1 2024 Approval and Delegation Matrix
June 25, 2024
Ron Flynn, Deputy General Manager
Services of the San Francisco Public Utilities Commission 2 2024 Approval and Delegation Matrix
• Supersedes and consolidates two outdat ed
approval and delegation resolutions
• 2009 Delegation Matrix to General Manager
• 2015 Real Estate Guidelines
• Clearly Identifies Relevant Authority
• Commission or Board of Supervisor Resolution
• San Francisco Administrative Code Chapters 6, 21, 21G and 23 • San Francisco Charter
2024 Approval and Delegation Matrix
• Four Levels of Approval Authority
• General Manager
• Commission Consent Calendar
• Commission Regular Calendar
• Board of Supervisors
• Five Areas of Delegation / Retention of Authority
• Contracts
• Grants
• Memoranda of Understanding
• Real Estate Transactions
• Miscellaneous
3 2024 Approval and Delegation Matrix
• Contracts - Activities
• Advertisement
•A w a r d
• Amend / Modify
• Closeout
• Contracts - Types
• Construction
• Professional Service - Construction
• Professional Service – Non-Construction
• Power Purchase
• Power Sales
4 2024 Approval and Delegation Matrix
• Grants – Activities & Types
• Approve Program (Grantor)
• Award Grants (Grantor)
• Amend Grants (Grantor)
• Accept Grants (Grantee)
• Memorandum of Understanding
• With other City and County of San Francisco Departments • With other Government Entities
• Approve
• Amend
5 2024 Approval and Delegation Matrix
• Real Estate
• Use by SFPUC of Third Party Property
• Use by Third Party of SFPUC Property
• Use of SFPUC / City and County Property
• Jurisdictional Transfers of Property With City Government • Acquisition and Conveyance of Real Property Interest
• SFPUC Property – Voting on Ballots
6 2024 Approval and Delegation Matrix
• Miscellaneous
• Emergency Declarations
• Supplemental Appropriations
• Sole Source Designations
• Agency Vote on Ballot Measure Affecting SFPUC Operations • Quarterly report of all actions taken under the Commission Delegation (except the power transactions under Admin Code §
21.43, which have prescribed reporting requirements)
• Agenda items may be moved to/from the Consent Calendar or Regular Calendar at the discretion of the General Manager in consultation with the Commission President or at the request of a Commissioner
7 DEPARTMENT General Manager
AGENDA NO. 7
MEETING DATE
June 25, 2024
AGENDA ITEM
Public Utilities Commission
City and County of San Francisco
Calendar: Regular Calendar
Project Manager: Deputy General Manager Ronald P. Flynn
Adopt Policy for Certain Delegations to the General Manager and Commission Calendar Instructions to Supersede Earlier Delegations
Summary of Proposed
Commission Action:
Adopt policy (1) delegating authority to the General Manager to award and amend certain types of contracts, grants, leases, and other agreements and (2) establishing instructions for which types of Commission actions on contracts, grants, leases, and other agreements will be heard on the Commission’s c onsent calendar or the r egular calendar, which policy shall supersede and replace in full earlier delegations and instructions.
Background: Under San Francisco Charter Section 8B.121(a), t he San Francisco Public Utilities Commission (SFPUC) has “exclusive charge of the construction, management, supervision, maintenance, extension, expansion, operation, use and control of all water, clean water and energy supplied and utilities of the city as well as the real, personal and financial assets, that are under the Commission’s jurisdiction or assigned to the Commission under Section 4.132.” Under Charter Sections 4.126 and 8B.121, the duly appointed General Ma nager is responsible for the administration and management of the department.
On January 27, 2009, by Resolution No. 09- 0017, this Commission adopted a policy for certain delegations to the General Manager (2009 delegation).
On January 13, 2015, by Resolution No. 15- 0013, t his Commission adopted the Real Estate Guidelines that included various delegations (2015 guidelines).
These policies facilitate the business of the department by identifying various types of transactions and level of authority required for action.
Additionally, t he instructions for calendar designation allow s the Commission to prioritize matters on its public agenda by focusing on items involving critical policy objectives for the SFPUC and other
significant matters for th e department . The instructions allow less Agenda Title: Adopt Policy for Certain Delegations to the General Manager and Commission Calendar Instructions to Supersede Earlier Delegations
Commission Meeting Date: June 25, 2024
significant items to be addressed either as consent calendar items or by the General Manager.
Both the 2009 delegation and the 2015 guidelines are outdated as laws have changed, such as the adoption of Administra tive Code Section
21.43 Power Purchases and Chapter 21G Grants.
Scope of Delegation and
Calendar Instructions:
The proposed delegations and calendar instructions are set forth in the attached (Attachment A) [Proposed] Matrix of Statutory Approval Authorities, Commission Delegations to General Manager, Commission Calendar Instructions, and Board of Supervisors Approval Requirements (Matrix).
This action will supersede all previous delegations that are covered by the matters specified in the Matrix, including but not limited to the delegations under Resolution Nos. 09-0017 and 15-0013.
The main differences between the proposed Matrix and the 2009 delegation and the 2015 guidelines include:
• Reorganization of the Matrix to reflect progressive approvals from General Manager for ease of reference;
• Added citations to statutory authorities for ease of reference; • Emergency Declarations: Consistent with Administrative Code Chapter 6 and Chapter 21, added statutory references for General Manager authority and moved Commission approval for
emergencies over $250,000 (construction) or $100,000 (commodity purchase) from the consent to the regular calendar;
• Removed Commission action for advertisement of design -build contracts and rejection of bids/readvertisement consistent with Administrative Code Chapter 6;
• Added grant programs, grants, and amendment of individual grants under Administrative Code Chapter 21G (adopted 2021);
• Added authorities for memoranda of understanding with other City and County of San Francisco departments and with non- City and County of San Francisco government entities;
• Added Power Purchases and Sales under Administrative Code Section 21.43 (adopted in 2022); and
• Added real estate matters that reflect the practice of the department.
The Matrix includes the same reporting requirements as the 2009 delegation (see Attachment A, Note 1).
Funding and Costs: There are no costs associated with this action.
Schedule: If adopted, the policy will be effective immediately.
Agenda Title: Adopt Policy for Certain Delegations to the General Manager and Commission Calendar Instructions to Supersede Earlier Delegations
Commission Meeting Date: June 25, 2024
Environmental Review: This action does not constitute a “project” under the California Environmental Quality Act (CEQA) Guidelines section 15378(b)(5) because the proposed policy is an o rganizational or administrative activity of the government and will not result in direct or indirect physical changes in the environment. Individual applications for contracts, grants, leas es, and other agreements would be subject to environmental review under the CEQA, if required, prior to issuance of any agreement or lease in compliance with the proposed policy.
Attachment: 1. [Proposed] Matrix of Statutory Approval Authorities, Commission Delegations to General Manager, Commission Calendar
Instructions, and Board of Supervisors Approval Requirements
PUBLIC UTILITIES COMMISSION
City and County of San Francisco
RESOLUTION NO.
WHEREAS, Under San Francisco Charter Section 8B.121(a), t he San Francisco Public Utilities Commission (SFPUC) has “exclusive charge of the construction, management, supervision, maintenance, extension, expansion, operation, use and control of all water, clean water and energy supplied and utilities of the city as well as the real, personal and financial assets, that are under the Commission’s jurisdiction or assigned to the Commission under Section 4.132.” Under Charter Sections 4.126 and 8B.121, the duly appointed General Manager is responsible for the administration and management of the department; and WHEREAS, Thi s Commission has from time to time adopted policies with respect to Commission review and action on matters within its jurisdiction and delegated authority to the General Manager to award contracts or leases subject to certain terms and limitations; and WHEREAS, On January 27, 2009, by Resolution No. 09-0017, this Commission adopted a policy for Commission review and action and General Manager authority on specified matters.
On January 13, 2015, by Resolution No. 15-0013, this Commission adopted Real Estate Guidelines with protocols for Commission action and General Manager authority for real property matters ; and
WHEREAS, This Commission wishes to update its policies and instructions for its public meeting agendas; and
WHEREAS, This action does not constitute a “project” under the California Environmental Quality Act (CEQA) Guidelines section 15378(b)(5) because the proposed policy is an organizational or administrative activity of the government and will not result in direct or indirect physical changes in the environment; and
WHEREAS, I ndividual applications for contracts, grants, leases, and other agreements would be subject to environmental review under the CEQA, if required, prior to issuance of any agreement or lease in compliance with the proposed policy; now, therefore, be it RESOLVED, That this Commission hereby adopts the criteria set forth in Attachment A to this Resolution, Matrix of Statutory Approval Authorities, Commission Delegations to General Manager, Commission Calendar Instructions, and Board of Supervisors Approval Requirements, (1) delegating authority to the General Manager to award and amend certain types of contracts, grants, leases, and other agreements and (2) establishing rules for which types of Commission actions on contracts, grants, leases, and other agreements will be heard on the Commission’s consent calendar or the regular calendar; and be it
FURTHER RESOLVED, That this Resolution and Attachment A shall be effective immediately and shall supersede and control over any prior delegation or Commission agenda designation policy that is inconsistent with this Resolution and Attachment A, including but not limited to Resolution Nos. 09-0017 (January 27, 2009) and 15-0013 (January 13, 2015); and be it
FURTHER RESOLVED, That this Commission directs the General Manager to provide the Commission with a quarterly report identifying the actions taken by the General Manager pursuant to this delegation of authority.
I hereby certify that the foregoing resolution was adopted by the Public Utilities Commission at its meeting of June 25, 2024.
Acting Commission Secretary, Public Utilities Commission
San Francisco Public Utilities Commission
[Proposed] Matrix of Statutory Approval Authorities, Commission Delegations to General Manager, Commission Calendar Instructions, and Board of Supervisors Approval Requirements
Matrix of Statutory Approal Authorities, Commission Delegations to General Manager, Commission Ca lendar Instruction, and Board of Supervisors Approval Requirements Page 1 of 6 Effective [DATE] (Commission Resolution No. https://sfwps.sharepoint.com/sites/app_aiwf/shared documents/12902/1290218367-2024_delegation_matrix.docx[XXXXXXXXXXXXXXX]) ACTION General Manager Consent Calendar Regular Calendar Board of Supervisors NOTIFICATION or DECLARATION
Notification of Contract Advertisement
Contract Advertisement Report (CAR)
(Competitive Selection Process Restricted
Communications Policy (Commission
Resolution No. 21-0022))
N/A N/A N/A
Emergency Declaration and
Remedial Public Work (Chapter 6)
Emergency declaration notice to Board of
Supervisors, Mayor, Controller, Commission
(Admin Code § 6.60(b))
Emergency work less than or equal to $250,000
(Admin Code § 6.60(d))
N/A Emergency remediation work greater than
$250,000 (Admin Code § 6.60(d))
Emergency remediation work greater than
$250,000 (Admin Code § 6.60(d))
Emergency Declaration and
Commodity Purchase (Chapter 21)
Emergency commodity purchase less than or
equal to $100,000
(Admin Code § 21.15(c))
N/A Emergency commodity purchase greater than
$100,000 (Admin Code § 21.15(c))
Emergency commodity purchase greater
than $100,000 (Admin Code § 21.15(c))
CONTRACT or GRANT
AWARD | APPROVE
Award Construction (Chapter 6) Less than or equal to the Threshold Amount (Admin Code § 6.3)
Greater than the Threshold Amount; and
less than $25M; and less than 10 years
$25M or more; or
longer than 10 years N/A
Award Professional Services (Chapter 6)
(Construction-Related, Design, Engineering,
Construction Management)
Less than or equal to the Threshold Amount
(Admin Code § 6.3); and
duration less than or equal to 10 years
Greater than the Threshold Amount (Admin
Code § 6.3) and
less than $10M; and duration less than or
equal to 10 years
$10M or more; or
longer than 10 years
$10M or more; or
longer than 10 years
(Charter § 9.118(b))
Award Professional Services (Chapter 21)
(Non-Construction Related)
Less than or equal to the Threshold Amount
(Admin Code § 21.02); and
duration less than or equal to 10 years
Greater than the Threshold Amount (Admin
Code § 21.02) and less than $10M; and
duration less than or equal to 10 years
$10M or more; or
longer than 10 years
$10M or more; or
longer than 10 years
(Charter § 9.118(b))
Approve Grant Program (Chapter 21G) N/A N/A
Establishment of a new grant program or
amendment of an existing grant program
rules/guidelines
Grant programs involving grants of $10M or
more; or longer than 10 years
(Charter § 9.118(b))
Award Grant (Chapter 21G)
Each grant less than or equal to the Minimum
Competitive Amount and less than or equal to
10 years; except sole source grants (Admin
Code § 21G.8) unless otherwise authorized by
Each grant greater than the Minimum
Competitive Amount; and less than $10M;
and less than or equal to 10 years; including
sole source grants (Admin Code § 21G.8)
Each grant $10M or more, including sole
source grants (Admin Code § 21G.8)
Each grant $10M or more; or longer than 10
years (Charter § 9.118(b)) unless the
issuance of individual grants is authorized
by ordinance
Matrix of Commission Delegations to General Manager, Commission Calendar Instruction, and Board of Supervisors Approval Requi rements Page 2 of 6 Effective [DATE] (Commission Resolution No. https://sfwps.sharepoint.com/sites/app_aiwf/shared documents/12902/1290218367-2024_delegation_matrix.docx[XXXXXXXXXXXXXXX]) ACTION General Manager Consent Calendar Regular Calendar Board of Supervisors the Board of Supervisors or the Commission
under a particular grant program
Approve MOU
with other Departments of the City and
County of San Francisco
All unless the MOU involves the permanent
transfer of land (see Real Estate section below) N/A N/A N/A Approve MOU
with non-City and County of San Francisco
Government Entity(ies) [including SFUSD, City
College, UCSF, SFHA]
Less than or equal to $10M; and
less than or equal to 10 years; and
does not involve the SFPUC acquiring new
assets or delivering new services that impose
upon SFPUC long-term operational/
maintenance/ construction costs, unless
such new asset or service has already been
approved through a separate Commission
agenda item
N/A
$10M or more; or
longer than 10 years; or involves the SFPUC
acquiring new assets or delivering new
services that impose upon SFPUC long-term
operational/ maintenance/ construction
costs, unless such new asset or service has
already been approved through a separate
Commission agenda item
$10M or more; or
longer than 10 years
(Charter § 9.118(a)(b)(c))
Power Purchases (Chapter 21)
Less than or equal to 25 years; and
annual expenditure for all power purchase
agreements using the delegation under
Admin Code 21.43 is less than or equal to
$200M (unless modified by Board of
Supervisors by Resolution)
(Admin Code § 21.43(c))
N/A
Longer than 25 years; or
cumulative annual expenditures greater than
$200M (Admin Code § 21.43(c))
Longer than 25 years; or
cumulative annual expenditures greater
than $200M (Admin Code § 6.43(c), Charter
§ 9.118(b))
Power Sales (Chapter 21) Cumulative annual revenue less than or equal to $20M (Admin Code § 21.43(d)) N/A Cumulative annual revenue greater than $10M (Admin Code § 21.43(d))
Cumulative annual revenue greater than
$10M (Admin Code § 6.43(d), Charter §
9.118(a))
CONTRACT or GRANT
AMEND | MODIFY | CLOSEOUT
Modify Construction (Chapter 6)
Construction Cost and/or Duration
Contingency
Modifications to contracts awarded by the
General Manager where the cumulative
modifications do not result in a total
modified contract amount greater than the
Threshold Amount; or
cumulative modifications that increase or
decrease the contract amount by less than
or equal to 10% of original contract amount;
or
increase time by less than or equal to 10% of
original contract duration
(Admin Code § 6.22(h))
Each modification where the contract
amount (including all modifications) is
greater than the Threshold Amount and less
than or equal to $25M; or cumulative
modifications increase time by greater than
10% and less than or equal to 50% of original
contract duration
Each modification where the original
contract amount is greater than $25M; or
cumulative modifications increase time by
greater than 50% of original contract
duration
N/A
Closeout Construction (Chapter 6)
All unless closeout involves a modification
requiring Commission approval
(Admin Code § 6.22(k)); if closeout
modification requires Commission approval
N/A N/A N/A
Matrix of Commission Delegations to General Manager, Commission Calendar Instruction, and Board of Supervisors Approval Requi rements Page 3 of 6 Effective [DATE] (Commission Resolution No. https://sfwps.sharepoint.com/sites/app_aiwf/shared documents/12902/1290218367-2024_delegation_matrix.docx[XXXXXXXXXXXXXXX]) ACTION General Manager Consent Calendar Regular Calendar Board of Supervisors then see Modify Construction (Chapter 6)
above (Admin Code § 6.22(h))
Amend Professional Services (Chapter 6)
(Construction-Related, Design, Engineering,
Construction Management)
Original contract awarded by the General
Manager (less than or equal to the Threshold
Amount) (Admin Code §§ 6.3, 6.42(e)); and
modification will not result in a total contract
amount of $10M or more or in a total
contract duration of longer than 10 years
Original contract awarded by the
Commission (greater than the Threshold
Amount) (Admin Code §§ 6.3, 6.42(e)) and
did not require approval by the Board of
Supervisors (Charter § 9.118(b)); and
amendment has a cumulative impact less
than or equal to $500,000; and total
amended contract amount is less than
$10M; and total amended contract duration
is less than or equal to 10 years
Original contract awarded by the
Commission (greater than the Threshold
Amount) (Admin Code §§ 6.3, 6.42(e))
subject to approval by the Board of
Supervisors (Charter § 9.118(b)); and
amendment with a cumulative impact
greater than $500,000; or total amended
contract amount is $10M or more; or total
amended contract duration is longer than 10
years
Original contract approved by the Board of
Supervisors has an amendment with a
cumulative impact greater than $500,000;
or amended contract amount is $10M or
more; or amended duration is longer than
10 years (Charter § 9.118(b))
Amend Professional Services (Chapter 21)
(Non-Construction Related)
Original contract awarded by the General
Manager (less than or equal to the Threshold
Amount); and modification will not result in
a total contract amount of $10M or more or
in a total contract duration of longer than 10
years
Original contract awarded by the
Commission (greater than the Threshold
Amount) and did not require approval by the
Board of Supervisors (Charter § 9.118(b));
and amendment has a cumulative impact
less than or equal to $500,000; and total
amended contract amount is less than
$10M; and total amended contract duration
is less than or equal to 10 years
Original contract awarded by the
Commission (greater than the Threshold
Amount) and required approval by the Board
of Supervisors (Charter § 9.118(b)); and
amendment with a cumulative impact
greater than $500,000; or total amended
contract amount is $10M or more; or total
amended contract duration is longer than 10
years
Original contract approved by the Board of
Supervisors has an amendment with a
cumulative impact greater than $500,000;
or amended contract amount is $10M or
more; or amended duration is longer than
10 years (Charter § 9.118(b))
Amend Power Purchase (Chapter 21)
Cumulative increase in time results in a
contract duration of less than or equal to 25
years, so long as the annual expenditure for
all power purchase contracts including all
amendments using the delegation in Admin
Code 21.43 is less than or equal to $200M
(unless modified by Board of Supervisors by
Resolution) (Admin Code § 21.43(c))
N/A
Cumulative amendments that increase the
contract duration to greater than 25 years;
or
annual expenditure for all power purchase
contracts greater than $200M (unless
modified by Board of Supervisors by
Resolution) (Admin Code § 21.43(c))
Cumulative amendments that increase the
contract duration to greater than 25 years;
or
annual expenditure for all power purchase
contracts greater than $200M (to be
approved by the Board of Supervisors by
Resolution) (Admin Code § 21.43(c))
Amend Power Sale (Chapter 21)
Cumulative increase in revenue under all
power sale contracts results in total annual
revenue of less than or equal to $10M
(unless such amount is previously modified
by Board of Supervisors resolution) (Admin
Code § 21.43(d))
N/A
Cumulative increase in revenue under all
power sale contracts results in total annual
revenue of greater than $10M (Admin Code
§ 21.43(d))
Cumulative increase in revenue under all
power sale contracts results in total annual
revenue of greater than $10M (to be
approved by the Board of Supervisors by
Resolution) (Admin Code § 21.43(d))
Amend Grants (Chapter 21G)
Any amendment that would increase a grant
value or grant duration of less than or equal
to 25% (each grant); and increase in value or
duration does not require Board of
Supervisors approval under Charter §
9.118(b)
Any amendment that would increase a grant
value or grant duration of greater than 25%;
and increase in value or duration does not
require Board of Supervisors approval under
Charter § 9.118(b)
Any amendment that would increase a grant
value or grant duration such that the grant
would require Board of Supervisors approval
under Charter § 9.118(b)
Amendment results in a grant amount of
$10M or more or a grant duration longer
than 10 years; or the grant amendment has
an impact of greater than $500,000
(Charter § 9.118(b))
Matrix of Commission Delegations to General Manager, Commission Calendar Instruction, and Board of Supervisors Approval Requi rements Page 4 of 6 Effective [DATE] (Commission Resolution No. https://sfwps.sharepoint.com/sites/app_aiwf/shared documents/12902/1290218367-2024_delegation_matrix.docx[XXXXXXXXXXXXXXX]) ACTION General Manager Consent Calendar Regular Calendar Board of Supervisors Amend MOU
with other City Departments
All unless the MOU involves the permanent
transfer of land (see Real Estate section
below)
N/A N/A N/A
Amend MOU
with other (non-City and County of San
Francisco) Government Entity(ies)
Cumulative increases for a contract amount
less than or equal to $10M; and
less than or equal to 10 years; and
does not involve SFPUC acquiring new assets
or delivering new services that impose upon
SFPUC long-term operational/ maintenance/
construction costs, unless such new asset or
service has already been approved through a
separate Commission agenda item
N/A $10M or more; or
longer than 10 years
$10M or more; or
longer than 10 years
(Charter § 9.118(a)(b)(c))
CONTRACT or GRANT
OTHER ACTIONS
Accept & Expend Grant Funds N/A Less or equal to $1M Greater than $1M All Supplemental Appropriation N/A N/A All All
Sole Source Designation of Materials &
Equipment
(Construction Contracts)
The General Manager is the awarding authority
(i.e., contract award amount is less than or
equal to the Threshold Amount (Admin Code §
6.73(e)(1), CA Public Contract Code § 3400))
The Commission is the awarding authority
(i.e., contract award amount is greater than
the Threshold Amount (Admin Code §
6.73(e)(1), CA Public Contract Code § 3400))
N/A N/A
REAL ESTATE MATTERS
Third-party use of SFPUC property at fair
market value (lease, license, easement)
Revocable or terminable on a defined notice
period in the SFPUC’s sole discretion; or
term less than or equal to 9 years (including
options to renew); and
anticipated revenue is less than $1M
Term greater than 9 years and less than 10
years (including options to renew); and
anticipated revenue is less than $1M
Term of 10 years or longer (including options
to renew); or
anticipated revenue of $1M or more
Term of 10 years or longer (including
options to renew); or
anticipated revenue of $1M or more
(Charter § 9.118(c);
BOS Resolution No. 171-05)
Third-party use of SFPUC property at below
fair market value [except SECC Community
Hub Workstations (see below)]
N/A
Distribution- or service-level utility uses such
as pipeline and conduit crossings, utility
poles, or surface access points; or
street improvements; or
scope of use is less than or equal to 100
square feet
(Admin Code § 23.33)
Any scope of use greater than 100 square
feet (Admin Code § 23.33)
Term of 10 years or longer (including
options to renew); or
anticipated revenue of $1M or more
(Charter § 9.118(c);
BOS Resolution No. 171-05)
Third-party use of SECC Community Hub
Workstations (consistent with purposes as
provided under Admin Code Chapter 54)
Term of less than or equal to 60 months
(including options to renew) based on a
discounted rate approved by the
Commission on an annual fee schedule with
third parties selected by competitive bidding
N/A N/A N/A
Matrix of Commission Delegations to General Manager, Commission Calendar Instruction, and Board of Supervisors Approval Requi rements Page 5 of 6 Effective [DATE] (Commission Resolution No. https://sfwps.sharepoint.com/sites/app_aiwf/shared documents/12902/1290218367-2024_delegation_matrix.docx[XXXXXXXXXXXXXXX]) ACTION General Manager Consent Calendar Regular Calendar Board of Supervisors (Admin Code § 23.33)
SFPUC use of third-party property (lease,
license, easement)
Revocable or terminable in the property
owner’s discretion; or term of less than or
equal to 9 years (including options to
renew); and
anticipated expenditures less than $10M
Term greater than 9 years and less than 10
years (including options to renew); and
anticipated expenditures less than $10M
Term of 10 years or longer (including options
to renew); and
anticipated expenditures of $10M or more
Term of 10 years or longer (including
options to renew); or
anticipated expenditures of $10M or more
(Charter § 9.118(c);
BOS Resolution No. 171-05)
Cottage leases to SFPUC employees, U.S. Park
Service employees, or U.S. Forest Service
employees
All Month-to-Month
at Commission-approved rates N/A N/A N/A
Use of City and County of San Francisco
property without a jurisdictional transfer
to/from the SFPUC and to/from another City
department
All N/A N/A N/A
Jurisdictional transfer of City and County of
San Francisco property to/from the SFPUC and
to/from another City department
N/A N/A All
(Admin Code § 23.16 or § 23.18)
All
(Admin Code § 23.16 or § 23.18)
Acquisition by the SFPUC of a fee interest in
real property N/A N/A All Expenditure of $10M or more
(Charter § 9.118(c))
Conveyance of a permanent real property
interest (e.g., easement or fee interest,
easement vacation) from the SFPUC to a third
party
N/A N/A All All
(Charter § 9.118(c))
Modification, amendment, or termination of
real property agreement
Original agreement within General Manager
authority; and anticipated SFPUC
expenditure less than or equal to $1M
Original agreement approved by
Commission; and amendment or termination
to result in a term of greater than 9 years
and less than 10 years; and anticipated
revenues less than $1M; or anticipated
SFPUC expenditures less than $10M
Amendment or termination to result in a
term of 10 years or longer (including options
to renew); or amendment or termination to
result in revenues of $1M or more; or
anticipated SFPUC expenditures of $10M or
more
Amendment or termination to result in a
term of 10 years or longer (including
options to renew); or amendment or
termination to result in revenues of $1M or
more (Charter § 9.118(c)
BOS Resolution No. 171-05)
Agency vote on ballot measure affecting
SFPUC operations All N/A N/A N/A
Matrix of Commission Delegations to General Manager, Commission Calendar Instruction, and Board of Supervisors Approval Requi rements Page 6 of 6 Effective [DATE] (Commission Resolution No. https://sfwps.sharepoint.com/sites/app_aiwf/shared documents/12902/1290218367-2024_delegation_matrix.docx[XXXXXXXXXXXXXXX])
NOTES:
1. The General Manager shall issue a quarterly report of all actions taken under the Commission delegation set forth in this matrix except the power transactions under Admin Code § 21.43, which have prescribed reporting requirements.
2. Agenda items may be moved to/from the Consent Calendar or Regular Calendar at the discretion of the General Manager in consultation with the Commission President or at the request of a Commissioner.
3. In furtherance of the Competitive Selection Process Restricted Communications Policy (Resolution No. 21-0022), the SFPUC Contract Administration Bureau shall maintain a Contract Advertisement Report (CAR), issued to all Commissioners through the communications section of the Commission meeting agenda. The CAR list all contract solicitations, rejections, rebids, and cancellations for contracts in excess of the Threshold Amount (Administrative Code sections 6.1 and 21.1).
4. Please consult with the City Attorney’s Office for any question about the interpretation or application of the Administrative Code or Charter.
5. The Threshold Amount and the Minimum Competitive Amount are set by the Controller and posted at Chap 6 and 21 - Thresholds & Minimum Competitive Amount COLA Adjustments Memo - 20191230 v6 final.pdf (sfcontroller.org)
6. For contract or grant amendments/modifications [non-real estate transactions], once a threshold has been reached, the method of approval remains the same for all future amendments unless the next approval level is required.
7. Fair market value for real property: Fair market value may be determined by appraisal where appropriate, but otherwise will account for comparable rents, limitations on secondary uses due to the presence of SFPUC facilities (including preventing damage to SFPUC facilities and maintaining access), and constraints posed by existing third-party rights.
8. Real property rights: The General Manager has authority to consent to third party work within the scope of existing rights (e.g., easements held on SFPUC property or work by the fee owner where the SFPUC holds an easement).
9. Competitive process for leases: Much of the SFPUC’s rentable property is only reasonably usable by adjacent property owners or for government or public utility purposes and most agreements to use SFPUC property arise out of third-party requests rather than the SFPUC soliciting bids. Common reasons are (1) a lack of easy access, (2) reserved rights held by adjacent owners, (3) locations in non-commercial areas, and (4) limited compatible uses for operational property. The Commission finds that competitive bidding is unlikely to elicit multiple bids under these conditions and if the proposed agreement is within the authority delegated to the General Manager, competitive bidding is impractical and not required. For concessions or uses of SFPUC property that may be revenue-generating or are otherwise unconstrained by (1)-(4) above, competitive bidding is encouraged.
10. Rent credits (or similar credits under leases, licenses, permits): The General Manager is authorized to issue all rent credits as necessary or appropriate in the administration of any lease, license, or permit agreement.
For example, the General Manager may issue rent credits to a tenant or licensee when the subject property is unavailable due to SFPUC operations or capital projects so long as the rent credit does not involve an extension of the duration beyond nine years on a term-limited agreement.