Pleasanton City Council
March 18, 2025

6th Cycle Program 2.1: Continue to implement the
Inclusionary Zoning Ordinance and actively pursue strategies to improve its effectiveness in producing affordable housing units in conjunction with new development. The following actions will be undertaken by the City: 1. Study the following amendments to the Inclusionary Zoning Ordinance and adopt such amendments provided they are not found to be an
undue constraint on the production of housing: An increase to the proportion of inclusionary units required in multi-family projects to be up to 20 percent, rather than the current 15 percent requirement. Identification of a target mix of
affordable units (including proportions of verylow, low- and moderate-income units), with the potential for an alternative mix of affordability to be proposed and approved if it would better meet other housing policy objectives to do so. For example, if the project provided deeper affordability, and/or resulted in the production of units suitable for special needs groups such as seniors or persons with mental or physical disabilities. Target affordability mix and unit size standards, including a required proportion of larger (3 or more bedroom) lower-income units, may be implemented through Objective Design Standards (Program 4.2) or the amended Inclusionary Zoning Ordinance. [... for further text see Housing Element Document]
Amend the Inclusionary Zoning Ordinance
and achieve higher proportions (i.e.,
greater than 15 percent) and lower
affordability levels of inclusionary units
from projects approved consistent with the
amended Ordinance, provided an
inclusionary rate of greater than 15 percent
is demonstrated to not constrain housing
production consistent with state law;
achieve 80 below market rate units over
the planning period.

Study the Inclusionary
Zoning Ordinance
(September 2025); amend
the Inclusionary Zoning
Ordinance based on study
(March 2026); evaluate
Inclusionary Zoning
Ordinance (and modify, if
needed) (April 2027)
Inclusionary Zoning Ordinance updated adopted by City Council on December 3, 2024.
https://weblink.cityofpleasantonca.gov/weblink/0/doc/309692/Page1.aspx Monitoring of the ordinance is ongoing.
6th Cycle Program 2.2: Require new commercial
development to pay the Lower-Income Housing Fee
established by City Ordinance and adopted by the City, or to otherwise mitigate demand for new employee housing as
allowed by the Pleasanton Municipal Code (e.g., through construction of units or dedication of land). Regularly evaluate the amount of these fees to ensure that they: (1) remain commensurate with the needs generated by the development; (2) are established at a level proportionate with the actual cost to provide new housing; and (3) are in conformance with state law while ensuring that Pleasanton remains locally and regionally competitive in attracting new commercial
investment.

Mitigate demand for new employee
housing as allowed by the Pleasanton
Municipal Code to ensure that is
commensurate with the needs generated
by the development and proportionate with
the actual cost to providing new housing.

Evaluate fee and adopt new
fee as appropriate
(December 2025)
Fee to be evaluated and adopted (as appropriate) by Decmber 2025.

6th Cycle Program 2.3: Regularly review the Lower-Income Housing Fee for market-rate residential development,
including consideration of adjustments to the fee within the amounts supportable by the existing Nexus Study to ensure the fee reflects the cost to mitigate demand for new affordable housing created by new development, and while ensuring that fee levels remain such that they do not present an undue constraint to housing production. As part of the review of existing fees, evaluate and change the basis of the residential fee to be structured on a per square foot basis, so as to incentivize the production of smaller units.

Mitigate demand for new affordable
housing created by new development, and
while ensuring that fee levels remain such
that they do not present an undue
constraint to housing production.

Review and consider
updates to fees based on
existing Nexus Study
(January 2025); commence
comprehensive Nexus
Study update (January
2026); adopted amended
fees based on
comprehensive Nexus
Study update, including fees
on a per square foot basis
(March 2026)
The City initiated work on a comprehensive update of the commercial linkage fee, affordable housing in-lieu fee, and development impact fees in December 2023. The study included feasibility analysis and analysis to consider assessing fees on a per square foot basis. Update to the fees approved December 17, 2024:
https://weblink.cityofpleasantonca.gov/WebLink/0/doc/309647/Page1.aspx. 6th Cycle Program 2.4: Continue to make available funding from sources such as the City’s Lower Income Housing Fund, and the City’s Federal HOME and CDBG funds to assist local non-profit agencies and housing developers. The City will also provide technical support to agencies to seek other sources of funding and to plan and develop affordable and special needs housing.

Assist in the development of 100 low-
income units over the planning period
Ongoing; seek funding
biannually (first quarter
2024, 2026, 2028, and
2030)
Still ongoing. In 2024, the City provided LIHF and HOME funds to non-profit agency Tri-Valley REACH to construct a 2-bedroom/2-bath Accessory Dwellling Unit (ADU) for 2 clients with intellectual/developmental disabilities. 6th Cycle Program 2.5: Continue to offer waivers or
reductions of City fees for affordable housing units, including the following:

1. Exempt all housing units affordable to very low- and low- income households and Accessory Dwelling Units from
payment of the Lower-Income Housing Fee.

2. Allow for the approval of fee waivers and/or reductions for inclusionary units and the housing developments of which they are a part, for projects that meet the requirements of the Inclusionary Zoning Ordinance in terms of the proportion of proposed affordable units to be provided. When considering such discretionary fee waivers or reductions, greater
consideration will be given to their approval when a housing development’s proposed proportion of lower-income units exceeds the minimum required by the Inclusionary Zoning Ordinance (i.e., not all market rate units in projects that comply with minimum inclusionary requirements will
necessarily receive fee waivers or reductions).

Increase the number of ADUs and deed
restricted affordable housing units.

Ongoing as projects
applications are processed
The City continues to exempt all housing units affordable to very low- and low-income households and Accessory Dwelling Units from payment of the Lower-Income Housing Fee.

6th Cycle Program 2.6: Continue to make housing education programs and information available on the City’s website, at other public venues, through City publications and mailings, City social media accounts, and through partnerships with regional organizations. Continue to coordinate public
information with surrounding communities to provide up-to- date listings of opportunities for regional affordable housing and programs. In order to ensure program information is disseminated to the broadest range of households, including lower-income households, special needs groups such as
seniors, the disabled, people experiencing homelessness, and non-English-speaking households, the City will develop a comprehensive marketing program that a) identifies partner organizations through which information can be shared with their clientele, b) builds relationships with those organizations including regular check ins, c) provides translation of printed and online materials into multiple languages, and d)
effectively deploys traditional media and social media to increase outreach.

Ensure information on programs and low-
income housing opportunites are
disseminated to the broadest range of
households, including lower-income
households, special needs groups such as
seniors, the disabled, people experiencing
homelessness, and non-English-speaking
households,
Review/update information
annually or as needed;
develop comprehensive
marketing program (2024)
In 2024 the City continued to provide updated information in electronic (i.e., web) and printed format to educate private citizens, developers, and other interested parties on the range of programs promoting affordable housing. The City also continued to provide public information regarding regional affordable housing and available programs. The City also promotes Alameda County's online housing portal (http://housing.acgov.org) which provides listings for affordable rental housing opportunities and where interested applicants can submit their affordable rental housing applications.
6th Cycle Program 2.7: Amend the affordable housing
density bonus provisions of the Pleasanton Municipal Code (Chapter 17.38, Density Bonus), as well as General Plan Land Use Element Policy 11 to align with state density bonus law (Government Code §65915 et seq.) as it has been
amended in recent years. The City will continue to apply current state law even before local amendments are adopted.

Alignment with state density bonus law
(Government Code §65915 et seq.) as it
has been amended in recent years. The
City will continue to apply current state law
even before local amendments are
adopted.

In March 2024
Ordinance 2286, approving amendments to Chapters 17.38, 18.08, and 18.88 of the Pleasanton Municipal Code regarding Density Bonus and major transit stop as identified in state law was adopted by the City Council on November 19, 2024:
https://weblink.cityofpleasantonca.gov/WebLink/0/doc/309691/Page1.aspx

6th Cycle Program 2.8: Support access to rental housing for lower- and moderate-income households, and protect tenants from displacement, through the following programs:

1. Work with the Alameda County Housing Authority and
other agencies to maintain funding for Section 8 Housing Choice Voucher Program and other Federal subsidy
programs. 2. Inform owners of rental units of the requirement to accept Section 8 Housing Choice
certificates/vouchers and/or Project Based Section 8 Housing Choice Vouchers in their developments.

3. Apply the provisions of the City’s Condominium Conversion Ordinance, and Government Code, §65863.7 (as to mobile
homes) to minimize displacement of renters and protect
special needs households. For condominium conversions this includes requirements to maintain rental units for households with special needs including those with developmental
disabilities, such as lifetime leases with rental caps for persons with disabilities, to the extent permitted by state law; and denying conversion of apartment units to condominiums if the percentage of multi-family units available for rent, city wide, is below 50 percent.

4. Study the development of an enhanced local rental
assistance program for the workforce that would help to off- set the costs of market-rate rents for qualifying verylow, low- and moderate-income households, when payment of those
rents would result in overpayment or severe overpayment as defined in Appendix A. The City will implement the program unless it is determined it would be financially infeasible, or would negatively affect the City’s ability to fund other housing and human services programs that benefit these same
income groups.

Although Housing Choice Vouchers are
portable and administered by Alameda
County Housing Authority, the City’s
objective is to continue to have at least 295
Housing Choice Voucher program
participants reside in Pleasanton
Produce new outreach
materials January 2025;
apply Condominium
Conversion Ordinance
(ongoing as applications are
received); study
development of an
enhanced rental assistance
program with acceptance of
study recommendations by
September 2026 with
implementation to follow
based on action timelines
identified in the study

1. Continued to work with the Alameda County Housing Authority and other agencies to maintain funding for Section 8 Housing Choice Voucher Program and other Federal subsidy
programs, especially as federal funding for the Section 8 program is being decreased.

2. Continue to collaborate with ECHO Housing to inform owners of rental units of the requirement to accept Section 8 Housing Choice
certificates/vouchers and/or Project Based Section 8 Housing Choice Vouchers in their developments. Collaborate with ECHO Housing to

3. Apply the provisions of the City’s Condominium Conversion Ordinance, and Government Code, §65863.7 (as to mobile homes) to minimize displacement of renters and protect special needs households. For condominium conversions this includes requirements to maintain rental units for households with special needs including those with developmental disabilities, such as lifetime leases with rental caps for persons with disabilities, to the extent permitted by state law; and denying conversion of apartment units to condominiums if the percentage of multi-family units available for rent, city wide, is below 50 percent.

4. City and ECHO Housing, through tenant-landlord education workshops that are held virtually through Zoom, educate tenants and landlords about AB 1482, the California Statewide law that imposes specific rules concerning rent increases and eviction policies for many residential properties in California.

6th Cycle Program 2.9: Seek County, State, and Federal
assistance for the development of housing to meet the
housing needs of households with extremely low, low, and very low incomes as well as those with disabilities (including developmental disabilities). Potential sources may include State/Federal lower-income housing tax credits, grant funding (e.g., Affordable Housing and Sustainable Communities
Program, etc.) and bond financing. The timing of application will depend upon the schedule for specific projects proposed by individual developers in as much as the City does not currently own any land for development of housing affordable to low- and very low-income households and those with
disabilities. If the City is successful in securing an open source of funding for housing affordable to low- and very low- income households the availability of these funds will be promoted through the City’s website, in local newspapers, social media, and through posting at public places subject to normal procedures. The objective of this program is to secure available funding required to finance gap funding for
affordable housing development. A timeline would be
developed on a project-by-project basis as affordable
development inquiries/applications are submitted to the City.

Assist in the development of 100 low-
income units over the planning period
Seek funding annually and
when specific development
proposals are brought
forward
In 2023, City staff assisted Eden Housing to pursue a refinance and renovation of the 30-year old, 200-unit Ridgeview Commons, an affordable senior rental housing property, through a tax credit resyndication application. Rigeview was able to successfully secure $40 million in tax exempt bond financing and $32 million in 4% tax credit equity. Eden Housing will be able to substantially renovate the property while maintaining the property's long-term affordability. Renovations are began in May 2024. The City continues to seek state and federal and county assistance to the greatest extent feasible and to monitor the availability of new funding sources for affordable housing and will apply for funding as appropriate. Ridge View Commons is currently undergoing significant renovation for the individual units as well as on the entire property as a whole.
6th Cycle Program 2.10: Continue to monitor, on an annual basis, forthcoming State legislation and support legislation that seeks to improve and make more accurate and
transparent the RHNA process, and that which provides
funding, and financial and other incentives to strengthen local jurisdictions’ abilities to meet their fair share responsibilities, while retaining an appropriate degree of local control over land use and planning decisions.

Improve and make more accurate and
transparent the RHNA process and
financial and other incentives to strengthen
local jurisdictions’ abilities to meet their fair
share responsibilities, while retaining an
appropriate degree of local control over
land use and planning decisions.

Ongoing (annually) The City reviews new legislation on an ongoing basis. 6th Cycle Program 2.11: The City will analyze and explore State programs and/or potential public/private partnerships with major employers to acquire existing market rate housing units or develop new housing units to create moderate or workforce housing (available to households with incomes at 80 percent to 120 percent of AMI). Potential programs could include concessions or incentives to large existing or future Pleasanton employers when they agree to construct or fund workforce housing beyond payment of in-lieu fees, and/or collaborations between employers and developers to
construct workforce housing.

Acquire existing market rate housing units
or develop new housing units to create
moderate or workforce housing (available
to households with incomes at 80 percent
to 120 percent of AMI).

Analyze State programs
biannually (2024, 2026,
2028, and 2030); Outreach
to current and/or future
major employers (2025 and
2027)
Due to staff workload, program analysis has not yet commenced.

6th Cycle Program 2.12: The City will promote and administer the Pleasanton Down Payment Assistance Loan Program
(PDALP), which currently offers $100,000 in down payment assistance loan for potential first-time homebuyers whose household income does not exceed 120 percent of Area
Median Income (AMI). Assistance is in the form of a 30-year, zero interest loan with no required monthly payment provided the homeowner occupies the home. The PDALP loan is
structured as a shared appreciation loan with the principal balance amount plus a share of the appreciation due at the end of the 30-year term or when the homeowner sells or
transfers the property.

PDALP loans issued to four additional
moderate-income households through
January 2031 (the City is currently
servicing 15 PDALP loans)
Ongoing
The Pleasanton Down Payment Assistance Loan Program (PDALP) is ongoing.

However, the program is currently undersubcribed as the home prices in Pleasanton, currently $1.3 million, which is higher than the City of San Francisco, makes it difficult for prospective first time homebuyers to actually afford to purchase their first homes. 6th Cycle Program 3.1: Amend the Zoning Ordinance to
define single-family homes (or equivalent) to include
manufactured homes on a foundation as a conventional
single-family home consistent with Government Code
§65852.3.

Consistency with Government Code
§65852.3. 6/1/2024
Ordinance 2244, modifying definition of, "one-family dwelling" to include manufactured homes on a foundation was adopted by City Council on April 18, 2023:
https://weblink.cityofpleasantonca.gov/weblink/0/doc/305726/Page1.aspx 6th Cycle Program 3.2: Continue to work cooperatively with the owners of existing mobile home parks to stabilize rents through implementation of existing agreements and of
Pleasanton Municipal Code Chapter 6.60 and ensure mobile home parks proposed for conversion to other uses only do so in accordance with Government Code §65863.7.

Preserve existing affordable housing in
Pleasanton. Ongoing
There are 3 mobilehome parks in the City. Two of these parks have existing rent stabilization agreements. While the 3rd park agreement has expired, PMC Chapter

6.60 now applies to the rents at this park.
6th Cycle Program 3.3: Although no existing restricted units are currently at risk for conversion to market rate, the City will monitor rent restricted assisted projects to assess the most effective methods of future assistance to retain rent
restrictions as needed. Methods to evaluate include the City providing rehabilitation funds in addition to other incentives (e.g., density bonus, City-issued bonds or other funding to reduce apartment complex mortgage rates, etc.) in exchange for extended or perpetual affordability terms.

Preserve all existing below-market rate
housing units during the planning period,
including rental and Single Room
Occupancy units consisting of 19
extremely low-, 509 very low-, 564 low-,
and 31 moderate-income units (see
Appendix A, Tables A-18 and A-19, for a
listing of units)
Outreach to property
owners/representatives of
projects with potential
expirations in the future
(2029)
There are no below-market rate housing units at risk for conversion to market rate in the next 10 years. The City continues to monitor the below-market rate housing units to enforce the affordability restrictions of these units. 6th Cycle Program 3.4: Maintain building and housing code enforcement programs, monitor project conditions of
approval, and use code enforcement efforts to refer property owners to available rehabilitation and other programs.

Uphold life/safety standards for existing
and proposed housing throughout the City Ongoing The City's builidng and housing code enforcement programs are ongoing.

6th Cycle Program 3.5: Proactively work to assist in the rehabilitation of existing housing units determined to have substandard conditions and/or known building code
violations, occupied by extremely low-, very low-, or low- income households, through the following measures:

1. Provide funding on an annual basis to the Housing
Rehabilitation Program, including available grant funding and City-derived funds (such as the Lower-Income Housing Fee), and partner with non-profits and outside organizations to support their housing rehabilitation programs and efforts.

2. Identify eligible single-family residential properties and households through the outreach program offered the City’s Housing Rehabilitation Program, as well as partnerships with agencies and non-profits that support housing rehabilitation.

3. Create an inventory of multi-family properties built prior to 1970, as well as properties where Building Code violations have been verified, conduct a visual survey of these
properties, and conduct outreach to owners to identify needs and opportunities for rehabilitation assistance through the Rental Housing Rehabilitation Program. As part
of this effort, prioritize review of older multi-unit residential properties located within
the Downtown area, which provides some of the most
naturally affordable rental
housing in Pleasanton.

4. When rehabilitation assistance is offered for multi-family rental units, require, as a condition of receipt of funds, owners to provide, in exchange, a commitment to deed restrict or limit rent increases for a proportion of units in the complex to maintain their existing long-term affordability for current or future tenants.
15 lower-income units rehabilitated during
the planning period
Ongoing administration of
the Housing Rehabilitation
Program; create eligibility list
and inventory (January
2025)
1 and 2. Ongoing. The City's Housing Rehabilitation Program continues to be a popular and successfull program that provide grants or loans to income-eligibe homeowners to complete health and safety repairs and improvements to their homes.

The City, however, is in the process of finding a new program administrator. Due to the lack of funds, items 3 and 4 cannot currently be pursued.

6th Cycle Program 3.6: Recognizing the impacts of residential displacement, the State has enacted several new laws to protect existing tenants, including:
• AB 1482: prohibits evictions and non-renewals of leases without “just cause,” and limits rent increases to five percent per year plus CPI or 10 percent (whichever is lower);
• SB 330: bans the approval of development projects on sites that would eliminate existing protected units unless the units are replaced with affordable units;
• AB 1397: requires development on Housing Element sites occupied by lower income households within the last five years to be replaced with affordable units; and
• Density Bonus Law: requires replacement of units occupied by lower income households within the last five years at an affordable housing cost. Pursuant to Government Code
65583.2(g)(3) and 65915, the City will require the
replacement of units affordable to the same or lower-income level as a condition of any development on a nonvacant site as required by SB 330 and State law.

Implement State law requirements when
applicable during development
applications. The City’s objective is that
100 percent of protected units are replaced
in all applicable projects through 2031
As applications for
redevelopment of sites with
existing housing are
submitted
The City has not received an application that would result in the displacement of existing tenants.
6th Cycle Program 4.1: As required by state law, the City will review the status of Housing Element programs by April of each year and deliver the review on the form required by the State Department of Housing and Community Development.

Various Housing Element programs will result in amendments to the Zoning Ordinance and other regulatory changes to facilitate the production of housing (e.g., Programs 5.6).

Comply with APR reporting requirements Annually (by April 1 of each year) Ongoing

6th Cycle Program 4.2: Develop objective design standards for multi-family and mixed-use development to eliminate subjectivity, consistent with state law including SB 35 and SB 330. This effort will evaluate and address subjective
standards and findings required for approval in the Zoning Ordinance and the City’s Design Guidelines, including in multi- family and mixed-use districts both within and outside the Downtown. The Housing Site Development Standards and
Design Guidelines will also be reviewed, revised, and
integrated such that they reflect objective design standards.

The purpose of these standards is to expedite the approval process for such projects and support the City in meeting its housing goals, while ensuring projects are attractive, well- designed, and provide adequate amenities and livability for residents. As part of this process, engage with experts in the field, and with property owners and developers to ensure that standards will result in financially and physically feasible projects that can achieve the densities assigned to various properties.

Consistency with state law, including SB35
and SB330 By February 2023 Objective Design Standards adopted January 2023:
https://weblink.cityofpleasantonca.gov/WebLink/0/doc/304844/Page1.aspx 6th Cycle Program 4.3: Suspend enforcement of the Growth Management Program and Ordinance (Pleasanton Municipal
Code 17.36) as necessary to comply with state law,
specifically the Housing Crisis Act (SB 330).

Support the development and rehabilitation
of housing affordable to extremely low-,
low- and very low-income households and
review infrastructure needs.

Ongoing
The City has suspended enforcement of the Growth Management Program and Ordinance, in accordance with Government Code Section 66300, the Housing Crisis Act.
6th Cycle Program 4.4: Develop and update plans and
programs to identify and address infrastructure deficiencies, including funding mechanisms for infrastructure
improvements necessary to accommodate the planned and
projected growth identified in the General Plan and to
accommodate the 6th Cycle RHNA. These efforts will include the following: 1. Conduct a sewer/wastewater capacity
analysis to ensure future sewer infrastructure needs,
including sewer infrastructure upgrades and facilities to accommodate the 6th Cycle RHNA, and on the basis of that study, identify and prioritize capital improvement projects and funding needs. [... for further text see Housing Element Document]
Implement seven projects, with projects
and priority to be established in the
facilities planning process, during the
Housing Element planning period
Complete a
sewer/wastewater and water
system capacity analysis
and adopt written policies
and procedures that grant
sewer and water hookups
priority (September 2023);
review Capital Improvement
Program (CIP) and make
affirmative changes by next
CIP adoption (August 2023)
Sewer capacity evaluation and condition assessment has been completed. Sewer System Management Plan (SSMP) 2025 update is currently in progress. Water System Management Plan (WSMP) was completed and accepted by City Council on 1/21/25. The 2025 UMWP and Zone 7 regional demand study will start in early CY 2025.

6th Cycle Program 4.5: The City will take action to ensure adequate water supply to serve the needs of existing and future residents resulting from the additional housing capacity described in this Housing Element. As stated in Appendix C (Housing Constraints), this will include completion of a comprehensive study (underway) including analysis of near- term replacement of water supply impacted by PFAS
contamination of City wells, and longer-term supply
enhancements to accommodate future growth, including the following potential strategies. The suite of strategies under consideration may include: 1. Proceeding with the well
rehabilitation project as previously scoped or with a modified scope.

2. Constructing new City wells outside the PFAS plume.

3. Zone 7 pumping City’s groundwater allotment on its behalf using newly installed infrastructure.

4. Constructing a regional PFAS treatment facility located at City’s Operations Service Center that can treat both City and Zone 7 groundwater.

5. Purchasing 100 percent of water from Zone 7 at the
wholesale water rate.

Based on the results of the Study, the City will develop a suite of projects from the list above to ensure adequate supply, or other strategies if determined to adequately address the deficiency in a more effective and/or cost-effective way.

Beyond addressing the local groundwater supply constraint, the City will support Zone 7 in its regional efforts to ensure long range water supply is available to support new housing growth in Pleasanton and other communities served by the agency, as documented in the current (2020) and next (2025) Urban Water Management Plan.

Ensure adequate water supply to serve the
needs of existing and future residents
resulting from the additional housing
capacity described in this Housing
Element.

Complete study of local
groundwater supply
alternatives: October 2023.

Implementation of selected
project alternative:

December 2025. Complete
update to Urban Water
Management Plan:

December 2025
City continues to purchase all water from Zone 7 which is FPAS safe water due to their highly effective treatment system. City and Zone 7 have partnered on a Regional Groundwater Well Project in the Bernal groundwater sub-basin. Three test well are to be drilled, then water quality and yield analyzed, all as part of a Phase 1 feasibility study currently scheduled for completion in October 2025. One of the three wells has been drilled, and the contractor has moved to the second site. 6th Cycle Program 4.6: The City allows for parking reductions in certain circumstances, and state law establishes no
minimum parking requirement or highly reduced parking rates for qualifying projects (e.g., state density bonus law, SB 35, AB 2097, etc.). To further reduce the impacts of parking requirements on the production of housing, the City will assess and update multi-family parking standards citywide to establish lower rates for studios and one-bedroom units and reduce the covered parking requirement (i.e., not require covered parking for studio and one-bedroom units).

Reduce the impacts of parking
requirements on the production of housing. By June 2024 The City is undertaking the analysis with the a consulting firm providing technical assistance, with the goal of adopting modified standards as necessary by summer 2025.

6th Cycle Program 4.7: The City will analyze and test
standards in the RM, MU-T, and C-C zones to determine
standards (e.g., setbacks, parking, on-site open space
requirements, etc.) that constrain developments and limit the ability to achieve maximum allowed density. Based on the analysis, the City will modify RM, MU-T, and C-C zones
standards in the Zoning Ordinance to ensure maximum
density can be achieved without exception (e.g., planned unit development, etc.).

Ensure maximum density can be achieved
in these zones without exception (e.g.,
planned unit development, etc.).

Complete analysis (June
2024); amend Zoning
Ordinance (December 2024)
The City is undertaking the analysis with the a consulting firm providing technical assistance, with the goal of adopting modified standards as necessary by summer 2025.
6th Cycle Program 4.8: The City will establish a streamlined review process for development of housing sites. This review will serve strictly as a conformance analysis to evaluate projects proposed on housing sites against objective
standards. This review will not require City Council approval, but Planning Commission approval may be required for larger projects (e.g., more than 50 units). For residential
development proposals on properties where the General Plan Land Use Designation allows for such uses, residential
density shall be permitted: (a) for mixed use, low and medium- density within the allowable density range set forth in Table 2- 3 of the Land Use Element; (b) for 5th cycle Housing Element residential sites the maximum densities set forth in Appendix B Housing Sites Inventory 2015-2023 Housing Element
adopted by Resolution No. 15- 727; (c) for 6th cycle Housing Element residential sites the maximum densities as set forth in the Sites Inventory and Methodology Table B-13 (Rezone Sites – Minimum and Maximum Densities); with Land Use
Element Policy 11’s requirement for public amenity when exceeding average density suspended; and maximum density allowed as necessary to comply with applicable State law.

Streamline development review for
properties where residential development
is allowed and for the 5th and 6th Cycle
Housing element sites.

Develop and implement
streamlined process (March
2023); suspension of Land
Use Element Policy 11 for
allowed residential
development proposals
effective upon Housing
Element adoption
The Housing Site Compliance Review process was implemented May 2023 (https://www.cityofpleasantonca.gov/assets/our-government/community- development/permits-forms-fees/housing-site-compliance-review.pdf) 6th Cycle Program 5.1: Support implementation of applicable recommendations of the 2021 Alameda County “Home
Together 2026 Implementation Plan” and pursue
development and adoption of a local or subregional (Tri- Valley) homeless strategic framework to complement the
Countywide effort, that would incorporate strategies and programs tailored towards the specific needs of Pleasanton’s unhoused residents. To initiate this effort, convene one or more stakeholder meetings to evaluate trends, needs,
resources and strategies that could be included in a future framework document.

Reduce unhoused persons as counted in
the bi-annual Point-inTime (PIT) count for
the 2026 and subsequent PIT counts
during the planning period (2028 and
2030)
Convene stakeholder
meeting by September
2024; adopt local or Tri-
Valley Framework or
equivalent strategic plan by
December 2025
Year 3 of the Alameda County 5-year strategic initiative Home Together 2026 Community Plan has been completed. Stakeholder meeting to be convened in 2025.

Framework/strategic plan work to follow.

6th Cycle Program 5.2: Continue to dedicate funding and staff resources to support regional and subregional efforts to address homelessness. Ongoing and future programs may
include:

1. Providing annual funding through the Housing and Human Services Grant Program to non-profit agencies that provide shelter, resources and supportive services to the homeless.

2. Allocating funding as available, and as opportunities arise, to support innovative programs to provide shelter to homeless individuals, such as the Goodness Village tiny homes project in Livermore.

3. Convening regular meetings of the City’s interdepartmental Homeless Outreach Team that directly interfaces with
homeless service providers and homeless individuals and provides coordinated assistance and support to address
homeless issues.

4. Actively participate in the periodic Point-in-Time (PIT) Count efforts to document the incidence and nature of
homelessness in Pleasanton and offer services accordingly.

Support regional and subregional efforts to
address homelessness.

Provide funding (annually);
convene regular meetings of
the Homeless Outreach
Team (annually); participate
in PIT Count efforts
(biannually, in 2023, 2025,
2027, and 2029)
In 2024, the City maintained active support, including financial assistance through the City's Housing and Human Services Grant (HHSG) program, to CityServe of the Tri- Valley to provide homeless intervention and crisis stabilization services to Pleasanton homeless residents. The City also provided HHSG program funds to Goodness Village, a tiny home community in Livermore that provide housing to formerly 26 homeless Tri-Valley residents, including 7 Pleasanton homeless individuals. The Pleasanton Homeless Outreach Team (PHOT), comprised of city staff, the Alternative Response Unit from the Pleasanton Police Department, and non-profit partners including CityServe, continues to provided coordinated assistance and resources to support Pleasanton homeless residents. The PHOT team members also participated in the January 25, 2024 HUD Homeless Point-In-Time (PIT) Count to document the number of homeless individuals in the City.
6th Cycle Program 5.3: Provide regulatory incentives such as expedited permit processing in conformance with the
Community Care Facilities Act and fee reductions where the development would result in an agreement to provide below- market housing or services. The City provides fee reductions per Pleasanton Municipal Code Chapter 18.86 (Reasonable Accommodations) on the basis of hardship. The City will maintain flexibility within the Zoning Ordinance to permit such uses in nonresidential zoning districts.

Increase the amount of below market rate
housing and services in the City. Ongoing
Ongoing. The City provides fee reductions per Pleasanton Municipal Code Chapter

18.86 (Reasonable Accommodations) on the basis of hardship. The City will maintain flexibility within the Zoning Ordinance to permit such uses in nonresidential zoning districts.

6th Cycle Program 5.4: Continue to require both market-rate and affordable projects to conform to Chapters 11A and 11B of the California Building Code with respect to incorporation of accessibility features. Additionally, for multi-family projects with more than 15 units, strongly encourage developers to incorporate enhanced accessibility features in required adaptable units (such as roll-in showers, variable height work surfaces, and wider hallway and door widths) through
expedited review or other methods. An equal or greater
proportion of required adaptable very low- and low-income units as adaptable market-rate units in the project shall be provided with such features, to meet the needs of persons with disabilities and to allow for aging in place. With respect to single-family, duplex, and tri-plex projects not covered by Chapters 11A and 11B, adopt a local Universal Design
Ordinance consistent with the HCD Universal Design Model Ordinance that requires enhanced accessibility in a proportion of units within projects of a specified size.

Enhanced accessibility features included in
all projects subject to the Universal Design
Ordinance during the planning period;
target the application of Universal Design
Ordinance and multi-family accessibility
requirements to the production of 50 units
by March 2026 and another 50 units by
January 2031
Adopt Universal Design
Ordinance by September
2023; implement Universal
Design Ordinance and multi-
family accessibility
requirements as project
applications are submitted
City Counci reviewed and considered adoption of a Universal Design Ordinance in September 2022, but did not take action to adopt, pending additional staff research and adoption of the California Builidng Code triennial update in January 2023, which created more stringent universal design standards.
6th Cycle Program 5.5: Assign a portion of the City's Lower Income Housing Fund for housing projects which
accommodate the needs of special housing groups such as for persons with physical, mental, and/or developmental disabilities, and persons with extremely low-incomes and experiencing homelessness.

Reserve a minimum of 15 percent of
available funding for this purpose, with the
goal of providing 40 assisted units
Annually, as part of the
allocation process for the
Lower Income Housing
Fund; target development of
assisted units by 2031
A minimum of 15 percent of the funding is avaliable for housing projects for special housing groups. City staff continues to explore affordable residential projects that may need the City's Lower Income Housing Fund in order to be constructed.

6th Cycle Program 5.6: Implement the following amendments to Title 18 of the Pleasanton Municipal Code, Zoning, to remove governmental constraints and facilitate special needs housing: 1. Explicitly allow for Single Room Occupancy units (SROs) to facilitate the provision of affordable housing for lower-income individuals, including seniors, persons with disabilities, and extremely low-income persons. 2. Allow residential care facilities (sometimes called group homes) with six or fewer residents as a residential use and subject to the same development standards as a single-family dwelling. No conditional use permit, zoning variance, or other zoning clearance will be required of a residential facility that serves six or fewer persons that is not required of a family dwelling of the same type in the same zone. Also, allow residential care facilities with seven or more residents in all residential zones subject to a determination that such uses will conform to City noise, parking, and similar standards such that these larger facilities do not negatively impact neighborhoods, but are reviewed in an objective manner similar to other residential uses (i.e., processed under the same approval process as a large single-family home). [... for further text see Housing Element Document]
Remove governmental constraints and
facilitate special needs housing.

June 2024 (amend Zoning
Ordinance); prepare and
distribute informational
material on reasonable
accommodations
(December 2024)
City Council adopted Ordinance 2277 on May 7, 2024 to amend the municipal code to comply with this program:
https://weblink.cityofpleasantonca.gov/weblink/0/doc/308659/Page1.aspx 6th Cycle Program 5.7: To facilitate reasonable
accommodation requests and approvals, the City will amend two Zoning Ordinance findings to clarify intent while ensuring health and safety objectives are maintained. The two
reasonable accommodation findings are related to
fundamental alterations in the nature of a City program or law and potential impacts on surrounding uses (Municipal Code

18.86.060.A.4 and 5). The City will also promote reasonable accommodations in a variety of languages and formats to raise awareness and encourage requests to accommodate
housing for persons with disabilities.

Approve three reasonable accommodation
requests by January 2031
June 2024 (amend Zoning
Ordinance); prepare and
distribute informational
material on reasonable
accommodations
(December 2024)
City Council adopted Ordinance 2277 on May 7, 2024 to amend the municipal code to comply with this program:
https://weblink.cityofpleasantonca.gov/weblink/0/doc/308659/Page1.aspx

6th Cycle Program 6.1: Develop and adopt Objective Design and Development Standards for each of the sites zoned for densities above 30 dwelling units per acre, including
appropriate height limits, Floor Area Ratio, setbacks,
massing, open space and parking requirements, and approval criteria (i.e., findings for approval) to ensure projects can accomplish their assigned densities, while mitigating potential incompatibilities between those higher density projects and adjacent uses, for example by providing for buffers or
stepping heights between existing lower-density and new higher density buildings.

Consistency with state law, including SB35
and SB330 By March 2023
Objective Design Standards for all high density sites and zoning districts were adopted January 2023 and updated in May 2023. The City is reviewing the standards to update for ease of use, applicability, and consistency with current State law. 6th Cycle Program 6.2: Implement the Climate Action Plan’s (CAP 2.0) applicable actions related to new residential construction, improving residential water and energy
efficiency, and reducing VMTs associated with new units including the following: P1 - All Electric Reach Code, P2 - Existing Building Electrification Plan, P4 - Solar and Storage on New Construction, P5 - Zero Emissions Infrastructure, P8 - Improve Bicycle Amenities, P9 - Bicycle Rack Incentive
Program, P10 - Increase Transit Ridership, P11 - Promote LEED Neighborhood Development, P15 - Water Efficiency
Retrofits, S1 - Refrigerant Management, S2 - Energy
Efficiency Upgrades, and S6 - Embodied Carbon Reduction Plan.

Improve residential energy efficiency and
reduce VMT's associated with new units. Ongoing Implementing CAP 2.0 programs continues to be a part of the City's workplan. Staff and the Energy and Environment Commission continue to progress implementation. 6th Cycle Program 6.3: Seek out and utilize available energy efficiency upgrade program funding for low-interest loans to support alternative energy usage and/or significant water conservation systems in exchange for securing new and/or existing rental housing units affordable to very low- and low- income households.

Support energy efficiency and the
production of more low-income homes. Ongoing
The City seeks out funding opportunities for energy efficieny upgrade loans. There are currently no energy efficiency upgrade loans that the City can provide to rental property owners.

6th Cycle Program 6.4: Work to enhance multimodal
transportation throughout Pleasanton by:

1. Implementing the network of bicycle and pedestrian
facilities envisioned in the Bicycle and Pedestrian Master Plan, to enhance the citywide network of bikeways, walkways, and trails that are accessible, safe, comfortable, and
convenient for people of all ages and abilities, and to maximize multimodal transportation options by improving access to BART, ACE, and bus lines. The City will accomplish this by dedicating local and regional transportation funds as available to advance high priority bicycle and pedestrian improvement projects, pursuing grant opportunities to
augment local these funds whenever feasible, and by
requiring developers to implement multimodal improvements as part of projects.

2. Actively participating as a member agency of LAVTA and ValleyLink, and through State and regional advocacy efforts to secure improved transit service to and throughout
Pleasanton, including more frequent and convenient bus and rail service.

Enhance multimodal transportation and
redcue VMT's for existing and future
residential development.

Ongoing

1.The City has combined the West Las Positas roadway reconstruction project with the West Las Positas Bicycle and Pedestrian Improvement Project. This combination of projects allows for the relocation of the curb and gutter and the Bicycle and Pedestrian improvement design has changed to an elevated cycle track along both the north and south sides of West Las Positas. This was the preferred design, but not originally selected by the Pedestrian, Bicycle and Trails Committee due to the high construction cost. With the need to reconstruct the curb and gutter as part of the roadway reconstruction, the overall cost to the pedestrian and bicycle project is reduced making this design alternative feasible. Preliminary design is underway with anticipated completion in 18 months (spring of 2024), with construction to follow in the summer of 2024. A pilot phase project will be installed using paint and plastic to create protected bicycle lanes between Hopyard Road and Hacienda Drive. 2. The City is the current chair of LAVTA and actively collaborates with other cities in the Tri- Valley area.
6th Cycle Program 6.5: Implement the applicable housing- related air quality, climate change, green building, water conservation, energy conservation, and community character programs of the Pleasanton
General Plan, including:

1. Programs 1.5, 1.7, 1.8, 1.12, 1.13, 1.14, and 3.12 of the Water Element

2. Program 9.1 of the Community Character Element

3. Policies 2, 3, 4, 6 and 7 and programs 2.1-2.7, 3.1-3.5, 4.1-

4.3, 6.1-6.4, 7.1-7.3, and

7.6 of the Energy Element
Reduce emissions and mitigate climate
impacts associated with constructing new
housing.

Ongoing
The following actions have occurred with respect to implementation of the various General Plan Programs: - Water Conservation: The City continued to implement Water Conservation programs and measures, such as lawn-replacement rebates, water controller assistance, and pool cover rebates. More significant mandatory conservation measures that had been imposed in 2021 and 2022 due to drought were lifted in April 2023, with end of the Statewide declaration - Energy Efficiency:

The City adopted REACH codes (building electrification, solar and battery storage, and EV parking) for new residential and commercial construction in 2022 that became effective in 2023, amended the definition of ""covered projects"" to make more projects subject to Green Building requirements; and partnered with East Bay Community Energy to initiate efforts to improve solar and battery facilities at City facilities; and expand the availability of publicly-available EV chargers.

6th Cycle Program 6.6: Implement the policies and programs of the Downtown Specific Plan (DSP) that aim to improve the amenities, livability, and level of investment in Downtown neighborhoods, including areas that today provide relatively affordable housing opportunities for lower-income residents.

DSP policies
and programs that support this effort include:
• Policy LD-P.43 to retain and allow for remodeling and enlargement of existing residential units
• Policy LD-P.44 to encourage affordability in future
multifamily residential projects through incentives and development concessions such as reduced parking standards • Policy LD-P.45 to encourage development at densities that exceed the General Plan midpoint to encourage affordable housing
• Policy LD-P.46 to encourage a diversity of housing types including smaller units that are affordable by design
• Policy LD-P48 to encourage use of the City’s housing
rehabilitation program
• Policy LD-P.49 to develop a referral program for qualifying homeowners to be connected to non-profit/volunteer
organizations that provide home repair services
• Program LD-I.10 to develop and implement a streetscape improvement program
• Program LD-I.18 to provide improved design standards and guidelines for contextsensitive infill development
• Programs PF-1-1 through PF-1.7 to upgrade and improve various components of the sewer, water, and storm drainage system within the downtown to support existing and future development
Improve the amenities, livability, and level
of investment in Downtown neighborhoods,
including areas that today provide relatively
affordable housing opportunities for lower-
income residents.

Ongoing Implementation of the Downtown Specific Plan is ongoing. 6th Cycle Program 7.1: Support State and Federal provisions for enforcing anti-discrimination laws. The City Attorney’s Office remains available to support State and Federal
provisions for enforcing anti-discrimination laws, as
appropriate.

Support State and Federal provisions for
enforcing anti-discrimination laws. Ongoing The City Attorney's office remains avaliable to support and implement State and Federal law.
6th Cycle Program 7.2: Develop incentive/revitalization programs for neighborhoods to encourage support for
affordable housing opportunities. Such incentives could include enhanced public amenities or other investment in areas where additional multi-family housing is planned.

Encourage support for affordable housing
opportunities.

Develop
incentive/revitalization
program (2027), complete at
least one project in an
existing or planned multi-
family area, such as the
Downtown area where
generally older homes are
located (2030)
Work to be commenced in 2027.

6th Cycle Program 7.3: Publicize information on fair housing laws and refer all complaints to the US Department of
Housing and Urban Development, ECHO Housing, and the
California Department of Fair Employment and Housing. The City will provide information about Fair Housing Policies in a variety of languages and formats to ensure it is accessible to all residents, including print and electronic versions.

Promote compliance with Fair Housing
laws.

Prepare information in
multiple languages (second
quarter 2025); provide
materials on the City’s
website and distribute
though various outlets
(second quarter 2025),
update and re-distribute
material regularly but no
later than every three years
(second quarter 2028 and
2031)
The City continues to provide information and other suggested resources on fair housing laws on the City’s website and works closely with ECHO Housing to provide tenant/landlord counseling, fair housing counseling and investigation, and an annual fair housing audit.
6th Cycle Program 7.4: As part of the City’s Diversity, Equity, and Inclusion (DEI) efforts, identify and adopt specific practices and strategies to foster greater inclusivity and equity in access to all City programs and services, including housing- and human services programs. Such strategies will include developing improved partnerships with community serving organizations and consulting on ways to better reach
traditionally underserved populations and build community relationships, fostering greater diversity among City staff and appointed officials who develop and implement City
programs, and ensuring public outreach is available in
multiple languages.

Convene City-led working group including
City departments and outside agencies for
bi-annual coordinating meetings starting in
2023 (i.e., first meeting held no later than
September 2023)
Begin no later than March
2023 and continue
throughout the planning
period
The City developed a DEI Action Plan in Spring 2023, developed with a working group of City staff, and retained a DEI coordinator in 2023 to support implementation of the Action Plan. The BELONG Pleasanton - Building Equity, Leadership, Opportunity, Nurturing, and Growth in Pleasanton working group commenced in 2025. Community engagement and communication on is one of the 4 strategic priorities of the Action Plan, with sub-actions to be implemented in coming years. 6th Cycle Program 7.5: Conduct outreach to educate the
community about affordable housing and its benefits to the community. This would include multi-lingual educational flyers with graphics and photographs showing examples of
affordable housing projects in Pleasanton and/or the
surrounding region (e.g., Tri-Valley, East Bay, etc.).

The aim is to eliminate appeals filed
against City approvals of affordable
housing developments
Prepare outreach materials
by March 2024 and
distribute throughout the
planning period biannually
City staff is currently working to update its website to educate the Pleasanton and Tri- Valley community about the affordable housing projects in Pleasanton. The City collaborates with the cities of Danville, San Ramon, Dublin, and Livermore to produce and publish the Tri-Valley Affordable Rental Housing Guide that showcases the affordable housing projects throughout the Tri-Valley. City website link is https://www.cityofpleasantonca.gov/assets/our-government/housing/programs/see- current-apartments-at-below-market-rents.pdf. Guide link is https://www.cityofpleasantonca.gov/assets/our-government/housing/tri-valley- affordable%20housing-rental-guide%20-1172023.pdf

6th Cycle Program 7.6: To improve housing mobility and
promote more housing choices and affordability throughout Pleasanton, the City will employ a suite of actions to be targeted in lower density areas, including outreach,
resources, and other strategies with an overall goal of expanding housing opportunities affordable to extremely low, very low, low, and moderate income households. Actions and strategies include: 1. Religious institution/faith-based sites:

Facilitate housing on religious institution/faithbased sites. In addition to outreach identified in Program 1.5 (#3), the City will expedite processing of housing applications on religious institution/faith-based sites. Permit 10 housing units on a religious institution/faith-based site(s) with a target of 60 percent of units in lower density areas during the 2023-2031 planning period. If no application for housing on a religious institution/faith-based site is received by December 2025, the City will expand outreach efforts to be conducted annually.

This may include direct mailings to faith-based sites
highlighting current successful affordable housing units on other faith-based sites, as well as available City grants and loans for such housing and human services endeavors.
[... for further text see Housing Element Document]
Provide 200 housing opportunities
affordable to lower income households by
January 2031.

Annually review overall
progress and effectiveness
in April and include
information in annual report
to HCD. If the City is not on
track to meet its 200
affordable housing unit goal
for the 8-year RHNA cycle
by 2027 (i.e., 100 affordable
units built or in process by
2027), the City will consider
alternative land use
strategies and make
necessary amendments to
zoning or other land use
documents to facilitate a
variety of housing choices,
including but not limited to,
strategies that encourage
missing middle zoning
(small-scale multi-unit
projects up to four-plexes) in
addition to lot splits /
additional housing units as
allowed by Ordinance No.
2228; adaptive reuse, and
allowing additional ADUs
and/or JADUs, within six
months, if sufficient
progress toward this
quantified objective is not
being met.

1. The City approved the 3200 Hopyard Road residential project that will construct 48 townhome units and 9 affordable apartments.

2. Due to staff workload, the homesharing program has not been researched.

3. ADUs/SB9: See Program 1.9 regarding pre-approved ADU plans. Information on SB 9 is posted on the City's website.

4. Not yet started.

5. See program 2.6.

6. City continues offer loans to eligible first time homebuyeres throught its Pleasanton Downpayment Assistance Loan Program (PDALP).

8. Not yet started

Jurisdiction Pleasanton ANNUAL ELEMENT PROGRESS REPORT
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning 6th Cycle 01/31/2023 - 01/31/2031
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020

Jurisdiction Pleasanton ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2024
(
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 01/31/2023 - 01/31/2031
The description should adequately document
how each unit complies with subsection (c) of
Government Code Section 65583.1+.

For detailed reporting requirements, see the
chcklist here:

Extremely Low-
Income+
Very Low-
Income+ Low-Income+ TOTAL UNITS+
Extremely Low-
Income+
Very Low-
Income+ Low-Income+
TOTAL
UNITS+
https://www.hcd.ca.gov/community-
development/docs/adequate-sites-checklist.pdf
Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.

Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.

Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020

Jurisdiction Pleasanton ANNUAL ELEMENT PROGRESS REPORT
Note: "+" indicates an
optional field
Reporting
Period 2024 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Notes
2 3 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(2 to 4,5+)
Tenure
R=Renter
Very Low-
Income Deed
Restricted
Very Low-
Income
Non Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Total Moderate Income
Units Converted from
Above Moderate
Date
Converted Notes
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA

Jurisdiction Pleasanton
Reporting
Period 2024
(Jan. 1 - Dec.
31)
Period 6th Cycle 01/31/2023 - 01/31/2031 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Realistic
Capacity
Identified in the
Housing
Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting

Jurisdiction Pleasanton Note: "+" indicates an optional field Reporting
Period 2024
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
NOTE: This table must contain an invenory of
ALL surplus/excess lands the reporting
jurisdiction owns
Summary Row: Start Data Entry Below
Parcel Identifier

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For Alameda County jurisdictions, please format the APN's as follows:999A-9999-999-99

Jurisdiction Pleasanton ANNUAL ELEMENT PROGRESS REPORT
Reporting
Period 2024
(Jan. 1 - Dec.
31) Housing Element Implementation
Planning
Period 6th Cycle 01/31/2023 - 01/31/2031
Project Type Date
2 3
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date
Very Low-
Income Deed
Restricted
Very Low-
Income Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate-
Income Deed
Restricted
Moderate-
Income Non
Deed
Restricted
Above
Moderate-
Income
Summary Row: Start Data Entry Below
Note:

Cells in gre
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Sec Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS
ONLY. This table only needs to be completed if there
were student housing projects WITH a density bonus
approved pursuant to Government Code65915(b)(1)(F)
Annual Progress Report January 2020

Jurisdiction Pleasanton ANNUAL ELEMENT PROGRESS REPORT
Reporting Period 2024 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 01/31/2023 - 01/31/2031
Yes
Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage containing authorizing local ordinance and supporting materials.

Notes
Table K
Tenant Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational. https://weblink.cityofpleasantonca.gov/weblink/0/doc/292425/Page1.aspx

Jurisdiction Pleasanton
Reporting Year 2024 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.

Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
0 0
Current Year
Deed Restricted 9
Non-Deed Restricted 3
Deed Restricted 17
Non-Deed Restricted 10
Deed Restricted 25
Non-Deed Restricted 9
48 121
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
0 0
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate

ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable. -$
Task Status

Item #8

CITY COUNCIL AGENDA REPORT

March 18, 2025
Community Development

TITLE: APPROVE AND AUTHORIZE THE CITY MANAGER TO EXECUTE A

PROFESSIONAL SERVICES AGREEMENT WITH HEXAGON
TRANSPORTATION CONSULTANTS IN THE AMOUNT OF $244,838 TO

PROVIDE PLANNING AND ENGINEERING SERVICES FOR AN UPDATE TO THE PLEASANTON BICYCLE AND PEDESTRIAN MASTER PLAN, INCLUDING A 20 PERCENT CONTINGENCY OF $48,968, FOR A TOTAL COST OF UP TO $293,806, FUNDED BY THE ALAMEDA COUNTY MEASURE BB FUND IN THE BICYCLE AND PEDESTRIAN-RELATED IMPROVEMENTS PROJECT, CIP NO. 23543

SUMMARY
The Pleasanton Bicycle and Pedestrian Master Plan requires an update every five years to revise the project priority list. An update is required for the City to be eligible for State Bicycle Transportation Account and other regional, state, and federal funds, including Measure BB.

Staff advertised and solicited a request for proposal (RFP) for the Bicycle and Pedestrian Master Plan update; two proposals were received. After review of the two proposals, staff recommends the City Council approve an agreement with Hexagon Transportation Consultants to complete the master plan update. Funding is available through the Bicycle and Pedestrian Related Improvements project, CIP No. 23543 (Measure BB; non-General Fund).

RECOMMENDATION

1. Approve and authorize the City Manager to execute a Professional Services Agreement with Hexagon Transportation Consultants in the amount of $244,838 to provide planning and engineering services for an update to the Pleasanton Bicycle and Pedestrian Master Plan, funded by the Alameda County Measure BB fund in the Bicycle and Pedestrian-related Improvements project, CIP No. 23543

2. Authorize a contingency amount not-to-exceed 20 percent ($48,968), for a total contract cost of up to $293,806, and authorize the City Manager to approve and execute contract amendments related to this contingency amount

BACKGROUND
The Pleasanton Bicycle and Pedestrian Master Plan was created in 2010 and last updated in 2018. The plan contains goals and policies for developing and implementing pedestrian and bicycle networks within the city. The Bicycle and Pedestrian Master Plan builds on the General Plan blueprint and is the official policy document addressing the development of bicycle and pedestrian facilities. The key policy and program recommendations in the plan include master plan implementation, encouraging a multimodal transportation system, funding and implementation, and monitoring. The Bicycle and Pedestrian Master Plan recommends an update to the plan every five years, and, importantly, allows the City to revise the five-year priority list for improvements. An update is required for the City to be eligible for State Bicycle

Transportation Account and other regional, state, and federal funds, including Measure BB.

DISCUSSION
This update to the Pedestrian and Bicycle Master Plan will expand and clarify several chapters of the plan. In addition, the update will account for recent developments, infrastructure changes, community needs, and current best practices in bicycle and pedestrian planning. The update will expand the bicycle and pedestrian project list to include improvements near the city’s high bicycle and pedestrian generators, which include downtown, regional transit, and schools.

The City received two proposals in response to the Pleasanton Bicycle and Pedestrian Master Plan Update RFP request; the responses were received from Hexagon Transportation Consultants and Fehr & Peers Transportation Consultants. Staff recommends the contract be awarded to Hexagon Transportation Consultants based on its detailed proposal and experience. The cost of the update is $244,838; staff recommends approval of a not-to-exceed 20 percent contingency amount for necessary additional and unforeseen expenses, for a total authorized amount up to $293,806. Full funding, including contingency, is available through the Bicycle and Pedestrian Related Improvements project, CIP No. 23543, and proposes to use Measure BB funds. The update is expected to take approximately 14 months to complete.

Schedule
The proposed schedule for the subject project is:

Award of Contract March 18, 2025
Notice to Proceed March 19, 2025
Project Kick-off meeting April 2025
Public Outreach June 2025 - March 2026
Master Plan Update to City Council June 2026

EQUITY AND SUSTAINABILITY
The Bicycle, Pedestrian, and Trails Committee has been selected to guide the Bicycle and Pedestrian Master Plan update process. The committee members include appointed members of the public as well as members from the Planning Commission, Parks and Recreation Commission, Youth Commission and the Energy and Environment Commission, and represent a diverse group of Pleasanton residents.

OUTREACH
The Bicycle and Pedestrian Master Plan update has a comprehensive list of public outreach opportunities, including four public events (farmers market, pop-up tents at popular pedestrian/bicycle destinations, etc.). Hexagon will create a project website that will allow interactive collection of comments and suggestions, and create and distribute public surveys to gain public input. The master plan process will be guided by the Bicycle, Pedestrian and Trails Committee where additional public input will be collected.

STRATEGIC PLAN ALIGNMENT
Approval of this action advances the ONE Pleasanton Strategic Plan goals of Funding our Future through identification and use of non-General Fund Measure BB funding, Investing in our Environment through investment in the planning of the city's bicycle and pedestrian

infrastructure, and Building a Community Where Everyone Belongs by increasing equitable access throughout Pleasanton.

FISCAL IMPACT
Funding for the master plan update, including contract contingency, is available through the Bicycle and Pedestrian Related Improvements project, Capital Improvement Project (CIP) No. 23543. This project is funded by the Alameda County Measure BB Bicycle and Pedestrian fund (non-General Fund).

Prepared by: Submitted by: Approved by:

Matthew Nelson, Associate
Civil Engineer
Ellen Clark, Director of Community
Development

Gerry Beaudin, City
Manager

Attachments:

1. Agreement

PROFESSIONAL SERVICES AGREEMENT
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into this 18th day of March 2025, between the CITY OF PLEASANTON, a municipal corporation (“City”), and Hexagon Transportation Consultants, whose address is 100 Century Center Court, Suite 501, San Jose, CA 95112, and telephone number is (408) 971-6100, (“Consultant”).

RECITALS
A. Consultant is qualified to and experienced in providing coordination, analysis, data collection, outreach, estimates, and strategies for the purposes specified in this Agreement.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Agreement.

NOW THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in Exhibit A. Consultant shall provide said services at that time, place and in the manner specified in Exhibit A.

2. City Assistance, Facilities, Equipment and Clerical Support. Except as set forth in Exhibit A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing services pursuant to this Agreement. City shall furnish to Consultant only the facilities and equipment listed in Exhibit A according to the terms and conditions set forth in Exhibit A.

3. Term. This contract shall commence on the date written above and shall expire on August 31, 2026.

4. Compensation. City s
hall pay Consultant for services rendered pursuant to this Agreement as described more particularly in Exhibit A. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed $244,838.
a. Invoices submitted to City must contain a brief description of work performed, time used and City reference number. Payment shall be made within thirty (30) days of receipt of Consultant’s invoice and approved by City.
b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails ATTACHMENT 1

or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

5. Sufficiency of Consultant’s Work. All work product and all other documents prepared by Consultant shall be adequate and sufficient to meet the purposes for which they are prepared.

6. Ownership of Work. All work product and all other documents completed or partially completed by Consultant in the performance of this Agreement shall become the property of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement. If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

7. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

8. Consultant’s Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

9. Termination for Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

10. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.

11. Indemnity and Hold Harmless. Consultant shall defend, indemnify, and hold harmless, the City and its officers, agents and employees from and against all claims, losses, damage, injury, and liability for damages arising from, or alleged to have arisen from, errors, omissions, negligent or wrongful acts of the Consultant in the performance of its services under this Agreement, regardless of whether the City has reviewed or approved the work or services which has given rise to the claim, loss, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City’s acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph.

12. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:

a. General Liability and Bodily Injury Insurance. Commercial general liability insurance with limits of at least $2,000,000 combined limit for bodily injury and property damage that provides that the City, its officers, employees and agents are named as additional insureds under the policy as evidenced by an additional insured endorsement satisfactory to the City Attorney.

The policy shall state in writing either on the Certificate of Insurance or attached rider that this insurance will operate as primary insurance for work performed by Consultant and its subconsultants, and that no other insurance effected by City or other named insured will be called on to cover a loss.

b. Automobile Liability Insurance. Automobile liability insurance with limits not less than $2,000,000 per person/per occurrence.

c. Workers’ Compensation Insurance. Workers’ Compensation Insurance for all of Consultant’s employees, in strict compliance with State laws, including a waiver of subrogation and Employer’s Liability Insurance with limits of at least $1,000,000.

d. Professional Liability Insurance. Professional liability insurance in the amount of $2,000,000.

e. Certificate of Insurance. Consultant shall file a certificate of insurance with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement. The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance coverage required by this agreement. The City reserves the right to require complete certified copies of policies.

f. Waiver of Subrogation. The insurer agrees to waive all rights of subrogation against the City, its officers, employees and agents.

g. Defense Costs. Coverage shall be provided on a “pay on behalf of” basis, with defense costs payable in addition to policy limits. There shall be no cross-liability exclusions. These provisions do not apply to Professional Liability.

h. Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for

subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited naming additional insureds.

13. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: Shu Hao Zhou To City: City Manager Hexagon Transportation Consultants City of Pleasanton 100 Century Center Ct. Suite 501 P.O. Box 520
San Jose, CA 95112 Pleasanton, CA 94566

14. Conformance to Applicable Laws. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Agreement on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

15. Licenses, Certifications and Permits. Prior to the City’s execution of this Agreement and prior to the Consultant’s engaging in any operation or activity set forth in this Agreement, Consultant shall obtain a City of Pleasanton business license, which must be kept in effect during the term of this Agreement. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Agreement.

16. Records and Audits. Consultant shall maintain all records regarding this Agreement and the services performed for a period of three years from the date that final payment is made. At any time during normal business hours, the records shall be made available to the City to inspect and audit.

17. Confidentiality. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

18. Conflicts of Interest. Consultant covenants that other than this Agreement, Consultant has no financial interest with any official, employee or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or investment that would be affected in any manner of degree by the performance of Consultant’s services under this Agreement. If such an interest arises, Consultant will immediately notify the City.

19. Waiver. In the event either City or Consultant at any time waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or of any other covenant, condition or obligation.

20. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue in the applicable court or forum for Alameda County.

21. No Personal Liability. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by the City or for any amount due Consultant.

22. Exhibits. All exhibits referred to herein are attached hereto and are by this reference incorporated herein.

23. Counterparts and Electronic Signatures. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts may be delivered via facsimile, electronic mail (including pdf or any electronic signature complying with U.S. federal E-Sign Act of 2000 (15 U.S. Code §7001 et seq.), California Uniform Electronic Transactions Act (Cal. Civil Code §1633.1 et seq.), or other applicable law) or other transmission method, and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

24. Scope of Agreement. This writing constitutes the entire Agreement between the parties.

Any modification to the Agreement shall be in writing and signed by both parties.

THIS AGREEMENT executed the date and year first above written.

CITY OF PLEASANTON CONSULTANT

__________________________ By: __________________________ Gerry Beaudin, City Manager Signature

ATTEST: __________________________
P r i n t n a m e
__________________________
Jocelyn Kwong, City Clerk Its: __________________________ Title

Approved as to form:

_____________________________ By: __________________________ Daniel G. Sodergren, City Attorney Signature

__________________________
P r i n t n a m e

Its: __________________________
Title

[If Consultant is a corporation, signatures must comply with California Corporations Code §313]

Rev. 11/23

EXHIBIT A

Scope of Work
Task 1: Coordination with Project Partners and Consultant Task 1.1: Kick-Off Meeting: Upon project initiation, Hexagon will schedule a kick-off meeting including the project team and City staff to discuss the project objectives, pertinent project background information, communication protocols, scope and schedule, and set up a recurring meeting time for check-in meetings. Hexagon will coordinate with City staff to develop a detailed work plan, schedule, and invoicing structure. Meeting and conference call schedules to discuss progress will be established.

Task 1.2: Project Team Meetings: Assuming a schedule of 14 months, this scope includes monthly 1- hour virtual check-in meetings led by Hexagon. Hexagon will prepare meeting agendas, as well as summarize and distribute meeting minutes. Project administration and management work are also included in this task.

Task 1 Deliverables: Kick-off Meeting agenda and minutes, Monthly meeting minutes and action items, and monthly progress reports, and invoice
Task 2: Inventory of Facilities, Programs, and Existing Conditions The team will review any pertinent documents and programs applicable to BPMP. These include:

TASK 2:

Document
Review:
• Pleasanton Bicycle and Pedestrian Master Plan, 2018
• Pleasanton General Plan
• Pleasanton Climate Action Plan, 2022
• Pleasanton Trails Master Plan, 2019
• Programs implemented since BPMP, 2018 was adopted
TASK 2:

Hexagon’s
additions:
• Alameda County Active Transportation Plan, 2022
• Active Transportation Plans and other relevant plans of adjacent Jurisdictions
• MTC Regional Active Transportation Plan, 2023
• BART Station Access Policy and Multimodal Access Design Guidelines • Pleasanton Specific plans

The team will review the City’s 2018 Bicycle and Pedestrian Master Plan and 2019 Trails Master Plan, including relevant maps and route networks, and compare against documentation of recently implemented bicycle projects and satellite map (via Google), to determine which facilities have been implemented since adoption of each plan. The team will then update the City’s GIS layers to include bicycle projects that have been implemented since adoption of each plan.

The team will also conduct a targeted pedestrian facility inventory of up to twenty major intersections in Pleasanton. The intersections will be selected in coordination with City staff. Preliminarily, we anticipate to pick major intersections near high pedestrian generators such as malls, schools, downtown, and regional transit hubs. The team will conduct a desktop review to identify key intersection characteristics and will validate the desktop review by conducting a one-day site visit covering all twenty intersections.

During this task, we will also collect limited data about intersection accessibility, such as availability of curb ramps at the major intersections. We will digitize the data collected into a GIS layer for analysis under task 3.2.

Task 2 Deliverables: Memorandum summarizing document review, Updated Bicycle and Pedestrian Infrastructure Inventory (GIS file), Major Intersection Pedestrian Infrastructure Inventory (GIS file), One (1) data collection site visit
Task 3: Data Collection and Analysis
The team will review a range of existing data sources related to active modes to identify areas of high bicycle and pedestrian demand, high-stress locations for bicyclists and pedestrians, and network gaps and barriers, to ensure that the proposed system meets the needs of users of all ages and abilities.

Task 3.1: Demand Analysis:

The team will identify existing demand for bicycle and pedestrian trips in Pleasanton. We will determine key origins and destinations across the city, utilizing the (a) City’s existing pedestrian and bicyclist count data, (b) micromobility data available through Replica*, (c) community input gathered during Task 4, and (d) the location of schools, transit centers, parks, Downtown, and community facilities. The team will map these key origins and destinations and places with high micromobility use, which will inform locations of high demand where bicycle and pedestrian infrastructure should be added or enhanced.

The team will also review adjacent agencies’ bicycle and pedestrian plans as well as emerging micromobility programs (such as the anticipated Dublin bikeshare program) to identify potential areas of collaboration that may enhance access to destinations Pleasanton residents are trying to access outside of the city limits.

The team will work with City staff to determine the best approach for updating the City’s count data.

Our experience has taught us that traffic counts are most useful later in the project timeline, once priority projects and locations have been identified. Our fee estimate assumes that we will work with a third-party count provider to collect turning movement counts at up to ten high priority locations in the city. We can also supplement the count data using citywide Replica data.

*REPLICA is an activity-based travel demand model that uses big data sources to calculate multimodal travel activity. Toole Design has a Replica subscription that allows the team to provide the data to clients free of charge. As an alternative or supplement to collecting volume, speed, and activity data, Toole Design can use the firmwide Replica subscription to extract vehicle volumes and speeds for all of Pleasanton (including local streets), and some bicycle and pedestrian volume data.

Task 3.2: Safety and Stress Analyses:

Comfort is a key factor in whether individuals choose to walk or ride a bike, whether it’s for commuting, everyday needs, recreation, or intermodal transportation connections. Low-stress connectivity improvements create more usable route options and shorter trips (i.e., greater convenience), thereby increasing the likelihood that people will walk or ride a bicycle. The team proposes using two analyses – Pedestrian Crossing Stress Analysis (PxLTS) and Bicycle Level of Traffic Stress (LTS) Analysis – to identify high stress intersections and corridors within the City. Both analyses consider the roadway context (number of lanes, traffic volumes, posted speeds) and the presence of bicycle and pedestrian facilities to calculate a stress score from Level 1 (least stressful) to Level 4 (most stressful).

Using the data collected during Task 2.2, The team will conduct a PxLTS analysis for the City’s major intersections that assigns intersections a score based on how comfortable they are for pedestrians crossing the street. This considers traffic speeds and volumes, roadway width, traffic signals, and crossing treatments. Through this evaluation, we can identify corridors that are difficult to cross.

Comparing this analysis to trip potential and systemic safety can help identify priority locations for improving pedestrian crossings.

The team will perform a bicycle LTS analysis to identify the stress of street networks for people bicycling based on the built environment, traffic speed, and traffic volume characteristics. Toole Design has created a methodology that builds upon the well-known Mineta Transportation Institute (MTI) LTS method and uses more nuanced classification analysis based on AADT information. Using available data from the client or open sources and well-refined GIS processes, the team will methodically calculate the LTS score for every street and path segment in addition to the crossing stress for intersections in the study area.

The team will also summarize recent collision data from the Statewide Integrated Traffic Records System, with a focus on active modes, to supplement the stress analyses.

Task 3.3: Gaps/Barrier Analysis:

The LTS and PxLTS analyses will help visualize gaps in the bicycle and pedestrian networks by identifying places of high stress that are not suitable for users of all ages and abilities. These analyses also highlight some barriers in the network, typically in the form of high-speed, high-volume arterials. To supplement the gaps and barriers identified in the LTS and PxLTS analyses, the team will review the existing and planned (per the 2018 Bicycle and Pedestrian Master Plan and 2019 Trails Master Plan recommendations) facilities to identify facility gaps in the network, such as missing links in the bicycle network. To identify barriers to persons with disabilities, the team will review existing sidewalk widths, curb ramps, and other infrastructure at up to twenty major crossings throughout the City. The team will also review the larger transportation network to identify barriers to all active mode’s users, such as freeways, interchanges, and rail crossings. All gaps and barriers identified will be clearly visualized on a map.

Task 3.4: Existing Conditions Summary
The team will summarize the key findings from the analyses above into a concise, graphically rich existing conditions summary. The summary will be formatted and delivered so that it can easily be shared with the stakeholders and community members at public events and be adapted for inclusion in the final plan document. The team will rely on the existing conditions analysis to consolidate the bike corridors into critical pathways, and spur routes to most efficiently connect people to their destinations.

Task 3 Deliverables: Draft and Final Existing Conditions Summary including Demand analysis, Bicycle Level of Traffic Stress findings, Pedestrian Crossing Stress findings, Crash data summary, Gaps and barriers summary, All GIS layers.

Task 4: Community Outreach and Engagement
The team will prepare a Public Outreach Strategy Framework document early on in the project. Work on the Public Outreach Strategy Framework will commence after an outreach specific kick-off virtual meeting. The team will develop the agenda and facilitate and document the outreach kick-off meeting with the City Team. The document will outline project communication protocols and clarify roles

between the City and the Consultant team. The Framework Plan will outline in detail the timing and preparation needed for each community meeting and stakeholder outreach as well as protocols for social media. This task includes up to two rounds of review and comments. While not explicitly requested in the RFP, the team has found that a well-laid-out framework can keep the entire team (consultants and City staff) aligned throughout the process and streamline the workflow.

Unless noted otherwise, all notification material will be prepared in English. The team will arrange for translators and sign interpreters to be available at event meetings if requested by the City, which will be provided as an additional service and its cost is not currently reflected in our cost proposal. Additionally, all public notices will be sent three weeks prior to the date of the meeting.

Project Promotion: The team will create content to be placed on a Project dashboard created using Social Pinpoint to promote outreach and education materials, document meetings, announce public events, and provide a forum for the public to submit comments. The team will create and monitor a Project phone number and email address for the public to submit voicemail and/or email comments. A Project phone number will ensure members of the public who do not have a smart phone, computer, or internet access have a method for providing comments.

Outreach Strategies: The team will engage in the following outreach strategies to inform the community about the Project and solicit feedback from the community about existing safety issues, gaps and barriers, and ultimately the proposed improvements.
• Outreach Events: The team will conduct outreach at three (3) public events and/or pop-up events to inform the community about the Project and solicit feedback from the community about the proposed improvements. The public events and/or pop-up events could include community bike rides and walk audits and also leverage existing Citywide events like the farmers market, walk and bike to school days, bike month, and other citywide events. These will be determined in consultation with the City staff after the outreach kickoff meeting. The intent of these events is to meet people where they are to get input on the project. In this way, input from a broad set of community voices can be received.
• Community Meetings: The team will conduct two (2) rounds of in-person or hybrid community meetings to engage the public, solicit feedback, and report back to City staff and council on the community’s priorities. These meetings are envisioned to be interactive with a workshop component. The team will prepare all meeting materials (such as the PowerPoint presentation, boards, workshop materials, etc.) and graphics, but will rely on the City to book venues, provide direction signage on the day of the meeting, and other City-standard materials for meetings such as comment cards. The team will facilitate the meetings/workshops, and document each with a meeting summary.
• Community Surveys: The team will create up to two (2) online community surveys to obtain additional public input. These surveys will be designed to include a combination of questions as well as interactive maps where respondents can place pins and notes identifying bike/ped- related safety and connectivity issues as well as comment on proposed improvements. The surveys will be designed in coordination with City staff, including the City’s PIO. We will coordinate with City staff to determine the timing and purpose of each survey. We will draft the survey questions and host them on the project dashboard. A short analysis report of the survey results will be prepared.
• Focus Group Meetings: The team will conduct up to five (5) focus group meetings with different stakeholder/institution groups in the City to inform the project process and recommendations.

This would include meetings with the schools/school district, safe routes to school task force,

Youth Commission, Parks and Recreation Commission, the City’s business groups (Hacienda, Chamber of Commerce, Downtown Association etc.), Senior center, and Community Based Organizations (CBOs) in the City.
• Bicycle Pedestrian and Trails Commission (BPTC) Meetings: The team will meet with the City’s BPTC up to four (4) times throughout the project process. Four Three of the meetings are envisioned as study sessions. Two of the BPTC meetings will be held concurrently with the community meetings. The fourth meeting will be a formal hearing for the BPTC to recommend the Plan to City Council. Optionally, one of the BPTC meetings could be utilized as a study session with the City Council. The team will prepare and present all necessary information and presentations at each meeting stage.
• City Council Meetings: The team will assist the City in presenting the final plan to the City Council for adoption.

For all outreach events, the team will prepare all meeting materials (such as the PowerPoint presentation, boards, workshop materials, etc.) and graphics, but will rely on the City to book venues, provide direction signage on the day of the meeting, and other City-standard materials for meetings such as comment cards. We will host preparation meetings as needed with the City team to prepare for these outreach events. We will document the outreach event through photographs and provide a summary of the input received during each event.

Task 4 Deliverables: Public Outreach Strategy Framework, Project dashboard, promotion materials, Online survey questionnaire, Online survey results, and analysis, Outreach presentations, materials, and summaries for all meetings
Task 5: Needs Assessment and Gap Analysis
The team will identify the current and future needs for bicyclists and pedestrians and analyze trends in population growth, land use changes, and transportation demands. This assessment will include the updated housing element sites. We will use the travel demand model where appropriate.

Task 5 Deliverables: Memorandum identifying future demand Task 6: Plan Update
The BPMP update will involve revising the vision, goals, and objectives to align with current community needs and policy changes. Based on the findings from Task 3 and Task 5, as well as community input gathered in Task 4, the team will develop recommendations for safe and high- quality bicycle and pedestrian facilities that respond to current and future active transportation needs in the City of Pleasanton. Additionally, programs that encourage people to walk and bike and support them in these choices will be developed. The City and its regional partners currently lead several programs and events that encourage people to walk and bike. The Plan will build upon the momentum of the existing programs and propose enhancements to strengthen these programs.

The Plan will also identify opportunities for new programs to encourage walking and biking.

New design standards for bicycle and pedestrian facilities tailored to specific locations and roadway types will be developed based on current standards and best practices. The intent of the design standards will be to help the City determine the type of improvements that could be implemented at locations outside of those identified in the BPMP. The design standards will also incorporate the FHWA

Public Right-of-Way Accessibility Guidelines (PROWAG) to ensure compliance with the Americans with Disabilities Act (ADA) and to foster an inclusive transportation network.

The plan update will be organized in a graphically designed report with chapters on the project introduction, vision and goals, existing conditions and analysis, community outreach, recommended projects and programs, and implementation. All technical appendices will be attached to the report.

Based on two sets of internally consolidated comments, Hexagon will update the draft report. Hexagon will complete the Final Report that addresses comments from BPTC and City Council.

Task 6 Deliverables: Draft and Final updated BPMP with, draft and final facility recommendations, design guidelines and technical appendices, and any GIS layers Task 7: Cost Estimates and Funding Strategies
The team will develop high level planning cost estimates for the proposed improvements identified in the previous tasks. The team will identify funding opportunities, including federal, state, and local grants, as well as public-private partnerships, that may be used to design and construct the recommended infrastructure projects, as well as implement the recommended programs. This information will be provided in an organized matrix that includes the timeline for funding availability/call for proposals date, where available. Project cutsheets for the top-priority projects will be developed to assist with grant funding applications.

Task 7 Deliverables: Matrix providing cost estimates and funding strategies Task 8: Implementation Strategy
To support plan implementation and to effectively target the City’s available funding and staff resources toward meeting the BPMP’s goals, the identified improvements will be ranked as part of a prioritization process. The prioritization framework could be based on considerations such as safety, comfort, connectivity, access, equity, funding opportunities, engineering feasibility etc. Evaluation criteria metrics and point generation would be associated with each consideration category. Projects would be awarded points and ranked into tiers. A phased implementation plan will be developed for the high priority projects, identifying improvements that can be made in the short-term with quick build measures.

Focusing on the BPMP’s high priority projects and seizing opportunities (such as available funding or linking projects to incoming development), the City would be able to advance projects toward implementation.

Task 8 Deliverables: Memorandum on prioritization framework and implementation Task 9: Deliverables
All of the deliverables in the tasks described above will be provided in memorandums including a bicycle and pedestrian infrastructure inventory, a public engagement report, summarizing feedback and recommendations from stakeholders, cost and funding analysis, and an implementation plan. These deliverables will be used as the basis for developing the updated draft BPMP and will be provided as appendices. The draft BPMP will be presented to the BPTC and City Council for adoption.

The team will also provide CEQA assistance for the City to file a Categorical Exemption.

Cost Proposal Form - Attachment B

UPDATE TO THE CITY OF PLEASANTON BICYCLE AND PEDESTRIAN MASTER PLAN Hexagon Transportation Consultants
ODCs Sub-Consultant Total
Project
Manager QAQC Principal
Associate
Principal
Associate Sr. Associate Sr. Associate Associate Planner/ Engineer
Planner/
Engineer
Graphics/Adm
in
Principal-In-
Charge
Project
Manager
Senioar
Advisor
Project
Engineer
Shu Hao
(Ollie) Zhou Gary Black Jeff Elia Brett
Walinski Shikha Jain Tim Chang Huy tran Jonathan
Chang
Ethan
Heckman
Admin/
Graphics A. Wood L. Pepe M. Candy S. Rauwolf
$310 $355 $310 $310 $260 $260 $210 $180 $155 $130 $226 $176 $230 $202 $176 $172 1 Coordination with Project Partners and Consultant 18 18 36 $10,260 18 14 32 $5,996 $16,256 Kick-off Meeting 4 4 8 4 4 8
Project Team Meetings 14 14 28 14 10 24
2 Inventory of Facilities, Programs, and Existing Conditions 1 1 2 12 16 $3,000 12 8 44 48 112 $19,952 $22,952 3 Data Collection and Analysis 10 40 20 80 228 378 $65,972 $65,972 Demand Analysis 2 8 4 20 48 82 $14,556
Safety and Stress Analyses 2 16 4 16 100 138 $24,204
Gaps/Barriers Analysis 2 8 4 12 48 74 $13,148
Existing Conditions Summary 4 8 8 32 32 84 $15,288
4 Community Outreach and Engagement 66 6 132 20 224 $45,080 $8,700 28 28 4 60 $13,176 $66,956 Public Outreach Framework 2 4 8 14 0
Project Dashboard 2 8 4 14 $7,000 0 $7,000
Outreach Events (x3) 12 36 4 52 $300 4 28 4 36
Community Meetings (x2) 8 16 4 28 $200 0
Community Surveys (x2) 4 16 20 $200 0
Focus Group Meetings (x5) 10 8 4 22 $500 0
BPTC Meetings (x4) 24 40 4 68 $400 24 24
City Council Meeting (x1) 6 6 $100 0
5 Needs Assessment and Gap Analysis 4 8 16 8 36 $7,920 0 $7,920 6 Plan Update 20 4 4 4 20 80 40 172 $31,300 0 $31,300
7 Cost Estimates and Funding Strategies 4 8 16 28 $6,200 2 8 32 4 4 50 $10,732 $16,932 8 Implementation Strategy 8 2 4 16 32 62 $13,550 0 $13,550 9 Deliverables (CEQA assuming CE) 0 $0 0 $3,000 $3,000
Proposal Subtotal 117 6 8 9 50 8 16 36 264 60 574 $117,310 $8,700 12 106 88 22 128 276 632 $115,828 $3,000 $244,838 Hex
Expenses Total Fee
Tasks Labor
Task
# Task Description (Task titles outlined in detail in the scope of work.) Total Hours Total Hex Labor Costs
Toole Design
Costs
David J. Powers
Costs
Sub-Consultant (Toole Design)
Total Hours
GIS
Specialist
Project
Planner
2/25/2025 1/1

Item #9

CITY COUNCIL AGENDA REPORT

March 18, 2025
Finance

TITLE: ACCEPT THE MONTHLY DISBURSEMENT AND INVESTMENT REPORT FOR JANUARY 2025

SUMMARY
Attached is the City of Pleasanton monthly disbursements and investment report for January 2025.

RECOMMENDATION
Accept claim disbursements in the amount of $ 21,206,049 and the investment report for the month of January 2025.

BACKGROUND
The City's Investment Policy requires the Director of Finance to submit a monthly transaction report to the City Council within 60 days of the end of the reporting period in accordance with California Government Code Section 53607.

The Investment Policy also requires the Director of Finance to submit a quarterly report to the City Council on the status of the City's investment portfolio no later than 45 days after the end of each month. This report shall include the types of investments, the amount of money invested with various institutions, purchase and maturity dates, and yield on investments. The Director of Finance certifies that the investment portfolio is in compliance with the investment policy and that it will meet cash flow needs for the next six months.

This report also includes check and electronic payment information for January 2025.

DISCUSSION
The monthly disbursements and investment report provides transparency of the City’s financial transactions and payments for review by the City Council. Of note, the medium term note with 3M Company is rated at A by Moody's and rated at BBB+ by S&P. A rating of A indicates the investment grade is very high and a rating of BBB+ indicates the investment grade is good.

When this investment was purchased in 2019, it met the A rating category required by the City's investment policy. This investment is scheduled to mature in February 2025. Staff has been monitoring this investment and will take action such as selling the security before maturity if warranted.

EQUITY AND SUSTAINABILITY
Not applicable, as this item is a routine administrative matter of City business.

OUTREACH
No outreach was conducted, as this item is a routine administrative matter of City business.

STRATEGIC PLAN ALIGNMENT
This item supports the ONE Pleasanton Plan goal of Funding Our Future by supporting financial health and sound fiscal policies.

FISCAL IMPACT
There is no fiscal impact associated with acceptance of this report.

Prepared by: Submitted by: Approved by:

Xin Wei, Junior Accountant Susan Hsieh, Director of Finance

Gerry Beaudin, City
Manager

Attachments:

1. Disbursements and Investment Report

JANUARY 2025 DISBURSEMENTS
CHECK REGISTER*

DATE CHECK NUMBER AMOUNT
1/3/2025 66500-66548 1,784,344$
1/9/2025 66552-66632 607,549
1/10/2025 66642 40,641
1/17/2025 66647-66801 7,659,856
1/24/2025 66802-66923 3,666,356
1/29/2025 66937-66938 122,168
13,880,914$

ACH PAYMENTS

DATE CHECK NUMBER AMOUNT
1/3/2025 66549-66551 156,300$
1/9/2025 66633-66641 2,111,931
1/17/2025 66643-66644, 66646 208,356
1/24/2025 66924-66936 497,981
Payroll & Tax related ACH Payments 890,610
3,865,178$

WIRE TRANSFERS AMOUNT
-$

PAYROLL TRANSFERS

DATE AMOUNT
1/9/2025 1,736,280 $
1/23/2025 1,723,677
3,459,957$
TOTAL DISBURSEMENTS 21,206,049$
* Detailed registers available upon request.

$235,025,860

1.71%
334
*Based on Market value
Total Market Value
Effective Rate of Return
Portfolio Snapshot
Average Days to Maturity
Portfolio Characteristics
January 31, 2025

0.2%22.6%1.2%9.4%1.2%1.3%63.7%0.4%Sector Allocation
Certificates of Deposit - Bank
LAIF
Government Money Market
Medium Term Notes
Treasury Securities - Coupon
Federal Agency Issues - Coupon
Federal Agency Issues - Callable
Supranationals
- 20,000,000 40,000,000 60,000,000 80,000,000 100,000,000 120,000,0000-1 Yrs 1-2 Yrs 2-3 Yrs 3-4 Yrs 4-5 Yrs49%49%1%1%0%Maturity Distribution22.6%0.2%1.2%3.1%71.6%0.4%0.9%Assigned Credit Ratings of InvestmentsLAIFFDICDRYFUSAAAAAABBB

CITY OF PLEASANTON
Portfolio Management
January 31, 2025
City of Pleasanton
Portfolio Summary
% of
Portfolio
Book
ValueInvestments
Market
Value
Par
Value
Days to
MaturityTerm
YTM
360 Equiv.

YTM
365 Equiv.

Certificates of Deposit - Bank 482,414.16 2330.20 4.18259482,414.16482,414.16 4.240 LAIF 53,283,263.05 122.03 4.419153,086,969.7553,283,263.05 4.480 Gov't Money Market 2,719,343.82 11.12 4.05412,719,343.822,719,343.82 4.110 Medium Term Notes 23,013,377.48 1,7899.51 1.71738022,100,745.0022,500,000.00 1.741 Federal Agency Issues - Coupon 2,995,657.09 1,8251.24 1.2626882,853,750.003,000,000.00 1.280 Treasury Securities - Coupon 2,990,390.63 1,0481.24 4.1411,0183,002,287.503,000,000.00 4.199 Federal Agency Issues - Callable 155,421,490.80 1,82264.25 0.907428149,822,460.10155,630,000.00 0.920 Supranationals 980,200.00 1,7040.41 0.922390957,890.001,000,000.00 0.935 241,886,137.03 100.00%
Investments
235,025,860.33241,615,021.03 1,384 334 1.844 1.870
Current Year
January 31
296,089.89
Fiscal Year To Date
2,319,360.09
Average Daily Balance
Effective Rate of Return
241,044,442.47 230,912,570.23

1.71%1.45%
Total Earnings Month Ending
I hereby certify that, to the best of my knowledge, this report includes all investments in the cash management program, is in accordance with the City's current investment policy dated June 18, 2024 and will meet the City's cash flow needs for the next six months. Market value amounts are from Bank of New York Mellon (safekeeping bank) month-end statements. Book value amounts include premiums or discounts and are adjusted at year end on the general ledger. __________________________________________________ ____________________

SUSAN HSIEH, DIRECTOR OF FINANCE
Portfolio PLST
CC
Reporting period 01/01/2025-01/31/2025
Run Date: 03/03/2025 - 11:49 PM (PRF_PM1) 7.3.11
Report Ver. 7.3.11
3/10/2025

YTM
365

Par Value Book Value
Maturity
Date
Stated
RateMarket Value
January 31, 2025
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
Days to
Maturity
YTM
360CUSIP Investment #
Purchase
Date
Certificates of Deposit - Bank

3.540Fremont Bank1093-4 232,414.16 232,414.16 03/21/20253.54012/21/2024 232,414.16 3.492SYS-1094 48

4.890United Business Bank1091-2 250,000.00 250,000.00 04/11/20254.89004/11/2024 250,000.00 4.823SYS 1091 69 482,414.16 4.182482,414.16482,414.16482,414.16Subtotal and Average 4.240 59 LAIF

4.480LOCAL AGENCY INVESTMENT FUND5 53,283,263.05 53,283,263.05 4.48053,086,969.75 4.419SYS5 1 53,283,263.05 4.41953,086,969.7553,283,263.0553,106,488.30Subtotal and Average 4.480 1 Gov't Money Market

4.110Dryfus Govt Cash Mgmt 6727-1 1,461,746.24 1,461,746.24 4.11008/23/2024 1,461,746.24 4.054X9USDCRGO 1

4.110Dryfus Govt Cash Mgmt 6727-2 1,257,597.58 1,257,597.58 4.11012/05/2024 1,257,597.58 4.054X9USDCRGO 1 2,719,343.82 4.0542,719,343.822,719,343.821,609,728.58Subtotal and Average 4.110 1 Medium Term Notes

1.8233M Company6053 2,000,000.00 2,016,869.48 02/14/20252.00002/14/2020 1,998,420.00 1.79888579YBH3 13

1.690EXXON MOBIL CORPORATION6056 3,000,000.00 3,145,587.00 03/06/20252.70903/11/2020 2,995,560.00 1.66730231GAF9 33

1.821Truist Bank6058 2,000,000.00 1,969,486.00 03/10/20251.50003/13/2020 1,993,740.00 1.79689788JAA7 37

1.777EXXON MOBIL CORPORATION6064 2,000,000.00 2,113,800.00 03/19/20252.99204/20/2020 1,996,120.00 1.75330231GBH4 46

1.090Toyota Motor Credit Corp6067 3,000,000.00 2,959,140.00 01/09/20260.80003/09/2021 2,902,080.00 1.07589236THW8 342

0.732Apple Inc.6065 2,000,000.00 1,996,860.00 02/08/20260.70002/08/2021 1,929,020.00 0.722037833EB2 372

0.981Apple Inc.6066 3,000,000.00 3,331,380.00 02/23/20263.25002/23/2021 2,967,900.00 0.967037833BY5 387

1.100JPMorgan Chase Bank NA6068 3,000,000.00 3,000,000.00 06/22/20261.10006/22/2021 2,823,210.00 1.08546632FSCO 506

4.962JOHN DEERE CAPITAL CORP6073 500,000.00 491,705.00 01/16/20294.50001/15/2025 496,370.00 4.89424422EXH7 1,445

4.902BANK OF NEWYORK MELLON6074 500,000.00 493,470.00 02/01/20294.54301/15/2025 496,865.00 4.83506406RBN6 1,461

5.162MORGAN STANLEY6069 500,000.00 505,770.00 07/20/20295.44912/20/2024 507,210.00 5.09161747YFF7 1,630

5.029Bank of America6076 500,000.00 484,830.00 07/23/20294.27101/15/2025 488,410.00 4.96006051GHM4 1,633

5.077JPMorgan Chase & CO6070 500,000.00 504,480.00 07/24/20295.29912/20/2024 505,840.00 5.00746647PDU7 1,634 23,013,377.48 1.71722,100,745.0022,500,000.0022,774,252.67Subtotal and Average 1.741 380 Federal Agency Issues - Coupon

1.280FEDERAL HOME LOAN BANK3576 3,000,000.00 2,995,657.09 12/21/20261.25012/22/2021 2,853,750.00 1.2623130AQF65 688 2,995,657.09 1.2622,853,750.003,000,000.002,995,657.09Subtotal and Average 1.280 688 Treasury Securities - Coupon

3.433U S TREASURY2357 750,000.00 747,421.88 10/31/20264.12512/20/2024 748,447.50 3.38691282CLS8 637

4.331U S TREASURY2356 750,000.00 745,810.55 11/15/20274.12512/20/2024 747,015.00 4.27191282CLX7 1,017

4.476U S TREASURY2364 750,000.00 745,283.20 01/15/20284.25001/15/2025 749,355.00 4.41591282CMF5 1,078

4.555U S TREASURY2365 750,000.00 751,875.00 09/30/20284.62501/15/2025 757,470.00 4.49391282CJA0 1,337 Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM2) 7.3.11
Report Ver. 7.3.11

YTM
365

Par Value Book Value
Maturity
Date
Stated
RateMarket Value
January 31, 2025
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
Days to
Maturity
YTM
360CUSIP Investment #
Purchase
Date
2,990,390.63 4.1413,002,287.503,000,000.002,319,846.35Subtotal and Average 4.199 1,018 Federal Agency Issues - Callable

0.715FEDERAL FARM CREDIT BANK4537 3,000,000.00 2,997,750.00 06/30/20250.70007/06/2020 2,955,690.00 0.7063133ELQ49 149

0.707FEDERAL NATIONAL MORTGAGE ASSN4538 3,250,000.00 3,248,862.50 07/14/20250.70007/14/2020 3,197,512.50 0.6973136G4YH0 163

0.710FEDERAL NATIONAL MORTGAGE ASSN4541 3,000,000.00 3,000,000.00 07/22/20250.71007/22/2020 2,949,360.00 0.7003136G4A45 171

0.620FEDERAL HOME LOAN BANK4544 3,000,000.00 2,997,000.00 08/27/20250.60008/27/2020 2,938,800.00 0.6123130AJZ36 207

0.657FREDDIE MAC4545 3,000,000.00 2,998,950.00 09/09/20250.65009/09/2020 2,935,920.00 0.6483134GWA55 220

0.550FEDERAL FARM CREDIT BANK4548 3,340,000.00 3,336,660.00 09/29/20250.53010/05/2020 3,257,101.20 0.5433133EMBJ0 240

0.550FREDDIE MAC4547 3,000,000.00 3,000,000.00 09/30/20250.55009/30/2020 2,927,280.00 0.5423134GWW93 241

0.566FREDDIE MAC4549 3,000,000.00 2,997,600.00 09/30/20250.55010/07/2020 2,928,090.00 0.5593134GWWT9 241

0.600FREDDIE MAC4550 3,000,000.00 3,000,000.00 10/28/20250.60010/28/2020 2,920,890.00 0.5923134GW3F1 269

0.595FEDERAL HOME LOAN BANK4553 3,000,000.00 2,996,250.00 11/25/20250.57011/25/2020 2,912,100.00 0.5873130AKGD2 297

0.600FEDERAL NATIONAL MORTGAGE ASSN4552 3,000,000.00 3,000,000.00 11/25/20250.60011/25/2020 2,913,360.00 0.5923135GA3W9 297

0.620FREDDIE MAC4554 3,000,000.00 3,000,000.00 12/01/20250.62012/01/2020 2,910,870.00 0.6123134GXDM3 303

0.625FEDERAL HOME LOAN BANK4555 3,000,000.00 3,000,000.00 01/22/20260.62501/22/2021 2,897,340.00 0.6163130AKQ74 355

0.650FEDERAL HOME LOAN BANK4557 3,000,000.00 3,000,000.00 01/28/20260.65001/28/2021 2,896,350.00 0.6413130AKRN8 361

0.550FEDERAL NATIONAL MORTGAGE ASSN4556 3,000,000.00 3,000,000.00 01/28/20260.55001/28/2021 2,891,850.00 0.5423135G06R9 361

0.110FEDERAL HOME LOAN BANK4558 3,000,000.00 3,000,000.00 02/12/20260.60002/12/2021 2,890,320.00 0.1093130AKXQ4 376

0.625FEDERAL HOME LOAN BANK4560 3,000,000.00 3,000,000.00 02/17/20260.62502/17/2021 2,890,470.00 0.6163130AL3S1 381

0.650FEDERAL HOME LOAN BANK4561 3,000,000.00 3,000,000.00 02/24/20260.65002/24/2021 2,889,210.00 0.6413130AL5X8 388

0.616FEDERAL HOME LOAN BANK4562 3,125,000.00 3,122,500.00 02/24/20260.60002/24/2021 3,009,781.25 0.6083130AKXJ0 388

0.750FEDERAL HOME LOAN BANK4563 3,000,000.00 3,000,000.00 02/24/20260.75002/24/2021 2,891,520.00 0.7403130ALCV4 388

0.650FEDERAL HOME LOAN BANK4559 3,000,000.00 3,000,000.00 02/26/20260.65002/26/2021 2,888,610.00 0.6413130AKZ25 390

0.922FEDERAL HOME LOAN BANK4572 3,000,000.00 2,989,560.00 02/26/20260.85003/15/2021 2,893,650.00 0.9093130ALGR9 390

0.947FEDERAL HOME LOAN BANK4574 3,000,000.00 2,985,960.00 02/26/20260.85003/18/2021 2,893,650.00 0.9343130ALGR9 390

0.971FEDERAL HOME LOAN BANK4577 3,000,000.00 2,982,510.00 02/26/20260.85003/22/2021 2,893,650.00 0.9583130ALGR9 390

1.000FEDERAL HOME LOAN BANK4579 3,000,000.00 2,978,517.00 02/26/20260.85003/31/2021 2,893,650.00 0.9863130ALGR9 390

0.800FEDERAL HOME LOAN BANK4565 3,000,000.00 3,000,000.00 03/16/20260.80003/16/2021 2,887,590.00 0.7893130ALDN1 408

0.875FEDERAL HOME LOAN BANK4569 3,000,000.00 3,000,000.00 03/23/20260.87503/23/2021 2,888,160.00 0.8633130ALGC2 415

0.959FEDERAL HOME LOAN BANK4576 3,000,000.00 2,987,700.00 03/23/20260.87503/23/2021 2,888,160.00 0.9463130ALGC2 415

1.050FEDERAL FARM CREDIT BANK4575 3,000,000.00 3,000,000.00 03/25/20261.05003/25/2021 2,885,730.00 1.0363133EMUK6 417

1.000FEDERAL HOME LOAN BANK4571 3,000,000.00 3,000,000.00 03/30/20261.00003/30/2021 2,890,380.00 0.9863130ALMM3 422

0.993FEDERAL HOME LOAN BANK4578 3,000,000.00 2,998,050.00 03/30/20260.98003/30/2021 2,889,690.00 0.9803130ALNT7 422

1.026FEDERAL HOME LOAN BANK4581 3,000,000.00 2,996,250.00 03/30/20261.00004/05/2021 2,890,380.00 1.0123130ALMM3 422

1.051FEDERAL HOME LOAN BANK4580 3,000,000.00 2,995,500.00 04/15/20261.02004/15/2021 2,888,490.00 1.0363130ALUC6 438

1.020FEDERAL HOME LOAN BANK4585 2,795,000.00 2,795,000.00 05/19/20261.02005/20/2021 2,681,942.25 1.0063130AMCL4 472

1.010FEDERAL HOME LOAN BANK4587 3,000,000.00 2,998,500.00 05/26/20261.00005/26/2021 2,875,110.00 0.9963130AMH62 479

0.987FEDERAL HOME LOAN BANK4588 3,000,000.00 2,998,950.00 05/26/20260.98005/26/2021 2,874,330.00 0.9743130AMGW6 479

0.901FEDERAL HOME LOAN BANK4590 2,750,000.00 2,746,562.50 05/26/20260.87506/02/2021 2,631,145.00 0.8883130AMHB1 479 Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM2) 7.3.11

YTM
365

Par Value Book Value
Maturity
Date
Stated
RateMarket Value
January 31, 2025
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
Days to
Maturity
YTM
360CUSIP Investment #
Purchase
Date
Federal Agency Issues - Callable

1.000FEDERAL HOME LOAN BANK4591 1,500,000.00 1,500,000.00 05/26/20261.00006/02/2021 1,437,555.00 0.9863130AMH62 479

0.921FEDERAL FARM CREDIT BANK4595 3,000,000.00 2,997,000.00 06/15/20260.90006/24/2021 2,866,020.00 0.9083133EMH21 499

1.030FEDERAL HOME LOAN BANK4592 3,000,000.00 3,000,000.00 06/30/20261.03006/30/2021 2,866,950.00 1.0163130AMSL7 514

1.070FEDERAL HOME LOAN BANK4594 3,000,000.00 3,000,000.00 06/30/20261.07006/30/2021 2,868,570.00 1.0553130AMYA4 514

1.000FEDERAL HOME LOAN BANK4596 1,500,000.00 1,500,000.00 06/30/20261.00006/30/2021 1,432,860.00 0.9863130AN2Q2 514

1.025FEDERAL HOME LOAN BANK4597 3,000,000.00 2,999,250.00 07/14/20261.02007/14/2021 2,862,870.00 1.0113130AMWK4 528

1.033FEDERAL HOME LOAN BANK4598 3,000,000.00 2,983,500.00 09/30/20260.92009/30/2021 2,839,290.00 1.0193130AP2P9 606

1.085FEDERAL HOME LOAN BANK4599 3,000,000.00 2,997,750.00 10/14/20261.07010/14/2021 2,842,590.00 1.0713130APC94 620

1.421FEDERAL HOME LOAN BANK4600 530,000.00 526,947.20 11/24/20261.30012/09/2021 502,106.10 1.4013130APU78 661

1.421FEDERAL HOME LOAN BANK4601 1,840,000.00 1,829,401.60 11/24/20261.30012/09/2021 1,743,896.80 1.4013130APUR4 661

1.459FEDERAL HOME LOAN BANK4602 3,000,000.00 2,988,000.00 12/01/20261.37512/09/2021 2,844,240.00 1.4393130APVC6 668

1.425FEDERAL HOME LOAN BANK4605 3,000,000.00 2,999,250.00 12/29/20261.42001/03/2022 2,840,430.00 1.4063130AQG80 696

1.541FEDERAL HOME LOAN BANK4606 3,000,000.00 2,982,750.00 12/29/20261.42001/10/2022 2,840,430.00 1.5193130AQG80 696

1.370FEDERAL HOME LOAN BANK4603 3,000,000.00 3,000,000.00 12/30/20261.37012/30/2021 2,837,100.00 1.3513130AQEC3 697

1.385FEDERAL HOME LOAN BANK4604 3,000,000.00 2,998,500.00 12/30/20261.37512/30/2021 2,837,370.00 1.3663130AQEF6 697

1.926FEDERAL HOME LOAN BANK4607 3,000,000.00 2,975,010.00 01/28/20271.75002/08/2022 2,854,050.00 1.9003130AQLD3 726

2.112FEDERAL HOME LOAN BANK4608 3,000,000.00 2,995,500.00 02/25/20272.08003/08/2022 2,868,000.00 2.0833130AQW66 754 155,421,490.80 0.907149,822,460.10155,630,000.00156,775,855.32Subtotal and Average 0.920 428 Supranationals

0.935International Finance Corp7000 1,000,000.00 980,200.00 02/26/20260.50006/28/2021 957,890.00 0.92245950VPS9 390 980,200.00 0.922957,890.001,000,000.00980,200.00Subtotal and Average 0.935 390

1.844241,044,442.47 241,615,021.03 1.870 334235,025,860.33 241,886,137.03Total and Average Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM2) 7.3.11

Par Value Book Value
Maturity
Date
Accrued
InterestMarket Value
January 31, 2025
Portfolio Details with Earnings - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment #
Purchase
Date
Days To
Maturity
Unrealized
Gain/Loss
Current
Rate YTM
Certificates of Deposit - Bank
FREMON1093-4 232,414.16 232,414.16 03/21/202512/21/2024 232,414.16SYS-1094 946.72 0.003.5403.540 48 VCB1091-2 250,000.00 250,000.00 04/11/202504/11/2024 250,000.00SYS 1091 9,913.97 0.004.8904.890 69 482,414.16482,414.16482,414.16482,414.16Subtotal and Average 10,860.69 0.0059 4.2404.240 LAIF
LAIF5 53,283,263.05 53,283,263.0553,086,969.75SYS5 118,839.58 -196,293.304.4804.480 1 53,283,263.0553,086,969.7553,283,263.0553,106,488.30Subtotal and Average 118,839.58 -196,293.301 4.4804.480 Gov't Money Market
DRYFUS7-1 1,461,746.24 1,461,746.2408/23/2024 1,461,746.24X9USDCRGO 3,629.93 0.004.1104.110 1 DRYFUS7-2 1,257,597.58 1,257,597.5812/05/2024 1,257,597.58X9USDCRGO 8,778.80 0.004.1104.110 1 2,719,343.822,719,343.822,719,343.821,609,728.58Subtotal and Average 12,408.73 0.001 4.1104.110 Medium Term Notes
3M6053 2,000,000.00 2,016,869.48 02/14/202502/14/2020 1,998,420.0088579YBH3 18,555.56 -18,449.481.8222.000 13 XOM6056 3,000,000.00 3,145,587.00 03/06/202503/11/2020 2,995,560.0030231GAF9 32,733.75 -150,027.001.6892.709 33 TRU6058 2,000,000.00 1,969,486.00 03/10/202503/13/2020 1,993,740.0089788JAA7 11,750.00 24,254.001.8211.500 37 XOM6064 2,000,000.00 2,113,800.00 03/19/202504/20/2020 1,996,120.0030231GBH4 21,941.33 -117,680.001.7772.992 46 TOYOTA6067 3,000,000.00 2,959,140.00 01/09/202603/09/2021 2,902,080.0089236THW8 1,466.66 -57,060.001.0900.800 342 APPL6065 2,000,000.00 1,996,860.00 02/08/202602/08/2021 1,929,020.00037833EB2 6,727.78 -67,840.000.7320.700 372 APPL6066 3,000,000.00 3,331,380.00 02/23/202602/23/2021 2,967,900.00037833BY5 42,791.67 -363,480.000.9803.250 387 JP6068 3,000,000.00 3,000,000.00 06/22/202606/22/2021 2,823,210.0046632FSCO 3,575.00 -176,790.001.1001.100 506 JDCC6073 500,000.00 491,705.00 01/16/202901/15/2025 496,370.0024422EXH7 994.48 4,665.004.9624.500 1445 BNYT6074 500,000.00 493,470.00 02/01/202901/15/2025 496,865.0006406RBN6 11,357.50 3,395.004.9024.543 1461 MS6069 500,000.00 505,770.00 07/20/202912/20/2024 507,210.0061747YFF7 832.49 1,440.005.1615.449 1630 BOFA6076 500,000.00 484,830.00 07/23/202901/15/2025 488,410.0006051GHM4 530.93 3,580.005.0294.271 1633 JPMCC6070 500,000.00 504,480.00 07/24/202912/20/2024 505,840.0046647PDU7 515.18 1,360.005.0765.299 1634 23,013,377.4822,100,745.0022,500,000.0022,774,252.67Subtotal and Average 153,772.33 -912,632.48380 1.7412.246 Federal Agency Issues - Coupon
FHLB3576 3,000,000.00 2,995,657.09 12/21/202612/22/2021 2,853,750.003130AQF65 4,166.66 -141,907.091.2801.250 688 2,995,657.092,853,750.003,000,000.002,995,657.09Subtotal and Average 4,166.66 -141,907.09688 1.2801.250 Treasury Securities - Coupon
UST2357 750,000.00 747,421.88 10/31/202612/20/2024 748,447.5091282CLS8 7,904.36 1,025.623.4334.125 637 UST2356 750,000.00 745,810.55 11/15/202712/20/2024 747,015.0091282CLX7 6,666.09 1,204.454.3304.125 1017 UST2364 750,000.00 745,283.20 01/15/202801/15/2025 749,355.0091282CMF5 1,496.89 4,071.804.4764.250 1078 UST2365 750,000.00 751,875.00 09/30/202801/15/2025 757,470.0091282CJA0 3,136.13 5,595.004.5544.625 1337 Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM8) 7.3.11
Report Ver. 7.3.11

Par Value Book Value
Maturity
Date
Accrued
InterestMarket Value
January 31, 2025
Portfolio Details with Earnings - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment #
Purchase
Date
Days To
Maturity
Unrealized
Gain/Loss
Current
Rate YTM
2,990,390.633,002,287.503,000,000.002,319,846.35Subtotal and Average 19,203.47 11,896.871018 4.1994.282 Federal Agency Issues - Callable
FFCB4537 3,000,000.00 2,997,750.00 06/30/202507/06/2020 2,955,690.003133ELQ49 -5,541.67 -42,060.000.7150.700 149 FNMA4538 3,250,000.00 3,248,862.50 07/14/202507/14/2020 3,197,512.503136G4YH0 1,074.31 -51,350.000.7070.700 163 FNMA4541 3,000,000.00 3,000,000.00 07/22/202507/22/2020 2,949,360.003136G4A45 532.50 -50,640.000.7100.710 171 FHLB4544 3,000,000.00 2,997,000.00 08/27/202508/27/2020 2,938,800.003130AJZ36 7,700.00 -58,200.000.6200.600 207 FHLMC4545 3,000,000.00 2,998,950.00 09/09/202509/09/2020 2,935,920.003134GWA55 7,691.67 -63,030.000.6570.650 220 FFCB4548 3,340,000.00 3,336,660.00 09/29/202510/05/2020 3,257,101.203133EMBJ0 5,999.01 -79,558.800.5500.530 240 FHLMC4547 3,000,000.00 3,000,000.00 09/30/202509/30/2020 2,927,280.003134GWW93 5,545.83 -72,720.000.5500.550 241 FHLMC4549 3,000,000.00 2,997,600.00 09/30/202510/07/2020 2,928,090.003134GWWT9 5,545.83 -69,510.000.5660.550 241 FHLMC4550 3,000,000.00 3,000,000.00 10/28/202510/28/2020 2,920,890.003134GW3F1 4,650.00 -79,110.000.6000.600 269 FHLB4553 3,000,000.00 2,996,250.00 11/25/202511/25/2020 2,912,100.003130AKGD2 3,135.00 -84,150.000.5950.570 297 FNMA4552 3,000,000.00 3,000,000.00 11/25/202511/25/2020 2,913,360.003135GA3W9 3,300.00 -86,640.000.6000.600 297 FHLMC4554 3,000,000.00 3,000,000.00 12/01/202512/01/2020 2,910,870.003134GXDM3 3,100.00 -89,130.000.6200.620 303 FHLB4555 3,000,000.00 3,000,000.00 01/22/202601/22/2021 2,897,340.003130AKQ74 468.75 -102,660.000.6250.625 355 FHLB4557 3,000,000.00 3,000,000.00 01/28/202601/28/2021 2,896,350.003130AKRN8 162.50 -103,650.000.6500.650 361 FNMA4556 3,000,000.00 3,000,000.00 01/28/202601/28/2021 2,891,850.003135G06R9 137.50 -108,150.000.5500.550 361 FHLB4558 3,000,000.00 3,000,000.00 02/12/202602/12/2021 2,890,320.003130AKXQ4 8,450.00 -109,680.000.1100.600 376 FHLB4560 3,000,000.00 3,000,000.00 02/17/202602/17/2021 2,890,470.003130AL3S1 8,541.67 -109,530.000.6250.625 381 FHLB4561 3,000,000.00 3,000,000.00 02/24/202602/24/2021 2,889,210.003130AL5X8 8,504.17 -110,790.000.6500.650 388 FHLB4562 3,125,000.00 3,122,500.00 02/24/202602/24/2021 3,009,781.253130AKXJ0 8,177.08 -112,718.750.6160.600 388 FHLB4563 3,000,000.00 3,000,000.00 02/24/202602/24/2021 2,891,520.003130ALCV4 9,812.50 -108,480.000.7500.750 388 FHLB4559 3,000,000.00 3,000,000.00 02/26/202602/26/2021 2,888,610.003130AKZ25 8,395.83 -111,390.000.6500.650 390 FHLB4572 3,000,000.00 2,989,560.00 02/26/202603/15/2021 2,893,650.003130ALGR9 10,979.17 -95,910.000.9220.850 390 FHLB4574 3,000,000.00 2,985,960.00 02/26/202603/18/2021 2,893,650.003130ALGR9 10,979.17 -92,310.000.9470.850 390 FHLB4577 3,000,000.00 2,982,510.00 02/26/202603/22/2021 2,893,650.003130ALGR9 10,979.17 -88,860.000.9710.850 390 FHLB4579 3,000,000.00 2,978,517.00 02/26/202603/31/2021 2,893,650.003130ALGR9 10,979.17 -84,867.001.0000.850 390 FHLB4565 3,000,000.00 3,000,000.00 03/16/202603/16/2021 2,887,590.003130ALDN1 9,000.00 -112,410.000.8000.800 408 FHLB4569 3,000,000.00 3,000,000.00 03/23/202603/23/2021 2,888,160.003130ALGC2 9,333.33 -111,840.000.8750.875 415 FHLB4576 3,000,000.00 2,987,700.00 03/23/202603/23/2021 2,888,160.003130ALGC2 9,333.33 -99,540.000.9590.875 415 FFCB4575 3,000,000.00 3,000,000.00 03/25/202603/25/2021 2,885,730.003133EMUK6 11,025.00 -114,270.001.0501.050 417 FHLB4571 3,000,000.00 3,000,000.00 03/30/202603/30/2021 2,890,380.003130ALMM3 10,083.33 -109,620.001.0001.000 422 FHLB4578 3,000,000.00 2,998,050.00 03/30/202603/30/2021 2,889,690.003130ALNT7 9,881.67 -108,360.000.9930.980 422 FHLB4581 3,000,000.00 2,996,250.00 03/30/202604/05/2021 2,890,380.003130ALMM3 10,083.33 -105,870.001.0251.000 422 FHLB4580 3,000,000.00 2,995,500.00 04/15/202604/15/2021 2,888,490.003130ALUC6 9,010.00 -107,010.001.0501.020 438 FHLB4585 2,795,000.00 2,795,000.00 05/19/202605/20/2021 2,681,942.253130AMCL4 5,701.80 -113,057.751.0191.020 472 FHLB4587 3,000,000.00 2,998,500.00 05/26/202605/26/2021 2,875,110.003130AMH62 5,416.67 -123,390.001.0101.000 479 FHLB4588 3,000,000.00 2,998,950.00 05/26/202605/26/2021 2,874,330.003130AMGW6 5,308.33 -124,620.000.9870.980 479 FHLB4590 2,750,000.00 2,746,562.50 05/26/202606/02/2021 2,631,145.003130AMHB1 4,344.62 -115,417.500.9000.875 479 Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM8) 7.3.11

Par Value Book Value
Maturity
Date
Accrued
InterestMarket Value
January 31, 2025
Portfolio Details with Earnings - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment #
Purchase
Date
Days To
Maturity
Unrealized
Gain/Loss
Current
Rate YTM
Federal Agency Issues - Callable
FHLB4591 1,500,000.00 1,500,000.00 05/26/202606/02/2021 1,437,555.003130AMH62 2,708.33 -62,445.000.9991.000 479 FFCB4595 3,000,000.00 2,997,000.00 06/15/202606/24/2021 2,866,020.003133EMH21 3,450.00 -130,980.000.9200.900 499 FHLB4592 3,000,000.00 3,000,000.00 06/30/202606/30/2021 2,866,950.003130AMSL7 2,660.83 -133,050.001.0301.030 514 FHLB4594 3,000,000.00 3,000,000.00 06/30/202606/30/2021 2,868,570.003130AMYA4 2,764.17 -131,430.001.0701.070 514 FHLB4596 1,500,000.00 1,500,000.00 06/30/202606/30/2021 1,432,860.003130AN2Q2 1,291.67 -67,140.001.0001.000 514 FHLB4597 3,000,000.00 2,999,250.00 07/14/202607/14/2021 2,862,870.003130AMWK4 1,445.00 -136,380.001.0251.020 528 FHLB4598 3,000,000.00 2,983,500.00 09/30/202609/30/2021 2,839,290.003130AP2P9 9,276.67 -144,210.001.0330.920 606 FHLB4599 3,000,000.00 2,997,750.00 10/14/202610/14/2021 2,842,590.003130APC94 9,540.83 -155,160.001.0851.070 620 FHLB4600 530,000.00 526,947.20 11/24/202612/09/2021 502,106.103130APU78 1,282.31 -24,841.101.4201.300 661 FHLB4601 1,840,000.00 1,829,401.60 11/24/202612/09/2021 1,743,896.803130APUR4 4,451.78 -85,504.801.4201.300 661 FHLB4602 3,000,000.00 2,988,000.00 12/01/202612/09/2021 2,844,240.003130APVC6 6,875.00 -143,760.001.4581.375 668 FHLB4605 3,000,000.00 2,999,250.00 12/29/202601/03/2022 2,840,430.003130AQG80 3,786.67 -158,820.001.4251.420 696 FHLB4606 3,000,000.00 2,982,750.00 12/29/202601/10/2022 2,840,430.003130AQG80 3,786.67 -142,320.001.5401.420 696 FHLB4603 3,000,000.00 3,000,000.00 12/30/202612/30/2021 2,837,100.003130AQEC3 24,089.17 -162,900.001.3701.370 697 FHLB4604 3,000,000.00 2,998,500.00 12/30/202612/30/2021 2,837,370.003130AQEF6 24,177.08 -161,130.001.3851.375 697 FHLB4607 3,000,000.00 2,975,010.00 01/28/202702/08/2022 2,854,050.003130AQLD3 437.50 -120,960.001.9261.750 726 FHLB4608 3,000,000.00 2,995,500.00 02/25/202703/08/2022 2,868,000.003130AQW66 27,040.00 -127,500.002.1112.080 754 155,421,490.80149,822,460.10155,630,000.00156,775,855.32Subtotal and Average 366,884.25 -5,599,030.70428 0.9200.902 Supranationals
IFC7000 1,000,000.00 980,200.00 02/26/202606/28/2021 957,890.0045950VPS9 2,152.78 -22,310.000.9350.500 390 980,200.00957,890.001,000,000.00980,200.00Subtotal and Average 2,152.78 -22,310.00390 0.9350.500 241,615,021.03 235,025,860.33 241,886,137.03 1.905 334 1.870 688,288.49 -6,860,276.70241,044,442.47Total and Average Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM8) 7.3.11

Par Value
Stated
Rate
January 31, 2025
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal

CITY OF PLEASANTON
S&P
YTM
Moody'sCUSIP Investment # Issuer
Purchase
Date
Accrued Interest
At Purchase
Certificates of Deposit - Bank
FREMON1093-4 232,414.16 232,414.163.54003/21/2025SYS-1094 12/21/2024 232,414.163.540 VCB1091-2 250,000.00 250,000.004.89004/11/2025SYS 1091 04/11/2024 250,000.004.890 482,414.16Certificates of Deposit - Bank Totals 482,414.160.004.240482,414.16 LAIF
LAIF5 53,283,263.05 53,283,263.054.480SYS5 53,283,263.054.480 53,283,263.05LAIF Totals 53,283,263.050.004.48053,283,263.05 Gov't Money Market
DRYFUS7-1 1,461,746.24 1,461,746.244.110X9USDCRGO 08/23/2024 1,461,746.244.110 DRYFUS7-2 1,257,597.58 1,257,597.584.110X9USDCRGO 12/05/2024 1,257,597.584.110 2,719,343.82Gov't Money Market Totals 2,719,343.820.004.1102,719,343.82 Medium Term Notes
3M6053 2,000,000.00 2,016,869.482.00002/14/202588579YBH3 A02/14/2020 2,016,869.48BBB1.823 XOM6056 3,000,000.00 3,145,587.002.70903/06/202530231GAF9 Aa Received03/11/2020 3,145,587.00AA1.690 TRU6058 2,000,000.00 1,969,486.001.50003/10/202589788JAA7 A Received03/13/2020 1,969,486.00A1.821 XOM6064 2,000,000.00 2,113,800.002.99203/19/202530231GBH4 Aa Received04/20/2020 2,113,800.00AA1.777 TOYOTA6067 3,000,000.00 2,959,140.000.80001/09/202689236THW8 A Received03/09/2021 2,959,140.00A1.090 APPL6065 2,000,000.00 1,996,860.000.70002/08/2026037833EB2 Aaa02/08/2021 1,996,860.00AA0.732 APPL6066 3,000,000.00 3,331,380.003.25002/23/2026037833BY5 Aaa02/23/2021 3,331,380.00AA0.981 JP6068 3,000,000.00 3,000,000.001.10006/22/202646632FSCO Aa06/22/2021 3,000,000.00AA1.100 JDCC6073 500,000.00 491,705.004.50001/16/202924422EXH7 A Received01/15/2025 491,705.00A4.962 BNYT6074 500,000.00 493,470.004.54302/01/202906406RBN6 Aa Received01/15/2025 493,470.00A4.902 MS6069 500,000.00 505,770.005.44907/20/202961747YFF7 A Received12/20/2024 505,770.00A5.162 BOFA6076 500,000.00 484,830.004.27107/23/202906051GHM4 A Received01/15/2025 484,830.00A5.029 JPMCC6070 500,000.00 504,480.005.29907/24/202946647PDU7 A Received12/20/2024 504,480.00A5.077 23,013,377.48Medium Term Notes Totals 23,013,377.480.001.74122,500,000.00 Federal Agency Issues - Coupon
FHLB3576 3,000,000.00 2,995,657.091.25012/21/20263130AQF65 Aaa12/22/2021 2,995,657.09AA1.280 2,995,657.09Federal Agency Issues - Coupon Totals 2,995,657.090.001.2803,000,000.00 Treasury Securities - Coupon
UST2357 750,000.00 747,421.884.12510/31/202691282CLS8 Aaa12/20/2024 747,421.88AA3.433 UST2356 750,000.00 745,810.554.12511/15/202791282CLX7 Aaa12/20/2024 745,810.55AA4.331 UST2364 750,000.00 745,283.204.25001/15/202891282CMF5 Aaa01/15/2025 745,283.20AA4.476 Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PMS) 7.3.11
Report Ver. 7.3.11

Par Value
Stated
Rate
January 31, 2025
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal

CITY OF PLEASANTON
S&P
YTM
Moody'sCUSIP Investment # Issuer
Purchase
Date
Accrued Interest
At Purchase
Treasury Securities - Coupon
UST2365 750,000.00 751,875.004.62509/30/202891282CJA0 Aaa Data Err01/15/2025 751,875.00AA4.555 2,990,390.63Treasury Securities - Coupon Totals 2,990,390.630.004.1993,000,000.00 Federal Agency Issues - Callable
FFCB4537 3,000,000.00 2,997,750.000.70006/30/20253133ELQ49 Aaa Received07/06/2020 2,997,750.00AA0.715 FNMA4538 3,250,000.00 3,248,862.500.70007/14/20253136G4YH0 07/14/2020 3,248,862.50AA0.707 FNMA4541 3,000,000.00 3,000,000.000.71007/22/20253136G4A45 Aaa07/22/2020 3,000,000.00AA0.710 FHLB4544 3,000,000.00 2,997,000.000.60008/27/20253130AJZ36 Aaa08/27/2020 2,997,000.00AA0.620 FHLMC4545 3,000,000.00 2,998,950.000.65009/09/20253134GWA55 Aaa09/09/2020 2,998,950.00AA0.657 FFCB4548 3,340,000.00 3,336,660.000.53009/29/20253133EMBJ0 Aaa Received10/05/2020 3,336,660.00AA0.550 FHLMC4547 3,000,000.00 3,000,000.000.55009/30/20253134GWW93 Aaa09/30/2020 3,000,000.00AA0.550 FHLMC4549 3,000,000.00 2,997,600.000.55009/30/20253134GWWT9 Aaa Received10/07/2020 2,997,600.00AA0.566 FHLMC4550 3,000,000.00 3,000,000.000.60010/28/20253134GW3F1 Aaa10/28/2020 3,000,000.00AA0.600 FHLB4553 3,000,000.00 2,996,250.000.57011/25/20253130AKGD2 Aaa11/25/2020 2,996,250.00AA0.595 FNMA4552 3,000,000.00 3,000,000.000.60011/25/20253135GA3W9 Aaa11/25/2020 3,000,000.00AA0.600 FHLMC4554 3,000,000.00 3,000,000.000.62012/01/20253134GXDM3 Aaa12/01/2020 3,000,000.00AA0.620 FHLB4555 3,000,000.00 3,000,000.000.62501/22/20263130AKQ74 Aaa01/22/2021 3,000,000.00AA0.625 FHLB4557 3,000,000.00 3,000,000.000.65001/28/20263130AKRN8 Aaa01/28/2021 3,000,000.00AA0.650 FNMA4556 3,000,000.00 3,000,000.000.55001/28/20263135G06R9 Aaa01/28/2021 3,000,000.00AA0.550 FHLB4558 3,000,000.00 3,000,000.000.60002/12/20263130AKXQ4 Aaa02/12/2021 3,000,000.00AA0.110 FHLB4560 3,000,000.00 3,000,000.000.62502/17/20263130AL3S1 Aaa02/17/2021 3,000,000.00AA0.625 FHLB4561 3,000,000.00 3,000,000.000.65002/24/20263130AL5X8 Aaa02/24/2021 3,000,000.00AA0.650 FHLB4562 3,125,000.00 3,122,500.000.60002/24/20263130AKXJ0 02/24/2021 3,122,500.00AA0.616 FHLB4563 3,000,000.00 3,000,000.000.75002/24/20263130ALCV4 02/24/2021 3,000,000.00AA0.750 FHLB4559 3,000,000.00 3,000,000.000.65002/26/20263130AKZ25 Aaa02/26/2021 3,000,000.00AA0.650 FHLB4572 3,000,000.00 2,989,560.000.85002/26/20263130ALGR9 Aaa Received03/15/2021 2,989,560.00AA0.922 FHLB4574 3,000,000.00 2,985,960.000.85002/26/20263130ALGR9 Aaa Received03/18/2021 2,985,960.00AA0.947 FHLB4577 3,000,000.00 2,982,510.000.85002/26/20263130ALGR9 Aaa Received03/22/2021 2,982,510.00AA0.971 FHLB4579 3,000,000.00 2,978,517.000.85002/26/20263130ALGR9 Aaa Received03/31/2021 2,978,517.00AA1.000 FHLB4565 3,000,000.00 3,000,000.000.80003/16/20263130ALDN1 Aaa03/16/2021 3,000,000.00AA0.800 FHLB4569 3,000,000.00 3,000,000.000.87503/23/20263130ALGC2 Aaa03/23/2021 3,000,000.00AA0.875 FHLB4576 3,000,000.00 2,987,700.000.87503/23/20263130ALGC2 Aaa03/23/2021 2,987,700.00AA0.959 FFCB4575 3,000,000.00 3,000,000.001.05003/25/20263133EMUK6 Aaa03/25/2021 3,000,000.00AA1.050 FHLB4571 3,000,000.00 3,000,000.001.00003/30/20263130ALMM3 Aaa03/30/2021 3,000,000.00AA1.000 FHLB4578 3,000,000.00 2,998,050.000.98003/30/20263130ALNT7 Aaa03/30/2021 2,998,050.00AA0.993 FHLB4581 3,000,000.00 2,996,250.001.00003/30/20263130ALMM3 Aaa Received04/05/2021 2,996,250.00AA1.026 FHLB4580 3,000,000.00 2,995,500.001.02004/15/20263130ALUC6 Aaa04/15/2021 2,995,500.00AA1.051 Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PMS) 7.3.11

Par Value
Stated
Rate
January 31, 2025
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal

CITY OF PLEASANTON
S&P
YTM
Moody'sCUSIP Investment # Issuer
Purchase
Date
Accrued Interest
At Purchase
Federal Agency Issues - Callable
FHLB4585 2,795,000.00 2,795,000.001.02005/19/20263130AMCL4 Aaa Received05/20/2021 2,795,000.00AA1.020 FHLB4587 3,000,000.00 2,998,500.001.00005/26/20263130AMH62 Aaa05/26/2021 2,998,500.00AA1.010 FHLB4588 3,000,000.00 2,998,950.000.98005/26/20263130AMGW6 Aaa05/26/2021 2,998,950.00AA0.987 FHLB4590 2,750,000.00 2,746,562.500.87505/26/20263130AMHB1 Aaa Received06/02/2021 2,746,562.50AA0.901 FHLB4591 1,500,000.00 1,500,000.001.00005/26/20263130AMH62 Aaa Received06/02/2021 1,500,000.00AA1.000 FFCB4595 3,000,000.00 2,997,000.000.90006/15/20263133EMH21 Aaa Received06/24/2021 2,997,000.00AA0.921 FHLB4592 3,000,000.00 3,000,000.001.03006/30/20263130AMSL7 Aaa06/30/2021 3,000,000.00AA1.030 FHLB4594 3,000,000.00 3,000,000.001.07006/30/20263130AMYA4 Aaa06/30/2021 3,000,000.00AA1.070 FHLB4596 1,500,000.00 1,500,000.001.00006/30/20263130AN2Q2 Aaa06/30/2021 1,500,000.00AA1.000 FHLB4597 3,000,000.00 2,999,250.001.02007/14/20263130AMWK4 Aaa07/14/2021 2,999,250.00AA1.025 FHLB4598 3,000,000.00 2,983,500.000.92009/30/20263130AP2P9 Aaa09/30/2021 2,983,500.00AA1.033 FHLB4599 3,000,000.00 2,997,750.001.07010/14/20263130APC94 Aaa10/14/2021 2,997,750.00AA1.085 FHLB4600 530,000.00 526,947.201.30011/24/20263130APU78 Aaa Received12/09/2021 526,947.20AA1.421 FHLB4601 1,840,000.00 1,829,401.601.30011/24/20263130APUR4 Aaa Received12/09/2021 1,829,401.60AA1.421 FHLB4602 3,000,000.00 2,988,000.001.37512/01/20263130APVC6 Aaa Received12/09/2021 2,988,000.00AA1.459 FHLB4605 3,000,000.00 2,999,250.001.42012/29/20263130AQG80 Aaa Received01/03/2022 2,999,250.00AA1.425 FHLB4606 3,000,000.00 2,982,750.001.42012/29/20263130AQG80 Aaa Received01/10/2022 2,982,750.00AA1.541 FHLB4603 3,000,000.00 3,000,000.001.37012/30/20263130AQEC3 Aaa12/30/2021 3,000,000.00AA1.370 FHLB4604 3,000,000.00 2,998,500.001.37512/30/20263130AQEF6 Aaa12/30/2021 2,998,500.00AA1.385 FHLB4607 3,000,000.00 2,975,010.001.75001/28/20273130AQLD3 Aaa Received02/08/2022 2,975,010.00AA1.926 FHLB4608 3,000,000.00 2,995,500.002.08002/25/20273130AQW66 Aaa Received03/08/2022 2,995,500.00AA2.112 155,421,490.80Federal Agency Issues - Callable Totals 155,421,490.800.000.920155,630,000.00 Supranationals
IFC7000 1,000,000.00 980,200.000.50002/26/202645950VPS9 Aaa Received06/28/2021 980,200.00AAA0.935 980,200.00Supranationals Totals 980,200.000.000.9351,000,000.00 241,886,137.03Investment Totals 241,886,137.030.00241,615,021.03 1.870 Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PMS) 7.3.11

Stated
Rate
Transaction
Date
January 1, 2025 through January 31, 2025
Activity By Type
Balance
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment # Issuer
Purchases
or Deposits
Redemptions
or Withdrawals
Certificates of Deposit - Bank
482,414.16Subtotal
LAIF (Monthly Summary)
LOCAL AGENCY INVESTMENT FUND5 391,429.804.480 0.00SYS5

0.00 53,283,263.05Subtotal 391,429.80
Gov't Money Market (Monthly Summary)
Dryfus Govt Cash Mgmt 6727-1 1,057,755.424.110 0.00X9USDCRGO Dryfus Govt Cash Mgmt 6727-2 1,242,897.584.110 467,155.97X9USDCRGO 467,155.97 2,719,343.82Subtotal 2,300,653.00
Medium Term Notes
Apple Inc.6049 0.002.750 01/13/2025 1,037,212.20037833DF4 BANK OF NEWYORK MELLON6074 493,470.004.543 01/15/2025 0.0006406RBN6 Bank of America6076 484,830.004.271 01/15/2025 0.0006051GHM4 JOHN DEERE CAPITAL CORP6073 491,705.004.500 01/15/2025 0.0024422EXH7 1,037,212.20 23,013,377.48Subtotal 1,470,005.00
Federal Agency Issues - Coupon
2,995,657.09Subtotal
Treasury Securities - Coupon
U S TREASURY2364 745,283.204.250 01/15/2025 0.0091282CMF5 U S TREASURY2365 751,875.004.625 01/15/2025 0.0091282CJA0

0.00 2,990,390.63Subtotal 1,497,158.20
Federal Agency Issues - Callable
FREDDIE MAC4535 0.000.700 01/15/2025 2,998,950.003134GVZ68 2,998,950.00 155,421,490.80Subtotal 0.00
Supranationals
980,200.00Subtotal
241,886,137.03Total 4,503,318.175,659,246.00
Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM3) 7.3.11
Report Ver. 7.3.11

January 2024 through January 2025
Activity Summary
Month
Portfolio Management
End Year
Number of
Securities
Average
Balance
360
Equivalent
365
Equivalent
Managed
Pool
Rate
Average
Term
Average
Days to Maturity

CITY OF PLEASANTON
Number
of Investments
Purchased
Number
of Investments
Redeemed
Yield to Maturity
247,834,511.04January 2024 74 1,403 5801.679 1.702 4.012 0 1 243,504,467.82February 2024 73 1,426 5661.665 1.688 4.122 0 0 240,078,438.89March 2024 73 1,444 5491.665 1.688 4.272 0 0 254,330,644.64April 2024 75 1,305 4751.915 1.942 4.272 2 2 263,538,122.69May 2024 73 1,301 4561.926 1.953 4.332 0 1 260,556,724.84June 2024 72 1,326 4431.920 1.946 4.480 0 0 249,460,826.05July 2024 72 1,469 4661.649 1.672 4.480 0 0 232,025,539.32August 2024 73 1,467 4431.645 1.668 4.480 1 1 229,828,688.26September 2024 73 1,490 4281.599 1.621 4.480 1 2 220,883,480.07October 2024 71 1,541 4201.495 1.516 4.480 0 1 217,493,941.37November 2024 70 1,540 3941.493 1.514 4.480 0 0 225,183,251.16December 2024 76 1,405 3451.775 1.799 4.480 6 1 241,044,442.47January 2025 80 1,384 3341.844 1.870 4.480 5 2 Average 240,426,792.20 1.713% 1.737% 4.373 1 1 1,423 45473 Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM4) 7.3.11
Report Ver. 7.3.11

January 2024 through January 2025
Distribution of Investments By Type
Portfolio Management

CITY OF PLEASANTON
AverageFebruaryJanuary March
2024 2024 by Period
MayApril June
2024 2024
AugustJuly September
2024 2024
October December
2024 2024
January
2025Security Type
November
2024202420242024

0.2 0.20.2Certificates of Deposit - Bank 0.2 0.20.2 0.2 0.20.2 0.2 0.20.2 0.2 0.2% Certificates of Deposit - S & L

21.5 20.522.7LAIF 28.3 27.028.1 19.1 17.319.0 13.7 22.013.8 22.0 21.2% Fidelity - Government Fund
Gov't Money Market 0.1 0.7 1.5 0.41.4 1.1 0.4%
Managed Pool Accounts -4
Passbook/Checking Accounts

11.4 11.511.2Medium Term Notes 9.7 9.910.4 10.5 10.211.0 9.9 9.49.9 9.5 10.3% Bankers Acceptances
Commercial Paper - Discount

1.2 1.31.2Federal Agency Issues - Coupon 1.1 1.21.1 1.3 1.31.3 1.4 1.21.4 1.2 1.3% Federal Agency Issues - Discount
Treasury Securities - Coupon 0.6 1.2 0.1%
Treasury Securities - Discount

65.4 66.264.3Federal Agency Issues - Callable 60.3 61.459.8 68.4 69.868.1 72.8 65.872.9 64.3 66.1%

0.4 0.40.4Supranationals 0.4 0.40.4 0.4 0.40.4 0.5 0.40.5 0.4 0.4% Miscellaneous Securities - Discount
Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM5) 7.3.11
Report Ver. 7.3.11

January 31, 2025
Interest Earnings Summary
Month EndingJanuary 31 Fiscal Year To Date
Portfolio Management

CITY OF PLEASANTON
CD/Coupon/Discount Investments:
186,497.50Interest Collected
Plus Accrued Interest at End of Period
Less Accrued Interest at Beginning of Period
549,690.18
( 532,195.23)
1,256,360.27
549,632.61
( 605,322.56)
Less Accrued Interest at Purchase During Period ( 31,710.29) ( 53,807.56) Interest Earned during Period
Adjusted by Capital Gains or Losses
Earnings during Periods
172,282.16
-83,832.20
1,146,862.76
-48,012.60
88,449.96 1,098,850.16
Pass Through Securities:

0.00Interest Collected
Plus Accrued Interest at End of Period
Less Accrued Interest at Beginning of Period

0.00 ( 0.00)

0.00 0.00
( 0.00)
Less Accrued Interest at Purchase During Period ( 0.00) ( 0.00) Interest Earned during Period
Adjusted by Premiums and Discounts
Adjusted by Capital Gains or Losses
Earnings during Periods

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00
Cash/Checking Accounts:
393,885.22Interest Collected
Plus Accrued Interest at End of Period
Less Accrued Interest at Beginning of Period
131,248.31
( 317,493.60)
1,811,552.54
131,248.31
( 722,290.92)
Interest Earned during Period 207,639.93 1,220,509.93
Total Interest Earned during Period
Total Capital Gains or Losses
Total Earnings during Period
379,922.09
-83,832.20
2,367,372.69
-48,012.60
296,089.89 2,319,360.09
Portfolio PLST
CC
Run Date: 03/03/2025 - 11:49 PM (PRF_PM6) 7.3.11
Report Ver. 7.3.11

Item #10

CITY COUNCIL AGENDA REPORT

March 18, 2025
Public Works - Engineering Division

TITLE: AWARD A CONSTRUCTION CONTRACT TO TELSTAR INSTRUMENTS IN THE AMOUNT OF $478,873 FOR THE SEWER STATION S-14 ELECTRICAL IMPROVEMENTS PROJECT, CIP NO. 24265, APPROVE A DESIGN
PROFESSIONAL SERVICES AGREEMENT WITH FRISCH ENGINEERING, INC.

FOR THE NOT-TO-EXCEED AMOUNT OF $95,165 AND AUTHORIZE THE

DIRECTOR OF PUBLIC WORKS OR THEIR DELEGATE TO APPROVE AND

EXECUTE CONTRACT CHANGE ORDERS FOR A PROJECT CONTINGENCY AMOUNT NOT-TO-EXCEED $72,000

SUMMARY
The Sewer Station S-14 Electrical Improvements project consists of replacing all the underground electrical equipment damaged by the 2023 winter storms with new equipment placed above grade and completing the associated computer programming, located on Alisal Street near Alisal Court. The City applied for a FEMA (Federal Emergency Management Agency) disaster relief grant; the application was accepted, and project details are under review, which will partially reimburse project costs. The project was designed by Frish Engineering, then competitively bid for construction. Staff recommends award of the construction contract to the lowest responsible bidder, Telstar Instruments, in the amount of $478,873, approval of a design professional services agreement with Frisch Engineering, Inc. for the not-to-exceed amount of $95,165 and authorization for the Director of Public Works or their delegate to approve and execute contract change orders for a project contingency amount not-to-exceed $72,000.

RECOMMENDATION

1. Award a construction contract to Telstar Instruments in the amount of $478,873 for the Sewer Station S-14 Electrical Improvements Project, CIP No. 24265, and approve a design professional services agreement with Frisch Engineering, Inc. for the not-to- exceed amount of $95,165.

2. Authorize the City Manager to enter into the construction contract with Telstar Instruments and the design professional services agreement with Frish Engineering, Inc.

3. Authorize the Director of Public Works, or authorized staff, to approve and execute contract change orders for a project contingency amount not-to-exceed $72,000 (approximately 15 percent of the contract).

BACKGROUND
Severe winter storms from December 2022 to March 2023 caused damage throughout Pleasanton. These weather events resulted in risks to the health, safety, and welfare of people and property due to flooding, downed trees, loss of power, and property damage.

The storm damaged the below-grade electrical gear and control panels, requiring the replacement of the equipment. A temporary electrical system with only essential functions was installed, returning the station to service and removing the temporary pumps. On January 31, 2024, the City approved a task authorization for $53,480 to Frisch Engineering, Inc. to complete the electrical design work necessary to raise the lift station above ground to prevent future flooding issues.

The City applied for disaster relief funds through FEMA following Disaster Declaration DR4683(CA) for the 2023 storm events; FEMA accepted the application and project details are currently under review. The project is anticipated to be partially funded by a FEMA disaster relief grant.

DISCUSSION
The S-14 electrical equipment, originally housed in a below-grade vault, sustained significant damage during the winter storms of 2023 when the adjacent ditch overflowed. As a result, the existing electrical infrastructure requires replacement to restore full operational capacity. The station is located on the east side of Alisal Street near Alisal Court (see location map provided as Attachment 3). This project will involve demolishing the damaged electrical equipment, installing new above-grade systems, and integrating updated Supervisory Control and Data Acquisition (SCADA) programming.

The following activities will be performed as part of this project:
• Demolition and Disposal
Remove and properly dispose of the damaged electrical equipment from the below- grade vault.
• Installation of Above-Ground Motor Control Center (MCC) A new MCC will be installed above grade to replace the previous equipment, improving accessibility and reducing the risk of future damage from flooding. • SCADA System Integration
The project will integrate the new electrical system with the existing SCADA system, which will require reprogramming and system updates to ensure full remote monitoring and control functionality.
• Automatic Transfer Switch (ATS) and Generator Connection Panel Installation The installation of an Automatic Transfer Switch (ATS) to ensure seamless power transfer during outages and a generator connection panel to support backup power needs.
• Conduit and Wiring Installation
The installation of the necessary conduit and wiring to connect the new electrical systems and integrate them with the SCADA infrastructure. • Flowmeter Installation
A flowmeter will be installed as part of the system to provide real-time monitoring of fluid flow, an essential component for operational efficiency. • Sump Pumps Installations
Sump pumps will be installed to prevent water accumulation and mitigate any risk of flooding that could impact the electrical and pumping equipment. • Concrete Pad Installation
A concrete pad will be constructed to securely anchor the new electrical equipment,

providing stability and protection from potential environmental hazards. • Operational Testing, Startup, and Commissioning
Once the equipment is installed, operational testing, startup, and commissioning will be performed to ensure all systems function as required and meet performance specifications.

This project aims to restore the damaged electrical equipment to full operational capacity while incorporating design enhancements that will improve resilience against future weather events.

Completing the project will result in installing an upgraded, fully operational electrical system with enhanced monitoring and control capabilities.

Consultant/Specialty Services
Frisch Engineering was retained under the City’s on-call agreement to provide plans, specifications, and estimates for the project. Frisch submitted a proposal in the amount of $95,165 to provide additional engineering services required for this project. The additional amount will support construction and engineering services, including reviewing submittals, Requests for Information (RFI) and change order requests, field design support and SCADA programming services.

Staff recommends the City Council approve a professional services agreement with Frisch Engineering, Inc. (Attachment 4) for a not-to-exceed amount of $95,165 for:
• Additional Design Support: Additional engineering services to update design drawings to incorporate City-requested changes.
• Construction Support Services: Ongoing construction support, including reviewing shop drawings, responding to requests for information, conducting periodic inspections related to electrical engineering, and performing witness testing as requested by the City.
• SCADA Programming Services: Coordinate SCADA programming services for startup, testing, and operational training in conjunction with the Motor Control Center (MCC).

Bids
Sealed bids for this project were opened on February 19, 2025. Five bids were received; however, the bid from Lords Electric, Inc. was deemed non-responsive due to missing paperwork. The responsive bids ranged from $478,873 to $697,000 as compared with the Engineer’s Estimate of $500,000 (see Attachment 1). The responsible lowest bid was received from Telstar Instruments of Sacramento, CA, in the amount of $478,873, which is approximately 4 percent lower than the Engineer’s Estimate. Past work performed by Telstar Instruments was verified to be satisfactory. Staff recommends the City Council award the construction contract to Telstar Instruments.

Schedule
Construction on the project will not occur until spring 2026 after the procurement of the electrical equipment, which has an anticipated procurement period of 10-12 months due to industry delays for Motor Control Centers. Once construction begins, the project is expected to take five months to complete.

The proposed schedule for the project is:

Approval of Plans and Specifications/Award of Contract March 18, 2025 Long Lead Item Procurement March 2025 to Spring 2026 Start of Construction Spring 2026 End of Construction Fall 2026

EQUITY AND SUSTAINABILITY
Approval of this action advances the City’s equity and sustainability goals from the Climate Action Plan 2.0 under community resilience and well-being by improving public services to ensure all communities are prepared for climate-related impacts.

OUTREACH
No outreach was conducted, as this item is a routine matter of City business. Construction notices will be sent to businesses and residents where the project will occur.

STRATEGIC PLAN ALIGNMENT
Approval of this action advances the ONE Pleasanton Strategic Plan goals of Safeguarding Our City, Strategy 4 - Identify funding sources and implement the hazard mitigation plan to address response to natural disasters and Investing in Our Environment, Strategy 1 - Implement the Four-Year Capital Improvement Program (CIP).

FISCAL IMPACT
A total of $700,000 is budgeted for the Sewer Station S-14 Electrical Improvements Project, CIP No. 24265, in the FY 2024/25 Capital Improvement Program. The anticipated total expenditure for this project is approximately $696,382 for design, construction award, contingency, support services, and other miscellaneous costs, leaving a budget surplus of approximately $3,618 (see Financial Expenditure Summary provided as Attachment 2). Staff estimates that FEMA and the State will reimburse about 75 percent of the eligible project costs.

Prepared by: Submitted by: Approved by:

Adam Nelkie, Assistant Dir.
of Public Works -
Engineering
Siew-Chin Yeong, Director of Public
Works

Gerry Beaudin, City
Manager

Attachments:

1. Bid Summary

2. Financial Expenditure Summary

3. Project Location Map

4. Design Professional Services Agreement Frisch Eng

11 L S
Installation of All
Items required as per
Contract Drawings
and Specifications
500,000.00$ $500,000 $478,873.00 $478,873.00 $485,000.000 $485,000.00 $546,785.00 $546,785.00 $697,000.00 $697,000.00 TOTAL:

Subcontractors
Electrical Reliability Services
(ERS)
Item No.

Total
Quantity
(Approximate)
Item Description Unit Price Total
$500,000.00 $697,000.00
Fort Bragg Electric Inc.

Unit Price Total
$546,785.00
Blocka Construction, Inc
Unit Price
Bid Summary
Bockmon & Woody Electric Engineer's Estimate
Total
$478,873.00
Unit Price Total
$485,000.00
Telstar Instruments
Unit Price Total
Sewer Station S-14 Electrical Improvements, CIP No.
24265 Bid Opening: 02/19/2025
Unit of
Measure
GSW ConstructionAP Traffic Services, Inc.

Power Systems Testing
Company
ATTACHMENT 1

ATTACHMENT 2
Project Funding to Date Amount Totals
2023-24 CIP Allocation - Sewer Repplacement (Fund 431) $700,000

TOTAL PROJECT FUNDING TO DATE
Project Expenditures to Date
Alameda County Clerk $50
Frisch Engineering (Design) $49,313
Total Project Expenditures to Date $49,363
Anticipated Project Expenditures
Bid Advertising $982
Construction Contract (Telstar Instruments) $478,873
Project Contingency (Approximately 15%) $72,000
Frisch Engineering (Construction Support, SCADA and Bid Support) $95,165 Total Anticipated Project Expenditures $647,020

TOTAL PROJECT EXPENDITURES
Funding Balance/ (Shortfall)
3,618$
$696,382
$700,000
SEWER STATION S-14 ELECTRICAL IMPROVEMENTS PROJECT
CIP NO. 24265
03/18/25

SUNOL BLVD

PROJECT SITEHAPPY VALLEY RD

ALISAL ST

ALISAL ST

SYCAMORE RD
INTERSTATECALIFORNIA680

BERNAL AVE

FOOTHILL RD

WESTBRIDGE LN

CLUBHOUSE DR

MINNIE ST

SYCAMORE CREEK WAY

CALLIPPEPRESERVE GOLFCOURSE

CASTLEWOOD DR

JUNIPERO STVALLEY AVE

THERMO FISHERSCIENTIFIC

LOCATION MAP

NOT TO SCALE
CITY OF PLEASANTONSEWER STATION S-14 ELECTRICAL IMPROVEMENTSCIP NO. 24265PUBLIC WORKS DEPARTMENT

LOCATION MAPNTS

DESIGN PROFESSIONAL SERVICES AGREEMENT

THIS DESIGN PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into ____________, 202_, between the City of Pleasanton, a municipal corporation ("City"), and __Frisch Engineering, Inc. Whose address is 13405 Folsom Blvd. Unit 600, Folsom, CA 95630, and telephone number is (916) 353-1025, ("Consultant").

RECITALS

A. Consultant is qualified and experienced in providing Electrical Engineering, SCADA programing and Construction Support services for the purposes specified in this Agreement.

B. City finds it necessary and advisable to use the services of Consultant for the purposes provided in this Agreement.

NOW, THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant's Services. Consultant shall diligently perform the services described in Exhibit A, Scope of Work, attached and incorporated to the extent consistent with this Agreement.

2. City Assistance. In order to assist Consultant in this work, City shall provide, if necessary, contract plans and specification for Sewer Station S-14 Electrical Improvements Project, CIP No. 24265 and record drawings.

3. Staff. Consultant shall assign Thomas Frisch to serve as project manager, who may not be replaced without written consent of City.

4. Term. Time is of the essence. The work as described in Exhibit A, Scope of Work, shall be completed by June 30, 2027, or unless an extension is approved by the City.

5. Compensation. For the services to be rendered, City shall pay Consultant on time and material basis, as described more particularly in Exhibit A, which is attached and incorporated to the extent consistent with this Agreement. Payment shall be made on a monthly basis upon receipt and approval of Consultant's invoice. Total compensation for services and reimbursement for costs shall not exceed $95,165 unless the parties agree pursuant to Section 8, below.

a. Invoices submitted to City must contain a brief description of work performed, percentage of work completed, percentage of Agreement time used, percentage of Agreement amount expended and City reference number _____________. Payment shall be made within thirty (30) days of receipt of Consultant's invoice.

❑ Exhibits A & B
❑ Certificate(s) of Insurance
❑ Professional Liability Insurance
❑ W-9

b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

6. Sufficiency of Consultant's Work.

a. Services shall be performed by Consultant in accordance with generally accepted high professional practices and principles and in a manner consistent with a high level of care and skill ordinarily exercised under similar conditions by members of Consultant’s profession currently practicing in California. By delivery of completed work, Consultant certifies that the work conforms to the requirements of this Agreement and all applicable federal, state and local laws and a high professional standard of care in California.

b. Consultant is responsible for making an independent evaluation and judgment of all conditions affecting performance of the work, including without limitation site conditions, existing facilities, seismic, geologic, soils, hydrologic, geographic, climatic conditions, applicable federal, state, and local laws and regulations, and all other contingencies or design considerations. Data, calculations, opinions, reports, investigations, and other similar information provided by the City relating to site, local, or other conditions is not warranted or guaranteed, either expressly or implied, by the City.

c. Consultant’s responsibilities under this section shall not be delegated. Consultant shall be responsible to the City for acts, errors, or omissions of Consultant’s subconsultants.

d. Whenever the scope of work requires or permits review, approval, conditional approval or disapproval by the City, it is understood that such review, approval, conditional approval or disapproval is solely for the purposes of administering this Agreement and determining whether the Consultant is entitled to payment for such work, and not be construed as a waiver of any breach or acceptance by the City of any responsibility, professional or otherwise, for the work, and does not relieve the Consultant of responsibility for complying with the standard of performance or laws, regulations, industry standards, or from liability for damages caused by negligent acts, errors, omissions, noncompliance with high industry standards, or the willful misconduct of Consultant.

7. Ownership of Work. All reports, work data, plans, drawings, specifications, designs, photographs, images, works of authorship and all other documents completed or partially completed by Consultant in the performance of this Agreement (“materials”) shall become the property of City. Consultant agrees that all copyrights which arise from creation of the work pursuant to this Agreement shall be vested in the City, and Consultant waives and relinquishes all claims to copyright or other intellectual property rights in favor of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement.

If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential and

the materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

8. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

9. Consultant's Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

10. Labor Code/Prevailing Wages. To the extent applicable, Consultant shall comply with the requirements of the California Labor Code including but not limited to hours of labor, nondiscrimination, payroll records, apprentices, workers' compensation and payment of prevailing wages as determined by Director of the California Department of Industrial Relations. Consultant shall post, at each job site, a copy of the prevailing rate of per diem wages. Consultant shall forfeit fifty dollars ($50.00) for each calendar day or portion thereof for each worker paid less than the stipulated prevailing rates for any public work done under the Agreement by it or by any subconsultant.

11. Termination of Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

12. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subconsultants.

13. Indemnity and Hold Harmless. To the fullest extent permitted by law (including, without limitation, California Civil Code §§ 2782, 2782.6 and 2782.8), Consultant shall defend (with legal counsel reasonably acceptable to the City), indemnify, and hold harmless, the City and its officers, agents and employees (collectively “Indemnitees”) from and against any and all claims, loss, cost, damage, injury (including, without limitation, injury to or death of an employee of Consultant or its Subconsultants), expense, and liability of every kind, nature and description (including, without limitation, incidental and consequential damages, court costs, attorneys’ fees, litigation expenses and fees of expert consultants or expert witnesses incurred in connection therewith and costs of investigation) arising from, or alleged to have arisen from, pertain to, or relate to, directly or indirectly, in whole or in part, the negligence, reckless, or willful misconduct of the Consultant, any Subconsultant, anyone directly or indirectly employed by them, or anyone that they control (collectively “Liabilities”) in the performance of its services under this Agreement, regardless of whether the City has reviewed or approved the work or services which has given rise to the claim, loss, cost, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City's

acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph. To the extent that there is an obligation to indemnify under this Section 13, Consultant shall be responsible for incidental and consequential damages resulting directly or indirectly, in whole or in part, from Consultant’s negligence, reckless or willful misconduct.

Such obligations to defend, hold harmless and indemnify any Indemnitee shall not apply to the extent such Liabilities are caused by the sole negligence, active negligence or willful misconduct of such Indemnitee. Obligation to defend shall be proportionate as to Consultant’s percentage of fault as provided in California Civil Code § 2782.8.

14. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:

a. General Liability and Bodily Injury Insurance. Commercial general liability insurance with limits of at least $2,000,000 combined limit for bodily injury and property damage that provides that the City, its officers, employees and agents are named additional insureds under the policy. The policy shall state in writing either on the Certificate of Insurance or attached rider that this insurance will operate as primary insurance for work performed by Consultant and its subconsultants, and that no other insurance effected by City or other named insured will be called on to cover a loss.

b. Automobile Liability Insurance. Automobile liability insurance with limits not less than $2,000,000 per person/per occurrence.

c. Workers' Compensation Insurance. Workers' Compensation Insurance for all of Consultant's employees, in strict compliance with State laws, including a waiver of subrogation and Employer’s Liability Insurance with limits of at least $1,000,000.

d. Professional Liability Insurance. Professional liability insurance in the amount of $2,000,000.

e. Certificate of Insurance. Consultant shall file a certificate of insurance with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement. The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance

coverage required by this agreement. The City reserves the right to require complete certified copies of policies.

f. Waiver of Subrogation. The insurer agrees to waive all rights of subrogation against the City, its officers, employees and agents.

g. Defense Costs. Coverage shall be provided on a “pay on behalf" of basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusions. These requirements do not apply to Professional Liability.

h. Subconsultants. Consultant shall include all subconsultants as insured under its polices or shall furnish separate certificates and endorsements for each subconsultant. All coverages for subconsultants shall be subject to all of the requirements stated in this Agreement, including but not limited naming additional insureds.

15. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: Frisch Engineering, Inc To City: City Manager 13405 Folsom Blvd., Unit 600 City of Pleasanton
Folsom, CA 95630 123 Main Street, P.O. Box 520
Pleasanton, CA 94566

16. Conformance to Applicable Laws. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Agreement on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

17. Licenses, Certifications, Copyrights and Permits. Prior to the City's execution of this Agreement and prior to the Consultant's engaging in any operation or activity set forth in this Agreement, Consultant shall obtain a City of Pleasanton business license, which must be kept in effect during the term of this Agreement. Consultant represents that its work will not unlawfully infringe any other copyrighted work. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Agreement.

18. Records and Audits. Consultant shall maintain all records regarding this Agreement and the services performed for a period of three years from the date that final payment is made. At any time during normal business hours, the records shall be made available to the City to inspect and audit.

19. Confidentiality. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

20. Conflicts of Interest. Consultant covenants that other than this Agreement, Consultant has no financial interest with any official, employee or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or

investment that would be affected in any manner by the performance of Consultant’s services under this Agreement. If such an interest occurs, Consultant will immediately notify the City.

21. Waiver. In the event either City or Consultant at any time waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or of any other covenant, condition or obligation.

22. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue in the applicable court or forum for Alameda County.

23. Attorney's Fees. The prevailing party in any action brought to enforce or construe the terms of this Agreement may recover from the other party its reasonable costs and attorney's fees expended in connection with such an action.

24. No Personal Liability. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by the City or for any amount due Consultant.

25. Counterparts and Electronic Signatures. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts may be delivered via facsimile, electronic mail (including pdf or any electronic signature complying with U.S. federal E-Sign Act of 2000 (15 U.S. Code §7001 et seq.), California Uniform Electronic Transactions Act (Cal. Civil Code §1633.1 et seq.), or other applicable law) or other transmission method, and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

26. Scope of Agreement. This writing constitutes the entire Agreement between the parties.

Any modification to the Agreement shall be in writing and signed by both parties.

THIS AGREEMENT is executed the date first above written.

CITY OF PLEASANTON CONSULTANT

_____________________________ By: __________________________ Gerry Beaudin, City Manager Signature

__________________________
Print name
ATTEST:

_____________________________
Jocelyn Kwong, City Clerk Title: __________________________

Approved as to form:

_____________________________ By: __________________________ Daniel G. Sodergren, City Attorney Signature

__________________________
Print name

Title: __________________________

[If Consultant is a corporation, signatures must comply with California Corporations Code §313]

Rev. 11/23

Phone:Phone: Phone:Phone:

JOB TITLE: City of Pleasanton, S-14 Lift Station DATE:

CLIENT: City of Pleasanton Public Works Department, Engineering Division SM Saklaen <[email protected]>
Description of Services: Construction Services
Construction Services
Task Description Principal
Engineer
Senior
Engineer
Senior
Designer
Junior
Designer
Associate
Designer cost per task
1 Bid Services 0 8 4 0 0 $2,640.00
2A Meetings and PM 2 each 8 2 8 0 0 $4,020.00
2B Respond to RFIs 3 each 2 3 12 3 0 $4,105.00
2C Change Order Documents 1 each 2 2 8 4 0 $3,250.00
2D Submittal Reviews 8 each 4 10 40 0 0 $11,280.00
2E Factory Testing 1 days 1 2 8 0 0 $2,305.00
2F Site Visit (by City) 1 visits 1 2 7 0 0 $2,105.00
2G Witness Testing 2 days 2 5 18 0 0 $5,240.00
2H Inspection and Punchlist 1 revs 1 2 8 0 0 $2,305.00
2I As Built Drawings 1 0 4 6 0 $2,095.00
2J Arc Flash Labels (not included) 0 0 0 0 0 $0.00
2K Contingency 2 3 12 0 6 $4,390.00
Travel Expense and Per Diem $1,050.00
Subtotal Hours 24 39 129 13 6
Hourly rate per discipline $245 $230 $200 $175 $135
Total cost per discipline $5,880 $8,970 $25,800 $2,275 $810 $44,785.00 Description of Services: Programming Services
Programming Services
Task Description Principal
Engineer
Senior
Engineer
Senior
Designer
Junior
Designer
Associate
Designer cost per task
3A SCADA Manage Implementation 0 2 3 0 0 $1,060.00
3B SCADA Database definition 0 2 6 0 0 $1,660.00
3C SCADA Screen Graphic Design 0 7 21 0 0 $5,810.00
3D SCADA Configure Alarm Notification 2 0 6 0 0 $1,690.00 3E SCADA Configure Historian 0 2 6 0 0 $1,660.00
3F SCADA Configure Networking (by City) 0 0 0 0 0 $0.00 3G SCADA Startup and Testing 2 0 16 0 0 $3,690.00
4 A PLC Control Strategy 1 3 0 0 0 $935.00
4B PLC Database definition 0 3 1 0 0 $890.00
4C PLC Programming 7 28 7 0 0 $9,555.00
4D PLC Factory Testing 1 3 3 0 0 $1,535.00
4E PLC Startup and Testing 2 20 5 0 0 $6,090.00
5A Operator Int. Screen Graphic Design 0 12 4 0 0 $3,560.00 5B Operator Int. Database definition 0 3 1 0 0 $890.00
5C Operator Int. Factory Testing 1 3 3 0 0 $1,535.00
5D Operator Int. Startup and Testing 2 4 4 0 0 $2,210.00 6 Electronic O&M Manual including backup 0 2 6 0 0 $1,660.00 7 Operational Training 0 2 2 0 0 $860.00
8 Warranty Support (1 yr. included) 0 0 0 0 0 $0.00
9 Contingency 0 8 8 0 0 $3,440.00
Travel Expense and Per Diem $1,650.00
Subtotal Hours 18 104 102 0 0
Hourly rate per discipline $245 $230 $200 $175 $135
Total cost per discipline $4,410 $23,920 $20,400 $0 $0
Total Costs
Individual tasks cost are approximate and some cost shifting between tasks or disciplines may be necessary Subtotal Costs
4 4
42 7
27 16
4 We will coordinate, program, test, start-up, commission, and warranty the programming for this project. We have estimated the quantity of hours for each task based on experience with similar projects. Occasionally, project circumstances require more attention than anticipated. If the project requires more effort than allocated, additional budget may be required. 10 8
4 0
224
23 16
FRISCH ENGINEERING, INC.FRISCH ENGINEERING, INC.FRISCH ENGINEERING, INC.FRISCH ENGINEERING, INC.

Electrical ContractorElectrical ContractorElectrical ContractorElectrical ContractorConsulting Electrical Engineers and ProgrammersConsulting Electrical Engineers and ProgrammersConsulting Electrical Engineers and ProgrammersConsulting Electrical Engineers and Programmers 13405 Folsom Blvd., Unit 60013405 Folsom Blvd., Unit 60013405 Folsom Blvd., Unit 60013405 Folsom Blvd., Unit 600 C-10 Lic #1025671C-10 Lic #1025671C-10 Lic #1025671C-10 Lic #1025671 2/19/2025

PROFESSIONAL ENGINEERING SERVICES COST ESTIMATE
Total hours
per task
7 5
8 28
$50,380.00
11 54
11 18
12 20
16 11
8 8
0 18
E
lectrical Engineering Discipline
Folsom, CA 95630Folsom, CA 95630Folsom, CA 95630Folsom, CA 95630 (916) 353-1025(916) 353-1025(916) 353-1025(916) 353-1025 Total hours
p
er task
We will perform the following services to the extent possible limited only by the budget of hours and costs. We have estimated the quantity of hours for each task based on experience with similar projects or as directed. Occasionally, project circumstances require more attention than anticipated. If the project requires more effort than allocated, additional budget may be required.

Electrical Engineering Discipline
10 $95,165.00
25 Subtotal Costs
211
0 Pleasanton S-14 SLS Frisch 3-3 CM cost.xlsx Quote 2/19/2025 Exhibit A

Item #11

CITY COUNCIL AGENDA REPORT

March 18, 2025
Public Works - Operations Division

TITLE: APPROVE AN AMENDMENT TO THE PURCHASE ORDER WITH ENTERPRISE FLEET MANAGEMENT TRUST FOR $75,000, INCREASING THE TOTAL NOT- TO-EXCEED PURCHASE ORDER AMOUNT TO $375,000 FOR FY 2024/25 FOR

FLEET LEASING, VEHICLE REPLACEMENT, AND COMPLIANCE WITH

CALIFORNIA'S ZEV REQUIREMENTS, AND APPROVE A BUDGET
ADJUSTMENT OF $14,000 FROM FUND 510

SUMMARY
Over the past five years, vehicle leasing costs have increased due to rising market demand, inflation, and strict emission regulations, impacting the City’s ability to sustain a compliant and operational fleet. The requested amendment to the purchase order is necessitated by increased costs of leasing new and replacement vehicles, particularly as some vehicle leases have expired and the new lease agreements cost more than the previously budgeted amount per vehicle. Staff recommends the City Council approve an amendment to the purchase order with Enterprise Fleet Management Trust for $75,000, increasing the total not-to-exceed purchase order amount to $375,000 for FY 2024/25.

RECOMMENDATION

1. Approve an amendment to the purchase order with Enterprise Fleet Management for $75,000 for Fiscal Year 2024/25, increasing the total purchase order amount to $375,000 as needed for fleet leasing, vehicle replacement, and compliance with California's ZEV requirements.

2. Approve a budget adjustment of $14,000 in Fund 510, bringing the total FY2024/25 Budget to $375,000 for leased vehicle purchase.

BACKGROUND
The City maintains a fleet of approximately 430 vehicles and equipment to support the operational needs of the organization to support the delivery of programs and services to the community. To balance fiscal responsibility and operational efficiency, the City utilizes a leasing model through Enterprise Fleet Management (FM) Trust for a portion of its fleet.

Currently, 46 of the vehicles are under the lease-purchase order.

The California Air Resources Board (CARB) Advanced Clean Fleets (ACF) Regulation mandates that 50 percent of all new municipal fleet purchases as of January 1, 2024, must be zero-emission vehicles (ZEVs), increasing to 100 percent by January 1, 2027; this mandate is applied when developing the City’s vehicle replacement strategies and budgeting. To comply with California’s ZEV mandate and address increasing leasing costs, the City continues transitioning its municipal fleet toward cleaner, more efficient vehicles. Leasing through Enterprise FM Trust is a cost-effective option that avoids substantial upfront expenses associated with direct vehicle purchases. Continuation of the vehicle lease is critical to

ensuring compliance with California's ACF regulations while maintaining service continuity across all City departments.

DISCUSSION
Through the purchase order with Enterprise FM Trust, the City has 46 leased vehicles. Of these, 23 leased vehicles are assigned to Administration, Engineering, Inspection, Planning, Maintenance, and Operations, 21 leased vehicles are Police Department vehicles, and 2 leased vehicles are Fire Department vehicles.

Some City-owned vehicles have high maintenance costs and are due for replacement. As the City has not had sufficient dedicated funds to support replacing the City’s fleet and to meet the CARB compliance regulation and the City’s operational needs, the City previously pivoted to leasing vehicles to supplement the City’s vehicle needs. Over the past several years, leasing costs have increased due to factors such as inflation, supply chain disruptions, and the higher costs associated with electric and hybrid vehicles. Additionally, previous vehicle leases initiated between 2015-2018 were based on significantly lower rates, whereas current leases are subject to increased pricing from 2021-2025 market conditions. While the City has proactively sought hybrid and ZEV models whenever available, not all vehicles in the lease agreement are ZEVs as some operational needs require conventional fuel vehicle options.

The requested $75,000 increase to the purchase order is needed to address:
• Rising lease costs: The leasing market has changed significantly, with the cost of leasing hybrid and electric vehicles increasing by 30-40 percent since 2018. This increase reflects higher vehicle manufacturing costs, limited availability, and enhanced technology requirements.
• Fleet reliability and operational efficiency: The funding increase will allow the City to maintain a fully operational fleet, avoiding service disruptions in departments that rely on leased vehicles for daily operations.
• Cost-effective transition strategy: Leasing ZEVs and hybrids allows the City to transition gradually, minimizing financial strain while ensuring fleet modernization aligns with Climate Action Plan 2.0 goals.
• Compliance with California's ZEV mandates: Ensuring the City meets regulatory requirements by incorporating zero-emission vehicles into the fleet.

Staff continues working with Enterprise FM Trust to limit future cost escalations, while concurrently evaluating the number of leased vehicles needed to efficiently meet the City's operational needs.

EQUITY AND SUSTAINABILITY
This request supports the City's Climate Action Plan (CAP 2.0) and aligns with State environmental goals by facilitating the transition to an energy-efficient, low-emission fleet.

OUTREACH
No outreach was conducted, as this item is a routine matter of City business.

STRATEGIC PLAN ALIGNMENT
By meeting CARB requirements, the transition to low- and zero-emission vehicles is aligned with the ONE Pleasanton strategic plan goal of Investing in Our Environment to further the City's efforts toward environmental sustainability.

FISCAL IMPACT
The requested $75,000 increase to the purchase order with Enterprise Fleet Management Trust will be funded through the Internal Service Fund—Fleet Replacement (Fund 510, Account 51040130-440107) for Fiscal Year 2024/25. This item approves a budget adjustment of $14,000 in Fund 510 to bring the total FY2024/25 budget to $375,000 for leased vehicle purchase (current revised FY2024/25 budget was $361,000). This amendment and adjustment ensure the City has adequate capacity to meet leasing obligations for both ZEV and conventional fleet vehicles. By leveraging the City’s leasing agreement with Enterprise FM Trust, this funding adjustment manages the financial impact of new lease pricing.

Prepared by: Submitted by: Approved by:

Tamara Baptista, Assistant
Dir. of Public Works -
Operations & Maintenance
Siew-Chin Yeong, Director of Public
Works

Gerry Beaudin, City
Manager

Attachments:

1. First Amendment to Enterprise FM Purchase Order









































 

 


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925 931-5503
03/18/25 510401130-410107
Public Works
OSC - Mechanic Shop
3333 Busch Road
✔
01 Leased Vehicle Agreement of Various City Fleet 1.00 $ 375,000.00 $ 375,000.00 $0 . 0 0
First Amendment, increasing NTE by 75,000 $ 0.00
Approved by City Council on 3/18/25 $ 0.00
$0 . 0 0
Original Approved by City Council on 6.18.24 $ 0.00
$0 . 0 0
$0 . 0 0
$0 . 0 0
$0 . 0 0
$0 . 0 0
$0 . 0 0
$0 . 0 0
$0 . 0 0
TAX $ 375,000.00 $ 0.00
$ 375,000.00
✔
✔
Public Works Department
24/25
Enterprise FM
1903
PO Box 800089
Kansas City, MO 614180-0089
40302
07/01/24
06/30/25
Not To Exceed
Public Works
David Luera
Pleasanton, CA 94566
2025072

Item #12

CITY COUNCIL AGENDA REPORT

March 18, 2025
Public Works - Operations Division

TITLE: APPROVE THE PURCHASE OF THREE FORD POLICE HYBRID UTILITY

INTERCEPTORS FROM NATIONAL AUTO FLEET GROUP IN THE NOT-TO- EXCEED AMOUNT OF $206,030, INCLUSIVE OF A 10 PERCENT

CONTINGENCY, AND APPROVE A BUDGET AMENDMENT IN THE POLICE VEHICLE REPLACEMENT FUND 511

SUMMARY
As part of the City’s 20-year Repair and Replacement Plan, several of the City’s 27 police patrol vehicles are scheduled for replacement in Fiscal Year 2024/25. Police patrol vehicles are essential assets that operate 24/7 under demanding conditions, requiring timely replacement to ensure reliability and public safety. Staff recommends the purchase of three Ford Police Hybrid Utility Interceptors in the not-to-exceed amount of $206,030, inclusive of a 10 percent contingency, to support police operations while aligning with the City’s Climate Action Plan 2.0 by transitioning to fuel-efficient and lower-emission vehicles. Additionally, a budget transfer of $150,000 is required to cover the cost of outfitting six vehicles.

RECOMMENDATION

1. Authorize the City Manager to execute a purchase order with National Auto Fleet Group for three Ford Police Hybrid Utility Interceptors in the not-to-exceed amount of $206,030, inclusive of a 10 percent contingency.

2. Approve a budget amendment in the Police Vehicle Replacement Fund (Fund 511) by increasing the FY 2024/25 vehicle appropriation by $150,000.

BACKGROUND
The Pleasanton Police Department patrol fleet consists of 27 Ford Police Utility Interceptors, which are pursuit-rated vehicles designed specifically for law enforcement operations. These vehicles feature specialized reinforcements for high-speed crash durability, heavy-duty brakes, suspension, and cooling systems to withstand prolonged use, and integrated emergency equipment, ballistic door panels, and reinforced electrical systems to support onboard computers, radios, and surveillance cameras.

Police patrol vehicles experience frequent idling, high-speed pursuits, and continuous stop- and-go driving, which accelerates wear and tear. To maintain reliability and safety, patrol vehicles are generally replaced on a five-year cycle. The City purchased 13 Police Interceptors in 2019, which have exceeded their useful life; six of those vehicles were replaced in 2023 as part of the fleet replacement strategy. The remaining seven of the 2019 vehicles purchased in 2019 require replacement, but are being prioritized based on maintenance records, overall vehicle condition, and operational needs to ensure the most critical units are replaced first. As vehicles 402, 405, and 473 are the highest priority, staff recommends replacing these vehicles this fiscal year. The other four vehicles purchased in 2019 will be scheduled for replacement

next fiscal year.

DISCUSSION
The replacement of these three Police Hybrid Utility Interceptors is necessary due to the increased maintenance costs and the expiration of manufacturer warranties. The average maintenance cost (excluding fuel) for the patrol vehicles scheduled for replacement is approximately $17,500 per vehicle per year, resulting in an estimated total maintenance cost of $52,500 annually for these units. Additionally:
• Unit 402 has exceeded its powertrain warranty and is due for a major engine replacement, which would cost more than the vehicle’s current value; and • Unit 405 has high mileage and increased maintenance needs, leading to frequent downtime and operational disruptions; and
• Unit 473 has severe wear and tear from continuous patrol operations and is no longer reliable for emergency response.

Replacing these aging vehicles will reduce downtime, lower long-term maintenance costs, and ensure that patrol officers have dependable and safe vehicles for emergency response.

There are noted benefits of hybrid patrol vehicles, including:
• Fuel Efficiency: Hybrid models significantly reduce fuel consumption compared to traditional gas-powered police vehicles, and the City’s Climate Action Plan 2.0 emphasizes reducing greenhouse gas emissions, making hybrid vehicles a strategic choice.
• Cost Savings: Lower fuel consumption and decreased maintenance costs result in long- term financial benefits for the City.
• Enhanced Safety & Technology: The new 2025 models include collision mitigation systems, improved braking, and ergonomic design enhancements for officer safety and comfort.

Shown in the chart below is an overview of the $206,030 purchase request:

Cost Breakdown
Item Cost
Vehicle Purchase (3 Units) $169,862.43
Sales Tax $ 17,410.89
CA Tire Fee $ 26.25
10 Percent Contingency $ 18,729.96
Total Not-to-Exceed Amount $206,029.53

EQUITY AND SUSTAINABILITY
This purchase supports the City’s Climate Action Plan 2.0, which prioritizes reducing greenhouse gas emissions. Transitioning to hybrid law enforcement vehicles demonstrates the City’s commitment to sustainability and environmental responsibility while ensuring continued fleet reliability.

OUTREACH
No additional outreach was conducted as this purchase aligns with the City’s approved Vehicle Replacement Plan and routine fleet management practices.

STRATEGIC PLAN ALIGNMENT
The purchase of hybrid police vehicles supports the ONE Pleasanton Strategic Plan goals of Investing in Our Environment by furthering the City's commitment to environmental sustainability and Safeguarding Our City by ensuring the Police Department's capacity to provide comprehensive public safety services to the community.

FISCAL IMPACT
The total cost for the purchase of three Ford Police Hybrid Utility Interceptors is $206,030, which will be funded through Fund 511, Police Vehicle & Equipment Replacement (51122110- 440107) for Fiscal Year 2024/25. Additionally, a budget adjustment of $150,000 is required to cover the cost of outfitting six vehicles that were purchased in the prior fiscal year but received in the current fiscal year.

Prepared by: Submitted by: Approved by:

Tamara Baptista, Assistant
Dir. of Public Works -
Operations & Maintenance
Siew-Chin Yeong, Director of Public
Works

Gerry Beaudin, City
Manager

Attachments:

1. Purchase Order with National Auto Fleet Group









































 

 


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925 931-5503
March 19, 2025 51122110-440107
Public Works
OSC - Mechanic Shop
3333 Busch Road
✔
01 2025 Ford Police Interceptor Utility (K8A) AWD Hybrid 3.00 $ 56,620.81 $ 169,862.43 $0 . 0 0
Replacing Units #402,#405, & #473 $0 . 0 0
$0 . 0 0
02 Sales Tax 10.25% 3.00 $ 5,803.63 $ 17,410.89
03 CA Tire Fee 3.00 $ 8.75 $ 26.25
$0 . 0 0
04 Contingency Fee - this is not guaranteed only by 1.00 $ 18,729.96 $ 18,729.96 approval of City Staff for any changes $ 0.00
$0 . 0 0
Sourcewell Contract #091521-NAF $0 . 0 0
Per Sales Quote ID #38229 $0 . 0 0
$0 . 0 0
$0 . 0 0
TAX $ 206,029.53 $ 0.00
$ 206,029.53
✔
✔
Public Works Department
24/25
National Auto Fleet Group
5192
490 Auto Center Drive
Watsonville CA 95076
855 289-6572
40302
12/19/25
06/30/26
Encumbered
Public Works
David Luera
Pleasanton, CA 94566

Item #17

CITY COUNCIL AGENDA REPORT

March 18, 2025
Public Works - Engineering Division

TITLE: REVIEW THE DRAFT URBAN FOREST MASTER PLAN (CIP NO. 22773) AND

PROVIDE COMMENTS TO BE INCORPORATED INTO THE FINAL MASTER PLAN

SUMMARY
The first draft of the Urban Forest Master Plan (UFMP), CIP No. 22773 has been completed.

The plan identifies the extent of the city's urban forest assets and how to efficiently fund the maintenance of those assets so that future investments improve the environment and protect the quality of life and safety of the community. The plan serves as a roadmap for sustainable urban forest management with specific goals, costs, and actions to guide the City through the next 25 years of managing its urban forest, and is the result of community input that emphasizes the need to maintain a healthy urban forest which prioritizes public health, improves property values, and retains the character of Pleasanton.

Four guiding principles drove the plan's development, all of which centered on a community- involved, climate-resilient, and fiscally sustainable management strategy. Utilizing the guiding principles, the plan identified five key findings that highlight the increased canopy coverage, the importance of community involvement to the success of the urban forest, the need to diversify the urban forest, and the need for focused staff and funding for the future. The UFMP is divided into three components for ease of use: the master plan, technical documents, and appendices.

Staff recommends the City Council review the plan and provide comments to be incorporated into a final plan that will be presented to the City Council for adoption in May/June of this year.

RECOMMENDATION
Receive the staff presentation on the draft Urban Forest Master Plan and provide comments to be incorporated into the final UFMP.

BACKGROUND
In the early 1970s, the City recognized the importance of trees in the community and prioritized their preservation by adopting a Tree Preservation Ordinance and creating a report for tree management.

With the adoption of the Climate Action Plan 2.0 (CAP 2.0) in 2022, the changing conditions and growth of the city, new state regulations, and the need to determine a management strategy for the city’s aging urban forest, on March 21, 2023, the City Council approved a contract with Dudek for an Urban Forest Master Plan project, CIP No. 22773. The development of the UFMP is fully funded by the Urban Forestry Fund, which is primarily developer impact fees for tree removal.

Since May 2023, extensive work and outreach has been completed, including a website (www.ptowntrees.com), surveys (the first with over 600 respondents and the second, which targeted youth received over 50 responses from residents under the age of 18), public outreach events, an inventory of City-maintained trees (available on the city’s website), Tree Preservation Ordinance Ad Hoc Subcommittee meetings, and City Council adoption of a new tree preservation ordinance on December 17, 2024.

The draft UFMP (Attachment 1) was presented to the Energy and Environment Commission (EEC) on January 15, 2025, and to the Parks and Recreation Commission (PRC) on February 13, 2025. Both the EEC and PRC supported the plan and highlighted the need for community awareness and education regarding the importance of the urban forest. The EEC suggested that the City provide a tree planting rebate program similar to the lawn conversion program and reach out to residents on social media; the PRC emphasized the importance of “the right tree for the right place" concept.

DISCUSSION
The UFMP developed the vision, goals, and objectives for Pleasanton’s tree canopy over the next 25-year period and provides a roadmap on how to manage the community's trees to sustain a healthy urban forest that helps to address climate challenges while also meeting the challenges of a city with an expanding population, changing regulations, and insurance requirements. The plan directly affects how Pleasanton residents, the development community, and City staff interact with, protect, and manage trees.

The vision of the Urban Forest Master Plan is that Pleasanton’s urban forest is a well- managed, vital resource providing social, economic, and environmental benefits that contribute to the community’s quality of life, value, character and beauty. The plan is broken into three components to address different audiences and concerns.

Part 1 - The Urban Forest Master Plan
This section is intended for the community, is based on the outreach process, summarizes the history of Pleasanton’s urban forest and its current state, and is the primary document providing the framework to successfully sustain a healthy urban forest. It identifies the guiding principles for managing the urban forest and defines the key findings of the plan along with implementation and monitoring strategies (see Attachment 1 provided, or link at https://www.cityofpleasantonca.gov/assets/our-government/public- works/engineering/landscape-ordinance/Part-I-Urban-Forest-Master-Plan.pdf).

Guiding principles that guide the city's urban forest include:

1. Create a resilient community

2. Support a community that is invested in growing and preserving the urban forest

3. Fund and manage city trees to maximize public benefit

4. Integrate trees from the start.

Key findings of the report include:

1. Canopy cover is increasing through improved management action

2. Trees on private property provide the majority of the city’s urban forest canopy

3. The future of Pleasanton’s urban forest may be at risk without active measures to increase species diversity

4. Additional funding is required for the city to achieve its urban forest goals (essentially, maintaining what we have)

5. There is a need for a team dedicated to the health of the urban forest.

The implementation and monitoring plan sets ongoing, short-term (years 1-5), intermediate (years 6-15), and long-term (years 16-25) actions to manage the urban forest. The actions are reasonable and measurable steps that can be implemented to meet the goals of the UFMP.

Key ongoing actions include:
• planting 50 trees per year,
• maintaining trees for a three-year establishment period, • educating the public about the urban forest's importance, and • promoting tree giveaways.

The UFMP defines a strategy to ensure an equitable, resilient, and sustainably managed urban forest, and clearly communicates a framework for the long-term care, preservation and expansion of the community’s urban forest. For instance, the plan identifies the variety of tree species in our urban forest and provides a guideline for tree diversity so that no genera exceeds 20 percent and no species exceeds 10 percent; this diversity will limit the impact of pest, disease, and climate change to the urban forest. The plan also identifies the critical role that trees on private property play in the urban forest and provides strategies to increase the health of the privately maintained trees, which make up approximately 70 percent of our urban forest. A key component is increasing the public's awareness of the benefits that trees provide to our community and how they can help sustain and improve the health of the urban forest, including information on planting the right tree in the right place.

To establish equitability and help to ensure the urban forest remains healthy, the plan establishes a 25 percent canopy cover goal citywide. Currently, a number of neighborhoods meet or exceed the 25 percent goal, and the overall canopy cover is 25.3 percent. The plan establishes actions for an equal distribution of the urban forest among every neighborhood and district within the city.

The plan guides future Tree Preservation Ordinance updates, tree inventory updates and maintenance management, and public outreach and education regarding the city’s urban forest. The UFMP is comprehensive enough to provide a broad vision for the future of the city’s urban forest and detailed enough to address individual community concerns, such as potential hazards with trees relating to storms and fires, infrastructure conflicts and the urban heat island effect, which were some of the most important topics heard from the public outreach conducted during the plan creation.

Part 2 - Technical Assessment
This section (https://www.cityofpleasantonca.gov/assets/our-government/public- works/engineering/landscape-ordinance/Part-II-Technical-Assessment.pdf) is tailored for City staff and provides a detailed account of Pleasanton’s urban forestry program, including a deep dive into the analysis of the city’s canopy cover, budgeting and community engagement.

Funding for urban forest management is currently approximately $1.2 million annually and is derived from the tasks completed by the Parks Division and included within the Public Works operating budget. The City spends a similar amount per tree as the City of Dublin and is comparable as far as other cities’ tree maintenance spending, with the majority of the expenses (97 percent last year) paid by the general fund for pruning, removals, management activities, storm cleanup, downed tree cleanup, planting, and establishment care for the city’s 23,000+ trees.

The need for funding is expected to increase every year and is projected to reach approximately $3.2 million by the end of the 25-year management period covered by the UFMP. However, a large part of the increase is due to an estimated annual inflation rate of three percent, although the plan also identifies ways to improve efficiency and ease the financial burden on the City. For instance, the cost of watering street trees during the three- year establishment period could be reduced, which is a major percentage of the maintenance costs to establish new trees. The adjacent property owner could water the trees, or the City could focus on areas with an irrigation source.

The projected cost of management, along with the need for community engagement and support, is why the plan recommends creating a dedicated staff that focuses on the urban forest and why working with residents, developers, the school district, and other property owners to maintain the health of the urban forest is critical from both financial and overall urban forest health perspectives. The success of the urban forest and its beneficial impact to the community depends on a combination of funding and strategy, and the UFMP best prepares the city for changing financial and environmental conditions.

The technical assessment section analyzed the urban forest's environmental impact, such as carbon sequestration, average pollutant capture, avoided runoff, avoided emissions, and structural and functional values. Dollar amounts are estimated for these benefits, which will be useful for education, long-term planning, and securing tree program funding. The UFMP notes that a healthy urban forest is one of the first lines of defense against storms and climate change impacts. Urban forests greatly reduce the Urban Heat Island (UHI) effect and help absorb the sun’s heat; for instance, studies have found that adjacent pavement and buildings could be 50 to 90 degrees hotter than the surrounding air temperature.

Part 3 - Appendices
The appendices (https://www.cityofpleasantonca.gov/assets/our-government/public- works/engineering/landscape-ordinance/Part-III-Appendices.pdf) provide best management practice standards, wildfire planning, and answers to frequently asked questions that are useful for property owners and City staff. They also include a list of recommended trees for Pleasanton, recommendations for potential funding sources, solutions for infrastructure and sidewalk conflicts, and other documentation relevant to or obtained during the public outreach process.

The plan was developed within the context of the City’s overarching goals identified in the ONE Pleasanton Strategic Plan.

The UFMP inventory and canopy cover analysis are the primary tools used to define the community's urban forest assets and serve as the baseline for financial and management

strategies and projections, tracking pruning work, as well as whether the strategies and projections are realistic and attainable. The public outreach efforts gauged public support for the urban forest, which is critical as the majority of the urban forest is comprised of private property, and the ordinance helps guide and enforce management strategies to ensure the City meets its goals. All these components combine to increase the urban forest's benefits and ensure the community and environment are prioritized.

Next Steps
The consultant will update the UFMP with comments received from staff, commissions and committees, and City Council and present the final UFMP for adoption by the City Council in May/June this year.

EQUITY AND SUSTAINABILITY
The creation of the Urban Forest Master Plan was specified under the Climate Action Plan 2.0 action items. The UFMP will help to facilitate an increase in tree canopy and native habitat to reduce and store carbon emissions, reduce the impacts of climate change, and create a healthier environment. The UFMP outlines the path to ensure an equitable canopy cover of 25 percent in every neighborhood in the city so that the benefits of the urban forest can be enjoyed by all, regardless of where one lives.

OUTREACH
Public outreach occurred throughout the development of the project and is further detailed in the Appendix of the UFMP.

STRATEGIC PLAN ALIGNMENT
The public outreach for and creation of the UFMP and the amendment to the Municipal Code's Tree Preservation chapter helps to achieve all five ONE Pleasanton Strategic Plan goals. The UFMP strategizes a 25-year plan to maintain, protect, and improve our urban forest, including the costs associated with maintenance. The amended municipal code provides more clarity regarding tree removal penalties and costs, which provides a funding mechanism for tree- planting projects and enforcement regarding tree replacement and will help maintain the fiscal sustainability of the forest. The UFMP and the updated ordinance should lead to more efficient use of staff time, investments in our environment's health, and help protect the city from extreme weather events and climate change. The benefits of the city's healthy urban forest will serve residents for generations to come.

FISCAL IMPACT
The development of the UFMP is fully funded by the Urban Forestry Fund, which is primarily developer impact fees for tree removal. here is no fiscal impact from this review of the draft UFMP.

Prepared by: Submitted by: Approved by:

Adam Nelkie, Assistant Dir.
of Public Works -
Engineering
Siew-Chin Yeong, Director of Public
Works

Gerry Beaudin, City
Manager

Attachments:

1. Draft Urban Forest Master Plan

2. Presentation

THE CITY OF PLEASANTON
Urban Forest Master Plan

PREPARED BY
December 2024

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | iii
VISION
Pleasanton’s urban forest is a well-managed,
vital resource providing social, economic,
and environmental benefits which contribute
to the community’s quality of life, value,
character, and beauty.

VISION

TABLE OF

CONTENTS

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | v

TABLE OF CONTENTS
VISION .......................................................................................III ACKNOWLEDGMENTS ..........................................................XI DOCUMENT ORGANIZATION ............................................XIII PART 1 URBAN FOREST MASTER PLAN
1 INTRODUCTION AND SUMMARY .................................XVI

1.1 What is an Urban Forest Master Plan? ...............................1

1.2 Why the City Needs an Urban Forest Master Plan ...........1

1.3 Key Findings .............................................................................10

1.4 Status of the Urban Forest ...................................................20

1.4.1 Canopy Cover ........................................................................20

1.4.2 Tree Inventory ........................................................................23

1.4.3 Environmental and Economic Benefits ..........................27

1.4.4 Urban Forest Management ...............................................29

1.4.5 Funding Pleasanton’s Future Urban Forest Goals.....35

1.4.6 Highlights of Pleasanton Trees .........................................38 2 CONTEXT ............................................................................44

2.1 History ........................................................................................45

2.2 Developing the Pleasanton Urban Forest Master Plan 50

2.2.1 Urban Forest Inventory and Analysis .............................50

2.2.2 Analysis of Budget, Current Plans, Policies, and
Ordinances .........................................................................................50

2.2.3 Department and Interested Party Interviews ...............51

2.2.4 Community Engagement ...................................................53 3 THE PLAN ............................................................................54 Vision .................................................................................................55 Guiding Principles ..........................................................................56 4 IMPLEMENTATION PLAN ..................................................64 Ongoing Actions .............................................................................65 Y ears 1–5 / High Priority Short Term Actions .........................67 Y ears 6–15 / Medium Term Actionss ........................................71 Y ears 16–25 / Long Term Actions .............................................72 5 MONITORING PLAN ..........................................................74

5.1 Assessing Our Progress ........................................................75 TABLES
Table 1-1. Canopy Cover Change (2012-2022) ...................11 Table 1-2. Canopy Cover by Land Use ....................................11 Table 1-3. Environmental Benefits Provided
by City-Managed Tree Inventory  ...............................................27 Table 1-4. Financial Value of City-Managed Trees  ...............28 Table 1-5. Six Y ear Average of Urban Forest
Expenditures by Department Staff and Contractor ..............32 Table 1-6. Funding Sources for Pleasanton’s
Urban Forestry Program ...............................................................32 Table 1-7. Comparison of Municipal Urban
Forest Management Funding ......................................................33 Table 1-8. Average Annual Tree Service Data .......................34

vi | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

TABLE OF CONTENTS
Table 2-1. Updates to the Pleasanton Tree Preservation
Ordinance From 2011 to 2021 ...........................................48 Table 2-2. Department and Interested Party Interview
Participants ..............................................................................52 Table 3-1. Guiding Principles and Strategies ................57 Table 3-2. Guiding Principle No. 1: A Resilient
Community ............................................................................58 Table 3-3. Guiding Principle No. 2: A community invested in preserving and growing the Urban Forest ..................60 Table 3-4. Guiding Principle No. 3: City trees are funded and managed to maximize the benefits for the public .62 Table 3-5. Guiding Principle No. 4: Integrate
trees from the start ...........................................................63 Table 5-1. Tree Canopy Goal Assessment Summary
(Pre-UFMP) .........................................................................76

FIGURES
Figure 1-1. The Benefits of Trees ......................................2 Figure 1-2. Urban Heat Island Effect .................................4 Figure 1-3A. 2012 vs. 2022 Canopy Cover
Comparison Map with Neighborhood Boundaries ......12
Figure 1-3B. 2012 vs. 2022 Canopy Cover Comparison
Map with Neighborhood Boundaries ................................13 Figure 1-4. Current Canopy Cover Map ............................21 Figure 1-5. Genus Diversity ....................................................24 Figure 1-6. Species Diversity ..................................................25

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | vii

TABLE OF CONTENTS
Figure 1-7. London Plane Trees along Bernal Ave
that have survived many years without irrigation .................26 Figure 1-8. City Departments, Contractors and Utilities Responsible for Managing the Urban Forest ..........................30 Figure 1-9. Estimated Cost for Achieving City's 25%
Neighborhood Canopy Cover Goal with a Mixed Private /
Public Approach .............................................................................37 Figure 2-1. 1880 Habitat map overlay showing where
the historic marsh complex existed before the City was
developed ........................................................................................45 Figure 2-2. Historic photograph of Pleasanton showing
scattered oaks and other trees ..................................................46 Figure 2-3. Paired aerial images from 1939 and 2009 showing the substantial land use transformation within Pleasanton. ....47 PART 2 TECHNICAL ASSESSMENT
1 URBAN FOREST MANAGEMENT PRACTICES ...............86

1.1 Introduction ..............................................................................87

1.2 City Resources .........................................................................88

1.2.1 Budget ......................................................................................88

1.2.2 Funding Pleasanton’s Future Urban Forest Goals ...92

1.2.3 Staffing ......................................................................................98

1.2.4 Annual Tree Service Data................................................102

1.3 Management Practices ........................................................104

1.3.1 Tree Planting .......................................................................104

1.3.2 Establishment Care ...........................................................106

1.3.3 Tree Pruning .........................................................................108

1.3.4 Infrastructure Conflicts .....................................................110

1.3.5 Tree Removal .......................................................................112

1.3.6 Urban Wood Reuse ...........................................................113

1.3.7 Tree Risk Inspections ........................................................115

1.3.8 Tree Maintenance Responsibilities ..............................115 2 STATUS OF THE URBAN FOREST
(PUBLIC AND PRIVATE TREES) ........................................116

2.1 Historical Context ..................................................................117

2.2 Tree Canopy Assessment ...................................................117

2.3 Canopy Cover Assessment ................................................118

2.4 Increasing Canopy Cover ...................................................126

2.4.1 Private Property ................................................................128

2.5 Species Diversity (City Managed Trees only) ................129

2.6 DSH Distribution ....................................................................132

2.7 Tree Condition and Relative Performance Index ..........133 3 CANOPY COVER AND EQUITY .....................................138

3.1 Why Canopy Cover Matters ...............................................139

3.1.1 Urban Heat Islands ............................................................139

3.1.2 CalEnviroScreen .................................................................141

3.1.3 Tree Equity Score ...............................................................142

3.2 What Environmental Equity Means to Pleasanton .......143

viii | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

TABLE OF CONTENTS
4 ANAL YSIS OF CURRENT PLANS, POLICIES, AND
ORDINANCES ..................................................................... 144

4.1 Tree Preservation Ordinance .............................................145

4.2 Review of City Design Guidelines and Standard Details ..148

4.2.1 City of Pleasanton Design Guidelines ........................148

4.3 Other Laws Pertaining to Trees ........................................150 5 COMMUNITY ENGAGEMENT ........................................152

5.1 Summary of Public Input .....................................................153

5.1.1 Online Surveys ....................................................................153

5.1.2 Urban Forest Summit ........................................................158

5.1.3 Working Group ....................................................................165 6 REFERENCES ...................................................................164 Acronyms and Abbreviations ....................................................169 TABLES
Table 1-1. Total Urban Forest Activity
Expenditure by Fiscal Y ear ..........................................................88 Table 1-2. Comparison of Municipal
Urban Forest Management Funding .........................................89 Table 1-3. Six Y ear Average of Urban
Forest Expenditures by the City .................................................90 Table 1-4. Urban Forest Program Funding
Sources for FY 2023-2024 .........................................................91 Table 1-5. City of Pleasanton Tree-Related
Staff Positions and Their Cost .....................................................98 Table 1-6. Comparison of Municipal
Urban Forest Management Staffing ........................................100 Table 1-7. Annual Service Data, Goals, and Gaps ...............103 Table 1-8. City Managed Trees Receiving
Establishment Care by Y ear and Cost ....................................107 Table 1-9. Average Cost to Prune a Street
Tree in Fiscal Y ear 23/24 ...........................................................109 Table 1-10. Infrastructure Conflict Action Menu ..................111 Table 2-1. 2022 Land Cover .....................................................118 Table 2-2. Canopy Cover Change (2012-2022) ..................120 Table 2-3. Canopy Cover by Land Use ..................................120 Table 2-4. Canopy Cover by Council District ........................122 Table 2-5. Canopy Cover by Tree Maintenance District ....122 Table 2-6. Total Number of Trees Needed to Increase
Canopy Cover in Targeted Neighborhoods ..........................126 Table 2-7. Genus Diversity .........................................................131 Table 2-8. Species Diversity ......................................................131 Table 2-9. DSH Distributions in the
Pleasanton Inventory...................................................................133 Table 2-10. Tree Conditions in the
Pleasanton Inventory...................................................................134 Table 2-11. Tree Conditions by Tree Age
of the Pleasanton Inventory ......................................................136 Table 2-12. Relative Performance Index for the
Six Most Common Species in Pleasanton’s Inventory .......137 Table 4-1. Chapter 17.16 Tree Preservation
Ordinance Updates .....................................................................145

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | ix

TABLE OF CONTENTS
Table 4-2. Pleasanton Tree Establishment Details ..............149 Table 5-1. Percentage of Survey Respondents Who
Live, Work, or go to School in Pleasanton .............................154 Table 5-2. Demographics of Survey Respondents
Compared to Demographics of the City of Pleasanton .....154 Table 5-3. Summary of Online Survey Responses
and UFMP Recommendations ..................................................155 Table 5-4. Urban Forest Summit
Engagement Responses158
Table 5-5. Guided Vision Statement Brainstorming
Activity Responses .......................................................................162 Table 5-6. Pleasanton’s Urban Forest Master
Plan Working Group Members .................................................163

FIGURES
Figure 1-1. Estimated Cost for achieving City's 25%
Neighborhood Canopy Cover Goal
with a Mixed Private / Public Approach ....................................94 Figure 1-2. Parks Department Simplified
Organization Chart for the Urban Forest .................................99 Figure 1-3. A bench at the Pleasanton Cultural Arts Center that was crafted from a recycled black locust tree. ............113 Figure 2-1. Canopy Cover Map ................................................119 Figure 2-2. Canopy Cover by Council Districts Map ..........121 Figure 2-3A. Canopy Cover by Neighborhood Map ..........125 Figure 2-3B. Canopy Cover by Neighborhood List ............125 Figure 2-4. Tree Condition and Age .......................................135

Figure 3-1. Urban Heat Island and Canopy Cover ..............140 Figure 3-2. CalEnviroScreen Map ............................................141 Figure 3-3. Distribution of Tree Equity Scores .....................142 Figure 3-4. Tree Equity Score Map ..........................................142 Figure 5-1. Attendee Post-It Response to Urban
Forest Summit Poster Activities ................................................160

PART 3 APPENDICES
A – UFMP Wildfire Section
B – Frequently Asked Questions
C – Recommended Tree Species List
D – i-tree Report
E – Funding Sources
F – Land Cover Classification and Canopy Cover Analysis Methodology
G – Staff Interviews
H – Survey Results
I – Recommendations
J - Arboriculture Best Management Practices
K - Infrastructure Conflicts and Sidewalk Solutions
L - Tree Maintenance Responsibilities
M - City Document Review

ACKNOWLEDGMENTS

ACKNOWLEDGMENTS

CITY COUNCIL
Karla Brown, Mayor
Julie Testa, Vice Mayor
Valerie Arkin
Jack Balch
Jeff Nibert

PARKS AND RECREATION

COMMISSION
Lisa Brown, Chair
Rameshu Immadi, Vice
Siena Alfaro
Chuck Deckert
Joanne Hall
Mike Vickers

CITY STAFF
Gerry Beaudin
City Manager
Pamela Ott
Assistant City Manager
Siew-Chin Yeong
Director of Public Works
Adam Nelkie
Assistant Director of Public Works/
City Engineer
Matt Gruber
City Landscape Architect
Sarah Hosterman
Landscape Architect Assistant
Giacomo Diamonte
Parks Division Manager

HACIENDA
James Paxson
Hacienda General Manager
DUDEK
Ryan Allen
Urban Forestry Planning
Practice Lead
Kevin Cullinen
Urban Forestry Project Manager
Alexandria Reed
Urban Forestry Data Scientist
Jared Davis
Urban Forester
Cameron Stecki
Urban Forester

ACKNOWLEDGMENTS
Prepared By

URBAN FORESTRY DIVISION
CITY OF PLEASANTON URBAN FOREST MASTER PLAN | xi

DOCUMENT

ORGANIZATION

DOCUMENT ORGANIZATION
CITY OF PLEASANTON URBAN FOREST MASTER PLAN | xiii
PART 1
Urban Forest Master Plan
This part of the document is written
for the public and summarizes
the history and current state of
Pleasanton’s urban forest, identifies
key findings, and provides a strategic
action and implementation plan to
help the City achieve its future vision
for the urban forest.

SECTIONS
1 | Introduction: provides an overview
of what an Urban Forest Master Plan
(UFMP) is and why the City of Pleasanton
needs such a plan. It also covers the
benefits of trees, the key findings of
the plan, and a summary of the canopy
cover and tree inventory analyses.
2 | Context: covers the history of
trees and tree-related ordinances in
Pleasanton, the UFMP development
process, and a summary of community
engagement activities.
3 | The Plan: contains the overall
strategy for the City in achieving
its urban forest goals including the
vision, guiding principles, and specific
actions that will serve as a road map
for Pleasanton.
4 | Implementation: provides a
prioritized list of actions for improving
the urban forest along with the
relative cost, responsible party, and
method of measurement for tracking
the success of each action.
5 | Monitoring: includes a summary
of the self-assessment monitoring tool
by Vibrant Cities Labs that shows the
current status (prior to the UFMP) of
Pleasanton on a number of key urban
forest sustainability indicators. This tool
will also allow the City to track future
improvements to these urban forest
sustainability indicators.
6 | References: Provides a list
of scholarly sources and research
articles referenced in this plan.

PART 2
Technical Assessment
This part of the document is tailored
for City Staff and provides a deeper
dive into the analyses of the City’s
urban forest canopy cover, tree
inventory, staff and budgeting,
community engagement, and how
this plan relates to other City planning
documents.

PART 3
Appendices
This section of the document
contains additional information and
resources referenced in Parts 1 and
2 including a section on wildfire
planning (Appendix A), a frequently
asked questions sheet with relevant
City contacts for residents (Appendix
B), a recommended tree species
list (Appendix C), and a series
of illustrated arboriculture best
management practice standards
(Appendix J).

PART 1

URBAN FOREST

MASTER PLAN

DOCUMENT ORGANIZATION
CITY OF PLEASANTON URBAN FOREST MASTER PLAN | xv

1 INTRODUCTION

AND SUMMARY

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 1

INTRODUCTION

1.1 What is an Urban
Forest Master Plan?
A
n Urban Forest Master Plan (UFMP) is a guiding
document designed to provide clear and actionable
goals and recommendations for the long-term care,
preservation, and expansion of the community’s urban
forest. The urban forest is made up of both public trees (the ones you see in parks, parkways, medians, rights-of- way, and on other City properties) and private trees (the ones on residential, commercial, and industrial properties).

Pleasanton’s community members receive urban forestry
benefits from all trees in their city, regardless of ownership, and play an equally important role in contributing to the City’s urban forest. Throughout the UFMP, both publicly and privately managed trees are discussed to highlight that tree management procedures, tree protection guidelines, and
urban forest-related policies, impact all trees in the city, and reaching Pleasanton’s urban forestry goals will require a collaborative and collective effort from the entire community.

The UFMP’s goals and recommendations are based on a
comprehensive analyses of the City’s urban forestry program including tree-related planning documents, staff capacity, operational budget, collected tree data for 23,722 publicly managed trees, and an assessment of city-wide canopy
cover over time. Input from both City staff and the community were crucial in ensuring the goals and recommended actions are realistic and achievable for Pleasanton. Following the strategies and recommendations in the UFMP will increase the operational efficiencies of the City’s urban forestry program and help create a robust and resilient urban forest for future generations.

1.2 Why the City Needs an
Urban Forest Master Plan
The need for a UFMP initially arose in early-2021 to address the urban forestry-related challenges and goals identified in the City’s Climate Action Plan 2.0. The City also wanted to update its outdated Tree Preservation chapter of the municipal code, identify gaps and increase efficiencies in the City’s current management program, and create actionable goals and strategies for growing the urban forest over the next 25 years. The UFMP is the first plan of its kind for the City and has been developed as a roadmap for how the City can best manage and grow Pleasanton’s urban forest and
improve the benefits the community receives from the City’s trees.

2 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN
INTRODUCTION | Why the City Needs an Urban Forest Master Plan INTRODUCTION | Why the City Needs an Urban Forest Master Plan

CLEANER AIR
Trees absorb pollutants and filter
particulates out of the air by trapping
them on their leaves and bark.

CONNECTING

WITH NEIGHBORS
Trees can encourage civic pride
while tree plantings provide
opportunities for community
involvement.

SHADE
Trees cool cities by up to 10˚F
and shaded areas can be 20-40˚F
cooler than peak temperatures.

SAVING ENERGY
Shade trees can lower air-conditioning costs
56% annually, burning fewer fossil fuels.

BEAUTY
Trees add character to city streets and
residential areas as they radiate with
colors, flowers, textures, and shapes.

FRESH FOOD
Trees provide food in the
form of fruits, nuts, leaves,
bark, and roots.

WILDLIFE HABITAT
Trees support the lives of many wildlife
and insect species and provide them
with food, shelter, and nesting sites.

HEALTHIER

COMMUNITIES
Trees improve mental
health and public health by
decreasing respiratory illnesses
and encouraging outdoor
recreation.

HEALTH
BENEFITS of TREES in an URBAN ENVIRONMENT

ENVIRONMENTAL/INFRASTRUCTURE SERVICES
Figure 1-1. The Benefits of Trees
Source: Dudek 2024

Why the City Needs an Urban Forest Master Plan | INTRODUCTION Benefits of Trees
The City of Pleasanton recognizes that trees offer numerous environmental, social, and economic benefits like providing shade and relief from hot weather, creating habitat for wildlife, improving air and water quality, enhancing mental health, supporting physically active communities, reducing energy costs, and increasing property values (O’Brien et al., 2022, Donovan and Butry 2009, Wolf 2007) (Figure
1-1). Pleasanton’s residents recognize the value that the urban forest brings to their community. Many attendees of the Urban Forest Summit, an event hosted to inform the
community about the UFMP, cited Pleasanton’s “beautiful trees” as a primary reason they choose to make this city their home. Residents associate Pleasanton’s urban forest
as part of their community character and identified
the urban forest as a priority to preserve for
future generations. Community outreach,
engagement, and education of urban
forestry benefits, value, and principles will
be imperative in implementing the UFMP
and fostering urban forest advocacy
over time. Recognizing these benefits as
a valuable public investment, the UFMP
formalizes the City’s commitment to improving
the urban forest and maximizing these benefits for
Pleasanton’s community.

Mitigating Impacts
of a Hotter Future Climate
Urban trees and the benefits they provide will be even more important to protect and enhance in the face of a predicted hotter future climate. Environmental stressors that currently impact the day-to-day activities of Pleasanton’s citizens include a variety of climate and health risks such as extreme heat, drought and water uncertainty, longer wildfire seasons, and flooding. These issues are only expected to increase in the future according to California’s Fourth Climate Change Assessment (Cayan 2018). Trees will be vital in mitigating these impacts and protecting Pleasanton’s future community from these environmental stressors by providing shade and cooler temperatures on hot summer days, reducing
the urban heat island effect (Figure 1-2), and by
intercepting, slowing down, and infiltrating
stormwater into the soil during winter
months. Similar to residents, trees are also
affected by these environmental stressors
which can make them more vulnerable to
pests and diseases. The UFMP will be a
key resource for the City in promoting the
long-term health and sustainability of the
urban forest by addressing climate-related
challenges through recommended management actions.

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 3
As trees grow,
the benefits they
provide increase.

4 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN
INTRODUCTION | Why the City Needs an Urban Forest Master Plan Figure 1-2. Urban Heat Island Effect
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/gid00015/gid00042/gid00001/gid00047/gid00045/gid00032/gid00032/gid00046/gid00001/gid00047/gid00042/gid00001/gid00028/gid00029/gid00046/gid00042/gid00045/gid00029/gid00001 /gid00028/gid00048/gid00047/gid00042/gid00001/gid00032/gid00040/gid00036/gid00046/gid00046/gid00036/gid00042/gid00041/gid00046 The Urban Heat Island Effect
Without Trees
Source: EPA 2019, 2020

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 5
Why the City Needs an Urban Forest Master Plan | INTRODUCTION Source: EPA 2019, 2020
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How Trees Help
With Trees

6 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN
INTRODUCTION | Why the City Needs an Urban Forest Master Plan Challenges Facing Urban Trees
Beyond environmental impacts, trees in the urban
landscape also face numerous challenges from human-
caused factors throughout their lifecycle that are unique to trees growing in cities. To start, urban trees are unable to naturally propagate like trees in natural areas, meaning, just about every tree in the City was planted intentionally by someone, be it a City employee, resident, or business owner.

It also means that if new trees are not regularly planted, or if trees being removed are not replaced, the urban forest will diminish throughout the City. Pleasanton’s urban forest relies on its community and publicly-driven urban forestry efforts to keep the forest alive and growing.

Another human-related challenge affecting urban trees
is how they are planted and maintained. There are many
arboriculture best management practices (BMPs) that should be followed when planting and maintaining trees in an urban environment to give them the best chance of surviving and thriving into maturity. If these BMPs are not followed it can lead to tree health issues, future conflicts with surrounding infrastructure, or early mortality. Some of these poor
management practices could include trees being planted at a site with insufficient growing space and soil volume, under watering young trees, and too frequent of pruning. Additional human-related challenges that make growing conditions
challenging for urban trees include intentional or accidental damage from humans and pollution from cars and other
urban-based chemicals (herbicides, fertilizers, etc.). When trees fail to thrive due to limited resources, conflicts with infrastructure as they mature, or are improperly maintained, there is potential for a decline in tree health. When this occurs, trees are removed from the landscape, losing their benefits for the community.

Planning for, selecting, and planting the ‘right tree, in the right place,’ properly caring for trees to arboriculture standards, and replenishing the urban forest by planting new trees, are the first steps a city and its community can take to decrease the human factors related to
trees being removed in an urban landscape. The UFMP
considers both environmental and human challenges to
urban trees and provides recommendations to mitigate
these factors and ensure trees in the City can thrive
alongside the people that benefit from them.

Pleasanton’s Trees
and Urban Forestry Program
Pleasanton currently has a city-wide canopy cover of 25.3%, which is roughly 5% above the average canopy cover for a city in a grassland landscape according to a recent global study (Nowak and Greenfield 2020). Canopy cover is
discussed in greater detail in the key findings and in section

1.3.2 below. While the City's canopy cover is doing well,

INTRODUCTION
the recent inventory assessed most
of the public trees as being in “fair”
condition, meaning there are still
areas for improvement in how the
City is managing the urban forest.

Analyzing the current urban forestry
program identifies operational
challenges and provides guidance
to enhance operational efficiency
which will help the City to better
manage and care for its trees.

While the City works on improving
their urban forest program and
the management of public trees
throughout Pleasanton, it is
important to note that private
trees (discussed more in Key
Finding 2) and the residents and
businesses that care for them,
play an equally important role in
contributing to the City’s overall
canopy. One of the most prominent
ways the City has protected
private trees is through the Tree
Preservation Ordinance.

TREE CITY USA
The City of Pleasanton has been recognized as
a Tree City USA (Arbor Day Foundation 2024)
for the past 8 years! This means the City is
committed to maintaining a Tree Board or
department, has an adopted tree ordinance,
spends at least $2 per capita on urban forestry,
and celebrates an annual Arbor Day!
CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 7

8 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

INTRODUCTION
The Tree Preservation Ordinance
and the Role of Private Property
Because the collective urban forest relies on the contribution from trees on private property, updating the Tree Preservation Ordinance was a top priority under the greater UFMP effort. The Tree Preservation Ordinance, discussed more in Section 2.1, is the City’s main tool for protecting existing mature trees on private property and ensuring trees that are removed will be replaced with appropriate new trees so that the overall urban forest can continue to grow. The City’s efforts to update and enforce the Ordinance is one step towards meeting UFMP goals. Community advocacy, education, and identification of resources for residents are also vital to successfully implementing the UFMP.

Tree management is an ongoing venture which requires constant vigilance for their care and success over a long period. This care can be expensive for property owners (both public and private) so engaging and educating the community on the benefits of trees in the built environment is paramount to encouraging their protection over the next 25 years and beyond. In addition to helping to foster a desire to plant new trees and protect existing trees, Pleasanton will need to find new ways to incorporate large tree canopies into older neighborhoods which lack trees. This plan outlines a thoughtful and creative approach to ensure the equitable distribution of trees and shade for the entire city. Working together with the community, the City will utilize the UFMP to help achieve its vision for a resilient and robust urban forest that will continue to provide vital social, economic, and environmental benefits for future generations to come.

Pleasanton’s
Favorite Benefits
from T rees
The top three benefits
of trees resident’s most
valued were shade,
environmental benefits
like improved air and
water quality, and the
aesthetic value they give
the City of Pleasanton.
(Chart on the following page)

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 9
Why the City Needs an Urban Forest Master Plan | INTRODUCTION 100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%
Shade / cooling
neighborhoods
and homes
Improving the
environment
(such as air
quality, water,
pollution)
Aesthetics or
appearance
Habitat for
wildlife
Carbon storage
to mitigate
climate change
Protecting
human health
(physical and
mental)
Living privacy
screen/natural
fence
Improving
property value
90%
81%
73%
62%
58%
53% 52%
44%
Percentage of survey respondents
who selected this option out of
total participants
Pleasanton’s Favorite Benefits from Trees

10 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

1.3 KEY FINDINGS
D
evelopment of the UFMP revealed key findings that
were consistently discussed by City staff and residents and confirmed through program analysis. The detailed
analysis and methodology are provided in the technical
assessment of the UFMP. The key findings informed the vision, guiding principles, and actions in this UFMP, which are a roadmap for achieving the City’s urban forest goals. The state of the urban forest and its most pressing issues are presented in the following five findings:

1.3 Key
Findings

Canopy Cover is Increasing Through
Improved Management Actions #1
#2
Trees on Private Property Provide the Majority
of the Pleasanton’s Urban Forest Canopy
#3
The Future Health of Pleasanton’s Urban Forest
May be at Risk without Active Measures to
Increase Species Diversity
#4
Additional Funding is Required for the City
to Achieve its Urban Forest Goals
#5
Need for a Dedicated Urban Forestry Team

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 11

KEY FINDINGS
Key Finding #1
Canopy Cover is Increasing
Through Improved
Management Actions
Canopy cover, the area of land shaded by tree leaves, branches, and stems, increased on a City-wide basis from 18.5% in 2012 to 25.3% in 2022 (See Table 1-1 and 1-2). Several factors have contributed to this observed increase, including younger trees maturing in the urban forest, improved tree ordinance enforcement practices, and the Green Building code requiring more trees in parking lots and the many large private development projects over the last decade preserving and planting more trees more trees. The finer scale resolution of the 2022 data1 that was compared to the 2012 data may have also accounted for some of the increase in canopy cover).

The City will need to continue to improve management actions, such as replacing all trees that are removed annually and planting, at minimum, an additional 44 trees each year over the next 25 years.

Prioritizing planting in neighborhoods with lower canopy levels will help progress towards an equitable distribution of the urban forest. (See Section 1.4.1 to learn more about this finding).
1 Changes in the quality of available data also play a role in perceived canopy cover changes. Data from 2022 provide a finer resolution of 0.076 meter (0.25 U.S. survey feet) compared to the 1-meter resolution in 2012 and 0.6-meter resolution in 2018. This enhanced resolution, coupled with the use of liDAR technology in 2022, likely enabled more precise detection and measurement of tree cover.

Table 1-1. Canopy Cover Change (2012-2022)
Ye a r Canopy Acres Canopy Percent
2012 2,544 18.5%
2018 2,567 18.7%
2022 3,472 25.3%
Table 1-2. Canopy Cover by Land Use
Land Use T ype
Canopy
Percent
(2012)
Canopy
Percent
(2022)
Absolute
Change
Circulation 7.9% 8.1% 0.2%
Community Facility 13.0% 15.3% 2.3%
Industrial Commercial
Offices

15.9% 19.4% 3.5%
Mixed Use 17.7% 21.9% 4.2%
Residential 20.2% 27.5% 7.3%
Open Space 19.0% 27.9% 8.9%

12 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

KEY FINDINGS
Figure 1-3A. 2012 vs. 2022 Canopy Cover Comparison Map with Neighborhood Boundaries

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 13

KEY FINDINGS
ID Neighborhood Name ID Neighborhood Name ID Neighborhood Name 1 Canyon Creek 29 Downtown 54 Foxbrough Estates
2 Canyon Meadows 30 Civic Square 55 Grey Eagle Estates
4 North Muirwood 31 Ridgeview Commons 56 Ruby Hill
5 Stoneridge 32 California Somerset 57 Pleasanton Heights 6 South Muirwood 33 Pleasanton Meadows 58 Old T owne
7 The Preserve 34 Hacienda Gardens 59 Kottinger Ranch
8 Foothill Knolls 35 Las Positias Garden Homes 60 Bonde Ranch 9 Laguna Oaks 36 Verona 61 Mission Hill
10 Foothill Place 37 Belvedere 62 Mission Park
11 Laguna Vista 38 Gatewood 63 Lund Ranch
14 Golden Eagle Farms 39 Stoneridge Park 64 North Sycamore 15 Castlewood 40 Stoneridge Orchards 65 Rosepointe
16 Oak T ree Farms 41 Mohr-Martin 66 Carriage Gardens
17 Oak T ree Acres 42 Mohr Park 67 Happy Valley
18 Val Vista 43 Pleasanton Village 69 Walnut Glen
19 Valley T rails 44 Sycamore Place 70 Walnut Hills
20 Country Fair 45 Rosewood 71 Pleasant Ridge
21 Del Prado 46 Heritage Valley 72 Canyon Oaks
22 Parkside 47 Danbury Park 73 Shadow Cliffs
23 Moller Ranch 48 Amador Estates 74 Ironwood
24 Valencia/Siena/ Avila 49 Jensen T ract 75 Archstone
25 Amberwood/Wood Meadows 50 California Reflections 76 Hacienda Commons 26 Willow West 51 Vintage Hills 77 Springhouse
27 Birdland 52 Remen T ract
28 Pleasanton Valley 53 Vineyard Avenue
Figure 1-3B. 2012 vs. 2022 Canopy Cover Comparison Map with Neighborhood Boundaries

14 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

KEY FINDINGS

KEY FINDINGS
CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 15
Key Finding #2
Trees on Private Property
Provide the Majority of the
Pleasanton’s Urban Forest
Canopy
The canopy cover analysis reflects that 70% (2,446
acres) of the City’s total canopy cover is located on
private land, with the remaining 30% (1,027 acres)
located on public land and right-of-way. This points
to the large role that private property owners play in
contributing to overall City-wide canopy cover, and the necessity to enforce policies that preserve these trees.

The City understands that reaching a canopy cover
goal of 25% in all residential neighborhoods will require engaging the community and providing resources to
residents that will support their ability to plant, maintain, and preserve trees on private property. Another strategy to increase canopy cover on private land would be for City staff to work with developers and businesses to plant 25 trees per year, and work with residents to plant 50 trees per year for the next 25 years to reach the City’s goal of an equitable canopy across the City. (See section 1.4.1 and Section 1.4.5 for more information).

How Y ou Can Help
Grow Pleasanton’s
Urban Forest
As Key Finding #2 pointed out, private property plays
an important role for Pleasanton’s urban forest. As the City focuses on ways to increase the number trees
within the limited available space on public property,
residents can have a big impact on the growth and care
of the urban forest as well. The City is recommending
that each residential property in Pleasanton have at
least one front yard tree. If you don’t already have a
tree in your front yard, this is a great opportunity to get involved and play a key part in growing Pleasanton’s urban forest. There are several resources in the
Appendices of this document (Part 3), which cover
everything from appropriate tree species selection,
to how to properly plant and maintain a tree.

For more information, you can also visit the website:
https://www.treesaregood.org/treeowner/plantingatree.

16 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

KEY FINDINGS
Key Finding #3
Increasing Species
Diversity with Climate
Adapted Trees Will Help
Create a More Resilient
Urban Forest
The City’s inventory currently contains 23,722 individual trees, comprised of 114 genera, and 250 species. Of the total 250 species, 36 species making up 11,132 trees, or

40.2% of the total City inventory, are likely to be poorly adapted to Pleasanton’s future climate if temperatures
continue to rise as predicted by California’s Fourth Climate Change Assessment (Cayan 2018). Species predicted
to be poorly adapted include American sycamore, coast
redwood, and maple (Acer species) which combined
comprise 2,279 trees or 11.5% of the City’s inventory
and typically need higher levels of water and cooler
temperatures to thrive. California is continually adapting to changing climate conditions with policies that restrict water use and require the removal of non-functional turf. These changes in statewide policy may make it difficult for the City to supply the supplemental irrigation these species

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 17

KEY FINDINGS
will need to maintain health during periods of drought and extreme heat. Trees that are in poor health and stressed are more susceptible to invasive pests and diseases. The species composition and diversity of trees in Pleasanton’s urban forest play a central role in long-term urban forest health. Beginning to plant tree species that are likely to be adapted to future climate conditions and diversifying the overall makeup of the City inventory will create a
more resilient urban forest against these threats. A good example of a recent issue that may become a bigger threat in the future is Dutch elm disease. In 2020, a number of American elm trees in Civic Park were affected by Dutch elm disease (see photo to right), which is a fungus carried by two species of bark beetles that initially causes dieback in the leaves and branches and may eventually lead to the death of the elm tree. By diversifying the City’s downtown trees, we can better ensure that the canopy endures even if one or more species are threatened.

18 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

KEY FINDINGS
Key Finding #4
Additional Funding is Required
for the City to Achieve its Urban
Forest Goals
Over the past six years funding has increased for urban forestry-related work from $920,000 in fiscal year (FY) 2018/19, to $1.6 million in fiscal year 2023/24, showing a dedication from the City to keep pace with rising costs to provide a consistent level of tree services to its residents.

Despite this increase, a further increase in funding will be needed to achieve annual service targets established in the UFMP. The annual service targets are based on achieving a 25% canopy cover goal for each residential neighborhood within Pleasanton, starting with ensuring tree removals do not outpace tree replacement and filling all vacant City-owned planting sites. The increase in tree planting efforts increases the number of trees for the City to manage, raising the level of service needed for watering new trees, pruning, removals, and risk assessment.

It is estimated that the City’s current budget of approximately $1.6 million would sufficiently cover costs to meet the urban forest service targets in the first year, but by year ten the City would need up to $560,000 in funding to fully cover costs due to the increased number of new trees in the City managed inventory. By the end of this Plan, in 2049, the budget difference is estimated to be $960,000 for that year (see section 1.4.5 for more information).

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 19

KEY FINDINGS
Key Finding #5
Need for a dedicated
Urban Forestry Team
The City has identified the need for a dedicated
team of professionals to be responsible for the
urban forest program. Currently, the management
of City-owned trees is carried out by the
Landscape Architecture Office and the Parks
Division. Neither of these departments have roles
that are solely focused on trees, so staff must
balance competing priorities with urban forest
management tasks. The addition of a dedicated
Urban Forestry Team that manages both public
and private trees will not only help balance the
workload of overextended staff but will also help
to balance the workload of tasks related to the
Urban Forest. These tasks would include new
programs, grant writing, community outreach and
education, and tracking and implementing the
strategic actions of this UFMP to achieve the City’s
urban forest goals. Dedicated staff will allow for
better tracking and analysis on how to best utilize
urban forestry funds.

20 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

ST A TUS OF THE URBAN FOREST

1.4 Status of the
Urban Forest
This section provides an overview and summary of the
key analyses for canopy cover (public and private trees), tree inventory (public trees only), and City staff operations and budget for the urban forest program that make up
the UFMP.

1.4.1 Canopy Cover
The City's canopy cover increased from 18.5% in 2012 to

25.3% in 2022 (the most recent year of aerial imagery and liDAR data available at the time of the analysis), reflecting a relative increase of 36.5% ( see Figure 1-4 and Table 1-1 , Canopy Cover Map and Canopy Cover Change (2012-2022).

A study of tree canopy in California found that 15% of urban areas are covered by trees (McPherson, E., et al. 2017), while another study suggests that 20% is a reasonable
target for a city developed in a grassland area (Nowak
and Greenfield 2020). Pleasanton’s 25% City-wide canopy cover can be considered high by either metric. The high level of canopy cover today shows that City-wide efforts to maintain and grow dense canopy cover are resulting in a robust urban forest.

While, the City has historically successfully grown its canopy, there are still challenges which threaten the City’s ability to continue to do so and ensure that canopy cover does not decrease significantly over the next 25 years. One such challenge, as presented in the Key Findings, the City faces a challenge in replacing the number of public trees that are removed each year. New development also threatens tree
canopy, particularly in the hillside areas west of Foothill Road and in East Pleasanton. Development in these densely forested regions may lead to a decrease in canopy cover.

Improving tree replacement practices at the city level as well as Engaging developers and private property owners in the early planning stages of projects, along with educating the community about the updated Tree Preservation Ordinance, is crucial for maintaining and growing city-wide canopy.

The canopy analysis focuses on the City's urban areas
(blue and white outline in Figure 1-4) rather than the entire City boundary (solid black outline in Figure 1-4) to monitor canopy change over time. This is because available canopy cover products, such as the 2018 dataset from the U.S.

Forest Service, excludes certain non-urban and forested regions. By concentrating on the urban boundary, the City can use a data source that is updated every four years, allowing for more accurate tracking of current canopy cover and targeted management where it is most effective.

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 21

ST A TUS OF THE URBAN FOREST
2 MILES
2022 Canopy Cover
(25.3%)
Analysis Area
City Limit
KEY
Figure 1-4. Current Canopy Cover Map

22 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN
INTRODUCTION | Why the City Needs an Urban Forest Master Plan

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 23

ST A TUS OF THE URBAN FOREST

1.4.2 Tree Inventory
The City of Pleasanton’s most recent tree inventory was collected between 2023 and 2024 by Dudek. The current
inventory was updated from an older inventory, originally collected by West Coast Arborists, Inc. (WCA), and includes 23,722 trees and 3,976 plantable vacant sites (three square feet and greater in size) in streets and parks. Vacant sites were considered plantable if they were labeled as a vacant site or stump by inventory collection field staff and had a tree well or parkway size equal to or greater than three feet.

The City’s current stocking rate is 85.6%, which is calculated by dividing the total number of existing trees by the total number of plantable sites on public land. The stocking rate does not include potential sites that need modification to be viable or sites that are not captured in current inventory data.

The variety of different tree species within the urban forest is known as species diversity. Another important related factor is species evenness, which is the relative abundances of each species. Species diversity and evenness help provide resiliency to pest and pathogen infestations through the variety of different biological and physiological characteristics of each tree species. If one tree species is especially susceptible to a particular pest, having a variation of species in the city that are more resistant or unaffected by the pest ensures that the overall urban forest will survive. Pleasanton’s 23,722 trees are composed of 113 genera and 250 species. According to a recent study looking at the diversity of urban forests across multiple California cities, 250 is a typical number of species for a City with a size and climate similar to Pleasanton’s (Love et al., 2022). The top 10 genera and species in Pleasanton are shown in Figures 1-5 and 1-6. The species diversity sustainability goals are as follows:
„ Sustainability Goal (Genus): No genus represents
more than 20% of inventory.
„ Sustainability Goal (Species): No species
represents more than 10% of inventory.

An exception to the genus and species goals above are
for native species such as oaks, which may exceed the
recommended sustainability goals. The City and community have put a high value on native species for the additional benefits they provide like habitat for wildlife. The oak genus Quercus currently makes up just over 20% of the inventory and the two most common oak species (coast live oak
and valley oak) within the City make up 9.4% and 7.2%,
respectively, of the overall species in the inventory. Another exception to consider for the City are tree species that already have a proven history of resiliency in Pleasanton’s urban landscape, which might include species that have
already survived extreme heat and drought periods,
recovered from pest infestations, or that have held up to root pruning.

24 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

ST A TUS OF THE URBAN FOREST
Figure 1-5. Genus Diversity
Top 10 Genera in the City Inventory

1. Quercus

2. Platanus

3. Sequoia

4. Pistacia

5. Lagerstroemia

6. Fraxinus

7. Liquidambar

8. Pyrus

9. Acer

10. Pinus

20.1%

5.3%

12.6%

4.1%

8.5%

4.1%

6.8%
3%

6.1%

2.1%
Source: Davey Resource Group 2021.

Note: The sustainability goal is that no genus represents more than 20% of inventory (Barker 1975).

Meets Goal
Does Not Meet Goal
Sustainability Goal (Genus):

No genus represents more
than 20% of inventory.

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 25

ST A TUS OF THE URBAN FOREST

1. Platanus X hispanica
London plane

6. Lagerstroemia indica
Crape myrtle

2. Quercus agrifolia
Coast live oak

7. Liquidambar styraciflua
American sweetgum

3. Sequoia sempervirens
Coast redwood

8. Pyrus calleryana
Callery pear

4. Quercus lobata
Valley oak

9.Fraxinus angustifolia
Raywood ash

5. Pistacia chinensis
Chinese pistache

10. Celtis sinensis
Chinese hackberry

11.5%

6.1%

9.4%

4.2%

8.5%

3.3%

7. 2%

2.7%

6.8%

1.8%
Figure 1-6. Species Diversity
Top 10 Species in the City Inventory
Meets Goal
Does Not Meet Goal
Sustainability Goal (Species):

No species represents more
than 10% of inventory.

Source: Davey Resource Group 2021.

Note: The sustainability goal is that no species represents more than 10% of inventory (Barker 1975).

26 | CITY OF PLEASANTON URBAN FOREST MASTER PLAN

ST A TUS OF THE URBAN FOREST
Figure 1-7. London Plane Trees along Bernal Ave that have survived many years without irrigation

CITY OF PLEASANTON URBAN FOREST MASTER PLAN | 27

ST A TUS OF THE URBAN FOREST

1.4.3 Environmental
and Economic Benefits
Trees provide environmental benefits that hold real economic value for the City. These benefits contribute directly to the communities’ quality of life and the livability of Pleasanton and so it is important to quantify them. The environmental benefits were calculated for the City-managed tree inventory using i-Tree Eco, (USFS 2022), a free software developed by the U.S. Forest Service that calculates the value of trees using the attributes of the collected tree inventory data for a specific area such as species, diameter at standard height (DSH), and health condition. The i-Tree Eco analysis utilized data from 23,301 trees in the City inventory to estimate the annual carbon sequestration, stormwater diversion, and air pollution removal benefits by publicly managed trees. These values are known as the environmental benefits provided by trees and are displayed in Table 1-3. Quantifying tree benefits helps frame publicly-managed trees as a City asset, and justifies the use of urban forestry funding and staffing resources to ensure the City’s trees can continue providing environmental benefits for the community. Appendix A contains the entire i-Tree Eco report for the City’s publicly managed tree inventory.

The financial value of Pleasanton’s tree inventory is presented in Table 1-4. The replacement value also referred to as the structural value of all of Pleasanton’s trees is estimated to be $99.4 million, or $4,266 per tree. This reflects the estimated cost to replace every tree in the inventory of the same species, size, condition, etc. The functional value represents the annual value of the environmental services that the trees provide Table 1-3. Environmental Benefits Provided by City-Managed Tree Inventory Impact Quantity (Annually) T ranslation
Carbon Sequestration
(carbon dioxide removed from air by trees)  333.2 tons Carbon removed from the City’s air by the urban forest is equivalent to annual carbon emissions from 72 cars.

Avoided Runoff 1.4 million gallons
That volume of runoff would fill a football field to a
depth of over four feet of water. Equivalent to the
average annual water usage of 3,215 American homes.

Air Pollution Removal
(ozone, sulfur dioxide, nitrogen dioxide, carbon
monoxide, particulate matter < 2.5 µm)

5.3 tons Equivalent to the annual nitrogen dioxide, carbon monoxide, and sulfur dioxide emissions from 1.6 cars
Sources: i-Tree 2024, Environmental Protection Agency’s Greenhouse Gas Equivalencies Calculator