Key Documents
This page offers links to OCPA’s key program documents, such as information about origination studies, the Implementation Plan, JPA Agreement and amendments, and other legal agreements.
Notices
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Post-Enrollment Letters
Download (PDF)
Smart Choice Plan (English)
Download (PDF)Basic Choice Plan (English)
Download (PDF)Smart Choice Plan (Arabic)
Download (PDF)Basic Choice Plan (Arabic)
Download (PDF)Smart Choice Plan (Simplified Chinese)
Download (PDF)Basic Choice Plan (Simplified Chinese)
Download (PDF)Smart Choice Plan (Traditional Chinese)
Download (PDF)Basic Choice Plan (Traditional Chinese)
Download (PDF)Smart Choice Plan (Farsi)
Download (PDF)Basic Choice Plan (Farsi)
Download (PDF)Smart Choice Plan (Japanese)
Download (PDF)Basic Choice Plan (Japanese)
Download (PDF)Smart Choice Plan (Korean)
Download (PDF)Basic Choice Plan (Korean)
Download (PDF)Smart Choice Plan (Spanish)
Download (PDF)Basic Choice Plan (Spanish)
Download (PDF)Smart Choice Plan (Tagalog)
Download (PDF)Basic Choice Plan (Tagalog)
Download (PDF)Smart Choice Plan (Vietnamese)
Download (PDF)Basic Choice Plan (Vietnamese)
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Joint Rate Comparison Mailers
Download (PDF)
Joint Rate Comparison – Residential (2026)
Download (PDF)Joint Rate Comparison – Residential CARE (2026)
Download (PDF)Joint Rate Comparison – Commercial (2026)
Download (PDF)Joint Rate Comparison – Residential (2025)
Download (PDF)Joint Rate Comparison – Residential CARE (2025)
Download (PDF)Joint Rate Comparison – Commercial (2025)
Download (PDF)Joint Rate Comparison – Residential (2024)
Download (PDF)Joint Rate Comparison – Residential CARE (2024)
Download (PDF)Joint Rate Comparison – Commercial (2024)
Download (PDF)Joint Rate Comparison – Residential (2023)
Download (PDF)Joint Rate Comparison – Residential CARE (2023)
Download (PDF)Joint Rate Comparison – Commercial (2023)
Download (PDF)Joint Rate Comparison (July 1, 2022)
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Power Content Label Mailers
Download (PDF)
2024 Power Content Label Mailer
Download (PDF)2023 Power Content Label Mailer
Download (PDF)2022 Power Content Label Mailer
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Other Notices
Download (PDF)
Change in Default Product Notice – Buena Park 2025
Download (PDF)Change in Default Product Notice – Buena Park 2025 (Spanish)
Download (PDF)Change in Default Product Notice – Buena Park 2025 (Korean)
Download (PDF)Change in Default Product Notice – Buena Park 2025 (Vietnamese)
Download (PDF)Change in Default Product Notice – Irvine 2025
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Commercial Notices (April 2022)
Download (PDF)
Commercial Post Enrollment Notice
Download (PDF)Commercial Pre-Enrollment Notice #1
Download (PDF)Commercial Pre-Enrollment Notice #2
Download (PDF)Critical Peak Pricing Courtesy Letter
Download (PDF)Green Rate Courtesy Letter
Download (PDF)Net Energy Metering Courtesy Letter
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Residential Notices (Oct 2022)
Download (PDF)
Pre-Enrollment Notice #1 (English)
Download (PDF)Pre-Enrollment Notice #1 (Spanish)
Download (PDF)Pre-Enrollment Notice #1 (Chinese)
Download (PDF)Pre-Enrollment Notice #1 (Tagalog)
Download (PDF)Pre-Enrollment Notice #1 (Korean)
Download (PDF)Pre-Enrollment Notice #1 (Japanese)
Download (PDF)Pre-Enrollment Notice #1 (Vietnamese)
Download (PDF)Pre-Enrollment Notice #1 (Farsi)
Download (PDF)Pre-Enrollment Notice #2 (English)
Download (PDF)Pre-Enrollment Notice #2 (Spanish)
Download (PDF)Pre-Enrollment Notice #2 (Chinese)
Download (PDF)Pre-Enrollment Notice #2 (Tagalog)
Download (PDF)Pre-Enrollment Notice #2 (Korean)
Download (PDF)Pre-Enrollment Notice #2 (Japanese)
Download (PDF)Pre-Enrollment Notice #2 (Vietnamese)
Download (PDF)Pre-Enrollment Notice #2 (Farsi)
Download (PDF)Post-Enrollment Notice (English)
Finance and Budget
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Annual Audited Financial Statements
Download (PDF)
Audited Financial Statements FY2021
Download (PDF)Audited Financial Statements FY2022
Download (PDF)Audited Financial Statements FY2023
Download (PDF)Audited Financial Statements FY2024
Download (PDF)Audited Financial Statements FY2025
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Treasurer Reports
Download (PDF)
Quarterly Treasurer Report as of 9-30-2021
Download (PDF)Quarterly Treasurer Report as of 12-31-2021
Download (PDF)Quarterly Treasurer Report as of 3-31-2022
Download (PDF)Monthly Treasurer Report as of 4-30-2022
Download (PDF)Monthly Treasurer Report as of 5-31-2022
Download (PDF)Monthly Treasurer Report as of 6-30-2022
Download (PDF)Monthly Treasurer Report as of 7-31-2022
Download (PDF)Monthly Treasurer Report as of 8-31-2022
Download (PDF)Quarterly Treasurer Report as of 11-30-2022
Download (PDF)Monthly Treasurer Report as of 12-31-2022
Download (PDF)Quarterly Treasurer Report as of 3-31-2023 and Q1 2023 Check Register
Download (PDF)Quarterly Treasurer Report as of 6-30-2023 and Q2 2023 Check Register
Download (PDF)Quarterly Treasurer Report as of 9-30-2023 and Q3 2023 Check Register
Download (PDF)Quarterly Treasurer Report as of 12-31-2023 and Q4 2023 Check Register
Download (PDF)Quarterly Treasurer Report as of 3-31-2024 and Q1 2024 Check Register
Download (PDF)Quarterly Treasurer Report as of 6-30-2024 and Q2 2024 Check Register
Download (PDF)Quarterly Treasurer Report as of 9-30-2024 and Q3 2024 Check Register
Download (PDF)Quarterly Treasurer Report as of 12-31-2024 and Q4 2024 Check Register
Download (PDF)Quarterly Treasurer Report as of 3-31-2025 and Q1 2025 Check Register (Updated)
Download (PDF)Quarterly Treasurer Report as of 6-30-2025 and Q2 2025 Check Register
Download (PDF)Quarterly Treasurer Report as of 9-30-2025 and Q3 2025 Check Register
Download (PDF)Quarterly Treasurer Report as of 12-31-2025 and Q4 2025 Check Register
Download (PDF)Quarterly Treasurer Report as of 3-31-2026 and Q1 2026 Check Register
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Approved Budgets
Download (PDF)
Fiscal Year 2020-21 Approved Budget
Download (PDF)Fiscal Year 2021-22 Approved Budget
Download (PDF)Fiscal Year 2021-22 Approved Mid-Year Budget Amendment
Download (PDF)Fiscal Year 2022-23 Approved Budget
Download (PDF)Fiscal Year 2022-23 Approved Mid-Year Budget Amendment
Download (PDF)Fiscal Year 2023-24 Approved Budget
Download (PDF)Fiscal Year 2023-24 Approved Mid-Year Budget Amendment
Download (PDF)Fiscal Year 2024-25 Approved Budget
Download (PDF)Fiscal Year 2024-25 Approved Mid-Year Budget Amendment
Download (PDF)Fiscal Year 2025-26 Approved Budget
Download (PDF)Fiscal Year 2025-26 Approved Mid-Year Budget Amendment
Download (PDF)Fiscal Year 2026-27 Approved Budget
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Schedule of Outstanding Debt
Download (PDF)
Schedule of Outstanding Debt As of March 31, 2026
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Insurance Policy Summary
Download (PDF)
Insurance Policy Summary
Policies
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Policies
Download (PDF)
Policy 01 – Procurement Policy
Download (PDF)Policy 02 – Delegated Contract Authority Policy
Download (PDF)Policy 03 – Customer Information Confidentiality Policy
Download (PDF)Policy 04 – Prohibiting the Dissemination of Untrue or Misleading Information Policy
Download (PDF)Policy 05 – Board of Directors and Community Advisory Committee Members’ Compensation and Expense Reimbursement Policy
Download (PDF)Policy 06 – Reserved
Download (PDF)Policy 07 – Records Management and Retention
Download (PDF)Policy 07 – Records Retention Schedule for OCPA (Attachment A)
Download (PDF)Policy 08 – Computer Use and Email Management Policy
Download (PDF)Policy 09 – New Customer Communities Policy
Download (PDF)Policy 10 – Volunteer Policy
Download (PDF)Policy 11 – Energy Risk Management Policy
Download (PDF)Policy 12 – Board Agenda Policy Repealed (Replaced by Bylaws)
Download (PDF)Policy 13 – Net Energy Metering Policy
Download (PDF)Policy 14 – Social Media Policy
Download (PDF)Policy 15 – Accounting Policy
Download (PDF)Policy 16 – Capitalization Policy
Download (PDF)Policy 17 – Budget Policy
Download (PDF)Policy 18 – Investment Policy
Download (PDF)Policy 19 – Reserve Policy
Download (PDF)Policy 20 – Bad Debts and Delinquent Accounts Policy
Download (PDF)Policy 21 – Rate Development Policy
Download (PDF)Policy 22 – Member Information Sharing Policy
Download (PDF)Policy 23 – Changes to Default Rate Product
Download (PDF)Policy 24 – Rate Stabilization Fund Policy
Download (PDF)Policy 25 – Government Claims Act Policy
Download (PDF)Policy 25 – Government Claims Form (Attachment)
Download (PDF)Policy 26 – Ticket & Pass Distribution Policy
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Ticket and Pass Distribution Policy & Form 802
Download (PDF)
Policy 26 – Ticket & Pass Distribution Policy
Download (PDF)Form 802 – February 2, 2025 – Miss Fountain Valley Scholarship
Formation Documents
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Formation Documents
Download (PDF)
Implementation Plan
Download (PDF)Implementation Plan Amendment No. 1
Download (PDF)Implementation Plan Amendment No. 2
Download (PDF)Implementation Plan Updated Amendment No. 2
Download (PDF)Joint Powers Agreement
Download (PDF)First Amended Joint Powers Agreement
Download (PDF)Second Amendment Joint Powers Agreement
Download (PDF)Third Amendment Joint Powers Agreement
Download (PDF)Board of Directors Bylaws
Integrated Resource Plans
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2026 Integrated Resource Plan
Download (PDF)
Resolution No. 2026-07 – 2026 Integrated Resource Plan
Download (PDF)2026 Integrated Resource Plan
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2022 Integrated Resource Plan
Download (PDF)
2022 Integrated Resource Plan
Download (PDF)25 MMT Preferred Conforming
Download (PDF)25 MMT Preferred Conforming Updated
Download (PDF)30 MMT Preferred Conforming
Download (PDF)30 MMT Preferred Conforming Updated
Download (PDF)CSP 25MMT
Download (PDF)CSP 25MMT Updated
Download (PDF)CSP 30MMT
Download (PDF)CSP 30MMT Updated
Power Content Labels
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2024 Power Content Label
Download (PDF)
2024 Power Content Label
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2023 Power Content Label
Download (PDF)
2023 Power Content Label
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2022 Power Content Label
Download (PDF)
2022 Power Content Label
Strategic Plans
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OCPA Annual Strategic Plan
Download (PDF)
2026-27 Strategic Plan
Download (PDF)2025-26 Strategic Plan
Download (PDF)2024-25 Strategic Plan
Download (PDF)2023-24 Strategic Plan
Supplier Diversity Reports
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Supplier Diversity Annual Report & Annual Plan
Download (PDF)
2025 Supplier Diversity Report
Download (PDF)2024 Supplier Diversity Report
Download (PDF)2023 Supplier Diversity Report
Download (PDF)2022 Supplier Diversity Report