Stepanicich; Ansolabehere, Jon; Scott Collins
Subject: Update ‐ City Council Meetings & JPA Update
Hi Tom,
Two quick updates:
1. We are confirmed for 11/13 City Council meetings. I will have a staff report for your team to review by
COB on Monday. We will release publicly on Thursday, 11/8.
2. Greg is kind enough to update the JPA on an extremely tight timeframe. As we understand it, the
amended JPA would have to be included in our resolution in our 11/13 staff report, which means we
would need to draft it and have your approval of edits (e.g., are they edits that would be agreed to by
your Board) on 11/8. Please feel free to coordinate directly with Greg if that is most efficient. Greg, let
me know if I got any of that wrong.
Let us know if you have any questions.
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
151
Hicks, Bailey
From:Hill, Robert
Sent:Friday, November 2, 2018 7:48 PM
To:J.R. Killigrew
Cc:Read, Chris
Subject:Re: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member
Applications
Thank you, sir.
And we on our agendas for 11/13.
Baby yet!?
Robert Hill
City Administration
990 Palm Street, San Luis Obispo, CA 93401‐3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent: Friday, November 2, 2018 6:38:38 PM
To: Hill, Robert
Cc: Read, Chris
Subject: Fwd: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Hi Robert,
FYI
Get Outlook for iOS
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Friday, November 2, 2018 2:42 PM
To: Alan Haffa (City of Monterey); Anna Velazquez (City of Soledad [Alternate for City of Gonzalez]); Bruce Delgado (City
of Marina); Bruce McPherson (County of Santa Cruz); Ed Smith (City of Monterey [Alternate]); Jacques Bertrand (City of
Capitola [Alternate]); Jaime De La Cruz (County of San Benito [Alternate Jerry Muenzer ‐ same email]); Jane Parker
(County of Monterey); Jerry Muenzer; Joe Gunter (City of Salinas [Alternate]); John Freeman; John Phillips (County of
Monterey [Alternate]); Maria Orozco (City of Gonzales); Michael Termini (City of Capitola); Ralph Rubio (City of Seaside
[Alternate for City of Marina]); Rebecca Garcia (City of Watsonville [Alternate]); Richelle Noroyan (City of Santa Cruz
[Alternate]); Ryan Coonerty (County of Santa Cruz [Alternate]); Sandy Brown (City of Santa Cruz); Steve McShane (City of
Salinas); Trina Coffman‐Gomez (City of Watsonville); Allison Endert; Andrea Curtis; Anita Sharp; Darlene Noriega;
gine.johnson@santacruzcounty.us; Lori Chappell; Mary Villages; Michael Gomez; Monica Munoz; Rosa Salcedo
Cc: J.R. Killigrew; Matthew Willis; shawnmarshall@leanenergyus.org; cread@slocity.org; Bren Lehr
Subject: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Good afternoon, Policy Board of Directors –
152
On behalf of CEO Tom Habashi I’m writing to inform you that MBCP is expecting to receive applications from the cities of
San Luis Obispo and Morro Bay requesting to join our JPA. In order to ensure we can launch these two cities by January
of 2020, we must update the Implementation Plan and revise the JPA by December 31, 2018; therefore, we are
considering completing this process in 2 Stages as follows:
Stage 1: Approve applications by the requested cities and revise the JPA (joint meeting of the Policy/Operations
Boards on November 14, 2018); and
Stage 2: Swear‐in the new members of the Policy Board of Directors and approve the Implementation Plan
addendum (meeting of the Policy Board on December 5, 2018).
We anticipate Stage 2 to be completed at your Regular meeting on December 5, 2018; however, we request that a joint
meeting convene with the Operations Board on November 14, 2018 (10:30 a.m. convene time) to complete Stage 1. The
remote location in Santa Cruz will be available for members who cannot attend in person.
Please participate in my Doodle Poll to provide me with your availability to meet on November 14 as soon as possible so
that I can determine a quorum of the Policy Board of Directors.
In case we are unable to establish a quorum of the Board, both Stages will be completed on December 5. Thank you in
advance for your prompt response to this email.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
153
Hicks, Bailey
From:J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent:Friday, November 2, 2018 6:39 PM
To:Hill, Robert
Cc:Read, Chris
Subject:Fwd: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member
Applications
Hi Robert,
FYI
Get Outlook for iOS
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Friday, November 2, 2018 2:42 PM
To: Alan Haffa (City of Monterey); Anna Velazquez (City of Soledad [Alternate for City of Gonzalez]); Bruce Delgado (City
of Marina); Bruce McPherson (County of Santa Cruz); Ed Smith (City of Monterey [Alternate]); Jacques Bertrand (City of
Capitola [Alternate]); Jaime De La Cruz (County of San Benito [Alternate Jerry Muenzer ‐ same email]); Jane Parker
(County of Monterey); Jerry Muenzer; Joe Gunter (City of Salinas [Alternate]); John Freeman; John Phillips (County of
Monterey [Alternate]); Maria Orozco (City of Gonzales); Michael Termini (City of Capitola); Ralph Rubio (City of Seaside
[Alternate for City of Marina]); Rebecca Garcia (City of Watsonville [Alternate]); Richelle Noroyan (City of Santa Cruz
[Alternate]); Ryan Coonerty (County of Santa Cruz [Alternate]); Sandy Brown (City of Santa Cruz); Steve McShane (City of
Salinas); Trina Coffman‐Gomez (City of Watsonville); Allison Endert; Andrea Curtis; Anita Sharp; Darlene Noriega;
gine.johnson@santacruzcounty.us; Lori Chappell; Mary Villages; Michael Gomez; Monica Munoz; Rosa Salcedo
Cc: J.R. Killigrew; Matthew Willis; shawnmarshall@leanenergyus.org; cread@slocity.org; Bren Lehr
Subject: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Good afternoon, Policy Board of Directors –
On behalf of CEO Tom Habashi I’m writing to inform you that MBCP is expecting to receive applications from the cities of
San Luis Obispo and Morro Bay requesting to join our JPA. In order to ensure we can launch these two cities by January
of 2020, we must update the Implementation Plan and revise the JPA by December 31, 2018; therefore, we are
considering completing this process in 2 Stages as follows:
154
Stage 1: Approve applications by the requested cities and revise the JPA (joint meeting of the Policy/Operations
Boards on November 14, 2018); and
Stage 2: Swear‐in the new members of the Policy Board of Directors and approve the Implementation Plan
addendum (meeting of the Policy Board on December 5, 2018).
We anticipate Stage 2 to be completed at your Regular meeting on December 5, 2018; however, we request that a joint
meeting convene with the Operations Board on November 14, 2018 (10:30 a.m. convene time) to complete Stage 1. The
remote location in Santa Cruz will be available for members who cannot attend in person.
Please participate in my Doodle Poll to provide me with your availability to meet on November 14 as soon as possible so
that I can determine a quorum of the Policy Board of Directors.
In case we are unable to establish a quorum of the Board, both Stages will be completed on December 5. Thank you in
advance for your prompt response to this email.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
155
Hicks, Bailey
From:Read, Chris
Sent:Friday, November 2, 2018 3:28 PM
To:Tom Habashi
Cc:Hill, Robert;Gregory W. Stepanicich;Ansolabehere, Jon;Scott Collins
Subject:Update - City Council Meetings & JPA Update
Hi Tom,
Two quick updates:
1. We are confirmed for 11/13 City Council meetings. I will have a staff report for your team to review by
COB on Monday. We will release publicly on Thursday, 11/8.
2. Greg is kind enough to update the JPA on an extremely tight timeframe. As we understand it, the
amended JPA would have to be included in our resolution in our 11/13 staff report, which means we
would need to draft it and have your approval of edits (e.g., are they edits that would be agreed to by
your Board) on 11/8. Please feel free to coordinate directly with Greg if that is most efficient. Greg, let
me know if I got any of that wrong.
Let us know if you have any questions.
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
156
Hicks, Bailey
From:Read, Chris
Sent:Friday, November 2, 2018 3:22 PM
To:Gregory W. Stepanicich;Hill, Robert
Subject:RE: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member
Applications
We haven’t discussed it at present, but the last time we talked, it is a letter sent from Council. Probably would
take Council action on 11/13.
From: Gregory W. Stepanicich <GStepanicich@rwglaw.com>
Sent: Friday, November 2, 2018 3:21 PM
To: Read, Chris <cread@slocity.org>; Hill, Robert <rhill@slocity.org>
Subject: RE: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
What form of application is MBCP looking for.
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 2:57 PM
To: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Hill, Robert <rhill@slocity.org>
Subject: FW: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Importance: High
Good timing… Does this address our concerns? Greg, is this feasible on your end?
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Friday, November 2, 2018 2:43 PM
To: Alan Haffa (City of Monterey) <haffa@monterey.org>; Anna Velazquez (City of Soledad [Alternate for City of
Gonzalez]) <avelazquez@cityofsoledad.com>; Bruce Delgado (City of Marina) <bdelgado62@gmail.com>; Bruce
McPherson (County of Santa Cruz) <bruce.mcpherson@santacruzcounty.us>; Ed Smith (City of Monterey [Alternate])
<smith@monterey.org>; Jacques Bertrand (City of Capitola [Alternate]) <jbertrand@ci.capitola.ca.us>; Jaime De La Cruz
(County of San Benito [Alternate Jerry Muenzer ‐ same email]) <sbcsuper@cosb.us>; Jane Parker (County of Monterey)
<district4@co.monterey.ca.us>; Jerry Muenzer <jerrymuenzer@gmail.com>; Joe Gunter (City of Salinas [Alternate])
<salinasmayor@ci.salinas.ca.us>; John Freeman <John.freeman258@gmail.com>; John Phillips (County of Monterey
[Alternate]) <district2@co.monterey.ca.us>; Maria Orozco (City of Gonzales) <morozco@ci.gonzales.ca.us>; Michael
Termini (City of Capitola) <michael@triadelectric.com>; Ralph Rubio (City of Seaside [Alternate for City of Marina])
<rrubio@ci.seaside.ca.us>; Rebecca Garcia (City of Watsonville [Alternate]) <rebecca.garcia@cityofwatsonville.org>;
Richelle Noroyan (City of Santa Cruz [Alternate]) <rnoroyan@cityofsantacruz.com>; Ryan Coonerty (County of Santa Cruz
[Alternate]) <ryan.coonerty@santacruzcounty.us>; Sandy Brown (City of Santa Cruz) <sbrown@cityofsantacruz.com>;
Steve McShane (City of Salinas) <stevem@ci.salinas.ca.us>; Trina Coffman‐Gomez (City of Watsonville)
<trina.coffman@cityofwatsonville.org>; Allison Endert <allison.endert@santacruzcounty.us>; Andrea Curtis
<andrea.curtis@cityofwatsonville.org>; Anita Sharp <ashepherd@cityofmarina.org>; Darlene Noriega
<darlene.noriega@cityofsoledad.com>; gine.johnson@santacruzcounty.us; Lori Chappell
<chappellla@co.monterey.ca.us>; Mary Villages <mvillegas@ci.gonzales.ca.us>; Michael Gomez
<michaelgo@ci.salinas.ca.us>; Monica Munoz <munozm1@co.monterey.ca.us>; Rosa Salcedo
<rsalcedo@ci.seaside.ca.us>
Cc: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Matthew Willis <mwillis@mbcommunitypower.org>;
shawnmarshall@leanenergyus.org; Read, Chris <cread@slocity.org>; Bren Lehr <blehr@mbcommunitypower.org>
157
Subject: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Importance: High
Good afternoon, Policy Board of Directors –
On behalf of CEO Tom Habashi I’m writing to inform you that MBCP is expecting to receive applications from the cities of
San Luis Obispo and Morro Bay requesting to join our JPA. In order to ensure we can launch these two cities by January
of 2020, we must update the Implementation Plan and revise the JPA by December 31, 2018; therefore, we are
considering completing this process in 2 Stages as follows:
Stage 1: Approve applications by the requested cities and revise the JPA (joint meeting of the Policy/Operations
Boards on November 14, 2018); and
Stage 2: Swear‐in the new members of the Policy Board of Directors and approve the Implementation Plan
addendum (meeting of the Policy Board on December 5, 2018).
We anticipate Stage 2 to be completed at your Regular meeting on December 5, 2018; however, we request that a joint
meeting convene with the Operations Board on November 14, 2018 (10:30 a.m. convene time) to complete Stage 1. The
remote location in Santa Cruz will be available for members who cannot attend in person.
Please participate in my Doodle Poll to provide me with your availability to meet on November 14 as soon as possible so
that I can determine a quorum of the Policy Board of Directors.
In case we are unable to establish a quorum of the Board, both Stages will be completed on December 5. Thank you in
advance for your prompt response to this email.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
Click here to report this email as spam.
158
Hicks, Bailey
From:Gregory W. Stepanicich <GStepanicich@rwglaw.com>
Sent:Friday, November 2, 2018 3:21 PM
To:Read, Chris;Hill, Robert
Subject:RE: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member
Applications
What form of application is MBCP looking for.
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 2:57 PM
To: Gregory W. Stepanicich <GStepanicich@rwglaw.com>; Hill, Robert <rhill@slocity.org>
Subject: FW: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Importance: High
Good timing… Does this address our concerns? Greg, is this feasible on your end?
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Friday, November 2, 2018 2:43 PM
To: Alan Haffa (City of Monterey) <haffa@monterey.org>; Anna Velazquez (City of Soledad [Alternate for City of
Gonzalez]) <avelazquez@cityofsoledad.com>; Bruce Delgado (City of Marina) <bdelgado62@gmail.com>; Bruce
McPherson (County of Santa Cruz) <bruce.mcpherson@santacruzcounty.us>; Ed Smith (City of Monterey [Alternate])
<smith@monterey.org>; Jacques Bertrand (City of Capitola [Alternate]) <jbertrand@ci.capitola.ca.us>; Jaime De La Cruz
(County of San Benito [Alternate Jerry Muenzer ‐ same email]) <sbcsuper@cosb.us>; Jane Parker (County of Monterey)
<district4@co.monterey.ca.us>; Jerry Muenzer <jerrymuenzer@gmail.com>; Joe Gunter (City of Salinas [Alternate])
<salinasmayor@ci.salinas.ca.us>; John Freeman <John.freeman258@gmail.com>; John Phillips (County of Monterey
[Alternate]) <district2@co.monterey.ca.us>; Maria Orozco (City of Gonzales) <morozco@ci.gonzales.ca.us>; Michael
Termini (City of Capitola) <michael@triadelectric.com>; Ralph Rubio (City of Seaside [Alternate for City of Marina])
<rrubio@ci.seaside.ca.us>; Rebecca Garcia (City of Watsonville [Alternate]) <rebecca.garcia@cityofwatsonville.org>;
Richelle Noroyan (City of Santa Cruz [Alternate]) <rnoroyan@cityofsantacruz.com>; Ryan Coonerty (County of Santa Cruz
[Alternate]) <ryan.coonerty@santacruzcounty.us>; Sandy Brown (City of Santa Cruz) <sbrown@cityofsantacruz.com>;
Steve McShane (City of Salinas) <stevem@ci.salinas.ca.us>; Trina Coffman‐Gomez (City of Watsonville)
<trina.coffman@cityofwatsonville.org>; Allison Endert <allison.endert@santacruzcounty.us>; Andrea Curtis
<andrea.curtis@cityofwatsonville.org>; Anita Sharp <ashepherd@cityofmarina.org>; Darlene Noriega
<darlene.noriega@cityofsoledad.com>; gine.johnson@santacruzcounty.us; Lori Chappell
<chappellla@co.monterey.ca.us>; Mary Villages <mvillegas@ci.gonzales.ca.us>; Michael Gomez
<michaelgo@ci.salinas.ca.us>; Monica Munoz <munozm1@co.monterey.ca.us>; Rosa Salcedo
<rsalcedo@ci.seaside.ca.us>
Cc: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Matthew Willis <mwillis@mbcommunitypower.org>;
shawnmarshall@leanenergyus.org; Read, Chris <cread@slocity.org>; Bren Lehr <blehr@mbcommunitypower.org>
Subject: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Importance: High
Good afternoon, Policy Board of Directors –
On behalf of CEO Tom Habashi I’m writing to inform you that MBCP is expecting to receive applications from the cities of
San Luis Obispo and Morro Bay requesting to join our JPA. In order to ensure we can launch these two cities by January
of 2020, we must update the Implementation Plan and revise the JPA by December 31, 2018; therefore, we are
considering completing this process in 2 Stages as follows:
159
Stage 1: Approve applications by the requested cities and revise the JPA (joint meeting of the Policy/Operations
Boards on November 14, 2018); and
Stage 2: Swear‐in the new members of the Policy Board of Directors and approve the Implementation Plan
addendum (meeting of the Policy Board on December 5, 2018).
We anticipate Stage 2 to be completed at your Regular meeting on December 5, 2018; however, we request that a joint
meeting convene with the Operations Board on November 14, 2018 (10:30 a.m. convene time) to complete Stage 1. The
remote location in Santa Cruz will be available for members who cannot attend in person.
Please participate in my Doodle Poll to provide me with your availability to meet on November 14 as soon as possible so
that I can determine a quorum of the Policy Board of Directors.
In case we are unable to establish a quorum of the Board, both Stages will be completed on December 5. Thank you in
advance for your prompt response to this email.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
Click here to report this email as spam.
160
Hicks, Bailey
From:Read, Chris
Sent:Friday, November 2, 2018 2:57 PM
To:Gregory W. Stepanicich;Hill, Robert
Subject:FW: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member
Applications
Good timing… Does this address our concerns? Greg, is this feasible on your end?
From: Bren Lehr <blehr@mbcommunitypower.org>
Sent: Friday, November 2, 2018 2:43 PM
To: Alan Haffa (City of Monterey) <haffa@monterey.org>; Anna Velazquez (City of Soledad [Alternate for City of
Gonzalez]) <avelazquez@cityofsoledad.com>; Bruce Delgado (City of Marina) <bdelgado62@gmail.com>; Bruce
McPherson (County of Santa Cruz) <bruce.mcpherson@santacruzcounty.us>; Ed Smith (City of Monterey [Alternate])
<smith@monterey.org>; Jacques Bertrand (City of Capitola [Alternate]) <jbertrand@ci.capitola.ca.us>; Jaime De La Cruz
(County of San Benito [Alternate Jerry Muenzer ‐ same email]) <sbcsuper@cosb.us>; Jane Parker (County of Monterey)
<district4@co.monterey.ca.us>; Jerry Muenzer <jerrymuenzer@gmail.com>; Joe Gunter (City of Salinas [Alternate])
<salinasmayor@ci.salinas.ca.us>; John Freeman <John.freeman258@gmail.com>; John Phillips (County of Monterey
[Alternate]) <district2@co.monterey.ca.us>; Maria Orozco (City of Gonzales) <morozco@ci.gonzales.ca.us>; Michael
Termini (City of Capitola) <michael@triadelectric.com>; Ralph Rubio (City of Seaside [Alternate for City of Marina])
<rrubio@ci.seaside.ca.us>; Rebecca Garcia (City of Watsonville [Alternate]) <rebecca.garcia@cityofwatsonville.org>;
Richelle Noroyan (City of Santa Cruz [Alternate]) <rnoroyan@cityofsantacruz.com>; Ryan Coonerty (County of Santa Cruz
[Alternate]) <ryan.coonerty@santacruzcounty.us>; Sandy Brown (City of Santa Cruz) <sbrown@cityofsantacruz.com>;
Steve McShane (City of Salinas) <stevem@ci.salinas.ca.us>; Trina Coffman‐Gomez (City of Watsonville)
<trina.coffman@cityofwatsonville.org>; Allison Endert <allison.endert@santacruzcounty.us>; Andrea Curtis
<andrea.curtis@cityofwatsonville.org>; Anita Sharp <ashepherd@cityofmarina.org>; Darlene Noriega
<darlene.noriega@cityofsoledad.com>; gine.johnson@santacruzcounty.us; Lori Chappell
<chappellla@co.monterey.ca.us>; Mary Villages <mvillegas@ci.gonzales.ca.us>; Michael Gomez
<michaelgo@ci.salinas.ca.us>; Monica Munoz <munozm1@co.monterey.ca.us>; Rosa Salcedo
<rsalcedo@ci.seaside.ca.us>
Cc: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Matthew Willis <mwillis@mbcommunitypower.org>;
shawnmarshall@leanenergyus.org; Read, Chris <cread@slocity.org>; Bren Lehr <blehr@mbcommunitypower.org>
Subject: PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member Applications
Importance: High
Good afternoon, Policy Board of Directors –
On behalf of CEO Tom Habashi I’m writing to inform you that MBCP is expecting to receive applications from the cities of
San Luis Obispo and Morro Bay requesting to join our JPA. In order to ensure we can launch these two cities by January
of 2020, we must update the Implementation Plan and revise the JPA by December 31, 2018; therefore, we are
considering completing this process in 2 Stages as follows:
Stage 1: Approve applications by the requested cities and revise the JPA (joint meeting of the Policy/Operations
Boards on November 14, 2018); and
Stage 2: Swear‐in the new members of the Policy Board of Directors and approve the Implementation Plan
addendum (meeting of the Policy Board on December 5, 2018).
161
We anticipate Stage 2 to be completed at your Regular meeting on December 5, 2018; however, we request that a joint
meeting convene with the Operations Board on November 14, 2018 (10:30 a.m. convene time) to complete Stage 1. The
remote location in Santa Cruz will be available for members who cannot attend in person.
Please participate in my Doodle Poll to provide me with your availability to meet on November 14 as soon as possible so
that I can determine a quorum of the Policy Board of Directors.
In case we are unable to establish a quorum of the Board, both Stages will be completed on December 5. Thank you in
advance for your prompt response to this email.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
162
Hicks, Bailey
From:Bren Lehr <blehr@mbcommunitypower.org>
Sent:Friday, November 2, 2018 2:43 PM
To:Alan Haffa (City of Monterey);Anna Velazquez (City of Soledad [Alternate for City of Gonzalez]);Bruce
Delgado (City of Marina);Bruce McPherson (County of Santa Cruz);Ed Smith (City of Monterey
[Alternate]);Jacques Bertrand (City of Capitola [Alternate]);Jaime De La Cruz (County of San Benito
[Alternate Jerry Muenzer - same email]);Jane Parker (County of Monterey);Jerry Muenzer;Joe Gunter
(City of Salinas [Alternate]);John Freeman;John Phillips (County of Monterey [Alternate]);Maria
Orozco (City of Gonzales);Michael Termini (City of Capitola);Ralph Rubio (City of Seaside [Alternate
for City of Marina]);Rebecca Garcia (City of Watsonville [Alternate]);Richelle Noroyan (City of Santa
Cruz [Alternate]);Ryan Coonerty (County of Santa Cruz [Alternate]);Sandy Brown (City of Santa
Cruz);Steve McShane (City of Salinas);Trina Coffman-Gomez (City of Watsonville);Allison
Endert;Andrea Curtis;Anita Sharp;Darlene Noriega;gine.johnson@santacruzcounty.us;Lori
Chappell;Mary Villages;Michael Gomez;Monica Munoz;Rosa Salcedo
Cc:J.R. Killigrew;Matthew Willis;shawnmarshall@leanenergyus.org;Read, Chris;Bren Lehr
Subject:PLEASE READ & RESPOND: Requesting Joint Meeting on November 14 RE New JPA Member
Applications
Good afternoon, Policy Board of Directors –
On behalf of CEO Tom Habashi I’m writing to inform you that MBCP is expecting to receive applications from the cities of
San Luis Obispo and Morro Bay requesting to join our JPA. In order to ensure we can launch these two cities by January
of 2020, we must update the Implementation Plan and revise the JPA by December 31, 2018; therefore, we are
considering completing this process in 2 Stages as follows:
Stage 1: Approve applications by the requested cities and revise the JPA (joint meeting of the Policy/Operations
Boards on November 14, 2018); and
Stage 2: Swear‐in the new members of the Policy Board of Directors and approve the Implementation Plan
addendum (meeting of the Policy Board on December 5, 2018).
We anticipate Stage 2 to be completed at your Regular meeting on December 5, 2018; however, we request that a joint
meeting convene with the Operations Board on November 14, 2018 (10:30 a.m. convene time) to complete Stage 1. The
remote location in Santa Cruz will be available for members who cannot attend in person.
Please participate in my Doodle Poll to provide me with your availability to meet on November 14 as soon as possible so
that I can determine a quorum of the Policy Board of Directors.
In case we are unable to establish a quorum of the Board, both Stages will be completed on December 5. Thank you in
advance for your prompt response to this email.
Bren Lehr, Executive Assistant to the CEO / Board Clerk, MMC, Notary Public
Direct: (831) 641‐7203
Cell: (831) 713‐7966
blehr@mbcommunitypower.org
163
70 Garden Court, Suite 300
Monterey, CA 93940
mbcommunitypower.org
164
Hicks, Bailey
From:shawn marshall <shawnmarshall@leanenergyus.org>
Sent:Friday, November 2, 2018 1:46 PM
To:Dennis Dyc-O'Neal;Read, Chris
Cc:Hill, Robert;Kirby Dusel;John Dalessi;Scott Collins
Subject:Re: MBCP Implementation Plan
Attachments:ELEC_FORMS_79-1031.NDA.pdf
Howdy all,
Sending along this NDA form for PEA/MBCP as the amended I‐Plan gets underway. Happy weekend all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Date: Friday, November 2, 2018 at 1:16 PM
To: "Read, Chris" <cread@slocity.org>
Cc: "Hill, Robert" <rhill@slocity.org>, Shawn Marshall <shawnmarshall@leanenergyus.org>, Kirby Dusel
<kirby@pacificea.com>, John Dalessi <john@pacificea.com>, Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
165
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
166
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
167
Hicks, Bailey
From:Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Sent:Friday, November 2, 2018 1:16 PM
To:Read, Chris
Cc:Hill, Robert;Shawn Marshall;Kirby Dusel;John Dalessi;Scott Collins
Subject:RE: MBCP Implementation Plan
Chris‐‐Agreed.
Kirby‐Let Chris and I know what additional info you might need to come up with a rough cost estimate to prepare and
submit the Iplan?
Thanks,
Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:20 PM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
168
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
169
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
170
Hicks, Bailey
From:Read, Chris
Sent:Friday, November 2, 2018 12:20 PM
To:Dennis Dyc-O'Neal
Cc:Hill, Robert;Shawn Marshall;Kirby Dusel;John Dalessi;Scott Collins
Subject:RE: MBCP Implementation Plan
Dennis,
That is consistent with our understanding. I assume we will be working directly with PEA for data transfer and
to answer any questions that are geography specific, but that for the rest of the edits, they will be working with
you. Sound right?
It would be good to have an understanding of cost, we are working on tight margins in our CCA project budget
and want to make sure we have the necessary funds reserved come reimbursement time.
Thanks,
Chris
From: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Sent: Friday, November 2, 2018 12:14 PM
To: Read, Chris <cread@slocity.org>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Kirby Dusel
<kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Subject: RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
171
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
172
T 805.781.7151
slocity.org
173
Hicks, Bailey
From:Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Sent:Friday, November 2, 2018 12:14 PM
To:Read, Chris
Cc:Hill, Robert;Shawn Marshall;Kirby Dusel;John Dalessi
Subject:RE: MBCP Implementation Plan
Chris‐‐Given the tight timeline, I’m fine with you working directly with PEA, and am happy to assist as needed. I think
the plan would be for PEA to bill MBCP under our current agreement with them, and for you to reimburse MBCP. Let
me know if this is consistent with your understanding. Thanks, Dennis
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 12:11 PM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
174
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
175
Hicks, Bailey
From:Read, Chris
Sent:Friday, November 2, 2018 12:11 PM
To:Kirby Dusel;John Dalessi
Cc:Hill, Robert;Shawn Marshall;Dennis Dyc-O'Neal
Subject:RE: MBCP Implementation Plan
Thanks Kirby. Dennis, let us know your preference!
Best,
Chris
From: Kirby Dusel <kirby@pacificea.com>
Sent: Friday, November 2, 2018 12:09 PM
To: Read, Chris <cread@slocity.org>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>; Dennis Dyc‐O'Neal
<ddyconeal@mbcommunitypower.org>
Subject: RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
176
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
177
Hicks, Bailey
From:Kirby Dusel <kirby@pacificea.com>
Sent:Friday, November 2, 2018 12:09 PM
To:Read, Chris;John Dalessi
Cc:Hill, Robert;Shawn Marshall;Dennis Dyc-O'Neal
Subject:RE: MBCP Implementation Plan
Thanks for your message, Chris. We’ve been contacted by MBCP in this regard, and given our contractual relationship
with MBCP, I’m assuming that we’ll be primarily coordinating with Dennis Dyc‐O’Neal (copied here) regarding this work.
Dennis: if you would like for us to coordinate directly with Chris regarding this work, please advise. We’d be happy to do
this but wanted to touch base with you beforehand.
Thanks again and have a great weekend.
Regards,
Kirby Dusel
Pacific Energy Advisors, Inc.
Mobile: (916) 834‐0684
Office: (916) 936‐3302
kirby@pacificea.com
From: Read, Chris <cread@slocity.org>
Sent: Friday, November 2, 2018 11:58 AM
To: Kirby Dusel <kirby@pacificea.com>; John Dalessi <john@pacificea.com>
Cc: Hill, Robert <rhill@slocity.org>; Shawn Marshall <shawnmarshall@leanenergyus.org>
Subject: MBCP Implementation Plan
Importance: High
Hi Kirby and John,
Pleased to make your acquaintance.
As you are aware, the City of San Luis Obispo and the City of Morro Bay are considering joining MBCP and as
such, need to amend the MBCP Implementation Plan. I’ve been directed to coordinate with you re: Item 16
data. We also have Item 17, as well as TEA’s hourly compiled data from the Item 16 and Item 17 datasets by
customer class by city.
Please advise on the following:
1. Expected cost to update the IP
2. Protocol for transferring data (do you have a secure FTP?)
3. Advise re: the need for you to sign the NDA
Many thanks!
Best,
Chris Read
Sustainability Manager
178
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
179
Hicks, Bailey
From:Hill, Robert
Sent:Friday, November 2, 2018 9:09 AM
To:Read, Chris
Subject:RE: Monterey Bay Community Power CCA
Sounds good, thanks, Chris.
I am working on the legal ad now – we got a special accommodation from the Tribune to run this Sat.
Onward
Bob
From: Read, Chris
Sent: Friday, November 2, 2018 9:07 AM
To: Hill, Robert <rhill@slocity.org>
Subject: RE: Monterey Bay Community Power CCA
Yeesh… my head is still spinning from Wednesday and Thursday…
Anyway, once we get item 5 from Greg, we should be able to get the packet out. I’ll be away from my computer
until around 11. If it comes in before that, if you can add the short section we talked about last night re: Board
representation (I also sent a brief email follow up on the topic to you) and forward to Teressa, we should be
good to publish.
Reminder that the SharePoint site Kevin set up is here:
https://slocitycloud.sharepoint.com/sites/SLOHub/CCCE?e=1%3A98ee0c643e804cb097141ff12e081d4f
And Teressa should be posting the agendas here: https://www.slocity.org/government/advisory-
bodies/agendas-and-minutes/community-choice-energy
Thanks!
Chris
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, November 2, 2018 9:02 AM
To: Robert Davis <rdavis@morrobayca.gov>; Read, Chris <cread@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Monterey Bay Community Power CCA
Thank you, Red.
And the plot thickens!
We’ll be sending more today on the CCCE JPA Board meeting and options for moving forward.
Please stay tuned…
180
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Robert Davis <rdavis@morrobayca.gov>
Sent: Friday, November 2, 2018 7:34 AM
To: Read, Chris <cread@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Fwd: Monterey Bay Community Power CCA
FYI
Robert Fuller Davis
Morro Bay California
One lure of Everest is that the decisions you make there are real, and difficult, and you have to live with them.
‐ Beck Weathers
Begin forwarded message:
From: Alla Weinstein <allaw@castlewind.com>
Date: November 1, 2018 at 21:12:12 PDT
To: Robert Davis <rdavis@morrobayca.gov>, Marlys McPherson <mmcpherson@morrobayca.gov>
Subject: Monterey Bay Community Power CCA
Red and Marlys,
Just to keep you in a loop ‐ Dennis Dyc‐O’Neal from Monterey Bay Community Power CCA reached out
to me. Today we had a long conversation with him and few of his colleagues. He mentioned in our
conversation that the Morro Bay and San Luis Obispo are considering joining the Montereay Bay CCA.
Below is the email thread of our communications.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw‐at‐castlewind.com | http://www.castlewind.com
181
Think about the Earth ‐ do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended recipient. Any review,
copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are not the intended recipient, please contact the
sender immediately and permanently delete the original and any copies of this email and any attachments thereto.
Begin forwarded message:
From: Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Subject: RE: Trident Winds's message from Dennis Dyc-O\'Neal
Date: November 1, 2018 at 2:18:21 PM PDT
To: Alla Weinstein <allaw@castlewind.com>
Alla,
It was a pleasure for me as well. Thanks for the information. I’ll review this information with our team
and get back to you.
Regards,
Dennis
From: Alla Weinstein <allaw@castlewind.com>
Sent: Thursday, November 1, 2018 10:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Subject: Re: Trident Winds's message from Dennis Dyc‐O\'Neal
Hi Dennis,
It was a pleasure speaking with you and your colleagues this morning. As we discussed here are few
items as a follow up:
1. Link to a 2 hour video of the public information session held in Morro Bay on Oct 11:
https://www.youtube.com/watch?v=6ZhfdTu7jxY
2. A press release and an outline of the mutual benefits agreement with the local fishermen.
3. An EXAMPLE of the Power Purchase Option Agreement. See cause 5 (b) for a suggested approach to
peg the price.
Feel free to ask any further questions you may have. Looking forward to meeting you and your
colleagues in person.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw-at-castlewind.com | http://www.castlewind.com
Think about the Earth - do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended recipient. Any
review, copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are not the intended recipient,
please contact the sender immediately and permanently delete the original and any copies of this email and any attachments thereto.
182
On Oct 24, 2018, at 9:29 AM, Dennis Dyc‐O'Neal <info@tridentwinds.com> wrote:
Site: Trident Winds (http://www.tridentwinds.com/)
Name: Dennis Dyc‐O\'Neal
Email: ddyconeal@mbcommunitypower.org
Messages: I\'m writing to request a contact for discussions about being an offtaker for your MBO
project. Monterey Bay Community Power is a Community Choice Aggregator, began serving customers
in Santa Cruz, San Benito, and Monterey Counties in March 2018.
As the Director of Power Services for MBCP, I\'m interested in beginning a dialogue with you in the hope
of contributing to increased development of offshore wind on the West Coast.
I look forward to hearing from you.
Regards,
Dennis Dyc‐O\'Neal
831‐431‐3866
183
Hicks, Bailey
From:Read, Chris
Sent:Friday, November 2, 2018 9:07 AM
To:Hill, Robert
Subject:RE: Monterey Bay Community Power CCA
Yeesh… my head is still spinning from Wednesday and Thursday…
Anyway, once we get item 5 from Greg, we should be able to get the packet out. I’ll be away from my computer
until around 11. If it comes in before that, if you can add the short section we talked about last night re: Board
representation (I also sent a brief email follow up on the topic to you) and forward to Teressa, we should be
good to publish.
Reminder that the SharePoint site Kevin set up is here:
https://slocitycloud.sharepoint.com/sites/SLOHub/CCCE?e=1%3A98ee0c643e804cb097141ff12e081d4f
And Teressa should be posting the agendas here: https://www.slocity.org/government/advisory-
bodies/agendas-and-minutes/community-choice-energy
Thanks!
Chris
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, November 2, 2018 9:02 AM
To: Robert Davis <rdavis@morrobayca.gov>; Read, Chris <cread@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Subject: RE: Monterey Bay Community Power CCA
Thank you, Red.
And the plot thickens!
We’ll be sending more today on the CCCE JPA Board meeting and options for moving forward.
Please stay tuned…
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
184
T 805.781.7211
slocity.org
From: Robert Davis <rdavis@morrobayca.gov>
Sent: Friday, November 2, 2018 7:34 AM
To: Read, Chris <cread@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Fwd: Monterey Bay Community Power CCA
FYI
Robert Fuller Davis
Morro Bay California
One lure of Everest is that the decisions you make there are real, and difficult, and you have to live with them.
‐ Beck Weathers
Begin forwarded message:
From: Alla Weinstein <allaw@castlewind.com>
Date: November 1, 2018 at 21:12:12 PDT
To: Robert Davis <rdavis@morrobayca.gov>, Marlys McPherson <mmcpherson@morrobayca.gov>
Subject: Monterey Bay Community Power CCA
Red and Marlys,
Just to keep you in a loop ‐ Dennis Dyc‐O’Neal from Monterey Bay Community Power CCA reached out
to me. Today we had a long conversation with him and few of his colleagues. He mentioned in our
conversation that the Morro Bay and San Luis Obispo are considering joining the Montereay Bay CCA.
Below is the email thread of our communications.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw‐at‐castlewind.com | http://www.castlewind.com
Think about the Earth ‐ do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended recipient. Any review,
copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are not the intended recipient, please contact the
sender immediately and permanently delete the original and any copies of this email and any attachments thereto.
Begin forwarded message:
From: Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Subject: RE: Trident Winds's message from Dennis Dyc-O\'Neal
Date: November 1, 2018 at 2:18:21 PM PDT
To: Alla Weinstein <allaw@castlewind.com>
185
Alla,
It was a pleasure for me as well. Thanks for the information. I’ll review this information with our team
and get back to you.
Regards,
Dennis
From: Alla Weinstein <allaw@castlewind.com>
Sent: Thursday, November 1, 2018 10:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Subject: Re: Trident Winds's message from Dennis Dyc‐O\'Neal
Hi Dennis,
It was a pleasure speaking with you and your colleagues this morning. As we discussed here are few
items as a follow up:
1. Link to a 2 hour video of the public information session held in Morro Bay on Oct 11:
https://www.youtube.com/watch?v=6ZhfdTu7jxY
2. A press release and an outline of the mutual benefits agreement with the local fishermen.
3. An EXAMPLE of the Power Purchase Option Agreement. See cause 5 (b) for a suggested approach to
peg the price.
Feel free to ask any further questions you may have. Looking forward to meeting you and your
colleagues in person.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw-at-castlewind.com | http://www.castlewind.com
Think about the Earth - do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended recipient. Any
review, copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are not the intended recipient,
please contact the sender immediately and permanently delete the original and any copies of this email and any attachments thereto.
On Oct 24, 2018, at 9:29 AM, Dennis Dyc‐O'Neal <info@tridentwinds.com> wrote:
Site: Trident Winds (http://www.tridentwinds.com/)
Name: Dennis Dyc‐O\'Neal
Email: ddyconeal@mbcommunitypower.org
Messages: I\'m writing to request a contact for discussions about being an offtaker for your MBO
186
project. Monterey Bay Community Power is a Community Choice Aggregator, began serving customers
in Santa Cruz, San Benito, and Monterey Counties in March 2018.
As the Director of Power Services for MBCP, I\'m interested in beginning a dialogue with you in the hope
of contributing to increased development of offshore wind on the West Coast.
I look forward to hearing from you.
Regards,
Dennis Dyc‐O\'Neal
831‐431‐3866
187
Hicks, Bailey
From:Robert Davis <rdavis@morrobayca.gov>
Sent:Friday, November 2, 2018 9:04 AM
To:Hill, Robert
Subject:Re: Monterey Bay Community Power CCA
Ͷͷ
Robert Fuller Davis
Morro Bay California
Be kind. Everyone you meet is fighting a hard battle.
— Ian Maclaren
On Nov 2, 2018, at 9:01 AM, Hill, Robert <rhill@slocity.org> wrote:
Thank you, Red.
And the plot thickens!
We’ll be sending more today on the CCCE JPA Board meeting and options for moving forward.
Please stay tuned…
Bob
Robert Hill
Interim Deputy Director
<image001.png>
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Robert Davis <rdavis@morrobayca.gov>
Sent: Friday, November 2, 2018 7:34 AM
To: Read, Chris <cread@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Fwd: Monterey Bay Community Power CCA
FYI
Robert Fuller Davis
Morro Bay California
188
One lure of Everest is that the decisions you make there are real, and difficult, and you have to live with
them.
‐ Beck Weathers
Begin forwarded message:
From: Alla Weinstein <allaw@castlewind.com>
Date: November 1, 2018 at 21:12:12 PDT
To: Robert Davis <rdavis@morrobayca.gov>, Marlys McPherson
<mmcpherson@morrobayca.gov>
Subject: Monterey Bay Community Power CCA
Red and Marlys,
Just to keep you in a loop ‐ Dennis Dyc‐O’Neal from Monterey Bay Community Power
CCA reached out to me. Today we had a long conversation with him and few of
his colleagues. He mentioned in our conversation that the Morro Bay and San
Luis Obispo are considering joining the Montereay Bay CCA.
Below is the email thread of our communications.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw‐at‐castlewind.com | http://www.castlewind.com
Think about the Earth ‐ do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended
recipient. Any review, copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are
not the intended recipient, please contact the sender immediately and permanently delete the original and any copies of this
email and any attachments thereto.
Begin forwarded message:
From: Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Subject: RE: Trident Winds's message from Dennis Dyc-O\'Neal
Date: November 1, 2018 at 2:18:21 PM PDT
To: Alla Weinstein <allaw@castlewind.com>
Alla,
It was a pleasure for me as well. Thanks for the information. I’ll review this information
with our team and get back to you.
Regards,
Dennis
189
From: Alla Weinstein <allaw@castlewind.com>
Sent: Thursday, November 1, 2018 10:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Subject: Re: Trident Winds's message from Dennis Dyc‐O\'Neal
Hi Dennis,
It was a pleasure speaking with you and your colleagues this morning. As we discussed
here are few items as a follow up:
1. Link to a 2 hour video of the public information session held in Morro Bay on Oct 11:
https://www.youtube.com/watch?v=6ZhfdTu7jxY
2. A press release and an outline of the mutual benefits agreement with the local
fishermen.
3. An EXAMPLE of the Power Purchase Option Agreement. See cause 5 (b) for a
suggested approach to peg the price.
Feel free to ask any further questions you may have. Looking forward to meeting you
and your colleagues in person.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw-at-castlewind.com | http://www.castlewind.com
Think about the Earth - do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the
intended recipient. Any review, copying, or distribution of this email (or any attachments thereto) by others is strictly
prohibited. If you are not the intended recipient, please contact the sender immediately and permanently delete the original
and any copies of this email and any attachments thereto.
On Oct 24, 2018, at 9:29 AM, Dennis Dyc‐O'Neal <info@tridentwinds.com> wrote:
Site: Trident Winds (http://www.tridentwinds.com/)
Name: Dennis Dyc‐O\'Neal
Email: ddyconeal@mbcommunitypower.org
Messages: I\'m writing to request a contact for discussions about being an offtaker for
your MBO project. Monterey Bay Community Power is a Community Choice Aggregator,
began serving customers in Santa Cruz, San Benito, and Monterey Counties in March
2018.
As the Director of Power Services for MBCP, I\'m interested in beginning a dialogue with
you in the hope of contributing to increased development of offshore wind on the West
Coast.
190
I look forward to hearing from you.
Regards,
Dennis Dyc‐O\'Neal
831‐431‐3866
191
Hicks, Bailey
From:Hill, Robert
Sent:Friday, November 2, 2018 9:02 AM
To:Robert Davis;Read, Chris;Scott Collins
Subject:RE: Monterey Bay Community Power CCA
Thank you, Red.
And the plot thickens!
We’ll be sending more today on the CCCE JPA Board meeting and options for moving forward.
Please stay tuned…
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Robert Davis <rdavis@morrobayca.gov>
Sent: Friday, November 2, 2018 7:34 AM
To: Read, Chris <cread@slocity.org>; Scott Collins <scollins@morrobayca.gov>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Fwd: Monterey Bay Community Power CCA
FYI
Robert Fuller Davis
Morro Bay California
One lure of Everest is that the decisions you make there are real, and difficult, and you have to live with them.
‐ Beck Weathers
Begin forwarded message:
From: Alla Weinstein <allaw@castlewind.com>
Date: November 1, 2018 at 21:12:12 PDT
192
To: Robert Davis <rdavis@morrobayca.gov>, Marlys McPherson <mmcpherson@morrobayca.gov>
Subject: Monterey Bay Community Power CCA
Red and Marlys,
Just to keep you in a loop ‐ Dennis Dyc‐O’Neal from Monterey Bay Community Power CCA reached out
to me. Today we had a long conversation with him and few of his colleagues. He mentioned in our
conversation that the Morro Bay and San Luis Obispo are considering joining the Montereay Bay CCA.
Below is the email thread of our communications.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw‐at‐castlewind.com | http://www.castlewind.com
Think about the Earth ‐ do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended recipient. Any review,
copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are not the intended recipient, please contact the
sender immediately and permanently delete the original and any copies of this email and any attachments thereto.
Begin forwarded message:
From: Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Subject: RE: Trident Winds's message from Dennis Dyc-O\'Neal
Date: November 1, 2018 at 2:18:21 PM PDT
To: Alla Weinstein <allaw@castlewind.com>
Alla,
It was a pleasure for me as well. Thanks for the information. I’ll review this information with our team
and get back to you.
Regards,
Dennis
From: Alla Weinstein <allaw@castlewind.com>
Sent: Thursday, November 1, 2018 10:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Subject: Re: Trident Winds's message from Dennis Dyc‐O\'Neal
Hi Dennis,
It was a pleasure speaking with you and your colleagues this morning. As we discussed here are few
items as a follow up:
1. Link to a 2 hour video of the public information session held in Morro Bay on Oct 11:
https://www.youtube.com/watch?v=6ZhfdTu7jxY
2. A press release and an outline of the mutual benefits agreement with the local fishermen.
193
3. An EXAMPLE of the Power Purchase Option Agreement. See cause 5 (b) for a suggested approach to
peg the price.
Feel free to ask any further questions you may have. Looking forward to meeting you and your
colleagues in person.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw-at-castlewind.com | http://www.castlewind.com
Think about the Earth - do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended recipient. Any
review, copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are not the intended recipient,
please contact the sender immediately and permanently delete the original and any copies of this email and any attachments thereto.
On Oct 24, 2018, at 9:29 AM, Dennis Dyc‐O'Neal <info@tridentwinds.com> wrote:
Site: Trident Winds (http://www.tridentwinds.com/)
Name: Dennis Dyc‐O\'Neal
Email: ddyconeal@mbcommunitypower.org
Messages: I\'m writing to request a contact for discussions about being an offtaker for your MBO
project. Monterey Bay Community Power is a Community Choice Aggregator, began serving customers
in Santa Cruz, San Benito, and Monterey Counties in March 2018.
As the Director of Power Services for MBCP, I\'m interested in beginning a dialogue with you in the hope
of contributing to increased development of offshore wind on the West Coast.
I look forward to hearing from you.
Regards,
Dennis Dyc‐O\'Neal
831‐431‐3866
194
Hicks, Bailey
From:Robert Davis <rdavis@morrobayca.gov>
Sent:Friday, November 2, 2018 7:34 AM
To:Read, Chris;Scott Collins
Cc:Hill, Robert
Subject:Fwd: Monterey Bay Community Power CCA
FYI
Robert Fuller Davis
Morro Bay California
One lure of Everest is that the decisions you make there are real, and difficult, and you have to live with them.
‐ Beck Weathers
Begin forwarded message:
From: Alla Weinstein <allaw@castlewind.com>
Date: November 1, 2018 at 21:12:12 PDT
To: Robert Davis <rdavis@morrobayca.gov>, Marlys McPherson <mmcpherson@morrobayca.gov>
Subject: Monterey Bay Community Power CCA
Red and Marlys,
Just to keep you in a loop ‐ Dennis Dyc‐O’Neal from Monterey Bay Community Power CCA reached out
to me. Today we had a long conversation with him and few of his colleagues. He mentioned in our
conversation that the Morro Bay and San Luis Obispo are considering joining the Montereay Bay CCA.
Below is the email thread of our communications.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw‐at‐castlewind.com | http://www.castlewind.com
Think about the Earth ‐ do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended recipient. Any review,
copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are not the intended recipient, please contact the
sender immediately and permanently delete the original and any copies of this email and any attachments thereto.
Begin forwarded message:
From: Dennis Dyc-O'Neal <ddyconeal@mbcommunitypower.org>
Subject: RE: Trident Winds's message from Dennis Dyc-O\'Neal
Date: November 1, 2018 at 2:18:21 PM PDT
To: Alla Weinstein <allaw@castlewind.com>
Alla,
195
It was a pleasure for me as well. Thanks for the information. I’ll review this information with our team
and get back to you.
Regards,
Dennis
From: Alla Weinstein <allaw@castlewind.com>
Sent: Thursday, November 1, 2018 10:49 AM
To: Dennis Dyc‐O'Neal <ddyconeal@mbcommunitypower.org>
Subject: Re: Trident Winds's message from Dennis Dyc‐O\'Neal
Hi Dennis,
It was a pleasure speaking with you and your colleagues this morning. As we discussed here are few
items as a follow up:
1. Link to a 2 hour video of the public information session held in Morro Bay on Oct 11:
https://www.youtube.com/watch?v=6ZhfdTu7jxY
2. A press release and an outline of the mutual benefits agreement with the local fishermen.
3. An EXAMPLE of the Power Purchase Option Agreement. See cause 5 (b) for a suggested approach to
peg the price.
Feel free to ask any further questions you may have. Looking forward to meeting you and your
colleagues in person.
Best regards, Alla
Alla Weinstein, CEO
CASTLE WIND LLC | p +1 206 300 7721| f +1 425 988 1977| skype allaweinstein
allaw-at-castlewind.com | http://www.castlewind.com
Think about the Earth - do you really need to print this email?
This email and any attachments thereto may contain private, confidential, and privileged material for the sole use of the intended recipient. Any
review, copying, or distribution of this email (or any attachments thereto) by others is strictly prohibited. If you are not the intended recipient,
please contact the sender immediately and permanently delete the original and any copies of this email and any attachments thereto.
On Oct 24, 2018, at 9:29 AM, Dennis Dyc‐O'Neal <info@tridentwinds.com> wrote:
Site: Trident Winds (http://www.tridentwinds.com/)
Name: Dennis Dyc‐O\'Neal
Email: ddyconeal@mbcommunitypower.org
Messages: I\'m writing to request a contact for discussions about being an offtaker for your MBO
project. Monterey Bay Community Power is a Community Choice Aggregator, began serving customers
196
in Santa Cruz, San Benito, and Monterey Counties in March 2018.
As the Director of Power Services for MBCP, I\'m interested in beginning a dialogue with you in the hope
of contributing to increased development of offshore wind on the West Coast.
I look forward to hearing from you.
Regards,
Dennis Dyc‐O\'Neal
831‐431‐3866
197
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Thursday, November 1, 2018 8:03 PM
To:Read, Chris
Cc:Matthew Willis;shawn marshall;Hill, Robert
Subject:RE: Two Quick Questions
Sounds good. You’re the POC, Shawn and Bob will be CCed. I’ll be your POC and you can CC Matthew Willis
(mwillis@mbcommunitypower.org) and J.R
Unless I hear differently from you tomorrow, I’ll arrange for a special policy board meeting by mid November
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 1, 2018 7:55 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Two Quick Questions
Hi Tom,
I thought you said something about an MOU; I must be mistaken. I’m happy to be the POC with Shawn and
Bob Hill on the cc. When I asked about POC via email, I was asking if you are good with me continuing to
reach out to you directly, or if there is another staff member you want me to coordinate with. I’m happy to keep
working with you directly. Thanks so much!
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 1, 2018 7:52 PM
To: Read, Chris <cread@slocity.org>
Subject: RE: Two Quick Questions
Hi Chris
I send a copy of a typical resolution to Shawn yesterday. As for the MOU, I’m not sure what you’re referring to here? If
you meant the JPA that Greg need to revise, that too, along with a word document of the implementation plan, were
sent to Shawn a couple of days ago. Finally, so far I’ve been coordinating with Shawn so if you prefer to be the POC,
please let me know.
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 1, 2018 6:45 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: Two Quick Questions
Tom,
Can your staff also provide a template for the resolution to join MBCP, as well as the MOU you referenced
during our call? Thanks!
198
We had a good positive discussion with Greg Stepanicich. We are also hopeful that we will be able to have our
City Council meetings as early as 11/13. It is looking like the pieces are all falling in place on our end! Very
exciting!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Read, Chris
Sent: Thursday, November 1, 2018 5:34 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Two Quick Questions
Hi Tom,
Two quick questions.
1. Who should our POC be at MBCP in J.R.’s absence?
2. Can you provide email contacts for PEA?
Thanks!
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
199
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 1, 2018 7:55 PM
To:Tom Habashi
Subject:RE: Two Quick Questions
Hi Tom,
I thought you said something about an MOU; I must be mistaken. I’m happy to be the POC with Shawn and
Bob Hill on the cc. When I asked about POC via email, I was asking if you are good with me continuing to
reach out to you directly, or if there is another staff member you want me to coordinate with. I’m happy to keep
working with you directly. Thanks so much!
Best,
Chris
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Thursday, November 1, 2018 7:52 PM
To: Read, Chris <cread@slocity.org>
Subject: RE: Two Quick Questions
Hi Chris
I send a copy of a typical resolution to Shawn yesterday. As for the MOU, I’m not sure what you’re referring to here? If
you meant the JPA that Greg need to revise, that too, along with a word document of the implementation plan, were
sent to Shawn a couple of days ago. Finally, so far I’ve been coordinating with Shawn so if you prefer to be the POC,
please let me know.
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 1, 2018 6:45 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: Two Quick Questions
Tom,
Can your staff also provide a template for the resolution to join MBCP, as well as the MOU you referenced
during our call? Thanks!
We had a good positive discussion with Greg Stepanicich. We are also hopeful that we will be able to have our
City Council meetings as early as 11/13. It is looking like the pieces are all falling in place on our end! Very
exciting!
Best,
Chris Read
Sustainability Manager
200
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Read, Chris
Sent: Thursday, November 1, 2018 5:34 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Two Quick Questions
Hi Tom,
Two quick questions.
1. Who should our POC be at MBCP in J.R.’s absence?
2. Can you provide email contacts for PEA?
Thanks!
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
201
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Thursday, November 1, 2018 7:52 PM
To:Read, Chris
Subject:RE: Two Quick Questions
Hi Chris
I send a copy of a typical resolution to Shawn yesterday. As for the MOU, I’m not sure what you’re referring to here? If
you meant the JPA that Greg need to revise, that too, along with a word document of the implementation plan, were
sent to Shawn a couple of days ago. Finally, so far I’ve been coordinating with Shawn so if you prefer to be the POC,
please let me know.
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 1, 2018 6:45 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: RE: Two Quick Questions
Tom,
Can your staff also provide a template for the resolution to join MBCP, as well as the MOU you referenced
during our call? Thanks!
We had a good positive discussion with Greg Stepanicich. We are also hopeful that we will be able to have our
City Council meetings as early as 11/13. It is looking like the pieces are all falling in place on our end! Very
exciting!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Read, Chris
Sent: Thursday, November 1, 2018 5:34 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Two Quick Questions
Hi Tom,
202
Two quick questions.
1. Who should our POC be at MBCP in J.R.’s absence?
2. Can you provide email contacts for PEA?
Thanks!
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
203
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 1, 2018 6:45 PM
To:Tom Habashi
Cc:Hill, Robert
Subject:RE: Two Quick Questions
Tom,
Can your staff also provide a template for the resolution to join MBCP, as well as the MOU you referenced
during our call? Thanks!
We had a good positive discussion with Greg Stepanicich. We are also hopeful that we will be able to have our
City Council meetings as early as 11/13. It is looking like the pieces are all falling in place on our end! Very
exciting!
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: Read, Chris
Sent: Thursday, November 1, 2018 5:34 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Hill, Robert <rhill@slocity.org>
Subject: Two Quick Questions
Hi Tom,
Two quick questions.
1. Who should our POC be at MBCP in J.R.’s absence?
2. Can you provide email contacts for PEA?
Thanks!
Chris Read
Sustainability Manager
204
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
205
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 1, 2018 5:34 PM
To:Tom Habashi
Cc:Hill, Robert
Subject:Two Quick Questions
Hi Tom,
Two quick questions.
1. Who should our POC be at MBCP in J.R.’s absence?
2. Can you provide email contacts for PEA?
Thanks!
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
206
Hicks, Bailey
From:J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent:Thursday, November 1, 2018 1:32 PM
To:Read, Chris;shawn marshall;Tom Habashi;Hill, Robert
Subject:RE: Coming Back Around...
Hey Gang,
Here are the conference line details
Please join my meeting from your computer, tablet or smartphone.
https://global.gotomeeting.com/join/219419805
You can also dial in using your phone.
United States: +
Access Code:
First GoToMeeting? Let's do a quick system check: https://link.gotomeeting.com/system‐check
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 1, 2018 9:54 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Tom
Habashi <thabashi@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
Hi J.R.,
It looks like our communication lines got crossed yesterday afternoon. Thank you for reaching out. Should we
still check in to establish roles and responsibilities? I can be available at 1:30, 3:30, or 4:30 to chat.
207
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 4:04 PM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Hill,
Robert <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn,
Thanks for putting this together.
I’d be happy to join a call today at 4:30 if that works or tomorrow morning.
In terms of next steps, I think it would be helpful to identify leads for each item so we all know the roles and
responsibilities for this compressed timeline.
I double checked the SLO’s website and their ordinance’s and resolution relate to the Central Coast Community Energy
so we would have to update those to reflect Monterey Bay Community power.
Best,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
208
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Wednesday, October 31, 2018 3:26 PM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill
<rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Howdy Folks,
If you have time this afternoon for a brief call, that would be great. Or tomorrow morning if today is
shot. Here is the proposed timeline that we have prepared for the staff report – pursuant to my call w/ JR
earlier this afternoon…
Timing and Next Steps:
If the CCCE Board recommends that its member agencies move forward with the MBCP membership option
for 2020 enrollment, the timing is very tight between now and the CPUC deadline of January 1, 2019 for
submittal of an amended Implementation Plan. The tentative schedule would be as follows:
DATE BODY ACTION(s)
11/14 MBCP Operations Board Consider recommendation to
amend MBCP JPA Agreement for
inclusion of SLO and MB as new
members
11/15 MBCP Community Advisory
Cmte.
Ditto above
11/20 Morro Bay City Council Meeting Adopt resolution requesting
membership in MBCP and
resolution to approve MBCP’s
JPA Agreement
11/27 San Luis Obispo City Council Mtg. Ditto above
12/5 MBCP Policy Board Meeting Approvals to:
1) Include SLO/MB as new
members and amend
MBCP’s JPA Agreement
2) Seat new Board member
representing SLO/MB
3) Adopt Amended
Implementation Plan
Special Meeting – if
needed
MBCP Policy Board Adopt Amended
Implementation Plan
1/1/19 CPUC Deadline Submit Amended I‐Plan
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
209
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Wednesday, October 31, 2018 at 2:30 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>, "Shawn Marshall
(shawnmarshall@leanenergyus.org)" <shawnmarshall@leanenergyus.org>, Robert Hill <rhill@slocity.org>,
"Read, Chris" <cread@slocity.org>
Subject: FW: Coming Back Around...
Hi All,
After chatting with Tom, I just wanted to follow up so that we are all on the same page in terms of the potential next
steps.
Shawn – please do send over the preliminary timeline and next steps for us to review.
Thanks again,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Tom Habashi
Sent: Friday, October 19, 2018 11:07 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Subject: FW: Coming Back Around...
Here is what I sent to the SLO folks, FYI
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
210
From: Tom Habashi
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Robert Hill <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1‐ The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2‐ The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3‐ I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
211
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
212
213
Hicks, Bailey
From:J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent:Thursday, November 1, 2018 10:42 AM
To:shawn marshall;Read, Chris;Tom Habashi;Hill, Robert
Subject:Re: Coming Back Around...
I could do 3:30 if it’s easier for all of us.
Get Outlook for iOS
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, November 1, 2018 10:36 AM
To: J.R. Killigrew; Read, Chris; Tom Habashi; Hill, Robert
Subject: Re: Coming Back Around...
I have a meeting that will go from 1‐2:30 today but feel free to carry on without me. I’m guessing that I will
continue under contract to help SLO and MB staff in the near term (thru the approvals and document
amendments process) but then likely to peel off by year end. I am available in 2019 to help out, but that will
be up to you. Cheers, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Thursday, November 1, 2018 at 10:21 AM
To: "Read, Chris" <cread@slocity.org>, shawn marshall <shawnmarshall@leanenergyus.org>, Tom Habashi
<thabashi@mbcommunitypower.org>, "Hill, Robert" <rhill@slocity.org>
Subject: RE: Coming Back Around...
Hi Chris,
I can do 1:30 today. Does work for others? I can set up a conference line.
Thanks,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
214
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 1, 2018 9:54 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Tom
Habashi <thabashi@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
Hi J.R.,
It looks like our communication lines got crossed yesterday afternoon. Thank you for reaching out. Should we
still check in to establish roles and responsibilities? I can be available at 1:30, 3:30, or 4:30 to chat.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 4:04 PM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Hill,
Robert <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn,
Thanks for putting this together.
I’d be happy to join a call today at 4:30 if that works or tomorrow morning.
In terms of next steps, I think it would be helpful to identify leads for each item so we all know the roles and
responsibilities for this compressed timeline.
215
I double checked the SLO’s website and their ordinance’s and resolution relate to the Central Coast Community Energy
so we would have to update those to reflect Monterey Bay Community power.
Best,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Wednesday, October 31, 2018 3:26 PM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill
<rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Howdy Folks,
If you have time this afternoon for a brief call, that would be great. Or tomorrow morning if today is
shot. Here is the proposed timeline that we have prepared for the staff report – pursuant to my call w/ JR
earlier this afternoon…
Timing and Next Steps:
If the CCCE Board recommends that its member agencies move forward with the MBCP membership option
for 2020 enrollment, the timing is very tight between now and the CPUC deadline of January 1, 2019 for
submittal of an amended Implementation Plan. The tentative schedule would be as follows:
DATE BODY ACTION(s)
11/14 MBCP Operations Board Consider recommendation to
amend MBCP JPA Agreement for
inclusion of SLO and MB as new
members
11/15 MBCP Community Advisory
Cmte.
Ditto above
11/20 Morro Bay City Council Meeting Adopt resolution requesting
membership in MBCP and
resolution to approve MBCP’s
JPA Agreement
11/27 San Luis Obispo City Council Mtg. Ditto above
12/5 MBCP Policy Board Meeting Approvals to:
216
1. Include SLO/MB as new
members and amend
MBCP’s JPA Agreement
2. Seat new Board member
representing SLO/MB
3. Adopt Amended
Implementation Plan
Special Meeting – if
needed
MBCP Policy Board Adopt Amended
Implementation Plan
1/1/19 CPUC Deadline Submit Amended I‐Plan
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Wednesday, October 31, 2018 at 2:30 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>, "Shawn Marshall
(shawnmarshall@leanenergyus.org)" <shawnmarshall@leanenergyus.org>, Robert Hill <rhill@slocity.org>,
"Read, Chris" <cread@slocity.org>
Subject: FW: Coming Back Around...
Hi All,
After chatting with Tom, I just wanted to follow up so that we are all on the same page in terms of the potential next
steps.
Shawn – please do send over the preliminary timeline and next steps for us to review.
Thanks again,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
217
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Tom Habashi
Sent: Friday, October 19, 2018 11:07 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Subject: FW: Coming Back Around...
Here is what I sent to the SLO folks, FYI
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Tom Habashi
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Robert Hill <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1. The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2. The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3. I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
218
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
219
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
220
Hicks, Bailey
From:shawn marshall <shawnmarshall@leanenergyus.org>
Sent:Thursday, November 1, 2018 10:36 AM
To:J.R. Killigrew;Read, Chris;Tom Habashi;Hill, Robert
Subject:Re: Coming Back Around...
I have a meeting that will go from 1‐2:30 today but feel free to carry on without me. I’m guessing that I will
continue under contract to help SLO and MB staff in the near term (thru the approvals and document
amendments process) but then likely to peel off by year end. I am available in 2019 to help out, but that will
be up to you. Cheers, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Thursday, November 1, 2018 at 10:21 AM
To: "Read, Chris" <cread@slocity.org>, shawn marshall <shawnmarshall@leanenergyus.org>, Tom Habashi
<thabashi@mbcommunitypower.org>, "Hill, Robert" <rhill@slocity.org>
Subject: RE: Coming Back Around...
Hi Chris,
I can do 1:30 today. Does work for others? I can set up a conference line.
Thanks,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 1, 2018 9:54 AM
221
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Tom
Habashi <thabashi@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
Hi J.R.,
It looks like our communication lines got crossed yesterday afternoon. Thank you for reaching out. Should we
still check in to establish roles and responsibilities? I can be available at 1:30, 3:30, or 4:30 to chat.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 4:04 PM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Hill,
Robert <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn,
Thanks for putting this together.
I’d be happy to join a call today at 4:30 if that works or tomorrow morning.
In terms of next steps, I think it would be helpful to identify leads for each item so we all know the roles and
responsibilities for this compressed timeline.
I double checked the SLO’s website and their ordinance’s and resolution relate to the Central Coast Community Energy
so we would have to update those to reflect Monterey Bay Community power.
Best,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
222
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Wednesday, October 31, 2018 3:26 PM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill
<rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Howdy Folks,
If you have time this afternoon for a brief call, that would be great. Or tomorrow morning if today is
shot. Here is the proposed timeline that we have prepared for the staff report – pursuant to my call w/ JR
earlier this afternoon…
Timing and Next Steps:
If the CCCE Board recommends that its member agencies move forward with the MBCP membership option
for 2020 enrollment, the timing is very tight between now and the CPUC deadline of January 1, 2019 for
submittal of an amended Implementation Plan. The tentative schedule would be as follows:
DATE BODY ACTION(s)
11/14 MBCP Operations Board Consider recommendation to
amend MBCP JPA Agreement for
inclusion of SLO and MB as new
members
11/15 MBCP Community Advisory
Cmte.
Ditto above
11/20 Morro Bay City Council Meeting Adopt resolution requesting
membership in MBCP and
resolution to approve MBCP’s
JPA Agreement
11/27 San Luis Obispo City Council Mtg. Ditto above
12/5 MBCP Policy Board Meeting Approvals to:
1) Include SLO/MB as new
members and amend
MBCP’s JPA Agreement
2) Seat new Board member
representing SLO/MB
3) Adopt Amended
Implementation Plan
Special Meeting – if
needed
MBCP Policy Board Adopt Amended
Implementation Plan
223
1/1/19 CPUC Deadline Submit Amended I‐Plan
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Wednesday, October 31, 2018 at 2:30 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>, "Shawn Marshall
(shawnmarshall@leanenergyus.org)" <shawnmarshall@leanenergyus.org>, Robert Hill <rhill@slocity.org>,
"Read, Chris" <cread@slocity.org>
Subject: FW: Coming Back Around...
Hi All,
After chatting with Tom, I just wanted to follow up so that we are all on the same page in terms of the potential next
steps.
Shawn – please do send over the preliminary timeline and next steps for us to review.
Thanks again,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Tom Habashi
Sent: Friday, October 19, 2018 11:07 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Subject: FW: Coming Back Around...
224
Here is what I sent to the SLO folks, FYI
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Tom Habashi
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Robert Hill <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1‐ The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2‐ The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3‐ I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
225
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
226
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
227
Hicks, Bailey
From:J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent:Thursday, November 1, 2018 10:22 AM
To:Read, Chris;shawn marshall;Tom Habashi;Hill, Robert
Subject:RE: Coming Back Around...
Hi Chris,
I can do 1:30 today. Does work for others? I can set up a conference line.
Thanks,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Read, Chris <cread@slocity.org>
Sent: Thursday, November 1, 2018 9:54 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Tom
Habashi <thabashi@mbcommunitypower.org>; Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
Hi J.R.,
It looks like our communication lines got crossed yesterday afternoon. Thank you for reaching out. Should we
still check in to establish roles and responsibilities? I can be available at 1:30, 3:30, or 4:30 to chat.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
228
E cread@slocity.org
T 805.781.7151
slocity.org
From: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 4:04 PM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Hill,
Robert <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn,
Thanks for putting this together.
I’d be happy to join a call today at 4:30 if that works or tomorrow morning.
In terms of next steps, I think it would be helpful to identify leads for each item so we all know the roles and
responsibilities for this compressed timeline.
I double checked the SLO’s website and their ordinance’s and resolution relate to the Central Coast Community Energy
so we would have to update those to reflect Monterey Bay Community power.
Best,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Wednesday, October 31, 2018 3:26 PM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill
<rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Howdy Folks,
If you have time this afternoon for a brief call, that would be great. Or tomorrow morning if today is
shot. Here is the proposed timeline that we have prepared for the staff report – pursuant to my call w/ JR
earlier this afternoon…
229
Timing and Next Steps:
If the CCCE Board recommends that its member agencies move forward with the MBCP membership option
for 2020 enrollment, the timing is very tight between now and the CPUC deadline of January 1, 2019 for
submittal of an amended Implementation Plan. The tentative schedule would be as follows:
DATE BODY ACTION(s)
11/14 MBCP Operations Board Consider recommendation to
amend MBCP JPA Agreement for
inclusion of SLO and MB as new
members
11/15 MBCP Community Advisory
Cmte.
Ditto above
11/20 Morro Bay City Council Meeting Adopt resolution requesting
membership in MBCP and
resolution to approve MBCP’s
JPA Agreement
11/27 San Luis Obispo City Council Mtg. Ditto above
12/5 MBCP Policy Board Meeting Approvals to:
1) Include SLO/MB as new
members and amend
MBCP’s JPA Agreement
2) Seat new Board member
representing SLO/MB
3) Adopt Amended
Implementation Plan
Special Meeting – if
needed
MBCP Policy Board Adopt Amended
Implementation Plan
1/1/19 CPUC Deadline Submit Amended I‐Plan
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Wednesday, October 31, 2018 at 2:30 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>, "Shawn Marshall
(shawnmarshall@leanenergyus.org)" <shawnmarshall@leanenergyus.org>, Robert Hill <rhill@slocity.org>,
"Read, Chris" <cread@slocity.org>
Subject: FW: Coming Back Around...
230
Hi All,
After chatting with Tom, I just wanted to follow up so that we are all on the same page in terms of the potential next
steps.
Shawn – please do send over the preliminary timeline and next steps for us to review.
Thanks again,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Tom Habashi
Sent: Friday, October 19, 2018 11:07 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Subject: FW: Coming Back Around...
Here is what I sent to the SLO folks, FYI
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Tom Habashi
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Robert Hill <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
231
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1‐ The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2‐ The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3‐ I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
232
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
233
Hicks, Bailey
From:Read, Chris
Sent:Thursday, November 1, 2018 9:54 AM
To:J.R. Killigrew;shawn marshall;Tom Habashi;Hill, Robert
Subject:RE: Coming Back Around...
Hi J.R.,
It looks like our communication lines got crossed yesterday afternoon. Thank you for reaching out. Should we
still check in to establish roles and responsibilities? I can be available at 1:30, 3:30, or 4:30 to chat.
Best,
Chris Read
Sustainability Manager
City Administration
990 Palm Street, San Luis Obispo, CA 93401-3249
E cread@slocity.org
T 805.781.7151
slocity.org
From: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 4:04 PM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Hill,
Robert <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn,
Thanks for putting this together.
I’d be happy to join a call today at 4:30 if that works or tomorrow morning.
In terms of next steps, I think it would be helpful to identify leads for each item so we all know the roles and
responsibilities for this compressed timeline.
I double checked the SLO’s website and their ordinance’s and resolution relate to the Central Coast Community Energy
so we would have to update those to reflect Monterey Bay Community power.
Best,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
234
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Wednesday, October 31, 2018 3:26 PM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill
<rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Howdy Folks,
If you have time this afternoon for a brief call, that would be great. Or tomorrow morning if today is
shot. Here is the proposed timeline that we have prepared for the staff report – pursuant to my call w/ JR
earlier this afternoon…
Timing and Next Steps:
If the CCCE Board recommends that its member agencies move forward with the MBCP membership option
for 2020 enrollment, the timing is very tight between now and the CPUC deadline of January 1, 2019 for
submittal of an amended Implementation Plan. The tentative schedule would be as follows:
DATE BODY ACTION(s)
11/14 MBCP Operations Board Consider recommendation to
amend MBCP JPA Agreement for
inclusion of SLO and MB as new
members
11/15 MBCP Community Advisory
Cmte.
Ditto above
11/20 Morro Bay City Council Meeting Adopt resolution requesting
membership in MBCP and
resolution to approve MBCP’s
JPA Agreement
11/27 San Luis Obispo City Council Mtg. Ditto above
12/5 MBCP Policy Board Meeting Approvals to:
1) Include SLO/MB as new
members and amend
MBCP’s JPA Agreement
2) Seat new Board member
representing SLO/MB
3) Adopt Amended
Implementation Plan
235
Special Meeting – if
needed
MBCP Policy Board Adopt Amended
Implementation Plan
1/1/19 CPUC Deadline Submit Amended I‐Plan
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Wednesday, October 31, 2018 at 2:30 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>, "Shawn Marshall
(shawnmarshall@leanenergyus.org)" <shawnmarshall@leanenergyus.org>, Robert Hill <rhill@slocity.org>,
"Read, Chris" <cread@slocity.org>
Subject: FW: Coming Back Around...
Hi All,
After chatting with Tom, I just wanted to follow up so that we are all on the same page in terms of the potential next
steps.
Shawn – please do send over the preliminary timeline and next steps for us to review.
Thanks again,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Tom Habashi
Sent: Friday, October 19, 2018 11:07 AM
236
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Subject: FW: Coming Back Around...
Here is what I sent to the SLO folks, FYI
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Tom Habashi
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Robert Hill <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1‐ The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2‐ The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3‐ I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
237
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
238
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
239
Hicks, Bailey
From:J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent:Wednesday, October 31, 2018 4:04 PM
To:shawn marshall;Tom Habashi;Hill, Robert;Read, Chris
Subject:RE: Coming Back Around...
Hi Shawn,
Thanks for putting this together.
I’d be happy to join a call today at 4:30 if that works or tomorrow morning.
In terms of next steps, I think it would be helpful to identify leads for each item so we all know the roles and
responsibilities for this compressed timeline.
I double checked the SLO’s website and their ordinance’s and resolution relate to the Central Coast Community Energy
so we would have to update those to reflect Monterey Bay Community power.
Best,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Wednesday, October 31, 2018 3:26 PM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>; Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill
<rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Howdy Folks,
If you have time this afternoon for a brief call, that would be great. Or tomorrow morning if today is
shot. Here is the proposed timeline that we have prepared for the staff report – pursuant to my call w/ JR
earlier this afternoon…
Timing and Next Steps:
240
If the CCCE Board recommends that its member agencies move forward with the MBCP membership option
for 2020 enrollment, the timing is very tight between now and the CPUC deadline of January 1, 2019 for
submittal of an amended Implementation Plan. The tentative schedule would be as follows:
DATE BODY ACTION(s)
11/14 MBCP Operations Board Consider recommendation to
amend MBCP JPA Agreement for
inclusion of SLO and MB as new
members
11/15 MBCP Community Advisory
Cmte.
Ditto above
11/20 Morro Bay City Council Meeting Adopt resolution requesting
membership in MBCP and
resolution to approve MBCP’s
JPA Agreement
11/27 San Luis Obispo City Council Mtg. Ditto above
12/5 MBCP Policy Board Meeting Approvals to:
1) Include SLO/MB as new
members and amend
MBCP’s JPA Agreement
2) Seat new Board member
representing SLO/MB
3) Adopt Amended
Implementation Plan
Special Meeting – if
needed
MBCP Policy Board Adopt Amended
Implementation Plan
1/1/19 CPUC Deadline Submit Amended I‐Plan
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Wednesday, October 31, 2018 at 2:30 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>, "Shawn Marshall
(shawnmarshall@leanenergyus.org)" <shawnmarshall@leanenergyus.org>, Robert Hill <rhill@slocity.org>,
"Read, Chris" <cread@slocity.org>
Subject: FW: Coming Back Around...
Hi All,
241
After chatting with Tom, I just wanted to follow up so that we are all on the same page in terms of the potential next
steps.
Shawn – please do send over the preliminary timeline and next steps for us to review.
Thanks again,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Tom Habashi
Sent: Friday, October 19, 2018 11:07 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Subject: FW: Coming Back Around...
Here is what I sent to the SLO folks, FYI
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Tom Habashi
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Robert Hill <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
242
1‐ The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2‐ The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3‐ I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
243
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
244
Hicks, Bailey
From:shawn marshall <shawnmarshall@leanenergyus.org>
Sent:Wednesday, October 31, 2018 3:26 PM
To:J.R. Killigrew;Tom Habashi;Hill, Robert;Read, Chris
Subject:Re: Coming Back Around...
Howdy Folks,
If you have time this afternoon for a brief call, that would be great. Or tomorrow morning if today is
shot. Here is the proposed timeline that we have prepared for the staff report – pursuant to my call w/ JR
earlier this afternoon…
Timing and Next Steps:
If the CCCE Board recommends that its member agencies move forward with the MBCP membership option
for 2020 enrollment, the timing is very tight between now and the CPUC deadline of January 1, 2019 for
submittal of an amended Implementation Plan. The tentative schedule would be as follows:
DATE BODY ACTION(s)
11/14 MBCP Operations Board Consider recommendation to
amend MBCP JPA Agreement for
inclusion of SLO and MB as new
members
11/15 MBCP Community Advisory
Cmte.
Ditto above
11/20 Morro Bay City Council Meeting Adopt resolution requesting
membership in MBCP and
resolution to approve MBCP’s
JPA Agreement
11/27 San Luis Obispo City Council Mtg. Ditto above
12/5 MBCP Policy Board Meeting Approvals to:
1) Include SLO/MB as new
members and amend
MBCP’s JPA Agreement
2) Seat new Board member
representing SLO/MB
3) Adopt Amended
Implementation Plan
Special Meeting – if
needed
MBCP Policy Board Adopt Amended
Implementation Plan
1/1/19 CPUC Deadline Submit Amended I‐Plan
Shawn E. Marshall
Executive Director
245
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: "J.R. Killigrew" <jkilligrew@mbcommunitypower.org>
Date: Wednesday, October 31, 2018 at 2:30 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>, "Shawn Marshall
(shawnmarshall@leanenergyus.org)" <shawnmarshall@leanenergyus.org>, Robert Hill <rhill@slocity.org>,
"Read, Chris" <cread@slocity.org>
Subject: FW: Coming Back Around...
Hi All,
After chatting with Tom, I just wanted to follow up so that we are all on the same page in terms of the potential next
steps.
Shawn – please do send over the preliminary timeline and next steps for us to review.
Thanks again,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Tom Habashi
Sent: Friday, October 19, 2018 11:07 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Subject: FW: Coming Back Around...
Here is what I sent to the SLO folks, FYI
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
246
From: Tom Habashi
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Robert Hill <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1‐ The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2‐ The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3‐ I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
247
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
248
249
Hicks, Bailey
From:Hill, Robert
Sent:Wednesday, October 31, 2018 3:01 PM
To:Tom Habashi
Subject:RE: Coming Back Around...
Perfect.
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 3:00 PM
To: Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
Call my direct line. Let’s make it at 3:10 (talkative board member on the phone already)
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, October 31, 2018 2:55 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Coming Back Around...
Hi Tom,
Yes, thank you, 3:00 works for us. What number shall we call you at?
Talk soon…
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
250
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 2:21 PM
To: Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
How about 3:00?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, October 31, 2018 11:31 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We are “all in” – do you have 15 minutes or so to speak with Chris and I this afternoon? Our calendars open
up after 1:30 pm.
Thanks again,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
251
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, October 29, 2018 5:48 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Sounds good. Looking forward to hearing from you.
Get Outlook for Android
From: Hill, Robert <rhill@slocity.org>
Sent: Monday, October 29, 2018 5:44:46 PM
To: Tom Habashi
Cc: Read, Chris
Subject: RE: Coming Back Around...
Hi Tom,
We’ve been having quite a few discussions around here and have a sunrise breakfast scheduled with our City
Manager on Weds this week to reach a final decision on our staff recommendation for our board meeting Nov
7th.
We will reach out to you again right away following that decision meeting on Weds morning.
Thank you, sir.
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 2:32 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Robert/Chris
252
No worries and I’m glad that you are leaning to launch in 2020 rather than wait for another year or two. I’ll wait on
setting anything in motion at my end until I know, with a reasonable degree of certainty, that you plan to recommend
joining MBCP to your governing Boards.
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, October 19, 2018 2:06 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Read,
Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We really appreciate your thoughtful, gracious, and very patient consideration of us. Thank you.
As you might expect, we will be having serious internal discussions right away. More very soon…
Best regards,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Hill, Robert <rhill@slocity.org>; Read, Chris
253
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1. The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2. The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3. I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
254
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
255
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Wednesday, October 31, 2018 3:00 PM
To:Hill, Robert
Subject:RE: Coming Back Around...
Call my direct line. Let’s make it at 3:10 (talkative board member on the phone already)
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, October 31, 2018 2:55 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Subject: RE: Coming Back Around...
Hi Tom,
Yes, thank you, 3:00 works for us. What number shall we call you at?
Talk soon…
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
256
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 2:21 PM
To: Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
How about 3:00?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, October 31, 2018 11:31 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We are “all in” – do you have 15 minutes or so to speak with Chris and I this afternoon? Our calendars open
up after 1:30 pm.
Thanks again,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, October 29, 2018 5:48 PM
To: Hill, Robert <rhill@slocity.org>
257
Cc: Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Sounds good. Looking forward to hearing from you.
Get Outlook for Android
From: Hill, Robert <rhill@slocity.org>
Sent: Monday, October 29, 2018 5:44:46 PM
To: Tom Habashi
Cc: Read, Chris
Subject: RE: Coming Back Around...
Hi Tom,
We’ve been having quite a few discussions around here and have a sunrise breakfast scheduled with our City
Manager on Weds this week to reach a final decision on our staff recommendation for our board meeting Nov
7th.
We will reach out to you again right away following that decision meeting on Weds morning.
Thank you, sir.
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 2:32 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Robert/Chris
No worries and I’m glad that you are leaning to launch in 2020 rather than wait for another year or two. I’ll wait on
setting anything in motion at my end until I know, with a reasonable degree of certainty, that you plan to recommend
joining MBCP to your governing Boards.
Best
258
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, October 19, 2018 2:06 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Read,
Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We really appreciate your thoughtful, gracious, and very patient consideration of us. Thank you.
As you might expect, we will be having serious internal discussions right away. More very soon…
Best regards,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Hill, Robert <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
259
1. The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2. The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3. I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
260
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
261
Hicks, Bailey
From:Hill, Robert
Sent:Wednesday, October 31, 2018 2:55 PM
To:Read, Chris;shawn marshall
Subject:FW: Coming Back Around...
Moving fast!
From: Hill, Robert
Sent: Wednesday, October 31, 2018 2:55 PM
To: 'Tom Habashi' <thabashi@mbcommunitypower.org>
Subject: RE: Coming Back Around...
Hi Tom,
Yes, thank you, 3:00 works for us. What number shall we call you at?
Talk soon…
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 2:21 PM
To: Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
How about 3:00?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
262
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, October 31, 2018 11:31 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We are “all in” – do you have 15 minutes or so to speak with Chris and I this afternoon? Our calendars open
up after 1:30 pm.
Thanks again,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, October 29, 2018 5:48 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Sounds good. Looking forward to hearing from you.
Get Outlook for Android
From: Hill, Robert <rhill@slocity.org>
Sent: Monday, October 29, 2018 5:44:46 PM
To: Tom Habashi
Cc: Read, Chris
Subject: RE: Coming Back Around...
263
Hi Tom,
We’ve been having quite a few discussions around here and have a sunrise breakfast scheduled with our City
Manager on Weds this week to reach a final decision on our staff recommendation for our board meeting Nov
7th.
We will reach out to you again right away following that decision meeting on Weds morning.
Thank you, sir.
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 2:32 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Robert/Chris
No worries and I’m glad that you are leaning to launch in 2020 rather than wait for another year or two. I’ll wait on
setting anything in motion at my end until I know, with a reasonable degree of certainty, that you plan to recommend
joining MBCP to your governing Boards.
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
264
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, October 19, 2018 2:06 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Read,
Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We really appreciate your thoughtful, gracious, and very patient consideration of us. Thank you.
As you might expect, we will be having serious internal discussions right away. More very soon…
Best regards,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Hill, Robert <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1. The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2. The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3. I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
265
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
266
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
267
Hicks, Bailey
From:Hill, Robert
Sent:Wednesday, October 31, 2018 2:55 PM
To:Tom Habashi
Subject:RE: Coming Back Around...
Hi Tom,
Yes, thank you, 3:00 works for us. What number shall we call you at?
Talk soon…
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Wednesday, October 31, 2018 2:21 PM
To: Hill, Robert <rhill@slocity.org>
Subject: RE: Coming Back Around...
How about 3:00?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
268
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, October 31, 2018 11:31 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We are “all in” – do you have 15 minutes or so to speak with Chris and I this afternoon? Our calendars open
up after 1:30 pm.
Thanks again,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, October 29, 2018 5:48 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Sounds good. Looking forward to hearing from you.
Get Outlook for Android
From: Hill, Robert <rhill@slocity.org>
Sent: Monday, October 29, 2018 5:44:46 PM
To: Tom Habashi
Cc: Read, Chris
Subject: RE: Coming Back Around...
Hi Tom,
We’ve been having quite a few discussions around here and have a sunrise breakfast scheduled with our City
Manager on Weds this week to reach a final decision on our staff recommendation for our board meeting Nov
7th.
269
We will reach out to you again right away following that decision meeting on Weds morning.
Thank you, sir.
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 2:32 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Robert/Chris
No worries and I’m glad that you are leaning to launch in 2020 rather than wait for another year or two. I’ll wait on
setting anything in motion at my end until I know, with a reasonable degree of certainty, that you plan to recommend
joining MBCP to your governing Boards.
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, October 19, 2018 2:06 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Read,
Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
270
Hi Tom,
We really appreciate your thoughtful, gracious, and very patient consideration of us. Thank you.
As you might expect, we will be having serious internal discussions right away. More very soon…
Best regards,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Hill, Robert <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1. The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2. The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3. I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
271
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
272
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
273
Hicks, Bailey
From:J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Sent:Wednesday, October 31, 2018 2:30 PM
To:Tom Habashi;Shawn Marshall (shawnmarshall@leanenergyus.org);Hill, Robert;Read, Chris
Subject:FW: Coming Back Around...
Attachments:MBCP Implementation Plan 8.2017.docx
Hi All,
After chatting with Tom, I just wanted to follow up so that we are all on the same page in terms of the potential next
steps.
Shawn – please do send over the preliminary timeline and next steps for us to review.
Thanks again,
J.R. Killigrew, Director of Communications & External Affairs
(O) 831‐641‐7239 (C) 310‐488‐7631
Email: jkilligrew@mbcommunitypower.org
Website: www.mbcommunitypower.org
Monterey Bay Community Power
70 Garden Court, Suite 300
Monterey, CA 93940
From: Tom Habashi
Sent: Friday, October 19, 2018 11:07 AM
To: J.R. Killigrew <jkilligrew@mbcommunitypower.org>
Subject: FW: Coming Back Around...
Here is what I sent to the SLO folks, FYI
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
274
From: Tom Habashi
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Robert Hill <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1‐ The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2‐ The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3‐ I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
275
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
276
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Wednesday, October 31, 2018 2:21 PM
To:Hill, Robert
Subject:RE: Coming Back Around...
How about 3:00?
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Wednesday, October 31, 2018 11:31 AM
To: Tom Habashi <thabashi@mbcommunitypower.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We are “all in” – do you have 15 minutes or so to speak with Chris and I this afternoon? Our calendars open
up after 1:30 pm.
Thanks again,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
277
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, October 29, 2018 5:48 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Sounds good. Looking forward to hearing from you.
Get Outlook for Android
From: Hill, Robert <rhill@slocity.org>
Sent: Monday, October 29, 2018 5:44:46 PM
To: Tom Habashi
Cc: Read, Chris
Subject: RE: Coming Back Around...
Hi Tom,
We’ve been having quite a few discussions around here and have a sunrise breakfast scheduled with our City
Manager on Weds this week to reach a final decision on our staff recommendation for our board meeting Nov
7th.
We will reach out to you again right away following that decision meeting on Weds morning.
Thank you, sir.
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 2:32 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Robert/Chris
278
No worries and I’m glad that you are leaning to launch in 2020 rather than wait for another year or two. I’ll wait on
setting anything in motion at my end until I know, with a reasonable degree of certainty, that you plan to recommend
joining MBCP to your governing Boards.
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, October 19, 2018 2:06 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Read,
Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We really appreciate your thoughtful, gracious, and very patient consideration of us. Thank you.
As you might expect, we will be having serious internal discussions right away. More very soon…
Best regards,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Hill, Robert <rhill@slocity.org>; Read, Chris
279
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1. The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2. The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3. I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
280
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
281
Hicks, Bailey
From:Hill, Robert
Sent:Wednesday, October 31, 2018 11:31 AM
To:Tom Habashi
Cc:Read, Chris
Subject:RE: Coming Back Around...
Hi Tom,
We are “all in” – do you have 15 minutes or so to speak with Chris and I this afternoon? Our calendars open
up after 1:30 pm.
Thanks again,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Monday, October 29, 2018 5:48 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: Re: Coming Back Around...
Sounds good. Looking forward to hearing from you.
Get Outlook for Android
From: Hill, Robert <rhill@slocity.org>
Sent: Monday, October 29, 2018 5:44:46 PM
To: Tom Habashi
Cc: Read, Chris
Subject: RE: Coming Back Around...
Hi Tom,
282
We’ve been having quite a few discussions around here and have a sunrise breakfast scheduled with our City
Manager on Weds this week to reach a final decision on our staff recommendation for our board meeting Nov
7th.
We will reach out to you again right away following that decision meeting on Weds morning.
Thank you, sir.
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 2:32 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Robert/Chris
No worries and I’m glad that you are leaning to launch in 2020 rather than wait for another year or two. I’ll wait on
setting anything in motion at my end until I know, with a reasonable degree of certainty, that you plan to recommend
joining MBCP to your governing Boards.
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, October 19, 2018 2:06 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Read,
283
Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We really appreciate your thoughtful, gracious, and very patient consideration of us. Thank you.
As you might expect, we will be having serious internal discussions right away. More very soon…
Best regards,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Hill, Robert <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1. The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2. The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3. I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
284
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
285
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
286
Hicks, Bailey
From:Tom Habashi <thabashi@mbcommunitypower.org>
Sent:Monday, October 29, 2018 5:48 PM
To:Hill, Robert
Cc:Read, Chris
Subject:Re: Coming Back Around...
Sounds good. Looking forward to hearing from you.
Get Outlook for Android
From: Hill, Robert <rhill@slocity.org>
Sent: Monday, October 29, 2018 5:44:46 PM
To: Tom Habashi
Cc: Read, Chris
Subject: RE: Coming Back Around...
Hi Tom,
We’ve been having quite a few discussions around here and have a sunrise breakfast scheduled with our City
Manager on Weds this week to reach a final decision on our staff recommendation for our board meeting Nov
7th.
We will reach out to you again right away following that decision meeting on Weds morning.
Thank you, sir.
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 2:32 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
287
Robert/Chris
No worries and I’m glad that you are leaning to launch in 2020 rather than wait for another year or two. I’ll wait on
setting anything in motion at my end until I know, with a reasonable degree of certainty, that you plan to recommend
joining MBCP to your governing Boards.
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, October 19, 2018 2:06 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Read,
Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We really appreciate your thoughtful, gracious, and very patient consideration of us. Thank you.
As you might expect, we will be having serious internal discussions right away. More very soon…
Best regards,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 10:52 AM
288
To: shawn marshall <shawnmarshall@leanenergyus.org>; Hill, Robert <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1. The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2. The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3. I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
289
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
290
Hicks, Bailey
From:Hill, Robert
Sent:Monday, October 29, 2018 5:45 PM
To:Tom Habashi
Cc:Read, Chris
Subject:RE: Coming Back Around...
Hi Tom,
We’ve been having quite a few discussions around here and have a sunrise breakfast scheduled with our City
Manager on Weds this week to reach a final decision on our staff recommendation for our board meeting Nov
7th.
We will reach out to you again right away following that decision meeting on Weds morning.
Thank you, sir.
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 2:32 PM
To: Hill, Robert <rhill@slocity.org>
Cc: Read, Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Robert/Chris
No worries and I’m glad that you are leaning to launch in 2020 rather than wait for another year or two. I’ll wait on
setting anything in motion at my end until I know, with a reasonable degree of certainty, that you plan to recommend
joining MBCP to your governing Boards.
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
291
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: Hill, Robert <rhill@slocity.org>
Sent: Friday, October 19, 2018 2:06 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; shawn marshall <shawnmarshall@leanenergyus.org>; Read,
Chris <cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Tom,
We really appreciate your thoughtful, gracious, and very patient consideration of us. Thank you.
As you might expect, we will be having serious internal discussions right away. More very soon…
Best regards,
Bob
Robert Hill
Interim Deputy Director
City Administration
Office of Sustainability
990 Palm Street, San Luis Obispo, CA 93401-3249
E rhill@slocity.org
T 805.781.7211
slocity.org
From: Tom Habashi <thabashi@mbcommunitypower.org>
Sent: Friday, October 19, 2018 10:52 AM
To: shawn marshall <shawnmarshall@leanenergyus.org>; Hill, Robert <rhill@slocity.org>; Read, Chris
<cread@slocity.org>
Subject: RE: Coming Back Around...
Hi Shawn/Robert/Chris
Attached is MBCP Implementation plan for your reference. I want to add few observations to Shawn’s recollection of our
conversation
1‐ The legality of one JPA formed for the purpose of becoming a CCA joining another CCA may not work for 2
reasons; 1) Rule 23 that permits the formation of CCA allows municipalities and counties with defined boarders
to form or become part of a CCA. I don’t believe that extends to a JPA and even if it does; 2) MBCP’s JPA allows
292
members to terminate their membership provided that they take responsibility of decisions made on their
behalf prior to their withdrawal. I think that would be very difficult to enforce if the member is a JPA rather than
a city or a county.
2‐ The costly proposition of customer outreach, notifications and enrollment will be difficult to do if it’s done in the
name of another JPA, especially if that entity (in this case CCCE) has no responsibility to the SLO/Morro Bay
customers. Furthermore, our members in Santa Cruz and San Benito may demand the same treatment, sending
our marketing effort down the rabbit hole
3‐ I’m not advocating that SLO/Morro Bay abandon the CCCE brand, in fact I do like the name and in a few years, If
I would advocate for a change in name, CCCE would be an ideal one. I’m, however, suggesting that SLO hold on
to the name and redirect their mission to implementing energy efficiency and other programs that we are not
likely to begin promoting until we can get funding from the CEC, CPUC or other sources.
Finally, and to be blunt, if you guys want in, then be “ALL IN”, but if identity and local control is of paramount
importance to you, then bite the bullet, raise the funds and do your own thing.
And that’s my two cents
Best
Tom Habashi, CEO
(831) 313‐5557 (cell)
(831) 641‐7215 (direct)
thabashi@mbcommunitypower.org
From: shawn marshall <shawnmarshall@leanenergyus.org>
Sent: Thursday, October 18, 2018 6:27 PM
To: Tom Habashi <thabashi@mbcommunitypower.org>; Robert Hill <rhill@slocity.org>; Read, Chris <cread@slocity.org>
Subject: Coming Back Around...
Tom,
On behalf of Bob Hill and Chris Read who are leading the CCA effort down in San Luis Obispo, I want to thank
you for your time and graciousness on the phone this afternoon… and your willingness to entertain (yet
again!) the idea of expanding MBCP’s membership to include SLO communities. By way of this email, I am
sharing MBCP’s JPA Agreement with Chris and Bob and outlining some of the terms and next steps that we
discussed. Bob and Chris will follow up with you directly once they’ve had the chance to review the JPA
Agreement and discuss internally.
DRAFT Terms:
Membership: Central Coast Community Energy (CCCE) as a new JPA serving SLO County communities would
join MBCP as a full voting member
Governance: CCCE would have one seat on the MBCP Ops and Policy Boards to start; additional seats
allocated as per the population thresholds described in the JPA Agreement
Cost to Join: None, other than CCCE (or its member cities) will cover initial legal costs for JPA review and
technical consultant costs to prepare the amended Implementation Plan
293
Branding/Identity: In concept, Tom is fine with CCCE retaining its name and brand identity at the local level;
will need to check with PG&E on bill labeling. MBCP may also choose to change its name to reflect a broader
service territory (final approach TBD).
Revenues and Expenditures: Revenues and expenditures will remain under the purview of MBCP and its
Board; no separate accounting
Rate Setting/Power Options: CCCE will become part of MBCP’s existing rate design, pricing structure and
power product options
Programs: MBCP’s programs will be offered within the SLO service territory as they are throughout MBCP’s
existing territory; opportunities for local power procurement will be available on the same basis as other
MBCP members (generally through RFPs)
CAC: CCCE may appoint a community member to MBCP’s CAC; MBCP will not support a separate CAC for CCCE
Staffing: Will be provided by existing MBCP staff; in the future, would consider hiring a local staff person to
liaison with HQ in Monterey
Action Items:
Greg Stapanicich to affirm legality of a JPA joining another JPA
Greg and city attorneys to review MBCP’s JPA Agreement to flag questions or issues
Tom to send word version of MBCP’s Implementation Plan so TEA can update/amend (if given the green light)
Tom to handle internal load analysis related to CCCE expansion
11/7 ‐ 1st CCCE Board meeting to provide direction on whether to pursue membership in MBCP; if yes…
11/14 – MBCP Ops Board meets; provide recommendation to approve (or not) CCCE’s membership
12/5 – MBCP Policy Board meets; approve CCCE as new member and adopt the amended Implementation
Plan (assuming its ready)
2019: Program integration and enrollment for early 2020 launch
I think that covers it for now. Tom, please add/amend if I missed anything. Thanks all, S‐
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
294
Hicks, Bailey
From:shawn marshall <shawnmarshall@leanenergyus.org>
Sent:Thursday, October 25, 2018 4:20 PM
To:Read, Chris;Hill, Robert;Jeff Fuller;Colin Cameron
Subject:FW: MBCP Sets the Record Straight on Electricity Cost
Persuant to our current conversation. MBCP remains bullish…
Shawn E. Marshall
Executive Director
(415) 786-9118 (mobile)
www.LEANenergyus.org
From: Monterey Bay Community Power <info@mbcommunitypower.org>
Reply‐To: <info@mbcommunitypower.org>
Date: Thursday, October 25, 2018 at 4:17 PM
To: <shawnmarshall@leanenergyus.org>
Subject: MBCP Sets the Record Straight on Electricity Cost
We're sharing the facts about what customers will experience regarding their electricity bill.
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.http://r20.rs6.net/on.jsp?ca=e156b119-c1cf-4f62-b61f-207212af1197&a=1113399578580&c=d8a12140-bcc0-11e6-9438-d4ae526edc76&ch=d8c85850-bcc0-11e6-9438-d4ae526edc76
To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.Monterey Bay Community Power
To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet.http://files.constantcontact.com/4df49cb3301/02a87829-b8c0-4beb-aee7-c396966f1ab4.gif
October 2018 Newsletter
Hello Shawn,
As you may already be aware, the California Public Utilities
Commission (CPUC) voted for the "Alternate Proposed Decision" t hat
295
was less in MBCP's favor than the original “Proposed Decision,”
regarding the Power Charge Indifference Adjustment (PCIA) that
utilities like PG&E can charge.
The news coverage and many conversations on social media across
the State have provided a wide spectrum of information about this
decision, and not all of it accurate. As part of MBCP’s commitments
to transparency and accountability, we’d like to share the facts about
what customers will experience regarding their electricity bill.
SETTING THE RECORD STRAIGHT:
MBCP Customers Will Receive a 3% Rebate and Cost-Savings
Over PG&E, Delivered as a Credit on Your December bill
MBCP remains dedicated to never charging higher rates than PG&E,
and will continue to provide both a savings and local investment into
the communities we serve.
Committed to Customer Savings
and Community Investment
The CPUC's vote equates to a higher cost for MBCP, not to MBCP
customers. The vote simply means that MBCP will not be able to
invest as much as desired in both customer savings and local
programs for the short-term.
All of us here at MBCP thank you for your support and we encourage
you to help set the record straight in your own community. As always,
our Customer Support Center is available to answer questions on the
phone (888.909.6227) or via email (info@mbcommunitypower.org),
and our Community Outreach Team is available for presentations to
communities and organizations in the tri-county area.
296
Know Your Costs
As part of our setting the record straight efforts, MBCP has created
new resources for understanding your bill, available online.
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“Timing is everything,” so the saying goes. MBCP's
residential-service launch coincided with a
summertime rate increase by PG&E, giving many
customers the impression that MBCP service led to
higher rates.
As part of MBCP’s efforts to make cost comparisons simple, we match PG&E
rates exactly and then provide cost-savings through a rebate. Whether rates
go up or down in the short-term, MBCP remains committed to delivering
annual cost-savings.
No New or Additional Charges on Your Bill
Seeing a rise in electricity costs earlier this year, many customers looked at
their bill for the first time in months and noticed some new line items: the
Monterey Bay Community Power Electric Generation Charge, PCIA Fee and
Franchise Fee Surcharge.
Prior to MBCP service, all three costs (Electric Generation Charge + PCIA Fee
+ Franchise Fee) were buried inside PG&E’s Bundled Services cost, and all
customers paid them whether they knew it or not. Now that MBCP is in
control of where and how your electricity is generated, the MBCP Electric
Generation Charge stands alone as a separate line item – NOT an additional
charge.
And as part of MBCP’s commitment to transparency and accountability, we’re
making the PCIA Fee and Franchise Fee clear as day. No more hidden costs
inside a ‘bundled’ rate. PG&E will continue to charge for Transmission and
Delivery.
New Resources to Help Customers Better Understand
297
Their Bill, Available Online:
Understanding Your Bill
Como Leer Su Factura De Energia Electrica
Know Your Costs and Rates
Conoce Tus Tarifas
MBCP Inks Deal for Largest Solar-Plus-Storage
Project in California
In another innovative collaboration with Silicon
Valley Clean Energy, MBCP has put in motion a
Solar-Plus-Storage project that will outsize all
others to date in California.
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Working with energy developers Recurrent Energy and EDF, the Slate and
BigBeau projects in Kings and Kern Counties respectively, will generate 278
MWs of 100% renewable energy with a combined storage capacity of 85
MWs, setting a new standard for utility-scale proforma solar-plus-storage
agreements. The Slate project is the largest solar-plus-storage project in
California history.
According to a May, 2018 U.S. Energy Information Administration (EIA) report:
At the end of 2017, 708 MWs of utility-scale battery storage capacity was in
operation in the US. With the approval of these two projects, MBCP and SVCE
will be contributing to a 12% increase in US Storage Capacity.
MBCP in the Media
298
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Clean Power Could Mean Higher Electricity Rates
KSBW 10-12-18
Revised PG&E 'exit fee' impact to vary
on MB Community Power, Customers
Monterey Herald 10-15-18
What's With Change to Power Bills?
Santa Cruz Sentinel 10/20/18
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CLEAN ENERGY
Electricity Generation
by MBCP
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SAME SERVICE
Electricity Delivery
by PG&E
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YOUR CHOICE
Greener Electricity at a
Lower Cost
Thank you for your continued support and interest in MBCP and
remember to enter to win our Electric Bike Giveaway!
Monterey Bay Community Power
www.mbcommunitypower.org
Connect with us
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300
Hicks, Bailey
From:Buergler, JoAnne <jbuergler@rpcity.org>
Sent:Thursday, October 25, 2018 10:00 AM
To:'Avrit, Britt';Bren Lehr;Anna M. Jerome (AJerome@pico-rivera.org);Adria Jimenez;Denise
Basham;Adrian Garcia;Anthony Mejia;April Sousa ;Debra Jackson ;Donna Settles ;Jennifer
Ferraiolo;Jennifer Woodworth ;Joelle Fockler ;Christian, Kevin;Melinda Sayre;Mitzi Ortiz ;Molly
McLaughlin ;Patrice Olds ;Patricia Barajas;Randi Johl ;Shawna Freels ;Stephanie Smith;Steven Aguilar
;Susan Domen;Vicki Kasad;Wendy Klock-Johnson ;Yvonne Spence;Zack Beck
Subject:RE: contract/insurance retention question
Mostly kept separately. However, often the original insurance is filed with the contract. We do link the insurance to the
agreement in Laserfiche.
JoAnne M. Buergler, MMC | City Clerk
City of Rohnert Park | 130 Avram Avenue | Rohnert Park, CA 94928
City Clerk’s Office: 707-588-2227 | Direct Line: 707-588-2225
Fax: 707-792-1876 | Website: www.rpcity.org
From: Avrit, Britt [mailto:bavrit@cityoflancasterca.org]
Sent: Thursday, October 25, 2018 9:33 AM
To: Bren Lehr <blehr@mbcommunitypower.org>; Anna M. Jerome (AJerome@pico‐rivera.org) <AJerome@pico‐
rivera.org>; Adria Jimenez <ajimenez@downeyca.org>; Denise Basham <dbasham@cypressca.org>; Adrian Garcia
<agarcia@azusaca.gov>; Anthony Mejia <Anthony.Mejia@palmspringsca.gov>; April Sousa <cityclerk@bluelake.ca.gov>;
Debra Jackson <cityclerk@cityofimperial.org>; Donna Settles <dsettles@ci.galt.ca.us>; Jennifer Ferraiolo
<jferraiolo@lodi.gov>; Jennifer Woodworth <jwoodworth@openspace.org>; Buergler, JoAnne <jbuergler@rpcity.org>;
Joelle Fockler <joelle.fockler@cityofconcord.org>; Kevin Christian <kchristian@slocity.org>; Melinda Sayre
<msayre@cityofhesperia.us>; Mitzi Ortiz <mortiz@cityofalisoviejo.com>; Molly McLaughlin
<mmclaughlin@cityofirvine.org>; Patrice Olds <polds@cityofsanmateo.org>; Patricia Barajas <patricib@ci.salinas.ca.us>;
Randi Johl <randi.johl@cityoftemecula.org>; Shawna Freels <shawna.freels@cityofgilroy.org>; Stephanie Smith
<SSmith@MurrietaCA.gov>; Steven Aguilar <saguilar@eastvaleca.gov>; Susan Domen <sdomen@lake‐elsinore.org>;
Vicki Kasad <vkasad@ci.ontario.ca.us>; Wendy Klock‐Johnson <wkjohnson@cityofsacramento.org>; Yvonne Spence
<yvonne.spence@fresno.gov>; Zack Beck <zbeck@ci.oceanside.ca.us>
Subject: contract/insurance retention question
Good morning!
I don’t really want to send this to the listserve, so I’m going to my group of experts to see what your practices are!
Currently we retain Insurance documents as part of our agreements once the agreements have been signed. I’m
wondering if we should be separating and retaining the insurance docs separate.
How do you retain insurance certificates related to agreements?
Thank you!
Britt Avrit, MMC
City Clerk
City of Lancaster
301
661-723-6026
302
Hicks, Bailey
From:Jennifer Woodworth <jwoodworth@openspace.org>
Sent:Thursday, October 25, 2018 9:43 AM
To:'Avrit, Britt';Bren Lehr;Anna M. Jerome (AJerome@pico-rivera.org);Adria Jimenez;Denise
Basham;Adrian Garcia;Anthony Mejia;April Sousa ;Debra Jackson ;Donna Settles ;Jennifer
Ferraiolo;JoAnne Buergler;Joelle Fockler ;Christian, Kevin;Melinda Sayre;Mitzi Ortiz ;Molly McLaughlin
;Patrice Olds ;Patricia Barajas;Randi Johl ;Shawna Freels ;Stephanie Smith;Steven Aguilar ;Susan
Domen;Vicki Kasad;Wendy Klock-Johnson ;Yvonne Spence;Zack Beck
Subject:RE: contract/insurance retention question
Hi Britt,
We keep ours separately from the agreements, and our risk manager requires that we keep them permanently
(digitized). Hope that helps!
Jen
Jennifer Woodworth, MMC
District Clerk/ Assistant to the General Manager
jwoodworth@openspace.org
Midpeninsula Regional Open Space District
330 Distel Circle, Los Altos, CA 94022
P: (650) 691-1200 - F: (650) 691-0485
E‐mail correspondence with the Midpeninsula Regional Open Space District (and attachments, if any) may be subject to
the California Public Records Act, and as such may therefore be subject to public disclosure unless otherwise exempt
under the Act.
From: Avrit, Britt <bavrit@cityoflancasterca.org>
Sent: Thursday, October 25, 2018 9:33 AM
To: Bren Lehr <blehr@mbcommunitypower.org>; Anna M. Jerome (AJerome@pico‐rivera.org) <AJerome@pico‐
rivera.org>; Adria Jimenez <ajimenez@downeyca.org>; Denise Basham <dbasham@cypressca.org>; Adrian Garcia
<agarcia@azusaca.gov>; Anthony Mejia <Anthony.Mejia@palmspringsca.gov>; April Sousa <cityclerk@bluelake.ca.gov>;
Debra Jackson <cityclerk@cityofimperial.org>; Donna Settles <dsettles@ci.galt.ca.us>; Jennifer Ferraiolo
<jferraiolo@lodi.gov>; Jennifer Woodworth <jwoodworth@openspace.org>; JoAnne Buergler <jbuergler@rpcity.org>;
Joelle Fockler <joelle.fockler@cityofconcord.org>; Kevin Christian <kchristian@slocity.org>; Melinda Sayre
<msayre@cityofhesperia.us>; Mitzi Ortiz <mortiz@cityofalisoviejo.com>; Molly McLaughlin
<mmclaughlin@cityofirvine.org>; Patrice Olds <polds@cityofsanmateo.org>; Patricia Barajas <patricib@ci.salinas.ca.us>;
Randi Johl <randi.johl@cityoftemecula.org>; Shawna Freels <shawna.freels@cityofgilroy.org>; Stephanie Smith
<SSmith@MurrietaCA.gov>; Steven Aguilar <saguilar@eastvaleca.gov>; Susan Domen <sdomen@lake‐elsinore.org>;
Vicki Kasad <vkasad@ci.ontario.ca.us>; Wendy Klock‐Johnson <wkjohnson@cityofsacramento.org>; Yvonne Spence
<yvonne.spence@fresno.gov>; Zack Beck <zbeck@ci.oceanside.ca.us>
Subject: contract/insurance retention question
Good morning!
I don’t really want to send this to the listserve, so I’m going to my group of experts to see what your practices are!
303
Currently we retain Insurance documents as part of our agreements once the agreements have been signed. I’m
wondering if we should be separating and retaining the insurance docs separate.
How do you retain insurance certificates related to agreements?
Thank you!
Britt Avrit, MMC
City Clerk
City of Lancaster
661-723-6026
304
Hicks, Bailey
From:Avrit, Britt <bavrit@cityoflancasterca.org>
Sent:Thursday, October 25, 2018 9:33 AM
To:Bren Lehr;Anna M. Jerome (AJerome@pico-rivera.org);Adria Jimenez;Denise Basham;Adrian
Garcia;Anthony Mejia;April Sousa ;Debra Jackson ;Donna Settles ;Jennifer Ferraiolo;Jennifer
Woodworth ;JoAnne Buergler;Joelle Fockler ;Christian, Kevin;Melinda Sayre;Mitzi Ortiz ;Molly
McLaughlin ;Patrice Olds ;Patricia Barajas;Randi Johl ;Shawna Freels ;Stephanie Smith;Steven Aguilar
;Susan Domen;Vicki Kasad;Wendy Klock-Johnson ;Yvonne Spence;Zack Beck
Subject:contract/insurance retention question
Good morning!
I don’t really want to send this to the listserve, so I’m going to my group of experts to see what your practices are!
Currently we retain Insurance documents as part of our agreements once the agreements have been signed. I’m
wondering if we should be separating and retaining the insurance docs separate.
How do you retain insurance certificates related to agreements?
Thank you!
Britt Avrit, MMC
City Clerk
City of Lancaster
661-723-6026
305
Hicks, Bailey
From:Hilary Staver <hilary.staver@svcleanenergy.org>
Sent:Thursday, October 25, 2018 9:08 AM
To:Shalini Swaroop;jcregar@co.santa-
barbara.ca.us;tom.moody@ci.corona.ca.us;kmorris@hermosabch.org;julie.benabente@sanjoseca.gov;
msears@cityofdavis.org;spoonhour@wrcog.cog.ca.us;dking@cosb.org;tprill@sanjacintoca.us;kbarrow
s@cvag.org;hmartinez@cordobacorp.com;Beth Vaughan;mswan@applevalley.org;Hendry,
James;kwells@cityoflancasterca.org;Mskolnik@ceo.lacounty.gov;CC Song;Tom Habashi;Joseph F.
Wiedman;Katherine Hernandez;aretalla@placer.ca.gov;acampbell@redwoodenergy.org;Neal
Reardon;Joseph Moon;Ramirez, Manuel;Dan Griffiths;Michael Callahan;Nathaniel Malcolm
(nmalcolm@mcecleanenergy.org);Jenine
Windeshausen;dtibbs@aes4u.com;rengel@redwoodenergy.org;Steve Shupe;CB
Hall;leah.goldberg@sanjoseca.gov;kelli.parmley@sanjoseca.gov;Greg
Wade;scott.green@sanjoseca.gov;Ty
Tosdal;cnajera@encinitasca.gov;cbrown@delmar.ca.us;jason.haber@carlsbadca.gov;MLahsaiezadeh@
ci.oceanside.ca.us;Read, Chris;Hill, Robert;Sheridan Pauker;Tim Lindl
Cc:Barbara Spoonhour;jgwynn@redwoodenergy.org;Huynh, Leanna;Kofi Antobam;Kathy
Schmachtenberger;Erin Maker;Aisha Cissna;Tom Habashi
Subject:CalCCA Affiliate Monthly Regulatory Discussion Agenda
Attachments:CalCCA Affiliate Regulatory Discussion agenda 25Oct18.pdf
Good Morning Affiliate Team,
Attached is the agenda for our monthly regulatory discussion at 10:00 am. I look forward to talking.
Best,
Hilary
CalCCA Regulatory Committee Chair
Hilary Staver
Manager of Regulatory and Legislative Affairs
(408)-721-5301 x1008
SVCleanEnergy.org | Follow us @SVCleanEnergy
SVCE is committed to protecting customer privacy. Learn more about our privacy policy at:
https://www.svcleanenergy.org/customer‐confidentiality