* Authorized City Representatives include Electric Utility Assistant Director, Chief Electric Utility Operating Officer, Chief Electric Utility Officer
PART B: SERVICES TO BE PERFORMED
1. REVISED WORK ORDER
□ No
D If yes, provide a brief description of the change(s).
2. SCOPE OF WORK TO BE PERFORMED
The Contractor shall perform the service(s) described below in accordance with all of the Terms and Conditions of the Agreement. {Insert a detailed scope of work below or attach as a separate file.)
3. COMPENSATION
a. Basis of Compensation: D Time & Materials D Fixed Fee b. Reimbursable Expenses:
D No expenses are reimbursable.
D Expenses are separately reimbursable in the maximum amount of:
Agreement with AECOM Technical Servlces, Inc.
Rev. 07-01-18
Page2
c. Payment Schedule:
D Monthly D Completion of Deliverable/Milestone D Completion of Work d. Payment Terms. Provide payment terms below or attach as a separate file.
Agreement with AECOM Technical Services, Inc.
Rev. 07-01-18
AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
AECOM TECHNICAL SERVICES, INC.
EXHIBIT F - LABOR COMPLIANCE ADDENDUM
Agreement Name:
CONTRACTOR (Supplier)
Name and Address
This Agreement is subject to the requirements of California Labor Code section 1720 et seq. requiring the payment of prevailing wages, the training of apprentices, and compliance with other applicable requirements.
A. PREVAILING WAGE REQUIREMENTS
1. Contractor shall be obligated to pay not less than the General Prevailing Wage Rate, which can be found at www.dir.ca.gov, which shall be available to any interested party upon request. Contractor is also required to have a copy of the applicable wage determination posted and/or available at each job site.
2. Specifically, contractors are reminded of the need for compliance with Labor Code Section 1774-1775 (the payment of prevailing wages and documentation of such), Section 1776 (the keeping and submission of accurate certified payrolls) and 1777.5 in the employment of apprentices on public works projects. Further, overtime must be paid for work in excess of 8 hours per day or 40 hours per week pursuant to Labor Code Section 1811- 1813.
3. Special prevailing wage rates generally apply to work performed on weekends, holidays and for certain shift work. Depending on the location of the project and the amount of travel incurred by workers on the project, certain travel and subsistence payments may also be required. Contractors and subcontractors are on notice that information about such special rates, holidays, premium pay, shift work and travel and subsistence requirements can be found at www.dir.ca.gov.
4. Only bona fide apprentices actively enrolled in a California Division of Apprenticeship Standards approved program may be employed on the Last update: 10/23/19 Page 1 o/4
project as an apprentice and receive the applicable apprenticeship prevailing wage rates. Apprentices who are not properly supervised and employed in the appropriate ratio shall be paid the full journeyman wages for the classification of work performed.
5. As a condition to receiving progress payments, final payment and payment of retention on any and all projects on which the payment of prevailing wages is required, Contractor agrees to present to City, along with its request for payment, all applicable and necessary certified payrolls (for itself and all applicable subcontractors) for the time period covering such payment request. The term "certified payroll" shall include all required documentation to comply with the mandates set forth in Labor Code Section 1720 et seq, as well as any additional documentation requested by the City or its designee including, but not limited to: certified payroll, fringe benefit statements and backup documentation such as monthly benefit statements, employee timecards, copies of wage statements and cancelled checks, proof of training contributions (CAC2 if applicable), and apprenticeship forms such as DAS- 140 and DAS-142.
6. In addition to submitting the certified payrolls and related documentation to City, Contractor and all subcontractors shall be required to submit certified payroll records and related documents electronically to the California Department of Industrial Relations. Failure to submit payrolls to the DIR when mandated by the project parameters shall also result in the withholding of progress, retention and/or final payment.
7. No contractor or subcontractor may be listed on a bid proposal for a public works project unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 [with limited exceptions from this requirement for bid purposes only under Labor Code section 1771.1 (a)].
8. No contractor or subcontractor may be awarded a contract for public work on a public works project, unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. Contractors MUST be a registered "public works contractor" with the DIR AT THE TIME OF BID.
Where the prime contract is less than $15,000 for maintenance work or less than $25,000 for construction alternation, demolition or repair work, registration is not required.
9. All contractors/subcontractors and related construction services subject to prevailing wage, including but not limited to: trucking, surveying and inspection work must be registered with the Department of Industrial Relations as a "public works contractor". Those who fail to register and maintain their status as a public works contractor shall not be permitted to perform work on the project.
Last update: 10/23/19 Page 2 o/4
10. Should any contractor or subcontractors not be a registered public works contractor and perform work on the project, Contractor agrees to fully indemnify the City for any fines assessed by the California Department of Industrial Relations against the City for such violation, including all staff costs and attorney's fee relating to such fine.
11. This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.
B. AUDIT RIGHTS
All records or documents required to be kept pursuant to this Agreement to verify compliance with this Addendum shall be made available for audit at no cost to City, at any time during regular business hours, upon written request by the City Attorney, City Auditor, City Manager, or a designated representative of any of these officers.
Copies of such records or documents shall be provided to City for audit at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records or documents shall be made available at Contractor's address indicated for receipt of notices in this Agreement.
C. ENFORCEMENT
1. City shall withhold any portion of a payment; including the entire payment amount, until certified payroll forms and related documentation are properly submitted, reviewed and found to be in full compliance. In the event that certified payroll forms do not comply with the requirements of Labor Code Section 1720 et seq., City may continue to hold sufficient funds to cover estimated wages and penalties under the Agreement.
2. Based on State funding sources, this project may be subject to special labor compliance requirements of Proposition 84.
3. The City is not obligated to make any payment due to Contractor until Contractor has performed all of its obligations under these provisions. This provision means that City can withhold all or part of a payment to Contractor until all required documentation is submitted. Any payment by the City despite Contractor's failure to fully perform its obligations under these provisions shall not be deemed to be a waiver of any other term or condition contained in this Agreement or a waiver of the right to withhold payment for any subsequent breach of this Addendum.
City or the California Department of Industrial Relations may impose penalties upon contractors and subcontractors for failure to comply with prevailing wage requirements. These penalties are up to $200 per day per worker for each wage Last update: 10/23/19 Page 3 of4
violation identified; $100 per day per worker for failure to provide the required paperwork and documentation requested within a 10-day window; and $25 per day per worker for any overtime violation.
City Contractor (Supplier)
By __________ _ By __________ _
Name: Name:
Title: Title:
Date: Date:
Last update: 10/23/19 Page 4 of4
Ebix Insurance No. S200004639
AMENDMENT NO. 1
TO THE AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANT A CLARA, CALIFORNIA,
AND
AECOM TECHNICAL SERVICES, INC.
PREAMBLE
This agreement ("Amendment No. 1") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and AECOM Technical Services, Inc., a California corporation, (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. The Parties previously entered into an agreement entitled "Agreement for Services by and Between the City of Santa Clara, California, and AECOM Technical Services, Inc.," dated June 3, 2021 (Agreement); and B. The Parties entered into the Agreement for the purpose of having Contractor provide renewable energy microgrid feasibility study and design services, and the Parties now wish to amend the Agreement to extend the term of the agreement until April 30, 2024.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. Section 2 of the Agreement, entitled "TERM OF AGREEMENT" is amended to read as follows:
A. Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on May 1, 2021 and expire on April 30, 2024.
B. After the Initial Term, the City reserves the right, at its sole discretion, to extend the term of the Agreement for up to one (1) year through April 30, 2025.
2. Except as set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. In case of a conflict in the terms of the Agreement and this Amendment No. 1, the provisions of this Amendment No. 1 shall control.
Amendment No. 1 to Agreement/AECOM Technical Services, Inc.
Rev. 10/25/19
The Parties acknowledge and accept the terms and conditions of this Amendment No. 1 as evidenced by the following signatures of their duly authorized representatives.
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Office of the City Attorney
City of Santa Clara
"CITY"
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
AECOM TECHNICAL SERVICES, INC.
a California corporation
Dated: February 7, 2023
By (Signature): ~
Name: Robert K. Turley
Title: Vice President
Principal Place of 4 N. Second Street , Suite 675
Business Address: San Jose, CA 95113
Email Address: [email protected]
Telephone: (408) 297-9585
"CONTRACTOR"
Amendment No. 1 to Agreement/AECOM Techn ical Services
Rev. 10/25/2019
Ebix Insurance No. S200004639
AMENDMENT NO. 2
TO THE AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
AECOM TECHNICAL SERVICES, INC.
PREAMBLE
This agreement ("Amendment No. 2") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and AECOM Technical Services, Inc., a California corporation, (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties."
RECITALS
A. The Parties previously entered into an agreement entitled "Agreement for Services by and Between the City of Santa Clara, California, and AECOM Technical Services, Inc." dated June 3, 2021 (Agreement) for the purpose of having Contractor provide renewable energy microgrid feasibility study and design services; and
B. The Agreement was previously amended by Amendment No. 1, dated February 13, 2023, to extend the term until April 30, 2024. The Agreement and all previous amendments are collectively referred to herein as the "Agreement as Amended"; and
C. The Parties now wish to amend the Agreement as Amended to extend the term until April 30, 2025.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. Section 2 of the Agreement, entitled "TERM OF AGREEMENT" is deleted in its entirety and replaced with the following:
"Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on May 1, 2021, and expire on April 30, 2025."
2. Except as set forth herein, all other terms and conditions of the Agreement as Amended shall remain in full force and effect. In case of a conflict in the terms of the Agreement as Amended and this Amendment No. 2, the provisions of this Amendment No. 2 shall control.
Amendment No. 2 to Agreement/AECOM Technical Services, Inc.
Rev. 10/25/19
The Parties acknowledge and accept the terms and conditions of this Amendment No. 2 as evidenced by the following signatures of their duly authorized representatives.
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Approved as to Form:
DfY1,id Sattin,
Daniel Ballin (Jan 17, 202418:00 PST)
GLEN R. GOGGINS
City Attorney
"CITY"
ity M ager
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
AECOM TECHNICAL SERVICES, INC.
a California corporation
Dated : January 16, 2024
By (Signature): ~
Name: RobertK.Turey
Title: Vice President
Principal Place of 4 N. Second Street, Suite 675
Business Address: San Jose, CA 95113
Email Address: [email protected]
Telepho ne: (408) 297-9585
"CONTRACTOR"
Amendment No. 2 to Agreement/AECOM Technical Services , Inc.
Rev. 10/25/2019
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-139 Agenda Date: 4/8/2025
REPORT TO COUNCIL
SUBJECT
Action on Authorizing the City Manager to Negotiate and Execute Amendments to the Agreement with N. Harris Computer Corporation for the NorthStar CIS Utility Billing System
COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure
BACKGROUND
The City of Santa Clara (City) originally selected N. Harris Computer Corporation (Harris) in 1998 through a competitive solicitation process and entered into an agreement for the NorthStar Customer Information System (NorthStar CIS). This integrated system serves as the backbone of the City’s utility billing system and supports various utility-related services. Key examples include the (i) mCare Legacy module for service requests and meter reading data and the (ii) CustomerConnect module, a public-facing portal for account access and bill payment.
In 2017, the City Council authorized the City Manager to execute a new agreement with Harris (2017 Agreement) to upgrade NorthStar CIS from version 6.3 to version 6.4, with a maximum compensation of $276,648.
On November 10, 2020 (RTC# 20-714), the City Council authorized the City Manager to (i) execute Amendment No. 1 to extend the term of the 2017 Agreement through December 31, 2023, with no change to the maximum compensation and (ii) negotiate and execute future amendments for additional work related to the transition of the customer payment system from NorthStar CIS to the City’s Smart Energy Water (SEW) platform for compliance with Payment Card Industry Data Security Standard (PCI DSS). The PCI DSS is a set of security requirements designed to protect cardholder data and reduce payment card fraud, applicable to any entity that stores, processes, or transmits cardholder data.
On December 16, 2020, the City executed Amendment No. 2 to increase compensation by $189,551 for a revised maximum compensation not to exceed $466,199 for the work related to the SEW project, as authorized under RTC# 20-714.
On January 2, 2024, the City executed Amendment No. 3 to the 2017 Agreement to extend the term through December 31, 2025 to accommodate additional time needed to complete the SEW project, as authorized under RTC# 20-714.
On March 19, 2024 (RTC# 24-168), City Council authorized the City Manager to negotiate and execute Amendment No. 4 to modify the scope of services to include work needed to ensure ongoing compatibility between the NorthStar CIS and Silicon Valley Power’s updated meter data management City of Santa Clara Printed on 4/4/2025Page 1 of 4
powered by Legistar™
25-139 Agenda Date: 4/8/2025
system. Additionally, the City Council granted the City Manager authority to increase the maximum compensation of the agreement by $70,857 to a revised not-to-exceed amount of $537,056 in support of this additional work.
The purpose of this report is to request City Council authorization for additional services required for the NorthStar CIS system.
DISCUSSION
Since the execution of the 2017 Agreement with Harris, the system has undergone various updates and modifications to maintain compliance with industry standards and ensure seamless operations with evolving City technologies and needs, as discussed above. Currently, two new work efforts have been identified.
NorthStar CIS Upgrade
The version of Northstar CIS currently in use is outdated and no longer supported by Harris. To improve performance, security, and compliance and to, the City staff desires to upgrade the NorthStar CIS to the latest version. This upgrade will improve prove performance and security, and it will also ensure the City benefits from new and updated features including updating the outdated 2012 Microsoft infrastructure and software with the latest releases (currently Microsoft Windows 2022 and Microsoft SQL Server 2022).
The project scope includes four weeks of user acceptance testing, 45 days of post go-live support, and training. The total cost for this upgrade is $112,174. mCare Legacy Replacement
The mCare application, a component of the NorthStar CIS system used for customer service functions, is at end-of-life. Harris has recommended replacing it with ServiceLink, which is Harris’ new product that is fully compatible with the NorthStar CIS system. This cloud-hosted solution offers significant advantages over mCare’s on-premise infrastructure, including improved mobility, scalability, and increased efficiency through customized modules for electric, trash, water and sewer services. ServiceLink also provides expanded user licensing, allowing the City to scale as needed.
To facilitate this transition, staff is requesting City Council authorization to negotiate and execute a future amendment to implement ServiceLink for an additional not-to-exceed amount of $100,000.
This request is in accordance with the Santa Clara City Code (City Code). Specifically, Section
2.105.280(b)(2) of the City Code permits procurement exemptions from the City Code’s competitive requirements when required to ensure operation or function to match other products with respect to the repair, expansion or completion of a system, existing structure or program currently in use by the City.
Continuing with Harris for this critical utility billing system component will ensure continued seamless integration and functionality. Implementation of ServiceLink will begin after the completion of the NorthStar upgrade, which is a prerequisite.
The annual recurring maintenance fee for ServiceLink will be $54,375, an increase of $39,825.41 from mCare’s current annual maintenance cost of $14,549.59 annually. This recurring fee will be City of Santa Clara Printed on 4/4/2025Page 2 of 4
powered by Legistar™
25-139 Agenda Date: 4/8/2025
added to the existing software license/subscription agreement, already authorized under RTC 20- 714.
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of a California Environmental Quality Act (“CEQA”) pursuant to pursuant to section 15061(b)(3) of Title 14 of the California Code of Regulations in that it can be seen with certainty that there is no possibility that these upgrades and modifications may have a significant effect on the environment .
FISCAL IMPACT
The proposed Amendment No. 5 adds $112,174 to support the NorthStar CIS server migration and upgrade project with funding available through the Utility Management Information System (UMIS) Enhancements Project in the General Government Capital Fund (Project 6103).
Future amendments to support the mCare replacement are estimated to add $100,000 in implementation costs, funded by the Utility Management Information System (UMIS) Enhancements project. To ensure a smooth transition and maintain compliance, a 10% contingency amount of $21,217 is recommended, bringing the revised not-to-exceed amount to $770,447. This contingency accounts for additional work that may arise during implementation, such as at least two data refresh cycles, unforeseen integration issues with existing systems, configuration refinements to align with operational needs, and potential adjustments based on user acceptance testing feedback. Given the complexity of migrating to ServiceLink, this buffer provides a safeguard against unexpected challenges, ensuring that the system meets operational and compliance requirements effectively.
An estimated increase of $39,825 in annual subscription fees for ServiceLink for a total of $54,375 in annual subscription fees is anticipated for the Utility Billing Budget and will be incorporated into the budget as part the budget process.
COORDINATION
This report has been coordinated with the Information Technology Department and City Attorney’s Office.
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.
RECOMMENDATION
1. Authorize the City Manager or designee to negotiate and execute amendments to the agreement with N. Harris Computer Corporation (Agreement) for the NorthStar Customer Information System (NorthStar CIS) Utility Billing System to implement the NorthStar server migration and upgrade and replace mCare with ServiceLink, and to increase the maximum compensation by $212,174, plus a 10% contingency amount of $21,217 for a revised not-to-exceed amount of $770,447, subject to the appropriation of funds and review and approval as to form by the City Attorney; and
2. Authorize the City Manager or designee to take any actions necessary to implement and administer the Agreement and execute future amendment(s) to (1) add or delete services, (2) City of Santa Clara Printed on 4/4/2025Page 3 of 4
powered by Legistar™
25-139 Agenda Date: 4/8/2025
administer the Agreement and execute future amendment(s) to (1) add or delete services, (2) adjust future rates based on market conditions, (3) make de minimis revisions, and (4) extend the term as needed to complete the projects, subject to review and approval as to form by the City Attorney.
Reviewed by: Kenn Lee, Director of Finance
Approved by: Jovan D. Grogan, City Manager
ATTACHMENTS
1. Amendment No. 4
2. Amendment No. 3
3. Amendment No. 2
4. Amendment No. 1
5. 2017 Harris Agreement
City of Santa Clara Printed on 4/4/2025Page 4 of 4
powered by Legistar™
Ebix Insurance No. S200002211
AMENDMENT NO. 4
TO THE AGREEMENT FOR THE PERFORMANCE OF SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
N. HARRIS COMPUTER CORPORATION
PREAMBLE
This agreement ("Amendment No. 4") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and N. Harris Computer Corporation, a Canadian corporation (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties."
RECITALS
A. The Parties previously entered into an agreement, entitled "Agreement for the Performance of Services by and between the City of Santa Clara, California, and Northstar Utilities Solutions", dated December 7, 2017 (Agreement) for the purpose of having Contractor provide professional services and software related to the Northstar Customer Information System;
B. The Agreement was previously amended by Amendment No. 1, dated December 1, 2020, Amendment No. 2, dated December 16, 2020, and Amendment No. 3, dated January 1, 2024. The Agreement and all previous amendments are collectively referred to herein as the "Agreement as Amended"; and C. The Parties now wish to amend the Agreement as Amended to increase the maximum compensation for additional work related to the integration of the utility billing system with Siemens Energy IP to facilitate Advanced Metering Infrastructure (AMI).
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. First Revised Exhibit A of the Agreement as Amended, entitled "Scope of Services," is hereby replaced with Second Revised Exhibit A, attached hereto and incorporated into the Agreement as Amended.
2. First Revised Exhibit B of the Agreement as Amended, entitled "Fee Schedule", is hereby deleted in its entirety and replaced with Second Revised Exhibit B, attached hereto and incorporated into the Agreement as Amended.
3. The Agreement as Amended is hereby amended by adding Exhibit E, entitled "Task Order Form," attached hereto and incorporated into the Agreement as Amended.
4. Except as set forth herein, all other terms and conditions of the Agreement as Amended shall remain in full force and effect. In case of a conflict in the terms of the Agreement as Amended and this Amendment No. 4, the provisions of this Amendment No. 4 shall control.
Amendment No. 4 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
The Parties acknowledge and accept the terms and conditions of this Amendment No. 4 as evidenced by the following signatures of their duly authorized representatives.
GLEN R. GOOGINS
City Attorney
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Dated: sf, /v
"CITY"
~Ji?" City Manager
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
N. HARRIS COMPUTER CORPORATION
a Canadian corporation
Dated: 03.15.2024 ------,,=--- ---- ----------
By (Signature): ~-hMn,
Name: ===Aref}=:Je=r===R=a=h=o=n============= ========= Title: VP, Sales & Marketing ---- - - ---------- - -Pr inc i pa I Place of Business Address: _(~to_b_e_fi_lle_d_ in_b~y~C_ity~st_a_ff)~------~ Email Address: [email protected] ~-~--- ~----------- Te I e phone: _(~ ) __ 7_14_-_33_5_-9_7_0_0 ____ _ ___ _ Amendment No. 4 to Agreement/N. Harris Computer Corporat ion Rev. 10/25/2019
SECOND REVISED EXHIBIT A
SCOPE OF SERVICES
The Services to be performed for the City by the Contractor under this Agreement are more fully described in the Statements of Work referenced below. These statements of work are hereby incorporated into this Second Revised Exhibit A.
1. "Statement of Work, City of Santa Clara, Northstar Version 6.4 Upgrade" dated August 17, 2017, version 2.1, attached and incorporated into the Agreement executed on December 7, 2017;
2. "Statement of Work, City of Sant Clara, Core Automation Suite Subscription" dated August 17, 2017, version 2.1, attached and incorporated into the Agreement executed on December 7, 2017;
3. "Statement of Work: City of Santa Clara, Smart Energy Water Integration" dated July 13, 2020, version 1.5, attached and incorporated into Amendment No. 2; and
4. "Statement of Work: Discovery Engagement to Discuss and Redesign the Energy IP (EIP) Integration" dated March 1, 2024, attached and incorporated into this Amendment No. 4.
Amendment No. 4 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
STATEMENT OF WORK:
DISCOVERY ENGAGEMENT TO DISCUSS AND REDESIGN THE ENERGY IP (EIP)
INTEGRATION
Date: March 1, 2024
Customer: City of Santa Clara
Attention: Tim Lynch
Support Call: 2078639
Department: NS-PS
Fixed Price: $10,857
Services Description: City of Santa Clara ("Santa Clara") has requested a Discovery engagement to discuss and redesign the Energy IP ("EIP") integration. The objective of the discovery will be to identify and evaluate the business and technical parameters that are necessary to achieve the integration of EIP with the Customer Information System (CIS) including planned upgrades to the CIS.
The purpose of the discovery will be to engage in meaningful conversation, deliberation and discussion that will help guide a path forward to set technical and business parameters which will be developed and documented.
This engagement will include but not be limited to:
Reviewing the business requirements, exploration on the optional methods available to Santa Clara to move forward with post discovery, discussion on the possible pros and cons of different methods and document what possible technical paradigms that may exist, costs and timelines for the potential options.
Defining the business rules for processing information coming from Santa Clara's EIP system
• Defining the interaction points between Santa Clara's EIP system and the CIS • Defining the communication interface between Santa Clara's EIP system and the CIS This Discovery engagement will involve remote meetings with a Northstar Project Manager and Solution Architect and involve power users and/or managers from Santa Clara.
Scope of Work:
Participate in technical meetings with Santa Clara, and EIP team to understand technical requirements and explore possible options to meet integration requirements • Review current Java Message Service (JMS) based integration to meet new requirements
Discuss and confirm an approach method for migrating the current integration Review current integration to understand effort to make necessary changes to support the decided approach
Deliverable: Present EIP integration design recommendation and level of effort to Santa Clara for costing and signoff.
Amendment No. 4 to AgreemenUN. Harris Computer Corporation Rev. 10/25/2019
Consultant shall provide schedule, and status updates on Services performed during the Term.
Assumptions:
Santa Clara will ensure the appropriate staff is available to work with Northstar resources remotely. It is expected that the individuals identified will have experience in the day-to-day operations and will work closely with the consultants to resolve issues, requests or questions as required and will be actively engaged in the discovery process. • Quote is based on a standard 8-hour workday. If there are any changes to the hours required, scope or our understanding of the scope, the price is subject to change.
Additional follow up or support for remote activities once site visit is complete will be submitted for approval pursuant to the terms under Additional Services in this Scope of Work.
The consultants will work remotely and virtually with Santa Clara and will have ready access to appropriate personnel in the user departments and to the technical documentation associated with the systems.
Acceptance Terms:
Except as otherwise expressly set forth herein, this SOW is governed by the terms and conditions of Santa Clara and Northstar Master Services Agreement dated August 22, 2017.
The work contained within this document is deemed completed and accepted once remote activity is completed and the Discovery document has been received by Santa Clara.
Price:
This is a fixed price quote of $10,857 based on the scope described above. If there are material changes to the scope, the price is subject to change.
Any additional scope will be submitted for authorization pursuant to the Additional Services section below and charged at a rate of $235/hr.
Price excludes any applicable taxes.
Payment Terms:
Contractor will invoice payment milestones as follows:
60% on Effective Date (Deposit)
25% on delivery of remote Discovery Review
• 15% on delivery of Discovery Document
Invoices are due within 30 days of the receipt of invoice.
Contractor will not initiate any work until the Deposit is received.
Amendment No. 4 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
Termination:
The City may terminate this scope of work with ten (10) days prior written notice to Northstar. In such event, Northstar shall have no further rights hereunder, except that NorthStar shall be paid for all Services adequately rendered prior to such termination.
Additional Services:
Any other services identified during the discovery shall be at additional cost. The City has set aside the amount of $60,000 for such additional services associated with this scope of work. For additional services associated with this project, Contractor shall submit a scope of work in substantially the same format as Exhibit E. If approved by City, additional services that do not exceed $60,000 will be authorized by a written Task Order in substantially the same format as Exhibit E. Additional services that exceed $60,000 will require an amendment to this Agreement in advance of initiating work.
Amendment No. 4 to AgreemenUN. Harris Computer Corporation Rev. 10/25/2019
SECOND REVISED EXHIBIT B
FEE SCHEDULE
1. MAXIMUM COMPENSATION
Contractor shall bill at the rates and upon the schedules set forth in the three "Statement of Work" documents attached to Second Revised Exhibit A, and such payment are expressly subject to section 34 of the Agreement, entitled "Retention." In no event shall the amount billed to City by Contractor for services under this Agreement exceed Five Hundred Thirty-Seven Thousand and Fifty-Six Dollars ($537,056), subject to budget appropriations.
Statement of Work
Statement of Work, City of Santa Clara, Northstar Version 6.4 Upgrade" dated August 17, 2017, version 2.1
"Statement of Work, City of Sant Clara, Core Automation Suite Subscription" dated August 17, 2017, version 2.1.
Statement of Work for Smart Energy Water Integration" dated July 13, 2020 version 1.5.
Statement of Work: Discovery Engagement to Discuss and
Redesign the Energy IP (EIP) Integration
$10,857 Authorized by this Amendment No. 4
Up to $60,000 may be authorized using Task Order as
specified in Amendment No. 4
Maximum Compensation
Amendment No. 4 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
Total
$230,055
$46,593
$189,551
$70,857
$537,056
[TITLE]
Date:
Customer: City of Santa Clara
Attention: Tim Lynch
Services Description:
Scope of Work:
Approach:
Assumptions:
Acceptance Terms:
EXHIBIT E
TASK ORDER FORM
Support Call:
Department:
Not to Exceed Price:
Except as otherwise expressly set forth herein, this SOW is governed by the terms and conditions of Santa Clara and Northstar Master Services Agreement dated August 22, 2017.
Price:
Payment Terms:
Payment milestones to be invoiced as follows:
Termination:
Additional Services:
Amendment No. 4 to AgreemenUN. Harris Computer Corporation Rev. 10/25/2019
Ebix Insurance No. S200002211
AMENDMENT NO. 3
TO THE AGREEMENT FOR PERFORMANCE OF SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
N. HARRIS COMPUTER CORPORATION
PREAMBLE
This amendment ("Amendment No. 3") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and N. Harris Computer Corporation, a Canadian corporation (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties."
RECITALS
A. The Parties previously entered into an agreement entitled "Agreement for the Performance of Services by and between the City of Santa Clara, California, and Northstar Utilities Solutions", dated December 7, 2017 (Agreement) for the purpose of having Contractor provide professional services and software related to the Northstar Customer Information System; and
B. The Agreement was amended by Amendment No. 1, dated December 1, 2020, and Amendment No. 2, dated December 16, 2020. The agreement as amended by all previous amendments are collectively referred to herein as the "Agreement as Amended"; and
C. The Parties now wish to amend the Agreement as Amended to extend the term to December 31, 2025.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. Section 5 of the Agreement as Amended, entitled "Term of Agreement", is amended to read as follows:
"Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on the Effective Date of this Agreement and terminate on December 31, 2025."
2. Except as set forth herein, all other terms and conditions of the Agreement as Amended shall remain in full force and effect. In case of a conflict in the terms of Amendment No. 3 to AgreemenVN. Harris Computer Corporation Rev. 10/25/2019
the Agreement as Amended and this Amendment No. 3, the provisions of this Amendment No. 3 shall control.
The Parties acknowledge and accept the terms and conditions of this Amendment No. 3 as evidenced by the following signatures of their duly authorized representatives.
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Approved as to Form:
D a n ·1 e I Ba 11 ·1 n Digitally signed by Daniel Ballin . Date: 2023.12.1916:27:30-08'00'
GLEN R. GOOGINS
City Attorney
"CITY"
City Manager
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-221 O
Fax: (408) 241-6771
N. HARRIS COMPUTER CORPORATION
a Canadian corporation
Dated: 12/12/23
By (Signature): ~ hMJt,
Name : drr0fation
Title: Vice President, Sales & Marketing
Principal Place of
Business Address: 1 Antares Dr., Nepean, ON, K2E 8C4 Canada Email Address: [email protected]
Telephone: (714) 335-9700
Fax: __,_ _,._ ________ _ ______ _
"CONTRACTOR "
Amendm ent No. 3 to AgreemenUN. Harris Computer Corporation Rev. 10/25/ 2019
Ebix Insurance No. S200002211
AMENDMENT NO. 2
TO THE AGREEMENT FOR PERFORMANCE OF SERVICES
BETWEEN THE
CITY OF SANT A CLARA, CALIFORNIA,
AND
N. HARRIS COMPUTER CORPORATION
PREAMBLE
This agreement ("Amendment No. 2") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and N. Harris Computer Corporation, a Canadian corporation (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. The Parties previously entered into an agreement entitled "Agreement for the Performance of Services by and between the City of Santa Clara, California, and NorthStar Utilities Solutions", dated December 7, 2017 (Agreement); and B. The Agreement was previously amended by Amendment No. 1, dated December 1, 2020, and is again amended by this Amendment No. 2. The Agreement and all previous amendments are collectively referred to herein as the "Agreement as Amended"; and
C. The Parties entered into the Agreement as Amended for the purpose of having Contractor provide professional services and software related to the Northstar Customer Information System, and the Parties now wish to amend the Agreement as Amended to increase compensation by One Hundred Eighty-Nine Thousand Five Hundred Fifty-One Dollars ($189,551) for a revised not-to-exceed amount of Four Hundred Sixty-Six Thousand One Hundred Ninety-Nine Dollars ($466,199) for additional work related to the Smart Energy Water integration.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. Exhibit A of the Agreement, entitled "Scope of Services", is hereby amended to read as shown in First Revised Exhibit A to add services designated as "Statement of Work: Smart Energy Water Integration," attached and incorporated into this Amendment No. 2.
2. Exhibit B of the Agreement, entitled "Schedule of Fees", is hereby amended to read as shown in First Revised Exhibit B.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
3. Except as set forth herein, all other terms and conditions of the Agreement as Amended shall remain in full force and effect. In case of a conflict in the terms of the Agreement as Amended and this Amendment No. 2, the provisions of this Amendment No. 2 shall control.
The Parties acknowledge and accept the terms and conditions of this Amendment No. 2 as evidenced by the following signatures of their duly authorized representatives.
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Dated: \ 1.. I 11.1 l10w
JU~u~ bef?EANNA~ A
City Manag
1500 Warburton A venue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
"CITY"
N. HARRIS COMPUTER CORPORATION
a Canadian corporation
Dated: - ~'--'--+I I _-'l-'LJ~ ~c...=...10 ~~6 ____ _
By (Signature): _ 2:S~~-~===::,.._--=-4~ ::'.!:::::-=====:;~ ------ Name: _S_e_a_ S~y~k_e_s ___________ _
Title: _V_i_ce_ P_re_s_id_e_n__,_t, _S_a_le_s_&_M_a_rk_e_tin_,g.._ _ _ _ _ Principal Place of
Business Address: 1 Antares Dr., Nepean, ON, K2E 8C4 Canada Email Address: [email protected]
Telephone: (613) 226-5511
Fax:
"CONTRACTOR"
Amendment No. 2 to Agreement/N . Harris Computer Corporation Rev. 10/25/2019
FIRST REVISED EXHIBIT A
SCOPE OF SERVICES
The Services to be performed for the City by the Contractor under this Agreement are more fully described in the Contractor's proposal entitled:
1. "Statement of Work, City of Santa Clara, Northstar Version 6.4 Upgrade" dated August 17, 2017, version 2.1;
2. "Statement of Work, City of Sant Clara, Core Automation Suite Subscription" dated August 17, 2017, version 2.1; and
3. "Statement of Work: City of Santa Clara, Smart Energy Water Integration" dated July 13, 2020, version 1.5, attached and incorporated into this Amendment No. 2.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
NORTHISTAR™
UTILITIES SOLUTIONS
STATEMENT OF WORK:
SMART ENERGY WATER INTEGRATION
CITY OF SANTA CLARA, CA
SOW VALID UNTIL: December 30, 2020
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
July 13, 2020
Version 1.5
Revision Control
Document Title: City of Santa Clara - Smart Energy Water Integration SOW Author: NorthStar Professional Services
Version Date Author Details / Comments
Version 1.0 2020-07-13 Pav Sekhon Initial version of the document.
Version 1.1 2020-08-11 Pav Sekhon REST API only SOW, removed flat files.
Version 1.2 2020-10-06 Pav Sekhon Inputted revisions from Santa Clara Version 1.3 2020-10-15 Pav Sekhon Updated to 3 weeks of UAT & removed incorrect services maintenance
Version 1.4 2020-10-28 Pav Sekhon Revised payment milestones & added language around data refreshes.
Version 1.5 2020-11-02 Pav Sekhon Revised license payment milestone Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
TABLE OF CONTENTS
1 Introduction ............................................................................................................................... 7
1.1 Objective ................................. ....................................... ........................................... .................... 7 2 Service Description .................................................................................................................... . 8
2.1 Areas within Scope ............................. ................................................ ........................................... 8
2.2 Areas Out of Scope .................................... ................. ................................................................. 13 · 3 Estimated Timeline ................................................................................................................... 14 4 Change Management Process ................................................................................................... 15 5 Fees & Payment Schedule ......................................................................................................... 16
5.1 Fees ............................................... ..................................... ......................................................... 16
5.2 Payment Schedule ................................. ...................................................................................... 16
5.3 Travel and Living Expenses ................................. .................................. .................................... ... 17 6 Termination ............................................................................................................................. 17 7 Project Assumptions ................................................................................................................. 17 8 Document Acceptance and Signoff ............................................................................................ 20 Amendment No. 2 to Agreement/N . Harris Computer Corporation Rev. 10/25/2019
1 INTRODUCTION
The City of Santa Clara, hereafter referred to as "Santa Clara", requires an integration between the NorthStar CIS and the Smart Energy Water (SEW) customer portal. NorthStar has performed a discovery of the NorthStar requirements to integrate with SEW. The results of this discovery are documented within the NorthStar SEW Discovery Report.
The purpose of this document is to provide information on the level of effort associated with the design, development and implementation of the NorthStar SEW integration.
1.1 Objective
This Statement of Work (SOW) defines the work to be performed by NorthStar, an unincorporated division ofN. Harris Computer Corporation, for the NorthStar SEW integration implementation. This SOW includes a high-level timeline, fees, and other terms and conditions specific to the services requested by Santa Clara. Any additional requests for services that are not defined within this SOW will result in change orders with applicable fees.
Changes to this document shall be made through a change management process as described later in this SOW.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
2 SERVICE DESCRIPTION
2.1 Areas within Scope
2.1.1 Implementation Scope
All implementation activities to be pe1formed remotely, unless otherwise requested.
The scope of this statement of work is to integrate the CIS with Santa Clara's Smart Energy Water customer po1ial.
The integration will include:
• A data migration process to support cutover from CustomerConnect 2 to SEW, including customer/account, user, and payment information from NorthStar CIS. • Support of SEW during their integration development with N01ihStar REST APL • Removing data from Northstar
• Decommissioning CustomerConnect
2.1.2 Implementation Approach
A NorthStar Project Manager (PM) will be the primary point of contact for Santa Clara on the N01ihStar SEW Integration implementation. The PM has the overall accountability to successfully deliver the services required for a successful implementation within agreed upon timeframe and budget. The project team will directly repo1i to the PM and the PM will have the authority and supp01i to manage the project team in the best interest of the project. The PM is also accountable for the following high-level project activities:
• Interface with Santa Clara assigned PM.
• Conduct regular internal project meetings to ensure that all aspects of the project are understood by the team and that progress and risks are properly rep01ied. • Conduct regular project meetings with Santa Clara.
• Review of project status, schedule, risks (i.e. rate of support hour consumption), resources with the City as well as any other issues that may affect the success the project. • Regular project schedule updates as required.
2.1.3 Design & Development
2.1.3.1 Data Migration Process
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
• NorthStar will develop a process to migrate customer data from Santa Clara's current customer portal, NotihStar CustomerConnect 2, to SEW to populate the SEW system with an initial set of account, customer, and payment information. Four files will be provided:
o Customer Data Migration File from NorthStar CIS
o User Migration File from Customer Connect
o Autopay Migration File from NotihStar CIS
o Payment Method Migration File from NorthStar
These files will be generated from the NorthStar CIS and uploaded to Santa Clara's FTP site for processing. The two payment detail files will be encrypted before being upload to SEW's server.
• NotihStar will perform the initial data migration for validation purposes. • NotihStar will provide user documentation to allow Santa Clara to run the data migration process on an as needed basis once the initial migration is complete.
2.1.3.2 Real-Time REST APl's
The NotihStar REST API will be the vehicle by which SEW will perform the majority of interactions with the NorthStar CIS. The following APis will be utilized for this integration:
• Query and update Account information
• Query and update Customer information
• Que1y Meter information
• Query Account Billing information
• Que1y Account Payment information
• Posting Payment information for an Account
• Query and create Service Order information for an Account The full documentation of the No1ihStar REST API will be provided in a companion document.
Collaborate with SEW and Santa Clara to define the networking infrastructure necessary for the integration to be implemented.
2.1.3.3 Removing data from Northstar
• Removal of Banking and Credit Card details from NotihStar CIS.
2.1.3.4 Decommissioning CustomerConnect
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
• Stop all CustomerConnect services
• Remove all CustomerConnect code, including log files
2.1.4 NmihStar Consulting Services
• NorthStar will configure the NorthStar server to run under HTTPS using a self-signed SSL certificate. Santa Clara will secure a certificate issued by a trusted authority if it chooses.
• NmthStar will provide Santa Clara with up to 80 hours of consulting services to assist SEW with integration to the NmthStar CIS, including the documentation detailed above.
If additional effo1t is required to assist Santa Clara and SEW with the integration design and development, Santa Clara will be notified and asked for approval in advance of NorthStar completing the incremental work.
2.1.5 Deployment
• NorthStar will deploy these migration scripts to Santa Clara's NorthStar TEST or DEV environment for data validation and acceptance testing.
2.1.6 SEW Testing and Validation
• NorthStar will provide Santa Clara with documentation on the initial execution of the data migration scripts. N01ihStar will provide Santa Clara with documentation on the initial execution of the data migration scripts. No1thStar shall be involved through to production to ensure the migration scripts work and are fully documented. • Staiting with the first week through the end of Go Live activities, Contractor shall submit a document as paii of the regularly scheduled touchpoints, showing status of outstanding issues, regardless of severity, including the action log with steps to resolution and a targeted completion date for all P 1 issues.
• Santa Clara will have six (6) weeks to complete the initial round of data validation and solution validation testing while No1ihStar remediates all priority 1 issues. After the initial round of validation testing, Santa Clara will provide sign off. North Star will perform a code freeze and Santa Clara will then have three (3) weeks of final User Acceptance Testing (UAT) prior to scheduling Go LIVE.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
• If a project delay is encountered due to external factors outside ofN01thStar's control, and testing needs to extend beyond the initial six (6) week window for UAT and subsequent three (3) week window for final remediation testing NorthStar and Santa Clara will analyze the results of this external factor on the project timeline to determine if there is a need for a change request to reflect a substantial change to the project plan, budget, or timeline.
2.1. 7 Data Refreshes
• No1thStar will perform 2 data refreshes of the NorthStar TEST or DEV instance throughout the integration project. The initial data refresh will be performed prior to the start of data migration validation. The second data refresh will be performed upon receipt of Solution Validation Testing sign off in preparation for final User Acceptance Testing.
Any requests for additional data refreshes will be considered at an additional cost/schedule impact to the project. Any requests for additional data refreshes will be considered at an additional cost/schedule impact to the project. NorthStar to ensure none of the configuration is overwritten in error. All configuration will be updated to reflect test/dev on each refresh
• Should Santa Clara choose to perform additional refreshes without No1thStar's assistance, they will need to coordinate the refresh with NorthStar to ensure none of the configuration work is overwritten in error. If a refresh occurs without NorthStar's prior knowledge and set ups need to be restored a change order will be issued for the additional effo1t to do so.
2.1.8 NorthStar Go LIVE Preparation
• Upon Santa Clara Acceptance sign off, N01thStar shall supp01t SEW and Santa Clara to migrate their production data to the SEW environment.
2.1.9 N01thStar Post LIVE Supp01t
• Provide dedicated remote suppo1t twenty (20) business days Post LIVE before transitioning Santa Clara back to NorthStar Support Services.
2.1.10 Santa Clara Responsibilities
Following are the key responsibilities of Santa Clara under this agreement:
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
1. Ensuring N01thStar has direct, dedicated remote technical connection capabilities with administration access to any server that the NorthStar applications reside on for the duration of the implementation project.
2. Conducting User Acceptance testing.
3. Leading Go LIVE activities:
a. Creating a web page announcing that the web portal is unavailable during the final Go LIVE data migration and disabling the page once the migration activity is complete.
No payments will be posted during the maintenance window. b. Performing a second data migration of customer data from CustomerConnect 2 to SEW to update the SEW system with a current set of account, customer, and payment information.
c. Disabling the page once the migration activity is complete. No payments will be posted during the maintenance window.
4. Santa Clara shall be responsible for providing the FTP server to be the repository of the files passed between the NorthStar CIS and SEW portal.
2.1.11 Project Completion Criteria
The Project is deemed completed once the NorthStar SEW integration has been deployed to the live environment for twenty (20) business days and that any Priority 1 items raised during that period have been resolved. NorthStar has the exclusive right to classify call types according the definitions below.
In the event that the parties are not aligned on the issue priority designation related to P 1 vs P2 issues, an escalation between NorthStar's PM and Santa Clara's PM will be scheduled before the end of the following business day.
Call Ty e Definition
Priority 1 - Urgent or High Priority
• S ystem Down (Software Application, Hardware , Operating System, Databa se) • Impacts Critic al Business Function without a workaround • Performance issues of severe nature impacting critical processes.
Priority 2 - Medium Priority
• System error s that have workarounds
• Impact to business fw1ction is not critical:
• P erformance issues not impacting critical processes
• Usability issues
• Workst ation com1ectivity issues (Workstation specific) Priority 3 - Low Priority
• Minimal or no impact to critical business function
• Report formattin g issues
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
• Training questions, how to, or implementing new processes • Aesthetic issues
• I ssues with workaround s for large majority of account s • Recommendation s for enhancement s on system changes
• Questions on documentation
2.2 Areas Out of Scope
Anything in this section and not listed in the above "Area s within Scope" is considered out of scope for this SOW. Specific items that are currently out of scope of this project include:
• Adding any new APis that have not been identified in the SEW Integration Discov ery.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
Page13of21
3 ESTIMATED TIMELINE
The estimated duration of this project is approximately 5 months upon commencement of project work. Project start dates are assigned at the earliest available period upon receipt of fully executed contracts . The possibility and feasibility of a reduced duration will be evaluated during the Customer Preparation phase as it will depend on availability of resources and involvement of Santa Clara and SEW. Adherence to the project plan and timeline is critical.
Northstar will prepare a formal project plan and timeline. Santa Clara will review, provide comments on, and provide Northstar with approval of the project plan and time line.
Timeline Phase Activities
• Project Kick Off
• NorthStar Integration Design
• NorthStar Data Migration Script Development
• Initial Data Reji·esh of non-production instance
• NorthStar Data Migration Script Development & Deployment • Data Migration Validation Testing
• SEW Development Support
• SEW Development Support
• Second Data Reji·esh of non-production instance
• User Acceptance Testing
User Acceptance Testing
Go LIVE Preparation
• Go LIVE Data Migration
• Post Go LIVE Support
• Post Go LIVE Support
There are a number of factors to be considered that will have an associated un-planned increase in effort and will therefore impact the project schedule. These factors are typically not determined until project kick-off and will be a key input into the final Go LIVE date and may result in additional cost. Northstar will notify Santa Clara of any increase in effort and will provide Santa Clara with a Change Order according to section 4 Change Management Process.
These factors include:
■ Project Resourcing:
I
• In the event that Santa Clara staff is unable to be dedicated to the agreed upon project plan, resulting in an extension of the timeline, Northstar will evaluate the need for a Change Order for additional Project Management and dedicated support services to extend the project timeframe.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
4 CHANGE MANAGEMENT PROCESS
NorthStar will maintain the SOW with formal documentation denoting agreed upon changes.
Santa Clara and NorthStar may propose changes to this SOW addressing services falling outside the scope of services described in this SOW ("Change"). The Change Order form must be used for all change requests. N01ihStar shall have no obligation to commence work in connection with any change until the fee and schedule impact of the change is agreed upon in a written Change Order form signed by the designated representatives from both pmiies.
Upon identifying the need for a change, NorthStar shall submit the change on our standard Change Order form describing the change, including the impact of the change on the schedule, fees and expenses.
Within 5 consecutive business days of receipt of the change order form, Customer shall either indicate acceptance or rejection of the proposed change by signing the Change Order form or any other period of time mutually agreed to by the parties. IfN01ihStar is advised not to perform the change, then NorthStar shall proceed only with the original services. In the absence of Customer acceptance or rejection of the Change Order, NorthStar will not perform the proposed change.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
5 FEES & PAYMENT SCHEDULE
5.1 Fees
NorthStar shall perform the services set fo1th herein on a firm fixed cost basis as set fo1th in this SOW.
NorthStar SEW Integration Implementation
Licenses Maintenance*
REST API Enterprise License for SEW $67,410 $16,900 Integration Professional Services
- Project Management
- Design & Development
- Installation & Configuration $97,020 -- Acceptance Testing Support - Go LIVE Cut Over
- Post LIVE Support
Technology, Communication, $8,221 -Administration
Project Total $172,651 $16,900
*Maintenance is in addition to annual reoccurring fees. 5 .2 Payment Schedule
Any mutually agreed upon change controls will be billed at $220/hour when incurred. An additional amount equal of 5% of the total fees billed has been included in the fee charged to cover technology, communication and administrative costs. Price excludes any applicable taxes.
The NorthStar fees for the scope of services described in this Statement of Work, including the 5% technology, communication and administrative fee, is $172,651 USD based on fixed price plus any travel and logistics (T &L) which may be required.
Licenses
1. 100% upon provision to the City
Services
2. 40% on delivery of data migration scripts within Santa Clara's non-production environment (referenced in 2.1.3 .1)
3. 40% on delivery of data files (referenced in 2.1.3.1)
4. 15% on Go LIVE of data migration to production environment (referenced in 2.1.8)
5. 5% on Implementation Project Acceptance (referenced in 2.1.8) Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
* Maintenance:
• 100% is due 30 days after software installation to non-production environment.
NorthStar wW prorate the maintenance based on Santa Clara's maintenance renewal term.
Invoices are payable upon receipt.
Quote is valid for 60 days from date of delivery. After 60 days the quote will be considered expired and would need to be reassessed and re-quoted if still required.
5.3 Travel and Living Expenses
The above mentioned fees do not include any travel and per diem expenses incurred for on-site visits required for this project.
Any travel time will be billed at $75/hour. Santa Clara shall also pay or reimburse travel expenses plus a per diem reasonably incurred in furtherance ofN01ihStar duties hereunder. 6 TERMINATION
Termination of this SOW is pursuant to the Agreement between the parties entered into on or about 12/07/2017.
Under no circumstances shall N01ihStar be liable for any special, indirect, consequential, punitive or incidental damages of any kind and shall not be liable for loss of profits, works stoppage, system failure or malfunction, loss of data or any other damages or losses in connection with this statement of work, even ifNorthStar has been advised of the possibility of such damages. In any event, Northstar shall not be liable to pay any amount, in the aggregate, that is greater than the fees received by North Star under this statement of work. 7 PROJECT ASSUMPTIONS
The services, fees and delivery schedule for this project are based upon the following assumptions:
• Any items not explicitly identified within this document are considered out of scope. Any changes to those responsibilities and/or deliverables will be considered a change in scope for the project. Any proposed change to the project scope must be put into written format and be submitted to NorthStar during this project for review and consideration.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
• This project currently has, and will continue to have, the support of senior Santa Clara management and will be assigned sufficient priority with respect to other projects to ensure its success.
• Santa Clara will assign a project lead to act as an internal resource and guide throughout this project.
• Santa Clara will secure the appropriate staff in a timely fashion in order to discuss or review the various materials produced when required. It is expected that the individuals involved will have experience in Santa Clara's day-to-day operations and will work closely with the NorthStar Consultants to resolve issues as required. The main purpose of this interaction is to provide a quick and consistent response to procedural issues. • Santa Clara will provide access and support from the IT group and any other stakeholder, as deemed necessary by NorthStar throughout this project. • Santa Clara agrees to facilitate any required corporate logistics for the fulfillment of this agreement.
• Santa Clara will provide the appropriate remote access to its network, facilities, and systems as may be required to perform activities from one ofNorthStar's locations.
NorthStar shall abide by all rules and directions of Santa Clara when accessing the Santa Clara's network, facilities or systems.
• N01thStar will require local administrator rights or root access to the N01thStar servers throughout the integration project.
• Santa Clara will provide a training room complete with workstations for their staff for any required NorthStar onsite activity. This is to allow the NorthStar Consultant and Santa Clara Team members to focus on the implementation activity without any external interruptions.
• All documentation provided by Santa Clara shall be up-to-date and accurate or if that is not the case, advise NorthStar as such.
• All hardware, software, and network components supplied by Santa Clara are working properly and are free of defects and will meet minimum hardware standards provided during the project.
• Ensure all third-party software and hardware products are performing correctly in Santa Clara's environment, in accordance with the appropriate third-party vendor's specifications.
• To minimize project costs, majority of project work will be performed at one of the NorthStar's locations except for project activities where face-to-face is deemed more effective.
• Price does not include Santa Clara approved travel and living expenses that may be required as part of the delivery of the project. (i.e. air fare, car rental, gas, per diem and hotel) NorthStar will work with Santa Clara to identify most cost-effective accommodations for Santa Clara's onsite activities that are mutually agreed upon. • Price for this proposal is based upon Santa Clara obtaining all hardware and associated operating/database systems.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
• The number and complexity of the custom modifications included in Santa Clara's current system must be fully assessed before the project schedule can be finalized as this will affect the effort in the User Acceptance Testing phase. This assessment will take place during the Implementation Preparation phase of the project. • Ensure Santa Clara data provided is complete and clean. It is Santa Clara's responsibility to clean data if deemed required due to the identification of inaccurate entries. • All data refreshes will be performed during regular business hours, 8:00 a.m.-5:00 p.m.
EST.
• Santa Clara is responsible for preparing the underlying IT infrastructure (hardware installation, operating system, and network connectivity) and supplying the required servers based on the minimum server specifications. This must be in-place per agreed upon project plan.
• Santa Clara is responsible to provide the Testing and Production environment.
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
8 DOCUMENT ACCEPTANCE AND SJGNOFF
Please sign and return this to Pav Sekhon at PSekhon@harriscomputer .com.
Accepted on this day by:
City of Santa Clara, CA NorthStar Utilities Solutions
By:
Name: ___________ _ Name: Sean Sykes
Title : Title : Vice President, Sales & Marketing
Date: Date: 11/24/2020
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
FIRST REVISED EXHIBIT B
FEE SCHEDULE
1. MAXIMUM COMPENSATION
Contractor shall bill at the rates and upon the schedules set forth in the three "Statement of Work" documents attached to Exhibit A, and such payment are expressly subject to section 34 of the Agreement, entitled "Retention." In no event shall the amount billed to City by Contractor for services under this Agreement exceed Four Hundred Sixty-Six Thousand One Hundred Ninety-Nine Dollars (466,199), subject to budget appropriations.
Statement of Work
Statement of Work, City of Santa Clara, Northstar Version 6.4 Upgrade" dated August 17, 2017, version 2.1
"Statement of Work, City of Sant Clara, Core Automation Suite Subscription" dated August 17, 2017, version 2.1.
Statement of Work for Smart Energy Water Integration" dated July 13, 2020 version 1.5.
Maximum Compensation
Amendment No. 2 to Agreement/N. Harris Computer Corporation Rev. 10/25/2019
Total
$230,055
$46,593
$189,551
$466,199
Ebix Insurance No. S200002211
AMENDMENT NO. 1
TO THE AGREEMENT FOR SERVICES
BETWEEN THE
CITY OF SANTA CLARA, CALIFORNIA,
AND
N. HARRIS COMPUTER CORPORATION
PREAMBLE
This agreement ("Amendment No. 1") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and N. Harris Computer Corporation, a Canadian corporation (Contractor). City and Contractor may be referred to individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. The Parties previously entered into an agreement entitled "Agreement for the Performance of Services by and between the City of Santa Clara, California, and Northstar Utilities Solutions", dated December 7, 2017 (Agreement); and B. The Parties entered into the Agreement for the purpose of having Contractor provide professional services and software related to the Northstar Customer Information System, and the Parties now wish to amend the Agreement to assign the agreement to N. Harris Computer Corporation and extend the term of the agreement through December 31, 2023.
NOW, THEREFORE, the Parties agree as follows:
AMENDMENT TERMS AND CONDITIONS
1. All references to "Northstar Utilities Solution" in this Agreement shall be replaced with "N. Harris Computer Corporation." All rights and obligations of the City and of the Contractor under this Agreement are unaffected by this assignment.
2. Section 5 of the Agreement, entitled "Term of Agreement" is amended to read as follows:
Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on the Effective Date of this Agreement and terminate on December 31, 2023.
3. Except as set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. In case of a conflict in the terms of the Agreement and this Amendment No. 1, the provisions of this Amendment No. 1 shall control.
Amendment No. 1 to AgreemenUN. Harris Computer Corporation Rev. 10/25/2019
The Parties acknowledge and accept the terms and conditions of this Amendment No. 1 as evidenced by the following signatures of their duly authorized representatives . ~ f IAN DOYLE
~· C~ Attorney
CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
ef DEANN . SANTANA
City Manager
"CITY"
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone : (408) 615-2210
Fax: (408) 241-6771
N. HARRIS COMPUTER CORPORATION
a Canadian corporation
Dated: November 16, 2020
By (Signature): ~ ..,.,[--
Name: Sean Sykes
Title: Vice President, Sales & Marketing
Principal Place of
Business Address: 1 Antares Drive, Nepean, ON K2E 8C4 Canada Email Address: [email protected]
Telephone: ( 613) 240-8668
Fax: __.___,__ _ _ _________ ___ _
"CONTRACTOR"
Amendment No. 1 to AgreemenUN . Harris Computer Corporation Rev. 10/25/2019
EBIX Insurance No. 52.00002211
AGREEMENT FOR THE PERFORMANCE OF
SERVICES BY AND BETWEEN THE CITY OF
SANTA CLARA, CALIFORNIA, AND NORTHSTAR
UTILITIES SOLUTIONS
PREAMBLE
This agreement for the performance of services ("Agreement") is by and between NorthStar Utilites Solutions, an Ontario Corporation with its principal place of Business located at 1 Antares Dr., Suite 400, Ottawa, Ontario K2E 8C4 ("Contractor"), and the City of Santa Clara, California, a chartered
California municipal corporation with its primary business address at 1500 Warburton A venue , Santa Clara, California 95050 ("City"). City and Contractor may be referred to individually as a "Party " or collectively as the "Parties" or the "Parties to this Agreement."
RECITALS
A. City desires to secure professional services more fully described in this Agreement, at Exhibit A, entitled "Scope of Services"; and B. Contractor has the professional qualifications, expertise , necessary licenses and desire to provide certain goods and/or required services of the quality and type which meet objectives and requirements of City; and,
C. The Parties have specified herein the terms and conditions under which such services will be provided and paid for.
The Parties agree as follows:
AGREEMENT PROVISIONS
1. EMPLOYMENT OF CONTRACTOR.
City hereby employs Contractor to perform services set forth in this Agreement. To accomplish that, City may assign a Project Manager to personally direct the Services to be provided by Contractor and will notify Contractor in writing of City's choice. City shall pay for all such materials and services provided which are consistent with the terms of this Agreement.
2. SERVICES TO BE PROVIDED.
Except as specified in this Agreement , Contractor shall furnish all technical and professional services , including labor, material, equipment , transportation, supervision and expertise ( collectively referred to as "Services") to satisfactorily complete the work NORTHISTAR'"
UTILITI ES S0LUTr0 NS
1 required by City at his/her own risk and expense. Services to be provided to City are more fully described in Exhibit A entitled "SCOPE OF SERVICES." All of the exhibits referenced in this Agreement are attached and are incorporated by this reference. If any terms in Exhibits, or attachments to Exhibits, contradict terms of this Agreement, then the terms of this Agreement shall be controlling.
3. COMMENCEMENT AND COMPLETION OF SERVICES.
A. Contractor shall begin providing the services under the requirements of this Agreement upon receipt of written Notice to Proceed from City.
Such notice shall be deemed to have occurred three (3) calendar days after it has been deposited in the regular United States mail. Contractor shall complete the Services within the time limits set forth in the Scope of Services or as mutually determined in writing by the Parties.
B. When City determines that Contractor has satisfactorily completed the Services, City shall give Contractor written Notice of Final Acceptance. Upon receipt of such notice, Contractor shall not incur any further costs under this Agreement. Contractor may request this determination of completion be made when, in its opinion, the Services have been satisfactorily completed. If so requested by the contractor, City shall make this determination within fourteen (14) days of its receipt of such request.
4. QUALIFICATIONS OF CONTRACTOR- STANDARD OF
WORKMANSHIP.
Contractor shall perform such services and duties in conformance to and consistent with the professional standards of a specialist in the same discipline in the State of California.
The plans, designs, specifications, estimates, calculations, reports and other documents furnished under Exhibit A shall be of a quality acceptable to City. The criteria for acceptance of the work provided under this Agreement shall be a product of neat appearance, well organized, that is technically and grammatically correct, checked and having the maker and checker identified. The minimum standard of appearance, organization and content of the drawings shall be that used by City for similar projects.
5. TERM OF AGREEMENT.
Unless otherwise set forth in this Agreement or unless this paragraph is subsequently modified by a written amendment to this Agreement, the term of this Agreement shall begin on the Effective Date of this Agreement and terminate three years from that date.
6. MONITORING OF SERVICES.
City may monitor the Services performed under this Agreement to determine whether Contractor's operation conforms to City policy and to the terms of this Agreement. City NORTHISTAR"'
UTlL!TlES SOLUTIONS
2 may also monitor the Services to be performed to determine whether all operations are conducted in accord with applicable City, county, state, and federal requirements.
Contractor's conformance with applicable City policies and City, county, state and federal requirements is a material term of this Agreement.
7. WARRANTY.
Contractor warrants that the Services will be performed in a professional and diligent manner by personnel who are competent in performing their individual tasks.
Contractor makes no representation or warranty, and City so acknowledges, regarding the merchantability of the Services, or their fitness for a particular purpose.
8. BUSINESS TAX LICENSE REQUIRED.
Contractor must comply with Santa Clara City Code section 3.40.060, as that section may be amended from time to time or renumbered, which requires that any person who transacts or carries on any business in the City of Santa Clara pay business license tax to the City. A business tax certificate may be obtained by completing the Business Tax Affidavit Form and paying the applicable fee at the Santa Clara City Hall Municipal Services Division.
9. RESPONSIBILITY OF CONTRACTOR.
Contractor shall be responsible for the professional quality, technical accuracy and coordination of the Services furnished by it under this Agreement. Neither City's review, acceptance, nor payments for any of the Services required under this Agreement shall be construed to operate as a waiver of any rights under this Agreement or of any cause of action arising out of the performance of this Agreement.
Any acceptance by City of plans, specifications, construction contract documents, reports, diagrams, maps and other material prepared by Contractor shall not in any respect absolve Contractor from the responsibility Contractor has in accordance with customary standards of good professional practice in compliance with applicable federal, state, county, and/or municipal laws, ordinances, regulations, rules and orders.
10. COMPENSATION AND PAYMENT.
In consideration for Contractor's complete performance of Services, City shall pay Contractor for all materials provided and services rendered by Contractor as outlined in Exhibit B, entitled "SCHEDULE OF FEES."
Contractor will bill City on a monthly basis for Services provided by Contractor during the preceding month, subject to verification by City. City will pay Contractor within thirty (30) days of City's receipt of invoice.
NORTHISTAR'"
UTILITIES SOLUTIONS
3 11. TERMINATION OF AGREEMENT.
Either Party may terminate this Agreement without cause by giving the other Party written notice ("Notice of Termination") which clearly expresses that Party's intent to terminate the Agreement. Notice of Termination shall become effective no less than ninety (90) calendar days after a Party receives such notice. After either Party terminates the Agreement, Contractor shall discontinue further services as of the effective date of termination, and City shall pay Contractor for all Services satisfactorily performed up to such date.
If Contractor should neglect to perform the Services properly or otherwise fail to comply with any term of this Agreement, the City must notify Contractor in writing of such default (a "Default Notice"). Upon receipt of a Default Notice, Contractor must either correct the default at no additional cost to the City, or issue a written notice of its own disputing the alleged default, in either case within thirty (30) days immediately following receipt of a Default Notice. If Contractor fails to correct the default, or issue a notice disputing the alleged default, in either case within ninety (90) days following receipt of the Default Notice, the City may terminate the whole of this Agreement or the part of this Agreement relating to the provision of Services and in such case will be responsible for payment to Contractor of only that part of the fee earned by Contractor for those Services performed up to the time of communication of such notice of termination to Contractor that is not disputed by City.
If the City should fail to comply with its obligations under this Agreement, Contractor must notify the City in writing of such default (a "Default Notice"). Upon receipt of a Default Notice, the City must correct the default at no additional cost to Contractor, or issue a written notice of its own disputing the alleged default, in either case within thirty (30) days immediately following receipt of a Default Notice. If the City fails to correct the default, or issue a notice disputing the alleged default, in either case within ninety (90) days following receipt of the Default Notice, Contractor may terminate the whole of this Agreement and in such case the City will be responsible for payment to Contractor of only that part of the fee earned by Contractor for that part of the Services performed in accordance with this Agreement up to the time of communication of such notice of termination to the City that is not disputed by City.
12. NO ASSIGNMENT OR SUBCONTRACTING OF AGREEMENT.
Contractor shall not hire subcontractors without express written permission from City.
Contractor shall be as fully responsible to the City for acts and omissions of its subcontractors, and persons directly or indirectly employed by its subcontractors, as it is for persons directly or indirectly employed by Contractor.
Neither party may assign any of its rights or duties under this Agreement without the prior written consent of the other party, such consent not to be unreasonably withheld, except that either party may assign to a successor entity in the event of its dissolution, acquisition, sale of substantially all of its assets, merger or other change in legal status.
NORTHISTAR'"
UT!LITlES SOLUTIONS
4 The Agreement shall inure to the benefit of and be binding upon the parties to this Agreement and their respective successors and permitted assigns.
13. NO THIRD PARTY BENEFICIARY.
This Agreement shall not be construed to be an agreement for the benefit of any third party or parties and no third party or parties shall have any claim or right of action under this Agreement for any cause whatsoever.
14. INDEPENDENT CONTRACTOR.
Contractor and all person(s) employed by or contracted with Contractor to furnish labor and/or materials under this Agreement are independent contractors and do not act as agent(s) or employee(s) of City. Contractor has full rights, however, to manage its employees in their performance of Services under this Agreement. Contractor is not authorized to bind City to any contracts or other obligations.
15. NO PLEDGING OF CITY'S CREDIT.
Under no circumstances shall Contractor have the authority or power to pledge the credit of City or incur any obligation in the name of City. Contractor shall save and hold harmless the City, its City Council, its officers, employees, boards and commissions for expenses arising out of any unauthorized pledges of City's credit by Contractor under this Agreement.
16. CONFIDENTIALITY OF MATERIAL.
All ideas, memoranda, specifications, plans, manufacturing procedures, data, drawings, descriptions, documents, discussions or other information developed or received by or for Contractor and all other written information submitted to Contractor in connection with the performance of this Agreement shall be held confidential by Contractor and shall not, without the prior written consent of City, be used for any purposes other than the performance of the Services nor be disclosed to an entity not connected with performance of the Services. Nothing furnished to Contractor which is otherwise known to Contractor or becomes generally known to the related industry shall be deemed confidential.
17. USE OF CITY NAME OR EMBLEM.
Contractor shall not use City's name, insignia, or emblem, or distribute any information related to services under this Agreement in any magazine, trade paper, newspaper or other medium without express written consent of City.
18. OWNERSHIP OF MATERIAL.
(a) The parties agree that no materials or documents are being created for the City by Contractor under this Agreement. All materials and documents which NORTHISTAR"'
UTIUTIES SOLUTIONS
5 were developed or prepared by Contractor for general use and which are not the copyright of any other party or publicly available, including educational materials, shall continue to be the property of Contractor. (b) Where the City requests custom materials or documents, the parties shall enter into a separate written agreement which shall include a duly executed statement of work and such other provisions as are typically found in an agreement of that nature, including without limitation, provisions regarding the ownership of such customer materials or documents.
19. RIGHT OF CITY TO INSPECT RECORDS OF CONTRACTOR.
City, through its authorized employees, representatives or agents shall have the right the term of this Agreement and for three (3) years from the date of final payment for goods or services provided under this Agreement, to audit the books and records of Contractor for the purpose of verifying any and all charges made by Contractor in connection with Contractor compensation under this Agreement, including termination of Contractor. Contractor agrees to maintain sufficient books and records in accordance with generally accepted accounting principles to establish the correctness of all charges submitted to City. Any expenses not so recorded shall be disallowed by City.
Contractor shall submit to City any and all reports concerning its performance under this Agreement that may be requested by City in writing. Contractor agrees to assist City in meeting City's reporting requirements to the State and other agencies with respect to Contractor's Services hereunder.
20. FORCE MAJEURE
Neither party shall be liable for delay or failure in performance resulting from acts beyond the control of such party including, but not limited to, acts of God, acts of war or of the public enemy, riots, fire, flood, or other natural disaster, acts of government ( other than City), strike, walkout, communication line or power failure, failure in operability or destruction of the City's computer (unless by reason of the negligence of a party to this Agreement), or failure or inoperability of any software other than software provided by Contractor (unless by reason of the negligence of a party to this Agreement). Any applicable delivery schedule shall be extended by a period of time equal to the time lost because of any such delay.
21. FAIR EMPLOYMENT.
Contractor shall not discriminate against any employee or applicant for employment because of race, color, creed, national origin, gender, sexual orientation, age, disability, religion, ethnic background, or marital status, in violation of state or federal law.
22. HOLD HARMLESS/INDEMNIFICATION/LIMITATION OF LIABILITY. a. Contractor shall indemnify, defend and hold harmless CITY, its officers, officials, NORTHISTAR'"
UT!LfTIES SOLUTIONS
6 employees and agents, from and against any and all third-party losses, liabilities, damages, costs, assessments, expenses (including, without limitation, interest, penalties, fines, expert fees and reasonable attorneys' fees), incurred in connection with any and all third-party causes of action, claims, demands, actions, suits, proceedings, settlements and judgments ( collectively, "Claims") which CITY may incur or suffer or be put to by reason of or in connection with or arising directly or indirectly from any breach, violation or non-performance by Contractor of any obligation contained in this Agreement to be observed by Contractor, or any negligent acts or omissions of Contractor, or any wrongful act or willful misconduct of CONTRACTOR, its officers, employees, agents or subcontractors which relates to this Agreement, however arising. This indemnity is only effective where (i) CITY has provided prompt notice of the claim, action or demand to Contractor; (ii) CITY has not made any admissions of liability or settlement offers either prior to or after providing notice to Contractor of the applicable claim except with Contractor's prior written consent, except to the extent required by applicable law, (iii) Contractor has sole control of the defense of any claim or proceeding and all negotiations for its compromise or settlement; (iv) CITY provides reasonable assistance to Contractor, at Contractor's expense throughout the action or proceeding, and (v) CITY may, at CITY's sole cost and expense, retain counsel of its own choosing who shall be permitted to attend settlement conferences and hearings or other court appearances and hearings ( except where the court has specifically ordered otherwise) related to the proceeding.
b. The City and Contractor recognize that circumstances may arise entitling the City to damages for breach or other fault on the part of Contractor arising from this Agreement. The parties agree that in all such circumstances the City's remedies and Contractor's liabilities will be limited as set forth below and that these provisions will survive notwithstanding the termination or other discharge of the obligations of the parties under this Agreement.
1. EXCEPT FOR DAMAGES ARISING OUT OF (a) EITHER
PARTY'S BREACH OF ITS CONFIDENTIALITY
OBLIGATIONS, (b) CONTRACTOR'S INTENTIONAL
MISREPRESENTATION, GROSS NEGLIGENCE OR
WILLFUL MISCONDUCT, (c) INJURY OR DEATH TO
PERSONS OR (d) DAMAGE TO TANGIBLE OR REAL
PROPERTY, BOTH PARTIES AGREE THAT
CONTRACTOR'S ENTIRE LIABILITY (UNDER CONTRACT
OR IN TORT INCLUDING FUNDAMENTAL BREACH,
NEGLIGENCE, STRICT LIABILITY OR OTHERWISE), IF
ANY, FOR ANY DAMAGES RELATING TO THIS
AGREEMENT SHALL NOT EXCEED THREE HUNDRED
NORTHISTAR'"
UTILITIES SOLUTIONS
7 AND FIFTY THOUSAND DOLLARS $350,000.00.
ii. IN ADDITION TO THE FOREGOING, EXCEPT FOR
DAMAGES ARISING OUT OF (a) INJURY OR DEATH TO
PERSONS OR (b) DAMAGE TO TANGIBLE OR REAL
PROPERTY, NEITHER PARTY SHALL BE LIABLE FOR
ANY CONSEQUENTIAL, INCIDENTAL, INDIRECT,
EXEMPLARY, PUNITIVE, OR SPECIAL DAMAGES, LOST
REVENUE, LOSS OF DATA OR LOSS OF PROFITS, EVEN
IF SUCH OTHER PARTY HAS BEEN ADVISED OF THE
LIKELIHOOD OF THE OCCURRENCE OF SUCH LOSS OR
DAMAGES AND NOTWITHSTANDING ANY FAILURE OF
ESSENTIAL PURPOSE OF ANY LIMITED REMEDY.
111. CLAUSES (i) AND (ii) SHALL APPLY IN RESPECT OF ANY
CLAIM, DEMAND OR ACTION BY A PARTY
IRRESPECTIVE OF THE NATURE OF THE CAUSE OF
ACTION UNDERLYING SUCH CLAIM, DEMAND OR
ACTION, INCLUDING, BUT NOT LIMITED TO, BREACH
OF CONTRACT, RESCISSION OF CONTRACT, OR TORT.
23. INSURANCE REQUIREMENTS.
During the term of this Agreement, and/or any time period set forth in Exhibit C, Contractor shall provide and maintain in full force and effect, at no cost to City insurance policies with respect to employees and vehicles assigned to the Performance of Services under this Agreement with coverage amounts, required endorsements, certificates of insurance, and coverage verifications as defined in Exhibit C.
24. AMENDMENTS.
This Agreement maybe amended only with the written consent of both Parties.
25. INTEGRATED DOCUMENT.
This Agreement represents the entire agreement between City and Contractor. No other understanding, agreements, conversations, or otherwise, with any representative of City prior to execution of this Agreement shall affect or modify any of the terms or obligations of this Agreement. Any verbal agreement shall be considered unofficial information and is not binding upon City.
26. SEVERABILITY CLAUSE.
In case any one or more of the provisions in this Agreement shall, for any reason, be held invalid, illegal or unenforceable in any respect, it shall not affect the validity of the other provisions, which shall remain in full force and effect.
NORTHISTAR"'
UT!LJTJES SOLUTIONS
8 27. WAIVER.
Contractor agrees that waiver by City of any one or more of the conditions of performance under this Agreement shall not be construed as waiver(s) of any other condition of performance under this Agreement.
28. NOTICES.
All notices to the Parties shall, unless otherwise requested in writing, be sent to City addressed as follows:
City of Santa Clara
Attention: Finance Department
1500 Warburton A venue
Santa Clara, California 95050
or by facsimile at ( 408) 243-8687
And to Contractor addressed as follows:
Name: Northstar Utilities Solutions
Address: 1 Antares Dr., Suite 400., Ottawa, ON K2E 8C4
or by facsimile at 613-226-3377
If notice is sent via facsimile, a hard copy of the material shall also be mailed. The workday the facsimile was sent shall control the date notice was deemed given if there is a facsimile machine generated document on the date of transmission. A facsimile transmitted after 1 :00 p.m. on a Friday shall be deemed to have been transmitted on the following Monday.
29. CAPTIONS.
The captions of the various sections, paragraphs and subparagraphs of this Agreement are for convenience only and shall not be considered or referred to in resolving questions of interpretation.
30. LAW GOVERNING CONTRACT AND VENUE.
This Agreement shall be governed and construed in accordance with the statutes and laws of the State of California. The venue of any suit filed by either Party shall be vested in the state courts of the County of Santa Clara, or if appropriate, in the United States District Court, Northern District of California, San Jose, California.
31. DISPUTE RESOLUTION.
A. Unless otherwise mutually agreed to by the Parties, any controversies between Contractor and City regarding the construction or application of this Agreement, and claims arising out of this Agreement or its breach, shall be submitted to mediation within thirty (30) days of the written request of one Party after the service of that request on the other NORTHISTAR'"
UTfLfTIES SOLUTIONS
9 Party.
B. The Parties may agree on one mediator. If they cannot agree on one mediator, the Party demanding mediation shall request the Superior Court of Santa Clara County to appoint a mediator. The mediation meeting shall not exceed one day (eight (8) hours). The Parties may agree to extend the time allowed for mediation under this Agreement.
C. The costs of mediation shall be borne by the Parties equally.
D. For any contract dispute, mediation under this section is a condition precedent to filing an action in any court. In the event of mediation which arises out of any dispute related to this Agreement, the Parties shall each pay their respective attorney's fees, expert witness costs and cost of suit through mediation only. If mediation does not resolve the dispute, the Parties agree that the matter shall be litigated in a court of law, and not subject to the arbitration provisions of the Public Contracts Code.
32. COMPLIANCE WITH ETHICAL STANDARDS.
Contractor shall:
A. Read Exhibit D, entitled "ETHICAL ST AND ARDS FOR
CONTRACTORS SEEKING TO ENTER INTO AN AGREEMENT
WITH THE CITY OF SANT A CLARA, CALIFORNIA"; and,
B. Execute Exhibit E, entitled "AFFIDAVIT OF COMPLIANCE WITH ETHICAL STANDARDS."
33. AFFORDABLE CARE ACT OBLIGATIONS
To the extent Contractor is obligated to provide health insurance coverage to its employees pursuant to the Affordable Care Act ("Act") and/or any other similar federal or state law, Contractor warrants that it is meeting its obligations under the Act and will fully indemnify and hold harmless City for any penalties, fines, adverse rulings, or tax payments associated with Contractor's responsibilities under the Act.
34. RETENTION.
As set forth in Exhibit B, City will pay Contractor on its invoice(s) an amount equal to 90 percent (90%) of the amount otherwise due to Contractor, and City shall withhold the remaining 10 percent (10%) as retention. When City determines that Contractor has satisfactorily completed the Services, City shall give Contractor written Notice of Final Acceptance; within thirty (30) days after issuance of said Notice of Final Acceptance, City shall release to Contractor the amounts held in retention. In the event of a good faith dispute between City and Contractor as to satisfactory completion of the Services, City 10 NORTHISTAR""
UTJL!TIES SOLUTIONS
shall continue to hold the retained funds in a segregated account until such time as the dispute is resolved, whether by means of formalized settlement or adjudication. Funds held in retention may be used to offset monies otherwise due to City by Contractor.
35. CONFLICT OF INTERESTS.
This Agreement does not prevent either Party from entering into similar agreements with other parties. To prevent a conflict of interest, Contractor certifies that to the best of its knowledge, no City officer, employee or authorized representative has any financial interest in the business of Contractor and that no person associated with Contractor has any interest, direct or indirect, which could conflict with the faithful performance of this Agreement. Contractor is familiar with the provisions of California Government Code Section 87100 and following, and certifies that it does not know of any facts which would violate these code provisions. Contractor will advise City if a conflict arises.
36. PROGRESS SCHEDULE.
The Progress Schedule will be as set forth in the attached Exhibit F, entitled "MILESTONE SCHEDULE" if applicable.
This Agreement may be executed in counterparts, each of which shall be deemed to be an original, but both of which shall constitute one and the same instrument; and, the Parties agree that signatures on this Agreement, including those transmitted by facsimile, shall be sufficient to bind the Parties.
The Parties acknowledge and accept the terms and conditions of this Agreement as evidenced by the following signatures of their duly authorized representatives. The Effective Date is the date that the final signatory executes the Agreement. It is the intent of the Parties that this Agreement shall become operative on the Effective Date.
NORTHISTAR'"
UTIL!TJES SOLUTIONS
11 CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
APPROVED AS TO FORM: Dated: \ 1 I ·1/ '1---
01 ~ t/4RIAN DOYLE
Interim City Attorney
l~
/DEANNAJ. SANTANA .
City Manager
~ "CITY"
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
NORTHSTAR UTILITIES SOLUTIONS
ration
rf 2,21 2dl7
ignature of Person executing the Agreement on behalf of Contractor)
Name: Steve Morris
Title: VP, Sales and Marketing
Local Address: 1 Antares Dr., Suite 400, Ottawa, ON K2E 6C4 Email Address: [email protected]
Telephone: 613-226-5511 extension2157
"CONTRACTOR"
NORTHISTAR'"
UTILITI ES SOLUTIONS
12 AGREEMENT FOR THE PERFORMANCE OF
SERVICES BY AND BETWEEN THE CITY OF
SANTA CLARA, CALIFORNIA, AND NORTHSTAR
UTILITIES SOLUTIONS
EXHIBIT A
SCOPE OF SERVICES
The Services to be performed for the City by the Contractor under this Agreement are more fully described in the Contractor's proposals entitled:
1. "Statement of Work, City of Santa Clara, Northstar Version 6.4 Upgrade" dated August 17, 2017, version 2.1; and
2. "Statement of Work, City of Santa Clara, Core Automation Suite Subscription" dated August 17, 2017, version 2.1.
13 NORTHISTAR'"
UT!LITlES SOLUTIONS
Statement of Work
City of Santa Clara
Northstar Version 6.4 Upgrade
NORTHISTAR"'
lJTILTTIES SOLlJTIONS
NORTH(STAR™
UTILITIES SOLUTIONS
Prepared for:
City of Santa Clara, CA
August 17, 2017
Version 2.1
SOW VALID UNTIL: November 17, 2017
1 Revision Control
Document Title: City of Santa Clara - Harris Northstar - Version 6.4 Upgrade SOW Author: Northstar Professional Services
File Reference: City Santa Clara - Harris Northstar - Version 6.4 Upgrade SOW.Docx 2016-08-17
2016-11-11 ML Whitehead
2017-01-24 ML Whitehead
2017-04-06 ML Whitehead
2017-05-02 ML Whitehead
2017-05-06 KV Cressman
2017-06-13 KV Cressman
2017-06-19 ML Whitehead
2017-06-28 KV Cressman
2017-08-08 L Faulkner
2017-08-17 L. Faulkner
NORTHISTAR'"
UTILITIES SOLUTIONS
Addition of purge services, Utilization
Review & Core Automation Suite
Condense project timeline & increase onsite
Consulting time.
Removing MDM upgrade effort, adjusting AP
subscription terms & effort, reducing onsite time
& upgrade effort.
Revisions as per Santa Clara feedback
Revisions as per review with Santa Clara
Incorporate definition of success from City of Santa
Clara
Incorporate SC's comments regarding scope,
milestones and update technical items
Updates as per June 16th SOW review with SC Team
Updates from Santa Clara and inclusion of Santa Clara
's & C's
Inclusion of Santa Clara's Terms and Conditions
Change of Format. City Exhibit A and NS Sow moved
per Santa Clara's instruction. Milestone page
removed. Version# and dates updated.
2 1 NORTHSTAR INTRODUCTION
The City of Santa Clara, here after referred to as "Santa Clara", requires an upgrade of their billing system from Northstar version 6.3.1 to Northstar version 6.4. Northstar 6.3.1 and Northstar 6.4 share the same core business logic and leverage the years of investment both Santa Clara and Northstar have made in your current CIS/billing system.
The purpose of this document is to provide information on the features and value of Northstar 6.4, along with the level of effort associated with the upgrade, for those customers upgrading from Northstar 6.3.1.
1.1 Objective
This Statement of Work {SOW) defines the work to be performed by Northstar, an unincorporated division of N. Harris Computer Corporation, for Santa Clara CIS Northstar 6.3.1 to Northstar 6.4 upgrade, and concurrently upgrading CustomerConnect to Maintenance Release 5.1 in addition to implementing the Northstar Core Automation Suite.
This SOW includes a high level timeline, fees, and other terms and conditions specific to the services requested by Santa Clara. Any additional requests for services that are not defined within this SOW will result in change orders with applicable fees.
3 NORTHISTAR"'
UTILITIES SOLUTIONS
2 SERVICE DESCRIPTION
2.1 Project Approach
A Northstar Project Manager (PM) will be the primary point of contact for Santa Clara on the Northstar project. The PM has the overall accountability to successfully deliver the services required for a successful implementation within agreed upon timeframe and budget. The project team will directly report to the PM and the PM will have the authority and support to manage the Northstar project team in the best interest of the project. The PM is also accountable for the following high-level project activities:
• Interface with Santa Clara assigned PM.
• Conduct regular internal project meetings to ensure that all aspects of the project are understood by the team and that progress and risks are properly reported. • Conduct regular project meetings with Santa Clara.
• Review of project status, schedule, risks, resources as well as any other issues that may affect the success the project.
The Northstar Implementation Methodology that will be leveraged for this engagement consists of 2 main areas: Project Management and Upgrade Management where each has associated (where applicable):
• Processes/ Checklists/ Matrices that define how to operate; • Deliverables that are formal outputs that require City of Santa Clara sign-off; • Work Products that are outputs produced as part of the work required to achieve the desired engagement goals; and
• Tools/ Assets that are leveraged to produce defined outputs.
The Project Management area defines how Engagements are managed. It includes:
• Communication/Status Management aimed at establishing internal and external communications as well as monitoring and communicating engagement status and effort spent; • Escalation Matrix:
Level 1:
Northstar Project Manager TBD
Level 2:
Vice President, Professional Services Brad Robeson [email protected] 888 847 7747 ext. 2171
Level 3:
Executive Vice President, Northstar
Patrick Shaughnessy
[email protected] 888 847 7747 ext. 2151 NORTHISTAR™
UTILITIES SOLUTIONS
4 • Relationship Management aimed at measuring the pulse of Customers and partners; • Work Management aimed at capturing and monitoring effort, cost and work to be performed; • Scope Management aimed at defining and controlling project scope; • Risk Management aimed at planning, mitigating, tracking and monitoring risks; • Deliverable/ Acceptance Management aimed at ensuring that expected deliverables are delivered and accepted; and
• Financial/Contract Management aimed at monitoring project financial health.
Northstar proposes two (2) site visits by the Northstar Project Manager throughout the Northstar 6.4 upgrade/ Automation Platform Core Suites implementation project. The first site visit will be at Project Kick Off. The second site visit will be at Go LIVE Rehearsal. 5 NORTHISTAR"'
UT!UTIES SOLUTIONS
3 AREAS WITHIN SCOPE
3.1 Utilization Review
The objective of the Utilization Review is to assess the City's current business processes, custom modifications and interfaces developed for the City, and identify areas where process change, reporting, automation, new add-ons or integrations could be implemented to maximize both software and resource utilization. This session will involve power users and/or managers working through the identified processes and documenting opportunities for improvement.
During a 5 day onsite review the Northstar Business Consultant will work with Subject Matter Experts (SME) from each functional area reviewing current resourcing, responsibilities and business processes. Each will be documented and discussed in detail to allow for further evaluation and efficiency improvement recommendation. Efficiency recommendations may come in the form of process improvement, automation, configuration, report development, integration or application development or task reallocation between functional areas.
3.1.1 Utilization Review Documentation
The Northstar Business Consultant will document discussions held during the 5 day onsite session. Upon completion of the onsite the Business Consultant will prepare a Utilization Review document detailing recommended process improvements and potential automation opportunities. Recommendations are fully documented under each functional area, and an Executive Summary is provided which serves to identify the items which will have the greatest value for the City. Results and recommendations of the Utilization Review will be provided to the City in a timely manner as mutually agreed upon during the Utilization Review. Harris will not unreasonably delay providing those results.
3.1.2 Utilization Review Follow Up
Upon delivery of the Utilization Review document the Northstar Business Consultant will conduct a follow up discussion to review the document and recommended changes with the City. The Consultant will assist in determining what changes the City will implement and discuss all timelines around such implementation.
Northstar will provide estimates for any associated implementation services such as; additional training, additional automation programming, modification and integration development, report development and configuration assistance.
Recommended business process changes will not be implemented as part of this statement of work. If Santa Clara chooses to move forward with implementing any of the recommendations, a change order will be issued to assess the increase in effort, scope, duration, schedule impact, and pricing, as applicable.
3.2 Data Purging
6 NORTHISTAR'"
UTILITIES SOLUTIONS
Santa Clara will proceed with purging data on their Northstar 6.3.1 SQL database in preparation for their upgrade to Northstar 6.4.
3.2.1 Purge Process
• Install the standard purge scripts Northstar has developed for SQL Server. • Run the purge scripts against the Northstar TEST instance Provide Santa Clara with pre and post purge reports for validation purposes.
• Provide testing support during Customer validation of data purge. • Upon Customer approval run the purge scripts against Northstar production. • Create User documentation to allow Santa Clara to execute the purge process on an as needed basis.
3.2.2 User Acceptance Testing
• Upon completion of the initial purge processes in Northstar TEST, Santa Clara will have 30 business days for acceptance testing, during which time issues reported within the 30 days will be resolved at no charge provided they are part of the original scope of work. At that time the purge processes will be executed in the production environment on agreement from Santa Clara. Northstar will not unreasonably delay testing. Northstar and the City will review any time lost and mutually agree to a resolution. If the testing period extends past 30 business days, there will be an additional charge to execute the purge scripts in production unless a prior arrangement or extension has been agreed upon.
3.2.3 Engagement Completion Criteria
• The purge implementation is deemed completed and accepted if the following criteria is met:
o The purge processes are completed within the production environment upon Santa Clara's approval.
o 30 business days have elapsed from completion of the purge process in Santa Clara's LIVE environment.
o There are no mutually agreed upon outstanding critical issues. o 9.2 See Appendix B for details (Page 29)
3.3 Northstar 6.4 Upgrade
• All upgrade activities to be performed remotely, unless otherwise requested.
The scope of this statement of work is to upgrade Santa Clara's CIS Northstar 6.3.1 to Northstar 6.4.
Current integration/interfaces points that will be ported to the Northstar 6.4 environment are:
• Itron Meter Reading System
• PeopleSoft FHRMS Financial System
• lnfosend Bill Print
7 NO RTHISTAR'"
UT!UTIES SOLUTIONS
• Shoretel ECC Customer Contact Center
• Siemens MOMS
• Bank of America - Home Banking
• Northstar eCARe Web Portal
• Northstar Executive Information System
• Northstar mCARe Paperless
• Bank Up Remittance Processing
• My Utilities Account or Harris Northstar Customer Connect suite. • Northstar Reports Anywhere
• Metaviewer
• Meter Exchange
• PAP (BOA)
• ACC
• Cybersource
• Net Metering & Net Metering Phase 2 including credit control. • Cybersecurity updates
• Summary Billing (if in place).
Hardware:
Epson 6000 Ill & IV printers.
PCI Compliance:
Screen Audit and Form Audit screens within Northstar 6.4 do not, at any point, store or display sensitive data; ex: credit card numbers in clear text as it did in version 6.3.1.
CustomerConnect MR 5.1 Update:
Santa Clara's CustomerConnect will be updated to CC MRS.1 as part of the Northstar 6.4 upgrade project.
Testing of the maintenance release will be incorporated into the upgrade test plan and Go LIVE cut over activities. See Appendix B below for list of Santa Clara enhancements ported to MRS.1.
3.3.1 Northstar 6.4 Upgrade & CustomerConnect MRS.1 Update Preparation o Perform a review of Santa Clara's custom modifications and integration to ensure all applicable code has been merged into Northstar 6.4.
o Work with Santa Clara to develop a site-specific test scripts for User and System Acceptance testing. o Upon completion of the Northstar 6.4 installation and CustomerConnect update perform internal validation testing on the new instance to ensure it is ready for training and testing. Northstar be 8 NORTHISTAR"'
UTIUTIES SOLUTIONS
testing core functionality. Santa Clara-specific processes will be tested as part of the System and User Acceptance testing phases.
3.3.2 Northstar 6.4 Installation & Add Ons Migration
o Prior to creating the Northstar 6.4 TEST environment Northstar will provide a detailed installation checklist; configuration changes, tasks needed to be done, processes to be run, patches to be applied, etc.
o Install Northstar 6.4 application and database on new TEST server(s). o Upgrade Northstar database from 6.3.1 to 6.4 (will be on new 2012 DB server) o Migrate, eCARe, mCARe, Meter Exchange, EIS and Reports Anywhere to TEST new server(s) and redirect to the Northstar 6.4 TEST instance.
o Install Northstar Navs and configure access to the Northstar Add Ons TEST servers where applicable.
o Update CustomerConnect TEST to MRS.1 and point to Northstar 6.4 TEST o Deploy Core Suite workflow templates to Santa Clara's Northstar TEST environment. o Provide a detailed checklist of all steps to deployment. o Review the AP Workflow Implementation Checklist with the Santa Clara Team. o Santa Clara will have two weeks to review and revise the Implementation Checklist as required. o Configure each automated process based on Santa Clara's Implementation Checklist.
3.3.3 Northstar Payeezy Integration
• Northstar will develop an integration with Bank of America Payeezy software that will allow all credit card encrypted numbers to be tokenized. This will then be used in the Northstar PAP File Create process which will result in the file being created with no credit card numbers in clear text • Northstar will obtain tokens from Payeezy to map to existing pre-authorized accounts within the Northstar database.
NORTHISTAR'"
UTIUTIES SOLUTIONS
9 • Northstar will utilize the Payeezy API to automatically obtain tokens through new pre-authorized registration from within Northstar or CustomerConnect.
• Northstar will modify the PAP File Create process to create the file with tokens instead of credit card numbers.
• Process documentation to be provided as a project deliverable.
3.3.4 Northstar 6.4 Training Provided
Northstar Product Orientation Session:
The Product Orientation session is held, via Web Ex sessions, with the Core user group as the first stage of the setup portion of the upgrade implementation project. The objective of the orientation session is to introduce the users that have been working on the Northstar 6.3.1 software to the new version of the product, Northstar 6.4. There will be time spent on initiation to the navigation of the application, as well as reviewing the business processes specific to the City.
End User Training:
Santa Clara is using a train the trainer approach for the Northstar 6.4 upgrade. As such, Santa Clara's Subject Matter Experts are expected to provide any End User training on the product as required.
3.3.5 Northstar 6.4 & CustomerConnect System Acceptance Testing {SAT) o Northstar will work with Santa Clara to develop a site-specific upgrade test script for System Acceptance testing. Upon completion of testing Santa Clara will submit a signed copy of the SAT script confirming all areas of Northstar 6.4 and CustomerConnect MRS.1 have been successfully reviewed as a prerequisite for Northstar to schedule the User Acceptance testing activities. o The following criteria will be used to evaluate whether the upgrade has been successful.
1. A check of row counts and balances will be done for example a count of rows in each table in the source and target can be compared considering any expected differences. Certain reports can be run in each environment to help ensure all records have been migrated.
2. Basic testing of the environment performed by the City's SM E's to check all major functionality
a. Can we see expected data in the screens of each module b. Run major programs/ reports in each module
3. Check customizations are in place
4. Check all interfaces/integrations
5. Review all key values
NORTHISTAR™
UTILITIES SOLUTIONS
10 6. The refresh was done according to checklist without any major deviations. o This testing is not intended to be major system testing, but quick verification to make sure all major components are in place.
o Review the findings after the verification and if there are major issues with the refresh - critical components not included in the checklist make the decision to run the refresh again. This should not be counted as an additional refresh. A Northstar Application Consultant will provide one week of onsite assistance during System Acceptance testing. Santa Clara will have four weeks to complete the initial round of System Acceptance Testing. Northstar will have two weeks of remediation for all priority 1 issues. Santa Clara will then have two weeks of remediation testing prior to scheduling User Acceptance testing and End User training activities. Note that any delays caused by Northstar will not be included in the 6 week SAT testing window.
o There should be no outstanding critical issues, as mutually agreed upon, upon complete of SAT. o For Automation Platform provide System Acceptance testing support up to a maximum of 14 hours.
If Santa Clara needs to extend the testing efforts, Northstar will provide a change order for the extended testing services. Note that any delays caused by Northstar will not be included in the UA T testing window . .i..
o Workflows will be provided for testing in an iterative manner, as configuration is completed. Santa Clara will have 2 business days, per workflow, to complete testing. o Once all SAT has been completed Northstar will have 10 days to execute any configuration changes required.
o If a project delay is encountered due to external factors outside of NorthStar's control, and System Acceptance Testing needs to extend beyond the initial four week and subsequent two week windows for SAT remediation testing Northstar and Santa Clara will analyze the results of this external factor on the project timeline to determine if there is a need for a change request to reflect a substantial change to the project plan, budget, or timeline.
3.3. 6 Northstar 6.4 & CustomerConnect User Acceptance Testing (UAT) o Northstar will work with Santa Clara to develop a site-specific upgrade test script for User Acceptance testing. Upon completion of testing Santa Clara will submit a signed copy of the UAT script confirming all areas of Northstar 6.4 and CustomerConnect MRS.1 have been successfully reviewed as a prerequisite for scheduling Go Live activities. 11 NORTHISTAR'"
UTIUTIES SOLUTIONS
o A Northstar Application Consultant will provide 1 week of onsite assistance during User Acceptance testing Santa Clara will have four weeks to complete the initial round of User Acceptance Testing.
Northstar will have two weeks of remediation for all priority 1 issues. Santa Clara will then have two weeks of remediation testing prior to scheduling End User Training and Go LIVE. Note that any delays caused by Northstar will not be included in the 6 week UA T testing window. o Upon completion of User Acceptance testing of all applicable workflows Northstar will redeploy all workflows to Northstar To Be Live environment.
o For Automation Platform, provide a detailed checklist of all steps to deployment. o Upon completion of User Acceptance testing of all applicable workflows Northstar will redeploy all workflows to Northstar To Be Live environment.
o Export configured rules from Northstar TEST and import to Northstar To Be Live environment. o Perform internal sanity testing on deployment and configuration from Northstar TEST to To Be Live environment.
o Santa Clara will have 2 days, per workflow, to complete User Acceptance testing. o If a project delay is encountered due to external factors outside of NorthStar's control, and User Acceptance Testing needs to extend beyond the initial four week and subsequent two week windows for UAT remediation testing Northstar and Santa Clara will analyze the results of this external factor on the project time line to determine if there is a need for a change request to reflect a substantial change to the project plan, budget, or timeline.
3.3. 7 Northstar 6.4 Data Refreshes
o Northstar will perform four successful data refreshes throughout the 6.4 upgrade and CustomerConnect update project:
o Initial data refresh will be included with the installation of Northstar 6.4 and update of CustomerConnect for SAT.
o Second data refresh will be performed upon completion of SAT, in preparation for UAT. o Third data refresh will be performed as part of the Go LIVE rehearsal and End User training. o Final data refresh will be performed upon Go LIVE cutover. Any requests for additional data refreshes will be considered at an additional cost/schedule impact to the project. o A detailed checklist will be created by Northstar and the City, to include all tasks needed to accomplish the data refresh/database upgrade. This checklist will be monitored for errors and 12 NORTHISTAR"'
UT!UTIES SOLUTIONS
updated by Northstar as required. Criteria will be developed for what is a successful data refresh (i.e. no errors when accessing the system, all components work successfully, all customizations in place.
3.3.8 Northstar 6.4 Go LIVE Rehearsal
o Produce a full checklist of all activities to upgrade Northstar and update CustomerConnect, with dependencies and training.
o Install Northstar 6.4 application on To Be LIVE environment. o Upgrade database from 6.3.1 to 6.4.
o Migrate, eCARe, mCARe, Meter Exchange, EIS and Reports Anywhere to new To Be Live server(s) and redirect to the Northstar 6.4 To Be LIVE instance.
o Refresh CustomerConnect TEST from production and walk through checklist to update to MRS.1. o Provide a detailed checklist of all steps to deployment of AP workflows. o Upon completion of System Acceptance testing deploy Core Suite workflow templates to Santa Clara's Northstar To Be LIVE environment environment.
o Export configured rules from Northstar TEST and import to Northstar To Be LIVE environment. o Perform internal sanity testing on deployment and configuration from Northstar TEST to To Be LIVE instance.
3.3.9 Northstar 6.4 & CustomerConnect Go LIVE Cut Over
o Produce an updated full checklist of all activities with dependencies and expected things o Upgrade Production database from 6.3.1 to 6.4.
o Update CustomerConnect production to MRS.1 and redirect to Northstar 6.4 LIVE.
3.3.10 Northstar 6.4 & CustomerConnect Post LIVE
o Provide dedicated post LIVE support for forty five business days prior to transition back to Northstar Support Services.
13 NORTHISTAR"'
UTIUTlES SOLUTIONS
o Refresh Northstar TEST database from Production.
o Create Northstar 6.4 DEV environment.
o Install Northstar 6.4 application on DEV environment. o Install Northstar Navs and configure access to the Northstar Add Ons DEV servers where applicable.
o Upon creation of 6.4 DEV environment redeploy all workflows from Northstar TEST environment.
o Perform internal sanity testing on deployment and configuration from Northstar TEST to Northstar DEV.
o Migrate, eCARe, mCARe, Meter Exchange, EIS and Reports Anywhere to new DEV server(s) and redirect to the Northstar 6.4 DEV instance.
o Update CustomerConnect DEV to MRS.1 and redirect to Northstar 6.4 DEV.
3.3.11 Santa Clara Responsibilities
Following are the key responsibilities of Santa Clara under this agreement:
1. Manage the project overall.
2. Ensuring Northstar has direct, dedicated remote technical connection capabilities with administration access to any non-production server that the Northstar applications reside on for the duration of the upgrade project.
3. Santa Clara cannot allow access to the working production system during business hours except to view and even then by arrangement. Changes to the production environment will go through change control.
Northstar will abide by the City's change processes.
4. Ensuring that underlying infrastructure for Northstar 6.4 is acquired and installed by the required time per agreed upon project plan (Note: Minimum specifications for servers and workstations should be discussed and agreed upon at commencement of project).
5. Installing server(s) with appropriate network connectivity.
6. Installing operating system and partitioning disk space.
7. Installing database software.
8. Installing Northstar 6.3.1 database for all 4 data refreshes.
9. Creating users at the operating system level.
10. Configuring peripheral devices (printers, scanners, cash drawers, etc.).
11. Installing VPN connection.
12. Configuring back up and maintenance routines for new database.
13. Installing Java 8 on Client workstations.
14 NORTHISTAR"'
UTILITIES SOLUTIONS
14. Testing hardware components and environment.
15. Securing of the communication between Northstar and the Payeezy API; Payeezy and Santa Clara will chose a security methodology conbsistent with their requirements and policies. It is understood that they require security that is in line with TLS 1.2. Northstar will be calling their API and it is the Santa Clara's responsibility to advise Northstar how to connect securely.
16. Conducting upgrade testing, including integration and interface testing.
17. Conducting User Acceptance testing.
18. Conducting with End User Training.
19. Leading Go LIVE activities
3.3.12 Engagement Completion Criteria
Northstar 6.4 Upgrade & Customer Connect Update
The Upgrade Engagement is deemed completed once upgraded application has been deployed to the live environment for forty five business days and that any Priority 1 items raised during that period have been resolved. Northstar has the exclusive right to classify call types according the definitions below.
Priority 1- Urgent or High Priority • System Down {Software Application, Hardware, Operating System, Database)
• Impacts Critical Business Function without a workaround • Performance issues of severe nature impacting critical processes.
Priority 2- Medium Priority • System errors that have workarounds • Impact to business function is not critical:
• Performance issues not impacting critical processes
• Usability issues
• Workstation connectivity issues {Workstation specific) • Minimal or no impact to critical business function
Priority 3 - Low Priority • Report formatting issues
• Training questions, how to, or implementing new processes • Aesthetic issues
• Issues with workarounds for large majority of accounts • Recommendations for enhancements on system changes
• Questions on documentation
3.4 Areas Out of Scope
Anything in this section and not listed in the above "Areas within Scope" is considered out of scope for this SOW. Specific items that are currently out of scope of this engagement include:
• Business Process Review_.1..
15 NORTHISTAR'"
UTIUTIES SOLUTIONS
• Additional User training if required above End-User training. • Post Live Northstar Refresher training if deemed required following Go LIVE. • Migrating automated scheduled tasks - scripts generated by City of Santa Clara • Automation Platform User training on the Northstar workflow editor • Customized rules or workflows
• Rules development of workflow bundles not considered within the Core Automation Suite 16 NORTHISTAR'"
UTILITIES SOLUTIONS
4 ESTIMATED TIMELINE
The estimated duration of this engagement is approximately five months. The assumption is that the Purge project, Utilization Review project, Northstar 6.4 Upgrade project and Core Automation Suite project will kick off simultaneously. In order to accommodate this approach Santa Clara will assign Project Leads for each engagement, and each Lead will have experience in the day-to-day operations and will work closely with the Northstar Consultants to resolve issues as required. Adherence to the project plan and timeline is critical.
Northstar will prepare a formal project plan and time line upon acceptance of this statement of work. Santa Clara will review, provide comments on, and provide Northstar with approval of the project plan and time line.
See Appendix B below for sample Implementation Project Plan.
There are a number of factors to be considered that will have an associated un-planned increase in effort and will therefore impact the project schedule. These factors are typically not determined until project kick-off and will be a key input into the final Go LIVE date and may result in additional cost. Northstar will notify Santa Clara of any increase in effort and will provide Santa Clara with a Change Order according to section 5 Change Management Process. These factors include:
■ Data:
• Data clean-up (if required) by Santa Clara.
• Amount of data - consideration needs to be given to the amount of historical data required and how long it will take to obtain the data.
■ Peripherals:
• An increase or replacement of equipment with the upgrade (i.e. cash drawer). 17 NORTHISTAR'"
UTILITIES S0LUTfONS
5 CHANGE MANAGEMENT PROCESS
Northstar will maintain the SOW with formal documentation denoting agreed upon changes. Santa Clara and Northstar may propose changes to this SOW addressing services falling outside the scope of services described in this SOW ("Change"). The Change Order form must be used for all change requests. Northstar shall have no obligation to commence work in connection with any change until the fee and schedule impact of the change is agreed upon in a written Change Order form signed by the designated representatives from both parties.
Upon identifying the need for a change, Northstar shall submit the change on our standard Change Order form describing the change, including the impact of the change on the schedule, fees and expenses.
Within 5 consecutive business days of receipt of the change order form, Santa Clara shall either indicate acceptance or rejection of the proposed change by signing the Change Order form or any other period of time mutually agreed to by the parties. If Northstar is advised not to perform the change, then Northstar shall proceed only with the original services. In the absence of Santa Clara acceptance or rejection of the Change Order, Northstar will not perform the proposed change.
With respect to any proposed changes to the Services defined by this Agreement that do not materially impact the scope of either party's work effort required under this Agreement, the parties will cooperate in good faith to execute Change Orders in respect thereof, and will not unreasonably withhold approval of such proposed changes. If either party causes or requests a change that, in the reasonable opinion of the other party, materially impacts the scope of the parties' work effort required under this Agreement, such as, but not limited to, changes in the allocation of the resources of the Organization and of Harris applied to a task, changes in completion schedules for individual tasks or for overall implementation, and changes in staffing that require a party to provide additional work hours, the other party may propose a change to cover the additional work effort required of it. Approval of any such proposed changes will not be unreasonably withheld (it being acknowledged that any such material changes may require modifications to the consideration paid, and timelines governing, the Services), and any disputes regarding changes shall be handled initially by discussions between the parties which will be convened in good faith by the parties to resolve any such matters in dispute. Organization shall not be charged for any delays to the project schedule or changes in effort for delays that are attributable solely to the actions or inactions of Northstar. Where delays are caused by both parties, any additional costs shall be shared in proportion to each party's contribution to the cost of those delays. A sample change order is presented in Appendix "C" 18 NORTHISTAR"'
UTIUTIES SOLUTIONS
6 FEES & PAYMENT SCHEDULE
6.1 Fees
Utilization Review, Data Purge, Automation Platform & Upgrade Services Description Estimated Hourly Rate
Effort (Hours\ Total
Project Management 270 $200 $54,000
Utilization Review Session 40 $200 $8,000
Utilization Review Documentation 32 $200 $6,400
Utilization Review Follow Up 8 $200 $1,600
Create Install Purge Scripts 2 $200 $400
Execute Purge Script (TEST) 6 $200 $1,200
Purge Validation Testing Support 7 $200 $1,400
Execute Purge Scripts (production)* 5 $300 $1,500
Upgrade Preparation 24 $200 $4,800
Northstar 6.4 Installation 40 $200
$8,000
Northstar Add Ons Installation 20 $200 $4,000
Payeezy Integration Development 96 $200 $19,200
Payeezy Integration Validation Testing 18 $200 $3,600
Northstar Internal Validation Testing 24 $200 $4,800
Northstar 6.4 Product Orientation Training 12 $200 $2,400 User Acceptance Testing Support {Onsite 140 $200
& Romnto} $28,000
System Acceptance Testing Support (Onsite & 100 $20,000 - ..-1 lc;JOO Go LIVE Rehearsal 40 $200 $8,000
Go LIVE Cut Over* 36 $300 $10,800
Upgrade Post LIVE Support 80 $200 $16,000
AP Core Suite Implementation 75 $200 $15,000
15% Technology, Administration&
Communication Fee $10,955
Project Total 1075 $230,055
19 NORTHISTAR'"
UTIUTIES SOLUTIONS
*As this work must be performed over a weekend an after-hours premium applies to this service
6.2 Payment Schedule
Any mutually agreed upon change controls will be billed at $200/hour when incurred. An additional amount equal of 5% of the total fees billed has been included in the fee charged to cover technology, communication and administrative costs. Price excludes any applicable taxes.
The Northstar fees for the scope of services described in this Statement of Work, including the 5% technology, communication and administrative fee, is $230,055 USD based on fixed price plus any travel and logistics (T&L) which may be required.
Milestones & Payment Schedule
1. Contract signing - 35%, $80,519.25
2. Base solution installed within Santa Clara's non-production environment, 15%, $34,508.25
3. Completion of purge process within production environment, 10%, $23,005.50
4. User Acceptance Testing sign off received, 15%, $34,508.25
5. Northstar 6.4 Go LIVE cut over, 15%, $34,508.25
6. Upgrade Project Acceptance (45 days post go live), 10%, $23,005.50
7. This is expressly subject to section 34 of the Agreement entitled "Retention." Invoices are payable upon receipt.
Quote is valid for 60 days from date of delivery. After 60 days the quote will be considered expired and would need to be reassessed and re-quoted if still required.
6.3 Travel & Living Expenses
The above mentioned fees do not include any travel and per diem expenses incurred for on-site visits required for this engagement. Northstar will adhere to the City's travel policies. All travel to be approved prior to booking. Northstar estimates five site visits during this implementation:
• Project Kick Off with Northstar PM (5 days), as per section 3.1 Project Approach • Utilization Review Session with Application Consultant (5 days), as per section 3.2. Areas Within Scope
• Northstar 6.4 Upgrade User Acceptance Testing with Application Consultant (5 days), as per section
3.2. Areas Within Scope
• Northstar 6.4 System Acceptance Testing with Application Consultant (5 days), as per section 3.2.
Areas Within Scope
• Go LIVE Rehearsal with Northstar PM (5 days), as per section 3.1 Project Approach 20 NORTHISTAR'"
UTILITIES SOLUTIONS
7 TERMINATION
Unless Northstar and/or the City of Santa Clara exercises its right to terminate this SOW due to material breach or default, Northstar must provide, and Santa Clara must purchase, services from Northstar for the items defined within this SOW.
If Santa Clara and/or Northstar exercises its right to terminate this SOW due to material breach or default, or Santa Clara and/or Northstar terminates this SOW without cause, Santa Clara's obligation includes the following:
1. Provide notice of 10 business days for termination without cause;
2. Return the software to Northstar and certify, under the hand of a duly authorized officer of the Organization, that all copies of the software or any part thereof, in any form, within the possession or control of the Organization have been returned to Northstar. (if applicable)
3. Complete payment for services performed and expenses incurred prior to termination including:
a. Any amounts previously invoiced but unpaid;
b. Fees for services performed through the termination date which has not been invoiced; and
c. Any approved travel and living costs.
NorthStar's obligation includes the following:
1. Provide notice of 10 business days for termination without cause;
2. Refund to Santa Clara any fees that have not been earned under this SOW through the termination date.
Under no circumstances shall Northstar be liable for any special, indirect, consequential, punitive or incidental damages of any kind and shall not be liable for loss of profits, works stoppage, system failure or malfunction, loss of data or any other damages or losses in connection with this statement of work, even if Northstar has been advised of the possibility of such damages. In any event, Northstar shall not be liable to pay any amount, in the aggregate, that is greater than the fees received by Northstar under this statement of work.
21 NORTHISTAR"'
UTfLJTlES SOLUTIONS
8 PROJECT ASSUMPTIONS
The services, fees and delivery schedule for this engagement are based upon the following assumptions:
8.1 General Assumptions:
• Any items not explicitly identified within this document are considered out of scope. Any changes to those responsibilities and/or deliverables will be considered a change in scope for the engagement. Any proposed change to the engagement scope must be put into written format and be submitted to Northstar during this engagement for review and consideration. • This engagement currently has, and will continue to have, the support of senior Santa Clara management and will be assigned sufficient priority with respect to other projects to ensure its success.
• Santa Clara will assign a Lead to act as an internal resource and guide throughout this engagement. • Santa Clara will secure the appropriate staff in a timely fashion in order to discuss or review the various materials produced when required. It is expected that the individuals involved will have experience in Santa Clara's day-to-day operations and will work closely with the Northstar Consultants to resolve issues as required. The main purpose of this interaction is to provide a quick and consistent response to procedural issues.
• Santa Clara will provide access and support from the IT group and any other stakeholder, as deemed necessary by Northstar throughout this engagement.
• Santa Clara agrees to facilitate any required corporate logistics for the fulfillment of this agreement. • Santa Clara will provide the appropriate remote access to its network, facilities, and systems as may be required to perform activities from one of NorthStar's locations. Northstar shall abide by all rules and directions of Santa Clara when accessing the Santa Clara's network, facilities or systems. • Santa Clara to ensure the appropriate staff are available to work with the Northstar resources while onsite for the Utilization Review. It is expected that the individuals identified will have experience in the day-to-day operations and will work closely with the Consultants to resolve issues, requests or questions as required.
22 NORTHISTAR"'
UTIUTIES SOLUTIONS
• Northstar will not change staffing without consulting Santa Clara. • Should Santa Clara have concerns with regards to any of the Northstar resources assigned to their engagement they will advise the Northstar VP of Professional Services, who will work with them to mutually resolve staffing concerns
• Santa Clara can request key Northstar resources to be assigned to their engagement and Northstar will take these requests into consideration when resourcing the Santa Clara project. • Santa Clara will provide a training room complete with workstations for their staff for the Northstar onsite activity. This is to allow the Northstar Consultant and Santa Clara Team members to focus on the implementation activity without any external interruptions. • All documentation provided by Santa Clara shall be up-to-date and accurate or if that is not the case, advise Northstar as such.
• All hardware, software, and network components supplied by Santa Clara are working properly and are free of defects and will meet minimum hardware standards provided during the engagement.
• All third-party software and hardware products are assumed to perform correctly in Santa Clara's environment, in accordance with the appropriate third-party vendor's specifications. • To minimize project costs, majority of project work will be performed at one of the NorthStar's locations. Northstar will determine the project activities requiring performance onsite. • Price does not include Santa Clara approved travel and living expenses that may be required as part of the delivery of the engagement. (i.e. air fare, car rental, gas, per diem and hotel) Northstar will work with Santa Clara to identify most cost effective accommodations for Santa Clara's onsite activities that are mutually agreed upon.
• Any new Northstar add-ons currently not within the North Star 6.3.1 environment will be considered at an additional cost and effort.
8.2 Purging Assumptions:
• Northstar 6.3.1 LIVE, TEST & DEV 6.3.1 applications have identical code base and configurations. • The Purge process for the LIVE instance will need to be run over a weekend to ensure there is no impact on in the production environment.
• Santa Clara will not perform any data refreshes of the Northstar TEST system during the Purge validation testing phase. Should a data refresh be required there will be an additional charge for Northstar to execute the purge scripts.
8.3 Northstar 6.4 Upgrade Project Assumptions
• Northstar LIVE, TEST & DEV instances are at the same release level. Northstar MDM will require a code merge of the applicable MDM programs to the Northstar 6.4 base code. ~DM specific work, such as the code merge mentioned above, will be funded by the City's MDM project. The City agrees to pay for the code merge effort as part of their M DM project. MDM activity will not be part of the Northstar 6.4 upgrade project, but will be scoped separately at a later date. 23 NORTHISTAR'"
UTILITIES SOLUTIONS
• Santa Clara data provided will be complete and clean. It is the responsibility of Santa Clara to clean data if deemed required due to the identification of inaccurate entries. However if there are issues in the 6.3.1 software that have allowed invalid data to be entered into system unknowingly to Santa Clara - Northstar will address these issues.
• All data refreshes will be performed during regular business hours, 8:00 a.m.-5:00 p.m. PST, with the exception of Live cut-over which will be performed over a weekend • For the Payeezy integration development Northstar Northstar will have access to a functioning Payeezy API accessible from the Northstar Development environment. • Santa Clara has no special print handling requirements; ex: paper source, special commands, etc.
8.4 Northstar Core Automation Suite Project Assumptions • The Core Automation suite consists of 19 workflows. Northstar will configure up to a maximum of 30 business processes using the core 19, should multiple iterations of a workflow be required. If additional instances of a workflow are requested or required a change order will be provided by Northstar.
• Northstar Core Suite deployment, configuration and testing services will be completed remotely.
Northstar will make sure the version of 6.4 they install is appropriate for this complete SOW. As they are being developed simultaneously.
• Santa Clara resources will be available as required. It is expected that the individuals identified will have experience in the day-to-day operations and will work closely with the technical consultant to resolve implementation issues and answer checklist questions as required. The main purpose for this interaction is to provide a quick and consistent response to issues so that the technical consultant is not required to contact a large number of users. Any delays in the project due to Santa Clara's resource availability will be subject to a CO.
• Santa Clara's staff will perform acceptance testing as per the time lines provided in the project plan. • If a project delay is encountered due to external factors outside of NorthStar's control, Northstar and Santa Clara will analyze the results of this external factor on the project timeline to determine if there is a need for a Change Request to reflect a substantial change to the project plan, budget, or timeline.
24 NORTHISTAR'"
UTILfTlES SOLUTIONS
9 APPENDIX A- NORTHSTAR 6.4-TVPICAL HARDWARE
RECOMMENDATIONS
l~~~i mal Hard war '""e''""'"'"""'''''""""",''""'""'' ,,,,,,,,,,,,,,,,,,,,,,,,, ; e:~i~al' s:~~ware "Northstar CIS 6.4 Application & Database Northstar CIS 6.4 Application & Database Server Server
• Quad Xeon Processor (required) • Windows 2012 64 Bit
• 2 x Quad Xeon Processor • Wildfly
(recommended) • Java 8.0
• 64GB Memory • SQL Server 2012
• 1000GB 15K (minimum)
• 1000GB 15K SSD or SSHD
(recommended)
' Northstar CIS Production Extension Server Northstar CIS Production Extension Server (Reports Anywhere, eDocs) • Windows 2012 Standard 64 bit • Dual Xeon Processor
• 16GB Memory
• 2 X 72GB 15K SAS Drives
,,
Northstar CIS Production Extension Server •
(CustomerConnect)
• Dual Xeon Processor
• 32GB Memory
• 500GB 15K SAS Drives
Northstar CIS 6.4 Client Computer Northstar CIS 6.4 Client Computer • Quad Core CPU (Intel Core2, AMO • Windows 10 (32 or 64) Phenom ... ) • Windows 7 (32 or 64)
• 40GB hard drive (orhigher) • JRE 6.0 or latest
• 4GB Memory (minimum) • Microsoft Office 365 or Pro Plus • 8GB Memory (recommended)
• Minimal resolution: 1360 x 786
NORTHISTAR™
UTILlTlES SOLUTIONS
25 10 APPENDIX 8 - SANTA CLARA CUSTOMERCONNECT MODIFICATIONS Issue Type Key Summary
Enhancement CCS-2241 Add HSTS support
Enhancement CCS-2205 Create an audit trail of all emails sent out of CustomerConnect
Enhancement CCS-2186 Generate temporary passwords so Admin/Csr's can assist customers in resetting passwords
Enhancement CCS-2184 Replace 'X' as logoff
Enhancement CCS-2183 Credit card expiration should not be a calendar Enhancement CCS-2181 Pre-populate customer info in one-time payment Enhancement CCS-2144 Provide a viewable audit trail for one-time payments
Enhancement CCS-2095 Move in registration form note should be confiqurable
Enhancement CCS-2091 Ability to mask account number and occupant code and not print user ID in emails
Enhancement CCS-2015 Convert all text to uppercase when transferring to CIS
Enhancement CCS-2013 Information Viewable when Transferring Service Orders
Enhancement CCS-2009 Text on Create service order page should be configurable
Enhancement CCS-1962 Customer portal links customizable Enhancement CCS-1951 Registered Move in: should be able to create a move in that does not generate a move out
Enhancement CCS-1945 Hide bank name label
Enhancement CCS-1941 Refine the look of the external move-in questionnaire form
Enhancement CCS-1940 Have the ability to change the link label for 'Click Me'
Enhancement CCS-1936 Search by email address in Search Service Orders in CustomerConnect returns no result
Enhancement CCS-1884 Payments made through Cybersource do not send email receipt
Enhancement CCS-1872 Add a custom note to explain the selected service order
Enhancement CCS-1871 Provide support for iPad and other mobile devices.
Enhancement CCS-1870 Notification alerts amount does not include a sum total from all services
Enhancement CCS-1868 Print from print analyzer
Enhancement CCS-1866 Allow for 'Payment Plan' tab name to be configurable
26 NORTHISTAR™
UTIUTIES SOLUTIONS
Enhancement CCS-1857 Review and adjust Login form to enhance usability Enhancement CCS-1856 Auto-tab when entering the phone number, in between sets of numbers
Enhancement CCS-1854 No reading history should show N/A instead of blank
Enhancement CCS-1853 When Northstar is not available, CustomerConnect should display a message
Enhancement CCS-1852 Filter by Date Range Calendar month drop down Enhancement CCS-1851 Payment plan disclaimer should be different after signup
Enhancement CCS-1849 Allow past due notices to also be displayed as one for all services
Enhancement CCS-1838 CC - Need ability to disable CC footer (since we already have a marketinq footer
Enhancement CCS-1805 Various Issues on the bill pay screen Enhancement CCS-1804 Pay My Bill Screen Issues
Enhancement CCS-1780 Various items for bill pay screen
Enhancement CCS-1757 creating a service order - have a mouseover text over the '+' sign as an indication to create service
order
Enhancement CCS-1622 CustomerConnect should pull Stat holidays from Holidays when choosing a service date
Enhancement CCS-1612 Make legacy user registration message confiqurable
Enhancement CCS-1534 Need to provide integration to Cybersource for credit card processinq
27 NORTHISTAR™
UTIUTIES SOLUTIONS
11 APPENDIX C- PURGE FOR SQL SERVER
Objective
The purpose of this document is to outline the steps for using the purge process developed for Northstar SQL Server environments.
The purge process has been grouped into like lists of tables. Billing history, for example groups the balance history, cashiering history and journal history tables. When running the purge users can select as many or as few groups as they wish. An additional benefit of running by groups is that it allows the option of selecting different dates to be used for different groups. For example, billing history can by purged for '2008-12-31' and reading history can be purged for '2007-01-01' Three stored procedures have been developed. They do not need to be run together and all three will operate separately. The first procedure is sp_PurgeData that will allow the user to select which table grouping they wish to purge, a destination database and a purge date, then delete those tables from the source database (depending on which database the procedure is running) .. The user will tell the program which table grouping should be purged. More detail is given below in the examples. The third procedure, sp_PurgeFinals, is to purge "finalled" accounts that have no balance and a zero balance on any deposits.
The five groupings are:
Billing History
pu_balance_hist
pu_balance_his_d
puusgbld
pu_defer_ard
pucrscore
pu_misc_bill
pujhaccd
pujhstat
pujhmtrd
pujhcrbd
pu_pay_arrangh
pu_pay_arrange
ichrecpt
ichtrand
ichmiscd
ichpaymd
ichappld
ichinvoice
Reading History
NORTHISTAR'"
UTJUTlES SOLUTIONS
28 pu_elec_hist
pu_ water _hist
pu_gas_hist
Call History
csrletrd
csr_acct-addr
csr _acct_info
csr _ contacts
csraccount
csraccount_pay
csracssah
csrcalld
csrcchgd
csrcglref
csrcmpld
csrcustr
csrhours
csrletrh
csrpypln
csrsched
csrstatd
Comment History
pu_pcb_comments
Alerts
tick_list
Audit Events History
audit_evnts
Purge Process
The purge process has been broken out by module and allows the user to control which sets of tables are purged.
Arguments:
1. Database name
2. Table grouping, the names of the groups are as follows:
call hist
billing_hist
reading_hist
comment_hist
audit_events
ticklers
NORTHISTAR'"
UTIUTIES SOLUTIONS
29 3. Purge date
MM1croso[t SQL Server Management Studio l!ll!J 13
Eile !;;cit ~w Query e,oject Ioo!s ~ndow hommunlty tlelp .J.MewQuery L~1 CT; tr; W: L~· ,_J j_f i,iJ. 1ml 1' 2:) Ll ~1 .~4~~ I ·N □ v~:~~:::,~:~P~;.~~?1~~1·•·\~~:.M~~~~3;~J.~1~ o~;,t~;:o!t!', ~··~~.·-· · ; C~mect• Ji J1
H i J NOVA (SQL Server 9,0,4053 - H1,.,.
-i ......J Databases
·+1 -' System Databases
i+i Database Snapshots
EXECUTE sp PurgeData 'Nc:irtli.c.tr:11:: Live' ',__;,e1ll_hist' ':;007-01-01' I -
·+! addonreleases_NSADDO
,+: archive_ns
.+l bamboo
'+) ccwa
+1 cognos8_silverado
+1 j cognos83
i+i j ecaredev _DKINNEY ~~-~··_jl
!NOVA (9.0 SPJ) 1HAAAIS\ac10,; (73) · !n~1fiol•QA [00:0QOO jo '""' 1 1 ,..,...,.,.,.,') ~IA\/,.,
Ready Ln205 Coll ch 1
In the example above all tables in the call history group will be purged on the Northstar _Live database prior or equal to 2007-01-01. You don't need to be running the procedure from the database where you are purging, as long as it is on the same server you are currently connected to.
Purge Finalled Accounts
This stored procedure will delete all accounts, services and history from any accounts that meet ALL of the following criteria:
1. All services on the account are finalled
2. All services on the account have a zero balance
3. The account has a zero balance on deposits (if any)
For those accounts that pass the above tests the stored procedure will remove all history, deposit, payment plan, service and account information for that account, occupant combination.
This procedure should only be run after the above purge procedure has been run.
There is only one argument that needs to be passed in, the name of the database. f:i1e &,dt yiew Query (Joject Iools ~ ~Ofl'lfll(Jl'llt tle4> _,J_NewQuery Li, \'.fJ 'tXi W ~1; ,__; -ii' 'l~ oof 'I ;:,J LJ 2_.!. l · _J' r, -l.~ Li.( ilfchive_ns .. t ~ecute ✓ Z:J "¾" 'L.. ·.':~ i r' ... ·0; q t;J[J~ ·~ -~ ~--~~.!,_ ::::~;!:-~!-."·NO-YA.~;~hive:~::\sp~Fl~~,~~~qi• -oo .... A-.l'IOlthsta-,-:;QA:au<M:_ovnts i NOYA,northstar.:.y11geO~a.~ -! -NOVA,ar-chivo_-;;~.-;_archiv"e,sql• i obje<iExpkirerDetails i C9.noe<:t• ,;J ,,
,,... _j dbo.pu_bpcomp_det
1-: _j dbo.pu_bpcornp_goup
1- _J dbo.pu_bpcomp_hlst
·+· _J dbo.RoleGroups
+· _1 dbo.Roles
+ _J dbo.Schedu!e
+: _] dbo.Schedu!eHistory
+ _j dbo.Schedu!eltemSettlngs
+' _ l dbo.Seard.CommonWords
+'_jdbo.Se.,rd,Tndexer
'+ _j dbo.Searchitem
-+: _} dbo.SearchltemWord
+· _j dbo.SearchitemWordPosJ.:1on
-+, _] dbo.SearchWord
+! _J dbo.Stelog
·+ _Jdbo.Sl<ins
execuc.e sp_PurgeFinals ·:,;,Ju:.l,.citt.r_L1ve'
INS
-□
. )
+: _J dbo,SystemMessages
•..,_, 4 ,.;.," T,.l,,M,.,;,,i.,~
:~~~ ~-0 SP3) - iHARAIS\mctaet 179)
1.f
!~_ns :000000 ;o,~,
Ln193 Coll 0,1 INS
30 NORTHISTAR"'
UTIUTJES SOLUTIONS
12 APPENDIX D - SAMPLE CHANGE ORDER
ORGANIZATION NAME: CITY OF SANT A CLARA, CA
Vendor: Northstar Utilities Solutions; a Division of Harris Computer Systems Date:
Change Order Number: XX
Project Description: NorthStar Upgrade Project
Requested By: City of Santa Clara, CA Project Manager
Scope of Change Requested:
•
Assumptions and Other Requirements:
•
Reason for Change Request:
•
Start Date:
Cost Impact □ No Cost Impact
□ Cost Increase of
□ Cost Decrease of
Schedule Impact
QUOTATION & PAYMENT TERMS
XX % due on signing
NOTES AND ATTACHMENTS
A signature below will serve as authorization to proceed with this quotation. Please sign and return this by fax to: 613-482-4874.
Approval (signature and date):
31 NORTHISTAR"'
UTILITIES SOLUTIONS
City of Santa Clara Approval _____________________ _
City of Santa Clara Project Manager ___________________ _ Northstar Project Manager ______________________ _
Change is □ Approved □ Denied Date
32 NORTHISTAR™
UTIUTIES SOLUTIONS
Statement of Work
City of Santa Clara
Core Automation Suite Subscription
NORTHISTAR"'
UTILITIES SOLUTIONS
NORTHISTAR™
UTILITIES SOLUTIONS
Prepared for:
City of Santa Clara, CA
August 17, 2017
Version 2.1
SOW VALID UNTIL: November 17, 2017
33 Revision Control
Document Title: City of Santa Clara - Harris NorthStar - Core Automation Suite Subscription SOW Author: Northstar Professional Services
File Reference: City of Santa Clara - Harris Northstar - Core Automation Suite Subscription SOW.Docx Version 2016/02/09 Carrie Lawlor Version 1
1.0 Version 2016/06/13 Mary Lee Edits as per Santa Clara review
1.1 Whitehead
Version 2017/08/08 L Faulker Inclusion of Terms and Conditions
1.2 Version 2017-08-17 L. Faulkner Change of Format. City Exhibit A and NS Sow
2.1 moved per Santa Clara's instruction. Milestone
page removed. Version# and dates updated.
1 LICENSE-CORE AUTOMATION SUITE
1.1.1 Grant of Licenses
a. Subject to the terms and conditions herein, Northstar hereby grants to Santa Clara a Corporate, non exclusive, non-transferable and limited right and license to use the Software in object code format on the Northstar CIS computer system (the "License") in consideration for the payment of the License fees. All Releases installed by Santa Clara are subject to this License. This License and the other terms and conditions related to this License do not apply to Third Party Software. b. Santa Clara may duplicate Documentation, at no additional charge, for Santa Clara's permitted uses so long as all required proprietary markings are retained on all duplicated copies. c. As between Northstar and Santa Clara, Northstar reserves all rights, title and interest in and to the Software not expressly granted herein and the License specifically excludes all such reserved rights, title and interest.
d. Any Software furnished by Northstar in machine-readable form may be copied in whole or in part by Santa Clara for use on the Designated Computer System, access to which by Users can be from any computer terminal, whether internal to or external to Santa Clara's facility incorporating the Designated Computer System. To the extent that any temporary files associated with the Software are created during such use on terminals those temporary files are permitted under this License but only for such time that the temporary files are actually required. Santa Clara agrees that the original copy of all Software furnished by Northstar and all copies thereof made by Santa Clara are and at all times remain the sole property of Northstar.
e. Any License granted under this SOW permits Santa Clara to: (i) use the Software for its City billing and related purposes including, but not limited to, performing testing, disaster recovery, disaster testing, training, archival and backup as Santa Clara deems necessary, and (ii) use, copy and modify the Documentation for the purpose of creating and using training materials relating to the Software. Access to and use of the Software by independent contractors of Santa Clara shall be considered authorized use under this Section so long as any such independent contractors are bound by obligations of confidentiality and have been approved by Northstar in advance of the independent contractors' access to the Software.
Santa Clara shall be responsible for (i) all of the actions of and (ii) any misuse of the Software by any independent contractor.
f. Software is licensed for use by the current number of Northstar CIS users and on the current operations of Santa Clara. Any change in the number of users of Northstar CIS or a material increase in the Santa Clara's business, such as through acquisition of another City, would require additional licensing. g. Santa Clara may purchase additional Software Licenses at the time such Licenses become necessary at NorthStar's then current prices and terms.
1.1.2 Term of License
The Subscription license commences at completion of milestone 4, User Acceptance Testing sign off. The initial term of this SOW is 3 years and Santa Clara cannot terminate the subscription within the 3 year term. The Subscription may be renewed annually thereafter.
1.1.3 Restrictions on Use
a. Santa Clara shall not, and will not allow, direct or authorize (directly or indirectly) any other party to: (i) use the Software for any purpose other than in connection with Santa Clara's primary business or operations; (ii) disassemble, de-compile, reverse engineer, defeat license encryption mechanisms, or translate any part of the Software, or otherwise attempt to reconstruct or discover the source code of the Software except and only to the extent that applicable law expressly permits, despite this limitation; (iii) modify or create derivate works of the Software; (iv) rent, lease, lend, license, sell or use the Software for timesharing or bureau use or to publish or host the Software for others to use; or (v) take any actions that would cause the Software to become subject to any open source or quasi-open source license agreement. Santa Clara shall be wholly liable to Northstar for any misuse of the Software and these restrictions are absolute except as and only to the extent that this SOW may expressly permit Santa Clara to do otherwise
b. The Software and related materials supplied by Northstar are protected by copyright and trademark laws.
The Software is licensed and may not be resold by Santa Clara. Any rights not expressly granted herein are reserved. Santa Clara may not obscure, remove or otherwise alter any copyright, trademark or other proprietary notices from the Software and related materials supplied by Northstar.
1.1.4 Ownership of Software & Confidential Information
a. Santa Clara acknowledges that the Software contains proprietary information and Confidential Information of Northstar which shall, at all times, remain the property of Northstar. b. Santa Clara will take the same care to safeguard the Software as it takes to safeguard its own Confidential Information of a like nature and such care shall not be any less than would be taken by a reasonable person to safeguard its own confidential information.
c. In order to assist Northstar with the protection of its proprietary information and Confidential Information and to enable Northstar to ensure that Santa Clara is complying with its obligations, Santa Clara shall permit Northstar to visit during normal business hours any premises at which the Software is used or installed and shall provide Northstar with access to its Software. Northstar shall provide Santa Clara with reasonable notice of any such audit.
NORTHISTAR.
1.1.5 Ownership & Disposition of Documents
b. All materials and documents which were developed or prepared by Northstar for general use and which are not the copyright of any other party or publicly available, including educational materials, the Software and any other computer applications, shall continue to be the property of Northstar. The parties agree that no materials or documents are being created for Santa Clara by Northstar under this SOW as of the effective date.
NORTHISTAR~
2 CORE AUTOMATION SUITES WORKFLOW
GL Archive Workflow
• NorthStar's GL Archive workflow is designed to run the full GL Archive process from Load and File Create through to running the GL Report and Interface Posting Archive. The workflow can be scheduled to run at night, eliminating the need to coordinate running the Archive process with resources performing live activities. The integration file to the financial system is available automatically and users begin balancing activities immediately upon open of day. Users can spend more time analyzing GL transactions rather than waiting for them to process.
AP Archive Workflow
• NorthStar's AP Archive workflow is designed to run the full AP Archive process from Load and File Create through to running the AP Report and AP Archive. The workflow is scheduled to run at night, eliminating the need to coordinate running the Archive process with resources running Refund Journals during daily processing. The integration file to the Accounts Payable system is available automatically and Accounts Payable Clerks can begin processing customer refunds immediately at start of day.
Financial Reporting Bundle
• NorthStar's Financial Reporting Bundle includes the following Northstar reports:
• Trial Balance By Service/Trial Balance By Account
• Summary Trial Balance By Account
• Accounts Deposit Listing
• Customer Deposit Listing
• Aging Report
• A/R Aging Report By Service/AIR Aging Summary
• The reporting bundle is scheduled to run at night, eliminating the need to coordinate running financial reports and processes with resources performing live activities. Users begin balancing activities immediately upon open of day, freeing up several hours of time wasted waiting for the processes to run.
Users can spend more time analyzing Financial reports rather than waiting for them to process Meter Reading Workflow
• NorthStar's Meter Reading Automation workflow automatically runs the Reading Load based on a Customer's predefined reading requirements, as generally defined in NorthStar's Meter Reading Schedule.
The Import File Creation and Export file Translation are automatically processed, allowing the Automation Platform to generate the Meter Reading Verification report, saving the report for exceptions handling.
Scheduling meter readings in advance and allowing Northstar to load the meters and create the Import file(s) can increase reliability and decrease dependence on individuals. Files can be processed overnight so meter readers can begin reading their routes first thing in the morning. Once the reads have been completed, let the workflow bring the reads back into Northstar and have the verification reports ready and waiting at the earliest possible moment. No wasted time and issues resolved more quickly leads to more efficient billing!
Billing Workflow
NORTHjSTAR'
• NorthStar's Billing workflow automates the processing tasks associated with billing. This includes calculating the bills upon transferring to billing and generating the Verification Listing as well as completing the final steps of Journal Print and Post. Automating the various steps of a batch can result in less load on Northstar during business hours as well as more appropriate use of the Billing Department's time.
Calculation and verification listings can be completed automatically and be made available for review upon completion. Journal print and post can be sequenced to run prior to G/L automation to ensure that the day's activity is included in the correct G/L interface file. Automating these processes results in billers being able to concentrate on exceptions processing rather than waiting for processes to run.
Pre-Authorized Payment Workflow
• NorthStar's Pre-Authorized Payment Automation workflow automatically processes your pending Pre Authorized payments by transferring them to cash, printing and archiving your Cashiering Journal Print and posting payments to customer's accounts on the applicable payment date. Automating the processing of Pre-Authorized payments ensures payments are posted directly to customer's accounts on the due date without having to maintain external schedules or calendar reminders to manually post. The process can be scheduled to run at night so the payments are posted immediately at start of day. This reduces conflicts with Collection activities as well as the incidence of incorrectly applied interest charges or late fees, and the resulting reversals.
Lockbox Payment Workflow
• NorthStar's Lockbox Payment workflow automatically processes your Lockbox Import. The import is then followed by printing and archiving the Pre-Transfer Listing, transferring the payments to cash, printing and archiving the Cashiering Journal and Posting payments to customer's accounts. Automating the Lockbox process ensures payments are posted to accounts in a timely fashion. The process can be configured to run at night and throughout the day ensuring payments are posted prior to Credit Control loads running, reducing conflicts with Collection activities as well as the incidence of incorrectly applied interest charges or late fees, and the resulting reversals. Automating this process also frees up users to handle Lockbox Transfer exceptions and contact customers who may be using incorrect banking information on their payments.
Web Payment Workflow
• NorthStar's Web Payment workflow automatically processes your Web Payment Transfer to Cashiering.
The transfer is then followed by printing and archiving the Cashiering Journal and Posting payments to customer's accounts. Automating the Web Payment process ensures payments are posted to accounts in a timely fashion. The process can be configured to run at night ensuring payments are posted prior to Credit Control loads running, reducing conflicts with Collection activities as well as the incidence of incorrectly applied interest charges or late fees, and the resulting reversals. Automating this process also frees up users to concentrate on walk in customer traffic and handling exceptions such as misapplied payments.
Credit Control Workflow
NORTH!STAR"
NorthStar's Credit Control Automation workflow creates Credit Control batches and runs the Aging or Auto Load within Credit Control, loading delinquent accounts into the Credit Control Batch for exceptions and collections processing. By running the process at night, users are unaffected by the load and conflicts with payment processing are avoided. Credit resources can immediately begin exceptions and collections handling upon open of business day resulting in earlier Notice delivery and/or disconnections. Best of all,
the Credit Department will be freed up to concentrate on Customer Service rather than monitoring the process.
Write Off Workflow
NorthStar's Write Off workflow includes the automation of the Write Off process. Creation of the Write Off batch, loading the accounts, creating and saving the journal and posting the transactions are all available with this workflow. The Write Off process can be configured to run at a predefined time such as at month end, and for various scenarios such as credit balances, small balances write off etc .. The Write Off workflow allows Utilities to define the required parameters and load the accounts with no manual intervention required. The remaining tasks, the Journal Print and Post processes are also included in this workflow. By automating the Write Off process users spend less time completing this manual process and can be more proactive in their collection efforts to minimize bad receivables moving forward.
Reverse Write Off Workflow
NorthStar's Reverse Write Off workflow includes the automation of the Reverse Write Off process.
Creation of the Reverse Write Off batch, loading the accounts, creating and saving the journal and posting the transactions are all available with this workflow. By configuring the Reverse Write Off workflow to automatically run on a predefined schedule you eliminate the need to track and communicate bad debt payments manually. Payments through Lockbox or the Web are identified for reversal automatically with no manual intervention. Automate your write off reversals to ensure you are recovering your bad debt expense in a timely fashion.
Balance Transfer Workflow
NorthStar's Balance Transfer Workflow creates Balance Transfer batches, loading accounts using the Filtered Method. The process identifies accounts with like Debtor Numbers to move balances between.
Final steps of the rule include generating and saving the Journal and Posting the transactions to the individual accounts. This workflow is typically configured to run for credit balance transfers after posting Final Billing and once per month for debit balance transfers. Automating this process frees up both system and human resources to other tasks that require human intervention and allows Northstar to handle the process outside of normal business hours.
Late Payment Journal Workflow
NorthStar's Late Payment Workflow automatically loads accounts for Late Payment processing. The workflow loads accounts and is followed by generating and archiving the Late Payment Journal and Posting Late Payment to customer's accounts. The process can be configured to run over night to ensure Late Payment appears on accounts immediately at start of business day, providing accurate cash and collections balance amounts.
Overdue Interest Journal Workflow
NORTHISTAR'
NorthStar's Overdue Interest Workflow automatically loads accounts for Overdue Interest processing. The workflow loads accounts and is followed by generating and archiving the Overdue Interest Journal and Posting Overdue Interest to customer's accounts. The process can be configured to run over night to ensure Overdue Interest appears on accounts immediately at start of business day, providing accurate cash and collections balance amounts.
Page40
Deposit Interest Workflow
• NorthStar's Deposit Interest Workflow automatically loads accounts into the Refund Journal for Deposit Interest processing. The workflow loads accounts and is followed by generating and archiving the Deposit Interest Refund Journal and Posting Deposit Interest to customer's accounts. This workflow is scheduled to run at night at month/year end eliminating the need to wait for the interest to be posted prior to beginning balancing activities. It also frees up time wasted waiting for the processes to run allowing users to spend more time on analyzing month/year end financial reports and results.
Deposit Refund Workflow
• NorthStar's Deposit Refund Workflow automatically loads accounts into the Refund Journal for Deposit Refund processing based on predefined refund requirements. The workflow loads accounts and is followed by generating and archiving the Deposit Refund Journal and Posting Deposit Refunds to customer's accounts. The workflow can run on a predefined schedule and will load and process accounts that are eligible for refund based on the Utility's refund rules. Automating this process frees up reps to concentrate on collection of deposits from poor paying customers and other collection processes requiring much more manual intervention and attention.
Credit Refund Workflow
• NorthStar's Credit Refund Workflow automatically loads accounts into the Refund Journal for Credit Refund processing. The workflow loads credit balance accounts for refund and is followed by generating and archiving the Credit Refund Journal and Posting the refunds to customer's accounts. The Credit Refund workflow is typically configured to automatically run after Final Billing post and the Balance Transfer Program has been run. The process is configured to locate final accounts with a remaining credit to be refunded through Accounts Payable. Automating this process frees up both system and human resources to other tasks that require human intervention and allows Northstar to handle the process outside of normal business hours.
Reverse from Balance History Workflow
• NorthStar's Reverse from Balance History Workflow allows users to select Late Payment, Overdue Interest (from 01 Journal} or Extra Charges to reverse from a customer's account. The process automatically loads the reversing entry into the Extra Charge Journal and can run the process through to post. The Reverse from Balance History workflow allows users to perform on demand reversals of Late Payment, Overdue Interest (from 01 Journal) or Extra Charge entries. The process immediately updates the customer's account, ensuring an accurate balance for cash and collection purposes. The process is easy and streamlined, allowing CS Rs to process the adjustment with a simple right click of the mouse.
Automation Platform Maintenance Workflow
•
NDRTH!STAR'
NorthStar's Automation Platform Maintenance workflow purges and archives the Event and Payload data that is used by and/or generated through the various rules in use by the Automation Platform. The Automation Platform Maintenance workflow ensures the automation tables maintain a reasonable size and that remaining data is easily accessible to the rules and workflows that require it. Regular maintenance minimizes performance issues due to volume of data ensuring workflows run smoothly and without interruption.
3 FEES & PAYMENT SCHEDULE
3.1 Subscription Fees
Core Automation Suite Subscription
Year 1 subscription fee $15,000 $15,000
Year 2 subscription fee $15,525 $15,525
Year 3 subscription fee $16,068 $16,068
The Subscription license commences at completion of milestone 4, User Acceptance Testing sign off. The initial term of this SOW is 3 years and Santa Clara cannot terminate the subscription within the 3 year term. The Subscription may be renewed annually thereafter.
4 TERMINATION
Unless Northstar and/or Santa Clara exercises its right to terminate this SOW during the implementation stage due to material breach or default, Northstar must provide, and Santa Clara must purchase, services from Northstar for the items defined within this SOW.
If Santa Clara and/or Northstar exercises its right to terminate this SOW during implementation stage due to material breach or default
Santa Clara's obligation includes the following:
1. Return the software to Northstar and certify, under the hand of a duly authorized officer of Santa Clara, that all copies of the software or any part thereof, in any form, within the possession or control of Santa Clara have been returned to Northstar. (if applicable)
2. Complete payment for services performed and expenses incurred prior to termination including:
a. Any amounts previously invoiced but unpaid;
b. Fees for services performed through the termination date which has not been invoiced; and c. Any approved travel and living costs.
NorthStar's obligation includes the following:
1. Refund to Santa Clara any fees that have not been earned under this SOW through the termination date.
Under no circumstances shall Northstar be liable for any special, indirect, consequential, punitive or incidental damages of any kind and shall not be liable for loss of profits, works stoppage, system failure or malfunction, loss of data or any other damages or losses in connection with this statement of work, even if Northstar has been
advised of the possibility of such damages. In any event, Northstar shall not be liable to pay any amount, in the aggregate, that is greater than the fees received by Northstar under this statement of work.
NORTHISTAR'
Page43
APPENDIX E - SAMPLE IMPLEMENTATION PROJECT PLAN
NS Upgrade & Core Auromadon Suite 123 days Jan 2 '17 Jun ll '17 2 G"'1",eral PM and overs.gilt 123 days Jilin 2 '17' JtJn 21 'H _;; Archive & Purge Projiect kl days Jan 2 '17 Mar 24 '11 4 Arch!Ye l.S days Jan 2. '17 Jan 20 '17
Plan, install & mn In tE:Sf lwk J8'n l 'l 1 Jan6'17
6 customer revle'.,.., & appro11iill lwk fan !I '1'1 Jan U '11 r Install & f)Jfi In Produc:tla""' lwk Jan 16 •n Jan 2f.J'l7 B Purge l.S days Jan23'11 Feb 10'17
y Pfan, 14",stall.& ri.m In ,BT 1 wk Jilfi 23 '11 Jan 27''11 Customer revt.e"w & appro\':al 1 wk Jilfi 30 '11' Peb 3 '17' 1; 't lru,tall &. run lrt Production 1 wk Feb 6 "1'1 f'el:ilO '17' r:2 User Acce,.ptance 30 days feb 13 Tl' Mar24 'H
1d Arci'lrl,,e & purge pr(lj!ect comp!:ete Oday, Mar 24 '17 Mar :u '11 1:'4 Udlhatloo Re11lew Profect :l.i days Jan 2 '17 Jan 2:1 '17 Preparntlon lwk Jan 2 '17 Jan 6 '17
H> Ons.te re'<.'iew l wk Jan9 'H Jan l3 '11
n Produce doa.i,mient lwk Jan 16'11 Jan 20 '1'
HI Remote follow-up ;,i;ssion 1dav Jan 23 '17 Jan 23 '17' 1t1Yi Utitl2ation re.i\ew project coinplete Odavs fan 2:l '17 Jan 23 '17 Upgrade Project 110 days Jan 2 '17 Ju,n 2 '17
Test and Live Lnstance 110 days Jan 2 '17 lun2 '17
Preparifltlon 40days Jan 2 '17 Feb 24 '17
l!,nstall NS and acdd-.:ins lwk JM 2 '17 Jan 6 '17
Review custom f1!'A)ds & integrations 3wk:5 fan 9 '11 Jann '11 Oe<Jelap :Sclte-speaflc tests scrlpu 3wks Ja;n 30 '17 Feb17'n 211, Confirm soliutlon ,s ready for UA r lwk ~ell; :ZO '1? Feb 24' '11 '2. :1 System acceptance testing 2.0days Feb 27 '11 llll&r 24 '11 2S NS or\ie11tatlcon sessloo l dav feb z"/' '1? Fecb i"/' '11 2'51 Onsite testrng suppon 2. wk:5 Fieb 27 '11 Mar 10'11 30 u~ acceptecnce testing 4 wks felt! 2"/' '11 Mar 2~ 1 11 3l User AL,ceptacl!lce tesuni: 20days M&r21'17 Apr 21 '17 32 Onslte testrng support 2.wks Mar 27 '11 Apr 7 '1,
33 Syste,m acceptance testrcng 4wks Mar 27 '11 Apr 21 '17 J4 Go-live 30 days Apr 24 '11 Jl)l!I 2 '17
35 GO"! hie rene:arsa l lwk Apr24'11 Apr 28 '11
3t, Go-11•..e crJto.er lwk May l '11 Ma•;'S 'l'I'
37 Post go-lNe s•~port lodavs May8 'i:.1 Jun2 '11
l8 De" Lns:tam:e 2:0 da";S Ap«' 24 '11 May 19 '1
39 Install NS a,nd add-om. 1wk Apr:24 '11 Apr 28 '17
UAf 3w!G May 1 '11 Ma~• 19 '1
,n Upgrade project c~ete Odavs Jun 2 '17 Jun. 2 •·11 2
'12 AuromaUon Platform Projed 1m da";S Jan 2 '17 Junl '17 ,u lns1atl & configure 2Sdays Jan 2 '17 Feb3 '17
NORTHISTAR~
ID Taslc: Nacme JDurnoon
44 Deplo'( to Dev· erv>lironment 1 wk
45 AeYiew & complete ched:lL!lts Zwks Jan 9 '17 Jan 20 '1? ,4i, Configure per checli:ltsts Z wks Jai!i .23 '11 feb3'H 47 User acceptance testing 2.5 days ~eb6 '17 Mar Ul '17 4;; User .Mceptan.:e te,;tlng Jwks fe!J.b'l7 febM'li
<l!P Aef!Jlements and changes S.wks ~ebb'l7 Mar lCl '17 'H) System acceptance testing 45 days Mar 1l '1'1' M.ay U '1 Sl lnitiill & confl!l!Ufe AP' s. ln 1 est -,;;.ronmait 1 wk Mar B '17 Mar 11 'l'.7
5.-ystem aa:.eptance testing 'l.wks Mar ZlJ '11 Apr 7 '17 53 Refl.new,ents and ch a11:!leS S.wks Apr 10 '17 Ma•I' 12 'l 54 Go-live Udays May 12 'U Jun z '11
55 lm.t~I & configure In Uve environment lwk May 15 '17Ma•1• 19 'l S6 Post go-lwe support z wlti
ptatform project comptete Oday,
-----~----~~------~~~-~"--
l ~s
♦ 51'12
- ·-···--··-····j ···-··-····
Page45
AGREEMENT FOR THE PERFORMANCE OF SERVICES BY AND
BETWEEN THE CITY OF SANTA CLARA, CALIFORNIA, AND
NORTHSTAR UTILITIES SOLUTIONS
EXHIBITB
FEE SCHEDULE
Contractor shall bill at the rates and upon the schedules set forth in the two "Statement of Work" documents attached to Exhibit A, and such payment are expressly subject to section 34 of the Agreement, entitled "Retention."
In no event shall the amount billed to City by Contractor for services under this Agreement exceed two hundred seventy-six thousand six hundred forty eight ($276,648.00), subject to budget appropriations.
Page46
AGREEMENT FOR THE PERFORMANCE OF SERVICES
BY AND BETWEEN THE CITY OF SANTA CLARA,
CALIFORNIA, AND NORTHSTAR UTILITIES SOLUTIONS
EXHIBIT C
INSURANCE REQUIREMENTS
Without limiting the Contractor's indemnification of the City, prior to commencing any of the Services required under this Agreement, the Contractor shall provide and maintain in full force and effect, at its sole cost and expense, the following insurance policies with at least the indicated coverages, provisions and endorsements:
A. COMMERCIAL GENERAL LIABILITY INSURANCE
NORTH!STAR"
1. Commercial General Liability Insurance policy which provides coverage at least as broad as Insurance Services Office form CG 00 01. Policy limits are subject to review, but shall in no event be less than, the following:
$1,000,000 Each Occurrence
$2,000,000 General Aggregate
$2,000,000 Products/Completed Operations Aggregate
$1,000,000 Personal Injury
2. Exact structure and layering of the coverage shall be left to the discretion of Contractor; however, any excess or umbrella policies used to meet the required limits shall be at least as broad as the underlying coverage and shall otherwise follow form.
3. The following provisions shall apply to the Commercial Liability policy as well as any umbrella policy maintained by the Contractor to comply with the insurance requirements of this Agreement:
a. Coverage shall be on a "pay on behalf' basis with defense costs payable in addition to policy limits;
b. There shall be no cross liability exclusion which precludes coverage for claims or suits by one insured against another; and
c. Coverage shall apply separately to each insured against whom a claim is made or a suit is brought, except with respect to the limits of liability.
Page47
B. BUSINESS AUTOMOBILE LIABILITY INSURANCE
Business automobile liability insurance policy which provides coverage at least as broad as ISO form CA 00 01 with policy limits a minimum limit of not less than one million dollars ($1,000,000) each accident using, or providing coverage at least as broad as, Insurance Services Office form CA 00 01. Liability coverage shall apply to all owned, non-owned and hired autos.
In the event that the Work being performed under this Agreement involves transporting of hazardous or regulated substances, hazardous or regulated wastes and/or hazardous or regulated materials, Contractor and/or its subcontractors involved in such activities shall provide coverage with a limit of two million dollars ($2,000,000) per accident covering transportation of such materials by the addition to the Business Auto Coverage Policy of Environmental Impairment Endorsement MCS90 or Insurance Services Office endorsement form CA 99 48, which amends the pollution exclusion in the standard Business Automobile Policy to cover pollutants that are in or upon, being transported or towed by, being loaded onto, or being unloaded from a covered auto.
C. WORKERS' COMPENSATION
1. Workers' Compensation Insurance Policy as required by statute and employer's liability with limits of at least one million dollars ($1,000,000) policy limit Bodily Injury by disease, one million dollars ($1,000,000) each accident/Bodily Injury and one million dollars ($1,000,000) each employee Bodily Injury by disease.
2. The indemnification and hold harmless obligations of Contractor included in this Agreement shall not be limited in any way by any limitation on the amount or type of damage, compensation or benefit payable by or for Contractor or any subcontractor under any Workers' Compensation Act(s), Disability Benefits Act(s) or other employee benefits act(s).
3. This policy must contain a Waiver of Subrogation in favor of the City of Santa Clara, its City Council, commissions, officers, employees, volunteers and agents.
D. COMPLIANCE WITH REQUIREMENTS
All of the following clauses and/or endorsements, or similar provisions, must be part of each commercial general liability policy, and each umbrella or excess policy.
NORTH!STAR'
1. Additional Insureds (General Liability and Auto Liability policies only). City of Santa Clara, its City Council, commissions, officers, employees, volunteers and agents are hereby added as additional insureds in respect to liability arising out of Contractor's work for City, using Insurance Services Office (ISO) Endorsement CG 20 10 11 85 or the combination of CG 20 10 03 97 and CG 20 37 10 01, or its equivalent.
2. Primary and non-contributing (General Liability and Auto Liability policies only).
Each insurance policy provided by Contractor shall contain language or be Page48
endorsed to contain wording making it primary insurance as respects to, and not requiring contribution from, any other insurance which the Indemnities may possess, including any self-insurance or self-insured retention they may have.
Any other insurance Indemnities may possess shall be considered excess insurance only and shall not be called upon to contribute with Contractor's msurance.
3. Cancellation. The Commercial General Liability policy shall contain language or be endorsed to reflect that, in the event of cancellation, thirty (30) days written notice will be given to City.
4. Other Endorsements. Other endorsements may be required for policies other than the commercial general liability policy if specified in the description of required insurance set forth in Sections A through D of this Exhibit C, above.
E. ADDITIONAL INSURANCE RELATED PROVISIONS
NORTHISTAR"
Contractor and City agree as follows:
1. 2.
Contractor agrees to ensure that subcontractors, and any other party involved with the Services who is brought onto or involved in the performance of the Services by Contractor, provide the same minimum insurance coverage required of Contractor, except as with respect to limits. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage provided in conformity with the requirements of this Agreement.
Contractor agrees that upon request by City, all agreements with, and insurance compliance documents provided by, such subcontractors and others engaged in the project will be submitted to City for review.
Contractor agrees to be responsible for ensuring that no contract used by any party involved in any way with the project reserves the right to charge City or Contractor for the cost of additional insurance coverage required by this Agreement. Any such provisions are to be deleted with reference to City. It is not the intent of City to reimburse any third party for the cost of complying with these requirements. There shall be no recourse against City for payment of premiums or other amounts with respect thereto.
Page49
3. The City reserves the right to withhold payments from the Contractor in the event of material noncompliance with the insurance requirements set forth in this Agreement.
F. EVIDENCE OF COVERAGE
Prior to commencement of any Services under this Agreement, Contractor, and each and every subcontractor ( of every tier) shall, at its sole cost and expense, provide and maintain not less than the minimum insurance coverage with the endorsements and deductibles indicated in this Agreement. Such insurance coverage shall be maintained with insurers, and under forms of policies, satisfactory to City and as described in this Agreement. Contractor shall file with the City all certificates and endorsements for the required insurance policies for City's approval as to adequacy of the insurance protection.
G. EVIDENCE OF COMPLIANCE
Contractor or its insurance broker shall provide the required proof of insurance compliance, consisting of Insurance Services Office (ISO) endorsement forms or their equivalent and the ACORD form 25-S certificate of insurance ( or its equivalent), evidencing all required coverage shall be delivered to City, or its representative as
set forth below, at or prior to execution of this Agreement. Unless otherwise required by the terms of this Agreement, all certificates, endorsements, coverage verifications and other items required to be delivered to City pursuant to this Agreement shall be mailed to:
EBIX Inc.
City of Santa Clara Finance Department
P.O. Box 100085- S2 or 1 Ebix Way
Duluth, GA 30096 John's Creek, GA 30097
Telephone number:
Fax number:
Email address:
H. QUALIFYING INSURERS
951-766-2280
770-325-0409
[email protected]
All of the insurance companies providing insurance for Contractor shall have, and provide written proof of, an A. M. Best rating of at least A minus 6 (A- VI) or shall be an insurance company of equal financial stability that is approved by the City or its insurance compliance representatives.
NORTHISTAR'
Page SO
AGREEMENT FOR THE PERFORMANCE OF SERVICES
BY AND BETWEEN THE CITY OF SANTA CLARA,
CALIFORNIA, AND NORTHSTAR UTILITIES SOLUTIONS
EXHIBITD
ETHICAL ST AND ARDS FOR CONTRACTORS SEEKING
TO ENTER INTO AN AGREEMENT WITH THE CITY OF
SANTA CLARA, CALIFORNIA
Termination of Agreement for Certain Acts.
A. The City may, at its sole discretion, terminate this Agreement in the event any one or more of the following occurs:
1. If a Contractor 1 does any of the following:
a. Is convicted 2 of operating a business in violation of any Federal, State or local law or regulation;
b. Is convicted of a crime punishable as a felony involving dishonesty 3; c. Is convicted of an offense involving dishonesty or is convicted of fraud or a criminal offense in connection with: (1) obtaining; (2) attempting to obtain; or, (3) performing a public contract or subcontract; d. Is convicted of any offense which indicates a lack of business integrity or business honesty which seriously and directly affects the present responsibility of a City contractor or subcontractor; and/or, e. Made (or akes) any false statement(s) or representation(s) with respect to this Agreement.
For purposes of this Agreement, the word "Consultant" (whether a person or a legal entity) also refers to "Contractor" and means any the following: an owner or co-owner of a sole proprietorship; a person who controls or who has the power to control a business entity; a general partner of a partnership; a principal in a joint venture; or a primary corporate stockholder [i.e., a person who owns more than ten percent (10%) of the outstanding stock of a corporation] and who is active in the day to day operations of that corporation.
For purposes of this Agreement, the words "convicted" or "conviction" mean a judgment or conviction of a criminal offense by any court of competent jurisdiction, whether entered upon a verdict or a plea, and includes a conviction entered upon a plea of nolo contendere within the past five (5) years.
As used herein, "dishonesty" includes, but is not limited to, embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statements, failure to pay tax obligations, receiving stolen property, collusion or conspiracy.
NORTHISTAR'
2. If fraudulent, criminal or other seriously improper conduct of any officer, director, shareholder, partner, employee or other individual associated with the Contractor can be imputed to the Contractor when the conduct occurred in connection with the individual's performance of duties for or on behalf of the Contractor, with the Contractor's knowledge, approval or acquiescence, the Contractor's acceptance of the benefits derived from the conduct shall be evidence of such knowledge, approval or acquiescence.
B. The City may also terminate this Agreement in the event any one or more of the following occurs:
1. The City determines that Contractor no longer has the financial capability4 or business experience5 to perform the terms of, or operate under, this Agreement; or,
2. If City determines that the Contractor fails to submit information, or submits false information, which is required to perform or be awarded a contract with City, including, but not limited to, Contractor's failure to maintain a required State issued license, failure to obtain a City business license (if applicable) or failure to provide and maintain bonds and/or insurance policies required under this Agreement.
C. In the event a prospective Contractor ( or bidder) is ruled ineligible ( debarred) to participate in a contract award process or a contract is terminated pursuant to these provisions, Contractor may appeal the City's action to the City Council by filing a written request with the City Clerk within ten (10) days of the notice given by City to have the matter heard. The matter will be heard within thirty (30) days of the filing of the appeal request with the City Clerk. The Contractor will have the burden of proof on the appeal.
The Contractor shall have the opportunity to present evidence, both oral and documentary, and argument.
Contractor becomes insolvent, transfers assets in fraud of creditors, makes an assignment for the benefit of creditors, files a petition under any section or chapter of the federal Bankruptcy Code (11 U.S.C.), as amended, or under any similar law or statute of the United States or any state thereof, is adjudged bankrupt or insolvent in proceedings under such laws, or a receiver or trustee is appointed for all or substantially all of the assets of Contractor.
Loss of personnel deemed essential by the City for the successful performance of the obligations of the Contractor to the City.
NORTH!STAR'
AGREEMENT FOR THE PERFORMANCE OF
SERVICES BY AND BETWEEN THE CITY OF SANTA
CLARA, CALIFORNIA, AND NorthStar Utilities Solutions
EXHIBITE
AFFIDAVIT OF COMPLIANCE WITH ETHICAL STANDARDS
I hereby state that I have read and understand the language, entitled "Ethical Standards" set forth in Exhibit D. I have the authority to make these representations on my own behalf or on behalf of the legal entity identified herein . I have examined appropriate business records, and I have made appropriate inquiry of those individuals potentially included within the definition of "Contractor" contained in Ethical Standards at footnote 1.
Based on my review of the appropriate documents and my good-faith review of the necessary inquiry responses , I hereby state that neither the business entity nor any individual(s) belonging to said "Contractor" category [i.e., owner or co-owner of a sole proprietorship , general partner , person who controls or has power to control a business entity, etc.] has been convicted of any one or more of the crimes identified in the Ethical Standards within the past five ( 5) years.
The above assertions are true and correct and are made under penalty of perjury under the laws of the State of California.
NorthStar Utilities Solutions
An Ontario Corporation
NorthStar Utilities Solutions, a division ofN. Harris Computer Corporation Sign
Nam : Julie Geoffr oy
Title: Commercial Counsel
NOTARY'S ACKNOWLEDGMENT TO BE ATTACHED
Please execute the affidavit and attach a notary public 's acknowledgment of execution of the affidavit by the signatory. If the affidavit is on behalf of a corporation, partnership , or other legal entity, the entity's complete legal name and the title of the person signing on behalf of the legal entity shall appear above . Written evidence of the authority of the person executing this affidavit on behalf of a corporation , partnership, joint venture , or any other legal entity, other than a sole proprietorship, shall be attached.
NORTHISTAR'
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-255 Agenda Date: 4/8/2025
REPORT TO COUNCIL
SUBJECT
Action on an Award of Contract for the Streetlight Replacement - Tasman Drive Contract No. 2875A- 9662 Project, to Bear Electrical Solutions LLC
COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure
BACKGROUND
The City of Santa Clara’s Electric Department, Silicon Valley Power (SVP), issued a public works bid packet in support of the Electric Department Capital Improvement Program (CIP) Streetlight Replacement - Tasman Drive Contract No. 2875A-9662 (Project). The proposed Project will replace Approximately 110 aged steel square street light poles and luminaires along Tasman Drive with new aluminum round tapered street light poles and LED luminaires.
DISCUSSION
On February 19th, 2025, a competitive Request for Bid (RFB) was published on the City’s bid notification system, BidNet Direct, for this Project. On March 13, 2025, the Project bids were opened electronically through BidNet Direct. The City received two bids, one from Bear Electrical Solutions LLC and the other Tennyson Electric LLC, ranging from $2,854,991.50 to $4,426,951.48. The Bid Summary is included as Attachment 1.
At the bid opening, Bear Electrical Solutions LLC was declared the lowest apparent bidder with a submitted bid in the amount of $2,854,991.50, which is 9% more than the City’s Engineer’s Estimate of $2,615,310.79.
Bear Electrical Solutions LLC’s bid was reviewed by SVP staff for compliance with the terms and conditions of the bid documents, and staff has determined Bear Electrical Solutions LLC to be the lowest responsive and responsible bid. Staff recommend awarding the contract for the Project to Bear Electrical Solutions LLC.
Award of the contract will allow construction to commence in order to complete the Project. The contract includes prevailing wage requirements.
ENVIRONMENTAL REVIEW
Staff recommends that the City Council determine that the action being considered is exempt from the California Environmental Quality Act (“CEQA”) pursuant to the section 15302 (Class2- Replacement or Reconstruction) of Title 14 of the California code of Regulations as the proposed work involves the replacement or reconstruction of existing utility systems and/or facilities involving negligible expansion of capacity.
City of Santa Clara Printed on 4/4/2025Page 1 of 2
powered by Legistar™
25-255 Agenda Date: 4/8/2025
FISCAL IMPACT
The cost of the contract is $2,854,991.50 plus a 25% contingency, or $713,747.88, for any potential change orders for a total maximum compensation amount of $3,568,739.38. Funding for the contract is available in SVP’s Street Lighting Capital Fund in the Great America Street Light Replacement Project (Streetlight Replacement - Tasman Drive, 2875A-9662).
COORDINATION
The report has been coordinated with the Finance Department and the City Attorney’s Office.
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.
RECOMMENDATION
1. Determine the proposed actions are exempt from CEQA pursuant to section 15302 section 15302 (Class2 - Replacement or Reconstruction) of Title 14 of the California Code of Regulations; and
2. Award the Public Works Contract for Streetlight Replacement - Tasman Drive Project to the lowest responsive and responsible bidder, Bear Electrical Solutions LLC in the amount of $2,854,991.50, and authorize the City Manager to execute any and all documents associated with, and necessary for the award, completion, and acceptance of this Project, and
3. Authorize the City Manager to execute change orders up to approximately 25 percent of the original contract price, or $713,747.88, for a total amount not to exceed $3,568,739.38, and to take any other actions necessary to implement and administer the Agreement, subject to the appropriation of funds and the review and approval as to form by the City Attorney.
Reviewed by: Manuel Pineda, Chief Electric Utility Officer Approved by: Jovan D. Grogan, City Manager
ATTACHMENTS
1. Bid Summary
City of Santa Clara Printed on 4/4/2025Page 2 of 2
powered by Legistar™
EXHIBIT A
BID OPENING DATE:
TIME:
PROJECT NAME:
PROJECT NO.
DEPARTMENT:
PROJECT ENGINEER:
COMPANY /CITY /STATE
CITY OF SANTA CLARA
THURSDAY, March 13, 2025
3:00 PM
Tasman Drive Streetlight Replacement Project
Contract No. 2875A-9662
Silicon Valley Power
Joseph Bruzzone x6638
REC'D TIME APPARENT
BY REC'D LOW BID BID AMOUNT
ORDER
ie°'r t \ ec.--mca. 1 S,"l;ho~, l Z,~Stf/iC/.I. S-D
LLC..
H.e"'~\; ~ µc,,Co j West, ~ I r,r
LL(
'\{ V\'-"j ~ 611\ ~\e~c.., L.[;L
1- L-f I L.f 1.b I Ci £ { - Lf i
I ENGINEER'S ESTIMATE 1 1 i, 15'~ )lo - ~
Page _ _ of _(_
L: \CONTRACTS AWARDED BY BID\Bid Opening Form for 03-13-2025 .doc l
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-109 Agenda Date: 4/8/2025
REPORT TO COUNCIL
SUBJECT
Action on a Resolution of Intention for Parking Maintenance District No. 122 - Franklin Square
COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure
BACKGROUND
Parking Maintenance District No. 122 (PMD 122) was formed in 1965 for the parking lots, arcades, fountains, sidewalks, landscaping, irrigation, lights, and utilities within Franklin Square, which is bounded by Benton Street, Homestead Road (formerly known as Liberty Street), Monroe Street, and Jackson Street. There have been several changes in how maintenance and operation costs have been collected over the years. In 2002, the City Council passed a motion at a public hearing in which the City assumed all future costs for operation and maintenance and in May 2003 adopted Resolution 7026. Under the collection method contained in Resolution 7026, the property owners contribute annually to pay for capital repairs of the parking lot and associated walkways. The fixed annual contribution from the property owners totals $14,200, less the earned interest on the accumulating balance. The City, through the General Fund, is responsible for covering the costs for annual maintenance and operations of PMD 122 and that has continued to be the arrangement through the present day. The City Council did not approve a Resolution Approving the Levy of Benefit Assessment upon the City of Santa Clara Parking Maintenance District No. 122 - Franklin Square in FY 2024/25, so contributions from the property owners were not collected. As such, other than interest accrual, no other money was deposited into the fund for future capital repairs.
DISCUSSION
Adoption of the proposed resolution is the initial step necessary to set the annual budget for PMD 122. The approval process requires the preparation of a Director’s Report (Attachment 1) explaining the preparation and basis of assessments; publication and posting of a Notice of Public Hearing (Attachment 2); and holding a public hearing on the annual assessments. Following approval of the subject Resolution of Intention (Attachment 3), each property owner will be sent a letter containing the proposed FY 2025/26 assessment and details on a June 10, 2025, public hearing to approve the assessments.
Last year, the City Council elected not to make the FY 2024/25 annual assessment on the property owners and, as a result, the property owners did not pay any contributions towards future capital repairs for PMD 122. Per prior communications with the City Council, City Attorney and City Manager regarding options for implementing paid parking at Franklin Square, staff from the Department of Public Works (DPW), City Attorney’s Office and City Manager’s Office have been coordinating and working through several logistical items associated with initiating a paid parking program at these facilities. DPW staff is currently developing an RFP, and based on the current schedule, it is City of Santa Clara Printed on 4/4/2025Page 1 of 3
powered by Legistar™
25-109 Agenda Date: 4/8/2025
anticipated that it could be distributed by early summer. Since PMD 122 is still active and has not been dissolved, the assessments will continue to be brought forward to the City Council annually. The proposed FY 2025/26 assessment to property owners totals $10,673. Accrued interest earned in FY 2023/24 in the amount of $3,527 will be used to reach the $14,200 annual requirement. These funds are placed into an account that generates interest income and are used to pay for capital repair projects as needed. At the close of FY 2023/24, the interest-bearing account contained $187,056.
The proposed FY 2025/26 expenditure budget for PMD 122 routine maintenance and operation is $144,647, which is $8,021 above the FY 2024/25 expenditure budget. The full-time equivalent (FTE) position allocated to PMD remains unchanged at 0.50 FTE. The primary reason for the increased expenditure budget in FY 2025/26 is due to increased labor and contractual costs.
The operating budget includes funding for routine maintenance and operation performed by the Department of Public Works as well as contractors, which is all funded by the General Fund. This includes regular maintenance for landscaping, trees, public litter cans, and parking lot/walkway sweeping. Routine maintenance and operation of PMD 122 is funded by the General Fund. There are no planned expenditures for capital repairs funded by property owner contributions for PMD 122 in FY 2025/26.
Pursuant to the 2002 City Council action, staff is recommending the adoption of the subject Resolution of Intention; setting a public hearing date of June 10, 2025, to approve the Director’s Report for FY 2025/26; and the authorization of the publication and posting of the public hearing. The assessments to the property owners cannot be sent out until the Director’s Report is approved at a public hearing. A conference call with the property owners to discuss these requirements has been scheduled for May 12, 2025. Notices for the public hearing will be sent out following adoption of the subject Resolution of Intention.
Staff has previously provided responses to Council questions about the procedures for modifying and dissolving PMD 122 as well as paid parking. Those reports are included as Attachments 4 and 5.
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(4) in that it is a fiscal activity that does not involve any commitment to any specific project which may result in a potential significant impact on the environment.
FISCAL IMPACT
Approval of the proposed assessment maintains the funding source for future capital repairs to parking lots and walkways located within Franklin Square. The City’s General Fund remains as the funding source for routine maintenance and operating costs for the Downtown Parking Maintenance District. The preliminary proposed FY 2025/26 expenditure budget for Parking Maintenance District No. 122 is $144,647 subject to appropriation of funds. If the City Council does not approve charging property owners their portion of the proposed FY 2025/26 assessment of $10,673 as per PMD 22, the property owners will be relieved of this requirement for the fiscal year and will not make any contributions towards future capital repairs.
COORDINATION
This report has been coordinated with the Finance Department and the City Attorney’s Office.
City of Santa Clara Printed on 4/4/2025Page 2 of 3
powered by Legistar™
25-109 Agenda Date: 4/8/2025
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.
RECOMMENDATION
1. Adopt a Resolution of Intention to order that the alternative method for the levy of benefit assessment be made applicable to the City of Santa Clara Parking Maintenance District No. 122;
2. Set a hearing date of June 10, 2025, to approve the Director’s Report FY 2025/26; and
3. Authorize the publication, mailing, and posting of the Notice of Public Hearing as stated in the Resolution of Intention.
Reviewed by: Craig Mobeck, Director of Public Works
Approved by: Jovan Grogan, City Manager
ATTACHMENTS
1. Director’s Report FY 2025/26
2. Notice of Public Hearing
3. Resolution of Intention
4. Agenda Report 22-1672 from January 25, 2022
5. Agenda Report 22-713 from June 21, 2022
City of Santa Clara Printed on 4/4/2025Page 3 of 3
powered by Legistar™
DIRECTOR'S REPORT
CITY OF SANTA CLARA
PARKING MAINTENANCE DISTRICT NO. 122
FISCAL YEAR 2025/26
April 8, 2025
ASSESSMENT FORMULA
Fiscal Year 2025/26
City of Santa Clara, California
Parking Maintenance District No. 122
The formula upon which the annual assessment levy, for the payment of the costs and expenses of maintaining and operating the improvements, and providing funds for future parking lots and associated walkways, exceptional maintenance and improvements, within Parking Maintenance District No. 122, including the costs and expenses incidental thereto, will be apportioned according to benefits among the several lots or parcels of property within the Maintenance District for the Fiscal Year 2025/26 is as follows:
- Costs and expenses are to be shared between the City and property owners as below:
a. City shall pay for the operation and maintenance cost on a 100% basis. b. Property owners shall pay $14,200 annually, less interest from prior years' property owners operation and maintenance assessments as of June 30, 2002, to be kept in a fund to be used towards future exceptional maintenance and improvements of parking lots and associated walkways and appurtenances.
- Each assessment shall be determined on the basis of the gross floor area of the building located upon the lot or parcel of property assessed. - For the purposes of the formula herein, gross floor area shall mean that area computed from the outside dimensions of the building and not excluding corridors and other design features and aggregated for each additional story or mezzanine floor and any basement area.
DIRECTOR'S REPORT
ASSESSMENT for Fiscal Year 2025/26 City of Santa Clara, California
Parking Maintenance District No. 122
I, Craig Mobeck, Director of Public Works for the City of Santa Clara, California, pursuant to the provisions of Section 16.10.490 of the Code of the City of Santa Clara, hereby make this report and following benefit assessment to cover the costs and expenses of maintaining and operating the improvement within Parking Maintenance District No. 122 of said City, including the costs and expenses incidental thereto, to be paid by said Maintenance District.
The amount to be paid therefor by said Maintenance District for the Fiscal Year 2025/26 is as follows:
Expenditures
As
Preliminarily
Approved
As Finally
Approved
Routine Maintenance & Operation $144,647.00 $
Exceptional Maintenance and Repairs $0.00 $ TOTAL COST $144,647.00 $
Funding for FY 2025/26 Expenditures
Exceptional Maintenance & Improvement
From Fund Balance Reserve $0.00 $
Contribution from City General Fund (001) $144,647.00 $ TOTAL $144,647.00 $
Property Owner Assessment
Owner's Annual Assessment $14,200.00 $
Less Accrued Interest of Owner’s Fund
Balance [$3,527.00]
$
TOTAL NET ASSESSMENT $10,673.00 $
(Goes to Fund Balance Reserve)
And I do hereby assess and apportion the amount said costs and expenses, including the costs and expenses incidental thereto, upon the several lots or parcels of property liable therefor and benefited thereby, in proportion to the benefits to be received by such lots or parcels of property, from the maintenance and operation thereof and more particularly set forth in the list hereto attached and by reference made a part hereof.
Each lot or parcel of land is described in the assessment list by reference to its parcel number as shown on the assessor's maps of the County of Santa Clara for the Fiscal Year 2025/26 to the right of the parcel numbers and include all of such parcel.
Dated:_______________ ________________________________ Craig Mobeck, Director of Public Works
BUDGET
Fiscal Year 2025/26
City of Santa Clara, California
Parking Maintenance District No. 122
Expenditures
As
Preliminarily
Approved
As Finally
Approved
Maintenance & Operation: $144,647.00 $ Labor, materials, supplies, and equipment to maintain Parking
Maintenance District No. 122
including, but not limited to water,
sewer, and electrical costs,
sweeping of parking lots and mall
area, maintenance of pavement,
striping, landscaping, mall fountains,
City supervision (50% of labor and
fringe benefits of Street Maintenance
Worker I).
Exceptional Maintenance and
Improvements of Parking Lots
and Associated Walkways
$0.00 $ Repairs to concrete walkways at
multiple locations throughout the
property.
TOTAL COST $144,647.00 $
Funding for FY 2025/26 Expenditure
Owner's Reserve for
Exceptional Maintenance &
Improvement Fund Balance: [$0.00] $
Contribution from City
General Fund (001): [$144,647.00] $
Owner's Annual
Assessment $14,200.00 $
Less Accrued Interest on
Owners' Fund Balance: [$3,527.00] $
Total Net Assessment:
$10,673.00
$
ASSESSMENT
Fiscal Year 2025/26
City of Santa Clara, California
Parking Maintenance District No. 122
Name & Address of Owner
Assessor's
Parcel
Number
(2) As
Finally
Confirmed
(1) As
Preliminarily
Approved
Gross Floor
Area (sq. ft.)
% of Total
Floor Area
Green Valley Corporation
777 N. First Street, 5th Floor
San Jose, CA 95112
269-22-111 $ $2,231.40 13,305.22 20.907
Ramiro Hermosillo Trust
3121 Riddle Rd.
San Jose, CA 95117
269-22-110 $ $1,179.69 7,034.13 11.053
John DeMartini Trustee & Et al.
477 9th Avenue Ste 107
San Mateo, CA 94402
269-22-108 $ $1,427.83 8,513.76 13.378
David DeLozier Trustee
1162 Carmel Way
Santa Clara, CA 95050
269-22-098 $ $1,248.74 7,445.88 11.700
T & I Real Estate Solutions
364 Appian Way
Union City, CA 94587
269-22-103 $ $ 232.67 1,387.35 2.180
Alice May-Wan Chan
20015 Bella Vista
Saratoga, CA 95070
269-22-102 $ $ 134.27 800.59 1.258
Ross L. Peterson Et al.
822 Comstock Drive
Folsom, CA 95630
269-22-105 $ $ 336.09 2,004.02 3.149
ASSESSMENT
Fiscal Year 2025/26
City of Santa Clara, California
Parking Maintenance District No. 122
Name & Address of Owner
Assessor's
Parcel
Number
(2) As Finally
Confirmed
(1) As
Preliminarily
Approved
Gross Floor
Area (sq. ft.)
% of Total
Floor Area
Robert Freitas Et al.
255 Washington Street
Milpitas, CA 95035
269-22-104 $ $ 279.21 1,664.82 2.616
Gillmor Properties LLC
1201 Franklin Mall
Santa Clara, CA 95050
269-22-113 $ $ 360.85 2,151.67 3.381
Thomas Mitchell Trustee & Et al.
16200 Greenwood Lane
Monte Sereno, CA 95030
269-22-106 $ $1,337.65 7,976.00 12.533
Vitarelli Family LP
925 Circle Drive
Santa Clara, CA 95050
269-22-101 $ $ 369.82 2,205.13 3.465
Vitarelli Family LP
925 Circle Drive
Santa Clara, CA 95050
269-22-100 $ $ 206.84 1,233.34 1.938
Gillmor Properties LLC
1201 Franklin Mall
Santa Clara, CA 95050
269-22-115 $ $1,010.63 6,026.07 9.469
Gillmor Properties LLC
1201 Franklin Mall
Santa Clara, CA 95050
269-22-114 $ $ 317.31 1,892.02 2.973
TOTAL
$ $10,673.00 63,640.00 100%
I, the Assistant City Clerk of the City of Santa Clara, hereby certify that the foregoing assessment in the amounts set forth in Column (2) unless Column (2) is blank, in which event the amounts in Column (1) apply, was approved and confirmed by the City Council of said City on
, 2025.
__
Nora Pimentel, MMC
Assistant City Clerk
City of Santa Clara
City of Santa Clara
Notice of Public Hearing Regarding the Levy of Benefit Assessment Applicable to the Santa Clara Parking Maintenance District No. 122, and Approval of Distribution of Director’s Report Fiscal Year 2025/26 NOTICE IS HEREBY GIVEN that the Director of Public Works has requested a report, in writing, to be prepared and filed with the City Clerk, which provides the basis for the levy of benefit assessments for the costs of maintenance and operation on all lots or parcels of property within said maintenance district. Said report sets forth the amounts to be provided in the budget for maintenance and operation; a description of each lot or parcel of property in the maintenance district, by a legal description, assessor's parcel number or other description sufficient to identify the same; and the amount of assessment to be levied for the fiscal year 2025/26 against each lot or parcel of property. Said report is open to public inspection.
Said report will be heard by the City Council at its meeting to be held on Tuesday, June 10, 2025, at 7:00 p.m. or as soon thereafter as the matter may be heard in chambers and virtually, at which time said Council will examine said report and hear all persons interested therein. The City Council meeting will be held both in person in the Council Chambers at 1500 Warburton Avenue and by teleconference. We are providing alternatives to in person attendance for viewing and participating in the hearing. The methods for the public to participate remotely are listed below:
The City of Santa Clara is conducting City Council meetings in a hybrid manner (in-person and continues to have methods for the public to participate remotely).
• Via Zoom:
o https://santaclaraca.zoom.us/j/99706759306
Meeting ID: 997-0675-9306
How to Submit Written Public Comment Before City Council Meeting:
1. Use the eComment tab located on the City Council Agenda page https://santaclara.legistar.com/Calendar.aspx. eComments are directly sent to the iLegislate application used by City Council and staff, and become part of the public record. eComment closes 15 minutes before the start of a meeting.
2. By email to [email protected] by 12 p.m. the day of the meeting. Those emails will be forwarded to the Council and will be uploaded to the City Council Agenda as supplemental meeting material. Emails received after the 12 p.m. cutoff time up through the end of the meeting will form part of the meeting record. Please identify the Agenda Item Number in the subject line of your email.
As always, the public may view the meetings on SantaClaraCA.gov, Santa Clara City Television (Comcast cable channel 15 or AT&T U-verse channel 99), or the livestream on the City’s YouTube channel or Facebook page.
Any interested owner, objecting to the amount of the assessment on any lot or parcel of property owned by him, may file with the City Clerk at or before the hour fixed for hearing a protest, in writing, signed by him, describing the lot or parcel of property so that it may be identified, and stating the grounds of his/her protest, and may appear at said hearing and be heard in regard thereto.
Americans with Disabilities Act (ADA): In accordance with the requirements of Title II of the Americans with Disabilities Act of 1990 ("ADA"), the City of Santa Clara will not discriminate against qualified individuals with disabilities on the basis of disability in its services, programs, or activities, and will ensure that all existing facilities will be made accessible to the maximum extent feasible. The City of Santa Clara will generally, upon request, provide appropriate aids and services leading to effective communication for qualified persons with disabilities including those with speech, hearing, or vision impairments so they can participate equally in the City’s programs, services, and activities. The City of Santa Clara will make all reasonable modifications to policies and programs to ensure that people with disabilities have an equal opportunity to enjoy all of its programs, services, and activities.
Agendas and other written materials distributed during a public meeting that are public record will be made available by the City in an appropriate alternative format. Contact the City Clerk’s Office at 1- 408-615-2220 with your request for an alternative format copy of the agenda or other written materials.
Individuals who require an auxiliary aid or service for effective communication, or any other disability-related modification of policies or procedures, or other accommodation, in order to participate in a program, service, or activity of the City of Santa Clara, should contact the City’s ADA Coordinator at 408-615-3000 as soon as possible but no later than 48 hours before the scheduled event.
Please see the above-mentioned options citizens may participate in the upcoming hearing. Submit written and/or oral comments directly to the City Clerk, 1500 Warburton Avenue, Santa Clara, California, 95050; telephone 408-615-2220.
Resolution of Intention for Alternative Method for the Levy of Benefit Assessment to PMD No. 122 Page 1 of 5 Rev: 7/27/2023
RESOLUTION NO. _____
A RESOLUTION OF THE CITY OF SANTA CLARA, CALIFORNIA, OF INTENTION
TO ORDER THAT THE ALTERNATIVE METHOD FOR THE LEVY OF BENEFIT
ASSESSMENT BE MADE APPLICABLE TO CITY OF SANTA CLARA PARKING MAINTENANCE DISTRICT NO. 122, PROVIDING FOR NO TICE OF HEARING THEREON, APPROVING THE DIRECTOR’S REPORT FOR DISTRIBUTION, AND PROVIDING FOR NOTICE OF HEARING ON DIRECTOR’S REPORT FOR FISCAL YEAR 2025/26
WHEREAS, pursuant to Sections 10107 and 10108 of Chapter 2, Division 12 of the Streets and Highways Code of the State of California, and Chapter 26 of Part 3 of Division 7 of said Code, all as provided in Chapter 16.10 of the Code of the City of Santa Clara, on the 30th day of March, 1965, this Council adopted its Resolution No. 1581, a Resolution creating "City of Santa Clara Parking Maintenance District No. 122" (“Parking Maintenance District”) in the City for the purpose of paying the costs and expenses of acquiring, constructing, reconstructing, installing, extending, enlarging, repairing, improving, maintaining and operating public automobile parking places, covered pedestrian lanes and walkways, fountains, and landscaping therein then existing or thereafter to be constructed in and for the Parking Maintenance District, and of benefit to said maintenance district, but not of benefit to the City of Santa Clara as a whole, including the cost of necessary repairs, replacements, water, fuel, power, gas, electric current, care, supervision and any and all other items necessary for the proper maintenance and operation thereof, and all additions, improvements and enlargements thereto which may thereafter be made;
WHEREAS, said proceedings provided that this Council shall, in addition to all other taxes, annually fix and levy a special assessment tax upon the real property (land and improvements) within the Parking Maintenance District as therein provided, sufficient to raise a determined amount of money to pay all or part of said costs of maintenance and operation; WHEREAS, the Council shall decide whether or not the costs of maintenance and operation of said public improvements shall be borne wholly or partially by the property owners within said Resolution of Intention for Alternative Method for the Levy of Benefit Assessment to PMD No. 122 Page 2 of 5 Rev: 7/27/2023
Parking Maintenance District;
WHEREAS, on the 8th day of April, 1980, this Council adopted its Ordinance No. 1401 providing for an alternative method for annually fixing and levying a special benefit assessment within maintenance districts within the City for said purpose; WHEREAS, on the 16th day of January, 1996, this Council adopted its Resolution No. 6105 ordering that seventy-five (75%) percent of the costs and expenses of maintaining and operating said public improvements beginning with fiscal year 1996-97, within the Parking Maintenance District, including the cost of necessary repairs, replacements, water, fuel, power, gas, electric current, care, supervision and any and all other items necessary for the proper maintenance and operation thereof shall annually be assessed either partly or wholly upon the lots and parcels of property within the Parking Maintenance District benefited thereby in accordance with the formula set forth, and that the City shall be responsible for the balance of the costs and expenses;
WHEREAS, on June 26, 1996, sufficient Ballots were received to approve the continuation of the Parking Maintenance District;
WHEREAS, on the 9th day of July, 2002, this Council, after a public hearing on the determination of the allocation of maintenance and operation costs and annual assessments, passed a motion wherein, due to the benefit to the public and the City of the improvements, the City assumed all future costs for operation and maintenance of Parking Maintenance District No. 122 and the property owners would contribute $14,200 annually, less earned interest on the accumulating balance, to pay for capital repairs of the parking lots and associated walkways; WHEREAS, procedures of approval require the preparation of a Report on how the assessments were prepared and based, notice of hearing, and public hearing on the annual assessments;
WHEREAS, this Council intends to order an alternative method by which annual assessment levies for the payment of said costs and expenses will be apportioned according to special Resolution of Intention for Alternative Method for the Levy of Benefit Assessment to PMD No. 122 Page 3 of 5 Rev: 7/27/2023
benefits among the several lots or parcels of property within the Parking Maintenance District pursuant to Section 16.10.490 and 16.10.500 of the Code of the City of Santa Clara; WHEREAS, the City’s Director of Public Works has made and filed with the City Clerk a written report (“Report”) setting forth the budget, the formula for the annual assessment levy, a description of each lot or parcel of property to be assessed and the amount of the assessment to be levied against each lot or parcel of property in accordance with said formula; and WHEREAS, said Council has duly considered said report and each and every part thereof, and finds that each and every part of said report is sufficient, and that neither said report, nor any part thereof requires or should be modified in any respect.
NOW THEREFORE, BE IT RESOLVED BY THE CITY OF SANTA CLARA AS FOLLOWS:
1. That this Council hereby determines that the costs and expenses of the maintenance and operation of the public automobile parking places, covered pedestrian lanes and walkways, fountains and landscaping within the City of Santa Clara Parking Maintenance District No. 122 cannot be appropriately financed pursuant to Sections 10107 and 10108 of Chapter 2, Division 12 of said Streets and Highways Code, and Chapter 26 of Part 3 of Division 7 of said Code, all as provided in Section 16.05.050 of the Code of the City of Santa Clara. This Resolution is therefore adopted and proceedings are being taken pursuant to Section 16.10.490 and Section
16.10.500 of said Code of the City of Santa Clara to provide for an alternative method for the levy of benefit assessments for said purposes.
2. That it is the intent of this Council to order that an amount of $14,200 less any earned interest on accumulated balance, is needed annually to be assessed towards the costs of capital repairs of the parking lots and associated walkways and thereof shall annually be assessed either partly or wholly upon the lots and parcels of property within said maintenance district benefited thereby in accordance with the formula set forth, and that the City shall be responsible for the costs and expenses of maintaining and operating said public improvements within the Parking Maintenance District, including the cost of necessary repairs, replacements, water, fuel, Resolution of Intention for Alternative Method for the Levy of Benefit Assessment to PMD No. 122 Page 4 of 5 Rev: 7/27/2023
power, gas, electric current, care, supervision and any and all other items necessary for the proper maintenance and operation.
3. That a statement of the formula upon and by which annual assessment levies for the payment of said costs and expenses will be apportioned according to benefits among the several lots or parcels of property within said maintenance district is as follows:
A. Each assessment shall be determined on the basis of the gross floor area of the building located upon the lot or parcel of property assessed.
B. For the purposes of the formula herein, gross floor area shall mean that area computed from the outside dimensions of the building and not excluding corridors and other design features and aggregated for each additional story or mezzanine floor and any basement area.
4. That the City’s Director of Public Works has caused to be prepared and filed with the City Clerk a written report, which provides the basis for the levy of benefit assessments for said capital repairs of the parking lots and associated walkways, and the cost of maintenance and operation on all lots or parcels or property within the Parking Maintenance District. Said report sets forth the amounts to be provided in the budget for maintenance and operation, a description of each lot or parcel of property in the maintenance district, by a legal description, assessor's parcel number or other description sufficient to identify the same, and the amount of assessment to be levied for the fiscal year 2025/26 against each lot or parcel of property. The City Council directs the City Clerk to make the report open to public inspection.
5. NOTICE IS HEREBY GIVEN that Tuesday the 10th day of June, 2025 at the hour of 7:00 p.m. at the regular meeting place of the City Council in the Council Chambers at City Hall, 1500 Warburton Avenue, Santa Clara, California, be fixed as the time and place when and where this Council will hear any and all objections in relation to said alternative method for the levy of benefit assessments and said formula and when and where this Council will examine said report and hear all persons' interest therein. Any interested owner objecting to said alternative method Resolution of Intention for Alternative Method for the Levy of Benefit Assessment to PMD No. 122 Page 5 of 5 Rev: 7/27/2023
for the levy of benefit assessments or to said formula or to the amount of the assessment on any lot or parcel of property owned may file with the City Clerk at or before the hour fixed for hearing an objection, describing the lot or parcel of property owned so that it may be identified, and stating the grounds of objection, and may appear at said hearing and be heard with regard thereto.
6. NOTICE IS HEREBY GIVEN that Monday, the 12th day of May, 2025 at the hour of 4:00 p.m. through 4:30 p.m. a teleconference meeting will be hosted by Dave Staub, Department of Public Works Deputy Director to present and discuss the Director's Report.
7. No written ballots are required to be completed and returned.
8. The City Clerk is hereby authorized and directed to a) post a copy of notice of hearing on or near the Council Chamber door or any bulletin board in or adjacent to the City Hall, and b) publish once in a newspaper of general circulation, and c) mail notice to all property owners located within the District.
9. Effective date. This resolution shall become effective immediately.
I HEREBY CERTIFY THE FOREGOING TO BE A TRUE COPY OF A RESOLUTION PASSED
AND ADOPTED BY THE CITY OF SANTA CLARA, CALIFORNIA, AT A REGULAR MEETING THEREOF HELD ON THE ___ DAY OF _________, 2025, BY THE FOLLOWING VOTE:
AYES: COUNCILORS:
NOES: COUNCILORS:
ABSENT: COUNCILORS:
ABSTAINED: COUNCILORS:
ATTEST: ______________________________
NORA PIMENTEL, MMC
ASSISTANT CITY CLERK
CITY OF SANTA CLARA
Attachments incorporated by reference:
1. Director’s Report FY 2025/26
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
22-1672 Agenda Date: 1/25/2022
REPORT TO COUNCIL
SUBJECT
Update on Discussions with Parking Maintenance District No. 122 - Franklin Square (PMD 122) Property Owners Regarding Council’s Request to Explore Increased Contributions for Operations and Maintenance Costs
COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure
BACKGROUND
Parking Maintenance District No. 122 (PMD 122) was formed in 1965 for the parking lots, arcades, fountains, sidewalks, landscaping, irrigation, lights, and utilities within Franklin Square, which is bounded by Benton Street, Homestead Road (formerly known as Liberty Street), Monroe Street, and Jackson Street. There have been several changes in how maintenance and operations costs have been collected over the years and in 2002 the City Council passed a motion at a public hearing in which the City assumed all future costs for operation and maintenance and in May 2003 adopted Resolution 7026. Under the collection method contained in Resolution 7026, the property owners contribute annually to pay for capital repairs of the parking lot and associated walkways. The fixed annual contribution from the property owners totals $14,200, less the earned interest on the accumulating balance. The accumulated balance in the account is $144,887 as of October 2021.
The City, through the General Fund, is responsible for covering the costs for annual maintenance and operations of PMD 122 and that has continued to be the arrangement through the present day. In FY 2021/22, the City budgeted $138,163 to cover the day-to-day maintenance of PMD 122.
On several occasions Council has discussed the allocation of PMD 122 costs because the City pays for all of the day-to-day maintenance and there was sentiment by some members of the Council that the property owners should pay some of these costs, similar to how PMD 122 was funded prior to 2003. On May 4, 2021, Council directed staff to engage PMD 122 property owners and discuss opportunities for reallocating operations and maintenance costs more equitably between the City and property owners since costs have increased since 2003. Later in this report, the State law process for administering PMD 122 is provided but, in short, any change requires a favorable voter outcome of those impacted by the assessment. It should be noted that regardless of changes to the funding allocations in the PMD, the City is responsible for the upkeep and maintenance of the City-owned improvements at Franklin Square. Absent changes to the funding allocations, only changes to the level of service of upkeep and maintenance could reduce the City’s share of the annual maintenance cost.
DISCUSSION
Staff developed a plan to implement this request which included property owner coordination and City of Santa Clara Printed on 6/8/2022Page 1 of 4
powered by Legistar™
22-1672 Agenda Date: 1/25/2022
engagement, a survey, and follow up with Council.
Property Owner Engagement July 2021
All PMD 122 property owners were contacted and invited to a virtual meeting on July 12, 2021. At this meeting, staff summarized the background of the past and current PMD 122 cost sharing arrangements and the direction from the Council to engage property owners to see if they are amenable to paying a portion of the operations and maintenance costs which have risen over the last 19 years. The property owners conveyed some of their concerns about PMD 122 and were encouraged to propose funding alternatives for consideration and ask questions. A copy of the minutes from the July 12 meeting was distributed to all the property owners following the meeting and can be viewed in Attachment 1.
Survey
Following the meeting, staff developed a series of survey questions designed to gauge property owners’ amenability to contributing to the annual maintenance. In general, the purpose of the survey was to gauge the property owners’ willingness to shift a portion of the PMD 122 operations and maintenance costs to the property owners. A virtual meeting was scheduled for October 21, 2021 to review the draft survey questions with the property owners to ensure that everyone understood the questions and to receive suggestions prior to finalizing the survey and sending it out. Prior to the meeting, the City was contacted by David DeLozier who indicated that the property owners had been discussing this item and were not in support of changing the current cost allocations included in PMD 122. Mr. DeLozier indicated that the property owners would be submitting a petition that would also include the merchants.
Property Owner and Merchant Petition
The property owners and merchants circulated a petition for no changes to PMD 122, which was signed by all the property owners and most of the merchants. The signed petition (Attachment 2) was submitted to staff on October 19, 2021 which made it clear that a survey was not necessary to gauge PMD property owners’ interest in financially contributing to operations and maintenance.
Property Owner Engagement October 2021
All PMD 122 property owners were contacted and invited to a virtual meeting on October 21, 2021.
The initial purpose of the meeting was to review proposed survey questions developed by staff to ensure that the property owners understood the questions and to get their input to see if any of the language needed to be modified to make the questions more clear. At the end of the meeting it was determined that due to the petition from the property owners, there was no need to proceed with the survey. Staff discussed next steps with the property owners in attendance and indicated a report would be prepared for Council at a meeting to take place in early 2022. A copy of the minutes from the October 21 meeting can be viewed in Attachment 3.
During prior meetings, Council had raised questions about the procedures for modifying and dissolving PMD 122. Staff has included the information on both of those processes below.
Process for Modifications to PMD 122
Any decision by the Council to increase the assessment (e.g., to increase the property owners’ share of operation, maintenance, and capital costs or to modify the formula used to calculate the amount of the assessment levied on any individual parcel) must follow the assessment balloting procedure required by Proposition 218. That procedure consists of three basic steps:
City of Santa Clara Printed on 6/8/2022Page 2 of 4
powered by Legistar™
22-1672 Agenda Date: 1/25/2022
(1) Notice to Property Owners - Mailed notice of the proposed modification to the 11 property owners within PMD 122. The notice must contain the following information: the total amount to be assessed across PMD 122; the amount chargeable to each parcel individually; the duration of the payments; the basis upon which the assessment was calculated; the date, time, and location of the public hearing on the proposed modification; and a ballot on which the owner can indicate support for or opposition to the proposed modification. (2) Public Hearing - At least 45 days after the date of the mailed notice, the Council must hold a public hearing to consider protests and tabulate the ballots on the proposed assessment. (3) Ballot Tabulation - Ballots are weighted according to the proportional financial obligation of the affected property. For PMD 122, the assessments are calculated based on the gross floor area of the building(s) on each parcel and therefore the ballots would be weighted accordingly.
If the ballots submitted in opposition exceed the ballots submitted in support, then the City may not impose the modified assessment.
Process for Dissolving PMD 122
Proposition 218 does not govern the dissolution of PMD 122 because dissolution has the effect of eliminating, rather than increasing, the assessment. Therefore, only the City Code and Streets and Highways Code would apply. Under those laws, dissolution is not subject to the approval of property owners within the district. The Council can dissolve the maintenance district by: (1) adopting a resolution of intention to dissolve the district; (2) between 10 and 30 days later, conducting a public hearing on the dissolution; and, (3) adopting a resolution dissolving the district. A resolution dissolving the district would only need a simple Council majority to pass. If Council votes to dissolve PMD 122, extraordinary maintenance activities can continue to utilize PMD 122 assessment funds until the balance is exhausted. After the funds are exhausted the City would be required to fund the extraordinary maintenance in its entirety.
Staff notes that as a practical matter, dissolution would merely eliminate the property owners’ assessments as a funding source for capital improvement costs. Dissolution would not relieve the City’s responsibility for upkeep and maintenance of the City-owned improvements at the Franklin Square Mall. As such, the Council direction to determine how property owners pay more for services offered through PMD 122 would not be achieved.
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(a) as it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment.
FISCAL IMPACT
There is no fiscal impact associated with this report.
COORDINATION
This report has been coordinated with the City Attorney’s Office.
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website City of Santa Clara Printed on 6/8/2022Page 3 of 4
powered by Legistar™
22-1672 Agenda Date: 1/25/2022
and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] <mailto:[email protected]> .
RECOMMENDATION
Note and file this informational report.
Reviewed by: Craig Mobeck, Director of Public Works
Approved by: Deanna J. Santana, City Manager
ATTACHMENTS
1. July 12, 2021 minutes from meeting with PMD 122 property owners
2. Signed petition
3. October 21, 2021 minutes for meeting with PMD 122 property owners City of Santa Clara Printed on 6/8/2022Page 4 of 4
powered by Legistar™
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
22-713 Agenda Date: 6/21/2022
REPORT TO COUNCIL
SUBJECT
Informational Report Regarding Council’s Request to Explore Alternatives to Fund Operations and Maintenance Costs for Parking Maintenance District No. 122 - Franklin Square
COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure
BACKGROUND
Parking Maintenance District No. 122 (PMD 122) was formed in 1965 for the parking lots, arcades, fountains, sidewalks, landscaping, irrigation, lights, and utilities within Franklin Square, which is bounded by Benton Street, Homestead Road (formerly known as Liberty Street), Monroe Street, and Jackson Street. There have been several changes in how maintenance and operations costs have been collected over the years and in 2002 the City Council passed a motion at a public hearing in which the City assumed all future costs for operation and maintenance and in May 2003 adopted Resolution 7026. Under the collection method contained in Resolution 7026, the property owners contribute annually to pay for capital repairs of the parking lot and associated walkways. The fixed annual contribution from the property owners totals $14,200, less the earned interest on the accumulating balance. As of December 31, 2021, the interest-bearing account contained $145,305.
The City, through the General Fund, is responsible for covering the costs for annual maintenance and operations of PMD 122 and that has continued to be the arrangement through the present day. In FY 2022/23, the City proposed a budget of $137,521 to cover the day-to-day maintenance of PMD 122.
On several occasions Council has discussed the allocation of PMD 122 costs because the City pays for all of the day-to-day maintenance and there was sentiment by some members of the Council that the property owners should pay some of these costs, similar to how PMD 122 was funded prior to 2003. On May 4, 2021, Council directed staff to engage PMD 122 property owners and discuss opportunities for reallocating operations and maintenance costs more equitably between the City and property owners since costs have increased since 2003. Staff completed that request and on January 25, 2022, a summary report was provided to Council, (RTC 22-1672, Attachment 1), explaining that the property owners were not in favor of changing the cost allocations of PMD 122.
DISCUSSION
At the Council Meeting on April 19, 2022, there was additional discussion on the topic of increasing PMD 122 costs, so the property owners contribute towards the annual operation and maintenance costs of Franklin Square. Council requested that staff explore alternative funding mechanisms that may assist the City in recovering money for annual maintenance and operations and return to Council with that information. As discussed in the background section staff already spent time working with the property owners over the course of several months. There are no additional options City of Santa Clara Printed on 1/30/2023Page 1 of 3
powered by Legistar™
22-713 Agenda Date: 6/21/2022
to increase contributions since the property owners already expressed to the City that they are not interested in an increase, and increases cannot be assessed unless the property owners agree by ballot. One other option that came up during the April 19, 2022 Council meeting involved the concept of implementing paid parking at Franklin Square.
Currently, the City of Santa Clara does not operate paid parking areas and any consideration of changing to paid parking at Franklin Square would require a study that includes items such as:
· Evaluating on street parking and parking lots that are part of Franklin Square · Obtaining parking counts
· Conducting outreach events with business owners, tenants, adjacent neighborhoods and public
· Evaluating different paid parking strategies and cost ranges · Analyzing options for designing, installing, and maintaining paid parking equipment · Reviewing enforcement strategies and potential costs
· Preparing a financial analysis of improvement costs, maintenance costs, paid parking revenues and potential profits
· Assessing potential impacts to on street parking in adjacent neighborhoods Staff estimates a study like the effort described above could cost up to $150,000 and could take approximately 18 months to complete. The funding source for this effort would be the General Fund so if there is a Council desire to move forward with this type of study then it should be discussed and prioritized during the City’s Priority Setting Session.
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(a) as it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment.
FISCAL IMPACT
There is no fiscal impact associated with this report.
COORDINATION
This report has been coordinated with the City Attorney’s Office.
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] <mailto:[email protected]> or at the
public information desk at any City of Santa Clara public library.
RECOMMENDATION
Note and file this informational report.
City of Santa Clara Printed on 1/30/2023Page 2 of 3
powered by Legistar™
22-713 Agenda Date: 6/21/2022
Reviewed by: Craig Mobeck, Director of Public Works
Approved by: Rajeev Batra, City Manager
ATTACHMENTS
1. Agenda Report 22-1672 from January 25, 2022
City of Santa Clara Printed on 1/30/2023Page 3 of 3
powered by Legistar™
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-110 Agenda Date: 4/8/2025
REPORT TO COUNCIL
SUBJECT
Adoption of a Resolution of Intention for Maintenance District No. 183 - Santa Clara Convention Center Complex
COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure
BACKGROUND
In April 1980, the City Council adopted an ordinance providing an alternative method for annually fixing and levying a special benefit assessment for the maintenance districts in the City of Santa Clara. That ordinance (SCCC Section 16.10.490) was required because Proposition 13 prohibited the City from continuing its prior practice of assessing maintenance costs based upon assessed value.
The ordinance requires that an annual report is prepared for each maintenance district, which would set the budget for the ensuing year and the formula for the annual assessment levy, and provide a description of each property, including the amount of assessment to be levied against each lot.
The original lease agreements between the Redevelopment Agency of the City of Santa Clara, Santa Clara Convention Hotel Limited Partnership (Hotel), and SCCC Associates II (Techmart) provided for the formation of the District. These agreements also served to apportion the funds necessary to maintain and operate the common improvements serving the Convention Center, Hotel, and Techmart. Hudson Techmart Commerce Center L.L.C. currently owns Techmart, Hyatt Regency Santa Clara is the current Hotel owner, and the Convention Center building is owned by the City of Santa Clara. Each of these three parties are responsible for a share of the FY 2025/26 maintenance assessment, which is set by the annual budget.
In June 1986, Council Adopted Resolution 5081 that formed the Santa Clara Convention Center Complex - Maintenance District 183 (MD 183) and established the mechanism for funding maintenance and operations on an annual basis. There are three components of this annual funding.
The first component is the overall cost of maintaining and operating the general infrastructure consisting of things such as pavement, sidewalk, walkways, covered walkways, signs, landscaping etc. The cost for maintaining these items is allocated as follows: 39.64 percent to the City of Santa Clara (City), 22.94 percent to the Hyatt Regency Hotel (Hyatt) and 37.42 percent to Hudson Techmart Commerce Center LLC (Techmart). The second component includes the cost of maintaining and operating permanent parking controls such as fixed signage, electronic signage and other parking related equipment. The costs for these items are allocated 30.04 percent to the City, 22.12 percent to the Hyatt, and 47.84 percent to Techmart.
The third and final component includes the overall costs for maintaining and operating temporary parking controls such as movable barriers, temporary parking attendants and guards, adjustable City of Santa Clara Printed on 4/4/2025Page 1 of 3
powered by Legistar™
25-110 Agenda Date: 4/8/2025
gates, and signage. The costs for these items are allocated 78.72 percent to the City, 10.64 percent to the Hyatt, and 10.64 percent to Techmart.
DISCUSSION
The annual assessment for MD 183 maintains common improvements including, but not limited to, surface and structural parking areas (parking garage), landscaping, roadway, pedestrian bridges, space frames, fountains, and exterior lighting. In addition to the costs of maintaining and operating the common improvements, the proposed total cost includes expenses related to the City’s cost to administer the District, insurance, and utilities.
City staff prepared a draft Director’s Report for FY 2025/26 (Attachment 1), which shows the formula for the annual assessment levy, parcel descriptions, and amount of assessment to be levied against each parcel. Based on that report, the total FY 2025/26 annual budget for MD 183 is $1,993,225 which will be funded through the City ($940,109), Hyatt ($409,460), and Techmart ($643,656). The report has been delivered to each property owner in the District, and a copy has been filed with the City Clerk’s Office. Discussions between staff, property owners and all interested tenants were conducted via email correspondence and at a meeting held on March 5, 2025. A second meeting was held to continue discussions about the Director’s Report on April 2, 2025.
In conjunction with preparing the report, the Council is required to hold a public hearing, prior to which a Notice of Public Hearing (Attachment 2) will be posted and published in the Santa Clara Weekly. As recommended in this report, a Resolution of Intention for Maintenance District No. 183 FY 2025/26 (Attachment 3) has been prepared and sets June 10, 2025 as the public hearing date. If the Council approves the budget on June 10, the confirmed assessments will be sent out by the City for collection.
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(4) in that it is a fiscal activity that does not involve any commitment to any specific project which may result in a potential significant impact on the environment
.
FISCAL IMPACT
The total FY 2025/26 maintenance cost for Maintenance District No. 183 is estimated at $1,993,225 which will be funded by the MD 183 partners. Approval of the assessment would result in the City collecting $1,053,116 in revenue from the Hotel and Techmart to fund the maintenance of common improvements at the Convention Center Complex. The balance of the cost $940,109, would be funded by the City’s General Fund as the owner of the Convention Center building. The funding will be included in the FY 2025/26 Proposed Operating Budget.
COORDINATION
This report has been coordinated with the Finance Department and the City Attorney’s Office.
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a City of Santa Clara Printed on 4/4/2025Page 2 of 3
powered by Legistar™
25-110 Agenda Date: 4/8/2025
Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.
On April 23, 2025, the Notice of Public Hearing for the June 10, 2025 Council meeting will be published in the Santa Clara Weekly. In addition, the notice will be posted at the City Clerk’s Office and mailed to all property owners within the District.
RECOMMENDATION
1. Adopt a Resolution of Intention to order that the alternative method for the levy of benefit assessment be made applicable to the Santa Clara Convention Center Complex Maintenance District No. 183;
2. Set a hearing date of June 10, 2025 to approve the Director’s Report FY 2025/26; and
3. Authorize the publication, mailing, and posting of the Notice of Public Hearing as stated in the Resolution of Intention.
Reviewed by: Craig Mobeck, Director of Public Works
Approved by: Jovan D. Grogan, City Manager
ATTACHMENTS
1. Director’s Report FY 2025/26
2. Notice of Public Hearing
3. Resolution of Intention
4. Proposed Assessment FY 2025/26
City of Santa Clara Printed on 4/4/2025Page 3 of 3
powered by Legistar™
DIRECTOR’S REPORT
CITY OF SANTA CLARA
SANTA CLARA CONVENTION CENTER COMPLEX
MAINTENANCE DISTRICT NO. 183
FISCAL YEAR 2025/2026
4/8/25
COUNCIL APPROVED: (proposed June 10, 2025)
Director of Public Works/City Engineer
2 SANTA CLARA CONVENTION CENTER COMPLEX
MAINTENANCE DISTRICT NO. 183
City of Santa Clara, California
SPECIAL BENEFIT ASSESSMENT for Fiscal Year 2025/2026
DIRECTOR'S REPORT
The Director of Public Works/City Engineer of the City of Santa Clara, California, pursuant to the provisions of Section 16.10.490 of the Code of the City of Santa Clara, hereby make s this report and the following special benefit assessment to cover the costs and expenses of maintaining and operating the improvements within Santa Clara Convention Center Complex Maintenance District No. 183 of said City, including the costs and expenses incidental thereto, to be paid by said Maintenance District.
The amount to be paid therefore by said Maintenance District for the Fiscal Year 2025-26 is as follows:
As Finally Confirmed
Maintenance and Operations $1,590,725
Permanent Parking Controls $15,000
Reserve for Dynamic Parking Controls $387,500
Exceptional Improvements $0
Funds Advanced by and to be Repaid to City $0
TOTAL COST $1,993,225
Less Amount of Surplus From Prior Years:
Convention Center $0
Hyatt Corporation - A Delaware Limited Liability Corporation $0 Hudson Techmart Commerce Center L.L.C $0
Amount of Reserves: $0
Amount of Contribution: $0
BALANCE OF ASSESSMENT $1,993,225
And I do thereby assess and apportion the amount of said costs and expenses, including the costs and expenses incidental thereto, upon the several lots or parcels of property liable therefore and specially benefited thereby, in proportion to the benefits to be received by each lot or parcel of property, from the maintenance and operation thereof and more particularly set forth in the list hereto attached and by reference made a part hereof.
Each lot or parcel of land is described in the assessment list by reference to its parcel number as shown on the assessor's maps of the County of Santa Clara for Effective Roll Year 2025-26 to the right of the parcel numbers and include all of such parcel.
I hereby certify to the best of my professional knowledge and experience that each of the identified benefiting properties located within the District receives a special benefit over and above the benefits conferred to the public at large and that the amount of the assessment is proportional to the benefits specially received or enjoyed by each parcel or property within the District.
Date: ___________________________ _____________________________________________ Director of Public Works
City of Santa Clara
3 SANTA CLARA CONVENTION CENTER COMPLEX
MAINTENANCE DISTRICT NO. 183
City of Santa Clara, California
SPECIAL BENEFIT ASSESSMENT for Fiscal Year 2025-26
DIRECTOR'S REPORT
TABLE 1. BUDGET
Category Estimated
Cost Description Of Category
Maintenance and
Operation
$1,590,725 Labor, materials, supplies and equipment to maintain and operate Maintenance District No. 183 including,
but not limited to water, sewer, electrical and other
utility costs, sweeping of parking lots, maintenance of pavement and sidewalks, pavement striping, signs,
fountains, landscaping, storm drains, lighting, space
frames, parking structure, bridges, other common
improvements, City supervision and management of
maintenance district, insurance, contingencies, and
incidental expenses.
Permanent Parking
Controls
$15,000 Labor, materials, supplies and equipment to maintain and operate fixed directional signs, electronic signs,
automatic vehicle counting devices, cashiering
stations, ticket printer, dispensers, card readers, cashier booths, including regularly scheduled parking
attendants and guards.
Dynamic Parking
Controls
$387,500 Labor, materials, supplies and equipment to maintain and operate movable barriers and barrier placement,
special parking attendants and guards, implementation
of adjustable gates, special directional signs, and
implementation of electronic signs.
Exceptional
Improvements
$0 Special improvement project benefiting special parcel.
Funds Advanced by
and to be Repaid to
City
$0 For deficits which occurred in prior years
TOTAL COST $1,993,225
Less Amount of Surplus From Prior Years:
City of Santa Clara $0
Hyatt Regency Hotel Santa Clara $0
Hudson Techmart Commerce Center L.L.C $0
Amount of Reserves: $0
Amount of Contribution: $0
BALANCE OF ASSESSMENT $1,993,225
4 SANTA CLARA CONVENTION CENTER COMPLEX
MAINTENANCE DISTRICT NO. 183
City of Santa Clara, California
SPECIAL BENEFIT ASSESSMENT for Fiscal Year 2025-26
DIRECTOR'S REPORT
TABLE 2. PROPERTY OWNERS TO BE ASSESSED
Name & Address of Owner
Assessor's
Parcel
Number
As
Preliminarily
Approved
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Santa Clara Convention Center (Convention
Center)
104-55-017 $940,109
Hyatt Corporation as agent of IA Lodging Santa
Clara TRS, L.L.C dba Hyatt Regency Santa Clara
Erin Henry – General Manager
5101 Great America Parkway
Santa Clara, CA 95054
(Hotel)
104-55-005
104-55-012
$409,460
Hudson Techmart Commerce Center L.L.C
Rebecca Agbuya, Senior Director
2055 Gateway Place, Suite 200
San Jose, CA 95110
(Techmart)
104-55-013 $643,656
TOTAL $1,993,225
Also Send Copy of Director’s Report To:
Hyatt Regency Santa Clara
Erin Henry – General Manager
5101 Great America Parkway
Santa Clara, CA 95054
Hudson Techmart Commerce Center L.L.C
Rebecca Agbuya, Senior Director
2055 Gateway Place, Suite 200
San Jose, CA 95110
5 SANTA CLARA CONVENTION CENTER COMPLEX
MAINTENANCE DISTRICT NO. 183
City of Santa Clara, California
SPECIAL BENEFIT ASSESSMENT for Fiscal Year 2025-2026
DIRECTOR'S REPORT
TABLE 3. BUDGET/ASSESSMENT COMPARISON
Budget for Fiscal Year 2024-2025 Budget for Fiscal Year 2025-2026 Total
Assessment
Reduced by
Proportion
From Prior
Year’s Surplus
Net Assessment Total
Assessment
Reduced by
Proportion
From Prior
Year’s Surplus
Net Assessment
City of Santa Clara
(Convention Center)
$840,546 $0 $840,546 $940,109 $0 $940,109
Hyatt Regency Hotel
Santa Clara
$394,614 $0 $394,614 $409,460 $0 $409,460
Hudson Techmart Commerce
Center L.L.C
$627,665 $0 $627,665 $643,656 $0 $643,656
TOTAL $1,862,825 $0 $1,862,825 $1,993,225 $0 $1,993,225
6 SANTA CLARA CONVENTION CENTER COMPLEX
MAINTENANCE DISTRICT NO. 183
City of Santa Clara, California
SPECIAL BENEFIT ASSESSMENT for Fiscal Year 2025-2026
DIRECTOR'S REPORT
TABLE 4. FORMULA FOR ASSESSMENT LEVY
Category Estimated
Expenditure
City of Santa Clara
(Conv. Center)
Hyatt Regency
Hotel Santa Clara
Hudson Techmart
Commerce Center
39.64% 22.94% 37.42%
I. Maintenance and Operations $1,590,725
$630,563 $364,912 $595,250
30.04% 22.12% 47.84%
II. Permanent Parking Controls $15,000 $4,506 $3,318 $7,176
78.72% 10.64% 10.64%
III. Dynamic Parking Controls $387,500 $305,040 $41,230 $41,230
IV. Exceptional Improvements $0 $0 $0 $0
V. Funds Advanced by/to be Repaid to City $0 $0 $0 $0
VI. Surplus Funds from Prior Year $0 $0 $0 $0
TOTAL ASSESSMENT $1,993,225 $940,109 $409,460 $643,656
4I:\MD #183 Convention Center\Assessments\2025April\MD#183 Director's Report 25-26Apr.doc Notice of Public Hearing #183 2025.doc
City of Santa Clara
Notice of Public Hearing Regarding the Levy of Benefit Assessments Applicable to the Santa Clara Convention Center Maintenance District No. 183, and Approval of Distribution of Director's Report Fiscal Year 2025-26
NOTICE IS HEREBY GIVEN that the City Council of the City of Santa Clara has determined and fixed its regularly scheduled meeting of June 10, 2025 at 7:00 p.m., or as soon thereafter as the matter may be heard in chambers and virtually as the location, date and time to conduct a public hearing to consider the passage of a resolution as follows: "a Resolution of the City of Santa Clara, California, approving the levy of benefit assessment upon the Santa Clara Convention Center Complex Maintenance District No. 183, and approving, confirming and adopting Director’s Report for Fiscal Year 2025-2026.”
The purpose of the public hearing is to provide City staff with an opportunity to present the City Council and the public with information concerning the proposed assessments ($1,053,116 total) to the property operators, to pay towards maintenance repairs of the Santa Clara Convention Maintenance District No. 183 and the proposed determination of the City to pay all of the remaining costs ($940,109) for routine maintenance and operation of the property and improvements of the Santa Clara Maintenance District No. 1 83. A total of 3 operators pay for the assessments. The public may submit written comments prior to, or make oral presentations, at the public meeting.
The City of Santa Clara is conducting City Council meetings in a hybrid manner (in -person and continues to have methods for the public to participate remotely).
• Via Zoom:
o https://santaclaraca.zoom.us/j/99706759306
Meeting ID: 997-0675-9306
o Phone 1(669) 900-6833
How to Submit Written Public Comment Before City Council Meeting:
1. Use the eComment tab located on the City Council Agenda page https://santaclara.legistar.com/Calendar.aspx). eComments are directly sent to the iLegislate application used by City Council and staff, and become part of the public record. eComment closes 15 minutes before the start of a meeting.
2. By email to [email protected] by 12 p.m. the day of the meeting. Those emails will be forwarded to the Council and will be uploaded to the City Council Agenda as supplemental meeting material. Emails received after the 12 p.m. cutoff time up through the end of the meeting will form part of the meeting record. Please identify the Agenda Item Number in the subject line of your email. NOTE: Please note eComments and Emails received as public comment will not be read aloud during the meeting.
Americans with Disabilities Act (ADA): In accordance with the requirements of Title II of the Americans with Disabilities Act of 1990 ("ADA"), the City of Santa Clara will not discriminate against qualified individuals with disabilities on the basis of disability in its services, programs, or activities, and will ensure that all existing facilities will be made accessible to the maximum extent feasible. The City of Santa Clara will generally, upon request, provide appropria te aids and services leading to effective communication for qualified persons with disabilities including those with speech, hearing, or vision impairments so they can participate equally in the City’s programs, services, and activities. The City of Santa Clara will make all reasonable modifications to policies and programs to ensure that people with disabilities have an equal opportunity to enjoy all of its programs, services, and activities.
Agendas and other written materials distributed during a public meeting that are public record will be made available by the City in an appropriate alternative format. Contact the City Clerk’s Office at 1 -408-615-2220 with your request for an alternative format copy of the agenda or other written materials.
Individuals who require an auxiliary aid or service for effective communication, or any other disability - related modification of policies or procedures, or other accommodation, in order to participate in a program, service, or activity of the City of Santa Clara, sho uld contact the City’s ADA Coordinator at 408 -615-3000 as soon as possible but no later than 48 hours before the scheduled event.
Please see the above-mentioned options citizens may participate in the upcoming hearing. Submit written and/or oral comments directly to the City Clerk, 1500 Warburton Avenue, Santa Clara, California, 95050; telephone 408-615-2220.
Nora Pimentel, Assistant City Clerk
Resolution of Intention for MD No. 183 for FY 2025-26 and Set Public Hearing for June 10, 2025 Page 1 of 5 Rev: 7/27/2023
RESOLUTION NO. __________
A RESOLUTION OF THE CITY OF SANTA CLARA,
CALIFORNIA OF INTENTION TO ORDER THAT THE
ALTERNATIVE METHOD FOR THE LEVY OF BENEFIT
ASSESSMENT BE MADE APPLICABLE TO CITY OF SANTA
CLARA CONVENTION CENTER COMPLEX MAINTENANCE
DISTRICT NO. 183, PROVIDING FOR NOTICE OF HEARING
THEREON, APPROVING THE DISTRIBUTION OF THE
DIRECTOR’S REPORT, AND PROVIDING FOR NOTICE OF
HEARING ON DIRECTOR’S REPORT FOR FISCAL YEAR 2025-
26 WHEREAS, pursuant to Chapter 16.10 of "The Code of the City of Santa Clara, California” ("City Code"), the City Council of the City of Santa Clara, California ("Council") adopted Resolution No. 5081 on June 3, 1986, creating "City of Santa Clara Convention Center Complex Maintenance District No. 183" ("District") in the City of S anta Clara, California ("City").
Resolution No. 5081 also ordered that the costs and expenses of maintaining and operating the on-site public improvements ("Public Improvements") on the property within the District, including the cost of necessary repairs , replacements, fuel, power, electrical current, care, supervision and any and all other items necessary for the proper maintenance and operation of the Public Improvements be raised by the levy of an annual special benefit assessment apportioned according to special benefits conferred among the parcels of property within the District in accordance with a formula set forth in Resolution No. 5081, and in accordance with and pursuant to the provisions for the alternative method for the levy of benefit assessm ents in maintenance districts in the City as provided in the City Code; WHEREAS, the Council adopted Ordinance No. 1401 on April 8, 1980, which provided for an alternative method for annually fixing and levying a special benefit assessment within maintenance districts located in the City for said purpose; WHEREAS, in the opinion of this Council, the annual costs of maintenance and operation of the Public Improvements shall be appropriately financed pursuant to the provisions of Ordinance No. 1401 and Resolution No. 5081 and related provisions of the City Code; Resolution of Intention for MD No. 183 for FY 2025-26 and Set Public Hearing for June 10, 2025 Page 2 of 5 Rev: 7/27/2023
WHEREAS, pursuant to the provisions of Resolution No. 5081, the City's Director of Public Works has made and filed with the City Clerk a written report ("Director’s Report") setting forth the budget, t he formula for the annual assessment levy, a description of each lot or parcel of property to be assessed and the amount of the assessment to be levied against each lot or parcel of property in ac cordance with said formula for Fiscal Year 2025-26. The cost s of operation, maintenance, and servicing of improvements to be funded by the District are apportioned to each parcel in proportion to the special benefit it receives; WHEREAS, City Staff met with the affected property owners on March 5 and April 2, 2025 to discuss the Director’s Report;
WHEREAS, Articles XIIIC and XIIID of the California Constitution (Proposition 218) requires majority approval of the property owners within the District for any increase in the rate used to calculate the assessmen t or chan ges in the methodology by which the assessment is calculated, if that change increases the amount of the assessment imposed on any person or parcel;
WHEREAS, the Director’s Report, Ballot, and public hearing notice are to be sent out at least 45 days in advance of the public hearing to all property owners, and any tenants within the District who are responsible for paying each assessment;
WHEREAS, in the event of an assessment that is greater than any previous assessment, a majority weighted vote of the Ballots (weighting determined by an amount of assessment paid), must be received in order to approve any proposed increase in assessment; WHEREAS, for Fiscal Year 2025-26, the assessments are increasing and therefore, Proposition 218 requirements do apply; and
WHEREAS, the Council has duly considered the Director’s Report and finds that it is sufficient and does not require modification.
NOW THEREFORE, BE IT RESOLVED BY THE CITY OF SANTA CLARA AS FOLLOWS:
Resolution of Intention for MD No. 183 for FY 2025-26 and Set Public Hearing for June 10, 2025 Page 3 of 5 Rev: 7/27/2023
1. That the recitals set forth above are true and correct and by this reference , the Council makes them a part hereof.
2. That the public interest and convenience require and this Council hereby orders that the costs and expenses of acquiring, constructing, reconstructing, installing, extending, enlarging, repairing, improving, maintaining and operating the Public Improvements now existing or hereafter to be constructed in and for the District which benefit the District as a whole, including the cost of necessary repairs, replacements, water, fuel, pow er, gas, electric current, care, supervision and any and all other items necessary for the proper maintenance and operation thereof, and of all additions, improvements and enlargements thereto which may hereafter be made, be raised by an annual special benefit asse ssment in accordance with and pursuant to the provisions for the alternative method for the levy of benefit assessments in maintenance districts in the City, as provided in Section 16.10.490 and Section 16.10.500 of the City Code, on all lots or parcels of property within the District.
3. That the costs and expenses of maintaining and operating the Public Improvements within the District shall annually be assessed, either partly or wholly, upon the benefited lots and parcels of property within the District by apportioning the costs and expenses according to benefits in proportion to the special benefits received by each lot or parcel of property within the District in accordance with the formula set forth in EXHIBIT "B" of Resolution No. 5081.
4. That the Ci ty Manager caused a budget to be prepared for the costs of the expenses of maintaining and operating the Public Improvements during fiscal year 2025-26 and the Director of Public Works prepared and filed a Director’s Report with the City Clerk which provid es the basis for the levy of benefit assessments for the cost of maintenance and operation on all lots or parcels of property within the District.
5. NOTICE IS HEREBY GIVEN that on Tuesday, June 10, 2025 at 7:00 p.m., at its regular meeting place in the Co uncil Chambers at City Hall, 1500 Warburton Avenue, Santa Clara, California, the Council will hold a public hearing during which it will hear any and all evidence Resolution of Intention for MD No. 183 for FY 2025-26 and Set Public Hearing for June 10, 2025 Page 4 of 5 Rev: 7/27/2023
and protests relating to said alternative method for the levy of benefit assessments and said formula for the District , and if the assessment is greater than any previous assessment, certify any ballots received and determine any weighted vote necessary, examine said Director’s Report and hear all persons interested therein. Any interested propert y owner, who objects to the alternative method for the levy of benefit assessments, the formula, or to the amount of the assessment on any lot or parcel of property owned by him/her, may file a signed written protest with the City Clerk before the commence ment of the Council meeting during which the public hearing will be held, describing the lot or parcel of property owned by him/her so that it may be identified and stating the grounds of his/her protest. The property owner may appear at the hearing and be heard with regard to his/her protest.
6. The City Clerk is hereby authorized and directed to a) post a copy of notice of hearing on or near the Council Chamber door or any bulletin board in or adjacent to the City Hall and b) publish a copy of notice of hearing at least once in a newspaper of general circulation, pursuant to City Code Section 16.10.490(p).
7. The Director of Public Works is hereby authorized and directed to give notice of said hearing by mailing a copy of this Resolution of Intention and D irector's Report, postage prepaid to record owners of any lot or parcel of property subject to a benefit assessment to pay said costs of maintenance and operation, as determined by the last assessment roll. This Resolution will be available for public insp ection in the City Clerk's office; and said mailing shall be done at least forty-five (45) days, and posting and publication shall be completed not less than ten (10) days, prior to the date fixed (June 10, 2025) for the hearing.
Resolution of Intention for MD No. 183 for FY 2025-26 and Set Public Hearing for June 10, 2025 Page 5 of 5 Rev: 7/27/2023
8. Effective date. This resolution shall become effective immediately.
I HEREBY CERTIFY THE FOREGOING TO BE A TRUE COPY OF A RESOLUTION PASSED
AND ADOPTED BY THE CITY OF SANTA CLARA, CALIFORNIA, AT A REGULAR MEETING THEREOF HELD ON THE ___ DAY OF _________, 2025, BY THE FOLLOWING VOTE:
AYES: COUNCILORS:
NOES: COUNCILORS:
ABSENT: COUNCILORS:
ABSTAINED: COUNCILORS:
ATTEST: __________________________
NORA PIMENTEL, MMC
ASSISTANT CITY CLERK
CITY OF SANTA CLARA
Attachments incorporated by reference:
1. Director’s Report
City of Santa Clara
Proposed FY 2025-26
Assessment
RTC #25-110
REPORT TO COUNCIL
SUBJECT
Proposed Assessment for the Santa Clara Convention Center Complex, Maintenance District No.183
Proposed FY 2025-26 Assessment
Entity Amount Less Prior
Years’
Surplus
Total
City of Santa Clara (Convention Center): $940,109 (0) $940,109 Hyatt Regency Hotel Santa Clara: $409,460 (0) $409,460
Hudson Techmart Commerce Center LLC $643,656 (0) $643,656 TOTAL $1,993,225 $1,993,225
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-295 Agenda Date: 4/8/2025
REPORT TO COUNCIL
SUBJECT
Action to Restructure the Neighborhood University Relations Committee from a Committee comprised of three City Councilmembers to a seven member Committee, to be comprised of two City Councilmembers; two members of Santa Clara University staff, one Santa Clara University student, one neighborhood resident; and one property owner representative.
COUNCIL PILLAR
Enhance Community Engagement and Transparency
BACKGROUND
The current Neighborhood University Relations Committee was formed in 2006 when the Santa Clara University/City Liaison Committee and the Neighborhood University Relations Committee (NURC) were combined because of their overlapping subject areas. The re-formed NURC was envisioned as a forum for on-going communication and problem solving among the three appointed Councilmembers, supporting City staff, neighborhood residents, property owners and Santa Clara University officials and students.
On June 23, 2009, former Mayor Mahan requested three NURC meetings per year (October/November, February, and April) as it was agreed that more time was needed for dialogue between the residents and the students.
At the October 16, 2023 NURC, City Council Committee members and the one community member present discussed their interest to change NURC meetings in order for it to be a more effective forum. At the July 11, 2024 NURC meeting, staff provided background regarding the formation and purpose of NURC as a body.
At the December 2, 2024 NURC meeting, staff shared formats other communities use for coordination and partnership between universities, neighborhoods and residents. Each of the models were more inclusive than NURC’s current structure, which is comprised only of City Councilmembers.
While Santa Clara University staff and residents regularly attend, they do not have representation as Committee members. The Committee discussed the benefits of having a more inclusive structure with added membership to include University staff, student, property owner, and neighborhood representation.
At the February 24, 2025 NURC, staff proposed restructuring the Committee to include seven Committee members.
DISCUSSION
In alignment with the goal of a more inclusive Committee structure that would reflect the diverse City of Santa Clara Printed on 4/4/2025Page 1 of 3
powered by Legistar™
25-295 Agenda Date: 4/8/2025
interests and topics of collaboration that arise in the community, at their February 24, 2025 meeting, NURC recommended that the City Council change the current structure of the NURC from three Committee members who are City Councilmembers to a structure that would be comprised of seven Committee members including:
· Two City Councilmembers
· Two Santa Clara University staff
· One Santa Clara University student
· One Resident from the Old Quad neighborhood (Attachment #2), which is adjacent to the University
· One property owner/landlord representative
As further recommended by NURC, the City Council would continue to make its appointments of Councilmembers to this Committee annually, as occurs with all Committees. Additionally, Santa Clara University would designate its two staff members and student representatives and they would then be formally appointed by the City Council. After a recruitment process, the neighborhood resident and property owner/landlord representative would be selected and appointed by the City Council. All Committee members would serve four-year terms. Recognizing that student and other Committee members may not be able to serve four years, recruitment and re-appointment for replacement Committee members may occur with greater frequency as needed.
A restructuring of the NURC requires the approval of the City Council, and action on this item would formalize the proposed restructure.
Should the City Council approve the restructure as proposed, recruitments for the neighborhood representative and property owner/landlord representative would occur in the May/June timeframe with City Council appointments occurring in the late summer/early Fall in order to seat the new Committee members before the Fall NURC meeting on October 20, 2025.
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(a) as it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment.
FISCAL IMPACT
There is no fiscal impact to the City other than staff time.
COORDINATION
This report has been coordinated with the Community Development Department and City Manager’s Office.
PUBLIC CONTACT
City of Santa Clara Printed on 4/4/2025Page 2 of 3
powered by Legistar™
25-295 Agenda Date: 4/8/2025
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.
RECOMMENDATION
Approve the restructuring of the Neighborhood University Relations Committee from a Committee comprised of three City Councilmembers to a seven member Committee, to be comprised of two City Councilmembers; two members of Santa Clara University staff, one Santa Clara University student, one neighborhood resident; and one property owner representative and authorize and direct staff to take all necessary and appropriate actions to implement the restructuring.
Reviewed by: Reena Brilliot, Director of Economic Development and Sustainability Approved by: Jovan Grogan, City Manager
ATTACHMENTS
1. Resolution to Restructure Neighborhood University Relations Committee
2. Map of Old Quad Neighborhood
City of Santa Clara Printed on 4/4/2025Page 3 of 3
powered by Legistar™
Resolution/Restructure NURC Page 1 of 3
Rev: 3/24/2025
RESOLUTION NO. _____
A RESOLUTION OF THE CITY OF SANTA CLARA, CALIFORNIA
TO RESTRUCTURE THE NEIGHBORHOOD UNIVERSITY
RELATIONS COMMITTEE (NURC) FROM A COMMITTEE
COMPRISED OF THREE CITY COUNCILMEMBERS TO A SEVEN
MEMBER COMMITTEE, TO BE COMPRISED OF TWO CITY
COUNCILMEMBERS; TWO MEMBERS OF SANTA CLARA
UNIVERSITY STAFF AND ONE STUDENT, ONE NEIGHBORHOOD
RESIDENT; AND ONE PROPERTY OWNER REPRESENTATIVE
WHEREAS, The current Neighborhood University Relations Committee was formed in 2006 when the Santa Clara University/City Liaison Committee and the Neighborhood University Relations Committee (NURC) were combined because of their overlapping subject areas. The re-formed NURC was envisioned as a forum for on-going communication and problem solving among the three appointed Councilmembers, supporting City staff, neighborhood residents, property owners and Santa Clara University officials and students; WHEREAS, On June 23, 2009, former Mayor Mahan requested three NURC meetings per year (October/November, February, and April);
WHEREAS, at the October 16, 2023 NURC, City Council Committee members and the one community member present discussed their interest to change NURC meetings in order for it to be a more effective forum;
WHEREAS, at the December 2, 2024 NURC meeting, staff shared formats other communities use for coordination and partnership between universities, neighborhoods and residents. Each of the models were more inclusive than NURC’s current structure, which includes three City Councilmember participants. While Santa Clara University staff and residents regularly attend, they do not have representation as Committee members. The Committee discussed the benefits of having a more inclusive structure with added membership to include University staff, student, property owner, and neighborhood representation; and
Resolution/Restructure NURC Page 2 of 3
Rev: 3/24/2025
WHEREAS, at their February 24, 2025 meeting, NURC recommended that the City Council change the current structure of the NURC to be more inclusive of stakeholders and restructure NURC from three Committee members who are City Councilmembers to a structure that would be comprised of seven Committee members including two City Councilmembers, two Santa Clara University staff, one Santa Clara University student, one resident from the Old Quad neighborhood, and one property owner/landlord representative. NURC recommended that the Santa Clara University staff and student be designated by Santa Clara University and that the neighborhood representative and property owner/landlord representative Committee members be selected by the City Council, with all Committee members appointed by the City Council.
NOW THEREFORE, BE IT RESOLVED BY THE CITY OF SANTA CLARA AS FOLLOWS:
1. That ...
A. The NURC be restructured from a Committee comprised of three City Councilmembers to a seven member Committee, to be comprised of two City Councilmembers; two members of Santa Clara University staff and one Santa Clara University student, one neighborhood resident from the Old Quad neighborhood; and one property owner representative.
B. The Santa Clara University staff and student participating in NURC will be designated by Santa Clara University and the neighborhood representative and property owner/landlord representative participating in NURC will be selected by the City Council. All Committee members will be appointed by the City Council.
C. All Committee members would serve four-year terms. Recognizing that student and other Committee members may not be able to serve four years, recruitment and re- appointment for replacement Committee members may occur with greater frequency as needed.
Resolution/Restructure NURC Page 3 of 3
Rev: 3/24/2025
2. Effective date. This resolution shall become effective immediately.
I HEREBY CERTIFY THE FOREGOING TO BE A TRUE COPY OF A RESOLUTION PASSED
AND ADOPTED BY THE CITY OF SANTA CLARA, CALIFORNIA, AT A REGULAR MEETING THEREOF HELD ON THE ___ DAY OF _________, 2025, BY THE FOLLOWING VOTE:
AYES: COUNCILORS:
NOES: COUNCILORS:
ABSENT: COUNCILORS:
ABSTAINED: COUNCILORS:
ATTEST: ______________________________
NORA PIMENTEL, MMC
ASSISTANT CITY CLERK
CITY OF SANTA CLARA
Attachments incorporated by reference:
1. OLD QUAD NEIGHBORHOOD MAP
S:\Attorney\RESOLUTIONS\Form Resolution-City.doc
Newhall
\ BOXWOOD OR
g
~ TULIP RD
s\ll-lNY VISTA DR
2001
Y Mineta Norma n ·
San Jose
Internatlon a . I Airport
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-303 Agenda Date: 4/8/2025
REPORT TO COUNCIL
SUBJECT
Action on Authorizing the City Manager to Negotiate and Execute the Transmission Owner Rate Case Program Agreement with the Northern California Power Agency to Provide Support Services in Transmission Owner Rate Cases on behalf of Silicon Valley Power
COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure
BACKGROUND
The City of Santa Clara’s electric utility, Silicon Valley Power (SVP), is connected to the California Independent System Operator (CAISO) grid. In California, while the flow of energy on the transmission grid is controlled by the CAISO, three investor-owned utilities (IOUs) own a majority of the transmission grid: Pacific Gas and Electric (PG&E), Southern California Edison (SCE), and San Diego Gas & Electric (SDG&E). Transmission owners, like PG&E, SCE, and SDG&E, are required to develop and file Transmission Owner Tariffs (TO Tariff), which describe the terms and conditions for wholesale customers to access the transmission system at the Federal Energy Regulatory Commission (FERC). In addition, transmission owners are required to file a Transmission Revenue Requirement (TRR) at the FERC demonstrating the transmission owner is providing transmission services at just and reasonable rates. The TRR is the total cost of construction, maintenance, and operation of the transmission system, including the return on investment and depreciation. The TO Tariff and TRR must be approved by the FERC. The collective TRRs from participating transmission owners in the CAISO region sets the CAISO Transmission Access Charge (TAC), which is charged to load-serving entities such as SVP.
SVP, along with other CAISO stakeholders, can intervene as a party in the FERC transmission owner's rate cases to ensure the TRR filed by the transmission owner is just and reasonable. These rate cases typically require significant amounts of time and involve legal representation, forensic accountants to review transmission revenue requirements, and expert witnesses at rate hearings.
Historically, SVP has relied on joint action agencies such as the Transmission Agency of Northern California (TANC) and the Northern California Power Agency (NCPA) to participate as a stakeholder in the rate cases because of their expertise and resources to manage transmission rate cases and their ability to share the cost of such participation among their members.
In March 2024, the NCPA formally created a Transmission Owner Rate Case Program to formalize NCPA’s participation in transmission owner rate cases and for the NCPA members to reimburse the NCPA for costs incurred.
DISCUSSION
As the TANC is no longer participating as a stakeholder in transmission owner rate cases, SVP City of Santa Clara Printed on 4/4/2025Page 1 of 3
powered by Legistar™
25-303 Agenda Date: 4/8/2025
desires to participate in the NCPA Transmission Owner Rate Case Program to take advantage of NCPA’s resources and subject matter expertise to manage transmission owner rate cases. The NCPA will also assist with the coordination efforts with other stakeholders such as the California Public Utilities Commission and Six Cities (six Southern California publicly owned utilities (POUs) that are also part of the CAISO grid).
Services provided under the Transmission Owner Rate Case Program include but are not limited to:
(i) representing the interests of the participants by monitoring, analyzing, and participating in transmission owner rate cases before the FERC, including any appeals, (ii) engaging in other related filings and industry developments that affect the cost or provision of transmission services under the Transmission Owner Rate Case Program, and (iii) engaging in other transmission cost related activities as may be approved by the participants.
On August 22, 2024, the FERC approved a settlement of 3 PG&E transmission owner rate cases.
This settlement will result in a refund of nearly $1 billion plus interest to transmission customers, including SVP. The refund will be distributed over time through CAISO and will offset a portion of SVP’s transmission access charges. Without the intervention in transmission owner rate cases, these refunds would not occur.
Under the agreement, each participant who elects to join the program will be obligated to pay its equitable share of costs associated with NCPA’s provision of services. This equitable share is based on each participating member's share of the total program participant load. In this case, SVP’s program participant percentage will be 63.55%. The Transmission Owner Rate Case Program Agreement may be amended from time to time if new participants are added to the program or when existing participants withdraw participation. In such cases, SVP’s cost share may also be adjusted.
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to section 15378(b)(5) of Title 14 of the California Code of Regulations in that it is an administrative activity that will not result in direct or indirect physical changes in the environment.
FISCAL IMPACT
The annual cost will be based on the estimated level of effort anticipated for the year and included as part of the annual NCPA budget development process. The estimated cost will be included in the annual NCPA budget which will be approved by the NCPA Commission. SVP’s share of the NCPA budget will be included in SVP’s recommended budget.
COORDINATION
This report has been coordinated with the Finance Department and City Attorney’s Office.
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.
City of Santa Clara Printed on 4/4/2025Page 2 of 3
powered by Legistar™
25-303 Agenda Date: 4/8/2025
RECOMMENDATION
1. Authorize the City Manager or designee to negotiate and execute the Transmission Owner Rate Case Program Agreement (Agreement) with the Northern California Power Agency, subject to the review and approval as to form by the City Attorney; and
2. Authorize the City Manager or designee to take any actions as necessary to implement and administer the Agreement and to negotiate and execute amendments to those agreements to allow for program changes and changes in participation, subject to the review and approval as to form by the City Attorney.
Reviewed by: Manuel Pineda, Chief Electric Utility Officer Approved by: Jovan D. Grogan, City Manager
City of Santa Clara Printed on 4/4/2025Page 3 of 3
powered by Legistar™
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-276 Agenda Date: 4/8/2025
REPORT TO COUNCIL
SUBJECT
Informational Report on the City's Annual Earth Day/Arbor Day Celebration
COUNCIL PILLAR
Promote Sustainability and Environmental Protection
BACKGROUND
The Arbor Day Foundation is a nonprofit conservation and education organization with a mission to inspire people to plant, celebrate and nurture trees. It was founded in 1972 to celebrate the 100th anniversary of the first Arbor Day. Through its Tree City USA program, over 3,600 cities and towns are honored as Tree City USA communities for their commitment to planting and nurturing trees. The Growth Award was created to recognize those communities that demonstrate higher levels of tree care and environmental stewardship. This award recognizes innovative programs and projects as well as increased commitment of resources for urban forestry.
DISCUSSION
Since the inception of the Municipal Tree Program in 1960, Santa Clara has maintained a commitment to manage, preserve, and expand trees in our urban forest. The City of Santa Clara has been designated a Tree City USA community for 37 consecutive years. In addition, through various annual activities aimed at supporting and maintaining our sustainable municipal forestry program, the City has been presented with the Growth Award 24 times. Towns and cities who have been recognized as a Tree City USA or with the Growth Award take great pride in this distinction.
In 2024, the City of Santa Clara met all criteria to maintain Tree City USA status and receive another Growth Award for our municipal tree maintenance and preservation program. The Department of Public Works (DPW) expects to receive this important recognition once again and is awaiting official confirmation from the Arbor Day Foundation.
Each year on Earth Day and Arbor Day, people across the country show their support for environmental protection and reflect on the important role that trees play in our world. Trees help clean our air, reduce the effects of climate change, provide habitat for wildlife, and help save energy.
DPW is organizing its annual Earth Day/Arbor Day Celebration which will take place at the Central Park Pavilion on Thursday, April 10, 2025, from 10 a.m. - 2 p.m. This community event will feature a stage performance and various youth activities aimed at increasing environmental awareness efforts and celebrating our earth and our community’s commitment to protecting it.
ENVIRONMENTAL REVIEW
This is an information report only and no action is being taken by the City Council and no environmental review under the California Environmental Quality (“CEQA”) is required.
City of Santa Clara Printed on 4/4/2025Page 1 of 2
powered by Legistar™
25-276 Agenda Date: 4/8/2025
FISCAL IMPACT
There is no fiscal impact other than staff time for preparing this report.
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.
RECOMMENDATION
Note and File the Informational Report on the City's Annual Earth Day/Arbor Day Celebration Reviewed by: Craig Mobeck, Director of Public Works
Approved by: Jovan Grogan, City Manager
City of Santa Clara Printed on 4/4/2025Page 2 of 2
powered by Legistar™
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-405 Agenda Date: 4/8/2025
REPORT TO COUNCIL
SUBJECT
Informational Report on 2025 Q1 Legislative Updates
COUNCIL PILLAR
Enhance Community Engagement and Transparency
BACKGROUND
On October 9, 2018, the City Council adopted Resolution No. 18-8611 to approve a Legislative Advocacy Position (LAP) Policy. The LAP Policy establishes guidelines for advancing City goals and positions through legislative review and advocacy at the regional, state, and federal levels of government. The policy also provides guidance for City officials who serve on regional, State, and national boards, committees, and commissions when they are asked to review public policy matters and issues.
The Council is required to annually adopt or update LAPs at the beginning of the calendar year to identify specific legislative priorities outside of the LAP Policy’s legislative guiding principles. On February 25, 2025, the City Council adopted eleven (11) LAPs that were updated for 2025 on the following key issues:
· Broadband, Cable Services, and Wireless Facilities
· Community Services
· Emergency Management
· Energy Legislation, Regulations and Issues
· Housing
· Human Resources and Public Sector Employment
· Public Safety
· Regional Issues and Collaboration
· Sustainability and Environmental Protection
· Transportation Issues
· Water Supply and Conservation
The LAP Policy includes the following procedures that streamline the City’s legislative review and advocacy process:
· If the City Council has previously adopted a policy directly relevant to the legislation or the proposed legislation is generally consistent with the City’s overall guiding principles for legislative advocacy or LAP, the Mayor or City Manager may sign a letter supporting or opposing legislation on behalf of the City.
City of Santa Clara Printed on 4/4/2025Page 1 of 3
powered by Legistar™
25-405 Agenda Date: 4/8/2025
· In order to keep the City Council informed of all City communications on legislation, copies of the letter or summary of actions will be distributed to the City Council as information items in the Council Meeting Agendas.
· Staff will provide and/or coordinate quarterly legislative updates on public policy items of interest to the City Council and departments.
In coordination with staff, the City’s legislative advocacy consultant, Townsend Public Affairs, Inc. (Townsend), tracks and monitors legislation and advocates the City’s position on various legislation at the State and federal levels of government. This report provides an update on such efforts.
DISCUSSION
A 2025 Q1 Legislative Update prepared by Townsend summarizes key State and federal updates that have occurred recently (Attachment 1). Townsend has also provided a 2025 Q1 Legislative Bill Matrix that outlines key State legislation that staff and Townsend are tracking (Attachment 2). The bills are grouped under their respective LAP and a summary has been provided for each bill.
City action on legislative items for the quarter is documented in the 2025 Q1 Legislative Action Summary (Attachment 3), along with copies of legislative letters, in accordance with the LAP Policy requirement to provide copies of the letters or a summary of actions to City Council.
ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(5) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment.
FISCAL IMPACT
The City has an existing agreement with Townsend Public Affairs for State and federal legislative advocacy services. Townsend’s services which are described in this report are included in the consultant’s monthly service fee.
COORDINATION
This report has been coordinated with Townsend Public Affairs and the City Attorney’s Office.
PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.
RECOMMENDATION
Note and file the informational report on 2025 Q1 legislative updates.
Reviewed by: Christine Jung, Deputy City Manager
City of Santa Clara Printed on 4/4/2025Page 2 of 3
powered by Legistar™
25-405 Agenda Date: 4/8/2025
Approved by: Jovan D. Grogan, City Manager
ATTACHMENTS
1. 2025 Q1 Legislative Update by Townsend Public Affairs
2. 2025 Q1 Legislative Bill Matrix
3. 2025 Q1 Legislative Action Summary
City of Santa Clara Printed on 4/4/2025Page 3 of 3
powered by Legistar™
M E M O R A N D U M
To: City of Santa Clara
From: Townsend Public Affairs
Casey Elliott, Vice President
Date: March 25, 2025
Subject: Q 1
Legislative Update
February 21 marked the deadline for introducing new bills in the Legislature, officially concluding the 2025 bill introduction period. Over the course of two months, lawmakers submitted a total of 2,350 measures for consideration—850 bills from the Senate and 1,500 from the Assembly.
This year, legislators are operating under new bill limits aimed at streamlining the legislative process. The Senate and Assembly have reduced their respective caps to 35 bills per member, over the course of the two-year session, down from previous limits of 40 in the Senate and 50 in the Assembly. These adjustments are intended to promote a more focused set of policy priorities and enhance the efficiency of the legislative process.
With the introduction period now closed, the Legislature shifts its attention to the next phase:
policy committee hearings, where bills will undergo their first formal review. In the coming weeks, hundreds of measures will be examined in policy and fiscal committees, helping shape the year's legislative agenda. Committees have already begun holding informational and oversight hearings in preparation for evaluating the newly introduced proposals.
Update on State Revenues and Budget Implications
The Legislative Analyst’s Office (LAO) reported potential higher -than-expected revenues for 2024-25, with estimates suggesting $4.4 billion above the Governor’s Budget projections for 2024-25 and $2.4 billion above for 2025- 26. This increase is primarily driven by stock market gains boosting high- income tax collections, though corporate and sales tax revenues remain weaker.
Despite this, the net budget impact may be limited. Much of the additional revenue must go to schools and reserves, and higher revenues in 2025- 26 could reduce planned rainy -day fund withdrawals.
The LAO warns that stock market sustainability and inflation risks remain uncertain and advises policymakers to interpret revenue forecasts with caution. Their new forecasting guidelines emphasize:
• Expect multi-billion-dollar variances in state revenue forecasts. • Focus on larger trends rather than smaller differences in projections. • Weigh upside and downside risks when planning.
T -WNSEND
PUBLIC AFFAIRS
EST TPA 1998
• Be cautious in interpreting early-year tax collection trends. • Recognize that revenues and the economy do not always align.
Reinforcing the LAO’s findings, in their most recent monthly Finance Bulletin, the Department of Finance indicated that February’s General Fund cash receipts were $2.3 billion, or 24.9%, above the Governor’s Budget forecast. This brings year -to-date revenues $4.6 billion, or 3.8%, above estimates despite the Governor’s Budget being crafted before the tax filing deadline was extended for Los Angeles County taxpayers impacted by the recent wildfires.
Personal income tax and corporation tax receipts drove February’s performance at $1 billion and $296 million above projections, respectively, while sales and use tax receipts dropped $167 million below estimates. With just a couple months until the Governo r’s May Revise, the Senate and Assembly Budget Committees are busy holding Subcommittee hearings soliciting updates and proposals from state departments, but most items are held open until a later date pending action before the adoption of a final budget bill.
STATE LEGISLATURE
As the bill introduction deadline steadily approached in the month of February, Speaker Robert Rivas released his legislative priorities, particularly on affordability —a central theme that has taken shape after the Los Angeles -area wildfires and a special session focused on countering federal policies dominated the first weeks of the legislative year. His strategy includes:
1. Fast-Tracking Housing Legislation – A package of bills will be introduced to expedite housing construction, especially in fire- ravaged coastal areas. These measures will require local governments and state agencies to accelerate permit approvals, freeze building standards, and enhance tenant protections for displaced residents. Speaker Rivas plans to add urgency clauses, ensuring the bills take effect immediately.
2. Committee Hearings on Affordability – On February 26, the Assembly’s Economic Development, Growth, and Household Impact Committee began a series of hearings on key cost-of-living challenges, including LA fire recovery, grocery prices, transportation, child care, and health care costs.
3. Assessing Additional Affordability Legislation – As lawmakers introduced bills before the deadline, Speaker Rivas began to evaluate which proposals could become part of a second round of affordability legislation, expected to be announced this spring. He previously stated that all legislation this session should be evaluated based on its impact on working families.
Several affordability-focused bills are already in play, addressing student loan debt forgiveness, tax breaks on essential goods, lower utility bills, and expanded child tax credits. However, housing remains the top priority, especially after the devastating LA wildfires, which destroyed over 16,000 homes and structures in a region already struggling with one of the nation’s worst housing shortages.
In addition to the focus on affordability, notable upcoming hearings include an informational hearing on Proposition 36 implementation—which deals with sentencing reforms for nonviolent drug offenders—and a hearing on the state’s cap-and-trade program and plans for its impending reauthorization. These discussions will be key in shaping California’s approach to criminal justice and environmental policy moving forward.
Joint Public Safety Committee Hearing on Proposition 36 Implementation
In late February, the Assembly and Senate Public Safety Committees held a joint informational hearing to assess the statewide implementation of Proposition 36, the voter -approved measure reinstating felony charges for certain drug and theft crimes. The discussion focused on funding challenges, the impact on state prisons and local jails, and the need for mental health and substance use treatment resources.
Key takeaways from the hearing:
• Funding Gaps & Legislative Response: Prop 36 did not include a dedicated funding mechanism, leaving it to lawmakers and the Governor to determine how to cover the estimated 4,000 additional state prison inmates and increased caseloads in local courts and jails. Senator Jesse Arreguin, Chair of the Senate Public Safety Committee, reiterated that lawmakers are committed to ensuring funding aligns with voter intent. • Judicial & Law Enforcement Perspectives: The Judicial Council of California reported an estimated 30,000–40,000 new felony cases statewide, with more than 56% involving drug- related offenses. Some law enforcement officials supported the measure as a tool t o address retail theft and drug-related crime, while others raised concerns about the lack of treatment capacity for individuals opting for mandated rehabilitation. • Legislative Analyst’s Office (LAO) Findings: The LAO challenged the Newsom Administration’s prison population projections, claiming they were overstated and should be revised in May. The office also urged increased legislative oversight to determine proper funding for local courts.
• Equity & Rehabilitation Concerns: Public defenders from Alameda and Stanislaus Counties raised concerns over racial disparities in felony filings and the lack of available treatment options, which has left some individuals waiting in jail without access to services.
The hearing underscored the need for a comprehensive funding plan to support courts, jails, and rehabilitation programs. Further legislative hearings are expected as budget negotiations continue and lawmakers work to balance public safety with effective rehabilitation strategies.
Proposition 4 Implementation Update: Wildfire Prevention Funding and New Fire Regulations
With the passage of Proposition 4 in November 2024, California voters approved a $10 billion Climate Resilience Bond, directing significant funding toward wildfire prevention, water infrastructure, coastal protection, and climate adaptation projects. Of this, $1.5 billion is earmarked for wildfire prevention and forest resilience over the next five years, with $325 million proposed for the FY25/26 cycle. Given the increasing severity of wildfires, rising insurance costs, and the need for stronger fire mitigation efforts, these funds are being expedited to support fire- prone communities ahead of the 2025 fire season.
On February 26, the Assembly Budget Subcommittee convened to discuss the allocation of these wildfire prevention funds. Key proposals include:
• $9 million to CalOES for the Wildfire Mitigation Grant Program • $6 million to the Department of Conservation’s Regional Forest and Fire Capacity Program • $11 million for forest and vegetative waste removal
• $80 million to CalFire and the Sierra Nevada Conservancy for regional wildfire prevention projects
• $82 million for the Forest Health Program
• $59 million for local fire prevention grants
• $10 million for fuel reduction, structure hardening, reforestation, and land acquisitions, with 50% prioritized for low-income households
A major priority in the funding plan is ensuring at least 40% of funds benefit disadvantaged communities. CalFire noted that this goal is typically met, though adjustments may be made as needed to ensure equitable distribution. Two pilot projects in Riverside and Siskiyou counties will test localized funding approaches.
While much of the Proposition 4 wildfire funding will be distributed through existing CalFire and CalOES programs, concerns remain over uncertainties in FEMA matching funds and the allocation of the remaining $39 million in uncommitted resources. Moving forward, legislative discussions will focus on ensuring these funds reach the most at-risk communities, strengthening local fire mitigation efforts, and addressing gaps in insurance affordability.
Senate Budget and Fiscal Review Committee: Transit Funding in California
In February, the Senate Budget and Fiscal Review Committee convened an informational hearing on transit funding in California. Committee members received testimony from three panels, which provided an overview of transit funding and operations, examined recent state investments, and shared perspectives from transit operators.
The Legislative Analyst's Office (LAO) presented an overview of the state’s transit funding and highlighted its primary revenue sources and recent financial shifts. The COVID -19 pandemic severely impacted transit ridership and agency budgets, with ridership dropping over 50% in 2020.
Although recovery is ongoing, 2023 ridership remained 29% below pre- pandemic levels. To address short-term funding gaps, the federal government provided nearly $70 billion nationwide, with California agencies receiving $9.8 billion. These funds helped stabilize operations, prevent layoffs, and maintain essential services. However, as federal relief wanes, some agencies continue to face financial challenges, requiring additional long-term solutions.
Senate Bill 125 (SB 125), passed in 2023, allocated funding to support public transit agencies across the state, providing both short-term relief and long-term investment. SB 125 designated a portion of state transportation funds to help agencies address budget shortfalls, maintain operations, and enhance service reliability. Notably, SB 125 introduced flexibility in the use of certain state transit funds, enabling agencies to cover operating expenses. In addition to this immediate support, the legislation aimed to boost transit ridership and modernize public transportation infrastructure.
A key provision of SB 125 is the creation of a Transit Transformation Task Force (task force). The task force will develop policy recommendations on various issues, including service and fare coordination, land use and housing policies to promote transit use, and improving safety and cleanliness of services. Additionally, it will focus on workforce recruitment and retention, as well as identifying new revenue sources for transit operations and capital projects.
Mark Tollefson, CalSTA Undersecretary, provided an update to the Committee about the task force, and its progress on several key strategies. One of the primary focuses of the task force has been expediting the delivery of transit -supportive projects. Among the recommendations approved by the task force thus far include allowing exemptions or preemptions of local and state permitting requirements for identified priority transit routes and establishing by-right permitting for transit infrastructure such as bus shelters and transit priority lanes within cities and state right-of- ways. CalSTA, in consultation with the task force, is required to submit its final report with policy recommendations to the Legislature by October 31, 2025.
Key discussion points with Committee Members included the need for long- term, sustainable funding solutions, and Members debated the role of transit subsidies in comparison to road infrastructure investments and the broader public benefits of transit funding. Safety concerns, fare revenue challenges, and public perception of transit were also central to the conversation, with agencies implementing enhanced cleaning, security measures, and fare enforcement to improve the rider experience.
Looking forward, transit agencies will continue refining financial projections and exploring funding solutions to address anticipated budget shortfalls, particularly as SB 125 funding expires in 2026.
Lawmakers will assess options for additional state support while considering long- term funding mechanisms, such as potential local tax measures. Meanwhile, agencies will implement key capital projects and service expansions, including rail developments, service restorations, and the transition to zero-emission fleets, while evaluating ridership trends and operational efficiencies.
Efforts to enhance public safety and service reliability will also continue, with investments in security personnel, infrastructure, and de -escalation training. Transit leaders and s takeholders will maintain engagement with the Legislature to advocate for sustainable funding solutions, emphasizing the economic, environmental, and equity benefits of public transportation.
Governor Announces New Housing and Homelessness Accountability Website, States Intentions for Future Rounds of Flexible Homeless Funding
In late February, Governor Gavin Newsom launched Accountability.ca.gov, a new statewide platform to track housing and homelessness funding, reinforcing his push for greater accountability and a stronger focus on encampment abatement. The tool provides county -level data on housing production, compliance with state mandates, homelessness trends, and fund allocations.
Al
ongside this, the Governor signaled a major shift in homelessness funding, prioritizing encampment resolution over broader homelessness initiatives. He announced his intention to add a clawback provision to future rounds of the Homeless Housing, Assistance, and Prevention (HHAP) program, which would allow the state to reclaim funds from jurisdictions that fail to fully utilize their allocations or demonstrate measurable progress.
Additionally, the HHAP Round 6 NOFO was released in February, making $760 million available to local jurisdictions. However, Newsom has excluded additional HHAP funding from the January budget, instead redirecting state resources toward the Encampment Resolution Grant Program, which prioritizes the removal of encampments and the transition of individuals into stable housing.
These changes mark a clear shift in the administration’s priorities, with a heightened focus on visible reductions in street homelessness and strict accountability for local governments.
Jurisdictions should review the Accountability.ca.gov platform and HHAP funding guidelines to ensure compliance with evolving state expectations.
LCFS Amendment Review and Market Response
The California Air Resources Board (CARB) announced that the Office of Administrative Law (OAL) has disapproved the agency’s amendments to the Low Carbon Fuel Standard (LCFS) on technical grounds related to clarity requirements. According to CARB, this procedural decision does not impact the substance of the amendments, and the agency will revise the language accordingly before resubmitting for approval. The LCFS remains in effect in its current form.
Despite CARB’s assurances, the announcement triggered significant volatility in the LCFS credit market, with prices dropping from $75 per ton to $57 before rebounding to $66, according to market sources. The amendments in question, which were approved by CARB in November 2023, were designed to increase program stringency and drive up credit prices for lower -carbon fuels.
This follows a period of record-low credit prices, largely due to an oversupply of renewable diesel in the market since 2021.
The delay has also reignited policy debates over potential fuel price impacts. Critics, including Senate Minority Leader Brian Jones, framed the development as a pause on what they characterize as a state-imposed gas price increase. Meanwhile, industry groups benefiting from LCFS credits, such as biofuel and hydrogen producers, have urged swift resolution to avoid market uncertainty.
OAL’s disapproval of regulatory amendments is not uncommon. Since 2022, OAL has rejected seven CARB regulations on similar clarity grounds, with subsequent approvals following an average resubmission timeline of 130 days, according to industry analysis.
Separately, attention is turning to California’s cap- and-trade program, as CARB prepares to release results from the latest quarterly auction. Previous auctions have shown carbon allowance prices hovering just above the state- set price floor, raising conce rns about market stability.
Legislative discussions on cap -and-trade reauthorization ahead of its 2030 sunset, led by Assemblymember Isaac Bryan and others, are expected to intensify in response to auction outcomes.
The delay in LCFS amendments creates uncertainty for local governments relying on LCFS credit revenues for clean transportation projects. Expected increases in credit values are now on hold, affecting EV infrastructure, fleet electrification, and transit programs. Municipal fleets may see a temporary reprieve from fuel cost increases, but long- term uncertainty remains. Planning and budgeting for state climate goals may require adjustments, and legislative debates over LCFS impacts could shape future funding.
Legislative Calendar
Below are the upcoming relevant dates for the Legislature:
May 2
nd – Last day for fiscal bills to be passed by policy committees May 9th – Last day for non-fiscal bills to be passed by policy committees May 23rd – Last day for bills to be passed by fiscal committees June 6th – Last day for bills to pass out of their House of Origin
PRIORITY LEGISLATION
Priority Bill Introductions
AB 306 (Schultz) – Building regulations: state building standards Effective from June 1, 2025, to June 1, 2031, this measure prohibits cities and counties from modi
fying building standards, including those related to residential units, unless the California Building Standards Commission (Commission) deems such modifications necessary to protect health and safety as emergency standards. Additionally, AB 306 restricts the Commission from considering, approving, or adopting any new building standards affecting residential units during this period, unless similar emergency conditions are determined to exist. This measure would apply to all cities, including charter cities. Status: This measure was approved by the Assembly Appropriations Committee (14-0) and is currently awaiting consideration on the Assembly Floor.
AB 544 (Davies) – Electric bicycles: required equipment Current law requires a bicycle operated during darkness on a highway, sidewalk, or bikeway to be equipped
with, among other things, a red reflector or a solid or flashing red light with a built-in reflector on the rear that is visible from a distance of 500 feet to the rear when directly in front of lawful upper beams of headlamps on a motor vehicle. Current law defines “bicycle” for these purposes to, among other things, include an electric bicycle. Current law defines an electric bicycle as a bicycle equipped with fully operable pedals and an electric motor that does not exceed 750 watts of power and categorizes electric bicycles into 3 classes. This bill would require an electric bicycle during all hours to be equipped with a red reflector or a solid or flashing red light with a built -in reflector on the rear that is visible from a distance of 500 feet to the rear when directly in front of lawful upper beams of headlamps on a motor vehicle. Status: This measure has been referred to the Assembly Transportation Committee.
AB 712 (Wicks) – Housing reform laws: enforcement actions: fines and penalties Current law within the Planning and Zoning Law, in certain civil actions or proceedings against a publi
c entity that has issued specified approvals for a housing development, authorizes a court to award all reasonably incurred costs of suit to a prevailing public entity or nonprofit housing corporation that is a real party in interest and the permit applicant of the low- or moderate-income housing if the court makes specified findings. This bill, where the applicant for a housing development is a prevailing party in an action brought by the applicant to enforce a housing reform law against a public agency, would entitle an applicant for a housing development project to reasonable attorney’s fees and costs and would require a court to impose fines on a local agency.
The bill would prohibit a public agency from requiring the applicant to indemnify, defend, or hold harmless the public agency in any action alleging the public agency violated the applicant’s rights or deprived the applicant of the benefits or protection provide by a housing reform law. Status:
This measure has been referred to the Assembly Housing and Community Development Committee.
AB 906 (Gonzalez) – Planning and zoning: housing elements This bill would additionally require the 2nd analysis to demonstrate that the jurisdiction has acc
ommodated a meaningful portion of its share of the regional housing need for lower income households on sites located in higher income, racially exclusive areas to the extent that those areas exist within the jurisdiction. Status: This measure has been referred to the Assembly Housing and Community Development Committee.
AB 956 (Quirk-Silva) – Accessory dwelling units: ministerial approval Current law requires a local agency to ministerially approve building permit applications within a residential or mixed- use zone to create, among others, one detached, new construction, accessory dwelling unit that does not exceed 4- foot side and rear yard setbacks for a lot with a proposed or existing single-family dwelling, as specified. This bill would increase the number of detached, new construction, accessory dwelling units that a local agency is required to ministerially approve on lots with a proposed or existing single- family dwelling to 2. Status: This measure has been referred to the Assembly Housing and Community Development Committee.
SB 79 (Wiener) – Planning and zoning: transit-oriented development Current law defines "surplus land" as land a local agency declares unnecessary for its use. The bil
l expands the definition of "agency's use" to include land leased for public transit operations and allows districts or public transit operators to use land for commercial or industrial purposes.
This bill mandates that any residential development proposed near a transit-oriented development (TOD) stop must be permitted on land zoned for residential, commercial, mixed, or light industrial use if it meets certain requirements. It sets guidelines for height limits, density, and floor area ratio based on proximity to TOD stops. It strengthens the enforcement of housing accountability and requires streamlined approval processes for compliant projects. Under CEQA, c ertain transportation projects are already exempt from environmental review. The bill extends these exemptions to include residential, commercial, or mixed- use projects on land owned by or with easements in favor of transit agencies, with specific qualifications. However, the construction of new facilities for passenger rail storage at separate locations remains subject to CEQA. Status:
This measure has been referred to the Senate Housing Committee.
SB 90 (Seyarto) – Grants: improvement to public evacuation routes: mobile rigid water storage The Safe Drinking Water, Wildfire Prevention, Drought Preparedness, and Clean Air Bond Act of 2024,
known as Proposition 4, allows for $10 billion in bonds to fund projects related to water safety, drought, wildfire resilience, and climate solutions. Approved in the November 2024 election, it allocates $1.5 billion for wildfire prevention. This measure expands the list of fundable projects to include improvements to public evacuation routes, firefighting support facilities like mobile rigid dip tanks and water storage, and enhancements to fire engines and helicopters.
Status: This measure was approved by the Senate Governmental Organization Committee (13- 0) and has been referred to the Senate Natural Resources and Water Committee.
SB 456 (Ashby) – Contractors: exemptions: muralists
Current law makes it a misdemeanor for a person to engage in the business, or act in the capacity, of
a contractor without a license, unless exempted. Current law exempts from the Contractors State License Law, among other things, a nonprofit corporation providing assistance to an owner.
This bill would exempt from that law a muralist who produces a mural pursuant to an agreement with a person who could legally authorize the work. Status: This measure has been referred to the Senate Business and Professions Committee and is scheduled to be considered on April 7th.
SB 569 (Blakespear) – Department of Transportation: homeless encampments The bill would require the Department of Transportation to develop a joint action plan for each dis
trict of the department in which homeless encampments are located on department property in collaboration with local governments located in the district. The bill would require the department, upon appropriation by the Legislature, to allocate funds to support collaborative efforts with local governments to address homeless encampments on department property. The bill would require the department to establish an advisory committee in each district for the purpose of providing advice on the implementation of these provisions. The bill would require the department to submit an annual report to the Legislature summarizing specified information and recommendations regarding homeless encampments on department property. Status: This measure has been referred to the Senate Transportation Committee.
SB 707 (Durazo) – Open meetings: meeting and teleconference requirements This bill would, until January 1, 2030, require a city council or a county board of supervisors to com
ply with additional meeting requirements, including that all open and public meetings include an opportunity for members of the public to attend via a two- way telephonic option or a two-way audiovisual platform, as defined, that a system is in place for requesting and receiving interpretation services for public meetings, as specified, and that good faith efforts are made to encourage residents to participate in public meetings. Status: This measure has been referred to the Senate Local Government Committee and is scheduled to be considered on April 2nd.
House and Senate Pass a Continuing Resolution to Avert Government Shutdown
On March 11
th, the House of Representatives passed the Full-Year Continuing Appropriations and Extensions Act, 2025 (H.R. 1968) to prevent a government shutdown. The bill extends federal funding through September 2025. H.R. 1968 does not include earmarked projects that would have been funded by the FY2025 House and Senate appropriations bills released last year. On March 14 th, the Senate voted 62-38 to pass H.R. 1968 sending it to President Trump’s desk , where he then signed the legislation thereby averting a government shutdown.
The legislation largely maintains FY2024 spending levels, reallocating funds to decrease non- defense spending by $13 billion and increase defense funding by $6 billion. The bill removes $20.2 billion in IRS funds from the Inflation Reduction Act. It extends expiring health provisions and other programs, including the National Flood Insurance Program and the Temporary Assistance for Needy Families program.
Republicans on the House Ways and Means Committee Begin Drafting Tax Legislation
In March, Republicans on the House Ways and Means Committee began the process of drafting large-scale tax legislation, officially moving to the next step of the budget reconciliation process.
Budget reconciliation is a legislative process that allows expedited passage of certain budget- related bills with a simple majority vote in the Senate and only occurs when one party controls the White House, Senate, and House. Republicans on the House Ways and Means Committee seek to extend the expiring provisions of the 2017 Tax Cuts and Jobs Act (2017 TCJA) and incorporate President Trump’s favored ideas, like eliminating taxes on tips.
In February, the House and Senate passed dueling budget resolutions to complete the first step of the reconciliation process. The House’s resolution is more robust, calling for $4.5 trillion in tax cuts and $1.5 trillion in spending cuts over the next decade. The baseline numbers cannot permanently extend the 2017 TCJA without significant spending cuts or revenue increases.
Republicans on the House Ways and Means Committee will discuss how to implement them over the coming weeks.
Republicans on the Senate Finance Committee have not begun drafting their tax legislation.
Senate Majority Leader John Thune prefers a two- bill approach, which would deliver President Trump an immediate win and buy more time for negotiations on how to effectively extend the 2017 TCJA. The Senate’s resolution is narrower, focusing on immigration and defense policies. They intend to produce a second budget reconciliation package that focuses on cutting taxes.
FEDERAL LEGISLATIVE UPDATES
President Trump has endorsed the House’s one-bill approach. The House and the Senate will not be able to proceed with the budget reconciliation process until they reach an agreement on a path forward.
Governor Newsom Requests $40 Billion in Aid for LA Fires
On February 21, Governor Gavin Newsom sent a letter to congressional leaders requesting $40 billion in federal funding to cover the long-term recovery and rebuilding effort for the Los Angeles fires. In the letter, Governor Newsom wrote that as the state continues to assess the damage while conducting active response and recovery efforts, officials expect to identify additional funding needs beyond the $40 billion. Senators Adam Schiff and Alex Padilla came out in support of the Governor’s latest request.
Gover
nor Newsom outlined $16.8 billion for public assistance emergency work, $9.9 billion to repair houses and businesses, $5.3 billion for business loans, $4.32 billion for business grants, $2 billion for low- income housing tax credits and hundreds of millions more for transportation, water infrastructure, and other programs.
The letter comes amid weeks of debate centered around whether the anticipated disaster aid for California would come with conditions. President Donald Trump, congressional Republicans and presidential allies contended the money for California should come with strings attached
Department of Transportation Moves to Freeze Some Non- Obligated Federal Funds and Rescinds Two Biden Administration Memos
In March, the Department of Transportation’s leadership circulated an internal memo instructing the agency to freeze and review all discretionary grants or cooperative agreements that are not fully obligated and involve bicycles, climate, equity, electric vehicles or charging infrastructure.
The memo directs staff to review competitive grants from FY2022- FY2025 that have not been fully obligated to ensure alignment with the Trump administration’s priorities, potentially putting those projects' federal funding at risk.
The guidance memo specifically directs DOT offices to:
“Identify programs for which award selections may have included any of the following elements:
equity activities, Diversity, Equity, and Inclusion (DEI) activities, climate change activities, environmental justice (EJ) activities, gender -specific activitie s, when the primary purpose is bicycle infrastructure (i.e., recreational trails and shared- use paths, etc.), electric vehicles (EV), and EV charging infrastructure. Additionally, project-by-project review of selections to identify any project scope elements for potential removal are required for any programs that meet the criteria below:
• Statutory language includes equity requirements, climate considerations, or bicycle infrastructure.
• NOFO mandatory evaluation criteria includes equity and/or climate requirements. • Eligible activities included bicycle infrastructure, EV and/or EV charging infrastructure.”
Department leadership will examine the findings of the review and decide whether to let a specific project proceed, cancel, or revise it.
---
Department of Transportation Secretary Sean Duffy also rescinded two memos that were issued during the Biden Administration providing instruction for implementing the Infrastructure Investment and Jobs Act, the bipartisan infrastructure law enacted in 2021. The memos encouraged states to address how climate change and equity impact infrastructure projects, and directed federal agencies to maximize the impact of funding for such projects. Secretary Duffy said the memos conflicted with Congress's intent when it passed the Bipartisan Infrastructure Law.
This move aligns with President Trump’s broader efforts to scale back electric vehicle policies and diversity, equity, and inclusion efforts. In February, the Department of Transportation’s Federal Highway Administration announced it would suspend federal funding for electric vehicle charging stations along U.S. highways.
House Moves to Undo Biden Era Energy Rules
The House recently voted to repeal two key regulations from the Biden administration, leveraging the Congressional Review Act (CRA), which allows Congress to overturn federal rules with a joint resolution of disapproval. The CRA process requires passage in both chambers and is subject to a presidential veto, making it more effective when Congress and the White House are controlled by the same party.
First, the House voted to repeal the methane fee, a provision established under the Inflation Reduction Act that imposes penalties on methane emissions exceeding a set threshold. The fee is scheduled to begin at $900 per metric ton in 2024 and rise to $1,500 by 2026. Republicans and oil industry groups have criticized the fee as a tax on natural gas and have filed lawsuits to block its implementation. Additionally, Republicans have discussed repealing the methane fee as part of a broader reconciliation package.
The House also voted to block a 2024 regulation from the Biden administration requiring higher energy efficiency standards for gas-burning tankless water heaters, set to take effect in December 2029. The rule, issued by the Department of Energy under the Energy Policy and Conservation Act, aims to reduce carbon emissions and lower consumer gas bills. However, opponents argue that it would limit consumer choice and raise prices by eliminating more affordable models. The Trump administration announced a postponement of this rule in February 2025.
Trump Administration Challenges California Over Ban on Gasoline Cars
The Environmental Protection Agency (EPA) will submit air pollution waivers to Congress for review in an initial strike against California car pollution regulations. The regulations compel zero- emission vehicle sales, which the President says limits consumer choice. EPA Administrator Lee Zeldin said he would formally subject EPA’s approval of those California rules to congressional scrutiny.
The move empowers congressional Republicans to swiftly repeal the pollution standards using expedited procedures under a law known as the Congressional Review Act. Doing so could effectively wipe away California’s Clean Cars II program, which mandates zero-emission vehicles and ultimately bans the sale of gasoline-powered cars in 2035. Carmakers, auto dealers and fuel producers that have called California’s standards unachievable. Refiners and biofuel producers have challenged some of the requirements in federal court.
The Congressional Review Act allows Congress to review and repeal federal regulations issued by executive agencies within a specified time frame through a joint resolution of disapproval. It could take months for the agency to justify a reversal. In the meantime, the requirements are already affecting automakers. Under Clean Cars II, automakers in California and others abiding by the regulation must sell at least 35% zero-emission vehicles in 2026.
Trump Administration Halts Program to Expand US EV Chargers
The Department of Transportation’s Federal Highway Administration (FHWA) announced in a letter that it is suspending approval of funds intended to be distributed to states from the National Electric Vehicle Infrastructure Formula Program (NEVI). NEVI provides funding to add chargers mostly along the interstate highway system. No new obligations will occur under the program, but reimbursements for existing commitments will continue to avoid disruption.
In
the letter, the FHWA stated that most statutory formula programs require the Secretary to make the prescribed apportionments to the States on a specific date and then make the funds available for obligation, but the NEVI oversteps boundaries by requiring the Secretary to approve a plan for each State describing how the State intends to use its NEVI funds. The FHWA aims to have updated draft NEVI Formula Guidance published for public comment in the spring.
The NEVI program was included in the 2021 Bipartisan Infrastructure Law. It allocated $5 billion over five years to install chargers in every state in an effort to jump-start acceptance of the plug-in cars. President Trump has made rescinding President Biden’s pro- EV initiatives a key plank of his economic platform. In his address at the Republican National Convention in July, he promised to “end the electric vehicle mandate from day one” of his second administration.
California has led the United States in the number of electric vehicles and charging locations every year since 2016, accounting for 37% of U.S. registered light -duty EVs and 27% of EV charging locations at the end of 2022.
President Trump Signs Executive Order Continuing the Reduction of the Federal Bureaucracy
On March 14, President Donald Trump signed an executive order entitled “Continuing the Reduction of the Federal Bureaucracy ” that aims to eliminate seven federal government offices with varying functions. The Trump administration seeks to further decrease the size of the federal government. The Department of Government Efficiency (DOGE) has sought to reduce federal spending by eliminating programs that the administration deems “federal overreach” or “unnecessary.”
The aff
ected entities include the:
• United States Interagency Council on Homelessness
• Community Development Financial Institutions Fund
• Federal Mediation and Conciliation Service
• United States Agency for Global Media
• Woodrow Wilson International Center for Scholars
• Institute of Museum and Library Services
• Minority Business Development Agency
As is the case with all executive orders, the actions must be conducted within the bounds of law.
As a result, the executive order states that “the non- statutory components and functions of [the named] government entities shall be eliminated to the maximum extent consistent with applicable law, and such entities shall reduce the performance of their statutory functions and associated personnel to the minimum presence and function required by law.” This executive order could be challenged in court, although a case has not been introduced.
City of Santa Clara
2025 Q1 Legislative Bill Matrix
Broadband, Cable Service and Wireless Telecommunications LAP
AB 353 Boerner (D) HTML PDF
Communications: broadband internet service providers: affordable home internet.
Progress bar
Bill information
Status: 03/25/2025 - Re-referred to Com. on C. & C.
Summary: Would require every California internet service provider to offer for purchase to eligible households, as defined, within their California service territory affordable home internet service that meets minimum speed requirements, and to make commercially reasonable efforts to promote and advertise the availability of affordable home internet service for eligible households, as provided. (Based on 03/24/2025 text)
Location: 03/24/2025 - Assembly C. & C.
Introduced: 01/30/2025 (Spot bill)
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
AB 470 McKinnor (D) HTML PDF
Telephone corporations: carriers of last resort.
Progress bar
Bill information
Status: 03/18/2025 - Re-referred to Com. on C. & C.
Summary: Would require a telephone corporation seeking to relinquish its carrier of last resort designation for an eligible area, as defined, to provide a notice to the Public Utilities Commission, as described, and would require the telephone corporation’s carrier of last resort designation for the eligible area to be relinquished upon the submission of the notice. The bill would require the telephone corporation to modify its tariff for basic local exchange telephone service, as specified, and would require that the modified tariff be effective upon the submission of the notice. The bill would require the telephone corporation to administer and pay for a customer challenge process for customers who inform the telephone corporation that no alternative voice service, as defined, is available at their location, as specified. The bill would require the
T WNSEND
P BL C FAIRS
Sr TPA 1998
--c::J □
1st House 2nd HOl.lse
_______,D ---0-----{ :>--< }-----0------{ J>--C }----{ }----{ J------<: }----{ J De:sck; P~lic;y Fi5c1'1 Floo< Desi,; PIJl,cy Fiscol Floor Conf Cone Enrolled ~oed Chopte,icd -
c::JD
~u--u---<>------<c >----<>------< >-----<. >----<>---<>-----< >----<> Desi< Pol icy ftsai,I Fl00< Desk Polocy Fi:ICol Floor Cont.Cone. Enrolled \htoed Olaptercd commission, as part of a specified rulemaking, to establish a transition plan that a telephone corporation would be required to follow before its carrier of last resort designation is relinquished for an area within its service territory other than an eligible area. (Based on 03/17/2025 text)
Location: 03/17/2025 - Assembly C. & C.
Introduced: 02/06/2025 (Spot bill)
Current Text: 03/17/2025 - Amended
Last Amend: 03/17/2025
AB 1399 Hoover (R) HTML PDF
Department of Transportation: encroachment permits: broadband facilities.
Progress bar
Bill information
Status: 03/25/2025 - Re-referred to Com. on TRANS.
Summary: Existing law establishes the Department of Transportation and vests it with full possession and control of all state highways and all property and rights in property for state highway purposes.
Existing law authorizes the department to issue a written permit to place an encroachment on the state highway. Existing law requires the department to perform certain actions if the encroachment permit application is for a broadband facility.This bill would require the department’s application and review process for an encroachment permit application for a broadband facility to be uniform throughout the state. The bill would require the department to expedite review of an encroachment permit application for broadband facilities. (Based on 03/24/2025 text)
Location: 03/24/2025 - Assembly TRANS.
Introduced: 02/21/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
Community Services LAP
AB 654 Caloza (D) HTML PDF
Homelessness resource telephone system.
Progress bar
Bill information
Status: 03/17/2025 - Referred to Coms. on H. & C.D. and C. & C.
Summary: Would authorize a local public agency to establish a homelessness resource telephone system to receive telephone calls regarding individuals who are experiencing, or at risk of experiencing, homelessness in order to provide those individuals with resources. (Based on 02/13/2025 text)
Location: 03/17/2025 - Assembly H. & C.D.
Introduced: 02/13/2025
Current Text: 02/13/2025 - Introduced
AB 1185 Hart (D) HTML PDF
California Library Services, Equity in Opportunity Act.
Progress bar
--c::J □
2nd H0!.154!!
.........
Desk. Polic y FiSUol FIOOf Desk. Pol!Cy Fiscal Floor Conf COnc. Enrolled \ktoe d Ch!lpt~rcd --c::J □
~ a "-o--u--o--u--u--t>-~t>-____,l>-____,:)------<;J
--c::J □
Bill information
Status: 03/19/2025 - In committee: Set, first hearing. Hearing canceled at the request of author.
Summary: Would rename the California Library Services Act as the California Library Services, Equity in Opportunity Act, and would revise and recast the act to, among other things, state the intent of the Legislature to create access to opportunity for all Californians at public libraries, as provided. The bill would rename the California Library Services Board as the California Library Services, Equity in Opportunity Board and would reduce the size of the board to 11 members, appointed as provided. The bill would prescribe the duties of the state board to instead be to, among other things, advise the State Librarian on the adoption of rules, regulations, and general policies for the implementation of the act, as provided. The bill would require the State Librarian to ensure staff support for the state board. (Based on 02/21/2025 text) Location: 03/13/2025 - Assembly ED.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
Emergency Management LAP
AB 262 Caloza (D) HTML PDF
California Individual Assistance Act.
Progress bar
Bill information
Status: 02/10/2025 - Referred to Com. on E.M.
Summary: The California Disaster Assistance Act requires the Director of Emergency Services to provide financial assistance to local agencies for their personnel costs, equipment costs, and the cost of supplies and materials used during disaster response activities, incurred as a result of a state of emergency proclaimed by the Governor, subject to specified criteria. The act continuously appropriates moneys in the Disaster Assistance Fund and its subsidiary account, the Earthquake Emergency Investigations Account, without regard to fiscal year, for purposes of the act. This bill would enact the California Individual Assistance Act to establish a grant program to provide financial assistance to local agencies, community- based organizations, and
individuals for specified costs related to a disaster, as prescribed. The bill would require the director to allocate from the fund, subject to specified conditions, funds to meet the cost of expenses for those purposes. By authorizing increased expenditure of moneys from a continuously appropriated fund for a new purpose, the bill would make an appropriation. (Based on 01/16/2025 text)
Location: 02/10/2025 -
Assembly EMERGENCY
MANAGEMENT
Introduced: 01/16/2025
Current Text: 01/16/2025 - Introduced
AB 370 Carrillo (D) HTML PDF
California Public Records Act: cyberattacks.
Progress bar
2ndHOl.lse
•--{
-
CJD
.........., ut ,---< :>----< >--< J----< :>----< >--< J----< .>----< >--< J----< J Desk Policy Fiscal Fl00< Desk Polocy Fiscal Floor ConfConc . Enrolled \ktoed Olaptercd -- CJ □
Bill information
Status: 03/13/2025 - Re-referred to Com. on APPR.
Summary: The California Public Records Act requires state and local agencies to make their records available for public inspection, except as specified. Current law requires each agency, within 10 days of a request for a copy of records, to determine whether the request seeks copies of disclosable public records in possession of the agency and to promptly notify the person of the determination and the reasons therefor. Current law authorizes that time limit to be extended by no more than 14 days under unusual circumstances, and defines “unusual circumstances” to include, among other things, the need to search for, collect, and appropriately examine records during a state of emergency when the state of emergency currently affects the agency’s ability to timely respond to requests due to staffing shortages or closure of facilities, as provided. This bill would also expand the definition of unusual circumstances to include the inability of the agency, because of a cyberattack, to access its electronic servers or systems in order to search for and obtain a record that the agency believes is responsive to a request and is maintained on the servers or systems in an electronic format. (Based on 03/12/2025 text) Location: 03/11/2025 - Assembly APPR.
Introduced: 02/03/2025
Current Text: 03/12/2025 - Amended
Last Amend: 03/12/2025
AB 591 Caloza (D) HTML PDF
Emergency services: mutual aid: public works.
Progress bar
Bill information
Status: 03/03/2025 - Referred to Com. on E.M.
Summary: The California Emergency Services Act establishes the Office of Emergency Services within the Governor’s office under the supervision of the Director of Emergency Services and makes the office responsible for the state’s emergency and disaster response services. The office serves as the State Disaster Council for the purposes of the California Disaster and Civil Defense Master Mutual Aid Agreement. Current law states it is the purpose of the Legislature to facilitate the rendering of aid to areas stricken by an emergency and to make unnecessary the execution of written agreements customarily entered into by public agencies exercising joint powers, and that emergency plans duly adopted and approved as provided by the Governor shall be effective as satisfying the requirement for mutual aid operational plans provided in the Master Mutual Aid Agreement. Current law requires outside aid be rendered in accordance with approved emergency plans during any state of war emergency or state of emergency when the need arises in any county, city and county, or city. This bill would additionally state that it is the purpose of the Legislature to facilitate the rendering of public works resources critical for disaster response and recovery to areas stricken by an emergency.
The bill would require that outside aid rendered during any state of war emergency or state of emergency includes public works personnel, equipment, and materials. (Based on 02/12/2025 text)
Location: 03/03/2025 -
Assembly EMERGENCY
MANAGEMENT
Introduced: 02/12/2025
Current Text: 02/12/2025 - Introduced
2ndHOl.lse
• •
--c::J □
2nd HOl.lse
______,Cll·---< •>----< >--< >----< •>----< >--< >----< •>----< >--< >----< l Desi,; PIJl•C)' Fiscol Floor Conf Cooc Enrolhcd Vetoed 0,11pt~ed AB 624 Dixon (R) HTML PDF
Office of Emergency Services: federal grant funding; Community Relief Act.
Progress bar
Bill information
Status: 03/03/2025 - Referred to Com. on E.M.
Summary: The California Emergency Services Act establishes the Office of Emergency Services (OES) within the office of the Governor and sets forth its powers and duties relating to addressing natural, technological, or manmade disasters and emergencies, including responsibility for activities necessary to prevent, respond to, recover from, and mitigate the effects of emergencies and disasters to people and property. This bill would require the OES, to the extent permitted by federal law, to provide to local operational areas and urban areas the maximum local share of federal grant funding administered by the office from the Emergency Management Performance Grant Program. The bill would also require the OES, to the extent permitted by federal law, to provide specified legislative committees with copies of agreements entered into with local governments to spend the state share of federal grant funding administered by the offi
ce from specified federal grant programs, including the State Homeland Security Grant Program. (Based on 02/13/2025 text)
Location: 03/03/2025 -
Assembly EMERGENCY
MANAGEMENT
Introduced: 02/13/2025
Current Text: 02/13/2025 - Introduced
AB 818 Ávila Farías (D) HTML PDF
Permit Streamlining Act: local emergencies.
Progress bar
Bill information
Status: 03/10/2025 - Referred to Coms. on L. GOV. and H. & C.D.
Summary: The Permit Streamlining Act requires a public agency to determine whether an application for a development project is complete within specified time periods, as specified. The act requires a public agency that is the lead agency for a development project to approve or disapprove that project within specified time periods. The California Emergency Services Act among other things, authorizes a local emergency to be proclaimed by the governing body of a city, county, or city and county, as specified, and grants political subdivisions various powers and authorities in periods of local emergency. This bill would prohibit, during the period of a local emergency, a local agency from denying an application for a permit necessary to rebuild or repair a residential property affected by a natural disaster unless the permit would result in the property being deemed a substandard building. The bill would require the local agency to approve or disapprove that application within 45 days of receipt of the application, and would require other expedited approvals. (Based on 02/19/2025 text) Location: 03/10/2025 - Assembly L. GOV.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
AB 911 Carrillo (D) HTML PDF
-
c::J D
....._., o ---o---o---o--u--c>---<.>---{.J---{ }----4_}--lJ Orik Polley Fisal FIOOf Desk Policy Fi:1,eal Floor ConfConc. Enrolled ~oed Chapt~red -
c::JD
2ndHO\lse
.........,
--c::J □
Emergency telecommunications medium- and heavy-duty zero-emission vehicles.
Progress bar
Bill information
Status: 03/10/2025 - Referred to Com. on TRANS.
Summary: The State Air Resources Board has adopted the Advanced Clean Fleets Regulations, which imposes various requirements for transitioning local, state, and federal government fleets of medium- and heavy-duty trucks, other high-priority fleets of medium- and heavy-duty trucks, and drayage trucks to zero-emission vehicles, as provided. This bill would exempt emergency telecommunications vehicles owned or purchased by emergency telecommunications service providers that are used to participate in the federal Emergency Alert System, to provide access to 911 emergency services, or to provide wireless connectivity during service outages from specified requirements in the above-described regulations. (Based on 02/19/2025 text) Location: 03/10/2025 - Assembly TRANS.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
SB 616 Rubio (D) HTML PDF
Community Hardening Commission: wildfire mitigation program.
Progress bar
Bill information
Status: 03/26/2025 - Set for hearing April 9.
Summary: Current law requires the Office of Emergency Services to enter into a joint powers agreement, as specified, with the Department of Forestry and Fire Protection to develop and administer a comprehensive wildfire mitigation program, known as the California wildfire mitigation financial assistance program, that, among other things, encourages cost-effective structure hardening and retrofitting that creates fire-resistant homes, businesses, and public buildings. This bill would require the joint powers authority to revise the wildfire mitigation program in accordance with prescribed community hardening standards and guidelines developed pursuant to the bill’s provisions, as specified. (Based on 02/20/2025 text)
Location: 03/05/2025 - Senate INS.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
Energy Legislation, Regulations and Issues LAP
AB 615 Davies (R) HTML PDF
Power facilities: emergency response and action plan.
Progress bar
Bill information
Status: 03/13/2025 - Referred to Coms. on E.M and U. & E. 2ndHOl.lse
Desk Policy Fiscal Floor ConfConc Enrollllld ~oed Chopte,red --c::J □
.__, ut ,---< :>----< )--{ J----< :>----< )--{ J----< .>----< )--{ J----< J Ocs.k Pol icy Fi,;cal Fl00< Desk Policy Fiscal Floor ConfConc . Enrolll!ld Vetoed Choptered -
c::JD
2nd HOl.lse
..........,
Dcs.k Pol ic y Fi,;cal FIOO< Desk Pol,cy Fiscal Floor ConfConc Enrolll!ld Vetoed Chaptered Summary: Current law requires an application to be filed with the State Energy Resources Conservation and Development Commission for certification of a site and related facility which includes an electric transmission line or thermal powerplant, or both. Current la w requires the application to
contain, among other things, safety and reliability information, including planned provisions for emergency operations and shutdowns, as specified. This bill would require the application to also contain an emergency response and action plan that incorporates impacts to the surrounding areas in the event of an emergency and that would be conducted and coordinated with local emergency management agencies, unified program agencies, and local first response agencies. (Based on 02/13/2025 text)
Location: 03/13/2025 -
Assembly EMERGENCY
MANAGEMENT
Introduced: 02/13/2025
Current Text: 02/13/2025 - Introduced
AB 1404 Ortega (D) HTML PDF
Electrical corporations: connections: affordable housing projects.
Progress bar
Bill information
Status: 03/13/2025 - Referred to Com. on U. & E.
Summary: Existing law vests the Public Utilities Commission with regulatory authority over public utilities, including electrical corporations. Existing law requires the commission to enforce the rules governing the extension of service by a gas or electrical corporation to new residential, commercial, agricultural, and industrial customers. This bill would require an electrical corporation to connect an affordable housing project, as defined, to the electrical distribution grid within 60 days, except as specified. The bill would require the commission to streamline any necessary review on an affordable housing project that is ready to connect but sitting vacant and that has not been connected by an electrical corporation within the required 60 days. The bill would delay the effective date of a rate increase approved by the commission for the greater of either the amount of time the electrical corporation took, beyond 90 days from receipt of the project building plans, to provide a final contract, or the amount of time the electrical corporation took, beyond the 60 days allowed, to connect the most recently completed affordable housing project within the electrical corporation’s service area. This bill contains other related provisions and other existing laws. (Based on 02/21/2025 text) Location: 03/13/2025 - Assembly U. & E.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
AB 1408 Irwin (D) HTML PDF
Electricity: rates.
Progress bar
Bill information
Status: 03/13/2025 - Referred to Com. on U. & E.
Summary: Current law authorizes the Public Utilities Commission to require or authorize an electrical corporation to employ default time-of-use rates to residential customers, subject to specified limitations and conditions. Current law prohibits a residential customer from being subject to a --c::J □
2nd Hou se
~ U "---l >-----<>--l >----< >-----<>--l >----< >-----<>--l >----< > --c::J □
2nd House
_____, ou ,---<>---< >----<>---< >---<>---l >---<>---,I>---< •>-----,. l default time-of-use rate schedule unless that residential customer has been provided with not less than one year of interval usage data from an advanced meter and associated customer education and, following the passage of this period, is provided with no less than one year of bill protection during which the total amount paid by the residential customer for electric service shall not exceed the amount that would have been payable by the residential customer under that customer’s previous rate schedule. This bill would require that the customer be provided with no less than 2 years, instead of one year, of bill protection during which the total amount paid by the residential customer for electric service is prohibited from exceeding the amount that would have been payable by the residential customer under that customer’s previous rate schedule. (Based on 02/21/2025 text)
Location: 03/13/2025 - Assembly U. & E.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 559 Stern (D) HTML PDF
Electricity: deenergization events: communications.
Progress bar
Bill information
Status: 03/24/2025 - VOTE: Do pass as amended, but first amend, and re-refer to the Committee on [Appropriations] (PASS)
Summary: Existing law requires each electrical corporation to annually prepare a wildfire mitigation plan and to submit the plan to the Office of Energy Infrastructure Safety for review and approval, as specified. Existing law requires a wildfire mitigation plan of an electrical corporation to include, among other things, protocols for deenergizing portions of the el ectrical distribution system that
consider the associated impacts on public safety, and protocols related to mitigating the public safety impacts of those protocols, including impacts on critical first responders and on health and communications infrastructure. Existing law requires a wildfire mitigation plan of an electrical corporation to also include appropriate and feasible procedures for notifying a customer who may be impacted by the deenergizing of electrical lines and requires these procedures to consider the need to notify, as a priority, critical first responders, health care facilities, and operators of telecommunications infrastructure with premises within the footprint of a potential deenergization event. This bill would require, at the start of a deenergization event, an electrical corporation to immediately notify local emergency management organizations and local utility districts about the impacts of the deenergization, as specified.
The bill would require detailed status information on restoration efforts to be made available to emergency management organizations, public safety officials, customers, and the public in real-time, with regular progress updates issued at intervals of no more than 12 hours, for all impacted circuits, as specified.
The bill would require, at the start of a deenergization event, an electrical corporation to publish and make available real-time weather conditions observed within the affected circuit being considered for deenergization, as provided. Once hazardous weather conditions subside, the bill would require an electrical corporation to prioritize the restoration of electricity and begin efforts to reenergize lines without unnecessary delays. The bill would make electrical corporations responsible for the continual monitoring and eventual restoration of circuits affected by a deenergization event. The bill would require each electrical corporation to submit an annual report to the Public Utilities Commission that details its compliance with the transparency and restoration requirements of these provisions, as provided. This bill contains other related provisions and other existing laws. (Based on 02/20/2025 text)
-
CJD
2nd H0!.154!!
• • Desi( Pol.Cy Fiscal Floor Conf.COnc. Enrolled \ktoed CNipte-rcd Location: 03/24/2025 - Senate APPR.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
Housing LAP
AB 11 Lee (D) HTML PDF
The Social Housing Act.
Progress bar
Bill information
Status: 02/03/2025 - Referred to Com. on H. & C.D.
Summary: Current law creates a housing authority in each county or city, which functions upon the adoption of a specified resolution by the relevant governing body. Current law authorizes these housing authorities, within their jurisdictions, to construct, reconstruct, improve, alter, or repair all or part of any housing project. Current law establishes various programs that provide housing assistance. This bill would enact the Social Housing Act and would create the California Housing Authority as an independent state body, the mission of which would be to ensure that social housing developments that are produced and acquired align with the goals of eliminating the gap between housing production and regional housing needs assessment targets and preserving affordable housing. The bill would prescribe a definition of social housing that would describe, in addition to housing owned by the authority, housing owned by other entities, as specified, provided that all social housing developed or authorized by the authority would be owned by the authority. (Based on 12/02/2024 text) Location: 02/03/2025 - Assembly H. & C.D.
Introduced: 12/02/2024 (Spot bill)
Current Text: 12/02/2024 - Introduced
AB 253 Ward (D) HTML PDF
California Residential Private Permitting Review Act: residential building permits.
Progress bar
Bill information
Status: 03/20/2025 - Read second time. Ordered to third reading.
Summary: Current law authorizes a county’s or city’s governing body to prescribe fees for permits, certificates, or other forms or documents required or authorized under the State Housing Law.
This bill, the California Residential Private Permitting Review Act, would require a county’s or city’s building department to prepare a residential building permit fee schedule and post the schedule on the county’s or city’s internet website, if the county or city prescribes residential building permit fees. (Based on 03/13/2025 text)
Location: 03/20/2025 - Assembly THIRD
READING
Introduced: 01/15/2025
Current Text: 03/13/2025 - Amended
Last Amend: 03/13/2025
AB 306 Schultz (D) HTML PDF
Building regulations: state building standards.
-
CJD
........,,D "--U---V---U---U----C>-----l_>-----<..J-----<.j------<J--U 0C$k Pol icy Fi,;cal f l00<
-- CJ □
• • • OC$k Policy Fi,;cal Floor Dc-sk F',;ill(y Fi~al Flo,;,~ Conf Conc:: Enrollod ~oed Chl, pten:id -
CJD
Progress bar
Bill information
Status: 03/20/2025 - Read second time. Ordered to third reading.
Summary: Current law establishes the Department of Housing and Community Development (department) in the Business, Consumer Services, and Housing Agency. The California Building Standards Law establishes the California Building Standards Commission (commission) wit
hin the Department of General Services. Current law requires the commission to approve and adopt building standards and to codify those standards in the California Building Standards Code (code). The State Housing Law establishes statewide construction and occupancy standards for buildings used for human habitation. Current law requires, among other things, the building standards adopted and submitted by the department for approval by the commission, as specified, to be adopted by reference, with certain exceptions.
Current law authorizes any city or county to make changes in those building standards that are published in the code, including to green building standards. Current law requires the governing body of a city or county, before making modifications or changes to those green building standards, to make an express finding that those modifications or changes are reasonably necessary because of local climatic, geological, or topographical conditions. This bill would, from June 1, 2025, until June 1, 2031, inclusive, prohibit a city or county from making changes that are applicable to residential units to the above-described building standards unless a certain condition is met, including that the commission deems those changes or modifications necessary as emergency standards to protect health and safety. (Based on 03/12/2025 text)
Location: 03/20/2025 - Assembly THIRD
READING
Introduced: 01/23/2025
Current Text: 03/12/2025 - Amended
Last Amend: 03/12/2025
AB 590 Lee (D) HTML PDF
Social Housing Bond Act of 2026.
Progress bar
Bill information
Status: 03/03/2025 - Referred to Com. on H. & C.D.
Summary: Under current law, there are programs providing assistance for, among other things, emergency housing, multifamily housing, farmworker housing, home ownership, and downpayment assistance for first-time home buyers. Current law also authorizes the issuance of bonds in specified amounts pursuant to the State General Obligation Bond Law and requires that proceeds from the sale of these bonds be used to finance various existing housing programs, capital outlay related to infill development, brownfield cleanup that promotes infill development, and housing-related parks. This bill would enact the Social Housing Bond Act of 2026 which, if approved by the voters, would authorize the issuance of bonds in the amount of $950,000,000 pursuant to the State General Obligation Bond Law, to fund social housing programs, as specified. The bill would create the California Housing Authority, which would be governed by the California Housing Authority Board, to ensure that social housing developments that are produced and acquired align with specified goals and would authorize the authority to issue the bonds and, upon appropriation of the Legislature, utilize funds from • • • Onk Policy Fiscal Floor 0.:-sk Poll(y Fiscal Floor ConfConc . Enrolled \htoed Chllptered -- c::J □
2ndHOl.lse
Desk Policy Fiscal Floor ConfConc Enrolled Vftoed Ch&pte,red other sources to build more low, very low, and extremely low income housing. The bill would create the Social Housing Revolving Loan Fund to be used, upon appropriation of the Legislature, to provide zero-interest loan for the purpose of constructing housing to accommodate a mix of household incomes. (Based on 02/12/2025 text) Location: 03/03/2025 - Assembly H. & C.D.
Introduced: 02/12/2025 (Spot bill)
Current Text: 02/12/2025 - Introduced
AB 610 Alvarez (D) HTML PDF
Housing element: governmental constraints: disclosure statement.
Progress bar
Bill information
Status: 03/18/2025 - In committee: Hearing postponed by committee.
Summary: The Planning and Zoning Law requires a city or county to adopt a general plan for land use development that includes, among other things, a housing element. Current law requires the housing element to include an analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels, including, among others, locally adopted ordinance
s that directly impact the cost and supply of residential development. Current law also requires the analysis to demonstrate local efforts to remove governmental constraints that hinder the locality from meeting its share of the regional housing need. This bill would require the housing element to include, in addition to the above- described
analysis, a governmental constraints disclosure statement, as specified. The bill would also prohibit any new or amended governmental constraint, or a more stringent revision of a governmental constraint, from being adopted during the planning, unless, among other things, it was both (1) included in the governmental constraints disclosure statement, and (2) the local government has completed all of the housing element program commitments to eliminate or mitigate governmental constraints contained in the prior and current planning periods, or the adoption of the measure is required by state or federal law and the local government has taken specified actions. By imposing new requirements upon local governments submitting a housing element, the bill would impose a state-mandated local program. (Based on 02/13/2025 text) Location: 03/03/2025 - Assembly H. & C.D.
Introduced: 02/13/2025
Current Text: 02/13/2025 - Introduced
AB 648 Zbur (D) HTML PDF
Community colleges: housing: local zoning regulations: exemption.
Progress bar
Bill information
Status: 03/19/2025 - From committee: Do pass and re-refer to Com. on L. GOV. (Ayes 7. Noes 3.) (March 18). Re-referred to Com. on L. GOV.
Summary: Current law establishes the California Community Colleges, under the administration of the Board of Governors of the California Community Colleges, as one of the segments of postsecondary education in this state. Current law establishes community college districts throughout the state and authorizes them to operate campuses and provide instruction to students. This bill would exempt the construction of faculty and staff housing projects, student housing projects, and university housing development projects, as defined, from local zoning --c::J □
2nd HOUS4!!
.........
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lpt~rcd --c::J □
2nd House
~ 0 ---0---0---0--{ i--L>---{>---t>---{ >-----,: r--u
regulations of any city, county, or city and county when constructed on property owned or leased by a community college district. (Based on 02/13/2025 text) Location: 03/19/2025 - Assembly L. GOV.
Introduced: 02/13/2025
Current Text: 02/13/2025 - Introduced
AB 650 Papan (D) HTML PDF
Planning and zoning: housing element: regional housing needs allocation.
Progress bar
Bill information
Status: 03/28/2025 - Referred to Coms. on H. & C.D. and L. GOV. From committee chair, with author's amendments: Amend, and re-refer to Com. on H. & C.D. Read second time and amended.
Summary: The Planning and Zoning Law requires each county and city to adopt a comprehensive, long- term general plan for the physical development of the county or city, which includes, among other mandatory elements, a housing element. Current law requires a public agency to administer its programs and activities relating to housing and community development in a manner to affirmatively further fair housing, and take no action that is materially inconsistent with its obligation to affirmatively further fair housing. The Planning and Zoning Law requires that a housing element include, among other things, a program that sets forth a schedule of actions during the planning period. Current law requires the Department of Housing and Community Development to develop a standardized reporting format for programs and actions taken pursuant to the requirement to affirmatively further fair housing. This bill would require the department to develop the above-described standardized reporting format on or before December 31, 2026. (Based on 03/28/2025 text)
Location: 03/28/2025 - Assembly H. & C.D.
Introduced: 02/13/2025
Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025
AB 670 Quirk-Silva (D) HTML PDF
Planning and zoning: housing element: converted affordable housing units.
Progress bar
Bill information
Status: 03/28/2025 - Read second time and amended.
Summary: The Planning and Zoning Law requires each city, county, and city and county to adopt a general plan that includes, among other things, a housing element. After a legislative body has adopted all or part of a general plan, existing law requires a planning agency among other things, to provide by April 1 of each year an annual report to specified entities that includes prescribed information, including the number of housing development applications received in the prior year, as specified, the number of units of housing demolished and new units of housing, as specified. This bill would require specified information to be included in the report, including additional information regarding units of new housing, the units of housing demolished, and a report on replacement housing units, as specified. (Based on 03/28/2025 text)
Location: 03/26/2025 - Assembly L. GOV.
Introduced: 02/14/2025
Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025
--c::J □
2nd House
~ a --0---0---0---0---0--c :f--<:>-----CJ--< >--o
Desk. Policy FiScal FIOOf Desk. Pol.Cy Fiscal Floor Conf.COnc. Enrolled \ktoe d Chllptercd -
c::JD
~ D ---U---U---U---U~-Cf---l_)-----<..J---<.j---<J--U
o~ k ~ icy Fiscal FIOO< Ocsk Poll(y FiK al Floor Conf COnc. Enrol led \htoe d Chll ptered AB 712 Wicks (D) HTML PDF
Housing reform laws: enforcement actions: fines and penalties.
Progress bar
Bill information
Status: 03/11/2025 - Re-referred to Com. on H. & C.D.
Summary: Current law within the Planning and Zoning Law describes various reforms and incentives enacted by the Legislature to facilitate and expedite the construction of affordable housing.
Current law within the Planning and Zoning Law, in certain civil actions or proceedings against a public entity that has issued specified approvals for a housing development, authorizes a court to award all reasonably incurred costs of suit to a prevailing public entity or nonprofit housing corporation that is a real party in interest and the permit applicant of the low- or moderate-income housing if the court makes specified findings. This bill, where the applicant for a housing development is a prevailing party in an action brought by the applicant to enforce a housing reform law against a public agency, would entitle an applicant for a housing development project to reasonable attorney’s fees and costs and would require a court to impose fines on a local agency, as specified. The bill would prohibit a public agency from requiring the applicant to indemnify, defend, or hold harmless the public agency in any action alleging the public agency violated the applicant’s rights or deprived the applicant of the benefits or protection provide by a housing reform law. (Based on 03/10/2025 text) Location: 03/10/2025 - Assembly H. & C.D.
Introduced: 02/14/2025
Current Text: 03/10/2025 - Amended
Last Amend: 03/10/2025
AB 726 Ávila Farías (D) HTML PDF
Planning and zoning: annual report: rehabilitated units.
Progress bar
Bill information
Status: 03/26/2025 - From committee: Do pass and re-refer to Com. on L. GOV. with recommendation:
To Consent Calendar. (Ayes 10. Noes 0.) (March 26). Re-referred to Com. on L. GOV.
Summary: The Planning and Zoning Law requires each county and each city to adopt a comprehensive, long-term general plan for the physical development of the county or city, and specified land outside its boundaries, that includes, among other specified mandatory elements, a housing element. That law requires the planning agency of a city or county to provide by April 1 of each year an annual report to, among other entities, the Office of Land Use and Climate Innovation, formerly known as the Office of Planning and Research, and the Department of Housing and Community Development. Current law requires the annual report to include, among other things, the city’s or county’s progress in meeting its share of regional housing needs, as specified. This bill would permit a local agency to include in its annual report the number of units of existing deed-
restricted affordable housing within a specified affordability threshold that are at least 15 years old and have been substantially rehabilitated with at least sixty thousand dollars per unit in funds awarded from the city or county, as specified. (Based on 02/18/2025 text)
Location: 03/26/2025 - Assembly L. GOV.
Introduced: 02/18/2025
Current Text: 02/18/2025 - Introduced
-
c::J D
....._., o ---o---o---o--u--c>---<.>---{.J---{ }----4_}--lJ Orik Polley Fisal FIOOf Desk Policy Fi:1,eal Floor ConfConc. Enrolled ~oed Chapt~red -
c::JD
2ndHO\lse
.........,
AB 736 Wicks (D) HTML PDF
The Affordable Housing Bond Act of 2026.
Progress bar
Bill information
Status: 03/03/2025 - Referred to Com. on H. & C.D.
Summary: Would enact the Affordable Housing Bond Act of 2026, which, if adopted, would authorize the issuance of bonds in the amount of $10,000,000,000 pursuant to the State General Obligation Bond Law. Proceeds from the sale of these bonds would be used to finance programs to fund affordable rental housing and home ownership programs, including, among others, the Multifamily Housing Program, the CalHome Program, and the Joe Serna, Jr. Farmworker Housing Grant Program. (Based on 02/18/2025 text)
Location: 03/03/2025 - Assembly H. & C.D.
Introduced: 02/18/2025
Current Text: 02/18/2025 - Introduced
AB 750 Quirk-Silva (D) HTML PDF
Homeless shelters: safety regulations.
Progress bar
Bill information
Status: 03/27/2025 - Coauthors revised. From committee: Do pass and re-refer to Com. on JUD. (Ayes
10. Noes 0.) (March 26). Re-referred to Com. on JUD.
Summary: Current law requires the housing or building department of every city or county, or the health department if there is no building department, to enforce within its jurisdiction the provisions of the State Housing Law, building standards, and the other rules and regulations adopted by the department pertaining to the maintenance, sanitation, ventilation, use, or occupancy of apartment houses, hotels, or dwellings. Current law authorizes an officer, employee, or agent of an enforcement agency to enter and inspect any building or premises whenever necessary to secure compliance with, or prevent a violation of, specified law, including the State Housing Law. A violation of the State Housing Law, or of the building standards or rules and regulations adopted pursuant to that law, is a misdemeanor. Current law requires a city or county that receives a complaint from an occupant of a homeless shelter, as defined, or an agent of an occupant, alleging that a homeless shelter is substandard to inspect the homeless shelter, as specified. Current law requires a city or county that determines a homeless shelter is substandard to issue a notice to correct the violation to the owner or operator of the homeless shelter, as specified. Current law makes the owner or operator of a homeless shelter responsible for correcting any violation cited pursuant to these provisions. This bill would require a city or county to additionally perform an annual inspection of every homeless shelter located in its jurisdiction. The bill would authorize the above-described inspection or annual inspection to be announced or unannounced. The bill would require homeless shelters to prominently display notice of an occupant’s rights, the process for reporting a complaint alleging a homeless shelter is substandard, and prescribed information, including specified contact information. The bill would require the homeless shelter to provide the same notice in writing to new occupants upon intake. (Based on 02/18/2025 text) Location: 03/26/2025 - Assembly JUD. Current Text: 02/18/2025 - Introduced
-
c::J D
....._., o ---o---o---o--u--c>---<.>---{.J---{ }----4_}--lJ Orik Polley Fisal FIOOf Desk Policy Fi:1,eal Floor ConfConc. Enrolled ~oed Chapt~red -
c::JD
2ndHO\lse
.........,
Introduced: 02/18/2025
AB 820 Pellerin (D) HTML PDF
Homelessness: transport.
Progress bar
Bill information
Status: 03/10/2025 - Referred to Coms. on H. & C.D. and JUD.
Summary: Current law establishes various programs to assist homeless individuals, including the Homeless Emergency Aid Program, the Homeless Housing, Assistance, and Prevention Program, and the Regionally Coordinated
Homelessness Housing, Assistance, and Prevention
Program. This bill would prohibit an employee of a local government or law enforcement agency, when acting in their official capacity, from transporting and dropping off, or arranging for or funding the transport and drop off, of a homeless individual within a jurisdiction unless the employee first coordinates shelter or long-term housing for the homeless individual, as defined and specified. This bill would make a local government or law enforcement agency liable for a civil penalty of $10,000 for each violation of these provisions. (Based on 02/19/2025
text)
Location: 03/10/2025 - Assembly H. & C.D.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
AB 874 Ávila Farías (D) HTML PDF
Mitigation Fee Act: waiver of fees: affordable rental housing.
Progress bar
Bill information
Status: 03/10/2025 - Referred to Coms. on L. GOV. and H. & C.D.
Summary: The Mitigation Fee Act imposes certain requirements on a local agency that imposes a fee as a condition of approval of a development project that is imposed to provide for an improvement to be constructed to serve the development project, or a fee for public improvements, as specified. The act also regulates fees for development projects and fees for specific purposes, including water and sewer connection fees, among others. The act, among other things, requires local agencies to comply with various conditions when imposing fees, extractions, or charges as a condition of approval of a proposed development or development project. The act prohibits a local agency that imposes fees or charges on a residential development for the construction of public improvements or facilities from requiring the payment of those fees or charges until the date of the final inspection or the date the certificate of occupancy is issued, whichever occurs first, except for utility service fees, as provided. This bill would require a local
agency to waive fees or charges that are collected by a local agency to fund the construction of public improvements or facilities for residential developments subject to a regulatory agreement with a public entity, as provided, that includes certain income and affordability requirements. (Based on 02/19/2025 text)
Location: 03/10/2025 - Assembly L. GOV.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
AB 906 González, Mark (D) HTML PDF
--c::J □
2nd House
~ u,,---<>--< >----<>--< >----<>--[ >----<J-----,[ >---< .J-----,. J -
c::JD
2nd H0!.154!!
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lpt~rcd -
c::JD
Planning and zoning: housing elements.
Progress bar
Bill information
Status: 03/10/2025 - Referred to Coms. on H. & C.D. and L. GOV.
Summary: The Planning and Zoning Law requires a city or county to adopt a general plan for land use development that includes, among other things, a housing element. Current law requires the housing element to include, among other things, an inventory of land suitable and available for residential development, including specified sites, an analysis of the relationship of zoning and public facilities and services to these sites (first analysis), and an analysis of the relationship of the sites identified in the land inventory to the jurisdiction’s duty to affirmatively further fair housing (2nd analysis). If the inventory of sites does not identify adequate sites to accommodate the need for groups of all household income levels, as provided, existing law requires that the local government rezone sites within specified time periods. This bill would additionally require the 2nd analysis to demonstrate that the jurisdiction has accommodated a meaningful portion of its share of the regional housing need for lower income households on sites located in higher income, racially exclusive areas to the extent that those areas exist within the jurisdiction. (Based on 02/19/2025 text)
Location: 03/10/2025 - Assembly H. & C.D.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
AB 945 Fong (D) HTML PDF
Density Bonus Law: incentives and concessions: green housing developments.
Progress bar
Bill information
Status: 03/10/2025 - Referred to Coms. on H. & C.D. and L. GOV.
Summary: The Density Bonus Law requires a city or county to provide a developer that proposes a housing development within the city or county with a density bonus and other incentives or concessions, as specified, if the developer agrees to construct, among other options, specified percentages of units for lower income households or very low income households, and meets other requirements. Under current law, the number of incentives or concessions granted to a development under the Density Bonus Law vary based on the percentage of affordable units within the development, or whether the development serves specified other target populations, as provided. Current law establishes the Department of Housing and Community Development (HCD) in the Business, Consumer Services, and Housing Agency and requires it to administer various programs intended to promote the development of housing. Current law establishes the State Energy Resources Conservation and Development Commission (the commission), consisting of 5 members, and es
tablishes various duties and responsibilities of the commission relating to energy usage in the state. This bill would require a city or county to grant additional incentives or concessions when an applicant proposes to construct a green housing development, as defined. The bill would require that the number of incentives or concessions granted initially be set to 3 and would require HCD, as specified, to evaluate and report on the number and type of units and developments entitled, permitted, and constructed pursuant to these provisions. The bill would require HCD, in this report, to maintain or alter the number of 2ndHOl.lse
Desk Policy Fisc~I Floor ConfConc Enrollllld ~oed Chopte,red -
c::J D
2nd HOl.lse
______,D---0---0·--< }---{ J---< :>---<>---<>---< >---<: }--( J Desio; Pol icy Fisa,I FIOOI' Desi( Policy Fisc~I Floor ConfConc Enrollllld Vetoed Chopte,ied incentives or concessions granted under these provisions, as prescribed. (Based on 02/19/2025 text)
Location: 03/10/2025 - Assembly H. & C.D.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
AB 1021 Wicks (D) HTML PDF
Housing: local educational agencies.
Progress bar
Bill information
Status: 03/24/2025 - Referred to Coms. on H. & C.D. and L. GOV.
Summary: The Planning and Zoning Law requires each county and city to adopt a comprehensive, long- term general plan for its physical development, and the development of certain lands outside its boundaries, that includes, among other mandatory elements, a housing element. That law, until January 1, 2033, deems a housing development project an allowable use on any real property owned by a local educational agency if the housing development satisfies specified conditions, including, among others, consisting of at least 10 housing units, 100% of the units being rented by local educational agency employees, local public employees, and general members of the public pursuant to a specified priority, and a majority of the units being deed restricted for lower income or moderate-income households, as specified. Current law, the Housing Accountability Act, among other things, prohibits a local agency from disapproving a housing development project for very low, low-, or moderate-income households unless the local agency makes written findings as to one of certain sets of conditions, as specified, and describes various procedural requirements applicable to housing development projects. This bill would revise and recast the provisions deeming a housing development project an allowable use on any real property owned by a local educational agency. The bill would require the housing development to satisfy specified conditions, and would apply the specified procedural requirements of the Housing Accountability Act to review of housing development projects subject to these provisions. (Based on 02/20/2025 text) Location: 03/24/2025 - Assembly H. & C.D.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
AB 1061 Quirk-Silva (D) HTML PDF
Housing developments: urban lot splits: historical resources.
Progress bar
Bill information
Status: 03/28/2025 - Read second time and amended.
Summary: Under the Planning and Zoning Law, the legislative body of a county or city may adopt ordinances that, among other things, regulate the use of buildings, structures, and land, as provided. The Subdivision Map Act vests the authority to regulate and control the design and improvement of subdivisions in the legislative body of a local agency and sets forth procedures governing the local agency’s processing, approval, conditional approval or disapproval, and filing of tentative, final, and parcel maps. Current law requires a local agency to consider ministerially a specified proposed housing development or to ministerially approve a parcel map for an urban lot split if the development or parcel meets specified requirements, including, -- c::J □
2nd House
~ a --0---0---0---0---0--c :f--<:>-----CJ--< >--o
Desk Policy FiSUol FIOOf Desk. Pol.Cy Fiscal Floor Conf.COnc. Enrolled \ktoed Chllptered c::JD
........._o ---u---o---o--o--c.f--c>-----(J--<>--.J--u
Desk Policy FiSUol FIOOf Desk Pol.Cy Fiscal Floor COl'lfCOnc. Enrolled \htoed Chllptered that the development or parcel is not located within a historic district or property included on the State Historic Resources Inventory or within a site that is designated or listed as a city or county landmark or historic property or district pursuant to city or county ordinance, as specified. Current law authorizes a local agency to impose specified objective standards on the development or parcel created by an urban lot split, but prohibits a local agency from, among other things, requiring setback for an existing structure or structure constructed in the same location and to the same dimensions of an existing structure. With respect to ministerial review of a housing development under the above-described provisions, this bill would, if the other specified requirements are met, instead require a local agency to consider ministerially a proposed housing development or that is not located on a parcel individually listed as a historical resource included in the State Historical Resources Inventory, as specified, or within a property individually designated or listed as a city or county landmark under a city or county ordinance. The bill would additionally prohibit the development from demolishing more than 25% of the exterior wall area or affecting the character-defining exterior features of a contributing structure, as specified. (Based on 03/28/2025 text) Location: 03/26/2025 - Assembly L. GOV.
Introduced: 02/20/2025
Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025
AB 1154 Carrillo (D) HTML PDF
Accessory dwelling units: junior accessory dwelling units.
Progress bar
Bill information
Status: 03/26/2025 - From committee: Do pass and re-refer to Com. on L. GOV. with recommendation:
To Consent Calendar. (Ayes 10. Noes 0.) (March 26). Re-referred to Com. on L. GOV.
Summary: The Planning and Zoning Law, among other things, provides for the creation of accessory dwelling units by local ordinance, or, if a local agency has not adopted an ordinance, by ministerial approval, in accordance with specified standards and conditions. Existing law prohibits a local agency from imposing parking standards for an accessory dwelling unit under certain circumstances, whether or not the local agency has adopted a local ordinance pursuant to the above provisions. Under existing law, those circumstances include, among others, if the accessory dwelling unit is located within 1/2 of one mile walking distance of public transit or there is a car share vehicle located within one block of the accessory dwelling unit. This bill would additionally prohib
it a local agency from imposing any parking standards if the accessory dwelling unit is 500 square feet or smaller. This bill contains other related provisions and other existing laws. (Based on 02/20/2025 text)
Location: 03/26/2025 - Assembly L. GOV.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
AB 1206 Harabedian (D) HTML PDF
Single-family and multifamily housing units: preapproved plans.
Progress bar
Bill information
Status: 03/28/2025 - Re-referred to Com. on L. GOV.
-- c::J □
2ndH0!,1se,
~o--u-------<u-------<u-----<u-----<u-----<u-----<u-----<u-----<u-----u -
c::JD
2ndH0!,1se,
~o--u-------<u-------<u-----<u-----<u-----<u-----<u-----<u-----<u-----u Summary: Would require each local agency, as defined and by July 1, 2026, to develop a program for the preapproval of single-family and multifamily residential housing plans, whereby the local agency accepts single-family and multifamily plan submissions for preapproval and approves or denies the preapproval applications, as specified. The bill would authorize a local agency to charge a fee to an applicant for the preapproval of a single-family or multifamily residential housing plan, as specified. The bill would require the local agency to post preapproved single- family or multifamily residential housing plans and the contact information of the applicant on the local agency’s internet website. The bill would require a local agency to either approve or deny an application for a single-family or multifamily residential housing unit, both as defined, within 30 days if the lot meets certain conditions and the application utilizes either a single- family or multifamily residential housing unit plan preapproved within the current triennial California Building Standards Code rule
making cycle or a plan that is identical to a plan used in an application for a single-family or multifamily residential housing unit approved by the local agency within the current triennial California Building Standards Code rulemaking cycle. The bill would also provide that its provisions do not prevent a local agency from voluntarily accepting or admitting additional plans at higher densities in additional zoning districts into the preapproved housing plan program, at the local agency’s discretion. (Based on 03/27/2025 text)
Location: 03/26/2025 - Assembly L. GOV.
Introduced: 02/21/2025
Current Text: 03/27/2025 - Amended
Last Amend: 03/27/2025
ACA 4 Jackson (D) HTML PDF
Homelessness and affordable housing.
Progress bar
Bill information
Status: 01/27/2025 - Read first time.
Summary: The California Constitution authorizes the development, construction, or acquisition of developments composed of urban or rural dwellings, apartments, or other living accommodations for persons of low income financed in whole or in part by the federal government or a state public body, or to which the federal government or a state public body extends assistance, if a majority of the qualified electors of the city, town, or county in which the housing is proposed to be located approves the project by voting in favor thereof, as specified. This measure, the Housing Opportunities for Everyone (HOPE) Act, would create an account in the General Fund into which, beginning in the 2027–28 fiscal year, and each fiscal year thereafter until September 30, 2036, a sum would be transferred from the General Fund equal to or greater than 5% of the estimated amount of General Fund revenues for that fiscal year, as specified. The measure would require the moneys in the account to be appropriated by the Legislature to the Business, Consumer Services, and Housing Agency, and would authorize that agency to expend the moneys to fund prescribed matters related to homelessness and affordable housing, including housing and services to prevent and end homelessness. (Based on 01/24/2025 text)
Location: 01/24/2025 - Assembly PRINT
Introduced: 01/24/2025
Current Text: 01/24/2025 - Introduced
SB 79 Wiener (D) HTML PDF
Planning and zoning: housing development: transit-oriented development.
c::J D
2nd H01.IS4!!
Desk Policy FiSUol FIOOf Desi,; Pol.Cy Fiscal Floor COl'lf.COnc. Enrolled \htoed Chllpte-rcd --c::J □
Progress bar
Bill information
Status: 03/12/2025 - Re-referred to Coms. on HOUSING and L. GOV.
Summary: Current law prescribes requirements for the disposal of surplus land by a local agency. Existing law defines “surplus land” for these purposes to mean land owned in fee simple by any local agency for which the local agency’s governing body takes formal action declaring that the land is surplus and is not necessary for the agency’s use. Current law defines “agency’s use” for these purposes to include land that is being used for agency work or operations, as provided.
Current law exempts from this definition of “agency’s use” certain commercial or industrial uses, except that in the case of a local agency that is a district, except a local agency whose primary purpose or mission is to supply the public with a transportation system, “agency’s use” may include commercial or industrial uses or activities, as specified. This bill would additionally include land leased to support public transit operations in the definition of “agency’s use,” as described above. (Based on 03/05/2025 text)
Location: 03/12/2025 - Senate HOUSING
Introduced: 01/15/2025 (Spot bill)
Current Text: 03/05/2025 - Amended
Last Amend: 03/05/2025
SB 92 Blakespear (D) HTML PDF
Housing development: density bonuses: mixed-use developments.
Progress bar
Bill information
Status: 03/24/2025 - Set for hearing April 23.
Summary: The Density Bonus Law requires a city or county to provide a developer that proposes a housing development, as defined, within the city or county with a density bonus and other incentives or concessions, as specified, if the developer agrees to construct specified percentages of units for lower income households or very low income households, and meets other requirements. Current law defines “housing development” to mean a development project for 5 or more residential units, including mixed-use developments, as specified. This bill would define “mixed-used developments” to mean mixed-
used developments consisting of residential
and nonresidential uses that meet specified conditions. (Based on 03/10/2025 text) Location: 03/18/2025 - Senate L. GOV.
Introduced: 01/22/2025
Current Text: 03/10/2025 - Amended
Last Amend: 03/10/2025
SB 336 Wiener (D) HTML PDF
Real property tax: welfare exemption: moderate-income housing.
Progress bar
Bill information
Status: 03/18/2025 - Set for hearing May 14.
Summary: Current property tax law, pursuant to constitutional authorization, provides for a “welfare exemption” for property used exclusively for religious, hospital, scientific, or charitable purposes and that is owned or operated by certain types of nonprofit entities, if certain 2nd House
~Cll ·---< :>----< >--< >----< :>----< >--< >----< :>----< >--< >----< l Desk; Pol1ey Fiscal Floor ConfConc Enrollllld 1/ftoed Ol11pWed -
CJD
2nd House
~Cll ·---< :>----< >--< >----< :>----< >--< >----< :>----< >--< >----< l Desk; Pol ic y Fisa,I FIOOI' Desk; Pol1ey Fiscal Floor ConfConc Enrollllld 1/ftoed Ol!lpte,red -
CJD
2nd House
~D---0---0·--< }--{ J---< :f---{}--{}---{ >---<: }--( J Desk; Pol ic y Fisa,I FIOOI' Desk; Pol1ey Fiscal Floor ConfConc Enrolll!ld 1/ftoed Ch&pte,ied qualifying criteria are met. That law provides a partial welfare exemption in the case of residential rental property used for lower income households, as specified, calculated as that percentage of the value of the property that is equal to the percentage that the number of units serving lower income households represents of the total number of residential units. This bill would provide a partial welfare exemption in the case of residential rental property used for low- and moderate-income households. The partial exemption would be equal to that percentage of the value of the property that is equal to the percentage that the number of units serving low- and moderate-income households represents of the total number of residential units, as provided. (Based on 02/12/2025 text)
Location: 02/19/2025 - Senate REV. & TAX
Introduced: 02/12/2025
Current Text: 02/12/2025 - Introduced
SB 417 Cabaldon (D) HTML PDF
The Affordable Housing Bond Act of 2026.
Progress bar
Bill information
Status: 02/19/2025 - From printer. May be acted upon on or after March 21.
Summary: Would enact the Affordable Housing Bond Act of 2026, which, if adopted, would authorize the issuance of bonds in the amount of $10,000,000,000 pursuant to the State General Obligation Bond Law. Proceeds from the sale of these bonds would be used to finance programs to fund affordable rental housing and home ownership programs, including, among others, the Multifamily Housing Program, the CalHome Program, and the Joe Serna, Jr. Farmworker Housing Grant Program. (Based on 02/18/2025 text)
Location: 02/18/2025 - Senate RLS.
Introduced: 02/18/2025
Current Text: 02/18/2025 - Introduced
SB 486 Cabaldon (D) HTML PDF
Regional housing: public postsecondary education: changes in enrollment levels: California Environmental Quality Act.
Progress bar
Bill information
Status: 03/20/2025 - Set for hearing April 1.
Summary: Current law requires certain transportation planning agencies to prepare and adopt regional transportation plans directed at achieving a coordinated and balanced regional transportation system. Current law requires each regional transportation plan to include a sustainable communities strategy prepared by each metropolitan planning organization in order to, among other things, identify areas within the region sufficient to house all the population of the region, including all economic segments of the population, over the course of the planning period of the regional transportation plan taking into account net migration into the region, population growth, household formation, and employment growth. This bill would require the sustainable communities strategy, in identifying areas within the region sufficient to house all the population of the region, to also take into account changes in enrollment levels at institutions of public higher education, as defined, excluding changes in enrollment levels of nonresident students. (Based on 02/19/2025 text)
--c::J □
2nd Hou se
~ D "-·0·-·0·--0---{ J--L>-----{}-----(}----{ }------,: )---lJ --c::J □
2nd H01.154!!
.........
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor C0r1f COnc. Enrolled \htoe d Chapt~rcd Location: 02/26/2025 - Senate HOUSING
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
SB 569 Blakespear (D) HTML PDF
Department of Transportation: homeless encampments.
Progress bar
Bill information
Status: 03/05/2025 - Referred to Com. on TRANS.
Summary: The bill would require the Department of Transportation to develop a joint action plan for each district of the department in which homeless encampments are located on department property in collaboration with local governments located in the district. The bill would require the department, upon appropriation by the Legislature, to allocate funds to support collaborative efforts with local governments to address homeless encampments on department property.
The bill would require the department to establish an advisory committee in each district for the purpose of providing advice on the implementation of these provisions. The bill would require the department to submit an annual report to the Legislature summarizing specified information and recommendations regarding homeless encampments on department property. (Based on 02/20/2025 text)
Location: 03/05/2025 - Senate TRANS.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
SB 607 Wiener (D) HTML PDF
California Environmental Quality Act: categorical exemptions: infill projects.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on E.Q.
Summary: The California Environmental Quality Act (CEQA) requires a lead agency, as defined, to prepare, or cause to be prepared, and certify the completion of an environmental impact report (EIR) on a project that it proposes to carry out or approve that may have a significant effect on the environment or to adopt a negative declaration if it finds that the project will not have that effect. CEQA also requires a lead agency to prepare a mitigated negative declaration for a project that may have a significant effect on the environment if revisions in the project would avoid or mitigate that effect and there is no substantial evidence that the project, as revised, would have a significant effect on the environment. Existing law defines “negative declaration” and “mitigated negative declaration” for these purposes.This bill would revise the definition of negative declaration to mean a written statement briefly describing the substantial evidence in the record that the proposed project will not have a significant effect on the environment, as specified. The bill would also revise the definition of mitigated negative declaration to mean that revisions would avoid or mitigate the effects on the environment, as determined by the public agency based upon substantial evidence in the record, as specified, and that there is substantial evidence that the project as revised will not have a significant effect on the environment, as provided. (Based on 03/24/2025 text)
-
c::J D
.........«u •--< >--<--l r---< >--<--l r---< >--<--l r---< > Desk Pol icy Fiscal Fl00< Desk Pal,,:-y Fiscal Floor Cont.Cone. Enrolled Vetoed O\liptcrcd -
c::JD
2ndHOl.lse
.......,D ·-·O·-·O·--< }--{ J---< :f---{}--{}---{ >---<: }--( J Desk Policy Fiscal Floor ConfConc Enrolled Vetoed Ch&pte,icd Location: 03/05/2025 - Senate E.Q.
Introduced: 02/20/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 627 McGuire (D) HTML PDF
Planning and zoning: housing: postentitlement phase permits.
Progress bar
Bill information
Status: 03/24/2025 - Set for hearing April 2.
Summary: Existing law, the Permit Streamlining Act, which is part of the Planning and Zoning Law, requires each public agency to provide a development project applicant with a list that specifies the information that will be required from any applicant for a development project. Specifically, existing law establishes time limits for completing reviews regarding whether an application for a post entitlement phase permit is complete and compliant, and whether to approve or deny an application, as specified. Existing law requires a local agency, if a post entitlement phase permit is determined to be incomplete, denied, or noncompliant, to provide a process for the applicant to appeal that decision in writing to the governing body of the agency or, if there is no governing body, to the director of the agency, as provided by that agency. This bill would delete the provision for the applicant to appeal a decision to the director of the local agency, as described above, and, instead, would require a local agency to provide a process for the applicant to appeal that decision in writing to the governing body of the agency only. (Based on 02/20/2025 text)
Location: 03/05/2025 - Senate L. GOV.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
SB 677 Wiener (D) HTML PDF
Housing development: streamlined approvals.
Progress bar
Bill information
Status: 03/05/2025 - Referred to Coms. on HOUSING and L. GOV.
Summary: (1)Existing law, the Planning and Zoning Law, requires a proposed housing development containing no more than 2 residential units within a single-family residential zone to be considered ministerially, without discretionary review or hearing, if the proposed housing development meets certain requirements. This bill would require ministerial approval for proposed housing developments containing no more than 2 residential units on any lot hosting a single-family home or zoned for 4 or fewer residential units, notwithstanding any covenant, condition, or restriction imposed by a common interest development association. This bill contains other related provisions and other existing laws. (Based on 02/21/2025 text) Location: 03/05/2025 - Senate HOUSING
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 733 Wahab (D) HTML PDF
Planning and zoning: annual progress report: Low Barrier Navigation Centers.
Progress bar
--c::J □
.........« u •--< >--<--l r---< >--<--l r---< >--<--l r---< > Desk Pol icy Fiscal Fl00< Desk Pal,,:-y Fiscal Floor Cont.Cone. Enrolled ~oed O\liptercd --c::J □
......., ut,--< :>--< l--< >---< :>--< )--{ >---< .>--< )--{ >---< ) Ocs.k Pol icy Fiscal Fl00< Desk Palo,:-y FiKal Floo~ ConfConc . Enrolled \htoed O\liptercd --c::J □
Bill information
Status: 03/13/2025 - Set for hearing April 1.
Summary: Existing law, the Planning and Zoning Law, requires each county and each city to adopt a comprehensive, long-term general plan for the physical development of the county or city, and specified land outside its boundaries, that includes, among other specified mandatory elements, a housing element. That law requires the planning agency of a city or county to provide by April 1 of each year an annual report to, among other entities, the Office of Land Use and Climate Innovation, formerly known as the Office of Planning and Research, and the Department of Housing and Community Development that includes, among other specified information, the number of units of housing demolished and new units of housing that have been issued a completed entitlement, a building permit, or a certificate of occupancy, thus far in the housing element cycle. This bill would require a city or county to submit as part of its annual report information on the permitting of any Low Barrier Navigation Centers in its jurisdiction. By increas
ing the scope of data required to be reported in the annual report, the bill would impose a state-mandated local program. The bill would also make a nonsubstantive change to update a reference to the Office of Land Use and Climate Innovation in these provisions. This bill contains other related provisions and other existing laws. (Based on 02/21/2025 text)
Location: 03/12/2025 - Senate HOUSING
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 748 Richardson (D) HTML PDF
Encampment Resolution Funding program: recreational vehicles: reporting.
Progress bar
Bill information
Status: 03/27/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on HUMAN S.
Summary: Current law establishes the Encampment Resolution Funding program, administered by the Department of Housing and Community Development, to increase collaboration between the department, local jurisdictions, and continuums of care for, among other things, providing encampment resolution grants to local jurisdictions and continuums of care to resolve critical encampment concerns and transition individuals into safe and stable housing. Current law requires the department to report to the chairs of the relevant fiscal and policy committees of the Legislature on the outcomes, learnings, and best practices models identified through the program. This bill would define encampments to include people using recreational vehicles for temporary shelter along public roads. The bill would additionally include assisting specified local jurisdictions with, among other things, removing and storing recreational vehicles, as specified, acquiring property for safe parking sites, and increasing safe parking site hours as purposes of the program. (Based on 03/27/2025 text)
Location: 03/12/2025 - Senate HUM. S.
Introduced: 02/21/2025
Current Text: 03/27/2025 - Amended
Last Amend: 03/27/2025
SB 808 Caballero (D) HTML PDF
Civil Actions: writs: housing development projects.
2ndHOl.lse
•--{
-
c::J D
........,,D ---o---o---O---{_J--C)-----{_}---{_)---{ }-----4_}--l) Desi< ~ icy FisCIIII Fl00< Desk Polocy Fi:ICal Floor ConfConc . Enrolled ~oed O\apter~d -- c::J □
Progress bar
Bill information
Status: 03/27/2025 - Set for hearing April 8.
Summary: Existing law sets forth an expedited procedure for judicial review of decisions by a local public agency regarding the issuance, revocation, suspension, or denial of a permit involving expressive conduct protected by the First Amendment to the United States Constitution, as specified. This bill would provide similar expedited judicial review for denials of permits or other entitlements for housing development projects or residential units at the trial and appellate level, as specified. The bill would require local agencies, upon the request of an applicant for a permit, to compile a record of its proceedings as they occur and to certify the record within 15 days of the service of a writ. The bill would require that a hearing be set no later than 45 days after the filing of the writ and that the court issue a decision no later than 30 days after the matter is submitted or 75 days after the writ was filed, whichever is earlier. The bill would require the temporary assignment of judicial officers to ensure the timelines are met. (Based on
02/21/2025 text)
Location: 03/12/2025 - Senate JUD.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
Human Resources/Public Sector Employment LAP
AB 339 Ortega (D) HTML PDF
Local public employee organizations: notice requirements.
Progress bar
Bill information
Status: 03/19/2025 - From committee: Do pass and re-refer to Com. on APPR. (Ayes 4. Noes 0.) (March 19). Re-referred to Com. on APPR.
Summary: The Meyers-Milias-Brown Act contains various provisions that govern collective bargaining of local represented employees and delegates jurisdiction to the Public Employment Relations Board to resolve disputes and enforce the statutory duties and rights of local public agency employers and employees. Current law requires the governing body of a public agency to meet and confer in good faith regarding wages, hours, and other terms and conditions of employment with representatives of recognized employee organizations. Current law requires the governing body of a public agency, and boards and commissions designated by law or by the governing body, to give reasonable written notice, except in cases of emergency, as specified, to each recognized employee organization affected of any ordinance, rule, resolution, or regulation directly relating to matters within the scope of representation proposed to be adopted by the governing body or the designated boards and commissions. This bill would require the governing body
of a public agency, and boards and commissions designated by law or by the governing body of a public agency, to give the recognized employee organization no less than 120 days’ written notice before issuing a request for proposals, request for quotes, or renewing or extending an existing contract to perform services that are within the scope of work of the job classifications represented by the recognized employee 2nd House
~Cll ·---< •>----< >--< >----< •>----< >--< >----< •>----< >--< >----< l Des~ Pol1ey Fiscal Floor ConfConc Enrollllld 1/ftoed Ol11pWed -
CJD
2nd House
• • Des~ Polocy Fiscal Floor Conf.Conc Enrolll!ld Vetoed Ch!lptered organization. The bill would require the notice to include specified information, including the anticipated duration of the contract. (Based on 01/28/2025 text) Location: 03/19/2025 - Assembly APPR.
Introduced: 01/28/2025
Current Text: 01/28/2025 - Introduced
AB 340 Ahrens (D) HTML PDF
Employer-employee relations: confidential communications.
Progress bar
Bill information
Status: 03/19/2025 - From committee: Do pass and re-refer to Com. on APPR. (Ayes 6. Noes 0.) (March 19). Re-referred to Com. on APPR.
Summary: Current law that governs the labor relations of public employees and employers, including, among others, the Meyers-Milias-Brown Act, the Ralph C. Dills Act, provisions relating to public schools, and provisions relating to higher education, prohibits employers from taking certain actions relating to employee organization, including imposing or threatening to impose reprisals on employees, discriminating or threatening to discriminate against employees, or otherwise interfering with, restraining, or coercing employees because of their exercise of their guaranteed rights. Those provisions of current law further prohibit denying to employee organizations the rights guaranteed to them by current law. This bill would prohibit a public employer from questioning a public employee, a representative of a recognized employee organization, or an exclusive representative regarding communications made in confidence between an employee and an employee representative in connection with representation relating to any matter within the scope of the recognized employee organization’s representation. (Based on 03/05/2025 text)
Location: 03/19/2025 - Assembly APPR.
Introduced: 01/28/2025
Current Text: 03/05/2025 - Amended
Last Amend: 03/05/2025
AB 569 Stefani (D) HTML PDF
California Public Employees’ Pension Reform Act of 2013: exceptions: supplemental defined benefit plans.
Progress bar
Bill information
Status: 02/24/2025 - Referred to Com. on P. E. & R.
Summary: The California Public Employees’ Pension Reform Act of 2013 (PEPRA) prohibits a public employer from offering a defined benefit pension plan exceeding specified retirement formulas, requires new members of public retirement systems to contribute at least a specified amount of the normal cost, as defined, for their defined benefit plans, and prohibits an enhancement of a public employee’s retirement formula or benefit adopted after January 1, 2013, from applying to service performed prior to the operative date of the enhancement. PEPRA prohibits a public employer from offering a supplemental defined benefit plan if the public employer did not do so before January 1, 2013, or, if it did, from offering that plan to an additional employee group after that date. This bill would, notwithstanding that prohibition, authorize a public employer, as defined, to bargain over contributions for supplemental retirement benefits administered by, or on behalf of, an exclusive bargaining representative of one or more of the public employer’s bargaining units. (Based on 02/12/2025 text)
--c::J □
2nd Hou se
• • Desk. Pol.Cy Fiscal Floor Conf.COnc. Enrolled \ktoed Chllpte-rcd -
c::JD
2nd H01.154!!
.........
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor C0r1fCOnc. Enrolled \htoed Chapt~rcd Location: 02/24/2025 - Assembly P.E. & R.
Introduced: 02/12/2025
Current Text: 02/12/2025 - Introduced
AB 1198 Haney (D) HTML PDF
Public works: prevailing wages.
Progress bar
Bill information
Status: 03/10/2025 - Referred to Com. on L. & E.
Summary: Current law requires that, except as specified, not less than the general prevailing rate of per diem wages, determined by the Director of Industrial Relations, be paid to workers employed on public works projects.
Current law requires the body awarding a contract for a public work to obtain from the director the general prevailing rate of per diem wages for work of a similar character in the locality in which the public work is to be performed, and the general prevailing rate of per diem wages for holiday and overtime work, for each craft, classification, or type of worker needed to execute the contract. Under current law, if the director determines during any quarterly period that there has been a change in any prevailing rate of per diem wages in a locality, the director is required to make that change available to the awarding body and their determination is final. Under current law, that determination does not apply to public works contracts for which the notice to bidders has been published. This bill would instead state, commencing July 1, 2026, that if the director determines, within a semiannual period, that there is a change in any prevailing rate of per diem wages in a locality, that determination applies to any public works contract that is awarded or for which notice to bidders is published after July 1, 2026. The bill would authorize any contractor, awarding body, or specified representative affected by a change in rates on a particular contract to, within 20 days, file with the director a verified petition to review the determination of that rate, as specified. (Based on 02/21/2025 text)
Location: 03/10/2025 - Assembly L. & E.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 456 Ashby (D) HTML PDF
Contractors: exemptions: muralists.
Progress bar
Bill information
Status: 03/18/2025 - Set for hearing April 7.
Summary: Current law makes it a misdemeanor for a person to engage in the business, or act in the capacity, of a contractor without a license, unless exempted. Current law exempts from the Contractors State License Law, among other things, a nonprofit corporation providing assistance to an owner, as specified. This bill would exempt from that law a muralist, as defined, who produces a mural, as defined, pursuant to an agreement with a person who could legally authorize the work. (Based on 02/19/2025 text)
Location: 02/26/2025 - Senate B., P. & E.D.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
--c::J □
.........«u •--< >--<--l r---< >--<--l r---< >--<--l r---< > Desk Pol icy Fiscal Fl00< Desk Pal,,:-y Fiscal Floor Cont.Cone. Enrolled ~oed O\liptcrcd -
c::JD
2ndHOl.lse
.......,D ·-·O·-·O·--< }--{ J---< :f---{}--{}---{ }-----,: }--( J Desk Policy Fiscal Floor ConfConc Enrolled ~oed Ch&pte,icd Local Representative Legislation
SB 30 Cortese (D) HTML PDF
Diesel-powered on-track equipment: decommissioning: resale and transfer restrictions.
Progress bar
Bill information
Status: 03/26/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on TRANS.
Summary: Would prohibit a public entity that owns diesel-powered on-track equipment from selling, donating, or otherwise transferring that equipment for continued use after the public entity decommissions the equipment. (Based on 03/26/2025 text) Location: 02/19/2025 - Senate TRANS.
Introduced: 12/02/2024 (Spot bill)
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 33 Cortese (D) HTML PDF
Homeless pupils: California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program.
Progress bar
Bill information
Status: 03/19/2025 - From committee: Do pass and re-refer to Com. on HUMAN S. (Ayes 6. Noes 1.) (March 19). Re-referred to Com. on HUMAN S.
Summary: Current law establishes various programs to provide assistance to homeless youth, including, among others, homeless youth emergency service pilot projects and the Runaway Youth and Families in Crisis Project. This bill, subject to an appropriation by the Legislature for this purpose, would require the State Department of Social Services to establish the California Success, Opportunity, and Academic Resilience (SOAR) Guaranteed Income Program. The program would award public school pupils who are in grade 12 and are homeless children or youths, as defined, a guaranteed income of $1,000 each month for 4 months from May 1, 2026, to August 1, 2026, inclusive, as provided. (Based on 03/10/2025 text) Location: 03/19/2025 - Senate HUM. S.
Introduced: 12/02/2024
Current Text: 03/10/2025 - Amended
Last Amend: 03/10/2025
SB 61 Cortese (D) HTML PDF
Private works of improvement: retention payments.
Progress bar
Bill information
Status: 03/26/2025 - Set for hearing April 8. From committee with author's amendments. Read second time and amended. Re-referred to Com. on JUD.
- c::J D
2nd HOUS4!!
.......... D ·--U---V---V--U--CJ----<...>--<..J---<...>---<.J--U Desk. Policy FiScal FIOOf Desk. Pol.Cy Fiscal Floor ConfCOnc. Enrolled ~oed Chaptered -- c::J □
2nd H0!.154!!
.......,_ u ---u---u---u--u--cJ---c>--<..J---<.>---<.J--u Desk Policy FiSUol FIOOf Desk. Pol.Cy Fiscal Floor ConfCOnc. Enrolled \htoed CNiptered -- c::J □
2nd House
........ u,,--<>--< >---<>--< >---<>--[ )---{}----,[ >---< .1-........ J Summary: Current law generally governs retention payments withheld with respect to a contract for a private work of improvement, including by requiring an owner that withholds a retention from a direct contractor to, within 45 days after completion of the work of improvement, pay the retention to the contractor. This bill would limit the amount of a retention payment with respect to a contract for a private work of improvement by, among other things, prohibiting a retention payment withheld from a payment by an owner from the direct contractor, by the direct contractor from any subcontractor, and by a subcontractor from any subcontractor thereunder, for a private work of improvement, from exceeding 5% of the payment, subject to certain exceptions. (Based on 03/26/2025 text)
Location: 01/29/2025 - Senate JUD.
Introduced: 01/09/2025
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 254 Becker (D) HTML PDF
Electricity: Family Electric Rate Assistance program.
Progress bar
Bill information
Status: 03/20/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Current law requires the Public Utilities Commission to continue a program of assistance to residential customers of the state’s 3 largest electrical corporations consisting of households of 3 or more persons with total household annual gross income levels between 200% and 250% of the federal poverty guideline level, which is referred to as the Family Electric Rate Assistance (FERA) program. Current law requires the commission, by March 1, 2025, and each year thereafter, to require the state’s 3 largest electrical corporations to report on their efforts to enroll customers in the FERA program. Current law requires the commission, by June 1, 2025, and each year thereafter, to review each electrical corporation’s report to ensure it has made reasonable efforts to enroll eligible households in the FERA program commensurate with the proportion of households the commission determines to be eligible within the electrical corporation’s service territory. If the commission, in its review of a report, determines an electrical corporation has not made reasonable efforts to enroll eligible households in the FERA program, current law requires the commission to require the electrical corporation to develop a strategy and plan to sufficiently enroll eligible households within 3 years of the adoption of the strategy and plan. This bill would additionally require each electrical corporation’s report to provide a breakdown of the number of eligible households and FERA program enrollment by disadvantaged community, as defined by the commission. (Based on 03/20/2025 text)
Location: 02/03/2025 - Senate RLS.
Introduced: 02/03/2025
Current Text: 03/20/2025 - Amended
Last Amend: 03/20/2025
SB 257 Wahab (D) HTML PDF
Pregnancy As a Recognized Event for Nondiscriminatory Treatment (PARENT) Act.
Progress bar
Bill information
Status: 02/14/2025 - Referred to Com. on HEALTH.
-- CJ □
2nd House
~D"-·0·-·0·--0---{ J--L>-----{}-----(}----{ }------,: )---lJ -
CJD
........,_a ---u---u---O---{J--L>-----{>-----t>-----{>------,.J--ll Desk Policy FiSUol FIOOf Desk Poloe y Fiscal Floor COl'lf COnc. Enrolled ~oed Chll ptere d Summary: Current law provides for the regulation of disability insurers by the Department of Insurance.
Current law requires a health care service plan or disability insurer to allow an individual to enroll in or change their health benefit plan as a result of a specified triggering event. Current law prohibits a health care service plan contract or disability insurance policy issued, amended, renewed, or delivered on or after July 1, 2003, from imposing a copayment or deductible for specified maternity services that exceeds the most common amount of the copayment or deductible imposed for services provided for other covered medical conditions. This bill, the Pregnancy As a Recognized Event for Nondiscriminatory Treatment (PARENT) Act, would make pregnancy a triggering event for purposes of enrollment or changing a health benefit plan. The bill would prohibit a health care service plan contract or disability insurance policy issued, amended, or renewed on or after January 1, 2026, that provides coverage for maternity services or newborn and pediatric care services from taking specified actions based on the circumstances of conception, including denying, limiting, or seeking reimbursement for maternity services or newborn and pediatric care services because the enrollee or insured is acting as a gestational carrier. (Based on 02/03/2025 text) Location: 02/14/2025 - Senate HEALTH
Introduced: 02/03/2025
Current Text: 02/03/2025 - Introduced
SB 258 Wahab (D) HTML PDF
Crimes: rape.
Progress bar
Bill information
Status: 02/14/2025 - Referred to Com. on PUB. S.
Summary: Current law defines rape as an act of sexual intercourse accomplished under certain circumstances, including with a person not the spouse of the perpetrator where the person is incapable of giving legal consent because of a mental disorder or developmental or physical disability. This bill would remove the spousal exception from this definition of rape. (Based on 02/03/2025 text)
Location: 02/14/2025 - Senate PUB. S.
Introduced: 02/03/2025
Current Text: 02/03/2025 - Introduced
SB 259 Wahab (D) HTML PDF
Fair Online Pricing Act.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: The California Consumer Privacy Act of 2018 grants to a consumer various rights with respect to personal information, as defined, that is collected by a business, as defined, including the right to request that a business delete personal information about the consumer that the business has collected from the consumer and to direct a business that sells or shares personal information about the consumer to third parties not to sell or share the consumer’s personal information. This bill, the Fair Online Pricing Act, would prohibit a price, surcharge, or fee displayed on a consumer’s online device, as defined, from being generated in whole, or in -- c::J □
2ndH0!,1se,
~ o --u-------<u-------<u-----<u-----<u-----<u-----<u-----<u-----<u-----u -
c::JD
.,______o ---u---0---0--u--cl---c>--tJ---{>----<.J--u
Desk Policy FiSUol FIOOf Desk Pol.Cy Fiscal Floor COl'lf COnc. Enrolled \htoe d Chllptered part, based on any of certain input data, including the software on the online device. The bill would require, subject to a specified exception for an online device that lacks a physical display, a person to cause to be placed adjacent to any price, surcharge, or fee displayed by the person to a consumer on the consumer’s online device a conspicuous link that, among other things, is clickable text that, if clicked, displays or links to a list containing any input data used to generate the price, surcharge, or fee. (Based on 03/24/2025 text) Location: 02/03/2025 - Senate RLS.
Introduced: 02/03/2025 (Spot bill)
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 260 Wahab (D) HTML PDF
Unmanned aircraft.
Progress bar
Bill information
Status: 03/20/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on PUB. S.
Summary: Would prohibit an onsite inspection of a home conducted by a remotely operated unmanned aircraft from constituting sufficient evidence for the termination of a home protection contract, unless the findings of the inspection are corroborated, as specified. The bill would require a home protection company intending to inspect a property using an unmanned aircraft to notify the issue of a home protection contract no less than 14 calendar days prior to the inspection, and would prohibit an inspection conducted using an unmanned aircraft without the above- described notice from constituting sufficient reason to modify or terminate the contract. The bill would require a home protection company or its authorized agents to provide to, upon the request of, a property owner, copies of photographic or videographic evidence that are gathered during a prequalification or subsequent inspection and are used in the inspection report. (Based on 03/20/2025 text)
Location: 02/19/2025 - Senate PUB. S.
Introduced: 02/03/2025
Current Text: 03/20/2025 - Amended
Last Amend: 03/20/2025
SB 261 Wahab (D) HTML PDF
Division of Labor Standards Enforcement: orders, decisions, and awards.
Progress bar
Bill information
Status: 03/27/2025 - Read second time and amended. Re-referred to Com. on JUD.
Summary: Current law establishes the Division of Labor Standards Enforcement, under the direction of the Labor Commissioner, within the Department of Industrial Relations and sets forth its powers and duties regarding the enforcement of labor laws. Current law authorizes the commissioner to investigate employee complaints and to provide for a hearing in any action to recover wages, penalties, and other demands for compensation, as specified. Current law requires the commissioner to provide to the parties, among other things, notice advising the parties of their right to appeal, as specified. This bill would require the commissioner to post a copy of the order, decision, or award on the division’s internet website, as specified, no later than 15 days after the time to appeal from the order, decision, or award has expired and no appeal therefrom is pending. The bill would require the division to redact the name, address, -- c::J □
2nd HOVS4!!
......... D ·--V---V---V--U--CJ---<...>--<..J---<..)---<.J--U Desk. Policy FiScal FIOOf Desk. Pol.Cy Fiscal Floor ConfCOnc. Enrolled ~oed Ch!lptered -
c::JD
2nd HOVS4!!
......... D ·--V---V---V--U--CJ---<...>--<..J---<..)---<.J--U Desk. Policy FiScal FIOOf Desk. Pol.Cy Fiscal Floor C0r1fCOnc. Enrolled \htoed Chaptered and personal contact information of any employee or other complainant from the order, decision, or award before posting the order, decision, or award on the division’s internet website. The bill would require the division to post on its internet website specified information about any employer with an unsatisfied order, decision, or award issued under the above- described provisions, as prescribed. The bill would require the posting pursuant to these provisions to be removed if, among other conditions, the employer has submitted certification, under penalty of perjury, that all violations identified in the posted information have been remedied or abated. (Based on 03/27/2025 text)
Location: 03/26/2025 - Senate JUD.
Introduced: 02/03/2025
Current Text: 03/27/2025 - Amended
Last Amend: 03/27/2025
SB 262 Wahab (D) HTML PDF
Housing element: prohousing designations: prohousing local policies.
Progress bar
Bill information
Status: 03/28/2025 - Set for hearing April 7.
Summary: The Planning and Zoning Law requires each county and city to adopt a comprehensive, long- term general plan for the physical development of the county or city, and specified land outside its boundaries, that includes, among other specified mandatory elements, a housing element.
The Department of Housing and Community Development is required to determine whether the housing element is in substantial compliance with those provisions. Current law requires the department to designate jurisdictions as prohousing pursuant to emergency regulations adopted by the department, as prescribed. Current law requires that jurisdictions that are prohousing and that are in substantial compliance with specified provisions be awarded additional points or preference in the scoring of applications for specified state programs.
Current law defines “prohousing local policies” for these purposes and specifies a nonexhaustive list of examples of those policies, including local financial incentives for housing and adoption of zoning allowing for use by right for residential and mixed-use development.
This bill would include in the definition of “prohousing local policies” policies that keep people housed, and would specify additional examples of prohousing local policies under the above- described provisions. (Based on 03/19/2025 text)
Location: 03/18/2025 - Senate APPR.
Introduced: 02/03/2025
Current Text: 03/19/2025 - Amended
Last Amend: 03/19/2025
SB 272 Becker (D) HTML PDF
San Mateo County Transit District: job order contracting: pilot program.
Progress bar
Bill information
Status: 03/27/2025 - Read second time. Ordered to consent calendar.
Summary: Would establish a pilot program to authorize the San Mateo County Transit District to use job order contracting as a procurement method. The bill would impose a $5,000,000 cap on awards under a single job order contract and a $1,000,000 cap on any single j ob order. The bill
would limit the term of an initial contract to a maximum of 12 months, with extensions as prescribed. The bill would establish various procedures and requirements for the use of job -
CJD
2nd House
• • Desk Policy l'lsc•I FIOOf Desk Pol.Cy Fiscal Floor Confconc . Enrolled \htoed CNiptered --CJ □
2nd House
• • •
order contracting under the pilot program. The bill would require the district, on or before January 1, 2030, to submit to the appropriate policy and fiscal committees of the Legislature a report on the use of job order contracting under the bill. The pilot program would be repealed on January 1, 2032. This bill would make legislative findings and declarations as to the necessity of a special statute for the San Mateo County Transit District. (Based on 03/18/2025 text)
Location: 03/25/2025 - Senate CONSENT
CALENDAR
Introduced: 02/04/2025
Current Text: 03/18/2025 - Amended
Last Amend: 03/18/2025
SB 285 Becker (D) HTML PDF
Net zero greenhouse gas emissions goal: carbon dioxide removal: regulations.
Progress bar
Bill information
Status: 03/25/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on E.Q.
Summary: The California Global Warming Solutions Act of 2006 requires the State Air Resources Board to prepare and approve a scoping plan for achieving the maximum technologically feasible and cost-effective reductions in greenhouse gas emissions and to update the scoping plan at least once every 5 years. Current law requires the state board, as part of its scoping plan, to establish specified carbon dioxide removal targets for 2030 and beyond. Current law, the California Climate Crisis Act, declares the policy of the state both to achieve net zero greenhouse gas emissions as soon as possible, but no later than 2045, and achieve and maintain net negative greenhouse gas emissions thereafter, and to ensure that by 2045, statewide anthropogenic greenhouse gas emissions are reduced to at least 85% below the 1990 levels. This bill would, for the purpose of meeting, or tracking progress against, any state requirement to achieve net zero emissions of greenhouse gases, authorize only qualified carbon dioxide removal, as defined, to be used to counterbalance the state’s or an entity’s greenhouse gas emissions and would require qualified carbon dioxide removal used for those purposes to meet certain requirements, as specified. (Based on 03/25/2025 text) Location: 02/14/2025 - Senate E.Q.
Introduced: 02/05/2025
Current Text: 03/25/2025 - Amended
Last Amend: 03/25/2025
SB 306 Becker (D) HTML PDF
Health care coverage: prior authorizations.
Progress bar
Bill information
Status: 02/19/2025 - Referred to Com. on HEALTH.
Summary: Current law generally authorizes a health care service plan or health insurer to use prior authorization and other utilization review or utilization management functions, under which a licensed physician or a licensed health care professional who is compet ent to evaluate specific
clinical issues may approve, modify, delay, or deny requests for health care services based on medical necessity. Current law requires a health care service plan or health insurer, including those plans or insurers that delegate utilization review or utilization management functions to -- CJ □
2ndH0!,1se,
~o--u-------<u-------<u-----<u-----<u-----<u-----<u-----<u-----<u-------u -
CJD
~o--o---o---o---o--o--cf--<:>-----c>--<>--o
Desk PoUc:y FiScal FIOOf Desk Pol.Cy Fiscal Floor COl'lf.COnc. Enrolled ~oed Chllpt~rcd medical groups, independent practice associations, or to other contracting providers, to comply with specified requirements and limitations on their utilization review or utilization management functions. Current law requires the criteria or guidelines used to determine whether or not to authorize, modify, or deny health care services to be developed with involvement from actively practicing health care providers. This bill would prohibit a health care service plan or health insurer from imposing prior authorizations, as defined, on a covered health care service for a period of one year beginning on April first of the current calendar year, if specified conditions exist, including that the health care service plan approved 90% or more of the requests for a covered service in the prior calendar year. The bill would also require a health care service plan or health insurer to list any covered services exempted from prior authorization on their internet website by March 15 of each calendar year. The bill would a lso clarify how to calculate
a plan or insurer’s approval rate for purposes of determining whether a service may be exempted from prior authorization. (Based on 02/10/2025 text) Location: 02/19/2025 - Senate HEALTH
Introduced: 02/10/2025
Current Text: 02/10/2025 - Introduced
SB 318 Becker (D) HTML PDF
Air pollution: stationary sources: best available control technology: indirect sources.
Progress bar
Bill information
Status: 03/26/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Current law generally designates the State Air Resources Board as the state agency with the primary responsibility for the control of vehicular air pollution, and air pollution control districts and air quality management districts with the primary responsibility for the control of air pollution from all sources other than vehicular sources. Current law authorizes air districts to adopt and implement regulations to reduce or mitigate emissions from indirect sources of air pollution. This bill would authorize the state board to adopt and enforce rules and regulations applicable to indirect sources of emissions, as specified. If the state board elects to exercise that authority, the bill would require the state board to establish a schedule of fees on facilities and mobile sources to cover the reasonable costs of implementing and enforcing the regulations and would require the fees to be deposited in the Air Pollution Control Fund and made available to the state board upon appropriation by the Legislature. (Based on 03/26/2025
text)
Location: 02/11/2025 - Senate RLS.
Introduced: 02/11/2025
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 326 Becker (D) HTML PDF
Wildfire safety: The California Wildfire Mitigation Strategic Planning Act.
Progress bar
Bill information
Status: 03/25/2025 - From committee: Do pass and re-refer to Com. on N.R. & W. with recommendation: To consent calendar. (Ayes 13. Noes 0.) (March 25). Re-referred to Com. on N.R. & W.
-- c::J □
2nd House
~ u,,---<>--< >----<>--< >----<>--[ >----<J-----,[ >---< .J-----,. J -
c::JD
~ D ---U---V---V--U---<...>----<...>--<..J---<...>---<.J--U Desi( Pol,cy Fiscal Floor C0r1f COnc. Enrolled ~oed Chaptered Summary: Current law establishes the Office of the State Fire Marshal in the Department of Forestry and Fire Protection and establishes the Deputy Director of Community Wildfire Preparedness and Mitigation within the office. Current law makes the deputy director responsible for fire preparedness and mitigation missions of the department, as provided. This bill would require the deputy director, on or before January 1, 2027, and every 3 years thereafter, to prepare a Wildfire Risk Mitigation Planning Framework sufficient to quantitatively evaluate wildfire risk mitigation actions, as provided. The bill would require the framework to allow for geospatial evaluation and comparison of wildfire risk mitigation actions, as defined, sufficient to direct coordinated mitigation efforts and long-term collaborative mitigation planning. The bill would require the deputy director to, each year the framework is completed, submit a copy of the framework to the Legislature, the Office of Energy Infrastructure Safety, and the Public Utilities Commission for review and consideration. (Based on 02/11/2025 text) Location: 03/25/2025 - Senate N.R. & W.
Introduced: 02/11/2025
Current Text: 02/11/2025 - Introduced
SB 332 Wahab (D) HTML PDF
Investor-Owned Utilities Accountability Act.
Progress bar
Bill information
Status: 03/19/2025 - Referred to Coms. on E., U & C. and JUD.
Summary: Would require the State Energy Resources Conservation and Development Commission (Energy Commission), in coordination with the public advisor and the Public Utilities Commission (PUC), on or before March 31, 2026, to issue a request for proposals for a team to develop a study. The bill would require the study to (1) conduct a historical energy justice assessment of the investor-owned utility’s (IOU) operations and impacts, (2) complete a comparative analysis of the benefits and challenges of transitioning the IOUs to a successor entity in order to identify a recommended model, and, (3) if the study finds that it is in the best long-term interests of the people and ecologies of California to transition away from an investor-owned utility model, create a justice-centered implementation plan for managing the transition. The bill would require the Energy Commission, on or before June 30, 2026, to select the study team that is awarded the contract. The bill would require the Energy Commission to hold a public proceeding and submit a report of the study team’s findings and recommendations to the Legislature no later than 24 months after selecting the study team for the feasibility portion of the study, and no later than 36 months after selecting the study team for the implementation plan portion of the study, as specified. (Based on 02/12/2025 text) Location: 03/19/2025 - Senate E. U., & C.
Introduced: 02/12/2025
Current Text: 02/12/2025 - Introduced
SB 338 Becker (D) HTML PDF
Mobile Health for Rural Communities Pilot Program.
Progress bar
Bill information
Status: 02/19/2025 - Referred to Com. on HEALTH.
-
CJD
2nd H0!.154!!
.........
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lpt~rcd -- CJ □
2nd HO!Jse
~o--u-----<u-----<u----<u----<u----<u----<u----<u----<u----u Summary: Would establish the Mobile Health for Rural Communities Pilot Program, and require the State Department of Health Care Services to administer the program to expand access to health services for farmworkers in rural communities. The bill would require the department, among other things, to deploy mobile units, as defined, in 2 rural counties based on farmworker population and access to health care. Under the bill, the mobile units would include, at a minimum, computers, Wi-Fi, cubicles for virtual visits, and exam rooms for telemedicine. The bill would require the department, on or before January 1, 2027, to report the outcomes of the program to the Legislature. (Based on 02/12/2025 text)
Location: 02/19/2025 - Senate HEALTH
Introduced: 02/12/2025
Current Text: 02/12/2025 - Introduced
SB 358 Becker (D) HTML PDF
Mitigation Fee Act: mitigating vehicular traffic impacts.
Progress bar
Bill information
Status: 03/24/2025 - Set for hearing April 23.
Summary: The Mitigation Fee Act imposes various requirements with respect to the establishment, increase, or imposition of a fee by a local agency as a condition of approval of a development project. Current law requires a local agency that imposes a fee on a housing development for the purpose of mitigating vehicular traffic impacts to set the rate for that fee to reflect a lower rate of automobile trip generation associated with such housing developments in comparison with housing developments without prescribed characteristics, unless the local agency adopts findings after a public hearing establishing that the housing development, even with those characteristics, would not generate fewer automobile
trips than a housing development without
those specified characteristics. For purposes of these provisions, current law specifies one of those characteristics is that the housing development provides either the minimum number of parking spaces required by the local ordinance, or no more than one onsite parking space for zero- to 2-bedroom units, and 2 onsite parking spaces for 3 or more bedroom units, whichever is less. For purposes of a local agency setting the rate for a mitigating vehicular traffic impacts fee, this bill would delete the provision about adopting findings after a public hearing and would, instead, require the rate for housing developments that satisfy those specified characteristics be at least 50% less than the rate for housing developmen ts without all of those
characteristics. With regard to the above-described characteristic, the bill would, instead, specify that the housing development provides no more than one onsite parking space for zero- to 2-bedroom units, and 2 onsite parking spaces for 3 or more bedroom units. (Based on 02/12/2025 text)
Location: 02/19/2025 - Senate L. GOV.
Introduced: 02/12/2025
Current Text: 02/12/2025 - Introduced
SB 361 Becker (D) HTML PDF
Data broker registration: data collection.
Progress bar
Bill information
-
CJD
2nd H0!.154!!
......... D ·-·U·-·U·--U--U--Cl---C>--tJ---{)--.J--lJ
Desk Policy FiSUol FIOOf Desk Pol.Cy Fiscal Floor Confconc . Enrolled \htoed CNiptered -
CJD
.,______o ---u---u---u--u--cl---c>--tJ---{>--.J--u
Desk Policy FiSUol FIOOf Desk Poloey Fiscal Floor COl'lfCOnc. Enrolled \htoed Chllptered Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on JUD.
Summary: The California Consumer Privacy Act of 2018 (CCPA) grants a consumer various rights with respect to personal information that is collected or sold by a business, including the right to request that a business disclose specified information that has been collected about the consumer, to request that a business delete personal information about the consumer that the business has collected from the consumer, and to direct a business not to sell or share the consumer’s personal information, as specified. The CCPA defines various terms for these purposes. The California Privacy Rights Act of 2020 (CPRA), approved by the voters as Proposition 24 at the November 3, 2020, statewide general election, amended, added to, and reenacted the CCPA and establishes the California Privacy Protection Agency (agency) and vests the agency with full administrative power, authority, and jurisdiction to enforce the CCPA.This bill would require a data broker to provide additional information to the agency, including whether the data broker collects consumers’ login or account information, various government identification numbers, citizenship data, union membership status, sexual orientation status, gender identity and gender expression data, and biometric data. (Based on 03/24/2025 text)
Location: 02/26/2025 - Senate JUD.
Introduced: 02/13/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 381 Wahab (D) HTML PDF
Residential rental properties: fees.
Progress bar
Bill information
Status: 02/26/2025 - Referred to Coms. on JUD. and APPR.
Summary: Would enact the Fair Rental Act of 2025. The bill would prohibit a landlord or their agent from charging certain fees, including, any fee that is not specified in the rental agreement, a processing fee, including a convenience fee or a check cashing fee, for the payment of rent or any other fees or deposits, or a fee for a tenant to own a household pet. The bill would also prohibit a landlord or their agent from charging a late fee for the late payment of rent that is more than 2% of the monthly rental rate, and would prohibit the late fee from being charged unless the rent is overdue by 7 days or more. Under the bill, if a landlord or their agent charges and collects a fee from a tenant that is not authorized by law, the landlord or their agent would be liable to the tenant in a civil action for the cost of the fee, plus 5% interest compounded daily from the date the fee was collected. (Based on 02/14/2025 text) Location: 02/26/2025 - Senate JUD.
Introduced: 02/14/2025
Current Text: 02/14/2025 - Introduced
SB 384 Wahab (D) HTML PDF
Preventing Algorithmic Price Fixing Act: prohibition on price-fixing algorithm use.
Progress bar
Bill information
Status: 02/26/2025 - Referred to Com. on JUD.
-
CJD
2nd House
______,Cll·---< •>----< >--< >----< •>----< >--< >----< •>----< >--< >----< l Desi( Policy Fisc~I Floor ConfConc Enrollllld Vetoed Cl'1!1pte1ed -
CJD
2nd House
______,
Desi( Pol1ey Fisc~I Floor ConfConc Enrollllld ~oed Chop~cd Summary: Current law governs various business practices in this state, including certain laws relating to the use of technology. This bill, the Preventing Algorithmic Price Fixing Act, would prohibit a business from using a price-
fixing algorithm, as defined, to set a price or supply level of a good or service. (Based on 02/14/2025 text)
Location: 02/26/2025 - Senate JUD.
Introduced: 02/14/2025
Current Text: 02/14/2025 - Introduced
SB 390 Becker (D) HTML PDF
Community facilities district: inclusion or annexation of territory: County of San Mateo.
Progress bar
Bill information
Status: 03/24/2025 - Set for hearing May 7.
Summary: The Mello-Roos Community Facilities Act of 1982 authorizes the legislative body of a local agency, as defined, to create a community facilities district to finance specified types of services within an area. Current law prohibits a territory that is dedicated or restricted to agricultural, open-space, or conservation uses from being included within or annexed to a specified community facilities district without the landowner’s consent. This bill would, notwithstanding those prohibitions, specify that for territory that is located within the regional shoreline of the County of San Mateo, the consent of a landowner is not required, if specified conditions are met. (Based on 02/14/2025 text)
Location: 02/26/2025 - Senate L. GOV.
Introduced: 02/14/2025
Current Text: 02/14/2025 - Introduced
SB 400 Cortese (D) HTML PDF
Road Maintenance and Rehabilitation Account: University of California: California State University: reports.
Progress bar
Bill information
Status: 03/27/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on TRANS.
Summary: Current law provides for the deposit of various moneys, including revenues from certain fuel taxes and vehicle fees, for the Road Maintenance and Rehabilitation Program into the Road Maintenance and Rehabilitation Account. Current law, after deducting certain appropriations and allocations, authorizes annual appropriatio
ns of $5,000,000 of the moneys available for the
program to the University of California to conduct transportation research and of $2,000,000 of the available moneys to the California State University to conduct transportation research and transportation-related workforce education, training, and development, as specified. This bill would require the University of California and the California State University, on or before January 1 of each year, to each submit a report to the Transportation Agency and specified legislative committees detailing its expenditures of those moneys for the previous fiscal year, including, but not limited to, research activities and administration. (Based on 03/27/2025 text) Location: 02/26/2025 - Senate TRANS.
Introduced: 02/14/2025
Current Text: 03/27/2025 - Amended
Last Amend: 03/27/2025
SB 429 Cortese (D) HTML PDF
-- c::J □
2nd H0!.154!!
.........
Desk. Polic y FiSUol FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lptercd -
c::JD
2nd H0!.154!!
......... D ·-·U·-·U·--U--U--Cl---C>--tJ---{)--.J--lJ
Desk Policy FiSUol FIOOf Desk. Pol.Cy Fiscal Floor COl'lfCOnc. Enrolled \htoed CNiptered -
c::JD
Wildfire Safety and Risk Mitigation Program.
Progress bar
Bill information
Status: 03/26/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Current law generally requires an insurer or insurance producer to have underwriting guidelines that establish the criteria and process under which an insurer makes its decision to provide or to deny coverage. Current law requires an admitted insurer with written California premiums totaling $10,000,000 or more, to submit a report, as specified, to the commissioner with specified fire risk information on its residential property policies. Current law requires the Insurance Commissioner to post on the Department of Insurance internet website a report on wildfire risk compiled from data collected from specified insurers. This bill, upon appropriation for these purposes, would establish the Wildfire Safety and Risk Mitigation Program to fund the development, demonstration, and deployment of a public wildfire catastrophe model, as defined, and to provide grant funding to one or more universities for eligible projects with specified criteria for the purpose of creating a research and educational center responsible for developing, demonstrating, and deploying a public wildfire catastrophe model that provides significant wildfire safety benefits to California communities and assists alignment of federal, state, and local wildfire risk reduction efforts. The bill would create the Wildfire Safety and Risk Mitigation Account within the Insurance Fund for these purposes. (Based on 03/26/2025 text) Location: 02/18/2025 - Senate RLS.
Introduced: 02/18/2025
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 433 Wahab (D) HTML PDF
Retirement care facilities for the elderly: assisted living waiver rental rate protection.
Progress bar
Bill information
Status: 03/13/2025 - Set for hearing April 7.
Summary: Current law provides for the Medi–Cal program, administered by the State Department of Health Care Services, under which qualified low-income persons are provided with health care services. The Medi-Cal program is, in part, governed and funded by federal Medicaid Program provisions. Current law requires the department to develop a program that requires a waiver of federal law to test the efficacy of providing an assisted living benefit to beneficiaries under the Medi-Cal program. The waiver requires that eligible participants are those who require a nursing facility level of care and wish to live in a residential care setting, such as a residential care facility for the elderly. Under current law, the State Department of Health Care Services and the State De
partment of Social Services may waive provisions of the California Residential Care Facilities for the Elderly Act applicable to residential care facilities participating in the program, as necessary and appropriate, including provisions that state that residential care facilities for the elderly are not subject to controls on rent. Current law authorizes a Medi-Cal managed care plan to cover those community supports, as defined, approved by the department as cost effective and medically appropriate in a comprehensive risk contract that are in lieu of applicable Medi-Cal state plan services, including, among others, nursing facility transition or diversion to assisted living facilities, such as residential care facilities for the 2ndHOl.lse
Desk Policy Fiscal Floor Conf Conc Enrol lllld ~oed Chopte,red --c::J □
.__, ut ,---< :>----< l--< J----< :>----< )--{ J----< .>----< )--{ J----< ) Ocs.k Pol icy Fi,;cal Fl00< Desk Policy FiK al Floor Conf Conc. Enrollllld \htoe d Choptere d elderly. Current law provides for the State Supplementary Program for the Aged, Blind and Disabled (SSP), which requires the State Department of Social Services to contract with the United States Secretary of Health and Human Services to make payments to S SP recipients to
supplement Supplemental Security Income payments made available pursuant to the federal Social Security Act. Under current regulation, residential facilities for the elderly are prohibited from charging recipients of SSI payments more than a specific set rate for basic services. This bill would prohibit residential care facilities for the elderly from charging a resident who receives Medi-Cal reimbursed services through the above-described assisted living waiver or nursing facility transition or diversion to assisted living facilities through community supports covered by their Medi-Cal managed care plan a rate exceeding that charged to a resident who is a recipient of SSP. (Based on 02/18/2025 text)
Location: 02/26/2025 - Senate HUM. S.
Introduced: 02/18/2025
Current Text: 02/18/2025 - Introduced
SB 434 Wahab (D) HTML PDF
Residential care facilities for the elderly: housing protections.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on HUMAN S.
Summary: Existing law provides for the licensure and regulation of residential care facilities for the elderly (RCFEs) by the State Department of Social Services. Under existing law, in addition to complying with other applicable regulations, a licensee of an RCFE that sends a notice of eviction to a resident is required to include in that notice specified information, including the effective date of the eviction and resources available to assist the resident in identifying alternative housing. The RCFE is also required to notify, or mail a copy of the notice to quit to, the resident’s responsible person. Existing law requires that a licensee of an RCFE provide a resident a 30-day notice of eviction, except where the department has approved the RCFE to provide a 3-day notice. Under existing law, a violation of those provisions is generally a misdemeanor.This bill would extend the length of notice a licensee is required to provide a resident to 30, 60, or 90 days, depending on the length of the resident’s residency in the RCFE. The bill would additionally require a licensee of an RCFE to include in a notice of eviction documentation of the licensee’s reasonable efforts to create a safe discharge plan, and would require the plan to include a list of the resident’s posteviction needs, goals, and preferences, and a list of discharge locations that meet specified criteria, such as being financially practicable for the resident. The bill would require that a copy of the notice be provided to the local long-term care ombudsman. The bill would prohibit an RCFE from refusing entry to a resident or prohibit a resident from residing in the facility until the notice period has elapsed and the eviction process has concluded. The bill would make a violation of these provisions subject to civil and criminal penalties. (Based on 03/24/2025 text) Location: 02/26/2025 - Senate HUM. S.
Introduced: 02/18/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 435 Wahab (D) HTML PDF
Residential care facilities for the elderly: emergency backup power source.
Progress bar
--c::J □
2nd Hou se
~U"---l >-----<>--l >----< >-----<>--l >----< >-----<>--l >----< > -
c::JD
Bill information
Status: 03/28/2025 - April 7 set for first hearing canceled at the request of author.
Summary: Existing law provides for the licensure and regulation of residential care facilities for the elderly by the State Department of Social Services. Existing law requires residential care facilities for the elderly to have an emergency and disaster plan and requires the plan to include specified elements, including plans for the facility to be self-reliant for a period of not less than 72 hours immediately following any emergency or disaster, including, but not limited to, a short-term or long-term power failure. A violation of these provisions is punishable as a misdemeanor. This bill, commencing January 1, 2027, would require a residential care facility for the elderly licensed for 16 or more residents to have an alternative source of power, as defined, to protect residents’ health and safety for no fewer than 72 hours during any type of power outage. The bill would impose specific compliance requirements based on whether the facility uses a generator as its alternative source of power, or batteries or a combination of batteries in tandem with a renewable electrical generation facility. The bill would require a facility licensed for 16 or more residents to comply with these requirements and include information regarding the alternative source of power within the emergency and disaster plan beginning January 1, 2027. By expanding the scope of an existing crime, the bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 03/24/2025 text)
Location: 02/26/2025 - Senate HUM. S.
Introduced: 02/18/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 436 Wahab (D) HTML PDF
Unlawful detainer: right to redeem tenancy.
Progress bar
Bill information
Status: 02/26/2025 - Referred to Com. on JUD.
Summary: Current law prescribes summary procedures for actions to obtain possession of real property.
Current law authorizes a landlord to serve a notice of termination of tenancy on a tenant who is in default in the payment of rent. The notice must permit the tenant at least 3 days, excluding weekends and judicial holidays, to pay the amount that is in default and due. If the tenant does not pay the amount stated in the 3-
day notice to pay rent or quit after its expiration, the landlord may file a complaint for unlawful detainer against the tenant to obtain possession of the premises. In such a summary proceeding, the court has discretion to relieve a tenant against forfeiture of their lease or rental agreement and restore the tenant to their former estate or tenancy. To seek such discretionary relief, the tenant must, among other things, make a showing of hardship and pay the full amount of rent due. This bill would require a court presiding over an unlawful detainer action to restore a residential tenant to their former estate or tenancy if the tenant: (1) pays the full amount of rent in arrears, as specified, or (2) submits documentation of approval for rental assistance funds in an amount that would cover the full amount of rent in arrears. The bill would not require a tenant to make a showing of hardship to obtain this relief. The bill would allow a residential tenant seeking this relief to tender payment or submit required documentation to the landlord, the landlord’s designated agent, or the court.
If the tenant tenders such payment or submits required documentation before entry of judgment, the bill would require the plaintiff to request dismissal of the action against the tenant 2ndHOl.lse
•--{
--c::J □
2nd HOl.lse
..........,D ---0---0·--< }--{ J--<:>---<}--{}---{ }---(: }--[ J De:sck; P~lic;y Fi5c1'1 Floo< Desio; Pol,cy Fisc1'1 Floor ConfConc Enrolled ~ocd Chopte,icd with prejudice. If the plaintiff fails to do so, the bill would require the court to dismiss the action upon receiving evidence that the tenant tendered such payment or submitted the required documentation. If the tenant tenders payment or submits required documentation after entry of judgment, but before restoration of the premises to the landlord, the bill would require the court to relieve the tenant against forfeiture of the lease according to specified procedures, set aside the judgment against all defendants in the action, and restore the tenant to their former estate or tenancy. (Based on 02/18/2025 text)
Location: 02/26/2025 - Senate JUD.
Introduced: 02/18/2025
Current Text: 02/18/2025 - Introduced
SB 457 Becker (D) HTML PDF
Housing element compliance: Housing Accountability Act: housing disapprovals.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on HOUSING.
Summary: The Planning and Zoning Law requires each county and each city to adopt a comprehensive, long-term general plan for the physical development of the county or city, and specified land outside its boundaries, that includes, among other specified mandatory elements, a housing element. Existing law, commonly referred to as the housing element law, prescribes requirements for a city’s or county’s preparation of, and compliance with, its housing element, and requires the Department of Housing and Community Development to review and determine whether the housing element substantially complies with the housing element law, as specified. Existing law within the Planning and Zoning Law, the Housing Accountability Act, among other things, prohibits a local agency from disapproving, or conditioning approval in a manner that renders infeasible, a housing development project for very low, low-, or moderate- income households or an emergency shelter unless the local agency makes written findings, based on a preponderance of the evidence, that one of 6 specified conditions exist. Among these conditions, the act allows a local agency to disapprove a housing development project that is inconsistent with the jurisdiction’s zoning ordinances and general plan land use designation as it existed on the date the application was deemed complete, if the jurisdiction has adopted a revised housing element that is in substantial compliance with the housing element law, as specified. The act defines “deemed complete” for purposes of its provisions, until January 1, 2030, to mean that the applicant has submitted a preliminary application, as specified, or if the applicant has not submitted a preliminary application, the submission of a completed application, as specified. This bill, for the purpose of allowing a local agency to disapprove a housing development project that is inconsistent with the jurisdiction’s zoning ordinances and general plan land use designation, as described above, would revise the definition of “deemed complete” to mean that the applicant submitted a complete application, as specified. The bill would provide that this definition would apply to an application that as of January 1, 2026 has not (1) received approval from a local agency or (2) incurred substantial liability in good faith reliance upon the local agency approval. Existing law provides that a housing element
or amendment is considered substantially compliant with the housing element law when the local agency adopts a housing element or amendment, the department or a court of competent jurisdiction determines the adopted housing element or amendment to be in substantial compliance with the housing element law, and the department’s compliance findings have not been superseded by subsequent contrary findings by the department or by a -- CJ □
2ndH0!,1se,
~o--u-------<u-------<u-----<u-----<u-----<u-----<u-----<u-----<u-------u decision of a court of competent jurisdiction or the court’s decision has not been overturned or superseded by a subsequent court decision or by statute, as applicable. This bill would, instead, provide that a housing element or amendment is considered substantially compliant with the housing element law on the date when the governing body of a local agency adopts the housing element or amendment, provided that after the date the housing element or amendment is adopted and without further action by the governing body, the department or a court of competent jurisdiction determines the adopted housing element or amendment to be in substantial compliance with the housing element law, and the department’s compliance findings are not superseded by subsequent contrary findings by the department or by a decision of a court of competent jurisdiction or the court’s decision is not overturned or superseded by a subsequent court decision or by statute. (Based on 03/24/2025 text) Location: 02/26/2025 - Senate HOUSING
Introduced: 02/19/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 462 Cortese (D) HTML PDF
California Farmland Conservancy Program: conservation easements: funding.
Progress bar
Bill information
Status: 03/27/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on N.R. & W.
Summary: Current law establishes the California Farmland Conservancy Program in the Department of Conservation and authorizes the program to offer financial assistance, including grants or contracts, for projects and activities on agricultural lands that support agricultural conservation and sustainable land management. Current law creates the California Farmland Conservancy Program Fund and requires moneys in the fund, upon appropriation by the Legislature in the annual Budget Act, to be used for purposes of the program. Notwithstanding that provision, current law continuously appropriates moneys in the fund from federal grants and gifts and donations to the department for purposes of the program. This bill would require the Controller to transfer $20,000,000 on July 1 of each fiscal year, commencing with the 2025–26 fiscal year, from the General Fund to the California Farmland Conservancy Program Funding Account, which the bill would create within the California Farmland Conservancy Program Fund. (Based on 03/27/2025 text)
Location: 02/26/2025 - Senate N.R. & W.
Introduced: 02/19/2025
Current Text: 03/27/2025 - Amended
Last Amend: 03/27/2025
SB 468 Becker (D) HTML PDF
High-risk artificial intelligence systems: duty to protect personal information.
Progress bar
Bill information
Status: 03/25/2025 - Set for hearing April 22.
Summary: The California Consumer Privacy Act of 2018 (CCPA) grants a consumer various rights with respect to personal information that is collected or sold by a business. The CCPA defines various terms for these purposes. The California Privacy Rights Act of 2020 ( CPRA), approved
by the voters as Proposition 24 at the November 3, 2020, statewide general election, --c::J □
2nd House
~ U "---l >-----<>--l >----< >-----<>--l >----< >-----<>--l >----< > -
c::JD
.........
Desk. Policy FiScal FIOOf Desk. Pol,cy Fiscal Floor C0r1fCOnc. Enrolled ~oed Chapt~rcd amended, added to, and reenacted the CCPA and establishes the California Privacy Protection Agency (agency) and vests the agency with full administrative power, authority, and jurisdiction to enforce the CCPA. Current law requires, on or before January 1, 2026, and before each time thereafter that a generative artificial intelligence system or service, as defined, or a substantial modification to a generative artificial intelligence system or service, released on or after January 1, 2022, is made available to Californians for use, regardless of whether the terms of that use include compensation, a developer of the system or service to post on the developer’s internet website documentation, as specified, regarding the data used to train the generative artificial intelligence system or service. This bill would impose a duty on a covered deployer, defined as a business that deploys a high-risk artificial intelligence system that processes personal information, to protect personal information held by the covered deployer, subject to certain requirements. In this regard, the bill would require a covered deployer whose high-risk artificial intelligence systems process personal information to develop, implement, and maintain a comprehensive information security program, as specified, that contains administrative, technical, and physical safeguards that are appropriate for, among other things, the covered deployer’s size, scope, and type of business. (Based on 02/19/2025 text) Location: 02/26/2025 - Senate JUD.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
SB 493 Becker (D) HTML PDF
District agricultural associations: secretary-managers: compensation.
Progress bar
Bill information
Status: 03/28/2025 - Set for hearing April 29.
Summary: Current law authorizes consideration of the classification of a California fair seeking an apportionment of state funds when determining compensation for the fair’s manager. Current law requires the Department of Food and Agriculture to annually review and maintain a separate and accurate job description for each fair manager, solicit information from each fair board of directors that will accurately describe the fair manager’s performance and responsibilities in regard to merit salary increases for its fair manager, and report its findings to fair directors and fair managers. This bill would revise and recast the determination of the compensation for fair managers by, among other things, doing all of the following: (1) recharacterizing those fair managers as secretary-managers of district agricultural associations; (2) transferring the duty to fix the compensation for a secretary-manager, in an amount that is reasonably appropriate, to the Secretary of Food and Agriculture; (3) requiring the secretary to set a single salary range for the compensation of a secretary-manager and, in determining the salary range, on or before January 1, 2027, and every 3 years thereafter, to conduct a salary survey of other federal, state, regional and local positions in similar industries and other relevant labor pools; (4) until the first survey, requiring the compensation for a secretary-manager to remain within certain existing ranges, regardless of fair classification; and (5) after the first survey, prohibiting the maximum salary limit of the salary range for a secretary-manager from exceeding the highest salary for a position comparable to a secretary- manager, as determined by the most recent survey, except for specifically required cost-of- living increases and authorized merit increases and increases for secretary-managers managing multiple districts. (Based on 02/19/2025 text) Location: 02/26/2025 - Senate AGRI.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
-
CJD
2nd H0!.154!!
......... D ·-·U·-·U·--U--U--Cl---C>--tJ---{)--.J--lJ
Desk Policy FiSUol FIOOf Desk Pol.Cy Fiscal Floor COl'lfCOnc. Enrolled \htoed CNiptered SB 494 Cortese (D) HTML PDF
Classified school and community college employees: disciplinary hearings: appeals: contracted administrative law judges.
Progress bar
Bill information
Status: 03/26/2025 - From committee: Do pass and re-refer to Com. on ED. (Ayes 4. Noes 1.) (March 26). Re-referred to Com. on ED.
Summary: Current law subjects a permanent classified employee to disciplinary action only for cause, as prescribed by rule or regulation of the governing board of the school district or community college district. Existing law requires the governing board of a school district or community college district to adopt rules of procedure for disciplinary proceedings that contain a provision for informing the employee by written notice of the specific charges against the employee, a statement of the employee’s right to a hearing on those charges, and the time within which the hearing may be requested that shall not be less than 5 days after service of notice to the employee, as provided. This bill would instead require the governing board of a school district or community college district to adopt rules of procedure for disciplinary proceedings authorizing the employee to request a hearing within a minimum of 30 days after service of notice of the specific charges to the employee, as provided. (Based on 02/19/2025 text) Location: 03/26/2025 - Senate ED.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
SB 498 Becker (D) HTML PDF
County detention: commissary.
Progress bar
Bill information
Status: 03/28/2025 - Set for hearing April 7.
Summary: This bill would require that indigent incarcerated persons and indigent wards or detainees be provided basic hygiene products free of charge and require that those individuals have guaranteed access to hygiene products, upon their request. The bill would prohibit an indigent incarcerated person or an indigent ward or detainee from being denied access to hygiene products as a disciplinary measure. The bill would prohibit debt from being accrued as a result of the provision of hygiene products to indigent inmates and indigent wards or detainees and would require any debt accrued for the provision of hygiene products prior to January 1, 2026, to be discharged. By expanding the duties of local sheriffs and probation officers, this bill would
impose a state-mandated local program. (Based on 02/19/2025 text) Location: 03/25/2025 - Senate APPR.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
SB 522 Wahab (D) HTML PDF
Housing: tenant protections.
Progress bar
-
c::J D
2ndHO\lse
_______,D ---0---0·--0--{ J---{ :f---{}--{}---{ }---(: }--[ J Oc51,; PQl,q, Fiscol Floor ConfConc Enrolled ~oed Chopt~cd -
c::JD
• • Desk Polocy Fi:loeol Floor Cont.Cone. Enrolled ~oed Olaptcrcd -- c::J □
Bill information
Status: 03/28/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on JUD.
Summary: The Tenant Protection Act of 2019 prohibits, until January 1, 2030, an owner of residential real property from terminating the tenancy of certain tenants without just cause, either at-fault or no-fault of the tenant. The act exempts certain types of residential real properties from that prohibition, including, among others, housing that has been issued a certificate of occupancy within the previous 15 years. This bill would exclude housing built to replace a previous housing unit that was subject to the Tenant Protection Act of 2019, was substantially damaged or destroyed by a disaster, as defined, and was issued a certificate of occupancy before that housing unit was substantially damaged or destroyed, from the above-described exemption from the just cause requirements and rental increase limits. (Based on 03/28/2025 text) Location: 03/19/2025 - Senate JUD.
Introduced: 02/19/2025
Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025
SB 540 Becker (D) HTML PDF
Independent System Operator: independent regional organization.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on E., U & C.
Summary: Existing law provides for the establishment of an Independent System Operator (ISO) as a nonprofit public benefit corporation and requires the ISO to ensure efficient use and reliable operation of the electrical transmission grid consistent with achieving planning and operating reserve criteria no less stringent than those established by the Western Electricity Coordinating Council and the North American Electric Reliability Council. Existing law, the Clean Energy and Pollution Reduction Act of 2015, provides for the transformation of the ISO into a regional organization, with the approval of the Legislature, pursuant to a specified process. That process provides that modifications to the ISO’s governance structure, through changes to its bylaws or other corporate governance documents, will not become effective until the ISO, the Public Utilities Commission, the State Energy Resources Conservation and Development Commission, the State Air Resources Board (state board), the Governor, and the Legislature take specified actions on or before January 1, 2019. This bill would delete the above- described
provisions providing for the transformation of the ISO into a regional organization. The bill would authorize the ISO and the electrical corporations that are participating transmission owners whose transmission systems are operated by the ISO, in lieu of the ISO managing related energy markets, as provided, to use voluntary energy markets governed by an independent regional organization, provided that specified requirements are satisfied. (Based on 03/24/2025 text)
Location: 03/05/2025 - Senate E. U., & C.
Introduced: 02/20/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 541 Becker (D) HTML PDF
Electricity: load shifting: dynamic pricing.
2ndHOl.lse
•--{
-
CJD
~U--·<>--<--l >--·<>--<--l >--·<>--<--l >--·<>
Desk. Pol icy Fiscal Fl00< Desk Polocy Fi:ICol Floor Cont.Cone. Enrolled \htoed Oloptero:!d --CJ □
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Existing law requires the State Energy Resources Conservation and Development Commission (Energy Commission), in consultation with the specified entities, to adopt a biennial integrated energy policy report containing certain information in a specified format. Existing law requires the Energy Commission, in consultation with the Public Utilities Commission (PUC) and the Independent System Operator, to adopt a goal for load shifting to reduce net peak electrical demand and adjust this target in each biennial integrated energy policy report thereafter. This bill would require the Energy Commission, as part of each integrated energy policy report, to allocate the incremental load shifting needed to reach the above-described load-shifting goal, including biennial adjustments to the goal, to each retail supplier, as defined, based on the relative share of statewide load of each retail supplier, as specified. The bill would require the Energy Commission to establish rules for evaluating the effectiveness of the various load- shifting strategies for the purpose of determining how much credit a retail supplier should get for each type of load flexibility effort it undertakes, as specified. This bill contains other related provisions and other existing laws. (Based on 03/24/2025 text) Location: 02/20/2025 - Senate RLS.
Introduced: 02/20/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 545 Cortese (D) HTML PDF
High-speed rail: economic opportunities.
Progress bar
Bill information
Status: 03/25/2025 - Set for hearing April 8.
Summary: Would require the Office of Land Use and Climate Innovation, on or before July 1, 2026, to commission a study on economic opportunities along the high-speed rail alignment, as provided. The bill would require an infrastructure district established in support of the high- speed rail project to include local improvements among the eligible projects to be funded by district revenues. The bill would require any revenues collected beyond the establishment of an infrastructure district to be committed to the ongoing maintenance and operation of the high- speed rail system. (Based on 02/20/2025 text)
Location: 03/05/2025 - Senate TRANS.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
SB 550 Cortese (D) HTML PDF
California State University, San Jose: law school.
Progress bar
Bill information
Status: 03/27/2025 - Withdrawn from committee. Re-referred to Com. on RLS. 2nd House
~Cll ·---< :>----< >--< >----< :>----< >--< >----< :>----< >--< >----< l Desk Pol1ey Fiscal Floor ConfConc Enrollllld 1/ftoed Ol11pWed -
c::J D
2nd House
~D---0---0·--< }--{ J---< :f---{}--{}---{ >---<: }--( J Desio; Pol ic y Fisa,I FIOOI' Desk Pol1ey Fiscal Floor ConfConc Enrollllld Vetoed Ch&pte,ied --c::J □
~ut----< :>----< >--< >----< :>----< >--< >----< .>----< >--< >----< ) Dcs.k Pol icy fisa,I FIOOI' Desk Poll(y FiKal Floor ConfConc . Enrolll!ld 1/ftoed O\!lptered Summary: Would authorize a state-accredited law school that has operated continuously as an independent nonprofit institution to be incorporated into California State University, San Jose as a constituent academic unit if the law school maintains its accreditation and the governing boards of both institutions approve a merger agreement. The bill would require the law school, upon incorporation into California State University, San Jose, to operate under the university’s policies and governance structure. The bill would require the California State University, San Jose to work with the Chancellor of the California State University to coordinate with the appropriate regulatory bodies to ensure compliance with all legal and accreditation requirements applicable to the law school. This bill would make legislative findings and declarations as to the necessity of a special statute for the California State University, San Jose. (Based on 03/26/2025 text)
Location: 03/27/2025 - Senate RLS.
Introduced: 02/20/2025
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 551 Cortese (D) HTML PDF
Corrections and rehabilitation: state policy.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Under existing law, the Legislature finds and declares that the purpose of sentencing is public safety achieved through punishment, rehabilitation, and restorative justice, and that programs should be available for incarcerated persons, including educational, rehabilitative, and restorative justice programs that are designed to promote behavioral change and to prepare all incarcerated persons for successful reentry into the community. Existing law directs the Department of Corrections and Rehabilitation to maintain a mission statement consistent with these principles. This bill would make legislative findings and declarations relating to corrections and rehabilitation, including, among others, that the Legislature recognizes that life in prison can never be the same as life in a free society, and that active steps should be taken to make conditions in prison as close to normal life as possible, aside from loss of liberty, to ensure that this normalization does not lead to inhumane prison conditions. The bill would direct the department to maintain a mission statement consistent with the principles of normalization and dynamic security. This bill contains other related provisions and other existing laws. (Based on 03/24/2025 text)
Location: 02/20/2025 - Senate RLS.
Introduced: 02/20/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 552 Cortese (D) HTML PDF
Juveniles: wards: case plans.
Progress bar
Bill information
Status: 03/18/2025 - Set for hearing April 1.
Summary: Under existing law, a minor who is 12 to 17 years of age when they violate any criminal law in this state, except an ordinance establishing a curfew based solely on age, or a minor under 12 --c::J □
2nd House
~ U "---l >-----<>--l >----< >-----<>--l >----< >-----<>--l >----< > -
c::JD
......... D ·--U---V---V--U--CJ--~>--<..J---<...>---<.J--U Desi( Pol,cy Fiscal Floor C0r1fCOnc. Enrolled ~oed Chaptered years of age if they commit certain serious offenses, is within the jurisdiction of the juvenile court, which may adjudge the person a ward of the court. Existing law requires, after finding that the minor is within the jurisdiction of the juvenile court, the court to hear evidence on the question of the proper disposition to be made of the minor and requires the court to receive in evidence a social study of the minor made by the probation officer. Existing law requires, when the probation officer recommends the minor to be placed in foster care, or if the minor is already in foster care placement or pending placement pursuant to an earlier order, the social study to include a case plan with specified components. This bill would also require a case plan, with specified components, to be developed and included in the social study in cases in which the probation officer recommends wardship and either does not recommend removal of the minor from their parent or guardian, or recommends commitment of the minor to a juvenile home, ranch, camp, forestry camp, or juvenile hall. The bill would also require the court to order a minor to comply with any case plan that is developed and to review the ward’s progress toward meeting the goals in a case plan at a hearing no less than once every 6 months. By increasing the duties of county probation officers, this bill would impose a state- mandated local program. This bill contains other related provisions and other existing laws. (Based on 02/20/2025 text)
Location: 03/05/2025 - Senate PUB. S.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
SB 553 Cortese (D) HTML PDF
Prisons: clearances.
Progress bar
Bill information
Status: 03/18/2025 - Set for hearing April 1.
Summary: Existing law requires the Department of Corrections and Rehabilitation to conduct rehabilitative programming in a manner that meets specified requirements, including minimizing program wait times and offering a variety of program opportunities to inmates regardless of security level or sentence length. Existing law establishes various clearance levels for program providers in state prisons, including short-term clearance, annual program provider clearance, and statewide program pro
vider clearance, as defined. Existing law establishes a procedure for a program provider to receive one of these clearances and an identification card to gain entry into the state prison and requires the department to provide state prisons with forms for program providers to obtain the clearances. This bill would require the department to create standardized clearance forms for legal professionals to apply for annual clearance to gain approval to provide legal services at all institutions, as specified. The bill would also require the
department to, upon request, give a short-term clearance without the requirement to apply for a long-term clearance to specified individuals, including, among others, the Governor and all cabinet members, members of the Legislature and their staff, and current judges of the state. (Based on 02/20/2025 text)
Location: 03/05/2025 - Senate PUB. S.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
SB 597 Cortese (D) HTML PDF
Labor-related liabilities: direct contractor and subcontractor.
Progress bar
--c::J □
2nd House
~D"-·0·-·0·--0---{ J--L>-----{}-----(}----{ }------,: )---lJ -
c::JD
Bill information
Status: 03/28/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on L., P.E. & R.
Summary: Current law requires, for contracts entered into on or after January 1, 2022, a direct contractor making or taking a contract in the state for the erection, construction, alteration, or repair of a building, structure, or other private work, to assume, and be liable for, any debt owed to a wage claimant or third party on the wage claimant’s behalf, incurred by a subcontractor at any tier acting under, by, or for the direct contractor for the wage claimant’s performance of labor included in the subject of th
e contract between the direct contractor and the owner. Current law defines “direct contractor” for this purpose to mean a contractor that has a direct contractual relationship with an owner. This bill would apply the above-described provision to contracts entered into on or after January 1, 2022, and before January 1, 2026. The bill would instead require, for contracts entered into on or after January 1, 2026, a direct contractor making or taking a contract in the state for the erection, construction, alteration, or repair of a building, structure, or other private work, to assume, and be liable for, indebtedness for the performance of labor, as specified. (Based on 03/28/2025 text)
Location: 03/05/2025 - Senate L., P.E. & R.
Introduced: 02/20/2025
Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025
SB 600 Cortese (D) HTML PDF
Public Employment Relations Board: powers and duties.
Progress bar
Bill information
Status: 03/26/2025 - Set for hearing April 9.
Summary: Existing law gives public school employees the right to form, join, and participate in the activities of employee organizations of their own choosing for the purpose of representation on all matters of employer-employee relations. Existing law establishes the Public Employment Relations Board and gives the board specified powers and duties relating to employer- employee relations. Existing law authorizes the board to conduct studies relating to employer- employee relations, including the collection, analysis, and making available of data relating to wages, benefits, and employment practices in public and private employment, and to recommend legislation. This bill would specifically authorize the board to conduct employer- employee relations studies concerning the impact on public employees of net-zero carbon emissions initiatives, including collecting, analyzing, and making available related data. (Based
on 02/20/2025 text)
Location: 03/05/2025 - Senate L., P.E. & R.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
SB 602 Cortese (D) HTML PDF
Veterinarians: veterinarian-client-patient-relationship.
Progress bar
Bill information
2ndHOl.lse
•--{
-
c::J D
~D---U---V---U--U--C>-----<._>---<..J---<.>-----<J--U
Desk. Policy Ftsai,I FIOO< Desk Polocy Fi:ICol Floor ConfConc . Enrollad ~oed 0,apte,red -- c::J □
2nd HOl.lse
~Cll ·--< •>--< >--< >---< •>--< >--< >---< •>--< >--< >---< l Desio; Polic y Ftscol FIOO< Desk Pol,cy Fiscol Floor ConfConc Enrollad Vetoed 0,opte,red Status: 03/18/2025 - Set for hearing April 21.
Summary: Current law authorizes a veterinarian to allow a registered veterinary technician to act as an agent of the veterinarian for the purpose of establishing the veterinarian-client-patient relationship to administer preventive or prophylactic vaccines or medications for the control or eradication of apparent or anticipated internal or external parasites by satisfying specified conditions, including, among other things, imposing different requirements relating to the proximity of the veterinarian depending upon where the registered veterinarian technician is administering the vaccine or medication. Specifically, existing law requires either that the veterinarian is physically present at the premises when the registered veterinary technician is working at a registered veterinary premises, or, if working at a location other than a registered veterinary premises, that the veterinarian is in the general vicinity or available by telephone and is quickly and easily available. This bill would revise the above-described condition to authorize a registered veterinary technician to administer the vaccine or medication in a registered veterinary premises that is a public animal control agency or shelter, private animal shelter, humane society shelter, or society for the prevention of cruelty to animals shelter when the veterinarian is in the general vicinity or available by telephone and is quickly and easily available. (Based on 02/20/2025 text)
Location: 03/05/2025 - Senate B., P. & E.D.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
SB 605 Cortese (D) HTML PDF
State attorneys and administrative law judges: compensation.
Progress bar
Bill information
Status: 03/28/2025 - Set for hearing April 7.
Summary: Existing law requires the Department of Human Resources to establish and adjust salary ranges for each class of position in the state civil service. This bill would require that the salaries of state attorneys and administrative law judges in State Bargaining Unit 2 be no less than the average salaries of public sector attorneys, as specified. The bill would require the Department of Human Resources to annually conduct a survey of salary structures by March 1 of each year, as specified, and determine the average salary of public sector attorneys for each attorney classification, including the minimum salaries for entry-level attorneys, intermediate classifications, and the most senior nonmanagerial attorneys, noninclusive of negotiated differentials. The bill would require that state administrative law judges have salaries not less than the maximum salary of state attorneys classified at a specified level. The bill would require the department to make a good faith offer of parity in salary with respect to public sector agency attorneys’ and administrative law judges’ salaries in any negotiations with the exclusive bargaining representative. The bill would provide that no state attorney or administrative law judge classification shall be reduced in salary as a result of these provisions.
This bill contains other related provisions. (Based on 02/20/2025 text) Location: 03/26/2025 - Senate APPR.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
SB 606 Becker (D) HTML PDF
Homeless Housing, Assistance, and Prevention program: reporting requirements: functional zero unsheltered.
-
c::J D
2nd House
• • Des~ Policy Fisc~I Floor ConfConc Enrollllld Vetoed Cl'1!1pte1ed -- c::J □
Progress bar
Bill information
Status: 03/28/2025 - Withdrawn from committee. Re-referred to Com. on RLS.
Summary: Current law establishes the Homeless Housing, Assistance, and Prevention (HHAP) program for the purpose of providing jurisdictions with grant funds to support regional coordination and expand or develop local capacity to address their immediate homelessness challenges, as specified. Current law provides for the allocation of funding under the program among continuums of care, cities, counties, and tribes in 6 rounds, with rounds 1 to 5, inclusive, administered by the Interagency Council on Homelessness and round 6 administered by the Department of Housing and Community Development, as provided. Current law requires a program applicant to provide specified information through data collection, reporting, performance monitoring, and accountability framework, as established by the council. This bill would enact the Functional Zero Unsheltered Act, which, beginning with round 6 of the HHAP program, would require an applicant to provide information relating to its efforts to address homelessness in its jurisdiction, including an assessment of what would be required for the applicant to achieve functional zero unsheltered, which the bill would define as sufficient housing options of all types to accommodate a jurisdiction’s unsheltered, chronically homeless population based on its most recent homeless point-in-time count, and information regarding the applicant’s implementation of local homeless housing incentives, as provided. The bill would require, as part of the assessment of progress toward functional zero unsheltered, applicants to include a financial model assessing the needs for investment in prescribed areas and further analysis of, among other things, funding programs that provide housing or services to persons experiencing homelessness. (Based on 03/27/2025 text) Location: 03/28/2025 - Senate RLS.
Introduced: 02/20/2025
Current Text: 03/27/2025 - Amended
Last Amend: 03/27/2025
SB 625 Wahab (D) HTML PDF
Housing developments: disasters: reconstruction of destroyed or damaged structures.
Progress bar
Bill information
Status: 03/26/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: The Davis-Stirling Common Interest Development Act governs the management and operation of common interest developments. Current law makes any covenant, restriction, or condition contained in any deed, contract, security instrument, or other instrument affecting the transfer or sale of any interest in a planned development, and any provision of a governing document, that either effectively prohibits or unreasonably restricts the construction or use of an accessory dwelling unit or junior accessory dwelling unit on a lot zoned for single-family residential use, as specified, void and unenforceable. If the governing documents require association approval before a member may make a physical change to the member’s separate interest or to the common area, current law requires an association to satisfy specified requirements, including to provide a fair, reasonable, and expeditious procedure for making its decision in reviewing and approving or disapproving a proposed physical change, as described above. This bill would make any covenant, restriction, or condition contained in any deed, contract, security instrument, or other instrument, and any provision of a governing document, 2nd House
~Cll ·---< •>----< >--< >----< •>----< >--< >----< •>----< >--< >----< l Desk Pol1ey Fiscal Floor ConfConc Enrollllld 1/ftoed Ol11pWed -- c::J □
~o---u---u---u--u~-<....>--"""'->---<..J----<..>----<...>--u o~k ~ icy Fiscal FIOO< Desk Polley FiK11I Floor ConfConc . Enrollllld 1/ftocd Cheptered void and unenforceable to the extent that it prohibits, or includes conditions that have the effect of prohibiting, a substantially similar reconstruction of a residential structure, as specified, that is damaged or destroyed during a declared disaster or state of emergency, as defined. The bill would require a court to award reasonable attorney’s fees to the proponent of a housing development proposal who prevails in an action to enforce the above-described provisions.
This bill would require any covenant, restriction, or condition contained in any deed, contract, security instrument, or other instrument, and any provision of a governing document that subjects a modification to a separate interest, including a housing development proposal, to review by a body, as defined, to be processed and approved, as specified. The bill would require the body to, among other things, determine whether an application is complete or incomplete and to provide written notice of this determination to the applicant no later than 15 business days after the body receives the application. (Based on 03/26/2025 text) Location: 02/20/2025 - Senate RLS.
Introduced: 02/20/2025 (Spot bill)
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 653 Cortese (D) HTML PDF
Wildfire prevention: environmentally sensitive vegetation management.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: The Safe Drinking Water, Wildfire Prevention, Drought Preparedness, and Clean Air Bond Act of 2024 (act), approved by the voters as Proposition 4 at the November 5, 2024, statewide general election, authorized the issuance of bonds in the amount of $10,000,000,000 pursuant to the State General Obligation Bond Law to finance projects for safe drinking water, drought, flood, and water resilience, wildfire and forest resilience, coastal resilience, extreme heat mitigation, biodiversity and nature-based climate solutions, climate-smart, sustainable, and resilient farms, ranches, and working lands, park creation and outdoor access, and clean air programs. Of these funds, the act made $200,000,000 available to the Natural Resources Agency and the Department of Parks and Recreation for forest health and watershed improvement projects in forests and other habitats, as specified, that involve the restoration of natural ecosystem functions in very high, high, and moderate fire hazard areas and may include, among other things, environmentally sensitive vegetation management.This bill would define an environmentally sensitive vegetation management project, for these purposes, to mean vegetation management that reduces catastrophic wildfire risk over the long term while supporting native wildlife and biodiversity. The bill would require relevant state agencies, when funding an environmentally sensitive vegetation management project, to prioritize projects that use specified practices, including, among other things, practices that follow the principles of integrated pest management, as defined. (Based on 03/24/2025 text) Location: 02/20/2025 - Senate RLS.
Introduced: 02/20/2025 (Spot bill)
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 681 Wahab (D) HTML PDF
Planning and zoning: annual progress report: density bonus ordinances.
Progress bar
-
c::J D
2nd H0!.154!!
.........
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lpt~rcd --c::J □
Bill information
Status: 03/18/2025 - Set for hearing April 22.
Summary: Existing law, known as the Density Bonus Law, requires a city, county, or city and county to provide a developer that proposes a housing development within the jurisdictional boundaries of that city, county, or city and county with a density bonus and othe r incentives or concessions
for the production of lower income housing units, if the developer agrees to construct a specified percentage of units for very low income, low-income, or moderate-income households or qualifying residents and meets other requirements. Existing law requires a city, county, or city and county to adopt an ordinance that specifies how compliance with the Density Bonus Law will be implemented. This bill would require a city or county that has a local density bonus ordinance to submit as part of their annual report a copy of the text of that ordinance. By increasing the scope of data required to be reported in the annual report, the bill would impose a state-mandated local program. The bill would also make a nonsubstantive change to update a reference to the Office of Land Use and Climate Innovation in these provisions. This bill contains other related provisions and other existing laws. (Based on 02/21/2025 text)
Location: 03/05/2025 - Senate HOUSING
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 683 Cortese (D) HTML PDF
Privacy: use of a person’s name, voice, signature, photograph, or likeness: injunctive relief.
Progress bar
Bill information
Status: 03/25/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Current law makes any person who knowingly uses another’s name, voice, signature, photograph, or likeness in products, merchandise, or goods, or for purposes of advertising or selling, or soliciting purchases of, products, merchandise, goods, or services, without that person’s prior consent liable for damages, as specified. This bill would provide that a party seeking relief pursuant to those provisions may also seek an injunction or temporary restraining order according to specified procedures. The bill would require the respondent to comply with the order within 2 business days from th
e day the order is served, unless the order
requires faster compliance, if the court grants the applicant a temporary restraining order without notice to the opposing party. (Based on 03/25/2025 text) Location: 02/21/2025 - Senate RLS.
Introduced: 02/21/2025
Current Text: 03/25/2025 - Amended
Last Amend: 03/25/2025
SB 685 Cortese (D) HTML PDF
California State University: financial aid for homeless students: pilot program.
Progress bar
Bill information
2ndHOl.lse
•--{
-
c::J D
~ D ---U---V---U--U--C>-----<._>---<..J---<.>-----<J--U Desk. Pol icy Ftsai,I FIOO< Desk Polocy Fi:ICol Floor ConfConc . Enrolled ~oed 0,apte,red -
c::JD
~ IUI•--< :>--< >--< J---< :>--< >--< J---< .>--< >--< J---< J Desk. Pol icy Ftsai,I Fl00< Desk Polocy Fi:ICol Floor ConfConc . Enrolled Vetoed 0,aptered Status: 03/26/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on ED. Set for hearing April 9.
Summary: Current law establishes the Student Aid Commission as the primary state agency for the administration of state-authorized student financial aid programs available to students attending all segments of postsecondary education. This bill, subject to an appro priation by the
Legislature, would establish the Financial Assistance for Students Experiencing Homelessness Pilot Program, administered by each participating campus, to provide financial assistance at 3 California State University campuses to California residents who (1) have been accepted for enrollment at one of those campuses, (2) were homeless at any time during high school, and (3) will be between 17 and 26 years of age, inclusive, upon receipt of assistance. (Based on 03/26/2025 text)
Location: 03/05/2025 - Senate ED.
Introduced: 02/21/2025
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 689 Becker (D) HTML PDF
California Voting Rights Act of 2001.
Progress bar
Bill information
Status: 03/25/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: The California Voting Rights Act of 2001 (CVRA) prohibits a political subdivision from imposing or applying an at-large method of election for members of the political subdivision’s governing body in a manner that impairs the ability of a protected class to elect candidates of its choice or its ability to influence the outcome of an election, as specified. Current law requires courts to implement appropriate remedies, including the imposition of district-based elections, for violations of the CVRA. Current law defines “at-large method of election” for these purposes.
This bill would create an exception for cities with a population of 50,000 people or less, whereby a method of electing members to the governing body of the city in which no more than 20% of the members are elected at large and the remaining members are elected by district would constitute a district-based election for purposes of the CVRA. (Based on 03/25/2025 text)
Location: 02/21/2025 - Senate RLS.
Introduced: 02/21/2025
Current Text: 03/25/2025 - Amended
Last Amend: 03/25/2025
SB 693 Cortese (D) HTML PDF
Employees: meal periods.
Progress bar
Bill information
Status: 03/05/2025 - Referred to Com. on L., P.E. & R.
Summary: Current law generally prohibits an employer from employing an employee for a work period of more than 5 hours per day without providing the employee with a meal period of not less than 30 minutes. Current law creates exceptions from this prohibition for employees in specified occupations, including employees of an electrical corporation, a gas corporation, or a local -
CJD
2ndHOl.lse
Desi( Policy Fisc~I Floor ConfConc Enrollllld Ve(oed Ch&pte,red -
CJD
2ndHOl.lse
Desi( Policy Fisc~I Floor ConfConc Enrollllld Vftoed Chopte,red publicly owned electric utility covered by a valid collective bargaining agreement meeting certain conditions. Current law charges the Labor Commissioner with enforcement of these provisions. This bill would also create an exception from the above-described prohibition for employees of a water corporation, as defined. (Based on 02/21/2025 text) Location: 03/05/2025 - Senate L., P.E. & R.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 695 Cortese (D) HTML PDF
Transportation: climate resiliency: projects of statewide and regional significance.
Progress bar
Bill information
Status: 03/26/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Current law establishes the State Transportation Infrastructure Climate Adaptation Program, administered by the Department of Transportation, for purposes of planning, developing, and implementing projects adapting state transportation infrastructure to climate change. Current law requires the department, in consultation with, among others, the Transportation Agency and the California Transportation Commission, to develop a program of its top priority climate adaptation projects and to submit projects in this program to the commission for adoption.
Current law requires the department, in developing the program of projects, to consider specified criteria, including, but not limited to, the benefits of the project to preserving or enhancing regional or statewide mobility, economy, goods movement, and safety, and other benefits associated with protecting the asset. This bill would require the department, in consultation with the commission and the agency, and on or before July 1, 2026, and annually thereafter, to create a prioritized list of projects of statewide and regional significance, as defined, to better prepare the state for extreme weather-related events, with priority based on specified criteria. (Based on 03/26/2025 text)
Location: 02/21/2025 - Senate RLS.
Introduced: 02/21/2025 (Spot bill)
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 701 Wahab (D) HTML PDF
Signal jammers.
Progress bar
Bill information
Status: 03/27/2025 - Set for hearing April 8.
Summary: Federal law prohibits a person from willfully or maliciously interfering with or causing interference to radio communications. Federal law prohibits a person from manufacturing, importing, selling, offering for sale, or shipping a device that interferes with radio communications. Federal law makes a violation of these prohibitions punishable by a fine of not more than $10,000 or by imprisonment for a term not exceeding one year, or both the fine and imprisonment.This bill would make it an infraction to manufacture, import, market, purchase, sell, or operate a signal jammer, as defined, unless authorized to do so by the Federal Communications Commission, punishable by forfeiture of the signal jamming device and a fine of up to $5,000. The bill would make it a crime to operate a signal jammer in --c::J □
2nd H0!.154!!
.........
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lpt~rcd --c::J □
2ndHO!Jse
_______,D ·--U---Lf----{.r----<J---U---U---Lf----{.r----<J---U conjunction with the commission of a crime, punishable by a fine of up to $5,000 or by imprisonment as a misdemeanor or a felony or both the fine and imprisonment. The bill would make it a felony to willfully or maliciously use a signal jammer to block public safety communications, punishable by imprisonment in the state prison for 2, 4, or 6 years. By creating new crimes, this bill would impose a state-mandated local program. (Based on 03/24/2025 text)
Location: 03/12/2025 - Senate PUB. S.
Introduced: 02/21/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 722 Wahab (D) HTML PDF
Transfer of real property: single-family homes, townhomes, and condominiums.
Progress bar
Bill information
Status: 03/26/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Current law regulates the transfer of property. Current law generally permits any kind of property to be transferred, subject to specified exceptions. This bill would require a developer, beginning on January 1, 2026, and until January 1, 2031, to only sell a newly constructed single-family home, townhome, or condominium that is issued a certificate of occupancy on or after January 1, 2026, to a natural person, and would prohibit a business entity, as defined, from purchasing those properties during that time period. The bill would also prohibit, beginning on January 1, 2026, and until January 1, 2031, a natural person from transferring more than 4 single-family homes, townhomes, or condominiums to a business entity of which the natural person is a beneficia
l owner, as defined. If a natural person or nonprofit corporation sells or otherwise transfers a single-family home, townhome, or condominium to a business entity, the bill would require the business entity to disclose the names of all the beneficial owners of the business entity in the real property transfer documents. (Based on 03/26/2025 text)
Location: 02/21/2025 - Senate RLS.
Introduced: 02/21/2025
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 743 Cortese (D) HTML PDF
Education finance: Education Equalization Act: Equalization Reserve Account.
Progress bar
Bill information
Status: 03/26/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: The Classroom Instructional Improvement and Accountability Act, an initiative approved by the voters as Proposition 98 at the November 8, 1988, statewide general election, amended the California Constitution to, among other things, set forth a formula for computing the minimum amount of revenues that the state is required to appropriate for the support of school districts and community college districts in any given fiscal year. The California Constitution requires the Legislature to apportion to school districts from the State School Fund in each fiscal year basic state aid of at least $120 per pupil in average daily attendance, except that the total -- c::J □
2nd HOVS4!!
......... D ·--V---V---V--U--CJ---<...>--<..J---<..)---<.J--U Desk. Policy FiScal FIOOf Desk. Pol.Cy Fiscal Floor ConfCOnc. Enrolled ~oed Ch!lptered -
c::JD
.,______u ---u---0---0--u--cJ---c>--<..J---<.>---<.J--u Desk Policy FiSUol FIOOf Desk. Pol.Cy Fiscal Floor COl'lfCOnc. Enrolled \htoed Chllptered amount apportioned to each school district in each fiscal year must be at least $2,400. The California Constitution creates the Public School System Stabilization Account in the General Fund and requires the Controller to transfer, pursuant to a schedule p rovided by the Director of
Finance, a specified amount from the General Fund to the account in each fiscal year, except as provided. The California Constitution generally prohibits the total annual appropriations subject to limitation of the state and each local government from exceeding the appropriations limit of the entity of government for the prior fiscal year, adjusted for the change in the cost of living and the change in population. The California Constitution defines “appropriations subject to limitation” for these purposes. This bill would establish the Equalization Reserve Account in the General Fund. The bill would require funds in the account to be available, upon appropriation by the Legislature, to increase per-pupil funding in non-basic aid school districts, as defined, in a manner prescribed by the Legislature. (Based on 03/26/2025 text) Location: 02/21/2025 - Senate RLS.
Introduced: 02/21/2025 (Spot bill)
Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025
SB 750 Cortese (D) HTML PDF
California Residential Mortgage Insurance Act.
Progress bar
Bill information
Status: 03/12/2025 - Referred to Coms. on HOUSING and JUD.
Summary: Existing law, the California Health Facility Construction Loan Insurance Law, establishes an insurance program for health facility construction, improvement, and expansion loans in order to stimulate the flow of private capital into health facilities construction, improvement, and expansion and in order to rationally meet the need for new, expanded, and modernized public and nonprofit health facilities necessary to protect the health of all the people of this state. This bill contains other existing laws. (Based on 02/21/2025 text) Location: 03/12/2025 - Senate HOUSING
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 751 Becker (D) HTML PDF
Veterans and First Responders Research Pilot Program.
Progress bar
Bill information
Status: 03/12/2025 - Referred to Coms. on HEALTH and ED.
Summary: Existing law makes it a crime to possess, cultivate, and administer specified controlled substances, including psilocybin and psilocyn. Existing law makes it a crime for a person to rent, lease, or make available for use any building or room for the purpose of storing or distributing any controlled substance. This bill would, until January 1, 2031, require the California Health and Human Services Agency to oversee a Veterans and First Responders Research Pilot Program to allow for the research and development of psilocybin services for target populations, as defined, in up to 5 counties. The bill would authorize the agency to operate in partnerships with the University of California system. The bill would request the University of California to oversee each local pilot program as a university partner responsible for protocol design, institutional review board approvals, training of psilocybin facilitators, data -
c::J D
2nd H0!.154!!
.........
Desk. Polic y FiSUol FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lptercd -
c::JD
2nd HOVS4!!
......... D ·--V---V---V--U--CJ----<...>--<..J---<..)---<.J--U Desk. Polic y FiScal FIOOf Desk. Pol.Cy Fiscal Floor C0r1fCOnc. Enrolled \htoed Chaptered collection, and reporting. The bill would require each local pilot program to partner with local mental health clinics, hospice programs, veterans facilities, or other community-based providers that provide services and care to the target population. This bill contains other related provisions. (Based on 02/21/2025 text)
Location: 03/12/2025 - Senate HEALTH
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 753 Cortese (D) HTML PDF
Special business regulations: shopping carts.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Existing law authorizes a city, county, or city and county to impound a shopping cart that has a specified permanently affixed sign if certain conditions are satisfied, including that the city, county, or city and county provides 3-day advance actual notice of the shopping cart’s discovery and location to the owner of the shopping cart or their agent, except as specified.
This bill would authorize a city, county, or city and county, to retrieve and return a shopping cart to the parking area or premises of the owner or retailer identified on the affixed sign, as specified, and to recover its actual costs for the retrieval and return. The bill would also require actual notice for purposes of these provisions to include proof that the notice was delivered to the owner or their agent, as specified, and require the city, county, or city and county to maintain a record of that proof of delivery. This bill contains other existing laws. (Based on 03/24/2025 text)
Location: 02/21/2025 - Senate RLS.
Introduced: 02/21/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 791 Cortese (D) HTML PDF
Vehicle dealers: document processing charge.
Progress bar
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: Existing law authorizes a dealer to charge the purchaser or lessee of a vehicle a document processing charge for the preparation and processing of documents, disclosures, and titling, registration, and information security obligations imposed by state and federal law. Existing law
authorizes a dealer that has a contractual agreement with the Department of Motor Vehicles (DMV) to be a private industry partner to set the document processing charge at up to $85, and authorizes all other dealers to set the document processing charge at up to $70.This bill would authorize a dealer to charge a document processing charge that exceeds those amounts if the charge does not exceed 1% of the total price of the vehicle and does not exceed $500. (Based on 03/24/2025 text)
Location: 02/21/2025 - Senate RLS. Current Text: 03/24/2025 - Amended --c::J □
2nd H01.154!!
.........
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lpt~rcd -
c::JD
2nd H01.154!!
.........
Desk. Policy FiSUol FIOOf Desk. Pol!Cy Fiscal Floor C0r1fCOnc. Enrolled \htoed Chapt~rcd Introduced: 02/21/2025
Last Amend: 03/24/2025
SB 822 Becker (D) HTML PDF
Unclaimed property: virtual currency.
Progress bar
Bill information
Status: 03/25/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on RLS.
Summary: The Unclaimed Property Law (UPL) prescribes the circumstances under which intangible property escheats to the state, including how and when apparent owners must be notified that their property is at risk of escheating and the manner in which escheated property must be delivered to the State Controller. Intangible property is only subject to the UPL if the apparent owner’s last known address is within the state or, if that address is unknown, if there is another link to the state, as specified. Current law provides how and when securities that escheat to the state pursuant to the UPL may be sold and how the securities or funds from their sale may be returned to their owner. With regard to all types of property, this bill would specify that an apparent owner’s
last known address need not be a complete mailing address if the address is sufficient to identify that it is within the state. The bill would clarify that virtual currency is a form of intangible property subject to the UPL. The bill would prescribe requirements for holders of virtual currency to notify apparent owners prior to the currency escheating, which would include a form created by the Controller that may be returned to the holder by the apparent owner to restart the escheatment period, as specified. (Based on 03/25/2025 text) Location: 02/21/2025 - Senate RLS.
Introduced: 02/21/2025 (Spot bill)
Current Text: 03/25/2025 - Amended
Last Amend: 03/25/2025
Public Safety LAP
AB 400 Pacheco (D) HTML PDF
Law enforcement: police canines.
Progress bar
Bill information
Status: 03/11/2025 - Coauthors revised. From committee: Do pass and re-refer to Com. on APPR. (Ayes 8. Noes 0.) (March 11). Re-referred to Com. on APPR.
Summary: Current law requires law enforcement agencies to maintain a policy on the use of force, as specified. Current law establishes the Commission on Peace Officer Standards and Training (POST) and charges it with, among other duties, developing uniform, minimum guidelines for adoption and promulgation by law enforcement agencies for use of force. This bill would require, on or before January 1, 2027, every law enforcement agency, as defined, with a canine unit to maintain a policy for the use of canines by the agency that, at a minimum, complies with the most recent standards established by POST. (Based on 02/04/2025 text) Location: 03/11/2025 - Assembly APPR.
Introduced: 02/04/2025
Current Text: 02/04/2025 - Introduced
--c::J □
2nd House
~ u,,---<>--< >----<>--< >----<>--[ >----<J-----,[ >---< .J-----,. J -
c::JD
• • Desk Poll(y Fisc~I Floor ConfConc . Enrolled lktoed Ch11ptt-red AB 426 Dixon (R) HTML PDF
Local agencies: civil penalty for impeding emergency response with drone.
Progress bar
Bill information
Status: 03/17/2025 - Referred to Coms. on E.M and JUD.
Summary: Would authorize a local agency to impose a civil penalty not exceeding $75,000 upon a person who operates or uses an unmanned aerial vehicle, remote piloted aircraft, or drone at the scene of an emergency and thereby impedes firefighters, peace officers, medical personnel, military personnel, or other emergency personnel in the performance of their fire suppression, law enforcement, or emergency response duties, unless the person has a federal operational waiver, as specified. (Based on 02/05/2025 text)
Location: 03/17/2025 -
Assembly EMERGENCY
MANAGEMENT
Introduced: 02/05/2025
Current Text: 02/05/2025 - Introduced
AB 476 González, Mark (D) HTML PDF
Metal theft.
Progress bar
Bill information
Status: 03/28/2025 - Re-referred to Com. on B. & P.
Summary: Current law governs the business of buying, selling, and dealing in secondhand and used machinery and all ferrous and nonferrous scrap metals and alloys, also known as “junk.” Current law requires junk dealers and recyclers to keep a written record of all sales and purchases made in the course of their business, including the place and date of each sale or purchase of junk, as defined. Current law requires the written record to include a statement indicating either that the seller of the junk is the owner of it, or the name of the person they obtained the junk from, as shown on a signed transfer document. Current law prohibits a junk dealer or recycler from providing payment for nonferrous materials until the junk dealer or recycler obtains a copy of a valid driver’s license of the seller or other specified identification.
Existing law requires a junk dealer or recycler to preserve the written record for at least 2 years. Current law makes a violation of the recordkeeping requirements a misdemeanor. This bill, among other changes, would require junk dealers and recyclers to include additional information in the written record, including the time and amount paid for each sale or purchase of junk made, and the name of the employee handling the transaction. The bill would require the statement referenced above indicating ownership or the name of the person from whom the seller obtained the junk from to be signed and would require the statement to include specified information, including the legal name, date of birth, and place of residence of the seller. (Based on 03/27/2025 text)
Location: 02/24/2025 - Assembly B.&P.
Introduced: 02/10/2025
Current Text: 03/27/2025 - Amended
Last Amend: 03/27/2025
AB 1022 Kalra (D) HTML PDF
-
c::J D
....._., o ---o---o---o--u--c>---<.>---{.J---{ }----4_}--lJ Orik Polley Fisal FIOOf Desk Policy Fi:1,eal Floor ConfConc. Enrolled ~oed Chapt~red -
c::JD
2nd House
........., ,Cll----<J-----<• >--~ >----<J-----< >--~ >----<J-----<• >--~ >----< l -- c::J □
Authority to remove vehicles.
Progress bar
Bill information
Status: 03/28/2025 - Referred to Com. on TRANS.
Summary: Current law authorizes a peace officer, as defined, or a regularly employed and salaried employee, who is engaged in directing traffic or enforcing parking laws and regulations, of a city, county, or jurisdiction of a state agency in which a vehicle is located, to remove a vehicle located within the territorial limits in which the officer or employee may act, under designated circumstances, including, but not limited to, when a vehicle is found upon a highway or public land, or removed pursuant to the Vehicle Code, and it is known that the vehicle has been issued 5 or more notices of parking violations to which the owner or person in control of the vehicle has not responded within designated time periods, or the registered owner of the vehicle is known to have been issued 5 or more notices for failure to pay or failure to appear in court for traffic violations for which a certificate has not been issued by the magistrate or clerk of the court hearing the case, as specified. Under current law, a vehicle that has been removed and impounded under those circumstances that is not released may be subject to a lien sale to compensate for the costs of towage and for caring for and keeping safe the vehicle. This bill would remove the authority of a peace officer or public employee, as appropriate, to remove a vehicle under the above-described circumstances, and make conforming changes. (Based on 02/20/2025 text)
Location: 03/28/2025 - Assembly TRANS.
Introduced: 02/20/2025
Current Text: 02/20/2025 - Introduced
AB 1178 Pacheco (D) HTML PDF
Peace officers: confidentiality of records.
Progress bar
Bill information
Status: 03/24/2025 - Referred to Com. on PUB. S.
Summary: The California Public Records Act generally requires public records to be open for inspection by the public. Existing law provides numerous exceptions to this requirement. Under current law, the personnel records of peace officers and custodial officers are confidential and not subject to public inspection. Current law provides certain exemptions to this confidentiality, including the reports, investigations, and findings of certain incidents involving the use of force by a peace officer. Current law authorizes an agency to redact the records disclosed for specified purposes including, among others, to remove personal data or information, as specified, and where there is a specific, articulable, and particularized reason to believe that disclosure of the record would pose a significant danger to the physical safety of the peace officer, custodial officer, or another person. This bill would additionally require a law enforcement agency to redact records to remove the rank, name, photo, or likeness of specified people, including, among others, all duly sworn officers working an undercover assignment or who worked in an undercover assignment in the past 24 months, all sworn personnel attached to a federal or state task force, and members of a law enforcement agency who received verified death threats to themselves or their families within the last ten years because of their law enforcement employment. (Based on 02/21/2025 text) 2ndHOl.lse
Desk Policy Fiscal Floor Conf Conc Enrol lllld ~oed Chopte,red --c::J □
.__, ut ,---< :>----< l--< J----< :>----< )--{ J----< .>----< )--{ J----< ) Ocs.k Pol icy Fi,;cal Fl00< Desk Policy FiK al Floor Conf Conc. Enrollllld \htoe d Choptere d Location: 03/24/2025 - Assembly PUB. S.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
AB 1388 Bryan (D) HTML PDF
Law enforcement: settlement agreements: prohibition.
Progress bar
Bill information
Status: 03/13/2025 - Referred to Com. on PUB. S.
Summary: Existing law establishes the Commission on Peace Officer Standards and Training, and requires the commission to, among other things, establish a certification program for peace officers, as defined.
Existing law requires the commission to establish procedures for accepting complaints from members of the public regarding peace officers or law enforcement agencies that may be investigated. Existing law establishes, within the commission, the Peace Officer Standards Accountability Division and requires the division, among other things, to bring proceedings seeking the suspension or revocation of certification of a peace officer. This bill would prohibit a law enforcement agency from entering into a settlement agreement with a peace officer who has a pending complaint of misconduct with a term that requires the law enforcement agency to keep the misconduct confidential. (Based on 02/21/2025 text) Location: 03/13/2025 - Assembly PUB. S.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
AB 1489 Bryan (D) HTML PDF
Peace officers.
Progress bar
Bill information
Status: 03/13/2025 - Referred to Com. on PUB. S.
Summary: Existing law defines persons who are peace officers and the entities authorized to appoint them. Existing law prescribes certain minimum standards for a person to be appointed as a peace officer, including moral character and physical and mental condition, and certain disqualifying factors for a person to be employed as a peace officer, including a felony conviction. This bill would require a law enforcement agency that issues a firearm to a peace officer it employs to have a policy prohibiting that officer from carrying the firearm issued by the
agency with a blood alcohol concentration greater than 0.00%, whether the officer is on duty or off duty. By imposing new duties on local law enforcement, the bill would impose a state- mandated local program. This bill contains other related provisions and other existing laws. (Based on 02/21/2025 text)
Location: 03/13/2025 - Assembly PUB. S.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 554 Jones (R) HTML PDF
Law enforcement: immigration enforcement.
Progress bar
-- c::J □
.........«u •--< >--<--l r---< >--<--l r---< >--<--l r---< > Desk Pol icy Fiscal Fl00< Desk Pal,,:-y Fiscal Floor Cont.Cone. Enrolled Vetoed O\liptcrcd c::JD
2ndHOl.lse
.......,D ·-·O·-·O·--< }--{ J---< :f---{}--{}---{ >---<: }--( J Desk Policy Fiscal Floor ConfConc Enrolled Vetoed Ch&pte,icd -
c::JD
Bill information
Status: 03/24/2025 - From committee with author's amendments. Read second time and amended.
Re-referred to Com. on PUB. S.
Summary: Existing law, the California Values Act, generally prohibits California law enforcement agencies from investigating, interrogating, detaining, detecting, or arresting persons for immigration enforcement purposes, including providing information regarding a person’s release date or responding to requests for notification by providing release dates or other information, as specified. Existing law provides that responses are never required, but are permitted, provided that they do not violate any local law or policy. Existing law provides the above-described prohibition does not prevent a California law enforcement agency from performing certain limited exceptions to this prohibition that do not violate any policy of the law enforcement agency or any local law or policy of the jurisdiction in which the agency is operating. Existing law provides a law enforcement official with
discretion to cooperate with immigration authorities
only if doing so would not violate any federal, state, or local law, or local policy, and where permitted by the California Values Act. This bill would instead provide that responses relating to a person’s release date, as described above, are permitted. The bill would instead require a California law enforcement agency to perform certain limited exceptions to the prohibition, as specified. The bill would prohibit a local agency, as defined, from enacting an ordinance that would impose any additional prohibitions other than those described above on California law enforcement agencies related to immigration enforcement. The bill would deem void an ordinance enacted by a local agency prior to January 1, 2026, that violates the above- described provisions. The bill would instead require a law enforcement official to cooperate with immigration authorities only if doing so would not violate any federal or state law or policy, and where permitted by the California Values Act. By imposing new duties on local agencies, this bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 03/24/2025 text) Location: 03/19/2025 - Senate PUB. S.
Introduced: 02/20/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 691 Wahab (D) HTML PDF
Body-worn cameras: policies.
Progress bar
Bill information
Status: 03/27/2025 - Set for hearing April 8.
Summary: Current law requires law enforcement agencies, departments, or entities to consider specified best practices regarding the downloading and storage of body-worn camera data, such as specifically stating the length of time that recorded data is to be stored, when establishing policies and procedures for the implementation and operation of a body-worn camera system, as specified. This bill would require, on or before July 1, 2026, each law enforcement agency that has a body-worn camera policy to update that policy to prohibit personnel who wear body- worn cameras from intentionally recording a person undergoing a medical or psychological evaluation, procedure, or treatment. The bill would require the policy update to include a procedure for personnel who wear body-worn cameras to follow if requested by emergency medical services personnel to stop recording a person undergoing a medical or psychological evaluation, procedure, or treatment. (Based on 02/21/2025 text) 2ndHOl.lse
•--{
-
CJD
..........,,D ---o---o---O---{_J--C)-----{_}---{_)---{ }-----4_}--l) Desi< Pol icy fisCIIII Fl00< Desk Polocy Fi:ICal Floor ConfConc . Enrolled ~ocd O\apter~d Location: 03/05/2025 - Senate PUB. S.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
Regional Issues and Collaboration LAP
AB 259 Rubio, Blanca (D) HTML PDF
Open meetings: local agencies: teleconferences.
Progress bar
Bill information
Status: 02/10/2025 - Referred to Com. on L. GOV.
Summary: The Ralph M. Brown Act authorizes the legislative body of a local agency to use teleconferencing, as specified, and requires a legislative body of a local agency that elects to use teleconferencing to comply with specified requirements, including that the local agency post agendas at all teleconference locations,
identify each teleconference location in the notice
and agenda of the meeting or proceeding, and have each teleconference location be accessible to the public. Current law, until January 1, 2026, authorizes the legislative body of a local agency to use alternative teleconferencing if, during the teleconference meeting, at least a quorum of the members of the legislative body participates in person from a singular physical location clearly identified on the agenda that is open to the public and situated within the boundaries of the territory over which the local agency exercises jurisdiction, and the legislative body complies with prescribed requirements. Current law requires a member to satisfy specified requirements to participate in a meeting remotely pursuant to these alternative teleconferencing provisions, including that specified circumstances apply. Current law establishes limits on the number of meetings a member may participate in solely by teleconference from a remote location pursuant to these alternative teleconferencing provisions, including prohibiting such participation for more than 2 meetings per year if the legislative body regularly meets once per month or less. This bill would remove the January 1, 2026, date from those provisions, thereby extending the alternative teleconferencing procedures indefinitely. (Based on 01/16/2025 text)
Location: 02/10/2025 - Assembly L. GOV.
Introduced: 01/16/2025
Current Text: 01/16/2025 - Introduced
AB 1237 McKinnor (D) HTML PDF
County of Los Angeles: sporting events: ticket charge: public transit.
Progress bar
Bill information
Status: 03/13/2025 - Referred to Coms. on TRANS. and A.,E.,S., & T.
Summary: Would authorize Los Angeles County Metropolitan Transportation Authority (LA Metro) to impose a charge of up to $5 on the purchaser of a ticket from a ticket vendor to a sporting event in the County of Los Angeles for the 2026 FIFA World Cup or the 2028 Olympic and Paralympic Games, as specified. The bill would require LA Metro to use any revenues collected from that charge to support its transit operations. The bill would require LA Metro, if it -
CJD
........,,D "--U---V---U---U----C>-----l_>-----<..J-----<.j------<J--U 0C$k Pol icy Fi,;cal fl00<
CJD
2nd House
.__,Cll ·---< •>----< >--< >----< •>----< >--< >----< •>----< >--< >----< l Desk Polocy Fisc~I Floor ConfConc Enrolll!ld Vetoed Choptered imposes this charge, to allow any person to use its transit services at no charge on the day of a sporting event in the County of Los Angeles for the 2026 FIFA World Cup or the 2028 Olympic and Paralympic Games if the person presents a ticket to that sporting event at the location where LA Metro collects fares for transit services. (Based on 02/21/2025 text) Location: 03/13/2025 - Assembly TRANS.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
SB 233 Seyarto (R) HTML PDF
Regional housing need: determination: consultation with councils of governments.
Progress bar
Bill information
Status: 03/28/2025 - Set for hearing April 7.
Summary: The Planning and Zoning Law requires each county and city to adopt a comprehensive, long- term general plan for the physical development of the county or city, which includes, among other mandatory elements, a housing element. Current law requires, for the 4th and subsequent revisions of the housing element, the Department of Housing and Community Development, in consultation with each council of governments, where applicable, to determine the existing and projected need for housing for each region, as prescribed. Current law requires, among other things, the department to meet and consult with the council of governments regarding the assumptions and methodology to be used by the department to determine the region’s housing needs at least 26 months prior to the scheduled revision of the housing element and before developing the existing and projected housing need for a region.
This bill would require the department to meet and consult with the council of governments, as described above, pursuant to prescribed deadlines. For the 7th revision of the housing element, the bill would require the department to meet and consult with each council of governments at least 38 months prior to the scheduled revision, except for specified councils of governments. (Based on 03/03/2025 text)
Location: 03/18/2025 - Senate APPR.
Introduced: 01/28/2025
Current Text: 03/03/2025 - Amended
Last Amend: 03/03/2025
SB 239 Arreguín (D) HTML PDF
Open meetings: teleconferencing: subsidiary body.
Progress bar
Bill information
Status: 03/24/2025 - Set for hearing April 2.
Summary: The Ralph M. Brown Act requires, with specified exceptions, that all meetings of a legislative body, as defined, of a local agency be open and public and that all persons be permitted to attend and participate. The act generally requires for teleconferencing that the legislative body of a local agency that elects to use teleconferencing post agendas at all teleconference locations, identify each teleconference location in the notice and agenda of the meeting or proceeding, and have each teleconference location be accessible to the public. Current law also requires that, during the teleconference, at least a quorum of the members of the legislative body participate from locations within the boundaries of the territory over which the local agency exercises jurisdiction, except as specified. Current law, until January 1, 2026, --c::J □
2nd H0!.154!!
• • Desk. Policy 'lsc•I FIOOf Desk. Pol!Cy Fiscal Floor ConfCOnc. Enrolled \ktoed Ch!lpt~rcd --c::J □
2ndHO!Jse
_______,D·--U---Lf----{.r----<J---U---U---Lf----{.r----<J---U authorizes specified neighborhood city councils to use alternate teleconferencing provisions related to notice, agenda, and public participation, as prescribed, if, among other requirements, the city council has adopted an authorizing resolution and 2/3 of the neighborhood city council votes to use alternate teleconference provisions, as specified. This bill would authorize a subsidiary body, as defined, to use alternative teleconferencing provisions and would impose requirements for notice, agenda, and public participation, as prescribed. The bill would require the subsidiary body to post the agenda at the primary physical meeting location. The bill would require the members of the subsidiary body to visibly appear on camera during the open portion of a meeting that is publicly accessible via the internet or other online platform, as specified. (Based on 01/30/2025 text)
Location: 02/14/2025 - Senate L. GOV.
Introduced: 01/30/2025
Current Text: 01/30/2025 - Introduced
SB 707 Durazo (D) HTML PDF
Open meetings: meeting and teleconference requirements.
Progress bar
Bill information
Status: 03/24/2025 - Set for hearing April 2.
Summary: Would, until January 1, 2030, require a city council or a county board of supervisors to comply with additional meeting requirements, including that all open and public meetings include an opportunity for members of the public to attend via a two-way telephonic option or a two-way audiovisual platform, as defined, that a system is in place for requesting and receiving interpretation services for public meetings, as specified, and that good f aith efforts are made to
encourage residents to participate in public meetings, as specified. By imposing additional meeting requirements on city councils and county boards of supervisors, this bill would impose a state-mandated local program. (Based on 02/21/2025 text) Location: 03/12/2025 - Senate L. GOV.
Introduced: 02/21/2025
Current Text: 02/21/2025 - Introduced
Sustainability and Environmental Protection LAP
AB 39 Zbur (D) HTML PDF
General plans: Local Electrification Planning Act.
Progress bar
Bill information
Status: 02/26/2025 - Re-referred to Com. on L. GOV.
Summary: The Planning and Zoning Law requires a city or county to adopt a comprehensive general plan for the city’s or county’s physical development that includes various elements, including, among others, a land use element that designates the proposed general distribution and general location and extent of the uses of the land in specified categories, and a circulation element that identifies the location and extent of existing and proposed major thoroughfares, transportation routes, terminals, any military airports and ports, and other local public utilities -
CJD
2nd HOYse
~a--o---0---0---o--o--cf--<:>-----cJ--< >--o
Desk. Policy FiSUol FIOOf Desk. Pol.Cy Fiscal Floor Conf.COnc. Enrolled \ktoed CNipte-rcd --CJ □
2ndHO!Jse
~D--·0---0·--0---{J--Lf--{)-----(J--{}---,:}--lJ
and facilities, as specified. This bill, the Local Electrification Planning Act, would require a each city, county, or city and county, on or after January 1, 2027, but no later than January 1, 2030, to prepare and adopt a specified plan, or integrate a plan in the next adoption or revision of the general plan, that includes locally based goals, objectives, policies, and feasible implementation measures that include, among other things, the identification of opportunities to expand electric vehicle charging, as specified, and includes policies and implementation measures that address the needs of disadvantaged communities, low- income households, and
small businesses for equitable and prioritized investments in zero-emission technologies that directly benefit these groups. For these purposes, the bill would authorize a city, county, or city and county to incorporate by reference into the general plan a previously adopted similar plan that meets the above-described requirements, as specified. (Based on 02/25/2025 text) Location: 02/03/2025 - Assembly L. GOV.
Introduced: 12/02/2024
Current Text: 02/25/2025 - Amended
Last Amend: 02/25/2025
AB 620 Jackson (D) HTML PDF
Medium- and Heavy-Duty Zero-Emission Vehicle Fleet Purchasing Assistance Program: rental vehicles.
Progress bar
Bill information
Status: 03/25/2025 - From committee: Do pass and re-refer to Com. on APPR. with recommendation:
To Consent Calendar. (Ayes 16. Noes 0.) (March 24). Re-referred to Com. on APPR.
Summary: Current law establishes the Medium- and Heavy-Duty Zero-Emission Vehicle Fleet Purchasing Assistance Program (program) within the Air Quality Improvement Program to make financing tools and nonfinancial supports available to operators of medium- and heavy-duty vehicle fleets to enable those operators to transition their fleets to zero-emission vehicles. This bill, for any regulation adopted to develop or implement the program, or other regulations that are regarding the procurement or use of medium- and heavy-duty zero-emission vehicles by a public or private fleet, would require the state board to consider specified things, including, among other things, the environmental and supply chain benefits of renting medium- and heavy-duty zero-emission vehicles compared to procuring them. (Based on 02/13/2025 text) Location: 03/24/2025 - Assembly APPR.
Introduced: 02/13/2025
Current Text: 02/13/2025 - Introduced
AB 915 Petrie-Norris (D) HTML PDF
Clean Energy Reliability Investment Plan.
Progress bar
Bill information
Status: 02/20/2025 - From printer. May be heard in committee March 22.
Summary: Would appropriate $900,000,000 from the General Fund to the State Energy Resources Conservation and Development Commission for the 2025–26 fiscal year to be allocated for the Clean Energy Reliability Investment Plan for local incentive grants to increase investment in clean energy infrastructure. (Based on 02/19/2025 text) Location: 02/19/2025 - Assembly PRINT
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced
--c::J □
2nd House
• •
-
c::JD
2nd House
SB 74 Seyarto (R) HTML PDF
Office of Land Use and Climate Innovation: Infrastructure Gap-Fund Program.
Progress bar
Bill information
Status: 03/24/2025 - Set for hearing April 2. From committee with author's amendments. Read second time and amended. Re-referred to Com. on L. GOV.
Summary: Current law establishes the Office of Land Use and Climate Innovation in the Governor’s office for the purpose of serving the Governor and the Governor’s cabinet as staff for long-range planning and research and constituting the comprehensive state planning agency. Current law authorizes a local agency to finance infrastructure projects through various means, including by authorizing a city or county to establish an enhanced infrastructure financing district to finance public capital facilities or other specified projects of communitywide significance that provide significant benefits to the district or the surrounding community. This bill would require the office, upon appropriation by the Legislature, to establish the Infrastructure Gap-Fund Program to pro
vide grants to local agencies to develop and construct infrastructure projects, as defined. The bill would authorize the office to provide funding for up to 20% of a project’s additional projected cost, as defined, after the project has started construction, subject to specified conditions, including, among other things, that the local agency has allocated existing local tax revenue to the initial infrastructure’s project’s total cost. When applying to the program, the bill would require the local agency to
demonstrate challenges with completing the
project on time and on budget and how the infrastructure project helps meet state and local goals, as specified. (Based on 03/24/2025 text)
Location: 01/29/2025 - Senate L. GOV.
Introduced: 01/15/2025
Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025
SB 496 Hurtado (D) HTML PDF
Advanced Clean Fleets Regulation: appeals advisory committee: exemptions.
Progress bar
Bill information
Status: 03/11/2025 - Set for hearing April 2.
Summary: The California Global Warming Solutions Act of 2006 establishes the state board as the state agency responsible for monitoring and regulating sources emitting greenhouse gases and requires the state board to adopt rules and regulations to achieve the maxim um technologically
feasible and cost-effective greenhouse gas emission reductions from those sources. This bill would require the state board to establish the Advanced Clean Fleets Regulation Appeals Advisory Committee by an unspecified date for purposes of reviewing appeals of denied requests for exemptions from the requirements of the Advanced Clean Fleets Regulation. The bill would require the committee to include representatives of specified governmental and nongovernmental entities. The bill would require the committee to meet monthly and would require recordings of its meetings to be made publicly available on the state board’s internet website. The bill would require the committee to consider, and make a recommendation on, an appeal of an exemption request denial no later than 60 days after the appeal is made. The bill would require specified information relating to the committee’s consideration of an appeal to be -
CJD
....._., o ---o---o---o--u--c>---<.>---{.J---{ }----4_}--lJ Orik Polley Fisul FIOOf Desk Pol!Cy Fi:loeal Floor ConfConc . Enrolled ~oed Chaptered -
CJD
.........,D ·--U----V---V--U---C>--<...>---{.J---{_}--4J--U Onk Polley Fisul FIOO< Desk Polocy Fi:!Cal Floor ConfConc . Enrolled ~oed Chapt~ied made publicly available on the state board’s internet website. The bill would require the state board to consider a recommendation of the committee at a public meeting no later than 60 days after the recommendation is made. (Based on 02/19/2025 text) Location: 02/26/2025 - Senate E.Q.
Introduced: 02/19/2025
Current Text: 02/19/2025 - Introduced