Agenda packet — San Rafael City Council, August 18, 2025

AGENDA

SAN RAFAEL CITY COUNCIL - MONDAY, AUGUST 18, 2025
REGULAR MEETING AT 6:00 P.M.

San Rafael City Hall, Council Chambers
1400 Fifth Avenue, San Rafael, CA 94901
Watch Online:

Watch on Webinar: https://tinyurl.com/city-council-2
Watch on YouTube: www.youtube.com/cityofsanrafael
Listen by phone: (669) 444-9171
ID: 860-6190-5675#
This meeting will be held in-person. This meeting is being streamed to YouTube at www.youtube.com/cityofsanrafael.

How to participate in the meeting:
• You are welcome to come to the meeting and provide public comment in person. Each speaker will have 2-minutes to provide public comment per agenda item. • Submit your comments by email to [email protected] by 4:00 p.m. the day of the meeting.

If you experience technical difficulties during the meeting, please contact [email protected].

OPEN SESSION – THIRD FLOOR CONFERENCE ROOM – 5:30 PM

1. Mayor Kate to announce Closed Session items.

CLOSED SESSION – THIRD FLOOR CONFERENCE ROOM – 5:30 PM

2. Closed Session:
a. CONFERENCE WITH LEGAL COUNSEL—EXISTING LITIGATION, Government Code Section 54956.9(d)(1)
River Landon, LLC v. Hinkle, et al. U.S. District Court for the Northern District of California, Case No. 3:25-cv-04904-LB
CITY MANAGER AND COUNCILMEMBER REPORTS:
(including AB 1234 Reports on Meetings and Conferences Attended at City Expense)

3. City Manager and Councilmember Reports:

CONSENT CALENDAR:

The opportunity for public comment on consent calendar items will occur prior to the City Council’s vote on the Consent Calendar. The City Council may approve the entire consent calendar with one action. In the alternative, items on the Consent Calendar may be removed by any City Council or staff member, for separate discussion and vote.

4. Consent Calendar Items:
a. Approval of Minutes
Approve Minutes of the Regular City Council Meeting of July 21, 2025 (CC) Recommended Action - Approve minutes as submitted
2 b. Council and Mayor Compensation
Final Adoption of Ordinance 2050: An Ordinance Repealing and Replacing Ordinance No. 2038 to Add Language Under Division 2, Paragraph 3, Related to Payment Method for Council Compensation (CM)
Recommended Action – Final adoption of Ordinance 2050
c. Fleet Replacement Fiscal Year 2025-26
Resolution Authorizing the City Manager to Purchase Three (3) Vehicles for Replacement in a Cumulative Amount Not to Exceed $430,000 (PW)
Recommended Action – Adopt Resolution
d. Quarterly Investment Report
Acceptance of City of San Rafael Quarterly Investment Report for the Quarter Ending June 30, 2025 (Fin)
Recommended Action – Accept report
e. Office of Traffic Safety Grant Acceptance
Resolution Approving the Acceptance and Appropriation of State of California Office of Traffic Safety Grant Funds in the Amount of $105,000 for the “Selective Traffic Enforcement Program” (“STEP”) Grant from October 1, 2025, Through September 30, 2026, and Authorizing the City Manager to Execute a Grant Agreement and Any Other Documents Related to the Grant (PD)
Recommended Action – Adopt Resolution
f. Downtown Library Renovation Project Completion
Accept Completion of the Downtown Library Renovation Project, City Project No. 11439, and Authorize the City Clerk to File the Notice of Completion (PW) Recommended Action – Accept completion of the Downtown Library Renovation Project and authorize the City Clerk to file the Notice of Completion g. Pacific Gas & Electric Company Project Contracts
Resolution Authorizing the City Manager to Enter into Contracts with Pacific Gas and Electric Company for the Second Street Utility Undergrounding (Phase 2) Project in an Amount Not to Exceed $255,351 and the Fourth Street and West Crescent Drive Intersection Improvements Project in an Amount Not to Exceed $34,224 and Approving Supplemental Budget Appropriations; CEQA Determination: Exempt Pursuant to CEQA Guidelines Section 15378(b)(5) (PW)
Recommended Action – Adopt Resolution

PUBLIC HEARINGS

5. Public Hearings
a. Electric Bicycle Safety Regulations in San Rafael
Introduction of An Ordinance Adding Chapter 5.35 “Operation of Electric Mobility Devices” to the San Rafael Municipal Code to Regulate Electric Mobility Devices Within the City Limits of San Rafael; CEQA Determination: Exempt Pursuant to CEQA Guideline 15061(b)(3) (PD)
Recommended Action – Introduce the Ordinance, waive further reading, and refer to it by title only.
3 b. Streetary and Sidewalk Dining Program Fees Updates Resolution Revising the “Streetary” and “Outdoor (Sidewalk) Dining” Fee Categories, Descriptions, and Structures in the City’s Master Fee Schedule Fiscal Y 2025-2026 and Authorizing Economic Incentives (CED)
Recommended Action – Adopt Resolution
c. Tri-Annual Building Code Ordinance Amendments
Introduction of an Ordinance Amending Title 12 (Building Regulations) of the Municipal Code of the City of San Rafael, by Repealing Title 12 and Amending Title 12 Thereof; Adopting the 2025 Edition of the California Building Code, the California Residential Code, the California Mechanical Code, the California Plumbing Code, the California Electrical Code, the California Existing Building Code, the California Green Building Standards Code, the California Energy Code, and the California Referenced Standards Code with Appendices and Amendments Herein; Adopting the 2024 Edition of the International Property Maintenance Code and the International Pool and Spa Code with Amendments; Amending Chapter 12.360 Single-Family Model Reach Code – FlexPath; Herein; and Adopting Findings of Fact Supporting the Amendments to the Code. (CED)
Recommended Action – Introduce the Ordinance, waive further reading, refer to it by title only, and set a public hearing for Tuesday, September 2, 2025.

OTHER AGENDA ITEMS

6. Other Agenda Items
a. Affordable Housing Requirements for Residential Development Projects Resolution Amending Resolution 14890, “Guidelines for the Administration of the Affordable Housing Requirement Program” to Clarify Existing Policy and Practice (CED) Recommended Action – Adopt Resolution

OPEN TIME FOR PUBLIC EXPRESSION
The public is welcome to address the City Council at this time on matters not on the agenda that are within its jurisdiction. Please be advised that pursuant to Government Code Section 54954.2, the City Council is not permitted to discuss or take action on any matter not on the agenda unless it determines that an emergency exists, or that there is a need to take immediate action which arose following posting of the agenda. Comments may be no longer than two minutes and should be respectful to the community.

ADJOURNMENT:

Any records relating to an agenda item, received by a majority or more of the Council less than 72 hours before the meeting, shall be available for inspection online and at City Hall, 1400 Fifth Avenue, and placed with other agendarelated materials on the table in front of the Council Chamber prior to the meeting. Sign Language interpreters may be requested by calling (415) 485-3066 (voice), emailing [email protected] or using the California Telecommunications Relay Service by dialing “711”, at least 72 hours in advance of the meeting. Copies of documents are available in accessible formats upon request. To request Spanish language interpretation, please submit an online form at https://www.cityofsanrafael.org/request-for-interpretation/.

Minutes subject to approval at the 8/18/2025 City Council meeting

REVISED AGENDA
SAN RAFAEL CITY COUNCIL - MONDAY, JULY 21, 2025
REGULAR MEETING AT 6:00 P.M.

San Rafael City Hall, Council Chambers
1400 Fifth Avenue, San Rafael, CA 94901
Watch Online:

If you experience technical difficulties during the meeting, please contact [email protected].

OPEN SESSION – THIRD FLOOR CONFERENCE ROOM – 4:00 PM

1. Mayor Kate announced Closed Session items.

CLOSED SESSION – THIRD FLOOR CONFERENCE ROOM – 4:00 PM

2. Closed Session:
a. CONFERENCE WITH LEGAL COUNSEL—EXISTING LITIGATION, pursuant to Government Code Section 94956.9(d)(1)
Bekey v. City of San Rafael et al. Marin County Superior Court Case No. CV 0001705 b. LIABILITY CLAIMS, pursuant to Government Code Section 54956.95 Claimant: Raul Aguilar
Agency claimed against: City of San Rafael
c. Personnel Matters – Government Code Section 54957
Public Employee Performance Evaluation - City Manager
d. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Property: 350 Merrydale Road / 3833 Redwood Highway, San Rafael APNs 179-041-27 & 179-041-28
Agency negotiator: Cristine Alilovich, City Manager; John Stefanski, Assistant City Manager; Daniel Cooperman, Community Services Division Director
Negotiating parties: Ridgewood Properties, a California General Partnership, as to an undivided ½ interest; and Francine M. Clayton, Trustee of The Francine M. Clayton 1996 Trust, as to an undivided ½ interest
Under negotiation: Price and Terms of Payment
2 Present: Vice Mayor Bushey
Councilmember Hill
Councilmember Kertz
Mayor Kate

Absent: Councilmember Llorens Gulati
Also Present: City Manager Cristine Alilovich
City Attorney Robert Epstein
City Clerk Lindsay Lara
Mayor Kate called the meeting to order at 6:04 p.m. and invited City Clerk Lindsay Lara to call the roll. All members of the City Council were present.

City Attorney Robert Epstein announced that no reportable action was taken in Closed Session for items 2.a, 2.b, and 2.c, and the City Council would adjourn to Closed Session to complete item 2.d. following the closure of this meeting.

Mayor Kate offered gratitude to City staff, announced Employee and Team of the First Quarter James Aretta and Digital Service and Open Government GIS team, and delivered a land acknowledgment.

City Clerk Lindsay Lara informed the community that the in-person meeting would also be recorded and streamed live to YouTube and through Zoom. She noted the two-minute timer for public comment and closed captioning on Zoom.

CITY MANAGER AND COUNCILMEMBER REPORTS:
(including AB 1234 Reports on Meetings and Conferences Attended at City Expense)

3. City Manager and Councilmember Reports:

City Manager Cristine Alilovich provided the following announcements and updates:
• Applications opened for five public art installations scheduled for spring 2026.

Applications are due July 25, 2025, and may be submitted online. • The Downtown Library relocated on August 4, 2025. The library will be closed for the week of relocation.
• The Transportation Authority of Marin (TAM) is conducting a transportation survey.

Responses are due July 25, 2025.
• A rapid response hotline is available for immigration support at 415-991-4545. • Certificate of Excellence in Financial Reporting for Fiscal Year 2023–2024. • San Rafael Police Department secured a grant providing critical funding for the SAFE Team, extending funding for an additional two years.
• The San Rafael Festival of the Arts is scheduled for July 26, 2025, from 11:00 a.m. to 6:00 p.m. at Falkirk Cultural Center.
• Dancing Under the Lights will take place on Friday, August 1, 2025. • National Night Out on August 5, 2025, from 6:00 p.m. to 8:30 p.m. • City Council summer meeting schedule:
o August 5, 2025 – Meeting cancelled
o August 18, 2025 – Meeting scheduled
• The eBikes ordinance is scheduled for August 18, 2025.

City Councilmember Reports:
• Vice Mayor Bushey reported on San Rafael Library Foundation, San Rafael Sanitation Board, and Marin Transit
3 • Councilmember Kertz reported on Marin Builders Association Member meeting, and Supervisor Sackett for the fair
• Councilmember Hill reported on Marin County Council of Mayors and Councilmembers (MCCMC), and Touch-a-Truck event.
• Mayor Kate reported on Sonoma Marin Area Rail Transit, Transportation Authority of Marin, and Artificial Intelligence Conference.

Mayor Kate invited public comment
Speakers: Al Vetere
CONSENT CALENDAR:

Mayor Kate invited public comment; however, there was none.

Councilmember Kertz moved and Vice Mayor Bushey seconded to approve the Consent Calendar.

4. Consent Calendar Items:
a. Approval of Minutes
Approve Minutes of the Regular City Council Meeting of June 23, 2025 (CC) Approved minutes as submitted
b. Priority Conservation Area Nomination
Resolution Authorizing the City Manager to Amend the City of San Rafael’s Priority Conservation Area, Changing the Designation from Natural Lands to Recreation and Climate Adaptation (CM)
Adopted Resolution 15439
c. Sea Level Rise Adaptation Planning Services Agreement Amendment Resolution Authorizing the City Manager to Amend the Contract for Sea Level Rise Adaptation Planning Services with Moffatt & Nichol to Revise the Scope of Work, Extend the Term and Increase the Not to Exceed Amount By $26,000 for a Total Amount Not-toExceed $546,000 (CM) Adopted Resolution 15440
d. 2025 West End Block Party Temporary Street Closure
Resolution Authorizing the Temporary Closure of Fourth Street (Between F and G Streets) in San Rafael for the 2025 West End Block Party on Select Friday Evenings from August 15 Through October 10, 2025 (8/15, 8/22, 9/5, 9/12, 9/19, 9/26, 10/3, 10/10) (CED/PD) Adopted Resolution 15441
e. Three-Year Renewal of Software ONE Agreement for Microsoft Licensing Resolution Authorizing the City Manager to Negotiate and Execute an Agreement with Software ONE, Inc., for Microsoft Software Licenses at a Cost Not to Exceed $240,000 Per Fiscal Year Through Fiscal Year 2028-2029 (DS)
Adopted Resolution 15442
f. Council Chambers Audio Video Equipment Upgrade
Resolution Authorizing the City Manager to Execute a Professional Service Agreement in An Amount Not to Exceed $221,131 with AVI-SPL Inc. for Replacing Audio-Video 4 Equipment in the Council Chambers and Authorizing the Carry-forward of Fiscal Year 2024-25 Budget Appropriations Provided for this Purpose (DS) Adopted Resolution 15443
g. Human Resources Information System Software Services Agreement Resolution Authorizing the City Manager to Enter into a Software Services Agreement with Ultimate Kronos Group (UKG) for a New Human Resources Information System (HRIS) in An Amount Not to Exceed $425,600 for a Five-Year Term Through Fiscal Year 2029-30, Subject to Future Budget Appropriations, and Authorizing the Carry-Forward of $66,500 in Fy2024-25 Budget Appropriations (HR)
Adopted Resolution 15444
AYES: Councilmembers: Bushey, Hill, Kertz & Mayor Kate
NOES: Councilmembers: None
ABSENT: Councilmembers: Llorens Gulati

PUBLIC HEARINGS

5. Public Hearings
a. Major Environmental and Design Review Permit, Variance and Exception to Specified Hillside Development Standards for 38 Miraflores Avenue Resolution to Approve a Major Environmental and Design Review Permit with an Exception to Specified Hillside Development Standards and Variance for a New Attached Elevated Deck and Detached Parking Deck with Associated Paths Located at 38 Miraflores Avenue; APN 015-073-10; CEQA Determination: Exempt Pursuant to CEQA Guideline 15303 (CED)
Community & Economic Development Associate Planner Renee Nickenig presented the Staff Report.

Mayor Kate invited public comment; however, there was none.

City Councilmembers provided comments.

Councilmember Hill moved and Vice Mayor Bushey seconded to adopt the Resolution to Approve a Major Environmental and Design Review Permit with an Exception to Specified Hillside Development Standards and Variance for a New Attached Elevated Deck and Detached Parking Deck with Associated Paths Located at 38 Miraflores Avenue; APN 015- 073-10; CEQA Determination: Exempt Pursuant to CEQA Guideline 15303 AYES: Councilmembers: Bushey, Hill, Kertz & Mayor Kate
NOES: Councilmembers: None
ABSENT: Councilmembers: Llorens Gulati
Adopted Resolution 15445
b. Council and Mayor Compensation
Introduction of An Ordinance Repealing and Replacing Ordinance No. 2038 to Add Language Under Division 2, Paragraph 3, Related to Payment Method for Council Compensation (CM)
5 Human Resources Director Marissa Sanchez presented the Staff Report.

Mayor Kate invited public comment; however, there was none.

City Councilmembers provided comments.

Vice Mayor Bushey moved and Councilmember Kertz seconded to introduce the Ordinance, waive further reading, and refer to it by title only.

AYES: Councilmembers: Bushey, Hill, Kertz & Mayor Kate
NOES: Councilmembers: None
ABSENT: Councilmembers: Llorens Gulati
The City Clerk read the title of the Ordinance:

An Ordinance Repealing and Replacing Ordinance No. 2038 to Add Language Under Division 2, Paragraph 3, Related to Payment Method for Council Compensation.

OTHER AGENDA ITEMS

6. Other Agenda Items
a. Reemployment of Retiree Within 180 Days of Retirement Resolution Authorizing the Temporary Appointment of Anndora Lee, Former Communications Dispatcher, to Provide Critically Needed Services of a Communications Dispatcher for the San Rafael Police Department, in Accordance with California Government Code Section 7522.56(f)(1) (PD)
Chief of Police David Spiller presented the Staff Report.

Mayor Kate invited public comment; however, there were none.

City Councilmembers provided comments.

Councilmember Kertz moved and Vice Mayor Bushey seconded to adopt the Resolution Authorizing the Temporary Appointment of Anndora Lee, Former Communications Dispatcher, to Provide Critically Needed Services of a Communications Dispatcher for the San Rafael Police Department, in Accordance with California Government Code Section 7522.56(f)(1)
AYES: Councilmembers: Bushey, Hill, Kertz & Mayor Kate
NOES: Councilmembers: None
ABSENT: Councilmembers: Llorens Gulati
Adopted Resolution 15446

OPEN TIME FOR PUBLIC EXPRESSION
Mayor Kate and City Attorney Rob Epstein provided comments • The following members of the public addressed the City Council regarding bike safety and the tragic loss of Chris Brignetti:
o Joe Mulligan, Charlie, John Cheatum, Alice Strisphsky, William Bacon, Dave Rhoads, Steve Lock, David Selzer, Delores, Sarah, Ken Rice, Sam King, Lincoln Gray, Owen Wenzel, Zackary Rice, Sarah Venarska, Name Withheld, Name withheld, Hugo Massiff, Ana Andrade 6 City Attorney Robert Epstein provided comments related to the Brown Act.

ADJOURNMENT:

Mayor Kate adjourned the meeting at 7:16 pm.
__________________________
LINDSAY LARA, City Clerk
APPROVED THIS _____DAY OF____________, 2025
_____________________________________
KATE COLIN, Mayor
SUMMARY OF ORDINANCE NO. 2050

AN ORDINANCE OF THE CITY OF SAN RAFAEL AMENDING ORDINANCE NO. 2038 REGARDING CITY COUNCIL AND MAYOR COMPENSATION AND BENEFITS.

This Summary concerns a proposed ordinance of the City of San Rafael, designated as Ordinance No. 2050 which will repeal and replace Ordinance No. 2038. Ordinance No. 2050 is scheduled for adoption by the San Rafael City Council at its regular meeting of August 18, 2025.

The City Clerk has been directed to publish this Summary pursuant to City Charter and California Government Code section 36933(c)(1).

SUMMARY OF AMENDMENT TO MUNICIPAL CODE
An ordinance is proposed to repeal and replace Ordinance No. 2038 to clarify the intent of language regarding compensation and benefits for the Mayor and City Councilmembers.

Specifically, Ordinance No. 2050 adds language to ensure it is clear that Councilmembers and the Mayor are not eligible for certain employee-only benefit payments, such as the Conditional Opt-Out Payment available to Executive Management employees. The change is intended to prevent misinterpretation that elected officials are entitled to all components of the City’s employee compensation and benefits structure.

The revised paragraph and Ordinance will now specify that while Councilmembers and the Mayor may waive City-sponsored medical, dental, and vision coverage, they are not eligible to receive the equivalent value of the waived coverage as a cash Opt-Out Payment.

Copies of Ordinance No. 2050 are available for public review on the City’s website:
https://www.cityofsanrafael.org. You may also contact the City Clerk at (415) 485-3066 for information.
________________________________

LINDSAY LARA
San Rafael City Clerk
Dated: 07/25/2025
1 ORDINANCE NO. 2050

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN RAFAEL REPEALING AND REPLACING ORDINANCE NO. 2038 TO ADD LANGUAGE UNDER DIVISION 2, PARAGRAPH 3, RELATED TO PAYMENT METHOD FOR COUNCIL

COMPENSATION
THE CITY COUNCIL OF THE CITY OF SAN RAFAEL DOES ORDAIN AS FOLLOWS:

DIVISION 1. FINDINGS.

WHEREAS, pursuant to Article VI, Section 9 of the City of San Rafael Charter, Council compensation may be adjusted by ordinance in an amount not to exceed that allowed for by general state law. The last salary adjustment was adopted in April 1990.

WHEREAS, on June 29, 2023, the Governor approved Senate Bill No. 329 (Dodd) (“SB 329”), amending Government Code Section 36516, which permits a city council to set by ordinance their salaries up to a maximum amount, based upon the population of the city.

The increases authorized by SB 329 are designed to address recent inflationary increases and economic realities, “enable city councilmembers to balance their careers and personal obligations with the calling to serve their community,” and “also make it easier for members of marginalized communities to serve.”
WHEREAS, in articles about the bill Senator Dodd said the following, "By allowing councils to adjust their maximum pay to reflect inflation, my bill will remove barriers to achieving more equitable representation in local government." The California Chapter of the NAACP also supported the bill.

WHEREAS, in accordance with Government Code Section 36516.1, and elected mayor may be provided compensation in addition to which they receive as a council member and that additional compensation may be provided by city council ordinance.

WHEREAS, in accordance with Government Code Section 36516.5, a change in compensation does not apply to a council member during the council member's term of office, but may take effect for all members of a council serving staggered terms whenever one or more members of the city council begins a new term of office. Additional compensation for an elected mayor may take effect during the mayor’s current term.

WHEREAS, as part of its analysis, staff also looked at the compensation of mayors and city councilmembers in those jurisdictions considered “comparable” as defined in the labor agreements for the non-safety bargaining groups. It was determined that the “market” average for city council members was $1,516 per month and $2,357 per month for mayors.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN RAFAEL DOES ORDAIN AS FOLLOWS:

DIVISION 2. ADJUSTMENT TO COMPENSATION.
2 1. The salary for each Councilmember shall be increased from $468 to $1,516 per month. This salary increase shall become effective the first pay period after one or more members of the City Council begins a new term of office.

2. The compensation of the Mayor shall increase from $702 per month to $2,357 per month. This salary increase shall become effective the first pay period after one or more members of the City Council begins a new term of office.

3. The City shall continue to offer a full flex cafeteria program for Councilmembers and the Mayor.

This compensation shall be paid in the same manner as paid to other officers and employees of the City of San Rafael, expect for the waiver of health insurance as described below. The Mayor or a Councilmember may elect to waive the City’s medical, dental and vision coverage; however, they would not be eligible to receive the value of the Employee Only contribution as a monthly Opt-Out Payment.

4. Thereafter, the salaries shall be adjusted by ordinance of the City Council in amounts not to exceed that allowed by general state law.

DIVISION 3. CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA).

The City Council finds that adoption of this Ordinance is exempt from the California Environmental Quality Act ("CEQA") pursuant to section 15061(b)(3) of the State CEQA Guidelines because it can be seen with certainty that there is no possibility that the adoption of this Ordinance or its implementation would have a significant effect on the environment (14 Cal.

Code Regs. Section 15061(b)(3)).

DIVISION 4. REPEAL AND REPLACEMENT
This Ordinance hereby repeals and replaces Ordinance No. 2038.

DIVISION 5. SEVERABILITY.

If any section, subsection, sentence, clause or phrase of this Ordinance is for any reason held to be invalid, such decision shall not affect the validity of the remaining portions of this Ordinance. The Council hereby declares that it would have adopted the Ordinance and each section, subsection, sentence, clause or phrase thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses or phrases be declared invalid.

DIVISION 6. EFFECTIVE DATE; PUBLICATION.

A summary of this Ordinance shall be published and a certified copy of the full text of this Ordinance shall be posted in the office of the City Clerk at least five (5) days prior to the Council meeting at which it is adopted.

This Ordinance shall be in full force and effect thirty (30) days after its final passage, and the summary of this Ordinance shall be published within fifteen (15) days after the adoption, together with the names of those Councilmembers voting for or against same, in the Marin Independent Journal, a newspaper of general circulation published and circulated in the City of San Rafael, Marin County, State of California.
3 Within fifteen (15) days after adoption, the City Clerk shall also post in the office of the City Clerk a certified copy of the full text of this Ordinance, along with the names of those Councilmembers voting for or against the Ordinance.

THE FOREGOING ORDINANCE was first read and introduced at a regular meeting of the San Rafael City Council on the 21st day of July 2025, and was passed and adopted at a regular meeting of the San Rafael City Council on the 18th day of August 2025 by the following vote, to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

KATE COLIN, Mayor
ATTEST:

LINDSAY LARA, City Clerk
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting: _________________________
Disposition: ______________________________
Agenda Item No: 4.c
Meeting Date: August 18, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: April Miller, Public Works Director
Ryan Montes, Operations Manager
City Manager Approval: ______________
TOPIC: FLEET REPLACEMENT FISCAL YEAR 2025-2026
SUBJECT: RESOLUTION AUTHORIZING THE CITY MANAGER TO PURCHASE THREE (3)

VEHICLES FOR REPLACEMENT IN A CUMULATIVE AMOUNT NOT TO EXCEED $430,000
RECOMMENDATION:

Staff recommends that the City Council adopt a resolution authorizing the City Manager to purchase three (3) vehicles to replace aging and operationally inadequate vehicles for the City’s vehicle fleet in a cumulative amount not to exceed $430,000.

BACKGROUND:

The Department of Public Works has identified three (3) vehicles across City departments that need to be replaced. This includes two vehicles from the Department of Public Works and one vehicle from the Police Department. In the past four fiscal years, Public Works has replaced 46 fleet vehicles, including twenty-five (25) from the Police Department, nine (9) from the Public Works Department, eight (8) from the Fire Department, and three (3) from the Parking Services Division. This has brought most of the City’s high-use vehicles, such as police patrol cars and ambulances, up to date, which will allow Public Works to analyze the fleet and work with other City Departments to develop a strategic replacement plan that meets the City’s financial, environmental, and operational goals in alignment with the City’s Fleet Management Policy.

Staff recommendations for the replacement plan for vehicles by department are listed below. All three vehicles will be equipped with diesel engines that will operate on renewable diesel, which is stocked at the Public Works Corporation yard.

Department of Public Works:

The Department of Public Works’ replacement recommendations include the following:
• One utility crane truck, which will replace the current crane truck, which does not meet current emissions compliance. The new crane truck will be primarily utilized by our newly created Pump SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
Mechanic position to service the city’s 12 stormwater pumping stations. It will also be available to our remaining DPW maintenance divisions when needed.
• One 1-ton dump truck will replace a current dump truck that does not meet current emissions standards. The new dump truck will be of smaller capacity, which reduces overall cost and greenhouse gas (GHG) emissions.

There are currently limited zero-emission vehicles being manufactured that meet operational needs for these two replacements, and the Public Works Corporation yard lacks needed charging infrastructure to accommodate the electric vehicle transition at this time.

Police Department
The San Rafael Police Department (SRPD) replacement recommendations include the following:
• One sport utility vehicle (SUV), which will replace an existing sedan that has exceeded its useful life. This vehicle will be assigned to the Chief of Police. Due to the operational nature of the department and take-home requirements, a zero-emission vehicle is not feasible at this time.

ANALYSIS:

Table 1 summarizes the recommended replacement vehicles for FY 2025-26. The fleet manager and finance department verified the recommendations and confirmed budget allocations. The costs below include vehicle acquisition costs, upfitting costs, and necessary contingencies.

Table 1- Summary of recommended replacement vehicles and total anticipated costs Department Vehicle to be
replaced
Recommended
Replacement
Total Anticipated Cost
Public Works 2002 Crane Truck Utility Crane Truck $215,000 Public Works 2006 Chevy Dump
Truck
Dump Truck $100,000
Police Department 2016 Ford Sedan SUV $115,000
Total $430,000
The City intends to seek competitive bids for these replacements, but may purchase the vehicles using State cooperative purchasing programs, which are exempt from competitive bidding per San Rafael Municipal Code 2.55.100 (E).

Cooperative purchasing programs: Purchases of supplies, material, equipment or services and sales of surplus property made under a cooperative purchasing program, such as by utilizing purchasing agreements maintained by the United States government or any agency or division thereof, the State of California, County of Marin, or other public agencies, are exempt from the competitive bidding requirements of this chapter. Documentation of the cooperative purchase should be made.

City’s Commitment to Zero-Emission Vehicles
The City is committed to transitioning its fleet to zero-emission vehicles over the next several years as part of the Electric Vehicle Acceleration Strategy Workplan adopted by Council in 2023. Whenever possible, when a vehicle meets functional needs, the City will purchase electric vehicles. In many cases, there are no electric options available yet to serve the necessary functionality. In those cases, vehicle procurement will be delayed if possible until an electric vehicle (EV) or another zero-emission vehicle is available. In addition, when EVs are purchased, the city also needs to have adequate electrical SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
infrastructure and EV chargers, and PG&E must have infrastructure available to handle the additional electrical load.

On June 2, 2025, the City Council authorized the City Manager to enter into contracts with PG&E for the EC Fleet Electrification program. The City has been accepted into the PG&E Fleet Program, which assists in electrical infrastructure upgrades related to EV charging. The City anticipates major electrical upgrades and improvements at the Public Works Corporation yard and minor upgrades in the Lower City Hall parking lot within the next two years, which will allow further electric vehicle transitions.

FISCAL IMPACT:

These expenditures have been planned, and appropriations are provided in the approved FY 2025-26 budget (Vehicle Replacement Fund #621) to replace three (3) vehicles recommended for replacement for an amount not to exceed $430,000.

OPTIONS:

1. Authorize the City Manager to purchase three (3) vehicles to replace aging vehicles for the City’s vehicle fleet.

2. Do not authorize the purchase and provide direction to staff.

RECOMMENDED ACTION:

ATTACHMENTS:

1. Resolution
RESOLUTION NO.

RESOLUTION AUTHORIZING THE CITY MANAGER TO PURCHASE THREE (3) VEHICLES FOR REPLACEMENT IN AN AMOUNT NOT TO EXCEED $430,000 WHEREAS, various departments operate a fleet of over 300 vehicles; and WHEREAS, the management and replacement of the City’s fleet of vehicles and equipment is governed by the guidelines set forth in the City of San Rafael’s Fleet Management Policy 2025 document; and
WHEREAS, the Department of Public Works recommends the replacement of 3 vehicles, including two for Public Works (Utility Crane truck and 1-ton dump truck) and one for the Police Department (Sports Utility Vehicle); and WHEREAS, the two existing vehicles recommended to be replaced by Public Works do not meet current emissions compliance; and
WHEREAS, the proposed cost estimate of the vehicles includes vehicle acquisition, upfitting costs, and necessary contingencies; and
WHEREAS, appropriations for vehicle replacement were included in the FY 2025-26 Budget approved by the City Council on June 2nd, 2025, and included in the Vehicle Replacement Fund (Fund #621) in the approved budget; and NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San Rafael hereby approves and authorizes the City Manager to purchase three (3) vehicles for a cumulative amount not to exceed $430,000.

I, LINDSAY LARA, Clerk of the City of San Rafael, hereby certify that the foregoing Resolution was duly and regularly introduced and adopted at a regular meeting of the City Council of the City of San Rafael, held on Monday, the 18th day of August 2025, by the following vote, to wit:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:
_____________________
Lindsay Lara, City Clerk
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 4.d
Meeting Date: August 18, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Finance
Prepared by: Paul Navazio, Finance Director City Manager Approval: _________ TOPIC: CITY QUARTERLY INVESTMENT REPORT
SUBJECT: ACCEPTANCE OF CITY OF SAN RAFAEL QUARTERLY INVESTMENT REPORT FOR THE QUARTER ENDING JUNE 30, 2025
RECOMMENDATION:

Staff recommends that the City Council accept the investment report for the quarter ending June 30, 2025, as presented.

BACKGROUND:

Under the State of California Government Code Section 53601 and the City’s investment policy, last approved by the City Council on June 17, 2024, staff provides the City Council with a quarterly report on the City's investment activities and liquidity. The report includes the cost of each investment, the interest rates (yield), maturity dates, and market value.

The City invests some of its pooled funds in the Local Agency Investment Fund (LAIF), a State-run investment pool. Beginning in March 2014, the City incorporated an investment strategy that added purchases of securities outside of LAIF with the assistance of an investment advisor. The City’s current investment advisor is Chandler Asset Management.

ANALYSIS:

As of June 30, 2025, the City’s Treasury consisted of investments with a total market value of $116,270,246, consisting of $65,580,543 in the City’s primary Local Agency Investment Fund (LAIF) account, $893,500 of Pt. San Pedro Assessment District bonds, and $49,116,351 in externally managed investments. An additional $9,761,084 represents cash balances in the City’s various operating bank accounts, including Westamerica Bank ($9,033,076), Bank of the Marin ($244,628), and Bank of Montreal ($483,380).

As of June 30, 2025, the weighted-average yield on the portfolio was 4.50% which results from an effective yield of 4.27% for the City’s investments in the Local Agency Investment Fund and a yield of SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2

4.59% for the externally managed investments. The overall return on the total portfolio for the quarter ending June 30, 2025, was 4.07%, with a weighted average maturity of 0.93 years, and compares favorably to the benchmark (1-3 Year Treasury Index) of 3.80%. This favorable variance is due to the improved interest rate environment over the past year, as new, higher-yield investments are being made, replacing lower-yield investments, primarily upon maturity.

The City’s investment portfolio maintains strong diversification and is experiencing growth in interest income due to higher market rates. All investments comply with the City’s investment policy and California Government Code.

Economic Outlook:

As broadly anticipated, the Federal Open Market Committee (FOMC) left the Federal Funds Rate unchanged at the range of 4.25 - 4.50% at the June meeting. Fed Chair Powell continued to emphasize the Committee’s “wait and see” approach amidst economic uncertainty that remains elevated but diminished. Federal Reserve officials continued to pencil in two rate cuts in 2025.

The City will continue to watch market trends and refine its investment strategy, as appropriate, to improve the investment portfolio’s performance while ensuring its primary goals of preservation of principal, liquidity, and yield.

The attachments include:

1. Quarterly Investment Portfolio Report

2. Historical Activity by Quarter summarizing the City’s investments

3. The City’s Investment Report from Chandler Asset Management for the period ending June 30, 2025, which includes a listing of all holdings and transaction activity details for the reporting period FISCAL IMPACT:

No financial impact occurs from adopting the report. The City continues to meet the priority investment principles - safety, liquidity, yield, and diversification. The portfolio is still conservatively invested, and sufficient liquidity exists to meet daily operating and capital project requirements for the next six months.

As defined for this report, operating funds exclude cash held with fiscal agents to pay bond principal and interest.

RECOMMENDED ACTION:

Staff recommends that the City Council accept the investment report for the quarter ending June 30, 2025, as presented. Microsoft Teams
ATTACHMENTS:

1. Quarterly Investment Portfolio Report

2. Historical Activity by Quarter Report

3. Chandler Asset Management – Investment Report: Period Ending June 30, 2025 SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
I CERTIFY THAT ALL INVESTMENTS MADE ARE IN CONFORMANCE WITH THE CITY’S APPROVED INVESTMENT POLICY AND STATE INVESTMENT REGULATIONS. THE CITY HAS

SUFFICIENT LIQUIDITY TO MEET ALL OF THE OBLIGATIONS REQUIRED DURING THE NEXT SIX-MONTH PERIOD.

Paul Navazio
Finance Director
% Yield
LAIF $ 65,580,543 97.7% 4.27%
Cash (Receivable) $ 679,852 1.0% 0.00%
Pt. San Pedro Assessment District $ 893,500 1.8% 5.25%
Total Internally Managed $ 67,153,895 57.8%
Weighted Average Yield 4.27%
Days
Effective Average Duration - Internal 1
Weighted Average Maturity - Internal 1
% Yield
Money Market Fund $ 301,402 0.6% 3.94%
Treasury Securities $ 18,019,829 36.7% 4.20%
Instrumentality Securities $ 7,170,602 14.6% 4.30%
Corporate Notes $ 13,150,300 26.8% 4.92%
Asset-Backed $ 4,381,789 8.9% 4.84%
Cash (Receivable) $ 938 0.0% 0.00%
CMO $ 4,829,889 9.8% 4.51%
Supranational $ 1,261,602 2.6% 4.32%
Total Externally Managed $ 49,116,351 42.2%
Weighted Average Yield 4.59%
Years
Effective Average Duration - External 1.84
Weighted Average Maturity - External 2.19
Total Portfolio Assets % Yield
LAIF $ 65,580,543 56.4% 4.27%
Money Market Fund $ 301,402 0.3% 3.94%
Treasury Securities $ 18,019,829 15.5% 4.20%
Instrumentality Securities $ 7,170,602 6.2% 4.30%
Corporate Notes $ 13,150,300 11.3% 4.92%
Asset-Backed $ 4,381,789 3.8% 4.84%
Cash (Receivable) $ 680,790 0.6% 0.00%
Commercial Paper 0.0% #N/A
CMO $ 4,829,889 4.2% 4.51%
Supranational $ 1,261,602 1.1% 4.32%
Pt. San Pedro Assessment District $ 893,500 0.8% 5.25%
Total Portfolio Assets $ 116,270,246 100.0%
Weighted Average Yield 4.35%
Years
Effective Average Duration - Total 0.78
Weighted Average Maturity - Total 0.93
Based on Market Values
June 30, 2025
City of San Rafael
Quarterly Investment Portfolio Report
Externally Managed Assets
Internally Managed Assets
LAIF

97.7%
Cash
(Receivable)

1.0%
Pt. San Pedro
Assessment
District

1.8%
Money Market
Fund

0.6%
Treasury
Securities

36.7%
Instrumentality
Securities

14.6%
Corporate Notes

26.8%
Asset-Backed

8.9%
Cash
(Receivable)

0.0%
CMO

9.8% Supranational

2.6%
LAIF

56.4%
Money Market
Fund

0.3%
Treasury
Securities

15.5%
Instrumentality
Securities

6.2%
Corporate
Notes…
Asset-Backed

3.8%
Cash
(Receivable)

0.6%
CMO

4.2%
Supranational

1.1%
Pt. San Pedro
Assessment
District

0.8%
Internally Managed Assets % Return % Return % Return % Return LAIF $ 65,580,543 97.7% 4.27% $ 60,863,383 98.8% 4.31% $ 67,213,508 99.1% 4.57% $ 60,496,038 98.9% 4.57% Cash (Receivable) $ 679,852 1.0% 0.00% $ 709,073 1.2% 0.00% $ 609,268 0.9% 0.00% $ 692,545 1.1% 0.00% Municipal/Assessment District $ 893,500 1.8% 5.25%
Total Internally Managed $ 67,153,895 57.8% $ 61,572,456 55.5% $ 67,822,776 58.3% $ 61,188,583 55.7% Weighted Average Yield 4.27% 4.26% 4.53% 4.52%
Externally Managed Assets % Return % Return % Return % Return Cash $ 938 0% 0% $ 4,688 $ 2,131 0.0% 0.00% $ 1,427 0.0% 0.00% Commercial Paper $ - 0% 0% $ 748,555 1.5% 5.43% $ 739,604 1.5% 0.00% Money Market Fund $ 301,402 0.6% 3.94% $ 832,503 1.7% $ 219,455 0.5% 4.49% $ 1,110,193 2.3% 4.49% Treasury Securities $ 18,019,829 36.7% 4.20% $ 16,320,849 33.0% $ 15,615,384 32.1% 3.80% $ 15,268,781 31.3% 3.80% Instrumentality Securities $ 7,170,602 14.6% 4.30% $ 7,943,011 16.1% $ 9,016,594 18.6% 4.42% $ 9,099,833 18.7% 4.42% Corporate Notes $ 13,150,300 26.8% 4.92% $ 12,550,651 25.4% $ 11,848,951 24.4% 4.82% $ 11,999,405 24.6% 4.82% Asset Backed $ 4,381,789 8.9% 4.84% $ 4,833,808 9.8% $ 5,194,081 10.7% 4.84% $ 5,432,707 11.2% 4.84% Negotiable CD $ - 0.0% 0.00% 0.0% 0.0% $ - 0.0% 0.00%
Collateralized Mortgage Obligations (CMO) $ 4,829,889 9.8% 4.51% $ 4,802,670 9.7% $ 4,125,160 8.5% 4.44% $ 3,849,645 7.9% 4.44% Supranational $ 1,261,602 2.6% 4.32% $ 1,250,601 2.5% $ 939,586 1.9% 4.53% $ 315,102 0.6% 4.53% Municipal/Assessment District $ 893,500 1.8% $ 893,500 1.8% 5.25% $ 893,500 1.8% 5.25% Total Externally Managed $ 49,116,351 42.2% $ 49,432,281 44.5% $ 48,603,397 41.7% $ 48,710,196 44.3% Weighted Average Yield 4.59% 4.51% 4.31% 4.32%
Years Years Years Years
Effective Average Duration - External 1.84 1.84 1.84 1.84 Weighted Average Maturity - External 2.19 2.22 2.22 2.22 Total Portfolio Assets % Return % Return % Return % Return LAIF $ 65,580,543 56.4% 4.27% $ 60,863,383 54.8% 4.31% $ 67,213,508 57.73% 4.57% $ 60,496,038 55.0% 4.57% Cash $ 680,790 0.6% 0% $ 713,761 0.6% $ 611,399 0.53% 0.00% $ 693,972 0.6% 0.00% Commercial Paper $ - 0.0% 0% $ 748,555 0.64% 5.43% $ 739,604 0.7% 5.43% Money Market Fund $ 301,402 0.3% 3.94% $ 832,503 0.7% 3.95% $ 219,455 0.19% 4.49% $ 1,110,193 1.0% 4.49% Treasury Securities $ 18,019,829 15.5% 4.20% $ 16,320,849 14.7% 4.24% $ 15,615,384 13.41% 3.80% $ 15,268,781 13.9% 3.80% Instrumentality Securities $ 7,170,602 6.2% 4.30% $ 7,943,011 7.2% 4.34% $ 9,016,594 7.74% 4.42% $ 9,099,833 8.3% 4.42% Corporate Notes $ 13,150,300 11.3% 4.92% $ 12,550,651 11.3% 4.87% $ 11,848,951 10.18% 4.82% $ 11,999,405 10.9% 4.82% Asset Backed $ 4,381,789 3.8% 4.84% $ 4,833,808 4.4% 4.83% $ 5,194,081 4.46% 4.84% $ 5,432,707 4.9% 4.84% Collateralized Mortgage Obligations (CMO) $ 4,829,889 4.2% 4.51% $ 4,802,670 4.3% 4.44% $ 4,125,160 3.54% 4.44% $ 3,849,645 3.5% 4.44% Supranational $ 1,261,602 1.1% 4.32% $ 1,250,601 1.1% 4.31% $ 939,586 0.81% 4.53% $ 315,102 0.3% 4.53% Municipal/Assessment District $ 893,500 0.8% 5.25% $ 893,500 0.8% 5.25% $ 893,500 0.77% 5.25% $ 893,500 0.8% 5.25% Total Portfolio Assets $ 116,270,246 100% $ 111,004,737 100% $ 116,426,173 100.00% $ 109,898,779 100.0% Weighted Average Yield 4.50% 4.37% 4.44% 4.43%
Years Years Years Years
Effective Average Duration - Total 0.78 0.80 0.81 0.81
Weighted Average Maturity - Total 0.93 0.96 0.97 0.97
June 30, 2025
See Externally Managed Assests See Externally Managed Assests See Externally Managed Assests See Internally Managed Assets
City of San Rafael
Historical Activity-By Quarter
March 31, 2025 December 31, 2024 September 30, 2024

INVESTMENT REPORT
City of San Rafael | As of June 30, 2025
CHANDLER ASSET MANAGEMENT | chandlerasset.com
Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures at the end of the statement.

TABLE OF CONTENTS
City of San Rafael | As of June 30, 2025

ECONOMIC UPDATE

ACCOUNT PROFILE

CONSOLIDATED INFORMATION

PORTFOLIO HOLDINGS

TRANSACTIONS
1 ECONOMIC UPDATE
2 


Recent economic data suggest slower growth in 2025 and greater market uncertainty as the effects of fiscal policy unfold. Inflationary trends have subsided, but some components remain sticky, and core levels remain above the Fed’s target. The labor market reflects improved balance between supply and demand for workers. While job creation has been robust, continuing jobless claims remain elevated.

Given the economic outlook, we expect gradual normalization of monetary policy and a steepening yield curve.

US Treasury yields declined in June. The 2-year Treasury yield fell 18 basis points to 3.72%, the 5-year Treasury dropped 17 basis points to

3.80%, and the 10-year Treasury yield also declined 17 basis points to 4.23%. The spread between the 2-year and 10-year Treasury yield points on the curve edged up to +51 basis points at June month-end versus +50 basis points at May month-end. The spread between the 2- year Treasury and 10-year Treasury yield one year ago was -36 basis points. The spread between the 3-month and 10-year Treasury yield points on the curve was -7 basis points in June, versus -6 basis points in May.

ECONOMIC UPDATE
3 -400
-200
0 200
400
600
800
1,000
MOM Change In Thousands (000's)
Nonfarm Payroll (000's)
Non-farm Payroll (000's)
3-month average (000's)

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%
Unemployment Rate
Underemployment Rate (U6)
Unemployment Rate (U3)
Rate (%)
The U.S. economy added 147,000 jobs in June, exceeding consensus expectations, and the last two months were revised up by 16,000.

Gains were primarily driven by state and local government education, while job growth in service sectors languished. The three-month moving average and six-month moving average payrolls totaled 150,000 and 130,000 respectively. The unemployment rate declined to

4.1% in June from 4.2% in May, due to a shrinking labor force. The labor participation rate dipped to 62.3%, remaining below the prepandemic level of 63.3%. The U-6 underemployment rate, which includes those who are marginally attached to the labor force and employed part time for economic reasons dropped to 7.7% in June. Average hourly earnings fell slightly, marking a 3.7% year-over-year increase.

Source: US Department of Labor Source: US Department of Labor

EMPLOYMENT
4 0
2,000
4,000
6,000
8,000
10,000
12,000
14,000
Job Openings
Recession
Historical Average
In Thousands (000's)
The Labor Department’s Job Openings and Labor Turnover Survey (JOLTS) unexpectedly rose to 7.77 million new job openings in May from

7.40 million in April. Layoffs declined and the quits rate increased. Job openings indicate a ratio of approximately 1.1 jobs for each unemployed individual, representing a relatively balanced labor market.

Source: US Department of Labor

JOB OPENINGS & LABOR TURNOVER SURVEY
5 0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%
Consumer Price Index (CPI)
CPI YOY % Change
Core CPI YOY % Change
YOY (%) Change

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%
Personal Consumption Expenditures (PCE)
PCE Price Deflator YOY % Change
PCE Core Deflator YOY % Change
Fed Target
YOY (%) Change
In May, the Consumer Price Index (CPI) cooled slightly more than consensus expectations. The headline CPI increased 0.1% month-overmonth and rose 2.4% year-over-year, while the Core CPI rose 0.1% month-over-month and 2.8% year-over-year. The Personal Consumption Expenditures (PCE) price index increased 0.1% month-over-month and rose 2.3% year-over-year in May. The Core PCE deflator, which excludes food and energy and is the Fed’s preferred gauge, increased 0.2% month-over-month and 2.7% year-over-year, up from April’s

2.6% year-over-year increase. Inflation is hovering above the Fed’s 2% target.

Source: US Department of Labor Source: US Department of Commerce

INFLATION
6 -10.0%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%
Retail Sales YOY % Change
YOY (%) Change
Advance Retail Sales were down 0.9% month-over-month in May, further slowing from a downwardly revised -0.1% in April. Declines were led by auto sales, building materials, garden equipment and supplies, and spending at restaurants and bars fell by the most since early 2023. Control group sales, which feed into GDP, were the only bright spot in the report, with a 0.4% increase. On a year-over-year basis, Retail Sales grew 3.3% in May following a 5.0% increase in April. The Conference Board’s Consumer Confidence Index dropped to 93.0 in June from 98.4 in May, as consumers’ assessment of both the current situation and future expectations for income and labor markets soured. While the consumer has been resilient, elevated inflation expectations, concerns about trade policies and tariffs, and general economic and policy uncertainty could pose potential risks to future spending. 0 20
40 60
80 100
120
140
160
Index Level
Consumer Confidence
Recession
Source: US Department of Commerce Source: The Conference Board All time high is 144.70 (1/31/00); All time low is 25.30 (2/28/09)

CONSUMER
7 -25.0%
-20.0%
-15.0%
-10.0%
-5.0%

0.0%

5.0%

10.0%

15.0%
Leading Economic Indicators (LEI)
Recession
YOY (%) Change
-1.00
-0.75
-0.50
-0.25

0.00 0.25

0.50 0.75

1.00 Chicago Fed National Activity Index (CFNAI)
Recession
3 Month Average
The Conference Board’s Leading Economic Index (LEI) fell by 0.1% in May, following a downwardly revised 1.4% decline in April. The LEI decreased by 4.0% year-over-year. The rebound in the stock market was the primary positive contributor, offset by consumer pessimism, weak new orders in manufacturing, the second consecutive month of rising initial unemployment claims, and a drop in housing permits.

The Chicago Fed National Activity Index (CFNAI) improved to -0.28 in May from a downwardly revised -0.36 in April. The three-month moving average dropped to -0.16 in May from 0.06 in April, indicating slightly below trend growth.

Source: The Conference Board Source: Federal Reserve Bank of Chicago

LEADING INDICATORS OF ECONOMIC ACTIVITY
8 0
200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2,200
2,400
In Thousands of Units
Annualized Housing Starts
Multi Family Housing Starts
Single Family Housing Starts
Housing starts declined 9.8% month-over-month in May to a seasonally adjusted annual rate of 1.256 million units. Single family starts increased 0.4% above the revised April figures, whereas multi-family starts fell -30.4%. Total starts dropped 4.6% compared to May 2024.

Homebuilder confidence is shaky due to elevated mortgage rates, affordability constraints, and a weakening economic outlook. The Freddie Mac 30-year fixed rate mortgage averaged approximately 6.8% in June. According to the Case-Shiller 20-City Home Price Index, housing prices rose 3.4% year-over-year in April, compared to 4.1% in March. Limited inventory, elevated mortgage rates, and lack of affordability continue to weigh on the housing market.

Source: US Department of Commerce Source: S&P
-20.0%
-16.0%
-12.0%
-8.0%
-4.0%

0.0%

4.0%

8.0%

12.0%

16.0%

20.0%

24.0%
S&P/Case-Shiller 20 City Composite Home Price Index
Recession
YOY (%) Change

HOUSING
9 40
45 50
55 60
65 70
Institute of Supply Management (ISM) Surveys
ISM Manufacturing ISM Services

EXPANDING

CONTRACTING
The Institute for Supply Management (ISM) Manufacturing index edged up to 49.0 in June from 48.5 in May, indicating a continuation of modest contraction in the sector. Inventories and production improved as companies worked through backlogs, while employment and new orders contracted. The ISM Services index increased to 50.8 in June from 49.9 in May, as new orders improved. However, ongoing concerns about the impact of tariffs remain. A reading over 50 indicates expansion, while a reading under 50 indicates contraction.

Source: Institute for Supply Management

SURVEY BASED MEASURES
10 Components of GDP 6/24 9/24 12/24 3/25

1.9% 2.5% 2.7% 0.3%

1.5% 0.2% -1.0% 3.9%
-0.9% -0.4% 0.3% -4.6%

0.3% 0.6% 0.3% -0.3%

0.3% 0.3% 0.3% 0.2%

3.0% 3.1% 2.5% -0.5%
Personal Consumption Expenditures
Gross Private Domestic Investment
Net Exports and Imports
Federal Government Expenditures
Total
State and Local (Consumption and Gross
Investment)
-40.0%
-30.0%
-20.0%
-10.0%

0.0%

10.0%

20.0%

30.0%

40.0%
Gross Domestic Product (GDP)
GDP QOQ % Change
GDP YOY % Change
Source: US Department of Commerce Source: US Department of Commerce Real GDP decreased at an annualized rate of 0.5% in the first quarter of 2025, according to the third and final estimate from the Bureau of Economic Analysis, a downward revision from the previously estimated 0.2% decline. This marks the first negative quarter since 2022.

The primary driver of the downward revision was weaker personal consumption expenditures. Net exports remained the primary drag on growth, as imports rose sharply in anticipation of higher tariffs. Gross investment contributed positively, powered by business decisions to get ahead of possible cost increases. The consensus projection calls for 2.1% growth for the second quarter and 1.5% for the full year 2025.

GROSS DOMESTIC PRODUCT (GDP)
11 Source: Federal Reserve Source: Bloomberg
0 1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
8,000,000
9,000,000
10,000,000
Federal Reserve Balance Sheet Assets
Recession
In $ millions
As broadly anticipated, the Federal Open Market Committee (FOMC) left the Federal Funds Rate unchanged at the range of 4.25 - 4.50% at the June meeting. In the Summary of Economic Projections (SEP), Federal Reserve officials continued to pencil in two rate cuts in 2025, while downgrading estimates for economic growth and raising forecasts for both unemployment and inflation this year. The statement indicated that uncertainty about the economic outlook remained elevated but had diminished. The monthly redemption cap on Treasuries will remain at $5 billion, while the cap on agencies and mortgage-backed securities will be maintained at $35 billion. Since the Fed began its Quantitative Tightening campaign in June 2022, securities holdings have declined by about $2.2 trillion to approximately $6.7 trillion.

FEDERAL RESERVE

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%
Effective Federal Funds Rate
Recession
Yield (%)
12 Source: Bloomberg Source: Bloomberg

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
US Treasury Note Yields
2-Year
5-Year
10-Year
Yield (%)

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
US Treasury Yield Curve
Jun-25
Mar-25
Jun-24
Yield (%)
At the end of June, the 2-year Treasury yield was 103 basis points lower, and the 10-Year Treasury yield was 17 basis points lower, yearover-year. The spread between the 2-year and 10-year Treasury yield points on the curve edged up to +51 basis points at June month-end versus +50 basis points at May month-end. The recent yield curve inversion which began in July 2022 was historically long. The average historical spread (since 2005) is about +99 basis points. The spread between the 3-month and 10-year Treasury yield points on the curve was -7 basis points in June, versus -6 basis points in May.

BOND YIELDS
13 ACCOUNT PROFILE
14 OBJECTIVES
City of San Rafael | As of June 30, 2025
Investment Objectives
Safety of principal is the foremost objective of the investment program. The investment portfolio shall remain sufficiently liquid to meet all requirements that may be reasonably anticipated. The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints and liquidity needs.

Chandler Asset Management Performance Objective
The performance objective for the portfolio is to earn a total rate of return through a market cycle that is equal to or above the return on the benchmark index.

Strategy
In order to achieve this objective, the portfolio invests in high-quality fixed income securities that comply with the investment policy and all regulations governing the funds. 15 STATEMENT OF COMPLIANCE
San Rafael Cons | Account #11047 | As of June 30, 2025
Rules Name Limit Actual Compliance
Status Notes

AGENCY MORTGAGE SECURITIES (CMOS)
Max % (MV; ABS, CMO, & MBS) 20.0 8.0 Compliant
Max Maturity (Years) 5.0 4.0 Compliant
Min Rating (AA- by 1; A- Issuer by 1) 0.0 0.0 Compliant

ASSET-BACKED SECURITIES (ABS)
Max % (MV; ABS, CMO & MBS) 20.0 8.0 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (AA- by 1; A- Issuer by 1) 0.0 0.0 Compliant

BANKERS' ACCEPTANCES
Max % (MV) 40.0 0.0 Compliant
Max Amount Issuer (MV) 2.0 0.0 Compliant
Max Maturity (Days) 180 0.0 Compliant
Min Rating (A-1 by 1 or A- by 1) 0.0 0.0 Compliant

CERTIFICATE OF DEPOSIT PLACEMENT SERVICE
(CDARS)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
COLLATERALIZED TIME DEPOSITS (NONNEGOTIABLE CD/TD)
Max % (MV; CDs & NCDs) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant

COMMERCIAL PAPER
Max % (MV) 25.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 270 0.0 Compliant
Min Rating (A-1 by 1 or A- by 1) 0.0 0.0 Compliant

CORPORATE MEDIUM TERM NOTES
Max % (MV) 30.0 11.4 Compliant
Max % Issuer (MV) 5.0 0.5 Compliant
16 STATEMENT OF COMPLIANCE
San Rafael Cons | Account #11047 | As of June 30, 2025
Rules Name Limit Actual Compliance
Status Notes
Max Maturity (Years) 5 4 Compliant
Min Rating (A- by 1) 0.0 0.0 Compliant

FDIC INSURED TIME DEPOSITS (NON-NEGOTIABLE
CD/TD)
Max % (MV; CDs & NCDs) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant

FEDERAL AGENCIES
Max % (MV) 100.0 6.2 Compliant
Max Maturity (Years) 5 2 Compliant

LOCAL AGENCY INVESTMENT FUND (LAIF)
Max Concentration (MV) 75.0 65.6 Compliant

MONEY MARKET MUTUAL FUNDS
Max % (MV) 10.0 0.3 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant

MORTGAGE-BACKED SECURITIES (NON-AGENCY)
Max % (MV) 20.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant
Min Rating (AA- by 1; A- Issuer by 1) 0.0 0.0 Compliant

MUNICIPAL SECURITIES (CA, LOCAL AGENCY)
Max Maturity (Years) 5 0.0 Compliant

NEGOTIABLE CERTIFICATES OF DEPOSIT (NCD)
Max % (MV; CDs & NCDs) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant
Min Rating (A-1 or A- by 1) 0.0 0.0 Compliant

REPURCHASE AGREEMENTS
Max Maturity (Years) 1.0 0.0 Compliant

SRI PROHIBITED INVESTMENTS
Prohibited Investments - Energy 0.0 0.0 Compliant
17 STATEMENT OF COMPLIANCE
San Rafael Cons | Account #11047 | As of June 30, 2025
Rules Name Limit Actual Compliance
Status Notes

SUPRANATIONAL OBLIGATIONS
Max % (MV) 15.0 1.1 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant
U.S. TREASURIES
Max % (MV) 100.0 15.6 Compliant
Max Maturity (Years) 5 4 Compliant
18 PORTFOLIO CHARACTERISTICS
City of San Rafael | Account #11045 | As of June 30, 2025 Benchmark* 6/30/2025
Portfolio
3/31/2025
Portfolio
Average Maturity (yrs) 1.85 2.19 2.17
Average Modified Duration 1.76 1.84 1.82
Average Purchase Yield 4.50% 4.51%
Average Market Yield 3.80% 4.07% 4.20%
Average Quality** AA+ AA AA+
Total Market Value 49,545,212 48,890,211
*Benchmark: ICE BofA 1-3 Year US Treasury & Agency Index **The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 19 SECTOR DISTRIBUTION
City of San Rafael | Account #11045 | As of June 30, 2025 Sector as a Percentage of Market Value
Sector 06/30/2025 03/31/2025
US Treasury 36.69% 33.62%
Corporate 26.77% 25.86%
Agency 14.60% 16.36%
Agency CMBS 9.83% 9.89%
ABS 8.92% 9.96%
Supras 2.57% 2.58%
Money Mkt Fd 0.61% 1.72%
20 ISSUERS
City of San Rafael | Account #11045 | As of June 30, 2025 Issuer Investment Type % Portfolio
Government of The United States US Treasury 36.69%
FHLMC Agency CMBS 9.83%
Federal Home Loan Banks Agency 7.81%
Farm Credit System Agency 6.79%
International Bank for Recon and Dev Supras 1.93%
Bank of America Credit Card Trust ABS 1.51%
Honda Auto Receivables Owner Trust ABS 1.48%
John Deere Owner Trust ABS 1.27%
Eli Lilly and Company Corporate 1.25%
Bank of Montreal Corporate 1.25%
The Home Depot, Inc. Corporate 1.24%
Bank of America Corporation Corporate 1.21%
Toyota Motor Corporation Corporate 1.20%
The Toronto-Dominion Bank Corporate 1.19%
Caterpillar Inc. Corporate 1.14%
Cisco Systems, Inc. Corporate 1.13%
National Rural Utilities Cooperative Corporate 1.13%
PACCAR Inc Corporate 1.12%
Royal Bank of Canada Corporate 1.12%
Florida Power & Light Corporate 1.12%
Prologis, Inc. Corporate 1.11%
State Street Corporation Corporate 1.08%
PepsiCo, Inc. Corporate 1.03%
Honda Motor Co., Ltd. Corporate 1.02%
Chase Issuance Trust ABS 1.02%
Chubb Limited Corporate 1.01%
American Express Credit Master Trust ABS 1.01%
Realty Income Corporation Corporate 1.01%
MorganStanley Corporate 1.00%
JPMorgan Chase & Co. Corporate 0.99%
21 ISSUERS
City of San Rafael | Account #11045 | As of June 30, 2025 Issuer Investment Type % Portfolio
Toyota Auto Receivables Owner Trust ABS 0.96%
Deere & Company Corporate 0.88%
U.S. Bancorp Corporate 0.87%
BMW Vehicle Owner Trust ABS 0.83%
BNY Mellon Corp Corporate 0.72%
Public Service Enterprise Group Inco Corporate 0.67%
International Finance Corporation Supras 0.63%
AbbVie Inc. Corporate 0.63%
U.S. Bancorp Money Mkt Fd 0.61%
Hyundai Auto Receivables Trust ABS 0.38%
Target Corporation Corporate 0.37%
Merck & Co., Inc. Corporate 0.27%
Mercedes-Benz Auto Lease Trust ABS 0.25%
Mercedes-Benz Auto Receivables Trust ABS 0.22%
Cash Cash 0.00%
TOTAL 100.00%
22 QUALITY DISTRIBUTION
Rating 06/30/2025 03/31/2025
AAA 9.8% 11.7%
AA 59.9% 58.7%
A 25.8% 24.8%
NA 4.5% 4.8%
Rating 06/30/2025 03/31/2025
AAA 9.74% 70.64%
AA 63.90% 3.35%
A 23.58% 22.56%
NA 2.78% 3.45%
Rating 06/30/2025 03/31/2025
AAA 14.97% 17.08%
AA 61.65% 60.45%
A 9.98% 8.85%
NA 13.40% 13.63%
City of San Rafael | Account #11045 | As of June 30, 2025 S&P Rating Moody’s Rating Fitch Rating
23 0-.25 .25-.5 .5-1 1-2 2-3 3-4 4-5 5-7 7+
Portfolio 4.3% 6.3% 16.5% 33.3% 24.0% 12.7% 3.1% 0.0% 0.0% ICE BofA 1-3 Year US Treasury & Agency Index 0.0% 0.1% 4.1% 57.4% 38.4% 0.0% 0.0% 0.0% 0.0%

DURATION DISTRIBUTION
City of San Rafael | Account #11045 | As of June 30, 2025 Portfolio Compared to the Benchmark
24 3 Months 12 Months 2 Years 3 Years 5 Years 10 Years Since Inception

TOTAL RATE OF RETURN
City of San Rafael 1.36% 6.02% 5.51% 4.97%
Benchmark 1.18% 5.67% 5.10% 4.34%
*Periods over 1 year are annualized.

Benchmark: ICE BofA 1-3 Year US Treasury & Agency Index Total rate of return: A measure of a portfolio’s performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending market value; it includes interest earnings, realized and unrealized gains and losses in the portfolio.

INVESTMENT PERFORMANCE
City of San Rafael | Account #11045 | As of June 30, 2025 Total Rate of Return : Inception | 02/01/2023
25 HISTORICAL AVERAGE PURCHASE YIELD
City of San Rafael | Account #11045 | As of June 30, 2025 Purchase Yield as of 06/30/25 = 4.50%
26 PORTFOLIO CHARACTERISTICS
San Rafael Reporting | Account #11046 | As of June 30, 2025 6/30/2025
Portfolio
3/31/2025
Portfolio
Average Maturity (yrs) 0.00 0.00
Average Modified Duration 0.00 0.00
Average Purchase Yield 4.27% 4.31%
Average Market Yield 4.23% 4.26%
Average Quality** AAA AAA
Total Market Value 66,260,395 61,572,456
*Benchmark: NO BENCHMARK REQUIRED
**The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 27 SECTOR DISTRIBUTION
San Rafael Reporting | Account #11046 | As of June 30, 2025 Sector as a Percentage of Market Value
Sector 06/30/2025 03/31/2025
LAIF 98.97% 98.85%
Cash 1.03% 1.15%
28 CONSOLIDATED INFORMATION
29 PORTFOLIO CHARACTERISTICS
San Rafael Cons | Account #11047 | As of June 30, 2025
6/30/2025
Portfolio
3/31/2025
Portfolio
Average Maturity (yrs) 0.93 0.96
Average Modified Duration 0.78 0.80
Average Purchase Yield 4.37% 4.40%
Average Market Yield 4.16% 4.23%
Average Quality** AA AA+
Total Market Value 115,805,607 110,462,667
*Benchmark: NO BENCHMARK REQUIRED
**The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 30 SECTOR DISTRIBUTION
San Rafael Cons | Account #11047 | As of June 30, 2025
Sector as a Percentage of Market Value
Sector 06/30/2025 03/31/2025
LAIF 56.84% 55.27%
US Treasury 15.62% 14.82%
Corporate 11.40% 11.40%
Agency 6.21% 7.21%
Agency CMBS 4.19% 4.36%
ABS 3.80% 4.39%
Supras 1.09% 1.14%
Cash 0.59% 0.65%
Money Mkt Fd 0.26% 0.76%
31 PORTFOLIO HOLDINGS
32 HOLDINGS REPORT
City of San Rafael | Account #11045 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
ABS
43815JAC7 HAROT 2023-1 A3 5.04
04/21/2027 66,800.30 02/16/20235.09%
66,787.89
66,794.91
100.24

4.53%
66,961.71

93.52 0.14%
166.80
Aaa/NA
AAA

1.81 0.43
58768PAC8 MBART 2022-1 A3 5.21
08/16/2027 105,967.04 02/15/20235.03%
106,513.43
106,147.12
100.31

4.55%
106,294.71
245.37

0.22%
147.59
Aaa/AAA
NA

2.13 0.43
89239HAD0 TAOT 2022-D A3 5.3 09/15/2027 214,391.34 02/10/2023

4.86%
216,920.49
215,280.99
100.49

4.41%
215,440.06
505.01

0.44%
159.08
Aaa/NA
AAA

2.21 0.52
47800CAC0 JDOT 2023 A3 5.01 11/15/2027 622,301.79 --

3.66%
623,888.12
622,905.62
100.30

4.60%
624,178.59
1,385.66

1.27%
1,272.97
Aaa/NA
AAA

2.38 0.65
58770JAD6 MBALT 2024-A A3 5.32
01/18/2028 120,000.00 05/17/20245.73%
119,985.96
119,990.21
101.22

4.38%
121,465.58
283.73

0.25%
1,475.38
Aaa/NA
AAA

2.55 1.22
891941AD8 TAOT 2023-B A3 4.71 02/15/2028 253,400.50 10/03/2023

5.68%
248,381.98
250,391.06
100.18

4.47%
253,862.04
530.45

0.52%
3,470.98
Aaa/NA
AAA

2.63 0.64
05592XAD2 BMWOT 2023-A A3 5.47
02/25/2028 67,717.56 07/11/20235.47%
67,705.56
67,710.65
100.59

4.49%
68,119.99

61.74 0.14%
409.34
NA/AAA
AAA

2.66 0.57
05522RDF2 BACCT 2022-2 A 5.0 04/17/2028 440,000.00 04/18/2023

4.59%
444,812.50
440,790.44
100.19

4.53%
440,834.42
977.78

0.90%

43.98 Aaa/AAA
NA

2.80 0.36
438123AC5 HAROT 2023-4 A3 5.67
06/21/2028 500,000.00 12/07/20235.10%
507,480.47
504,410.84
101.07

4.39%
505,332.50
787.50

1.03%
921.66
Aaa/NA
AAA

2.98 0.78
096912AD2 BMWLT 2025-1 A3 4.43
06/26/2028 125,000.00 06/03/2025

4.82%
124,997.25
124,997.30
100.57

4.16%
125,715.35
323.02

0.26%
718.05
NA/AAA
AAA

2.99 1.80
02582JKD1 AMXCA 2023-3 A 5.23 09/15/2026 490,000.00 09/12/2023

5.29%
489,978.10
489,991.16
101.13

4.30%
495,550.72
1,138.98

1.01%
5,559.56
NA/AAA
AAA

1.21 1.14
161571HT4 CHAIT 2023-1 A 5.16 09/15/2028 495,000.00 09/07/2023

5.23%
494,862.79
494,911.98
101.16

4.21%
500,720.67
1,135.20

1.02%
5,808.68
NA/AAA
AAA

3.21 1.14
05522RDH8 BACCT 2023-2 A 4.98 11/16/2026 300,000.00 02/20/2024

4.88%
301,125.00
300,567.01
101.06

4.22%
303,173.37
664.00

0.62%
2,606.36
Aaa/NA
AAA

1.38 1.30
096919AD7 BMWOT 2024-A A3 5.18
02/26/2029 210,000.00 06/04/20245.18%
209,968.10
209,975.24
101.26

4.11%
212,647.68
181.30

0.43%
2,672.44
Aaa/AAA
NA

3.66 1.12
437921AD1 HAROT 252 A3 4.15 10/15/2029 155,000.00 04/29/2025

4.15%
154,982.69
154,983.27
100.20

4.09%
155,307.40
285.89

0.32%
324.13
Aaa/NA
AAA

4.29 2.14
44935XAD7 HART 2025-B A3 4.36 12/17/2029 185,000.00 06/03/2025

4.36%
184,983.30
184,983.50
100.64

4.09%
186,184.37
448.11

0.38%
1,200.87
NA/AAA
AAA

4.47 2.07
33 HOLDINGS REPORT
City of San Rafael | Account #11045 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
4,363,373.64 100.72 4,381,789.15 8.92% 2.62
Total ABS 4,350,578.54 4.84% 4,354,831.29 4.36% 9,047.26 26,957.86 0.96 AGENCY
3130ATHT7 FEDERAL HOME LOAN BANKS

4.375 09/12/2025 1,300,000.00 01/12/2023

4.28%
1,303,159.00
1,300,236.76

99.96 4.51%
1,299,495.04
17,220.49

2.65%
(741.72)
Aa1/AA+
AA+

0.20 0.20
3130ATUC9 FEDERAL HOME LOAN BANKS 4.5
12/12/2025 1,000,000.00 02/13/2023

4.32%
1,004,720.00
1,000,750.08
100.06

4.34%
1,000,646.56
2,375.00

2.04%
(103.52)
Aa1/AA+
AA+

0.45 0.44
3130AWGR5 FEDERAL HOME LOAN BANKS

4.375 06/12/2026 525,000.00 06/28/20234.43%
524,165.25
524,732.32
100.28

4.07%
526,482.35
1,212.24

1.07%
1,750.03
Aa1/AA+
AA+

0.95 0.92
3133EPSW6 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.5 08/14/2026 560,000.00 08/09/20234.58%
558,712.00
559,519.35
100.55

3.99%
563,085.07
9,590.00

1.15%
3,565.72
Aa1/AA+
AA+

1.12 1.07
3130AXU63 FEDERAL HOME LOAN BANKS

4.625 11/17/2026 500,000.00 12/18/20234.23%
505,325.00
502,522.37
100.87

3.96%
504,366.69
2,826.39

1.03%
1,844.32
Aa1/AA+
AA+

1.38 1.32
3133EP6K6 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.5 03/26/2027 1,000,000.00 04/24/20244.84% 990,700.00
994,472.39
101.11

3.83%
1,011,126.13
11,875.00

2.06%
16,653.74
Aa1/AA+
AA+

1.74 1.64
3133ERMB4 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.25 07/23/2027 750,000.00 07/18/20244.26% 749,767.50
749,840.33
100.79

3.85%
755,888.24
13,989.58

1.54%
6,047.91
Aa1/AA+
AA+

2.06 1.92
3133ERNP2 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.0 08/06/2027 1,000,000.00 08/19/20243.92% 1,002,290.00
1,001,622.70
100.40

3.80%
1,003,995.68
16,111.11

2.04%
2,372.98
Aa1/AA+
AA+

2.10 1.96
3130ATUS4 FEDERAL HOME LOAN BANKS 4.25
12/10/2027 500,000.00 05/15/2023

3.66%
512,310.00
506,579.10
101.10

3.77%
505,516.28
1,239.58

1.03%
(1,062.82)
Aa1/AA+
AA+

2.45 2.30
7,151,148.75 100.50 7,170,602.04 14.60% 1.28
Total Agency 7,135,000.00 4.30% 7,140,275.41 4.06% 76,439.39 30,326.63 1.21

AGENCY CMBS
3137BVZ82 FHMS K-063 A2 3.43 01/25/2027 700,000.00 06/07/2023

4.53%
674,542.97
689,241.02

98.81 4.16%
691,680.92
2,000.83

1.41%
2,439.90
Aa1/AA+
AAA

1.57 1.36
3137F1G44 FHMS K-065 A2 3.243 04/25/2027 450,000.00 06/08/2023

4.39%
431,736.33
441,591.87

98.42 4.10%
442,895.00
1,216.13

0.90%
1,303.13
Aa1/AA+
AAA

1.82 1.65
3137F2LJ3 FHMS K-066 A2 3.117 06/25/2027 350,000.00 04/18/2024

5.06%
330,654.30
338,058.21

98.23 4.04%
343,804.20
909.13

0.70%
5,745.99
Aa1/AA+
AAA

1.99 1.74
34 HOLDINGS REPORT
City of San Rafael | Account #11045 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
3137FBBX3 FHMS K-068 A2 3.244 08/25/2027 240,000.00 06/08/2023

4.34%
229,940.63
234,930.34

98.27 4.04%
235,858.56
648.80

0.48%
928.22
Aaa/AA+
AA+

2.15 1.98
3137FBU79 FHMS K-069 A2 3.187 09/25/2027 490,682.97 06/09/2023

4.41%
467,720.54
478,873.72

98.15 4.01%
481,600.97
1,303.17

0.98%
2,727.25
Aa1/AAA
AA+

2.24 2.06
3137FETN0 FHMS K-073 A2 3.35 01/25/2028 670,000.00 05/24/2023

4.34%
643,932.81
655,792.84

98.31 4.01%
658,671.71
1,870.42

1.34%
2,878.87
Aa1/AA+
AAA

2.57 2.31
3137FG6X8 FHMS K-077 A2 3.85 05/25/2028 780,000.00 05/24/2023

4.65%
765,679.69
771,756.66

99.43 4.00%
775,580.52
2,502.50

1.58%
3,823.86
Aa1/AA+
AAA

2.90 2.62
3137FJEH8 FHMS K-081 A2 3.9 08/25/2028 350,000.00 11/21/2024

4.53%
342,070.31
343,350.62

99.55 4.00%
348,409.71
1,137.50

0.71%
5,059.08
Aa1/AA+
AAA

3.15 2.89
3137FLMV3 FHMS K-090 A2 3.422 02/25/2029 650,000.00 03/26/2025

4.37%
627,656.25
629,121.41

97.84 4.04%
635,949.34
1,853.58

1.29%
6,827.93
Aa1/AAA
AA+

3.66 3.32
3137FMTY8 FHMS K-094 A2 2.903 06/25/2029 225,000.00 06/21/2024

4.65%
207,764.65
211,305.50

95.75 4.06%
215,437.66
544.31

0.44%
4,132.15
Aa1/AA+
AAA

3.99 3.62
4,721,698.48 98.46 4,829,888.57 9.83% 2.57
Total Agency CMBS 4,905,682.97 4.51% 4,794,022.21 4.05% 13,986.37 35,866.36 2.32 CASH
CCYUSD Receivable 937.78 -- 937.78
937.78

1.00 0.00%
937.78

0.00 0.00%

0.00 Aaa/AAA
AAA

0.00 0.00
937.78 1.00 937.78 0.00% 0.00
Total Cash 937.78 937.78 0.00% 0.00 0.00 0.00

CORPORATE
78016FZT4 ROYAL BANK OF CANADA 4.875
01/12/2026 550,000.00 07/19/20235.34%
544,197.50
548,751.12
100.20

4.49%
551,085.24
12,586.98

1.12%
2,334.12
A1/A
AA0.540.51
00440EAV9 CHUBB INA HOLDINGS LLC 3.35
05/03/2026 500,000.00 03/09/20235.09%
475,060.00
493,346.43

99.23 4.29%
496,154.81
2,698.61

1.01%
2,808.37
A2/A
A

0.84 0.81
341081GR2 FLORIDA POWER & LIGHT CO 4.45
05/15/2026 550,000.00 05/18/20234.65%
547,030.00
549,132.73
100.11

4.32%
550,585.61
3,127.36

1.12%
1,452.89
A1/A
A+

0.87 0.76
74340XBK6 PROLOGIS LP 3.25 10/01/2026 550,000.00 01/16/2024

4.53%
532,240.50
541,777.01

98.84 4.21%
543,617.82
4,468.75

1.11%
1,840.81
A2/A
NA

1.25 1.20
35 HOLDINGS REPORT
City of San Rafael | Account #11045 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
89236TDR3 TOYOTA MOTOR CREDIT CORP 3.2
01/11/2027 600,000.00 01/22/20244.57%
577,398.00
588,333.78

98.56 4.18%
591,383.21
9,066.67

1.20%
3,049.44
A1/A+
A+

1.53 1.45
63743HFM9

NATIONAL RURAL UTILITIES
COOPERATIVE FINANCE CORP 4.8
02/05/2027
550,000.00 01/25/2024

4.75%
550,792.00
550,411.25
100.89

4.21%
554,910.31
10,706.67

1.13%
4,499.07
A2/AA1.60

1.42 17275RBQ4 CISCO SYSTEMS INC 4.8
02/26/2027 550,000.00 --

4.82%
549,759.00
549,865.87
101.21

4.03%
556,669.60
9,166.67

1.13%
6,803.73
A1/AANA1.66

1.48 857477CL5 STATE STREET CORP 4.993
03/18/2027 525,000.00 03/13/20244.99%
525,000.00
525,000.00
101.45

4.11%
532,597.96
7,499.90

1.08%
7,597.96
Aa3/A
AA1.711.53
06406RBQ9 BANK OF NEW YORK MELLON
CORP 4.947 04/26/2027 350,000.00 04/19/20235.26%
350,497.00
350,135.59
100.46

4.94%
351,622.65
3,126.23

0.72%
1,487.07
Aa3/A
AA1.820.79
14913UAL4 CATERPILLAR FINANCIAL SERVICES
CORP 5.0 05/14/2027 550,000.00 05/13/2024

5.01%
549,818.50
549,886.85
101.70

4.04%
559,363.32
3,590.28

1.14%
9,476.47
A2/A
A+

1.87 1.76
74456QBS4 PUBLIC SERVICE ELECTRICAND
GAS CO 3.0 05/15/2027 337,000.00 04/18/20234.48%
318,673.94
328,576.92

98.10 4.06%
330,602.61
1,291.83

0.67%
2,025.69
A1/A
NA

1.87 1.79
437076DB5 HOME DEPOT INC 4.875
06/25/2027 600,000.00 06/20/20244.92%
599,208.00
599,476.34
101.58

4.04%
609,453.79
487.50

1.24%
9,977.45
A2/A
A

1.99 1.80
532457CP1 ELI LILLY AND CO 4.15 08/14/2027 305,000.00 08/12/2024

4.18%
304,752.95
304,825.37
100.49

3.90%
306,495.93
4,816.88

0.62%
1,670.55
Aa3/A+
NA

2.12 1.91
24422EXZ7 JOHN DEERE CAPITAL CORP 4.65
01/07/2028 425,000.00 01/06/2025

4.66%
424,872.50
424,892.68
101.51

4.01%
431,418.06
9,442.08

0.88%
6,525.38
A1/A
A+

2.52 2.31
89115A2M3 TORONTO-DOMINION BANK 5.156
01/10/2028 575,000.00 07/12/2023

5.29%
571,929.50
573,272.96
102.04

4.29%
586,742.83
14,082.33

1.19%
13,469.87
A2/AAA2.53

2.30 756109AU8 REALTY INCOME CORP 3.65
01/15/2028 500,000.00 04/10/20234.87%
474,240.00
486,253.43

98.77 4.17%
493,845.93
8,415.28

1.01%
7,592.49
A3/ANA2.54

2.36 06051GGF0 BANK OF AMERICA CORP 3.824
01/20/2028 600,000.00 07/12/20235.89%
567,738.00
585,750.53

99.13 5.07%
594,770.90
10,261.07

1.21%
9,020.37
A1/AAA2.56

1.46 46647PEA0 JPMORGAN CHASE & CO 5.04
01/23/2028 200,000.00 01/17/20244.99%
200,292.00
200,152.13
100.95

4.85%
201,906.81
4,424.00

0.41%
1,754.68
A1/A
AA2.571.46
06368LGV2 BANK OF MONTREAL 5.203
02/01/2028 600,000.00 09/05/20235.48%
593,520.00
596,191.79
102.27

4.26%
613,614.49
13,007.50

1.25%
17,422.70
A2/AAA2.59

2.28 02665WFX4 AMERICAN HONDA FINANCE
CORP 4.55 03/03/2028 500,000.00 03/06/2025

4.60%
499,255.00
499,334.14
100.52

4.34%
502,594.12
7,330.56

1.02%
3,259.98
A3/ANA2.68

2.46 36

HOLDINGS REPORT
City of San Rafael | Account #11045 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
00287YDY2 ABBVIE INC 4.65 03/15/2028 305,000.00 02/18/2025

4.70%
304,594.35
304,639.91
101.51

4.05%
309,611.00
4,924.48

0.63%
4,971.09
A3/ANA2.71

2.41 90331HPS6 US BANK NA 4.73 05/15/2028 425,000.00 05/12/2025

4.88%
425,000.00
425,000.00
100.50

4.74%
427,134.96
2,568.65

0.87%
2,134.96
A2/A+
A+

2.88 1.76
58933YBH7 MERCK & CO INC 4.05 05/17/2028 130,000.00 05/08/2023

4.07%
129,894.70
129,939.43
100.46

3.88%
130,597.50
643.50

0.27%
658.08
Aa3/A+
NA

2.88 2.61
87612EBU9 TARGET CORP 4.35 06/15/2028 180,000.00 06/05/2025

4.35%
179,998.20
179,998.23
100.60

4.13%
181,081.90
456.75

0.37%
1,083.66
A2/A
A

2.96 2.67
61744YAK4 MORGAN STANLEY 3.591
07/22/2028 500,000.00 08/10/20235.87%
465,070.00
478,372.06

98.25 4.21%
491,248.00
7,930.13

1.00%
12,875.94
A1/AA+3.06

1.93 46647PEU6 JPMORGAN CHASE & CO 4.915
01/24/2029 280,000.00 01/16/20254.92%
280,000.00
280,000.00
101.34

4.58%
283,760.00
6,001.76

0.58%
3,760.00
A1/A
AA3.572.34
713448FX1 PEPSICO INC 4.5 07/17/2029 500,000.00 07/16/2024

4.52%
499,490.00
499,587.48
101.59

4.07%
507,970.78
10,250.00

1.03%
8,383.30
A1/A+
NA

4.05 3.53
532457CV8 ELI LILLY AND CO 4.75 02/12/2030 300,000.00 02/10/2025

4.75%
300,066.00
300,060.89
102.53

4.14%
307,582.88
5,502.08

0.63%
7,521.99
Aa3/A+
NA

4.62 3.98
69371RT71 PACCAR FINANCIAL CORP 4.55
05/08/2030 545,000.00 05/05/20254.59%
544,155.25
544,180.23
101.26

4.26%
551,877.07
3,650.74

1.12%
7,696.83
A1/A+
NA

4.85 4.29
Total Corporate 13,082,000.00 4.92%
12,884,542.89
12,987,145.14
100.54

4.27%
13,150,300.09
181,525.23

26.77%
163,154.95

2.29 1.92

MONEY MARKET
FUND
31846V807 FIRST AMER:TRS OBG Y 301,401.62 --

3.94%
301,401.62
301,401.62

1.00 3.94%
301,401.62

0.00 0.61%

0.00 Aaa/AAAm
AAA

0.00 0.00
Total Money Market
Fund 301,401.62 3.94%
301,401.62
301,401.62

1.00 3.94%
301,401.62

0.00 0.61%

0.00 0.00

0.00 SUPRANATIONAL
45950KDD9 INTERNATIONAL FINANCE CORP

4.5 07/13/2028 305,000.00 07/06/20234.53%
304,661.45
304,794.68
102.12

3.75%
311,460.31
6,405.00

0.63%
6,665.63
Aaa/AAA
NA

3.04 2.76
37 HOLDINGS REPORT
City of San Rafael | Account #11045 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
459058LN1

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 3.875 10/16/2029
650,000.00 12/17/2024

4.32%
637,513.50
638,894.59
100.24

3.81%
651,527.88
5,247.40

1.33%
12,633.28
Aaa/AAA
NA

4.30 3.89
459058LR2

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 4.125 03/20/2030
295,000.00 03/14/2025

4.20%
293,946.85
294,006.26
101.23

3.84%
298,614.03
3,414.01

0.61%
4,607.77
Aaa/AAA
NA

4.72 4.21
Total Supranational 1,250,000.00 4.34%
1,236,121.80
1,237,695.53
100.93

3.81%
1,261,602.22
15,066.41

2.57%
23,906.68

4.09 3.69

US TREASURY
91282CAM3 UNITED STATES TREASURY 0.25
09/30/2025 500,000.00 01/12/20233.65%
456,445.31
496,004.56

99.00 4.31%
495,006.51
314.21

1.01%
(998.05)
Aa1/AA+
AA+

0.25 0.25
91282CJE2 UNITED STATES TREASURY 5.0
10/31/2025 1,000,000.00 05/28/20245.09%
998,671.88
999,688.40
100.20

4.34%
1,002,041.02
8,423.91

2.04%
2,352.62
Aa1/AA+
AA+

0.34 0.33
9128285N6 UNITED STATES TREASURY 2.875
11/30/2025 500,000.00 01/12/20233.15%
496,212.61
499,453.29

99.42 4.29%
497,094.73
1,217.55

1.01%
(2,358.57)
Aa1/AA+
AA+

0.42 0.41
91282CGE5 UNITED STATES TREASURY 3.875
01/15/2026 1,000,000.00 02/06/20234.13%
992,929.69
998,695.32

99.87 4.13%
998,652.34
17,876.38

2.03%
(42.98)
Aa1/AA+
AA+

0.54 0.52
91282CBQ3 UNITED STATES TREASURY 0.5
02/28/2026 500,000.00 01/12/20233.50%
455,839.84
490,650.26

97.60 4.19%
488,007.81
835.60

0.99%
(2,642.45)
Aa1/AA+
AA+

0.67 0.65
91282CKH3 UNITED STATES TREASURY 4.5
03/31/2026 1,000,000.00 04/24/20244.96%
991,679.69
996,778.09
100.27

4.12%
1,002,734.38
11,311.48

2.04%
5,956.29
Aa1/AA+
AA+

0.75 0.72
91282CBW0 UNITED STATES TREASURY 0.75
04/30/2026 500,000.00 01/12/20234.46%
443,595.43
485,805.16

97.29 4.10%
486,450.20
631.79

0.99%
645.03
Aa1/AA+
AA+

0.83 0.81
9128286X3 UNITED STATES TREASURY 2.125
05/31/2026 500,000.00 01/12/2023

4.31%
465,958.71
490,793.69

98.27 4.06%
491,367.19
899.93

1.00%
573.50
Aa1/AA+
AA+

0.92 0.89
91282CCJ8 UNITED STATES TREASURY 0.875
06/30/2026 500,000.00 01/12/20234.42%
443,595.43
483,769.75

96.96 4.02%
484,785.16

11.89 0.99%
1,015.40
Aa1/AA+
AA+

1.00 0.98
91282CHY0 UNITED STATES TREASURY 4.625
09/15/2026 900,000.00 09/25/20234.81%
895,429.69
898,142.39
100.80

3.93%
907,242.19
12,216.03

1.85%
9,099.80
Aa1/AA+
AA+

1.21 1.15
91282CJC6 UNITED STATES TREASURY 4.625
10/15/2026 500,000.00 10/19/20235.05%
494,218.75
497,504.15
100.89

3.91%
504,453.13
4,865.10

1.03%
6,948.97
Aa1/AA+
AA+

1.29 1.23
91282CKV2 UNITED STATES TREASURY 4.625
06/15/2027 625,000.00 06/26/20244.50%
627,148.44
626,416.42
101.66

3.74%
635,351.88
1,263.66

1.29%
8,935.45
Aa1/AA+
AA+

1.96 1.86
38 HOLDINGS REPORT
City of San Rafael | Account #11045 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CLG4 UNITED STATES TREASURY 3.75
08/15/2027 650,000.00 06/11/20253.96%
647,207.03
647,273.86
100.05

3.73%
650,304.69
9,157.46

1.32%
3,030.82
Aa1/AA+
AA+

2.13 2.00
91282CFM8 UNITED STATES TREASURY 4.125
09/30/2027 750,000.00 12/18/20234.06%
751,669.92
750,992.76
100.91

3.70%
756,826.17
7,776.64

1.54%
5,833.41
Aa1/AA+
AA+

2.25 2.11
91282CLQ2 UNITED STATES TREASURY 3.875
10/15/2027 500,000.00 11/15/20244.29%
494,394.53
495,583.25
100.35

3.71%
501,738.28
4,076.16

1.02%
6,155.03
Aa1/AA+
AA+

2.29 2.16
91282CGC9 UNITED STATES TREASURY 3.875
12/31/2027 1,000,000.00 02/06/2023

3.84%
1,001,445.31
1,000,738.01
100.42

3.70%
1,004,218.75
105.30

2.04%
3,480.74
Aa1/AA+
AA+

2.50 2.36
91282CMF5 UNITED STATES TREASURY 4.25
01/15/2028 750,000.00 01/27/20254.24%
750,292.97
750,251.27
101.29

3.71%
759,697.27
14,704.77

1.55%
9,446.00
Aa1/AA+
AA+

2.54 2.34
91282CHE4 UNITED STATES TREASURY 3.625
05/31/2028 525,000.00 10/17/20243.91%
519,934.57
520,916.21

99.79 3.70%
523,892.58
1,611.94

1.07%
2,976.36
Aa1/AA+
AA+

2.92 2.73
91282CHK0 UNITED STATES TREASURY 4.0
06/30/2028 750,000.00 03/12/20244.22%
743,496.09
745,463.83
100.86

3.69%
756,445.31

81.52 1.54%
10,981.48
Aa1/AA+
AA+

3.00 2.80
91282CJA0 UNITED STATES TREASURY 4.625
09/30/2028 500,000.00 10/19/20234.95%
492,968.75
495,381.24
102.77

3.71%
513,847.66
5,812.84

1.05%
18,466.41
Aa1/AA+
AA+

3.25 2.97
91282CJR3 UNITED STATES TREASURY 3.75
12/31/2028 600,000.00 10/17/20243.92%
596,039.06
596,699.65
100.09

3.72%
600,539.06

61.14 1.22%
3,839.42
Aa1/AA+
AA+

3.50 3.25
91282CKG5 UNITED STATES TREASURY 4.125
03/31/2029 700,000.00 06/11/20253.99%
703,335.94
703,290.28
101.35

3.73%
709,460.93
7,258.20

1.44%
6,170.66
Aa1/AA+
AA+

3.75 3.42
91282CEM9 UNITED STATES TREASURY 2.875
04/30/2029 750,000.00 09/18/2024

3.51%
729,931.64
733,328.01

96.95 3.74%
727,119.14
3,632.81

1.48%
(6,208.86)
Aa1/AA+
AA+

3.83 3.57
91282CKX8 UNITED STATES TREASURY 4.25
06/30/2029 600,000.00 05/21/20254.08%
603,796.88
603,695.63
101.86

3.74%
611,156.25

69.29 1.24%
7,460.62
Aa1/AA+
AA+

4.00 3.65
91282CLK5 UNITED STATES TREASURY 3.625
08/31/2029 650,000.00 09/26/20243.56%
651,955.08
651,654.05

99.50 3.75%
646,775.39
7,875.51

1.32%
(4,878.66)
Aa1/AA+
AA+

4.17 3.79
91282CLR0 UNITED STATES TREASURY 4.125
10/31/2029 600,000.00 12/11/20244.09%
600,820.31
600,727.89
101.43

3.76%
608,578.13
4,169.84

1.24%
7,850.24
Aa1/AA+
AA+

4.34 3.91
91282CMU2 UNITED STATES TREASURY 4.0
03/31/2030 650,000.00 04/17/20253.90%
652,996.09
652,878.24
100.93

3.78%
656,042.97
6,535.52

1.34%
3,164.73
Aa1/AA+
AA+

4.75 4.25
Total US Treasury 18,000,000.00 4.20%
17,702,009.64
17,912,575.68
100.13

3.89%
18,019,829.09
132,796.47

36.69%
107,253.42

2.18 2.02
39 HOLDINGS REPORT
City of San Rafael | Account #11045 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
Total Portfolio 49,025,600.91 4.50%
48,361,234.60
48,728,884.66

99.59 4.07%
49,116,350.55
428,861.12
100.00%
387,465.89

2.19 1.84
Total Market Value +
Accrued 49,545,211.67
40 HOLDINGS REPORT
San Rafael Reporting | Account #11046 | As of June 30, 2025 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
CASH
CCYUSD Receivable 679,852.03 -- 679,852.03
679,852.03

1.00 0.00%
679,852.03

0.00 1.03%

0.00 Aaa/AAA
AAA

0.00 0.00
Total Cash 679,852.03
679,852.03
679,852.03

1.00 0.00%
679,852.03

0.00 1.03%

0.00 0.00

0.00 LAIF
90LAIF$00 Local Agency Investment Fund
State Pool 65,580,543.23 --

4.27%
65,580,543.23
65,580,543.23

1.00 4.27%
65,580,543.23

0.00 98.97%

0.00 NA/NA
NA

0.00 0.00
Total LAIF 65,580,543.23 4.27%
65,580,543.23
65,580,543.23

1.00 4.27%
65,580,543.23

0.00 98.97%

0.00 0.00

0.00 Total Portfolio 66,260,395.26 4.27%
66,260,395.26
66,260,395.26

1.00 4.23%
66,260,395.26

0.00 100.00%

0.00 0.00

0.00 Total Market Value +
Accrued 66,260,395.26
41 TRANSACTIONS
42 TRANSACTION LEDGER
City of San Rafael | Account #11045|04/01/2025 Through 06/30/2025| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 04/21/2025 91282CMU2 650,000.00 UNITED STATES TREASURY

4.0 03/31/2030 100.461 3.90% (652,996.09) (1,491.80) (654,487.89) 0.00 Purchase 05/08/2025 437921AD1 155,000.00 4.65 10/15/2029 99.989 4.65% (154,982.69) 0.00 (154,982.69) 0.00 Purchase 05/08/2025 437921AD1 (155,000.00) HAROT 252 A3 4.15 10/15/2029 99.989 4.15% 154,982.69 0.00 0.00 0.00
Purchase 05/08/2025 437921AD1 155,000.00 HAROT 252 A3 4.15 10/15/2029 99.989 4.15% (154,982.69) 0.00 0.00 0.00
Purchase 05/08/2025 69371RT71 545,000.00 PACCAR FINANCIAL CORP

4.55 05/08/2030 99.845 4.59% (544,155.25) 0.00 (544,155.25) 0.00 Purchase 05/15/2025 90331HPS6 425,000.00 US BANK NA 4.73 05/15/2028 100.000 4.88% (425,000.00) 0.00 (425,000.00) 0.00 Purchase 05/22/2025 91282CKX8 600,000.00 UNITED STATES TREASURY

4.25 06/30/2029 100.633 4.08% (603,796.88) (10,002.76) (613,799.64) 0.00 Purchase 06/10/2025 096912AD2 125,000.00 BMWLT 2025-1 A3 4.43 06/26/2028 99.998 4.82% (124,997.25) 0.00 (124,997.25) 0.00 Purchase 06/10/2025 87612EBU9 180,000.00 TARGET CORP 4.35 06/15/2028 99.999 4.35% (179,998.20) 0.00 (179,998.20) 0.00 Purchase 06/11/2025 44935XAD7 185,000.00 HART 2025-B A3 4.36 12/17/2029 99.991 4.36% (184,983.30) 0.00 (184,983.30) 0.00 Purchase 06/12/2025 91282CKG5 700,000.00 UNITED STATES TREASURY

4.125 03/31/2029 100.477 3.99% (703,335.94) (5,759.22) (709,095.16) 0.00 Purchase 06/12/2025 91282CLG4 650,000.00 UNITED STATES TREASURY

3.75 08/15/2027 99.570 3.96% (647,207.03) (7,878.11) (655,085.14) 0.00 Total Purchase 4,215,000.00 (4,221,452.63) (25,131.89) (4,246,584.52) 0.00 TOTAL
ACQUISITIONS 4,215,000.00 (4,221,452.63) (25,131.89) (4,246,584.52) 0.00

DISPOSITIONS
Maturity 05/15/2025 02582JJT8 (600,000.00) AMXCA 2022-2 A 3.39 05/17/2027 100.000 4.65% 0.00 0.00 0.00 0.00
Maturity 06/06/2025 3130AWER7 (775,000.00) FEDERAL HOME LOAN BANKS 4.625 06/06/2025 100.000 4.67% 775,000.00 0.00 775,000.00 0.00 Total Maturity (1,375,000.00) 775,000.00 0.00 775,000.00 0.00 43 TRANSACTION LEDGER
City of San Rafael | Account #11045|04/01/2025 Through 06/30/2025| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss Sale 05/07/2025 69371RS49 (366,000.00) PACCAR FINANCIAL CORP

4.45 03/30/2026 100.111 4.47% 366,406.26 1,673.94 368,080.20 472.87 Sale 05/07/2025 69371RS49 (234,000.00) PACCAR FINANCIAL CORP

4.45 03/30/2026 100.040 4.47% 234,093.60 1,070.22 235,163.82 136.19 Sale 06/12/2025 91282CAJ0 (1,000,000.00) UNITED STATES TREASURY

0.25 08/31/2025 99.129 3.74% 991,289.06 706.52 991,995.58 (1,499.40) Total Sale (1,600,000.00) 1,591,788.92 3,450.68 1,595,239.60 (890.34) TOTAL
DISPOSITIONS (2,975,000.00) 2,366,788.92 3,450.68 2,370,239.60 (890.34) 44 TRANSACTION LEDGER
San Rafael Reporting | Account #11046|04/01/2025 Through 06/30/2025| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 04/15/2025 90LAIF$00 9,288.58 Local Agency Investment Fund State Pool 1.000 4.28% (9,288.58) 0.00 (9,288.58) 0.00 Purchase 04/15/2025 90LAIF$00 707,871.25 Local Agency Investment Fund State Pool 1.000 4.28% (707,871.25) 0.00 (707,871.25) 0.00 Purchase 04/30/2025 90LAIF$00 4,000,000.00 Local Agency Investment Fund State Pool 1.000 4.27% (4,000,000.00) 0.00 (4,000,000.00) 0.00 Total Purchase 4,717,159.83 (4,717,159.83) 0.00 (4,717,159.83) 0.00 TOTAL
ACQUISITIONS 4,717,159.83 (4,717,159.83) 0.00 (4,717,159.83) 0.00 45 IMPORTANT DISCLOSURES
City of San Rafael | Account #11045 | As of June 30, 2025 2025 Chandler Asset Management, Inc, An Independent Registered Investment Adviser.

Information contained herein is confidential. Prices are provided by ICE Data Services Inc (“IDS”), an independent pricing source. In the event IDS does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.

Performance results are presented gross-of-advisory fees and represent the client’s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.

Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.

Source ICE Data Indices, LLC (“ICE”), used with permission. ICE permits use of the ICE indices and related data on an “asis” basis; ICE, its affiliates and their respective third party suppliers disclaim any and all warranties and representations, express and/or implied, including any warranties of merchantability or fitness for a particular purpose or use, including the indices, index data and any data included in, related to, or derived therefrom. Neither ICE data, its affiliates or their respective third party providers guarantee the quality, adequacy, accuracy, timeliness or completeness of the indices or the index data or any component thereof, and the indices and index data and all components thereof are provided on an “as is” basis and licensee’s use it at licensee’s own risk. ICE data, its affiliates and their respective third party do not sponsor, endorse, or recommend chandler asset management, or any of its products or services.

This report is provided for informational purposes only and should not be construed as a specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of publication, but may become outdated or superseded at any time without notice. Any opinions or views expressed are based on current market conditions and are subject to change. This report may contain forecasts and forward-looking statements which are inherently limited and should not be relied upon as indicator of future results. Past performance is not indicative of future results. This report is not intended to constitute an offer, solicitation, recommendation or advice regarding any securities or investment strategy and should not be regarded by recipients as a substitute for the exercise of their own judgment.

Fixed income investments are subject to interest, credit and market risk. Interest rate risk: the value of fixed income investments will decline as interest rates rise. Credit risk: the possibility that the borrower may not be able to repay interest and principal. Low rated bonds generally have to pay higher interest rates to attract investors willing to take on greater risk. Market risk: the bond market in general could decline due to economic conditions, especially during periods of rising interest rates.

Ratings information have been provided by Moody’s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.

Security level ratings for U.S. Agency issued mortgage-backed securities (“MBS”) reflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P, Moody’s and Fitch respectively. 46 BENCHMARK DISCLOSURES
City of San Rafael | Account #11045 | As of June 30, 2025 Benchmark Disclosure
ICE BofA 1-3 Yr US Treasury & Agency Index
The ICE BofA 1-3 Year US Treasury & Agency Index tracks the performance of US dollar denominated US Treasury and nonsubordinated US agency debt issued in the US domestic market. Qualifying securities must have an investment grade rating (based on an average of Moody’s, S&P and Fitch). Qualifying securities must have at least one year remaining term to final maturity and less than three years remaining term to final maturity, at least 18 months to maturity at time of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for sovereigns and $250 million for agencies. 47 ____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting: _______________________
Disposition: ___________________________
Agenda Item No: 4.e
Meeting Date: August 18, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Police Department
Prepared by: Alex Holm, Police Lieutenant City Manager Approval: ______________ TOPIC: OFFICE OF TRAFFIC SAFETY GRANT ACCEPTANCE
SUBJECT: RESOLUTION APPROVING THE ACCEPTANCE AND APPROPRIATION OF STATE

OF CALIFORNIA OFFICE OF TRAFFIC SAFETY GRANT FUNDS IN THE AMOUNT OF $105,000 FOR THE “SELECTIVE TRAFFIC ENFORCEMENT PROGRAM” (“STEP”) GRANT FROM OCTOBER 1, 2025, THROUGH SEPTEMBER 30, 2026, AND

AUTHORIZING THE CITY MANAGER TO EXECUTE A GRANT AGREEMENT AND ANY OTHER DOCUMENTS RELATED TO THE GRANT.

RECOMMENDATION:

Staff recommends that the City Council adopt the resolution approving the acceptance and appropriation of State of California Office of Traffic Safety grant funds in the amount of $105,000 for the “Selective Traffic Enforcement Program” (STEP) grant covering the period from October 1, 2025, to September 30, 2026, and authorizing the City Manager to execute the grant agreement and any other documents related to the grant.

BACKGROUND:

Over the last twenty years, the Office of Traffic Safety (OTS) of the State of California has awarded over two million dollars in traffic safety grants to the City of San Rafael. These grants have included the Marin County “Avoid the Marin 13” Driving Under the Influence (DUI)/ Driver’s License (DL) campaign, “Click it or Ticket” grants, DUI mini-grants, DUI Enforcement and Awareness grants, and STEP grants. Each grant has provided critical traffic enforcement and education operations by funding the deployment of officers for DUI / DL checkpoints, DUI saturation patrols, red light and speed enforcement, seat belt enforcement, and distracted driving enforcement. Currently, the only available funding is through the STEP grant program. For the period from October 1, 2024, to September 30, 2025, the SRPD received a $92,000 STEP grant. This funding supported and enhanced our enforcement and education campaigns, as well as training for our personnel.

In recent years, the San Rafael Police Department (SRPD) has experienced staffing constraints, which have led to the reduction of personnel within the traffic unit. During that period, the SRPD encouraged patrol officers to conduct enforcement focused on reducing alcohol and speed-related collisions and increasing pedestrian and bicycle safety. As staffing levels rebounded, the police department prioritized adding personnel to the traffic unit to address dangerous driving behavior and to reduce collisions in the SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
City. The traffic unit currently consists of one sergeant, one corporal, and one officer. Two more traffic officers are expected to join the unit by mid-September 2025.

The SRPD community outreach and social media team has and will continue to regularly disseminate traffic safety information in a bilingual format.

ANALYSIS:

The City of San Rafael has tentatively been awarded a $105,000 grant by the Office of Traffic Safety (OTS) to improve traffic safety in the community. The primary objective of this grant is to reduce fatalities and injuries caused by traffic collisions. Key areas of focus include collisions involving alcohol and drugs, as well as other primary causes of traffic incidents.

Should the City Council approve acceptance of this grant, the San Rafael Police Department (SRPD) will have the necessary funds to enhance its enforcement efforts by launching safety awareness campaigns, conducting targeted operations against impaired and distracted driving, conducting targeted operations against impaired and distracted driving, and implementing initiatives to improve pedestrian and cyclist safety. The SRPD will implement evidence-based strategies aimed at addressing these issues through education and enforcement. The grant also supports specialized training for officers to address these specific areas, and operations funded by the grant are scheduled to occur from October 1, 2025, to September 30, 2026.

FISCAL IMPACT:

The grant funding will be deposited into the Grant Fund – Safety (Fund #281) and will be appropriated for operational expenses such as overtime costs, travel, and training associated with the focused enforcement of traffic safety, up to the total proceeds of the grant of $105,000.

OPTIONS:

The City Council has the following options to consider on this matter:

1. Adopt the resolution as presented.

2. Adopt the resolution with modifications.

3. Direct staff to return with more information.

4. Take no action.

RECOMMENDED ACTION:

ATTACHMENTS:

1. Resolution

2. Year 2025-2026 California Office of Traffic Safety Selective Traffic Enforcement Program Grant RESOLUTION NO.

RESOLUTION APPROVING THE ACCEPTANCE AND APPROPRIATION OF STATE

AUTHORIZING THE CITY MANAGER TO EXECUTE A GRANT AGREEMENT AND

ANY OTHER DOCUMENTS RELATED TO THE GRANT
WHEREAS, the State of California, Office of Traffic Safety has tentatively approved a grant to the City of San Rafael in the amount of $105,000.00 in grant funds; and WHEREAS, the grant funds may be spent to pay overtime costs, travel, and equipment purchase associated with the Selective Traffic Enforcement Program (“STEP”) Grant Program to mitigate traffic safety program deficiencies and expand ongoing activity; and WHEREAS, to improve traffic safety, the San Rafael Police Department will use the STEP Grant funds for education campaigns, DUI saturation patrols and enforcement, DUI repeat offender identification, distracted driving enforcement, traffic safety educational presentations, pedestrian/bicycle enforcement operations; and WHEREAS, the Police Department will use the STEP Grant funds for overtime personnel costs of Captains, Lieutenants, Sergeants, Corporals, Officers, Community Service Officers, Dispatchers, and Cadets incurred in connection with the enforcement activities, including training and travel and expenses related to enforcement activities; and NOW, THEREFORE, BE IT RESOLVED, that the City Council approves the acceptance and appropriation of $105,000.00 in State of California Office of Traffic Safety Selective Traffic Enforcement Program funds to be appropriated in the Grant Fund #281; and authorizes the City Manager to execute a Grant Agreement and any documents related to the Grant in a form approved by the City Attorney.

I, Lindsay Lara, City Clerk of the City of San Rafael, hereby certify that the foregoing resolution was duly and regularly introduced and adopted at a regular meeting of the City Council held on the 18th day of August 2025 by the following vote, to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

Lindsay Lara, City Clerk

____________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 4.f
Meeting Date: August 18, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: Andrew Powell, Junior Engineer
April Miller, Public Works Director
City Manager Approval: __________
TOPIC: DOWNTOWN LIBRARY RENOVATION PROJECT COMPLETION
SUBJECT: ACCEPT COMPLETION OF THE DOWNTOWN LIBRARY RENOVATION PROJECT, CITY PROJECT NO. 11439, AND AUTHORIZE THE CITY CLERK TO FILE THE

NOTICE OF COMPLETION
RECOMMENDATION:

Staff recommends that the City Council accept the completion of the Downtown Library Renovation Project (Project No. 11439) and authorize the City Clerk to file the Notice of Completion.

BACKGROUND:

The San Rafael Downtown Public Library, or “Downtown Library,” is located adjacent to City Hall and bounded by Fifth Avenue, E Street (main entrance), and Mission Avenue (1100 E. Street). The original Downtown Library opened on January 9, 1909. This Carnegie-funded library has been modified significantly with a 1960 addition and a 1976 further modification (enclosing a parking garage to become usable library space) to increase its capacity. Additional requests for capacity increase and facility upgrades have been received from the public in the years since 1976.

Growing community demand and practical need for more spacious, modern library facilities to serve the residents of San Rafael have been affirmed through numerous needs assessments, studies, and facility analyses. A 2019 Existing Facilities Report of the Downtown Library facility revealed substantial weaknesses in the areas of safety and access, building systems, and architectural issues.

The Downtown Library Renovation Project addressed the most pressing safety and infrastructure needs, including fixing the roof, upgrading plumbing and electrical to meet code, installing a fire alarm system, making accessibility improvements, repairing the heating ventilation and air conditioning (HVAC) system, and completing hazmat remediation, as well as design improvements to enhance the patron experience.

On September 16, 2024, the City Council awarded the construction contract to Unger Construction Co. in the amount of $1,825,000 and approved a construction contingency of $275,000 for a total of $2,100,000. On April 7, 2025, the City Council awarded additional construction contingency funds in the amount of $100,000 for a total of $2,200,000. Construction began on November 4, 2024, and was completed on June 27, 2025.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
ANALYSIS:

Pursuant to Civil Code Section 8182, the City is required to record a Notice of Completion upon City acceptance of the improvements. This acceptance initiates a period during which project subcontractors may file Stop Notices seeking payment from the City of the funds owed to the Contractor for the project work.

FISCAL IMPACT:

The Downtown Library Renovation Project was funded through appropriations within the Library Fund (214) for the Downtown Library Modernization Project. The total cost for completion of this project is approximately $3,050,000, which includes design, construction, and construction management.

The remaining funds of $50,000, consisting of unused project funds, from the Downtown Library Renovation Project shall be returned to the Library Special Assessment Fund (formerly Measure C – Fund 215) balance for future programming.

In accordance with project specifications, the City retained five percent of the full amount due on each progress payment to Unger Construction Co., resulting in a total construction retention of $108,270. The final payment and release of retention will be made 35 days after the recordation of the Notice of Completion.

RECOMMENDED ACTION:

Staff recommends that the City Council accept the completion of the Downtown Library Renovation Project (Project No. 11439) and authorize the City Clerk to file the Notice of Completion.

ATTACHMENTS:

1. Notice of Completion
Downtown Library Renovation Project 2022 Form NOTICE OF COMPLETION Project #11439 Page 1
Recording Requested By:

The City of San Rafael
When Recorded Mail To:

Lindsay Lara, City Clerk
1400 Fifth Avenue
San Rafael, CA 94901

EXEMPT FROM RECORDING FEES PER
GOVERNMENT CODE §27383
SPACE ABOVE THIS LINE IS FOR RECORDER’S USE

NOTICE OF COMPLETION
Civil Code §§ 8182, 8184, 9204, and 9208
NOTICE IS HEREBY GIVEN THAT:

1. The undersigned is the agent of the owner of the Project described below.

2. Owner’s full name is the City of San Rafael (“City”)

3. City’s address is 1400 Fifth Ave, San Rafael, CA 94901

4. The nature of City’s interest in the Project is:
_X_ Fee Ownership __ Lessee Other Public Right of Way Easement

5. Construction work on the Project performed on City’s behalf is generally described as follows: fixing the roof, upgrading plumbing and electrical to code, installing a fire alarm system, accessibility improvements, repairing the heating ventilation and air conditioning (HVAC) system, and hazmat remediation, as well as repainting and other design improvements to enhance public experience.

6. The name of the original Contractor for the Project is: Unger Construction Co., located at 910 X St, Sacramento, CA, 95818

7. The Project was accepted as complete on: August 18, 2025

8. The Project is located at: San Rafael Downtown Public Library, 1100 E St, San Rafael Verification: In signing this document, I, the undersigned, declare under penalty of perjury under the laws of the State of California that I have read this notice, and I know and understand the contents of this notice, and that the facts stated in this notice are true and correct.

August , 2025, City of San Rafael ________________________________ Date and Place Signature
April Miller, Director of Public Works
Name and Title

EXEMPT FROM NOTARY ACKNOWLEDGMENT REQUIREMENTS PER
GOVERNMENT CODE § 27287 AND CIVIL CODE § 9208
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: Grey Melgard, Senior Civil Engineer
April Miller, Public Works Director
City Manager Approval: ___
TOPIC: PACIFIC GAS AND ELECTRIC COMPANY PROJECT CONTRACTS SUBJECT: RESOLUTION AUTHORIZING THE CITY MANAGER TO ENTER INTO CONTRACTS

WITH PACIFIC GAS AND ELECTRIC COMPANY FOR THE SECOND STREET UTILITY UNDERGROUNDING (PHASE 2) PROJECT IN AN AMOUNT NOT TO EXCEED $255,351 AND THE FOURTH STREET AND WEST CRESCENT DRIVE

INTERSECTION IMPROVEMENTS PROJECT IN AN AMOUNT NOT TO EXCEED $34,224 AND APPROVING SUPPLEMENTAL BUDGET APPROPRIATIONS; CEQA DETERMINATION: EXEMPT PURSUANT TO CEQA GUIDELINES SECTION 15378(b)(5)
RECOMMENDATION:

Staff recommends that the City Council adopt a resolution:

1. Authorizing the City Manager to enter into contracts with Pacific Gas and Electric Company (PG&E) for the subject projects and provide payment to PG&E to complete the required scope of work; and

2. Authorizing supplemental budget appropriations totaling $34,224 to cover the portion of PG&E’s scope related to the Fourth Street and West Crescent Drive Intersection Improvements Project from the unencumbered Gas Tax Fund (206) balance.

BACKGROUND:

Second Street Utility Undergrounding (Phase 2) Project:

Following the utility undergrounding work performed with the Third Street Rehabilitation project, this project will underground the remaining three utility poles located on the south side of Second Street between Marquard Avenue and West Street.

Fourth Street and West Crescent Drive Intersection Improvements Project:

Fourth Street, also known as the “Miracle Mile,” connects San Rafael to San Anselmo and all points west in Marin County. The route serves nearly 20,000 vehicles per day, and smooth traffic flow is essential to ensure people can get to and from their destinations easily. The existing intersection of Fourth Street and West Crescent features a 3-legged tee-configuration, including a left turn pocket on the east-bound Fourth Street movement. The intersection is uncontrolled along Fourth Street, but has a stop sign controlling West Crescent entering the intersection. There is a pedestrian movement across West Crescent that is currently uncontrolled. The project would include accessibility improvements for the Agenda Item No: 4.g
Meeting Date: August 18, 2025
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
pedestrian crossing and the signalization of the intersection for all movements.

ANALYSIS:

Second Street Utility Undergrounding (Phase 2) Project:

City staff and PG&E have met and developed engineering drawings to support the undergrounding of existing overhead lines and the relocation of existing facilities. Prior to PG&E finalizing a work schedule and beginning construction, the City of San Rafael must enter into an Agreement with PG&E to request PG&E perform the described work and provide payment to PG&E for said work.

Fourth Street and West Crescent Drive Intersection Improvements Project:

City staff and PG&E have met and developed engineering drawings to support the installation of a new power drop and supply that will be utilized for the proposed traffic signal at the intersection. Prior to PG&E finalizing a work schedule and beginning construction, the City of San Rafael must enter into an Agreement with PG&E to request PG&E perform the described work and provide payment to PG&E for said work.

ENVIRONMENTAL DETERMINATION:

This action is exempt from the requirements of the California Environmental Quality Act (CEQA) in accordance with CEQA Guidelines Section 15378(b)(5) in that the action does not meet CEQA's definition of a “project” because the action does not have the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment. The required environmental review and clearance will be conducted as part of the preliminary engineering and environmental planning phase of design.

FISCAL IMPACT:

Adopting this resolution allows the City Manager to enter into contracts with PG&E. These contracts include a financial commitment from the City to PG&E under the terms of the agreements.

Second Street Utility Undergrounding (Phase 2) Project:

The current estimate to finalize the design, obtain relevant construction permits, and underground the existing overhead lines is $260,350. The City has already paid an engineering advance to PG&E in the amount of $5,000, bringing the outstanding cost to $255,350. Appropriations for the construction phase of the Second Street Utility Undergrounding (Phase 2) Project in the amount of $300,000 were included in the fiscal year (FY) 2025-26 Budget approved by the City Council on June 2, 2025, as part of the Capital Improvement Program budget.

Fourth Street and West Crescent Drive Intersection Improvements Project:

The current estimate to finalize the design, obtain relevant construction permits, and install the new equipment is $36,724. The City has already paid an engineering advance to PG&E in the amount of $2,500, bringing the outstanding cost to $34,224. Funding for the construction phase of the Fourth Street and West Crescent Drive Intersection Improvements Project was projected to be included in the FY 2026- 27 Budget as part of the Capital Improvement Program budget. The City has adequate funds in the unincumbered Gas Tax (206) fund balance to cover the contract cost for the construction of the PG&E scope of work for the Project. Additional supplemental budget appropriations are requested to support PG&E’s scope of work, to be funded through available fund balance within the Gas Tax Fund (206).

OPTIONS:

The City Council has the following options to consider relating to this item:

1. Adopt the resolution as presented.

2. Do not adopt the resolution.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
RECOMMENDED ACTION:

Staff recommends that the City Council adopt a resolution:

1. Authorizing the City Manager to enter into contracts with Pacific Gas and Electric Company (PG&E) for the subject projects and provide payment to PG&E to complete the required scope of work; and

ATTACHMENTS:

1. Resolution

2. PG&E Contract for Second Street Utility Undergrounding (Phase 2) Project

3. PG&E Contract for Fourth Street and West Crescent Drive Intersection Improvements Project RESOLUTION NO.

RESOLUTION AUTHORIZING THE CITY MANAGER TO ENTER INTO CONTRACTS

WITH PACIFIC GAS AND ELECTRIC COMPANY FOR THE SECOND STREET UTILITY UNDERGROUNDING (PHASE 2) PROJECT IN AN AMOUNT NOT TO EXCEED $255,351

AND THE FOURTH STREET AND WEST CRESCENT DRIVE INTERSECTION IMPROVEMENTS PROJECT IN AN AMOUNT NOT TO EXCEED $34,224, AND APPROVING SUPPLEMENTAL BUDGET APPROPRIATIONS; CEQA DETERMINATION:

EXEMPT PURSUANT TO CEQA GUIDELINES SECTION 15378(b)(5)
WHEREAS, Pacific Gas and Electric Company requires contracts from the City of San Rafael to guarantee available funding for the utility undergrounding and installation of new utilities for the Second Street Utility Undergrounding (Phase 2) Project and the Fourth Street and West Crescent Drive Intersection Improvements Project; and WHEREAS, appropriations for the construction phase of the Second Street Utility Undergrounding (Phase 2) Project were included in the FY 2025-26 Budget approved by the City Council on June 2, 2025, as part of the capital improvement program budget; and WHEREAS, funding for the construction phase of the Fourth Street and West Crescent Drive Intersection Improvements Project was projected to be included in the FY2026-27 Budget as part of the capital improvement program budget; and WHEREAS, the City has adequate funds in the Gas Tax (206) to cover the contract cost for the construction of the Pacific Gas and Electric Company scope of work for the Fourth Street and West Crescent Drive Intersection Improvements Project; and WHEREAS, supplemental budget appropriations are requested to support Pacific Gas and Electric Company’s scope of work for the Fourth Street and West Crescent Drive Intersection Improvements Project to be funded through the available balance within the Gas Tax (206) fund; and
WHEREAS, this action is exempt from the requirements of the California Environmental Quality Act (CEQA) in accordance with CEQA Guidelines Section 15378(b)(5) in that the action does not meet CEQA's definition of a “project” because the action does not have the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment; and
WHEREAS, the required environmental review and clearance will be conducted as part of the preliminary engineering and environmental planning phase of the projects.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San Rafael hereby finds the foregoing recitals are true and correct, determines that this action is exempt under CEQA Guideline Sections 15378(b)(5) and authorizes the City Manager to enter into contracts with Pacific Gas and Electric Company for the Second Street Utility Undergrounding (Phase 2) Project in an amount not to exceed $255,351 and the Fourth Street And West Crescent Drive Intersection Improvements Project in an amount not to exceed $34,224 and authorizing supplemental budget appropriations from unencumbered Gas Tax Fund (206) balance.

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:
_____________________
Lindsay Lara, City Clerk
130618288
July 28, 2025
Customer Payment
Coupon
References
Notification # 130618288
Contract # 50126821 V1
ERR-PM # 35619952
Customer # 4827926
City of San Rafael
111 Morphew St
SAN RAFAEL, CA 94901
Customer Cost Summary
1879 SECOND STREET, SAN RAFAEL
Amounts Due Total Due
Elec Reloc & Rearrangement Non-Refundable Payment $260,350.05 Minus the following credit
Advance Credit ($5,000.00)
$255,350.05
Important Payment Information
To complete your contract ONLINE
Follow the instructions provided with your electronic contract Submit payment at https://www.pge.com/contractpayments
To complete your contract BY MAIL
Please make check payable to: PG&E or Pacific Gas and Electric Complete, sign and return the enclosed agreement(s), the SACAC form and the customer payment coupon with your payment
Remit payment and SACAC form to:

PG&E CFM/PPC Department
PO BOX 997340
Sacramento, CA 95899-7340

IMPORTANT MESSAGE
Please review the enclosed information
and total due. This document needs
to be returned with the enclosed
agreements.

If you complete your contract ONLINE,
a copy will be saved to your Customer
Connections Online (CCO) account at
pge.com/cco.

To learn more about PG&E's gas and
electric safety initiatives and resources
please visit pge.com/safety.

Have Questions?
Please Call 1-800-422-0436

Page 1 of 2 ends

* Automated document, Preliminary Statement, Part A
130618288
62-4527 (Rev 1/91)
Service Planning
Advice No. 1633-G/1342-E
Effective 4/02/91
Pacific Gas and Electric Company
Agreement to Perform
Tariff Schedule Related Work
DISTRIBUTION:

Applicant (Original)
Division (Original)
ACCTG. SVCS.

REFERENCES:

Notification # 130618288
Contract # 50126821 V1
RR-PM # 35619952
July 28, 2025
City of San Rafael, A GOVERNMENT AGENCY (Applicant) has requested PACIFIC GAS AND ELECTRIC COMPANY, a California corporation (PG&E), to perform the tariff schedule related work as located and described in paragragh 3 herein. PG&E agrees to perform the requested work and furnish all necessary labor, equipment, materials and related facilities required therefore, subject to the following conditions:

1. Whenever part or all of the requested work is to be furnished or performed upon property other than that of Applicant, Applicant shall first procure from such owners all necessary rights-of-way and/or permits in a form satisfactory to PG&E and without cost to it.

2. Applicant shall indemnify and hold harmless PG&E, its officers, agents and employees, against all loss, damage, expense and liability resulting from injury to or death of any person, including but not limited to, employees of PG&E, Applicant or any third party, or for the loss, destruction or damage to property, including, but not limited to property of PG&E, Applicant or any third party, arising out of or in any way connected with the performance of this agreement, however caused, except to the extent caused by the active negligence or willful misconduct of PG&E, its officers, agents and employees. Applicant will, on PG&E's request, defend any suit asserting a claim covered by this indemnity. Applicant will pay all costs that may be incurred by PG&E in enforcing this indemnity, including reasonable attorneys' fees.

3. The location and requested work are described as follows: (Describe in detail the materials and facilities to be furnished and/or work to be performed by PG&E. If more space is required, use other side and attach any necessary drawings as Exhibits A, B, C, etc):

LOCATION: 1879 SECOND STREET, SAN RAFAEL
DESCRIPTION OF WORK ELECTRIC: Underground overhead lines and relocate facilities.

DESCRIPTION OF WORK GAS:

Electric Gas
Engineering and Administrative Costs (+) $50,612.87 $0.00 Including Applicant Design Value of $0.00 $0.00
Re-engineering/Comp Prep/Add'l AD Plan Checks (+) $0.00 $0.00 Facilities (Cable, Transformers / Gas Pipe) (+) $0.00 $0.00 Trench, Conduits & Substructures (+) $66,748.30 $0.00
Tie-In / Meters (+) $88,974.69 $0.00
Trench Permits & Land Rights (+) $3,623.86 $0.00
Inspection Fees (+) $0.00 $0.00
Subtotal (=) $209,959.72 $0.00
Including Net Joint Pole Credit Value of $0.00 $0.00
plus ITCC @ 24% Electric 0% Gas (+) $50,390.33 $0.00
plus Non Taxable Work (+) $0.00 $0.00
D.0405055 Line Extension Costs - Residential (+) $0.00 $0.00 D.0405055 Line Extension Costs - Non-Residential (+) $0.00 $0.00 less Value of Relocation Applicant Design Work (-) $0.00 $0.00 less Work Provided by Applicant (-) $0.00 $0.00
less Salvage (-) $0.00 $0.00
Total Payment (=) $260,350.05 $0.00
#Form 62-4527#

Page 2 of 2 ends

* Automated document, Preliminary Statement, Part A
130618288
62-4527 (Rev 1/91)
Service Planning
Advice No. 1633-G/1342-E
Effective 4/02/91

4. Applicant shall pay to PG&E, promptly upon demand by PG&E, as the complete contract price hereunder, the sum of Two hundred sixty thousand three hundred fifty dollars and five cents $260,350.05 Upon completion of requested work, ownership shall vest in: PG&E Applicant Executed this #signDayWPA# day of #signMonWPA# #signYrWPA# City of San Rafael, A

GOVERNMENT AGENCY
Applicant

PACIFIC GAS & ELECTRIC COMPANY
By: #sigWPA# By: Korinna Outwater
April Miller
Print/Type/Name
Title: Director Title: Service Planning Supervisor
Mailing Address: 111 Morphew St
SAN RAFAEL, CA 94901
130632924
May 14, 2025
Customer Payment
Coupon
References
Notification # 130632924
Contract # 50122234 V1
E15-PM # 35621491
E16-PM # 35621491
Customer # 4827939
City Of San Rafael
111 Morphew St c/o Dept of Public Works
SAN RAFAEL, CA 94901
Customer Payment Summary
2202 4TH STREET, SAN RAFAEL
Please pay the Total Due based upon the payment option(s) you selected on page two of the enclosed Gas and Electric Extension Agreement.

Payment Options Subtotal Total Due
10-Year Refundable Advance Option Gas and Electric $36,723.71 $34,223.71 Non-Refundable 50 percent Discount Option for Gas and
Electric
$28,924.47 $26,424.47
10-Year Refundable Advance Option for Gas and
Non-Refundable 50 percent Discount Option for Electric
$28,924.47 $26,424.47
Non-Refundable 50 percent Discount Option for Gas and
10-Year Refundable Advance Option for Electric
$36,723.71 $34,223.71
The Total Due for each payment option above includes:

Advance Credit ($2,500.00)
Important Payment Information
To complete your contract ONLINE
Follow the instructions provided with your electronic contract Submit payment at https://www.pge.com/contractpayments
To complete your contract BY MAIL
Please make check payable to: PG&E or Pacific Gas and Electric Complete, sign and return the enclosed agreement(s), the SACAC form and the customer payment coupon with your payment
Remit payment and SACAC form to:

PG&E CFM/PPC Department
PO BOX 997340
Sacramento, CA 95899-7340

IMPORTANT MESSAGE
Please review the enclosed information
and total due. This document needs
to be returned with the enclosed
agreements.

If you complete your contract ONLINE,
a copy will be saved to your Customer
Connections Online (CCO) account at
pge.com/cco.

To learn more about PG&E's gas and
electric safety initiatives and resources
please visit pge.com/safety.

Have Questions?
Please Call 1-800-422-0436
Gas and Electric
Extension Agreement*
* Automated document,
Preliminary Statement, Part A
"PG&E" refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. ©2015 Pacific Gas and Electric Company. All rights reserved.

Form 79-1169
Advice 4862-G/7158-E

Page 1 of 2 ends

130632924
For Internal Use
Notification # 130632924
Contract # 50122234
E-PM # 35621491
G-PM #
E-Prior MLX/PM#
G-Prior MLX/PM#
Customer # 4827939
V1
May 14, 2025
City Of San Rafael
111 Morphew St c/o Dept of Public Works
SAN RAFAEL, CA, 94901 Re: 2202 4TH STREET, SAN RAFAEL
DearApril Miller
We are writing to let you know Pacific Gas and Electric Company (PG&E) will extend its facilities to provide the requested gas and electric service to the project address listed above. PG&E's costs have been developed based on the choices and information provided in your application and may change if you make changes. This letter, including PG&E's tariffs, which are incorporated by reference below, will serve as our contract. As required by the California Public Utilities Commission (CPUC), special facilities will be handled in a separate contract. Per Decision 22-09-026, Residential and Non-residential Customers submitting an application for new gas service on or after July 1, 2023, do not qualify for Allowances, Refunds or Discount Option.

Per Decision 23-12-037, Mixed-Fuel New Constructions project applications received after July 1, 2024, will not qualify for Allowances, Refunds, or Discount Option. For new applications for Gas Service Extension(s) on or after July 1, 2023, and Mixed Fuel New Construction projects after July 1, 2024, Applicants must pay PG&E its total estimated installed cost upon contract execution, in advance of PG&E commencing its work. Upon completion of the work and determination of actual costs, PG&E will provide Applicant with a final invoice or refund to account for a true-up to actual costs. An Applicant's failure to pay a final invoice in a timely manner is a violation of PG&E's Gas Rules 15/16 and may result in discontinuance of service. Non-Residential Customers submitting an application for new gas service on or after July 1, 2023 may qualify for Allowances, Refunds or Discount Option if approved by the CPUC. Please complete the following four steps to execute this contract.
1 Review the following work responsibilities and cost information.

Work To Be
Done By

GAS MAIN GAS SERVICE ELECTRIC DISTRIBUTION ELECTRIC SERVICE Trench Pipe Trench Pipe Trench Substr. Facilities Trench Substr. Facilities

PG&E X X X X
Customer

GAS ELECTRIC
Total non-refundable project costs $0.00 $21,125.23
Refundable extension costs $0.00 $16,311.22
Allowances (credit) - $0.00 - $712.74
Net refundable amount = $0.00 = $15,598.47
10 YEAR REFUNDABLE OPTION
Net refundable amount $0.00 $15,598.47
Credit for value of design and/or
facilities provided by applicant - $0.00 - $0.00
Total non-refundable project costs + $0.00 + $21,125.23 Total (if you select this option) = $0.00 = $36,723.70
NON-REFUNDABLE 50% DISCOUNT OPTION
Net refundable amount $0.00 $15,598.47
Discount: 50% of Net refundable amount - $0.00 - $7,799.23 Credit for value of design and/or
facilities provided by applicant - $0.00 - $0.00
Total non-refundable project costs + $0.00 + $21,125.23 Total (if you select this option) = $0.00 = $28,924.47
Potential refund per residential lot/unit $0.00 $0.00
Potential reimbursement per service completion
Pressurized or energized system $0.00 $0.00
Not pressurized or energized system $0.00 $0.00
Reimbursement for other work
performed $0.00 $0.00
All amounts include the Income Tax Component of Contribution (ITCC) PG&E is required to charge customers, where applicable.

DEFINITIONS AND EXPLANATION OF TERMS
(For more detail see rules 15 and 16):

Total non-refundable project costs include costs for
work such as electric trench and excavation, conduits,
inspections, streetlights, conversion from overhead to
underground and contract processing.

Refundable extension costs include costs for facilities such as electric conductor, transformers and poles; gas pipe, gas share of distribution trench and regulators;
and meters.

Allowances are a credit against refundable extension
costs. They are based upon the number of residential
units expected to be connected within the first six
months and the expected annual non-residential net
(distribution) revenue from your project.

Allowances granted under either option are subject to
deficiency billing if the number of residential units
connected or the annual non-residential net revenue
falls below the forecast used to calculate the
allowances.

Net refundable amount is the portion of overall costs
eligible for refund to you based upon additional
residential meters being set or upon increases in nonresidential annual net (distribution) revenue. A cost-ofownership charge is assessed against the Net refundable amount (except for individual residential
applicants) per Rule 15.

Potential refund per residential lot/unit is for those
lots/units for which you did not already receive an
allowance (i.e., units not expected to be connected in
the first six months). Any refunds may be decreased or
eliminated by cost-of-ownership charges assessed
under the provisions of Rule 15.

Potential reimbursement per service completion is
the amount to which a customer may be entitled for
performing certain service connection work PG&E
would otherwise perform when installing service
extensions and are not to be confused with refunds.

Reimbursement for other work performed is
the amount to which a customer may be entitled
for performing certain work (other than service
completions) that normally is PG&E's responsibility.

Gas and Electric
Extension Agreement*
* Automated document,
Preliminary Statement, Part A
"PG&E" refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. ©2015 Pacific Gas and Electric Company. All rights reserved.

Form 79-1169
Advice 4862-G/7158-E

Page 2 of 2 ends

130632924
2 Select one of the following payment options.
#opt1#
10-Year Refundable Option for Gas and Electric
#opt2#
Non-Refundable 50 Percent Discount Option for Gas
and Electric
#opt3#
10-Year Refundable Option for Gas and NonRefundable 50 Percent Discount Option for Electric #opt4#
Non-Refundable 50 Percent Discount Option for
Gas and 10-Year Refundable Option for Electric
Gas
$0.00
$0.00
$0.00
$0.00
+
+
+
+
Electric
$36,723.71
$28,924.47
$28,924.47
$36,723.71
-
-
-
-
Advance

SEE PMT CPN

SEE PMT CPN
=
=
=
=
Total Due
$36,723.71
$28,924.47
$28,924.47
$36,723.71
3 Review these important terms and conditions.

This Gas and Electric Extension Agreement is controlled by, and incorporates by reference, PG&E's tariffs, including Gas and Electric rules 2, 15, and 16; the Distribution and Service Extension Agreement-Provisions (Form 62-0982) and the General Terms & Conditions for Gas and Electric Extension & Service Construction by Applicant (Form 79-716), all as approved and authorized by the CPUC. This agreement at all times shall be subject to such modifications as the CPUC may direct from time to time in the exercise of its jurisdiction.

You can view PG&E's tariffs online at pge.com/tariffs or contact the PG&E representative listed below. Additional details underlying the amounts shown in this agreement, as well as the calculation of allowances, refunds or deficiency bills can also be provided by your local PG&E representative. 4 After completing steps 1, 2 and 3 and having checked one, but only one, of the four payment options above, please complete and return the following items to PG&E.

Sign and return this contract as indicated below.

Submit the Payment Coupon with Total Due based on your option selected.

Sign and return the enclosed Statement of Applicant's Contract Anticipated Costs (SACAC) [Form 79-1003] (explanation in box to the right).

Please provide your payment and required forms within 90 days from May 14, 2025. PG&E is not bound by the costs set forth above if payment and the signed forms are not received by PG&E within 90 days.

If you have any questions, please contact Veronica Molinar at 877-743-7782 or by email at [email protected].

ADDITIONAL INFORMATION
What is the SACAC form
Under PG&E's rules 15 and 16 you have a choice:you can
perform the work yourself, hire a qualified contractor to perform the work or hire PG&E to do the work. We are
required by the CPUC to provide you with PG&E's costs.

This form identifies our cost for the refundable service that is PG&E's responsibility to install. PG&E's costs were
developed based on your choices within the application and may change if you change that choice.

How do I fill out the SACAC?
If you want to do this work yourself or have a qualified contractor do this work, please enter your estimated costs in the section of the SACAC form entitled "Applicant Costs" or check the box in the section entitled "Applicant's Election Not To Provide Costs," sign and return to PG&E. PG&E will send you a revised agreement by return mail only if you choose to provide your estimated costs.

If you want PG&E to do this work, please check the section "Applicant's Election Not to Provide Costs," sign and return the SACAC form along with a check for the Total Due
based on the option you selected above.

You must return the completed SACAC form to PG&E
regardless of who you choose to do the work.

Please follow payment instructions
found on your Payment Coupon.

I,__________________________________ (Applicant), hereby attest and certify that this project does not meet the definition of MixedFuel New Construction as described in PG&E Gas and Electric Rules 1 and 15, provided below:

MIXED-FUEL NEW CONSTRUCTION: A new end-use load or consistent with the definition of New Construction in the CEC 2022 Building Energy Efficiency Standards, a building that has never been used or occupied for any purpose, or any renovation where 50 percent or more of the exterior weight bearing walls are removed, that uses gas and/or propane in addition to electricity.

Pacific Gas and Electric Company
This contract has been reviewed and approved by:

Korinna Outwater
Service Planning Supervisor
Customer
Agreed and accepted by:

City Of San Rafael, A GOVERNMENT AGENCY
Authorized Signatory April Miller
Title Director
Signature #sigMLX#
Date #sigDateMLX#
#titleMLX#
#Form 79-1169#
130632924

STATEMENT OF APPLICANT'S CONTRACT
ANTICIPATED COSTS.*
Project Name: W Crescent and 4th Street Elec.

Project Location: 2202 4TH STREET, SAN RAFAEL
Notification Number: 130632924
PM Number(s): (Gas) (Electric) 35621491

APPLICANT COSTS

The following statement must only include the contracted anticipated installed costs of facilities installed by the Applicant that are refundable and that are PG&E's responsibility under its tariffs.

The costs provided by the Applicant must be taken from the Applicant's contract with its contractor. If the Applicant will be performing the work itself, the Applicant must also complete and sign this form.

The Applicant's statement of costs will be compared with PG&E's estimated installed costs of the same facilities, the lower of which will be used to determine the amount subject to allowances and refunds in accordance with the provisions of PG&E's Gas and Electric Rules 15 and 16.

If the Applicant chooses not to provide its costs, it must complete the last section of this form. Until the Applicant either provides the refundable cost from its contract with its contractor (or its own cost, if applicable), or returns this form indicating that it will not do so, PG&E will not proceed with any work on the Applicant's project. · Applicant's statement of costs include: overhead or underground service conductors,poles, service transformers, connection fittings, service pipe, valves, service connections,and other PG&E-owned service equipment, as detailed in Gas and Electric Rule 16.

· Applicant's statement of costs DOES NOT include: inspection fees, nonresidential service costs, regulators, or PG&E-owned metering equipment.

Form 79-1003
Advice 4350-G/6050-E
February 2021
†Information collected on this form is used in accordance with PG&E's privacy policy. The privacy policy is available at pge.com/privacy Automated document, Preliminary Statement, Part A

Page 1 of 2 ends

GAS ELECTRIC
Residential Service Facilities: Residential Service Facilities:

Applicant: $ #applicantCostGas# Applicant: $ #applicantCostElec# PG&E: $0.00 PG&E: $0.00
Number of gas service: 0 Stubs:0 Number of Electric service: 0 #Form 79-1003#
May 14, 2025
* This form at all times shall be subject to such modifications as the California Public Utilities Commission May direct form time to time in the exercise of its jurisdiction.
130632924

GAS ELECTRIC
Gas Distribution Facilities
and Non-Residential Service Services:

Electric Distribution Facilities
and Non-Residential Service Services:

Applicant: $ #gasDistFacilities# Applicant: $ #elecDistFacilities# PG&E: $0.00 PG&E: $1,580.88

GAS DISTRIBUTION TRENCH
Applicant: $ #gasDistTrench#
PG&E: $0.00
· Applicant's statement of costs include: overhead or underground service conductors,poles, service transformers, connection fittings, service pipe, valves, service connections,and other PG&E-owned service equipment, as detailed in Gas and Electric Rule 16.

· Applicant's statement of costs DOES NOT include: inspection fees, nonresidential service costs, regulators, or PG&E-owned metering equipment.

I declare under penalty of perjury that the foregoing is true and correct.

APPLICANT'S ELECTION NOT TO PROVIDE COSTS: (if this option selected, box must be checked) I choose not to provide to the utility my refundable costs for this project as taken from my contract with my contractor, or as performed by myself, and acknowledge that PG&E will use its estimate of the refundable costs for this project in the contract between it and me.

Executed on #signDateSACAC# at
(Date) (City)
By:

Print Applicant Name: City Of San Rafael, A GOVERNMENT AGENCY #sigSACAC# Signed:

Title: Director
#titleSACAC#
Form 79-1003
Advice 4350-G/6050-E
February 2021
†Information collected on this form is used in accordance with PG&E's privacy policy. The privacy policy is available at pge.com/privacy Automated document, Preliminary Statement, Part A

Page 2 of 2 ends

#applicantSACAC#
April Miller
Cost Breakdown
Total number of combined meters: 1
Total number of non-residential lots/units for this project: 1 Total number of residential lots/units for this project: 0 Cost of Services:

Engineering & Administrative Costs $0.00
Inspection Fees (+) $0.00
Others (N/A) (+) $0.00
Electric Metering (+) $0.00
Service Tie-In Cost (Energized) by PG&E (+) $0.00
Including Applicant Design Value of $0.00
Service Cost - Applicant installed # Services 0 (+) $0.00 Service Cost - PG&E installed # Services 0 (+) $0.00
Total Estimated Cost of Service Subject to Allowance (=) $0.00 Cost of Service Within Allowance:
less Total Residential Service Allowance
(not to exceed Total Estimated Cost of Service Subject to Allowance) Excess Service Cost
Estimated Service Cost Within Allowance (Total less Excess) Average Cost per Lot or Unit Within Allowance
Excess Service Allowance Applied to Distribution Line Extension Refundable Amount per Lot or Unit:

Applicant: April Miller
Project Location/Name 2202 4TH STREET, SAN RAFAEL
$0.00 X 0 (-) $0.00 =
$0.00 / 0 = $0.00
(=) $0.00
(=) $0.00
$0.00
Allowance
- $0.00
Ave. Cost / Unit
= $0.00
Service Tie-in Cost by Applicant (+) $0.00
**
Including Net Joint Pole Credit Value of $0.00
000130632924 Page 1 of 4
May 14, 2025
Pacific Gas and Electric Company
Detailed Cost Sheet - Electric Distribution
and Service Extension Costs
References
Notification # 130632924
Contract # 50122234 V1
E15-PM # 35621491
E16-PM # 35621491
Customer # 4827939
000130632924 Page 2 of 4
Allowances
Residential:

Amount Subject to Refund
Engineering & Administrative Costs $8,052.68
Including Applicant Design Value of $0.00
Tie-In of Distribution by PG&E (+) $3,327.94
Electric Metering (Non-Residential Projects) (+) $192.71 Other Taxable charges ( N/A )
PG&E installed - Cost of Distribution Line and Non-Res Svcs.

Applicant installed - Cost of Distribution Line and Non-Res Svcs. (+) $0.00 (=) $13,154.21
Inspection Fees (+) $0.00

SUB TOTAL
Total Refundable Amount (+) $16,311.22
(+) $0.00
(+) $1,580.88
plus ITCC @ 24% (+) $3,157.01
Less Total Allowances (not to exceed Total Refundable Amount) (-) $712.75 Balance: Net Refundable Amount $15,598.47
10 Year Refundable Advance Option
Balance: Net Refundable Amount $15,598.47
Less Credit for Value of Applicant Design Work $0.00
Less Cost of Dist. Line Ext. and Non-Res Svcs. installed by Applicant Less Distribution Substructures by Applicant
Net 10 Year Refundable Advance Option Amount
Non-Refundable Discount Option
Balance: Net Refundable Amount
Less Credit for Value of Applicant Design Work
Less Cost of Dist. Line Ext. and Non-Res Svcs. installed by Applicant Less Distribution Substructures by Applicant
Net Non-Refundable Discount Option Amount
$0.00
$0.00
$0.00
$15,598.47
$15,598.47
$0.00
$0.00
$7,799.23
$0.00
Allowance
X 0
Lots / Units
= $0.00
plus ITCC @ 24% Residential Allowances (+) $0.00
SUB TOTAL Residential Allowances (=) $0.00
Non-Residential: $84.84
Net Annual Revenue
/ 0.1476
Cost-of-Service-Factor
= $574.79
plus ITCC @24% Non-Residential Allowances (+) $137.95
SUB TOTAL Non-Residential Allowances (=) $712.74
less Residential Service Allowance:
( 0
Lots/Units
X $0.00
Ave. Cost / Unit
) + 24%
ITCC
= $0.00
Total Distribution Line Extension Allowance (=) $712.74 less Discount $15,598.47
Balance
X 0.50
Discount Rate
= (-) $7,799.23
Value of Distribution Substructures (+) $0.00
Including Net Joint Pole Credit Value of $0.00
Less Non-Residential Service Costs not Qualified for Refunds (-) $0.00 Less Distribution Extension Costs not Qualified for Refunds (-) $0.00 Non-Refundable Payments
Rule 16 Non-Refundable Payments

Page 3 of 4 ends

(+) $0.00
$0.00
Service Costs Beyond Preferred Service Location
Excess Service Costs
Service Riser (+) $1,340.89
Value of Service Trench, Conduits & Substructures in the Franchise Area or on 3rd Party Property
(+) $2,053.34
Value of Rule 16 Land Rights Costs (+) $0.00
(+) $0.00
Cost of Additional Rule 16 Applicant Design Plan Checks (+) $0.00 Other Taxable Charges: N/A
(+) $460.00
(+) $0.00
Rule 16 Trench Permits Obtained by PG&E
Inspection Fees
(+) $15,493.59 Plus Service Trench, Conduits, & Substructures installed by PG&E on Private Property
Inspection Fees (not subject to ITCC) (+) $0.00
Non-Residential Per Meter Charge 1 unit(s) (+) $282.00
Residential Per Meter Charge = 0 unit(s) (+) $0.00
Other Non-taxable Charges: (+) $0.00
Plus ITCC @ 24% (+) $925.01
Total Rule 16 Non-Refundable Amount (=) $20,554.84
Less Service Trench in the Franchise Area or
on & 3rd Party Property installed by Applicant
Less Rule 16 Applicant Design Work Associated with Excess (-) $0.00 SUB TOTAL (=) $3,854.23
000130632924
Inspection Fees (+) $0.00
Re-estimating/Composite Preparation (+) $0.00
Cost of Additional Applicant Design Plan Checks (+) $0.00 Value of Distribution Conduits (+) $0.00
Distribution Risers Installed by PG&E (+) $0.00
Value of Distribution Trench (+) $0.00
PG&E Land Rights Costs (+) $0.00
Rule 15 Trench Permits Obtained by PG&E (+) $460.00
Other (+) $0.00
SUB TOTAL (=) $460.00
Plus ITCC @ 24% (+) $110.40
Other Non-taxable Charges (+) $0.00
SUB TOTAL (=) $570.40
Less Cost of Distribution Line Extension Installed by Applicant (-) $0.00 Less Distribution Substructures by Applicant (-) $0.00
Less Rule 15 Applicant Design Work (-) $0.00
Less Distribution Conduits Installed by Applicant (-) $0.00 Less Distribution Trench Provided by Applicant (-) $0.00 Total Non-Refundable Electric Rule 15 Amount (=) $570.40 (-) $0.00
Less Service Costs Beyond Preferred Location by Applicant (-) $0.00 Less Excess Service Facilities Installed by Applicant (-) $0.00 SUB TOTAL (=) $20,554.84
Non-Residential Service Costs not Qualified for Refunds (+) $0.00 Distribution Extension Costs not Qualified for Refunds $0.00 Rule 15 Non-Refundable Payments
Relocation/Rearrangement Inspection Fees
Relocation/Rearrangement Trench Permits Obtained by PG&E Value of Relocation Applicant Design Work
Tie-in/Meter of Relocation/Rearrangement by PG&E
Relocation/Rearrangement Land Rights

Page 4 of 4 ends

D.0405055 Line Extension Costs - Non-Residential (PMC Charge) Plus Relocation/Rearrangement - Non Taxable
D.0405055 Line Extension Costs - Residential (PMC Charge)

SUB TOTAL
Relocation / Rearrangement of PG&E Facilities
Actual Cost Billing Forecast(6)
(+) $0.00
(+) $0.00
(+) $0.00
(+) $0.00
(+) $0.00
(+) $0.00
(+) $0.00
Plus ITCC @ 0% (+) $0.00
(=) $0.00
(+) $0.00
000130632924
Re-engineering/Comp Prep/Add'l AD Plan Checks (+) $0.00 Value of Relocation/Rearrangement Facilities $0.00
Value of Relocation/Rearrangement Conduits & Substructures (+) $0.00 Value of Relocation/Rearrangement Trench & Excavation (+) $0.00 Engineering & Administrative Costs (+) $0.00
Total Relocation / Rearrangement of PG&E Facilities Amount (=) $0.00 Less Relocation/Rearrangement Salvage (-) $0.00
Including Net Joint Pole Credit Value of $0.00
Less Value of Relocation Applicant Design Work (-) $0.00 Less Trench & Excavation Provided by Applicant (-) $0.00 Less Conduits & Substructures Installed by Applicant (-) $0.00 SUB TOTAL (=) $0.00
Less Relocation/Rearrangement Facilities Installed by Applicant (-) $0.00 Value of Electric Facility Reinforcements by based upon Applicant's estimated demand of: kVa
(Reference: Payment Adjustments. Excess Facilities section of provisions) PG&E: $0.00

0.00 (1) Total Service Allowance not to exceed the Cost of Service (2) 10 Year Refundable and Discount Option credit amounts will be paid upon acceptance of facilities. Credit amounts are subject to future deficiency billing in accordance with the tariff. (3) 10 Year Refundable and Discount Option credit amounts do not offset Other Non-Refundable or Relocation Fees. See Reimbursement Summary for a total of Reimbursements and Credits to be paid upon acceptance of facilities. (4) Inspection Fees (Only Refundable if Applicant's Actual Cost is Used. Applicant's Actual Cost + Inspection Cannot Exceed PG&E's Estimate)
(5) The lower of PG&E's estimated costs or the Applicant's Contract Anticipated Costs (as documented on Form 79-1003 "Statement of Contract Anticipated Costs") will be used to establish the cost of Service and Distribution Line Extension subject to Allowance (6) Per CPUC Decision 23-12-037, Actual Cost Billing Forecast is to cover any cost increases due to unforeseen circumstances.

Total Non-Refundable Electric Rule 16 Amount (+) $20,554.83 Total Non-Refundable Electric Rule 15 Amount (+) $570.39 Total Non-Refundable Relocation / Rearrangement Amount (+) $0.00 Total Non-Refundable Costs (+) $21,125.23
Actual Cost Billing Forecast Fee (+) $0.00
Total Non-Refundable Payment (=) $21,125.23
Note: This supplemental detailed cost sheet is for reference only and is not intended for use in place of the actual contract for the project listed. ____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 5.a
Meeting Date: August 18, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Police Department
Prepared by: Alex Holm, Lieutenant City Manager Approval: ______________ TOPIC: ELECTRIC BICYCLE SAFETY REGULATIONS IN SAN RAFAEL SUBJECT: INTRODUCTION OF AN ORDINANCE ADDING CHAPTER 5.35 “OPERATION OF ELECTRIC MOBILITY DEVICES” TO THE SAN RAFAEL MUNICIPAL CODE TO

REGULATE ELECTRIC MOBILITY DEVICES WITHIN THE CITY LIMITS OF SAN RAFAEL; CEQA DETERMINATION: EXEMPT PURSUANT TO CEQA GUIDELINE 15061(b)(3)
RECOMMENDATION:

Staff recommends that the City Council introduce an ordinance adding Chapter 5.35 “Operation of Electric Mobility Devices” to the San Rafael Municipal Code to regulate electric mobility devices within the city limits of San Rafael, waive further reading of the ordinance, and refer to it by title only.

BACKGROUND:

The popularity of electric bicycles (e-bikes), especially Class 2 throttle-assisted models, has increased dramatically across Marin County, including San Rafael. While e-bikes offer sustainable and accessible mobility, their rapid adoption, especially among riders under 16, has raised public safety concerns.

In response, the California Legislature adopted Assembly Bill 1778, authorizing Marin County jurisdictions to participate in a pilot program known as the Marin Electric Bicycle Safety Pilot Program. This legislation enables local governments to:
• Prohibit individuals under 16 from operating Class 2 e-bikes. • Mandate helmet use for all Class 2 e-bike operators and riders. • Administer a public information campaign before enforcement. • Collect and report data on e-bike violations and collisions to the State Legislature.

The Marin County Civil Grand Jury also released a report titled “With Power Comes Responsibility”, which underscores safety issues and supports implementing these policies locally.

The City of San Rafael acknowledges and appreciates the County of Marin for developing a model ordinance and creating a unique and effective outreach campaign. The County’s leadership in SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
establishing a consistent framework and coordinated public education effort has provided San Rafael with a strong foundation while allowing the City to tailor implementation to our local community.

ANALYSIS:

From 2019 to 2022, 911 calls in Marin for bicycle incidents involving school-aged youth rose by 110%.

To investigate this trend, Marin County Public Health began collecting data in 2023 on e-bike and conventional bike accidents. The data is available through the Bicycle Safety Dashboard. The data shows that 10-15-year-olds in Marin have an e-bike accident rate five times higher than other age groups.

Between October 7, 2023, and May 10, 2025, the County recorded that 27% of 911 emergency medical service (EMS) responses to bicycle accidents involved e-bikes. Among all age groups, youth aged 10- 15 stand out as having the highest proportion of e-bike 911 EMS response relative to regular bicycle injuries. In this group, there were 36 e-bike EMS responses compared to 32 traditional bike EMS responses, meaning e-bikes accounted for 53% of all bike-related EMS responses, the only age group where e-bike responses exceeded those from traditional bicycles. This contrasts sharply with older age groups, where traditional bicycle EMS responses remain significantly more common than those that were e-bike related. The data suggests that younger riders are disproportionately represented in e-bike injury collisions, underscoring the need for targeted safety measures and age-specific regulations.

According to the UC Berkeley Safe Transportation Research and Education Center, unsafe speed was the most common primary collision factor for fatal and serious injury bicycle collisions in 2021. It is well established in transportation safety research that increased speed correlates with increased injury severity. Bicycles, like motor vehicles, become substantially more dangerous at higher speeds due to the amplified impact forces involved in a crash.

In response to growing safety concerns, Marin’s Assemblymember Damon Connolly authored AB 1778, which was signed into law last year. AB 1778 authorizes local Marin ordinances that prohibit individuals under 16 from operating Class 2 e-bikes, require helmet use for all riders, and mandate a 30-day public information campaign before enforcement. It also permits warnings during the first 60 days, followed by modest $25 fines or safety course alternatives for violations. Participating jurisdictions must report enforcement and collision data to the State by 2028, with the pilot program set to expire on January 1, 2029.

AB 1778 applies specifically to “Class 2” e-bikes. To distinguish these from other types of e-bikes and motorized devices, California law defines e-bike classes based on their power source and capabilities.

To qualify as an electric bicycle under California Vehicle Code § 312.5, the electric motor must be less than 750 watts, and the bicycle must have fully operable pedals. Devices that exceed this power limit or lack pedals are classified as mopeds or motor vehicles and are subject to separate regulations.

There are three types of e-bikes in California as defined by Vehicle Code § 312.5:
• Class 1: Pedal-assist only (no throttle), max assisted speed 20 mph • Class 2: Has a throttle (no pedaling required), max assisted-speed 20 mph • Class 3*: Pedal-assist only (no throttle), max assisted speed 28mph (riders must be over 16 statewide)
Current State Law With AB 1778 Ordinance
Age Limits No age limit for Class 1 e-bikes Same
No age limit for Class 2 e-bikes Class 2 e-bikes limited to 16+ SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
Class 3 e-bikes limited to 16+ Same
Helmets All e-bike riders <18 are required
to wear helmets Same
Class 1 e-bike riders >18 are not
required to wear helmets Same
Class 2 e-bike riders >18 are not
required to wear helmets
Class 2 e-bike riders of all ages
are required to wear helmets
Class 3 e-bike riders of all ages
are required to wear helmets Same
Adopting this ordinance will align San Rafael with other Marin municipalities already participating in the program and ensure regional consistency in enforcement and messaging.

Enforcement of the ordinance will be conducted in a measured and equitable manner. Riders will not be stopped solely based on their perceived age. Instead, enforcement of age restrictions will be treated as a secondary violation, meaning that officers will only investigate a rider’s age after observing a primary violation, such as unsafe operation and failure to obey traffic laws. This approach ensures compliance while minimizing unnecessary subjective encounters and focuses enforcement on the most dangerous riding behaviors.

For the initial 60-day period after adoption of this section, any violation shall result in the issuance of a warning notice rather than a fine. After the warning period, a violation shall be punishable by a fine not exceeding $25.00. A fee shall not be imposed upon a citation of this infraction if the parent or legal guardian of the person who violated the prohibition delivers proof within 120 days after the citation was issued that the person has completed an electric bicycle safety and training course under California Streets and Highways Code Section 894, or an electric bicycle safety course offered by any local jurisdiction if one is available.

The ordinance is designed to address a specific and growing public safety concern. Teen riders on Class 2 e-bikes are increasingly involved in traffic accidents, often without helmets and lacking formal training.

Limiting Class 2 e-bike operation to those 16 and older introduces an age threshold consistent with existing state law for Class 3 e-bikes and reflects developmental readiness to safely operate a motorized device in a traffic environment.

A helmet is required for all Class 2 riders to further mitigate head trauma risks, which account for a significant proportion of bicycle-related injuries in emergency room visits. Combined with a public education campaign and an initial grace period, this ordinance takes a proactive education-first approach before introducing fines. The goal is to improve rider behavior, reduce injury rates, and promote a culture of safety around e-bike use.

COMMUNITY OUTREACH:

To meet AB 1778's education requirement, staff will implement a public awareness campaign that includes:
• Informational postings on the City’s website and social media platforms. • Placement of educational posters in high-visibility locations throughout San Rafael SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
• Coordination with local schools and parent organizations to share safety information. This includes collaboration with the San Rafael City Schools to ensure students and parents receive consistent safety messaging prior to enforcement.
• Coordination with community organizations such as Safe Routes to Schools • Distribution of printed flyers at local retailers selling e-bikes. • Public safety announcements and community presentations.

FISCAL IMPACT:

No direct fiscal impact is anticipated. The proposed ordinance will be implemented and enforced using existing department resources. The ordinance may enhance eligibility for future public safety grants.

OPTIONS:

The City Council has the following options to consider on this matter:

1. Introduce the ordinance as recommended.

2. Provide direction for staff to revise the ordinance.

3. Take no action.

RECOMMENDED ACTION:

ATTACHMENTS:

1. Ordinance

2. Marin Civil Grand Jury Report: With Power Comes Responsibility 1 ORDINANCE NO. ______

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN RAFAEL ADDING CHAPTER 5.35 “OPERATION OF ELECTRIC MOBILITY DEVICES” TO THE SAN

RAFAEL MUNICIPAL CODE TO REGULATE ELECTRIC MOBILITY DEVICES

WITHIN THE CITY LIMITS OF SAN RAFAEL
THE CITY COUNCIL OF THE CITY OF SAN RAFAEL DOES ORDAIN AS FOLLOWS:

DIVISION 1. FINDINGS.

WHEREAS, the popularity of electric bicycles (also known as “E-bikes”), especially Class 2 Electric Bicycles, has increased dramatically across Marin County, including San Rafael, and while e-bikes offer sustainable and accessible mobility, their rapid adoption, especially among riders under 16, has raised public safety concerns.

WHEREAS, between October 7, 2023, and May 10, 2025, Emergency Medical Services recorded that 27% of 911 medical responses to bicycle accidents involved Ebikes. Among all age groups, youth aged 10-15 stand out as having the highest proportion of E-bike 911 EMS response relative to regular bicycle injuries.

WHEREAS, California Vehicle Code section 312.5(a) classifies electric bicycles into three classes, and all electric bicycles are equipped with fully operable pedals and an electric motor that produces less than 750 watts of power. Class 1 Electric Bicycle consists of low-speed pedal-assisted electric bicycles equipped with a motor incapable of exclusively propelling the bicycle (and providing assistance at speeds no greater than 20 miles per hour). Class 2 Electric Bicycle consists of throttle-assisted electric bicycles equipped with a motor that may be used exclusively to propel the bicycle (and providing assistance at speeds no greater than 20 miles per hour). Class 3 Electric Bicycle consists of pedal-assisted electric bicycles equipped with a motor that provides assistance only when the rider is pedaling, that ceases to provide assistance when the bicycle reaches a speed of 28 miles per hour, and is equipped with a speedometer.

WHEREAS, on September 30, 2024, the California Legislature passed Assembly Bill 1778, which authorizes Marin County and local entities within Marin County to enact ordinances or resolutions providing for a pilot program, to be called the Marin Electric Bicycle Safety Pilot Program, which may prohibit any person under 16 years of age from operating a Class 2 Electric Bicycle and may require any person operating a Class 2 Electric Bicycle to wear a bicycle helmet.

WHEREAS, Assembly Bill 1778 includes a requirement that participating jurisdictions submit a report to the Legislature that includes, among other things, the total number of 2 traffic stops initiated for violations, the results of the traffic stops, and the actions taken by peace officers during the traffic stops, and data relating to electric bicycle crashes, including the ages of those involved in each reported crash.

WHEREAS, Assembly Bill 1778 further requires a jurisdiction adopting an ordinance to administer a public information campaign for at least 30 calendar days prior to the enactment of the ordinance or resolution. The County of Marin will also be conducting an information campaign focusing on jurisdictions that have adopted similar ordinances.

WHEREAS, the Council seeks to authorize and establish a pilot program as provided for by Assembly Bill 1778.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN RAFAEL DOES ORDAIN AS FOLLOWS:

DIVISION 2. AMENDMENT OF MUNICIPAL CODE.

The Council hereby authorizes the Marin Electric Bicycle Safety Pilot Program within the City of San Rafael jurisdiction in accordance with the requirements of the Vehicle Code § 21214.5, et seq., and, in furtherance of this authorization, Chapter 5.35, “Operation of Electric Mobility Devices” is hereby added to the San Rafael Municipal Code.

Chapter 5.35 – Operation of Electric Mobility Devices

5.35.010 – Purpose and Scope
The provisions of this Chapter are intended to enact the program authorized by Vehicle Code § 21214.5, et seq., on all public roadways, highways, and other areas where Class 2 Electric Bicycles are allowed under federal, state, and local law.

5.25.020 – Definitions
For purposes of this Chapter, "Class 2 Electric Bicycle" shall have the same meaning as defined in the California Vehicle Code Sections 312.5(a)(2).

5.25.030 – Prohibitions and Restrictions
(a) No person under sixteen (16) years of age shall operate a Class 2 Electric Bicycle. (b) No person shall operate a Class 2 Electric Bicycle without wearing a bicycle helmet that complies with California Vehicle Code section 21213(b).

5.25.040 – Violations
3 (a) Within sixty (60) days of the effective date of this Chapter, any violation of this Chapter shall be punishable by warning notices.
(b) Beginning on the sixty-first (61) day after the effective date of this Chapter, a violation shall be punishable as follows:
i. A violation of the prohibition set forth in Section 5.25.030(a) shall be an infraction, punishable by a fine of twenty-five dollars ($25). A fee shall not be imposed upon a citation of this infraction if the parent or legal guardian of the person who violated the prohibition delivers proof to the issuing agency within 120 days after the citation was issued that the person has completed an electric bicycle safety and training course pursuant to Streets and Highways Code section 894, or an electrical bicycle safety course offered by any local jurisdiction, if one is available.
ii. A violation of the prohibition set forth in Section 5.25.030(b) shall be an infraction punishable by a fine of twenty-five dollars ($25). A fee shall not be imposed upon a citation of this infraction if the person who violated the requirement, or, if that person is an unemancipated minor, their parent or guardian, delivers proof to the issuing agency within 120 days after the citation was issued that the person has a helmet meeting the requirements specified in Vehicle Code section 21212(a) and the person has completed a safety course established pursuant to Streets and Highways Code section 894, or an electrical bicycle safety course offered by any local jurisdiction, if one is available.
(c) No record of any violation of this Chapter shall be transmitted to any Superior Court of the State of California.
(d) If this Chapter is violated by a person who is an unemancipated minor, the parent or legal guardian having control or custody of the minor shall be jointly and severally liable with the minor for the amount of any fine imposed pursuant to this subdivision.

5.25.050 – Expiration of Program
This Chapter shall be effective so long as authorized by California Vehicle Code Section 21214.5, et seq.

DIVISION 3. CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA).

If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be invalid, such decision shall not affect the validity of the remaining portions of this Ordinance. The Council hereby declares that it would have adopted the Ordinance and each section, subsection, sentence, clause or phrase thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses or phrases be declared invalid.

DIVISION 5. EFFECTIVE DATE; PUBLICATION.

A summary of this Ordinance shall be published, and a certified copy of the full text of this Ordinance shall be posted in the office of the City Clerk at least five (5) days prior to the Council meeting at which it is adopted.

Within fifteen (15) days after adoption, the City Clerk shall also post in the office of the City Clerk a certified copy of the full text of this Ordinance, along with the names of those Councilmembers voting for or against the Ordinance.

THE FOREGOING ORDINANCE was first read and introduced at a regular meeting of the San Rafael City Council on the 18th day of August 2025, and was passed and adopted at a regular meeting of the San Rafael City Council on the 2nd day of September 2025 by the following vote, to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
______________________________
Kate Colin, Mayor
Attest:
_____________________________
LINDSAY LARA, City Clerk
____________________________________________________________________________________

FOR CITY CLERK ONLY
Meeting Date:

Disposition:

Agenda Item No: 5.b
Meeting Date: August 18, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Community & Economic Development Department Prepared by: Stacey Laumann,
Senior Management Analyst II
City Manager Approval: ______________
TOPIC: STREETARY AND SIDEWALK DINING PROGRAM FEES UPDATES SUBJECT: RESOLUTION REVISING “STREETARY” AND “OUTDOOR (SIDEWALK) DINING” FEE CATEGORIES, DESCRIPTIONS, AND STRUCTURES IN THE CITY’S MASTER FEE SCHEDULE FISCAL YEAR 2025-2026 AND AUTHORIZING ECONOMIC

INCENTIVES
RECOMMENDATION:

Staff recommends that the City Council adopt a resolution revising “Streetary” and “Outdoor (Sidewalk) Dining” fee categories, descriptions, and structures in the City’s Master Fee Schedule for fiscal year (FY) 2025-26 and authorizing economic incentives.

BACKGROUND:

Over the last ten years, the City of San Rafael has encouraged outdoor dining in the public right-of-way as an economic development strategy to support local businesses and enhance Downtown’s vitality.

Outdoor dining can boost restaurant business by increasing seating capacity, drawing in foot traffic, and providing a unique dining experience. Several cities across the state and nationwide have used outdoor dining as a tool to invigorate their commercial areas, making them more vibrant to residents and visitors alike. As outlined below, San Rafael’s approach to regulating outdoor dining has evolved since 2015 to address restaurant trends, pandemic-era necessities, and post-pandemic conditions.

On August 17, 2015, the City Council adopted Resolution No. 13995, establishing a three (3) year “Street Dining” pilot program which provided a process for businesses to use City parking spaces (now called “Streetaries”) for outdoor dining purposes, consistent with existing requirements set out in San Rafael Municipal Code (SRMC) § 14.17.110 and SRMC § 14.16.277. On December 3, 2018, the City Council authorized Street Dining to continue “under the same limitations.” This program resulted in three (3) merchants receiving approval to operate Streetaries in City parking spaces before the 2020 COVID-19 pandemic.

Following the declaration of a pandemic and Public Health Orders that restricted the use of indoor spaces, on June 1, 2020, the City Council adopted Resolution No. 14809, which authorized temporary changes SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
to the Outdoor Dining procedures/provisions in the SRMC and reduced and/or waived fees. This authorization allowed restaurants to continue operating during a period in which Public Health Officials prohibited or severely restricted indoor dining. Subsequently, in 2021, the City Council adopted the Downtown Precise Plan, which contained recommendations to facilitate outdoor dining options, including program 8B.2.8.

To formalize the Streetary program, the City Council adopted Ordinance 2016 on October 3, 2022, which outlined requirements for providing outdoor dining in City parking spaces in SRMC Chapter 11.70 (“Streetaries” Outdoor Eating Areas). The ordinance also amended sections of Title 14 (Zoning) of the SRMC, removing references to the use of City parking spaces for Outdoor Dining but maintaining existing requirements for “Sidewalk Dining”. Additionally, the City Council adopted Resolution No. 15136, approving the Streetary Program Design, Development Standards, and Fees. Altogether, the revised program allowed for phased compliance by merchants already operating Streetaries with the goal of full program compliance by March 15, 2023.

The number of Streetaries in San Rafael has fluctuated since the pandemic's onset, and many have fallen short of compliance due to new fee and insurance requirements. For example, twenty-nine (29) merchants received Covid-era Temporary Outdoor Dining Permits, which were valid through November 30, 2022. In contrast, by January 2025, there were only nine (9) merchants operating a Streetary in San Rafael. Of those nine (9), none complied with the new program fee, permit, or structure requirements that were adopted in October 2022. In December 2023 and again in early 2025, staff communicated with existing Streetary operators to assess challenges that hampered participation with the formalized 2022 Streetary program. Businesses identified challenges primarily related to the fee structure and insurance requirements. Similarly, on May 20, 2025, the Mayor hosted a listening session for current and prospective Streetary operators, during which businesses cited program fees and the costs associated with bringing existing Streetary structures into compliance with design standards as primary impediments to program participation and compliance.

ANALYSIS:

Though administrative costs, sources and levels of revenue, and community priorities can vary somewhat among cities of different sizes, the below comparison of San Rafael’s fee amounts to those of the City of Santa Rosa, the City of Oakland, and the Town of San Anselmo (Table 1) reveal that the current costs associated with participating in the Streetary program in San Rafael are significantly greater than the costs to participate in similar programs (permitted business utilization of street parking space(s) for providing food service) in those cities.

Table 1: Comparison of San Rafael Streetary Fees Across Local Jurisdictions San Rafael Santa Rosa Oakland San Anselmo
Total Fees:

First year of operation
(single parking space)
$7,991 $2,054 $2,024 $3,470
Total Fees:

Subsequent annual
renewal(s)
(single parking space)
$3,785 $287 $1,493 $3,470
While successful Streetary implementation varies based on individual site constraints, the key concern from program participants has been the initial cost structure for application, permitting, deposit, and annual fees. To address these barriers, the staff proposes revising the City’s Master Fee Schedule with SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
both permanent and temporary reductions in fee amounts and the establishment of a new fee category.

Below, the staff outlines the proposed revisions:

1. Streetary Permit Application Fee - Flat Fee (Table 2) Reduce this one-time application fee to align with the Outdoor (Sidewalk) Dining Application Fee (listed under the Planning category of the Master Fee Schedule). This reduction will align the permit fees for both programs, whose initial processing will be managed by the Planning Division.

2. Streetary Permit Deposit Fee - Flat Fee (Table 2)
Reduce this fee amount to $0 (reducing without elimination provides future flexibility in the event a deposit is needed). This charge was designed to cover City expenses in the event an operator did not remove a Streetary structure following closure. However, the deposit imposes a financial barrier to businesses seeking to install a Streetary. The City can require businesses to remove a Streetary structure as a condition to their encroachment permit. That said, there are potential costs to the City if the owner abandons the Streetary structure or refuses to remove the structure, in which case the City would have to remove the structure and absorb the cost.

3. Streetary Permit Encroachment Lease Fee - Flat Annual Fee (Table 2) Staff recommends a two-year fifty percent (50%) reduction of this fee as an economic development incentive. This temporary fee reduction will reduce the cost burden for Streetary operators by lowering the overall cost for the next two years of Streetary operation. Based on feedback from restaurant owners, reducing operational expenses for Streetary may increase program participation, leading to increased business and subsequent tax revenue. To ensure that new and existing program participants may benefit equally from this incentive program, the proposed resolution also authorizes the City to offer a fee credit to businesses that paid their fees for fiscal year 2025-26 before the authorization of this incentive program. That fee credit may be applied to their fees due in fiscal year 2026-27.

4. Streetary Permit Site Inspection & Insurance Review Fee - Flat Annual Fee (Table 2) This new fee category will cover the cost of staff time needed for an annual Streetary site inspection and insurance review. These annual checks by City staff are necessary to ensure compliance with program standards and to review the operator’s insurance coverage, thereby reducing liability and strengthening program communication. For cases in which there is a Streetary and outdoor dining associated with one business, only one Site Inspection and Insurance Review Fee will be required to address both requirements. Streamlining this process reduces the amount of staff time required to complete this review and will lead to reduced staff costs.

5. Outdoor (Sidewalk) Dining Site Inspection & Insurance Review Fee - Flat Annual Fee (Table 3)
This new fee category will cover the cost of staff time needed for annual sidewalk dining site inspections and insurance review.

This section was left blank intentionally.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
Table 2: Proposed changes to “Public Works – Streetary Permit" section of Master Fee Schedule.

STREETARY Current Fees Proposed Fees
(Effective August 18,
2025, or date of
adoption)
Notes
1 Space 2 Spaces 1 Space 2 Space
Application Fee –
One-time, Flat Fee $2,103 $2,103 $1,845 $1,845
Modify to be consistent with
the Outdoor (Sidewalk) Dining
Application Fee.

Deposit (for
structure removal) –
One-time, Flat Fee
$2,103 $2,103 $0 $0
The operator must remove
the structure under all
circumstances.

Encroachment
Lease Fee –
Annual Flat Fee $3,785 $7,570
$3,785
$1,892
$7,570
$3,785
No change to Master Fee
Schedule.
(Temporary two-year, 50%
reduction as Econ. Dev.

Incentive Program)
Site Inspection,
Insurance Review
Fee –
Annual Flat Fee
$310 $310
New fee added to Master Fee
Schedule – cost offset for
staff review of Streetary site
and insurance coverage.

Year One (1): Total
Fees $7,991 $11,776 $3,737 $5,630 *Includes temporary fee reduction Annual Renewal:

Total Fees $3,785 $7,570 $2,202 $4,095 *Includes temporary fee reduction Table 3: Proposed changes to “Planning Services– Other" section of Master Fee Schedule

OUTDOOR
(SIDEWALK)
DINING
Current Fees Proposed Fees
(Effective August 18,
2025, or date of
adoption)
Notes
Application Fee –
Flat Fee $1,845 $1,845
No change proposed.

Site Inspection,
Insurance Review
Fee –
Flat Annual Fee
$310
A new fee has been added to
the Master Fee Schedule for
staff review of the Sidewalk
Dining site and insurance
coverage. In instances where
Insurance Review is
necessary for both Sidewalk
Dining and Streetary
operations, only one
Inspection Fee will be
required.

COMMUNITY OUTREACH:

Staff participated in a listening session hosted by the Mayor on May 20, 2025, for current and prospective Streetary operators, during which businesses cited program fees and the City’s design standards as SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 5
barriers to participation and program compliance. In addition, the City provided notice of this public hearing and the proposed update to the Master Fee Schedule, and information was made available to the public in advance of the hearing in accordance with Government Code Sections 66016 through 66018. Following the recommended adoption of the Resolution (Attachment 1), staff will continue to communicate with existing Streetary operators to notify them of the changes to program fees and assist them with coming into full compliance with program requirements and standards.

ENVIRONMENTAL REVIEW:

The proposed action is exempt from the California Environmental Quality Act (CEQA) per CEQA Guideline 15061(b)(3) in that it does not have the potential to significantly affect the environment.

FISCAL IMPACT:

If adopted as proposed, the fee amendments and temporary discount would result in an approximate $15,053 reduction in fee revenue based on single parking space use. Under the current fee structure, first-year revenue generated from Streetary permits is estimated at $41,216 (exclusive of deposits currently required by operators). Under the proposed fee structure, including the proposed temporary 50% discount to the Encroachment Lease Fee, first-year revenue generated from Streetary permits is estimated to be $26,162. An additional $310 per year would be assessed on permit holders for the new Site Inspection/Insurance Review Fee, which would only be charged for annual renewal of a Streetary permit or Outdoor Dining License.

OPTIONS:

The City Council has the following options to consider on each of the resolutions:

1. Adopt the resolution as presented.

2. Adopt the resolution with modifications.

3. Direct City staff to return to the City Council with more information.

4. Take no action.

RECOMMENDED ACTION:

ATTACHMENTS:

1. Resolution and Exhibit A to the Resolution – Proposed Adjustments to the City of San Rafael Master Fee Schedule (Clean copy reflecting revisions)
RESOLUTION NO. _______
RESOLUTION OF THE SAN RAFAEL CITY COUNCIL REVISING “STREETARY” AND “OUTDOOR (SIDEWALK) DINING” FEE CATEGORIES, DESCRIPTIONS, AND STRUCTURES IN THE CITY’S MASTER FEE SCHEDULE FISCAL YEAR 2025-2026

AND AUTHORIZING ECONOMIC INCENTIVES
WHEREAS, in December 2022, following a comprehensive fee study, the City Council adopted Resolution 15178, a resolution authorizing updates to its Master Fee Schedule, which has subsequently been updated and reaffirmed through Resolution 15421; and
WHEREAS, on October 3, 2022, the City Council adopted Ordinance 2016, which added Chapter 11.70 (“Streetaries”) to Title 11 of the SRMC, outlining requirements for the provision of outdoor dining space in City parking spaces by restaurants; and WHEREAS, on October 3, 2022, the City Council adopted Resolution 15136 which established Streetary program fee amounts of $2,000 for a one-time Application Fee (calculated at cost offset levels for staff time), $2,000 for a one-time Deposit held by the City (if needed to pay for Streetary removal and reinstatement of the public right of way), and a $3,600 Encroachment Lease Fee per parking space (calculated on the basis of average annual revenue from parking meters downtown in 2019); and WHEREAS, Resolution 15136 also established a timeline of periods during which the Application Fee would be waived (until December 31, 2023), and the Encroachment Lease Fee would be waived (until June 1, 2023) or discounted (50% between June 1, 2023 - May 30, 2024 and 25% between June 1, 2024 - May 30, 2025); and WHEREAS, City staff propose revising the City’s “Streetary” and “Outdoor (Sidewalk) Dining” fee categories, descriptions, and fee structures in order to reduce the financial burden on current or prospective Streetary or Outdoor Dining program participants and offering a companion credit to encourage economic activity and vitality; and
WHEREAS, in December 2023 and again in early 2025, staff communicated with eight Streetary operators to assess challenges that hampered participation with the formalized 2022 Streetary program, and those operators identified challenges primarily related to the fee structure and insurance requirements; and WHEREAS, on May 20, 2025, the Mayor hosted a listening session for current and prospective Streetary operators, during which businesses cited program fees and the costs associated with bringing existing Streetary structures into compliance with standards as primary impediments to program participation and compliance; and WHEREAS, City staff calculated the fee amounts identified in Exhibit A (and described in the staff report accompanying this resolution) based upon stakeholder feedback and in accordance with the requirements of State law; and, WHEREAS, the proposed revised Streetary fees do not qualify as a “tax” as set forth in Proposition 26 (California Constitution Article XIII C, Section 1(e)) since the fee amounts: (a) do not exceed the proportionate reasonable cost to the City in providing the service or program to the person paying the fee, and (b) do not exceed the value of City property used by the person paying the fee.

NOW, THEREFORE BE IT RESOLVED, that the City Council of the City of San Rafael does hereby approve and authorize the revision of “Streetary” and “Outdoor (Sidewalk) Dining” fees in the Fiscal Year 2025-2026 Master Fee Schedule, as reflected in Exhibit A attached hereto, to be effective immediately and hereby authorizes the City Manager or designee to apply a 50% discount to the encroachment lease fee as an economic incentive for Fiscal Year 2025-26 and 2026-27 and for those businesses that have already paid the higher fees, to offer a credit on their fees for Fiscal Year 2026-27 that does not exceed the delta between the amount of the fee paid and the fee for Fiscal Year 2025-26.

I, LINDSAY LARA, Clerk of the City of San Rafael, hereby certify that the foregoing Resolution was duly and regularly introduced and adopted at a regular meeting of the City Council of the City of San Rafael, held on the 18th day of August 2025, by the following vote, to wit:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:
_________________
Lindsay Lara, City Clerk

EXHIBIT A
Ci t y of San Raf ael
Pl anni ng Ser vi ces
Service Name Fee Description Fee Recovery %
Streamlined Housing Development
SB 330 Application Deposit + Hourly $ 2,242 100%
SB 9 Housing Development Application Deposit + Hourly $ 6,061 100% SB 9 Lot Split Flat Fee $ 14,465 100%
SB 35 Housing Development Application Deposit + Hourly $ 15,910 100% Subdivision
Lot Line Adjustment & Merger Flat Fee $ 6,530 100%
Small Subdivision Flat Fee $ 14,465 100%
Tentative Map / Subdivision Map Deposit + Hourly $ 18,905 100% Map Amendment and Extensions Flat Fee $ 8,420 100%
Certificates of Compliance Flat Fee $ 6,065 100%
Exception (Subdivision Ordinance) Flat Fee $ 7,266 100% Planning Policy
General Plan Amendment Deposit + Hourly $ 19,229 100%
Development Agreement Deposit + Hourly $ 30,748 100%
Rezoning/Pre-Zoning/Preannexation Deposit + Hourly $ 19,229 100% Planned Development District Deposit + Hourly $ 20,292 100% Use Permit
Use Permit – Administrative/Temporary Flat Fee $ 1,977 100% Use Permit - Zoning Administrator Deposit + Hourly $ 2,910 60% Use Permit - Planning Commission Deposit + Hourly $ 9,475 100% Variances
Minor Variance - Zoning Administrator Flat Fee $ 4,556 100% Variance - Planning Commission Flat Fee $ 9,475 100%
Reasonable Accommodation Request Flat Fee $ 1,036 26%
Exception (Zoning) Flat Fee $ 1,977 100%
Exception (Hillside) Flat Fee $ 2,948 100%
Environmental and Design Review
Environmental and Design Review (Administrative) Deposit + Hourly $ 3,158 100% Environmental and Design Review - Zoning Administrator Deposit + Hourly $ 6,061 100% Environmental and Design Review – Planning Commission Deposit + Hourly $ 16,287 100% Sign Review
Sign Review – Staff Flat Fee $ 268 100%
Sign Program – Minor (Staff) Flat Fee $ 1,503 100%
Sign Program – Major (Planning Commission) Flat Fee $ 8,640 100% Sign Review – Minor Exception Flat Fee $ 1,503 100%
Sign Review – Major Exception Flat Fee $ 8,640 100%
Temporary Banner Permit Flat Fee $ 201 100%
Appeal Fees
Appeal to Planning Commission Filing Fee Flat Fee $ 376 5% Appeals Planning Commission Deposit + Hourly $ 5,374 65% Appeal to City Council Filing Fee Flat Fee $ 376 4%
Appeals to City Council Deposit + Hourly $ 5,374 57%
California Environmental Quality Act Review
Negative Declaration Deposit + Hourly $ 18,980 100%
Environmental Impact Report Deposit + Hourly Consultant Cost +25% 100% Monitoring of Mitigation Measures And Conditions of Approval Deposit + Hourly $ 6,956 100% Other Planning Services
Misc. Staff Time Hourly Rate / Planning Manager3 FBHR $ 272 100% Misc. Staff Time Hourly Rate / Principal Planner3 FBHR $ 215 100% Misc. Staff Time Hourly Rate / Associate Planner3 FBHR $ 172 100% Misc. Staff Time Hourly Rate / Assistant Planner3 FBHR $ 172 100% Pre Application Meeting/Letter Flat Fee $ 2,241 30%
Outdoor Dining and/or Streetary Site Inspection and Insurance Review Fee 1 Flat Annual Fee $ 310.00 Licensing Agreement (Outdoor Dining) Flat Fee $ 1,845 100% Certificate of Appropriateness for Alteration of Historic Structure Deposit + Hourly $ 10,269 100% Certificate of Public Convenience and Necessity for Alcoholic Beverage License Deposit + Hourly $ 3,216 100% Neighborhood Meeting Deposit + Hourly $ 3,005 100%
Contract Planner/Consultant Administration Deposit + Hourly Consultant Cost +10% 100% Building Permit - Plan Checks % of Permit Fee 20% 100%
Planning/Zoning Research Per Hour $ 169 100%
General Plan Mainteance Fee % of Permit Fee 35% 100%
Planning Review of Building Permits - Multi-Family % of Permit Fee 10% 50% Planning Review of Building permits - All Others % of Permit Fee 20% 100% Specialized Consultant - Including Archaeology Referral Deposit + Hourly Consultant Cost +10% 100% Zoning Verification Letter Per 1.5 Hours $ 252 100%
Small Wireless Facilities Deposit + Hourly $ 5,342 100% Wireless Communication Facilities Flat Fee $ 1,075 100% Footnotes
FBHR = Fully Burdened Hourly Rate For Staff Positions (Applicable Average Salary + Fringe Benefits + 10% Overhead Rate) Note: Multiple application discount: when multiple applications are filed simultaneously, a 25% discount on each deposit-based application type will apply.

Deposit + Hourly = Applicant is to pay all City costs, including FBHR based on the time staff spends on the project, 100% of consultant costs, which include but not limited to environmental conultants, archaeologists, outside legal councel, contract planners, etc. and materials. The initial deposit is listed in the Fee Column.

1. One Inspection and Insurance Review Fee will apply in instances where Outdoor Dining and Streetary operations require insurance reivew.

Ci t y of San Raf ael
Publ i c Wor ks Ser vi ces
Service Name Fee Description Fee
Document/Information Services

8.5" x 11" Per Page $ 0.15
11" x 17" Per Page $ 0.20
Public Records Request 1 Per Page $ 0.15
Property Information Request Per Request $ 219
Flood Plain Letter Response Per Response $ 238
Custom Map/ Document Production FBHR True Hourly
Transportation Services
Oversize Load Review - Single Trip* Flat Fee $ 17
Oversize Load Review - Annual* Flat Fee $ 97
Oversize Load Review - Repetitive (6 Month Max)* Flat Fee $ 97 Police Escort Services Base Fee Listed + FBHR, 2 hrs. min. $ 366 Utility/Special District Encroachment Permits
Encroachment Permit - Includes Review of 1 Traffic Control Plan (TCP) Flat Fee $ 1,036 Each Additional Review of TCP Each $ 432
Temporary Encroachment Permit 2
Small - Debris or Moving Boxes and Parking Changes Flat Fee $ 53 Standard - All Other (Up to $20K of improvements/Infrastructure. Greater than $20k See Right-OfWay Improvements Section) Flat Fee $ 376 Other Encroachment Permits
Minor Continuing Encroachment Permits Flat Fee $ 518
Revocable License Agreements for Major Continuing Encroachment Flat Fee $ 2,560 PW Review of Building and Planning Permit 3
Full Review 4 Per Review $ 477
Over the Counter Review Per Review $ 119
Construction Inspection - Onsite Improvements When Required, Per Inspection $ 172 Flood Zone Project Flat Fee $ 358
E.12 Regulated Project/Stormwater Control Plan Flat Fee $ 1,193 Consultant 3rd Party Review Flat Fee Actual Cost + 20%
Admin. Fee
City Surveyor Review Flat Fee Consultant Actual Cost +
20% Admin. Fee
Parcel Map Plan Check (Minor Subdivision) Deposit + Hourly $ 1,193 Final Map Plan Check (Major Subdivision) Deposit + Hourly $ 1,908 Lot Line Adjustment Review Deposit + Hourly $ 1,193
Tentative Map Review Deposit + Hourly $ 1,908
Easement Review Deposit + Hourly $ 1,193
Right-of-Way Improvements/Infrastructure - Plan Checking and Inspection $0 - $20k Cost of Improvements Flat Fee See Temp. Encroachment Permits Section
$20k - $50k Cost of Improvements Flat Fee $ 649
$50k - $100k Cost of Improvements Flat Fee $ 1,299
$100k+ Cost of Improvements Deposit + Hourly $ 5,195
Grading Permits - Plan Check and Inspections (includes NPDES) Permit and Plan Check Flat Fee $ 822
Seasonal Grading Inspections (Rain Seasons) Per Rainy Season (Oct 15 - Apr 15) $ 1,643 Water Use Permits
Water Course Permits Flat Fee $ 477
Tide Land Permits - Dredged Material Flat Fee $ 649
Tide Land Permits - Other Tidelands Permits Deposit + Hourly $ 649 Streetary Permits
Application Fee Flat Fee
$ 1,845.00
Annual Encroachment Lease Fee (per parking space) Flat Annual Fee $ 3,785 Site Inspection and Insurance Review Fee Flat Annual Fee $ 310 Deposit Flat Fee $ 2,103
Special Studies
Special Studies (Reimbursement) Flat Fee Actual Cost + 20% Surcharge
Other Fees
Special Event Setup Flat Fee Actual Cost of Labor &
Materials
Special Event Traffic Control Plan Flat Fee Staff Time Actual Cost Footnotes
FBHR = Fully Burdened Hourly Rate For Staff Positions (Applicable Average Salary + Fringe Benefits + 10% Overhead Rate) * Set by the State
1 . Public Records Request fees may be waived at the City's sole discretion for requests totaling fewer than 50 pages per request.

2. Temporary Encroachment Permit Fees: there is no charge for debris boxes if placed on private property.

4. Fee is per review. Fee may be charged several times if there are multiple reviews of the project.

3. PW Review of Building & Planning Permit - All planning and building permit submissions may be referred to third-party review by an external consultant or the City Surveyor at the discretion of Department of Public Works staff. The applicant is responsible for reimbursement of any fees accrued by external consultants or City Surveyor.

Current Fee
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 5.c
Meeting Date: August 18, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Community Development
Prepared by: Don Jeppson, AIA CBO
Chief Building Official
Cory Bytof
Sustainability Program Manager
City Manager Approval: ______________
TOPIC: TRIENNIAL BUILDING CODE ORDINANCE AMENDMENTS
SUBJECT: INTRODUCTION OF AN ORDINANCE AMENDING TITLE 12 (BUILDING

REGULATIONS) OF THE MUNICIPAL CODE OF THE CITY OF SAN RAFAEL, BY REPEALING TITLE 12 AND AMENDING TITLE 12 THEREOF; ADOPTING THE 2025

EDITION OF THE CALIFORNIA BUILDING CODE, THE CALIFORNIA RESIDENTIAL

CODE, THE CALIFORNIA MECHANICAL CODE, THE CALIFORNIA PLUMBING

CODE, THE CALIFORNIA ELECTRICAL CODE, THE CALIFORNIA EXISTING

BUILDING CODE, THE CALIFORNIA GREEN BUILDING STANDARDS CODE, THE

CALIFORNIA ENERGY CODE, AND THE CALIFORNIA REFERENCED STANDARDS CODE WITH APPENDICES AND AMENDMENTS HEREIN; ADOPTING THE 2024

EDITION OF THE INTERNATIONAL PROPERTY MAINTENANCE CODE AND THE INTERNATIONAL POOL AND SPA CODE WITH AMENDMENTS; AMENDING CHAPTER 12.360 SINGLE-FAMILY MODEL REACH CODE – FLEXPATH; HEREIN;

AND ADOPTING FINDINGS OF FACT SUPPORTING THE AMENDMENTS TO THE CODE.

RECOMMENDATION:

Staff recommends that the City Council introduce the Ordinance, waive further reading, refer to it by title only, and set a public hearing for Tuesday, September 2, 2025.

BACKGROUND:

The State of California Code of Regulations Title 24 construction codes are typically updated and published on a three-year cycle. The California Building Standards Commission publishes the triennial codes, and State law mandates that these codes become effective throughout California 180 days after the publication date. For this latest cycle, the publication date was July 1, 2025, meaning that the current cycle of State construction codes becomes effective on January 1, 2026. This is done to foster uniformity in fire prevention, life/safety, and construction standards statewide. Local jurisdictions are permitted to amend the published codes based on and to suit local climatic, geological, or topographical conditions.

The proposed ordinance adopts the latest version of California Title 24 construction codes. Specifically, this includes the 2025 California Building Code, 2025 California Residential Code, the 2025 California SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
4919-2592-7257 v1
Mechanical Code, the 2025 California Plumbing Code, the 2025 California Electrical Code, the 2024 International Property Maintenance Code, the 2024 International Pool and Spa Code, the 2025 California Existing Building Code, the 2025 California Green Building Standards Code, and the California Referenced Standard Code with appendices and local amendments. State law mandates that these codes become effective statewide on January 1, 2026, with or without the incorporation of local jurisdiction amendments. Building permit applications filed with the City before January 1, 2026, would be subject to the currently adopted codes and City ordinance.

The purpose of the codes is to establish the minimum requirements to safeguard the public health, safety, and general welfare through requirements for structural strength, means of egress, access to persons with disabilities, sanitation, adequate lighting and ventilation, and energy conservation; and to provide safety to firefighters and emergency responders during emergency operations. Below is a summary of each of these codes:
2025 California Building Code: The provisions of this code shall apply to the construction, alteration, movement, enlargement, replacement, repair, equipment, use and occupancy, location, maintenance, removal, and demolition of every building or structure or any appurtenances connected or attached to such buildings or structures. 2025 California Residential Code: The provisions of this code shall apply to the construction, alteration, movement, enlargement, replacement, repair, equipment, use and occupancy, location, removal and demolition of detached one- and two-family dwellings and townhouses not more than three stories above-grade in height with a separate means of egress and their accessory structures not more than three stories above the grade plane in height. 2025 California Mechanical Code: The provisions of this code shall apply to the installation, alteration, repair, and replacement of mechanical systems, including equipment, appliances, fixtures, fittings, and appurtenances, including ventilating, heating, cooling, air conditioning, and refrigeration systems, incinerators, and other energy-related systems. 2025 California Plumbing Code: The provisions of this code shall apply to the installation, alteration, repair, and replacement of plumbing systems, including equipment, appliances, fixtures, fittings, and appurtenances, where connected to a water or sewage system, gas system, and all aspects of medical gas systems.
2025 California Electrical Code: The provisions of this code shall apply to the installation and removal of electrical conductors, equipment, and raceways; signaling and communications conductors, equipment, and raceways; and optical fiber cables and raceways to public and private properties, including yards, lots, parking lots, buildings, structures, mobile homes, recreational vehicles, and floating buildings.
2024 International Property Maintenance Code: The provision of this code shall apply to all existing residential and nonresidential structures and all existing premises and constitute minimum requirements and standards for premises, structures, equipment and facilities for light, ventilation, space, heating, sanitation, protection from the elements, life safety, safety from fire and other hazards, and for safe and sanitary maintenance; the responsibility of owners, operators and occupants; the occupancy of existing structures and premises, and for administration, enforcement and penalties.
2024 International Pool and Spa Code: The provisions of this code shall apply to the construction, alteration, movement, renovation, replacement, repair, and maintenance of aquatic SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
4919-2592-7257 v1
recreation facilities, pools, and spas. The pools and spas covered by this code are either permanent or temporary and shall be only those that are designed and manufactured to be connected to a circulation system and that are intended for swimming, bathing, or wading. The purpose of this code is to establish minimum standards to provide a reasonable level of safety and protection of life, health, property, and public welfare by regulating and controlling the design, construction, installation, quality of materials, location, and maintenance or use of pools and spas. 2025 California Existing Building Code: The provisions of this code provide flexibility to permit the use of alternative approaches to achieve compliance with minimum requirements to safeguard the public health, safety, and welfare insofar as they are affected by the repair, alteration, change of occupancy, addition, and relocation of existing buildings. This code shall apply to the repair, alteration, change of occupancy, addition, and relocation of all existing buildings, regardless of occupancy.
2025 California Historical Building Code: The provisions of this code provide regulations for the preservation, restoration, rehabilitation, relocation, or reconstruction of buildings or properties designated as qualified historical buildings or properties. The intent is to facilitate and provide cost-effective solutions for the preservation and continuing use of historical buildings or properties, while providing reasonable safety for building occupants and access for persons with disabilities.
2025 California Energy Code: The provisions of this code shall set minimum efficiency requirements for new and renovated buildings, assuring reductions in energy use and emissions over the life of the building.
2025 California Green Building Standards Code: The provisions of this code improve public health, safety, and general welfare by enhancing the design and construction of buildings through the use of building concepts having a reduced negative impact or positive environmental impact and encouraging sustainable construction practices.
2025 California Referenced Standard Code: The provisions of this code provide construction standards.

The public hearing on the proposed ordinance will be held at the next regularly scheduled meeting of the City Council on September 2, 2025, a procedure required because the ordinance adopts various adopted State codes by reference, with appropriate local amendments, per Government Code Sections 50022.1 through 50022.10. The City Council last adopted the State codes on November 21, 2022, and the most recent Reach Code on May 20, 2024.

ANALYSIS:

Assembly Bill (AB) 130, adopted in June 2025, prohibits cities from adopting local amendments to the residential code unless certain exceptions are met, including fire safety and home hardening. One of the exceptions allows local amendments if they are “substantially equivalent” to codes in effect September 30, 2025. Another allows local amendments if the amendments are necessary to implement an amendment adopted to align with a general plan adopted or approved on or before June 10, 2025, and that permits mixed-fuel residential construction consistent with federal law while also incentivizing allelectric construction as part of an adopted greenhouse gas emissions reduction strategy. Staff believe these exceptions would apply to the City of San Rafael since the City Council adopted the initial FlexPath Reach Code on May 20, 2024, and since San Rafael maintains a qualified greenhouse gas emissions reduction strategy and has conforming policies in the General Plan 2040. These exceptions are reflected in the Findings in Attachment 1.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
4919-2592-7257 v1
Many of the proposed local amendments, including Reach Codes, are carried over from previously adopted codes and have been adjusted for reference changes or format changes in the new codes. Two new amendments have been added, including a definition for “kitchen” and increasing the width of stair landings when a fire riser is present. Previously adopted electric vehicle (EV) amendments have been removed because the new code has been improved to a similar standard.

An amendment to the Single-Family Model Reach Code – FlexPath is included as well, to proactively amend the target scores upward, which was the intention when the Code was adopted in 2024. Due to AB 130, this amendment allows the City to proceed with the original plan using a future implementation date, while meeting the September 30, 2025, effective date of the exceptions in AB 130. Target scores will increase for each building vintage (year of construction) as shown in Tables 12.360 A-1 and 12.360 A-2 on page 11 of the Ordinance in Attachment 1. However, should data and feedback from the building community not support these new target scores, they would not need to be implemented at the discretion of the Chief Building Official. These amendments are all supported by the 2022 Cost-Effectiveness Study:

Single Family Building Upgrades and subsequent memos commissioned by the California Statewide Energy Codes and Standards program, and are reflected in the Findings in Attachment 1.

The proposed ordinance adopts the California Green Building Standards and incorporates them into the City’s local building code. This is consistent with the action taken by the Council at the last code adoption hearings in 2013, 2017, 2019, and 2022. Staff may bring a recommendation to adopt additional nonresidential Reach Codes to the City Council in the future.

FISCAL IMPACT:

There is no fiscal impact associated with this action.

ENVIRONMENTAL REVIEW:

It has been determined that the proposed ordinance amendments are covered by the ‘general rule’ that the California Environmental Quality Act (CEQA) applies only to projects that have the potential to cause a significant, physical environmental impact. Under CEQA Section 15061(b)(3), the ordinance amendments are not subject to environmental review.

OPTIONS:

The City Council has the following options to consider on this matter:

1. Introduce the Ordinance and set the public hearing for adoption as proposed

2. Introduce the Ordinance with amendments as directed by the Council at the meeting and set the public hearing for adoption

3. Postpone the introduction of the Ordinance to allow amendments to be incorporated into the Ordinance. Should the City Council decide to postpone adoption of the Ordinance, the State codes will become effective on January 1, 2026, without the benefit of the recommended local amendments.

RECOMMENDED ACTION:

Staff recommends that the City Council introduce the Ordinance, waive further reading, refer to it by title only, and set a public hearing for Tuesday, September 2, 2025.

ATTACHMENT:

1. Draft Ordinance: Title 12, 2025 Building Codes
4896-5923-3369 v2 1
ORDINANCE NO. ____
AN ORDINANCE OF THE SAN RAFAEL CITY COUNCIL AMENDING TITLE 12 (BUILDING

REGULATIONS) OF THE MUNICIPAL CODE OF THE CITY OF SAN RAFAEL, BY REPEALING TITLE 12 AND AMENDING TITLE 12 THEREOF; ADOPTING THE 2025 EDITION

OF THE CALIFORNIA BUILDING CODE, THE CALIFORNIA RESIDENTIAL CODE, THE

CALIFORNIA MECHANICAL CODE, THE CALIFORNIA PLUMBING CODE, THE

CALIFORNIA ELECTRICAL CODE, THE CALIFORNIA EXISTING BUILDING CODE, THE

CALIFORNIA GREEN BUILDING STANDARDS CODE, THE CALIFORNIA ENERGY CODE,

AND THE CALIFORNIA REFERENCED STANDARDS CODE WITH APPENDICES AND AMENDMENTS HEREIN; ADOPTING THE 2024 EDITION OF THE INTERNATIONAL

PROPERTY MAINTENANCE CODE AND THE INTERNATIONAL POOL AND SPA CODE WITH AMENDMENTS; AMEND CHAPTER 12.360 SINGLE-FAMILY MODEL REACH CODE – FLEXPATH; HEREIN AND ADOPTING FINDINGS OF FACT SUPPORTING THE

AMENDMENTS TO THE CODES
THE CITY COUNCIL OF THE CITY OF SAN RAFAEL DOES ORDAIN AS FOLLOWS:

DIVISION 1. AMENDMENTS TO MUNICIPAL CODE.

Section 12.100.010 of the Municipal Code of the City of San Rafael is amended to repeal and replace the chapter with the following:

12.100.010 Adopted codes. The following recognized codes are hereby adopted by the City of San Rafael together with the supplements, listed changes, additions, and deletions as noted:

1. 2025 Edition, California Building Code (“CBC”), chapters 2 through 28, 30, 31, 32, 33, 35 and Appendices C, G, H, I, N and O.

2. 2025 Edition, California Electrical Code (“CEC”).

3. 2025 Edition, California Energy Code (“CEgC”).

4. 2025 Edition, California Existing Building Code (“CEBC”), chapters 2 through 16 and Appendices.

5. 2025 Edition, California Green Building Construction Standards Code (“CalGreen”), chapters 1 through 8 and Appendices A4 and A5.

6. 2025 Edition, California Historical Building Code (“CHBC”)

7. 2025 Edition, California Mechanical Code (“CMC”) chapters 2 through 17.

8. 2025 Edition, California Plumbing Code (“CPC”), chapters 2 through 17 and Appendices A, C, D, and I.

9. 2025 Edition, California Referenced Standards Code.

10. 2025 Edition, California Residential Code (“CRC”), chapters 2 through 10, chapter 44, and Appendices BB, BF, BG, BI, BJ, BK, BL, BM, BO, and CI.

11. 2024 International Property Maintenance Code (“IPMC”) chapters 1 through 8 and Appendix A.

12. 2024 Edition, International Swimming Pool and Spa Code (“ISPSC”), chapters 2 through 11.

CHAPTER 12.200 - CALIFORNIA BUILDING CODE AMENDMENTS
Chapter 12.200 of the Municipal Code of the City of San Rafael is hereby repealed in its entirety 4896-5923-3369 v2 2
and replaced with the following:

12.200.010 General. For purposes of this Chapter:

Deleted language from the base code has been stricken through.

Added language to the base code has been underlined.

12.200.020 Amendments. The 2025 California Building Code is amended or modified as follows:

Amend Section 202 to read as follows:

The definition of “Kitchen” is deleted and added to read as follows:

KITCHEN. An area in which the preparation of food for eating occurs (that has provisions for cooking or heating of food; washing and storing of dishware and utensils; and refrigeration or storing of food).

The definition of “Substantial Remodel” is added to read as follows:

SUBSTANTIAL REMODEL. Substantial remodel shall mean the alteration of any structure which, combined with any additions to the structure, performed within any three (3) year period, affects a floor area which exceeds fifty percent (50%) of the existing floor area of the structure. When any changes are made in the building, such as walls, columns, beams or girders, floor or ceiling joists and coverings, roof rafters, roof diaphragms, foundations, piles or retaining walls or similar components, the floor area of all rooms affected by such changes shall be included in computing floor areas for purposes of applying this definition. This definition does not apply to the replacement and upgrading of residential roof coverings or exterior wall finishes.

Amend Section 903.2 is amended to read as follows:
903.2 Where Required. Approved automatic fire sprinkler systems in new buildings and structures shall be provided in the locations described in Sections 903.2.1 through 903.2.12 and 903.2.14 through 903.2.21 and in all of the following:

1. Newly constructed buildings or facilities, except detached Group U occupancies not more than one thousand (1,000) square feet in floor area and provided with exterior wall and opening protection as per Table 602 of the California Building Code.

2. Newly created, attached, second dwelling units which meet the definition of a substantial remodel.

3. All other existing buildings, fire sprinkler systems may be required by the fire chief in accordance with the following:

3.1. All buildings where improvements occur during any three (3) year period that cumulatively meet the definition of a substantial remodel.

3.2. All buildings, except R-3 occupancies, in excess of three thousand (3,000) square 4896-5923-3369 v2 3
feet that have more than ten percent (10%) floor area added within any three (3) year period. Exceptions may be granted by the fire chief when alternate means of protection are installed as approved by the fire code official.

3.3. A change in the use of a building that results in a higher fire or life safety hazard when the square footage of the area changing use is more than 50% of the square footage of the existing building.

3.4. Where fire sprinklers are required by provisions of this code, they shall be extended throughout the building.

4. All public storage facilities. Exceptions may be granted by the fire chief when alternate means of protection are installed as approved by the fire code official

5. All tunnels used for the transportation of people or any type of vehicle.

The requirements for fire sprinkler systems in this code section are not meant to disallow the provisions for area increase, height increase, or fire-resistive-rated substitution if otherwise allowed by this code.

Exception [Unchanged.]
Section 903.2.1 through 903.2.17. [Unchanged.]
Amend Section 903.2.18 by deleting the exception.

Section 903.2.19. [Unchanged.]
Amend Section 909.2. by adding the following sentence at the end of the paragraph:

Replacement of an existing smoke alarm that is hardwired and/or interconnected shall be made with an alarm of the same functionality.

Amend Section 1011.6 to read as follows:
1011.6 Stairway Landings. There shall be a floor or landing at the top and bottom of each stairway. The width of landings, measured perpendicularly to the direction of travel, shall be not less than the width of stairways served. Every landing shall have a minimum depth, measured parallel to the direction of travel, equal to the width of the stairway or 48 inches (1219 mm), whichever is less. Every landing with a fire riser or other fire system apparatus shall increase the minimum required depth, measured parallel to the direction of travel, by an additional 8 inches (203 mm). Doors opening onto a landing shall not reduce the landing to less than one-half the required width. When fully open, the door shall not project more than 7 inches (178 mm) into the required width of a landing. Where wheelchair spaces are required on the stairway landing in accordance with Section 1009.6.3, the wheelchair space shall not be located in the required width of the landing and doors shall not swing over the wheelchair spaces. Exceptions [Unchanged.]
Amend Section 1015.2 by adding the following concluding sentence:

Guards are also required at waterfront bulkheads, fixed piers, and gangways. 4896-5923-3369 v2 4
Add Section 1015.8.2 & 1015.8.3 to read as follows:
1015.8.2 Existing Hotels. The provisions of sections 1015.8 shall apply retroactively to all existing hotels.
1015.8.3 Clear area adjacent to hotel window opening. There shall be no furniture, fixed or movable, placed within thirty-six inches (36") of any openable portion of a window. Hotels shall also provide notice to prospective guests of this requirement.

Amend Section 1505.1 by deleting the last sentence and the referenced Table 1505.1.

Exception [Unchanged]
Amend Section 1505.1.1 to read as follows:
1505.1.1 Roofing requirements within Fire Hazard Severity Zone or in the WildlandUrban Interface (WUI). Roofing requirements for structures located within Fire Hazard Severity Zones or in the Wildland-Urban Interface Fire (WUI) shall be a fire-retardant roof covering that is at least Class A and shall also comply with Section 705A.

Amend Section 1505.1.2 to read as follows:
1505.1.2 Roof coverings within all other areas. The entire roof covering of every existing structure, where more than 50% of the total roof area is replaced within any one-year period, the entire roof covering of every new structure, and any roof covering applied in the alteration, repair or replacement of the roof of every existing structure, shall be a fireretardant roof covering that is at least Class C A fire classification.

All roof coverings that are not at least Class A shall be a fire-retardant roof covering that is at least Class A by May 31, 2027.

Add Section 1807.4 to read as follows:
1807.4 Wooden retaining walls. Wooden retaining walls may not be used to support any building surcharge or vehicular way. In addition, wooden retaining walls shall not be employed to retain soils above or below a building where failure of the wall may subject the building to damage.

CHAPTER 12.210 - CALIFORNIA ELECTRICAL CODE AMENDMENTS

12.210.010 No amendment. The 2025 California Electrical Code is not amended or modified.

CHAPTER 12.220 - CALIFORNIA ENERGY CODE AMENDMENTS

12.220.010 No amendment. The 2025 California Energy Code is not amended or modified. 4896-5923-3369 v2 5
CHAPTER 12.230 - CALIFORNIA EXISTING BUILDING CODE AMENDMENTS

12.230.010 General. For purposes of this Chapter:

Deleted language from the base code has been stricken through.

Added language to the base code has been underlined.

12.230.020 Amendments. The 2025 California Existing Building Code is amended or modified as follows:

Add Section 406.2.1 & 406.2.2 to read as follows:
406.2.1 Existing Hotels. The provisions of section 406.2 shall apply retroactively to all existing hotels.
406.2.2 Clear area adjacent to hotel window opening. There shall be no furniture, fixed or movable, placed within thirty-six inches (36”) of any openable portion of a window. Hotels shall also provide notice to prospective guests of this requirement.

CHAPTER 12.235 - CALIFORNIA GREEN BUILDING CONSTRUCTION STANDARDS CODE

AMENDMENTS

12.235.010 No amendment. The 2025 California Green Building Construction Standards Code is not amended or modified.

CHAPTER 12.240 - CALIFORNIA HISTORICAL BUILDING CODE AMENDMENTS

12.240.010 No amendment. The 2025 California Historical Building Code is not amended or modified.

CHAPTER 12.245 - CALIFORNIA MECHANICAL CODE AMENDMENTS

12.245.010 No amendment. The 2025 California Mechanical Code is not amended or modified.

CHAPTER 12.250 - CALIFORNIA PLUMBING CODE AMENDMENTS

12.250.010 No amendment. The 2025 California Plumbing Code is not amended or modified.

CHAPTER 12.255 - CALIFORNIA RESIDENTIAL CODE AMENDMENTS

12.255.010 General. For purposes of this Chapter:

Deleted language from the base code has been stricken through. 4896-5923-3369 v2 6
Added language to the base code has been underlined.

12.255.020 Amendments. The 2025 California Residential Code is amended or modified as follows:

Amend Section R202 to read as follows:

The definition of “Kitchen” is deleted and added to read as follows:

The definition of “Substantial Remodel” is added to read as follows:

SUBSTANTIAL REMODEL. Substantial remodel shall mean the alteration of any structure, which, combined with any additions to the structure, performed within any three (3) year period, affects a floor area that exceeds fifty percent (50%) of the existing floor area of the structure. When any changes are made in the building, such as walls, columns, beams or girders, floor or ceiling joists and coverings, roof rafters, roof diaphragms, foundations, piles or retaining walls or similar components, the floor area of all rooms affected by such changes shall be included in computing floor areas for purposes of applying this definition. This definition does not apply to the replacement and upgrading of residential roof coverings or exterior wall finishes.

Delete exception to Section R309.1 and amend Section R309.1 to read as follows:

R309.1 Townhouse automatic fire sprinkler systems. An automatic residential fire sprinkler system shall be installed in all newly constructed townhouses and in existing townhouses where alterations and/or additions to the existing structure, performed over any 3-year period, qualify as a "Substantial Remodel" as defined in this code. Any addition to a building with an existing fire sprinkler system shall have that system extended to the new portions of the building, irrespective of the size of the addition.

R309.1.1 [Unchanged]
Amend Section R309.2 to read as follows:

R309.2 One-and two-family dwellings automatic fire systems. An Automatic residential fire sprinkler system shall be installed in all newly constructed one-and two-family dwellings and in existing one-and two-family dwellings where alterations and/or additions to the existing structure, performed over any 3-year period, qualify as a "Substantial Remodel" as defined in this code. Any addition to a building with an existing fire sprinkler system shall have that system extended to the new portions of the building, irrespective of the size of the addition.

R309.2.1. [Unchanged]
Amend Section R309.3.1.2 by deleting exception #4.

Amend Section R310.7.2 by adding the following:
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Smoke alarms shall be tested and maintained in accordance with the manufacturer's instructions. Smoke alarms that no longer function shall be replaced. Replacement of an existing smoke alarm that is hardwired and/or interconnected shall be made with an alarm of the same functionality.

Amend Section R902.1.1 to read as follows:

R902.1.3 Roofing requirements with Fire Hazard Severity Zones or a Wildland-Urban Interface (WUI) area. Roofing requirements for structures located within Fire Hazard Severity Zones or in a Wildland-Urban Interface (WUI) area shall be a fire-retardant roof covering that is at least Class A and shall also comply with Part 7, California Wildland-Urban Interface Code.

Amend Section R902.1.2 to read as follows:

R902.1.2 Roof coverings in all other areas other than the Fire Hazard Severity Zones or a Wildland-Urban Interface (WUI) area. The entire roof covering of every existing structure where more than 50% of the total roof area is replaced within any one-year period, the entire roof covering of every new structure, and any roof covering applied in the alteration, repair or replacement of the roof of every existing structure, shall be a fireretardant roof covering that is at least Class C A fire classification and shall also comply with Part 7, California Wildland-Urban Interface Code.

All roof coverings that are not at least Class A shall be a fire-retardant roof covering that is at least Class A by May 31, 2027.

CHAPTER 12.260 – INTERNATIONAL PROPERTY MAINTENANCE CODE AMENDMENTS

12.260.010 General. For purposes of this Chapter:

Deleted language from the base code has been stricken through.

Added language to the base code has been underlined.

12.260.020 Amendments. The 2024 International Property Maintenance Code is amended or modified as follows:

Delete Section 101.1, 103, 104, 106, and 107
Amend Section 109.4 to read as follows:
109.4 Notice. Whenever the code official determines that there has been a violation of this code or has grounds to believe that a violation has occurred, notice shall be given in the manner prescribed in Section 1.08.060 of the San Rafael Municipal Code. 109.4.1 and 109.4.2 to the owner or the owner’s authorized agent, for the violation as specified in this code. Notices for condemnation procedures shall comply with this section.

Delete Section 109.4.1 and 109.4.2.
4896-5923-3369 v2 8
Amend Sections 110.2, 110.3, and 110.4 to read as follows:
110.2 Temporary safeguards. Notwithstanding other provisions of this code, whenever, in the opinion of the code official, there is imminent danger due to an unsafe condition, the code official shall may order the necessary work to be done, including the boarding up of openings, to render such structure temporarily safe whether or not the legal procedure herein described has been instituted; and shall cause such other action to be taken as the code official deems necessary to meet such emergency.
110.3 Closing streets. When necessary for public safety, the code official shall may temporarily close structures and close or order the authority having jurisdiction to close, sidewalks, streets, public ways and places adjacent to unsafe structures, and prohibit the same from being utilized.
110.4 Emergency repairs. For the purposes of this section, the code official shall may employ the necessary labor and materials to perform the required work as expeditiously as possible.

Delete Section 110.5 and 110.6.

Amend Section 111.2 and 111.3 to read as follows:
111.2 Notices and orders. All notices and orders shall comply with Section 109.4 Chapter

1.46 of San Rafael Municipal Code.
111.3 Failure to comply. If the owner of a premises fails to comply with a demolition order within the time prescribed, the code official shall may cause the structure to be demolished and removed, either through the forces of the an available public agency or by contract or arrangement with private persons, and the cost of such demolition and removal shall be charged against the real estate upon which the structure is located and shall be a lien upon such real estate.

Delete Section 112 and 113.

Amend Section 202 to read as follows:

The definition for “Code Official” is added as follows:

CODE OFFICIAL. Where used in this code, the term code official shall mean the planning manager, code enforcement manager, or the building official of the City of San Rafael, and their designees.

Amend Section 302.4 to read as follows:
302.4 Weeds. Premises and exterior property shall be maintained free from weeds or plant growth in excess of 6 inches tall. Noxious weeds shall be prohibited. Weeds shall be defined as all grasses, annual plants and vegetation, other than trees or shrubs, provided however, this term shall not include cultivated flowers and gardens. [Rest of section to remain unchanged.]
Amend Section 304.14 to read as follows:
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304.14 Insect Screens. During the period from [DATE] to [Date] every Every door, window and other outside opening required for ventilation of habitable rooms, food preparation areas, food service areas or any areas where products to be included or utilized in food for human consumption are processed, manufactured, packaged or stored shall be supplied with approved tightly fitting screens of not less than 16 mesh per inch (16 mesh per 25 mm),and every screen door used for insect control shall have a self-closing device in good working condition.

Exception [Unchanged.]
Amend Section 308.2.2 to add these words to the end of the sentence:
or securing the doors in an approved manner.

Amend Section 308.3.1 by adding the following:

Every person maintaining or using any solid waste can or receptacle shall keep the same clean and sanitary.

Amend Section 308.3.2 by adding the following:

Within all residential districts in the city, no person shall use, locate, or maintain (store) any solid waste can, garbage container, or other waste receptacle within the public right-of-way other than on the day of removal service. Such waste receptacles shall be stored out of public view on non-service dates, whenever practical, or stored nearest the main structure.

Amend Section 602.3 to read as follows:
602.3 Heat supply. Every owner and operator of any building who rents, leases or lets one or more dwelling units or sleeping units on terms, either expressed or implied, to furnish heat to the occupants thereof shall supply heat during the period from [DATE] to [DATE] to maintain a temperature of not less than 68°F (20°C) in all habitable rooms, bathrooms and toilet rooms.

Exceptions [Unchanged.]
Amend Section 602.4 to read as follows:
602.4 Occupiable work spaces. Indoor occupiable work spaces shall be supplied with heat during the period from [DATE] to [DATE] to maintain a temperature of not less than 65°F (18°C) during the period the spaces are occupied.

Exceptions [Unchanged.]
CHAPTER 12.265 – INTERNATIONAL SWIMMING POOL AND SPA CODE AMENDMENTS

12.265.010 General. For the purposes of this Chapter:

Deleted language from the base code has been stricken through.

Added language to the base code has been underlined.

12.265.020 Amendments. The 2024 International Swimming Pool and Spa Code is amended 4896-5923-3369 v2 10
or modified as follows:

Amend Section 202 to add the following definition:

PRIVATE SWIMMING POOL means a swimming pool or pool located at and intended primarily for the use of the occupants of a single or two-family dwelling unit.

Amend Section 301 by adding the following:
301.2 Existing swimming pools. Any person who owns or is in possession of an existing private swimming pool that does not conform to the requirements of this section shall make the pool conform to the requirements of this section within ninety (90) days from its effective date.

Exceptions: The chief building official is hereby authorized to exempt any private swimming pool from the provisions of the Health and Safety Code 115922:

1. If it is secured from unauthorized entry by a natural or artificial barrier that provides the same or a greater degree of protection than would an enclosure.

An application for exception shall be filed in writing with the chief building official. The application shall contain a brief statement evidencing that the applicant is entitled to the exception and such other information as the chief building official may prescribe.

Delete Sections 302 and 305.

Amend Section 305 by adding the following:
305.1 General. Pool barriers and enclosures shall meet the requirements of the California Swimming Pool Safety Act. The text in CBC 3109.2 contains the statutory language that is required to be duplicated and published in the California Code of Regulations, Title 24. As such, the section numbers reflect those within the Health and Safety Code. 305.2 Enclosure required for private swimming pools. Every person who owns or is in possession of any land on which there is situated a private swimming pool shall secure the pool from unauthorized entry by an enclosure that meets all of the requirements of the Health and Safety Code 115923. The enclosure shall be specifically designed to prevent unauthorized entry from adjacent private and/or public property. This enclosure shall be in addition to the "safety features" required by the Health and Safety Code 115922.

Chapter 12.360 of the Municipal Code of the City of San Rafael is amended to read as follows, with additions shown as underlined and deletions shown with strikethrough:

CHAPTER 12.360 – SINGLE-FAMILY MODEL REACH CODE - FLEXPATH

12.360.010 Purpose. The purpose of this chapter is to specify additional energy efficiency and renewable energy measures for additions, alterations and remodels of Covered SingleFamily Projects.

12.360.20 Definitions. For the purpose of this chapter, the following definitions shall apply:
4896-5923-3369 v2 11

1. “Single-Family Building” shall mean any of the following:
a. Residential building of Occupancy Group R-3 or under the California Residential Code with two or fewer dwellings.
b. A townhouse.
c. A building of Occupancy Group R-3.1, or
d. A building of Occupancy Group U when located on a residential site.

2. “Covered Single-Family Project” shall mean the addition, alteration, or remodel of a Single-Family Building originally permitted for construction before 2011 that affects a floor area which exceeds 500 square feet of existing floor area and/or new floor area.

When any changes are made in the building, such as walls, columns, beams or girders, floor or ceiling joists and coverings (subfloor and drywall), roof rafters, roof diaphragms, foundations, piles or retaining walls or similar components, the floor area of all rooms affected by such changes shall be included in computing floor areas for purposes of applying this definition.

These definitions does not apply to project scopes that are solely limited to any of the following: the replacement and upgrading of residential roof coverings, exterior wall finishes and/or floor finishes; alterations that add no more than 75 square feet of fenestration; alterations that add no more than 16 square feet of skylight area with a maximum U-factor of

0.55 and a maximum SHGC of 0.30; alterations that are limited to providing access for persons with disabilities; or voluntary state seismic retrofit program. A Covered Single-Family Project shall not include a project that is a newly constructed building under the California Energy Code, Title 24, Part 6.

12.360.020 Scope. In addition to all requirements of the California Energy Code applicable to Single Family Building additions and alterations, the provisions of this chapter shall apply to all Covered Single-Family Projects.

12.360.020 Requirements. A Covered Single-Family Project shall install a set of measures based on the building vintage from the Measure Menu in Table 12.360 B, to achieve a total Measure Point Score that is equal to or greater than the Target Score in Table 12.360 A. In addition, all mandatory measures listed in Table 12.360 B shall be installed. The installed measures shall meet the specifications in Table 12.360 C.

Beginning January 1, 2027, or later as determined by the Chief Building Official, Covered Single Family Projects shall install a set of measures based on the building vintage from the Measure Menu in Table 12.360 B, to achieve a total Measure Point Score that is equal to or greater than the Target Score in Table 12.360 A-1. In addition, all mandatory measures listed in Table 12.360 B shall be installed. The installed measures shall meet the specifications in Table 12.360 C.

Beginning January 1, 2029, or later as determined by the Chief Building Official, Covered Single Family Projects shall install a set of measures based on the building vintage from the Measure Menu in Table 12.360 B, to achieve a total Measure Point Score that is equal to or greater than the Target Score in Table 12.360 A-2. In addition, all mandatory measures listed in Table 12.360 B shall be installed. The installed measures shall meet the specifications in Table 12.360 C.
4896-5923-3369 v2 12
Building vintage is the year in which (1) a building permit for construction of the structure was submitted, as documented by building department records, or (2) a building permit was issued for an addition or alteration that satisfied the Performance Standards (California Energy Code, Title 24, Part 6, Section 150.1(b)) in effect at time of building permit issuance, whichever is later. Unless otherwise specified, the requirements shall apply to the entire dwelling unit, not just the additional or altered portion. Measures from the Measure Menu table that already exist in the home may be counted towards compliance with these requirements. Measures from the Measure Menu table that are to be installed to satisfy requirements under the California Energy Code, Title 24, Part 6, may not count towards compliance with these requirements. Where these requirements conflict with other California Energy Code requirements, the stricter requirements shall prevail.

Exceptions

1. If the applicant demonstrates that the Energy Budget of the building under the proposed project would be less than or equal to the Energy Budget of the building under the proposed project if it included any set of measures that would achieve compliance under this chapter 12.360. For purposes of this section, “Energy Budget” shall have that meaning set forth in CBC section 100.1(b), as that section may be amended.

2. Mobile Homes, Manufactured Housing, or Factory-built Housing as defined in Division 13 of the California Health and Safety Code (commencing with Section 17000 of the Health and Safety Code).

3. Due to conditions specific to the project, if it is technically or economically infeasible to achieve compliance, the Building Official may reduce the Target Score and/or waive some or all of the mandatory requirements.

4. A measure that is necessary for compliance is prohibited because of a covenant or other deed restriction on the property, such as a homeowners’ association covenant.

5. The Building Official may reclassify the vintage of the building based on existing conditions.

6. An applicant who resides in the dwelling unit and qualifies as a low-income utility customer, or is the owner of the dwelling unit which is occupied by a dependent who qualifies as a low-income utility customer, may comply by either a) installing the duct sealing measure, the lighting measure and water heating package, or b) installing at least 1 kW of solar PV that meets the requirements of 2022 Title 24 Reference Appendix JA11. A low-income utility customer is anyone who is eligible for the California Alternative Rates for Energy (CARE) or Family Electric Rate Assistance Program (FERA) program. A Covered Single-Family Project that consists solely of medically necessary improvements or solely of seismic safety improvements.

7. Nothing in this ordinance shall be construed to prohibit any one appliance covered by the Energy Policy and Conservation Act (EPCA) (42 U.S.C. 6292(a)). Should an applicant establish that this ordinance, as applied, prohibits a covered appliance in the applicant’s project, the Building Official shall waive that portion of the ordinance causing such prohibition.
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Table 12.360 A
Target Scores, Climate Zone 2
Building Vintage Pre-1978 1978-1991 1992-2010
Target Score 12 8 40*
*Note: 1992-2010 Building Vintages are only required to complete the Mandatory Lighting Measure if not already complete.

Table 12.360 A-1
Target Scores, Climate Zone 2
(effective January 1, 2027)
Building Vintage Pre-1978 1978-1991 1992-2010
Target Score 16 9 60*
*Note: 1992-2010 Building Vintages are only required to complete the Mandatory Lighting Measure if not already complete.

Table 12.360 A-2
Target Scores, Climate Zone 2
(effective January 1, 2029)
Building Vintage Pre-1978 1978-1991 1992-2010
Target Score 19 12 80*
*Note: 1992-2010 Building Vintages are only required to complete the Mandatory Lighting Measure if not already complete.

Table 12.360 B
Measure Menu, Climate Zone 2
ID Measure
Building Vintage
Pre-1978 1978-1991 1992-2010
E1 Lighting Measures Mandatory
E2 Water Heating Package 1 1 1
E3 Air Sealing 2 2 1
E4 Attic Insulation (R-38) 6 2 1
E5 Duct Sealing 6 4 1
E6 New Ducts + Duct Sealing 9 6 2
E7 Windows 5 3 3
E8 Wall Insulation (R-1315) 7 -- --
E10 Raised floor insulation (R-19)/(R-30) 8/10 8/9 --
FS1 Heat Pump Water Heater Replacing Gas 12 12 12
FS2 High Eff. Heat Pump Water Heater Replacing
Gas 14 14 14
FS3 Heat Pump Water Heater Replacing Electric 4 4 4
4896-5923-3369 v2 14
FS4 High Eff. Heat Pump Water Heater Replacing
Electric 6 6 6
FS5 Heat Pump Space Heater 23 18 15
FS6 High Eff. Heat Pump Space Heater 25 19 17
FS7 Dual Fuel Heat Pump Space Heater 20 15 14
FS8 Heat Pump Clothes Dryer 2 2 2
FS9 Induction Cooktop 1 1 1
PV Solar PV 16 15 13
The measures in the Measure Menu shall conform to the specifications in Table 12.360C.

Table 12.360 C
Measure Specifications
ID Energy Measure Specification
Energy Measures
E1 Mandatory - Lighting Measures – Replace all interior and exterior screw-in incandescent, halogen, and compact fluorescent lamps with LED lamps. Install photocell controls on all exterior lighting luminaires. Install lighting with an efficiency of 45 lumens per watt or greater in all interior and exterior screw-in fixtures. Install photocell, occupancy sensor or energy management system controls that meet the requirements of 150.0(k)3 in all outdoor lighting permanently mounted to a residential building or to other buildings on the same lot.

E2 Water Heating Package: Insulate all accessible hot water pipes with pipe insulation a minimum of ¾ inch thick. This includes insulating the supply pipe leaving the water heater, piping to faucets underneath sinks, and accessible pipes in attic spaces or crawl spaces. Upgrade fittings in sinks and showers to meet current California Green Building Standards Code (Title 24, Part 11) Section 4.303 water efficiency requirements.

Exception: Upgraded fixtures are not required if existing fixtures have rated or measured flow rates of no more than ten percent greater than the 2022 2025 California Green Building Standards Code (Title 24, Part 11) Section 4.303 water efficiency requirements.

E3 Air Sealing: Seal all accessible cracks, holes, and gaps in the building envelope at walls, floors, and ceilings. Pay special attention to penetrations including plumbing, electrical, and mechanical vents, recessed can light luminaires, and windows. Weatherstrip doors if not already present. Verification shall be conducted following a prescriptive checklist that outlines which building aspects need to be addressed by the permit applicant and verified by an inspector. Compliance can also be demonstrated with blower door testing conducted by a certified HERS ECC Rater no more than three years prior to the permit application date that either: a) shows at least a 30 percent reduction from pre-retrofit conditions; or b) shows that the number of air changes per hour at 50 Pascals pressure difference (ACH50) does not exceed ten for Pre-1978 vintage buildings, seven for 1978 to 1991 vintage buildings and five for 1992-2010 vintage buildings. If combustion appliances are located within the pressure boundary of the building, conduct a combustion safety test by a certified ECC Rater or a professional certified by the Building Performance Institute, in accordance with the BPI 4896-5923-3369 v2 15
Technical Standards for the Building Analyst Professional. professional certified by the Building Performance Institute in accordance with the ANSI/BPI-1200-S-2017 Standard Practice for Basic Analysis of Buildings, the Whole House Combustion Appliance Safety Test Procedure for the Comfortable Home Rebates Program 2020 or the California Community Services and Development Combustion Appliance Safety Testing Protocol.

E4 R-38 Attic Insulation: Attic insulation shall be installed to achieve a weighted assembly U-factor of 0.025 or insulation installed at the ceiling level shall have a thermal resistance of R-38 or greater for the insulation alone. Recessed downlight luminaires in the ceiling shall be covered with insulation to the same depth as the rest of the ceiling.

Luminaires not rated for insulation contact must be replaced or fitted with a fire-proof cover that allows for insulation to be installed directly over the cover.

Exception: In buildings where existing R-30 is present and existing recessed downlight luminaires are not rated for insulation contact, insulation is not required to be installed over the luminaires.

E5 Duct Sealing: Air seal all space conditioning ductwork to meet the requirements of the 2025 Title 24, Part 6, Section California Energy Code 150.2(b)1E. The duct system must be tested by a HERS ECC Rater no more than three years prior to the Covered Single Family Project permit application date to verify the duct sealing and confirm that the requirements have been met. This measure may not be combined with the New Ducts and Duct Sealing measure in this Table.

Exception: Buildings without ductwork or where the ducts are in conditioned space.

E6 New Ducts, R-6 insulation + Duct Sealing: Replace existing space conditioning ductwork with new R-6 ducts that meet the requirements of 2022 2025 Title 24 Section 150.0(m)11. This measure may not be combined with the Duct Sealing measure in this Table. To qualify, a preexisting measure must have been installed no more than three years before the Covered Single Family Project permit application date.

E7 Windows: Replace at least 50% of existing windows with high-performance windows with an area-weighted average U-factor no greater than 0.3027.

E8 R-13 15 Wall Insulation: Install wall insulation in all exterior walls to achieve a weighted U-factor of 0.102 0.095 or install wall insulation in all exterior wall cavities that shall result in an installed thermal resistance of R-1315 or greater for the insulation alone.

E9 Reserved for future use
E10 R-19 / R-30 Floor Insulation: Raised-floors shall be insulated such that the floor assembly has an assembly U-factor equal to or less than U-0.037 / U-0.0340.028 or shall be insulated between wood framing with insulation having an R-value equal to or greater than R-19 / R-30.

Fuel Substitution Measures
FS1 Heat Pump Water Heater (HPWH) Replacing Gas: Replace the existing natural gas water heater with a heat pump water heater that meets the requirements of Sections 110.3 and 150.2(b)1.H.iii.b.

FS2 High Efficiency Heat Pump Water Heater (HPWH) Replacing Gas: Replace the existing natural gas water heater with a heat pump water heater with a Northwest Energy Efficiency Alliance (NEEA) Tier 3 or higher rating that also meets the requirements of Sections 110.3 and 150.2(b)1.H.iii.c.

FS3 Heat Pump Water Heater (HPWH) Replacing Electric: Replace the existing electric resistance water heater with a heat pump water heater that meets the requirements of Sections 110.3 and 150.2(b)1.H.iii.b.
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FS4 High Efficiency Heat Pump Water Heater (HPWH) Replacing Electric: Replace the existing electric resistance water heater with a heat pump water heater with a Northwest Energy Efficiency Alliance (NEEA) Tier 3 or higher rating.

FS5 Heat Pump Space Heater: Replace all existing gas and electric resistance primary space heating systems with an electric-only heat pump system that also meets the requirements of Sections 110.3, and 150.2(b)1.H.iii.c.

FS6 High Efficiency Heat Pump Space Conditioning SystemHeater: Replace all existing gas and electric resistance primary space heating systems with an electric-only heat pump system that meets the requirements of Sections 110.3 and 150.2(b)1.C, 150.2(b)1.E, 150.2(b)1.F, and 150.2(b)1.G and one of the following:

A. A ducted electric-only heat pump system with a SEER2 rating of 16.5 or greater, an EER2 rating of 12.48 or greater and an HSPF2 rating of 9.5 or greater; or
B. A ductless mini-split heat pump system with a SEER2 rating of 14.3 or greater, an EER2 rating of 11.7 or greater and an HSPF2 rating of 7.5 or greater FS7 Dual Fuel Heat Pump Space Heater: Either
A. Replaces all existing gas and electric resistance primary heating systems with a hybrid gas and electric heat pump system, or
B. Isnstall an electric-heat pump system in tandem with a gas furnace and install controls to operate the heat pump to use the existing gas furnace for backup heat only.

FS8 Heat Pump Clothes Dryer: Replace the existing electric resistance clothes dryer with a heat pump dryer with no resistance element and cap the gas line.

FS9 Induction Cooktop: Replace all existing gas and electric resistance stove tops with an inductive induction stove top and cap the gas line.

Solar PV and Electric-Readiness Measures
PV Solar PV + Electric Ready Pre-Wire: Install a solar PV system that meets the requirements of California Energy Code Section 150.1(c)14. In addition, upgrade the panelboard to meet the requirements of Item ER1 in this Table and install any one other measures from Item ER2. Solar PV + Electric Ready Pre-Wire: Install a solar PV system that meets the requirements of California Energy Code Section 150.1(c)14. In addition, for existing PV systems that had been installed prior to the application date of the current project, install any one measure from the list below.

A. Heat Pump Water Heater Ready, as specified in California Energy Code Section 150.0(n)1.

B. Heat Pump Space Heater Ready, as specified in California Energy Code Section 150.0(t).

C. Electric Cooktop Ready, as specified in California Energy Code Section 150.0(u).

D. Electric Clothes Dryer Ready, as specified in California Energy Code Section 150.0(v).

E. Energy Storage Systems (ESS) Ready, as specified in California Energy Code Section 150.0(s).

F. EV Charger Ready. Install a dedicated 208/240-volt branch circuit as specified in the California Green Building Code, Title 24, Part 11, Section A4.106.8.1, which otherwise applies to new construction.

DIVISION 2 FINDINGS.
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California Health and Safety Code Sections 17958, 17958.5, 17958.7, and 18941.5 allow the City, by ordinance, to make modifications or changes to building standards within the California Building Standards Code in Title 24 of the California Code of Regulations and other regulations adopted pursuant to Health and Safety Code Section 17922.

The Health and Safety Code requires such changes to be determined to be reasonably necessary because of local climatic, geologic, or topographic conditions.

The Health and Safety Code requires that the City, before making any modifications or changes, make an express finding that each such modification or change is needed.

The Health and Safety Code requires such findings to be made available as a public record and a copy of such findings to be filed with the California Building Standards Commission.

Staff has recommended that changes and modifications be made to the California Building Standards Code in Title 24 of the California Code of Regulations as reasonably necessary due to the unique local climatic, geologic, or topographic conditions in the City of San Rafael.

The City Council finds that certain local climatic, geologic, or topographic conditions exist as follows:

A. The City of San Rafael has within its borders and along its boundaries, significant areas of grass, brush, and heavily forested lands. These hazardous conditions present an exceptional and continuing fire danger to the residents of the community due to the difficulty of the terrain and topography of the area, much of it consisting of boxed canyons with steep, brush-covered slopes; narrow winding streets used by residents of the area and the Fire Department for ingress and egress, steep hills which hinder Fire Department response time; older and inadequate water systems in certain areas of the community; and the location of buildings and structures with relation to these dangerous areas. (Topography) B. A great number of structures located within the City of San Rafael were built in the late 1800s and early 1900s, thus lacking the built-in protection of modern construction. Many of the residential structures had been built on steep slopes with boxed canyons, and a large percentage are located in areas of heavy natural growth. Many structures (new and old) are constructed of highly combustible material, which offers little resistance to fire and could contribute to the spread of fire. (Topography)
C. Many of the City’s street and pathway system was laid out in the late 1800s and early 1900s. Many of the City’s streets have less than 20 feet of unobstructed width and turning radius. Roadways with less than 20 feet of unobstructed paved surface are considered hazardous in terms of fire access and protection. In the event that the Fire Department is called to respond to a fire emergency in any of these areas, its response time to an emergency is increased by these topographic conditions. (Topography)
D. The desire of the community to preserve natural vegetation and open space has resulted in the encroachment of brush and grass on fire roads, trails, breaks, and 4896-5923-3369 v2 18
streets within the City, thus rendering such separations ineffective against the spread of fires. Natural growth, which is highly flammable during the summer and fall months, encroaches upon many properties, thus posing a potential fire threat to many structures and creating a substantial hindrance to the control of such fires. (Climate, Topography)
E. The City’s precipitation ranges from 15 to 42 inches per year, with an average of approximately 31 inches per year. Approximately 90% of the precipitation falls during the months of October through April, and 10% from May through September. Times of little or no rainfall, of low humidity, and high temperatures create extremely hazardous fire conditions. (Climate)
F. The City’s natural topographic and geological features create an increased risk from flooding, hillside runoff, and landslides due to a combination of factors, including periodic heavy winter rainfalls, soil conditions, proximity to San Francisco Bay, and other related factors. Low-lying areas can also be subject to tidal fluctuations and liquefaction following an earthquake. (Topography, Geology) G. Seismically, the City sits between two active earthquake faults (San Andreas and Hayward) and numerous potentially active faults. Fire following an earthquake has the potential of causing greater loss of life and damage than the earthquake itself.

Should a significant seismic event occur, public safety resources would have to be prioritized to mitigate the greatest threat and may not be available for every structural fire. In such events, individual structures should be equipped to help in mitigating the risk of damage. (Geology)
H. Many areas of the City, including some highly developed industrial and commercial areas, are located on bay alluvial soils which are subject to liquefaction in the event of an earthquake. (Topography, Geology)
I. The United Nations Intergovernmental Panel on Climate Change (IPCC) has warned that failure to address the causes of global climate change within the next few years will result in significant sea level increases and frequency of wildland fires and reduced freshwater resources, which will significantly increase the cost of providing local governmental services and protecting public infrastructure. (Climate)
J. Sea levels could rise from as little as 2 to 3 feet if emissions trend downward, to as much as 8.5 to 35 feet by the end of the century if emissions continue to rise in a “business as usual” scenario. Sea level rise will expand the areas subject to flooding and will directly impact low-lying areas of San Rafael. (Climate, Topography)
Pursuant to Health and Safety Code Section 17958, 17958.5, and 17958.7, the San Rafael City Council hereby expressly finds that the local amendments to the building standards within the California Building Standards Code in Title 24 of the California Code of Regulations are necessary for the protection of public health, safety, and welfare, due to the following local climatic, geologic, or topographical conditions:

Code Sections Findings
4896-5923-3369 v2 19
CBC 202
903.2
909.2
1011.6
1015.2
1015.8.2
1015,8,3
1505.1.1
1505.1.2
1807.4
3110

A, B, C, D, E, G, H, J, K

A, B, C, D, E, F, H, J

A, B, C, D, E, F, H, J
H
H
H

A, B, C, D, E, F, H, J

A, B, C, D, E, G, H, J, K

A, B, C, D, E, F, H, J
CBC
Appendices
C
G
H
I
N
O

A, B, C, D, E, F, H, J

G, H, I, J
H

A, B, C, D, E, F, H, J
J, K
J, K
CEBC 505.2.1
505.2.2
H
H
CPC
Appendices
A
C
D
I

F, J, K

F, J, K
CRC R202
R309.1
R309.2
R309.3.1.2
R310.7.2
R902.1.1
R902.1.2

A, B, C, D, E, G, H, J, K

A, B, C, D, E, F, H, J

A, B, C, D, E, F, H, J
CRC
Appendices
BB
BF
BG
BI
BJ
BK
BL
BM
BO
CI

A, B, C, D, E, F, H, J

A, B, C, D, E, F, H, J
In addition, the City Council finds that:

1. The 2025 California Building Standards Code is scheduled to take effect statewide on January 1, 2026.

2. Cities are empowered to adopt local amendments to the code before the effective date of the new code so that the adopted amendments may be implemented concurrently with the state Code.

3. This ordinance is in effect as of September 30, 2025, and will be implemented with the 4896-5923-3369 v2 20
state Code on January 1, 2026.

4. Changes to the Building and Energy Codes, including Reach Codes, are substantially equivalent to those previously filed and in effect as of September 30, 2025.

5. Changes to the Building and Energy Codes, including Reach Codes are necessary to implement a local code amendment adopted to align with the City of San Rafael’s General Plan 2040, approved before June 10, 2025, and permits mixed-fuel residential construction consistent with Federal law, while also incentivizing all-electric construction as part of the City’s Greenhouse Gas Reduction Strategy.

6. Changes to the Building and Energy Codes, including Reach Codes, have been determined at a regular Council meeting to be cost-effective and will require buildings to be designed to consume less energy than permitted by the California Energy Code as demonstrated by the 2022 Cost-Effectiveness Study: Single Family Building Upgrades and subsequent Memos commissioned by the California Statewide Energy Codes and Standards Program.

DIVISION 3. CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) This Ordinance is exempt from the California Environmental Quality Act (CEQA), pursuant to 14 CCR Section 15061(b)(3), since it can be seen with certainty that there is no possibility that the adoption of this Ordinance may have a significant effect on the environment. (14 Cal. Code Regs.

Section 15061(b)(3), ‘general rule’ provision).

DIVISION 4 SEVERABILITY.

If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be invalid, such decision shall not affect the validity of the remaining portion of this Ordinance.

The City Council of the City of San Rafael hereby declares that it would have adopted the Ordinance and each section, subsection, sentence, clause, or phrase thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, or phrases shall be declared invalid.

DIVISION 5. EFFECTIVE DATE OF ORDINANCE.

This Ordinance shall be published once, in full or in summary form, before its final passage, in a newspaper of general circulation, published and circulated in the City of San Rafael, and shall be operative and implemented on January 1, 2026, to coincide with the effective date of the 2025 California Building Standards Code statewide. If published in summary form, the summary shall also be published within fifteen (15) days after the adoption, together with the names of those Council members voting for or against the same, in a newspaper of general circulation published and circulated in the City of San Rafael, County of Marin, State of California.

NOES: COUNCILMEMBERS:

FOR CITY CLERK ONLY
Meeting Date:

Disposition:

Agenda Item No: 6.a
Meeting Date: August 18, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Community & Economic Development
Prepared by: Alexis Captanian,
Housing Manager
City Manager Approval: ______________
TOPIC: AFFORDABLE HOUSING REQUIREMENTS FOR RESIDENTIAL DEVELOPMENT

PROJECTS
SUBJECT: RESOLUTION AMENDING RESOLUTION 14890, “GUIDELINES FOR THE ADMINISTRATION OF THE AFFORDABLE HOUSING REQUIREMENT PROGRAM”

TO CLARIFY EXISTING POLICY AND PRACTICE
RECOMMENDATION:

Staff recommends that the City Council adopt the resolution amending Resolution 14890, “Guidelines for the Administration of the Affordable Housing Requirement Program,” to clarify existing practices.

BACKGROUND:

Section 14.16.030 of the San Rafael Municipal Code (SRMC) requires residential development projects within the City to contribute to the attainment of affordable housing goals and requirements by promoting and increasing the development of housing for very low, low, and moderate income households. In connection with SRMC Section 14.16.030, the San Rafael City Council adopted Resolution 14890 establishing Guidelines for the Administration of the Affordable Housing Requirement Program (“Guidelines”). Residential development projects can satisfy the City’s affordable housing requirements by providing a percentage of the project’s proposed units as affordable to moderate and/or lower income households, depending upon the size of the proposed project. Section C of the Guidelines describes several distinct requirements related to the dispersal of affordable units throughout the project and comparability of unit size, type, and quality between affordable and market-rate units in a proposed project.

The requirements set forth in Section C of the Guidelines promote several important public policies. The requirements ensure that affordable units are interspersed with market-rate housing, aligning with policies identified by the U.S. Department of Housing and Urban Development and California’s Affirmatively Furthering Fair Housing goals. The requirements also safeguard the quality and longevity of affordable units by mandating that affordable units meet the same design standards, amenities, and finishes as market-rate units, thereby preventing the deterioration that can occur in substandard developments.

Additionally, by requiring proportionality in size and bedroom count of affordable housing units, these SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
requirements directly address one of the most acute shortages in California’s housing market — familysized rentals. According to the California Housing Partnership, fewer than one in five affordable rental units statewide have three or more bedrooms, leaving many low-income households overcrowded or forced into unstable living situations. San Rafael’s Housing Element highlights large families as part of the City’s Housing Needs Assessment and includes Program 35: Affordable Housing for Large Families to help address this need. Providing these larger units not only meets a critical housing need but can also support child well-being and enable long-term housing stability.

Recently, a number of housing developers have questioned whether the various dispersal and comparability requirements set forth in Section C of the Guidelines include separate standalone requirements or whether Section C sets forth a singular standard that certain housing development projects may waive out of, pursuant to State Density Bonus Laws (“SDBL”).1 The proposed modifications to the Resolution are reiterative of existing policy and practice; that is, Section C of the Guidelines has always, and continues to be interpreted by the City as setting forth separate and distinct standards for affordable housing units required pursuant to the City’s inclusionary housing requirements and/or the SDBL.

ANALYSIS:

At this time, staff recommends clarifying the multiple, discrete requirements currently set forth in the City’s Guidelines and the required affordability level pursuant to State law. The proposed amendments to the resolution language do not represent a change in current City policy or practice related to the affordable housing requirement but are reiterative of existing policy and practice.

Staff recommend articulating the following discrete requirements for characteristics of Affordable Housing Units:
• Location. Affordable housing units shall be dispersed throughout the residential development project. Units may be clustered within the residential project when the city determines that such clustering furthers affordable housing opportunities and where such clustering is consistent with Federal and State fair housing laws.
• Size. The affordable housing units shall be comparable in size to the market-rate units within the residential development project, as measured by net habitable square footage. For purposes of this provision, “comparable size” means having habitable square footage proportionate to the range of unit sizes provided for market-rate units in the project. • Type. The affordable housing units shall possess a distribution of bedroom counts proportionate to that of the market-rate units within the residential development project. • Design and Materials. The exterior and interior design of the affordable housing units shall be of the same design, materials, amenities, quality of finish, and appearance as the other developed units.
• Access. The affordable housing units shall have access to the same amenities and common spaces as the market rate units.
• Tenure. The affordable housing units shall have the same tenure mix (e.g., rental or ownership) as the residential development project as a whole. If the Developer offers some or all market-rate units for sale, an equivalent proportion of affordable housing units shall also be offered for sale.

1 Pursuant to the SDBL, developers are entitled to one incentive/concession for projects that include at least 10 percent of the total units for lower income households. Given the City’s inclusionary housing requirements, most housing development projects in the City (for projects that do not invoke other State housing streamlining laws) are entitled to one incentive/concession.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
Staff also recommends highlighting in the Resolution, for the benefit of developers that may be unaware of State laws, the State laws regarding maximum rent levels for lower income units in SDBL projects and projects for which State assistance is provided. Specifically, the maximum rent for affordable housing units shall not exceed “affordable rent” as that term is set forth in and defined by Section 50053 of the Health and Safety Code. Pursuant to Government Code section 65915(c)(1)(B) (as that section of the State Density Bonus Laws may be amended), the maximum rent for any lower income density bonus units shall not exceed the product of 30 percent times 60 percent of the area median income adjusted for family size appropriate for the unit. Again, these modifications are reiterative of existing City policy and practice.

These amendments are meant to immediately clarify existing City policy for residential developers. Staff plan to present an evaluation of the City’s inclusionary housing policy to the City Council in the first quarter of 2026.

FISCAL IMPACT:

The proposed changes to the guidelines do not have a fiscal impact on the City.

OPTIONS:

The City Council has the following options to consider on each of the resolutions:

1. Adopt the resolution as presented.

2. Adopt the resolution with modifications.

3. Direct City staff to return to the City Council with more information.

4. Take no action.

RECOMMENDED ACTION:

ATTACHMENTS:

1. Resolution
4930-5098-7612 v1 4-1
RESOLUTION NO.

RESOLUTION OF THE SAN RAFAEL CITY COUNCIL AMENDING RESOLUTION 14890, “GUIDELINES FOR THE ADMINISTRATION OF THE AFFORDABLE HOUSING REQUIREMENT PROGRAM”
WHEREAS, Section 14.16.030 of the San Rafael Municipal Code (SRMC) requires residential development projects within the city to enhance the public welfare and contribute to the attainment of affordable housing goals and requirements by promoting and increasing, through actual construction and/or alternative equivalent actions, the development of rental and ownership housing units for very low, low and moderate income households (“affordable housing units”); and
WHEREAS, Pursuant to SRMC Title 14, the San Rafael City Council adopted Resolution 14890 on February 16, 2021, to establish priorities, criteria, and processes for administration of the Affordable Housing Requirement program; and
WHEREAS, the City Council wishes to amend the language in the Guidelines for the Administration of the Affordable Housing Requirement Program to clarify for the benefit of housing developers, existing requirements of affordable housing units, including requirements regarding location, size, bedroom count, design and materials, tenure, and maximum rent for affordable housing units.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San Rafael hereby amends the “Guidelines for the Administration of the Affordable Housing Trust Fund” as set forth below (additions in underline, deletions in strikethrough):

The purpose of these Guidelines is to enhance the public welfare and ensure that further residential development projects within the city contribute to the attainment of affordable housing goals and requirements by promoting and increasing, through actual construction and/or alternative equivalent actions as provided for in this section, the development of rental and ownership housing units for very low, low and moderate income households.

A. Definitions. Please refer to SRMC Section 14.03.030.

B. Affordable Housing Requirements. Residential development projects between two (2) and fifteen (15) units shall meet only the Primary Requirement as set forth in this section.

Residential development projects greater than fifteen (15) units shall meet both the Primary Requirement and Secondary Requirement as set forth in this section. Primary and Secondary Requirements are described below:

1. Primary Requirement. All Residential development projects shall provide affordable housing units as follows:
4930-5098-7612 v1 4-2
Project Size Percentage of Affordable Housing Units
2—15 Housing Units* 10% of the proposed units (excluding density bonus units) must be affordable to and occupied by a lowincome household 15 or more Housing Units* 5% of the proposed units (excluding density bonus units) must be affordable to and occupied by a lowincome household * See exemptions listed in SRMC 14.16.030 subsection (B)(1).

2. Secondary Requirement. Residential development projects greater than fifteen (15) units shall satisfy the Secondary Requirement through any of the following alternate means:
a. Additional On-Site Affordable Units. A developer may comply with this section through one of the following alternate means:
i. 5% of the proposed units (not including density bonus units), in addition to units provided through Section B.1 of this document, must be affordable to and occupied by a low-income household;
ii. 10% of the proposed units (not including density bonus units), in addition to units provided through Section B.1 of this document, must be affordable to and occupied by a moderate-income household.
b. In-Lieu Fees for Residential Development. A developer may comply with this section by paying an in-lieu fee equivalent to five percent (5%) of the total proposed units (not including density bonus units).

The amounts and calculation of the housing in-lieu fee shall be established by resolution of the city council as amended from time to time. Unless otherwise preempted by law or as otherwise approved by the planning commission or city council, the in-lieu fee shall be paid prior to the issuance of a building permit for the proposed project.
c. Off-Site Affordable Units. Provision of affordable units off-site must be approved by the decision-making body reviewing and taking action on the project, and shall meet all of the following criteria:
i. Off-site affordable units must be provided within ½ mile of the market-rate project.
ii. Partnership with an experienced affordable housing developer. iii. The off-site affordable units must provide at least the level of public benefit (number of affordable units (rounded up to the next whole unit); comparable or larger unit bedroom sizes; income levels served; term of affordability) as would have been provided through on-site compliance described in Section B.2.a of this document;
4930-5098-7612 v1 4-3
iv. The developer must make a meaningful contribution to the offsite affordable units.
v. The developer provides the City with a cash deposit or equivalent guarantee of the amount the project would be required to contribute through a cash inlieu fees contribution as described in Section B.2.b of this document until there is a construction financing closing on the off-site units. d. Donation of Land to the City. The City may choose to accept the donation of land to the City as a means of alternative compliance with this policy if, after appropriate due diligence, the City determines that the land is desirable for the production of affordable housing and all of the following criteria, as determined by the Community Development Director, are met:
i. The land is appraised by the City at a value equal to or greater than the in-lieu fee parameters in effect at the date of land use application. If the appraised value is less than the in-lieu fee, developers may contribute the remaining requirement in a cash fee.
ii. The land is located in an area where there is a high need for sites for affordable housing. (i.e., areas where the City does not control sufficient development sites)
iii. The land is reasonably developable for affordable housing (including zoned for residential development).

3. Fractional Units. Where the required percentage of affordable housing units results in a fractional unit, or a combination of affordable housing units and fractional units, the developer shall provide the following:
a. Pay an in-lieu fee for the fractional unit below 0.5 unit; b. Construct the next higher whole number of affordable housing units for a fractional unit of 0.5 and above;
C. CharacteristicsLocation and Type of Affordable Housing Units. Affordable Housing Units shall meet each of the following criteria:

1. Location. Affordable housing units shall be dispersed throughout the residential development project. Units may be clustered within the residential project when the city determines that such clustering furthers affordable housing opportunities and where such clustering is consistent with Federal and State fair housing laws.

2. Size. The affordable housing units shall be comparable in size to the market-rate units within the residential development project, as measured by net habitable square footage. For purposes of this provision, “comparable size” means having habitable square footage proportionate to the range of unit sizes provided for market-rate units in the project.

3. The same or substantially similar mix of unit size (e.g., number of bedrooms, square footage);Type. The affordable housing units shall possess a distribution of bedroom counts proportionate to that of the market-rate units within the residential development project.

4. Design and Materials. The exterior and interior design of the affordable housing units shall be of the same Compatibility with the design, materials, amenities, quality of finish, and appearance of the other developed units.
4930-5098-7612 v1 4-4

5. Access. The affordable housing units shall have access to the same amenities and common spaces as the market rate units.

6. Tenure. The affordable housing units shall have the same tenure mix (e.g., rental or ownership) as the residential development project as a whole. If the Developer offers some or all market-rate units for sale, an equivalent proportion of affordable housing units shall also be offered for sale.

D. Rent Limits. The maximum rent for affordable housing units shall not exceed “affordable rent” as that term is set forth in and defined by section 50053 of the Health and Safety Code.

Pursuant to Government Code section 65915(c)(1)(B) (as that section of the State Density Bonus Laws may be amended), the maximum rent for any lower income density bonus units shall not exceed the product of 30 percent times 60 percent of the area median income adjusted for family size appropriate for the unit.

E. D. Timing of Construction. All affordable housing units shall be constructed prior to or concurrent with the construction of market- rate housing units unless the city council, in its sole discretion, determines that an alternative construction schedule will further the goal of affordable housing in the city.

F. E. Initial Occupancy, Control of Resale and Continued Affordability of Affordable Housing Units in Residential Development Projects. Prior to the issuance of certificates of occupancy or the final inspection for any units in a qualifying project, all regulatory agreements and, if the affordable housing units are owner-occupied, resale restrictions, deeds of trust, and/or other documents as may be required and approved by the city council, shall be recorded by the city, or its agent, against all parcels having such affordable housing units and shall be effective in perpetuity; except that, in its sole discretion and upon a finding of financial need or infeasibility, the city council may reduce the affordability time frame to not less than forty (40) years.

1. Ownership Units. Notwithstanding any other provision of this section, the following conditions and/or restrictions shall apply to housing units developed for ownership:
a. The maximum sales price permitted for resale of an affordable housing unit intended for owner-occupancy shall be limited to the amount provided in the resale restrictions and option to purchase agreement between the owner of the affordable unit and the city or its designee, entered into prior to issuance of any building permits for the project.
b. The city shall have the first right to purchase, or assign its right to purchase, such affordable unit(s) at the maximum price that could be charged to an eligible household, as set forth in the resale restrictions and option to purchase agreement between the owner and the city or its designee.

No purchase and/or sale transaction(s) for owner-occupied affordable housing units shall be permitted without express approval by the city or its designee of the purchasing household's eligibility. Nothing in this section shall prohibit the sale and/or purchase of an owner-occupied affordable housing unit if the city fails to make a determination of household eligibility within the time or other limits provided by the regulatory agreements or resale restrictions.
4930-5098-7612 v1 4-5

2. Rental Units. The owner of a property developed for rental occupancy under the provisions of this section ("the property owner"), or the property owner's designee, shall be responsible for selecting qualified tenants pursuant to the regulatory agreement entered into by and between the property owner and the city. The property owner or the designee shall provide annual reports to the city or its designee containing information on the rent charged for the affordable unit and the tenant eligibility as set forth in the regulatory agreement.

G. F. Administration.

1. Annual Reporting. The Community Development Department shall make available to the City Council an annual report on the Affordable Housing Requirements, which measures the effectiveness of the program. These effectiveness metrics may include, but are not limited to:
a. Units in the housing developing development pipeline and project status; b. Number of units built for low-income and moderate-income households; c. In-lieu fees revenues collected into the housing trust fund; d. Units funded through the housing trust fund.

2. Program Review: The Director will provide the City Council with a comprehensive review of the Affordable Housing Requirements and whether any changes should be considered within 18 months of its effective date and every 3-5 years thereafter.

BE IT FURTHER RESOLVED that any and all amendments to these Guidelines as deemed necessary from time to time shall be adopted by resolution of the City Council.

I, LINDSAY LARA, Clerk of the City of San Rafael, California, hereby certify that the foregoing resolution was duly and regularly introduced and adopted at a regular meeting of the Council of the City of San Rafael held on the 18
th day of August 2025, by the following vote, to
wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:

LINDSAY LARA, City Clerk

San Rafael City CouncilAugust 18, 2025

San Rafael City Council
August 18, 2025