Attachment A

Stephanie and team,

Happy Holidays and hope you all are doing well. Per General Order 156, attached is the LGBTBE spend goal recommendation from the Joint Utilities (JU) group. In addition, attached are supplemental documents to support our recommendation, as well as demonstrate our commitment to inclusion and transparency throughout the goal development process.

On behalf of the JU, thank you for your guidance and partnership. We are continuing to engage in discussions with the various LGBT advocacy and community-based organizations, aimed at facilitating the ongoing inclusion and development of LGBTBE suppliers. Let us know if you have any questions and we look forward to a decision for the Commissioners.

Joe Chow Ed Simon Tarrance Frierson Southern California Gas Company California American Water Southern California Edison Joint Utilities Chair (2020) Co-Lead, LGBTBE Goal Analysis & Recommendation Co-Lead, LGBTBE Goal Analysis & Recommendation

TARRANCE FRIERSON Principal Manager Operational Services l Supplier Diversity and Development T. 626-302-7611 l M. 626-418-2601

ADMINISTRATIVE ASSISTANT: Rebecca Casey | 626.302.4030 | [email protected]

Confidentiality Notice: This communication is intended for the use of the recipient to which it is addressed and may contain confidential, personal and/or privileged information. Please contact us immediately if you are not the intended recipient of this communication, and do not distribute or take action relying on it. Any communication received in error, or subsequent reply, should be deleted or destroyed.

Joint Utilities Group: LGBTBE Spend Goal Recommendation BACKGROUND & OVERVIEW On September 26, 2014, Governor Jerry Brown signed Assembly Bill (AB) 1678 into California law. The legislation championed by retired Assemblymember Rich Gordon and others, aimed to create access, and expand opportunities for Lesbian, Gay, Bisexual, Transgender Business Enterprises (LGBTBE) through the California Public Utilities Commission’s (CPUC) General Order 156 (GO 156). In June 2015, the CPUC updated Section 8.3 of GO 156 to include new reporting requirements and a five-year implementation plan specific to LGBTBEs. The following provides a high-level overview of the plan and associated requirements.

• 2015: Awareness and Partnerships - Work with LGBT advocacy and community-based organizations to identify and build LGBTBE supplier pool.

• 2016-2018: Focus on Inclusion, Outreach and Reporting - Update processes, procedures, and systems to facilitate the recruitment and utilization of LGBTBEs. - Support or sponsor outreach, technical assistance, and capacity building programs for LGBTBE. - Submit Annual Reports with short and long-term goals and objectives (non- numerically based), as well as begin reporting LGBTBE spend data.

• 2019: Additional Reporting and Spend Goals - Report progress with LGBTBE outreach efforts and/or strategies. - Establish individual and internal numerically based targets or goals for LGBTBE procurement.

• 2020: Transparency and Recommendation - Hold public workshop to review LGBTBE accomplishments, challenges, and opportunities. - CPUC Supplier Diversity staff and utilities to submit joint report and recommendation for setting a meaningful LGBTBE spend goal in GO 156. In January 2020, the Joint Utilities group along with the CPUC Supplier Diversity staff and representatives from the various LGBT advocacy, chamber, and community-based organizations initiated conversations related to establishing an aspirational and attainable LGBTBE spend goal supported by data-driven insights. In addition, the group discussed common challenges for diverse businesses, as well as potential actions that could help drive progress with the LGBTBE spend category. The meetings were collaborative, informative, and reaffirmed a shared commitment to advance opportunities for LGBTBE suppliers. RECOMMENDATION & RATIONALE The Joint Utilities (JU) is a group of industry professionals representing CPUC-regulated utilities that gather periodically to discuss issues and share best practices specific to supplier diversity program activities and advancing opportunities for diverse business enterprises. In compliance with Section 8.3.6 of General Order 156, the group collectively and respectfully submits to the California Public Utilities Commission’s (CPUC) for consideration, a LGBTBE spend goal recommendation of .50%. The spend goal recommendation is based on a review of LGBTBE spend, supplier availability, and other data between 2015 and 2020. The analysis focused on key purchasing categories, spend trends, certification stats, marketplace competition, and more. The following summarizes the key findings and information received from the utilities and other sources.

• Procurement spend varied by utility sector based on business scope, purchasing needs, industry drivers, service area geography, multi-year contracts, etc. • LGBTBE 4-year (2016–2019) average spend totaled .135%, based on annual report data submitted to the CPUC. • Total LGBTBE spend exceeded $163 million dollars and increased 53% during 4-year period (2016–2019). • Total Procurement spend ranged from $139 to $20 billion dollars across 79 Standard Industrial Classification (SIC) codes during 4-year period (2016–2019). • In July 2020, the Supplier Clearinghouse database included approximately 8,300 diverse businesses, slightly over 500 were LGBTBE firms. - There have been a limited number of new and renewal certifications with LGBT- owned businesses. Reference Table 1 below. - The vast majority of LGBTBEs firms were added through a MOU “data transfer” agreement between the CPUC and the National Gay & Lesbian Chamber of Commerce (NGLCC). - Roughly 50% of the LGBTBE firms listed SIC codes 73 (Business Services) and 87 (Engineering & Management Services) as a primary code; overall there are 55 unique SIC code associations. • GO 156 limits reportable spend to firms certified through the Supplier Clearinghouse and/or the Department of General Services (for Disabled Veteran); as well as limits the alignment of spend to a single category, even if a supplier is certified across multiple diverse categories (i.e., MBE, WBE, DVBE, and LGBTBE). • Some business owners are hesitant to certify as a LGBTBE firm out of concern or risk of losing business with other clients or corporations. • Marketplace competition among diverse business enterprises is significant. TABLE 1: LGBTBE Certification Data – The Supplier Clearinghouse Data Direct CAV Renewal MOU Year Certifications1 Certifications2 Certifications3 Data Transfer4 2015 16 18 N/A N/A 2016 37 40 2 N/A 2017 28 24 4 N/A 2018 22 34 8 N/A 2019 20 13 12 265 2020 19 48 16 273 DATA SOURCE: Supplier Clearinghouse administrator, B2Gnow (provided December 28, 2020) 1. New certification requests processed with the submission of a Standard, Fast Track, or Additional (suppliers certified in other categories – MBE, WBE, etc.) application. 2. Reciprocal certification requests from suppliers certified through the NGLCC, processed with submission of a Comparable Agency Verification (CAV) application. 3. Renewal certification requests, typically suppliers whose initial application was approved through the Direct certification process. 4. Suppliers uploaded to the Clearinghouse database according to parameters defined by the Memorandum of Understanding (MOU) between the CPUC and NGLCC. Attached are copies of the presentations prepared by the JU group and the various LGBT advocacy, chamber, and community-based organizations. In addition, attached are the meeting notes from the public workshop hosted by the JU group on October 28, 2020. OTHER HIGHLIGHTS & COMMITMENTS As the journey continues and we think about next steps, it is important to celebrate and highlight other accomplishments since the passage of California Assembly Bill 1678. Members of the Joint Utilities group have established and/or expanded partnerships with multiple LGBT advocacy, chamber, and community-based organizations. Over the past four years, the utilities have contributed more than $1.3 million in sponsorship funding to support development, outreach, and other program activities for LGBTBE firms. In addition, the utilities have attended and participated in multiple conferences, matchmaking sessions, and other events. To further demonstrate our shared commitment to LGBTBE supplier inclusion, the Joint Utilities group and the various LGBT advocacy, chamber, and community-based organizations defined a set of individual and/or collective actions that will be taken to help drive and facilitate ongoing progress.

The Joint Utilities (JU), individually and/or collectively: • Continue to promote and publicize technical assistance and capacity building programs to facilitate LGBTBE supplier awareness and drive attendance • Assess and identify sponsorship opportunities with LGBT advocacy, chamber, and community-based organizations, specifically to support the creation and development of enhanced programs - JU member companies to support at least one LGBT organization in their area • Expand sharing of current and upcoming contracting opportunities with LGBTBE suppliers and advocacy organizations

LGBT Advocacy, Chamber, and Community-based Organizations: • Develop engagement strategy to drive and increase LGBTBEs participation at outreach and other events

• Establish a centralized email address (accessible by each LGBT advocacy, chamber, community-based organization) for JU member companies to share their contracting opportunities and other information

• Collaborate with JU member companies to develop targeted technical assistance and capacity building events, including programs to address LGBTBEs’ interest in working with regulated utilities and increase the number of LGBTBEs available across key purchasing categories - Continue Procurement Series: How to Get Certified (i.e., Supplier Clearinghouse, NGLCC, other options), Contract Readiness, Requesting A Debrief or Feedback, Strategic Sourcing, Pre/Post Award, etc. - Tier 1 Educational Series: To Be Determined Both Joint Utilities and LGBT Organizations: • Assess feasibility to recognize firms certified through agencies beyond the Supplier Clearinghouse and the CAV process; expand pool of LGBTBE suppliers and opportunity for reportable spend. • Partner on developing a strategy to increase Tier 2 subcontracting spend with LGBTBEs, including expanding engagement of Prime/Tier 1 suppliers. SUMMARY The Joint Utilities group believes progress and success is best defined and measured beyond contract spend. We appreciate the support of the CPUC Supplier Diversity staff and our LGBT advocacy, chamber, and community-based organization partners. The .50% LGBTBE spend target recommendation is the next of multiple steps to facilitate ongoing LGBTBE supplier access, inclusion, and utilization. Together we are stronger and able to advance opportunities for LGBTBE and other diverse supplier groups. Our collective success requires an unwavering commitment to inclusion and diversity, aimed at impacting and inspiring diverse communities. We look forward to continuing the partnership and collaborating to deliver high caliber supplier diversity program activities and strategies.

ATTACHMENT B Joint Utilities LGBT Goal Workshop Collective Community Organizations Presentation

July 29, 2020 On the Verge of Making History Once Again....

Public sector spend increases have a direct correlation on supplier growth and engagement: if you build it, WE will come.

○ In 2016, the first year following AB1678 and SuperBowl 50 in San Francisco, California saw a 306% increase in LGBTBE® certifications. ‘If you build it, they will come!’ *(44 LGBTBEs in CA in 2015; 179 LGBTBEs in CA in 2016)

○ Growth spurts occur across the country whenever LGBTBEs are included in the public sector.

Being bold will have lasting national repercussions for LGBT businesses across America; once again CPUC will be setting national precedent. Because of CPUC, nationwide....

Public Agency Inclusion: ● BART ● Caltrans ● Santa Clara VTA LGBTBE Certified Member Inclusion in CPUC

Included in CPUC Clearinghouse

512 = 6% of CPUC diverse vendor total of 8265* = 35% of all certified LGBTBEs nationwide

History of substantial increases: ➢ Program launch, 2015: 68 ➢ SuperBowl 50 in CA, 2016: 110 ➢ NGLCC data sharing MOU, 2019: 512

Note: Intentional inclusion and investment in education/capacity building programs for suppliers will enable more contract-ready LGBTBEs to register with -- and be utilized by -- CPUC National LGBTBE Certified Member Makeup by Code / Supplier Snapshot

Large National Industries by NAICS code*: ● 541613 - Marketing Consulting Services: 26 ● 54161 - Management Consulting Services: 25 ● 541611 - Administrative Management and General Management Consulting Services: 24 ● 5411 - Legal Services: 21 ● 5418 - Advertising, Public Relations, and Related Services: 16 ● 541310 - Architectural Services: 6 ● 54121 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services: 6 ● 541330 - Engineering Services: 5

*Note: NGLCC tracks NAICS/DUNS codes, not SIC. Private sector RFP fulfilment typically utilizes keywords vs. codes. Many suppliers that fit multiple codes are not tagged in both they are sometimes missed in the official count and/or database searches. California’s Largest Certified Member Makeup by Code / Supplier Snapshot Revenue by Utility Sector at CA Chamber/Organizations

Local support by industry ranges from:

Telecom/Cable: $1,500 $10,000

Water: $2,000 $5,000

Gas: $1,500 $10,000

Electric: $2,500 $30,000

Note: The wide range of support from partners is a contributing factor to disparities in programming and education available to help suppliers grow capacity. Several chambers have received NO financial support from local utilities. Membership* by Chamber / Organization

2,300+ members 275+ LGBTBEs

*Note: Definition of “Member” varies by chamber Challenges & Barriers to Supplier / Utility Success

Growing Pains

● New Kids on the Block

● Utility focus on quantity vs. quality of contract-ready LGBTBEs discourages participation

● Goal setting for LGBTBEs should reflect similar path as other diverse communities ○ DVBE goals began January 1, 1997 (D95-12-045)

Note: The earliest GO156 Report to the Legislature on CPUC website (2011) indicates that 14 years following goal-setting, DVBE spend remained below goal but continues to climb Challenges & Barriers to Supplier / Utility Success

Prime Contracts may be seen as too big for growing LGBT suppliers / local members

● Lack of success stories at CPUC, despite similar wins in the private sector, makes it difficult for LGBTBEs to see opportunity

● Capacity to deliver (cannot be developed without) requires history of contracts that demonstrate supplier strength and deliverability Challenges & Barriers to Supplier / Utility Success

Lack of proven pressure from utilities to Primes/Tier 1 on LGBTBE utilization or awareness ● Do the action plans for accomplishment have expectations?

Suppliers may not be tracked correctly by incorrect codes on file ● SIC vs NAICS codes / keywords

Lack of clarity on how dual-certified/intersectional businesses are tracked and/or how utilities are reporting intersectionality ● Enforce Prime/Tier 1 utilization / tracking / reporting of intersectional businesses Challenges & Barriers to Supplier / Utility Success

Challenges with the existing RFP notification and completion process ● SIC Code (CPUC) vs. keyword/code (private sector) based automation process for RFPs to reach relevant suppliers ○ Ie: NYC MOCS portal generates daily reports of RFPs that fit your biz keyword

● ‘Short blurb’ RFPs lack the specificity needed for a proper reply ○ Unrealistic response timelines

● Lack of follow up / feedback on RFPs from Primes ○ Frequent reversion to internal team vs external contract Suggestions & Recommendations for Success

Fix the Knowledge Gap Actively Share Resources & Education ● Develop “I’m in the Clearinghouse: ● Promote certification and its related Now What?” onboarding/orientation education programs as essential to LGBT business success and the CA series specific to LGBTBEs economy ○ Host prequalification and ○ Collaboration between CPUC, utilities / capacity building workshops in ERGs, and local LGBT chambers/orgs collaboration with chambers/orgs ○ Great way to strengthen the connection

between CPUC utilities and the local ○ This strengthens utilities’ public affiliates: leverage cost-free certification engagement/investment value from NGLCC for promotion of local premise; meet and grow potential membership benefits

contract suppliers in real time Suggestions & Recommendations for Success

Explicitly define & advertise what is / is not counted as trackable spend

● CPUC states that dollar amounts reflect all spend, not specific contracts/commodities ○ Must be CPUC/CA based, per GO156? ○ Mechanism for suppliers who question their tracking or who know Primes did specifically seek out LGBTBEs ■ Example: How to ensure a supplier providing goods/services to TELECOM on nationwide 5G project that touches CA is being tracked for CA spend Suggestions & Recommendations for Success

Adhering to / Expanding GO 156 Definitions and Requirements:

● Per General Order 156 6.2.1.6 “break apart purchases and contracts as appropriate to accommodate the capabilities of WMDVLGBTBEs”

● Suggest that CPUC commission update General Order 156 section 8.2 to include language that allows contracts with minority-, women-, or disabled veteran- LGBT-owned firms to be counted towards minority-,women, or disabled veteran owned business enterprise goals or the LGBT business enterprise goal but not both in much the same way contracts with disabled veteran business enterprises can be counted either as disabled veteran business enterprise procurement or the appropriate women or minority business enterprise goal. Suggestions & Recommendations for Success

Leverage Technology to Assist RFP Process ● Using code/keyword, auto-generate daily/weekly email updates for relevant suppliers ● Partner with CA affiliated and partner orgs to reach relevant constituency groups via email, social media, apps, et al

Survey Entire Supply Base for Unmarked LGBTBEs ● Provides evidence-based approach to growing numbers of relevant suppliers in industries already sought by the partners. ● Allows LGBT and other diverse-owned businesses that are not certified, but are a part of the supply chain to be found, certified, and ultimately counted in spend and engagement reporting. LGBTBE Goal Setting

*2019 saw a significant increase in LGBTBE spend (.11% → .17%). First year of reported internal goals. LGBTBE Goal Setting

DVBE Change LGBTBE Change +6.43% -5.84% +61.76% -6.42% +20.0% +.35% +9.85% LGBTBE Goal Setting

*Based on similar goal-setting path as DVBE Joint Utilities LGBT Goal Workshop Collective Community Organizations Presentation

Thank You!

ATTACHMENT C The Joint Utilities

LGBTBE SPEND ANALYSIS, 2016-2019

The Joint Utilities (JU) is a group of industry professionals representing 29 CPUC regulated utilities, gathering periodically to discuss issues and share best practices specific to supplier diversity program activities and advancing opportunities for diverse business enterprises. 1 Background

• Continuation of LGBTBE inclusion discussion hosted by the California Public Utilities Commission (CPUC) in January 2020; PURPOSE Joint Utilities to complete analysis and share information with key partners and stakeholders

• Scope: Review spend and supplier availability data between 2016 and 2019

• Aggregate of spend data provided by 18 of 29 utilities participating in the Joint Utilities group, segmented by utility sector – Water, Communication, and Energy OVERVIEW • Analysis focused on key purchasing categories, spend trends, supplier availability, marketplace competition, etc.

• Additional details and other information can be found in the supplier diversity annual reports of each utility; posted on the CPUC website

FOCUS FOR • Leverage data-driven insights to discuss challenges, opportunities, roles/responsibilities, and next steps to further TODAY advance LGBT supplier inclusion, targeted programs, and appropriate goals/metrics

A Joint Utilities Presentation 2 DRAFT COPY! Highlights

• Partnerships built with eight local, regional and national LGBT advocacy organizations

• More than $1.3 million contributed through membership and sponsorship support*

• Over 500 certified LGBT-owned businesses in the Supplier Clearinghouse database A SHARED COMMITMENT. • Recorded spend with more than 50 unique LGBT-owned firms across multiple purchasing categories

• Since reporting began in 2016, LGBTBE spend has increased 53%

* Represents the funding support of nine utilities.

A Joint Utilities Presentation 3 Objectives

TO REVIEW SPEND ACTIVITY FOR TO ASSESS THE MARKETPLACE TO EVALUATE NEXT STEPS AND THE EACH UTILITY SECTOR, FOCUSING ON AVAILABILITY OF LGBT FIRMS ACROSS REASONABLENESS OF A LGBTBE KEY PURCHASING CATEGORIES. PURCHASING CATEGORIES. SPEND TARGET.

A Joint Utilities Presentation 4 Total Procurement Spend $18,000,000,000 $17.2B by Utility Sector $15.2B $15,000,000,000 $14.0B $13.5B

$13.5B $13.2B $12,000,000,000 $11.5B $11.6B

TOP TEN SIC CODES (based on 4-year spend total) $9,000,000,000 • 73. Business Services

• 36. Electronic & Other Electric Equipment $6,000,000,000

• 87. Engineering & Management Services

• 16. Heavy Construction Other than Building $3,000,000,000 $700M $731M • 50. Wholesale Trade – Durable Goods $624M $627M $0 • 17. Special Trade Contractors 2016 2017 2018 2019 • 15. General Business Contractors WATER COMMUNICATION ENERGY • 35. Industrial Machinery and Equipment HIGHLIGHTS • Water Sector: Primary spend drivers – SIC codes 16 and 17. • 07. Agricultural Services • Communication Sector: Primary spend drivers – SIC codes 36, 73, and 50. Spike in 2017 associated with codes 48, 76, and a portion defined as unclassified. • 76. Miscellaneous Repair Services • Energy Sector: Primary spend drivers – SIC codes 73, 87, 16, and 15. Upticks in 2018 and 2019 driven by increases in the Business Services and Agricultural Services categories. • NOTE: The recording and reporting practices may differ among the utilities. A Joint Utilities Presentation 5 $30,000,000 $29M Total LGBTBE Spend by $27M Utility Sector $26M $25,000,000 $23M

$20,000,000 $18M

TOP TEN SIC CODES (based on 4-year spend total) $15,000,000 • 73. Business Services

• 84. Museums, Botanical, Zoological Gardens $10,000,000 $9M $9M

• 87. Engineering & Management Services $6M $6M $5,000,000 $4M • 16. Heavy Construction Other than Building $3M $3M

• 36. Electronic & Other Electrical Equipment $0 • 46. Pipelines, Except Natural Gas 2016 2017 2018 2019

• 50. Wholesale Trade – Durable Goods WATER COMMUNICATION ENERGY • 48. Communications HIGHLIGHTS • Five of top ten SIC codes for LGBTBE spend represent key purchasing categories for the utilities. • 51. Wholesale Trade – Non-Durable Goods • Water Sector: Primary spend drivers – codes 16 and 73. Significant decrease in 2019 with the Business Services category. • 81. Legal Services • Communication Sector: Primary spend driver is Business Services. • Energy Sector: Primary spend drivers – codes 84, 73, and 87. Significant increase in 2019 with both the Business Services and Engineering & Management categories. A Joint Utilities Presentation 6 LGBTBE LGBTBE MBE WBE WMBE DVBE TOP TEN SIC CATEGORIES (based on JU spend) (509) Ratio (%) (2529) (2444) (1167) (1805) Supplier 73. Business Services 97 19% 477 402 244 N/A

36. Electronic & Other Electric Equipment 4 .79% 65 38 15 N/A Availability

87. Engineering & Management Services 161 32% 497 534 268 N/A • 8,310 unique firms certified with SCH, including disabled-veteran firms 16. Heavy Construction Other than Building 4 .79% 105 98 30 N/A • 166 LGBT firms certified via SCH 50. Wholesale Trade – Durable Goods 9 1.8% 97 107 39 N/A process; 343 firms added via NGLCC “data transfer” MOU 17. Special Trade Contractors 9 1.8% 321 224 72 N/A • Significant market competition among diverse business enterprises 15. General Business Contractors 7 1.4% 105 58 32 N/A • Opportunities to increase the market 35. Industrial Machinery and Equipment 4 .79% 38 37 16 N/A availability of LGBT firms across key SIC categories 07. Agricultural Services 7 1.4% 41 39 16 N/A • Utilities only report spend with firms certified through SCH and DGS (for 76. Miscellaneous Repair Services 1 .20% 14 12 2 N/A DVBE)

Data Source: The Supplier Clearinghouse (SCH), as of July 22, 2020 • Counts reflect number of diverse suppliers listing the associated SIC code as their primary good or service capability. • A supplier profile may include multiple SIC codes, however, only a single code can be listed as primary for the firm. • DVBE suppliers are certified via the CA Department of General Services (DGS), SIC codes and/or category associations are unavailable. • MBE, WBE, and WMBE counts may include firms that are separately certified as DBVE and LGBTBE.

A Joint Utilities Presentation 7 Considerations & Opportunities

CONSIDERATIONS • Per General Order 156, only certified LGBTBE firms in the Supplier Clearinghouse database can be included in the utilities spend performance calculation

• Progress and/or success should be defined through a variety of metrics; LGBTBE spend and other program activities are currently tracked and reported annually

• Wide consensus among key stakeholders – shared commitment and shared actions are critical to advance and sustain LGBTBE supplier inclusion

OPPORTUNITIES • Grow LGBTBE marketplace and drive certification with the Supplier Clearinghouse

• Support development opportunities to grow capabilities and build capacity with LGBTBE firms in key purchasing categories

• Organize and sponsor targeted LGBTBE outreach and engagement activities, such as “Meet the Primes” matchmaking events

A Joint Utilities Presentation 8

ATTACHMENT D LGBTBE 10.28.20 Comment Meeting Notes Chat Attendance

The following provides the opening comments from the LGBT CBO and Joint Utilities during meeting:

• Ed Simon (on behalf of JU) – open with agenda review / process / collaborative meetings – See email sent to all participants 10.28.20 • Marquita LAGLCC: need path from .50% to 1.5% - recommend .25% increase every two years • Paul Pendergast BuildOut CA: BuildOut CA steadfast in its support of the 1.5% goal. Working group meetings have been successful -need mentorship and access to bids/RFP’s. • Tarrance Frierson (on behalf of the JU): provided high level of 28 utilities participation in information and data gathering - .50% was data driven – stretch but attainable goal based on 4- year average which was .135% - recommended goal/target .50%

PUBLIC COMMENTS:

1. David Powel Desert Business Association - .50% is a great start. Consider moving from .50% to 1.5% - support .25% change every two years to the 1.5%. If did this, goal would be 1.5% by 2029 2. Tracy Stanhoff, CA American Indian Chamber of Commerce – hope you reach a realistic goal for this group. Support goal for LGBTBE’s. Buy California 3. Laurie Dowling – NUDC – excited to listen to all the information. NUDC strongly supports a goal for the LGBTBE’s. Hope to see goal advancement faster. We all need to roll up our sleeves. Will continue to support Rick and everyone at BuildOut California.

The following provides the Chat captured from LGBTE October 28 CPUC LGBTBE PUBLIC COMMENT MEETING

[8:50 AM] Edward A Simon joined the meeting.

[8:53 AM] Jaymee Lomax joined the meeting.

[8:53 AM] paul pendergast joined the meeting.

[8:53 AM] Kwan, Lili joined the meeting.

[8:54 AM] Jeanette Diaz (Guest) joined the meeting.

[8:55 AM] Patricia Crenshaw joined the meeting.

[8:55 AM] David Powell - Desert Business (Guest) joined the meeting.

[8:56 AM] Sandra McCafferty joined the meeting.

[8:56 AM] [email protected] joined the meeting.

[8:57 AM] Espinoza, Jose joined the meeting.

[8:57 AM] LaPorte, Glenn (PacifiCorp) joined the meeting.

[8:58 AM] Celine Kilic (Guest) joined the meeting.

[8:58 AM] Tarrance Frierson joined the meeting.

[8:58 AM] Tim McLaughlin (Guest) joined the meeting.

[8:58 AM] Serrudo, Alejandro joined the meeting.

[8:58 AM] Jonathan Lovitz joined the meeting. [8:59 AM] Roben, Lisa joined the meeting.

[8:59 AM] Bobby Robertson (Guest) joined the meeting.

[8:59 AM] Andrew Yoshimura joined the meeting.

[8:59 AM] [email protected] joined the meeting.

[9:00 AM] Danny (Guest) joined the meeting.

[9:00 AM] Justin Nelson joined the meeting.

[9:00 AM] Dilgassa, Bezawit joined the meeting.

[9:01 AM] Darretta Whitfield - Charter Communications (Guest) joined the meeting.

[9:01 AM] Kerr, Joan joined the meeting.

[9:01 AM] Marquita Thomas - LAGLCC (Guest) joined the meeting. [9:01 AM] Melton, Drisha joined the meeting.

[9:01 AM] Northrup, Esther (CCI-Atlanta) joined the meeting.

[9:02 AM] Green, Stephanie joined the meeting.

[9:02 AM] Torry (Guest) joined the meeting.

[9:02 AM] Tim McLaughlin (Guest) left the conversation.

[9:02 AM] Harwood, Stacie joined the meeting.

[9:02 AM] Torry (Guest) left the conversation.

[9:03 AM] Dennis Huang (Guest) joined the meeting.

[9:03 AM] Holley Joy (Guest) joined the meeting.

[9:03 AM] Tim McLaughlin (Guest) joined the meeting. [9:03 AM] Sandra McCafferty (Guest)

This is Sandra McCafferty from CalCCA

[9:03 AM] David Powell - Desert Business (Guest) David Powell - Desert Business Association

[9:03 AM] Torres, Alan joined the meeting.

[9:03 AM] Diep, Linda joined the meeting.

[9:03 AM] Bobby Robertson (Guest) Bobby Robertson from Client Confidant

[9:03 AM] Torry (Guest) joined the meeting.

[9:03 AM] Justin Nelson (Guest)

Justin Nelson, National LGBT Chamber of Commerce

[9:03 AM] Jeanette Diaz (Guest) Jeanette Diaz - San Gabriel Valley Water Company

[9:03 AM] Joyce Christanio (Guest) joined the meeting.

[9:03 AM] Siewyee Lee joined the meeting. [9:04 AM] Rebecca Aguilera-Gardiner (Guest) joined the meeting.

[9:04 AM] [email protected]

Sydney Furbush - San Diego Gas & Electric

[9:04 AM] Gardner, Lenneal joined the meeting.

[9:04 AM] Jonathan Lovitz (Guest) Jonathan Lovitz (he/him), National LGBT Chamber of Commerce

[9:04 AM] Stuart Timson (Guest) joined the meeting.

[9:04 AM] JOHN SCIFERS joined the meeting.

[9:05 AM] Torry (Guest) left the conversation.

[9:05 AM] Rebecca Aguilera-Gardiner (Guest) Good morning from Rebecca at the VIB Network

[9:05 AM] Lauren James joined the meeting.

[9:06 AM] Torry (Guest) joined the meeting. [9:06 AM] Northrup, Esther (CCI-Atlanta) (Guest)

Esther Northrup w/Cox Communications

[9:06 AM] Roben, Lisa (Guest)

Good morning - Lisa Roben, Supplier Diversity Program Manager, Comcast

[9:06 AM] Jaymee Lomax (Guest)

Good morning from Jaymee, WBEC-West

[9:06 AM] Andrew Yoshimura (Guest) Good morning. San Diego Equality Business Association (SDEBA)

[9:07 AM] Kwan, Lili (Guest)

Lili Kwan with PG&E...hello all

[9:07 AM] Siewyee Lee (Guest)

Good morning ! This is SiewYee Lee with California Capital FDC.

[9:07 AM] Gleaves, Jerilyn joined the meeting.

[9:08 AM] Holley Joy (Guest) Good morning all. [9:10 AM] Ron Garnett (Guest) joined the meeting.

[9:10 AM] Gilbert, Dawn joined the meeting.

[9:11 AM] Alma Hernandez (Guest) joined the meeting.

[9:11 AM] Tracy Stanhoff (Guest) joined the meeting.

[9:13 AM] Joycelyn Yue joined the meeting.

[9:15 AM] David Powell - Desert Business (Guest) As we are past the agenda review, can we stop screen sharing and return to the speakers? I am on web so only seeing one thing at a time.. Thanks. [9:15 AM] Mayberry, Bruce joined the meeting.

[9:16 AM] Tracy Stanhoff (Guest) Hello - this is Tracy Stanhoff with the American Indian Chamber of Commerce

[9:16 AM] Dennis Huang (Guest) Dennis Huang, Asian Business Association

[9:16 AM] Alma Hernandez (Guest) Alma Hernandez, president of the Solano Hispanic Chamber of Commerce

[9:17 AM] Rebecca Aguilera-Gardiner (Guest) Rebecca Aguilera-Gardiner, Executive Director of with the VIB Network

[9:17 AM] Ron Garnett (Guest) Ron Garnett, Council for Supplier Diversity [9:18 AM] Edward A Simon

Edward Simon, California American Water

[9:19 AM] Holley Joy (Guest) Holley Joy, Golden State Water Company

[9:20 AM] Gardner, Lenneal (Guest) Lenneal Gardner, Trans Bay Cable

[9:22 AM] Celine Kilic (Guest) Celine Kilic-San Gabriel Valley Water Company

[9:23 AM] Marlene Nantell joined the meeting.

[9:27 AM] [email protected] joined the meeting.

[9:29 AM] Gleaves, Jerilyn left the conversation.

[9:29 AM] Chow, Joe joined the meeting.

[9:30 AM] Gardner, Lenneal left the conversation.

[9:36 AM] CASTILLO, LISA S joined the meeting. [9:39 AM] Justin Nelson (Guest) I was bumped out but am back

[9:39 AM] Marquita Thomas - LAGLCC (Guest) Marquita Thomas, Los Angeles LGBTQ Chamber of Commerce

[9:39 AM] Dennis Huang (Guest) Within our minority chambers, we have LGBT members, how would JU count that spent? What can chambers do to help?

[9:41 AM] Jonathan Lovitz (Guest) Dennis, please reach out to us at [email protected] -- we can easily help them identify their closest CA affiliate chamber and get them certified as LGBTBEs as well. -Jonathan, NGLCC

[9:41 AM] Brenda Clark, AT&T (Guest) joined the meeting.

[9:42 AM] Green, Stephanie (Guest)

If firm has both MBE and LGTBE certifications, the utility has option to count the spend in either category, but not both. No double counting.

[9:42 AM] Marquita Thomas - LAGLCC (Guest) Hi, Dennis Huang (Guest)! Let's chat. You and I are overdue for our catch up and I am the local NGLCC affiliate so let's connect on how we can work together [9:44 AM] Marlene Nantell (Guest) Marlene Nantell, Southern CA Minority Supplier Development Council (SCMSDC)

[9:44 AM] Dennis Huang (Guest) Thank you. Jonathan. Is your certification recognized by CPUC or do they also need to be certified by the clearing house?

[9:45 AM] Jonathan Lovitz (Guest) Yes, Dennis. The NGLCC's LGBT Business Enterprise (LGBTBE) cert is the exclusive LGBT-owned business certification utilized across the public and private sector. We are a direct certification partner of the CPUC Clearinghouse. More at nglcc.org/get-certified (Very important note: joining any of our outstanding local affiliates ensures all certification fees are waived.)

[9:46 AM] Green, Stephanie (Guest)

Dennis, Clearinghouse has reciprocity with NGLCC, just as we do with NMSDC and WBENC.

[9:48 AM] Dennis Huang (Guest) Thank you for the clarification Stephanie and Jonathan [9:50 AM] Gilbert, Dawn joined the meeting.

[9:54 AM] Joyce Christanio (Guest) left the conversation.

[9:54 AM] Danny (Guest) left the conversation.

[9:54 AM] Stuart Timson (Guest) left the conversation.

[9:55 AM] [email protected] Thanks everyone!

[9:55 AM] Tim McLaughlin (Guest) left the conversation.

[9:55 AM] Rebecca Aguilera-Gardiner (Guest) left the conversation.

[9:55 AM] Northrup, Esther (CCI-Atlanta) (Guest)

Thank you

[9:55 AM] Roben, Lisa (Guest)

Thanks all and take care!

[9:55 AM] Bobby Robertson (Guest) left the conversation.

[9:55 AM] Melton, Drisha left the conversation.

[9:55 AM] Celine Kilic (Guest) left the conversation.

[9:55 AM] CASTILLO, LISA S left the conversation.

[9:55 AM] Tracy Stanhoff (Guest) left the conversation.

[9:55 AM] Espinoza, Jose left the conversation.

[9:55 AM] David Powell - Desert Business (Guest) left the conversation.

[9:55 AM] Green, Stephanie left the conversation.

[9:55 AM] Marquita Thomas - LAGLCC (Guest) left the conversation. [9:55 AM] Gilbert, Dawn left the conversation.

[9:55 AM] Jeanette Diaz (Guest) left the conversation.

[9:55 AM] Holley Joy (Guest) left the conversation.

[9:55 AM] Jonathan Lovitz has left the meeting.

[9:55 AM] Darretta Whitfield - Charter Communications (Guest) left the conversation.

[9:55 AM] Dilgassa, Bezawit left the conversation.

[9:55 AM] Kerr, Joan left the conversation.

[9:56 AM] Ron Garnett (Guest) left the conversation.

[9:56 AM] Serrudo, Alejandro left the conversation.

[9:56 AM] Alma Hernandez (Guest) left the conversation. [9:56 AM] Brenda Clark, AT&T (Guest) left the conversation.

[10:13 AM] Edward A Simon CAPTURED ALL CHAT and ATTENDANCE UP TO THIS POINT. Thanks all for attending. Ed Simon

Aa of 8:05am 10/28 Participant Status – sent reminder email to all.

Name Attendance Response

Edward A Simon Meeting Organizer None

Michael Gunther Optional Attendee Accepted

Sandra McCafferty Optional Attendee Accepted

Leo Callejas Optional Attendee Accepted

John Scifers Optional Attendee Accepted

Williams, Vaughn Required Attendee Accepted

Chow, Joe Required Attendee None [email protected] Required Attendee Accepted [email protected] Required Attendee Accepted

[email protected] Required Attendee Accepted

[email protected] Required Attendee None

[email protected] Required Attendee Accepted

[email protected] Required Attendee None [email protected] Required Attendee Accepted [email protected] Required Attendee Accepted

[email protected] Required Attendee Accepted

[email protected] Required Attendee Accepted [email protected] Required Attendee Accepted

[email protected] Required Attendee Accepted

[email protected] Required Attendee Accepted [email protected] Required Attendee None

[email protected] Required Attendee None [email protected] Attendee Tentative

Kwan, Lili Required Attendee Accepted [email protected] Required Attendee None [email protected] Required Attendee Accepted [email protected] Required Attendee None

[email protected] Required Attendee None

Furbush, Sydney Required Attendee None

Porter, Michelle K. Required Attendee None [email protected] Required Attendee Accepted [email protected] Required Attendee Accepted [email protected] Required Attendee None

[email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None

[email protected] Required Attendee None [email protected] Required Attendee Accepted [email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None

Joycelyn Yue Required Attendee Accepted

CASTILLO, LISA S Required Attendee Accepted [email protected] Required Attendee Tentative [email protected] Required Attendee Tentative [email protected] Required Attendee None [email protected] Required Attendee None

Diep, Linda Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None

Green, Stephanie Required Attendee Accepted Melton, Drisha Required Attendee Accepted [email protected] Required Attendee Accepted [email protected] Required Attendee Accepted

'[email protected]' Required Attendee None

Marquita Thomas ([email protected]) Required Attendee None

'[email protected]' Required Attendee None

'Joel Hockman - SRCC' Required Attendee None [email protected] Attendee Accepted

Dilgassa, Bezawit Required Attendee Accepted

'[email protected]' Required Attendee Accepted

Gina Grahame Required Attendee None

'[email protected]' Required Attendee None

'[email protected]' Required Attendee Accepted

Fred Palmer - SRCC Required Attendee None

Jonathan Lovitz Required Attendee Accepted

'[email protected]' Required Attendee None

'[email protected]' Required Attendee Accepted

Luiza de Camaret Required Attendee None

Andrew Yoshimura Required Attendee Accepted

Sean Franklin Required Attendee Accepted

Sabrina Kent Required Attendee Accepted

Lauren Schweppe Required Attendee Accepted

Serrudo, Alejandro Required Attendee Accepted

'Gleaves, Jerilyn' Required Attendee None

'Bobby Robertson' Required Attendee Accepted

Tracy Stanhoff Required Attendee Tentative [email protected] Required Attendee None

Edwin Lombard Required Attendee None [email protected] Required Attendee Declined

Siewyee Lee R equired Attendee Accepted [email protected] Required Attendee None [email protected] Required Attendee None

Bob Mulz Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None

Tara Lynn Gray Required Attendee None [email protected] Required Attendee None admin Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee Declined [email protected] Required Attendee Tentative

Laurie Dowling Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee Accepted [email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee Accepted [email protected] Required Attendee Accepted [email protected] Required Attendee None

Rebecca Aguilera-Gardiner Required Attendee None [email protected] Required Attendee Accepted [email protected] Required Attendee Tentative [email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None [email protected] Required Attendee None

[email protected] Required Attendee None

Mayberry, Bruce Required Attendee None [email protected] Required Attendee None

Valerie Ontiveroz Optional Attendee Accepted

ATTACHMENT E FINAL AGENDA: Joint Utilities LGBTQ+ Goal Workshop July 29, 2020 Virtual – 11am to 12:30pm

I. Welcome / Safety Message – Joe Chow, So Cal Gas (7 mins) a. Meeting Objectives / Agenda Overview b. Introduce Two Committees – Chairs / Team Members and Focus II. LGBTBE History / GO156 – Dawn Gilbert (3 mins) III. Joint Utilities Historical LGBTBE Data Results Review – Tarrance Frierson, Lead (Highlights Comments – Water: Ed Simon, Communication: Lisa Roben, and Energy Vaughn Williams) (30 mins) IV. Collective Community Based Organizations (CBO’s) Presentation (30 mins) a. Membership Make-up – list by SIC/NAIS/Supply Chain Category b. Membership Revenue by Utility Sector – Gas, Water, Telecom, Cable, and Electric c. Membership Certification Efforts and Number of Certified Members d. Challenges / Barriers and Suggestions/Recommendations e. Thoughts on LGBTBE Goal (with supporting data) V. Alignment Discussion (Joint Utilities and CBO’s) – Joint Utilities Lead (Joe Chow) and CBO Leads (15 mins) VI. Closing Comments / Next Steps – Joe Chow (JU Lead) and Stephanie Green (CPUC) (5 mins total) a. Discuss next steps including next forum VII. Action Item Review / Wrap-Up – Ed Simon (3 mins) INVITEES: • All CA Joint Utility Leads – Gas, Electric, Telcom, Cable, and Water • CPUC – Stephanie Green, Drisha Melton, and Bezawit Dilgassa • LGBT Community Based Organizations o Golden Gate Business Association – Gina Grahame o Desert Business Association – Director o San Diego Business Equality Association – [email protected] o Los Angeles Gay Lesbian Chamber of Commerce – Marquita Thomas o Long Beach Gay Lesbian Chamber of Commerce - Joel Mendez and Estevan o Rainbow Chamber of Commerce (San Jose, Sacramento) – Fred Palmer and Joel Hockman o National Gay Lesbian Chamber of Commerce (NGLCC) – Greg Shinbur, Jonathan Lovitz, and Justin Nelson o Paul Pendergast

Supplier Diversity – Joint Utilities LGBTBE Meeting – FINAL AGENDA A Joint Utilities Document