Agenda packet — San Carlos City Council, June 23, 2025 (part 1 of 4)

1 CITY OF SAN CARLOS
City Council/Successor Agency to the
Redevelopment Agency/Housing Authority
Regular Meeting
June 23, 2025 7:00 PM
Council Chambers, City Hall
600 Elm Street, San Carlos, CA 94070
www.cityofsancarlos.org
AGENDA
This meeting will be conducted both in person at City Hall and virtually via Zoom. Members of the public will have the option to observe the meeting and address the City Council as outlined below.

In- Person Participation:
 Location. City Hall – 600 Elm Street, Council Chambers.

Masks are no longer required but are still recommended by the California Department of Health. To maintain public health and safety, please do not attend in person if you are experiencing respiratory symptoms (e.g. cough, runny nose, and/or sore throat).
 Provide Public Comment. To address the City Council on any item on the posted agenda, fill out a Request to Speak Form located in the back of the Council Chambers and submit it to the City Clerk; or, you may raise your hand when the Mayor calls for public comments.

Remote Participation:
 Observe Via:
- Zoom. https://us02web.zoom.us/j/88256140939; or call 1-669-900-9128 and enter the Meeting ID #: 882 5614 0939
- Meeting Webportal. www.cityofsancarlos.org/agenda
- Local TV. Comcast Channel 27 and AT&T Uverse Channel 99  Provide Public Comment. If you plan to make a public comment on any item on the posted agenda, please observe the meeting via Zoom (see above access information), and during the public comment period for the agenda item you wish to address, use the “raise hand” feature. If joining Zoom by phone, press *9 to “raise hand”.

Councilmembers may participate in this meeting remotely pursuant to Assembly Bill 2449. 2 MAYOR: Sara McDowell
COUNCIL: John Dugan, Neil Layton, Adam Rak, Pranita Venkatesh

1. CALL TO ORDER

2. ASSEMBLY BILL 2449 TELECONFERENCE REQUESTS

3. PLEDGE OF ALLEGIANCE

4. CHANGES TO THE ORDER OF THE AGENDA

5. PRESENTATIONS
a. Present a Proclamation Recognizing the City’s 100th Anniversary on July 8, 2025. b. Present a Proclamation Recognizing July 2025 as Parks and Recreation Month.

6. COUNCIL COMMUNICATIONS AND ANNOUNCEMENTS
Council Communications and Announcements are brief items from members of the City Council regarding upcoming events in the community and correspondence that they have received. They are informational in nature and no action will be taken on these items at this meeting.

7. PUBLIC COMMENT
Persons wishing to address the City Council on matters NOT on the posted agenda may do so. Each speaker is limited to two minutes.

If the item you are speaking on is not listed on the agenda, please be advised that the City Council may briefly respond to statements made or questions posed as allowed under the Brown Act (Government Code Section 54954.2). The City Council's general policy is to refer items to staff for attention, or have a matter placed on a future City Council agenda for a more comprehensive action or report and formal public discussion and input at that time.

8. CONSENT CALENDAR
a. Motion to Waive Reading of All Ordinances.
b. Approve the City Council May 12, 2025 Special Meeting Minutes. c. Approve the City Council May 12, 2025 Regular Meeting Minutes. d. Adopt a Resolution Authorizing the City Manager to Execute a Three-Year Agreement for Professional Services for As-Needed Outside Plan Review Services Not to Exceed $400,000 Each Annually with Firms Bureau Veritas of North America, 3 Inc., CSG Consultants, Inc., True North Compliance Services, Inc., and $750,000 Annually with West Coast Code Consultants, Inc.
e. Adopt a Resolution Approving and Adopting an Updated Comprehensive Master Salary Schedule for Fiscal Year 2025-26 in Accordance with Title 2 of the California Code of Regulations Section 570.5 and the California Employees’ Retirement System ("CalPERS").
f. Adopt a Resolution Authorizing the City Manager to Execute a Three-Year Agreement with Gartner, Inc. for Information Technology and Advisory Services in the Amount of $153,932, Including Authority to Modify Services and Renew for Successive Terms up to Three Years.
g. Adopt a Resolution Approving the Submittal of the Annual Property Assessments to San Mateo County for the National Pollutant Discharge Elimination System Stormwater Fees, Pulgas Creek Levee Assessment Fees, and Sewer Service Charges for Fiscal Year 2025-2026.
h. Adopt a Resolution Authorizing the City Manager to Execute an Agreement with the County of San Mateo for Law Enforcement Services for July 1, 2025 through June 30, 2030, Providing for Annual Reviews, Including the Fiscal Year 2025-26 Payment of $13,446,007 for Police Services, Offset by the CalPERS UAAL Credit in Amount of $1,898,292, and Offset by the Approval of the Use of Prior Year Savings in the Amount of $250,000 for Police Services.
i. Adopt a Resolution Authorizing the Filing of an Application for Funding Assigned to the Metropolitan Transportation Commission (MTC) for the City of San Carlos/San Mateo County Regional EV Charging Project; and Authorizing Local Support for the MTC’s 2024 Climate Program Implementation Grants: Charging Infrastructure Program.
j. Adopt a Resolution Awarding the Landslide Repairs (Hillsides Above Eaton Trail, 3101 Brittan Avenue, Sheldon Avenue, and Chilton Park) Project (C2403); Authorizing the City Manager to Execute a Public Projects Agreement with Brannon Corporation in the Amount of $479,254.00; and Authorizing the Expenditure of a 30% Contingency in the Amount of $143,776.00 totaling a Not-To-Exceed Project Cost of $623,030.00.
k. Adopt a Resolution Approving the Plans and Specifications for the 2025 Annual Street Resurfacing Pavement Project (C9416) and Authorizing a Call for Bids. l. Adopt a Resolution Accepting the Midblock Crossing Project at 1650 Industrial Road C1807 and Authorizing the Public Works Director to Issue and Record a Notice of Completion.
m. Adopt a Resolution Authorizing Adjustments to the City of San Carlos Cost of Services Schedule (“User Fees”) for Fiscal Year 2025-26 Updating Field Maintenance Per Player Use Fees.
4 n. Adopt a Resolution Awarding the 2025 Sewer Rehabilitation Project C9617; Authorizing the City Manager to Execute a Public Projects Agreement with C2R Engineering, Inc. of Los Altos, CA in the Amount of $3,058,576.40; Authorizing the Expenditure of a 25% Contingency in the Amount of $764,644 for a Total Not-toExceed Contract Amount of $3,823,220.40; and Carrying Forward Any Remaining Unencumbered Project Funds from the Fiscal Year (FY) 2024-25 Project Budget into the FY 2025-26 Project Budget.
o. Deny Claim of Susana Vallebueno Aimar, Carlos Fernando Vallebueno Garcinava, and Christine Gabrielle Aimar Ghionzoli.
p. Adopt a Resolution Approving the Additional Use of the Library Excess Funds in Fiscal Year 2024-25, in Accordance with the Library Joint Powers Authority Agreement.

9. STUDY SESSION
a. Receive a Presentation and Provide Direction to Staff on the Downtown Specific Plan.
b. Receive a Presentation on the Parks Master Plan Update and:
i. Discuss Merging the North Crestview Park Master Plan with the Parks Master Plan Update.
ii. Discuss and Provide Direction on Preferred Opportunity Sites for Further Analysis of a Community and/or Aquatic Center.

10. AGENDA SETTING
Items discussed in this Agenda Setting Section will be considered by the Council for placing on a future agenda. No action will be taken on these items at this meeting.

11. ADJOURNMENT
Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection upon request.

In compliance with the Americans with Disabilities Act and Title VI, and as outlined in the City’s Reasonable Accommodations Policy, if you need special assistance or translation services to participate in this meeting, please contact the City Clerk’s Office at (650) 802-4222 or via email at [email protected]. Notification in advance of the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.

San Carlos City Council/Successor Agency to the
Redevelopment Agency/Housing Authority Special Meeting
Collaboration Room, City Hall
600 Elm Street, San Carlos, CA 94070
May 12, 2025 6:30 p.m.

MINUTES

ROLL CALL
City Council Present:

City Council Absent:

Pranita Venkatesh, Vice Mayor
John Dugan, Councilmember (arrived 6:35 PM)
Neil Layton, Councilmember
Adam Rak, Councilmember
Sara McDowell, Mayor
Staff Present: Jeff Maltbie, City Manager
Rebecca Mendenhall, Administrative Services Director
Crystal Mui, City Clerk
Greg Rubens, City Attorney

1. CALL TO ORDER
Vice Mayor Venkatesh called the meeting to order at 6:32 p.m.

2. PUBLIC COMMENT
None.

3. CLOSED SESSION
a. Conference with Legal Counsel - Existing Litigation (Closed Session Held Pursuant to Government Code Section 54956.9(A)); Gerard Zelnik and Bianca Zelnik vs. City of San Carlos, San Mateo Superior Court Case No. 20-CIV-02572.

4. REPORT FROM CLOSED SESSION
None.

5. ADJOURNMENT
The meeting adjourned at 7:03 p.m.

Crystal Mui
City Clerk

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San Carlos City Council/Successor Agency to the
Redevelopment Agency/Housing Authority Regular Meeting
Council Chambers, City Hall
600 Elm Street, San Carlos, CA 94070
May 12, 2025 7:00 p.m.

MINUTES

ROLL CALL
City Council Present: Sara McDowell, Mayor
Pranita Venkatesh, Vice Mayor
John Dugan, Councilmember
Adam Rak, Councilmember
Neil Layton, Councilmember
Staff Present: Juan Castillo, Maintenance Worker
Damian Chen, Maintenance Worker
Lisa Costa Sanders, Principal Planner Consultant
Greg DaCunha, Deputy Fire Chief
Steven Du, Senior Maintenance Worker
Louis Duran, Public Works Superintendent
Carlos Flores, Maintenance Worker
Paul Harris, Financial Services Manager
Hanieh Houshmandi, Senior Traffic Engineer
Matt La Croix, Maintenance Worker
Grace Le, City Engineer
Steven Machida, Public Works Director
Jeff Maltbie, City Manager
Rebecca Mendenhall, Administrative Services Director
Mi Muegge, Public Works Administrative Assistant
Crystal Mui, City Clerk
Amy Newby, Parks and Recreation Director
Angel Noriega, Assistant Public Works Superintendent
Lisa Porras, Planning Manager
Ruben Ramirez, Senior Maintenance Worker
Matt Richards, Senior Maintenance Worker
Gregory Rubens, City Attorney
Daniel Ruiz, Maintenance Worker
Al Savay, Community Development Director
Tracy Scramaglia, Assistant Public Works Director
Matt Quinn, Assistant Public Works Superintendent

1. CALL TO ORDER
The meeting was called to order 7:04 p.m.

2. ASSEMBLY BILL 2449 TELECONFERENCE REQUESTS
None.

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3. PLEDGE OF ALLEGIANCE
Mayor McDowell led the Pledge of Allegiance.

4. CHANGES TO THE ORDER OF THE AGENDA
None.

5. REPORT FROM CLOSED SESSION
None.

6. PRESENTATIONS
a. Present a Proclamation to Jacob Lipman for Receiving the Synopsys Science Award.

Mayor McDowell recognized Jacob Lipman upon receiving honorable mention in the 2024 Synopsys Science and Technology Championship.

Mr. Lipman spoke on his project and responded to Council’s question. b. Present a Proclamation Recognizing May 18 – 24, 2025 as Public Works Week.

Mayor McDowell recognized Public Works Week with a proclamation presented to Public Works Director Steven Machida. Mr. Machida, joined by Assistant Public Works Director Tracy Scramaglia and several members of their department, thanked the Council for the recognition and spoke about Public Works’ vital role in the city - emphasizing their contributions as safety workers during emergencies.
c. Present a Proclamation Recognizing May 2025 as Foster Care Awareness Month.

In recognition of May 2025 as Foster Care Awareness Month, Mayor McDowell presented a proclamation to Eileen Andrade-Kitching and her family honoring their work as a foster care family. She also presented them with city coins in recognition of their care for Karina Castro’s two daughters following her untimely passing.

The Andrade-Kitching family shared their experience as foster parents, expressed gratitude for the community’s support, and encouraged others to consider becoming foster families.

7. COUNCIL COMMUNICATIONS AND ANNOUNCEMENTS
Council Member Layton reported that interviews for the Silicon Valley Clean Water General Manager position have begun and thanked City Manager Jeff Maltbie for the valuable contributions he made to the process.

Mayor McDowell noted that a flyer had been mailed to residents with information on Hometown Days events and related street closures.

8. PUBLIC COMMENT
None.

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9. CONSENT CALENDAR
MOTION: Adopt City Council Consent Calendar items ‘a’ through ‘i’.

MOVER: Rak
SECONDER: Dugan
AYES: Dugan, Layton, Rak, Venkatesh, McDowell
NAYS: None
RESULT: Motion Passed 5 – 0
a. Motion to Waive Reading of All Ordinances.
b. Approve the City Council March 24, 2025 Regular Meeting Minutes. c. Adopt a Resolution Approving Financial Policies. Resolution 2025-033 d. Adopt a Resolution Accepting and Approving the Annual Investment Policy. Resolution 2025- 034
e. Adopt a Resolution Appropriating $119,380 from the General Capital Fund (Fund 25) for the Library Roof Upgrade Project (C2419); Appropriating $250,800 from the General Capital Fund (Fund 25) for the Corporation Yard Roof Replacement and Solar Panel Upgrade Project (C2410); Applying the Peninsula Clean Energy Corporation Yard Roof Replacement and Solar Panel Upgrade Grant to the Project to Offset Expenditures; Awarding the Corporation Yard and Library Roof Replacement Projects; Authorizing the City Manager to Execute a Public Projects Agreement with Diablo Roofing, Inc. in the Amount of $722,891; and Authorizing the Expenditure of a Contingency in the Amount of $72,289 for a Not-to-Exceed Contract Amount of $795,180. Resolution 2025-035 f. Adopt a Resolution Approving the Streets to be Resurfaced as Part of the Annual Pavement Rehabilitation Project in Fiscal Year 2025-26 and Partially Funded by Senate Bill 1, the Road Repair and Accountability Act. Resolution 2025-036
g. Adopt a Resolution Approving the Plans and Specifications for the Landslide Repairs (Hillsides Above Eaton Trail, 3101 Brittan Avenue, Sheldon Avenue, and Chilton Park) Project (C2403) and Authorizing a Call for Bids. Resolution 2025-037
h. Adopt a Resolution Approving the Parcel Map for the 782 Elm Street Development, Assessor’s Parcel Number 050-151-200. Resolution 2025-038
i. Adopt a Resolution Authorizing the City Manager to Sign an Amendment to the Agreement for Products and Services with CMCS/Central Valley Party to Increase the Not-to-Exceed Amount by $42,000 for Special Event Rentals; Authorizing the City Manager to Sign an Extension of the Agreement for Products and Services with CMCS/Central Valley Party to Renew the Agreement for Two Additional Years in the Amount of $107,950; and Authorizing a Contingency in a Not-to-Exceed Amount of $24,000 for a Total Contract Amount of $131,950. Resolution 2025-039

10. STUDY SESSION
a. Receive a Presentation and Provide Direction to Staff on the Design of the Pavilion, Restrooms, and Water Feature as Part of Improvements to the 700 Block of Laurel Street and Harrington Park.

Planning Manager Lisa Porras began the item with a project overview before turning over the presentation to the consultant team from Ware Associates and Fluidity Design. Principal John

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Ware and Architectural Designer Liam Lautze presented the proposed restroom and pavilion, followed by Design Director Jim Garland, who presented the proposed fountain.

Ms. Porras concluded the presentation with the summary of cost considerations for Phase 1A. Mr.

Garland, Mr. John Ware, Ms. Porras, and Principal-in-Charge Consultant James Stickley then responded to questions from the Council.

Public Comment
- Andrew Biernet, resident, suggested bringing more natural and whimsical elements into the downtown and removing the pavilion to have a flat element that can be used year-round. - John Durkin, resident, posed a series of questions for Phase 1A.

At Mayor McDowell’s request, Ms. Porras responded to Mr. Durkin’s questions.

City Manager Jeff Maltbie, Mr. Stickley, Ms. Porras, Mr. John Ware, and Mr. Garland responded to Council’s additional questions.

Council provided the following feedback-
- Pavilion. There was concern about acoustics for performances, and a request was made to conduct an acoustical study.
- Restrooms. A majority of the Council is comfortable with the current restroom design. If an additional stall can be added without delaying the project, that would be welcomed. There was also interest in increasing the ceiling height to 10 feet and incorporating skylights. - Water Feature. A majority of the Council is comfortable with the current design, while others would prefer modifications to include a barrier to prevent open water exposure. There was interest in engaging the community on the fountain design, however, concerns were raised about the difficulty of making a decision with extensive public input on the subjective nature of selecting art.
- Site Layout. There was some concern about the scale of the proposed pavilion and fountain. Council requested that the structures be chalked out on-site and a visit be scheduled so they can better understand their size and placement.

MOTION: At 9:23 p.m., Extend the Meeting to 11:00 p.m.

MOVER: Layton
SECONDER: Rak
AYES: Rak, Dugan, Layton, Venkatesh, McDowell
NAYS: None
RESULT: Motion Passed 5 – 0
Council recessed at 9:23 PM and reconvened at 9:35 PM.

11. PUBLIC HEARING
a. Consideration of the Following Actions for the Alexandria Center for Life Sciences Project 961- 967, 987, 1003, 1011, 1015, 1057, and 1075 Commercial Street; and 915, 921, 1015, 1055, and 1063 Old County Road (APNs 046-162-010, 046-162-210, 046-162-270, 046-162-280, 046-162- 290, 046-184-090, 046-184-110, 046-184-120, 046-184-280, 046-184-290, and 046-184-300):

Mayor McDowell, Vice Mayor Venkatesh and Council Members Rak and Layton disclosed that they met with the developers for information, but that it won’t impact their decision this evening.

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Community Development Director Al Savay commenced the item with the evolution of the Alexandria Center for Life Sciences Project and Principal Planner Lisa Costa Sanders presented on the proposed project and noted that there is revised wording proposed to Section 2.7 - School District Contribution, of the Development Agreement, to clarify the Developer’s contributions to the San Carlos School District and San Carlos Education Foundation. The proposed updated language was provided to the Council as a handout.

The Alexandria applicants team, including, Toon Jordan and Architect Manan Shah presented on their proposed project.

Ms. Jordan, Applicant’s Environmental Consultant Nick Walchuk, City’s Traffic Consultant Mark Spencer, City’s outside Legal Counsel Anna Shimko, Applicant’s Mara Fintzi, Applicant’s Terezia Nemeth, Mr. Maltbie, Ms. Costa Sanders, and Applicant’s Consultant Jeff Tarantino responded to Council’s questions.

MOTION: At 10:54 p.m. Extend the Meeting to 11:30 p.m.

MOVER: Rak
SECONDER: Venkatesh
AYES: Venkatesh, Rak, Dugan, Layton, McDowell
NAYS: None
RESULT: Motion Passed 5 – 0
Public Comment
- Ethan Lester, resident and representative for the Operating Engineers Local 3, spoke in support of the Alexandria Project.
- Sam Herberg, resident and Greater East San Carlos (GESC) Co-President, responded to the City’s reply to their letter of concern regarding the creek improvement plan and shuttles in their neighborhood.
- Max Schneider, resident and GESC Boardmember, shared the GESC’s concerns with traffic congestion and requested improvements to and from their neighborhood. - Dan, resident, echoed the previous two speakers' comments regarding the need for environmental cleanup and traffic improvements in the area.

MOTION: Close the Public Hearing.

MOVER: Dugan
SECONDER: Rak
AYES: Layton, Venkatesh, Rak, Dugan, McDowell
NAYS: None
RESULT: Motion Passed 5 – 0
Mr. Spenser, Ms. Costa Sanders, City’s CEQA Consultant Rebecca Auld, City’s Fiscal Consultant Jim Simon responded to Council’s additional questions.

MOTION: At 11:18 p.m. Extend the Meeting to 12:00 a.m.

MOVER: McDowell
SECONDER: Rak
AYES: Dugan, Layton, Venkatesh, Rak, McDowell
NAYS: None

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RESULT: Motion Passed 5 – 0
i. Adopt a Resolution Certifying the Final Environmental Impact Report and Adopting the CEQA Findings of Fact and Mitigation Monitoring and Reporting Program for the Alexandria Center for Life Science Project.

MOTION: Adopt Resolution 2025-040 Certifying the Final Environmental Impact Report and Adopting the CEQA Findings of Fact and Mitigation Monitoring and Reporting Program for the Alexandria Center for Life Science Project at 900 and 960 Industrial Road; 961- 967, 987, 1003, 1011, 1015, 1057 and 1075 Commercial Street; and 915, 921, 1015, 1055 and 1063 Old County Road (APNs 046-162-010, 046-162-210, 046-162-270, 046-162-280, 046- 162-290, 046-184-090, 046-184-110, 046-184-120, 046-184-280, 046-184- 290 and 046-184-300).

MOVER: Rak
SECONDER: Layton
AYES: Rak, Dugan, Layton, Venkatesh, McDowell
NAYS: None
RESULT: Motion Passed 5 – 0
ii. Introduce an Ordinance Approving the Alexandria Center for Life Science Planned Development Plan, Master Sign Program and Related Zoning Map Amendment to Rezone the Project Site from Heavy Industrial to Planned Development.

MOTION: Introduce Ordinance 1622 Approving the Alexandria Center for Life Science Planned Development Plan, Master Sign Program and Related Zoning Map Amendment to Rezone the Project Site from Heavy Industrial to Planned Development at 900 and 960 Industrial Road; 961- 967, 987, 1003, 1011, 1015, 1057 and 1075 Commercial Street; and 915, 921, 1015, 1055 and 1063 Old County Road (APNs 046-162-010, 046-162-210, 046-162-270, 046-162-280, 046-162-290, 046-184-090, 046-184-110, 046-184-120, 046- 184-280, 046-184-290 and 046-184-300).

MOVER: Layton
SECONDER: Venkatesh
AYES: Venkatesh, Rak, Dugan, Layton, McDowell
NAYS: None
RESULT: Motion Passed 5 – 0
iii. Introduce an Ordinance Approving the Development Agreement with the Alexandria Real Estate Equities.

MOTION: Introduce Ordinance 1623 Approving a Development Agreement with the Alexandria Real Estate Equities, for the Alexandria Life Science Campus Project with the following three amendments:
- Section 2.4.4(b)iii. Amend to show that Council shall approve any alternate designs to the bike and pedestrian trail along Pulgas Creek - Section 2.7 - School District Contribution. Amend to state:
“In 2020, Developer contributed One Million Dollars $1,000,000) to the San Carlos School District to help San Carlos schools address the challenges of the COVID-19 pandemic. Developer has also contributed Five Hundred Thousand Dollars ($500,000) to the San Carlos Education Foundation and has an agreement with the San

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Carlos Education Foundation to contribute an additional Five Hundred Thousand Dollars ($500,000.00) by 2031.”
- Section 2.9.1 – Use of Campus Parking. Amend public parking hours to be daily from 8:00 a.m. to 10:00 p.m.

MOVER: Rak
SECONDER: McDowell
AYES: Layton, Venkatesh, Rak, Dugan, McDowell
NAYS: None
RESULT: Motion Passed 5 – 0

12. AGENDA SETTING
None.

13. ADJOURNMENT
Mayor McDowell reflected on Linda Teutschel’s many contributions to the community and adjourned the meeting in her memory at 11:36 p.m.

Crystal Mui,
City Clerk

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CITY COUNCIL

STAFF REPORT
MEETING DATE: June 23, 2025
ITEM TITLE: Adopt a Resolution Authorizing the City Manager to Execute a ThreeYear Agreement for Professional Services for As-Needed Outside Plan Review Services Not to Exceed $400,000 Each Annually with Firms Bureau Veritas of North America, Inc., CSG Consultants, Inc., True North Compliance Services, Inc., and $750,000 Annually with West Coast Code Consultants, Inc.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution authorizing the City Manager to execute a three-year agreement for professional services for as-needed outside plan review services not to exceed $400,000 each annually with firms Bureau Veritas of North America, Inc., CSG Consultants, Inc., True North Compliance Services, Inc., and $750,000 annually with West Coast Code Consultants, Inc.

FISCAL IMPLICATIONS:

There is no fiscal impact or additional appropriation needed at this time.

The budget for these plan review services is as follows:

Adopted
FY 2025-26
Adopted
FY 2026-27
Forecasted
FY 2027-28
Building Division $934,400 $962,400 $991,300
Fire Department 113,600 $117,000 $120,500
Total Budget $1,048,000 $1,079,400 $1,111,800
Large Development Projects Developer Fees TBD Developer Fees TBD Developer Fees TBD It is important to note that the actual expenditure for each contract in each fiscal year may vary depending on the annual development activity level, potentially falling below the maximum contract amount in certain years. Should the development activity in any fiscal year exceed the existing budget, additional budget appropriation requests would be brought forward at that time.

Plan checks are paid in part by development fees and the increase in fees would offset any future budget appropriation request.

The total not to exceed contract amounts for each firm should provide sufficient funding with no need to amend the contracts in the event of unforeseen large-scale development projects that require plan review.

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BACKGROUND:

The Building Division relies on contract as-needed plan review services to help maintain exceptional customer service and plan review turn-around time. Complex tenant improvements, new single- and multi-family homes, and residential second-story additions are typically reviewed by outside plan review consultants with an average initial review time of 10 days. This approach toward managing plan review applications disperses the workload between City staff and plan review consultants and prevents the backlog of permit applications. Plan review complaints have reduced considerably, and permits are issued more efficiently with the utilization of contract plan review services. To maintain acceptable levels of customer service, it is important to update the City’s current list of outside plan review consultants.

These firms also provide pre-approval and plan check services related to fire life-safety.

ANALYSIS:

Staff issued a request for qualifications (RFQ) on April 28, 2025, for as-needed plan review services. Consultant selection was based on demonstrated competence and on the professional qualifications necessary for satisfactory performance of the services required, and on fair and reasonable pricing. More specifically, each submittal was evaluated by the following criteria:
• Background and experience of the consultant and personnel • Past performance and service on similar assignments
• Consultant’s quality assurance and control measures
• Proposed scope of work and technical qualifications (staff who will actually work on plan review for the City)
• Proposed hourly fees and percentage of plan review fees collected for services provided A total of 13 firms responded to the RFQ:

Firm Location
4Leaf, Inc. Pleasanton, CA
BPR Consulting Group Roseville, CA
Bureau Veritas of North America, Inc. Sacramento, CA
CSG Consultants, Inc. Newman, CA
Development Compliance Solutions Chico, CA
JAS Pacific Sacramento, CA
Shums Coda Associates Pleasanton, CA
TPI Building Code Consultants, Inc. South Elgin, IL
TRB Associates Burlingame, CA
True North Compliance Services, Inc. Long Beach, CA
Urban37, Inc. Castro Valley, CA
West Coast Code Consultants, Inc. South San Francisco, CA Wildan Engineering Roseville, CA
An evaluation and interview committee consisting of the Assistant Building Official, Robert Lord, and Fire Marshal, Janice Cheung, reviewed the RFQ submittals. After a meeting with the top four

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plan review firms, the interview committee recommended proceeding with as-needed plan review contracts with four consultants including: Bureau Veritas of North America, Inc., CSG Consultants, Inc., True North Compliance Services, Inc., and West Coast Code Consultants, Inc. Selecting these firms for as-needed plan review services will enable the Building Division to disperse plan review workload for anticipated larger development projects, large-scale residential development applications, and in-fill mixed-use projects. The selection of multiple firms to provide as needed services gives the Building Division the flexibility to assign work based on the unique requirements of each project. The proposed contract with West Coast Code Consultants, Inc. is larger as that firm has provided pre-application review of larger development projects such as 888 Bransten Road and the Alexandria Center for Life Science project. Staff feels it is important to continue the plan review phase of these projects with West Coast Code Consultants, Inc. for consistency and streamlining of the plan review and permit issuance that is anticipated in the upcoming fiscal years.

Staff continue to perform in-house plan review of residential interior remodels (kitchens, baths, and other interior and exterior work), first story additions, and simple commercial tenant improvement projects. This approach enables staff to process simpler projects within a reasonable timeline, so they are not held up by larger residential and commercial applications.

The proposed professional services agreements for each firm will have a term of three years with a two-year extension at the City Manager’s option. Staff will continue to monitor plan review comments generated by each firm, manage plan review turnaround time, and provide input if there is a conflict of any sort with regard to Building and Fire Code interpretation or other plan review issues.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution authorizing the City Manager to execute a three-year agreement for professional services for as-needed outside plan review services not to exceed $400,000 each annually with firms Bureau Veritas of North America, Inc., CSG Consultants, Inc., True North Compliance Services, Inc., and $750,000 annually with West Coast Code Consultants, Inc.; or

2. Do not adopt the Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Chris Valley, Building Official
Robert Lord, Assistant Building Official
Al Savay, Community Development Director

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Approved for submission by:
_______________________
Jeff Maltbie, City Manager
ATTACHMENT(S):

1. Resolution

2. Building Plan Review Services RFQ

3. Proposed Agreement – Bureau Veritas

4. Proposed Agreement – CSG Consultants

5. Proposed Agreement – True North Compliance Services

6. Proposed Agreement – West Cost Code Consultants

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RESOLUTION NO. 2025 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

AUTHORIZING THE CITY MANAGER TO EXECUTE A THREE-YEAR AGREEMENT FOR

PROFESSIONAL SERVICES FOR AS-NEEDED OUTSIDE PLAN REVIEW SERVICES NOT TO EXCEED $400,000 EACH ANNUALLY WITH FIRMS BUREAU VERITAS OF NORTH AMERICA, INC., CSG CONSULTANTS, INC., TRUE NORTH COMPLIANCE SERVICES, INC., AND $750,000 ANNUALLY WITH WEST COAST CODE
CONSULTANTS, INC.

WHEREAS, the Building Division relies on contract as-needed plan review services to help maintain exceptional customer service and plan review turnaround time; and WHEREAS, to maintain acceptable levels of customer service, it is important to update the City’s current list of outside plan review consultants; and WHEREAS, staff issued a request for qualifications for plan review services on April 28, 2025, and after deliberation and interviews based on demonstrated competence, the professional qualifications necessary for satisfactory performance of services required, and on fair and reasonable price, the selection committee recommends proceeding with as-needed plan review contracts with Bureau Veritas of North America, Inc., CSG Consultants, Inc., True North Compliance Services, Inc., and West Coast Code Consultants, Inc.

NOW, THEREFORE BE IT RESOLVED, that the San Carlos City Council hereby authorizes the City Manager to sign Professional Services Agreements with Bureau Veritas of North America, Inc., CSG Consultants, Inc., True North Compliance Services, Inc., and West Coast Code Consultants, Inc. for as-needed outside plan review services. * * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of June 2025, by the following vote:
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

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The City of San Carlos Invites Request for
Qualifications Submittals for Professional Consultant
Services as Needed for Outside Plan Review Services
RFQ Issued: April 28, 2025
Submittals Due: Friday, May 16, 2025, at 5:00 p.m.

City of San Carlos
600 Elm Street
San Carlos, CA 94070
Robert Lord
Assistant Building Official
[email protected]

CITY OF SAN CARLOS
Request for Qualifications

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2 REQUEST FOR QUALIFICATIONS (RFQ) SUBMITTALS FOR PROFESSIONAL

CONSULTANT SERVICES AS NEEDED FOR OUTSIDE PLAN REVIEW SERVICES I. INTRODUCTION
Through this Request for Qualifications (RFQ), the City of San Carlos is seeking proposals from qualified firms or individuals to provide Outside Plan Review Services for building and fire plan reviews, as well as the possibility for inspection and project management services on an ad hoc basis. Consultant(s) will primarily operate under the Community Development Department with direction provided by the Building Official, Assistant Building Official, Building Inspector, and Permit Technician.

The Consultant(s) may also operate under other City department(s) for specific project(s), receiving guidance from the department Director and/or designee, as required.

Upon authorization by the San Carlos City Council and execution of the contract, the contract term would begin for a three-year term in July 2025 and will continue through Fiscal Years 2025-26, 2026-27, and 2027-28 with up to one (1) two-year extension.

II. BACKGROUND
San Carlos is a General Law City of approximately 30,000 residents that encompasses approximately five square miles and located halfway between San Francisco and San Jose.

With excellent geography and livability, the city strikes a rare balance between small town charm and big city access. A quaint village feel both downtown and around town is partnered with a robust and diverse industrial sector on the east side of the City between El Camino Real and Hwy 101.

The City of San Carlos is seeking, through this Request for Qualifications (RFQ), contract Plan Review Consulting Services for the Community Development Department’s Building Division.

III. SCOPE OF SERVICES
The professional services contract will enable the City to obtain professional and technical assistance on short notice and as-needed basis from the selected consultants. At its discretion, the City intends to select one or more firms with whom the City will contract for services on an as-needed basis.

The City will appoint designated consultants to provide contract support services under the direction of the Building Official. The consultants must be able to provide a broad range of specialized engineering and construction services and staff to complete task project orders issued by the Building Division by direct assignment of its own personnel, including, but not limited to, consultation, planning, administration, specialized analytical studies, construction support, and other miscellaneous municipal report writing.

Task project orders may be directly assigned to the selected consultants or assigned after review of competitive letter proposals from the selected firms in contract with the City of San Carlos. The task project may include, but is not limited to:

A. Administrative Duties

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3 1. When directed, attend staff level meetings with city staff, public officials, community leaders, developers, contractors and the public.

2. When directed, review and provide written comments on land development matters, and construction plan review.

3. When directed, provide technical advice to City personnel related to all matters of engineering, including but not limited to accessibility, current California Building Code requirements, state and federal legislation, and civil and structural engineering.

4. When directed, the selected consultant may be required to utilize the City’s webbased permit tracking software to provide regular project updates and maintain communication throughout the duration of the engagement.

B. Geotechnical Engineering

1. Provide professional geotechnical services for peer review of soils report and analysis for the Building Division.

2. Provide review, technical advice, and recommendations to the Building Division.

C. Plan Check Services

Upon awarding a contract, the consultant shall perform plan review services as follows:

1. When directed, review for compliance construction plans, documents, engineering, fire sprinkler / alarm plans, and specifications.

2. A plan check shall be performed at the consultant’s office unless space is available at the City office and arrangements have been made for other than the consultant’s office location.

3. Consultants shall assign personnel who are professionally qualified to perform commercial and / or residential construction plan review as determined by the City.

4. Consultants shall designate one individual as responsible contact for all communication between City and consultant.

5. Consultants shall furnish assigned personnel with all necessary materials, resources and training to conduct plan review, including current copy of applicable City amendments, policies, procedures, ordinances, and forms.

6. Plan review approval shall not be recommended to the city until ALL code compliance issues are resolved to the best of the consultant’s knowledge and all permit issuance requirements of the Building Division are satisfied. The consultant shall contact the Building Official if there are any questions, or if other arrangements are requested by the applicant.

7. Consultants shall arrange a meeting with the applicant to discuss and resolve outstanding issues if the plan review reaches a third round of comments.

8. All plan reviews shall be performed electronically. Consultants shall conduct each plan review in a timely manner and within time-frame guidelines established by the City of San Carlos. Upon completion of each plan review, the consultant shall

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4 provide a link to the approved documents. A complete and final invoice for the project shall be provided for approval. Ongoing monthly services may be invoiced monthly.

9. Plan review comment letters shall be completed in an approved format and provided to the Building Division.

10. The consultant shall conduct and coordinate all communications with the Building Official, or the Building Official’s designated staff. As directed, the consultant shall send a copy of the plan review comments to the designer of record for the project by email and respond to designer questions by email or by phone within one business day.

11. The consultant shall not contact the applicant when the plans are approved. The Building Division will notify the applicant when the permit is ready to issue once notified by the Consultant.

12. Code interpretations are subject to final review and approval of the Building Official. All plan review comments are subject to review by the Building Official as requested.

13. Consultant shall be available within one business day to respond to questions from the City of San Carlos that may be generated during field inspection for each authorized plan check that is subsequently issued a permit for construction.

D. Inspection and Other Professional Services

1. Provide inspection and other professional services as needed and authorized by the City of San Carlos.

E. Project Management Services

1. Provide construction project management services as needed and authorized by the City of San Carlos.

F. Availability

1. The consultant is expected to perform the plan review requirement under the assigned agreement by the City of San Carlos. Prior approval by the City of San Carlos is required for all project changes.

2. The expected response time for the consultant to return a list of comments to the Building Division or provide approval for all plan review projects from the day of authorization by the Building Division is ten (10) working days on the first review, and five (5) working days on subsequent reviews. On larger projects, fifteen (15) working days on the first review, and ten (10) working days on subsequent reviews.

3. Indicate the availability of the consultants’ staff to discuss projects and technical data via phone or email with the Building Division staff, design team and / or construction team.

IV. INVOICING

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5 For fixed-fee reviews, work shall be invoiced in the month in which the first-round review is completed.

For hourly-rate reviews, fees shall be invoiced after each subsequent round of review.

V. PROPOSAL COMPONENTS
The City of San Carlos Building Division desires to retain professional and technical consultants to provide as-needed Plan Review Services.

To be considered, all requested information below shall be submitted. All material shall be presented in a succinct manner and follow the same order as presented in this RFQ.

A. INFORMATION ABOUT CONSULTING FIRM(S)

1. Consultant Name, Address, etc.: State the name address, telephone number, and website.

2. Year Consulting Firm Established: List the year the firm was established.

3. Primary Contacts within the Company: List of the firm’s owner and the primary contacts within the company. Include title, telephone number and email address for each employee. Indicate which person will be the contact for the RFQ process.

4. Number of Employees in the Consulting Firm: Indicate the total number of employees for all locations of the consulting firm.

5. Consultant Specialties: List the type(s) of work the consulting firm specializes in.

6. List of Lead Professional Personnel by Area of Expertise: An organization chart describing the staff available to handle the desired work. Provide a brief but detailed history of the number of years of experience with the current firm and other firms, education, professional registration / certifications, and qualified work experience relevant to the services requested. Use separate pages per person.

7. Current / Prior Experience with Municipal Projects: List up to five (5) projects, starting with the most recent, that the professional personnel of your consulting firm have worked within the past five (5) years. Provide the year the project was performed, the name of the municipality, location (city), the owner’s name, address, and contact name and phone number, and the scope of work performed. Other related experiences may be included.

B. APPROACH TO COMPLETING SCOPE OF SERVICES

1. Provide the tasks and a narrative of how your firm will comply with the scope of work, and what special services and products your firm must meet the Building Division’s needs.

2. A description of how the firm provides the desired services and quality control to assure adequate level of service and successful project completion and management.

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6 3. A statement indicates that the firm is independent, properly licensed to practice in California, and has no conflict of interest regarding any work performed by the firm for the city.

4. A statement of the firm’s mission statement (if available) and ethical standards should also be included.

C. FEE SCHEDULE

Provide a proposed fee schedule, including the percentage of plan review fee that is collected by the City of San Carlos from the applicant, and typical hourly charge rates for labor classifications anticipated.

D. REFERENCES

Please provide three (3) references (company names, addresses, phone numbers, and contact persons) for comparable work for your firm and for the team members. Provide a brief description and magnitude of the services provided for each reference.

E. CONSULTANT AND PROFESSIONAL SERVICES AGREEMENT / INSURANCE

Include a brief statement acknowledging the consultant’s willingness to accept the attached City of San Carlos Agreement for Professional Services (Agreement) as is, without modifications. If the consultant (firm) is not willing to acknowledge the Agreement, please do not submit the RFQ for consideration.

VI. SELECTION PROCESS
A. DISTRIBUTION AND OUTREACH

The RFQ is being distributed to a list of consultants who have expressed an interest and expertise in related areas. The RFQ will also be posted on the City’s website:
https://www.cityofsancarlos.org/business/bids_and_proposals/call_for_bids_rfpsrfqs.php B. SELECTION TEAM
The City will rate prospective consultants (firms) for this work using only objective criteria based upon the information obtained in the proposals.

The city will appoint an ad-hoc selection team (City Staff) to screen proposals. The firms with the highest ranking based on experience and qualifications as described in the proposal to provide the required services may be invited for interviews. The proposed project manager and personnel will be requested to represent the consultant at the interviews.

C. SELECTION CRITERIA
The following criteria will be used in evaluating the submittals received in response to this RFQ:

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7 The Screen Panel Board evaluation will consist of a matrix of requirements, qualifications and experience, totaling 100 points.

A. Background and experience of the consultant and personnel (20 points) B. Past performance and service on similar assignments / projects (20 points) C. Consultant’s quality assurance and control measures (10 points) D. Proposed Scope of Work and Technical Qualifications (staff who will work on the projects) (35 points)
E. Proposed Hourly Fees (15 points)

D. SELECTION PROCEDURE
Consideration of a prospective consultant’s proposal will be made only if the prospective consultant meets all the minimum requirements of the RFQ. The City reserves the right to adjust, increase, limit, suspend or rescind the rating based on subsequently learned information. The City reserves the right to award a contract to the consultant (or consultants) that present the best qualifications, and which best accomplishes the desired results for the City.

Any consultant deemed not qualified, or consultant’s whose rating changes sufficiently to disqualify them, will be notified in writing. No consultant shall have the right to an appeal based upon an incomplete or late submission of the proposal.

Request for Supplemental Information: The City reserves the right to request from any or all consultant’s supplemental information that clarifies submitted materials.

Questions: All questions regarding this solicitation shall be directed at the city representative listed. Do not attempt to contact city members regarding your or anyone else’s proposal. All requests and inquiries shall be by email only. The city representative is Maureen McNulty, at [email protected].

Incomplete Proposals: Incomplete and / or unsigned submissions will not be considered.

However, if a submittal is incomplete, and it appears that the omission can be corrected promptly, the affected consultant may be contacted and offered the opportunity to complete the proposal and provide the required information within a prescribed period, which will not be extended. If a consultant does not respond within the time stated, the proposal will not be considered.

Rejection of Submitted RFQ: Proposals that are not current, accurate, and / or completed accurately in accordance with the prescribed format shall be considered nonresponsive and eliminated from further consideration.

The City reserves the right to waive minor irregularities in the proposal format.

The City reserves the sole right to evaluate the proposals and reject any or all RFQs.

Selection Process Termination: The City reserves the right to terminate the selection process, at any time, without making an award to any or all consultants.

Disqualification: Factors such as, but not limited to, any of the following may be considered just cause to disqualify a proposal without further consideration:

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8 1. Any attempt to improperly influence any member of the selection staff.

2. Existence of any lawsuit, unresolved contractual claim or dispute between consultant and the city.

3. Evidence of incorrect information was submitted as part of the proposal.

4. Consultant’s default under any agreement, which results in termination of the agreement.

Undue Influence: All firms submitting proposals declare and warrant, on a separate attachment, that no undue influence or pressure is used or against or in concert with any officer or employee of the City of San Carlos in connection with the award or terms of Agreement that will be executed as a result of award of this contract, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of the City of San Carlos will receive compensation, directly or indirectly, from the consultant, or from any officer, employee or agent of the consultant, in connection with the award of the Agreement or any work to be conducted as a result of the Agreement.

VII. SUBMITTAL OF PROPOSALS
Interested parties shall submit one electronic copy, via email, by : Friday, May 16, 2025, at 5:00 p.m. (PST) to Robert Lord, Assistant Building Official, at [email protected] VIII. CITY PROVIDED MATERIALS
The following materials are provided (for reference only, subject to change without notification):

A. City of San Carlos Standard Agreement for Professional Services

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Agreement for Professional Services 1 Revised 09/25/2024

AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into as of __________________ by and between the City of San Carlos hereinafter called "CITY" and Bureau Veritas of North America, Inc. hereinafter called "CONSULTANT".

RECITALS
This Agreement is entered into with reference to the following facts and circumstances:

A. That CITY desires to engage CONSULTANT to render certain professional services in the CITY;
B. That CONSULTANT is qualified to provide such services to the CITY and; THEREFORE, the CITY has elected to engage the services of CONSULTANT upon the terms and conditions as hereinafter set forth.

1. Services. The services to be performed by CONSULTANT under this Agreement shall include those services set forth in Exhibit A, which is, by this reference, incorporated herein and made a part hereof as though it were fully set forth herein.

Performance. of the work specified in said Exhibit is hereby made an obligation of CONSULTANT under this Agreement, subject to any changes that may be made subsequently hereto upon the mutual written agreement of the said parties.

Where in conflict, the terms of this Agreement supersede and prevail over any terms set forth in Exhibit A.

2. Term; Termination. (a) The term of this Agreement shall commence upon the date hereinabove written and shall expire upon completion of performance of services hereunder by CONSULTANT, or July 1, 2028, whichever comes first. (b) Notwithstanding the provisions of (a) above, CITY may terminate this Agreement without cause by giving written notice not less than ten (10) days prior to the effective date of termination, which date shall be included in said notice. In the event of such termination, CITY shall compensate CONSULTANT for services rendered, and reimburse CONSULTANT for costs and expenses incurred, to the date of termination, calculated in accordance with the provisions of paragraph 3.

In ascertaining the services actually rendered to the date of termination, consideration shall be given both to completed work and work in process of completion. Nothing herein contained shall be deemed a limitation upon the right of CITY to terminate this Agreement for cause, or otherwise to

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Agreement for Professional Services 2 Revised 09/25/2024 exercise such rights or pursue such remedies as may accrue to CITY hereunder.

3. Compensation; Expenses; Payment. CITY shall compensate CONSULTANT for all services performed by CONSULTANT hereunder in an amount based upon CONSULTANT’s hourly rates during the time of the performance of said services. A copy of CONSULTANT’s hourly rates for which services hereunder shall be performed are set forth in CONSULTANT’s fee schedule marked Exhibit B hereof, attached hereto and by this reference incorporated herein.

Notwithstanding the foregoing, the combined total of compensation and reimbursement of costs payable hereunder shall not exceed the sum of One Million Five Hundred Thousand Dollars ($1,200,000: $400,000 FY 26, $400,000 FY 27, and $400,000 FY 28) unless the performance of services and/or reimbursement of costs and expenses in excess of said amounts have been approved in advance of performing such services or incurring such costs and expenses by CITY’s City Manager (for contracts less than $75,000 or authorized by City Council action for contracts $75,000 or more by motion duly made and carried).

Compensation and reimbursement of costs and expenses hereunder shall be payable upon monthly billing therefore by CONSULTANT to CITY, which billing shall include an itemized statement, briefly describing by task and labor category or cost/expense items billed.

4. Additional Services. In the event CITY desires the performance of additional services not otherwise included within the services described in Exhibit A, such services shall be authorized in advance of the performance thereof by CITY’s City Manager (for contracts less than $75,000 or authorized by City Council action for contracts $75,000 or more by motion duly made and carried). Such amendment to this Agreement shall include a description of the services to be performed thereunder, the maximum compensation and reimbursement of costs and expenses payable therefor, the time of performance thereof, and such other matters as the parties deem appropriate for the accomplishment of such services. Any additional services causing the total contract price to exceed $75,000, shall require approval by the City Council. Except to the extent modified by written amendment, all other terms and conditions of this Agreement shall be deemed incorporated in each such amendment.

5. Records. CONSULTANT shall keep and maintain accurate records of all time expended and costs and expenses incurred relating to services to be performed by CONSULTANT hereunder. Said records shall be available to CITY for review and copying during regular business hours at

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Agreement for Professional Services 3 Revised 09/25/2024 CONSULTANT’s place of business or as otherwise agreed upon by the parties.

6. Authorization. This Agreement becomes effective when endorsed by both parties in the space provided below.

7. Reliance on Professional Skill of CONSULTANT. CONSULTANT represents that it has the necessary professional skills to perform the services required and the CITY shall rely on such skills of the CONSULTANT to do and perform the work. In performing services hereunder CONSULTANT shall adhere to the standards generally prevailing for the performance of expert consulting services similar to those to be performed by CONSULTANT hereunder. CONSULTANT acknowledges the importance to CITY of the skill, competency, ability to appropriately work with CITY staff and expertise of individual staff assigned to the project, and accordingly the individuals assigned to the Project must be acceptable to CITY.

8. Documents. All documents, plans, drawings, renderings, and other papers, or copies thereof, as finally rendered, prepared by CONSULTANT pursuant to the terms of this Agreement, shall, upon preparation and delivery to CITY, become the property of CITY.

9. Relationship of Parties. It is understood that the relationship of CONSULTANT to the CITY is that of an independent contractor and all persons working for or under the direction of CONSULTANT are its agents or employees and not agents or employees of the CITY.

10. Schedule. CONSULTANT shall adhere to the schedule set forth in Exhibit A; provided, that CITY shall grant reasonable extensions of time for the performance of such services occasioned by governmental reviews of CONSULTANT’s work product or other unavoidable delays; provided, further, that such unavoidable delay shall not include strikes, lockouts, work stoppages, or other labor disturbances conducted by, or on behalf of, CONSULTANT’s officers or employees.

CONSULTANT acknowledges the importance to CITY of CITY’s Project schedule and agrees to put forth its best professional efforts to perform its services under this Agreement in a manner consistent with that schedule.

11. Indemnity. CONSULTANT shall indemnify, defend, and hold harmless City, its officers, employees, agents and volunteers from and against all liability, loss, damage, expense, and cost (including, without limitation, reasonable legal counsel fees, expert fees and all other costs and fees of litigation) of every nature arising out of or in connection with CONSULTANT’s negligence, recklessness, or willful misconduct in the

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Agreement for Professional Services 4 Revised 09/25/2024 performance of work hereunder, or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage caused by the active negligence or willful misconduct of the City. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement. Nothing herein contained shall be construed to require CONSULTANT to indemnify CITY its officers, employees, agents and volunteers against any responsibility or liability in contravention of Section 2782 of the California Civil Code.

12. Insurance. CONSULTANT shall acquire and maintain Workers’ Compensation, employer’s liability, commercial general liability, owned and non-owned and hired automobile liability, and professional liability insurance covering risks relating to CONSULTANT’s services to be performed hereunder in form subject to the approval of the City Attorney and/or CITY’s Risk Manager. The minimum amounts of coverage corresponding to the aforesaid categories of insurance per insurable event, shall be as follows:

Insurance Category Minimum Limits
Workers’ Compensation statutory minimum
Employer’s Liability $1,000,000 per accident for bodily injury or disease. CONSULTANT shall submit
to City a Waiver of Subrogation
endorsement in favor of City, its officers,
agents, employees, and volunteers.

Commercial General Liability $1,000,000 (to $5,000,000 depending on exposure) per occurrence for bodily
injury, personal injury, and property
damage, including without limitation,
blanket contractual liability and
coverage for explosion, collapse and
underground property damage hazards.

If a general aggregate limit applies,
either the general aggregate limit shall
apply separately to this project/location
or the general aggregate limit shall be
twice the required occurrence limit.

Coverage must be at least as broad as
Insurance Services Office form CG 00

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Agreement for Professional Services 5 Revised 09/25/2024 Automobile Liability $1,000,000 per accident for bodily injury and property damage (coverage
required to the extent applicable to
CONSULTANT’s vehicle usage in
performing services hereunder)
1Professional Liability $1,000,000 per claim and if a general aggregate limit applies, general
aggregate limit shall be twice the
required occurrence limit.

Concurrently with the execution of this Agreement, CONSULTANT shall furnish CITY with certificates and copies of information or declaration pages of the insurance required hereunder and, with respect to evidence of commercial general liability and automobile liability insurance coverage, original endorsements:
(a) Precluding cancellation or reduction in per occurrence limits before the expiration of thirty (30) days (10 days for nonpayment) after City shall have received written notification of cancellation in coverage or reduction in per occurrence limits by first class mail; (b) CONSULTANT’s general liability policies shall be primary and noncontributory, and be endorsed using Insurance Services Office form CG 20 10 to provide that City and its officers, officials, employees, and agents shall be additional insured under such policies. An endorsement providing completed operations coverage for the additional insured, ISO form CG 20 37, is also required.

Claims Made Policies
If any of the required policies provide claims-made coverage:

1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work. 1 Note: Professional liability insurance coverage is not required if the contractor/vendor/consultant is not providing a service regulated by the state. (Examples of service providers regulated by the state are insurance agents, professional engineers, doctors, certified public accountants, lawyers, etc.) Please check and initial the following if professional liability is NOT required for this agreement.  Recommended ______ [Project Manager]  Approved _______[Risk Manager]

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Agreement for Professional Services 6 Revised 09/25/2024 Verification of Coverage
Consultant shall furnish the CITY with original certificates and amendatory endorsements affecting coverage required by this clause. All certificates and endorsements are to be received and approved by the CITY before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The CITY reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Waiver of Subrogation
Consultant hereby grants to CITY a waiver of any right to subrogation which any insurer of said Consultant may acquire against the CITY by virtue of the payment of any loss under such insurance. This provision applies regardless of whether or not the CITY has requested or received a waiver of subrogation endorsement from the insurer.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Special Risks or Circumstances
CITY reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Coverage
It is a requirement under this agreement that any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements and/or limits shall be made available to the Additional Insured and shall be (1) the minimum coverage and limits specified in this Agreement; or (2) the broader coverage and maximum limits of coverage of any insurance policy, whichever is greater.

Primary and Non-Contributory Coverage
The Additional Insured coverage under the Consultant’s policy shall be “primary and non-contributory” as will not seek contribution from the CITY insurance or self-insurance and shall be at least as broad as CG 20 01 04

12. Excess Insurance
The limits of insurance required in this agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and noncontributory

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Agreement for Professional Services 7 Revised 09/25/2024 basis for the benefit of CITY before the CITY insurance or self-insurance shall be called upon to protect it as a named insured.

13. Workers’ Compensation. CONSULTANT acknowledges and certifies awareness of the provisions of the Labor Code of the State of California which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that Code, and CONSULTANT certifies and agrees to compliance with such provisions before commencing the performance of the work of this agreement.

14. Subcontractors (If applicable). CONSULTANT agrees to include with all subcontractors in their subcontracts the same requirements and provisions of this agreement including the indemnity and Insurance requirements to the extent they apply to the scope of the Subcontractors’ work. Subcontractors hired by CONSULTANT agree to be bound to CONSULTANT and CITY in the same manner and to the same extent as CONSULTANT is bound to CITY under the Contract documents.

Subcontract shall agree to include these same provisions in any agreement with a sub-subcontractor. CONSULTANT shall require all subcontractors to provide a valid certificate of insurance and the required endorsements included in the agreement prior to commencement of any work and will provide proof of compliance to the CITY.

Subcontractor shall agree to be bound to CONSULTANT and CITY in the same manner and to the same extent as CONSUTLANT is bound to CITY under the Contract Documents. Subcontractor shall further agree to include the same requirements and provisions of this agreement, including the indemnity and Insurance requirements, with a Sub-subcontractor to the extent they apply to the scope of the Sub-subcontractors’ work. A copy of the CITY Contract Document Indemnity and Insurance provisions shall be furnished to the subcontractor upon request.

15. Non-Discrimination. The CONSULTANT hereby assures that it will comply with Subchapter VI of the Civil Rights Act of 1964, 42 USC Section 2000 (e)(17), to the end that CONSULTANT will not exclude any person from participation in, be denied the benefits of, or be otherwise subject to discrimination from any project, program, or activity supported by this Agreement, based on the grounds of race, color, national origin, sex, disability, age, or religion,. CONSULTANT shall comply with its EEO Certification (Form PW-7). In addition, CONSUTLANT will not discriminate against any employee or applicant for employment because of race, color, religion, sex or national origin. The CONSULTANT will take affirmative action to insure that applicants are employed and the employees are treated during employment without regard to their race,

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Agreement for Professional Services 8 Revised 09/25/2024 color, religion, sex or national origin. Such action shall include, but not be limited to the following: employment, advancement, demotion, transfer, recruitment, or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT shall at all times be in compliance with the requirements of the Federal Americans with Disabilities Act (Public Law 101-336) which prohibits discrimination on the basis of disability by public entities. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause.

15. Notice. All notices required by this Agreement shall be given to the CITY and CONSULTANT in writing, by first class mail, postage prepaid, addressed as follows:

CITY: City of San Carlos
600 Elm Street
San Carlos, CA 94070
Attention: City Manager
CONSULTANT: Craig Baptista, Vice President
Bureau Veritas North America, Inc.
180 Promenade Circle, Suite 150
Sacramento, CA 95834

16. Non-Assignment. This Agreement is not assignable either in whole or in part.

17. Amendments. This Agreement may be amended or modified only by written agreement signed by both parties.

18. Business Registration. CONSULTANT agrees to comply with Chapter

5.04 of the Municipal Code and pay all fees required to be paid. By entering into this Agreement, CONSULTANT acknowledges and agrees they are conducting business with the City and will apply for and obtain a City Business registration certificate.

19. Validity. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.

20. Governing Law. This Agreement shall be governed by the laws of the State of California and any suit or action initiated by either party shall be brought in the County of San Mateo, California. In the event of litigation

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Agreement for Professional Services 9 Revised 09/25/2024 between the parties hereto to enforce any provision of the Agreement, the unsuccessful party will pay the reasonable attorney’s fees and expenses of litigation of the successful party.

21. Mediation. Should any dispute arise out of this Agreement, the parties shall meet in mediation and attempt to reach a resolution with the assistance of a mutually acceptable mediator. Neither party shall be permitted to file legal action without first meeting in mediation and making a good faith attempt to reach a mediated resolution. The costs of the mediator, if any, shall be paid equally by the parties. If a mediated settlement is reached neither party shall be deemed the prevailing party for purposes of the settlement and each party shall bear its own legal costs. If a party refuses or fails to participate in mediation in good faith prior to filing a lawsuit, then that party shall be barred from recovery of attorneys fees and costs of suit.

22. Conflict of Interest. CONSULTANT may serve other clients, but none who are active within the City of San Carlos or who conduct business that would place CONSULTANT in a "conflict of interest" as that term is defined in State law.

23. Entire Agreement. Each party acknowledges that this agreement, the exhibits hereto, and the documents incorporated by reference herein constitute the complete agreement and exclusive statement of the terms and conditions between the parties, which supersedes and merges all prior proposals, understandings and all other agreements, verbal and written, between the parties relating to the subject matter of this agreement. This agreement may not be modified or altered except by written instrument duly executed by both parties.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed on the date first above written by their respective officers duly authorized in that behalf.

CITY OF SAN CARLOS:

Dated: _______________ ______________________________
Jeff Maltbie, City Manager
ATTEST:

Dated: _______________ ______________________________
Crystal Mui, City Clerk

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June 23, 2025 Packet Pg. 34
Agreement for Professional Services 10 Revised 09/25/2024 APPROVED AS TO FORM:

Dated: _______________ ______________________________
Gregory J. Rubens, City Attorney
CONSULTANT/CONTRACTOR/VENDOR:

I acknowledge that I have full authority to execute this agreement on behalf of the Consultant/Contractor/Vendor, and have read, understand, and agree to comply with the provisions of this Agreement, including the Insurance and indemnity requirements set forth herein.

Dated: _______________ ______________________________

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June 23, 2025 Packet Pg. 35
Agreement for Professional Services 1 Revised 09/25/2024

AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into as of __________________ by and between the City of San Carlos hereinafter called "CITY" and CSG Consultants, Inc. hereinafter called "CONSULTANT".

RECITALS
This Agreement is entered into with reference to the following facts and circumstances:

Where in conflict, the terms of this Agreement supersede and prevail over any terms set forth in Exhibit A.

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Agreement for Professional Services 2 Revised 09/25/2024 exercise such rights or pursue such remedies as may accrue to CITY hereunder.

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Agreement for Professional Services 3 Revised 09/25/2024 CONSULTANT’s place of business or as otherwise agreed upon by the parties.

6. Authorization. This Agreement becomes effective when endorsed by both parties in the space provided below.

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June 23, 2025 Packet Pg. 38
Agreement for Professional Services 4 Revised 09/25/2024 performance of work hereunder, or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage caused by the active negligence or willful misconduct of the City. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement. Nothing herein contained shall be construed to require CONSULTANT to indemnify CITY its officers, employees, agents and volunteers against any responsibility or liability in contravention of Section 2782 of the California Civil Code.

If a general aggregate limit applies,
either the general aggregate limit shall
apply separately to this project/location
or the general aggregate limit shall be
twice the required occurrence limit.

Coverage must be at least as broad as
Insurance Services Office form CG 00

01. 8.d
June 23, 2025 Packet Pg. 39
Agreement for Professional Services 5 Revised 09/25/2024 Automobile Liability $1,000,000 per accident for bodily injury and property damage (coverage
required to the extent applicable to
CONSULTANT’s vehicle usage in
performing services hereunder)
1Professional Liability $1,000,000 per claim and if a general aggregate limit applies, general
aggregate limit shall be twice the
required occurrence limit.

Claims Made Policies
If any of the required policies provide claims-made coverage:

1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

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June 23, 2025 Packet Pg. 40
Agreement for Professional Services 6 Revised 09/25/2024 Verification of Coverage
Consultant shall furnish the CITY with original certificates and amendatory endorsements affecting coverage required by this clause. All certificates and endorsements are to be received and approved by the CITY before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The CITY reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

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June 23, 2025 Packet Pg. 41
Agreement for Professional Services 7 Revised 09/25/2024 basis for the benefit of CITY before the CITY insurance or self-insurance shall be called upon to protect it as a named insured.

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Agreement for Professional Services 8 Revised 09/25/2024 color, religion, sex or national origin. Such action shall include, but not be limited to the following: employment, advancement, demotion, transfer, recruitment, or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT shall at all times be in compliance with the requirements of the Federal Americans with Disabilities Act (Public Law 101-336) which prohibits discrimination on the basis of disability by public entities. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause.

15. Notice. All notices required by this Agreement shall be given to the CITY and CONSULTANT in writing, by first class mail, postage prepaid, addressed as follows:

CITY: City of San Carlos
600 Elm Street
San Carlos, CA 94070
Attention: City Manager
CONSULTANT: Crickett Brinkman, Manager
CSG Consultants, Inc.
930 Fresno Street
Newman, CA 95360

16. Non-Assignment. This Agreement is not assignable either in whole or in part.

17. Amendments. This Agreement may be amended or modified only by written agreement signed by both parties.

18. Business Registration. CONSULTANT agrees to comply with Chapter

19. Validity. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.

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Agreement for Professional Services 9 Revised 09/25/2024 between the parties hereto to enforce any provision of the Agreement, the unsuccessful party will pay the reasonable attorney’s fees and expenses of litigation of the successful party.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed on the date first above written by their respective officers duly authorized in that behalf.

CITY OF SAN CARLOS:

Dated: _______________ ______________________________
Jeff Maltbie, City Manager
ATTEST:

Dated: _______________ ______________________________
Crystal Mui, City Clerk

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Agreement for Professional Services 10 Revised 09/25/2024 APPROVED AS TO FORM:

Dated: _______________ ______________________________
Gregory J. Rubens, City Attorney
CONSULTANT/CONTRACTOR/VENDOR:

Dated: _______________ ______________________________

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June 23, 2025 Packet Pg. 45
Agreement for Professional Services 1 Revised 09/25/2024

AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into as of __________________ by and between the City of San Carlos hereinafter called "CITY" and True North Compliance Services, Inc. hereinafter called "CONSULTANT".

RECITALS
This Agreement is entered into with reference to the following facts and circumstances:

Where in conflict, the terms of this Agreement supersede and prevail over any terms set forth in Exhibit A.

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Agreement for Professional Services 2 Revised 09/25/2024 exercise such rights or pursue such remedies as may accrue to CITY hereunder.

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Agreement for Professional Services 3 Revised 09/25/2024 CONSULTANT’s place of business or as otherwise agreed upon by the parties.

6. Authorization. This Agreement becomes effective when endorsed by both parties in the space provided below.

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June 23, 2025 Packet Pg. 48
Agreement for Professional Services 4 Revised 09/25/2024 performance of work hereunder, or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage caused by the active negligence or willful misconduct of the City. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement. Nothing herein contained shall be construed to require CONSULTANT to indemnify CITY its officers, employees, agents and volunteers against any responsibility or liability in contravention of Section 2782 of the California Civil Code.

If a general aggregate limit applies,
either the general aggregate limit shall
apply separately to this project/location
or the general aggregate limit shall be
twice the required occurrence limit.

Coverage must be at least as broad as
Insurance Services Office form CG 00

01. 8.d
June 23, 2025 Packet Pg. 49
Agreement for Professional Services 5 Revised 09/25/2024 Automobile Liability $1,000,000 per accident for bodily injury and property damage (coverage
required to the extent applicable to
CONSULTANT’s vehicle usage in
performing services hereunder)
1Professional Liability $1,000,000 per claim and if a general aggregate limit applies, general
aggregate limit shall be twice the
required occurrence limit.

Claims Made Policies
If any of the required policies provide claims-made coverage:

1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

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June 23, 2025 Packet Pg. 50
Agreement for Professional Services 6 Revised 09/25/2024 Verification of Coverage
Consultant shall furnish the CITY with original certificates and amendatory endorsements affecting coverage required by this clause. All certificates and endorsements are to be received and approved by the CITY before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The CITY reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

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June 23, 2025 Packet Pg. 51
Agreement for Professional Services 7 Revised 09/25/2024 basis for the benefit of CITY before the CITY insurance or self-insurance shall be called upon to protect it as a named insured.

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June 23, 2025 Packet Pg. 52
Agreement for Professional Services 8 Revised 09/25/2024 color, religion, sex or national origin. Such action shall include, but not be limited to the following: employment, advancement, demotion, transfer, recruitment, or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT shall at all times be in compliance with the requirements of the Federal Americans with Disabilities Act (Public Law 101-336) which prohibits discrimination on the basis of disability by public entities. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause.

15. Notice. All notices required by this Agreement shall be given to the CITY and CONSULTANT in writing, by first class mail, postage prepaid, addressed as follows:

CITY: City of San Carlos
600 Elm Street
San Carlos, CA 94070
Attention: City Manager
CONSULTANT: Isam Hasenin, President
True North Compliance Services, Inc.
3355 E. Spring Street, Suite 302
Long Beach, CA 90806

16. Non-Assignment. This Agreement is not assignable either in whole or in part.

17. Amendments. This Agreement may be amended or modified only by written agreement signed by both parties.

18. Business Registration. CONSULTANT agrees to comply with Chapter

19. Validity. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.

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June 23, 2025 Packet Pg. 53
Agreement for Professional Services 9 Revised 09/25/2024 between the parties hereto to enforce any provision of the Agreement, the unsuccessful party will pay the reasonable attorney’s fees and expenses of litigation of the successful party.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed on the date first above written by their respective officers duly authorized in that behalf.

CITY OF SAN CARLOS:

Dated: _______________ ______________________________
Jeff Maltbie, City Manager
ATTEST:

Dated: _______________ ______________________________
Crystal Mui, City Clerk

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June 23, 2025 Packet Pg. 54
Agreement for Professional Services 10 Revised 09/25/2024 APPROVED AS TO FORM:

Dated: _______________ ______________________________
Gregory J. Rubens, City Attorney
CONSULTANT/CONTRACTOR/VENDOR:

Dated: _______________ ______________________________

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June 23, 2025 Packet Pg. 55
Agreement for Professional Services 1 Revised 09/25/2024

AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement is made and entered into as of __________________ by and between the City of San Carlos hereinafter called "CITY" and West Coast Code Consultants, Inc. hereinafter called "CONSULTANT".

RECITALS
This Agreement is entered into with reference to the following facts and circumstances:

Where in conflict, the terms of this Agreement supersede and prevail over any terms set forth in Exhibit A.

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June 23, 2025 Packet Pg. 56
Agreement for Professional Services 2 Revised 09/25/2024 exercise such rights or pursue such remedies as may accrue to CITY hereunder.

Notwithstanding the foregoing, the combined total of compensation and reimbursement of costs payable hereunder shall not exceed the sum of One Million Five Hundred Thousand Dollars ($2,250,000: $750,000 FY 26, $750,000 FY 27, and $750,000 FY 28) unless the performance of services and/or reimbursement of costs and expenses in excess of said amounts have been approved in advance of performing such services or incurring such costs and expenses by CITY’s City Manager (for contracts less than $75,000 or authorized by City Council action for contracts $75,000 or more by motion duly made and carried).

4. Additional Services. In the event CITY desires the performance of additional services not otherwise included within the services described in Exhibit A, such services shall be authorized in advance of the performance thereof by CITY’s City Manager (for contracts less than $75,000 or authorized by City Council action for contracts $75,000 or more by motion duly made and carried). Such amendment to this Agreement shall include a description of the services to be performed thereunder, the maximum compensation and reimbursement of costs and expenses payable therefor, the time of performance thereof, and such other matters as the parties deem appropriate for the accomplishment of such services. Any additional services causing the total contract price to exceed $75,000 shall require approval by the City Council. Except to the extent modified by written amendment, all other terms and conditions of this Agreement shall be deemed incorporated in each such amendment.

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Agreement for Professional Services 3 Revised 09/25/2024 CONSULTANT’s place of business or as otherwise agreed upon by the parties.

6. Authorization. This Agreement becomes effective when endorsed by both parties in the space provided below.

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June 23, 2025 Packet Pg. 58
Agreement for Professional Services 4 Revised 09/25/2024 performance of work hereunder, or its failure to comply with any of its obligations contained in this Agreement, except such loss or damage caused by the active negligence or willful misconduct of the City. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement. Nothing herein contained shall be construed to require CONSULTANT to indemnify CITY its officers, employees, agents and volunteers against any responsibility or liability in contravention of Section 2782 of the California Civil Code.

If a general aggregate limit applies,
either the general aggregate limit shall
apply separately to this project/location
or the general aggregate limit shall be
twice the required occurrence limit.

Coverage must be at least as broad as
Insurance Services Office form CG 00

01. 8.d
June 23, 2025 Packet Pg. 59
Agreement for Professional Services 5 Revised 09/25/2024 Automobile Liability $1,000,000 per accident for bodily injury and property damage (coverage
required to the extent applicable to
CONSULTANT’s vehicle usage in
performing services hereunder)
1Professional Liability $1,000,000 per claim and if a general aggregate limit applies, general
aggregate limit shall be twice the
required occurrence limit.

Claims Made Policies
If any of the required policies provide claims-made coverage:

1. The Retroactive Date must be shown, and must be before the date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work.

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June 23, 2025 Packet Pg. 60
Agreement for Professional Services 6 Revised 09/25/2024 Verification of Coverage
Consultant shall furnish the CITY with original certificates and amendatory endorsements affecting coverage required by this clause. All certificates and endorsements are to be received and approved by the CITY before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. The CITY reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

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Agreement for Professional Services 7 Revised 09/25/2024 basis for the benefit of CITY before the CITY insurance or self-insurance shall be called upon to protect it as a named insured.

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Agreement for Professional Services 8 Revised 09/25/2024 color, religion, sex or national origin. Such action shall include, but not be limited to the following: employment, advancement, demotion, transfer, recruitment, or recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship. The CONSULTANT shall at all times be in compliance with the requirements of the Federal Americans with Disabilities Act (Public Law 101-336) which prohibits discrimination on the basis of disability by public entities. The CONSULTANT agrees to post in conspicuous places available to employees and applicants for employment any notices provided by the CITY setting forth the provisions of this non-discrimination clause.

15. Notice. All notices required by this Agreement shall be given to the CITY and CONSULTANT in writing, by first class mail, postage prepaid, addressed as follows:

CITY: City of San Carlos
600 Elm Street
San Carlos, CA 94070
Attention: City Manager
CONSULTANT: Donald Zhao, Vice President
West Coast Code Consultants, Inc.
417 Grand Avenue, Suite 201
South San Francisco, CA 94080

16. Non-Assignment. This Agreement is not assignable either in whole or in part.

17. Amendments. This Agreement may be amended or modified only by written agreement signed by both parties.

18. Business Registration. CONSULTANT agrees to comply with Chapter

19. Validity. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.

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Agreement for Professional Services 9 Revised 09/25/2024 between the parties hereto to enforce any provision of the Agreement, the unsuccessful party will pay the reasonable attorney’s fees and expenses of litigation of the successful party.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed on the date first above written by their respective officers duly authorized in that behalf.

CITY OF SAN CARLOS:

Dated: _______________ ______________________________
Jeff Maltbie, City Manager
ATTEST:

Dated: _______________ ______________________________
Crystal Mui, City Clerk

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Agreement for Professional Services 10 Revised 09/25/2024 APPROVED AS TO FORM:

Dated: _______________ ______________________________
Gregory J. Rubens, City Attorney
CONSULTANT/CONTRACTOR/VENDOR:

Dated: _______________ ______________________________

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June 23, 2025 Packet Pg. 65

CITY COUNCIL

STAFF REPORT
MEETING DATE: June 23, 2025
ITEM TITLE: Adopt a Resolution Approving and Adopting an Updated Comprehensive Master Salary Schedule for Fiscal Year 2025-26 in Accordance with Title 2 of the California Code of Regulations Section 570.5 and the California Employees’ Retirement System ("CalPERS").

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution approving and adopting a Comprehensive Master Salary Schedule for Fiscal Year (FY) 2025-26 in accordance with Title 2 of the California Code of Regulations Section 570.5 and the California Employees’ Retirement System.

FISCAL IMPLICATIONS:

There is no fiscal impact. All changes have been previously approved and incorporated into the Adopted FY 2025-26 Operating Budget.

BACKGROUND:

The attached Resolution is being brought to the City Council for adoption to meet the California Public Employees’ Retirement System (“CalPERS”) financial reporting requirements. The City of San Carlos belongs to CalPERS, an agency that manages pension and health benefits for more than two million California public employees, retirees, and their families. Overseen by a 13- member Board of Administration whose members are elected, appointed, or ex officio, CalPERS has provided retirement security for California's public employees for more than eight decades.

In April 2016, CalPERS conducted a standard agency audit of the City’s practices related to financial reporting for pension plans (Governmental Accounting Standards Board (GASB) Statement No. 67). As a result of that audit, CalPERS now requires that the City adopt a Resolution re-approving any previously approved individual employee groups’ salary schedules into a single, Citywide schedule in a format approved by CalPERS. Therefore, when there is a change to any of our employee groups’ salary schedules, the City Council must adopt a Resolution approving the Citywide schedule.

Updates to the pay schedules for FY 2025-26 that were approved individually by the City Council are as follows:
• AFSCME. The pay schedule reflects the pay increases effective July 14, 2025, as approved by the City Council on September 11, 2023 (Resolution 2023-111). • Management. The pay schedule reflects the pay increases effective July 14, 2025, as

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approved by the City Council on September 11, 2023 (Resolution 2023-112). • Confidential. The pay schedule reflects the pay increases effective July 14, 2025, as approved by the City Council on September 11, 2023 (Resolution 2023-113). • City Attorney. The City Attorney pay schedule reflects a cost-of-living adjustment effective July 28, 2025, commensurate with that provided to the Management Employee Group as per his employment agreement and approved by the City Council on June 26, 2023 (Resolution 2023-088).
• City Manager. The City Manager received a cost-of-living adjustment on March 24, 2025, commensurate with that provided to the Management Employee Group as per his employment agreement and approved by the City Council on September 25, 2023 (Resolution 2023-119).
• Teamsters. The pay schedule reflects pay increases effective September 8, 2025, as approved by the City Council on August 28, 2023 (Resolution 2023-105).

ANALYSIS:

The Government Code and California Code of Regulations (CCR) requirement 570.5 states that the City of San Carlos must maintain a single, duly approved and adopted pay schedule that identifies the positions for every employee classification. Previously, the City Council approved and adopted salary schedules by individual employee groups. Based on this new interpretation, each time there is a modification, the Council must approve and adopt one new salary schedule in its entirety.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution approving and adopting a Comprehensive Master Salary Schedule for FY 2025-26 in accordance with Title 2 of the California Code of Regulations Section 570.5 and the California Employees Retirement System (CalPERS); or

2. Do not adopt the Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Rebecca Mendenhall, Administrative Services Director
Approved for submission by:
_______________________
Jeff Maltbie, City Manager

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June 23, 2025 Packet Pg. 67
ATTACHMENT(S):

1. Resolution
Exhibit A to Resolution - Master Salary Schedule FY 2025-2026

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June 23, 2025 Packet Pg. 68
RESOLUTION NO. 2025 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

APPROVING AND ADOPTING AN UPDATED COMPREHENSIVE MASTER SALARY SCHEDULE FOR FISCAL YEAR 2025-26 IN ACCORDANCE WITH TITLE 2 OF THE CALIFORNIA CODE OF REGULATIONS SECTION 570.5 AND THE CALIFORNIA EMPLOYEES’ RETIREMENT SYSTEM ("CALPERS").

WHEREAS, on August 28, 2023, the City Council adopted a Memorandum of Understanding between the City of San Carlos and the Teamsters Local 856 Unit (Resolution 2023-105); and
WHEREAS, on September 11, 2023, the City Council adopted a Memorandum of Understanding between the City of San Carlos and the AFSCME Local 829 Unit (Resolution 2023- 111); and
WHEREAS, on September 11, 2023, the City Council adopted a Salary and Benefit Resolution for the Management employee group (Resolution 2023-112); and WHEREAS, on September 11, 2023, the City Council adopted a Salary and Benefit Resolution for the Confidential employee group (Resolution 2023-113); and WHEREAS, the City Attorney received a cost-of-living adjustment commensurate with that provided to the Management Employee Group as approved by the City Council on June 26, 2023 (Resolution 2023-088); and
WHEREAS, the City Manager received a salary increase and cost of living adjustment commensurate with that provided to the Management Employee Group as approved by the City Council on September 25, 2023 (Resolution 2023-119); and WHEREAS, the salary schedule proposed for adoption was previously approved by the City Council using its practice of adopting a salary schedule for each employee group; and WHEREAS, based on CalPERS interpretation, each time there is a modification to the salary schedule for one employee group, the Council must approve and adopt a new salary schedule in its entirety.

NOW, THEREFORE BE IT RESOLVED, that the City Council of the City of San Carlos hereby approves the salary schedules attached hereto as Exhibit A for fiscal year 2025-26. * * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of June 2025, by the following vote:

AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

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June 23, 2025 Packet Pg. 69
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
Exhibit A: Comprehensive Master Salary Schedule for FY 2025-26 ABSENT, COUNCILMEMBERS:

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June 23, 2025 Packet Pg. 70
City of San Carlos
Salary Schedule Fiscal
Year 2025-2026
(Updated 6/23/2025)

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June 23, 2025 Packet Pg. 71
City of San Carlos – Pay Rates and Ranges
Elected Officials
Effective 12/09/2024
Classification Title Monthly Annually
City Council Members $950.00 $11,400.00
Classification Title Monthly Annually
City Treasurer $560.00 $6,720.00

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City of San Carlos – Pay Rates and Ranges
City Manager
Effective 3/24/2025
Classification Title Hourly Bi-Weekly Monthly Annually
City Manager $203.5092 $16,280.73 $35,274.93 $423,299
(By Employment Agreement)

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June 23, 2025 Packet Pg. 73
City of San Carlos – Pay Rates and Ranges
City Attorney
Effective 7/28/2025
Classification Title Step Hourly Bi-Weekly Monthly Annually City Attorney $160.6651 $12,853.21 $27,848.63 $334,184
(By Employment Agreement)

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June 23, 2025 Packet Pg. 74
City of San Carlos – Pay Rates and Ranges
Management Group (Unrepresented)
Effective 7/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Administrative Services Director Step 1 $122.0424 $9,763.39 $21,154 $253,848 Step 2 $128.1558 $10,252.47 $22,214 $266,564
Step 3 $134.5740 $10,765.92 $23,326 $279,914
Step 4 $141.2967 $11,303.74 $24,491 $293,897
Step 5 $148.3740 $11,869.92 $25,718 $308,618
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Assistant Building Official Step 1 $71.6631 $5,733.05 $12,422 $149,059 Step 2 $75.2490 $6,019.92 $13,043 $156,518
Step 3 $79.0086 $6,320.69 $13,695 $164,338
Step 4 $82.9611 $6,636.89 $14,380 $172,559
Step 5 $87.1061 $6,968.49 $15,098 $181,181
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Assistant City Manager Step 1 $130.4125 $10,433.00 $22,605 $271,258 Step 2 $136.9425 $10,955.40 $23,737 $284,840
Step 3 $143.7950 $11,503.60 $24,924 $299,094
Step 4 $150.9698 $12,077.59 $26,168 $314,017
Step 5 $158.5249 $12,682.00 $27,478 $329,732
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Assistant Community Development Director Step 1 $99.9986 $7,999.89 $17,333 $207,997 Step 2 $104.9960 $8,399.68 $18,199 $218,392
Step 3 $110.2497 $8,819.97 $19,110 $229,319
Step 4 $115.7601 $9,260.80 $20,065 $240,781
Step 5 $121.5487 $9,723.90 $21,068 $252,821
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Assistant Public Works Director Step 1 $101.0135 $8,081.08 $17,509 $210,108 Step 2 $106.0615 $8,484.92 $18,384 $220,608
Step 3 $111.3635 $8,909.08 $19,303 $231,636
Step 4 $116.9365 $9,354.92 $20,269 $243,228
Step 5 $122.7750 $9,822.00 $21,281 $255,372
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Building Official Step 1 $90.2527 $7,220.21 $15,644 $187,726 Step 2 $94.7651 $7,581.21 $16,426 $197,111
Step 3 $99.4945 $7,959.56 $17,246 $206,949
Step 4 $104.4813 $8,358.51 $18,110 $217,321
Step 5 $109.7012 $8,776.09 $19,015 $228,178
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt City Clerk/Director of Community Relations Step 1 $83.1809 $6,654.47 $14,418 $173,016 Step 2 $87.3407 $6,987.25 $15,139 $181,669
Step 3 $91.7216 $7,337.73 $15,898 $190,781
Step 4 $96.2910 $7,703.28 $16,690 $200,285
Step 5 $101.1060 $8,088.48 $17,525 $210,300

8.e
June 23, 2025 Packet Pg. 75
City of San Carlos – Pay Rates and Ranges
Management Group (Unrepresented)
Effective 7/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt City Engineer Step 1 $98.5806 $7,886.44 $17,087 $205,048 Step 2 $103.5107 $8,280.86 $17,942 $215,302
Step 3 $108.6933 $8,695.46 $18,840 $226,082
Step 4 $114.1208 $9,129.67 $19,781 $237,371
Step 5 $119.8307 $9,586.46 $20,771 $249,248
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Communications Manager Step 1 $72.9390 $5,835.12 $12,643 $151,713 Step 2 $76.5882 $6,127.06 $13,275 $159,303
Step 3 $80.4176 $6,433.40 $13,939 $167,269
Step 4 $84.4345 $6,754.76 $14,635 $175,624
Step 5 $88.6605 $7,092.84 $15,368 $184,414
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Community Development Director Step 1 $119.3071 $9,544.57 $20,680 $248,159 Step 2 $125.2774 $10,022.19 $21,715 $260,577
Step 3 $131.5437 $10,523.50 $22,801 $273,611
Step 4 $138.1062 $11,048.50 $23,938 $287,261
Step 5 $145.0221 $11,601.77 $25,137 $301,646
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Economic Development & Housing Manager Step 1 $84.7108 $6,776.86 $14,683 $176,198 Step 2 $88.9465 $7,115.72 $15,417 $185,009
Step 3 $93.3820 $7,470.56 $16,186 $194,235
Step 4 $98.0634 $7,845.07 $16,998 $203,972
Step 5 $102.9523 $8,236.18 $17,845 $214,141
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Economic Development Coordinator Step 1 $62.3083 $4,984.66 $10,800 $129,601 Step 2 $65.4147 $5,233.18 $11,339 $136,063
Step 3 $68.6812 $5,494.50 $11,905 $142,857
Step 4 $72.1150 $5,769.20 $12,500 $149,999
Step 5 $75.7297 $6,058.37 $13,126 $157,518
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Financial Services Manager Step 1 $87.7109 $7,016.87 $15,203 $182,439 Step 2 $92.0979 $7,367.84 $15,964 $191,564
Step 3 $96.7022 $7,736.17 $16,762 $201,140
Step 4 $101.5309 $8,122.47 $17,599 $211,184
Step 5 $106.6215 $8,529.72 $18,481 $221,773
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Human Resources Manager Step 1 $87.8008 $7,024.07 $15,219 $182,626 Step 2 $92.1892 $7,375.13 $15,979 $191,753
Step 3 $96.7893 $7,743.14 $16,777 $201,322
Step 4 $101.6240 $8,129.92 $17,615 $211,378
Step 5 $106.7167 $8,537.33 $18,498 $221,971

8.e
June 23, 2025 Packet Pg. 76
City of San Carlos – Pay Rates and Ranges
Management Group (Unrepresented)
Effective 7/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Information Technology Manager Step 1 $85.8829 $6,870.63 $14,886 $178,636 Step 2 $90.1750 $7,214.00 $15,630 $187,564
Step 3 $94.6710 $7,573.68 $16,410 $196,916
Step 4 $99.4172 $7,953.38 $17,232 $206,788
Step 5 $104.3827 $8,350.62 $18,093 $217,116
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Parks & Recreation Director Step 1 $111.2368 $8,898.95 $19,281 $231,373 Step 2 $116.7952 $9,343.62 $20,245 $242,934
Step 3 $122.6373 $9,810.98 $21,257 $255,086
Step 4 $128.7554 $10,300.43 $22,318 $267,811
Step 5 $135.2018 $10,816.14 $23,435 $281,220
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Planning Manager Step 1 $86.9796 $6,958.37 $15,076 $180,918 Step 2 $91.2761 $7,302.09 $15,821 $189,854
Step 3 $95.7866 $7,662.93 $16,603 $199,236
Step 4 $100.5189 $8,041.51 $17,423 $209,079
Step 5 $105.4947 $8,439.58 $18,286 $219,429
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Principal Engineer Step 1 $80.1482 $6,411.86 $13,892 $166,708 Step 2 $84.1509 $6,732.08 $14,586 $175,034
Step 3 $88.3601 $7,068.80 $15,316 $183,789
Step 4 $92.7828 $7,422.62 $16,082 $192,988
Step 5 $97.4261 $7,794.09 $16,887 $202,646
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Principal Planner Step 1 $76.5372 $6,122.98 $13,266 $159,197 Step 2 $80.3580 $6,428.64 $13,929 $167,145
Step 3 $84.3871 $6,750.97 $14,627 $175,525
Step 4 $88.6090 $7,088.72 $15,359 $184,307
Step 5 $93.0473 $7,443.78 $16,128 $193,538
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Public Works Director Step 1 $119.0024 $9,520.19 $20,627 $247,525 Step 2 $124.9617 $9,996.94 $21,660 $259,920
Step 3 $131.2090 $10,496.72 $22,743 $272,915
Step 4 $137.7665 $11,021.32 $23,880 $286,554
Step 5 $144.6564 $11,572.51 $25,074 $300,885
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Public Works Superintendent Step 1 $81.6728 $6,533.82 $14,157 $169,879 Step 2 $85.7543 $6,860.34 $14,864 $178,369
Step 3 $90.0388 $7,203.11 $15,607 $187,281
Step 4 $94.5406 $7,563.25 $16,387 $196,645
Step 5 $99.2673 $7,941.39 $17,206 $206,476

8.e
June 23, 2025 Packet Pg. 77
City of San Carlos – Pay Rates and Ranges
Management Group (Unrepresented)
Effective 7/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Recreation Manager Step 1 $72.3620 $5,788.96 $12,543 $150,513 Step 2 $75.9774 $6,078.19 $13,169 $158,033
Step 3 $79.7754 $6,382.03 $13,828 $165,933
Step 4 $83.7687 $6,701.50 $14,520 $174,239
Step 5 $87.9576 $7,036.60 $15,246 $182,952
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Senior Accountant Step 1 $64.0240 $5,121.92 $11,097 $133,170 Step 2 $67.2289 $5,378.31 $11,653 $139,836
Step 3 $70.5902 $5,647.22 $12,236 $146,828
Step 4 $74.1084 $5,928.67 $12,845 $154,145
Step 5 $77.8188 $6,225.50 $13,489 $161,863
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Senior Engineer Step 1 $80.1482 $6,411.86 $13,892 $166,708 Step 2 $84.1509 $6,732.08 $14,586 $175,034
Step 3 $88.3601 $7,068.80 $15,316 $183,789
Step 4 $92.7828 $7,422.62 $16,082 $192,988
Step 5 $97.4261 $7,794.09 $16,887 $202,646
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Senior Management Analyst Step 1 $69.3365 $5,546.92 $12,018 $144,220 Step 2 $72.8001 $5,824.00 $12,619 $151,424
Step 3 $76.4397 $6,115.18 $13,250 $158,995
Step 4 $80.2714 $6,421.71 $13,914 $166,964
Step 5 $84.2708 $6,741.67 $14,607 $175,283
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Senior Planner Step 1 $66.8550 $5,348.40 $11,588 $139,058 Step 2 $70.1896 $5,615.17 $12,166 $145,994
Step 3 $73.7080 $5,896.64 $12,776 $153,313
Step 4 $77.3879 $6,191.03 $13,414 $160,967
Step 5 $81.2588 $6,500.70 $14,085 $169,018
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Senior Traffic Engineer Step 1 $80.1482 $6,411.86 $13,892 $166,708 Step 2 $84.1508 $6,732.07 $14,586 $175,034
Step 3 $88.3601 $7,068.80 $15,316 $183,789
Step 4 $92.7828 $7,422.62 $16,082 $192,988
Step 5 $97.4261 $7,794.09 $16,887 $202,646

8.e
June 23, 2025 Packet Pg. 78
City of San Carlos – Pay Rates and Ranges
Confidential Unit
Effective 7/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Accountant Step 1 $52.7060 $4,216.48 $9,136 $109,628 Step 2 $55.3414 $4,427.31 $9,593 $115,110
Step 3 $58.1084 $4,648.67 $10,072 $120,865
Step 4 $61.0137 $4,881.10 $10,576 $126,909
Step 5 $64.0645 $5,125.16 $11,105 $133,254
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Administrative Assistant Step 1 $43.1154 $3,449.23 $7,473 $89,680 Step 2 $45.2724 $3,621.79 $7,847 $94,166
Step 3 $47.5417 $3,803.33 $8,241 $98,887
Step 4 $49.9106 $3,992.85 $8,651 $103,814
Step 5 $52.4167 $4,193.34 $9,086 $109,027
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Deputy City Clerk Step 1 $53.4840 $4,278.72 $9,271 $111,247 Step 2 $56.1584 $4,492.67 $9,734 $116,809
Step 3 $58.9661 $4,717.29 $10,221 $122,650
Step 4 $61.9144 $4,953.15 $10,732 $128,782
Step 5 $65.0101 $5,200.81 $11,268 $135,221
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Executive Assistant Step 1 $50.3724 $4,029.79 $8,731 $104,775 Step 2 $52.8954 $4,231.63 $9,169 $110,022
Step 3 $55.5430 $4,443.44 $9,627 $115,529
Step 4 $58.3153 $4,665.23 $10,108 $121,296
Step 5 $61.2454 $4,899.63 $10,616 $127,390
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Human Resources Management Analyst Step 1 $59.2717 $4,741.74 $10,274 $123,285 Step 2 $62.2558 $4,980.47 $10,791 $129,492
Step 3 $65.3593 $5,228.74 $11,329 $135,947
Step 4 $68.6343 $5,490.74 $11,897 $142,759
Step 5 $72.0588 $5,764.70 $12,490 $149,882
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Legal Secretary Step 1 $46.6165 $3,729.32 $8,080 $96,962 Step 2 $48.9475 $3,915.80 $8,484 $101,811
Step 3 $51.3948 $4,111.58 $8,908 $106,901
Step 4 $53.9644 $4,317.15 $9,354 $112,246
Step 5 $56.6626 $4,533.01 $9,822 $117,858

8.e
June 23, 2025 Packet Pg. 79
City of San Carlos – Pay Rates and Ranges
Confidential Unit
Effective 7/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Management Analyst Step 1 $57.7182 $4,617.46 $10,004 $120,054 Step 2 $60.6146 $4,849.17 $10,507 $126,078
Step 3 $63.6289 $5,090.31 $11,029 $132,348
Step 4 $66.8267 $5,346.14 $11,583 $139,000
Step 5 $70.1557 $5,612.46 $12,160 $145,924

8.e
June 23, 2025 Packet Pg. 80
City of San Carlos – Pay Rates and Ranges
Teamsters
Effective 9/8/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Maintenance Worker Step 1 $40.2073 $3,216.59 $6,969 $83,631 Step 2 $42.2176 $3,377.41 $7,318 $87,813
Step 3 $44.3285 $3,546.28 $7,684 $92,203
Step 4 $46.5447 $3,723.58 $8,068 $96,813
Step 5 $48.8724 $3,909.79 $8,471 $101,655
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Senior Maintenance Worker Step 1 $48.5769 $3,886.15 $8,420 $101,040 Step 2 $51.0056 $4,080.45 $8,841 $106,092
Step 3 $53.5558 $4,284.47 $9,283 $111,396
Step 4 $56.2336 $4,498.69 $9,747 $116,966
Step 5 $59.0458 $4,723.66 $10,235 $122,815
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Senior Mechanic Step 1 $49.3021 $3,944.17 $8,546 $102,548 Step 2 $51.7672 $4,141.38 $8,973 $107,676
Step 3 $54.3555 $4,348.44 $9,422 $113,059
Step 4 $57.0733 $4,565.86 $9,893 $118,712
Step 5 $59.9269 $4,794.15 $10,387 $124,648

8.e
June 23, 2025 Packet Pg. 81
City of San Carlos – Pay Rates and Ranges
Teamsters
Effective 9/9/2024
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Maintenance Worker Step 1 $38.0730 $3,045.84 $6,599 $79,192 Step 2 $39.9766 $3,198.13 $6,929 $83,151
Step 3 $41.9754 $3,358.03 $7,276 $87,309
Step 4 $44.0740 $3,525.92 $7,639 $91,674
Step 5 $46.2781 $3,702.25 $8,022 $96,258
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Senior Maintenance Worker Step 1 $45.7884 $3,663.08 $7,937 $95,240 Step 2 $48.0777 $3,846.21 $8,333 $100,002
Step 3 $50.4815 $4,038.52 $8,750 $105,002
Step 4 $53.0056 $4,240.45 $9,188 $110,252
Step 5 $55.6563 $4,452.50 $9,647 $115,765
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Senior Mechanic Step 1 $46.4404 $3,715.23 $8,050 $96,596 Step 2 $48.7624 $3,900.99 $8,452 $101,426
Step 3 $51.2005 $4,096.04 $8,875 $106,497
Step 4 $53.7605 $4,300.84 $9,318 $111,822
Step 5 $56.4485 $4,515.88 $9,784 $117,413

8.e
June 23, 2025 Packet Pg. 82
City of San Carlos – Pay Rates and Ranges
AFSCME
Effective 07/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Accounting Technician I Step 1 $34.3484 $2,747.87 $5,953.72 $71,445 Step 2 $36.0669 $2,885.35 $6,251.59 $75,019
Step 3 $37.8921 $3,031.36 $6,567.96 $78,815
Step 4 $39.7628 $3,181.02 $6,892.21 $82,707
Step 5 $41.7487 $3,339.90 $7,236.44 $86,837
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Accounting Technician II Step 1 $38.5824 $3,086.60 $6,687.62 $80,251 Step 2 $40.5085 $3,240.68 $7,021.48 $84,258
Step 3 $42.5379 $3,403.04 $7,373.24 $88,479
Step 4 $44.6619 $3,572.95 $7,741.39 $92,897
Step 5 $46.8976 $3,751.81 $8,128.92 $97,547
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Administrative Clerk Step 1 $29.9549 $2,396.39 $5,192.18 $62,306 Step 2 $31.4480 $2,515.84 $5,450.98 $65,412
Step 3 $33.0208 $2,641.66 $5,723.60 $68,683
Step 4 $34.6733 $2,773.86 $6,010.04 $72,120
Step 5 $36.4058 $2,912.46 $6,310.33 $75,724
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Assistant Planner Step 1 $51.1129 $4,089.03 $8,859.57 $106,315 Step 2 $53.6688 $4,293.50 $9,302.59 $111,631
Step 3 $56.3535 $4,508.28 $9,767.93 $117,215
Step 4 $59.1669 $4,733.35 $10,255.60 $123,067
Step 5 $62.1259 $4,970.07 $10,768.49 $129,222
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Associate Engineer Step 1 $65.8830 $5,270.64 $11,419.72 $137,037 Step 2 $69.1724 $5,533.79 $11,989.87 $143,878
Step 3 $72.6378 $5,811.03 $12,590.56 $151,087
Step 4 $76.2632 $6,101.06 $13,218.95 $158,627
Step 5 $80.0807 $6,406.46 $13,880.66 $166,568
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Associate Planner Step 1 $58.2563 $4,660.50 $10,097.75 $121,173 Step 2 $61.1644 $4,893.15 $10,601.82 $127,222
Step 3 $64.2238 $5,137.91 $11,132.13 $133,586
Step 4 $67.4346 $5,394.77 $11,688.67 $140,264
Step 5 $70.8050 $5,664.40 $12,272.87 $147,274
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Building Inspector I Step 1 $52.1169 $4,169.35 $9,033.60 $108,403 Step 2 $54.7220 $4,377.76 $9,485.16 $113,822
Step 3 $57.4556 $4,596.45 $9,958.96 $119,508
Step 4 $60.3261 $4,826.09 $10,456.53 $125,478
Step 5 $63.3429 $5,067.43 $10,979.44 $131,753

8.e
June 23, 2025 Packet Pg. 83
City of San Carlos – Pay Rates and Ranges
AFSCME
Effective 07/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Building Inspector II Step 1 $56.9940 $4,559.52 $9,878.96 $118,548 Step 2 $59.8451 $4,787.61 $10,373.16 $124,478
Step 3 $62.8392 $5,027.14 $10,892.13 $130,706
Step 4 $65.9762 $5,278.09 $11,435.87 $137,230
Step 5 $69.2743 $5,541.94 $12,007.55 $144,091
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Civil Engineering Assistant Step 1 $58.0888 $4,647.11 $10,068.73 $120,825 Step 2 $60.9932 $4,879.45 $10,572.15 $126,866
Step 3 $64.0433 $5,123.46 $11,100.84 $133,210
Step 4 $67.2451 $5,379.60 $11,655.81 $139,870
Step 5 $70.6081 $5,648.65 $12,238.74 $146,865
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Civil Engineering Technician Step 1 $45.5855 $3,646.84 $7,901.49 $94,818 Step 2 $47.8539 $3,828.31 $8,294.68 $99,536
Step 3 $50.2526 $4,020.21 $8,710.45 $104,525
Step 4 $52.7608 $4,220.86 $9,145.20 $109,742
Step 5 $55.4006 $4,432.05 $9,602.78 $115,233
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Communications Coordinator Step 1 $37.9941 $3,039.53 $6,585.65 $79,028 Step 2 $39.8911 $3,191.29 $6,914.45 $82,973
Step 3 $41.8908 $3,351.27 $7,261.08 $87,133
Step 4 $43.9852 $3,518.82 $7,624.11 $91,489
Step 5 $46.1824 $3,694.59 $8,004.95 $96,059
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Cook Step 1 $37.9684 $3,037.47 $6,581.19 $78,974 Step 2 $39.8681 $3,189.45 $6,910.47 $82,926
Step 3 $41.8691 $3,349.53 $7,257.31 $87,088
Step 4 $43.9588 $3,516.70 $7,619.53 $91,434
Step 5 $46.1497 $3,691.97 $7,999.28 $95,991
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Facility Attendant Step 1 $21.1354 $1,690.83 $3,663.47 $43,962 Step 2 $22.1920 $1,775.36 $3,846.61 $46,159
Step 3 $23.3016 $1,864.13 $4,038.94 $48,467
Step 4 $24.4668 $1,957.35 $4,240.92 $50,891
Step 5 $25.6902 $2,055.21 $4,452.96 $53,436
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Fire Prevention Officer Step 1 $67.8352 $5,426.81 $11,758.10 $141,097 Step 2 $71.2294 $5,698.36 $12,346.44 $148,157
Step 3 $74.8034 $5,984.28 $12,965.93 $155,591
Step 4 $78.5372 $6,282.98 $13,613.11 $163,357
Step 5 $82.4606 $6,596.85 $14,293.16 $171,518

8.e
June 23, 2025 Packet Pg. 84
City of San Carlos – Pay Rates and Ranges
AFSCME
Effective 07/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Permit Technician Step 1 $40.9742 $3,277.93 $7,102.19 $85,226 Step 2 $43.0228 $3,441.82 $7,457.28 $89,487
Step 3 $45.1739 $3,613.91 $7,830.14 $93,962
Step 4 $47.4326 $3,794.61 $8,221.66 $98,660
Step 5 $49.8042 $3,984.34 $8,632.73 $103,593
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Public Works Assistant Superintendent Step 1 $63.6654 $5,093.23 $11,035.34 $132,424 Step 2 $66.8488 $5,347.90 $11,587.13 $139,046
Step 3 $70.1912 $5,615.29 $12,166.47 $145,998
Step 4 $73.7007 $5,896.06 $12,774.79 $153,298
Step 5 $77.3857 $6,190.85 $13,413.51 $160,962
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Public Works Inspector Step 1 $53.8271 $4,306.17 $9,330.03 $111,960 Step 2 $56.5210 $4,521.68 $9,796.97 $117,564
Step 3 $59.3453 $4,747.63 $10,286.52 $123,438
Step 4 $62.3084 $4,984.67 $10,800.12 $129,601
Step 5 $65.4266 $5,234.13 $11,340.62 $136,087
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Recreation Coordinator Step 1 $43.3675 $3,469.40 $7,517.03 $90,204 Step 2 $45.5329 $3,642.63 $7,892.36 $94,708
Step 3 $47.8154 $3,825.23 $8,288.00 $99,456
Step 4 $50.2059 $4,016.48 $8,702.36 $104,428
Step 5 $52.7140 $4,217.12 $9,137.09 $109,645
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Recreation Supervisor Step 1 $57.2148 $4,577.18 $9,917.23 $119,007 Step 2 $60.0706 $4,805.65 $10,412.24 $124,947
Step 3 $63.0780 $5,046.24 $10,933.51 $131,202
Step 4 $66.2285 $5,298.28 $11,479.60 $137,755
Step 5 $69.5393 $5,563.14 $12,053.47 $144,642
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Senior Administrative Clerk Step 1 $36.0566 $2,884.53 $6,249.81 $74,998 Step 2 $37.8559 $3,028.47 $6,561.69 $78,740
Step 3 $39.7526 $3,180.21 $6,890.46 $82,685
Step 4 $41.7391 $3,339.13 $7,234.78 $86,817
Step 5 $43.8231 $3,505.85 $7,596.00 $91,152
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Senior Facility Attendant Step 1 $32.7629 $2,621.03 $5,678.91 $68,147 Step 2 $34.4011 $2,752.09 $5,962.86 $71,554
Step 3 $36.1212 $2,889.69 $6,261.01 $75,132
Step 4 $37.9272 $3,034.17 $6,574.04 $78,889
Step 5 $39.8237 $3,185.89 $6,902.77 $82,833

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City of San Carlos – Pay Rates and Ranges
AFSCME
Effective 07/14/2025
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Exempt Senior Systems Analyst Step 1 $69.8251 $5,586.01 $12,103.02 $145,236 Step 2 $73.3167 $5,865.34 $12,708.24 $152,499
Step 3 $76.9826 $6,158.60 $13,343.64 $160,124
Step 4 $80.8319 $6,466.55 $14,010.86 $168,130
Step 5 $84.8735 $6,789.88 $14,711.40 $176,537
FLSA Classification Title Step Hourly Bi-Weekly Monthly Annually Non-Exempt Systems Analyst Step 1 $58.8061 $4,704.49 $10,193.06 $122,317 Step 2 $61.7485 $4,939.88 $10,703.08 $128,437
Step 3 $64.8392 $5,187.13 $11,238.79 $134,865
Step 4 $68.0775 $5,446.20 $11,800.09 $141,601
Step 5 $71.4814 $5,718.52 $12,390.12 $148,681

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City of San Carlos – Pay Rates and Ranges
Part-Time Employee Group
Effective 01/13/2025
FLSA Classification Title Step Hourly
Non-Exempt Facility Attendant Step 1 $19.33
Step 2 $20.31
Step 3 $21.33
Step 4 $22.39
Step 5 $23.51
FLSA Classification Title Step Hourly
Non-Exempt Intern Step 1 $21.63
Step 2 $22.71
Step 3 $23.85
Step 4 $25.04
Step 5 $26.29
FLSA Classification Title Step Hourly
Non-Exempt Program Coordinator Step 1 $26.41
Step 2 $27.73
Step 3 $29.12
Step 4 $30.57
Step 5 $32.11
FLSA Classification Title Step Hourly
Non-Exempt Recreation Leader I Step 1 $18.77
Step 2 $19.70
FLSA Classification Title Step Hourly
Non-Exempt Recreation Leader II Step 1 $20.70
Step 2 $21.73
Step 3 $22.82
Step 4 $23.96
Step 5 $25.16

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City of San Carlos – Pay Rates and Ranges
Part-Time Employee Group
Effective 01/12/2026
FLSA Classification Title Step Hourly
Non-Exempt Facility Attendant Step 1 $19.92
Step 2 $20.92
Step 3 $21.97
Step 4 $23.06
Step 5 $24.22
FLSA Classification Title Step Hourly
Non-Exempt Intern Step 1 $22.28
Step 2 $23.39
Step 3 $24.56
Step 4 $25.79
Step 5 $27.08
FLSA Classification Title Step Hourly
Non-Exempt Program Coordinator Step 1 $27.20
Step 2 $28.56
Step 3 $30.00
Step 4 $31.49
Step 5 $33.07
FLSA Classification Title Step Hourly
Non-Exempt Recreation Leader I Step 1 $19.34
Step 2 $20.30
FLSA Classification Title Step Hourly
Non-Exempt Recreation Leader II Step 1 $21.32
Step 2 $22.38
Step 3 $23.50
Step 4 $24.67
Step 5 $25.91

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CITY COUNCIL

STAFF REPORT
MEETING DATE: June 23, 2025
ITEM TITLE: Adopt a Resolution Authorizing the City Manager to Execute a ThreeYear Agreement with Gartner, Inc. for Information Technology and Advisory Services in the Amount of $153,932, Including Authority to Modify Services and Renew for Successive Terms up to Three Years.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution authorizing the City Manager to execute a three-year agreement with Gartner, Inc. for information technology and advisory services in the amount of $153,932, including authority to modify services and renew the agreement for successive terms up to three years, utilizing the Ventura County contract established through the California County Information Services Directors Association (CCISDA) consortium.

FISCAL IMPLICATIONS:

There is no fiscal impact or additional appropriation required. The cost of information technology (IT) advisory services has been budgeted since 2015. The total cost of the three-year agreement is $153,932 and will be covered by the Information Technology budget.

The annual service fees are as follows:
• Year 1 (2025–2026): $49,556
• Year 2 (2026–2027): $51,290
• Year 3 (2027–2028): $53,086
Each year reflects an approximate 3.5% annual rate increase, which aligns with Gartner’s standard pricing structure and has been accounted for in IT’s long-term financial planning.

BACKGROUND:

The City has retained Gartner, Inc. since 2015 to provide strategic information technology research and advisory services. Gartner has consistently demonstrated exceptional value through direct access to expert analysts, comprehensive vendor evaluations, industry benchmarking, and proprietary market intelligence tools such as the Magic Quadrant.

In 2015, three vendors responded to the initial request for proposals (RFP) for information technology and advisory services. In 2017, the City issued another RFP and received responses from two vendors. In both previous RFP processes, Gartner was selected based on its unmatched access to analysts, expansive content library, and robust document review capabilities.

Specifically, Gartner, Inc.:
• Provides access to over 2,200 analysts, whereas their competitors have fewer than 1,000.

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• Publishes over 11,000 documents and analyses annually, compared to a combined total of approximately 4,000 from their next five competitors. • Features foundational research across more than 700 information technology topics. • Offers exclusive access to Gartner’s Magic Quadrants—an industry-standard qualitative analysis method used to demonstrate market trends across 140 technology segments, providing objective perspectives on technology and service markets.

On May 23, 2022, the City Council approved a renewal agreement with Gartner and determined that a sole-source procurement was justified under Municipal Code Chapter 3.12.170, which permits the Council to find that only one source is available for a required service, based on the Administrative Services Director’s written recommendation and a review of available sources.

ANALYSIS:

Gartner’s services have provided critical guidance for a range of City IT initiatives, including:
• Backup and recovery
• Employee retention and talent attraction
• Phone system replacement
• Technology road mapping and strategic planning
Staff recommend renewing Gartner services by leveraging the competitively-bid Ventura County Contract No. 9658, established on behalf of the California County Information Services Directors Association (CCISDA). CCISDA is a statewide association of California county IT leaders that facilitates cooperative technology procurement among its members. This cooperative procurement vehicle enables participating California counties and agencies to access Gartner’s services at favorable pricing and terms negotiated through Ventura County, the contract lead agency.

The CCISDA cooperative contract presents a cost-effective and streamlined method for continuing these services without the need for a formal RFP process, while still complying with procurement requirements.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution authorizing the City Manager to execute a three-year agreement with Gartner, Inc. for information technology and advisory services in the amount of $153,932, including authority to modify services and renew for successive terms up to three years; or

2. Do not adopt the Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Rebecca Mendenhall, Administrative Services Director

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June 23, 2025 Packet Pg. 90
Approved for submission by:
_______________________
Jeff Maltbie, City Manager
ATTACHMENT(S):

1. Resolution

2. Quote from Gartner Inc.

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RESOLUTION NO. 2025 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

AUTHORIZING THE CITY MANAGER TO EXECUTE A THREE-YEAR AGREEMENT WITH GARTNER, INC. FOR INFORMATION TECHNOLOGY AND ADVISORY SERVICES IN THE AMOUNT OF $153,932, INCLUDING AUTHORITY TO MODIFY SERVICES AND RENEW FOR SUCCESSIVE TERMS UP TO THREE YEARS.

WHEREAS, the City has retained Gartner, Inc. since 2015 to provide strategic information technology research and advisory services; and
WHEREAS, Gartner, Inc. has been selected through two prior competitive processes (in 2015 and 2017) and has continued to deliver exceptional value to the City through access to expert analysts, comprehensive research tools, and proprietary evaluation resources; and WHEREAS, on May 23, 2022, the City Council approved a renewal agreement with Gartner and determined that a sole-source procurement was justified under Municipal Code Chapter 3.12.170; and
WHEREAS, Ventura County competitively solicited and awarded Contract No. 9658 to Gartner, Inc. on behalf of the California County Information Services Directors Association (CCISDA); and
WHEREAS, the CCISDA agreement provides access to Gartner services at favorable pricing and terms, and leveraging this contract will allow the City to continue receiving Gartner’s services in a cost-effective and streamlined manner; and WHEREAS, Gartner will provide one user access to the Gartner for IT Leaders subscription and five user access to its IT News and Insights subscription.

NOW, THEREFORE BE IT RESOLVED, that the San Carlos City Council hereby authorizes the City Manager to execute a three-year agreement with Gartner, Inc. for information technology and advisory services in the amount of $153,932 including authority to modify services and renew for successive terms of up to three years.
* * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of June 2025, by the following vote:

AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

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June 23, 2025 Packet Pg. 92
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos

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Page 1 of 2 ends

Gartner, Inc. Service Order for CITY OF SAN CARLOS (“Client”) Version 02/21 00254624.2
GARTNER SERVICE ORDER (“SO”) Q-00347682
Gartner Client (Sold To) Client (Bill To)
GARTNER, INC.
56 TOP GALLANT ROAD
STAMFORD, CT 06902-7700

UNITED STATES

CITY OF SAN CARLOS
600 ELM ST
SAN CARLOS, CALIFORNIA 94070-3018

UNITED STATES

ACCOUNTS PAYABLE

CITY OF SAN CARLOS
600 ELM ST
SAN CARLOS, CA 94070-3085

UNITED STATES
[email protected]

1. ORDER SCHEDULE
Client agrees to subscribe to Gartner for the Services listed in the table below. Each Service Period is 12 months unless specified in the Order Schedule.

Service Name/
Level of Access
Quantity Licensed User Total
Service
Period
(Months)
Service
Start/End
Service Period 1 Service Period 2 Service Period 3
IT Leaders Individual Access Advisor 1 William Hoch 36 01-Aug-2025 31-Jul-2028
USD 49,556.00 USD 51,290.00 USD 53,086.00
IT News and Insight 5 Manolito Sugui 36 01-Aug-2025
31-Jul-2028
USD 0.00 USD 0.00 USD 0.00
Total Service Period Fee Exclusive Of Applicable Tax USD 49,556.00 USD 51,290.00 USD 53,086.00

2. SERVICE DESCRIPTIONS
Service Name/Level of Access Service Description URLs
IT Leaders Individual Access Advisor https://sd.gartner.com/sd_itl_individual_advisor.pdf IT News and Insight https://sd.gartner.com/sd_it_news_insight.pdf

3. PAYMENT TERMS
Payment Terms Billing Schedule PO Number Required on Invoice Net 30 Annual in advance Select Yes/No: \po1\
\poyes1\ \pono1\
PO Number:
\txt1\
If Client requires a Purchase Order (“PO”) number to be included on Gartner’s invoice for payment, “yes” must be checked and the PO number entered in the table above. Failure to do so may result in delayed access to Services. Should Client require an annual PO number for multi-year Service Orders, Client must provide the new PO number at least 30 days prior to the beginning of each subsequent Service Period. The original PO number will be used for subsequent invoices if a new PO number is not provided.

Regardless of whether Client provides a PO number, Client remains obligated to pay the Total Fee for all Service Periods in Section 1.

Any pre-printed or additional terms included on the PO shall be inapplicable and of no force or effect. Any notices, notifications, or subsequent POs are to be sent to [email protected].

Client agrees to pay any sales, use, value-added, or other tax or charge imposed or assessed by any governmental entity upon the sale, use or receipt of Services, with the exception of any taxes imposed on the net income of Gartner.

4. SERVICE TERMS
This Service Order is governed by the Service Terms displayed at https://www.gartner.com/en/about/policies/service-terms/us-4409732 and constitutes the entire agreement between Gartner and Client for the Services. All defined terms not defined in this Service Order are defined in the Service Terms.

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Page 2 of 2 ends

Gartner, Inc. Service Order for CITY OF SAN CARLOS (“Client”) Version 02/21 00254624.2

\si1\ \si2\
___________________________________ ____________________________________ Client Signature Gartner Signature
\na1\ \na2\
___________________________________ ____________________________________ Print Name Print Name
\ti1\ \ti2 \
___________________________________ ____________________________________ Title Title
\Date1\ \Date2\
___________________________________ ____________________________________ Date Date
CITY OF SAN CARLOS GARTNER, INC.

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CITY COUNCIL

STAFF REPORT
MEETING DATE: June 23, 2025
ITEM TITLE: Adopt a Resolution Approving the Submittal of the Annual Property Assessments to San Mateo County for the National Pollutant Discharge Elimination System Stormwater Fees, Pulgas Creek Levee Assessment Fees, and Sewer Service Charges for Fiscal Year 2025- 2026.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution approving the submittal of the annual property assessments to San Mateo County (“County”) for the National Pollutant Discharge Elimination System (NPDES) Stormwater fees, Pulgas Creek levee assessment fees, and sewer service charges for fiscal year (FY) 2025-26.

FISCAL IMPLICATIONS:

Due to the delayed release of the San Mateo County July 2025 Secured Master Roll, projected assessment collections are based on the May 2025 Secured Master Roll and are therefore approximations. The estimated total amounts for each assessment to be collected by the County Controller are projected to be:

The total amount of the levy to be collected by the County Controller is projected to be $22,361,626.86. The fees and service charges are assessed against approximately 11,000 San Carlos parcels. The City’s FY 2025-26 budget is based on these revenue assumptions.

BACKGROUND:

The City levies various assessments annually through the County to support programs and projects already committed to by the City. The tax roll billing administration is done in partnership between City staff and the Financing District Consultant, NBS. A Council resolution is required to authorize the County to place these charges on the Property Tax roll.

Non-tax roll sewer billing is done by the City and accounts for the San Carlos Airport, San Mateo County, San Carlos Elementary School District, and the Peninsula Corridor Joint Powers Board

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(JPB), all of which are connected to the San Carlos sewer system. Similarly, NPDES Stormwater non-tax roll billing is done by the City and accounts for San Mateo County, San Carlos Elementary School District, Transit District, and the Peninsula Corridor JPB, all of which generate stormwater runoff that is captured by the San Carlos storm drain system.

The following is a brief synopsis of each of the assessments:

NPDES Stormwater Fee
San Carlos, along with all other municipal stormwater dischargers in the County, is required to develop and implement a Stormwater Management Plan as a condition of the joint Municipal Regional Permit for Stormwater. The San Mateo Countywide Storm Water Management Plan 1993-1994 was approved by all cities, including San Carlos, and adopted by the Regional Water Quality Control Board in September 1993 as part of the NPDES Municipal Storm Water Discharge Permit. In 1994, Council approved an Engineer’s Report establishing the Stormwater NPDES program charges for every parcel of land within the city limits. The fee for single-family residential properties is $20 per year and the fee for all other parcels is calculated based on the parcel area. This revenue is used to support stormwater pollution prevention activities undertaken by City staff.

Pulgas Creek Levee Assessment District Fee
On September 13, 2010, Council approved the formation of an Assessment District (“District”) to make improvements to the San Carlos portion of the Redwood Shores levee system at an estimated cost of $250,000. The Engineer’s Report for the District specified that the City be repaid by the assessments over a 10-year period at a nominal interest rate of 6%. After 10 years, the assessments will continue at a significantly reduced rate to fund the operation and maintenance of the levee, which is operated and managed by City staff.

Sewer Service Charges
The City’s sewer utility is a self-supporting enterprise fund. The utility receives no General Fund revenues and relies primarily on sewer service charges as its main source of revenue. As such, the City’s sewer rates need to be set at levels adequate to fund the cost of providing sewer service. Costs include City sewer operations, maintenance and capital improvements, and a share of maintenance, operations and capital improvement needs at the Silicon Valley Clean Water treatment plant. A sewer rate holiday was in effect for FY 2023-24 wherein all sewer rates remained the same as FY 2022-23. At its June 24, 2024 meeting, the City Council adopted Ordinance 1617 to increase sewer rates by 3% annually beginning in FY 2024-25 through FY 2026-27. No additional rate structure modifications were proposed.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution approving submittal of property assessments to San Mateo County for the NPDES stormwater fees, Pulgas Creek levee assessment fees ,and sewer service charges; or

2. Do not adopt the Resolution; or

3. Provide staff with alternative direction.

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Respectfully submitted by:

Steven Machida, Public Works Director
Approved for submission by:
_______________________
Jeff Maltbie, City Manager
ATTACHMENT(S):

1. Resolution

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RESOLUTION NO. 2025 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

APPROVING THE SUBMITTAL OF THE ANNUAL PROPERTY ASSESSMENTS TO SAN

MATEO COUNTY FOR THE NATIONAL POLLUTANT DISCHARGE ELIMINATION SYSTEM

STORMWATER FEES, PULGAS CREEK LEVEE ASSESSMENT FEES, AND SEWER SERVICE CHARGES FOR FISCAL YEAR 2025-26.

WHEREAS, the City requires revenues to fund various programs and activities to serve the citizens of San Carlos; and
WHEREAS, the City collects some of its revenues through San Mateo County, which as a service to cities and other taxing entities, collects certain special assessments through the countywide property tax bill; and
WHEREAS, Section 13.16.020 of the San Carlos Municipal Code establishes the basis for stormwater charges for parcels in the city and that the charges for stormwater National Pollutant Discharge Elimination System (NPDES) program fees shall be billed annually on the real property tax roll; and
WHEREAS, after formation of the City of San Carlos Pulgas Creek Levee Improvements Assessment District in 2010, the fees were determined by the Engineer’s Report and are billed annually on the real property tax roll; and
WHEREAS, Section 13.04.050 of the San Carlos Municipal Code provides that the charges for sewer collection and treatment shall be billed annually on the real property tax statement for the City of San Carlos; and
WHEREAS, the Public Works Director prepared, in accordance with the methods passed and approved by the City Council, a levy of NPDES program fees, Pulgas Creek Levee assessment fees and sewer service charges for fiscal year (FY) 2025-26; and WHEREAS, due to the delayed release of the San Mateo County July 2025 Secured Master Roll, projected assessment collections are based on the May 2025 Secured Master Roll and are therefore approximations; and
WHEREAS, the estimated total amounts for each assessment to be collected by the County Controller are projected to be:

Assessment Type Projected Amount to be Collected
NPDES Stormwater Fee* $449,329.84
Pulgas Creek Levee Assessment District Fee $28,784.42
Sewer Service Charges* $21,883,512.60
TOTAL $22,361,626.86
NOW THEREFORE BE IT RESOLVED that the City Council of the City of San Carlos does hereby approve the levy of NPDES program fees, Pulgas Creek Levee assessment fees, and sewer service charges for FY 2025-26; and

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THAT the Public Works Director be, and hereby is, directed to file with the County Controller of San Mateo County a copy of said levy of fees to be collected with the real property taxes for FY 2025-26; and
THAT the County Controller of San Mateo County shall, upon receipt of said levy, enter the amounts of said fees against the respective lots or parcels as they appear on the assessment roll for FY 2025-26; and
THAT the Administrative Services Director of the City of San Carlos be authorized to approve corrections of said roll of fees when investigation of requests for corrections indicates the charges were incorrectly computed or erroneously entered on the roll. * * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a regularly scheduled meeting thereof held on the 23rd of June, 2025 by the following vote:
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

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CITY COUNCIL

STAFF REPORT
MEETING DATE: June 23, 2025
ITEM TITLE: Adopt a Resolution Authorizing the City Manager to Execute an Agreement with the County of San Mateo for Law Enforcement Services for July 1, 2025 through June 30, 2030, Providing for Annual Reviews, Including the Fiscal Year 2025-26 Payment of $13,446,007 for Police Services, Offset by the CalPERS UAAL Credit in Amount of $1,898,292, and Offset by the Approval of the Use of Prior Year Savings in the Amount of $250,000 for Police Services.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution authorizing the City Manager to execute an agreement with the County of San Mateo for Law Enforcement Services for the period of July 1, 2025 through June 30, 2030, providing for annual reviews, including the fiscal year (FY) 2025- 26 payment of $13,446,007 for police services, offset by the CalPERS UAAL Credit in the amount of $1,898,292, and offset by the approval of the use of prior year savings in the amount of $250,000 for police services.

FISCAL IMPLICATIONS:

There is no fiscal impact and no additional appropriation is needed at this time.

Each year, the City Council considers for approval an amendment to Exhibit B (“Cost of Services”) of the Agreement with the County of San Mateo for Law Enforcement Services (“the Agreement”).

The total charges for FY 2025-26 are $13,446,007. This is an increase of $769,002, or 6.1%, from last year.

Per Section 3.5 of the Agreement, the total contract will be credited by the amount paid to CalPERS for retirement obligations from the former police department, which total $1,898,292.

As per Section 3.1.2 of the Agreement, if the actual costs of services are less than the calculated totals in Exhibit B-1, the excess amount will be set aside to be used at the City’s discretion. In FY 2024-25, the City utilized $275,000 of this account to offset the contracted costs in the last fiscal year. As of December 31, 2024, the balance in this account is approximately $2 million. As of June 11, 2025, we have not received a recent balance but we understand that there will be additional savings this fiscal year.

In summary, the contract amount will be funded from the following sources in the Adopted FY 2025-26 Operating Budget:

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Fund Account number Total Amount
General Fund (1) 01413000-520320-PDOSR $10,897,715
General Fund (2) 01413000-512004-PDOSR 1,898,292
General Fund (3) 01413000-520320-SCDSU 250,000
Police Grants Fund 17000000-520320-PDOSR 150,000
San Carlos Trust Fund Prior Year Savings 250,000
Total Agreement Amount $13,446,007
The funding sources are as follows:

1. General Fund Account 01413000 520320 PDOSR is the primary account used to pay for police services. It is budgeted based on the contractual obligations that the Council approves on an annual basis.

2. General Fund Account 01413000-512004-PDOSR is the primary account used to pay for the unfunded liabilities of the former police department. The amount budgeted is based on the CalPERS actuarial reports.

3. General Fund Account 01413000-520320-SCDSU is the account that was created to track the charges associated with the Downtown Services Unit, or the Laurel Street Policing Program.

4. Police Grant Fund 17000000-520320-PDOSR is a restricted account that can only be used for front line municipal services. This account is being used to fund additional traffic enforcement in the amount of $100,000 and Driving Under the Influence (DUI) enforcement totaling $50,000.

BACKGROUND:

On June 20, 2020, the City Council approved a five-year renewal of the Agreement with the County of San Mateo for Law Enforcement Services to be performed by the San Mateo County Sheriff’s Office (Sheriff).

The City’s agreement with the Sheriff’s Office includes police management, patrol, investigation, traffic enforcement, community and school services, and support service components. The Agreement maintains minimum staffing levels for patrol and provides for quick response times.

The Agreement originally went into effect on October 31, 2010, and the current contract will expire on June 30, 2025. Per Section 4.2 of the Agreement, the City notified the County before January 1, 2025 of its intent to renew the contract.

Staff initially sent a draft one-year extension to the County for their review on May 1, 2025. The draft extension includes the same provisions as the last five-year Agreement, including the provisions related to retirement and Unfunded Actuarial Accrued Liabilities (UAAL) as defined in Section 3.5 as well as the provisions to capture prior year savings as defined in Section 3.1.2.

The Sheriff’s office sent a new five-year agreement to the City on June 12, which is similar in form and term to that of the other cities in the County contracting for law enforcement services. They believe and the City concurs that consistency in the agreements among cities is desirable and in the best interests of San Carlos and its residents. The new agreement continues to include annual notification of the intention to continue services under the Agreement, a meet and confer period to assess terms, personnel, costs and levels of service, with a termination right effective July 1 of the following year after a minimum one-year written notice. This timeframe is reasonable given the nature and complexity of providing for law enforcement services in the City.

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ANALYSIS:

Each year, the Sheriff’s Office prepares a total budget outlining the anticipated costs for service.

The Proposed FY 2025-26 budget was prepared and provided to the City by the Sheriff’s Office on May 5, 2025. The three major categories of expenses include:
1) Personnel costs. Salaries and benefits associated with staff providing investigative services, patrol, traffic enforcement, and direct administrative services 2) Direct operating expenses. Costs associated with operational activities such as vehicle and equipment replacement expenses, training, software, and general supplies 3) Support services. Costs associated with technical services, records and evidence management, fiscal services, and personnel and human resources services The retirement rates reflected in the current Agreement with the Sheriff’s Office are calculated using the San Mateo County’s employer contribution rates. This rate is comprised of a normal cost and a component of the County’s Unfunded Actuarial Accrued Liability (UAAL) component.

The UAAL is the difference between the actuarial accrued liability for current and future retirees and the value of assets accumulated to finance the County’s pension obligations. In brief, the UAAL is the shortfall between pension promises and the value of assets.

Although the San Carlos Police Department was disbanded, CalPERS retains pension trust responsibilities and the administration of accrued liabilities for the City’s safety members up to the time the Agreement took effect. For this reason, the City is also required to continue funding its existing CalPERS UAAL. Since the original Agreement required the City to compensate the Sheriff’s Office for the fully loaded retirement costs, the City was in effect making double UAAL payments. City staff worked with San Mateo County representatives and requested relief from the UAAL component of the County’s retirement rates, resulting in a credit that is applied to the Agreement on an annual basis. For FY 2025-26, this amount is $1,898,292.

The Agreement also reflects the following:
• Funding in the amount of $100,000 for additional resources to help fund traffic enforcement and address traffic complaints; and
• Funding in the amount of $250,000 for the Downtown Services Unit, or Laurel Street Policing Program; and
• Services in the amount of $50,000 for DUI enforcement.

The increase in the Agreement of $769,002, or 6.1%, from last year is based on the following factors:

1. Compensation Changes. Personnel costs account for 82% of the total Agreement. The increase of $290,898, or 2.7%, is attributed to increases associated with health and retirement benefits, experience and specialty pay, POST pay, workers compensation, overtime, and cost of living adjustments.

2. Operating Costs. Operating costs include increases for various supplies, equipment, and training. The increase of $478,104, or 24.9%, is primarily due to increases in vehicle maintenance and replacement costs, equipment maintenance costs associated with the replacement of vehicle mobile data terminals, and costs increases for general liability insurance premiums.

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Due to the need to approve this Agreement prior to the approval by the Board of Supervisors, non-substantive changes may be required to the Agreement and Exhibits. The Resolution would authorize the City Manager to approve such amendments, consistent with the Council actions subject to the approval of the City Attorney.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution authorizing the City Manager to execute an agreement with the County of San Mateo for Law Enforcement Services for the period of July 1, 2025 through June 30, 2030, providing for annual reviews, including the FY 2025-26 payment of $13,446,007 for police services, offset by the CalPERS UAAL Credit in the amount of $1,898,292, and offset by the approval of the use of prior year savings in the amount of $250,000 for police services; or

2. Do not adopt a Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Rebecca Mendenhall, Administrative Services Director
Greg Rubens, City Attorney
Approved for submission by:
_______________________
Jeff Maltbie, City Manager
ATTACHMENT(S):

1. Resolution

2. Draft Law Enforcement Services Agreement

3. Draft Exhibits to the Law Enforcement Services Agreement

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June 23, 2025 Packet Pg. 104
RESOLUTION NO. 2025 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

AUTHORIZING THE CITY MANAGER TO EXECUTE AN AGREEMENT WITH THE COUNTY OF SAN MATEO FOR LAW ENFORCEMENT SERVICES FOR JULY 1, 2025 THROUGH JUNE 30, 2030, PROVIDING FOR ANNUAL REVIEWS, INCLUDING THE FISCAL YEAR 2025-26 PAYMENT OF $13,446,007 FOR POLICE SERVICES, OFFSET BY THE CALPERS UAAL CREDIT IN THE AMOUNT OF $1,898,292, AND OFFSET BY THE APPROVAL OF THE USE OF PRIOR YEAR SAVINGS IN THE AMOUNT OF $250,000 FOR POLICE SERVICES.

WHEREAS, the City of San Carlos provides police services to citizens and properties within its jurisdiction; and
WHEREAS, on June 22, 2020, the City Council of the City of San Carlos approved an Agreement with the County of San Mateo (“Agreement”) for law enforcement services within the city of San Carlos through June 30, 2025; and
WHEREAS, the City wishes to extend this Agreement for a new five-year term ending June 30, 2030; and
WHEREAS, the attached Agreement includes the same provisions as the prior five-year Agreement, including the provisions related to notification, termination, Retirement and Unfunded Actuarial Accrued Liabilities and credit for those payments made to CalPERS; and WHEREAS, the Draft Exhibit B-1 includes the budget proposed by the San Mateo County Sheriff’s Office based on their estimated costs for FY 2025-26; and WHEREAS, under Section 3.1.2 of the Agreement, the City has accumulated prior year savings in amount of approximately $2 million, and $250,000 of those funds can be used to offset the costs of this Agreement.

NOW, THEREFORE BE IT RESOLVED, that the San Carlos City Council hereby authorizes the City Manager to execute an Agreement with the County of San Mateo for Law Enforcement Services for July 1, 2025 through June 30, 2030, providing for annual reviews, including the Fiscal Year 2025-26 payment of $13,446,007 for police services, offset by the CalPERS UAAL credit in the amount of $1,898,292 and offset by the use of prior year savings in the amount of $250,000 for police services.

BE IT FURTHER RESOLVED, that the City Manager is authorized to approve nonsubstantive changes to the Agreement consistent with the Council action, subject to approval by the City Attorney.
* * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of June 2025, by the following vote:

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June 23, 2025 Packet Pg. 105
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

8.h
June 23, 2025 Packet Pg. 106

LAW ENFORCEMENT

SERVICES AGREEMENT
Between the County of San Mateo
and the City of San Carlos
July 1, 2025 through June 30, 2030
Version: June 12, 2025
DRAFT

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June 23, 2025 Packet Pg. 107

A G R E E M E N T

FOR LAW ENFORCEMENT SERVICES

BETWEEN THE COUNTY OF SAN MATEO AND

CITY OF SAN CARLOS
THIS AGREEMENT, entered into on the entered into on the 1st day of July, 2025, by and between the CITY OF SAN CARLOS, a general law city in the County of San Mateo, State of California, hereinafter referred to as "City" and the COUNTY OF SAN MATEO, a political subdivision of the State of California, hereinafter referred to as "County.”

W I T N E S S E T H
WHEREAS, pursuant to Government Code §§51300, et seq. County may contract with City for the performance of City functions by the appropriate officers and employees of County; and
WHEREAS, City is desirous of having the County provide law enforcement services through the Sheriff's Office, as hereinafter set forth, for and on behalf of City, within the territorial limits of said City, and the County is willing to perform such services as provided herein below:

NOW, THEREFORE, IT IS HEREBY AGREED as follows:

1. EXHIBITS AND ATTACHMENTS.

1.1 The following exhibits and attachments are included hereto and incorporated by reference herein:
▪ Exhibit A – Services
▪ Exhibit B - Rates / Payments

2. SERVICES TO BE PERFORMED BY COUNTY.

2.1 In consideration of the payments set forth herein and in Exhibit B, County shall provide law enforcement and police services within City. Said services are described in Exhibit A.

2.2 The City is not limited to the services indicated in Exhibit A, but the City may request to fund additional services in the field of public safety, law enforcement or related fields within the legal power of the Sheriff to provide for additional cost of service.

3. PAYMENTS.

3.1 The City shall pay the County for the services provided under the terms of this Agreement at the rates set forth in Exhibit B.

3.1.1 At the City’s request, the City will receive a quarterly overtime, salary, and benefits report that will include year-to-date expenditures for overtime, DRAFT

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June 23, 2025 Packet Pg. 108

AGREEMENT FOR LAW ENFORCEMENT SERVICES
City of San Carlos / San Mateo County Sheriff’s Office Page 2 of 15 salary, special pays, and benefits. The report will provide a summary level comparison between the actual expenditures and budgeted amounts based on the costs for personnel outlined in the adopted Exhibit B.

3.1.2 An annual reconciliation will be completed at the end of each fiscal year wherein the Sheriff’s Office will reconcile the amount in this Agreement against the actual cost of services delivered. Any surplus funds will be set aside in an interest-earning account held by the County and available to the City to cover potential future deficits or other one-time needs.

However, if this excess revenue exceeds $1M, the balance exceeding $1M will be returned to the City at year-end for the City to utilize at its discretion.

3.2 The rates set forth in Exhibit B shall be readjusted by the County annually effective July 1 of each year, and attached as an Amendment to this Agreement, to reflect the cost of such services as provided in Government Code Section 51350 and in accordance with the policies and procedures for the determination of such rates as approved by the County Board of Supervisors. County shall provide City with the proposed rates for the following contract year on or before April 1 of each year.

3.3 The City shall be billed based on the service level provided within the parameters of Exhibit A.

3.4 The cost of additional services, requested by City, in the field of public safety, law or related fields within the legal power of the Sheriff to provide not set forth in Exhibit A shall be reflected in an amendment to Exhibits A and B.

3.5 Retirement – Unfunded Actuarial Accrued Liabilities.

3.5.1 Retirement rates reflected in Exhibit B are calculated using the County’s employer rate made up of a normal cost component and amortization of the Unfunded Actuarial Accrued Liability (UAAL) component. Upon annual receipt of City’s CALPERS Actuarial Valuation for Safety Plan which documents the City’s annual cost for UAAL for Police Only, subject to Section 3.5.2, County will credit the following quarterly invoices by the amount due from City to CalPERS for the UAAL payment made on behalf of the safety members from prior law enforcement.

3.5.2 Under no circumstances will this credit exceed County's Total UAAL attributed to the San Carlos Agreement or result in City obligation for retirement costs to County being below the County’s normal cost as reflected in the annual actuarial valuation provided by SamCERA.

3.5.3 Credit will be applied beginning with the quarterly invoice immediately following receipt of City CALPERS report.

3.5.4 It is City’s responsibility to provide County with an official CalPERS report detailing the amount of UAAL for Police only. The credit will not include any amounts paid for other Safety members including Fire or non-Safety members.

DRAFT

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June 23, 2025 Packet Pg. 109

AGREEMENT FOR LAW ENFORCEMENT SERVICES
City of San Carlos / San Mateo County Sheriff’s Office Page 3 of 15

3.5.5 In determining the threshold for normal cost, if County does not receive its annual SamCERA actuarial report prior to the first invoice, normal cost will be calculated using the prior year’s SamCERA actuarial report until the new report is received. The invoice immediately following receipt of the SamCERA report will reflect a retroactive adjustment due to the change in normal cost, when such change results in a reduction or addition to City liability to County.

3.5.6 City must provide County with proof of payment by July 31st of each year.

If payment made to CalPERS for purposes identified in 3.5.1 is less than the applied credit, City will be billed for the difference. If payment made to CalPERS for purposes identified in 3.5.1 is higher than the credit received, the City will receive a retroactive adjustment subject to section 3.5.2 on the first invoice immediately following receipt of proof of such payment.

3.5.7 City will receive a credit that is based on the amortization of side fund payment and other UAAL contributions identified in future valuations for police subject to limitations identified in section 3.5.2. This credit will be adjusted annually to reflect actual payments in the same manner set forth in 3.5.7.1.

3.5.8 Proof of payment shall be a copy of canceled check in addition to any documentation sent to CalPERS with the payment.

4. TERM.

4.1 This Agreement shall be in full force and effect from: JULY 1, 2025 to JUNE 30, 2030.

4.2 City shall notify County by each January 1st of its desire for the Sheriff’s Office to continue to provide law enforcement services for and on behalf of City within the territorial limits of City, and the parties shall thereafter endeavor to reach a mutual agreement for said law enforcement services to take effect upon expiration of this Agreement.

5. RIGHT OF TERMINATION.

5.1 Either party may terminate this Agreement with or without cause effective as of the first day of July of the following year upon written notice to the other party of not less than twelve (12) months prior thereto.

5.2 In the event of termination, each party shall fully discharge all obligations owed to the other party accruing prior to the effective date of such termination, and, except as otherwise provided herein, each party shall be released from all obligations which would otherwise accrue subsequent to the date of termination.

5.3 The City may terminate this Agreement or a portion of the services referenced in the Exhibits based upon City’s unavailability of funds, by providing written notice to County as soon as is reasonably possible after the City learns of said unavailability of funding.

5.4 If the City terminates for non-appropriation it will be liable to pay County for: (1) the portion of the contract costs attributable to the all services performed, on or before the effective date of the termination; and (2) reasonable costs and expenses that County incurs as a result of early termination of the Agreement.

6. HOLD HARMLESS.

DRAFT

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June 23, 2025 Packet Pg. 110

AGREEMENT FOR LAW ENFORCEMENT SERVICES
City of San Carlos / San Mateo County Sheriff’s Office Page 4 of 15

6.1 City shall defend, hold harmless and indemnify County, its officers, agents, and/or employees from any and all claims for injuries to persons and/or damage to property which arise out of the terms and conditions of this Agreement and which result from the negligent acts or omissions of City, its officers, agents and/or employees.

6.2 County shall defend, hold harmless and indemnify City, its officers, agents and/or employees from any and all claims for injuries to persons and/or damage to property, which arise out of the terms and conditions of this Agreement and which result from the negligent acts or omissions of County, its officers, agents, and/or employees.

6.3 In the event of the concurrent negligence of City, its officers, agents and/or employees, and County, its officers, agents and/or employees, then the liability for any and all claims for injuries or damages which arise out of the terms and conditions of this Agreement shall be apportioned under California’s Theory of Comparative negligence as presently established or may be hereafter modified.

7. INSURANCE.

7.1 Both parties shall maintain sufficient insurance, self-insurance or a combination thereof to comply with the following requirements, and, if requested, each party shall furnish the other party with certificates of insurance evidencing the required coverage. Thirty (30) days' notice must be given, in writing, to County of any pending change in the limits of liability or of any cancellation or modification of the policy.

7.1.1 Worker's Compensation and Employer's Liability Insurance. Both parties shall have in effect during the entire life of this Agreement Worker’s Compensation and Employer's Liability Insurance, or an acceptable program of self-insurance providing full statutory coverage. In signing this Agreement, parties certify, as required by Section 1861 of the California Labor Code, that they are aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for Worker's Compensation or to undertake self-insurance in accordance with the provisions of the Code, and parties will comply with such provisions before commencing the performance of the work of this Agreement.

7.1.2 Liability Insurance. City and County shall take out and maintain during the life of this Agreement such Bodily Injury Liability and Property Damage Liability Insurance for services covered work covered by this Agreement from any and all claims for damages for bodily injury, including accidental death, as well as any and all claims for property damage which may arise from City’s and County’s operations under this Agreement, whether such operations be by himself/herself or by any sub-contractor or by anyone directly or indirectly employed by either of them. Such insurance shall be combined single limit bodily injury and property damage for each occurrence and shall be not less than the amount specified on the following page.

Such insurance shall include:
 Comprehensive General Liability $5,000,000
DRAFT

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June 23, 2025 Packet Pg. 111

AGREEMENT FOR LAW ENFORCEMENT SERVICES
City of San Carlos / San Mateo County Sheriff’s Office Page 5 of 15  Motor Vehicle Liability Insurance $5,000,000

8. NON-DISCRIMINATION AND OTHER REQUIREMENTS.

8.1 Section 504. City and County shall comply with § 504 of the Rehabilitation Act of 1973, and the Americans with Disabilities Act of 1990, as amended, which provide that no otherwise qualified handicapped individual shall, solely by reason of a disability, be excluded from the participation in, be denied the benefits of, or be subjected to discrimination in the performance of this Agreement, and that reasonable and legally-specified accommodations will be made to serve individuals with disabilities.

8.2 General Non-discrimination. No person shall, on the grounds of race, color, religion, ancestry, gender, age (over 40), national origin, medical condition (cancer), physical or mental disability, sexual orientation, pregnancy, childbirth or related medical condition, marital status, or political affiliation be denied any benefits or subject to discrimination under this Agreement.

8.3 Equal Employment Opportunity. City and County shall ensure equal employment opportunity based on objective standards of recruitment, classification, selection, promotion, compensation, performance evaluation, and management relations for all employees under this Agreement. City’s and County’s equal employment policies shall be made available to either party upon request.

8.4 Violation of Non-discrimination Provisions. Violation of the non-discrimination provisions of this Agreement shall be considered a breach of this Agreement and may result in termination of this Agreement, and /or legal action to recover any Courtimposed damages incurred as a result of said violation(s). To effectuate the provisions of this section, the County Manager and City Manager may request authorization to examine City’s or County’s employment records relating to this Agreement, as the case may be with respect to compliance with this paragraph, and City and County shall not unduly withhold authorization.

8.5 Compliance with Equal Benefits Ordinance. With respect to the provision of employee benefits, City shall comply with the County Ordinance which prohibits contractors from discriminating in the provision of employee benefits between an employee with a domestic partner and an employee with a spouse.

8.6 Other Statutory Compliance. City and County shall comply fully with the nondiscrimination requirements required by 41 CFR 60-741.5 (a), which is incorporated herein as if fully, set forth. All services to be performed pursuant to this Agreement shall be performed in accordance with all applicable Federal, State, County, and municipal laws, including, but not limited to, Health Insurance Portability and Accountability Act of 1996 (HIPAA) and all Federal regulations promulgated thereunder, as amended.

8.7 Compliance with Contractor Employee Jury Service Ordinance. City and County shall comply with the County Ordinance with respect to provision of jury duty pay to employees and have and adhere to a written policy that provides that its employees shall receive from the City, on an annual basis, no less than five days of regular pay for actual jury service in San Mateo County. The policy may provide that employees deposit any fees received for such jury service with the City or that the City deduct from the employees regular pay the fees received for jury service.

9. RETENTION OF RECORDS.

DRAFT

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June 23, 2025 Packet Pg. 112

AGREEMENT FOR LAW ENFORCEMENT SERVICES
City of San Carlos / San Mateo County Sheriff’s Office Page 6 of 15

9.1 Each party agrees to provide to the other party, to any federal or state department having monitoring or reviewing authority, to County’s or City’s authorized representatives and/or their appropriate audit agencies upon reasonable notice, access to and the right to examine and audit records and documents necessary to determine compliance with relevant federal, state, and local statutes, rules, and regulations, and this Agreement, and to evaluate the quality, appropriateness and timeliness of services performed.

9.2 City and County shall maintain and preserve all financial records relating to this Agreement for a period of four (4) years from the termination date of this Agreement, or until audit findings are resolved, whichever is greater.

10. MERGER CLAUSE.

10.1 This Agreement and the Transfer Agreement including the Exhibits attached to each constitutes the sole Agreement of the parties hereto and correctly states the rights, duties, and obligations of each party as of this document's date. Any prior agreement, promises, negotiations, or representations between the parties not expressly stated in this document are not binding. All subsequent modifications to either Agreement shall be in writing and signed by the parties.

11. CONTROLLING LAW.

11.1 The validity of this Agreement and of its terms or provisions, as well as the rights and duties of the parties hereunder, the interpretation, and performance of this Agreement shall be governed by the laws of the State of California.

12. DISPUTE RESOLUTION.

12.1 Should any dispute arise out of this Agreement, the parties shall first meet and confer in an attempt to resolve the dispute. Should such efforts fail to resolve the dispute within twenty (20) days, the parties shall meet in mediation and attempt to reach a resolution with the assistance of a mutually acceptable mediator. Neither party shall file legal action without first meeting in mediation and making a good faith attempt to reach a mediated resolution. The costs of the mediator, if any, shall be paid equally by the parties. If a mediated settlement is reached neither party shall be deemed the prevailing party for purposes of the settlement and each party shall bear its own legal costs.

13. FINES AND FORFEITURES.

13.1 City shall be entitled to the fines and forfeitures to which City would otherwise be entitled pursuant to Penal Code Section 1463.001, et seq.

13.2 As legally permitted and in compliance with federal, state, and local rules and regulations, City shall remain entitled to the following revenue during the duration of this agreement:
• Abandoned Vehicle Recovery
• First Chance Fee
• SB 90 reimbursements
• Drunk Driving Cost Recovery
• Vehicle Release Fee
• Accident Reports Fee
• Crime Reports
• Good Conduct Letter
• Incident Photos
• Repo Vehicle Info Entering
Fee
DRAFT

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June 23, 2025 Packet Pg. 113

AGREEMENT FOR LAW ENFORCEMENT SERVICES
City of San Carlos / San Mateo County Sheriff’s Office Page 7 of 15

13.3 Unless otherwise specified in this agreement, City shall remain responsible for the billing and collection of these fees. Information obtained by County that is required by City to complete the billing, will be forwarded upon the request of City.

13.4 Collection of Fees.

13.4.1 Any fees collected at 330 Bradford Street by the County on City’s behalf will be collected in accordance with City’s fee schedule and shall be credited to the City’s interest-bearing account.

13.4.2 Any fees collected on behalf of the County at the San Carlos Substation will be collected in accordance with the County’s fee schedule and forwarded to County in a manner that is mutually agreed upon.

13.4.3 City will provide and maintain currency drawers. The assigned Records Technician will balance the currency drawer as required by the City.

13.5 POST reimbursements. City shall be credited for all POST reimbursements received by County for backfill of City’s assigned deputies. All other POST reimbursements to remain revenue of County.

13.6 Third Party Providers. Any costs currently charged to the San Carlos Police Department, directly or indirectly, by third party providers other than the Sheriff’s Office, the City reserves the right to either recover directly, or with the County’s agreement, have those costs recovered by the County and credited against the Agreement for Law Enforcement Services with County.

14. NOTICES.

14.1 Any notice, request, demand, or other communication required or permitted hereunder shall be deemed to be properly given when deposited in the United State mail, postage prepaid, or when deposited with a public telegraph company for transmittal, charges prepaid, addressed to:

In the case of County, to: In the case of City, to:

San Mateo County Sheriff’s Office City of San Carlos
ATTN: Sheriff ATTN: City Manager
330 Bradford Street, 5th Floor 600 Elm Street
Redwood City, CA 94063 San Carlos, CA 94070
IN WITNESS WHEREOF, the parties hereto, by their duly authorized representatives, have affixed their hands.

COUNTY OF SAN MATEO
A Political Sub-division of the State
of California
President, Board of Supervisors
DRAFT

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June 23, 2025 Packet Pg. 114

AGREEMENT FOR LAW ENFORCEMENT SERVICES
City of San Carlos / San Mateo County Sheriff’s Office Page 8 of 15 BY:

ATTEST:

BY:

Clerk of Said Board

CITY OF SAN CARLOS
BY:

City Manager
DATE:

ATTEST:

BY:

City Clerk
DATE:

DRAFT

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June 23, 2025 Packet Pg. 115
1 EXHIBIT A

SERVICES
Agreement for Law Enforcement Services between the
County of San Mateo and City of San Carlos
In consideration of the payments set forth in Exhibit B, County shall provide City with the following services:

1. DESCRIPTION OF SERVICES PROVIDED BY COUNTY.

1.1 LAW ENFORCEMENT SERVICES.

1.1.1 The County agrees, through the Sheriff of the County of San Mateo (hereinafter referred to as “Sheriff”), to provide general law enforcement services within the corporate limits of the City to the extent and in the manner hereinafter set forth in this Agreement.

1.1.2 Except as otherwise specifically set forth in this Agreement, such services shall only encompass duties and functions of the type coming within the jurisdiction of and customarily rendered by the Sheriff under the County Charter, the statutes of the State of California, and under the City municipal codes.

1.1.3 General law enforcement services performed hereunder may include, if requested, by the City, supplemental security support, supplemental sworn officer support, and supplemental professional civilian support staff.

1.2 SUPPORT SERVICES.

1.2.1 Administrative staff provided to City, as outlined in Exhibit A-1, will provide general administrative support and will perform the services necessary for the collection of Abandoned Vehicle Recovery Fees and Alarms Permits & Response Fees.

1.2.2 Alarm Permit & Response Fees. City shall remain responsible for the actual billing and collection of Alarms Permit and Response revenue.

Administrative staff will maintain and forward the necessary information to City’s Finance Department for the billing and collection of said revenue upon request of City.

1.2.3 Records Fees. County’s Sheriff’s Records Bureau will perform the services necessary and collect fees on behalf of City for the following:
• Vehicle Release Fee
• Accident Reports
• Crime Reports
• Good Conduct Letter

2. ADMINISTRATION OF PERSONNEL.

2.1 The rendition of the services performed by the Sheriff’s Office, the standards of performance, the discipline of personnel, and other matters incident to the performance of such services and the control of personnel so employed shall remain with the County.

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June 23, 2025 Packet Pg. 116
2 2.2 In the event of a dispute between the parties to this Agreement as to the extent of the duties and functions to be rendered hereunder, or level of services or manner of performance of such services, the Sheriff and the City shall meet and confer to resolve such disputes.

2.3 All City employees who work in conjunction with the Sheriff’s Office pursuant to this Agreement shall remain employees of the City and shall not have any claim or right to employment, civil service protection, salary, or benefits or claims of any kind from the County based on this Agreement.

2.4 The City shall not be called upon to assume any liability for the direct payment of any Sheriff’s Office salaries, wages, or other compensation to any County personnel performing services hereunder for said City. Except as herein otherwise specified, the City shall not be liable for compensation or indemnity to any County employee or agent of the County for injury, disability or illness arising out of services provided under this Agreement.

3. DEPLOYMENT OF PERSONNEL.

3.1 Services performed hereunder shall be developed in conjunction with the Sheriff and detailed in Exhibit A-1.

3.2 An updated/revised Exhibit A-1 shall be signed and authorized annually by the City and the Sheriff or Sheriff’s designee before each July 1, and attached hereto as an amended Exhibit A-1.

4. REPORTS.

4.1 The Sheriff or Sheriff’s designee shall report periodically to the City Council, at the City Manager’s discretion, all violations of law within its borders coming to the Sheriff’s attention. Quarterly statistical reports will be provided to City by the Sheriff upon request.

4.2 County shall conduct an annual community law enforcement satisfaction survey each October and report the results to City by January 1 of the following year.

5. UNIFORMS & INSIGNIA.

5.1 Personnel performing such law enforcement services as herein provided shall be in the prescribed uniform of the San Mateo County Sheriff’s Office during the performance of their duties.

5.2 Similarly, patrol vehicles used by deputies assigned to provision of services under this Agreement shall bear the markings and insignia of both the Sheriff’s Office and City’s logo. Any future changes to the markings and insignia of the San Carlos Bureau vehicles may be made by mutual agreement of the Sheriff and the City Manager.

5.3 If the City should desire any customization of uniforms or insignia relative to services provided, the City shall notify Sheriff of same, and the Sheriff in their sole discretion may decide whether it is feasible and agreeable to do so. In that case, the cost of modification to uniforms and/or insignia shall be borne by the City.

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June 23, 2025 Packet Pg. 117
3 6. CITY OBLIGATIONS.

6.1 City shall furnish at its own cost and expense all necessary office space, furniture and furnishings, office supplies, janitorial service, telephone, light, water and other utilities, in order for the Sheriff to maintain a substation office in the City. The area to be utilized for the substation includes the following areas:

6.1.1 Ground floor, which supports the Patrol function of the department, will be used in its entirety by the Sheriff’s Office and includes the following:
• Briefing room
• Patrol Sergeant’s office
• Report writing room
• Evidence packaging and equipment storage area
• Booking area and suspect interview room
• Two (2) holding cells
• Single unisex restroom
• Women’s restroom and Locker (#32) Room
• Men’s restroom and Locker (#59) Room
• Kitchen/Vending area with adjacent storage room
• Secured Property/Evidence room with outer property lockers • Secured Armory

6.1.2 Main Floor which consists of:
• Three (3) offices
• Gym access
• “Meet and Greet” area for the public.
• Report Writing Workstation for officers/deputies

6.1.3 Basement (Ground Floor) Parking Area which consists of reserved area for Patrol vehicles and Sheriff’s Office staff.

6.1.4 Other areas currently used by City for storage of evidence or for other law enforcement purposes

6.1.5 County shall reimburse City One Dollar ($1) for the lease of the Substation.

6.2 It is expressly further understood that such areas may be used by the Sheriff or the County of San Mateo in connection with the performance of duties in territory outside of City and adjacent thereto.

6.3 Notwithstanding the foregoing, it is agreed that in all instances where special supplies, stationery, notices, forms, and the like must be issued in the name of City, the same shall be supplied by said City at its own cost and expense.

7. PERFORMANCE OF AGREEMENT.

7.1 For the purpose of performing said general law enforcement services, County shall furnish and supply all necessary labor, supervision, equipment and supplies necessary to maintain the agreed level of services to be rendered hereunder.

7.2 Notwithstanding the foregoing, the City may provide additional resources for the County to utilize in performance of the services.

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June 23, 2025 Packet Pg. 118
4 EXHIBIT A – 1
FY 2025-26 ASSIGNMENT / SELECTION OF PERSONNEL
Agreement for Law Enforcement Services between the County of San Mateo and City of San Carlos

1. ASSIGNMENT OF PERSONNEL.

1.1 FY 2024-25 Assigned Personnel.

POSITION # of FTE
Captain 1.0
Sergeant – Day 2.0
Sergeant – Night 2.0
Sergeant – Administrative 1.0
Deputy – Day 6.0
Deputy – Night 4.0
Deputy – Motorcycle 2.0
Deputy – Canine 2.0
Deputy – Detective Services 2.0
Community Service Officers 6.0
Management Analyst 1.0
Records Technician 1.0
TOTAL # (FTE) 30.00

2. ASSIGNMENT OF SPECIFIC PERSONNEL.

2.1 In the event that the position of Captain assigned to the City (via this Agreement) needs to be filled, the Sheriff will provide City with three (3) candidates for consideration. City Manager shall select one of the three candidates.

2.2 The City Manager may request reassignment of personnel assigned to the City at any time. The Sheriff and City Manager shall meet and confer regarding the request within ten (10) days.

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5 EXHIBIT B
FY 2025-26 RATES / PAYMENTS
Agreement for Law Enforcement Services between the County of San Mateo and City of San Carlos In consideration of the services described in Exhibit A and Exhibit A-1, City shall pay County based on the following fee schedule:

1. CHARGES FOR SERVICES.

1.1 City shall pay County for services described in this Agreement as calculated based on the formulas set forth in Section 6, Calculated Rates, attached hereto and incorporated by reference herein.

1.2 Section 6, Calculated Rates, shall be readjusted by the County annually effective July 1 of each year and attached hereto as an updated / revised Section 6.

2. INVOICING / BILLING.

2.3 On a quarterly basis in accordance with Section 3 below, Sheriff’s Office Fiscal Services Bureau shall submit an invoice to City.

2.4 Payments and questions regarding invoicing shall be directed to the Sheriff’s Office Fiscal - Invoicing at [email protected] or be mailed to:

San Mateo County Sheriff’s Office
Fiscal Services Bureau
330 Bradford Street, 5th Floor
Redwood City, CA 94063

3. PAYMENTS.

3.1 Total charges due for the period of July 1, 2025 through June 30, 2026 are $11,547,715.

3.2 Invoices will be issued according to the following schedule:

Invoice Issued Basic Service UAAL Credits Adjusted Cost July 1, 2025 $3,361,501.75 $ (474,573.00) $2,886,928.75 October 1, 2025 $3,361,501.75 $ (474,573.00) $2,886,928.75 January 1, 2026 $3,361,501.75 $ (474,573.00) $2,886,928.75 April 1, 2026 $3,361,501.75 $ (474,573.00) $2,886,928.75

3.3 Future Fiscal Year payments will be in accordance with the revised Calculated Rates effective July 1 of each year. Payments will be due quarterly on July 1st , October 1st, January 1st and April 1st.

3.4 The July 1, 2025 invoice will be paid in part from the San Carlos City Trust Fund, which is held by the Sheriff's Office. A transfer of $250,000 will be made from the San Carlos Trust Fund and will be reflected on the invoice issued July 1, 2025.

4. BOOKING / MESSAGE SWITCH / FORENSIC LABORATORY FEES.

4.1 City shall not be responsible for paying Jail Access Fees, Booking Fees, Message Switch Fees or Forensic Laboratory Fees to the County.

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6 5. JOINT POWERS AGREEMENTS.

5.1 City shall continue to be responsible for fees set forth in the Joint Powers Agreements pertaining to the Narcotics Task Force (NTF) and Department of Emergency Management (DEM).

6. CALCULATED RATES

6.1 Rates for FY 2025-26 are outlined below.

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CITY COUNCIL

STAFF REPORT
MEETING DATE: June 23, 2025
ITEM TITLE: Adopt a Resolution Authorizing the Filing of an Application for Funding Assigned to the Metropolitan Transportation Commission (MTC) for the City of San Carlos/San Mateo County Regional EV Charging Project; and Authorizing Local Support for the MTC’s 2024 Climate Program Implementation Grants: Charging Infrastructure Program.

RECOMMENDATION:

Staff recommend that the City Council adopt a Resolution authorizing the filing of an application for funding assigned to the Metropolitan Transportation Commission (MTC) for the City of San Carlos/San Mateo County Regional EV Charging Project; and authorizing local support for the MTC’s 2024 Climate Program Implementation Grants: Charging Infrastructure Program.

FISCAL IMPLICATIONS:

In 2025, the City of San Carlos received $523,131 in grant funding from the MTC for EV charging infrastructure (Project C2336). As a condition of this grant, the City is required to contribute a 20.5% local match, or $135,000. In order to fund the local match, the City will utilize energy incentives from Peninsula Clean Energy (PCE).

These funds have been allocated as part of the 2025-2027 budget. The MTC grant is a reimbursementbased grant and the California Department of Transportation (“CalTrans”) is the agency responsible for distributing funds. The project budget includes the cost of standard operations and maintenance for the first two to five years. Most EV infrastructure companies offer package deals with the sale of their hardware that include software and routine maintenance for two, three, or five years. The specific duration of the maintenance coverage will depend on the equipment selected. After this period, the City will be responsible for ongoing operations and maintenance costs, which will be covered by revenue generated from electricity sales from the chargers.

The project funding breakdown is included in Table 1 below.

Table 1: Project Funding Associated with MTC Capital Program Implementation Grant for Charging Infrastructure
Source of Funding Amount Funds model
Grant Funding from MTC $523,131 Reimbursement-based
funding
Incentives from Peninsula Clean Energy as
the required 20.5% match
$135,000 Energy incentives from
PCE
Total Project Funding $658,131

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BACKGROUND:

On September 30, 2024, the MTC, which is the transportation planning, financing and coordinating agency for the nine-county San Francisco Bay Area, issued a call for its 2024 Climate Program Implementation Grants. The capital projects associated with this grant will support the implementation of strategies identified in Plan Bay Area 2050. Plan Bay Area 2050 is a long-range regional plan jointly developed and adopted by the MTC and the Association of Bay Area Governments (ABAG) every four years. These identified strategies aim to help the Bay Area achieve its 19% greenhouse gas emissions reduction target from cars and light trucks by 2035 as required under the state law. The grant is part of MTC’s Transportation Electrification initiative to expand access to clean mobility options while increasing charging infrastructure across the Bay Area.

The City of San Carlos opted to apply for the Charging Infrastructure category of the 2024 Climate Program Implementation Grant. Working in conjunction with San Mateo’s County Office of Sustainability through its Regionally Integrated Climate Action Planning Support (RICAPS) Program, the County and its consultants helped the City of San Carlos, Half Moon Bay, East Palo Alto, and Portola Valley to submit their grant applications in December 2024.

The coordinated grant application was entitled San Mateo County Regional EV Charging:

Scaling Accessible and Sustainable Solutions. The proposal included a total of 66 publicly available charging stations to be deployed across the county, including 62 Level 2 chargers and 4 DC fast chargers (DCFC) at strategically selected locations. The San Carlos project proposal included a total of 18 publicly available chargers. More details on the types and locations of chargers are included in Table 2 of this report.

The collaborative approach of the cities and the County for this project will maximize impact while minimizing administrative burdens. Although the participating jurisdictions submitted separate individual proposals, the implementation will be coordinated. This allows procurement and deployment to be streamlined, reducing administrative costs and ensuring widespread EV infrastructure coverage.

On March 21, 2025, City staff was notified by MTC that the City was awarded the Climate Program Implementation Grant for Charging Infrastructure. Similarly, the other San Mateo County jurisdictions that applied were also granted the award amounts they applied for.

ANALYSIS:

To help reduce transportation-related emissions, many car owners have transitioned to electric vehicles. According to California Energy Commission data, in 2024, zero-emission vehicles (ZEVs), including battery electric, plug-in hybrid, and fuel cell electric vehicles, accounted for

25.3% of all new car registrations in San Mateo County, exactly matching the statewide adoption rate1.

In San Carlos, in 2024, 29.4% of the housing units were renter occupied2. For multi-family housing residents, where many encounter limitations on home charging options, expanding EV-charging 1 https://www.energy.ca.gov/data-reports/energy-almanac/zero-emission-vehicle-and-infrastructurestatistics-collection/new-zev 2 ESRI Business Analyst; BAE 2024

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infrastructure is essential to support a transition to electric mobility with the associated lower greenhouse gas emissions and ensures that all residents have equitable access to charging infrastructure.

The proposed electrification infrastructure meets several of the City’s policies and goals.

Specifically, the General Plan provides goals, policies, and actions to reduce greenhouse gas emissions, including:
• Policy EM-7.1: Take appropriate action to address climate change and reduce greenhouse gas emissions.
• Policy EM-7.3: Participate in regional, State and federal efforts to reduce greenhouse gas emissions and mitigate the impacts resulting from climate change. • Policy EM-7.7: Collaborate with stakeholders and volunteers in the formulation and implementation of greenhouse gas reduction strategies.
• Action EM-7: Implement strategies in the Climate Action Plan to achieve the greenhouse gas reduction target.
• Action EM-11.1: Implement measures in the Climate Action Plan to reduce transportation emissions.
• Goal ESPS-13: Ensure adequate public services and high-quality design of public facilities to make San Carlos a safe, enjoyable, and quality community in which to live, work and shop.

Furthermore, the City’s Climate Mitigation and Adaptation Plan includes strategies to reduce greenhouse gas emissions through promoting electric vehicles and promoting a shift to zeroemissions and low-carbon fuel vehicles as part of Goal 5: Transition to low-carbon transportation. Specific strategies include:
• Strategy 18: Electric Vehicles. Support residents and business owners to transition to electric and plug-in hybrid vehicles.
• Strategy 20: City Fleet. Transition the City fleet to zero-emissions vehicles or lowcarbon fuels, as feasible. • Strategy 21: Car Sharing. Promote electric vehicle and low-carbon fuel car-sharing programs.

By focusing on improving access to EV chargers downtown and for renters without home charging options, the grant promotes sustainable mobility and regional decarbonization goals.

EV Chargers Site Selection Criteria:

As required under the grant application, the following strategic siting areas for EV chargers were prioritized: near Multi-Unit Housing (MUH), Transit-Oriented Communities5 (TOCs), and neighborhood hubs such as community centers, parks, and small business districts as a way to address infrastructure gaps for residents, commuters, and visitors.

For MUH areas, specific properties will be identified as a part of the contract for installation of the curbside chargers. EV charging stations will be within ½ mile radius of the address identified in Table 2 below, and ideally within a ¼ mile radius. The selected contractor (selected through 5 Transit-Oriented Communities (TOCs) policy areas are defined by MTC. San Carlos has one TOC policy area which is designated as Tier 3 service area and encompasses area within one-half mile of the San Carlos Caltrain station.

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a competitive bidding process) will be responsible for identifying property owners within the appropriate distance from these addresses who are willing to participate and have a curbside Level 2 charger installed behind their meter.

Table 2: Proposed Locations for the EV Charging Stations in San Carlos Location Number of
Chargers
Types of Chargers Notes
737 Walnut St, San
Carlos, CA 94070
(EV chargers will be
within ¼ to ½ mile of
location above)
3 Single-port 7.6 kW
Level 2 Chargers
(Curbside
Chargers)
Selection Criteria:
• Located nearby MUHs in Downtown
San Carlos
• TOC Policy Area
777 Walnut St, San
Carlos, CA 94070
(EV chargers will be
within ¼ to ½ mile of
location above)
3 Single-port 7.6 kW
Level 2 Chargers
(Curbside
Chargers)
Selection Criteria:
• Located nearby MUHs in Downtown
San Carlos
• TOC Policy Area
657 Walnut St, San
Carlos, CA 94070
(EV chargers will be
within ¼ to ½ mile of
location above)
3 Single-port 7.6 kW
Level 2 Chargers
(Curbside
Chargers)
Selection Criteria:
• Located nearby MUHs in Downtown
San Carlos
• TOC Policy Area
Wheeler Plaza
Garage, 651 Walnut
St, San Carlos, CA
94070
5 Dual-port 19.2kW
Level 2 Chargers
Selection Criteria:
• TOC Policy Area
• Publicly accessible garage located
near the downtown, frequently used
by visitors (shoppers, restaurantgoers) who stay for an hour or longer
Additional notes:
• 2-hour parking from 7am to 6pm
except Sunday and holidays
• There are currently no restrictions
on overnight parking at Wheeler,
but that is subject to change in the
future. As of now, however, there
are no plans to change those
restrictions
Western 700 Block of
Laurel St, San Carlos,
CA 94070 (Clark
Plaza parking lot at
4 Dual-port 19.2kW
Level 2 Chargers
Selection Criteria:
• TOC Policy Area

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Laurel St and Olive St,
behind the Bank of
America)
• Publicly accessible parking lot
located near the downtown block,
frequently used by visitors
(shoppers, restaurant-goers) who
stay for an hour or longer
Additional notes:
• 3-hour parking from 7am to 6pm
except Sunday and holidays
• There are currently no restrictions
on overnight parking at Clark Plaza,
but that is subject to change in the
future. As of right now, however,
there are no plans to change those
restrictions
This Climate Program Implementation Grant for Charging Infrastructure offers a valuable opportunity for the City to secure funding for infrastructure projects that align with the City’s and the region’s climate and transportation goals.

NEXT STEPS:

Following the adoption of the resolution of local support, the City staff will work on the following next steps to access the MTC grant funds:

1. Submit a Carbon Reduction Program (CRP) alignment form to MTC.

2. Add the approved project award to the Transportation Improvement Program (TIP), a comprehensive four-year regional spending plan for near-term transportation projects, programs and investment priorities.

3. Obligate funds through Caltrans after approval of the TIP.

ALTERNATIVES:

The alternatives available to the City Council include:

1. Adopt a Resolution authorizing the filing of an application for funding assigned to the Metropolitan Transportation Commission (MTC) for the City of San Carlos/San Mateo County Regional EV Charging Project; and authorizing local support for the MTC’s 2024 Climate Program Implementation Grants: Charging Infrastructure Program; or

2. Do not adopt the Resolution; or

3. Provide staff with alternative direction.

Respectfully submitted by:

Al Savay, Community Development Director

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Approved for submission by:
_______________________
Jeff Maltbie, City Manager
ATTACHMENT(S):

1. Resolution

2. MTC Grant Application

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7/11/23
RESOLUTION NO. 2025 – ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN CARLOS

AUTHORIZING THE FILING OF AN APPLICATION FOR FUNDING ASSIGNED TO THE

METROPOLITAN TRANSPORTATION COMMISSION AND COMMITTING ANY NECESSARY MATCHING FUNDS AND STATING ASSURANCE TO COMPLETE THE PROJECT.

WHEREAS, City of San Carlos (herein referred to as APPLICANT) is submitting an application to the Metropolitan Transportation Commission (MTC) for $523,000 in funding assigned to MTC for programming discretion, which includes federal funding administered by the Federal Highway Administration (FHWA) and federal or state funding administered by the California Transportation Commission (CTC) such as Surface Transportation Block Grant Program (STP) funding, Congestion Mitigation and Air Quality Improvement Program (CMAQ) funding, Carbon Reduction Program (CRP) funding, Transportation Alternatives (TA) setaside/Active Transportation Program (ATP) funding, and Regional Transportation Improvement Program (RTIP) funding (herein collectively referred to as REGIONAL DISCRETIONARY FUNDING) for the City of San Carlos/San Mateo County Regional EV Charging Project (herein referred to as PROJECT) for the 2024 Climate Program Implementation Grants: Charging Infrastructure Program (herein referred to as PROGRAM); and WHEREAS, the United States Congress from time to time enacts and amends legislation to provide funding for various transportation needs and programs, (collectively, the FEDERAL TRANSPORTATION ACT) including, but not limited to the Surface Transportation Block Grant Program (STP) (23 U.S.C. § 133), the Congestion Mitigation and Air Quality Improvement Program (CMAQ) (23 U.S.C. § 149), the Carbon Reduction Program (CRP) (23 U.S.C. § 175), and the Transportation Alternatives (TA) set-aside (23 U.S.C. § 133); and WHEREAS, state statutes, including California Streets and Highways Code §182.6, §182.7, and §2381(a)(1), and California Government Code §14527, provide various funding programs for the programming discretion of the Metropolitan Planning Organization (MPO) and the Regional Transportation Planning Agency (RTPA); and WHEREAS, pursuant to the FEDERAL TRANSPORTATION ACT, and any regulations promulgated thereunder, eligible project sponsors wishing to receive federal or state funds for a regionally-significant project shall submit an application first with the appropriate MPO, or RTPA, as applicable, for review and inclusion in the federal Transportation Improvement Program (TIP); and
WHEREAS, MTC is the MPO and RTPA for the nine counties of the San Francisco Bay region; and
WHEREAS, MTC has adopted a Regional Project Funding Delivery Policy (MTC Resolution No. 3606, revised) that sets out procedures governing the application and use of REGIONAL DISCRETIONARY FUNDING; and
WHEREAS, APPLICANT is an eligible sponsor for REGIONAL DISCRETIONARY FUNDING; and

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WHEREAS, as part of the application for REGIONAL DISCRETIONARY FUNDING, MTC requires a resolution adopted by the responsible implementing agency stating the following:
• the commitment of any required matching funds; and
• that the sponsor understands that the REGIONAL DISCRETIONARY FUNDING is fixed at the programmed amount, and therefore any cost increase cannot be expected to be funded with additional REGIONAL DISCRETIONARY FUNDING; and • that the PROJECT will comply with the procedures, delivery milestones and funding deadlines specified in the Regional Project Funding Delivery Policy (MTC Resolution No. 3606, revised); and
• the assurance of the sponsor to complete the PROJECT as described in the application, subject to environmental clearance, and if approved, as included in MTC's federal Transportation Improvement Program (TIP); and
• that the PROJECT will have adequate staffing resources to deliver and complete the PROJECT within the schedule submitted with the project application; and • that the PROJECT will comply with all project-specific requirements as set forth in the PROGRAM; and
• that APPLICANT has assigned, and will maintain a single point of contact for all FHWA- and CTC-funded transportation projects to coordinate within the agency and with the respective County Transportation Agency (CTA), MTC, Caltrans, FHWA, and CTC on all communications, inquires or issues that may arise during the federal programming and delivery process for all FHWA- and CTC-funded transportation and transit projects implemented by APPLICANT; and
• in the case of a transit project, the PROJECT will comply with MTC Resolution No. 3866, revised, which sets forth the requirements of MTC’s Transit Coordination Implementation Plan to more efficiently deliver transit projects in the region; and • in the case of a highway project, the PROJECT will comply with MTC Resolution No. 4104, which sets forth MTC’s Traffic Operations System (TOS) Policy to install and activate TOS elements on new major freeway projects; and • in the case of an RTIP project, state law requires PROJECT be included in a local congestion management plan, or be consistent with the capital improvement program adopted pursuant to MTC’s funding agreement with the County Transportation Agency (CTA); and
WHEREAS, that APPLICANT is authorized to submit an application for REGIONAL DISCRETIONARY FUNDING for the PROJECT; and
WHEREAS, there is no legal impediment to APPLICANT making applications for the funds; and
WHEREAS, there is no pending or threatened litigation that might in any way adversely affect the proposed PROJECT, or the ability of APPLICANT to deliver such PROJECT; and WHEREAS, APPLICANT authorizes its Executive Director, General Manager, or designee to execute and file an application with MTC for REGIONAL DISCRETIONARY FUNDING for the PROJECT as referenced in this resolution; and WHEREAS, MTC requires that a copy of this resolution be transmitted to the MTC in conjunction with the filing of the application.

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NOW, THEREFORE BE IT RESOLVED, that the APPLICANT is authorized to execute and file an application for funding for the PROJECT for REGIONAL DISCRETIONARY FUNDING under the FEDERAL TRANSPORTATION ACT or continued funding; and be it further RESOLVED that APPLICANT will provide any required matching funds; and be it further RESOLVED that APPLICANT understands that the REGIONAL DISCRETIONARY FUNDING for the project is fixed at the MTC approved programmed amount, and that any cost increases must be funded by the APPLICANT from other funds, and that APPLICANT does not expect any cost increases to be funded with additional REGIONAL DISCRETIONARY FUNDING; and be it further
RESOLVED that APPLICANT understands the funding deadlines associated with these funds and will comply with the provisions and requirements of the Regional Project Funding Delivery Policy (MTC Resolution No. 3606, revised) and APPLICANT has, and will retain the expertise, knowledge and resources necessary to deliver federally-funded transportation and transit projects, and has assigned, and will maintain a single point of contact for all FHWA- and CTC-funded transportation projects to coordinate within the agency and with the respective County Transportation Agency (CTA), MTC, Caltrans, FHWA, and CTC on all communications, inquires or issues that may arise during the federal programming and delivery process for all FHWA- and CTC-funded transportation and transit projects implemented by APPLICANT; and be it further
RESOLVED that PROJECT will be implemented as described in the complete application and in this resolution, subject to environmental clearance, and, if approved, for the amount approved by MTC and programmed in the federal TIP; and be it further RESOLVED that APPLICANT has reviewed the PROJECT and has adequate staffing resources to deliver and complete the PROJECT within the schedule submitted with the project application; and be it further
RESOLVED that PROJECT will comply with the requirements as set forth in MTC programming guidelines and project selection procedures for the PROGRAM; and be it further RESOLVED that, in the case of a transit project, APPLICANT agrees to comply with the requirements of MTC’s Transit Coordination Implementation Plan as set forth in MTC Resolution No. 3866, revised; and be it further
RESOLVED that, in the case of a highway project, APPLICANT agrees to comply with the requirements of MTC’s Traffic Operations System (TOS) Policy as set forth in MTC Resolution No. 4104; and be it further
RESOLVED that, in the case of an RTIP project, PROJECT is included in a local congestion management plan, or is consistent with the capital improvement program adopted pursuant to MTC’s funding agreement with the County Transportation Agency (CTA); and be it further
RESOLVED that APPLICANT is an eligible sponsor of REGIONAL DISCRETIONARY

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FUNDING funded projects; and be it further
RESOLVED that APPLICANT is authorized to submit an application for REGIONAL DISCRETIONARY FUNDING for the PROJECT; and be it further RESOLVED that there is no legal impediment to APPLICANT making applications for the funds; and be it further
RESOLVED that there is no pending or threatened litigation that might in any way adversely affect the proposed PROJECT, or the ability of APPLICANT to deliver such PROJECT; and be it further
RESOLVED that APPLICANT authorizes its Executive Director, General Manager, City Manager, or designee to execute and file an application with MTC for REGIONAL DISCRETIONARY FUNDING for the PROJECT as referenced in this resolution; and be it further RESOLVED that a copy of this resolution will be transmitted to the MTC in conjunction with the filing of the application; and be it further
RESOLVED that the MTC is requested to support the application for the PROJECT described in the resolution, and if approved, to include the PROJECT in MTC's federal TIP upon submittal by the project sponsor for TIP programming.
* * * * *
I, City Clerk Crystal Mui, hereby certify that the foregoing Resolution was duly and regularly passed and adopted by the City Council of the City of San Carlos at a scheduled meeting thereof held on the 23rd day of June, 2025, by the following vote:
________________________________
CITY CLERK of the City of San Carlos
APPROVED:
___________________________
MAYOR of the City of San Carlos
AYES, COUNCILMEMBERS:

NOES, COUNCILMEMBERS:

ABSENT, COUNCILMEMBERS:

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2024 CLIMATE PROGRAM IMPLEMENTATION GRANTS
Charging Infrastructure Program Application Form

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Overview
The Metropolitan Transportation Commission (MTC) invites eligible Bay Area public agencies to submit project proposals to one or more of the following grant programs:

1. Regional Mobility Hubs

2. Parking Management

3. Charging Infrastructure

4. Active Transportation Capital Design Technical Assistance This is the application for the Charging Infrastructure Program. The Bay Area Charging Infrastructure Grant Program is part of MTC’s Transportation Electrification Initiative to expand access to clean mobility options and associated charging infrastructure across the Bay Area. MTC is seeking projects for the acquisition and installation of publicly accessible charging stations for electric vehicles (EVs) and/or electric mobility devices (bikes, scooters, assistive mobility devices, etc.).

Proposals should demonstrate strong readiness and must directly lead to the implementation of publicly accessible charging infrastructure.

Refer to the grant guide for more information.

Grant application due Friday, December 20, 2024 at 4:00p.m.

Application Form Instructions
• Provide the application form in Word format
• Submit application to James Choe at [email protected] with following email subject line: “JURISDICTION NAME 2024 Charging Infrastructure Application” • MTC staff will review the application information for eligibility and completeness of information provided
Overview Question
Application Overview
Climate Program
Implementation Grant
Selection
Indicate the program(s) for which you are submitting an application(s):
☐ Regional Mobility Hubs
☐ Parking Management
☒ Charging Infrastructure Program
☐ Active Transportation Capital Design Technical Assistance Please complete the relevant form for each program you are applying to.

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Charging Infrastructure Program Application Form

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Charging Infrastructure Application Form
Applicant Information
Q1. Project Sponsor – primary grant recipient
must be an eligible applicant
City of San Carlos
Quinne Woolley
[email protected]
650-802-4212
Q2. Partners – list all internal agency
departments and external partners that will be
involved with the various phases of
implementation, maintenance, and operations.
(Add rows as needed)
Peninsula Clean Energy, Rafael Reyes,
[email protected]
City of Half Moon Bay, Helen Wolter and Matthew Nichols, [email protected] and [email protected]
Town of Portola Valley, Corie Stocker-Pedalino,
[email protected]
City of East Palo Alto, Humza Javed, [email protected] San Mateo County, Avana Andrade, [email protected]
Q3. Project Title City of San Carlos, San Mateo County Regional EV Charging: Scaling Accessible and Sustainable Solutions
Q4. Project Description – provide a brief
summary of the proposed project, including the
project location and the number and types of
charging infrastructure (one paragraph
recommended).

The San Mateo County Regional EV Charging Project will include the installation of publicly accessible electric vehicle (EV) charging stations across East Palo Alto, San Carlos, Half Moon Bay, and Portola Valley to support the County's transition to zero-emission transportation. This application represents an individual that is a part of a coordinated, county-wide approach. A total of 66 publicly available charging stations will be deployed across the county, including 62 Level 2 Chargers and 4 DC Fast Chargers (DCFC), at strategically selected locations. Our strategic siting prioritizes areas near multi-unit housing (MUH), transit-oriented communities (TOCs), and neighborhood hubs such as community centers, parks, and small business districts to address infrastructure gaps for residents, commuters, and visitors. By focusing on equitable access, particularly for renters and residents without home charging options, the Project promotes sustainable mobility while supporting regional decarbonization goals. Additionally, the collaborative approach to this project will maximize impact while minimizing administrative burdens. Although participating jurisdictions are submitting separate individual proposals, if awarded, they will be implemented in coordination. This will streamline procurement and deployment, reducing administrative costs and ensuring widespread EV infrastructure coverage.

Need and Benefits (30 Points)
Q5. Project Need and Goals – describe how the
project addresses a need identified in a plan,
policy, or study and helps meet state, local, or
program goals, particularly equity goals. To the
extent possible, describe:
• Purpose and need for the project
The San Mateo County Regional EV Charging Project is designed to expand access to publicly accessible EV charging stations across East Palo Alto, San Carlos, Half Moon Bay, and Portola Valley, propelling San Mateo County’s transition to zero-emission mobility forward as the region prepares for the future. Peninsula Clean Energy (PCE), San Mateo County’s community choice aggregator,

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• Alignment with Plan Bay Area 2050 and
associated regional policies and programs,
including MTC’s climate, transportation, and
housing initiatives
• Alignment with the program goals to
advance clean mobility options, accelerate
the electrification transition, promote
equitable access, and support innovative
solutions
• Alignment with local plans and goals
• Plan, policy, or study identifying the need or
purpose for the project
• Quantitative descriptions of need based on
analysis or research
Email supporting evidence (e.g., location
analysis or planning analysis) as part of the
supplemental materials packet described in
question Q24.
estimates that with business-as-usual growth of EV infrastructure, San Mateo County will fall short by approximately 20,000 chargers, when including MUH, public and work charging sites, and by approximately 100 DCFCs through 2035. The need for additional publicly accessible charging, especially in proximity to MUH, is extensive. By addressing critical gaps in EV infrastructure, this Project directly supports regional and programmatic goals while prioritizing equity and innovative solutions such as curbside EV charging and DCFC which can be a solution to MUH EV charging challenges.

The San Mateo County Regional EV Charging Project will contribute to helping the State of California meet its aggressive climate action goals (Senate Bill 32) of cutting emissions to 40% below 1990 levels by 2030 and achieving statewide carbon neutrality by 2045.

Promoting the shift to EVs by means of charging infrastructure development will help the state achieve its clean transportation goals including Executive Order N-79-20’s requirement to phase out gas powered vehicle sales by 2045.

Purpose and Need for the Project
The Project will deliver 66 publicly accessible EV charging stations (62 Level 2 and 4 DCFC), or 98 EV charging ports, at key locations across the county. By prioritizing installation at MUH sites, the Project seeks to address barriers to EV adoption, including limited access to home charging for renters and residents in densely populated neighborhoods. By siting chargers near affordable housing and TOCs, this Project will directly support equitable access to clean mobility options and contribute to the region’s greenhouse gas (GHG) reduction targets. Additionally, by prioritizing sites that were identified by communities and local government decision makers, this project will ensure EV infrastructure access in San Mateo is not solely driven by private market drivers.

Alignment with Plan Bay Area 2050, Regional Policies and Programs
The Project aligns with Plan Bay Area 2050 by expanding EV infrastructure to reduce transportation-related GHG emissions, improve air quality, and enhance mobility equity. By focusing on communities that have been designated as disadvantaged
communities by Senate Bill (SB) 535 as well as high-density housing areas, the County is advancing regional goals to confirm that all residents, regardless of income or housing type, can benefit from clean mobility options. Key contributions include:
• Supporting the regional transition to EVs by addressing infrastructure gaps in MUH-dense areas.
• Improving air quality and reducing exposure to vehicle emissions in CalEnviroScreen-designated disadvantaged
communities (SB 535).

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Alignment with Program Goals
The Project directly supports the Metropolitan Transportation Commission’s (MTC) Charging Infrastructure Program goals:
• Promoting Clean Mobility Options: By prioritizing MUH and underserved areas, the Project will provide residents who lack access to home charging opportunities to adopt EVs and transition to clean transportation.
• Advancing Equity: Strategically sited chargers in EquityPriority-Communities (EPCs) will bridge the infrastructure gap for renters, low-income households, and residents in dense urban environments.
• Accelerating Electrification: The Project enables largescale EV adoption by providing accessible and reliable charging infrastructure in locations that are currently lacking, but have high demand, such as EPCs, TOCs, and
MUH sites.
• Supporting Innovative Solutions: The Project integrates advanced charger management systems and future-proof
technology to maximize efficiency and long-term value.

The regional approach of this Project will also allow for lower administrative costs as one procurement process,
managed by the county, will facilitate installation at
multiple sites across several cities within the County.

Alignment with Local Plans and Goals
Equitable EV adoption and infrastructure development is a key strategy for the County of San Mateo and its member cities to meet the GHG emissions reduction targets established by SB32. The County and participating jurisdictions include EV adoption as a focal point in their climate action plans and housing strategies. The Project supports the County’s Community Climate Action Plan (CCAP) by contributing to regional decarbonization goals. It also aligns with local initiatives, such as East Palo Alto’s Climate Action Plan, which sets goals to increase EV charging stations, and San Carlos’ Climate Mitigation and Adaptation Plan, which identified a need to increase public EV charging. By collaborating with cities to identify high-impact locations, these investments directly address community needs. Through the Regionally Integrated Climate Action Planning Support Program (RICAPS) the County has been working collaboratively with each city to identify the ideal charging systems and sites to increase EV adoption within the County in an equitable manner.

Identified Needs in Relevant Plans and Studies
• Equitable Access: Residents of MUHs often face significant barriers to EV adoption due to the lack of home charging options due to lack of infrastructure. This Project targets these gaps by prioritizing chargers in multifamily and

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affordable housing areas by prioritizing DCFC located near priority locations as well as utilizing curbside charging. • Public Demand: Increasing EV ownership in the Bay Area has created a demand for accessible charging in public and residential areas, especially in transit-oriented and
downtown districts.

Quantitative Descriptions of Need
The deployment of 66 chargers will provide critical infrastructure to meet the growing demand for EV charging, enabling the County to support an anticipated increase in EV ownership. With Level 2 and DCFC chargers strategically placed in MUH-dense areas, EPCs, and TOCs, the Project is expected to reduce thousands of metric tons of CO2-equivalent emissions (CO2e) annually by accelerating the transition to EVs. Additionally, nearly 50% of countywide emissions were from transportation in 2021, making the transition to EVs a critical step in achieving the state’s GHG emissions reduction targets of 40% below 1990 levels by 2030.

Q6. Project Benefits – describe the anticipated
outcomes and benefits. To the extent possible,
include:
• Quantitative outcomes (e.g., anticipated
usage, users, number of charging events per
day, etc.)
• Estimate of the project’s daily CO2
reductions with explanation of calculation
and assumptions (applicants may use their
own calculations or the following formula:

GHG (tons) = 0.004309 * number of chargers *
estimated number of charging events per
charger per day)
• Qualitative benefits
• Note: Quantitative descriptions of need and
project benefits based on analysis and
research are preferred
The San Mateo County Regional EV Charging Project will deliver measurable environmental and equity-focused benefits, reducing GHG emissions, increasing accessibility to EV infrastructure, and advancing the region’s sustainable transportation.

Quantitative Outcomes in San Mateo County
• Number and Types of Chargers:
o 34 single-port 7.6kW Level 2 Chargers, ideal for
curbside and residential locations.
o 28 dual-port 19.2kW Level 2 Chargers, capable of
serving two vehicles simultaneously.
o 4 dual-port 160kW DC Fast Chargers, designed for
quick charging (20-60 minutes per session),
making them suitable for high-turnover locations.
• Anticipated Usage, Users, and Events Per Day:
o Single-port 7.6kW Level 2 Chargers: ~68
charging events per day (2 events per charger, 34
chargers total). Based on the following
assumptions:
▪ Chargers in curbside or residential
settings (e.g., near MUHs and EPCs like
Sacramento St or Arnold Way) are likely
to see longer session times and lower
turnover.
▪ Sites near downtown areas or transit
hubs (e.g., Walnut St) may experience
higher turnover due to mixed use by
residents and commuters.
o Dual-port 19.2kW Level 2 Chargers: ~168
charging events per day (6 events per charger; 3
events per port, 28 chargers total). Based on the
following assumptions:

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▪ Chargers at City Hall, Senior Centers,
Wheeler Plaza Garage, and Clark Plaza
serve high-traffic areas or TOCs, likely to
experience moderate-to-high daily usage.
▪ Community-Centric Locations (e.g.,
Canada Cove or Portola Valley Town
Center) may see moderate usage,
reflecting residential and local
community needs.
o Dual-port 160kW DC Fast Chargers: ~44
charging events per day (11 events per charger;

5.5 per port, 4 chargers total). Based on the
following assumptions:
▪ Chargers near downtown Half Moon Bay
or commercial hubs like Johnston St and
Church St are expected to support short,
high-turnover charging sessions.
▪ 5-6 events per charger, reflecting high
turnover for fast-charging locations near
commercial or high-traffic areas.
• Total Estimated CO2 Reduction:
o Daily CO2 Reduction: 1.21 tons/day
o Annual CO2 Reduction: 440.38 tons/year
▪ Calculations based on provided formula:

GHG (tons) = 0.004309 × number of
chargers × estimated number of charging
events per charger per day)
Quantitative Outcomes in San Carlos
• Number and Types of Chargers:
o 18 total chargers:
▪ 9 single-port 7.6kW Level 2 Chargers
▪ 9 dual-port 19.2kW Level 2 Chargers
• Estimated CO2 Reduction:
o Daily CO2 Reduction: 0.31 tons/day
o Annual CO2 Reduction: 113.24 tons/year
▪ L2 Single-Port (9 chargers): = 0.004309 × 9
× 2 = 0.004309 × 18 = 0.077562 tons/day
▪ L2 Dual-Port (9 chargers): = 0.004309 × 9 ×
6 = 0.004309 × 54 = 0.232686 tons/day
▪ San Carlos Total Daily: 0.077562 +

0.232686 = 0.310248 tons/day
▪ San Carlos Total Annual: 0.310248× 365 =
113.24052 tons/year
Qualitative Benefits
• Economic Accessibility: By prioritizing curbside and MUH locations, the Project reduces barriers to EV adoption for renters and low-income households.
• Improved Quality of Life: Reduction of noise pollution.

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• Air Quality Improvements: Reduction of tailpipe
emissions in high-density and disadvantaged
neighborhoods improves public health outcomes,
particularly for children and vulnerable populations.
• Community Mobility: Publicly accessible chargers
enhance convenience for local residents, visitors, and
commuters, especially in areas with limited private parking or charging options.
• Resilient Infrastructure: Future-proofed chargers with smart load management result in operational efficiency
and adaptability to evolving EV technologies. These
chargers also help reduce strain on the grid by limiting peak demand (DCFC).
• Catalyst for Future Improvements: One of the major
challenges for increasing EV adoption is range anxiety and a visible lack of charging options. By expanding charging in the region, consumers will feel more comfortable making the leap to EV, which will result in more chargers being built by both public and private entities.

Q7. Advancing Equity – describe the benefits
of the project to underserved or equity priority
communities (e.g., benefits to low-wage
workers, multifamily residences, communities
with particularly limited access to charging,
rural communities, communities lacking access
to affordable clean mobility options,
communities with disproportionate motor
vehicle pollution burden, communities
historically lacking in funding or other support,
etc.)
The San Mateo County Regional EV Charging Project is designed to reduce barriers to clean mobility for underserved individuals living or working in the county’s EPCs and for renters who are currently challenged with finding a reliable place to charge EVs. By installing publicly accessible chargers in strategic locations, the Project expands access to affordable, clean transportation for residents, employees, and visitors, addressing economic and environmental disparities. Sites selected for charger deployment in this Project serve both residents, workers, and commuters, ensuring
infrastructure is accessible to a broad spectrum of users, including those without dedicated parking spaces.

Benefits to MUH and Affordable Housing Residents
• Limited Access to Home Charging: Many MUH residents,
particularly in East Palo Alto and San Carlos, lack access to private garages or driveways for at-home EV charging. By installing publicly accessible curbside and Level 2 Chargers near high-density MUHs, the Project reduces barriers to EV adoption for the region, with a focus on low-income
renters.
• Affordable Transportation: Transitioning to EVs reduces the financial burden of fuel costs for residents, offering a cleaner, lower-cost alternative to gasoline-powered
vehicles. This aligns with regional equity goals to improve economic mobility for disadvantaged populations.

Providing chargers in these locations removes one of the hurdles for disadvantaged communities to gain the
benefits of EVs. While upfront costs of EVs can be higher, lifecycle costs are often lower and when paired with EV incentives for new and used EV’s, these chargers will help decrease the initial hurdles for EV ownership.

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Equity Benefits for Workers in and Around the Target Areas • Support for Low-Wage Workers and Commuters: Many
individuals working in service, retail, or caregiving roles in wealthier communities like San Carlos, Half Moon Bay, and Portola Valley commute from lower-income areas with
limited access to EV infrastructure. By providing public chargers near employment hubs, such as downtown
shopping districts (San Carlos and Half Moon Bay), the
Project enables workers to transition to EVs, reducing
transportation costs and exposure to fluctuating fuel
prices.
• Improved Work Environments: Reduced vehicle
emissions from EV adoption in areas like Half Moon Bay’s downtown will lead to improved air quality, benefiting
outdoor workers, such as landscapers, delivery drivers, and public service employees.

Addressing Pollution Burdens
• CalEnviroScreen Insights: Areas like East Palo Alto
(particularly census tracts 6081611900 and 6081612000)
rank high on CalEnviroScreen 4.0 for pollution exposure, particularly from NOx emissions, particulate matter
(PM2.5), and diesel exhaust due to proximity to major
traffic corridors (e.g., Highway 101). This Project will help mitigate these impacts by enabling greater EV adoption, reducing tailpipe emissions, and improving local air
quality.
• Air Quality and Health Benefits: By replacing fossil fuel powered internal combustion engine vehicles with EVs in high-pollution areas, the Project improves air quality and supports reductions in NOx and particulate matter, directly benefiting communities disproportionately affected by
traffic-related health risks such as asthma and
cardiovascular disease.

Design (25 Points)
Q8. Locations and Chargers –
list the following for each
project location:
• Location address (or
description) and property
owner
• Number and power level
(kW) of chargers by type to
be installed
(Add rows as needed)
Address: 737
Walnut St,
San Carlos,
CA 94070
Owner: **See
Note**
3 singleport 7.6
kW L2
Charger
s
• Curbside Charger
• Located nearby MUHs in
Downtown San Carlos.
• TOC Policy Area: Transit
Service Tier 3.

Address: 777
Walnut St,
San Carlos,
CA 94070
Owner: **See
Note**
3 singleport 7.6
kW L2
Charger
s
• Curbside Charger
• Located nearby MUHs in
Downtown San Carlos.
• TOC Policy Area: Transit
Service Tier 3.

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Address: 657
Walnut St,
San Carlos,
CA 94070
Owner: **See
Note**
3 singleport 7.6
kW L2
Charger
s
• Curbside Charger
• Located nearby MUHs in
Downtown San Carlos.
• TOC Policy Area: Transit
Service Tier 3.

Address: 651
Walnut St,
San Carlos,
CA 94070
Description:

Wheeler
Plaza Garage,
2nd floor.

Owner: City
of San Carlos
5 dualport

19.2kW
L2
Charger
s
• TOC Policy Area: Transit
Service Tier 3.
• Publicly accessible garage
located near the
downtown block,
frequently used by visitors
(shoppers, restaurantgoers) who stay for an hour
or longer.
• 2 hour parking from 7am to
6pm except Sunday and
holidays.
• There are currently no
restrictions on overnight
parking at Wheeler, but
that is subject to change in
the future. As of right now,
however, there are no
plans to change those
restrictions.

Address:

Western 700
Block of
Laurel St, San
Carlos, CA
94070
(behind 700,
716, 722, 730,
736, 760, 780,
782, and 796
Laurel St)
Description:

Clark Plaza
parking lot at
Laurel St and
Olive St,
behind the
Bank of
America.

Owner: City
of San Carlos
4 dualport

19.2kW
L2
Charger
s
• TOC Policy Area: Transit
Service Tier 3.
• Publicly accessible parking
lot located near the
downtown block,
frequently used by visitors
(shoppers, restaurantgoers) who stay for an hour
or longer.
• 3 hour parking from 7am to
6pm except Sunday and
holidays.
• There are currently no
restrictions on overnight
parking at Clark Plaza, but
that is subject to change in
the future. As of right now,
however, there are no
plans to change those
restrictions.
**See Note** Specific owners will be identified as a part of the contract for installation of the curbside chargers. Sites will be within ½ mile radius of the address identified in this table, and ideally within a ¼ mile radius. The selected contractor

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(selected through a competitive bidding process) will be responsible for identifying property owners within the appropriate distance from these addresses who are willing to participate and have a curbside L2 charger installed behind their meter.

Q9. Public Accessibility – confirm that all
project chargers will be publicly accessible. If
locations or chargers are partially accessible,
describe the restrictions (e.g., parking lot
operating hours).

All sites to be installed under this Project will be publicly accessible without any constraints, with following exceptions:
• 651 Walnut St, San Carlos, CA 94070:
o 2 hour parking from 7am to 6pm except Sunday
and holidays.
o There are currently no restrictions on overnight
parking at Wheeler Plaza, but that is subject to
change in the future. As of right now, however,
there are no plans to change those restrictions.
• Western 700 Block of Laurel St, San Carlos, CA 94070
o 3 hour parking from 7am to 6pm except Sunday
and holidays.
o There are currently no restrictions on overnight
parking at Clark Plaza, but that is subject to
change in the future. As of right now, however,
there are no plans to change those restrictions.

Q10. Project Design – describe any project
design details, industry standards, or best
practices that will be applied to the project to
maximize utilization and usability and minimize
risks (e.g., vehicle and equipment
interoperability, charging connector type,
charging network interoperability, equipment
communication protocol, forwardcompatibility, payment options, wayfinding, safety measures, vandalism mitigation, etc.).

Our Project design for EV charging infrastructure is built from the needs of our community and grounded in best practices, industry standards, and innovative approaches to maximize utilization, enhance usability, and minimize risks. The following design considerations will result in the multijurisdictional Project’s success:

Integration with Planning Documents
The design will be informed by existing local planning documents to align with regional goals and priorities. This confirms the infrastructure meets local needs and promotes coordinated development.

Curbside Charging Program
We are introducing an innovative curbside charger program to enhance accessibility and affordability. This program builds on successful pilots in other U.S. cities, such as Alameda, and incorporates key features like behind-the-meter installs that connect chargers directly to adjacent properties’ electrical systems, significantly reducing installation costs by eliminating the need for extensive trenching and grid upgrades. Curbside chargers also provide charging options for residents without private driveways or garages, addressing a critical gap in EV infrastructure for renters and urban dwellers.

Industry Standards, Best Practices, and Future Proofing The Project will adhere to the highest industry standards and best practices. Universal charging connectors, such as SAE J1772 and CCS, will provide compatibility with a wide range of EV models.

Chargers will be integrated into open networks, allowing users to access them via multiple platforms and payment apps. To establish

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forward-compatibility and seamless integration with future technologies, equipment will support Open Charge Point Protocol (OCPP), an open-source communication standard that allows EV charging stations to communicate with each other and with central management systems.

Usability Enhancements
To maximize user convenience, the Project will incorporate contactless payment methods, including credit cards and mobile wallets. Clear signage and mobile app integration will help users locate chargers easily. Installations will include adequate lighting, visibility, and protective barriers to provide user safety.

Risk Mitigation Measures
Strategies to minimize risks include using durable materials and tamper-resistant designs to protect chargers from vandalism.

Additionally, chargers will be designed to accommodate
advancements in EV technology, such as higher charging speeds and next-generation vehicles.

Q11. Operations & Maintenance – describe
the plan for the project’s ongoing operations
and maintenance to the extent known.

Considerations include:
• Establishing an uptime target and approach
for achieving that target
• Identifying operations and maintenance
activities, cost estimates, and responsible
parties
• Identifying funds to replace/fix components
that are vandalized, broken, or otherwise
rendered inoperable
• Determining third-party service agreements,
cost sharing, etc.

To establish the long-term success and reliability of the EV charging infrastructure, the Project Manager will implement a
comprehensive operations and maintenance (O&M) plan that addresses uptime targets, maintenance activities, cost
management, accountability, and potential third-party service agreements to provide the sustainability and accessibility of the charging network. The following elements will guide our approach:

Uptime Target and Achievement Strategy
Contracts with private entities, established through a competitive bidding process, will set a minimum uptime target of at least 90- 95% for all installed chargers. To achieve this:
• We will require bidders to demonstrate a proven track record of maintaining high uptime rates for similar EV
infrastructure, preferably within the San Francisco Bay Area.
• Contractors will be obligated to provide a clear strategy for addressing common operational issues and maintaining
uptime, including response times for repairs and proactive maintenance schedules.
• Contractors must establish clear communication channels for individuals to report inoperable chargers.
• Regular performance audits will be conducted to establish compliance with uptime targets, with potential penalties for non-compliance.

Operations and Maintenance Activities
Ongoing O&M activities will be the responsibility of contracted service providers and will include:
• Routine inspections and servicing of the chargers to
prevent downtime and provide optimal functionality.

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• Software updates to maintain compatibility with evolving EV standards (including newly approved legislation such as AB-2697’s network roaming standards) and improve user
experience.
• Rapid response to repair requests to minimize downtime, with specific timelines defined in service agreements (e.g., repairs within 48 hours of issue identification).
• Periodic replacement or upgrading of components to keep the chargers aligned with evolving technology standards.

Cost Estimates and Responsible Parties
The cost of standard operations and maintenance for the first three years, and ideally up to five years, are included in the Project budget. These costs will be detailed in contractor agreements and may include:
• Labor costs for standard inspections, repairs, and
maintenance.
• Replacement parts for damaged or worn-out components
within warranty.
• Software licensing or subscription fees, if applicable.

Private contractors selected through the bidding process will be primarily responsible for executing O&M activities. The Project Manager will oversee contractor performance to enforce adherence to contractual obligations.

Funding for Component Replacement and Repairs
To address potential issues such as vandalism, accidental damage, or other causes of inoperability:
• Revenue-Backed Fund: A dedicated repair and
replacement fund will be established, funded using a
portion of the revenue generated from electricity sales at the chargers.
• Warranty Utilization: Repairs and replacements covered under warranty will be prioritized, with the dedicated fund supplementing gaps in coverage.
• Contingency Allocation: Additional contingency funds may be allocated during the budgeting phase to cover
unforeseen expenses.

Third-Party Service Agreements and Cost Sharing
We will explore third-party service agreements with established EV charger network operators to further enhance reliability and reduce operational risks. These agreements may include:
• Revenue-sharing models to offset O&M costs.
• Comprehensive service packages that cover all aspects of charger management, including customer support and
data analytics.

By adopting this robust operations and maintenance plan, the Project aims to provide EV chargers in San Mateo County remain

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San Carlos City CouncilJune 23, 2025

San Carlos City Council
June 23, 2025