Agenda packet — San Mateo City Council, January 13, 2025 (part 1 of 2)

CITY OF SAN MATEO
City Council Regular Meeting
January 13, 2025
7:00 PM
City Hall Council Chamber
Entrance is on O’Farrell Street

COUNCIL MEMBERS
Robert Newsom Jr.

Adam Loraine
Nicole Fernandez
Danielle Cwirko-Godycki
Lisa Diaz Nash
AGENDA
THIS MEETING CAN BE ATTENDED IN PERSON OR REMOTE BY JOINING ZOOM – SEE CODES BELOW.

PUBLIC COMMENTS WILL BE ACCEPTED BOTH IN PERSON AND REMOTEL Y.

SEE END OF AGENDA FOR OPTIONS AND INSTRUCTIONS ON HOW TO PARTICIPATE IN THE MEETING.

To join via Zoom – click here:

January 13, 2025
To join via telephone: (408) 638-0968
Webinar ID: 813 4253 9369 Passcode: 846835
The City Council meeting will conclude by 11:00 p.m. unless otherwise extended by council vote.

Any unheard items will automatically move forward to the next regular meeting.

CALL TO ORDER
Pledge of Allegiance
Roll Call
AB 2449 Requests and Consideration for Meeting Participation by Teleconference due to Just Cause or Emergency Circumstances

CEREMONIAL

1. Holiday Decorating Award for Small Business – Presentation

2. Commendatory Resolutions – Carolyn Shavel, Angela Sakkos, and Mike Allen.

CONSENT CALENDAR
All matters listed under the Consent Calendar are considered by the Council to be routine and will be enacted by one motion without discussion. If discussion is desired, that item may be removed and considered separately.

3. City Council Meeting Minutes — Approval
Approve the special and regular minutes of the City Council meetings of November 18, 2024, and the regular minutes of the City Council meeting on December 9, 2024.

CEQA: This minutes approval is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

4. City Council 2025 Regular Meeting Calendar — Adoption Approve an amendment to the City Council Regular Meeting schedule for the calendar year 2025.

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CEQA: This administrative action is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

5. Fund Reservation Agreement for Fleet Electric Vehicle Charging Infrastructure — Approval Approve three Fund Reservation Agreements with Peninsula Clean Energy for the City to receive up to $270,000 to offset the expense of the installation of electric vehicle chargers at three City facilities for fleet charging.

CEQA: Entering into a fund reservation agreement is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (CEQA Guidelines Section 15378(b)(4).)

6. Construction Special Inspection Services for the Clean Water Program — Amendment Approve Amendment No. 5 to the professional services agreement with Signet Testing Laboratories, Inc. for as- needed construction special inspection services for various Clean Water Program projects to increase the agreement by $150,000, for a total revised agreement amount of $2,700,000; and authorize the Public Works Director to execute the amendment in substantially the form presented and issue project-specific task orders under the agreement.

CEQA: The City prepared a Final Programmatic Environmental Impact Report (Final PEIR) in accordance with the California Environmental Quality Act (CEQA) (SCH No. 2015032006). The PEIR was certified by Council on June 6, 2016. In accordance with CEQA, the Final PEIR serves as the primary environmental compliance document for implementation of the Clean Water Program. The City prepared Addenda to the Final PEIR that were approved on July 16, 2018 (Addendum 1) and April 15, 2019 (Addendum 2). This work is within the scope of the project evaluated in the PEIR and Addendum

7. Sale of Water-Filled Barriers — Authorization
Authorize the City Manager to execute a sales contract allowing for the sale of 310 used water-filled barriers by the City to Marina Landscape, Inc. for a total price of $38,750.

CEQA: This Council action is exempt from CEQA review under the “common sense” exemption because it can be seen with certainty that there is no possibility that the sale of 310 used water-filled barriers may have a significant effect on the environment. CEQA Guidelines Section 15061(b)(3).)

8. Basin C Sanitary Sewer Rehabilitation Project — Agreement Award an agreement to Westland Contractors, Inc. for the Basin C Sanitary Sewer Rehabilitation Project in an amount not to exceed $5,953,822; establish a contingency in the amount of $900,000; and authorize the Public Works Director to execute the agreement in substantially the form presented and issue change orders within the contingency amount.

CEQA: The work addressed by this administrative report is being undertaken to support the Clean Water Program.

This project is subject to the requirements of the California Environmental Quality Act (CEQA), the general components of which are included as part of the Final Programmatic Environmental Impact Report (Final PEIR) (SCH No. 201532006) that was prepared for the Clean Water Program. The Final PEIR was certified by City Council on June 6, 2016. The City prepared Addenda to the Final PEIR that was approved on July 16, 2018 (Addendum 1) and April 15, 2019 (Addendum 2). This work is within the scope of the Project evaluated in the PEIR and Addendum.

9. Police Department and Parks and Recreation — Classification Updates

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Adopt a Resolution to approve the job specification revisions and a salary range increase for the Police Digital Forensic Specialist based on a classification analysis and to approve the revised job specifications for the Landscape Laborer and Landscape Maintenance Worker I/II to reflect a flexible staffed series pursuant to the recent MOU agreement.

CEQA: This classification update is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment.(CEQA Guidelines Section 15378(b)(4).)

10. San Mateo Adult and Career Education Recreation Instruction Services — Agreement Approve an agreement with San Mateo Union High School District for Recreation Services facilitated by San Mateo Adult and Career Education in an amount not to exceed $25,000, for a term from January 6, 2025, through June 30, 2026, and authorize the Parks and Recreation Director to execute the agreement in substantially the form presented.

CEQA: This agreement is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b) (5).)

PUBLIC COMMENT
Members of the public wishing to comment on any item not appearing on the agenda may address the City Council at this time. State law prevents Council from taking action on any matter not on the agenda; your comments may be referred to staff for follow up.

Public comment is limited to a total of 15 minutes; however, an opportunity for additional public comment may be provided later in the agenda.

OLD BUSINESS

11. Third Avenue and South Norfolk Street Intersection Modification Project — Appropriation, Budget Transfers, and Agreement
Adopt a Resolution authorizing an appropriation of $200,000 from the City’s Measure A funds, and budget transfers of $65,000 from the Traffic Signal Video Detection Replacement Project and $40,000 from the Bike San Mateo Program Project to the Community Development Block Grant Projects project budget in the Capital Project Fund; approve an agreement with Liffey Electric, Inc. for construction of the 3rd Avenue and South Norfolk Street Intersection Modification Project in the amount of $1,298,745; establish a contingency reserve in the amount of $200,000; and authorize the Public Works Director to execute the agreement in substantially the form presented and issue change orders as allowed by the contract documents and within the contingency amount.

CEQA: This Project is categorically exempt from CEQA as an “existing facility,” because it consists of the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of existing or former use. (CEQA Guidelines Section 15301.)

PUBLIC HEARING
City Council action on the following public hearing(s) represents a final decision concluding all administrative proceedings. Judicial review may be had only if a petition is filed with the Court not later than the 90th day following the date the decision is made.

Judicial review of environmental determinations may be subject to a time period for litigation as short as 30 days following the date the decision is made.

12. Solid Waste 2025 Rate Setting and Proposition 218 Notification —Approval

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Provide direction on proposed increases to residential and commercial solid waste rates and commercial organics collection rates and authorize staff to mail a Proposition 218 Notification to all property taxpayers proposing a not-to-exceed increase in solid waste, recycling, and compost collection rates for 2025.

CEQA: This action by the City in setting the maximum rates to be charged by Recology San Mateo County relates to funding an on-going solid waste collection service and is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (CEQA Guidelines Section 15378(b)(4).)

13. New Construction Reach Codes for the 2022 Code Cycle — Ordinance Introduction Introduce an Ordinance to amend the San Mateo Municipal Code Chapter 23.24 "Energy Code" and Chapter

23.70 "Green Building Code" to require enhanced energy performance for new construction, repeal unenforceable measures of the City's current reach codes, and make a minor edit to the City's electric-readiness requirements.

CEQA: In accordance with CEQA Guidelines Section 15308, this action to adopt reach codes and amend the Energy Code and Green Building Code is categorically exempt from CEQA as an action by a regulatory agency for the protection of the environment, because reach codes are intended to reduce greenhouse gas emissions.

NEW BUSINESS

14. City Council Appointments to External Agencies and Liaison Roles — Approval Review and provide direction on the 2025 appointments to external agencies, organizations, and liaison roles; consider and approve the final appointments and liaisons list.

CEQA: This appointment review is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

REPORTS AND ANNOUNCEMENTS
City Manager, City Attorney and Council Members report on their various assignments and liaison roles and Council requests for scheduling future items.

ADJOURNMENT
----------------------------------------------------------------------------------------------------------------------------- AGENDAS:

Agendas and material are posted on the City’s website on the Friday preceding each Council Meeting and can be viewed on the City's website at
www.cityofsanmateo.org
. Any supplemental material distributed to the Council after the posting of the agenda will be made part of the official record.

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PUBLIC COMMENTS/REQUEST TO SPEAK
Prior to the Meeting
Send comments to:
[email protected]
until 4 p.m. the day of the meeting.

During the meeting
By Zoom:

Click the link at the top of the agenda and you’ll be added to the meeting. All attendees are muted by default. When the item of interest

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is open for consideration, select the “Raise Your Hand” icon and you will be called on at the appropriate time.

By telephone:

Call (408) 638-0968 and enter the conference ID found at the top of the meeting agenda. When the item of interest is open for consideration, select *9 to raise your hand. When called upon, press *6 to unmute, state your name and provide your comments.

In Person:

At the meeting complete a “Request to Speak” form, submit a request at the speaker kiosk or scan the QR code.

ACCESSIBILITY:

In compliance with the Americans with Disabilities Act, those with disabilities requiring special accommodations to participate in this meeting may contact the City Clerk’s Office at (650) 522-7040 or [email protected]
. Notification 48 hours prior to the meeting will
enable the City to make reasonable arrangements to ensure accessibility to this meeting.

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 3 Section Name: CONSENT CALENDAR Account Number: 10-1511 File ID: 25-9541 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: City Clerk's Office
MEETING DATE: January 13, 2025
SUBJECT:

City Council Meeting Minutes — Approval
RECOMMENDATION:

Approve the special and regular minutes of the City Council meetings of November 18, 2024, and the regular minutes of the City Council meeting on December 9, 2024.

BUDGET IMPACT:

There is no budgetary impact associated with this minutes approval.

ENVIRONMENTAL DETERMINATION:

This minutes approval is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 - Minutes 2024-11-18 Special
Att 2 - Minutes 2024-11-18 Regular
Att 3 - Minutes 2024-12-09 Regular

STAFF CONTACT
Martin McTaggart, City Clerk
[email protected]
(650) 522-7044

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City Council Special Meeting Minutes – 11/18/2024 Page 1 1 1
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6 COUNCIL MEMBERS
Lisa Diaz Nash, Mayor
Rob Newsom Jr., Deputy Mayor
Rich Hedges
Amourence Lee
Adam Loraine

CITY OF SAN MATEO
Special Meeting Minutes
City Council
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org

November 18, 2024
City Hall Council Chambers 5:30 PM
Special Meeting
CALL TO ORDER at 5:30 p.m.

Roll Call

Present: Mayor Diaz Nash, Deputy Mayor Newsom, Council Members: Hedges, Lee, and Loraine AB 2449 Requests and Considerations for Meeting Participation by Teleconference due to Just Cause or Emergency Circumstances – there were no requests.

CLOSED SESSION
Following the opportunity for public comment, there were no speakers, the City Council convened into Closed Session at 5:31 p.m. to consider:

1. Conference with Legal Counsel - Anticipated Litigation Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Section 54956.9: (one case) Existing facts and circumstances: IRS proposed administrative penalty re: filing of information returns Council reconvened at 5:42 p.m.

STUDY SESSION

2. Review of City Pools: Current Status, Assessments, and Future Plans Joanne Magrini, Director, Parks and Recreation, and Matt Fabry, Director, Public Works, gave the presentation.

Public Comment – Lisa Tealer emphasized the need for a comprehensive investment in the MLK Center, not just the pool. Advocated for a revitalized community hub for North Central San Mateo. Dr. Charles Hanson highlighted the King Center's potential to become a vibrant hub for families and seniors. Urged investment in broader upgrades to align with community needs.

Questions and Comments from Council.

Council consensus was provided in support of: Emergency Repairs: authorization of $500,000 allocation from reserves for repairs to Joinville and MLK pools; Scoping Study: approval of $200,000 for scoping upgrades to Joinville Pool for continued operation until 2040; and 3. Community Engagement: Approval of $200,000 to initiate the visioning process for MLK Pool and its development.

ADJOURNMENT –The meeting adjourned at 6:40 p.m.

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City Council Special Meeting Minutes – 11/18/2024 Page 2 1 1
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6 APPROVED BY: SUBMITTED BY:

Rob Newsom, Jr., Mayor Martin McTaggart, City Clerk

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City Council Regular Meeting Minutes – 11/18/2024 Page 1 1 1
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7 COUNCIL MEMBERS
Lisa Diaz Nash, Mayor
Rob Newsom Jr., Deputy Mayor
Rich Hedges
Amourence Lee
Adam Loraine

CITY OF SAN MATEO
Regular Meeting Minutes
City Council Meeting
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
November 18, 2024
City Hall Council Chambers 7:00 PM
Regular Meeting
CALL TO ORDER at 7:00 p.m.

Pledge of Allegiance
Roll Call

CEREMONIAL

1. “I Voted” Sticker Design Competition Winners – Recognition – Generation Voter Members Justin Wong, Joshua Koo, Jessica Rowe, Andrew Huang, and Charlie Wong gave a presentation and recognized age group winners who submitted designs for voter participation: Winona, Alex, Aries and Joaquin, and Maddie.

2. Mayor’s Quarterly Hero Award – Recognition - Pamela McCarthy-Hudson received the recognition

3. Small Business Saturday – Proclamation - Mackenzie Jakoubek, Executive Director, Downtown San Mateo Association; and Erica Wood, San Mateo Area Chamber of Commerce, President and CEO; received the proclamation

CONSENT CALENDAR
The following items, 4 through 5, 7, 9, and 11 through 18, were considered to be routine by the City Council. Items 6, 8, and 10 were removed to be considered separately. After the titles of the items were read by the City Clerk, the public was invited to comment and there was one speaker: Rich commented in favor of the yard waste ordinance. Motion passed 5-0.

Moved: Hedges, Seconded: Newsom
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

4. Gardening Waste — Ordinance Adoption
Adopt an Ordinance prohibiting gardening waste from being deposited into the public right of way.

Enactment: Ordinance No. 2024-09

5. Edward Byrne 2024 Justice Assistance Grant Program — Application Adopt a Resolution to approve the submittal of an application to the United States Department of Justice, Bureau of Justice Assistance, for the Edward Byrne Memorial Justice Assistance Grant Program for the 2024 local solicitation in the amount of $18,837; and if awarded, appropriate funds to the Police Grants Budget Program and authorize the Chief of Police to execute all required documents.

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7 Enactment: Resolution No. 101 (2024)

7. Wastewater Treatment Plant Transfer Pump Project — Agreement Approve an agreement with HDR Engineering, Inc. for professional design services for the Wastewater Treatment Plant Transfer Pump Project in the amount of $19,665; establish a contingency reserve of $2,000; and authorize the Public Works Director to execute the agreement in substantially the form presented and approve any amendments within the contingency amount.

9. Public Safety Data Sharing — Memorandum of Understanding Approve the Memorandum of Understanding with San Mateo County law enforcement agencies to provide a standardized approach and method of collection and sharing information within their electronic data systems; and authorize Chief of Police to execute the agreement in substantially the form presented.

11. Permanent Local Housing Allocation (PLHA) Grant Program — Budget Allocation Adopt a Resolution to appropriate $293,103 of Permanent Local Housing Allocation (PLHA) grant program funds into the fiscal year 2024-2025 operating budget.

Enactment: Resolution No. 102 (2024)

12. Professional Labor Relation Service — Agreement
Approve a three-year agreement with IEDA for professional labor relation services in the amount of $92,466 in year one, $96,624 in year two and $100,269 in year three for a cumulative total amount of $289,359.00.

13. Parking Enforcement Services - Amendment
Adopt a Resolution to appropriate $55,000 to the Police Department’s 2024-25 operating budget; Approve Amendment No. 2 to the agreement with LAZ Parking for Citywide parking enforcement services in the amount of $1,464,506 for a new agreement total of an amount not to exceed $6,271,726; and authorize the Chief of Police to execute the amendment in substantially the form presented.

Enactment: Resolution No. 103 (2024)

14. Contracts with Contingency Component – Update
Receive a report on contingency fund expenditures for City contracts for the period from August 1, 2017, through June 30, 2024.

15. SB 1383 Recovered Organics Waste Procurement Services — Agreements and Amendment Approve agreements with the Resource Conservation Districts of Monterey and Santa Cruz Counties for SB 1383 recovered organics procurement services, each for one year at $100,000, with three optional one-year extensions totaling up to $400,000 per agreement. Approve Amendment No. 1 to the agreement with the Tuolumne County Resource Conservation District, increasing the total amount to $103,600, with three optional one-year extensions totaling up to $403,600. Authorize the City Manager to execute the agreements and amendment in substantially the form presented.

16. Wastewater Treatment Plant Biogas and Biosolids Evaluation — Agreement Award a professional consulting services agreement with Brown and Caldwell for the Wastewater Treatment Plant Biogas and Biosolids Evaluation in an amount not to exceed $1,249,180; establish a contingency reserve of $426,000; and authorize the Public Works Director to execute the agreement in substantially the form presented and execute any necessary amendments within the contingency amount.

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7 17. Public Works EV Street Sweeper — Purchase
Adopt a Resolution to approve an alternative purchasing procedure and approve a purchase contract with Terry Equipment, Inc. for the purchase of one new EV Street Sweeper in the amount of $884,403.88; establish a contingency reserve in the amount of $50,000; and authorize the Public Works Director to execute the purchase contract in substantially the form presented.

Enactment: Resolution No. 104 (2024)

18. Transportation Fund for Clean Air Grant — Grant Acceptance and Budget Appropriation Adopt a Resolution to accept and appropriate City/County Association of Governments of San Mateo County’s Transportation Fund for Clean Air (TFCA) Grant funding in the amount of $254,293.33 to the San Mateo EV Street Sweeper Replacement Project; approve the 2024-2025 TFCA Funding Agreement with the City/County Association of Governments; and authorize the City Manager to execute all required grant documents in substantially the form presented.

Enactment: Resolution No. 105 (2024)

END OF CONSENT CALENDAR

REMOVED FROM CONSENT CALENDAR

6. Police Department Patrol Vehicle — Purchase Contract Deputy Mayor Newsom pulled the item because it said that hybrid vehicles were not available and that the City’s initiative is to move towards hybrid and alternative fuel. He found out that hybrids will be available in six to eight weeks, so he would like to table this item until a later date.

City Manager Khojikian explained the process for receiving the hybrids which would be a year away and due to the need to replace vehicles sooner, staff has moved forward with the gasoline purchase. The Police Department actually needs thirteen vehicles but are only asking for seven because of the availability of hybrid vehicles in the future.

Public Comment – there were no speakers.

Motion to Adopt a Resolution to approve an alternative purchasing procedure and approve a contract with Nicholas K Corporation DBA the Ford Store San Leandro for the purchase of seven (7) new 2025 Ford Police Interceptor Utility vehicles, for a total purchase amount of $413,061.18; establish a contingency reserve in the amount of $45,000; and authorize the Public Works Director to execute the agreement in substantially the form presented and issue change orders within the contingency amount. Motion passed 5-0.

Moved: Hedges, Seconded: Loraine
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

Enactment: Resolution No. 106 (2024)

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7 8. Art in Public Places Annual Report, Renewal of Civic Arts Committee, and Reappointment of Committee Members – Approval
Council Member Lee pulled this item to express appreciation for the City of San Mateo’s Civic Arts Committee and to propose time limits for committee members to give others an opportunity to serve.

City Attorney Rasiah answered Council questions and recommended approval and to provide direction to staff to look into this in the future.

Public Comment – there were no speakers.

Motion to Approve the Art in Public Places Annual Reports for 2023 and 2024; renew the Civic Arts Committee for two years; and reappoint the current Civic Arts Committee members. Motion passed 5-0.

Moved: Hedges, Seconded: Diaz Nash
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

10. 1900 O’Farrell Street Office Space Lease — Amendment Council Member Lee pulled this item to commend the City Manager for the fantastic job he did renegotiation the City’s commercial lease terms for the City Plaza and would like Council to consider empowering him with the authority to hire a commercial broker to seek future land acquisition opportunities.

City Attorney Rasiah City Manager Khojikian answered Council questions.

Council discussed exploring future RFPs for commercial property acquisitions for city use.

Public Comment – there were no speakers.

Motion to Approve the third amendment to the office lease agreement with Woodstock Development, Inc. for office space in Suites 320 and 325 at 1900 O’Farrell Street, extending the term for an additional five years with two optional five-year extensions at a base rent amount of $1,938,237.96 for the initial five-year term; and authorize the City Manager to execute the amendment in substantially the form presented.

Motion passed 5-0.

Moved: Loraine, Seconded: Hedges
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

PUBLIC COMMENT
Dave Deasy expressed frustration with Crown Castle and wireless facilities; Dennis Boguse expressed concerns relating to train noise; Laurie Hietter commented in support of the Baywood Historic District designation; Connie Weise informed the City has had an historic district in San Mateo since 1993 within Hayward Park Glazenwood and that a survey conducted of the historical designation indicated most respondents acknowledge the importance and benefits of such and were happy with the process and results; Tom Lease spoke in support of historical designation; Yiwi Tang Tang expressed her gratitude for passing the 5G ordinance by Council and City staff; and Michael Reagan spoke about the 101 Corridor Connect contest and wants to encourage the City to participate.

Joe Bondy-Denomy is concerned with street safety and recommended a speed bump, stop sign or crosswalk at the intersection of 28th and Sunset Terrace to protect pedestrians; Taso Zografos announced the application for Gramercy-

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7 Mounds El Cerrito to become a designated historic district; Henry Savage spoke regarding concerns relating to train horn noise.

City Manager commented on the Cal Train issues and provided an update.

OLD BUSINESS

19. Wireless Communication Facilities in the Public Right of Way Update - Ordinance Introduction and Policy Approval Jay Yu, Engineering Manager; and Jason Hallare, Senior Engineer, gave the presentation.

Public Comment
Diana Dominguez spoke in opposition to cell towers being put up before approval; Bill Wardell expressed health concerns related to 5G facilities; Bridget Doherty thanked Council; Bernard Brand wants the City to control installation of 5G and limit radiation; Jen Kilroy grateful for actions already done and requested help in having a cell tower relocated; Robert Kiss encouraged Council to adopt the ordinance but there are still 21 illegal towers he wants handled; Dominic Giovanneth wants the cell towers already in place to be removed; Dr. Vikash supports the 300 feet allowance but would prefer 500 feet; Josh Burns supports the proposed changes; Kelly Ryerson concerned with the $565 cost to appeal and cancel the master license with Crown Castle; Irina Mavridis thanked staff and Council for the work so far but frustrated that it is taking so long because there are ways to maximize restrictions and want Council to listen to Ariel Strauss; Martin Elliott stated the need to tweak application fees, need to indicate as prohibited not as restricted, and lower appeal fees. Organized presentation led by Ariel Strauss with proposed additional changes. Jeremy Stoup, a municipal engagement partner with Verizon Wireless, stated he believes this ordinance would create a prohibition of service.

Council asked questions of staff and made comments.

City Attorney Rasiah and City Manager Khojikian provided answers.

Motion to Introduce an Ordinance to amend San Mateo Municipal Code (SMMC) Chapter 17.10 "Wireless Communications Facilities in the Public Right-Of-Way;" and adopt a Resolution approving a City Council Policy establishing procedural and substantive rules for small wireless facilities in the public right-of-way. Motion passed 5-0.

Moved: Newsom, Seconded: Hedges
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

Enactment: Resolution No. 107 (2024)
Council recessed from 8:15 p.m. to 8:20 p.m.

20. Senior Advisory Commission – Ordinance Introduction Joanne Magrini, Director, Parks and Recreation, gave the presentation.

Public Comment – Ellen Wang hopes the name change will expand the commission’s role regarding senior matters in other commissions.

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7 Motion to Introduce an Ordinance to amend San Mateo Municipal Code Chapter 2.29 “Senior Citizens Commission” to change its name to “Senior Advisory Commission” and make other miscellaneous revisions.

Motion passed 5-0.

Moved: Lee, Seconded: Loraine
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None
Motion to extend meeting to 11:45. Motion passed 5-0.

Moved: Newsom, Seconded: Diaz Nash
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

21. Wet Weather Preparations - Update
Matt Fabry, Public Works Director, gave the presentation.

Public Comment – There were no speakers.

Council commented and asked questions. City Manager also provided answers.

NEW BUSINESS

22. City Manager, City Attorney, Department Head and Deputy Director Compensation Plan - Amendment Alex Khojikian, City Manager, gave the presentation.

Public Comment – There were no speakers.

Council commented and asked questions. Abby Veeser, Deputy Director, also provided answers.

Motion to Adopt a Resolution to amend the Compensation Plan to: 1) increase salary ranges for City Attorney, City Manager, Department Heads, and Deputy Directors 2) increase executive leave to 80 hours for Department Heads and 3) adjust the deferred compensation and retirement health savings account (RHSA) language for the City Manager, City Attorney, Department Heads and Deputy Directors. Motion passed 5-0.

Moved: Lee, Seconded: Hedges
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

Enactment: Resolution No. 108 (2024)

REPORTS AND ANNOUNCEMENTS
City Manager, City Attorney and Council Members reported on their various assignments and liaison roles and noted past and future events. Council member Hedges complimented the Police Department personnel for their work especially their kindness towards people. Council Member Hedges proposed a resolution in support the investigation into the San Mateo County Sherrif’s Department. The proposed resolution did not receive a consensus of support.

ADJOURNMENT –The meeting adjourned at 11:24 p.m.

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City Council Regular Meeting Minutes – 11/18/2024 Page 7 1 1
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7 APPROVED BY: SUBMITTED BY:

Rober Newsom, Jr., Mayor Martin McTaggart, City Clerk

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0 COUNCIL MEMBERS
Lisa Diaz Nash, Mayor
Rob Newsom Jr., Deputy Mayor
Rich Hedges
Amourence Lee
Adam Loraine

CITY OF SAN MATEO
Regular Meeting Minutes
City Council Meeting
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
December 9, 2024
City Hall Council Chambers 7:00 PM
Regular Meeting
CALL TO ORDER at 7:00 p.m.

Pledge of Allegiance led by San Mateo Eagle Scouts, Troop 42.

Roll Call

CONSENT CALENDAR
The following items, 1 through 17, and 20 through 24, were considered to be routine by the City Council. Item 18 was removed by staff for future consideration. Items 19 and 25 were removed to be considered separately. After the titles of the items were read by the City Clerk, the public was invited to comment and there were no speakers. Motion passed 5-0.

Moved: Loraine, Seconded: Newsom
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

1. City Council Meeting Minutes - Approval
Approve the special and regular minutes of the City Council meetings of October 21 and November 4, and the special minutes of the City Council meeting of October 29.

2. Senior Advisory Commission - Ordinance Adoption
Adopt an Ordinance to amend San Mateo Municipal Code Chapter 2.29 "Senior Citizens Commission" to change its name to "Senior Advisory Commission" and make other miscellaneous revisions.

Enactment: Ordinance No. 2024-11

3. Legislative Management Software — Agreement
Adopt a Resolution to approve an alternative purchasing procedure and approve an agreement with Granicus, LLC for legislative management software solutions for $144,839.06; authorize a contingency reserve of $14,483.91, for a total amount not-to-exceed $159,322.97 over three years; and authorize the City Clerk to execute the agreement in substantially the form presented.

Enactment: Resolution No. 109 (2024)

4. General Municipal Election November 5, 2024 - Certification of Results Adopt a Resolution to declare the results of the General Municipal Election held on November 5, 2024, as presented in the Certificate and Statement of Results of Vote Cast for the City of San Mateo.

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0 Enactment: Resolution No. 110 (2024)

5. San Mateo County Gun Relinquishment Task Force — Amendment Approve an Amendment to the agreement with the County of San Mateo to maintain the assignment of one Police Officer to the Gun Relinquishment Task Force by extending the term for two years through November 20, 2026 and increasing the amount reimbursable to the City by $600,000 for a new total amount of $1,300,000; and ratify the execution of the agreement.

6. California Department of Justice Tobacco Grant– Grant Acceptance, Appropriation, and Backfill Officer Assignment
Adopt a Resolution to accept grant funds in the amount of $651,800 from the State of California Department of Justice, Tobacco Grant Program; appropriate $102,600 of the grant funds to the Police Departments 2024-25 Budget; authorize the Chief of Police to execute the Memorandum of Understanding with the California Department of Justice and all other necessary grant documents; authorize the addition of 1.00 Full-Time Equivalent Police Officer position for the three-year duration of the grant period; and amend the adopted fiscal year 2024-25 budget.

Enactment: Resolution No. 111 (2024)

7. San Mateo Building Decarbonization Strategy — Agreement Amendment Adopt a Resolution appropriating $10,000 in funding and approve Amendment No. 1 to the agreement with Rincon Consultants, Inc. for a term extension and to increase compensation by an amount of $10,000 for a new agreement total of $125,600; and authorize the City Manager to execute the amendment.

Enactment: Resolution No. 112 (2024)

8. Peninsula Clean Energy (PCE) Member Agency Grant — Agreement Adopt a Resolution to accept grant funds in the amount of $1,406,718 from Peninsula Clean Energy (PCE) for the implementation of clean energy projects and to appropriate the grant funds to the applicable capital improvement program projects and various operating funds; approve the PCE Member Agency Grant Agreement; and authorize the City Manager to execute all required documentation to receive the funds.

Enactment: Resolution No. 113 (2024)

9. Peninsula Clean Energy Solar and Storage on Public Buildings Program - Updated Power Purchase Agreement Approve an agreement with Peninsula Clean Energy (PCE) for a Power Purchase Agreement (PPA) to procure, install, operate, and maintain a solar photovoltaic system at the Beresford Park parking lot; and authorize the City Manager to execute the agreement in substantially the form presented and to execute any amendments necessary to implement the solar photovoltaic system.

10. Metropolitan Transportation Commission Housing Incentive Pool Grants – Resolutions Adopt a resolution to file an application with the Metropolitan Transportation Commission for Housing Incentive Pool Grants and adopt a resolution to comply with State Housing Laws.

Enactment: Resolution Nos. 114 and 115 (2024)

11. Serra Yellow Cab, Inc. Agreement — Amendment No. 2
Approve a Resolution for the appropriation of Amendment No. 2 to the agreement with Serra Yellow Cab, Inc. in the amount of $150,000, resulting in a new contract total of $300,000 for the Senior Get Around Transportation

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0 Program for Fiscal Year (FY) 24-25; and authorize the Director of Parks and Recreation to execute the amendment in substantially the form presented.

Enactment: Resolution No. 116 (2024)

12. Edgewater Isle Master Association, Inc. Recreational Vehicle Storage Real Property Lease Agreement Extension – Amendment No. 4
Approve Amendment No. 4 to the agreement for Lease of Real Property for recreational vehicle storage with Edgewater Isle Master Association, Inc. to extend the agreement an additional ten years, from January 1, 2025, to December 31, 2034, update to the rental rate to account for annual adjustments for CPI, update contact information, and add a required temporary vacation provision for the property to accommodate the City’s needed use of the property for City projects; and authorize the City Manager to execute Amendment No. 4 in substantially the form presented.

13. Axon Master Services and Purchasing Agreement — Approval Approve a Master Services and Purchasing agreement with Axon Enterprise, Inc., for hardware, software and services for the Police Department for a five year term with an automatic renewal clause for an additional five year term in the cumulative amount of $7,350,052.13; authorize the Chief of Police to execute the agreement in substantially the form presented; approve a contingency reserve of $100,000 and authorize the Chief of Police to issue change orders within that reserve of up to $50,000 cumulatively; authorize the City Manager to issue change orders within that reserve in excess of $50,000 but not to exceed $100,000 cumulatively; and adopt a resolution to authorize the use of an alternative purchasing procedure in accordance with Municipal Code Section 3.60.070(h)(3).

Enactment: Resolution No. 117 (2024)

14. Fashion Island Boulevard/19th Avenue Class IV Bike Way Complete Streets - Appropriation and Memorandum of Understanding
Adopt a Resolution to appropriate $200,000 from the City’s Measure A funds to the US 101/92 Multi-Modal (Fashion Island Class IV Bike Lane) Project in the Capital Projects Fund; approve a Memorandum of Understanding (MOU) with San Mateo County Transportation Authority (SMCTA) for the Fashion Island Boulevard/19th Avenue Class IV Bikeway Complete Streets Project (Project) memorializing SMCTA as the implementation agency with a total contribution of $1,586,364, and the City as the Sponsor with contributing funds in the amount of $438,636 and delivering the environmental and design phase of the Project; and authorize the City Manager to execute the MOU in substantially the form presented.

Enactment: Resolution No. 118 (2024)

15. Department of Energy (DOE) Energy Efficiency and Conservation Block Grant (EECBG) Program – Grant Acceptance
Adopt a Resolution accepting grant funding in the amount of $155,720 from the Department of Energy (DOE) Energy Efficiency and Conservation Block Grant (EECBG) Program for the installation of electric vehicle charging infrastructure for City fleet and appropriating $155,720 to the Green Fleet Charging Infrastructure Project; approve the EECBG Program Special Terms and Conditions; and authorize the City Manager to execute required documentation to receive the grant funds.

Enactment: Resolution No. 119 (2024)

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0 16. 2000 S. Delaware Street Affordable Housing Project – Loan Documents, Regulatory Agreement, Ground Lease and Supplemental Appropriation
Adopt a Resolution appropriating $500,000 from the General Fund Housing Set-Aside to provide a loan to MP 2000 Delaware, LLC in the amount of $500,000 for the 2000 S. Delaware Street affordable housing project; approve an Amended and Restated Ground Lease and Regulatory Agreement restricting the units at 2000 South Delaware to households at specified income levels, and approve a Loan Agreement, a Deed of Trust, and a Promissory Note; and authorize the City Manager to execute all documents and make any appropriate changes that do not differ from the Term Sheet.

Enactment: Resolution No. 120 (2024)

17. Afterschool Enrichment Services for School Year 2024-2025 — Agreement Amendment No. 1 To approve Amendment No. 1 to the agreement with San Mateo Union High School District for afterschool enrichment services for Empowerment Through Action (ETA) Program in an amount of $17,000 for a new total not to exceed amount of $48,000 and authorize Parks and Recreation Director to execute the agreement in substantially the form presented.

18. Third Avenue and South Norfolk Street Intersection Modification Project – Appropriation, Budget Transfers, and Agreement. THIS ITEM HAS BEEN REMOVED FROM THE AGENDA FOR FUTURE CONSIDERATION Adopt a resolution authorizing an appropriation of $200,000 from the City’s Measure A funds, and budget transfers of $65,000 from the Traffic Signal Video Detection Replacement Project and $35,000 from the Bike San Mateo Program Project to the Community Development Block Grant Projects project budget in the Capital Project Fund; approve an agreement with Liffey Electric, Inc. for construction of the 3rd Avenue and South Norfolk Street Intersection Modification Project in the amount of $1,298,745; establish a contingency reserve in the amount of $200,000; and authorize the Public Works Director to execute the agreement in substantially the form presented and issue change orders as allowed by the contract documents and within the contingency amount.

20. New Beginnings Supportive Housing Project at 831 Monte Diablo Avenue — Agreement Authorize the City Manager to execute a Regulatory Agreement, Loan Agreement, Deed of Trust, and Promissory Note with Saint James Community Development Corporation for the New Beginnings Supportive Housing Project and to make any appropriate changes that do not differ from the terms previously approved by the City Council.

21. Police, Human Resources and Parks and Recreation Departments Classification Updates and Police Officers Association and Management Association Letters of Understanding - Approval Adopt a Resolution to approve: 1) reallocation of two vacant Dispatcher positions to two Senior Dispatcher positions in the Police Department, 2) job specification updates for the classification of Senior Dispatcher, 3) Letters of Understanding to provide a training premium for Dispatchers assigned as Lead Trainers, to acknowledge Dispatch Supervisors’ status change from exempt to non-exempt, and to increase the compensation for the Police Technical Services Administrator’s for covering a dispatch shift, 4) job specification and salary range for the new flexibly-staffed classification Human Resources Information Systems Analyst I-II, 5) elimination of 1.00 vacant Lead Teacher position in Parks and Recreation to increase two .75 Lead Teacher positions to two 1.00 FTE positions, 6) reallocation of a vacant Administrative Assistant to Administrative Technician, and 7) reallocation of a Senior Accounting Assistant to an Administrative Technician in the Parks and Recreation Department.

Enactment: Resolution No. 121 (2024)

22. Central Park Phase 1 Playground Improvements Project - Agreement Amendment No. 2 Approve Amendment No. 2 to the agreement with RRM Design Group (RRM) for additional scope of services for the Central Park Phase 1 Playground Improvements Project in the amount of $24,140, bringing the total

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0 agreement amount to $644,379; authorize a contingency fund in the amount of $10,000 for a contract total of $654,379; and authorize the Director of Parks and Recreation to execute the amendment in substantially the form presented and issue subsequent amendments to the agreement within the contingency.

23. Receipt and Use of Development Impact Fees, In-Lieu Fees, and Wastewater Capacity Charges – Annual Report Adopt a Resolution to make findings and accept the annual report on receipt and use of development impact fees, in-lieu fees, and wastewater capacity charges for the year ended June 30, 2024.

Enactment: Resolution No. 122 (2024)

24. San Mateo Police Sergeants’ Association - Memorandum of Understanding Changes Adopt a Resolution to amend the Memorandum of Understanding with the San Mateo Police Sergeants’ Association for a term through January 3, 2027.

Enactment: Resolution No. 123 (2024)

END OF CONSENT CALENDAR

REMOVED FROM CONSENT CALENDAR

19. Wireless Communication Facilities in the Public Right of Way Update — Ordinance Adoption Adopt an Ordinance to amend San Mateo Municipal Code (SMMC) Chapter 17.10 "Wireless Communications Facilities in the Public Right-Of-Way".

Public Comment – there were no speakers.

Motion to Adopt an Ordinance to amend San Mateo Municipal Code (SMMC) Chapter 17.10 "Wireless Communications Facilities in the Public Right-Of-Way". Motion passed 5-0.

Moved: Newsom, Seconded: Loraine
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine
Noes: None

Enactment: Ordinance No. 2024-12

25. King and Joinville Pools — Budget Appropriation
Adopt a Resolution to authorize a supplemental budget appropriation in the amount of $900,000 from the unassigned fund balance from the General Fund to the Capital Project Fund to address immediate- and long-term improvements and upgrades at the Joinville and Martin Luther King Jr. pool facilities.

Public Comment – there were no speakers.

Motion to Adopt a Resolution to authorize a supplemental budget appropriation in the amount of $900,000 from the unassigned fund balance from the General Fund to the Capital Project Fund to address immediate- and long- term improvements and upgrades at the Joinville and Martin Luther King Jr. pool facilities. Motion passed 5-0.

Moved: Hedges, Seconded: Diaz Nash
Ayes: Diaz Nash, Newsom, Hedges, Lee, and Loraine

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0 Noes: None

Enactment: Resolution No. 124 (2024)

PUBLIC COMMENT
Lindsay Raike, Kevin Simpson, and Michael expressed thanks to Lisa Diaz Nash for her service as Mayor, thanked the outgoing Council Members, and welcomed the new Council Members to their roles. Linda San Filpe spoke regarding Crown Castle’s application at 535 Clark Drive, Kelly Ryerson, Dr Vikash thanked Council for Wireless ordinance adoption.

Aaron Resendez and Gerardo Quintero spoke regarding the closing of the Yuppie Bar in San Mateo. Craig Wiesner highlighted initiatives to support the LGBTQIA+ community and requested the city promote the Pride Commission’s inclusion campaign. Derek Koh expressed concerns about increased train horn noise and inquired about the timeline for quiet zones. Allison McQueen advocated for safety improvements at 3rd and Norfolk Street and preserving bike lanes near San Mateo High School.

CEREMONIAL

26. Commendatory Resolution - Recognizing Lisa Diaz Nash for her term as Mayor Deputy Mayor Newsom presiding, Commendatory Resolution No. C-4 commending Lisa Diaz Nash for her term as Mayor in 2024 was read into the record. Council congratulates Diaz Nash on the many accomplishments in her year as Mayor. Gifts were presented to Lisa Diaz Nash from the City Council and the City to thank Lisa Diaz Nash and her family for their sacrifices this year while she served as Mayor.

Public comment was provided by Trina Pierce, Connie Weiss, Dave Cohen, Mason Fong, Gina Papan, and Raymond Diaz who expressed their thanks for Lisa Diaz Nash for her service as Mayor.

Mayor Diaz Nash provided her comments on the past year and thanked her family, friends and colleagues for their support.

27. Recognition of Outgoing Council Members
A) Adopt Commendatory Resolution for Council Member Amourence Lee for her five years of service as a Council Member and as Mayor in 2023.

City Clerk Martin McTaggart presented a slideshow of outgoing Council Members showing activities from their time of service.

Mayor Diaz Nash read and presented Commendatory Resolution No. C-5 to Council Member Amourence Lee for her five years of service as a Council Member and as Mayor in 2023. Council Member Lee provided personal comments and her council colleagues provided appreciation for her years of service.

Public comment: Samantha Weigel spoke on behalf of Congressman Kevin Mullin to thank for her leadership in San Mateo, words of thanks were also provided by Jordan Grimes, Teri Whitehair, Frank Elliot, and Robert Whitehair.

B) Adopt Commendatory Resolution for Council Member Rich Hedges for his two years of service as a Council Member.

Mayor Diaz Nash read and presented Commendatory Resolution No. C-6 to Council Member Rich Hedges for his two years of service as a Council Member. Council Member Hedges provided personal comments and his council colleagues provided appreciation for his years of service.

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0 Public comment was received and words of thanks were shared by Gina Papan. and Samantha Weigel representing Congressman Kevin Mullin, Linda Hedges, David Burruto, Jack Matthews, Dr. Vikash, Diane Papan, Trina Pierce, Michael Ragan, Julie Lind, Gene Alston

28. Oath of Office for Newly Elected Council Members
The City Clerk administered the oath of office to Council Member Fernandez and Council Member Cwirko – Godycki. Mayor Diaz Nash welcomed the newly sworn in members to their roles. The newly elected members thanked their supporters, family and the community for electing them to office.

Public comment was provided by Julia Mates, Cliff Robbins, Connie Weiss, Dave Cohen.

29. City Council Reorganization
City Clerk Martin McTaggart provided a presentation to the Council explaining the process for nominations and selection of the Mayor and Deputy Mayor, as well as the determination of the rotation for the newly elected members.

Public Comment: Sarah Fields, Jordan Grimes, Connie Weiss, and Dave Cohen thanked outgoing Council Members and congratulated the newly elected members. Jordan Grimes congratulated the newly elected Council Members.

Motion to nominate Rob Newsom as Mayor for 2024-25 term. Motion passed 5-0 Moved: Diaz Nash, Seconded: Fernandez
Ayes: Diaz Nash, Fernandez, Newsom, Loraine, Cwirko-Godycki Noes: None
Motion to nominate Adam Loraine as Deputy Mayor for 2024-25 term. Motion passed 5-0 Moved: Cwirko-Godycki, Seconded: Diaz Nash
Ayes: Cwirko-Godycki, Diaz Nash, Fernandez, Newsom, Loraine Noes: None
Motion to establish Council Member Fernandez as third in mayoral rotation and Council Member Cwirko-Godycki as fourth in mayoral rotation
Moved: Fernandez, Seconded: Cwirko-Godycki
Ayes: Fernandez, Cwirko-Godycki, Diaz Nash, Newsom, Loraine Noes: None
Mayor Rob Newsom Jr. provided his comments on the goals and challenges of the upcoming year and shared his vision for his year as Mayor.

ADJOURNMENT –The meeting adjourned in memory of Lois Almen Everett at 11:24 p.m.

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0 APPROVED BY: SUBMITTED BY:

Robert Newsom, Jr., Mayor Martin McTaggart, City Clerk

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 4 Section Name: CONSENT CALENDAR Account Number: 10-1511 File ID: 25-9544 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: City Clerk's Office
MEETING DATE: January 13, 2025
SUBJECT:

City Council 2025 Regular Meeting Calendar – Adoption
RECOMMENDATION:

Approve an amendment to the City Council Regular Meeting schedule for the calendar year 2025.

BACKGROUND:

Per the City Charter, regular City Council meetings are typically scheduled on the first and third Mondays of each month, with adjustments made to accommodate holidays and other conflicts. On October 7, 2024, the City Council adopted the 2025 Regular Meeting Calendar. However, the adopted calendar included an administrative error regarding the date of the second September meeting. The meeting was incorrectly rescheduled to September 22, which conflicts with Rosh Hashanah.

The proposed amendment to the 2025 Regular Meeting Calendar (Attachment 1) corrects this error by rescheduling the second September meeting to Monday, September 15, 2025, to avoid the conflict with Rosh Hashanah.

BUDGET IMPACT:

There is no budgetary impact associated with this administrative action.

ENVIRONMENTAL DETERMINATION:

This administrative action is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Proposed Regular Meeting Calendar for 2025

STAFF CONTACT
Martin McTaggart, City Clerk
[email protected]
(650) 522-7044

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2025 City Council Calendar of Regular Meetings
All meetings start at 7:00 p.m. and at this time are being held in a hybrid in-person/remote manner.

This is subject to change at some point in the future.
1 1
2 6
5 Day Date Notes
Monday January 13, 2025 (moved due to 2024 holiday period) Tuesday January 21, 2025 (moved because of Martin Luther King Jr. Day) Monday February 3, 2025
Tuesday February 18, 2025 (moved because of Presidents’ Day holiday) Monday March 3, 2025
Monday March 17, 2025
Monday April 7, 2025
Monday April 21, 2025
Monday May 5, 2025
Monday May 19, 2025
Monday June 2, 2025
Monday June 16, 2025
Monday July 7, 2025 Cancelled – regular holiday schedule Monday July 21, 2025
Monday August 4, 2025 Cancelled – regular holiday schedule Monday August 18, 2025
Tuesday September 2, 2025 (moved because of Labor Day holiday) Monday September 15, 2025
Monday October 6, 2025
Monday October 20, 2025
Monday November 3, 2025
Monday November 17, 2025
Monday December 1, 2025
Monday December 15, 2025 Cancelled – regular holiday schedule

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 5 Section Name: CONSENT CALENDAR Account Number: 10-1311 File ID: 24-9297 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: City Manager's Office
MEETING DATE: January 13, 2025
SUBJECT:

Fund Reservation Agreement for Fleet Electric Vehicle Charging Infrastructure - Approval RECOMMENDATION:

Approve three Fund Reservation Agreements with Peninsula Clean Energy (PCE) for the City to receive up to $270,000 to offset the expense of the installation of electric vehicle chargers at three City facilities for fleet charging.

BACKGROUND:

Peninsula Clean Energy (PCE) is a joint powers authority developed in 2016 to reduce greenhouse gas emissions by providing electricity from clean energy sources. The PCE Electric Vehicle (EV) Ready Program provides incentives for the installation of EV infrastructure at workplaces, multifamily buildings and government facilities for fleet charging. Cities are eligible for $5,000 per Level 2 port installed with a maximum of $90,000 per City facility.

To obtain the funds the City must execute a Fund Reservation Agreement, which serves as the grant agreement for the program. The terms of the program are outlined in the Program Standards and Requirements, which is included as Attachment 4 to this report. Staff have applied for funding for the installation of EV chargers at three City sites including City Hall, Corporation Yard, and Police Department. The three sites are all in the planning phase with the City Hall site being the furthest along. It is difficult to estimate project timelines since projects depend on PG&E for new services which can be a lengthy process.

At this time, staff recommends City Council approve three Fund Reservation Agreements for the installation of EV chargers at City Hall, Corp Yard, and Police Department with a maximum of $90,000 per site. Staff will return to City Council for acceptance and appropriation of the grant funds after project details are confirmed. The exact amount of grant funding will depend on the number of chargers installed at each site, which is determined by PG&E infrastructure capabilities and City site constraints.

BUDGET IMPACT:

There is no City contribution required to participate in the PCE EV Ready Program. Funding in the maximum amount of $270,000 will be provided by PCE through the PCE EV Ready Program. The exact amount of funding will depend on the number of chargers installed at City facilities with cities eligible for $5,000 per Level 2 port and a maximum of $90,000 per City facility. The acceptance and appropriation of the grant funds to Green Fleet Charging Infrastructure Project 46C003 will occur at a future City Council meeting once the final number of charging ports is determined for each project site.

ENVIRONMENTAL DETERMINATION:

Entering into a fund reservation agreement is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (CEQA Guidelines Section 15378(b)(4).)

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CITY OF SAN MATEO

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Fund Reservation Agreement - City Hall
Att 2 – Fund Reservation Agreement - Corporation Yard
Att 3 – Fund Reservation Agreement - Police Department
Att 4 – Program Standards and Requirements

STAFF CONTACT
Andrea Chow, Sustainability Analyst
[email protected]
(650) 522-7007

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2075 Woodside Road | Redwood City, CA | 94061 | 650.260.0005 | PenCleanEnergy.com V 1.14.25
Peninsula Clean Energy
Electric Vehicle Ready Program
Fund Reservation Agreement
Applicant First Name Andrea
Applicant Last Name Chow
Title Sustainability Analyst
Organization City of San Mateo
Email [email protected]
Phone Number 650-522-7007
Proposed Site Address 330 W. 20th AVENUE
City SAN MATEO
Zip Code 94403
Service Agreement ID (REDACTED)
Project ID PROJ-301024-14600
EV Charging Infrastructure Project Description:

Project Type EXISTING EMPLOYEE PARKING
Level 1 Outlets Level 2 Outlets Level 2 Charge Ports Make Ready Ports Submitted # Ports 0 0 18 0
Reserved Funds $0.00 $0.00 $90,000.00 $0.00
Panel Upgrade $0.00
Total Reserved Funds $90,000.00

Notes

Peninsula Clean Energy Authority (“PCEA”) cannot guarantee rebate funds beyond what was reserved nor can rebate funds exceed 100% of the total project costs. Final projects with less ports than projected will only receive rebates for installed ports, up to the amount reserved.

By signing below, the site owner (“Site Owner”) or, if the property is owned by a commercial or corporate entity, the representative of the ownership entity (“Owner Representative”) agrees to the “Electric Vehicle (EV) Ready Program” (“Program”) Terms & Conditions. If neither Site Owner nor Owner Representative executes the Agreement, the applicant (“Applicant”) certifies that a GovEV 90000.00

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Designated Applicant Assignment form was completed and submitted to PCEA to verify that the Site Owner or Owner Representative has designated the applicant (“Designated Applicant”) authority to represent the Site Owner in the Program and execute all legal agreements as required by the Program.

The undersigned here is the: Site Owner or Owner Representative OR Designated Applicant [DocuSign]
Peninsula Clean Energy EV Ready Program Terms and Conditions

1.ELIGIBILITY: Peninsula Clean Energy Authority offers a rebate to eligible PCEA customers or their designees (Applicant) installing EV Charging Infrastructure through the EV Ready Program. Applicants eligible to receive rebates under the Program must (1) abide by the terms and conditions listed herein; (2) have the EV charging port(s) metered through a PCEA account number; (3) comply with Program Standards and Requirements (“Program Requirements”) in Appendix A; (4) provide PCEA with Required Installation Verification Documents as specified in the Program Requirements upon completion of the project.

2.REBATE RESERVATION TERM AND AMOUNT: The amounts of the rebates for which qualifying projects are eligible are outlined in Program Requirements. Rebate funds are reserved upon execution of this Agreement up to the maximum amount identified in the Program Requirements based on the “EV Charging Infrastructure Project Description” (hereinafter, the Project, see page 1 above). The funds are reserved according to the Fund Reservation Period timelines outlined in the Program Requirements and any modifications to the timelines are at the discretion of PCEA. Rebates will be paid to eligible Rebate Recipient once installation is verified as complete by PCEA. The final amount of the rebates will be the actual eligible costs of verified EV Charging Infrastructure installed or the maximum amount reserved, whichever is less.

3.DISCRETION ON VERIFICATION: Determinations regarding verification pursuant to paragraph (1) and paragraph (2) of these Terms and Conditions, shall be determined at PCEA’s complete and exclusive discretion.

4.REBATE RECIPIENT: The Applicant may direct the rebate funds to any Rebate Recipient, who is a single vendor or service provider incurring costs for the Project up to the amount of documented costs incurred by that Rebate Recipient. The Rebate Recipient shall be identified in the Installation Verification Form submitted upon project completion to request disbursement of the rebate.

5.NO GUARANTEES: PCEA makes no guarantee, representations or warranties, expressed or implied, regarding the implementation or use of EV Charging Infrastructure and equipment purchased or installed pursuant to this PCEA Program.

Customer is solely responsible for any liability, legal or otherwise, arising from the installation, operation, and maintenance of its selected EV Charging Infrastructure.

6.EVSE PACKAGE: Upon approval of the Funds Reservation Agreement by PCEA, customer shall install, operate and maintain the number and type of the EVSE unit(s) (defined in Program Requirements), associated equipment, and signage as selected by Customer and approved by PCEA. Customer acknowledges that:

7.ADDITIONAL SERVICES FROM ELECTRIC VEHICLE SERVICE PROVIDER (EVSP): Separate and apart from the Funds Reservation Agreement and PCEA’s obligations under the Program, the EVSP may offer and contract directly with the Customer to provide any additional or complementary services, as long as these services do not interfere with the objectives of the Program. PCEA is not responsible for the costs of additional EVSP services or any cost related to operations Applicant Signature Date
Peninsula Clean Energy Representative Signature Title Date

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and maintenance of any additional EVSP services.

8.INSTALLATION OF EV CHARGING INFRASTRUCTURE: Customer is responsible for covering all upfront costs of the installation of the EV Charging Infrastructure. Upon completion of installation of the EV Charging Infrastructure, Site Owner understands it is responsible for the operation and maintenance of the EV charging port(s) installed.

9.CONTRACTOR REQUIREMENTS: All work performed on projects under this agreement shall be done by contractors who hold a valid California C-10 license. PCEA reserves the right to amend and change contractor requirements at any point during the program.

10.EV DRIVERS RIGHT TO ACCESS: Customer may limit the availability of the EV Charging Infrastructure to its employees or tenants. Under the Program, Customer may elect to make the EV Charging Infrastructure available for use by the general public. Customer shall not restrict access to use of the EV Charging Infrastructure for reasons including, but not limited to, race, color, religion, age, sex, national origin, ancestry, physical or mental disability, or any basis prohibited by applicable law.

11.APPLICABLE LAWS: Customer is solely responsible for ensuring that the EV Charging Infrastructure is installed and operated in compliance with all applicable local, state, and federal laws.

12.EV CHARGING PORT(S) OPERATION AND MAINTENANCE: Customer will pay all ongoing costs associated with the EV Charging Infrastructure. Customer shall maintain a consistent uptime for the EV Charging Port(s) installed. Customer shall maintain the common area immediately surrounding the EV Charging Infrastructure in good condition, ordinary wear and tear accepted, and will promptly notify PCEA of any problems it is aware of related to the EV Charging Infrastructure. Such maintenance by Customer of the immediately surrounding common areas shall include, but not be limited to, pavement maintenance. Customer shall promptly notify PCEA if Customer will no longer maintain the installed EV Charging Infrastructure and/or the installed EV Charging Infrastructure is being removed from Customer’s site. Uninterrupted service is not guaranteed, and Pacific Gas & Electric (PG&E) may interrupt service and access to the EV Charging Infrastructure when necessary to ensure safety or to perform maintenance as dictated by utility easement agreements and requirements.

13.PERMISSION TO USE DATA: For all EV Charging Infrastructure installed that are capable of collecting and reporting usage and utilization data, Site Owner agrees to allow PCEA and its authorized Contractors to access, collect, use, and report EV Charging Infrastructure usage and utilization data gathered as a part of the Program for use in regulatory reporting, ordinary business use, industry forums, case studies, or other similar activities, in accordance with applicable laws and regulations.

PCEA and its authorized Contractors shall have access to the EV Charging Infrastructure usage and utilization data indefinitely and in accordance with all applicable laws, including but not limited to PCEA privacy guidelines and relevant regulatory decisions.

14.DEMAND RESPONSE and LOAD SHAPING PROGRAMS: Customer agrees that PCEA may, at its discretion enroll all networked EV charging port(s) units installed under the Program in any future demand response, grid optimization, and/ or load shaping programs implemented by PCEA. Future load shaping program will, by design, not incur any additional costs or expenses to Customer. The load shaping program will aim to curtail energy usage for each charging port during a predefined period established by PCEA. These curtailments will be designed to minimally impact EV drivers that are charging during these times whenever possible. Customers will be provided an appropriate mechanism to opt-out before the program is implemented.

15.TAX LIABILITY and CREDITS: PCEA is not responsible for any taxes which may be imposed on Customer as a result of the rebates provided within the Program. Site Owners receiving incentives from either the Program and/or other regional organizations, including, but not limited to, the Bay Area Air Quality Management District, that have been facilitated through assistance from PCEA are required to designate their Low Carbon Fuel Standard (LCFS) credits to PCEA. Customer attests they are releasing their rights to report and claim credits in the LCFS and are designating credits in the LCFS to PCEA (FEIN 81-2708786) on an ongoing basis. Customer will inform third-party entities when necessary, including CARB, that the LCFS credits generated by their installed EVSE are designated to PCEA on an ongoing basis. Customer will provide the EVSE usage and electricity data to PCEA for LCFS reporting pursuant to CARB sections 95483.2(b)(8), 95491 and 95491.1.

Customer will provide PCEA with ongoing access to EV charging data through the use of a login to the online account and/or an application program interface (API), a dashboard with exportable data files, or other means to access the charging data.

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16.DISPUTES: Except where otherwise limited by law, PCEA reserves the right, at its sole discretion, to make final determinations regarding any disputed issues about the Program, including but not limited to eligibility and rebate amounts. In the event of a dispute that cannot be remedied by the parties, any court filings and/or proceedings shall be venued in San Mateo County, California. PCEA shall in no case be responsible for the legal costs of Site Owner and/or Designated Applicant.

17.PROGRAM CHANGES: PCEA reserves the right to change, modify, or terminate the Program at any time without any liability except as expressly stated herein. PCEA will honor all written commitments made in the Funds Reservation Agreement provided to Customers prior to the date of any change, modification or termination of this program, provided that project installations are fully completed within the timeframe specified within the Program Requirements.

18.PROGRAM EXPIRATION: The Program will expire upon the earliest to occur: (i) when funds are depleted or (ii) when the program is terminated by PCEA.

19.INDEMNIFICATION: Applicant agrees to indemnify, defend, and hold PCEA, its employees, officers, and agents, harmless from any and all liabilities including, but not limited to, litigation costs and attorney's fees arising from any and all claims and losses to anyone who may be injured or damaged by reason of Customer's negligence, recklessness or willful misconduct while participating in the PCEA Program.

20.ACKNOWLEDGEMENTS: Customer shall acknowledge PCEA as a funding source of the installed EV Charging Infrastructure each time Customer’s activities related to the EV Charging Infrastructure are published in any news media, press release, brochures, or other type of public communication or promotional material. The acknowledgement of PCEA’s support as a funding source, whether in whole or in part, shall include language such as: “Funding for [Customer Site Name]’s charging station(s) provided by Peninsula Clean Energy.” If Customer is receiving funding from multiple organizations, Customer may use one statement conforming to the format listed above and include all organizations from which funding is received.

PCEA also reserves the right to install stickers, signage, or other advertisement mechanism on the EV charging port(s) funded or facilitated by PCEA.

21.CUSTOMER DISCLOSURE AUTHORIZATION: By signing the Funds Reservation Agreement, Applicant confirms they are the authorized representative for the electric account holder identified in the Funds Reservation Agreement and authorized PCEA to disclose Customer’s account status and participation in the PCEA Program. If Applicant is not the authorized representative for the electric account holder identified in the Funds Reservation Agreement, the Applicant certifies that they have submitted a Third Party Designated Applicant Assignment Form to verify that the Site Owner has delegated authority to the Applicant to represent the Site Owner and execute the Funds Reservation Agreement.

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City SAN MATEO
Zip Code 94403
Service Agreement ID
Project ID
EV Charging Infrastructure Project Description:

Notes

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The undersigned here is the: Site Owner or Owner Representative OR Designated Applicant [DocuSign]
Peninsula Clean Energy EV Ready Program Terms and Conditions

Customer is solely responsible for any liability, legal or otherwise, arising from the installation, operation, and maintenance of its selected EV Charging Infrastructure.

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and maintenance of any additional EVSP services.

11.APPLICABLE LAWS: Customer is solely responsible for ensuring that the EV Charging Infrastructure is installed and operated in compliance with all applicable local, state, and federal laws.

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18.PROGRAM EXPIRATION: The Program will expire upon the earliest to occur: (i) when funds are depleted or (ii) when the program is terminated by PCEA.

PCEA also reserves the right to install stickers, signage, or other advertisement mechanism on the EV charging port(s) funded or facilitated by PCEA.

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2075 Woodside Road | Redwood City, CA | 94061 | 650.260.0005 | PenCleanEnergy.com V 1.14.25
Peninsula Clean Energy
Electric Vehicle Ready Program
Fund Reservation Agreement
Applicant First Name Andrea
Applicant Last Name Chow
Title Sustainability Analyst
Organization City of San Mateo
Email [email protected]
Phone Number 650-522-7007
Proposed Site Address 200 Franklin Parkway
City SAN MATEO
Zip Code 94403
Service Agreement ID
Project ID
EV Charging Infrastructure Project Description:

Notes

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The undersigned here is the: Site Owner or Owner Representative OR Designated Applicant [DocuSign]
Peninsula Clean Energy EV Ready Program Terms and Conditions

Customer is solely responsible for any liability, legal or otherwise, arising from the installation, operation, and maintenance of its selected EV Charging Infrastructure.

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and maintenance of any additional EVSP services.

11.APPLICABLE LAWS: Customer is solely responsible for ensuring that the EV Charging Infrastructure is installed and operated in compliance with all applicable local, state, and federal laws.

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18.PROGRAM EXPIRATION: The Program will expire upon the earliest to occur: (i) when funds are depleted or (ii) when the program is terminated by PCEA.

PCEA also reserves the right to install stickers, signage, or other advertisement mechanism on the EV charging port(s) funded or facilitated by PCEA.

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 6 Section Name: CONSENT CALENDAR Account Number: 72-4671 File ID: 24-9365 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Public Works Department
MEETING DATE: January 13, 2025
SUBJECT:

Construction Special Inspection Services for the Clean Water Program – Amendment RECOMMENDATION:

Approve Amendment No. 5 to the professional services agreement with Signet Testing Laboratories, Inc. for as-needed construction special inspection services for various Clean Water Program projects to increase the agreement by $150,000, for a total revised agreement amount of $2,700,000; and authorize the Public Works Director to execute the amendment in substantially the form presented and issue project-specific task orders under the agreement.

BACKGROUND:

The Clean Water Program (CWP) includes improvements to wastewater system capacity, flow management, and inflow and infiltration reduction to comply with regulatory requirements. Construction Special Inspection services provide as- needed support for the CWP’s improvement projects, which include the Wastewater Treatment Plant (WWTP) Upgrade & Expansion; various new capacity relief sewers; sewer rehabilitations/repairs; and lift station improvements.

On February 22, 2022, City Council approved a two-year professional services agreement with Signet Testing Laboratories, Inc. (Signet) to provide as-needed construction special inspection services for various projects under the CWP in an amount not-to-exceed $1,500,000 with three optional one-year contract extensions with budgets not to exceed $250,000 for each year at the Public Works Director’s discretion.

On April 4, 2023, City Council approved Amendment No. 1 to increase the compensation by $400,000 to $1,900,000. On November 6, 2023, City Council approved Amendment No. 2 to increase the compensation by $250,000 to $2,150,000. On February 12, 2024, the Public Works Director approved Amendment No. 3 in accordance with the original agreement to increase the compensation amount by $250,000 to $2,400,000 and extend the contract by one year to February 28, 2025.

On September 3, 2024, City Council approved Amendment No. 4 to increase the compensation by $150,000 to $2,550,000.

During the past few months, construction special inspection services on the Wastewater Treatment Plant Upgrade and Expansion Project exceeded the projections for the services required for inspecting the application of protective coatings on the piping and special inspection services have been required on the Dale Avenue Pump Station Project and El Camino Real Sewer Project. In addition, the construction work has taken longer than originally projected due to changes in the field as well as longer-than-anticipated duration to install the pipe. Signet has been performing these construction special inspection services satisfactorily for the City.

In order to continue inspections for the Clean Water Program projects under the existing term of the agreement, additional special inspection services from Signet are required. The proposed Amendment No. 5 to the agreement with Signet will add $150,000 to the agreement and bring the total agreement to $2,700,000. Staff anticipates executing the second Council-approved one-year extension to extend the agreement through February 28, 2026 to provide for ongoing special inspections on Clean Water Program Projects

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CITY OF SAN MATEO
Staff believes this to be a reasonable budget increase for the scope of work and expertise required and recommends the approval of Amendment No. 5 to the Agreement with Signet.

BUDGET IMPACT:

There are sufficient funds available in the various Clean Water Program project budgets requiring these services.

ENVIRONMENTAL DETERMINATION:

The City prepared a Final Programmatic Environmental Impact Report (Final PEIR) in accordance with the California Environmental Quality Act (CEQA) (SCH No. 2015032006). The PEIR was certified by Council on June 6, 2016. In accordance with CEQA, the Final PEIR serves as the primary environmental compliance document for implementation of the Clean Water Program. The City prepared Addenda to the Final PEIR that were approved on July 16, 2018 (Addendum 1) and April 15, 2019 (Addendum 2). This work is within the scope of the project evaluated in the PEIR and Addendum.

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att. 1 – Amendment No. 5

STAFF CONTACT
Thomas Ruark, Senior Project Manager
[email protected]
650-522-7280
Deryk Daquigan, Deputy Director of Public Works
[email protected]
(650) 522-7287

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1 1
1 3
4 AMENDMENT NO. 5 TO THE AGREEMENT
BETWEEN THE CITY OF SAN MATEO AND SIGNET TESTING LABORATORIES, INC.

FOR CONSTRUCTION SPECIAL INSPECTION SERVICES FOR THE CLEAN WATER PROGRAM ($1,500,000 [Original Amount], $400,000 [Amendment No. 1], $250,000 [Amendment No. 2], $250,000 [Amendment No. 3], $150,000 [Amendment No.4], $150,000 [Amendment No. 5]) This Amendment entered into this day of _____________________, by and between the City of San Mateo, a municipal corporation existing under the laws of the State of California (“CITY”), and Signet Testing Laboratories, Inc. (“CONSULTANT”).

WHEREAS, the CITY and CONSULTANT entered into an Agreement for professional services (“Agreement”) on March 4, 2022; and
WHEREAS, on April 4, 2023, Amendment No. 1 was executed, which increased the compensation by $400,000, for a new Agreement total of $1,900,000; and WHEREAS on November 8, 2023, Amendment No. 2 was executed, which increased the compensation by $250,000 for a new Agreement total of $2,150,000; and WHEREAS on February 12, 2024, Amendment No. 3 was executed, which exercised the first one- year option and modified the term end date to February 28, 2025, and increased the compensation by $250,000, for a new Agreement total of $2,400,000; and
WHEREAS on September 3, 2024, Amendment No. 4 was executed, which increased the compensation by $150,000 for a new Agreement total of $2,550,000; and WHEREAS, CITY and CONSULTANT, wish to amend the Agreement to increase the total compensation of the Agreement in an amount of $150,000 for a new Agreement total of $2,700,000.

NOW, THEREFORE, the parties agree as follows:

1. The first paragraph of Section 8 — “Payment” of the Agreement is amended as follows:
“Payment shall be made by the CITY only for services rendered and upon submission of a payment request upon completion and CITY approval of the work performed. In consideration for the full performances, of services and any reimbursable expenses set forth in this Agreement, CITY agrees to pay CONSULTANT a fee based on verified time and materials not to exceed $2,700,000 without prior written authorization. Requests for payments shall be itemized and correspond to the various items of work described in Exhibit A and shall be based on the rate and cost schedule set forth in Exhibit C.”

2. The remaining terms of the Agreement remain in full force and effect. [SIGNATURE PAGE FOLLOWS]

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1 1
1 3
4 IN WITNESS WHEREOF, CITY OF SAN MATEO and SIGNET TESTNG LABORATORIES, INC. have executed this Amendment No. 5 on _______________________.

CITY OF SAN MATEO CONSULTANT
Signet Testing Laboratories, Inc.

Matt Fabry
Public Works Director
Date Robert V. Tadlock
Its Authorized Agent
CEO/President
Date

APPROVED AS TO FORM
Linh P. Nguyen
Assistant City Attorney
Date

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 7 Section Name: CONSENT CALENDAR Account Number: 10-1311 File ID: 24-9383 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Public Works Department
MEETING DATE: January 13, 2025
SUBJECT:

Sale of Water-Filled Barriers – Authorization
RECOMMENDATION:

Authorize the City Manager to execute a sales contract allowing for the sale of 310 used water-filled barriers by the City to Marina Landscape, Inc. for a total price of $38,750.

BACKGROUND:

In September 2020, City Council authorized the purchase of water-filled barriers to delineate the boundaries of outdoor dining parklets downtown during the COVID-19 pandemic. The City purchased 550 barriers for a total cost of $170,430. As the COVID-19 pandemic transitioned to an endemic phase and customers were allowed to dine indoors, staff began removing the water-filled barriers at the request of businesses. The temporary dining program was fully suspended on April 30, 2022, when the permanent program was implemented. The majority of the barriers are stored in the City’s Ivy Street storage yard and have remained untouched since.

The San Mateo Municipal Code requires that the sale of personal property that is no longer needed, such as the aforementioned water-filled barriers, may be disposed of by sale with City Council approval if the value is $25,000 or more. SMMC §3.62.040(a). The City’s contractor for the 82/92 Landscaping Improvements Project, Marina Landscape, Inc., offered to purchase 310 of the water-filled barriers for $125 each (45 percent of the original unit cost) for a total of $38,750. This leaves 240 barriers for the City to use as needed. As the City no longer needs such a large number of barriers and they take significant space to store, it is recommended that the City sell 310 barriers to Marina Landscape, Inc.

BUDGET IMPACT:

The funds received from this sale would be returned to General Fund to be applied to other City needs in the future.

ENVIRONMENTAL DETERMINATION:

This Council action is exempt from CEQA review under the “common sense” exemption because it can be seen with certainty that there is no possibility that the sale of 310 used water-filled barriers may have a significant effect on the environment. (CEQA Guidelines Section 15061(b)(3).)

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Sales Contract

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CITY OF SAN MATEO

STAFF CONTACT
Stephanie Piñon, Senior Engineer
[email protected]
650-522-7315
Tony Baltodano, Field Maintenance Manager
[email protected]
6505227359

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SALES CONTRACT BETWEEN THE CITY OF SAN MATEO AND MARINA LANDSCAPE, INC.

FOR THE PURCHASE OF 310 WATER-FILLED BARRIERS
This Sales Contract (“Contract”), made and entered into this day of ___________________, by and between the CITY OF SAN MATEO, a municipal corporation existing under the laws of the State of California (“CITY”), and MARINA LANDSCAPE, INC., a California Corporation (“BUYER”).

RECITALS:

A. BUYER desires to purchase certain 310 used water-filled barriers from the CITY.

B. CITY agrees to the sale of 310 used water-filled barriers subject to the terms set forth in this Contract.

NOW, THEREFORE, IT IS AGREED as follows:

SECTION 1 - PURCHASE
The goods to be purchased by BUYER from CITY under this Contract include 310 used water- filled barriers (the “Goods”).

SECTION 2 - PRICE
All prices shall be as stated in this Contract and are firm and not subject to escalation or reduction. BUYER agrees to purchase 310 water-filled barriers at a price of $125 per unit, for a total purchase price of $38,750.

SECTION 3 - PAYMENT
Unless otherwise agreed in writing, payment terms shall be net thirty (30) days from date of receipt of invoice or acceptance of goods, whichever occurs first.

SECTION 4 - DELIVERY
BUYER assumes full responsibility for all transportation, transportation scheduling, packing, handling, insurance, and other services associated with delivery of all products. No charges for transportation containers, packing, etc., will be allowed unless so specified in this Contract.

SECTION 5 – DISCLAIMER & WARRANTIES
Except as expressly set forth in this Contract, CITY does not make, and hereby specifically disclaims, any representations or warranties, express or implied, regarding the Goods, including any implied warranties of title, merchantability, fitness for a particular purpose or non-infringement.

BUYER acknowledges that the goods furnished by CITY under this Contract are provided by CITY on an “as is” basis.

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SECTION 6 - INDEMNITY
BUYER agrees to hold harmless and indemnify CITY, its elected and appointed officials, employees, and agents from and against any and all claims, loss, liability, damage, and expense arising out of BUYER’s performance of this Contract, except for those claims arising out of CITY’s sole negligence or willful misconduct. BUYER agrees to defend CITY, its elected and appointed officials, employees, and agents against any such claims. The BUYER’s duty to indemnify shall survive expiration or early termination of this Agreement.

SECTION 7 - TERMINATION
This Contract may be terminated by mutual consent of both parties or by the CITY at its discretion. If the Contract is terminated, CITY shall be paid in accordance with the terms of the Contract for the Goods delivered and accepted.

SECTION 8 - REMEDIES
In the event of BUYER’s breach of this Contract, CITY may recover the Goods or the purchase price payable for Goods received by BUYER prior to such breach. In the event of CITY’s breach of this Contract, BUYER’s sole remedy is the recovery of any monies for Goods paid for, but not yet received.

SECTION 9 - COMPLIANCE WITH LAW
BUYER warrants that it will comply with all federal, state, and local laws, ordinances, rules and regulations applicable to its performance under this Contract.

SECTION 10 - ASSIGNMENT
BUYER shall not delegate or subcontract any duties and services or assign any rights or claims under this Contract without the CITY’s prior written consent.

SECTION 11 - GOVERNING LAW
This Contract between the parties evidenced hereby or attached thereto shall be deemed to be made in the State of California and shall in all respects be construed and governed by the laws of that state.

SECTION 12 - VENUE
In the event of litigation, venue will be in the County of San Mateo.

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SECTION 13 - WAIVER
The waiver by either party of any breach or violation of any term, covenant, or condition of this Contract or of any provisions of any ordinance or law shall not be deemed to be a waiver of such term, covenant, condition, ordinance or law or of any subsequent breach or violation of the same or of any other term, condition, ordinance, or law. The subsequent acceptance by either party of any fee or other money which may become due hereunder shall not be deemed to be a waiver of any preceding breach or violation by the other party of any term, covenant, or condition of this Contract or of any applicable law or ordinance.

SECTION 14 - COSTS AND ATTORNEY FEES
Attorney fees in total amount not exceeding $5000, shall be recoverable as costs (by the filing of a cost bill) by the prevailing party in any action or actions to enforce the provisions of this Contract. The above $5000 limit is the total of attorney fees recoverable whether in the trial court, appellate court, or otherwise, and regardless of the number of attorneys, trials, appeals, or actions. It is the intent of this provision that neither party shall have to pay the other more than $5000 for attorney fees arising out of an action, or actions to enforce the provisions of this Contract.

SECTION 15 - MEDIATION
Should any dispute arise out of this Contract, any party may request that it be submitted to mediation. The parties shall meet in mediation within 30 days of a request. The mediator shall be agreed to by the mediating parties; in the absence of an agreement, the parties shall each submit one name from mediators listed by either the American Arbitration Association, the California State Board of Mediation and Conciliation, or other agreed-upon service. The mediator shall be selected by a "blindfolded" process.

The cost of mediation shall be borne equally by the parties. Neither party shall be deemed the prevailing party. No party shall be permitted to file a legal action without first meeting in mediation and making a good faith attempt to reach a mediated settlement. The mediation process, once commenced by a meeting with the mediator, shall last until agreement is reached by the parties but not more than 60 days, unless the maximum time is extended by the parties.

SECTION 16 - LITIGATION

BUYER shall testify at CITY's request if litigation is brought against CITY in connection with the performance under this Agreement. Unless the action is brought by BUYER, or is based upon BUYER’s wrongdoing, CITY shall compensate BUYER for preparation for testimony, testimony, and travel at BUYER's standard hourly rates at the time of actual testimony.

SECTION 17 - NOTICES
All notices hereunder shall be given in writing and mailed, postage prepaid, addressed as follows:

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To CITY: City of San Mateo
Attn: Public Works Director
330 West 20th Avenue
San Mateo, CA 94403
To BUYER: Marina Landscape, Inc.

Attn: Ali Tavakoli
3707 West Garden Grove Boulevard
Orange, CA 92868
SECTION 18 - AGREEMENT CONTAINS ALL UNDERSTANDINGS; AMENDMENT This document represents the entire and integrated Contract between CITY and BUYER and supersedes all prior negotiations, representations, and agreements, either written or oral.

This document may be amended only by written instrument, signed by both CITY and BUYER. [SIGNATURE PAGE FOLLOWS]

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IN WITNESS WHEREOF, CITY OF SAN MATEO and MARINA LANDSCAPE, INC. have executed this Sales Contract the day and year first above written.

CITY OF SAN MATEO BUYER
Alex Khojikian
City Manager
Date Marina Landscape, Inc.

Ali Tavakoli
Vice President
Date

APPROVED AS TO FORM ADDITIONAL CORPORATE

OFFICER
Linh Nguyen
Assistant City Attorney
Date Karen Ness
Assistant Secretary
Date

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 8 Section Name: CONSENT CALENDAR Account Number: 72-4674 File ID: 24-9384 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Public Works Department
MEETING DATE: January 13, 2025
SUBJECT:

Basin C Sanitary Sewer Rehabilitation Project – Agreement RECOMMENDATION:

Award an agreement to Westland Contractors, Inc. for the Basin C Sanitary Sewer Rehabilitation Project in an amount not to exceed $5,953,822; establish a contingency in the amount of $900,000; and authorize the Public Works Director to execute the agreement in substantially the form presented and issue change orders within the contingency amount.

BACKGROUND:

The Clean Water Program (CWP) is improving the City’s sanitary sewer system to prevent sanitary sewer overflows and unauthorized discharge of sewage. As part of the CWP, the annual sanitary sewer rehabilitation project proactively upgrades and rehabilitates aging sewer pipes to reduce inflow and infiltration.

Basin C includes those City areas east of Highway 101, south of J Hart Clinton Drive, and north of Foster City and Belmont.

All Basin C sewers were evaluated using video inspection, with identified defects included in the project for repair. Due to bacteria issues within the lagoons, this project will perform additional repairs on smaller defects within ½ mile of the lagoons and beaches east of Highway 101 to help address potential exfiltration issues. This work will ensure proper operation of the sewer collection system, reduce infiltration and inflow, and fix defects to prevent potential sanitary sewer overflows. The project includes the following sewer work: pipe spot repairs, full segment pipe replacements, rehabilitation and replacement of manholes, trenchless cured-in-place pipe spot repairs, pre- and post-installation video inspections, and site restorations. Construction activities are expected to start in February 2025.

The project was advertised for construction on October 21, 2024. Bids were opened on November 14, 2024. The engineer’s estimate was $6,190,000. Four bids were received and are listed as follows:

Contractor: Bid Amount:

Westland Contractors, Inc. $5,953,822
C2R Engineering, Inc. $6,587,363
Express Plumbing $6,900,851
Cratus Inc. $7,962,840
Staff recommends the project be awarded to the lowest responsive, responsible bidder, who has been determined to be Westland Contractors, Inc., with a bid of $5,953,822. After review of the bid documents, the bid package was found to be complete, and the contractor was found to have the appropriate licenses. Staff also recommends establishing a contingency reserve in the amount of $900,000 to address any unanticipated items that may arise during construction.

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CITY OF SAN MATEO
BUDGET IMPACT:

Sufficient funding for this agreement and contingency is available in the CWP Annual Citywide Sanitary Sewer Rehabilitation (46S091) and in the TMDL Enhanced Planning and Infrastructure Improvements (46S101) project budgets.

The TMDL funds will be used for repairs within ½ mile of the lagoons, and the CWP Annual Rehabilitation funds will be used for those repairs in Basin C outside ½ mile of the lagoons.

ENVIRONMENTAL DETERMINATION:

The work addressed by this administrative report is being undertaken to support the Clean Water Program. This project is subject to the requirements of the California Environmental Quality Act (CEQA), the general components of which are included as part of the Final Programmatic Environmental Impact Report (Final PEIR) (SCH No. 201532006) that was prepared for the Clean Water Program. The Final PEIR was certified by City Council on June 6, 2016. The City prepared Addenda to the Final PEIR that was approved on July 16, 2018 (Addendum 1) and April 15, 2019 (Addendum 2). This work is within the scope of the Project evaluated in the PEIR and Addendum.

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 - Agreement
Att 2 - Bid Summary
Att 3 - Collection System Basin Delineation

STAFF CONTACT
Laura Webb, Acting Senior Engineer
[email protected]
(650) 522-7322
Tom Williams, Engineering Manager
[email protected]
(650) 522-7307

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Construction Contract Page 1 of 9
Rev 1/24
AGREEMENT WITH WESTLAND CONTRACTORS, INC.

FOR PUBLIC IMPROVEMENT
FOR

BASIN C SANITARY SEWER REHABILITATION PROJECT
CITY PROJECT NOs. 46S091 & 46S101
THIS AGREEMENT FOR PUBLI C IMPROVEMENTS (“Agreement”), made and entered into in the City
of San Mateo, County of San Mateo, State of California, by and between the CITY OF SAN MATEO, a municipal corporation existing under the laws of the State of California, (hereinafter called "City") and WESTLAND CONTRACTORS, INC., a corporation, with offices at 3100 E. 10 th Stre et, Unit A, Oakland, CA 94601 (hereinafter called "Contractor"), entered into this day of ________________.

RECITALS:
(a) City has taken appropriate proceedings to authorize construction of the public work and improvements or other matters herein provided, and execution of this Agreement. (b) A notice was duly published for bids for the contract for the improvement hereinafter described.
(c) After notice duly given, on the date hereof, the City awarded the contract for the construction of the improvements hereinafter described to Contractor.

IT IS AGREED, as follows:

1. Scope of Work. Contractor shall perform the work according to the Contract Book entitled:

Basin C Sanitary Sewe
r Rehabilitation Project
CITY PROJECT NOs. 46s091 & 46s101

2. Contract Price. City shall pay, and the Contractor shall accept, the sum of $5,953,822.00 in full payment for the work set forth above.

Said price is determined by the prices contained in Contractor's bid, and shall be paid as described in the Contract Book. In the event work is performed or materials furnished in addition to or a reduction of those set forth in Contractor's bid and the specifications herein, such work and materials will be paid for as described in the Contract Book.

3. The Contract Documents. The complete contract consists of the following documents: this Agreement; the Notice Inviting Sealed Proposals; the Accepted Proposal; the Contract Book which includes the Special Provisions and Contract Drawings, Addendum Number 1 issued to the Contract Book, the APWA-AGC Standard Specifications for Public Works Construction, 2015 Edition, the Faithful Performance Bond, and the Labor and Material Bond (hereinafter referred to as the “contract documents”).

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Construction Contract Page 2 of 9
Rev 1/24
All rights and obligations of City and Contractor are fully set forth and described in the contract documents. The contract documents constitute the entire contract between the parties hereto pertaining to the subject matter hereof, fully supersede any and all prior understandings, representations, warranties and agreements between the parties hereto, or any of them, pertaining to the subject matter hereof, and may be modified only by written agreement signed by all of the parties hereto.

All of the above-named documents are complementary and are intended to operate in harmony, so that any work called for in one, and not mentioned in the other, or vice versa, is to be executed the same as if mentioned in all said documents. In the event of any variation or discrepancy between any portion of this Agreement and any portion of the contract documents, this Agreement shall prevail.

The precedence of the remaining contract documents will be as specified in the Contract Book.

4. Schedule. All work shall be performed in accordance with the schedule provided pursuant to the Contract Book.

5. Performance by Sureties. In the event of any termination as hereinbefore provided, City shall immediately give written notice thereof to Contractor and Contractor's sureties, and the sureties shall have the right to take over and perform the Agreement, provided, however, that if the sureties, within 5 days after giving them said notice of termination, do not give City written notice of their intention to take over the performance thereof within 5 days after notice to City of such election, City may take over the work and prosecute the same to completion, by contract or by any other method it may deem advisable, for the account, and at the expense of Contractor, and the sureties shall be liable to City for any excess cost or damages occasioned City thereby; and, in such event, City may, without liability for so doing, take possession of, and utilize in completing the work, such materials, appliances, plant and other property belonging to Contractor as may be on the site of the work and necessary therefor.

6. Legal Work Day - Penalties for Violation. Eight hours of labor shall constitute a legal day's work.

Contractor shall not require more than 8 hours labor in a day and 40 hours in a calendar week from any person employed by Contractor in the performance of such work unless such excess work is compensated for at not less than 1-1/2 times the basic rate of pay. Contractor shall forfeit as a penalty to City the sum of $25.00 for each laborer, workman or mechanic employed in the execution of this contract by Contractor, or by any subcontractor for each calendar day during which such laborer, workman or mechanic is required or permitted to labor more than 8 hours in any calendar day and 40 hours in any one calendar week in violation of the provisions of Sections 1810 and 1816, inclusive, of the Labor Code of the State of California.

7. Prevailing Wage Scale. The prevailing wage scale as determined by the Director of Industrial Relations of the State of California, in force on the day the bid was announced, will be the minimum paid to all craftsmen and laborers working on this project. Contractor shall also require any subcontractors who work or provide any services related to the project to pay all persons performing labor or rendering service under said subcontract or other arrangement at least the general prevailing rate of wages, determined as set forth herein for the respective crafts and employments, including such wages for holiday and overtime work. A copy of the correct determination will be posted at the job site. It is understood that it is the responsibility of Contractor to determine the correct scale. Copies of the

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prevailing wage rates are on file at the City Clerk's office, however, errors or defects in the materials in the City Clerk's office will not excuse a bidder's failure to comply with the actual scale then in force.

Contractor must submit certified payrolls to the Department of Industrial Relations in accordance with Labor Code Section 1776.

Contractor agrees to comply with the City’s minimum wage ordinance as codified in Municipal Code Chapter 5.92, which differs from the state minimum wage and includes a Consumer Price Index escalator.

8. Senate Bill 854 Compliance Required. In accordance with Labor Code Sections 1725.5 and 1771.1, all contractors and subcontractors must be registered with the Department of Industrial Relations.

In accordance with Labor Code Section 1771.4 the contractor must post job site notices as required by regulation and this project will be subject to compliance monitoring and enforcement by the Department of Industrial Relations.

9. Insurance. The Contractor shall procure and maintain for the duration of the contract and five years thereafter the insurance as specified in Exhibit A of this agreement.

10. Indemnity. Contractor agrees to hold harmless and indemnify City, its elected and appointed officials, employees, and agents from and against any and all claims, loss, liability, damage, and expense arising out of Contractor’s performance of this Agreement, except for those claims arising out of City’s active negligence, sole negligence or willful misconduct. Contractor agrees to defend City, its elected and appointed officials, employees, and agents against any such claims. The Contractor’s duty to indemnify shall survive expiration or early termination of this Agreement.

11. Attorney Fees. Attorney fees in total amount not exceeding $5000, shall be recoverable as costs (by the filing of a cost bill) by the prevailing party in any action or actions to enforce the provisions of this Agreement. The above $5000 limit is the total of attorney fees recoverable whether in the trial court, appellate court, or otherwise, and regardless of the number of attorneys, trials, appeals, or actions. It is the intent of this provision that neither party shall have to pay the other more than $5000 for attorney fees arising out of an action, or actions to enforce the provisions of this Agreement.

12. Mediation. Should any dispute arise out of this Agreement, any party may request that it be submitted to mediation. The parties shall meet in mediation within 30 days of a request. The mediator shall be agreed to by the mediating parties; in the absence of an agreement, the parties shall each submit one name from mediators listed by either the American Arbitration Association, the California State Board of Mediation and Conciliation, or other agreed-upon service. The mediator shall be selected by a blind draw.

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13. Provisions Cumulative. The provisions of this agreement are cumulative, and in addition to and not in limitation of, any other rights or remedies available to City.

14. Notices. All notices shall be in writing, and delivered in person or transmitted by certified mail, postage prepaid.

a. Notices required to be given to City shall be addressed as follows:

Director of Public Works
City of San Mateo
330 West 20
th Avenue
San Mateo, CA 94403

Notices required to be given to Contractor shall be addressed as appears in the signature block as shown on the Bidder's Statement.

15. Interpretation. As used herein any gender includes each other gender, the singular includes the plural and vice versa.

16. Governing Law and Venue. This Agreement, the contract documents, and the performance hereon shall be governed, interpreted, construed, and regulated by the laws of the State of California. The parties agree that any action related to this Agreement or the contract documents will be venued in the County of San Mateo.

17. Headings. The title and headings of the various sections of this Agreement and the contract documents are intended solely for convenience of reference and are not intended to explain, modify, or place any construction on any provisions.

18. No Partnership or Agency. Nothing in this Agreement nor the contract documents shall be deemed to constitute a partnership in law between City and Contractor, or any sub-contractor, to constitute either party as an agent of the other for any purpose; or to entitle either party to commit or bind the other in any manner unless expressly agreed upon in the contract documents.

19. Severability. If any part or provision of the contract documents is determined by any court to be illegal, invalid, or unenforceable, in whole or in part, the contract documents shall continue to be valid as to its other provisions and the remainder of the affected provision, unless it can be concluded from the circumstances that, in the absence of the provisions found to be null and void, the parties would not have entered into the contract documents. The parties shall use all reasonable efforts to replace any and all provisions or parts found to be null and void with provisions that are valid under the applicable law and come closest to their original intention.

20. Waiver. None of the following shall operate as a waiver of any provision of the contract documents, or of any power herein reserved by the City, or any right to damages herein provided: 1) inspection by the City or its authorized agents or representatives; 2) any order or certificate for payment, or any payment for, or acceptance of the whole or any part of the work by the City; 3) an extension of time; or 4) any position taken by the City or its authorized agents or representatives.

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21. Warranty. Co
ntractor warrants and guarantees that the materials and equipment provided shall be at least of the quality specified and new unless otherwise required or permitted by the contract documents, and, if no quality is specified, then the materials and equipment shall be of commercial grade, suitable for heavy public use in facilities of similar size and complexity, that the work performed hereunder will be free from defects, and that the work will conform to the requirements of the contract documents.
[SIGNATURE PAGE FOLLOWS]

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IN WITNESS WHEREOF, this agreement between the CITY OF SAN MATEO and WESTLAND CONTRACTORS, INC. has been duly executed by the parties hereinabove named, as of the day and year first above written.

CITY OF SAN MATEO CONTRACTOR
Matt Fabry
Director of Public Works
Date Neil Hunt
Its Authorized Agent
President/CEO
If a Corporation, can be either 1)
President or 2) Vice President plus an
additional corporate officer (i.e.,
Secretary, Treasurer) who shall sign
below.

Date

APPROVED AS TO FORM ADDITIONAL CORPORATE OFFICER
(if necessary per the above)
Linh P. Nguyen
Assistant City Attorney
Date Date
Attachments:

Exhibit A: Insurance Requirements

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Exhibit A
Insurance Requirements for Construction Contracts
Contractor shall procure and maintain for the duration of the contract, and for x years thereafter, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors.

MINIMUM SCOPE AND LIMIT OF INSURANCE

Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office (ISO) Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $5,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form CA 0001 covering Code 1 (any auto), with limits no less than $5,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

4. Builder’s Risk (Course of Construction) insurance utilizin g an “All Risk” (Special Perils) coverage form, with limits equal to the completed valu e of the project and no coinsurance penalty provisions.

5. Surety Bonds as described below.

6. Professional Liability (if Design/Build), with limits no less than $2,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

7. Contractors’ Pollution Legal Liability and/or Asbestos Legal Liability and/or Errors and Omissions (if project involves environmental hazards) with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

8. If the contractor maintains broader coverage and/or higher limits than the minimums shown above, the Entity requires and shall be entitled to the broader coverage and/or higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the Entity. At the option of the Entity, either: the contractor shall cause the insurer shall to reduce or eliminate such self-insured retentions as respects the Entity, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to the Entity guaranteeing payment of losses and related investigations, claim administration, and defense expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or Entity.

Other Insurance Provisions

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The insurance policies are to contain, or be endorsed to contain, the following provisions:

1. The Entity, its officers, officials, employees, a nd volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).

2. For any claims related to this project, the Contractor’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the Entity, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, or volunteers sh all be excess of the Contractor’s insurance and shall not contribute with it.

3. Each insurance policy required by this clause sh all provide that coverage shall not be canceled, except with notice to the Entity.

Builder’s Risk (Course of Construction) Insurance
Contractor may submit evidence of Builder’s Risk insurance in the form of Course of Construction coverage. Such coverage shall name the Entity as a loss payee as their interest may appear.

If the project does not involve new or major reconstruction, at the option of the Entity, an Installation Floater may be acceptable. For such projects, a Property Installation Floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken, or destroyed during the performance of the Work, including during transit, installation, and testing at the Entity’s site.

Claims Made Policies – (If at all possible avoid and require occurrence type CGL policies) If any coverage required is written on a claims-made coverage form:

1. The retroactive date must be shown, and this da te must be before the execution date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of in surance must be provided for at least five (5) years after completion of contract 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, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4. A copy of the claims reporting requirements must be submitted to the Entity for review.

5. If the services involve lead-based paint or asbe stos identification/remediation, the Contractors Pollution Liability policy shall not contain lead-based paint or asbestos exclusions. If the services involve mold identification/remediation, the Co ntractors Pollution Liability policy shall not contain a mold exclusion, and the definition of Pollution shall include microbial matter, including mold.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M.

Best rating of no less than A: VII, unless otherwise acceptable to the Entity.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire

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from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the Entity for all work performed by the Contractor, its employees, agents and subcontractors.

Verification of Coverage
Contractor shall furnish the Entity with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effectin g coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to Entity before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. The Entity reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all s ubcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that Entity is an additional insured on insurance required from subcontractors. For CGL coverage subcon tractors shall provide coverage with a form at least as broad as CG 20 38 04 13.

Surety Bonds
Contractor shall provide the following Surety Bonds:

1. Bid bond

2. Performance bond

3. Payment bond

4. Maintenance bond
The Payment Bond and the Performance Bond shall be in a sum equal to the contract price. If the Performance Bond provides for a one-year warranty a separate Maintenance Bond is not necessary. If the warranty period specified in th e contract is for longer than on e year a Maintenance Bond equal to 10% of the contract price is required. Bonds shall be duly executed by a responsible corporate surety, authorized to issue such bonds in the State of California and secured through an authorized agent with an office in California.

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

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ITEM EST. UNIT TOTAL UNIT TOTAL UNIT TOTAL UNIT TOTAL UNIT TOTAL NO. QTY. UNIT PRICE COST PRICE COST PRICE COST PRICE COST PRICE COST 1 Mobilization & Demobilization 1 LS $200,000.00 $200,000.00 $50,000.00 $50,000.00 $175,000.00 $175,000.00 $100,000.00 $100,000.00 $250,000.00 $250,000.00 2 Pedestrian Control, Traffic Control, and Notifications 1 LS $150,000.00 $150,000.00 $15,000.00 $15,000.00 $125,000.00 $125,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 3 Sheeting, Shoring, and Bracing 1 LS $50,000.00 $50,000.00 $30,000.00 $30,000.00 $100,000.00 $100,000.00 $30,000.00 $30,000.00 $50,000.00 $50,000.00 4 Temporary Bypass Pumping and Piping 1 LS $80,000.00 $80,000.00 $10,000.00 $10,000.00 $65,000.00 $65,000.00 $20,000.00 $20,000.00 $50,000.00 $50,000.00 5 Water Pollution Control Plan (WPCP) 1 LS $30,000.00 $30,000.00 $6,000.00 $6,000.00 $65,000.00 $65,000.00 $10,000.00 $10,000.00 $20,000.00 $20,000.00 6 Site Restoration 1 LS $300,000.00 $300,000.00 $20,000.00 $20,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $810,000.00 $131,000.00 $580,000.00 $260,000.00 $470,000.00 7 6-inch Spot Repair - Right-of-Way 7 EA $7,750.00 $54,250.00 $11,300.00 $79,100.00 $6,200.00 $43,400.00 $8,500.00 $59,500.00 $10,000.00 $70,000.00 8 6-inch Spot Repair - Easement 74 EA $7,500.00 $555,000.00 $10,000.00 $740,000.00 $6,000.00 $444,000.00 $6,500.00 $481,000.00 $9,500.00 $703,000.00 9 8-inch Spot Repair - Right-of-Way 2 EA $8,000.00 $16,000.00 $11,600.00 $23,200.00 $6,500.00 $13,000.00 $9,000.00 $18,000.00 $12,500.00 $25,000.00 10 8-inch Spot Repair - Easement 10 EA $7,750.00 $77,500.00 $11,600.00 $116,000.00 $6,400.00 $64,000.00 $7,500.00 $75,000.00 $12,000.00 $120,000.00 11 10-inch Spot Repair - Right-of-Way 1 EA $8,250.00 $8,250.00 $11,700.00 $11,700.00 $7,000.00 $7,000.00 $12,500.00 $12,500.00 $17,500.00 $17,500.00 12 10-inch Spot Repair - Easement 4 EA $8,000.00 $32,000.00 $11,800.00 $47,200.00 $6,500.00 $26,000.00 $9,000.00 $36,000.00 $17,000.00 $68,000.00 13 12-inch Spot Repair - Right-of-Way 1 EA $8,500.00 $8,500.00 $11,900.00 $11,900.00 $7,500.00 $7,500.00 $13,500.00 $13,500.00 $20,000.00 $20,000.00 14 6-inch Open Trench Repair - Easement 9 LF $900.00 $8,100.00 $1,400.00 $12,600.00 $750.00 $6,750.00 $1,750.00 $15,750.00 $800.00 $7,200.00 15 6-inch Pipe Burst - Right-of-Way 670 LF $250.00 $167,500.00 $200.00 $134,000.00 $200.00 $134,000.00 $225.00 $150,750.00 $250.00 $167,500.00 16 6-inch Pipe Burst - Easement 2,872 LF $225.00 $646,200.00 $190.00 $545,680.00 $190.00 $545,680.00 $180.00 $516,960.00 $245.00 $703,640.00 17 8-inch Pipe Burst - Easement 417 LF $250.00 $104,250.00 $200.00 $83,400.00 $200.00 $83,400.00 $190.00 $79,230.00 $380.00 $158,460.00 18 Replace Lateral Connection - Pipe Bursting Locations - Right-of-Way 17 EA $2,650.00 $45,050.00 $1,800.00 $30,600.00 $750.00 $12,750.00 $4,800.00 $81,600.00 $3,500.00 $59,500.00 19 Replace Lateral Connection - Pipe Bursting Locations - Easement 82 EA $2,500.00 $205,000.00 $800.00 $65,600.00 $1,000.00 $82,000.00 $3,800.00 $311,600.00 $3,500.00 $287,000.00 20 6-inch CIPP 8,844 LF $65.00 $574,860.00 $100.00 $884,400.00 $105.00 $928,620.00 $120.00 $1,061,280.00 $120.00 $1,061,280.00 21 8-inch CIPP 3,361 LF $70.00 $235,270.00 $125.00 $420,125.00 $130.00 $436,930.00 $145.00 $487,345.00 $145.00 $487,345.00 22 CIPP Top Hat 7 EA $1,800.00 $12,600.00 $2,000.00 $14,000.00 $2,500.00 $17,500.00 $3,500.00 $24,500.00 $3,000.00 $21,000.00 23 Pre-Construction CCTV 12,102 LF $5.00 $60,510.00 $1.00 $12,102.00 $4.50 $54,459.00 $2.00 $24,204.00 $5.00 $60,510.00 24 Post Construction CCTV 21,502 LF $5.00 $107,510.00 $1.00 $21,502.00 $4.00 $86,008.00 $2.00 $43,004.00 $5.00 $107,510.00 25 Additional Full Depth AC Replacement 50 SY $80.00 $4,000.00 $100.00 $5,000.00 $90.00 $4,500.00 $110.00 $5,500.00 $80.00 $4,000.00 26 2" Grind and Overlay 151 SY $35.00 $5,273.00 $40.00 $6,040.00 $40.00 $6,040.00 $125.00 $18,875.00 $60.00 $9,060.00 27 Replace Manhole Drop Inlet 1 EA $7,500.00 $7,500.00 $1,500.00 $1,500.00 $5,500.00 $5,500.00 $6,500.00 $6,500.00 $10,000.00 $10,000.00 28 Mortar Coat Manhole, 6 feet or less in depth 7 EA $3,200.00 $22,400.00 $1,500.00 $10,500.00 $8,100.00 $56,700.00 $7,800.00 $54,600.00 $5,000.00 $35,000.00 29 Mortar Coat Manhole, Greater than 6 feet in depth 2 EA $3,800.00 $7,600.00 $2,000.00 $4,000.00 $18,200.00 $36,400.00 $12,500.00 $25,000.00 $5,500.00 $11,000.00 30 Repair/Reform Manhole Bench & Invert 28 EA $2,000.00 $56,000.00 $1,000.00 $28,000.00 $2,000.00 $56,000.00 $2,200.00 $61,600.00 $1,500.00 $42,000.00 31 Replace Manhole Frame and Lid 14 EA $2,500.00 $35,000.00 $1,000.00 $14,000.00 $3,000.00 $42,000.00 $2,100.00 $29,400.00 $2,500.00 $35,000.00 32 Raise Manhole 11 EA $3,500.00 $38,500.00 $1,000.00 $11,000.00 $1,800.00 $19,800.00 $2,150.00 $23,650.00 $2,500.00 $27,500.00 33 Grout Manhole Grade Rings 21 EA $750.00 $15,750.00 $400.00 $8,400.00 $100.00 $2,100.00 $1,000.00 $21,000.00 $500.00 $10,500.00 34 Remove Manhole Ladder Rungs 27 EA $500.00 $13,500.00 $400.00 $10,800.00 $100.00 $2,700.00 $1,000.00 $27,000.00 $500.00 $13,500.00 35 Modify Manhole for Pipe Bursting 26 EA $2,000.00 $52,000.00 $1,000.00 $26,000.00 $1,200.00 $31,200.00 $1,800.00 $46,800.00 $1,000.00 $26,000.00 36 Locate, Raise, and Inspect Manhole 1 EA $4,000.00 $4,000.00 $1,500.00 $1,500.00 $5,000.00 $5,000.00 $3,500.00 $3,500.00 $3,000.00 $3,000.00 37 Remove & Replace Mainline Cleanout 6 EA $2,500.00 $15,000.00 $1,500.00 $9,000.00 $2,500.00 $15,000.00 $3,200.00 $19,200.00 $2,000.00 $12,000.00

BIDDERS
Express Plumbing
BIDDER #3

BIDDERS
Cratus Inc.

BIDDER #4
Estimate - Outside Beach
Total

BIDDERS
C2R Engineering, Inc.

BIDDER #2

BIDDERS
CITY PROJECT NO. 46s091
Basin C Sanitary Sewer Rehabilitation Project

BID SUMMARY
Westland Contractors, Inc.

ENGINEER'S ESTIMATE
BID OPENING: 11/14/2024 Council Award: 01/13/2025 BIDDER #1

DESCRIPTION OF WORK

Page 1 ends

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ITEM EST. UNIT TOTAL UNIT TOTAL UNIT TOTAL UNIT TOTAL UNIT TOTAL NO. QTY. UNIT PRICE COST PRICE COST PRICE COST PRICE COST PRICE COST

BIDDERS
Express Plumbing
BIDDER #3

BIDDERS
Cratus Inc.

BIDDER #4

BIDDERS
C2R Engineering, Inc.

BIDDER #2

BIDDERS
CITY PROJECT NO. 46s091
Basin C Sanitary Sewer Rehabilitation Project

BID SUMMARY
Westland Contractors, Inc.

ENGINEER'S ESTIMATE
BID OPENING: 11/14/2024 Council Award: 01/13/2025 BIDDER #1

DESCRIPTION OF WORK
$3,190,000.00 $3,388,849.00 $3,275,937.00 $3,834,348.00 $4,383,005.00 38 6-inch Spot Repair - Easement 25 EA $7,500.00 $187,500.00 $11,400.00 $285,000.00 $6,000.00 $150,000.00 $6,500.00 $162,500.00 $9,500.00 $237,500.00 39 8-inch Spot Repair - Right-of-Way 16 EA $8,000.00 $128,000.00 $11,500.00 $184,000.00 $7,000.00 $112,000.00 $8,500.00 $136,000.00 $12,500.00 $200,000.00 40 8-inch Spot Repair - Easement 38 EA $7,750.00 $294,500.00 $11,600.00 $440,800.00 $6,200.00 $235,600.00 $7,500.00 $285,000.00 $12,000.00 $456,000.00 41 10-inch Spot Repair - Right-of-Way 3 EA $8,250.00 $24,750.00 $11,800.00 $35,400.00 $7,500.00 $22,500.00 $12,500.00 $37,500.00 $17,500.00 $52,500.00 42 10-inch Spot Repair - Easement 5 EA $8,000.00 $40,000.00 $11,900.00 $59,500.00 $7,000.00 $35,000.00 $9,000.00 $45,000.00 $17,000.00 $85,000.00 43 8-inch Open Trench Repair - Right-of-Way 70 LF $1,000.00 $70,000.00 $1,500.00 $105,000.00 $7,000.00 $490,000.00 $1,750.00 $122,500.00 $800.00 $56,000.00 44 6-inch Pipe Burst - Right-of-Way 441 LF $250.00 $110,250.00 $200.00 $88,200.00 $200.00 $88,200.00 $225.00 $99,225.00 $250.00 $110,250.00 45 6-inch Pipe Burst - Easement 364 LF $225.00 $81,900.00 $190.00 $69,160.00 $190.00 $69,160.00 $180.00 $65,520.00 $245.00 $89,180.00 46 8-inch Pipe Burst - Right-of-Way 209 LF $275.00 $57,475.00 $210.00 $43,890.00 $210.00 $43,890.00 $245.00 $51,205.00 $350.00 $73,150.00 47 8-inch Pipe Burst - Easement 442 LF $250.00 $110,500.00 $200.00 $88,400.00 $200.00 $88,400.00 $190.00 $83,980.00 $350.00 $154,700.00 48 Replace Lateral Connection - Pipe Bursting Locations - Right-of-Way 9 EA $2,650.00 $23,850.00 $1,800.00 $16,200.00 $1,000.00 $9,000.00 $4,800.00 $43,200.00 $3,000.00 $27,000.00 49 Replace Lateral Connection - Pipe Bursting Locations - Easement 27 EA $2,500.00 $67,500.00 $800.00 $21,600.00 $1,000.00 $27,000.00 $3,800.00 $102,600.00 $3,000.00 $81,000.00 50 6-inch CIPP 2,202 LF $65.00 $143,130.00 $100.00 $220,200.00 $105.00 $231,210.00 $120.00 $264,240.00 $120.00 $264,240.00 51 8-inch CIPP 2,999 LF $70.00 $209,930.00 $125.00 $374,875.00 $130.00 $389,870.00 $145.00 $434,855.00 $145.00 $434,855.00 52 10-inch CIPP 716 LF $75.00 $53,700.00 $175.00 $125,300.00 $190.00 $136,040.00 $200.00 $143,200.00 $200.00 $143,200.00 53 CIPP Top Hat 1 EA $1,800.00 $1,800.00 $2,000.00 $2,000.00 $2,500.00 $2,500.00 $3,500.00 $3,500.00 $3,000.00 $3,000.00 54 Pre-Construction CCTV 19,458 LF $5.00 $97,290.00 $1.00 $19,458.00 $4.00 $77,832.00 $2.00 $38,916.00 $5.00 $97,290.00 55 Post Construction CCTV 27,446 LF $5.00 $137,230.00 $1.00 $27,446.00 $4.00 $109,784.00 $2.00 $54,892.00 $5.00 $137,230.00 56 Additional Full Depth AC Replacement 50 SY $80.00 $4,000.00 $100.00 $5,000.00 $90.00 $4,500.00 $110.00 $5,500.00 $80.00 $4,000.00 57 2" Grind and Overlay 2,804 SY $35.00 $98,140.00 $36.00 $100,944.00 $35.00 $98,140.00 $125.00 $350,500.00 $60.00 $168,240.00 58 Replace Manhole Drop Inlet 1 EA $7,500.00 $7,500.00 $1,500.00 $1,500.00 $7,000.00 $7,000.00 $6,500.00 $6,500.00 $10,000.00 $10,000.00 59 Mortar Coat Manhole, 6 feet or less in depth 9 EA $3,200.00 $28,800.00 $1,500.00 $13,500.00 $8,100.00 $72,900.00 $7,800.00 $70,200.00 $5,000.00 $45,000.00 60 Mortar Coat Manhole, Greater than 6 feet in depth 3 EA $3,800.00 $11,400.00 $2,000.00 $6,000.00 $18,200.00 $54,600.00 $12,500.00 $37,500.00 $5,500.00 $16,500.00 61 Repair/Reform Manhole Bench & Invert 31 EA $2,000.00 $62,000.00 $1,000.00 $31,000.00 $2,000.00 $62,000.00 $220.00 $6,820.00 $1,500.00 $46,500.00 62 Replace Manhole Frame and Lid 13 EA $2,500.00 $32,500.00 $1,000.00 $13,000.00 $2,800.00 $36,400.00 $2,100.00 $27,300.00 $2,500.00 $32,500.00 63 Raise Manhole 11 EA $3,500.00 $38,500.00 $1,000.00 $11,000.00 $2,500.00 $27,500.00 $2,150.00 $23,650.00 $2,500.00 $27,500.00 64 Grout Manhole Grade Rings 25 EA $750.00 $18,750.00 $400.00 $10,000.00 $100.00 $2,500.00 $1,000.00 $25,000.00 $500.00 $12,500.00 65 Remove Manhole Ladder Rungs 34 EA $500.00 $17,000.00 $400.00 $13,600.00 $50.00 $1,700.00 $1,000.00 $34,000.00 $500.00 $17,000.00 66 Modify Manhole for Pipe Bursting 13 EA $2,000.00 $26,000.00 $1,000.00 $13,000.00 $1,500.00 $19,500.00 $1,800.00 $23,400.00 $1,000.00 $13,000.00 67 Inject Grout to Eliminate Manhole Infiltration 1 EA $1,000.00 $1,000.00 $3,000.00 $3,000.00 $6,700.00 $6,700.00 $9,500.00 $9,500.00 $7,000.00 $7,000.00 68 Remove & Replace Mainline Cleanout 4 EA $2,500.00 $10,000.00 $1,500.00 $6,000.00 $5,000.00 $20,000.00 $3,200.00 $12,800.00 $2,000.00 $8,000.00 $2,190,000.00 $2,433,973.00 $2,731,426.00 $2,806,503.00 $3,109,835.00 $6,190,000.00 $5,953,822.00 $6,587,363.00 $6,900,851.00 $7,962,840.00TOTAL BID Estimate - Inside Beach
Total
Total

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A
D
E
C
B

DELAWARE

HILLSDALE
US HWY 101 SB
US HWY 101 NB
3RD
STATE HWY 92 EB

NORFOLK
STATE HWY 92 WB
4TH

HUMBOLDT

EL CAMINO REAL
9TH
5TH

ALAMEDA DE LAS PULGAS

PACIFIC
POPLAR
2ND

SAN MATEO

PENINSULA

SARATOGA

J HART CLINTON

POLHEMUS

CRYSTAL SPRINGS

MARINERS ISLAND
THIRD

DE ANZA
CONCAR

FRANKLIN

EL CAMINO REAL
Source: Esri, DigitalGlobe, GeoEye, i-cubed, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AEX, Getmapping, Aerogrid, IGN, IGP, swisstopo, and the GIS User Community
Legend
A
B
C
D
EN
City of San Mateo
Collection System Basin Delineation
0 0.5 1 1.5 20.25
Miles

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 9 Section Name: CONSENT CALENDAR Account Number: 10-9811 File ID: 24-9441 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Human Resources Department
MEETING DATE: January 13, 2025
SUBJECT:

Police Department and Parks and Recreation — Classification Updates RECOMMENDATION:

BACKGROUND:

Police Department
The Police Department requested that a classification study be conducted for the employee holding the Police Digital Forensic Specialist position, as the position had evolved. A third-party consultant conducted the study and recommended that: 1) the Police Digital Forensic Specialist title be changed to Police Digital Forensic Analyst, 2) the job description be revised to ensure that it is accurate and reflects the duties currently being performed by the employee in the position, and 3) the salary range of the Police Digital Forensic Analyst be equivalent to the Police Evidence Analyst ($8,856.11- $10,561.08).

The Police Department and Human Resources supports the recommendations outlined above made by consultant.

Parks and Recreation
On October 7, 2024, the City Council approved a new memorandum of understanding (MOU) with SEIU which included language updating the Landscape Laborer classification to become part of the Landscape Maintenance Worker I/II classification series. This change allows for more efficient staffing and growth opportunities. Approving this change to the job specifications will allow the implementation of the approved updates.

BUDGET IMPACT:

Police Department
The salary range increase for the Police Digital Forensic Analyst classification will result in an additional cost of approximately $25,000 to the General Fund for Fiscal Year 2024-25. There is only one (1) funded position. Costs incurred in the current Fiscal Year can be accommodated in the Police Department's operating budget using salary savings from vacant positions. This new position will be incorporated into all future budgets.

Parks and Recreation
The consolidation of the Landscape Laborers with the Landscape Maintenance Workers I/II positions into one flexibly classed position was included in the 2024-25 adopted budget so this will have no fiscal impact.

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CITY OF SAN MATEO
ENVIRONMENTAL DETERMINATION:

This classification update is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (CEQA Guidelines Section 15378(b)(4).)

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 —Proposed Resolution
Exhibit A —Job Specification with tracked changes for Police Digital Forensic Analyst Exhibit B — Job Specification with tracked changes for Landscape Maintenance Worker I/II Laborer Exhibit C — Salary Range for Police Digital Forensic Analyst

STAFF CONTACT
Yumi Maeda, Senior Human Resource Analyst
[email protected]
(650) 522-7279

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5 CITY OF SAN MATEO
RESOLUTION NO. (2025)

APPROVING THE CLASSIFICATION UPDATES IN THE POLICE DEPARTMENT AND PARKS AND RECREATION

DEPARTMENT
WHEREAS, pursuant to the San Mateo Municipal Code Section 2.57.030(d), approval of new classifications and related job specifications, salary schedules, compensation changes, elimination or reinstatement of positions, reallocation of positions, reclassifications, and revisions of job specifications must be approved by City Council Resolution; and
WHEREAS, the proposed changes as detailed below are in response to the departments’ requests for classification updates to meet their staffing needs, increase program efficiency, improve staff retention, promote advancement, provide mentorship and cross-training opportunities, and to reflect the scope of the duties and responsibilities of the positions more accurately.

WHEREAS, the proposed job specifications for the classifications of the Police Digital Forensic Analyst and the Landscape Maintenance Worker I/II and Laborer are attached hereto as Exhibit A and B respectively; the proposed salary range for the classification of Police Digital Forensic Analyst is attached hereto as Exhibit C; and
WHEREAS, the employee associations representing the impacted classifications have been informed of the classification updates and have not brought forth any objections or concerns.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN MATEO, CALIFORNIA, HEREBY RESOLVES that:

1. The classification updates are not subject to California Environmental Quality Act (CEQA Guidelines Section 15061(b)(3)) because it can be seen with certainty that they will not cause a physical change in the environment.

2. The job specifications for the classifications of Police Digital Forensic Analyst and Landscape Maintenance Worker I/II and Laborer attached hereto as Exhibit A and B are approved.

3. The salary range for the classification of Police Digital Forensic Analyst attached hereto as Exhibit C is approved.

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Exhibit A

POLICE DIGITAL FORENSIC ANALYST

DEFINITION
Under general direction, to perform forensic examination and analysis of digital devices for police investigations; to assist in standard evidence collection practice; to ensure effective storage, maintenance, control of evidence and related computer forensic equipment and supplies; to maintain necessary data and statistics; and perform related duties as required.

DISTINGUISHING CHARACTERISTICS
This classification is responsible for performing a variety of non-sworn, advanced and highly specialized tasks related to examination of and collection of digital forensic evidence. It is distinguished from other civilian police classifications by its primary responsibility for evaluating and analyzing digital forensic evidence.

SUPERVISION RECEIVED AND EXERCISED
Receives supervision from the Investigations Sergeant.

May provide lead direction to interns or other staff as necessary.

EXAMPLES OF DUTIES - Depending upon assignment, duties may include, but are not limited to, the following:

Conduct forensic analysis, comparison and examination of evidence from mobile devices, computers and other digital devices for the purpose of police investigations.

Examine, disassemble, reassemble, evaluate, extract and interpret data from cell phones, smart phones, mobile devices, tablets, desktop and laptop computers, personal computers, servers, closed-circuit television (CCTV) systems, security equipment, vehicles, compact discs, digital video discs, DVR’s, gaming consoles, portable hard drives and related devices.

Transfer data and evidence from evidentiary items to other forms of media for presentation to sworn personnel, court, and for long term storage as evidence, ensuring proper evidentiary protocols are followed.

Prepare and maintain statistical and operational logs, records, databases, and other files according to department policies; prepare written reports on analysis completed and communicate findings.

Collect, preserve, label, catalog, and store evidentiary items for presentation in criminal proceedings in accordance with legal standards.

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City of San Mateo
Police Digital Forensic Analyst

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9 Track all evidentiary devices and performs audits of property and evidence.

Prepare digital evidence for owner release or disposal.

Assist by providing on-scene forensic examination of evidence from mobile devices, computers and other digital devices when search warrants are being served.

Maintain records and prepare reports detailing findings and investigative methods for digital forensic examinations.

Research and evaluate new technical developments in digital forensic examination and analysis of digital evidence.

Maintain a consistent and current understanding of laws and technology in the areas of digital forensics and other areas of responsibility and recommend changed in policies and procedures consistent with laws.

Perform crypto-currency tracking.

Serve as primary point of contact between the Police Department and US Secret Service Electronic Crimes Task Force.

Maintain and ensure operability of computer forensic equipment.

Represent the Department at community meetings and with other agencies on issues relating cybercrime and computer and network safety.

Prepare evidence displays and testify in court as an expert witness in computer/digital forensics.

Provide file information to authorized personnel.

Train new employees in legal requirements, department policies and procedures as they relate to digital forensic evidence collection.

Perform administrative and law enforcement support activities as designated.

Assume responsibility for ensuring the duties of the position are performed in a safe, efficient manner.

Perform related duties as assigned.

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City of San Mateo
Police Digital Forensic Analyst

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9 QUALIFICATIONS
Knowledge of:

Crime scene forensic investigation procedures.

Operating systems, intrusion, and computer forensic tools.

Forensic science as it applies to the collection and preservation and handling of evidence.

Methods and techniques used in the identification, collection and preservation of digital forensic evidence.

Photographic techniques, equipment, and documentation used in crime scene photography.

Rules and procedures of providing testimony in court.

Programs used in the digital examination of evidence such as Cellebrite, and other computer applications related to the work, including word processing and commonly used law enforcement databases.

California Electronic Communications Privacy Act, and other Codes, regulations, policies and procedures related to the tasks to which assigned.

Advanced mobile device recovery techniques such as JTAG and Chip-off is highly desirable.

Applicable Federal, State, and local criminal and civil laws, codes, and regulations.

Principles and practices of electronic data storage, data encryption, and computer security systems.

Ability to:

Use current methods and techniques of digital evidence collection, recognition, identification, comparison and verification.

Effectively examine and analyze computer hardware, software, and electronically stored data pertaining to law enforcement.

Safely collect, handle, transport, process, secure, and store digital evidence.

Find and extract electronically stored information to be used as evidence.

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City of San Mateo
Police Digital Forensic Analyst

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9 Perform complex digital evidence recovery and analysis work.

Operate office equipment including computer information systems to include digital processing, database inquiry and word processing.

Effectively testify as an expert witness in court.

Work cooperatively with other law enforcement organizations and federal agencies.

Maintain confidentiality with classified and sensitive information.

Review and process evidence which may be disturbing in nature.

Maintain the integrity of evidence and chain of custody in accordance with established guidelines.

Prepare accurate written reports; maintain accurate and legible logs and records.

Communicate clearly and concisely, both orally and in writing.

Work in a safe manner, following safety practices and procedures, model, and coach others in correct procedures.

Maintain confidentiality.

Experience and Training Guidelines
Any combination of experience and training that would likely provide the required knowledge and abilities is qualifying. A typical way to obtain the knowledge and abilities would be:

Experience:

Two years of experience performing police-related duties specifically related to digital evidence technology related to computer forensics including some experience with handling of evidence, evidence collection and processing.

Training:

A Bachelor’s of Arts or Science degree from an accredited college in administration of justice, evidence technology, computer science or related field.

Licenses and Certificates:

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City of San Mateo
Police Digital Forensic Analyst

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9 Possession of, or ability to obtain, a valid California Driver’s License and a satisfactory driving record.

Possession of or ability to obtain ENCE certification from ENCASE, and certification to use Cellebrite highly desirable
ADA Special Requirement:

Essential duties require the following physical abilities and work environment:

Must be able to work a flexible schedule including emergency call-in, overtime with extended hours, call-back, shift-work, nights, holidays, and weekends to accommodate investigatory needs.

Must be able to perform work in a variety of locations to include on-site work at crime scenes, and in the Police Department. Work is performed in indoor and outdoor environments. When work is performed outdoors, there is full exposure to the elements. The incumbent may be exposed to related health hazards to include blood and other bodily fluids/products, infectious diseases, human borne parasites, air, water, and blood borne pathogens, and may have contact with complete and/or partial human corpses in various stages of decomposition. Other health hazards may include odors, toxic chemicals, and hazardous substances. Occasionally, work is performed within confined areas or at high altitudes, including photography from helicopters. Physical demands include some ability to stand, walk, bend, lift, and reach. May be required to independently work crime scene investigations either without supervision or without sworn police presence. Incumbents must be able to meet the physical requirements of the class and have mobility, vision, hearing and dexterity levels appropriate to the duties to be performed.

ADOPTED CC: 11-8-17
REVISED CC:

FORMER TITLES:

BARGAINING UNIT: GENERAL UNIT
FLSA: NON-EXEMPT
PERFORMANCE APPRAISAL: WHITE COLLAR LEADS / PROGRAMS
DOT: NO
PRE APPT-MEDICAL: YES
SAFETY SENSITIVE: YES
REQUIRED HARASSMENT PREVENTION TRAINING: SUPERVISORY
FORM 700: NO
JOB CODES: 5286
ABOLISHED:

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Exhibit B

LANDSCAPE MAINTENANCE WORKER I/II

LABORER

DEFINITION
Under supervision, performs a variety of skilled gardening and landscape maintenance duties associated with the development, repair, and maintenance of public landscaped areas. Operates a wide variety of park and/or golf course equipment; may operate various mowing equipment to cut a variety of turfgrass areas throughout the City; and to perform related work as required.

Landscape Laborers and Landscape Maintenance Workers I/II are found in the Parks and Golf Course Divisions of the Parks and Recreation Department. Incumbents in these classifications may work individually on occasion, but primarily in combination with other Landscape Maintenance Workers and Landscape Laborers as a crew assigned to specific gardening and maintenance projects in City parks, municipal golf course, athletic fields, or other City facilities.

DISTINGUISHING CHARACTERISTICS
Landscape Laborer - This is the entry level class in the Landscape Maintenance Worker class series.

This position must be adaptive and work well with others. The laborer will be the primary position for all manual tasks. The individual must have good work habits and display good judgment and be able to work safely. The position must demonstrate the ability to operate a full range of hand tools and light engine equipment or acquire the skills after training.

Landscape Maintenance Worker I - This is the mid-level class in the Landscape Maintenance Worker class series. The positions in this class will normally perform most of the duties required of the Landscape Maintenance Worker I and II. However, as compared to the Landscape Maintenance Worker II, they are not expected to function at the same skill level and will normally exercise less discretion and judgment on matters related to work procedures and methods. Work is usually supervised while in progress and fits a pattern which has been established and explained before the work is started. Generally, changes in procedures or exceptions are explained in detail as they arise.

Work assignments vary depending upon the function to which individuals are assigned and periodic work assignment transfers occur both for training purposes and to meet departmental staffing and work productivity requirements.

Landscape Maintenance Worker II - This is the journey level class in the Landscape Maintenance Worker series. Positions in this class are flexibly staffed and are normally filled by advancement from the Landscape Maintenance Worker I class, or when filled from the outside, require prior experience in the maintenance of landscaped areas. Appointment to the higher class requires that the employee be performing substantially the full range of duties for the class and meet the qualification standards for the class. All positions assigned to the class require the ability to work independently, exercising

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0 judgment and initiative. For positions assigned to the golf course and landscape mowing crews, the demonstrated ability to operate the full range of park equipment normally utilized by the City in a safe, efficient and proper manner is a prerequisite for being assigned to the class. Work assignments vary depending upon the function to which individuals are assigned and periodic work assignment transfers occur both for training purposes and to meet departmental staffing and work productivity requirements.

SUPERVISION RECEIVED AND EXERCISED
Receives general supervision from the Senior Park Landscape Maintenance Worker or Golf Course Maintenance Supervisor. Technical or functional supervision may also be provided by higher-level department personnel. May provide supervision for seasonal (per diem) workers.

EXAMPLES OF DUTIES - Depending upon assignment, duties may include, but are not limited to, the following:

Landscape Maintenance/Horticulture
Maintains grounds and plantings in City parks, recreation facilities, playground areas, municipal building grounds, and street median islands
Maintains designated landscape effects through mowing, edging, pruning, weeding, fertilizing, cultivating, planting lawns, shrubs, ground cover, trees, and flowerbeds.

Picks up, cleans and removes debris and trash from walkways, picnic areas, play areas, restrooms, parking lots, drainage ditches and culverts.

Performs minor routine maintenance and repair on sprinklers and irrigation equipment.

Operates various power mowers, edgers, line trimmers, backpack blowers, sprayers, chain saws, aerators and other power equipment.

Assists in the mixing and applications of various pesticides, including herbicides.

Drive vehicles used to transport materials, tools, and equipment as required.

Assists in installation, minor repair and maintenance of parks and recreation playground equipment or furniture.

Work cooperatively and effectively with co-workers.

Respond to inquiries from the public.

Fully utilize the computerized work systems in accordance with workflow processes.

Work alone or as a member of a crew.

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0 Landscape Maintenance/Equipment Operation
Maintain and prepare athletic fields including dragging and watering baseball diamonds.

Operate complex mowing equipment; operate trucks, tractors, front end loaders, spray rigs, trenchers, and utilize a variety of hand and power tools in park maintenance work.

Fully utilize the computerized work systems in accordance with workflow processes.

Work alone or as a member of a crew.

Drive vehicles used to transport materials, tools and equipment as required.

Aerify, fertilize, seed and top-dress athletic fields, and other associated turfgrass areas.

Assist in the mixing and application of various pesticides, including herbicides Work cooperatively and effectively with co-workers.

Perform routine preventative maintenance on mowing equipment and hand and power tools used in the course of work.

Performs minor routine maintenance and repair on sprinklers and irrigation equipment.

Landscape Maintenance/Golf Course
Perform routine preventive maintenance on mowing and hand and power tools used in the course of work.

Install, clean and rake sand traps.

Mow and trim tees and greens.

Assist in the construction, renovation, and maintenance of fairways, tees, sand traps, greens and other landscaped areas.

Apply pesticides and fertilizers to turf areas.

Aerify, fertilize, seed and top-dress greens complexes, and other associated turfgrass areas.

Perform routine maintenance on sprinklers and irrigation equipment.

Assist with irrigation repairs on main lines, lateral lines, valves, and heads under supervision from the Irrigation Specialist.

Assist with small equipment maintenance or repairs under supervision.

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0 Fully utilize the computerized work systems in accordance with workflow processes.

Water, weed, trim, renovate, fertilize and perform mowing of golf course.

Respond to inquiries from the public.

Drive vehicles to transport materials, tools, and equipment as required.

Work alone or as a member of a crew.

Work cooperatively and effectively with co-workers.

If assigned to the golf course, golf course setup procedures including but not limited to: cup cutting, proper pin location movement, dew removal and tee marker placement.

If assigned to the golf course, perform routine maintenance on greens, fairways and tees.

Early mornings and rotational weekend and holiday scheduling are required.

QUALIFICATIONS
Landscape Laborer
Knowledge of:

Basic methods, tools, materials, and equipment used in grounds maintenance work.

Safe work practices.

Basic construction and repair methods.

Ability to:

Perform semi-skilled, heavy manual landscape work.

Learn to safely operate the full range of light equipment utilized in landscape maintenance work, as assigned.

Use computers and handheld electronic devices in the course of work.

Work cooperatively and effectively with co-workers and provide general assistance to the public.

Ability to work weekends and holidays as required.

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0 Successful applicant must pass a physical and background check prior to starting in the position.

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0 Experience and Education:

Any combination equivalent to experience and training that could likely provide the required knowledge and abilities would be qualifying. A typical way to obtain the knowledge and abilities would be:

Experience:

Six months of experience performing a variety of horticultural maintenance work.

Education:

Completion of high school or equivalent.

Landscape Maintenance Worker I
Knowledge of:

Basic methods, tools, materials, and equipment used in grounds maintenance work.

Safe work practices.

Knowledge of plant materials common in area and their care.

Basic construction and repair methods.

The basic operation of mowing equipment utilized by the City.

For employees assigned to the golf course, a basic knowledge of the game of golf is desirable.

Ability to:

Perform semi-skilled landscape and golf course maintenance work.

Learn to safely operate the full range of light and heavy equipment utilized in golf and landscape maintenance work.

Use computers and handheld electronic devices in the course of work.

Learn to mix and apply herbicides.

Perform heavy manual labor.

Work cooperatively and effectively with co-workers and provide general assistance to the public.

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0 Ability to work weekends and holidays as required.

Experience and Education
Any combination equivalent to experience and education that could likely provide the required knowledge and abilities would be qualifying. A typical way to obtain the knowledge and abilities would be:

Experience:

One year of experience performing a variety of horticultural and/or golf course maintenance work.

Education:

Completion of high school or equivalent
Landscape Maintenance Worker II
In addition to the qualifications for Landscape Maintenance Worker I:

Knowledge of:

Plant and turf pests and diseases and methods for the control and eradication.

An advanced knowledge of plant materials and the care required to properly maintain them.

Proper, safe, and effective use of landscape maintenance tools, equipment and materials.

If assigned to turf mowing work, the operational characteristics of the full range of mowing equipment utilized by the City.

For employees assigned to the golf course, a basic knowledge of the game of golf is desirable.

Ability to:

Perform skilled landscape and golf course maintenance work.

Operate the full range of light and heavy equipment utilized in golf and landscape maintenance work.

Use computers and handheld electronic devices in the course of work.

Work cooperatively and effectively with co-workers.

Ability to work weekends and holidays as required.

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0 Experience and Education:

Any combination of experience and education equivalent to that of a Landscape Maintenance Worker I, which likely provides the required knowledge and abilities, would be considered qualifying. A typical way to obtain the necessary knowledge and abilities includes:

One year of experience performing duties comparable to those of a Landscape Maintenance Worker I with the City of San Mateo.

LICENSE AND CERTIFICATE
Possession of, or ability to obtain, a valid California Class C driver’s license and good driving record.

ADA Special Requirement:

Essential duties require the following physical abilities and work environment:

Ability to sit, stand, walk, kneel, crouch, squat, stoop, reach, twist, and lift 80 pounds; exposure to cold, heat, outdoors, chemicals, dust and mechanical hazards.

ADOPTED CC: 3-01-81, 10-06-86
REVISED CC: 6-21-99, 8-21.17, 2-18-20
FORMER TITLES:

BARGAINING UNIT: SEIU MAINTENANCE UNIT
FLSA: NON EXEMPT
DOT: NO
PRE APPT MEDICAL: YES
SAFETY SENSITIVE: NO
REQUIRED HARASSMENT PREVENTION TRAINING: NON-SUPERVISORY FORM 700: NO
JOB CODES: LNDCP MAINT WORKER I – 6071, LNDCP MAINT WORKER II – 6060 ABOLISHED:

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Exhibit C
City of San Mateo- Merit Salary Schedule for Adoption by Council on January 13, 2025 Police Digital Forensic Analyst (Job Code 5286)
Steps Hourly Biweekly Monthly Annual
Step 1 51.10 4,087.44 8,856.11 106,273.32
Step 2 53.40 4,271.37 9,254.63 111,055.56
Step 3 55.78 4,463.45 9,671.09 116,053.08
Step 4 58.32 4,664.45 10,106.30 121,275.60
Step 5 60.91 4,874.34 10,561.06 126,732.96

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 10 Section Name: CONSENT CALENDAR Account Number: 18-6111 File ID: 24-9494 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Parks and Recreation Department
MEETING DATE: January 13, 2025
SUBJECT:

San Mateo Adult and Career Education Recreation Instruction Services – Agreement RECOMMENDATION:

Approve an agreement with San Mateo Union High School District for Recreation Services facilitated by San Mateo Adult and Career Education in an amount not to exceed $25,000, for a term from January 6, 2025, through June 30, 2026, and authorize the Parks and Recreation Director to execute the agreement in substantially the form presented.

BACKGROUND:

For many years, the Recreation Division has collaborated with the San Mateo Adult and Career Education program by offering adult art programs at the Senior Center. The mission of San Mateo Adult and Career Education is to provide accessible, high-quality education and training that enables adults to achieve their personal and professional goals. This mission is guided by several key principles that emphasize the inherent dignity and equal worth of every individual. The organization recognizes the importance of lifelong, personalized learning and promotes a culture where diversity enriches the community.

Their continued commitment to fostering mutual responsibility between individuals and their communities, encouraging individuals to contribute to and benefit from a collaborative, supportive learning environment. San Mateo Adult and Career Education, facilitated through the San Mateo Union High School District, offers a wide range of opportunities for adults, including adult education, high school diploma and GED programs, English as a Second Language (ESL) courses, and community enrichment classes. Formalizing this partnership will strengthen opportunities for the community and ensure the goals of San Mateo Adult and Career Education are met with greater efficiency and support. As the proposed agreement involves two government entities, it requires the approval of the City Council.

BUDGET IMPACT:

All compensation to the contractor is covered by course registration fees paid by the participants.

ENVIRONMENTAL DETERMINATION:

This agreement is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 - Agreement

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CITY OF SAN MATEO

STAFF CONTACT
Joanne Magrini, Director, Park and Recreation
[email protected]
650-522-7404

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4 AGREEMENT WITH SAN MATEO UNION HIGH SCHOOL DISTRICT

FOR RECREATION INSTRUCTOR SERVICES FACILITATED BY SAN MATEO ADULT AND CAREER

EDUCATION
This Agreement is made and entered into this day _______________ by and between the CITY OF SAN MATEO, a municipal corporation existing under the laws of the State of California ("CITY"), and San Mateo Union High School District facilitated by San Mateo Adult and Career Education, a Public Educational High School District, whose address is 650 North Delaware Street, San Mateo, CA 94401. ("CONTRACTOR").

RECITALS:

A. CITY desires certain Recreation Instructor Services hereinafter described.

B. CITY desires to engage CONTRACTOR to provide these Recreation Instructor Services by reason of its qualifications and experience for performing such services and CONTRACTOR has offered to provide the required services on the terms and in the manner set forth herein.

NOW, THEREFORE, IT IS AGREED as follows:

SECTION 1 - SCOPE OF SERVICES
.

The scope of services to be performed by CONTRACTOR under this Agreement is as described in Exhibit A to this Agreement, which is attached and incorporated by reference.

SECTION 2 - DUTIES OF CONTRACTOR
CONTRACTOR shall be responsible for the professional quality, technical accuracy and coordination of all work furnished by CONTRACTOR under this Agreement. CONTRACTOR shall, without additional compensation, correct or revise any errors or deficiencies in its work.

CONTRACTOR represents that it is qualified to furnish the services described under this Agreement.

CONTRACTOR shall be responsible for employing or engaging all persons necessary to perform the services of CONTRACTOR.

CONTRACTOR agrees to comply with the City’s minimum wage ordinance as codified in Municipal Code Chapter 5.92, which differs from the state minimum wage and includes a Consumer Price Index escalator.

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4 SECTION 3 - DUTIES OF CITY
CITY shall provide pertinent information regarding its requirements for the project.

CITY shall examine documents submitted by CONTRACTOR and shall render decisions pertaining thereto promptly, to avoid unreasonable delay in the progress of CONTRACTOR'S work.

SECTION 4 - TERM
The services to be performed under this Agreement shall commence on January 6, 2025 and be completed on June 30, 2026.

SECTION 5 - PAYMENT
Payment shall be made by CITY only for services rendered and upon submission of a payment request upon completion and CITY approval of the work performed. In consideration for the full performance of the services set forth in Exhibit A, CITY agrees to pay CONTRACTOR pursuant to rates stated in Exhibit B, attached and incorporated by reference.

SECTION 6 - TERMINATION
Without limitation to such rights or remedies as CITY shall otherwise have by law, CITY shall have the right to terminate this Agreement or suspend work on the Project for any reason, upon ten (10) days' written notice to CONTRACTOR. CONTRACTOR agrees to cease all work under this Agreement upon receipt of said written notice.

SECTION 7 - OWNERSHIP OF DOCUMENTS
All documents prepared by CONTRACTOR in the performance of this Agreement are and shall be the property of CITY, whether the project for which they are made is executed or not.

SECTION 8 - CONFIDENTIALITY
All reports and documents prepared by CONTRACTOR in connection with the performance of this Agreement are confidential until released by CITY to the public. CONTRACTOR shall not make any such documents or information available to any individual or organization not employed by CONTRACTOR or CITY without the written consent of CITY before any such release.

SECTION 9 - INTEREST OF CONTRACTOR
CONTRACTOR covenants that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the services under this Agreement.

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4 SECTION 10 - CONTRACTOR'S STATUS
It is expressly agreed that in the performance of the services required under this Agreement, CONTRACTOR shall at all times be considered an independent contractor as defined in Labor Code Section 3353, under control of the CITY as to the result of the work but not the means by which the result is accomplished. Nothing herein shall be construed to make CONTRACTOR an agent or employee of CITY while providing services under this Agreement.

SECTION 11 - INDEMNITY
CONTRACTOR agrees to hold harmless and indemnify CITY, its elected and appointed officials, employees, and agents from and against any and all claims, loss, liability, damage, and expense arising out of CONTRACTOR’s performance of this Agreement, except for those claims arising out of CITY’s sole negligence or willful misconduct. CONTRACTOR agrees to defend City, its elected and appointed officials, employees, and agents against any such claims. The CONTRACTOR’S duty to indemnify shall survive expiration or early termination of this Agreement.

SECTION 12 - INSURANCE
Contractor shall procure and maintain for the duration of the contract the insurance specified in Exhibit C to this Agreement.

SECTION 13 - NONASSIGNABILITY
Both parties hereto recognize that this Agreement is for the personal services of CONTRACTOR and cannot be transferred, assigned, or subcontracted by CONTRACTOR without the prior written consent of CITY.

SECTION 14 - RELIANCE UPON SKILL OF CONTRACTOR
It is mutually understood and agreed by and between the parties hereto that CONTRACTOR is skilled in the performance of the work agreed to be done under this Agreement and that CITY relies upon the skill of CONTRACTOR to do and perform the work in the most skillful manner, and CONTRACTOR agrees to thus perform the work. The acceptance of CONTRACTOR's work by CITY does not operate as a release of CONTRACTOR from said obligation.

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4 SECTION 15 - WAIVERS
The waiver by either party of any breach or violation of any term, covenant, or condition of this Agreement or of any provisions of any ordinance or law shall not be deemed to be a waiver of such term, covenant, condition, ordinance or law or of any subsequent breach or violation of the same or of any other term, condition, ordinance, or law. The subsequent acceptance by either party of any fee or other money which may become due hereunder shall not be deemed to be a waiver of any preceding breach or violation by the other party of any term, covenant, or condition of this Agreement or of any applicable law or ordinance.

SECTION 16 - COSTS AND ATTORNEY FEES
Attorney fees in total amount not exceeding $5000, shall be recoverable as costs (by the filing of a cost bill) by the prevailing party in any action or actions to enforce the provisions of this Agreement. The above $5000 limit is the total of attorney fees recoverable whether in the trial court, appellate court, or otherwise, and regardless of the number of attorneys, trials, appeals, or actions. It is the intent of this provision that neither party shall have to pay the other more than $5000 for attorney fees arising out of an action, or actions to enforce the provisions of this Agreement.

SECTION 17 - NON-DISCRIMINATION
CONTRACTOR warrants that it is an Equal Opportunity Employer and shall comply with applicable regulations governing equal employment opportunity. Neither CONTRACTOR nor any of its subcontractors shall discriminate in the employment of any person because of race, color, national origin, ancestry, physical handicap, medical condition, marital status, sex, or age, unless based upon a bona fide occupational qualification pursuant to the California Fair Employment and Housing Act.

SECTION 18 - MEDIATION
Should any dispute arise out of this Agreement, any party may request that it be submitted to mediation. The parties shall meet in mediation within 30 days of a request. The mediator shall be agreed to by the mediating parties; in the absence of an agreement, the parties shall each submit one name from mediators listed by either the American Arbitration Association, the State Mediation and Conciliation Service, or other agreed-upon service. The mediator shall be selected by a blind draw.

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4 SECTION 19 - LITIGATION
CONTRACTOR shall testify at CITY's request if litigation is brought against CITY in connection with CONTRACTOR's services under this Agreement. Unless the action is brought by CONTRACTOR, or is based upon CONTRACTOR's wrongdoing, CITY shall compensate CONTRACTOR for preparation for testimony, testimony, and travel at CONTRACTOR's standard hourly rates at the time of actual testimony.

SECTION 20 - NOTICES
All notices hereunder shall be given in writing and mailed, postage prepaid, addressed as follows:

To CITY: Tracy Brumett
City of San Mateo
330 W. 20th Ave.

San Mateo, CA 94403
To CONTRACTOR: San Mateo Adult and Career Education
Attn: Jeri McGovern
789 East Poplar Ave.

San Mateo, CA 94401
SECTION 21 - AGREEMENT CONTAINS ALL
UNDERSTANDINGS; AMENDMENT
This document represents the entire and integrated agreement between CITY and CONTRACTOR and supersedes all prior negotiations, representations, and agreements, either written or oral.

This document may be amended only by written instrument, signed by both CITY and CONTRACTOR.

SECTION 22 - GOVERNING LAW AND VENUE
This Agreement shall be governed by the laws of the State of California and, in the event of litigation, venue will be in the County of San Mateo.
[SIGNATURE PAGE FOLLOWS]

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4 IN WITNESS WHEREOF, CITY OF SAN MATEO and San Mateo Union High School District have executed this Agreement the day and year first above written.

CITY OF SAN MATEO CONTRACTOR
Joanne Magrini
Parks and Recreation Director
Date Angela Taylor, M.A
Director
Date

APPROVED AS TO FORM
Mazarin Vakharia
Assistant City Attorney
Date
Attachments:

Exhibit A: Scope of Services
Exhibit B: Payment Rates
Exhibit C: Insurance Requirements

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4 EXHIBIT A

SCOPE OF SERVICES
Contractor Information
The Contractor for this agreement is San Mateo Union High School District, with the main contact being Jeri McGovern from the San Mateo Adult and Career Education program. The district is located at 789 East Poplar Ave., San Mateo, CA 94401. Jeri McGovern can be reached at 650-558-2100 or via email at [email protected].

Agreement Term
The agreement term begins upon execution and continues through June 30, 2026.

Instructional Services
The Contractor agrees to provide instructional services for adult programs located at the San Mateo Senior Center, specifically in-person courses, with a minimum enrollment requirement of 8 participants. Drop-in services will not be offered for these programs.

Additional Responsibilities and Terms
a. The Contractor shall cooperate with other City Parks and Recreation programs and exercise reasonable and diligent care to protect City property at all times. b. The Contractor shall hold the class or classes if at least the required minimum number of students, as outlined in Exhibit A, have enrolled.
c. The Contractor shall attend required training programs provided by the City’s Parks and Recreation Department and assist with publicity efforts by giving demonstrations or participating in Department shows, fairs, and special events.
d. The Contractor shall not allow any person to participate in the program who is not registered through the Department or a partner city in a jointly offered program. e. The Contractor shall ensure that all participants in City-sponsored programs are registered using a Department standard registration form, which must include the participant’s or their parent/guardian’s signature.
f. The Contractor may only use City-provided participant information for purposes directly related to the participant’s enrollment or participation in the specific activity. The Contractor is prohibited from using this information to contact participants for any other purpose or providing this information to any third-party organization or individual unless specifically approved by the Contractor’s City representative. The Contractor may allow participants, or the parents of minor participants, the opportunity to voluntarily provide their contact information to the Contractor within the classroom setting.

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4 EXHIBIT B

PAYMENT RATES
Payment Rates
For the performance of the instructional services as described in Exhibit A, the Contractor will be compensated as follows:
● The rate for in-person or virtual courses held on City property is 70% of the course revenue, less administrative factor surcharges.

Special Terms
If a course is canceled due to low enrollment, neither the City nor the Contractor will receive any revenue or payment, as all patrons will be refunded 100%.

No make-up classes will be scheduled for this course.

Payment Terms
The Contractor will be paid in one installment at the end of each session, according to the Recreation Production Schedule. Payment will be made within three weeks of the session's conclusion. If a registrant signs up after the class start date or withdraws before it ends, the fees will be prorated, and the Contractor’s payment will also be adjusted accordingly.

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4 EXHIBIT C

INSURANCE REQUIREMENTS
CONTRACTOR shall provide and maintain a Certificate of Insurance and endorsements that shows the following coverage:

X
Low to
Medium-
Risk
Activities
$1,000,000 each occurrence
and $2,000,000 Aggregate Limit
Minimum
High-Risk
Activities
$2,000,000 each occurrence and
$4,000,000 Aggregate Limit
Minimum
(Not offered through Alliant)
Lectures, Seminars etc. Physical Sports- Contact Football, Tennis, Swimming, Softball etc.

Music Lessons-Group or Private Horseback riding
Book Club Skateboarding, Ice Skating, etc.

Adult/Youth Dance and Fitness Sailing or other water sports Arts and Crafts (not involving heavy machinery or
hazardous materials) Gymnastics
Learning and Enrichment (Science, cooking, language,
etc.) Martial Arts
Yoga/Chair Yoga Cheerleading
Other: ________________________ Other: ________________________ A.Coverage shall be at least as broad as:

1.Commercial General Liability (CGL): Insurance Services Office (ISO) Form CG 00 01 12 07 covering CGL on an “occurrence” basis, including products-completed operations, personal & advertising injury, with limits no less than $1,000,000 per occurrence ($2,000,000 if required above). 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.

2.Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.

3.Proof of Automobile Insurance for the vehicle the Contractor will use as required by the State of California. If the Contractor’s vehicle changes, it is the Contractor’s responsibility to update the proof of automobile insurance provided to the City.

4.Sexual Abuse or Molestation (SAM) Liability: If the work will include contact with minors, and the CGL policy referenced above is not endorsed to include affirmative coverage for sexual abuse or molestation, Contractor shall obtain and maintain a policy covering Sexual Abuse and Molestation with a limit no less than $1,000,000 per occurrence or claim.

If the Contractor maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the contractor.

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4 Certificate Holder:

City of San Mateo
330 W 20th Ave
San Mateo, CA 94403
B. Insurance Endorsement Requirements:

The CGL policy is to contain, or be endorsed to contain, the following provisions:

1.Additional Insured Endorsement
The City, its elected and appointed officials, employees, and agents are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used).

The Additional Insured Endorsement should be a separate document from the certificate and should indicate: “The City of San Mateo, its elected and appointed officials, employees, and agents are named as additional insured.”

2.Primary & Non-Contributory Endorsement
For any claims related to this contract, the Contractor’s CGL coverage shall be primary insurance as respects the City, its elected and appointed officials, employees, and agents. Any insurance or self- insurance maintained by the City, its elected and appointed officials, employees, or agents shall be in excess of the Contractor’s insurance and shall not contribute with it.

3.Waiver of Transfer (Subrogation) Endorsement
Contractor hereby grants to City a waiver of any right to subrogation which any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance.

Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

The Waiver of Transfer (Subrogation) Endorsement should be a separate document from the certificate and should indicate: “The City of San Mateo, its elected and appointed officials, employees, and agents are named as additional insured.”
C.Additional Insurance Information
Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be cancelled, except after thirty (30) days’ prior written notice (10 days for non-payment) has been given to the City.

Deductibles and Self-Insured Retentions
Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Contractor to purchase coverage with a lower deductible or retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

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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4 Verification of Coverage
Contractor shall furnish the City with original certificates and amendatory endorsements, or copies of the applicable policy language effecting coverage required by this Exhibit. All certificates and endorsements are to be received and approved by the City before work commences, at least 30 days before programming begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. Failure to provide required insurance documents may result in cancellation or postponement of scheduled programming.

The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

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CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 11 Section Name: OLD BUSINESS Account Number: 26-4662 File ID: 24-9509 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Public Works Department
MEETING DATE: January 13, 2025
SUBJECT:

Third Avenue and South Norfolk Street Intersection Modification Project — Appropriation, Budget Transfers, and Agreement
RECOMMENDATION:

Adopt a Resolution authorizing an appropriation of $200,000 from the City’s Measure A funds, and budget transfers of $65,000 from the Traffic Signal Video Detection Replacement Project and $40,000 from the Bike San Mateo Program Project to the Community Development Block Grant Projects project budget in the Capital Project Fund; approve an agreement with Liffey Electric, Inc. for construction of the 3rd Avenue and South Norfolk Street Intersection Modification Project in the amount of $1,298,745; establish a contingency reserve in the amount of $200,000; and authorize the Public Works Director to execute the agreement in substantially the form presented and issue change orders as allowed by the contract documents and within the contingency amount.

BACKGROUND:

The City receives federal funding from the U.S. Department of Housing and Urban Development for the Community Development Block Grant (CDBG) program and allocates the funds based on community priorities. A portion of the funds is available for infrastructure improvements, including bicycle and pedestrian projects, in the CDBG Target Areas of the City.

Improvements at the 3rd Avenue and Norfolk intersection were identified for the 2023-2025 CDBG program. The 3rd Avenue and South Norfolk Street Intersection Modification Project (Project) will improve bicycle and pedestrian safety and access around the intersection in the Shoreview and North Shoreview neighborhoods.

The Project advances several City objectives. A key part of the Project is establishing a bicycle connection between the pathway along the 3rd Avenue overcrossing and the bike path south of the 3rd Avenue and South Norfolk Street intersection that runs adjacent to San Mateo Creek. This connection was identified as a medium-high priority in the adopted 2020 Bicycle Master Plan (Plan). It includes the construction of an off-street, two-way bicycle facility as well as dedicated bicycle signals to facilitate safe passage of bicyclists through the area. The new improvements also separate vehicle, pedestrian, and bicyclist movements to minimize potential conflicts between different transportation modes in high-risk zones. In addition, modifications to traffic signal operations will optimize traffic flow through the intersection and improve the overall intersection level of service.

Public Outreach
Public outreach for the Project was broken up into two phases. The first phase was focused on gathering feedback from the community to understand their top concerns. The second phase of the of the outreach was focused on educating the community on the design and Project. Staff also hosted a community meeting on January 7, 2025, to present the final design and answer questions from members of the North Shoreview and Shoreview neighborhoods.

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•Phase I: On September 2023, a preliminary survey was released to the community to gather feedback about existing usage and top safety concerns at the Project intersection. Postage-paid paper surveys in both English and Spanish were mailed to approximately 650 residents within 1000 feet of the intersection. Additionally, an online survey with the same questions was noticed via flyers to neighborhood schools, emails to bike advocacy groups, NextDoor posts to Shoreview and North Shoreview neighborhoods, sidewalk stickers with QR code, posters at the intersection/approaches, and inclusion in the City e-newsletter. 171 total responses were recorded from both paper and online surveys, and the Project website had visits from 671 unique users. •Phase II: In October 2024, staff updated the community on Project status and provided more information about the proposed Project improvements. The City’s Project webpage was updated to include a recorded video presentation (with Spanish auto-captions available) discussing the Project background, findings from the preliminary survey, a plan showing the proposed safety improvements, and animation demonstrating how the traffic signal would operate with the proposed changes. The video can be accessed by visiting the Project website at: https://www.cityofsanmateo.org/4744/3rd-Ave-and-Norfolk-St-Intersection-Safe. Noticing was accomplished via mailed flyers in English and Spanish to approximately 1900 residents within ½ mile of the intersection east of HWY 101, flyers to neighborhood schools, emails to bike advocacy groups, NextDoor posts to Shoreview and North Shoreview neighborhoods, emails to ADA advocacy groups, sidewalk stickers with QR code, and posters at the intersection/approaches. In addition, staff met in person with residents and businesses fronting the Project area that would be directly impacted by proposed improvements. The Project website was visited by an additional 1,200 unique users and the recorded presentation had 269 views as of January 7, 2025. •Lastly, staff hosted a community meeting at the Shoreview Recreation Center on January 7, 2025, which was attended by approximately 60 community members primarily from the Shoreview and North Shoreview neighborhoods. Staff presented additional, more-detailed information about the project, including the project impetus, outreach efforts, and a discussion about the design and analysis process that led to the preferred design and signal operations alternative. Resident questions and feedback during the meeting were largely focused on concerns about the southbound and eastbound “No Right on Red” implementations, and their potential impact on congestion. Other concerns were about the number of bicyclist and pedestrians using the intersection compared to the number of vehicles, as well as cut-through traffic in both the North Shoreview and Shoreview neighborhoods. Many attendees indicated support for the bicycle and pedestrian safety improvements that the project will implement.
•To respond to community feedback received on January 7, 2025, staff’s presentation to Council will include information about the proposed intersection operations, including the impact on right-turning vehicles, bicycle and pedestrian volumes, and how the intersection will be monitored after completion of the project as well as how the intersection operations or signage can be adapted in the future if necessary.

Bid Results
The Engineer's Estimate for the Project is $1,250,000. The Project was advertised October 17, 2024, and a total of ten (10) bids were received and opened on November 7, 2024. The bids received are listed below in order of increasing bid amount.

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BIDDER RANK CONTRACTOR BID AMOUNT
1 (non-responsive) BuildCorp Inc. $1,137,500.00
2 Liffey Electric, Inc. $1,298,745.00
3 Redgwick Construction $1,395,825.00
4 Sposeto Engineering $1,422,727.75
5 Interstate Grading & Paving $1,516,811.25
6 O’Grady Paving $1,591,380.00
7 Joseph J. Albanese $1,595,870.00
8 St. Francis Electric $1,672,237.00
9 Golden Bay Construction $1,680,236.00
10 WR Forde Associates, Inc. $1,734,105.00
Staff reviewed the bids and found the first apparent low bidder to be nonresponsive. Staff determined that Liffey Electric, Inc., the second lowest bidder, is the lowest responsive and responsible bidder. Therefore, staff recommends for Council to award the construction agreement to Liffey Electric, Inc. Staff also recommends a $200,000 contingency be established to address unknown challenges due to the complexity of the traffic signal and civil improvement components of the Project.

BUDGET IMPACT:

There are sufficient funds available in the CDBG Projects (No. 461214) and E 3rd/Norfolk Intersection Reconstruction Project (No. 466608) to award this agreement in the amount of $1,298,745. However, the project requires an additional $300,000 in funding to meet the proposed contingency reserve, construction management fees, and engineering services during construction.

To meet the funding needs of the total estimated project cost, staff has identified a combined total of $105,000 of available Measure A funding from the Traffic Signal Video Detection Replacement Project (46R004) and Bike San Mateo (46R024) project budgets to be transferred to the CDBG Projects (461214) project budget. Additionally, staff requests an appropriation in the amount of $200,000 from the City’s Measure A funds be added to the CDBG Projects (461214) project to cover the remaining estimated funding need. A breakdown of additional funding required to meet this budget gap is presented below.

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ENVIRONMENTAL DETERMINATION:

This Project is categorically exempt from CEQA as an “existing facility,” because it consists of the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of existing or former use. (CEQA Guidelines Section 15301.)

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Proposed Resolution
Att 2 – Agreement

STAFF CONTACT
Kenny Tanaka, Assistant Engineer
[email protected]
650 522 7318

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8 CITY OF SAN MATEO
RESOLUTION NO. _____(2025)
AUTHORIZING AN APPROPRIATION IN THE AMOUNT OF $200,000 FROM THE CITY’S

MEASURE A FUNDS TO THE CDBG PROJECTS IN THE CAPITAL PROJECT FUND AND BUDGET TRANSFERS OF $65,000 FROM THE TRAFFIC SIGNAL VIDEO DETECTION REPLACEMENT AND $40,000 FROM THE BIKE SAN MATEO PROGRAM PROJECTS TO THE CDBG PROJECTS IN THE

CAPITAL PROJECT FUND
WHEREAS, the Council considers mid-year budget balancing through adjustments, appropriations, designations and transfers to adjust the current-year budget to meet anticipated changes in departmental budgetary needs; and
WHEREAS, as detailed in the accompanying Administrative Report, a budget transfer and appropriation are necessary to accomplish the City’s day-to-day business to support its goals and programs and to provide for anticipated additional expenditures; and WHEREAS, amendments to the adopted 2024-2025 Budget are necessary to address funding of those items; and
WHEREAS, the 3rd Avenue and South Norfolk Street Intersection Modification Project (Project) is funded by the CDBG Projects budget and will improve bicycle and pedestrian safety and access around the intersection; and
WHEREAS, in addition to the construction improvements, the Project requires construction management fees, engineering services during construction, and a proposed contingency reserve due to the complexity of the traffic signal and civil improvement components of the Project; and WHEREAS, additional funding in the amount of $305,000 is needed in the CDBG Projects to meet the proposed contingency reserve, construction management fees, and engineering services during construction; and
WHEREAS, staff proposes appropriating $200,000 from the City’s Measure A funds to the CDBG Projects for the Project;
WHEREAS, $65,000 in funds from the Traffic Signal Video Detection Replacement Project (46R004) budget is available to be transferred to the CDBG Projects for the Project; and WHEREAS, $40,000 in funds from the Bike San Mateo Program (46R024) budget is available to be transferred to the CDBG Projects for the Project.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN MATEO, CALIFORNIA, FINDS and RESOLVES that:

1. This City Council action is categorically exempt from CEQA review because it involves funding the operation, repair, maintenance, permitting, leasing, licensing or minor alternation of existing public or private structures, facilities, mechanical equipment, or topographical facilities involving negligible or no expansion of existing or former use. (CEQA Guidelines Section 15301.)

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8 2. An appropriation in the amount of $200,000 from the City’s Measure A funds to the CDBG Projects (461214) project budget in the Capital Project Fund is approved.

3. Amendments to the 2024-2025 Budget are approved, and transfers are authorized, as follows:
a. A transfer totaling $105,000 to the CDBG Projects (461214) project budget in the Capital Project Fund for the Third Avenue and South Norfolk Street Intersection Modification Project as follows:
•$65,000 from the Traffic Signal Video Detection Replacement Project (46R004).
•$40,000 from the Bike San Mateo Program (46R024).

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7 AGREEMENT WITH LIFFEY ELECTRIC, INC.

FOR PUBLIC IMPROVEMENT
FOR

THIRD AVENUE AND SOUTH NORFOLK STREET INTERSECTION MODIFICATION PROJECT CITY PROJECT NO. 461214-46021
THIS AGREEMENT FOR PUBLIC IMPROVEMENTS (“Agreement”), made and entered into in the City of San Mateo, County of San Mateo, State of California, by and between the CITY OF SAN MATEO, a municipal corporation existing under the laws of the State of California, (hereinafter called "City") and LIFFEY ELECTRIC, INC., a corporation, with offices at 3450 – 3 rd Street, Unit 4E, San Francisco, CA 94124 (hereinafter called "Contractor"), entered into this day of January 13, 2025.

RECITALS:
(a)City has taken appropriate proceedings to authorize construction of the public work and improvements, or other matters herein provided, and execution of this Agreement. (b)A notice was duly published for bids for the contract for the improvement hereinafter described. (c)After notice duly given on the date hereof, the City awarded the contract for the construction of the improvements hereinafter described to Contractor.

IT IS AGREED, as follows:

1. Scope of Work. Contractor shall perform the work according to the Contract Book entitled:
3RD AND SOUTH NORFOLK STREET INTERSECTION MODIFICATION PROJECT CITY PROJECT NO. 461214-46021

2. Contract Price. City shall pay, and the Contractor shall accept, the sum of one million, two hundred ninety-eight, seven hundred forty-five dollars and zero cents ($1,298,745.00) in full payment for the work set forth above.

Said price is determined by the prices contained in Contractor's bid and shall be paid as described in the Contract Book. In the event work is performed or materials furnished in addition to or a reduction of those set forth in Contractor's bid and the specifications herein, such work and materials will be paid for as described in the Contract Book.

3. The Contract Documents. The complete contract consists of the following documents: this Agreement; the Notice Inviting Sealed Proposals; the Accepted Proposal; the Contract Book which includes the Special Provisions, Revised Standard Specifications dated April 15, 2022, and Contract Drawings, the State of California Standard Specifications 2018 Edition, the State of California

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7 Department of Transportation Standard Plans, 2018 Edition, the Faithful Performance Bond, and the Labor and Material Bond (hereinafter referred to as the “contract documents”).

All rights and obligations of City and Contractor are fully set forth and described in the contract documents. The contract documents constitute the entire contract between the parties hereto pertaining to the subject matter hereof, fully supersede any and all prior understandings, representations, warranties and agreements between the parties hereto, or any of them, pertaining to the subject matter hereof, and may be modified only by written agreement signed by all of the parties hereto.

4. Schedule. All work shall be performed in accordance with the schedule provided pursuant to the Contract Book.

6. Legal Work Day - Penalties for Violation. Eight hours of labor shall constitute a legal day's work.

Contractor must submit certified payrolls to the Department of Industrial Relations in accordance with Labor Code Section 1776.

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7 Contractor agrees to comply with the City’s minimum wage ordinance as codified in Municipal Code Chapter 5.92, which differs from the state minimum wage and includes a Consumer Price Index escalator.

8. Senate Bill 854 Compliance Required. In accordance with Labor Code Sections 1725.5 and 1771.1, all contractors and subcontractors must be registered with the Department of Industrial Relations. In accordance with Labor Code Section 1771.4 the contractor must post job site notices as required by regulation and this project will be subject to compliance monitoring and enforcement by the Department of Industrial Relations.

9. Insurance. The Contractor shall procure and maintain for the duration of the contract and five years thereafter the insurance as specified in Exhibit A of this agreement.

13. Provisions Cumulative. The provisions of this agreement are cumulative, and in addition to and not in limitation of, any other rights or remedies available to City.

14. Notices. All notices shall be in writing, and delivered in person or transmitted by certified mail, postage prepaid.
a. Notices required to be given to City shall be addressed as follows:

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7 Director of Public
Works
City of San Mateo
330 West 20th Avenue
San Mateo, CA 94403
Notices required to be given to Contractor shall be addressed as appears in the signature block as shown on the Bidder's Statement.

15. Interpretation. As used herein any gender includes each other gender, the singular includes the plural and vice versa.

21. Warranty. Contractor warrants and guarantees that the materials and equipment provided shall be at least of the quality specified and new unless otherwise required or permitted by the contract documents, and, if no quality is specified, then the materials and equipment shall be of commercial grade, suitable for heavy public use in facilities of similar size and complexity, that the work performed hereunder will be free from defects, and that the work will conform to the requirements of the contract documents. [SIGNATURE PAGE FOLLOWS]

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7 IN WITNESS WHEREOF, CITY OF SAN MATEO and LIFFEY ELECTRIC, INC. have executed this Agreement the day and year first above written.

CITY OF SAN MATEO CONTRACTOR
Matt Fabry
Public Works Director
Date Patrick White
Its Authorized Agent
President
If a Corporation, can be either 1)
President or 2) Vice President
plus an additional corporate
officer (i.e., Secretary, Treasurer)
who shall sign below.

Date

APPROVED AS TO FORM
Linh Nguyen
Assistant City Attorney
Date

CITY OF SAN MATEO
Attachments:

Exhibit A: Insurance Requirements

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Insurance Requirements for Construction Contracts
Contractor shall procure and maintain for the duration of the contract, and for five years thereafter, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:

If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2.Automobile Liability: Insurance Services Office Form CA 0001 covering Code 1 (any auto), with limits no less than $5,000,000 per accident for bodily injury and property damage.

3.Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

4.Builder’s Risk (Course of Construction) insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions.

5.Surety Bonds as described below.

6.Contractors’ Pollution Legal Liability and/or Asbestos Legal Liability and/or Errors and Omissions (if project involves environmental hazards) with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

If the contractor maintains broader coverage and/or higher limits than the minimums shown above, the City requires and shall be entitled to the broader coverage and/or higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. At the option of the City, either: the contractor shall cause the insurer shall reduce or eliminate such self-insured retentions as respects the City, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration, and defense expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or City.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

1.The City, its officers, officials, employees, and volunteers are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).

2. For any claims related to this project, the Contractor’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the City, its officers,

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7 officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.

3. Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to the City.

If the project does not involve new or major reconstruction, at the option of the City, an Installation Floater may be acceptable. For such projects, a Property Installation Floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken, or destroyed during the performance of the Work, including during transit, installation, and testing at the City’s site.

Claims Made Policies – (If at all possible, avoid and require occurrence type CGL policies) If any coverage required is written on a claims-made coverage form:

1. The retroactive date must be shown, and this date must be before the execution 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 years after completion of contract work.

4. A copy of the claims reporting requirements must be submitted to the City for review.

5. If the services involve lead-based paint or asbestos identification/remediation, the Contractors Pollution Liability policy shall not contain lead-based paint or asbestos exclusions. If the services involve mold identification/remediation, the Contractors Pollution Liability policy shall not contain a mold exclusion, and the definition of Pollution shall include microbial matter, including mold.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M.

Best rating of no less than A: VII, unless otherwise acceptable to the City.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the City for all work performed by the Contractor, its employees, agents, and subcontractors.

Verification of Coverage
Contractor shall furnish the City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to City before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. The City reserves the right to require

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7 complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from subcontractors. For CGL coverage subcontractors shall provide coverage with a form at least as broad as CG 20 38 04 13.

Surety Bonds
Contractor shall provide the following Surety Bonds:

1. Bid bond

2. Performance bond

3. Payment bond

4. Maintenance bond
The Payment Bond and the Performance Bond shall be in a sum equal to the contract price. If the Performance Bond provides for a one-year warranty a separate Maintenance Bond is not necessary. If the warranty period specified in the contract is for longer than one year a Maintenance Bond equal to 10% of the contract price is required. Bonds shall be duly executed by a responsible corporate surety, authorized to issue such bonds in the State of California and secured through an authorized agent with an office in California.

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 circumstances

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CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 12 Section Name: PUBLIC HEARING Account Number: 21-4678 File ID: 24-9414 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Public Works Department
MEETING DATE: January 13, 2025
SUBJECT:

Solid Waste 2025 Rate Setting and Proposition 218 Notification —Approval RECOMMENDATION:

Provide direction on proposed increases to residential and commercial solid waste rates and commercial organics collection rates and authorize staff to mail a Proposition 218 Notification to all property taxpayers proposing a not-to- exceed increase in solid waste, recycling, and compost collection rates for 2025.

BACKGROUND:

The City’s Solid Waste Program (Program) includes waste diversion, compost/recycling education and outreach, special collection events, construction and demolition recycling plan processing, litter reduction programs, illegal dumping abatement, hazardous waste management, and ensures compliance with all county, regional, state, and federal regulations. Solid waste, recycling, and organics collection, processing, and disposal services are available to all residents and commercial businesses in the City of San Mateo.

Each year, Council approves the solid waste rates to cover the costs of the collection services provided by Recology San Mateo County (Recology); the processing and disposal services provided by South Bayside Industries, Inc. (SBI); the City’s portion of the costs of membership in our joint powers authority, South Bayside Waste Management Authority (SBWMA); and the agency fees, which include the City’s solid waste and street sweeping programs, trash capture device maintenance, the landfill fee, and franchise fees. The City retains HF&H Consultants (HF&H) to assist in developing a rate structure to fund the cost of solid waste services.

In 2021, the City adopted a long-term plan for incremental adjustment to the residential solid waste rates to bring them into alignment over time with their true cost of service. This is an ongoing effort. In addition, this year the City faces increased costs for collection, processing, and disposal services.

For instance, collection costs in 2025 are increasing 8 percent compared to 2024. Recology’s annual compensation is set by the exclusive franchise agreement between the City and Recology. The agreement was renewed in 2019 and will expire in 2035. The cost increase is a result of the decision of the City Council last year to defer $492,000 from 2024 to 2025, as allowed under the franchise agreement. That decision lowered rates in 2024 but must be accounted for this year.

The franchise agreement allows for inflationary increases to Recology’s collection expenses: fuel costs, labor costs, vehicle maintenance costs, and other costs. Recology’s annual compensation increases are reviewed and approved by the Board of Directors of the SBWMA of which the City is a member. After review, the SBWMA Board of Directors found the proper inflation factors were used to determine Recology’s allowable compensation for 2025 and the increases were approved.

The processing and disposal fees set by the SBWMA are increasing 7 percent in 2025. The cost increase is a result of a partial

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deferral of the scheduled 2024 tip fee increases, because last year, the SBWMA Board of Directors used rate stabilization reserves to temporarily reduce tip fee increases by 5 percent to smooth out 2024’s necessary rate increases. However, these costs remain and have been accounted for in the 2025 tip fee increases. Processing and disposal fees by the Shoreway Environmental Center operator, South Bayside Industries, are established by their agreement with the SBWMA.

Maintaining current rates to meet the 2025 projected expenses described above would lead to an anticipated deficit of $1,912,693. However, staff worked to lower the deficit to $1,581,360. The reduction is a result of reducing Recology’s compensation by $331,333 through a one-year deferral of increases above 5 percent as was used in 2024. Such a deferral will require City Council approval of the “Cap Carry Forward” option described below.

Therefore, to be prudent, staff recommends the following steps be taken by the City Council to address the revenue shortfall for 2025:

1. Adopt the “Cap Carry Forward” option allowed under the City’s franchise agreement, which will limit Recology’s 2025 compensation to a 5 percent increase. This will defer $331,333 of Recology’s compensation to 2026 without incurring interest in the City’s balancing account with Recology. If approved, staff will notify the SBWMA and Recology as required under the franchise agreement. The alternative will require an additional $331,333 to be raised through rates in 2025.

2. Raise the 20-gallon commercial cart monthly rate by $6.50 for solid waste service, as well as organics service, as shown in Table A. Raise the 32-gallon commercial cart monthly rate by $5.75 for solid waste service, as well as organics service, as shown in Table B. No additional commercial rate increases are recommended because the current commercial rates cover their costs. After this increase, all commercial cart rates will meet their true cost of service.

3. Raise residential rates by a range of $7.00-$8.50 per month or by a range of $7.50-9.00 per month, based on the cart size options presented in Table C and Table D. The higher range of 2025 rate increases in Table D if adopted by City Council will reduce the deficit the most and lead to lower annual increases in the following years if there are no additional increased costs in those years. The Solid Waste Fund has sufficient reserves to reduce the impact on rate payers in 2025, but the amount of reserves used increases as the rate paid by rate payers falls.

Tables A and B below summarize the current and proposed 2025 commercial solid waste and organic collection rates, respectively. Tables C and D summarize the current and proposed 2025 residential rate options. These rates include collection, processing, and disposal of garbage, recycling, and organics. Table C represents the lower range of increases and is referred to as “Option 1.” Table D represents the higher range of increases and is referred to as “Option 2.”

Table A – PROPOSED 2025 Commercial Solid Waste Rate Changes Size of Collection Cart/Bin
2024 Current Monthly
Rate
Proposed 2025 Monthly
Rate Monthly Difference
Commercial Cart Rates
20 Gallon Cart $28.34 $34.84 $6.50
32 Gallon Cart $37.18 $42.93 $5.75
64 Gallon Cart $64.26 $64.26 $0.00
96 Gallon Cart $94.47 $94.47 $0.00
Commercial Cart Rates
1 Yard $170.18 $170.18 $0.00
2 Yard $340.45 $340.45 $0.00
3 Yard $510.65 $510.65 $0.00
4 Yard $680.90 $680.90 $0.00

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6 Yard $1,021.31 $1,021.31 $0.00

Table B – PROPOSED 2025 Commercial Organic Rate Changes Size of Collection Cart/Bin
2024 Current Monthly
Rate
Proposed 2025 Monthly
Rate Monthly Difference
Commercial Cart Rates
20 Gallon Cart $28.34 $34.84 $6.50
32 Gallon Cart $37.18 $42.93 $5.75
64 Gallon Cart $64.26 $64.26 $0.00
96 Gallon Cart $94.47 $94.47 $0.00
Commercial Cart Rates
1 Yard $170.18 $170.18 $0.00
2 Yard $340.45 $340.45 $0.00
3 Yard $510.65 $510.65 $0.00
4 Yard $680.90 $680.90 $0.00
6 Yard $1,021.31 $1,021.31 $0.00

Table C – PROPOSED 2025 Residential Solid Waste Rate Changes (Lower Range of Increases) – OPTION 1 Size of Collection Cart/Bin 2024 Current
Monthly Rate
Proposed 2025 Monthly
Rate
Monthly Difference
Residential Cart Rates
20 Gallon Cart $28.59 $35.59 $7.00
32 Gallon Cart $37.93 $45.43 $7.50
64 Gallon Cart $63.93 $71.93 $8.00
96 Gallon Cart $94.08 $102.58 $8.50

Table D – PROPOSED 2025 Residential Solid Waste Rate Changes (Higher Range of Increases) – OPTION 2 Size of Collection Cart/Bin 2024 Current
Monthly Rate
Proposed 2025 Monthly
Rate
Monthly Difference
Residential Cart Rates
20 Gallon Cart $28.59 $36.09 $7.50
32 Gallon Cart $37.93 $45.93 $8.00
64 Gallon Cart $63.93 $72.43 $8.50
96 Gallon Cart $94.08 $103.08 $9.00

Staff Recommendation:

Staff recommends adoption of the rate increases in Tables A, B, and Table D (higher range of increases – Option 2) at a future City Council meeting as set forth below to meet the need for commercial and residential rates to meet their cost of service, to judiciously preserve the Solid Waste Fund reserves to blunt the impact of future rate increases over the next ten years as well as the City’s anticipated share of future capital improvements at the Shoreway Environmental Center forecast by the SBWMA, and to be better prepared for upcoming, anticipated increases from Recology and the SBWMA.

Balancing Account:

In accordance with the City’s franchise agreement, Recology maintains a balancing account which tracks the cumulative surplus or deficit between what Recology is owed and what is collected from solid waste rates. The City is charged interest

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if the cumulative balancing account is a negative balance at the end of any given year. City Council direction has been to avoid interest charges by keeping the balancing account as low as possible.

In March 2024, the City Council authorized the use of $1.0 million to be remitted to Recology to reduce the balancing account deficit before the year’s end. The payment was made in August 2024 which avoided accruing additional interest on the deficit.

The goal of the long-term plan is to bring residential rates into alignment with their cost of service by the end of the current franchise agreement in 2035. By raising rates when necessary and judiciously using Solid Waste Fund reserves over time to blunt the effect on residential rate payers, this goal is attainable. These funds are derived from rate stabilization fees collected from 2019-2021 and from City Solid Waste Program savings over time.

Based on discussions with the Finance Department the Solid Waste Fund has $4.4 million available for rate stabilization and to reduce any balancing account deficits.

Staff recommends the City Council use rate stabilization reserves in 2025 to remit up to $500,000 to Recology to offset the balancing account deficit projected in 2025. If the City Council adopts the higher range of residential rate increases (Option 2 in Table D), staff recommends that City Council authorize $400,000 in reserves to be paid to Recology. If the City Council adopts the smaller range of residential rate increases (Option 1 in Table C), staff recommends that City Council authorize $500,000 in reserves to be paid to Recology. It is not necessary to make this decision until the March Proposition 218 Protest Hearing.

By adopting the recommended rate increases and a 2025 remittance to Recology, the City projects to have fully addressed its balancing account deficit by the end of 2025. City staff will continue to recommend strategic use of Solid Waste Fund reserves to help offset added costs for service and/or partially offset future rate increases as the cost-of-service implementation plan is implemented over the next ten years.

It is important to note that in addition to potential annual contractual inflationary increases, Recology, SBI, and the SBWMA must meet state regulations such as the move to zero emission vehicles, and the SBWMA is considering necessary capital improvement projects and bond measures, all of which will raise rates in the next few years.

Rate Setting Procedures:

Proposition 218 is a citizen-led initiative constitutional provision enacted in 1996 and is alternatively known as the “Right to Vote on Taxes Act.” While the courts have not ruled that Proposition 218 applies to solid waste collection rates from a franchise hauler, in an abundance of caution, the City has historically followed the “majority protest” proceedings set forth in Proposition 218.

Accordingly, with the City Council’s approval, a public notification of the proposed maximum increase in solid waste rates will be mailed to property owners no later than January 17, 2024. The two proposed notification mailers are attached, one for the lower range of rate increases (Option 1 in Table C) and one for the higher range of increases (Option 2 in Table D).

The notification will instruct property owners wishing to submit a written protest that they must state the purpose in the protest letter; include the owner or customer’s name, service address, assessor’s parcel number, and the owner’s or customer’s signature for the property served; and mail the statement to the Office of the City Clerk. Statements of protest that include the above criteria will be accepted through the time of the public hearing currently scheduled for the March 3, 2025, City Council meeting. These requirements are set out by state law.

At the end of the public Proposition 218 protest hearing, the City Clerk will tally and report the qualifying written protests and the City Council will certify whether the written protests in opposition to the increase meet or do not meet the 50 percent +1 protest threshold. In accordance with Article XIIID, Section 6, of the California Constitution, a "majority protest" exists if written protests against the proposed fee or charge are presented by a majority of owners of the identified parcels.

If a majority protest is not received, the City Council may then approve adoption of the increased rates. If a majority protest is received, the City cannot increase the rates and the rates will remain unchanged.

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BUDGET IMPACT:

There is sufficient funding in the Solid Waste Fund to cover the cost of mailing a notice to all property taxpayers proposing a not-to-exceed increase in solid waste, recycling, and compost collection rates. If the proposed rate adjustments are approved, the Solid Waste Fund's revenues will increase toward alignment with the costs of service.

ENVIRONMENTAL DETERMINATION:

This action by the City in setting the maximum rates to be charged by Recology San Mateo County relates to funding an on- going solid waste collection service and is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (CEQA Guidelines Section 15378(b)(4).)

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Proposed 2025 Solid Waste 218 Notification Mailer Option 1 Att 2 – Proposed 2025 Solid Waste 218 Notification Mailer Option 2

STAFF CONTACT
Jack Johnson, Waste Management Supervisor
[email protected]
650 522-7346

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CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 13 Section Name: PUBLIC HEARING Account Number: 10-1311 File ID: 24-9419 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: City Manager's Office
MEETING DATE: January 13, 2025
SUBJECT:

New Construction Reach Codes for the 2022 Code Cycle — Ordinance Introduction RECOMMENDATION:

Introduce an Ordinance to amend the San Mateo Municipal Code Chapter 23.24 "Energy Code" and Chapter 23.70 "Green Building Code" to require enhanced energy performance for new construction, repeal unenforceable measures of the City's current reach codes, and make a minor edit to the City's electric-readiness requirements.

BACKGROUND:

Jurisdictions may adopt local building code amendments that exceed State requirements, often referred to as “reach codes,” to require more sustainable building design and construction. The adoption of reach codes is an important strategy for meeting the City’s Climate Action Plan goals and reducing greenhouse gas emissions from buildings and transportation.

On October 17, 2022, City Council introduced an ordinance approving local amendments to require enhanced electric vehicle charging infrastructure beyond state requirements, all-electric new construction, and electric-readiness and electric appliances during residential building remodels for the 2022 Code Cycle. The ordinance was adopted on November 7, 2022, with an effective date of January 1, 2023.

On April 17, 2023, the Ninth Circuit Court of Appeals in California Restaurant Association v. City of Berkeley determined that a local ordinance that generally prohibited the installation of natural gas infrastructure was preempted by federal law, namely the Energy and Conservation Act (EPCA). Berkeley sought rehearing from a larger en banc panel of Ninth Circuit judges. On January 2, 2024, the Ninth Circuit denied the request for the rehearing. The decision of the three-judge Ninth Circuit panel was reissued with minor amendments that do not change the substance or reasoning of the opinion. Due to this federal court decision, the City’s reach code requiring all-electric construction of new buildings and requiring electric appliances during residential remodels cannot be enforced and is currently suspended.

At the October 7, 2024 City Council meeting, staff presented the Energy Performance Reach Code approach to replace the City’s suspended reach code for new construction for Council feedback. City Council was supportive of the Energy Performance Reach Code approach and directed staff to bring an Ordinance for Council consideration for implementation during the 2022 Code Cycle which will end on December 31, 2025. On December 11, 2024, staff presented the proposed Ordinance to the Sustainability and Infrastructure Commission and the Commission recommended City Council approval of the proposed Ordinance. This report reviews the proposed Ordinance that requires enhanced energy performance for new construction, repeals unenforceable measures of the City’s current reach codes, and makes a minor edit to the City’s electric-readiness requirements.

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PROPOSED ORDINANCE:

Energy Code Amendment: Energy Performance Reach Code for New Construction Staff identified increasing building energy performance requirements through local amendments to the California Energy Code (Energy Code) as an alternative approach to conform to the EPCA-preemption standards set by the court. Peninsula Clean Energy (PCE) and their consultant TRC developed an Energy Performance Reach Code model Ordinance and supported Brisbane, Burlingame, San Mateo County and East Palo Alto in Ordinance adoption. Other cities across the state have adopted an Energy Performance Reach Code for the 2022 Code Cycle, including Palo Alto, San Jose, Santa Cruz, and San Luis Obispo.

The Energy Code establishes whole-building efficiency requirements, which account for a building’s water heater, HVAC (heating, ventilation, and air conditioning) system, solar generating system, and insulation, among other design elements.

The Energy Code includes both prescriptive and performance pathways for each building type. The Energy Performance Reach Code primarily amends the performance pathway of the Energy Code and does not regulate cooking equipment, laundry dryers, or other energy uses not addressed by the performance pathway of the Energy Code.

The Energy Code relies on multiple metrics. For single family residences, there is Energy Design Rating (EDR). For multifamily and commercial buildings, there is Time Dependent Valuation (TDV), a standard that combines the value and cost of energy consumed at different times of the day and year and Source Energy, a metric that acts as a proxy for carbon emissions.

The Energy Performance Reach Code would increase the required EDR1 score for single family residential buildings and the required Source Energy scores for all other buildings. By increasing these requirements, the result is a decrease in emissions from newly constructed buildings. The Energy Performance Reach Code would adopt the following performance metrics:

Building Type Compliance Margin
Single Family Residential Buildings Exceed the standard EDR1 requirement by at least 9 Multi-Family Residential (Low-rise, ≤ 3 stories) Exceed the standard Source Energy requirement by 10% Multi-Family Residential (High-rise, ≥ 4 stories) Exceed the standard Source Energy requirement by 4% Non-Residential Exceed the standard Source Energy requirement by 7%

To meet the higher standards proposed in the Reach Code, new buildings can include only electric appliances and systems or gas and electric systems. For mixed-fuel buildings, additional energy efficiency measures, solar photovoltaic (PV) systems, and/or a battery would be necessary to meet the Source Energy compliance margin. The enhanced performance requirements would apply equally to mixed-fuel and all-electric buildings, and are cost-effectively achievable through the Energy Code’s performance pathway without requiring appliances that exceed federal efficiency standards.

For buildings that include natural gas in their design, the proposed reach code also includes electric-readiness requirements. Note, nearly all of the reach code’s electric-readiness requirements are also included in the 2025 Energy Code as a mandatory requirement. Installing the electrical infrastructure during initial construction is far less costly than retrofitting buildings later to support electric equipment. Electric-readiness helps prepare building owners for the Bay Area Air Quality Management District (BAAQMD) regulations requiring zero-NOx water heating and space heating equipment by 2027 and 2029, respectively.

The proposed Ordinance exempts Accessory Dwelling Units (ADUs) from reach code requirements. The 2022 Statewide Utility Program Cost-Effectiveness Study highlights that compliance, and cost-effectiveness can be more challenging for smaller dwelling units like ADUs. Staff recommends exempting ADUs to align with state legislation aimed at protecting and

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streamlining ADU development while avoiding any restrictions or perceived barriers. While ADUs are increasingly being constructed as all-electric due to the higher cost of installing new gas infrastructure, this exemption ensures maximum flexibility for applicants.

Green Building Code Amendment: Repeal of All-electric New Construction Requirements, Repeal of Electric Appliance Requirements during Renovations, and Minor Update to the Electric-readiness Requirements The proposed Ordinance repeals the unenforceable components of the City’s reach codes due to the federal court case.

This includes the requirements for all-electric new construction and the provisions that prohibit the installation of gas infrastructure or equipment in existing buildings.

In addition, staff recommends this reach code Ordinance to update the City’s electric-readiness requirement for alterations of kitchens or laundry areas to include an outlet within 3 feet of appliance installation instead of within 6 feet of appliance installation. This minor edit aligns with the electric-readiness requirements for new construction in the 2022 Energy Code.

COST EFFECTIVENESS:

The California Energy Commission (CEC) requires any local amendments to the Energy Code that affect energy use in regulated buildings to be cost effective and to use less energy than the standard requirements. In support of reach code development, the California Energy Codes and Standards Statewide Utility Program, which includes the State's Investor- Owned Utilities (PG& E, SDG&E, and SCE, under the auspices of the California Public Utilities Commission) developed and published the following studies:
•2022 Cost-Effectiveness Study: Single Family New Construction Study (Attachment 4); •2022 Cost-Effectiveness Study: Multifamily New Construction Study (Attachment 5); and •2022 Cost-Effectiveness Study: Non-residential New Construction Reach Code Cost-effectiveness Study (Attachment 6).

These studies are highly detailed and support the findings required for CEC approval. The Energy Performance Reach Code can be achieved by building all-electric or by building with gas, and both approaches are cost-effective. Building an all- electric single-family home that meets the proposed compliance margin would save the homeowner $4,900 in upfront construction costs compared to the mixed-fuel baseline single-family home without reach code requirements. Building a single-family home with gas that meets the proposed compliance margin would cost the homeowner $8,700 more in upfront construction costs compared to the mixed-fuel baseline single-family home without reach code requirements.

Even with higher upfront construction costs, the mixed-fuel home still achieves cost-effectiveness because of monthly bill savings over 30 years. Thus, it is considered cost effective. Similarly, multifamily and nonresidential new construction offers cost-effective pathways for the construction of all-electric and mixed-fuel buildings that meet the proposed compliance margins of the Energy Performance Reach Code. In all cases, electing to building all-electric results in upfront construction cost savings compared to the mixed-fuel baseline.

DISCUSSION:

At the October 7, 2024 City Council meeting, staff’s report and presentation detailed the advantages and disadvantages of moving forward with a reach code for new construction for the remainder of the 2022 code cycle that will expire December 31, 2025. Staff also hosted a developer roundtable over Zoom about the proposed Ordinance and shared feedback from developer stakeholders. The proposed Ordinance is more flexible than the City’s suspended all-electric requirement as it allows multiple pathways for compliance and staff have not received additional comments. Despite the short implementation time, implementing strong reach codes for new construction is a critical strategy in the City’s Climate Action Plan to reduce emissions and an important way to demonstrate San Mateo’s local leadership on climate and sustainability.

Based on the above, staff recommends City Council adopt the proposed Ordinance. If adopted, staff will file the Ordinance with the California Energy Commission (CEC) and Building Standards Commission. The CEC needs to approve the City’s reach code Ordinance prior to enforcement. On average, it can take three months for CEC approval. Staff estimate the proposed Ordinance would begin implementation in April 2025 through the end of the 2022 Code Cycle on December 31,

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2025.

BUDGET IMPACT:

There is no budget impact.

ENVIRONMENTAL DETERMINATION:

In accordance with CEQA Guidelines Section 15308, this action to adopt reach codes and amend the Energy Code and Green Building Code is categorically exempt from CEQA as an action by a regulatory agency for the protection of the environment, because reach codes are intended to reduce greenhouse gas emissions.

NOTICE PROVIDED
All meeting noticing requirements were met. This notice was published on December 24, 2024, in the San Mateo Daily Journal

ATTACHMENTS
Att 1 – Proposed Ordinance
Att 2 – Proposed Ordinance - redlines
Att 3 – Proposed Resolution
Att 4 – 2022 Cost-Effectiveness Study: Single Family New Construction Study Att 5 – 2022 Cost-Effectiveness Study: Multifamily New Construction Study Att 6 – 2022 Cost-Effectiveness Study: Non-residential New Construction Reach Code Cost-effectiveness Study

STAFF CONTACT
Andrea Chow, Sustainability Analyst
[email protected]
(650) 522-7007

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5 CITY OF SAN MATEO

DRAFT ORDINANCE
An Ordinance amending San Mateo Municipal Code Chapter 23.24 “Energy Code,” of Title 23, “Building and Construction,” to amend the California Energy Code, 2022 Edition and amending San Mateo Municipal Code Chapter 23.70 “Green Building Code,” of Title 23, “Building and Construction,” to amend the California Green Building Standards Code, 2022 Edition
WHEREAS, the City of San Mateo’s (City) Climate Action Plan recommends the City review local amendments to the California Energy Code and the Green Building Standards Code to promote building electrification, energy efficiency, and electric vehicle infrastructure; and WHEREAS, California Energy Code and Green Building Standards Code, 2022 Edition, were adopted by the City of San Mateo on November 7, 2022 with local amendments to require all-electric new construction and electric-readiness and electric appliances during residential building remodels; and WHEREAS, due to a federal court decision, in early 2024, the City suspended enforcement of local amendments that prohibited the installation of gas infrastructure; and WHEREAS, this presented an opportunity to replace the City’s reach code to encourage sustainable new construction; and
WHEREAS, the proposed Ordinance amends the California Energy Code to require energy compliance margins for newly constructed buildings and require electric-readiness when gas infrastructure is installed; and WHEREAS, the proposed Ordinance appeals local amendments to the California Green Building Code that are unenforceable due to the federal court decision; and WHEREAS, the proposed Ordinance amends the California Green Building Code to make a minor edit to the electric-readiness requirements to promote consistency with the 2022 Energy Code electric-readiness requirements for new construction; and
WHEREAS, California Health and Safety Code Sections 17922, 17958, 17958.5, 17958.7, and 18941.5 authorizes the City to make local amendments to the California Energy Code and Green Building Standards Code upon express findings that the local amendments are reasonably necessary due to local climatic, geographical, or topographical conditions; and
WHEREAS, concurrent with this Ordinance, the City Council of the City of San Mateo has adopted a resolution adopting express findings in support of local amendments to the California Energy Code and Green Building Standards Code, 2022 Edition; and
WHEREAS, Public Resources Code Section 25402.1(h)2 and Section 10-106 of the Building Energy Efficiency Standards (Standards) establish a process which allows local adoption of energy standards that are more stringent than the statewide Standards, provided that such local standards are cost effective, and the California Energy Commission finds that the standards will require building to be designed to consume no more energy than permitted by the California Energy Code; and

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5 WHEREAS, staff has reviewed the cost effectiveness studies prepared by the California Statewide Codes and Standards Reach Code Program and associated study data and find them sufficient to illustrate compliance with the requirements set forth under California Administrative Code Chapter 10-106; and WHEREAS, that such modifications will result in designs that consume less energy than they would under the 2022 State Energy Code through the California Statewide Codes and Standards Reach Code Program, has performed cost effectiveness analyses as required by the California Energy Commission for the local amendments to the California Energy Code contained in this Ordinance which is hereby incorporated by reference; and
WHEREAS, based upon these analyses, the San Mateo City Council finds that the local amendments to the California Energy Code contained in the Ordinance have at least one cost effective pathway and will require buildings to be designed to consume no more energy than permitted by the California Energy Code.

NOW, THEREFORE, THE COUNCIL OF THE CITY OF SAN MATEO ORDAINS AS FOLLOWS:

Section 1. Section 23.24.020 of the San Mateo Municipal Code is amended as follows:

23.24.020 Local Amendment to Definitions
(a) Energy Code subsection 100.1(b) is amended to include the following definitions:

Electric Heating Appliance. A device that produces heat energy to create a warm environment by the application of electric power to resistance elements, refrigerant compressors, or dissimilar material junctions, as defined in the California Mechanical Code.

Kitchen, institutional commercial. A kitchen dedicated to a foodservice establishment that provides meals at institutions including schools, colleges and universities, hospitals, correctional facilities, private cafeterias, nursing homes, and other buildings or structures in which care or supervision is provided to occupants.

Kitchen, quick-service commercial. A kitchen dedicated to an establishment primarily engaged in providing fast food, fast casual, or limited services. Food and drink may be consumed on premises, taken out, or delivered to the customer’s location.

Net Free Area (NFA). The total unobstructed area of the air gaps between louver and grille slats in a vent through which air can pass. The narrowest distance between two slats, perpendicular to the surface of both slats is the air gap height. The narrowest width of the gap is the air gap width. The NFA is the air gap height multiplied by the air gap width multiplied by the total number of air gaps between slats in the vent.

Section 2. Section 23.24.030 of the San Mateo Municipal Code is amended as follows:

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5 23.24.030 Electric-readiness and Energy Performance of Nonresidential Buildings (a) Energy Code Section 120.2 “Required Controls for Space-Conditioning Systems” is amended to add a new subsection (l) to read as follows:
(l) HVAC Hot Water Temperature. Zones that use hot water for space heating shall be designed for a hot water supply temperature of no greater than 130°F. (b) Energy Code Section 120.6 “Mandatory Requirements for Covered Processes” is amended to add a new subsection (k) to read as follows:
(k) Mandatory requirements for commercial kitchens. Electric Readiness for Newly Constructed Commercial Kitchens shall meet the following requirements:

1. Quick-service commercial kitchens and institutional commercial kitchens shall include a dedicated branch circuit wiring and outlet that would be accessible to cookline appliances and shall meet all of the following requirements:

A. The branch circuit conductors shall be rated at 50 amps minimum.

B. The electrical service panel shall have a minimum capacity of 800 connected amps.

2. The electrical service panel shall be sized to accommodate an additional either 208v or 240v 50-amp breaker.

Exception 1 to Section 120.6(k): healthcare facilities.

Exception 2 to Section 120.6(k): all-electric commercial kitchens. (c) Energy Code subsection 130.0(a) is amended to read as follows:

The design and installation of all lighting systems and equipment in nonresidential and hotel/motel buildings, outdoor lighting, and electrical power distribution systems within the scope of Section 100.0(a), shall comply with the applicable provisions of Sections 130.0 through 130.6.

NOTE: The requirements of Sections 130.0 through 130.6 apply to newly constructed buildings. Section 141.0 specifies which requirements of Sections 130.0 through 130.6 also apply to additions and alterations to existing buildings.
(d) Energy Code Subchapter 4 “Nonresidential and Hotel/Motel Occupancies – Mandatory Requirements for Lighting Systems and Equipment, and Electrical Power Distribution Systems” is amended to add a new section 130.6 “Electric Readiness Requirements for Systems Using Gas or Propane” and read as follows:
130.6 Electric Readiness Requirements for Systems Using Gas or Propane

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5 Where nonresidential systems using gas or propane are installed, the construction drawings shall indicate electrical infrastructure and physical space accommodating the future installation of an electric heating appliance in the following ways, as certified by a registered design professional or licensed electrical contractor.
(a) Branch circuit wiring, electrically isolated and designed to serve all electric heating appliances in accordance with manufacturer requirements and the California Electrical Code, including the appropriate voltage, phase, minimum amperage, and an electrical receptacle or junction box within five feet of the appliance that is accessible with no obstructions. Appropriately sized conduit may be installed in lieu of conductors; and
(b) Labeling of both ends of the unused conductors or conduit shall be with “For Future Electrical Appliance”; and
(c) Reserved circuit breakers in the electrical panel for each branch circuit, appropriately labeled (e.g. “Reserved for Future Electric Range”), and positioned on the opposite end of the panel supply conductor connection; and
(d) Connected subpanels, panelboards, switchboards, busbars, and transformers shall be sized to serve the future electric heating appliances. The electrical capacity requirements shall be adjusted for demand factors in accordance with the California Electric Code; and (e) Physical space for future electric heating appliances, including equipment footprint, and if needed a pathway reserved for routing of ductwork to heat pump evaporator(s), shall be depicted on the construction drawings. The footprint necessary for future electric heating appliances may overlap with non-structural partitions and with the location of currently designed combustion equipment.
(e) Energy Code Section 140.0 “Performance and Prescriptive Compliance Approaches” is amended to read as follows:

Nonresidential and hotel/motel buildings shall comply with all of the following:
(a) The requirements of Sections 100.0 through 110.12 applicable to the building project (mandatory measures for all buildings).
(b) The requirements of Sections 120.0 through 130.6 (mandatory measures for nonresidential and high-rise residential and hotel/motel buildings).
(c) Either the performance compliance approach (energy budgets) specified in Section 140.1, or the prescriptive compliance approach specified in Section 140.2 for the Climate Zone in which the building will be located. Climate zones are shown in FIGURE 100.1-A.

NOTE to Section 140.0(c): The Commission periodically updates, publishes and makes available to interested persons and local enforcement agencies precise descriptions of the Climate Zones,

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5 which is available by zip code boundaries depicted in the Reference Joint Appendices along with a list of the communities in each zone.

NOTE to Section 140.0: The requirements of Sections 140.1 through 140.10 apply to newly constructed buildings. Section 141.0 specifies which requirements of Section 140.1 through 140.10 also apply to additions or alterations to existing buildings.
(f) Energy Code Section 140.1 “Performance Approach: Energy Budgets” is amended to read as follows:

A building complies with the performance approach provided that:

1. The time-dependent valuation (TDV) energy budget calculated for the Proposed Design Building under Subsection (b) is no greater than the TDV energy budget calculated for the Standard Design Building under Subsection (a), and

2. The source energy budget calculated for the proposed design building under Subsection (b) has a source energy compliance margin, relative to the energy budget calculated for the standard design building under Subsection (a), of at least 7 percent for all nonresidential occupancies.

Exception 1 to 140.1 item 2. A source energy compliance margin of 0 percent or greater is required when nonresidential occupancies are designed with single zone space- conditioning systems complying with Section 140.4(a)2.

Exception 2 to 140.1 item 2. Where it is technically infeasible to implement the performance approach standards, exceptions are subject to review and approval at the discretion of the Community Development Director, or his/her designee. (g) Energy Code subsections 140.1(a)-(c) are adopted without modification.

Section 3. Section 23.24.040 of the San Mateo Municipal Code is amended as follows:

23.24.040 Local Amendment Regarding Electric-readiness and Energy Performance of Single-Family Residential Buildings.
(a) Energy Code subsection 150.0(t) is amended to read as follows:
(t) Heat pump space heater ready. Systems using gas or propane furnace to serve individual dwelling units shall include the following:

1. A dedicated 240 volt branch circuit wiring shall be installed within 3 feet from the furnace and accessible to the furnace with no obstructions. The branch circuit conductors shall be rated at 30 amps minimum. The blank cover shall be identified as “240V ready.” All electrical components shall be installed in accordance with the California Electrical Code.

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5 2. The main electrical service panel shall have a reserved space to allow for the installation of a double pole circuit breaker for a future heat pump space heater installation. The reserved space shall be permanently marked as “For Future 240V use.”

3. A designated exterior location for a future heat pump compressor unit with either a drain or natural drainage for condensate.
(b) Energy Code subsection 150.1(b) is amended to read as follows:
(b) Performance Standards. A building complies with the performance standards if the energy consumption calculated for the proposed design building is no greater than the energy budget calculated for the standard design building using Commission-certified compliance software as specified by the Alternative Calculation Methods Approval Manual, as specified in sub-sections 1, 2 and 3 below.

1. Newly Constructed Buildings. The Energy Budget for newly constructed buildings is expressed in terms of the Energy Design Ratings, which are based on source energy and time-dependent valuation (TDV) energy. The Energy Design Rating 1 (EDR1) is based on source energy. The Energy Design Rating 2 (EDR2) is based on TDV energy and has two components, the Energy Efficiency Design Rating, and the Solar Electric Generation and Demand Flexibility Design Rating. The total Energy Design Rating shall account for both the Energy Efficiency Design Rating and the Solar Electric Generation and Demand Flexibility Design Rating. The proposed building shall separately comply with the Source Energy Design Rating, Energy Efficiency Design Rating and the Total Energy Design Rating. A building complies with the performance approach if the TDV energy budget calculated for the proposed design building is no greater than the TDV energy budget calculated for the Standard Design Building AND Source Energy compliance margin of at least 9, relative to the Source Energy Design Rating 1 calculated for the Standard Design building.

Exception 1 to Section 150.1(b)1. A community shared solar electric generation system, or other renewable electric generation system, and/or community shared battery storage system, which provides dedicated power, utility energy reduction credits, or payments for energy bill reductions, to the permitted building and is approved by the Energy Commission as specified in Title 24, Part 1, Section 10-115, may offset part or all of the solar electric generation system Energy Design Rating required to comply with the Standards, as calculated according to methods established by the Commission in the Residential ACM Reference Manual.

Exception 2 to Section 150.1(b)1. A newly constructed building with a conditioned floor area less than 1,500 square feet shall achieve a Source Energy compliance margin of 4 or greater, relative to the Source Energy Design Rating 1 calculated for the Standard Design building.

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5 Exception 3 to Section 150.1(b)1. A newly constructed building with a conditioned floor area less than 625 square feet shall achieve a Source Energy compliance margin of 0 or greater, relative to the Source Energy Design Rating 1 calculated for the Standard Design building.

Exception 4 to Section 150.1(b)1. A newly constructed Accessory Dwelling Unit, as defined by San Mateo Municipal Code Section 27.04.165(a), shall achieve a Source Energy compliance margin of 0 or greater, relative to the Source Energy Design Rating 1 calculated for the Standard Design building. (c) Energy Code subsections 150.1(b)2, 150.1(b)3, and 150.1(c) are adopted without amendments.

Section 4. Section 23.24.050 of the San Mateo Municipal Code is amended as follows:

23.24.050 Local Amendment Regarding Electric-readiness and Energy Performance of Multifamily Buildings. (a) Energy Code subsection 160.4(a) is amended to read as follows:
(a) Reserved.
(b) Energy Code Section 160.9 “Mandatory Requirements for Electric Ready Buildings” is amended to add new subsections (d) through (f) as follows:
(d) Individual Heat Pump Water Heater Ready. Systems using gas or propane water heaters to serve individual dwelling units shall include the following components and shall meet the requirements of Section 160.9(f):

1. A dedicated 125 volt, 20 amp electrical receptacle that is connected to the electric panel with a 120/240 volt 3 conductor, copper branch circuit rated to 30 amps, within 3 feet from the water heater and accessible to the water heater with no obstructions. In addition, all of the following:

A. Both ends of the unused conductor shall be labeled with the word “spare” and be electrically isolated; and
B. A reserved single pole circuit breaker space in the electrical panel adjacent to the circuit breaker for the branch circuit in A above and labeled with the words “Future 240V Use”;

2. A condensate drain that is no more than 2 inches higher than the base of the installed water heater, and allows natural draining without pump assistance,

3. The construction drawings shall indicate the location of the future heat pump water heater. The reserved location shall have minimum interior dimensions of 39”x39”x96”.

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5 4. A ventilation method meeting one of the following:

A. The designed space reserved for the future heat pump water heater shall have a minimum volume of 700 cubic feet; or
B. The designed space reserved for the future heat pump water heater shall vent to a communicating space in the same pressure boundary via permanent openings with a minimum total net free area of 250 square inches so that the total combined volume connected via permanent openings is 700 cu. ft. or larger. The permanent openings shall be:
i. Fully louvered doors with fixed louvers consisting of a single layer of fixed flat slats; or
ii. Two permanent fixed openings, consisting of a single layer of fixed flat slat louvers or grilles, one commencing within 12 inches from the top of the enclosure and one commencing within 12 inches from the bottom of the enclosure.

C. The designed space reserved for the future heat pump water heater shall include two 8” capped ducts, venting to the building exterior:
i. All ducts, connections and building penetrations shall be sealed. ii. Exhaust air ducts and all ducts which cross pressure boundaries shall be insulated to a minimum insulation level of R-6.
iii. Airflow from termination points shall be diverted away from each other.
(e) Central Heat Pump Water Heater Electric Ready. Central water heating systems using gas or propane to serve multiple dwelling units shall include the following:

1. The system input capacity of the gas or propane water heating system shall be determined as the sum of the input gas or propane capacity of all water heating devices associated with each gas or propane water heating system.

2. Space reserved shall include:

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5 or propane water heating system, and the minimum linear dimension of the space reserved shall be 48 linear inches.
ii. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, the minimum space reserved for the heat pump shall be 3.6 square feet per input 10,000 BTU per hour the gas or propane water heating system, and the minimum linear dimension of the space reserved shall be 84 linear inches. iii. The space reserved shall be the space required for a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.

B. Tanks. The minimum space reserved shall include space for service clearances and shall meet one of the following:
i. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, the minimum space reserved for the storage and temperature maintenance tanks shall be 4.4 square feet per input 10,000 BTU per hour of the gas or propane water heating system. ii. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, the minimum physical space reserved for the storage and temperature maintenance tanks shall be

3.1 square feet per input 10,000 BTU per hour of the gas or propane water heating system.
iii. The space reserved shall be the space required for a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.

3. Ventilation shall be provided by meeting one of the following:

A. Physical space reserved for the heat pump shall be located outside, or B. A pathway shall be reserved for future routing of supply and exhaust air via ductwork from the reserved heat pump location to an appropriate outdoor location. Penetrations through the building envelope for louvers and ducts shall be planned and identified for future use. The reserved pathway and penetrations through the building envelope shall be sized to meet one of the following:
i. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, the minimum air flow rate shall be 70 CFM

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5 per input 10,000 BTU per hour of the gas or propane water heating system and the total external static pressure drop of ductwork and louvers shall not exceed 0.17 inch when the future heat pump water heater is installed.
ii. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, the minimum air flow rate shall be 420 CFM per input 10,000 BTU per hour of the gas or propane water heating system and the total external static pressure drop of ductwork and louvers shall not exceed 0.17 inch when the future heat pump water heater is installed.
iii. The reserved pathway and penetrations shall be sized to serve a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.

4. Condensate drainage piping. An approved receptacle that is sized in accordance with the California Plumbing Code to receive the condensate drainage shall be installed within 3 feet of the reserved heat pump location, or piping shall be installed from within 3 feet of the reserved heat pump location to an approved discharge location that is sized in accordance with the California Plumbing Code, and meets one of the following:

A. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, condensate drainage shall be sized for 0.2 tons of refrigeration capacity per input 10,000 BTU per hour.

B. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, condensate drainage shall be sized for 0.7 tons of refrigeration capacity per input 10,000 BTU per hour.

C. Condensate drainage shall be sized to serve a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.

5. Electrical.

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5 a. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, provide 0.1 kVA per input 10,000 BTU per hour.
b. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, provide 1.1 kVA per input 10,000 BTU per hour.
c. The physical space reserved supplies sufficient electrical power required to power a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.
ii. Temperature Maintenance Tank. For the Temperature Maintenance Tank, the physical space reserved shall comply with one of the following:
a. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, provide 1.0 kVA per input 10,000 BTU per hour.
b. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, provide 0.6 kVA per input 10,000 BTU per hour.
c. The physical space reserved supplies sufficient electrical power required to power a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.
(f) The building electrical system shall be sized to meet the future electric requirements of the electric ready equipment specified in sections 160.9(a) through (e). To meet this requirement the building main service conduit, the electrical system to the point specified in each subsection, and any on-site distribution transformers shall have sufficient capacity to supply full rated amperage at each electric ready appliance in accordance with the California Electric Code. (c) Energy Code Section 170.1 “Performance Approach” is amended to read as follows:

A building complies with the performance approach if the TDV energy budget calculated for the proposed design building under Subsection (b) is no greater than the TDV energy budget calculated for the Standard Design Building under Subsection (a). Additionally,

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5 1. The energy budget, expressed in terms of source energy, of a newly constructed low- rise multifamily building (three habitable stories or less) shall be at least 10 percent lower than that of the Standard Design Building.

2. Newly Constructed high-rise multifamily buildings (greater than four habitable stories) shall be at least 4 percent lower than that of the Standard Design Building. (d) Energy Code subsections 170.1(a)-(d) are adopted without amendments.

Section 5. Section 23.70.060 of the San Mateo Municipal Code is repealed.

23.70.060 Repealed
Section 6. Section 23.70.070 of the San Mateo Municipal Code is repealed.

23.70.070 Repealed
Section 7. Section 23.70.080 of the San Mateo Municipal Code is amended as follows:

23.70.080 Local Amendment Regarding Electrification Requirements for Existing Residential Buildings (a) Green Building Code Section 4.106 "Site Development" is amended and to include new subsections as follows:

4.106.5.3 Existing one- and two-family dwellings.

4.106.5.3.1 Reserved.

4.106.5.3.2 Reserved.

4.106.5.3.3 Kitchen alterations shall include a 240v, 50 ampere circuit and receptacle installed within 3 feet of the cooktop, oven, and/or range location.

4.106.5.3.4 Alterations to areas designated for the installation of laundry equipment shall include a 240v, 30 ampere circuit and receptacle installed within 3 feet of clothes drying appliance location.

4.106.5.4 Existing residential buildings.

4.106.5.4.1 Alterations or additions that involve or require an increase to the capacity of electrical panels or transformers as part of the scope, the electrical panel shall include reserved physical space for overcurrent protection devices, and transformers shall include reserved electrical capacity, as calculated per California Electric Code Section 220 for the following current or proposed appliances, as applicable to the project site, that will not be connected to fuel gas infrastructure:

1. Electric water heaters meeting the requirements of the California Energy Code.

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5 2. Electric space heater and air-conditioner meeting the requirements of the California Energy Code.

3. Electric pool and/or spa water heater.

4. Electric clothes dryer.

5. Electric cooking equipment.

6. Electric vehicle charger
Exceptions:

1. Buss bar electrical capacity shall not be required to exceed the proposed utility electrical service to the building. Capacity and overcurrent protection spaces shall be reserved in the priority listed above to the extent allowable under the proposed buss bar capacity.

2. Reserved electric vehicle charger panel capacity may be shared with one of the following: water heater, clothes dryer, or cooking equipment.

3. Electrical panels with internet-connected overcurrent protection devices that monitor circuit load and manage power distribution.

Section 8. Environmental Determination. In accordance with California Environmental Quality Act (CEQA) Guidelines, section 15308, this action to adopt reach codes and amend the Energy Code and Green Building Code is categorically exempt from CEQA as an action by a regulatory agency for the protection of the environment, because reach codes are intended to reduce greenhouse gas emissions.

Section 9. Severability. In the event any section, clause or provision of this Ordinance shall be determined invalid or unconstitutional, such section, clause or provision shall be deemed severable and all other sections or portions hereof shall remain in full force and effect.

Section 10. Publication. This Ordinance shall be published in summary in a newspaper of general circulation, posted in the City Clerk's Office, and posted on the City's website, all in accord with Section 2.15 of the City Charter.

Section 11. Legislative History and Effective Date. This Ordinance was introduced on Clerk to complete., and adopted on Clerk to complete., and shall be effective 30 days after its adoption.

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6 23.24.010 Adoption
(a) The California Energy Code, 2022 Edition, Title 24, Part 6 of the California Code of Regulations, as adopted and amended by the State of California, hereinafter called "Energy Code," is adopted as the rules, regulations and standards within this City as to all matters therein except as hereinafter modified or amended.
(b) One copy of the Energy Code shall at all times be kept on file in the office of the City Clerk.

23.24.020 Local Amendment to Definitions
(a) Repealed. Energy Code subsection 100.1(b) is amended to include the following definitions:

23.24.030 Local Amendment Regarding Mandatory Solar InstallationsElectric-readiness and Energy Performance of Nonresidential Buildings.
(a) Repealed.Energy Code Section 120.2 “Required Controls for Space-Conditioning Systems” is amended to add a new subsection (l) to read as follows:
(l) HVAC Hot Water Temperature. Zones that use hot water for space heating shall be designed for a hot water supply temperature of no greater than 130 °F. (b) Energy Code Section 120.6 “Mandatory Requirements for Covered Processes” is amended to add a new subsection (k) to read as follows:
(k) Mandatory requirements for commercial kitchens. Electric Readiness for Newly Constructed Commercial Kitchens shall meet the following requirements:

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6 1. Quick-service commercial kitchens and institutional commercial kitchens shall include a dedicated branch circuit wiring and outlet that would be accessible to cookline appliances and shall meet all of the following requirements:
a. The branch circuit conductors shall be rated at 50 amps minimum. b. The electrical service panel shall have a minimum capacity of 800 connected amps.

2. The electrical service panel shall be sized to accommodate an additional either 208v or 240v 50-amp breaker.

Exception 1 to Section 120.6(k): healthcare facilities.

Exception 2 to Section 120.6(k): all-electric commercial kitchens. (c) Energy Code subsection 130.0(a) is amended to read as follows:

NOTE: The requirements of Sections 130.0 through 130.6 apply to newly constructed buildings.

Section 141.0 specifies which requirements of Sections 130.0 through 130.6 also apply to additions and alterations to existing buildings.
(d) Energy Code Subchapter 4 “Nonresidential and Hotel/Motel Occupancies – Mandatory Requirements for Lighting Systems and Equipment, and Electrical Power Distribution Systems” is amended to add a new section 130.6 “Electric Readiness Requirements for Systems Using Gas or Propane” and read as follows:
130.6 Electric Readiness Requirements for Systems Using Gas or Propane Where nonresidential systems using gas or propane are installed, the construction drawings shall indicate electrical infrastructure and physical space accommodating the future installation of an electric heating appliance in the following ways, as certified by a registered design professional or licensed electrical contractor.
a) Branch circuit wiring, electrically isolated and designed to serve all electric heating appliances in accordance with manufacturer requirements and the California Electrical Code, including the appropriate voltage, phase, minimum amperage, and an electrical receptacle or junction box within five feet of the appliance that is accessible with no obstructions. Appropriately sized conduit may be installed in lieu of conductors; and b) Labeling of both ends of the unused conductors or conduit shall be with “For Future Electrical Appliance”; and
c) Reserved circuit breakers in the electrical panel for each branch circuit, appropriately labeled (e.g. “Reserved for Future Electric Range”), and positioned on the opposite end of the panel supply conductor connection; and
d) Connected subpanels, panelboards, switchboards, busbars, and transformers shall be sized to serve the future electric heating appliances. The electrical capacity requirements shall be adjusted for demand factors in accordance with the California Electric Code; and

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6 e) Physical space for future electric heating appliances, including equipment footprint, and if needed a pathway reserved for routing of ductwork to heat pump evaporator(s), shall be depicted on the construction drawings. The footprint necessary for future electric heating appliances may overlap with non-structural partitions and with the location of currently designed combustion equipment.
(e) Energy Code Section 140.0 “Performance and Prescriptive Compliance Approaches” is amended to read as follows:

Nonresidential and hotel/motel buildings shall comply with all of the following:
(a) The requirements of Sections 100.0 through 110.12 applicable to the building project (mandatory measures for all buildings).
(b) The requirements of Sections 120.0 through 130.6 (mandatory measures for nonresidential and high-rise residential and hotel/motel buildings). (c) Either the performance compliance approach (energy budgets) specified in Section 140.1 or the prescriptive compliance approach specified in Section 140.2 for the Climate Zone in which the building will be located. Climate zones are shown in FIGURE 100.1- A.

NOTE to Section 140.0(c): The Commission periodically updates, publishes and makes available to interested persons and local enforcement agencies precise descriptions of the Climate Zones, which is available by zip code boundaries depicted in the Reference Joint Appendices along with a list of the communities in each zone.

NOTE to Section 140.0: The requirements of Sections 140.1 through 140.10 apply to newly constructed buildings. Section 141.0 specifies which requirements of Section 140.1 through 140.10 also apply to additions or alterations to existing buildings. (f) Energy Code Section 140.1 “Performance Approach: Energy Budgets” is amended to read as follows:

A building complies with the performance approach provided that:

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6 23.24.040 Local Amendment Regarding All-Electric Requirements for Residential Buildings and Buildings with Office Use.Electric-readiness and Energy Performance of Single-Family Residential Buildings.
(a) Repealed. Energy Code subsection 150.0(t) is amended to read as follows:

Heat pump space heater ready. Systems using gas or propane furnace to serve individual dwelling units shall include the following:

2. The main electrical service panel shall have a reserved space to allow for the installation of a double pole circuit breaker for a future heat pump space heater installation. The reserved space shall be permanently marked as “For Future 240V use.”

1.Newly Constructed Buildings. The Energy Budget for newly constructed buildings is expressed in terms of the Energy Design Ratings, which are based on source energy and time-dependent valuation (TDV) energy. The Energy Design Rating 1 (EDR1) is based on source energy. The Energy Design Rating 2 (EDR2) is based on TDV energy and has two components, the Energy Efficiency Design Rating, and the Solar Electric Generation and Demand Flexibility Design Rating. The total Energy Design Rating shall account for both the Energy Efficiency Design Rating and the Solar Electric Generation and Demand Flexibility Design Rating. The proposed building shall separately comply with the Source Energy Design Rating, Energy Efficiency Design Rating and the Total Energy Design Rating. A building complies with the performance approach if the TDV energy budget calculated for the proposed design building is no greater than the TDV energy budget calculated for the Standard Design Building AND Source Energy compliance margin of at least 9, relative to the Source Energy Design Rating 1 calculated for the Standard Design building.

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6 Residential ACM Reference Manual.

Exception 3 to Section 150.1(b)1. A newly constructed building with a conditioned floor area less than 625 square feet shall achieve a Source Energy compliance margin of 0 or greater, relative to the Source Energy Design Rating 1 calculated for the Standard Design building.

Exception 4 to Section 150.1(b)1. A newly constructed Accessory Dwelling Unit, as defined by San Mateo Municipal Code Section 27.04.165(a), shall achieve a Source Energy compliance margin of 0 or greater, relative to the Source Energy Design Rating 1 calculated for the Standard Design building.
(c) Energy Code subsections 150.1(b)2, 150.1(b)3, and 150.1(c) are adopted without amendments.

23.24.050 Local Amendment Regarding All-Electric or Energy Efficiency Standards for High-Rise Multifamily Residential Buildings with 100% Affordable Units.Electric- readiness and Energy Performance of Multifamily Buildings. (a) Repealed.Energy Code subsection 160.4(a) is amended to read as follows:

Reserved.
(b) Energy Code Section 160.9 “Mandatory Requirements for Electric Ready Buildings” is amended to add new subsections (d) through (f) as follows:
(d) Individual Heat Pump Water Heater Ready. Systems using gas or propane water heaters to serve individual dwelling units shall include the following components and shall meet the requirements of Section 160.9(f):

2. A condensate drain that is no more than 2 inches higher than the base of the installed water heater, and allows natural draining without pump assistance,

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6 3. The construction drawings shall indicate the location of the future heat pump water heater. The reserved location shall have minimum interior dimensions of 39”x39”x96”

4. A ventilation method meeting one of the following:

C. The designed space reserved for the future heat pump water heater shall include two 8” capped ducts, venting to the building exterior:
i. All ducts, connections and building penetrations shall be sealed. ii. Exhaust air ducts and all ducts which cross pressure boundaries shall be insulated to a minimum insulation level of R-6
iii. Airflow from termination points shall be diverted away from each other. (e) Central Heat Pump Water Heater Electric Ready. Central water heating systems using gas or propane to serve multiple dwelling units shall include the following:

2. Space reserved shall include:

A. Heat Pump. The minimum space reserved shall include space for service clearances and air flow clearances and shall meet one of the following:
i. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, the minimum space reserved for the heat pump shall be 2.0 square feet per input 10,000 BTU per hour of the gas or propane water heating system, and the minimum linear dimension of the space reserved shall be 48 linear inches.
ii. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, the minimum space reserved for the heat pump shall be 3.6 square feet per input 10,000 BTU per hour the gas or propane water heating system, and the minimum linear dimension of the space reserved shall be 84 linear inches.
iii. The space reserved shall be the space required for a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.

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6 B. Tanks. The minimum space reserved shall include space for service clearances and shall meet one of the following:
i. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, the minimum space reserved for the storage and temperature maintenance tanks shall be 4.4 square feet per input 10,000 BTU per hour of the gas or propane water heating system. ii. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, the minimum physical space reserved for the storage and temperature maintenance tanks shall be 3.1 square feet per input 10,000 BTU per hour of the gas or propane water heating system.
iii. The space reserved shall be the space required for a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.

3. Ventilation shall be provided by meeting one of the following:

Penetrations through the building envelope for louvers and ducts shall be planned and identified for future use. The reserved pathway and penetrations through the building envelope shall be sized to meet one of the following:
i. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, the minimum air flow rate shall be 70 CFM per input 10,000 BTU per hour of the gas or propane water heating system and the total external static pressure drop of ductwork and louvers shall not exceed 0.17 inch when the future heat pump water heater is installed. ii. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, the minimum air flow rate shall be 420 CFM per input 10,000 BTU per hour of the gas or propane water heating system and the total external static pressure drop of ductwork and louvers shall not exceed 0.17 inch when the future heat pump water heater is installed.
iii. The reserved pathway and penetrations shall be sized to serve a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.

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6 C. Condensate drainage shall be sized to serve a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.

5. Electrical.

A. Physical space shall be reserved on the bus system of the main switchboard or on the bus system of a distribution board to serve the future heat pump water heater system including the heat pump and temperature maintenance tanks. In addition, the physical space reserved shall be capable of providing adequate power to the future heat pump water heater as follows:
i. Heat Pump. For the Heat Pump, the physical space reserved shall comply with one of the following:
a. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, provide 0.1 kVA per input 10,000 BTU per hour.
b. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, provide 1.1 kVA per input 10,000 BTU per hour.
c. The physical space reserved supplies sufficient electrical power required to power a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.
ii. Temperature Maintenance Tank. For the Temperature Maintenance Tank, the physical space reserved shall comply with one of the following:
a. If the system input capacity of the gas water heating system is less than 200,000 BTU per hour, provide 1.0 kVA per input 10,000 BTU per hour.
b. If the system input capacity of the gas water heating system is greater than or equal to 200,000 BTU per hour, provide 0.6 kVA per input 10,000 BTU per hour.
c. The physical space reserved supplies sufficient electrical power required to power a heat pump water heater system that meets the total building hot water demand as calculated and documented by the responsible person associated with the project.
(f) The building electrical system shall be sized to meet the future electric requirements of the electric ready equipment specified in sections 160.9(a) through (e). To meet this requirement the building main service conduit, the electrical system to the point specified in each subsection, and any on-site distribution transformers shall have sufficient capacity to supply full rated amperage at each electric ready appliance in accordance with the California Electric Code.
(c) Energy Code Section 170.1 “Performance Approach” is amended to read as follows:

1. The energy budget, expressed in terms of source energy, of a newly constructed low- rise multifamily building (three habitable stories or less) shall be at least 10 percent lower than that of the Standard Design Building.

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6 2. Newly Constructed high-rise multifamily buildings (greater than four habitable stories) shall be at least 4 percent lower than that of the Standard Design Building. (d) Energy Code subsections 170.1(a)-(d) are adopted without amendments.

23.24.060 Local Amendment Regarding All-Electric Buildings or Energy Efficiency Standards for Low-Rise Residential Buildings with 100% Affordable Units.

Repealed.

23.24.070 Infeasibility Exemption.

Repealed.

23.24.080 Expiration.

Repealed.

23.70.010 Adoption
(a) The California Green Building Standards Code, 2022 Edition, Title 24, Part 11 of the California Code of Regulations, as adopted and amended by the State of California, hereinafter called "Green Building Code," is adopted as the rules, regulations and standards within this City as to all matters therein except as hereinafter modified or amended; (b) One copy of the Green Building Code shall at all times be kept on file in the office of the City Clerk.

23.70.020 Local Amendments to Definitions
(a) The most commonly used definitions of the Green Building Code are set forth below:

Addition. An extension or increase in floor area of an existing building or structure.

Alteration or Alter. Any construction or renovation to an existing structure other than repair for the purpose of maintenance or addition.

Electric Vehicle (EV). An automotive-type vehicle for on-road use, such as passenger automobiles, buses, trucks, vans, neighborhood electric vehicles, electric motorcycles, and the like, primarily powered by an electric motor that draws current from a rechargeable storage battery, fuel cell, photovoltaic array, or other source of electric current. Plug-in hybrid electric vehicles (PHEV) are considered electric vehicles. For purposes of the California Electrical Code, off-road, self-propelled electric vehicles, such as industrial trucks, hoists, lifts, transports, golf carts, airline ground support equipment, tractors, boats, and the like, are not included.

Electric Vehicle Charging Space (EV Space). A space intended for future installation of EV charging equipment and charging of electric vehicles.

Electric vehicle supply equipment (EVSE). The conductors, including the undergrounded, grounded, and equipment grounding conductors and the electric vehicles

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6 connectors, attachment plugs, and all other fittings, devices, power outlets, or apparatus installed specifically for the purpose of transferring energy between premises wiring and the electric vehicle.

Newly Constructed (or New Construction). A newly constructed building (or new construction) does not include additions, alterations or repairs.

Off-Street Loading Spaces. An area, other than a public street, public way, or other property (and exclusive of off-street parking spaces), permanently reserved or set aside for the loading or unloading of motor vehicles, including ways of ingress and egress and maneuvering areas. Whenever the term "loading space" is used, it shall, unless the context clearly requires otherwise, be construed as meaning off-street loading space. This excludes designated passenger loading/unloading.
(b) Green Building Code Section 202 is amended to include the following definitions:

Affordable Housing. Residential buildings that entirely consist of units below market rate and whose rents or sales prices are governed by local agencies to be affordable based on area median income.

All-Electric Building. A building that contains no combustion equipment or plumbing for combustion equipment serving space heating (including fireplaces), water heating (including pools and spas), cooking appliances (including barbeques), and clothes drying, within the building or building property lines, and instead uses electric heating appliances for service.

Appliance Upgrade. The installation, relocation, or replacement of any appliance.

Automatic Load Management System (ALMS). A control system designed to manage load across one or more electric vehicle supply equipment (EVSE), circuits, panels and to share electrical capacity and/or automatically manage power at each connection point. ALMS systems shall be designed to deliver no less than 3.3 kVa (208/240 volt, 16-ampere) to each EV Capable, EV Ready or EVCS space served by the ALMS, and meet the requirements of California Electrical Code Article 625. The connected amperage to the building site for the EV charging infrastructure shall not be lower than the required connected amperage per California Green Building Standards Code, Title 24 Part 11.

Combustion Equipment. Any equipment or appliance used for space heating, water heating, cooking, clothes drying and/or lighting that uses fuel gas.

Direct Current Fast Charging (DCFC). A parking space provided with electrical infrastructure that meets the following conditions:
(1) A minimum of 48 kVa (480 volt, 100-ampere) capacity wiring. (2) Electric vehicle supply equipment (EVSE) located within three (3) feet of the parking space providing a minimum capacity of 80-ampere.Electric Heating Appliance.

A device that produces heat energy to create a warm environment by the application of electric power to resistance elements, refrigerant compressors, or dissimilar material junctions, as defined in the California Mechanical Code.

Electric Vehicle Charging Station (EVCS). A parking space that includes installation of electric vehicle supply equipment (EVSE) at an EV Ready space. An EVCS space may be used

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6 to satisfy EV Ready space requirements. EVSE shall be installed in accordance with the California Electrical Code, Article 625.

Fuel Gas. A gas that is natural, manufactured, liquefied petroleum, or a mixture of these, as defined in the California Mechanical Code.

Fuel Gas Infrastructure. Piping, other than service pipe, in or in connection with a building, structure or within the property lines of premises, extending from the point of delivery at the gas meter, service meter assembly, outlet of the service regulator, service shutoff valve, or final pressure regulator, whichever is applicable, as defined in the California Mechanical Code.

Laboratory. A room, building or area where the use and storage of hazardous materials are utilized for testing, analysis, instruction, research or developmental activities.

Level 1 EV Ready. A parking space that is served by a complete electric circuit with the following requirements:
(1) A minimum of 2.2 kVa (110/120 volt, 20-ampere) capacity wiring. (2) A receptacle labeled "Electric Vehicle Outlet" or electric vehicle supply equipment located within three (3) feet of the parking space. If EVSE is provided the minimum capacity of the EVSE shall be 16-ampere.
(3) Conduit oversized to accommodate future Level 2 EV Ready (208/240 volt, 40-ampere) at each parking space.Level 2 EV Capable. A parking space provided with electrical infrastructure that meets the following requirements:
(1) Conduit that links a listed electrical panel with sufficient capacity to a junction box or receptacle located within three (3) feet of the parking space. (2) The conduit shall be designed to accommodate at least 8.3 kVa (208/240 volt, 40-ampere) per parking space. Conduit shall have a minimum nominal trade size of 1 inch inside diameter and may be sized for multiple circuits as allowed by the California Electrical Code. Conduit shall be installed at a minimum in spaces that will be inaccessible after construction, either trenched underground or where penetrations to walls, floors, or other partitions would otherwise be required for future installation of branch circuits, and such additional elements deemed necessary by the Building Official.

Construction documents shall indicate future completion of conduit from the panel to the parking space, via the installed inaccessible conduit.
(3) The electrical panel shall reserve a space for a 40-ampere overcurrent protective device space(s) for EV charging, labeled in the panel directory as "EV CAPABLE."
(4) Electrical load calculations shall demonstrate that the electrical panel service capacity and electrical system, including any on-site distribution transformer(s), have sufficient capacity to simultaneously charge all EVs at all required EV spaces at a minimum of 40 amperes.
(5) The parking space shall contain signage with at least a 12" font adjacent to the parking space indicating the space is EV Capable.Level 2 EV Ready. A parking space that is served by a complete electric circuit with the following requirements:

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6 (1) A minimum of 8.3 kVa (208/240 volt, 40-ampere) capacity wiring. (2) A receptacle labeled "Electric Vehicle Outlet" or electric vehicle supply equipment located within three feet of the parking space. (3) If EVSE is provided the minimum capacity of the EVSE shall be 30- ampere.Low Power Level 2 EV Ready. A parking space that is served by a complete electric circuit with the following requirements:
(1) A minimum of 4.1 kVA (208/240 Volt, 20-ampere) capacity wiring. (2) A receptacle labeled "Electric Vehicle Outlet" or electric vehicle supply equipment located within three (3) feet of the parking space. If EVSE is provided the minimum capacity of the EVSE shall be 16-ampere.
(3) Conduit oversized to accommodate future Level 2 EV Ready (208/240 volt, 40-ampere) at each parking space.

Repair. Reconstruction, replacement, or renewal of any part of an existing building for the purpose of its maintenance or to correct damage, as defined in the California Existing Building Code.
(c) Green Building Code Section 202 is amended to delete the following definitions:

Electric Vehicle (EV) Capable Space. A vehicle space with electrical panel space and load capacity to support a branch circuit and necessary raceways, both underground and/or surface mounted, to support EV charging.

Electric Vehicle (EV) Ready Space. [HCD] A vehicle space which is provided with a branch circuit; any necessary raceways, both underground and/or surface mounted; to accommodate EV charging, terminating in a receptacle or a charger.

Level 2 Electric Vehicle Supply Equipment (EVSE). [HCD] The 208/240 Volt 40ampere branch circuit, and the electric vehicle charging connectors, attachment plugs, and all other fittings, devices, power outlets, or apparatus installed specifically for the purpose of transferring energy between the premises wiring and the electric vehicle.

Low Power Level 2 Electric Vehicle [EV] Charging Receptable. [HCD] A 208/240 Volt 20- ampere minimum branch circuit and a receptacle for use by an EV driver to charge their electric vehicle or hybrid electric vehicle.

23.70.030 Local Amendment Regarding Electric Vehicle Charging for New One- and Two- Family Dwellings and Town-Houses
(a) Green Building Code Section 4.106.4.1, "New one- and two-family dwellings and town-houses with attached private garages," is amended to read as follows:

4.106.4.1 New one- and two-family dwellings and town-houses with attached private garages.
(b) Green Building Code Section 4.106.4.1.1, "Identification," is amended to read as follows:

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6 4.106.4.1.1 New Construction One parking space provided shall be a Level 2 EV Ready space. If a second parking space is provided, it shall be provided with a Level 1 EV Ready space.

23.70.040 Local Amendment Regarding Electric Vehicle Charging for New Multifamily Residential Construction
(a) Green Building Code Section 4.106.4 "Electric vehicle (EV) charging for new construction," is amended to read as follows:

4.106.4 Electric vehicle (EV) charging. New construction shall comply with Section

4.106.4.1 or 4.106.4.2, and 4.106.4.3, to facilitate future installation and use of EV chargers.

Electric vehicle supply equipment (EVSE) shall be installed in accordance with the California Electrical Code, Article 625. For EVCS signs, refer to Caltrans Traffic Operations Policy Directive 13-01 (Zero Emission Vehicle Signs and Pavement Markings) or its successor(s).

Calculation for spaces shall be rounded up to the nearest whole number.

Exceptions:

1. On a case-by-case basis, where the local enforcing agency has determined EV charging and infrastructure are not feasible based upon one or more of the following conditions:

1.1 Where there is no local utility power supply or the local utility is unable to supply adequate power.

1.2 Where there is evidence suitable to the local enforcing agency substantiating that additional local utility infrastructure design requirements, directly related to the implementation of Section 4.106.4, may increase construction cost by an average of $4,500 per parking space for market rate housing or $400 per parking space for affordable housing. EV infrastructure shall be provided up to the level that would not exceed this cost for utility service.

1.3 Accessory Dwelling Units (ADU) and Junior Accessory Dwelling Units (JADU) without additional parking facilities and without electrical panel upgrade or new panel installation. ADUs and JADUs without additional parking but with electrical panel upgrades or new panels must have reserved breakers and electrical capacity according to the requirements of 4.106.4.1.

2. Projects with multifamily residential units that submitted Planning Applications prior to the effective date of this ordinance.

3. Parking spaces accessible only by automated mechanical car parking systems are not required to comply with this code section.
(b) Green Building Code Section 4.106.4.2, "New multifamily dwellings, hotels and motels and new residential parking facilities," is amended to read as follows:

4.106.4.2 New multifamily dwellings and new residential parking facilities.

Requirements apply to parking spaces that are assigned or leased to individual dwelling units, as well as unassigned residential parking. Visitor or common area parking is not included.

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6 (c) Green Building Code Section 4.106.4.2.1, "Multifamily development projects with less than 20 dwelling units; and hotels and motels with less than 20 sleeping units or guest rooms," is amended to read as follows:

4.106.4.2.1 New Construction. Fifteen percent (15%) of dwelling units with parking spaces shall be EVCS with Level 2 EV Ready. ALMS shall be permitted to reduce load when multiple vehicles are charging. Eighty-five percent (85%) of dwelling units with parking spaces shall be provided with a Low Power Level 2 EV Ready space. EV ready spaces and EVCS in multifamily developments shall comply with California Building Code, Chapter 11A, Section 1109A. EVCS shall comply with the accessibility provisions for EV chargers in the California Building Code, Chapter 11B.

Note: The total number of EV spaces should be one-hundred percent (100%) of dwelling units or one-hundred percent (100%) of parking spaces, whichever is less. (d) Green Building Code Section 4.106.4.2.2, "Multifamily development projects with 20 or more dwelling units, hotels and motels with 20 or more sleeping units or guest rooms," is amended to read as follows:

4.106.4.2.2 Existing Buildings. When new parking facilities are added, or electrical systems or lighting of existing parking facilities are added or altered and the work requires a building permit, ten (10) percent of the total number of parking spaces added or altered, shall be electric vehicle charging spaces (EV spaces) capable of supporting future Level 2 EVSE.

Notes:

1. Construction documents are intended to demonstrate the project's capability and capacity for facilitating future EV charging.

2. There is no requirement for EV spaces to be constructed or available until EV chargers are installed for use.
(e) Green Building Code Section 4.106.4.2.2.1 "Electric vehicle charging stations (EVCS)" is not adopted
(f) Green Building Code Section 4.106.4.2.2.1.1 "Location" is not adopted (g) Green Building Code Section 4.106.4.2.2.1.2 "Electric vehicle charging stations (EVCS) dimensions" is not adopted
(h) Green Building Code Section 4.106.4.2.2.1.3 "Accessible EV spaces" is not adopted (i) Green Building Code Section 4.106.4.2.3 "EV Space requirements" is not adopted (j) Green Building Code Section 4.106.4.2.4 "Identification" is not adopted (k) Green Building Code Section 4.106.4.2.5 "Electric Vehicle Ready Space Signage" is not adopted
(l) Green Building Code Section 4.106.4.3 "Electric vehicle charging for additions and alterations of parking facilities serving existing multifamily buildings," is amended, and adds new subsections to read as follows:

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6 4.106.4.3 Electric vehicle charging stations (EVCS). Electric vehicle charging stations required by Section 4.106.4.2 shall comply with Section 4.106.4.3.

Exception: Electric vehicle charging stations serving public accommodations, public housing, motels, and hotels shall not be required to comply with this section. See California Building Code, Chapter 11B, for applicable requirements.

4.106.4.3.1 Location. EVCS shall comply with at least one of the following options:

1. The charging space shall be located adjacent to an accessible parking space meeting the requirements of the California Building Code, Chapter 11A, to allow use of the EV charger from the accessible parking space.

2. The charging space shall be located on an accessible route, as defined in the California Building Code, Chapter 2, to the building.Exception: Electric vehicle charging stations designed and constructed in compliance with the California Building Code, Chapter 11B, are not required to comply with Section

4.106.4.3.1 and Section 4.106.4.3.2.

4.106.4.3.2 Dimensions. The charging spaces shall be designed to comply with the following:

1. The minimum length of each EV space shall be 18 feet (5486 mm).

2. The minimum width of each EV space shall be 9 feet (2743 mm).

3. One in every 25 charging spaces, but not less than one, shall also have an 8-foot (2438 mm) wide minimum aisle. A 5-foot (1524 mm) wide minimum aisle shall be permitted provided the minimum width of the EV space is 12 feet (3658 mm).
a. Surface slope for this EV space and the aisle shall not exceed 1 unit vertical in 48 units horizontal (2.083 percent slope) in any direction.

Exception: Where the City's Municipal or Zoning Code permits parking space dimensions that are less than the minimum requirements stated in this section

4.106.4.3.2, and the compliance with which would be infeasible due to particular circumstances of a project, an exception may be granted while remaining in compliance with California Building Code Section Table 11B-228.3.2.1 and 11B- 812, as applicable.
(m) Green Building Code Section 4.106.4, "Electric vehicle (EV) charging for new construction," is amended to add a new subsection and read as follows:

4.106.4.4 Direct current fast charging stations. One DCFC may be substituted for up to five (5) EVCS to meet the requirements of 4.106.4.1 and 4.106.4.2. Where ALMS serve DCFC stations, the power demand from the DCFC shall be prioritized above Level 1 and Level 2 spaces.

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6 23.70.050 Local Amendment Regarding Electric Vehicle Charging for New Non- residential Construction
(a) Green Building Code Section 5.106.5.3, "Electric vehicle (EV) charging," is amended, and adds new subsections to read as follows:

5.106.5.3 Electric vehicle (EV) charging. Construction to provide electric vehicle infrastructure and facilitate electric vehicle charging shall comply with Section 5.106.5.3 and shall be provided in accordance with regulations in the California Building Code and the California Electrical Code. Accessible EVCS shall be provided in accordance with the California Building Code Chapter 11B Section 11B-228.3. For EVCS signs, refer to Caltrans Traffic Operations Policy Directive 13-01 (Zero Emission Vehicle Signs and Pavement Markings) or its successor(s). Calculation for spaces shall be rounded up to the nearest whole number.

Exceptions:
(1) On a case-by-case basis where the local enforcing agency has determined compliance with this section is not feasible based upon one of the following conditions:
(A) Where there is no local utility power supply.
(B) Where the local utility is unable to supply adequate power. (C) Where there is evidence suitable to the local enforcement agency substantiating that additional local utility infrastructure design requirements, directly related to the implementation of Section 5.106.5.3, may increase construction cost by an average of $4,500 per parking space. EV infrastructure shall be provided up to the level that would not exceed this cost for utility service. (2) Parking spaces accessible only by automated mechanical car parking systems are not required to comply with this code section.5.106.5.3.1 Nonresidential Occupancy Class B Offices – Shared Parking Space.
(3) New Construction. Twenty percent (20%) of parking spaces shall be EVCS with Level 2 EV Ready. ALMS shall be permitted to reduce load when multiple vehicles are charging. Thirty percent (30%) of parking spaces provided shall be Level 2 EV Capable.5.106.5.3.2 Hotel and Motel Occupancies – Shared Parking Facilities. (4) New Construction Five percent (5%) of parking spaces provided shall be EVCS with Level 2 EV Ready. ALMS shall be permitted to reduce load when multiple vehicles are charging. Twenty-five percent (25%) of parking spaces provided shall be Low Power Level 2 EV Ready space. Ten percent (10%) of parking spaces provided shall be Level 2 EV Capable.5.106.5.3.3 All Other Nonresidential Occupancies – Shared Parking Facilities.
(5) New Construction. Ten percent (10%) of parking spaces provided shall be EVCS with Level 2 EV Ready. ALMS shall be permitted to reduce load when multiple

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6 vehicles are charging. Ten percent (10%) of parking spaces provided shall be Level 2 EV Capable.5.106.5.3.4 Direct current fast charging stations. One DCFC may be substituted for up to five (5) EVCS to meet the requirements of 5.106.5.3.1, 5.106.5.3.2, and 5.106.5.3.3. Where ALMS serve DCFC stations, the power demand from the DCFC shall be prioritized above Level 1 and Level 2 spaces.
(b) Green Building Code Section 5.106.5.4 "Electric vehicle (EV) charging: medium-duty and heavy-duty," is amended to read as follows:

5.106.5.4 Electric vehicle (EV) charging readiness. Construction shall comply with Section 5.106.5.4.1 to facilitate future installation of electric vehicle supply equipment (EVSE).

Construction for warehouses, grocery stores and retail stores with planned off-street loading spaces shall also comply with Section 5.106.5.4.1 for future installation of medium- and heavy- duty EVSE. Accessible EVCS shall be provided in accordance with the California Building Code Chapter 11B Section 11B-228.3. For EVCS signs, refer to Caltrans Traffic Operations Policy Directive 13-01 (Zero Emission Vehicle Signs and Pavement Markings) or its successor(s).

23.70.060 Local Amendment Regarding All-Electric Requirements for New Residential Construction
Repealed.
(c) Green Building Code Section 4.106 "Site Development," is amended to include new subsections to read as follows:

4.106.5 All-electric buildings. New construction buildings shall comply with Section

4.106.5.1 or 4.106.5.2 so that they do not use combustion equipment or are ready to accommodate installation of electric heating appliances. (1) New construction. All newly constructed buildings shall be all-electric buildings. Exceptions:

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6 If the applicant establishes that there is not an all-electric prescriptive compliance pathway for the building under the California Building Energy Efficiency Standards, and that the building is not able to achieve the performance compliance standard applicable to the building under the Energy Efficiency Standards using commercially available technology and an approved calculation method, then the local enforcing agency may grant a modification. The applicant shall comply with Section 4.106.5.2.

Inactive Fuel Gas Infrastructure may be extended to spaces that are anticipated to qualify for the exceptions contained in this chapter. The inactive Fuel Gas Infrastructure shall not be activated, have a meter installed, or otherwise used unless the exemptions specified in this chapter have been confirmed as part of the issuance of a building permit. If the Fuel Gas Infrastructure is no longer serving one of the exceptions contained in this chapter, it shall either be capped, otherwise terminated, or removed by the entity previously entitled to the exemption, in a manner pursuant to all applicable Codes.

The City of San Mateo shall have the authority to approve alternative materials, design and methods of construction or equipment per California Building Code Section 104.
(2) Requirements for combustion equipment. Where combustion equipment is allowed per Exceptions under 4.106.5.1, the construction drawings shall indicate electrical infrastructure and physical space accommodating the future installation of an electrical heating appliance in the following ways, as certified by a registered design professional or licensed electrical contractor:
(A) Branch circuit wiring, electrically isolated and designed to serve all electrical heating appliances in accordance with manufacturer requirements and the California Electrical Code, including the appropriate voltage, phase, minimum amperage, and an electrical receptacle or junction box within five feet of the appliance that is accessible with no obstructions. Appropriately sized conduit may be installed in lieu of conductors; and
(B) Labeling of both ends of the unused conductors or conduit shall be with "For Future Electrical Appliance"; and
(C) Reserved circuit breakers in the electrical panel for each branch circuit, appropriately labeled (i.e "Reserved for Future Electric Range"), and positioned on the opposite end of the panel supply conductor connection; and (D) Connected subpanels, panelboards, switchboards, busbars, and transformers shall be sized to serve the future electrical heating appliances. The electrical capacity requirements shall be adjusted for demand factors in accordance with the California Electric Code; and
(E) Physical space for future electrical heating appliances, including equipment footprint, and if needed a pathway reserved for routing of ductwork to

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6 heat pump evaporator(s), shall be depicted on the construction drawings. The footprint necessary for future electrical heating appliances may overlap with non- structural partitions and with the location of currently designed combustion equipment.

23.70.070 Local Amendment Regarding All-Electric Requirements for New Nonresidential Construction
Repealed.
(d) Green Building Code Section 5.106 "Site Development" is amended to include new subsections as follows:

5.106.13 All-electric buildings. New construction buildings shall comply with Section

5.106.13.1 or 5.106.13.2 so that they do not use combustion equipment or are ready to facilitate future electrification.
(1) New construction. All newly constructed buildings shall be all-electric buildings.

Exceptions:
(A) Nonresidential buildings containing kitchens located in a place of public accommodation, as defined in the California Building Code Chapter 2, may apply to the local enforcing agency for a modification to install commercial food heat-processing equipment served by fuel gas. The local enforcing agency may grant the modification if they find:
(i) A business-related need to cook with combustion equipment; and
(ii) The need cannot be achieved equivalently with an electric heating appliance; and
(iii) The applicant has installed energy efficient equipment based on Energy Star or California Energy Wise qualifications, as available. (iv) The applicant shall comply with Section 5.106.13.2. (B) Laboratory areas within Non-Residential Buildings may contain non- electric Space Conditioning Systems. To take advantage of this exception, an applicant shall provide third party verification that the All-electric space heating requirement is not cost effective and feasible.
(C) If the applicant establishes that there is not an all-electric prescriptive compliance pathway for the building under the California Building Energy

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6 Efficiency Standards, and that the building is not able to achieve the performance compliance standard applicable to the building under the Energy Efficiency Standards using commercially available technology and an approved calculation method, then the local enforcing agency may grant a modification. The applicant shall comply with Section 5.106.13.25.106.13.2 Requirements for combustion equipment. Where combustion equipment is allowed per exceptions under Section 5.106.13.1, the construction drawings shall indicate electrical infrastructure and physical space accommodating the future installation of an electrical heating appliance in the following ways, as certified by a registered design professional or licensed electrical contractor:

The City of San Mateo shall have the authority to approve alternative materials, design and methods of construction or equipment per California Building Code Section 104.
(2) Branch circuit wiring, electrically isolated and designed to serve all electrical heating appliances in accordance with manufacturer requirements and the California Electrical Code, including the appropriate voltage, phase, minimum amperage, and an electrical receptacle or junction box within five feet of the appliance that is accessible with no obstructions. Appropriately sized conduit may be installed in lieu of conductors; and
(3) Labeling of both ends of the unused conductors or conduit shall be with "For Future Electrical Appliance"; and
(4) Reserved circuit breakers in the electrical panel for each branch circuit, appropriately labeled (i.e "Reserved for Future Electric Range"), and positioned on the opposite end of the panel supply conductor connection; and (5) Connected subpanels, panelboards, switchboards, busbars, and transformers shall be sized to serve the future electrical heating appliances. The electrical capacity requirements shall be adjusted for demand factors in accordance with the California Electric Code; and
(6) Physical space for future electrical heating appliances, including equipment footprint, and if needed a pathway reserved for routing of ductwork to heat pump

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6 evaporator(s), shall be depicted on the construction drawings. The footprint necessary for future electrical heating appliances may overlap with non-structural partitions and with the location of currently designed combustion equipment.

23.70.080 Local Amendment Regarding Electrification Requirements for Existing Residential Buildings
(a) Green Building Code Section 4.106 "Site Development" is amended and to include new subsections as follows:

4.106.5.3 Existing one- and two-family dwellings.

4.106.5.3. Reserved. 1 Space cooling appliance upgrades shall use electricity for space heating, unconnected to fuel gas infrastructure. Any other space heating system serving the space shall be removed or configured to provide supplemental heat.

4.106.5.3.2 Reserved. Alterations and additions that include water heater appliance upgrades shall be all-electric, unconnected to fuel gas infrastructure.

4.106.5.3.3 Kitchen alterations shall include a 240v, 50 ampere circuit and receptacle installed within 36 feet of the cooktop, oven, and/or range location.

4.106.5.3.4 Alterations to areas designated for the installation of laundry equipment shall include a 240v, 30 ampere circuit and receptacle installed within 36 feet of clothes drying appliance location.4.106.5.4 Existing residential buildings.

1. Electric water heaters meeting the requirements of the California Energy Code.

2. Electric space heater and air-conditioner meeting the requirements of the California Energy Code.

3. Electric pool and/or spa water heater.

4. Electric clothes dryer.

5. Electric cooking equipment.

6. Electric vehicle charger
Exceptions:

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6 2. Reserved electric vehicle charger panel capacity may be shared with one of the following: water heater, clothes dryer, or cooking equipment.

3. Electrical panels with internet-connected overcurrent protection devices that monitor circuit load and manage power distribution.

4.106.5.4.2 Existing fuel gas infrastructure shall not be extended to any appliance, system or device within the building or building property. Inactive fuel gas infrastructure shall not be activated or otherwise operated.

Exceptions: The following are exempt from the provisions of Section 4.106.5.3 "Existing one- and two-family dwellings" and Section 4.106.5.4 "Existing residential buildings,"

1. Where meeting the provisions of Section 4.106.5.3 or 4.106.5.4 would necessitate an increase in capacity for an electrical panel, feeders, transformer, or electrical service that is not part of the appliance upgrade scope, in order to meet the requirements of the California Electrical Code. To qualify for this exception, applicant must provide a calculation conforming to the California Electrical Code.

2. Economic hardship exemptions shall be provided if the replacement cost for an all-electric system, including all incentives, is greater than 110 percent of a like-for-like fuel gas system replacement, including the future costs of electrification retrofits. The building official shall consult with the Community Development Director in deciding whether to approve an economic hardship exemption.

23.70.090 Expiration
These local code amendments shall sunset when the California Green Building Standards Code, 2022 Edition, is no longer in effect.

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CITY OF SAN MATEO
RESOLUTION NO. ____ (2025)

A RESOLUTION OF THE CITY OF SAN MATEO ADOPTING EXRESS FINDINGS FOR LOCAL SUSTAINABILITY- RELATED AMENDMENTS TO THE CALIFORNIA BUILDING STANDARDS CODE, 2022 EDITION, RELATIVE TO LOCAL

CLIMATIC, GEOGRAPHICAL, OR TOPOGRAPHICAL CONDITIONS
WHEREAS, the City of San Mateo’s (City) Climate Action Plan recommends the City review local amendments to the California Energy Code and the Green Building Standards Code to promote building electrification, energy efficiency, and electric vehicle infrastructure; and WHEREAS, California Energy Code and Green Building Standards Code, 2022 Edition, were adopted by the City of San Mateo on November 7, 2022 with local amendments to require all-electric new construction and electric-readiness and electric appliances during residential building remodels; and WHEREAS, due to a federal court decision, in early 2024, the City suspended enforcement of local amendments that prohibited the installation of gas infrastructure; and WHEREAS, this presented an opportunity to replace the City’s reach code to encourage sustainable new construction; and
WHEREAS, concurrent with this Resolution, the City Council will adopt local amendments to amend the California Energy Code to require energy compliance margins for newly constructed buildings and require electric-readiness when gas infrastructure is installed; and WHEREAS, concurrent with this Resolution, the City Council will adopt a local amendment to amend the California Green Building Code to make a minor update to the electric-readiness requirement; and WHEREAS, California Health and Safety Code Sections 17922, 17958, 17958.5, 17958.7, and 18941.5 authorizes the City to make local amendments to the California Energy Code and Green Building Standards Code upon express findings that the local amendments are reasonably necessary due to local climatic, geographical, or topographical conditions; and
WHEREAS, the City Council has determined and finds that local amendments are needed and reasonably necessary because of local climatic, geological, or topographical conditions of the City; and WHEREAS, Public Resources Code Section 25402.1(h)2 and Section 10-106 of the Building Energy Efficiency Standards (Standards) establish a process which allows local adoption of energy standards that are more stringent than the statewide Standards, provided that such local standards are cost effective and the California Energy Commission finds that the standards will require building to be designed to consume no more energy than permitted by the California Energy Code; and WHEREAS, staff has reviewed the cost effectiveness studies prepared by the California Statewide Codes and Standards Reach Code Program and associated study data and find them sufficient to illustrate compliance with the requirements set forth under California Administrative Code Chapter 10-106; and

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5 WHEREAS, that such modifications will result in designs that consume less energy than they would under the 2022 State Energy Code through the California Statewide Codes and Standards Reach Code Program, has performed cost effectiveness analyses as required by the California Energy Commission for the local amendments to the California Energy Code contained in the ordinance adopted concurrent with this Resolution; and
WHEREAS, based upon these analyses, the San Mateo City Council finds that the local amendments to the California Energy Code contained in ordinance adopted concurrent with this Resolution have at least one cost effective pathway and will require buildings to be designed to consume no more energy than permitted by the California Energy Code.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN MATEO, CALIFORNIA, HEREBY FINDS that:

1. Adoption of this Resolution adopting express findings in support of local amendments to the California Energy Code and Green Building Code, 2022 Edition, is not subject to CEQA review because it is an action taken by a regulatory agency, as authorized by state ordinance, to assure the maintenance, restoration, enhancement, or protection of the environment where the regulatory process involves procedures for the protection of the environment. (CEQA Guidelines Section 15308.)

2. The City Council makes findings that local amendments to the California Energy Code and Green Building Standards Code, 2022 Edition, in Ordinance No. 2025-__ are reasonably necessary because of local climatic, geological and topographical conditions summarized in Exhibit A attached and incorporated to this Resolution.

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5 Exhibit A
Findings Supporting Local Amendments to the California Energy Code, Title 24, Part 6 and the California Green Building Code, Title 24, Part 11
Section 17958 of the California Health and Safety Code provides that the City may make changes to the provisions in the uniform codes that are published in the California Building Standards Code.

Sections 17958.5 and 17958.7 of the Health and Safety Code require that for each proposed local change to those provisions in the uniform codes and published in the California Building Standards Code which regulate buildings used for human habitation, the City Council must make findings supporting its determination that each such local change is reasonably necessary because of local climatic, geological, or topographical conditions.

Regarding the Energy Code, local jurisdictions have the authority to adopt local energy efficiency ordinances—or reach codes—that exceed the minimum standards defined by Title 24 (as established by Public Resources Code Section 25402.1(h)2 and Section 10-106 of the Building Energy Efficiency Standards, provided the City Council finds that the requirements of the proposed ordinance are cost-effective and do not result in buildings consuming more energy than is permitted by Title 24.

Local building regulations having the effect of amending the uniform codes, which were adopted by the City prior to November 23, 1970, were unaffected by the regulations of Sections 17958, 17958.5 and 17958.7 of the Health and Safety Code. Therefore, amendments to the uniform codes which were adopted by the City Council prior to November 23, 1970, and have been carried through from year to year without significant change, need no required findings. Also, amendments to provisions not regulating buildings used for human habitation, including amendments made only for administrative consistency, do not require findings.

Code: California Energy Code, Title 24, Part 6
Section(s) Title Add Deleted Amended Justification
(See below
for Key)
100.1 Definitions and Rules of Construction X C & E
120.2 Required Controls for Space-Conditioning
Systems

X C & E
120.6 Mandatory Requirements for Covered
Processes

X C & E
130.6 Electric Readiness Requirements for Systems
Using Gas or Propane

X C & E
140.0 Performance and Prescriptive Compliance
Approaches

X C & E
140.1 Performance Approach: Energy Budgets X C & E
150.0 Mandatory Features and Devices X C & E
150.1 Performance and Prescriptive Compliance
Approaches for Single-Family Residential
Buildings

X C & E
160.4 Mandatory Requirements for Water-Heating
Systems

X C & E
160.9 Mandatory Requirements for Electric Ready
Buildings

X C & E
170.1 Performance Approach X C & E

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5 Code: California Green Building Code, Title 24, Part 11 Section(s) Title Add Deleted Amended Justification
(See below
for Key)

4.106 Site Development X C & E
Key:

A Administrative
This is an administrative amendment to clarify and establish civil and administrative procedures, regulations, or rules to enforce and administer the activities by the San Mateo Community Development Department. These administrative amendments do not need to meet HSC 18941.5/17958/13869 per HSC 18909(c).

C Climatic
The local amendments are justified on the basis of a local climatic conditions in San Mateo. Failure to address and significantly reduce greenhouse gas (GHG) emissions could result in rises in sea level, including in San Francisco Bay, that could put at risk City homes and businesses, public facilities, and Highway 101 (Bayshore Freeway), particularly the mapped Flood Hazard areas of the City. Buildings with lower energy and GHG emissions benefit the health, safety, and welfare of San Mateo residents. Requiring highly efficient construction will reduce the amount of GHG emissions produced in San Mateo.

G Geological
The local amendments are justified on the basis of local geological conditions in San Mateo. Major faults cross through all nine Bay Area counties. The closest active faults in San Mateo are the San Andreas Fault located two miles west and the Hayward Fault, 14 miles east of San Mateo. A powerfully damaging earthquake similar to the 1906 earthquake or 1989 Loma Prieta earthquake is rare but likely to occur in the next 30 years. Smaller magnitude earthquakes are also likely to occur, potentially producing significant local damage. The reduction of natural gas infrastructure in new buildings would reduce the hazards associated with gas leaks during seismic events.

E Environmental
The local amendments improve the public health and welfare by promoting the environmental and economic health of the City through the design, construction, maintenance, operation and deconstruction of buildings and sites by incorporating green practices into all development. The local amendments are consistent with the goals of the Green Building Code and help achieve the following goals:
•Increase energy efficiency in buildings;
•Increase resources conservation;
•Provide durable buildings that are efficient and economical to own and operate; and •Promote the health and productivity of residents, workers, and visitors to the city.

TTopographic

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5 The local amendments are justified on the basis of local topographic conditions in San Mateo. The City of San Mateo topography includes areas that are subject to wildland type fires due to existing vegetation, particularly chaparral, the steep slopes, and the temperate climate with dry summer months. These wildland areas pose substantial risk to nearby residences and the natural environment. The elimination of natural gas infrastructure in new buildings and the transition to electric appliances in existing residential buildings would reduce fire hazards in buildings near highly combustible wildland areas.

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Last modified: 2024/05/30
Revision: 1.3
Prepared by:

Alea German, Claudia Pingatore, Ada Shen, & Keith Saechao, Frontier Energy, Inc Misti Bruceri, Misti Bruceri & Associates, LLC
Prepared for:

Kelly Cunningham, Codes and Standards Program, Pacific Gas and Electric

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Cost Effectiveness Analysis: Single Family New Construction Legal Notice
This report was prepared by Pacific Gas and Electric Company and funded by the California utility customers under the auspices of the California Public Utilities Commission.

Neither PG&E nor any of its employees makes any warranty, express or implied; or assumes any legal liability or responsibility for the accuracy, completeness or usefulness of any data, information, method, product, policy or process disclosed in this document; or represents that its use will not infringe any privately- owned rights including, but not limited to, patents, trademarks or copyrights.

Acronym List
2023 PV$ – Present value costs in 2023
ACH50 – Air Changes per Hour at 50 pascals pressure
differential
ACM – Alternative Calculation Method
ADU – Accessory Dwelling Unit
AFUE – Annual Fuel Utilization Efficiency
B/C – Lifecycle Benefit-to-Cost Ratio
BEopt – Building Energy Optimization Tool
BSC – Building Standards Commission
CA IOUs – California Investor-Owned Utilities
CASE – Codes and Standards Enhancement
CBECC-Res – Computer program developed by the California Energy Commission for use in demonstrating
compliance with the California Residential Building
Energy Efficiency Standards
CFI – California Flexible Installation
CFM – Cubic Feet per Minute
CO
2 – Carbon Dioxide
CPAU – City of Palo Alto Utilities
CPUC – California Public Utilities Commission
CZ – California Climate Zone
DHW – Domestic Hot Water
DOE – Department of Energy
DWHR – Drain Water Heat Recovery
EDR – Energy Design Rating
EER – Energy Efficiency Ratio
EF – Energy Factor

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Cost Effectiveness Analysis: Single Family New Construction GHG – Greenhouse Gas
HERS Rater – Home Energy Rating System Rater
HPA – High Performance Attic
HPWH – Heat Pump Water Heater
HSPF – Heating Seasonal Performance Factor
IECC – International Energy Conservation Code
IOU – Investor Owned Utility
kBtu – kilo-British thermal unit
kWh – Kilowatt Hour
LBNL – Lawrence Berkeley National Laboratory
LCC – Lifecycle Cost
LLAHU – Low Leakage Air Handler Unit
LSC – Long-term System Cost (2025 Title 24, Part 6 compliance metric) MF – Multifamily
NEEA – Northwest Energy Efficiency Alliance
NEM – Net Energy Metering
NPV – Net Present Value
NREL – National Renewable Energy Laboratory
PG&E – Pacific Gas and Electric Company
POU – Publicly-Owned-Utilities
PV – Photovoltaic
SCE – Southern California Edison
SDG&E – San Diego Gas and Electric
SEER – Seasonal Energy Efficiency Ratio
SF – Single Family
SMUD – Sacramento Municipal Utility District
SoCalGas – Southern California Gas Company
TDV – Time Dependent Valuation (2022 Title 24, Part 6 compliance metric) Therm – Unit for quantity of heat that equals 100,000 British thermal units Title 24 – Title 24, Part 6
TOU – Time-Of-Use
UEF – Uniform Energy Factor
VLLDCS – Verified Low Leakage Ducts in Conditioned Space ZNE – Zero-net Energy

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Cost Effectiveness Analysis: Single Family New Construction Summary of Revisions
Date Description Reference (page or section)
9/12/2022 Original Release (1.0) N/A
3/25/2024 Updated analysis (1.1) • New simulation results with latest CBECC-Res version (Section 2.1.1)
• Updated utility cost estimates using
recent utility tariff and net billing
tariff (Section 2.1.3)
• New measure costs for heat pumps,
batteries, and PV (Section 3.3)
• Revised packages (Section 3.4)
• Revised Results, Summary,
References, and Appendices
(Sections 4-7)
4/26/2024 Corrected errors (1.2)
• Corrected incorrect results in Tables
16-19, 23, 26
5/30/2024 Corrected errors (1.3) • Corrected incorrect results in Tables 15-18, 22-28

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Cost Effectiveness Analysis: Single Family New Construction

TABLE OF CONTENTS
Executive Summary..........................................................................................................................................................1 1 Introduction................................................................................................................................................................4 2 Methodology and Assumptions ...............................................................................................................................5

2.1 Analysis for Reach Codes..................................................................................................................................................... 5

2.1.1 Modeling ....................................................................................................................................................................... 5

2.1.2 Cost-effectiveness ........................................................................................................................................................ 5

2.1.3 Utility Rates................................................................................................................................................................... 7

2.2 Greenhouse Gas Emissions ................................................................................................................................................. 8

2.3 Energy Design Rating ........................................................................................................................................................... 8 3 Prototypes, Measure Packages, and Costs ..........................................................................................................10

3.1 Prior Reach Code Research ............................................................................................................................................... 10

3.2 Prototype Characteristics.................................................................................................................................................... 10

3.3 Measure Definitions and Costs ........................................................................................................................................... 13

3.3.1 Efficiency, Solar PV, and Batteries ............................................................................................................................. 13

3.3.2 Electrification............................................................................................................................................................... 18

3.4 Measure Packages ............................................................................................................................................................. 23 4 Results......................................................................................................................................................................25

4.1 Compliance Results: All-Electric vs. Mixed Fuel Code Minimum ........................................................................................ 25

4.2 All-Electric Code Minimum Results..................................................................................................................................... 27

4.3 All-Electric Efficiency, PV, and Battery Results................................................................................................................... 30

4.4 Mixed Fuel Results ............................................................................................................................................................. 32

4.5 Greenhouse Gas Reductions.............................................................................................................................................. 34

4.6 Sensitivity Analysis ............................................................................................................................................................. 36

4.6.1 CARE Rate Comparison ............................................................................................................................................. 37

4.6.2 Utility Infrastructure Cost Sensitivity............................................................................................................................ 39

4.6.3 Utility Rate Escalation ................................................................................................................................................. 40 5 Summary ..................................................................................................................................................................43 6 References ...............................................................................................................................................................47 7 Appendices ..............................................................................................................................................................49

7.1 Map of California Climate Zones......................................................................................................................................... 49

7.2 Utility Rate Schedules......................................................................................................................................................... 50

7.2.1 Pacific Gas & Electric.................................................................................................................................................. 51

7.2.2 Southern California Edison ......................................................................................................................................... 58

7.2.3 Southern California Gas.............................................................................................................................................. 62

7.2.4 San Diego Gas & Electric............................................................................................................................................ 63

7.2.5 City of Palo Alto Utilities.............................................................................................................................................. 69

7.2.6 Sacramento Municipal Utilities District (Electric Only)................................................................................................. 71

7.2.7 Fuel Escalation Assumptions...................................................................................................................................... 73

7.3 Summary of Efficiency Measures........................................................................................................................................ 75

7.4 Summary of Applicable Prescriptive Base case Measures ................................................................................................. 77

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Cost Effectiveness Analysis: Single Family New Construction

LIST OF TABLES
Table 1: Utility Tariffs Used Based on Climate Zone ............................................................................................................................ 7 Table 2: Prototype Characteristics...................................................................................................................................................... 10 Table 3: Base case Characteristics of the Prototypes ........................................................................................................................ 12 Table 4: Base Package PV Capacities (kW-DC) ................................................................................................................................ 13 Table 5: Incremental Cost Assumptions: Efficiency, PV, and Battery Measures ................................................................................ 15 Table 6: Single Family IOU Total Natural Gas Infrastructure Costs.................................................................................................... 18 Table 7: Single Family CPAU Total Natural Gas Infrastructure Costs ................................................................................................ 19 Table 8: ADU Utility Infrastructure Total and Incremental Costs......................................................................................................... 19 Table 9: Effective Useful Lifetime (EUL) of Water Heating & Space Conditioning Equipment............................................................ 20 Table 10: Space Conditioning System Nominal Capacities ................................................................................................................ 21 Table 11: Space Conditioning System Incremental Costs (2023 PV$) ............................................................................................... 21 Table 12: Heat Pump Water Heating System Incremental Costs (2023 PV$) .................................................................................... 22 Table 13: Single Family All-Electric Appliance Incremental Costs...................................................................................................... 23 Table 14: Single Family Cost-Effectiveness: All-Electric Code Minimum............................................................................................ 28 Table 15: ADU Cost-Effectiveness: All-Electric Code Minimum.......................................................................................................... 29 Table 16: Single Family Cost-Effectiveness: Comparison of All-Electric Efficiency Only, PV, and Battery Packages ........................ 30 Table 17: ADU Cost-Effectiveness: All-Electric Energy Efficiency + Additional PV + Battery ............................................................. 31 Table 18: Single Family Cost-Effectiveness: Mixed Fuel Efficiency + PV + Battery............................................................................ 32 Table 19: ADU Cost-Effectiveness: Mixed Fuel Efficiency + PV + Battery ......................................................................................... 33 Table 20: Single Family Greenhouse Gas Reductions (metric tons) .................................................................................................. 34 Table 21: ADU Greenhouse Gas Reductions (metric tons) ................................................................................................................ 35 Table 22: On-Bill Cost-Effectiveness with CARE Tariffs: All-Electric Code Minimum ......................................................................... 37 Table 23: On-Bill Cost-Effectiveness with CARE Tariffs: Mixed Fuel Efficiency + PV+ Battery Package ........................................... 38 Table 24: Single Family Cost-Effectiveness Comparison with Range of Natural Gas Utility Infrastructure Costs: All-Electric Code Minimum........................................................................................................................................................................................ 39 Table 25: Cost-Effectiveness, 2025 LSC Basis: All-Electric Code Minimum ...................................................................................... 41 Table 26: Cost-Effectiveness, 2025 LSC Basis: Mixed Fuel Efficiency + PV + Battery ...................................................................... 42 Table 27: Summary of Single Family EDR1 Margins and Cost-Effectiveness .................................................................................... 45 Table 28: Summary of ADU EDR1 Margins and Cost-Effectiveness.................................................................................................. 46 Table 29: PG&E Baseline Territory by Climate Zone.......................................................................................................................... 51 Table 30: PG&E Monthly Gas Rate ($/therm)..................................................................................................................................... 51 Table 31: SCE Baseline Territory by Climate Zone ............................................................................................................................ 58 Table 32: SoCalGas Baseline Territory by Climate Zone ................................................................................................................... 62 Table 33: SoCalGas Monthly Gas Rate ($/therm) .............................................................................................................................. 62 Table 34: SDG&E Baseline Territory by Climate Zone ....................................................................................................................... 63

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Cost Effectiveness Analysis: Single Family New Construction Table 35: SDG&E Monthly Gas Rate ($/therm) .................................................................................................................................. 63 Table 36: CPAU Monthly Gas Rate ($/therm)..................................................................................................................................... 69 Table 37: Real Utility Rate Escalation Rate Assumptions, CPUC En Banc and 2022 TDV Basis ...................................................... 73 Table 38: Real Utility Rate Escalation Rate Assumptions, 2025 LSC Basis ....................................................................................... 74 Table 39: All-Electric Single Family Efficiency Measures, Various Packages..................................................................................... 75 Table 40: Mixed Fuel Single Family Measures, Efficiency + PV + Battery Package........................................................................... 76 Table 41: Efficiency Measures for All ADU Packages ........................................................................................................................ 76 Table 42 Prescriptive Envelope, PV, and Battery Measures by Climate Zone.................................................................................... 77 Table 43 Prescriptive HVAC Measures by Climate Zone ................................................................................................................... 78 Table 44 Prescriptive Water Heating Measures by Climate Zone....................................................................................................... 78

LIST OF FIGURES
Figure 1: Single family all-electric home compliance impacts............................................................................................................. 25 Figure 2: ADU all-electric home compliance impacts.......................................................................................................................... 26 Figure 3: Single family four gas appliance home compliance impacts................................................................................................ 26 Figure 4: Map of California climate zones........................................................................................................................................... 49

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1 Executive Summary
The California Codes and Standards (C&S) Reach Codes program provides technical support to local governments considering adopting a local ordinance (reach code) intended to support meeting local and/or statewide energy efficiency and greenhouse gas (GHG) reduction goals. The program facilitates adoption and implementation of the code when requested by local jurisdictions by providing resources such as cost-effectiveness studies, model language, sample findings, and other supporting documentation.

This report documents cost-effectiveness analysis results for traditional new detached single family and detached accessory dwelling unit (ADUs) building types. It evaluates mixed fuel and all-electric package options in all sixteen California climate zones (CZs). Packages include combinations of efficiency measures, on-site renewable energy, and battery energy storage.

This analysis used two different metrics to assess the cost-effectiveness of the proposed upgrades. Both methodologies require estimating and quantifying the incremental costs and energy savings associated with each energy efficiency measure over a 30-year analysis period. On-Bill cost-effectiveness is a customer-based lifecycle cost (LCC) approach that values energy based upon estimated site energy usage and customer utility bill savings using today’s electricity and natural gas utility tariffs. Time Dependent Valuation (TDV) is the California Energy Commission’s LCC methodology, which is intended to capture the long-term projected cost of energy, including costs for providing energy during peak periods of demand, carbon emissions, grid transmission and distribution impacts. This is the methodology used by the Energy Commission in evaluating cost-effectiveness for efficiency measures in Title 24, Part 6.

The following are key takeaways and recommendations from the analysis.

Conclusions and Discussion:
• All-electric buildings have lower GHG emissions than mixed fuel buildings, due to the clean power sources currently available from California’s power providers as well as accounting for increased penetration of renewables in the future. Almost all the all-electric packages evaluated resulted in greater GHG emission savings than the mixed fuel packages, with the exception of the mixed fuel package with battery storage in climate zones with low heating loads.
• The Reach Codes Team found code-compliant all-electric new construction to be feasible and cost-effective based on TDV for single family homes in all cases except Climate Zone 16. • All-electric single family new construction was On-Bill cost-effective in all cases except Climate Zones 1, 3, 14, and 16.
• The all-electric ADU home was cost-effective based on TDV in all cases except in Climate Zones 3, 4, 13, and 14 where the higher cost of installing a ducted heat pump water heater (HPWH) instead of the prescriptively required gas tankless water heater exceed the resulting energy cost savings. In the other climate zones there were first cost savings for installing a heat pump space heater instead of a gas furnace, contributing to an overall TDV cost-effective result.
• Few cases were cost-effective On-Bill for the ADU.
• All-electric code minimum construction results in an increase in first lifetime costs relative to a mixed fuel home, except for CPAU and SMUD where electricity rates are much lower than for the investor-owned utilities (IOUs). The addition of efficiency measures, market dominant HPWHs that meet the Northwest Energy Efficiency Alliance’s (NEEA’s) Advanced Water Heating Specification 1, high efficiency heat pumps, increased
solar photovoltaics (PV), and batteries all reduce utility costs, and the combination of these options was found to reduce annual utility costs relative to a mixed fuel home in all cases. 1 Refer to Section 0 for an explanation of HPWHs certified through NEEA’s Advanced Water Heating Specification, their market status, and how they compare to federal minimum efficiency standards.

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2 • Under the Net Billing Tariff (NBT)2, utility cost savings for increasing PV system size beyond code minimum are substantially l
ess than what they were under prior net energy metering rules (NEM 2.0); however, savings are sufficient to be On-Bill cost-effective in all climate zones for the all-electric single family home except climate zones
1, 3, and 16. Coupling PV with battery systems increases utility cost savings as a result of improved on- site
utilization of PV generation and fewer exports to the grid. • Applying
California Alternate Rates for Energy (CARE) rates in the IOU territories improves On-Bill cost- effectiveness for all-electric buildings, as compared to the same case under standard rates, due to higher utility cost savings compared to a code compliant mixed fuel building also on a CARE rate. This is due to the CARE discount
on electricity being higher than that on gas.
• If gas tariffs are assumed to increase substantially over time, in line with the escalation assumption from the 2025 LSC development, all-electric n ew construction was found to be On-Bill cost-effective in almost all single family and most ADU scenarios over the 30-year a nalysis period. There is much uncertainty surrounding future tariff s
tructures as well as escalation values. While it’s clear that gas rates are anticipated to increase, how much and how
quickly is not known. Electricity tariff structures are expected to evolve over time, and the California Public Utilities Commission (CPUC) has an active proceeding to adopt an income-graduated fixed charge that b
enefits low-income customers and supports electrification measures3. The CPUC will make a decision in mid-2024 and the new rates are expected to be in place later that year or in 2025. While the anticipated impact of this rate change is lower volumetric electricity rates, the rate design is not finalized. While lower
volumetric electricity rates provide many benefits like incentivizing electrification, it also will make building efficiency
measures harder to justify as cost-effective due to lower utility bill cost savings.

Recomm
endations:
• A reach code with a single performance target based on source energy (EDR1) can be structured to strongly encourage electrification. This approach requires equivalent performance for all buildings and allow s mixed fuel buildings which minimizes the risk of violating federal preemption. Below are examples of how a reach code for single family homes could be set up based on the results summarized in Table 27. o A jurisdiction in Climate Zone 12 could set a performance target at an EDR1 margin of 11.5 (the EDR1 margin for the all-electric Code Minimum package). Any all-electric home meeting or exceeding the prescriptive requirements would comply, and a mixed fuel home would likely need to incorporate a combination of efficiency measures and a battery system to comply. o Similarly, a jurisdiction in Climate Zone 7 may consider setting a performance target of 2.8 EDR1 margin (also the EDR1 margin for the all-electric Code Minimum package). Any all-electric home meeting or exceeding the prescriptive requirements would comply, but a mixed fuel home would likely be able to comply with only a suite of above-code efficiency measures (no battery). Alternatively, a higher EDR1 margin target of 5 would incentivize more energy efficiency or additional PV for all - electric construction, and mixed fuel construction would likely need to incorporate a battery system to comply.
o A jurisdiction in Climate Zone 16 may want to set a performance target at an EDR1 margin of 20. 4 (the EDR1 margin for the mixed fuel efficiency + PV + battery package). This would establish a target that a mixed fuel home could On-Bill cost-effectively meet, likely only after incorporating a combination of efficiency measures and a battery system, and that an all-electric home could easily meet. • The 2022 Title 24 code’s new source energy metric combined with the heat pump baseline encourage all - electric construction, providing an incentive that allows for some amount of prescriptively required building efficiency to be traded off, still meeting minimum code compliance. This compliance benefit for all -electric homes highlights a unique opportunity for jurisdictions to incorporate efficiency into all-electric reach codes.

Efficiency and electrification have symbiotic benefits and are both critical for decarbonization of buildings. As demand on the electric grid is increased through electrification, efficiency can reduce the negative impacts of 2 Refer to Section 2.1.3 for discussion on NBT and NEM
3 https://www.cpuc.ca.gov/industries-and-topics/electrical-energy/electric-costs/demand-response-dr/demand-flexibility-rulemaking California Energy Codes & Standards | A statewide utility program 2024-04-26

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3 additional electricity demand on the grid, reducing the need for increased generation and storage capacity , as well as the need to upgrade upstream transmission and distribution equipment. The Reach Codes Team recommends that jurisdictions adopting a reach code for single family buildings also include an efficiency requirement with EDR1 margins at minimum consistent with the all-electric code minimum package results in Table 27.
• The code compliance margins for the ADU all-electric code minimum package are lower than for the single family prototype; code compliance and cost-effectiveness can be more challenging for smaller dwelling units.

As a result, the Reach Codes Team does not recommend EDR1 targets above those reported for the all - electric Code Minimum package in Table 28.

This report presents measures or measure packages that local jurisdictions may consider adopting to achieve energy savings and emissions reductions beyond what will be accomplished by enforcing minimum state requirements, the 2022 Building Energy Efficiency Standards (Title 24, Part 6), effective January 1, 2023.

Local jurisdictions may also adopt ordinances that amend different Parts of the California Building Standards Code or may elect to amend other state or municipal codes. The decision regarding which code to amend will determine the specific requirements that must be followed for an ordinance to be legally enforceable. For example, jurisdictions may amend Part 11 instead of Part 6 of the CA Building Code requiring review and approval by the Building Standards Commission (BSC) but not the California Energy Commission (Energy Commission). Reach codes that amend Part 6 of the CA Building Code and require energy performance beyond state code minimums must demonstrate the proposed changes are cost-effective and obtain approval from the Energy Commission. Although a cost-effectiveness study is only required to amend Part 6 of the CA Building Code, this study provides valuable context for jurisdictions pursuing other ordinance paths to understand the economic impacts of any policy decision. This study documents the estimated costs, benefits, energy impacts and greenhouse gas emission reductions that may result from implementing an ordinance based on the results to help residents, local leadership, and other stakeholders make informed policy decisions.

Model ordinance language and other resources are posted on the C&S Reach Codes Program website at LocalEnergyCodes.com. Local jurisdictions that are considering adopting an ordinance may contact the program for further technical support at [email protected]. In addition, jurisdictions in a CCA territory with rates or rate structures that are significantly different than IOU rates may email the program at [email protected] to request a custom analysis.

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Cost Effectiveness Analysis: Single Family New Construction Introduction
4 1 Introduction
This report documents cost-effective combinations of measures that exceed the minimum state requirements, the 2022 Building Energy Efficiency Standards, effective January 1, 2023, for newly constructed single family buildings. This report was developed in coordination with the California Statewide Investor-Owned Utilities (CA IOUs) Codes and Standards Program, key consultants, and engaged cities—collectively known as the Reach Codes Team.

The analysis considers traditional detached single family and detached accessory dwelling unit (ADUs) building types and evaluates mixed fuel and all-electric package options in all sixteen California climate zones (CZs).4 Packages include combinations of efficiency measures, on-site renewable energy, and battery energy storage.

This report documents the key results and conclusions from the Reach Codes Team analysis. A full dataset of all results can be downloaded from the Local Energy Codes Resources 5 webpage. Results alongside policy options and
the potential citywide impacts for specific jurisdictions can also be explored using the Cost-effectiveness Explorer at https://explorer.localenergycodes.com/.

The California Building Energy Efficiency Standards Title 24, Part 6 (Title 24) (California Energy Commission, 2021a) is maintained and updated every three years by two state agencies: the California Energy Commission (Energy Commission) and the Building Standards Commission (BSC). In addition to enforcing the code, local jurisdictions have the authority to adopt local energy efficiency ordinances—or reach codes—that exceed the minimum standards defined by Title 24 (as established by Public Resources Code Section 25402.1(h)2 and Section 10- 106 of the Building Energy Efficiency Standards). Local jurisdictions must demonstrate that the requirements of the proposed ordinance are cost - effective and do not result in buildings consuming more energy than is permitted by Title 24. In addition, the jurisdiction must obtain approval from the Energy Commission and file the ordinance with the BSC for the ordinance to be legally enforceable.

The Department of Energy (DOE) sets minimum efficiency standards for equipment and appliances that are federally regulated under the National Appliance Energy Conservation Act, including heating, cooling, and water heating equipment (E-CFR, 2020). Since state and local governments are prohibited from adopting higher minimum efficiencies than the federal standards require — herein referred to as federal preemption — the focus of this study is to identify and evaluate cost-effective packages that do not include high efficiency heating, cooling, and water heating equipment.

High efficiency appliances are often the easiest and most affordable measures to increase energy performance. While federal preemption limits reach code mandatory requirements for covered appliances, in practice, builders may install any package of compliant measures to achieve the performance requirements. 4 See Appendix 7.1 Map of California Climate Zones for a graphical depiction of climate zone locations. 5 https://localenergycodes.com/content/resources/?q=newly%20constructed%20buildings:%20efficiency%20and%20electrification California Energy Codes & Standards | A statewide utility program 2024-04-26

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5 2 Methodology and Assumptions

2.1 Analysis for Reach Codes
This section describes the approach to calculating cost-effectiveness including benefits, costs, metrics, and utility rate selection.

2.1.1 Modeling
The Reach Codes Team performed energy simulations using software approved for 2022 Title 24 Code compliance analysis, CBECC-Res 2022.3.0.

The general approach applied in this analysis is to evaluate performance and determine cost-effectiveness of various energy efficiency upgrade measures, individually and as packages, in single family buildings. Using the 2022 baseline as the starting point, prospective measures and packages were identified and modeled in each of the prototypes to determine the projected energy use (therm and kWh) and compliance impacts. A large set of parametric runs were conducted to evaluate various options and develop packages of measures that met or exceeded minimum code performance. The analysis utilized a Python based parametric tool to automate and manage the generation of CBECC- Res input files. This allowed for quick evaluation of various efficiency measures across multiple climate zones and prototypes and improved quality control. The batch process functionality of CBECC-Res was utilized to simulate large groups of input files at once.

2.1.2 Cost-effectiveness

2.1.2.1 Benefits
This analysis used two different metrics to assess cost-effectiveness of the proposed upgrades. Both methodologies require estimating and quantifying the incremental costs and energy savings associated with each energy efficiency measure. The main difference between the methodologies is the manner in which they value energy and thus the cost savings of reduced or avoided energy use:

Utility Bill Impacts (On-Bill): Customer-based lifecycle cost (LCC) approach that values energy based upon estimated site energy usage and customer utility bill savings using today’s electricity and natural gas utility tariffs. Total savings are estimated over a 30-year duration and include discounting of future costs and energy cost inflation.

Time Dependent Valuation (TDV): Energy Commission LCC methodology, which is intended to capture the total value or cost of energy use over 30 years. This method accounts for long-term projected costs, such as the cost of providing energy during peak periods of demand, and other societal costs, such as projected costs for carbon emissions as well as grid transmission and distribution impacts. This metric values energy use differently depending on the fuel source (natural gas, electricity, and propane), time of day, and season. For example, electricity used (or saved) during peak periods has a much higher value than electricity used (or saved) during off -peak periods due to the less inefficient energy generation sources providing peak electricity (Horii, Cutter, Kapur, Arent, & Conotyannis, 2014) . This is the methodology used by the Energy Commission in evaluating cost-effectiveness for efficiency measures in Title 24, Part 6.

2.1.2.2 Costs
The Reach Codes Team assessed the incremental costs of the measures and packages over a 30-year lifecycle.

Incremental costs represent the equipment, installation, replacement, and maintenance costs of the proposed measure relative to the 2022 Title 24 Standards minimum requirements or standard industry practices. Present value of replacement cost is included only for measures with lifetimes less than the 30-year evaluation period.

In calculating On-Bill cost-effectiveness, incremental first costs were assumed to be financed into a mortgage or loan with a 30-year loan term and four percent interest rate. Financing was not applied to future replacement or maintenance costs. In calculating TDV cost-effectiveness, incremental first costs were not assumed to be financed into a mortgage or loan.

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6 2.1.2.3 Metrics
Cost-effectiveness is presented using net present value (NPV) and benefit-to-cost (B/C) ratio metrics.

NPV Savings: The lifetime NPV savings is reported as a cost-effectiveness metric; Equation 1 demonstrates how this is calculated. If the net savings of a measure or package is positive, it is considered cost-effective. Negative savings represent net costs.

B/C Ratio: Ratio of the present value of all benefits to the present value of all costs over 30 years (present value of benefits divided by present value of costs). The criteria benchmark for cost-effectiveness is a B/C ratio greater than one. A value of one indicates the present value of the savings over the analysis period is equivalent to the present value of the lifetime incremental cost of that measure. A value greater than one represents a positive return on investment. The B/C ratio is calculated according to Equation 2.

Equation 1
𝑁𝑁𝑁𝑁𝑁𝑁 𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆 = 𝑁𝑁𝑃𝑃𝑃𝑃𝑆𝑆𝑃𝑃𝑆𝑆𝑃𝑃 𝑆𝑆𝑆𝑆𝑣𝑣𝑣𝑣𝑃𝑃 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃 − 𝑁𝑁𝑃𝑃𝑃𝑃𝑆𝑆𝑃𝑃𝑆𝑆𝑃𝑃 𝑆𝑆𝑆𝑆𝑣𝑣𝑣𝑣𝑃𝑃 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑐𝑐𝑜𝑜𝑆𝑆𝑃𝑃 Equation 2
𝑁𝑁𝑃𝑃𝑃𝑃𝑆𝑆𝑃𝑃𝑆𝑆𝑃𝑃 𝑆𝑆𝑆𝑆𝑣𝑣𝑣𝑣𝑃𝑃 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃 𝐵𝐵𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃 − 𝑃𝑃𝑜𝑜 − 𝐶𝐶𝑜𝑜𝑆𝑆𝑃𝑃 𝑅𝑅𝑆𝑆𝑃𝑃𝑆𝑆𝑜𝑜 = 𝑁𝑁𝑃𝑃𝑃𝑃𝑆𝑆𝑃𝑃𝑆𝑆𝑃𝑃 𝑆𝑆𝑆𝑆𝑣𝑣𝑣𝑣𝑃𝑃 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑐𝑐𝑜𝑜𝑆𝑆𝑃𝑃 Improving the efficiency of a project often requires an initial incremental investment. In most cases the benefit is represented by annual On-Bill utility or TDV savings, and the cost is represented by incremental first cost and replacement costs. However, some packages result in initial construction cost savings (negative incremental cost), and either energy cost savings (positive benefits), or increased energy costs (negative benefits). In cases where both construction costs and energy-related savings are negative, the construction cost savings are treated as the ‘benefit’ while the increased energy costs are the ‘cost.’ In cases where a measure or package is cost-effective immediately (i.e., upfront construction cost savings and lifetime energy cost savings), B/C ratio cost -effectiveness is represented by “>1”.

The lifetime costs or benefits are calculated according to Equation 3.

Equation 3
𝐴𝐴 (𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴𝐴 𝑐𝑐𝑐𝑐𝑐𝑐𝑐𝑐 𝑐𝑐𝑜𝑜 𝑏𝑏𝑏𝑏𝐴𝐴𝑏𝑏𝑏𝑏𝑏𝑏𝑐𝑐)𝑡𝑡 𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑐𝑐𝑜𝑜𝑆𝑆𝑃𝑃 𝑜𝑜𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃 = ∑𝑐𝑐=0 (1+𝑜𝑜)𝑡𝑡 Where: n = analysis term in years
r = discount rate
The following summarizes the assumptions applied in this analysis to both methodologies.

Analysis term of 30 years
Real discount rate of three percent
TDV is a normalized monetary format and there is a unique procedure for calculating the present value benefit of TDV energy savings. The present value of the energy cost savings in dollars is calculated by multiplying the TDV savings (reported by the CBECC-Res simulation software) by a NPV factor developed by the Energy Commission (see (Energy + Environmental Economics, 2020)). The 30-year residential NPV factor is $0.173/kTDV kBtu for the 2022 code cycle.

Equation 4
𝑇𝑇𝑇𝑇𝑁𝑁 𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃 = 𝑇𝑇𝑇𝑇𝑁𝑁 𝑃𝑃𝑆𝑆𝑃𝑃𝑃𝑃𝑆𝑆𝑒𝑒 𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆 ∗ 𝑁𝑁𝑁𝑁𝑁𝑁 𝑜𝑜𝑆𝑆𝑐𝑐𝑃𝑃𝑜𝑜𝑃𝑃 California Energy Codes & Standards | A statewide utility program 2024-04-26

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7 2.1.3 Utility Rates
In coordination with the CA IOU rate team (comprised of representatives from Pacific Gas and Electric (PG&E), Southern California Edison (SCE) and San Diego Gas and Electric (SDG&E)) and two Publicly-Owned-Utilities (POUs) (Sacramento Municipal Utility District (SMUD) and City of Palo Alto Utilities (CPAU)), the Reach Codes Team determined appropriate utility rates for each climate zone in order to calculate utility costs and determine On- Bill cost- effectiveness for the proposed measures and packages. The utility tariffs, summarized in Table 1, were determined based on the most prevalent active rate in each territory. Utility rates were applied to each climate zone based on the predominant IOU serving the population of each zone, with a few climate zones evaluated multiple times under different utility scenarios. Climate Zones 10 and 14 were evaluated with both SCE/SoCalGas and SDG&E tariffs since each utility has customers within these climate zones. Climate Zone 5 is evaluated under both PG&E and SoCalGas natural gas rates. Two POU or municipal utility rates were also evaluated: SMUD in Climate Zone 12 and CPAU in Climate Zone 4.

Some community choice aggregations (CCAs) have utility rates that are very similar to IOU rates, often within $0.02 per kWh. For these CCA customers, total utility costs will be very similar to those calculated in this study and the results from this study will generally apply. The study results cannot be easily applied to CCAs with rates that do not closely track the IOU rates or municipal utilities outside of SMUD and CPAU.

First-year utility costs were calculated using hourly electricity and natural gas output from CBECC-Res and applying the utility tariffs summarized in Table 1. Annual costs were also estimated for IOU customers eligible for the CARE tariff discounts on both electricity and natural gas bills. Appendix 7.2 Utility Rate Schedules includes details of each utility tariff. For cases with onsite generation (i.e. solar photovoltaics (PV)), the approved Net Billing Tariff (NBT) was applied along with monthly service fees and hourly export compensation rates for 2024

6. In December 2022, the California
Public Utilities Commission (CPUC) issued a decision adopting NBT as a successor to prior net energy metering rules (NEM 2.0) that went into effect April of 2023.7 The ADU was assumed to have separate electric and gas meters from the main house.

Table 1: Utility Tariffs Used Based on Climate Zone
IOUs
Climate Zones Electric / Gas Utility Electricity Tariff Natural Gas Tariff 1-5,11-13,16 PG&E / PG&E E-ELEC G1
5 PG&E / SoCalGas E-ELEC GR
6, 8-10, 14, 15 SCE / SoCalGas TOU-D-PRIME GR
7, 10, 14 SDG&E / SDG&E
EV-TOU-5 (TOU-ELEC
for ADU cases without
PV systems8)
GR
POUs
Climate Zones Electric / Gas Utility Electricity Tariff Natural Gas Tariff 4 CPAU / CPAU E-1 G1
12 SMUD / PG&E R-TOD G1
Utility rates are assumed to escalate over time according to the CPUC 2021 En Banc hearings on utility costs through 2030 (California Public Utilities Commission, 2021a). Escalation rates through the remainder of the 30- year evaluation period are based on the escalation rate assumptions within the 2022 TDV factors. A second set of escalation rates were also evaluated to demonstrate the impact that utility cost changes over time have on cost-effectiveness. This 6 https://www.cpuc.ca.gov/-/media/cpuc-website/divisions/energy-division/documents/net-energy-metering-nem/nemrevisit/nbt- model--12142022.xlsb
7 https://www.cpuc.ca.gov/nemrevisit
8 See Section 3.2 Prototype Characteristics for a description of ADU cases that don’t require solar PV prescriptively.

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8 utility rate escalation sensitivity analysis, presented in Section 4.6.3, was based on those used within the 2025 Long- term System Cost (LSC) factors (LSC replaces TDV in the 2025 code cycle) which assumed steep increases in gas rates in the latter half of the analysis period. See Appendix 7.2.7 Fuel Escalation Assumptions for details.

2.2 Greenhouse Gas Emissions
The analysis reports the greenhouse gas (GHG) emission estimates based on assumptions within CBECC-Res. There are 8,760 hourly multipliers accounting for time-dependent energy use and carbon based on source emissions, including renewable portfolio standard projections. There are two strings of multipliers —one for Northern California climate zones, and another for Southern California climate zones. 9 GHG emissions are reported as average annual metric tons of CO2 equivalent over the 30-year measure analysis period.

2.3 Energy Design Rating
The 2019 Title 24 Code introduced California’s Energy Design Rating (EDR) as the primary metric to demonstrate compliance with the energy code for single family buildings. This EDR was based on the hourly TDV energy use from a building that is compliant with the 2006 International Energy Conservation Code (IECC) as the Reference Building. The Reference Building has an EDR score of 100 while a zero-net energy (ZNE) home has an EDR score of zero. While the Reference Building is used to set the scale for the rating, the Proposed Design is still compared to the Standard Design based on the Title 24 prescriptive baseline assumptions to determine compliance. In the 2022 Title 24 Code a second new EDR metric was introduced based on hourly source energy. The two EDR metrics are described below:

EDR1 is calculated based on source energy.

EDR2 is calculated based on TDV energy.

EDR1 has only one component, “Total EDR1” which represents source energy use for t he entire building. EDR2 is composed of two components for compliance purposes: the “Efficiency EDR2”, which represents the energy efficiency features of a home, and the PV/Flexibility EDR2, which includes the effects of PV and battery storage systems. “Total EDR2” combines all energy use of the building including both the Efficiency and PV/Flexibility impacts. While the Efficiency EDR2 does not include the full impact of a battery system, it can include a self -utilization credit for batteries if certain conditions are met.

For a new, single family building to comply with the 2022 Title 24 Code, three criteria must be met:

1. The Proposed Total EDR1 must be equal to or less than the Total EDR1 of the Standard Design, and

2. The Proposed Efficiency EDR2 must be equal to or less than the Efficiency EDR2 of the Standard Design, and

3. The Proposed Total EDR2 must be equal to or less than the Total EDR2 of the Standard Design.

This concept, consistent with California’s “loading order” which prioritizes energy efficiency ahead of renewable generation, requires projects to meet a minimum Efficiency EDR2 before PV is credited but allows for PV to be traded off with additional efficiency when meeting the Total EDR2. A project may improve building efficiency beyond the minimum required and subsequently reduce the PV generation capacity necessary to achieve the required Total EDR2.

However, it may not increase the size of the PV system and trade this off with a reduction of efficiency measures.

Results from this analysis are presented as EDR Margin, a reduction in the EDR score relative to the Standard Design.

EDR Margin is a better metric to use than absolute EDR in the context of a reach code because absolute values vary based on the home design and characteristics such as size and orientation. This approach aligns with how compliance is reported for the 2019 and 2022 Title 24 Code. The EDR Margin is calculated according to Equation 5.

Equation 5
9 CBECC-Res multipliers are the same for CZs 1-5 and 11-13 (Northern California), while there is another set of multipliers for CZs 6-10 and 14-16 (Southern California).

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9 𝐸𝐸𝑇𝑇𝑅𝑅 𝑀𝑀𝑆𝑆𝑃𝑃𝑆𝑆𝑆𝑆𝑆𝑆 = 𝑆𝑆𝑃𝑃𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑃𝑃𝑆𝑆 𝑇𝑇𝑃𝑃𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆 𝐸𝐸𝑇𝑇𝑅𝑅 − 𝑁𝑁𝑃𝑃𝑜𝑜𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃𝑆𝑆 𝑇𝑇𝑃𝑃𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆 𝐸𝐸𝑇𝑇𝑅𝑅 California Energy Codes & Standards | A statewide utility program 2024-04-26

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10 3 Prototypes, Measure Packages, and Costs
This section describes the prototypes and the scope of analysis drawing from previous research where necessary, including the 2019 low-rise residential single family reach code study (Statewide Reach Codes Team, 2019).

3.1 Prior Reach Code Research
In 2019, the Reach Codes Team analyzed the cost-effectiveness of residential single family new construction projects for mixed fuel and all-electric packages (Statewide Reach Codes Team, 2019). Using this analysis, several cities and counties in California adopted local energy code amendments encouraging or requiring that low -rise residential new construction be all-electric. As there were few changes to the single family requirements, this analysis for the 2022 code cycle leveraged the work completed for the 2019 reports. Initial efficiency packages were based on the final packages from the 2019 research and were revised to reflect measure specifications and costs based on new data.

3.2 Prototype Characteristics
The Energy Commission defines building prototypes which it uses to evaluate the cost -effectiveness of proposed changes to Title 24 requirements. For the 2022 code cycle the Energy Commission used two single family prototypes , both of which were used in this analysis. Additional details on the prototypes can be found in the Alternative Calculation Method (ACM) Approval Manual (California Energy Commission, 2018).

Additionally, a detached new construction ADU prototype was developed to reflect recent trends in California construction related to the high cost of housing (TRC, 2021). ADUs are additional dwelling units typically built on the property of an existing single-family parcel. ADUs are defined as new construction in the energy code when they are ground-up developments, do not convert an existing space to livable space, and are not attached to the primary dwelling. The evaluated prototype is not representative of an attached ADU constructed as an addition to an existing home.

The Reach Codes Team leveraged prior research to define the detached ADU baseline and measure packages . The house size and number of bedrooms were based on data from a survey conducted by UC Berkeley’s Center for Community Innovation (UC Berkeley Center for Community Innovation, 2021). The survey found that the average square footage for new ADUs statewide is 615 square feet and that the majority (61 percent) of new ADUs have one bedroom.

Table 2 describes the basic characteristics of each prototype. The prototypes have equal geometry on all walls, windows and roof to be orientation neutral.

Table 2: Prototype Characteristics
Characteristic Single Family
One-Story
Single Family
Two-Story ADU
Conditioned Floor Area 2,100 ft2 2,700 ft2 625 ft2
Num. of Stories 1 2 1
Num. of Bedrooms 3 4 1
Window-to-Floor Area Ratio 20% 20% 19.2%
The Energy Commission’s protocol for the two single family prototypes is to weigh the simulated energy impacts by a factor that represents the distribution of single-story and two-story homes being built statewide. Consistent with this protocol, this study assumed 50 percent single-story and 50 percent two-story. Simulation results in this study are California Energy Codes & Standards | A statewide utility program 2024-04-26

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11 characterized and presented according to this ratio, which is approximately equivalent to a 2,400- square foot (ft2) house.10 ADU results are presented separately.

The methodology used in the analyses for each of the prototypical building types begins with a design that precisely meets the minimum 2022 prescriptive requirements (zero compliance margin). Table 150.1-A in the 2022 Standards (California Energy Commission, 2021a) lists the prescriptive measures that determine the baseline design in each climate zone. Other features are consistent with the Standard Design in the ACM Reference Manual (California Energy Commission, 2022), and are designed to meet, but not exceed, the minimum requirements. See Appendix 7.4 for a list of prescriptive values relevant to the measures explored in this analysis.

Table 3 describes additional characteristics as they were applied to the base case, or baseline, energy model in this analysis. In a shift from the 2019 Standards, the 2022 Standards apply a prescriptive fuel source for space heating and water, where one is gas-fueled and one is a heat pump depending on climate zone. This establishes a prescriptive heat pump baseline. In most climate zones the prescriptive base case includes a heat pump water heater and a natural gas furnace for space heating. In Climate Zones 3, 4, 13, and 14 this is reversed, where the base case has a heat pump space heater and natural gas tankless water heater.

Table 4 summarizes the PV capacities for the base case packages. 10 2,400 ft2 = (50% x 2,100 ft2) + (50% x 2,700 ft2)
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12 Table 3: Base case Characteristics of the Prototypes Characteristic Single Family ADU
Space
Heating/Cooling1,2
CZs 1-2,5-12,15-16: Natural gas furnace, split
AC 80 AFUE, 14.3 SEER2, 11.7 EER2
CZs 3-4,13-14: Split heat pump – 7.5 HSPF2,

14.3 SEER2, 11.7 EER2
Same as single family
Air Distribution Ductwork located in vented attic Same as single family Water Heater1,2
CZs 1-2,5-12,15-16: Heat pump water heater
(HPWH) UEF = 2.0 located in the garage
CZs 3-4,13-14: Natural gas tankless –
UEF = 0.81
Same equipment type as SF
except HPWH is located inside
the conditioned space with the
supply air ducted from outside
and exhaust air ducted to
outside.3
Hot Water
Distribution
Code minimum
CZs 1,16: Basic compact distribution credit Same as single family Cooking Natural Gas Same as single family
Clothes Drying Natural Gas Same as single family
PV System
Sized to offset 100% of electricity use for space
cooling, ventilation, lighting, appliance, & other
miscellaneous electric loads. Size differs by
climate zone ranging from 2.64 kW to 5.21 kW,
see Table 4.

PV is not required when the PV
system size required based on the
prescriptive calculations is less
than 1.8 kW, as is the case in
Climate Zones 1-9, 12, 14, and

16. In the other climate zones the
PV size ranges from 1.73 kW to

42.51 kW, see Table 4.

Foundation Slab-on-grade Same as single family
1 Equipment efficiencies are equal to minimum federal appliance efficiency standards. 2 AFUE = annual fuel utilization efficiency. SEER = seasonal energy efficiency ratio. EER = energy efficiency ratio.

HSPF = heating seasonal performance factor. UEF = uniform energy factor. 3 This version of CBECC-Res used in this analysis did not have the capability to directly model ducted HPWHs even though this configuration is called out as the Standard Design in the 2022 ACM (California Energy Commission, 2022). This was modeled by indicating that the tank is located within the conditioned space with the compressor unit located outside. 4 Exception 2 to Section 150.1(I)14 states that “no PV system is required when the minimum PV system size specified by section 150.1(c)14 is less than 1.8 kWdc.” In this analysis this exception is applied based on the sizes calculated per Equation150.1-C of Section 150.1(c)14. The performance software sizes the PV system based on the estimated energy use, which differs slightly from the prescriptive sizing. As a result, the baseline PV capacity from the performance software for Climate Zone 10 is less than 1.8 kWdc.

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13 Table 4: Base Package PV Capacities (kW-DC)
Climate
Zone
Base Package
Single
Family ADU
CZ01 3.57 0
CZ02 3.03 0
CZ03 2.83 0
CZ04 2.91 0
CZ05 2.64 0
CZ06 2.65 0
CZ07 2.83 0
CZ08 3.11 0
CZ09 2.96 0
CZ10 3.17 1.73
CZ11 3.90 2.06
CZ12 3.14 0
CZ13 4.05 2.09
CZ14 3.15 0
CZ15 5.21 2.51
CZ16 2.93 0

3.3 Measure Definitions and Costs
Measures evaluated in this study fall into two categories: those associated with general efficiency — onsite generation (solar PV), and demand flexibility (batteries) — and those associated with building electrification. Furthermore, general efficiency measures are broken into those that are federally preempted and those that are not ; see Section 1 for background information on preemption and Section 3.4 for details of measure packages evaluated in this study. The Reach Codes Team selected measures based on cost-effectiveness as well as decades of experience with residential architects, builders, and engineers along with general knowledge of the relative consumer acceptance of many measures.

The following sections describe the details and incremental cost assumptions for each of the measures. Incremental costs represent the equipment, installation, replacement, and maintenance costs of the proposed measures relative to the base case.11 Replacement costs are applied for roofs, mechanical equipment, PV inverters and battery systems over the 30-year evaluation period. Maintenance costs are estimated for PV systems, but not any other measures.

Costs were estimated to reflect costs to the building owner. All costs are provided as present value in 2023 (2023 PV$).

The Reach Codes Team obtained measure costs from distributors, contractors, literature review, and online sources such as Home Depot and RS Means. Contractor markups are incorporated. These are the Reach Codes Team’s best estimates of average costs statewide. However, it's recognized that local costs may differ, and that inflation and supply chain issues may also impact costs.

3.3.1 Efficiency, Solar PV, and Batteries
The following are descriptions of each of the efficiency, PV, and battery measures evaluated under this analysis and applied in at least one of the packages presented in this report, including how they compare to the current prescriptive requirements. Throughout this report, “Efficiency” measures refer specifically to the following non-preempted 11 All first costs are assumed to be financed in a mortgage and interest costs due to financing are included in the incremental costs.

See Section 2.1.2 for details.

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14 measures. These measures are in addition to or in place of the relevant 2022 base case prototype characteristics outlined in Table 3, and their applicability to measure packages are summarized in Table 39 through Table 41. Table 5 summarizes the incremental cost assumptions for each of these measures.

Reduced Infiltration (ACH50): Reduce infiltration in single family homes from the default infiltration assumption of five (5) air changes per hour at 50 Pascals (ACH50) 12 by 40 percent to 3 ACH50. HERS rater field verification and diagnostic testing of building air leakage according to the procedures outlined in the 2022 Reference Appendices RA3.8 (California Energy Commission, 2021b).

Lower U-Factor Fenestration: Reduce window U-factor to 0.24. The prescriptive U-factor is 0.30 in all climate zones.

Higher SHGC Fenestration: Increase solar heat gain coefficient (SHGC) to 0.50 in climate zones where heating loads dominate (1, 3, 5 and 16). The baseline SHGC applied in the Standard Design is 0.35 in these climate zones.

Cool Roof: Install a roofing product that’s rated by the Cool Roof Rating Council to have an aged solar reflectance (ASR) equal to or greater than 0.25. Steep-sloped roofs were assumed in all cases. The prescriptive ASR is 0.20 for Climate Zones 10 through 15.

Increased Ceiling Insulation: Increase ceiling level insulation in a vented attic to R-38, R-49, or R-60 insulation.

Slab Insulation: Install R-10 perimeter slab insulation at a depth of 16-inches. This measure doesn’t apply to Climate Zone 16 where slab insulation is required prescriptively.

Low Pressure Drop Ducts: Upgrade the duct distribution system to reduce external static pressure and meet a maximum fan efficacy of 0.35 Watts per cfm (compared to the prescriptively required 0.45 W/cfm). This may involve upsizing ductwork, reducing the total effective length of ducts, and/or selecting low pressure drop components such as filters. Fan watt draw must be verified by a HERS rater according to the procedures outlined in the 2022 Reference Appendices RA3.3 (California Energy Commission, 2021b). This applies to the single family prototype only.

Buried Radial Duct Design: Bury all ductwork in ceiling insulation by laying the ducts across the ceiling joists or in- between ceiling joists directly on the ceiling drywall. Duct design is based on a radial design where individual ducts are run to each supply register. This allows for smaller diameter ducts, reducing duct losses and more easily meeting fully or deeply buried conditions.
13 Duct burial and duct system design must be verified by a HERS rater according to the procedures outlined in the 2022 Reference Appendices RA3.1.4.1.5 and RA3.1.4.1.6 (California Energy Commission, 2021b). This applies to the single family prototype only.

Ductless Mini-Split Heat Pump: In the ADU prototype install a ductless mini-split heat pump with three indoor heads.

The system is evaluated as meeting the criteria for the variable capacity heat pump (VCHP) credit , introduced in the 2019 code cycle, which must be verified by a HERS rater according to the procedures outlined in the 2022 Reference Appendices RA3.4.4.3 (California Energy Commission, 2021b). This credit requires verification of refrigerant charge, that all equipment is entirely within conditioned space, that airflow is directly supplied to all habitable space, and that wall mounted thermostats serve any zones greater than 150 square feet. This measure is non-preempted because it does not require the installation of equipment with efficiencies above federal minimum requirements.

Compact Hot Water Distribution: Design the hot water distribution system to meet minimum requirements for the basic compact hot water distribution credit according to the procedures outlined in the 2022 Reference Appendices RA4.4.6 (California Energy Commission, 2021b). In many single family homes this may require moving the water heater from an exterior to an interior garage wall. CBECC-Res software assumes a 30% reduction in distribution losses for the basic credit. This is prescriptively required in Climate Zones 1 and 16 only.

Solar PV: Installation of on-site PV is required in the 2022 residential code unless an exception is met. The PV sizing methodology in each package was developed to offset annual building electricity use and avoid oversizing. In all cases, 12 Whole house leakage tested at a pressure difference of 50 Pascals between indoors and outdoors. 13 The duct systems in the Central Valley Research Homes Project Final Project Report are illustrative of this approach (Proctor, Wilcox, & Chitwood, 2018).

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15 PV is evaluated in CBECC-Res according to the California Flexible Installation (CFI) 1 assumptions. To meet CFI eligibility, the requirements of 2022 Reference Appendices JA11.2.2 (California Energy Commission, 2021b) must be met.

The Reach Codes Team used two options within the CBECC-Res software for sizing the PV system. The first option, “Standard Design PV”, was applied in the base case simulations and packages where the PV system size was not changed from the minimum system size required 14. For the PV packages, the second option, “Specify PV System Scaling”, was used. In these cases, a scaling of 100 was applied, indicating that the PV system be sized to offset 100% of the estimated electricity use of the Proposed Design case.

One exception to the PV requirement is when the minimum PV system size required is less than 1.8 kW. This exception applies to the ADU models in Climate Zones 1-9, 12, 14, and 16. For these cases no PV system is required by code and no PV system was modeled in the base case simulations.

Battery Energy Storage: A 10 kWh battery system was evaluated in CBECC-Res with control type set to “Basic” and with default efficiencies of 95% for both charging and discharging. 10kWh battery capacity is representative of systems installed in single family homes based on the Self-Generation Incentive Program (SGIP) participant data. The “Basic” control option charges the battery system anytime PV generation is greater than the house load and discharges the battery whenever the house load exceeds PV generation. The battery does not discharge to the grid, maximizing on- site utilization of the PV system and in turn utility bill benefits under NBT. To qualify for the battery storage compliance credit the battery system must meet the requirements outlined in the 2022 Reference Appendices JA12 (California Energy Commission, 2021b). Batteries are not prescriptively required in any climate zone.

Table 5: Incremental Cost Assumptions: Efficiency, PV, and Battery Measures Measure
Performance
Level
Incremental
Cost
(2023 PV$)1
Source & Notes
Single
Family ADU
Reduced
Infiltration

3.0 vs 5.0
ACH50 $591 $362 $0.115/ft2 based on NREL’s BEopt cost database plus $250 HERS rater verification.

Window U-
factor 0.24 vs 0.30 $2,280 $285 $4.23/ft2 window area based on analysis conducted for the 2019 and 2022 Title 24 cycles (Statewide CASE Team, 2018).

Window
SHGC 0.50 vs 0.35 $0 $0
Based on feedback from Statewide CASE Team that higher SHGC does not necessarily have any incremental cost (Statewide CASE Team, 2017).

Cool Roof

0.25 vs 0.20
aged solar
reflectance
$219 $53
$0.07per ft2 of roof area first incremental cost for asphalt shingle product based on the 2022 Nonresidential High Performance Envelope CASE Report (Statewide CASE Team, 2020a). Total costs assume present value of replacement at year 20 and residual cost for remaining product life at end of 30-year analysis period. Higher reflectance values for lower cost are achievable for tile roof products
Attic
Insulation
R-49 vs R-30 $872 n/a
Based on costs from the 2022 Residential Additions & Alterations CASE Report (Statewide CASE Team, 2020b).

R-60 vs R-30 $1,420 n/a
R-60 vs R-38 $1,096 n/a
Slab Edge
Insulation R-10 vs R-0 $651 $449 $4 per linear foot of slab perimeter based on internet research.

Assumes 16in depth.
14 The Standard Design PV system is sized to offset the electricity use of the building loads which are typically electric in a mixed fuel home, which includes all loads except space heating, water heating, clothes drying, and cooking.

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16 Measure
Performance
Level
Incremental
Cost
(2023 PV$)1
Source & Notes
Single
Family ADU
Low
Pressure
Drop Ducts

0.35 vs 0.45
W/cfm $99 n/a
Costs assume one-hour labor for single family and half-hour for the ADU. Labor rate of $88 per hour is from 2022 RS Means for sheet metal workers and includes a weighted average City Cost Index for labor for California.

Buried
Ducts
Buried, radial
design $281 n/a
No cost for laying ducts on attic floor versus suspending, in some cases there will be cost savings. Neutral cost for radiant design versus trunk and branch design. A $250 HERS Rater verification fee is included.

Duct
Insulation R-8 vs R-6 $201 n/a Based on costs from the 2022 Residential Additions & Alterations CASE Report (Statewide CASE Team, 2020b).

Ductless
Mini-Split
Heat Pump
Ductless
system
meeting the
VCHP credit
vs. ducted
split heat
pump
n/a $1,571
Costs were developed based on data from E3’s 2019 report Residential Building Electrification in California (Energy & Environmental Economics, 2019) and the 2022 All-Electric Multifamily CASE Report (Statewide CASE Team, 2020c).

Equipment costs are from the CASE Report for the 10-story multifamily prototype assuming similar sized equipment between the multifamily dwelling unit and the ADU. Thermostat, wiring, electrical, and ducting costs are from the E3 study. A $250 HERS Rater verification fee is also included. Where this measure is applied to the mixed fuel home with a gas furnace, this cost is in addition to the cost difference for a heat pump versus a gas furnace/split AC reported in Section 3.3.2.

Compact
Hot Water
Distribution
Basic credit –
homes with
gas tankless
$196 $0
For single family homes with a gas tankless water heater (mixed fuel homes in Climate Zones 3, 4, 13, 14) assumes adding 20-feet venting at $14.69 per linear foot to locate water heater on interior garage wall, less 20-feet savings for PEX and pipe insulation at $5.98 per linear foot. Costs obtained from online retailers. For single family homes with a HPWH there is an incremental cost savings from less pipe being required. For the ADU it is assumed the credit can be met without any changes to design and there is no cost impact.

Basic credit –
homes with
HPWH
-$134 $0
PV System
First Cost $3.11/
W
$3.11/
W
First costs are from LBNL’s Tracking the Sun 2022 (Barbose, Galen; Darghouth, Naim; O'Shaughnessy, Eric; Forrester, Sydney, 2022) and represent median costs in California in 2022 of $3.78/WDC for residential systems. The first cost was reduced by the solar energy Investment Tax Credit of 30%.
2 Inverter replacement cost of $0.14/WDC present value includes replacements at year 11 at $0.15/WDC (nominal) and at year 21 at $0.12/WDC (nominal) per the 2019 PV CASE Report (California Energy Commission, 2017).

System maintenance costs of $0.31/WDC present value assume $0.02/WDC (nominal) annually per the 2019 PV CASE Report (California Energy Commission, 2017).

Inverter
replacement
$0.14/
W
$0.14/
W
Maintenance $0.31/
W
$0.31/
W
Replacement
cost
$648/
kWh
$648/
kWh
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17 Measure
Performance
Level
Incremental
Cost
(2023 PV$)1
Source & Notes
Single
Family ADU
Battery (10
kWh) First cost $782/
kWh
$782/
kWh
First costs of $1,101/kWh are from SGIP residential participant cost data for single family projects between 2020 and 2023. The first cost is reduced by 30% due to the Investment Tax Credit2 and also by $0.15/Wh due to the base SGIP incentive3. The SGIP incentive is only accounted for in IOU territories and not for SMUD and CPAU analyses.

Replacement cost at years 10 and 20 was calculated based on the first cost reduced by 7% annually over the next 10 years for a future value cost of $533/kWh. The 7% reduction is based on SDG&E’s Behind-the-Meter Battery Market Study (E-Source companies, 2020). For projects constructed in 2024 or 2025, the first replacement at year 10 would occur in 2034 or 2035. This replacement cost includes an average Investment Tax Credit of 22% in 2034 and 0% in 2035

2. 1All first costs are assumed to be financed in a mortgage and interest costs due to financing are included in the incremental costs. See Section 2.1.2 for details. Interest costs were not included for calculating TDV cost- effectiveness.
2As part of the Inflation Reduction Act in August 2022 the Section 25D Investment Tax Credit was extended and raised to 30% through 2032 with a step-down beginning in 2033. https://www.seia.org/sites/default/files/2022- 08/Inflation%20Reduction%20Act%20Summary%20PDF%20FINAL.pdf 3SGIP incentives vary by ‘steps’ which reflect utility-specific funding across program implementation years. See:
https://www.selfgenca.com/home/program_metrics/
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18 3.3.2 Electrification
This analysis compared a code compliant mixed fuel prototype, which uses natural gas for three appliances (cooking, clothes drying and either space heating or water heating), with a code compliant all-electric prototype. The associated costs included the relative costs between natural gas and electric appliances, differences between in- house electricity and natural gas infrastructure, and the associated infrastructure costs for providing natural gas to the building. To estimate costs the Reach Codes Team leveraged costs from the 2019 reach code cost -effectiveness studies for residential new construction (Statewide Reach Codes Team, 2019) and detached accessory dwelling units (Statewide Reach Codes Team, 2021b), 2022 RS Means, PG&E data, published utility schedules and rules, and online research.

3.3.2.1 Utility Infrastructure
This section addresses utility infrastructure costs during construction; appliance-specific infrastructure costs are addressed in Section 0. Table 6 presents total costs for natural gas infrastructure for a single family building within CA gas IOU territory, including distribution and service line extensions, meter installation, and plan review . These costs are applied as cost savings for an all-electric home when compared to a mixed fuel home. This is the component with the highest degree of variability for all-electric homes, as they are project-dependent and may be significantly impacted by such factors as utility territory, site characteristics, distance to the nearest natural gas main and main location, joint trenching, whether work is conducted by the utility or a private contractor, and number of dwelling units per development. All gas utilities participating in this study were solicited for cost information. The CA IOU costs for single family homes presented are based on cost data provided by PG&E.

Extension of service lines from a main distribution line to the home were provided separately for a new subdivision in an undeveloped area ($1,300) as well as an infill development ($6,750). The service extension is typically more costly in an infill scenario due to the disruption of existing roads, sidewalks, and other structures . For this analysis an average of the new subdivision and infill development costs was used, representing 80 percent of the new subdivision and 20 percent infill. In the case of distribution line extensions, the estimated cost is for new greenfield development .

For the single family analysis, based on the Reach Codes Team's conversations with the industry it is assumed that no upgrades to the electrical panel are required and that a 200 Amp panel is typically installed for both mixed fuel and all- electric homes.

Table 6: Single Family IOU Total Natural Gas Infrastructure Costs Item Cost
Distribution Line Extension $1,020
Service Line Extension $2,390
Meter $300
Plan Review Costs $850
Total $4,560
CPAU provides gas service to its customers and therefore separate costs were evaluated based on CPAU gas service connection fees.15 Table 7 presents the breakdown of gas infrastructure costs used in this analysis for CPAU. There is no main distribution line component since Palo Alto has little greenfield space remaining and most of the development is infill.
15 CPAU Schedule G-5 effective 09-01-2019: https://www.cityofpaloalto.org/files/assets/public/utilities/utilities-engineering/general- specifications/gas-service-connection-fees.pdf
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19 Table 7: Single Family CPAU Total Natural Gas Infrastructure Costs Item Cost
Service Extension $5,892
Meter $1,012
Plan Review Costs $924
Total $7,828
Electricity infrastructure costs for single family homes were not estimated as part of this work as they are expected to be the same for both all-electric and mixed fuel construction. This will change in July 2024 based on the CPUC ’s recent decision to eliminate electric line extension subsidies for new construction projects that use natural gas and/or propane.
16 This will increase the utility infrastructure costs for mixed fuel homes, relative to all-electric homes, improving the cost-effectiveness of all-electric construction. The Reach Codes Team intends to quantify this impact in future studies.

Table 8 presents utility infrastructure costs for the detached ADU, both mixed fuel and all-electric designs. These costs are directly from the 2019 detached ADU reach code report (Statewide Reach Codes Team, 2021b) and were obtained from stakeholder interviews and RS Means. For the ADU scenario it’s assumed that natural gas infrastructure already exists on the lot and is being extended to the location of the ADU typically at the back of the lot. There are incremental cost savings for an all-electric ADU from not extending the natural gas service; however, there is also a small incremental cost for upgrading the electric service to accommodate the additional electrical load. The Reach Codes Team found that a new detached ADU would require that the building owner upgrade the service connection to the lot in both the mixed fuel ADU design and the all-electric design. The most common size for this upgrade is to upsize the existing panel to 225A, which would not represent an incremental cost from the mixed fuel project to the all -electric project. Feeder wiring to the ADU and the ADU subpanel, on the other hand, will need to be slightly upgraded for the all-electric design.

Table 8: ADU Utility Infrastructure Total and Incremental Costs Mixed Fuel Measure Mixed Fuel
Total Cost All-Electric Measure All-Electric
Total Cost
All-Electric
Incremental Cost
Site natural gas service
extension $1,998 No site natural gas service $0 ($1,998) Site electrical service
connection upgrade 225A $3,500
Site electrical service
connection upgrade 225A $3,500 $0
100A feeder to ADU with
breaker $933
125A feeder to ADU with
breaker $1,206 $273
100A ADU subpanel $733 125A ADU subpanel $946 $213
Totals $7,164 $5,652 ($1,512)

3.3.2.2 Equipment
This section provides descriptions and costs of the equipment applied to electrify mixed fuel homes in the all-electric packages. The equipment meets but does not exceed federal efficiency requirements to avoid federal preemption concerns.
16 https://www.cpuc.ca.gov/news-and-updates/all-news/cpuc-eliminates-last-remaining-utility-subsidies-for-new-construction-of- buildings-using-gas-2023
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20 For the water heating and space conditioning equipment analyzed, cost analyses incorporated the equipment’s effective useful lifetime (EUL), which are summarized in Table 9. The EUL for the heat pump, furnace, and air conditioner are based on the Database for Energy Efficient Resources (DEER) (California Public Utilities Commission, 2021b). Water heating equipment lifetimes are based on DOE’s recent water heater rulemaking (Department of Energy, 2022). Replacement costs are applied when equipment reaches its EUL within the 30-year evaluation period, and in such cases are included in the total lifetime costs. Residual value of the gas furnace and gas tankless at the end of the 30-year analysis period was accounted for to represent the remaining life of the equipment.

In this analysis, replacement costs assume a like-for-like replacement of equipment type and fuel (as listed in Table 9).

However, this may be precluded in the future due to efforts to prohibit the sale of gas equipment currently being considered or undertaken by air districts (ex. BAAQMD, SCAQMD) and the California Air Resources Board (ex. zero NOx appliance rules).

Table 9: Effective Useful Lifetime (EUL) of Water Heating & Space Conditioning Equipment Measure EUL (Years)
Gas Furnace 20
Air Conditioner 15
Heat Pump 15
Gas Tankless Water Heater 20
Heat Pump Water Heater 15
Space Conditioning: This measure covers replacing a prescriptive air conditioner and gas furnace with a minimum efficiency heat pump in applicable climate zones (1, 2, 5 to 12, 15 and 16; see Table 3). Typical incremental costs for this equipment were based on contractor feedback and price variation by system capacity from the AC Wholesalers website and the RS Means cost database (RSMeans, 2022). Costs were applied based on the system capacity from heating and cooling load calculations in CBECC-Res as presented in Table 10. Air conditioner nominal capacity was calculated as the CBECC-Res cooling load, rounded up to the nearest half ton. Heat pump nominal capacity was calculated as the maximum of either the CBECC-Res heating or cooling load, rounded up to the nearest half ton. In both cases a minimum capacity of 1.5-ton was applied as this represents the typical smallest available split system heat pump equipment. Load calculations demonstrated that Climate Zones 2, 5 to 12, and 15 were cooling-dominated while Climate Zones 1 and 16 were heating-dominated. In the heating dominated climate zones the heat pump for the single family home needs to be upsized relative to an air conditioner that only provides cooling.

Replacement costs were estimated based on a contractor survey conducted by the Statewide Reach Codes Team in 2023 (Statewide Reach Codes Team, tbd), less any gas and electric infrastructure costs, and the equipment lifetimes listed in Table 9. Resultant incremental costs are presented in Table 11.

This measure, and thus the incremental cost, does not apply to climate zones where heat pump space conditioning is already prescriptively required (Climate Zones 3, 4, 13, and 14).

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21 Table 10: Space Conditioning System Nominal Capacities Climate
Zone
Single Family ADU
Air Conditioner
Capacity (tons)
Heat Pump
Capacity (tons)
Air Conditioner
Capacity (tons)
Heat Pump
Capacity (tons)
1 1.5 2.5 1.5 1.5
2 3 3 1.5 1.5
3 - - - -
4 - - - -
5 3 3 1.5 1.5
6 3 3 1.5 1.5
7 3 3 1.5 1.5
8 2.5 2.5 1.5 1.5
9 2.5 2.5 1.5 1.5
10 2.5 2.5 1.5 1.5
11 3 3 1.5 1.5
12 2.5 2.5 1.5 1.5
13 - - - -
14 - - - -
15 4 4 1.5 1.5
16 2 3.5 1.5 1.5
Table 11: Space Conditioning System Incremental Costs (2023 PV$) Climate
Zone
Single Family ADU
First
Cost
Total Lifetime
Cost (Financed)
First
Cost
Total Lifetime
Cost (Financed)
1 $803 $2,705 ($2,120) ($1,717)
2 ($1,044) ($44) ($2,120) ($1,717)
3 - - - -
4 - - - -
5 ($1,044) ($44) ($2,120) ($1,717)
6 ($1,044) ($44) ($2,120) ($1,717)
7 ($1,044) ($44) ($2,120) ($1,717)
8 ($1,445) ($673) ($2,120) ($1,717)
9 ($1,445) ($673) ($2,120) ($1,717)
10 ($1,445) ($673) ($2,120) ($1,717)
11 ($1,044) ($44) ($2,120) ($1,717)
12 ($1,445) ($673) ($2,120) ($1,717)
13 - - - -
14 - - - -
15 ($1,032) $368 ($2,120) ($1,717)
16 $2,331 $5,123 ($2,120) ($1,717)
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22 Water Heater: This measure covers replacing a prescriptive gas tankless water heater with a minimum efficiency HPWH in applicable climate zones (3, 4, 13, and 14; see Table 3). Typical incremental costs were based on costs from prior reach code work and recent contractor feedback. Incremental first costs assume a 65-gal HPWH and incremental replacement costs account for equipment lifetimes listed in Table 9. Replacement costs assume no change in cost from the first cost estimates before accounting for inflation, less any gas and electric infrastructure costs. For the ADU analysis the water heater is evaluated within the conditioned space with the supply air ducted from the outside and exhaust air ducted to the outside. A mechanical contractor provided a cost estimate of $943 for ducting through the attic in an ADU where the water heater is in an interior room. This cost is included in the equipment and installation total for the ADU. Resultant incremental costs are presented in Table 12.

Table 12: Heat Pump Water Heating System Incremental Costs (2023 PV$) Item
ADU Single Family
First
Cost
Total Lifetime
Cost
(Financed)
First
Cost
Total Lifetime
Cost
(Financed)
Equipment & Installation $2,243 $3,930 $1,300 $2,267
Electric Service Upgrade $43 $48 $45 $51
In-House Gas Piping ($580) ($651) ($580) ($651)
Total $1,706 $3,327 $765 $1,666
For this electrification analysis, a HPWH that just meets the federal minimum efficiency standards 17 of close to 2.0 Uniform Energy Factor (UEF) was evaluated in order to satisfy preemption requirements. However, the Reach Codes Team is not aware of any 2.0 UEF products that are available on the market. The Northwest Energy Efficiency Alliance (NEEA) established its own rating system for high efficiency HPWHs 18 and maintains a database of qualified products.

The lowest UEF currently reported in the database is 2.73. In fact, of the four rating tiers offered by NEEA, those meeting Tier 3 or Tier 4 are the dominant products on the market today. According to NEEA all major HPWH manufacturers are represented in NEEA’s qualified product list 19 and there are fewer than 10 integrated products
certified as Tier 1 or Tier 2, all of which have UEFs greater than 3.0. 20 NEEA Tier 3 water heaters were included in the high-efficiency measure packages (see Section 3.4).

Clothes Dryer and Range: After review of various sources, the Reach Codes Team concluded that the cost difference between gas and electric resistance equipment for clothes dryers and stoves is negligible and that the lifetimes of the two technologies are similar. Resultant incremental costs are presented in Table 13. Note that while induction stoves may be a more likely installation option in many homes, CBECC-Res does not currently differentiate between electric technologies for stoves and therefore they were not considered in this analysis. Relative to electric resistance, induction stoves use less energy and improve performance and user satisfaction, at an additional cost.

Electric Service Upgrade (appliance-specific): The 2022 Title 24 Code requires electric readiness for gas appliances; as a result, the incremental costs to provide electrical service for electric appliances are minimal. The incremental costs accounted for in this study — shown in Table 13 — are calculated as the cost to install 220V service for the electric appliances less the cost for the electric ready requirements and for installing 110V service for the 17 The Department of Energy establishes minimum energy conservation standards for consumer products, as directed in the Energy Policy and Conservation Act. See https://www.ecfr.gov/current/title-10/chapter-II/subchapter-D/part-430/subpart-C/section- 430.32.
18 Based on operational challenges experienced in the past, NEEA established rating test criteria to ensure newly installed HPWHs perform adequately, especially in colder climates. The NEEA rating requires products comply with ENERGY STAR and includes requirements regarding noise and prioritizing heat pump use over supplemental electric resistance heating. 19 https://neea.org/success-stories/heat-pump-water-heaters 20 As of 3/8/2024: https://neea.org/img/documents/residential-unitary-HPWH-qualified-products-list.pdf California Energy Codes & Standards | A statewide utility program 2024-04-26

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23 comparable gas appliance. Incremental costs are applied for the space condition er, water heater, and cooking range.

Based on builder surveys, it’s assumed that in a typical mixed fuel home both electric and gas service are provided to the dryer location and therefore no incremental costs for the dryer were applied. Costs assume 50A service for the range and 30A service for the space conditioner and water heater. Costs are assumed to be the same for the single family and ADU analyses.

In-House Natural Gas Infrastructure (from meter to appliances): Installation cost to run a natural gas line from the meter to the appliance location was estimated at $580 per appliance, as shown in Table 13. These costs were based on material costs from Home Depot and labor costs from 2022 RS Means. The material costs were about 1/3 higher in RS Means than Home Depot, so the Reach Codes Team used the lower costs from Home Depot. The Reach Codes Team conducted a pipe sizing analysis for the two single family and one ADU prototype homes to estimate the length and diameter of gas piping required assuming the home included a gas furnace, gas tankless water heater, gas range, and gas dryer. Total estimated costs were very similar for each of the three prototypes and an average cost per appliance of $580 was determined. Costs are assumed to be the same for the single family and ADU analyses.

Table 13: Single Family All-Electric Appliance Incremental Costs Item
ADU & Single Family
First
Cost
Total Lifetime Cost
(Financed)
Electric Resistance vs Gas Cooking
Equipment & Installation $0 $0
Electric Service Upgrade $100 $113
In-House Gas Piping ($580) ($651)
Total ($480) ($539)
Electric Resistance vs Gas Clothes Drying
Equipment & Installation $0 $0
Electric Service Upgrade $0 $0
In-House Gas Piping ($580) ($651)
Total ($580) ($651)

3.4 Measure Packages
The Reach Codes Team evaluated two packages for mixed fuel homes and five packages for all-electric homes for each prototype and climate zone, as described below.

1. All-Electric Code Minimum: This package applied the prescriptive requirements of the 2022 Title 24 Code and replaced gas equipment with minimum efficiency electric equipment.

2. Efficiency Only, all-electric: This package used only efficiency measures that don’t trigger federal preemption issues including envelope, water heating distribution, and duct distribution efficiency measures. For ADUs, this also included ductless variable capacity heat pumps (VCHPs). This package was evaluated for the all- electric homes only.

3. Efficiency + High Efficiency (Preempted) Equipment, all-electric and mixed fuel: This package builds off the Efficiency Only package, adding water heating and space conditioning equipment that is more efficient than federal standards. The Reach Codes Team considers this more reflective of how builders meet above code requirements in practice. This package was evaluated to compare compliance results against the other non- preempted packages (see Table 27 and Table 28), however cost-effectiveness was not evaluated for this package since it cannot serve as the basis for adoption of a local ordinance. Specifically, it applied:
a. Water heating, all-electric: Heat pump water heaters with a NEEA Tier 3 rating (3.45 UEF). b. Water heating, mixed fuel: High efficiency (0.95 UEF) gas tankless.

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24 c. Space conditioning, single family: High efficiency (16 SEER2/8 HSPF2) heat pumps. In mixed fuel packages, for climate zones with prescriptive gas heating, high efficiency (16 SEER2/95 AFUE) units were applied.

4. Efficiency + PV, all-electric: This package also builds on the Efficiency Only package, excluding preempted equipment. Instead, PV capacity was added to offset all of the estimated annual electricity use. This package was evaluated for the all-electric homes only.

5. Efficiency + PV + Battery, all-electric and mixed fuel: Using the Efficiency + PV package as a starting point for the all-electric analysis, a battery system was added. For mixed fuel homes the package of efficiency measures differed from the all-electric homes in some climate zones to arrive at a cost-effective solution.

To reiterate previous statements, the non-preempted measures used in all of the above packages (except for the All- Electric Code Minimum package) are referred to as “Efficiency measures”. As noted above, these measures may differ by prototype (single family vs. ADU) and by package. See Table 40 and Table 41 for the details of these measures.

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25 4 Results
Section 4.1 presents compliance results for all-electric versus mixed fuel code minimum packages to provide a broad overview of how these different approaches impact code compliance. Sections 4.2 to 4.5 present EDR results along with other savings data for packages of particular interest, as well as cost-effectiveness results for all packages.

Section 4.5 presents results for sensitivity analyses. All results reflect savings over a 30-year analysis period and are compared against the 2022 prescriptive baseline.

4.1 Compliance Results: All-Electric vs. Mixed Fuel Code Minimum The Reach Codes Team evaluated the compliance impacts of a prescriptive all-electric home as well as a traditional mixed fuel home with four gas appliances (space heating, water heating, cooking, clothes drying). Compliance is relative to the 2022 prescriptive base case home with three gas appliances which, by definition, has a compliance margin of zero in all climate zones. The impacts for the all-electric single family home and the ADU are presented in Figure 1 and Figure 2, respectively. The all-electric single family and ADU home prototypes are code compliant with both EDR1 (source energy) and efficiency EDR2 (TDV energy) in all climate zones, though the compliance margin is highly variable across climate zones. The four gas appliance single family home is presented in Figure 3. This case is not code compliant in any climate zone.
0 5
10 15
20 25
30 CZ01 CZ02 CZ03 CZ04 CZ05 CZ06 CZ07 CZ08 CZ09 CZ10 CZ11 CZ12 CZ13 CZ14 CZ15 CZ16 EDR Margin
All-Electric Prescriptive
Source (EDR1) TDV (EDR2 Eﬃciency)
Figure 1: Single family all-electric home compliance impacts.

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26 All-Electric Prescriptive
14 0
2 4
6 8
10 12 EDR Margin
CZ01 CZ02 CZ03 CZ04 CZ05 CZ06 CZ07 CZ08 CZ09 CZ10 CZ11 CZ12 CZ13 CZ14 CZ15 CZ16 Source (EDR1) TDV (EDR2 Eﬃciency)
Figure 2: ADU all-electric home compliance impacts.

Mixed Fuel Prescriptive, 4 Gas Appliances
CZ01 CZ02 CZ03 CZ04 CZ05 CZ06 CZ07 CZ08 CZ09 CZ10 CZ11 CZ12 CZ13 CZ14 CZ15 CZ16 2 -16
-14
-12
-10
-8
-6
-4
-2
0 EDR Margin
-18
Source (EDR1) TDV (EDR2 Eﬃciency)
Figure 3: Single family four gas appliance home compliance impacts.

This analysis illustrates a couple of interesting points:

1. The 2022 compliance metrics are important drivers encouraging electrification. The compliance penalties associated with the four gas appliance home scenarios are significant and will require deep efficiency measures to overcome.

2. The 2022 Title 24 Code’s new source energy metric combined with the heat pump baseline encourage all - electric construction, providing a compliance benefit that allows for some amount of prescriptively required building efficiency to be traded off and still comply when using the performance method.

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4.2 All-Electric Code Minimum Results
Table 14 shows results for the single family all-electric Code Minimum measure package. Utility cost savings are negative, indicating an increase in utility costs for the all-electric building, everywhere except in CPAU and SMUD territories. In all cases the incremental cost is negative, which reflects cost savings for the all -electric building due to elimination of gas infrastructure costs. The package is cost-effective based on TDV in all cases but one (Climate Zone 16); it’s not cost-effective On-Bill in Climate Zones 1, 3, 14, and 16.

Table 15 shows the all-electric Code Minimum package results for the ADU. Utility savings and incremental costs reflect the same general trend as single family homes; CPAU territory is the only case where utility costs decrease.

Cost-effectiveness is less favorable than the single family application, with TDV cost-effectiveness not met in Climate Zones 3, 4, 13, and 14, and On-Bill cost-effectiveness met only in Climate Zones 4 in CPAU territory, 10 in SCE/SCG territory, 12 in SMUD/PG&E territory, 11 and 15. Cost-effectiveness in Climate Zones 3, 4, 13, and 14 is worse than in the other climate zones due to the higher cost of converting from a gas tankless to a ducted HPWH (see Table 3) which isn’t offset enough by the energy savings. Cost savings due to elimination of gas infrastructure costs are also lower for the ADU relative to the single family home.

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Table 14: Single Family Cost-Effectiveness: All-Electric Code Minimum Climate
Zone
Electric
/Gas Utility
Total
EDR1
Margin
Efficiency
EDR2
Margin
Annual
Elec
Savings
(kWh)
Annual
Gas
Savings
(therms)
Utility Cost Savings Incremental Cost1 On-Bill TDV
First
Year
Lifecycle
(2022$) First Year Lifecycle
(2022$)
B/C
Ratio NPV B/C
Ratio NPV
CZ01 PGE 25.8 12.4 (4,308) 398 ($431) ($3,873) ($4,816) ($3,605) 0.9 ($268) >1 $5,702 CZ02 PGE 14.0 8.3 (2,888) 246 ($327) ($4,000) ($6,664) ($6,355) 1.6 $2,355 >1 $7,711 CZ03 PGE 9.1 7.7 (2,433) 171 ($303) ($4,734) ($4,854) ($4,644) 0.98 ($90) 25.3 $3,887 CZ04 PGE 8.8 5.0 (2,232) 163 ($251) ($3,665) ($4,854) ($4,644) 1.3 $979 >1 $4,494 CZ04 CPAU 8.8 5.0 (2,232) 163 ($36) $2,123 ($8,122) ($8,314) >1 $10,437 >1 $7,762 CZ05 PGE 6.5 4.0 (1,960) 133 ($292) ($4,981) ($6,664) ($6,355) 1.3 $1,373 6.1 $4,633 CZ05 PGE/SCG 6.5 4.0 (1,960) 133 ($277) ($4,532) ($6,664) ($6,355) 1.4 $1,823 6.1 $4,633 CZ06 SCE/SCG 4.2 3.5 (1,432) 84 ($231) ($4,015) ($6,664) ($6,355) 1.6 $2,339 4.7 $4,353 CZ07 SDGE 2.8 3.2 (1,293) 69 ($266) ($5,731) ($6,664) ($6,355) 1.1 $624 4.2 $4,211 CZ08 SCE/SCG 2.1 1.1 (1,293) 67 ($228) ($4,192) ($7,065) ($6,983) 1.7 $2,792 4.2 $4,674 CZ09 SCE 3.6 1.9 (1,453) 84 ($237) ($4,153) ($7,065) ($6,983) 1.7 $2,831 5.5 $5,013 CZ10 SCE/SCG 4.8 2.3 (1,683) 107 ($258) ($4,342) ($7,065) ($6,983) 1.6 $2,642 7.4 $5,287 CZ10 SDGE 4.8 2.3 (1,683) 107 ($265) ($5,158) ($7,065) ($6,983) 1.4 $1,825 7.4 $5,287 CZ11 PGE 11.4 4.9 (2,712) 226 ($306) ($3,803) ($6,664) ($6,355) 1.7 $2,552 >1 $7,153 CZ12 PGE 11.5 5.6 (2,554) 212 ($294) ($3,773) ($7,065) ($6,983) 1.9 $3,210 >1 $7,504 CZ12 SMUD/PGE 11.5 5.6 (2,554) 212 $79 $4,731 ($7,065) ($6,983) >1 $11,714 >1 $7,504 CZ13 PGE 8.3 3.2 (2,095) 154 ($224) ($3,164) ($4,854) ($4,644) 1.5 $1,480 >1 $4,490 CZ14 SCE/SCG 8.8 3.3 (2,291) 159 ($322) ($5,166) ($4,854) ($4,644) 0.9 ($522) >1 $4,105 CZ14 SDGE 8.8 3.3 (2,291) 159 ($344) ($6,361) ($4,854) ($4,644) 0.7 ($1,717) >1 $4,105 CZ15 SCE/SCG 0.9 1.0 (1,167) 53 ($217) ($4,152) ($6,652) ($5,942) 1.4 $1,791 3.0 $3,439 CZ16 PG&E 21.3 0.7 (4,729) 403 ($548) ($6,581) ($3,289) ($1,187) 0.2 ($5,394) 0.4 ($1,339) 1 Though uncommon, incremental costs can be negative, reflecting initial construction cost savings. When paired with increased energy costs (negative benefits), the construction cost savings are treated as the ‘benefit’ while the increased energy costs are the ‘cost,’ which may yield positive cost effectiveness. See Section 2.1.2.3 for more information.

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Table 15: ADU Cost-Effectiveness: All-Electric Code Minimum Climate
Zone
Electric
/Gas
Utility
Total
EDR1
Margin
Efficiency
EDR2
Margin
Annual
Elec
Savings
(kWh)
Annual
Gas
Savings
(therms)
Utility Cost Savings Incremental Cost1 On-Bill TDV
First
Year
Lifecycle
(2022$) First Year Lifecycle
(2022$)
B/C
Ratio NPV B/C
Ratio NPV
CZ01 PGE 11.9 6.1 (1,641) 114 ($353) ($6,682) ($4,692) ($4,605) 0.7 ($2,077) 3.9 $2,986 CZ02 PGE 5.7 3.4 (1,245) 75 ($312) ($6,347) ($4,692) ($4,605) 0.7 ($1,742) 2.7 $2,515 CZ03 PGE 2.9 2.3 (1,672) 123 ($377) ($7,138) ($863) $442 0.0 ($7,581) 0.0 ($1,489) CZ04 PGE 2.4 1.4 (1,612) 118 ($366) ($6,964) ($863) $442 0.0 ($7,406) 0.0 ($801) CZ04 CPAU 2.4 1.4 (1,612) 118 $25 $3,035 ($863) $442 6.9 $2,592 0.0 ($801) CZ05 PGE 1.8 0.8 (1,026) 49 ($302) ($6,517) ($4,692) ($4,605) 0.7 ($1,912) 2.0 $2,021 CZ05 PGE/SCG 1.8 0.8 (1,026) 49 ($257) ($5,178) ($4,692) ($4,605) 0.9 ($574) 2.0 $2,021 CZ06 SCE/SCG 0.5 0.2 (904) 38 ($243) ($4,923) ($4,692) ($4,605) 0.9 ($318) 2.1 $2,135 CZ07 SDGE 0.1 0.1 (884) 37 ($337) ($7,903) ($4,692) ($4,605) 0.6 ($3,298) 2.2 $2,205 CZ08 SCE/SCG 0.1 0.1 (878) 36 ($241) ($4,894) ($4,692) ($4,605) 0.9 ($289) 2.3 $2,274 CZ09 SCE 0.4 0.1 (903) 38 ($243) ($4,914) ($4,692) ($4,605) 0.9 ($310) 2.4 $2,321 CZ10 SCE/SCG 1.0 0.4 (952) 43 ($189) ($3,629) ($4,692) ($4,605) 1.3 $976 2.8 $2,577 CZ10 SDGE 1.0 0.4 (952) 43 ($249) ($5,689) ($4,692) ($4,605) 0.8 ($1,084) 2.8 $2,577 CZ11 PGE 4.6 2.1 (1,209) 71 ($224) ($4,405) ($4,692) ($4,605) 1.1 $200 3.5 $2,870 CZ12 PGE 4.6 2.3 (1,183) 69 ($306) ($6,315) ($4,692) ($4,605) 0.7 ($1,710) 3.0 $2,684 CZ12 SMUD/PGE 4.6 2.3 (1,183) 69 ($65) ($808) ($4,692) ($4,605) 5.7 $3,797 3.0 $2,684 CZ13 PGE 3.1 1.3 (1,611) 112 ($218) ($3,689) ($863) $442 0.0 ($4,131) 0.0 ($858) CZ14 SCE/SCG 3.5 1.2 (1,714) 115 ($375) ($6,933) ($863) $442 0.0 ($7,375) 0.0 ($1,089) CZ14 SDGE 3.5 1.2 (1,714) 115 ($483) ($10,348) ($863) $442 0.0 ($10,790) 0.0 ($1,089) CZ15 SCE/SCG 0.0 0.0 (864) 36 ($172) ($3,359) ($4,692) ($4,605) 1.4 $1,246 2.6 $2,477 CZ16 PG&E 11.2 0.1 (1,781) 122 ($379) ($7,167) ($4,692) ($4,605) 0.6 ($2,562) 2.1 $2,133 1 Though uncommon, incremental costs can be negative, reflecting initial construction cost savings. When paired with increased energy costs (negative benefits), the construction cost savings are treated as the ‘benefit’ while the increased energy costs are the ‘cost,’ which may yield positive cost effectiveness. See Section 2.1.2.3 for more information.

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4.3 All-Electric Efficiency, PV, and Battery Results
Table 16 and Table 17 compare cost-effectiveness results for the all-electric packages for the single family and ADU prototypes, respectively, with the exception of the all-electric Efficiency + High Efficiency (Preempted) Equipment package (cost-effectiveness was not evaluated for this package but see Table 27 and Table 28 for a comparison of compliance impacts). In almost all cases the single family packages are cost-effective based on TDV. For ADUs, all climate zones show an increase in TDV-cost effectiveness for the Efficiency + PV case but a decrease when a battery is added. On-Bill cost-effectiveness generally improves with the addition of efficiency measures for single family, but not for ADUs, which generally follows the same trend as TDV cost-effectiveness . A summary of measures included in each package is provided in Appendix 7.3 Summary of Measures by Package. The efficiency measures added to the all-electric package to meet minimum code requirements are described in Table 39 and Table 41.

Table 16: Single Family Cost-Effectiveness: Comparison of All-Electric Efficiency Only, PV, and Battery Packages Climate
Zone
Electric
/Gas Utility
All-Electric Code Minimum All-Electric Efficiency Only All-Electric-Efficiency + PV All-Electric Efficiency + PV + Battery
On-Bill TDV On-Bill TDV On-Bill TDV On-Bill TDV
B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV
CZ01 PGE 0.9 ($268) >1 $5,702 >1 $2,945 >1 $8,168 0.9 ($1,313) 1.8 $9,817 1.0 $1,012 1.2 $4,391 CZ02 PGE 1.6 $2,355 >1 $7,711 8.9 $3,870 >1 $9,325 1.5 $2,242 4.2 $12,452 1.3 $4,962 1.5 $8,190 CZ03 PGE 0.98 ($90) 25.3 $3,887 1.1 $168 >1 $3,939 0.8 ($903) 2.8 $6,465 1.1 $2,114 1.1 $1,347 CZ04 PGE 1.3 $979 >1 $4,494 1.7 $1,054 >1 $4,849 1.1 $204 3.5 $7,893 1.2 $3,709 1.3 $4,506 CZ04 CPAU >1 $10,437 >1 $7,762 >1 $10,021 >1 $8,117 >1 $14,776 >1 $11,161 0.9 ($1,076) 1.5 $6,724 CZ05 PGE 1.3 $1,373 6.1 $4,633 1.6 $1,975 >1 $4,985 2.2 $1,457 8.5 $7,927 1.3 $5,551 1.2 $3,296 CZ05 PGE/SCG 1.4 $1,823 6.1 $4,633 1.9 $2,424 >1 $4,985 2.6 $1,907 8.5 $7,927 1.4 $6,001 1.2 $3,296 CZ06 SCE/SCG 1.6 $2,339 4.7 $4,353 1.6 $1,813 >1 $4,119 109.5 $2,638 152.4 $6,727 1.5 $7,153 1.2 $2,276 CZ07 SDGE 1.1 $624 4.2 $4,211 1.2 $839 8.3 $4,070 5.7 $469 >1 $6,079 2.0 $13,798 1.1 $1,186 CZ08 SCE/SCG 1.7 $2,792 4.2 $4,674 1.8 $2,574 17.7 $4,642 >1 $3,329 >1 $7,492 1.7 $8,899 1.2 $2,085 CZ09 SCE 1.7 $2,831 5.5 $5,013 1.9 $2,699 >1 $5,087 >1 $3,634 >1 $8,007 1.7 $9,151 1.3 $3,630 CZ10 SCE/SCG 1.6 $2,642 7.4 $5,287 2.0 $2,668 >1 $5,376 >1 $3,765 >1 $8,347 1.7 $10,088 1.3 $3,901 CZ10 SDGE 1.4 $1,825 7.4 $5,287 1.8 $2,438 >1 $5,376 >1 $2,539 >1 $8,347 2.4 $19,463 1.3 $3,901 CZ11 PGE 1.7 $2,552 >1 $7,153 >1 $4,159 >1 $8,524 1.8 $2,984 4.6 $11,310 1.4 $7,781 1.5 $8,757 CZ12 PGE 1.9 $3,210 >1 $7,504 4.6 $3,742 >1 $8,084 1.9 $2,561 5.5 $11,063 1.3 $6,021 1.5 $8,216 CZ12 SMUD/PGE >1 $11,714 >1 $7,504 >1 $10,665 >1 $8,084 5.8 $13,407 5.5 $11,063 0.9 ($1,237) 1.4 $7,166 CZ13 PGE 1.5 $1,480 >1 $4,490 >1 $2,876 >1 $5,773 1.7 $2,334 3.7 $8,341 1.4 $7,848 1.4 $7,005 CZ14 SCE/SCG 0.9 ($522) >1 $4,105 1.8 $811 >1 $5,461 1.6 $2,558 3.6 $9,965 1.6 $10,569 1.4 $6,204 CZ14 SDGE 0.7 ($1,717) >1 $4,105 1.5 $643 >1 $5,461 1.2 $922 3.6 $9,965 2.1 $20,099 1.4 $6,204 CZ15 SCE/SCG 1.4 $1,791 3.0 $3,439 8.0 $3,267 >1 $4,669 >1 $3,940 >1 $6,120 2.0 $13,576 0.99 ($80) CZ16 PG&E 0.2 ($5,394) 0.4 ($1,339) 0.2 ($1,946) 1.7 $1,894 0.8 ($3,199) 1.6 $6,711 1.0 $206 1.1 $1,690 California Energy Codes & Standards | A statewide utility program 2024-04-26

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Table 17: ADU Cost-Effectiveness: Comparison of All-Electric Efficiency Only, PV, and Battery Packages Climate
Zone
Electric
/Gas Utility
All-Electric Code Minimum All-Electric Efficiency Only All-Electric Efficiency + PV All-Electric Efficiency + PV + Battery On-Bill TDV On-Bill TDV On-Bill TDV On-Bill TDV
B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV
CZ01 PGE 0.7 ($2,077) 3.9 $2,986 0.6 ($1,727) >1 $2,900 1.2 $2,003 1.5 $5,010 0.997 ($79) 0.9 ($2,884) CZ02 PGE 0.7 ($1,742) 2.7 $2,515 0.5 ($2,541) >1 $1,945 1.4 $3,532 1.8 $6,360 1.1 $1,302 0.98 ($410) CZ03 PGE 0.0 ($7,581) 0.0 ($1,489) 0.0 ($8,981) 0.0 ($2,680) 0.8 ($2,489) 1.1 $1,436 0.8 ($4,949) 0.8 ($5,369) CZ04 PGE 0.0 ($7,406) 0.0 ($801) 0.0 ($8,705) 0.4 ($1,762) 0.9 ($1,480) 1.3 $3,589 0.9 ($3,501) 0.8 ($3,849) CZ04 CPAU 6.9 $2,592 0.0 ($801) 1.3 $944 0.4 ($1,762) 1.7 $8,498 1.3 $3,589 0.7 ($9,161) 0.8 ($4,899) CZ05 PGE 0.7 ($1,912) 2.0 $2,021 0.4 ($3,310) 1.4 $650 1.6 $4,015 1.9 $5,436 1.1 $1,265 0.9 ($1,611) CZ05 PGE/SCG 0.9 ($574) 2.0 $2,021 0.6 ($1,972) 1.4 $650 1.8 $5,353 1.9 $5,436 1.2 $3,836 0.9 ($1,611) CZ06 SCE/SCG 0.9 ($318) 2.1 $2,135 0.6 ($1,579) 2.1 $1,103 2.0 $5,866 2.2 $6,551 1.1 $2,799 0.95 ($852) CZ07 SDGE 0.6 ($3,298) 2.2 $2,205 0.4 ($4,255) 1.8 $941 1.8 $5,667 1.9 $5,493 1.5 $10,358 0.9 ($1,804) CZ08 SCE/SCG 0.9 ($289) 2.3 $2,274 0.6 ($1,432) 2.1 $1,179 2.0 $6,364 2.3 $7,936 1.2 $4,058 0.97 ($609) CZ09 SCE 0.9 ($310) 2.4 $2,321 0.6 ($1,494) 2.3 $1,280 2.0 $6,568 2.4 $7,709 1.2 $4,314 0.99 ($279) CZ10 SCE/SCG 1.3 $976 2.8 $2,577 0.96 ($106) 3.7 $1,593 2.2 $734 6.7 $3,496 0.9 ($860) 0.7 ($3,944) CZ10 SDGE 0.8 ($1,084) 2.8 $2,577 0.6 ($1,787) 3.7 $1,593 0.0 ($1,465) 6.7 $3,496 1.3 $5,079 0.7 ($3,944) CZ11 PGE 1.1 $200 3.5 $2,870 0.96 ($96) >1 $2,531 0.7 ($602) 3.2 $4,037 0.9 ($1,125) 0.9 ($1,893) CZ12 PGE 0.7 ($1,710) 3.0 $2,684 0.5 ($2,538) >1 $1,878 1.6 $4,644 1.9 $6,675 1.1 $2,970 1.0 $178 CZ12 SMUD/PGE 5.7 $3,797 3.0 $2,684 13 $1,980 >1 $1,878 1.7 $5,737 1.9 $6,675 0.6 ($9,432) 0.96 ($872) CZ13 PGE 0.0 ($4,131) 0.0 ($858) 0.0 ($4,502) 0.6 ($1,223) 0.3 ($4,759) 1.1 $305 0.8 ($4,729) 0.7 ($5,491) CZ14 SCE/SCG 0.0 ($7,375) 0.0 ($1,089) 0.0 ($7,929) 0.5 ($1,684) 1.1 $1,555 1.5 $5,935 1.0 $1,222 0.9 ($1,525) CZ14 SDGE 0.0 ($10,790) 0.0 ($1,089) 0.0 ($10,375) 0.5 ($1,684) 1.2 $2,956 1.5 $5,935 1.4 $10,678 0.9 ($1,525) CZ15 SCE/SCG 1.4 $1,246 2.6 $2,477 2.4 $1,243 >1 $2,342 >1 $1,729 52.2 $3,560 1.2 $2,631 0.8 ($2,812) CZ16 PG&E 0.6 ($2,562) 2.1 $2,133 0.5 ($2,378) >1 $2,282 1.6 $5,433 2.0 $7,875 1.2 $3,618 1.0 $611 California Energy Codes & Standards | A statewide utility program 2024-04-26

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4.4 Mixed Fuel Results
Table 18 and Table 19 show results for the mixed fuel Efficiency + PV + Battery package for Single Family and ADU prototypes, respectively. On a TDV basis, this package is cost-effective only in Climate Zone 1 for single family and in no cases for ADUs. However, this package is cost-effective On-Bill for the single family home in all climate zones except 4 in CPAU territory and 12 in SMUD/PG&E territory. On-Bill cost-effectiveness for the ADU home, on the other hand, is seen only in Climate Zones 2, 5, 7 through 9, 10 in SDG&E territory, 12 in PG&E territory, 14, and 16.

Table 18: Single Family Cost-Effectiveness: Mixed Fuel Efficiency + PV + Battery Climate
Zone
Electric
/Gas Utility
Total
EDR1
Margin
Efficiency
EDR2
Margin
Annual
Elec
Savings
(kWh)
Annual
Gas
Savings
(therms)
Utility Cost
Savings Incremental Cost On-Bill TDV
First
Year
Lifecycle
(2022$)
First
Year
Lifecycle
(2022$)
B/C
Ratio NPV B/C
Ratio NPV
CZ01 PGE 22.6 18.8 1,571 116 $1,084 $26,667 $11,160 $20,166 1.3 $6,501 1.0 $500 CZ02 PGE 14.1 7.4 1,257 34 $913 $21,353 $10,268 $18,868 1.1 $2,486 0.9 ($1,282) CZ03 PGE 12.8 4.3 858 7 $785 $18,003 $8,708 $16,900 1.1 $1,104 0.7 ($4,777) CZ04 PGE 13.2 4.3 790 6 $803 $18,394 $9,623 $17,938 1.0 $456 0.8 ($3,925) CZ04 CPAU 13.2 4.3 790 6 $123 $2,877 $10,673 $19,172 0.2 ($16,295) 0.7 ($4,975) CZ05 PGE 14.8 4.9 1,178 13 $905 $20,821 $9,441 $17,885 1.2 $2,936 0.8 ($3,468) CZ05 PGE/SCG 14.8 4.9 1,178 13 $900 $20,690 $9,441 $17,885 1.2 $2,805 0.8 ($3,468) CZ06 SCE/SCG 18.3 5.5 888 6 $864 $19,539 $9,266 $17,587 1.1 $1,951 0.8 ($3,941) CZ07 SDGE 18.7 4.8 832 4 $1,134 $27,505 $9,214 $17,537 1.6 $9,867 0.7 ($4,817) CZ08 SCE/SCG 17.1 3.0 777 2 $920 $20,754 $9,134 $17,410 1.2 $3,344 0.7 ($4,341) CZ09 SCE 16.2 3.1 833 3 $922 $20,804 $9,152 $17,435 1.2 $3,369 0.8 ($3,839) CZ10 SCE/SCG 14.4 2.7 846 2 $958 $21,608 $8,489 $16,733 1.3 $4,875 0.7 ($3,859) CZ10 SDGE 14.4 2.7 846 2 $1,288 $31,210 $8,489 $16,733 1.9 $14,477 0.7 ($3,859) CZ11 PGE 12.9 5.1 1,025 26 $1,031 $23,949 $9,828 $18,296 1.3 $5,653 0.9 ($1,066) CZ12 PGE 13.2 4.8 1,098 23 $923 $21,415 $10,065 $18,616 1.2 $2,800 0.9 ($1,194) CZ12 SMUD/PGE 13.2 4.8 1,098 23 $253 $6,133 $11,115 $19,850 0.3 ($13,717) 0.9 ($2,244) CZ13 PGE 12.3 4.2 1,006 5 $1,016 $23,250 $9,831 $18,236 1.3 $5,013 0.9 ($2,354) CZ14 SCE/SCG 13.4 5.4 1,514 6 $1,093 $24,697 $10,741 $19,342 1.3 $5,354 0.9 ($1,910) CZ14 SDGE 13.4 5.4 1,514 6 $1,421 $34,477 $10,741 $19,342 1.8 $15,135 0.9 ($1,910) CZ15 SCE/SCG 13.5 3.8 531 2 $1,140 $25,708 $8,586 $16,630 1.6 $9,078 0.6 ($5,490) CZ16 PG&E 20.4 14.2 1,228 114 $1,070 $26,218 $12,086 $20,964 1.3 $5,254 0.98 ($444) California Energy Codes & Standards | A statewide utility program 2024-04-26

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Table 19: ADU Cost-Effectiveness: Mixed Fuel Efficiency + PV + Battery Climate
Zone
Electric
/Gas Utility
Total
EDR1
Margin
Efficiency
EDR2
Margin
Annual
Elec
Savings
(kWh)
Annual
Gas
Savings
(therms)
Utility Cost
Savings Incremental Cost On-Bill TDV
First
Year
Lifecycle
(2022$)
First
Year
Lifecycle
(2022$)
B/C
Ratio NPV B/C
Ratio NPV
CZ01 PGE 18.5 7.7 3,666 20 $1,078 $24,880 $15,432 $25,919 0.96 ($1,040) 0.7 ($6,719) CZ02 PGE 16.6 3.5 3,472 11 $1,042 $23,928 $13,846 $23,790 1.0 $138 0.8 ($4,128) CZ03 PGE 11.8 1.2 2,679 0 $781 $17,816 $11,879 $21,215 0.8 ($3,399) 0.6 ($6,826) CZ04 PGE 13.3 1.6 2,799 0 $859 $19,588 $12,213 $21,598 0.9 ($2,011) 0.7 ($5,306) CZ04 CPAU 13.3 1.6 2,799 0 $391 $8,911 $13,263 $22,833 0.4 ($13,922) 0.7 ($6,356) CZ05 PGE 16.9 1.1 3,309 2 $1,031 $23,539 $12,668 $22,274 1.1 $1,265 0.8 ($4,765) CZ05 PGE/SCG 16.9 1.1 3,309 2 $1,031 $23,520 $12,668 $22,274 1.1 $1,246 0.8 ($4,765) CZ06 SCE/SCG 19.8 1.2 3,285 1 $953 $21,468 $12,496 $22,043 0.97 ($575) 0.8 ($3,877) CZ07 SDGE 20.3 1.2 3,278 0 $1,296 $31,370 $12,869 $22,545 1.4 $8,825 0.8 ($4,633) CZ08 SCE/SCG 20.4 0.5 3,505 0 $1,040 $23,434 $12,952 $22,678 1.0 $755 0.8 ($3,522) CZ09 SCE 19.6 0.5 3,497 0 $1,030 $23,213 $12,691 $22,327 1.0 $886 0.8 ($3,318) CZ10 SCE/SCG 19.0 0.6 729 0 $537 $12,107 $8,436 $16,606 0.7 ($4,499) 0.5 ($7,344) CZ10 SDGE 19.0 0.6 729 0 $813 $19,671 $8,436 $16,606 1.2 $3,065 0.5 ($7,344) CZ11 PGE 17.6 3.0 871 10 $663 $15,273 $9,218 $17,568 0.9 ($2,295) 0.7 ($5,528) CZ12 PGE 16.7 2.7 3,594 9 $1,112 $25,496 $13,764 $23,710 1.1 $1,786 0.8 ($3,321) CZ12 SMUD/PGE 16.7 2.7 3,594 9 $537 $12,380 $14,844 $24,944 0.5 ($12,564) 0.8 ($4,371) CZ13 PGE 14.5 2.2 273 0 $551 $12,569 $7,979 $15,904 0.8 ($3,335) 0.5 ($6,903) CZ14 SCE/SCG 14.5 3.2 3,499 0 $1,006 $22,671 $12,815 $22,325 1.0 $346 0.8 ($3,423) CZ14 SDGE 14.5 3.2 3,499 0 $1,351 $32,711 $12,815 $22,325 1.5 $10,386 0.8 ($3,423) CZ15 SCE/SCG 19.2 1.8 551 0 $683 $15,387 $8,478 $16,574 0.9 ($1,187) 0.5 ($7,021) CZ16 PG&E 18.3 6.3 3,680 24 $1,117 $25,838 $13,872 $23,801 1.1 $2,037 0.8 ($3,759) California Energy Codes & Standards | A statewide utility program 2024-04-26

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4.5 Greenhouse Gas Reductions
Table 20 and Table 21 present greenhouse gas reductions for the single family and ADU prototypes, respectively. Savings represent average annual savings over the 30-year lifetime of the analysis. Greenhouse gas reductions are greatest for the all-electric Efficiency + PV + Battery package in all cases. For the single family homes, the all-electric Code Minimum case reduces greenhouse gas emissions as much or greater than the mixed fuel Efficiency + PV + Battery package in Climate Zones 1 through 4, 11 through 13, and 16—showcasing the benefit of all-electric construction over even the most ambitious of mixed fuel construction packages evaluated in this study. The trend differs for the ADU where the mixed fuel Efficiency + PV + Battery package results in more greenhouse gas savings than the all-electric Code Minimum in all climate zones except Climate Zones 3, 4, and 13. In most of the climate zones (1, 2, 5 through 12, 15, and 16) the all- electric ADU involves electrification of space heating, cooking, and clothes drying. The space heating loads for the ADU are very low, even in the colder climates , and as a result the greenhouse gas savings from efficiency measures, PV and battery are greater than just code minimum electrification. This is also the case for single family homes in Climate Zones 5 through 10, and 15 where space heating loads are low.

Table 20: Single Family Greenhouse Gas Reductions (metric tons) Climate
Zone
Single Family All-Electric Single Family Mixed Fuel
Code
Minimum
Efficiency
Only
Efficiency +
High
Efficiency
Equipment
Efficiency +
PV
Efficiency +
PV +
Battery
Efficiency +
High
Efficiency
Equipment
Efficiency +
PV +
Battery
CZ01 1.5 1.7 1.8 1.8 2.3 0.8 1.1
CZ02 0.9 1.0 1.1 1.1 1.6 0.5 0.7
CZ03 0.7 0.7 0.8 0.8 1.3 0.2 0.5
CZ04 0.7 0.7 0.8 0.8 1.3 0.2 0.5
CZ05 0.4 0.5 0.6 0.6 1.1 0.2 0.6
CZ06 0.3 0.3 0.3 0.4 0.9 0.1 0.5
CZ07 0.2 0.2 0.3 0.3 0.8 0.1 0.5
CZ08 0.2 0.2 0.3 0.3 0.8 0.1 0.5
CZ09 0.3 0.3 0.3 0.4 0.9 0.1 0.5
CZ10 0.3 0.4 0.4 0.5 1.0 0.1 0.5
CZ11 0.8 0.9 1.0 1.0 1.5 0.4 0.7
CZ12 0.7 0.8 0.9 0.9 1.4 0.4 0.6
CZ13 0.6 0.7 0.8 0.8 1.3 0.2 0.6
CZ14 0.6 0.7 0.8 0.9 1.4 0.2 0.6
CZ15 0.2 0.2 0.3 0.3 0.7 0.1 0.5
CZ16 1.4 1.7 1.7 1.9 2.3 1.0 1.1
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Table 21: ADU Greenhouse Gas Reductions (metric tons)
Climate
Zone
ADU All-Electric ADU Mixed Fuel
Code
Minimum
Efficiency
Only
Efficiency +
High
Efficiency
Equipment
Efficiency
+ PV
Efficiency +
PV +
Battery
Efficiency +
High
Efficiency
Equipment
Efficiency +
PV +
Battery
CZ01 0.4 0.5 0.5 0.6 1.0 0.2 0.5
CZ02 0.2 0.3 0.3 0.4 0.8 0.1 0.5
CZ03 0.5 0.5 0.6 0.7 1.0 0.1 0.3
CZ04 0.5 0.5 0.5 0.7 1.0 0.1 0.4
CZ05 0.1 0.2 0.2 0.3 0.7 0.0 0.4
CZ06 0.1 0.1 0.1 0.3 0.6 0.0 0.4
CZ07 0.1 0.1 0.1 0.3 0.6 0.0 0.4
CZ08 0.1 0.1 0.1 0.3 0.6 0.0 0.5
CZ09 0.1 0.1 0.1 0.3 0.7 0.0 0.5
CZ10 0.1 0.1 0.2 0.2 0.6 0.0 0.4
CZ11 0.2 0.3 0.3 0.3 0.7 0.1 0.4
CZ12 0.2 0.3 0.3 0.4 0.7 0.1 0.5
CZ13 0.4 0.5 0.5 0.5 0.9 0.1 0.3
CZ14 0.4 0.5 0.5 0.7 1.1 0.1 0.5
CZ15 0.1 0.1 0.1 0.2 0.6 0.0 0.4
CZ16 0.4 0.5 0.5 0.7 1.0 0.2 0.6
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4.6 Sensitivity Analysis
In response to jurisdictional interest, several cases were evaluated under circumstances different than those presented above in order to assess their impact on cost-effectiveness. Altered circumstances include:

1. CARE versus standard tariffs. This comparison is presented for the all-electric Code Minimum and the mixed fuel Efficiency + PV+ Battery packages and shows the impact on On-Bill cost-effectiveness for income qualified utility customers.

2. Infill versus new subdivision single family developments. This comparison applied to the all-electric Code Minimum package demonstrates how cost- effectiveness is impacted due to the magnitude of cost savings for all-electric construction from elimination of the natural gas infrastructure.

3. Utility rate escalation factors. The impact on On-Bill cost-effectiveness is presented for the all-electric Code Minimum package from varying the assumptions for escalation of electricity and natural gas utility rates over the 30-year analysis period.

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4.6.1 CARE Rate Comparison
Table 22 and Table 23 present a comparison of On-Bill cost-effectiveness results for CARE tariffs relative to standard IOU tariffs for the all-electric Code Minimum package for the single family and ADU prototypes, respectively. Applying the CARE rates lowers both electric and gas utility bills for the consumer . In the case of the all-electric home, the net impact of CARE rates is improved cost-effectiveness relative to the standard tariffs. This is because the discount on electricity is greater than that for natural gas. The opposite trend occurs for the mixed fuel packages , where the lower CARE rates result in lower utility cost savings and subsequently lower benefit-to-cost ratios.

Table 22: On-Bill Cost-Effectiveness with CARE Tariffs: All-Electric Code Minimum Climate
Zone
Electric
/Gas Utility
Single Family ADU
Standard CARE Standard CARE
B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0.9 ($268) >1 $3,886 0.7 ($2,077) 1.2 $696
CZ02 PGE 1.6 $2,355 5.1 $5,107 0.7 ($1,742) 1.1 $580
CZ03 PGE 0.98 ($90) 1.7 $1,968 0.0 ($7,581) 0.0 ($4,596) CZ04 PGE 1.3 $979 2.3 $2,619 0.0 ($7,406) 0.0 ($4,526)
CZ05 PGE 1.3 $1,373 2.2 $3,467 0.7 ($1,912) 1.1 $237
CZ05 PGE/SCG 1.4 $1,823 2.5 $3,841 0.9 ($574) 1.4 $1,321 CZ06 SCE/SCG 1.6 $2,339 2.3 $3,535 0.9 ($318) 1.4 $1,225 CZ07 SDGE 1.1 $624 2.1 $3,309 0.6 ($3,298) 0.9 ($627)
CZ08 SCE/SCG 1.7 $2,792 2.3 $3,945 0.9 ($289) 1.4 $1,231 CZ09 SCE 1.7 $2,831 2.4 $4,074 0.9 ($310) 1.4 $1,230
CZ10 SCE/SCG 1.6 $2,642 2.4 $4,083 1.3 $976 1.7 $1,923
CZ10 SDGE 1.4 $1,825 3.0 $4,642 0.8 ($1,084) 1.3 $1,114 CZ11 PGE 1.7 $2,552 5.0 $5,077 1.1 $200 1.6 $1,634
CZ12 PGE 1.9 $3,210 5.0 $5,587 0.7 ($1,710) 1.1 $545
CZ13 PGE 1.5 $1,480 2.7 $2,924 0.0 ($4,131) 0.0 ($2,754) CZ14 SCE/SCG 0.9 ($522) 1.3 $1,191 0.0 ($7,375) 0.0 ($4,754) CZ14 SDGE 0.7 ($1,717) 2.0 $2,295 0.0 ($10,790) 0.0 ($6,496) CZ15 SCE/SCG 1.4 $1,791 1.9 $2,831 1.4 $1,246 1.8 $2,031 CZ16 PG&E 0.2 ($5,394) 0.8 ($351) 0.6 ($2,562) 1.1 $453 California Energy Codes & Standards | A statewide utility program 2024-04-26

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Table 23: On-Bill Cost-Effectiveness with CARE Tariffs: Mixed Fuel Efficiency + PV+ Battery Package Climate
Zone
Electric
/Gas Utility
Single Family ADU
Standard CARE Standard CARE
B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 1.3 $6,501 0.9 ($2,072) 0.96 ($1,040) 0.7 ($9,009) CZ02 PGE 1.1 $2,486 0.7 ($5,286) 1.0 $138 0.7 ($7,683)
CZ03 PGE 1.1 $1,104 0.6 ($5,980) 0.8 ($3,399) 0.6 ($9,288) CZ04 PGE 1.0 $456 0.6 ($6,790) 0.9 ($2,011) 0.6 ($8,586) CZ05 PGE 1.2 $2,936 0.7 ($4,995) 1.1 $1,265 0.7 ($6,642) CZ05 PGE/SCG 1.2 $2,805 0.7 ($5,100) 1.1 $1,246 0.7 ($6,657) CZ06 SCE/SCG 1.1 $1,951 0.7 ($5,232) 0.97 ($575) 0.7 ($5,976) CZ07 SDGE 1.6 $9,867 1.1 $1,601 1.4 $8,825 0.9 ($2,435) CZ08 SCE/SCG 1.2 $3,344 0.7 ($4,574) 1.0 $755 0.8 ($5,331) CZ09 SCE 1.2 $3,369 0.7 ($4,547) 1.0 $886 0.8 ($5,198)
CZ10 SCE/SCG 1.3 $4,875 0.8 ($3,354) 0.7 ($4,499) 0.5 ($8,010) CZ10 SDGE 1.9 $14,477 1.3 $4,789 1.2 $3,065 0.8 ($3,001) CZ11 PGE 1.3 $5,653 0.8 ($3,358) 0.9 ($2,295) 0.5 ($8,074) CZ12 PGE 1.2 $2,800 0.7 ($5,212) 1.1 $1,786 0.7 ($6,653) CZ13 PGE 1.3 $5,013 0.8 ($4,024) 0.8 ($3,335) 0.5 ($8,497) CZ14 SCE/SCG 1.3 $5,354 0.8 ($3,665) 1.0 $346 0.7 ($5,727) CZ14 SDGE 1.8 $15,135 1.2 $4,127 1.5 $10,386 0.9 ($1,393) CZ15 SCE/SCG 1.6 $9,078 0.95 ($877) 0.93 ($1,187) 0.6 ($6,708) CZ16 PG&E 1.3 $5,254 0.8 ($3,523) 1.1 $2,037 0.7 ($6,282) California Energy Codes & Standards | A statewide utility program 2024-04-26

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4.6.2 Utility Infrastructure Cost Sensitivity
Table 24 compares cost-effectiveness results for the natural gas service line extension cost scenarios that inform the average values presented in Table 8. The average cost scenario reflects the cost-effectiveness results for the single family all-electric Code Minimum package presented in Table 16. Relative to a new subdivision, gas infrastructure cost savings are higher for the infill development case, which translates to higher cost-effectiveness. This is shown by positive cost- effectiveness in all metrics except one – On-Bill for Climate Zone 16 – for infill development. Compared to the average cost scenario, there are two cases – On- Bill for Climate Zone 4 in PG&E territory and Climate Zone 7 – where the all-electric Code Minimum package is no longer cost-effective based on the new subdivision costs.

Table 24: Single Family Cost-Effectiveness Comparison with Range of Natural Gas Utility Infrastructure Costs:

All-Electric Code Minimum
Climate
Zone
Electric
/Gas Utility
Average New Subdivision Infill Development
On-Bill TDV On-Bill TDV On-Bill TDV
B/C Ratio NPV B/C Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV B/C
Ratio NPV
CZ01 PGE 0.9 ($268) >1 $5,702 0.6 ($1,492) >1 $4,612 2.2 $4,628 >1 $10,062 CZ02 PGE 1.6 $2,355 >1 $7,711 1.3 $1,131 >1 $6,621 2.8 $7,250 >1 $12,071 CZ03 PGE 0.98 ($90) 25.3 $3,887 0.7 ($1,314) 18.5 $2,797 2.0 $4,806 52.6 $8,247 CZ04 PGE 1.3 $979 >1 $4,494 0.9 ($245) >1 $3,404 2.6 $5,875 >1 $8,854 CZ04 CPAU >1 $10,437 >1 $7,762 >1 $10,437 >1 $7,762 >1 $10,437 >1 $7,762 CZ05 PGE 1.3 $1,373 6.1 $4,633 1.0 $149 4.9 $3,543 2.3 $6,269 11.0 $8,993 CZ05 PGE/SCG 1.4 $1,823 6.1 $4,633 1.1 $599 4.9 $3,543 2.5 $6,719 11.0 $8,993 CZ06 SCE/SCG 1.6 $2,339 4.7 $4,353 1.3 $1,115 3.8 $3,263 2.8 $7,235 8.4 $8,713 CZ07 SDGE 1.1 $624 4.2 $4,211 0.9 ($600) 3.4 $3,121 2.0 $5,519 7.5 $8,571 CZ08 SCE/SCG 1.7 $2,792 4.2 $4,674 1.4 $1,568 3.5 $3,584 2.8 $7,687 7.3 $9,034 CZ09 SCE 1.7 $2,831 5.5 $5,013 1.4 $1,607 4.6 $3,923 2.9 $7,726 9.5 $9,373 CZ10 SCE/SCG 1.6 $2,642 7.4 $5,287 1.3 $1,418 6.1 $4,197 2.7 $7,537 12.6 $9,647 CZ10 SDGE 1.4 $1,825 7.4 $5,287 1.1 $601 6.1 $4,197 2.3 $6,721 12.6 $9,647 CZ11 PGE 1.7 $2,552 >1 $7,153 1.3 $1,328 >1 $6,063 3.0 $7,448 >1 $11,513 CZ12 PGE 1.9 $3,210 >1 $7,504 1.5 $1,986 >1 $6,414 3.1 $8,106 >1 $11,864 CZ12 SMUD/PGE >1 $11,714 >1 $7,504 >1 $10,490 >1 $6,414 >1 $16,610 >1 $11,864 CZ13 PGE 1.5 $1,480 >1 $4,490 1.1 $256 >1 $3,400 3.0 $6,376 >1 $8,850 CZ14 SCE/SCG 0.9 ($522) >1 $4,105 0.7 ($1,746) >1 $3,015 1.8 $4,374 >1 $8,465 CZ14 SDGE 0.7 ($1,717) >1 $4,105 0.5 ($2,941) >1 $3,015 1.5 $3,179 >1 $8,465 CZ15 SCE/SCG 1.4 $1,791 3.0 $3,439 1.1 $567 2.4 $2,349 2.6 $6,687 5.6 $7,799 CZ16 PG&E 0.2 ($5,394) 0.4 ($1,339) 0.0 ($6,618) 0.0 ($2,429) 0.9 ($498) 2.4 $3,021 California Energy Codes & Standards | A statewide utility program 2024-04-26

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4.6.3 Utility Rate Escalation
In this sensitivity analysis, an alternative set of annual utility escalation rates was applied to the gas and electricity savings in select measure packages to show the impact that utility cost changes over time have on cost-effectiveness. This set of rates, detailed in Section 7.2.7, reflects those used by the Energy Commission in their development of the LSC factors for the 2025 code cycle (LSC replaces TDV in the 2025 code cycle). The rates assume steep increases in gas rates starting in 2030. Increased gas rates range from 2% to 6.7% higher than annual rates used in the 2022 code cycle; electricity rates are only marginally (about 0.5%) higher each year.

On-Bill cost-effectiveness results are shown for in Table 25 for the all-electric Code Minimum scenario and Table 26 for the mixed fuel Efficiency + PV + Battery measure package. The alternative rates described above (“2025 LSC”) are shown alongside those reported elsewhere in this report (“CPUC / 2022 TDV”, described in Section 2.1.3) for comparison. In all cases, the 2025 LSC escalation rates improve cost-effectiveness. In some cases, this improvement is enough to change the result from not cost-effective to cost-effective, these cases are summarized below:
• All-Electric Code Minimum package
o Climate Zones 1, 3, 14, and 16 for the single family home o Climate Zones 1, 5 in PG&E/SCG territory, 6, 8, 9, 10 in SDG&E territory, and 16 for the ADU home • Mixed fuel Efficiency + PV + Battery package
o Climate Zones 1, 6, and 15 for the ADU home
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Table 25: On-Bill Cost-Effectiveness, 2025 LSC Basis: All-Electric Code Minimum Climate
Zone
Electric
/Gas Utility
Single Family ADU
CPUC / 2022 TDV 2025 LSC CPUC / 2022 TDV 2025 LSC
B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0.9 ($268) >1 $13,867 0.7 ($2,077) 1.2 $833
CZ02 PGE 1.6 $2,355 >1 $10,458 0.7 ($1,742) 0.95 ($228) CZ03 PGE 0.98 ($90) >1 $4,883 0.0 ($7,581) 0.0 ($4,465) CZ04 PGE 1.3 $979 >1 $5,728 0.0 ($7,406) 0.0 ($4,466)
CZ04 CPAU >1 $10,437 >1 $17,647 6.9 $2,592 20.7 $8,704
CZ05 PGE 1.3 $1,373 5.3 $5,148 0.7 ($1,912) 0.8 ($1,386) CZ05 PGE/SCG 1.4 $1,823 13.5 $5,884 0.9 ($574) 1.2 $807 CZ06 SCE/SCG 1.6 $2,339 4.0 $4,751 0.9 ($318) 1.2 $630
CZ07 SDGE 1.1 $624 1.9 $3,008 0.6 ($3,298) 0.7 ($2,394) CZ08 SCE/SCG 1.7 $2,792 3.0 $4,650 0.9 ($289) 1.1 $591
CZ09 SCE 1.7 $2,831 4.0 $5,233 0.9 ($310) 1.2 $634
CZ10 SCE/SCG 1.6 $2,642 5.4 $5,700 1.3 $976 1.9 $2,147
CZ10 SDGE 1.4 $1,825 7.4 $6,038 0.8 ($1,084) 1.0 $102
CZ11 PGE 1.7 $2,552 >1 $9,997 1.1 $200 1.6 $1,669
CZ12 PGE 1.9 $3,210 >1 $10,077 0.7 ($1,710) 0.9 ($430)
CZ12 SMUD/PGE >1 $11,714 >1 $19,028 5.7 $3,797 >1 $5,367 CZ13 PGE 1.5 $1,480 >1 $5,987 0.0 ($4,131) 0.0 ($1,228) CZ14 SCE/SCG 0.9 ($522) 6.0 $3,876 0.0 ($7,375) 0.0 ($4,363) CZ14 SDGE 0.7 ($1,717) >1 $4,799 0.0 ($10,790) 0.0 ($6,285) CZ15 SCE/SCG 1.4 $1,791 2.2 $3,214 1.4 $1,246 1.9 $2,210 CZ16 PG&E 0.2 ($5,394) >1 $8,516 0.6 ($2,562) 1.2 $629
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Table 26: On-Bill Cost-Effectiveness, 2025 LSC Basis: Mixed Fuel Efficiency + PV + Battery Climate
Zone
CZ01
CZ02
CZ03
CZ04
CZ04
CZ05
CZ05
CZ06
CZ07
CZ08
CZ09
CZ10
CZ10
CZ11
CZ12
CZ12
CZ13
CZ14
CZ14
CZ15
CZ16
Electric
/Gas Utility
PGE
PGE
PGE
PGE
CPAU
PGE

PGE/SCG

SCE/SCG
SDGE

SCE/SCG
SCE

SCE/SCG
SDGE
PGE
PGE

SMUD/PGE
PGE

SCE/SCG
SDGE

SCE/SCG
PG&E
Single Family
CPUC / 2022 TDV 2025 LSC
B/C Ratio NPV B/C Ratio NPV

1.3 $6,501 1.6 $12,598

1.1 $2,486 1.3 $4,914

1.1 $1,104 1.1 $2,287

1.0 $456 1.1 $1,645

0.2 ($16,295) 0.2 ($15,990)

1.2 $2,936 1.3 $4,506

1.2 $2,805 1.2 $4,291

1.1 $1,951 1.2 $3,420

1.6 $9,867 1.6 $9,930

1.2 $3,344 1.3 $4,750

1.2 $3,369 1.3 $4,812

1.3 $4,875 1.4 $6,334

1.9 $14,477 1.9 $14,289

1.3 $5,653 1.4 $7,967

1.2 $2,800 1.3 $4,806

0.3 ($13,717) 0.4 ($12,515)

1.3 $5,013 1.4 $6,448

1.3 $5,354 1.4 $7,138

1.8 $15,135 1.8 $15,116

1.6 $9,078 1.7 $10,819

1.3 $5,254 1.5 $10,999
ADU
CPUC / 2022 TDV 2025 LSC
B/C Ratio NPV B/C Ratio NPV

0.96 ($1,040) 1.0 $993

1.0 $138 1.1 $1,816

0.8 ($3,399) 0.9 ($2,462)

0.9 ($2,011) 0.95 ($980)

0.4 ($13,922) 0.4 ($13,453)

1.1 $1,265 1.1 $2,574

1.1 $1,246 1.1 $2,543

0.97 ($575) 1.0 $847

1.4 $8,825 1.4 $8,570

1.0 $755 1.1 $2,288

1.0 $886 1.1 $2,407

0.7 ($4,499) 0.8 ($3,703)

1.2 $3,065 1.2 $2,904

0.9 ($2,295) 0.94 ($1,126)

1.1 $1,786 1.1 $3,458

0.5 ($12,564) 0.5 ($11,582)

0.8 ($3,335) 0.8 ($2,674)

1.0 $346 1.1 $1,827

1.5 $10,386 1.5 $10,107

0.9 ($1,187) 0.99 ($182)

1.1 $2,037 1.2 $4,285
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5 Summary
The purpose of this study was to examine and document the code compliance and cost-effectiveness impacts of improving performance among single family new construction – both standard sized homes and ADUs. To this end, the Reach Codes Team evaluated packages of energy efficiency measures as well as packages combining energy efficiency with solar PV generation and battery storage, simulated them in building modeling software, and gathered costs to determine the cost-effectiveness of multiple scenarios. The Reach Codes Team coordinated with multiple utilities, cities, and building community experts to develop a set of assumptions considered reasonable in the current market. Changing assumptions, such as the period of analysis, measure selection, cost assumptions, energy escalation rates, or utility tariffs are likely to change results.

Table 27 (single family) and Table 28 (ADU) summarize results for each prototype and depict the EDR1 compliance margins achieved for each climate zone and package. Because local reach codes must both exceed the energy code (i.e., have a positive compliance margin in the performance approach) and be cost -effective, the Reach Codes Team highlighted cells meeting these two requirements to help clarify the upper boundary for potential reach code policies .

All results presented in this study have a positive compliance margin. • Cells highlighted in green depict a positive compliance margin and cost-effective results using both On-Bill and TDV approaches.
• Cells highlighted in yellow depict a positive compliance and cost-effective results using either the On-Bill or TDV approach.
• Cells not highlighted depict a package that was not cost-effective using either the On-Bill or TDV approach. • Cells highlighted in grey depict the high efficiency equipment packages where cost-effectiveness was not evaluated.

The following are key takeaways and recommendations from the analysis.

Conclusions and Discussion:
• All-electric buildings have lower GHG emissions than mixed fuel buildings, due to the clean power sources currently available from California’s power providers as well as accounting for increased penetration of renewables in the future. Almost all the all-electric packages evaluated resulted in greater GHG emission savings than the mixed fuel packages, with the exception of the mixed fuel package with battery storage in climate zones with low heating loads.
• The Reach Codes Team found code-compliant, all-electric new construction to be feasible and cost-effective based on TDV for single family homes in all cases except Climate Zone 16. • All-electric code minimum single family new construction was On-Bill cost-effective in all cases except Climate Zones 1, 3, 14, and 16.
• The all-electric code minimum ADU home was cost-effective based on TDV in all cases except in Climate Zones 3, 4, 13, and 14 where the higher cost of installing a ducted HPWH instead of the prescriptively required gas tankless water heater outweigh the resulting energy cost savings. In the other climate zones there were first cost savings for installing a heat pump space heater instead of gas furnace, contributing to an overall TDV cost-effective result.
• Few cases were cost-effective On-Bill for the ADU.
• All-electric code minimum construction results in an increase in lifetime utility costs relative to a mixed fuel home, except for CPAU and SMUD where electricity rates are much lower than for the IOUs . The addition of efficiency measures, market dominant HPWHs that meet NEEA’s Advanced Water Heating Specification, high efficiency heat pumps, increased PV, and batteries all reduce utility costs, and the combination of these options was found to reduce annual utility costs relative to a mixed fuel home in all cases. • Under NBT, utility cost savings for increasing PV system size beyond code minimum are substantially less than under prior net energy metering rules (NEM 2.0); however, savings are sufficient to be On-Bill cost- California Energy Codes & Standards | A statewide utility program 2024-04-26

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effective in all climate zones for the all-electric single family home except climate zones 1, 3, and 16. Coupling PV with battery systems increases utility cost savings as a result of improved on- site utilization of PV generation and fewer exports to the grid.
• Applying CARE rates in the IOU territories improves On-Bill cost-effectiveness for all-electric buildings, as compared to the same case under standard rates, due to higher utility cost savings compared to a code compliant mixed fuel building also on a CARE rate, improving On-Bill cost-effectiveness. This is due to the CARE discount on electricity being higher than that on gas. • If gas tariffs are assumed to increase substantially over time, in-line with the escalation assumption from the 2025 LSC development, all-electric new construction was found to be On-Bill cost-effective in all single family and most ADU scenarios over the 30-year analysis period. There is much uncertainty surrounding future tariff structures as well as escalation values. While it’s clear that gas rates will increase, how much and how quickly is not known. Electricity tariff structures are expected to evolve over time, and the CPUC has an active proceeding to adopt an income-graduated fixed charge that benefits low-income customers and supports electrification measures.21 The CPUC will make a decision in mid-2024 and the new rates are expected to be in place later that year or in 2025. While the anticipated impact of this rate change is lower volumetric electricity rates, the rate design is not finalized. While lower volumetric electricity rates provide many benefits including incentivizing electrification, it also will make building efficiency measures harder to justify as cost-effective due to lower utility bill cost savings.

Recommendations:
• A reach code with a single performance target based on source energy (EDR1) can be structured to strongly encourage electrification. This approach requires equivalent performance for all buildings and allow s mixed fuel buildings which minimizes the risk of violating federal preemption. Below are examples of how a reach code for single family homes could be setup based on the results summarized in Table 27. o A jurisdiction in Climate Zone 12 could set a performance target at an EDR1 margin of 11.5 (the EDR1 margin for the all-electric Code Minimum package). Any all-electric home meeting or exceeding the prescriptive requirements would comply, and a mixed fuel home would likely need to incorporate a combination of efficiency measures and a battery system to comply. o Similarly, a jurisdiction in Climate Zone 7 may consider setting a performance target of 2.8 EDR1 margin (also the EDR1 margin for the all-electric Code Minimum package). Any all-electric home meeting or exceeding the prescriptive requirements would comply, but a mixed fuel home would likely be able to comply with only a suite of above-code efficiency measures (no battery). Alternatively, a higher EDR1 margin target of 5 would incentivize more energy efficiency or additional PV for all- electric construction, and mixed fuel construction would likely need to incorporate a battery system to comply.
o A jurisdiction in Climate Zone 16 may want to set a performance target at an EDR1 margin of 20. 4 (the EDR1 margin for the mixed fuel efficiency + PV + battery package). This would establish a target that a mixed fuel home could On-Bill cost-effectively meet, likely only after incorporating a combination of efficiency measures and a battery system, and that an all-electric home could easily meet. • The 2022 Title 24 code’s new source energy metric combined with the heat pump baseline encourage all - electric construction, providing an incentive that allows for some amount of prescriptively required building efficiency to be traded off, still meeting minimum code compliance. This compliance benefit for all -electric homes highlights a unique opportunity for jurisdictions to incorporate efficiency into all-electric reach codes.

Efficiency and electrification have symbiotic benefits and are both critical for decarbonization of buildings. As demand on the electric grid is increased through electrification, efficiency can reduce the negative impacts of additional electricity demand on the grid, reducing the need for increased generation and storage capacity , as well as the need to upgrade upstream transmission and distribution equipment. The Reach Codes Team recommends that jurisdictions adopting a reach code for single family buildings also include an efficiency 21 https://www.cpuc.ca.gov/industries-and-topics/electrical-energy/electric-costs/demand-response-dr/demand-flexibility-rulemaking California Energy Codes & Standards | A statewide utility program 2024-04-26

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requirement with EDR1 margins at minimum consistent with the all-electric code minimum package results in Table 27.
• The code compliance margins for the ADU all-electric code minimum package are lower than for the single family prototype; code compliance and cost-effectiveness can be more challenging for smaller dwelling units.

As a result, the Reach Codes Team does not recommend EDR1 targets above those reported for the all- electric Code Minimum package in Table 28.

This report documents the key results and conclusions from the Reach Codes Team analysis. A full dataset of all results can be downloaded at https://localenergycodes.com/content/resources. Results alongside policy options can also be explored using the Cost-effectiveness Explorer at https://explorer.localenergycodes.com/.

Table 27: Summary of Single Family EDR1 Margins and Cost-Effectiveness Climate
Zone
Electric
/Gas Utility
All-Electric Mixed Fuel
Code
Minimum Efficiency
Efficiency +
High
Efficiency
Equipment
Efficiency
+ PV
Efficiency
+ PV +
Battery
Efficiency +
High
Efficiency
Equipment
Efficiency
+ PV +
Battery
CZ01 PGE 25.8 29.1 31.4 32.6 41.4 14.8 22.6
CZ02 PGE 14.0 16.3 18.0 18.9 28.3 9.1 14.1
CZ03 PGE 9.1 10.6 12.2 13.1 24.2 3.6 12.8
CZ04 PGE 8.8 10.4 11.9 12.8 24.6 3.8 13.2
CZ04 CPAU 8.8 10.4 11.9 12.8 24.6 3.8 13.2
CZ05 PGE 6.5 7.9 10.2 10.8 23.3 5.2 14.8
CZ05 PGE/SCG 6.5 7.9 10.2 10.8 23.3 5.2 14.8
CZ06 SCE/SCG 4.2 5.3 6.6 8.4 24.6 4.0 18.3
CZ07 SDGE 2.8 3.6 4.9 6.9 23.6 3.2 18.7
CZ08 SCE/SCG 2.1 2.9 4.2 5.6 21.3 2.7 17.1
CZ09 SCE/SCG 3.6 4.4 5.7 7.1 21.8 3.2 16.2
CZ10 SCE/SCG 4.8 5.8 7.2 8.5 21.9 3.9 14.4
CZ10 SDGE 4.8 5.8 7.2 8.5 21.9 3.9 14.4
CZ11 PGE 11.4 13.4 15.0 15.6 24.5 7.7 12.9
CZ12 PGE 11.5 13.3 14.8 15.5 25.2 7.2 13.2
CZ12 SMUD/PGE 11.5 13.3 14.8 15.5 25.2 7.2 13.2
CZ13 PGE 8.3 10.3 11.9 12.3 22.3 4.1 12.3
CZ14 SCE/SCG 8.8 11.5 13.2 14.3 24.7 4.7 13.4
CZ14 SDGE 8.8 11.5 13.2 14.3 24.7 4.7 13.4
CZ15 SCE/SCG 0.9 2.4 3.7 3.8 15.7 3.5 13.5
CZ16 PG&E 21.3 25.6 27.0 29.1 37.5 16.3 20.4
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Table 28: Summary of ADU EDR1 Margins and Cost-Effectiveness Climate
Zone
Electric
/Gas Utility
All-Electric Mixed Fuel
Code
Minimum Efficiency
Efficiency +
High
Efficiency
Equipment
Efficiency
+ PV
Efficiency
+ PV +
Battery
Efficiency +
High
Efficiency
Equipment
Efficiency
+ PV +
Battery
CZ01 PGE 11.9 15.7 18.5 19.3 33.5 9.9 18.5
CZ02 PGE 5.7 7.9 9.7 10.8 25.4 5.6 16.6
CZ03 PGE 2.9 4.0 5.9 7.1 22.8 3.0 11.8
CZ04 PGE 2.4 3.9 5.5 6.8 23.5 3.7 13.3
CZ04 CPAU 2.4 3.9 5.5 6.8 23.5 3.7 13.3
CZ05 PGE 1.8 2.9 4.8 6.4 23.6 2.7 16.9
CZ05 PGE/SCG 1.8 2.9 4.8 6.4 23.6 2.7 16.9
CZ06 SCE/SCG 0.5 1.3 2.6 5.0 25.4 1.8 19.8
CZ07 SDGE 0.1 0.9 2.1 5.0 25.9 1.5 20.3
CZ08 SCE/SCG 0.1 0.7 1.8 4.2 25.4 1.6 20.4
CZ09 SCE 0.4 1.1 2.3 4.5 24.9 1.9 19.6
CZ10 SCE/SCG 1.0 2.0 3.5 5.4 25.3 2.5 19.0
CZ10 SDGE 1.0 2.0 3.5 5.4 25.3 2.5 19.0
CZ11 PGE 4.6 7.0 8.6 9.6 25.0 5.4 17.6
CZ12 PGE 4.6 6.6 8.3 9.3 24.4 5.0 16.7
CZ12 SMUD/PGE 4.6 6.6 8.3 9.3 24.4 5.0 16.7
CZ13 PGE 3.1 5.5 6.9 7.8 25.1 3.9 14.5
CZ14 SCE/SCG 3.5 6.3 8.0 9.6 26.8 4.3 14.5
CZ14 SDGE 3.5 6.3 8.0 9.6 26.8 4.3 14.5
CZ15 SCE/SCG 0.0 2.2 2.6 4.4 24.8 2.3 19.2
CZ16 PG&E 11.2 14.7 15.7 18.3 32.0 8.3 18.3
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Cost Effectiveness Analysis: Single Family New Construction 47 References
6 References
Barbose, G., Darghouth, N., O'Shaughnessy, E., & Forrester, S. (2021, October). Tracking the Sun. Pricing and Design Trends for Distributed Photovoltaic Systems in the United States 2021 Edition. Retrieved from https://emp.lbl.gov/tracking-the-sun
Barbose, Galen; Darghouth, Naim; O'Shaughnessy, Eric; Forrester, Sydney. (2022). Tracking the Sun: Pricing and Design Trends for Distributed Photovoltaic Systems in the United States 2022 Edition. Retrieved from https://emp.lbl.gov/tracking-the-sun
California Energy Commission. (2017). Rooftop Solar PV System. Measure number: 2019-Res-PV-D Prepared by Energy and Environmental Economics, Inc. Retrieved from https://efiling.energy.ca.gov/getdocument.aspx?tn=221366 California Energy Commission. (2018). 2019 Alternative Calculation Method Approval Manual for the 2019 Building Energy Efficiency Standards. Retrieved from https://www.energy.ca.gov/publications/2018/2019-alternative- calculation-method-approval-manual-2019-building-energy California Energy Commission. (2021a). Express Terms for the Proposed Revisions to 2022 Title 24, Part 1 and Part 6.

Retrieved from https://efiling.energy.ca.gov/Lists/DocketLog.aspx?docketnumber=21-BSTD-01 California Energy Commission. (2021b). Final Express Terms for the Proposed Revisions to the 2022 Energy Code Reference Appendices. Retrieved from https://efiling.energy.ca.gov/Lists/DocketLog.aspx?docketnumber=21- BSTD-01
California Energy Commission. (2022, Feb). 2022 Single-Family Residential Alternative Calculation Method Reference Manual. Retrieved from https://www.energy.ca.gov/publications/2022/2022-single-family-residential- alternative-calculation-method-reference-manual
California Public Utilities Commission. (2021a). Utility Costs and Affordability of the Grid of the Future: An Evaluation of Electric Costs, Rates, and Equity Issues Pursuant to P.U. Code Section 913.1. Retrieved from https://www.cpuc.ca.gov/-/media/cpuc-website/divisions/office-of-governmental-affairs- division/reports/2021/senate-bill-695-report-2021-and-en-banc-whitepaper_final_04302021.pdf California Public Utilities Commission. (2021b). Database for Energy-Efficient resources (DEER2021 Update). Retrieved April 13, 2021, from http://www.deeresources.com/index.php/deer-versions/deer2021 California Public Utilities Commission. (2022). Proposed Decision of Commissioner Rechtschaffen: PHASE III DECISION

ELIMINATING GAS LINE EXTENSION ALLOWANCES, TEN-YEAR REFUNDABLE PAYMENT OPTION, AND FIFTY PERCENT DISCOUNT PAYMENT OPTION UNDER GAS LINE EXTENSION RULES.

Department of Energy. (2022). Preliminary Analysis Technical Support Document: Energy Efficiency Program for Consumer Products and Commercial and Industrial Equipment. Retrieved from https://www.regulations.gov/document/EERE-2017-BT-STD-0019-0018 E-CFR. (2020). https://www.ecfr.gov/cgi-
bin/retrieveECFR?gp=&SID=8de751f141aaa1c1c9833b36156faf67&mc=true&n=pt10.3.431&r=PART&ty=HTM L#se10.3.431_197. Retrieved from Electronic Code of Federal Regulations: https://www.ecfr.gov/cgi- bin/retrieveECFR?gp=&SID=8de751f141aaa1c1c9833b36156faf67&mc=true&n=pt10.3.431&r=PART&ty=HTM L#se10.3.431_197
Energy & Environmental Economics. (2019). Residential Building Electrification in California. Retrieved from https://www.ethree.com/wp-
content/uploads/2019/04/E3_Residential_Building_Electrification_in_California_April_2019.pdf Energy + Environmental Economics. (2020). Time Dependent Valuation of Energy for Developing Building Efficiency Standards: 2022 Time Dependent Valuation (TDV) and Source Energy Metric Data Sources and Inputs.

E-Source companies. (2020). Behind-the-Meter Battery Market Study. Prepared for San Diego Gas & Electric.

Retrieved from https://www.etcc-ca.com/reports/behind-meter-battery-market-study?dl=1582149166 California Energy Codes & Standards | A statewide utility program 2024-04-26

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Cost Effectiveness Analysis: Single Family New Construction 48 References
Horii, B., Cutter, E., Kapur, N., Arent, J., & Conotyannis, D. (2014). Time Dependent Valuation of Energy for Developing Building Energy Efficiency Standards.

Proctor, J., Wilcox, B., & Chitwood, R. (2018). Central Valley Research Homes Project. California Energy Commission.

Retrieved from
https://www.researchgate.net/publication/342135376_Central_Valley_Research_Homes_Project_-- _Final_CEC_Report
RSMeans. (2022). Cost data obtained from the 2022 RSMeans online database.

Statewide CASE Team. (2017). Residential High Performance Windows & Doors Codes and Standards Enhancement (CASE) Initiative 2019 California Energy Code. Retrieved from http://title24stakeholders.com/wp- content/uploads/2017/09/2019-T24-CASE-Report_Res-Windows-and-Doors_Final_September-2017.pdf Statewide CASE Team. (2018). Energy Savings Potential and Cost-Effectiveness Analysis of High Efficiency Windows in California. Prepared by Frontier Energy. Retrieved from https://www.etcc-ca.com/reports/energy-savings- potential-and-cost-effectiveness-analysis-high-efficiency-windows-california Statewide CASE Team. (2020a). Nonresidential High Performance Envelope Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by Energy Solutions. Retrieved from https://title24stakeholders.com/wp-content/uploads/2020/10/2020-T24-NR-HP-Envelope-Final-CASE- Report.pdf
Statewide CASE Team. (2020b). Residential Energy Savings and Process Improvements for Additions and Alterations Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by Frontier Energy. Retrieved from https://title24stakeholders.com/wp-content/uploads/2020/08/SF-Additions-and- Alterations_Final_-CASE-Report_Statewide-CASE-Team.pdf
Statewide CASE Team. (2020c). Multifamily All-Electric Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by TRC.

Statewide Reach Codes Team. (2019, August). 2019 Cost-effectiveness Study: Low-Rise Residential New Construction.

Prepared for Pacific Gas and Electric Company. Prepared by Frontier Energy. Retrieved from https://localenergycodes.com/download/800/file_path/fieldList/2019%20Res%20NC%20Reach%20Codes Statewide Reach Codes Team. (2021a). Cost-Effectiveness Analysis: Batteries in Single Family Homes. Prepared by Frontier Energy. Retrieved from
https://localenergycodes.com/download/930/file_path/fieldList/Single%20Family%20Battery%20Cost- eff%20Report.pdf
Statewide Reach Codes Team. (2021b). 2020 Reach Code Cost-Effectiveness Analysis: Detached Accessory Dwelling Units. Prepared by TRC. Retrieved from
https://localenergycodes.com/download/760/file_path/fieldList/2019%20New%20Detached%20ADUs%20Co st-effectiveness%20Report.pdf
Statewide Reach Codes Team. (tbd). 2022 Cost-Effectiveness Study: Existing Single Family Building Upgrades.

Prepared by Frontier Energy. Not yet published.

TRC, P. E. (2021). 2020 Reach Code Cost-Effectiveness Analysis: Detached Accessory Dwelling Units.

UC Berkeley Center for Community Innovation. (2021). Implementing the Backyard Revolution: Perspectives of California’s ADU Owners.

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ing Climate Zones
California, 2017
50 cJ Building Climate Zones
LJ County Boundary
SoorCE1: Califomla Energy Commission
100 200
Cost Effectiveness Analysis: Single Family New Construction 49 Appendices
7 Appendices

7.1 Map of California Climate Zones
Climate zone geographical boundaries are depicted in Figure 4. The map in Figure 4 along with a zip-code search directory is available at: https://ww2.energy.ca.gov/maps/renewable/building_climate_zones.html Figure 4: Map of California climate zones.

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2023 Electric California Climate Credit Schedule
PG&E
SCE
SDG&E
February or
March
$38.39
$71.00
$60.70
April May June July
Residential Natural Gas California Climate Credit
Aug
In 2023, the 2023 Natu ral Gas Califo rnia Climate Credit will be d istri bute d in February or Mar ch instead of April.

Sept Oct
$38.39
$71.00
$60.70
2019 2020 2021 2022 2023 Total Value Received Per Househo ld 2018-2023 PG&E $30 $25 $27 $25 $48 $52.78 $208
SDG&E $34 $21 $18 $43 $43.40 $162
Southwest Gas $22 $25 $27 $28 $49 $56 .35 $207
SoCalGas $50 $26 $22 $44 $50.77 $194
Cost Effectiveness Analysis: Single Family New Construction 50 Appendices

7.2 Utility Rate Schedules
The Reach Codes Team used the CA IOU and POU rate tariffs detailed below to determine the On-Bill savings for each package. The California Climate Credit was applied for both electricity and natural gas service for the IOUs using the 2023 credits shows below.22 The credits were applied to reduce the total calculated annual bill, including any fixed fees or minimum bill amounts.

Electricity rates reflect the most recently approved tariffs. Monthly gas rates were estimated based on recent gas rates (November 2023) and a curve to reflect how natural gas prices fluctuate with seasonal supply and demand. The seasonal curve was estimated from monthly residential tariffs between 2014 and 2023 (between 2017 and 2023 for CPAU). 12-month curves were created from monthly gas rates for each of the ten years (seven years for CPAU).

These annual curves were then averaged to arrive at an average normalized annual curve. This was conducted separately for baseline and excess energy rates. Costs used in this analysis were then derived by establishing the most recent baseline and excess rate from the latest tariff as a reference point (November 2023), and then using the normalized curve to estimate the cost for the remaining months relative to the reference point rate . 22 https://www.cpuc.ca.gov/industries-and-topics/natural-gas/greenhouse-gas-cap-and-trade-program/california-climate-credit California Energy Codes & Standards | A statewide utility program 2024-04-26

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Cost Effectiveness Analysis: Single Family New Construction 51 Appendices

7.2.1 Pacific Gas & Electric
The following pages provide details on the PG&E electricity and natural gas tariffs applied in this study. Table 29 describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $0.07051/ kWh was applied to any net annual electricity generation based on a one- year average of the rates between December 2022 and November 2023.

Table 29: PG&E Baseline Territory by Climate Zone
Climate Baseline
Zone Territory
CZ01 V
CZ02 X
CZ03 T
CZ04 X
CZ05 T
CZ11 R
CZ12 S
CZ13 R
CZ16 Y
The PG&E monthly gas rate for G-1 in $/therm was applied on a monthly basis according to the rates shown in Table

30. These rates are based on applying a normalization curve to the November 2023 tariff based on ten years of historical gas data. Corresponding CARE rates reflect the 20 percent discount per the GL-1 tariff.

Table 30: PG&E Monthly Gas Rate ($/therm)
Month Total Charge
Baseline Excess
January $2.05 $2.43
February $2.08 $2.46
March $1.92 $2.31
April $1.80 $2.20
May $1.77 $2.18
June $1.78 $2.18
July $1.80 $2.20
August $1.85 $2.26
September $1.92 $2.33
October $1.99 $2.40
November $2.06 $2.46
December $2.05 $2.44
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idential
GAS
Baseline Territories and Quantities 11
______ E_ff_ e_ ct _iv_e_,AP.ril 1, 2022 - Prese nt
BASELINE QU ANTITIES (Therms Per Day Pe r Dwelling Unit) Individual!}'. Metered
Baseline Summer Winter Off-Peak
Territories (April-October) (Nov, Feb, Mar)
Effective Apr. 1, 2022 Effective Nov. 1, 2022
p 0.39 1.88
Q 0.56 1.48
R 0.36 1.24
s 0.39 1.38
T 0.56 1.31
V 0.59 1.51
w 0.39 1.14
X 0.49 1.48
y 0.72 2.22
Master Metered
Baseline Summer
Territories (April-October)
Effect ive Apr. 1, 2022
p 0.29
Q 0.56
R 0.33
s 0.29
T 0.56
V 0.59
w 0.26
X 0.33
y 0.52
Summer Season: Apr-Oct
Winter Off-Peak: Nov, Feb, Mar
Winter On-Peak: Dec, Jan
Advice Letter: 4589, -G
Decis ion 2 1-11-0 16
GRC2020 P h II [Appli cati on 19-11 -019]
Fil ed: Nov 22, 2019
Winter Off-Peak
(Nov, Feb, Mar)
Effect ive Nov. 1, 2022

1.01 0.67

0.87 0.61

1.01 1.28

0.71 0.
67 1.01
Winter On-Peak
(Dec, Jan)
Effective Dec. 1, 2022

2.19 2. 00

1.81 1.94

1.68 1.71

1.68 2. 00

2. 58
Winter On-Peak
(Dec, Jan)
Effect ive Dec. 1, 2022

1.13 0.77

1.16 0.65

1.10 1.
32 0.87

0.77 1.13
Cost Effectiveness Analysis: Single Family New Construction 52 Appendices
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Gas and
Elet:tlic Compaay·
Revised
Cance.1/'irrg' Revised
Cal. P.. U. C. Sheet No.

Cal. P.U.C. Sh eet No.

U JQ, Oakland , Califomia
ELEClR IC SCIHElilULIE E-TOULC Sheet 2
RESI DENTIAL TIM E-OF-USE (PEA K PRICI NG 4 - 'El p.m . EVERY DAYJ RATES :
(Coofd. j
E-TOU'-C TOTAi.. BUt~lilLED RATE'S
Total En l!f", g(Y Re es (S pe; r kWh)
Su-mmer
ota'I Us9sge
Bas,e ine Ciredil ,(App l" d to Baseli11e Usqe 0 11ly)
Winte r
ol Us9sge
Base ine Ciredil ,(Appl" d to Baseli11e Usage 0 11ly)
Delivery Minimum Bi Amount per meter pl!I" day }
Californ ia Clim ate Cred it (per household. per sem i anm1an paym eill occurr ing • the Maren • and Octobe r
bill cycles)
PEAK
~0 . .53933 1 ( 1)

0..()885 1), (R)
~0.43002 (I)
f$01l8 8.51), (R)
~0 . .37612
($3R3Q)

OFIF-PEAK
3().4558-Q !I)
(3().08851) (R)
3().40827 !I)
(3().08851} (R)
56550- E
5622.Q.!E
Total bt md d service charg es s ~ □ w n on cust □rnl!l" ' s bi s are unbundl ed accord ing to the component rs es slhown below. Wh ere the d ive;ry m·nimum bi ll amount appl s. lhe cust □m er ' s bill wil e qual lhe, sum of (1) tti e de.livery min·mum b .ill amoun t.p us, (2) for bu11dled service. the ge.nerafion rs e , • es lhe num ber o kWh usedl. For revenue acco u.n i11. g1 purposes. lhe revenues from the delivery l'l'.-nimum bill amou11I I be assi.gned o the T ransmiissioo. Tran smi!.sion Ree Adjusl meni:s, Re sbilJly SeNi ces, Public P u rp □-se Programs , Nucl ear Dec□ m m rssi oo i ng, , Competilioo Tra ns:ition Cnar,ges, Ellergy O□-s t Recovery Amoun Wil dfire Fund Ch!arge, and N ew System Gelle.ati□ n C!i arges b.ased on kWh usa.ge im es the corres, poooing u nbundled! ral:e compooe:n per kWh. with any r esiidual r evenue asisigned to Dis ,"bution.
• Pursua:n . to D.23.-02--01 . disbursem!!ll t o' t he Apr il 20'23 resiiden ·al Climate Cre dit s'hall begi11 b.y March 1, 2023.

Advice
Decisio n
7iOOQ..E fssriedby
Meredlith Alfen
I/foe PrEeidenf , Regu lat.c,y Afrairtt
Submitt ed'
Effective
Re,sorutfrm
(Con ·nued)
Au gust 25, 2023
Cost Effectiveness Analysis: Single Family New Construction 53 Appendices
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-
Ga.s ,and
Electric Campany"
Revised
Ca.ooelTirig Revised
car. P.U.G . Sheet UD.

Cal. P.U.G . Sheet Wo..

U 39 OiJWimd, Callfumia
ElJECTRIC SOHEDULE E-liOli.l-C Sheet 3
RESIDE!NTIAL TIME-OF-USE ,EAK IPRtCI G - Q pJm. EVERY DAY) RATES:
(Oonfdlj U BU f/lDUNG OF E-T~C TOTAllRAli ES
IErterg~ Rai,,, by Component ($ JI"" Wh) PEM
G,oraen'lion:

S!!Jrraner( .,, ago-) $(1.1!1rnl
Worris( u, age) $0 .1'916
Distribul i'on..,:

S!!Jrnm,r (31 .,, ago-) $(1.17112!1
WoniB( u, age) $(1.11618
Co 11,.,.rv.rtiion1 l 11<"'1.ll.,e, Adj,us'lm.errt ~ • o!ino U, ogi,) Co.11, .,.rvi:ltion ,....,1 1 .... Adj,u,.im.e rrt (O.,, r 131,:.,. lin"' UsaiJOj lrara ,mission" (a 11, 090-)
lrara ,m sion Rai:e Adjusim.,nls" (all """!!" )
R:.!liiabllity S.-:n,t<>es" (all "'""!II' ►
Pub lt<: PulJI"""' P,o.ip-.,,ms (aU " ' "3"')
u::cl9r De,i:;:cmm i~ sKNl~ 1 { ml usage')
ComplO!ition lra □ s ili <111 Cl'l..-gl'!•• (d "'"9" )
E □ ""9)' C·o:•I Re "o""'.I}' Am<iu □ I (all "'"3")
llfi«, Fu □ d Cho rgi, (all us3gi,)
IN- Sys.ii,m Gl!'.n<1ra.Uo11 Cl'r"'lJ" (all =IJ"r'
llfi«, H;:,;1dcmi□9 Cb..-g:o, (:oil us390,)
RMc ..,ry IBood Cb..-gl'! (,ill u=gJOj
RMC'11',Y IBood c...m (a, .,, ago-)
Bu □ rl l r,d ~aw..- Clhiorgo, ra rlll:f...., □ c:e Adj us.iml!'.nl jail u••ge)"' jl)
jl)
OFF•PEAK
$0.13432
$0.1241 3
$(1.15112!1
$0.11286
(Sll.ll2:2161 II)
:SILil6635 II)
$1Ul5254
SIUl0069
$1Ul0069
$1Lil2578
$1Lilll 135
$1Lil0030
(SILil0071 I
$0.llll530
SIUlll3-46
SIUlll254
(llLilll528 IR)
(SILil(l5281 II)
SILil1300
II)
jl)
' Tr ansmission, ransmis;sian R-ale~ is anm R~ SEil'Vioe ciilarges are combined .r prese11i aiian oo oosiama bills..

Disi:lbru on and ew System Ge111Braiion Oharge:s are cantited far presentation , om customer bills, .
... Direct A~ Camnwn il'f Chaioe ~~"1iorn "nd T,..,,,i,.,,... 1 Bun Setvioe• CLimDm..-. µ• y " ~plicaliile· Visit,,gr:<1 Power Qhzugi, I err:mcr, Adjimrnenl . G..,,_.,,.,,.,., "ml 8ur,:l led F'CIA ari, oombinedl for "'"""""''ion o:□ l:<Jndled c:usD:lrnor bills.
~ 1 -E
56230-E
(Comtinued)
Aa'.-ice 7CKKlcE
Deci;S;ioo
is,5ue,d , by
Meredith Allen
Vice Presid'ellf, Regulatwy Affair5
S!mm!l'i'ed
Bfedm,
Reroll.t5oo
Augus,t Z5. 2023
Sep ember . 2023
Cost Effectiveness Analysis: Single Family New Construction 54 Appendices
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ific Gas and
Electric Com pany
U 39 Oakland, California
Revised
Cancelling Revised
Cal. P.U.C. Sheet No.

Cal. P. U. C. Sheet No.

ELECTRIC SCHIEDULE E-ELEC Sheet 2

RESI DENTIAL TIIME-O F-USE (ELECTRIC HOME)

SE RVICE FOR CUSTOM ERS WITH QUALI FY ING ELECTR IC T ECHNOLOGIES 56547 -E
56226- E
RA TES:(Cont'd.)

TOTAL BUNDLED RATES
Base Services Charge ($ per meter per day)
Total Energy Rates ($ per kWh)
Summer Usage
Winter Usage
California Climate Credit (per house: hold, per
semi-annual payment occurring in the March1
and October bill cycles)
$0.49281
PEAK
$056589 (I)
$033438 (I)
($38.39)

PART-PEAK
$0.40401 (I)
$0.31 229 (I)

OFF-PEAK
$0 34733 (I)
$029843 (I)
Total bundled service charges shown on a customer's bills are unbundled according lo the component rates shown below. .. ...
t
UNBUNDLING OF TOT A!l RATES
Energy Rates by Component($ per kWh) PEAK PART-PEAK OFF-PEAK Generation:

Summer Usage $0.28 164 $0.18253 $0.1 3743
Winter Usage $0. 11951 $0.09954 $0.086 19
Distribution"":

Summer Usage $0 17932 (I) $0.11 655 (I) $0 10497
Winter Usage $0. 10994 (I) $0.1 0782 (I) $0 1073 1
Transmission* (all usage) $0.0525 4 $0.0525 4 $0 05254
Transmission Rate Adjustments* (all usage) $0 00059 $0.00059 $0 00059 Reliability Services• (all usage) $0.0006 9 $0. 00069 $0.00069 Public Purpose Programs (all usage) $0.02578 $0.02578 $0.02578 Nuclear Decommissioning (all usage) $0.00 135 $0.00135 $0.00 135 Competition Transition Charges (all usage) $0.00030 $0.00030 $0.00030 Energy Cost Recovery Amount (all usage) ($0.0007 1) ($0.00071 ) ( $0.00071 ) Wildfire Fund Charge (all usage) $0.00530 $0.00530 $0.00530 New System Generation Charge (all usage)** $0.00346 $0.00346 $0 .00346 Wildfire Hardening Charge (all usage) $0.0025 4 $0. 0025 4 $0 .00254 Recovery Bond Charge (all usage) $0.00528 (R) $0.00528 (R) $0.00528 Recovery Bond Credit (all usage) ($0.00528 ) (I) ($0.00528 ) (I) ($0.00528 ) Bundled Power Charge Indifference $0.01309 $0.01309 $0.01309 Adjustment (all usage)***
Transmission, Transmission Rate Adjuslrnenls and Reliability Service charges are c ombined for presentation on customer bflls.

Oistrlbulion and New System Generation Charges are combined for presentation on cu stomer bills .

Direct Access, Community Choice Aggregation and Transitional Bundled Service Customers pay the applicable Vintaged Power Charge Indifference Adjustment. Generation and Bundled PCIA are c ombined for p reserilation on b undled customer bflls.

Pursuant to D.23- 02-014, disbursement of !he April 2023 r esidential Clim ate Credit shall begin by Maret, 1, 2023. (I)
(I)
(R)
(I)
(Continued)
Advice
Decision
7009-E Issued by
Meredith A.lien
Submitted
Effective
Resolution
Aug ust25 , 2023
September 1, 2023
Vice President, Regulatory Affairs
Cost Effectiveness Analysis: Single Family New Construction 55 Appendices
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Gas and
Eteclric Compaav·
U 3g, San Francisco, California
Revised
Carree.I/JIN)' Revised
Cal. F':.U.C. Sheet No.

Cal. P'.U.C. Sheet No.

EILECTRIC SCHIED'U LE ID-CARE Shee,t 1

LINE-ITEM DISOOUNT FOR CALIFORN IA AL TERNA TE RA TES FOR EN ERG Y (CARIE)

CU STOMERS
APPLICAB IL!llY: This sched ule is s pp'.licab lo s·ngle-phase and pofypllas,e, residen ·a1 service iri single- a:mily dwellings ,and in ·flats arid apantmenls separstel )" me!sed by PG& E and domeslre submetered tenants r,esid ng iri mu • smily a:ccommodafions. mobi hom e park s and to qu a: ifying re creat ional vehicle p ks , and ma:ririas and to, farm selVice on lhe premises operat ed b-y ne per soo whose residence is supp'.lied lhrough the same meter, where the appfican , qualifies for Ca!ifomiB Alternat e, Rs te.s for Energ y (CAIRE) un der lhe eligib ility and certificat ion criteria set rorlh in Elec ric Riule lG. 1. CARIE service is availab le on Schedu les E- 1, E-6. E-T OU-8 , 54734 -E
534.24.JE
E-TOIJ-C , E~TOU-D. EV2. E-EILEC. EIM. ES. E SR ET and EM-TOU.. (T) TEIRRITORY :

RA ES:

This rs : e schedu le app lies eve rywhere PG&E !Provides e ciric service.

Custom ers. I ·ng se,rvice on this rs e sche dule whose , ofueJWise app licable rs e schedule has 1no Delivery ~fin·mum Bi ll Al'llloun ( Sched ule E -iEl EC)will receive a GARE percenlag e disoount of 35.000% on heir to! bu ndled ooarg es (eJ{cept for lhe California er ate Credit, which will rio bed sco1mted )c CuiStol'lllers l:a~irig service on lhis rate schedule w hose ofherw ise ap ica'bte rate schedu'le has a Delivery Minimum 8 I Amount ( I other schedu!es) willl rece ive a CARIE percentage ,disecount f' A" or ·c· bel ow} on lhe " tota'l lbundled charg es on In • r otherw ise app ca'ble rate, sched ule (el{CE!pt for the Cali omia, C:lima :e a rec:1· , 'Whicll will no.t be, discounted) and so will recej'Je a percentage disco un ("8" or "D" below) on the d.elivery mi im um bi amount, i applicable. T he CARE d1sco1mt will be calculated for dire ct BCCess and ,community choi ce aggregal!ioo custo mers based Ofl the tof ch arges as i ttiey were :subjecl o bund led service ra es.

Discounts will be app ed as a residual reducli'ori to di:stribuliori cha rg;es.. after l:l GARE cusf:omers , ar, e, exempted from 1he Wildfire Fund Charge. !Recovery Bood Gharg e, Recovery Borid Cr,edi and lfl e CARE surdla: rge portion ,o.f the pub'lic pu rpose program cha:i;g;e u;sed to fund lhe CARE discoun t These cond inoris afso app~ : o ma,ster-metered ,customers . and to qua lified , sub-m etere d · enan,ts where lhe msster-flileter customer is join ry serve d u der PG&Fs Rate Sched ule D GAIRE and :either SC:hedu IBM. ES. E SR ET. ,or EIM-TOU.

For m aster-metered c1,1s om ers 'Whe.re one or more of the subme· :er·ed ten ants qlllBlifies for CARE rates under the elg ility and certiiical ion criteria sel forth iri Riute Ul. , 19.2. or 19.3. tile CAR E disco unt is equ to ,BJ per cen :a,-ge ("C" below) of the total bundl ed char,g;es. mull iplied by the numhe .r of CARIE units. di,.,ided by lhe ota l num ber of uniis. l ri addi:lion, master-met, ered customers eligible for D-CARIE I r eceive a perce ntage discount ("O" below) ori lhe d i v::ery minimum bil amo unt, i ,applicable .

I ii. is fhe re5(por.sibility of he, mas. er-metere cus omer to Brlvise, PG&IE wtlh in 15 days following an',' chal'l!lle iri Ill e num ber o· ·dwe il'l!ll 111ntts andfor , an',' ,decrease in lhe num ber of qu ifyi,_g CARIE 9spplicarits lhat results w hen such , app1 icant:s move out of lheiir su'bmetered or rion-subm etere d dwe l mg uni or submete red pe:rmar.ent-res idence RV or permane nt-residen ce boat. { )
I
I
{N)
(T)
I
(T)
(T)
(L)
I
(L)
(Con ·nued)
Cost Effectiveness Analysis: Single Family New Construction 56 Appendices
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Gas and
Elecllic Compaav·
Revised
CaIJce.1/irrg Revised
Cat P. U. C. Sheet No.

Cal_ P. IJ. C. Sheet No.
5620i8-iE
56020JE
U lQ, Sa11 Francis co, Ca lifornia
EILECTRIC SCHIED'ULE ID-CARE Shee,t 2
UN E-ITEIM DISOOUN T FOR GAU FORN IA ALT1 ERNA l"E RA TES F OR ENERG Y (CAIRE)

CUSTOM ERS
RATES : (Cont'd)
S!PECIAL
CO NDITIONS:

Advice
Decisio11
61l68-E
A . D-CAIRE Di;scount 34.96<5 % (Percent) rn
B. Delivery Minimum I Bi Ois=un - 50.000 % (Percent )
C. Mlasrer-Meter D-CARE Di;scount 34.96<5 (Percent) (ll D. MlasterJMeter Delivery Minimum 50.000 % (Percent )
Bill Disco un t

1. OTHERWISE APP LICABL E SCH ED ULE: T he Special Coooi'liions of t he Oustomer"s othe11Wise app ica'bl.e rate sche,a 'le will apply l:o tti is schedule ..

2. ELI GIBILITY: T, o be elrgible to receive D-CARIE the .applican.t rrwst , qu alify under he criteria. set forlh in PG& E." s E!ectric Ru s. 1'!l1 . . 1, 19.2. and 19.3 and mee lhe certffice ion requi rements hereof ro the salisfact iOill of PG& E. Q ualifying Oirecl Access . Community Choice Aggreg , a ion Service. and Tr ansi'liionel Bundle Service custometrS are also eligible to tal e service on Sched ule 0 -GAR E.

Appl icanls may q;ualify· for ID-CAR E at tti e·r pt"irnairy re-siden.ce only. Cu stom e,rs or sub- me : ered t.e;nan1s. participating ·n · lne Family E clric IRa.te Assistance (FE:RA) progra m cannot concummf ly partic ipa e in lhe CAIRIE iml!gram. 1-s.sr,edby
Me,;e-d"i.th Aile-a
Vice Pf"esidfmt, Regu ,ato,y Affa irs
Subm itted
Effective
Res ofufi.oo
.luly 1, 2023
Cost Effectiveness Analysis: Single Family New Construction 57 Appendices
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Summer Daily Alloca tions (June through September) Winter Daily Allocations (October through May) All-
Daily kWh Electric
Baseline Region Number Allocation Allocation Baseline Region Number 5 6
8 9
10 13
14 15
16 17.2 17.9
11 .4 8.8

12.6 9.8

16.5 12.4

18.9 15.8

22.0 24.6

18.7 18.3

46.4 24.1

14.4 13.5

SPECIAL CONDI TIONS
5 6
8 9
10 13
14 15
16 Schedule TOU-D

TIME-OF-USE

DOMES TIC
(Continued)

1. Applicable rate lime periods are defined as follows:

Option 4-9 PM, Option 4-9 PM-CPP, Option PRIME, Option PRIME-CPP :

Sheet 12
TOU Period Weekdays Weekends and Holidays
Summer Winter Summer Winter
On-Peak 4 p.m. - 9 p.m. N/A NIA N/A
Mid-Peak N/A 4 p.m. - 9 p.m. 4 p.m. - 9 p.m. 4 p.m. - 9 p.m.

Off-Peak All other hours 9 p.m. - 8 a.m. All other hours 9 p.m. - 8 a.m.

Super-Off-Peak N/A 8 a.m. - 4 p.m. NIA 8 a.m. - 4 p.m.

CPP Event 4 p.m. - 9 p.m. 4 p.m. - 9 p.m. NIA N/A Period All-
Daily kWh Electric
Allocation Allocation

18.7 29.1

11.3 13.0

10.6 12.7

12.3 14.3

12.5 17.0

12.6 24.3

12.0 21 .3
99 18.2

12.6 23.1
(T)
(T)
Cost Effectiveness Analysis: Single Family New Construction 58 Appendices

7.2.2 Southern California Edison
The following pages provide details on the SCE electricity tariffs applied in this study. Table 31 describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $ 0.06030/ kWh was applied to any net annual electricity generation based on a one-year average of the rates between December 2022 and November 2023.

Table 31: SCE Baseline Territory by Climate Zone
Climate Baseline
Zone Territory
CZ06 6
CZ08 8
CZ09 9
CZ10 10
CZ14 14
CZ15 15
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ern C ifom· Eidis.on
RDS-emea d. California (U l38-E)
Revised
Caooe i~ Revised
Cal. PUC Sheet No. B5 11-E
Cal. PIUC Sheet No. 745D2--E
S@edule JOY-P

TIM E-OF-USE

DOM ESTIC
(Continued )
Shee 2
Custo mers weoeiving service uooer lhis Sched ule wi be charged lhe applicable re es un er Opt or1 4-9 PM.

Opi ion 4,Q P MI-CPP. Op!i:or1 5-8 PM. Option 5-8 PM-C PP, Opt ion PRIME. Option PR IME-GIPP Opiia n . A.

Opt ion A-CPP, qplic:m B, , o:r Option B-OPiP. as li sted bel ow. CPP E vent C lla1rg;es wi aipply to all , energy usage du rir191 CPP Ev errl E n.ell'{ly C h.arg e periods and CPP Non-Evenl Energy Cre dits will apply a,s a, red11ctiOJ1 OJ1 CPP NOJ1-Event Ene rgy Cr,edit Periods duri ng S• ummer Season days_ 4 :00 p.m. to 9:00 p .m.,. as de.!>cribe.d in Special Cond i ions 1 and 3. below:

PvUm,1-a FMl •PlzllFE :f:4, P.M-etF'
Ea, ■ c!iD" OJ,~• - &ih.Whi
~rnm•r !?i• ■ :acm - 0111-J>.M
Mid-Pa.a.

O t~P.aill.

W rnla r ~ ... :iu::m - •1itrrP..ai.
tla ■ l c Ot targ ■ - $1'd•y
O t1-l'w
S upt1r-OII!--,-.

D.:til~!I tfi!J

0.22:l~~lfi!J
D.::t+>1Zl~tfi!J
D.:niitol"ll<J
o .:;...,;i:;11<1
0 .::2':2511 51 IA J
Sm~ I __,: ■ , ¥ fe-,:itu1c ■ D.03 ii
Mu tt t-fi ■ m1l :,i R-td..-.c ■ 0.024
M•m nourn Ca,..11;1.- - litday
g;lnJilhl F ■ r nilllv R_td_..c ■ 0 .341!!i
Mu tt1 -fl ■ mll:,i fi!-tdlU"lc ■ Cl .341!!i
M m nnirn Ctt..ll;I ■ (1Mat1 1c_. 8_,. l l n ■ t· - • - St\clay !l lnlil hl ■ rrui.y- H-tdanc ■ 0 . 1 f ::S
Mu tt l -F ■ m1l y R-ii:1 ■:nc ■ 0 . 1 1;S
C...11lttm II C I 1nu l:■ CNllcH m
C...11f1:1tr.1l11 A1 ll ■ i: r.u1 L■ F-i! ■ ltl::1 ia r En ■ • 'ljD'[).acaWlL - %
11n1il:, E lac'lmc Kail::. Awam., 11 r.1c ■ IChac:ciu
0eflm 1 1a FM::!stt
CiPiPo E.,,..nl Ent1rH¥ Cti11.r:lijltl - !l.!kV'.-ih
Bt:.un:m•r 0-1"1 N'c:l~E.-.. ITI Cil'!IIIM
On ~ ■::. Ii: &~r Or.tr - '$ni.Wh
M11,umum A..,11il11b 'hl C ru :11I - SJ1i:: w11· ~--
S:um rrN r 8•aaian1
100 .01.Y
l fll) ..00
tw.tlr.111r ■ .filcl11J '
ucH-
D.2:!S43 Cl~
IJ .1'r2ifU' 41~
o .1 , ~2 c1,
0 .2 , , ~2 c•~
u .1~1:1~1 c1,
u .1 11:1510 41 ~
o..uouou

0.00000
0 .00000
0 .00000
0 .00000
o.ououo
o.ououo
" RIIPRI"°""' 10lni ol lho ds>:oonl. PlilllO'll'lagO .. ""'°"' In "F!'ll:o'Ullo Spo<lo'I OXa:l llcn oll lht. ~lo. "" 11ha ~lillmum Clllat{I• ·~ ¥<ho;o Dolhaty Slinllce Ena,w Chorga. ~us Iha ,.~ le...Jc Ch•rg,o lo lciss 11\a;O MltBnum Ch•rg;t> ... Th•Ofl9!'i111! C001pa!JkJn T,..,.llo nC11arga C1iC (!l>l.C!Xm r,orkWh Is rK<J"....-..:lln lha UGcom~ci'Gcmor.J {I) """"11ha B.aisa' na c...m" • .,. up ID t lllnl ol'lho s- na Jllb:a r~lo<• ci' llma-Ol'-Usa· llme p<Hbll. .ildl~Jkln>II Ba..i -on• ai:;,lr tor OUSll>ma,.. 11o,at Pump W....,. H-. oal\lO!I ..,_ Opll:ill. illlfl l!.aoa na Jllb:all:m ara "'"kclh POii nal)l ,5tll4man l, IP..-t H . --·~n.e M;axlrurmA'...n.tlo Oradn r• c• ~pad <Ndl omoum l:ltrCRP CU.lllffili<S a..i paJtlcJliO'".ng Lo at.or <lcmand ,..pon.., puq • , T lltll = iT<rtill Ol>ll;Ol)I &Mc,o r ... •PP1- ID Et.ullad ~ lllract Ac-• (CAI and Domnru COOil>o Aqg~n s.r-.1<!e (OCA ,5""""' ) OUSIDmo .... ~ l)j), - C-0!. San,.,.. Ousli>mlJr> ... not "-tl!DC!"' Iha CWRBC la c,mponan1 (If &:'had bul lo<laall - Iha CWRBC"' l><tnlldad lrf Smodll la DA-CR.8 or Bc/urdula OCA-CRS . 2 Ganar.allon: Tha G.ofl ,_ ... •P~ a ant, ID Eil:dad S<ilMco Cll<IDtnlOS. &:<> 8,poc:J;II Goodl1l ll<lk>w PCL!I """""'Y · ~ Dl\'R EG = ~ oll ,..,.1. , Fill-- ID'NR) E""'V, C.-.dlt - For mD<e lnllin'nOIJcn'"' Iha [Jl'IR Enorgf G r..:! ..... B l'ltJ Galwl !>Pli<I °""1lkio oll IN• Smtd.Ja.
4 APf!l '"'an aqua! b•"•· parh<rus"'1ol:I, samls .alt,. Boa Spodl>I C<>!dtlcm offlilla &::hadulo !or'""'" l\>m'>:lllon. (To be inser!e<I by ulility)
Advice 'IQ2QJE -----------Dec i iSio l'I
:l\'fJ:!
(Conlin u:ed)
lssu:ed by
Michae!l Bacllslrom
Vice...,E sident
(To be in,s-erted
Date S>ubm" i e.d
Eifectiv e
Reso i on
yCa l. PUC)
Dec 28, 2002
Jlen 1. 2023,
Cost Effectiveness Analysis: Single Family New Construction 59 Appendices
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lHI -L..N.. IIUnl ._
ED ISO
-'•l:n'lllU/1'.LVfT-A,Ar.lo:.•~ ·,w,:, _ _,...,
Southern California Edison
Rosemead, California (U 338-E) Cancelling
Revised
Revised
Cal. PUC Sheet No.

Cal. PUC Sheet No.

RATES(Con tinued)
Schedule TOU-0

TIME-OF-USE

DOMESTIC
(Continued)
Option PRIME I Option PRIME-CPP
Energy Cnarge - $/kWh/Mele r/Day
Summe r Seasc n
I
Delivery Service
Tota l'
W inter Seas-on
On.Pesk
Mid.Peak
0 .Peak
Mid.Peak
0 .Peak
St1per-O ef' esk
Fixed Reco very Charge - SJ1.Wh
Basic Charge - $!'Mete r/Day
EV Meler Credrt (Separate ly M etered E
EV Submele , Credit - $/Meler/Day
Cefifomia C limate Credit 10
Cefifom ia Alternat e Raf es. for
Energy Discou nt - %
Family Electric Rate Assistance- Discou
M edical Line Item Discount - %
Option PRIME-CPP
CPP Event Energ y Charge - SJ1.Wh
Summer CPP Nor>-Event Ctedil
On.Peak Ene,g y Cre cfrt - $/kWh
Maximwn Ava ilable Credit - $/kWh m '
Summer Seas-on

0.22789 (I)

0.15191 (I)

0.23353 (I)

0.14 530 (I)

0.00260 (I)

0.427 [/)
(0.323 )(N)
(0.111 )(R)
100.00'
100.00
100 .000
Gen.eratioo'
U G,. I DWREC'

0.42769 (1 ) 0. 00000

0.1 522 1 ([) 0, 00000

0.10 1 162 (1 ) 0, 00000

0. :Je028 (I) 0.00000

0.00630 (/) 0. 00000

0.00630 (I) 0. 00000

0.80000
(0.15 170)
(0.7 1812) (R)
Rep,esenis 100% of the discoont percen1.lge as shOWTI in the applicable Special Coodition oifhis S~u/e. ~ Thoqoing Compecition T,ansition Charge (CTC} ol" (S0.00003) per kWh is recovered in !he UG oomponetll of Generation.

SheetG
I
I
Tho Maxiroom Available Credit is me capped credit amount ior CPP Customers dual participa1 ing in other demand respoose programs. 86132-E
85624-E
TCllal = Total Delivery Service rates are applicable to Burded Service, Dwect Access (DA) and C<immuoi1y Choice~regation Servic,, (CCA Serwie ) Customers.. except 0A and CC.A SeNice Customers are not -subject to me D'INRBC ra:e co.mpooem of this Schedule but instead pay the- DWRBC as provided by Schedtte DAsCRS or Sch CCA-ORS.
2 Genera:ioo = The Gen rates are appka'ble 0Jiy to Bundled Semce Ctis1omers. See Special Condition below for PCIA reoove,y. 3 DWREC = Departmenl of Water Resouroes (DWR) 81',ergy Oredit - F or more iniormatton on he DWR Ene<IJI' Credit, SE<: ~ Billing Cale Son Special Condiiion of this Scheclule.
4 App Tied on an equal basis.. per househo'k:j, -semi-aMUli:llly. See-the Special Cond'ffions of this Schedi:6e for mo.re informatooffl. (To be inserted by utility)
Advice _5=---'0'--'4---'--1--=E'------
Decision
(Continued)
Issued by
Michael Backstrom
Vice President
(To be inserted by Cal. PUC)
Date Submitted Ma 30 2023
Effeotive Jun 1, 2023
Resolution
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C iforn· Edi son Revi:sed Cal. PUC Sheet No. 85618-E
Rosemead. car 01111ia (U 3-38-E) Cance i~ Revi:sed Cal. PUC Sheet No. 85109-E S .cbepU')e D-CA81E .Shee 1

CALIFORN IA AL TERNA TE RA TES FOR ENERG Y
DOMES C S5 RV IGE
Af'PU ICAB ILITY
~pp licab le to domes lic service to CARE househo lds re sidmg in a pe. rmanen t Sing -F amily Aoc ommod!alion ,or M'u[tifamily Accom mod ation wh ere he customer meets al t he Special Coru:laions of this Scll edu'le. C ustomers emolled • Ute CARIE program are, not eligible for lhe Family Bl ectric Rafe Assis ance , (FERA} program.

Rursua nt ro Spec ial Corwffio n 12 nere illl. customers receiwng se.rvice unde.r fh"s Scnedule are e~ le · o receive lhe, Californ ia er ate Credit a:s snown in the Rates secti oo below.

I ERRITQBY
Witihi'n tll e entire terri my s!!1Ve<il.

RATES
The ,applica,ble cnarges set orth in Sdhedu D sna I s pp/ly to Customers served under this Sc'.hedu _ CAR E Discounl:

A 2Q1.8 pe.roent discounl is ,app lied o a CARE Customer's Dill prior o lhe app l" lion o ·the I Pu ic U i · e-:s Oommis ,s.ion 1R, ·rnbursem enl Fee (PUCR F) and s ny applicable UiSe r fees . t axes. and !ale payment charges . GARE Cus om ers are r equired to pay the PUC!RF and a ny applicable u se:r fees . taxes . s ndl late payment charges ·n ru'IL In addition . CARE Custom ers sre exempt from pa·ying lhe CAIRE Surcllarge , of $0.0088S per Wh and t he lNild re F und Non--Byp,assable Clla:rg;e , of $10.00,5310, per kWn. tR) The ,:W.S percent di scount, i11 add i ion ro tll es-e exemp tion s res,u in an averag e e .'ectivE CARiE Discount of 3-2.5 pe:r·ce:n
(To be inserted by ulility)
Adivice '1977-iE ----------
Deci:sion 23- 01-'002
rHri 22- 1.2.!00 1
tCon ·111.red }
Issued by
Mic.hse'I Bacllslrom
Viice_ Preside nt
(To be inserted by Cal. PUC)
Date Sub mitted Feb 27. 2023
E; ecliv e M a:r '1, 20123-
Resotu ion
Cost Effectiveness Analysis: Single Family New Construction 61 Appendices
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California Gas Company
Residential Rates
N0\--23
l"rocur ment Transportation ew Rat. e ew Rat. e Absolute Custome r Tyl)9 Commodty Rate, Chaige Charge Elfecdve Effecdve Rate % I Ra,te Sc!hooull!I Charg. e Type ¢fth8rm ¢ftl'lerm 11'112023 10/112023 Change Citlange, Resld0ntlal l lndlMdually M tfll'8d
Scoodu ,No. GR GR 13.asel oo 67.806 86-490 154296 125.096 29200 23.3% Res. SeMCa GR on Basel oo 67_806 131_037 198.843 1 69.726 29.117 17.2% GT-R Basel ne 0('-000 86-490 86.490 87.03S -00.54S -0.6% GT-R on Base ne 0C UI00 131_037 131.037 131.66S -00.631 -0.5% Cost Effectiveness Analysis: Single Family New Construction 62 Appendices

7.2.3 Southern California Gas
Following are the SoCalGas natural gas tariffs applied in this study. Table 32 describes the baseline territories that were assumed for each climate zone.

Table 32: SoCalGas Baseline Territory by Climate Zone
Climate Baseline
Zone Territory
CZ05 2
CZ06 1
CZ08 1
CZ09 1
CZ10 1
CZ14 2
CZ15 1
The SoCalGas monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Table 33.

These rates are based on applying a normalization curve to the November 2023 tariff based on ten years of historical gas data. Long-term historical natural gas rate data was only available for SoCalGas’ procurement charges. 23 The baseline and excess transmission charges were found to be consistent over the course of a year and applied for the entire year based on 2023 rates. CARE rates reflect the 20 percent discount per the GR tariff.

Table 33: SoCalGas Monthly Gas Rate ($/therm)
Month Procurement
Charge
Transportation Charge Total Charge
Baseline Excess Baseline Excess
January $0.72 $0.86 $1.31 $1.92 $2.36
February $0.50 $0.86 $1.31 $1.57 $2.02
March $0.44 $0.86 $1.31 $1.48 $1.93
April $0.39 $0.86 $1.31 $1.39 $1.84
May $0.41 $0.86 $1.31 $1.43 $1.87
June $0.46 $0.86 $1.31 $1.49 $1.93
July $0.47 $0.86 $1.31 $1.51 $1.96
August $0.51 $0.86 $1.31 $1.58 $2.03
September $0.46 $0.86 $1.31 $1.52 $1.96
October $0.45 $0.86 $1.31 $1.48 $1.92
November $0.48 $0.86 $1.31 $1.54 $1.99
December $0.57 $0.86 $1.31 $1.63 $2.08
23 The SoCalGas procurement and transmission charges were obtained from the following site: https://www.socalgas.com/for-your- business/energy-market-services/gas-prices RES2023.xlsx (live.com) California Energy Codes & Standards | A statewide utility program 2024-04-26

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line Usage: The following quantities of gas used in individually metered residences are to be billed at the baseline rates:

All Customers:

Summer (May to Oct)
Winter On-Peak (Dec, Jan & Feb)
Winter Off-Peak (Nov, Mar, & Apr)
Daily Therm
Allowance

0.359

1.233

0.692
Cost Effectiveness Analysis: Single Family New Construction 63 Appendices

7.2.4 San Diego Gas & Electric
Following are the SDG&E electricity and natural gas tariffs applied in this study. Table 34 describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $0.04542/ kWh was applied to any net annual electricity generation based on a one-year average of the rates between December 2022 and November 2023.

Table 34: SDG&E Baseline Territory by Climate Zone
Climate Baseline
Zone Territory
CZ07 Coastal
CZ10 Inland
CZ14 Mountain
The SDG&E monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Table

35. These rates are based on applying a normalization curve to the November 2023 tariff based on ten years of historical gas data. CARE rates reflect the 20 percent discount per the G-CARE tariff.

Table 35: SDG&E Monthly Gas Rate ($/therm)
Month Total Charge
Baseline Excess
January $2.34 $2.63
February $2.28 $2.57
March $2.21 $2.51
April $2.14 $2.45
May $2.18 $2.48
June $2.23 $2.55
July $2.26 $2.57
August $2.32 $2.62
September $2.26 $2.59
October $2.21 $2.55
November $2.24 $2.57
December $2.38 $2.70
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• --IE
s.., l:lii,;;io G,n & 181ecrric· C:ompillny
Sam Diego,, C.lifwnia
Total Rates :

IDescription - T OI.II DR
S11mme.r;
o,, . P,,,k
Off.P,,,k
S..per Ofl>P,,ak
Winter.
o,, .p,,,1,_
Off. P,,,k
Super Oiff.p,,,1,_
.Sumrn.,, ll,,.oli11ie hljuolm" nl Cn! dil up ID
1311% ol lfaooli""'
1Mn1 .. 1 B- li 111, AiljuolrnKII Cm:fii u p lo
1311% o1 e,,,o1;,..
l.!lininwm Bill (l,'d;,,y)
IDes.c~ption - TOU DR - UDCT<1li>I
CARE R:ri<!
Summe r - CAIRE Rates:
o,, .p,,,1,_ 0.2568 2
Oif1°P,,ak 0.25682
S..per Oiff.p,,,1,_ 0.25682
Winter - CAIRE IRates :

Qn. P,,,k 0.4-37'.!9
Off•P,,ak 0.4-'.!739
Super Off.P,,a k 0.437'.!9
.Sumrn~r Bi?llselirl!e!
~ •lrn"'-"I Ced il up lo ((1.117241
1311% ol B,,,o1;,..
!Mnt .. I B- li111i, AiljuolrnKII
Cn!ilii up lb 30 11. cil (l!l.117241
0i3"5eline
lllini111Um Bill (l,'d"'J') 0.190
Mote:

Re,,.Jsed Ca l. P.U.G. Sheet No.

Canceling Re- 'iised Ca l. P.U.G. S heet No.

SCHEDULE l 0 11..11-DR1
IRES ID ENT IAL T l ME-OF-US!E
l!IWRBC • EEC::C IR:ata, + U DC Tota l R"-t" WF BC DWR Cr,odit

0.2 !>762 R 0. 005:lO I 0.670 ~ll

0.2!>762 R 0! 0053 0 I o.2sag1

0.2 !>762 R 0.00530 I 0.09Zlll

0.43809 I 0.0053 0 I 0. 93(17

0.43809 I 0.0053 0 I 0.101156

0.43809 l 0!0053 0 I 0.08402
(0.1 724) R
(0.11724 ) R
1)..3811 I
IDWR BC • EECC Rartc, 4 T,01, I
WF,NBC DWiRCred li Rata•
R 0.llOOOO 0..57()4-'.l I l!l.82725
R 0.llOOOO 0.251197 I l!l.1513~
R O.llOOOO 0.119:233 l l!l.349 15
I 0.llOOOO 0.1 9307 I ll.630411
I 0.110000 0.1 (!185!> I l!l.15415!14
I O.llOOOO 0.064():2 I l!l.1521,41
R (0.11724)
R (0.1172.t)

I (U SO
I
I
I
I
I
I
37i022-E
36337 -E
Sl-1€et 2
fota l
R:rt,,
OJ~3325 [

0.61979 [
0$ 5515 [

0.6:3646 [

0.6!i l 94 [

0.6274 1 [
(0. 117241 ft
(0.1 724 1 ft

0..38!11 [
l'oita.1
Eff!!odiivl!o
cue Rate
I 0..55368, I
I 0..:l3'96!i, I
I 0.227 25, I
I o.41900 I
I 0..36160 I
I 0..34485, I
R (11_08004) R
R (0.08004 ) R
I 0.190 I
( H T cdill Rall:!• a:,i ois! ol I.EC , S.,l11,dule D\'IR .SC (IDoparlmonl ol W..1..- R<,...,,.,,,.,. Bond Dhari,,, ~ Sdlo1i :Jio W F,NBC (CA Wli:!fre Fund d!arg;o j ~rd Scho&le E:E'CC (El'.e:;iric Enet-w Commodtf Ca, Q ie,s.. •Mlh lll;;o EECC: r;JJ<,• rellecli~ DWR c,,.,rn. EEOC..,;., , ""' "RPI""' ~" kl t.uooleil G.Jsiomer, ,l>llly. See Specia l Cood... 111 for l'IOlll< (Pl>.I C:llargi, nlillo!nenci, A,!ju:ttm ... 1 ) """""""Y · ~ Taia l Ral!e• P""'""ll:d ar,e liJr ,oooicmo,;s Iha!""'"'""' ccrnmocliy ~pt, ,mil dolM:I)' sema, from Uil ily. (3) □ WR- BC andl WF-NBC ch;,rgeo d o nd1 "l'Plr ,,, CARE cuo lc:moro. (4) A,, idi,n - d iE, 11,i, ral!eo I.alb!..._, c,imorn., t,; will .tsc ird..t,l., lini,,ilem 01a:11nu,r and wira\er-cn,d ~• for"'"""" l!\P lo 130'!1 c'f ba2lir11, io P' °""" " - h,. rate c,1'1':.,111,en_,.r,;, "rlt1te t! lt-y ru,...,btr Bill 1X andl Setn:.ii, I Bi 69S.. (6) WF! C rate i, . 0.005'.lO + DV,\R.BC Bond Ch "'90- is 0.000 00 . 2C8
Ad'o'ice Ltr. No.

Decision No,.
4 129-E
lsswed by
Da111 Skopec
Sellioir Vice Presidenl
Regulatory M:ar s
Submitted
Bfec iive
R,escluiion No.

Dec 30. , 2022
Jara . 2023
E-5217
R, I
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Time Periods
All time periods listed are applicable to l~ocal time. The definition of time willl be based upon the date service is rendered.

TOU Periods - Weekdays
On-Peak
Off-Peak
Super Off-Peak
TOU Period - Weekends and
Holidays
On-Peak
Off-Peak
Super Off-Peak
Seasons: Summe r
Winter
Summer
4:00 o.m. - 9: 00 D.m.
6:00 a.m. - 4:00 p.m.;
9:00 p.m. - midnight
Midnight - 6: 00 a.m.

Summer
4:00 o.m. - 9:00 o.m.
2:00 p.m. - 4:00 p m.,
9:00 o.m. - midniqht
Midniaht - 2: 00 D.m.

June 1 - O ctober 31
Novembe r 1 - May 31
Winter
4:00 o.m. - 9 :00 D .m.
6:00 a.m. - 4:00 p.m.

Excluding 10:00 a.m. - 2:00 p.m. in March and April;
9:00 p.m. - midniQht
Midnight - 6:00 a.m.
10:00 a.m. - 2: 00 o.m in M arch and Aoril
Winter
4:00 o.m. - 9:00 o.m.
2:00 p.m. - 4:00 p. m.;
9:00 p.m. - midniQht
Midniaht - 2:00 D.m.

15. Baseline Usag, e: Tlhe followifilg quantities of electricity are used to calculate the baseline adj ustment credit
Baseline Allowance For Climatic Zones•
Coastal In l and Mountain Desert
Basic Al!owanc--e
Summer (June 1 to October .31) g,_o 11t4 13.6 15, .91
Winter (No1Vember 1 to Miay 3, 1 ) 9.2 19.6 12.9 101.91 AIIII Elecm cK
Summer (June 1 to October 31) 6.0 8.7 15,2 17.1)
Winter (No1Vember 1 to May 31) 8.8 12. 2 22.1 17 . . 1
.. ... Clfmalic z,ones are shown ,on the Territory Seived, Map No. 1 . ~ I Eleotric allowances are available upon applica:tion to !hose customers who have penmanenlly nsta11ed s-paoe healing ,or who, have e'lectrlc water heatfng and receive no energy fl',om another sol.lrce.

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Diego Gas & Electric Company
San Diego , Califomia
Revised CaL P.U.C. Sheet No.

Canceling Re~ised CaL P.U.C. Sheet No.

SCHEDU LE EV-TO U-5
37217- E
370 16-E
Sheet 1

COST-BASED DOMESTIC TIME-OF-USE FOR HOUSEHOLDS WITH ELECTRIC VEHICLES

APPLICABILITY
Service under this schedule is specifically limited to customers who require service for charging of a currently registered Motor Ve hicle, as defined by the California Motor Vehicle Code, which is: 1) a battery electric vehicle (BEV) or plug-in h ybridl electric vehicle (PHEV} recharged via a recharging outlet at the customer's premises; or 2} a natural gas vehicle (NGV} refueled via a home re~ ueling appliance (HRA) at the customer's premises. This schedule is not available to customers with a conventional charge sustaining (battery recharged solely from the vehicle's on-b oard generator) hybrid electric vehicle (HEV).

Residential customers taking service on Schedule NBT, who are required to utilize EV-TOU-5 as their otherwise applicable schedlule (OAS) for electric service, do not require a qualifying motor vehicle, as described above to participate on Schedule EV-TOU -5.

Customers on this schedule may also qualify for a semi-annual California Climate Credit $(60. 70) per Schedule GHG-ARR.

TERRITORY
Within the entire territory served by the utility.

RATES
Total Rates:

UDCTotal DWRBC +
Descr iption - EV-TOU-5 Rates Rate WF-NBC
Basic Service Fee 16.00
Summer
On-Peak 028032 I 0.00 530
Off-Peak 0.28032 I 0.00 530
Su per Off-Peak 0.05588 I 0.00 530
Winter
On-Peak 0.28032 I 0.0053 0
Off-Peak 028032 I 0.00 530
Su per Off-Peak 0.05588 I 0.00 530
1C5
Advice Ltr. No. 41 54-E
Decision No. D.22-12--056
EECC Rate +
DWR Credit
I 0.53067 I
I 0.19567 I
I 0.09233 I
I 022587 I
I 0.16213 I
I 0.084 02 I
C-ontinued
Issued by
Tota l
Rate

16.00 0.81 629 I

0.4-8129 I

0.1 535 1 1 I

0.511 49 I

0.44775 I

0.14 520 I
Submitted
Effective
Resolution N'o.

Jan 30, 2023
Mar 1, 2023
N
N
N
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vised Cal. P.UC. Sheet No. 37019-E
San Diego G as & Elec tric Company
San Diego. C alifornia Cance ling Revised Cal. P.U.C. Sh eet No. 35912-E SCHEDULE EV-TOU-5 Sheet 4

COST-BASED DOMESTIC TIME-OF-USE FOR HOUSEHOLDS WITH ELECTRIC VEHICLES Notes: Trans mission Energy charges i nclude the Tran smission Revenue Balancing Account Adjusbnent (T RBM ) of S(0.00242) per kWh and the Transmission A ccess Charge Bala ncing Account Adjustment (T AGBAA ) of $(0.01 631) per kWh. PPP Energy c harges includes l ow I ncome PPP r ate (LI-PPP) S0.016 69/l(Wh, No n-low Income P PP rate (Non- LI PPP) So.0033311(Wh (pur.iuant to PU C ode Section 399.8_ , the Non-LIi-PPP rate may not exceed January 1, 2000 levels), Procureme nt : Energy Efficiency Surcharge Rate of S0.00422 /kWh, California Solar ln ttiative rate (CS\) of $0.0 0000/kWh and S elf-Generalion Incentive Program rate (SG IP) $0.00122/kWh. The b asic seivi ce iee of $16 per month is applied to a customers bill and a 50% discount is aw li e<I for CARE, Medical Baseline, or Family Eleobic Rate Assistance Program (FERA) customers resulting in their basic service fees to be $8 per month.

Rate Components
The Utility Distribution Company Total Rates (UDC Total) shown above are comprised of the following components (if applicable) (1) Transmission (Trans) Charges, (2) Distribution (Distr) Charges, (3) Public Purpose Program (PPP) Charges, (4) Nuclear Decommissioning (ND) Charge, (5) Ongoin_g Competition Transition Charges (CTC), (6) l ocal Generation Charge (LGC), (7) Reliability Services (RS), and (8) the Total Rate Adjustment Component (TRAC).

Certain Direct Access customers are exempt from the TRAC, as defined in Rule 1 - Definitions.

Franchise Fee Differential
A Fr anchise Fee Differential of 5.78% will be appli ed to the m onthly bi llings calculated under this schedule for all customers w ithin tlie c orporate limits of t he City of San Diego. Such Franchise Fee Differential shall be so indicated and added as a separate item to bills rendered to such customers.

Time Periods:

All lime periods listed are applicable to actual "clock" time) TOU Period - Weekdays Summer Winter
Or1-Peak 4:00 p.m. - 9:00 p.m. 4:00 p.m. - 9:00 p.m.
t>:w a.m. - 4: uu p.m. 6:00 a.m. - 4: 00 p.m.; Off-Peak 9:00 p.m. - midnight Exd uding 10:00 a.m.- 2:00 p.m.in March and April; 9:00 p.m. - midnight
Super-Off-Peak Midnight - 6:00 a.m. Midnight - 6 00 a_ m_ 10:00 a.m. - 2: 00 p.m. in March and April
1 uu t'enoa - vveeK enas Summer Winter and Holidays
Or1-Peak 4:00 p.m. - 9: 00 p.m. 4:00 p.m. - 9:00 p.m.

Off-Peak 2:00 p.m. - 4: 00 p.m.; 200 p.m. - 4: 00 p.m.
9:00 p.m. - midnight 900 p.m. - midnight
Super-Off-Peak Midnight - 2:00 p .m. Midnight - 2:00 p.m.

Seasons:

Summer June 1 - October 31
Winter November 1 - May 31
Continued
4C8 Issued by Submitted Dec30 20 22
Advice Ltr. No. 4129-E Dai n Skopec Effective Jan 1, 20 23 Senior Vi ce President
Decision No. Regulatory Affairs Resolution No. E-5217
R , R
I
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_rt Revised Ca:J. P.U.C. Sheet No.

San Diego, Gas & Electric Ccmipany
San Diego, Cal:iiomia Canceling Revised Cal P.U.C. Sheet No.

APPLICABILIITY

SCHEDULE E-CARE

CALI FORN IA ALTERNA TE RATES FOR ENEIRGY
357 18-E
32576-E
Sheet 1
This schedule provides a California Al ternate Rates for Energy (CARE) di soount to each of the following types of customers listed below that meet the requirements for CARE eligibility as defined in Rule 1; Definitions, and herein; and is t aken in oonjunction with the customer's otherwise applicable service schedule.
1) Customers residing In a permanent single-family accommodation, sep.arately metered by the Utility.
2) Multi-family dwelling units and mobile home parks supplied through one meter on a s ingle premises where the individua l unit is submetered.
3) Non-profit group living facilities.
4) Agricultural employee housing facilities.

TERRITORY
Within the entire territory served by the Utility.

DI ISCOUNT
1) Residential CARE: Qualified residential CAR, E customers will receive a t otal effective discount according to the following:
2015 2016 2017 2018 2019 2020 and
beyond
t:.ne-ctIve 40% 39% 38% 38% 36%R 35%, Discount
tC5
Pursuant to Com mission Decision {D,) 15--07 ~001 , the average effectiv, e CARE discount for residential customers will decrease 1% each year until an average effective discount of 35% is reached in 2020.

The average effective CARE disoount consists of: {a) exemptions from paying the CARE Surcharge, Department of Water Resources Bond Charge (DWR-BC), Vehicle-Grid Integration {VGI) costs, and California Solar Initiative {CSI I); {b) a 50% minimum bill relative to Non-CARE; (c) the California W ildfire Fund Charge (WF-NBC) and (d) a separate line item bill discount for all qualified residential CARE customers with the exclusion of CARE Medical Baseline customers taking service on tiered rates schedules. D .1 5~07~001 retained the rate subsidies in Non-CARE Medical Baseline tiered rates and thereby a separate line-item discount is provided for these CARE Medical Baseline customers Contirnued
Dec 30, 2021
Advice U r. Nb. 3928 -E
lss,ued by
Dan Skopec
Subm itted
Effeclive Jan 1, 2022
\lif"'P Pir9'fii:irlent
T
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Cost Effectiveness Analysis: Single Family New Construction 69 Appendices

7.2.5 City of Palo Alto Utilities
Following are the CPAU electricity and natural gas tariffs applied in this study. The CPAU monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Table 36. These rates are based on applying a normalization curve to the October 2023 tariff based on seven years of historical gas data. The monthly service charge applied was $14.01 per month per the November 2023 G-1 tariff.

Table 36: CPAU Monthly Gas Rate ($/therm)
Month G1
Volumetric
Total
Baseline
G1
Volumetric
Total
Excess
January $1.83532 $3.35639
February $1.38055 $2.59947
March $1.32506 $2.47695
April $1.29680 $2.44038
May $1.29511 $2.43804
June $1.32034 $2.45406
July $1.35688 $2.61519
August $1.40696 $2.67944
September $1.42130 $2.70301
October $1.42310 $2.48300
November $1.46286 $2.45547
December $1.62415 $2.62128
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APPLI ABILITY:

RE . IDENTIAL ELECTRIC ERVI E
UTILITY RATE SCHEDULE E- 1
This Rate Schedule applies to separately metered single-fami ly r esidential dwellings re.ceiving Electric Service from the City of Palo Alto Utilities.

B. TE RRITORY:

This rate schedule applies everywhere the City of Palo Alto provides Electr ic Service.

NB DLED RA TE :

Per kilowatt- hour (kWh) Commodity
Tier I u age

0.09999
Tier 2 usage
Any usage over Tier 1

0.13873
Minimum Bill {. /day)
D. PECIAL NOTES :
l. alculation of ost Components
Distribution Public Benefits
$ 0.06954 . 0.00568

0.10225 0.00568
Total
$ 0.1752 1

0.24666

0.4!181
The actual bill amount is calculate,d base<l on the applicable rates in Section C above and adjusted for any applicable discounts, surcharges and/or taxes. On a Cu stomer's bill statement, the bill amount may be broken down into appropriate components as calculated under Section C.

2. alculation of Usage Tiers
Tier 1 Electricity usage shall be calculated and billed based upon a level of 11 kWh per day, prorated by Meter reading days of Service. As an example, for a 30-day bill, the Tier 1 level would be 330 kWh. For forther discussion of bill calculation and proration, refer to Rule and Regulation 11.

ITY OF PALO AL TO
Issued by the City Council
Supersedes Sheet No £-1-1
dated 7-1-2022
O
CITYOF

PALO ALTO

UTI LI TIES
{End}
Sheet o E-1-1
Effective 7- 1-2023
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idential Tiime-of-Day Service
Rate Schedule R-TOD
II. Firm Serv ice Rates
A. TimL"-<>r-D•y (S-8 p.m.) Rate
Eltt!Cli't,1! W1 f1' Jlh:ih r lei of flr~ b \r Xi of 0'1'cc lh-e :iti or EJTed h1! M J JJii ■■ llr V 1, 2023 J amllln' 1~2a2ol l\hl1,• 1. 11 241 Janu a r f 1~ 202.S f\'li't' I , 2025 1 U11 Ulilllit"!r elftli .-., (Otlubl!I" .. May)
S )'t ie1n lnfr:H ln.J.d.u r e fi.u!d C.llq t! fJt!r mu11 th pl!r lffl!tu $23.SO $14. IS S24.80 $2S.~ O«iri icl1~ • l.li 111,tr 0.1 1 u11,1:.•
f',,, k$A ,.~ S0.1547 S0.lS90 $0.1613 $0.1 6 7 g
oo.r-.,,t A n1t S0.1120 SO.llSl $0.l l83 $0.1215
S u1ti111l!r Seiti et11 (Juoer • Scptlmlbc:r)
Jl..

S)-t iem lnfn . Hn.1.ctu r e fi.u~ d C.llq e pt!r l'l'Kl'll th prr ~,u $23.so $14. IS S24.80 $2S.~ O.«:iri1Cii1~ • lli ll(tr C• ■ 'll. e
f',,, k$A ,.~ S0.3279 S0.33<,11 $03462 $0.3551
Mid,P.,.k rn~ SO.lll64 S0.l914 $0.19'51 $0...'021
()ff.f',,, k$A n7t SO.IW SO.l)g7 $0.1425 $0.1464
Optional ritieal Peak Pricing Rak
I. T he CPP Rate base prices per ti.m, -or-d.oy period nrc lhe same as the prices per ti.m,-or-day period for TOD (5-8 p.m.).

San Mateo City CouncilJanuary 13, 2025

San Mateo City Council
January 13, 2025