Pinole City Council
July 1, 2025

CITY COUNCIL
Cameron Sasai, Mayor
Anthony Tave, Mayor Pro Tem
Norma Martínez-Rubin, Council Member
Devin T. Murphy, Council Member
Maureen Toms, Council Member

PINOLE CITY COUNCIL

MEETING AGENDA
July 1, 2025
5:00 PM
Attend in Person: PINOLE CITY COUNCIL CHAMBERS - 2131 PEAR STREET OR
Attend VIA ZOOM TELECONFERENCE – Details provided below How to Submit Public Comments:

In Person:

Attend meeting at the Pinole City Council Chambers, fill out a yellow public comment card and submit it to the City Clerk.

Via Zoom:

Members of the public may submit a live remote public comment via Zoom video conferencing. Download the Zoom mobile app from the Apple Appstore or Google Play. If you are using a desktop computer, you can test your connection to Zoom by clicking here. Zoom also allows you to join the meeting by phone.

From a PC, Mac, iPad, iPhone or Android:
https://us02web.zoom.us/j/89335000272
Webinar ID: 893 3500 0272
By phone: +1 (669) 900-6833 or +1 (253) 215-8782 or +1 (346) 248-7799 • Speakers will be asked to provide their name and city of residence, although providing this is not required for participation.
• Each speaker will be afforded up to 3 minutes to speak (subject to modification by the Mayor) • Speakers will be muted until their opportunity to provide public comment.

When the Mayor opens the comment period for the item you wish to speak on, please use the “raise hand” feature (or press *9 if connecting via telephone) which will alert staff that you have a comment to provide and press *6 to unmute. To comment with your video enabled, please let the City Clerk know you would like to turn your camera on once you are called to speak.

Written Comments:

All comments received before 3:00 pm the day of the meeting will be posted on the City’s website on the agenda page (Agenda Page Link) and provided to the City Council prior to the meeting. Written comments will not be read aloud during the meeting. Email comments to [email protected] Please indicate which item on the agenda you are commenting on in the subject line of your email.

City Council
Agenda - July 1, 2025

OTHER WAYS TO WATCH THE MEETING
LIVE ON CHANNEL 26. They are retelecast the following week. The Community TV Channel 26 schedule is published on the city’s website at www.pinole.gov.

VIDEO-STREAMED LIVE ON THE CITY’S WEBSITE, www.pinole.gov and remain archived on the site for five (5) years.

If none of these options are available to you, or you need assistance with public comment, please contact the City Clerk, Heather Bell at (510) 724-8928 or [email protected].

Americans With Disabilities Act: In compliance with the Americans With Disabilities Act of 1990, if you need special assistance to participate in a City Meeting or you need a copy of the agenda, or the agenda packet in an appropriate alternative format, please contact the City Clerk’s Office at (510) 724-8928. Notification at least 48 hours prior to the meeting or time when services are needed will assist the City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or service.

Note: Staff reports are available for inspection on the City Website at www.pinole.gov. You may also contact the City Clerk via e-mail at [email protected].

Ralph M. Brown Act. Gov. Code § 54950. In enacting this chapter, the Legislature finds and declares that the public commissions, boards and councils and the other public agencies in this State exist to aid in the conduct of the people's business. It is the intent of the law that their actions be taken openly and that their deliberations be conducted openly. The people of this State do not yield their sovereignty to the agencies, which serve them. The people, in delegating authority, do not give their public servants the right to decide what is good for the people to know and what is not good for them to know. The people insist on remaining informed so that they may retain control over the instruments they have created.

City Council
Agenda - July 1, 2025

1. CALL TO ORDER & PLEDGE OF ALLEGIANCE IN HONOR OF THE US MILITARY TROOPS

2. LAND ACKNOWLEDGMENT
Before we begin, we would like to acknowledge the Ohlone people, who are the traditional custodians of this land. We pay our respects to the Ohlone elders, past, present, and future, who call this place, Ohlone Land, the land that Pinole sits upon, their home. We are proud to continue their tradition of coming together and growing as a community. We thank the Ohlone community for their stewardship and support, and we look forward to strengthening our ties as we continue our relationship of mutual respect and understanding.

3. ROLL CALL, CITY CLERK’S REPORT & STATEMENT OF CONFLICT An official who has a conflict must, prior to consideration of the decision: (1) publicly identify in detail the financial interest that causes the conflict; (2) recuse himself /herself from discussing and voting on the matter; and (3) leave the room until after the decision has been made, Cal. Gov't Code § 87105.

4. CONVENE TO A CLOSED SESSION
Citizens may address the Council regarding a Closed Session item prior to the Council adjourning into the Closed Session, by first providing a speaker card to the City Clerk.

A. CONFERENCE WITH LABOR NEGOTIATORS
Gov. Code § 54957.6
Agency designated representatives: City Manager, Kelcey Young, City Attorney, Eric Casher, Human Resources Director, Stacy Shell, Finance Director, Markisha Guillory, and Gregory Ramirez, IEDA
Employee organizations: AFSCME Local 1, AFSCME Local 512, and the Pinole Police Employees Association (PPEA)
B. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Gov. Code § 54956.8
Property: 2100 San Pablo Ave.

Agency negotiators: Kelcey Young, City Manager and Eric Casher, City Attorney Negotiating party: Art Pakpour
Under negotiation: Price and Terms

5. RECONVENE IN OPEN SESSION TO ANNOUNCE RESULTS OF CLOSED SESSION

6. CITIZENS TO BE HEARD (Public Comments)
Citizens may speak under any item not listed on the Agenda. The time limit is 3 minutes and is subject to modification by the Mayor. Individuals may not share or offer time to another speaker. Pursuant to provisions of the Brown Act, no action may be taken on a matter unless it is listed on the agenda, or unless certain emergency or special circumstances exist. The City Council may direct staff to investigate and/or schedule certain matters for consideration at a future Council meeting. PLEASE SEE THE COVERSHEET OF THE

AGENDA FOR INSTRUCTIONS ON HOW TO SUBMIT PUBLIC COMMENTS

7. REPORTS & COMMUNICATIONS
A. Mayor Report

1. Announcements
B. Mayoral & Council Appointments

City Council
Agenda - July 1, 2025

C. City Council Committee Reports & Communications
D. Council Requests for Future Agenda Items
E. City Manager Report / Department Staff
F. City Attorney Report

8. RECOGNITIONS / PRESENTATIONS / COMMUNITY EVENTS
A. Proclamations

1. Parks Make Life Better

2. Independence Day

3. Bastille Day
B. Presentations
None

9. CONSENT CALENDAR
All matters under the Consent Calendar are considered to be routine and noncontroversial. These items will be enacted by one motion and without discussion. If, however, any interested party or Council member(s) wishes to comment on an item, they may do so before action is taken on the Consent Calendar. Following comments, if a Council member wishes to discuss an item, it will be removed from the Consent Calendar and taken up in order after adoption of the Consent Calendar.

A. Approve the Minutes of the Regular City Council Meeting on June 17, 2025.

B. Receive the June 14, 2025 – June 27, 2025, List of Warrants in the Amount of $1,849,025.10, and the June 20, 2025, Payroll in the Amount of $528,964.97.

C. Adopt a resolution authorizing the City Manager to amend the contract with Contra Costa County to continue administration of the Pinole Energy Enhancement Rebate Program (PEER) through additional funding from the California Energy Commission (CEC) Local Government Building Decarbonization Challenge Action: Adopt Resolution per Staff Recommendation (Lilly Whalen, Kapil Amin)
D. Resolution Accepting a Capacity-Building Microgrant from AARP to Support Educational Workshops for the Pinole Accessible Living (PAL) Program Action: Adopt Resolution per Staff Recommendation (Lilly Whalen, Keith Marks)
E. Resolution Authorizing the City Manager to Execute Amendment No. 4 to the Agreement with Michael Baker International to Support Additional Outreach for the Safety and Health & Environmental Justice Elements Action: Adopt Resolution per Staff Recommendation (Lilly Whalen, David Hanham)
F. Letter of Support for Senate Bill 63 Action: Approve Letter and Adopt Resolution per Staff Recommendation (Kelcey Young)
G. Letter of Support for Assembly Bill 1388 Action: Approve Letter per Staff

City Council
Agenda - July 1, 2025

Recommendation (Kelcey Young)
H. Letter of Support for Assembly Bill 762 Action: Approve Letter per Staff Recommendation (Kelcey Young)
I. Letter of Support for Assembly Bill 996 Action: Approve Letter per Staff Recommendation (Kelcey Young)
J. Placement Of Liens For Delinquent Unpaid Waste Collection Charges Falling Delinquent Between January And April 2025, Considered At An Administrative Hearing On June 5, 2025 Action: Adopt Resolution per Staff Recommendation (Roxane Stone) K. Adopt a Resolution Approving the Cooperative Agreement between the City of Pinole and Contra Costa County for the San Pablo Avenue Enhanced Bicycle and Pedestrian Gap Closure Study Action: Adopt Resolution per Staff Recommendation (Heba El-Guindy) L. Approval Of Fourth Amendment To The Consulting Services Agreement With Consor North America, Inc. (Formerly Quincy Engineering, Inc.) For Additional Services For The San Pablo Avenue Bridge Replacement At The BNSF Railroad Project (Project No. RO1710) Action:

Adopt Resolution per Staff Recommendation (Heba El-Guindy)

10. PUBLIC HEARINGS
Citizens wishing to speak regarding a Public Hearing item should fill out a speaker card prior to the completion of the presentation, by first providing a speaker card to the City Clerk. An official who engaged in an ex parte communication that is the subject of a Public Hearing must disclose the communication on the record prior to the start of the Public Hearing.

A. First Reading Of Ordinance Amending Pinole Municipal Code Chapter 10.40 “Stopping, Standing And Parking” Section 10.40.050 “No Parking Areas Designated” To Include Restrictions Related To Parking Near Intersections In Compliance With Assembly Bill 413 (“Daylighting Law”) Action: Waive the first reading and introduce by title only an ordinance amending Pinole Municipal Code Chapter 10.40 “Stopping, Standing and Parking” Section

10.40.050 “No Parking Areas Designated” to include restrictions related to parking near intersections in compliance with Assembly Bill 413. (Eric Casher, Heba El-Guindy, Melissa Klawuhn)

11. OLD BUSINESS
None

12. NEW BUSINESS
None

13. CITIZENS TO BE HEARD (Continued from Item 6) (Public Comments) Open only to members of the public who did not speak under the first Citizens to Be Heard, Agenda Item 6 Citizens may speak under any item not listed on the Agenda. The time limit is 3 minutes for City Council items and is subject to modification by the Mayor. Individuals may not share or offer time to another speaker.

Pursuant to provisions of the Brown Act, no action may be taken on a matter unless it is listed on the agenda, or unless certain emergency or special circumstances exist. The City Council may direct staff to investigate and/or schedule certain matters for consideration at a future meeting.

14. ADJOURNMENT to the Regular City Council Meeting of July 15, 2025 in Remembrance of Amber Swartz.

City Council
Agenda - July 1, 2025

I hereby certify under the laws of the State of California that the foregoing Agenda was posted on the bulletin board at the main entrance of Pinole City Hall, 2131 Pear Street Pinole, CA, and on the City’s website, not less than 72 hours prior to the meeting date set forth on this agenda. _______________________
Heather Bell, CMC
City Clerk
POSTED: Thursday, June 26, 2025 at 12:00 pm

PARKS MAKE LIFE BETTER!®
WHEREAS, Parks and Recreation promotes physical, emotional, and mental health and wellness through organized and self-directed fitness, play, and activity; and WHEREAS, Parks and Recreation supports the economic vitality of communities by partnering with local businesses and non-profits, and offering events for resident's engagement; and
WHEREAS, Parks and Recreation creates memorable experiences through youth sports and enrichment activities, teen centers and programs, senior activity centers, adult fitness, and enrichment

WHEREAS,
programs, free community events, and beyond; and
Parks and Recreation fosters social cohesiveness in communities by celebrating diversity, providing spaces to come together peacefully, modeling compassion, promoting social equity, connecting social networks, and ensuring all people have access to its benefits;
WHEREA
and
S, Parks and Recreation supports human development and endless learning opportunities that foster social, intellectual, physical, and emotional growth in people of all ages and abilities;

WHEREAS,
and
Parks and Recreation strengthens community identity by providing facilities and services that reflect and celebrate community character, heritage, culture, history, aesthetics, and landsc

WHEREAS,
ape; and
Parks and Recreation sustains and stewards our natural resources by protecting habitats and open space, connecting people to nature, and promoting the ecological function of parkland; and
WHEREAS, Parks and Recreation supports safe, vibrant, attractive, progressive communities that make life better through positive alternatives offered in their recreational opportunities; and
WHEREAS, Parks and Recreation remains versatile and innovative in providing vital services to communities through local, national, or global emergencies, all while adhering to guidelines

WHEREAS,
set forth by governing agencies; and
The California Park & Recreation Society has released a statewide public awareness campaign, "Parks Make Life Better!®" to inform citizens of the many benefits of utilizing parks, facilities, programs, and services.

NOW, THEREFORE, I, CAMERON SASAI, Mayor of the City o
f Pinole, County of
Contra Costa, State of California, on behalf of the City Council, do hereby proclaim JULY 2025 AS PARKS MAKE LIFE BETTER!® MONTH and encourage all to recognize the importance of access to local parks, trails, open space, and facilities for the health, wellness, development, ;nspiratian, and sefety af all Califarmans.
�
Dated: July 1, 2025

CAMERON SASAI
Mayor of the City of Pinole

Pinole City Council Regular Meeting
Minutes – June 17, 2025

CITY COUNCIL MEETING

MINUTES
June 17, 2025

1. CALL TO ORDER & PLEDGE OF ALLEGIANCE IN HONOR OF THE US MILITARY TROOPS
The City Council Meeting was held in a hybrid format (in-person and via Zoom videoconference and broadcast) from the Pinole Council Chambers, 2131 Pear Street, Pinole, California. Mayor Sasai called the Regular Meeting of the City Council to order at 5:02 p.m. and led the Pledge of Allegiance.

2. LAND ACKNOWLEDGEMENT
Before we begin, we would like to acknowledge the Ohlone people, who are the traditional custodians of this land. We pay our respects to the Ohlone elders, past, present and future, who call this place, Ohlone Land, the land that Pinole sits upon, their home. We are proud to continue their tradition of coming together and growing as a community. We thank the Ohlone community for their stewardship and support, and we look forward to strengthening our ties as we continue our relationship of mutual respect and understanding.

3. ROLL CALL, CITY CLERK’S REPORT & STATEMENT OF CONFLICT An official who has a conflict must, prior to consideration of the decision; (1) publicly identify in detail the financial interest that causes the conflict; (2) recuse himself/herself from discussing and voting on the matter; and (3) leave the room until after the decision has been made, Cal. Gov.

Code § 87105.

A. COUNCILMEMBERS PRESENT
Cameron Sasai, Mayor
Anthony Tave, Mayor Pro Tem
Norma Martinez-Rubin, Council Member*
Devin Murphy, Council Member
Maureen Toms, Council Member
*Remote Attendance
B. STAFF PRESENT
Kelcey Young, City Manager
Roxane Stone, Deputy City Clerk
Eric Casher, City Attorney
Markisha Guillory, Finance Director
Fiona Epps, Communications Director
Prajwol Bhandari, PCTV Administrative Coordinator
Dave Snell, PCTV, Coordinator

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Deputy City Clerk Roxane Stone announced the agenda had been posted on June 11, 2025 at 4:30 p.m. with all legally required written notices. Written comments had been received in advance of the meeting, distributed to the City Council and staff, posted to the City website and made available to the public to view in the Council Chambers.

Following an inquiry, the Council reported there were no conflicts with any items on the agenda.

4. CONVENE TO A CLOSED SESSION
Citizens may address the Council regarding a Closed Session item prior to the Council adjourning into the Closed Session, by first providing a speaker card to the City Clerk.

A. CONFERENCE WITH LABOR NEGOTIATORS
Gov. Code § 54957.6
Agency designated representatives: City Manager, Kelcey Young, City Attorney, Eric Casher, Human Resources Director, Stacy Shell, Finance Director, Markisha Guillory and Gregory Ramirez, IEDA
Employee organizations: AFSCME Local 1, AFSCME Local 512 and the Pinole Police Employees Association (PPEA)
B. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Gov. Code § 54957
Title: City Manager

PUBLIC COMMENTS OPENED
Deputy City Clerk Stone reported there were no comments from the public.

PUBLIC COMMENTS CLOSED

5. RECONVENE IN OPEN SESSION TO ANNOUNCE RESULTS OF CLOSED SESSION At 8:11 p.m., Mayor Sasai reconvened the meeting into open session. There was no reportable action from the Closed Sessions.

6. CITIZENS TO BE HEARD (Public Comments)
Citizens may speak under any item not listed on the Agenda. The time limit is 3 minutes and is subject to modification by the Mayor. Individuals may not share or offer time to another speaker.

Pursuant to provisions of the Brown Act, no action may be taken on a matter unless it is listed on the agenda, or unless certain emergency or special circumstances exist. The City Council may direct staff to investigate and/or schedule certain matters for consideration at a future Council meeting.

Maria Alegria, referenced a resolution which had been adopted by the City Council on March 18, 2025 regarding community values which complied with Senate Bill (SB) 54, the California Values Act, and other informational materials related to Stand Together of Contra Costa County, which were supposed to be made available to the public in City facilities and in different languages in order to inform residents of their constitutional rights.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Ms. Alegria referenced a recent episode of forcibly removing and handcuffing California State Senator Alex Padilla from a Department of Homeland Security (DHS) press conference for asking a question regarding removal tactics against immigrant communities by U.S. Immigration and Customs Enforcement (ICE) agents which she found an affront to democracy. She asked of the status of City efforts to ensure residents were informed and felt safe from similar violations of the constitution by ICE, since immigrants were living in fear and intimidation. She asked who was responsible for implementing the resolution approved by the City Council and asked for an update under the Mayor or City Manager’s Report.

Rafael Menis, reported on the current state of transmission for COVID-19 in the region, with the national data no longer available since the Centers for Disease Control and Prevention (CDC) had changed out how its website had been organized, but he was able to provide information from another CDC source which indicated there had been an increase over the past couple of weeks related to wastewater values based on a 0 to 15 scale. The City of Pinole was at a rate of

1.766 in April 2025 and rate of 2.924 as of June 7, 2025. He encouraged people to take increased precautions given new COVID-19 variants and increased transmission in the vicinity over the past couple of weeks where there could be a spike in infection rates.

Mr. Menis also thanked everyone who participated in the rally and No Kings protest on June 14, 2025, in particular Mayor Sasai and Council members Murphy and Toms who attended the peaceful protest. There had been other events in the City of Hercules and everything worked out fantastically with these local events having worked out better than some national events. He added President Trump had contested he had the power to compel Iran’s Supreme Leader to conditionally surrender presumably through making war. He read into the record Article I, Section 8 of the United States Constitution, which stated that Congress had the power to declare war, not the President, and he asked that they keep that in mind.

7. REPORTS & COMMUNICATIONS
A. Mayor Report

1. Announcements
Mayor Sasai reported he attended the Contra Costa Mayors’ Conference when appointments were made to regional boards. He congratulated Council member Toms for her re-appointment as Alternate to the Association of Bay Area Governments (ABAG) Board and Council member Murphy’s reappointment as the Alternate to the East Bay Economic Development Alliance Executive Committee. He also thanked everyone who joined the community in the Pride and Juneteenth events at Fernandez Park, City staff who put in the work and the Community Services Director and her team for their work on the event which had a beautiful showing. He looked forward to the event in 2026.

Mayor Sasai also met with Eduardo Martinez the Mayor for the City of Richmond and had a discussion about immigration policy and what could be done to work in collaboration and side by side to keep residents safe and ensure residents were safeguarded against misinformation.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

There had been an ICE presence in the region, particularly in the City of Concord, and there were fears in the local community with more discussions to come with neighboring jurisdictions to ensure the City of Pinole had information confirming ICE sitings so that people were not in fear.

Mayor Sasai also thanked Mr. Menis for the self-invite to the No Kings rally in the City of Hercules, which had been well attended from people throughout the county to stand up for democracy in the most non-partisan way possible. He also thanked Council members Murphy and Toms for attending the rally. Additionally, he met with the WestCat Board of Directors and reminded everyone the Youth Ride for Free program was ongoing until July 31, 2025, with those 18 years of age and under and who had a valid school identification able to ride public transit for free.

Lastly, he attended the Philippine Independence Day celebration held every year by St. Joseph Church. He looked forward to the next celebration in 2026.

B. Mayoral & Council Appointments: None
C. City Council Committee Reports & Communications
Mayor Pro Tem Tave reported RecyleMore recently met, he had been unable to attend the meeting, asked Council member Murphy to attend as the Alternate and he expected a report would be provided.

Council member Murphy reported he attended the League of California Cities Revenue and Taxation, and Transportation, Public Works and Communications Policy Committees and highlighted the agenda discussions; a meeting of RecycleMore with a discussion of several issues impacting waste management and environmental compliance, adoption of the Fiscal Year (FY) 2025/26 operating budget and a couple of presentations which he also highlighted particularly an available grant related to SB1383, California’s Organic Waste Law.

Council member Murphy also attended the Pride/Juneteenth celebrations and thanked the Community Services Department team for making it happen and all City Departments who had been a part of the event; thanked the City Manager, Public Works Director and Wastewater Treatment Plant Manager, for a recent robust discussion of critical infrastructure and needs and updates to the Wastewater Treatment Plant and upcoming projects; welcomed Cheryl Cotton, the new Superintendent of the West Contra Costa Unified School District (WCCUSD) whose background he highlighted and announced Marin Clean Energy’s (MCE) Certify and Amplify Webinar scheduled for July 18, 2025, was a valuable opportunity for local small and diverse businesses to grow through accessing the State Contracting Clearinghouse, with the webinar free for small business owners with more information available at the MCE website.

Council member Toms reported she attended the Contra Costa Mayors’ Conference at which time she had been selected as one of the Alternates to the ABAG Executive Committee and detailed a presentation from the County Clerk Recorder on the Mapping Prejudice Project, working with the University of Minnesota and community volunteers to find out the multiple restrictive covenants that exist on properties that were racially motivated and identify all recorded documents, to have them amended. She also attended the League of California Cities Housing, Community and Economic Development Committee and briefed the City Council on a presentation on local fire insurance, housing innovations and public/private partnerships and legislative updates.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Council member Toms referenced in particular legislation that would move the Housing Element process up six months to give both ABAG, who determined the Regional Housing Needs Allocation (RHNA), an additional six months and gives cities six more months to start the process.

SB79, the Abundant & Affordable Homes near Transit Act, had also been discussed and would require local governments to approve by right dense residential housing near specific transit stops without any public engagement, environmental review or consideration of State Certified Housing Elements and was to be considered by the Assembly and which legislation was opposed by local governments, unions and affordable housing groups.

Council member Toms also attended the Pride/Juneteenth celebrations and congratulated staff on doing a great job. She asked the City Council to adjourn the meeting in memory of Vera Rowsey, a resident of Pinole, a retired teacher, administrator, former Principal of De Anza High School and Pinole Middle School, Pinole Seals mom, dancer and dance mom, member of the Pinole Tennis Club and Vice President of the West County Forum who would be deeply missed by family, friends, neighbors and colleagues. She had spoken with Mrs. Rowsey’s husband several times in the last week who asked that she share a message, to think about having advanced directives for loved ones.

Mayor Sasai confirmed the meeting would adjourn in memory of Vera Rowsey. He also announced the Pinole Police Department asked that anyone with information about the May 28, 2025 incident and random act of violence against Mrs. Rowsey contact the Pinole Police Department at (510) 724-8950 or (510) 724-1111 the non-emergency line. He encouraged people to report any suspicious activities. He otherwise commented what was happening in the federal government was not normal, seeing images of Senator Padilla being detained for doing his job and asking questions was disheartening along with seeing the New York City Comptroller detained this date for doing his job along with other actions that were not democratic.

D. Council Requests for Future Agenda Items
Council member Toms understood the City Clerk had been looking at potential dates in the month of August for a follow-up City Council Retreat. While not a request for a future agenda item, she asked that an email response from staff be provided.

ACTION: Motion by Council member Martinez-Rubin/Mayor Sasai to direct staff to prepare a Letter in Support of Assembly Bill 762, which banned disposable vapes in the State of California with the letter to be submitted to the appropriate California State portals.

Vote: Passed 5-0
Ayes: Sasai, Tave, Martinez-Rubin, Murphy, Toms
Noes: None
Abstain: None

Absent: None
ACTION: Motion by Council members Martinez-Rubin/Toms that the City of Pinole Support Assembly Bill 996, by adding the City’s name and seal to the Coalition Letter the League of California Cities had prepared and which would clarify that any existing sea level rise plans assessment or information that local government have worked on can be used to meet one or all of the components of the Sea Level Rise Plans.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Vote: Passed 5-0
Ayes: Sasai, Tave, Martinez-Rubin, Murphy, Toms
Noes: None
Abstain: None

Absent: None
E. City Manager Report / Department Staff
City Manager Young thanked everyone who attended the recent Coffee with the City Manager; announced Pinole Community Television (PCTV) and the Pinole Police Department would have a booth during the Car Show on June 22, 2025, and the Senior Center Pancake Breakfast would kick-off the Car Show from 7:00 a.m. to 10:00 a.m. She thanked the Community Services Department for its great community events and reported forty children have signed up for the summer camp which had a wait list. She also thanked the Public Works Department with red curbs currently being painted in the community as part of new daylighting laws with a presentation to be provided to the City Council in July. In addition, the Special Olympics Law Enforcement Torch Run would be held on June 25, 2025 carrying the torch from the community corner starting at 8:30 a.m. all the way down to San Pablo Avenue. She thanked all staff who were involved in the event.

City Manager Young also reported red cards were currently available in English at City Hall and other facilities to be distributed in other languages soon, with staff working with a professional translating service to ensure all information was as clear as possible. This was a multi-department project, with multiple rounds of edits and information on Stand Together Contra Costa was available on the Community Resources section of the City website or anyone may contact City staff for more information. She also reported speed limit reductions were underway, with speed limit signs being switched out in various roads including San Pablo Avenue and Pinole Valley Road. Grinding of the roads would also occur this month. The Pinole Police Department would start enforcement of the new speed limits in July with everyone asked to be mindful and drive safely.

F. City Attorney Report: None

8. RECOGNITIONS / PRESENTATIONS / COMMUNITY EVENTS
A. Proclamations: None
B. Presentations
The items were taken out of order from how they had been shown on the meeting agenda.

1. Robert Walker Memorial Presentation
Communications Director Fiona Epps provided a PowerPoint presentation on the Robert Walker Jr. Memorial which included the background of the ten applications received by City of Pinole staff (Public Works and Police Departments) and request to install an aluminum memorial sign on the City’s Corporation Yard building in honor of Robert Walker Jr.’s exceptional 45-years of service to the City of Pinole.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

The applications had been reviewed by the City Council Memorial Subcommittee. The estimated cost of the sign is $3,040.91 and the sign copy on the plaque was detailed. Another application submitted by Pinole resident Bob Kopp for a redwood memorial plaque at Pinole Valley Park was highlighted and would consist of stainless steel, with native flowers, stones and solar ground lighting adjacent to Pinole Valley Park. Materials and labor would be donated and ongoing maintenance costs would be minimal and done by the Public Works Department. The sign copy on the plaque was also detailed.

Communications Director Epps recommended the City Council approve two memorial applications for Naming and Dedication of City Facilities in honor of Robert Walker Jr., accepting special circumstances for the memorial according to the City's Memorial Policy and 1) install a memorial sign on the Corporation Yard Building; and 2) install a redwood memorial plaque adjacent to Pinole Valley Park. If the Corporation Yard sign and redwood plaque were approved by the City Council, staff would make plans to install the memorials before the end of the year. If the Corporation Yard sign was approved, staff would proceed with working with the vendor on final design concepts for the sign. Staff would review to ensure the signage design adheres to all City branding guidelines and installation would be performed by the vendor. Signage expenses would be paid by the City of Pinole. If the redwood plaque was approved staff would coordinate with Pinole resident Bob Kopp on installation and materials, with the installation to be donated by Mr. Kopp.

Mayor Sasai thanked everyone who advocated for the Robert Walker Jr. Memorial. He and Council member Murphy served on the Memorial Subcommittee and were very proud to recommend the City Council approve the staff recommendation.

Council member Toms thanked staff for the beautiful wording, particularly for the redwood plaque.

Council member Martinez-Rubin thanked the staff of the Pinole Police and Public Works Departments along with Mr. Kopp for the coordinated effort to design a memorial, with both the redwood plaque and Corporation Yard sign providing good integration of natural materials. She hoped the memorial would bring a bit less heartbreak if at all possible and smiles to the Walker Family.

Responding to questions from the City Council, Communications Director Epps clarified:
• The expected completion date for the Corporation Yard sign installation was expected by the end of the year. (Sasai)
• Acknowledged a request for a ceremony in recognition of renaming the Corporation Yard when the project was complete. Acknowledged a recommendation to coordinate the renaming ceremony with Mr. Walker’s November 21st birthday, with staff planning to make the installation of the memorials a very special event. (Sasai)

PUBLIC COMMENTS OPENED
Tracy Walker, speaking on behalf of family members, her father’s co-workers and the community her father served so faithfully, requested the City Council approve the memorial installations, as proposed by staff.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Ms. Walker asked the City Council to move forward with the memorials to reflect her father’s deep legacy and roots planted in the City, with her father having given his life to the City in years of service, heart, humility and unwavering dedication. The memorials were more than symbols, but memories of a man who showed up every day and treated people with respect and love and who should be remembered. The memorials meant a great deal to the Walker Family and those who worked beside her father.

PUBLIC COMMENTS CLOSED
Mayor Sasai clarified this was a presentation for the Robert Walker Jr. Memorials, with the actual request to be considered under Consent Calendar Item 9L.

2. PCTV Community Media Center Strategy
Communications Director Epps provided a PowerPoint presentation on the PCTV Community Media Center Strategy which included an overview of the PCTV Strategy Development; introduction to the PCTV Strategy Development Team and PCTV volunteers; initial assessment of PCTV which included input from the City Council, the PCTV Team and results from a PCTV survey (November-December 2024) to community members; PCTV vision and mission; goals and objectives and the actions to be taken to achieve the goals and objectives An overview of the programming strategy for local government and community content, community and engagement and services, cultural and educational content and interactive and special features, and partnerships and collaborative projects were also highlighted. In addition, goals on technology, development of sponsorships and memberships, City support for event coverage, photo/videography, video production and audio-visual support, fiscal sustainability, community engagement and outreach and the PCTV marketing plan were further highlighted.

PCTV Administrative Coordinator Prajwol Bhandari provided a brief Website Tour of PCTV.

Communications Director Epps took the opportunity to recognize Media and Communications Fellow Charlie Elison, a volunteer working with PCTV who was present in the audience. She noted the implementation of the PCTV Strategy was already underway with staff working on key objectives and with a full roll out of all programs and services expected to be completed in one year. The marketing plan had been projected to be implemented in the next three to four months.

By the start of Fiscal Year (FY) 2026/27, PCTV aimed to establish a revitalized community driven operation, quadrupling viewership and achieving a 300 percent increase in community support and participation.

Responding to questions from the City Council, Communications Director Epps and PCTV Coordinator, Dave Snell clarified:
• Acknowledged appreciation for the work done thus far by PCTV and the ability for Council members to provide feedback on the PCTV Strategy Development. Clarified the data in the PowerPoint presentation from the survey results, had shown 53 percent of residents don’t watch AT&T or Comcast and there had been 171 respondents to the survey.

Clarified PCTV had previously been launched on streaming platforms and was heavily watched through the City’s website and was available on Roku, Apple TV and Amazon Fire. (Murphy)

Pinole City Council Regular Meeting
Minutes – June 17, 2025

• Clarified around 70 percent of the survey respondents indicated they would watch PCTV if available on Internet streaming channels. The marketing strategy goal was to make people aware PCTV was available on Internet streaming channels and PCTV would promote heavily in spreading the word and would leverage that in the future. (Murphy) • Acknowledged appreciation for the membership tiers and engagement in that way as a model of sustainability and clarified the kinds of benefits and perks that could be offered with each membership tier to PCTV, which led to a list and cost out of items which were highlighted and which led to a membership price based on youth versus seniors and what a business could pay. (Murphy)
• Acknowledged a request to see more clarity on the City’s investment in PCTV and open data around performance indicators with staff to possibly return with a framework of the public facing PCTV performance dashboards and have that information available on the City’s website, which would help track growing engagement and make it easier to invest in PCTV. Clarified that level of detail had not been included in the PCTV Strategy, but staff had access to several sources of data they planned to leverage for measuring the success and outcomes of PCTV, including the Master Control Automation System TelView, where they would be able to access data on the number of viewers for Internet streaming channels, but they would not have data on cable viewers. The survey indicated that out of 171 respondents, about half have watched PCTV before, some on a weekly basis. Putting out additional surveys would help PCTV gage success and outcomes. The number of sponsors and volunteers who sign up would also be beneficial data and staff also had access to website data analytics and could utilize social media analytics through the City’s new social media platform on Instagram. Staff could build out a more structured framework and was looking at all avenues of data that could be sourced. • Acknowledged appreciation and congratulations to the PCTV Team on how far it had come since 2020, appreciation for the PowerPoint presentation and bringing the PCTV Strategy in-house. (Murphy)
• Acknowledged appreciation for all of the hard work of the PCTV Team and the fact much of the work was being done behind the scenes. Acknowledged a request for more presentations as the PCTV Media Center Strategy was developed. (Tave) • Clarified the vision and mission for PCTV as detailed in the PowerPoint presentation.

Clarified the vision statement and reference to “trusted leader in local news” referred to PCTV. (Martinez-Rubin)
• Clarified PCTV was working on updating its current content on its channels.

Acknowledged some content that had been airing was outdated. PCTV was looking for new content, the Media Communications Fellows were working on that component and people have submitted content through a form on PCTV, including Rocket Crockett and other media. Outdated content would gradually be replaced with new original content, plus content from the community and more information from the City on public service announcements and reformatting of social media and flyers to wide screen to be shown on PCTV. PCTV’s Master Control also had integration with social media. (Martinez-Rubin)

Pinole City Council Regular Meeting
Minutes – June 17, 2025

• Clarified the standard and public access fees for PCTV with public access fees for Pinole residents and standard fees for everyone else. (Martinez-Rubin) • Clarified the survey results of who was watching City Council meetings and coverage of government meetings which was one of the most valued services of PCTV. While not as popular as seeing local news, local business news and arts and cultural programming was important and people valued civic engagement and access to local government through PCTV. (Martinez-Rubin)
• Clarified Instagram live steaming for City Council meetings and community events could be explored. (Sasai)

PUBLIC COMMENTS OPENED
Irma Ruport, stated the PCTV Community Media Center Strategy was over a year and half late.

She also understood PCTV had been reassigned to the City Manager’s Office over a year ago contrary to a statement in the PowerPoint presentation. She added she had a list of community events which occurred over the last year and a half, including the Valor Village Grand Opening, Contra Costa Fish Migration Day, Earth Walk, Juneteenth etc. and she had submitted an email to the Communications Director in 2024, who asked that she be patient. She asked how patient taxpayers should be in that they had two local channels on PCTV, with no one videotaping community events. She found someone was calling the shots and wanted to know who it was.

Ms. Ruport commented the new Communications Director had been with the City a year and a half, whereas the PCTV Coordinator had 40+ years of broadcast experience and 27 years with PCTV and other news organizations. Erick Wilson, the Cable Technician for PCTV had 20+ years of broadcast experience. Given all of that experience, she questioned why someone who had worked with the City for so long had not been given the job of Communications Director. While this was not personal, she noted when they had people with that level of experience and do not utilize those talents, she found someone was calling the wrong shots. She agreed with the PCTV strategy and wanted it to move forward but questioned why it had taken a year and a half to bring forward the presentation and possibly another year and a half could pass before the strategy was implemented.

Ms. Ruport suggested if PCTV was not being utilized as it should, the City should get rid of it, since taxpayers were paying for it. She asked that an ad hoc committee be established with PCTV and include two Council members. She suggested PCTV be moved back to where it should be prior to having been moved under the City Manager’s Office or considered as a separate division. She hoped that PCTV would be in attendance for the upcoming Car Show.

Rafael Menis, asked for clarification of PCTV being “a trusted leader in local news”, as noted in the vision statement and how that was compatible with the programming strategy under Page 42 of 738 of the agenda packet, Section VI. Technology and Infrastructure, (2), AI and Streamlined Editing Tools, as written. He noted Pages 38 and 39 of 738 of the agenda packet, and the time set aside for editing, was at six percent currently and planned to be six percent in the updated time with the main adjustment, a shift from video production to public access. He asked if Artificial Intelligence (AI) production would improve the editing process and why the percentage of time allocated to editing would be the same amount.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Given the known issues of AI causing confabulations, hallucinations or lying in its output since AI does not and could not know the truth, given it was a large language model and predicting the most likely outcome, Mr. Menis asked what sorts of protections would be put in place in any AI process to ensure PCTV would remain a trusted leader and information it was putting out would remain accurate. He also had questions about suggested cutbacks in PCTV service in order to allow it to realign its process to be more sustainable.

Mr. Menis referenced page 41 of 738 of the agenda packet, which indicated PCTV recommends scaling back or eliminating certain services and that Commission meeting video production could be transitioned to staff liaisons using basic video equipment and Zoom for recording and livestreaming. Additionally, video coverage of City-sponsored events could be limited to a select number of high-priority events annually and the adjustments would enable PCTV to dedicate more time and resources to community-based projects and strategic initiatives, including revenuegenerating activities. He asked if that meant Planning Commission meetings would not be broadcast using PCTV equipment but livestreamed on Zoom. He asked of the practical impacts to the Planning Commission or other City Commissions/Committees and whether this change would result in the same quality of service or a lesser quality of service. He asked to what extent would the City Council be able to influence any of this process in that a lot of this was being implemented now and asked whether there would be room for City Council and public feedback on the process.

Maria Alegria, thanked Mr. Snell for his commitment to the City of Pinole. She loved The Pulse and energy Council member Murphy provided when Mayor, and suggested as a public service, that was what was needed. She was concerned with the fact the federal government was cutting funding for public broadcasting and it was more critical than ever for the City to be in control of its messaging and content provided to the community. She pointed out the City had a great facility at kitchen at 812, who had been doing cooking videos and that was something people loved which could be considered for potential programming. Also, there were people who have done documentaries, including her husband who had created A Song for Cesar, a documentary about Cesar Chavez, which was available to public institutions and could be aired on television. Another friend created the documentary 100 Years from Mississippi, the story of a woman who left Mississippi to escape racial violence and vowed never to return, and was another example of content that was already produced that could be aired. She encouraged the City to consider such opportunities.

Ms. Alegria added her husband was also an editor, and she was familiar with editing content for a brief video. She wanted to keep PCTV and emphasized the City needed to figure out how to maintain and sustain it. She recommended they could also bring in youth since they needed those voices and the more they get out there and the more PCTV was promoted would be great.

She again suggested cooking, documentaries and bringing in the youth should be considerations for content.

Anthony Vossbrink, echoed the comments made regarding things going on with respect to the City’s management of PCTV. PCTV had competent people led by Mr. Snell but a former Assistant City Manager several years ago had restricted Mr. Snell and his team’s ability to accomplish things. As an example, the scheduling grid which was posted weekly was a far cry from what had been done in the past with regards to content and timing.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Mr. Vossbrink found they were going backwards with regards to posting events on PCTV with all events scheduled being shown to occur in the a.m. versus p.m. and he found no one was proofreading the schedule prior to posting on PCTV. PCTV had a lot of skilled people in-house and he questioned bringing people from outside given the City’s limited budget. He added that posting of public notices and City meeting cancellations could be better handled so the public could view and know when meetings are canceled before the meeting was held not after the fact.

He also understood an American Association of Retired Persons (AARP) Tax Senior Workshop and Red Cross Blood Drive had been canceled due to over-scheduling.

PUBLIC COMMENTS CLOSED
Council member Murphy thanked Ms. Alegria for her words about the broadcasting, particularly given the vision for PCTV as outlined and the importance of community storytelling since there has been disinvestment with national public broadcasting. He found the PowerPoint presentation was great, but the work now was to think how to lean into the community storytelling and what resources to give to residents.

Council member Murphy offered a motion, seconded by Mayor Sasai to direct staff to develop and return to the City Council with a proposed framework for a public facing PCTV performance dashboard to be featured on the City website and to be designed to visually track community engagement metrics and alignment with strategic communication goals and include in the proposal the establishment of an annual public forum (open house or community feedback session) specifically focused on PCTV services and programming.

On the motion, Council member Toms asked whether or not the City Council may take action on a presentation item.

City Attorney Eric Casher confirmed this was a presentation item but the City Council may provide staff with direction on the item. This was a discussion of the PCTV Strategy and the City Council could provide direction and a motion could be entertained. No formal action could be considered but direction to staff could be entertained. He understood Council member Murphy had offered specific direction on a motion directive to staff and that could be considered.

Council member Martinez-Rubin commented the matter of evaluating processes and actually displaying data, such as dashboards was something that needs some financial and resource considerations and for staff to return to further develop their strategy, would require some thinking behind who would be doing that kind of data collection compilation analyses, etc. to eventually display a dashboard. She deferred to staff to let the City Council know what was doable given where they were in the implementation of the strategy. She found the presentation to be an overview of the enhancements PCTV would have and the actual documentation and processes and display of data about those processes, results to be read by anyone whether they use OpenSource applications or not still required some staff time and or some financial investment. She did not want the City Council to downplay the necessary resources either whether people, time or money in order to do what was necessary, not only for PCTV but for a number of program activities spearheaded by staff at City Hall.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

ACTION: Motion by Council member Murphy/Mayor Sasai to direct staff to develop and return to the City Council with a proposed framework for a public facing PCTV performance dashboard to be featured on the City website and to be designed to visually track community engagement metrics and alignment with strategic communication goals and include in the proposal the establishment of an annual public forum (open house or community feedback session) specifically focused on PCTV services and programming.

Vote: Passed 5-0
Ayes: Sasai, Tave, Martinez-Rubin, Murphy, Toms
Noes: None
Abstain: None

Absent: None
Mayor Sasai thanked the Communications Director for her hard work. He found the City website looked sharp and in terms of web design and logo design, found the community would appreciate that. He also would like to see PCTV air the documentary A Song for Cesar, as mentioned by Ms. Alegria. In response to questions about AI policy and staff time for editing, he asked whether staff was comfortable addressing the questions at this time.

Communications Director Epps clarified AI technologies and the difference from the allocation from the previous staff time to the new regarding video production and editing time, and noted with the AI technology, that would go into the video production staff allocation since the AI editing tools were used during video production activities, and that was why the editing stayed at six percent for both the before and after. The video production time went down, since they would be using more advanced technology and bringing in other content the community would create.

The entire City Council thanked PCTV for this major feat.

3. Presentation on California Lineage Based Reparations and the California Reparations Commission Recommendation
Mayor Sasai reported he had been informed by staff the presentation would be deferred to a future meeting.

9. CONSENT CALENDAR
All matters under the Consent Calendar are considered to be routine and noncontroversial. These items will be enacted by one motion and without discussion. If, however, any interested party or Council member(s) wishes to comment on an item, they may do so before action is taken on the Consent Calendar. Following comments, if a Council member wishes to discuss an item, it will be removed from the Consent Calendar and taken up in order after adoption of the Consent Calendar.

A. Approve the Minutes of the Regular City Council Meeting on June 3, 2025.

B. Receive the May 31, 2025 – June 13, 2025, List of Warrants in the Amount of $,1,450,114.06 and the June 6, 2025 Payroll in the Amount of $532,924.45.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

C. FY 2025/26 Final Proposed Operating and Capital Budget. Action: Adopt Resolution per Staff Recommendation (Markisha Guillory) D. FY 2025/26 Appropriations Limit. Action: Adopt Resolution per Staff Recommendation (Markisha Guillory)
E. Adoption of Growth Management Plan (GMP) Checklist and Authorization for Submission to CCTA. Action: Adopt Resolution per Staff Recommendation (David Hanham)
F. Approve an Amendment to the Employment Agreement for the City Clerk. Action:

Approve an Amendment to the Employment Agreement for the City Clerk (Stacy Shell)
G. Adopt an Ordinance Renewing AB481 Military Use Equipment. Action: Waive the Second Reading and Adopt an Ordinance Approving the Renewal of the City’s Military Equipment Use Policy. (Melissa Klawuhn, Jeremy Crone) H. Adopt an Ordinance Designating Fire Hazard Severity Zone Map in Pinole.

Action: Waive the Second Reading and Adopt an Ordinance per Staff Recommendation (David Hanham)
I. Amended Reserve Policy. Action: Adopt a Resolution per Staff Recommendation (Markisha Guillory)
J. Approval of Fiscal Year 2025/26 Capital Budget and Five-Year Capital Improvement Plan. Action: Adopt Resolution per Staff Recommendation (Heba El-Guindy)
K. Amend Consulting Services Agreement between the City and GHD, Inc. for the Development of an Active Transportation Plan – Project IN2106. Action: Adopt Resolution per Staff Recommendation (Heba El-Guindy)
L. Approve Memorial Installations in Dedication of Robert Walker. Action: Adopt Resolution per Staff Recommendation (Fiona Epps)

PUBLIC COMMENTS OPENED
Ana Avila, representing her fellow colleagues, referenced Item 9L and asked the City Council to approve the memorial installations and dedication for Robert Walker Jr. which was important to the members of the Corporation Yard to see the legacy left by Mr. Walker Jr.

Rafael Menis provided the following comments on the Consent Calendar:
- Item 9A, Page 92 of 738 of the agenda packet, revise the first sentence of the third paragraph to read: Rafael Menis, thanked Ms. Wilks for her written comments which introduced him to Zolly v. City of Oakland 2022, where he found commentary from legal firm Best Best & Krieger LLP (BBK) discussing the case.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

- Item 9C, noted there were still a blank bullet point under the heading, Capital Improvement Plan (CIP) Projects, as shown on Page 271 of 738 of the agenda packet and blank bullet points on Page 272 of 738, under the headings of Baseline Work (Including Staff-Initiated Special Projects) and Capital Improvement Plan (CIP) Projects/Annual Programs, and asked if anything was missing or were they typographical errors. Regardless, they need to be addressed since this was the final version of the budget to be adopted.

Also for Item 9C, on Page 330 of 738 of the agenda packet, the General Fund for library services had shown the same overall proposed budget for FY 2025/26 as it does for FY 2024/25. The library would be shut down for maintenance improvements for part of FY 2025/26 but it was possible it could be for FY 2026/27. He asked if an adjustment to the amount the City paid Contra Costa County would be required during the period of time when the library was closed.
- Item 9E, Page 397 of 738 of the agenda packet, 6. Five-Year Capital Improvement Program, stated the last CIP approval was June 3, 2025 with Resolution 25-. Assumed this would be updated to read June 17, 2025 with the relevant resolution when and if the City Council decided to adopt the CIP. If an error, it should be changed before the item was approved.
- Item 9J, Page 438 of 738 of the agenda packet, Project #SS2407, Private Sewer Lateral Program, noted the timing of the program overlapped with the City’s Peer Program with regards to energy efficiency rebates. Described how he recently encountered an issue where in order to get the rebate, one needs to apply and go through a process by June 30, 2025. As part of that process, one must pass a City required sewer lateral inspection; however, the revolving fund from the City to help with repairs for the sewer lateral would not be live before July 1, 2025, creating a Catch-22. He asked for clarification and stated he was asking in his private capacity.

Maria Alegria, referenced Item 9C, as it related to the Police Department budget and asked whether there were plans for providing enhanced security on trails to ensure community safety.

She also asked for examples of the vision for the expanded police drone program. For Item 9J, she asked about Project #RO2505 Safe Routes to Schools, noted the funding identified and commented this was a community priority that would provide a sense of safety for increased walking and cycling. She asked why trails had not been included in the project since they encouraged walking and cycling. She pointed out as part of the 2024 Parks Master Plan, the community prioritized paths, lanes, trails and the waterfront at Bay Front Park for improvements.

She asked the City Council whether there were any plans for providing more safety on City trails.

As to Project #RO2402, Sidewalk Rehabilitation Program, Ms. Alegria asked for more information on the program, as to when it would start, who would be eligible and whether it involved a grant program. In addition, Project #RO2401, Road Maintenance Repairs, asked which streets had been prioritized and reported Wright and Doidge Avenues have been crumbling over the past ten years, trees were not being maintained and utilities were digging up the streets. For Project #RO1710 San Pablo Avenue Bridge over BNSF Railroad, she asked how much Caltrans had committed to the project. She understood that BNSF announced its capital investment plan at $3.8 billion and she asked whether there was any way the City of Pinole could get a piece of those funds to help with the project.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

PUBLIC COMMENTS CLOSED
City Manager Young responded to some of the public comments. In terms of the peer funding as part of Project #SS2407, Private Sewer Lateral Program, she clarified it would roll forward and be made available after June 30, 2025. As to security on City trails, that was a big priority for the City. That issue would be brought back to the City Council with recommendations on how to improve or what could be looked at and she had discussions with the Police Chief regarding those pieces. There were additional questions from the public and she asked that they be provided in writing to allow staff to respond.

Council member Murphy asked that Item 9I be pulled from the Consent Calendar to be voted on separately. He was not in favor of the item and had communicated with the City Manager about a possible retreat or Special Workshop Session he would like to consider as a future meeting.

Council member Toms asked that Item 9C be pulled for discussion.

Council member Martinez-Rubin requested Item 9A be pulled for discussion.

Mayor Sasai asked that Item 9G be pulled for a separate vote.

For Item 9A, Council member Martinez-Rubin referenced Page 97 of 738 of the agenda packet, and asked that the second to last sentence of the last paragraph be revised, to read:

She [Council member Martinez-Rubin] noted the City had tried that in a different state policy committee she sat on, other cities had discussed that and there were no means currently to incur charges.

For item 9C, Council member Toms explained she had pulled the item since she continued to have concerns about the City Council Travel and Training Budget. She offered a motion, seconded by Council member Martinez-Rubin that the City Council Travel and Training Budget go back to its previous number of $4,500 per Council member.

ACTION: Motion by Council members Toms/Martinez-Rubin for Item 9C, the City Council Travel and Training Budget to go back to its previous number of $4,500 per Council member.

Vote: Failed 2-3
Ayes: Toms, Martinez-Rubin
Noes: Sasai, Tave, Murphy
Abstain: None

Absent: None
For Item 9I, Council member Murphy realized it was tied to the budget and reported he had a great conversation with the City Manager and learned more about staff’s approach, but based on the conversation from the prior City Council meeting and a review of the budget, he suggested there was a lot of uncertainty nationally and locally, with opportunities where the City could dig deeper into the budget, particularly with the City’s Investment Strategy and some of the City Council Priorities established at the recent City Council Retreat.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Council member Murphy also suggested it would do the City Council justice to review the adopted Long-Term Financial Plan (LTFP) strategy. He was aware the City had a pending deadline of June 30, 2025 to approve and adopt a balanced budget, and was okay with being the lone vote, but wanted to reiterate the need and a request to staff to agendize a comprehensive presentation and consideration of a Special Meeting on the City’s Investment Strategies and the City Council Priorities and LTFP Strategy, which would help to evaluate more implications of reducing the General Fund Reserve from 50 to 25 percent. That would allow a better and more robust context of broader fiscal objectives. He was thinking about capital safety improvements and public infrastructure and long-term obligations, but was unsure they had the time this budget cycle to do that, but it seemed they were jumping ship to this investment strategy around the $2.5 million use of the fund, when the City Council had not yet received the investment strategy. While he understood a report was expected to be provided soon to explain how the $2.5 million would be used, he asked that Item 9I be voted on separately.

Finance Director Markisha Guillory clarified the plan for the $25 million funding was to go into the Other Post-Employee Benefits (OPEB) Trust with no separate investment strategy they were setting for that, it was just adding the other OPEB Trust to the current Section 115 Trust, where they fund a portion of the pension contributions to the City. That would be managed in the same way by a public agency, Public Agency Retirement Services (PARS), and managed the same way in terms of the investment strategy.

Council member Murphy reported the City Manager had expressed to him during his meeting with her a bit about what the City Council would be offered soon in terms of information. He asked for an update.

City Manager Young clarified she had let Council member Murphy know about some of the potential options of how they could invest funds into the OPEB strategy. She also wanted to discuss the option of bringing forward a larger financial discussion and a workshop for the City Council to discuss both the budget, this particular investment strategy and answer questions.

Also, to have the opportunity to provide that information to both the City Council and the public, to be able to discuss the budget, financial strategies and potential revenue sources, as part of a larger discussion and include how the funds would be typically invested and what that looked like.

Council member Murphy asked when a workshop or Special Meeting could be agendized, and City Manager Young advised that still needed to be discussed internally. She suggested by the end of September at the latest staff could come forward with a workshop.

Council member Murphy suggested a motion was not needed with that commitment from staff.

He again asked that Item 9I be voted on separately.

As to Item 9G, Mayor Sasai respectfully stated he was in opposition to the item. His stance on the item had not changed in the past three years and he suggested in recent times it was abundantly clear why military use equipment was not appropriate for use by City governments.

He asked that Item 9G be voted on separately.

Council member Toms requested a separate vote on Item 9C as well.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

ACTION: Motion by Council member Toms/Mayor Pro Tem Tave to adopt Item 9A, subject to the changes provided by Council member Martinez-Rubin and Rafael Menis and Items 9B,9D, 9E, 9F, 9H, 9J, 9K and 9L, as shown.

Vote: Passed 5-0
Ayes: Sasai, Tave, Martinez-Rubin, Murphy, Toms
Noes: None
Abstain: None

Absent: None
ACTION: Motion by Mayor Pro Tem Tave/Council member Murphy to approve Item 9C, as shown.

Vote: Passed 4-1
Ayes: Sasai, Tave, Martinez-Rubin, Murphy
Noes: Toms
Abstain: None

Absent: None
ACTION: Motion by Council member Toms/Mayor Pro Tem Tave to approve Item 9G, as shown.

Vote: Passed 4-1
Ayes: Tave, Martinez-Rubin, Murphy, Toms
Noes: Sasai
Abstain: None

Absent: None
ACTION: Motion by Council member Toms/Mayor Pro Tem Tave to approve Item 9I, as shown.

Vote: Passed 4-1
Ayes: Sasai, Tave, Martinez-Rubin, Toms
Noes: Murphy
Abstain: None

Absent: None

10. PUBLIC HEARINGS
A. FY 2024/25 Utility User’s Tax Review. Action: Adopt Resolution per Staff Recommendation (Markisha Guillory)
Finance Director Guillory provided a PowerPoint presentation for the annual review of the FY 2024/25 Utility User’s Tax (UUT) which included an overview of the background of the purpose of the public hearing as outlined in the June 17, 2025 staff report; annual review process during the budget process to include the summary amounts realized and resolution to approve changes to household income levels for UUT exemptions.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

The 10-year history of the UUT collections from FY 2015/16 through FY 2024/25; gas and electricity UUT collections over the past 10-years; Telecommunications UUT collections over the past 10-years and UUT exemption guidelines and recommended changes to income exemption thresholds were all highlighted.

Finance Director Guillory asked the City Council to adopt a resolution modifying the household income eligibility thresholds for exemptions from the Utility Users’ Tax for FY 2025/26.

Responding to questions from the City Council, Finance Director Guillory clarified:
• Staff had budgeted conservatively and moving forward for FY 2025/26, included a four percent growth rate, to be reviewed mid-year for possible adjustment. (Murphy)

PUBLIC HEARING OPENED
Deputy City Clerk Stone reported there were no comments from the public.

PUBLIC HEARING CLOSED
ACTION: Motion by Council members Toms/Murphy to adopt a resolution modifying the household income eligibility thresholds for exemptions from the Utility Users’ Tax for FY 2025/26.

Vote: Passed 5-0
Ayes: Sasai, Tave, Martinez-Rubin, Murphy, Toms
Noes: None
Abstain: None

Absent: None
B. Community Services Department FY 2025/26 Master Fee Schedule. Action:

Adopt Resolution per Staff Recommendation (Andrea Dwyer) Mayor Sasai reported there was no staff report for the item since staff asked that the item be continued to the July 1, 2025 City Council meeting.

PUBLIC HEARING OPENED
Deputy City Clerk Stone reported there were no comments from the public.

PUBLIC HEARING CLOSED
ACTION: Motion by Mayor Pro Tem Tave/Council member Murphy to continue the public hearing for the Community Services Department FY 2025/26 Master Fee Schedule to the regular City Council meeting of July 1, 2025.

Pinole City Council Regular Meeting
Minutes – June 17, 2025

Vote: Passed 5-0
Ayes: Sasai, Tave, Martinez-Rubin, Murphy, Toms
Noes: None
Abstain: None

Absent: None

11. OLD BUSINESS: None

12. NEW BUSINESS: None

13. CITIZENS TO BE HEARD (Continued from Item 6) (Public Comments) Only open to members of the public who did not speak under the first Citizens to be Heard, Agenda Item 6.

Citizens may speak under any item not listed on the Agenda. The time limit is 3 minutes and is subject to modification by the Mayor. Individuals may not share or offer time to another speaker.

Pursuant to provisions of the Brown Act, no action may be taken on a matter unless it is listed on the agenda, or unless certain emergency or special circumstances exist. The City Council may direct staff to investigate and/or schedule certain matters for consideration at a future Council meeting.

Deputy City Clerk Stone reported there were no comments from the public.

14. ADJOURNMENT to the Regular Meeting of July 1, 2025 in Remembrance of Amber Swartz and Vera Rowsey.

At 10:36 p.m., Mayor Sasai adjourned the meeting to a Regular City Council Meeting on July 1, 2025 in Remembrance of Amber Swartz and Vera Rowsey.

Submitted by:
_________________________________
Heather Bell, CMC
City Clerk
Approved by City Council:

CITY COUNCIL
REPORT 9.C.

DATE: JULY 1, 2025
TO: MAYOR AND COUNCIL MEMBERS
FROM: Lilly Whalen, Community Development Director, 510-724-9832, [email protected]
Kapil Amin, Sustainability Project Manager, N/A, [email protected] SUBJECT: ADOPT A RESOLUTION AUTHORIZING THE CITY MANAGER TO AMEND

THE CONTRACT WITH CONTRA COSTA COUNTY TO CONTINUE

ADMINISTRATION OF THE PINOLE ENERGY ENHANCEMENT REBATE

PROGRAM (PEER) THROUGH ADDITIONAL FUNDING FROM THE

CALIFORNIA ENERGY COMMISSION (CEC) LOCAL GOVERNMENT

BUILDING DECARBONIZATION CHALLENGE

RECOMMENDATION
Staff recommends that the City Council adopt the attached resolution (Attachment A), authorizing the City Manager to execute an amendment to the interagency agreement with Contra Costa County (Attachment B) to continue administration of the Pinole Energy Enhancement Rebate (PEER) Program using California Energy Commission (CEC) grant funding.

BACKGROUND
The interagency agreement between Contra Costa County and the City of Pinole (Attachment C) for administration of the Pinole Energy Enhancement Rebate (PEER) Program was approved by the City Council on December 12, 2023, with a total funding allocation of $250,000. The agreement is set to expire on June 30, 2025. The PEER Program officially launched in January 2024 as a pilot effort to support local decarbonization through targeted rebates for energy-efficiency upgrades.

PEER offers stackable incentives for both single-family and multifamily properties to help offset the upfront costs of energy-efficiency improvements, including duct sealing and replacement, attic and wall insulation, heat pump HVAC systems, heat pump water heaters, electrical panel upgrades, and other eligible measures.

As detailed in the most recent progress report (Attachment D), the program has to date supported 28 single-family households and delivered 35 individual energy-efficiency upgrades.

Approximately $110,000 has been issued in rebates, with an additional $60,000 expended for program administration and marketing. Current remaining reserves include approximately $30,000 available for single-family rebates and $50,000 for multifamily rebates.

REVIEW AND ANALYSIS
In January 2025, the City executed a grant agreement with the California Energy Commission (CEC) following a successful application to the Local Government Building Decarbonization Challenge. The total award was $700,000. A portion of the grant—$115,000 for rebates and $35,000 for administrative costs—was allocated to replenish and extend the PEER Program in alignment with the goals outlined in the City’s 2024 Climate Action and Adaptation Plan (CAAP), particularly the CAAP’s building decarbonization objectives.

To support continued administration of the PEER Program, the amended contract (Attachment B) includes a Service Plan Addendum that increases the total payment limit by $150,000— raising it from $250,000 to $400,000—and extends the term of the Interagency Agreement through April 30, 2027. In addition, a new Exhibit C has been incorporated to update the list of active programs and incentives eligible to be layered with PEER rebates, ensuring greater flexibility and alignment with evolving energy-efficiency offerings.

FISCAL IMPACT
There is no fiscal impact associated with adoption of this resolution (Attachment A), as the contract amendment to continue the PEER Program is fully funded by the California Energy Commission grant award.

ATTACHMENTS
A. Resolution
B. Contract Amendment
C. Original Contract with County
D. Progress Report

RESOLUTION NO. 2025-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PINOLE

AUTHORIZING THE CITY MANAGER TO EXECUTE AN AMENDMENT TO THE

INTERAGENCY AGREEMENT WITH CONTRA COSTA COUNTY FOR

ADMINISTRATION OF THE PINOLE ENERGY ENHANCEMENT REBATE (PEER)

PROGRAM USING CALIFORNIA ENERGY COMMISSION LOCAL GOVERNMENT

BUILDING DECARBONIZATION CHALLENGE GRANT FUNDS
WHEREAS, in January 2024, the City of Pinole launched the Pinole Energy Enhancement Rebate (PEER) Program through an interagency agreement with Contra Costa County, which included $200,000 in rebates and $50,000 for program administration and marketing; and
WHEREAS, the current interagency agreement is set to expire on June 30, 2025; and WHEREAS, the City has secured an additional $115,000 in rebate funding and $35,000 in administrative support through the California Energy Commission's Local Government Building Decarbonization Challenge grant program, supplementing existing PEER program reserves of approximately $80,000; and
WHEREAS, the proposed contract amendment would increase the total payment limit under the agreement from $250,000 to $400,000 and extend the term through April 30, 2027; and WHEREAS, continuation of the PEER Program advances the goals outlined in the City’s adopted Climate Action and Adaptation Plan (CAAP), particularly with respect to building decarbonization, and fulfills the scope of work required by the CEC grant; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Pinole hereby authorizes the City Manager to execute the contract amendment with Contra Costa County, in substantially the form attached hereto as Exhibit A, and to take all actions necessary to implement the amended agreement.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Pinole held on the 1st day of July, 2025, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

I hereby certify that the foregoing resolution was regularly introduced, passed, and adopted on the 1 st day of July, 2025.
__________________________________
Heather Bell, CMC

Form L-9 (Page 1 of 2)
Contra Costa County CONTRACT AMENDMENT/EXTENSION Number: 50102 Standard Form L-9 AGREEMENT Fund/Org: 0285
Revised 2014 (Purchase of Services – Long Form) Account:

Other:

1. Identification of Contract to be Extended.

Number: 50102
Effective Date: December 12, 2023
Department: Conservation and Development
Subject: Interagency Agreement between County of Contra Costa and City of Pinole for Enhanced Energy Efficiency/Electrification Pilot Program

2. Parties. The County of Contra Costa, California (County), for its Department named above, and the following named Contractor mutually agree and promise as follows:

Contractor: City of Pinole
Capacity: A public agency
Address: 2131 Pear Street, Pinole, CA 94564

3. Amendment Date. The effective date of this Amendment/Extension Agreement is June 30, 2025.

4. Amendment Specifications. The Contract identified above is hereby amended as set forth in the “Amendment Specifications” attached hereto which are incorporated herein by reference.

5. Extension of Term. The termination date of the above described contract is hereby extended from June 30, 2025 to a new termination date of April 30, 2027 , unless sooner terminated as provided in said contract.

6. Payment Limit Increase. The payment limit of the above described Contract is hereby increased by $ 150,000, from $ 250,000 to a new total Contract Payment Limit of $ 400,000.

Form L-9 (Page 2 of 2)
Contra Costa County CONTRACT AMENDMENT/EXTENSION Number: 50102 Standard Form L-9 AGREEMENT Fund/Org: 0285
Revised 2014 (Purchase of Services – Long Form) Account:

Other:

7. Signatures. These signatures attest the parties’ agreement hereto:

COUNTY OF CONTRA COSTA, CALIFORNIA

BOARD OF SUPERVISORS
By: ___________________________________________
Chair/Designee
ATTEST: Clerk of the Board of Supervisors
By: ___________________________________________
Deputy

CONTRACTOR
Signature A
Name of business entity: City of Pinole
By: ___________________________________________
(Signature of individual or officer)

___________________________________________
(Print name and title A, if applicable)
Signature B
Name of business entity: City of Pinole
By: ___________________________________________
(Signature of individual or officer)

___________________________________________
(Print name and title B, if applicable.

Note to Contractor: For corporations (profit or nonprofit) and limited liability companies, the contract must be signed by two officers. Signature A must be that of the chairman of the board, president, or vice-president; and Signature B must be that of the secretary, any assistant secretary, chief financial officer or any assistant treasurer (Civil Code Section 1190 and Corporations Code Section 313). All signatures must be acknowledged as set forth on Form L-2.

Form L-2 (Page 1 of 1)
Contra Costa County ACKNOWLEDGMENT/APPROVALS Number:

Standard Form L-2 (Purchase of Services – Long Form)
Revised 2014.2

ACKNOWLEDGMENT

STATE OF CALIFORNIA )
)

COUNTY OF CONTRA COSTA )
On _____________________________ (Date),
before me, (Name and Title of the Officer),
personally appeared, ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS MY HAND AND OFFICIAL SEAL.

Signature of Notary Public
Place Seal Above
ACKNOWLEDGMENT (by Corporation, Partnership, or Individual) (Civil Code §1189)

APPROVALS

RECOMMENDED BY DEPARTMENT FORM APPROVED BY COUNTY COUNSEL By: _____________________________ By: _____________________________ Designee Deputy County Counsel
APPROVED: COUNTY ADMINISTRATOR
By: _____________________________
Designee
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

50102
Amendment Specifications
Through the Interagency Agreement between the County and the City of Pinole, the City of Pinole and the County wish to continue to have the County administer the City’s Enhanced Energy EƯiciency/Electrification Pilot Program (“Pilot Program”) with additional funding for the Pilot Program through a California Energy Commission Local Government Building Decarbonization Challenge grant award. To allow the County to continue to implement the Pilot Program supported by the additional grant funding, the County and City agree to amend the Contract, as follows:

1. The Contract Service Plan is hereby amended by attaching the “Service Plan Addendum”, attached hereto and incorporated herein by reference. All work by the County under this Contract that commences after June 30, 2025, shall be performed in accordance with the Service Plan Addendum. All work by the County through June 30, 2025 shall be in accordance with the original Service Plan.

2. The Contract Service Plan is further amended by adding Exhibit C, attached hereto and incorporated herein by reference. Exhibit C is referenced by the Service Plan Addendum. All work by the County under this Contract that commences after June 30, 2025, shall be in accordance with Exhibit C. All work by the County through June 30, 2025, shall be in accordance with Exhibit A.

3. Exhibit B is hereby replaced in its entirety by attaching a “Revised Exhibit B”.

Except as otherwise expressly modified by this Contract Amendment/Extension Agreement the terms and conditions of the original Agreement, shall remain in full force and eƯect.

Service Plan Addendum

SERVICE PLAN ADDENDUM
I. Overview
The City of Pinole (“City”) allocated Two-Hundred Fifty Thousand ($250,000) for weatherization and energy efficiency improvements for residential buildings in Pinole from the City’s General Fund. The City entered into an agreement with the Contra Costa County Department of Conservation and Development (“County” or “Contractor”) to implement an Enhanced Energy Efficiency/Electrification Pilot Program (Pilot Program) that leveraged the existing energy efficiency rebates offered through the County’s existing partnership with the Bay Area Regional Energy Network (BayREN) and free energy efficiency measures provided by the County Weatherization Program. The original agreement was for the period of December 12, 2023 to June 30, 2025, for an amount not to exceed Two Hundred and Fifty-Thousand Dollars ($250,000).

The City received One Hundred and Fifty-Thousand Dollars ($150,000) in additional funding for the Pilot Program through the California Energy Commission’s (CEC) Local Government Building Decarbonization Challenge grant program. The CEC’s Local Government Building Decarbonization Challenge grant program is funded through a Federal grant from the Energy Efficiency and Conservation Block Grant Program. The County and City now wish to amend the contract by amending the original Service Plan with this “Service Plan Addendum,” increasing the payment limit by $150,000 from $250,000 to a new total payment limit of $400,000, extending the term of the Interagency Agreement to April 30, 2027, and adding Exhibit C to reflect a change in active programs and incentives that would be eligible to be layered with the Pilot Program. All work by the County under this Contract that commences after June 30, 2025, shall be performed in accordance with this Service Plan Addendum and Exhibit C. All work by the County through June 30, 2025 shall be in accordance with the original Service Plan and Exhibit A.

II. Contractor Obligations
The Contractor (“County”) shall perform the following tasks under direction of the City’s Community Development Director, or designee (“City staff”):

A. Task 1: County Staff Administration of Enhanced Programs

1. Project Management. County will be responsible for coordinating with BayREN Program leads to obtain the necessary data required to pay for the additional rebates specified in Exhibit C, attached hereto. County shall complete the following subtasks required to support the execution of the program:
a. Project data. Obtain all necessary project data from BayREN Program leads and Pilot Program applications to verify completion of work, including but not limited to the following:
i. number of projects completed,
ii. project status for each project,
iii. project rebates issued by other programs, such as the Inflation Reduction Act (IRA), Self-Generation Incentive Program (SGIP), Technology and Equipment for Clean Heating (TECH Clean

Service Plan Addendum

California), or other similar incentive programs that may be instituted by the State, Pacific Gas and Electric (PG&E), or MCE. b. Verify project eligibility. County will verify that the project is located within the incorporated City of Pinole. County will verify that the project complies with BayREN Program participation requirements if applicable.

Requirements include, but are not limited to:
i. Participation in BayREN Bay Area Multifamily Building Enhancements Program or MCE Multifamily Energy Savings
Program for multifamily residential projects.
c. Document completion of projects. County shall maintain a record of projects completed through Pilot Program. County shall include, at a minimum, the following data for all projects:
i. household data including project location and income (if applicable),
ii. project status,
iii. all rebates issued or in process by BayREN,
iv. other program rebates issued or in process from State programs, v. rebate amount issued by County, as specified in Exhibit C, attached hereto,
vi. total cost of project before and after all rebates were issued, and vii. energy savings and greenhouse gas emissions reductions data for each project.
d. Maximum incentives paid. Ensure no more than 100% of project cost is paid for by incentives. County will track other federal, state, or local incentives applied to individual projects participating in Pilot Program including, but not limited to, IRA, SGIP, and/or TECH Clean California incentives.

2. Rebate Payment Administration. County will be responsible for processing rebates costs. County will issue up to Three Hundred and Five Thousand Dollars ($305,000) for payment of rebates based on the incentive structure specified in Exhibit C, attached hereto.
a. Where applicable, County will issue payment to property owner or other entity for verified services completed for qualified projects, as specified in Exhibit C, attached hereto.
b. On the date the County determines a project in the City of Pinole qualifies for a rebate, County will issue check in a timely manner to property owner or other entity, as specified in Exhibit C, attached hereto.

3. Reporting. County shall provide project activity summary reports in a format acceptable to City staff on a quarterly basis beginning January 1, 2024 and a final report no later than 60 days after all incentive funding has been expended. Each report shall include the following information:
a. number of individual single-family residences and multifamily units participating in Pilot Program,

Service Plan Addendum

b. location of each project,
c. income bracket of each household participating in Pilot Program, d. number of projects in progress,
e. number of projects completed,
f. scope of work completed in each home, including project cost, g. if requested by City staff, documentation of completed Scope of Work for each home,
h. amount of rebate dollars administered to each project, and i. actual or projected amount of total incentive dollars across federal, state, and local programs issued for each project.

B. Task 2: Marketing and Outreach

1. The County shall develop and deploy one or more creative marketing and outreach activities throughout the incorporated City that effectively increases awareness of the Pilot Program. Prior to deploying any marketing and outreach activity, the County shall coordinate with City to submit, for their review and approval, a written plan that describes the County’s proposed marketing and outreach activities. Marketing and outreach activities may include, but are not limited to:
a. Sending one co-branded mailer or postcard notifying residents about the launch of the Pilot Program,
b. Providing additional targeted marketing and outreach to identified disadvantaged areas of City,
c. Providing City webpage content with information on how to participate in Pilot Program,
d. Promoting Pilot Program through targeted digital marketing, or e. Providing marketing and outreach materials in different languages (Spanish, Cantonese, or Tagalog).

C. Changes to Program Incentive Structure
At any point during the agreement period, the City and County may work together to develop a new or modified incentive program. Both City staff and County must agree in writing to any proposed new or modified incentive program. If agreed upon in writing by both the City and County, the County may develop and deploy a new or modified incentive program. Prior to deploying any new or modified incentive program, the County shall submit to City staff for their review and approval a written plan with the revised incentive structure that describes the proposed incentive structure and process for implementing the new or modified incentive program. Any new proposed incentive program shall include a budget, schedule, and deliverables.

Service Plan Addendum

City staff and County may also agree to make changes to the incentive amounts listed for activities provided in Exhibit C where BayREN does not offer an incentive, such as roof repairs.

III. City Obligations
A. The City’s total payments to the County for all services performed under this Contract shall not exceed Four Hundred Thousand Dollars ($400,000) as set forth in Section IV of this Contract, Payment Provisions. The Payment Provisions include the following payments for Tasks 1 and 2 described in this Section:

1. Task 1: The City will pay the County Sixty-Five Thousand Dollars ($65,000), as described in Section IV.B.1.a., below. The City will pay the County Three Hundred and Five Thousand Dollars ($305,000) for the sole purpose of rebate payments as described in Section IV.B.1.b.

2. Task 2: The City will pay the County Thirty Thousand Dollars ($30,000) for marketing and outreach, as further described in Section IV.B.2., below.

B. Dollar amounts allocated for each Task as described in Section III.A., above may be moved between Tasks if requested in writing by County and approved in writing by City staff.

IV. Payment Provisions
A. Within 30 days of the effective date of this Contract amendment, the City will pay an additional One Hundred and Fifty-Thousand Dollars ($150,000) to County to continue to operate and administer the Pilot Program. In the event the County does not utilize the entire Four Hundred Thousand Dollars ($400,000) funding amount, or upon written request of the City to end the Pilot Program, the County will return any remaining funds to the City within 30 days of the date the written request was made by the City. The additional $150,000 shall be allocated as described:

1. $30,000 of the $150,000 will be paid by the City to the County for program administration.

2. $5,000 of the $150,000 will be paid by the City to the County for marketing and outreach.

3. $115,000 of the $150,000 will be paid by the City to the County for rebate payments.

B. Documentation of County Expenses and Rebate Payments. County shall provide City staff with adequate documentation for all expenses incurred under this Contract. All documentation shall provide sufficient detail to ensure activities and costs are clearly identified by task.

1. Task 1: County Staff Administration of Enhanced Programs: Task 1 expenses include staff time costs and payment of rebates to eligible property owners or third party.

Service Plan Addendum

a. Project Management. County will be paid at an hourly rate for staff work completed under Task 1. Documentation of County expenses for Task 1 activities will include the job title and hourly rate of the individual performing program administration tasks according to the Rate Schedule, attached hereto as Exhibit B.
b. Rebate Costs. County will issue rebate checks to each eligible property owner or third party that participates in the Pilot Program, as specified in Exhibit C, attached hereto. The County may also choose to issue rebate payment to a third party. Documentation of County expenses and payments for Task 1 will include copies of rebate checks issued.

2. Task 2: Marketing and Outreach: County will be paid an hourly rate for staff work completed under Task 2. Documentation of County expenses for staff time work for Task 2 activities will include the job title and hourly rate of the individual performing program administration tasks according to the Rate Schedule, attached hereto as Exhibit B. Documentation of County expenses for any vendor or print and mail costs will also be included.

C. Compliance with Federal Terms and Conditions. County shall comply with any and all applicable Federal Provisions as follows for the CEC grant funding ($150,000) paid by the City to the County for the implementation of the Pilot Program:

1. All federal award terms and conditions in 2 CFR part 200 as amended by 2 CFR part 910 as set forth in 2 CFR 200.101.

2. All applicable Intellectual Property provisions and National Policy Assurances.

3. Except as otherwise provided under 41 CFR Part 60, all contracts that meet the definition of “federally assisted construction contract” in 41 CFR Part 60-1.3, shall require that Consultant comply with the Federal equal opportunity clause as provided under 41 CFR 60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 CFR Part, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 CFR part 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.”

4. All prime construction contracts in excess of $2,000 must comply with the DavisBacon Act (40 U.S.C. 3141-3144, and 3146-3148) as supplemented by Department of Labor regulations (29 CFR Part 5, “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”). In accordance with the statute, contractors must pay wages to laborers and mechanics at a rate not less than the prevailing wages specified in a wage determination made by the Secretary of Labor. In addition, contractors must pay wages not less than once a week. Additionally, Consultant shall comply with the Copeland “Anti-Kickback” Act (40 U.S.C. 3145), as supplemented by Department of Labor regulations (29 CFR Part 3, “Contractors and Subcontractors on Public Building or Public Work Financed in Whole or in Part

Service Plan Addendum

by Loans or Grants from the United States”). The Act provides that each contractor or subrecipient must be prohibited from inducing, by any means, any person employed in the construction, completion, or repair of public work, to give up any part of the compensation to which he or she is otherwise entitled.

5. All contracts in excess of $100,000 that involve the employment of mechanics or laborers must comply with 40 U.S.C. 3702 and 3704, as supplemented by Department of Labor regulations (29 CFR Part 5). Under 40 U.S.C. 3702 of the Act, each contractor must be required to compute the wages of every mechanic and laborer on the basis of a standard work week of 40 hours. Work in excess of the standard work week is permissible provided that the worker is compensated at a rate of not less than one and a half times the basic rate of pay for all hours worked in excess of 40 hours in the work week. The requirements of 40 U.S.C. 3704 are applicable to construction work and provide that no laborer or mechanic must be required to work in surroundings or under working conditions which are unsanitary, hazardous or dangerous. These requirements do not apply to the purchases of supplies or materials or articles ordinarily available on the open market, or contracts for transportation or transmission of intelligence.

6. All contracts and subgrants of amounts in excess of $150,000 shall require that Consultant comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251-1387). Violations must be reported to the Federal awarding agency and the Regional Office of the Environmental Protection Agency (EPA).

Rate Schedule Exhibit B
Description Job
Class
Final
Step
CY 2022
Rate Based on
HR2, with 5%
COLA
CY 2023
with 5%
COLA
CY 2024
with 5%
COLA
CY 2025
WITH 8%
(COLA AND
STEP

INCREASE)
CY 2026
WITH 8%
(COLA AND
STEP

INCREASE)
CY 2027
WITH 8%
(COLA AND
STEP

INCREASE)
Deputy Director - BI 4AD1 5 $ 346.78 $ 364.12 $ 382.32 $ 412.91 $ 445.94 $ 481.61 Fiscal Officer APSA 11 $ 224.13 $ 235.34 $ 247.10 $ 283.55 $ 306.24 $ 330.74 Supervising Accountant SAHJ 5 $ 223.20 $ 234.36 $ 246.08 $ 265.77 $ 287.03 $ 309.99 Accountant III SATA 5 $ 199.03 $ 208.98 $ 219.43 $ 234.87 $ 253.66 $ 273.95 Acctng Tech JD7A 7 $ 147.69 $ 155.07 $ 162.83 $ 173.93 $ 187.85 $ 202.87 Info Sys Programr LPNB 5 $ 263.37 $ 276.54 $ 290.37 $ 311.85 $ 336.80 $ 363.74 Info Sys Mgr 1 LTNA 7 $ 289.00 $ 303.45 $ 318.62 $ 344.11 $ 371.64 $ 401.37 Info Sys Tech II LTVB 5 $ 176.14 $ 184.95 $ 194.19 $ 207.62 $ 224.23 $ 242.17 Network Admin 1 LNSA 5 $ 209.97 $ 220.47 $ 231.49 $ 248.07 $ 267.91 $ 289.34 Admin Svcs Assist III APTA 5 $ 105.09 $ 110.34 $ 115.86 $ 130.63 $ 141.08 $ 152.36 Secretary Advanced Level J3TG 11 $ 152.22 $ 159.83 $ 167.82 $ 179.00 $ 193.32 $ 208.78 Secretary Journey Level J3TF 14 $ 111.83 $ 117.42 $ 123.29 $ 133.15 $ 143.81 $ 155.31 Clerk Specialist JWXD 7 $ 121.28 $ 127.34 $ 133.71 $ 168.38 $ 181.85 $ 196.40 Clerk Senior JWXC 7 $ 127.37 $ 133.74 $ 140.43 $ 151.18 $ 163.27 $ 176.33 Clerk Experienced JWXB 5 $ 113.63 $ 119.31 $ 125.28 $ 135.30 $ 146.13 $ 157.82 Redev/Housing Specialist 51SE 5 $ 128.86 $ 135.30 $ 142.07 $ 153.44 $ 165.71 $ 178.97 Lead Weatherization
Specialist
9KT4 5 $ 73.22 $ 76.88 $ 80.73 $ 84.35 $ 91.10 $ 98.38
Weatherization Specialist 9KW7 3 $ 63.18 $ 66.34 $ 69.66 $ 74.26 $ 80.20 $ 86.62 Principal Structural Engineer NCHA 5 $ 276.14 $ 289.95 $ 304.44 $ 344.12 $ 371.65 $ 401.38 Senior Structural Engineer NCNA 3 $ 264.28 $ 277.49 $ 291.37 $ 330.49 $ 356.93 $ 385.48 Structural Engineer NCSA 5 $ 209.61 $ 220.09 $ 231.10 $ 286.08 $ 308.97 $ 333.69 Senior Grading Inspector NXTA 5 $ 210.50 $ 221.03 $ 232.08 $ 248.78 $ 268.68 $ 290.17 Grading Inspector I NXWB 3 $ 162.76 $ 170.90 $ 179.44 $ 193.80 $ 209.30 $ 226.04 Supervisor Inspection
Services
FADF 5 $ 250.20 $ 262.71 $ 275.85 $ 296.02 $ 319.70 $ 345.27 Principal Bldg Inspector FAHE 5 $ 228.46 $ 239.88 $ 251.88 $ 269.95 $ 291.54 $ 314.87 Sr Bldg Inspector FATE 3 $ 210.40 $ 220.92 $ 231.97 $ 248.64 $ 268.53 $ 290.01 Building Inspector II FAVD 3 $ 183.12 $ 192.28 $ 201.89 $ 226.09 $ 244.17 $ 263.71 Principal Bldg Plan Checker FRHA 7 $ 215.81 $ 226.60 $ 237.93 $ 256.96 $ 277.52 $ 299.72 Senior Bldg Plan Checker FRTA 5 $ 171.56 $ 180.14 $ 189.14 $ 204.27 $ 220.61 $ 238.26 Bldg Plan Checker II FRVA 5 $ 158.78 $ 166.72 $ 175.05 $ 184.77 $ 199.55 $ 215.51 Bldg Plan Checker I FRWA 5 $ 135.51 $ 142.29 $ 149.40 $ 156.03 $ 168.51 $ 181.99 Principal Planner - B 5AHE 5 $ 293.55 $ 308.23 $ 323.64 $ 364.19 $ 393.32 $ 424.79 Principal Planner - A 5AHD 9 $ 280.30 $ 294.32 $ 309.03 $ 347.86 $ 375.69 $ 405.74 Planner III 5ATA 5 $ 252.78 $ 265.42 $ 278.69 $ 284.44 $ 307.19 $ 331.77 Planner II 5AVA 5 $ 193.05 $ 202.70 $ 212.84 $ 227.85 $ 246.08 $ 265.76 Planner I 5AWA 3 $ 161.12 $ 169.18 $ 177.63 $ 197.97 $ 213.81 $ 230.92 Manager Application &
Permit Ctr
5PDB 5 $ 229.15 $ 240.61 $ 252.64 $ 272.85 $ 294.68 $ 318.25 Planning Tech III 51TB 5 $ 145.01 $ 152.26 $ 159.87 $ 188.09 $ 203.14 $ 219.39 Planning Tech II 51VB 5 $ 133.86 $ 140.55 $ 147.58 $ 159.39 $ 172.14 $ 185.91 Planning Tech I 51WB 5 $ 110.91 $ 116.46 $ 122.28 $ 134.57 $ 145.33 $ 156.96 Admin Aide - Deep Class AP7A 10 $ 154.94 $ 162.69 $ 170.82 $ 184.49 $ 199.24 $ 215.18 Admin Intern AP9A 27 $ 81.80 $ 85.89 $ 90.18 $ 97.39 $ 105.19 $ 113.60 Revised

Exhibit C: PEER Program Action Plan
Pinole Energy Enhancement Rebate Program
The City of Pinole (“City”) collaborated with the Contra Costa County Department of Conservation and Development (“County”) to redesign the Enhanced Energy EƯiciency/Electrification Pilot Program, also known as the Pinole Energy Enhancement Rebate (PEER) Program, using funding allocated by the City for weatherization and energy eƯiciency improvements for single-family and multifamily residential buildings in the City of Pinole through the City’s General Fund and California Energy Commission (CEC) grant award funding. The document details how the PEER Program will be implemented based on the property type.

Single-Family Residential Properties
Process
Single-family property owners who wish to participate in the Pinole Energy Enhancement Rebate (PEER) Program will be required to hire a California licensed contractor who will install the scope of measures requested by the property owner. For the installation of a heat pump heating, ventilation, and air conditioning (HVAC) system or heat pump water heater, the property owner will be required to hire a Technology and Equipment for Clean Heating (TECH) Clean California certified contractor. Once the project is complete, the contractor or property owner will fill out the PEER Program Application.

The County will use the project address provided by the rebate applicant to determine whether the project is in the incorporated City of Pinole. For a project to be eligible to receive rebates through the PEER Program, the project must take place in the incorporated City of Pinole. The County will verify the anticipated or actual incentive amounts received through the TECH Program, Self-Generation Incentive Program, Golden State Rebate program, Inflation Reduction Act, or other relevant programs relevant to the measures installed for each project. The County will use the total cost of each of the project measures subtracted by the total amount of all other incentives received or anticipated to be received to determine the PEER Program incentive amount for the project. The maximum incentive level for each measure is listed in Column 2 of Table 1, below. This will ensure the incentive amount will not cover more than 100% of the project cost. The total maximum incentive amount to be paid out in the form of rebates through the PEER Program to any one household shall not exceed $11,800. The County will then issue the PEER Program rebate amount in the form of a physical check mailed to the property owner. If approved in writing by City staƯ and agreed upon by both City and County, the County may issue the rebate payment to a third party, such as an implementor that administers a

Exhibit C: PEER Program Action Plan
Federal, State or local energy eƯiciency home upgrade that agrees to incorporate PEER Program incentives with the County to oƯ-set the cost of providing additional energy eƯiciency measures provided by the PEER Program.

In order to be eligible, the measures must meet specific eƯiciency and equipment performance requirements. If the measures do not meet specific eƯiciency and equipment performance requirements, the property owner or contractor may submit justification for the eƯiciency of the equipment installed. StaƯ reserve the right to accept or refuse the project application on the basis of equipment performance, as reported by the AirConditioning, Heating, and Refrigeration Institute Directory or similar, on a case-by-case basis. The County will consult with City staƯ on a case-by-case basis to determine whether projects that do not meet the PEER Program’s eƯiciency and equipment performance requirements are eligible to receive rebates based on special circumstances or unforeseen limitations. Approval may be contingent upon compliance with a similar program’s eƯiciency and equipment performance requirements such as TECH Clean California.

Incentives
The incentives oƯered through the PEER Program for single-family residential properties are as follows:

Table 1 Single-Family Residence PEER Program Rebate Structure Measure EƯiciency and Equipment
Performance
Requirements
PEER Program Incentive
Amount
Duct sealing or
replacement
≤ 5% total leakage Up to $2,000
Attic insulation ≥ R-44 Up to $1,000
Wall insulation ≥ R-13 (2x4 framing) or ≥ R19 (2x6 framing) Up to $900 High eƯiciency heat pump
(HVAC)
≥ 17 SEER and ≥ 9.4 HSPF
or 16 SEER2 and 9.0 HSPF2
Up to $3,000
Heat pump water heater Unified energy factor (UEF)
≥ 3.30 (All tank sizes)
Up to $3,000
Induction electric range or
cooktop
Must replace existing
natural gas range or
cooktop.

Up to $500
Heat pump clothes dryer ≥ 4.50 Combined Energy
Factor (CEF). Must replace
existing natural gas clothes
dryer. Heat pump clothes
Up to $400

Exhibit C: PEER Program Action Plan
dryer must be listed as
ENERGY STAR eƯicient.

Electrical panel upgrade Up to $1,000
Total Maximum Incentive
Amount to be Paid Out per
Property
Up to $11,800
Multifamily Residential Properties
Process
Multifamily property owners who wish to participate in the PEER Program will go through the standard Bay Area Multifamily Building Enhancement (BAMBE) or MCE Multifamily Energy Savings (MFES) Program. BayREN or MCE staƯ will flag that the project is in the City of Pinole and provide the County with the project address. The County will use the project address to verify whether the project is in the incorporated City of Pinole and therefore eligible to participate in the PEER Program. Multifamily buildings participating in the BayREN BAMBE Program and PEER Program must sign an additional Statement of Release of Information, attached hereto as Attachment 1 for the County to be able to access project-specific information. During the standard BAMBE or MFES Program site visit and assessment, in addition to the existing measures assessed by BAMBE and MFES implementors, roof repairs and electrical panel upgrades intended to facilitate future electric vehicle (EV) charging infrastructure will also be considered as measures to include in BAMBE and MFES projects in the incorporated City of Pinole. For property owners who decide to pursue either a roof repair/replacement or electrical panel upgrades, the PEER Program has allocated additional funding listed in Table 2 to reduce the implementation cost to the property owner.

Once BayREN or MFES staƯ issues a check to the property owner, they will send the County a copy of the quality assurance documentation, scope of measures completed, and proof of rebates paid. The County will then issue an additional rebate amount for the applicable incentive amounts specified in Table 2, below.

Incentive
Under the PEER Program, an additional $250 rebate per unit is available for each BayREN or MCE multifamily project completed in the incorporated City of Pinole. In addition to the additional $250 rebate oƯered by the City, a roof repair and electrical panel upgrade rebate for either electric vehicle (EV) infrastructure and/or for fuel switching to an all-electric building or for other energy eƯiciency improvements made to the building would be oƯered. Unless otherwise specified herein, if any applicable incentives for activities

Exhibit C: PEER Program Action Plan
provided in Table 2 below are eliminated by BayREN, the additional incentive amounts for the same activity provided by the City of Pinole shall also be eliminated. If any incentives for activities provided in Table 2 are increased or decreased by BayREN, the City may request in writing to County to modify the incentive amount. Both the City and County shall agree in writing on the eƯective date of any change to a rebate incentive amount.

Table 2 Multifamily Residence PEER Program Rebate Structure Activity BayREN BAMBE
IncenƟve Amount
PEER Program
IncenƟve Amount
Maximum Amount
Paid Out by AcƟvity
ParƟcipaƟon in Standard
BAMBE Program
$500 per unit
(BAMBE Base
Rebate for
installing 2+ energy
efficiency upgrades
that save 10% or
more of the
building’s energy).

Specific
properties may
qualify for
rebates of
$5,000+ per unit
with
Electrification
and Geographic
Adders.
$250 per unit $750 per unit +
ElectrificaƟon and
Geographical Adders
based on eligibility
Roof Repair/Replacement
per Project
N/A Up to $5,000 per
property
Up to $5,000 per
property
Electrical panel upgrade
for energy efficiency
upgrades, EV
infrastructure, or fuel
switching to all-electric
Subpanel Upgrade:
$1,000 per unit
served
Central/Common
Area Panel Upgrade:
$5,000 per property
Up to $3,000 per
property
Up to $1,000 per
unit served + up to
$8,000 per
property
Total Maximum Incentive
Amount Possible to be
Paid Out
$1,500+ per unit +
5,000 per property
Up to $250 per unit +
up to $8,000 per
property
Up to $1,750 per
unit + up to
$13,000 per
property

Exhibit C: PEER Program Action Plan
Roof Repair and Electrical Panel Upgrade Rebate
Process
Requests for rebates for roof replacements or roof repairs (specified in Table 2), and requests for rebates for panel upgrades (specified in Table 1 and 2) will be verified directly by County staƯ. For these rebates, the property owner will be required to submit proof to the County, such as issuance of building permit, or other similar documentation deemed necessary, to substantiate that the roof repair/replacement or electrical panel upgrade was installed. The owner must also provide documentation that demonstrates that proof of payment was issued to the contractor for the cost associated with the installation.

Due to the long lead time sometimes needed for installation of EV charging infrastructure, if the project includes EV charging infrastructure, the project will be flagged by BayREN or MCE staƯ and be shared with the County. The rebate amount associated with the electrical panel upgrade will not be released by the County until proof of EV charging infrastructure is submitted to the County.

Budget
Table 3 below details the budget breakdown between each funding source: the Pinole General Fund allocation covered by the original contract and the CEC Grant Fund allocation added through the contract amendment.

The funds remaining through the original contract from the City’s General Fund will continue to be spent through the term of the contract. The funding from the CEC Grant Fund Amount will be spent starting on June 30, 2025 through the end date of the contract.

Table 3 PEER Program Budget Allocations
Item Description Pinole General
Fund Amount
CEC Grant Fund
Amount
Total Amount
County StaƯ
Administration of PEER
Program
$35,000 $30,000 $65,000
Marketing and
Outreach Budget
$25,000 $5,000 $30,000
Rebate Budget $190,000 $115,000 $305,000
Total Budget $250,000 $150,000 $400,000

BAMBE Terms & Conditions | May 25, 2023 1 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS Bay Area Multifamily Building Enhancements Terms & Conditions | Version January 12, 2023 I. ELIGIBILITY
The project identified in the Application must be a multifamily, residential building(s) with five (5) or more residential units. The project must be located within the Program region (Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma Counties). The property must receive PG&E natural gas and/or electric service and the property's utility accounts must pay into the Public Benefits Charge upon receipt of an electric or gas energy bill.

The project must receive approval for the scope of work (an Approved Scope) from the Program Administrator to reserve a rebate. Submission of a Rebate Reservation Form certifies that the Participant agrees to install the measures listed in the Approved Scope.

II. REBATE AMOUNTS
The rebate amount is calculated by dwelling unit at a rate of $500 per unit. A dwelling unit is defined as a single unit consisting of one or more habitable rooms, occupied or arranged to be occupied as a unit separate from all other units within a building, and used primarily for residential purposes and not primarily for professional or commercial purposes. Each dwelling unit in a building may be counted toward the total rebate calculation regardless of whether an energy efficiency improvement is installed within the dwelling unit, as long as the Approved Scope complies with the requirements in the Policies and Procedures Manual.

In addition to the $500 per unit base rebate, the following bonus adders are available for qualified projects:

ELECTRIFICATION UPGRADES
In-unit Upgrades
In-unit Heat Pump Water Heater $1,500/apt
In-unit Heat Pump HVAC $1,500/apt
In-unit Electric Laundry Dryer $250/apt
In-unit Electric Cooking $750/apt
Central System Upgrades
Central Heat Pump Water Heater $1,000/apt served*
Central Heat Pump HVAC $1,000/apt served
* Property cap of $100,000. Program cap of $500,000
Common Area Upgrades

BAMBE Terms & Conditions | May 25, 2023 2 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS Common Area Heat Pump HVAC $1,000/equip.

Laundry/ Common Area HP Water Heater $1,000/equip.

Heat Pump Pool Heater $1,500/pool
Electrical Panel Upgrades
Subpanel Upgrade $1,000/apt served
Central/ common area panel upgrades $5,000/ property

GEOGRAPHIC UPGRADES
Properties located in high-priority zones that are most impacted by air pollution, extreme heat, and high housing costs qualify for bonus rebates. Your energy advisor will help you determine if your property qualifies.

Health Upgrades
Select upgrades that improve indoor quality $500/apt served

Resilence to Extreme Heat Upgrades
Select upgrades that improve the property’s
resilience to extreme heat
$500/apt served

Housing Unit Upgrades*
*Only available to properties built before 2010 with less than 50 units OR deedrestricted affordable properties Automatic rebate multiplier increase up to 2X
AND
Up to $500/apt for select in-unit upgrades

BAMBE Terms & Conditions | May 25, 2023 3 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS In no instance shall the rebate amount exceed the cost of product purchase and installation.

III. REBATE AVAILABILITY
Rebate reservations are available on a first-come, first served basis until available funds are depleted. A rebate should not be considered reserved until the Program's “Rebate Reservation Confirmation” is received. The Rebate Reservation Confirmation will include a Rebate Reservation Period of 6 months (the time period during which the rebate is reserved and the upgrade project should be completed) and a rebate expiration date, after which the rebate will no longer be reserved for the Project unless funds continue to be available and an extension of reservation is requested and approved. The Program may grant up to two extensions to the rebate reservation period. Each extension can be up to three months.

Each extension will require a completed Reservation Extension Request Form and the second extension will also require documentation supporting the reason for the request. If the project is not completed by the end of the second extension, or 12 or 15 months after initial project reservation as applicable, the project will lose its Rebate Reservation, and the Participant must request a new Rebate Reservation Confirmation to receive a rebate. Exceptions can be made if the Participant can furnish a construction schedule that shows a timeline that extends beyond 12 months due to property size or project scope.

The Rebate Reservation confirmation message will include a date halfway through the Rebate Reservation Period by when progress on the project must be demonstrated. Should the Project not meet the expected level of progress at that time, the Rebate Reservation may be cancelled by the Program.

Projects that engage with the Program at, and beyond, the point in time when rebate reservations have surpassed the Program’s total rebate budget will be informed that they may submit a contingent Rebate Reservation Form, but will be placed on a waitlist and may not receive a rebate. Projects submitting rebate reservations after this time will be placed on the waitlist in the order in which the reservations are approved without guarantee that projects on the waitlist will receive the rebate requested.

IV. PROGRAM TERM & LIMITATIONS
The rebate eligibility term is the Rebate Reservation Period. Only energy efficiency and electrification improvements purchased and installed within the Rebate Reservation Period are eligible for a rebate.

Participant understands and accepts the policies and procedures set forth in the Policies and Procedures Manual together with any addenda thereto in effect at the time the Rebate Application is submitted.

Application Does Not Entitle Participant to Participate: Submission of a completed Rebate Reservation or Rebate Claim form does not entitle the Participant to a rebate. A rebate is allowed only upon availability of a Rebate Reservation Confirmation notice and Participant’s compliance with all Terms and Conditions.

Limit of Incentive Payments: The Program reserves the right, for any reason, to stop approving Rebate Reservation applications and extensions at any time without notice.

The Program may be modified or terminated without notice. Rebate amounts are subject to change without notice.

BAMBE Terms & Conditions | May 25, 2023 4 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS V. SITE ACCESS
The Participant (and Participant’s contractors) must allow Program representatives and hired Participating Raters access to the site where the energy efficiency and/or electrification improvements are being installed: (1) at project inception; and (2) following installation to confirm that installation is complete and that installed equipment meets required specifications. Participant will provide access to a sampling of dwelling units, common areas, and mechanical rooms, as requested by Program representative and agrees to facilitate the testing of any combustion appliances as requested by Program representative per section VI below. Depending on the Approved Scope, Combustion Safety Testing may be required for 100% of the units during final project verification visit.

In addition, the Participant will allow, if requested, a representative from PG&E, the CPUC , or any authorized subcontractor of PG&E or the CPUC reasonable access to the site where the energy efficiency and/or electrification improvement(s) have been installed to verify the quality of the improvements.

VI. HEALTH & SAFETY REQUIREMENTS
The Participant represents and warrants that the Building is and will remain compliant with all health and safety standards (including laws requiring installation of CO alarms). If, during the course of the site visits, Program representatives, Participating Raters, or Contractors encounter or detect the presence of natural gas or other hazardous materials at, in and/or near a Combustion Appliance, the local gas utility may shut off gas service in tenant units or common areas until the condition is remediated by Participant at Participant’s sole cost and expense.

The Participant must acknowledge that they have received combustion appliance safety testing and recommendations or signed an affidavit from the program implementers prior to submitting a Rebate Reservation Form as defined in the Policies and Procedures Manual. The Participant must certify that all combustion safety retrofit actions identified during the post-installation site visit have been addressed in accordance with the Program’s Combustion Safety Protocols in the Policies and Procedures Manual, and take responsibility and future liability for all hazards identified during the post-installation site visit, prior to a Rebate Claim Form being approved. The Program will not be liable for damage to occupants or other parties as a result of products or equipment installed by the Participant's contractors as part of participating in the Program.

VII. INSTALLATION REQUIREMENTS
Eligible energy efficiency and electrification improvements must be: (1) new equipment (not used or rebuilt); (2) purchased by the customer (not leased); (3) compliant with the equipment specifications in the Approved Scope; and (4) installed in a multifamily housing facility receiving electric and/or natural gas service from PG&E, located within the Bay Area Regional Energy Network (BayREN) region. Installation of energy efficiency and electrification improvements must follow the Health and Safety standards defined in the Program’s Policies and Procedures Manual.

BAMBE Terms & Conditions | May 25, 2023 5 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS VIII. CONTRACTOR AND PROJECT PERMIT REQUIREMENTS
Participant is responsible for obtaining, or causing Contractor(s) to obtain, all other required permits and ensuring that Contractor(s) comply with all applicable laws. This includes, but is not limited to, ensuring that their installation contractors meet the following requirements: Contractors installing the work in the Approved Scope must hold and maintain 1) Appropriate contractors’ licenses required by the State of California Contractor’s License Board to perform the class and type of work required, 2) General Liability and Worker’s Compensation Insurance, and 3) a Business License if required in the jurisdiction where work is to be performed. The Participant must also ensure that its contractor requires any and all subcontractors meet the same requirements. The Participant must certify the improvement and installation has complied with all applicable permitting requirements, including any applicable specifications or requirements set forth in the California Building Standards Code (Title 24 of the California Code of Regulations), and that Participant’s contractor(s) satisfied all the requirements above.

In addition, if Heating Ventilation and Air Conditioning (HVAC) units or their associated fans are installed or replaced the participant shall provide proof of permit closure before the rebate is issued.

IX. REBATE PAYMENT AND CONDITIONS
Only complete Rebate Reservation and Rebate Claim forms will be processed for rebates. Rebate Claim forms must be accompanied by receipts for the cost of product purchase and installation and one month’s complete PG&E bill. Failure to submit complete forms may result in delay or denial of a rebate notwithstanding issuance of a Rebate Reservation. Information submitted through the forms will become the property of the Program. The Program will process only forms and related information that it receives and is not responsible for items lost or destroyed in transit through the mail or electronic medium. The Program is not bound to pay any incentive unless the Program approves the documentation required to be submitted as a condition of each Participation phase. The Program reserves complete discretion to approve or disapprove any documentation. Projects that proceed with the installation of the Approved Scope prior to receipt of a Rebate Reservation Confirmation do so at their own risk. Projects that fail to comply with these Terms and Conditions may forfeit any Program rebates and/or risk termination of an issued Rebate Reservation.

X. USE OF PROJECT INFORMATION & PROPRIETARY INFORMATION Participant authorizes the Program to retain a copy of all materials or reports completed as part of participation in the Program. Program is subject to the California Public Records Act. That law generally requires the disclosure of public agency records but provides limited exceptions to disclosure for records or portions thereof that are “trade secrets”. Information submitted to the Program that the Participant wishes to have treated as confidential trade secret information, should be identified and labeled "Confidential Trade Secret Information" on each page at the time of disclosure. This information should include a written request to exclude it from disclosure, including a written statement of the reasons why the information should be excluded. However, the Program cannot guarantee the confidentiality of any information submitted.

BAMBE Terms & Conditions | May 25, 2023 6 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS Unless identified as confidential or proprietary by the Participant, information contained in these materials or reports may be used for the purpose of promoting awareness and adoption of energy efficiency strategies, practices, and technologies. The Program may use customer specific information including names, addresses, installed measures, and savings projections for the following purposes: to fulfill reporting requirements to PG&E and/or the CPUC, for published reports and articles to promote the Program, and for conveying the status of program activity to the local government jurisdiction in which the project is located. Project information may be presented in aggregate level with other projects in the Program, as part of a list of projects, or with Participant’s consent in a project-specific case study. To the extent other approvals are required for release of this information the Program will obtain those approvals.

XI. LENDER REFERRAL SERVICE PARTICIPATION
The Lender Referral Service (LRS) supports Participants by facilitating financing quotes from multiple lenders. LRS is administered by Slipstream. This service is an optional add-on component of the Program, and Participants may wish to contact lenders directly or use other referral services.

If the Participant chooses to receive financing consultation through the Program, the information provided verbally or in writing to the Program and/or through LRS may be disclosed to third party lenders for the purpose of determining the Participant’s and project's eligibility for, and conditions of, financing.

Participant certifies that it has the authority to disclose said information and to bind the project to this authorization. Financing applications will be completed and submitted by the Participant.

XII. CALIFORNIA AB 802: BUILDING ENERGY USE BENCHMARKING AND PUBLIC DISCLOSURE Participant hereby authorizes the Association for Energy Affordability, Inc. (AEA) and San Francisco Department of the Environment (SFE) to act as authorized agents to access utility data from PG&E and/or other utility providers. Participant agrees to provide a copy of one utility bill for each common area account upon request to facilitate this process.

At AEA’s discretion or by Owner request, properties will be benchmarked using aggregated utility data, as made possible by CA AB 802 (2015): Building Energy Use Benchmarking and Public Disclosure Program.

Benchmarking assistance is available for projects after the rebate reservation is approved and work has begun. AEA will provide access to data for all benchmarked properties via ENERGY STAR Portfolio Manager.

Owners are responsible for disclosing data as required for compliance with the California Energy Commission’s California Building Energy Benchmarking Program or their local jurisdiction.

XIII. DOUBLE DIPPING
The Participant understands that the Participant cannot receive incentives for the same improvement, product, equipment or service from more than one California investor-owned utility or third party Energy Efficiency program offering incentives for the same improvement, product, equipment, or service funded with CPUC Public Purpose Program Charge funds. A list of potentially overlapping programs is available in the Program Policies and Procedures Manual.

BAMBE Terms & Conditions | May 25, 2023 7 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS The Participant certifies that it has not received CPUC Public Purpose Program Charge funded incentives from any other energy efficiency program for the installed equipment.

XIV. NO WARRANTY

THE PROGRAM MAKES NO REPRESENTATION OR WARRANTY, AND ASSUMES NO LIABILITY WITH RESPECT

TO QUALITY, SAFETY, PERFORMANCE, OR OTHER ASPECT OF ANY DESIGN, SYSTEM, PRODUCT OR

APPLIANCE INSTALLED PURSUANT TO THIS AGREEMENT, AND EXPRESSLY DISCLAIMS ANY SUCH REPRESENTATION, WARRANTY OR LIABILITY.

XV. TAX LIABILITY
Incentives may be taxable. Participant is responsible for payment of any applicable taxes and the Program is not responsible for any tax liability that may be imposed on the Participant as a result of the payment of rebates related to the Program or otherwise in connection with Participant’s participation in the Program.

XVI. PARTICIPANT’S INDEPENDENT JUDGMENT AND RESPONSIBILITY Participant is responsible for design and implementation of the Project. The Program's review of the design, construction, operation or maintenance of the Project, Energy Efficiency Measures, does not constitute a representation of any kind regarding the Project Measures, including their economic or technical feasibility, operational capability, or reliability. The Participant is solely responsible for the economic and technical feasibility, operational capability, and reliability of the Project and Measures.

The Program is not responsible for and shall not be liable for injury to or death of any person or damage to any property (including the Building) in connection with the Rebate and Program participation.

IN NO EVENT WILL THE PROGRAM BE LIABLE FOR ANY INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES.

XVII. INDEMNIFICATION
The Participant shall protect, indemnify, defend, and hold harmless the Program (including Association of Bay Area Governments, Bay Area Regional Energy Network, Pacific Gas and Electric, StopWaste and Energy council, Frontier Energy Inc., Association for Energy Affordability, and the nine County governments) from and against all liabilities, losses, claims, damages, judgments, penalties, causes of action, costs and expenses (including, without limitation, attorney’s fees and expenses) imposed upon or incurred by or asserted against the Parties resulting from, arising out of or relating to the performance of this Agreement.

The obligations of the Participant under this section shall survive any expiration or termination of this Agreement.

XVIII. SAVING ESTIMATES
The savings estimate provided through Technical Assistance are estimates based on minimal project information and are intended to provide enough information for the Participant to decide whether to pursue a deeper analysis of energy savings to inform their decision-making process. The savings projections

BAMBE Terms & Conditions | May 25, 2023 8 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS will be used solely to qualify the project for the Program rebate. The Program does not guarantee that the Participant will observe the exact savings projected.

Although the Program believes that the Participant's implementation of the results of the energy audit will permit the Participant's Building to become more energy efficient, the Participant understands that such results are not guaranteed. Any recommendations made by the Program, if implemented by the Participant, should not be construed as an assurance or warranty of energy consumption, energy use savings or reduced building operating costs or of the continuing safety, performance or cost-effectiveness of any equipment, product, system, facility, procedure, or policy discussed or recommended by the Program. The Participant acknowledges that any changes in energy efficiency that may be experienced by Participant will be affected by fuel prices, weather patterns, occupant behavior, maintenance activities and additional factors.

XIX. NO OBLIGATION
Participation in this program is voluntary and there is no obligation to purchase any specific product or service. Products must meet minimum performance standards to receive a rebate through the Program.

XX. ELECTRONIC SIGNATURES
In the event that Participant electronically signs any document related to the Program using a system approved by Program, Participant expressly agrees that it has been given the option to print out a paper copy of the document and sign it manually and mail it to Program, it has agreed to sign the document using an electronic signature system approved by Program, and for purposes of authentication, validity, enforceability, admissibility and otherwise, such signature shall have the same force and affect as a manual signature. Program approved electronic signature systems are manual signatures that are scanned and emailed for all documents other than Terms and Conditions Signature Page.

XXI. CLAUSE FOR PROJECTS IN THE CITY OF PINOLE
I am electing to participate in the supplementary incentive program being offered to BAMBE participants with projects located within the City of Pinole. For a limited time, the City of Pinole is leveraging the BAMBE program to offer additional for eligible BAMBE scopes of work as described in the City of Pinole Enhanced Energy Efficiency/Electrification Pilot Program. To facilitate rebate processing, I authorize BAMBE to share information related to the project with Contra Costa County – the Agency administering the City of Pinole-funded rebates.

BAMBE Terms & Conditions | May 25, 2023 9 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS

GLOSSARY OF DEFINITIONS
Additional terms are defined in the Policies and Procedures Manual, which can be requested by emailing [email protected] or calling 510-891-6558.

Application – Interest form submitted online or hard copy that initiates Program technical assistance.

Approved Scope – Package of energy efficiency and electrification improvements listed in the Rebate Reservation confirmation, including specifications applied to each improvement.

Bay Area Multifamily Building Enhancements – Program administered by the Bay Area Regional Energy Network and Program staff, providing rebates and free Technical Assistance to eligible Projects.

Combustion Appliance – A fixed appliance which is designed to burn solid fuel, gas or oil.

Combustion Safety Testing – Consists of visual inspections, gas leak detection, ambient CO measurement, flue CO measurement, and spillage test.

Participant – Property owner and any authorized third party (e.g. property manager) with decision making authority that has submitted a Rebate Reservation application.

Policies and Procedures Manual – Program document defining the participation procedures and policies governing the administration of the Program which may include addenda addressing special circumstances.

A copy of the Policies and Procedures Manual and any addenda may be requested by emailing [email protected] or calling 510-213-2838.

Program – Providing energy efficiency technical consulting and rebates to Participants together with by:

Association of Bay Area Governments (ABAG), Bay Area Regional Energy Network (BayREN), Pacific Gas and Electric (PG&E), StopWaste, Frontier Energy Inc., Association for Energy Affordability (AEA), and the nine Bay Area County governments.

Project – Building(s) for which technical assistance is received and/or on which rebated energy efficiency improvements are completed.

Participating Rater – Energy efficiency auditing firm or professional that has been qualified to participate in the Pacific Gas and Electric Multifamily Upgrade Program and hired by Participant to conduct a Project.

Rebate Reservation – Process through which a specific rebate amount is reserved for a specific Participant and Project for a specified amount of time.

Rebate Reservation Confirmation – Email or printed communication that specifies the Approved Scope, rebate amount, and reservation period for a reserved rebate.

Technical Assistance – Services provided by Program staff, including recommendation of energy saving opportunities, referral to other resources and incentives, and qualification of an Approved Scope for the Program rebate.

TERMS & CONDITIONS SIGNATURE PAGE FOR REBATE RESERVATION Bay Area Multifamily Building Enhancements
Instructions
Prior to the program performing a site visit, please complete and sign the form below confirming that you, as the authorized property representative, have read and agree to the Bay Area Multifamily Building Enhancements program’s Terms and Conditions. A site visit will only be conducted after this form is received. Various terms used in this document are defined in the Glossary at the end of the document and Policies and Procedures Manual. You can obtain the Terms and Conditions and Policies and Procedures Manual at bayareamultifamily.org/documents or by emailing [email protected]. The Program is funded by utility ratepayers under the auspices of the CPUC.

Submit a signed copy of this form by mail or a scanned copy by email:

ATTN: Ben Cooper, Program Manager
Bay Area Multifamily Building Enhancements
StopWaste Energy Council,
1537 Webster St. Oakland, CA 94612
Email a scanned copy of the signed form to your staff
contact at Association for Energy Affordability or
San Francisco Department of the Environment, or
email [email protected]
Certification
I certify that I am either the owner of the property listed below or am duly authorized to submit this form and make the agreements and certifications listed below and included in other documents to be filed with the Program on behalf of the building's legal owner and references to “me” and “I” include the owner. If I am a tenant or third-party property manager, I am responsible for obtaining the building owner's permission to install product(s) for which I am applying for a rebate. My submittal of this form indicates that I have obtained this permission on behalf of the owner.

Property Information
Property Name
(if applicable)
Property Address
Contact Information
Print Name Title
Mailing Address
Phone Email
Signature Date
Initial to specifically acknowledge the following sections: Initial I certify that I have read and agree to the Bay Area Multifamily Building Enhancements Program Terms and Conditions dated January 12, 2023 (9 pages).

I agree that my information may be used as described in Section X I certify that I understand that other programs are available and the rules about double-dipping in Section XIII
I agree to the program’s benchmarking policy and authorize access to energy usage data for both common area meters and aggregated tenant data, as described in Section XII I would like to receive information about financing options for this project and agree to the use of project information, as described in Section XI (Optional) ____________________________________________ ____________________________ Signature Date
Mail Email

Form A-3 (1 of 2)
Contra Costa County INTERAGENCY AGREEMENT Number
Standard Form A-3 (County Provides Services) Fund/Org# 0285 Revised 2002 Account #
Other #

1. Contract Identification.

Department: Conservation and Development
Subject: Interagency Agreement between Contra Costa County Department of Conservation and Development and Agency named below for Enhanced Energy Efficiency/Electrification Pilot Program

2. Parties. The County of Contra Costa, California (County), for its Department named above, and the following named Agency mutually agree and promise as follows:

Agency: City of Pinole
Capacity: A public agency
Address:

3. Term. The effective date of this Agreement is December 12, 2023 and it terminates on June 30, 2025 unless sooner terminated as provided herein.

4. Payment Limit. Agency's total payments to County under this Agreement shall not exceed $250,000.00.

5. County's Obligations. County shall provide those services and carry out that work described in the Service Plan attached hereto which is incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.

6. Agency's Obligations. Agency shall pay County for its provision of the services as set forth in the attached Payment Provisions which are incorporated herein by reference, subject to all the terms and conditions contained or incorporated herein.

7. General and Special Conditions. This Agreement is subject to the General Conditions and Special Conditions (if any) attached hereto, which are incorporated herein by reference.

8. Project. This Agreement implements in whole or in part the following described Project, the application and approval documents of which are incorporated herein by reference: Enhanced Energy Efficiency/Electrification Pilot Program.

9. Legal Authority. This Agreement is entered into under and subject to the following legal authorities:

Government Code Section 26227.

10. Signatures. These signatures attest the parties' agreement hereto:

COUNTY OF CONTRA COSTA, CALIFORNIA

BOARD OF SUPERVISORS
By
Chairman/Designee
ATTEST: Clerk of the Board of Supervisors
By
Deputy
AGENCY
By
(Signature of authorized Agency representative)

(Print name and title A)
By
(Signature of authorized Agency representative)

(Print name and title B)
2131 Pear Street, Pinole, CA 94564
DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656 Neil Gang Eric Casher

Form A-3 (2 of 2)
DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Form L-2 (Page 1 of 1)
Contra Costa County ACKNOWLEDGMENT/APPROVALS Number:

Standard Form L-2 (Purchase of Services – Long Form)
Revised 2014.2

ACKNOWLEDGMENT

STATE OF CALIFORNIA )
)

COUNTY OF CONTRA COSTA )
On _____________________________ (Date),
before me, (Name and Title of the Officer),
personally appeared, ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS MY HAND AND OFFICIAL SEAL.

Signature of Notary Public
Place Seal Above
ACKNOWLEDGMENT (by Corporation, Partnership, or Individual) (Civil Code §1189)

APPROVALS

RECOMMENDED BY DEPARTMENT FORM APPROVED BY COUNTY COUNSEL By: _____________________________ By: _____________________________ Designee Deputy County Counsel
APPROVED: COUNTY ADMINISTRATOR
By: _____________________________
Designee
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Initials:

Contractor County Dept.

Form L-3 (Page 1 of 4)
Contra Costa County SERVICE PLAN OUTLINE Number
Standard Form L-3 (Purchase of Services - Long Form)
Revised 2008

SERVICE PLAN
I. Overview
The City of Pinole (“City”) allocated Two‐Hundred Fifty Thousand ($250,000) for Fiscal Year 2023‐2024 for weatherization and energy efficiency improvements for residential buildings in Pinole. Through coordination with the County Department of Conservation and Development (DCD), the City wishes to enter into an agreement with the County Department of Conservation and Development (“County” or “Contractor”) to implement an Enhanced Energy Efficiency/Electrification Pilot Program (Pilot Program) that leverages the existing energy efficiency rebates offered through the County’s existing partnership with the Bay Area Regional Energy Network (BayREN) and free energy efficiency measures provided by the County Weatherization Program. The Enhanced Energy Efficiency Pilot Program would offer increased incentive amounts for select existing energy efficiency and building electrification measures already offered through BayREN and provide additional measures beyond those currently offered by the County low‐ income Weatherization Program and BayREN. The list of increased incentive amounts and expanded range of measures are specified in Exhibit A, attached hereto. The incentive structure and expanded list of measures build upon the City’s goals to optimize energy efficiency (Pinole General Plan Goal SE.4), explore opportunities for City‐wide expansion of Programs and Facilities related to energy efficiency and conservation (Pinole General Plan Policy SE.4.2), and explore funding mechanisms funding sources and mechanisms for energy efficiency improvements for residences (Pinole General Plan Action SE.4.4.5).

To help meet the City’s sustainability goals, the City wishes to execute a contract with the County of Contra Costa to implement an Enhanced Energy Efficiency/Electrification Pilot Program for the period of December 12, 2023 to June 30, 2025, for an amount not to exceed Two Hundred and Fifty‐Thousand Dollars ($250,000). The County will be paid up to Two Hundred and Fifty‐Thousand Dollars ($250,000) to support the administration and implementation of the Pilot Program in accordance with the rebate incentive(s) and weatherization upgrade cost amounts and administrative and outreach costs specified in Exhibit A, attached hereto.

II. Contractor Obligations
The Contractor (“County”) shall perform the following tasks under direction of the City’s Community Development Director, or designee (“City staff”):

A. Task 1: County Staff Administration of Enhanced Programs

1. Project Management. County will be responsible for coordinating with BayREN Program leads and County Department of Conservation and Development Weatherization program staff to obtain the necessary data required to pay for the additional rebates and weatherization measures specified in Exhibit A, attached hereto. County shall complete the following subtasks required to support the execution of the program:
a. Protocol. The County will develop a protocol to require property owners participating in the BayREN Home+ Program to release additional project information to the County in order for County to conduct reporting as specified in Section II.A.3, Reporting, below. b. Project data. Obtain all necessary project data from BayREN Program leads and County Weatherization Program to verify completion of work, including but not limited to the following:

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Initials:

Contractor County Dept.

Form L-3 (Page 2 of 4)
i. number of projects completed,
ii. project status for each project,
iii. project rebates issued by other programs, such as the Inflation Reduction Act (IRA), Self‐ Generation Incentive Program (SGIP), Technology and Equipment for Clean Heating (TECH Clean California), or other similar incentive programs that may be instituted by the State.
c. Verify project eligibility. County will verify that the project is located within the incorporated City of Pinole. County will verify that the project complies with BayREN or Weatherization Program participation requirements. Requirements include, but are not limited to:
i. use of a BayREN Participating Contractor for BayREN Home+ Program single‐family residential projects, and
ii. income qualifications for Weatherization Program projects. d. Document completion of projects. County shall maintain a record of projects completed through Pilot Program. County shall include, at a minimum, the following data for all projects:
i. household data including project location and income (if applicable), ii. project status,
iii. all rebates issued or in process by BayREN,
iv. other program rebates issued or in process from State programs, v. rebate amount issued by County, as specified in Exhibit A, attached hereto, vi. weatherization upgrade costs covered,
vii. total cost of project before and after all rebates and weatherization upgrade cost payments were issued, and
viii. energy savings and greenhouse gas emissions reductions data for each project. e. Maximum incentives (rebates and weatherization upgrade costs) paid. Ensure no more than 100% of project cost is paid for by incentives. County will track other federal, state, or local incentives applied to individual projects participating in Pilot Program including, but not limited to, IRA, SGIP, and/or TECH Clean California incentives.

2. Rebate and Weatherization Upgrade Payment Administration. County will be responsible for processing rebates and weatherization upgrade costs. County will issue up to Two Hundred Thousand Dollars ($200,000) for payment of rebates and costs for weatherization upgrades based on the incentive structure specified in Exhibit A, attached hereto.
a. Where applicable, County will issue payment to property owner for verified services completed for qualified projects, as specified in Exhibit A, attached hereto. b. On the date the County determines a project in the City of Pinole qualifies for a rebate, County will issue check to property owner within 6 weeks.

3. Reporting. County shall provide project activity summary reports in a format acceptable to City staff on a quarterly basis beginning January 1, 2024 and a final report no later than 60 days after all incentive funding has been expended. Each report shall include the following information:
a. number of individual single‐family residences and multifamily units participating in Pilot Program,
b. location of each project,
c. income bracket of each household participating in Pilot Program, d. number of projects in progress,
e. number of projects completed,
f. scope of work completed in each home, including project cost, g. if requested by City staff, documentation of completed Scope of Work for each home, h. amount of rebate dollars administered to each project, and DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Initials:

Contractor County Dept.

Form L-3 (Page 3 of 4)
i. actual or projected amount of total incentive dollars across federal, state, and local programs issued for each project.

B. Task 2: Marketing and Outreach

1. The County shall develop and deploy one or more creative marketing and outreach activities throughout the incorporated City that effectively increases awareness of the Pilot Program. Prior to deploying any marketing and outreach activity, the County shall coordinate with City to submit, for their review and approval, a written plan that describes the County’s proposed marketing and outreach activities.

Marketing and outreach activities may include, but are not limited to:
a. Sending one co‐branded mailer or postcard notifying residents about the launch of the Pilot Program,
b. Providing additional targeted marketing and outreach to identified disadvantaged areas of City, c. Providing City webpage content with information on how to participate in Pilot Program, d. Promoting Pilot Program through targeted digital marketing, or Providing marketing and outreach materials in different languages (Spanish, Cantonese, and Tagalog).

C. Changes to Program Incentive Structure
If BayREN decides to completely eliminate an incentive for any measure specified in Exhibit A, the City and County may work together to develop a new incentive program.  Both City staff and County must agree in writing to any proposed new incentive program. If agreed upon in writing by both the City and County, the County may develop and deploy a new or modified incentive program.  Prior to deploying any new or modified incentive program, the County shall submit to City staff for their review and approval a written plan with the revised incentive structure that describes the proposed incentive structure and process for implementing the new incentive program.  Any new proposed incentive program shall include a budget, schedule, and deliverables.

City staff and County may also agree to make changes to the incentive amounts listed for activities provided in Exhibit A where BayREN does not offer an incentive, such as roof repairs and panel upgrades.

III. City Obligations
A. The City’s total payments to the County for all services performed under this Contract shall not exceed Two Hundred and Fifty‐Thousand Dollars ($250,000) as set forth in Section IV of this Contract, Payment Provisions.

The Payment Provisions include the following payments for Tasks 1 and 2 described in this Section:

1. Task 1: The City will pay the County Twenty‐Five Thousand Dollars ($25,000), as described in Section IV.B.1.a., below. The City will pay the County Two‐Hundred Thousand Dollars ($200,000) for the sole purpose of rebate payments and County Weatherization upgrade costs as described in Section IV.B.1.b.

2. Task 2: The City will pay the County Twenty‐Five Thousand Dollars ($25,000) for marketing and outreach, as further described in Section IV.B.2., below.

B. Dollar amounts allocated for each Task as described in Section IIIA., above may be moved between Tasks if requested in writing by County and approved in writing by City staff.

IV. Payment Provisions
A. Within 30 days of the effective date of this Contract, the City will pay Two Hundred and Fifty‐Thousand Dollars ($250,000) to County to operate and administer the Pilot Program. In the event the County does not utilize the entire Two Hundred and Fifty‐Thousand Dollars ($250,000) funding amount, or upon written request of the City DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Initials:

Contractor County Dept.

Form L-3 (Page 4 of 4)
to end the Pilot Program, the County will return any remaining funds to the City within 30 days of the date the written request was made by the City.

B. Documentation of County Expenses and Rebate Payments.  County shall provide City staff with adequate documentation for all expenses incurred under this Contract. All documentation shall provide sufficient detail to ensure activities and costs are clearly identified by task.

1. Task 1: County Staff Administration of Enhanced Programs: Task 1 expenses include staff time costs and payment of rebates to eligible property owners as well weatherization upgrade costs. a. Project Management. County will be paid at an hourly rate for staff work completed under Task

1. Documentation of County expenses for Task 1 activities will include the job title and hourly rate of the individual performing program administration tasks according to the Rate Schedule, attached hereto as Exhibit B.
b. Rebate and Weatherization Upgrade Costs. County will issue rebate checks to each eligible property owner that participates in the Pilot Program, as specified in Exhibit A, attached hereto, and pay for weatherization upgrade costs as specified in Section II.A., above.   Documentation of County expenses and payments for Task 1 will include copies of rebate checks issued and cost information for all weatherization upgrades completed.

2. Task 2: Marketing and Outreach: County will be paid an hourly rate for staff work completed under Task

2. Documentation of County expenses for staff time work for Task 2 activities will include the job title and hourly rate of the individual performing program administration tasks according to the Rate Schedule, attached hereto as Exhibit B.  Documentation of County expenses for any vendor or print and mail costs will also be included.

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Exhibit A: Pilot Program Action Plan

City of Pinole Enhanced Energy Efficiency/Electrification Pilot Program Action Plan
The City of Pinole (“City”) collaborated with the Contra Costa County Department of Conservation and Development (“County”) to develop an enhanced energy efficiency, electrification, and weatherization rebate incentive structure using funding allocated by the City for weatherization and energy efficiency improvements for single‐family and multifamily residential buildings in the City of Pinole. The document details how the Pilot Program will be implemented based on the property type.

Single‐Family Residential Properties
Process
Single‐family property owners who wish to participate in the Pinole Enhanced Energy Efficiency/Electrification Pilot Program will follow the standard Bay Area Regional Energy Network (BayREN) Home+ Program process, a rebate program administered in coordination with the nine Bay Area Counties by the Association of Bay Area Governments. They will hire a BayREN Participating Contractor who will install the scope of measures requested by the property owner or landlord. Once the project is completed, the BayREN Participating Contractor will submit the corresponding rebate paperwork to BayREN. BayREN staff will flag that the project is in the City of Pinole and provide County staff with the BayREN application number. The County will also obtain the BayREN application number from the applicant requesting a rebate through the Pilot Program.  A protocol between BayREN and the County will be developed to gather project information for the County to be able to access project‐ specific information for each home that participates in both the BayREN Home+ Program and the Pilot Program.

The County will use the project address provided by the rebate applicant to determine whether the project is in the incorporated City of Pinole and verify that the project participated in the BayREN Home+ Program. For a project to be eligible to receive rebates through the Pilot Program, the project must take place in the incorporated City of Pinole and have gone through the BayREN Home+ Program.

Once the project’s eligibility is confirmed, BayREN staff will provide the full list of measures completed as part of the project and the rebate amount received through the Home+ Program for each individual measure to the County. In coordination with BayREN and other State rebate program incentives, the County will verify the anticipated or actual incentive amounts received through the Technology and Equipment for Clean Heating Program, Self‐Generation Incentive Program, and the Inflation Reduction Act relevant to the measures installed for each project. The County will use the total cost of each of the project measures subtracted by the total amount of all other incentives received or anticipated to be received to determine the Pilot Program incentive amount for the project. The maximum incentive level for each measure is listed in Column 3 of Table 1, below. This will ensure that the incentive amount will not cover more than 100% of the project cost. The total maximum incentive amount to be paid out in the form of rebates through the Pilot Program to any one household shall not exceed $18,200. The County will then issue the Pilot Program rebate amount in the form of a physical check mailed to the property owner.

For single‐family properties that complete the induction cooktop/range or heat pump clothes dryer measures, the property owner or landlord will submit their rebate paperwork to BayREN directly rather than having a BayREN Participating Contractor submit the paperwork on their behalf. Eligible applicants DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Exhibit A: Pilot Program Action Plan

will also submit to the County their BayREN application number(s) associated with their BayREN cooktop/range or heat pump clothes dryer rebate(s).  The County will verify the BayREN application number with BayREN to confirm participation in any BayREN rebate issued. For a project to be eligible to receive rebates through the Pilot Program, the project must take place in the incorporated City of Pinole. The County will verify whether the project is in the incorporated City of Pinole. Once the project’s eligibility is confirmed, BayREN staff will provide the anticipated or actual incentive amount received through the BayREN Home+ Program and any additional incentive program to County staff. The County will use the total cost of the induction cooktop/range or heat pump clothes dryer project subtracted by the total amount of all other incentives received or anticipated to be received to determine the Pilot Program incentive amount, as specified in Table 1 below, not to exceed 100% of the project cost. The County will then issue the Pilot Program rebate in the form of a physical check mailed to the property owner.

Incentives
The BayREN Home+ Program offers a series of energy efficiency and electrification measures for single‐ family residential properties. The current BayREN Home+ Program rebate amounts and the additional Pilot Program rebate amounts are listed in Table 1 below.

Unless otherwise specified herein, if any incentive for the measures listed in Table 1 are eliminated by BayREN, the additional incentive amounts provided by the City of Pinole for the same eliminated measure shall also be eliminated. If any incentive amounts for the measures listed in Table 1 are increased or reduced by BayREN, the City may request in writing to County to modify the amount of any existing Single‐Family BayREN incentive measure. Both City and County shall agree in writing on effective date of any change to a rebate incentive amount.

Table 1 Single‐Family Residence Pilot Program Rebate Structure Measure  BayREN Home+ Incentive
Amount
Pilot Program
Incentive Amount
Maximum
Amount Paid Out
per Measure
Operations and Maintenance Measures
Duct replacement  $500 (<5% leakage for
replacement OR sealing)
Up to $2,200  Up to $2,700
Building Shell Measures
Attic insulation  $0.75/square foot (not to
exceed $1,000 per home)
Up to $700  Up to $1,700
Wall insulation  $0.70/square foot (not to
exceed $1,000 per home)
Up to $600  Up to $1,600
Heating and Cooling Measures
High efficiency split
central air conditioner
$200   Up to $4,200  Up to $4,400
DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Exhibit A: Pilot Program Action Plan

Measure  BayREN Home+ Incentive
Amount
Pilot Program
Incentive Amount
Maximum
Amount Paid Out
per Measure
High efficiency packaged
central air conditioner
High efficiency heat pump  $400 for fuel substitution;
$250 for electric to heat
pump
Up to $4,500  Up to $4,900 for
fuel substitution;
Up to $4,750 for
electric to heat
pump
Water Heating Measures
Heat pump water heater  $400 for fuel substitution;
$250 for electric to heat
pump
Up to $4,000  Up to $4,400 for
fuel substitution;
Up to $4,250 for
electric to heat
pump
Electrification Appliance Measures
Induction electric range
or cooktop
$250 Up to $550  Up to $800
Heat pump clothes dryer  $250 Up to $450  Up to $700
Electrical panel upgrade  N/A  Up to $1,000  Up to $1,000 Total Maximum Incentive
Amount to be Paid Out
per Property
$4,000  $18,200  Up to $22,200
Multifamily Residential Properties
Process
Multifamily property owners who wish to participate in the Pinole Enhanced Energy Efficiency/Electrification Pilot Program will go through the standard Bay Area Multifamily Building Enhancement (BAMBE) Program. BayREN staff will flag that the project is in the City of Pinole and provide the County with the BayREN application reservation number. The County will use the project address to verify whether the project is in the incorporated City of Pinole and therefore eligible to participate in the Pilot Program. Projects participating in the Pilot Program must sign an additional Statement of Release of Information, attached hereto as Attachment 1 for the County to be able to access project‐specific information. During the standard BAMBE Program site visit and assessment, in addition to the existing measures assessed by BAMBE implementors, roof repairs and electrical panel upgrades intended for future electric vehicle (EV) charging infrastructure will also be considered as measures to include in BAMBE projects in the incorporated City of Pinole. For property owners who DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Exhibit A: Pilot Program Action Plan

decide to pursue either a roof repair/replacement or electrical panel upgrades, the Pilot Program has allocated additional funding listed in Table 2 to reduce the implementation cost to the property owner.

Once BayREN staff issues a check to the property owner, they will send the County a separate copy of the quality assurance documentation, scope of measures completed, and proof of rebates paid. The County will then issue an additional rebate amount for the applicable incentive amounts specified in Table 2, below.

Incentive
Under the Pilot Program, an additional $250 cash back per unit is available for each BayREN multifamily project completed in the incorporated City of Pinole. In addition to the additional $250 rebate offered by the City, a roof repair and electrical panel upgrade rebate for either electric vehicle (EV) infrastructure and/or for fuel switching to an all‐electric building or for other energy efficiency improvements made to the building would be offered. Unless otherwise specified herein, if any applicable incentives for activities provided in Table 2 below are eliminated by BayREN, the additional incentive amounts for the same activity provided by the City of Pinole shall also be eliminated. If any incentives for activities provided in Table 2 are increased or decreased by BayREN, the City may request in writing to County to modify the incentive amount. Both the City and County shall agree in writing on the effective date of any change to a rebate incentive amount.

Table 2 Multifamily Residence Pilot Program Rebate Structure Activity  BayREN BAMBE Incentive
Amount
Pilot Program
Incentive Amount
Maximum
Amount Paid
Out by Activity
Participation in Standard
BAMBE Program
$500 per unit (BAMBE
Base Rebate for installing
2+ energy efficiency
upgrades that save 10%
or more of the building’s
energy).

Specific properties may
qualify for rebates of
$5,000+ per unit with
Electrification and
Geographic Adders.
$250 per unit   $750 per unit +
Electrification
and
Geographical
Adders based
on eligibility
Roof Repair/Replacement per
Project
N/A  Up to $5,000 per
property
Up to $5,000
per property
Electrical panel upgrade for
energy efficiency upgrades,
EV infrastructure, or fuel
switching to all‐electric
Subpanel Upgrade:
$1,000 per unit served
Central/Common Area
Panel Upgrade: $5,000
per property
Up to $8,000 per
property
Up to $1,000
per unit served
+ up to $8,000
per property
DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Exhibit A: Pilot Program Action Plan

Activity  BayREN BAMBE Incentive
Amount
Pilot Program
Incentive Amount
Maximum
Amount Paid
Out by Activity
Total Maximum Incentive
Amount Possible to be Paid
Out
$1,500+ per unit + 5,000
per property
Up to $250 per unit +
up to $8,000 per
property
Up to $1,750
per unit + up to
$13,000 per
property
Roof Repair and Electrical Panel Upgrade Rebate
Process
Requests for rebates for roof replacements or roof repairs (specified in Table 2), and requests for rebates for panel upgrades (specified in Table 1 and 2) will be verified directly by County staff. For these rebates, the property owner will be required to submit proof to the County, such as issuance of  building permit, or other such similar documentation deemed necessary, to substantiate that the roof repair/replacement or electrical panel upgrade was installed. The owner must also provide documentation that demonstrates that proof of payment was issued to the contractor for the cost associated with the installation.

Due to the long lead time sometimes needed for installation of EV charging infrastructure, if the project includes EV charging infrastructure, the project will be flagged by BayREN staff and be shared with the County. The rebate amount associated with the electrical panel upgrade will not be released by the County until proof of EV charging infrastructure is submitted to the County.

Weatherization Program‐eligible Residential Properties
Process
The County Weatherization Program, administered by the County’s Department of Conservation and Development, is a Federal and State‐funded program that provides home energy‐efficient upgrades at no‐cost to people on a low or fixed income.

Under the Pinole Enhanced Energy Efficiency/Electrification Pilot Program, the County Weatherization Program will offer additional services, such as roof repairs and electrical panel upgrades at no cost to the resident(s). The County will hire qualified subcontractors to make the roof repairs and electrical panel upgrades. Pinole residents who wish to participate in the Pilot Program will go through the standard County Weatherization Program. When the project has been deemed eligible for the County Weatherization Program, County Weatherization staff will inform the County project implementation team that there is a project located in the City of Pinole and provide the project address. The County will verify that the project is in the incorporated City of Pinole. If the Project is in the incorporated City of Pinole, the County Weatherization Program team would evaluate whether a roof repair or electrical panel upgrade is needed. If it is determined that any of these additional measures are needed, the County Weatherization Program would have a roofing contractor or electrical panel upgrade contractor (electrician) complete the work at no cost to the resident.

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

Exhibit A: Pilot Program Action Plan

Proposed Budget
Item Description Proposed Dollar Amounts
County Staff Administration of Enhanced
Programs
$25,000
Marketing & Outreach Budget $25,000
Enhanced Program Rebates & Weatherization
Upgrade Costs
$200,000
Total Enhanced Program Budget $250,000
Project Timeline
December 2023 – Finalize Contract/Interagency Agreement with All Parties December 2023 – County Develop Marketing and Outreach Materials/Mailers to Mail Out in January 2024 to residents starting with impacted community areas of Pinole January 2024‐June 2025 – County Staff Administers Rebate Checks and Performs County Weatherization Upgrades for Roof Repairs and Panel Upgrades DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

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Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS Bay Area Multifamily Building Enhancements Terms & Conditions | Version January 12, 2023 I. ELIGIBILITY
The project identified in the Application must be a multifamily, residential building(s) with five (5) or more residential units. The project must be located within the Program region (Alameda, Contra Costa, Marin, Napa, San Francisco, San Mateo, Santa Clara, Solano, and Sonoma Counties). The property must receive PG&E natural gas and/or electric service and the property's utility accounts must pay into the Public Benefits Charge upon receipt of an electric or gas energy bill.

The project must receive approval for the scope of work (an Approved Scope) from the Program Administrator to reserve a rebate. Submission of a Rebate Reservation Form certifies that the Participant agrees to install the measures listed in the Approved Scope.

II. REBATE AMOUNTS
The rebate amount is calculated by dwelling unit at a rate of $500 per unit. A dwelling unit is defined as a single unit consisting of one or more habitable rooms, occupied or arranged to be occupied as a unit separate from all other units within a building, and used primarily for residential purposes and not primarily for professional or commercial purposes. Each dwelling unit in a building may be counted toward the total rebate calculation regardless of whether an energy efficiency improvement is installed within the dwelling unit, as long as the Approved Scope complies with the requirements in the Policies and Procedures Manual.

In addition to the $500 per unit base rebate, the following bonus adders are available for qualified projects:

ELECTRIFICATION UPGRADES
In-unit Upgrades
In-unit Heat Pump Water Heater $1,500/apt
In-unit Heat Pump HVAC $1,500/apt
In-unit Electric Laundry Dryer $250/apt
In-unit Electric Cooking $750/apt
Central System Upgrades
Central Heat Pump Water Heater $1,000/apt served*
Central Heat Pump HVAC $1,000/apt served
* Property cap of $100,000. Program cap of $500,000
Common Area Upgrades
Attachment 1
DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

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Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS Common Area Heat Pump HVAC $1,000/equip.

Laundry/ Common Area HP Water Heater $1,000/equip.

Heat Pump Pool Heater $1,500/pool
Electrical Panel Upgrades
Subpanel Upgrade $1,000/apt served
Central/ common area panel upgrades $5,000/ property

GEOGRAPHIC UPGRADES
Properties located in high-priority zones that are most impacted by air pollution, extreme heat, and high housing costs qualify for bonus rebates. Your energy advisor will help you determine if your property qualifies.

Health Upgrades
Select upgrades that improve indoor quality $500/apt served

Resilence to Extreme Heat Upgrades
Select upgrades that improve the property’s
resilience to extreme heat
$500/apt served

Housing Unit Upgrades*
*Only available to properties built before 2010 with less than 50 units OR deedrestricted affordable properties Automatic rebate multiplier increase up to 2X
AND
Up to $500/apt for select in-unit upgrades

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

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Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS In no instance shall the rebate amount exceed the cost of product purchase and installation.

III. REBATE AVAILABILITY
Rebate reservations are available on a first-come, first served basis until available funds are depleted. A rebate should not be considered reserved until the Program's “Rebate Reservation Confirmation” is received. The Rebate Reservation Confirmation will include a Rebate Reservation Period of 6 months (the time period during which the rebate is reserved and the upgrade project should be completed) and a rebate expiration date, after which the rebate will no longer be reserved for the Project unless funds continue to be available and an extension of reservation is requested and approved. The Program may grant up to two extensions to the rebate reservation period. Each extension can be up to three months.

Each extension will require a completed Reservation Extension Request Form and the second extension will also require documentation supporting the reason for the request. If the project is not completed by the end of the second extension, or 12 or 15 months after initial project reservation as applicable, the project will lose its Rebate Reservation, and the Participant must request a new Rebate Reservation Confirmation to receive a rebate. Exceptions can be made if the Participant can furnish a construction schedule that shows a timeline that extends beyond 12 months due to property size or project scope.

The Rebate Reservation confirmation message will include a date halfway through the Rebate Reservation Period by when progress on the project must be demonstrated. Should the Project not meet the expected level of progress at that time, the Rebate Reservation may be cancelled by the Program.

Projects that engage with the Program at, and beyond, the point in time when rebate reservations have surpassed the Program’s total rebate budget will be informed that they may submit a contingent Rebate Reservation Form, but will be placed on a waitlist and may not receive a rebate. Projects submitting rebate reservations after this time will be placed on the waitlist in the order in which the reservations are approved without guarantee that projects on the waitlist will receive the rebate requested.

IV. PROGRAM TERM & LIMITATIONS
The rebate eligibility term is the Rebate Reservation Period. Only energy efficiency and electrification improvements purchased and installed within the Rebate Reservation Period are eligible for a rebate.

Participant understands and accepts the policies and procedures set forth in the Policies and Procedures Manual together with any addenda thereto in effect at the time the Rebate Application is submitted.

Application Does Not Entitle Participant to Participate: Submission of a completed Rebate Reservation or Rebate Claim form does not entitle the Participant to a rebate. A rebate is allowed only upon availability of a Rebate Reservation Confirmation notice and Participant’s compliance with all Terms and Conditions.

Limit of Incentive Payments: The Program reserves the right, for any reason, to stop approving Rebate Reservation applications and extensions at any time without notice.

The Program may be modified or terminated without notice. Rebate amounts are subject to change without notice.

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

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Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS V. SITE ACCESS
The Participant (and Participant’s contractors) must allow Program representatives and hired Participating Raters access to the site where the energy efficiency and/or electrification improvements are being installed: (1) at project inception; and (2) following installation to confirm that installation is complete and that installed equipment meets required specifications. Participant will provide access to a sampling of dwelling units, common areas, and mechanical rooms, as requested by Program representative and agrees to facilitate the testing of any combustion appliances as requested by Program representative per section VI below. Depending on the Approved Scope, Combustion Safety Testing may be required for 100% of the units during final project verification visit.

In addition, the Participant will allow, if requested, a representative from PG&E, the CPUC , or any authorized subcontractor of PG&E or the CPUC reasonable access to the site where the energy efficiency and/or electrification improvement(s) have been installed to verify the quality of the improvements.

VI. HEALTH & SAFETY REQUIREMENTS
The Participant represents and warrants that the Building is and will remain compliant with all health and safety standards (including laws requiring installation of CO alarms). If, during the course of the site visits, Program representatives, Participating Raters, or Contractors encounter or detect the presence of natural gas or other hazardous materials at, in and/or near a Combustion Appliance, the local gas utility may shut off gas service in tenant units or common areas until the condition is remediated by Participant at Participant’s sole cost and expense.

The Participant must acknowledge that they have received combustion appliance safety testing and recommendations or signed an affidavit from the program implementers prior to submitting a Rebate Reservation Form as defined in the Policies and Procedures Manual. The Participant must certify that all combustion safety retrofit actions identified during the post-installation site visit have been addressed in accordance with the Program’s Combustion Safety Protocols in the Policies and Procedures Manual, and take responsibility and future liability for all hazards identified during the post-installation site visit, prior to a Rebate Claim Form being approved. The Program will not be liable for damage to occupants or other parties as a result of products or equipment installed by the Participant's contractors as part of participating in the Program.

VII. INSTALLATION REQUIREMENTS
Eligible energy efficiency and electrification improvements must be: (1) new equipment (not used or rebuilt); (2) purchased by the customer (not leased); (3) compliant with the equipment specifications in the Approved Scope; and (4) installed in a multifamily housing facility receiving electric and/or natural gas service from PG&E, located within the Bay Area Regional Energy Network (BayREN) region. Installation of energy efficiency and electrification improvements must follow the Health and Safety standards defined in the Program’s Policies and Procedures Manual.

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

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Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS VIII. CONTRACTOR AND PROJECT PERMIT REQUIREMENTS
Participant is responsible for obtaining, or causing Contractor(s) to obtain, all other required permits and ensuring that Contractor(s) comply with all applicable laws. This includes, but is not limited to, ensuring that their installation contractors meet the following requirements: Contractors installing the work in the Approved Scope must hold and maintain 1) Appropriate contractors’ licenses required by the State of California Contractor’s License Board to perform the class and type of work required, 2) General Liability and Worker’s Compensation Insurance, and 3) a Business License if required in the jurisdiction where work is to be performed. The Participant must also ensure that its contractor requires any and all subcontractors meet the same requirements. The Participant must certify the improvement and installation has complied with all applicable permitting requirements, including any applicable specifications or requirements set forth in the California Building Standards Code (Title 24 of the California Code of Regulations), and that Participant’s contractor(s) satisfied all the requirements above.

In addition, if Heating Ventilation and Air Conditioning (HVAC) units or their associated fans are installed or replaced the participant shall provide proof of permit closure before the rebate is issued.

IX. REBATE PAYMENT AND CONDITIONS
Only complete Rebate Reservation and Rebate Claim forms will be processed for rebates. Rebate Claim forms must be accompanied by receipts for the cost of product purchase and installation and one month’s complete PG&E bill. Failure to submit complete forms may result in delay or denial of a rebate notwithstanding issuance of a Rebate Reservation. Information submitted through the forms will become the property of the Program. The Program will process only forms and related information that it receives and is not responsible for items lost or destroyed in transit through the mail or electronic medium. The Program is not bound to pay any incentive unless the Program approves the documentation required to be submitted as a condition of each Participation phase. The Program reserves complete discretion to approve or disapprove any documentation. Projects that proceed with the installation of the Approved Scope prior to receipt of a Rebate Reservation Confirmation do so at their own risk. Projects that fail to comply with these Terms and Conditions may forfeit any Program rebates and/or risk termination of an issued Rebate Reservation.

X. USE OF PROJECT INFORMATION & PROPRIETARY INFORMATION Participant authorizes the Program to retain a copy of all materials or reports completed as part of participation in the Program. Program is subject to the California Public Records Act. That law generally requires the disclosure of public agency records but provides limited exceptions to disclosure for records or portions thereof that are “trade secrets”. Information submitted to the Program that the Participant wishes to have treated as confidential trade secret information, should be identified and labeled "Confidential Trade Secret Information" on each page at the time of disclosure. This information should include a written request to exclude it from disclosure, including a written statement of the reasons why the information should be excluded. However, the Program cannot guarantee the confidentiality of any information submitted.

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

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Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS Unless identified as confidential or proprietary by the Participant, information contained in these materials or reports may be used for the purpose of promoting awareness and adoption of energy efficiency strategies, practices, and technologies. The Program may use customer specific information including names, addresses, installed measures, and savings projections for the following purposes: to fulfill reporting requirements to PG&E and/or the CPUC, for published reports and articles to promote the Program, and for conveying the status of program activity to the local government jurisdiction in which the project is located. Project information may be presented in aggregate level with other projects in the Program, as part of a list of projects, or with Participant’s consent in a project-specific case study. To the extent other approvals are required for release of this information the Program will obtain those approvals.

XI. LENDER REFERRAL SERVICE PARTICIPATION
The Lender Referral Service (LRS) supports Participants by facilitating financing quotes from multiple lenders. LRS is administered by Slipstream. This service is an optional add-on component of the Program, and Participants may wish to contact lenders directly or use other referral services.

If the Participant chooses to receive financing consultation through the Program, the information provided verbally or in writing to the Program and/or through LRS may be disclosed to third party lenders for the purpose of determining the Participant’s and project's eligibility for, and conditions of, financing.

Participant certifies that it has the authority to disclose said information and to bind the project to this authorization. Financing applications will be completed and submitted by the Participant.

XII. CALIFORNIA AB 802: BUILDING ENERGY USE BENCHMARKING AND PUBLIC DISCLOSURE Participant hereby authorizes the Association for Energy Affordability, Inc. (AEA) and San Francisco Department of the Environment (SFE) to act as authorized agents to access utility data from PG&E and/or other utility providers. Participant agrees to provide a copy of one utility bill for each common area account upon request to facilitate this process.

At AEA’s discretion or by Owner request, properties will be benchmarked using aggregated utility data, as made possible by CA AB 802 (2015): Building Energy Use Benchmarking and Public Disclosure Program.

Benchmarking assistance is available for projects after the rebate reservation is approved and work has begun. AEA will provide access to data for all benchmarked properties via ENERGY STAR Portfolio Manager.

Owners are responsible for disclosing data as required for compliance with the California Energy Commission’s California Building Energy Benchmarking Program or their local jurisdiction.

XIII. DOUBLE DIPPING
The Participant understands that the Participant cannot receive incentives for the same improvement, product, equipment or service from more than one California investor-owned utility or third party Energy Efficiency program offering incentives for the same improvement, product, equipment, or service funded with CPUC Public Purpose Program Charge funds. A list of potentially overlapping programs is available in the Program Policies and Procedures Manual.

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

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Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS The Participant certifies that it has not received CPUC Public Purpose Program Charge funded incentives from any other energy efficiency program for the installed equipment.

XIV. NO WARRANTY

THE PROGRAM MAKES NO REPRESENTATION OR WARRANTY, AND ASSUMES NO LIABILITY WITH RESPECT

TO QUALITY, SAFETY, PERFORMANCE, OR OTHER ASPECT OF ANY DESIGN, SYSTEM, PRODUCT OR

APPLIANCE INSTALLED PURSUANT TO THIS AGREEMENT, AND EXPRESSLY DISCLAIMS ANY SUCH REPRESENTATION, WARRANTY OR LIABILITY.

XV. TAX LIABILITY
Incentives may be taxable. Participant is responsible for payment of any applicable taxes and the Program is not responsible for any tax liability that may be imposed on the Participant as a result of the payment of rebates related to the Program or otherwise in connection with Participant’s participation in the Program.

XVI. PARTICIPANT’S INDEPENDENT JUDGMENT AND RESPONSIBILITY Participant is responsible for design and implementation of the Project. The Program's review of the design, construction, operation or maintenance of the Project, Energy Efficiency Measures, does not constitute a representation of any kind regarding the Project Measures, including their economic or technical feasibility, operational capability, or reliability. The Participant is solely responsible for the economic and technical feasibility, operational capability, and reliability of the Project and Measures.

The Program is not responsible for and shall not be liable for injury to or death of any person or damage to any property (including the Building) in connection with the Rebate and Program participation.

IN NO EVENT WILL THE PROGRAM BE LIABLE FOR ANY INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES.

XVII. INDEMNIFICATION
The Participant shall protect, indemnify, defend, and hold harmless the Program (including Association of Bay Area Governments, Bay Area Regional Energy Network, Pacific Gas and Electric, StopWaste and Energy council, Frontier Energy Inc., Association for Energy Affordability, and the nine County governments) from and against all liabilities, losses, claims, damages, judgments, penalties, causes of action, costs and expenses (including, without limitation, attorney’s fees and expenses) imposed upon or incurred by or asserted against the Parties resulting from, arising out of or relating to the performance of this Agreement.

The obligations of the Participant under this section shall survive any expiration or termination of this Agreement.

XVIII. SAVING ESTIMATES
The savings estimate provided through Technical Assistance are estimates based on minimal project information and are intended to provide enough information for the Participant to decide whether to pursue a deeper analysis of energy savings to inform their decision-making process. The savings projections DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

BAMBE Terms & Conditions | May 25, 2023 8 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS will be used solely to qualify the project for the Program rebate. The Program does not guarantee that the Participant will observe the exact savings projected.

Although the Program believes that the Participant's implementation of the results of the energy audit will permit the Participant's Building to become more energy efficient, the Participant understands that such results are not guaranteed. Any recommendations made by the Program, if implemented by the Participant, should not be construed as an assurance or warranty of energy consumption, energy use savings or reduced building operating costs or of the continuing safety, performance or cost-effectiveness of any equipment, product, system, facility, procedure, or policy discussed or recommended by the Program. The Participant acknowledges that any changes in energy efficiency that may be experienced by Participant will be affected by fuel prices, weather patterns, occupant behavior, maintenance activities and additional factors.

XIX. NO OBLIGATION
Participation in this program is voluntary and there is no obligation to purchase any specific product or service. Products must meet minimum performance standards to receive a rebate through the Program.

XX. ELECTRONIC SIGNATURES
In the event that Participant electronically signs any document related to the Program using a system approved by Program, Participant expressly agrees that it has been given the option to print out a paper copy of the document and sign it manually and mail it to Program, it has agreed to sign the document using an electronic signature system approved by Program, and for purposes of authentication, validity, enforceability, admissibility and otherwise, such signature shall have the same force and affect as a manual signature. Program approved electronic signature systems are manual signatures that are scanned and emailed for all documents other than Terms and Conditions Signature Page.

XXI. CLAUSE FOR PROJECTS IN THE CITY OF PINOLE
I am electing to participate in the supplementary incentive program being offered to BAMBE participants with projects located within the City of Pinole. For a limited time, the City of Pinole is leveraging the BAMBE program to offer additional for eligible BAMBE scopes of work as described in the City of Pinole Enhanced Energy Efficiency/Electrification Pilot Program. To facilitate rebate processing, I authorize BAMBE to share information related to the project with Contra Costa County – the Agency administering the City of Pinole-funded rebates.

DocuSign Envelope ID: 8F55B8D5-CF70-4FA8-B3DA-63C6983A2656

BAMBE Terms & Conditions | May 25, 2023 9 of 9
Bay Area Multifamily Building Enhancements | TERMS & CONDITIONS Bay Area Multifamily Building Enhancements I TERMS & CONDITIONS

GLOSSARY OF DEFINITIONS
Additional terms are defined in the Policies and Procedures Manual, which can be requested by emailing [email protected] or calling 510-891-6558.

Application – Interest form submitted online or hard copy that initiates Program technical assistance.

Approved Scope – Package of energy efficiency and electrification improvements listed in the Rebate Reservation confirmation, including specifications applied to each improvement.

Bay Area Multifamily Building Enhancements – Program administered by the Bay Area Regional Energy Network and Program staff, providing rebates and free Technical Assistance to eligible Projects.

Combustion Appliance – A fixed appliance which is designed to burn solid fuel, gas or oil.

Combustion Safety Testing – Consists of visual inspections, gas leak detection, ambient CO measurement, flue CO measurement, and spillage test.

Participant – Property owner and any authorized third party (e.g. property manager) with decision making authority that has submitted a Rebate Reservation application.

Policies and Procedures Manual – Program document defining the participation procedures and policies governing the administration of the Program which may include addenda addressing special circumstances.

A copy of the Policies and Procedures Manual and any addenda may be requested by emailing [email protected] or calling 510-213-2838.

Program – Providing energy efficiency technical consulting and rebates to Participants together with by:

Association of Bay Area Governments (ABAG), Bay Area Regional Energy Network (BayREN), Pacific Gas and Electric (PG&E), StopWaste, Frontier Energy Inc., Association for Energy Affordability (AEA), and the nine Bay Area County governments.

Project – Building(s) for which technical assistance is received and/or on which rebated energy efficiency improvements are completed.

Participating Rater – Energy efficiency auditing firm or professional that has been qualified to participate in the Pacific Gas and Electric Multifamily Upgrade Program and hired by Participant to conduct a Project.

Rebate Reservation – Process through which a specific rebate amount is reserved for a specific Participant and Project for a specified amount of time.

Rebate Reservation Confirmation – Email or printed communication that specifies the Approved Scope, rebate amount, and reservation period for a reserved rebate.

Technical Assistance – Services provided by Program staff, including recommendation of energy saving opportunities, referral to other resources and incentives, and qualification of an Approved Scope for the Program rebate.

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TERMS & CONDITIONS SIGNATURE PAGE FOR REBATE RESERVATION Bay Area Multifamily Building Enhancements
Instructions
Prior to the program performing a site visit, please complete and sign the form below confirming that you, as the authorized property representative, have read and agree to the Bay Area Multifamily Building Enhancements program’s Terms and Conditions. A site visit will only be conducted after this form is received. Various terms used in this document are defined in the Glossary at the end of the document and Policies and Procedures Manual. You can obtain the Terms and Conditions and Policies and Procedures Manual at bayareamultifamily.org/documents or by emailing [email protected]. The Program is funded by utility ratepayers under the auspices of the CPUC.

Submit a signed copy of this form by mail or a scanned copy by email:

ATTN: Ben Cooper, Program Manager
Bay Area Multifamily Building Enhancements
StopWaste Energy Council,
1537 Webster St. Oakland, CA 94612
Email a scanned copy of the signed form to your staff
contact at Association for Energy Affordability or
San Francisco Department of the Environment, or
email [email protected]
Certification
I certify that I am either the owner of the property listed below or am duly authorized to submit this form and make the agreements and certifications listed below and included in other documents to be filed with the Program on behalf of the building's legal owner and references to “me” and “I” include the owner. If I am a tenant or third-party property manager, I am responsible for obtaining the building owner's permission to install product(s) for which I am applying for a rebate. My submittal of this form indicates that I have obtained this permission on behalf of the owner.

Property Information
Property Name
(if applicable)
Property Address
Contact Information
Print Name Title
Mailing Address
Phone Email
Signature Date
Initial to specifically acknowledge the following sections: Initial I certify that I have read and agree to the Bay Area Multifamily Building Enhancements Program Terms and Conditions dated January 12, 2023 (9 pages).

I agree that my information may be used as described in Section X I certify that I understand that other programs are available and the rules about double-dipping in Section XIII
I agree to the program’s benchmarking policy and authorize access to energy usage data for both common area meters and aggregated tenant data, as described in Section XII I would like to receive information about financing options for this project and agree to the use of project information, as described in Section XI (Optional) ____________________________________________ ____________________________ Signature Date
Mail Email
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Description Job Class Final
Step
CY 2022
Rate Based
on HR2,
with 5%
COLA
CY 2023
with 5%
COLA
CY 2024
with 5%
COLA
Deputy Director - BI 4AD1 5 $ 346.78 $ 364.12 $ 382.32
Fiscal Officer APSA 11 $ 224.13 $ 235.34 $ 247.10
Supervising Accountant SAHJ 5 $ 223.20 $ 234.36 $ 246.08 Accountant III SATA 5 $ 199.03 $ 208.98 $ 219.43
Acctng Tech JD7A 7 $ 147.69 $ 155.07 $ 162.83
Info Sys Programr LPNB 5 $ 263.37 $ 276.54 $ 290.37
Info Sys Mgr 1 LTNA 7 $ 289.00 $ 303.45 $ 318.62
Info Sys Tech II LTVB 5 $ 176.14 $ 184.95 $ 194.19
Network Admin 1 LNSA 5 $ 209.97 $ 220.47 $ 231.49
Admin Svcs Assist III APTA 5 $ 105.09 $ 110.34 $ 115.86 Secretary Advanced Level J3TG 11 $ 152.22 $ 159.83 $ 167.82 Secretary Journey Level J3TF 14 $ 111.83 $ 117.42 $ 123.29 Clerk Specialist JWXD 7 $ 121.28 $ 127.34 $ 133.71
Clerk Senior JWXC 7 $ 127.37 $ 133.74 $ 140.43
Clerk Experienced JWXB 5 $ 113.63 $ 119.31 $ 125.28
Redev/Housing Specialist 51SE 5 $ 128.86 $ 135.30 $ 142.07 Lead Weatherization Specialist 9KT4 5 $ 73.22 $ 76.88 $ 80.73 Weatherization Specialist 9KW7 3 $ 63.18 $ 66.34 $ 69.66 Principal Structural Engineer NCHA 5 $ 276.14 $ 289.95 $ 304.44 Senior Structural Engineer NCNA 3 $ 264.28 $ 277.49 $ 291.37 Structural Engineer NCSA 5 $ 209.61 $ 220.09 $ 231.10
Senior Grading Inspector NXTA 5 $ 210.50 $ 221.03 $ 232.08 Grading Inspector I NXWB 3 $ 162.76 $ 170.90 $ 179.44
Supervisor Inspection Services FADF 5 $ 250.20 $ 262.71 $ 275.85 Principal Bldg Inspector FAHE 5 $ 228.46 $ 239.88 $ 251.88 Sr Bldg Inspector FATE 3 $ 210.40 $ 220.92 $ 231.97
Building Inspector II FAVD 3 $ 183.12 $ 192.28 $ 201.89 Principal Bldg Plan Checker FRHA 7 $ 215.81 $ 226.60 $ 237.93 Senior Bldg Plan Checker FRTA 5 $ 171.56 $ 180.14 $ 189.14 Bldg Plan Checker II FRVA 5 $ 158.78 $ 166.72 $ 175.05
Bldg Plan Checker I FRWA 5 $ 135.51 $ 142.29 $ 149.40
Principal Planner - B 5AHE 5 $ 293.55 $ 308.23 $ 323.64 Principal Planner - A 5AHD 9 $ 280.30 $ 294.32 $ 309.03 Planner III 5ATA 5 $ 252.78 $ 265.42 $ 278.69
Planner II 5AVA 5 $ 193.05 $ 202.70 $ 212.84
Planner I 5AWA 3 $ 161.12 $ 169.18 $ 177.63
Manager Application & Permit Ctr 5PDB 5 $ 229.15 $ 240.61 $ 252.64 Planning Tech III 51TB 5 $ 145.01 $ 152.26 $ 159.87
Planning Tech II 51VB 5 $ 133.86 $ 140.55 $ 147.58
Planning Tech I 51WB 5 $ 110.91 $ 116.46 $ 122.28
Admin Aide - Deep Class AP7A 10 $ 154.94 $ 162.69 $ 170.82 Admin Intern AP9A 27 $ 81.80 $ 85.89 $ 90.18
G:\Accounting\acct-cd\Victoria\Hourly Rates\Bayren\Bayren Hourly Rates Rate Schedule
Exhibit B
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1025 ESCOBAR STREET CONTRA COSTA COUNTY MARTINEZ, CA 94553 Legislation Details (With Text)
File #: 23-1133 Version: 2 Name:

Type: Consent Item Status: Passed
File created: 11/29/2023 In control: BOARD OF SUPERVISORS On agenda: 12/12/2023 Final action: 12/12/2023
Title: APPROVE and AUTHORIZE the Conservation and Development Director, or designee, to execute a contract with the City of Pinole to accept funding in an amount not to exceed $250,000 to implement an Enhanced Energy Efficiency/Electrification Pilot Program and issue payments to property owners that make specific home upgrades that participate in the program, for the period December 12, 2023 through June 30, 2025. (100% City of Pinole, no County match) Attachments:

Date Ver. Action By Action Result Tally
12/12/2023 2 BOARD OF SUPERVISORS approved Pass
To: Board of Supervisors
From: John Kopchik, Director, Conservation and Development Report Title: Agreement for County to Implement and Administer an Enhanced Energy Efficiency/Electrification Pilot Program for the City of Pinole. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS:

1. APPROVE and AUTHORIZE the Conservation and Development Director, or designee, to execute an interagency agreement with the City of Pinole to accept funding in the amount not to exceed $250,000 from the City of Pinole to implement and administer an Enhanced Energy Efficiency/Electrification Pilot Program for the period of December 12, 2023, through June 30, 2025.

2. AUTHORIZE issuance of payment to eligible property owners within the incorporated City of Pinole who participate in the Enhanced Energy Efficiency/Electrification Pilot Program.

FISCAL IMPACT:

There will be no impact to the General Fund. The funding allocated in the interagency agreement is expected to cover all County costs associated with implementing and administering the Enhanced Energy Efficiency/Electrification Pilot Program.

BACKGROUND:

The City of Pinole allocated $250,000 for Fiscal Year 2023-2024 for weatherization and energy efficiency improvements for residential buildings in Pinole. Through coordination with the County Department of CONTRA COSTA COUNTY Page 1 of 2 Printed on 5/16/2024
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File #: 23-1133, Version: 2
Conservation and Development, the City of Pinole wishes to enter into an agreement with the County to implement an Enhanced Energy Efficiency/Electrification Pilot Program that leverages the existing energy efficiency rebates offered through the County’s existing partnership with the Bay Area Regional Energy Network (BayREN) and provide additional home improvements for those eligible to participate in the County’s low-income Weatherization Program.

The Enhanced Energy Efficiency Pilot Program would offer increased incentive amounts for select existing energy efficiency and building electrification measures already offered through BayREN and provide additional measures beyond those currently offered by the County Weatherization Program, BayREN, and other incentives offered by the State or other entities. The incentive structure and expanded list of measures build upon the City of Pinole’s goals to optimize energy efficiency (Pinole General Plan Goal SE.4), explore opportunities for Citywide expansion of Programs and Facilities related to energy efficiency and conservation (Pinole General Plan Policy SE.4.2), and explore funding sources and mechanisms for energy efficiency improvements for residences (Pinole General Plan Action SE.4.4.5).

The proposed interagency agreement between the County and City of Pinole will allow the County to access funding from the City to implement an Enhanced Energy Efficiency/Electrification Pilot Program in the incorporated City of Pinole. The amount specified in the agreement is not to exceed $250,000 for the period of December 12, 2023, through June 30, 2025. Most of the funding ($200,000) is allocated to issue incentives (rebates) for specific home upgrades and cover the cost of making additional home improvements that may be needed for qualifying households that participate in the County’s Weatherization Program within the City of Pinole. The interagency agreement also allocates funds to cover County costs associated with administration ($25,000) and outreach ($25,000) of the Pilot Program.

CONSEQUENCE OF NEGATIVE ACTION:

The County would not receive funding to implement and administer the Enhanced Energy Efficiency/Electrification Pilot Program for the City of Pinole. The County would also not obtain important project information that could help develop future County programs or policies to support the implementation of the County’s Climate Action Plan.

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1 Pinole Energy Enhancement Rebate Program Progress
Report
March 31, 2025
Program Activities Summary
Program staff processed a total of 28 applications as of March 31, 2025. The most popular measures were heat pump heating, ventilation, and air conditioning (HVAC) systems and heat pump water heaters.

Project Pipeline
Since the PEER Program was launched on January 1, 2024, staff received 28 completed submissions through the online application form for single-family projects. No applications have been received to date through the online application for multifamily projects.

Seven applications were deemed ineligible. Two applications were deemed ineligible due to the project scope (replacing an existing, broken induction cooktop with a new induction cooktop), one application was submitted as a general inquiry, one application was closed due to project cost, two applications were closed due to the applicants’ disinterest in pursuing a sewer lateral video inspection, and one applicant was unresponsive.

The County has issued twenty-one rebate checks totaling $110,900. 0 2
4 6
8 10
12 14
16 18
Duct Replacement
Attic Insulation
Wall Insulation
Air Conditioner
Heat Pump HVAC
Heat Pump Water Heater
Induction Cooktop/Range
Heat Pump Clothes Dryer
Electrical Panel Upgrade
Eligible Not Eligible
PEER Program Total Number of Measures by Submitted
Applications

2 Table 1. Rebates Reserved
Budget
Allocated
Rebates
Reserved
Rebates
Conditionally
Reserved
Rebates
Issued
Available
Budget
Waitlist
SingleFamily$140,000 $110,900 $29,100
Multifamily $50,000 $50,000
Note: County and City staff assessed program participation and project scopes from PEER Program Phase 1 (January 1, 2024-June 30, 2024) to inform Phase 2-eligible property types and project scopes. Aligned with the launch of Phase 2, on October 15, 2024, the original PEER Program budget was shifted. $40,000 of the $50,000 reserved for County Weatherization-eligible properties was shifted into the Single-Family Rebate Budget. The remaining $10,000 was shifted into the Program Administration Budget to cover additional County staff costs. The shift in rebate budget allocations is reflected in Table 1.

Table 2. Project Application Status Summary
Processed Ineligible/
File Closed
Conditionally
Accepted
Paid Out
Single-Family 28 7 0 21
Multifamily

3 Table 3. Project Inventory by Submitted Application
Application Address Income
Bracket
Project Status Scope of
Work
Third-Party
Incentives
Awarded
Pinole
Rebate
Awarded
Total
Project
Cost
(Before)
Total Project
Cost (After)
Energy
Savings
Therms
Savings
1 901
Sunnyview
Dr
Above
Moderate
Income
Ineligible Induction
Cooktop

N/A N/A N/A N/A N/A N/A
2 1560
Boyle Ct
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Induction
Range; Heat
Pump
Clothes Dryer
BayREN:
$500
$1,000 $5,836.08 $4,336.08 -540
kWh
23 therms
3 1668
Poquito Ct
Moderate
Income
File Closed Heat Pump
Clothes Dryer
BayREN:
$250
N/A $2,688.86 $1,988.86 N/A N/A
4 901
Sunnyview
Dr
Above
Moderate
Income
File Closed Heat Pump
Clothes Dryer
BayREN:
$250
N/A $1,567.80 $867.80 N/A N/A
5 2180 Blue
Jay Circle
Above
Moderate
Income
File Closed Duct
Replacement;
Heat Pump
HVAC; Heat
Pump Water
Heater

N/A N/A N/A N/A N/A N/A
6 1562
Mann
Drive
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
Water Heater
BayREN:
$400
$4,000.00 $9,353.00 $4,953.00 -1,630
kWh
198 therms
7 2646 Alice
Way
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC
BayREN:
$400
TECH:
$1,000
$4,500.00 $19,188.00 $13,288.00 -1,386
kWh
253.2
therms
8 2598
Henry Ave
Moderate
Income
PEER Program
Rebate Check
Issued
Duct
Replacement;
Attic
Insulation;
Wall
Insulation;
Heat Pump
HVAC
BayREN:
$2,823.25
TECH:
$1,000
$8,000.00 $32,764.00 $20,940.75 -240.95
kWh
353.135
therms
9 1253
McDonald
Dr
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC
BayREN:
$800
$8,500.00 $27,230.00 $16,930.00 -2,494
kWh
370.8
therms

4 Application Address Income
Bracket
Project Status Scope of
Work
Third-Party
Incentives
Awarded
Pinole
Rebate
Awarded
Total
Project
Cost
(Before)
Total Project
Cost (After)
Energy
Savings
Therms
Savings
Heat Pump
Water Heater
TECH:
$1,000
10 2312
Sarita Ct
Low
Income
PEER Program
Rebate Check
Issued
Heat Pump
Water Heater
BayREN:
$400
$4,000.00 $8,760.00 $4,360.00 -1,630
kWh
192 therms
11 3712
Remuda
Way
Low
Income
PEER Program
Rebate Check
Issued
Attic
Insulation;
Heat Pump
HVAC
BayREN:
$1,400
TECH:
$1,000
$5,200.00 $20,975.00 $13,375.00 -811.36
kWh
211.037
therms
12 1012
Francisca
Ct
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
Water Heater
BayREN:
$400.00
$4,000.00 $8,671.44 $4,271.44 -1,630
kWh
198 therms
13 2778
Hamilton
Drive
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
Water Heater
BayREN:
$400
$4,000.00 $8,357.00 $3,957.00 -1,630
kWh
198 therms
14 1193
Alberdan
Cir
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
Water Heater
BayREN:
$400
$4,000.00 $8,760.00 $4,360.00 -1,630
kWh
198 therms
15 546 Bantry
Rd
Low
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC; Heat
Pump Water
Heater
BayREN:
$800
TECH:
$1,000
$8,500.00 $32,850.00 $22,550.00 -2,965
kWh
451.2
therms
16 2629
Tamalpais
Drive
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC; Heat
Pump Water
Heater
BayREN:
$800
TECH:
$1,000
$8,500.00 $30,492.00 $20,192.00 -2,965
kWh
451.2
therms
17 4018
Marcas St
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC
BayREN:
$400
TECH:
$1,000
$4,500.00 $31,387.00 $25,487.00 -1,335
kWh
253.2
therms
18 2759
Goularte
Dr
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC
BayREN:
$400
TECH:
$1,000
$4,500.00 $17,390.00 $11,490.00 -1,335
kWh
253.2
therms
19 2841
Jordan
Way
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC
BayREN:
$400
$4,500.00 $31,689.00 $25,789.00 -1,335
kWh
253.2
therms

5 Application Address Income
Bracket
Project Status Scope of
Work
Third-Party
Incentives
Awarded
Pinole
Rebate
Awarded
Total
Project
Cost
(Before)
Total Project
Cost (After)
Energy
Savings
Therms
Savings
TECH:
$1,000
20 1208 Oak
Hill Court
Very Low
Income
Ineligible Induction
Range

N/A N/A N/A N/A N/A N/A
21 2575
Samuel St
Moderate
Income
Ineligible Heat Pump
HVAC; Heat
Pump Water
Heater;
Induction
Range;
Electrical
Panel
Upgrade

N/A N/A N/A N/A N/A N/A
22 3326
Pinole
Valley
Road
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC
BayREN:
$400
TECH:
$1,000
$4,500.00 $13,500.00 $7,600.00 -1,335
kWh
253.2
therms
23 2520
Brandt Ct
Moderate
Income
PEER Program
Rebate Check
Issued
Duct
Replacement;
Heat Pump
HVAC
BayREN:
$500
TECH:
$1,000
$6,700.00 $25,791.11 $17,591.11 -
1,600.61
kWh
315.396
therms
24 324 La
Salle Ct
Low
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC; Heat
Pump Water
Heater
BayREN:
$800
TECH:
$4,100
$8,500.00 $19,573.00 $6,173.00 -2,077
kWh
307.05
therms
25 774 Pine
Ave
Low
Income
PEER Program
Rebate Check
Issued
Heat Pump
Water Heater
BayREN:
$400
$4,000.00 $11,664.00 $7,264.00 -1630
kWh
198 therms
26 2621
Francis Dr
Low
Income
PEER Program
Rebate Check
Issued
Heat Pump
HVAC
TECH:
$1,000
$4,500.00 $31,442.06 $25,942.06 -
1,284.36
kWh
234.632
therms
27 2841
Goularte
Dr
Above
Moderate
Income
Unresponsive Heat Pump
HVAC;
Induction
Cooktop;
Electrical
Panel
Upgrade

N/A N/A N/A N/A N/A N/A

6 Application Address Income
Bracket
Project Status Scope of
Work
Third-Party
Incentives
Awarded
Pinole
Rebate
Awarded
Total
Project
Cost
(Before)
Total Project
Cost (After)
Energy
Savings
Therms
Savings
28 4066
Marcas St
Above
Moderate
Income
PEER Program
Rebate Check
Issued
Duct
Replacement;
Heat Pump
HVAC
TECH:
$1,500
Metal
Workers
Union
Rebate:
$250
$5,000.00 $36,730.00 $31,480.00 -1585.99
kWh
332.88
therms

7 Application Information Summary
Of the 28 applications submitted, 17 were submitted from homes located in west Pinole and 11 were submitted from homes located in east Pinole.

Based on the demographic information submitted through the PEER Program, of the 28 applications submitted to date, 17 of the projects were from households in the above moderateincome bracket, 4 projects were from households in the moderate-income bracket, 6 projects were from households in the low-income bracket, and one project was from households in the very lowincome bracket.

Of the 28 applications submitted to date, 1 household definitely would have completed their project, 6 households probably would have completed their project, 10 households might have 0 2
4 6
8 10
12 14
16 18
Above Moderate Income Moderate Income Low Income Very Low Income Eligible Project Ineligible Project
PEER Program Participants by Household Income (Submitted Applications)

8 completed their project, and 11 households probably would not have completed their project without the PEER Program. Based on this feedback, the PEER Program clearly played a role in motivating households to complete their energy efficiency/all-electric projects.

Through the online application, applicants could identify up to five different motivating factors that influenced them to undertake their project. 26 of the 28 completed applications identified the desire to transition to all-electric as a motivator. Increasing sustainability/reducing greenhouse gas emissions; replacing an old but still working appliance; and saving money were other frequently identified motivators.

Of the 28 applications, the most common sources that households learned about the PEER Program was through the City-branded mailer and their contractor. 0 2
4 6
8 10
12 Definitely Probably Maybe Probably Not Definitely Not Eligible Not Eligible
Would you have completed the project without the PEER
Program?
2 17
17 26
19 2
Replacing broken appliance
Replacing old, but still working appliance
Saving money
Desire to transition to all-electric
Increasing sustainability/reducing greenhouse gas emissions Other
Motivation to Undertake Project

9 Marketing and Outreach
Webpage Activity
Webpage traffic to the PEER Program webpage peaked in the spring of 2024.

Budget
Staff Time
County staff coordinate with BayREN and MCE staff on an ongoing basis to provide PEER Program updates and identify opportunities to collaborate; correspond with interested residents, property 14 1
4 3
1 10
1 2
City Mailer City Flyer City E-Newsletter
City Social Media City Website Contractor
Friend/Neighbor Another Rebate Program
Lead Source

10 owners, and contractors via email and phone to walk them through the steps necessary to participate in the PEER Program; prepare program marketing and outreach materials; and process submitted applications.

Staff time was spent on the PEER Program contract amendment in anticipation of additional funds to support the program through the City’s California Energy Commission Local Government Building Decarbonization Challenge grant award and a supplemental form for additional document submissions. Staff updated existing marketing and outreach materials in preparation of a Q2 multifamily property owner outreach campaign in collaboration with the Contra Costa County BayREN Multifamily Program lead. Staff created an additional form for applicants to submit supplemental or corrected documents in response to applicant feedback about difficulty submitting additional or resubmitting corrected documents through the primary form.

As of March 31, 2025, $45,557.79 of the program administration budget for the PEER Program agreement has been spent.

Marketing and Outreach
As of March 31, 2025, $15,171.52 of the marketing and outreach budget for the PEER Program agreement has been spent on printed materials and postage.

Conclusions
All applications submitted as part of Phase 1 have been processed and paid out. 0 5
10 15
20 25
30 January
February
March
April
May
June
July
August
September
October
November
December
January
Application Date Total Applications
Applications by Submittal Date

CITY COUNCIL
REPORT 9.D.

DATE: JULY 1, 2025
TO: MAYOR AND COUNCIL MEMBERS
FROM: Lilly Whalen, Community Development Director, 510-724-9832, [email protected]
Keith Marks, Chief Building Official, 510-724-9016, [email protected] SUBJECT: RESOLUTION ACCEPTING A CAPACITY-BUILDING MICROGRANT FROM

AARP TO SUPPORT EDUCATIONAL WORKSHOPS FOR THE PINOLE

ACCESSIBLE LIVING (PAL) PROGRAM

RECOMMENDATION
Adopt a resolution (Attachment A) authorizing the City Manager to accept a $2,500 microgrant from AARP and execute any related agreements to support a series of educational workshops under the City’s Pinole Accessible Living (PAL) Program

BACKGROUND
In March 2025, the City of Pinole applied for two funding opportunities through the AARP Community Challenge: a flagship grant to support permit fee waivers for accessibility upgrades, and a capacity-building microgrant to fund a series of educational workshops under the Pinole Accessible Living (PAL) Program. While the City was not selected for the flagship award, AARP awarded the City a $2,500 microgrant to support the educational component of the PAL Program. Although the agreement (Attachment B) was required to be signed by the City Manager prior to June 11, the grant award was embargoed until AARP’s public announcement on June 18. As a result, staff is bringing this item to the next available City Council meeting for formal acceptance.

REVIEW AND ANALYSIS
The awarded microgrant will support a series of six interactive workshops from August through November 2025, designed to help older adults and individuals with disabilities make their homes safer, more accessible, and better suited for aging in place. Each session will draw on the AARP HomeFit Guide and feature expert speakers and local partners. Translation needs will be assessed for both print materials and in-person workshops.

Workshops will be held at the Pinole Senior Center and recorded by PCTV for repeat broadcast, extending their reach to the broader community. The City will promote the series through multiple outreach channels, including flyers at key public locations, announcements at community events, televised segments on PCTV, articles in The Pulse and Rec & Roll, posts on the City’s website and social media, and promotion through the Pinole Senior Center and its partner networks. Additional outreach will take place through Pinole Library and via emails

using the City’s permitting system contact lists.

The tentative workshop schedule and draft topics are as follows:

Following each workshop, the City will distribute participant surveys to evaluate the program’s impact. The surveys will measure attendee satisfaction, knowledge gained, and whether participants plan to—or have already started—making accessibility improvements in their homes. To further assess outcomes, staff will include a question on building permit applications to identify whether a workshop inspired the project. This tracking will continue through calendar year 2026 to support the collection of meaningful metrics for future grant applications and program development.

By December 15, 2025, all grant activities will be completed, and a final After-Action Report will be submitted to AARP by December 31, 2025.

FISCAL IMPACT
The grant provides $2,500 to support program implementation. No General Fund match is required. Funds will be used for speaker stipends, facility rental, translation services, outreach materials, and participant comfort support (e.g., light refreshments). Acceptance of this microgrant poses no financial risk to the City.

ATTACHMENTS
A. Resolution
B. Exhibit A- Pinole AARP Agreement
C. Capacity Grant Application AARP-PAL

RESOLUTION NO. 2025-XXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PINOLE ACCEPTING

A CAPACITY-BUILDING MICROGRANT FROM AARP TO SUPPORT

EDUCATIONAL WORKSHOPS FOR THE PINOLE ACCESSIBLE LIVING (PAL) PROGRAM THROUGH CALENDAR YEAR 2025
WHEREAS, AARP established the Community Challenge grant program to support quick-action projects that make communities more livable for people of all ages; and WHEREAS, the City of Pinole submitted a proposal for both flagship and microgrant funding to support the PAL Program, a City-led initiative focused on increasing home accessibility and supporting residents’ ability to age in place; and WHEREAS, the City was awarded a $2,500 capacity-building microgrant to conduct six educational workshops for older adults and individuals with disabilities, covering topics such as universal design, permitting, and home safety; and
WHEREAS, the City continues to seek funding sources to implement the permit fee waiver component of the PAL Program, but finds value in moving forward with the educational element as many accessibility improvements do not require a permit; and WHEREAS, the City, by way of the Community Development Department, agrees to carry out the activities outlined in the grant agreement incorporated herein as Exhibit A, and submit a final after-action report by December 31, 2025.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Pinole hereby accepts the $2,500 microgrant from AARP and authorizes the City Manager, or her designee, to execute all documents necessary to implement the grant.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Pinole held on the 1st day of July, 2025, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

I hereby certify that the foregoing resolution was regularly introduced, passed, and adopted on the 1 st day of July, 2025.
___________________________________
Heather Bell, CMC

City Clerk

May 15, 2025
AARP Community Challenge Microgrant Agreement

This AARP Community Challenge Microgrant Agreement (“Agreement”) serves as an agreement between AARP, a social welfare organization located at 601 E Street NW, Washington, DC 20049, and City of Pinole, a municipality, located at 2131 Pear Street, Pinole, California 94564 (“Organization”).

Whereas, AARP wishes to grant Organization funding for the purposes set forth herein, and Organization wishes to perform the grant activities described herein. Therefore, in consideration of the mutual promises and advantages to the parties (the receipt and sufficiency of which are hereby acknowledged), the parties agree as follows.

1. Agreement Contacts. The AARP contact person for this Agreement is Mike Watson, and the Organization contact person is Lilly Whalen.

2. Funding. AARP shall provide Organization with a one-time payment of grant funding in the amount of $2,500.00 (“Grant Funds”).

3. 50+ Focus. Organization will use the Grant Funds to improve the local community with a focus on the needs of people age 50+ through the execution of the Grant Activities (defined below).

4. Project Timeline and Reporting Requirements. Organization will perform the Grant Activities described herein between the date of execution of this Agreement and December 15, 2025, at 11:59 p.m. (“Grant Period”). Organization agrees to submit to AARP a financial and programmatic afteraction report (“AAR”) provided by AARP, which is incorporated herein by reference, on or before December 31, 2025 (“AAR Deadline”). The AAR will detail all progress or achievement of the Grant Activities described herein and must include a description of Grant Activity outputs and outcomes. It may include personal stories from residents who have benefited from the community improvements, which AARP and its grantors may publicize and distribute without limitation. The AAR may also include an itemized listing of any and all expenditures and drawdowns of the Grant Funds made during the Grant Period. Organization will submit the AAR with visuals (photos and/or video).

Organization agrees that the submission of the AAR at the conclusion of the project is required by the AAR Deadline and failure to submit the AAR will result in the removal from the AARP website until the time of submission, and non-completion will disqualify an applicant from future AARP Community Challenge grant programs.

5. Scope of Grant and Anticipated Activities to Be Funded. Organization shall use the Grant Funds to undertake the following activities in Pinole, California during the Grant Period and achieve the following deliverables (collectively “Grant Activities”):

A. HomeFit Modifications. Implement educational offerings and modifications to make homes safe and comfortable (especially for people age 50+) informed by the AARP HomeFit Guide (available at https://www.aarp.org/livable-communities/housing/info-2020/homefit-guide.html) Docusign Envelope ID: 09562465-202C-4FD9-9330-3BE3B5A8326F

and with support from RL Mace Universal Design Institute, a nonprofit organization focused on making the built environment easier to use and safer to live in for everyone at all ages and stages of life.
i. Organization will host six (6) educational trainings about how to make homes safer and more comfortable for people of all ages (with participation targeted to people 50-plus). ii. Organization will endeavor to engage a total of 120 community members to attend the trainings and/or participate in simple home modifications and easy home safety and accessibility solutions (with participation targeted to people 50-plus). iii. Organization will document simple modifications and/or accessible safety solutions through six (6) resources (e.g., displays, photos, videos, press releases, social media, etc.) for dissemination to community for increased awareness and adoption.

6. Grant Activity Related Content and Representations and Warranties. Organization agrees that the Grant Activities and all materials created and distributed in connection with the Grant Activities will be nonpartisan, will not be in support of or opposition to any political candidate, and will not promote a for-profit, a product or for-profit service. Organization represents and warrants that such materials will not contain any matter that is defamatory, unlawful, or in any way infringes, invades, or violates any right of any person or entity, including privacy, publicity, copyright, and trademark.

7. Term and Termination. The effective date of this Agreement will be the date of execution, and the Agreement shall automatically terminate on December 31, 2025 (“Term”). The Agreement may be terminated by AARP at any time and for any reason upon written notification to Organization. In such event, Organization shall return all unexpended portions of the paid Grant Funds to AARP with receipts and other documentation to substantiate the returned amount within forty-five (45) days of written receipt of early termination from AARP, and AARP shall have no further obligation to provide Organization with any Grant Funds.

8. Insurance. Organization is responsible for all Grant Activities performed under this Agreement.

Organization will maintain insurance coverage sufficient to cover the activities, risks, and potential omissions of the Grant Activities in accordance with generally accepted industry standards and as required by law. Organization may self-insure to meet the minimum insurance requirements of this section. Organization will also ensure contractors, agents, subcontractors, and providers of services engaged by Organization to perform services under this Agreement shall maintain insurance coverage consistent with this section.

9. Indemnification. To the extent allowable by applicable law, each party (the “Indemnifying Party”) shall defend, indemnify, and hold harmless the other party, its affiliates, and their respective partners, officers, employees, directors, agents, and representatives (each of whom is an “Indemnified Party”) against all liability, loss, suits, penalties, claims or actions, including any costs, damages, expenses (including attorneys’ fees and court costs), judgments, settlements or other liabilities, of every name and description brought by a third party in connection with the performance of this Agreement by the Indemnifying Party except to the extent caused by the gross negligence or willful misconduct of the Docusign Envelope ID: 09562465-202C-4FD9-9330-3BE3B5A8326F

Indemnified Party. The termination or expiration of this Agreement will not affect the continuing obligations under this provision.

10. Trademark Use. Organization agrees that it will acknowledge AARP funding support of its Grant Activities using AARP-provided branding and language and in compliance with the Community Challenge Promotional Toolkit provided by AARP, which is incorporated herein by reference. AARP grants Organization the nonexclusive right to use its name and logo at no cost only in connection with the Grant Activities and in compliance with the Community Challenge Promotional Toolkit provided by AARP. In connection with the Grant Activities and AARP’s promotion thereof, Organization grants AARP the nonexclusive right to use its name and logo at no cost in connection with the Grant Activities mentioned above. All trademark licensee grants under this section are non-transferable and Organization shall not create any new use of the AARP trademark upon expiration or termination of this Agreement.

11. No Collection of AARP Member Data. At no time shall Organization collect or maintain any information from individuals involved in the Grant Activities that shall directly or indirectly identify such individuals as AARP members, member-prospects, or individuals interested in AARP.

12. General Terms. This Agreement represents the entire Agreement between Organization and AARP and can only be amended in writing with a document signed by both parties. If there are any conflicts between any forms or documents exchanged by the parties, the terms and conditions of this Agreement will control. The parties agree that this Agreement will be governed by the Laws of the State of California without regard to District of Columbia conflict of laws statutes/rules. If any portion of this Agreement is declared illegal, void or otherwise unenforceable, the remaining provisions will not be affected but will remain in full force and effect.

The parties agree that electronic and/or digital signatures are valid and enforceable. If the above correctly reflects your understanding, please sign below and return a signed copy to the AARP contact person shown in Section 1.

Sincerely,
Mike Watson, Director, Livable Communities
ACCEPTED AND AGREED TO ON BEHALF OF ORGANIZATION:

Signature: _____________________________________________ Date: _______________ Printed name and title: _______________________________________________________ Docusign Envelope ID: 09562465-202C-4FD9-9330-3BE3B5A8326F Kelcey Young City Manager
6/11/2025

Page: Basic Information
Category
Capacity-Building Microgrant
Capacity-Building Microgrant Application

1. Common name of Applicant Organization (Max: 60 characters) City of Pinole
Legal Name of Applicant Org
Organization Street Address
2131 Pear Street
Organization Street Address Line 2
Organization City
Pinole
Organization State
California
Organization Zip / Postal Code
94564
Organization's Project Manager First / Last Name
Lilly Whalen
Application: 26157
City of Pinole
Started at: 3/4/2025 04:17 PM - Finalized at: 3/4/2025 04:38 PM

Organization's Project Manager Title
Community Development Director
Organization's Project Manager Phone
+1 510-954-6450
Organization's Project Manager Email
[email protected]

4. Organization Tax Status
A municipality

5. Organization Federal Tax Identification Number
946000394
Website
www.pinole.gov
X Handle (formerly Twitter)
@PinoleCA
Facebook Page Name
@CityofPinole

7. Has your organization applied for an AARP Community Challenge previously? No - Did not apply

8. How did you hear about this grant opportunity?
Word of mouth in the community
Page: Community Details
Note: This information is for AARP's internal analysis only, and will not be used in award information, etc.

City
Pinole

County
CA
State
California
Zip Code
94564

10. Would you describe this community as:

Urban

11. How many residents do you estimate will directly benefit from the project per year? 120
Please estimate the percentage (%) of those residents that are age 50 or over:
100
Residents - Please explain:

We estimate that 120 residents will directly benefit from the PAL Program’s educational workshop series per year. The workshops will provide practical guidance on home accessibility modifications, universal design, and financial resources, equipping attendees with the knowledge to make informed housing decisions. Additionally, we anticipate that at least 10-20 participants will apply for permit fee waivers after attending a workshop, leading to direct accessibility upgrades in their homes. Many others will implement home improvements independently based on workshop insights. By recording attendance numbers, participant feedback, and home modifications resulting from workshop participation, the City will track the long-term impact of these educational efforts on housing accessibility in Pinole.

12. This project will primarily reach residents living:

Across more than one neighborhood
Page: Microgrant Project Details

13. Microgrant Project Category
HomeFit® Guide Modifications – Implement education, simple home modifications and accessible safety solutions to create and maintain “lifelong homes” (especially for people age 50-plus), with support from RL Mace Universal Design Institute and using the AARP HomeFit® Guide.

AARP Publications
AARP HomeFit® Guide (Chinese)
AARP HomeFit® Guide (Chinese) Quantity
15 18. HomeFit® Modifications Category Deliverables:

Organization will host ## educational trainings about how to make homes safer and more comfortable for people of all ages (with participation targeted to people 50-plus)., Organization will engage ## of community members to attend the trainings and/or participate in simple home modifications and easy home safety and accessibility solutions (with participation targeted to people 50-plus)., Organization will document simple modifications and/or easy home safety and accessibility solutions through ## resources (e.g., displays, photos, videos, press releases, etc.) for dissemination to community for increased awareness and adoption., Other HomeFit® Educational Trainings Quantity:
6 HomeFit® Community Members Quantity:
120
HomeFit® Resources Quantity:
6 HomeFit® Other Quantity:
10 Please Describe HomeFit® Other:

We anticipate at least 5-10 permit applications will originate from workshop attendance, as participants gain knowledge on accessibility modifications and apply for permit fee waivers.

Applications will be tracked to measure how the workshops lead to real home improvements.

14. Project Short Summary
The PAL Program will host 6 workshops to educate 120 older adults and individuals with disabilities on universal design and home accessibility solutions. Attendees will learn how to make their homes safer and navigate the permitting process. At least 5-10 participants are expected to apply for permit fee waivers for accessibility upgrades. Educational materials, demonstrations, and expertled discussions will empower residents to make informed housing decisions and safely age in place.

15. The Need
Many older adults and individuals with disabilities in Pinole face financial and informational barriers to making their homes safer. Permit fees and lack of knowledge about home modifications prevent accessibility upgrades. The PAL Program’s workshops will equip 120 residents with the resources and guidance needed to navigate modifications and apply for permit fee waivers, ensuring more people can age in place safely and affordably.

16. Additional Project Activities
YES
AARP Community Challenge projects should be quick-action in nature and able to be completed by December 15, 2025. Please provide a brief project timeline using the month boxes below. Be sure to include time to receive any municipal approvals, land-use agreements, request for proposals/contractor bidding process and approvals, impact of potential weather (heat, cold, rain), supply chain lead time, etc.

NOTE: We anticipate that grantees will receive selection notifications in May and payment in June/July. Projects must be completed by December 15 and After-Action Reports are due December 31, 2025. Please see Your Questions Answered for more information on the grant cycle timeline.

June:

Grant funds received. Begin planning logistics: secure venue, confirm speakers, and develop workshop materials.

July:

Launch outreach efforts via senior newsletters, social media, direct mail, and partnerships with local nonprofits.

August:
1st workshop held: Foundations of Universal Design – An introduction to aging-in-place modifications and key accessibility principle
September:
2nd workshop: Making Homes More Accessible – Step-by-step guidance on installing grab bars, ramps, and stair lifts & 4th workshop:Navigating the Permitting Process – Understanding when permits are required&how to apply for home accessibility upgrades

October:
4th: Energy Efficiency – Tips for improving insulation, air sealing, and upgrading windows and HVAC systems. 5th: Hiring Contractors – How to find reputable professionals, manage costs, and ensure quality work
November:

Final workshop held: Home Safety and Emergency Preparedness – Creating a safer home environment, including fire safety, emergency exits, and fall prevention.

December:

Collect surveys to track how knowledge leads to home modifications. Dec 15: Complete grant activities. Dec 31: Submit After-Action Report to AARP with attendance data, feedback, permit applications, and documented home improvements.

Page: Microgrant Project Narrative and Budget

19. Community Engagement
The City of Pinole has long engaged older adults in livability efforts through the Pinole Senior Center, housing workshops, and accessibility initiatives. Residents 50+ have shaped policies on housing, mobility, and aging in place. For this project, the City will partner with local nonprofits, senior advocates, and volunteers to promote workshops, assist with registration, and support outreach. Attendees will provide feedback on home modifications, ensuring continued engagement in accessibility solutions.

20. Older Adults
The PAL Program will equip residents 50+ with knowledge on home accessibility, universal design, and affordable modifications to help them age in place safely. Through six workshops, 120 older adults will gain practical guidance on making homes safer and more comfortable. The program will also connect participants to permit fee waivers, reducing financial barriers to accessibility upgrades. By providing expert insights, resources, and peer engagement, the project empowers older adults to make informed home modification decisions

21. Role of Volunteers
Yes

Please explain how volunteers will be involved in implementing the project:

Yes, volunteers will play a key role in implementing the PAL Program. Community volunteers, including older adults from the Pinole Senior Center and local advocacy groups, will assist with outreach, workshop logistics, and participant support. Volunteers will help promote workshops, register attendees, and facilitate discussions. They will also assist in tracking workshop impact, gathering participant feedback, and ensuring accessibility resources reach those in need, strengthening community engagement.

Will volunteers age 50 and older play a role in implementing the project? Yes
Please Explain:

Yes, volunteers age 50 and older will play a key role in implementing the PAL Program.

Older adult volunteers from the Pinole Senior Center, local nonprofits, and advocacy groups will be actively involved in workshop outreach, logistics, and participant support. Their lived experience with aging-in-place challenges makes them trusted messengers, encouraging participation among their peers.

These volunteers will help promote workshops, register attendees, and assist with workshop facilitation by sharing their own experiences with home modifications. They will also support data collection efforts, helping track participant feedback, permit applications originating from workshops, and home improvements inspired by the program.

By engaging 50+ volunteers, the PAL Program fosters peer-driven learning, strengthens community connections, and ensures accessibility resources reach those who need them most.

22. Diversity, Equity, and Inclusion
Yes
Please select the one or two who will be primarily impacted:

People with Disabilities

Please describe how the effort benefits or engages this population (including any emphasis on people 50-plus and their families).

Yes, the PAL Program will focus on and benefit historically marginalized populations, particularly older adults with disabilities and low-income residents.

The PAL Program’s workshops will engage and educate older adults, individuals with disabilities, and their families on home accessibility modifications, universal design, and financial resources.

Many of these residents face economic and mobility challenges, making it difficult to navigate the permitting process or afford accessibility upgrades. By providing free educational sessions and connecting residents with permit fee waivers, the program ensures that low-income and disabled older adults have access to critical home modifications that support aging in place safely and affordably.

The City of Pinole will conduct targeted outreach through the Pinole Senior Center, disability advocacy organizations, and local nonprofits to ensure that these populations are aware of the program and can participate. Volunteers, including 50+ community members, will assist with outreach, workshop facilitation, and peer support, ensuring an inclusive and accessible learning environment.

By removing financial and knowledge barriers, the PAL Program advances housing equity and ensures that older adults with disabilities and those from historically underserved communities can live safely, independently, and with dignity in their homes.

23. Liability Insurance
Yes

24. Project Budget Breakdown
The PAL Program’s educational workshop series will use the $2,500 microgrant to fund guest speaker stipends, outreach and marketing efforts, and participant comfort support to ensure workshops are engaging, accessible, and well-attended.

Guest Speaker Stipends ($1,800) – Six subject matter experts will receive a $300 stipend each to present on topics including universal design, home modifications, accessibility planning, and contractor selection.

Marketing & Outreach ($400) – Funds will support printing materials (flyers, workshop guides) and advertising costs to promote the workshops through senior newsletters, direct mail, social media, and community partners.

Workshop Comfort Support ($300) – To ensure an inclusive and welcoming experience, funds will provide light refreshments (food and drinks) for participants at each session.

This funding will allow the City of Pinole to host six interactive workshops, equipping 120+ older adults and individuals with disabilities with the knowledge and resources to improve home accessibility and age in place safely.

25. Livable Newsletter Consent
YES, I consent

26. Other Funding
Yes
An opportunity for other possible AARP funding. Please note that by submitting a proposal for the AARP Community Challenge initiative, you and your organization give AARP permission to reach out to you and others at your organization about other possible AARP funding opportunities that your proposal may be eligible for based on the AARP Community Challenge criteria. However, please note that AARP is not obligated in any way to consider your proposal for any additional AARP funding.

Page: Notification

When you SUBMIT this application, you will receive a confirmation email within the hour.

Please make sure to check your spam folder if you do not see it. If you do NOT receive a submission confirmation, you have NOT submitted successfully. Please go back and make sure you completed ALL required questions and did not go over the text box character limits.

All applicants will be notified of their selection by email in May 2025. To receive funding, selected applicants must execute and return a binding Memorandum of Understanding and completed financial forms to the AARP National office in a timely manner.

TERMS AND CONDITIONS
If you submit this application, you agree on behalf of yourself and your organization to release AARP and its affiliates and their respective officers, directors, employees, contractors, agents and representatives from all liability associated with submission and evaluation of your organization’s application.

By submitting an application to AARP, the applicant agrees that:

The decisions of AARP regarding the eligibility of applicants and the validity of entries shall be final and binding.

All submissions will be judged by AARP, whose decisions and determinations as to the administration of the award and selection of award recipients are final.

AARP has the right, in its sole discretion, to cancel, or suspend the award.

All projects and applications shall not violate any third-party rights.

Except where prohibited by law, participation in the AARP Community Challenge constitutes the Applicant’s consent to AARP’s use of the organization’s name and corporate logo, street address, city, state, zip code, county, and names, likenesses, photographs, videos, images, and statements made or provided by the Applicant’s representatives regarding the award for promotional purposes in any media without further permission, consent, payment or other consideration in perpetuity.

For the Flagship and the Demonstration Grant, the organization agrees to carry and maintain comprehensive general liability and professional liability in an amount not less than one million dollars ($1,000,000) and workers’ compensation insurance in an amount as required by applicable law covering all personnel engaged in the execution of the grant.

For the Capacity-Building Microgrant, the organization agrees to carry and maintain comprehensive general liability insurance in an amount that’s appropriate to cover the potential liability of the project as determined by the organization.

All promotional materials (such as newsletters, press releases), events and signage related to the funded project will include a statement indicating that support was received from AARP and Community Challenge supporters as required by AARP.

The organization is required to capture photos, videos and/or stories from the project. As the organization captures photos, videos and/or stories from the project, if an identifiable individual appears in the photos, videos and/or stories, the organization is responsible for having him/her sign the AARP General Release. (This document is provided to grantees with the Memorandum of Understanding and other required paperwork). In addition, the organization should not include any element in photos or videos provided to AARP that may violate third party rights, such as artwork and trademarks in text and logo other than those owned by the organization and AARP.

The organization may be asked to send work-in-progress photos to AARP upon request. Following the grant period, grantees are required to respond to periodic requests for updates from AARP.

The submission of the After-Action Report at the conclusion of the project is required by the deadline. Failure to submit the required report will result in the removal from the AARP website until the time of submission, and noncompletion will disqualify an applicant from future AARP Community Challenge grant programs.

AARP and its affiliated organizations, subsidiaries, agents and employees are not responsible for late, lost, illegible, incomplete, stolen, misdirected, illegitimate, or impermissible submissions or any other error whether human, mechanical or electronic.

CITY COUNCIL
REPORT 9.E.

DATE: JULY 1, 2025
TO: MAYOR AND COUNCIL MEMBERS
FROM: Lilly Whalen, Community Development Director, 510-724-9832, [email protected]
David Hanham, Planning Manager, 510-724-9842, [email protected] SUBJECT: RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE AMENDMENT NO. 4 TO THE AGREEMENT WITH MICHAEL BAKER

INTERNATIONAL TO SUPPORT ADDITIONAL OUTREACH FOR THE

SAFETY AND HEALTH & ENVIRONMENTAL JUSTICE ELEMENTS

RECOMMENDATION
Adopt the attached resolution (Attachment A) authorizing the City Manager to execute Amendment No. 4 (Attachments B & C) to the Consulting Services Agreement with Michael Baker International, increasing the contract amount by $5,000 to support additional community outreach related to the update of the City’s Safety Element and the development of the Health & Environmental Justice Element.

BACKGROUND
In March 2022, the City entered into an agreement with Michael Baker International (MBI) to update the Housing, Safety, and Health & Environmental Justice (Health & EJ) Elements of the General Plan (Attachment D). Amendments Nos. 1–3 (Attachment E) extended the term of the contract. Much of the Safety and Health & EJ work was developed in tandem with the Housing Element during 2022–2023. However, following the adoption and certification of the Housing Element in 2023, work on the Safety and Health & EJ Elements was temporarily paused to prioritize implementation of time-sensitive housing programs.

Staff has recently resumed work on these elements, updated content to reflect current conditions (such as new Cal Fire mapping and participation in the countywide Hazard Mitigation Plan), and initiated required consultations. MBI is now preparing the Public Review Drafts of the Safety and Health & EJ Elements with the goal of bringing them forward for adoption in fall 2025.

REVIEW AND ANALYSIS
The original scope of work for the $481,360 contract with Michael Baker International included preparation of the City’s 6th Cycle Housing Element and updates to the Safety and Health & Environmental Justice Elements of the General Plan. At a very high level, this work entailed:

• Housing Element research, public engagement, site inventory, policy development, and HCD review and certification
• Safety Element updates in compliance with Senate Bill 379, including climate vulnerability and adaptation analysis
• Development of the Health & Environmental Justice Element in compliance with Senate Bill 1000
• Integration of Affirmatively Furthering Fair Housing (AFFH) requirements • Hearings and adoption support for all three elements
While the Housing Element work was completed and certified in 2023, remaining tasks under the contract include:
• Finalization of the Safety and Health & Environmental Justice Elements (Public Review and Final Deliverables)
• AB 2140 coordination with Cal OES (to align the Safety Element with the County’s Hazard Mitigation Plan)
• Virtual support for one Planning Commission and one City Council hearing To enhance engagement during the final phase of this work, staff recommends an additional community workshop focused on the Safety and Health & Environmental Justice Elements.

This outreach would be hosted in-person in Pinole with virtual consultant support. MBI has submitted a scope of services (Attachment C) to conduct this additional work for a fixed fee of $5,000.

This amendment brings the total contract amount from $481,360 to $486,360 and will help ensure inclusive participation ahead of final adoption in fall 2025.

FISCAL IMPACT
The proposed Amendment No. 4 increases the contract amount with Michael Baker International by $5,000, from $481,360 to $486,360, to support additional community outreach related to the Safety and Health & Environmental Justice Elements.

The adopted FY 2025–26 budget includes $19,000 specifically allocated for completion of these elements. This amount is sufficient to cover the remaining contract balance of $13,851.60, as well as the $5,000 outreach amendment. Therefore, no additional appropriation or supplemental funding is required, and this action will not result in any new fiscal impact to the General Fund or Planning and Building Fund.

ATTACHMENTS
A. Resolution
B. Exhibit A MBI Amendment No 4
C. Exhibit A to Attachment B- Pinole Additional Work Request Scope #1 (002) D. Housing-Safety-Health-EJ Update MBI Original Contract 2022 E. Amendments No 1-3

ATTACHMENT A
RESOLUTION NO. 2025-XX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PINOLE
AUTHORIZING THE CITY MANAGER TO EXECUTE AMENDMENT NO. 4 TO THE

AGREEMENT WITH MICHAEL BAKER INTERNATIONAL TO SUPPORT

ADDITIONAL COMMUNITY OUTREACH FOR THE SAFETY AND HEALTH &

ENVIRONMENTAL JUSTICE ELEMENTS
WHEREAS, the City of Pinole entered into a Consulting Services Agreement with Michael Baker International (MBI) on March 9, 2022, for the preparation of the City’s Housing, Safety, and Health & Environmental Justice Elements as part of the General Plan Update, for a not-to-exceed amount of $481,360; and
WHEREAS, the Agreement has been previously amended three times to extend the contract term through December 31, 2025; and
WHEREAS, the Housing Element was adopted and certified in 2023, while work on the Safety and Health & Environmental Justice Elements was temporarily paused to allow implementation of time-sensitive housing programs; and
WHEREAS, the City has recently resumed this work and intends to complete the Safety and Health & Environmental Justice Elements for public review and adoption in fall 2025; and WHEREAS, staff recommends adding a public workshop to broaden community outreach during the final phase of the process; and
WHEREAS, Michael Baker International has submitted a scope of services for this additional outreach effort at a fixed fee of $5,000; and WHEREAS, the adopted FY 2025–26 budget includes $19,000 specifically allocated for the completion of the Safety and Health & Environmental Justice Elements, and no additional appropriation is required;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Pinole as follows:

Section 1: The City Council approves Amendment No. 4, Exhibit A incorporated herein, to the Consulting Services Agreement with Michael Baker International, increasing the not-to-exceed contract amount by $5,000, for a total revised amount of $486,360.

Section 2: The City Manager is hereby authorized to execute Amendment No. 4 and any related documents necessary to implement this action.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Pinole held on the 1st day of July, 2025, by the following vote:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

ABSTAIN: COUNCILMEMBERS:

I hereby certify that the foregoing resolution was regularly introduced, passed, and adopted on the 1 st day of July, 2025.
___________________________________
Heather Bell, CMC
City Clerk

AMENDMENT No. 4 TO THE

CONSULTING SERVICES AGREEMENT

BETWEEN THE CITY OF PINOLE AND

THE MICHAEL BAKER INTERNATIONAL
This Fourth Amendment to the Consulting Services Agreement dated March 9, 2022 (the “Agreement”), between the City of Pinole, a general law city and municipal corporation, (“City”) and Michael Baker International (MBI) (“Consultant”) (together sometimes referred to as “Parties”) is approved as of the date executed below.

RECITALS
WHEREAS, the Parties entered into the Agreement to provide consulting services for the City’s Housing, Safety, and Health & Environmental Justice Elements; and
WHEREAS, the original contract amount was Four Hundred Eighty-One Thousand Three Hundred Sixty Dollars ($481,360); and
WHEREAS, the Agreement was previously amended three times to extend the term of services, most recently through December 31, 2025; and WHEREAS, the City has reinitiated work on the Safety and Health & Environmental Justice Elements and desires to expand community outreach during the public review process; and
WHEREAS, Consultant has submitted a scope of services dated May 16, 2025, to virtually support a public workshop in support of the Safety and Health & Environmental Justice Elements for a fixed fee of Five Thousand Dollars ($5,000); and
WHEREAS, the Parties wish to amend the Agreement to increase the total compensation accordingly; and
WHEREAS, any increase to the total compensation under the Agreement must be made in writing and signed by both Parties, as provided for in Sections 2.4 and 8.3 of the Agreement.

NOW, THEREFORE, in consideration of the mutual covenants contained herein and good and valuable consideration the receipt and sufficiency of which are hereby acknowledged, the Parties agree as follows:

1. Amendment to Compensation. Section 2 of the Agreement is hereby amended to increase the total not-to-exceed compensation by Five Thousand Dollars ($5,000), for a revised total contract amount of Four Hundred EightySix Thousand Three Hundred Sixty Dollars ($486,360).

2. Additional Scope of Services. The Agreement is amended to incorporate the additional outreach scope of work outlined in the document titled “Scope of Services for the City of Pinole Safety/EJ Outreach Services (Additional Work Request)” dated May 16, 2025 (attached as Exhibit A to this Amendment).

3. Effect of Amendment. Except as specifically amended herein, all terms and conditions of the Agreement, as previously amended, shall remain in full force and effect. In the event of any conflict between this Amendment and the Agreement, this Amendment shall control.

The Parties have executed this Amendment to the Agreement as of the date signed by the City.

City of Pinole Contractor, Michael Baker International
____________________________ _______________________
Kelcey Young, City Manager Trudi Lim, Sr. Vice President, Western Regional Director

Dated: _____________________ Dated: __________________
Attest:
___________________________________
Heather Bell, City Clerk
Approved as to Form:
___________________________________
Eric S. Casher, City Attorney

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Scope of Services and Cost Proposal
TO: David Hanham, Planning Manager – City of Pinole
FROM: Noelle Anderson, Project Manager, Michael Baker International Michael Yaffe, Department Manager – Planning, Michael Baker International Richard Beck, Office Executive/Vice President Michael Baker International DATE: May 16, 2025
SUBJECT: Scope of Services for the City of Pinole Safety/EJ Outreach Services (Additional Work Request)
Michael Baker International, Inc. (Michael Baker) is pleased to submit the following Additional Work Request (AWR) for continued services on the City’s Safety Element and Environmental Justice Element.

This scope includes additional outreach servcies prior to Safety and Environmental Justice Element public review, hearings and adoption. Based on our coordination, please find below a description of our scope of services and cost proposal.

Scope of Work
Michael Baker International (MBI) will facilitate a virtual outreach meeting focused on the Safety and Environmental Justice (EJ) Element of the City of Pinole’s General Plan. The purpose of this meeting is to inform and engage community members, gather feedback, and document input to support the Public Review Draft Safety/EJ Element. The meeting will be hosted on a virtual platform such as Zoom, last approximately 90 minutes, and be facilitated by two MBI staff members. Attendees will include community stakeholders, City staff, and members of the public.

In preparation for the meeting, MBI will coordinate with City staff to finalize logistics, including the date, time, and platform. Presentation slides will be prepared to cover an overview of the Safety and EJ Element, key issues and opportunities, and community input goals. A meeting agenda and facilitator talking points will also be drafted. Deliverables for this phase include finalized outreach materials, the presentation slide deck, and the facilitation guide.

During the meeting, MBI will host and moderate the session, present key content, facilitate discussion, manage Q&A, and provide live technical support. Real-time documentation of participant input and questions will be captured. Following the meeting, MBI will prepare a summary memo that includes an attendance list, a summary of the discussion and community feedback, and any relevant screenshots or recordings. Deliverables will include a draft and final meeting summary memo and annotated presentation slides, if applicable.

This scope assumes that the City will distribute outreach materials through its communication channels

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and that any interpretation or translation services will be coordinated separately. All materials will be delivered in digital format.

Budget
Michael Baker will complete these services on a fixed-fee, total not to exceed $5,000.00.

Our team is available to initiate work as soon as notice to proceed is issued. If you have any additional questions, please contact Noelle Anderson at (949) 633-6183 or [email protected] Sincerely,
MICHAEL BAKER INTERNATIONAL, INC.

Richard Beck, Principal-in-Charge
Vice President – Office Executive
(949) 855-3687
[email protected]
Noelle Anderson, Project Manager
Planning Department
(949) 633-6183
[email protected]

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Consulting Services Agreement between City of Pinole
and Michael Baker International
March 9, 2022

CONSULTING SERVICESAGREEMENT BETWEEN

THE CITY OF PINOLE AND

MICHAEL BAKER INTERNATIONAL
THIS AGREEMENT for consulting services is made by and between the City of Pinole (“City”) and Michael Baker International, Inc. (“Consultant”) (together sometimes referred to as the “Parties”) as of March 9, 2022 (the “Effective Date”) in Pinole, California.

Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.

1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end on June 30, 2023, and Consultant shall complete the work described in Exhibit A by that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City’s right to terminate the Agreement, as provided for in Section 8.

1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession. Consultant shall prepare all work products required by this Agreement in a professional manner and shall conform to the standards of quality normally observed by a person practicing in Consultant's profession.

1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.

1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.1 above and to satisfy Consultant’s obligations hereunder.

Section 2. COMPENSATION. City hereby agrees to pay Consultant an amount not to exceed Four Hundred and Eighty-One Thousand and Three-Hundred and Sixty Dollars ($481,360.00), for all work set forth in Exhibit A and all reimbursable expenses incurred in performing the work. In the event of a conflict between this Agreement and Consultant’s proposal regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement.

DocuSign Envelope ID: 29175A64-2327-4CE3-8906-4E65E4DF51F5

Consulting Services Agreement between City of Pinole
and Michael Baker International
March 9, 2022

Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed by more than one person.

Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Consultant and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.

2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information:
▪ Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
▪ The beginning and ending dates of the billing period; ▪ A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
▪ At City’s option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense;
▪ The total number of hours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services hereunder, as well as a separate notice when the total number of hours of work by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds 800 hours, which shall include an estimate of the time necessary to complete the work described in Exhibit A
▪ The Consultant’s signature.

2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services performed with the Standard of Performance, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.

2.3 Final Payment. City shall pay the final sum due pursuant to this Agreement within sixty (60) days after completion of the services and submittal to City of a final invoice, if all services required have been performed with the Standard of Performance.

2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever DocuSign Envelope ID: 29175A64-2327-4CE3-8906-4E65E4DF51F5

Consulting Services Agreement between City of Pinole
and Michael Baker International
March 9, 2022

incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement.

In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment.

2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the following fee schedule attached hereto as Exhibit B.

2.6 Reimbursable Expenses. Reimbursable expenses are specified in Exhibit B, and shall not exceed sixteen thousand and eight hundred dollars ($16,800.00). Expenses not listed in Exhibit B are not chargeable to City. Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded.

2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.

2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and reimbursable expenses incurred for work completed in accordance with the Standard of Performance as of the date of written notice of termination.

Consultant shall maintain adequate logs and timesheets in order to verify costs incurred to that date.

2.9 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.

Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in Exhibit C, and only under the terms and conditions set forth therein.

Section 4. INSURANCE REQUIREMENTS. Before beginning any services under this Agreement, Consultant, at its own cost and expense, shall procure the types and amounts of insurance specified herein and maintain that insurance throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant’s bid or proposal. Consultant shall be fully responsible for the acts and omissions of its subcontractors or other agents.

4.1 Workers’ Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by Consultant in the amount required by applicable law. The requirement to maintain Statutory Workers’ Compensation and Employer’s Liability DocuSign Envelope ID: 29175A64-2327-4CE3-8906-4E65E4DF51F5

Consulting Services Agreement between City of Pinole
and Michael Baker International
March 9, 2022

Insurance may be waived by the City upon written verification that Consultant is a sole proprietor and does not have any employees and will not have any employees during the term of this Agreement.

4.2 Commercial General and Automobile Liability Insurance.

4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than TWO MILLION DOLLARS ($2,000,000) per occurrence and FOUR MILLION DOLLARS ($4,000,000) aggregate, combined single limit coverage for risks associated with the work contemplated by this Agreement.

4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (most recent edition) covering comprehensive General Liability on an “occurrence” basis. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (most recent edition) covering any auto (Code 1) or if Consultant has no owned autos, hired (code 8) and nonowned autos (Code 9). No endorsement shall be attached limiting the coverage.

4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a. The Commercial General and Automobile Liability Insurance shall cover on an occurrence basis.
b. City, its officers, officials, employees, agents, and volunteers shall be covered as additional insureds for liability arising out of work or operations on behalf of the Consultant, including materials, parts, or equipment furnished in connection with such work or operations; or automobiles owned, leased, hired, or borrowed by the Consultant.

Coverage can be provided in the form of an endorsement to the Consultant’s insurance at least as broad as CG 20 10 11 85, or both CG 20 10 (04/13) and CG 20 37 (04/13).
c. For any claims related to this Agreement or the work hereunder, the Consultant’s Commercial General Liability and Automobile Liability insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, agents, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, agents or volunteers shall be excess of the Consultant’s insurance and non-contributing.
d. The Commercial General Liability and Automobile Liability policy shall cover inter-insured suits and include a “separation of Insureds” or “severability” clause which treats each insured separately.

DocuSign Envelope ID: 29175A64-2327-4CE3-8906-4E65E4DF51F5

Consulting Services Agreement between City of Pinole
and Michael Baker International
March 9, 2022

e. Consultant agrees to give at least 30 days prior written notice to City before coverage is canceled or modified as to scope or amount.

4.3 Professional Liability Insurance.

4.3.1 General requirements. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000) per occurrence or claim covering the Consultant’s errors and omissions.

4.3.2 Claims-made limitations. The following provisions shall apply if the professional liability coverage is written on a claims-made form:
a. The retroactive date of the policy must be shown and must be before the date of the Agreement.
b. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the Agreement or the work.
c. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the date of this Agreement, Consultant must purchase an extended period coverage for a minimum of five (5) years after completion of work under this Agreement.
d. A copy of the claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement.

4.4 All Policies Requirements.

4.4.1 Submittal Requirements. Consultant shall submit the following to City prior to beginning services:
a. Certificate of Liability Insurance in the amounts specified in this Agreement; and
b. Additional Insured Endorsement as required for the General Commercial and Automobile Liability Polices.

4.4.2 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII.

DocuSign Envelope ID: 29175A64-2327-4CE3-8906-4E65E4DF51F5