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Agenda packet, regular meeting

Healdsburg City Council
October 16, 2023

Document
Agenda packet, regular meeting
Meeting
October 16, 2023
Body
Healdsburg City Council
Pages
203
Original file
7.1 MB
Text extracted from the city's file for reading and search. Open the original on healdsburgca.iqm2.com. That file is the official record.

CITY OF HEALDSBURG

CITY COUNCIL/REDEVELOPMENT SUCCESSOR AGENCY

REGULAR MEETING AGENDA
Mayor Ariel Kelley will be participating in the meeting remotely from the Disneyland Hotel, Fantasy Tower, Business Center 1150 W Magic Way, Anaheim, CA 92802
This agenda shall be posted at this location.

City Hall Council Chamber Meeting Date: October 16, 2023 401 Grove Street Time: 6:00 PM
Healdsburg, CA 95448 Date Posted: October 12, 2023
(707) 431-3317
To join by computer, tablet, or mobile device:

Go to https://zoom.us/join and type in the Webinar ID: 815 8894 3494 or follow this link:
healdsburg.gov/zoom (Pre-registration for the meeting is not required.) .

1. CALL TO ORDER/ROLL CALL
A. Pledge of Allegiance
B. Approval of Agenda

2. REPORT ON CLOSED SESSION(S)

3. ANNOUNCEMENTS/PRESENTATIONS
A. Recognition of City Employees with Milestone Anniversaries

4. CITY MANAGER REPORTS

5. PUBLIC COMMENTS ON ITEMS ON THE CONSENT CALENDAR AND NON

AGENDA ITEMS
This time is set aside to receive comments from the public regarding matters of general interest not on the agenda, but related to City Council/RSA business. Pursuant to the Brown Act, however, the City Council cannot consider any issues or take action on any requests during this comment period. Public comment on non-agenda items is limited to thirty (30) minutes total for all speakers, with each speaker given no more than three (3) minutes. If there are more than ten (10) audience/public comment speakers, the Mayor may reduce each speaker’s time from three (3) minutes so that all speakers have an equal time to speak. At the Mayor’s discretion, the public comment period may be extended past 30 minutes. Members from the public wishing to speak on a Consent Agenda item should notify the Mayor during Public Comments.

City Council/RSA Regular Meeting Agenda
October 16, 2023

Page 2 ends

6. CONSENT CALENDAR
The following items listed on the Consent Calendar are considered routine in nature or have been previously reviewed by the Council and require little or no further discussion by the Council, public, or applicant and action will be taken by the City Council by a single motion. A Councilmember may request that an item be removed from the Consent Calendar and action taken separately. Consent by a majority of the Councilmembers present will be required in order to remove the item. In the event an item is removed, the matter will be considered immediately following the adoption of the Consent Calendar.

A. Receive the Monthly Investment Report for August 2023 Receive and approve the Monthly Investment Report for August 2023.

B. Proposed Reorganization and Amendment to Authorized Positions to Public Works Department and the City Manager’s Office and Proposed Side Letter Agreement with IAFF, Local 2604

1. Adopt a Resolution establishing the list of authorized positions and rescinding Resolution No. 163-2022; and

2. Adopt a Resolution approving and authorizing the City Manager to execute a Side Letter between the City and the International Association of Fire Fighters Local 2604 establishing a salary range for the Fire Inspector classification and approving the associated Budget Amendment.

C. Professional Services Agreement with CSW/Stuber-Stroeh Engineering Group, Inc. for Engineering Design Services for the Grove Street Neighborhood Plan Implementation Project
Adopt a Resolution approving Professional Services Agreements with CSW/StuberStroeh Engineering Group, Inc. for engineering design services for the Grove Street Neighborhood Plan Implementation Project in the not-to-exceed amount of $380,747, authorizing the City Manager to execute the Agreements, and amending the adopted Fiscal Year 2023-24 Budget.

D. Lease Agreement for the Healdsburg Regional Library
Adopt a Resolution approving the Lease Agreement between the City of Healdsburg and Sonoma County Library for the Healdsburg Regional Library and authorizing the City Manager to execute the Lease Agreement on behalf of the City.

E. Adjust the timing and funding for the proposed Healdsburg Ave Underground Utility District
Adopt a Resolution amending the Adopted Fiscal Year 2023-24 Budget to increase appropriations for the "Underground Healdsburg Ave" project.

City Council/RSA Regular Meeting Agenda
October 16, 2023

Page 3 ends

F. Approve a Professional Service Agreement to update Healdsburg's water and wastewater usage forecast and provide revised revenue projections Adopt a Resolution approving a Professional Service Agreement with Raftelis Financial Consultants Inc. to update the water and wastewater cost of service studies and rate structures for an amount not to exceed $70,093 and authorizing the City Manager to approved change orders up to 15% of the original fee proposal.

7. PUBLIC HEARINGS
None.

8. OLD BUSINESS
A. Final Climate Mobilization Strategy
Adopt a Resolution adopting the Climate Mobilization Strategy.

9. NEW BUSINESS
None.

10. COUNCIL REPORTS ON MATTERS OF INTEREST OCCURRING SINCE

PREVIOUS REGULAR MEETING/EXPENSE REIMBURSEMENT REPORTS

11. WRITTEN COMMUNICATIONS

12. ADJOURN CITY COUNCIL / RSA MEETING

13. FUTURE AGENDA ITEMS
A. Future Agenda Items for 2023
SB 343 - DOCUMENTS RELATED TO OPEN SESSION AGENDAS: Any writings or documents provided to a majority of the City Council/Redevelopment Successor Agency Board regarding any item on this agenda after the posting of this agenda and not otherwise exempt from disclosure, will be made available for public review in the City Clerk's Office located at City Hall, 401 Grove Street, Healdsburg, during normal business hours. If supplemental materials are made available to the members of the City Council/Redevelopment Successor Agency Board at the meeting, a copy will be available for public review at the City Hall Council Chambers, 401 Grove Street, Healdsburg, CA 95448.

City Council/RSA Regular Meeting Agenda
October 16, 2023

Page 4 ends

These writings will be made available in appropriate alternative formats upon request by a person with a disability, as required by the Americans with Disabilities Act.

DISABLED ACCOMMODATIONS: The City of Healdsburg will make reasonable accommodations for persons having special needs due to disabilities. Please contact Raina Allan, City Clerk, at Healdsburg City Hall, 401 Grove Street, Healdsburg, California, 431-3317, at least 72 hours prior to the meeting, to ensure the necessary accommodations are made.

CIUDAD DE HEALDSBURG

CONSEJO MUNICIPAL/AGENCIA DE DESARROLLO SUCESORA
ORDEN DEL DÍA DE LA REUNIÓN ORDINARIA DEL CONSEJO

MUNICIPAL
El alcalde Ariel Kelley participará en la reunión a distancia Desde el hotel Disneyland, Fantasy Tower, Business Center 1150 W Magic Way, Anaheim, CA 92802
El orden del día se publicará en este lugar.

Cámaras del Consejo Municipal Fecha de reunión: 16 de octubre de 2023 401 Grove Street Hora: 6:00 PM
Healdsburg, CA 95448 Fecha de publicación: 12 de octubre de 2023 (707) 431-3317
Para participar por computadora, tableta o dispositivo móvil:

Vaya a https://zoom.us/join y teclee el número de identificación (ID) del seminario web: 815 8894 3494 o siga este enlace: healdsburg.gov/zoom (No es necesario inscribirse previamente a la reunión).

1. LLAMADA AL ORDEN/PASAR LISTA
A. Juramento a la bandera
B. Aprobación del orden del día

2. INFORME SOBRE LA SESIÓN/LAS SESIONES A PUERTA CERRADA

3. ANUNCIOS/PRESENTACIONES
A. Reconocimiento a los empleados municipales con aniversarios de hitos

4. INFORMES DEL GERENTE DE LA CIUDAD

5. COMENTARIOS PÚBLICOS SOBRE LOS PUNTOS EN EL CALENDARIO ACORDADO Y LOS PUNTOS NO INCLUIDOS EN EL ORDEN DEL DÍA
Este tiempo se reserva para recibir comentarios del público sobre asuntos de interés general no incluidos en el orden del día, pero relacionados con los asuntos del Consejo Municipal/RSA. Sin embargo, conforme la Ley Brown, el Consejo Municipal no puede considerar temas o tomar medidas sobre cualquier solicitud hecha durante este período de comentario. Los comentarios del público sobre los puntos no incluidos en el orden del día están limitados a treinta (30) minutos en total para todos los oradores, concediéndose a cada orador un máximo de tres (3) minutos. Si hay más de diez (10) comentarios públicos, el alcalde puede reducir el tiempo de tres (3) minutos de cada orador para que así todos los oradores tengan el mismo tiempo para hablar. A discreción del alcalde, el periodo de comentarios del público podrá prolongarse más de 30 minutos. Los miembros Orden del día de la Reunión Ordinaria del Consejo Municipal /RSA 16 de octubre de 2023
Página 6
del público que deseen hablar sobre un asunto en el orden del día acordado deben notificárselo al alcalde durante los comentarios públicos.

6. CALENDARIO ACORDADO
Los siguientes puntos enumerados en el orden del día acordado se consideran rutinarios o han sido revisados previamente por el Consejo y requieren poca o ninguna discusión por parte del Consejo, el público o solicitante y el Consejo Municipal tomará medidas en una sola moción. Un miembro del consejo puede solicitar que se excluya un punto del calendario acordado y se pueden tomar medidas por separado. Para excluir un punto, se requiere el consentimiento de una mayoría de los miembros del consejo presentes. En caso de que se excluya un punto, el asunto se considerará de inmediato después de la adopción del orden del día acordado.

A. Recibir el Informe Mensual de Inversiones correspondiente al mes de agosto de 2023 Recibir y aprobar el Informe Mensual de Inversiones correspondiente al mes de agosto de 2023.

B. Reorganización y Enmienda propuesta para posiciones autorizadas al Departamento de Obras Públicas y la Oficina del Gerente de la Ciudad y propuesta de Acuerdo de carta complementaria con IAFF, Local 2604

1. Adoptar una Resolución que establezca una lista de posiciones autorizadas y que rescinda la Resolución Número 163-2022; y

2. Adoptar una Resolución que apruebe y autorice al gerente de la Ciudad a ejecutar una carta complementaria entre la Ciudad y la Asociación Internacional de Bomberos Local 2604 por la que se establece una escala salarial para la clasificación de Inspector de Bomberos y por la que se aprueba la Enmienda Presupuestaria asociada.

C. Acuerdo de servicios profesionales con CSW/Stuber-Stroeh Engineering Group, Inc. para servicios de diseño de ingeniería para el Proyecto de Implementación del Plan del Vecindario de Grove Street
Adoptar una Resolución por la que se aprueben los Acuerdos de Servicios Profesionales con CSW/Stuber-Stroeh Engineering Group, Inc. para los servicios de diseño de ingeniería para el Proyecto de Implementación del Plan del Vecindario de Grove Street por un importe no superable de $380,747, se autorice al gerente de la Ciudad a ejecutar los Acuerdos y se modifique el Presupuesto del Año Fiscal 2023-24 adoptado.

D. Acuerdo de Arrendamiento de la Biblioteca Regional de Healdsburg Adoptar una Resolución por la que se apruebe el Acuerdo de Arrendamiento entre la ciudad de Healdsburg y la Biblioteca del condado de Sonoma para la Biblioteca Regional de Healdsburg y se autorice al Gerente de la Ciudad a ejecutar el Acuerdo de Arrendamiento en nombre de la Ciudad.

Orden del día de la Reunión Ordinaria del Consejo Municipal /RSA 16 de octubre de 2023
Página 7
E. Ajustar el calendario y la financiación de la propuesta del Distrito de Servicios Públicos Subterráneos de la Avenida Healdsburg
Adoptar una Resolución por la que se enmiende el presupuesto adoptado para el año fiscal 2023-24 para aumentar los créditos para el proyecto "Underground Healdsburg Ave".

F. Aprobar un Acuerdo de Servicios Profesionales para actualizar la previsión de uso de agua y aguas residuales de Healdsburg y proporcionar previsiones de ingresos revisadas
Adoptar una Resolución por la que se apruebe un Acuerdo de Servicios Profesionales con Raftelis Financial Consultants Inc. para actualizar los estudios de costos de servicio de agua y aguas residuales y las estructuras tarifarias por un monto que no exceda los $70,093 y autorizar al gerente de la Ciudad a aprobar órdenes de cambio de hasta el 15% de la propuesta original de tarifas.

7. AUDIENCIAS PÚBLICAS
Ninguna.

8. ASUNTOS PENDIENTES
A. Estrategia final de movilización climática
Adopta una Resolución por la que se apruebe la Estrategia de movilización climática.

9. ASUNTOS NUEVOS
Ninguna.

10. INFORMES DEL CONSEJO SOBRE ASUNTOS DE INTERÉS QUE HAN OCURRIDO DESDE LA REUNIÓN ORDINARIA ANTERIOR/INFORMES DE

REEMBOLSO DE GASTOS

11. COMUNICACIONES ESCRITAS

12. LEVANTAR LA REUNIÓN DEL CONSEJO MUNICIPAL/RSA

13. PUNTOS FUTUROS PARA EL ORDEN DEL DÍA
A. Futuros puntos del orden del día para 2023
Orden del día de la Reunión Ordinaria del Consejo Municipal /RSA 16 de octubre de 2023
Página 8
SB 343 - DOCUMENTOS RELACIONADOS CON EL ORDEN DEL DÍA DE LAS SESIONES ABIERTAS: Cualquier escrito o documento provisto a una mayoría de la Junta del Consejo Municipal/Agencia de Desarrollo Sucesora con respecto a cualquier punto en este orden del día después de la publicación de la misma y que no esté exento de divulgación, se pondrá a disposición del público en la Oficina de la Secretaría Municipal ubicada en City Hall, 401 Grove Street, Healdsburg, durante horas hábiles. Si el material complementario se pone a disposición de los miembros de la Junta del Consejo Municipal/Agencia de Desarrollo Sucesora, una copia estará disponible para la revisión pública en las Cámaras del Consejo Municipal, 401 Grove Street, Healdsburg, CA 95448.

Estos escritos se pondrán a disposición en formatos alternativos apropiados a petición de una persona con discapacidad, tal y como exige la Ley de Estadounidenses con Discapacidades.

ADAPTACIONES POR DISCAPACIDAD: La ciudad de Healdsburg realizará adaptaciones razonables para las personas con necesidades especiales debidas a discapacidades. Por favor, contacte a Raina Allan, secretaria municipal, en Healdsburg City Hall, 401 Grove Street, Healdsburg, California, 431-3317, por lo menos 72 horas antes de la reunión para garantizar que se realicen las adaptaciones necesarias.

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: October 16, 2023
SUBJECT: Receive the Monthly Investment Report for August 2023 PREPARED BY: Marisol Chavez, Accounting Technician
STRATEGIC INITIATIVE(S):

Provide Effective Governance
RECOMMENDED ACTION(S):

Receive and approve the Monthly Investment Report for August 2023.

COMMUNITY ENGAGEMENT/OUTREACH:

Not applicable.

BACKGROUND:

California Government Code Section 53646 requires the City Treasurer to submit a report of investments to the City Council for review and compliance with the City’s adopted investment policy.

DISCUSSION/ANALYSIS:

The attached Investment Report summarizes the City’s investments as of August 2023. The report shows that funds are invested in government pools, trust funds, corporate securities, and federal agency securities. All investments follow the City’s adopted investment policy and align with the principal objectives of safety, liquidity, and yield. Gains on investments and interest earnings on a cash basis generated in August 2023 totaled $12,280.

Comparing the investment portfolio’s rate of return over the last year highlights the performance improvements accomplished by the onboarding of the City’s advisors PFM Asset Management.

The portfolio return reflects the increased market opportunities and remains in alignment with common benchmarks. In August of 2022 the portfolio’s weighted return was only 1.06% whereas in August of 2023 the returns have increased to 4.66%, just short of the 4.88% returns on a 2-year Treasury Note.

ENVIRONMENTAL STEWARDSHIP:

Not applicable.

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ALTERNATIVES:

No alternatives are presented as this informational report is a requirement by state law.

FISCAL IMPACT:

There is no fiscal impact resulting from the proposed action.

ENVIRONMENTAL ANALYSIS:

Pursuant to Title 14, the California Code of Regulations, Section 15378(b)(4)(5) of the California Environmental Quality Act (“CEQA”) guidelines, the proposed action is an administrative activity of the City that will not result in direct or indirect physical changes to the environment; and therefore, is not a project for purposes of CEQA.

ATTACHMENT(S):

Investment Report - Aug 2023

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Certification: I verify that this investment portfolio is in conformity with all state laws and is approved monthly by the City Council. The City has sufficient funds to meet expenditures for the following sixmonth period.

August 2023 Investment Report
Portfolio Sector Distribution
Katie Edgar Date
Finance Director
Investment Portfolio
Market Value Par Value
Managed Portfolio $ 39,687,226 $ 41,278,769
Local Agency Investment Fund $ 11,484,274 $ 11,484,274
COH Bonds (Restricted) $ 2,842,581 $ 2,842,581
Total Portfolio Value $ 54,014,082 $ 55,605,625
U.S. Teasury
Bond / Note
8%
U.S. Treasury Bill
<1%
Municipal Bond
/ Note
1%
Federal Agency
Discount /
Note
4%
Federal Agency
Commercial
9%
Federal Agency
Bond / Note
12%
Corporate Note
18%
Commercial
Paper
7%
Certificate of
Deposit
7%
Bank Note
<1%
Asset-Backed
Security
6%
Money
Market /
Custody
Account
<1%
Local
Agency
Investment
Fund (LAIF)
21%
COH Bonds
(Restricted)
5%
30M
35M
40M
45M
50M
55M
60M
65M
70M
75M
Total Investment Portfolio Total Cash
9/28/2023

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) 26%
20%
11%
17%
9%
17%
0%
5%
10%
15%
20%
25%
30%
Overnight 0 - 1 Year 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Total Investment Portfolio
August 2023 Investment Report
Maturity Distribution
Portfolio Yields
• The Federal Reserve (Fed) increased the overnight federal funds rate by 0.25% at its July meeting, to a new target range of 5.25% to 5.50%. This comes after the central bank left rates unchanged at its June meeting. Fed Chair Jerome Powell highlighted that the Fed is no longer forecasting a U.S. recession and said that “we do have a shot” for inflation to return to target without high levels of job losses.
• On a year-over-year (YoY) basis, headline CPI rose 3.0% as of June, the lowest annual increase in over two years.
• In July, the unemployment rate fell slightly to 3.5%. • Advanced estimates for second quarter real gross domestic product (GDP) increased at an annual rate of 2.4%, compared to a 1.8% initial estimate and 2.0% in the first quarter. The results reflected increases in consumer spending, nonresidential fixed investment, state and local government spending, private inventory investment, and federal government spending that were partly offset by decreases in exports and residential fixed investment.
• As 30-year mortgage rates have remained over 7% for two consecutive months, the divergence between existing and new home sales deepened. Current home buyers are less willing to sell their home, creating further pressure on inventory and robust increases in new home construction, resulting in existing home sales continuing its 18-month trend lower.
• The benchmark 3-month, 2-, and 10-year U.S. Treasuries finished the month at 5.40%, 4.88%, and 3.96%, during July, respectively. • Markets seem to be converging to PFMAM’s long-standing view that the U.S. would avoid recession and short-term rates will remain elevated for the foreseeable future.

Market Update

5.25%

3.15%

2.24%

4.66%

0.0%

2.0%

4.0%

6.0%
Return
Managed Portfolio LAIF COH Bonds Weighted Return
Rate of Return Comparison
-

2.000

4.000

6.000
Aug-22 Sep-22 Oct-22 Nov-22 Dec-22 Jan-23 Feb-23 Mar-23 Apr-23 May-23 Jun-23 Jul-23 Aug-23 City Weighted Return LAIF 2-Year T-Note

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Summary Statement For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Total Cash Basis Earnings
Plus Net Realized Gains/Losses
Less Purchased Interest Related to Interest/Coupons
Interest/Dividends/Coupons Received
Earnings Reconciliation (Cash Basis) - Managed Account
Less Beginning Accrued Interest
Less Beginning Amortized Value of Securities
Less Cost of New Purchases
Plus Coupons/Dividends Received
Plus Proceeds of Maturities/Calls/Principal Payments
Plus Proceeds from Sales
Ending Accrued Interest
Ending Amortized Value of Securities
Earnings Reconciliation (Accrual Basis)
$39,871,932.95
(1,001,114.79)
(7,029,141.03)
7,468,792.11

0.00 38,409.05
$39,348,878.29
69,836.21
(5,564.98)
(29,639.00)
$34,632.23
Total
40,160,961.89
193,902.16
7,055,944.76
1,001,114.79
41,918.60
(7,473,226.15)
(40,811,424.67)
(165,289.00)
Total Accrual Basis Earnings $3,902.38
Closing Market Value
Change in Current Value
Unsettled Trades
Principal Acquisitions
Principal Dispositions
Maturities/Calls
Opening Market Value
Transaction Summary - Managed Account
_________________
_________________
_______________________________________________ _______________________________________________ Reconciling Transactions Net Cash Contribution
Security Purchases
Principal Payments
Coupon/Interest/Dividend Income
Sale Proceeds
Maturities/Calls
Cash Transactions Summary - Managed Account
1,000,000.00
7,312,398.69
41,918.60
1,114.79
(8,073,057.34)

0.00 0.00
Cash Balance
Closing Cash Balance $338,348.21
Account 35300000 Page 1

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Portfolio Summary and Statistics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Account Summary
Description Par Value Market Value Percent
U.S. Treasury Bond / Note 4,450,000.00 4,247,422.00 10.79 U.S. Treasury Bill 325,000.00 322,033.47 0.82
Municipal Bond / Note 550,000.00 540,894.85 1.37
Federal Agency Discount Note 2,000,000.00 1,984,080.51 5.04 Federal Agency Commercial
Mortgage-Backed Security
5,155,421.05 4,897,397.91 12.45
Federal Agency Bond / Note 6,635,000.00 6,200,134.41 15.76 Corporate Note 10,120,000.00 9,655,279.94 24.55
Commercial Paper 4,040,000.00 3,903,159.50 9.92
Certificate of Deposit 3,930,000.00 3,885,226.43 9.87
Bank Note 335,000.00 336,403.32 0.85
Asset-Backed Security 3,400,000.00 3,376,845.95 8.58
Managed Account Sub-Total 40,940,421.05 39,348,878.29 100.00% Accrued Interest 193,902.16
Total Portfolio 40,940,421.05 39,542,780.45
Unsettled Trades 0.00 0.00
Sector Allocation

8.58%
ABS

0.85%
Bank Note

9.87%
Cert of Deposit

9.92%
Commercial Paper

24.55%
Corporate Note

15.76%
Fed Agy Bond /
Note

5.04%
Fed Agy DN

12.45%
Federal Agency
Commercial
Mortgage-Backed
Security

1.37%
Muni Bond / Note

0.82%
US TSY Bill

10.79%
US TSY Bond / Note
Account 35300000 Page 2

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Portfolio Summary and Statistics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
0 - 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Over 5 Years

8.81%

18.79%

14.33%

23.36%

11.64%

23.07%

0.00%
Maturity Distribution Characteristics
Yield to Maturity at Cost
Yield to Maturity at Market
Weighted Average Days to Maturity 874

4.23%

5.25%
Account 35300000 Page 3

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Issuer Summary For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Credit Quality (S&P Ratings)

6.22%
A

6.79%
A+

6.06%
A11.93%
A-1

10.92%
A-1+

1.68%
AA

38.99%
AA+

6.20%
AA7.75%
AAA

0.71%
BBB+

2.75%
NR
Issuer Summary
Issuer of Holdings Percent
Market Value
AIR PRODUCTS & CHEMICALS 254,922.53 0.65
ALLY AUTO RECEIVABLES TRUST 215,663.90 0.55
AMAZON.COM INC 579,305.50 1.47
AMERICAN EXPRESS CO 144,201.54 0.37
AMERICAN HONDA FINANCE 283,239.70 0.72
ANZ BANKING GROUP LTD 248,768.25 0.63
AUTOMATIC DATA PROCESSING INC 174,879.40 0.44
BANK OF AMERICA CO 978,561.35 2.49
BANK OF MONTREAL 590,093.50 1.50
BMW FINANCIAL SERVICES NA LLC 238,165.75 0.61
BMW VEHICLE OWNER TRUST 105,208.95 0.27
BNP PARIBAS 789,703.77 2.01
BRISTOL-MYERS SQUIBB CO 81,574.16 0.21
BURLINGTON NORTHERN SANTA FE 267,263.70 0.68
CALIFORNIA STATE UNIVERSITY 166,474.20 0.42
CAPITAL ONE FINANCIAL CORP 382,946.46 0.97
CATERPILLAR INC 313,253.33 0.80
COMCAST CORP 189,194.60 0.48
COMMONWEALTH BANK OF AUSTRALIA 250,797.75 0.64
CREDIT AGRICOLE SA 783,585.01 1.99
DEERE & COMPANY 85,162.27 0.22
DISCOVER FINANCIAL SERVICES 660,379.57 1.68
FANNIE MAE 1,109,119.13 2.82
FEDERAL HOME LOAN BANKS 8,184,214.92 20.79
FIFTH THIRD AUTO TRUST 280,518.34 0.71
FORD CREDIT AUTO OWNER TRUST 114,982.57 0.29
FREDDIE MAC 3,788,278.78 9.62
GENERAL DYNAMICS CORP 143,270.70 0.36
GM FINANCIAL CONSUMER AUTOMOBILE TRUST 125,614.83 0.32
GOLDMAN SACHS GROUP INC 238,200.75 0.61
HERSHEY COMPANY 255,801.78 0.65
HOME DEPOT INC 165,911.04 0.42
Account 35300000 Page 4

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Issuer Summary For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Issuer of Holdings Percent
Market Value
HONDA AUTO RECEIVABLES 255,706.35 0.65
HYUNDAI AUTO RECEIVABLES 130,615.12 0.33
INTEL CORPORATION 176,706.45 0.45
JP MORGAN CHASE & CO 948,281.40 2.41
LOCKHEED MARTIN CORP 113,115.61 0.29
MASTERCARD INC 165,493.52 0.42
MERCK & CO INC 116,874.36 0.30
Meta Platforms Inc 192,901.80 0.49
MITSUBISHI UFJ FINANCIAL GROUP INC 582,540.60 1.48
MORGAN STANLEY 262,487.73 0.67
NATIONAL AUSTRALIA BANK LTD 285,361.45 0.73
NATIONAL RURAL UTILITIES CO FINANCE CORP 267,441.32 0.68 NATIXIS NY BRANCH 784,279.26 1.99
NIKE INC 254,685.20 0.65
NORTHERN TRUST 192,027.80 0.49
OREGON DEPT OF ADMINISTRATION SERVICES 280,380.15 0.71
PACCAR FINANCIAL CORP 200,884.60 0.51
PNC FINANCIAL SERVICES GROUP 171,352.37 0.44
PRUDENTIAL FINANCIAL INC 589,786.23 1.50
RABOBANK NEDERLAND 1,168,232.80 2.96
SALLIE MAE BANK 238,328.25 0.61
STATE OF CONNECTICUT 94,040.50 0.24
STATE STREET CORPORATION 587,212.84 1.49
TEXAS INSTRUMENTS INC 247,306.10 0.63
THE BANK OF NEW YORK MELLON CORPORATION 522,802.58 1.33 TORONTO-DOMINION BANK 600,187.49 1.53
TOYOTA MOTOR CORP 275,119.48 0.70
TRUIST FIN CORP 230,686.75 0.59
UNITED PARCEL SERVICE INC 84,280.95 0.21
UNITED STATES TREASURY 4,569,455.47 11.60
VISA INC 503,220.90 1.28
WAL-MART STORES INC 82,331.34 0.21
WELLS FARGO & COMPANY 613,874.22 1.56
Account 35300000 Page 5

6.A.a
Packet Pg. 17
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Issuer Summary For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Issuer of Holdings Percent
Market Value
WESTPAC BANKING CORP 799,162.92 2.03
WORLD OMNI AUTO REC TRUST 572,456.35 1.45
Total $39,348,878.29 100.00%
Account 35300000 Page 6

6.A.a
Packet Pg. 18
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
U.S. Treasury Bond / Note

US TREASURY N/B NOTES
DTD 01/31/2022 0.875% 01/31/2024
91282CDV0 375,000.00 AA+ Aaa 02/10/22 02/10/22 370,212.09 1.53 285.33 373,989.22 368,027.33

US TREASURY NOTES
DTD 06/30/2019 1.750% 06/30/2024
9128286Z8 775,000.00 AA+ Aaa 05/10/23 05/12/23 750,054.69 4.69 2,321.84 756,786.92 752,113.32

US TREASURY NOTES
DTD 08/31/2017 1.875% 08/31/2024
9128282U3 200,000.00 AA+ Aaa 11/29/22 11/30/22 190,757.81 4.66 10.30 194,729.06 193,187.50

US TREASURY N/B NOTES
DTD 01/15/2022 1.125% 01/15/2025
91282CDS7 2,000,000.00 AA+ Aaa 01/12/22 01/12/22 1,994,752.00 1.21 2,934.78 1,997,602.82 1,893,437.60

US TREASURY N/B NOTES
DTD 03/15/2022 1.750% 03/15/2025
91282CED9 1,000,000.00 AA+ Aaa 03/18/22 03/18/22 988,482.25 2.15 8,084.24 994,088.33 950,937.50

US TREASURY N/B NOTES
DTD 09/30/2021 0.875% 09/30/2026
91282CCZ2 100,000.00 AA+ Aaa 11/23/22 11/28/22 88,605.47 4.11 368.17 90,856.74 89,718.75 Security Type Sub-Total 4,450,000.00 4,382,864.31 2.29 14,004.66 4,408,053.09 4,247,422.00 U.S. Treasury Bill

US TREASURY BILL
DTD 11/03/2022 0.000% 11/02/2023
912796YT0 325,000.00 A-1+ P-1 11/18/22 11/21/22 310,920.33 4.71 0.00 322,477.05 322,033.47 Security Type Sub-Total 325,000.00 310,920.33 4.71 0.00 322,477.05 322,033.47 Municipal Bond / Note

CA ST UNIV TRUSTEES - MUNICIPAL BONDS
DTD 08/09/2023 4.594% 11/01/2027
13077DTD4 170,000.00 AA- Aa2 07/20/23 08/09/23 170,000.00 4.59 477.27 170,000.00 166,474.20

OREGON ST MUNICIPAL BONDS
DTD 05/09/2023 4.046% 04/01/2028
68607V4M4 285,000.00 AAA Aa2 04/26/23 05/09/23 285,000.00 4.05 3,587.45 285,000.00 280,380.15

CONNECTICUT ST-A-TXBL MUNICIPAL
BONDS
DTD 06/22/2023 4.506% 05/15/2028
20772KTK5 95,000.00 AA- Aa3 06/01/23 06/22/23 95,000.00 4.51 820.47 95,000.00 94,040.50 Security Type Sub-Total 550,000.00 550,000.00 4.29 4,885.19 550,000.00 540,894.85 Account 35300000 Page 7

6.A.a
Packet Pg. 19
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Federal Agency Discount Note

FEDERAL HOME LOAN BANKS DISC NOTE
DTD 10/24/2022 0.000% 10/23/2023
313384NH8 2,000,000.00 A-1+ P-1 11/28/22 11/29/22 1,914,993.33 4.87 0.00 1,986,523.33 1,984,080.51 Security Type Sub-Total 2,000,000.00 1,914,993.33 4.87 0.00 1,986,523.33 1,984,080.51 Federal Agency Commercial Mortgage-Backed Security
FHMS K733 A2
DTD 11/09/2018 3.750% 08/01/2025
3137FJXQ7 408,164.29 AA+ Aaa 08/10/23 08/15/23 396,854.06 5.24 1,275.51 397,122.22 396,234.33 FHMS K734 A2
DTD 04/18/2019 3.208% 02/01/2026
3137FLN34 355,000.00 AA+ Aaa 04/19/23 04/24/23 343,129.69 4.49 949.03 344,651.52 339,718.32 FHMS K735 A2
DTD 07/01/2019 2.862% 05/01/2026
3137FMU67 541,534.20 AA+ Aaa 08/11/23 08/16/23 511,749.81 5.04 1,291.56 512,231.66 512,007.31 FHMS K061 A2
DTD 01/30/2017 3.347% 11/01/2026
3137BTUM1 280,000.00 AA+ Aaa 05/19/23 05/24/23 271,381.25 4.31 780.97 272,066.91 266,581.77 FHMS K063 A2
DTD 03/01/2017 3.430% 01/01/2027
3137BVZ82 400,000.00 AA+ Aaa 05/18/23 05/23/23 388,437.50 4.30 1,143.33 389,322.88 380,828.73 FNA 2017-M7 A2
DTD 06/30/2017 2.961% 02/01/2027
3136AV7G8 355,157.80 AA+ Aaa 04/28/23 05/03/23 340,299.44 4.17 876.35 341,611.75 333,258.16 FHMS K064 A2
DTD 05/15/2017 3.224% 03/01/2027
3137BXQY1 425,000.00 AA+ Aaa 08/16/23 08/18/23 400,894.53 4.98 1,141.83 401,155.94 401,322.34

FHLMC MULTIFAMILY STRUCTURED P
DTD 07/01/2017 3.243% 04/01/2027
3137F1G44 410,000.00 AA+ Aaa 06/08/23 06/13/23 392,879.30 4.44 1,108.03 393,866.08 387,240.24 FNA 2017-M15 A2
DTD 12/29/2017 3.060% 09/01/2027
3136AY6X6 415,719.04 AA+ Aaa 05/10/23 05/15/23 399,447.53 4.06 1,059.94 400,577.21 388,485.66 FHMS K743 A2
DTD 06/30/2021 1.770% 05/01/2028
3137H14B9 445,000.00 AA+ Aaa 08/10/23 08/15/23 389,479.30 4.73 656.38 390,027.73 388,221.78 FHMS KJ46 A1
DTD 07/01/2023 4.777% 06/01/2028
3137HAD45 319,845.72 AA+ Aaa 07/19/23 07/27/23 319,837.72 4.78 1,273.25 319,837.88 317,045.92 FHMS K505 A2
DTD 07/01/2023 4.819% 06/01/2028
3137HACX2 400,000.00 AA+ Aaa 07/13/23 07/20/23 403,995.20 4.59 1,606.33 403,898.58 399,078.04 Account 35300000 Page 8

6.A.a
Packet Pg. 20
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Federal Agency Commercial Mortgage-Backed Security
FNA 2023-M6 A2
DTD 07/01/2023 4.190% 07/01/2028
3136BQDE6 400,000.00 AA+ Aaa 07/18/23 07/31/23 393,218.75 4.58 1,396.67 393,339.51 387,375.31 Security Type Sub-Total 5,155,421.05 4,951,604.08 4.62 14,559.18 4,959,709.87 4,897,397.91 Federal Agency Bond / Note

FEDERAL HOME LOAN BANK NOTES
DTD 11/07/2022 4.875% 06/14/2024
3130ATVC8 750,000.00 AA+ Aaa 01/30/23 01/31/23 751,012.50 4.76 7,820.31 750,581.17 747,060.75

FEDERAL HOME LOAN BANK NOTES
DTD 11/07/2022 4.875% 09/13/2024
3130ATVD6 750,000.00 AA+ Aaa 01/30/23 01/31/23 752,587.50 4.65 17,062.50 751,654.95 746,371.50

FEDERAL HOME LOAN BANK NOTES
DTD 11/04/2022 4.625% 12/13/2024
3130ATUR6 750,000.00 AA+ Aaa 01/30/23 01/31/23 751,432.50 4.51 7,515.63 750,985.11 744,012.75

FEDERAL HOME LOAN BANK NOTES
(CALLABLE)
DTD 06/28/2021 0.750% 11/28/2025
3130AMTZ5 2,000,000.00 AA+ Aaa 07/19/21 07/19/21 1,998,113.00 0.77 2,625.00 1,999,029.85 1,818,610.00

FEDERAL HOME LOAN BANK NOTES
(CALLABLE)
DTD 03/10/2021 0.800% 03/10/2026
3130ALFS8 2,000,000.00 AA+ Aaa 03/08/21 03/08/21 1,990,030.00 0.90 7,600.00 1,994,976.82 1,806,722.00

FEDERAL HOME LOAN BANK NOTES
(CALLABLE)
DTD 02/26/2021 0.900% 02/26/2027
3130AL5A8 385,000.00 AA+ Aaa 04/27/23 04/28/23 342,241.90 4.06 48.13 346,090.13 337,357.41 Security Type Sub-Total 6,635,000.00 6,585,417.40 2.39 42,671.57 6,593,318.03 6,200,134.41 Corporate Note

BURLINGTN NORTH SANTA FE CORP NOTES
(CAL
DTD 08/20/2015 3.650% 09/01/2025
12189LAY7 275,000.00 AA- A3 04/26/23 04/28/23 270,248.00 4.43 5,018.75 270,946.66 267,263.70

AMERICAN HONDA FINANCE CORPORATE
NOTES
DTD 09/10/2020 1.000% 09/10/2025
02665WDN8 200,000.00 A- A3 05/10/23 05/12/23 184,178.00 4.62 950.00 186,257.89 183,322.20 Account 35300000 Page 9

6.A.a
Packet Pg. 21
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Corporate Note

COMCAST CORP CORP NOTES (CALLABLE)
DTD 10/05/2018 3.950% 10/15/2025
20030NCS8 100,000.00 A- A3 05/10/23 05/12/23 98,742.00 4.50 1,492.22 98,900.85 97,421.20

AIR PRODUCTS & CHEMICALS CORP NOTES
(CAL
DTD 04/30/2020 1.500% 10/15/2025
009158BB1 275,000.00 A A2 04/26/23 04/28/23 256,646.50 4.39 1,558.33 259,213.14 254,922.53

BANK OF NY MELLON CORP NOTES
(CALLABLE)
DTD 11/18/2013 3.950% 11/18/2025
06406HCQ0 175,000.00 A A1 04/18/23 04/20/23 171,134.25 4.87 1,977.74 171,683.57 169,445.15

AUST & NZ BANKING GRP NY CORPORATE
NOTES
DTD 12/08/2022 5.088% 12/08/2025
05254JAA8 250,000.00 AA- Aa3 04/21/23 04/25/23 251,795.00 4.79 2,932.67 251,553.29 248,768.25

VISA INC (CALLABLE) CORP NOTES
DTD 12/14/2015 3.150% 12/14/2025
92826CAD4 250,000.00 AA- Aa3 11/30/22 12/02/22 239,582.50 4.64 1,684.38 242,149.27 239,629.00

VISA INC (CALLABLE) CORP NOTES
DTD 12/14/2015 3.150% 12/14/2025
92826CAD4 275,000.00 AA- Aa3 07/28/23 08/01/23 263,700.25 5.01 1,852.81 264,104.74 263,591.90

MORGAN STANLEY CORPORATE NOTES
DTD 01/27/2016 3.875% 01/27/2026
61746BDZ6 150,000.00 A- A1 04/27/23 05/01/23 146,296.50 4.85 548.96 146,751.12 144,323.85

COMMONWEALTH BK AUSTR NY

CORPORATE NOTES
DTD 03/13/2023 5.316% 03/13/2026
20271RAR1 250,000.00 AA- Aa3 04/21/23 04/25/23 254,072.50 4.70 6,202.00 253,573.59 250,797.75

AMAZON INC CORP NOTES (CALLABLE)
DTD 05/12/2021 1.000% 05/12/2026
023135BX3 400,000.00 AA A1 11/22/22 11/25/22 355,352.00 4.52 1,211.11 365,242.38 361,188.00

CATERPILLAR FINL SERVICE CORPORATE
NOTES
DTD 05/15/2023 4.350% 05/15/2026
14913UAA8 200,000.00 A A2 05/08/23 05/15/23 199,906.00 4.37 2,561.67 199,915.35 196,842.20

TOYOTA MOTOR CREDIT CORP CORP
NOTES
DTD 05/18/2023 4.450% 05/18/2026
89236TKT1 150,000.00 A+ A1 05/15/23 05/18/23 149,913.00 4.47 1,909.79 149,921.41 147,857.10 Account 35300000 Page 10

6.A.a
Packet Pg. 22
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Corporate Note

NATIONAL RURAL UTIL COOP CORP NOTES
(CAL
DTD 02/24/2021 1.000% 06/15/2026
63743HEW8 200,000.00 A- A2 04/17/23 04/19/23 177,744.00 4.84 422.22 180,349.86 178,639.40

BANK OF NEW YORK MELLON CORP NOTES
(CALL
DTD 07/26/2022 4.414% 07/24/2026
06406RBJ5 200,000.00 A A1 05/10/23 05/12/23 196,722.00 4.97 907.32 197,036.06 195,321.40

STATE STREET CORP NOTES (CALLABLE)
DTD 08/03/2023 5.272% 08/03/2026
857477CD3 80,000.00 A A1 08/01/23 08/03/23 80,028.80 5.26 328.04 80,028.04 80,031.20

STATE STREET CORP NOTES (CALLABLE)
DTD 08/03/2023 5.272% 08/03/2026
857477CD3 165,000.00 A A1 07/31/23 08/03/23 165,000.00 5.27 676.57 165,000.00 165,064.35

CATERPILLAR FINANCIAL SERVICES CORP
CORP
DTD 08/09/2016 2.400% 08/09/2026
14912L6T3 125,000.00 A A2 06/20/23 06/22/23 116,586.25 4.74 183.33 117,108.43 116,411.13

BANK OF AMERICA NA CORPORATE NOTES
DTD 08/18/2023 5.526% 08/18/2026
06428CAA2 425,000.00 A+ Aa1 08/14/23 08/18/23 425,000.00 5.53 848.09 425,000.00 427,212.13

HOME DEPOT INC CORP (CALLABLE) NOTES
DTD 09/15/2016 2.125% 09/15/2026
437076BN1 180,000.00 A A2 03/01/23 03/03/23 163,621.80 4.96 1,763.75 165,928.95 165,911.04

JPMORGAN CHASE & CO CORP NOTES
DTD 07/21/2016 2.950% 10/01/2026
46625HRV4 400,000.00 A- A1 05/10/23 05/12/23 378,548.00 4.68 4,916.67 380,488.73 373,356.80

WELLS FARGO & COMPANY CORPORATE
NOTES
DTD 10/25/2016 3.000% 10/23/2026
949746SH5 120,000.00 BBB+ A1 05/10/23 05/12/23 112,437.60 5.01 1,280.00 113,109.81 110,988.36

WELLS FARGO & COMPANY CORPORATE
NOTES
DTD 10/25/2016 3.000% 10/23/2026
949746SH5 180,000.00 BBB+ A1 04/17/23 04/19/23 168,802.20 4.95 1,920.00 169,980.46 166,482.54

TRUIST FINANCIAL CORP NOTES
(CALLABLE)
DTD 10/28/2022 5.900% 10/28/2026
89788MAJ1 125,000.00 A- A3 11/29/22 11/30/22 126,465.00 5.56 2,519.79 126,086.00 125,094.25

NIKE INC CORP NOTES (CALLABLE)
DTD 10/21/2016 2.375% 11/01/2026
654106AF0 275,000.00 AA- A1 05/03/23 05/05/23 260,821.00 3.97 2,177.08 262,143.34 254,685.20 Account 35300000 Page 11

6.A.a
Packet Pg. 23
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Corporate Note

STATE STREET CORP NOTES (CALLABLE)
DTD 11/04/2022 5.751% 11/04/2026
857477BX0 175,000.00 A A1 11/29/22 11/30/22 178,106.25 5.24 3,270.88 177,307.91 175,677.78

COMCAST CORP CORP NOTES (CALLABLE)
DTD 07/19/2016 2.350% 01/15/2027
20030NBW0 100,000.00 A- A3 05/10/23 05/12/23 93,127.00 4.39 300.28 93,699.75 91,773.40

MORGAN STANLEY
DTD 01/20/2017 3.625% 01/20/2027
61746BEF9 125,000.00 A- A1 11/29/22 11/30/22 118,371.25 5.06 516.06 119,576.88 118,163.88

BANK OF NY MELLON CORP (CALLABLE)
CORPOR
DTD 01/26/2022 2.050% 01/26/2027
06406RBA4 175,000.00 A A1 11/29/22 11/30/22 157,144.75 4.79 348.78 160,379.40 158,036.03

NORTHERN TRUST CORP NOTE (CALLABLE)
DTD 05/10/2022 4.000% 05/10/2027
665859AW4 200,000.00 A+ A2 05/10/23 05/12/23 195,366.00 4.64 2,466.67 195,721.73 192,027.80

PNC FINANCIAL SERVICES CORP NOTES
(CALLA
DTD 05/19/2017 3.150% 05/19/2027
693475AT2 185,000.00 A- A3 11/23/22 11/28/22 171,861.30 4.94 1,651.13 174,089.97 171,352.37

TRUIST FINANCIAL CORP NOTES
(CALLABLE)
DTD 08/03/2020 1.125% 08/03/2027
89788MAC6 125,000.00 A- A3 11/29/22 11/30/22 105,255.00 4.95 109.38 108,435.95 105,592.50

INTEL CORP NOTES (CALLABLE)
DTD 08/05/2022 3.750% 08/05/2027
458140BY5 185,000.00 A A2 11/23/22 11/28/22 178,195.70 4.63 501.04 179,297.27 176,706.45

TEXAS INSTRUMENTS INC CORP NOTES
(CALLAB
DTD 11/03/2017 2.900% 11/03/2027
882508BC7 175,000.00 A+ Aa3 11/29/22 11/30/22 162,603.00 4.52 1,663.47 164,498.04 162,760.68

TOYOTA MOTOR CREDIT CORP CORPORATE
NOTES
DTD 11/10/2022 5.450% 11/10/2027
89236TKL8 125,000.00 A+ A1 11/29/22 11/30/22 127,950.00 4.91 2,100.52 127,500.80 127,262.38

UNITED PARCEL SERVICE CORP NOTES
(CALLAB
DTD 11/14/2017 3.050% 11/15/2027
911312BM7 90,000.00 A A2 03/13/23 03/15/23 84,652.20 4.47 808.25 85,185.10 84,280.95

STATE STREET CORP NOTE (CALLABLE)
DTD 11/18/2021 1.684% 11/18/2027
857477BQ5 185,000.00 A A1 11/29/22 11/30/22 163,490.05 4.31 891.35 166,750.93 166,439.51 Account 35300000 Page 12

6.A.a
Packet Pg. 24
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Corporate Note

JPMORGAN CHASE & CO CORP NOTES
(CALLABLE
DTD 02/01/2017 3.782% 02/01/2028
46625HRY8 200,000.00 A- A1 05/10/23 05/12/23 191,042.00 4.85 630.33 191,623.28 188,805.00

TEXAS INSTRUMENTS INC CORP NOTE
(CALLABL
DTD 11/18/2022 4.600% 02/15/2028
882508BV5 85,000.00 A+ Aa3 03/01/23 03/03/23 84,452.60 4.75 173.78 84,507.64 84,545.42

BRISTOL-MYERS SQUIBB CO CORP NOTES
(CALL
DTD 07/15/2020 3.900% 02/20/2028
110122DE5 85,000.00 A+ A2 03/13/23 03/15/23 82,508.65 4.57 101.29 82,743.55 81,574.16

MASTERCARD INC CORP NOTES (CALLABLE)
DTD 03/09/2023 4.875% 03/09/2028
57636QAW4 165,000.00 A+ Aa3 03/14/23 03/16/23 166,348.05 4.69 3,843.13 166,220.85 165,493.52

NATIONAL RURAL UTIL COOP CORP NOTES
(CAL
DTD 12/16/2022 4.800% 03/15/2028
63743HFG2 90,000.00 A- A2 04/21/23 04/25/23 90,882.90 4.57 1,992.00 90,818.08 88,801.92

WALMART INC CORPORATE NOTES
(CALLABLE)
DTD 04/18/2023 3.900% 04/15/2028
931142FB4 85,000.00 AA Aa2 04/12/23 04/18/23 84,843.60 3.94 1,224.71 84,855.26 82,331.34

HERSHEY COMPANY CORP NOTES CALLABLE
DTD 05/04/2023 4.250% 05/04/2028
427866BH0 70,000.00 A A1 05/01/23 05/04/23 69,899.90 4.28 966.87 69,906.47 68,869.71

HERSHEY COMPANY CORP NOTES CALLABLE
DTD 05/04/2023 4.250% 05/04/2028
427866BH0 190,000.00 A A1 05/02/23 05/04/23 189,897.40 4.26 2,624.38 189,904.14 186,932.07

AMAZON INC CORP NOTES (CALLABLE)
DTD 05/12/2021 1.650% 05/12/2028
023135BY1 250,000.00 AA A1 05/10/23 05/12/23 222,007.50 4.15 1,248.96 223,723.52 218,117.50

LOCKHEED MARTIN CORP NOTES
(CALLABLE)
DTD 05/25/2023 4.450% 05/15/2028
539830BZ1 30,000.00 A- A2 05/23/23 05/25/23 29,946.00 4.49 356.00 29,948.94 29,508.42

LOCKHEED MARTIN CORP NOTES
(CALLABLE)
DTD 05/25/2023 4.450% 05/15/2028
539830BZ1 85,000.00 A- A2 06/02/23 06/06/23 84,694.00 4.53 1,008.67 84,708.75 83,607.19 Account 35300000 Page 13

6.A.a
Packet Pg. 25
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Corporate Note

GENERAL DYNAMICS CORP NOTES
(CALLABLE)
DTD 05/11/2018 3.750% 05/15/2028
369550BC1 150,000.00 A- A3 05/15/23 05/17/23 146,637.00 4.25 1,656.25 146,834.17 143,270.70

META PLATFORMS INC COPR NOTES
(CALLABLE)
DTD 05/03/2023 4.600% 05/15/2028
30303M8L9 195,000.00 AA- A1 06/01/23 06/05/23 195,292.50 4.56 2,940.17 195,278.01 192,901.80

AUTOMATIC DATA PROCESSNG CORP

NOTES (CAL
DTD 05/14/2021 1.700% 05/15/2028
053015AG8 200,000.00 AA- Aa3 05/11/23 05/15/23 180,612.00 3.85 1,001.11 181,768.70 174,879.40

MERCK & CO INC CORP NOTES CALLABLE
DTD 05/17/2023 4.050% 05/17/2028
58933YBH7 120,000.00 A+ A1 05/08/23 05/17/23 119,902.80 4.07 1,404.00 119,908.49 116,874.36

NATIONAL AUSTRALIA BK/NY CORPORATE
NOTES
DTD 06/13/2023 4.900% 06/13/2028
63253QAE4 290,000.00 AA- Aa3 06/06/23 06/13/23 289,504.10 4.94 3,078.83 289,525.81 285,361.45

AMERICAN HONDA FINANCE CORPORATE
NOTES
DTD 07/07/2023 5.125% 07/07/2028
02665WEM9 100,000.00 A- A3 07/05/23 07/07/23 99,956.00 5.14 768.75 99,957.35 99,917.50

JOHN DEERE CAPITAL CORP CORPORATE
NOTES
DTD 07/14/2023 4.950% 07/14/2028
24422EXB0 85,000.00 A A2 07/11/23 07/14/23 84,873.35 4.98 549.31 84,876.75 85,162.27

BANK OF AMERICA CORP NOTES
(CALLABLE)
DTD 07/21/2017 3.593% 07/21/2028
06051GGR4 175,000.00 A- A1 07/27/23 07/31/23 163,061.50 5.17 698.64 163,271.75 162,797.25

PACCAR FINANCIAL CORP CORPORATE
NOTES
DTD 08/10/2023 4.950% 08/10/2028
69371RS64 200,000.00 A+ A1 08/03/23 08/10/23 199,684.00 4.99 577.50 199,687.81 200,884.60 Security Type Sub-Total 10,120,000.00 9,725,511.50 4.71 89,315.78 9,774,985.99 9,655,279.94 Commercial Paper
Account 35300000 Page 14

6.A.a
Packet Pg. 26
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Commercial Paper

MUFG BANK LTD/NY COMM PAPER
DTD 06/13/2023 0.000% 03/04/2024
62479LC45 600,000.00 A-1 P-1 08/18/23 08/21/23 581,706.67 5.78 0.00 582,733.34 582,540.60

COOPERATIEVE RABOBANK UA COMM
PAPER
DTD 06/07/2023 0.000% 03/04/2024
21687AC43 800,000.00 A-1 P-1 07/06/23 07/07/23 770,116.00 5.80 0.00 777,060.00 776,848.80

NATIXIS NY BRANCH COMM PAPER
DTD 06/23/2023 0.000% 03/19/2024
63873JCK4 400,000.00 A-1 P-1 06/23/23 06/26/23 383,446.00 5.82 0.00 387,600.00 387,298.40

NATIXIS NY BRANCH COMM PAPER
DTD 06/23/2023 0.000% 03/19/2024
63873JCK4 410,000.00 A-1 P-1 07/10/23 07/11/23 393,727.10 5.90 0.00 397,085.00 396,980.86

JP MORGAN SECURITIES LLC COMM PAPER
DTD 07/07/2023 0.000% 04/02/2024
46640PD26 400,000.00 A-1 P-1 07/07/23 07/10/23 383,386.67 5.84 0.00 386,684.45 386,119.60

CREDIT AGRICOLE CIB NY COMM PAPER
DTD 08/04/2023 0.000% 04/30/2024
22533TDW3 815,000.00 A-1 P-1 08/04/23 08/07/23 781,331.67 5.81 0.00 784,484.14 783,585.01

PRUDENTIAL FUNDING LLC COMM PAPER
DTD 08/23/2023 0.000% 05/17/2024
74433GEH5 615,000.00 A-1+ P-1 08/23/23 08/25/23 589,552.67 5.84 0.00 590,222.34 589,786.23 Security Type Sub-Total 4,040,000.00 3,883,266.78 5.82 0.00 3,905,869.27 3,903,159.50 Certificate of Deposit

BNP PARIBAS NY BRANCH CERT DEPOS
DTD 07/20/2023 5.820% 02/01/2024
05586FD53 790,000.00 A-1 P-1 07/20/23 07/21/23 789,996.10 5.82 5,491.82 789,996.94 789,703.77

TORONTO DOMINION BANK NY CERT
DEPOS
DTD 07/10/2023 6.030% 07/05/2024
89115BRL6 600,000.00 A-1+ P-1 07/07/23 07/10/23 600,000.00 6.03 5,326.50 600,000.00 600,187.49

WESTPAC BANKING CORP NY CERT DEPOS
DTD 08/02/2023 5.850% 08/02/2024
96130AUL0 800,000.00 A-1+ P-1 08/04/23 08/07/23 799,963.98 5.85 3,900.00 799,966.47 799,162.92

BANK OF MONTREAL CHICAGO CERT DEPOS
DTD 08/18/2023 5.970% 08/16/2024
06367DC60 590,000.00 A-1 P-1 08/17/23 08/18/23 590,000.00 5.97 1,369.78 590,000.00 590,093.50

GOLDMAN SACHS BANK USA CERT DEPOS
DTD 09/22/2021 0.650% 09/23/2024
38149MZY2 250,000.00 A+ A1 09/20/21 09/20/21 249,263.00 0.74 725.68 249,739.80 238,200.75 Account 35300000 Page 15

6.A.a
Packet Pg. 27
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Certificate of Deposit

SALLIE MAE BANK/SALT LKE CERT DEPOS
DTD 09/22/2021 0.700% 09/23/2024
795451AW3 250,000.00 NR NR 09/20/21 09/20/21 249,263.00 0.79 781.51 249,739.80 238,328.25

BMW BANK NORTH AMERICA CERT DEPOS
DTD 09/24/2021 0.650% 09/24/2024
05580AE26 250,000.00 NR NR 09/20/21 09/20/21 249,263.00 0.75 716.78 249,739.37 238,165.75

COOPERAT RABOBANK UA/NY CERT DEPOS
DTD 07/20/2023 5.080% 07/17/2026
21684LGS5 400,000.00 A+ Aa2 07/17/23 07/20/23 400,000.00 5.08 2,314.22 400,000.00 391,384.00 Security Type Sub-Total 3,930,000.00 3,927,749.08 4.88 20,626.29 3,929,182.38 3,885,226.43 Bank Note

WELLS FARGO BANK NA BANK NOTES
(CALLABLE
DTD 08/09/2023 5.450% 08/07/2026
94988J6D4 335,000.00 A+ Aa2 08/02/23 08/09/23 334,973.20 5.45 1,115.74 334,973.76 336,403.32 Security Type Sub-Total 335,000.00 334,973.20 5.45 1,115.74 334,973.76 336,403.32 Asset-Backed Security
HAROT 2023-3 A3
DTD 08/22/2023 5.410% 02/18/2028
43815QAC1 255,000.00 AAA NR 08/15/23 08/22/23 254,947.42 5.42 344.89 254,947.74 255,706.35 BMWOT 2023-A A3
DTD 07/18/2023 5.470% 02/25/2028
05592XAD2 105,000.00 AAA NR 07/11/23 07/18/23 104,981.39 5.47 95.73 104,981.89 105,208.95 DCENT 2023-A1 A
DTD 04/11/2023 4.310% 03/15/2028
254683CY9 400,000.00 NR Aaa 05/23/23 05/25/23 395,968.75 4.54 766.22 396,196.02 391,850.88 BACCT 2022-A2 A2
DTD 11/23/2022 5.000% 04/15/2028
05522RDF2 390,000.00 AAA Aaa 05/31/23 06/02/23 391,843.36 4.89 866.67 391,749.07 388,551.97 HART 2023-B A3
DTD 07/19/2023 5.480% 04/17/2028
44933XAD9 130,000.00 AAA NR 07/11/23 07/19/23 129,994.36 5.48 316.62 129,994.50 130,615.12 FORDO 2023-B A3
DTD 06/26/2023 5.230% 05/15/2028
344930AD4 115,000.00 AAA NR 06/21/23 06/26/23 114,998.45 5.23 267.31 114,998.51 114,982.57 AMXCA 2023-1 A
DTD 06/14/2023 4.870% 05/15/2028
02582JJZ4 145,000.00 AAA NR 06/07/23 06/14/23 144,987.14 4.87 313.84 144,987.71 144,201.54 Account 35300000 Page 16

6.A.a
Packet Pg. 28
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Detail of Securities Held For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Market Par
Asset-Backed Security
WOART 2023-A A3
DTD 02/15/2023 4.830% 05/15/2028
98164JAD6 180,000.00 AAA NR 08/11/23 08/15/23 178,024.22 5.09 386.40 178,043.58 177,658.87 ALLYA 2023-1 A3
DTD 07/19/2023 5.460% 05/15/2028
02007WAC2 215,000.00 NR Aaa 07/11/23 07/19/23 214,963.34 5.46 521.73 214,964.26 215,663.90 COMET 2023-A1 A
DTD 05/24/2023 4.420% 05/15/2028
14041NGD7 390,000.00 AAA NR 05/17/23 05/24/23 389,910.57 4.43 766.13 389,915.49 382,946.46 WOART 2023-A A3
DTD 02/15/2023 4.830% 05/15/2028
98164JAD6 400,000.00 AAA NR 05/18/23 05/22/23 400,156.25 4.82 858.67 400,147.49 394,797.48 DCENT 2023-A2 A
DTD 06/28/2023 4.930% 06/15/2028
254683CZ6 270,000.00 AAA Aaa 06/21/23 06/28/23 269,963.52 4.93 591.60 269,964.83 268,528.69 GMCAR 2023-3 A3
DTD 07/19/2023 5.450% 06/16/2028
36267KAD9 125,000.00 AAA Aaa 07/11/23 07/19/23 124,995.18 5.45 283.85 124,995.30 125,614.83 FITAT 2023-1 A3
DTD 08/23/2023 5.530% 08/15/2028
31680EAD3 280,000.00 AAA Aaa 08/15/23 08/23/23 279,982.64 5.53 344.09 279,982.73 280,518.34 Security Type Sub-Total 3,400,000.00 3,395,716.59 5.01 6,723.75 3,395,869.12 3,376,845.95 Managed Account Sub-Total 40,940,421.05 39,963,016.60 4.23 193,902.16 40,160,961.89 39,348,878.29 $40,940,421.05 $39,963,016.60 4.23% $193,902.16 $40,160,961.89 $39,348,878.29 $39,542,780.45
$193,902.16
Total Investments
Accrued Interest
Securities Sub-Total
Account 35300000 Page 17

6.A.a
Packet Pg. 29
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
U.S. Treasury Bond / Note
US TREASURY N/B NOTES 91282CDV0 375,000.00 DIRECT 98.14 368,027.33 (2,184.76) (5,961.89) DTD 01/31/2022 0.875% 01/31/2024

0.42 5.44
US TREASURY NOTES 9128286Z8 775,000.00 CITIGRP 97.05 752,113.32 2,058.63 (4,673.60) DTD 06/30/2019 1.750% 06/30/2024

0.83 5.43
US TREASURY NOTES 9128282U3 200,000.00 BARCLAY 96.59 193,187.50 2,429.69 (1,541.56) DTD 08/31/2017 1.875% 08/31/2024

1.00 5.42
US TREASURY N/B NOTES 91282CDS7 2,000,000.00 DIRECT 94.67 1,893,437.60 (101,314.40) (104,165.22) DTD 01/15/2022 1.125% 01/15/2025

1.36 5.20
US TREASURY N/B NOTES 91282CED9 1,000,000.00 DIRECT 95.09 950,937.50 (37,544.75) (43,150.83) DTD 03/15/2022 1.750% 03/15/2025

1.51 5.10
US TREASURY N/B NOTES 91282CCZ2 100,000.00 HSBC 89.72 89,718.75 1,113.28 (1,137.99) DTD 09/30/2021 0.875% 09/30/2026

3.03 4.48
Security Type Sub-Total 4,450,000.00 4,247,422.00 (135,442.31) (160,631.09) 1.24 5.23 U.S. Treasury Bill
US TREASURY BILL 912796YT0 325,000.00 MORGAN_ 99.09 322,033.47 11,113.14 (443.58) DTD 11/03/2022 0.000% 11/02/2023

0.18 5.26
Security Type Sub-Total 325,000.00 322,033.47 11,113.14 (443.58) 0.18 5.26 Municipal Bond / Note
CA ST UNIV TRUSTEES - MUNICIPAL 13077DTD4 170,000.00 BARCLAY 97.93 166,474.20 (3,525.80) (3,525.80) BONDS
DTD 08/09/2023 4.594% 11/01/2027

3.83 5.15
OREGON ST MUNICIPAL BONDS 68607V4M4 285,000.00 CITIGRP 98.38 280,380.15 (4,619.85) (4,619.85) DTD 05/09/2023 4.046% 04/01/2028

4.17 4.44
CONNECTICUT ST-A-TXBL MUNICIPAL 20772KTK5 95,000.00 MORGAN_ 98.99 94,040.50 (959.50) (959.50) BONDS
DTD 06/22/2023 4.506% 05/15/2028

4.26 4.75
Security Type Sub-Total 550,000.00 540,894.85 (9,105.15) (9,105.15) 4.08 4.71 Federal Agency Discount Note
Account 35300000 Page 18

6.A.a
Packet Pg. 30
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Federal Agency Discount Note
FEDERAL HOME LOAN BANKS DISC NOTE 313384NH8 2,000,000.00 MORGAN_ 99.20 1,984,080.51 69,087.18 (2,442.82) DTD 10/24/2022 0.000% 10/23/2023

0.15 5.45
Security Type Sub-Total 2,000,000.00 1,984,080.51 69,087.18 (2,442.82) 0.15 5.45 Federal Agency Commercial Mortgage-Backed Security
FHMS K733 A2 3137FJXQ7 408,164.29 PNC 97.08 396,234.33 (619.73) (887.89) DTD 11/09/2018 3.750% 08/01/2025

1.77 5.36
FHMS K734 A2 3137FLN34 355,000.00 JPM_CHA 95.70 339,718.32 (3,411.37) (4,933.20) DTD 04/18/2019 3.208% 02/01/2026

2.07 5.10
FHMS K735 A2 3137FMU67 541,534.20 BARCLAY 94.55 512,007.31 257.50 (224.35) DTD 07/01/2019 2.862% 05/01/2026

2.38 5.05
FHMS K061 A2 3137BTUM1 280,000.00 CITIGRP 95.21 266,581.77 (4,799.48) (5,485.14) DTD 01/30/2017 3.347% 11/01/2026

2.84 4.98
FHMS K063 A2 3137BVZ82 400,000.00 CANT_FI 95.21 380,828.73 (7,608.77) (8,494.15) DTD 03/01/2017 3.430% 01/01/2027

3.01 4.99
FNA 2017-M7 A2 3136AV7G8 355,157.80 KEYBANC 93.83 333,258.16 (7,041.28) (8,353.59) DTD 06/30/2017 2.961% 02/01/2027

3.07 4.92
FHMS K064 A2 3137BXQY1 425,000.00 MORGAN_ 94.43 401,322.34 427.81 166.40 DTD 05/15/2017 3.224% 03/01/2027

3.14 4.96
FHLMC MULTIFAMILY STRUCTURED P 3137F1G44 410,000.00 CITIGRP 94.45 387,240.24 (5,639.06) (6,625.84) DTD 07/01/2017 3.243% 04/01/2027

3.28 4.94
FNA 2017-M15 A2 3136AY6X6 415,719.04 MORGAN_ 93.45 388,485.66 (10,961.87) (12,091.55) DTD 12/29/2017 3.060% 09/01/2027

3.38 3.27
FHMS K743 A2 3137H14B9 445,000.00 PNC 87.24 388,221.78 (1,257.52) (1,805.95) DTD 06/30/2021 1.770% 05/01/2028

4.37 4.83
FHMS KJ46 A1 3137HAD45 319,845.72 JPM_CHA 99.12 317,045.92 (2,791.80) (2,791.96) DTD 07/01/2023 4.777% 06/01/2028

3.36 4.98
FHMS K505 A2 3137HACX2 400,000.00 JPM_CHA 99.77 399,078.04 (4,917.16) (4,820.54) DTD 07/01/2023 4.819% 06/01/2028

4.12 4.87
FNA 2023-M6 A2 3136BQDE6 400,000.00 JPM_CHA 96.84 387,375.31 (5,843.44) (5,964.20) DTD 07/01/2023 4.190% 07/01/2028

4.28 4.92
Security Type Sub-Total 5,155,421.05 4,897,397.91 (54,206.17) (62,311.96) 3.16 4.86 Account 35300000 Page 19

6.A.a
Packet Pg. 31
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Federal Agency Bond / Note
FEDERAL HOME LOAN BANK NOTES 3130ATVC8 750,000.00 NOMURA 99.61 747,060.75 (3,951.75) (3,520.42) DTD 11/07/2022 4.875% 06/14/2024

0.78 5.38
FEDERAL HOME LOAN BANK NOTES 3130ATVD6 750,000.00 AMHERST 99.52 746,371.50 (6,216.00) (5,283.45) DTD 11/07/2022 4.875% 09/13/2024

1.00 5.36
FEDERAL HOME LOAN BANK NOTES 3130ATUR6 750,000.00 MERRILL 99.20 744,012.75 (7,419.75) (6,972.36) DTD 11/04/2022 4.625% 12/13/2024

1.25 5.27
FEDERAL HOME LOAN BANK NOTES 3130AMTZ5 2,000,000.00 DIRECT 09/28/23 90.93 1,818,610.00 (179,503.00) (180,419.85) (CALLABLE)
DTD 06/28/2021 0.750% 11/28/2025

0.12 5.08
FEDERAL HOME LOAN BANK NOTES 3130ALFS8 2,000,000.00 DIRECT 09/10/23 90.34 1,806,722.00 (183,308.00) (188,254.82) (CALLABLE)
DTD 03/10/2021 0.800% 03/10/2026

0.07 4.91
FEDERAL HOME LOAN BANK NOTES 3130AL5A8 385,000.00 TD 11/26/23 87.63 337,357.41 (4,884.49) (8,732.72) (CALLABLE)
DTD 02/26/2021 0.900% 02/26/2027

0.27 4.79
Security Type Sub-Total 6,635,000.00 6,200,134.41 (385,282.99) (393,183.62) 0.43 5.11 Corporate Note
BURLINGTN NORTH SANTA FE CORP 12189LAY7 275,000.00 MKTX 06/01/25 97.19 267,263.70 (2,984.30) (3,682.96)

NOTES (CAL
DTD 08/20/2015 3.650% 09/01/2025

1.68 5.15
AMERICAN HONDA FINANCE CORPORATE 02665WDN8 200,000.00 JSEB 91.66 183,322.20 (855.80) (2,935.69) NOTES
DTD 09/10/2020 1.000% 09/10/2025

2.00 5.40
COMCAST CORP CORP NOTES (CALLABLE) 20030NCS8 100,000.00 JSEB 08/15/25 97.42 97,421.20 (1,320.80) (1,479.65) DTD 10/05/2018 3.950% 10/15/2025

1.87 5.25
AIR PRODUCTS & CHEMICALS CORP NOTES 009158BB1 275,000.00 BARCLAY 09/15/25 92.70 254,922.53 (1,723.97) (4,290.61) (CAL
DTD 04/30/2020 1.500% 10/15/2025

2.01 5.17
BANK OF NY MELLON CORP NOTES 06406HCQ0 175,000.00 JSEB 10/18/25 96.83 169,445.15 (1,689.10) (2,238.42) (CALLABLE)
DTD 11/18/2013 3.950% 11/18/2025

2.04 5.49
Account 35300000 Page 20

6.A.a
Packet Pg. 32
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Corporate Note
AUST & NZ BANKING GRP NY CORPORATE 05254JAA8 250,000.00 NOMURA 99.51 248,768.25 (3,026.75) (2,785.04) NOTES
DTD 12/08/2022 5.088% 12/08/2025

2.15 5.32
VISA INC (CALLABLE) CORP NOTES 92826CAD4 250,000.00 GOLDMAN 09/14/25 95.85 239,629.00 46.50 (2,520.27) DTD 12/14/2015 3.150% 12/14/2025

1.98 5.09
VISA INC (CALLABLE) CORP NOTES 92826CAD4 275,000.00 MKTX 09/14/25 95.85 263,591.90 (108.35) (512.84) DTD 12/14/2015 3.150% 12/14/2025

1.98 5.09
MORGAN STANLEY CORPORATE NOTES 61746BDZ6 150,000.00 JPM_CHA 96.22 144,323.85 (1,972.65) (2,427.27) DTD 01/27/2016 3.875% 01/27/2026

2.31 5.57
COMMONWEALTH BK AUSTR NY 20271RAR1 250,000.00 TD 100.32 250,797.75 (3,274.75) (2,775.84)

CORPORATE NOTES
DTD 03/13/2023 5.316% 03/13/2026

2.35 5.18
AMAZON INC CORP NOTES (CALLABLE) 023135BX3 400,000.00 CSFB 04/12/26 90.30 361,188.00 5,836.00 (4,054.38) DTD 05/12/2021 1.000% 05/12/2026

2.58 4.88
CATERPILLAR FINL SERVICE CORPORATE 14913UAA8 200,000.00 SOCGEN 98.42 196,842.20 (3,063.80) (3,073.15) NOTES
DTD 05/15/2023 4.350% 05/15/2026

2.55 4.98
TOYOTA MOTOR CREDIT CORP CORP 89236TKT1 150,000.00 MORGAN_ 98.57 147,857.10 (2,055.90) (2,064.31) NOTES
DTD 05/18/2023 4.450% 05/18/2026

2.56 5.02
NATIONAL RURAL UTIL COOP CORP NOTES 63743HEW8 200,000.00 JSEB 05/15/26 89.32 178,639.40 895.40 (1,710.46) (CAL
DTD 02/24/2021 1.000% 06/15/2026

2.67 5.16
BANK OF NEW YORK MELLON CORP NOTES 06406RBJ5 200,000.00 TD 07/24/25 97.66 195,321.40 (1,400.60) (1,714.66) (CALL
DTD 07/26/2022 4.414% 07/24/2026

1.84 5.29
STATE STREET CORP NOTES (CALLABLE) 857477CD3 80,000.00 JPM_CHA 100.04 80,031.20 2.40 3.16 DTD 08/03/2023 5.272% 08/03/2026

2.74 5.26
STATE STREET CORP NOTES (CALLABLE) 857477CD3 165,000.00 MORGAN_ 100.04 165,064.35 64.35 64.35 DTD 08/03/2023 5.272% 08/03/2026

2.74 5.26
CATERPILLAR FINANCIAL SERVICES CORP 14912L6T3 125,000.00 JSEB 93.13 116,411.13 (175.12) (697.30) CORP
DTD 08/09/2016 2.400% 08/09/2026

2.85 4.94
Account 35300000 Page 21

6.A.a
Packet Pg. 33
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Corporate Note
BANK OF AMERICA NA CORPORATE NOTES 06428CAA2 425,000.00 MERRILL 100.52 427,212.13 2,212.13 2,212.13 DTD 08/18/2023 5.526% 08/18/2026

2.77 5.33
HOME DEPOT INC CORP (CALLABLE) 437076BN1 180,000.00 MORGAN_ 06/15/26 92.17 165,911.04 2,289.24 (17.91) NOTES
DTD 09/15/2016 2.125% 09/15/2026

2.69 4.93
JPMORGAN CHASE & CO CORP NOTES 46625HRV4 400,000.00 TD 07/01/26 93.34 373,356.80 (5,191.20) (7,131.93) DTD 07/21/2016 2.950% 10/01/2026

2.70 5.32
WELLS FARGO & COMPANY CORPORATE 949746SH5 120,000.00 WELLS_F 92.49 110,988.36 (1,449.24) (2,121.45) NOTES
DTD 10/25/2016 3.000% 10/23/2026

2.99 5.64
WELLS FARGO & COMPANY CORPORATE 949746SH5 180,000.00 RBC 92.49 166,482.54 (2,319.66) (3,497.92) NOTES
DTD 10/25/2016 3.000% 10/23/2026

2.99 5.64
TRUIST FINANCIAL CORP NOTES 89788MAJ1 125,000.00 MKTX 10/28/25 100.08 125,094.25 (1,370.75) (991.75) (CALLABLE)
DTD 10/28/2022 5.900% 10/28/2026

2.02 5.87
NIKE INC CORP NOTES (CALLABLE) 654106AF0 275,000.00 GOLDMAN 08/01/26 92.61 254,685.20 (6,135.80) (7,458.14) DTD 10/21/2016 2.375% 11/01/2026

2.81 4.92
STATE STREET CORP NOTES (CALLABLE) 857477BX0 175,000.00 GOLDMAN 11/04/25 100.39 175,677.78 (2,428.47) (1,630.13) DTD 11/04/2022 5.751% 11/04/2026

2.04 5.61
COMCAST CORP CORP NOTES (CALLABLE) 20030NBW0 100,000.00 JSEB 10/15/26 91.77 91,773.40 (1,353.60) (1,926.35) DTD 07/19/2016 2.350% 01/15/2027

3.02 5.03
MORGAN STANLEY 61746BEF9 125,000.00 MERRILL 94.53 118,163.88 (207.37) (1,413.00) DTD 01/20/2017 3.625% 01/20/2027

3.20 5.41
BANK OF NY MELLON CORP (CALLABLE) 06406RBA4 175,000.00 MORGAN_ 12/26/26 90.31 158,036.03 891.28 (2,343.37) CORPOR
DTD 01/26/2022 2.050% 01/26/2027

3.22 5.19
NORTHERN TRUST CORP NOTE (CALLABLE) 665859AW4 200,000.00 JSEB 04/10/27 96.01 192,027.80 (3,338.20) (3,693.93) DTD 05/10/2022 4.000% 05/10/2027

3.35 5.20
PNC FINANCIAL SERVICES CORP NOTES 693475AT2 185,000.00 CITIGRP 04/19/27 92.62 171,352.37 (508.93) (2,737.60) (CALLA
DTD 05/19/2017 3.150% 05/19/2027

3.42 5.36
Account 35300000 Page 22

6.A.a
Packet Pg. 34
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Corporate Note
TRUIST FINANCIAL CORP NOTES 89788MAC6 125,000.00 SUSQ 06/03/27 84.47 105,592.50 337.50 (2,843.45) (CALLABLE)
DTD 08/03/2020 1.125% 08/03/2027

3.68 5.58
INTEL CORP NOTES (CALLABLE) 458140BY5 185,000.00 JPM_CHA 07/05/27 95.52 176,706.45 (1,489.25) (2,590.82) DTD 08/05/2022 3.750% 08/05/2027

3.60 5.02
TEXAS INSTRUMENTS INC CORP NOTES 882508BC7 175,000.00 STIFEL 08/03/27 93.01 162,760.68 157.68 (1,737.36) (CALLAB
DTD 11/03/2017 2.900% 11/03/2027

3.69 4.77
TOYOTA MOTOR CREDIT CORP 89236TKL8 125,000.00 MKTX 101.81 127,262.38 (687.62) (238.42)

CORPORATE NOTES
DTD 11/10/2022 5.450% 11/10/2027

3.75 4.96
UNITED PARCEL SERVICE CORP NOTES 911312BM7 90,000.00 TD 08/15/27 93.65 84,280.95 (371.25) (904.15) (CALLAB
DTD 11/14/2017 3.050% 11/15/2027

3.72 4.73
STATE STREET CORP NOTE (CALLABLE) 857477BQ5 185,000.00 MERRILL 11/18/26 89.97 166,439.51 2,949.46 (311.42) DTD 11/18/2021 1.684% 11/18/2027

3.12 4.31
JPMORGAN CHASE & CO CORP NOTES 46625HRY8 200,000.00 JSEB 02/01/27 94.40 188,805.00 (2,237.00) (2,818.28) (CALLABLE
DTD 02/01/2017 3.782% 02/01/2028

3.22 5.22
TEXAS INSTRUMENTS INC CORP NOTE 882508BV5 85,000.00 BARCLAY 01/15/28 99.47 84,545.42 92.82 37.78 (CALLABL
DTD 11/18/2022 4.600% 02/15/2028

4.00 4.73
BRISTOL-MYERS SQUIBB CO CORP NOTES 110122DE5 85,000.00 JSEB 11/20/27 95.97 81,574.16 (934.49) (1,169.39) (CALL
DTD 07/15/2020 3.900% 02/20/2028

3.92 4.91
MASTERCARD INC CORP NOTES 57636QAW4 165,000.00 GOLDMAN 02/09/28 100.30 165,493.52 (854.53) (727.33) (CALLABLE)
DTD 03/09/2023 4.875% 03/09/2028

3.96 4.80
NATIONAL RURAL UTIL COOP CORP NOTES 63743HFG2 90,000.00 MKTX 02/15/28 98.67 88,801.92 (2,080.98) (2,016.16) (CAL
DTD 12/16/2022 4.800% 03/15/2028

3.97 5.13
WALMART INC CORPORATE NOTES 931142FB4 85,000.00 MIZUHO 03/15/28 96.86 82,331.34 (2,512.26) (2,523.92) (CALLABLE)
DTD 04/18/2023 3.900% 04/15/2028

4.21 4.66
Account 35300000 Page 23

6.A.a
Packet Pg. 35
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Corporate Note
HERSHEY COMPANY CORP NOTES 427866BH0 70,000.00 MERRILL 04/04/28 98.39 68,869.71 (1,030.19) (1,036.76)

CALLABLE
DTD 05/04/2023 4.250% 05/04/2028

4.16 4.64
HERSHEY COMPANY CORP NOTES 427866BH0 190,000.00 GOLDMAN 04/04/28 98.39 186,932.07 (2,965.33) (2,972.07)

CALLABLE
DTD 05/04/2023 4.250% 05/04/2028

4.16 4.64
AMAZON INC CORP NOTES (CALLABLE) 023135BY1 250,000.00 MKTX 03/12/28 87.25 218,117.50 (3,890.00) (5,606.02) DTD 05/12/2021 1.650% 05/12/2028

4.35 4.71
LOCKHEED MARTIN CORP NOTES 539830BZ1 30,000.00 BARCLAY 04/15/28 98.36 29,508.42 (437.58) (440.52) (CALLABLE)
DTD 05/25/2023 4.450% 05/15/2028

4.25 4.84
LOCKHEED MARTIN CORP NOTES 539830BZ1 85,000.00 GOLDMAN 04/15/28 98.36 83,607.19 (1,086.81) (1,101.56) (CALLABLE)
DTD 05/25/2023 4.450% 05/15/2028

4.25 4.84
GENERAL DYNAMICS CORP NOTES 369550BC1 150,000.00 JPM_CHA 02/15/28 95.51 143,270.70 (3,366.30) (3,563.47) (CALLABLE)
DTD 05/11/2018 3.750% 05/15/2028

4.09 4.83
META PLATFORMS INC COPR NOTES 30303M8L9 195,000.00 JPM_CHA 04/15/28 98.92 192,901.80 (2,390.70) (2,376.21) (CALLABLE)
DTD 05/03/2023 4.600% 05/15/2028

4.22 4.86
AUTOMATIC DATA PROCESSNG CORP 053015AG8 200,000.00 JPM_CHA 03/15/28 87.44 174,879.40 (5,732.60) (6,889.30)

NOTES (CAL
DTD 05/14/2021 1.700% 05/15/2028

4.35 4.70
MERCK & CO INC CORP NOTES CALLABLE 58933YBH7 120,000.00 CITIGRP 04/17/28 97.40 116,874.36 (3,028.44) (3,034.13) DTD 05/17/2023 4.050% 05/17/2028

4.21 4.67
NATIONAL AUSTRALIA BK/NY CORPORATE 63253QAE4 290,000.00 TD 98.40 285,361.45 (4,142.65) (4,164.36) NOTES
DTD 06/13/2023 4.900% 06/13/2028

4.28 5.28
AMERICAN HONDA FINANCE CORPORATE 02665WEM9 100,000.00 CITIGRP 99.92 99,917.50 (38.50) (39.85) NOTES
DTD 07/07/2023 5.125% 07/07/2028

4.33 5.14
JOHN DEERE CAPITAL CORP CORPORATE 24422EXB0 85,000.00 CITIGRP 100.19 85,162.27 288.92 285.52 NOTES
DTD 07/14/2023 4.950% 07/14/2028

4.36 4.90
Account 35300000 Page 24

6.A.a
Packet Pg. 36
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Corporate Note
BANK OF AMERICA CORP NOTES 06051GGR4 175,000.00 MKTX 07/21/27 93.03 162,797.25 (264.25) (474.50) (CALLABLE)
DTD 07/21/2017 3.593% 07/21/2028

3.64 5.23
PACCAR FINANCIAL CORP CORPORATE 69371RS64 200,000.00 MITSU 100.44 200,884.60 1,200.60 1,196.79 NOTES
DTD 08/10/2023 4.950% 08/10/2028

4.44 4.85
Security Type Sub-Total 10,120,000.00 9,655,279.94 (70,231.56) (119,706.05) 3.04 5.11 Commercial Paper
MUFG BANK LTD/NY COMM PAPER 62479LC45 600,000.00 MITSU 97.09 582,540.60 833.93 (192.74) DTD 06/13/2023 0.000% 03/04/2024

0.56 5.80
COOPERATIEVE RABOBANK UA COMM 21687AC43 800,000.00 RBC 97.11 776,848.80 6,732.80 (211.20) PAPER
DTD 06/07/2023 0.000% 03/04/2024

0.53 5.77
NATIXIS NY BRANCH COMM PAPER 63873JCK4 400,000.00 NATIXIS 96.82 387,298.40 3,852.40 (301.60) DTD 06/23/2023 0.000% 03/19/2024

0.57 5.87
NATIXIS NY BRANCH COMM PAPER 63873JCK4 410,000.00 NATIXIS 96.82 396,980.86 3,253.76 (104.14) DTD 06/23/2023 0.000% 03/19/2024

0.57 5.87
JP MORGAN SECURITIES LLC COMM PAPER 46640PD26 400,000.00 JPM_CHA 96.53 386,119.60 2,732.93 (564.85) DTD 07/07/2023 0.000% 04/02/2024

0.61 6.02
CREDIT AGRICOLE CIB NY COMM PAPER 22533TDW3 815,000.00 CREDAG 96.15 783,585.01 2,253.34 (899.13) DTD 08/04/2023 0.000% 04/30/2024

0.69 5.94
PRUDENTIAL FUNDING LLC COMM PAPER 74433GEH5 615,000.00 PRUD 95.90 589,786.23 233.56 (436.11) DTD 08/23/2023 0.000% 05/17/2024

0.73 5.92
Security Type Sub-Total 4,040,000.00 3,903,159.50 19,892.72 (2,709.77) 0.61 5.88 Certificate of Deposit
BNP PARIBAS NY BRANCH CERT DEPOS 05586FD53 790,000.00 JPM_CHA 99.96 789,703.77 (292.33) (293.17) DTD 07/20/2023 5.820% 02/01/2024

0.44 5.87
TORONTO DOMINION BANK NY CERT 89115BRL6 600,000.00 TD 100.03 600,187.49 187.49 187.49 DEPOS
DTD 07/10/2023 6.030% 07/05/2024

0.87 5.94
Account 35300000 Page 25

6.A.a
Packet Pg. 37
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Certificate of Deposit
WESTPAC BANKING CORP NY CERT DEPOS 96130AUL0 800,000.00 RBC 99.90 799,162.92 (801.06) (803.55) DTD 08/02/2023 5.850% 08/02/2024

0.94 5.94
BANK OF MONTREAL CHICAGO CERT 06367DC60 590,000.00 BMO 100.02 590,093.50 93.50 93.50 DEPOS
DTD 08/18/2023 5.970% 08/16/2024

0.98 5.94
GOLDMAN SACHS BANK USA CERT DEPOS 38149MZY2 250,000.00 DIRECT 95.28 238,200.75 (11,062.25) (11,539.05) DTD 09/22/2021 0.650% 09/23/2024

1.06 5.28
SALLIE MAE BANK/SALT LKE CERT DEPOS 795451AW3 250,000.00 DIRECT 95.33 238,328.25 (10,934.75) (11,411.55) DTD 09/22/2021 0.700% 09/23/2024

1.06 5.28
BMW BANK NORTH AMERICA CERT DEPOS 05580AE26 250,000.00 DIRECT 95.27 238,165.75 (11,097.25) (11,573.62) DTD 09/24/2021 0.650% 09/24/2024

1.06 5.28
COOPERAT RABOBANK UA/NY CERT DEPOS 21684LGS5 400,000.00 RABOBAN 97.85 391,384.00 (8,616.00) (8,616.00) DTD 07/20/2023 5.080% 07/17/2026

2.70 5.90
Security Type Sub-Total 3,930,000.00 3,885,226.43 (42,522.65) (43,955.95) 1.03 5.80 Bank Note
WELLS FARGO BANK NA BANK NOTES 94988J6D4 335,000.00 WELLS_F 07/07/26 100.42 336,403.32 1,430.12 1,429.56 (CALLABLE
DTD 08/09/2023 5.450% 08/07/2026

2.74 5.29
Security Type Sub-Total 335,000.00 336,403.32 1,430.12 1,429.56 2.74 5.29 Asset-Backed Security
HAROT 2023-3 A3 43815QAC1 255,000.00 MERRILL 100.28 255,706.35 758.93 758.61 DTD 08/22/2023 5.410% 02/18/2028

2.13 5.34
BMWOT 2023-A A3 05592XAD2 105,000.00 TD 100.20 105,208.95 227.56 227.06 DTD 07/18/2023 5.470% 02/25/2028

2.00 5.42
DCENT 2023-A1 A 254683CY9 400,000.00 BNP_PAR 97.96 391,850.88 (4,117.87) (4,345.14) DTD 04/11/2023 4.310% 03/15/2028

2.34 4.81
BACCT 2022-A2 A2 05522RDF2 390,000.00 MITSU 99.63 388,551.97 (3,291.39) (3,197.10) DTD 11/23/2022 5.000% 04/15/2028

2.09 5.09
HART 2023-B A3 44933XAD9 130,000.00 BARCLAY 100.47 130,615.12 620.76 620.62 DTD 07/19/2023 5.480% 04/17/2028

2.11 5.36
Account 35300000 Page 26

6.A.a
Packet Pg. 38
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Fair Market Value & Analytics For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Dated Date/Coupon/Maturity CUSIP Par Broker Date Price Value On Cost Amort Cost at Mkt Security Type/Description Next Call Market Market Unreal G/L Unreal G/L Effective YTM Duration
Asset-Backed Security
FORDO 2023-B A3 344930AD4 115,000.00 CITIGRP 99.98 114,982.57 (15.88) (15.94) DTD 06/26/2023 5.230% 05/15/2028

2.24 5.23
AMXCA 2023-1 A 02582JJZ4 145,000.00 RBC 99.45 144,201.54 (785.60) (786.17) DTD 06/14/2023 4.870% 05/15/2028

2.47 5.00
WOART 2023-A A3 98164JAD6 180,000.00 BNP_PAR 98.70 177,658.87 (365.35) (384.71) DTD 02/15/2023 4.830% 05/15/2028

1.92 5.14
ALLYA 2023-1 A3 02007WAC2 215,000.00 MERRILL 100.31 215,663.90 700.56 699.64 DTD 07/19/2023 5.460% 05/15/2028

2.18 5.39
COMET 2023-A1 A 14041NGD7 390,000.00 RBC 98.19 382,946.46 (6,964.11) (6,969.03) DTD 05/24/2023 4.420% 05/15/2028

2.49 4.85
WOART 2023-A A3 98164JAD6 400,000.00 MITSU 98.70 394,797.48 (5,358.77) (5,350.01) DTD 02/15/2023 4.830% 05/15/2028

1.92 5.14
DCENT 2023-A2 A 254683CZ6 270,000.00 MERRILL 99.46 268,528.69 (1,434.83) (1,436.14) DTD 06/28/2023 4.930% 06/15/2028

2.54 5.06
GMCAR 2023-3 A3 36267KAD9 125,000.00 WELLS_F 100.49 125,614.83 619.65 619.53 DTD 07/19/2023 5.450% 06/16/2028

2.23 5.33
FITAT 2023-1 A3 31680EAD3 280,000.00 JPM_CHA 100.19 280,518.34 535.70 535.61 DTD 08/23/2023 5.530% 08/15/2028

2.20 5.49
Security Type Sub-Total 3,400,000.00 3,376,845.95 (18,870.64) (19,023.17) 2.21 5.14 Managed Account Sub-Total 40,940,421.05 39,348,878.29 (614,138.31) (812,083.60) 1.78 5.25 Total Investments $39,542,780.45
$193,902.16
$39,348,878.29
Accrued Interest
Securities Sub-Total $40,940,421.05 ($614,138.31) ($812,083.60) 1.78 5.25% Account 35300000 Page 27

6.A.a
Packet Pg. 39
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Security Transactions & Interest For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Transaction Type
Trade Settle Security Description CUSIP Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method
BUY
08/09/23 CA ST UNIV TRUSTEES - MUNICIPAL
BONDS
DTD 08/09/2023 4.594% 11/01/2027
07/20/23 13077DTD4 170,000.00 (170,000.00) 0.00 (170,000.00) 08/01/23 VISA INC (CALLABLE) CORP NOTES
DTD 12/14/2015 3.150% 12/14/2025
07/28/23 92826CAD4 275,000.00 (263,700.25) (1,130.94) (264,831.19) 08/03/23 STATE STREET CORP NOTES
(CALLABLE)
DTD 08/03/2023 5.272% 08/03/2026
07/31/23 857477CD3 165,000.00 (165,000.00) 0.00 (165,000.00) 08/03/23 US TREASURY NOTES
DTD 02/28/2021 0.500% 02/28/2026
08/01/23 91282CBQ3 750,000.00 (674,619.14) (1,589.67) (676,208.81) 08/03/23 STATE STREET CORP NOTES
(CALLABLE)
DTD 08/03/2023 5.272% 08/03/2026
08/01/23 857477CD3 80,000.00 (80,028.80) 0.00 (80,028.80) 08/09/23 WELLS FARGO BANK NA BANK NOTES
(CALLABLE
DTD 08/09/2023 5.450% 08/07/2026
08/02/23 94988J6D4 335,000.00 (334,973.20) 0.00 (334,973.20) 08/10/23 PACCAR FINANCIAL CORP CORPORATE
NOTES
DTD 08/10/2023 4.950% 08/10/2028
08/03/23 69371RS64 200,000.00 (199,684.00) 0.00 (199,684.00) 08/07/23 CREDIT AGRICOLE CIB NY COMM
PAPER
DTD 08/04/2023 0.000% 04/30/2024
08/04/23 22533TDW3 815,000.00 (781,331.67) 0.00 (781,331.67) 08/07/23 WESTPAC BANKING CORP NY CERT
DEPOS
DTD 08/02/2023 5.850% 08/02/2024
08/04/23 96130AUL0 800,000.00 (799,963.98) (650.00) (800,613.98) 08/15/23 FHMS K733 A2
DTD 11/09/2018 3.750% 08/01/2025
08/10/23 3137FJXQ7 408,164.29 (396,854.06) (595.24) (397,449.30) 08/15/23 FHMS K743 A2
DTD 06/30/2021 1.770% 05/01/2028
08/10/23 3137H14B9 445,000.00 (389,479.30) (306.31) (389,785.61) 08/15/23 WOART 2023-A A3
DTD 02/15/2023 4.830% 05/15/2028
08/11/23 98164JAD6 180,000.00 (178,024.22) 0.00 (178,024.22) 08/16/23 FHMS K735 A2
DTD 07/01/2019 2.862% 05/01/2026
08/11/23 3137FMU67 541,534.20 (511,749.81) (645.78) (512,395.59) Account 35300000 Page 28

6.A.a
Packet Pg. 40
Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Security Transactions & Interest For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Transaction Type
Trade Settle Security Description CUSIP Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method
BUY
08/18/23 BANK OF AMERICA NA CORPORATE
NOTES
DTD 08/18/2023 5.526% 08/18/2026
08/14/23 06428CAA2 425,000.00 (425,000.00) 0.00 (425,000.00) 08/22/23 HAROT 2023-3 A3
DTD 08/22/2023 5.410% 02/18/2028
08/15/23 43815QAC1 255,000.00 (254,947.42) 0.00 (254,947.42) 08/23/23 FITAT 2023-1 A3
DTD 08/23/2023 5.530% 08/15/2028
08/15/23 31680EAD3 280,000.00 (279,982.64) 0.00 (279,982.64) 08/18/23 FHMS K064 A2
DTD 05/15/2017 3.224% 03/01/2027
08/16/23 3137BXQY1 425,000.00 (400,894.53) (647.04) (401,541.57) 08/18/23 BANK OF MONTREAL CHICAGO CERT
DEPOS
DTD 08/18/2023 5.970% 08/16/2024
08/17/23 06367DC60 590,000.00 (590,000.00) 0.00 (590,000.00) 08/21/23 MUFG BANK LTD/NY COMM PAPER
DTD 06/13/2023 0.000% 03/04/2024
08/18/23 62479LC45 600,000.00 (581,706.67) 0.00 (581,706.67) 08/25/23 PRUDENTIAL FUNDING LLC COMM
PAPER
DTD 08/23/2023 0.000% 05/17/2024
08/23/23 74433GEH5 615,000.00 (589,552.67) 0.00 (589,552.67) Transaction Type Sub-Total 8,354,698.49 (8,067,492.36) (5,564.98) (8,073,057.34)

INTEREST
08/01/23 JPMORGAN CHASE & CO CORP NOTES
(CALLABLE
DTD 02/01/2017 3.782% 02/01/2028
08/01/23 46625HRY8 200,000.00 0.00 3,782.00 3,782.00
08/01/23 08/01/23 MONEY MARKET FUND MONEY0002 0.00 0.00 2,413.24 2,413.24 08/25/23 FNA 2017-M7 A2
DTD 06/30/2017 2.961% 02/01/2027
08/01/23 3136AV7G8 355,637.92 0.00 877.54 877.54
08/25/23 FHLMC MULTIFAMILY STRUCTURED P
DTD 07/01/2017 3.243% 04/01/2027
08/01/23 3137F1G44 410,000.00 0.00 1,108.03 1,108.03
08/25/23 FHMS K505 A2
DTD 07/01/2023 4.819% 06/01/2028
08/01/23 3137HACX2 400,000.00 0.00 1,606.33 1,606.33
08/25/23 FHMS K734 A2
DTD 04/18/2019 3.208% 02/01/2026
08/01/23 3137FLN34 355,000.00 0.00 949.03 949.03
08/25/23 FHMS K061 A2
DTD 01/30/2017 3.347% 11/01/2026
08/01/23 3137BTUM1 280,000.00 0.00 780.97 780.97
Account 35300000 Page 29

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Security Transactions & Interest For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Transaction Type
Trade Settle Security Description CUSIP Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method

INTEREST
08/25/23 FHMS KJ46 A1
DTD 07/01/2023 4.777% 06/01/2028
08/01/23 3137HAD45 320,000.00 0.00 1,273.87 1,273.87
08/25/23 FNA 2017-M15 A2
DTD 12/29/2017 3.060% 09/01/2027
08/01/23 3136AY6X6 416,199.43 0.00 1,061.16 1,061.16
08/25/23 FHMS K063 A2
DTD 03/01/2017 3.430% 01/01/2027
08/01/23 3137BVZ82 400,000.00 0.00 1,143.33 1,143.33
08/25/23 FNA 2023-M6 A2
DTD 07/01/2023 4.190% 07/01/2028
08/01/23 3136BQDE6 400,000.00 0.00 1,396.67 1,396.67
08/03/23 TRUIST FINANCIAL CORP NOTES
(CALLABLE)
DTD 08/03/2020 1.125% 08/03/2027
08/03/23 89788MAC6 125,000.00 0.00 703.13 703.13
08/05/23 INTEL CORP NOTES (CALLABLE)
DTD 08/05/2022 3.750% 08/05/2027
08/05/23 458140BY5 185,000.00 0.00 3,468.75 3,468.75
08/09/23 CATERPILLAR FINANCIAL SERVICES

CORP CORP
DTD 08/09/2016 2.400% 08/09/2026
08/09/23 14912L6T3 125,000.00 0.00 1,500.00 1,500.00
08/13/23 BANK OF AMERICA CORP (CALLABLE)

CORPORAT
DTD 02/13/2020 2.015% 02/13/2026
08/13/23 06051GHY8 185,000.00 0.00 1,863.88 1,863.88
08/15/23 AMXCA 2023-1 A
DTD 06/14/2023 4.870% 05/15/2028
08/15/23 02582JJZ4 145,000.00 0.00 588.46 588.46
08/15/23 HART 2023-B A3
DTD 07/19/2023 5.480% 04/17/2028
08/15/23 44933XAD9 130,000.00 0.00 514.51 514.51
08/15/23 DCENT 2023-A2 A
DTD 06/28/2023 4.930% 06/15/2028
08/15/23 254683CZ6 270,000.00 0.00 1,109.25 1,109.25
08/15/23 WOART 2023-A A3
DTD 02/15/2023 4.830% 05/15/2028
08/15/23 98164JAD6 400,000.00 0.00 1,610.00 1,610.00
08/15/23 ALLYA 2023-1 A3
DTD 07/19/2023 5.460% 05/15/2028
08/15/23 02007WAC2 215,000.00 0.00 847.82 847.82
08/15/23 DCENT 2023-A1 A
DTD 04/11/2023 4.310% 03/15/2028
08/15/23 254683CY9 400,000.00 0.00 1,436.67 1,436.67
08/15/23 COMET 2023-A1 A
DTD 05/24/2023 4.420% 05/15/2028
08/15/23 14041NGD7 390,000.00 0.00 1,436.50 1,436.50
Account 35300000 Page 30

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Security Transactions & Interest For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Transaction Type
Trade Settle Security Description CUSIP Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method

INTEREST
08/15/23 TEXAS INSTRUMENTS INC CORP NOTE
(CALLABL
DTD 11/18/2022 4.600% 02/15/2028
08/15/23 882508BV5 85,000.00 0.00 1,955.00 1,955.00
08/15/23 FORDO 2023-B A3
DTD 06/26/2023 5.230% 05/15/2028
08/15/23 344930AD4 115,000.00 0.00 501.21 501.21
08/15/23 BACCT 2022-A2 A2
DTD 11/23/2022 5.000% 04/15/2028
08/15/23 05522RDF2 390,000.00 0.00 1,625.00 1,625.00
08/16/23 GMCAR 2023-3 A3
DTD 07/19/2023 5.450% 06/16/2028
08/16/23 36267KAD9 125,000.00 0.00 510.94 510.94
08/20/23 BRISTOL-MYERS SQUIBB CO CORP

NOTES (CALL
DTD 07/15/2020 3.900% 02/20/2028
08/20/23 110122DE5 85,000.00 0.00 1,657.50 1,657.50
08/25/23 BMWOT 2023-A A3
DTD 07/18/2023 5.470% 02/25/2028
08/25/23 05592XAD2 105,000.00 0.00 590.31 590.31
08/26/23 FEDERAL HOME LOAN BANK NOTES
(CALLABLE)
DTD 02/26/2021 0.900% 02/26/2027
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08/31/23 US TREASURY NOTES
DTD 08/31/2017 1.875% 08/31/2024
08/31/23 9128282U3 200,000.00 0.00 1,875.00 1,875.00
Transaction Type Sub-Total 7,596,837.35 0.00 41,918.60 41,918.60

MATURITY
08/18/23 MUFG BANK LTD/NY COMM PAPER
DTD 11/29/2022 0.000% 08/18/2023
08/18/23 62479MVJ9 1,000,000.00 1,000,000.00 0.00 1,000,000.00 39,154.44 0.00 Transaction Type Sub-Total 1,000,000.00 1,000,000.00 0.00 1,000,000.00 39,154.44 0.00

PAYDOWNS
08/25/23 FNA 2017-M15 A2
DTD 12/29/2017 3.060% 09/01/2027
08/01/23 3136AY6X6 480.39 480.39 0.00 480.39 18.80 0.00 08/25/23 FHMS KJ46 A1
DTD 07/01/2023 4.777% 06/01/2028
08/01/23 3137HAD45 154.28 154.28 0.00 154.28 0.00 0.00
08/25/23 FNA 2017-M7 A2
DTD 06/30/2017 2.961% 02/01/2027
08/01/23 3136AV7G8 480.12 480.12 0.00 480.12 20.09 0.00 Account 35300000 Page 31

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Security Transactions & Interest For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Transaction Type
Trade Settle Security Description CUSIP Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method
Transaction Type Sub-Total 1,114.79 1,114.79 0.00 1,114.79 38.89 0.00 SELL
08/01/23 WAL MART INC CORP NOTES
(CALLABLE)
DTD 09/17/2021 1.050% 09/17/2026
07/28/23 931142ER0 285,000.00 255,340.05 1,113.88 256,453.93 5,309.55 1,228.87 FIFO 08/03/23 US TREASURY N/B NOTES
DTD 12/31/2021 0.750% 12/31/2023
08/01/23 91282CDR9 400,000.00 392,578.13 277.17 392,855.30 3,156.26 (611.92) FIFO 08/03/23 US TREASURY N/B NOTES
DTD 03/31/2022 2.250% 03/31/2024
08/01/23 91282CEG2 700,000.00 686,027.34 5,379.10 691,406.44 9,078.12 (2,681.53) FIFO 08/07/23 US TREASURY NOTES
DTD 06/30/2019 1.750% 06/30/2024
08/03/23 9128286Z8 225,000.00 217,916.02 406.59 218,322.61 158.21 (1,360.03) FIFO 08/07/23 US TREASURY N/B NOTES
DTD 12/31/2021 0.750% 12/31/2023
08/03/23 91282CDR9 100,000.00 98,179.69 77.45 98,257.14 824.22 (163.22) FIFO 08/07/23 US TREASURY N/B NOTES
DTD 09/30/2021 0.875% 09/30/2026
08/03/23 91282CCZ2 225,000.00 201,260.74 693.90 201,954.64 1,898.44 (2,709.76) FIFO 08/07/23 US TREASURY N/B NOTES
DTD 01/31/2022 0.875% 01/31/2024
08/04/23 91282CDV0 1,625,000.00 1,589,960.94 270.47 1,590,231.41 (14,291.47) (29,938.61) FIFO 08/15/23 US TREASURY N/B NOTES
DTD 03/31/2021 1.250% 03/31/2028
08/11/23 91282CBS9 300,000.00 262,429.69 1,403.69 263,833.38 (7,113.28) (8,734.24) FIFO 08/15/23 US TREASURY NOTES
DTD 02/28/2021 0.500% 02/28/2026
08/11/23 91282CBQ3 200,000.00 180,218.75 456.52 180,675.27 320.31 63.69 FIFO 08/15/23 US TREASURY N/B NOTES
DTD 10/31/2021 1.125% 10/31/2026
08/11/23 91282CDG3 200,000.00 180,351.56 654.21 181,005.77 1,945.31 (2,058.53) FIFO 08/15/23 US TREASURY N/B NOTES
DTD 06/15/2022 2.875% 06/15/2025
08/11/23 91282CEU1 315,000.00 303,815.04 1,509.38 305,324.42 (8,824.74) (9,748.68) FIFO 08/16/23 BANK OF AMERICA CORP NOTES
DTD 04/19/2016 3.500% 04/19/2026
08/14/23 06051GFX2 100,000.00 95,216.00 1,137.50 96,353.50 (1,319.00) (1,629.01) FIFO 08/16/23 US TREASURY BILL
DTD 11/03/2022 0.000% 11/02/2023
08/14/23 912796YT0 75,000.00 74,143.63 0.00 74,143.63 2,392.79 (123.90) FIFO 08/16/23 BANK OF AMERICA CORP NOTES
(CALLABLE)
DTD 12/06/2021 1.530% 12/06/2025
08/14/23 06051GKE8 175,000.00 165,054.75 520.63 165,575.38 4,719.75 1,273.08 FIFO 08/16/23 US TREASURY NOTES
DTD 02/28/2021 0.500% 02/28/2026
08/14/23 91282CBQ3 550,000.00 495,214.84 1,262.91 496,477.75 494.14 (270.36) FIFO Account 35300000 Page 32

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023) Managed Account Security Transactions & Interest For the Month Ending August 31, 2023 CITY OF HEALDSBURG - 35300000
Transaction Type
Trade Settle Security Description CUSIP Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method
SELL
08/16/23 BANK OF AMERICA CORP (CALLABLE)

CORPORAT
DTD 02/13/2020 2.015% 02/13/2026
08/14/23 06051GHY8 185,000.00 174,305.15 31.06 174,336.21 939.80 278.06 FIFO 08/18/23 US TREASURY N/B NOTES
DTD 06/15/2022 2.875% 06/15/2025
08/16/23 91282CEU1 400,000.00 384,890.63 2,010.93 386,901.56 (12,112.27) (13,293.69) FIFO 08/21/23 US TREASURY N/B NOTES
DTD 06/15/2022 2.875% 06/15/2025
08/16/23 91282CEU1 400,000.00 385,343.75 2,105.19 387,448.94 (11,659.15) (12,848.73) FIFO 08/18/23 US TREASURY N/B NOTES
DTD 03/15/2022 1.750% 03/15/2025
08/17/23 91282CED9 450,000.00 427,201.17 3,338.32 430,539.49 (17,615.84) (20,072.19) FIFO 08/18/23 US TREASURY N/B NOTES
DTD 06/15/2022 2.875% 06/15/2025
08/17/23 91282CEU1 200,000.00 192,554.69 1,005.46 193,560.15 (5,946.76) (6,537.47) FIFO 08/25/23 US TREASURY N/B NOTES
DTD 03/15/2022 1.750% 03/15/2025
08/23/23 91282CED9 550,000.00 522,478.52 4,263.25 526,741.77 (21,186.72) (24,229.49) FIFO Transaction Type Sub-Total 7,660,000.00 7,284,481.08 27,917.61 7,312,398.69 (68,832.33) (134,167.66) Managed Account Sub-Total 218,103.51 64,271.23 282,374.74 (29,639.00) (134,167.66) Total Security Transactions $218,103.51 $64,271.23 $282,374.74 ($29,639.00) ($134,167.66) Account 35300000 Page 33

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Attachment: Investment Report - Aug 2023 (4193 : Investment Report - August 2023)

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: October 16, 2023
SUBJECT: Proposed Reorganization and Amendment to Authorized Positions to Public Works Department and the City Manager’s Office and Proposed Side Letter Agreement with IAFF, Local 2604
PREPARED BY: Katie Edgar, Finance Director
STRATEGIC INITIATIVE(S):

Provide Effective Governance
RECOMMENDED ACTION(S):

1. Adopt a Resolution establishing the list of authorized positions and rescinding Resolution No. 163-2022; and

2. Adopt a Resolution approving and authorizing the City Manager to execute a Side Letter between the City and the International Association of Fire Fighters Local 2604 establishing a salary range for the Fire Inspector classification and approving the associated Budget Amendment.

COMMUNITY ENGAGEMENT/OUTREACH:

Not applicable.

BACKGROUND:

The City Council is responsible for approving the City’s Authorized Position List. From time to time, City staff recommend changes to the authorized position list based on the operational needs of the City and to ensure the City is doing everything it can to attract and retain the best talent available to serve our community.

In January 2022, the City restructured the Public Works Department in support of an Engineering Maintenance/Operations team and Engineering Capital Improvement Projects (CIP) team. The restructuring of the CIP team originally included a position for Assistant EngineerAssociate Civil Engineer. In November 2022, to boost applicant outcome following several unsuccessful recruitments, the City reclassified the Assistant Engineer-Associate Civil Engineer vacancy to the classification of CIP Project Manager. In December 2022, the Senior Civil Engineer supporting the Engineering Maintenance/Operations team retired. The result was two

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engineering vacancies within Public Works: Project Manager and Senior Civil Engineer. Since December 2022, the city has recruited multiple times for both the Senior Civil Engineer and Project Manager level. In May 2023, the Engineering Operations/Maintenance team hired a Project Manager; the CIP team vacancy remains. Staff is recommending that due to current competition in the engineering market and requirement to be a licensed Professional Engineer (PE), the vacant Senior Civil Engineer position be reclassified as a Senior Project Manager position to assist in recruitment efforts and yield an experienced candidate pool.

In May 2022, the city hired an Assistant City Manager following a successful internal promotion of the Administrative Services Director (ASD). In August 2022, the city restructured the Administrative Services Department, creating a Finance Department and Finance Director, and reorganized the City Manager’s Office to include the Central Services, Information Technology, and Human Resources divisions as reports to the Assistant City Manager, along with the new Finance Director. Over the past year, the Assistant City Manager, Information Technology Manager, and Human Resources Manager have significantly expanded their roles, responsibilities, and projects.

In September 2023, the current Administrative Analyst II within the City Manager’s Office resigned, resulting in a vacancy. The Administrative Analyst II classification also includes Administrative Analyst I as an option to gain experience required to become an Administrative Analyst II. The salary range for the Administrative Analyst I fell off the salary schedule during previous negotiations and is therefore required to be reestablished to move forwards with the recruitment of an Administrative Analyst I.

In July 2023, the City determined that the Fire Inspector classification is not a recognized position under the current IAFF MOU, Local 2604. Current MOU language addressing salary compaction between the Fire Engineer classification and Firefighter does not address the compaction created between the Fire Engineer and Fire Inspector positions. The Fire Inspector classification is an existing authorized position and includes a current incumbent. By way of a Side Letter Agreement, the city and IAFF Local 2604 will reestablish recognition of the position and reestablish the salary schedule.

As a result of these actions, staff is recommending the following actions:
• Reclassify the Senior Civil Engineer to a Senior Project Manager. • Reclassify the Information Technology Manager to Chief Information and Security Officer.
• Reclassify the Human Resources Manager to Chief Human Resources Officer. • Approve and authorize the City Manager to execute a Side Letter agreement between the City and IAFF, Local 2604, establishing a salary range for Fire Inspector. • Approve the authorized position list, corresponding Salary Schedule and corresponding Budget Amendment
DISCUSSION/ANALYSIS:

Public Works Department:

The current organizational structure of Public Works Engineering includes a Maintenance/Operations team, comprised of one Principal Engineer, one Project Manager,

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Public Works Inspector, and one Administrative Technician, and the Capital Improvement Projects team, comprised of one Principal Engineer, one Senior Civil Engineer, one Senior Public Works Inspector, and one Engineering Technician. When Public Works Engineering was restructured in January 2022, the Senior Civil Engineer was originally placed under the Maintenance/Operations team, and the Assistant-Associate Civil Engineer under the CIP team.

The City began recruiting for the vacant CIP Assistant-Associate Civil Engineer position in January 2022. In November 2022, following several months of recruiting, the vacant CIP position was reclassified to Project Manager in an effort to attract a larger applicant pool. In December 2022, the Engineering Maintenance/Operation team’s Senior Civil Engineer retired, resulting in two vacancies within the Public Works Engineering team. Both vacant positions were simultaneously recruited for multiple times. In May 2023, the Project Manager recruitment yielded a qualified candidate with experience relevant to the Engineering Maintenance/Operations team. The authorized Project Manager position, that was originally intended to support CIP, was filled under the Maintenance/Operations team. This action has resulted in a continued CIP vacancy, at the Senior Civil Engineer level. The CIP team vacancy has surpassed 18 months of strategic recruiting at various classification levels. The PW department would benefit and improve efficiency through filling the vacancy. The proposed solution is to reclassify the Senior Civil Engineer to a Senior Project Manager, which will assist recruitment efforts by dropping the PE requirement while still providing the Capital Improvement Projects team a position that performs the desired technical, administrative, and project management support.

City Manager’s Office:

In August 2022, following the restructuring of the Administrative Services Department and establishment of a stand-alone Finance Department, the City Manager’s Office organizational structure includes the following divisions reporting to the Assistant City Manager: Finance, Central Services, Information Technology, and Human Resources. As projects within the City continue to grow, the Information Technology and Human Resources divisions under the City Manager’s Office have significantly expanded upon assigned roles and responsibilities.

Reclassifying the Information Technology Manager into Chief Information and Security Officer aligns with the increased responsibility to oversee all activities and operations within the Information Technology division, development of the city network security program, and technological advancements impacting the city and community. Reclassifying the Human Resources Manager into Chief Human Resources Officer aligns with the increased responsibility to oversee all activities and operations within the Human Resources division, including increased labor relations and negotiations activities, performance management, and expanded recruitment and retention efforts. The Chief Human Resources Officer will be designated as an unrepresented and confidential position, due to increased involvement with employer-employee relations duties. Staff believe the changes in title and duty statement for the Chief Information and Security Officer and Chief Human Resources Officer appropriately reflect the complexities and responsibilities of each position.

In addition to the growth within the Information Technology and Human Resources divisions, the Assistant City Manager (ACM) position has expanded upon the initial scope of responsibilities. The Assistant City Manager position that was vacated in 2020, did not previously manage the same quantity of direct reports. Upon appointment, and following the

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restructuring of the Administrative Services Department, the hired ACM retained one department and three divisions as direct reports. The position also serves as the City’s Risk Manager and manages several Council priority projects, including the Climate Mobilization Strategy, the Diversity, Equity, and Inclusion Plan, and Cannabis Business Process implementation. The City Manager recommends a salary range adjustment to the ACM position to align with regional comparables given the increased responsibilities and organizational oversight the position has absorbed.

Following the departure of the City Manager’s Office Administrative Analyst II in September 2023, the city proposes filling the vacancy at the Administrative Analyst I classification.

Administrative Analyst I is the entry-level position of the series and will focus on supporting the City Manager’s Office and City Clerk/PIO with day-to-day administrative projects and creative social media support. Posting as an entry-level position reduces barriers to entry, which opens the candidate pool. The Administrative Analyst I position has not been used in many years and is not included in the City Salary Schedule. The city has met and conferred with the MidManagement and Professionals Employee Association (MMPEA) and agreed to set the salary range 10% below the Administrative Analyst II.

Fire Department
The current organizational structure of the Fire Department includes one Fire Chief, one Fire Marshal/Division Chief, three Fire Captains, three Fire Engineers, one Fire Inspector, three Firefighters, and one Office Assistant. The fire prevention program is comprised of the Fire Marshal/Division Chief and the Fire Inspector. The Fire Inspector classification is unique; in addition to prevention duties, the classification also includes duties of the Fire Engineer. Due to the combined duties, the Fire Inspector salary range is designated 5% above the Fire Engineer classification. Under the current IAFF MOU, language exists that provides 5% increase to the Fire Engineer classification as an adjustment to address salary compaction with the Firefighter yet created compaction between the Fire Inspector and Fire Engineer. The intent of the language was for the compaction adjustment to be applied to the Fire Inspector and Fire Engineer.

Additionally, the current IAFF MOU does not recognize the existing Fire Inspector classification and salary. The City has met and conferred with IAFF and tentatively agreed to reestablish the Fire Inspector salary range 5% above the Fire Engineer. Final approval of salary is subject to Council approval and requires approval of a Side Letter with IAFF, Local 2604.

ENVIRONMENTAL STEWARDSHIP:

Not Applicable.

ALTERNATIVES:

Council may choose not to adopt the resolutions and keep the current authorized position list, salary schedule and organizational structure intact. If that direction is provided, staff requests additional direction.

FISCAL IMPACT:

Public Works Department:

The proposed reclassification of the vacant Senior Civil Engineer position to a Senior Project Manager position includes establishing a new salary range that is 3.5% below the Senior Civil

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Engineer range. The vacant position that supports the CIP team is funded from the General Fund and is currently budgeted at the range of an Associate Civil Engineer. The proposed reclassification to Senior Project Manager increases the General Fund budget by approximately $10,277, whereas by filling the Senior Civil Engineer position at the Project Manager classification the Water, Sewer, Drainage and Streets fund are collectively saving approximately $29,325 in Fiscal Year 2023-2024.

City Manager’s Office:

The proposed reclassification of the Information Technology Manager into Chief Information and Security Officer includes an 8% increase to the existing salary range. The proposed reclassification of the Human Resources Manager into Chief Human Resources Officer includes a 5% increase to the existing salary range. The Assistant City Manager salary range is also proposed to increase by 8% to align with the job responsibilities. The proposed re-establishment of the Administrative Analyst I classification creates a salary range 10% below the Administrative Analyst II range.

The adopted budget for Fiscal Year 2023-2024 included appropriations for the positions above based on the current salary ranges. The proposed increases and decrease to the salary ranges within the City Manager’s office require additional budget appropriations of $36,913 with three positions funded out of the General Fund and one from the Information Services Internal Service Fund.

Fire Department:

The proposed re-establishment of the Fire Inspector classification results in the establishment of a salary range that is 5% higher than the current Fire Engineer range. This change requires an increase to the Fire Department budget for additional salary and wages in the amount of $8,140 within the General Fund.

ENVIRONMENTAL ANALYSIS:

Pursuant to Title 14, the California Code of Regulations, Section 15378(b)(5) of the California Environmental Quality Act (“CEQA”) guidelines, the proposed action is an administrative activity of the City that will not result in direct or indirect physical changes to the environment.

ATTACHMENT(S):

Resolution - Authorized Position List
Exhibit A - Authorized Positions
Resolution - IAFF Side Letter
Exhibit B - IAFF Side Letter
Exhibit C - Budget Amendment

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CITY OF HEALDSBURG
RESOLUTION NO. XX-2022

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
HEALDSBURG RESCINDING RESOLUTION NO. 163-2022

AND REESTABLISHING THE LIST OF AUTHORIZED

POSITIONS
WHEREAS, on January 3, 2022, the City Council adopted changes revising the authorized positions list creating an Assistant-Associate Civil Engineer position to support Public Works Capital Improvement Projects;
WHEREAS, on November 21, 2022, the City Council adopted a resolution and revising the authorized positions list reclassifying the Assistant-Associate Civil Engineer position to the Project Manager position to support Capital Improvement Projects; and WHEREAS, after multiple unsuccessful recruitments for the Senior Civil Engineer position supporting the operational division of the Public Works departments the position was filled at the authorized Project Manager level; and
WHEREAS, the authorized Senior Civil Engineer position now supporting Capital Improvement Projects remains vacant after 18 months of strategic recruitment; and WHEREAS, on August 1, 2022, the City Council adopted changes revising the authorized positions list and the restructuring of the Administrative Services Department to a Finance Department, restructuring of the Administrative Services Director into a Finance Director position; and
WHEREAS, on August 1, 2022, the City Council adopted changes and reorganized the City Manager’s Office to include the divisions of Central Services, Information Technology, Human Resources, and the Finance Department as direct reports to the Assistant City Manager; and
WHEREAS, the job duties and responsibilities for the Information Technology Manager, Human Resources Manager, and Assistant City Manager have significantly expanded; and WHEREAS, the Administrative Analyst I classification has not been used in recent years and requires re-incorporation into the Salary Schedule; and WHEREAS, on November 21st, 2022 the City Council adopted Resolution 163-2022 establishing the authorized position list; and
WHEREAS, the City Council agrees that there are benefits to updating the Authorized Position list to accurately reflect approved positions;

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Attachment: Resolution - Authorized Position List (4217 : Personnel Updates) Resolution No. -2023

Page 2 ends

WHEREAS, staff proposes the following position changes:

1. Reclassify the Senior Civil Engineer position to Senior Project Manager.

2. Reclassify Information Technology Manager to Chief Information and Security Officer.

3. Reclassify Human Resources Manager to Chief Human Resources Officer.

4. Update the Authorized Position List and corresponding Salary Schedule NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Healdsburg does hereby:

1. Rescind Resolution No. 163-2022; and

2. Ratify the authorized positions as depicted in the attached Exhibit A.

PASSED, APPROVED AND ADOPTED this 16th day of October, by the following vote:

AYES: Councilmembers: ( )
NOES: Councilmembers: ( )
ABSENT: Councilmembers: ( )
ABSTAINING: Councilmembers: ( )
SO ORDERED: ATTEST:
_________________________________ ___________________________________ Ariel Kelley, Mayor Raina Allan, City Clerk

6.B.a
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Attachment: Resolution - Authorized Position List (4217 : Personnel Updates) Exhibit A - Authorized Positions
Effective 10/16/2023
Department Authorized
Positions Bargaining Group A Step B Step C Step D Step E Step F Step City Manager's Office
City Manager 1 Executive Management $23,349.33
Assistant City Manager 1 Executive Management $15,966.99 $16,764.95 $17,604.26 $18,483.60 $19,408.32 Chief Information and Security Officer 1 Mid-Management $11,727.65 $12,314.03 $12,929.73 $13,576.22 $14,255.04 City Clerk/Public Information Officer 1 Mid-Management $10,806.10 $11,346.40 $11,913.74 $12,509.42 $13,134.90 Chief Human Resources Officer 1 Mid-Management $10,633.95 $11,176.26 $11,747.03 $12,346.39 $12,975.58 Central Services Manager 1 Mid-Management $9,211.01 $9,671.55 $10,155.15 $10,662.89 $11,196.04 Human Resources Analyst 1 Mid-Management $8,218.68 $8,637.53 $9,077.37 $9,540.69 $10,027.49 Mechanic - Equipment Service Writer 1 IBEW $8,300.24 $8,724.02 $9,168.80 $9,635.83 $10,127.56 Administrative Analyst II Mid-Management $7,665.16 $8,055.60 $8,467.04 $8,899.45 $9,352.89 Administrative Analyst I Mid-Management $6,898.65 $7,243.59 $7,605.76 $7,986.05 $8,385.36 Geographic Information System Technician 1 IBEW $7,403.24 $7,773.90 $8,163.09 $8,570.81 $8,999.53 Information Technology Engineering Specialist 2 IBEW $7,292.78 $7,657.42 $8,040.30 $8,442.31 $8,864.43 Fleet Mechanic 1 IBEW $7,220.39 $7,589.80 $7,976.52 $8,383.00 $8,810.51 Administrative Technician 1 IBEW $6,602.62 $6,938.69 $7,293.28 $7,665.16 $8,055.60 Building Maintenance Technician II IBEW $5,743.94 $6,036.75 $6,344.40 $6,668.10 $7,009.11 Building Maintenance Technician I IBEW $5,242.54 $5,504.67 $5,779.91 $6,068.90 $6,372.34 Housing
Housing Director 1 Executive Management $13,231.64 $13,892.46 $14,588.49 $15,317.38 $16,083.83 Administrative Analyst II Mid-Management $7,665.16 $8,055.60 $8,467.04 $8,899.45 $9,352.89 Administrative Analyst I Mid-Management $6,898.65 $7,243.59 $7,605.76 $7,986.05 $8,385.36 Finance
Finance Director 1 Executive Management $13,928.04 $14,623.64 $15,356.30 $16,123.56 $16,930.34 Finance Manager 1 Mid-Management $10,127.57 $10,644.01 $11,187.64 $11,758.46 $12,357.69 Accounting Manager 1 Mid-Management $9,211.01 $9,671.55 $10,155.15 $10,662.89 $11,196.04 Accountant 1 Mid-Management $7,665.16 $8,055.60 $8,467.03 $8,899.45 $9,352.89 Payroll Technician 1 IBEW $6,602.62 $6,938.69 $7,293.28 $7,665.16 $8,055.60 Accounting Technician 1 IBEW $5,977.46 $6,281.39 $6,602.62 $6,938.68 $7,293.29 Senior Accounting Assistant 1 IBEW $5,687.10 $5,977.46 $6,281.39 $6,602.62 $6,938.69 Accounting Assistant II IBEW $5,148.41 $5,418.50 $5,687.10 $5,977.46 $6,281.39 Accounting Assistant I IBEW $4,697.73 $4,932.62 $5,179.26 $5,438.23 $5,710.13 Planning & Building
Community Development Director 1 Executive Management $14,337.73 $15,055.14 $15,807.57 $16,598.92 $17,427.89 Building Official 1 Mid-Management $10,434.19 $10,955.89 $11,503.69 $12,078.87 $12,682.82 Senior Planner 1 Mid-Management $10,127.57 $10,644.01 $11,187.64 $11,758.46 $12,357.69 Senior Building Inspector 1 IBEW $9,077.37 $9,540.69 $10,027.49 $10,539.00 $11,076.56 Building Inspector II IBEW $7,819.61 $8,218.68 $8,637.53 $9,077.37 $9,540.69 Building Inspector I $7,366.18 $7,741.77 $8,137.14 $8,552.27 $8,988.42 Development Services Technician II IBEW $6,602.62 $6,938.69 $7,293.28 $7,665.16 $8,055.60 Development Services Technician I IBEW $6,028.25 $6,329.66 $6,646.15 $6,978.46 $7,327.38 Administrative Technician 1 IBEW $6,602.62 $6,938.69 $7,293.28 $7,665.16 $8,055.60 Assistant Planner 1 IBEW $6,496.54 $6,821.37 $7,162.45 $7,520.57 $7,896.59 Community Services
Community Services Director 1 Executive Management $13,928.04 $14,623.64 $15,356.30 $16,123.56 $16,930.34 Parks and Open Space Superintendent 1 Mid-Management $9,349.86 $9,817.36 $10,308.23 $10,823.64 $11,364.82 Recreation Manager 1 Mid-Management $8,984.14 $9,433.36 $9,905.02 $10,400.27 $10,920.28 Project Manager 1 Mid-Management $8,287.82 $8,710.36 $9,154.04 $9,621.19 $10,111.81 Recreation Supervisor 3 Mid-Management $7,009.11 $7,366.18 $7,741.77 $8,137.14 $8,552.27 Park Maintenance Foreman 1 IBEW $6,344.40 $6,668.10 $7,009.11 $7,366.18 $7,741.77 Park Maintenance Worker II IBEW $5,630.27 $5,918.14 $6,219.62 $6,537.14 $6,870.73 Park Maintenance Worker I IBEW $5,148.41 $5,411.59 $5,687.10 $5,977.46 $6,281.39 Office Assistant II 1 IBEW $4,996.45 $5,252.20 $5,520.31 $5,800.77 $6,098.53 Recreation Coordinator II IBEW $4,987.49 $5,236.85 $5,498.69 $5,773.64 $6,062.31 Recreation Coordinator I IBEW $4,513.99 $4,739.67 $4,976.67 $5,225.51 $5,486.78 Facility Worker 1 IBEW $4,707.33 $4,947.03 $5,200.31 $5,464.71 $5,743.94 Office Assistant I 1 IBEW $4,559.24 $4,787.20 $5,026.56 $5,277.89 $5,541.78 Police
Police Chief 1 Executive Management $15,535.45 $16,312.59 $17,128.04 $17,984.24 $18,883.71 Police Lieutenant 1 Mid-Management $12,419.77 $13,040.76 $13,692.79 $14,377.44 $15,095.96 Police Sergeant 5 HPOA $9,310.08 $9,775.57 $10,264.37 $10,777.58 $11,316.45 $11,882.28 Emergency Response Coordinator 1 Mid-Management $8,173.68 $8,582.37 $9,011.49 $9,462.06 $9,935.16 Police Dispatch Supervisor 1 HPOA $6,691.62 $7,026.20 $7,377.51 $7,746.39 $8,133.71 $8,540.39 Police Officer 11 HPOA $7,438.42 $7,810.33 $8,200.86 $8,610.89 $9,041.45 $9,493.51 Police Social Services Team Member 1 Mid-Management $7,251.58 $7,614.16 $7,994.86 $8,394.61 $8,814.33 Police Records Supervisor 1 HPOA $6,691.62 $7,026.20 $7,377.51 $7,746.39 $8,133.71 $8,540.39 Police Dispatcher II HPOA $5,715.52 $6,007.09 $6,312.27 $6,634.75 $6,967.10 $7,315.46 Police Dispatcher I HPOA $5,437.53 $5,715.52 $6,007.09 $6,312.28 $6,634.76 $6,966.49 Police Technician 1 HPOA $4,749.83 $4,990.12 $5,245.66 $5,512.65 $5,793.63 $6,083.29 Fire
1 5
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3 1
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Attachment: Exhibit A - Authorized Positions (4217 : Personnel Updates) Exhibit A - Authorized Positions
Fire Chief 1 Executive Management $14,930.04 $15,677.54 $16,460.85 $17,283.71 $18,148.57 Fire Marshal/Division Chief 1 Mid-Management $12,060.65 $12,663.68 $13,296.87 $13,961.71 $14,659.80 Fire Captain 3 IAFF $8,890.30 $9,343.02 $9,819.89 $10,320.92 $10,847.41 Fire Inspector 1 IAFF $8,450.89 $8,882.16 $9,334.81 $9,810.16 $10,310.90 Fire Engineer 3 IAFF $8,040.94 $8,450.88 $8,882.16 $9,334.82 $9,810.17 Fire Fighter 3 IAFF $7,285.44 $7,658.04 $8,048.45 $8,459.20 $8,890.30 Office Assistant II IBEW $4,996.45 $5,252.20 $5,520.31 $5,800.77 $6,098.53 Office Assistant I IBEW $4,559.24 $4,787.20 $5,026.56 $5,277.89 $5,541.78 Public Works
Public Works Director 1 Executive Management $14,491.43 $15,215.45 $15,977.76 $16,777.15 $17,617.30 Principal Civil Engineer 2 Mid-Management $11,557.06 $12,136.52 $12,743.17 $13,379.45 $14,049.11 Utility Maintenance Superintendent 1 Mid-Management $10,644.44 $11,176.65 $11,735.50 $12,323.35 $12,938.40 Senior Project Manager 1 Mid-Management $9,870.87 $10,375.21 $10,903.38 $11,460.18 $12,044.40 Senior Public Works Inspector 1 IBEW $9,077.37 $9,540.69 $10,027.49 $10,539.00 $11,076.46 Project Manager 1 Mid-Management $8,287.82 $8,710.36 $9,154.04 $9,621.19 $10,111.81 Public Works Inspector 1 IBEW $7,366.18 $7,741.77 $8,137.14 $8,552.27 $8,988.42 Utility Maintenance Foreman 2 IBEW $6,660.59 $6,993.63 $7,343.32 $7,710.35 $8,096.01 Engineering Technician 2 IBEW $6,602.62 $6,938.69 $7,293.28 $7,665.16 $8,055.60 Administrative Technician 1 IBEW $6,602.62 $6,938.69 $7,293.28 $7,665.16 $8,055.60 Public Works and Utilities Materials Technician 1 IBEW $6,344.40 $6,668.10 $7,009.11 $7,366.18 $7,741.78 Utility Worker II IBEW $6,028.25 $6,329.66 $6,646.15 $6,978.46 $7,327.39 Utility Worker I IBEW $5,148.41 $5,418.50 $5,687.10 $5,977.46 $6,281.39 Utilities
Utilities Director 1 Executive Management $16,007.42 $16,808.04 $17,648.19 $18,531.58 $19,459.46 Electric Operations Superintendent 1 Mid-Management $13,322.92 $13,988.94 $14,688.39 $15,422.82 $16,193.95 Utilities Engineering Manager 1 Mid-Management $12,738.00 $13,374.90 $14,043.65 $14,745.83 $15,483.11 Water and Wastewater Operations Superintend 1 Mid-Management $11,244.75 $11,806.98 $12,397.34 $13,017.20 $13,668.06 Electric Line Foreman 1 IBEW $11,188.80 $11,748.25 $12,335.64 $12,952.44 $13,600.06 Lineworker/Troubleshooter IBEW $10,126.57 $10,632.90 $11,164.54 $11,722.78 $12,308.90 Lineworker/Troubleshooter Apprentice IBEW $7,359.27 $7,727.24 $8,113.59 $8,519.26 $8,945.23 Senior Electric Engineering Technician 2 IBEW $9,633.88 $10,115.58 $10,621.37 $11,152.43 $11,710.06 Wastewater Operations Foreman 1 IBEW $8,988.42 $9,446.80 $9,928.65 $10,435.22 $10,967.72 Water Operations Foreman 1 IBEW $8,988.42 $9,446.80 $9,928.65 $10,435.22 $10,967.72 Industrial Electrician 1 IBEW $8,894.98 $9,339.73 $9,806.70 $10,297.04 $10,811.90 Instrumentation Technician 2 IBEW $8,894.98 $9,339.73 $9,806.70 $10,297.04 $10,811.90 Electric Meter Technician 1 IBEW $8,595.52 $9,025.48 $9,476.44 $9,950.89 $10,448.80 Electric Coordinator/Inspector 1 IBEW $8,378.22 $8,797.13 $9,236.99 $9,698.84 $10,183.78 Senior Laboratory Analyst 1 IBEW $8,212.74 $8,623.38 $9,054.53 $9,507.27 $9,982.63 Utility Operator 4 IBEW $8,137.14 $8,552.27 $8,988.42 $9,446.80 $9,928.65 Utility Conservation Analyst 1 IBEW $8,131.20 $8,537.78 $8,964.66 $9,412.90 $9,883.54 Utility Compliance and Safety Coordinator 1 Mid-Management $7,813.17 $8,203.83 $8,614.02 $9,044.71 $9,496.95 Industrial Mechanic 2 IBEW $7,256.21 $7,619.46 $8,000.00 $8,400.31 $8,820.38 Electric Materials Technician 1 IBEW $7,036.22 $7,388.04 $7,757.44 $8,145.30 $8,552.57 Administrative Technician 1 IBEW $6,602.62 $6,938.69 $7,293.28 $7,665.16 $8,055.60 Total Full-time Employees 145
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Attachment: Exhibit A - Authorized Positions (4217 : Personnel Updates)

CITY OF HEALDSBURG
RESOLUTION NO. XX-2023

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

HEALDSBURG APPROVING AND AUTHORIZING THE CITY

MANAGER TO SIGN A SIDE LETTER BETWEEN CITY OF

HEALDSBURG AND THE INTERNATIONAL ASSOCIATION
OF FIRE FIGHTERS, LOCAL 2604 MEMORANDUM OF

UNDERSTANDING AND AMENDING THE ADOPTED
FISCAL YEAR 2023-2024 BUDGET
WHEREAS, on November 1, 2021, the City Council adopted the Memorandums of Understanding (“MOU”) between the between the City of Healdsburg and the International Association of Fire Fighters (“IAFF”), Local 2604 for the period ending June 30, 2024, and the MOU is still in effect as written today; and
WHEREAS, on March 21, 2022, the City Council approved and authorized the City Manager to sign a Side Letter Agreement between the City of Healdsburg and the International Association of Fire Fighters, Local 2604 amending language referencing “holiday”; and WHEREAS, the MOU adopted by Council for the period ending June 30, 2024 does not include Fire Inspector as a recognized position; and
WHEREAS, to clarify the MOU language with the correct recognized positions and salary schedules; and
WHEREAS authorized representatives of the City and IAFF have met and agreed to amend the MOU language regarding IAFF’s Section I.A., titled RECOGNITION, and Section III.C.a, to conform with accurate reflection and salary schedule for the Fire Inspector position; and WHEREAS, the City Council finds and determines that the Side Letter Agreement attached to this Resolution as Exhibit “B” is appropriate and reasonable for the designated group; and, WHEREAS, the proposed changes to the authorized position list and salary schedule require updates to the adopted budget;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Healdsburg does hereby:

1. Approve the side letter agreement between the City and IAFF, Local 2604 attached to this Resolution as Exhibit B.

2. Authorize the City Manager to execute the agreement.

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Attachment: Resolution - IAFF Side Letter (4217 : Personnel Updates) Resolution No. -2023

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3. Approve amending the adopted Fiscal Year 2023-2024 budget as depicted in the attached Exhibit C.

PASSED, APPROVED AND ADOPTED this 16th day of October, by the following vote:

AYES: Councilmembers: ( )
NOES: Councilmembers: ( )
ABSENT: Councilmembers: ( )
ABSTAINING: Councilmembers: ( )
SO ORDERED: ATTEST:
_________________________________ ___________________________________ Ariel Kelley, Mayor Raina Allan, City Clerk

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Attachment: Resolution - IAFF Side Letter (4217 : Personnel Updates)

SIDE LETTER OF AGREEMENT TO

MEMORANDUM OF UNDERSTANDING

BETWEEN

CITY OF HEALDSBURG
AND
HEALDSBURG INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS, LOCAL 2604 DATED OCTOBER 16, 2023
This Side Letter of Agreement (“Agreement”) between the City of Healdsburg (“City”) and the Healdsburg International Association of Fire Fighters, Local 2604 (IAFF) (collectively “Parties”).

The intent of the Side Letter Agreement is to modify the language within Recognition, Wages and establish salary steps for the Fire Inspector Classification of the Memorandum of Understanding (“MOU”) between the parties as follows:

1. I. A) RECOGNITION
The City recognizes the Union as the exclusive recognized employee organization for all employees of the Fire Department assigned to the classification of Fire Fighter, Fire Engineer, Fire Inspector, and Fire Captain.

2. III. C. a)
In the event that Transient Occupancy Tax (TOT) and Sales Tax revenue remain above fiscal year 2019-2020 levels, the Fire Engineer and Fire Inspector Classification will receive a 5% salary increase on this date to adjust for salary compaction between the Fire Engineer and Firefighter position.

3. Establish salary rates and steps for the existing classification of Fire Inspector at 5% above the Fire Engineer classification:

A Step B Step C Step D Step E Step
Fire Inspector (40 hr. work week) $8,450.89 $8,882.16 $9,334.81 $9,810.16 $10,310.90 Agreed to this 16th day of October 2023.

CITY: ASSOCIATION
______________________________ ________________________________ Jeff Kay, Amanda Newhall
City Manager President Local 2604, IAFF
________________________________
Dean De La Montanya
Secretary Local 2604, IAFF

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Attachment: Exhibit B - IAFF Side Letter (4217 : Personnel Updates) Resolution No.

Exhibit C
Account Number Increase Amount Decrease Amount Description 101-2001-41201-00000 $ 411 Decrease PERS for Admin Analyst I 101-2001-41207-00000 $ 84 Decrease Medicare for Admin Analyst I 101-2001-41101-00000 $ 5,719 Decrease Wages for Admin Analyst I 101-2001-41205-00000 $ 1,580 Increase Medical for Admin Analyst I 101-2001-41201-00000 $ 1,592 Increase PERS for Assistant City Manager 101-2001-41207-00000 $ 549 Increase Medicare for Assistant City Manager 101-2001-41101-00000 $ 17,252 Increase Wages for Assistant City Manager 101-5501-41201-00000 $ 1,384 Increase PERS for Fire Inspector 101-5501-41207-00000 $ 98 Increase Medicare for Fire Inspector 101-5501-41101-00000 $ 5,892 Increase Wages for Fire Inspector 101-5501-41300-00000 $ 236 Increase Longevity for Fire Inspector 101-5501-41302-00000 $ 530 Increase Incentive for Fire Inspector 101-2021-41201-00000 $ 557 Increase PERS for Human Resources Manager 101-2021-41207-00000 $ 109 Increase Medicare for Human Resources Manager 101-2021-41101-00000 $ 7,401 Increase Wages for Human Resources Manager 101-6101-41201-00000 $ 710 Increase PERS for Senior Project Manager 101-6101-41207-00000 $ 139 Increase Medicare for Senior Project Manager 101-6101-41101-00000 $ 9,429 Increase Wages for Senior Project Manager 603-2525-41201-00000 $ 973 Increase PERS for Information Technology Manager 603-2525-41207-00000 $ 190 Increase Medicare for Information Technology Manager 603-2525-41101-00000 $ 12,671 Increase Wages for Information Technology Manager 603-2525-41300-00000 $ 253 Increase Longevity for Information Technology Manager 531-6165-41201-00000 $ 2,983 Decrease PERS for Project Manager 510-6162-41201-00000 $ 1,193 Decrease PERS for Project Manager 520-6163-41201-00000 $ 895 Decrease PERS for Project Manager 530-6164-41201-00000 $ 895 Decrease PERS for Project Manager 531-6165-41207-00000 $ 334 Decrease Medicare for Project Manager 510-6162-41207-00000 $ 133 Decrease Medicare for Project Manager 520-6163-41207-00000 $ 100 Decrease Medicare for Project Manager 530-6164-41207-00000 $ 100 Decrease Medicare for Project Manager 531-6165-41101-00000 $ 22,679 Decrease Wages for Project Manager 510-6162-41101-00000 $ 9,072 Decrease Wages for Project Manager 520-6163-41101-00000 $ 6,804 Decrease Wages for Project Manager 530-6164-41101-00000 $ 6,804 Decrease Wages for Project Manager 531-6165-41205-00000 $ 11,334 Increase Medical for Project Manager 510-6162-41205-00000 $ 4,533 Increase Medical for Project Manager 520-6163-41205-00000 $ 3,400 Increase Medical for Project Manager 530-6164-41205-00000 $ 3,400 Increase Medical for Project Manager FY 23-24 Budget Amendment

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Attachment: Exhibit C - Budget Amendment (4217 : Personnel Updates)

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: October 16, 2023
SUBJECT: Professional Services Agreement with CSW/Stuber-Stroeh Engineering Group, Inc. for Engineering Design Services for the Grove Street Neighborhood Plan Implementation Project
PREPARED BY: Clay Thistle, Senior Engineer
STRATEGIC INITIATIVE(S):

Maintain and Improve Infrastructure and Facilities
RECOMMENDED ACTION(S):

Adopt a Resolution approving Professional Services Agreements with CSW/Stuber-Stroeh Engineering Group, Inc. for engineering design services for the Grove Street Neighborhood Plan Implementation Project in the not-to-exceed amount of $380,747, authorizing the City Manager to execute the Agreements, and amending the adopted Fiscal Year 2023-24 Budget.

COMMUNITY ENGAGEMENT/OUTREACH:

In early 2022 the City initiated an outreach effort to confirm the vision for Grove Street between Grant Street and Dry Creek Road. An online survey was conducted, and a virtual workshop was held.

As part of the design phase, notices will be mailed to adjacent properties informing them of the project, the project schedule, how to provide specific input, and direct contact information for the City project manager. Additionally, a neighborhood meeting and a preliminary design presentation to Council are anticipated.

Prior to construction additional notifications will be provided to the neighborhood.

BACKGROUND:

The Grove Street Neighborhood Plan provided a conceptual design for Grove Street, from Grant Street to Dry Creek Road, and was adopted by City Council in February 2000. While some recommended improvements have been constructed through recent developments, details of the Plan are incomplete, and the area remains without continuous sidewalk or bike route through this diverse neighborhood.

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On January 23, 2023, Council authorized the City Manager or designee to submit a One Bay Area Grant (OBAG 3) application for the Grove Street Neighborhood Plan Implementation (Complete Streets) project.

On May 24, 2023 the Metropolitan Transportation Commission (MTC) approved OBAG 3 funding in the amount of $2,217,000 along with $283,000 in Go Sonoma Funds administered by the Sonoma County Transportation Authority (SCTA).

On July 3, 2023, City staff requested proposals (RFP) from qualified consultant firms/teams with relevant experience and knowledge to prepare preliminary plans, environmental and right-of-way documents, final plans, specifications, and estimate (PS&E), for the Grove Street Neighborhood Plan Implementation Project.

Two qualified firms submitted proposals within the specified submittal deadline. Staff reviewed both proposals and determined they met the minimum submittal requirements, including scope of services, liability coverages, recommended details and submittal forms and statements. Staff further evaluated the proposals against pre-established criteria and based on the evaluation and in accordance with the RFP, contacted references, and met with CSW/Stuber-Stroeh Engineering Group, Inc. for further evaluation. Based on this evaluation, CSW/Stuber-Stroeh Engineering Group, Inc. was deemed most qualified to complete this work.

DISCUSSION/ANALYSIS:

CSW/Stuber-Stroeh Engineering Group, Inc. and its proposed team met with staff for a detailed discussion about scope, schedule, the City’s expectations, and the proposed fee estimate for services. Staff has reviewed CSW/Stuber-Stroeh Engineering Group, Inc.’s proposed base fee of $380,747. Based on the proposed scope of services and follow-up meeting, staff determined that the cost of services is reasonable.

The complete PS&E will be the basis for soliciting bids for construction of the Grove Street Neighborhood Plan Implementation Project. Construction is anticipated to begin in 2025.

ENVIRONMENTAL STEWARDSHIP:

Reuse, recycling, waste diversion, construction vehicle emission reduction, and storm water treatment will be implemented into the design where possible. The goal of this project is to increase safety for active transportation thus reducing vehicular miles traveled.

ALTERNATIVES:

Council may choose not to adopt the recommended Resolution authorizing a contract with CSW/Stuber-Stroeh Engineering Group, Inc. to provide engineering design services for the Grove Street Neighborhood Plan Implementation Project. Council may direct staff to readvertise the RFP or decide to not move forward with the project at this time. However, this would potentially jeopardize receiving the $2,500,000 in grant funding.

FISCAL IMPACT:

The proposed design contract with CSW/Stuber-Stroeh Engineering Group, Inc is for an amount not to exceed $380,747. In conjunction with the design contract, staff costs are estimated at about 10% of the contract value or $38,075, bringing the total cost for the design phase to $418,822.

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The adopted Fiscal Year 2023-24 Budget includes $350,000 of Measure T funding for the design of the Grove Street Neighborhood Plan Implementation project ST007. The design phase requires an additional $68,822 in appropriations. Staff propose funding the shortfall with additional Measure T funding.

ENVIRONMENTAL ANALYSIS:

The recommended action does not constitute a “project” under CEQA, pursuant to Section 15378(b)(4)(5) of the California Environmental Quality Act (CEQA). The future construction project will be subject to environmental review and pending approval pursuant to CEQA and NEPA (National Environmental Policy Act) guidelines at a future date.

ATTACHMENT(S):

Resolution
Exhibit A - Budget Amendment

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CITY OF HEALDSBURG
RESOLUTION NO. -2023

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

HEALDSBURG APPROVING A PROFESSIONAL SERVICES

AGREEMENT WITH CSW/STUBER-STROEH ENGINEERING
GROUP, INC. IN THE NOT-TO-EXCEED AMOUNT OF
$$380,747 TO PROVIDE ENGINEERING DESIGN SERVICES

FOR THE GROVE STREET NEIGHBORHOOD PLAN

IMPLEMENTATION PROJECT, AUTHORIZING THE CITY

MANAGER TO EXECUTE THE AGREEMENT, AND
AMENDING THE ADOTPED FISCAL YEAR 2023-24 BUDGET
WHEREAS, the Grove Street Neighborhood Plan provided a conceptual design for Grove Street, from Grant Street to Dry Creek Road, and was adopted by City Council in February 2000; and
WHEREAS, while some recommended improvements have been constructed through recent developments, details of the Plan are incomplete, and the area remains without continuous sidewalk or bike route through this diverse neighborhood; and WHEREAS, on January 23, 2023, Council authorized the City Manager or designee to submit a One Bay Area Grant (OBAG 3) application for the Grove Street Neighborhood Plan Implementation (Complete Streets) project; and
WHEREAS, on May 24, 2023 the Metropolitan Transportation Commission (MTC) approved OBAG 3 funding in the amount of $2,217,000 along with $283,000 in Go Sonoma Funds administered by the Sonoma County Transportation Authority (SCTA); and WHEREAS, on July 3, 2023, City staff requested proposals (RFP) from qualified consultant firms/teams with relevant experience and knowledge to prepare preliminary plans, environmental and right-of-way documents, and final plans, specifications, and estimate (PS&E), for the Grove Street Neighborhood Plan Implementation Project; and WHEREAS, in response to the RFP two qualified firms submitted proposals within the specified submittal deadline; and
WHEREAS, staff has reviewed and evaluated proposals confirming that each has met the minimum submittal requirements, including scope of services, liability coverages, recommended details and submittal forms and statements; and
WHEREAS, based on the evaluation CSW/Stuber-Stroeh Engineering Group, Inc. was determined to be the firm best suited to complete the project design; and WHEREAS, the base bid amount proposed by CSW/Stuber-Stroeh Engineering Group, Inc. for services is $380,747; and

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Attachment: Resolution (4197 : Professional Services Agreement with CSW/Stuber-Stroeh Engineering Group, Inc.) Resolution No. - 2023

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WHEREAS, the completed and approved PS&E will be used as the basis for soliciting bids and constructing the Grove Street Neighborhood Plan Implementation Project; and WHEREAS, the final construction budget is expected to be refined throughout the design process as details of the construction scope are finalized; and WHEREAS, the adopted Fiscal Year 2023-24 budget included $350,000 in appropriations for the design of the project; and
WHEREAS, the total design costs are estimated at $418,822 leaving a $68,822 shortfall that requires additional funding; and
WHEREAS, the recommended action does not constitute a “project” under CEQA, pursuant to Section 15378(b)(4)(5) of the California Environmental Quality Act (CEQA).

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Healdsburg hereby:

1. Approving and authorizing the City Manager to sign a contract is an administrative activity and does not constitute a “project”, pursuant to Section 15378(b)(4)(5) of the California Environmental Quality Act (CEQA).

2. Approves and authorizes the City Manager to execute a Professional Services Agreement with CSW/Stuber-Stroeh Engineering Group, Inc. to provide engineering design services for the Grove Street Neighborhood Plan Implementation Project for $380,747.

3. Approves amending the adopted Fiscal Year 2023-24 budget as depicted in the attached Exhibit A.

PASSED, APPROVED AND ADOPTED, this 16
th day of October 2023, by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAINING: Councilmembers:

SO ORDERED: ATTEST:
________________________________ ____________________________________ Ariel Kelley, Mayor Raina Allan, City Clerk

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Attachment: Resolution (4197 : Professional Services Agreement with CSW/Stuber-Stroeh Engineering Group, Inc.) Resolution No.

Exhibit A
Account Number Increase Amount Decrease Amount Description 512-6162-45000-ST007 $ 68,822 Increase budget for Grove Street Neighborhood Plan Implementation Project ST007 105-8080-42301-00000 $ 68,822 Increase Measure T Fund Transfer out to Streets Capital Fund 512-1000-39001-00000 $ 68,822 Increase Street Capital Fund Transfer in from Measure T Fund FY 23-24 Budget Amendment

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Attachment: Exhibit A - Budget Amendment (4197 : Professional Services Agreement with CSW/Stuber-

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: October 16, 2023
SUBJECT: Lease Agreement for the Healdsburg Regional Library PREPARED BY: Tyler Kettmann, Central Services Manager
STRATEGIC INITIATIVE(S):

Maintain and Improve Infrastructure and Facilities
Provide Effective Governance
Maintain and Enhance Public Health and Safety
RECOMMENDED ACTION(S):

Adopt a Resolution approving the Lease Agreement between the City of Healdsburg and Sonoma County Library for the Healdsburg Regional Library, and authorizing the City Manager to execute the Lease Agreement on behalf of the City.

COMMUNITY ENGAGEMENT/OUTREACH:

Not applicable.

BACKGROUND:

The Sonoma County Library was established in 1975 with a Joint Powers Agreement (JPA) and founding members of Sonoma County and the cities of Healdsburg, Petaluma, Sonoma, and Santa Rosa. The original lease for 139 Piper St was approved at the November 17, 1986 City Council meeting by resolution 158-86, which included the agreement between SCL and the City to construct the library at the current site. The Sonoma County Library (SCL) and the City of Healdsburg have been without a lease since November 2006, when the last lease expired. Under the JPA, “The Library shall enter into and maintain lease agreements for each facility in which it operates, or intends to operate, a regional branch or rural station library, unless the facility is owned by the Library.”
DISCUSSION/ANALYSIS:

The proposed lease was negotiated between City Staff and SCL staff using a lease template that SCL has utilized for other member agencies of the JPA. The SCL Commission considered and approved the adoption of the proposed lease at their Sept 6, 2023 meeting.

The proposed lease is for a 20-year term that would continue on an annual basis thereafter. The

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lease includes rent of $1.00 per year. This charge is for the right to use a City-owned asset for the specified time in order to have a record of the exchange transaction in the financial statements.

Per the terms of the proposed lease, “Tenant shall use, and permit the use of, the Premises only for its operation of the Library as part of its county-wide public library system, as well as related services, activities, and events, including without limitation services, activities and events of non-profit organizations whose primary purposes include supporting the Library”. Maintenance obligations of the City and SCL are addressed in the lease and are consistent with prior agreements.

In May 2023, with support of SCL, the City of Healdsburg applied for funding from the California State Library’s Building Forward Library Infrastructure Grant program. The City’s grant application includes funding for the construction of gender-neutral bathrooms, replacement of outdated HVAC systems, and necessary ADA upgrades. All of these proposed elements represent critical needs of the facility and their incorporation in the application represents the City and SCL’s combined effort to make the branch a safe, thriving location where diverse members of the community can easily and safely access knowledge, resources, and a sense of community. Staff expect a decision on the grant by the time of this Council meeting, but the status was unknown at the time of agenda publication. One of the requirements of the grant award is that there is an active lease agreement with at least 10 years remaining during the proposed grant work.

Staff recommends approving the proposed lease with SCL and authorizing the City Manager to execute the proposed lease agreement and subsequent amendments or extensions per the terms of the proposed lease on behalf of the City.

ENVIRONMENTAL STEWARDSHIP:

Not Applicable.

ALTERNATIVES:

With respect to the proposed Lease, the City Council retains its proprietary right to not approve the lease of property owned by the City. Should the Lease not be approved by the Council, the City must identify an alternate Library site per the terms of the JPA. If the Council chooses to not approve the proposed Lease, additional direction to staff is requested.

FISCAL IMPACT:

The Lease provides an annual rental payment of $1 that will be received as revenue in the Building Maintenance Fund. The City’s responsibility for maintenance of the facility and its associated costs were anticipated in the adopted FY 2022-24 biennial budget in the Building Maintenance Fund and future costs will be incorporated in subsequent budget years.

ENVIRONMENTAL ANALYSIS:

Pursuant to Section 15378(b)(5) of the California Environmental Quality Act (“CEQA”) Guidelines, the recommended action is an administrative activity of the City and will not result in direct or indirect physical changes in the environment and is therefore not a project for purposes of CEQA.

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ATTACHMENT(S):

Resolution - Healdsburg Library Lease
Proposed Lease-Healdsburg Regional Library
Exhibit A 139 Piper St

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CITY OF HEALDSBURG
RESOLUTION NO. _____-2023

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

HEALDSBURG APPROVING A LEASE AGREEMENT

BETWEEN THE CITY OF HEALDSBURG AND SONOMA

COUNTY LIBRARY FOR THE HEALDSBURG REGIONAL

LIBRARY, AND AUTHORIZING THE CITY MANAGER TO

EXECUTE THE LEASE AGREEMENT ON BEHALF OF THE
CITY
WHEREAS, the Sonoma County Library was established in 1975 with a Joint Powers Agreement (JPA) and founding members of Sonoma County and the cities of Healdsburg, Petaluma, Sonoma, and Santa Rosa; and
WHEREAS, the original lease for 139 Piper St was approved at the November 17, 1986, Council meeting by resolution 158-86, which included the agreement between SCL and the City to construct the library at the current site; and
WHEREAS, the Sonoma County Library (SCL) and the City of Healdsburg have been without a lease since November 2006, when the last lease expired; and WHEREAS, under the JPA, “The Library shall enter into and maintain lease agreements for each facility in which it operates, or intends to operate, a regional branch or rural station library, unless the facility is owned by the Library; and
WHEREAS, the proposed lease was negotiated in good faith between City Staff and SCL staff using a lease template that SCL has utilized for other member agencies of the JPA; and WHEREAS, the SCL commission considered and approved the adoption of the proposed lease at their Sept 6, 2023 meeting; and
WHEREAS, the proposed lease is for a 20-year term that continues on an annual basis thereafter; and
WHEREAS, per the terms of the proposed lease, “Tenant shall use, and permit the use of, the Premises only for its operation of the Library as part of its county-wide public library system, as well as related services, activities, and events, including without limitation services, activities and events of non-profit organizations whose primary purposes include supporting the Library”; and
WHEREAS, staff recommends approving the proposed lease with SCL and authorizing the City Manager to execute the proposed lease agreement and subsequent amendments or extensions per the terms of the proposed lease on behalf of the City; and

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WHEREAS, Pursuant to California Environmental Quality Act and Title 14, the California Code of Regulations (“CEQA Guidelines”), Section 15378(b) (5), the recommended action is an administrative activity of the City and will not result in direct or indirect physical changes in the environment and does not qualify as a “Project”. Therefore, no further CEQA or environmental review is required.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Healdsburg hereby:

1. Approves the proposed lease agreement between the City of Healdsburg and Sonoma County Library for the Healdsburg Regional Library.

2. Authorizes the City Manager to execute the proposed lease agreement and subsequent amendments or extensions per the terms of the proposed lease on behalf of the City.

3. Find that pursuant to California Environmental Quality Act and Title 14, the California Code of Regulations (“CEQA Guidelines”), Section 15378(b) (5), the recommended action is an administrative activity of the City and will not result in direct or indirect physical changes in the environment and does not qualify as a “Project”. Therefore, no further CEQA or environmental review is required.

PASSED, APPROVED, AND ADOPTED this 16th day of October 2023 by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAINING: Councilmembers:

SO ORDERED: ATTEST:
__________________________________ ___________________________________ Ariel Kelley, Mayor Raina Allan, City Clerk

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Attachment: Resolution - Healdsburg Library Lease (4186 : Healdsburg Library Lease) 2350398.3 1

LEASE AGREEMENT BETWEEN THE CITY OF HEALDSBURG AND

THE SONOMA COUNTY LIBRARY
This Lease Agreement ("Lease") is made as of _________________, 2023 ("Effective Date"), between The City of Healdsburg, a municipal corporation ("Landlord"), and the Sonoma County Library, a joint powers agency ("Tenant"). Landlord and Tenant are described herein individually as a "Party" and collectively as the "Parties."

RECITALS
A. Landlord, as a member of the Sonoma County Library Joint Powers Authority, is bound by the First Amended and Restated Joint Powers Agreement for the County-Wide Provision of Library Services by the Sonoma County Library dated August 1, 2014 (the "JPA Agreement"), which governs the relationship between the Parties to this Lease.

B. Landlord owns certain premises with appurtenances located at 139 Piper Street, in the City of Healdsburg, County of Sonoma, State of California, and further depicted in Exhibit A, attached hereto and incorporated herein by reference (the "Premises").

C. The Parties desire to enter into a lease for the Premises, for the purpose of allowing Tenant to operate a regional public library ("Library") on the Premises and describing the respective obligations of the Parties.

NOW, THEREFORE, in consideration of the mutual covenants contained herein, the Parties hereby agree to the following.

AGREEMENT

1. LEASE OF PREMISES. Landlord hereby leases to Tenant, and Tenant hereby leases from Landlord, the Premises, including nonexclusive use of the parking lots surrounding the Premises and other appurtenances. The terms set forth in this Lease govern the Parties' agreement; provided however, that in the event of a conflict between the terms of this Lease and the terms of the JPA Agreement, the terms of the JPA Agreement shall control.

2. TERM. The initial term of this Lease shall be twenty (20) years, commencing on the Effective Date, and shall continue on an annual basis thereafter until either party, in its sole discretion, provides the other party at least eighteen (18) months' written notice of termination (the "Term"). If Landlord unilaterally terminates this Lease pursuant to this Section, then it must provide another space for Tenant to operate the Library or withdraw from the JPA Agreement.

The alternative location must be identified and made available sufficiently in advance of the termination date to allow a reasonable time for the Library to relocate its operations to the alternative location prior to the termination date.

3. RENT AND SECURITY DEPOSIT.

3.1 Rent. In exchange for the use of the Premises, Tenant shall pay to City the sum of One Dollar ($1.00), per year in rent ($20 total over 20-year term). Payment may be made in advance or will otherwise be paid upon execution of the lease and annually thereafter.

3.2 Security Deposit. No security deposit is required.

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Attachment: Proposed Lease-Healdsburg Regional Library (4186 : Healdsburg Library Lease) 2350398.3 2

4. Utilities. Landlord shall make available to Tenant all presently existing utility services.

Tenant shall pay for all utilities related to its occupancy of the Premises, including gas, telephone service, electricity, garbage, sewer, water, or any other utility used or consumed by Tenant on the Premises, and Tenant shall pay any deposits required for utilities.

5. USES, PURPOSES, AND ACCESS.

5.1 Permitted Uses by Tenant. Subject to the exceptions set forth below, Tenant shall use, and permit the use of, the Premises only for its operation of the Library as part of its county-wide public library system, as well as related services, activities, and events, including without limitation services, activities and events of non-profit organizations whose primary purposes include supporting the Library.

5.2 Non-Exclusive Use of the Forum Room. The Forum Room shown on Exhibit A shall be made available to residents or community groups for meetings/activities during those times it is not being utilized for Library programs or events in accordance with the Tenant's "Policy for Public Use of Meeting Rooms" (policy #4008) as it may be amended or superseded from time-to-time. The schedule for the Forum Room shall be maintained by Library staff.

5.3 Locks and Keys. Where applicable, Tenant may place locks on doors, gates, and fences to the portion of the Premises used by Tenant, but must furnish Landlord with a duplicate set of keys for all such locks. Upon termination of this Lease, Tenant shall deliver to Landlord all keys which shall have been furnished by the Tenant or which Tenant shall have had made.

5.4 Prohibited Uses. Tenant shall not do or permit anything to be done in or about the Premises, nor bring or keep anything therein, which will in any way increase the existing rate of or affect any fire or other insurance upon the Premises or any of its contents, or cause a cancellation of any insurance policy covering the Premises or any part thereof or any of its contents. Tenant shall not do or permit anything to be done in or about the Premises, or bring to or keep anything therein, which will in any way constitute waste, a nuisance, or which shall in any way conflict with any law, ordinance, rule, or regulation affecting the occupancy, use or safety of the Premises which is or may hereafter be enacted or promulgated by any public authority. Tenant shall not store any hazardous materials on the Premises other than typical cleaning supplies.

6. IMPROVEMENTS AND ALTERATIONS.

6.1 Improvements Require Landlord Consent. Except as otherwise expressly provided herein, including regarding improvements to achieve ADA compliance discussed in Section 7, Landlord warrants that the Premises is in conformance with all applicable laws.

Tenant shall not, without Landlord's prior written consent, construct, install, modify, alter, improve, repair or in any way change the Premises or any structure, facility, appliance or electrical or mechanical improvement now or hereafter in place on the Premises. Landlord's consent is not required for Tenant to install and maintain in the Premises such portable equipment, shelving, counters, or other fixtures or furnishings as may be necessary for its use of the Premises (collectively, "Trade Fixtures").

6.2 Ownership of Improvements Made by Tenant. All alterations, improvements, and additions made by Tenant shall become the property of Landlord upon termination of this Lease without compensation to Tenant, with the exception of Trade Fixtures (which shall remain the property of Tenant), and any improvements constructed in the future which are expressly

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exempted from this requirement by the Parties.

6.3 As-Is Condition. Tenant warrants and agrees that Tenant has inspected the Premises. Tenant agrees to take possession of the Premises in an AS-IS condition (which exists on the date this Lease is signed) and Tenant further agrees that, if Tenant wishes to construct any improvement in the Premises, Tenant shall comply with all the requirements of this Lease. Landlord makes no representations regarding the condition, status, compliance with laws, or suitability for a particular purpose for Tenant's use.

6.4 Landlord Improvement Obligations. Landlord shall have no obligation or responsibility, actual or implied, to install, construct, accommodate, or make any improvements to the Premises prior to, or as a condition of, Tenant's entering into this Lease. This section is not intended to and does not alter Landlord's obligations under Section 7.2.

6.5 Entry by Owner. Tenant shall permit Landlord and its agents to enter into and upon said Premises at all reasonable times for the purpose of inspecting the same or for the purpose of maintaining the building in which the Premises is situated or for the purpose of making repairs, alterations, or additions to any other portion of said building. Landlord shall provide Tenant with forty-eight (48) hours' notice prior to entering the Premises for such purposes unless emergency access is necessary in which event Landlord shall notify Tenant as soon as practicable.

6.6 Compliance With Accessibility Standards. Tenant agrees to maintain any improvements to the interior of the Premises so as to satisfy all required State and Federal accessibility standards. For purposes of Section 1938 of the California Civil Code, City hereby discloses to Tenant, and Tenant hereby acknowledges, that the Premises has not undergone inspection by a Certified Access Specialist (CASp). As required by Section 1938(e) of the California Civil Code, City hereby states as follows: “A Certified Access Specialist (CASp) can inspect the subject premises and determine whether the subject premises comply with all of the applicable construction-related accessibility standards under state law. Although state law does not require a CASp inspection of the subject premises, the commercial property owner or lessor may not prohibit the lessee or tenant from obtaining a CASp inspection of the subject premises for the occupancy or potential occupancy of the lessee or tenant, if requested by the lessee or tenant. The parties shall mutually agree on the arrangements for the time and manner of the CASp inspection, the payment of the fee for the CASp inspection, and the cost of making any repairs necessary to correct violations of construction-related accessibility standards within the premises.” In furtherance of the foregoing, Landlord and Tenant hereby agree as follows: (a) any CASp inspection requested by Tenant shall be conducted, at Tenant’s sole cost and expense, by a CASp designated by Landlord, subject to Landlord’s reasonable rules and requirements; (b) Tenant, at its sole cost and expense, shall be responsible for making any improvements or repairs within the Premises to correct violations of construction-related accessibility standards; and (c), Landlord, at its sole cost and expense, shall be responsible for making any improvements or repairs to the exterior of the Premises to correct violations of construction-related accessibility standards.

7. CLEANING, MAINTENANCE, AND REPAIR OBLIGATIONS. Notwithstanding the assignment of responsibilities contained in Sections 6.4, 6.6, 7.1 and 7.2, the parties will negotiate in good faith a funding arrangement to effect repairs to the HVAC, mechanical, electrical, and plumbing systems appurtenant to the Premises of over $5,000 for any one item.

7.1 Tenant shall maintain in good condition the exterior of the Premises,

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including outside walls and roof, ceiling, parking area, driveway, landscaping, electrical systems for the facility, heating and air conditioning equipment, plumbing, doors, and hardware, in as good order, condition and repair as they shall be upon the commencement of the term of this Lease. Tenant shall keep drainage ditches and gutters free of debris. Tenant's cleaning, maintenance, and repair responsibilities shall include the following:
a. Maintain the Premises in neat and sanitary order, repair, and condition;
b. Maintain landscaping;
c. Provide janitorial services to the Premises, and keep all areas assigned solely to Tenant clean and clear of debris, litter, and garbage; d. Furnish all materials and supplies, including light bulbs, electrical and lighting fixtures, plumbing fixtures and plumbing drains (from the interior of the Premises to the Point of connection of Tenant’s drainage system with the public sanitary sewer system to the back of sidewalk);
e. Effect routine service and repairs to the mechanical, electrical, and plumbing systems, in addition to service of the heating, ventilation, and air conditioning ("HVAC") equipment, Fire Alarm Panel and Fire Sprinkler System, through a service plan approved by City;
f. Replace windows damaged from the inside; and
g. Replace carpeting if excessively worn and presents a hazardous or unsightly appearance.
h. Effect all ADA improvements interior to the building footprint including interior patio or courtyard areas pursuant to the California Building Code within the facility including exterior doors.
i. Tenant shall perform its cleaning, maintenance, and repair obligations in a timely manner. Should Tenant fail to do so, Landlord may complete the task and bill Tenant the actual cost thereof. Tenant shall pay such bill within thirty (30) days of receipt.

7.2 Landlord shall repair and maintain the roof, structural foundations, and exterior walls of the building in which the Premises are located at its own expense unless the need for such repair shall be caused by the neglect, misuse, or misconduct of Tenant, its agents, employees or invitees, in which case Landlord shall promptly cause the repairs to be made at Tenant's sole expense. Landlord's repair and maintenance responsibilities shall generally include the following:
a. Effect maintenance services, repair, and replacement of the building shell and all exterior walls, structural members, sidewalks, parking lot, parking lot lights, flagpoles, and roof as needed;
b. Effect ADA improvements exterior to the building footprint pursuant to the California Building Code associated with the path of travel to all doors as identified in the City’s adopted transition plan in its normal course of carrying out such

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improvements or when sufficient funds are available for such improvements. c. Replace windows damaged from the outside.
d. Landlord shall perform its maintenance and repair obligations in a timely manner. Should Landlord fail to do so, Tenant may complete the task and bill Landlord the actual cost thereof. Landlord shall pay such bill within thirty (30) days of receipt.

7.3 Capital Improvements. Notwithstanding the provisions of Section 7.1 and 7.2 and in accordance with Section X.C.2 of the JPA Agreement, Landlord and Tenant shall work together to plan for the provision and payment of capital improvements and capital repairs to the Library facilities operated by Tenant, including, but not limited to, major repair and replacement of building structures, HVAC systems, plumbing, roofing, ADA improvements, and other structural elements or external features such as parking lots.

8. ASSIGNMENT AND SUBLETTING. Tenant shall have no right to encumber the leasehold hereunder in any manner and shall not assign, sublet, hypothecate or otherwise transfer whether voluntarily, involuntarily, or by operation of law, its interest in this Lease or any part thereof without the prior written approval of Landlord. No such assignment or transfer shall be valid or binding without said prior written approval, and then only upon the condition as such assignee or other successor in interest shall agree in writing to be bound by each and all of the covenants, conditions and restrictions of this Lease. An attempted assignment or transfer not in compliance with the provisions of this Section shall be grounds for Landlord's termination of this Lease. Consent to any assignment or transfer shall not be deemed a waiver of this requirement as to any subsequent assignment or transfer.

9. INSURANCE. The Parties shall maintain insurance coverage and policies respecting the Premises, and Tenant's operation of the Library thereon, as set forth below.

9.1 Tenant's Insurance Requirements. At all times during the Term, Tenant, at its own expense, shall maintain:
a. Workers' Compensation insurance in the limits required by the laws of the State of California. The insurer shall agree to waive all rights of subrogation against the Landlord, its officials, officers, agents, and employees, boards, commissions, and authorized volunteers for losses arising out of use and occupancy of the premises;
b. General Liability insurance for claims of bodily injury or death and property damage with limits of not less than $2,000,000 per occurrence, $4,000,000 aggregate;
c. insurance coverage on a broad-form basis insuring against "all risks of direct physical loss" on all of Tenant's personal property located in the Premises and any improvements to the Premises made by Tenant, in an amount not less than their full replacement value, including any and all fire insurance coverage for personal contents; and
d. if Tenant operates owned, hired or non-owned vehicles on the property, comprehensive automobile liability insurance with a limit of not less than $2,000,000 combined bodily injury and property damage.

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All such insurance shall be placed with insurers having a rating of not less than "Best's" rating of A, VII. Each such policy shall name Landlord, its officials, officers, agents, employees, boards, commissions, and authorized volunteers as additional insureds, and shall provide that it will not be terminated or substantially amended during the Term to affect the coverage required except after thirty (30) days' prior notice thereof to Landlord, and that such insurance is primary and non-contributory with respect to additional insureds. Tenant shall, prior to its occupancy of the Premises and annually thereafter within ten (10) days following renewal of each such policy, furnish to Landlord endorsements evidencing the Landlord as an additional insured. The policies of insurance shall specifically say that the insurance companies waive any and all right of subrogation against Landlord, officials, officers, agents, and employees, boards, commissions, and authorized volunteers.

9.2 Landlord's Insurance Requirements. Landlord shall procure and maintain a policy of standard fire and casualty insurance for the building located on the Premises. Such policy shall include loss of use coverage to the benefit of Tenant, and Tenant shall be named as an additional insured on the policy.

10. Waiver of Damages and Indemnification. . Landlord shall hold harmless from, and defend Library, it’s officers, it’s officials, employees, volunteers, and agents against, any and all claims or liability for any death or injury to any person or damage to any property, whatsoever, occurring in, on or about the Premises or any part thereof, or occurring in, on about any other areas of facilities of the building, including without limiting the foregoing, walkway(s), driveway(s), parking area(s), stairways, or passageways to the extent such death, injury or damage is caused in part or in whole, directly or indirectly, by the act, negligence or fault of, or omission of any duty, with respect to the Library, by City, its agents, servants, employees, or invitees. This section 10 shall survive the termination of this Lease.

Tenant shall hold harmless from, and defend the City of Healdsburg, it’s officers, it’s officials, employees, volunteers, and agents against, any and all claims or liability for any death or injury to any person or damage to any property, whatsoever, occurring in, on or about the Premises or any part thereof, or occurring in, on about any other areas of facilities of the building, including without limiting the foregoing, walkway(s), driveway(s), parking area(s), stairways, or passageways to the extent such death, injury or damage is caused in part or in whole, directly or indirectly, by the act, negligence or fault of, or omission of any duty, with respect to the City, or by Tenant, its agents, servants, employees, or invitees. This section 10 shall survive the termination of this Lease.

11. LITIGATION EXPENSES. If either party shall bring an action against the other by reason of the breach of any covenant, warranty, or condition hereof, or otherwise arising out of this Lease, whether for declaratory or other relief, the prevailing party in such suit shall be entitled to its costs of suit and reasonable attorney fees, which shall be payable whether or not such action is prosecuted to judgment. “Prevailing Party” within the meaning of this paragraph shall include without limitation a party who brings an action against the other after the other’s breach of default, if such action is dismissed upon other’s breach or default, if such action is dismissed upon the other’s payment of the sums allegedly due or performance of the covenant’s allegedly breached, or if the plaintiff obtains substantially the relief sought by it in the action.

12. DEFAULT. Either Party shall be in default of this Lease for failure to perform any of the

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terms, covenants, and conditions of this Lease, such failure remaining uncured for thirty (30) days after written notice thereof. A notice of default shall specify in detail the alleged event of default and the intended remedy. If by reason of the nature of the breach, it cannot be cured within thirty (30) days, then within a time that would be reasonable if the defaulting Party were to proceed with diligence to remedy the breach. Upon lapse of the aforesaid cure periods, the non-defaulting Party shall have all remedies available at law and in equity, including, without limitation, the right to terminate this Lease. In the event Landlord terminates this Lease under this provision, it shall provide an alternate location for Tenant to operate the Library or withdraw from the JPA Agreement.

13. CASUALTY. In the event of damage causing a partial destruction of the Premises during the Term of this Lease from any cause, Landlord shall supply an alternate location for Tenant's operation of the Library, or make all necessary repairs to the uninhabitable portion as quickly as reasonably possible to restore possession of the Premises to Tenant. Upon a total destruction of the Premises, either Party shall have the right to terminate this Lease upon written notice to the other Party. In such event, Landlord shall provide an alternate location for Tenant to operate the Library or withdraw from the JPA Agreement.

14. CONDEMNATION. Should all or any part of the Premises be taken by any public or quasi-public agency or entity under the power of eminent domain during the Term of this Lease such that the Premises is no longer usable for the Lease purposes, either Party shall have the right to terminate this Lease upon written notice to the other Party. In such event, Landlord shall provide an alternate location for Tenant to operate the Library or withdraw from the JPA Agreement. Any and all damages and compensation awarded or paid due to the taking shall belong to Landlord except for amounts due to Tenant for moving expenses or for damage to any personal property or Trade Fixtures owned by Tenant, loss of business, goodwill, and the value of the unexpired Term of this Lease.

15. TENANT'S DUTY TO SURRENDER. Upon the termination of this Lease, Tenant shall surrender to Landlord the possession of that portion of the Premises occupied by Tenant, excepting Tenant's personal property and Trade Fixtures. Tenant shall leave the surrendered Premises in good and broom-clean condition, and shall repair any areas damaged by removal of its Trade Fixtures, excepting reasonable wear and tear.

16. HOLDING OVER. Should Tenant, with Landlord's consent, hold possession of the Premises or any portion thereof after the date upon which the Premises is to be surrendered, Tenant will become a tenant on a month-to-month basis upon all the terms, covenants, and conditions of this Lease.

17. RELOCATION. In accordance with Section X.C.3 of the JPA Agreement, any temporary or permanent relocation of the Library shall be mutually agreed upon by Landlord and Tenant.

18. GENERAL CONDITIONS, MISCELLANEOUS PROVISIONS.

18.1 Notices. All notices, demands, consents, requests or other communications required to or permitted to be given pursuant to this Lease shall be in writing, shall be given only in accordance with the provisions of this Section, shall be addressed to the Parties in the manner set forth below, and shall be conclusively deemed to have been properly delivered and received by the receiving Party (a) upon receipt when hand delivered, (b) upon the day of delivery if the notice has been deposited in an authorized receptacle of the United States Postal Service as first-class, registered or certified mail, postage prepaid, with a return receipt

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Attachment: Proposed Lease-Healdsburg Regional Library (4186 : Healdsburg Library Lease) 2350398.3 8
requested (provided that, the sender has in its possession the return receipt to prove actual delivery), or (c) upon actual delivery if deposited with any commercially recognized overnight carrier that routinely issues receipts (provided that, the sending party receives a confirmation of actual delivery from the courier). The addresses of the Parties to receive notices are as follows:

TO LANDLORD: City of Healdsburg
401 Grove Street
Healdsburg, CA 95448
Attn: Andrew Sturmfels, Assistant City Manager
TO TENANT: Sonoma County Library
6135 State Farm Drive
Rohnert Park, CA 94928
Attn: Library Director
If any notice is refused, the notice shall be deemed to have been delivered upon such refusal.

Any notice delivered after 5:00 p.m. (recipient's time) or on a non-business day shall be deemed delivered on the next business day. A Party may change or supplement the addresses given above, or designate additional addressees, for purposes of this Section by delivering to the other Party written notice in the manner set forth above.

18.2 Captions. The captions of the various articles, sections, and paragraphs of this Lease are for convenience and ease of reference only and do not define, limit, augment or describe the scope, content, or intent of this Lease or of any part or parts of this Lease.

18.3 Entire Agreement. This Lease and its exhibits integrate all of the terms and conditions related or incidental to its subject matter, and supersede all negotiations or previous agreements between the Parties with respect to its subject matter.

18.4 Modification. No modification of this Lease shall be effective unless and until such modification is evidenced by a writing signed by both Parties.

18.5 Counsel. Each Party has relied on its own examination of this Lease, the counsel of its own advisors, and the warranties, representations, and covenants in the Lease itself. The failure or refusal of either Party to inspect the Premises, to read this Lease or other documents, or to obtain legal or other advice relevant to this transaction, constitutes a waiver of any objection, contention or claim that might have been based on such reading, inspection or advice.

18.6 Successors. Subject to the provisions of this Lease on assignment, each and all of the covenants and conditions of this Lease shall be binding on and shall inure to the benefit of the heirs, successors, executors, administrators, and assigns of the respective Parties .

18.7 Applicable Law. This Lease shall be construed and interpreted in accordance with the laws of the State of California, without respect to principles of conflicts of law.

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Attachment: Proposed Lease-Healdsburg Regional Library (4186 : Healdsburg Library Lease) 2350398.3 9

18.8 No Discrimination. The Parties shall comply with all applicable federal, state, and local laws, rules, and regulations relating to non-discrimination in employment and services because of race, color, ancestry, national origin, religion, sex, sexual orientation, marital status, age, medical condition, and handicap.

18.9 Time. The Parties agree that time is of the essence of this Lease.

18.10 Severability. If any term, provision or condition of this Lease is held by a court of competent jurisdiction to be invalid or unenforceable, the remainder of this Lease shall continue in full force and effect unless an essential purpose of this Lease would be defeated by loss of the invalid or unenforceable term, provision or condition.

18.11 Force Majeure. Neither Party shall be required to perform any term, condition or covenant in this Lease so long as such performance is delayed or prevented by force majeure, which shall mean acts of God, strikes, lockouts, restrictions by any governmental authority, civil, riot, floods, pandemic, and any other cause not reasonably within the control of such Party (excluding financial inability) and which by the exercise of due diligence the Party is unable, wholly or in part, to prevent or overcome.

18.12 Counterparts. This Lease may be executed in one or more counterparts, each of which shall be an original and all of which taken together shall constitute one and the same instrument.

18.13 Authority. The person executing this Lease on behalf of each Party has been duly authorized to do so by the entity he or she represents. This Lease constitutes valid and binding obligations of the Parties, enforceable in accordance with its terms. (Signatures on Next Page)

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Attachment: Proposed Lease-Healdsburg Regional Library (4186 : Healdsburg Library Lease) 2350398.3 10
IN WITNESS WHEREOF, this Lease is executed in duplicate by the Parties hereto on the day and year first above written.

Landlord:

City of Healdsburg,
a California municipal corporation
By:

Name:

Title:

Tenant:

Sonoma County Library,
a California joint powers agency
By:

Name: Erika Thibault
Title: Library Director
Approved as to Form:

By:

Name: Jeffrey Mitchell
Title: General Counsel

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Attachment: Proposed Lease-Healdsburg Regional Library (4186 : Healdsburg Library Lease) 2350398.3 1
Exhibit A
(Depiction of Premises)

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Attachment: Proposed Lease-Healdsburg Regional Library (4186 : Healdsburg Library Lease)

PIPER STREET
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T

PIPER STREET
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STREET

PIPER STREET
CE
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STREET
144
139
507
518
518A
519
509
511
515
517
002-163-007
002-111-023
002-111-002
002-111-003
002-111-004
002-111-024
002-111-005
002-111-022
002-111-019
002-111-018
Sources: Esri, HERE, Garmin, USGS, Intermap, INCREMENT P, NRCan, Esri Japan, METI, Esri China (Hong Kong), Esri Korea, Esri (Thailand), NGCC, (c) OpenStreetMap contributors, and the GIS User Community, City of Healdsburg GIS
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Map Date: 9/18/2023
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Exhibit A: 139 Piper St
This map was generated from the Healdsburg GIS Viewer and is for internal use and reference only.

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Attachment: Exhibit A 139 Piper St (4186 : Healdsburg Library Lease)

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: October 16, 2023
SUBJECT: Adjust the timing and funding for the proposed Healdsburg Ave Underground Utility District
PREPARED BY: Terry Crowley, Utilities Director
STRATEGIC INITIATIVE(S):

Maintain and Improve Infrastructure and Facilities
RECOMMENDED ACTION(S):

Adopt a Resolution amending the Adopted Fiscal Year 2023-24 Budget to increase appropriations for the "Underground Healdsburg Ave" project.

COMMUNITY ENGAGEMENT/OUTREACH:

No outreach was sought for this agenda item.

BACKGROUND:

In May of 2023 the California Transportation Commission awarded the City of Healdsburg $11,819,000 in grant funding to construct the Healdsburg Avenue Complete Streets Project. This project, among other things, is intended to improve pedestrian and bicyclists travel along Healdsburg Avenue from the City’s northern border to Powell Avenue. The work will include the reconfiguring of traffic lanes to better accommodate pedestrians and bicyclists.

In conjunction with the Complete Streets project, it was proposed and included in the recently adopted electric rate increases to fund underground of overhead utility lines along portions of Healdsburg Avenue ahead of the surface improvements. Specifically, the targeted area for undergrounding was Healdsburg Ave from Boxheart Drive to just north of Sunnyvale Drive.

As the design for the Complete Streets project is underway, utility coordination and design work for the undergrounding must also begin. In general, this work consists of working with each utility with existing overhead wires to determine their needs and requirements to relocate overhead wires into underground substructures. Existing utilities with overhead wires include the City of Healdsburg, PG&E, AT&T, Comcast, and Sonic.

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DISCUSSION/ANALYSIS:

City staff have begun the initial layout necessary to gain participation from existing utilities within the area. To move beyond this initial stage, staff is requesting the City Council approve additional funding in the current fiscal year (FY) to allow design and utility coordination work to begin. The total project is anticipated to cost approximately $4.5 million, and staff are proposing to budget $220,000 for the initial design work.

To effect an Underground Utility District (UUD) the City must develop an initial design that includes trench locations, possible locations for utility vaults, and identify all existing overhead utility services for conversion to underground. This stage of the project will also determine the exact boundaries for the project and share those with other affected utilities. While this work has begun, additional funding is needed to complete these initial design steps and coordinate with existing overhead utilities.

Coordination with affected utilities requires establishment of agreements between the City and other existing overhead utilities (PG&E, AT&T, Comcast, and Sonic). These agreements will determine project timelines, and cost shares for the undergrounding of existing utilities. Once these agreements are drafted City staff will bring the agreements back to council for review and possible establishment of the UUD.

During the current fiscal year significant effort will be spent to finalize the design of new underground utilities, coordination with investor-owned utilities, and work with property owners along this section of Healdsburg Avenue. This design work will be done in conjunction with the Healdsburg Avenue Street improvements as well as any replacement of wet-utility infrastructure (water, wastewater, and storm-drains). Once the design work is completed for each utility involved in the project, staff will request bids for the trenching and substructure work necessary to place the overhead utilities underground. This work is planned for FY 2024-25, to be completed before the planned surface improvements in FY 2025-26.

Staff is recommending the City Council approve $220,000 in FY 2023-24 budget appropriations for the “Underground Healdsburg Avenue” CIP project. This will allow for the initial phases of design and coordination with impacted utilities. To complete the project additional appropriations will be required and will be proposed during the upcoming biennial budget process. As the project progresses and the design becomes more finalized, staff will provide additional information and updated project costs.

ENVIRONMENTAL STEWARDSHIP:

Undergrounding the City’s and PG&E overhead powerlines will reduce the risk of utility caused wildfires as these lines are currently within the City’s Wildland Urban Interface (WUI) and an area designated by the California Public Utility Commission (CPUC) as high risk. Reducing the risk of wildfire protects the natural environment and reduces the chances of GHG emissions from wildfire.

ALTERNATIVES:

As an alternative, the City Council could choose not to fund the project at this time and provide further direction to staff. If the Council wishes to complete the undergrounding work, staff does

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not recommend this alternative as the timing for the Healdsburg Avenue Street Improvements are driving a need to accelerate the design of the underground utility work.

FISCAL IMPACT:

The total cost of the Underground Healdsburg Ave project EL008 is currently estimated at $4.5 million with most of the expenses occurring in FY 2024-25 during the construction phase of the project. Staff’s recommendation is to approve $220,000 of budget appropriations in FY 2023-24 to allow for design and coordination with the private utility companies. The project is proposed to be funded largely by rate payers through a transfer from the Electric Operating Fund to the Electric Capital Fund. However, the coordination with private utilities will result in agreements for the establishment of a UUD that may include cost sharing arrangements where the private utilities contribute towards applicable project costs. Any agreements and cost sharing arrangements will be brought to the council for review and approval. The remaining project funding for construction will be proposed during the upcoming budget process.

ENVIRONMENTAL ANALYSIS:

Pursuant to California Environmental Quality Act (“CEQA”) and Title 14, the California Code of Regulations, Section 15378(b) (2), continued administrative actions do not qualify as a “Project”. Therefore, no further CEQA or environmental review is required.

ATTACHMENT(S):

Resolution
Exhibit A

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CITY OF HEALDSBURG
RESOLUTION NO. -2023

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

HEALDSBURG AMENDING THE ADOPTED FISCAL YEAR
2023-24 BUDGET TO INCREASE APPROPRIATIONS FOR
THE “UNDERGROUND HEALDSBURG AVE” PROJECT
WHEREAS, the City owns and operates and electric utility for the benefit of the Healdsburg community; and
WHEREAS, in May of 2023 the City’s Streets Department was awarded $11.8 million for surface improvements along Healdsburg Ave; and
WHEREAS, in conjunction with these street improvements, the City could place existing overhead wires underground ahead of any surface improvements; and WHEREAS, to fulfil this effort staff recommends adjusting the existing CIP budget to accelerate both the design and construction phases of the “Underground Healdsburg Ave” CIP project; and
WHEREAS, accelerating the project’s timeline requires appropriation of funding within the current fiscal year to begin design; and
WHEREAS, Pursuant to California Environmental Quality Act and Title 14, the California Code of Regulations (“CEQA Guidelines”), Section 15378(b)(2), continued administrative actions do not qualify as a “Project”.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Healdsburg hereby:

1. Find that Pursuant to California Environmental Quality Act and Title 14, the California Code of Regulations (“CEQA Guidelines”), Section 15378(b)(2), continued administrative actions do not qualify as a “Project”.

2. Approves amending the fiscal year 2023-24 budget as depicted on the attached Exhibit A.

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Healdsburg, this 16th day of October 2023, by the following vote:

AYES: Councilmembers: ( )
NOES: Councilmembers: ( )
ABSENT: Councilmembers: ( )
ABSTAINING: Councilmembers: ( )
SO ORDERED: ATTEST:
_________________________________ _________________________________ Ariel Kelley, Mayor Raina Allan, City Clerk

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Attachment: Resolution (4172 : Underground Healdsburg Ave Project Funding) Resolution No.

Exhibit A
Account Number Increase Amount Decrease Amount Description 542-7501-45000-EL008 $ 220,000 Increase budget for Underground Healdsburg Ave Project EL008 540-8080-42301-00000 $ 220,000 Increase Electric Operating Fund Transfer out to Electric Capital Fund 542-1000-39001-00000 $ 220,000 Increase Electric Capital Fund Transfer in from Electric Operating Fund FY 23-24 Budget Amendment

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Attachment: Exhibit A (4172 : Underground Healdsburg Ave Project Funding)

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: October 16, 2023
SUBJECT: Approve a Professional Services Agreement to update Healdsburg's water and wastewater usage forecast and provide revised revenue projections PREPARED BY: Terry Crowley, Utilities Director
STRATEGIC INITIATIVE(S):

Maintain and Improve Infrastructure and Facilities
RECOMMENDED ACTION(S):

Adopt a Resolution approving a Professional Services Agreement with Raftelis Financial Consultants Inc. to update the water and wastewater cost of service studies and rate structures for an amount not to exceed $70,093 and authorizing the City Manager to approved change orders up to 15% of the original fee proposal.

COMMUNITY ENGAGEMENT/OUTREACH:

No public engagement was sought for this item.

BACKGROUND:

In June of 2022 the City Council adopted a series of water and wastewater rate increases with the intent of covering the City’s costs to provide these services including funding planned capital replacements. Fundamental to assuring adequate revenues, is the forecasting of future water and wastewater usage. Through Fiscal Year 2021-22 and FY 2022-23 the City of Healdsburg has continued to see water and wastewater usage much lower than historical averages.

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The chart above shows water usage from Fiscal Year (FY) 2011-12 through FY 2022-23. The City’s water usage, over this twelve-year period, substantially decreased due to mandatory conservation required in FY 2014-15 through FY 2015-16 and again as required during FY 2021-22 and FY 2022-23. The 2022 cost-of-service study forecasted milder initial conservation levels in FY 2021-22 and a steady rebound in water usage in the subsequent years much like what was seen in the 2014 drought. Actual sales remain lower than initial expectations resulting in inadequate revenues to fund operational costs or capital improvement projects, and to meet debt covenants. While usage in the first quarter of FY 2023-24 continues trending upward, the gap between current use and forecasted use is financially unsustainable at the current rates.

DISCUSSION/ANALYSIS:

Due to low consumption, the water and wastewater funds have both reduced operational costs in an effort to rebalance the budgets with the lower revenues. Despite these efforts the FY 2023-24 Adopted Budget requires the use of reserve funds in the wastewater fund and the debt coverage ratios for both utilities remain in jeopardy. In response to the need for an updated financial strategy staff issued a request for proposals (RFP) to update forecasts on water and wastewater usage and use those forecasts to project future revenues. From these projections, adjustments to rate increases planned for FY 2024-25, FY 2025-26, and FY 2026-27 can be made. Additionally, to improve water supply security during drought years staff requested proposals for the possible incorporation of additional contracted water into the City’s water supply portfolio and development of water rates to help recover the costs of contracted water.

On September 7, 2023, City staff received two proposals with the proposal from Raftelis Financial Consultants Inc. (Raftelis) being ranked the highest. Raftelis proposal indicated a team with many decades of experience and many completed cost-of-services including local agencies

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such as Calistoga, Sebastopol, and St. Helena. Raftelis also provided a project timeline indicating implementation of rate adjustments on or before July of 2024.

During the process of reviewing and updating forecasted water and wastewater usage, staff also plan to work closely with Raftelis to review necessary capital replacement projects and how best to fund those projects to meet both regulatory obligations and avoid disruptions to utility services. The forecasting of consumption as well as developing a strong financial plan to fund capital replacement projects are key to the long-term financial stability of the City’s water and wastewater departments.

Upon review of the proposals received, staff is recommending the City Council approve a contract with Raftelis to update the current water and wastewater cost-of-service and planned rates. If approved by Council, staff and the consultant plan to bring forward updated information in January of 2024 regarding revenues and possible adjustments to rate structures.

ENVIRONMENTAL STEWARDSHIP:

Continued funding of the City’s water and wastewater departments allows the City to maintain public water and sewer services within regulatory compliance. Meeting state and regional regulatory compliance in the provisioning of these two public health services, helps lessen the City’s impact on the natural environment surrounding Healdsburg.

ALTERNATIVES:

The City Council could choose not to award an agreement to Raftelis and provide further direction to staff. Staff doesn’t recommend this alternative as Raftelis’ proposal has demonstrated their competence to complete the work and provide the City a viable financial future.

FISCAL IMPACT:

Raftelis provided a fee proposal totaling $70,093 to complete the work. While the current FY 2023-24 operating budgets did not contemplate this additional cost-of-service review, staff plans to work within the adopted budget to fund the agreement with Raftelis. Additionally, staff is requesting that Council delegate authority to the City Manager to approved change orders up to 15 percent of the original proposal’s fee ($10,513).

ENVIRONMENTAL ANALYSIS:

Pursuant to Title 14, the California Code of Regulations, Section 15302(c) of the California Environmental Quality Act ("CEQA") guidelines, the proposed action is an administrative activity of the City that will not result in direct or indirect physical changes to the environment.

ATTACHMENT(S):

Resolution

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CITY OF HEALDSBURG
RESOLUTION NO. -2023

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

HEALDSBURG APPROVING A PROFESSIONAL SERVICES

AGREEMENT WITH RAFTELIS FINANCIAL CONSULTANTS
INC. TO UPDATE THE WATER AND WASTEWATER COST

OF SERVICE STUDY AND RATE STRUCTURES FOR AN
AMOUNT NOT TO EXCEED $70,093, AND AUTHORIZING

THE CITY MANAGER TO APPROVE CHANGE ORDERS UP
TO 15% OF THE ORIGINAL FEE PROPOSAL
WHEREAS, the City owns and operates water and wastewater utility for the benefit of the Healdsburg community; and
WHEREAS, on a routine basis the City needs to perform cost-of-service studies to assure current and future costs are being properly recovered; and WHEREAS, the City Council adopted a five-year series of water and wastewater rate increases in June of 2021; and
WHEREAS, the ability of the rates adopted in 2021 to produce adequate revenues was heavily dependent upon water and wastewater sales quickly recovering after a multi-year and historic drought; and
WHEREAS, due to deficits in collected revenues and the City’s costs to provide water and wastewater service staff requested proposals to update the city’s cost-of-service study and rates; and
WHEREAS, City staff received two responses on September 7, 2023; and WHEREAS, staff’s review of the two responses found Raftelis Financial Consultants Inc. (Raftelis) to be the higher ranked proposal based upon qualifications and fee; and WHEREAS, the scope of services will include updating forecasted water usage and updating the cost-of-service based upon operational costs and necessary capital replacement costs; and
WHEREAS, the updated cost-of-service study will include a recommended rate structure to address inflationary costs and future capital costs; and WHEREAS, Pursuant to California Environmental Quality Act and Title 14, the California Code of Regulations (“CEQA Guidelines”), Section 15378(b)(2), continued administrative actions do not qualify as a “Project”.

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Attachment: Resolution (4169 : PSA for Water/Wastewater Cost of Service Update) Resolution No. – 2023

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NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Healdsburg hereby:

1. Find that Pursuant to California Environmental Quality Act and Title 14, the California Code of Regulations (“CEQA Guidelines”), Section 15378(b)(2), continued administrative actions do not qualify as a “Project”.

2. Approve a Professional Services Agreement with Raftelis for the development of an water and wastewater cost-of-service studies and rate adjustments.

3. Authorize the City Manager to execute a Professional Services Agreement with Raftelis for the amount of $70,093 and authorize the City Manager to approve project change orders up to 15% of the original fee proposal.

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Healdsburg, this 16th day of October 2023, by the following vote:

AYES: Councilmembers: ( )
NOES: Councilmembers: ( )
ABSENT: Councilmembers: ( )
ABSTAINING: Councilmembers: ( )
SO ORDERED: ATTEST:
_________________________________ _________________________________ Ariel Kelley, Mayor Raina Allan, City Clerk

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Attachment: Resolution (4169 : PSA for Water/Wastewater Cost of Service Update)

CITY OF HEALDSBURG

CITY COUNCIL AGENDA STAFF REPORT
MEETING DATE: October 16, 2023
SUBJECT: Final Climate Mobilization Strategy
PREPARED BY: Terra Sampson, Utility Conservation Analyst STRATEGIC INITIATIVE(S):

Pursue Initiatives that Promote Environmental Stewardship Provide Effective Governance
RECOMMENDED ACTION(S):

Adopt a Resolution adopting the Climate Mobilization Strategy.

COMMUNITY ENGAGEMENT/OUTREACH:

A key goal of the Climate Mobilization Strategy (CMS) was to be a community-driven process.

To gain as much input from a diverse set of community members, the City hosted four CMS community events that were open to the community members and advertised using multiple outreach methods. Events were hosted in person, virtually, and throughout the year to provide many opportunities for community engagement and feedback. The City partnered with Corazón Healdsburg to facilitate each of the events in Spanish, helping the diverse voices of the community to be heard throughout the process. The City also hosted stakeholder group meetings, including Climate Action Healdsburg, Healdsburg Chamber of Commerce Government Affairs Committee, Healdsburg Rotary Club, Healdsburg Senior Center, and the Healdsburg High School Eco-Art Club. Event development was dynamic, taking feedback from each event and adjusting accordingly to increase access and engagement.

Additionally, the City issued three surveys with the goal of gaining an understanding of the community’s current interest and concerns surrounding climate change, and what projects and actions the community would like to see the City prioritize to reduce impacts of climate change, while retaining the character of the City. The first survey received over 260 responses, with 256 English response and 12 Spanish responses. The second survey received approximately 460 responses, 106 of which were in Spanish, and an additional 65 responses received from the Climate Fest Activity.

The third survey was open from August 22 to September 10, 2023 and received 404 English responses and 72 Spanish responses. The intent of this third survey was to drill down on some

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specific policy proposals that staff believed to be more controversial than the rest of the plan. A summary of results includes:
• The survey asked respondents about their willingness to pay additional electricity costs that would likely be associated with the CMS goal to obtain 85% renewable and carbonfree electricity by 2030. Overall, 57% of respondents were not willing or somewhat unwilling, 37% willing or somewhat willing, and 7% were neutral. A majority of Spanish speaking respondents (87%) were not willing to take on this cost. • Respondents were asked to what extent they agree with a policy that requires existing gas appliances to be upgraded to electric appliances for existing buildings during large renovation projects (over $250,000 residential, and over $500,000 commercial). Overall, 51% of respondents disagreed with the policy, 32% agreed, and 17% were neutral or indicated that this was not applicable as they were not building owners. • The survey asked several questions related to driving, including whether respondents were willing to pay a parking fee downtown to reduce individual driving, which alternative transportation method the respondent would most likely use, and what resources would need to be available to encourage purchase and use of an electric vehicle (EV). The majority of survey respondents (74%) opposed the implementation of a downtown parking fee. Regarding alternative transportation methods, 49% of respondents indicated that they did not want to reduce their individual driving with a majority of Spanish speaking respondents (73%) noting this. However, 40% of English speaking respondents indicated that walking or biking would be a preferred method to reduce individual driving. Overall, 20% of respondents indicated that they do not want to switch to an EV with 55% of Spanish speaking respondents indicating this. An additional 39% of Spanish speaking respondents found that measures related to EVs are not applicable because they do not own a car. Of the EV resources selected, incentives to offset initial costs, public charging opportunities, and affordable public charging rates were the most commonly selected.
• Overall, 76% of respondents are already sorting their organic waste and an additional 9% plan to. Though 32% of Spanish speaking respondents are currently sorting organic waste, 39% are not and do not plan to.
• When asked whether the respondent supports the implementation plan, 54% of respondents did not support the plan and 39% of respondents did support the plan. A majority of Spanish speaking respondents did not (88%); while there was a split response from English speaking respondents (45% support, 48% not support). The survey focused on the more difficult actions and did not ask about other supportive and engagement actions that are also included in the CMS, which could have contributed to lower levels of support. Edits were made to some CMS actions to address feedback and comments received.

The results of this survey were used to guide revisions to several components of the CMS and Implementation Plan. A summary of the most recent changes is included in the next section of this report. Community insight is incredibly valuable for this process as it provides insight into the extent to which the CMS aligns with the specific needs and aspirations of the people it aims to serve. A full list of outreach and engagement activities is included in Appendix C of Attachment 1.

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BACKGROUND:

Human activities that result in greenhouse gas emissions have warmed the Earth to a point that threatens climate stability, setting in motion significant threats to the Earth’s ecosystems, including droughts, floods, extreme weather events, increased heat, wildfires, species extinction, and accelerating ice mass loss that will result in sea-level rise. Restoring a safe and stable climate requires immediate and sustained action. Senate Bill 32, adopted in 2016, established a statewide goal to achieve 40% GHG emissions reductions from 1990 levels by 2030. In 2022 Assembly Bill 1279 (Muratsuchi) codified the State’s goal of achieving net-zero greenhouse gas emissions (GHG) by 2045 and maintaining net-neutral greenhouse gas emissions thereafter.

In July 2016, the Sonoma County Regional Climate Protection Authority (RCPA) released a Climate Action Plan for 2020 and beyond for Sonoma County. In March 2021, RCPA released a Climate Mobilization Strategy. This strategy calls for a more aggressive goal than the State of achieving carbon neutrality by 2030. For purposes of RCPA’s plan, carbon neutrality is defined as achieving GHG reductions at levels 80% below 1990 levels and achieving the ability to sequester the remaining 20% of GHG emissions. Several other communities in the region, including Santa Rosa, Sebastopol, and Windsor, have adopted Climate Mobilization Strategies, or comparable documents, that target actions each community can take to reduce GHG emissions.

In RCPA’s 2020 GHG Inventory for the County, the County achieved a 23% overall emission reduction from the 1990 baseline. During the time period of 1990-2020, the City of Healdsburg achieved an 11% GHG reduction overall, and a 26% GHG reduction per capita (See Figure 1).

Figure 1: 1990-2020 GHG Emission Trends by Year – Healdsburg Source: RCPA, 2020 GHG Inventory
To support State and regional climate goals, Healdsburg aims to substantially reduce GHG

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emissions. The proposed CMS establishes an efficiency target of 40% reduction in GHG emissions per capita from 1990 levels in alignment with state goals, and in support of the RCPA goal recognizing that the City alone is not able to meet a carbon neutrality goal by 2030. The pathway to achieve Healdsburg targets in alignment with the state’s targets is shown in Figure 2.

The emissions gap between Healdsburg’s forecasted emissions and the target pathway represent the amount of GHG emissions that Healdsburg is committed to reducing through local GHG reduction strategies and projects. For Healdsburg, the state’s efficiency target requires reducing emissions by 1.1 MT CO2e per capita by 2030 and working towards carbon neutrality by 2045.

Based on the forecasted population in 2030 and 2045 this translates to a mass emissions reduction of approximately 13,636 MT CO2e and 81,219 MT CO2e, respectively.

In areas where there is substantial community and City Council support, as well as available staff resources and budget, the City will seek to exceed the state’s efficiency target. The proposed CMS is expected to achieve a 31,675 MT CO2e reduction if fully implemented by 2030, which translates to a reduction of approximately 2.5 MT CO2e per capita, or 54% below 1990 per capita levels. This would exceed the State’s 2030 efficiency target goal by nearly 15%.

Figure 2: Healdsburg GHG Emission Reduction Goals to Meet State Efficiency Target Source: CMS Document
During the City Council Strategic Goal Setting Meeting on March 7th, 2022, Council adopted a strategic goal to develop a Climate Mobilization Strategy (CMS) and directed staff to include funding in the 2022-23 budget.

On October 17, 2022 City staff held a kickoff with the City Council outlining the process steps for developing a CMS. On November 21, 2022, the Council adopted a resolution approving a Professional Services Agreement with Rincon Consultants to support the development of the CMS. The approved scope of work included supporting the City with Emissions Forecasting and Target Analysis, Measure Development, Community Outreach and Engagement, development of

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the CMS document, and overall project management support.

On May 1, 2023 staff provided Council an update on the development of the Climate Mobilization Strategy. On June 20, 2023 staff presented to Council a draft list of measures and actions to consider for inclusion in the CMS. On September 5, 2023 staff presented to Council the draft CMS document and Implementation Plan. Following the meeting and the final online survey, Staff worked with the consultant to incorporate City Council, community, and City staff feedback into the final CMS for consideration of adoption.

Incorporating feedback received throughout the development process, staff worked closely with the consultant to develop the full Climate Mobilization Strategy document and an Implementation Plan for the next one to three years. The purpose of this agenda item is to bring a final CMS back to Council for proposed adoption.

DISCUSSION/ANALYSIS:

The CMS, included as Attachment 1 to this report, sets forth a roadmap for how the City will reduce GHG emissions in the near term to meet the established 2030 goals and make progress towards carbon neutrality in 2045. The CMS builds upon Healdsburg’s previous efforts with actions that are equitable, achievable, and implementable. The CMS has 18 measures that identify specific goals (i.e., Healdsburg activity data targets by 2030) within each sector that will contribute to the overall GHG reduction goal. The measures are organized into sectors, which relate to the specific area to which the strategies and actions pertain. These include Building Energy, Transportation, Solid Waste, Water and Wastewater, and Carbon Sequestration. Staff and Rincon analyzed each measure for costs. For each Measure, an analysis of City Cost, Community Cost, Cost Effectiveness, and Co-Benefits is included, and a key performance indicator is identified to help monitor progress.

Each measure also has supporting actions, which consist of the specific steps that the City will take in support of the strategies. Actions identify the supportive programs, policies, financial pathways, and other commitments that will accomplish a measure goal. The actions should be viewed as the steps to implement the goal. There are 93 actions included in the CMS.

One of the key purposes of this CMS was to identify and prioritize key measures and actions to be implemented in the near-term that are most impactful at reducing GHG emissions. Therefore, an Implementation Plan has been developed for the next one to three years to provide a road map for City staff to focus their resources, budget, and staff capacity. The Implementation Plan considered the following criteria:
• GHG Reduction Potential
• Cost-effectiveness
• Community Interest and Support
• Funding Source
• Equity
• Federal and State Mandates
• In Progress / Time Dependent

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The Implementation Plan, included as Appendix D of Attachment 1, includes 62 of the actions from the CMS. The implementation plan is intended to provide a roadmap for the current fiscal year as well as the next two-year budget cycle (Fiscal Year 24/25 and 25/26), which will begin development this winter. Measures and actions not included in the Implementation Plan will be revisited in preparation for the City’s following budgeting cycle (Fiscal Years 26/27 and 27/28) or can be led by other organizations and community groups with minimal City support.

Examples of key measures and actions in the Implementation Plan include:
• Measures and actions that detail how the City can meet existing State mandates:
o Comply with the State’s Advanced Clean Fleet rule for zero-emission vehicles for the municipal fleet
o Comply with Senate Bill 1383 for organic waste diversion and procurement of organic waste products
o Update the Urban Water Management Plan and comply with the State’s upcoming Making Water Conservation a Way of Life regulation
• Measures and actions that further expand the City’s existing REACH Code in the next California Building Code update for 2026:
o Update the existing new construction Electrification Reach Code to remove appliance exemptions
o Develop a new Electrification Reach Code for existing residential and commercial buildings to require upgrading existing natural gas appliances to electric appliances during large renovations ($250,000 residential, $500,000 commercial) o Develop a new EV Reach Code for increased EV chargers • Measures and actions specific to City municipal operations to lead by example:
o Decarbonize municipal buildings and facilities through retrofitting natural gas appliances with electric alternatives and increasing energy efficiency o Decarbonize the municipal fleet using electric alternatives for on-road and offroad vehicles and equipment o Identify administrative needs for successful CMS implementation • Measures and actions to conduct studies to inform new policies or programs:
o Conduct electrification infrastructure and capacity feasibility studies to inform a resolution for 85% renewable and no-carbon electricity sources o Explore the development of a micro-mobility or car-share program o Pursue land use and development policies to support active transportation and public transit
o Complete white paper on USPS fleet electrification to inform commercial fleet electrification in Healdsburg
• Actions that develop or leverage partnerships and address equity benefits throughout the Implementation Plan:
o Developing energy efficiency programs for income-qualified customers and partnering with community organizations to promote available resources o Work with Sonoma County Transit Authority to update the Active Transportation Plan and with Sonoma County Transit to improve public transit ridership o Preserving existing trees and planting new trees, as well as maintaining existing restoration projects

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Significant changes made to the draft CMS and Implementation Plan include:
• Added considerations for exemptions for health and safety and specific use cases to the new construction and non-residential Electric-Preferred Reach Code actions o Staff received feedback from business community members with concerns relating to specific use cases and scenarios of the Reach Code, such as for cooking operations.
o No changes were made to the residential Reach Code action. Based on a review of permit data, staff expect the residential Reach Code for existing buildings to apply to approximately 15 homes per year.
• Added public transit action into Implementation Plan to work with public transit partners and rider groups to improve ridership and align with riders needs o Staff received community and Council feedback with high interest in including public transit in the Implementation Plan.
• Removed parking fee related actions from Implementation Plan o Staff removed the parking fee actions from the Implementation Plan based on the high opposition received in the online survey.
• Added new action for denser residential development where applicable o Staff added this action based on Staff and Council feedback and current efforts underway.
• Added commercial EV adoption action to Implementation Plan for USPS fleet electrification white paper
o Staff modified and added this action based on Council feedback received.

ENVIRONMENTAL STEWARDSHIP:

The development and implementation of a Climate Mobilization Strategy will support the reduction of greenhouse gas emissions within the community. The proposed CMS is expected to achieve a 31,675 MT CO2e reduction if fully implemented by 2030.

ALTERNATIVES:

The recommended action is to authorize the resolution adopting the Climate Mobilization Strategy. Council can direct staff to include, modify, remove, or add any measures or actions from the CMS overall or from the Implementation Plan.

FISCAL IMPACT:

There is no direct fiscal impact for this presentation. Costs related to the development of the CMS were included in the Fiscal Year 2022-23 budget. The CMS, and specifically the implementation plan, contemplate a wide range of future City activities and actions that will include staff time costs, consultant costs, and new or expanded program costs. These specific costs will need to be considered as part of the overall budget context for the upcoming two-year budget cycle. Tasks that do not require budget action will be included in the City workplan and completed as staff resources allow.

ENVIRONMENTAL ANALYSIS:

Adoption of the Climate Mobilization Strategy is considered a discretionary action that could therefore be a “project” under the California Environmental Quality Act (CEQA). Nonetheless, adoption of the Climate Mobilization Strategy is exempt under the “common sense” exemption

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in CEQA Guidelines Section 15061(b)(3), which establishes the general rule for projects concerning which it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment. Such activities are not subject to CEQA.

Adoption of the Climate Mobilization Strategy itself does not result in any City commitments to definite programs or projects that may have a significant environmental impact. Implementation plan items and initiatives that the City Council selects for implementation based on the Climate Mobilization Strategy will be evaluated under all applicable environmental laws and regulations to address potential environmental impacts when the initiative is considered.

ATTACHMENT(S):

Attachment 1: Final Draft Healdsburg CMS and Appendices Attachment 2: Resolution

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Climate Mobilization Strategy
Final Draft
prepared by
City of Healdsburg
City Manager’s Office
401 Grove Street
Healdsburg, California 95448
Contact: Andrew Sturmfels, Assistant City Manager
prepared with the assistance of
Rincon Consultants, Inc.
449 15th Street, Suite 303
Oakland, California 94612
October 2023

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Acknowledgements
The City of Healdsburg thanks all those that contributed to the development of this Climate Mobilization Strategy. The input from City staff from all departments, City Council, Community Partners, and the many community members that have been instrumental in development of this strategy. We are grateful for your active involvement, feedback, and support during this process. It has enriched this strategy and provided alignment with our City’s goals and the community’s character.

City Council
 Ariel Kelley, Mayor
 David Hagele, Vice Mayor
 Ron Edwards, Council Member
 Chris Herrod, Council Member
 Evelyn Mitchell, Council member
City of Healdsburg Staff
 Jeff Kay, City Manager
 Andrew Sturmfels, Assistant City Manager
 Terra Sampson, Utility Conservation Analyst
 Terry Crowley, Utilities Director
 Larry Zimmer, Public Works Director
 Curt Bates, Principal Engineer
 Jason Boaz, Fire Chief
 Lance Macdonald, Division Chief/Fire
Marshal
 Scott Duiven, Community Development
Director
 Ellen McDowell, Senior Planner
 Mark Themig, Community Services Director
 Jamie Licea, Parks and Open Spaces
Superintendent
 Matt Jenkins, Chief of Police
 Tyler Ketterman, Central Service Manager
 Allison Mattioli, Administrative Analyst II
 Gabriel Munck, Utility Conservation Intern
Community Partners
 Corazón Healdsburg
 Climate Action Healdsburg
 Chamber of Commerce
 Recology
 Zero Waste Sonoma
 Regional Climate Protection Authority
 Sonoma County Transit Authority
 Sonoma County Transit
Consultants
 Rincon Consultants, Inc.

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Table of Contents
Acknowledgements................................................................................................................................ii 1 Introduction.................................................................................................................................... 1

1.1 Purpose and Background.................................................................................................... 1

1.2 Climate Mobilization Strategy Development Process......................................................... 2 2 Scientific Context for Climate Change ............................................................................................ 5

2.1 Background on Greenhouse Gas Emissions........................................................................ 5

2.2 Public Policy Context........................................................................................................... 8 3 GHG Emissions Levels...................................................................................................................10

3.1 Healdsburg GHG Emissions Inventory ..............................................................................10

3.2 GHG Emissions Forecast....................................................................................................11

3.3 Healdsburg GHG Emissions Goals.....................................................................................12 4 GHG Emission Reduction Strategy................................................................................................15

4.1 Strategy Development......................................................................................................15

4.2 Measures...........................................................................................................................20 Building Energy .................................................................................................................21 Transportation ..................................................................................................................29 Waste ................................................................................................................................39 Water & Wastewater........................................................................................................41 Carbon Sequestration .......................................................................................................43 Administration ..................................................................................................................47 5 Implementation............................................................................................................................48

5.1 Prioritization of Funding ...................................................................................................48

5.2 Monitoring ........................................................................................................................49

5.3 Implementation Plan ........................................................................................................49 Glossary ................................................................................................................................................50 Tables
Table 1 Summary of Outreach and Engagement Events................................................................. 4 Table 2 GHG Emissions Target Pathway ........................................................................................14 Table 3 Equity Guardrail Criteria ...................................................................................................17 Table 4 Cost Categories.................................................................................................................18 Table 5 Measure BE-1 Actions.......................................................................................................22 Table 6 Measure BE-2 Actions.......................................................................................................24 Table 7 Measure BE-3 Actions.......................................................................................................25

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Table 8 Measure BE-4 Actions.......................................................................................................26 Table 9 Measure BE-4A Actions.....................................................................................................28 Table 10 Measure T-1 Actions.........................................................................................................29 Table 11 Measure T-2 Actions.........................................................................................................31 Table 12 Measure T-2A Actions.......................................................................................................32 Table 13 Measure T-3 Actions.........................................................................................................34 Table 14 Measure T-4 Actions.........................................................................................................35 Table 15 Measure T-5 Actions.........................................................................................................37 Table 16 Measure T-5A Actions.......................................................................................................38 Table 17 Measure SW-1 Actions......................................................................................................40 Table 18 Measure W-1 Actions........................................................................................................42 Table 19 Measure CS-1 Actions.......................................................................................................44 Table 20 Measure CS-2 Actions.......................................................................................................45 Table 21 Measure CS-3 Actions.......................................................................................................46 Table 22 Measure F-1 Actions.........................................................................................................47 Figures
Figure 1 CMS Development Process.................................................................................................3 Figure 2 Greenhouse Gas Effect........................................................................................................6 Figure 3 Healdsburg GHG Emissions 2018 Inventory .....................................................................11 Figure 4 Healdsburg GHG Emissions Forecast, 2018 – 2045 ..........................................................12 Figure 5 Healdsburg GHG Emission Reduction Goals.....................................................................13 Figure 6 Measure, Goal, and Action Structure ...............................................................................15 Figure 7 How to Read this Section..................................................................................................20 Appendices
Appendix A GHG Inventory, Forecast, and Targets Technical Memorandum Appendix B Cost of Implementation
Appendix C Climate Mobilization Strategy Public Engagement Activities and Outreach Appendix D Implementation Plan
Appendix E Measures and Actions for Future Consideration

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1 Introduction

1.1 Purpose and Background
The Healdsburg Climate Mobilization Strategy (CMS) is a living document that outlines cost effective and impactful efforts that the City can implement to address climate change. The CMS will serve as a roadmap for the City to achieve greenhouse gas (GHG) emission reductions in support of the Regional Climate Protection Authority (RCPA) goal for Sonoma County to achieve carbon neutrality by 2030 and in alignment with the State’s goal to reduce GHG emissions by 40 percent below 1990 levels by 2030 and achieve carbon neutrality by 2045.1 The primary focus of this document is to detail the City’s current and projected GHG emissions and prioritize and describe key measures and actions for the near-term that will be most impactful in reducing GHG emissions, while also being community-driven, feasible, and equitable. The CMS also highlights existing GHG reduction projects being undertaken by the City and supports the implementation of planned GHG reduction projects.

Healdsburg Community
The City of Healdsburg is located within northern Sonoma County in California. The City is approximately 4.4 square miles and has a population of approximately 11,700 people, of which 66% are white and 29% are Hispanic or Latino per the U.S. Census Bureau. Over 94% of residents are high school graduates and 26% of the population is 65 years or older. The median household income is $94,000 and 60% of housing is owner-occupied. However, approximately 10% of residents are living in poverty, compared to 11.6% national average. The CMS development engaged with the diverse population of Healdsburg and worked to develop climate solutions that are appropriate for this community.

The City of Healdsburg is unique for a small city, operating its own electric, water, and wastewater systems. The City also has its own public airport, golf course, senior center, and public event center.

The City operates two open spaces at Fitch Mountain and the Ridge comprising of 320 acres of protected land. These unique community characteristics provide climate action opportunities that may not be possible in other communities. When asked at the beginning of the CMS development process, Healdsburg residents shared that the aspects of the community valued most are the smalltown, safety, and natural environment. The CMS seeks to maintain these values and leverage these opportunities with solutions that are impactful and feasible in Healdsburg.

Healdsburg and its residents have not been immune from the impacts of climate change. In the last five years the City has experienced extreme drought conditions, flooding, and wildfires, including experiencing a full city evacuation and public safety power shutoff (PSPS) for the Kincaide Fire in 2019 and a partial evacuation and citywide evacuation warning for the Walbridge Fire in 2020.

Past Sustainability Progress
The City of Healdsburg has been committed to increasing sustainable operations and policies for many years and has a highly engaged community committed to reducing GHG emissions throughout the community. For example, the City recently adopted the Electrification Reach Code requiring new 1 The State carbon neutrality goal established by Assembly Bill 1279 considers carbon neutrality to be at least an 85 percent reduction in GHG emissions with the remaining fraction achieved through removals such as carbon sequestration.

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2 buildings to use electric space and water heating and has had great success with reducing the amount of organic waste going to the landfill through free compost bin giveaways and community engagement. Additionally, Healdsburg Electric is continually expanding their contracts with renewable and carbon free energy sources to decarbonize the electricity delivered to Healdsburg.

GHG inventories have been completed by RCPA for Healdsburg for 2015, 2016, 2018, and 2020 to track and understand the City’s emissions and sources. The City has adopted numerous community planning documents, including the City of Healdsburg General Plan, 2020 Strategic Plan, Healdsburg Community Based Transportation Plan, and Healdsburg Bicycle & Pedestrian Master Plan, that include a number of policies, goals, and projects that are focused on improving sustainability within the city and contribute to the reduction of GHG emissions.

1.2 Climate Mobilization Strategy Development
Process
Process
The CMS was built off the previously
completed GHG emissions inventories
prepared by RCPA and included
development of future GHG emissions
forecasts and analysis of GHG emission
reduction targets in support of state and
regional reduction goals. After the targets
were analyzed, GHG emission reduction
measures and supporting actions were
designed based on the success of the work
done previously in the City, current best
practices, and community recommendations. The measures were refined based on City staff, stakeholder, and community feedback, to establish a list of priority projects and measures.

To help track successful implementation and progress monitoring, key performance indicators (KPIs) were established as benchmarks for the CMS. A streamlined implementation plan for the next 1-3 years, outlined in Chapter 5 and presented in Appendix D, was developed to track and monitor the City's progress implementing measures and action and towards achievement of the established targets. The CMS underwent public review prior to adoption where the CMS was revised based on public and Council comments. Figure 1 illustrates the CMS development process.

A Community-driven Process
CMS Engagement
 3 CMS Community Events
 6 Stakeholder Meetings
 3 Surveys
 1 Climate Fest Booth
 Multiple “Pop Up” Booths

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Figure 1 CMS Development Process
Developing a comprehensive strategy to tackle climate change requires collaboration among various stakeholders, community members, decision-makers, and City staff. By working together and with ongoing engagement events throughout the process, a plan that is representative of the needs and the desires of the community at large was developed.

Community Feedback
A key goal of the CMS was to be a community-driven process. To gain as much input from a diverse set of community members, the City hosted 4 key CMS community events that were open to the community members and advertised using multiple outreach methods. Events were hosted in person, virtually, and throughout the year to provide many opportunities for community engagement and feedback. The City partnered with Corazon Healdsburg to facilitate each of the events in Spanish, helping the diverse voices of the community to be heard throughout the process.

The City also hosted stakeholder group meetings, including with Climate Action Healdsburg, Healdsburg Chamber of Commerce Government Affairs Committee, Healdsburg Rotary Club, Healdsburg Senior Center, and Healdsburg High School Eco-Art Club. Event development was dynamic, taking feedback from each event and adjusting accordingly to increase access and engagement.

Additionally, the City issued three surveys with the goal of gaining an understanding of the community’s current interest and concerns surrounding climate change, and what projects and actions the community would like to see the City prioritize to reduce impacts of climate change, while retaining the character of the City. The first survey received over 260 responses, with 256 English responses and 12 Spanish responses. The second survey received approximately 460 responses, 106 of which were in Spanish, and additional 65 responses received from the Climate

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4 Fest Activity. The third survey received 476 responses, with 404 English responses and 72 Spanish responses.

Changes were made based on the feedback received from the community, staff, and Council during the document review process. The changes made in response to public and Council comments are summarized in the Change Log.

Community insight is incredibly valuable for this process as it confirms that the CMS aligns with the specific needs and aspirations of the people it aims to serve. The main outreach and engagement events that were completed as part of this project can be found in Table 1. See Appendix C for additional details.

Table 1 Summary of Outreach and Engagement Events
Meeting Topic Event Date
Community Kickoff Community Workshop December 12, 2022
Input on Climate Mobilization Strategy Survey Community Input Survey December 12, 2022 – January 31, 2023
Climate Mobilization Strategy Update – Forecast,
Targets, and Initial Strategy Workshop
Virtual Community Workshop March 1, 2023
Spanish Watch Party/ Workshop March 1, 2023
Climate Fest Earth Day Booth Community Pop-up Event April 22, 2023 Strategy Prioritization Survey Community Input Survey April 22, 2023 – May 21, 2023
Community Workshop – Proposed Measures and
Actions Workshop
Community Workshop July 26, 2023
Final Strategy Survey & Public Review of CMS Community Input Survey August 22, 2023 – September 10, 2023
City Collaboration
The CMS will be implemented across all the city departments and the community. Success with implementation and achievement of the GHG reduction targets will require coordination and cooperation between different city departments and commitment and effort from all levels of the city's administration. The development of the CMS was led by the City Manager’s Office and developed through an integrated partnership between City staff from all departments, including Community Development, Public Works, Community Services, and Utilities. To ensure practicality and effectiveness, the goals and measures presented in the CMS were developed in close collaboration with department heads. This approach ensured that the measures were feasible and that the proposed actions provided a clear roadmap to address potential barriers to implementation. By incorporating insights from City departments, the CMS struck a balance between community preferences and the City's operational capabilities.

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2 Scientific Context for Climate Change
Climate change is the observed increase in the average temperature of the Earth’s atmosphere and oceans along with other substantial changes in climate intensity (such as wind patterns, precipitation, and storms) over an extended period of time. The baseline against which these changes are measured originates in historical records identifying temperature changes that have occurred in the past, such as during previous ice ages. The global climate is continuously changing, as evidenced by repeated episodes of substantial warming and cooling documented in the geologic record. The rate of change has typically been incremental, with warming or cooling trends occurring over the course of thousands of years. However, scientists have observed acceleration in the rate of warming during the past 150 years. Per the United Nations Intergovernmental Panel on Climate Change (IPCC), the understanding of anthropogenic warming and cooling influences on climate has led to a high confidence (95 percent or greater chance) that the global average net effect of human activities has been the dominant cause of warming since the mid-20th century.2

2.1 Background on Greenhouse Gas Emissions
Gases that absorb and re-emit infrared radiation in the atmosphere are called greenhouse gases (GHGs). The accumulation of GHGs in the atmosphere regulates the earth’s temperature is known as the “greenhouse gas effect”. The greenhouse effect, shown in Figure 2, is integral to sustaining life on Earth. However, human activities emit GHGs more than natural ambient concentrations, thereby contributing to the enhancement of the natural greenhouse effect. This enhanced greenhouse effect contributes to global warming, an accelerated rate of warming of Earth’s average surface temperature. More specifically, by burning fossil fuels to power homes, businesses, and automobiles, we increase the amount of GHGs emitted into the atmosphere, which, in turn, leads to increased absorption of infrared radiation by the Earth’s atmosphere and increasing temperatures near the surface.
2 SAR Climate Change 1995: The Science of Climate Change — IPCC

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Figure 2 Greenhouse Gas Effect

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Types of GHGs
The United Nations Intergovernmental Panel on Climate Change’s (IPCC) list of GHG emissions include carbon dioxide (CO2), methane (CH4), and nitrous oxide (N2O), as well as chlorofluorocarbons, hydrochlorofluorocarbons, hydrofluorocarbons, perfluorocarbons, and sulfur hexafluoride, which are collectively called fluorinated gases.3 Fluorinated gases are man-made gases that can stay in the atmosphere for centuries and contribute to the GHG effect. Ninety-seven percent of the annual GHG emissions generated in the United States consist of CO2, CH4, and N2O,4 while fluorinated gases5 result in the remaining three percent of emissions. Most fluorinated gases come from industrial sources, of which there are relatively few in Healdsburg. Due to CO2, CH4, and N2O comprising the large majority of GHG emissions in Healdsburg, the CMS focuses on these three gases for its GHG emissions inventory, forecast, and reduction strategy, consistent with the ICLEI – Local Governments for Sustainability’s U.S. Community Protocol for Accounting and Reporting of Greenhouse Gas Emissions (Community Protocol).

Each type of GHG has a differing ability to trap heat in the Earth’s atmosphere over a specified timescale (generally, 100 years), referred to as the gas’s global warming potential (GWP).6 The reference point to compare the potential impact of different GHGs is CO2, and therefore CO2 has a GWP of 1, whereas CH4 has a GWP of 28. This means that each metric ton (MT) of methane causes 28 times more warming than 1 MT of CO2. Even more potent, N2O has a GWP of 265, or 265 times the GWP of 1 MT of CO2.
7 Sources of GHGs
GHGs are emitted by both natural processes and human activities. Of these gases, CO2 and CH4 are emitted in the greatest quantities from human activities. Emissions of CO2 are largely by-products of fossil fuel combustion, whereas CH4 results from off-gassing associated with agricultural practices and decomposition of organic waste in landfills. These activities release GHGs into the atmosphere and contribute to climate change. With the accelerated increase in fossil fuel combustion and deforestation since the Industrial Revolution of the 19th century, concentrations of GHG emissions in the atmosphere have increased exponentially. The United States Environmental Protection Agency (U.S. EPA) tracks the country-wide emissions and publishes an annual report: Inventory of U.S. Greenhouse Gas Emissions and Sinks.8 The Inventory of U.S. Greenhouse Gas Emissions and Sinks is a comprehensive account of total GHG emissions for all man-made sources in the U.S. including CO2 removal from the atmosphere by “sinks,” (e.g., through the uptake of carbon and storage in forests, vegetation, and soils) from management of lands in their current use, or as lands are converted to other uses. In 2020, the most recent year in which GHG emissions have been calculated nationally, emissions in the U.S. totaled 5,222 million metric tons (MMT) of CO2e after accounting for sequestration from the land sector. Emissions decreased from 2019 to 2020 by 11 3 https://www.c2es.org/content/main-greenhouse-gases/
4 https://www.wri.org/blog/2020/02/greenhouse-gas-emissions-bycountry-sector 5 Fluorinated gases, which includes four main types: hydrofluorocarbons (HFCs), perfluorocarbons (PFCs), sulfur hexafluoride (SF6) and nitrogen trifluoride (NF3), are man-made gases that can stay in the atmosphere for centuries and contribute to the GHG effect. 6 https://www.ipcc.ch/assessment-report/ar5/
7 https://www.ipcc.ch/assessment-report/ar5/
8 https://www.epa.gov/ghgemissions/inventory-us-greenhouse-gas-emissions-and-sinks

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8 percent due to the COVID-19 pandemic, however, preliminary estimates show that emissions rebounded in 2021 after the height of the pandemic.9
Effects of Climate Change
In California, the impacts of climate change are already being felt, and will continue to become more severe throughout the twenty-first 21st century. Higher temperatures, more extreme heat events and wildfires, and rising sea levels are all effects of climate change experienced in California. The California Office of Environmental Health Hazard Assessment reported in 2018 that despite annual variations in weather patterns, California has seen a trend of increased average temperatures, more extreme heat days, higher acidity in the Pacific Ocean, earlier snowmelt, and lesser rainwater runoff. From 1895 to 2011, average temperatures have increased by about 1.7 ͦF statewide, and a smaller proportion of annual precipitation is falling as snow instead of rain. During 1972-2018, California experienced a fivefold increase in the annual area burned, largely attributable to climate change-induced atmospheric temperature rises.

Likewise, the City of Healdsburg is likely to face direct impacts from climate change. Elevated temperatures can harm agriculture, strain water resources, and heighten the risk of heat-related illnesses. Similar to other regions in California, Healdsburg is also vulnerable to more frequent and severe wildfires due to climate change where dry and hot conditions contribute to the spread of wildfires, posing risks to communities, ecosystems, and infrastructure.

While everyone will be impacted, the effects of these environmental hazards will vary depending on factors such as age, health, and socioeconomic status. The most vulnerable individuals will bear the greatest burden from the potential impacts of climate change. It is crucial that the development of this CMS benefits all community members and does not disproportionately burden or harm vulnerable populations.

2.2 Public Policy Context
California Climate Policy
California is recognized globally as a leader on climate change, having established a variety of ambitious GHG reduction targets and associated strategies. The primary policies that has driven statewide GHG emissions reductions are Executive Order (EO) S-3-05, Assembly Bill (AB) 32, Senate Bill (SB) 32, EO B-55-18, and most recently AB 1279. Signed in 2005, EO S-3-05 established statewide GHG emission reduction targets to achieve long-term climate stabilization as follows: by 2020, reduce GHG emissions to 1990 levels and by 2050, reduce GHG emissions to 80 percent below 1990 levels. In 2016, SB 32 set a target for achieving a 40 percent reduction in GHG emissions below 1990 levels by 2030. In 2018, EO S-3-05 was accelerated by EO B-55-18, which established a goal of achieving carbon neutrality by 2045 and was codified by AB 1279. Carbon neutrality refers to emitting net zero carbon emissions, which can be achieved by either eliminating all GHG emissions, or balancing carbon emissions with carbon removal (which can be achieved through carbon sequestration or carbon neutral technologies). AB 1279 requires the reduction in GHG emissions by 9https://www.google.com/search?q=US+emissions+increase+post+pandemic&rlz=1C1GCEB_enUS997US997&oq=US+emissions+increase+post+pa ndemic&aqs=chrome..69i57j33i160.3876j0j7&sourceid=chrome&ie=UTF-8

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85% below 1990 levels by 2045. The remaining 15% of emissions would be removed via carbon removal technology or natural working lands.

To meet the state’s 2045 goal of carbon neutrality, CARB recommends that local agencies long-term targets align with AB 1279. Specifically, CARB guidance is for jurisdictions to first strive to exceed the SB 32 targets of reducing GHG emissions 40% below 1990 levels, while establishing a policy framework to achieve the long-term target of carbon neutrality by 2045.

Other Key California Climate Policies
California’s GHG-emissions-reduction strategies that will help achieve these reduction targets are developed through its Scoping Plan updates and various Sustainable Communities Strategies passed by local Metropolitan Planning Organizations. Other important climate legislation that will help California achieve its GHG-reduction targets include the state’s green building code (Title 24), SB 1383, which set targets for reducing organic waste to landfills, and SB 100, which mandated 100 percent renewable and carbon-free electricity by 2045.

Regional and Local Goals
In March 2021, the Sonoma County Regional Climate Protection Authority (RCPA) adopted the Sonoma Climate Mobilization Strategy (SCMS) which establishes goals and strategies for Sonoma County to achieve carbon neutrality by 2030.10 The SCMS is not a qualified GHG reduction plan under CEQA.

The SCMS defines carbon neutrality as achieving an 80% reduction in emissions from 1990 levels coupled with carbon sequestration to meet the remaining 20% of emissions removal to achieve carbon neutrality by 2030. The RCPA has also adopted a goal to achieve zero waste by 2030. In 2019, City of Healdsburg adopted a resolution to achieve zero waste by 2030, defined as diversion of 90% or more of waste from the landfill.

Other City policies include Climate Emergency Resolution in 2019 and a Low-Carbon Electricity Resolution in 2018.
10 https://rcpa.ca.gov/wp-content/uploads/2020/12/Sonoma-Climate-Mobilization-Strategy-Adopted-2021-03-08.pdf

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10 3 GHG Emissions Levels
An important part of the CMS process is the development of a GHG inventory. A GHG emissions inventory identifies the major sources and quantities of GHG emissions produced by community wide activities within a jurisdiction’s boundaries for a given year. Estimating GHG emissions enables local governments to establish an emissions baseline, track emissions trends, identify the greatest sources of GHG emissions within their jurisdiction, and set targets for future reductions.

The CMS builds off the community wide 2018 GHG emissions inventory prepared by the RCPA. The 2018 GHG emissions inventory was used to establish a GHG emissions baseline for the CMS, forecast future GHG emissions trends, and identify the greatest sources of GHG emissions within their jurisdiction. The 2018 GHG emissions inventory identifies the major sources and quantities of GHG emissions produced by communitywide activities within Healdsburg’s city limits (i.e., the Healdsburg General Plan planning area).

Emissions estimates were calculated using the International Council for Local Environmental Initiatives (ICLEI) methodologies, specifically, the United States Community Protocol for Accounting and Reporting Greenhouse Gas Emissions Version 1.2 (Community Protocol) is used for communitywide emissions. To allow for comparison among GHG emissions sources, all emissions are translated to the equivalent of one metric ton of carbon dioxide, or MT CO2e. One MT CO2e is the equivalent of using 113 gallons of gasoline or driving 2,492 miles in a standard combustion vehicle.11

3.1 Healdsburg GHG Emissions Inventory
The 2018 GHG inventory prepared by RCPA was used to develop GHG emissions forecasts and GHG emission reduction targets for Healdsburg through 2045. Emissions from residential and commercial energy usage, on-road transportation, off-road transportation, landfilled waste, water, and wastewater were all included in the inventory. Healdsburg’s total GHG emissions for 2018 were estimated to be 93,473 MT CO2e, as depicted in Figure 3. For more information on the data and methodologies used, refer to the Sonoma County Greenhouse Gas Inventory 2018 Update.12 According to the results of the 2018 GHG inventory, the largest source of GHG emissions in Healdsburg was from on-road transportation, which accounted for 55 percent of total emissions.

The second largest source of GHG emissions was from natural gas usage in residential and nonresidential buildings, combined to account for 20 percent of total emissions. Natural gas is used to heat water, homes, and businesses and to power gas-powered appliances. Electricity usage accounted for the third largest source of emissions, with residential and non-residential usage combining for a total of 14 percent of total emissions in Healdsburg. 11 https://developer.epa.gov/greenhouse-gas-equivalencies-calculator-widget/ 12 https://scta.ca.gov/wp-content/uploads/2020/06/2018-GHG-Report-FINAL-9-25.pdf

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Figure 3 Healdsburg GHG Emissions 2018 Inventory

3.2 GHG Emissions Forecast
While GHG inventories provide data on Healdsburg’s current emissions, GHG-emissions forecasts (forecast) estimate the city’s projected GHG emissions into the future. Forecasts are developed from the most recent GHG inventory and provide an estimate of how Healdsburg’s emissions might change over time based on demographic projections, including population, employment, housing, and transportation activity data. Although the most recently prepared GHG emissions inventory for the city is the 2020 emissions inventory, the activity data for the year was impacted both by a wildfire at the geothermal plant impacting energy emissions and by COVID-19 which significantly changed community behaviors including energy use and transportation. Due to these anomalies, the 2018 GHG emission inventory was selected to serve as the baseline for the forecast as it is considered the most recent emission inventory representative of typical conditions in the community.

A GHG emissions forecast was developed to estimate future GHG emissions within the city through 2045. It was developed based on the growth and demographic projections used in the RCPA Climate Action Plan 2020, the CA Dept of Finance projections on population growth, and the Regional Housing Needs Allocation (RHNA) for the 2023-2031 housing cycle. The forecast also accounts for current and future legislative actions from the state government, such as SB 100, Title 24 building energy efficiency standards, and transportation legislation. More information on these regulations and how they were accounted for in the forecast can be found in Appendix A.

Healdsburg’s forecast projects the community’s GHG emissions will decrease through 2030 and continue to decrease, but at a slower rate, through 2045. This is due to State legislation, including Title 24 and California’s GHG vehicle emission standards, being fully phased in and then being offset by population and job growth. A summary of Healdsburg’s GHG forecast through 2045 is shown in Figure 4.

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12 Figure 4 Healdsburg GHG Emissions Forecast, 2018 – 2045

3.3 Healdsburg GHG Emissions Goals
GHG reduction targets are used to establish measurable metrics intended to guide the community’s commitment to achieve GHG emissions reduction and help gauge progress with reducing emissions over time. GHG targets are developed relative to a baseline emissions level. California has established Statewide GHG reduction goals for 2030 and 2045. The State has encouraged communities to adopt their own plans consistent with these goals in the CARB 2022 Scoping Plan.

Thus, local agencies are recommended to establish at a minimum, equivalent reduction targets at the local level by establishing community wide GHG reduction goals for climate action that will help California achieve its 2030 and 2045 GHG emissions goals.

The RCPA has set a regional goal to achieve carbon neutrality, an 80 percent reduction in GHG emissions with 20 percent carbon sequestration, for Sonoma County. This CMS establishes an efficiency target of 40 percent reduction in GHG emissions per capita from 1990 levels in alignment with state goals, and in support of the RCPA goal recognizing that the City alone is not able to meet a carbon neutrality goal by 2030.13 The pathway to achieve Healdsburg targets in alignment with the state’s targets is shown in Figure 5. The emissions gap between the forecast and the target pathway represent the amount of GHG emissions that Healdsburg is committed to reducing through local GHG reduction strategies and projects. As shown in Table 2, the state’s efficiency target requires reducing emissions by approximately 1 MT CO2e per capita by 2030 and working towards 13 Efficiency targets have been recommended in the CARB Scoping Plan as an appropriate target that normalizes GHG emissions to population changes.

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carbon neutrality by 2045. Based on the forecasted population in 2030 and 2045 this translates to a mass emissions reduction of approximately 13,636 MT CO2e and 81,219 MT CO2e, respectively.

In areas where there is substantial community and Council support, as well as staff resources and budget, the City will seek to exceed the state’s efficiency target. This CMS is expected to achieve a 31,675 MT CO2e reduction if fully implemented by 2030. Based on the forecasted population in 2030, this would translate to a reduction of approximately 2.5 MT CO2e per capita. Compared with the 2030 adjusted forecast, this would result in 4.4 MT CO2e per capita in 2030 which is approximately 55% lower than the estimated 1990 per capita levels of 9.8 MT CO2e.

Figure 5 Healdsburg GHG Emission Reduction Goals

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14 Table 2 GHG Emissions Target Pathway
Metric 2025 20302 2035 2040 20453
Population1 12,025 12,746 12,882 13,018 13,127
Per Capita Adjusted Forecast
(MT CO2e per capita)

7.7 6.9 6.4 6.2 6.2
State Emissions Target and Gap
Per Capita State Targets
(MT CO2e per capita)

6.7 5.9 3.9 2.0 0.0
State Efficiency Emissions Target
(Pathway) (MT CO2e)
80,240 74,746 50,362 25,447 –
Remaining Emissions Gap from
State targets (MT CO2e)
12,881 13,636 32,224 54,927 81,219
Notes: MT CO2e = Metric tons of carbon dioxide equivalent; N/A = not applicable Emissions have been rounded to the nearest whole number and therefore sums may not match. 1 Population projections for the GHG inventories (1990,2010, 2015, 2018) and forecasted population projections obtained from CA Dept of Finance, RCPA Climate Action Plan 2020.
2 The RCPA has set a target to exceed the states target by reaching carbon neutrality by 2030 and urges cities within Sonoma County to adopt a similar target. City of Healdsburg is in support of the RCPA goal, but has established a target in alignment with the states 2030 target established by SB 32.
3 Under AB 1279 it is anticipated that to reach carbon neutrality by 2045 approximately 85% of the reduction would be achieved through direct reduction of emissions in the community while the remaining 15% would be achieved with carbon removal.

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4 GHG Emission Reduction Strategy

4.1 Strategy Development
The CMS sets forth a roadmap for how the City will reduce GHG emissions in the near term to meet the established 2030 goals and make progress towards carbon neutrality in 2045. This CMS builds upon Healdsburg’s previous efforts with actions that are equitable, achievable, and implementable.

The measures and actions in the CMS were developed through a collaborative process between City staff, the City Council, key stakeholders, and the community.

The following sections detail the City’s mitigation strategies and the considerations made to develop them. The measures identify specific goals (i.e., Healdsburg activity data targets by 2030) within each sector that will contribute to the overall GHG reduction goal. The measures are organized into sectors, which relate to the specific area to which the strategies and actions pertain. These include Building Energy, Transportation, Solid Waste, Water and Wastewater, and Carbon Sequestration.

Each measure also has supporting actions, which consist of the specific steps that the City will take in support of the strategies. Actions identify the supportive programs, policies, financial pathways, and other commitments that will accomplish a measure goal. The Actions should be viewed as the steps to implement the goal. Figure 6 depicts the structure of the CMS measures, goals, and actions.

Figure 6 Measure, Goal, and Action Structure
Key Strategy Attributes
In general, measures are designed to encompass six key attributes that are essential to effective climate policy implementation. Together, these specific key attributes have been identified to be specific community impact areas that together will activate or guide the buildout of actions for each

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16 measure. In general, the actions under a single measure should collectively address all the key attributes. The key attributes include:
 Structural Change: Establishing a program/policy/ordinance that will allow the City to reach the target that we have within a measure (e.g., ordinance or code)  Education: To support a structural action we want to get community buy in and promote the existence of the program and educate stakeholders (e.g., educational events or materials)  Equity: Actions that engage and consider vulnerable communities (low-income families, fixedincome seniors, agricultural workers, etc.) that may experience secondary impacts or not benefit directly from the measure’s objective (e.g., actions that ensure the overall community benefit)
 Feasibility Studies: Used to understand more about the details/obstacles/feasibility or implementation of a program (e.g., analysis necessary to identify the best path or the feasibility of implementing a specific measure)
 Funding: The financial backing to get a program going – a dive into grant funding or financing opportunities (e.g., grants or rebates that help pay for the implementation of a measure, funding to adequately staff the program)
 Partnerships: Looking at outside non-profits or agencies that can help with implementation of a measure's actions (e.g., community organizations that are best positioned to move a measure forward consistently or sustainably)
Co-benefits
The City’s commitment to reduce GHG emissions means the community will benefit from various co-benefits that will have lasting positive impacts on the community residents and in helping Healdsburg preserve their character, including improved public health, new opportunities for economic growth and resilience, connected communities, increased adaptive capacity, and greater energy-supply security. The co-benefits identified for each CMS Measure include:

Environmental Quality: Enhancing urban natural environments safeguards biodiversity and ecosystem services, such as cleaner air and water. Healthy ecosystems mitigate pollution, provide species habitat, and offer recreational spaces for the community. They also assist in managing extreme weather effects by absorbing rainwater and reducing strain on the City's infrastructure. Overall, increasing green spaces, reducing air pollution, and water pollution enhances the community's quality of life.

Preserve Community Character: Healdsburg residents strongly value the small-town feel of the City and community connectivity. Creating opportunities for community members to engage in public life and build connections to their neighbors promotes a tightly-knit City with a strong sense of community.

Public Health and Safety: Reduction in use of fossil fuels in vehicles and homes improve air quality and public health. Increasing access to a safe and well-connected active transportation network can also lead to healthier communities.

Energy Resilience: Certain GHG reduction strategies can also yield resilience benefits, and the reverse is true as well. For instance, enhancing local energy storage and power generation can improve energy resilience, ensuring uninterrupted access to affordable energy from local sources.

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Equity Guardrails
Integral to sustainability planning is ensuring that the impacts, co-benefits, and opportunities associated with developed strategies are equitably distributed amongst the community and that additional burdens on vulnerable communities are avoided. The City of Healdsburg defines vulnerable communities as follows:
 Vulnerable community: an area with concentrated populations of fixed-income seniors, persons with a disability, and lower income residents.14
Such communities are often disproportionally affected by the impacts of climate change and the burdens of sustainability actions. For this reason, they must be engaged, represented, and prioritized during the planning process. This kind of equitable community planning, can help cities design safe, thoughtful, and specific policies that improve public health across the community, provide equitable job opportunities and better incomes, and minimize disproportionate burdens.

Altogether, equitable community planning provides a strong foundation for realistic sustainability initiatives to be developed and implemented by the community.

Establishing equity guardrails act as minimum standards that must be met for any measure to be considered. The equity guardrails are developed based on specific community concerns and help distil the diverse and higher-level discussions about equity into a mechanism that can be used to inform policy and create concrete change. Each Measure included in this CMS was reviewed for each criterion to determine if its associated actions would result in disproportionate burdens, inequities, or discrimination in the City. If determined it could, the measure was updated to ensure the actions instead benefited the community members that have the most to gain. Following are the equity goals/guardrails used in the drafting of the measures and actions in this document.

Table 3 Equity Guardrail Criteria
Equity Guardrails Description
Integrate Health and Safety Ensure each Measure provides access to health, safety, and comfort benefits associated with the CMS by prioritizing access for vulnerable communities.

Equitable Economics Ensure each Measure establish funding and financing opportunities that are designed for and can be accessed by vulnerable communities and that additional financial burdens on these groups are avoided.

Provide Social and Cultural Support Ensure each Measure includes access to information and materials and meaningful support for vulnerable communities. This may involve the addition/expansion of programs in partnership with community-based organizations that educate, engage, provide resources, and respond to barriers.

Affordability and Anti-displacement Potential Ensure each Measure contains guardrails to protect vulnerable communities from displacement and increased cost of living.

Continued Investment and Engagement Ensure each Measure includes specific mechanisms for continued investment in and engagement with vulnerable communities throughout implementation of the CMS to address any identified barriers as wells as unforeseen equity barriers that may arise as the CMS is implemented.
14 Definitions sourced from the General Plan’s Community Health & Environmental Justice Element.

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18 Cost Assessment
Determining cost for measures is a complex process that involves an evaluation of capital cost, marginal cost, cost of inaction, change in cost overtime, and return on investment. Variability in implementation costs depends on the Goals identified, their level of specificity, and the accompanying funding and financing strategies. Costs may vary from capital-intensive investments, like the installation of bike infrastructure to encourage alternative means of transportation, to less capital-intensive but more staff-intensive investments, like conducting outreach and education campaigns to increase organic waste diversion. Additionally, costs can be categorized as internal or external costs where internal costs are those felt by the City (aka. municipal costs) while external costs are those felt by the residents and businesses (aka. community costs). These costs have been broken down into three categories presented Table 4. Each Measure in the following section includes the overall cost category for the City and Community. For a complete description of cost considerations for the Measures and Actions see Appendix B.

Table 4 Cost Categories
Cost Category City Community
No-Cost Goals associated with operational changes that
do not include new upfront costs or result in
zero lifecycle costs.
 Continuing existing programs
Goals associated with changes that do not
include new upfront costs or result in zero
lifecycle costs.
 Switching transportation modes from single
occupancy vehicles to active transportation.

Low-Cost Goals associated with low upfront costs and will only require staff time to implement, such as:
 Developing partnerships
 Policy Updates
 Community Outreach
Goals associated with low upfront costs
compared to existing alternatives, such as:
 Additional energy bill costs for renewable
energy compared to fossil fuel-based energy
Moderate-Cost Goals associated with moderate upfront costs to the City and require moderate capital costs or
consultant time along with staff time, such as:
 Feasibility Studies
 Incentive and Compliance Programs
 Pilot Projects
Goals associated with moderate upfront costs
that are not comparable to existing costs nor are
offset over lifetime, such as:
 New fees from utilities or city taxes
 Upfront costs partially offset by rebate
opportunities
High-Cost Goals associated with high upfront costs and
require substantial investments into
infrastructure and technology system upgrades,
such as:
 Bike Lanes
 Energy Storage Systems
 EV Charging Networks
Goals associated with high upfront costs that are
not comparable to existing cost nor are offset
over lifetime, such as:
 New electric vehicle purchase prior to
existing vehicle replacement

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Community and City Feedback
Measures and actions were developed based on best practices to achieve GHG emission reductions from the 2018 levels used to develop Healdsburg’s GHG forecast. Specific measure goals for GHG reduction were set based on community, City staff, City Council, and stakeholder input. Feedback from the community was received through three workshops, a pop-event, and three surveys. In addition to community engagement, the City hosted several small group meetings with community organization stakeholders to hear specific feedback on the CMS and strategies developed. The surveys and events were designed to understand what the community was most concerned about with climate change and the sectors to be prioritized, as well as the type of strategies to be pursued through the CMS and of those strategies the way to implement the strategies through specific actions. Feedback was analyzed both quantitively and qualitatively to inform the final list of measures and actions in this document. Throughout this process, the community was informed through advertisements and community events of the progress of the CMS, including the results of the GHG emissions analysis, a cost assessment of the proposed measures and actions, and provided a draft of the document for public review and feedback prior to the document being taken to Council.

The strategies were developed through cross-departmental collaboration where feasibility, priorities, and barriers for implementation are considered and accounted for in the measure goals and actions contained in this CMS. Draft measures and actions were taken to City Council to hear and incorporate feedback throughout the process.

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20 4.2 Measures
The measures are organized by sector (e.g., Building Energy, Transportation, Waste, Water & Wastewater, Carbon Sequestration, and Administration). Each topic identifies the measures and goals the City will strive to meet by 2030.

Each measure includes a description of the measure that provides background on the measure and considerations for implementation, as well as a summary table that includes the specific actions that make up the measure, and several additional details such as GHG reduction potential, cost, cobenefits, and KPI(s) to measure progress of implementation. Figure 7 provides an overview of how to read this section.

Figure 7 How to Read this Section

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Building Energy
Building energy makes up approximately 34% of Healdsburg GHG profile. Of that, approximately 60% of building energy emissions are due to use of natural gas and 40% due to indirect emissions associated with electricity use. In California, the primary strategies for reducing building energy GHG emissions are decarbonization of the electricity grid and electrification of buildings. The State has implemented several regulations to decarbonize energy including Senate Bill (SB) 100 and SB 1020 aimed towards shifting the electricity grid to 100% renewable and zero-carbon power sources by 2045 and the Title 24 building code that is regularly updated to increase energy efficiency and accelerate the electrification of buildings.

Measure BE-1: Procure 85% of electricity from renewable and zero-carbon sources by 2030 and 100% renewable and carbon-free no later than 2045.

Emissions associated with electricity consumption are related to the source of power used to generate electricity (i.e., combustion of natural gas, solar, geothermal). Retail electricity providers, like Healdsburg Electric, are required by Senate Bill 100 to procure at least 60% of the electricity from eligible renewable energy sources (i.e., solar, wind, geothermal, small hydroelectric, and biomass) by 2030 and 100% eligible renewable resources and zero-carbon resources by 2045.

Senate Bill 1020 establishes additional rules, requiring that 90% of the electricity mix be from eligible renewable resources or zero-carbon resources by 2035 and 95% by 2040. In 2022, the Healdsburg Electric community-wide electricity mix was 50% from eligible renewables (38% from geothermal, 10% from solar, 2% small hydroelectric), 15% from large hydroelectric, and 35% from fossil-fuel sources. More information about Healdsburg’s power content is available at healdsburg.gov/powercontent.

GHG emission reductions related to this Measure would result from exceeding state requirements (i.e., Senate Bill 100 and Senate Bill 1020) and removing the use of fossil-fuel powered electricity from the electricity mix. Switching an electricity grid to renewable and zero-carbon sources has significant GHG reduction potential, however, it does include significant investment and some supply and technological limitations. For example, certain renewable electricity sources such as solar and wind are zero-carbon and can be supplied in abundance, however, they are not consistently supplied through-out the day and the supply are often mis-matched with the demand straining the electricity grid. Renewable electricity sources such as geothermal and biomass are reliable and consistent sources of power, however, these sources generate a small amount of GHG emissions and there are capacity limitations in terms of maximum output of power supplied. Some solutions include diversifying the electricity grid to ensure electricity can be provided at all times when needed at a reasonable cost and installation or use of energy storage systems (e.g., battery banks). Recently completed renewable projects include the floating solar project at the Waste Water Reclamation Facility, Antelope Solar development, and contracts for small hydroelectric.

Actions supporting this Measure are detailed below in Table 5.

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22 Table 5 Measure BE-1 Actions
Action
Number Pillar Action
BE-1.1 Feasibility
Study
Conduct electrification infrastructure and capacity feasibility studies. This would include:
 Develop a long-range community-wide electric energy and demand forecast to estimate future usage and peak demands due to adoption rates of building and transportation electrification. Use the forecast to help inform the amount of new energy sources and system capacity improvements required.  Formalize the City’s electric department long-range (ten-year) electric capital improvement plan with consideration for necessary infrastructure improvements to meet future demands.
 Using the developed long-range energy and demand forecast, formalize a pathway (resource-plan) to meet the City’s energy needs and list of potential resources through 2045. Generation Resources may include a combination of local and remote generation sites as well as energy storage.
 Prioritize and schedule projects for implementation.

The energy forecast study and formalized plans should identify barriers for implementation of priority projects, as well as identify funding sources, impacts on rates, and partnerships needed for successful implementation.

BE-1.2 Structural Develop a resolution that Healdsburg Electric will exceed the requirements of SB 100 and SB 1020 by 2030 where 85% of the electricity mix is sourced from a combination of eligible renewable sources and/or carbon-free sources. As part of this resolution include actions of:

1. In setting the target establish valuation rankings for various generation types and projects.

2. Consider the reliability and cost benefits of energy storage and/or demand response by 2030

3. Continue to offer 100% renewable Green Rate with consideration that both the Standard and Green rates will reach the SB 100 goal of 100% renewable and carbonfree energy by 2045.

4. Indicate that geothermal and other low-carbon eligible renewables will continue to be included in the overall electricity mix.

BE-1.3 Partnership/
Funding
Work with Lodi Energy Center (LEC) project participants to advocate for and support the Department of Energy grant application to fund the LEC hydrogen-electrolyzer project.

Identify and pursue other possible incentives or funding to transition facility to green hydrogen. This will reduce emissions of Healdsburg Electric electricity and increase reliability of the electricity source.

BE-1.4 Partnership/
Education
Work with community groups, local organizations, and NCPA to:
 Engage with community to advertise/highlight the adoption of the resolution establishing the goal of achieving 85% renewable and/or carbon-free electricity by 2030 and 100% renewable and/or carbon-free no later than 2045. Provide information on the process for providing reliable electricity 24/7 year around and the importance of power sources to ensure the reliability of the electricity provided.  Provide information to the community on the importance of achieving this goal and how to meet this goal through city and community actions and involvement. This may include information on the benefits of local generation of renewable energy versus purchasing of Renewable Energy Certificates (RECs) to promote community installation and use of solar and battery storage to better achieve local carbon-free electricity community wide.
 Implement a software solution for residents and businesses to view electric consumption data in near real time.
 Include information on time of energy use as it factors into carbon intensity and how community members can capitalize on using electricity when it has the lowest carbon intensity (e.g., when to charge electric vehicles and when to run space heating and

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Action
Number Pillar Action
cooling). Work with industry experts to help with demand response planning, developing strategies to increase flexibility of the grid, and for informing consumers of carbon intensity of the electricity they are using to promote behavior change.

BE-1.5 Partnership/
Equity
Partner with community organizations to ensure low/moderate income households are aware of the CARE and State’s HEAP program to receive decreased electricity rates and provide technical assistance.

Total GHG Emission Reductions from Measure: 2,171 MT CO2e City Cost: Moderate
Community Cost: Moderate
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality, Public Health and Safety, Energy Resilience KPI: Change in Healdsburg Electric emission factor (%)
Measure BE-2: Continue to adopt an Electrification Reach Code for all new residential and commercial buildings with each triannual code cycle. Update electrification ordinance to eliminate natural gas consumption in new construction for the 2025 California Building Standards Code and moving forward.

The City of Healdsburg has already adopted an Electrification Reach Code that requires electric space and water heating appliances in all new residential and commercial buildings. The policy currently allows for natural gas cooking and decorative fireplaces. Heating appliances make up approximately 90% of the natural gas usage in buildings. The adjusted forecast projects that natural gas usage in the community due to new buildings would increase by approximately 7% without the implementation of this ordinance. As such, this ordinance has the potential to avoid an increase of ~7% of GHG emissions from new buildings. The GHG emissions associated with electricity usage in place of natural gas are driven by the emission factor of the electricity grid. The City also currently promotes energy efficiency and efficient electrification with rebates and informational resources. Actions supporting this Measure are detailed below in Table 6.

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24 Table 6 Measure BE-2 Actions
Action
Number Pillar Action
BE-2.1 Structural Continue to enforce the Electrification Reach Code for the 2022 California Building Standards Code requiring electric space and water heating in new construction.

BE-2.2 Structural In 2025 and every 3-years thereafter if not included within State building codes, revisit the building electrification ordinance to update the scope and reduce exemptions to align with industry technology advancements. As part of ordinance update, include the following scope changes:

1. Minimize the exemptions associated with the ordinance, while allowing for health and safety exemptions as necessary and exploring potential exemptions for specific use cases determined to have substantial economic development or business impacts.

2. Continue to require the submittal of an infeasibility waiver to review specific end uses where electrification is technologically infeasible.

3. Require that any end-use deemed infeasible for electrification exceed existing Title 24 energy efficiency standards and be electric ready for future electrification.

4. Establish a zero NOx threshold.

5. Specify that affordable housing developments will be all-electric to ensure no stranded assets.

6. Revisit substantial remodel and improvement definitions to be included in the ordinance.

BE-2.3 Education Engage with the community, key stakeholders, and local-based community organizations representing vulnerable communities to raise awareness about building electrification before revising the electrification ordinance. Emphasize the economic and environmental advantages of electrification and address concerns related to emergency response to minimize exceptions. Publicize the cost savings, environmental benefits, and flexibility of electrification through the City website and permit counters, targeting builders, property owners, and contractors.

BE-2.4 Partnership/
Equity
Engage with interested parties, both internal interested parties, such as City staff and officials, and external interested parties, such as local developers and community groups regarding the purpose and impact of the Healdsburg Electrification Reach Code and to identify and address equity concerns in policy implementation.

BE-2.5 Funding/
Equity
Engage with affordable housing developers to leverage incentives for new all-electric and efficient low-income residential buildings through the California Energy Commission Building Initiative for Low-Emissions Development (BUILD) Program and the Affordable Housing and Sustainable Communities (AHSC) Program. Regularly investigate and leverage other incentive programs available for electrification of new buildings.

Total GHG Emission Reductions from Measure: 929 MT CO2e City Cost: Low
Community Cost: No Cost
Cost Effectiveness: High
Co-Benefits: Environmental Quality, Public Health and Safety, Energy Resilience KPI: Share of new construction electrified (%)

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Measure BE-3: Decarbonize residential building stock by 10% by 2030 Residential buildings account for approximately 17% of Healdsburg’s total GHG emissions with 70% of residential building emissions attributed to natural gas consumption. Electrifying existing residential buildings requires the replacement of natural gas appliances with electric equipment.

The GHG reduction potential of this strategy is dependent on the degree to which the existing residential building stock can be electrified. Actions that rely on voluntary replacement of electric equipment or ordinances requiring electrification at end-of-life replacements have been shown to reduce GHG emissions by approximately 10-30%, whereas the adoption of an end of natural gas flow date that requires all existing buildings to convert to electric equipment would eliminate all emissions associated with natural gas consumption in buildings. Since electric appliances are approximately three times more efficient than similar natural gas burning equipment and appliances, the use of electric equipment instead of natural gas would result in improved energy efficiency and a reduction in overall energy consumption for replaced natural gas equipment. The City currently promotes energy efficiency and efficient electrification with rebates and informational resources. This measure focuses on continuing activities to promote voluntary electrification of residential buildings as well as updating the building code to require electrification of existing residential buildings when triggered by specific thresholds. Actions supporting this Measure are detailed below in Table 7.

Table 7 Measure BE-3 Actions
Action
Number Pillar Action
BE-3.1 Feasibility
Study
Assess the feasibility and cost for electrification retrofitting as well as identify potential equity concerns/impacts. Identify the appropriate project threshold to require electric upgrades in order to electrify 10% of existing residential buildings by 2030. Establish the funding and financing requirements necessary to support the community in this transition.

BE-3.2 Structural Continue to monitor the 9th circuit court of appeals of the CRA vs City of Berkeley ruling.

Once electrification costs and funding/financing options are identified, develop an-electricpreferred reach code for existing residential buildings during the next building code cycle to be implemented through the building code for projects that are valued at $250,000 or greater. Include the following aspects in the code development:

1. If necessary, modify the reach code such that it satisfies the federal Energy Policy and Conservation Act’s (EPCA) seven criteria for an exemption from preemption.

2. Establish a zero-NOx standards for replacement appliances.

3. Establish a time of renovation energy efficiency performance requirement and electrification requirement that includes a checklist of cost-effective efficiency and electrification options for renovations to be completed based on scale of project.

BE-3.3 Structural Align with SB 379 to implement an online, automated permitting platform. As part of a comprehensive permitting compliance program, include routine training of City staff, dedicating City staff time to building inspections, charging fees for noncompliance, providing easy-to-understand compliance checklists online and with permit applications, and facilitating expedited permitting online, including solar and battery storage.

BE-3.4 Funding/
Equity
As allowed by law, continue to provide incentives available for community members installing solar and battery storage to their homes such as a Net Metering Program with highcompensation NEM rates, and continue to provide incentives for energy efficiency and efficient electrification upgrades, as well as promote other funding and incentive opportunities available through the State and Federal government. Provide resource information to the community through websites, workshops, and partnerships. Include outreach to newly sold homes, when homeowners are more likely to make upgrades.

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Number Pillar Action
BE-3.5 Equity Review incentives, rebates, and financing options for procedural equity and ensure that existing and updated incentive programs are being equitably distributed to the community.

Develop a suite of Equity Guardrails with input from the community to ensure existing building electrification improves equity in the community.

BE-3.6 Structural Develop an appliance direct install program for Multi-Family income-restricted properties.

Consider implementing a Neighborhood Retrofit Program to improve resiliency in residential buildings (i.e., on-site power generation and storage, weatherization, cooling, etc.), with an emphasis on connecting incentives and resources with rental property owners and lowincome residents. Partner with community organizations to utilize existing resources.

BE-3.7 Funding Once feasibility studies and cost analysis are completed, dedicate staff time or funding of consultants to pursue funds through CARB, the Investment Reduction Act, and the Infrastructure Investment and Jobs Act including, but not limited to:

1. DOE block grants

2. Green bonds

3. Grant Anticipation Notes or Short-Term Loans

4. Tax exempt lease purchases

5. Energy as a service

6. Energy Performance Contracting from Energy Service Companies (ESCOs) BE-3.8 Partnership Continue to conduct periodic energy efficiency rebates reviews. Promote existing available rebates and incentives for energy efficiency and electrification from Healdsburg Electric, the State, and the Federal government through partnership with community groups to educate the community on ways to finance electrification.

Total GHG Emission Reductions from Measure: 947 MT CO2e City Cost: Moderate
Community Cost: Moderate
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality, Public Health and Safety, Energy Resilience KPI: Change in residential natural gas consumption (%)
Measure BE-4: Decarbonize non-residential building stock by 10% by 2030 Non-residential buildings account for approximately 17% of Healdsburg’s total GHG emissions with 48% of non-residential building emissions attributed to natural gas consumption. Similar to the residential sector in BE-3, electrifying existing non-residential buildings requires the replacement of natural gas appliances with electric equipment. This measure focuses on continuing activities to promote voluntary electrification and energy benchmarking of non-residential buildings as well as updating the building code to require electrification of existing non-residential buildings when triggered by specific thresholds. Actions supporting this Measure are detailed below in Table 8.

Table 8 Measure BE-4 Actions
Action
Number Pillar Action
BE-4.1 Feasibility
Studies
Identify non-residential building electrification barriers and analysis supporting future adoption of a non-residential building electric-preferred reach code. Assess the cost range for electrification retrofitting for different industries. Identify the appropriate project threshold to require electric upgrade in order to electrify 10% of existing non-residential buildings by 2030.

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Action
Number Pillar Action
BE-4.2 Structural
Change
Continue to monitor the 9th circuit court of appeals of the CRA vs City of Berkeley ruling. As part of the next building code cycle, develop an electric-preferred reach code for existing non-residential buildings to be adopted by 2026 to be implemented through the building code for projects that are valued at $500,000 or greater. As part of this reach code include the following steps:

1. If necessary, modify the reach code such that it satisfies the federal EPCA’s seven criteria for an exemption from preemption.

2. Encourage commercial buildings to comply with the Commercial Energy Performance Assessment and Disclosure Program (AB 1103).

3. Establish a zero-NOx standards for replacement appliances.

4. Allow for health and safety exemptions as necessary.

5. Explore potential exemptions for specific use cases determined to have substantial economic development or business impacts.

6. Enforce the permitting of replacement appliances through the same permitting compliance program as for residential building electric-preferred reach code.

BE-4.3 Education Develop an education campaign to promote electrification and include items in the program such as:

1. Conduct engagement efforts for the commercial sector to identify ways the City can support commercial energy storage installations and neighborhood scale microgrid opportunities.

2. Facilitate funding opportunities for commercial business electrification by identifying and supporting grant opportunities available to the community, prioritizing small and community owned.

3. Implement feedback provided during the community outreach process for small businesses and community-owned businesses to address potential equity impacts of the building performance program.

4. Utility bill inserts to advertise the incentive programs or grants available and the cost benefits of electric appliances

5. Targeted outreach to builders, developers, local contractors, and property managers with an informational brochure describing the financial benefits of replacing natural gas appliances with all electric appliance when they apply for permits

6. Provide informational webinars and an updated website to advertise and promote AllElectric Building Initiative rebates and incentives

7. Promote the use of the Energy Star Portfolio Manager program and benchmarking training programs for nonresidential building owners.

BE-4.4 Education/
Partnership
Continue to partner with electrification/efficiency experts to provide guidance to commercial buildings covered by the new code(s) and/or ordinance(s).

BE-4.5 Education/
Partnership
Partner with the Healdsburg businesses and the Chamber of Commerce to inform and facilitate electrification for commercial business owners.

Total GHG Emission Reductions from Measure: 706 MT CO2e City Cost: Low
Community Cost: Moderate
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality, Public Health and Safety, Energy Resilience KPI: Change in non-residential natural gas consumption (%)

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28 Measure BE-4A: Decarbonize 50% municipal buildings and facilities by 2030 By demonstrating the feasibility of building electrification within municipal buildings and facilities the City can lead by example in driving down building emissions. For example, the City has already retrofit most buildings with LED lighting and replaced failing equipment with efficient electric alternatives, such as the all-electric and efficiency upgrades made to City Hall in 2018. Special focus is also given to the wastewater treatment plan, which accounts for approximately 5% of community wide electricity consumption and nearly 60% of municipal consumption. While all City accounts are on the Green Rate for 100% renewable electricity, reducing electric consumption at the wastewater treatment plant and other city facilities allows for more green electricity to be available to meet the needs of other community members and businesses in Healdsburg. Actions supporting this measure are detailed below in Table 9.

Table 9 Measure BE-4A Actions
Action
Number Pillar Action
BE-4A.1 Structural Develop a resolution to decarbonize 50% of municipal buildings and facilities by 2030 and 100% by 2045, by retrofitting natural gas appliances with electric alternatives. Include in the resolution an ‘electric first’ purchasing policy for any equipment or appliances in need of replacement.

BE-4A.2 Feasibility
Studies/
Funding
Conduct a feasibility study to understand current decarbonization and barriers to installing additional distributed energy resources such as solar and battery storage, or other renewable energy generation infrastructure, at municipal facilities. Plan for directing resources through the city for funding, energy storage, and distributed energy resources. Direct municipal efforts to sourcing space for energy storage projects, microgrid implementation, and future electrification.

BE-4A.3 Structural Complete a Wastewater treatment plant energy efficiency study and implement the highest impact recommendations. Utilize grant funding opportunities as much as possible.

Total GHG Emission Reductions from Measure: Supportive
City Cost: High
Community Cost: No Cost
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality, Public Health and Safety, Energy Resilience KPI: Change in municipal natural gas consumption (%)

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Transportation
Transportation makes up approximately 60% of Healdsburg GHG profile. Of that, approximately 95% of transportation GHG emissions are due to on-road transportation. The primary strategies to reduce transportation involve mode shift away from single-occupancy vehicles and electrifying the remaining vehicle miles traveled (VMT).

Measure T-1 Implement programs that increase access to safe active transportation, such as walking and biking, that achieve 15% of active transportation mode share by 2030.

The City currently supports active transportation through the continual increase in bicycle and pedestrian routes and maintenance of existing routes. Increasing the mode shift from singleoccupancy vehicles to active transportation options is largely dependent on safe routes and a behavior shift from the community. Increasing the available safe bicycle and pedestrian routes, the connectivity of such routes to locations of interest, and increasing the benefit of using such options can initiate change. Based on current census data approximately 2% of trips are associated with bike travel, and 4% associated with walking. Bicycle and walking trips primarily replace short vehicle trip types, not long distances. Studies have shown that a mode shift to active transportation can be increased up to 15%, though this level of change requires extensive change in infrastructure and behavior change. Behavior change is commonly driven by education, or incentives and disincentives, such as implementing paid parking, that promote a change. Actions supporting this measure are detailed below in Table 10.

Table 10 Measure T-1 Actions
Action
Number Pillar Action
T-1.1 Structural Work with Sonoma County Transportation Authority (SCTA) to update the 2013 Existing and Planned Bicycle and Pedestrian Facilities for City of Healdsburg with new planned and completed projects by 2025. As part of the update consider including:

1. Identified projects from the 2013 plan not yet implemented and include a progress update and/or reasons that identified projects were determined infeasible in updated Master Plan

2. Safe Routes to School plan

3. Increased biking infrastructure off the main street to enhance connectivity throughout the City and/or in communities where there is currently no or limited infrastructure

4. In partnership with surrounding communities, identify opportunities for infrastructure improvements or expansions to enhance cross-community active transportation

5. Explore streets for permanent through traffic closures to promote walking, biking, and other forms of active transportation with a focus on closing off downtown

6. Explore areas of the City to remove parking and/or additional traffic lanes to prioritize walking and biking

7. Determine equity barriers to safe bike and pedestrian infrastructure.

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Number Pillar Action
T-1.2 Structural Continue to utilize discretionary funds to implement the bicycle and pedestrian infrastructure improvements and updates such as the protected bike lanes along Healdsburg Avenue and reduction of through lanes on Healdsburg Avenue (e.g., Healdsburg Avenue Improvement Project). Select consultant to finalize designs for Healdsburg Avenue Improvement Project by end of 2023 to aim for project completion end of 2028.

Improvement projects underway include:

1. Healdsburg Avenue Complete Streets improvements

2. Grove Street improves including ADA compliance

3. Foss Creek & Front Street connections

4. Saggio Hills Foss Creek Pathways Extension
T-1.3 Education/
Partnership
Support the Sonoma County Bicycle Coalition and local community groups to facilitate community outreach and education on transportation alternatives and promote infrastructure improvements and expansion, such as Foss Creek Trail. Continually improve methods for engaging the community, gathering input, and utilizing it to prioritize projects from the Bicycle and Pedestrian Master Plan. Promote and distribute regionally available tools, such as bike maps, bus routes and schedules, etc. to the community and to hotels and tourism centers to increase visitor use of active transportation.

T-1.4 Structural Develop the Pilot Bike Share Program into a permanent and dependable bike share network that provides access to key destinations throughout the City, and work with regional partners including SMART and others, to assess potential for a regional bike share system. Include educational outreach and campaigns promoting use of the re-inspired program.

T-1.5 Education/
Partnership
Coordinate regionally through Sonoma County leveraging the regional active transportation plan to facilitate cross-community active transportation improvements, such as SMART multi-use path and Great Redwood Trail. As part of this action include community outreach and education on active transportation improvements to affected areas as well as the community.

T-1.6 Feasibility
Studies
Evaluate existing bike parking facilities and evaluate what improvements can be made to increase supply, reduce theft, and increase rider attraction. Based on existing surveys and evaluation findings, improve and expand existing bike parking facilities throughout the city.

Improve bike parking facilities near public transit stops and expand access to safe transit (i.e., first and last-mile access), as well as consider car parking spaces that could be converted to bicycle parking. Include analysis of last mile limitations and hurdles. Explore ways to require safe, secure bike parking and/or bike lockers as part of large commercial and multi-family projects.

T-1.7 Partnership Support the tourism and business sectors of the greater Healdsburg County region to increase active transportation from tourists and employees.

T-1.8 Funding/
Equity
Partner with local bike shops to provide subsidies to low-income residents for e-bikes, helmets, locks, and other bicycle equipment. Continue to offer e-bike rebates with increased rebate opportunities for low-income customers. Implement an income-qualified coupon for the e-bike share program, in addition to the available 50% discounted e-bike share rate.

Total GHG Emission Reductions from Measure: 353 MT CO2e City Cost: High
Community Cost: No Cost
Cost Effectiveness: Low
Co-Benefits: Environmental Quality, Preserve Community Character, Public Health and Safety KPI: Bicycle and pedestrian mode share (%)

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Measure T-2: Implement programs for public transportation that achieve 10% of public transit mode share by 2030.

To increase the mode shift from single-occupancy vehicles to using public transit or other car-share options is largely a behavior shift that relies on community members initiative. Increasing the access and convenience of such transportation options or increasing the benefit of using such options can initiate change. Currently public transit options in Healdsburg are limited and based on census data, approximately 1% of trips are associated with public transit use. Studies have shown that public transit use can be increased up to approximately 25%, though this level of change requires extensive change in infrastructure and offered services that meet the needs of the riders (e.g., commuting, local travel, travel for City visitors). The City is not the responsible agency for public transit services, however, works closely with the regional provider, Sonoma County Transit (SCT). Currently, the Healdsburg bus route is serviced by an electric shuttle and provides free ridership. Discount programs are also available for regional transit. At this time the City does not have the funding or resources to fund, implement and maintain its own public fleet or increase SCT’s services in Healdsburg, and would require partnering with an outside company and organization and funding through new tax revenue sourced through either the community or tourists. This measure therefore focuses on collaborating with regional public transit providers and other partners to enhance regional connectivity. Actions supporting this measure are detailed below in Table 11.

Table 11 Measure T-2 Actions
Action
Number Pillar Action
T-2.1 Feasibility
Study/
Partnership
Partner with SCT to conduct a feasibility study to inform the development of a tourismbased mobility plan aimed at decreasing tourism-based single passenger vehicle use. In this study:

1. Identify community boundary locations for tourism designated parking and optimal route connectivity.

2. Identify opportunities for town shuttle services and park-and-ride locations for residents and tourists.

3. Pilot study on private funded transportation to wineries.

4. Gauge potential of private partnerships with big tourism destinations such as wineries and local businesses to implement direct public transit routes between park and ride and the relevant tourist destinations.

T-2.2 Study/
Partnership
Partner with regional organizations or community groups to conduct local transportation surveys to better understand the community’s needs and motivation for traveling by car versus other alternatives such as the bus. Use survey results to inform policy development and education/outreach campaigns that are transit focused.

T-2.3 Equity/
Partnership
In the identification of access improvements to transportation include design improvements of seating and shading at bus stops and along active transportation routes. Partner with SCT to incorporate design changes throughout infrastructure modifications.

T-2.4 Equity/Studies Work with public transit partners and rider groups to improve ridership through improved routes and modifying schedules to increase efficiency and align with riders’ needs. Ensure public transportation access and improvements are prioritized in lowincome areas, active aging neighborhoods, schools and at major destinations. This could include surveying existing transportation services, routes, schedules, and facilities throughout the city and developing a plan to improve these for implementation with preference given to improving public transportation facilities and expand access to transit (i.e., first and last-mile access).

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Number Pillar Action
T-2.5 Education/
Funding/Equity
Promote free or subsidized regional public transit programs for vulnerable communities in Healdsburg that makes it free or discounted for participants to travel regionally via SCT.

Total GHG Emission Reductions from Measure: 2,022 MT CO2e City Cost: Moderate
Community Cost: No Cost
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality, Preserve Community Character, Public Health and Safety KPI: Public transit mode share (%)
Measure T-2A: Explore the development of a micro-mobility and/or car-share program to support mode shift from single occupancy fossil fuel vehicles to Zero Emission Vehicles.

To support the mode shift out of single-occupancy vehicles to using zero-emission vehicles (ZEVs) the City plans to explore additional micro-mobility options within the community. Increasing the access and convenience of such transportation options or increasing the benefit of using such options can initiate change. This measure consists of largely feasibility studies and outreach efforts to gauge the viability of additional micro-mobility devices. Additionally, the community has expressed a strong interest in an on-demand shuttle or a micro-transit program. As part of this Measure, the City will conduct the necessary feasibility studies to determine the viability and costs of a micro-transit system in town. This measure also focuses rounding out equity in access to alternative transportation. Actions supporting this measure are detailed below in Table 12.

Table 12 Measure T-2A Actions
Action
Number Pillar Action
T-2A.1 Feasibility
Study
Conduct a background review of options for purchasing, operating, and maintaining an ondemand door-to-door e-shuttle. This may include the development of a new on-demand eshuttle, the expansion of DASH (Drivers Assisting Seniors in Healdsburg) for all residents of Healdsburg, or the development of a program to subsidize the cost for electric car-share programs such as Uber or Lyft. The analysis should include identification of potential funding sources (e.g., grants, local taxes, local business sponsorship, discretionary funds, etc.) and identification of barriers and opportunities for how such a micro-mobility program may enhance active transportation or public transit use. Present the findings to City Council and the public to determine next steps.

T-2A.2 Structural Based on the findings of the feasibility study and the response from City Council and the public, develop and implement a micro-mobility policy that establishes a deployment protocol and permitting process, identifies any restrictions for use for safety reasons, and promotes equitable access through requirements for consistent placement of micro-mobility devices (e-scooters, e-bikes, etc.) in underserved areas or reductions in usage fees for lowerincome users.

T-2A.3 Equity Facilitate transportation equity through multilingual programs that identify local equity issues and seek to remove barriers for vulnerable communities to use carshare or micromobility options.

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Action
Number Pillar Action
T-2A.4 Education/
Partnership
Leverage community groups and local organizations to develop outreach and education materials advertising micro-mobility options and the benefits of use for traveling locally and increasing connectivity of public transit. Provide information on available funding opportunities or subsidies offered for low-income residents.

Total GHG Emission Reductions from Measure: Supportive
City Cost: Moderate to High
Community Cost: Low
Cost Effectiveness: Low
Co-Benefits: Public Health and Safety
KPI: Micro-transit mode share (%)
Measure T-3: Develop programs and policies to discourage driving single passenger vehicles and to support the bicycle/pedestrian and public transit mode share goals of Measures T-1 and T-2.

While Measures T-1 and T-2 can be effective in changing community choices around transportation, the impacts of incentive-based policies increase when coupled with land-use planning that increases walkability of the City and the use of disincentives for less favorable choices, such as making it less convenient to drive a gasoline-fueled single passenger vehicle. Therefore, this measure aims to support transitions in mode shift by planning for additional forecasted VMT and offsetting it through development of active and micro-mobility alternatives as well as identifying locations to limit or charge for parking in downtown areas to discourage driving. Through provisions of additional incentives, options, and systems enabling community-wide shifts from single passenger vehicles the City is aiming to further support transportation mode shifts. Additionally, by adopting land use and development policies that increase residential density in the City center and in close access to other transportation methods, such as walking, biking or public transit routes, the City can increase convenience of alternative transportation modes thereby supporting behavior change. Actions supporting this measure are detailed below in Table 13.

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Action
Number Pillar Action
T-3.1 Structural Reduce future VMT of new development through infrastructure requirements modifying the General Plan and/or specific plans (e.g., Central Healdsburg Avenue Plan) such that the plans for different City areas include policies that support the development of a connected pedestrian and cyclist network. Infrastructure requirements may include:

1. Small scale version of park and ride for residents and tourists.

2. Interconnected bike lanes and sidewalks throughout the City.

3. Electric Bike stations or other micro-mobility hubs outside of major residences and shop destinations
T-3.2 Structural/
Funding
Investigate parking policies to disincentivize single passenger vehicles while enabling alternative options for communities meeting defined equity metrics. Based on City Council and public feedback, implement parking policies to disincentivize single passenger vehicles.

This may include options such as, but not limited to:

1. Eliminate or severely limit parking options for single-passenger vehicles in downtown and other commercial areas of the city using best available information on implementation. a. Implement a parking permit system to reserve available parking for employees of businesses downtown or in commercial areas.

2. Utilize a static or dynamic parking pricing for all downtown parking locations and use revenue to fund active transportation and public transportation projects.

3. Price all public parking spaces for all areas of the city with fees directed towards active transportation
T-3.3 Feasibility
Study
Conduct an analysis of the potential community impacts and benefits of charging for parking in downtown. Analysis should include evaluation of different parking fee structures as well as ensure that potential equity concerns are identified.

T-3.4 Structural City lead by example by encouraging and providing incentives for active transportation and public transit use, such as free access to the e-bike share program, public transit passes, telework options, or other incentives.

T-3.5 Structural Pursue land use and development policies that promote infill development and/or increased density of residential development in the downtown core, along transit corridors, and within future planned development areas that is compact, mixed use, pedestrian friendly, and transit oriented where applicable.

Total GHG Emission Reductions from Measure: Supportive
City Cost: Moderate
Community Cost: Low
Cost Effectiveness: Low
Co-Benefits: Environmental Quality, Public Health and Safety KPI: Change in community mode share to public transit or active transportation (%) Measure T-4: Increase passenger zero-emission vehicle use and adoption to 50% by 2030.

The state has adopted Executive Order N-79-20 requiring that 100% of new sales of passenger vehicles be zero-emissions by 2035, as well as invested billions of dollars into programs developed to support the expansion of ZEV and electric vehicle (EV) infrastructure throughout the state and increase access to ZEVs for all Californians including low- or moderate-income consumers. Based on consumer choice models and regulatory drivers, California’s Motor Vehicle Emission Factor model has conservatively estimated that by 2030 there will be about a 7% penetration of passenger EVs.

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Accelerating this rate is primarily driven by increasing access to EVs and charging infrastructure and developing a connective network. Actions supporting this measure are detailed below in Table 14.

Table 14 Measure T-4 Actions
Action
Number Pillar Action
T-4.1 Structural Develop a reach code requiring electric vehicle capable charging spaces. Amend the Healdsburg Development and Municipal Code to promote EV chargers in new development and existing parking spaces, to require at a minimum:
 Single Family – CalGreen Tier 2 provisions
 Multifamily – CalGreen Tier 2 provisions
 Non-Residential – CalGreen Tier 2 provisions
 Expand the designation of EV charging parking spaces to 15% of existing parking spaces within the City by 2030.
 Require larger residential rental building owners (more than 20 tenants) and large commercial building owners (more than 10,000 square feet) to install working electric vehicle chargers in 20% of parking spaces for new and existing buildings at time of renovation if projects are valued at $1,000,000 or greater.  Expediate EV charger permits
T-4.2 Structural Develop an ordinance requiring Healdsburg vehicles to participate in the States Biennial smog check program and contribute towards clean energy standards. Work with the Northern Sonoma County Air Pollution Control District to require biennial smog checks.

T-4.3 Education/
Partnership
Partner with local organizations and community groups to distribute outreach and education materials to residents and local businesses on the financial, environmental, and health and safety benefits of ZEVs, as well as anti-idling for fossil-fuel vehicles. Provide information on available funding opportunities.

T-4.4 Equity/
Partnership
Identify private sector partnerships and develop affordable, zero-emission vehicle car share programs to serve affordable housing and/or multifamily developments with a priority to target vulnerable communities.

T-4.5 Equity/
Funding
Continue to promote the EV Monthly Bill Discount Program with increased discount opportunities for low-income customers, and develop an updated or replacement program following program sunset in 2025. Continue to promote affordable EV charging rates at city-owned EV charging stations and adjust rates as necessary to cover program costs.

Explore methods for charging different rates for different user groups or other programs to offset charging costs at public stations for low-income residents.

T-4.6 Funding Utilize the CALeVIP rebate to install new electric vehicle chargers at the Senior Center and downtown Maher lot. Applied for Federal Charing and Fueling Infrastructure (CFI) grant to install electric vehicle chargers at the Community Center, Giorgi Park, High School, and West Plaza. These projects would add 34 new public EV charging ports.

T-4.7 Feasibility
Study
In addition to the 6 City-owned lots already identified, conduct a survey of existing publicly accessible electric vehicle chargers and their locations and identify a prioritized list of additional locations for new electric vehicle charging stations, or lots for increased chargers, with consideration for equitable distribution of chargers to vulnerable communities. Study should include an evaluation of capacity needs associated with the installation of new EV chargers and identification of the businesses or stakeholders that own the property to coordinate with for installation of chargers.

T-4.8 Funding Identify and promote incentives and financing options for residential electric vehicle charger installations. Develop programs and policies to add 500 new publicly accessible and private workplace Level 2 and 3 electric vehicle charging stations to the City by 2030 through grants such as the California Energy Commission’s Clean Transportation Program.

Develop programs that incentivize residents and businesses to charge during times of abundant solar resources and avoid charging during peak hours and grid emergencies

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Number Pillar Action
T-4.9 Partnership/
Equity
Collaborate with neighboring jurisdictions and the Sonoma County Transportation Authority to develop a connected network on ZEV car share. Prioritize car share to serve affordable housing and/or multifamily developments.

T-4.10 Funding/
Partnership/
Equity
Partner with the local air district and RCPA to communicate State requirements for off road equipment and identify funding opportunities to support low-income residents to replace gas-powered landscaping equipment and off-road engines with zero emission equipment, such as through rebates or buyback programs.

Total GHG Emission Reductions from Measure: 14,513 MT CO2e City Cost: High
Community Cost: Moderate
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality
KPI: Passenger ZEV adoption (%)
Measure T-5: Increase commercial zero-emission vehicle use and adoption to 40% by 2030.

The state has adopted several rules and programs focused on accelerating the penetration of commercial ZEVs, including the Innovative Clean Transit regulation, the Advanced Clean Trucks regulation, and the Advanced Clean Fleet rule. The Advanced Clean Truck rule adopted in June of 2020, requires truck manufacturers to transition from diesel trucks and vans to electric zeroemission trucks beginning in 2024, and establishing a target for every new truck sold in California to be zero-emission by 2045. In 2023, CARB approved the Advanced Clean Fleets regulation, which requires a phased-in transition toward zero-emission medium-and-heavy duty vehicles for government, public, and private fleets. To accelerate commercial electric vehicle adoption in the City, the City plans to actively identify and engage businesses/employers with vehicle fleets to accelerate ZEV adoption. Actions supporting this measure are detailed below in Table 15.

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Table 15 Measure T-5 Actions
Action
Number Pillar Action
T-5.1 Feasibility
Studies
Complete white paper for US Postal Service fleet electrification in Healdsburg. Use white paper to inform the overall electrification study (BE-1.1) regarding commercial fleet electrification, peak demands, and on-peak/off-peak energy requirements. This information can be applied to other identified commercial vehicle fleets in Healdsburg.

T-5.2 Structural Adopt a ZEV plan for commercial vehicles in line with state targets and in line with the findings of the accompanying feasibility study. Work with stakeholders to develop and implement the plan for City-supported accelerated fleet electrification. As part of the plan, identify opportunities for accelerated fleet electrification and promote zero-emission vehicle (ZEV) adoption within business and municipal fleets.

T-5.3 Education/
Partnership
Provide information to businesses on state and federal programs to help fund conversion of commercial fleets to zero emissions vehicles.

T-5.4 Equity/
Funding
Identify, implement, and connect vehicle fleet owners, particularly those serving vulnerable communities to incentivize vehicle electrification. This could include local tax breaks.

T-5.5 Funding Secure funding from state programs (such as the California Air Resources Board's Clean Vehicle Rebate Project and the Truck and Bus Voucher Incentive Program) and federal sources to increase procurement of EV or ZEV cars, trucks, and other vehicles and installation of EV/ZEV charging/fueling infrastructure.

Total GHG Emission Reductions from Measure: 2,000 MT CO2e City Cost: Low-Moderate
Community Cost: Moderate
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality
KPI: Commercial ZEV adoption (%)
Measure T-5A: Lead by example and electrify or otherwise decarbonize the municipal fleet in compliance with the state’s Advanced Clean Fleet Rule.

The state’s Advanced Clean Fleet regulation requires the electrification of the City’ municipal fleet.

The decarbonization of municipal vehicles and equipment with ZEVs and EVs at time of replacement are outlined as actions supporting this measure detailed below in Table 16.

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38 Table 16 Measure T-5A Actions
Action
Number Pillar Action
T-5A.1 Structural Continue to implement the Zero-emission vehicle first purchasing policy for all light-duty municipal vehicles, and update to also include off road equipment, medium-duty vehicles, and provide a path to comply with the State’s Advanced Clean Fleet rule requiring 50% of mediumand heavy-duty vehicle purchases be zero-emissions beginning in 2024 and 100% beginning in 2027. Also consider operational needs to determine appropriate size of vehicles. Maintain exemptions needed to ensure public safety and delivery of critical services.

T-5A.2 Structural Install additional ZEV chargers in municipal parking lots for fleet, employees, and public use to meet projected demand.

T-5A.3 Structural Develop a resolution to replace City-owned end-of-life small off-road equipment with electric equipment (e.g., lawn equipment and leaf blowers) at time of replacement.

Total GHG Emission Reductions from Measure: Supportive
City Cost: Moderate
Community Cost: No Cost
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality
KPI: Change in municipal fleet to ZEV (%)

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Waste
GHG emissions associated with solid waste generated by the community makes up approximately 8% of Healdsburg GHG profile. A majority of emissions associated with waste generation are associated with the decomposition of organic material in the landfill. Therefore, the primary strategy for reducing emissions associated with solid waste generation is the diversion from the landfill and reuse of materials.

Measure SW-1: Achieve Zero Waste by 2030 through 90% diversion of solid waste from the landfill.

Senate Bill 1383 that took effect in 2022, requires all persons and entities to divert generated organic materials (e.g., food waste, green waste, etc.) from the garbage sent to the landfill. Entities that provide food are also required to donate excess food. The City of Healdsburg is a part of the County’s Zero Waste Sonoma and has a franchise agreement with Recology to provide solid waste, recycling, and compost services to residents and business in Healdsburg in accordance with the solid waste recycle and diversion legislation. It is the responsibility of businesses and residents to comply with the requirements of Senate Bill 1383 through proper sorting and disposal of waste materials.

Currently, user fees support a part time Zero Waste Specialist position for Healdsburg at Recology.

Implementation of new waste-related actions would require either an increase in time for the Recology position and/or dedicated City staff time. Examples of completed and ongoing actions include high-quality food scrap countertop bin giveaways by the City and free bulky item pick up from Recology, as well as many ongoing educational campaigns and development of a construction and demolition materials ordinance by Zero Waste Sonoma. Actions supporting this measure are detailed below in Table 17.

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40 Table 17 Measure SW-1 Actions
Action
Number Pillar Action
SW-1.1 Structural Meet the requirements of SB 1383 to reduce organics in the waste stream by 75% below 2014 levels by 2025 and achieve Zero Waste through 90% solid waste diversion by 2030.

Include activities such as:

1. Implement enforcement and fee for incorrectly sorted materials with sensitivity to shared collection.

2. Assure adequate bin signage across commercial and residential areas of acceptable landfill, recyclable, and compostable materials.

3. Conduct additional free food scrap collection pail giveaways and promote the free curbside organics collection service by Recology

4. Expand existing ban on disposable food ware made of polystyrene foam or products containing PFAS to include additional items without means of recycling or recycling markets, such as produce bags.

5. Implement pilot project for reusables for restaurant to-go containers.

6. Identify long-term and alternate solutions for the community’s wastewater bio-solids to avoid long hauling distances and develop local, beneficial reuse.

7. Identify public areas for adding organics collection and recycling bins where needed.

Partner with Recology and Zero Waste Sonoma as applicable for the actions listed above.

SW-1.2 Education/
Partnership
Partner with Zero Waste Sonoma to support a Bring your own (BYO) education and outreach training for residents and businesses on reusables and implementing more sustainable packaging into daily use. Also educate the community on opportunities to use or compost food scraps. Provide resources of education and technical assistance on city website. Partner with libraries and other existing facilities to market campaigns about waste reductions, reuse and repair.

SW-1.3 Equity/
Partnership
Leverage community groups and local organizations to work with multi-family property owners/managers to increase education through signage for their properties and supplies for proper sorting.

SW-1.4 Feasibility
Studies/
Partnership
Leverage Zero Waste Sonoma 2022 Waste Characterization study and visual characterization conducted at the Healdsburg transfer station to understand the waste stream and create a plan to increase diversion and reduce contamination. Continue to work with Zero Waste Sonoma to conduct a waste characterization study every 5 years that includes Healdsburg to inform programs and policies.

SW-1.5 Funding/
Partnership
Partner with Recology and/or Zero Waste Sonoma to pursue funding, such as the Organics Grant Program from CalRecycle or for projects through California Climate Investment, to reduce generated organic waste from multi-family homes and expand waste diversions programs within the City.

SW-1.6 Structural Develop and implement a Zero Waste Protocol for special events.

Total GHG Emission Reductions from Measure: 7,729 MT CO2e City Cost: Moderate
Community Cost: Low
Cost Effectiveness: High
Co-Benefits: Environmental Quality, Public Health and Safety KPI(s): Change in total tonnage of landfilled waste (%) Change in landfilled organic waste compared with 2014 baseline levels using waste characterization studies (%)

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Water & Wastewater
GHG emissions associated with water and wastewater make up <1% of Healdsburg GHG profile.

Emissions associated with water are due to indirect emissions from the electricity consumption for water conveyance, treatment and delivery to consumers in the City. Emissions associated with wastewater are due to the direct fugitive emissions from wastewater treatment. Therefore, the primary strategy for reducing emissions associated with water use and wastewater generation is to reduce water consumption and wastewater generation.

While water and wastewater reduction do not achieve substantial emissions reductions, this strategy is also important for community resilience. Healdsburg prepares a long-range water supply plan every five years, called the Urban Water Management Plan, which takes into account population, water supply, drought risk, and more.

Measure W-1: Reduce per capita potable water consumption by 25% by 2030.

Measures related to this sector include promoting water conservation by reducing per capita potable water consumption and increasing access to and use of recycled water. The State is currently finalizing the Making Water Conservation a Way of Life regulation, which will set water conservation standards and objectives for certain categories. Water and wastewater (along with all City accounts) utilize renewable power for the pumping and treatment of local water sources.

Reducing electricity consumption helps more renewable electricity be available for other community members and businesses to use, as well as reducing the small amount of emissions associated with green energy sources. Actions supporting this measure are detailed below in Table 18.

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42 Table 18 Measure W-1 Actions
Action
Number Pillar Action
W-1.1 Structural Update the Urban Water Management Plan every 5 years, as required by the State, and implement the identified demand reduction actions to ensure compliance with the State’s Making Water Conservation a Way of Life regulations. Include new actions in the UWMP as needed to achieve State regulations, which may include:

1. Amend the City’s Water Shortage Contingency Plan to restrict any water waste at any time for households, businesses, industries, and public infrastructure.

2. Work with Community Development, large water users, and other stakeholders to develop an On-Site Water Reuse Plan to maximize utilization of local water supplies decreasing energy intensity of distribution.

3. Revisit and update the Water Efficient Landscape Ordinance as needed. Engage, through regional partnerships, with builders and developers to provide information on the requirements for development projects.

4. Develop an ordinance for installation of dual-plumbing water systems that utilize greywater or recycled water for irrigation at new residential and commercial construction.

5. Increase engagement with the community, specifically low-to-moderate income residents, to understand available incentives or rebates, options, and programs to reduce per capita water use. Leverage regional programs and resources available through membership in the Sonoma-Marin Saving Water Partnership, and leverage partnerships with local organizations to expand water conservation outreach.

6. Implement a software solution for residents and businesses to view water consumption data in near real time.

7. Complete grant funded Municipal Water Pipeline and work to expand the Municipal Recycled Water Pipeline project, as funding is available. Identify additional locations available for recycled water use and establish a schedule for potable water replacement with recycled water in appropriate applications residentially, commercially, and municipally, and determine recycled water user fees.

8. Revise water and wastewater rates as necessary to ensure cost of service is covered.

Total GHG Emission Reductions from Measure: 46 MT CO2e
City Cost: Moderate
Community Cost: No Cost
Cost Effectiveness: Low
Co-Benefits: Environmental Quality, Public Health and Safety KPI: Change in per capita water consumption (%)

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Carbon Sequestration
Carbon sequestration is the process of removing carbon from the atmosphere using technology and natural solutions. Over time as GHG emissions are reduced from more and more sectors, carbon sequestration and carbon removal will play an increasingly important role in California’s ability to achieve carbon neutrality. Carbon can be removed from the atmosphere both naturally by trees and the carbon cycle as well as industrially via carbon capture equipment. As technology and methodologies advance, there may be significant reductions in GHG emissions that can be achieved to meet the States goal.

The RCPA goal of reaching carbon neutrality by 2030 relies on 20% of total emissions being removed via carbon sequestration. For the City of Healdsburg this would equate to the removal of approximately 25,000 MT CO2e. At this time, the technology is not available to the City of Healdsburg to achieve this level of carbon removal and it is not possible to achieve that level of carbon removal via natural carbon sequestration in the land mass under the City’s jurisdictional control. However, the City is committed to identifying pathways to increase natural carbon sequestration within City boundaries and explore other opportunities for carbon removal as they become available.

Measure CS-1: Increase carbon sequestration by preserving existing mature trees and planting 500 new trees and high emissions reduction potential land cover types throughout the community by 2030.

This measure assists in reaching carbon neutrality through the preservation of mature trees and the planting of 500 new trees of high emissions reduction potential land cover types. The City aims to utilize trees as natural carbon sinks, helping to reduce GHG emissions and create co-benefits of cleaner air and reduced urban heat island effect. Actions supporting this measure are detailed below in Table 19.

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44 Table 19 Measure CS-1 Actions
Action
Number Pillar Action
CS-1.1 Structural/
Partnership/
Equity
Develop a Street Tree Master Plan to include goals for promoting street tree health, enhancing resiliency, increasing the environmental benefits and co-benefits resulting from street trees and shading, community engagement around the urban forest. Include activity to promote street tree health and maintaining existing trees through partnerships with the community and local organizations, including organizations with connections to vulnerable communities to assist in the implementation of the Street Tree Master Plan to ensure equity is prioritized as part of the plan.

CS-1.2 Structural Develop a new Tree Protection Ordinance to include protection for native and heritage trees. The ordinance should regulate the removal of not just heritage trees, but native trees that increase the City’s carbon stock and carbon sequestration. Ordinance may include:
1) Development requirements to protect or replace one-for-one existing trees and greenspace.
2) Implementation of a tree removal in-lieu fee that provides funding for the City to plant a new tree equivalent to every tree removed from private property. 3) Identification of native tree species and heritage trees to be protected. 4) Shade tree requirements for new development
5) Parking lot landscaping requirements
6) Increased permeable surfaces and green spaces in new development 7) Vegetative barrier requirements between busy roadways and developments to reduce exposure to air pollutants from traffic
8) Protocols for proper tree maintenance and care
9) Best practices to protect existing carbon stocks against wildfire risk CS-1.3 Education Establish an adopt-a-tree or adopt-a-street program that enables individuals, businesses, and community organizations to plant and care for trees in selected communities. Program should provide formalized information on appropriate trees eligible for planting in Healdsburg (i.e., native, drought tolerant, locations, fire resistant) and their maintenance.

Leverage existing plant lists developed by nearby and partner organizations.

CS-1.4 Equity Prioritize low-income areas of the city with less existing tree canopy for tree plantings.

Increase shading in gathering spaces.

CS-1.5 Funding Explore urban and community forestry grant programs (e.g., CAL FIRE) and other sources of state, federal, and philanthropic funding to fund urban forestry programs. As part of this effort, establish a goal to apply for at least one grant every three years.

Total GHG Emission Reductions from Measure: 25 MT CO2e
City Cost: Low
Community Cost: Low
Cost Effectiveness: Low
Co-Benefits: Environmental Quality, Preserve Community Character KPI: Number of new trees planted by 2030

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Measure CS-2: Maintain and expand existing restoration projects to sequester carbon in restored lands.

The City of Healdsburg contains several continuous green spaces including urban parks, the Healdsburg Ridge Open Space Preserve, and the Fitch Mountain Park and Open Space Preserve which act as natural carbon sinks in the community through provision of flora and fauna that absorb carbon dioxide. This measure aims to bolster the potential of the natural working lands in Healdsburg through an increased commitment to the restoration and preservation of parks and open spaces. Actions supporting this measure are detailed below in Table 20.

Table 20 Measure CS-2 Actions
Action
Number Pillar Action
CS-2.1 Structural Continue maintenance and expansion of Healdsburg Ridge Open Space Preserve (150 acres), and the Fitch Mountain Park and Open Space Preserve (170 acres), including wildfire mitigation. Continue maintenance and restoration projects in existing green spaces within City and urban areas.

CS-2.2 Education Develop a community-based volunteer program supporting restoration project activity to create a maintained restoration process.

CS-2.3 Funding Apply for at least one grant every three years for obtaining grant funding for restoration and preservation activities with a focus on projects that have been unable to be fully completed due to funding constraints.

CS-2.4 Partnership Partner with local community organizations to promote and coordinate sequestration opportunities and facilitate volunteer maintenance projects.

Total GHG Emission Reductions from Measure: Supportive
City Cost: Low
Community Cost: No Cost
Cost Effectiveness: Moderate
Co-Benefits: Environmental Quality, Preserve Community Character KPI: Change in restored land (%)
Measure CS-3: Align with SB 1383 and procure products of organic diversion at a rate of 0.08 tons of organic waste per capita per year with a focus on increasing compost application within City limits to increase carbon sequestration.

As an extension of Measure SW-1, this measure focuses on the procurement requirements of recycled organic products outlined in Senate Bill 1383. Recycled organic products include compost, mulch, biofuel, and renewable electricity and jurisdictions can meet their procurement targets through procuring any combination of these authorized recycled organic products. Based on the existing opportunities, the City has focused its attention on procurement of compost to meet the SB 1383 procurement target. The bulk of this measure is accomplished through the City’s agreements with Zero Waste Sonoma and Recology to provide solid waste, recycling, and compost services to residents and business in Healdsburg in accordance with the solid waste recycle and diversion legislation. Actions supporting this measure are detailed below in Table 21.

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46 Table 21 Measure CS-3 Actions
Action
Number Pillar Action
CS-3.1 Structural
Change
Meet the baseline procurement requirement of SB 1383 through direct procurement of applicable products, as feasible, for the City’s use and application. Establish contracts with service providers that use applicable products (e.g., landscape services, transportation services, waste haulers) on the City’s behalf to meet the remaining procurement requirement not met through direct procurement.

CS-3.2 Feasibility
Studies/
Partnership
Identify locations within the City to apply compost as applicable/appropriate to help meet the procurement requirements of SB 1383. Leverage Zero Waste Sonoma to collaborate with local schools, Public Works, Community Services, Ag+Open Space, and the Resource Conservation Districts to identify additional opportunities to apply compost.

CS-3.3 Structural
Change
Implement compost application on City-owned properties, according to findings of feasibility study for suitable locations and appropriate application rates.

CS-3.4 Structural
Change
Develop requirements for compost application, tracking, and reporting for developers.

CS-3.5 Education Work with Recology and ZWS to provide residents, businesses, and developers with educational material on where to get compost and how it can be used (i.e., landscaping), as well as how compost promotes carbon sequestration. Consider increasing free compost giveaways.

CS-3.6 Equity Prioritize providing increased outreach and translated materials on the annual compost giveaway to low-income households, small businesses, and other vulnerable communities.

CS-3.7 Funding Apply for at least one grant every three years for obtaining grant funding for SB 1383 compliance, assuming there are such grant opportunities available.

CS-3.8 Partnership Work with Sonoma County to identify opportunities for a regional compost procurement program to help meet the organics procurement provisions of SB 1383 as well as streamline hauler routes through regional collaboration.

Total GHG Emission Reductions from Measure: 235 MT CO2e City Cost: Moderate
Community Cost: No Cost
Cost Effectiveness: Low
Co-Benefits: Environmental Quality, Preserve Community Character KPI: Compost applied annually (tons per capita)

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Administration
Measures focused on the administration of the CMS and funding of the CMS do not provide direct quantifiable GHG emissions reduction; however they are key in successful implementation of the CMS and achieving the overall goal of the CMS.

Measure F-1: Identify Administrative Needs for Successful CMS Implementation To best assist the accountability of the above measures and actions, the City plans to create a Climate Program Manager responsible for implementation, communications, and pursuit of new opportunities and funding for implementation of the CMS. Currently, the City has a Utility Conservation Analyst to implement the Utilities Department energy efficiency, building electrification, transportation electrification, and water efficiency actions. The Climate Program Manager would be responsible for managing the overall CMS and working with all Departments to implement their actions. The City’s ability to successfully implement the CMS will be dependent on staff and resource capacity to manage the overall CMS. Actions supporting this measure are detailed below in Table 22.

Table 22 Measure F-1 Actions
Action
Number Pillar Action
F-1.2 Structural Consider creating a Climate Program Manager new position who is responsible for implementing CMS measures and actions by drafting ordinances, managing technical studies, leading outreach efforts, updating online information, managing the webpages and social media posts to promote climate programs, networking with partners and stakeholders, and pursuing relevant and impactful grant opportunities.

F-1.2 Structural Report progress on CMS implementation annually to the City Council to measure progress and ensure accountability in achieving CMS emissions reduction goals.

F-1.3 Partnership/
Education
Partner with RCPA and other jurisdictions to ensure transparency in GHG emission reporting and make GHG emission data and inputs publicly available.

Total GHG Emission Reductions from Measure: Supportive
City Cost: Moderate
Community Cost: No Cost
Cost Effectiveness: N/A, supportive measure
Co-Benefits: Environmental Quality

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48 5 Implementation
One of the key purposes of this CMS was to identify and prioritize key measures and actions to be implemented in the near-term that are most impactful at reducing GHG emissions. Based on substantial evidence and CMS specific data, the measures and actions details in the previous section have been developed to be capable of reducing a specific quantity of GHG emissions within a reasonable period of time, considering economic, environmental, legal, social, and technological factors. As such, the following section establishes an implementation plan that has been developed through City department coordination and evaluation of implementation feasibility given budget and staff capacity. The implementation timeline presented in Appendix D includes just the actions that will be completed in the next one to three years. The actions within the above section are those that will be completed prior to 2030, however are not anticipated to be completed over the next three years and therefore are not listed in the implementation timeline table included in Appendix D. Measures and actions that were considered throughout this process that are either not technologically or financially feasible at this time have been included in Appendix E as actions and efforts to consider in the future after the Measures in this CMS have been implemented.

5.1 Prioritization of Funding
In establishing the implementation timeline the City considered the following principles to guide how measures and actions were prioritized.
 GHG Reduction Potential. The CMS prioritizes measures and actions that will have a meaningful impact in reducing GHG emissions.
 Cost-effectiveness. The CMS prioritizes cost-effective actions, which considers the least cost for the greatest GHG reduction impact as well as actions that generate cost savings or the greatest return on investment.
 Community Interest. The CMS considered community feedback throughout the process to prioritize actions that had great community interest and would have the largest benefit for the community.
 Funding Source. The City has a finite budget to apply to implementation of the CMS, therefore budgetary constraints were considered. The City also considered the opportunities and availability of outside funding sources that could be leveraged to augment local resources, such as grants, or State and Federal incentives.
 Equity. The costs of implementing policies should be equitably spread amongst the community, and extra caution was taken to limit new costs being placed on vulnerable populations.  Mandates: Measures and actions that support State mandates were prioritized to ensure compliance with meeting State regulations.
 In Progress/Time Dependent: Actions that are already substantially in progress were prioritized to leverage already completed work and further build on the progress. Actions that have a specific timeline for implementation were also prioritized for implementation in the next 1-3 years, such as amendments to the building code during the next state building code update.

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5.2 Monitoring
A key to successful implementation is monitoring progress and tracking implementation over time.

As part of the CMS, the City will annually report on the status of the CMS implementation. GHG reductions will be tracked over time through the continued preparation of the RCPA inventories.

Tracking implementation of the plan in conjunction with the inventory updates will demonstrate the progress the City is making in reducing GHG emissions and achieving its 2030 goal.

If the actions identified in the CMS to meet the 2030 GHG emissions reduction milestone goal are not implemented, additional actions may need to be developed to meet the 2030 goals. The longer taking action is delayed, the more significant actions need to be taken to achieve the longer-term GHG emissions reduction targets.

5.3 Implementation Plan
Appendix D presents the measures and actions to be implemented in the next 1-3 years (through June 30, 2026). Measures and actions not included in this 1-3 year implementation plan will be revisited in preparation for the City’s following budgeting cycle (Fiscal Years 26/27 and 27/28).

There may also be other actions that local organizations or community groups will take the lead on during the next 1-3 years. Although not listed in the Implementation Plan, the City can support these efforts where feasible as they arise.

The 1-3 year implementation plan in Appendix D includes the measure, action description, timeframe, responsible departments, and estimated costs.

In order to achieve the 2030 GHG emissions reductions goals discussed in Chapter 4, Healdsburg will begin implementing the measures and actions as soon as possible to make real progress over the next few years. The CMS identifies the start date to begin implementation of a specific action.

Additionally, actions already in progress are denoted as such and actions that will be ongoing, such as an education program, will have a start date and indicate that the action is “ongoing”.

Some actions such as adopting ordinances to decarbonize building stock, planting trees, or conducting the initial feasibility studies can be accomplished on a short timetable; while others, such as implementation of strategies to increase infrastructure for active transportation or ZEVs may require longer timelines to conduct a feasibility assessment, obtain funding, and rollout any required infrastructure change.

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50 Glossary
Term Definition
Active Transportation A means of transportation that is powered by human energy, for example walking or biking.

Adaptation Adjustment or preparation of natural or human systems to a new or changing environment which moderates harm or exploits beneficial opportunities Anthropogenic Made by people or resulting from human activities; usually used in the context of emissions that are produced as a result of human activities CALGreen An abbreviated reference to the California Green Building Standards code, which sets minimum requirements for sustainable practices for construction (residential and commercial) projects throughout the state. It is updated every three years in accordance with the building cycle.

CALGreen Tier 1 & 2 Requirements beyond the mandatory measures laid out by CALGreen: Tier 1 adds additional requirements to the mandatory sustainability requirements, and Tier 2 further increases those sustainability requirements
CalRecycle Agency that administers and provides oversight for all of California’s state-managed nonhazardous waste handling and recycling programs California Air Resources
Board (CARB)
The lead agency for climate change programs that also oversees all air pollution control efforts in California to attain and maintain health-based air quality standards Carbon-free Energy Energy produced by a resource that generates no carbon emissions, for example, wind power
Carbon-neutrality/
Net-Zero Emissions
Balancing anthropomorphically generated emissions out by removing GHGs from the atmosphere in a process known as carbon sequestration
Carbon sequestration The long-term storage or capture of carbon dioxide and other forms of carbon from the atmosphere through biological, chemical, and physical processes CH4 Methane, a hydrocarbon that is a greenhouse gas produced through anaerobic (without oxygen) decomposition of waste in landfills, animal digestion, decomposition of animal wastes, production and distribution of natural gas and petroleum, coal production, and incomplete fossil fuel combustion
Climate The average of weather patterns over a long period of time (usually 30 or more years) Climate Change A change in the average conditions — such as temperature and rainfall — in a region over a long period of time
Complete Streets Are designed and operated to enable safe use and support mobility for all users.

Complete Streets approaches address a range of elements including sidewalks, bicycle lanes, bus lanes, public transportation stops, and median islands CO2 Carbon dioxide, a naturally occurring gas and a by-product of burning fossil fuels and biomass, as well as land-use changes and other industrial processes CO2e Carbon dioxide equivalent, a metric measure used to compare the emissions from various greenhouse gases based upon their GWP
Decarbonization Replacing technologies and services that run on fossil fuels (ex. natural gas) with ones that run on zero-carbon sources of energy (for example electricity from renewable energy like solar or wind power), ideally from renewable sources Electric Vehicle (EV) A vehicle that uses one or more electric motors or traction motors for propulsion Energy Storage Can provide frequency regulation to maintain balance between the network’s load and detected power generated, achieving more reliable power supplies. Batteries are an example of energy storage

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Term Definition
Fossil Fuel A general term for fuel formed from decayed plants and animals that have been converted to crude oil, coal, natural gas, or heavy oils by exposure to heat and pressure in the Earth’s crust
Greenhouse Gas (GHG) A gas that absorbs infrared radiation, traps heat in the atmosphere, and contributes to the greenhouse effect
Global Warming Potential
(GWP)
Total contribution to global warming resulting from the emission of one unit of that gas relative to one unit of the reference gas, carbon dioxide, which is assigned a value of 1 Greywater Graywater refers to water that has been used domestically, commercially, and industrially Local Governments for
Sustainability (ICLEI)
A global network of more than 1,750 local and regional governments committed to sustainable urban development – emissions estimates were calculated using ICLEI’s best available methodologies
Mitigation An action that will reduce or prevent greenhouse gas emissions, such as electrifying buildings that previously ran on natural gas
Metric Tons (MT) Common international measurement for the quantity of greenhouse gas emissions – one metric ton is equal to 2205 pounds or 1.1 short tons
Metric tons carbon dioxide
equivalent (MT CO2e)
Metric/unit that GHG emissions are reported per standard practice; when dealing with an array of emissions, the gases are converted to their carbon dioxide equivalents for comparison purposes
Microgrid A group of interconnected loads and distributed energy resources that act as a single controllable entity in respect to the grid. A microgrid can operate in ‘island mode’ and disconnect from the grid, or operate while connection to the grid Mode Shift Changing from one form of transportation to another, specifically, switching from traveling via car to traveling via bicycle or public transport N2O Nitrous Oxide, a powerful GHG with a high global warming potential; major sources of nitrous oxide include soil cultivation practices, especially the use of commercial and organic fertilizers, fossil fuel combustion, nitric acid production, and biomass burning Organic Material Natural or organic materials, for example food scraps and yard waste Reach Code A building code which requires a higher level of energy efficiency than the standard statewide code. Reach codes are allowed and encouraged under Title 24.

Remodels/Alterations A building update that changes the exterior detail of a structure, but not its basic shape or size
Renewable Energy Energy derived from natural sources that are replenished at a higher rate than they are consumed (ex. wind, biomass)
Resilience Ability to anticipate, prepare for, and respond to hazardous events, trends, or disturbances related to climate
Supportive Measure or
Action
One which has not been quantified and does not provide a direct or easily quantified GHG reduction; however, these measures are expected to contribute to overall GHG reductions and/or provide co-benefits
Transportation Demand
Management (TDM)
Transportation Demand Management focuses on how people make their transportation decisions, and facilitates greater usage of infrastructure for transit, ridesharing, walking, biking, and telework
Vehicle Miles Traveled
(VMT)
VMT is the amount of total miles traveled by motor vehicle that are generated over a population over a given timeframe (Ex. 1 year)
Vehicle to Grid Charging A vehicle-to-grid charging device absorbs electricity from a car battery and pushes it back to the grid, allowing EVs to function as backup storage cells for the electrical grid.

Vulnerable Community An area with concentrated populations of fixed-income seniors, persons with a disability, and lower income residents.

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Packet Pg. 154 Attachment: Attachment 1: Final Draft Healdsburg CMS and Appendices (4216 : Final Climate Mobilization Strategy) City of Healdsburg
Climate Mobilization Strategy
52 Term Definition
Zero-Emissions-Vehicle
(ZEV)
A vehicle that never emits exhaust gas from the onboard source of power Zero Waste The conservation of all resources by means of responsible production, consumption, reuse, and recovery of materials and packaging, without burning, and with no discharges to land, water, or air that threaten human health

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Packet Pg. 155 Attachment: Attachment 1: Final Draft Healdsburg CMS and Appendices (4216 : Final Climate Mobilization Strategy) Appendix A
GHG Inventory, Forecast, and Targets Technical Memorandum

8.A.a
Packet Pg. 156 Attachment: Attachment 1: Final Draft Healdsburg CMS and Appendices (4216 : Final Climate Mobilization Strategy) Rincon Consultants, Inc.
449 15th Street, Suite 303
Oakland, California 94612
510 834 445
[email protected]
www.rinconconsultants.com
Environmental Scientists Planners Engineers
April 3, 2023
Rincon Project No. 22-13600
Andrew Sturmfels
City of Healdsburg, Assistant City Manager
401 Grove Street
Healdsburg, CA 95448
Via email: [email protected]
CC: email: Terra Sampson([email protected])
Subject: Healdsburg Climate Mobilization Strategy, Future GHG Emissions Forecasts and Gap Analysis Memorandum
Healdsburg, CA
Dear Mr. Sturmfels:

As part of the Healdsburg Climate Mobilization Strategy (CMS) Rincon Consultants, Inc. (Rincon) has calculated the 2025, 2030, 2035, 2040, and 2045 greenhouse gas (GHG) emissions forecasts based on the Healdsburg 2018 GHG emission inventory. Although the most recently prepared GHG emissions inventory for the City is the 2020 emissions inventory, the activity data for the year was impacted both by a wildfire at the geothermal plant impacting energy emissions and by COVID-19 which significantly changed community behaviors including energy use and transportation. Due to these anomalies, the 2018 GHG emission inventory was selected to serve as the baseline for the forecast as it is considered the most recent emission inventory representative of typical conditions in the community.

The 2018 GHG emissions inventory identifies the major sources and quantities of GHG emissions produced by communitywide activities within Healdsburg’s city limits (i.e., the Healdsburg General Plan planning area). The inventory was developed by Sonoma County Regional Climate Protection Authority (RCPA) and provides the City with the data necessary to establish a GHG emissions baseline for the CMS, track GHG emissions trends, and identify the greatest sources of GHG emissions within their jurisdiction.

The GHG emissions forecast discussed in this memorandum provides an estimate of how Healdsburg’s GHG emissions are expected to change in the years 2025 (interim year), 2030 (initial Senate Bill 32 compliance year), 2035 (interim year), 2040 (interim year), and 2045 (initial AB 1279 compliance year) as a result of anticipated Healdsburg economic and population growth, as well as the impacts that California climate-related legislation would have on these future GHG emissions. This memorandum also discusses the 2030 GHG emission reduction target of carbon neutrality adopted by RCPA and the states 2030 GHG emissions reduction target of 40 percent below 1990 levels as well as the total quantity of GHG emissions reduction that Healdsburg needs to achieve in order to contribute their fair share reduction of California’s GHG emission reduction goal.1 The gap between the 2030 adjusted forecast and Healdsburg’s 2030 target would be addressed through local actions to be included in the CMS. 1 California’s long-term GHG emission reduction goals were established by the landmark Assembly Bill 32, Senate Bill 32, Executive Order B-55- 18, and codified by Assembly Bill 1279. Collectively, these legislative actions provide a GHG reduction trajectory of reducing Statewide GHG emissions to 1990 GHG emission levels by 2020, 40% below 1990 GHG emissions levels by 2030, and carbon neutrality by 2045.

8.A.a
Packet Pg. 157 Attachment: Attachment 1: Final Draft Healdsburg CMS and Appendices (4216 : Final Climate Mobilization Strategy) City of Healdsburg
GHG Forecast and Gap Analysis

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