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HomeMy WebLinkAbout2023-06-07 Utilities Advisory Commission Agenda PacketUTILITIES ADVISORY COMMISSION Regular Meeting Wednesday, June 07, 2023 Council Chambers & Hybrid 6:00 PM Pursuant to AB 361 Palo Alto City Council meetings will be held as “hybrid” meetings with the option to attend by teleconference/video conference or in person. To maximize public safety while still maintaining transparency and public access, members of the public can choose to participate from home or attend in person. Information on how the public may observe and participate in the meeting is located at the end of the agenda. Masks are strongly encouraged if attending in person. The meeting will be broadcast on Cable TV Channel 26, live on YouTube https://www.youtube.com/c/cityofpaloalto, and streamed to Midpen Media Center https://midpenmedia.org. VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/96691297246) Meeting ID: 966 9129 7246    Phone: 1(669)900‐6833 PUBLIC COMMENTS Public comments will be accepted both in person and via Zoom for up to three minutes or an amount of time determined by the Chair. All requests to speak will be taken until 5 minutes after the staff’s presentation. Written public comments can be submitted in advance to UACPublicMeetings@CityofPaloAlto.org and will be provided to the Council and available for inspection on the City’s website. Please clearly indicate which agenda item you are referencing in your subject line. PowerPoints, videos, or other media to be presented during public comment are accepted only by email to UACPublicMeetings@CityofPaloAlto.org at least 24 hours prior to the meeting. Once received, the  Clerk will have them shared at public comment for the specified item. To uphold strong cybersecurity management practices, USB’s or other physical electronic storage devices are not accepted. TIME ESTIMATES Listed times are estimates only and are subject to change at any time, including while the meeting is in progress. The Commission reserves the right to use more or less time on any item, to change the order of items and/or to continue items to another meeting. Particular items may be heard before or after the time estimated on the agenda. This may occur in order to best manage the time at a meeting or to adapt to the participation of the public. CALL TO ORDER 6:00 PM ‐ 6:05 PM AGENDA CHANGES, ADDITIONS AND DELETIONS 6:05 PM ‐ 6:10 PM The Chair or Board majority may modify the agenda order to improve meeting management. PUBLIC COMMENT 6:10 PM ‐ 6:25 PM Members of the public may speak to any item NOT on the agenda. APPROVAL OF MINUTES 6:25 PM ‐ 6:30 PM 1.Approval of the Minutes of the Utilities Advisory Commission Meeting Held on May 3, 2023 UTILITIES DIRECTOR REPORT 6:30 PM ‐ 6:45 PM NEW BUSINESS (10 minute break will be imposed during this section) 2.Staff Recommends that the Utilities Advisory Commission Recommend the City Council Adopt the 2023 Annual Water Shortage Assessment Report (Action 6:45 PM – 7:25 PM) Staff: Lisa Bilir 3.Staff Recommends the Utilities Advisory Commission Accept and Approve the 2023 Wildfire Mitigation Prevention Plan as Presented (Action 7:25 PM – 7:50 PM) Staff: Jim Pachikara 4.Discussion and Presentation of the Update of the Grid Modernization (Discussion 7:50 PM – 8:50 PM) Staff: Tomm Marshall COMMISSIONER COMMENTS AND REPORTS FROM MEETINGS/EVENTS FUTURE TOPICS FOR UPCOMMING MEETING July 5, 2023 ADJOURNMENT SUPPLEMENTAL INFORMATION The materials below are provided for informational purposes, not for action or discussion during UAC Meetings (Govt. Code Section 54954.2(a)(3)). INFORMATIONAL REPORTS 5.Informational Report on the FY2021 Demand Side Management Report 12‐Month Rolling Calendar Public Letter(s) to the UAC PUBLIC COMMENT INSTRUCTIONS Members of the Public may provide public comments to teleconference meetings via email, teleconference, or by phone. 1. Written public comments  m a y   b e   s u b m i t t e d   b y   e m a i l   t o UACPublicMeetings@cityofpaloalto.org. 2. Spoken public comments using a computer will be accepted through the teleconference meeting. To address the Council, click on the link below to access a Zoom‐ based meeting. Please read the following instructions carefully. You may download the Zoom client or connect to the meeting in‐ browser. If using your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 , Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in older browsers including Internet Explorer. You may be asked to enter an email address and name. We request that you identify yourself by name as this will be visible online and will be used to notify you that it is your turn to speak. When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will activate and unmute speakers in turn. Speakers will be notified shortly before they are called to speak. When called, please limit your remarks to the time limit allotted. A timer will be shown on the computer to help keep track of your comments. 3. Spoken public comments using a smart phone will be accepted  through the teleconference meeting. To address the Council, download the Zoom application onto your phone from the Apple App Store or Google Play Store and enter the Meeting ID below. Please follow the instructions B‐E above. 4. Spoken public comments using a phone use the telephone number listed below. When you wish to speak on an agenda item hit *9 on your phone so we know that you wish to speak. You will be asked to provide your first and last name before addressing the Council. You will be advised how long you have to speak. When called please limit your remarks to the agenda item and time limit allotted. CLICK HERE TO JOIN    Meeting ID: 966 9129 7246   Phone:1‐669‐900‐6833  Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public programs, services and meetings in a manner that is readily accessible to all. Persons with disabilities who require materials in an appropriate alternative format or who require auxiliary aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at (650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or accommodations must be submitted at least 24 hours in advance of the meeting, program, or service.  1 Regular Meeting June 07, 2023 Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection at www.CityofPaloAlto.org.   UTILITIES ADVISORY COMMISSIONRegular MeetingWednesday, June 07, 2023Council Chambers & Hybrid6:00 PMPursuant to AB 361 Palo Alto City Council meetings will be held as “hybrid” meetings with theoption to attend by teleconference/video conference or in person. To maximize public safetywhile still maintaining transparency and public access, members of the public can choose toparticipate from home or attend in person. Information on how the public may observe andparticipate in the meeting is located at the end of the agenda. Masks are strongly encouraged ifattending in person. The meeting will be broadcast on Cable TV Channel 26, live onYouTube https://www.youtube.com/c/cityofpaloalto, and streamed to Midpen MediaCenter https://midpenmedia.org.VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/96691297246)Meeting ID: 966 9129 7246    Phone: 1(669)900‐6833PUBLIC COMMENTSPublic comments will be accepted both in person and via Zoom for up to three minutes or anamount of time determined by the Chair. All requests to speak will be taken until 5 minutesafter the staff’s presentation. Written public comments can be submitted in advance toUACPublicMeetings@CityofPaloAlto.org and will be provided to the Council and available forinspection on the City’s website. Please clearly indicate which agenda item you are referencingin your subject line.PowerPoints, videos, or other media to be presented during public comment are accepted onlyby email to UACPublicMeetings@CityofPaloAlto.org at least 24 hours prior to the meeting. Oncereceived, the  Clerk will have them shared at public comment for the specified item. To upholdstrong cybersecurity management practices, USB’s or other physical electronic storage devicesare not accepted.TIME ESTIMATES Listed times are estimates only and are subject to change at any time, including while the meeting is in progress. The Commission reserves the right to use more or less time on any item, to change the order of items and/or to continue items to another meeting. Particular items may be heard before or after the time estimated on the agenda. This may occur in order to best manage the time at a meeting or to adapt to the participation of the public. CALL TO ORDER 6:00 PM ‐ 6:05 PM AGENDA CHANGES, ADDITIONS AND DELETIONS 6:05 PM ‐ 6:10 PM The Chair or Board majority may modify the agenda order to improve meeting management. PUBLIC COMMENT 6:10 PM ‐ 6:25 PM Members of the public may speak to any item NOT on the agenda. APPROVAL OF MINUTES 6:25 PM ‐ 6:30 PM 1.Approval of the Minutes of the Utilities Advisory Commission Meeting Held on May 3, 2023 UTILITIES DIRECTOR REPORT 6:30 PM ‐ 6:45 PM NEW BUSINESS (10 minute break will be imposed during this section) 2.Staff Recommends that the Utilities Advisory Commission Recommend the City Council Adopt the 2023 Annual Water Shortage Assessment Report (Action 6:45 PM – 7:25 PM) Staff: Lisa Bilir 3.Staff Recommends the Utilities Advisory Commission Accept and Approve the 2023 Wildfire Mitigation Prevention Plan as Presented (Action 7:25 PM – 7:50 PM) Staff: Jim Pachikara 4.Discussion and Presentation of the Update of the Grid Modernization (Discussion 7:50 PM – 8:50 PM) Staff: Tomm Marshall COMMISSIONER COMMENTS AND REPORTS FROM MEETINGS/EVENTS FUTURE TOPICS FOR UPCOMMING MEETING July 5, 2023 ADJOURNMENT SUPPLEMENTAL INFORMATION The materials below are provided for informational purposes, not for action or discussion during UAC Meetings (Govt. Code Section 54954.2(a)(3)). INFORMATIONAL REPORTS 5.Informational Report on the FY2021 Demand Side Management Report 12‐Month Rolling Calendar Public Letter(s) to the UAC PUBLIC COMMENT INSTRUCTIONS Members of the Public may provide public comments to teleconference meetings via email, teleconference, or by phone. 1. Written public comments  m a y   b e   s u b m i t t e d   b y   e m a i l   t o UACPublicMeetings@cityofpaloalto.org. 2. Spoken public comments using a computer will be accepted through the teleconference meeting. To address the Council, click on the link below to access a Zoom‐ based meeting. Please read the following instructions carefully. You may download the Zoom client or connect to the meeting in‐ browser. If using your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 , Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in older browsers including Internet Explorer. You may be asked to enter an email address and name. We request that you identify yourself by name as this will be visible online and will be used to notify you that it is your turn to speak. When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will activate and unmute speakers in turn. Speakers will be notified shortly before they are called to speak. When called, please limit your remarks to the time limit allotted. A timer will be shown on the computer to help keep track of your comments. 3. Spoken public comments using a smart phone will be accepted  through the teleconference meeting. To address the Council, download the Zoom application onto your phone from the Apple App Store or Google Play Store and enter the Meeting ID below. Please follow the instructions B‐E above. 4. Spoken public comments using a phone use the telephone number listed below. When you wish to speak on an agenda item hit *9 on your phone so we know that you wish to speak. You will be asked to provide your first and last name before addressing the Council. You will be advised how long you have to speak. When called please limit your remarks to the agenda item and time limit allotted. CLICK HERE TO JOIN    Meeting ID: 966 9129 7246   Phone:1‐669‐900‐6833  Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public programs, services and meetings in a manner that is readily accessible to all. Persons with disabilities who require materials in an appropriate alternative format or who require auxiliary aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at (650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or accommodations must be submitted at least 24 hours in advance of the meeting, program, or service.  2 Regular Meeting June 07, 2023 Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection at www.CityofPaloAlto.org.   UTILITIES ADVISORY COMMISSIONRegular MeetingWednesday, June 07, 2023Council Chambers & Hybrid6:00 PMPursuant to AB 361 Palo Alto City Council meetings will be held as “hybrid” meetings with theoption to attend by teleconference/video conference or in person. To maximize public safetywhile still maintaining transparency and public access, members of the public can choose toparticipate from home or attend in person. Information on how the public may observe andparticipate in the meeting is located at the end of the agenda. Masks are strongly encouraged ifattending in person. The meeting will be broadcast on Cable TV Channel 26, live onYouTube https://www.youtube.com/c/cityofpaloalto, and streamed to Midpen MediaCenter https://midpenmedia.org.VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/96691297246)Meeting ID: 966 9129 7246    Phone: 1(669)900‐6833PUBLIC COMMENTSPublic comments will be accepted both in person and via Zoom for up to three minutes or anamount of time determined by the Chair. All requests to speak will be taken until 5 minutesafter the staff’s presentation. Written public comments can be submitted in advance toUACPublicMeetings@CityofPaloAlto.org and will be provided to the Council and available forinspection on the City’s website. Please clearly indicate which agenda item you are referencingin your subject line.PowerPoints, videos, or other media to be presented during public comment are accepted onlyby email to UACPublicMeetings@CityofPaloAlto.org at least 24 hours prior to the meeting. Oncereceived, the  Clerk will have them shared at public comment for the specified item. To upholdstrong cybersecurity management practices, USB’s or other physical electronic storage devicesare not accepted.TIME ESTIMATESListed times are estimates only and are subject to change at any time, including while themeeting is in progress. The Commission reserves the right to use more or less time on any item,to change the order of items and/or to continue items to another meeting. Particular items maybe heard before or after the time estimated on the agenda. This may occur in order to bestmanage the time at a meeting or to adapt to the participation of the public.CALL TO ORDER 6:00 PM ‐ 6:05 PMAGENDA CHANGES, ADDITIONS AND DELETIONS 6:05 PM ‐ 6:10 PMThe Chair or Board majority may modify the agenda order to improve meeting management.PUBLIC COMMENT 6:10 PM ‐ 6:25 PMMembers of the public may speak to any item NOT on the agenda.APPROVAL OF MINUTES 6:25 PM ‐ 6:30 PM1.Approval of the Minutes of the Utilities Advisory Commission Meeting Held on May 3,2023UTILITIES DIRECTOR REPORT 6:30 PM ‐ 6:45 PMNEW BUSINESS (10 minute break will be imposed during this section)2.Staff Recommends that the Utilities Advisory Commission Recommend the City CouncilAdopt the 2023 Annual Water Shortage Assessment Report (Action 6:45 PM – 7:25PM) Staff: Lisa Bilir3.Staff Recommends the Utilities Advisory Commission Accept and Approve the 2023Wildfire Mitigation Prevention Plan as Presented (Action 7:25 PM – 7:50 PM) Staff: JimPachikara4.Discussion and Presentation of the Update of the Grid Modernization (Discussion 7:50PM – 8:50 PM) Staff: Tomm MarshallCOMMISSIONER COMMENTS AND REPORTS FROM MEETINGS/EVENTSFUTURE TOPICS FOR UPCOMMING MEETING July 5, 2023ADJOURNMENTSUPPLEMENTAL INFORMATIONThe materials below are provided for informational purposes, not for action or discussion during UAC Meetings (Govt. CodeSection 54954.2(a)(3)). INFORMATIONAL REPORTS 5.Informational Report on the FY2021 Demand Side Management Report 12‐Month Rolling Calendar Public Letter(s) to the UAC PUBLIC COMMENT INSTRUCTIONS Members of the Public may provide public comments to teleconference meetings via email, teleconference, or by phone. 1. Written public comments  m a y   b e   s u b m i t t e d   b y   e m a i l   t o UACPublicMeetings@cityofpaloalto.org. 2. Spoken public comments using a computer will be accepted through the teleconference meeting. To address the Council, click on the link below to access a Zoom‐ based meeting. Please read the following instructions carefully. You may download the Zoom client or connect to the meeting in‐ browser. If using your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 , Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in older browsers including Internet Explorer. You may be asked to enter an email address and name. We request that you identify yourself by name as this will be visible online and will be used to notify you that it is your turn to speak. When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will activate and unmute speakers in turn. Speakers will be notified shortly before they are called to speak. When called, please limit your remarks to the time limit allotted. A timer will be shown on the computer to help keep track of your comments. 3. Spoken public comments using a smart phone will be accepted  through the teleconference meeting. To address the Council, download the Zoom application onto your phone from the Apple App Store or Google Play Store and enter the Meeting ID below. Please follow the instructions B‐E above. 4. Spoken public comments using a phone use the telephone number listed below. When you wish to speak on an agenda item hit *9 on your phone so we know that you wish to speak. You will be asked to provide your first and last name before addressing the Council. You will be advised how long you have to speak. When called please limit your remarks to the agenda item and time limit allotted. CLICK HERE TO JOIN    Meeting ID: 966 9129 7246   Phone:1‐669‐900‐6833  Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public programs, services and meetings in a manner that is readily accessible to all. Persons with disabilities who require materials in an appropriate alternative format or who require auxiliary aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at (650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or accommodations must be submitted at least 24 hours in advance of the meeting, program, or service.  3 Regular Meeting June 07, 2023 Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection at www.CityofPaloAlto.org.   UTILITIES ADVISORY COMMISSIONRegular MeetingWednesday, June 07, 2023Council Chambers & Hybrid6:00 PMPursuant to AB 361 Palo Alto City Council meetings will be held as “hybrid” meetings with theoption to attend by teleconference/video conference or in person. To maximize public safetywhile still maintaining transparency and public access, members of the public can choose toparticipate from home or attend in person. Information on how the public may observe andparticipate in the meeting is located at the end of the agenda. Masks are strongly encouraged ifattending in person. The meeting will be broadcast on Cable TV Channel 26, live onYouTube https://www.youtube.com/c/cityofpaloalto, and streamed to Midpen MediaCenter https://midpenmedia.org.VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/96691297246)Meeting ID: 966 9129 7246    Phone: 1(669)900‐6833PUBLIC COMMENTSPublic comments will be accepted both in person and via Zoom for up to three minutes or anamount of time determined by the Chair. All requests to speak will be taken until 5 minutesafter the staff’s presentation. Written public comments can be submitted in advance toUACPublicMeetings@CityofPaloAlto.org and will be provided to the Council and available forinspection on the City’s website. Please clearly indicate which agenda item you are referencingin your subject line.PowerPoints, videos, or other media to be presented during public comment are accepted onlyby email to UACPublicMeetings@CityofPaloAlto.org at least 24 hours prior to the meeting. Oncereceived, the  Clerk will have them shared at public comment for the specified item. To upholdstrong cybersecurity management practices, USB’s or other physical electronic storage devicesare not accepted.TIME ESTIMATESListed times are estimates only and are subject to change at any time, including while themeeting is in progress. The Commission reserves the right to use more or less time on any item,to change the order of items and/or to continue items to another meeting. Particular items maybe heard before or after the time estimated on the agenda. This may occur in order to bestmanage the time at a meeting or to adapt to the participation of the public.CALL TO ORDER 6:00 PM ‐ 6:05 PMAGENDA CHANGES, ADDITIONS AND DELETIONS 6:05 PM ‐ 6:10 PMThe Chair or Board majority may modify the agenda order to improve meeting management.PUBLIC COMMENT 6:10 PM ‐ 6:25 PMMembers of the public may speak to any item NOT on the agenda.APPROVAL OF MINUTES 6:25 PM ‐ 6:30 PM1.Approval of the Minutes of the Utilities Advisory Commission Meeting Held on May 3,2023UTILITIES DIRECTOR REPORT 6:30 PM ‐ 6:45 PMNEW BUSINESS (10 minute break will be imposed during this section)2.Staff Recommends that the Utilities Advisory Commission Recommend the City CouncilAdopt the 2023 Annual Water Shortage Assessment Report (Action 6:45 PM – 7:25PM) Staff: Lisa Bilir3.Staff Recommends the Utilities Advisory Commission Accept and Approve the 2023Wildfire Mitigation Prevention Plan as Presented (Action 7:25 PM – 7:50 PM) Staff: JimPachikara4.Discussion and Presentation of the Update of the Grid Modernization (Discussion 7:50PM – 8:50 PM) Staff: Tomm MarshallCOMMISSIONER COMMENTS AND REPORTS FROM MEETINGS/EVENTSFUTURE TOPICS FOR UPCOMMING MEETING July 5, 2023ADJOURNMENTSUPPLEMENTAL INFORMATIONThe materials below are provided for informational purposes, not for action or discussion during UAC Meetings (Govt. CodeSection 54954.2(a)(3)). INFORMATIONAL REPORTS 5.Informational Report on the FY2021 Demand Side Management Report 12‐Month Rolling Calendar Public Letter(s) to the UAC PUBLIC COMMENT INSTRUCTIONS Members of the Public may provide public comments to teleconference meetings via email, teleconference, or by phone. 1. Written public comments  m a y   b e   s u b m i t t e d   b y   e m a i l   t o UACPublicMeetings@cityofpaloalto.org. 2. Spoken public comments using a computer will be accepted through the teleconference meeting. To address the Council, click on the link below to access a Zoom‐ based meeting. Please read the following instructions carefully. You may download the Zoom client or connect to the meeting in‐ browser. If using your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 , Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in older browsers including Internet Explorer. You may be asked to enter an email address and name. We request that you identify yourself by name as this will be visible online and will be used to notify you that it is your turn to speak. When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will activate and unmute speakers in turn. Speakers will be notified shortly before they are called to speak. When called, please limit your remarks to the time limit allotted. A timer will be shown on the computer to help keep track of your comments. 3. Spoken public comments using a smart phone will be accepted  through the teleconference meeting. To address the Council, download the Zoom application onto your phone from the Apple App Store or Google Play Store and enter the Meeting ID below. Please follow the instructions B‐E above. 4. Spoken public comments using a phone use the telephone number listed below. When you wish to speak on an agenda item hit *9 on your phone so we know that you wish to speak. You will be asked to provide your first and last name before addressing the Council. You will be advised how long you have to speak. When called please limit your remarks to the agenda item and time limit allotted. CLICK HERE TO JOIN    Meeting ID: 966 9129 7246   Phone:1‐669‐900‐6833  Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public programs, services and meetings in a manner that is readily accessible to all. Persons with disabilities who require materials in an appropriate alternative format or who require auxiliary aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at (650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or accommodations must be submitted at least 24 hours in advance of the meeting, program, or service.  4 Regular Meeting June 07, 2023 Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection at www.CityofPaloAlto.org.   Item No. 1. Page 1 of 2 Utilities Advisory Commission Staff Report From: Dean Batchelor, Director Utilities Lead Department: Utilities Meeting Date: June 7, 2023 Staff Report: 2305-1460 TITLE Approval of the Minutes of the Utilities Advisory Commission Meeting Held on May 3, 2023 RECOMMENDATION Staff recommends that the UAC consider the following motion: Commissioner ______ moved to approve the draft minutes of the May 3, 2023 meeting as submitted/Amended. Commissioner ______ seconded the motion. Item #1     Packet Pg. 5     Item No. 1. Page 2 of 2 ATTACHMENTS Attachment A: 05-03-2023 DRAFT UAC Minutes AUTHOR/TITLE: Jenelle Kamian, Program Assistant I Item #1     Packet Pg. 6     Utilities Advisory Commission Minutes Approved on: Page 1 of 14 UTILITIES ADVISORY COMMISSION MEETING MINUTES OF MAY 3, 2023 REGULAR MEETING CALL TO ORDER Chair Segal called the meeting of the Utilities Advisory Commission (UAC) to order at 6:06 p.m. Present: Chair Segal and Commissioners Croft, Forssell, Mauter, Metz, Phillips, and Scharff Absent: AGENDA CHANGES, ADDITIONS AND DELETIONS None PUBLIC COMMENT None APPROVAL OF MINUTES Chair Segal invited comments on the March 1, 2023 UAC draft meeting minutes. Commissioner Scharff moved to approve the draft minutes of the March 1, 2023 meeting as presented. Commissioner Forssell seconded the motion. The motion carried 4-0 with Chair Segal and Commissioners Forssell, Metz, and Scharff voting yes. Commissioners Croft, Mauter and Phillips abstained. Chair Segal invited comments on the April 12, 2023 UAC draft meeting minutes. Commissioner Croft moved to approve the draft minutes of the April 12, 2023 meeting as presented. Commissioner Phillips seconded the motion. The motion carried 7-0 with Chair Segal and Commissioners Croft, Forssell, Mauter, Metz, Phillips, and Scharff voting yes. UTILITIES DIRECTOR REPORT Dean Batchelor, Utilities Director, delivered the Director's Report. Rebates for High Winter Energy Costs: City of Palo Alto Utilities (CPAU) residential customers will see a Winter Rebate automatically credited on their April or May utility bills, depending on their meter reading Item #1     Packet Pg. 7     Utilities Advisory Commission Minutes Approved on: Page 2 of 14 and billing schedule. City Council approved rebates of $70 to $100 for gas and $20 to $65 for electric. Additional rebates of $100 for electric and $100 for gas were available to residents in the Rate Assistance Program (RAP) or with past due balances greater than 180 days. CPAU calculated the rebate based on customers’ January electric and/or gas utility bills. CPAU decided to use General Fund dollars instead of Utility dollars because rebates were only for residential customers, to avoid using monies from commercial rates for residential rebates. Supplemental assistance was available to residents who do not qualify for RAP but have experienced financial hardship. Utilities Rates Update: Staff will address proposed utilities rates in more detail under New Business. Staff will present the capital and expense budgets to Finance on May 9. Finance passed the proposed electric and gas utilities rates. The water and wastewater rates required Proposition 218 notification. Staff will present the final financial plans and proposed utilities rate changes to City Council on June 19, which if approved by Council would become effective July 1. The projected bill change for an average residential customer with six utility services was around $11/month. CPAU will inform customers of the rate changes and the reasons for the rate increases. This outreach would include conversations with local media as well as direct communication with customers through utility bill inserts, email newsletters, website, social media, and business groups. The main reasons for rate increases this fiscal year are due to the City’s delay of utility rate increases during the pandemic, reserves falling below minimum guidelines, aging infrastructure, as well as inflation and cost increases for construction, operations, energy and water supplies. CPAU will inform customers of the many programs and resources available to use energy and water efficiently to keep utility bill costs low. For more information, visit cityofpaloalto.org/ratesoverview. Electric Hydro Supply Update: Due to the recent rise in temperatures, snowfall received during the past winter was starting to melt and flow into our reservoirs that generate our hydroelectric power. This led to a significant increase in hydro generation this spring and our hydro projections for the next couple years are much higher. As of May 1, precipitation totals in Northern California and Central California are about are 25% and 60% above average, respectively. The overall snowpack level was more than twice the average amount for this time of year. The City's hydro resources will produce approximately 104% of the long-term average level of output in Fiscal Year (FY) 2023 and 122% in FY 2024. Drought Update: On April 11, Palo Alto’s water supplier, San Francisco Public Utilities Commission (SFPUC), rescinded the Water Shortage Emergency Declaration but kept the voluntary San Francisco Regional Water system-wide 11% water use reduction until the State’s emergency regulation expires in June. At that time, staff anticipated that Palo Alto would lift the watering restriction of two days per week. The State would likely continue restrictions on watering within 48 hours after a rain event and ban irrigating non-functional turf with potable water at commercial customer sites. Full-Service Heat Pump Water Heater Program: The program provided customers two alternatives: $2,700 upfront or $1,500 upfront plus $20/month for five years added to their residential bill. This program generated a lot of community interest. More than 450 residents were awaiting assessments. There have been six water heater installations. Staff worked together with our vendors to identify and implement process improvements to decrease the backlog. Earth Month Events: There were two electric vehicle (EV) workshops, two EV expos and a sold-out e-bike test ride event at Mitchell Park in April. CPAU staff participated in two Earth Day community events. One event was at Stanford Hospital’s celebration. Attendees could spin a wheel and staff gave out fun facts about various electric appliances and clean energy sources. The second event was at the Rinconada Item #1     Packet Pg. 8     Utilities Advisory Commission Minutes Approved on: Page 3 of 14 Library, which included a garden tour and staff spoke about water conservation and the Full-Service Heat Pump Water Heater Program. Upcoming Events: This weekend is the 99th May Fete Parade at 10 a.m. If anybody was interested in walking, you are welcome to meet at Emerson and University at 9:30 a.m. May 3, 7-8:30 p.m.: Tree Selection, Watering, and Care May 13, 10 a.m.-noon: Goodbye Gas, Hello EVs! EV expo May 15: EV 102 May 31, 5-6 p.m.: EVs for Backup Power NEW BUSINESS ITEM 1: ACTION: Approval of UAC Chair and Vice Chair to Serve a Short Term of May 3, 2023 to March 31, 2024 Commissioner Forssell opined that Chair Segal did a great job and nominated her for a second term. ACTION: Commissioner Forssell moved to approve UAC Chair Segal to serve a short term of May 3, 2023 to March 31, 2024. Seconded by Commissioner Scharff. Motion carried 7-0 with Chair Segal and Commissioners Croft, Forssell, Mauter, Metz, Phillips and Scharff voting yes. Commissioner Forssell nominated Commissioner Scharff as Vice Chair because he was a senior commissioner and very experienced. ACTION: Commissioner Forssell moved to approve Vice Chair Scharff to serve a short term of May 3, 2023 to March 31, 2024. Seconded by Chair Segal. Motion carried 7-0 with Chair Segal, Vice Chair Scharff and Commissioners Croft, Forssell, Mauter, Metz, and Phillips voting yes. ITEM 2: ACTION: Approval of UAC Budget Subcommittee Members to Serve a Short Term of May 3, 2023 to March 31, 2024 ACTION: Commissioner Croft, Commissioner Phillips, and Vice Chair Scharff volunteered to be on the Budget Subcommittee to serve a short term of May 3, 2023 to March 31, 2024. ITEM 3: DISCUSSION: Discussion and Presentation of Utilities Strategic Plan Implementation Public Comments: None Item #1     Packet Pg. 9     Utilities Advisory Commission Minutes Approved on: Page 4 of 14 Dean Batchelor, Utilities Director, stated that Council and the UAC approved CPAU’s current five-year strategic plan in 2018. Tonight, CPAU will present the updated strategic plan for the next five years, which was composed of four high-priority focus areas. Dave Yuan, Strategic Business Manager, discussed the technology priority. The strategies for this priority included a five-year roadmap to guide technology investments and customer programs, citywide AMI deployment, enhance customer interaction via MyCPAU customer portal and the outage management system (OMS). Mobile applications and paperless forms will improve field operations. CPAU will provide training to employees on existing and new technologies. MyCPAU had an adoption rate of about 78% (over 24,000 customers), which was high for a customer portal. About 55% of our utility bill payments come through the portal. Given its popularity, CPAU is investing more into this portal. Initiatives for the coming year include planning and deployment of advanced metering infrastructure (AMI). There have been about 1200 AMI meters deployed and another 1000 more meters will deploy by the end of this summer. Residential will be complete by the end of 2024 and commercial by mid-2025. The new OMS will be deployed by the end of this summer or beginning of winter. It will notify customers when there is an outage and provide a status update every 30 or 60 minutes during outages. Commissioner Croft queried what software would interface with AMI that we could recommend to residents. Mr. Yuan replied that staff could discuss internally if they would provide recommendations. The AMI meter provided next-day interval data. If a customer wanted real-time reads, a home device could connect with a ZigBee radio attached to their smart meter. Staff was designing time-of-use rates to incentivize people to charge EVs and use other appliances off-peak, usually after 9 p.m. Commissioner Phillips inquired if AMI installation required physical access to someone’s property and if anybody had resisted. Mr. Yuan responded yes, they need access to the property. Customers were notified at least two or three times, an email or letter was sent one week in advance, a door hanger was left a couple days in advance, and a knock on their door on the day of installation. Most meters were outside the gate. Staff would schedule an appointment if a meter were behind a locked gate. Customers could opt out of AMI. A couple customers were on the opt-out list. Commissioner Phillips asked if there needed to be 100% residential installation of AMI before using time- of-use pricing. Mr. Yuan stated that time-of-use pricing was still in the design phase. Staff would like to pilot it for the early installers if there were an opportunity. Commissioner Mauter suggested thinking about how the customer was likely to interface with AMI and how CPAU can use AMI data to establish time-of-use pricing signals across the utilities, how workflows might be established for collecting and disseminating data from AMI, and using AMI data in strategic planning and operational decisions. An AMI roadmap would help derive the greatest value from this new technology. Mr. Yuan commented that they would do parallel bill testing to make sure our manual meter reads and AMI reads were the same. They were targeting electrification homes to obtain better data on transformer loads at different times of the day. If anybody wanted to be part of the early phase of AMI, let staff know. Commissioner Forssell thought it would be great to include the entire Commission, unless somebody was not interested. Mr. Yuan replied he could accommodate them in the next rollout of 1000 meters. Commissioner Forssell asked what features OMS would provide that we currently do not have. Anna Vuong, Senior Business Analyst, is the project manager for outage management. OMS would provide Item #1     Packet Pg. 10     Utilities Advisory Commission Minutes Approved on: Page 5 of 14 notifications to customers. If a customer called to report their power is out, they could request a call back, text or email notifications on the outage status,. There was a possibility of posting to Twitter. Mr. Yuan added that the system stored up to five phone numbers for each household. If your phone number were not in the system, you would need to call to request a call back. You would be notified automatically if your phone number were in the system. Staff was gathering contact information from customers for automated outage notifications. Currently, Catherine or Jordan manually post messages to the City’s Twitter feed. Mr. Batchelor noted the OMS had a notification feature to call in advance of planned outages. Currently, staff dropped off flyers at each home to notify customers. Ms. Vuong clarified that the portal would accept two phone numbers, so you have to call Customer Service if you wanted to add more than two phone numbers. Commissioner Metz did not see technology initiatives for the electric grid or in the roadmap. Mr. Yuan replied that they would discuss the plan in the CIP budget section and they were applying for grants. Commissioner Croft commented on the unmet 90% KPI for paperless tools by 2019. Mr. Yuan remarked that customers could elect paperless. There was an initiative to move more customers to paperless by promoting or defaulting future customers to only paperless and converting ones who were currently selecting both options to only paperless. Engineering’s maps were larger documents and difficult to put on a tablet or phone. He thought the new platform they would have in a couple years could zoom in on maps better. Operations transferred most of their paper into paperless with our mobile apps. Chair Segal asked if there was a communications plan for paperless customers to see the information they would have received in their mailers. Mr. Yuan responded there was a bill insert website but it was not obvious to find, so staff will try to promote it better and put it on MyCPAU as well. Chair Segal suggested emailing the bill inserts. Mr. Yuan agreed it was a good idea and maybe the bill insert could be included with the bill notification email. Chair Segal thought the outage map was a nice tool and wondered if it would be more precise after the upgrade. Mr. Yuan replied that that the goal was to have the outage map be more precise. It needed a lot of data cleanup and surveying in the field, which was why it had taken longer than planned. Catherine Elvert, Utilities Communications Manager, noted that information found on bill inserts was available electronically. Customers’ email notifications include a link to the bill insert webpage. Next, Ms. Elvert addressed the UAC regarding collaboration. Community focus was one area of the collaboration priority. Staff was very proud of the Heat Pump Water Heater Program. It was a key priority in the Sustainability and Climate Action Plan (S/CAP) in order for us to meet our greenhouse gas emissions. We have contract approval and began work with a marketing consultant last fall to roll out an outreach campaign to meet our goals. You will start to see some of those marketing materials soon. Staff was working with the Public Works Department to identify electrification potential at City facilities. Other initiatives include collaborating with regional agencies on climate change, such as government agencies, nonprofits, environmental organizations, Northern California Power Agency (NCPA) and California Municipal Utilities Association (CMUA) as well as establishing regional contracts to take advantage of economies of scale to roll out programs across the region. Close to 70% of our surveyed customers would very likely recommend CPAU energy and water efficiency programs. The most successful survey responses were among residents who participated in our Home Item #1     Packet Pg. 11     Utilities Advisory Commission Minutes Approved on: Page 6 of 14 Efficiency Genie. We do not have comparison benchmarks because we do not have access to data from our previous vendor. CPAU will work with a new vendor through CMUA to survey our business and residential customers yearly. In our business survey, about 80% of customers were very happy with CPAU. We want to continue to drive improvement in this area. Staff will look at other municipal utilities and investor-owned utilities in the region to see what metrics they were setting. Commissioner Croft asked if we benchmarked ourselves against other cities and shared information with each other. Ms. Elvert responded that we participate in a number of regional committees that include cities, special districts in the county, nongovernmental organizations and environmental organizations. The Reach Codes team is a statewide initiative where we share best practices and lessons learned. Palo Alto was progressive in our S/CAP goals. Our goals were higher than the State. We have contracted with NCPA within the last few years to offer regional programs. We are involved with the energy efficiency group through NCPA. Mr. Batchelor added that there were 14 cities in the Association and directors usually met twice a year to talk about initiatives and KPIs. Commissioner Phillips wanted to know if staff tracked objective KPIs on complaints, if it was or was not resolved to the customer’s satisfaction and the length of time until satisfaction. He suggested identifying patterns in the reasons for customers not being happy. Regarding the success with instant permitting for the Heat Pump Water Heater Program, Commissioner Mauter wondered if there were other instant permitting opportunities to ease the transition to new technology adoption. Ms. Elvert responded that the City reduced the length of time required to receive a permit for solar but it was not instantaneous because of logistical and safety reasons. Staff will continue to evaluate other opportunities to reduce the length of time for permitting. Commissioner Mauter asked if CPAU engaged with local colleges and universities for summer internships and if so, could commissioners help advertise the internship program. Ms. Elvert replied that she recruited an administrative intern through work with NCPA. The requisition went out to a variety of colleges including Stanford, San Jose State and Santa Clara. Our resource management group recruits interns throughout the summer. Through Climate Fellows and educational institutions, we look for people who can help us on an ongoing basis or for special projects. Jonathan Abendschein, Assistant Director of Utilities Resource Management, addressed the Commission on Sustainability, Finance and Infrastructure. This priority had shifted its focus since the initial adoption of the Strategic Plan, in part due to completion of certain strategies within the priority and partially due to a refocusing of strategic needs. The name had changed from Finance and Resource Optimization to Sustainability, Finance, and Infrastructure. The previous five strategies had been replaced with seven new strategies, some of which included elements of the previous five. The first new strategy involved maintaining a focus on infrastructure replacement and maintenance. The second and third strategies involved evaluating the community’s future water supply needs and examining the City’s energy supply plans. In 2024, the City needs to decide how it wants to move forward with its federal hydropower contract. The City previously assigned its share in the California-Oregon transmission project, but that will return to the City in 2024 and staff will need to evaluate what role that transmission line may play in the City’s long-term energy portfolio. Staff is determining how to manage the load growth associated with the transition to an electrified community, strategy four. It is not only increasing capacity to accommodate electrification but also modernizing the grid to handle new technologies such as solar smart panels and the ability to provide price signals for customers to manage their loads to run during times when it saves cost and reduces emissions on the grid. Item #1     Packet Pg. 12     Utilities Advisory Commission Minutes Approved on: Page 7 of 14 This will impact the gas utility. Managing a utility through declining sales was complicated and required planning, which was embodied in strategy five. Part of Utilities’ role in the S/CAP will involve assessing this transition from a financial standpoint, the funding mechanisms needed and the impact on utility rates. Staff has had early discussions on a plan for agas infrastructure transition study. The grid modernization study was completed. Staff was developing a work plan to present to Council in May. Several other programs were in the work plan, including whole-home electrification, commercial rooftop HVAC, and partnerships with major facility owners to help them reduce emissions from their facilities as well as commuters. Strategy was is the S/CAP funding study. The draft scope was ready but there was a funding issue. There will be discussions in May with the Finance Committee on the budget and funding for this study. Staff was preparing for modernization of the first neighborhood under the electric grid modernization plan. Commissioner Forssell asked if the completed grid modernization study was available to the public or commissioners. Mr. Abendschein replied they were internally discussing how and when to provide an update. Mr. Batchelor did not have a timeline for releasing the study, if they chose to make it public. He was concerned with the community asking questions that the high-level study did not address. Commissioner Metz inquired when the UAC will see the plans referenced on Packet Page 62, Presentation Page 24, particularly S2, S3, S4 and S5. Mr. Abendschein responded that the UAC had already had initial meetings on the electric integrated resource plan and One Water Plan (S2 and S3). Karla Dailey, Acting Assistant Director, Utilities Resource Management, added that the One Water Plan had a delay because of staffing but they hoped to get it to Council by the end of this calendar year and the UAC would see it late summer. Mr. Abendschein stated that for S4 and S5, they addressed the grid modernization study. The electric reliability and resiliency strategic plan did not have a timeline because Council assigned it to the S/CAP Committee as a work item. S4 included infrastructure work needed to accommodate the community transition, including grid modernization, building capacity to accommodate electrification, retirement of the gas system as well as the order and method in which those would be done. The first budgets for grid modernization are in the FY 2024 capital budget and our rate plan factored in the funding. Chair Segal commented on S3, the One Water plan. She wanted to add language that reflected the UAC’s discussion on efficient, sustainable, clean water supply. Ms. Dailey remarked that they would only consider water that was clean and drinking water quality. Mr. Abendschein agreed to add the language. Anna Vuong, Senior Business Analyst, addressed the Commission on workforce. Staff developed a training template for classifications in water, gas and wastewater engineering to let our employees know what it takes to get to the next step in their career. Staff was refining the template to use it in other divisions. The City was exploring daycare options after surveying our employees about their daycare needs. The City will continue exploring retention options. The turnover rate was 13% but the KPI was less than 10%. The KPI for positions filled annually was 90% but we were at 77%. Vice Chair Scharff asked about the employee satisfaction survey results and lessons learned. Ms. Vuong replied that about 50% filled out the survey. They need to perform analysis of the responses. In response to Vice Chair Scharff querying if our hiring and workforce was compared to other publicly owned utilities such as Santa Clara and Alameda, Ms. Vuong answered they had not. Vice Chair Scharff Item #1     Packet Pg. 13     Utilities Advisory Commission Minutes Approved on: Page 8 of 14 encouraged comparisons to determine if we had more problems hiring than our peers or if our salaries were competitive. Mr. Batchelor remarked that SEIU received a new contract and the comp study included Alameda, Santa Clara, Roseville, Anaheim and Long Beach. For full benefitted positions, we were behind Santa Clara but above Alameda and well above Long Beach. The issue with SEIU was explaining to their other 400 members why Utilities had a separate cost rate than Public Works or CSD. Utilities received a larger increase than the General Fund workers did but we still have difficulty attracting people to work for Palo Alto in critical positions. Santa Clara started their first apprenticeship program because they were losing linemen and were not able to replace them. They have four linemen classifications open that they will fill with apprentices. Alameda is down one. Lodi was down two. Roseville was full. Being further away from the Bay Area has helped because of cost of living. Commissioner Mauter asked if there was a deficit in the number of applications or the number of qualified applicants. Tabatha Boatwright, Utilities Administrative Assistant, is an HR liaison (HRL). They have seen a rise in applications but there was a lot of attrition. People who have worked for the City for a few decades were leaving, so we promoted other employees, therefore leaving a position open. Once we fill the open position, somebody retires. As soon as we hire someone, someone else leaves. The line crew was a difficult position to fill. We have a much larger crew. We need 12 people, so you have to consider that when you compare our vacancies with other cities that have smaller crews. We have three trained linemen. Mr. Batchelor added that they had not seen applications for linemen or engineering. Staff visited Sacramento State and San Luis Obispo because they were the only two schools in California with power engineering programs. Commissioner Phillips inquired if this was a problem in 2018 or if it was a post-COVID problem. Ms. Boatwright explained that for linemen it was a consistent issue. Many linemen come from far away and return to their hometown when they finish our four-year apprenticeship. City Hall closed during COVID and many people enjoyed working from home. Once we reopened, some employees feared coming back and they resigned to find a job that allowed them to work permanently from home. The City has a work schedule of two days in the office and three days at home. We lost a number of people in engineering because they chose to consult from home. City Council Member Ed Lauing advised having a consultant perform a departmental analysis of what else we could do. He asked if people were turning down our offers and why. Ms. Boatwright replied that there were three positions that people turned us down based on salary. Council approved salaries and negotiated with unions. Council Member Lauing suggested being more aggressive with the HR department. Ms. Boatwright, with the Director of HR and the City Manager’s permission, had a digital billboard outside Ikea for three months that invited people to come work for Palo Alto. Two different advertisements ran for 8 seconds every 60 seconds. We do not know if it had any impact because HR asked applicants how they heard about us but the billboard was not one of the options. Commissioner Forssell heard about the new Palo Alto School Board policy to allow City employees’ children to attend Palo Alto Schools and wanted to know if it would be helpful in recruitment and retention. Ms. Boatwright opined it was a huge deal because some employees had a long commute to and from their children’s school. Deputy City Manager Chantal Gaines was promoting the new policy in our recruitment posts. Mr. Batchelor added that PAUSD was willing to do this because their schools started to have low attendance. In response to Commissioner Croft’s query if we needed more people to work on the hiring process, Ms. Boatwright answered that Utilities does not control that because HR is their own department. CPAU paid Item #1     Packet Pg. 14     Utilities Advisory Commission Minutes Approved on: Page 9 of 14 the salary for one full-time dedicated HR recruiter for Utilities. We created three HRLs to help with recruitments and they meet weekly but they were limited in how much they could do because HRL tasks are in addition to their regular jobs. HR was recruiting for two recruiters but it was a difficult position to fill because many recruiters prefer to work from home. ACTION: None The UAC took a break at 8:15 p.m. and returned at 8:26 p.m. ITEM 4: ACTION: Staff Recommendation that the Utilities Advisory Commission Recommend the City Council Adopt the Proposed Operating and Capital Budgets for the Utilities Department for Fiscal Year 2024 Alexandra Harris, Senior Business Analyst, delivered a slide presentation on the preliminary budget that will be proposed to the Finance Committee next week. HR, OMB and the City Manager’s Office reviewed the budget change requests. Staff released the proposed budget packet to the public. Workshops are scheduled between the Finance Committee and Council before Council adopts the budget on June 19. Grant opportunities would enable the City to accelerate some large infrastructure investments necessary to meet our S/CAP initiatives. There have been ongoing discussions about what was needed to upgrade the City’s electric grid system. Potentially, a second study would help determine and mitigate load impacts from EV and solar usage as well as evolving technologies. There will be a pilot program continuing through Fiscal Year (FY) 2024 to rebuild secondary networks and install transformers to increase capacity to about 500 homes within Embarcadero, Louis and Amarillo. The plan was to complete a design by December 2023 and construct the first 10% of the system in spring 2024. The FTTP project will provide broadband internet to the community. The contract amendment approved on Monday (Report #2303-1215) will provide program management for the construction of the backbone and Phase 1 of FTTP, network ops, tech support and electric make-ready engineering work. Staff planned to return to Council with a summer update and possible RFPs. Staff was aggressively pursuing grant opportunities from the bipartisan infrastructure bill passed a couple years ago. One recent application was for approximately $11M for the smart grid AMI project and currently we are applying for a 50% match grant of $100M to $150M for the grid modernization project. Our gas team is actively pursuing a gas grant of about $9M. The budget does not presume we win these grants. Commissioner Phillips queried if receiving the grants would allow us to reduce our rates. Jonathan Abendschein, Assistant Director, Utilities Resource Management, pointed out that our reserves were $8M to $10M below the minimum guideline. Any additional revenue would go toward replenishing reserves. Receiving one-time grant proceeds would not allow us to lower rates because they are one-time cost savings as opposed to ongoing cost savings. If we won multiple grants, it might replenish reserves enough to allow us to phase in some of the later year rate increases over a longer period. These are federal grants. The grid modernization grants were from the Department of Energy (DOE). In reply to Commissioner Mauter inquiring if CPAU was aware of a California cost share program that added $1M to federal grants, Ms. Harris answered no. Commissioner Mauter explained that you need to apply Item #1     Packet Pg. 15     Utilities Advisory Commission Minutes Approved on: Page 10 of 14 to CPUC prior to applying to DOE and CPUC would provide an extra $1M automatically if DOE awarded the grant. Ms. Harris stated they had new information that affected the water rates but the table did not reflect the change. Water rates were comprised of distribution and commodity costs. We pass through commodity costs to the customers based on SFPUC rates. We anticipate those rates will change from 11.6% to 9.6%. This change would slightly reduce the water rates, decreasing from 6% to 5%, from $5.90 down to $5.21 in the estimated monthly bill. See links in Staff Report #2302-0949 for the preliminary electric fund budget. The first five links were for a preliminary view of the capital budget organized by fund and included a detailed budget summary table and details per project. The last link was a preliminary view of the Utilities operating budget organized by fund, starting with an overview, various budget summary tables and ending with a detailed reconciliation from the prior year budget to this year’s 2024 budget. Construction started recently to increase the physical security at our electric substations. Staff will continue their efforts to apply for grants and explore any alternative funding resources, work on the electric grid modernization plan, complete a new electric cost of services analysis and launch the new outage management system. Commissioner Metz wanted to understand what was included in the electric fund grid modernization. Ms. Harris explained that the budget presented to the UAC was very high level and contained preliminary cost estimates. A more in-depth study and further details were forthcoming, such as the numbers of transformers needing upgrade. Electric fund reappropriations from one year to the next were for projects postponed to align with grid modernization efforts, limited engineering resources, supply chain issues or difficulty procuring transformers. The electric fund FY 2024 revenues were approximately $265M, about $80M more than the adopted FY 2023 budget. In addition to the increases in retail sales, it also reflected the debt financing for the grid modernization project to help fund it through bonds. There was one-time $24M revenue from the lawsuit we won in FY 2023 but originally anticipated it for 2024 so it’s still reflected in FY 2024 in this preliminary budget. FY 2024, expenses were about $260M and were mostly comprised of capital improvement expenses and commodity purchases. A slide was shown comparing CPAU’s electric bill with PG&E and Santa Clara. Although CPAU was lower than PG&E, we were slightly higher than Santa Clara because they generate their own electric power. Commissioner Metz requested further explanation of the rate increase. Mr. Abendschein explained that electric revenues were about 20% below costs, so reserves were very low in the electric utility. The $24M we received from the settlement from the federal hydropower project was used to replenish our reserves and repay an outstanding internal loan to our electric special project reserves. We use a reserve to balance our hydroelectric from year to year and our reserve target is about $19M. As of the end of last year, the reserve balance was $400,000, so some of the money from that settlement went toward replenishing that reserve. A lot of the revenue from the strong hydro generation this year will go toward replenishing the hydroelectric stabilization reserve. Customers will see an average decrease of 5% in their bills with removal of the hydroelectric rate adjustor (HRA) and 21% base rate increase. Staff could improve the HRA design. The HRA managed the variability associated with hydroelectric generation. Increases in our core continuing costs and long-term increases in the cost of energy drove the base rate increase. There was an Item #1     Packet Pg. 16     Utilities Advisory Commission Minutes Approved on: Page 11 of 14 overall 11% increase this year in the median residential bill but the previous two years had 1% increases. When you annualize it over those three years, the increases were about 4%. Utility costs and utility rates nationwide were increasing above inflation because of investments in aging infrastructure. Commissioner Croft noted the increase from 2022 to 2023 in electric demand from $2.9M to $8.3M and a similar demand bump on the gas budget. Mr. Abendschein remarked that a lot of it was related to S/CAP. He believed the cost of the Advanced Heat Pump Water Heater Pilot Program was $5.7M. The multifamily electric vehicle charging program had a significant budget. The money was for cutting emissions and doing energy efficiency work. Ms. Harris stated that they would add two new dedicated fiber employees (dark fiber engineering and a market analyst). Some upcoming fiber initiatives included plans to add fiber in the foothills, continue searching for alternative funding sources and to issue construction bids and proposals related to the fiber backbone and FTTP projects. The anticipated fiber fund FY 2024 revenues were $4.6M from our existing dark fiber business. Most of the $36.75M was comprised of capital improvement costs for the fiber backbone and the FTTP project. Other major expenses were salary and benefits as well as allocated charges for internal overhead costs such as IT or HR support. The City contracted Magellan to support the next phases of the fiber project. Dave Yuan, Strategic Business Manager, addressed Commissioner Forssell’s questions regarding the difference between the FTTP Phase 1 and the initiative to add fiber in the foothills. FTTP Phase 1 is more in town and the City would be the ISP. Adding dark fiber in the foothills was due to the community wanting to form their own ISP for internet access. Chair Segal asked how much it cost us to make the $4.6M revenue. Mr. Yuan replied that the cost was minimal, only for salaries and benefits because the infrastructure was paid for 20 years ago and was very low maintenance. Fiber paid about $1.5M toward the University Avenue upgrade project. Anna Vuong, Senior Business Manager, delivered a presentation on the gas, water and wastewater funds. About 3700 sewer laterals need to be inspected for cross bores. One initiative is to complete construction work on Gas Main 24B. There will be a gas decommissioning study in 2024 to evaluate the approach for downsizing the gas system and identify any potential locations for proof of concept. Due to the spikes in last winter’s gas prices, staff will evaluate winter hedging strategies to mitigate future price spikes. Staff will apply for federal grants for gas. Gas preliminary capital budget expenses for FY 2024 are about $7M, including reappropriations of about $300,000. Gas revenues will increase about $19.6M compared to the FY 2023 adopted budget. A slide showed a comparison table of monthly residential bills. CPAU’s median residential bill was about 11% below PG&E. Wastewater fund initiatives include construction of Wastewater Collection Replacement Project 31. A sewer master plan study will be done in 2024 (last done in 2004) to help determine our present and future capacity for wastewater collection as well as future areas for replacement projects. There will be replacement of 39 monitoring units for sewer sanitary overflow throughout various areas of the city, which have been helpful in bringing down our overflow numbers because it alerts us before it overflows. Item #1     Packet Pg. 17     Utilities Advisory Commission Minutes Approved on: Page 12 of 14 Chair Segal noted that almost half of the wastewater operating budget expenses was for Utility Purchase and asked what that encompassed. Mr. Yuan explained that it was not a commodity purchase. Utility Purchase was the treatment charges for the regional water quality demand, meaning that is how much they charge us to clean our wastewater. The City shares about 32% of the treatment plant with four or five partners but we are doing an assessment to see if that was the correct percentage. Ms. Vuong stated that the expenses in the wastewater capital budget did not reflect some recent changes. The adopted budget will reflect the replacement rate increase from 1 or 1½ miles to 2½ miles per year. The spike starts in FY 2026, increasing from $5.2M to about $11M for our replacement project. The wastewater collection fund anticipated revenues increased about $2.1M due to the rate increase. Expenses increased $700,000 for treatment plant charges. There may be incremental increases over the next 7-10 years for the $300M rehabilitation project. Although the $300M is outside of the five-year plan, it was included in the financial forecast. There will be bond financing for most of that money, so we are only repaying the 30% debt service. A slide showed of a comparison table of residential and nonresidential sewer bills. CPAU was 28% below comparison cities for residential customers, 7% higher for commercial customers, and 12% lower for restaurant customers. CPAU had a flat rate for residential customers. For commercial customers, the rate was based on their water usage. Commissioner Mauter asked if there was a data-driven plan or ranking for when and where to replace sewer mains. Ms. Vuong responded yes, this year’s sewer master plan would provide information on the age and deterioration of the pipes. Chair Segal was curious why Hayward was one of the comparison cities. Mr. Abendschein remembered that Hayward was across the bay from us and had similar water supplies but he would need to ask Lisa Bilir if she remembered why they were included as a comparison. Chair Segal inquired when the study would determine our percentage obligation for the plant. Mr. Yuan replied that Water Quality led that endeavor, so Public Works would hire a consultant to check all the cities’ flows. Ms. Vuong stated an assessment would be completed by June 2023 to determine whether to replace or rehabilitate Park Reservoir. Then, they will design and construct Park Reservoir. Complete construction of Water Main Replacement Project 28 and beginning Project 29 will happen in FY 2024. For FY 2023, $27M was in the adopted budget, about $14.4M will be spent and $12.6M will be reappropriated, the bulk of that for Park Reservoir. In FY 2024, the water fund CIP is $26M, including the $12.6M reappropriation. For the water system supply improvements project, there was an initiative to replace security cameras as well as install generators at our booster stations and pump stations. For the water fund, staff anticipated an increase of $3M in revenues based on a 6% rate increase. For the adopted budget, staff will propose a 5% rate increase. Expenses increased about $13M, which included capital improvement reappropriations from 2023, Water Main Replacement 29, and an SFPUC commodity rate increase of 11% (but now it changed to 9.6%). Item #1     Packet Pg. 18     Utilities Advisory Commission Minutes Approved on: Page 13 of 14 A slide showed a comparison table of single-family residential and commercial water bills. CPAU residential water bills were about 14% above the comparison city average. We have proactive investment in our infrastructure. We are 100% Hetch Hetchy. Some of the comparison cities may have groundwater sources. CPAU commercial water bills were about 5% above the comparison city average. Vice Chair Scharff commented on why we used Hayward as a comparison. He thought it was BAWSCA and they get Hetch Hetchy water. Many cities do not do their own sewer. Fremont, Newark and Union City belong to Alameda County Water District. He thought Oakland and most other North Alameda cities belong to East Bay MUD. Commissioner Phillips noted a $21M gap between water fund revenues and expenses. Mr. Yuan explained that part of it was reappropriation of $10M encumbered in 2023 but moved to 2024. Water will still have healthy reserves because revenues were higher than projected due to people working from home during COVID. Commissioner Croft commented on the difference between 2024 proposed budget expenses of $470M and revenues of $413M. There were very large differences with expenses much higher than revenues in 2022 and 2023. Mr. Yuan replied that part of those expenses were reappropriation dollars, he guessed around $20M for 2024. Budget expenses reflected the amount authorized to spend but normally they do not spend everything. For CIP, 25% to 50% of our budget is spent. We have a 20% vacancy, resulting in less money spent on salaries. We spend about 60% to 75% of authorized expenses. Mr. Abendschein added that when they reappropriate things from one year to another, money from the rates for those expenses then goes to the reserves and drawn down the following year. The practice was to spend more on CIP in some years and less in other years; for example, doing a main replacement project every other year to have a larger project, get more bids and manage staff capacity issues. Every year, staff brings a business plan and financial plan to the UAC for each utility that includes all these year-to-year variances and maps them against the reserves and rates to confirm the utilities are in a good financial position. He offered to forward the information to Commissioner Croft. Ms. Vuong presented a staffing chart showing 57 vacancies, representing a 22% vacancy rate and 34 active recruitments. In Calendar Year 2022 and the first three months of 2023, there were 30 new hires, 23 promotions, 5 retirements and 31 separations, for a net loss of 6 FTEs. There were alignments of 10% to the market rate and they will continue their efforts to reach market rate or be more competitive. A flexible remote work schedule is in place for certain positions. There are new apprenticeship programs. As part of the post AMI transition project, there was a training program to provide opportunities to our meter readers within the department. One meter reader went to customer service and another went to water transmission. The new contract with SEIU included hiring and retention bonuses. Another staffing recruitment strategy is career fairs. For FY 2024, regular FTEs will increase by 4.5 positions (mostly in the new Palo Alto Fiber division). ACTION: Vice Chair Scharff moved to approve Staff Recommendation that the Utilities Advisory Commission Recommend the City Council Adopt the Proposed Operating Budgets for the Utilities Department for Fiscal Year 2024 Seconded by Commissioner Croft. Item #1     Packet Pg. 19     Utilities Advisory Commission Minutes Approved on: Page 14 of 14 Motion carried 7-0 with Chair Segal, Vice Chair Scharff and Commissioners Croft, Forssell, Mauter, Metz, and Phillips voting yes. ACTION: Commissioner Phillips moved to approve Staff Recommendation That the Utilities Advisory Commission Recommend the City Council Adopt the Proposed Capital Budgets for the Utilities Department for Fiscal Year 2024 Seconded by Commissioner Forssell. Motion carried 6-1 with Chair Segal, Vice Chair Scharff and Commissioners Croft, Forssell, Mauter, and Phillips voting yes. Commissioner Metz voted no due to the absence of specifics on grid modernization. COMMISSIONER COMMENTS and REPORTS from MEETINGS/EVENTS Commissioner Forssell asked for any commissioners serving on the S/CAP committee to bring information to the UAC. Chair Segal remarked that there were no UAC commissioners on S/CAP with the change in mayorship and City Council. Mayor Kou will have a meeting with Commission chairs this month or next month and maybe that could be brought up then. Vice Chair Scharff asked to see the COTP report. Mr. Batchelor explained that it was an informational report in tonight’s packet but staff could bring it back next month for discussion because a decision needed to be made on whether to lay off this asset or examine it further. Staff was determining if there were financial resource impacts to us. We have close to $1M if we kept it but staff was researching what we might be able to get and solicit some bids if we want to lay it off. Commissioner Metz inquired what the carbon intensity was of the electricity coming from COTP because it was important input to the decision. Commissioner Phillips would like to hear if it was Bonneville Power. Vice Chair Scharff thought there was an issue with liability of fires on the transmission line and would like to know how that affected the City of Palo Alto. FUTURE TOPICS FOR UPCOMING MEETING Commissioner Croft expressed interest in residents’ experiences with AMI. Chair Segal thought the UAC would receive regular reports after AMI rolled out. NEXT SCHEDULED MEETING: June 7, 2023 Commissioner Forssell moved to adjourn. Commissioner Mauter seconded the motion. The motion carried 7-0 with Chair Segal, Vice Chair Scharff, and Commissioners Croft, Forssell, Mauter, Metz, and Phillips voting yes. Meeting adjourned at 9:45 p.m. Item #1     Packet Pg. 20     Item No. 2. Page 1 of 8 Utilities Advisory Commission Staff Report From: Dean Batchelor, Director Utilities Lead Department: Utilities Meeting Date: June 7, 2023 Staff Report: 2304-1275 TITLE Staff Recommends that the Utilities Advisory Commission Recommend the City Council Adopt the 2023 Annual Water Shortage Assessment Report RECOMMENDATION Staff requests the Utilities Advisory Commission (UAC) recommend the City Council adopt the 2023 Annual Water Shortage Assessment Report. EXECUTIVE SUMMARY Beginning in 2022, every urban water supplier in California must conduct an Annual Water Supply and Demand Assessment as required by California Water Code Section 10632 (a). Each urban water supplier must also submit an Annual Water Shortage Assessment Report to the Department of Water Resources (DWR) on or before July 1, as required by California Water Code Section 10632.1. The City’s Annual Water Shortage Assessment Report (Tables 1-5 below) shows that there is no water shortage anticipated for Fiscal Year 2024. On April 17, 2023, the San Francisco Public Utilities Commission (SFPUC), Palo Alto’s water supplier, provided Palo Alto with the Water Supply Availability Update indicating for this upcoming water year, to-date precipitation has been above average and snowpack is at record-breaking levels; additionally, SFPUC indicated its 11% regional voluntary reduction request will expire at the same time the State Board’s drought emergency regulation expires on June 10th, 2023 (unless the State Board rescinds the drought emergency regulation earlier). Palo Alto’s water use for the period July 1, 2022 through March 31, 2023 was 13% below the base year of July 1, 2019 through March 31, 2020. The City of Palo Alto encourages continued water conservation efforts and the City’s website contains more information about available water conservation programs1 and latest water conservation and drought updates.2 1 https://www.cityofpaloalto.org/Departments/Utilities/Sustainability/Ways-to-Save 2 https://www.cityofpaloalto.org/Departments/Utilities/Sustainability/Water-Conservation-and-Drought-Updates Item #2     Packet Pg. 21     Item No. 2. Page 2 of 8 DISCUSSION To prepare the 2023 Annual Water Shortage Assessment Report, staff followed the procedures outlined in its Water Shortage Contingency Plan, contained in Section 7 of the City’s 2020 Urban Water Management Plan (UWMP). Palo Alto’s 2023 Annual Water Shortage Assessment Report uses the DWR-developed Optional Annual Assessment Tool format. This format includes the 5 tables shown below. Staff will submit the standard tables to DWR by July 1, 2023. “Table 1. Annual Assessment Information” (Table 1) provides required overview information. The remaining tables project water supply and demand for FY 2024 under dry conditions, as required, and finds that there is no projected water shortage. After Palo Alto and other urban water suppliers report to DWR on the 2023 Annual Water Shortage Assessment Reports, DWR will prepare a summary report on its review of the Annual Water Supply and Demand Assessment results and provide it to the State Water Resources Control Board (State Board) by September 30. The DWR report will include water shortage information at the supplier level, as well as regional and statewide analysis of water conditions as required by California Water Code Section 10644 (c)(1)(B). Potable Water Palo Alto receives 100% of its potable water supply from the SFPUC Regional Water System and staff used the SFPUC's April 17, 2023 Water Supply Availability Update to determine water supply. •“Table 2: Water Demands” (Table 2) provides a demand projection for each month of FY 2024; •“Table 3: Water Supplies” (Table 3) notes that there is sufficient supply to meet Palo Alto’s demand and projects supply equal to the demand projection since there is no projected water shortage; •“Table 4(P): Potable Water Shortage Assessment” (Table 4(P)) compares projected FY 2024 demand with supply and illustrates that there is no shortage projected for FY 2024; •“Table 5: Planned Water Shortage Response Actions” (Table 5) shows no triggered water shortage actions. On March 24, 2023, Governor Newsom issued Executive Order (N-5-23) which eliminated his directive that agencies implement Stage II of their water shortage contingency plans as well as lessened the drought emergency restrictions presented in his previous Executive Order (N-7-22), while not eliminating all actions completely. On April 11, 2023, the SFPUC approved the rescindment of the Water Shortage Emergency that was declared on November 23, 2021. This action removes the voluntary system wide cutback of 11% (Resolution No. 22-0098), effective when the State Board’s order expires on June 10, 2023 (unless the State Board takes an earlier action). The City of Palo Alto’s temporary drought water use restrictions expire at the same time as SFPUC’s voluntary water use restriction and the State Board’s drought emergency regulations.3 Palo Alto’s eight permanent water use regulations will remain in effect (see Palo Alto Municipal 3 See Resolution 10054, adopted June 20, 2022: https://www.cityofpaloalto.org/files/assets/public/city- clerk/resolutions/resolutions-1909-to-present/2022/reso-10054.pdf Item #2     Packet Pg. 22     Item No. 2. Page 3 of 8 Code Section 12.32.010). Staff will continue to monitor drought actions and requirements at the SFPUC and State level and provide updates to the UAC and to the public through the City’s website described above. Non-Potable Water For non-potable recycled water, Table 2 provides the demand projection and Table 3 notes that there is sufficient supply to meet Palo Alto’s non-potable recycled water demand. For that reason, the supply is set to equal demand and there is no shortage of non-potable water projected in Table 4(NP), “Non Potable Water Shortage Assessment”. Item #2     Packet Pg. 23     Item No. 2. Page 4 of 8 Table 1. A nnual Assessment Information Annual Assessment Information (Required) Year Covered By This Shortage Report Start: July 1,2023 End: June 30,2024 Supplier's Annual Assessment P lanning Cycle Start Month:July End Month:June Data Reporting Interval Used: MONTHLY Volume Unit for Reported Supply and Demand: (Must use the same unit throughout)AF Water Supplier's Contact Information Water Supplier's Name:City of Palo Alto Contact Name:Lisa Bilir C ontact Title:Senior Res ource Planner Street Addres s:250 Hamilton Avenue, Palo Alto Z IP Code:94301 Phone Number:(650)329-2543 Email Addres s:l isa.bil ir@ci tyofpaloalto.org Report Preparer's Contact Information (if different from above) Preparer's Organization Name: Preparer's Contact Name: Phone Number: Email Addres s: Supplier's Water Shortage Contingency Plan W SCP Title 2020 Water Shortage Contingency Plan of the City of Palo Alto WSCP Adoption Date 6/7/2021 Other Annual Assessment Related Activities (Optional) Activity Timeline/ Out comes / Links / Notes Annual Ass es s ment/ Shortage Report Title:Optional Annual As s es s ment / Shortage Report Approval Date:6/12/2023 Other Annual As s es sment Related Activities: The 2020 Water Shortage Contingency Plan of the C ity of Palo Alto s tates that Palo Alto will utilize the BAWSCA Regional Reliability Model to evaluate water s upply availability, however, the plan als o permits the City to use SFPUC data s ince SFPUC is the City's sole s upplier. Specifically, the 2020 Water Shortage Conting ency Plan s tates: "Becaus e Palo Alto relies on only one potable water s upply s ource, SFPUC RWS water, the Annual Ass es s ment will rely on key data inputs from the SFPUC." Palo Alto us ed the SFPUC's April 17th 2023 Water Supply Availability Update to determine water s upply. (Add rows as needed) Item #2     Packet Pg. 24     Item No. 2. Page 5 of 8 = From prior tables = Auto calculated Use Type Start Year:2023 Volumetric Unit Used2:AF Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Total by Water Demand Type All Demands 1259 1147 1103 1070 840 715 673 554 674 887 1138 1120 11182 0 0 0 0 0 0 0 0 0 1259 1147 1103 1070 840 715 673 554 674 887 1138 1120 11182 All Demands Tertiary 54 53 35 22 11 2 2 11 9 24 42 50 315 0 0 0 0 54 53 35 22 11 2 2 11 9 24 42 50 315 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Total 0 0 0 0 Three years ago total demand Four years ago total demand Optional (for comparison purposes) Last year's total demand Two years ago total demand Table 2: Water Demands1 Projected Water Demands - Volume3 Total by Month (Non-Potable) 1Projections are based on best available data at time of submitting the report and actual demand volumes could be different due to many factors. 2Units of measure (AF, CCF, MG) must remain consistent. 3When opting to provide other than monthly volumes (bi-monthly, quarterly, or annual), please see directions on entering data for Projected Water Demand in the Table Instructions. Notes: Potable unconstrained customer demand determined using the end-use model described in the 2020 UWMP Section 4. Non-potable unconstrained customer demand determined based on 2020 UWMP projection. Total by Month (Potable) Additional Description (as needed) Level of Treatment for Non- Potable Supplies Drop-down list Drop-down list May select each use multiple times These are the only Use Types that will be recognized by the WUEdata online submittal tool (Add additional rows as needed) Demands Served by Potable Supplies Demands Served by Non-Potable Supplies Item #2     Packet Pg. 25     Item No. 2. Page 6 of 8 = From prior tables = Auto calculated Water Supply Start Year:2023 Volumetric Unit Used2:AF Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Total by Water Supply Type Purchased/Imported Water San Francisco Public Utilities Commission Regional Water Supply System 1259 1147 1103 1070 840 715 673 554 674 887 1138 1120 11182 0 0 0 0 0 0 0 0 0 1259 1147 1103 1070 840 715 673 554 674 887 1138 1120 11182 0 Recycled Water Recycled Water from the Regional Water Quality Control Plant 54 53 35 22 11 2 2 11 9 24 42 50 315 0 0 0 0 54 53 35 22 11 2 2 11 9 24 42 50 315 0 Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Total 0 Potable Supplies Non-Potable Supplies eAR Reported Total Water Supplies Optional (for comparison purposes) 1Projections are based on best available data at time of submitting the report and actual supply volumes could be different due to many factors. 2Units of measure (AF, CCF, MG) must remain consistent. 3When opting to provide other than monthly volumes (bi-monthly, quarterly, or annual), please see directions on entering data for Projected Water Supplies in the Table Instructions. Notes: Palo Alto purchases 100% of its potable water from SFPUC; Palo Alto used the SFPUC's April 17th 2023 Water Supply Availability Update to determine water supply. Palo Alto supplies recycled water for irrigation of the municipal golf course, a park and some other minor applications. There is sufficient supply of both potable and recycled water to meet demand. Total by Month (Potable) Total by Month (Non-Potable) Table 3: Water Supplies1 Projected Water Supplies - Volume3 Water Quality Drop-down List Total Right or Safe Yield* (optional) Additional Detail on Water Supply Drop-down List May use each category multiple times.These are the only water supply categories that will be recognized by the WUEdata online submittal tool (Add additional rows as needed) Item #2     Packet Pg. 26     Item No. 2. Page 7 of 8 TIMELINE Upon review, discussion, and action by the UAC, staff will bring the Annual Water Shortage Assessment Report to the City Council to consider its adoption on June 12, 2023. California Water Code Section 10632.1 requires the Annual Water Shortage Assessment Report to be submitted = Auto calculated = For manual input Table 4(P): Potable Water Shortage Assessment1 Start Year:2023 Volumetric Unit Used2:AF Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun3 Total Anticipated Unconstrained Demand 1,259 1,147 1,103 1,070 840 715 673 554 674 887 1,138 1,120 11,182 Anticipated Total Water Supply 1,259 1,147 1,103 1,070 840 715 673 554 674 887 1,138 1,120 11,182 Surplus/Shortage w/o WSCP Action 0 0 0 0 0 0 0 0 0 0 0 0 0 % Surplus/Shortage w/o WSCP Action 0%0%0%0%0%0%0%0%0%0%0%0%0% State Standard Shortage Level 0 0 0 0 0 0 0 0 0 0 0 0 0 Benefit from WSCP: Supply Augmentation 0.0 Benefit from WSCP: Demand Reduction 0 0 0 0 0 0 0 0 0 0 0 0 0 Revised Surplus/Shortage with WSCP 0 0 0 0 0 0 0 0 0 0 0 0 0 % Revised Surplus/Shortage with WSCP 0%0%0%0%0%0%0%0%0%0%0%0%0% = Auto calculated = For manual input Table 4(NP): Non-Potable Water Shortage Assessment1 Start Year:2023 Volumetric Unit Used2:AF Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun3 Total Anticipated Unconstrained Demand: Non-Potable 54 53 35 22 11 2 2 11 9 24 42 50 315 Anticipated Total Water Supply: Non-Potable 54 53 35 22 11 2 2 11 9 24 42 50 315 Surplus/Shortage w/o WSCP Action: Non-Potable 0 0 0 0 0 0 0 0 0 0 0 0 0 % Surplus/Shortage w/o WSCP Action: Non-Potable 0%0%0%0%0%0%0%0%0%0%0%0%0% Benefit from WSCP: Supply Augmentation 0.0 Benefit from WSCP: Demand Reduction 0.0 Revised Surplus/Shortage with WSCP 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 % Revised Surplus/Shortage with WSCP 0%0%0%0%0%0%0%0%0%0%0%0%0% = From prior tables Planned WSCP Actions 1Assessments are based on best available data at time of submitting the report and actual volumes could be different due to many factors. 2Units of measure (AF, CCF, MG) must remain consistent. 3When optional monthly volumes aren't provided, verify Tables 2 and 3 use the same columns for data entry and are reflected properly in Table 4 and make sure to use those same columns to enter the benefits from Planned WSCP Actions. Please see directions on the shortage balancing exercise in the Table Instructions. If a shortage is projected, the supplier is highly recommended to perform a monthly analysis to more accurately identify the time of shortage. = From prior tables Planned WSCP Actions 1Assessments are based on best available data at time of submitting the report and actual volumes could be different due to many factors. 2Units of measure (AF, CCF, MG) must remain consistent. 3When optional monthly volumes aren't provided, verify Tables 2 and 3 use the same columns for data entry and are reflected properly in Table 4 and make sure to use those same columns to enter the benefits from Planned WSCP Actions. Please see directions on the shortage balancing exercise in the Table Instructions. If a shortage is projected, the supplier is highly recommended to perform a monthly analysis to more accurately identify the time of shortage. July 1,2023 to June 30,2024 Enter Amount (Drop-down List) Select % or Volume Unit Start Month End Month Table 5: Planned Water Shortage Response Actions NOTES: Palo Alto currently implements permanent water us e res trictions according to the Palo Alto Municipal Code Section 12.32.010 https ://codelibrary.amlegal.com/codes/paloalto/lates t/paloalto_ca/0-0-0-69362#JD_Chapter12.32. There is currently no water s hortage projected for FY 2024 in Table 4(P). Add additional rows as needed How much is action going to reduce the shortage gap? When is s hortage res ponse action anticipated to be implemented?Is action already being implemented? (Y/N) ACTIONS: Demand Reduction, Supply Augmentation, and Other Actions. (Drop-down List) Thes e are the only categories that will be accepted by the WUEdata online submittal tool. Select thos e that apply. Anticipated Shortage Level Drop-down Lis t of State Standard Levels (1 - 6) and Level 0 (No Shortage) Item #2     Packet Pg. 27     Item No. 2. Page 8 of 8 to DWR by July 1 each year. STAKEHOLDER ENGAGEMENT Staff encourages interested parties to comment or provide feedback on the draft Annual Water Shortage Assessment Report at the UAC or Council meeting where the report will be considered for approval, or to submit written comments prior to those meetings. ENVIRONMENTAL REVIEW Adoption of the 2023 Annual Water Shortage Assessment Report is exempt from California Environmental Quality Act’s (CEQA) review pursuant to Water Code Section 10652. ATTACHMENTS Attachment A: Presentation APPROVED By: Dean Batchelor, Director of Utilities Staff: Lisa Bilir, Senior Resource Planner Item #2     Packet Pg. 28     June 7, 2023 www.cityofpaloalto.org 2023 Annual Water Shortage Assessment Report Utilities Advisory Commission Staff: Lisa Bilir • CITY OF PALO ALTO Item #2     Packet Pg. 29     TITLE 40 FONT BOLD Subtitle 32 font 2 www.cityofpaloalto.org Beginning in 2022, every urban water supplier must: 1) Conduct an Annual Water Supply and Demand Assessment; and 2) Submit an Annual Water Shortage Assessment Report to the Department of Water Resources Required by the California Water Code Sections 10632(a) and 10632.1 There is no water shortage and no triggered water shortage actions SFPUC’s April 17, 2023 Water Supply Availability Update indicates above average precipitation and record-breaking snowpack Palo Alto’s temporary drought emergency water use restrictions are expected to expire June 10, 2023; staff will continue to monitor SFPUC and state requirements Permanent Water Use Restrictions (Palo Alto Municipal Code Section 12.32.010) Annual Water Shortage Assessment Report • CITY OF PALO ALTO Item #2     Packet Pg. 30     TITLE 40 FONT BOLD Subtitle 32 font 3 www.cityofpaloalto.org The Utilities Advisory Commission recommends Council adopt the 2023 Annual Water Shortage Assessment Report. RECOMMENDED MOTION • CITY OF PALO ALTO Item #2     Packet Pg. 31     Questions www.cityofpaloalto.org Item #2     Packet Pg. 32     Item No. 3. Page 1 of 3 1 6 4 6 Utilities Advisory Commission Staff Report From: Dean Batchelor, Director Utilities Lead Department: Utilities Meeting Date: June 7, 2023 Staff Report: 2301-0900 TITLE Staff Recommends the Utilities Advisory Commission Accept and Approve the 2023 Wildfire Mitigation Prevention Plan as Presented RECOMMENDATION Staff recommends that the Utilities Advisory Commission receive the presentation of the 2023 Wildfire Mitigation Plan. EXECUTIVE SUMMARY The purpose of this report is to present to the UAC the annual Wildfire Mitigation Plan (Plan). Following this public meeting and opportunity for public comment, staff will submit the Plan to the California Wildfire Safety Advisory Board by July 1, 2023 as required by law. Attachment A is the Plan and Attachment B is a report by an Independent Evaluator who reviewed the Plan. BACKGROUND State law1 requires electric Investor and Publicly Owned Utilities to annually develop and submit a Plan setting out specific ways in which the utility will prepare for and mitigate against possible wildfires ignited by its electric equipment. The Plans are limited in geographic scope to the areas previously identified as a high fire threat area by the California Public Utilities Commission’s State Fire map2. For Palo Alto, this is the Foothills area. The City of Palo Alto Utilities Department (CPAU) submitted the initial Plan in 2020, with updates following in 2021 and 2022.3 This year, CPAU staff presents a revision of the original Plan, in 1 State Law https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=8387.&lawCode=PUC 2 CPUC State Fire Map https://www.cpuc.ca.gov/industries-and-topics/wildfires/fire-threat-maps-and-fire-safety- rulemaking 3 The initial Plan was reviewed and approved by the City Council on January 21, 2020 [[internal note, MT number is 10670]]. The first update to the Plan was presented to the UAC on June 2, 2021 [[MT number 12190]], and the second update was presented to the UAC on June 8, 2022 [[MT number 14175]]. Legally, review by the City Council is not required and only occurred for the inaugural report. The legal statue does require presentation of each Plan Item #3     Packet Pg. 33     Item No. 3. Page 2 of 3 1 6 4 6 accordance with state law requiring a ”comprehensive revision of the Plan” at least once every three years. The term “comprehensive revision” is legally undefined and subject to interpretation. Consistent with other Publicly Owned Utilities, CPAU understands the law to intend for a complete, renewed review of the Plan, rather than the less intensive ongoing updates required in other years. As such, staff prepared the 2023 Plan anew while reviewing (1) statutorily mandated elements, (2) general suggestions4 from the Wildfire Safety Advisory Board,5 (3) information about specific projects, and (4) feedback from the Independent Evaluator’s Report. Regarding (4), CPAU retained Dudek to independently review the Plan to determine its efficacy, legal compliance, and provide suggestions for improvement. Retaining an outside expert to review this Plan is not a legal mandate; however, CPAU felt doing so for our very first comprehensive revision was prudent and in the best interests of the community. Utilities key mitigation activity is undergrounding eleven miles of electric lines in the Foothills area. This project involves installing substructure work, including boxes for electric and fiber lines; removing electric lines and fiber lines from poles; and installing padmount equipment where possible. This iterative project consists of multiple phases and is expected to be complete in 2025. Staff has completed the installation of 2.38 miles of substructure and is designing the next two. The actual undergrounding of some lines and pole removals is expected to begin FY23/24. FISCAL/RESOURCE IMPACT Neither the UAC presentation nor the Wildfire Mitigation Plan itself have any immediate resource impacts besides the staff time to coordinate and develop the plan and the corresponding presentation. Ongoing and proposed activities listed in the Plan are and will be approved annually through the Capital and Operating Budget processes. STAKEHOLDER ENGAGEMENT The annual presentation of the Plan in a publicly noticed meeting provides an opportunity to hear and accept comments from the public, other local and state agencies, and interested parties. ENVIRONMENTAL REVIEW iteration in an appropriately noticed public meeting; as such, staff brings the latest Plan to the UAC each year. There is no mandate for formal acceptance, a vote, or a resolution, just that the public is offered an opportunity to comment. 4 California Wildfire Safety Advisory Board https://energysafety.ca.gov/wp-content/uploads/wsab-wmp-pou- guidance-advisory-opinion-adopted.pdf 5 Staff notes that in its Guidance Advisory Opinion for the 2023 Wildfire Mitigation Plans of Electric Publicly Owned Utilities and Rural Electric Cooperatives, the Wildfire Safety Advisory Board (Board) offered no substantive comments for improvement for CPAU. In fact, on page 10, the Board commended CPAU and a few other POUs “for providing detailed and comprehensive [Plans] providing specific information above and beyond the template used by many POUs.” And on pages A3-42 and 43, the Board “appreciates,” “thanks, “applauds,” and “greatly appreciates” CPAU’s Plan multiple times. Item #3     Packet Pg. 34     Item No. 3. Page 3 of 3 1 6 4 6 The UAC’s receipt of this report is not a project requiring California Environmental Quality Act review, because it is an administrative governmental activity which will not cause a direct or indirect physical change in the environment. ATTACHMENTS Attachment A: 2023 Wildfire Mitigation Plan Attachment B: Independent review report from Dudek Attachment C: Presentation APPROVED By: Dean Batchelor, Director of Utilities Staff: Jim Pachikara, Acting Electric Engineering Manager Item #3     Packet Pg. 35     2023 Utilities Wildfire Mitigation Plan Adopted by the Utilities Advisory Commission on June 7, 2023 Item #3     Packet Pg. 36     ii TABLE OF CONTENTS I. Utility overview and context...................................................1 A. Context table ...........................................1 B. Statutory cross-reference table ..................2 C. Process for WMP adoption ........................2 D. Plan location on the website......................3 II. Plan purpose and objectives................................................3 A. Summary .................................................3 B. Scope ......................................................4 C. Plan objectives .........................................5 III. Roles and responsibilities .....................................................6 A. City of Palo Alto Utilities Department .........6 B. Coordination with other departments ........7 C. Deenergization-related communication ......9 IV. Electric-line ignited wildfire risk drivers with prevention and mitigation efforts ..........................................................................9 A. Primary risk drivers and specific mitigation efforts..9 B. Primary risk driver and specific mitigation effort…..10 C. Other electric equipment-specific mitigation strategies…11 D. Enterprise-wide Safety Risks ....................13 E. Current and prior activities ......................13 V. Monitoring the plan.............................................................14 A. Measuring Plan and inspection performance……..14 B. Performance and outcome metrics ..........14 C. Applying previous Plan metrics to this Plan15 D. Independent evaluation of this 2023 Plan.16 Appendix A: Wildfire-related activities.......................................17 Appendix B: Independent evaluator report ...............................20 Item #3     Packet Pg. 37     iii Item #3     Packet Pg. 38     2023 Wildfire Mitigation Plan 1 I. UTILITY OVERVIEW AND CONTEXT A. Context table City of Palo Alto Size in Square Miles 26 square miles Assets Distribution Number of Customers Served 29,849 residential and business customer accounts Customer Classes Residential and Small/Medium Business Location/Topography Urban Percent Territory in CPUC High Fire Threat Districts 40% in Tier 2 0 % in Tier 3 (PUC ArcGIS map) CAL FIRE FRAP Map Fire Threat Zones 40% High Approx. based on visual interpretation of map. Existing Grid Hardening Measures Undergrounding Impacted by another utility’s PSPS? Yes, as a transmission dependent utility, Palo Alto could be impacted by a PG&E PSPS. Mitigates impact of another utility’s PSPS? Yes Expects to initiate its own PSPS? At this time, no. But as this report covers a one-year period, we cannot say for certain. The last PSPS event Palo Alto initiated was on September 6, 2022, affecting approximately 1,700 customers for about 30 minutes. We reenergized lines quickly upon learning that the deenergizing request was made after a miscommunication between CAISO and NCPA. Prevailing wind directions & speeds by season Please refer to Cal Fire’s Santa Clara Unit 2021 Strategic Fire Plan for information about wind regional wind conditions Item #3     Packet Pg. 39     2023 Wildfire Mitigation Plan 2 B. Statutory cross-reference table Code section Pertaining to Page 8387(b)(2)(A)Accounting of responsibilities 6 8387(b)(2)(B)Plan objectives 5 8387(b)(2)(C)Preventive strategies and programs to minimize risk 9 8387(b)(2)(D)Metrics used to evaluate Plan’s performance 14 8387(b)(2)(E)Current Plan informed by previous Plan’s metrics 14 8387(b)(2)(F)Protocols related to deenergizing and public safety impacts 11 8387(b)(2)(G)Customer notification around deenergizing 9 8387(b)(2)(H)Vegetation management 10 8387(b)(2)(I)Electrical infrastructure inspection plans 14 8387(b)(2)(J)A list of wildfire risks and drivers 9 8387(b)(2)(K)Area that is a particularly high wildfire threat 4 8387(b)(2)(L)Wildfire and safety risk methodology 9 8387(b)(2)(M)Restoring service after a wildfire 12 8387(b)(2)(N)Process to monitor Plan, identify any execution deficiencies, and audit inspection effectiveness 14 8387(b)(3)Present Plan in an appropriately noticed public meeting 2 C. Process for WMP adoption Palo Alto is a bit unique among POUs in that we have a Utilities Advisory Commission (UAC). This commission is comprised of residents who meet monthly to provide advice to our City Council and staff on utilities-related matters, including our Wildfire Mitigation Plan (Plan). A Brown Act body, the UAC agendas are published in advance of each public meeting and opportunities for comment are provided. Each year, Palo Alto staff presents our Plan at a UAC meeting where we accept any com Item #3     Packet Pg. 40     2023 Wildfire Mitigation Plan 3 ments and receive feedback from Commissioners.1 Minutes and videos of past meetings are available on the City’s website. This Plan revision and accompanying independent evaluation report was presented at the June 7, 2023 UAC meeting. D. Plan location on the website Palo Alto’s Plan is the first substantive item found on our Utilities Department safety webpage. Navigating to this page from our main department page takes only two clicks and is intuitive. Users click on “Utilities Services and Safety,” then “Wildfire Mitigation.” This year, we streamlined the information on the webpage to make it more easily readable by listing the specific links to current and past plans. Because our city also has a Fire Department and an Office of Emergency Services that respond to fires and other emergencies, we briefly note for readers how this wildfire Plan differs from others. II. PLAN PURPOSE AND OBJECTIVES A. Summary This Plan is written in compliance with Public Utilities Code section 8387 and describes how the City of Palo Alto’s Utilities Department (CPAU) maintains and operates our electrical lines and equipment in a manner that minimizes the risk of wildfire posed by those lines and equipment. As a comprehensive revision to our prior Plans, we took a fresh look at how best to produce this report and provide relevant information. As such and as the Wildfire Safety Advisory Board correctly predicted in its 2022 guidance opinion, we do not include redlines from our 2022 Plan. All the content in this Plan is new. 1 We note that while the Board asks on page A1-1 of its 2023 POU WMP Guidance Advisory Opinion that POUs “describe the process by which the governing body” adopts Plans, such is not legally required. PUC 8783(b)(3) requires a POU to “present its wildfire mitigation plan in an appropriately noticed public meeting…[and] shall accept comments on its wildfire mitigation plan from the public….” While not our governing board, the UAC meetings meet the legal requirement of a noticed public meeting where comments from the public are accepted. Item #3     Packet Pg. 41     2023 Wildfire Mitigation Plan 4 B. Scope The scope of this Plan is limited to providing information about mitigating electric line-ignited wildfires. We make a distinction between mitigating for possible electric line-ignited wildfires versus wildfires or wildfire suppression generally. The latter two are in the scope and under the purview of trained fire experts, such as our city’s Fire Department, and not within the expertise of utility engineers and technicians.2 The former is within the scope of CPAU responsibilities and is the subject of the state code section mandating this Plan. Therefore, it is our sole focus. Additionally, this Plan applies to the only area in our city identified as a high fire threat area in the California Public Utilities Commission (CPUC) State Fire Map. As of 2022, the high fire threat area in Palo Alto is all areas with the city limits west of Highway 280, which we refer to as the Foothills Area. (See below image). This area is about 8-square miles, is sparsely populated, and consists primarily of open space. Lastly and per the Board’s request of all POUs, in this updated Plan we deliberately omit general information the Board already understands in favor of specific information about our territory, our infrastructure, and our projects. For example, the Board already knows that CPAU, and other POUs, meet all applicable GO 95 standards; we do not reiterate that here. To avoid redundancy, we also do not include appendixes submitted in prior years, although we may refer to them. This is not to short shrift our efforts, but rather to acknowledge that both CPAU and the Board have limited resources to write and review Plans, the Board has already reviewed the appendixes and offered guidance, and recycling past information is not as helpful as providing new information. 2 In our 2021 report, we attached as “Appendix A” our Fire Department’s Palo Alto Foothills Fire Management Plan Update; it can be viewed at: https://www.cityofpaloalto.org/files/assets/public/oes/plans/foothills-fire-management-plan-update- 2016-final.pdf Item #3     Packet Pg. 42     2023 Wildfire Mitigation Plan 5 C. Plan objectives The Plan’s primary objective is to help guide CPAU staff in minimizing the probability that our distribution system may be an original or contributing source for wildfire ignition. We strive to ensure that our infrastructure is safe and resilient by taking proactive actions to maintain our equipment, refine our existing Public Safety Power Shutoff protocols as needed, and underground the electric lines in our single high fire threat area. High fire threat area also known as the Foothills area. Item #3     Packet Pg. 43     2023 Wildfire Mitigation Plan 6 A secondary objective is to improve the resiliency of our distribution system and a final goal, to measure the efficacy of our mitigation strategies. Please see Appendix A for a listing of mitigation projects. III. ROLES AND RESPONSIBILITIES A. City of Palo Alto Utilities Department Palo Alto residents and businesses Palo Alto City Council Palo Alto City Manager Director, Utilities Department Manager, Electric Operations Senior Electric Engineer Asist. Director, Electric Division Power Engineers Utilities Supervisors Utilities Advisory Commission Manager, Communications Manager, Compliance Communications Coordinator This chart reflects only the CPAU positions with a role related to the subject of this Plan. Item #3     Packet Pg. 44     2023 Wildfire Mitigation Plan 7 In Palo Alto, the City Council is our governing body. As noted above, the UAC is the Brown Act body that provides advice on utilities-related matters. CPAU operates and maintains all the utilities in the city, including electric, water, gas, fiber, and wastewater. The Department also employs communications staff to engage with the community and a Compliance Manager who, among other duties, ensures reports such as this Plan are completed timely and appropriately. The electric staff noted above all play a role in preventing electric-line ignited wildfires. Specifically, our engineers produce safe and resilient designs and oversee fire mitigation projects.3 Our operators inspect, repair, and maintain our equipment while flagging any potential causes for concern. Our communications team produces safety communication material to our community and our compliance manager ensures we meet or exceed laws and regulations. B. Coordination with other departments As one part of a larger body, CPAU works closely with other departments and internal divisions. These include our Public Works Department and its Urban Forestry and Environmental Services Divisions, the Fire Department, the Office of Emergency Services, and the Engineering and Operations team for our water utility. Together, these departments and divisions proactively prepare for wildfires, act to mitigate climate and fire-related risks, maintain electric and water infrastructure, develop plans for deenergization events, ensure appropriate vegetation management, and lead Palo Alto’s robust climate action efforts. As these divisions, departments, and teams are under the umbrella of one City, there is a strong history of working together closely. For example, during the January 2023 storm events, the above departments held daily calls to share information on immediate needs, infrastructure repairs, and communication received from external agencies. In less urgent times, these departments work together to prepare reports, conduct inter- division meetings on the status of projects of joint interest, and collaborate on how best to engage the community to proactively provide utilities-related information. 3 To keep the public informed of CPAU’s capital improvement projects, we place related information on our website. This information includes the name(s) of those responsible for the projects. Item #3     Packet Pg. 45     2023 Wildfire Mitigation Plan 8 Public Works’ Urban Forestry Division employs Foresters who work with Utilities to ensure appropriate tree clearance standards. The staff of the City’s Office of Emergency Services work to prevent, mitigate against, and prepare for hazards of all types. They are trained to communicate with the community and other agencies during emergencies in ways Utilities staff is not. The Fire Department not only plans for and responds to wildfires but is also trained on best practices in communicating with the community and other agencies during wildfires. Item #3     Packet Pg. 46     2023 Wildfire Mitigation Plan 9 C. Deenergization-related communication CPAU’s communications staff is responsible for engaging the community about deenergization events. In doing so, and in deciding whether to deenergize lines, CPAU utilizes the “Utilities Wildfire Mitigation Response and Communications Procedure for Public Safety Power Shutoff.”4 This procedure includes proactively sending to customers a specific recorded message to customers living in the Foothills area, and a more general but still targeted message to all customers. These messages are sent prior to deenergizing lines, to allow residents time to act, if necessary. Palo Alto also sends emails to Foothills residents, with specific information about conditions that may prompt deenergization, the anticipated dates and times of a shutoff, how to prepare, and where to find more information. During a deenergization event, CPAU continues to email and call customers. The calls and emails prior to and during any shutoffs are supplemented with frequent information posted on CPAU’s website and social media accounts. IV. ELECTRIC-LINE IGNITED WILDFIRE RISK DRIVERS WITH PREVENTION AND MITIGATION EFFORTS A. Primary risk drivers and specific mitigation efforts Palo Alto recognizes that the Board is most interested in specific risks unique to each POU and its service territory rather than general risks carried by all electric utilities. As such and as we are in the process of undergrounding the lines in our only high fire threat area, we note only the risk associated with the equipment in the Foothills area. The more general risks Palo Alto regularly mitigates, but does not belabor here, include: Electric system operating, management, and construction practices 4 This document was previously provided to the Board as Attachment G in Palo Alto’s 2022 Plan. As a newer procedure that remains accurate, it has not been updated since our submittal. Item #3     Packet Pg. 47     2023 Wildfire Mitigation Plan 10 Weather, including high winds Extended drought With regard to weather monitoring, Palo Alto installed a weather station in the Foothills area, allowing staff direct, localized weather data. CPAU staff also monitor regional conditions, receive red flag warnings, and communicate with our first-responder departments on any actions needed due to weather conditions. B. Primary risk driver and specific mitigation effort Vegetation type, density, and management practices. Risks include vegetation intruding into power lines, falling onto lines, or roots damaging undergrounded equipment. Mitigation efforts include ongoing physical inspections, ensuring the proper type of vegetation is placed at the correct distance from equipment, and adherence to our City’s Line Clearing Program and our Tree Technical Manual for proper care of trees. Palo Alto is fortunate to have a dedicated Urban Forestry Division within our Public Works Department, staffed by trained and experienced urban foresters. These individuals regularly evaluate every tree twice each year in our high fire threat area with a potential for contact with our electric lines. In addition, for the foothills area, Urban Forestry uses an enhanced vegetation management buffer as shown in the diagram below: This practice exceeds GO 95 minimum standards for the voltage. Specifically, a 4-foot radial clearance is the minimum required in high fire danger areas for lines between 750 volts and 300kv; Palo Alto has a minimum of 10 feet and a target of 12 feet for all circuits in the foothills. Item #3     Packet Pg. 48     2023 Wildfire Mitigation Plan 11 Additionally, other jurisdictions sharing a border with our high fire threat area are just as interested in vegetation management. For example, in November and December 2022, the Los Altos Hills County Fire District engaged in a project to clear vegetation along a two-mile route adjacent to a road running through both Palo Alto and Los Altos. This project involved pruning trees and clearing the area of vegetation and debris to ensure a safe evacuation route in the event of a wildfire, while providing safe entry and exit points for first responders. Palo Alto utilizes a variety of vegetation treatment methods to reduce the risk of wildfire, including tree or branch removal, trimming, mowing, brush cutting, discing, and herbicide use. Our Urban Forestry Department is planning a program to help remove potential fall-ins from trees outside of Palo alto’s maintenance envelope. In the future, to help staff track and manage flammable new growth, Palo Alto may utilize GIS and growth modeling. Currently, this work is performed manually with physical inspections. C. Other electric equipment-specific mitigation strategies Disabling certain reclosures. In the Foothills area, we have two reclosers on the distribution line that automatically open when they sense a large amount of current flowing due to a fault. After a preset delay, they both can automatically reclose; however, as a method to minimize fire risk, the reclosing function is permanently disabled on both reclosures and at the circuit breaker of the substation serving this area. Restoring service intentionally requires manual reclosing, which occurs only after staff have physically inspected the lines, performed any needed repairs, and ensured that the outage cause is removed. While this practice means potentially longer outage times, it is an important risk mitigation activity. Utilizing specific fuses. We utilize non-expulsion fuses in our high fire threat area. Specifically, CPAU utilizes Eaton’s Cooper PowerE series ELFE fuse, a full range, current-limiting dropout fuse with a self-contained design that eliminates noise and expulsive showers. If these fuses explode, any hot metal is contained within the fuse holder, preventing contact with vegetation. Deenergizing, then reenergizing when prudent. We consider deenergizing our lines as a last resort, realizing that while the lack of power could be an inconvenience for some, it can also cause significant health and safety concerns for others. However, we will utilize this option when necessary to minimize the risk of an electric-line ignited wildfire in our high fire threat area. Factors we consider when determining whether to deenergize include: o The possible safety impacts to our customers o Any fire activity in the vicinity Item #3     Packet Pg. 49     2023 Wildfire Mitigation Plan 12 o Any evacuation orders and other information from emergency personnel o Information from local fire agencies, vegetation staff, and our own operators o Local and regional weather conditions including wind, humidity, precipitation and any red flag warnings o The state of vegetation in the area (ie: very dry) Restoring power after a wildfire or deenergization event. Lines will only be reenergized when (1) the risk has passed, (2) the lines are inspected, and (3) any needed repairs are complete. CPAU utilizes a Public Safety Power Shutoff (PSPS) policy and procedure5 when determining whether to deenergize lines because of a wildfire risk. Our written protocol also includes customer notification procedures and reenergization information. In addition to customer notification from the Utilities Department, PSPS communication is also coordinated with staff of Palo Alto’s Office of Emergency Services. The decision to institute a PSPS also includes working with CPAU’s water utility staff to determine if we should pump water up to the reservoirs located in the Foothills area in advance of shutting off power to ensure there is sufficient water and water pressure for any firefighting activities. Coordination with PG&E. As a transmission-dependent utility, CPAU communicates with PG&E regarding their potential deenergization events that may impact our service territory. Studying device coordination strategies. Staff has engaged in protective device coordination studies to ensure that any fault is isolated quickly and any impact limited. Based on these studies, we changed our fuse type and size, as noted above, on distribution lines and changed relay settings for reclosers and a station circuit breaker. 5 The Draft PSPS Policy and Process was included as Appendix G in our 2019 Wildfire Mitigation Plan and the final version was included as Appendix F in our 2022 update. As noted above and as the Board has received the same information twice already, we do no re-submit it here for a third time. Information on PSPS events can also be found on our webpage here. Item #3     Packet Pg. 50     2023 Wildfire Mitigation Plan 13 D. Enterprise-wide Safety Risks Palo Alto’s protocol for identifying and addressing enterprise-wide safety risks is a collaborative effort with various City departments. Together the goal is to prevent, protect from, mitigate, respond to, and recover from hazards and threats. The City’s Office of Emergency Services (OES) leads that coordination with City departments with the goal of developing, maintaining, and sustaining a citywide, comprehensive, all hazard, risk-based emergency management program that engages the whole community. The following reports and plans have been developed and are updated to provide information regarding the risks in Palo Alto and the necessary actions to take. - Threat and Hazard Identification and Risk Assessment Report6 - The result of the THIRA process is an organized evaluation of vulnerability and implementation measures based on the necessary capabilities to deal with the natural and non-natural hazards and threats of most concern. - Local Hazard Mitigation Plan7 - Identifies and prioritizes potential and existing hazards across jurisdictional borders, including hazards that may be further amplified by climate change, and provides mitigation objectives with prioritized actions. - Foothills Fire Management Plan8 - Addresses a broad range of integrated activities and produced planning documents to address and mitigate the impacts of fire hazards in the Palo Alto Foothills Area. E. Current and prior activities Our earlier Plans note mitigation tasks our city has already completed, such as preparing a Foothills Fire Mitigation Plan and acting as “territory lead” for the CPUC’s fire threat map. Additionally, prior Plans note ongoing efforts, which continue. These include regular vegetation management, inspection and maintenance of our electric system, and electric infrastructure designs that consider fire safety.9 Attachment A shows the status of our mitigation-related activities. 6 The Threat and Hazard Identification and Risk Assessment Report can be found here. 7 The Local Hazard Mitigation Plan can be found here. 8 The Foothills Fire Management Plan can be found here. 9 See Palo Alto’s 2022 Wildfire Mitigation Plan, pages 13-18 for more information. Item #3     Packet Pg. 51     2023 Wildfire Mitigation Plan 14 V. MONITORING THE PLAN A. Measuring Plan and inspection performance In preparing our annual Plans, we take the opportunity to evaluate our current Plan for any deficiencies, or if any best practices have changed. In doing so, we consider what, if anything, related to wildfires occurred in our high fire threat area. Any events related to wildfires or our electric infrastructure in this area could inform our future Plans and help us understand the effectiveness of our current Plan. Since we began submitting these annual reports, we have had no wildfires in our high fire threat area. We have had zero wires down events, and no incidences that required an unplanned inspection. We also had no incidents in the Foothills area during the January 2023 storms. With regard to inspections, we examine our electric equipment in our high fire threat area more frequently than in other areas of our service territory. We strive to ensure that all inspections are completed by June, before the historic start of fire season, or earlier, depending on drought conditions. Inspections are completed manually. Staff analyzes the results of the inspections for trends of any failures or maintenance needs, which can inform future design changes. Staff also monitors the performance of equipment during windy and raining weather as described in the metrics below. B. Performance and outcome metrics CPAU audits the effectiveness of our Plan’s mitigation and prevention efforts by using two broad metrics: performance and outcomes. Information specific to each are below: i. Performance metrics a. Vegetation management. This metric includes the amount of vegetation cleared or number of trees trimmed in the high first threat area. b. Infrastructure maintenance in high fire threat area. Includes the number of equipment and lines inspected and repaired (if needed) in the high fire threat area. c. Project status. This metric involves monitoring the progress of any projects related to preventing electric-line ignited wildfires in our high fire threat area and ensuring that projects progress on the proper timeline. Item #3     Packet Pg. 52     2023 Wildfire Mitigation Plan 15 ii. Outcome metrics a. Electric-line ignited wildfire. This metric includes any fire started by CPAU’s electric equipment in our high fire threat area that traveled greater than one linear meter from the ignition point. In at least the past 20 years, there have been zero such fires. b. Downed lines in our high fire threat area. For purposes of this Plan, a wires down event includes any instance where an electric line in the high fire threat area of our service territory falls to the ground or on to a foreign object. CPAU will not normalize this metric by excluding unusual events, such as severe storms. Instead, we will supplement this metric with a qualitative description of any such unusual events. C. Applying previous Plan metrics to this Plan Our initial Plan specified two metrics for evaluating performance. Below, we discuss each and how they have informed this revised Plan: i. Outages to the overhead lines in the high fire threat area In our 2020 Plan, we described how we would evaluate any outages in our high fire threat area. (Page 21). We also noted a related project in Appendix F, rebuilding the overhead lines, the status of which is presented below in Appendix A. Our evaluation of any outages in the high fire threat area described in 2020 remain: Determine if our activities (a) should have prevented any outages, (b) were adequate to prevent an outage, (c) could be improved, and (d) could not have prevented an outage. This evaluation and this metric remain for 2023 because they properly inform our efforts in preventing outages. Since January 1, 2020, we have had 10 outages in the Foothills area. None were a result of a PSPS event or weather-related. Most were caused by animal activity in this heavily wooded area or a car hitting a pole. However, trees contacting equipment also caused outages. ii. Fire ignitions An important metric, we stated in our 2020 Plan that we would provide the number of fires occurring in our high fire threat area that were less than 10 acres in size, specifically describing any fires larger than 10 acres. Since January 1, 2020, we have had zero wildfires in our high fire threat area over 10 acres with no calls to 911 to report of a fire of any size. We have had four smaller fires with ignition sources that do not include City infrastructure, but from sources such as vehicle fires or Item #3     Packet Pg. 53     2023 Wildfire Mitigation Plan 16 hot coals thrown in a dumpster. All fires were quickly extinguished by either private individuals or City personnel. If we experience any wildfires in this area, whether ignited by our electric infrastructure or not, we will work with our Fire Department, Office of Emergency Services, and any related local government agency to review the cause, how or if our equipment related to the cause or was impacted, and collaborate on any after-action activities. With this new Plan, we add one more metric: iii. Wires down This metric includes instances of any electric lines or conductors that fall to the ground or comes in contact with a foreign object in our high fire threat area. For each wires down event, CPAU will utilize an evaluation system similar to our outage evaluation, reviewing the cause, what actions may have prevented the event, and if there are areas for improvement. D. Independent evaluation of this 2023 Plan CPAU contracted with Dudek to perform a comprehensive evolution of this Plan. The final evaluation report, included here as Attachment B, was presented at a public UAC meeting on June 7, 2023. CPAU staff realize that there is no legal mandate to retain an independent evaluator on an ongoing basis. We do so this year as this Plan is our first comprehensive revision and we find value in a review the first time we fully revise this document. However, this does not convey an intent to continue the practice going forward, not when we can utilize internal resources in the form of specially trained fire and vegetation staff. The decision about contracting for an independent review in the future will depend on factors such as CPAU’s resources, any events in our high fire threat area, the status of our undergrounding project, any significant changes to our Plan, and so on. Item #3     Packet Pg. 54     2023 Wildfire Mitigation Plan 17 APPENDIX A: WILDFIRE-RELATED ACTIVITIES Our key mitigation activity is undergrounding eleven miles of electric lines in the Foothills area. This project involves installing substructure work, including boxes for electric and fiber lines; removing electric lines and fiber lines from poles; and installing pad- mount equipment where possible. This iterative project consists of multiple phases and is expected to be complete in 2025. CPAU already installed two of four required substructures and is designing the next two. The actual undergrounding of lines is expected to begin mid-2023. Image is a high-level visual representation of the project area, timeline, and how many feet below the surface equipment will be placed. Item #3     Packet Pg. 55     2023 Wildfire Mitigation Plan 18 ADDITIONAL MITIGATION ACTIVITIES Activity Description Status Projected completion date Utilizing fiberglass Some poles will remain in our high fire threat area once lines are all underground. We will use new fiberglass crossarms when replacement is needed to enhance resiliency. CPAU engineering staff finalized the design and specifications for fiberglass crossarms and ordered the necessary materials. Shipping constraints delayed shipment; materials were received in the Spring of 2023. 2024 Fiber optic extension Concurrently with the above project, we will design and install new fiber optic cable to enhance the communications capability in our high fire threat area. Segments of underground communication conduit are being installed along with the electric substructure work, phase by phase. Two phases are complete with two more in development. Summer 2025 Emergency generators Installing emergency backup generators at the water pumping stations and wastewater lift station in our high fire threat area. Staff is working on the requirements for each site. Staffing shortages have delayed this project. 2024/2025 Wood pole inspection To ensure proper infrastructure maintenance, this project involves inspecting, testing, This is a regular, reoccurring project. June 2023 Item #3     Packet Pg. 56     2023 Wildfire Mitigation Plan 19 treating, and reinforcing 700 wood utility poles through our territory. SCADA switch to facilitate deenergization To facilitate the ability to quickly shut off power on the line serving our high fire threat area, CPAU staff will install a remotely operable switch, providing Electric Dispatch Operators at our Utility Control Center the capability to deenergize the line immediately. We have selected the location of the remote switch and will install it while completing the above- mentioned undergrounding project Early 2025 Outage Management System To provide enhanced customer communication during outages, CPAU is updating our Outage Management System. The upgrades will provide additional functionalities, including the ability to notify customers and mobilize resources in response to outages and emergencies, send updates by email, text, and social media outlets, and improve customer service. Implementation of the new System is underway. August 2023 Item #3     Packet Pg. 57     2023 Wildfire Mitigation Plan 20 APPENDIX B: INDEPENDENT EVALUATOR REPORT See attachment B Item #3     Packet Pg. 58     May 9, 2023, 12108.09 Mr. Jim Pachikara & Mrs. Tabitha Boatwright City of Palo Alto Utilities Department 1007 Elwell Court Palo Alto, CA 94303 Subject: Independent Evaluat or’s Report of the City of Palo Alto Utilities Department 2023 Wildfire Mitigation Plan 1 Introduction The City of Palo Alto Utilities Department (CPAU) contracted with Dudek to engage in an independent evaluation of its 2023 Wildfire Mitigation Plan (WMP). This independent evaluation report (Report) describes the technical review and evaluation of the WMP prepared by the CPAU. The WMP requirements are codified in California Public Utilities Code (PUC) §8387(b)(2) for publicly owned electric utilities (POUs). PUC §8387(c) requires that an independent evaluator review and assess the comprehensiveness of a POU’s WMP and issue a summary report. Two thousand twenty-three is a particularly important year for publicly owned utilities since they are required by PUC §8387(b)(1) to “At least once every three years, the submission shall be a comprehensive revision of the plan.” Dudek conducted a review of CPAU’s 2023 WMP from December 6, 2023, to March 20, 2023. The focus of the evaluation was to determine the comprehensiveness of the City of Palo Alto Public Utilities Department’s WMP and ensure that the WMP included all elements required under PUC §8387(b)(2) (listed in Attachment A). In addition to evaluating the elements required by the California Public Utility Code, Dudek reviewed the Wildfire Safety Advisory Board’s (WSAB) specific guidance for the City of Palo Alto Public Utilities Department published in their Guidance Advisory Opinion for the 2023 Wildfire Mitigation Plans of Electric Publicly Owned Utilities and Rural Electrical Cooperatives. ( (Wildfire Safety Advisory Board, 2022)). This Independent Evaluator’s report contains the following elements: 1.) An overview of the City of Palo Alto Utilities Department, 2.) A review of the statutory requirements in PUC §8387(b)(2) for publicly owned electric utilities, 3.) A review of the specific recommendations published by the WSAB for the CPAU 2022 WMP, 4.) the 2022 wildfire mitigation and prevention accomplishments of the CPAU, 5.) An overview of the metrics used in the CPAU’s WMP, and 6.) A comparison of wildfire risk reduction strategies used by the CPAU to similar utilities and municipal utility industry standards. Item #3     Packet Pg. 59     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 2 MAY 2023 2 An Overview of the City of Palo Alto Public Utilities Department The City of Palo Alto Utilities Department service territory covers 26 square miles within the Palo Alto city limits in the southeastern section of the San Francisco Peninsula. While the city limits stretch from the San Francisco Bay to the ridgelines of the Santa Cruz Mountains, the CPAU services territory is concentrated in urban areas in the northeast section of the city. The city is bordered by the northeast facing foothills and mountains to the west and southwest, to the north and south is the densely urban areas of the San Jose valley and San Francisco Peninsula, and to the east is the San Francisco Bay. The CPAU serves approximately 30,000 customers within the City of Palo Alto, primarily residential and small/medium business customers. The CPAU’s service territory can be divided into two categories; the fully developed, urban area east of Interstate 280 (I-280) and the more sparsely developed areas in the Santa Cruz Mountains to the west of I-280. Most of the wildland urban interface in the CPAU’s territory lies within the section south and east of I-280 (Carlson, 2022). Development in this section is sparse and while it accounts for a large portion of the city’s surface area it only contains a small percentage of the CPAU’s customers. Approximately 40% of their service territory lies within a tier 2 fire threat district, none of the CPAU service territory is classified as tier 3 (California Public Utilities Commission, 2018). The CPAU owns and operates transmission and distribution assets with approximately 57% of their electrical lines located underground. The CPAU does not generate its own electrical power and is reliant of power purchased on the market and delivered over PG&E lines. The CPAU’s service territory experiences a typical fire season that lasts from May to September with the area fire danger moderated by morning fog and overcast skies throughout the summer months. The Bay area typically experiences diurnal winds with onshore winds during the daytime that diminish after sunset. These on-shore winds are typically cooler and moister than the on-shore air and helps to moderate the fire danger during the fire season. As a result, large destructive wildfires are uncommon and there is one recorded instance of a large wildfire occurring within 5 miles of CPAU’s service territory (CAL FIRE, 2022). Item #3     Packet Pg. 60     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 3 MAY 2023 3 Statutory Requirements for Wildfire Mitigation Plans A . Statutory Requirement Overview PUC §8387(b)(2) lists the statutory requirements for WMPs. These are the specific elements that the independent evaluator must review to make its determination for this report. The specific elements that must be addressed in CPAU’s WMP are included in Table A (see Attachment A) and are summarized here for reference. • Staff Responsibilities • General Objectives • Wildfire risk reduction program descriptions. • The metrics used to evaluate the wildfire mitigation plan's performance. • How the application of previously identified metrics has informed the wildfire mitigation plan. • Protocols for reclosers, de-energization, and Public Safety Power Shut-off (PSPS) • Procedures for community notification and outreach. • Vegetation Management Plans • Electrical Equipment and Infrastructure Inspection Plans. • Description of wildfire risks, and drivers for those risks, throughout the service territory, including design, construction, operation, and maintenance of equipment and facilities, and topographic and climatological risk factors. • Identification of any geographic area in the service territory that is a higher wildfire threat than is identified in a commission fire threat map. • Identification of enterprise-wide safety risk and wildfire-related risks. • How the service will be restored after a wildfire. • The processes and procedures used to monitor and audit the implementation of the wildfire mitigation plan, identify any deficiencies, and the effectiveness of electrical line and equipment inspections. 3.1 Detailed Review of Statutory Requirements A. Mi nimizing Wildfire Risks PUC §8387(a) requires the following: “Each local publicly owned electric utility and electrical cooperative shall construct, maintain, and operate its electrical lines and equipment in a manner that will minimize the risk of wildfire posed by those electrical lines and equipment.” The CPAU’s WMP and the CPAU documents referenced in the WMP comprehensively describes the safety-related measures that the CPAU follows to reduce its risk of causing wildfires. Dudek has determined that CPAU complies with this requirement through the design of its system, its operational procedures, and the implementation of wildfire risk reduction and wildfire response strategies specifically the utility’s commitment to undergrounding its existing above ground circuits in the High Fire Threat District. B. Evaluation of WMP Elements Dudek found that CPAU’s WMP meets the statutory requirements of comprehensiveness per PUC §8387. The review of the WMP’s elements is summarized relative to the application of the WMP. The table in Attachment A Item #3     Packet Pg. 61     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 4 MAY 2023 lists each required element for CPAU’s WMP and provides Dudek’s initial assessment of the comprehensiveness of that element within the WMP that was reported to the CPAU in our first review in February and our final assessment. Below is a summary of the WMP elements as required by PUC §8387, including restating sections of the WMP where applicable. 8387(b)(2)(A): Responsibilities of Persons Responsible for Executing the Plan. Chapter 3 A of the CPAU WMP comprehensively describes staff responsibilities and functions in the implementation of their WMP including vegetation management, inspections, system maintenance, and system design. 8387(b)(2)(B): Objectives of the Wildfire Mitigation Plan Chapter 2 B of the CPAU WMP comprehensively describes the CPAU’s two objectives. 8387(b)(2)(C): Prevention Strategies and Programs Chapter 4 in the CPAU WMP describes the utility’s wildfire prevention strategies. The chapter is a combination of risk-drivers and mitigation strategies. The WMP describes the risk driver and then the strategy used to address the risk. 8387(b)(2)(D): Metrics and Assumptions for Measuring WMP Performance Chapter 5 section B describes the metrics the CPAU uses to evaluate the effectiveness of their WMP. Five metrics are described: three performance metrics and two outcome metrics. 8387(b)(2)(E): Impact of Previous Metrics on WMP Chapter 5 section C of the CPAU WMP describes the metrics used on previous versions of the WMP including the data collected by the utility since 2020. 8387(b)(2)(F): Reclosing Protocols Chapter 4 section C in the CPAU’s WMP describes the utility’s reclosing protocols specifically that there is only one recloser on lines within their High Fire Threat District and that these reclosers are disabled specifically to reduce the risk of a wildfire ignition. 8387(b)(2)(G): De-energization Notification Procedures De-energization is described in Chapter 4 section C and Chapter 3 section C. Chapter 4 describes the conditions under which de-energization would be considered and who the CPAU would coordinate with to make the decision to de-energization. Chapter 3 describes who at the CPAU is responsible for notifying customers of a de-energization event and how the CPAU contacts customers who will be impacted and a general message. Since the CPAU is dependent on PG&E for power, the CPAU is at risk of shut down Item #3     Packet Pg. 62     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 5 MAY 2023 initiated by PG&E. CPAU uses the same procedures for notifications regardless of whether the de- energization is initiated internally or externally. 8387(b)(2)(H): Vegetation Management Chapter 4 section B of the CPAU WMP comprehensively describes in detail the utility’s vegetation management program including their clearance standards for surface and aerial vegetation, and the techniques the CPAU uses to perform vegetation management. 8387(b)(2)(I): Inspections The WMP does not have a specific section that describes the inspection practices the utility uses. Instead, the WMP contains several statements mainly in Chapter 4 that describe where and when the CPAU performs vegetation and equipment inspections. 8387(b)(2)(J)(i): Risks and Risk Drivers Associated with Design and Construction Standards Chapter 4 in the CPAU WMP describes risks and risk drivers present in the CPAU’s service territory. In the introduction for the chapter the CPAU clearly states that they have determined vegetation to be primary risk driver of wildfire in their service territory. Section C contains a brief description of risk drivers associated with design and construction standards. 8387(b)(2)(J)(ii): Risks and Risk Drivers Associated with Topographic and Climatological Risk Factors Chapter 4 in the CPAU WMP describes risks and risk drivers present in the CPAU’s service territory. In the introduction for the chapter the CPAU clearly states that they have determined vegetation to be primary risk driver of wildfire in their service territory. Section A & B in this chapter provide a more detailed discussion of climatological and topographical risk drivers. 8387(b (2)) (K): Geographical Area of Higher Wildfire Threat There is statement in Chapter 2 section B regarding the current extent of the High Fire Threat District in the CPAU and the utility’s recommendation to maintain the current extent. 8387(b)(2)(L): Enterprise-wide Safety Risks The WMP describes that the CPAU uses a risk assessment process that has been developed and is implemented by the City’s Office of Emergency Services (OES). The OES, in collaboration with City Departments has created several risk assessments and risk management plans that are relevant to the electrical operations of the CPAU and address wildfire and safety related risks (Threat and Hazard Identification and Risk Assessment Report, Local Hazard Mitigation Plan, etc.). 8387(b)(2)(M): Restoration of Service Chapter 4 section C describes the CPAU’s power restoration process after a wildfire or de-energization event. A full description of their restoration policy is in Appendix B of the WMP. Item #3     Packet Pg. 63     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 6 MAY 2023 8387(b)(2)(N)(i): Monitoring and Auditing WMP Implementation, 8387(b)(2)(N)(ii): Identifying and correcting WMP deficiencies, 8387(b)(2)(N)(iii): Monitoring and Auditing the effectiveness of inspections. Chapter 5 section of the CPAU WMP provides a brief description of how the utility monitors and audits the implementation of the strategies described in Chapter 4. Chapter 4 also contains statements on how the CPAU uses inspection results to identify issues and improve their electrical system. 4 Wildfire Safety Advisory Board Guidance Advisory Opinions In November 2022 the WSAB published a report (California Wildfire Safety Advisory Board Guidance Advisory Opinion for the 2023 Wildfire Mitigation Plans of Electric Publicly Owned Utilities and Rural Electrical Cooperatives) with a description of general recommendations for improving the Wildfire Mitigation Plans for publicly owned utilities and rural electrical cooperatives (POUs). In addition, the report provided specific recommendations for each utility that submitted a WMP for review by the board. Dudek reviewed the WSAB’s report, and the section below contains a summary of each recommendation the WSAB had for the CPAU’s 2022 WMP and whether the 2023 WMP has addressed the WSAB’s recommendation. It should be noted that the materials published by the WSAB and the recommendations within are for ‘guidance’ and not statutory requirements. 1. The WSAB likes the added detail about WMP adoption, with plans being presented to the Advisory Committee. For the 2023 comprehensive revision WMP, these practices should remain, per the proposed new WSAB WMP template. The CPAU WMP includes the WMP adoption policy in Chapter 1 section C of the plan. 2. The WSAB greatly appreciates Palo Alto’s additional descriptions of city climate change actions, and encourages continued attention to this crucial issue, including revisited consideration of drone technology or explaining in more detail why it is inappropriate in this case. The 2023 CPAU WMP does not include any statements about the implementation of a UAV or drone aerial inspection program. The CPAU does not have long stretches of poles where drone technology would be effective. CPAU will continue to perform visual inspections of the 11 miles of aboveground wires. This number will decrease as progress is made underground wires in the High Fire Threat District. 3. The WSAB appreciates and commends Palo Alto’s detailed PSPS policies, including the new PSPS customer communication policy (found in Appendices F and G). In addition, the WSAB welcomes the consideration of backup generation to potentially limit the customer impact of PSPS and other outages in the area. The CPAU WMP does not include any discussion of backup generators. Based on the information in the plan and discussions with CPAU staff, it is the opinion of the Independent Evaluator that this is because the CPAU has correctly identified the wildfire risk and risk drivers in their service territory and have determined that the wildfire mitigation efforts are best directed at reducing wildfire risk in the high fire threat district. Item #3     Packet Pg. 64     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 7 MAY 2023 4. The WSAB looks forward, as promised in the 2022 Palo Alto WMP, to the consideration of new metrics (including performance metrics) in the 2023 comprehensive revision WMP, and thanks Palo Alto for including information in the current WMP about metric tracking results (0 fire ignitions) The 2023 CPAU WMP contains 5 metrics. These metrics better describe the risk drivers present in the CPAU service territory and the effectiveness of the WMP wildfire prevention strategies. 5 CPAU 2022 Progress in implementing WMP Wildfire Prevention Strategies The CPAU’s 2022 accomplishments for the wildfire prevention strategies described in their WMP were provided by CPAU staff. The CPAU accomplished the following: Vegetation Management For the entire Service Territory: • 4,689 trees trimmed away from primary and secondary lines. • 99 electrical services cleared. • 31 poles cleared of both brush and encroaching trees. • 11 whole tree removals for Right Tree, Right Place program • 50 trees trimmed away from streetlights/traffic signals. In the High Fire Threat District • 124 Trees trimmed away from primary and secondary lines. • 15 poles cleared of both brush and encroaching trees. • 7,000 square feet of access trail cleared of brush. Inspections • Completed Inspections in High Fire Threat District in September 2022. • 11 miles of aboveground wires in the High Fire Threat District • 202 Poles in High Fire Threat district • 167 Underground locations (transformers, vaults, load cabinets.) Item #3     Packet Pg. 65     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 8 MAY 2023 Operational Practices • An inspection audit was completed by Operations Department, Compliance Team in Fall 2022. System Hardening • 84 poles and 340 crossarms have been replaced since July 1st, 2022 (the majority of these are NOT in the foothills area; we are not able to easily separate this data but will start working on that for next year). • A total of ~12000ft of substructure install and underground wire pull in the Foothills will be completed by July 1st, 2023. ~50 poles will be de-energized, and pole removal process will begin next. 6 WMP Metric Overview Metrics help POUs determine if their wildfire prevention strategies are effective for reducing the risk of a wildfire ignited by their electrical equipment. In 2020 the California Municipal Utilities Association published a Wildfire Mitigation Plan template for POUs to use in the preparation of their WMPs. This template included two metrics: number of fire ignition events and wires down events. These two metrics are general in nature and do not provide the POU a lot of information about the effectiveness of their wildfire prevention strategies. As POUs have gained more experience with their WMPs they have either adopted new metrics or added supplemental data such as location, cause, and whether the event occurred in a HFTD that increases the usefulness of these two metrics. The CPAU used the two initial metrics plus one additional metric, outages on overhead lines in the High Fire Threat District in the previous versions of their WMP. The 2023 WMP incorporates three new metrics. The WMP’s five metrics are organized into two categories: performance metrics and outcome metrics. Performance metrics includes vegetation management accomplishments, infrastructure maintenance, and system hardening project status. The outcomes metrics include outages on overhead lines in high fire threat district, new wildfire ignitions and wires down. The CPAU supplements the data collected for these metrics by including whether metric happened in or outside of the High Fire Threat District. The CPAU has not begun collecting data for the new metrics yet. A summary data for the previous metrics is included in the WMP and detailed data shown on Table 1, 2, and 3 below is based on conversations with CPAU staff. Table 1: Metric 1-Outages to the overhead lines in the high fire threat area Date Fire Threat Zone Line Voltage Cause 3/11/2022 Tier 2 12,470V Car hit pole 3/9/2023 Tier 2 12,470V Branch on line Table 2: Metric 2-Fire Ignitions Date Fire Threat Zone Line Voltage Cause n/a Tier 2 - - No fires Reported Item #3     Packet Pg. 66     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 9 MAY 2023 Table 3: Metric 3-Wires Down Date Fire Threat Zone Line Voltage Cause n/a Tier 2 - No wires down Reported These three metrics with the supplemental data are useful for informing the CPAU about the effectiveness of their wildfire prevention strategies and if the utility is making progress reducing the risk of a wildfire being started by their electrical equipment. As the CPAU collects data of its new metrics there is the potential that this new data will provide CPAU staff with a more accurate assessment of the effectiveness of their WMP and provide some direction where they can place their wildfire prevention efforts. 7 Comparison of Industry Standards and Similar Utility Wildfire Prevention Strategies As part of our review of the CPAU’s 2023 wildfire mitigation plan, Dudek compared the wildfire prevention strategies described in the plan to the strategies being implemented by POU’s that are like the CPAU in terms of service territory size, customer class, owned assets, and wildfire risk. The City of Palo Alto is only the city of its immediate neighbors that has its own public electrical utility. There is only one other POU in the bay area, Silicon Valley Power (SVP), but is significantly different from CPAU (larger customer base, remote assets, no WUI in the city limits, etc.). For this independent evaluator’s report Azusa Light and Water (ALW) and the Banning Electric Utility (BEU) were selected to compare the CPAU’s wildfire prevention strategies to. Th e CPAU, the ALW and BEU have similar assets including customers and customer population, and all three have a service territory that consists of two sharply distinct areas; a densely urban area and sparsely developed wildland urban interface. Additionally, all three utilities are using undergrounding as their principal means to reduce wildfire risk in their high fire threat district. The BEU and ALW differ from the CPAU in that both of their service territories have experienced several large wildfires where the CPAU has not. Vegetation Management All three utilities implement vegetation management programs that meet GO 95 requirements. The CPAU and BEU vegetation management programs include the management of surface vegetation around and beneath electrical equipment with the specific goal of preventing the rapid spread of a new wildfire ignition. Azusa Light and Water does not have a surface vegetation management program for its assets in the high fire threat district. All three utilities rely on manual treatment techniques (e.g., crews with hand tools or powered equipment) to complete the vegetation treatment work. For all three utilities vegetation contact with wires is identified as a significant wildfire risk driver in the aboveground portions of the system and their vegetation management programs direct most of their efforts towards tree trimming and the removal of dead trees that could strike their wires. The CPAU is unique in that their lines run through large open space areas and their vegetation mana gement program incorporates treatment of the surface vegetation (mowing, dead brush removal, etc.) along roadways in the the power line right-of-way. Item #3     Packet Pg. 67     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 10 MAY 2023 System Hardening Undergrounding All three utilities utilize undergrounding as one of their primary system upgrade strategies to reduce wildfire risk in their high fire threat districts. The CPAU completed approximately 7500 ft and the BEU completed approximately 2800 ft of undergrounding. Azusa Light and Water has %100 undergrounding in their high fire thre at district. Undergrounding is considered an industry standard for reducing the risk of wildfire from electrical equipment and many POUs have some policy towards its use. The CPAU has a wildfire prevention strategy that incorporates undergrounding and is making progress in utilizing this strategy. Equipment Upgrades The CPAU and BEU ongoing upgrade programs that are designed to reduce the risk of outage, equipment failure, and new wildfire ignitions. These include: • Installing animal deterrents such as raptor framing and squirrel guards. • Replacing wooden pole crossarms with non-combustible fiberglass cross arms Azusa Light and Power has no above ground wires in the high fire threat district and does not utilize any of these strategies. Pole inspection and hardening The CPAU and BEU both have a pole inspection programs that involve visual inspection and periodic intrusive testing of wooden utility poles. Both utilities have pole reinforcement programs that include hardening the pole against wildfire using protective wraps or applications of fire-retardant material. Recloser Policy All three utilities have recloser policies for circuits in their High Fire Threat Districts where the recloser is set to manual reclosing operations. Item #3     Packet Pg. 68     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 11 MAY 2023 8 Conclusion The City of Palo Alto Public Utilities Department has prepared a comprehensive Wildfire Mitigation Plan for 2023. The plan does meet the statutory requirements described in PUC 8387 (b)(2) for a publicly owned utility. The CPAU has also considered the recommendations of the Wildfire Safety Advisory Board and revised their WMP appropriately. The CPAU’s WMP with the provided appendices describes a wildfire mitigation program that accurately assesses the risks and risk drivers present in their service territory and implements preventative strategies with a focus on undergrounding lines in the HFTD that are effective at reducing the wildfire risk of these risks and risk drivers. Based on the wildfire prevention programs described in the WMP and the progress the CPAU has made in its wildfire prevention programs, the CPAU takes the risk of wildfire in its service territory seriously and is actively working to the reduce the risk that its equipment starts or aids in the spread of a wildfire. Sincerely, ________________________________ Jeremy Cawn Fire Protection Planner Item #3     Packet Pg. 69     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 12 MAY 2023 References California Public Utilities Commission. (2018, January 18). CPUC High Fire Threat District (HFTD). Retrieved from Fire-Threat Maps and Fire-Safety Rulemaking: https://capuc.maps.arcgis.com/apps/webappviewer/index.html?id=5bdb921d747a46929d9f00dbdb6d 0fa2 Carlson, A. H. (2022, March 31). Wildland-urban interface maps for the conterminous U.S. based on 125 million building locations. Retrieved from U.S. Geological Survey data release: https://doi.org/10.5066/P94BT6Q7 Wildfire Safety Advisory Board. (2022). Guidance Advisory Opinion of the 2023 Wildfire Mitigation PLans of Electric Publicly Owned Utilities and Rural Electrical Cooperatives. Sacramento: Office of Energy Infrastructure Safety. Item #3     Packet Pg. 70     Attachment A: CPAU WMP Independent Evaluator’s Report Summary Tables 2023 Palo Alto Utilities WMP IE Report Summary Tables CPUC Requirement Public Utility Code 8387(b)(2) Description of Required Element Initial Review Comment Final Review Comment A Staff Responsibilities Needs more information. Describe which staff member position oversees inspections, vegetation mgmt., training, community outreach, etc. Updated. Good. B General Objectives Good. Three objectives listed. Maybe expand the description of improving resilience. Good. C Program Descriptions Good. Appendix A contains a comprehensive description of mitigation actions being done by CPAU Good. D Evaluation Metrics Good. The 2023 WMP introduces five metrics in two categories: performance and outcome metrics. Three of the new metrics are the metrics from the 2022 WMP. Good. E Lessons learned, metrics application Good. Describes how the metric is relevant to the 2023 plan and provides data since the WMP was created. Good. F Protocols for reclosers, de- energization, and PSPS mitigation Good. Good. G Community Notification Good. Describe how PAU sends these messages". This procedure includes proactively distributing a specific recorded message to customers living in the Foothills area, and a more general but still targeted message to all customers. These messages are sent prior to deenergizing lines, to allow residents time to act, if necessary." Updated. Good. Item #3     Packet Pg. 71     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 2 MAY 2023 H Vegetation Management Needs more information. Describe where brush cutting and mowing are used and how much clearance around assets is being created. "Palo Alto utilizes a variety of vegetation treatment methods to reduce the risk of wildfire, including tree or branch removal, trimming, mowing, brush cutting, discing, and herbicide use." Updated. Good. I Infrastructure Inspections Good. Minimal. Good. I recommend combining all of the inspection related statements in the WMP into one section titled "Inspections" J(i) Grid Design, construction, and operation risks Needs more information. Describe the risk drivers, for example "CPAU has lines that run through open space areas with dense vegetation." This may be a 'common' issue amongst POUs but it's CPAU specific too. It's also called out in the city's risk assessment report. Updated. Good. J(ii) Vegetation, topographic, and climate risks Good. Identifies tree/vegetation contacts as the primary risk driver in CPAU. Good. K Identification and expansion of higher wildfire threat areas Not included Updated. Good. In the middle of a paragraph in Chapter 2 Section B. L Identify enterprise-wide risk Not included Updated. CPAU uses a City of Palo Alto developed risk assessment process developed by the City OES. M Restoration of Service Good. Good. N(i) Monitoring and auditing of WMPs Good. Good. N(ii) Identifying and correcting deficiencies Needs more information. Describe how CPAU reviews and updates your WMP. For example, the updated metrics. Updated. Good. N(iii) Monitoring asset inspections Good. Good. Item #3     Packet Pg. 72     TO: JIM PACHIKARA SUBJECT: CITY OF PALO ALTO UTILITIES WILDFIRE MITIGATION PLAN INDEPENDENT EVALUATOR’S REPORT 12108.09 3 MAY 2023 PAU Specific WSAB Recommendations WSAB 2023 POU WMP Guidance Advisory Opinion Description of the WSAB Recommendation Initial Review Comment Final Review Comment A3-42 The WSAB looks forward, as promised in the 2022 Palo Alto WMP, to the consideration of new metrics (including performance metrics) in the 2023 comprehensive revision WMP, Good. CPAU re-worked their WMP metrics into two categories with a total of 5 metrics. Good. Independent Evaluator's general WMP Comments Location Page Initial Review Comment Final Review Comment 1. Utility Overview and Context 1 Context Table-Prevailing Wind Direction and Speed. The link does not work. Please provide the text describing prevailing winds or fix the link. Corrected. 2. Plan Purpose and Objective 4 Based on past WSAB guidance documents, WSAB wants quick access to WMP information including attachments, I recommend including the relevant appendices. To avoid redundancy, we also do not include appendixes submitted in prior years, although we may refer to them. This is not to short shrift our efforts, but rather to acknowledge that both CPAU and the Board have limited resources to write and review Plans, the Board has already reviewed the appendixes and offered guidance, and recycling past information is not as helpful as providing new information. CPAU added relevant City documentation as appendices to the end of the document. Item #3     Packet Pg. 73     Utilities Wildfire Mitigation Plan Update June 7, 2023 Item #3     Packet Pg. 74     2 Background information •California legislation (Senate Bill 901) requires electric utilities to prepare a Wildfire Mitigation Plan and update it annually. •The Utilities’ Wildfire Mitigation Plan will be updated annually, presented in a publicly noticed meeting, and submitted to the California Wildfire Advisory Board by July 1st of each year. •Every 3 years publicly owned utilities will complete a comprehensive revision of the plan. 2023 is Utilities’ first revision. Item #3     Packet Pg. 75     3 Utilities Wildfire Mitigation Plan Update ▪Objective Complete a comprehensive revision of the Wildfire Mitigation Plan. ▪Collaboration Prepared with assistance and input from Fire, Urban Forestry, Open Space, Office of Emergency Services. ▪Evaluation Staff contracted with an outside consultant to perform a independent and comprehensive evaluation of the plan. Item #3     Packet Pg. 76     4 Utilities Wildfire Mitigation Plan Updates 1.Rebuild of overhead lines in the Foothills •Staff installed 2.38 miles of substructure (conduit and boxes) of the 11 miles of overhead lines. •The removal of approximately 70 poles will now be scheduled and the installation of substructure for Phases 3 and 4 will begin summer 2023. •The anticipated target completion for the project is summer 2025. 2.Independent Evaluation •CPAU contracted with Dudek to perform a comprehensive evolution of this Plan. The final evaluation report is included here as Attachment B. •In summary, the Utilities Wildfire Plan fulfills the requirements of a plan and meets the statutory requirements described in PUC 8387 (b)(2) for a publicly owned utility. Item #3     Packet Pg. 77     5 Discussion End of Presentation Questions? Item #3     Packet Pg. 78     6 Extra Slides Supporting Information Item #3     Packet Pg. 79     7 Activities Activity Description Status Projected completion date Utilizing fiberglass Some poles will remain in our high fire threat area once lines are all underground. We will use new fiberglass crossarms when replacement is needed to enhance resiliency. CPAU engineering staff finalized the design and specifications for fiberglass crossarms and ordered the necessary materials. Shipping constraints delayed shipment; materials were received in the Spring of 2023. 2024 Fiber optic extension Concurrently with the above project, we will design and install new fiber optic cable to enhance the communications capability in our high fire threat area. Segments of underground communication conduit are being installed along with the electric substructure work, phase by phase. Two phases are complete with two more in development. Summer 2025 Emergency generators Installing emergency backup generators at the water pumping stations and wastewater lift station in our high fire threat area. Staff is working on the requirements for each site. Staffing shortages have delayed this project. 2024/2025 Item #3     Packet Pg. 80     Activity Description Status Projected completion date Wood pole inspection To ensure proper infrastructure maintenance, this project involves inspecting, testing, treating, and reinforcing 700 wood utility poles through our territory. This is a regular, reoccurring project. June 2023 SCADA switch to facilitate deenergization To facilitate the ability to quickly shut off power on the line serving our high fire threat area, CPAU staff will install a remotely operable switch, providing Electric Dispatch Operators at our Utility Control Center the capability to deenergize the line immediately. We have selected the location of the remote switch and will install it while completing the above-mentioned undergrounding project Early 2025 Outage Management System To provide enhanced customer communication during outages, CPAU is updating our Outage Management System. The upgrades will provide additional functionalities, including the ability to notify customers and mobilize resources in response to outages and emergencies, send updates by email, text, and social media outlets, and improve customer service. Implementation of the new System is underway. August 2023 8 Activities -continued Item #3     Packet Pg. 81     Item No. 4. Page 1 of 1 Utilities Advisory Commission Staff Report From: Dean Batchelor, Director Utilities Lead Department: Utilities Meeting Date: June 7, 2023 Staff Report: 2305-1507 TITLE Discussion and Presentation of the Update of the Grid Modernization ATTACHMENTS Attachment A: Presentation APPROVED By: Dean Batchelor, Director of Utilities Staff: Tomm Marshall Item #4     Packet Pg. 82     Electric Distribution Infrastructure Modernization Update June 07, 2023 www.cityofpaloalto.org Staff: Tomm Marshall Item #4     Packet Pg. 83     2 Electric Infrastructure Analysis Report •Peak Demand –6 kVA per home. •Capacity increases –Distribution transformers and secondary conductors. •12 kV Circuit Ties •Substation Transformer Upgrades •Estimated Cost -$220 to $306 Million Item #4     Packet Pg. 84     3 Peak Load Mitigation •Technologies to reduce coincident loading are in development. •Need to do a cost analysis –upgrades vs. mitigation •As technologies are developed, upgrade plans can be adjusted to incorporate new technologies. Item #4     Packet Pg. 85     4 System Modernization Tasks •Convert Overhead System from 4kV to 12kV •Increase Overhead System Capacity •Convert Underground System from 4kV to 12 kV •Upgrade Underground System Capacity •Increase Substation System Capacity •Install Cost Effective Technologies to Reduce Peak Load and Improve Reliability Item #4     Packet Pg. 86     5 Task I -Trial Upgrade Project Converting 4 kV overhead circuits to 12 kV. Trial project currently in design/construction (Leland Manor Area) •Designed for 6 kVA per home. •Construction started in the spring of 2023. •Progress dependent upon transformer availability. Item #4     Packet Pg. 87     6 Task II –Upgrade Overhead Systems •Add capacity to the overhead system by upgrading transformers and secondary systems. •Upgrade to residential circuits. •Reduce barriers limiting electrification of homes. •Expected to start design and construction in late 2023. •Construction completion by end of 2027. Item #4     Packet Pg. 88     7 Task III–Upgrade Underground Systems •Add capacity to the underground system by upgrading transformers and secondary systems. •Difficult to upgrade due requirements for transformer locations and installation of new substructure. •Reduce barriers limiting electrification of homes. •Expected to start design and construction in late 2026. •Construction completion by end of 2030. Item #4     Packet Pg. 89     8 Task IV–Upgrade Substations and Circuits •Add capacity to Substations. •Install Circuit ties. •Design and construction in late 2027 •Construction completion by end of 2030. Item #4     Packet Pg. 90     5 Task V –Load Mitigation and Reliability •Complete Study on the Cost Effectiveness and Viability in 2023. •Design and Implement Reliability Projects. 2024-2032 •Implement Cost Effective and Viable Load Mitigation Projects. 2024- 2030 Item #4     Packet Pg. 91     9 Project Timeline Item #4     Packet Pg. 92     10 Funding •Project has been budgeted in the 5-year budget. •Submitted for a matching DOE Grid Resiliency and Innovation Partnership (GRIP) Grant. •Revenue bonds. Item #4     Packet Pg. 93     Item No. 5. Page 1 of 2 Utilities Advisory Commission Staff Report From: Dean Batchelor, Director Utilities Lead Department: Utilities Meeting Date: June 7, 2023 Staff Report: 2305-1408 TITLE Informational Report on the FY2021 Demand Side Management Report RECOMMENDATION The FY 2021 Demand Side Management Report presents the achievements of Demand Side Management (DSM) programs implemented by the City of Palo Alto Utilities (CPAU) during Fiscal Year (FY) 2021. This is for the Commission’s information and no action is required. EXECUTIVE SUMMARY The FY 2021 DSM Report summarizes the achievements of CPAU’s customer efficiency and sustainability programs. CPAU is committed to supporting environmental sustainability through conservation of electric, gas and water resources. Additionally, CPAU promotes distributed renewable generation, building electrification, and electric vehicles using incentives and educational programs. CPAU accomplishes these goals by delivering a wide range of customer programs and services as described in this report. FY 2021 was characterized by transition, as reflected in changes to some of the sections of this report. The section on “Electrification/Gas Efficiency Achievements” reflects that CPAU programs are now aligned with the City’s Sustainability/Climate Action Plan (S/CAP) goals of reducing natural gas use in the building sector; this is achieved through replacing gas equipment with high efficiency electric equipment as well as building envelope improvements, and behavioral, retro- commissioning and operational changes. A new section on “Transportation Electrification” covers progress in CPAU’s programs that support EV adoption. The report also includes a new section on “Resiliency”, which covers solar and battery installation within the city. Due to staffing constraints, the publication of this report has been delayed by a year. Staff anticipates that the FY 2022 DSM report will be published within the next 6 months. Item #5     Packet Pg. 94     Item No. 5. Page 2 of 2 STAKEHOLDER ENGAGEMENT CPAU’s program offerings are developed with input from community members, third party subject matter experts, and feedback provided from the UAC and Council. ENVIRONMENTAL REVIEW The Demand Side Management Report is not subject to review under the California Environmental Quality Act since the UAC’s receipt of this report will have no foreseeable direct or indirect physical change in the environment and therefore does not meet the definition of a Project under Public Resources Code 21065. ATTACHMENTS Attachment A: FY 2021 Demand Side Management Report APPROVED By: Dean Batchelor, Director of Utilities Staff: Christine Tam, Senior Resource Planner Item #5     Packet Pg. 95     Fiscal Year 2021 Demand Side Management Report 1 5 5 3 OVERVIEW: The City of Palo Alto Utilities (CPAU) is the only city-owned utility in California that operates its own utilities for electric, natural gas, water, fiber optic, storm drain, wastewater and refuse services. We have been providing quality services to the citizens and businesses of Palo Alto since 1896. MISSION: To provide safe, reliable, environmentally sustainable and cost-effective services. STRATEGIC DIRECTION: At CPAU, our people empower tomorrow’s ambitions while caring for today’s needs. We make this possible with our outstanding professional workforce, leading through collaboration and optimizing resources to ensure a sustainable and resilient Palo Alto. PRIORITIES: Workforce: We must create a vibrant and competitive environment that attracts, retains, and invests in a skilled and engaged workforce. Collaboration: We must collaborate with internal teams and external stakeholders to achieve our shared objectives of enhanced communication, coordination, education, and delivery of services. Technology: We must invest in and utilize technology to enhance the customer experience and maximize operational efficiency. Financial Efficiency and Resource Optimization: We must manage our finances optimally and use resources efficiently to meet our customers’ service priorities. Item #5     Packet Pg. 96     Fiscal Year 2020 Demand Side Management Report 1 5 5 3 TABLE OF CONTENTS EXECUTIVE SUMMARY ......................................................................................................................3 1 ELECTRIC EFFICIENCY ACHIEVEMENTS.......................................................................................5 2 ELECTRIFICATION/GAS EFFICIENCY ACHIEVEMENTS..................................................................9 3 WATER EFFICIENCY ACHIEVEMENTS ........................................................................................ 12 4 TRANSPORTATION ACHIEVEMENTS........................................................................................ 15 5 RESILIENCY……………………………………………………………………………………………………………..…………….19 APPENDIX A: PROGRAM DESCRIPTIONS ..........................................................................................23 APPENDIX B: FY 2021 ACHIEVEMENTS BY DSM PROGRAM ..............................................................27 APPENDIX C: HISTORICAL DSM PROGRAM EXPENDITURES ..............................................................30 APPENDIX D: CITY POLICIES/PLANS AND STATE MANDATES IMPACTING DSM PROGRAM GOALS AND IMPLEMENTATION..............................................................................................31 Item #5     Packet Pg. 97     3FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report EXECUTIVE SUMMARY This Demand Side Management (DSM) Report for Fiscal Year (FY) 2021 is a public document summarizing the achievements of CPAU’s customer efficiency and sustainability programs. CPAU is committed to supporting environmental sustainability through conservation of electric, gas and water resources. Additionally, CPAU promotes distributed renewable generation, building electrification, and electric vehicles using incentives and educational programs. CPAU accomplishes these goals by delivering a wide range of customer programs and services as described in this report and strives to do so while remaining in touch with customer needs. Fiscal Year 2021 was marked by shelter-in-place and work-from-home due to the Covid-19 pandemic, as well as wrapping up program contracts for large-commercial customers and an associated issuance of a Request for Proposals to establish new programs for these customers. In response to the pandemic, CPAU’s customer programs group developed a virtual version of its in-home efficiency and electrification readiness assessments, converted in-person educational events to online webinars and offered energy efficiency tips relevant to working from home. The year was also marked by wildfires, heatwaves and rolling power outages. In response to these conditions, staff developed a load shedding program with incentives to large customers for powering down during times of grid stress. The year was characterized by transition, as reflected in changes to some of the sections of this report. The section on “Electrification/Gas Efficiency Achievements” reflects that CPAU programs are now aligned with the City’s Sustainability/Climate Action Plan (S/CAP) goals of reducing natural gas use in the building sector; this is achieved through replacing gas equipment with high efficiency electric equipment as well as building envelope improvements, and behavioral, retro-commissioning and operational changes. A new section on “Transportation Electrification” covers progress in CPAU’s programs that support EV adoption. The report also includes a new section on “Resiliency”, which covers solar and battery installation within the city. ENERGY EFFICIENCY AND WATER CONSERVATION GOALS AND ACHIEVEMENTS CPAU offers incentives and education programs for customers to encourage energy and water efficiency – Table ES.1 summarizes FY 2021 efficiency goals and achievements. The energy and water efficiency savings achieved through the City’s energy reach code and green building ordinance are included. FY 2021 represents the sixth year of increased energy savings targets1 established since SB 350 was enacted with the aim to double the energy efficiency savings in electricity and natural gas in buildings by 2030. CPAU has previously adopted gas efficiency goals to reduce gas use; these goals ranged from 0.5% to 1.1% gas use reduction per year. These goals are no longer relevant and are superseded by the S/CAP goal for the building sector. For FY 2021, CPAU fell short of its electricity and water savings targets. There are many factors that contributed to the decline in energy savings and below-target efficiency achievements, including the suspension of many residential customer in-home 1 Electric goals: https://www.cityofpaloalto.org/civicax/filebank/documents/56087; Gas goals: https://www.cityofpaloalto.org/files/assets/public/agendas-minutes-reports/reports/city-manager-reports- cmrs/year-archive/2017/final-staff-report-id-7862_update-of-ten-year-gas-efficiency-goals.pdf Item #5     Packet Pg. 98     4FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report services as well as programs serving the Small Medium Business customer segment as a result of Covid- 19. In addition, there have been delays with launching Home Energy and Water reports due to a combination of vendor challenges and staffing constraints. Table ES.1: Efficiency Goals versus Achievements Resource FY 2021 Savings Goals (% of load) FY 2021 Savings Achieved (% of load) FY 2021 Savings Achieved Electricity 0.80%0.46%3,744 MWh Gas NA 0.23%60,071 therms Water 0.91%0.39%18,451 CCF CPAU is committed by its own policies and State law to implementing all cost-effective energy and water efficiency measures (i.e. those that are less expensive than supply-side resources). Table ES.2 summarizes the cost of efficiency over the last three years compared to the projected cost of supply resources. The rolling 3-year average is a suitable metric to track the cost effectiveness of efficiency portfolios, as it accounts for yearly variations in program engagement and funding. The current 3-year average cost for each efficiency portfolio is well below the cost of supply resources, demonstrating the cost effectiveness of all efficiency portfolios. The gap between the portfolio-level cost of efficiency and the cost of supply resources exists even while the portfolio supports high-touch programs such as the Home Efficiency Genie, a customer service program that provides great educational value to Palo Alto residents but delivers only modest energy efficiency savings. The gap also leaves room for increasing customer incentives while maintaining overall portfolio cost effectiveness. Table ES.2: Actual Levelized Efficiency Costs versus Projected Supply Costs FY 2019 Efficiency FY 2020 Efficiency FY 2021 Efficiency 3-yr average Efficiency Future Supply Electric $/kWh $0.02 $0.06 $0.03 $0.04 $0.11 Gas*$/therm $0.56 $0.45 $0.51 $0.51 $0.90 Water $/CCF $0.26 $2.67 $2.73 $1.89 $6.24 *Note: Gas efficiency cost excludes electrification program expenditures CPAU supports a variety of programs designed to promote sustainability and reduce carbon emissions in Palo Alto. In addition, CPAU works closely with Planning and Development Services (PDS) to adopt local Green Building regulations and Energy Reach Code to further reduce resource usage and carbon emissions in the new construction or remodeling of residential and nonresidential buildings. Over the past several years, CPAU has claimed energy and water savings achieved through the City’s Energy Reach Code and Green Building Ordinance (jointly referenced as “Reach Codes”). Item #5     Packet Pg. 99     5FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report 1 ELECTRIC EFFICIENCY ACHIEVEMENTS 1.1 Electric Efficiency Savings versus Goals City Council approved CPAU’s first Ten-Year Energy Efficiency Portfolio Plan in April 2007, which included a 10-year cumulative savings target of 3.5% of the forecasted energy use. As mandated by California law, the electric efficiency targets have been periodically updated, with the most recent 10-year cumulative savings goal set at 5.7% between 2018 and 2027. Statewide building standards and appliance standards have become increasingly stringent, which shrinks the efficiency savings potential that CPAU can pursue through customer incentive programs and local energy reach codes. With stricter codes and standards, higher efficiency goals and over 30 years of running efficiency programs in Palo Alto (which has captured many of the easier opportunities, such as lighting retrofits), staff needs to continue to innovate to maintain and increase efficiency savings. CPAU’s electric efficiency savings goals and achievements as a percentage of the City’s electricity usage are shown in Table 1 below and cumulative net savings are shown in Figure 1. In FY 2021, on a net efficiency savings basis, CPAU delivered electric efficiency savings of 0.46% of its total electricity sales through its customer efficiency programs. Table 1: Electric Savings versus Goals2 Year Annual Savings Goal (% of load) Savings Achieved (% of load) Savings Achieved (MWh)Goal Source FY 2008 0.25%0.44%4,399 FY 2009 0.28%0.46%4,668 FY 2010 0.31%0.53%5,270 2007 FY 2011 0.60%0.58%5,497 FY 2012 0.65%1.31%12,302 FY 2013 0.70%0.85%8,074 2010 FY 2014 0.60%0.86%8,218 FY 2015 0.60%0.65%6,063 FY 2016 0.60%0.59%5,548 FY 2017 0.60%0.65%5,986 2012 FY 2018 0.75%0.85%7,640 FY 2019 0.75%0.86%7,633 FY 2020 0.80%0.27%2,305 FY 2021 0.80%0.46%3,744 2017 2 The reported Achieved Electric Savings are net efficiency savings; efficiency savings from free-riders, i.e. participants who would have pursued efficiency projects in the absence of EE incentives, are excluded. For FY 2018 through FY 2021, a net-to- gross ratio of 0.85 is assumed for the achieved EE savings. Item #5     Packet Pg. 100     6FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Figure 1: Cumulative Net Electric Efficiency Savings ending FY 2021 While the 0.46% achieved savings fell short of the 0.80% goal, achieved kWh savings increased compared to FY 2020 because a number of large commercial efficiency projects whose progress slowed or halted at the end of FY 2020 due to the Covid-19 pandemic were completed in FY 2021. The decline in savings in FY 2021 compared to years prior to the pandemic is attributed to a number of factors, including lower savings from the commercial and industrial program, lower savings associated with the City’s energy reach code due to increasing statewide building energy efficiency standards, delayed launch of the Small Medium Business program and residential Home Energy reports, and significant portfolio-wide impacts resulting from local shelter in place orders brought on by the pandemic. The shelter-in-place orders stopped on-site work in nearly all program areas for all of FY 2021, with the exception of work on large commercial- sector projects that recommenced at the end of FY 2021. These combined factors led to significantly fewer projects, fewer implemented energy efficiency measures, and less overall energy savings in FY 2021 than CPAU has achieved historically. 1.2 FY 2021 Electric Efficiency Savings by End Use and Customer Segment In FY 2021, non-residential customers account for approximately 80% of CPAU’s electric sales, and non-residential efficiency program savings represent about 98% of CPAU’s total electric efficiency savings, as shown in Figure 2. Non-residential HVAC and non-residential lighting accounted for approximately 85% of the total electric portfolio savings. To achieve additional savings and to better serve the small and medium business (SMB) customer sector, the City launched the Business Advantage Program in March 2021, providing HVAC control Item #5     Packet Pg. 101     7FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report systems at no cost to support small and medium businesses that had been adversely impacted by the pandemic. The program provides businesses with a free Energy Management System, a cloud-based energy management portal, and free MERV-13 air filters to improve indoor air quality. Figure 2: Composition of Net Electric Efficiency Savings in FY 2021 Electric savings in the residential customer sector account for only 7% of total electric savings. This small contribution is in contrast to earlier years (FY 2012 through FY 2015) when CPAU ran a residential Home Energy Report (HER) program. Paper reports were mailed to customers showing their electricity consumption relative to customer in similar homes, resulting in customers changing their behavior to reduce their electricity consumption and perform more favorably. This behavioral savings program resulted in a 1 to 2% reduction in electricity consumption by program participants and accounted for 22% of electric savings by FY 2015 (as reported in the FY 2015 DSM Report. The program was discontinued in FY 2015 because the algorithm used to generate the HERs was unable to account for beneficial electricity consumption (such as that from charging electric vehicles) as well as residential solar electricity generation. Persistent savings were claimed for five years following the program’s end, with claimed savings dropping by 20% per year as dictated by studies that measure reductions in electricity consumption from behavioral programs. FY 2020 was the first year with no HER savings claimed. The City of Palo Alto’s Energy Reach Code is a local requirement for new construction projects to exceed the state’s building energy efficiency standards (Title 24). Effective April 1, 2020, Palo Alto requires all low-rise residential new construction projects to be all-electric; commercial new construction projects can be proposed as all-electric design with no additional efficiency requirements above Title 24 standards, or if proposed as mixed-fuel design, the project must Item #5     Packet Pg. 102     8FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report exceed Title 24 standards by a margin of 5% to 12% depending on the building type. The adoption of this latest set of Energy Reach Code is consistent with the City’s greenhouse gas (GHG) reduction goals. In FY 2021, the Energy Reach Code accounted for 13% of the total electric efficiency savings. Figure 3 shows the historical annual electric efficiency savings and annual electric efficiency program expenditures. Figure 3: FY 2008 to FY 2021 Electric Efficiency Savings and Expenditures Item #5     Packet Pg. 103     9FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report 2 ELECTRIFICATION/GAS EFFICIENCY ACHIEVEMENTS 2.1 Gas Use Reduction Goals In April 2016, Palo Alto City Council adopted the ambitious goal of reducing the community’s GHG emissions to 80% below 1990 levels by 2030 (“80x30”) for the city’s Sustainability and Climate Action Plan (S/CAP). To achieve this goal, the City is committed to reducing direct emissions from natural gas use through building electrification. As of 2020, natural gas use in buildings (including fugitive emissions) accounts for 36% of the city’s greenhouse gas emissions. Under the 2021 Draft S/CAP Plan, the building sector will need to reduce GHG emissions from the direct the direct use of natural gas in Palo Alto’s building sector by at least 60% below 1990 levels by 2030 (or 50% below 2018 levels). This will be achieved by: a. Electrifying most single-family appliances b. Electrifying most non-residential rooftop packaged HVAC units c. Reducing gas use in major facilities by at least 20% d. Seeking additional opportunities for commercial and multi-family electrification CPAU has previously adopted gas efficiency goals to reduce gas use; these goals ranged from 0.5% to 1.1% gas use reduction per year. These goals are no longer relevant as they are superseded by the S/CAP goal for the building sector. Rather than continuing gas efficiency rebates and services to support the installation of new gas equipment that would remain in place for the next decade or longer, CPAU has for the most part ended these types of rebate offerings and will instead begin offering technical assistance and rebates to help customers with the electrification of gas equipment. Building envelope improvements will remain a priority for energy efficiency program services. Going forward, staff will report on the gas use reductions achieved through customer programs as part of the Annual DSM Report, rather than reporting on gas efficiency achievements. In addition to customer programs, additional gas use reductions are achieved through the City’s Energy Reach Code which mandates all-electric low-rise residential new construction projects and electrification-readiness for mixed-fuel nonresidential new construction projects beginning in January 2020. However, gas use reductions achieved through the City’s Reach Codes will not be included in the DSM report in the future as the City moves towards mandating new construction projects to be all-electric. 2.2 FY 2021 Gas Use Reductions by Customer Segment In FY 2021, total gas use reduction attributed to customer programs is around 54,000 therms; this is equivalent to avoiding 285 MT of GHG emissions each year. Figure 5 shows the breakdown of gas savings in FY 2021 by end use. Item #5     Packet Pg. 104     10FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Figure 5: Composition of Natural Gas Use Reduction in FY 2021 Non-residential customers account for 51% of CPAU’s gas sales, and, as shown in Figure 5, in FY 2021 non-residential gas efficiency savings represented 90% of CPAU’s total gas savings, primarily from retro- commissioning and upgrade of equipment such as boilers. During FY 2021 staff continued to administer the Heat Pump Water Heater Rebate program to incentivize residential customers to replace their gas water heater with heat pump alternatives. The program continues to have relatively low participation, with roughly 20 to 25 rebates paid to customers each year, and contributed 4% of the total gas savings in FY 2021. 2.3 Building Electrification Program Expenditures Figure 6 compares historical annual expenditures on gas reduction programs. Prior to FY 2021, expenditures covered only gas efficiency programs. Building electrification program expenditures are added beginning in FY 2021. Item #5     Packet Pg. 105     11FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Figure 6: FY 2008 to FY 2021 Gas Efficiency and Building Electrification Expenditures Expenditures for building electrification (BE) activities have to date been funded using Electric Public Benefits Research and Development (R&D) funds. In FY 2021, total BE expenditure was around $100,000; this covers HPWH rebates, marketing and outreach activities, and a pilot project at a multifamily site to convert gas furnaces to heat pump systems. Item #5     Packet Pg. 106     12FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report 3 WATER EFFICIENCY ACHIEVEMENTS 3.1 Water Efficiency Savings versus Goals Table 3: Water Savings Year Savings Achieved (CCF) Savings Achieved (% of load) FY 2008 39,323 0.72% FY 2009 52,983 0.98% FY 2010 68,948 1.35% FY 2011 23,409 0.47% FY 2012 55,067 1.09% FY 2013 26,513 0.53% FY 2014 32,324 0.64% FY 2015 68,209 1.54% FY 2016 74,484 1.96% FY 2017 57,154 1.40% FY 2018 21,548 0.47% FY 2019 134,242 3.04% FY 2020 21,144 0.45% FY 2021 18,451 0.39% The City partners with the Santa Clara Valley Water District (Valley Water) to provide water conservation programs. Valley Water administers the programs for Palo Alto customers, and CPAU markets and promotes the programs. Water efficiency goals are in transition as old legislation is being replaced by new legislation and state regulations. The Water Conservation Bill of 2009 (SBx7-7) was enacted in November 2009. It required water suppliers to reduce the statewide average per capita daily water consumption by 20% by December 31, 2020. The City Council, through Resolution 9174, adopted a compliance methodology based on one of the allowable options, and, as reported in the City’s 2020 Urban Water Management Plan, the City met the target (180.3 GPCD) by more than 20% (141.7 GPCD). Water conservation efforts by Palo Alto and Valley Water contributed to achieving the SBx7-7 target. However, drought conditions and the resulting state mandates had a profound impact on water use behaviors which caused a systemic change in water demand across California, in effect rendering the targets meaningless by 2020. The State Water Resources Control Board (SWRCB) is in the process of developing urban water use objectives with water use targets for (1) residential indoor per capita water use, (2) residential outdoor water use, and (3) outdoor irrigation with dedicated irrigation meters. Palo Item #5     Packet Pg. 107     13FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Alto’s 2021 S/CAP draft goals and key actions include: exceed the forthcoming Making Conservation a California Way of Life indoor and outdoor water use targets by 5%. Once the urban use objectives are established by the SWRCB, the goal may or may not be revised, and new water efficiency program goals will be determined. 3.2 FY 2020 Water Efficiency Savings by End Use and Customer Segment In FY 2021, Palo Alto achieved 18,451 CCF in water efficiency savings. The Green Building Ordinance accounted for nearly 62% of all water savings with the remaining majority, 38% coming from residential water rebate programs administered by Valley Water (see Figure 7). The bulk of these residential savings are a result of landscape conversion projects. The Residential Energy Assistance Program (REAP) and the MultiFamily Plus and Home Efficiency Genie programs also typically contribute small amounts of water savings from faucet and shower aerator measures installed directly in residents’ homes. However, in FY 2021 all in-home visits were paused; thus, no water savings from these programs were realized. To increase water savings by commercial customers, staff is exploring ways to leverage WaterFluence, which provides data to assist commercial customers with irrigating their landscapes efficiently. Figure 7: Composition of Water Efficiency Savings in FY 2021 Item #5     Packet Pg. 108     14FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Figure 8 compares the historical annual water efficiency savings and annual water DSM expenditures. Figure 8: FY 2008 to FY 2021 Water Efficiency Savings and Expenditures 3 3 Water savings increased substantially in FY2019 as a result of one large commercial retrofit project that implemented many water savings measures as a result of the green building ordinance. Item #5     Packet Pg. 109     15FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report 4 TRANSPORTATION ELECTRIFICATION ACHIEVEMENTS 4.1 Transportation Electrification Goals Powering transportation through Electric Vehicles (EVs) as opposed to fossil fuel powered vehicles can significantly reduce GHG emissions and climate pollution. As of 2020, the transportation sector accounts for 65% of the city’s greenhouse gas emissions. A key priority under the City’s S/CAP is to increase the number of EVs registered in Palo Alto, and ensure adequate EV charging infrastructure throughout the City to support mass EV adoption, with equitable access for multifamily and lower income residents, as well as workplaces, public parking lots and retail areas. Correspondingly, cross-departmental work is progressing on proposals for curbside charging, fleet electrification and permit streamlining. Under the 2021 Draft S/CAP Plan, the transportation sector will need to reduce GHG emissions by at least 65% below 1990 levels by 2030. This will be achieved by: a.Increasing EVs registered in Palo Alto from 4,500 (2019) to 28,000 (44% of vehicles) b.Develop a public and private charging network to support these levels of EV penetration 4.2 Programs and Achievements With internal and external stakeholder input, CPAU’s programs are focused on building out EV charging infrastructure for commuters, residents and visitors, with a focus on multifamily (MF) households and lower income populations. EV Charger Rebate Program: Goal: Incentivize the installation of EV chargers at nonprofits and MF properties. CPAU currently offers up to $8000 per port for up to 10 ports. Since the launch of the program in 2017, UTL has facilitated the installations of 92 new EV charging ports/connectors at 13 sites. Each project has averaged 12 months to complete and the average cost of each port is $10,000. Item #5     Packet Pg. 110     16FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Figure 9: Ports Installed Through the EV Charger Rebate Program EV Technical Assistance Program (EVTAP) Goal: Facilitate the installation of 180-360 ports @ 60-90 sites by 2024 This end-to-end EV charging consulting program launched in fall of 2019, offering technical assistance for the installation of EV chargers at MF properties, non-profits and small to medium businesses (SMB). The program involves a series of site visits, technical evaluations, project designs, engineering reviews, review of contractor bids, building permit submittal support, application for incentives and project management of the installation. Projects are expected to take up to 2 years or more to reach completion. COVID19 slowed things down as customers faced economic uncertainties and on-site visits were halted, but by the end of FY2021 interest began picking up, boosted by a call campaign to the largest MF properties and SMB properties. Status at the end of FY2021: o 0 installations complete o 2 permit applications submitted o 26 sites enrolled and working through the program o Potential for 150 Level 2 ports and 10 Level 1 ports Transformer Upgrade Rebate Program Goal: Defray the cost of utility distribution system upgrades triggered by EVSE installations - costs that would otherwise be borne by the customers. CPAU offers up to $100,000 for multifamily & non-profit properties and up to $10,000 for single-family homes Status at the end of FY2021: 0 Installations complete Item #5     Packet Pg. 111     17FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report California Electric Vehicle Incentive Project (CALeVIP) Goal: Facilitate and incentivize the installation of EV chargers at commercial sites. Status at the end of FY2021: A total of $1.4M of funds were reserved by 6 site owners through CALeVIP, a commercial EV charging matching grant program sponsored by the California Energy Commission (CEC) with a total of $2 million in funding over two years. The sites include 2 hotels, 3 office sites and 1 Midtown retail parking lot and can potentially lead to 91 new Level 2 ports and 14 DC Fast Chargers. California Clean Fuel Rewards (CCFR) Goal: Incentivize the purchase of new EVs Status at the end of FY2021: 563 participants since program launch in November 2020 Since the launch of this statewide point-of-sale-rebate, Palo Alto residents have earned rebates valued at $800,000. This translates to 2% of Palo Alto households that have purchased an EV taking advantage of this program. To date, the most popular battery EV continues to be the Tesla Model Y and Model 3 and the most popular plug-in hybrid continues to be the Toyota Prius Prime. CPAU will continue to contribute funds to this program as directed by the California Air Resources Board (CARB). Curbside Charger Pilot Goal: Install 10 curbside EV charging ports to expand the types and locations of charging options. Staff hopes to learn from this 5-year pilot. Status at the end of FY2021: o 0 installations o 1 permit submitted o 4 interested households Education and Outreach Goal: Answer all questions residents may have about EVs and micromobility to help them transition to clean modes of transportation. Raising awareness about transportation electrification and alternative modes of transportation has been a top priority. Contract negotiations are in progress to offer a robust online and in-person calendar of EV education and outreach events. The goal is to offer monthly EV education classes including the City’s first e-Bike workshop, EV financial incentives clinics and one-on-one case management for income qualified customers. There are also plans to offer EV group buy discount opportunities Other Projects: Workplace Charging at SAP Goal: Install EV infrastructure to meet employee demand. At the beginning of 2019, SAP Palo Alto Item #5     Packet Pg. 112     18FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report had 23 ports to provide charging for 349 registered users. This created many difficulties for the employees who had to move their vehicles promptly when their sessions were completed to enable others to connect. After attending a CPAU presentation about workplace charging at a Facility Manager’s Meeting, SAP used the COVID lockdown as an opportunity to install more chargers. End of FY2021: o 135 ports installed in 2021 4.3 Funding and Expenditures: All CPAU EV programs are funded using income generated from Low Carbon Fuel Standard (LCFS) credits issued by the California Air Resources Board (CARB). These credits are received based on the number of EVs in CPAU territory and as producer of clean electricity. Income generated from LCFS proceeds must be used to accelerate transportation electrification. In FY2021, LCFS revenue totaled $1.7M and dollars spent was $1.15M of which $893,000 was transferred to the state-run point-of-sale CCFR EV rebate program and $150,000 was spent on rebates. At the end of FY2021, CPAU has cumulative LCFS revenues of $6.9M for future EV projects and programs. Figure 10: FY 2017 to FY 2021 LCFS Revenue vs. Expenditures Item #5     Packet Pg. 113     19FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report 5 RESILIENCY 5.1 Overview of Resiliency Solar-plus-storage systems generally consist of a solar array connected to a battery storage system. These systems allow solar energy to be deployed both day and night, making the electricity grid more resilient to changes in demand. Rooftop solar-plus-storage systems also provide resiliency by providing backup power during power outages or public safety power shutoff events4. CPAU offers a solar calculator tool to help residents evaluate the economics of purchasing a solar or solar-plus-storage system for their home. The City also participates in BayArea SunShares – a group-buy program that offers discounts and vetted contractors for installing rooftop solar and battery storage systems. In recent years, California’s electric grid has been strained by wildfires and heat waves. As a means of addressing potential rolling outages during these events, in FY 2021 CPAU began planning an Emergency Load Reduction Pilot Program that will offer commercial customers financial incentives to voluntarily reduce energy use – either through conservation measures or operating back-up generation – during grid emergency events when the California Independent System Operator (CAISO) requires CPAU to reduce load. The goal is to avoid rotating outages and minimize customer costs. Program launch is planned for FY 2022. 5.2 PV and Battery Storage System Installations in Palo Alto At the end of FY 2021, PV installations in Palo Alto totaled 1,254, with 1,160 residential, 88 non- residential, and 6 Clean Local Energy Accessible Now (CLEAN) projects5 installed since CPAU began supporting local solar PV installations in FY 2000. These customer-side generation systems represent 15.7 megawatts (MW) of generating capacity and are not included in CPAU’s Renewable Portfolio Standard (RPS) supply requirements. 4 During a power outage, a standard grid-tied rooftop solar system without battery system is required to disconnect from the grid and therefore will not provide electric power to the home. 5 CLEAN is a program that purchases electricity generation by renewable energy generation systems located in CPAU’s service territory. The program provides a Feed-in-Tariff rate of $0.0165/kWh for the first 3 MW of installed solar capacity. Item #5     Packet Pg. 114     20FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Figure 11: Photovoltaic (PV) Installations, Cumulative, up to June 2021 Figure 12: PV System Capacity (kW), Cumulative through June 2021 Item #5     Packet Pg. 115     21FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Palo Alto also continues to participate in the SunShares program, which is a group-buy residential solar and battery storage discount program serving the nine Bay Area counties. For CY 2020, Palo Alto ranked in first place among outreach partners for the number of SunShares signups (154 signups), number of contracts signed (32 contracts), number of kilowatts (kW) of solar capacity (178.92 kW), and number of kilowatt-hours (kWh) of storage capacity (211 kWh) that will be installed in Palo Alto through the program. Palo Alto’s committed solar and storage capacity represents 13% and 16% of the total SunShares program capacity, respectively. CPAU utilized SunShares as a launch-point from which to inform customers about programs such as the Home Efficiency Genie and heat pump water heater rebates. In CY 2020, eight SunShares participants continued with the Home Efficiency Genie’s in-home assessments and one participant applied for a Heat Pump Water Heater rebate. As of the end of FY 2021, there are a total of 35 battery storage installations with a total capacity of 362 kW, all of which were in the residential sector. Figure 13: Battery Storage System Installations, cumulative through June 2021 Item #5     Packet Pg. 116     22FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Figure 14: Battery Storage System Capacity (kW), cumulative through June 2021 Item #5     Packet Pg. 117     23FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report APPENDIX A: PROGRAM DESCRIPTIONS The programs offered by CPAU are designed to assist all customer groups achieve efficiency savings in electricity, natural gas and water in a cost-effective manner. Please see Appendix B for the savings totals associated with each program. RESIDENTIAL PROGRAMS -Home Efficiency Genie The Home Efficiency Genie (HEG) has become CPAU’s flagship residential program. Launched in June 2015, the program enables our residents to call the ‘Genie’ to get free utility bill reviews and phone consultations. For a fee, residents also have the option to receive an in-depth home efficiency assessment which includes air leakage testing, duct inspections, insulation analysis, energy modeling and a one-on-one review of assessment reports with an energy expert. This package is also followed up with guidance and support throughout home improvement projects. The HEG program has a high educational component for Palo Alto residents, which likely leads to additional savings that staff cannot track and include in this program’s savings totals. -MultiFamily Residence Plus+ Program This CPAU program focuses on multifamily buildings, especially below-market rate apartment complexes, providing free, direct installation of energy efficiency measures to multifamily residences with 4 or more units including hospices, care centers, rehab facilities and select small and medium commercial properties. -Residential Energy Assistance Program (REAP) REAP provides weatherization and equipment replacement services at no cost to low-income residents and those with certain medical conditions. This program has equal focus on efficiency and comfort, and therefore it is not included in the cost effectiveness calculation used in reporting. The program provides LED lighting, heating system upgrades, insulation for walls and roofs and weather-stripping for doors and windows. -Refrigerator Recycling Program The Refrigerator Recycling Program was launched in March 2019 in collaboration with City of Santa Clara and funded by the Bay Area Air Quality Management District. Recycling old refrigerators and freezers saves energy, helps curtail growing peak load demand, and prevents the release of greenhouse gases through proper disposal of refrigerants. This program came to a close at the end of December 2021 when the grant funding was depleted. Through the program, over 450 old refrigerators and freezers were collected in Palo Alto, and 2,475 metric tons of greenhouse gas emissions were avoided. -Do-It-Yourself Water-Wise Indoor Survey Palo Alto residents can request a free indoor water survey kit that can help conserve water and save money on utility bills. Residents also become educated on opportunities for conservation in their homes, and they can request free tools to improve efficiency. The program is offered in partnership with the Valley Water. Item #5     Packet Pg. 118     24FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report -Free Water-Wise Outdoor Survey Palo Alto residents can schedule a free outdoor survey with a trained irrigation professional. The trained specialist will provide an on-site evaluation of the resident’s irrigation system and provide recommended upgrades and repairs. The program is offered in partnership with the Valley Water. -Landscape Rebate Program (LRP) The Landscape Rebate Program provides rebates for various irrigation hardware upgrades, including rain sensors, high-efficiency nozzles, dedicated landscape meters, and weather-based irrigation controllers, as well as landscape conversion rebates that encourage residential and commercial customers to replace high-water-use landscaping with low-water-use landscaping. During FY 2016 residents were eligible to receive rebates of $3.00/square foot ($2.00 from Valley Water and $1.00 from CPAU). A new agreement with Valley Water was signed in early 2017, continuing our partnership in the LRP. Residents are now eligible to receive rebates of $2/square foot of replaced landscaping ($1.00 from Valley Water and $1.00 from CPAU). -Educational Programs and Workshops A variety of educational programs and workshops are held throughout the year. Typically, residential workshops on water and energy programs occur in the spring near Earth Day and in the “Summer Workshop Series.” Many workshops focus on water efficiency, landscaping, energy efficiency, solar, home comfort and green building. CPAU is also invited to table at various events throughout the year to educate residents about the various programs we offer. Customers also receive timely E-newsletters on a variety of efficiency matters. Item #5     Packet Pg. 119     25FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report BUSINESS PROGRAMS -Business Advantage Program The Business Advantage Program provides energy efficiency and economic relief to small and medium businesses impacted by COVID-19. Because heating and cooling accounts for up to 60% of a business’s energy bill, the BAP targets HVAC reductions by controlling use. The Business Advantage Program offers a free Energy Management System (EMS) with “smart” thermostat, controller, zone temperature sensors, cloud-based energy management portal, and air filter for indoor air quality improvements. Additionally, the Program also provides free Merv-13 air filters to participants and will enable customers to implement American Society of Heating, Refrigerating and Air-Conditioning Engineers (ASHRAE) recommended actions that improve indoor air quality through hourly air circulation. -Commercial Advantage Program Business customers are offered rebates for energy efficiency upgrades including lighting, motors, HVAC, and custom projects that target peak demand and energy reductions. -Commercial and Industrial Energy Efficiency Program (CIEEP) The Commercial and Industrial Energy Efficiency Program (CIEEP) offers free site assessment to identify cost effective energy efficiency opportunities, as well as technical assistance and efficiency rebates to key account customers to implement energy efficiency projects. Typical EE projects including lighting upgrades, lighting control including occupancy sensors, HVAC equipment upgrades, refrigeration system upgrades, etc. -Commercial and Industrial Water Efficiency Program CPAU partners with the Valley Water to provide non-residential customers with free landscape irrigation audits, and direct installation of high-efficiency toilets and urinals. Rebates are available for facility process improvements, landscape conversions, irrigation hardware upgrades and weather-based irrigation controllers. -Landscape Survey and Water Budget Program In collaboration with Valley Water, the City offers landscape irrigation surveys, water budgets and customized consumption reports for customers with large landscape sites through Waterfluence. Through a web portal, customers can access site-specific recommendations, verify water budget assumptions and request a free landscape field survey from an irrigation expert. This program has been in place since 2012 and to date there are 118 large landscape sites covered under this program. -PaloAltoGreen This program enabled residents and businesses to pay a small premium for 100% renewable energy. In June 2014, Council terminated PaloAltoGreen for residential customers since the City’s electric supplies are 100% carbon neutral. Commercial customers can still participate in this program by enrolling in the PaloAltoGreen 100% option or by purchasing blocks in 1,000 kWh increments. Participation enables commercial customers to be recognized under the U.S. EPA Green Power Leadership program or to earn Leadership in Energy and Environmental Design (LEED) Green Power credits. Item #5     Packet Pg. 120     26FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report -Palo Alto Clean Local Energy Accessible Now (CLEAN) Program Through the CLEAN (Clean Local Energy Accessible Now) program CPAU offers a feed-in tariff, wherein developers of renewable energy generation projects in Palo Alto can receive a long-term purchase agreement for the output of their projects. The generated electricity contribute towards fulfilling Palo Alto’s Renewable Portfolio Standard (RPS) requirement. At the end of FY 2021, 2.8 MW were reserved of the program’s 3 MW limit. -EV Charger Rebate Program The California Air Resources Board (CARB) developed the Low Carbon Fuel Standard (LCFS) program in compliance with AB 32 (the Global Warming Solutions Act of 2006) to reduce the carbon intensity of transportation fuels used in California 10% by 2020. Electric utilities that provide electricity to charge electric vehicles (EVs) are eligible to receive LCFS credits. The City began participating in the program in April 2014 and CARB has been allocating LCFS credits to the City since then. Using funds from the sale of LCFS credits, CPAU launched an EV charger rebate program in FY 2017 to help build out EV infrastructure in anticipation of an increase in the number of EVs in Palo Alto from its current level of 2,500 to between 4,000 and 6,000 EVs by 2020. Staff determined that providing EVSE rebates for underserved segments of the market would be valuable, which would include multi-family and mixed-use buildings, schools and non- profits. PROGRAMS FOR ALL CUSTOMER SEGMENTS -Solar Water Heating CPAU began to offer rebates to residential and commercial customers that install solar water heating (SWH) systems in 2008. The SWH rebate program was mandated by CA AB 1470 and is administered by the Center for Sustainable Energy, which also administers SWH rebate programs in the San Diego area. Incentives are limited to solar water heating for domestic use; solar water heating systems for pools, spas, or space heat are not eligible. AB 797 (2017) extended the SWH mandate for two additional years, but the program expired on January 1, 2021. -Green Building Ordinance In December 2019, City Council adopted an Energy Reach Code which requires additional energy efficiency savings beyond California’s Title 24 building energy standards for non-residential mixed-fuel new construction projects. The City’s Energy Reach Code has been in place since 2008 and has continued to evolve with California’s building standards (Title 24). As a reach code specific to only the City of Palo Alto, energy savings from this code are savings that may be counted towards energy efficiency. CPAU is coordinating with Development Services to report the energy savings attributed to the Green Building Ordinance. Item #5     Packet Pg. 121     27FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report APPENDIX B: FY 2021 ACHIEVEMENTS BY DSM PROGRAM Table B.1: FY 2021 Achievements by Efficiency Program Item #5     Packet Pg. 122     28FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Table B.2: FY 2020 Achievements by CPAU’s Solar Programs Electricity Program Number of Installations kW Saved kWh/yr % PV – Residential 51 293 468,000 18% PV – Commercial (w/ CLEAN)3 1,330 2,128,000 82% Solar Water Heating – Single Family Residential 0 --- Solar Water Heating – Multi- Family Residential Low-Income 0 --- Solar Water Heating – Commercial 0 --- Solar Programs Total 54 1,623 2,596,800 100% Item #5     Packet Pg. 123     29FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report Table B.3: FY 2021 Expenditures by Program and Utility Item #5     Packet Pg. 124     30FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report APPENDIX C: HISTORICAL DSM PROGRAM EXPENDITURES The chart below shows expenditures by type from FY 2012 through FY 2021. The Solar Renewables category is the sum of expenditures for solar water heating and PV Partners programs. Figure C.1 DSM Expenditures for Electricity, Gas and Water by Year and Function Item #5     Packet Pg. 125     31FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report APPENDIX D: CITY POLICIES/PLANS AND STATE MANDATES IMPACTING DSM PROGRAM GOALS AND IMPLEMENTATION CITY POLICIES/PLANS Title Description Resolution No. 9241 LEAP, the Long-term Electric Acquisition Plan (April 2012) Resolution No. 9322 Carbon Neutral Plan for Electric Supply (March 2013) Resolution No. 9402 Local Solar Plan (April 2014) Staff Report 3706 Program for Emerging Technology (April 2013) Staff Report 2552 GULP, the Gas Utility Long-term Plan (April 2012) Staff Report 6851 2015 Urban Water Management Plan (May 2016) Staff Report 7304 Sustainability and Climate Action Plan (November 2016) Staff Report 7718 Update of Ten-Year Energy Efficiency Goals for 2018 to 2027 (March 2017) Staff Report 9761 2018 Electric Integrated Resource Plan (EIRP) Staff Report 11789 Updated 10 Year Energy Efficiency Goals for 2022 to 2031 FULL LIST OF STAFF REPORTS -CY 2015: cityofpaloalto.org/gov/agendas/city_managers_reports/2015.asp -CY 2016: cityofpaloalto.org/gov/agendas/city_managers_reports/2016.asp -CY 2017: cityofpaloalto.org/gov/agendas/city_managers_reports/2017.asp -CY 2018: cityofpaloalto.org/gov/agendas/city_managers_reports/2018.asp -CY 2019: cityofpaloalto.org/gov/agendas/city_managers_reports/2019.asp STATE MANDATES AB 209 (2022) Directs the California Energy Commission to develop and implement an Equitable Building Decarbonization Program, which includes a direct install program focused on low-to-moderate income households and a statewide incentive program to accelerate deployment of low-carbon building technologies. AB 179 (2022) provides CEC with $112 million for the Equitable Building Decarbonization Program for its first year (2022-2023) , and up to $922 million in funding over the next four fiscal years. SB 1206 (2022)Prohibits the sale or distribution of bulk hydrofluorocarbons (HFCs) or HFC blends that exceed by a specified global warming potential (GWP) threshold. Reclaimed refrigerants are exempt from this requirement. The GWP limits for bulk HFCs are: < 2,200 beginning January 1st, 2025 (includes R-404A and R-507) <1,500 beginning January 1st, 2030 (includes R-410A) <750 beginning January 1st, 2035 (includes R-134A, R-448A/B, R-440A/B) Item #5     Packet Pg. 126     32FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report AB 1279 (2022) Codifies California’s existing goal of carbon neutrality by 2045. EO N-79-20 (2020) Governor Executive Order: Establishes a statewide goal that 100% of in-state sales of new passenger cars and trucks will be zero-emissions by 2045, and that all operations of medium and heavy-duty vehicles in the State shall be zero-emissions by 2045 where feasible. EO B-55-18 (2 (2018) Governor Executive Order: Establishes a statewide carbon neutrality goal by 2045. AB 3232 (2018) Requires all new buildings after 2030 to be zero-emissions buildings. Also requires the state to establish a strategy to reduce GHG emissions from existing buildings by 50 percent below the 1990 levels by January 1, 2030. SB 606, AB 1668 (2018)Establish a new foundation for long-term improvements in water conservation and drought planning to adapt to climate change and the resulting longer and more intense droughts in California. AB 797 (2017) Extends existing Solar Water Heating Programs and changes the terminology of “water heating” to “solar thermal.” EO B-37-16 (2016) Governor Executive Order: Establishes “Making Water Conservation a California Way of Life”, with four primary goals: (1) use water more wisely, (2) eliminate water waste (water loss from distribution systems), (3) strengthen local drought resilience, and (4) improve agricultural water use efficiency and drought planning. AB 802 (2015) Requires utilities to maintain records of the energy usage data of all buildings to which they provide service for at least the most recent 12-month period and, upon the request and authorization of the owner (or owner's agent), provide aggregated energy usage data to the owner in the ENERGY STAR Portfolio Manager. AB 1164 (2015) Prohibits cities and counties from enacting or enforcing any ordinance or regulation prohibiting the installation of drought tolerant landscaping, synthetic grass, or artificial turf on residential property. AB 1236 (2015) Obliges cities and counties to adopt an ordinance, with certain specific elements, creating an expedited permitting process for electric vehicle charging stations. For a city the size of Palo Alto, the ordinance must be passed by September 30, 2017. The adopted ordinance passed 9-0 on June 27th, 2017: http://www.cityofpaloalto.org/civicax/filebank/blobdload.aspx?BlobID=59416 SB 350 (2015) The Clean Energy and Pollution Reduction Act of 2015 sets targets for utilities of 50% Item #5     Packet Pg. 127     33FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report renewable electricity retail sales and double the energy efficiency savings in electricity and natural gas, both by 2030. The law grants compliance flexibility for POUs that achieve 50% or more of retail sales from certain large hydroelectric power. AB 2188 (2014) Requires a city and/or county to adopt an ordinance creating an expedited, streamlined permitting process for small residential rooftop solar energy systems. EO B-36-15 Governor Executive Order: Due to continued water shortages, on January 17, 2014, the Governor proclaimed a State of Emergency and directed state officials to take all necessary actions to make water immediately available. Part of the proclamation included a 20 percent water reduction goal. On April 1, 2015, the Governor issued an Executive Order (B-36-15) mandating the State Water Resource Control Board impose restrictions leading to a 25 percent reduction in potable water use through February 28, 2016. SB 1420 (2014)Added a requirement to report on distribution system water loss to the UWMP. AB 2227 (2012) AB 2227 changed the triennial energy efficiency target-setting schedule to a quadrennial schedule, beginning March 15, 2013 and every fourth year thereafter. The last EE goals update was due to be submitted to the California Energy Commission by March 15, 2017. The next EE goals update will need to be submitted by March 15, 2021. AB 2514 (2010) Mandates a local publicly owned electric utility to determine appropriate targets, if any, for the utility to procure viable and cost-effective energy storage systems and to adopt an energy storage system procurement target, if appropriate, to be achieved by the utility by December 31, 2016, and a second target to be achieved by December 31, 2021. SBx7-7 (2009)Mandates a statewide per capita potable water use reduction of 20% by the year 2020. Urban water suppliers are required to identify a baseline usage (expressed in gallons per capita per day, or GPCD) for their service area, calculate a target to meet the 20% reduction, and report on compliance in the 2020 UWMP. The City’s 2020 UWMP confirms the City met the Conservation target by more than 20%. Item #5     Packet Pg. 128     34FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report "Making Conservation a California Way of Life" is the new generation legislation for water conservation. The targets under SBx7-7 were pretty easy to meet especially given the drought and the water use reductions that resulted. The new targets will include and indoor residential per capita use, outdoor residential use, water loss, and some C&I audit requirements. That is all currently under development. AB 1103 (2007) Requires electric and gas utilities maintain records of the energy consumption data of all nonresidential buildings to which they provide service and that by January 1, 2009, upon authorization of a nonresidential building owner or operator, an electric or gas utility shall upload all of the energy consumption data for the specified building to the EPA Energy Star Portfolio Manager in a manner that preserves the confidentiality of the customer. This statute further requires a nonresidential building owner or operator disclose Energy Star Portfolio Manager benchmarking data and ratings, for the most recent 12-month period, to a prospective buyer, lessee, or lender. Enforcement of the latter requirement began on January 1, 2014. AB 1470 (2007) Solar Water Heating and Efficiency Act of 2007. Requires the governing body of each publicly owned utility providing gas service to retail end-use gas customers, to adopt, implement, and finance a solar water heating system incentive program. SB 1 (2006)The California State Legislature enacted SB 1 to encourage the installation of 3, 000 megawatts (MW) of photovoltaic (PV) solar energy by the year 2017. SB 1 requires all publicly owned utilities to adopt, finance and implement a solar initiative Item #5     Packet Pg. 129     35FY 2021 Demand Side Management Annual Report Fiscal Year 2021 Demand Side Management Report program for the purpose of investing in and encourage the increased installation of residential and commercial solar energy systems. CPAU’s share of the state goal is 6.5 MW. In 2007, CPAU increased the PV Partners program funding to meet SB1 requirements. CPAU has fully reserved all rebate funds as of April 2016. AB 2021 (2006) Requires the CEC on or before November 1, 2007, and every 3 years thereafter, in consultation with the commission and local publicly owned electric utilities, to develop a statewide estimate of all potentially achievable cost-effective electricity and natural gas efficiency savings and establish statewide annual targets for energy efficiency savings and demand reduction over 10 years. AB 1881 (2006) Requires cities and counties to implement a Water Efficient Landscape Ordinance which is “at least as effective as” the Department of Water Resources (DWR) Model Ordinance in reducing landscape water use. Requirements include enforcing water budgets, planting and irrigation system specifications to meet efficiency criteria. SB 1037 (2005)Requires each local publicly owned electric utility, in procuring energy, to first acquire all available energy efficiency and demand reduction resources that are cost- effective, reliable, and feasible. Also requires each local publicly owned electric utility to report annually to its customers and to the (CEC) its investment on energy efficiency anddemand reduction programs. AB 1890 (1996) Requires electric utilities to fund low-income ratepayer assistance programs, public purpose programs for public goods research, development and demonstration, demand- side management and renewable electric generation technologies AB 797 (1983) The Urban Water Management Planning Act (AB 797) requires all California urban water retailers supplying more than 3,000 acre feet per year or providing water to more than 3,000 customers to develop an UWMP. The plan is required to be updated every five years and submitted to the Department of Water Resources before December 31 on years ending in 5 and 0. Item #5     Packet Pg. 130