City Council and Authorities Concurrent
July 8, 2025

E. Reimbursement.

1. VTA will reimburse City in the amount of: (i) Eligible Costs, as defined in Paragraph F.1., submitted to VTA; or (ii) VTA’s Financial Contribution to the Project, whichever is less. VTA will reimburse City based on receipt of invoices showing Eligible Costs incurred and paid for by City. VTA will not reimburse City for any costs that are not Eligible Costs.

2. If this Agreement is terminated, as set forth in Paragraph Q, VTA will not be responsible for reimbursing any costs or expenses City incurs after the effective date of termination.

F. Eligible Use of Funds.

1. Eligible Costs. VTA will only reimburse City for actual costs directly related to performance of the Project. For purposes of this Agreement, “Elig ible Costs” are as described below. No other expenses will be subject to reimbursement as Eligible Costs without the prior written approval of VTA.

a. Construction Contract Costs. Costs paid to construction contractor(s) by City under construction contracts procured by City for the Project, inclusive of all direct and indirect costs included in the construction contract including, but not limited to, the contractor’s labor, materials, equipment, taxes, overhead and profit, and all other costs included in the contractor’s pricing and paid to Contractor by City to construct the Project.

b. Construction Contract Compliance Costs. Costs paid to consultants or firms by City for providing technical oversight and compliance of the construction contractors compliance with the terms of the construction contract incl uding but not limited to construction field inspection and observations costs, materials te sting, construction testing, and laboratory costs.

c. Direct Labor Costs.

d. Travel Expenses. Travel expenses (as described below), which must be authorized by VTA in writing prior to City, consultants, and/or contractors incurring them. VTA may deny reimbursement of any travel expense incurred by City, consultants, and/or contractors prior to VTA’s written approval. If VTA approves travel, VTA will reimburse the following types of travel expenses related to performance of the Project at the following per-diem or lump sum rates:

i. Car Rental: $50/day (including all gas and all associated fees);

ii. Flight: The rates set forth as GSA City Pairs Gov’t “YCA” Fare (https://www.gsa.gov/plan-book/transportation-airfare-pov-etc/airfare-rates-city- pair-program);

iii. Food/Beverage and Hotel: The rates set forth as GSA per diem rates (https://www.gsa.gov/travel/plan-book/per-diem-rates); and

iv. Mileage: The rates set forth as GSA mileage allowance (https://www.gsa.gov/plan- book/transportation-airfare-pov-etc/privately-owned-vehicle-pov-mileage- reimbursement).

e. Other Direct Costs. VTA will reimburse parking, tolls, deliveries, printing, plan reproduction, bid advertisement, blueprint services, any fees required for background checks from iproveit.com, and any other expenses directly associated with the Project at actual cost without markup. City must provide appropriate supporting documentation, including detailed receipts. If any of the other direct costs described in this paragraph will exceed $500.00, City must receive VTA’s written approval prior to incurring such expense. VTA may deny reimbursement of any such other direct cost expense incurred by City, prior to VTA’s written approval.

2. Ineligible Costs. Specific “Ineligible Costs” include, but are not limited to, the following:

a. Expenses for organizational functions, businesses services, and information technology including, but not limited to telephone charges, computer costs, CAD machine charges, in- house copying charges, and facsimile charges will not be reimbursed as other direct costs;

b. Rent and utilities;

c. Food or beverages (e.g. as part of meetings, workshops, training, or events); and

d. Alcohol, travel upgrades, fines, memberships, loss of personal property or cash, “no shows,” or personal itinerary changes.

3. Should the eligibility of a cost be questioned, VTA will determine, in writing, the eligibility of a cost before the cost is incurred. In its performance under this Agreement, all Parties will strictly comply with all VTA 2016 Measure B Program requirements set forth in the Bike/Ped Guidelines.

G. Invoicing to VTA.

1. City must submit invoices to [email protected] for reimbursement of work completed on the Project. Each invoice must include all records, including staff hours, contractors’ invoices, miscellaneous invoices, force account charges, and any other documentation requested by VTA as substantiation for invoices submitted for reimbursement. Invoices may not be submitted more frequently than monthly and must be submitted within one year of City incurring the cost(s).

2. All invoices must detail:

a. Eligible Costs actually incurred and paid by City;
b. Total reimbursement amount (in dollars) requested;
c. Total amount reimbursed by VTA to date; and
d. Project tasks or milestones completed for wh ich City incurred Eligible Costs during the relevant billing cycle.

3. V T A w i l l r e mi t t h e a m ou n t d u e t o C i t y w i t h i n 3 0 c a l e n d a r d a ys of r e c e i p t of a c o mp l e t e , f u l l y documented invoice.

H. Return of Funds.

If VTA learns that previously reimbursed costs were not Eligible Costs, City must return such funds no later than 15 business days from receipt of notice from VTA.

I. City’s Responsibilities.

1. Implementing Agency Tasks. City will be the sponsor and implementing agency for the Project. In its role as sponsor and implementing agency under this Agreement, City must perform the following tasks:

a. Providing or procuring professional services for the Project including, but not limited to, the following activities: advertising the work via a public solicitation, opening bids in response to the public solicitation, awarding a contract, approving contract documents, and administering the awarded contract in accordance with all applicable laws, regulations, and codes including, but not limited to, the California Public Contract Code and the California Labor Code;

b. Obtaining all necessary permits for performance of the Project, as applicable;

c. Performing community engagement activities for the Project as applicable;

d. Make staff available to present on the Project at VTA committees as needed; and

e. Conducting close-out activities for the Project including, but not limited to, performing final accounting review and reviewing compliance with all contractual requirements.

2. Other Project Management Duties. City must also perform the following duties:

a. Complete and submit to VTA the most current version of VTA’s 2016 Measure B Complete Streets Checklist (“Complete Streets Checklist”) for Project within five business days of the Effective Date;

b. Complete and submit to VTA a project management plan (“PMP”) for Project within 30 business days of the Effective Date the PMP must be in writing and must include information regarding staffing plan, cost, schedule, contracting plan, and risk assessment;

c. Actively monitor actual Project expenditures to ensure that the 2016 Measure B funds are used to reimburse Eligible Costs only;

d. Provide VTA with written semi-annual progress updates on the Project including, but not limited to, updates on Project expenditures, any changes in scope and schedule, community engagement outcome, and Project status in a format previously provided to City;

e. Provide VTA copies of Project deliverables including, but not limited to, reports, designs, drawings, plans, specifications, schedules, and other materials; and

Submit the Project’s final report to VTA, which must be in writing and must include information regarding final Project costs, along with any other information VTA may require (“Final Report”). City must submit the Final Repo rt within 45 business days of receipt of the final report template.

J. VTA’s Responsibilities.

1. VTA will perform and/or be responsible for the following tasks to perform oversight for Project:

a. Provide Comple Streets Checklist form to City and review competed checklist for Project to ensure Complete Streets compliance; and

b. Provide PMP form to City and review completed PMP for Project to provide oversight of the delivery of Project and to ensure Project complies with the Bike/Ped Guidelines.

2. Pay the amount due to City within 30 calendar days of receipt of a complete, fully-documented invoice for Eligible Costs.

K. Indemnification.

Neither VTA nor any its officers or employees will be responsible fo r any damage or liability arising out of or relating to City’s acts or omissions under or in connection with any work, authority, or jurisdiction associated with this Agreement. Pu rsuant to California Government Code §895.4, City must fully defend, indemnify, and save harmless VTA from all suits or actions of every name, kind, and description arising from an injury (as defined by California Government Code §810.8) relating to City’s acts or omissions under or in connection with any work, authority, or jurisdiction delegated to City under this Agreement. This provision will survive the termination or expiration of this Agreement.

L. Insurance.

At all times during this Agreement, City must comply with the insurance requirements and specifications of the attached Exhibit B, Insurance Requirements. City may, in its discretion, elect to self-insure, but any such self-insurance must meet the requirements and specifications in Exhibit B.

M. Additional Insured and Indemnity Provision.

In any agreement executed between the City and a third party for purposes related in any way to the subject matter of this Agreement (“Third Party Contract”), City must require that VTA be named as (i) an additional insured on a primary and non-contributory basis with separation of insureds and waiver of subrogation on all policies of insurance, except when not applicable and (ii) an indemnified party in any indemnity provision contained in the Third Party Contract. Third Party Contracts must contain insurance requirements with covera ges at least as broad as, and limits at least as great as, the requirements of Exhibit B.

N. Public Works.

If City awards a contract to a third party for the performance of a public work, as defined in California Labor Code Sections 1720 through 1720.6 (“Public Works Contract”), in connection with this Agreement, City must comply, and must require such third party to comply, with the requirements of California Labor Code Sections 1720 et seq. If the Public Works Contract is funded in whole or in part with federal funds, City must also comply, and must require such third party to also comply, with the requirements of the Davis Bacon Act (40 U.S.C. Sections 3141-3144 and 3146-3148).

O. Compliance with Applicable Law.

In the execution of the Project and performance of its responsibilities under this Agreement, City must comply with all applicable requirements of local, state, and federal laws.

P. Compliance with 2016 Measure B Requirements.

In its performance under this Agreement, City must comply with, and must ensure Project compliance with, all 2016 Measure B requirements set forth in the Bike/Ped Guidelines.

Q. Termination

1. Either Party may at any time terminate this Agreement by giving 10 business days written notice of such termination to the other Party. Notice must identify the effective date of such termination and must be provided in accordance with the terms and conditions of this Agreement.

2. In the event of termination under this section, City must submit its final invoice to VTA within 30 calendar days of the effective date of termination, and such invoice will be solely for Eligible Costs City incurred prior to termination.

R. Audit and Records.

1. City must maintain, and must require their contractors to maintain, in accordance with generally accepted accounting principles and practices, complete books, accounts, records, and data pertaining to services performed under this Agreement, including the costs of contract administration. Such documentation must be supported by properly executed payrolls, invoices, contracts, and vouchers evidencing in detail the nature and propriety of any charges and must be sufficient to allow a proper audit of services. All checks, payrolls, invoices, contracts, and other accounting documents pertaining in whole or in part to the services must be clearly identified and readily accessible.

2. For the duration of the Agreement, and for a period of five years after final payment, each Party and its representatives must have access during normal business hours to any books, accounts, records, data, and other relevant documents (“Records”) of the other Party that are pertinent to this Agreement for audits, examinations, excerpts, and transactions. The other Party must furnish copies of the Records upon request.

S. Notices / Authorized Representatives.

1. Notices must be in writing and addressed to the other Party’s Authorized Representative (“Recipient”) and will be deemed delivered or received on the date personally delivered to the Recipient or when deposited by registered or certified mail with postage and charges prepaid.

2. The Parties Authorized Representatives are as follows:

VTA:

Marcella Rensi
Deputy Director, Grants & Allocations
Santa Clara Valley Transportation Authority
3331 N First Street
San Jose, CA 95134
Email: [email protected]

CITY:

Michael Liw
Assistant Public Works Director/City Engineer
City of Santa Clara, Department of Public Works
1500 Warburton Avenue
Santa Clara, CA 95050
Email: [email protected]

3. Written notification to the other Party must be provided, in advance, for changes in the name or address of an Authorized Representative stated above.

T. General Terms and Conditions.

1. Headings. The subject headings of the articles and paragraphs in this Agreement are included for convenience only and will not affect the construction or interpretation of any of its provisions.

2. Incorporation of Exhibits and Attachments. All exhibits and attachments referenced in this Contract are incorporated into it by this reference.

3. Construction and Interpretation of Agreement. This Agreement, and each of its provisions, terms, and conditions, has been reached as a result of negotiations between the Parties.

Accordingly, each Party expressly acknowledges and agrees that (i) this Agreement will not be deemed to have been authored, prepared, or drafted by any particular Party and (ii) the rule of construction to the effect that ambiguities are to be resolved against the drafting party will not be employed in the interpretation of this Agreement or in the resolution of disputes.

4. Amendment. Except as expressly provided in this Agreement, its provisions cannot be altered, modified, or amended except through the execution of a written amendment executed by the Parties.

5. Entire Agreement. This Agreement constitutes the entire agreement between the Parties relating to the subject matter and supersedes all prior negotiations, contracts, agreements, or understandings, whether oral or written, of the Parties regarding the subject matter.

6. No Waiver. The failure of either Party to insist upon the strict performance of any of the terms, covenants, or conditions of this Agreement will not be deemed a waiver of (i) any right or remedy that either Party may have or (ii) either Party’s right to require strict performance of all of the terms, covenants, and conditions of this Agreement.

7. Dispute Resolution.

a. If a question or allegation arises regarding (i) interpretation of this Agreement or its performance, or (ii) the alleged failure of a Party to perform, the Party raising the question or making the allegation must give written notice thereof to the other Party. The Parties must promptly meet in an effort to resolve the issues raised. If the Parties fail to resolve the issues raised, alternative forms of dispute resoluti on, including mediation, may be pursued by mutual agreement. It is the intent of the Parties to the greatest extent possible to avoid litigation as a method of dispute resolution.

b. Notwithstanding the foregoing, nothing in this Paragraph T will be deemed to prevent a Party from filing suit or an administrative action to preserve its right to assert a claim within any applicable statute of limitations. To the extent practicable, the Parties will negotiate in good faith to create a tolling agreement to toll such statute(s) of limitations to allow for the Parties to engage in dispute resolution provisions of this Agreement prior to filing of such actions.

8. Severability. If any provisions of this Agreement (or port ions or applications of it) are held to be unenforceable or invalid by any court of competent jurisdiction, (a) the Parties will negotiate in good faith to make an equitable adjustment to the Agreement provisions with a view toward effecting the Agreement’s purpose, and (b) the remaining provisions (or portions or applications of them) will remain valid and enforceable.

9. Governing Law. The laws of the State of California will govern this Agreement and any claim that might arise between City and VTA without regard to conflict of law provisions.

10. Venue. Any lawsuit or legal action arising from this Agreement must be commenced and prosecuted in the courts of Santa Clara County, California. City agrees to submit to the personal jurisdiction of the courts located in Santa Clara County, California for the purpose of litigating all such claims.

11. Ownership of Work. All reports, designs, drawings, plans, specifications, schedules, studies, memoranda, and other documents assembled or prepared, in the process of being assembled or prepared, or furnished to either Party under this Agreement are the joint property of all Parties.

Each Party is entitled to copies and access to these materials during the progress of the Project and upon completion of the Project or termination of this Agreement. All Parties may retain a copy of all material produced under this Agreement for use in their general activities.

12. Attribution to VTA. City must include attribution to VTA that indicates part of the work was funded by 2016 Measure B Funds. This provision applies to any project or publication that was funded in whole or in part by 2016 Measure B fu nds. Acceptable forms of attribution include 2016 Measure B’s branding on Project-related documents, construction signs, public information materials, and any other applicable documents. VTA will provide 2016 Measure B branding to City for this purpose.

13. Non-discrimination. The Parties and any contractors performing services on behalf of the Parties (“Contractors”) will not unlawfully discriminate or permit discrimination, harass, or allow harassment against any person or group of persons because of race, color, religious creed, national origin, ancestry, age (over 40), sex, gender, gender identity, gender expression, sexual orientation, marital status, pregnancy, childbi rth or related conditions, medical condition (including cancer), mental disability, physical disability (including HIV and AIDS), genetic information, or military and veteran’s status, or in any manner prohibited by federal, state, or local laws. In addition, the Parties and Contra ctors must not unlawfully deny any of their

employees’ family care leave or discriminate against such employees on the basis of having to use family care leave. The Parties and Contractors must ensure that the evaluation and treatment of their employees and applicants for employment is free of such discrimination and harassment.

14. Relationship of the Parties. I t i s u n d e r s t o o d t h a t t h i s i s a n A g r e e m e n t b y a n d b e t w e e n independent parties and does not create the relationship of agent, servant, employee, partnership, joint venture or association, or any other relationship other than that of independent contractor.

15. Counterparts; Electronic Signatures. This Agreement may be executed in one or more counterparts, each of which will be deemed an original but all of which will constitute one and the same instrument. Unless otherwise prohibited by law, VTA policy, or City ordinance or policy, the Parties agree that an electronic copy of a signed contract, or an electronically signed contract, has the same force and legal effect as a contract executed with an original ink signature.

The term “electronic copy of a signed contract” refers to a writing as set forth in Evidence Code Section 1550. The term “electronically signed co ntract” means a contract that is executed by applying an electronic signature using technology approved by each of the Parties.

16. Authority to Execute Agreement. Each Party to this Agreement represents and warrants that each person whose signature appears below is authorized and has the full authority to execute this Agreement on behalf of the entity that is a Party to this Agreement.

Signatures on the following page.

The Parties have caused their undersigned, duly authorized signatories to execute this Agreement on the dates set forth below.

Santa Clara Valley Transportation Authority City of Santa Clara

Carolyn M. Gonot
General Manager/CEO
Jƃvan D. Groganථ
City Manager

Date Date
Approved as to Form: Approved as to Form:

Lindsey Schmid
VTA Legal Counsel

Glen R. Googins
City Attorney
Date Date

EXHIBIT A
2016 Measure B Bicycle & Pedestrian Program Guidelines
[Revised and approved by VTA Board of Directors: August 4, 2022] To fund bicycle and pedestrian projects of countywide significance identified by the cities, County and VTA. The program will give priority to those projects that connect to schools, transit and employment centers; fill gaps in the existing bike and pedestrian network; safely cross barriers to mobility; and make walking or biking a safer and more convenient means of transportation for all county residents and visitors. Bicycle and pedestrian educational programs such as Safe Routes to Schools, will be eligible for funding.

Total Funding

3.97% of Program Tax Revenues
Program Type
Formula-based program
Distribution of Funds
• Funds will be allocated on a two-year cycle, in conjunction with the VTA Biennial Budget process.
• Funds are allocated on an annual basis, based on the application of the ballot-established ratio to the estimated Program Tax Revenue. The allocations are calculated in two steps:

1. Multiplying the ballot-established ratio by the projected Program Tax Revenues for that fiscal year.

2. Reconciling prior allocations, which were based on estimated Program Tax Revenues, with actual Program Tax Revenues (referred to as a “true-up process”). This true-up process will occur in the first fiscal year of each biennial budget cycle. • The program will consist of three sub-categories: Education & Encouragement Programs, Planning Studies, and Capital Projects.
• A minimum of 80% of available program category funds will be allocated to Capital Projects.
• A maximum of 15% of available program category funds will be set aside for Education & Encouragement. The funds will be allocated as follows:

1. 25% for countywide (including targeting unincorporated areas) education & encouragement programs

2. Remaining funds allocated by city population formula with a $10,000 annual minimum allocation per city
• A maximum of 5% of available program category funds will be allocated to Planning Studies.
• If the Planning Studies or Capital Projects competitive grant cycle is not fully awarded, the balance of funds from that cycle will roll into its next call for projects cycle.

Implementation

• Only projects currently listed on Attachment A of 2016 Measure B are eligible.

•• Education & Encouragement (Formula Distribution)
• VTA and individual agencies will enter into a Master Agreement for Education & Encouragement funds.
• The 2016 Measure B Program Office will notify agency of allocation for two- year cycle.
• Funds will be distributed on a reimbursable basis.
• Agency will submit annual education & encouragement work program and annual progress report.
• Education & Encouragement funds may be banked for a maximum of three years with explanation of banking purposes upon approval by the 2016 Measure B Program Office.
• The 2016 Measure B Program Office will conduct an assessment regarding the effectiveness of the program.

• Capital Projects & Planning Studies (Competitive Grants) • Only a public agency can serve as a project sponsor. Other entities must partner with a public agency to apply for a grant.
• The grant program contains two categories:
o Capital projects
ƒ Activities leading to/including:
• Environmental Clearance
• Design
• Right of Way
• Construction
ƒ Construction grant requests must include cost estimates supported by 30% to 35% design.
o Planning studies
ƒ Includes planning studies to support capital project development for those projects currently listed on Attachment A of 2016 Measure B. It does not include general/master planning efforts.
• The minimum grant award is $50,000.
• The maximum grant award per sponsoring agency can be no more than 50% of the total available funds per call for projects per cycle, unless the cycle is undersubscribed.
• The 2016 Measure B Program Office developed project criteria in conjunction with the VTA Technical Advisory Committee (TAC) Capital Improvement Program Working Group and incorporated input from the TAC and Bicycle & Pedestrian Advisory Committee (BPAC).

• Scoring committees for the grant programs will be comprised of three BPAC members, three Member Agency staff, and one VTA staff person. If enough BPAC or Member Agency staff are not available as describe d above, Board-adopted scoring committee policy will be followed.

Criteria
• Capital Projects and Planning Studies will be scored on criteria that supports the language in 2016 Measure B, including but not limited to:
o Countywide significance
o Connection to/serves schools, transit, or employment centers o Fills gaps in bicycle/pedestrian network
o Provides safer crossings of barriers
o Makes walking or biking safer
o Makes walking or biking more convenient
o Other criteria to consider:
ƒ Safety benefits
ƒ Increase in bicycle and pedestrian usage
ƒ Community support
ƒ Project readiness
ƒ Projects serve Equity Priority Communities or vulnerable populations with specific needs
ƒ Non-2016 Measure B contribution
Requirements
• Competitive grant projects require a minimum 10% non-2016 Measure B contribution. • Reporting requirements will be detailed in agreements executed with VTA for project funding.
• VTA Complete Streets reporting requirements are required for Planning Studies and Capital Projects.
• All projects must comply with 2016 Measure B program oversight requirements. • All collateral material must comply with 2016 Measure B branding requirements.

EXHIBIT B

INSURANCE REQUIREMENTS

CITY’S ATTENTION IS DIRECTED TO THE INSURANCE REQUIREMENTS BELOW. IT IS HIGHLY

RECOMMENDED THAT CITY CONFER WITH THEIR INSURANCE CARRIERS OR BROKERS TO DETERMINE THE AVAILABILITY OF INSURANCE CERTIFICATES AND ENDORSEMENTS REQUIRED BY THIS AGREEMENT.

INSURANCE

Without limiting City indemnification and defense of claims obligations to VTA, City must procure and maintain for the duration of the Ag reement insurance against claims for injuries to persons or damages to property which may arise under or in connection with any work, authority, or jurisdiction associated with the Agreement. The cost of such insurance must be borne by City. City must furnish complete copies of all insurance policies within three (3) business days of any request for such by VTA.

A. MINIMUM SCOPE OF INSURANCE
Coverage must be at least as broad as:

1. Insurance Services Office General Liability coverage (“occurrence” form CG 0001). General Liability insurance written on a “claims made” basis is not acceptable.

2. Business Auto Coverage, Insurance Services Office form number CA 0001, covering Automobile Liability, code 1 “any auto.” Auto Liability written on a “claims-made” basis is not acceptable.

3. Workers’ Compensation insurance as required by the Labor Code of the State of California and Employer’s Liability insurance.

4. Professional Liability, including limited contractual liability coverage, covering liability arising out of any negligent act, error, mistake or omission in the performance of Contractor’s services under this Cont ract. This c overag e mus t be c ontinuously maintained for a minimu m of t wo (2) year s following completion of this Contract. This coverage may be written on a “claims made” basis, if so, please see special provisions in Section B.

5. Contractor’s Pollution Liability: covering liability arising out of the treatment, handling, storage, transportation, or accidental release of any hazardous material.

B. MINIMUM LIMITS OF INSURANCE

1. City must maintain limits no less than:

a. General Liability: $5,000,000 limit per occurren ce for bodily injury, personal injury, and property damage. If General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit must apply separately to this project/location or the general aggregate limit must be twice the required occurrence limit.

b. Automobile Liability (including umbrella/excess liability): $5,000,000 limit per accident for bodily injury and property damage. This requ irement may be satisfied by a combination of

General Liability with Excess or Umbrella. Umbr ella/Excess policies must feature inception and expiration dates concurrent with the un derlying Automobile Liability policy, “Follow Form” coverage, and a “Drop Down” provision.

c. Workers’ Compensation and Employer’s Liability: Workers’ compensation limits as required by the Labor Code of the State of California and Employer’s Liability limits of $1,000,000 per accident.

d. Professional Liability: $2,000,000 each occurrence/aggregate minimum limit per claim.

e. Contractor’s Pollution Liability: $3,000,000 per occurrence. This requirement may be satisfied by a combination of Pollution Liability with Excess or Umbrella. Umbrella/Excess policies must feature inception and expiration dates concurrent with the underlying Pollution Liability policy, “Follow Form” coverage, and a “Drop Down” provision.

2. Notwithstanding any language in this Lease to the contrary, if City carry insurance limits exceeding the minima stated in Section B(a)(1)-(3) immediately above, such greater limits will apply to this Agreement.

C. SELF-INSURED RETENTION
The certificate of insurance must disclose the actual amount of any deductible or self-insured retention, or lack thereof, for all coverages required herein. Any self-insured retention or deductible in excess of $250,000 must be declared to and approved by VTA. If City are a governmental authority such as a state, municipality or special district, self-insurance is permitted. To apply for approval for a level of retention or deductible in excess of $250, 000, City must provide a current financial report including balance sheets and income statements for the past three years, so that VTA can assess City’s ability to pay claims falling within the self-insured retention or deductible. Upon review of the financial report, if deemed necessary by VTA in its sole discretion, VTA may elect one of the following options:
to accept the existing self-insured retention or deductible; require the insurer to reduce or eliminate the self-insured retention or deductible as respects VTA, its directors, officers, officials, employees and volunteers; or to require City to procure a bond guaranteeing payment of losses and related investigations, claim administration and defense ex penses. Applicable costs resulting therefrom will be borne solely by City. City may request execution of a nondisclosure agreement prior to submission of financial reports.

D. CLAIMS MADE PROVISIONS (NOT APPLICABLE TO GENERAL LIABILITY OR AUTO LIABILITY) Claims-made coverage is never acceptable for General Liability or Auto Liability. Claims-made may be considered for Professional, Environmental/Pollution, or Cyber Liability. If coverage is written on a claims-made basis, the Certificate of Insurance must clearly state so. In addition to all other coverage requirements, such policy must comply with the following:

1. The policy retroactive date must be no later than the date of this Agreement.

2. If any p olicy i s not ren ew e d or th e re troacti ve da te of such p olic y is to be cha nged, City mus t obtain or cause to be obtained the broadest extended reporting period coverage available in the commercial insurance market. This extended reporting provision must cover at least two (2) years.

3. No prior acts exclusion may be added to the policy during the Agreement period.

4. The policy must allow for reporting of circumstance s or incidents that might give rise to future claims.

E. OTHER INSURANCE PROVISIONS
The policies must contain, or be endorsed to contain, the following provisions:

1. General Liability and Automobile Liability
a. VTA, its directors, officers, officials, employees, and volunteers must be named as additional insureds as respects: liability arising out of City’s performance under this Agreement. The coverage must contain no special limitations on the scope of protection afforded to VTA, its directors, officers, officials, employees, or volunteers. Additional Insured endorsements must provide coverage at least as broad as afforded by the combination of ISO CG 20 10 10 01 and CG 20 37 10 01.

b. Any failure to comply with reporting provisio ns of the policies may not affect coverage provided to VTA, its directors, officers, officials, employees, or volunteers.

c. Coverage must state that Lessee’s insurance applies separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

d. The General Liability General Aggregate limit must apply per project, not per policy.

e. The General Liability policy must be endorsed to remove the exclusion for railroad liabilities, with coverage at least as broad as afforded by ISO CG 24 17.

2. All Coverages
a. City must agree to waive all rights of subrogation against VTA, its directors, officers, officials, employees, and volunteers for losses arising under or in connection with any work, authority, or jurisdiction associated with the Agreement.

b. City’s insurance coverage must be primary insurance as respects VTA, its directors, officers, officials, employees, and volunteers. Self-insurance or insurance that may be maintained by VTA, its directors, officers, officials, employees, or volunteers may apply only as excess to City’s insurance. City’s insurance must not seek contribution from VTA’s insurance program.

3. Other Insurance Provisions

a. The Certificate must disclose the actual amount of the Deductible or Self-Insured Retention.

b. If any coverage forms or endorsements required by this Agreement are updated by their publishers, whether they be the insurance carr ier(s), the Insurance Services office, or the American Association of Insurance Services, during the duration of this Agreement, VTA reserves the rights to require City to procure said coverage forms or endorsements using the updated versions upon the next renewal cycle.

F. ACCEPTABILITY OF INSURERS
I n s u r a n c e m u s t b e p l a c e d w i t h i n s u r e r s w i t h a n A . M . B e s t ’ s r a t i n g o f n o l e s s t h a n A V I I ( f i n a n c i a l strength rating of no less than A and financial size category of no less than VII), unless specific prior written approval has been granted by VTA.

G. CERTIFICATES OF INSURANCE
City must furnish VTA with a Certificate of Insurance. The certificates for each insurance policy must b e s i g n e d b y a n a u t h o r i z e d r e p r e s e n t a t i v e o f t h a t i n s u r e r . T h e c e r t i f i c a t e s m u s t b e i s s u e d o n a standard ACORD Form. City must instruct their insurance broker/agent to submit all insurance certificates and required notices electronically in PDF format to [email protected]. All endorsements must be attached to the ACORD certificate in a single PDF document.

The certificates must (1) identify the insurers, the types of insurance, the insurance limits, the deductibles, and the policy term, (2) include copies of all the actual policy endorsements required herein, and (3) in the “Certificate Holder” box include:

Santa Clara Valley Transportation Authority (“VTA”)
331 First North First Street
San Jose, CA 95134-1906

In the Description of Operations/Locations/Vehicles/Special Items Box, the VTA property leased must appear, the list of policies scheduled as underlying on the Umbrella/Excess policy must be listed, Certificate Holder must be named as additional insured, and Waiver of Subrogation must be indicated as endorsed to all policies as stated in the Agreement documents.

It is a condition precedent to granting of this Agreement that all insurance certificates and endorsements be received and approved by VTA before Agreement execution. No occupancy may be taken until insurance is in full compliance. VTA reserves the rights to require complete, certified copies of all required insurance policies, at any time.

If City receive notice that any of the insurance policies required by this Attachment may be cancelled or coverage reduced for any reason whatsoever, City must immediately provide written notice to VTA that such insurance policy required by this Attachment is canceled or coverage is reduced.

H. MAINTENANCE OF INSURANCE
If City fail to maintain insurance as required herein, VTA, at its option, may suspend the Agreement until a new policy of insurance is in effect.

Ed. Rev. 10-1-19
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-77 Agenda Date: 7/8/2025

REPORT TO COUNCIL

SUBJECT
Action to Delegate Authority to the City Manager to Execute Purchase Orders and Negotiate Agreements and/or Amendments with Doble Engineering Company for Test Equipment, PowerBase Software, Relay Testing Software, and Other Services Related to Silicon Valley Power Operations, and to Ratify Amendments and Payments Exceeding City Manager Authority

COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure

BACKGROUND
In 2019, the City Manager executed a Master Service Agreement (Agreement) with Doble Engineering Company (Doble) for test equipment, engineering services, report reviews, laboratory testing, and access to technical resources. While the Agreement was signed in 2019, it was effective retroactively on April 1, 2018, with an initial term through March 31, 2020, and includes up to 10 one- year optional term extensions through March 31, 2030. As of March 2025, the total expenditure under the Agreement is $308,980.

In addition to the purchases made under the Agreement, the City has issued purchase orders (outside of the Agreement) to Doble for PowerBase Software and Relay Testing Software (RTS), which supports management and testing of electric protection systems as well as other associated products and services such as gas cylinder calibration. Since 2020, approximately $146,322 has been spent on these software tools outside of the Agreement.

DISCUSSION
Since April 2018, the City has paid Doble $455,302 under both the Agreement and separate purchase orders issued for test equipment support and services. This amount exceeds the City Manager’s current authorization of $250,000 under Section 2.105.300 of the Santa Clara City Code.

Staff is seeking City Council ratification of expenditures made under the Doble Agreement and related purchase orders that exceeded the City Manager’s authority.

The table below details past expenditures:

Fiscal Year of
Expense
Master
Agreement
Other
Purchases
Total for FY Cumulative Total
FY 2019/20 $103,330.00 $0.00 $103,330.00 $103,330.00
FY 2020/21* $36,500.00 $28,836.08 $65,336.08 $168,666.08 FY 2021/22 $37,110.00 $49,227.24 $86,337.24 $255,003.32 FY 2022/23 $37,890.00 $30,183.83 $68,073.83 $323,077.15 FY 2023/24 $38,660.00 $4,586.99 $43,246.99 $366,324.14
FY 2024/25 $55,490.00 $33,488.03 $88,978.03 $455,302.17 Total $308,980.00 $146,322.17
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25-77 Agenda Date: 7/8/2025
Fiscal Year of
Expense
Master
Agreement
Other
Purchases
Total for FY Cumulative Total
FY 2019/20 $103,330.00 $0.00 $103,330.00 $103,330.00
FY 2020/21* $36,500.00 $28,836.08 $65,336.08 $168,666.08 FY 2021/22 $37,110.00 $49,227.24 $86,337.24 $255,003.32 FY 2022/23 $37,890.00 $30,183.83 $68,073.83 $323,077.15 FY 2023/24 $38,660.00 $4,586.99 $43,246.99 $366,324.14
FY 2024/25 $55,490.00 $33,488.03 $88,978.03 $455,302.17 Total $308,980.00 $146,322.17
As SVP expects to use Doble’s tools and services through the full contract term ending March 31, 2030, staff also is seeking City Council authorization for the City Manager to execute future amendments and/or purchase orders with Doble for test equipment, engineering services, software (including PowerBase and Relay Testing Software), and other related products and services through March 31, 2030. Staff is seeking City Council authorization to increase the maximum compensation by $544,697.83 for a new total maximum compensation of $1,000,000. This amount includes anticipated cost escalation and additional services that may be required such as upgrades, training, or specialized support needed from the vendor. This funding allocation may change depending on future needs. As SVP’s system is growing and staffing is changing, there may be an increased need for this service or for staff training. Additionally, system upgrades may be required as the system matures.

Staff has been reviewing issues related to exceeding expenditure authorities and will be bringing these forward as they are uncovered to address the issue and ensure transparency. For many of these, the issue has been historical interpretations of expenditure authority and limits, but not having a formal way to track expenditures has been a contributing factor. The latter is currently in the process of being addressed with the future launch of a new module in Peoplesoft, the City’s financial management program.

ENVIRONMENTAL REVIEW
The actions being considered do not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) 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 the proposed actions may have a significant effect on the environment.

FISCAL IMPACT
Sufficient funds for the testing equipment provided under the Doble Master Services Agreement are available in the FY 2024/25 Operating Budget, Substation Maintenance, in the Electric Utility Fund.

Sufficient funds for the PowerBase and RTS software are available in the FY 2024/25 Operating Budget, System Support, in the Electric Utility Fund. Funding is also available in the FY 2025/26 and FY 2026/27 Adopted Operating Budget in the Electric Utility Fund for these items. Funding for future years will be incorporated into the regular budget process.

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 City of Santa Clara Printed on 7/3/2025Page 2 of 3
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25-77 Agenda Date: 7/8/2025
Clerk’s Office at (408) 615-2220, email [email protected].

RECOMMENDATION

1. Authorize the City Manager to negotiate and execute agreements, and/or purchase orders with Doble Engineering Company for test equipment, software (including PowerBase and Relay Testing Software), engineering services, and other related products and services with a maximum authorization of $1,000,000 for the period of April 1, 2018, through March 31, 2030, subject to budget appropriations and the review and approval as to form by the City Attorney;

2. Ratify the City Manager’s execution of amendments to the Doble Master Services Agreement and related purchase orders and payments issued to Doble prior to the date of this report in excess of the City Manager’s authority; and

3. Authorize the City Manager to (1) take any actions necessary to implement and administer the purchase orders or agreements and (2) a negotiate and execute amendment(s) to (a) add or delete services associated with the services; (b) adjust future rates based on market conditions, (c) make de minimis changes; and (d) extend the term of the Master Agreement through March 31, 2030, subject to budget appropriations and the review and approval as to form by the City Attorney.

Reviewed by: Nico Procos, Acting Director of Silicon Valley Power Approved by: Jovan D. Grogan, City Manager

ATTACHMENTS

1. Doble Master Services Agreement

2. Doble Amendment No. 1
3, Doble Amendment No. 2

4. Doble Amendment No. 3

5. Doble Amendment No. 4

6. Doble Amendment No. 5
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The City of Santa Clara
1500 Warburton Ave.

Santa Clara, CA 95050
Ref.#: 4767
April 11, 2019

DOBLE MASTER SERVICES AGREEMENT
Doble Engineering Company ("Doble") , a Massachusetts corporation with global headquarters located at 85 Walnut St., Watertown, MA 02472, hereby confirms the Doble Master Services Agreement ("Agreement") with The City of Santa Clara, a California company with principal address at 1500 Warburton Ave. Santa Clara, CA 95050 , ("you" or "your") as follows:

1. Term. The duration of this Agreement ("Agreement Period") shall extend from April 1, 2018 until March 31, 2020 ("the Initial Teim") and shall be extended thereafter for successive periods of one year at Doble 's then applicable rates, up to ten (10) years from Effective Date ("Extended Terms") unless either party shall notify the other in writing at least sixty days prior to the end of the then current term of its intention to terminate this Agreement.

2. Contract Price. During the agreement period, Doble will furnish you for your use, EXW Doble facility, Test Equipment (as defined below) with pricing ("Contract Price") per Exhibit A attached hereto for reference. Doble reserves the right to furnish the Test Equipment to you from one or more Doble facilities, dependent upon the Test Equipment identified in Exhibit A.

3. General Service. In connection with your use of the described equipment, software, and/or services, together with any additional or substitute equipment, software, and/or services furnished you by Doble under this Agreement or any amendment thereof ("Test Equipment") as per Exhibit A, and in consideration for your agreement to pay the Contract Price, Doble, at your request, agrees to provide the following services and instructions (hereinafter called "General Service") during the Agreement Period:

A. Access to Doble Library and Knowledge Base of Conference Proceedings , tutorials, reference guides, maintenance and test procedures, manufacturer service advisories, testdata reference book, and committee transactions .

B. Right to attend and participate in the twice-yearly meetings of the nine Doble Client Technical Committees .

C. Right to participate in the Annual International Conference of Doble Clients, and access of the proceedings thereof.

D. The services of an engineer, as mutually agreed and during normal business hours, to consult with and instruct you on insulation power-factor testing for a continuous period not exceeding five (5) eight-hour days plus travel time once each contract year. In addition , Doble will provide a total of two (2) training days per year specifically for the support of any Myrkos portable DGE test set(s) that may be included as Test Equipment under this Agreement.

E. Oral reviews and reasonable written reviews of and repotis on your test data; the privilege of general consultation on your insulation problems; and application and data analysis support for any applicable Test Equipment.

F. Laboratory testing service on insulating fluid samples up to $500 annually.

G. Right to participate in the Doble Maintenance Engineer E-Mail Discussion Forum, access via Internet to the Doble On­ Line Center for technical support, FAQs on apparatus testing and Doble publications , access to Doble electronic test data base via Doble Engineer.

4. Services, Generally. The above listed Test Equipment and General Service, together with any additional or substitute Test Equipment and/or General Service furnished you by Doble under this Agreement or any amendment thereof, shall hereinafter be called the "Services" . Any equipment included as part of the provision of Services shall still be referred to as Test Equipment alone when the intent is to speak of such apart from its existence under the Services generally .

5. Substitution and Provision of Additional Test Equipment. Doble agrees to furnish you at your request with such substitute or additional Services as may be available at Doble's then applicable rates. Any additional or substitute Test Equipment furnished you by Doble shall be held by you subject to all of the terms, provisions and conditions of this Agreement except as may be 1 of 5
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expressly agreed in writing between you and Doble at or prior to the time of delivery thereof. This Agreement and its terms are based upon you retaining the Test Equipment for the Initial Term, and the Test Equipment shall not be returned during the term of this Agreement , except as expressly defined under Section 7, Warranty. Doble reserves the right, but not the obligation, to request from You that the Test Equipment be exchanged for replacement Test Equipment of equivalent functionality , at Doble's sole discretion.

6. Defense of Claims. Subject to your compliance with the provisions of §24 hereof , Doble will defend you in any legal proceeding or against any claim brought or threatened against you for alleged infringement of patent rights occasioned by your use of the Services provided under this Agreement and will indemnify and save you harmless from and against all such claims or judgments resulting therefrom and/or settlement of such claims if Doble has assented to such settlement;

7. Warranty. Doble will repair, adjust or replace, as the circumstances may warrant and subject to your payment obligations in Section 8 below, any impaired Test Equipment returned by you to Doble at Watertown,Massachusetts:

A. without charge for transportation, including handling costs (if any) or for Doble's actual cost of repair , adjustment or replacement if occasioned by inherent defect;
B. on payment by you of charges for transportation , including handling costs (if any), and without charge to you for Doble's actual cost of repair , adjustment or replacement, if occasioned by reasonable wear and tear; and C. on payment by you of charges for transportation, including handling costs (if any) and for Doble's actual cost of repair , adjustment or replacement, if occasioned by any cause other than inherent defect or reasonable wear and tear.

D. non-gaseous consumables (one year - 300 test supply) will be supplied to you at no additional charge (solely with applicable Test Equipment) .

8. Payments. You agree to pay Doble promptly and as the same shall becomedue :

A. the Contract Price specified in the Exhibit A;
B. additional charges at Doble's then current monthly rates with respect to any Services retained by you after the expiration of the Agreement Period ;
C. the actual living and traveling expenses incurred by Doble engineers sent to you in accord with your §3(d)request ; D. the actual cost of repair, adjustment , or replacement of any Test Equipment retained by you as part of the Services as provided in §7, such as any damage generated from your excessive wear and tear, misuse or abuse of, the Test Equipment , including but not limited to direct liquid oil injection into the applicable Test Equipm ent. In the event that Doble must replace any Test Equipment because You are unable to return the Test Equipment for any reason (including but not limited to units that are lost, stolen, or damaged beyond reasonable repair), You shall promptly pay to Doble the replacement fee for the applicable Test Equipment including any applicable re-stocking fees and/or charges , which shall be the list price for the applicable Test Equipment at the time ofreplacem ent;
E. the cost of transportation of any Test Equipment except as provided in paragraph §7; F. any additional equipment provided, or charges which may become payable by reason of furnishing of additional or substitute Services at your request , or the application of any other provision of this Agreement.

G. any additional monthly late charge for any invoice remaining unpaid beyond the period set forth in Section 7(e) of this Agreement. This late fee shall be calculated each month at 1.5 percent of the total amount due on the invoice, inclusive of any pre-existing fees and late charges as of the date of the calculation.

9. Taxes. You hereby assume, unless current evidence of tax exempt status is provided to Doble, liability for and payment of all taxes, duties and assessments which shall be levied against or in respect of this Agreement , its renewals, the Services, or any interest therein upon whomsoever the same may be assessed or levied.

10. Invoices. You shall render invoices for payment of the Contract Price in advance and invoices with respect to all other charges under this Agreement shall be rendered by you as they accrue ; and payment ofall invoices shall be due thirty (30) days from the invoice date.

11. Calibration. You shall return any Test Equipment to Doble for calibration and testing when requested by Doble; 2 of5
Doble Master Services Agreement - 2016 , v. I www .doble. com

12. Impaired Equipment. You shall return impaired Test Equipment to Doble as soon as such impairment isdiscovered ;

13. Return of Equipment upon Termination. To the extent possible , you shall return all Test Equipment and Doble instruction books to Doble at the expiration of the Agreement Period or upon the earlier termination of your rights hereunder in the same condition as they were in when delivered to you, reasonable wear and tear excepted .

14. Authorized Use Only. You shall use the Services only in accordance with the written or printed instructions furnished by Doble and, except as Doble may expressly authorize in writing , to permit its use only by your employee s and authorized agents and only upon your property. The words "only upon your property" shall be deemed to include power systems on which you have been retained to do testing and/or maintenance. This shall be a non-exclusive right and shall not be construed as a prohibition against direct dealings and transactions between Doble and any of these systems.

15. Indemnification. To the fullest extent permitted by applicable law, you shall indemnify and save Doble harmless from and against any and all claims for personal injury, death or property damage (including reasonable Attorney and court fees) resulting from or incidental to the operation of any Test Equipment while it is in your possession or control, except to the extent (if any) that such injury or damage shall be due to Doble's sole negligence.

16. Holdover and Short-Term Rentals. You shall comply with all of the terms, provisions and conditions of this Agreement with respect to any short-term rentals of equipment , or any Test Equipment retained by you after the expiration of the Agreement Period. Rental options are available, to be billed on a monthly basis. In the event of any such holdover after termination , you shall have a sixty (60) day period to cure by either promptly returning the applicable equipment, or formally renewing the applicable Agreement. After the expiration of such cure period, you shall be charged two (2) times the applicable Agreement price until the equipment is confirmed returned to Doble or a new Agreement has been executed.

17. EULA Applicability. You shall comply with the terms of any applicable end-user license agreement ("EULA") that may be provided to you by Doble at the time of the Doble proprietary software being furnished to you.

18. Supplemental Consulting. You shall comply with the provisions of the Supplemental Terms and Conditions for Testing and Consulting Services for any additional field testing or consulting services that you may request to be perfonned by Doble on your behalf.

19. Confidentiality. Doble acknowledges that Santa Clara is a public agency subject to the California Public Records Act Cal. Gov. Code section 6250 et. seq. Santa Clara acknowledges that Doble may submit inf01mation pursuant the Uniform Trade Secrets Act (Cal. Civ. Code section 3426 et. seq.), or otherwise protected from disclosure pursuant to an exemption to the California Public Records Act (Government Code sections 6254 and 6255). Doble acknowledges that Santa Clara may submit to Doble information that Santa Clara considers confidential or proprietary or protected from disclosure pursuant to exemptions to the California Public Records Act (Government Code sections 6254 and 6255). Upon request or demand of any third person or entity not a party to this Agreement ("Requestor") for production, inspection and/or copying of information designated by a Disclosing Party as Confidential Information, the Receiving Party as soon as practical but within three (3) days of receipt of the request, shall notify the Disclosing Party that such request has been made , by telephone call, letter send via facsimile and/or by US Mail to the address and facsimile number listed at the end of the Agreement. The Disclosing Party shall be solely responsible for taking whatever legal steps are necessary to protect information deemed by it to be Confidential Information and to prevent release of information to the Requester by the Receiving Party. If the Disclosing Party takes no such action, after receiving the foregoing notice from the Rece iving Party, the Receiving Party shall be permitted to comply with the Requestor's demand and is not required to defend against it.

20. Bankruptcy or Insolvency. This Agreement shall be automatically terminated in the event of 1) you commence a voluntary case under title 11 of the United States Code or the corresponding provisions of any successor laws; 2) anyone commences an involuntary case against you under title 11 of the United States Code or the corresponding provisions of any successor laws and either (A) the case is not dismissed by midnight at the end of the 60th day after commencement or (B) the court before which the case is pending issues an order for relief or similar order approving the case; 3) a court of competent jurisdiction appoints , or you make an assignment of all or substantially all of your assets to, a custodian (as that term is defined in title 11 of the United States Code or the corresponding provisions of any successor laws) for you or all or substantially all of your assets; or 4) you fail generally to pay your debts as they become due (unless those debts are subject to a good-faith dispute as to liability or amount) or you acknowledges in writing that you are unable to do so .. 3 of 5
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21. Expressly Unauthorized Use of Doble Equipment. Without limiting any other terms of this agreement, you agree to refrain from:

A. breaking any seal on, or repairing or permitting repairs on any Test Equipment except at the request or with the consent of Doble;
B. manufacturing or causing or permitting to be manufactured copies of any Services; or C. in any way impairing, reverse engineering , or otherwise manipulating or handling any Test Equipment in a manner inconsistent with the advice or consent of an authorized client service engineer or otherwise violating any ofDoble's patents , copyrights, trade secrets, or other intellectual property rights.

22. Assignment. Doble and you further agree that neither this Agreement nor any right created hereby shall be assigned or assignable by your voluntary act or byoperation of law, and no Test Equipment or written material including instructions shall betransferred, delivered, sublet or the use thereof authorized by you to any other person, firm or corporation without Doble's prior consent in writing.

23. Title and Risk of Loss. Any Test Equipment and Doble instruction books shall at all times remain and be the sole and exclusive property of Doble, and you shall have no property right therein, but only the right to use the same during the Agreement Period. Any Test Equipment shall until redelivery to Doble at Watertown, Massachusetts, be held at your sole risk of loss from injury, loss or destruction from any cause whatsoever except as specified in§ 7.

24. Notification of Claims. You shall promptly notify Doble of any legal proceedings or claims brought or threatened against you for alleged infringement of patent rights occasioned by your use of any Services or methods furnished hereunder, allow Doble to undertake the defense thereof and furnish Doble with all information in your possession relating thereto.

25. Breach. In the event of any breach of any of the terms, provisions or conditions of this Agreement , not remedied within 30 days, then Doble by notice in writing to you may immediately terminate your rights hereunder, and in such event you hereby itTevocably authorize and license Doble and its agents to enter upon any premises where Test Equipment and/or Doble Instruction Books furnished you under this Agreement, if any, are located and to take possession of and remove the same.

26. Liability upon Termination. The termination of this Agreement or your rights hereunder as provided anywhere in this Agreement shall not release you from your obligation to make any payment provided for in this Agreement and shall be without prejudice to any other rights or remedies which Doble may have for breach of this Agreement. In no event shall either party's liability or obligations to indemnify another party under this Agreement exceed the amount listed in Section 2(a) herein . Further, in no event shall either party be liable to the other party for incidental, indirect , special , or consequential damages, or lost profits .

27. Governing Law. This Agreement and any dispute arising out of or related to this Agreement or your use of the Services shall be governed by the laws of the Commonwealth of Massachusetts, United States of America, without regard to any otherwise applicable choice-of-law provision, and the rights and obligations of the parties and their respective successors and assigns shall be governed by and determined in accordance with the laws of said Commonwealth . You further agree that the state or federal courts located in Boston, Massachusett s, United States of America, shall have exclusive jurisdiction and venue over any action arising out of or relating to the terms or subject matter of this Agreement and you hereby waive any claim of lack of personal jurisdiction, improper venue, or inconvenient f01um that otherwise might apply.

28. Counterparts. This Agreement may be executed in several counterparts, including by facsimile or other electronic transmission, and each of which shall for all purposes be deemed to be an original.

29. Notices and Demands. Any notice or demand which by the provisions of this Agreement is required or may be given or served upon one of the parties hereto by the other shall be deemed to have been sufficiently given or served for all purposes by being sent as regular mail, postage prepaid, to the addressee at the address appearing on page 1 of this Agreement unless some other address shall be substituted therefor by a notice in writing containing a reference to this Agreement and a statement of the purpose of such notice.

30. Entire Agreement. This Agreement constitutes the entire agreement between the parties with respect to its subject 4 of 5
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matter and this Agreement supersedes all prior or contemporaneous agreements, representations , or understandings, written or oral, explicit or implied, concerning the subject matter of this Agreement. This Agreement may not be modified or amended except in a writing signed by a duly authorized representative of each party; no other act, document, usage or custom will be deemed to amend or modify this Agreement. It is expressly agreed that the terms of this Agreement will supersede the terms of any of your purchase orders or other ordering documents .

If the foregoing is in accordance with your understanding, please sign the form of confirmation and acceptance on one of the enclosed counterparts hereof and return it to Doble. Upon Doble's receipt of one counterpart at Watertown, Massachusetts, this Agreement will become and evidence a binding contract.

DOBLE ENGINEERING COMPANY THE CITY OF SANTA CLARA
By: +jAG< f(~
Name: Maria Mcsherry
Title: Contracts Supervisor Title: City Manager
APPROVED AS TO FORM:

SANTA CLARA CITY A TTORNEY•s OPFICB
~
□
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EXHIBIT A

TEST EQUIPMENT AND CONTRACT PRICE

EQUIPMENT
Qty. Description Price
1 M4100 Insulation Analyzer $23,950.00
1 Doble Test Assistant, for M4100 $2,390.00
1 M4300 Transport $290.00
1 MS400SFRA $7,240.00
TOTAL $33,870.00
Contract Price payable: annually in advance, net 30 days, pricing in USD EXW Watertown, MA, USA (Incoterms 2010)
Taxes are not included

METHOD OF PAYMENT
D Purchase Order ______ {please attach copy) D No Purchase order required 0 Check#
(REMIT TO: DOBLE ENGINEERING COMPANY, P.O. BOX 843730, KANSAS CITY, MO 64184-3730) Wire Transfer
(USA WIRE TO: COMMERCE BANK; ABA# 101000019; SWIFT: CBKCUS44; ACCT# 208016616) ACH'S: COMMERCE BANK; ABA# 101000019; ACCT# 208016616
Billing instructions: ______________________ _
Doble Master Services Agreement - 2016 , v. I www.doble.com 6 of 5
February 27, 2020
Toe City of Santa Clara
1500 Warburton Ave.

Santa Clara, CA 95050
Dear Sir or Madam:

Doble Engineering Company

TOGETHER WE POWER THE WORLD
RE: Doble Service & Equipment Agreement
April 11, 2019-Amendment Number 1
Contract No. 4767
The current period of the agreement under which we are providing Engineering Service including the use of Doble test equipment will expire March 31, 2020. We shall be pleased to extend our Agreement for another One year(s) but with an adjustment in our annual rates as follows:

M4100 Insulation Analyzer
M5400 SFRA
Doble Test Assistant, for M4100
M4300 Transport
$25,160.00
$7,610.00
$2,510.00
$310.00
We trust that you have continued to benefit from the use of our test equipment and services, and that it is your intention to extend our Agreement. Accordingly, we submit the following proposal for extension:
i. The language in Section 3F stating "Laboratory testing service on insulating fluid samples up to $500 annually" shall be deleted entirely and replaced with the following: "Receipt of Doble Annual Survey Report consisting of the test results of new commercially available mineral oils from the global market. The oils are tested in accordance with the Doble Transformer Oil Purchase Specification."
ii. Amend Paragraph 2(a) of our Agreement to include the following Test Equipment and Contract Price:
1 M4100 Insulation Analyzer@ $25,160.00
1 M5400 SFRA@$7,610.00
Doble Test Assistant, for M4100@$2,510.00
M4300 Transport@ $310.00
Annual Contract Price
Payable: Annually in Advance
All rates are FOB Watertown, MA
All other provisions and conditions of the Agreement remain unchanged. $25,160.00
$7,610.00
$2,510.00
$310.00
$35,590.00
We hope that you will find our proposal acceptable. If so, please sign the form of confirmation and acceptance below, and return one executed copy to us. For faster processing please fax your Purchase Order and the signed Amendment back to us at 617 926-0528 (Attention: Contracts Department) and send originals by mail. The second original may be retained for your files.
1 Doble Engineering Company, 123 Felton Street, Marlborough, MA 01752 USA Tel. +1 617 393-3171 Fax. +1617926-0528 www.doble.com Contract No. 4767
A purchase order should be issued for record and billing purposes; the 'Bill to' address should be clearly noted on the order. To avoid any conflict between the printed conditions of your purchase order form and our Agreement, we request that the following wording be included in your order; This order is issued for billing and record purposes only, and is not intended to affect the terms, provisions and conditions of the Doble Service and Equipment Agreement dated April 11, 2019 as extended and amended.

Please indicate on your purchase order whether your organization is taxable or non-taxable. If you are non-taxable, please furnish us your tax-exempt certificate.

We will appreciate your kind consideration of this revision, and we look forward to being of continued service to your organization.

In duplicate; Confirmed and Accepted:

Santa Clara, City of
sy jj~
(Signature)
ef Deanna J. Santana
(Print or Type Name)
City Manager
(Title) .
q/~(ww
(Date)
Sincerely yours,
Doble Engineering Company
Maria McSherry
Contracts Department
A Purchase Order is_/ is not_ required for billing.

Please attach applicable documentation.

Purchase Order/Contract
No.

Billing
Instructions:

APPROVED AS TO FORM:

SANTA CLARA CITY ATTORNEY'S OFFICE
2 /' /'VU ;4/'-
2 Doble Engineering Company, 123 Felton Street, Marlborough, MA 01752 USA Tel. +1 617 393-3171 Fax. +1 617 926-0528 www.doble.com Doble Service and Equipment Agreement Contract No. 4767 Amendment #2
Quote No. Q-26972
Prepared for: Silicon Valley Power - City of Santa Clara Diana Shiles
Silicon Valley Power - City of Santa Clara
1500 Warburton Ave.

Santa Clara, CA
USA
Tel: (408) 261-5292 I Email: [email protected]
Prepared by
Lisa Lyons I Contract Specialist
Doble Engineering Company I Tel: (617) 393-3171 I Email: llyons@doble .com March 5, 2021
DOBLE ENGINEERING COMPANY ~. ~.. a 0
◄ =·= ~~ ~:l
Dear Diana,
Thank you for your continued business with Doble Engineering Company .

Doble is pleased to extend the Doble Services Agreement with The City of Santa Clara for another year.

Overview
Doble Engineering Company was founded on the principles of providing knowledge , technical services, and collaborative forums for the power industry. Doble's Client Community grows and strengthens thanks to the sharing of knowledge and the unparalleled service and solutions that our clients rely on to maximize the efficiency and reliability of their power systems.

Your Client Services Agreement with Doble give you access to our experienced technical specialists who serve as an extension of your own engineering department. Through expert advice, unsurpassed Client Conferences, and wide-ranging products and services, Doble can provide a unique package of benefits to help you augment your apparatus reliability programs . Some of the benefits include:
• Doble diagnostic test equipment , accessories and operating software * • Perpetual Equipment Warranty including 24-hour advance replacements of test equipment and test cables*
• Option to upgrade equipment to latest product enhancements and next generat ion technology * • Expert assistance when you need it through unlimited 24/7 engineering support from Doble Principal Engineers.
• Invitation to annual Internat ional Conference of Doble Clients • Participation in Doble Client Committees
• Customizable train ing
• Doble Client Regional Seminars
• Monthly Doble Webinars
• Access to DTAWeb
• Access to the Client Portal
• Annual Doble Transformer Oil Survey
* Benefit available as part of Client Service Agreement with Equipment Lease only . Not available for p urchased equip ment.

Doble Engineering Company prides itself on the knowledge we offer the power industry , including forums such as client conferences and seminars, technical papers, statistically relevant data, analytical support and the expertise of our engineers and chemists . A Doble Client Services Agreement gives you access to this unparalleled knowledge and experience.

Doble Engineering Company
www.doble.com
Worldwide Headquarters
123 Felton St. Marlborough, MA 01 752 USA
tel + 1 617 926 4900
fax+ 1 617 926 0528
2 Annual Contract Pricing
The current period of the agreement under which we are providing Engineering Service including the use of Doble test equipment will expire 3-31-21. We shall be pleased to extend our Agreement for another term starting 04-01-21, ending 03-31-22.

Part Number Description
C-DTA Contract DOBLE TEST ASSISTANT, FOR M4100
C-M 4000 Cont ract M4100 INSULATION ANALYZER
C-M5400 Cont ract M5400 SFRA
M 4300 Contract : M43 00 Fi eld Transporte r
Notes
All prices are in USD
Quote Validity: 4/30/202112:00:00 AM
Billing Terms: N30,
Shipping Terms: EXW, Marlborough , MA, 01752
Qty Price
1 $2,580.00
1 $25,790.00
1 $7,810.00
1 $320.00
Grand Total $36,500.00
Please sign the form of confirmation and acceptance below and return one executed copy to us by email to [email protected]. Upon full execution, this Agreement will become a binding contract.

A purchase order should be issued for record and bill ing purposes unless you have checked the box below that no purchase order is needed to invoice; the 'Bill to' address should be clearly noted on the orde r.

Doble Engineering Company
www.doble.com
Worldwide Headquarters
123 Felton St. Marlborough, MA 01752 USA
tel + 1 61 7 926 4900
fax+ 1 617 926 0528
3 D Purchase Order Required
Purchase Order No.

Billing Instructions (if applicable):
~ Purchase Order Not Required
\ ( Deanna J. Santana
(Print or Type Name)
City Manager
(Title)
(Date)
, lite h-011
Doble Engineering Company
www.doble.com
APPROVED AS TO FORM:

SANTA CLARA ClTY ATTORNEY'S OFFlCE
Digitally signed by Calo Arellano
Date: 2021.03.26 11:40:31
-07'00 '
for Brian Doyle, City Attorney
Worldwide Headquarters
123 Felton St. Marlborough , MA 01752 USA
tel + 1 617 926 4900
fax+ 1 617 926 0528
4 Doble Service and Equipment Agreement Contract No. 4767 Amendment #3
Quote No. Q-42149
Prepared for: Silicon Valley Power - City of Santa Clara Diana Shiles
Silicon Valley Power - City of Santa Clara
1500 Warburton Ave, CA, Santa Clara, USA
Tel: (408) 261-5292 I Email: [email protected]
Prepared by
Lisa Lyons I Contract Specialist
Doble Engineering Company I Tel: (617) 393-3171 I Email: [email protected] January 3, 2022
DOBLE ENGll<EERING COMPANY t: ~
◄► dt ◄ ~
Dear Diana,
Thank you for your continued business with Doble Engineering Company.

Doble is pleased to extend the Doble Services Agreement with Silicon Valley Power- City of Santa Clara for another year.

Overview
Doble Engineering Company was founded on the principles of providing knowledge, technical services, and collaborative forums for the power industry. Doble's Client Community grows and strengthens thanks to the sharing of knowledge and the unparalleled service and solutions that our clients rely on to maximize the efficiency and reliability of their power systems.

Your Client Services Agreement with Doble give you access to our experienced technical specialists who serve as an extension of your own engineering department. Through expert advice, unsurpassed Client Conferences, and wide-ranging products and services, Doble can provide a unique package of benefits to help you augment your apparatus reliability programs. Some of the benefits include:
• Doble diagnostic test equipment, accessories and operating software* • Perpetual Equipment Warranty including 24-hour advance replacements of test equipment and test cables*
• Option to upgrade equipment to latest product enhancements and next generation technology* • Expert assistance when you need it through unlimited 24/7 engineering support from Doble Principal Engineers.
• Invitation to annual International Conference of Doble Clients • Participation in Doble Client Committees
• Customizable training
• Doble Client Regional Seminars
• Monthly Doble Webinars
• Access to DTAWeb
• Access to the Client Portal
• Annual Doble Transformer Oil Survey
* Benefit available as part of Client Service Agreement with Equipment Lease only. Not available for purchased equipment.

Doble Engineering Company prides itself on the knowledge we offer the power industry, including forums such as client conferences and seminars, technical papers, statistically relevant data, analytical support and the expertise of our engineers and chemists. A Doble Client Services Agreement gives you access to this unparalleled knowledge and experience.

Doble Engineering Company
www.doble.com
Worldwide Headquarters
123 Felton St. Marlborough , MA 01752 USA
tel + 1 617 926 4900
fax+ 1 617 926 0528
2 Annual Contract Pricing
The current period of the agreement under which we are providing Engineering Service including the use of Doble test equipment will expire 03-31-22. We shall be pleased to extend our Agreement for another term starting 04-01-22, ending 03-31-23.

Part Number Description Qty Price
C-M4000 M4100 INSULATION ANALYZER 1 $28,900.00
C-M5400 M5400 SFRA 1 $7,810.00
M4300 M4300 Field Trans porter 1 $400.00
Grand Total $37,110.00
Notes
Effective October 1, 2021, Doble Engineering is now including the cost of the OTA in the unit price of the M4100. Starting with this renewal or amendment, you will no longer see a separate line item on your contract for OTA. For contracts with OTA supporting purchased equipment, a OTA part number will appear on the contract.

All prices are in USD
Quote Validity: 2/20/2022 12:00:00 AM
Billing Terms: N30, AIA (Annually in Advance)
Shipping Terms: EXW, Marlborough, MA, 01752
Please sign the form of confirmation and acceptance below and return one executed copy to us by email to [email protected]. Upon full execution, this Agreement will become a binding contract.

A purchase order should be issued for record and billing purposes unless you have checked the box below that no purchase order is needed to invoice; the 'Bill to' address should be clearly noted on the order.

Doble Engineering Company
www.doble.com
Worldwide Headquarters
123 Felton St. Marlborough, MA 01752 USA
tel + 1 617 926 4900
fax + 1 617 926 0528
3 □ Purchase Order Required
Purchase Order No.

Billing Instructions (if applicable):
[XI Purchase Order Not Required
, } n } Deanna J, Santana
lj V (Print or Type Name)
City Manager
(Title)
Approved as to Form
Santa Clara City Attorney's Office
• Digitally signed by Luis M. Haro
Lurs M Haro Date:2022.02. 141 1:48:46
• -08'00'
Doble Eng ineering Company
www.doble .com
Worldwide Headquarters
123 Felton St. Marlborough, MA 01752 USA
tel + 1 617 926 4900
fax + 1 617 926 0528
4 ~' ~-
- .·
Doble Service and Equipment Agreement Contract No.4767
Amendment No. 4
Quote No. Q-56446
Prepared for: Silicon Valley Power - City of Santa Clara Diana Shiles
Silicon Valley Power - City of Santa Clara
1500 Warburton Ave, CA, Santa Clara, USA
Tel: {408) 261-5292 I Email: [email protected]
Prepared by
Susan Baraldi I
Doble Engineering Company I Tel: 508-556-9063 I Email: [email protected] January 3, 2023
DOBLE ENG IN EERIN G COMPANY ~. ~.. a 0
◄ ~-~~~~:I
Dear Diana,
Thank you for your continued business with Doble Engineering Company.

Doble is pleased to extend the Doble Services Agreement dated 04-11-2019 with Silicon Valley Power - City of Santa Clara for another year.

Overview
Doble Engineering Company was founded on the principles of providing knowledge, technical services, and collaborative forums for the power industry. Doble's Client Community grows and strengthens thanks to the sharing of knowledge and the unparalleled service and solutions that our clients rely on to maximize the efficiency and reliability of their power systems.

Your Client Services Agreement with Doble give you access to our experienced technical specialists who serve as an extension of your own engineering department. Through expert advice, unsurpassed Client Conferences, and wide-ranging products and services, Doble can provide a unique package of benefits to help you augment your apparatus reliability programs. Some of the benefits include:
• Doble diagnostic test equipment, accessories, and operating software* • Perpetual Equipment Warranty including 24-hour advance replacements of test equipment and test cables*
• Option to upgrade equipment to latest product enhancements and next generation technology* • Expert assistance when you need it through unlimited 24/7 engineering support from Doble Principal Engineers.
• Invitation to annual International Conference of Doble Clients • Participation in Doble Client Committees
• Customizable training
• Doble Client Regional Seminars
• Monthly Doble Webinars
• Access to DTAWeb
• Access to the Client Portal
• Annual Doble Transformer Oil Survey
* Benefit available as part of Client Service Agreement with Equipment Lease only. Not available for purchased equipment.

Doble Engineering Company prides itself on the knowledge we offer the power industry, including forums such as client conferences and seminars, technical papers, statistically relevant data, analytical support and the expertise of our engineers and chemists. A Doble Client Services Agreement gives you access to this unparalleled knowledge and experience.

Doble Engineering Company
www .doble.com
Worldwide Headquatters
123 Felton St. Marlborough, MA 01752 USA
tel + 1 617 926 4900
fax + 1 617 926 0528
2 Annual Contract Pricing
The current period of the agreement under which we are providing Engineering Service including the use of Doble test equipment will expire 03-31-23. We shall be pleased to extend our Agreement for another term starting 04-01-23, ending 03-31-24.

Part Number Description
M4300 Contract: M4300 Field Transporter
M4100 Contract: M4100 Automated Insulation Analyzer
M5400 Contract: M5400 Sweep Frequency Response Analyzer Notes
All prices are in USO
Quote Validity: 2/25/2023 12:00:00 AM
Billing Terms: N30, AIA (Annually in Advance)
Shipping Terms: EXW, Marlborough, MA, 01752
Qty Price
1 $450.00
1 $29,630 .00
1 $7,810.00
Grand Total $37,890.00
Please sign the form of confirmation and acceptance below and return one executed copy to us by email to [email protected]. Upon full execution, this Agreement will become a binding contract.

A purchase order should be issued for record and billing purposes unless you have checked the box below that no purchase order is needed to invoice; the 'Bill to' address should be clearly noted on the order.

Doble Engineering Company
www.doble.com
Worldwide Headquarlers
123 Felton St. Marlborough , MA 01752 USA
tel + 1 617 926 4900
fax + 1 617 926 0528
3 □ Purchase Order Required
Purchase Order No.

Billing Instructions (if applicable):

D Purchase Order Not Required
(S' ature)
C f}vi..J_ Rajeev Batra
Dv\ (Print or Type Name)
City Manager
(Title)
(Date)' ' ~
Doble Engineering Company
www .doble.com
Worldwide Headquarters
Daniel Ballin {Jan 201 202315:13 PSD
Office of the City Attorney
City of Santa Clara
123 Felton St. Marlborough, MA 01752 USA
tel + 1 617 926 4900
fax + 1 617 926 0528
4 Doble Service and Equipment Agreement Contract No. 4767 Amendment No. 5
Quote No. Q-67717
Prepared for: Silicon Valley Power - City of Santa Clara Diana Shiles
Silicon Valley Power - City of Santa Clara
1500 Warburton Ave, Santa Clara, CA USA
Tel: {408) 261-5292 I Email: dshiles@santaclaraca .gov
Prepared by
Christine Hackett I Client Support Specialist
Doble Engineering Company I Tel: {508) 250-0091 I Email: [email protected] December 29, 2023
DOBLI:. ENGlt\lEERING COMPANY
Dear Diana,
Thank you for your continued business with Doble Engineering Company.

Overview
Doble Engineering Company was founded on the principles of providing knowledge, technical services, and collaborative forums for the power industry. Doble's Client Community grows and strengthens thanks to the sharing of knowledge and the unparalleled service and solutions that our clients rely on to maximize the efficiency and reliability of their power systems.

Your Client Services Agreement with Doble give you access to our experienced technical specialists who serve as an extension of your own engineering department . Through expert advice, unsurpassed Client Conferences, and wide-ranging products and services, Doble can provide a unique package of benefits to help you augment your apparatus reliability programs. Some of the benefits include:
• Doble diagnostic test equipment, accessories and operating software* • Perpetual Equipment Warranty including 24-hour advance replacements of test equipment and test cables*
• Option to upgrade equipment to latest product enhancements and next generation technology* • Expert assistance when you need it through unlimited 24/7 engineering support from Doble Principal Engineers.
• Invitation to annual International Conference of Doble Clients • Participation in Doble Client Committees
• Customizable training
• Doble Client Regional Seminars
• Monthly Doble Webinars
• Access to DTAWeb
• Access to the Client Portal
• Annual Doble Transformer Oil Survey
* Benefit available as part of Client Service Agreement with Equipment Lease only. Not available for purchased equipment.

Doble Engineering Company prides itself on the knowledge we offer the power industry, including forums such as client conferences and seminars, technical papers, statistically relevant data, analytical support and the expertise of our engineers and chemists. A Doble Client Services Agreement gives you access to this unparalleled knowledge and experience.

Doble Engineering Company
www.doble.com
Worldwide Headquarters
123 Felton St. Marlborough, MA 01752 USA
tel + 1 617 926 4900
fax + 1 617 926 0528
2 Annual Contract Pricing
The current period of the agreement, dated 4-11-2019, between Silicon Valley Power - City of Santa Clara and Doble Engineering, under which we are providing Engineering Service including the use of Doble test equipment will expire 3-31-24. We shall be pleased to extend our Agreement for another term starting 04-01 -24, ending 03-31 -25.

Part Number Description
M4300 M4300 Field Transporter
M4100 M4100 Automated Insulation Analyzer (Annual Price) M5400 M5400 Sweep Frequency Response Analyzer
Notes
All prices are in USO
Quote Validity: 3/20/2024 12:00:00 AM
Billing Terms: N30, AIA (Annually in Advance)
Shipping Terms: EXW, Marlborough, MA, 01752
Qty Price
1 $480.00
1 $30,370.00
1 $7,810.00
Grand Total $38,660.00
Please sign the form of confirmation and acceptance below and return one executed copy to us by email to [email protected]. Upon full execution, this Agreement will become a binding contract .

A purchase order should be issued for record and billing purposes unless you have checked the box below that no purchase order is needed to invoice; the 'Bill to' address should be clearly noted on the order.

Doble Engineering Company
www.doble.com
Worldwide Headquarters
123 Felton St. Marlborough , MA 01752 USA
tel + 1617926 4900
fax+ 16179260528
3 D Purchase Order Required
Purchase Order No.

Billing Instructions (if applicable):

D Purchase Order Not Required
~
(Print or Type Name)
.!2 {ore, if=-'
l: i rt C. .. .. s.,..,.-----
(Title) I ( 0
(Date) '
Approved as to Form :

JJaM let satt/11
Daniel Ballin (Mar 12, 2024 14:47 PDT)
GLEN R. GOOGINS
City Attorney
City of Santa Clara, California
Doble Engineering Company
www.doble .com
Worldwide Headquarters
123 Felton St. Marlborough , MA 01752 USA
tel + 1 617 926 4900
fax + 1 617 926 0528
4 City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-82 Agenda Date: 7/8/2025

REPORT TO COUNCIL

SUBJECT
Action on Delegation of Authority to the City Manager to Negotiate and Execute Agreement(s) and Amendment(s) with Art Alger, Inc. DBA Peninsula Crane and Rigging for As-Needed Crane Services for Silicon Valley Power and the Water and Sewer Utilities Department

COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure

BACKGROUND
The City of Santa Clara (City) uses operated crane and rigging services for the safe handling of heavy equipment and materials such as transformers, turbines, generators, pumps, and motors.

These services are needed on an as-needed basis to support preventative maintenance, capital improvement projects, emergency response, and utility operations.

In August 2024, staff issued a Request for Proposals (RFP) for as-needed crane services to support the operational needs of Silicon Valley Power (SVP), the Water and Sewer Utilities Department, and the Public Works Department. While the RFP was issued as a single solicitation, two separate agreements will result from this process, one will be managed and used by SVP (SVP Agreement) and the other will be managed by the Water & Sewer Utilities Department (Water Agreement).

DISCUSSION
Pursuant to Section 2.105.140(c) of the Santa Clara City Code (City Code), a formal Request for Proposals (RFP) was conducted with the award recommendation based on “best value.” On August 22, 2024, the RFP for As-Needed Crane Services was published on the City’s e- procurement system. A total of 22 companies viewed the RFP, and two proposals were received by the October 2, 2024, deadline:
· Art Alger, Inc. DBA Peninsula Crane and Rigging (Peninsula) · West Coast Cranes, Inc.

The proposals were independently evaluated by a panel against the criteria published in the RFP.

Peninsula received the highest overall scores and was selected for the award.

Prior to completing an agreement, SVP issued purchase orders to Peninsula for critical projects.

These purchase orders totaled less than $250,000, which is within the City Manager’s signature authority pursuant to Section 2.105.300 of the City Code. These purchase orders are exclusive to the proposed agreement amounts discussed below.

City of Santa Clara Printed on 7/3/2025Page 1 of 3
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25-82 Agenda Date: 7/8/2025
Staff is seeking City Council approval to delegate authority to the City Manager to negotiate and execute the SVP Agreement and future amendments. The proposed SVP Agreement has a maximum compensation of $2,000,000 for a five-year term ending on July 31, 2030, with an optional one-year term extension through July 31, 2031. Based on anticipated system growth and projected future service needs, future amendments may be needed to increase the maximum compensation by up to $500,000, for a newly revised maximum compensation of $2,500,000 for the six-year period including the one-year option.

Separately, the Water and Sewer Utilities Department is proposing to enter into a second agreement with Peninsula under the same RFP and staff is seeking City Council approval to delegate authority to the City Manager to negotiate and execute the Water Agreement and future amendments. The Water Agreement will have the same term as the SVP Agreement, ending on July 31, 2030, with an optional one-year term extension through July 31, 2031. The proposed maximum compensation for the Water Agreement is $350,000 for the six-year period including the one-year option.

Compensation under both agreements includes hourly labor rates based on classifications such as crane operator, rigger, foreman, and also for equipment rates such as crane, boom truck, and trailer.

The contractor may request rate adjustments annually subject to the City’s approval.

ENVIRONMENTAL REVIEW
Staff recommends that the City Council determine that the actions being considered are exempt from the California Environmental Quality Act (“CEQA”) pursuant to section 15301 of Title 14 of the California Code of Regulations as the services involve maintenance and repair of existing facilities and mechanical equipment.

FISCAL IMPACT
The maximum compensation for the agreement between Peninsula and SVP is not anticipated to exceed $2,000,000, and $350,000 for the agreement between Peninsula and the Water and Sewer Utilities Department. Sufficient funds for the SVP Agreement are available in the FY 2025/26 Adopted Budget in the Electric Utility Operating or Capital Fund depending on the specific project. Funding for the Water Agreement is available in the FY 2025/26 Storm Drain Capital Improvement Fund in the SDPS Motor and Control Maintenance, Repair, and Replacement project, which is supported by the Public Works Department and in the Public Works Department Operating Budget for the storm drain pump station facility maintenance and repair.

Funds required for future years will be requested through the regular budget process.

COORDINATION
The report has been coordinated with the Finance Department, the City Attorney’s Office, the Electric Department - Silicon Valley Power (SVP), the Water and Sewer Utilities Department, and the Public Works Departments.

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 City of Santa Clara Printed on 7/3/2025Page 2 of 3
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25-82 Agenda Date: 7/8/2025
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 that the proposed actions are exempt from CEQA pursuant to Section 15301 (Existing Facilities) of Title 14 of the California Code of Regulations;

2. Delegate authority to the City Manager or designee to negotiate and execute an agreement with Art Alger, Inc. DBA Peninsula Crane and Rigging for Silicon Valley Power (SVP Agreement) for a five-year term beginning on or around August 1, 2025, with a one-year option to extend the agreement term through July 31, 2031, and a maximum compensation not to exceed $2,000,000, subject to the review and approval as to form by the City Attorney;

3. Delegate authority to the City Manager or designee to negotiate and execute an agreement with Art Alger, Inc. DBA Peninsula Crane and Rigging for the Water and Sewer Utilities Department (Water Agreement) for a five-year term beginning on or around August 1, 2025, with a one-year option to extend the agreement term through July 31, 2031, and a maximum compensation not to exceed $350,000, subject to the review and approval as to form by the City Attorney; and

4. Authorize the City Manager or designee to take any actions as necessary to implement and administer the SVP Agreement and Water Agreement, and to negotiate and execute amendments to these agreement to: (a) add or delete services consistent with the scope of services, (b) adjust future rates based on market conditions, (c) extend the term one additional year through July 31, 2031, (d) make de minimis changes, and (e) increase the maximum compensation for the SVP Agreement up to $500,000 for a total maximum compensation of $2,500,000, subject to the appropriation of funds and to the review and approval as to form by the City Attorney.

Reviewed by: Nico Procos, Acting Director of Electric Utility Reviewed by: John Ramirez, Director, Water & Sewer Utilities Approved by: Jovan D. Grogan, City Manager
City of Santa Clara Printed on 7/3/2025Page 3 of 3
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City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-476 Agenda Date: 7/8/2025

REPORT TO COUNCIL

SUBJECT
Action on Amendment No. 3 to Agreement with The Permanente Medical Group, Inc. for Professional Medical Services for Public Safety Employees

COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure

BACKGROUND
Since 1999, The Permanente Medical Group, Inc. (Permanente Medical Group) has provided occupational medical services for public safety employees of the Santa Clara Fire Department.

These services are required to maintain compliance with Occupational Safety and Health Administration (OSHA) Standard 190.156 - Fire Brigades, OSHA Standard 1910.134 - Respiratory Protection, and National Fire Protection Association (NFPA) 1582 - Standard on Comprehensive Occupational Medical Program for Fire Departments.

The Occupational Health and Safety Services Division of the Permanente Medical Group has extensive experience and knowledge in applying and meeting these standards. Under the agreement, they provide periodic physical examinations, medical evaluations, vaccinations, and respiratory evaluations. They also conduct as-needed physical clearances for firefighter candidates.

The services provided can vary year to year based on the number and the extent of on-duty injuries, staffing, and clinical indications.

The agreement with Permanente Medical Group (Attachment 1) was approved by City Council on September 12, 2017. The term of the agreement was for three years through August 31, 2020, with a not-to-exceed maximum compensation of $334,000.

In 2019, Amendment No. 1 (Attachment 2) was executed to revise the fee schedule to reflect updates to purified protein derivative (PPD) testing and to add additional services, including physician time and QuantiFERON, a blood test for tuberculosis.

In 2020, Amendment No. 2 (Attachment 3) was approved by City Council to extend the term of the agreement for an additional five years through August 31, 2025, and to increase the maximum compensation to $600,000.

DISCUSSION
The Santa Clara Fire Department continues to require occupational medical services from Permanente Medical Group to support regulatory compliance and the health and safety of its personnel. While the department primarily works with LifeScan Wellness to provide comprehensive City of Santa Clara Printed on 7/3/2025Page 1 of 3
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25-476 Agenda Date: 7/8/2025
physical exams for sworn personnel, these exams are conducted during a specific period in July. For firefighter candidates, volunteer reserves, and personnel who are unable to attend LifeScan’s scheduled exams, the department relies on Permanente Medical Group to provide make-up medicals and candidate clearances. The group also provides convenient access throughout Northern California, which allows personnel to attend appointments while on-duty.

Staff recommends executing Amendment No. 3 (Attachment 4) to extend the agreement with Permanente Medical Group for an additional five years through August 31, 2030, with no increase to the not-to-exceed maximum compensation of $600,000. The agreement is primarily used to supplement comprehensive physical exam services for sworn personnel and there is sufficient contract capacity remaining.

Additionally, Permanente Medical Group currently provides services to the City under the worker’s compensation program, a separate agreement with the City. Maintaining the agreement with Permanente Medical Group ensures consistency and avoids potential disruptions in critical evaluations for firefighter personnel.

This recommendation is made under the authority of Santa Clara City Code Section 2.105.280(b)(4) which allows for an exemption from the City’s purchasing requirements when a service is considered unique such that requirements for competitive procurement are contrary to public interest.

For the reasons outlined above, a competitive procurement process would not serve the City’s best interest and could disrupt the efficiency and continuity of care required for safety personnel.

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 to the environment.

FISCAL IMPACT
Amendment No. 3 does not increase the not-to-exceed maximum compensation amount of $600,000. Funding to support the proposed agreement through its extended five-year term, ending August 31, 2030, is available in the Fire Operating Budget, subject to the annual appropriation of funds.

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.

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25-476 Agenda Date: 7/8/2025

RECOMMENDATION

1. Authorize the City Manager or designee to execute Amendment No. 3 to the agreement with The Permanente Medical Group, Inc. for Professional Medical Services to extend the term through August 31, 2030, subject to appropriation of funds and review and approval as to form by the City Attorney; and

2. Authorize the City Manager or designee to negotiate and execute future Amendments making minor modifications to the agreement and to extend the term, if needed, with no increase to the not-to-exceed maximum compensation, subject to review and approval as to form by the City Attorney.

Reviewed by: Ruben Torres, Fire Chief
Approved by: Jovan Grogan, City Manager

ATTACHMENTS

1. Original Agreement with The Permanente Medical Group, Inc. and Agenda Item #12.B4

2. Amendment No. 1 to Agreement with The Permanente Medical Group, Inc.

3. RTC 20-563 and Amendment No. 2 to Agreement with The Permanente Medical Group, Inc.

4. Amendment No. 3 to Agreement with The Permanente Medical Group, Inc. DRAFT City of Santa Clara Printed on 7/3/2025Page 3 of 3
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Cityof
Santa Clara
The Cente r of What 's Possible
Date:

To:

From :

September 12, 2017
City Manager for Council Action
Fire Chief
AGENDA ITEM #: l J.8j

AGENDA REPORT
Subject : Approval of Agreement for Performance of Services with The Permanente Medical Group, Inc.

EXECUTIVE SUMMARY
Since 1999 the Santa Clara Fire Department has had an agreement with The Permanente Medical Group , Inc. for professional medical services for public safety employees. The Occupational Health and Safety Services Division of The Permanente Medical Group, Inc. has extensive experience and knowledge of the Occupational Safety and Health Administration (OSHA) Standard 190.156 - Fire Brigades , OSHA Standard 1910.134 - Respiratory Protection and the National Fire Protection Agency (NFPA) Standard on Comprehensive Occupational Medical Program for Fire Departments (NFPA 1582). These guidelines and standards outline the required medical services for public safety employees . The Permanente Medical Group , Inc. has been selected to continue providing these services, which include approximately 150 annual or periodic exams , evaluations or vaccinations fo r sworn Fire Department employees and approximately 40 members of the Volunteer Reserve Division. The Permanente Medical Group, Inc. also provides new hire physical clearances for firefighter candidates , as well as respirator evaluations for Santa Clara Police Officers mandated under OSHA Standard 1910.134. The services provided to the City each year can vary greatly based on the number and the extent of on-duty injuries , staffing and clinical indications; therefore the not to exceed amount included in the agreement is based on an average of expenditures in recent fiscal years plus an allowance for additional procedures that are frequently added due to State and Federal regulato ry requirements.

ADVANTAGES AND DISADVANTAGES OF ISSUE
Approval of the Agreement will allow continued OSHA required medical services for public safety employees , which are critical to their health and safety and that of the citizens they serve . No disadvantages were identified.

ECONOMIC/FISCAL IMPACT
The estimated annual cost for public safety medical services is $111 ,333 and the total cost for the three-year contract shall not exceed $334 ,000. Funding is available in the Fire Department Contractual Services account (001-7822-87870).

RECOMMENDATION
That the Council approve and authorize the City Manager to execute a three-yea r Agreement for Professional Services with The Permanente Medical Group, Inc. for required public safety medical Subject: Approval of Agreement for Performance of Services with The Permanente Medical Group, Inc.

services , in an amount not to exceed $111,333 per fiscal year for FY 17/18, FY 18/19 and FY 19/20, and a total amount not to exceed $334,000 subject to budget appropriations .

Fire Chief
Rajeev Batra
City Manager
Documents Related to this Report:

Ce · · as to Avail · · of Funds: -,Jll,
0 $111 ,333
1) Agreement for the Performance of Services By and Between the City of Santa Clara, California, and The Permanente Medical Group, Inc.

EBIX Insurance No. S200002136

AGREEMENT FOR THE PERFORMANCE OF SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND

THE PERMANENTE MEDICAL GROUP, INC

PREAMBLE
This agreement for the performance of services ("Agreement") is by and between The Permanente Medical Group, Inc., a California corporation , with its principal place of business located at 1950 Franklin Street , Oakland, CA 94612 ("Contractor"), and the City of Santa Clara, California , a chartered California municipal corporation with its primary business address at 1500 Warburton Avenue, 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 represents that it, and its subcontractors , if any, have 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. RETENTION OF CONTRACTOR.

City hereby contracts with Contractor to perform services set forth in this Agreement. To accomplish that end, 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 required by City at his/her own risk and expense. Services to be provided to City are Agreement for the Performance of Services/The Permanente Medical Group Rev. 06/22/17

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.

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 WORKMANSIDP.

Contractor represents and maintains that it has the necessary expertise in the professional calling necessary to perform services , and its duties and obligations, expressed and implied, contained herein , and City expressly relies upon Contractor's representations regarding its skills and knowledge. 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 reasonably 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 on Aug ust 31, 2020.

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 may also monitor the Services to be performed to determine whether financial operations are conducted in accord with applicable City , county, state, and federal requirements. If Agreement for the Performance of Services/The Permanente Medical Group Rev. 06/22/17

any action of Contractor constitutes a breach, City may terminate this Agreement pursuant to the provisions described herein.

7. WARRANTY.

Contractor expressly warrants that all materials and services covered by this Agreement shall be fit for the purpose intended, shall be free from defect , and shall conform to the specifications, requirements, and instructions upon which this Agreement is based .

Contractor agrees to promptly replace or correct any incomplete, inaccurate , or defective Services at no further cost to City when defects are due to the negligence, errors or omissions of Contractor. If Contractor fails to promptly correct or replace material s or services , City may make corrections or replace materials or services and charge Contractor for the cost incurred by City.

8. PERFORMANCE OF SERVICES.

Contractor shall perform all requested services in an efficient and expeditious manner and shall work closely with and be guided by City. Contractor shall be as fully responsible to City for the acts and omissions of its subcontractors, and of persons either directly or indirectly employed by them , as Contractor is for the acts and omissions of persons directly employed by it. Contractor will perform all Services in a safe manner and in accordance with all federal, state and local operation and safety regulations .

9. 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 .

10. 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 and Contractor shall be and remain liable to City in accordance with applicable law for all damages to City caused by Contractor negligent performance of any of the Services furnished under 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.

Agreement for the Performance of Services/The Permanente Medical Group Rev. 06/22/17

11. 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 at the rate per hour for labor and cost per unit for materials 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 (3 0) days of City's receipt of invoice.

12. 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 thirty (3 0) 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.

13. NO ASSIGNMENT OR SUBCONTRACTING OF AGREEMENT.

City and Contractor bind themselves , their successors and assigns to all covenants of this Agreement. This Agreement shall not be assigned or transferred without the prior written approval of City. Contractor shall not hire subcontractors without express written permission from City.

14. NO TIDRD 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 .

15. 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 aqt 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.

16. 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.

Agreement for the Performance of Services/The Pennanente Medical Group Rev . 06/22/17

17. 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.

Notwithstanding the foregoing , this Paragraph 17 shall not apply to medical records, Contractor shall retain all rights and title to such medical records, and Contractor may use any medical record created or modified by Consultant in connection with its provision of Services hereunder in any manner it desires subject to applicable law, including but not limited to the Health Insurance Portability and Accountability Act of 1996 (HIPPA).

18. 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.

19. OWNERSHIP OF MATERIAL.

All material , including information developed on computer(s) , which shall include , but not be limited to, data, sketches, tracings, drawings , plans, diagrams, quantities, estimates, specifications, proposals ,'tests, maps , calculations, photographs , reports and other material developed, collected , prepared or caused to be prepared under this Agreement shall be the property of City but Contractor may retain and use copies thereof.

City shall not be limited in any way or at any time in its use of said material. However , Contractor shall not be responsible for damages resulting from the use of said material for work other than Project, including, but not limited to, the release of this material to third parties. Notwithstanding the foregoing, this Paragraph 19 shall not apply to medical records and any medical record created or modified by Contractor in connection with its provision of Services hereunder shall not be considered work product developed , collected, prepared or caused to be prepared by Contractor in the performance of this Agreement. Contractor shall retain all rights and title to such medical records , subject to applicable law, including but not limited to HIPP A.

20. RIGHT OF CITY TO INSPECT RECORDS OF CONTRACTOR.

City, through its authorized employees, representatives or agents shall have the right during 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.

Agreement for the Performance of Services/The Permanente Medical Group Rev . 06/22/17

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.

21. CORRECTION OF SERVICES.

Contractor agrees to correct any incomplete, inaccurate or defective Services at no further costs to City, when such defects are due to the negligence, errors or omissions of Contractor.

22. FAIR EMPLOYMENT.

Contractor shall not discriminate against any employee or applicant for employment because ofrace, color, creed, national origin, gender, sexual orientation, age, disability, religion, ethnic background, or marital status, in violation of state or federal law.

23. HOLD HARMLESS/INDEMNIFICATION.

To the extent permitted by law, Contractor agrees to protect, defend , hold harmless and indemnify City, its City Council, commissions, officers, employees, volunteers and agents from and against any claim, injury, liability, loss, cost , and/or expense or damage, including all costs and reasonable attorney's fees in providing a defense to any claim arising therefrom, for which City shall become liable arising from Contractor ' s negligent acts or willful misconduct with respect to or in any way connected with the Services performed by Contractor pursuant to this Agreement, but excluding: (1) liabilities due to the sole negligence or willful misconduct of City, its City Council, commissions, officers, employees , volunteers and agents, and (2) any liability arising as a result of an employment-related dispute (including but not limited to a lawsuit by an employee of City for employment discrimination based on results of Contractor's Services, a lawsuit by an employee of City alleging breach of an employment statute or regulation , etc.).

24. IN~URANCE REQUIREMENTS.

During the term of this Agreement , and for 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. Notwithstanding any other provision of this Agreement, including but not limited to those contained in this section and Exhibit C, Contractor, in lieu of any insurance requirements contained herein, may fulfill such insurance obligations through its alternative risk management programs , including self insurance, and City consents to such self insurance and agrees that, in such case, Contractor cannot provide endorsements or report deductibles , or self-insured retentions, or other requirements that are inconsistent with a program of self insurance.

Contractor's fulfillment of the insurance requirements through alternate risk management programs shall not constitute a breach of this Agreement.

Agreement for the Performanc e of Services/The Permanente Medical Group Rev. 06/22/17

25. AMENDMENTS.

This Agreement may be amended only with the written consent of both Parties.

26. 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.

27. 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.

28. 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.

29. NOTICES.

All notices to the Parties shall, unless otherwise requested in writing, be sent to City addressed as follows:

City of Santa Clara
Attention: Fire Department
1500 Warburton Avenue
Santa Clara, California 95050
or by facsimile at ( 408) 246-8652
And to Contractor addressed as follows:

Attention: Sales Manager
Kaiser Permanente
Occupational Health Sales and Account Management
1800 Harrison Street, 9th Floor
Oakland, CA 94612
or by facsimile at (510) 625-3656
If notice is sent via facsimile, a signed, 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.

Agreement for the Performance of Services/Th e Permanente Medical Group Rev. 06/22/17

30. 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.

31. 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, orif appropriate, in_the United_States District Court, Northern District of California, San Jose, California.

32. 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 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 oflaw , and not subject to the arbitration provisions of the Public Contracts Code.

33. COMPLIANCE WITH ETHICAL STANDARDS.

Contractor shall:

A. Read Exhibit D, entitled "ETHICAL STANDARDS FOR CONTRACTORS

SEEKING TO ENTER INTO AN AGREEMENT WITH THE CITY OF SANTA CLARA, CALIFORNIA" ; and,
B. Execute Exhibit E, entitled "AFFIDAVIT OF COMPLIANCE WITH ETHICAL STANDARDS."
Agreement for the Performance of Services/The Permanente Medical Group Rev. 06/22/17

34. 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 wider the Act and will fully indemnify and hold harmless City for any penalties, fines, adverse rulings , or tax payments associated with Contractor's responsibilities wider the Act.

35. CONFLICT OF INTERESTS.

This Agreement does_not preyent_e_ither Party from entering int_o~similar agre_ement13 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 "Yith 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.

Agreement for the Performance of Services/The Permanente Medical Group Rev. 06/22/17

APPROVED AS TO FORM:

I ,-

CITY OF SANTA CLARA, CALIFORNIA
a chartered California municipal corporation
Dated: q · f L/ · I 7
~~
City Manager
--------- -J.-5.00 War.bunon~A¥enu.\,---------
ATTEST~: Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
ROD DIRIDON, JR.

City Clerk
"CITY"
THE PERMANENTE MEDICAL GROUP, INC.
*choose one: corporation/partnership/individual
Dated: q /1, / rJ
- ------'-------
By:
(Signature of Person executing the Agreement on behalf of Contractor) Name: Constance C. Chiulli on behalf of Roman Kownacki, MD, MPH --------------------'----"----------Title: Constance C. Chiulli: Regional Director, Occupational Health Service Line Roman Kownacki, MD, MPH: Medical Director, Regional Occupational Health­ N orthem California
Local Address: 1800 Harrison St. 21st Floor, Oakland, CA 94612 Email [email protected]
Address: _R_o_m_an_.K_o_wn_a_c_ki_,,·@"""---'kp._._or_,,g"--------------------­ Telephone: (510) 625-3306 - Constance C. Chiulli
(510) 625-7175 - Roman Kownacki, MD, MPH
Fax: (510) 625-3037
"CONTRACTOR''
S:\Attomey\AGREEMENTS \Service\OVER $SOK SERVICE AGREEMENT FORM.doc Agreement for the Performance of Services /The Permanente Medical Group Rev. 06/22/17

AGREEMENT FOR THE PERFORMANCE OF SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND

THE PERMANENTE MEDICAL GROUP, INC

EXHIBIT A
seOPE OF SERVICES
The Services to be performed for the City by the Contractor under this Agreement and shall be provided according to the following terms:

If City is requesting a health screening/physical examination of a job applicant or employee, the City will provide to the Contractor detailed information concerning the physical requirements for performing the job at issue. This information should include a written job description, including physical and mental requirements and environmental conditions. The examination and any medical conclusions will be based on the information furnished by the City and the physician's general understanding of the requirements of the jobs of similar nature. Contractor conducts such examinations with the city's assurances that the examination and city's medical inquiries are job related and consistent with the business needs of the City, and otherwise comply with all applicable legal obligations.

Based on its health screening/physical examination of a job applicant/employee, Contractor will advise City of the following:
a)the applicant/employee's physical limitations, if any, and the specific job tasks that cannot be performed and/ or environmental conditions, if any, that are related to any risk to heal and safety , and, b) changes that may be made to permit the job tasks to be performed and/or eliminate /reduce the risk. Contractor will make no determination of whether job tasks are essential to the position in question. Any changes that are recommended are advisory only, based on the physician's general understanding of the job and environment in question, and are not intended to supplant the right of the City to determine what modifications are available and reasonable.

To the extent that other conditions are identified, Contractor will also: a) notify the employee/applicant of any medical condition, identified during the limited medical evaluation that the City request, that the Contractor believes requires further attention, and recommend that the employee/applicant seek care from his or her personal provider, therefore encouraging health and wellness , leading to a more productive workforce, and b) upon authorization of the employee/applicant, Contractor will inform his or his personal medical provider by transmitting copies of the medical records created during the visit.

Contractor will maintain a medical records for each individual that will contain records of employer requested services, in addition to past, present and future services requested by the employee/applicant.

Agreement with The Permanente Medical Group , Inc./Scope of Services/Exhibit A Rev. 06/22/17

AGREEMENT FOR THE PERFORMANCE OF SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND
THE PERMANENTE GROUP, INC.

EXHIBITB
FEE-seHEDllliE - --- ---------
Consultant shall provide a schedule of rates and fees which includes all billing amounts and costs as follows (if applicable), such as:

OCCUPATIONAL HEALTH AND SAFETY SERVICES TO BE PROVIDED TO THE CITY OF SANTA CLARA FIRE DEPARTMENT.

FIREFIGHTER PREPLACEMENT EXAM (FFPP)
300398 Firefighter Physical Exam
92552 Audiogram, screening
94010 Spirometry
300422 PPD, 2 step, 2 placements and readings (no charge to current KP HP members)
71020 Chest X-Ray, 2 views (baseline)
85025 CBC with automated differential
80053 Chem Comprehensive Panel
86704 Titer: Hepatitis B Core Antibody, HBcAb
86803 Titer: Hepatitis C
86708 Hepatitis A lgG Antibody, HAAb (titer)
86706 Hepatitis B Surface antibody, HBSAb
Agreement with The Pennanente Medical Group, lnc./Fee Schedule/Exhibit B Rev. 06/22/17
$95.00
$30.00
$35.00
$30.00
$65.00
$15.00
$35.00
$31.00
$45.00
$40.00
$31.00

;
36415 Venipuncture
93000 EKG, resting -and-
93015 Cardiac Stress Test with Treadmill
300420 Drug Screen Preferred Alliance "Quick Test"
300413 Form completion (2 or more pages for DMV/DOT
Exam)
As Clinically Indicated:
90746 Vaccine: Hepatitis B (series of 3 injections) (no charge to current KP HP members)
90632 Vaccine: Hepatitis A (series of 2 injections)
90707 Vaccine: MMR injection (series of 2 injections, if indicated)
90716 Vaccine: Varivax (chickenpox)(series of 2 injections if indicated)
90715 Vaccine: Tdap (tetanus, diphtheria, pertussis)
90713 Vaccine: Polio ( eiPV) if no prior vaccination
90658 Vaccine: Influenza (when seasonally available)
86580 PPD, one placement and one reading (no charge to
current KP HP members)
71010 Chest X-Ray for positive PPD (1 view)
81001 Urinalysis with microscopic (if abnormal UA dipstick) 86735 Titer: Mumps antibody screen
86762 Titer: Rubella antibody screen
86765 Titer: Rubeola antibody screen
86787 Titer: V aricella antibody screen
Agreement with The Permanente Medical Group, lnc./Fee Schedule/Exhibit B Rev. 06/22/17
$15.00
$50.00
$230.00
Billed by
Preferred
Aili-a.nee:
$25.00
$94. 00/inj ection
$96.00/iniection
$76.00/injection
$132.00/injection
$63.00
$40.00
$20.00
$20.00
$55.00
$15.00
$35.00
$35.00
$35.00
$35.00

FIREFIGHTER-ANNUAL OR PERIODIC (FFANN)
300398 Firefighter Physical Exam
92552 Audiogram, screening
94010 Spirometry
86580 PPD, PLACEMENT AND READING (no charge to
current KP HP members)
85025 CBC with automated differential
80053 ' Chem . Comprehensive Panel
36415 Venipuncture
93000 EKG Resting -AND-
93015 Cardiac Stress Test with Treadmill (males 45+ or
females 55+ with 2 or more NFP A risk factors) -NFP A
and Wellness
300413 Form completion (2 or more pages for OMV /DOT
Exam)
As Clinically Indicated:
71010 Chest X-Ray for positive PPD (1 view)
71020 Chest X-Ray for positive PPD + symptoms (2 views) ( or baseline and (m every 5 years)
81001 Urinalysis with microscopic (if abnormal UA dipstick) 82274 Fecal Immunochemical Test ( 40+ or as clinically
indicated- can be done by personal physician) -NFPA
and Wellness
84152 PSA for males; prostate specific antigen
Agreement with The Permanente Medical Group, Inc./Fee Schedule/Exhibit B Rev. 06/22/17
$95.00
$30.00
$35.00
$20.00
$15.00
$35.00
$15.00
$50.00
$230.00
$25.00
$55.00
$65.00
$15.00
$30.00
$53.00

• I
90746 Vaccine: Hepatitis B (series of 3 injections, if indicated or declination) (no charge to current KP HP members)
90632 Vaccine: Hepatitis A (series of 2 injections)
90713 Vaccine: Polio (eiPV) if no prior vaccination
90715 Vaccine: Tdap (tetanus, diphtheria, pertussis)
90707 Vaccine: MMR injection (series of 2 injections, if indicated)
90716 Vaccine: Varivax (chickenpox)(series of 2 injections if indicated)
86735 Titer: Mumps antibody screen
86762 Titer: Rubella antibody screen
86765 Titer: Rubeola antibody screen
86787 Titer: V aricella antibody screen

FITNESS FOR DUTY/RETURN TO WORK (FFD/RTW)
300397 I Fitness for Duty Physical Exam, initial
Ais Clinically Indicated:
300408 I Physician Consultation; each additional 15 minutes Agreement with The Permanente Medical Group, lnc./Fee Schedule/Exhibit B Rev. 06/22/17
$94.00/injection
$96.00/injection
$40.00
$63.00
$76.00/injection
$132.00/injection
$35.00
$35.00
$35.00
$35.00
I $95.00
I $60.00

VACCINATION ONLY (VAX)
90707 Vaccine: MMR injection (if indicated) $ 7 6. 00/inj ection 907t6 Vaccine: Varivax-C-c-tfrcke-npux )(if-indicated) $-Elz-:00/inj-ection 90746 Vaccine: Hepatitis B (series of 3 injections) (no charge $94.00/injection to current KP HP members)
90658 Influenza vaccine injection, as vaccine is available, (no $20.00 charge to current KP HP members)
90715 Vaccine: Tdap $63.00
90713 Polio vaccine injection $40.00
90632 Hepatitis A vaccine (Havarix), per injection (series of 2) $96.00

RESPIRATOR MEDICAL EVALUATION- BASELINE/ ANNUAL (RESP)
I
300415 Review of Respirator Questionnaire by MD/NP/RN
As Clinically Indicated:
71020 Chest X-Ray (2 views)
300391 Respirator Physical Exam
93000 EKG Resting
93015 Cardiac Stress Test with Treadmill
94010 Spirometry
300408 Physician Consultation; each 15 minutes
Agreement with The Permanente Medical Group, Inc./Fee Schedule/Exhibit B Rev. 06/22/17
$35.00
$65.00
$60.00
$50.00
$230.00
$35.00
$60.00

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'
I
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DMVIDOT EXAM (DMV)
300390 [ DMV /DOT Physical Exam I $115.00
In no event shall the amount billed to City by Contractor for services under this Agreement exceed three hundred thirty four thousand dollars ($334,000) for the term of this Agreement, subject to budget appropriations.

Agreement with The Permanente Medical Group, Inc./Fee Schedule/Exhibit B Rev. 06/22/17

AGREEMENT FOR THE PERFORMANCE OF SERVICES
BY AND BETWEEN THE .

CITY OF SANTA CLARA, CALIFORNIA,
AND
THE PERMANENTE MEDICAL GROUP, INC.

EXHIBITC
INSURA:NCE REQUIREMENTS

INSURANCE COVERAGE REQUIREMENTS
Without limiting the Contractor's indemnification of the City, and 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:

COMMERCIAL GENERAL LIABILITY INSURANCE
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 Injwzy
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.

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:

Coverage shall be on a "pay on behalf' basis with defense costs payable in addition to policy limits;
There shall be no cross liability exclusion which precludes coverage for claims or suits by one insured against another; and
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.

Agreement with The Permanente Medical Group, Inc./Insurance Requirements/Exhibit C Rev. 06/22/17

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 regulatea wastes and/orliazaroous 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.

WORKERS' COMPENSATION
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.

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).

This policy must include a Waiver of Subrogation in favor of the City of Santa Clara, its City Council, commissions, officers , employees , volunteers and agents .

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.

Additional Insureds . 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.

Primary and non-contributing. Each insurance policy provided by Contractor shall contain language or be endorsed to contain wording making it primary insurance as respects to, and not requiring contribution from, any other insurance which the Agreement with The Permanente Medical Group, Inc./Insurance Requir ements/Exhibit C Rev . 06/22/17

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 insurance.

Cancellation .

Each insurance policy shall contain language or be endorsed to reflect that no cancellation or modification of the coverage provided due to non-payment of premiums shall-be effective until written notice has been given to City at least ten (10) days prior to the effective date of such modification or cancellation. In the event of non-renewal, written notice shall be given at least ten (10) days prior to the effective date of non-renewal.

Each insurance policy shall contain language or be endorsed to reflect that no cancellation or modification of the coverage provided for any cause save and except non-payment of premiums shall be effective until written notice has been given to City at least thirty (30) days prior to the effective date of such modification or cancellation. In the event of non-renewal , written notice shall be given at least thirty (30) days prior to the effective date of non-renewal.

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.

ADDITIONAL INSURANCE RELATED PROVISIONS
Contractor and City agree as follows:

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 is 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 .

Agreement with The Permanente Medical Group, Inc./Insurance Requirements/Exhibit C Rev. 06/22/1 7

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.

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.

EVIDENCE OF COMPLIANCE
Contractor or its insurance broker shall provide the required proof of insurance compliance, consisting oflnsurance 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 . Upon City' s request, Contractor shall submit to City copies of the actual insurance policies or renewals or replacements .

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:

EBIXInc.

City of Santa Clara [*insert City department name here] P.O. Box 100085- S2 or 1 Ebix Way
Duluth, GA 30096 John's Creek, GA 30097
Telephone number:

Fax number:

Email address:

QUALIFYING INSURERS
951-766-2280
770-3 25-0409
[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.

S:\Attomey\INSURANCE\CITY\EXHIBIT C-02 Contract over $50,000 limited exposure.doc Agreement with The Permanente Medical Group, Inc./Insurance Requirements/Exhibit C Rev. 06/22/17

• I -- --,--

AGREEMENT FOR THE PERFORMANCE OF SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND
THE PERMANENTE MEDICAL GROUP, INC.

EXHIBITD
ETHtCAL-STANDARflS FOR CONTRA:eTORS S-EEKIN&-TO E-NTER-INr0 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 convicted2 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 dishonesty3; 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 makes) 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 of 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. 2 For purposes of this Agreement, the words "convicted" or "conviction" mean a judgment or conviction ofa criminal offense by any court of competent jurisdiction, whether entered upon a verdict or a plea , and includes a conviction entered upon a plea ofnolo contendere within the past five (5) years. 3 As used herein, "dishonesty" includes, but is not limited to, embezzlement, theft, forgery, bribery, falsification or destruction ofrecords, making false statements, failure to pay tax obligations, receiving stolen property, collusion or conspiracy.

Agreement with The Permanente Medical Group, Inc./Ethical Standards for Contractors/Exhibit D Rev. 06/22/17
Page I of2
____ JL
I I

2. I •
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.

The Ci!)' ma:x 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 capability 4 or business experience 5 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, Contrac.tor'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.
4 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 Bankruptc y 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.
5 Loss of personnel deemed essential by the City for the successful performance of the obligations of the Contractor to the City .

Agreement with The Permanente Medical Group, Inc./Ethical Standards for Contractors/Exhibit D Rev. 06/22/17

AGREEMENT FOR THE PERFORMANCE OF SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND
THE PERMANENTE MEDICAL GROUP, INC.

EXHIBITE

AFFIDAVIT OF COMPLTANCEWITB ETIDCAL 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.

THE PERMANENTE MEDICAL GROUP, INC
Corporation
By: ~~ c_ ' Uu.-dt ---------------'-=---~-------- - -------Signature of Authorized Person or Representative Name: Constance C. Chiulli on behalf of Roman Kownacki, MD, MPH Title: Constance C. Chiulli: Regional Director, Occupational Health Service Line Dr. Roman Kownacki: Medical Director, Regional Occupational Health - Northern California

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.

Agreement with The Permanente Medical Group, lnc./Ethical Standards for Contractors/Exhibit E Rev. 06/22/17

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL CODE§ 1189
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that docu_ment.

Slate of California
County of -A-larneduL - ,­
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On ~t-. ~/9"{) (7"
1 Date Here Insert ~\ame nd Title of the Officer
personally appeared __ _,C ...... ✓'--'-V=V1..;....0b=· _,_,,· "'--Vl'--"--""'C ....... e~ O,.___,C=~ ........ h~' I),""-"-\ _,__', --------- ­ Name(s( of Signer¢)
before me, __;:Co:..::....,_c· I 1'--ef!_(\ Th~ ~'-'--~ '- ~---'-0 -++--N--ok--i(\'---'·R_L,c--'--'b l--=i c'----- I
who proved to me on the basis of satisfactory evidence to be the person~ whose name~ f is/..at:Q.. subscribed to the within instrument and acknowledged to me that pe1she/jt,l~y executed the same In ~her/t~r -authorized capacityµe~, and that by hJ-Sfher/µ;teir signature~ on the instrument the person,(&), or the entity upon behalf of which the person(s) acted, executed the instrument. , ... COLLEEN DA~~E-H~NG "'l
.. Comml11lon No. 2207061 z
I •. NOTARY PUBLIC-CALIFORNIA ~
I , ALAMl!OA COUNTY J
fltw Comm. Elqlilel;AUGUST 22, ~1
1 Place Notary Seal Above
I certify under PENAL TY OF PERJURY under the laws
of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.
---------------OPTIONAL---------------
Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment of this form to an unintended document. J Description of Attached Docu ent r N<Nl-6/-cu~ud Jf6 -~ .J+.

Title or Type of Document: · Lf2 -lt-\. Document Date: _ _ _.,_~----- Number of Pages: ___ Si~ r( Other Than Named Above: _ ___________ _ Capacity(ies) Claimed by Signer(s)
Signer's Name: _____ _ ______ _ Signer's Name: __________ __ _ □ Corporate Officer - Title(s): ______ _ D Corporate Officer - Title(s): _ _ ____ _ □ Partner - □ Limited □ General □ Partner - □ Limited □ General □ Individual □ Attorney in Fact □ Individual □ Attorney in Fact □ Trustee □ Guardian or Conservator □ Trustee □ Guardian or Conservator □ Other: ____ _ _____ _ __ _ □ Other: _____________ _
Signer Is Representing: _________ _ Signer Is Representing: ____ _____ _ ©2014 National Notary Association• www.NationalNotary.org • 1-800-US NOTARY (1-800-876-6827) Item #5907 Ebix Insurance No. S200002136
AMENDMENT NO. 1

TO THE AGREEMENT FOR SERVICES

BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND
THE PERMANENTE MEDICAL GROUP, INC.

PREAMBLE
This agreement ("Amendment No. 1 ") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and The Permanente Medical Group, 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 the Performance of Services by and Between the City of Santa Clara, California and the Permanente Medical Group, Inc.", dated September 14, 2017 (the "Original Agreement"); and
B. The Parties entered into the Original Agreement for the purpose of having Contractor provide professional medical services for public safety employees, and the Parties now wish to amend the Original Agreement to replace Exhibit B "Fee Schedule," to reflect alteration to PPD testing, addition of physician consultation time, and addition of QuantiFERON testing.

The Parties agree as follows:

AGREEMENT TERMS AND CONDITIONS

1. AMENDMENT TERMS AND CONDITIONS
· Exhibit B "Fee Schedule" of the Qriginal Agreement, is hereby deleted in its entirety and replaced with a new Exhibit B in the form attached hereto as "Exhibit B First Amended Fee Schedule."

2. TERMS
All other terms of the Original Agreement which are not in conflict with the provisions of this Amendment No. 1 shall remain unchanged in full force and effect. In case of a conflict in the terms of the Original Agreement and this Amendment No. 1, the provisions of this Amendment No. 1 shall control.

Amendment No. 1 to Agreement/The Permanente Medical Group, Inc.

Rev. 09/13/2019

3. COUNTERPARTS
· 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.

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
APPROVED AS TO FORM:

Dated: I I - / 'g . l't
"CITY"
;J;j/& f's ANTANA
City Manager
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
THE PERMANENTE MEDICAL GROUP, INC.
a California corporation
Dated: ___ 1_· o_,_/_3_1_j,___;;i...._0_l '1 __ · ______ _ By (Signature): ---""~:.-=----=~=---~,.1..:.0-=-----=-lc_o-----_ ' ..fl~o/'L===__:::::.c;--="""'°------ Name : _L_a_v_a_n~y_a_K_a_i4a~r,_M_D~, M_P_H ____ -_- ____ _ Medical Director, KPOJ Occupational Hec1lth and Safety
Title: Services - NCAL
Principal Place of
Business Address:
------------------
Occupational Health Sales and Account
Management
1800 Harrison Street, 9th Floor
Oakland, CA 94612
Attention: Sales Manager
"CONTRACTOR"
Amendment No. 1 to Agreement/The Permanente Medical Group, Inc.

Rev. 09/13/2019

AGREEMENT FOR THE PERFORMANCE OF SERVICES

BY AND BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND
THE PERMANENTE GROUP, INC.

EXHIBITB

FIRST AMENDED FEE SCHEDULE
Consultant shall provide a schedule ofrates and fees which includes all billing amounts and costs as follows (if applicable), such as:

OCCUPATIONAL HEALTH AND SAFETY SERVICES TO BE PROVIDED TO THE CITY OF SANTA CLARA FIRE DEPARTMENt

FIREFIGHTER PREPLACEMENT EXAM (FFPP)
300398 Firefighter Physical Exam $95.00
92552 Audiogram, screening $30.00
94010 Spirometry $35.00
300422 PPD, 2 step, 2 placements and readings (no charge to $30.00 current KP HP members)
-OR-
86480 QuantiFERON $127.00
71045 Chest X-Ray, 2 views (baseline) $65.00
85025 CBC with automated differential $15.00
80053 Chem Comprehensive Panel $35.00
86704 Titer: Hepatitis B Core Antibody, HBcAb $31.00
86803 Titer: Hepatitis C $45.00
86708 Hepatitis A IgG Antibody, HAAb (titer) $40.00
86706 Hepatitis B Surface antibody, HBSAb $31.00 .
.
36415 Venipuncture $15.00
Amendment No. 1 to Agreement/The Permanente Medical Group, Inc .

Rev. 09/13/2019 ·

93000 EKG, resting -and- $50.00
93015 Cardiac Stress Test with Treadmill $230.00
300420 Drug Screen Preferred Alliance "Quick Test" Billed by Preferred Alliance
300413 Form completion (2 or more pages for DMV/DOT $25.00 Exam)
As Clinically Indicated:
90746 Vaccine: Hepatitis B (series of 3 injections) (no charge $94.00/injection to current KP HP members)
90632 Vaccine: Hepatitis A (series of 2 injections) $96.00/injection 90707 Vaccine : MMR injection (series of 2 injections, if $76.00/injection indicated)
90716 Vaccine: Varivax (chickenpox)(series of2 injections if $132.00/injection indicated)
90715 Vaccine: Tdap (tetanus, diphtheria , pertussis) $63.00 90713 Vaccine: Polio (eiPV) if no prior vaccination $40.00 90658 Vaccine : Influenza (when seasonally available) $20.00 86580 PPD, one placement and one reading (no charge to $20.00 current KP HP members) .
71045 Chest X-Ray for positive PPD (1 view) $55.00
81001 Urinalysis with microscopic (if abnormal UA dipstick) $15.00 86735 Titer: Mumps antibody screen $35.00
86762 Titer: Rubella antibody screen $35.00
86765 Titer: Rubeola antibody screen $35.00
86787 Titer : Varicella antibody screen $35.00
300408 Physician Consultation; each additional 15 minutes $60.00 Amendment No. 1 to Agreement/The Permanente Medical Group, Inc.

Rev. 09/13/2019

FIREFIGHTER-ANNUAL OR PERIODIC (FFANN)
300398 Firefighter Physical Exam $95.00
92552 Audiogram, screening $30.00
94010 Spirometry $35.00
86480 QuantiFERON Testing $127.00
85025 CBC with automated differential $15.00 -
80053 Chem. Comprehensive Panel $35.00
36415 Veni puncture $15.00
93000 EKG Resting -AND- $50.00
93015 Cardiac Stress Test with Treadmill (males 45+ or $230.00 females 55+ with 2 or more NFPA risk factors) -NFPA
and Wellness
300413 Form completion (2 or more pages for DMV/DOT $25.00 Exam)
As Clinically Indicated:
71045 Chest X-Rav for positive PPD (1 view) $55.00
71046 Chest X-Ray for positive PPD + symptoms (2 views) (or $65.00 baseline and (@ every 5 years)
81001 Urinalysis with microscopic (if abnormal UA dipstick) $15.00 82274 Fecal lmmunochemical Test (40+ or as clinically $30.00 indicated- can be done by personal physician) -NFP A
and Wellness
84152 PSA for males; prostate specific antigen $53.00
86580 PPD, one placement and one reading (no charge to $20.00 current KP HP members)
90746 Vaccine: Hepatitis B (series of 3 injections, if indicated $94.00/injection or declination) (no charf;e to current KP HP members)
90632 Vaccine: Hepatitis A (series of 2 injections) $96.00/iniection Amendment No. 1 to Agreement/The Permanente Medical Group, Inc.

Rev. 09/13/2019

90713 Vaccine: Polio (eiPV) ifno prior vaccination $40.00 90715 Vaccine: Tdap (tetanus, diphtheria , pertussis) $63.00 90707 Vaccine: MMR injection (series of 2 injections, if $76.00/injection indicated)
90716 Vaccine: Varivax (chickenpo x)(series of2 injections if $132.00/injection indicated)
86735 Titer: Mumps antibody screen $35.00
86762 Titer: Rubella antibody screen $35.00
86765 Titer: Rubeola antibody screen $35.00
86787 Titer : Varicella antibody screen $35.00
300408 Physician Consultation; each additional 15 minutes $60.00

FITNESS FOR DUTY /RETURN TO WORK (FFD/RTW)
300397 Fitness for Duty Physical Exam, initial $95.00
As Clinically Indicated:
300408 Physician Consultation ; each additional 15 minutes $60.00

VACCINATION ONLY (VAX)
90707 Vaccine: MMR injection (if indicated) $76.00/iniection 90716 Vaccine: Varivax ( chickenpox)(if indicated) $132.00/injection 90746 Vaccine: Hepatitis B (seri es of 3 ir!f ections) (no charg e $94.00/injection to current KP HP members)
90658 Influenza vaccine injection, as vaccine is available , (no $20.00 chari.e to current KP HP members)
90715 Vaccine: Tdap $63.0b
90713 Polio vaccine injection $40.00
90632 Hepatitis A vaccine (Havarix), per injection (series of 2) $96.00 Amendment No. 1 to Agreement/The Permanente Medical Group, Inc.

Rev. 09/13/2019

RESPIRATOR MEDICAL EVALUATION- BASELINE/ ANNUAL (RESP)
300415 Review of Respirator Questionnaire by MD/NP /RN $35.00 As Clinically Indicated:
71020 Chest X-Ray (2 views) $65.00
300391 Respirator Physical Exam $60.00
93000 EKG Resting $50.00
93015 Cardiac Stress Test with Treadmill $230.00
94010 Spirometry $35.00
300408 Physician Consultation; each 15 minutes $60.00
-

DMV/DOT EXAM (DMV)
300390 DMV /DOT Physical Exam $115.00
In no event shall the amount billed to City by Contractor for services under this Agreement exceed three hundred thirty-four thousand dollars ($334,000) for the term of this Agreement , subject to budget appropriations .

Amendment No. 1 to Agreement/The Permanente Medical Group , Inc.

Rev. 09/13/2019

City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
20-563 Agenda Date: 8/18/2020

REPORT TO COUNCIL

SUBJECT
Action on Amendment No. 2 to the Agreement for Performance of Services with The Permanente Medical Group, Inc. [Council Pillar: Deliver and Enhance High Quality Efficient Services and Infrastructure]

BACKGROUND
Since 1999 the Santa Clara Fire Department has had an agreement with The Permanente Medical Group, Inc. for professional medical services for public safety employees. The Occupational Health and Safety Services Division of the Permanente Medical Group, Inc. has extensive experience and knowledge of the Occupational Safety and Health Administration (OSHA) Standard 190.156 - Fire Brigades, OSHA Standard 1910.134 - Respiratory Protection, and the National Fire Protection Agency (NFPA) Standard on Comprehensive Occupational Medical Program for Fire Departments (NFPA 1582). These guidelines and standards outline the required medical services for public safety employees.

The Permanente Medical Group, Inc. has been providing services, which include approximately 150 annual or periodic physical exams, evaluations, vaccinations, as well as respirator evaluations, mandated under OSHA Standard 1910.134, for sworn Fire Department employees and members of the Volunteer Reserve Division. In addition, The Permanente Medical Group, Inc. also provides new hire physical clearances for firefighter candidates. The services provided to the City each year can vary greatly based on the number and the extent of on-duty injuries, staffing, and clinical indications; therefore, the not-to-exceed amount included in the agreement is based on an average of expenditures in recent fiscal years plus an allowance for additional procedures that are frequently added due to State and Federal regulatory requirements.

DISCUSSION
The original agreement was for a three-year term ending on August 31, 2020. Kaiser has agreed to lock in current rates for five years, therefore staff recommends extending the agreement by five years, ending on August 31, 2025 and increasing maximum compensation by $266,000 for a revised maximum compensation of $600,000. The maximum compensation amount is an estimate based on the anticipated usage of services over the life of the agreement.

The services provided by The Permanente Medical Group, Inc. are specialized services from licensed professionals. This recommendation meets the competitive proposal exception in Section

2.105.330 (e)(1) of the City Code, which states “Regardless of contract value, competitive proposals are encouraged but not required for contracts for specialized services from licensed professionals

ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California City of Santa Clara Printed on 8/12/2020Page 1 of 2
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20-563 Agenda Date: 8/18/2020
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 to the environment.

FISCAL IMPACT
Amendment No. 2 extends the term of the agreement by five years ending on August 31, 2025 and increases the maximum compensation by $266,000 for a revised not-to-exceed maximum compensation of $600,000, subject to the appropriation of funds. Annual funding is included in the Fire Department’s General Fund operating budget for this service.

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] <mailto:[email protected]> .

RECOMMENDATION

1. Authorize the City Manager to execute Amendment No. 2 to the Agreement with The Permanente Medical Group, Inc. for Professional Medical Services for Public Safety Employees to increase the amount of the agreement by $266,000 and to extend the term of the agreement through August 31, 2025 for a revised not-to-exceed maximum compensation of $600,000; and

2. Authorize the City Manager to execute amendments over the term of the agreement in the event that the demand for services is greater than anticipated, or additional services are required, subject to the same terms and conditions of the Agreement and the appropriation of funds.

Reviewed by: Ruben Torres, Fire Chief
Approved by: Deanna J. Santana, City Manager

ATTACHMENTS

1. Amendment No. 2

2. Amendment No. 1

3. Original Agreement for Performance of Services with The Permanente Medical Group, Inc.

City of Santa Clara Printed on 8/12/2020Page 2 of 2
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Ebix Insurance No. S200002136
AMENDMENT NO. 2

TO THE AGREEMENT FOR THE PERFORMANCE OF SERVICES

BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND

THE PERMANENTE MEDICAL GROUP, INC

PREAMBLE
This agreement ("Amendment No. 2") is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and The Permanente Medical Group, 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 the Performance of Services by and between the City of Santa Clara, California, and the Permanent Medical Group, Inc.", dated September 14, 2017 (Agreement); B. The Agreement was previously amended by Amendment No. 1, dated November 18, 2019 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 medical services for public safety employees, and the Parties now wish to amend the Agreement as Amended to extend the term for an additional five (5) years through August 31, 2025 for a revised not-to­ exceed compensation of $600,000 and revise the schedule of fees.

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 as Amended shall begin Effective Date of this Agreement and terminate on August 31, 2025.

Amendment No. 2 to Agreement/The Permanente Medical Group Rev. 10/25/19

2. Section 11 of the Agreement as Amended, entitled "Compensation and Payment" is amended to read as follows:

In consideration for Contractor's complete performance of Services, City shall pay Contractor for all materials provided and services rendered by Contractor at the rate per hour for labor and rate per unit for materials as outlined in Second Revised 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.

3. Section 12 of the Agreement as Amended, entitled "Termination of Agreement" is amended to read as follows:

A. Termination for Convenience. City shall have the right to terminate this Agreement, without cause or penalty, by giving not less than thirty (30) days' prior written notice to Contractor.

B. Termination for Default. If Contractor fails to perform any of its material obligations under this Agreement, in addition to all other remedies provided by law, City may terminate this Agreement immediately upon written notice to Contractor.

C. Upon termination, each Party shall assist the other in arranging an orderly transfer and close-out of services. As soon as possible following the notice of termination, but no later than ten (10) days after the notice of termination, Contractor will deliver to City all City information or material that Contractor has in its possession.

4. Exhibit B of the Agreement as Amendment, entitled "First Amended Fee Schedule" is hereby amended to read as show in Second Revised Exhibit B, attached hereto and incorporated into this Amendment No. 2.

5. 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.

Amendment No. 2 to Agreement/The Permanente Medical Group Rev. 10/25/2019

CITY OF SANT A CLARA, CALIFORNIA
a chartered California municipal corporation
Approved as to Form:
~ t\'l DEANN
City Attorney
"CITY"
City Manager
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771

THE PERMANENTE MEDICAL GROUP
a California corporation
Dated: 06/17/2020
By (Signature): /<,,..VM1,~ /<,v./..A Mu
Name: Lavaeya Ka-if-a-r,_M_D _________ _
Medical Director KPOJ Occupational Health &
Title: Safety Services - NCAL
1800 Harrison Street, 9th Floor
Principal Place of Oakland, CA 94612
Business Address: Attention: Sales Manager
Email Address: [email protected]
Telephone: (510)625-4143
Fax: ( ) N/A
"CONTRACTOR"
Amendment No. 2 to Agreement/The Permanente Medical Group Rev. 10/25/2019

SECOND REVISED EXHIBIT B

SCHEDULE OF FEES
Consultant shall provide a schedule of rates and fees which includes all billing amounts and costs as follows (if applicable), such as:

OCCUPATIONAL HEALTH AND SAFETY SERVICES TO BE PROVIDED TO THE CITY OF SANTA CLARA FIRE DEPARTMENT.

FIREFIGHTER PREPLACEMENT EXAM (FFPP)
Code# Description of Service
300398 Firefighter Physical Exam
92552 Audiogram, screening
94010 Spirometry
85025 CBC with automated differential
80053 Chem Comprehensive Panel
36415 Venipuncture
71046 Chest X-Rays (2 views, PA & Lateral)
300422 PPD, 2 step, 2 placements and readings
-OR-
86480 QuantiFERON
93000 EKG, resting
93015 Cardiac Stress Test with Treadmill
86706 Titer: Hepatitis B Surface Antibody (HBsAb)
86704 Titer: Hepatitis B Core Antibody (HBcAb)
86803 Titer: Hepatitis C Antibody Screen
As Employer Requested:
300413 Form completion (2 or more pages for OMV/DOT Exam If done in conjunction with the Firefighter Physical
Exam during the same visit)
300420 Collection for Drug Scree Preferred Alliance "Quick Test"
As Clinically Indicated:
90746 Vaccine: Hepatitis B, may need series of 3 injections 90632 Vaccine: Hepatitis A, may need series of 2 injections 90636 Twinrix (Hep B and Hep A combo), series of 3
injections
90707 Vaccine: Measles Mumps Rubella (MMR), may need
series of 2 injections
90716 Vaccine: Varivax (Varicella or Chickenpox), may need series of 2 injections
90715 Vaccine:Tdap
-OR-
Amendment No. 2 to Agreement/The Permanente Medical Group Rev. 10/25/2019
Price
$127.00
$54.00
$60.00
$20.00
$41.00
$15.00
$75.00
$30.00
$145.00
$50.00
$230.00
$35.00
$31.00
$56.00
$25.00
Billed by Preferred
Alliance
$130.00/injection
$114.00/injection
$191.00/injection
$103.00/injection
$152.00/injection
$63.00

Code# Description of Service
90714 Vaccine: Td
90658 Vaccine: Influenza (when seasonally available)
86735 Titer: Mumps Antibody Screen
86762 Titer: Rubella Antibody Screen (German Measles)
86765 Titer: Rubeola Antibody Screen (Measles)
86787 Titer: Varicella (Varicella or Chickenpox) Antibody Screen
86708 Titer: Hepatitis A lgG Antibody (HAAb)
81001 Urinalysis with microscopy
86580 PPD, 1 step, placement and reading
71045 Chest X-Ray, 1 view
71046 Chest X-Ray, 2 views
300408 Physician Consultation, each 15 minutes

FIREFIGHTER ANNUAL/PERIODIC EXAM (FFANN)
Code# Description of Service
300398 Firefighter Physical Exam
92552 Audiogram, screening
94010 Spirometry
85025 CBC with automated differential
80053 Chem Comprehensive Panel
36415 Venipuncture
86480 QuantiFERON
93000 EKG, resting
93015 Cardiac Stress Test with Treadmill
As Employer Requested:
300413 Form completion (2 or more pages for DMV/DOT Exam If done in conjunction with the Firefighter Physical
Exam durinc::i the same visit)
As Clinically Indicated:
71045 Chest X-Ray, 1 view
71046 Chest X-Ray, 2 views
81001 Urinalysis with microscopy
86580 PPD, 1 step, placement and reading
86706 Titer: Hepatitis B Surface Antibody (HBsAb)
90746 Vaccine: Hepatitis B, may need series of 3 injections 90632 Vaccine: Hepatitis A, may need series of 2 injections 90636 Twinrix (Hep Band Hep A combo), series of 3
injections
90707 Vaccine'. Measles Mumps Rubella (MMR), may need
series of 2 iniections
Amendment No. 2 to Agreement/The Permanente Medical Group Rev. 10/25/2019
Price
$34.00
$20.00
$35.00
$35.00
$35.00
$35.00
$40.00
$16.00
$20.00
$55.00
$75.00
$64.00/15 mins
Price
$127.00
$54.00
$60.00
$20.00
$41.00
$15.00
$145.00
$50.00
$230.00
$25.00
$55.00
$75.00
$16.00
$20.00
$35.00
$130.00/injection
$114.00/injection
$191.00/injection
$103.00/injection

Code# Description of Service
90716 Vaccine: Varivax (Varicella or Chickenpox), may need series of 2 injections
90715 Vaccine: Tdap
-OR-
90714 Vaccine: Td
9065~ Vaccine: Influenza (when seasonally available)
86735 Titer: Mumps Antibody Screen
86762 Titer: Rubella Antibody Screen (German Measles)
86765 Titer: Rubeola Antibody Screen (Measles)
86787 Titer: Varicella (Varicella or Chickenpox) Antibody Screen
86708 Titer: Hepatitis A lgG Antibody (HAAb)
82274 Fecal lmmunochemical Test - FIT Test
84152 PSA; Prostate Specific Antigen
300408 Physician Consultation, each 15 minutes

DMV/DOT EXAM (DMV/DOT)
Code# Description of Service
300390 OMV/DOT Physical Exam

RESPIRATOR BASELINE/PERIODIC (RESP)
Code# Description of Service
300415 Review of OSHA Respirator Questionnaire by MD/NP/RN As Clinically Indicated:
300391 Respirator Clearance Physical Exam
94010 Spirometry
71046 Chest X-Ray (2 views)
93000 EKG, resting
93015 Cardiac Stress Test with Treadmill
300408 Physician Consultation, each 15 minutes

FITNESS FOR DUTY/RETURN TO WORK (FFD/RTW)
Code# Description of Service
300397 Fitness for Duty Exam
As Clinically Indicated:
300408 Physician Consultation, each 15 minutes
Amendment No. 2 to Agreement/The Permanente Medical Group Rev. 10/25/2019
Price
$152.00/injection
$63.00
$34.00
$20.00
$35.00
$35.00
$35.00
$35.00
$40.00
$35.00
$71.00
$64.00/15 mins
Price
$115.00
Price
$35.00
$64.00
$60.00
$75.00
$50.00
$230.00
$64.00/15 mins
Price
$115.00
$64.00/15 mins

VACCINATION ONLY (VAX)
Code# Description of Service
300406 History/Review of Tests/Brief Screen - No Physical Exam
90746 Vaccine: Hepatitis B, may need series of 3 injections 90632 Vaccine: Hepatitis A, may need series of 2 injections 90636 Twinrix (Hep Band Hep A combo), series of 3
iniections
90707 Vaccine: Measles Mumps Rubella (MMR), may need
series of 2 injections
90716 Vaccine: Varivax (Varicella or Chickenpox), may need series of 2 injections
90715 Vaccine: Tdap
-OR-
90714 Vaccine: Td
90658 Vaccine: Influenza (when seasonally available)

LABORATORY ONLY (LAB)
Code# Description of Service
300406 History/Review of Tests/Brief Screen - No Physical Exam
86706 Titer: Hepatitis B Surface Antibody (HBsAb)
86708 Titer: Hepatitis A lgG Antibody (HAAb)
86735 Titer: Mumps Antibody Screen
86762 Titer: Rubella Antibody Screen (German Measles)
86765 Titer: Rubeola Antibody Screen (Measles)
86787 Titer: Varicella (Varicella or Chickenpox) Antibody Screen
36415 Venipuncture

TB CLEARANCE QUANTIFERON (PPD/TB CLEARANCE)
Code# Description of Service
86480 QuantiFERON
36415 Venipuncture
As Clinically Indicated:
71045 Chest X-Ray, 1 view
71046 Chest X-Ray, 2 views
99211 Brief encounter with non-MD Provider (PPD-Review of Symptoms Form)
Amendment No. 2 to Agreement/The Permanente Medical Group Rev. 10/25/19
Price
$42.00
$130.00/injection
$114.00/injection
$191 .00/injection
$103.00/injection
$152.00/injection
$63.00
$34.00
$20.00
Price
$42.00
$35.00
$40.00
$35.00
$35.00
$35.00
$35.00
$15.00
Price
$145.00
$15.00
$55.00
$75.00
$25.00

In no event shall the amount billed to City by Contractor for services under this Agreement exceed Six Hundred Thousand Dollars ($600,000) for the term of this Agreement, subject to the appropriation of funds.

Am.endment No. 2 to Agreement/The Permanente Medical Group Rev. 10/25/2019

Amendment No. 3 to Agreement/The Permanente Medical Group, Inc. Page 1 Rev. 10/25/2019
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AMENDMENT NO. 3

TO THE AGREEMENT FOR THE PERFORMANCE OF SERVICES

BETWEEN THE

CITY OF SANTA CLARA, CALIFORNIA,
AND
THE PERMANENTE MEDICAL GROUP, INC.

PREAMBLE
This agreement (“Amendment No. 3”) is entered into between the City of Santa Clara, California, a chartered California municipal corporation (City) and The Permanente Medical Group, 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 the Performance of Services by and between the City of Santa Clara, California and The Permanente Medical Group, Inc., dated September 14, 2017 (Agreement); B. The Agreement was previously amended by Amendment No. 1, dated November 18, 2019, Amendment No. 2, dated September 8, 2020, and is again amended by this Amendment No. 3. 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 medical services for public safety employees, and the Parties now wish to amend the Agreement as Amended to extend the term for an additional five (5) years through August 31, 2030, subject to the appropriation of funds.

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 as Amended shall begin Effective Date of this Agreement and terminate on August 31, 2030.

Amendment No. 3 to Agreement/The Permanente Medical Group, Inc. Page 2 Rev. 10/25/2019

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. 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: Dated:

GLEN R. GOOGINS
City Attorney

JŌVAN D. GROGAN
City Manager
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408) 241-6771
“CITY”

THE PERMANENTE MEDICAL GROUP, INC.
a California corporation

Dated:

By (Signature):

Name: Lavanya Kailar, MD
Title:

Medical Director KPOJ Occupational Health &
Safety Services - NCAL
Principal Place of
Business Address:
1800 Harrison Street, 9th Floor
Oakland, CA 94612
Attention: Sales Manager
Email Address: [email protected]
Telephone: (510) 625-4143
Fax: N/A
“CONTRACTOR”
City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-522 Agenda Date: 7/8/2025

REPORT TO COUNCIL

SUBJECT
Action on Delegation of Authority to Authorize the City Manager to Issue Purchase Orders and Negotiate and Execute Agreements or Amendments with Environmental Systems Corporation DBA ESC Spectrum Corporation for Data Acquisition and Historian System Support and Maintenance Service Related to Silicon Valley Power Operations and to Ratify Prior Payments

COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure

BACKGROUND
The City of Santa Clara’s electric utility, Silicon Valley Power (SVP), operates power plants which must comply with state and federal emissions requirements. A Data Acquisition and Handling System (DAHS) is a critical component of a power plant’s Continuous Emissions Monitoring System (CEMS).

A DAHS is used to collect, store, and validate power plant emissions data which is required for state and federal regulatory compliance. The Bay Area Air Quality Management District (BAAQMD) uses DAHS data to monitor compliance with air quality standards, including those of the U.S.

Environmental Protection Agency (EPA).

The Donald Von Raesfeld (DVR) power plant has a DAHS, which was installed by Environmental Systems Corporation DBA ESC Spectrum Corporation (ESC) when the power plant was built. Since installation, ESC has provided software licenses, reporting services, server management services, and software support and maintenance services in connection with the DAHS.

This Report to Council seeks ratification of payments exceeding the City Manager’s authority of $250,000 and requests authorization for the City Manager to issue purchase orders and agreements in connection with SVP’s continued use of the DAHS.

DISCUSSION
Ratification of Payments Exceeding $250,000
ESC has provided a number of services in connection with the DAHS. Since the system was installed, the City has used these services, but as payment records were destroyed pursuant to the City’s record retention policy, there are no records for this period. It is estimated that the City paid approximately $800,000 for these services, which was in excess of the City Manager’s authorization.

This estimate is based on an average annual amount for the periods for which there are payment records. In addition to the estimated amounts, the City has paid approximately $400,000 to ESC since 2016 for its services. The City has payment records in this case. As the estimated amount and the post-2015 payments exceeded the City Manager’s signature authority, the City is requesting that City of Santa Clara Printed on 7/3/2025Page 1 of 3
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25-522 Agenda Date: 7/8/2025
the City Council ratify these past payments.

The City does not currently have an automated system to track cumulative expenditures associated with the DAHS system and instead has to periodically review payment history reports. To improve the City’s ability to track cumulative contract expenditures and reduce the risk of oversight under the current manual process, the Purchasing Division is working to implement the Procurement Contracts module within the City’s financial management system, PeopleSoft. This project, which is expected to be completed in 2026, will automate and centralize contract management and enhance control over all contract-related activities throughout their term.

Authorization for DAHS Services and Software between 2025-2031 SVP requires ongoing DAHS services and software for its DVR operations. Therefore, staff is seeking additional authorization to issue purchase orders to ESC for a total aggregate amount not to exceed $800,000 for the period of January 1, 2025, through April 30, 2031. This amount includes payments already made since January 1, 2025, and future costs for continued software licensing, server management, regulatory reporting, software maintenance and support services, and engineering services. Depending on the service needs, the City may issue purchase orders or negotiate and execute agreements and amendments for services.

A breakdown of the compensation is provided in Table 1 - DAHS Compensation Summary below.

Table 1 - DAHS Compensation Summary
Description Amount
Estimated Payments (2000 - 2016)* *Estimated at
$50,000 per year since 2000
$800,000
Amount Paid between July 2016 and June 2024 $400,000
Requested Authorized Compensation for ESC Service
between July 1, 2025, and June 30, 2031
$800,000
This recommendation is made pursuant to Section 2.105.160(b)(2) of the Santa Clara City Code.

This section exempts purchases from competitive procurement requirements when necessary to ensure continued operation and function of existing systems currently in use by the City. ESC is the sole provider of licenses, maintenance, and support services for DAHS.

ENVIRONMENTAL REVIEW
The actions being considered do not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to Section 15061(b)(3) of Title 14 of the California Code of Regulation in that it can be seen with certainty that there is no possibility that the proposed actions may have a significant effect on the environment.

FISCAL IMPACT
Sufficient funds for the ESC Spectrum DAHS solution are available in the Operating Budget Generation Program in the Electric Utility Fund for FY 2024/25 and is incorporated in the FY 2025/26 and FY 2026/27 Proposed Operating Budget. Funding for future years will be requested as part of City of Santa Clara Printed on 7/3/2025Page 2 of 3
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25-522 Agenda Date: 7/8/2025
the regular budget process.

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]
.

RECOMMENDATION

1. Authorize the City Manager issue purchase orders or negotiate and execute agreements and amendments with Environmental Systems Corporation DBA ESC Spectrum (ESC) for Data Acquisition and Handling System (DAHS) for a maximum authorization of $800,000 for purchase orders and payments issued during the period of January 1, 2025, through April 30, 2031, subject to the appropriation of funds and review and approval as to form by the City Attorney;

2. Authorize the City Manager or designee to take any actions necessary to implement and administer the purchase orders and agreements, including negotiating and executing future agreements or amendment(s) to (a) add or delete services associated with the services, (b) adjust future rates based on market conditions, and (c) make de minimis changes, subject to budget appropriations and review and approval as to form by the City Attorney; and

3. Ratify prior payments made to ESC in connection with DAHS services and software occurring prior to 2025 in the approximate amount of $1,200,000.

Reviewed by: Nico Procos, Acting Director of Silicon Valley Power Approved by: Jovan Grogan, City Manager
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City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-569 Agenda Date: 7/8/2025

REPORT TO COUNCIL

SUBJECT
Action on Award of Contract for the Emergency Operations Center Security Upgrades Project to Arrow Fencing and Related Budget Amendments

COUNCIL PILLAR
Deliver and Enhance High Quality Efficient Services and Infrastructure

BACKGROUND
The City’s Emergency Operations Center (EOC) is maintained to be response-ready and serves as the City’s hub for emergency management activities in support of large-scale emergencies and planned events. The EOC is co-located with the Santa Clara Police Department’s Live Fire Shooting Range at 1990 Walsh Avenue, adjacent to Fire Station #2 (Attachment 1). The EOC is a critical facility for the City and must be available for activation at all times.

The Emergency Operations Center Security Upgrades Project (Project) was established as part of the FY 2024/25 and FY 2025/26 Adopted Biennial Capital Improvement Program Budget. The Project will improve site security by installing security fencing and access gates (vehicle and pedestrian) surrounding the property. The Project scope also includes associated electrical work, signage, push- pad controls and accessible parking in accordance with Americans with Disabilities Act (ADA) requirements.

DISCUSSION
In May 2025, a competitive Request for Bids (RFB) for construction of the Project was published on the City’s bid notification system, BidNet Direct. The RFB was viewed by various vendors, including contractors, suppliers, plan rooms, and builder exchanges, among others. Additional vendors were able to view the RFB as members of various plan rooms and builder exchanges. Staff also reached out directly to contractors and vendors who had viewed similar projects in the past.

On May 29, 2025, the bid opening for the Project was held via video conference. Four bids were received ranging from $558,000 to $599,530. The Bid Summary is included as Attachment 2. The lowest bid, submitted by Woida Enterprises, Inc., dba Arrow Fencing (Arrow Fencing) in the amount of $558,000, is 1.1 percent below the Engineer’s Estimate of $564,000. Arrow Fencing’s bid was reviewed by staff for compliance with the terms and conditions of the bid documents and has been determined to be the lowest responsive and responsible bid. Staff recommends awarding the construction contract to Arrow Fencing.

The award of contract will allow construction of the Project to commence. Substantial completion of the Project is anticipated by the end of 2025. The date may be subject to change based on any unforeseen conditions discovered during construction or extended delivery dates by materials or City of Santa Clara Printed on 7/3/2025Page 1 of 4
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25-569 Agenda Date: 7/8/2025
equipment suppliers. The contract includes prevailing wage requirements.

ENVIRONMENTAL REVIEW
This project being considered is exempt from the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15311, “Accessory Structures,” as the activity consists of the construction of minor structures accessory to an existing institutional facility.

FISCAL IMPACT
The approximate cost of the contract is $558,000, plus a 15 percent contingency in the amount of $83,700 for any potential change orders, for a total not-to-exceed contract amount of $641,700. The Emergency Operations Center Security Upgrades Project in the Fire Department Capital Fund has a budget of $149,540 in FY 2025/26, including $141,980 available for this contract. Additional funding in the amount of $499,720 is needed to fund this project due to higher than anticipated material costs and scope changes, including increased fencing length to accommodate future battery storage and related microgrid equipment, requirements to incorporate ADA improvements, and an automatic vehicle gate required by the Fire Department.

To cover this additional cost, staff recommends transferring $420,348 from the General Fund - Capital Projects Reserve and $79,372 from the Electric Operating Grant Trust Fund. The electric funds would cover the portion of the Project costs attributable to the Renewable Energy Microgrid Project. The Measure I General Obligations Bond Expenditure Plan also includes $250,000 for the Emergency Operations Center. If General Obligation Bond funds are later allocated to cover a portion of these additional costs, the Capital Project Reserve would be reimbursed upon issuance of the bonds.

Budget Amendment
FY 2025/26
Current Increase/
(Decrease)
Revised
Fire Department Capital Fund (536)
Revenues
Transfer from the General Fund -
Capital Projects Reserve
$0 $420,348 $420,348
Transfer from the Electric Operating
Grant Trust Fund
$0 $79,372 $79,372
Expenditures
Emergency Operations Center Security
Upgrades Project
$149,540 $499,720 $649,260
General Fund (001)
Expenditure
Ending Fund Balance - Capital Project
Reserves
$8,834,572 ($420,348) $8,414,224
Transfer to the Fire Capital Fund $0 $420,348 $420,348
Electric Operating Grant Trust Fund
(191)
Expenditure
Ending Fund Balance - Greenhouse
Gas Program
$12,714,739 ($79,372) $12,635,367
Transfer to the Fire Department Capital
Fund
$0 $79,372 $79,372
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Current Increase/
(Decrease)
Revised
Fire Department Capital Fund (536)
Revenues
Transfer from the General Fund -
Capital Projects Reserve
$0 $420,348 $420,348
Transfer from the Electric Operating
Grant Trust Fund
$0 $79,372 $79,372
Expenditures
Emergency Operations Center Security
Upgrades Project
$149,540 $499,720 $649,260
General Fund (001)
Expenditure
Ending Fund Balance - Capital Project
Reserves
$8,834,572 ($420,348) $8,414,224
Transfer to the Fire Capital Fund $0 $420,348 $420,348
Electric Operating Grant Trust Fund
(191)
Expenditure
Ending Fund Balance - Greenhouse
Gas Program
$12,714,739 ($79,372) $12,635,367
Transfer to the Fire Department Capital
Fund
$0 $79,372 $79,372

COORDINATION
This report has been coordinated with the Finance Department, Silicon Valley Power, 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 that the proposed actions are exempt from CEQA pursuant to Section 15311 (Accessory Structures) of Title 14 of California Code of Regulations;

2. Award the Public Works Contract for the Emergency Operations Center Security Upgrades Project to Arrow Fencing, the lowest responsive and responsible bidder, in the amount of $558,000 and authorize the City Manager to execute any and all documents associated with, and necessary for the award, completion, and acceptance of this Project, in final forms approved by the City Attorney;

3. Authorize the City Manager to execute change orders up to approximately 15 percent of the original contract price, or $83,700, for a total project budget not to exceed amount of $641,700, in final forms approved by the City Attorney; and

4. Approve the following FY 2025/26 budget amendments for the funding of the project:
a. In the Fire Department Capital Fund, recognize transfers of $420,348 from the General Fund - Capital Projects Reserve and $79,372 from the Electric Operating Grant Trust Fund, and increase the Emergency Operations Center Security Upgrades Project by $499,720 (five affirmative Council votes required to appropriate additional revenue ); b. In the General Fund, establish a transfer to the Fire Department Capital Fund and decrease the Capital Projects Reserve by $420,348 (five affirmative Council votes required for the use of unused balances ); and
c. In the Electric Operating Grant Trust Fund, establish a transfer to the Fire Department Capital Fund and decrease the Ending Fund Balance - Greenhouse Gas Program by $79,372 (five affirmative Council votes required for the use of unused balances ).

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25-569 Agenda Date: 7/8/2025
Reviewed by: Craig Mobeck, Director of Public Works
Approved by: Jovan Grogan, City Manager

ATTACHMENTS

1. Project Location Map

2. Bid Summary
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Attachment 1

Emergency Operations Center Security Upgrades Project
Location Map

Attachment 2
Bid Summary

EMERGENCY OPERATIONS CENTER

SECURITY UPGRADES PROJECT
(CE 24-25-08)

BID SUMMARY Bid Opening Date: May 29, 2025
ENGINEER’S ESTIMATE: $ 564,000
Contractor Total Bid ($) Percentage above/below
Engineer’s Estimate
Woida Enterprises Inc., dba Arrow
Fencing $ 558,000 1.1% below
CWS Construction Group Inc. $ 595,000 5.5% above
Rodan Builders Inc. $ 599,000 6.2% above
Tucker Construction Inc. $ 599,530 6.3% above

City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
25-624 Agenda Date: 7/8/2025

REPORT TO COUNCIL

SUBJECT
Informational Report on 2025 Q2 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.

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· 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 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 Q2 Legislative Update prepared by Townsend summarizes key state and federal updates that have occurred recently (Attachment 1). Townsend has also provided a 2025 Q2 Legislative Bill Matrix that outlines key state legislation that staff and Townsend are tracking (Attachment 2). The bills are summarized and grouped by LAP topic or legislative entity.

City action on legislative items for the quarter is documented in the 2025 Q2 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 Q2 legislative updates.

Reviewed by: Christine Jung, Deputy City Manager
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25-624 Agenda Date: 7/8/2025
Approved by: Jovan D. Grogan, City Manager

ATTACHMENTS

1. 2025 Q2 Legislative Update by Townsend Public Affairs

2. 2025 Q2 Legislative Bill Matrix

3. 2025 Q2 Legislative Action Summary
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M E M O R A N D U M

To: City of Santa Clara

From: Townsend Public Affairs
Casey Elliott, Vice President

Date: June 17, 2025

Subject: Q 2
Legislative Update

The month of May was marked by key statutory deadlines for both the State Budget and the Legislature. On May 14
th, Governor Newsom released the 2025-26 May Revision to his January budget proposal, reflecting updated revenue projections influenced by tax returns, inflation, and federal monetary policy. These adjustments may lead to additional spending cuts or the restoration of previously reduced programs.

Meanwhile, the Legislature faced two major deadlines: the Appropriations Committees’ Suspense File hearings and the House of Origin deadline. On May 23, both Appropriations Committees considered hundreds of bills with fiscal impacts, using the Suspense File process to determine which measures would advance. Bills may be held for various reasons, including duplicative proposals, shifting author priorities, or political or fiscal infeasibility, especially in light of the state’s projected budget deficit.

State Budget – May Revise

On May 14
th, Governor Newsom provided a presentation overview of the state’s updated budget proposal. The May Revision, or “May Revise,” is an update to the January budget proposal that reflects new revenue projections, economic trends, caseload updates, and evolving policy priorities. The May Revise provides the Governor with an opportunity to modify funding proposals and strategies ahead of final budget negotiations with the Legislature. By law, the Legislature must pass and send to the Governor a balanced budget by June 15. The 2025 May Revise responds to significant fiscal pressures and broader macroeconomic uncertainty, particularly in light of federal policy developments and inflationary pressures affecting state program costs.

With a combination of fund shifts, borrowing, reserve spending, and cost reductions, the May Revise mitigates a purported $12 billion deficit in the 2025-26 budget year, while the Department of Finance forecasts annual shortfalls of $14 billion in 2026- 27, $19 billion in 2027- 28, and $13 billion in 2028- 29. The Health and Human Services piece of the budget saw the largest cost reductions across Medi-Cal premiums and eligibility, long-term care benefits, payments to health centers and rural health clinics, and In- Home Supportive Services, among others. The May Revise also proposes a 15-year extension (to 2045) of the state’s cap-and-trade program, to be redubbed Cap-and-Invest, with a dedicated $1 billion annual commitment to the High-Speed Rail project, and a shift in funds from the Greenhouse Gas Reduction Fund for CAL FIRE operations.

While the May Revise does not propose new large-scale housing funding, the Governor signaled support for the housing and infrastructure bond considered by the Legislature for placement on

T -WNSEND

PUBLIC AFFAIRS
EST TPA 1998
the November 2026 ballot. To streamline housing production, the Governor emphasized reducing permitting delays and stronger accountability for local jurisdictions, even suggesting that future budget trailer language could build upon CEQA and permit streamlining efforts already underway this session. On the homelessness front, the May Revise includes limited new funding for homelessness programs, but reiterates the Administration’s focus on accountability and performance outcomes. The revised budget proposal does not include a renewed round of the Homeless Housing, Assistance, and Prevention program, which typically provides $1 billion in flexible funding to local governments to address homelessness. The future of this program is likely to be hashed out through negotiations with the Legislature. A full summary of the May Revise can be found here.

Following the release of the May Revise, the Legislature has begun to undertake a series of informational hearings, as well as closed door negotiations, that will help to shape the final budget that will be approved by the Legislature prior to the constitutional deadline of June 15th.

Legislature Releases and Adopts Budget Plan

On June 9
th, the Legislature’s Assembly and Senate Leadership announced their agreement on a budget plan in response to the Governor’s May Revise. The Senate Budget and Fiscal Review Committee published a 24-page budget summary outlining the budget agreement reached with Assembly leadership. The corresponding Assembly Budget Committee report was released soon thereafter.

The Legi
slature’s summary explains how California’s fiscal outlook has worsened since January driven primarily by weaker economic growth tied to federal tariff policies, resulting in an estimated $16 billion drop in projected revenues. Additional strain has come from rising Medi-Cal costs and increased emergency spending in response to recent wildfires in LA County.

The budget priorities released this morning highlight major state investments in housing, homelessness response, local government support, and transportation infrastructure.

Overall, the Legislature’s budget plan includes $3.5 billion in reductions for 2025–26, growing to over $12 billion in ongoing savings. It also reflects $7.8 billion in revenue and borrowing solutions for 2025– 26, along with $1.0 billion from other measures such as fund shifts, deferrals, and delays.

Key highlights include:

Housing Affordability Package
The package takes a broad approach to addressing housing affordability by boosting the pace of new construction, increasing funding for affordable housing initiatives, revising the Renters Tax Credit to better support low- and middle-income residents, and easing the path to homeownership by eliminating the traditional 20% down payment requirement and lowering monthly mortgage payments by up to 30%. It includes the following core measures:

Affordable Housing
The budget directs significant resources toward affordable housing through two major funding streams:
• $500 million in supplemental state Low-Income Housing Tax Credits (LIHTC), which helps unlock additional federal financing.
• $120 million for the Multifamily Housing Program, supporting a range of rental housing projects targeting low- and moderate-income households.

These investments aim to expand the reach of state dollars by leveraging other public and private funding sources.

Housing Production
To accelerate new housing development, the Legislature supports the Governor’s proposal (pending final trailer bill negotiations) which includes streamlining approval processes and testing new financing models. These efforts are being shaped by provisions in AB 609 (Wicks) and SB 607 (Wiener), which are serving as the framework for forthcoming trailer bill language.

Rental Assistance
Pending final legislative agreement, the Renters Tax Credit is set for major reform to provide more meaningful relief, especially for renters with dependents. If enacted, the revised credit could take effect in the 2026–27 fiscal year, offering expanded tax benefits to help offset housing costs for low- and moderate-income tenants.

Homeownership Access
To promote equitable access to homeownership, the budget includes $300 million for the California Dream for All program, which helps first-time buyers overcome major financial barriers.

This initiative is designed to promote generational wealth and homeownership stability across communities statewide.

Homelessness
Encampment Resolution Fund (ERF)
Reduces the 2025-26 ERF appropriation by $100 million.

Homelessness Response Funding
Allocates $500 million in fiscal year 2026- 27 to the Homeless Housing, Assistance, and Prevention (HHAP) program, ensuring continued flexible funding for local jurisdictions to implement homelessness solutions, with strong oversight and accountability requirements.

Enforcement and Oversight Expansion
Authorizes increased staffing and resources for the Housing and Homelessness Accountability, Results, and Partnership (HHARP) unit within the Department of Housing and Community Development (HCD) to strengthen local government compliance with state housing and homelessness mandates through both collaborative support and enforcement tools.

Emergency Relief for Local Governments
The Legislature’s budget framework authorizes emergency loans to support recovery efforts in Los Angeles and to stabilize Bay Area transit operations during ongoing fiscal challenges.

Specifically, Los Angeles-area local governments may access up to $1 billion over the next two years to aid in recovery from recent wildfires, while Bay Area transit agencies will be eligible to borrow up to $750 million over the same period as they address budget shortfalls and await the recovery of local revenue sources.

These loans are structured to support the fiscal health of two critical regions to the state’s economy, with the goal of promoting long- term economic stability. Loans will only be issued to jurisdictions that demonstrate a clear capacity for repayment, with specific terms to be outlined in forthcoming budget trailer bill language. Repayments will be credited to the state in the same fiscal year the loans are disbursed, ensuring no adverse impact on the state’s long- term fiscal position.

Public Safety
In the area of public safety, the Legislature incorporates the Governor’s proposed phased reductions to the California Department of Corrections and Rehabilitation budget, starting with $230 million in savings in 2025-26 and growing to approximately $1 billion annually by 2028-29.

The plan also includes the Governor’s proposal to close one state prison, generating $150 million in ongoing savings, and approves reductions to the Jury Duty Pilot Program, resulting in $27.5 million in savings. Additionally, the Legislature agrees with the Governor’s proposal to loan $150 million from the Unfair Competition Law Fund to the General Fund.

However, the Legislature diverges from the Governor’s plan by rejecting a proposed $50 million cut to the Flexible Cash Assistance for Survivors of Crime program, thereby maintaining critical support for vulnerable individuals. The budget also provides a one-time allocation of $100 million for the implementation of Proposition 36, underscoring the Legislature’s continued commitment to public safety and criminal justice reform.

On June 13
th, the Senate and Assembly convened floor sessions to take up SB 101, the bill that reflects the Legislative budget priorities that were announced at the beginning of last week. Both houses held several hours of debate, during which members offered wide -ranging commentary on the proposed spending plan. Lawmakers emphasized the budget’s investments in critical policy areas such as education, health and human services, infrastructure, affordable housing, and public safety. At the same time, several members voiced concerns about the impact of proposed reductions and the reliance on one-time solutions to address structural imbalances.

Ul
timately, SB 101 was passed by both houses, allowing the Legislature to fulfill its constitutional obligation to adopt a balanced budget by the statutory deadline. The budget bill was sent to the Governor and he has until June 27th to act on the measure.

While the passage of the budget bill will satisfy the constitutional requirement, it does not reflect an overall budget agreement between the Legislature and the Administration. Budget negotiations will continue over the coming days, and once an overall budget agreement has been reached, the Legislature will approve a series of budget trailer bills to implement the agreement.

The final budget negotiations are expected to continue in for several days with the aim of approving a final budget package prior to the beginning of the new fiscal year on July 1 st.

Appropriations Committees Consider the Fate of Hundreds of Bills

On May 23
rd, the Assembly and Senate Appropriations Committees held their respective Suspense File hearings to evaluate legislation from their house of origin with fiscal implications.

This process serves as a “fiscal filter” for active bills before they are sent to the floor for final consideration. Typically, any bill with a fiscal impact drawing on state budget resources is placed on the fiscal committee’s “Suspense File.”

The Suspense File is essentially an accumulation of bills that have passed through their policy committee process to assess their fiscal impact to ensure their draw on state resources isn’t unbudgeted or duplicative of existing efforts. Pursuant to statutory deadlines, fiscal committees must pass these bills by May 23, before they are passed onto their first house floor for consideration by the entire legislative body by June 6.

Suspense File hearings are known for their brisk pace, with Committee Chairs announcing the outcomes of hundreds of bills in rapid succession. Traditionally, the first suspense hearings of a legislative session happen in May, when lawmakers and their staff have a better idea of the budget picture for that year. Given the recent budget projections of an increasing budget deficit, lawmakers exercised prudence in moving forward bills with big price tags.

Of the 666 bills considered during the Assembly Appropriations Committee’s Suspense File hearing, 435 passed, and 231 were held and deemed inactive for the remainder of the Session.

Similarly, the Senate Appropriations Committee’s Suspense File Agenda featured 432 total bills 307 of which were passed, and 114 were held and deemed inactive, and 11 became “2 -Year” measures.

In total, there were 1,098 bills in the Suspense Files between both Committees; 742 passed to their House Floors, with 356 measures held in committee, for a 32.4% hold rate.

Senate Bill 79 (Wiener) Latest Amendments Released

In May, significant amendments were made to SB 79 (Wiener), which proposes to streamline the approval of certain housing developments located near transit-oriented development (TOD) stops. The bill would require qualifying housing projects on residential, mixed-use, or commercial sites to be allowed by right if they meet specified criteria. It also establishes height and density standards based on proximity to TOD stops and presumes that local denial of eligible projects in high-resource areas violates the Housing Accountability Act. Additionally, qualifying developments would be eligible for streamlined ministerial approval.

Key
amendments taken to the bill in May include:

• Revising the definition of “urban transit county” to mean a county with “more than 15 rail stations”, instead of “15 or more rail transit stops.”
• Adding a severability clause.
• Removing proposed changes to the Surplus Land Act, thereby reverting that section to current law.
• Eliminating provisions that would have made housing projects within one- half mile of a TOD stop allowable on “qualified light industrial sites.” o As a result, the definition of “qualified light industrial site” was removed, along with related provisions that would have allowed local ordinances or plans to exempt such sites from the bill’s requirements.
• Clarifying standards for residential developments located more than one-quarter mile but within one-half mile of a Tier 3 TOD stop:
o In urban transit counties, such developments may be built up to 45 feet high or up to the local height limit, whichever is greater.
o In non-urban transit counties, developments may be built up to the local height limit.

On June 3
rd, SB 79 was considered on the Senate Floor. The measure ended up passing with a vote of 21 -13. The bill is now in the Assembly where it has been referred to three policy committees for consideration. The measure will need to be considered, and approved, by all three committees prior to the policy committee deadline on July 18 th.

Proposition 1 Funding Update

The California Department of Health Care Services (DHCS) has announced a significant new funding opportunity through the Behavioral Health Continuum Infrastructure Program (BHCIP) as part of Proposition 1, approved by voters in March 2024. This next phase—Round 2: Unmet Needs—makes more than $800 million available in competitive grants to support the development of behavioral health facilities across the state.

Funded through the Behavioral Health Infrastructure Bond Act of 2024, this round of BHCIP aims to close critical gaps in California’s behavioral health care system. The funding will support the construction, acquisition, or rehabilitation of facilities that expand access to mental health and substance use disorder treatment, particularly for underserved and high-need populations. These include Medi-Cal beneficiaries, individuals experiencing homelessness, veterans, older adults, people with disabilities, and children and youth.

In keeping with the state’s broader priorities, eligible projects must promote equity, support community-based alternatives to incarceration or hospitalization, and help individuals receive care in the least restrictive and most cost-effective settings. Regional partnerships, public-private collaborations, and service models that build new capacity are strongly encouraged.

Eligible applicants for this round of funding include cities, counties, tribal entities, nonprofit organizations, and for -profit organizations. Notably, for -profit entities without prior behavioral health experience must apply in partnership with an experienced service provider, such as a local government or nonprofit agency. All applicants must commit to serving Medi -Cal members and demonstrate project readiness at the time of application.

This round of the program anticipates funding a range of community -based behavioral health settings, such as:
• Crisis residential treatment centers
• Peer respite programs
• Outpatient and residential substance use disorder treatment facilities • Crisis stabilization units
• Behavioral health urgent care clinics
• Short-term and long-term psychiatric residential programs

Projects must result in new or expanded capacity; funding will not support renovation of existing services or cover cost overruns from prior BHCIP awards. Correctional settings and school-based facilities are not eligible.

To be eligible to receive funding from this program, applicants must participate in a mandatory Pre-Application Consultation (PAC) process. Registration for PACs opens June 2, 2025, and all consultations must be completed by October 1, 2025. Applications are due no later than October 28, 2025. Award announcements are expected in Spring 2026. Applications will be evaluated on several criteria, including alignment with state priorities, demonstrated expansion of behavioral health services, financial and operational readiness, and local stakeholder support. Preference will be given to projects that serve high- need populations and regions with limited existing behavioral health infrastructure.

For full application materials, technical assistance resources, and updates, prospective applicants should visit the official BHCIP website: https://infrastructure.buildingcalhhs.com.

State Officials Challenge Federal Action on Clean Air Policy

On May 22 nd, Governor Gavin Newsom and Attorney General Rob Bonta announced plans to challenge a recent U.S. Senate vote aimed at revoking California's longstanding authority to set its own vehicle emissions standards under the Clean Air Act. The Senate, in a 51- 44 vote, approved a measure to nullify the Environmental Protection Agency’s (EPA) waivers that allow California to enforce stricter emissions regulations, including its requirement that all new vehicles sold be electric by 2035. California’s authority to implement its own emissions standards, granted in the 1970s, has played a critical role in the state's efforts to combat air pollution. State officials argue that eliminating this authority could pose significant environmental and public health risks, especially in areas already burdened by poor air quality.

Al
though the Senate action has not yet become law and is expected to face legal challenges and a potential presidential veto, it marks a notable escalation in federal resistance to state-led clean transportation policies.

If the effort to revoke or limit EPA waiver authority succeeds, it would:

• Invalidate the waiver needed for the private and drayage fleet portions of the ACF regulation;
• Prevent California from requiring manufacturers to sell ZEV trucks; and • Potentially stall or unwind similar regulations in other states that follow California’s lead.

Public fleets remain subject to ACF regardless of the waiver status. Because local agencies are governed directly by state law, the state retains the authority to require public fleets — cities, counties, special districts, and state departments — to transition to zero-emission vehicles under the ACF timeline.

Local governments should expect the following:
• Continued compliance obligations under the public fleet provisions of ACF (e.g., 50% ZEV procurement in 2024; 100% by 2027);
• Ongoing reporting, procurement planning, and grant-seeking responsibilities; and • Potential reprioritization of state incentives and support programs if private sector enforcement is delayed due to federal actions.

At the same time, local agencies may face:
• Supply chain impacts if manufacturer ZEV sales obligations are halted; • Shifting market dynamics that could increase costs or delay the availability of compliant fleet vehicles; and
• Uncertainty for joint procurement efforts with private sector partners or regional collaboratives.

While the recent Senate vote introduces uncertainty regarding the future of California’s zero - emission truck regulations for the private sector, local government fleets remain subject to the ACF regulation and are still expected to comply. With the Governor and Attorney General initiating legal action in response to the potential revocation of the state’s federal waivers, the matter is now expected to proceed through the courts.

Governor Newsom Issues Model Ordinance and Executive Order on Homeless Encampments

Following the U.S. Supreme Court’s recent Grants Pass v. Johnson decision affirming that jurisdictions may regulate encampments when adequate shelter is available, Governor Newsom issued Executive Order N -1-24, directing state agencies to adopt and encourage humane, enforceable protocols for addressing encampments on public property. In response, the state has released a model ordinance that offers a flexible framework for cities and counties to manage encampments while ensuring access to shelter and services.

The m
odel ordinance reflects three foundational principles:

1. No criminalization of unsheltered individuals when adequate shelter options are unavailable.

2. Prioritization of shelter and supportive services in all enforcement actions, with respect for the dignity and property of those affected.

3. Preservation of local authority to address public health, safety, and accessibility concerns in public spaces.

Supporting those principles, the model ordinance would prohibit semi -permanent structures and long-term encampment (3+ nights in the same spot or within 200 feet), particularly near sensitive areas like schools, sidewalks, and rights -of-way. Notice and outreach are required 48 hours before clearing an encampment, and offers of shelter and services must precede enforcement.

Items of value and personal belongings are required to be stored for at least 60 days, but items posing health or safety hazards may be disposed of immediately.

Governor’s 2025 Reorganization Plan Could Reshape State Housing and Homelessness Delivery

Governor Newsom has proposed a 2025 Reorganization Plan that would significantly restructure the state’s housing and homelessness functions by creating a new California Housing and Homelessness Agency (CHHA). The plan would consolidate key departments currently under the Business, Consumer Services, and Housing Agency (BCSH) —including HCD, CalHFA, and elements of the Civil Rights Department—into CHHA, and establish a new Housing Development and Finance Committee to coordinate housing-related funding and asset management statewide.

For local agencies, the reorganization is intended to streamline access to state programs, reduce administrative burdens, and improve policy coordination across departments. However, the transition could also affect how housing and homelessness resources are administered, particularly around grant oversight, compliance, and funding allocations.

The Little Hoover Commission has reviewed the proposal, and formal legislative consideration will begin Monday, May 13 at 9:00 AM with a joint hearing of the Assembly Business and Professions Committee and the Assembly Housing and Community Development Com mittee.

The Legislature has 60 days to review, amend, or reject the plan. If no action is taken, the reorganization will take effect automatically.

Local governments are encouraged to track the process closely, engage with their legislative delegations, and submit input to ensure that implementation priorities reflect on -the-ground realities. More information, including the full plan, is available here.

Legislative Calendar

Below are the upcoming relevant dates for the Legislature:

June 15
th – Deadline for Legislature to pass a budget bill
July 18th – Deadline for Second House policy committees to pass measures July 19th – August 18th – Legislative Summer Recess
August 29th – Deadline for Second House fiscal committees to pass measures September 12th – Final day of session. Interim session begins upon adjournment

Priority Bills

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 on the Assembly Floor (71-9) and is the Senate Housing Committee awaiting consideration.

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 was approved by the Senate Transportation Committee (13-0) and has been referred to the Senate Appropriations Committee for consideration.

AB 650 (Papan) – Housing element: regional housing needs allocation Current law, under the Planning and Zoning Law, requires a public agency to administer its progr
ams and activities relating to housing and community development in a manner to affirmatively further fair housing, and take no action that is materially incons istent with its obligation to affirmatively further fair housing. Current law defines “affirmatively furthering fair housing,” as provided. 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. Status: This measure

PRIORITY LEGISLATION
was approved on the Assembly Floor (79- 0) and is in the Senate awaiting referral to policy committee.

AB 888 (Calderon) – California Safe Homes Grant Program This bill would establish the California Safe Homes grant program to be developed by the Department of Insurance to reduce local and statewide wildfire losses, among other things. The bill would require the department to prioritize specified needs when awarding grant funds, and would require eligible program applicants, which would include individuals, cities, counties, and special districts, to meet specified criteria. The bill would establish the Sustainable Insurance Account within the Insurance Fund and would make the funds available to the department for the program upon appropriation by the Legislature or upon receipt of federal or other grants or funds.

The bill would require the department to collect specified information about the performance of the program and, on or before January 1, 2027, and every 2 years thereafter, to publish a performance report that would be posted to its internet website and submitted to the Legislature.

Status: This measure was approved on the Assembly Floor (79-0) and is in the Senate awaiting referral to policy committee.

SB 79 (Wiener) – Planning and zoning: transit-oriented development This bill would require that a housing development project , p roposed within a specified distance of a transit-oriented development (TOD) stop, be an allowed use on any site zoned for residential, mixed, or commercial development, if the development complies with applicable requirements.

The bill would establish requirements concerning height limits, density, and floor area ratio in accordance with a development’s proximity to specified tiers of TOD stops. The bill would provide that, for the purposes of the Housing Accountability Act, a proposed development consistent with the applicable standards of these provisions shall be deemed consistent, compliant, and in conformity with prescribed requirements. Status: This measure was approved on the Senate Floor (21-13) and is now in the Assembly awaiting referral to a policy 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 bill would include in the list of eligible projects grants to the above-mentioned entities for improvements to public evacuation routes in very high and high fire hazard severity zones, mobile rigid dip tanks to support firefighting efforts, prepositioned mobile rigid water storage, and improvements to the response and effectiveness of fire engines and helicopters. Status: This measure was held in the Senate Appropriations Committee on the Suspense File. The measure is now a two-year bill and not eligible for additional consideration until January 2026.

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, as specified. This bill would exempt from that law an artist who draws, paints, applies, executes, restores, or conserves a mural pursuant to an agreement with a person who could legally authorize the work. Status: This measure was approved on the Senate Floor (38-0) and is now in the Assembly awaiting referral to a policy committee.

SB 496 (Hurtado) – Advanced Clean Fleet Regulation: appeals advisory committee This bill would require the state board to establish the Advanced Clean Fleets Regulation Appeals Adv
isory 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 made publicly available on the state board’s internet website. Status: This measure was held in the Senate Appropriations Committee on the Suspense File. The measure is now a two- year bill a nd not eligible for additional consideration until January 2026.

SB 569 (Blakespear) – Department of Transportation: homeless encampments This bill would require the Department of Transportation to establish a dedicated liaison to, among other things, facilitate communication with local governments and relevant state agencies with regard to addressing homeless encampments within the state highway system and to oversee the development and implementation of delegated maintenance agreements between local agencies and the department in which both work together to reduce and remove homeless encampments within the department’s jurisdiction. The bill would authorize the department to grant a single general entry permit for the duration of a delegated maintenance agreement to conduct activities authorized by the bill. The bill would require the department to submit an annual report to the Legislature summarizing specified information and recommendations regarding homeless encampments. Status: This measure was approved on the Senate Floor (38-0) and has been referred to the Assembly Transportation Committee for consideration.

SB 634 (Perez) – Homelessness: civil and criminal penalties This bill woul d prohibit a local jurisdiction from adopting a local ordinance, or enforcing an existing ordinance, that prohibits a person or organization from providing support services to a person who is homeless or assisting a person who is homeless with any act related to basic survival. The bill would define various terms for these purposes. The bill would include findings that changes proposed by this bill address a matter of statewide concern rather than a municipal affair and, therefore, apply to all cities, including charter cities. Status: This measure was approved on the Senate Floor (23-11) and is now in the Assembly awaiting referral to a policy committee.

SB 701 (Wahab) – Signal jammers
Current law makes it an infraction to possess or equip a vehicle with a device that is capable of int
erfering with a device used by a law enforcement agency to measure the speed of moving objects and makes it a misdemeanor to possess four or more of those devices. This bill would make it a crime to manufacture, import, market, purchase, sell, or operate a signal jammer unless authorized to do so by the Federal Communications Commission, punishable by forfeiture of the signal jamming device, and either as an infraction or a misdemeanor. Status: This measure was approved on the Senate Floor (38- 0) and has been referred to the Assembly Public Safety Committee for consideration.

SB 707 (Durazo) – Open meetings: meeting and teleconference requirements This bill would, until January 1, 2030, require an eligible legislative body 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 2 -way telephonic service or a 2-way audiovisual platform, as defined, and that the eligible legislative body take specified actions to encourage residents to participate in public meeting. Status: This measure was approved on the Senate Floor (24-6) and is now in the Assembly awaiting referral to a policy committee.

This month, the House advanced its contribution to the budget reconciliation process by passing H.R. 1, the One Big Beautiful Bill Act, and formally initiated the Appropriations process after the President released a skinny budget request.

The White House kept its attention on foreign conflicts and economic diplomacy, attempting to negotiate trade deals and long- term stability in Ukraine, Gaza, and Iran. Meanwhile executive agencies began implementing the President’s January and February executive orders, cancelling grants and shifting funding towards Administration priorities.

The One Big Beautiful Bill Act Passed by House, Now Faces Amendment in the Senate

On May 22
nd, the House passed H.R. 1, the One Big Beautiful Bill Act (OBBBA), their contribution to the budget reconciliation package aimed at delivering major portions of President Donald Trump’s agenda. The bill now heads to the Senate where it is expected to undergo additional changes in the coming weeks. The bill makes permanent the lower income tax rates from the 2017 Tax Cuts and Jobs Act (TCJA), provides $150 billion in additional defense and border funding, restarts construction of the border wall, and raises the debt limit by $4 trillion. It also includes a number of policies the President promised to deliver on the campaign trail that will expire by the end of his presidency, including a standard deduction increase for individuals (with an enhancement for seniors), a child tax credit supplement, no tax on tips and overtime, and a new deduction on interest for car loans. It also increases the State and Local Tax Deduction limit (SALT Cap) to $40,000, with an income limit of $500k.

To
offset the cost of these policies, longer -standing Republican priorities were added, including welfare program reforms affecting the Supplemental Nutrition Assistance Program (SNAP) and Medicaid, along with reforming student aid and federal pensions, eliminating clean energy tax credits, and rescinding funding for financial watchdogs like the Consumer Financial Protection Bureau.

Republicans in the Senate have indicated their eagerness to amend the package, preserving the energy tax credits and softening the social safety net reforms. Speaker Mike Johnson pushed back on potential changes, citing the approaching X Date, when the US would hit the debt limit and begin to default on its financial obligations, in Mid-August as a fast approaching deadline for passing the bill, which would raise the debt limit.

The Speaker and Senate Majority Leader John Thune have committed to a July 4 th deadline for
delivering the OBBBA to the President’s desk.

Appropriations Process Began in Earnest, Frustration Grows Over Lack of Full Presidential Budget Request

The appropriations process began in earnest this month when the President released a “skinny” budget request on May 2
nd. The request broadly seeks to codify the cuts made by the Department of Government Efficiency Service (DOGE), lower funding levels or eliminate legacy formula

FEDERAL LEGISLATIVE UPDATES
programs not aligned with the Administration’s priorities, and increase defense and immigration enforcement spending.

Due to the drastic nature of the cuts and the lack of specificity on hundreds of programs normally included in a presidential budget request, the document has been seen on Capitol Hill as more of a statement of values than a substantive negotiating framework. Cabinet secretaries spent the middle of the month testifying before the House and Senate Appropriations Committees on the request, and how proposed budget cuts would affect their agencies.

Despite this progress, there is growing frustration with the White House over the lack of a full budget request. A letter from the Ranking Members on the House and Senate Appropriations Committees echoed the concerns expressed during some of the hearings, that there is a lack of clarity on the President’s priorities for funding hundreds of specific programs.

Hous
e Appropriations Chairman Tom Cole has committed to remaining as “close as possible” to the President’s skinny budget request, even releasing a markup calendar, but before markups, subcommittees and House Republican’s will have to release draft language with more specifics.

The draft language will also likely include lists of the approved Community Projects Funding (earmarks).

Senat
e Passes Congressional Review Act Recission of California’s Clean Air Act Waivers

On May 22
nd, the Senate voted to revoke a waiver under the Clean Air Act that allowed California to set its own emissions standards above the federal maximum, specifically to enforce an EV mandate. There are two more waivers covering the phase- out of medium -heavy duty diesel vehicles, and a stricter standard on smog-forming emissions being considered for revocation.

The c on
troversy around these waivers is that both the Senate Parliamentarian and the Government Accountability Office (GAO) have concluded the waivers are not regulations subject to the CRA. The waivers permit California to enforce higher emissions standards than the federal maximum established in the CAA and allows other states to adopt California’s higher standards if they choose. Environmental Protection Agency Administrator Lee Zeldin argued that the submission of the waivers as if they were regulations was sufficient for Congress to revoke them.

A group of Democratic Senators and Sen. Alex Padilla penned a letter arguing the opposite, stating allowing the vote would break precedent. Senate Minority Leader Chuck Schumer called the move a “nuclear” option effectively destroying the filibuster.

Hav
ing passed the House last month, the California Department of Justice and California Attorney General Rob Bonta committed to suing to preserve the waivers.

DOJ and DHS Formally Designate “Sanctuary Jurisdictions” to Withhold Funding From

Pursuant to the instructions in Executive Order (EO) 14287 and a prior Department of Justice (DOJ) memo, D OJ and the Department of Homeland Security (DHS) published a list of “sanctuary jurisdictions.” Under the EO, these jurisdictions could be prohibited from applying for/receiving federal funding from DOJ, such as upcoming grants for Community Oriented Policing Services (COPS).

In
the President’s first term, The Second Circuit Court of Appeals held that conditioning DOJ grants on immigration enforcement was allowed based on statute and the relevance of the grant’s purpose (law enforcement) with immigration enforcement. As the case never rose to the Supreme Court, it is likely another challenge will be brought depending on the penalties imposed on listed jurisdictions.

Governor Gavin Newsom Sues the Administration for a Preliminary Injunction on Tariffs

California Governor Gavin Newsom and Attorney General (AG) Rob Bonta have sued the Trump Administration over the implementation of tariffs, claiming the President is exceeding the emergency authority he used to implement the tariffs. The updated suit also estimated the tariffs in their current form will cost California consumers $25-40 billion and 64k jobs.

The A
G had previously vowed to sue the Administration in April following the President’s announcement of high “reciprocal tariffs” on what he then dubbed Liberation Day. Multiple pauses have kept the tariffs on all but Chinese goods around 10% as the Administration now seeks to negotiate new trade deals.

A previous attempt in the Senate to pass a resolution aimed at revoking the emergency authority was blocked by a procedural maneuver in the House stripping it of privileged consideration. It is unclear whether the lawsuit will be successful in obtaining a preliminary injunction.

DOT Begins Grant Cancellations Subsequent to February Executive Orders, More Expected to Come as Reviews Continue

Department of Transportation (DOT) Secretary Sean Duffy announced the termination of $54 million in grants that do not align with Administration priorities that the Secretary described as “woke.” These cancellations follow several executive orders (EO) by the President directing reviews of discretionary funding recipients to ensure alignment between the Administration and the spending, even if already obligated.

These
cancellations represent some of the first subsequent to the EOs, even though the Administration and the Department of Government Efficiency have broadly been cancelling grants and contracts since the inauguration. We expect more cancellations based on the EOs, which may be more durable against court challenges than prior cancellations.

Three of the seven cancelled grants were in California, one of which was for UC Davis’s National Center for Sustainable Transportation supporting “accelerating equitable decarbonization” research. The others were a University of Southern California (USC) project researching how “the transportation system creates and perpetuates inequities” and a San Jose State University grant for research on racial disparities in the impact of auto-focused transportation improvements.

City of Santa Clara
2025 Q2 Legislative Bill Matrix

Broadband, Cable Service and Wireless Telecommunications LAP

AB 353 Boerner (D) HTML PDF
Communications: broadband internet service providers: affordable home internet.

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Bill information
Status: 06/05/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

Summary: The Digital Equity Bill of Rights provides that it is the principle of the state to ensure digital equity for all residents of the state, that residents shall have access to broadband that meets specific requirements. The California Internet Consumer Protection and Net Neutrality Act of 2018 prohibits fixed and mobile internet service providers, as defined, that provide broadband internet access service, as defined, from engaging in specified actions concerning the treatment of internet traffic, including engaging in paid prioritization. This bill would require every California internet service provider, except as specified, to offer for purchase to eligible households, as defined, within their California service territory affordable home internet service that meets minimum speed requirements. The bill would also require every California internet service provider to make commercially reasonable efforts to promote and advertise the availability of affordable home internet service for eligible households, as provided. (Based on 06/03/2025 text)
Location: 06/05/2025 - Senate RLS.

Introduced: 01/30/2025 (Spot bill)

Current Text: 06/03/2025 - Amended
Last Amend: 06/03/2025

AB 470 McKinnor (D) HTML PDF
Telephone corporations: carriers of last resort.

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Bill information
Status: 05/23/2025 - From committee: Do pass and re-refer to Com. on RLS. (Ayes 12. Noes 0.) (May 23). Re-referred to Com. on RLS.

T WNSEND

P BL C FAIRS
Sr TPA 1998
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2ndHOl.lse
_______,D--·C>----O----{ }-----0--0----{ J~-{ }----{}----{ }-----{ J De:sck; Polic;y Fi5c1'1 Floo< Desio; PIJl•C')' Fiscol Floor ConfConc Enrolled ~ood Chopte,icd Summary: Current law vests the Public Utilities Commission with regulatory authority over public utilities, including telephone corporations. Current law authorizes the commission to fix just and reasonable rates and charges for public utilities. Current law requires the commission, on or before February 1, 1995, to issue an order initiating an investigation and open proceeding to examine the current and future definitions of universal service in telecommunications. Pursuant to that provision, the commission issued a decision involving carriers of last resort, including the withdrawal process for carriers of last resort, defined as a carrier who provides local exchange service and stands ready to provide basic service to any customer requesting such service within a specified area. This bill would provide procedures for telephone corporations, upon approval by the commission of specified advice letters filed by the telephone corporations, to be granted relief from their carrier of last resort obligations in areas where the United States Census Bureau reports no population and where telephone corporations provide no basic exchange service to any customer address located within their telephone service territory, and in areas that are well-served, as defined. The bill would require the commission, on or before December 15, 2026, to adopt a map designating well-served areas that are eligible to be amended status areas, as provided, and would require a telephone corporation, when applying for amended status in areas that are well-served, to seek commission approval for amended status in its service territory based on the map. The bill would require telephone corporations to fulfill specified conditions and meet certain notice requirements to be granted relief from their carrier of last resort obligations. (Based on 05/05/2025 text) Location: 05/23/2025 - Assembly RLS.

Introduced: 02/06/2025 (Spot bill)

Current Text: 05/05/2025 - Amended
Last Amend: 05/05/2025

Community Services LAP

AB 654 Caloza (D) HTML PDF
Homelessness resource telephone system.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

Summary: Would require the County of Los Angeles 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. By imposing new duties on the County of Los Angeles, the bill would impose a state-mandated local program. (Based on 04/21/2025 text)
Location: 06/04/2025 - Senate RLS.

Introduced: 02/13/2025

Current Text: 04/21/2025 - Amended
Last Amend: 04/21/2025

Emergency Management LAP

AB 262 Caloza (D) HTML PDF
California Individual Assistance Act.

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Bill information
Status: 06/11/2025 - Referred to Com. on G.O.

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, upon appropriation by the Legislature, 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. (Based on 05/23/2025 text)
Location: 06/11/2025 - Senate G.O.

Introduced: 01/16/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

AB 370 Carrillo (D) HTML PDF
California Public Records Act: cyberattacks.

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Bill information
Status: 05/28/2025 - Referred to Com. on JUD.

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: 05/28/2025 - Senate JUD.

Introduced: 02/03/2025

Current Text: 03/12/2025 - Amended
Last Amend: 03/12/2025

AB 624 Dixon (R) HTML PDF
Office of Emergency Services: federal grant funding; Community Relief Act.

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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 office 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.

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Bill information
Status: 06/04/2025 - Referred to Coms. on L. GOV. and HOUSING.

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. Current law, the California Emergency Services Act, among other things, authorizes a local em
ergency 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 require a local agency to approve or disapprove an application for a permit necessary to rebuild or repair an affected property, as defined and specified. The bill would require a local agency to approve an application, within 14 days of receipt of the application, for a construction permit for any of the specified structures
intended to be used by a person until the rebuilding or repair of an affected property is complete. (Based on 04/24/2025 text)
Location: 06/04/2025 - Senate L. GOV.

Introduced: 02/19/2025

Current Text: 04/24/2025 - Amended
Last Amend: 04/24/2025

AB 911 Carrillo (D) HTML PDF
Emergency telecommunications medium- and heavy-duty zero-emission vehicles.

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Bill information
Status: 06/11/2025 - Referred to Coms. on E.Q. and TRANS. -
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-·- - · --·--·--· - ----0--------0-Desi( Poli,i;y Fisc~I Floor ConfConc Enrollcd ~oed Chop~cd 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: 06/11/2025 - Senate E.Q.

Introduced: 02/19/2025

Current Text: 02/19/2025 - Introduced

SB 616 Rubio (D) HTML PDF
Community Hardening Commission: wildfire mitigation program.

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Bill information
Status: 06/09/2025 - Referred to Coms. on E.M and INS.

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 communit
y hardening standards and guidelines developed pursuant to the bill’s provisions, as specified. (Based on 02/20/2025 text)
Location: 06/09/2025 -
Assembly EMERGENCY

MANAGEMENT
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 plans.

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Bill information
Status: 06/04/2025 - Referred to Com. on E., U & C.

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. Current law authorizes a person proposing an energy storage system to file an application for certification with the commission --c::J □
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in lieu of any permit, certificate, or similar document required by any state, local, or regional agency, or federal agency, as provided. This bill would require that those applications also contain emergency response and action plans, to be paid for by the applicant, that incorporate 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. The bill would require that applications for an energy storage system also contain emergency response and action plans to be paid for by the applicant. (Based on 05/05/2025 text)
Location: 06/04/2025 - Senate E. U., & C.

Introduced: 02/13/2025

Current Text: 05/05/2025 - Amended
Last Amend: 05/05/2025

AB 1408 Irwin (D) HTML PDF
Electricity: interconnections.

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Bill information
Status: 06/11/2025 - Referred to Com. on E., U & C.

Summary: Would require the Independent System Operator (ISO) to integrate surplus interconnection considerations into its long-term transmission planning and enhance transparency around surplus interconnection opportunities. (Based on 05/05/2025 text) Location: 06/11/2025 - Senate E. U., & C.

Introduced: 02/21/2025

Current Text: 05/05/2025 - Amended
Last Amend: 05/05/2025

Housing LAP

AB 11 Lee (D) HTML PDF
The Social Housing Act.

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Bill information
Status: 06/11/2025 - Referred to Coms. on HOUSING and G.O.

Summary: 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: 06/11/2025 - Senate HOUSING
Introduced: 12/02/2024

Current Text: 12/02/2024 - Introduced

AB 253 Ward (D) HTML PDF
California Residential Private Permitting Review Act: residential building permits. --c::J □
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Bill information
Status: 04/23/2025 - Re-referred to Coms. on L. GOV. and HOUSING.

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: 04/23/2025 - Senate L. GOV.

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.

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Bill information
Status: 06/10/2025 - From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on HOUSING.

Summary: The California Building Standards Law establishes the California Building Standards Commission (commission) within the Department of General Services. Existing 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 submi tted 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 October 1, 2025, to 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 06/10/2025 text)
Location: 04/23/2025 - Senate HOUSING
Introduced: 01/23/2025

Current Text: 06/10/2025 - Amended
Last Amend: 06/10/2025

AB 311 McKinnor (D) HTML PDF
Dwelling units: persons at risk of homelessness.

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Desk Poli,i;y Fiscal Floor ConfConc Enrolled Vftoed Chopte,red Bill information
Status: 05/07/2025 - Referred to Com. on JUD.

Summary: Prior law, until January 1, 2024, authorized a tenant to temporarily permit the occupancy of their dwelling unit by a person who is at risk of homelessness, as defined, regardless of the terms of the lease or rental agreement, with the written approval of the owner or landlord of the
property, and subject to extension under certain circumstances. Prior law further authorized an owner or landlord to adjust the rent payable under the lease during the time the person who is at risk of homelessness is occupying the dwelling unit, as compensation for the occupancy of that person, and required the terms regarding the rent payable in those circumstances to be agreed to in writing by the owner or landlord and the tenant. This bill, until January 1, 2031, would reinstate the above-described provisions, and would include certain new provisions regarding occupancy. The bill would additionally define “person at risk of homelessness” to include any person who is displaced from their residence as a result of a disaster in a disaster- stricken area in which a state of emergency has been proclaimed by the Governor. The bill, among other things, would permit a tenant, with written approval of the owner or landlord, to temporarily permit the occupancy of their dwelling unit by a person who is at risk of homelessness and one or more common household pets owned or otherwise maintained by the person. (Based on 01/23/2025 text)
Location: 05/07/2025 - Senate JUD.

Introduced: 01/23/2025

Current Text: 01/23/2025 - Introduced

AB 590 Lee (D) HTML PDF
Social Housing Bond Act of 2026.

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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 Genera l 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 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
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Housing element: governmental constraints: disclosure statement.

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Bill information
Status: 06/09/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

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, 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. Cu rrent law provides that a
housing element or amendment is considered substantially compliant with the Housing Element Law when the local agency has adopted 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 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. 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 ordinances that directly impact the cost and supply of residential development. Current law also requires the analysis to demonstrate local efforts to rem
ove 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. (Based on 04/10/2025 text)
Location: 06/09/2025 - Senate RLS.

Introduced: 02/13/2025

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

AB 648 Zbur (D) HTML PDF
Community colleges: housing: local zoning regulations: exemption.

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Bill information
Status: 06/04/2025 - Referred to Coms. on ED. and 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 regulations of any city, county, or city and county when constructed on property owned or leased by a community college district if specific requirements are met. (Based on 05/05/2025 text)
Location: 06/04/2025 - Senate ED. Current Text: 05/05/2025 - Amended 2ndHOl.lse
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Last Amend: 05/05/2025

AB 670 Quirk-Silva (D) HTML PDF
Planning and zoning: housing element: converted affordable housing units.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

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: 06/04/2025 - Senate RLS.

Introduced: 02/14/2025

Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025

AB 712 Wicks (D) HTML PDF
Housing reform laws: enforcement actions: fines and penalties.

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Bill information
Status: 05/21/2025 - Referred to Coms. on HOUSING and JUD.

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 the public agency’s compliance with a housing reform law as applied to the applicant’s housing development project, 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 05/05/2025 text)
Location: 05/21/2025 - Senate HOUSING
Introduced: 02/14/2025

Current Text: 05/05/2025 - Amended
Last Amend: 05/05/2025

AB 726 Ávila Farías (D) HTML PDF
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Planning and zoning: annual report: rehabilitated units.

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Bill information
Status: 06/11/2025 - 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. 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: 06/11/2025 - Senate HOUSING
Introduced: 02/18/2025

Current Text: 02/18/2025 - Introduced

AB 736 Wicks (D) HTML PDF
The Affordable Housing Bond Act of 2026.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

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 04/10/2025 text)
Location: 06/04/2025 - Senate RLS.

Introduced: 02/18/2025

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

AB 750 Quirk-Silva (D) HTML PDF
Homeless shelters: safety regulations.

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Bill information
Status: 06/10/2025 - From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on HOUSING. 2ndHOl.lse
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Desio; Policy Fisa,I FIOOI' Desi( Poli(y Fisc:~I Floor ConfCon( Enrollllld ~oed Choptefcd Summary: 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, as prescribed. 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 06/10/2025 text)
Location: 05/28/2025 - Senate HOUSING
Introduced: 02/18/2025

Current Text: 06/10/2025 - Amended
Last Amend: 06/10/2025

AB 906 González, Mark (D) HTML PDF
Planning and zoning: housing elements: affirmatively furthering fair housing.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

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). This bill would remove the requirement on cities and counties to include the 2nd analysis in their housing elements. (Based on 04/21/2025 text) Location: 06/04/2025 - Senate RLS.

Introduced: 02/19/2025

Current Text: 04/21/2025 - Amended
Last Amend: 04/21/2025

AB 1021 Wicks (D) HTML PDF
Housing: local educational agencies.

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Bill information
Status: 06/04/2025 - Referred to Coms. on L. GOV. and HOUSING.

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 -
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••-~•--·--·--,(I,-- -0---0-0-----0-Desk. Polic:y Fiscal Floor COl'lf.COnc. Enrolled ~oed Chllptercd 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. Existing 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 05/05/2025 text) Location: 06/04/2025 - Senate L. GOV.

Introduced: 02/20/2025

Current Text: 05/05/2025 - Amended
Last Amend: 05/05/2025

AB 1061 Quirk-Silva (D) HTML PDF
Housing developments: urban lot splits: historical resources.

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Bill information
Status: 05/28/2025 - Referred to Coms. on HOUSING and L. GOV.

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, 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: 05/28/2025 - Senate HOUSING
Introduced: 02/20/2025

Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025

AB 1154 Carrillo (D) HTML PDF
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Accessory dwelling units: junior accessory dwelling units.

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Bill information
Status: 05/07/2025 - Referred to Coms. on HOUSING and 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: 05/07/2025 - Senate HOUSING
Introduced: 02/20/2025

Current Text: 02/20/2025 - Introduced

AB 1206 Harabedian (D) HTML PDF
Single-family and multifamily housing units: preapproved plans.

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Bill information
Status: 06/09/2025 - From committee chair, with author's amendments: Amend, and re-refer to committee. Read second time, amended, and re-referred to Com. on L. GOV.

Summary: The Planning and Zoning Law provides for the adoption and administration of zoning laws, ordinances, rules and regulations by counties and cities and the implementation of those general plans as may be in effect in those counties or cities. In that regard, current law requires
each local agency, by January 1, 2025, to develop a program for the preapproval of accessory dwelling unit plans. This bill 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 prohibit the preapproval program from applying to single-family or multifamily residential housing plans intended for use in certain communities and developments, as sp ecified. 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 rulemaking cycle or a plan that is identical to a plan used in an application for a single-family or multifamily 2ndHOl.lse
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Introduced: 02/21/2025

Current Text: 06/09/2025 - Amended
Last Amend: 06/09/2025

ACA 4 Jackson (D) HTML PDF
Homelessness and affordable housing.

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Bill information
Status: 05/23/2025 - Coauthors revised. In committee: Hearing postponed by committee.

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 Made Equal (HOME) 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 05/05/2025 text)
Location: 05/14/2025 - Assembly APPR.

SUSPENSE FILE
Introduced: 01/24/2025

Current Text: 05/05/2025 - Amended
Last Amend: 05/05/2025

SB 79 Wiener (D) HTML PDF
Housing development: transit-oriented development.

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Bill information
Status: 06/16/2025 - Referred to Coms. on H. & C.D., L. GOV., and NAT. RES. From committee with author's amendments. Read second time and amended. Re-referred to Com. on H. & C.D.

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 contains certain mandatory elements, including a land use element and a housing element. The Housing Accountability Act, among other things, requires a local agency that proposes to disapprove a housing development project, as defined, or to impose a condition that the project be developed at a lower density to base its decision on written findings supported by a preponderance of the evidence that specified conditions exist if that project complies with applicable, objective general plan, zoning, and subdivision standards and criteria in effect at the time that the application was deemed complete. The act authorizes the --CJ □
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Desk. Policy FiScal FIOOf Desk. Polic:y Fiscal Floor C0r1fCOnc. Enrolled \htoed Chaptered applicant, a person who would be eligible to apply for residency in the housing development project or emergency shelter, or a housing organization to bring an action to enforce the act’s provisions, as provided, and provides for penalties if the court finds that the local agency is in violation of specified provisions of the act. This bill would require that a housing development project, as defined, proposed within a specified distance of a transit-oriented development (TOD) stop, as defined, be an allowed use on any site zoned for residential, mixed, or commercial development, if the development complies with applicable requirements, as specified. The bill would establish requirements concerning height limits, density, and floor area ratio in accordance with a development’s proximity to specified tiers of TOD stops, as provided. The bill would provide that, for the purposes of the Housing Accountability Act, a proposed development consistent with the applicable standards of these provisions shall be deemed consistent, compliant, and in conformity with prescribed requirements, as specified.

The bill would provide that a local government that denies a project meeting the requirements of these provisions located in a high-resource area, as defined, would be pr esumed in violation
of the Housing Accountability Act, as specified, and immediately liable for penalties, as provided. The bill would specify that a development proposed pursuant to these provisions is eligible for streamlined, ministerial approval pursua
nt to specified law, except that the bill would
exempt a project under these provisions from specified requirements, and would specify that the project is required to comply with certain affordability requirements, under that law. (Based on 06/16/2025 text)
Location: 06/16/2025 - Assembly H. & C.D.

Introduced: 01/15/2025 (Spot bill)

Current Text: 06/16/2025 - Amended
Last Amend: 06/16/2025

SB 92 Blakespear (D) HTML PDF
Housing development: density bonuses.

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Bill information
Status: 06/05/2025 - Referred to Coms. on H. & C.D. and L. GOV.

Summary: Would specify that certain provisions of the Density Bonus Law do not require a city, county, or city and county to approve, grant a concession or incentive requiring approval of, or waive or reduce development standards otherwise applicable to, transient lodging as part of a housing development, except as specified. The bill would also specify that a city, county, or city and county is authorized, but not required, to provide concessions or incentives or waivers or reductions of development standards allowing for an increase in floor area to apply to the nonresidential portion, or specified parking, of a housing development. (Based on 05/05/2025 text)
Location: 06/05/2025 - Assembly H. & C.D.

Introduced: 01/22/2025

Current Text: 05/05/2025 - Amended
Last Amend: 05/05/2025

SB 336 Wiener (D) HTML PDF
Real property tax: welfare exemption: moderate-income housing.

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Bill information
Status: 05/23/2025 - May 23 hearing: Held in committee and under submission. - c::J D
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• • Desk. Poloey Fiscal Floor COl'lfCOnc. Enrolled \htoed Chllptered 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 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 certain 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, as defined, represents of the total number of residential units, as provided. The bill would require an owner to make specified certifications, under penalty of perjury, relating to the use of the property. (Based on 05/07/2025 text) Location: 05/19/2025 - Senate APPR.

SUSPENSE FILE
Introduced: 02/12/2025

Current Text: 05/07/2025 - Amended
Last Amend: 05/07/2025

SB 417 Cabaldon (D) HTML PDF
The Affordable Housing Bond Act of 2026.

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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.

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Bill information
Status: 06/05/2025 - Referred to Coms. on H. & C.D. and NAT. RES.

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 --CJ □
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Desk Poliq Fiscol Floor ConfCOnc Enrolled ~ocd Choptl!'fcd 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 l evels at institutions of
public higher education, as defined. (Based on 04/28/2025 text) Location: 06/05/2025 - Assembly H. & C.D.

Introduced: 02/19/2025

Current Text: 04/28/2025 - Amended
Last Amend: 04/28/2025

SB 569 Blakespear (D) HTML PDF
Department of Transportation: homeless encampments.

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Bill information
Status: 06/16/2025 - Referred to Com. on TRANS.

Summary: Current law authorizes the Department of Transportation to establish maintenance programs related to highway cleanup, as specified. This bill would require the department to establish a dedicated liaison to, among other things, facilitate communication with local governments and relevant state agencies with regard to addressing homeless encampments within the state highway system and to oversee the development and implementation of delegated maintenance agreements between local agencies and the department in which both work together to reduce and remove homeless encampments within the department’s jurisdiction.

The bill would authorize the department to grant a single general entry permit for the duration of a delegated maintenance agreement to conduct activities authorized by the bill. The bill would require the department to submit an annual report to the Legislature summarizing specified information and recommendations regarding homeless encampments. (Based on 04/21/2025 text)
Location: 06/16/2025 - Assembly TRANS.

Introduced: 02/20/2025

Current Text: 04/21/2025 - Amended
Last Amend: 04/21/2025

SB 627 Wiener (D) HTML PDF
Law enforcement: masks.

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Bill information
Status: 06/16/2025 - From committee with author's amendments. Read second time and amended.

Re-referred to Com. on L. GOV.

Summary: Current law makes it a misdemeanor to wear a mask, false whiskers, or any personal disguise, as specified, with the purpose of evading or escaping discovery, recognition, or identification while committing a public offense, or for concealment, flight, evasion, or escape from arrest or conviction for any public offense. This bill would make it a misdemeanor for a law enforcement officer to wear any mask or personal disguise while interacting with the public in the performance of their duties, except as specified. The bill would define law enforcement officer as any officer of a local, state, or federal law enforcement agency, or any person acting on behalf of a local, state, or federal law enforcement agency. By creating a new crime, this bill would impose a state-mandated local program. (Based on 06/16/2025 text) Location: 05/29/2025 - Assembly L. GOV. Current Text: 06/16/2025 - Amended -
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Last Amend: 06/16/2025

SB 733 Wahab (D) HTML PDF
Planning and zoning: annual progress report: Low Barrier Navigation Centers.

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Bill information
Status: 05/12/2025 - Referred to Com. on H. & C.D.

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: 05/12/2025 - Assembly H. & C.D.

Introduced: 02/21/2025

Current Text: 02/21/2025 - Introduced

SB 748 Richardson (D) HTML PDF
Encampment Resolution Funding program: safe parking sites: reporting.

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Bill information
Status: 06/05/2025 - Referred to Coms. on H. & C.D. and HUM. 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. This bill would additionally include, as purposes of the program, assisting local jurisdictions that are urban communities within a county with operating safe parking sites while locating interim or permanent housing. (Based on 05/01/2025 text)
Location: 06/05/2025 - Assembly H. & C.D.

Introduced: 02/21/2025

Current Text: 05/01/2025 - Amended
Last Amend: 05/01/2025

SB 808 Caballero (D) HTML PDF
Civil Actions: writs: housing development projects.
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Bill information
Status: 06/05/2025 - Referred to Com. on JUD.

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 authorize a petitioner, the Attorney General, or the Department of Housing and Community Development to file a petition for writ of mandate under these provisions. The bill would require a local agency, upon the request of an applicant or notice from the department or the Attorney General, 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 authorize the temporary assignment of judicial officers to ensure the timelines are met. (Based on 05/23/2025 text) Location: 06/05/2025 - Assembly JUD.

Introduced: 02/21/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

Human Resources and Public Sector Employment LAP

AB 339 Ortega (D) HTML PDF
Local public employee organizations: notice requirements.

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Bill information
Status: 06/13/2025 - In committee: Set, first hearing. Hearing canceled at the request of author.

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 agen
cy, 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 ••---<·--·--•-~('-- ----0-------0--Onk Policy Fiscal Fl00< 0.:-sk Policy Fiscal Floo~ ConfConc . Enrolled \htocd Chllpter~d --CJ □
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0C$k Policy Fi,;u,I fl00< Desk Policy Fiscal Flo,;,~ ConfConc;- Enrolled ~ocd 0,11pten:d within the scope of work of the job classifications represented by the recognized employee organization. The bill would require the notice to include specified information, including the anticipated duration of the contract. The bill would also require the public agency, if an emergency or other exigent circumstance prevents the public agency from providing the written notice described above, to provide as much advance notice as is practicable under the circumstances. (Based on 05/23/2025 text)
Location: 06/11/2025 - Senate L., P.E. & R.

Introduced: 01/28/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

AB 340 Ahrens (D) HTML PDF
Employer-employee relations: confidential communications.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

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: 06/04/2025 - Senate RLS.

Introduced: 01/28/2025

Current Text: 03/05/2025 - Amended
Last Amend: 03/05/2025

SB 456 Ashby (D) HTML PDF
Contractors: exemptions: muralists.

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Bill information
Status: 06/12/2025 - Re-referred to Coms. on A.,E.,S., & T. and B. & P. pursuant to Assembly Rule 96.

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 an artist who draws, paints, applies, executes, restores, or conserves a mural, as defined, pursuant to an agreement with a person who could legally authorize the work. (Based on 04/02/2025 text) Location: 06/12/2025 - Assembly A.,E.,S., &
T.

Current Text: 04/02/2025 - Amended
Last Amend: 04/02/2025

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Public Safety LAP

AB 400 Pacheco (D) HTML PDF
Law enforcement: police canines.

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Bill information
Status: 06/11/2025 - Referred to Com. on PUB. S.

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: 06/11/2025 - Senate PUB. S.

Introduced: 02/04/2025

Current Text: 02/04/2025 - Introduced

AB 426 Dixon (R) HTML PDF
Impeding emergency response with drone.

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Bill information
Status: 06/09/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

Summary: Current law excuses a local public entity or public employee from liability for damage to an unmanned aircraft or unmanned aircraft system, if the damage was caused while the local public entity or public employee of a local public entity was providing, and the unmanned aircraft or unmanned aircraft system was interfering with, the operation, support, or enabling of any emergency service, as specified. Current law imposes liability for physical invasion of privacy on a person if the person knowingly enters onto the land or into the airspace above the land of another person without permission or otherwise commits a trespass in order to capture any image or recording of the other person engaging in a private activity and the invasion occurs in a manner that is offensive to a reasonable person. This bill would prohibit a person from operating or using an unmanned aerial vehicle, remote piloted aircraft, or drone at the scene of an emergency and thereby impeding 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. The bill would authorize the Attorney General or a county counsel or city attorney to bring civil action to enforce the prohibition and authorize a prevailing plaintiff to recover civil penalties, injunctive relief, or reasonable attorney’s fees and costs, as specified. (Based on 04/02/2025 text)
Location: 06/09/2025 - Senate RLS. Current Text: 04/02/2025 - Amended --c::J □
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0c$k Polley Fi,;cal fl00< Desk Policy Fi:i,cal Floi:Jr ConfConc Enrolled Vetoed Ou,ptered Introduced: 02/05/2025

Last Amend: 04/02/2025

AB 1178 Pacheco (D) HTML PDF
Peace officers: confidentiality of records.

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Bill information
Status: 06/11/2025 - Read second time and amended. Re-referred to Com. on APPR.

Summary: The California Public Records Act generally requires public records to be open for inspection by the public. Current law provides numerous exceptions to this requirement. The personnel records of peace officers and custodial officers are confidential and not subject to public inspection and current law provides certain exemptions to this confidentiality. 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 require a court, in determining whether 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 a person, to consider whether a particular peace officer is currently operating undercover and their duties demand anonymity. (Based on 06/11/2025 text) Location: 06/10/2025 - Senate APPR.

Introduced: 02/21/2025

Current Text: 06/11/2025 - Amended
Last Amend: 06/11/2025

AB 1388 Bryan (D) HTML PDF
Law enforcement: settlement agreements.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

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 procedu res 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 additionally exempt agreements between an employing agency and a peace officer that, among other things, require the agency to destroy, remove, or conceal a record of a misconduct investigation. The bill would declare that its provisions are severable. This bill contains other related provisions and other existing laws. (Based on 05/23/2025 text) Location: 06/04/2025 - Senate RLS.

Introduced: 02/21/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

Regional Issues and Collaboration LAP

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Desk. Policy FiScal FIOOf Desk. Polic:y Fiscal Floor C0r1fCOnc. Enrolled ~oed Ch!lptered AB 259 Rubio, Blanca (D) HTML PDF
Open meetings: local agencies: teleconferences.

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Bill information
Status: 05/14/2025 - Referred to Coms. on L. GOV. and JUD.

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. 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 p
articipates 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 extend the alternative teleconferencing procedures until January 1, 2030. (Based on 04/21/2025 text) Location: 05/14/2025 - Senate L. GOV.

Introduced: 01/16/2025

Current Text: 04/21/2025 - Amended
Last Amend: 04/21/2025

AB 1237 McKinnor (D) HTML PDF
Ticket sellers: event tickets: transit tickets.

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Bill information
Status: 06/02/2025 - Withdrawn from committee. Re-referred to Coms. on B. P. & E.D. and TRANS.

Summary: Would require a ticket seller or a person who resells a ticket to a sporting, musical, theatre, or any other entertainment event located at a venue with a capacity of more than 1,000 persons to also, at the time that a ticket is purchased, give the consumer the option to purchase an all- day ticket from a transit provider that offers service to the venue during the time of the event, as specified. The bill would also require the Department of Transportation to prepare a study of additional transit sales generated pursuant to these provisions and report its findings to the Legislature on or before December 31, 2032. The bill would provide that a violation of the bill’s provisions do not constitute a crime. (Based on 05/29/2025 text) Location: 06/02/2025 - Senate B., P. & E.D.

Introduced: 02/21/2025

Current Text: 05/29/2025 - Amended
Last Amend: 05/29/2025

SB 233 Seyarto (R) HTML PDF
Regional housing need: determination: consultation with councils of governments.

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Bill information
Status: 05/12/2025 - 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 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: 05/12/2025 - Assembly H. & C.D.

Introduced: 01/28/2025

Current Text: 03/03/2025 - Amended
Last Amend: 03/03/2025

SB 707 Durazo (D) HTML PDF
Open meetings: meeting and teleconference requirements.

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Bill information
Status: 06/09/2025 - Referred to Com. on L. GOV.

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. This bill would, until January 1, 2030, require an eligible legislative body, as defined, to comply with additional meeting requirements, including that, except as specified, all open and public meetings include an opportunity for members of the public to attend via a 2-way telephonic service or a 2-way audiovisual platform, as defined, and that the eligible legislative body take specified actions to encourage residents to participate in public meetings, as specified. (Based on 05/29/2025 text)
Location: 06/09/2025 - Assembly L. GOV.

Introduced: 02/21/2025

Current Text: 05/29/2025 - Amended
Last Amend: 05/29/2025

Sustainability and Environmental Protection LAP

AB 39 Zbur (D) HTML PDF
General plans: Local Electrification Planning Act.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

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 and facilities, as specified. This bill, the Local Electrification Planning Act, would require 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 and other zero-emission vehicle fueling infrastructure, 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. (Based
on 05/27/2025 text)
Location: 06/04/2025 - Senate RLS.

Introduced: 12/02/2024

Current Text: 05/27/2025 - Amended
Last Amend: 05/27/2025

AB 620 Jackson (D) HTML PDF
Medium- and Heavy-Duty Zero-Emission Vehicle Fleet Purchasing Assistance Program: rental vehicles.

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Bill information
Status: 06/11/2025 - Referred to Coms. on E.Q. and TRANS.

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: 06/11/2025 - Senate E.Q.

Introduced: 02/13/2025

Current Text: 02/13/2025 - Introduced

AB 915 Petrie-Norris (D) HTML PDF
Clean energy project siting and permitting.

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2nd HOl.lse
-•--•--•--•--<1-- --0--------0---Desio; Policy Fiscal FIOO< Desk Polic;y Fiscal Floor ConfConc Enrolled ~tied 0,11pte"'red Status: 06/11/2025 - Referred to Com. on E., U & C.

Summary: Current law requires the State Energy Resources Conservation and Development Commission (Energy Commission) and the Public Utilities Commission to submit a joint Reliability Planning Assessment to the Legislature on a quarterly basis. Current law requires that assessment to report on significant delays or barriers affecting the timely deployment of renewable energy and zero-carbon resources, including, among other things, permitting processes. This bill would require the Energy Commission to establish a state central pool of subject matter experts with experience in clean energy project siting and permitting. (Based on 05/23/2025 text)
Location: 06/11/2025 - Senate E. U., & C.

Introduced: 02/19/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 74 Seyarto (R) HTML PDF
Office of Land Use and Climate Innovation: Infrastructure Gap-Fund Program.

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Bill information
Status: 06/05/2025 - 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 provide grants to local agencies for the development and construction of infrastructure projects, as defined, facing unforeseen costs after starting construction. 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 agen
cy has allocated existing local tax revenue for
at least 45% of the initially budgeted total cost of the infrastructure project. 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 04/07/2025 text)
Location: 06/05/2025 - Assembly L. GOV.

Introduced: 01/15/2025

Current Text: 04/07/2025 - Amended
Last Amend: 04/07/2025

SB 682 Allen (D) HTML PDF
Environmental health: product safety: perfluoroalkyl and polyfluoroalkyl substances.

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Bill information
Status: 06/09/2025 - Referred to Com. on E.S & T.M.
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Desk Policy Fiscal flOOf Desk Policy FiKal Floor Cont.Cone . Enrolled ~oed Chliptcred Summary: (1)Existing law requires the Department of Toxic Substances Control, on or before January 1, 2029, to adopt regulations to enforce specified covered perfluoroalkyl and polyfluoroalkyl substances (PFAS) restrictions, which include prohibitions on the distribution, sale, or offering for sale of certain products that contain specified levels of PFAS. Existing law requires the department, on and after July 1, 2030, to enforce and ensure compliance with those provisions and regulations, as provided. Existing law requires manufacturers of these products, on or before July 1, 2029, to register with the department, to pay a registration fee to the department, and to provide a statement of compliance certifying compliance with the applicable prohibitions on the use of PFAS to the department, as specified. Existing law authorizes the department to test products and to rely on third-
party testing to determine compliance with prohibitions on the use of PFAS, as specified. Existing law requires the department to issue a notice of violation for a product in violation of the prohibitions on the use of PFAS, as provided. Existing law authorizes the department to assess an administrative penalty for a violation of these prohibitions and authorizes the department to seek an injunction to restrain a person or entity from violating these prohibitions, as specified. This bill would, on and after January 1, 2027, prohibit a person from distributing, selling, or offering for sale a cleaning product, cookware, dental floss, juvenile product, food packaging, or ski wax, as provided, that contains intentionally added PFAS, as defined, except for previously used products and as otherwise preempted by federal law. (Based on 05/23/2025 text)
Location: 06/09/2025 - Assembly E.S. &
T.M.

Introduced: 02/21/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

Transportation Issues LAP

AB 544 Davies (R) HTML PDF
Electric bicycles: required equipment.

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Bill information
Status: 06/10/2025 - From committee: Do pass and re-refer to Com. on APPR. with recommendation:

To Consent Calendar. (Ayes 13. Noes 0.) (June 10). Re-referred to Com. on APPR.

Summary: 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 equi
pped with fully operable pedals and an electric motor that does not exceed 750 watts of power and categorizes electric bicycles into 3 classes. A violation of the provisions relating to the requirements for equipping a bicycle or an electric bicycle is punishable as an infraction. 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. (Based on 03/24/2025 text) Location: 06/10/2025 - Senate APPR.

Introduced: 02/11/2025

Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025

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The Safe, Sustainable, Traffic-Reducing Transportation Bond Act of 2026.

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Bill information
Status: 03/10/2025 - Referred to Com. on TRANS.

Summary: Would enact the Safe, Sustainable, Traffic-Reducing Transportation Bond Act of 2026 which, if approved by the voters, would authorize the issuance of bonds in the amount of $20,000,000,000 pursuant to the State General Obligation Bond Law to finance transit and passenger rail improvements, local streets and roads and active transportation projects, zero- emission vehicle investments, transportation freight infrastructure improvements, and grade separations and other critical safety improvements. The bill wou ld provide for the submission of
the bond act to the voters at the November 3, 2026, statewide general election. (Based on 02/19/2025 text)
Location: 03/10/2025 - Assembly TRANS.

Introduced: 02/19/2025

Current Text: 02/19/2025 - Introduced

SB 63 Wiener (D) HTML PDF
San Francisco Bay area: local revenue measure: transportation funding.

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Bill information
Status: 06/09/2025 - Referred to Coms. on TRANS. and REV. & TAX.

Summary: (1)Existing law creates the Metropolitan Transportation Commission as a local area planning agency for the 9-county San Francisco Bay area with comprehensive regional transportation planning and other related responsibilities. Existing law creates various transit districts located in the San Francisco Bay area, with specified powers and duties relating to providing public transit services. This bill would establish the Transportation Revenue Measure District with jurisdiction extending throughout the boundaries of the Counties of Alameda and Contra Costa
and the City and County of San Francisco and would require the district to be governed by the same board that governs the commission, thereby imposing a state-mandated local program.

The bill would authorize a retail transactions and use tax applicable to the entire district to be imposed by the board of the district or by a qualified voter initiative for a duration of 10 to 15 years, inclusive, and generally in an amount of 0.5%, subject to voter approval at the November 3, 2026, statewide general election. After allocations are made for various administrative expenses, the bill would require an unspecified portion of the proceeds of the tax to be allocated by the commission to initiatives included in a specified commis sion plan and
to the Alameda-Contra Costa Transit District, the Peninsula Rail Transit District, commonly known as Caltrain, the San Francisco Bay Area Rapid Transit District, and the San Francisco Municipal Transportation Agency for operating expenses, and would require the remaining proceeds to be subvened directly to the counties comprising the district for public transportation expenses, as prescribed. This bill contains other related provisions and other existing laws. (Based on 05/23/2025 text)
Location: 06/09/2025 - Assembly TRANS.

Introduced: 01/09/2025 (Spot bill)

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

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Desk Poliq Fiscol Floor ConfConc Enrolled ~oed 0-,opt~cd SB 445 Wiener (D) HTML PDF
Transportation: planning: complete streets facilities: sustainable transportation projects.

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Bill information
Status: 05/28/2025 - Read third time. Passed. (Ayes 34. Noes 1.) Ordered to the Assembly. In Assembly. Read first time. Held at Desk.

Summary: This bill would instead require the Department of Transportation to develop and adopt the above-described project intake, evaluation, and encroachment review process on or before February 1, 2027. The bill would also state the intent of the Legislature to amend this bill with legislation that accelerates and makes more reliable third-party permits and approvals for preconstruction and construction activities on sustainable transportation projects. (Based on 04/10/2025 text)
Location: 05/28/2025 - Assembly DESK
Introduced: 02/18/2025

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

SB 671 Cervantes (D) HTML PDF
Pedestrian crossing signals.

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Bill information
Status: 05/12/2025 - Referred to Com. on TRANS.

Summary: Under current law, a pedestrian control signal showing a “WALK” or approved “Walking Person” symbol means a pedestrian may proceed across the roadway in the direction of the signal. Under existing law, a pedestrian facing a flashing “DON’T WALK” or “WAIT” or approved “Upraised Hand” symbol with a “countdown” signal, as specified, means a pedestrian may start crossing the roadway in the direction of the signal but requires the pedestrian to finish crossing prior to the display of the steady “DON’T WALK” or “WAIT” or approved “Upraised Hand” symbol, as specified. Upon the first placement or replacement of a traffic- actuated signal, as specified, current law requires that traffic- actuated signal to be installed and
maintained to detect bicycle or motorcycle traffic on the roadway. For these purposes, current law defines a traffic-actuated signal as an official traffic signal, as specified, that displays one or more of its indications in response to traffic detected by mechanical, visual, electrical, or other means. Upon the first placement or replacement of a state-owned or -operated traffic- actuated signal, current law requires that the traffic-actuated signal to be installed and maintained to have a leading pedestrian interval (LPI) and include the installation, activation, and maintenance of an accessible pedestrian signal (APS) and detector that complies with certain sections of the California Manual on Uniform Traffic Control Devices (CA MUTCD). At crosswalks with state-owned or -operated traffic-actuated signals and pedestrian hybrid beacons with pedestrian signal heads, this bill would require the walk indication and other visual signals to comply with CA MUTCD. The bill would require these pedestrian signal heads to have an APS pushbutton or touch-free APS that activates “WALK” or “DON’T WALK” intervals and other visual signals at signalized intersections in nonvisual formats. The bill would require touch-free APS to be installed at new signalized pedestrian crossings on capital projects on the state highway system, encroachment projects, and highway maintenance- --c::J □
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Onk Policy Fisul FIOO< Desk Policy Fi:loeol Floor ConfConc . Enrolled lktoed Chapt~rl!!d funded projects, as specified. The bill would require, as soon as practicable, all existing state- owned or -operated traffic signals located in certain areas to be identified and recorded in the Department of Transportation management system (TMS) inventory database to assist future annual operational review requirements and coordination with local agencies for delegated signals. The bill would require LPIs to be implemented at these existing state-owned or - operated traffic signals locations at the next opportunity for regularly scheduled operational reviews. (Based on 02/20/2025 text)
Location: 05/12/2025 - Assembly TRANS.

Introduced: 02/20/2025

Current Text: 02/20/2025 - Introduced

SB 720 Ashby (D) HTML PDF
Automated traffic enforcement system programs.

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Bill information
Status: 06/09/2025 - Referred to Coms. on TRANS. and P. & C.P.

Summary: Current law authorizes the limit line, intersection, or other places where a driver is required to stop to be equipped with an automated traffic enforcement system if the governmental agency utilizing the system meets certain requirements, including identi fying the system with signs and
ensuring that the system meets specified criteria on minimum yellow light change intervals.

Current law authorizes, until January 1, 2032, the Cities of Los Angeles, San Jose, Oakland, Glendale, and Long Beach, and the City and County of San Francisco to establish a speed safety system pilot program for speed enforcement that utilizes a speed safety system in specified areas, if the system meets specified requirements. Existing law prescribes specified requirements for a notice of violation issued pursuant to these provisions, and requires a violation of a speed law that is recorded by a speed safety system to be subject only to a specified civil penalty. This bill would additionally authorize a city, county, or city and county to establish an automated traffic enforcement system program to use those systems to detect a violation of a traffic control signal, if the system meets specified requirements. The bill would require a violation of a traffic control signal that is recorded by an automated traffic enforcement system to be subject only to a $100 civil penalty, as specified. (Based on 05/01/2025 text)
Location: 06/09/2025 - Assembly TRANS.

Introduced: 02/21/2025

Current Text: 05/01/2025 - Amended
Last Amend: 05/01/2025

Water Supply and Conservation LAP

AB 794 Gabriel (D) HTML PDF
California Safe Drinking Water Act: emergency regulations.

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Bill information
Status: 06/12/2025 - Ordered to inactive file at the request of Assembly Member Gabriel. --CJ □
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• • • Desk. Policy FiSu.l l'loo,. Desk Poll(y Fiscal Floor ConfConc . Enrolled wtoed Chaptered Summary: The California Safe Drinking Water Act (state act) requires the State Water Resources Control Board to administer provisions relating to the regulation of drinking water to protect public health. The state board’s duties include, but are not limited to, enforcing the federal Safe Drinking Water Act (federal act) and adopting and enforcing regulations. Current law authorizes the state board to adopt as an emergency regulation, a regulation that is not more stringent than, and is not materially different in substance and effect than, the requirements of a regulation promulgated under the federal act, with a specified exception. This bill would provide that the authority of the state board to adopt an emergency regulation pursuant to these provisions includes the authority to adopt requirements of a specified federal regulation that was in effect on January 19, 2025, regardless of whether the requirements were repealed or amended to be less stringent. The bill would prohibit an emergency regulation adopted pursuant to these provisions from implementing less stringent drinking water standards, as provided, and would authorize the regulation to include monitoring requirements that are more stringent than the requirements of the federal regulation. The bill would prohibit maximum contaminant levels and compliance dates for maximum contaminant levels adopted as part of an emergency regulation from being more stringent than the maximum contaminant levels and compliance dates of a regulation promulgated pursuant to the federal act. (Based on 04/10/2025 text)
Location: 06/12/2025 - Assembly INACTIVE
FILE
Introduced: 02/18/2025

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

SB 454 McNerney (D) HTML PDF
State Water Resources Control Board: PFAS Mitigation Program.

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Bill information
Status: 06/05/2025 - Referred to Com. on E.S & T.M.

Summary: Existing law designates the State Water Resources Control Board as the agency responsible for administering specific programs related to drinking water, including, among others, the California Safe Drinking Water Act and the Emerging Contaminants for Small or Disadvantaged Communities Funding Program. This bill, which would become operative upon an appropriation by the Legislature, would enact a PFAS mitigation program. As part of that program, the bill would create the PFAS Mitigation Fund in the State Treasury and would authorize certain moneys in the fund to be expended by the state board, upon appropriation by the Legislature, for specified purposes. The bill would authorize the state board to seek out and deposit nonstate, federal, and private funds, require those funds to be deposited into the PFAS Mitigation Fund, and continuously appropriate the nonstate, federal, and private funds in the fund to the state board for specified purposes. The bill would authorize the state board to establish accounts wit
hin the PFAS Mitigation Fund. The bill would authorize the state board to expend moneys from the fund in the form of a grant, loan, or contract, or to provide assistance services to water suppliers and sewer system providers, as those terms are defined, for multiple purposes, including, among other things, to cover or reduce the costs for water suppliers associated with treating drinking water to meet the applicable state and federal maximum perfluoroalkyl and polyfluoroalkyl substances (PFAS) contaminant levels. The bill would require a water supplier or sewer system provider to include a clear and definite purpose for how the funds will be used to provide public benefits to their community related to safe drinking water, recycled water, or treated wastewater in order to be eligible to receive funds. --CJ □
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-·- - · --·--·--,,__ ----0--------0-t)c5k Poliq Fiscol Floor ConfC.OOC Enn:,U.:id ~oed O\opt,e,rcd The bill would require the state board to adopt guidelines to implement these provisions, as provided. (Based on 05/23/2025 text)
Location: 06/05/2025 - Assembly E.S. &
T.M.

Introduced: 02/19/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

League of California Cities Sponsored Legislation

AB 424 Davies (R) HTML PDF
Alcohol and other drug programs: complaints.

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Bill information
Status: 06/04/2025 - Referred to Com. on HEALTH.

Summary: Would, when the Department of Health Care Services receives a complaint against a licensed alcohol or other drug recovery or treatment facility, or a complaint alleging that a facility is unlawfully operating without a license, from a member of the public, require the department to provide, within 30 10 days of the date of the complaint, notice to the person filing the complaint that the complaint has been received and to provide, upon closing the complaint, notice to the person filing the complaint that the complaint has been closed and whether the department found the facility to be in violation of the provisions governing facility licensure and regulation. (Based on 03/19/2025 text)
Location: 06/04/2025 - Senate HEALTH
Introduced: 02/05/2025

Current Text: 03/19/2025 - Amended
Last Amend: 03/19/2025

AB 476 González, Mark (D) HTML PDF
Metal theft.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

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 and a description of the item or items, as specified. 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 dea
ler or recycler obtains a copy of a valid driver’s license of the seller or other specified identification. Current law requires a junk dealer or recycler to preserve the written record for at least 2 years. This bill 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 --CJ □
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·•--•-- •-- •-----· --- -0---0-0-0-0--0 Desk Policy Mm,I FIOOf Ocik Policy Fiscal Floor Cont.Cone. Enrolled ~oed Chaptered transaction. The bill would revise the type of information required to be included in the description of the item or items of junk purchased or sold, as specified. (Based on 05/01/2025 text)
Location: 06/04/2025 - Senate RLS.

Introduced: 02/10/2025

Current Text: 05/01/2025 - Amended
Last Amend: 05/01/2025

AB 492 Valencia (D) HTML PDF
Alcohol and drug programs: licensing.

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Bill information
Status: 06/12/2025 - From committee: Do pass and re-refer to Com. on APPR. (Ayes 6. Noes 0.) (June 11). Re-referred to Com. on APPR.

Summary: Would require the State Department of Health Care Services, whenever it issues a license to operate an alcohol or other drug recovery or treatment facility, to concurrently provide written notification of the issuance of the license to the city or county in which the facility is located.

The bill would require the notice to include the name and mailing address of the licensee and the location of the facility. (Based on 02/10/2025 text) Location: 06/11/2025 - Senate APPR.

Introduced: 02/10/2025

Current Text: 02/10/2025 - Introduced

AB 650 Papan (D) HTML PDF
Planning and zoning: housing element: regional housing needs allocation.

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Bill information
Status: 06/11/2025 - Referred to Com. on HOUSING.

Summary: 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.

Current law defines “affirmatively furthering fair housing,” as provided. 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 04/24/2025 text) Location: 06/11/2025 - Senate HOUSING
Introduced: 02/13/2025

Current Text: 04/24/2025 - Amended
Last Amend: 04/24/2025

AB 846 Connolly (D) HTML PDF
Endangered species: incidental take: wildfire preparedness activities.

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Bill information
Status: 06/11/2025 - Referred to Com. on N.R. & W.

Summary: The California Endangered Species Act prohibits the taking of an endangered, threatened, or candidate species, except as specified. Under the act, the Department of Fish and Wildlife (department) may authorize the take of listed species by certain entities through permits or memorandums of understanding for specified purposes. Current law requires the State Fire Marshal to identify areas in the state as moderate, high, and very high fire hazard severity zones based on consistent statewide criteria and based on the severity of fire hazard that is expected to prevail in those areas. Existing law requires a local agency to designate, by ordinance, moderate, high, and very high fir
e hazard severity zones in its jurisdiction within 120
days of receiving recommendations from the State Fire Marshal, as provided. This bill would authorize a city, county, city and county, special district, or other local agency to submit to the department a wildfire preparedness plan to conduct wildfire preparedness activities on land designated as a fire hazard severity zone, as defined, that minimizes impacts to wildlife and habitat for candidate, threatened, and endangered species. The bill would require the wildfire preparedness plan to include, among other things, a brief description of the planned wildfire preparedness activities, the approximate dates for the activities, and a description of the candidate, endangered, and threatened species within the plan area. The bill would authorize the department to impose a fee on a local agency for the cost of reviewing a wildfire preparedness plan submitted by that local agency, as specified. The bill would require the department, if sufficient information is included in the wildfire preparedness plan for the department to determine if an incidental take permit is required, to notify the local agency within 90 days of receipt of the wildfire preparedness plan if an incidental take permit or other permit is needed, or if there are other considerations, exemptions, or streamlined pathways that the wildfire preparedness activities qualify for, including, but not limited to, the State Board of Forestry and Fire Protection’s California Vegetation Treatment Program. The bill would require the department to provide the local agency, in its notification, with guidance that includes, among other things, a description of the candidate, endangered, and threatened species within the plan area and measures to avoid, minimize , and fully mitigate the take of the
candidate, threatened, and endangered species, as provided. (Based on 05/23/2025 text) Location: 06/11/2025 - Senate N.R. & W.

Introduced: 02/19/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

AB 996 Pellerin (D) HTML PDF
Public Resources: sea level rise plans.

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Bill information
Status: 06/11/2025 - Referred to Com. on N.R. & W.

Summary: Current law requires local governments lying in whole or in part within the coastal zone or within the jurisdiction of the San Francisco Bay Conservation and Development Commission to, on or before January 1, 2034, develop a sea level rise plan with specified required content as part of a local coastal program that is subject to approval by the California Coastal Commission or the San Francisco Bay Conservation and Development Commission. This bill would authorize the applicable commission, when approving a local coastal plan or an amendment to a local coastal plan, to deem existing sea level rise information or plans 2ndHOl.lse
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Location: 06/11/2025 - Senate N.R. & W.

Introduced: 02/20/2025 (Spot bill)

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 35 Umberg (D) HTML PDF
Alcohol and drug programs.

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Bill information
Status: 06/11/2025 - From committee with author's amendments. Read second time and amended.

Re-referred to Com. on HEALTH.

Summary: Current law provides for the licensure and regulation of adult alcohol or other drug recovery or treatment facilities by the State Department of Public Health and prohibits the operation of one of those facilities without a current valid license. Current law requires the department, if a facility is alleged to be in violation of that prohibition, to conduct a site visit to investigate the allegation. Current law requires, if the department’s employee or agent finds evidence that the facility is providing services without a license, the employee or agent to take specified actions, including, among others, submitting the findings of the investigation to the department and issuing a written notice to the facility that includes the date by which the facility is required to cease providing services. Current law establishes the Drug Medi- Cal Treatment Program (Drug
Medi-Cal) and authorizes the State Department of Health Care Services to enter into a Drug Medi-Cal contract with each county for the provision of alcohol and drug use services within the county service area. This bill would require the department, if it determines it has jurisdiction over the allegation, to initiate that investigation within 10 days of receiving the allegation and, except as specified, complete the investigation within 60 days of initiating the investigation. The bill would require the department, if it receives a complaint that does not fall under its jurisdiction, to notify the complainant that it does not investigate that type of complaint. The bill would require the employee or agent to provide the notice described above within 10 days of the employee or agency submitting their findings to the department and to conduct a followup site visit to determine whether the facility has ceased providing services by the date specified in the notice. The bill would authorize, in counties that elect to administer the Drug Medi-Cal organized delivery system and that provide optional recovery housing services, the county behavioral health agency to request approval from the department to conduct a site visit of a recovery residence that is alleged to be operating without a license. (Based on 06/11/2025 text)
Location: 06/05/2025 - Assembly HEALTH
Introduced: 12/03/2024

Current Text: 06/11/2025 - Amended
Last Amend: 06/11/2025

SB 329 Blakespear (D) HTML PDF
Alcohol and drug recovery or treatment facilities: investigations.

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Bill information
Status: 06/05/2025 - Referred to Com. on HEALTH.
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Summary: Current law provides for the licensure and regulation of alcohol or other drug recovery or treatment facilities by the State Department of Health Care Services. Current law prohibits operating an alcohol or other drug recovery or treatment facility to provide recovery, treatment, or detoxification services within this state without first obtaining a current valid license. If a facility is alleged to be providing those services without a license, existing law requires the department to conduct a site visit to investigate the allegation. Current law also authorizes the department to conduct announced or unannounced site visits to licensed facilities for the purpose of reviewing them for compliance, as specified. This bill would require the department to assign a complaint under its jurisdiction regarding an alcohol or other drug recovery or treatment facility to an analyst for investigation within 10 days of receiving the complaint. If the department receives a complaint that does not fall under its jurisdiction, the bill would require the department to notify the complainant, in writing, that it does not investigate that type of complaint. (Based on 03/28/2025 text)
Location: 06/05/2025 - Assembly HEALTH
Introduced: 02/11/2025

Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025

SB 346 Durazo (D) HTML PDF
Local agencies: transient occupancy taxes: short-term rental facilitator.

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Bill information
Status: 06/05/2025 - Referred to Coms. on L. GOV. and JUD.

Summary: Existing law authorizes a local authority, by ordinance or resolution, to regulate the occupancy of a room or rooms, or other living space, in a hotel, inn, tourist home or house, motel, or other lodging for a period of less than 30 days. This bill would authorize a local agency, defined to mean a city, county, or city and county, to enact an ordinance to require a short-term rental facilitator, as defined, to report, in the form and manner prescribed by the local agency, the physical address, including 9-digit ZIP Code, of each short-term rental, as defined, during the reporting period, as well as any additional information necessary to identify the property as may be required by the local agency. The bill would authorize the local agency to impose an administrative fine or penalty for failure to file the report, and would authorize the local agency to initiate an audit of a short-term rental facilitator, as described. The bill would require a short- term rental facilitator, in a jurisdiction that has adopted an ordinance, to include in the listing of a short-term rental any applicable local license number associated with the short-term rental and any transient occupancy tax certification issued by a local agency. The bill would state these provisions do not preempt a local agency from adopting an ordinance that regulates short-term rentals, short-term rental facilitators, or the payment and collection of transient occupancy taxes in a manner that differs from those described in the bill. (Based on 05/08/2025 text)
Location: 06/05/2025 - Assembly L. GOV.

Introduced: 02/12/2025

Current Text: 05/08/2025 - Amended
Last Amend: 05/08/2025

Local Representative Legislation

AB 243 Ahrens (D) HTML PDF
Postsecondary education: student financial aid dependency status: juveniles. --CJ □
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Bill information
Status: 06/12/2025 - Read second time and amended. Re-referred to Com. on JUD.

Summary: A provision of the Donahoe Higher Education Act requires the California State University, and requests the University of California, to annually report on or before March 31, to the Legislature on their respective institutional financial aid programs. The act applies to the University of California only to the extent that the regents, by appropriate resolution, make it applicable. 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. For purposes of making an unusual circumstances adjustment regarding the dependency status of student financial aid and institutional financial aid applicants attending, or applying to attend, a California State University, California Community College, or University of California campus, this bill would require a financial aid administrator of the segment or the commission, as applicable, to accept a sworn statement containing information signed under penalty of perjury by an authorized representative of a local educational agency, county child welfare department, or probation department as sufficient documentation, as specified. By expanding the crime of perjury, the bill would impose a state-mandated local program. By imposing new duties on community college districts, the bill would impose a state-mandated local program. (Based on 06/12/2025 text)
Location: 06/11/2025 - Senate JUD.

Introduced: 01/14/2025

Current Text: 06/12/2025 - Amended
Last Amend: 06/12/2025

AB 398 Ahrens (D) HTML PDF
Personal income tax: Earned Income Tax Credit.

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Bill information
Status: 05/23/2025 - In committee: Held under submission.

Summary: The Personal Income Tax Law, in modified conformity with federal income tax laws, allows an earned income tax credit against personal income tax and a payment from the Tax Relief and Refund Account, a continuously appropriated fund, for an allowable credit in excess of tax liability to an eligible individual that is equal to that portion of the earned income tax credit allowed by federal law, as determined by the earned income tax credit adjustment factor, as specified. The law provides that the amount of the credit is calculated as a percentage of the eligible individual’s earned income and is phased out above a specified amount as income increases, and provides alternative calculation factors under specified circumstances. Current law, for taxable years be
ginning on or after January 1, 2020, and until and including the taxable year in which the minimum wage is set at $15 per hour, requires the phaseout percentage for eligible individuals to be recalculated by the Franchise Tax Board so that the calculated amount of credit for a taxpayer with an earned income of $30,000 is equal to zero. This bill, for taxable years beginning on or after January 1, 2025, if the amount of credit computed for an eligible individual is less than $355, as specified, would allow the credit for the eligible individual to be $355 instead, except as otherwise specified. (Based on 02/04/2025 text) ••---<·--·--•-~('-- ----0-------0--Onk Policy Fiscal Fl00< 0.:-sk Policy Fiscal Floo~ ConfConc . Enrolled \htocd Chllpter~d --c::J □
• • Desk Polo,:-y FiKal Floo~ ConfConc . Enrolled \htoed O\lipter~d Location: 05/21/2025 - Assembly APPR.

SUSPENSE FILE
Introduced: 02/04/2025

Current Text: 02/04/2025 - Introduced

AB 461 Ahrens (D) HTML PDF
Truancy: CalWORKs: school attendance.

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Bill information
Status: 06/11/2025 - Referred to Coms. on HUMAN S. and PUB. S.

Summary: The Compulsory Education Law generally makes persons between the ages of 6 and 18 years of age subject to compulsory full-time education, unless exempted. Current law also requires children in a CalWORKs assistance unit for whom school attendance is compulsory to attend school, except as specified. Under existing law, the needs of a child in the assistance unit who is 16 years of age or older are not considered in computing the specified grant of the family for any month in which the county is informed by a school district or a county school attendance review board that the child did not attend school, unless at least one of certain conditions is present. This bill would, commencing July 1, 2026, or the date when the State Department of Social Services has made a specified determination, whichever is later, repeal the requirement under CalWORKs for a child in an assistance unit to attend school and would repeal the prohibition against considering the needs of a child in an assistance unit who is 16 years of age or older who did not attend school, thereby allowing the needs of that child to be considered in computing the monthly family grant. The bill would, commencing on the date those
provisions are repealed, if a county human services agency is informed that a child is not complying with the Compulsory Education Law, require the county human services agency to screen the family for family stabilization services and authorize the child, if they are 16 years of
age or older, to voluntarily participate in the welfare-to-work program. By increasing the duties of county human services agencies, this bill would impose a state-mandated local program. (Based on 03/24/2025 text)
Location: 06/11/2025 - Senate HUM. S.

Introduced: 02/06/2025

Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025

AB 537 Ahrens (D) HTML PDF
Community colleges: California College Promise.

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Bill information
Status: 06/11/2025 - Referred to Com. on ED.

Summary: Current law establishes the California College Promise, under the administration of the Chancellor of the California Community Colleges, to provide funding, upon appropriation by the Legislature, to each community college meeting prescribed requirements. Current law authorizes a community college to use that funding to waive some or all of the fees for 2 academic years for first-time community college students and returning community college students, as defined, who are enrolled in 12 or more semester units or the equivalent, or less for students certified as “full time” by a staff person in the disabled student services program, as specified, and who complete and submit either a Free Application for Federal Student Aid or --CJ □
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Location: 06/11/2025 - Senate ED.

Introduced: 02/11/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

AB 635 Ahrens (D) HTML PDF
Mobilehome Residency Law Protection Program: Attorney General.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

Summary: Current law establishes within the Department of Housing and Community Development the Mobilehome Residency Law Protection Program, which authorizes additional enforcement measures for violations of the Mobilehome Residency Law. Current law requires the department to refer any alleged violations of law or regulations within the department’s jurisdiction to the Division of Codes and Standards within the department, and to refer any alleged violations of law or regulations that are not within the jurisdiction of the department, as specified, to the appropriate enforcement agency. This bill would require the department to refer up to a total of 25 alleged violations of the Mobilehome Residency Law to the office of the Attorney General in any given fiscal year that the department in good faith efforts selects as the most severe, deleterious, and materially and economically impactful alleged violations. The bill would authorize the Attorney General to arbitrate, mediate, negotiate, or pursue any and all available judicial remedies in connection with any alleged violations of the law referred by the department. (Based on 04/10/2025 text)
Location: 06/04/2025 - Senate RLS.

Introduced: 02/13/2025

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

AB 985 Ahrens (D) HTML PDF
Anesthesiologist assistants.

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Bill information
Status: 06/04/2025 - In Senate. Read first time. To Com. on RLS. for assignment.

Summary: Current law provides for the licensure and regulation of specified healing arts licensees, including, among others, physicians and surgeons, physician assistants, nurses, and nurse anesthetists. Current unfair competition laws establishes a statutory cause of action for unfair competition, including any unlawful, unfair, or fraudulent business act or practice and unfair, deceptive, untrue, or misleading advertising. This bill, the Anesthesiologist Assistant Practice Act, would make it unlawful for any person to hold themselves out as an anesthesiologist assistant, as defined, unless they meet specified requirements. The bill would make it an unfair business practice to violate these provisions. The bill would require an anesthesiologist assistant to work under the direction and supervision of an anesthesiologist, and would require --CJ □
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the anesthesiologist to be physically present on the premises, and immediately available, to oversee and take responsibility for medical services rendered by the anesthesiologist assistant. (Based on 03/24/2025 text)
Location: 06/04/2025 - Senate RLS.

Introduced: 02/20/2025

Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025

AB 1314 Ahrens (D) HTML PDF
Transitional housing placement providers.

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Bill information
Status: 06/11/2025 - Referred to Com. on HUMAN S.

Summary: The California Community Care Facilities Act requires the State Department of Social Services to license and regulate transitional housing placement providers, which is defined as organizations licensed by the department to provide transitional housing to foster children at least 16 years of age and not more than 18 years of age and to nonminor dependents to promote their transition to adulthood. Current law requires the department to adopt regulations governing transitional housing placement living arrangement requirements for minors and nonminor dependents, including allowing a participant to share a bedroom or unit with certain other individuals and requiring all counties and program contracts to allow participants and those certain other individuals to share bedrooms, bathrooms, and units together, regardless of gender identity. Under existing law, a violation of the act is a misdemeanor. This bill would require all counties and program contracts to follow, and not have requirements that are more stringent than, the requirements adopted pursuant to the above-described provisions, as specified. (Based on 03/10/2025 text)
Location: 06/11/2025 - Senate HUM. S.

Introduced: 02/21/2025

Current Text: 03/10/2025 - Amended
Last Amend: 03/10/2025

AB 1332 Ahrens (D) HTML PDF
Medicinal cannabis: shipments.

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Bill information
Status: 06/11/2025 - Referred to Coms. on B. P. & E.D. and L. GOV.

Summary: Current law, the Compassionate Use Act of 1996, an initiative measure enacted by Proposition 215 at the November 6, 1996, statewide general election, declares that its purpose is, among other things, to ensure that seriously ill Californians have the right to obtain and use marijuana for medical purposes, as specified, and exempts from state criminal liability certain patients and their primary caregivers who possess or cultivate marijuana for the personal medical purposes of the patient. This bill, until January 1, 2029, would authorize a licensed microbusiness with an M-license whose licensed activities include retail sale, distribution, and outdoor cultivation to directly ship certain medicinal cannabis or medicinal cannabis products to a medicinal cannabis patient in the state, if the licensed microbusiness complies with specified requirements, including that the medicinal cannabis is only shipped to a medicinal cannabis patient who cannot access or utilize a cannabis retailer or delivery within 60 miles of the patient’s location, the amount shipped to a medicinal cannabis patient in a single day does not --c::J □
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Desk. Policy FiSUol FIOOf Desk Polic:y Fiscal Floor C0r1fCOnc. Enrolled \htoed Chapt~rcd exceed specified possession limits, and the package is received and signed for by someone 21 years of age or older. The bill would require a microbusiness shipping directly to a patient to comply with specified laws and regulations governing cannabis retailers for purposes of that shipment. If the medicinal cannabis patient is a qualified patient that possesses a valid physician’s recommendation, the bill would require the retailer to certify in writing that they verified the recommendation and would require the retailer to keep a copy of that certification for no less than 7 years. The bill would amend the Medicinal Cannabis Patients’ Right of Access Act to, among other things, prohibit a local jurisdiction from adopting or enforcing any regulation that prohibits the retail sale by shipment within the local jurisdiction of medicinal cannabis to medicinal cannabis patients or their primary caregivers by a licensed microbusiness with an M-license, as specified. (Based on 04/21/2025 text) Location: 06/11/2025 - Senate B., P. & E.D.

Introduced: 02/21/2025

Current Text: 04/21/2025 - Amended
Last Amend: 04/21/2025

SB 30 Cortese (D) HTML PDF
Diesel-powered on-track equipment: decommissioning: resale and transfer restrictions.

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Bill information
Status: 06/05/2025 - 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. The bill would exempt the sale, donation, or transfer of that equipment from the prohibition if certain criteria are satisfied, including, among others, that the equipment is deemed to be in one of specified categories of emissions standards designated by the federal government for
locomotives and the public entity certifies that the transaction will lead to a net air quality benefit where the receiving entity will be using the equipment. (Based on 05/05/2025 text)
Location: 06/05/2025 - Assembly TRANS.

Introduced: 12/02/2024 (Spot bill)

Current Text: 05/05/2025 - Amended
Last Amend: 05/05/2025

SB 61 Cortese (D) HTML PDF
Private works of improvement: retention payments.

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Bill information
Status: 05/12/2025 - Referred to Com. on JUD.

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)
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Location: 05/12/2025 - Assembly JUD.

Introduced: 01/09/2025

Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025

SB 254 Becker (D) HTML PDF
Electricity: wildfire mitigation: rate assistance: Policy-Oriented and Wildfire Electric Reimbursement (POWER) Program.

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Bill information
Status: 06/16/2025 - Referred to Coms. on U. & E. and NAT. RES.

Summary: Current law establishes the Wildfire Safety Division and requires the division to perform certain regulatory functions related to the wildfire mitigation plans of electrical corporations. Current law transferred all functions of the Wildfire Safety Division to the Office of Energy Infrastructure Safety effective July 1, 2021. This bill would repeal the Wildfire Safety Division. (Based on 05/28/2025 text)
Location: 06/16/2025 - Assembly U. & E.

Introduced: 02/03/2025

Current Text: 05/28/2025 - Amended
Last Amend: 05/28/2025

SB 257 Wahab (D) HTML PDF
Pregnancy As a Recognized Event for Nondiscriminatory Treatment (PARENT) Act.

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Bill information
Status: 06/09/2025 - Referred to Com. on HEALTH.

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: 06/09/2025 - Assembly HEALTH
Introduced: 02/03/2025

Current Text: 02/03/2025 - Introduced

SB 258 Wahab (D) HTML PDF
Crimes: rape.

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Bill information
Status: 06/09/2025 - 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 05/01/2025 text)
Location: 06/09/2025 - Assembly PUB. S.

Introduced: 02/03/2025

Current Text: 05/01/2025 - Amended
Last Amend: 05/01/2025

SB 259 Wahab (D) HTML PDF
Fair Online Pricing Act.

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Bill information
Status: 06/13/2025 - From committee with author's amendments. Read second time and amended.

Re-referred to Com. on P. & C.P.

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, subject to specified exceptions, prohibit a price offered to a consumer through the consumer’s online device, as defined, from being generated in whole, or in part, based on any of certain input data, including the presence or absence of any software on the online device. (Based on 06/13/2025 text) Location: 06/05/2025 - Assembly P. & C.P.

Introduced: 02/03/2025 (Spot bill)

Current Text: 06/13/2025 - Amended
Last Amend: 06/13/2025

SB 261 Wahab (D) HTML PDF
Division of Labor Standards Enforcement: orders, decisions, and awards.

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Bill information
Status: 06/16/2025 - Referred to Coms. on L. & E. and JUD.

Summary: Existing 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. Existing 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. Existing law requires the Labor Commissioner, within 15 days after the hearing is concluded, to file in the office of the division a copy of the order, decision, or award. This bill would require the division to post on its internet website specified information about any employer with an unsatisfied 2ndHOl.lse
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-·--·--·------·--~1-- --0--------0---Des.lo; Poli,;-y Fi5c.i,I Floo< Desi,; Policy Fiscol Floor ConfCooc Enrollcd ~oed Ch!lptot1cd order, decision, or award, as prescribed. The bill would require the posting 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. By expanding the crime of perjury, the bill would impose a state-mandated local program. This bill contains other related provisions and other existing laws. (Based on 05/23/2025 text) Location: 06/16/2025 - Assembly L. & E.

Introduced: 02/03/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 262 Wahab (D) HTML PDF
Housing element: prohousing designations: prohousing local policies.

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Bill information
Status: 06/09/2025 - Referred to Coms. on H. & C.D. and L. GOV.

Summary: Current law requires the Department of Housing and Community Development to determine whether the housing element is in substantial compliance with provisions of the Planning and Zoning Law. 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 include additional examples of prohousing local policies under the above-described provisions, as specified. (Based on 05/29/2025 text) Location: 06/09/2025 - Assembly H. & C.D.

Introduced: 02/03/2025

Current Text: 05/29/2025 - Amended
Last Amend: 05/29/2025

SB 272 Becker (D) HTML PDF
San Mateo County Transit District: job order contracting: pilot program.

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Bill information
Status: 05/12/2025 - Referred to Com. on L. GOV.

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 job 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 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)
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Location: 05/12/2025 - Assembly L. GOV.

Introduced: 02/04/2025

Current Text: 03/18/2025 - Amended
Last Amend: 03/18/2025

SB 306 Becker (D) HTML PDF
Health care coverage: prior authorizations.

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Bill information
Status: 06/05/2025 - 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 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, or an entity with which the plan or insurer contracts for prior authorization, from imposing prior authorization, as defined, or prior notification 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 post specified information, including a list of covered health care services exempted from prior authorization, on its internet website by March 15 of each calendar year. The bill would also clarify how to calculate a plan’s or insurer’s approval rate for purposes of determining whether a service may be exempted from prior authorization. (Based on 04/28/2025 text)
Location: 06/05/2025 - Assembly HEALTH
Introduced: 02/10/2025

Current Text: 04/28/2025 - Amended
Last Amend: 04/28/2025

SB 326 Becker (D) HTML PDF
Wildfire safety: The California Wildfire Mitigation Strategic Planning Act.

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Bill information
Status: 06/09/2025 - Referred to Coms. on E.M and NAT. RES.

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 --c::J □
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Assembly EMERGENCY

MANAGEMENT
Introduced: 02/11/2025

Current Text: 02/11/2025 - Introduced

SB 332 Wahab (D) HTML PDF
Investor-Owned Utilities Accountability Act.

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Bill information
Status: 06/09/2025 - Referred to Com. on U. & E.

Summary: Current law vests the State Energy Resources Conservation and Development Commission (Energy Commission) with various responsibilities for developing and implementing the state’s energy policies. This bill would require the Energy Commission to select a research institute, as defined, to conduct a comparative analysis of the benefits and challenges of transitioning the electrical corporations to a public entity, nonprofit public benefit corporation, or mutual benefit corporation in order to identify a recommended model, as provided. The bill would require the research institute to complete the analysis on or before January 1, 2029, and, upon completion, to submit the analysis to the Legislature and the Energy Commission. (Based on 05/28/2025 text)
Location: 06/09/2025 - Assembly U. & E.

Introduced: 02/12/2025

Current Text: 05/28/2025 - Amended
Last Amend: 05/28/2025

SB 338 Becker (D) HTML PDF
Virtual Health Hub for Rural Communities Pilot Program.

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Bill information
Status: 06/05/2025 - Referred to Com. on HEALTH.

Summary: Would establish the Virtual Health Hub for Rural Communities Pilot Program and require the State Department of Public Health to administer the program to expand access to health services for farmworkers in rural communities. The bill would require the department to fund grants to a community organization or organizations to administer the program and to provide technical assistance to the organization or organizations for any licensing or reporting requirements necessary to fulfill the program obligations. The bill would require the organization awarded a grant, among other things, to deploy virtual health hubs, as defined, in 2 rural communities based on farmworker population and access to health care. Under the bill, the virtual health hubs 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. The bill would --CJ □
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Introduced: 02/12/2025

Current Text: 05/06/2025 - Amended
Last Amend: 05/06/2025

SB 358 Becker (D) HTML PDF
Mitigation Fee Act: mitigating vehicular traffic impacts.

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Bill information
Status: 06/09/2025 - Referred to Com. on L. GOV.

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, if the housing development satisfies all of certain prescribed characteristics, to reflect a lower rate of automobile trip generation associated with such housing developments in comparison with housing developments without the 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 characteristics. This bill would require those findings to be supported by substantial evidence in the record before or as part of the housing development project approval process. (Based on 05/27/2025 text)
Location: 06/09/2025 - Assembly L. GOV.

Introduced: 02/12/2025

Current Text: 05/27/2025 - Amended
Last Amend: 05/27/2025

SB 361 Becker (D) HTML PDF
Data broker registration: data collection.

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Bill information
Status: 05/12/2025 - Referred to Com. on P. & C.P.

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 --CJ □
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••-~•--·--·--,(I,-- -0------0-0----Desk Policy FiSUol FIOOf Desk Polic:y Fiscal Floor COl'lf.COnc. Enrolled \htoed Chllpte-rcd orientation status, gender identity and gender expression data, and biometric data. (Based on 03/24/2025 text)
Location: 05/12/2025 - Assembly P. & C.P.

Introduced: 02/13/2025

Current Text: 03/24/2025 - Amended
Last Amend: 03/24/2025

SB 384 Wahab (D) HTML PDF
Preventing Algorithmic Price Fixing Act: prohibition on price-fixing algorithm use.

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Bill information
Status: 06/09/2025 - Referred to Coms. on JUD. and P. & C.P.

Summary: Would enact the Preventing Algorithmic Price Fixing Act, in addition to any other law, would prohibit a person from selling, licensing, or otherwise providing and a seller, as defined, from using a price-fixing algorithm, as defined, to set either: (1) a price or supply level of a good or service or (2) a rent or occupancy level of rental property. The bill would provide a seller an affirmative defense to liability if the seller can show that the seller conducted due diligence, as specified. The bill would authorize the Attorney General or a city attorney or county counsel to file a civil action for violations of these provisions, as specified, including for a civil penalty of up to $1,000 per violation, as specified. (Based on 04/24/2025 text) Location: 06/09/2025 - Assembly JUD.

Introduced: 02/14/2025

Current Text: 04/24/2025 - Amended
Last Amend: 04/24/2025

SB 390 Becker (D) HTML PDF
Community facilities district: inclusion or annexation of territory: County of San Mateo.

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Bill information
Status: 06/05/2025 - Referred to Com. on L. GOV.

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 04/30/2025 text)
Location: 06/05/2025 - Assembly L. GOV.

Introduced: 02/14/2025

Current Text: 04/30/2025 - Amended
Last Amend: 04/30/2025

SB 400 Cortese (D) HTML PDF
Road Maintenance and Rehabilitation Account: University of California: California State University: reports.

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Status: 05/19/2025 - 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 appropriations 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 Institute of Transportation Studies and the California State University Transportation Consortium, on or before January 1 of each year, to each submit a report to the Transportation Agency and specified legislative committees detailing the expenditures of those moneys for the previous fiscal year, including, but not limited to, research activities and administration. (Based on 04/07/2025 text) Location: 05/19/2025 - Assembly TRANS.

Introduced: 02/14/2025

Current Text: 04/07/2025 - Amended
Last Amend: 04/07/2025

SB 429 Cortese (D) HTML PDF
Wildfire Safety and Risk Mitigation Program.

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Bill information
Status: 06/09/2025 - Referred to Coms. on INS. and E.M.

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: 06/09/2025 - Assembly INS.

Introduced: 02/18/2025

Current Text: 03/26/2025 - Amended
Last Amend: 03/26/2025

SB 433 Wahab (D) HTML PDF
Residential care facilities for the elderly: assisted living waiver rental rate protection.

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Bill information
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Status: 06/16/2025 - Referred to Coms. on AGING & L.T.C and HUM. S.

Summary: Current law requires the State Department of Health Care Services 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 Department 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 dive
rsion to assisted living facilities, such as residential care facilities for the elderly. This bill would authorize the State Department of Health Care Services and the State Department of Social Services to waive compliance with the prohibition on rent controls when determined necessary and appropriate in the context of the above-described program to test the efficacy of providing an assisted living benefit. (Based on 04/01/2025 text) Location: 06/16/2025 - Assembly AGING &
L.T.C.

Introduced: 02/18/2025

Current Text: 04/01/2025 - Amended
Last Amend: 04/01/2025

SB 435 Wahab (D) HTML PDF
Residential care facilities for the elderly: emergency backup power source.

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Bill information
Status: 06/16/2025 - Referred to Coms. on AGING & L.T.C and HUM. S.

Summary: Would, commencing January 1, 2028, 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, 2028. By expanding the scope of an existing crime, the bill would impose a state-mandated local program. (Based on 04/23/2025 text)
Location: 06/16/2025 - Assembly AGING &
L.T.C.

Introduced: 02/18/2025

Current Text: 04/23/2025 - Amended
Last Amend: 04/23/2025

SB 436 Wahab (D) HTML PDF
Unlawful detainer: notice to terminate tenancy.

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Desk Poli(y Fiscal Floor ConfConc Enroll11d Vetoed Ch&pte,red --CJ □
••---<·--·--•--~ ----0--------0-0Hk Policy Fiscal Floo, Dcsk Policy FiKal Floor ConfConc . Enrolled Vetoed Chllptered Bill information
Status: 06/09/2025 - Referred to Com. on JUD. (Amended text released 6/17/2025) Summary: Existing law prescribes summary procedures for actions to obtain possession of real property.

Existing 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. This bill would extend the notice period described above, to terminate a tenancy on a tenant who is in default in the payment of rent, to permit the tenant at least 14 days, excluding weekends and judicial holidays, to pay the amount that is in default and due. The bill would also make conforming changes. (Based on 06/17/2025 text) Location: 06/09/2025 - Assembly JUD.

Introduced: 02/18/2025

Current Text: 06/17/2025 - Amended
Last Amend: 06/17/2025

SB 462 Cortese (D) HTML PDF
California Farmland Conservancy Program: conservation easements: funding.

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Bill information
Status: 05/23/2025 - May 23 hearing: Held in committee and under submission.

Summary: Existing 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. Existing 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, existing 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. The bill would continuously appropriate moneys in the account to the department for expenditure as provided. The bill would require that the funding only be awarded for agricultural conservation easements on agricultural land, as defined. (Based on 04/10/2025 text)
Location: 04/21/2025 - Senate APPR.

SUSPENSE FILE
Introduced: 02/19/2025

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

SB 493 Becker (D) HTML PDF
District agricultural associations: secretary-managers: compensation.

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Bill information
--CJ □
2ndHOl.lse
• • Desi< Policy Fisc~I Floor Conf.Conc Enrolled \ktoed Chopt~cd --CJ □
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Desi< Polic:y Fisc~I Floor ConfConc . Enrolled \ktoed Ch!lptcrcd Status: 06/05/2025 - Referred to Com. on AGRI.

Summary: Existing law governs the apportionment of state funds to fairs within the network of California fairs, which includes, in general, the California Exposition and State Fair, district agricultural association fairs, county fairs, and citrus fruit fairs. Existing law authorizes consideration of the classification of a fair seeking an apportionment of state funds when determining compensation for the fair’s manager. Existing 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) renaming 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 if the secretary receives nonstate funds, as provided, for that purpose; (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 05/23/2025 text) Location: 06/05/2025 - Assembly AGRI.

Introduced: 02/19/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 494 Cortese (D) HTML PDF
Classified school and community college employees: disciplinary hearings: appeals: contracted administrative law judges.

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Bill information
Status: 06/09/2025 - Referred to Coms. on P. E. & R. and HIGHER ED.

Summary: (1)Existing law requires the governing board of a school district to employ persons for positions not requiring certification qualifications and the governing board of a community college district to employ persons for positions that are not academic positions. Existing law requires the governing board of a school district or community college district to classify those employees and positions and requires that they be known as the classified service. Existing law requires the governing board of a school district or community college district to prescribe written rules and regulations governing the personnel management of the classified service whereby classified employees are designated as permanent employees after serving a prescribed period of probation. Existing 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 --CJ □
••---<·--·--•--~ ----0-------0--Onk Policy Fi,;cal Floo, Oc-sk Policy FiKal Floo~ ConfConc . Enrolled \htocd Chllpterll!d 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 04/10/2025 text)
Location: 06/09/2025 - Assembly P.E. & R.

Introduced: 02/19/2025

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

SB 498 Becker (D) HTML PDF
County detention: juvenile facilities: commissary.

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Bill information
Status: 06/16/2025 - Referred to Com. on PUB. S.

Summary: Existing law requires that an inmate in a state prison who has maintained an inmate trust account with $25 or less for 30 consecutive days be deemed indigent and requires that an inmate who is indigent receive, among other things, basic supplies necessary for maintaining personal hygiene. This bill would require that 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 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 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 probation officers, this bill would impose a state-mandated local program. (Based on 05/23/2025 text) Location: 06/16/2025 - Assembly PUB. S.

Introduced: 02/19/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 522 Wahab (D) HTML PDF
Housing: tenant protections.

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Bill information
Status: 06/09/2025 - Referred to Coms. on H. & C.D. and 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) --c::J □
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Desk. Policy FiScal FIOOf Desk. Polic:y Fiscal Floor C0r1fCOnc. Enrolled \htoed Chaptered Location: 06/09/2025 - Assembly H. & C.D.

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: California Renewables Portfolio Standard Program.

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Bill information
Status: 06/05/2025 - In Assembly. Read first time. Held at Desk.

Summary: Current 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 Coordi nating
Council and the North American Electric Reliability Council. 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 (PUC), the State Energy Resources Conservation and Development Commission (Energy 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 to use voluntary energy markets governed by an independent regional organization, only if specified requirements are satisfied. The bill would authorize the ISO, on or after January 1, 2028, to implement tariff modifications accepted by the Federal Energy Regulatory Commission to operate the energy markets whose rules are governed by an independent regional organization if the governing board of the ISO adopts a resolution, as specified, finding that each of the specified requirements have been, or will be, adopted by the independent regional organization. (Based on 05/29/2025 text)
Location: 06/04/2025 - Assembly DESK
Introduced: 02/20/2025

Current Text: 05/29/2025 - Amended
Last Amend: 05/29/2025

SB 541 Becker (D) HTML PDF
Electricity: load shifting.

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Bill information
Status: 06/09/2025 - Referred to Com. on U. & E.

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 --c::J □
2ndHOl.lse
• • • • Desk Policy Fiscal FIOOf DHlt Polot;y Fisciil Floor ConfConc . Enrolled ~oed Choptercd --c::J □
••---<·--·--•--~ ----0-------0--0Hk Policy Fi,;cal Floo, Dc-sk Policy FiKal Floor ConfConc . Enrolled \htocd Choptered 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 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 commission’s estimate of its load-shifting potential, including consideration of the relative share of statewide load of each retail supplier, and other relevant factors, as specified. The bill would require the Energy Commission, on or before July 1, 2028, and biennially thereafter, to evaluate and publish the amount of load shifting that each retail supplier achieved in the prior calendar year, and the amount of load shifting that each retail supplier is expected to achieve in future years, in comparison to the load shifting allocated to the retail supplier, as specified. The bill would require the Energy Commission, in consultation with the PUC and the Independent System Operator, to identify and evaluate barriers to effectively implementing load-shifting strategies and to establish a location-based avoided cost metric that estimates the value of demand reduction at different times and locations, as specified. (Based on 05/23/2025 text) Location: 06/09/2025 - Assembly U. & E.

Introduced: 02/20/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 545 Cortese (D) HTML PDF
High-speed rail: economic opportunities.

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Bill information
Status: 06/09/2025 - Referred to Coms. on TRANS. and L. GOV.

Summary: Existing law establishes the Office of Land Use and Climate Innovation with specified powers and duties related to long-range planning and research. Existing law creates the High-Speed Rail Authority, with specified powers and duties related to the develop ment and implementation
of a high-speed train system. This bill would require the Office of Land Use and Climate Innovation, on or before January 1, 2027, to commission a study on economic opportunities along the corridor of the California high-speed rail project, as defined, and other high- speed rail
projects in California that are planned to directly connect to the California high-speed rail project, as provided, and to submit a progress report to the chairpersons of the Senate Committee on Transportation and the Assembly Committee on Transportation for input. The bill would require, on or before January 1, 2028, the study to be completed and a report on the study’s findings and recommendations to be submitted to the appropriate policy and fiscal committees of the Legislature. The bill would require an infrastructure district, as defined, that uses its revenue to finance the construction of the high- speed rail project to dedicate a majority
of its revenue to infrastructure projects within the jurisdiction of the local agencies that establish the district. (Based on 05/23/2025 text)
Location: 06/09/2025 - Assembly TRANS.

Introduced: 02/20/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 550 Cortese (D) HTML PDF
California State University, San Jose: law school.

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t)e5k Poliq Fiscol Floor ConfCor,c Enrolled ~oed Choptl!'fcd Status: 06/09/2025 - Referred to Coms. on HIGHER ED. and JUD.

Summary: The Donahoe Higher Education Act establishes the segments of postsecondary education in the state, including the University of California and the California State University, and sets forth the missions and functions of those segments. Existing law states that the University of California has exclusive jurisdiction in public higher education over, among others, instruction in the profession of law. This bill 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 has been continuously accredited for a minimum of 5 years at the time of incorporation, the governing boards of both institutions approve a merger agreement, and the Trustees of the California State University 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, governance structure, and budget. 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, as provided. (Based on 05/23/2025 text) Location: 06/09/2025 - Assembly HIGHER
ED.

Introduced: 02/20/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 551 Cortese (D) HTML PDF
Corrections and rehabilitation: state policy.

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Bill information
Status: 06/10/2025 - From committee with author's amendments. Read second time and amended.

Re-referred to Com. on PUB. S.

Summary: Under current 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. (Based on 06/10/2025 text)
Location: 06/05/2025 - Assembly PUB. S.

Introduced: 02/20/2025

Current Text: 06/10/2025 - Amended
Last Amend: 06/10/2025

SB 553 Cortese (D) HTML PDF
Prisons: clearances.

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••---<·--·--•--<'-- ---0------0----0Hk Policy Fiscal Floo, Dcsk Policy FiKal Floor ConfConc . Enrolled Vetoed Chllptered Bill information
Status: 06/05/2025 - Referred to Com. on PUB. S.

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 provider clearance, as define
d. 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 t he
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: 06/05/2025 - Assembly 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.

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Bill information
Status: 06/05/2025 - Referred to Coms. on L. & E. and JUD.

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: 06/05/2025 - Assembly L. & E.

Introduced: 02/20/2025

Current Text: 03/28/2025 - Amended
Last Amend: 03/28/2025

SB 602 Cortese (D) HTML PDF
Veterinarians: veterinarian-client-patient-relationship.

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Status: 05/19/2025 - Referred to Com. on B. & P.

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 preve ntion 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: 05/19/2025 - Assembly B.&P.

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.

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Bill information
Status: 06/09/2025 - Referred to Coms. on H. & C.D. and HUM. S.

Summary: Existing 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. Existing 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. Existing 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 7 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. The bill would also require an applicant to --CJ □
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demonstrate its efforts to include small cities, as defined, in its regionally coordinated homeless action plan, as specified, and provide the most recent homeless point-in-time counts of small cities in the applicant’s jurisdiction. (Based on 05/23/2025 text) Location: 06/09/2025 - Assembly H. & C.D.

Introduced: 02/20/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 625 Wahab (D) HTML PDF
Housing developments: disasters: reconstruction of destroyed or damaged structures.

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Bill information
Status: 06/09/2025 - Referred to Coms. on H. & C.D. and JUD.

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 befo
re 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 decisio
n 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, 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. (Based on 04/07/2025 text)
Location: 06/09/2025 - Assembly H. & C.D.

Introduced: 02/20/2025 (Spot bill)

Current Text: 04/07/2025 - Amended
Last Amend: 04/07/2025

SB 653 Cortese (D) HTML PDF
Wildfire prevention: environmentally sensitive vegetation management.

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Bill information
Status: 06/05/2025 - Referred to Com. on NAT. RES.

Summary: Existing law requires the Department of Forestry and Fire Protection, in accordance with policies established by the State Board of Forestry and Fire Protection, to assist local governments in preventing future high-intensity wildland fires and instituting appropriate fuels management by making its wildland fire prevention and vegetation management expertise available to local governments, as provided. This bill would define an environmentally sensitive vegetation management project to mean vegetation management that reduces catastrophic wildfire risk over the long term while supporting native wildlife and biodiversity. The bill would require an environmentally sensitive vegetation management project to prioritize specified --CJ □
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Location: 06/05/2025 - Assembly NAT.

RES.

Introduced: 02/20/2025 (Spot bill)

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 681 Wahab (D) HTML PDF
Housing.

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Bill information
Status: 06/16/2025 - Referred to Coms. on H. & C.D. and JUD.

Summary: (1)Existing law, the Planning and Zoning Law, authorizes a local agency to provide for the creation of accessory dwelling units in single-family and multifamily residential zones by ordinance, and sets forth standards the ordinance is required to impose with respect to certain matters, including, among others, maximum unit size, parking, and height standards. Existing law authorizes a local agency to provide by ordinance for the creation of junior accessory dwelling units, as defined, in single-family residential zones and requires the ordinance to include, among other things, standards for the creation of a junior accessory dwelling unit, required deed restrictions, and occupancy requirements. This bill would prohibit fees and other financial requirements from being included in the above-described reasonable restrictions. (Based on 05/23/2025 text)
Location: 06/16/2025 - Assembly H. & C.D.

Introduced: 02/21/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 683 Cortese (D) HTML PDF
Privacy: use of a person’s name, voice, signature, photograph, or likeness: injunctive relief.

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Bill information
Status: 06/05/2025 - Referred to Coms. on JUD., P. & C.P., and APPR.

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 the 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 that requires the respondent to remove, recall, or otherwise cease the publication or distribution of the petitioner’s name, voice, signature, photograph, or likeness. (Based on 04/10/2025 text)
Location: 06/05/2025 - Assembly JUD.

Introduced: 02/21/2025

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

SB 685 Cortese (D) HTML PDF
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California State University: financial aid for homeless students: pilot program.

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Bill information
Status: 06/05/2025 - Referred to Coms. on HIGHER ED. and ED.

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 appropriation 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, or specified students who are exempt from paying nonresident tuition, 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 b etween 17
and 26 years of age, inclusive, upon receipt of assistance. This bill would require, commencing with the 2026–27 academic year, each participating campus to provide financial assistance for the balance of the qualifying student’s cost of attendance that exceeds the financial aid, excluding federal loans, the qualifying student receives during the first 4 years the qualifying student participates in the pilot program. The bill would require the qualifying student to meet certain requirements to receive financial assistance under the pilot program, as specified. (Based on 04/22/2025 text)
Location: 06/05/2025 - Assembly HIGHER
ED.

Introduced: 02/21/2025

Current Text: 04/22/2025 - Amended
Last Amend: 04/22/2025

SB 693 Cortese (D) HTML PDF
Employees: meal periods.

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Bill information
Status: 05/29/2025 - Referred to Com. on L. & E.

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 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: 05/29/2025 - Assembly L. & E.

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.

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Bill information
Status: 06/05/2025 - Referred to Com. on TRANS.

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: 06/05/2025 - Assembly TRANS.

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.

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Bill information
Status: 06/16/2025 - Referred to Com. on PUB. S.

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. Current law makes it a misdemeanor for a person to intercept a public safety radio service communication for the purpose of using the communication to assist in the commission of a criminal offense or to avoid arrest, as specified. Current law makes it an infraction to possess or e
quip a vehicle with a device that is capable of interfering with a device used by a law enforcement agency to measure the speed of moving objects, as specified, and makes it a misdemeanor to possess four or more of those devices. This bill would make it a crime 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 either as an infraction or a misdemeanor, as specified. (Based on 04/09/2025 text)
Location: 06/16/2025 - Assembly PUB. S.

Introduced: 02/21/2025

Current Text: 04/09/2025 - Amended
Last Amend: 04/09/2025

SB 743 Cortese (D) HTML PDF
Education finance: Education Equalization Act: Equalization Reserve Account.

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Bill information
Status: 06/09/2025 - Referred to Com. on ED.

Summary: Current law establishes a public school financing system that requires state funding for county superintendents of schools, school districts, and charter schools to be calculated pursuant to a local control funding formula (LCFF), as specified. Under current law, school districts that receive local revenues that exceed the LCFF amount do not receive a specified apportionment of LCFF funds, as provided, and are known as “basic aid school districts” or “excess tax entities.” 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 creates the Public School System Stabilization Account in the General Fund and requires the Controller to transfer, pursuant to a schedule provided 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, defined as school districts that received the above-described apportionment of LCFF funds in any of the then preceding 3 fiscal years, in a manner prescribed by the Legislature. (Based on 05/29/2025 text)
Location: 06/09/2025 - Assembly ED.

Introduced: 02/21/2025 (Spot bill)

Current Text: 05/29/2025 - Amended
Last Amend: 05/29/2025

SB 750 Cortese (D) HTML PDF
California Housing Finance and Credit Act.

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Bill information
Status: 06/05/2025 - Referred to Coms. on H. & C.D. and JUD.

Summary: 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. Current law establishes the California Housing Finance Agency in the Business, Consumer Services, and Housing Agency. Current law also establishes the California Homebuyer’s Downpayment Assistance Program for purposes of assisting first-time low- and moderate-income homebuyers utilizing existing mortgage financing, as described, and requires the agency to administer the program. Commencing January 1, 2027, and only if Senate Constitutional Amendment ____ of the 2025–26 Regular Session is approved by voters, this bill would enact 2nd House
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Desio; Policy Fisa,I FIOOI' Desio; Poli(y Fiscal Floor ConfConc Enrolll!ld 1/ftoed Ch!lpte,ied the California Housing Finance and Credit Act (CAHFCA) to establish, without cost, a credit enhancement program for affordable housing construction loans and permanent loans to further housing production within the state by stimulating the flow of private capital into affordable housing construction and development in order to rationally meet the need for new and expanded affordable housing necessary to house all the people of this state. CAHFCA would require the agency to administer and implement the program, as provided, and would authorize the agency to insure and offer credit enhancements for construction loans and permanent loans for affordable housing developments. (Based on 05/23/2025 text) Location: 06/05/2025 - Assembly H. & C.D.

Introduced: 02/21/2025

Current Text: 05/23/2025 - Amended
Last Amend: 05/23/2025

SB 753 Cortese (D) HTML PDF
Special business regulations: shopping carts.

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Bill information
Status: 06/05/2025 - Referred to Com. on L. GOV.

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: 06/05/2025 - Assembly L. GOV.

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.

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Bill information
Status: 06/09/2025 - Referred to Com. on TRANS.

Summary: Current 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 f ederal law. Current 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 05/06/2025 text)
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Location: 06/09/2025 - Assembly TRANS.

Introduced: 02/21/2025

Current Text: 05/06/2025 - Amended
Last Amend: 05/06/2025

SB 822 Becker (D) HTML PDF
Unclaimed property: digital financial assets.

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Bill information
Status: 06/13/2025 - June 24 set for second hearing canceled at the request of author.

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. Existing 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. (Based on 04/10/2025 text) Location: 06/05/2025 - Assembly JUD.

Introduced: 02/21/2025 (Spot bill)

Current Text: 04/10/2025 - Amended
Last Amend: 04/10/2025

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2025 Q2 Legislative Action Summary

Below is a summary of the actions that were taken during 2025 Q2 in alignment with the City of Santa Clara’s 2025 Legislative Advocacy Positions (LAPs), guiding principles for legislative advocacy, approved City policies (e.g., City Council Goals and Priorities), and/or Council action.

Community Services LAP

• June 9, 2025 Letter of support to restore federal funding for the Institute of Museum and Library Services to U.S. Senator Alex Padilla, U.S. Senator Adam Schiff, and U.S. Representative Ro Khanna

Housing LAP

• May 19, 2025 Sign on Association of Bay Area Governments letter supporting a $30 million State budget appropriation for the Bay Area Housing Finance Authority to California State Budget leadership: Chair of the Senate Budget and Fiscal Review Committee Scott Wiener, Chair of the Assembly Budget Committee Jesse Gabriel, Chair of the Senate Budget Subcommittee #4 Christopher Cabaldon, and Chair of the Assembly Budget Subcommittee

• June 9, 2025 Letter of support to protect funding for the Department of Housing and Urban Development’s Community Development Block Grant Program to U.S. Senator Alex Padilla, U.S. Senator Adam Schiff, and U.S. Representative Ro Khanna

• June 19, 2025 Letter of support for AB 736 (Wicks) – The Affordable Housing Bond Act of 2026 to State Assemblymember Buffy Wicks

Public Safety LAP

• April 21, 2025 Letter of support for SB 701 (Wahab) – Signal jammers to State Senator Dr. Aisha Wahab

• May 22, 2025 Letter of support for SB 258 (Wahab) – Crimes: rape to State Senator Dr. Aisha Wahab

City of
Santa Clara
The Center of What's Possible
Sustainability and Environmental Protection LAP

• June 4, 2025 Letter of support for SB 496 (Hurtado) – Advanced Clean Fleets Regulation: appeals advisory committee: exemptions submitted to State Senator Melissa Hurtado

Transportation Issues LAP

• April 23, 2025 Letter of support for the City’s Federal Community Project Funding Requests to U.S. Representative Ro Khanna

• June 12, 2025 Letter of support to protect State transit funding to California State leadership: Governor Gavin Newson, Senate President pro Tempore Mike McGuire, and Assembly Speaker Robert Rivas

Multiple Legislative Priorities

• April 2025 Sign on coalition letter supporting a $50 million State budget appropriation per host city for the 2026 FIFA World Cup to California State leadership: Governor Gavin Newsom, Senate President pro Tempore Mike McGuire, and Assembly Speaker Robert Rivas (Public Safety, Regional Issues and Collaboration, and Transportation Issues LAPs)

• May 2, 2025 Letter of support for the City’s State Budget Requests to State Assemblymember Patrick Ahrens (Community Services, Housing, and Transportation Issues LAPs)

• May 2, 2025 Letter of support for the City’s State Budget Requests to State Senator Dr. Aisha Wahab (Community Services, Housing, and Transportation Issues LAPs)

• May 8, 2025 Cities Association of Santa Clara County Legislative Action Committee Discussion Bills (Housing, Emergency Management, and Sustainability and Environmental Protection LAPs)

1500 Warburton Avenue ● Santa Clara, CA 95050 ● Phone: 408-615-2200 ● Fax: 408-241-6771 ● SantaClaraCA.gov Lisa M. Gillmor
Mayor

June 9, 2025

The Honorable Alex Padilla
United States Senate
331 Hart Senate Office Building
Washington, DC 20510

RE: Letter of Support to Restore Funding for the Institute of Museum and Library Services

Dear Senator Padilla,
On behalf of the City of Santa Clara, I am writing to express our support to restore funding for the Institute of Museum and Library Services (IMLS) to prior funding levels in the upcoming budget. As the only federal agency dedicated to ensuring that every community has access to essential library funding, IMLS plays a critical role in promoting early literacy, family literacy, and life-long learning in our city and across the country.

Eliminating or significantly reducing funding for IMLS would have a disproportionate and devastating impact on our residents. In our city and throughout the state of California, IMLS -funded programs are crucial community assets: they support literacy, digital access, workforce development, and lifelong learning for students, job seekers, veterans, seniors, people with disabilities, and new immigrants.

In Santa Clara, these cuts would eliminate access to vital resources including:
• Encyclopedia Britannica, Gale, PebbleGo Science, TeachingBooks, and ProQuest – which are used daily by K-12 students
• The eBooks for All California program
• Online New York Times access
• California Revealed (oral history archives)
• Staff development tools such as California Libraries Learn (CALL) • Adult Literacy and California Library Literacy Services (CLLS) In practice, this means that children will no longer have access to important academic support tools, adults will lose access to digital literacy training materials, and seniors will be deprived of critical community engagement opportunities.

Additionally, public libraries function as critical hubs during times of crisis, offering free emergency internet access, device charging stations, inclement weather relief facilities, and trusted public information. Defunding the IMLS will remove this essential community infrastructure for our most vulnerable community members.

City of
Santa Clara
The Center of Wh~t's Possible
Senator Alex Padilla
Re: Letter of Support to Restore Funding for the Institute of Museum and Library Services June 9, 2025