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HomeMy WebLinkAbout2012-05-21 City Council Agenda PacketCITY OF PALO ALTO CITY COUNCIL Regular Meeting Council Chambers May 21, 2012 7:00 PM Agenda posted according to PAMC Section 2.04.070. Supporting materials are available in the Council Chambers on the Thursday preceding the meeting. 1 May 21, 2012 MATERIALS RELATED TO AN ITEM ON THIS AGENDA SUBMITTED TO THE CITY COUNCIL AFTER DISTRIBUTION OF THE AGENDA PACKET ARE AVAILABLE FOR PUBLIC INSPECTION IN THE CITY CLERK’S OFFICE AT PALO ALTO CITY HALL, 250 HAMILTON AVE. DURING NORMAL BUSINESS HOURS. Call to Order Special Orders of the Day 1. National Public Works Week May 20-26, 2012 2. Resolution of the Council Expressing Appreciation to Terry Acebo-Davis on the Completion of Two Terms on the Public Art Commission 3. Resolution of the Council Expressing Appreciation to Michael Smit on the Completion of One Term Serving on the Public Art Commission 4. Resolution of the Council Expressing Appreciation to Roger Bloom Upon his Retirement City Manager Comments Oral Communications Members of the public may speak to any item not on the agenda; three minutes per speaker. Council reserves the right to limit the duration of Oral Communications period to 30 minutes. Minutes Approval February 13, 2012 Consent Calendar Items will be voted on in one motion unless removed from the calendar by two Council Members. 5. Recommendation to Adopt a Resolution to Execute the Northern California Power Agency Legislative and Regulatory Program Agreement 2 May 21, 2012 MATERIALS RELATED TO AN ITEM ON THIS AGENDA SUBMITTED TO THE CITY COUNCIL AFTER DISTRIBUTION OF THE AGENDA PACKET ARE AVAILABLE FOR PUBLIC INSPECTION IN THE CITY CLERK’S OFFICE AT PALO ALTO CITY HALL, 250 HAMILTON AVE. DURING NORMAL BUSINESS HOURS. 6. Adoption of a Budget Amendment Ordinance in the amount of $249,918 to Provide an Additional Appropriation for the Electrical/Mechanical Systems Upgrade Project at the Regional Water Quality Control Plant (WQ-80021); and Approval of a Wastewater Treatment Enterprise Fund Contract with DTN Engineers, Inc. in a Total Amount Not to Exceed $249, 918 for Electrical/Mechanical Systems Design at the Regional Water Quality Control Plant-Capital Improvement Program WQ-80021 7. Approval of Amendment No. 2 to an Agreement Between the City of Palo Alto and Casa Olga Relating to the University Avenue Area Off-Street Parking Assessment District Agenda Changes, Additions and Deletions HEARINGS REQUIRED BY LAW: Applications and/or appellants may have up to ten minutes at the outset of the public discussion to make their remarks and put up to three minutes for concluding remarks after other members of the public have spoken. OTHER AGENDA ITEMS: Public comments or testimony on agenda items other than Oral Communications shall be limited to a maximum of three minutes per speaker. Action Items Include: Reports of Committees/Commissions, Ordinances and Resolutions, Public Hearings, Reports of Officials, Unfinished Business and Council Matters. 8. Selection of Option for Connectivity Between the Art Center and the Main Library (CIPs PE-11000, PF-07000) 9. Public Hearing: Adoption of a Resolution Amending the Transportation Element of the Comprehensive Plan Incorporating the Bicycle and Pedestrian Transportation Plan and Approval of a Negative Declaration (Staff Requests This Item be Continued to July 9, 2012) 10. Utilities Advisory Commission Recommendation to Pursue a Carbon-Neutral Electric Portfolio and Develop a Plan by December 2012 11. Approval of Policy & Services Committee Recommendations on Infrastructure Funding 3 May 21, 2012 MATERIALS RELATED TO AN ITEM ON THIS AGENDA SUBMITTED TO THE CITY COUNCIL AFTER DISTRIBUTION OF THE AGENDA PACKET ARE AVAILABLE FOR PUBLIC INSPECTION IN THE CITY CLERK’S OFFICE AT PALO ALTO CITY HALL, 250 HAMILTON AVE. DURING NORMAL BUSINESS HOURS. 12. Rail Committee Status Report on Current High Speed Rail and Caltrain Electrification Submitted for Council Review and Comment Council Member Questions, Comments and Announcements Members of the public may not speak to the item(s) Adjournment AMERICANS WITH DISABILITY ACT (ADA) Persons with disabilities who require auxiliary aids or services in using City facilities, services or programs or who would like information on the City’s compliance with the Americans with Disabilities Act (ADA) of 1990, may contact (650) 329-2550 (Voice) 24 hours in advance. PUBLIC COMMENT Members of the Public are entitled to directly address the City Council/Committee concerning any item that is described in the notice of this meeting, before or during consideration of that item. If you wish to address the Council/Committee on any issue that is on this agenda, please complete a speaker request card located on the table at the entrance to the Council Chambers, and deliver it to the City Clerk prior to discussion of the item. You are not required to give your name on the speaker card in order to speak to the Council/Committee, but it is very helpful. 4 May 21, 2012 MATERIALS RELATED TO AN ITEM ON THIS AGENDA SUBMITTED TO THE CITY COUNCIL AFTER DISTRIBUTION OF THE AGENDA PACKET ARE AVAILABLE FOR PUBLIC INSPECTION IN THE CITY CLERK’S OFFICE AT PALO ALTO CITY HALL, 250 HAMILTON AVE. DURING NORMAL BUSINESS HOURS. Additional Information Standing Committee Meetings REVISED Finance Committee Agenda 05-17-12 6PM Finance Committee Agenda 05-22-12 6PM City Council Rail Committee 05-24-12 8:30 AM Cubberley Policy Advisory Committee 05-24-12 2 PM Action Agenda Action Agenda Schedule of Meetings Schedule of Meetings Tentative Agenda Tentative Agenda Finance Committee Tentative Agenda Informational Report City of Palo Alto Sales Tax Digest Summary Fourth Quarter Sales (October – December 2011) GENERAL MUNICIPAL ELECTION - November 6, 2012 - Fees and Length of Candidates Statements Public Letters to Council CITY OF PALO ALTO PROCLAMATION NATIONAL PUBLIC WORKS WEEK MAY 20-26, 2012 WHEREAS, public works services provided in our community are an integral part of our citizens' everyday lives; and WHEREAS, the support of an understanding and informed citizenry is vital to the efficient implementation and operation of public works systems and programs such as streets, public buildings, storm drains, wastewater and solid waste collection; and environmental programs; and WHEREAS, the health, safety and comfort of this community greatly depends on these facilities and services; and WHEREAS, the quality and effectiveness of these facilities, as well as their planning, design, construction, and maintenance is vitally dependent upon the efforts and skill of public works staff; and WHEREAS, the efficiency of the qualified and dedicated personnel who staff public works departments is influenced by the people's attitude and understanding of the importance of the work they perform; and NOW, THEREFORE, I, Yiaway Yeh, Mayor of the City of Palo Alto, do hereby proclaim the week of May 20-26, 2012, as "National Public Works Week" within the City of Palo Alto, and I call upon all citizens and civic organizations to acquaint themselves with the issues involved in providing our public works and to recognize the contributions which public works staff make every day to our health, safety, comfort, and quality of life. Presented: May 2012 ________________________ Yiaway Yeh Mayor RESOLUTION OF THE COUNCIL OF THE CITY OF PALO ALTO EXPRESSING APPRECIATION TO TERRY ACEBO-DAVIS ON THE COMPLETION OF TWO TERMS SERVING ON THE PUBLIC ART COMMISSION WHEREAS, Terry Acebo-Davis served the City of Palo Alto as a member of the Public Art Commission from April 2006 to April 2012, including serving as Chair and Vice-Chair; and WHEREAS, Terry has given her time, artistic talents and expertise unselfishly for the benefit of the public in shaping policy and procedures, advocated for the maintenance and restoration of the City collection and contributed to creating the Municipal Arts Plan; and WHEREAS, Terry was instrumental in numerous completed public art projects around the City of Palo Alto, including Fletcher Benton’s Tilted Donut #5, Samuel Yates’ Color of Palo Alto, Ceevah Sobel’s Streaming, Michael Szabo’s Arch-Cradle, the mural triptych on California Avenue; and WHEREAS, Terry has been involved in the process of multiple projects soon to be installed including the Bruce Beasley, Brad Oldham and Mark Verlander artworks at the Mitchell Park Library and Community Center and the Michael Szabo fountain at California Avenue, and the upcoming artwork at Hoover Park; and WHEREAS, Terry has been extremely engaged with the public of Palo Alto through her advocacy for programs such as the Public Art Commission’s Youth Art Awards, Breaking Through the Static, Public Art lecture series, and her outreach to numerous neighborhood associations and community groups; and WHEREAS, Terry has demonstrated extraordinary talents in her abilities to plan and execute special events, sometimes arranging for loans of incredible artworks for parties and gatherings for the benefit and enjoyment of the public; and WHEREAS, Terry has approached challenges with good humor, even temper, and has the ability to inspire those around her. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Palo Alto, hereby commends the outstanding public service of Terry Acebo-Davis and records its appreciation as well as the appreciation of the citizens of this community for the service and contribution rendered during her terms on the Public Art Commission. INTRODUCED AND PASSED: May 21, 2012 ATTEST: APPROVED: _______________ _______________ City Clerk Mayor APPROVED AS TO FORM: ________________ _______________ City Attorney City Manager RESOLUTION OF THE COUNCIL OF THE CITY OF PALO ALTO EXPRESSING APPRECIATION TO MICHAEL SMIT ON THE COMPLETION OF ONE TERM SERVING THE PUBLIC ART COMMISSION WHEREAS, Michael Smit served the City of Palo Alto as a member of the Public Art Commission from October 2009 to April 2012; and WHEREAS, Michael has given his time, artistic talents, international perspective and expertise unselfishly for the benefit of the public in shaping policy and procedures, and contributed to updating and maintaining the Municipal Arts Plan; and WHEREAS, Michael worked tirelessly to create a database of potential sites for public art throughout the City of Palo Alto and has been an excellent advocate and supporter of the temporary public art program; and WHEREAS, Michael has been involved in the implementation of multiple projects soon to be installed including the Joe O’Connell and Blessing Hancock installation of artworks for the Main Library and Art Center site, the artwork at Hoover Park, and the Roger Stoller sculpture at the Mitchell Park Library and Community Center; and WHEREAS, Michael has worked diligently to research, advocate for, and implement an artist in residence program in Palo Alto, which is set to launch in Fall 2012; and WHEREAS, Michael has been engaged with the youth and community groups of Palo Alto through his involvement in the Youth Art Awards, outreach to the Midtown Residents Association and Palo Alto Neighborhoods. NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Palo Alto, hereby commends the outstanding public service of Michael Smit and records its appreciation as well as the appreciation of the citizens of this community for the service and contribution rendered during his term on the Public Art Commission. INTRODUCED AND PASSED: May 21, 2012 ATTEST: APPROVED: ___________________ __________________ City Clerk Mayor APPROVED AS TO FORM: ____________________ __________________ City Attorney City Manager RESOLUTION OF THE COUNCIL OF THE CITY OF PALO ALTO EXPRESSING APPRECIATION TO ROGER BLOOM UPON HIS RETIREMENT WHEREAS, Roger Bloom served the City of Palo Alto and its citizens as a member of the Palo Alto Fire Department for 21 years, becoming a Firefighter/EMT in August 1991, promoting to the rank of Driver/Operator in September 1992, Captain in July 1997, and Deputy Chief January 2007; and WHEREAS, Deputy Chief Bloom has served as a Training Captain, Chairman of the Emergency Preparedness Working Group, Department Representative for FEMA Urban Search and Rescue Task Force 3, Instructor at the Joint Fire Academy, Truck 6 Training Captain, state certified Strike Team Leader, and worked closely with labor unions to negotiate fair and equitable contracts; and WHEREAS, Deputy Chief Bloom developed the technical rescue training program that was taught throughout the City of Palo Alto and to various Fire Departments all over the State of California. He worked on a number of significant projects including the design and purchase of six new fire engines and authored a number of grants enabling the Fire Department to purchase much-needed Breathing Apparatus, Thermal Imaging devices, communications equipment and a wild-land fire engine; and WHEREAS, Deputy Chief Bloom was elected and served as the President of the Santa Clara County Training Officers’ Association, and coordinated the Countywide High Rise Drill and was recognized by the Santa Clara County Fire Training Officers’ Association as the Training Officer of the Year in 2010; and WHEREAS, Deputy Chief Bloom routinely created an atmosphere of consistency and accountability, while demonstrating tremendous proficiency in administrative, personnel and operational matters. He made it a habit to put the needs of the community, the Fire Department and his co-workers before himself while he consistently sought to personify the core values of the Fire Service. NOW THEREFORE BE IT RESOLVED, that the City Council of the City of Palo Alto hereby commends the outstanding public service of Roger Bloom and records its appreciation, as well as the appreciation of the citizens of this community, upon his retirement. INTRODUCED AND PASSED: May 21, 2012 ATTEST: APPROVED: _________________ _________________ City Clerk Mayor APPROVED AS TO FORM: __________________ _________________ City Attorney City Manager City of Palo Alto (ID # 2764) City Council Staff Report Report Type: Consent Calendar Meeting Date: 5/21/2012 May 21, 2012 Page 1 of 3 (ID # 2764) Summary Title: NCPA Legislative and Regulatory Program Title: Recommendation to Adopt a Resolution to Execute the Northern California Power Agency Legislative and Regulatory Program Agreement From: City Manager Lead Department: Utilities Recommendation Staff recommends that Council adopt the attached resolution delegating authority to the City Manager to execute the Legislative and Regulatory Affairs Program Agreement with the Northern California Power Agency. Executive Summary The City of Palo Alto is a member of the Northern California Power Agency (NCPA) and participates in NCPA’s Legislative and Regulatory Affairs Program (L&R Program). The L&R Program benefits all NCPA members through its support of NCPA’s core purpose of managing public investments and resources, and protecting the public power business model. While all NCPA members participate in and fund the L&R Program, there is currently no formal agreement in place. The attached L&R Program Agreement has been developed to formalize the contractual relationship between NCPA and NCPA Members with regards to the role, scope, governance, and the equitable allocation of costs associated with the L&R Program. This is in line with NCPA’s efforts to offer all of its services via formal program agreements. Palo Alto has executed a number of these program agreements and now the L&R Program will also be covered by a program agreement. Approval of the NCPA L&R Program Agreement will not change the current allocation of L&R Program costs to the City or other NCPA members. The agreement will provide the City flexibility related to future costs by ensuring that only those members participating in new public benefits projects and judicial action initiatives cover the associated costs. Additionally, the agreement protects the City from cost shifts should another NCPA member dispute NCPA’s authority to allocate the L&R program costs. Background The City’s membership and participation in NCPA includes substantial electric generation May 21, 2012 Page 2 of 3 (ID # 2764) investments, a wide range of scheduling and load management services that enable the City’s electric utility to provide power to the community, and the legislative and regulatory support to protect NCPA members’ significant collective resource investments. In addition to the value the NCPA L&R Program provides by optimizing and protecting the City’s energy-related investments, the program also offers a critical line of defense against state and federal intrusions on local decision-making, and helps preserve the City’s control and oversight of matters impacting electric utility programs and rates for customers while balancing statewide climate protection goals. It also provides services to ensure the City’s compliance with state policy requirements related to greenhouse gases, renewable energy, and energy efficiency. The provisions of this L&R Program Agreement are the outgrowth of extensive NCPA member discussions and review. The agreement provides certainty for members by providing stability for the program and protecting against unanticipated cost-shifts. Importantly, the agreement also helps ensure NCPA member flexibility by establishing a “beneficiaries pay” structure for public benefits projects, and providing for increased local discretion related to participation in judicial action initiatives. Discussion The NCPA L&R Program Agreement is an important step toward ensuring clear and consistent agreements for programs throughout NCPA. There are a number of key NCPA-wide governance issues that have been previously addressed during membership deliberations resulting in new or revised program agreements to which we are a party, such as the Metered Subsystem Aggregator Agreement, Facilitates Agreement, Pooling Agreement, and the Meter Maintenance Program. Until now, the structure of the NCPA L&R Program area has not been formalized in the same way. As a result, it was necessary to establish a clear understanding of NCPA and member roles and responsibilities in this program area. The proposed L&R Program Agreement follows the model established by the other agreements, and is the last of the major cost category/programs that will now be covered by an agreement. The L&R Program agreement provides this needed programmatic structure by: Ensuring that all NCPA members, because of their shared interest in protecting agency assets and the public power business model, participate in the L&R Program as outlined under the terms of this agreement. Termination of this agreement is concurrent with terminating membership in NCPA. Establishing three program areas: 1) the General Legislative and Regulatory Affairs Program; 2) the Specific Legislative and Regulatory Affairs Program, and; 3) the Member Services Program. All members support the General Program which includes Legislative, Regulatory and Judicial Action. The Specific Program allows for the costs of project- specific Public Benefits and Judicial Action activities to be paid for by project participants only. The Member Services Program ensures all members support the costs of one staff person for this program, and provides flexibility to initiate public benefits projects paid May 21, 2012 Page 3 of 3 (ID # 2764) for by the beneficiaries of the project. Requiring NCPA Commission approval of new Legislative & Regulatory Affairs Judicial Action initiatives, and ensuring that NCPA members can opt out of these initiatives as they are formed, or withdraw during the proceeding with appropriate notice and fulfillment of contractual financial obligations related to the initiative that were entered into prior to withdrawal. Providing the NCPA Commission with discretion to allow for exemptions or special terms under this agreement for new NCPA members due to unique, special, or legal circumstances. Resource Impact The City is a participant in the L&R Program by virtue of its membership in NCPA. The L&R Program Agreement will not change the current cost allocation methodology to the City for the L&R Program that was approved by the NCPA Commission in December 2010. In fact, the L&R Program Agreement establishes increased flexibility related to costs by ensuring that only those members participating in public benefits projects and judicial action initiatives cover the associated costs. Additionally, the agreement provides stability and protects the City from unanticipated cost-shifts should another NCPA member dispute NCPA’s authority to allocate the L&R program costs. Environmental Review This activity would not result in a direct or reasonably foreseeable indirect change in the physical environment and is therefore not a “project” for purposes of Section 21065 of the California Environmental Quality Act. No environmental review is required. Attachments: Attachment A: Resolution to Approve the NCPA L&R Program Agreement (PDF) Attachment B: NCPA Legislative and Regulatory Affairs Program Agreement (PDF) Prepared By: Debra Lloyd, Manager Department Head: Valerie Fong, Director City Manager Approval: ____________________________________ James Keene, City Manager *NOT YET APROVED* 120423 dm 0073760 Resolution No. ______ Resolution of the Council of the City of Palo Alto Approving The Execution of the Northern California Power Agency Legislative And Regulatory Affairs Program Agreement A. The City of Palo Alto is a member (“Member”) of the Northern California Power Agency (“NCPA”). B. NCPA’s joint powers agreement provides that, in general, a member of NCPA is responsible for the costs of any NCPA program in which the member has agreed to participate. C. NCPA maintains a Legislative and Regulatory Affairs Program (the “NCPA Program”) on behalf of the Members. D. The NCPA Program engages in representation and advocacy on behalf of the Members at the regional, state and federal level to protect the investments that NCPA and its Members have made in their public power assets. E. The NCPA Program also provides support and expertise to the Members involved in particular NCPA projects and programs. F. The NCPA Program also provides assistance to the Members with implementation, reporting and compliance with various state and federal programs and requirements. G. Following extensive review and consultation, NCPA and the Members have developed a Legislative and Regulatory Affairs Program Agreement (the “Agreement”) to be entered into by the Members. H. The Agreement formalizes the contractual relationship between NCPA and the Members with regards to the role, scope, governance, and the equitable allocation of costs associated with the NCPA Program. I. The Agreement affords the Members with greater discretion regarding the Members’ participation in Member Services Programs and Judicial Action Initiatives. J. The Agreement provides the Members with stability against unanticipated cost-shifts within the NCPA Program. K. The NCPA Commission approved the Agreement on March 22, 2012. *NOT YET APROVED* 120423 dm 0073760 NOW, THEREFORE, the Council of the City of Palo Alto does hereby RESOLVE as follows: SECTION 1. The Council hereby approves the execution of the Northern California Power Agency Legislative and Regulatory Affairs Program Agreement. The Council hereby authorizes the City Manager to sign the Agreement on behalf of the City. SECTION 2. The Council finds that the adoption of this resolution does not constitute a project under Section 21065 of the California Environmental Quality Act (CEQA) and the CEQA Guidelines, and therefore, no environmental assessment is required. INTRODUCED AND PASSED: AYES: NOES: ABSENT: ABSTENTIONS: ATTEST: ___________________________ ___________________________ City Clerk Mayor APPROVED AS TO FORM: APPROVED: ___________________________ ____________________________ Senior Assistant City Attorney City Manager ____________________________ Director of Utilities _____________________________ Director of Administrative Services NORTHERN CALIFORNIA POWER AGENCY     LEGISLATIVE AND REGULATORY AFFAIRS PROGRAM AGREEMENT     This LEGISLATIVE AND REGULATORY AFFAIRS PROGRAM  AGREEMENT (“this Agreement”) is made as of July 1, 2012, by and among the  Northern California Power Agency, a joint powers agency of the State of  California (“NCPA”) and its Members.  NCPA and the Members are referred to  herein individually as a “Party” and collectively as the “Parties”.  RECITALS  A. NCPA maintains a Legislative and Regulatory Affairs Program by  which NCPA provides its Members with: (1) representation and advocacy in  areas of common interest to all, or nearly all Members at the regional, state and  federal level, including, but not limited to, representation and advocacy before  the California Legislature, U.S. Congress, the CAISO, state and federal  environmental and energy agencies, state and federal commissions and other  regulatory bodies; (2) support and expertise for Members involved in particular  NCPA Projects and Programs; and (3) programmatic support for  implementation, reporting, and compliance with various state and federal  programs and requirements.  B. The Legislative and Regulatory Affairs Program consists of three  Program Areas: (1) the General L&R Program; (2) the Specific L&R Program; and  (3) the Member Services Program.  The General L&R Program, Specific L&R  Program and Member Services Program are together referred to as the ʺL&R  Program.ʺ   C. An agreement is necessary to formalize the contractual  relationships between NCPA and Members with regard to the role, scope,  1 governance, and the equitable allocation of costs associated with the L&R  Program.  Each Member agrees to pay its equitable share of costs associated with  the L&R Program in accordance with its L&R Program Cost Allocation.    D. The L&R Program benefits all Members.  It is an integral portion of  NCPA’s core function and is necessary in order to protect the investments NCPA  and its Members have made in their public power assets.  It is therefore  mandatory for all Members of NCPA to become a signatory to this Agreement,  except in such limited circumstances where the Commission exempts a Member  from this requirement in accordance with Section 6.2.1 of this Agreement.  E. This Agreement includes provisions for the L&R Judicial Action  Program, but does not affect or modify the Judicial Action program administered  by NCPAʹs Power Management Division, nor affect the cost allocations for the  Power Management Judicial Action Program.  F. Each Member agrees to pay its equitable share of costs associated  with the L&R Program, as determined by the L&R Program Cost Allocation,  which accounts for the cost allocation principles set forth in this Agreement.  G. The L&R Program shall operate in accordance with the guidance  set forth in the Annual L&R Program Strategic Plan and the Annual Budget.  All    L&R Program functions are overseen by the NCPA Legislative and Regulatory  Affairs Committee (“L&R Committee”) and the NCPA Commission.    NOW THEREFORE, the Parties agree as follows:  Section 1. Definitions.  1.1 Definitions.  Whenever used in this Agreement (including the  Recitals hereto), the following terms shall have the following  respective meanings:  1.1.1 “Agreement” means this Legislative and Regulatory Affairs  Program Agreement,  as the same may be amended from  2 time to time in accordance with the terms and conditions  hereof.   1.1.2 “All Resources Bill” means the single, combined monthly  bill from NCPA to a Member with respect to all NCPA  programs and projects.  1.1.3 “Annual Budget” means the NCPA budget for the ensuing  Fiscal Year adopted by the Commission, as it may be  amended from time to time.  1.1.4 “Annual L&R Program Strategic Plan” means the strategic  plan for the L&R Program adopted by the L&R Committee  and the Commission, as it may be amended from time to  time.  1.1.5 “Associate Member” means an associate member of NCPA.   1.1.6 “Base Resource Share” means an individual Member’s Base  Resource Share from Western.  1.1.7 “Bureau” means the U.S. Bureau of Reclamation.  1.1.8 “Business Day” means any day except a Saturday, Sunday,  or a Federal Reserve Bank holiday. A Business Day shall  open at 8:00 a.m. and close at 5:00 p.m., Pacific Time.   1.1.9 “CAISO” means the California Independent System  Operator Corporation, or any successor entity.  1.1.10 “California Refund Proceeding” means filings and  proceedings, whether regulatory or judicial, in connection  with the California energy crisis of 2000‐2001.  1.1.11 “CARB” means the California Air Resources Board.  1.1.12 “CEC” means the California Energy Commission.  1.1.13 “Claims” has the meaning set forth in Section 10.2.  3 1.1.14 “Commission” means the NCPA Commission.    1.1.15 “Constitutive Documents” means, with respect to NCPA,  the Joint Exercise of Powers Act (Cal. Govt. Code § 6500, et  seq.), the Joint Powers Agreement, and the NCPA Rules of  Procedure, and such resolutions of general applicability and  governance as may be adopted by the Commission; and,  with respect to each Member, the California Government  Code and other statutory provisions applicable to such  Member, any applicable agreements, charters, contracts or  other documents concerning the formation, operation or  decision making of such Member, including, if applicable, its  City Charter, and any codes, ordinances, bylaws, and  resolutions adopted by such Member’s governing body.  1.1.16 “CPUC” means the California Public Utilities Commission.  1.1.17 “Effective Date” means the later of (i) the date set forth in the  preamble of this Agreement; or (ii) the date this Agreement  is executed by all Members.    1.1.18 “FERC” means the Federal Energy Regulatory Commission.  1.1.19 “Fiscal Year” means the NCPA fiscal year; currently the  twelve month period beginning July 1 and ending on the  next following June 30.  1.1.20 “General Manager” means the General Manager of NCPA.  1.1.21 “General L&R Program” means the (1) Legislative  Representation, (2) Regulatory Representation, (3) Western  Representation; and (4) Judicial Action Program areas as set  forth in Section 3.  4 1.1.22 “Joint Powers Agreement” means that certain Amended and  Restated Northern California Power Agency Joint Powers  Agreement, dated as of January 1, 2008, establishing NCPA,  as the same may be amended from time to time.  1.1.23 “Judicial Action Program” has the meaning set forth in  Section 3.2.3.   1.1.24 “L&R” means legislative and regulatory affairs.  1.1.25 “L&R Committee” means the NCPA Legislative and  Regulatory Committee, as established by the NCPA Rules of  Procedure.     1.1.26 “L&R Program” has the meaning set forth in Recital B.  1.1.27 “L&R Program Cost Allocation” means the cost allocation  methodology approved by the NCPA Commission on  December 2, 2010, as set forth in Schedule 1.00, as amended  from time to time.    1.1.28 “L&R Program Schedule” means the procedures, protocols  and guidelines, appended to and part of this Agreement,  which are subject to change or amendment from time to time  by the Commission, as set forth in Section 10 of this  Agreement.  1.1.29 “Legislative Program” has the meaning set forth in Section  3.1.1.  1.1.30 “Member” means any Member of NCPA or Associate  Member of NCPA.    1.1.31 “Member Services Program” has the meaning set forth in  Section 5.   1.1.32 “NCPA” has the meaning set forth in the preamble hereto.   5 1.1.33 “NCPA Rules of Procedure” means the Rules of Procedure  for the Commission of the Northern California Power  Agency, sometimes referred to as the NCPA By‐laws, as  amended from time to time.  1.1.34 “NERC” means the North American Electric Reliability  Corporation.   1.1.35 “Party” or “Parties” has the meaning set forth in the  preamble hereto; provided that ʺthird partyʺ or “third  parties” are entities that are not a Party to this Agreement.  1.1.36 “PG&E” means Pacific Gas and Electric Company.  1.1.37 “Pooling Agreement” means that certain Amended and  Restated Pooling Agreement dated as of October 29, 2008, as  the same may be amended from time to time.  1.1.38 “Power Management Cost Allocation Methodology” means  the methodology adopted by the Commission from time to  time   to allocate power management costs. As of the  Effective Date, such methodology is based upon a consultant  study referred to by the Parties as the ʺNexant Study.ʺ   1.1.39 “Regulatory Program” has the meaning set forth in Section  3.1.2.    1.1.40 “Specific L&R Program” means activities or initiatives  undertaken relative to a specific NCPA Project, NCPA  Pooling Agreement matter, or other NCPA agreement as set  forth in Section 4.  1.1.41 “Term” has the meaning set forth in Section 12.   1.1.42 “Utility Director” means the most senior Member employee  with day‐to‐day authority to direct, manage and control  6 operation of Member’s utility, or if the Member does not  have a utility, the most senior Member employee with  authority to direct, manage and control acquisition and use  of electric power on behalf of that Participant.   1.1.43 “WECC” means the Western Electricity Coordinating  Council.  1.1.44 “Western” means the Western Area Power Administration.  1.1.45 “Western Program” has the meaning set forth in Section  3.1.3.  1.2 Rules of Interpretation.  As used in this Agreement (including the  Recitals hereto), unless in any such case the context requires  otherwise:  the terms “herein,” “hereto,” “herewith” and “hereof”  are references to this Agreement taken as a whole and not to any  particular provision; the term “include,” “includes” or “including”  shall mean “including, for example and without limitation;” and  references to a “Section,” “subsection,” “clause,” or “Exhibit” shall  mean a Section, subsection, clause or Exhibit of this Agreement, as  the case may be.  All references to a given agreement, instrument or  other document shall be a reference to that agreement, instrument  or other document as modified, amended, supplemented and  restated through the date as of which such reference is made, and  reference to a law, regulation or ordinance includes any  amendment or modification thereof.  A reference to a “person”  includes any individual, partnership, firm, company, corporation,  joint venture, trust, association, organization or other entity, in each  case whether or not having a separate legal personality and  includes its successors and permitted assigns.  The singular shall  7 include the plural and the masculine shall include the feminine,  and vice versa.  Section 2. L&R Program Structure.  The L&R Program consists of three (3)  Programs: (1) the General L&R Program; (2) the Specific L&R Program; and (3)  the Member Services Program.  Each Program Area shall operate in accordance  with the guidance set forth in the Annual Budget and the Annual L&R Program  Strategic Plan.  To the extent practicable, and except as otherwise provided for in  this Agreement, NCPA shall endeavor to allocate L&R Program costs in an  equitable manner, taking into account factors such as cost causation, Member  size (including load, population, and number of customers), annual percentage  increase in Member allocation, level of Member participation in NCPA Programs  and Projects, and other relevant factors.  Each Member shall be responsible for  paying its fair share of the costs of the L&R Program, as determined by the L&R  Program Cost Allocation set forth in Schedule 1.00.      Section 3.  General L&R Program.  The General L&R Program includes the  following four (4) areas: (1) a Legislative Program focused on broad policy issues  of general significance to all, or nearly all Members; (2) a Regulatory Program  focused on broad policy issues of general significance to all, or nearly all  Members; (3) Western Program; and (4) L&R Judicial Action.    3.1 General L&R Program Areas.  3.1.1 Legislative Program.  The Legislative Program addresses  broad policy issues of general significance.  The Legislative  Program provides legislative advocacy and lobbying of both  the state and federal government.  The Legislative Program  is divided into three separate budget centers:   3.1.1.1. State legislative.  This budget center includes  advocacy efforts focused on representing the  8 needs of public power systems and electricity  ratepayers before members of the state Senate  and Assembly, the Office of the Governor, and  state energy and environmental agencies;   3.1.1.2. U.S. Congress. This budget center includes  advocacy efforts focused on the potential  impacts of national energy and environmental‐ related legislation on public power systems  and representing the needs of public power  systems and electricity ratepayers before  Members of Congress, the Executive Branch,  and federal energy and environmental  agencies; and   3.1.1.3. Advocacy groups.  This budget center includes  NCPA’s participation in, and associated  financial support for, advocacy groups and  national associations, which lobby on behalf of  and share NCPA’s state, federal and regional  policy goals.    3.1.2 Regulatory Program.  The Regulatory Representation Program  addresses broad policy issues of general significance.   NCPA’s regulatory program is responsible for advocacy and  litigation or participation in proceedings before state,  federal, and regional regulatory agencies, including, but not  limited to the CARB, CEC, CPUC, FERC, NERC, WECC and  the CAISO.     9 3.1.3 Western Program.  The Western Program is an advocacy  program which provides legislative and regulatory  advocacy before representatives of Western and the Bureau  and works with these agencies and the United States  Congress to maximize the value of the Western power  resource for Members having Western power allocations.   The Western Program does not include activities or  initiatives engaged in solely for the benefit of signatories to a  Western Assignment Contract with Western, and a  concomitant Assignment Administration Program  Agreement with NCPA by which certain Members (as  assignor) have assigned their Base Resource Share to NPCA  (as assignee) to permit NCPA to create a power resource  portfolio administered through the Pooling Agreement.     3.1.4 L&R Judicial Action. The L&R Judicial Action Program  involves participation in particular litigation and in discrete  regulatory or legislative dockets, proceedings or cases  pending at CARB, CEC, CPUC, FERC or other regulatory  agencies, where such proceedings affect public power.  In  the Commission’s discretion, and only under special and  limited circumstances, major policy matters that are  sufficiently unique, discrete and identifiable may be  identified as part of and fall within the L&R Judicial Action  Program, rather than other areas of the L&R Program (and  rather than within Power Management Judicial Action).      3.1.4.1. Judicial Action Programs – Notice and Commission  Approval Requirements.  NCPA has an  10 obligation to provide notice to Members and  secure Commission approval when NCPA  proposes to undertake a L&R Judicial Action  Program initiative.  NCPA shall provide notice  concerning any L&R Judicial Action Program  initiative it plans to undertake on the  Commission agenda and secure Commission  approval before NCPA undertakes that  Judicial Action Program initiative; provided,  however, that once NCPA has secured NCPA  Commission approval of its participation in a  Judicial Action Program initiative, it is not  necessary for NCPA to provide notice in  advance of each individual filing, action, or  activity associated with that L&R Judicial  Action Program initiative.    3.1.4.2. Member Participation in L&R Judicial Action  Program Initiatives.  Once NCPA has provided  Members with notice of its intent to participate  in a L&R Judicial Action Program initiative on  a NCPA Commission Agenda and secured  NCPA Commission approval to participate in  the Judicial Action Program initiative ,  Members must affirmatively opt‐out of such  initiative by providing written notice to the  General Manager of that Member’s intent to  opt‐out of the Judicial Action Program  11 initiative  within thirty (30) days of the NCPA  Commission’s approval of the Judicial Action  Program initiative, otherwise such Member  will be considered a part of the L&R Judicial  Action Program initiative.  The General  Manager may extend the thirty (30) day time  period for a Member to opt‐out of a Judicial  Action Program initiative for an additional  thirty (30) days, as necessary, upon written  request submitted by the Member to the  General Manager.  3.1.4.3. Withdrawal from L&R Judicial Action Program  Initiatives.  Once a Member has failed to opt‐ out of an L&R Judicial Action Program  Initiative that involves formal filing of  pleadings before any court or regulatory  agency, that Member may only withdraw from  such Judicial Action Program initiative after  providing sixty (60) days written notice to the  General Manager.  Any such withdrawal from  all or part of any L&R Judicial Action Program  initiative shall in no way relieve that Member  from obligations and costs incurred on behalf  of that Member prior to that Member  providing notice of its intent to withdraw,  including any and all attorneys fees, consultant  or witness fees, or any other costs incurred or  12 contracts entered into prior to that Member’s  withdrawal.   3.1.4.4. Joint Defense and Litigation Privileges.   Notwithstanding any agreement or provision  to the contrary, each Member in the L&R  Judicial Action Program agrees that it intends a  Joint Defense and Joint Litigation privilege to  apply to all litigation and regulatory  proceedings to which NCPA becomes a party  as a consequence, and that such joint defense  and joint litigation privilege is in addition to  such attorney client or other privileges as may  apply as a consequence of the Joint Powers  Agreement, or otherwise.      3.1.4.5. Agreement as Not Affecting Power Management  Judicial Action.  This Agreement provides for judicial action  only within the context of the L&R Program.  It  does not affect such judicial action as may be  undertaken by NCPAʹs Power Management  Division, the costs of which shall continue to  be allocated by NCPA in accordance with the  power management cost allocation  methodology, as may be amended by the  Commission or such other methodology as the  Commission may establish.  13 3.2 Cost Allocation Principles for the General L&R Program.  Costs  associated with the General L&R Program shall be allocated in  accordance with the following principles:   3.2.1 Legislative Program and Regulatory Program.  Costs associated  with the Legislative Program and Regulatory Program  under the General L&R Program shall be allocated to all  Members in accordance with the L&R Program Cost  Allocation set forth in Schedule 1.00.  The Commission may,  in its sole discretion, utilize funds collected from Members  pursuant to Article IV, Section 3(a) of the Joint Powers  Agreement to offset Member costs associated with the  General L&R Program.  3.2.2 Western Program.  Costs associated with the Western  Program shall be allocated based on each Member’s Western  Base Resource Share relative to other Members with Western  allocations.  3.2.3 L&R Judicial Action.  Costs associated with the L&R Judicial  Action Program shall be borne only by Members that elect to  participate (or fail to opt‐out of a particular L&R Judicial  Action initiative, as applicable) and shall be allocated  amongst such Members on a case‐by‐case basis by the  Commission as appropriate; provided however:   3.2.3.1. Rates & Tariffs.  The costs associated with  activities and initiatives related to CAISO Rates  and Tariffs and PG&E Rates and Tariffs are not  governed by this Agreement.  Such costs are a  part of the Power Management L&R Program    14 and shall be allocated pursuant to the Power  Management Cost Allocation Methodology, as  adopted or amended by the Commission from  time to time; and  3.2.3.2. Western – Pool Members.  The costs associated  with activities and initiatives related to  Western undertaken solely for the benefit of  signatories to  a Western Assignment Contract  with Western, and a concomitant  Assignment  Administration Program Agreement with  NCPA by which certain Members (as assignor)  have assigned their Base Resource Share to  NPCA (as assignee) to permit NCPA to create  a power resource portfolio administered  through the Pooling Agreement shall be borne  exclusively by those signatories to the Pooling  Agreement, based on each signatory’s relative  Western Base Resource Share; and    3.2.3.3. California Refund Proceeding.  The costs  associated with activities and initiatives related  to the California Refund Proceeding shall be  allocated in accordance with the refund  methodology approved by the Commission  from time‐to‐time for that matter.     Section 4. Specific L&R Program.  In addition to the General L&R Program,  NCPA also undertakes activities and initiatives from time‐to‐time on behalf of  15 particular subsets of NCPA Members that may or may not be of benefit to all  Members.    4.1 Specific L&R Program Areas.   The Specific L&R Program includes  legislative, regulatory and judicial activities and initiatives  undertaken solely for the benefit of a specific NCPA Project,  signatories to the Pooling Agreement, or a signatory to a separate  agreement with NCPA.    4.2 Cost Allocation Principles for the Specific L&R Program.  Costs  associated with the Specific L&R Program shall not be borne by  Members in general.  Such costs shall be allocated among specific  Members in the relevant NCPA Project, Pooling Agreement or  other agreement in accordance with the terms of the applicable  agreements.  Section 5. Member Services Program.  The Member Services Program  generally undertakes activities or initiatives on behalf of particular subsets of  NCPA Members that may or may not be of benefit to all Members.    5.1 Member Services Program Areas.  The Members Services Program:   5.1.1 Provides data and information to Members needed to  comply with statutory energy and environmental reporting  obligations;  5.1.2 Undertakes joint projects to promote the adoption of best  utility practices among Members; and  5.1.3 Collaborates with, and provides leadership for, statewide  compliance efforts by public power agencies to ensure that  credible and consistent data is provided to State agencies in  a manner that will help prevent future legislative intrusions  16 on local control of publicly‐owned generation, transmission  and distribution of electric energy.     5.2 Cost Allocation Principles for the Member Services Program.  Cost  associated with the Member Services Program shall be allocated in  accordance with the following principles:  5.2.1 Member Services Staff. The  costs associated with the  provision of services noted in section 5.1 , and the cost  (including all allocated overheads) of one (1) dedicated  NCPA Member Services Program staff person, shall be  allocated amongst all Members in accordance with the L&R  Program Cost Allocation set forth in Schedule 1.00, as  amended from time to time.    5.2.2 Other Member Services Program Costs.  Costs associated with  other Member Services projects, activities and initiatives  shall be allocated based on each Member’s involvement in a  particular  Member Services project, activity or initiative,   and where applicable, the terms and conditions of any  applicable agreements by and among Members and NCPA  for discrete Member Services Program projects, activities or  initiatives.  Section 6. Member Commitments.    6.1 Existing Members.  The L&R Program benefits all Members.  It is  an integral portion of NCPA’s core function and is necessary in  order to protect the investments NCPA and its Members have  made in their public power assets.  It is therefore mandatory for all  Members of NCPA to become a signatory to this Agreement.    17 6.2 New Members.  Following the Effective Date of this Agreement,  any new Member of NCPA who becomes a signatory to the Joint  Powers Agreement must also concurrently become a signatory to  this Agreement, except as provided in Section 6.2.1.    6.2.1 Exceptions. The Commission may, by a unanimous vote and  due to a special, unique or legal circumstance, exempt a  Member from the requirement that it become a signatory to  this Agreement when it becomes a signatory to the Joint  Powers Agreement, and approve a Resolution setting forth  the specific terms of that individual Member’s participation  in and cost allocation under the L&R Program; provided  however, that the Commission may concurrently limit the  authority to participate in the L&R Program for any Member  granted such an exemption, including that Member’s voting  authority on the L&R Committee as set forth in Section 8.2.    6.3 L&R Program Costs.  Each Member agrees to and acknowledges its  mandatory obligation to pay its L&R Program Cost Allocation  invoiced in its All Resources Bill.    6.3.1 Participation and Costs.  Any Member may elect to represent  itself, or not participate in whole or in part in any portion of  the General L&R Program, Specific L&R Program or  Member Services Program; provided however, that any such  decision shall not relieve any Member of its mandatory  obligation to pay its L&R Program Cost Allocation.    6.3.2 Exceptions to Cost Obligation. The Commission may, by a  unanimous vote and due to a special, unique or legal  circumstance, adopt a resolution which exempts a Member  18 from paying all or a portion of the costs associated with the  General L&R Program, Specific L&R Program and Member  Services Program, and setting forth the terms of that  individual Member’s cost allocation under the L&R  Program; provided however, that such an adjustment to a  Member’s cost allocation may, in the Commission’s  discretion, concurrently limit that Member’s authority to  participate in the L&R Program, including that Member’s  voting authority on the L&R Committee as set forth in  Section 8.2.  Exceptions granted pursuant to this Section  shall be reflected in that Member’s L&R Program Cost  Allocation.   Section 7. Strategic Plan and Annual Budget.    7.1 Each year, NCPA shall present to the L&R Committee a proposed  Annual L&R Program Strategic Plan.  The proposed Annual L&R  Program Strategic Plan shall outline proposed: (1) initiatives, goals,  priorities and objectives for the L&R Program, including  identification of those that fall within the General L&R Program,  Specific L&R Program and the Member Services Program; and (2)  budgets for the L&R Program, including individual budgets for the  General L&R Program, Specific L&R Program and the Member  Services Program.    7.2 Following approval by the L&R Committee, the proposed Annual  L&R Program Strategic Plan shall be presented to the Commission  for its consideration and adoption as part of NCPA’s Annual  Budget review process.    19 7.3 The Annual L&R Program Strategic Plan adopted by the  Commission shall serve as the basis for the Commission’s  development of the L&R Program’s budget which shall be a part of  the Annual Budget.    7.4 The Commission shall apply the L&R Program Cost Allocation set  forth in Schedule 1.00 to the L&R Program’s budget to determine  each Member’s equitable share of L&R Program costs, except as  otherwise provided for in this Agreement.     7.5 NCPA shall operate the L&R Program in accordance with the  adopted L&R Program Strategic Plan and within the monetary  parameters of the Annual Budget adopted by the Commission.  Section 8. L&R Committee.  The L&R Committee shall consider and report  upon all matters relating to state and federal law referred to it by the NCPA  Commission or by the General Manager and shall serve as an advisory  committee on L&R matters in accordance with the NCPA Rules of Procedure.  8.1 Establishment of the L&R Committee.  The L&R Committee exists  in accordance with the provisions of the NCPA Rules of Procedure.  The L&R Committee shall consist of one or more representatives  appointed by each Member, which representatives shall be the  Member’s designated voting representative on the NCPA  Commission, that Member’s Utility Director, or a designated  Alternate NCPA Commissioner of that Member.    8.1.1 Designation of Alternate Representative.  Each Member may  also designate a temporary alternate representative for an  L&R Committee meeting, in accordance with the following  procedure:    20 8.1.1.1. A Member must notify the General Manager in  writing of the identity of its alternate  representative in advance of the L&R  Committee meeting at which that alternate  representative intends to participate and vote.   Such notification must be signed by either the  Member’s designated voting representative on  the NCPA Commission or that Member’s  Utility Director;   8.1.1.2. In advance of the L&R Committee meeting at  which that alternate representative intends to  participate and vote, the Member must sign  and submit a form to NCPA, using a form to be  prepared by NCPA specifically for that  purpose, to the General Manager, stating that  the alternate representative’s vote on L&R  Committee matters is binding on that Member,  and such form must be signed by the alternate  representative and the Member’s designated  voting representative on the NCPA  Commission or that Member’s Utility Director.  8.2 Voting.   Except as provided in section 8.2.1, each Member shall be  entitled to cast one vote.   If a Member has designated more than  one L&R Committee Representative, then the voting representative  shall be first the Memberʹs Commissioner, or in the absence of the  Commissioner, the Utility Director, or in the absence of both the  Commissioner and the Utility Director, a Member’s Alternate  21 Commissioner, and in the absence of all the prior positions, the  temporary alternate designated pursuant to Section 8.1.1.     8.2.1 Limitations.  8.2.1.1. Specific L&R Program. Only Members  participating in the relevant project, Pooling  Agreement, or other agreement shall be  entitled to vote, in accordance with the  applicable Project Agreement, Pooling  Agreement or other agreement.  8.2.1.2. Member Services Projects, Activities, & Initiatives.  Only Members participating in a particular  Member Services Program project, activity or  initiative (pursuant to section 5.2.2) shall be  entitled to vote on matters related to that  project, activity or initiative.  8.2.1.3. Limited Members. Notwithstanding the  foregoing, and except as otherwise provided  by the Commission resolution granting an  exception, any Member that has been granted  an exception pursuant to Section 6.3.2 of this  Agreement shall not be entitled to voting  representation on the L&R Committee, but  may designate one non‐voting representative  and one or more non‐voting alternates.  Such  Members shall be entitled to receive notices of  and to attend all regular and special meetings  of the L&R Committee.    22 8.3 L&R Committee Rules of Procedure.  The Commission in its  discretion may establish rules of procedure for the L&R Committee.  Section 9. Administration of Agreement. The Commission has sole overall  responsibility and authority for the administration of this Agreement.    NCPA  shall undertake L&R Program activities in accordance with the Annual Budget  and Annual L&R Program Strategic Plan adopted by the Commission.  Any acts,  decisions or approvals taken, made or sought by NCPA under this Agreement  shall be taken, made or sought, as applicable, in accordance with NCPA’s  Constitutive Documents.  Section 10. L&R Program Schedules.  L&R Program Schedules may be  established for the implementation of this Agreement.  L&R Program Schedules  can provide detailed descriptions, procedures, protocols and guidelines  (including operating and cost recovery procedures) for the operation of the L&R  Program.  The L&R Program Schedules may be adopted, amended or deleted by  the NCPA Commission after receiving the recommendation of the L&R  Committee.  Upon Commission approval, adoptions, amendments, or deletions  of L&R Program Schedules shall be effective immediately without the necessity  of approval by the governing board or commission of any Member.  NCPA shall  upon adoption, amendment or deletion of an L&R Program Schedule ensure that  each Member is promptly provided notice of such adoption, amendment or  deletion.  In the event of a conflict between this Agreement and any L&R  Program Schedule, this Agreement shall govern.    Section 11. Effectiveness of Agreement.  This Agreement became effective on  the Effective Date.   Section 12. Term and Termination.  The Term of this Agreement for each  Member is concurrent with each Member’s membership in NCPA.  If a Member  withdraws from NCPA, then this Agreement shall terminate as to that Member,  23 but shall remain in effect for all other Members.  Any cost or liability arising  prior to withdrawal from membership and remaining undischarged as of the  effective date of withdrawal from NCPA shall continue and the withdrawing  Member shall be  required to satisfy such costs or liabilities as a condition of  withdrawal from NCPA.  Section 13. Miscellaneous  13.1 Confidentiality.  All Parties acknowledge that, from time to time,  the information provided to them as a part of the L&R Program  will be politically and commercially sensitive and may be  confidential or trade secret information. The Parties will keep  confidential all confidential or trade secret information made  available to them in connection with this Agreement or the L&R  Program to the extent possible, consistent with applicable laws,  including the California Public Records Act.  It shall be the  responsibility of the holder of the claim of confidentiality or trade  secret to defend at its expense against any request that such  information be disclosed.  Confidential or trade secret information  shall be marked or expressly identified as such.   13.2 Indemnification and Hold Harmless.  To the maximum extent  permitted by law and subject to the provisions of Section 13.4, each  Member agrees to indemnify, defend and hold harmless NCPA and  its Members, including their respective governing officials, officers,  agents, and employees, from and against any and all claims, suits,  losses, costs, damages, expenses and liability of any kind or nature,  including reasonable attorneys’ fees and the costs of litigation,  including experts (“Claims”), to the extent caused by any acts,  omissions, breach of contract, negligence (active or passive), gross  24 negligence, recklessness, or willful misconduct of a Member, its  governing officials, officers, employees, subcontractors or agents  arising out of or connected with this Agreement.    13.3 Separate Liabilities.  No Member shall be liable under this  Agreement for the obligations of any other Member, and each  Member shall be solely responsible and liable for performance of its  obligations under this Agreement, except as otherwise provided for  herein.  The obligation of each Member under this Agreement is a  separate obligation and not a joint obligation with those of the  other Members.  13.4 No Consequential Damages.  FOR ANY BREACH OF ANY  PROVISION OF THIS AGREEMENT FOR WHICH AN EXPRESS  REMEDY OR MEASURE OF DAMAGES IS PROVIDED IN THIS  AGREEMENT, THE LIABILITY OF THE DEFAULTING PARTY  SHALL BE LIMITED AS SET FORTH IN SUCH PROVISION, AND  ALL OTHER DAMAGES OR REMEDIES ARE HEREBY WAIVED.   IF NO REMEDY OR MEASURE OF DAMAGE IS EXPRESSLY  PROVIDED, THE LIABILITY OF THE DEFAULTING PARTY  SHALL BE LIMITED TO ACTUAL DAMAGES ONLY AND ALL  OTHER DAMAGES AND REMEDIES ARE HEREBY WAIVED.  IN  NO EVENT SHALL NCPA OR ANY MEMBER OR THEIR  RESPECTIVE SUCCESSORS, ASSIGNS, REPRESENTATIVES,  DIRECTORS, OFFICERS, AGENTS,  OR EMPLOYEES BE LIABLE  FOR ANY LOST PROFITS, CONSEQUENTIAL, SPECIAL,  EXEMPLARY, INDIRECT, PUNITIVE OR INCIDENTAL LOSSES  OR DAMAGES, INCLUDING LOSS OF USE, LOSS OF  GOODWILL, LOST REVENUES, LOSS OF PROFIT OR LOSS OF  25 CONTRACTS EVEN IF SUCH PARTY HAS BEEN ADVISED OF  THE POSSIBILITY OF SUCH DAMAGES, AND NCPA AND  EACH MEMBER EACH HEREBY WAIVES SUCH CLAIMS AND  RELEASES EACH OTHER AND EACH OF SUCH PERSONS  FROM ANY SUCH LIABILITY.  The Parties acknowledge that California Civil Code section  1542 provides that: “A general release does not extend to claims  which the creditor does not know or suspect to exist in his or her  favor at the time of executing the release, which if known by him or  her must have materially affected his or her settlement with the  debtor.”  The Parties waive the provisions of section 1542, or other  similar provisions of law, and intend that the waiver and release  provided by this section of this Agreement shall be fully  enforceable despite its reference to future or unknown claims.  13.5 Amendments.  Except as provided in Section 8 of this Agreement,  this Agreement may be amended only by written instrument  executed by all of the Parties with the same formality as this  Agreement.    13.6 Severability.  In the event that any of the terms, covenants or  conditions of this Agreement or the application of any such term,  covenant or condition, shall be held invalid as to any person or  circumstance by any court having jurisdiction, all other terms,  covenants or conditions of this Agreement and their application  shall not be affected thereby, but shall remain in force and effect  unless the court holds that such provisions are not severable from  all other provisions of this Agreement.  26 13.7 Governing Law.  This Agreement shall be interpreted, governed by,  and construed under the laws of the State of California.  13.8 Headings.  All indices, titles, subject headings, section titles and  similar items are provided for the purpose of convenience and are  not intended to be inclusive, definitive, or affect the meaning of the  contents of this Agreement or the scope thereof.  13.9 Notices.  Any notice, demand or request required or authorized by  this Agreement to be given to any party shall be in writing, and  shall either be personally delivered to a Member’s Utility Director,  or in the case of NCPA to its General Manager, or transmitted to  the Member and NCPA at the address shown on the signature  pages hereof. The designation of such address may be changed at  any time by written notice given to the Secretary of the  Commission who shall thereupon give written notice of such  change to each Member.  13.10 Warranty of Authority.  Each Party represents and warrants that it  has been duly authorized by all requisite approval and action to  execute and deliver this Agreement and that this Agreement is a  binding, legal, and valid agreement enforceable in accordance with  its terms as to the Member, and as to NCPA.  Upon execution of  this Agreement, each Member shall deliver to NCPA a resolution of  the governing body of such Member evidencing approval of and  authority to enter into this Agreement and an opinion of legal  counsel that such authority was duly exercised in accordance with  such Member’s Constitutive Documents.   13.11 Counterparts.  This Agreement may be executed in any number of  counterparts, and each executed counterpart shall have the same  27 force and effect as an original instrument and as if all the  signatories to all of the counterparts had signed the same  instrument. Any signature page of this Agreement may be  detached from any counterpart of this Agreement without  impairing the legal effect of any signatures thereon, and may be  attached to another counterpart of this Agreement identical in form  hereto but having attached to it one or more signature pages.  13.12 Assignment.  No Member may assign or otherwise transfer their  rights and obligations under this Agreement without the express  written consent of NCPA.    28 IN WITNESS WHEREOF, each Member has executed this Agreement with  the approval of its governing body, and NCPA has authorized this Agreement in  accordance with the authorization of its Commission.      NORTHERN CALIFORNIA   POWER AGENCY  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]      _____________________________   By:__________________________   Title: __________________________   Date:     Approved as to form:    _____________________________   By:__________________________   Its: General Counsel   Date:          CITY OF ALAMEDA  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]        _____________________________   By:__________________________   Title: __________________________   Date:     Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        29   SAN FRANCISCO BAY AREA RAPID  TRANSIT   [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: General Counsel   Date:        CITY OF BIGGS  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: __________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        CITY OF GRIDLEY  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        CITY OF HEALDSBURG  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        30   CITY OF LODI  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        CITY OF LOMPOC  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        CITY OF PALO ALTO    [Address]  [City, State, Zip]  [Telephone]  [Facsimile]      _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:      PLUMAS‐SIERRA RURAL  ELECTRIC COOPERATIVE  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]      _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: General Counsel   Date:      31   CITY OF OAKLAND, acting by and  through its BOARD OF PORT  COMMISSIONERS  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: General Counsel   Date:    CITY OF REDDING  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:      CITY OF ROSEVILLE    [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        CITY OF SANTA CLARA    [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        32 TRUCKEE DONNER PUBLIC   UTILITY DISTRICT   [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: General Counsel   Date:              CITY OF UKIAH  [Address]  [City, State, Zip]  [Telephone]  [Facsimile]    _____________________________   By:__________________________   Title: ________________________   Date:      Approved as to form:    _____________________________   By:__________________________   Its: City Attorney   Date:        1830525.2 33   INDEX OF L&R PROGRAM SCHEDULES    Schedule  Page  0‐00 Introduction to L&R Program Schedules   1‐00 L&R Program Cost Allocation     34 L&R PROGRAM AGREEMENT  L&R Program Schedule 0‐00    INTRODUCTION TO L&R PROGRAM SCHEDULES    Separate L&R Program Schedules will be established for this Agreement and  related purposes, as appropriate, pursuant to Section 7 of this Agreement.  L&R  Program Schedules will provide detailed descriptions, protocols, principles,  guidelines and procedures (including operating and cost recovery procedures)  for the L&R Program pursuant to this Agreement.      For NCPA Projects and Activities for which another Agreement is executed  between NCPA and its Members, the L&R Program Schedule will supplement,  and not supersede, such Agreements with respect to the L&R Program.      NCPA L&R Program Schedules shall provide for:     o L&R Program Cost Allocation; and  o Other topics as needed in the future.    Additional L&R Program Schedules may be established to provide guidance  regarding the L&R Program, or for other aspect of the implementation of this  Agreement.     Definitions as set forth in Section 1 of this Agreement shall have the same  meaning in the L&R Program Schedules.   35 NCPA L&R PROGRAM AGREEMENT  L&R Program Schedule 1‐00    L&R PROGRAM ALLOCATION      Approved Allocation Methodology for the Legislation and Regulatory Program Per Commission Action on November 18, 2010 Resolution 10-106 Five Year Phase in Plan FY 2012 FY 2013 FY 2014 FY 2015 FY 2016 Legislative Program (State and Federal) 50% of costs (non pass through) allocated by Equal Shares among all participating members 10.00% 20.00% 30.00% 40.00% 50.00% 50% of costs (non pass through) allocated by Energy Shares from previous calendar year 90.00% 80.00% 70.00% 60.00% 50.00% Regulatory Program (State and Federal) 50% of costs (non pass through) allocated by Equal Shares among all participating members 10.00% 20.00% 30.00% 40.00% 50.00% 50% of costs (non pass through) allocated by Energy Shares from previous calendar year 90.00% 80.00% 70.00% 60.00% 50.00% Member Services 50% of costs (non pass through) allocated by Equal Shares among all participating members 41.86% 56.39% 70.93% 85.46% 100.00% 50% of costs (non pass through) allocated by Energy Shares from previous calendar year 58.14% 43.61% 29.07% 14.54% 0.00% Judicial Action - Green House Gas Reduction Initiative (same as Regulatory Program) 50% of costs (non pass through) allocated by Equal Shares among all participating members 10.00% 20.00% 30.00% 40.00% 50.00% 50% of costs (non pass through) allocated by Energy Shares from previous calendar year 90.00% 80.00% 70.00% 60.00% 50.00% Western Costs of program allocated based on adjusted share of Western Base Resource Percentages   Source: NCPA Commission Resolution 10‐106.  City of Palo Alto (ID # 2761) City Council Staff Report Report Type: Consent Calendar Meeting Date: 5/21/2012 May 21, 2012 Page 1 of 4 (ID # 2761) Summary Title: BAO and Contract with DTN Engineers for Electrical/Mechanical Systems Design Title: Adoption of a Budget Amendment Ordinance in the amount of $249,918 to Provide an Additional Appropriation for the Electrical/Mechanical Systems Upgrade Project at the Regional Water Quality Control Plant (WQ-80021); and Approval of a Wastewater Treatment Enterprise Fund Contract with DTN Engineers, Inc. in a Total Amount Not to Exceed $249, 918 for Electrical/Mechanical Systems Design at the Regional Water Quality Control Plant-Capital Improvement Program WQ-80021 From: City Manager Lead Department: Public Works Recommendation Staff recommends that Council: 1. Adopt the Budget Amendment Ordinance in the amount of $249,918 (Attachment A) to provide an additional appropriation for the Electrical/Mechanical Systems Upgrade Project at the Regional Water Quality Control Plant (WQ-80021); and 2. Approve and authorize the City Manager or his designee to execute the attached contract with DTN Engineers, Inc. (Attachment B) in a not to exceed amount of $249,918 for engineering services for the Electrical/Mechanical Building Systems Upgrade Project at the Regional Water Quality Control Plant - Capital Improvement Program Project WQ- 80021; including $223,118 for basic services and $26,800 for additional services. Discussion May 21, 2012 Page 2 of 4 (ID # 2761) The Administration Building was originally constructed in 1975 to house advanced wastewater treatment systems for recycled water treatment. The advanced wastewater treatment system was decommissioned in 1986 and subsequently removed. Important recycled water pumps, motor controls, electrical, mechanical, and control systems still reside in the Administration Building. The Administration Building has undergone several modifications in recent years. The existing electrical systems are deficient in several aspects: (a) the existing electrical system is the original system and original manufacturer parts are no longer available, (b) the system does not meet the latest building code regulations, and (c) lacks standby emergency power backup in the event of a power disruption. Emergency power, in particular, is needed to support operation of the recycled water system as well as compressed air systems used to operate wastewater treatment equipment. Additional shortcomings include: (a) the recycled water distribution pumps being fed from a single source of water with no emergency backup supply and (b) the SCADA system, which provides communication and control of equipment, consists of wiring that is terminated on open terminal strips, which subjects the panel to dust and risk of water damage. This project will improve the reliability of the existing systems by providing emergency backup supplies and protective enclosures. The upgraded electrical system will meet code requirements, be above the flood elevation, include a back-up power source, and be properly sized for current and possible future needs. Scope of Services Description The scope of work includes design of a new electrical system with emergency backup power supply, a second source of water supply to the recycled distribution pumps, and protection for the SCADA system. The work also includes assisting the City during bidding, providing technical support during construction, and preparing the as-constructed record drawings for the project. Summary of Solicitation Process Proposal Title/Number Consulting Services for Administration Building Systems Upgrade Project At The Regional Water Quality Control Plant - RFP No. 144855 Proposed Length of Project 18 months May 21, 2012 Page 3 of 4 (ID # 2761) Number of Solicitations for Proposal mailed &/or emailed 10 Total Days to Respond to Proposal 36 Pre-proposal Meeting Date February 15, 2012 Number of Company Attendees at Pre- proposal Meeting 7 firms Number of Proposals Received: 6 Number of Companies Interviewed 4 Range of Proposal Amounts Submitted $182,590 to $263,608 Evaluation of Proposals An evaluation committee consisting of the RWQCP staff reviewed the proposals. Four firms were invited to participate in oral interviews on March 26, 2012. The committee carefully reviewed each firm's qualifications and submittal in response to the criteria identified in the RFP. The criteria used to evaluate the proposing firms included: quality and completeness of proposal; quality, performance, and effectiveness of the work plan; proposer's experience; proposer's ability to perform the work within the time specified; cost; proposer's financial stability; proposer's prior record of performance with the City; and proposer's compliance with applicable laws and regulations. DTN Engineers, Inc. was selected because of its innovations, understanding of project requirements, relevant project experience, and knowledge of project solutions. Resource Impact Funding of $249,918 from CIP Project WQ-04011, Facility Condition Assessment and Retrofit, will be transferred to CIP Project WQ-80021 via the attached Budget Amendment Ordinance (BAO). The additional funds from the BAO will cover the cost of the contract with DTN Engineers, Inc. There is no net change in the reserves of the Wastewater Treatment Fund. Policy Implications Authorization of this project does not represent a change in existing policies. Environmental Review This project is exempt from review under the California Environmental Quality Act pursuant to CEQA Guidelines Section 15301 (b), which includes repair and May 21, 2012 Page 4 of 4 (ID # 2761) maintenance of publicly-owned wastewater facilities involving negligible expansion. Attachments: A: Budget Amendment Ordinance (DOC) B: DTN Engineers Contract (PDF) Prepared By: James S. Allen, Manager, WQCP Department Head: J. Michael Sartor, Director City Manager Approval: ____________________________________ James Keene, City Manager Attachment A ORDINANCE NO.xxxx ORDINANCE OF THE COUNCIL OF THE CITY OF PALO ALTO AMENDING THE BUDGET FOR THE FISCAL YEAR 2012 TO PROVIDE AN ADDITIONAL APPROPRIATION OF $249,918 TO CAPITAL IMPROVEMENT PROGRAM PROJECT NUMBER WQ-80021 PLANT EQUIPMENT REPLACEMENT The Council of the City of Palo Alto does ordain as follows: SECTION 1. The Council of the City of Palo Alto finds and determines as follows: A. Pursuant to the provisions of Section 12 of Article III of the Charter of the City of Palo Alto, the Council on June 20, 2011 did adopt a budget for fiscal year 2012; and B. In fiscal year 2012, the Council did not adopt a budget for CIP Project WQ-80021, Plant Equipment Replacement, within the Wastewater Treatment Fund; and C. Included in CIP Project WQ-80021 is the project at the Regional Water Quality Control Plant for upgrading the electrical system in the administration building. This project will improve the reliability of the existing systems by providing emergency backup supplies and protective enclosures; and D. A Request for Proposal was solicited for the design of a new electrical system. Bids were received from six qualified vendors and DTN Engineers, Inc. was selected with a bid of $223,118 for basic services, and $26,800 for additional services; and E. The existing appropriation balance of CIP Project WQ- 80021 includes amounts carried forward from the prior fiscal year for other items and is not sufficient to cover the costs of the contract with DTN Engineers, Inc. An additional appropriation of $249,918 is needed; and F. Funding of $249,918 from CIP Project WQ-04011, Facility Condition Assessment and Retrofit, will be transferred to CIP Project WQ-80021, Plant Equipment Replacement. G. City Council authorization is needed to amend the 2012 budget as hereinafter set forth. SECTION 2. The sum of Two Hundred Forty-Nine Thousand Nine Hundred Eighteen Dollars ($249,918) is hereby transferred from CIP Project WQ-04011, Facility Condition Assessment and Retrofit, to CIP Project WQ-80021, Plant Equipment Replacement. SECTION 3. The sum of Two Hundred Forty-Nine Thousand Nine Hundred Eighteen Dollars ($249,918) is hereby appropriated to CIP Project WQ-80021, Plant Equipment Replacement. SECTION 4. As specified in Section 2.28.080(a) of the Palo Alto Municipal Code, a two-thirds vote of the City Council is required to adopt this ordinance. SECTION 5. As provided in Section 2.04.330 of the Palo Alto Municipal Code, this ordinance shall become effective upon adoption. SECTION 6. This project is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15301 (b), which includes maintenance of publicly-owned wastewater facilities involving negligible expansion. INTRODUCED AND PASSED: AYES: NOES: ABSTENTIONS: ABSENT: ATTEST: APPROVED: City Clerk Mayor APPROVED AS TO FORM: City Manager Sr. Assistant City Attorney Director of Public Works Department Director of Administrative Services City of Palo Alto (ID # 2535) City Council Staff Report Report Type: Consent Calendar Meeting Date: 5/21/2012 May 21, 2012 Page 1 of 2 (ID # 2535) Summary Title: Approval of Amendment to Agreement with Casa Olga Title: Approval of Amendment No. 2 to an Agreement Between the City of Palo Alto and Casa Olga Relating to the University Avenue Area Off-Street Parking Assessment District From: City Manager Lead Department: Administrative Services Background In Fiscal Year 2000-01, a downtown parking assessment district was formed to build two new, multistory garages in the downtown area and to refinance prior district debt. The garages (one on High Street and one on Bryant Street) were built to accommodate additional parking demand in the downtown from employees and shoppers and to alleviate parking in residential areas. Property owners within the assessment district voted to self-assess themselves under Proposition 218 guidelines in order to pay for the bonds to construct the garages. One property owner, Casa Olga, made a reasonable claim at that time that the formula used for allocating assessment costs (requirement of 1 parking space per 250 square feet) did not properly reflect parking needs since its building was structured as a convalescent care facility. In order for the assessment district to move forward, an agreement was reached with Casa Olga that of the 195 spaces assessed, Casa Olga would be reimbursed on an annual basis for 117 spaces and Casa Olga would pay for 78 spaces. This agreement was approved by Council on March 19, 2001 (CMR: 177:01). With Bond Counsel approval, the annual reimbursement to Casa Olga has been paid using proceeds from the 2001 bond issue. May 21, 2012 Page 2 of 2 (ID # 2535) Discussion Recently, Casa Olga has entered into a 50 year lease agreement with a hotel company, Joie de Vivre. There is an opportunity to terminate the current agreement with Casa Olga by using available proceeds to pay the net present value of the future stream of payments to Casa Olga. This value is $466,452. This payment will eliminate the burden of administering the agreement since Joie de Vivre would then pay the full annual assessment for 195 spaces. Staff recommends that the old agreement with Casa Olga be ended by approving the attached document. Attachments: Attachment A: Agreement for Casa Olga Off Street Parking Assessment (PDF) Prepared By: Joe Saccio, Assistant Director of Administrative Services Department Head: Lalo Perez, Director City Manager Approval: ____________________________________ James Keene, City Manager City of Palo Alto (ID # 2039) City Council Staff Report Report Type: Meeting Date: 5/21/2012 May 21, 2012 Page 1 of 12 (ID # 2039) Summary Title: Art Center/Main Library Connectivity Title: Selection of Option for Connectivity Between the Art Center and the Main Library (CIPs PE-11000, PF-07000) From:City Manager Lead Department: Public Works Recommendation Staff recommends that Council: 1.Approve the removal of a redundant driveway in front of the Art Center, installation of a plaza area between the Art Center and Main Library, removal of a parking lot shed (Component I of Options A, B C and D, defined below); and 2.Approve the construction of a vehicular connector and an accessible path between the Art Center and Main Library parking lot and removal and relocation of impacted community garden plots. (Component II of Option A defined below). An existing redwood tree would be retained and the connector driveway would be curved as much as feasible so as to slow traffic. (Recommendation 1 and 2 together form Option A, discussed herein). Or, as an alternative to Recommendation No. 2,one of the following three Options: 4.Approve the construction of a bicycle and pedestrian connection and an accessible path between the Art Center and Main Library parking lot and removal and replacement of impacted community garden plots. (Component II of Option B defined below). May 21, 2012 Page 2 of 12 (ID # 2039) 5.Direct staff to design and construct a bicycle/pedestrian connecting path which is adjacent to, (but not impacting) the Community garden plots (Option C). 6.Direct staff not to construct a new connector between the Arts Center and Library parking lot (Option D). Executive Summary Staff is recommending approval of a project to connect the Art Center and Main Library into a more cohesive campus, restructuring the space between the two buildings to improve pedestrian links and safety, and to create a visually pleasing landscaped area (Component I).Staff is also recommending linking the parking lots for the two buildings with a connecting driveway to enhance visitor parking and reduce the search time for parking (Option A of Component II).Alternative types of connectors are also included in which the link is a path for pedestrians and cyclists, but not cars. Background Measure N approved $76 million in funding for improvements to the Downtown Library (PE-09005), Mitchell Park Library and Community Center (PE-09006),and the Main Library (PE-11000). Of the total funding, $18 million was allocated for the design and construction of the Main Library improvements and expansion. At a November 2010 Architectural Review Board and at a community meeting, questions were raised as to whether the Main Library site could be better integrated with the adjacent Art Center. In responding to these requests for a more campus-like feel, on July 25, 2011, Council directed Group 4 Architecture to develop conceptual options for a redesign of the landscaping and parking areas on the south side of the Main Library to provide improved parking and circulation as well as a visual connecting link with the adjacent Art Center (staff report 1438). Over the last few months, these conceptual options have been presented to the community,boards and commissions. Although these parking and circulation improvements were not included in the original cost estimates or preliminary designs in existence at the time Measure N was submitted to the voters, they fall reasonably within the scope of renovations and improvements to Main library and, to the extent they relate to the library, are expenses that may be covered by bond funds. To the extent the improvements May 21, 2012 Page 3 of 12 (ID # 2039) are proposed on Art Center property or for access to the Art Center, costs would be attributable to the general fund. Thus, the design fee for the Main Library/Art Center was shared equally between the general fund (PF-07000) and the Measure N funds for the Main Library (PE-11000). Depending upon the design option, if any, chosen by Council, the construction cost would also be shared between the general fund and the Measure N library/community center funds. Based on conceptual design of the square footage and materials for construction, costs are to be in the range of $400,000 to $500,000 for the general fund (for the Art Center’s share of the improvements) and $400,000 to $500,000 from Measure N library bond proceeds for the Main Library’s share of improvements. The design of the Main Library is nearing completion and has been reviewed at community, Historic Resources Board, Architectural Review Board and Library Advisory Commission meetings. The Main Library improvements will include small group study rooms that are acoustically separated from the rest of the existing building, and a new adjacent program space that will seat 100 people. To accommodate the new program space, the Main Library will expand by approximately 4,000 square feet from the current 21,000 square feet on the ground floor of the building (CMR:434:06). The interior of the existing library will also be reconfigured to make better use of the space. Lighting and other existing building systems will also be upgraded. All of the improvements will be made with consideration for the historic nature of the existing building. The building will be designed to Leadership in Energy and Environmental Design “Silver” level. Improvements to the Main Library will be the final component of the Measure N Bond measure projects. During the recent reviews of the Main Library, the Art Center parking and integration options were also discussed. Discussion Parking and Circulation Improvements Between the Art Center and Main Library The issue of integrating the Main Library and Art Center had originally been explored during the previous 2002 library bond, Measure D. Years later, however, renovations for the Main Library and Art Center sites later began the design process as separate projects. Because these renovations were being planned separately, under different design firms and project managers, little attention was paid to the overall integration of the campus. It was only during design development presentations of the Main Library project to the Architectural Review Board and at a community meeting in November 2010 that the issue of May 21, 2012 Page 4 of 12 (ID # 2039) improving the connection of the Art Center, Main Library and Community gardens into an overall campus site was raised again. As a result of these inquiries, Group 4 Architecture was asked to make a cursory exploration of the feasibility and cost related to making the site have a more campus-like feel. These initial designs were discussed in a joint exploratory meeting between the library and Art Center stakeholders and staff in the spring of 2011. Both groups recommended exploring the concept further. On July 25, 2011, Council approved Contract Amendment Four with Group 4 Architecture to better develop the initial designs, gather input and report the findings back to Council for further direction (staff report 1438). Group 4 Architecture and staff then met with a task force of community gardeners to gather more input and took those comments into consideration in the development of two design options. The updated design concepts, Option A and Option B, were subsequently presented to the Architectural Review Board (ARB), Historic Resources Board (HRB), Library Bond Oversight Committee (LBOC), Library Advisory Commission (LAC), Parks and Recreation Committee (PARC) and at community meetings. These two options, discussed in more detail below (and shown in Attachment A) are very similar with the exception being the driveway that would connect the two sites. The driveway in Option A is wide enough to allow cars on the driveway. The driveway in Option B is narrower and only wide enough for bicyclists and pedestrians. Site Issues Several issues related to connecting the two sites were identified as a result of the exploration of design options: Safety: -The existing driveway in front of the Art Center is used by cut- through traffic avoiding the traffic signal at Embarcadero and Newell. Combined with reduced visibility due to landscaping, this creates unsafe conditions for people accessing the parking lot. -There is little to no sight lighting provided on the campus which makes traversing the campus on foot or bicycle after daylight hours unsafe and challenging. May 21, 2012 Page 5 of 12 (ID # 2039) -The storage shed in one of the parking lots between the two sites is dark and attractive to vagrants. People are unclear if the area under the shed roof is open to the public. -During high-participation events, drivers jog from parking lot to parking lot via Newell Road, creating increased traffic and impacting a bicycle lane. Access: -No easy and clear access between sites for pedestrians or drivers Wayfinding: -Visitors new to the site often cannot easily locate individual facilities -Campus lacks an overall, cohesive plan with walkways and gathering spots -Parking: The community has expressed concerns about insufficient site parking during large events. With a new community room planned for the Main Library and anticipated increased visitors to the Art Center, parking demands may increase. In addition, no additional parking was ever provided for gardeners with the creation of the Community Gardens. There are four separate parking lots on the campus, three of which are linked (Art Center side) and one of which is not (Library side). Site Utilization: -There are significant areas of the campus that are underutilized by the community because they are inaccessible and the landscaping is not inviting Design Options Several conceptual design options were originally developed by Group 4 Architecture in response to the site issues and presented to Council in July 2011 (see staff report 1438). Since that time and working with library and Art Center staff and gardeners,two options have been refined as follows: -Option A: - Component I:Remove the redundant driveway in front of the Art Center to reduce hazards caused by speeding and cut-through traffic May 21, 2012 Page 6 of 12 (ID # 2039) from Embarcadero and Newell; reconfigure the parking area between the Art Center and Main Library entrances into a curved design to slow traffic and better align the entrances to the Art Center and Main Library; create pedestrian plazas and integrate new trees and other landscaping between the two sites; remove a storage shed in one of the parking lots in order to increase parking, - Component II: Add a new connector roadway accessible by cars, to connect the Main Library and Art Center parking areas.Removable bollards will be included in the connector design and can be inserted to restrict cars as needed for special events. -Option B: - Component I:is the same as Option A, - Component II:differs from Option A in that the driveway connecting the Main Library and Art Center sites would not be accessible to cars and could therefore be narrower. -Option C: -Component I: is the same as Option A, -Component II: following an April 19, 2012 community meeting, another option was identified, namely,the creation of an accessible, non- vehicular footpath connector adjacent to (but not impacting) the community Garden. Component II differs from Option A and Option B in that there would be no impact to the community gardens. -Option D: -Component I: is the same as Option A, -Component II: No connector between the Arts Center and the Main Library Parking Lot.The initial design and construction cost estimate for the Main Library improvements did not include any connectivity elements for the Main Library and the Art Center. -Other: Council may decide to direct staff to make some modifications to the site, such as removal of the shed in the smaller parking lot between the Art Center and Main Library,but likely not to the extent of either Option A or B. May 21, 2012 Page 7 of 12 (ID # 2039) Main Library/Art Center Integration-Summary Driveway accessible by cars? Boards and Comm. Favoring Construction Cost – Measure N portion Only Parking Difference Garden Plot Gain/Loss Option A Yes LAC, HRB, ARB $400-500K. Of this, the ‘car connector’ driveway is approx $100K -2 (less spaces than Option B) Loss and relocation of up to 12 plots; gain 800 sf elsewhere Option B No PRC $400-500K. Of this, the ‘bike + ped connector’ driveway is approx $80K +2 (more spaces than Option A) Loss and relocation of up to 12 plots; gain 800 sf elsewhere Option C No n/a $400-$500K. Of this, the ‘ped +bike path’is approximately $90K No change from current None Community Gardens Impact The Community Gardens would be impacted if either Option A or B is selected because of the construction of either a car or bike/pedestrian driveway would result in the relocation of up to 12 plots. Explorations suggest that connecting the Art Center and Library parking lots with a driveway would require the relocation of up to 12 garden plots. The plots could be relocated to an area currently used as an internal access road, which would also provide approximately a 1,000 square foot net increase in garden square feet resulting in potentially one additional garden plot. At community meetings on May 5, 2011,and April 19, 2012, gardeners associated with the Community Gardens expressed concerns about the possible loss of garden plots due to any driveway construction;the noise and safety impacts of a May 21, 2012 Page 8 of 12 (ID # 2039) driveway near the garden and the need for a buffer zone and increased parking needs resulting from the loss of approximately two parking spaces in the library parking lot needed for the driveway (see Attachment A). Gardeners questioned whether some of the lawn area at the Main Library might be used for parking, whether ‘parking lot full’ electronic signs could be employed or whether speed tables could be used to improve crossing safety in front of the Art Center. After Council approval of additional design on July 25, 2011, Group 4 Architecture met with a working group of comprised of people who have plots at the community garden to gather input on potential design options. At a subsequent community meeting on October 24, 2011, Group 4 Architecture presented the result of their more detailed design, which is reflected in Options A and B. People commenting felt that digital parking counter signs that would indicate ‘parking lot full’ were overkill for such small parking lots. Parking on the lawn is problematic given the visual impact and historic nature of the Main Library and the number of trees in the lawn area. Speed tables, which are slightly elevated crossing walkways, may be incorporated into the design to further slow vehicles that cross pedestrian crossing zones. Discussion Overall, the feedback from the gardeners was that a driveway connecting the Main Library to the Art Center through the Community Gardens might at worst be dangerous and at best be unnecessary. The Parks and Recreation Commission (PARC) and many gardeners (particularly those whose plots would be relocated) supported the idea of improving connectivity and circulation but preferred Option B, which had a connector driveway that was narrower and could not be used by cars. No redwood or oak trees would need to be removed to construct the driveway, although one other tree might need to be removed. This tree is not a heritage tree and its potential removal has been reviewed and approved by the City Arborist. The construction cost of Option B (bicycle/pedestrian option)would be approximately $10-20,000 less than Option A (car accessible)due to the difference in costs between landscaping and paving materials for the reduced road width. If the narrower bike/pedestrian connector were to be constructed, the cost of deciding years later to widen the connector to accommodate cars would be more than $20,000 due to the need to design, re-mobilize and construct (with matching materials, if possible)a wider connector. May 21, 2012 Page 9 of 12 (ID # 2039) In October and November 2011, the Library Advisory Commission (LAC), the Historic Resources Board (HRB) and Architectural Review Board (ARB) expressed support for Option A. Meeting minutes for the LAC and PARC are shown in Attachments B and C, respectively. The Library Director, Art Center Director, Library Stakeholders group and Art Center Foundation have previously expressed support for the driveway concept in Option A. The ARB liked the idea of the vehicular connecting driveway in Option A, but wanted to explore the idea of removing a redwood tree and making the driveway a straight-line connection between the Main Library and Art Center parking lots. Members felt that a straight connection would be a more visible, obvious route to drivers, as opposed to the curved roadway shown in Option A. Staff, however, recommends that Council direct that the redwood tree remain and that the connector road should be curved so as to slow traffic. A final community meeting was held on April 19, 2012,to insure that all comments from adjacent residents (especially those on Walnut Drive)were aware of the project and had the opportunity to comment. Postcards and door hangers were used to publicize the meeting. Attendees were asked if there were comments or concerns about impacts to homes or yards on Walnut. No concerns about impacts to locations on Walnut Drive were raised. The concerns raised at the meeting were in large part the same ones raised at earlier meetings-impacts to the garden, safety, disrupting the ‘rural” feel of the location, and parking issues Resource Impact Design costs to complete the design of either Option A B, or C have already been included in Amendment 4 with Group 4 Architecture and, since the improvements benefit each site, costs were evenly split between the Art Center (CIP PF-07000) and the Main Library (PE-11000) at $53,843 apiece. Funding for the construction of either Option A or B will be included as part of the upcoming Main Library CIP budget proposal for FY 2013 for the Main Library (PE-11000). Various code compliance and deferred maintenance improvements approved by Council in July 2011 (Staff Report 1438)will also be included in the upcoming FY 2103 budget proposal. All of these additional improvements are consistent with necessary renovations to the Main Library and have been determined to be bondable expenses.Option C, which is for a smaller footpath that does not impact the May 21, 2012 Page 10 of 12 (ID # 2039) garden at all, would be less costly than either Option A, and could be covered within the upcoming FY 2103 budget for the Main Library. The estimated construction costs of $800,000 to $1 million would be shared between the Art Center and Main Library projects. The construction cost can be better determined once materials are selected through the board and commission review process. Assuming that the parking lots and driveway are equally used by Art Center and Library patrons, a 50 percent ($400,000 to $500,000) cost allocation to each project (PE-11000, Main Library and PF-07000, Art Center Renovation) could be assumed. Funding for the non-bondable portion of the work would come from construction cost savings of approximately $300,000 from the Art Center renovation now underway (PF-07000) and the remaining $200,000 would come from a Budget Amendment Ordinance from the Infrastructure Reserve.Bollards will be added to the connector design and can be used as needed to restrict cars some or part of the time. The project cost for the Main Library was originally estimated at $18 million and has recently been updated to $20 million by the construction manager, Turner Construction. Of this increase, roughly $1.5 million was due to the July 25, 2011, approval by Council of deferred maintenance, code compliance and other enhancements (staff report #1438). The remaining $500,000 cost increase is due to $500,000 that was budgeted for any approval of improved connectivity between the Art Center and Main Library. Even assuming the updated Main Library project cost of $20 million, and if the Mitchell Park Library and Community Center costs were to increase to the level of the original $50 million budgeted for Measure N, the overall library bond measure costs would still be roughly $7 million below the bond limit of $76 million. Policy Impacts The Art Center and Main Library site integration was not considered nor discussed at any public meetings leading up to the Measure N bond,but only became identified during the public review process of the Main Library. The integration of the Art Center and Main Library sites is a renovation that would contribute to the functionality of the library building and enhance the user experience by improving circulation and parking for the building. The City’s bond counsel has determined that these added costs related to the May 21, 2012 Page 11 of 12 (ID # 2039) library are bondable under Measure N as renovations that will serve the newly expanded building. While staff recommends approval of Option A, it should be noted that adding this improvement will have an impact on property assessments because bonds will need to be issued in an amount sufficient to cover the initial project cost and newly proposed renovations, including the connectivity component. However, based on current cost estimates for all Measure N work, the expected, final assessment for property owners is well within $76 million approved in Measure N. Timeline If a design option is selected by Council, the design would be completed and advertised for construction bids as part of the overall Main Library construction package. Specifics of the connectivity design such as materials, colors and plantings would be reviewed by the ARB and HRB along with any design items that relate to the Main Library building. Staff would work with the gardeners and PARC for items that pertain specifically to the community garden. If a connector between the Art Center and Main Library is approved by Council, those plots impacted by the connector driveway would be closed shortly before construction and relocated to another area. Staff will work with impacted gardeners prior to the start of construction to determine the best means of, and season for moving existing garden beds, materials and plants. With the exception of the time needed to move impacted garden plots, gardeners should have access to their plants throughout the construction period via the Art Center parking lot off of Embarcadero Road. The Downtown Library re-opened on July 16, 2011,and the Mitchell Park Library and Community Center is currently estimated to re-open to the public in early 2013. The design for the Main Library is approximately 90 percent complete and the plans are expected to be ready to bid in November or December of 2012. Construction on the Main Library is expected to last 14 to 16 months. The temporary Main Library will be located in the Art Center Auditorium which is now under construction as part of the Art Center renovation. It is expected to be opened to the public once the Main Library has closed. Environmental Review On July 21, 2008, the Council confirmed the Director of Planning and Community May 21, 2012 Page 12 of 12 (ID # 2039) Environment’s approvals of a 2007 Addendum to the 2002 final Environmental Impact Report for the Main Library. Attachments: ·Attachment A: Connection Options (PDF) ·Attachment B: Library Advisory Commission meeting minutes (PDF) ·Attachment C: PARC Meeting Minutes, Oct 25, 2011 (DOC) Prepared By:Karen Bengard, Senior Engineer Department Head:J. Michael Sartor, Director City Manager Approval: ____________________________________ James Keene, City Manager Existing Site Community  Garden Art Garden Main Library Art  Center 2 Option A –Vehicle Connector 3 Option B – Pedestrian + Bike Connector  4 Option C –Option C – Pedestrian + Bike Path  5 Existing Garden Annex ‐Aerial 6 Proposed Garden Plots ‐Aerial 7 Proposed Garden Matrix 8 LAC:20111027m 1 MINUTES Library Advisory Commission (LAC) October 27, 2011 Downtown Library Community Room 270 Forest Ave. 7:00 p.m. Commissioners Present: Tolulope Akinola (7:30), Leonardo Hochberg, Eileen Landauer, Bob Moss, Theivanai Palaniappan, Mary Beth Train Staff Present: Monique le Conge, Cornelia van Aken, Evelyn Cheng Council Liaison: Greg Schmid CALL TO ORDER – Palaniappan called the meeting to order at 7:11 p.m. ORAL COMMUNICATIONS – None AGENDA CHANGES, REQUESTS, DELETIONS – The order of Agenda items #3 and #4 were switched to accommodate the public. BUSINESS 1. Establishing Rules of Conduct and Procedures at LAC Meetings  Palaniappan recommended that the Commission establish the following rules of conduct and procedures at meetings: - Adhere to time limits for agenda items. - Stay focused on the topic of discussion. - Aim to end the meeting by 9:30 p.m. If not, stop at 9:30 p.m. to assess if remaining agenda items should be moved to the next meeting. .  MOTION: Landauer moved, seconded by Hochberg. “The LAC accepts the rules of conduct and procedures as presented by the LAC Chair.” Motion passed, 5-0 (Akinola was not present at time of voting). 2. Approval of Draft Minutes of Regular Meeting on July 28, 2011  With corrections, Hochberg moved to approve minutes of Regular Meeting on July 28, 2011. Landauer seconded. Minutes were approved unanimously. APPROVED LAC:20111027m 2 3. Main Library Design update and Main Library/Art Center Connectivity Plan  Palaniappan recognized Rita Morgin, 600 Channing Ave., from the audience. Morgin spoke against the option to widen the connector between the Main Library and Art Center to allow pedestrians, bikes as well as vehicles.  Karen Bengard, Senior Engineer/Public Works, gave background on how the idea to better integrate the two buildings came about, with Group 4 Architecture developing conceptual options for a visual connecting link. These conceptual options have been presented to the community and boards and commissions.  Dawn Merkes, Group 4 Architecture, gave updates on Library projects schedule and more specifically on the Main Library building design – sustainable building strategies, additions to the building, e.g. bracing, bicycle canopies, study/program rooms, restrooms - including landscape and tree preservation plan, as well as the Main Library and Art Center campus integration concepts.  There are two options for the site integration: Option A – Road connector with concrete/cobbled textured paving, widens the connector to allow vehicles but reduces the parking count by 3 spaces Option B - Concrete path for pedestrian/bike only; adds two stalls for parking  Site integration goals are 1) Provide a safer pedestrian crossing and entry connection between the two facilities 2) Provide as much parking as practical within existing hardscape areas 3) Create a campus design that connects the Library, Art Center and Community Garden 4) Improve access to campus parking  Palaniappan recognized the following from the audience, who spoke about their concern for safety with the proposed shared space for cars, pedestrian and bikes (Option A), and their preference for Option B: - Andrew Boone, resident (nauboone@gmail.com) - Herb Borock, P.O. Box 632, Palo Alto Borock also spoke about the venue for LAC meetings, now held at Downtown Library instead of City Hall’s Council Conference Room. - Adina Levin, 1015 Fremont St., Menlo Park LAC:20111027m 3  Discussion followed, with members of the LAC providing comments, asking questions/clarification about the additions for Main Library and stating preferences regarding the site integration concepts.  MOTION: Moss moved, Landauer seconded. “That the LAC recommends Option A, with the caveat/understanding to reconfigure if any problem does arise later.” Motion passed, 5-1 (Hochberg opposing)  City Council’s discussion of the options for connectivity between the Art Center and the Main Library is scheduled for December 12 (Action item). 4. Presentation on Art for Main Library and Art Center Percent for Art Project  Le Conge introduced Larisa Usich, Vice Chair of the Public Art Commission (PAC), who gave a background of the process for selecting the public art for the Main Library and Art Center, and a presentation on the work of the artists selected for this project. The goal is to enhance the connectivity between the Art Center, Main Library and adjacent Community Gardens.  Commissioners watched the proposal video of the artists Joe O’Connell and Blessing Hancock of Tucson AZ: six interactive metal sculptures in lantern like forms for the plaza with letter cutouts forming words and narrative phrases. These sculptures are lit at night and will change colors when the public interacts with the sculptures.  Usich said the artists and PAC would like some help to refine the design and would be interested to get input on thoughts for the languages and texts to be used in the art pieces.  Members of the LAC asked questions about the art concept – where each piece will be situated, safety issue, if any, etc. – and provided comments/suggestions for moving the pieces around and for gathering some statistics on what languages and texts to use.  Usich added that the artists will be coming back in December to get community feedback.  The LAC thanked Usich for her presentation.  The contract with artist team Joe O’Connell and Blessing Hancock to create site specific artworks for the Art Center and Main Library combined percent for art project will go to Council on November 1. LAC:20111027m 4 5. Reports from LAC Subcommittees on 2011 Priorities  The three LAC sub-committees met with le Conge to discuss their work prior to the LAC meeting. Moss and Train on measurement and analytics – will focus on developing a simple dashboard and defining what the Commission wants to know/work on and why. Landauer provided a draft of dashboard metrics, with key information taken from the Library’s statistical dashboard (How the Library Served You @ http://www.cityofpaloalto.org/civica/filebank/blobdload.asp?BlobID=28746) and included information highlighting those items chosen as key projects by the LAC for the current year. Akinola and Hochberg on communication/marketing – the sub- committee is leaning towards focusing on a virtual branch for marketing opportunities, utilizing the Library website to engage patrons to access library resources and services.  Commissioners agreed to duplicate Landauer’s exercise to come up with suggestions for a dashboard to streamline the process. Staff will send out the two documents to Commissioners and comments, if any, will be given to le Conge for review and/or to collate. 6. Planning for LAC Joint Meeting with City Council on December 5, 2011  Le Conge said the date for the Joint Meeting with City Council has been moved to December 12 (new date), to coincide with Council’s discussion of the options for connectivity between the Main Library and Art Center.  Members of the LAC gave suggestions for topics of discussion at the December 12 meeting: the subcommittees’ work, why chosen and current status; virtual branch for Library; populated dashboard; Link+; e-Books; long-term takeaways - ideas on how to keep all five libraries open with existing resources; suite of services available; how to be creative to provide new needs/services to the community.  Hochberg said it would be more efficient to focus on a small number of topics, get Council’s feedback and answer questions.  Schmid encouraged the LAC to use the time to not only bring issues to Council, but to mention success stories as there is a sense of celebration with the library building projects. LAC:20111027m 5  The usual practice is for the Chair and Vice Chair to meet with the Mayor and Vice Mayor to decide on the agenda for the meeting. Palaniappan said it would be helpful if this meeting can be held before the LAC meeting on November 17. Staff will send the meeting request. LIBRARY DIRECTOR’S REPORT Le Conge provided a written report of recent library activities of interest in the packet, which included  All Palo Alto City Libraries will be closed on October 31 for a major technology upgrade that will improve its Integrated Library and Public Access Computer Systems. While the Library is closed, staff will work on special projects that do not require a working catalog, including program planning, community collaboration, and statistical analysis.  A tour of the Mitchell Park construction site is scheduled for (1) the LAC and Parks and Recreation Commission on November 4, 4 p.m, (2) the Palo Alto Library Foundation (PALF) on November 18.  Diane Lai’s first day in Palo Alto will be on November 17. She is the new Division Head, Collections and Technical Services, replacing Mary Minto who retired after 39 years of service.  Google Chromebooks (internet browsers) will be available to library users at the Downtown, Main, and Mitchell Park Temporary Libraries from November 8, 2011 through February 7, 2012. Palo Alto is the only public library that Google approached for testing its product.  September’s Library Card Sign-up campaign was very successful in encouraging City staff to visit the Downtown Library and sign up for library cards.  Update on Mitchell Park project: Construction is progressing well and 5% of the contingency has been spent to date.  Upcoming Council dates: November 7 - Report on Automated Materials Handling November 21 – Community presentation on Project Safety Net OTHER REPORTS Commissioner reports and questions:  Train said she appreciates getting copies of public letters to Council and responses from staff.  Commissioners reported on other meetings that they attended in October: Palo Alto Library Foundation Board meeting on October 11 - Train Friends of the Palo Alto Library’s Board and Annual Meeting held on October 12 – Moss Library Bond Stakeholder’s Meeting on October 4 and 13 - Hochberg LAC:20111027m 6 Council Liaison Report:  Council interviewed candidates for the LAC vacancy on October 24 and will be voting to appoint on November 7.  The submittal of the Mitchell Park Library and Community Center Monthly Construction Contract Report to Council and Council’s direction to staff to continue these reports will be scheduled in November.  Schmid looks forward to the upcoming LAC Joint Meeting with Council in December. COMMENTS AND ANNOUNCEMENTS  Commissioners agreed to continue to hold LAC meetings at Downtown Library but with a different room set-up, similar to that in the Council Conference Room, to interact effectively with the public.  Hochberg has photos available for Commissioners to review of his recent visit to a London library.  le Conge asked about a December meeting for the LAC. In recent years, the Commission did not meet in December unless there is a need to respond to Council action. AGENDA for meeting on November 17, 2011: The items suggested for the meeting are:  Staff Presentation: Youth Services, e-Readers, Strategic Planning  Planning for LAC Joint Meeting with City Council on December 12, 2011  Library Dashboard  Virtual Library Plan Hochberg moved to adjourn. THE MEETING WAS ADJOURNED AT 10:28 p.m. APPROVED October 25,2011 Approved Minutes 1 Attachment C MINUTES PARKS & RECREATION COMMISSION REGULAR MEETING OCTOBER 25, 2011 City Hall 250 Hamilton Ave Commissioners Present:Deidre Crommie, Sunny Dykwel, Jennifer Hetterly, Ed Lauing,Pat Markevitch,Daria Walsh Commissioners Absent:Paul Losch Others Present: Council Liaison Karen Holman Staff Present: Daren Anderson, Greg Betts, Sally Camozzi, Rob de Geus, Joe Vallaire I.ROLL CALL CONDUCTED BY: Sally Camozzi II.AGENDA CHANGES, REQUESTS, and DELETIONS: III.ORAL COMMUNICATIONS:Mark Petersen-Perez commented that Police Chief Dennis Burns is holding meetings behind closed doors, which he believes is a violation of the Brown Act. IV. BUSINESS: 1. Approval of Draft Minutes from the September 27, 2011 regular meeting - The September 27,2011 draft minutes were approved as amended. Approved 6:0 2.Presentation from the Friends of Palo Alto Parks –Daren Anderson introduced Susan Beale, a long-time resident of Palo Alto and a board member of the Friends of Palo Alto Parks. She said the Friends work to achieve three objectives: a. to provide funding to enrich, enhance and beautify Palo Alto Parks and Open Space Preserves; b. to foster greater public awareness, appreciation and ownership; and c. to raise funds to assist in the purchase of additional parks and open space. She went over some of the projects that they have and are currently working on together as a public/private partnership. These included working with the Kiwanis’ to provide color to the beds on Embarcadero Road and Heritage APPROVED October 25,2011 Approved Minutes 2 Park playground. The beautification and the renaming of Lytton Plaza, the Magical Bridge Project at Mitchell Park, one of the first universally accessible playgrounds in Palo Alto’s park system. Susan Beale also invited the Commissioners to come to one of their board meetings at 1950 University Avenue on the second Tuesday of each month at 11:30am. Public Comment Mark Weiss –Mr. Weiss spoke on the renaming of Lytton Plaza. He made some suggestions such as;Joan Baez, Wallace Stegner,and Goodwin Steinberg. 3.Recommendation to Council for a Park Improvement Ordinance for the installation of a restroom at Juana Briones Park –Holly Boyd with the Public Works Engineering department presented the Park Improvement Ordinance and asked for the support of the Commission. Based on a community meeting in September 2011, the public supports a restroom but preferred an alternative location.The proposed new location near the fire station would require the removal of 3 fruit trees; however they would be replaced with new trees and plantings in the vicinity of the new restrooms. The restrooms would be 20’ x 25’ with automatic locks which would be programmed to unlock at dawn and lock for the night at dusk. Public Comment Aram James –Mr. James expressed concern about locking restrooms between dusk and dawn. He suggested surveillance instead if the City is concerned about criminal activity in the restrooms. He again stated that he was in favor of a restroom for everyone’s use. Trina Lovercheck –Ms. Lovercheck spoke in support of the restroom in the park, and feels the location near fire station is a good idea. Mark Petersen-Perez –Mr. Peterson-Perez also expressed concern about vandalism, and suggested that perhaps the public could use the restroom at the fire station instead. He would like to see a green design for the new restroom that would utilize green technology such as solar panels to provide power, and would like to see no additional expense incurred to provide the restroom. Commissioner Crommie suggested placards on the restroom to provide the location of the nearest open restroom and a number for the public to call to report graffiti. She also suggested the use of a graffiti-resistant coating to protect the restroom structure.It was noted that the residents preferred the Seale Park model for the new restroom. Commissioner Dykwel commented that the City has an ordinance that closes all parks from dusk to dawn.Chair Walsh asked whether the restroom could be moved to the decomposed granite area adjacent to the basketball court as opposed to on the grass area requiring the removal of trees. Holy Boyd responded by saying the location was recommended by the public at the community meeting and further she would be APPROVED October 25,2011 Approved Minutes 3 concerned that the safety buffer zone needed for the basketball court would likely be a problem. Motion: The Parks and Recreation Commission Recommend to Council to approve the Park Improvement Ordinance for the installation of a restroom at Juana Briones Park. Passed 6:0. 4.Review updated concepts for improving the Main Library/Art Center connectivity - Rob de Geus introduced Karen Bengard, Senior Engineer Public Work Department who presented some renderings of three possible designs to improve Art Center / Main Library connectivity. Karen Bengard stated that they had four goals in mind while planning the project. a. to respect the historical character of the site; b. to embrace sustainable concepts; c. to utilize the external space to allow people to gather; and d. to integrate the design to provide a consistent campus. The plan includes removal of 11 trees, of which 8 are large juniper shrubs. A total of 21 new trees would be planted to replace these existing trees/shrubs. The goals for the integration of the space would be for safety and lighting. Two separate options were introduced; one option (A) calls for a shared roadway for cars, pedestrians and bicyclists sharing the road. Another option (B) calls for a pedestrian/bicycle pathway only. Public Comment Pingyu Liu -Mr. Liu felt the proposed renderings represented a beautiful, thoughtful design, but doesn’t want the City to spend the money since he doesn’t see the project as a necessity. He supports the proposed safety aspects but thinks signage could be used to achieve the same purpose. Andrew Boone –Mr. Boone frequently visits the Community Garden; he is concerned about a road being placed into this safe and peaceful environment. Palo Alto should be promoting more pedestrian only zones; he felt the city should be promoting safety for children over having to drive a few extra minutes to find a parking space in an adjacent lot. Rita Morgin -Ms. Morgin expressed her concern over the design featuring cobblestones. She felt the pedestrian and bicycle pathways should be handicap-accessible, paved with smooth surfaces and clear, well-lit way-finding. She supports pedestrian and bicycle- friendly pathways, but not car friendly. She also inquired about the cost of the project. Ute Engelke -Ms. Engelke supported the previous public comment and reminded the Commission that this is the year of the bicycle not the automobile. She added that she would like to see more information related to the cost and the comparison of all the options and a better understanding of the connectivity between the library and the gardens which doesn’t appear to be shown in the design concepts. Commissioner Comments APPROVED October 25,2011 Approved Minutes 4 Commissioner Crommie agreed that the proposed connection was very beautiful; but expressed concern over the need to connect parking lots. She felt there were two separate issues; the connection between buildings and the connection between parking lots.She also questioned the rationale for constructing a vehicle connector road and was not convinced it would resolve the concerns of frustrated drivers. Commissioner Markevitch suggested changing the timing for the light on Newell and Embarcadero to relieve the car-parking issue. She stated that the reason for the public’s frustration with cutting through lots is largely due to the long wait at the light at Newell and Embarcadero. She also supports a pedestrian/bicycle pathway without cars. Further discussion followed regarding the need to include Parks staff in the selection of the plantings as they will be responsible for maintaining them. Commissioners were interested to learn more about the cost of the connector road versus the bicycle pedestrian path. According to Bengard, the Library Director fully supports the vehicle road. The funding for this project would be divided 50/50 between the Art Center project budget and the library project budget. Motion: The Parks and Recreation Commission’s recommendation is Option B, the pedestrian/bicycle pathway, between the Art Center and Library. Passed: 4:2 (Commissioners Walsh and Crommie) Note –Chair Walsh opposed the motion in support of the Art Center Director and Library Director who both support a connector road for vehicles believing it would be beneficial to their respective operations. Commissioner Crommie opposed the vote for entirely different reasons, believing that an option of no path, leaving the area more natural with mulch should be considered. 5. Informational report on Public Art planned for the Main Library/Art Center Project Elise DeMarzo of the City’s Art Center presented the artists’ renderings for the proposed Art for the Art Center and Main Library connectivity. The Commission was pleased with the proposed art. Commissioner Dykwel suggested that the youth in our community come up with words and phrases to be contained in the public art such as “proactive”, “open spaces” and “innovation”. Commissioner Hetterly suggested that the lights in the art pieces shine more brightly down and less brightly up. She also suggested some words for the art such as “citizen engagement and informed” and recommended staff suggest words that speak to the communities values. APPROVED October 25,2011 Approved Minutes 5 6.Presentation and discussion on the Palo Alto Municipal Golf Course Reconfiguration Configuration -Rob de Geus provided some background information to the Commission. In his discussion he provided specific information such as: ·The cost to run the golf course is approximately $3 million a year (excludes overhead cost and debt service) ·Debt service is $650,000 ·Play decline for the last 10 years ·100,000 rounds in 1990 to 70,000 rounds in 2011 ·Palo Alto Golf Course still doing better then other local golf courses. Forrest Richardson presented the process he has gone through in coming up with the initial reconfiguration alternatives of the golf course in conjunction with the flood control project. Mr. Richardson has completed a course evaluation and study, and based on this information he has come up with various schematic design options. He has been contracted by the City separately to also prepare a master plan for the golf course. Mr. Richardson’s goals for this project include accommodating the creek mitigation, improving play, creating a more memorable golf experience (the WOW factor) and establishing a roadmap for the future. Given the current constraints, he offered 6 different solutions by providing 6 schematic design options to reconfigure the holes to accommodate the creek mitigation project. He also discussed incorporating the Baylands theme into the master plan which can be implemented right now or over the next 10 years, all with the goal of creating a better facility to include: a.New entry signage and a new road into the golf course; b.Expanded and enhanced parking with more spaces and landscaping; c.A trail system (hiking and biking) with access to food and drink or perhaps the driving range; d.An open-air cart storage building with natural ventilation; e.A high-tech range performance building; f.A public putting green; g.An expanded driving range with an estimated $30,000 per bay in projected annual revenue; h.A second putting green; i.A wedding lawn; and j.A clubhouse expansion/enhancement. Public Comment Craig Allen –Mr.Allen spoke on behalf of himself and other golfers saying that they were excited about the options being proposed. He also felt that the City by not selecting Option A and going with Option D would be beneficial to the city by drawing in more APPROVED October 25,2011 Approved Minutes 6 golfers and increase revenue. Mr. Allen was also pleased with the cooperation that SFCJPA has provided and felt it has added to the strength of the project. The Commission was then given time for comments. Council Liaison Holman asked if there were figures for the profit potential of the other options which include weddings, utilizing the restaurant for dinner, etc. Rob de Geus responded that they weren’t there yet, and they had just seen the schematics earlier that day. Commissioner Markevitch asked if it was possible to combine use of the driving range with a soccer field after 8:00pm. Forrest Richardson responded that it was possible but an analysis would be required. The driving range is currently graded for golf and not a soccer field and he is not aware of another multi-use situation Commissioner Hetterly knows golfers who would never choose Palo Alto Muni Golf Course as their first choice, and she would not support Option A. She supports the other options that would move the golf course up from the last choice course. She loves the idea of bringing the Baylands feel into the golf course, and making the restaurant into a lunch spot for the area. Commissioner Crommie is not a fan of the golf course, and thinks if we plan to keep the golf course we should make it an asset. She likes the dual-use concept, incorporating trails for hikers and bikers. She also introduced the idea of bike rentals at the golf course and feels it would make a better entry to biking at the Baylands. She also suggested a name change for the course to Palo Alto Baylands Golf Course. In response to Commissioner Crommie’s questions about the levy trail, Kevin Murray (SFCJPA) responded that trail improvements are planned in the project which would include improved connection to the Bay Trail to the north and south. Also, there will be improved access and a wider trail from 12 to 16 feet wide. Commissioner Lauing was really impressed with the architectural design of the proposed buildings and also impressed with the price. He feels there would be many opportunities for programming and he envisions it becoming another community center. His concern is that in the past, Council has not been supportive of investments in the golf course, but thinks this architectural design could prove to be a spectacular community center. Chair Walsh believes it is critical to find new and creative ways to increase resident use and participation of the golf course. If this becomes a place Palo Alto residents will go and use, they will value it. She also recommends the plans for the golf course and APPROVED October 25,2011 Approved Minutes 7 buildings are as environmentally friendly as possible which will appeal to the community. 7. Recommendation to revise Municipal Code 22.04.180 to place limits on amplified sound at Lytton Plaza –Daren Anderson reviewed the recommendation of amending the existing Ordinance 22.04.180 (Parks and Recreation Building Use and Regulations) of the Municipal Code that was included in the Commissioners packet. The amendment is to impose a permit requirement and time use limitations for sound amplification on equipment only at Lytton Plaza.He informed the Commission that there have been numerous complaints made to the police department from the surrounding local businesses and citizens.According to April Wagner of the Police department, they do not have enough resources to respond to these complaints. Public Comment Mark Weiss -Mr. Weiss commented on his disappointment with the staff report. He encouraged the Commission to not approve this amendment. He referenced the cities of Los Angeles and Seattle, stating that they both have attempted to ban amplified music from street musicians and both cases wee subsequently thrown out of courts. Herb Borack –Mr. Borack also opposed the amendment and felt it would have a definite impact on the freedom of expression at Lytton Plaza. Susan Webb –Ms. Webb spoke on not supporting this amendment. She has utilized this location every Wednesday and Friday night since January 2010 and felt it would be a shame to make the musicians pay for a permit to perform in the plaza. The Commission after discussing this item felt that it needed to be discussed further and Commissioners Markevitch and Dykwel suggested that a subcommittee be formed to look into it further. An ad hoc committee was formed with Commissioners Lauing, Markevitch and Dykwel.It was then agreed to take no action until after the ad hoc committee meets and bring it back to the Commission at a later date. V. COMMENTS AND ANNOUNCEMENTS None VI.TENTATIVE AGENDA FOR DECEMBER 13, 2011 MEETING VII. ADJOURNMENT 12 midnight City of Palo Alto (ID # 2525) City Council Staff Report Report Type: Action ItemsMeeting Date: 5/21/2012 May 21, 2012 Page 1 of 9 (ID # 2525) Summary Title: Carbon Neutral Electric Portfolio Plan Title: Utilities Advisory Commission Recommendation to Pursue a Carbon- Neutral Electric Portfolio and Develop a Plan by December 2012 From: City Manager Lead Department: Utilities Recommendation Staff and the Utilities Advisory Commission (UAC) recommend that the Council support a policy to pursue a carbon-neutral electric portfolio and direct staff to develop a plan by December 2012 to achieve that goal. Executive Summary Palo Alto has a long-standing reputation as a leader in issues related to the environment and sustainability as reflected in the Council’s action to identify environmental sustainability as one of its top priorities. Adopting a policy for a carbon-neutral electric portfolio is in direct support of environmental sustainability and would further establish the City as a leader in sustainability. By 2020, the City’s electric portfolio is expected to reach its 10-year energy efficiency goal of renewable energy providing at least 33% of its annual needs and carbon-free large hydroelectric supplies providing another 49% of the City’s needs. Therefore, by 2020, at least 80% of the City’s electricity supply will be from carbon-neutral resources. Recognizing the Council’s commitment to environmental sustainability and community support for measures to protect the climate, staff evaluated several strategies to further reduce the carbon content of the electric portfolio in pursuit of carbon neutrality. Specifically, staff examined increasing energy efficiency, increasing renewable energy procurement, and procuring environmental offsets, and/or carbon allowances. Staff conducted a preliminary assessment of the benefits, costs, rate and bill impacts and risks of pursuing such strategies. Preliminary analysis shows that, depending on the strategy selected and market conditions, the cost of achieving carbon neutrality may result in incremental rate impacts of 0.1 to 1.3 cents per kilowatt hour (kWh), or $0.40 to $5.30 per month for the average resident. This rate May 21, 2012 Page 2 of 9 (ID # 2525) impact is in addition to the cost to meet the City’s 33% Renewable Portfolio Standard (RPS). Current estimates suggest it will cost less than about 0.5 cents per kWh to achieve the 33% RPS. Further, the electric utility industry faces unprecedented legislative, regulatory and market uncertainty over the next few years, mainly attributed to the State’s goal to reduce greenhouse gas (GHG) emissions through implementation of California’s Global Warming Solutions Act of 2006 (AB32). The final rules for the implementation of the cap-and-trade system to meet AB32 goals along with regulations for the enforcement of California’s recently approved mandate for a 33% RPS by 2020 are not yet known. Additionally, Governor Jerry Brown has announced his desire to increase the RPS and establish a mandate for the development of local, renewable generation. This uncertainty makes it difficult and risky to plan for, and acquire, long-term resources. Moreover, staff is undertaking several key initiatives and efforts over the next twelve to fifteen months, which will impact the planning for, and pursuit of, carbon neutrality. In order to complete the initiatives and allow time for some of the regulatory and legislative uncertainties to be resolved, staff recommends developing a plan over the next year for the electric portfolio to achieve carbon neutrality. Background The Council approved the Climate Protection Plan (CPP) in December 2007 (CMR 435:07). The CPP set a goal to reduce GHG emissions by 15% from 2005 levels by the year 2020. In March 2011, the Council approved the Long-term Electric Acquisition Plan (LEAP) (Staff Report 1317). The LEAP Implementation Plan included a task to re-evaluate the costs, benefits and impacts of implementing a carbon-neutral policy for the electric portfolio and setting quantitative goals to reduce GHG emissions. Further, in July 2011 Council approved the Utilities Strategic Plan (Staff Report 1880), including a performance measure to reduce the carbon intensity of the electric portfolio. Discussion Alternative Strategies to Achieve Carbon Neutrality Staff identified and conducted preliminary analysis on several electric portfolio strategies with different environmental and cost attributes. Specifically, staff evaluated the following six alternative portfolios that could be used to achieve carbon neutrality: 1. Increase the ten-year electric energy efficiency (EE) goal from 6.4% to 7.8% of load and increase the City’s RPS to 51%; 2. Increase the City’s RPS to 52%; 3. Purchase non-RPS eligible renewables such as large hydroelectric generation; 4. Purchase non RPS eligible Renewable Energy Certificates (RECs); 5. Purchase and retire carbon allowances; and 6. Purchase environmental offsets. May 21, 2012 Page 3 of 9 (ID # 2525) Some of the strategies are intended to directly alter the City’s electric load and/or supply mix, while others are less direct alternatives, which would include the purchase of environmental products in an amount equivalent to the City’s “brown market” energy purchases, as illustrated in Figure 1 below. The base case assumes that the ten-year EE goal and the 33% RPS goal are met. Figure 1: Resource Portfolios for Each Strategy Evaluated 0 200 400 600 800 1000 1200 Base Increase EE and RPS Increase RPS Purchase Non- RPS, carbon-free resources Purchase RECs, Carbon Allowances, or OffsetsStrategy Re s o u r c e s N e e d e d t o M e e t L o a d ( G W h / y r ) Existing Large Hydro 33% RPS Additional RPS- eligible resources Energy Efficiency Carbon-free resourcesBrown Power Brown Power Staff’s preliminary assessment concludes that depending on the alternative pursued and market conditions, achieving carbon neutrality in the year 2020 could have annual cost of $0.6 to $11.4 million more than the base case. This would result in an upward impact on rates of from 0.1 to 1.3 ¢/kWh. Assuming that the system average retail rate is 14.5 ¢/kWh in 2020, the upward rate impact from that cost ranges from 0.7% to 9.0%. Table 1 summarizes the results from the preliminary analysis. A more detailed description of the analysis and the products reviewed is included in the report to the UAC for its December 7, 2011 meeting (Attachment A). May 21, 2012 Page 4 of 9 (ID # 2525) Table 1: Summary of Carbon-Neutral Portfolio Strategies and Impacts in 2020 Cost and Rate Impacts Base Case Increase EE & RPS Targets Increase RPS Target Purchase Carbon-free Resources (Non-RPS eligible) Purchase Un- bundled RECs Purchase Carbon Allowances Purchase Offsets Incremental Cost from Base Case ($M/year) NA 9.4- 11.4 4.2-6.4 0.6-2.1 1.1-4.2 2.5-7.6 1.7-5.1 Rate Impact (¢/kWh) NA 1.2-1.3 0.4-0.6 0.1-0.2 0.1-0.4 0.2-0.7 0.2-0.5 Rate Impact (%) * NA 8.3-9.0 2.8-4.1 0.7-1.4 0.7-2.8 1.4-4.8 1.4-3.4 Average Residential Bill Impact ($/year) • NA 58-63 20-29 5-10 5-20 10-34 10-24 * Percentage rate impact assumes that system average retail rate for base case = 14.5 ¢/kWh in 2020 Assuming median residential class usage of 407 kWh/month (actual from FY 2011) Carbon-Neutral Plan First and foremost, the plan to achieve carbon neutrality will need to address why the City should pursue carbon-neutrality, including the overall objective, and how and by when the City will achieve carbon neutrality. At a minimum, the plan will address the following components: 1. Assessment of the community’s desire to pursue a carbon-neutral electric portfolio and willingness to pay for such an endeavor; 2. Appropriate rate impact limit; 3. Definition and measurement of carbon neutrality; 4. Identification and evaluation of types of resources to reach a carbon-neutrality goal; 5. Evaluation of alternate electric portfolio resource acquisition strategy including levels of energy efficiency, renewable energy, and any other resource identified; 6. Determination of how the PaloAltoGreen program can help, or be modified to help, achieve a carbon-neutral goal; 7. Mitigation and/or contingency measures to deal with uncertainties such as changes in regulations; 8. A time-line to achieve a carbon-neutral electric portfolio; and 9. Recommendation of a strategy to achieve a carbon-neutral electric portfolio. Defining Carbon Neutrality A consistent and standard definition of carbon neutrality does not exist in the energy sector. Generally, carbon neutrality is defined as achieving net zero carbon emissions by balancing a measured amount of carbon emissions with an equivalent amount of carbon offsets, achieved by some type of carbon reduction activity or the acquisition of energy resources deemed to be carbon-neutral. Achieving carbon neutrality for the City’s electric portfolio could be defined as May 21, 2012 Page 5 of 9 (ID # 2525) annually reporting zero net GHG emissions according to The Climate Registry (TCR)1 protocols. While this method may be deemed an acceptable measure of carbon neutrality, there are several inconsistencies between TCR’s acceptance of certain resources and/or instruments as carbon-neutral, the standards set by the California Air Resources Board (CARB) for GHG reduction measures, resources deemed RPS eligible by the CEC (e.g., renewable energy certificates), and how resources are reported annually in the City’s Power Content Label. Further, maintaining carbon neutrality on an annual basis may prove difficult given variations in load and supply resources. Ultimately, in its quest to achieve carbon neutrality, the City will need to adopt a definition of carbon neutrality for the City’s electric portfolio, while recognizing the possible discrepancies in external reporting protocols. The plan will need to establish a definition of carbon neutrality early as it will drive the alternatives evaluated. The definition will also need to address the timeframe for measuring carbon neutrality due to the annual variability of supply generation in the portfolio. Community’s Willingness to Pay An assessment of the community’s desire to pursue a carbon-neutral electric portfolio and its willingness to pay for such an endeavor must take into consideration the cost and rate impacts of other climate protection measures, including meeting the City’s energy efficiency goals and RPS. Staff intends to use multiple approaches to elicit input from a representative segment of the Utilities’ electric customers. Resource Acquisition Strategy The plan to achieve carbon neutrality will need to further analyze the cost of pursuing carbon neutrality and address market availability of certain resources, the range of costs under various market, hydroelectric generation and load conditions, and the risks of developing a carbon neutral portfolio. Additionally, the plan will need to consider how a carbon neutrality goal will work with other resource acquisition efforts including existing and new energy efficiency goals and the City’s RPS and the incremental and overall impact to customers’ rates and bills. Energy Efficiency: The City’s adopted 10-Year Electric EE goal is based on the amount of cost- effective EE the City could realistically obtain. If higher levels of EE could be achieved, it would reduce the amount of wholesale market purchases and the renewable energy and carbon neutral resources needed. State law (AB 2021; passed in 2006) requires that all investor- and publicly-owned utilities, such as the City, develop a ten-year EE plan every three years. The City’s next ten-year EE plan will 1 TCR is a nonprofit collaboration among North American states, provinces, territories and Native Sovereign Nations that sets consistent and transparent standards to calculate, verify and publicly report GHG emissions into a single registry. TCR supports both voluntary and mandatory reporting programs and provides comprehensive, accurate data to reduce GHG emissions. The City is a member of TCR and has been reporting its GHG emissions since 2005. May 21, 2012 Page 6 of 9 (ID # 2525) be completed by the end of 2012. The goals set forth in the next ten-year EE plan will re- evaluate the amount of cost-effective EE available and achievable potential. The plan to achieve carbon neutrality will take into consideration the EE goals set forth in the new EE plan and will also assess the possible impacts from adopting carbon neutrality on customers’ motivation to implement EE measures. Renewable Portfolio Standard: The City’s RPS target is for renewable energy resources to provide 33% of the City’s needs by 2015 within a rate impact limit of 0.5 ¢/kWh. Based on current prices for renewable energy, the 33% RPS can be achieved within the rate impact limit. In a separate report to the Finance Committee, staff is pursuing certain policy modifications to the City’s RPS, including seeking clarification as to whether the City should pursue RPS resources only up to the 33% of retail sales or up to the annual rate impact limit of 0.5 ¢/kWh. Regulatory and Legislative Uncertainty of Cap-and-Trade and RPS Rules State-level regulations for implementation of AB32 and RPS still face high levels of uncertainty. Even after the cap-and-trade program is approved and implemented, there is a chance that the emission allowances may be reallocated by the California Air Resources Control Board (CARB) to address unforeseen changes in the electric sector and/or additional requirements may be placed on utilities, such as the City, including requirements of how to spend revenues derived from the sale of allowances from CARB’s cap-and-trade program. While the CEC works to develop the rules around implementation of the State’s RPS law (SB X1-2), longer-term RPS goals remain uncertain. Directions from Governor Brown suggest an increase in the RPS beyond 33% as well as potential state mandates that dictate a certain mix of RPS resources for all LSEs. Another uncertainty centers on Governor Brown’s call for 12,000 megawatts (MW) of local renewable distributed generation by 2020 and whether or not this will become a mandate for the City. It is unclear how such requirements would be implemented, if mandated, and what the City’s specific requirement for building local distributed generation might be. Pursuit of a carbon-neutral portfolio at this stage of regulatory uncertainty could result in stranded assets (i.e., long term contracts that do not meet electric portfolio requirements mandated by state law). The plan for moving forward with carbon neutrality will assess the impacts of the final State regulations for SB X1-2 and cap-and-trade in addition to any new mandates related to resource acquisition. Hydroelectric Resource Uncertainty In addition to the regular daily, monthly, seasonal and annual variations of the City’s hydroelectric resources, there is significant uncertainty related to the future of the City’s two hydroelectric resources. Several Biological Opinions and the proposed Delta Outflow Criteria related to the San Francisco Bay and Delta conditions could jeopardize the availability and value May 21, 2012 Page 7 of 9 (ID # 2525) of long-term hydroelectric resources. Should such risks materialize and the City’s long-term availability of hydroelectric generation is less than currently projected, the cost of achieving carbon neutrality will increase as the City will need to procure additional carbon-free resources. The plan for carbon neutrality will need to address the cost and rate impacts of achieving carbon neutrality under a scenario with long-term decreased hydroelectric resources, in addition the annual variations in hydroelectric resources. PaloAltoGreen Program PaloAltoGreen is a voluntary renewable energy program, in which participants pay an additional 1.5 ¢/kWh for their electricity for 100% renewable energy. PaloAltoGreen participants account for 7% of the City’s electric load and approximately 20% of the City’s electric customers are on the PaloAltoGreen rate. As the City gets closer to achieving its RPS goals, design modifications to the PaloAltoGreen program are being considered, including an assessment of whether or not the program can be redesigned to assist in meeting the City’s RPS goals. Further, should the City move towards a carbon-neutral electric portfolio, the need for and relevance of PaloAltoGreen as currently designed, will diminish. The plan to achieve carbon neutrality will need to consider the future of PaloAltoGreen and if modifications to the program can help achieve carbon reduction goals. Commission Review and Recommendation At the December 2011 UAC meeting, staff provided a report to the UAC (Attachment A) seeking support for the development of a plan to pursue carbon neutrality. The report contained a high level analysis of the costs and impacts of alternative portfolio strategies along with a discussion of the various elements to be included in a plan to pursue carbon neutrality. The UAC unanimously supported staff’s recommendation to develop a plan and recommended the Council direct staff to fully explore the various alternatives including the cost and impacts under various scenarios. The UAC also expressed its desire to have the City be a leader in this area and to develop a program that could be replicated by others. Further, the UAC supported efforts to engage the community and seek input on the community’s willingness to pay for additional climate protection measures, including carbon neutrality. The UAC voted unanimously to “recommend that the City Council support a policy to pursue a carbon-neutral electric portfolio and direct staff to develop a plan by December 2012 to achieve that goal.” The final minutes from the UAC’s December 2011 meeting are provided in Attachment B. Next Steps Pending the Council’s approval to move forward with the development of a plan, staff will develop a timeline and approach to develop the plan. Staff will return to the UAC and the Council for direction, as needed, before the final plan and recommendations are developed. The preliminary timeline illustrates the key steps and elements involved in the development of the May 21, 2012 Page 8 of 9 (ID # 2525) plan. Staff anticipates refinements to the timeline as part of the process of developing the plan for carbon neutrality. Tentative 2012 Timeline May – June Staff activities: Identify a broad set of potential portfolios that would achieve carbon neutrality. Some portfolios could differ by date carbon neutrality is achieved Assess other communities’ carbon neutrality plans or goals Evaluate alternatives to incorporate hydrologic variations Develop alternative definitions of carbon neutrality Identify and assess alternative carbon neutral resources, including RECs, renewable energy, carbon offsets, GHG allowances Narrow the set of portfolios for further analysis UAC – July Council – August Staff presents analysis and recommendation for: Definition of carbon neutrality The set of carbon neutral portfolio options to evaluate in further detail June – August Staff consults with community stakeholders and seeks community input through surveys and other tools to determine: Willingness to pay for carbon neutrality Reaction to the carbon neutral portfolio options June – September Staff refines analysis of carbon neutral portfolio options, including: Update assessment of EE potential for the 2013 10-year Electric EE Plan and goals Update renewable energy portfolio with new contracts, if any Revise estimate of participants for local renewable distributed generation, including the City’s Clean Local Energy Accessible Now Program (CLEAN) Evaluate cost and rate impacts under various scenarios (market prices, projected cost of carbon allowances, hydroelectric generation, etc.) Evaluate options for redesigning the PaloAltoGreen Program Evaluate risks, including regulatory risk UAC – October Council – December Staff presents analysis and recommended Carbon Neutral Plan Resource Impact There is no impact to the budget as a result of staff’s recommendation to develop a plan to achieve carbon neutrality. Staff may utilize outside expertise to help develop the plan or analyze different aspects of it, but those resources are provided in the FY 2012 May 21, 2012 Page 9 of 9 (ID # 2525) budget, or will be requested in the FY 2013 budget. The plan will address the resource impacts required to achieve a carbon-neutral electric portfolio. Policy Implications The proposed recommendation meets the Council-approved LEAP Objectives, Strategies and Implementation Plan, supports the Council-approved 2011 Utilities Strategic Plan’s environmental sustainability objective, is consistent with the City’s Climate Protection Plan, and supports environmental sustainability, one of the Council’s top priorities. Environmental Review Support of staff’s recommendation to develop a plan to achieve a carbon-neutral electric portfolio does not constitute a project for the purposes of the California Environmental Quality Act. Attachments: Attachment A: UAC Memo: Plan to Achieve Carbon Neutrality for the Electric Portfolio (PDF) Attachment B: Final Excerpted Minutes of UAC's December 7, 2011 Meeting (PDF) Prepared By: Monica Padilla, Sr. Resource Planner Department Head: Valerie Fong, Director City Manager Approval: ____________________________________ James Keene, City Manager Page 1 of 16 2 MEMORANDUM TO:UTILITIES ADVISORY COMMISSION FROM:UTILITIES DEPARTMENT DATE:DECEMBER 7, 2011 SUBJECT:Plan to Achieve Carbon Neutrality for the Electric Portfolio REQUEST Staff requests that the Utilities Advisory Commission (UAC) recommend that the City Council support a policy to pursue a carbon-neutral electric portfolio and direct staff to develop a plan by December 2012 to achieve that goal. SUMMARY Palo Alto has a long-standing reputation as a leader in issues related to the environment and sustainability as reflected in Council’s action to identifyenvironmental sustainabilityas one of its top priorities. Adoption of a carbon-neutral electric portfolio policy is in direct support of environmental sustainability and would further establish the City as a leader in sustainability. By the year 2020, the City’s electric portfolio is expected to reach its 10-year energy efficiency goal of 7.2% reduction in usage and will have renewable energy provide at least 33% of its annual needs with carbon-free large hydroelectric supplies providing another 49% of the City’s needs.Therefore, by 2020, about 80%of the City’s electricity supply will be from carbon-neutral resources. Recognizing Council’s commitment to environmental sustainability and community support for measures to protect the climate, staff evaluated several strategies to further reduce the carbon content of the electric portfolio in pursuit of carbon neutrality. Specifically, staff examined increasing energy efficiency goals, increasing renewable energy targets, procuring additional carbon-free resources, such as large hydroelectric generation, and procuring renewable energy certificates (RECs), environmental offsets, and/or carbon allowances. Staff conducted a preliminaryassessment of the benefits, costs, rate and bill impacts and risks of pursuing such strategies. Preliminary results show that depending on the strategy taken and market conditions, the cost of achieving carbon neutrality may result in incremental rate impacts of 0.1 to 1.3 cents per kilowatt hour (kWh),or $0.40 to $5.30 per month for the average residential bill1. This rate impact is in addition to the cost to meet the state requirement to meet a 33% Renewable Portfolio Standard 1 Assumes a typical residential bill of 400 kWh per month.. A typical small commercial customer will use about 800 kWh per month. Page 2 of 16 (RPS). Current estimates suggest it will cost the City 0.35 to 0.5 cents per kWh to achieve the 33% RPS. Further, the electric utility industry faces an unprecedented amount of legislative, regulatory and market uncertainty over the next few years, mainly attributed to the State’s pursuit to reduce greenhouse gas (GHG) emissions through implementation of California’s Global Warming Solutions Act of 2006 (AB32).The final rules for the implementation of the cap-and-trade system to meet AB32 goals along with regulations for the enforcement of California’s recently approved legislation to mandate an RPS of 33% by 2020 are not yet known. Additionally, Governor Jerry Brown has made certain policy goals public including the possibility of increasing the RPS and mandating the development of local, renewable distributed generation. This uncertainty makes it difficult and risky to plan for,and acquire,long-term resources. Moreover, staff is undertaking several key initiatives and efforts over the next twelve to fifteen months, which may impact how and when the Council chooses to move forward in pursuing carbon neutrality, including: 1.Updating and pursuing the City’s RPS target of 33% by 2015,and development of an RPS compliance program to meet the new state mandate of 33% by 2020; 2.Full assessment of the costs, benefits and risks associated with cap-and-trade and necessary policies, guidelines and authority to manage the electric portfolio accordingly; 3.Possible resolution on several environmental orders and/or opinions which may impact the availability and value of the City’s long-term hydroelectric generation resources; 4.Redesign of the PaloAltoGreen program;and 5.Development of a new Ten-year Electric Energy Efficiency goal by the end of 2012. In order to complete the initiatives and allow time for the regulatory and legislative uncertainties to be resolved, staff recommends developing a plan for the electric portfolio to achieve carbon neutrality over the next year. At a minimum, the plan will include the following components: 1.Assessment of the community’s desire to pursue a carbon-neutral electric portfolio and willingness to pay for such an endeavor; 2.Appropriate rate impact limit; 3.Definition and measurement of carbon neutrality; 4.Identification and evaluation of types of resources to reach a carbon-neutrality goal; 5.Evaluation of alternate electric portfolio resource acquisition strategy including levels of energy efficiency, renewable energy, and any other resource identified; 6.Determination of how the PaloAltoGreen program can help, or be modified to help, achieve a carbon-neutral goal; 7.Mitigation and/or contingency measures to deal with uncertainties such as changes in regulations; 8.A time-line to achieve a carbon-neutral electric portfolio; and 9.Recommendation of a strategy to achieve a carbon-neutral electric portfolio. Page 3 of 16 BACKGROUND Policy framework Council approved the City’s Climate Protection Plan (CPP) in December 2007 (CMR 435:07). The CPP set a goal to reduce GHG emissions by 15%from 2005 levels by the year 2020. In March 2011 Council approved the Long-term Electric Acquisition Plan (LEAP)(Staff Report 1317)establishing, among other things,a least cost resource acquisition objective and general direction for efforts to reduce the electric portfolio’s carbon intensity to achieve certain GHG reduction goals under Strategy #5 –Climate Protection, consistent with the City’s CPP and AB32.Further, in July 2011 Council approved the Utilities Strategic Plan (Staff Report 1880), including a performance measure to reduce the carbon intensity of the electric portfolio. City’s Climate Protection Plan and Role of Electric Supply in Community Emissions In 2005, the City’s community GHG emission levels were 794,000 metric tons of carbon dioxide equivalent2 (CO2e)of which 145,000 metric tons of CO2e were attributed to the use of electricity3. The CPP set a communityreduction goal from 2005 levels of 15% GHG emission reduction by 2020. The Utilities Strategic Plan’s target is to reduce the electric portfolio’s carbon intensity to 80% of 2005 emission levels by 2015.Since 2005, due to the combination of an increased share of renewable energy in the electric portfolio and lower loads due to efficiency measures and the economic downturn, the carbon content of the electric supply was 109,000 metric tons in 20104. Further, by 2015 as energy efficiency and RPS goals are met, GHG emissions from electricity consumption are projected to decrease to about 84,0005 metric tons,a 42% reduction from 2005 levels. This result is in spite of a large increase in total City load related to a facility expansion planned by a large commercial customer. Beyond 2015, the emissions are expected to remain relatively flat through 2020. Figure 1 illustrates the gradual decline of emissions over time due to higher renewable and efficiency penetration, but it also illustrates how annual emission levels are highly sensitive to changes in the annual hydroelectric supply. At the time that Council approved LEAP, staff recommended not to pursue a policy to achieve a carbon-neutral portfolio for Palo Alto. Staff’s reasons for not recommending a carbon-neutral policy and/or adoption of carbon intensity goals included: a high level of uncertainty related to implementation of AB32’s cap-and-trade provisions to regulate GHG emissions; staff’s expectation that adoption of an RPS would be required by Californian state law; and sensitivity to rate increases related to additional climate protection measures. However, the LEAP Implementation Plan included a task to re-evaluate the costs, benefits and impacts of the implementation of a carbon-neutral policy for the electric portfolio and the setting of quantitative goals to reduce GHG emissions6. 2 CO2e, or carbon dioxide equivalent, is the concentration of carbon dioxide that would cause the same amount of global warming impact as a given mixture of carbon dioxide and other GHG. For example, the global warming potential for methane is 21. This means that the emission of one metric ton of methane is equivalent to the emission of 21 metric tons of carbon dioxide.3 Source: Climate Protection Plan approved by City Council on December 3, 2007.4 Assumes unspecified market purchases accounted for 35% of load or (353 GWh) in 2010 and a carbon content of 879 pounds of CO2e per MWH of unspecified market resources. 5 Assumes average hydro conditions and unspecified market purchases will account for 20% of load or (212 GWh) and a carbon content of 879 pounds of CO2e per MWh of unspecified market resources.6 LEAP Implementation Plan Task No. 26 Page 4 of 16 0 50,000 100,000 150,000 200,000 250,000 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Calendar Year Total Electricity Supply Emissions (Tonnes CO2e) CPAU Total Emissions (Actual / Projected) CPAU Total Emissions (Average Hydro) Actual Projected Figure 1: Actual and Projected GHG Emissions for Palo Alto’s Electric Portfolio DISCUSSION Impact of California Regulations to Reduce Electric Sector Carbon Emissions under AB32 AB32 has statewide goals for reducing GHG emissions by 2020. The three main tenets of AB32 include:1) pursuit of all cost effective energy efficiency; 2)adoption of a state-wide RPS;and 3) implementation of a state-wide cap-and-trade program to promote the development of low-carbon emitting resources. The California Air Resources Board (CARB) is in the process of finalizing regulations to achieve the 2020 emission reduction goals set-forth in AB32. The cap-and-trade regulations are expected to be finalized in 2012 for implementation to begin January 2013. Under the cap-and-trade regulations applicable to the electricity sector, CARB will be issuing “emission allowances”that electric generators have to procure equivalent to the amount of carbon dioxide and other GHGs the generators expect to emit. To help offset the additional cost to electricity consumers associated with meeting AB32 goals, CARB staff proposes to allocate allowances free of charge to electric Load Serving Entities (LSEs), such as the City,under the stipulation that LSEs in turn sell these allowances in a centralized market or auction and collect revenue to reduce the impact to their customers who will be paying higher wholesale electricity prices.CARB staff recommends that allowances be allocated to individual utilities at the start of the program for 2013 to 2020. To allow for certainty in planning, LSEs will be Page 5 of 16 given allocations for the eight-year period, with the amount of allowances decreasing each year after 2013. Allocations of free allowances are not expected beyond 2020. Market evidence suggests that the forward price for electricity already includes the additional cost of emission allowances resulting from cap-and-trade. Figure 2 shows the trading history of forward wholesale electric prices in Northern California for calendar year strips for 2012 and 2013 and illustrates the immediate increase and decrease in forward prices following certain regulatory announcements by CARB. When CARB delayed the implementation of cap-and-trade to be effective in 2013, instead of 2012, the price of electricity for calendar year 2012 immediately fell by the market value of carbon allowances that was embedded in those prices. Based on current market trading data,the cost of carbon allowances in the near-term (2013 to 2014) is about $16 to $18 per metric ton of CO2e, which translates to a premium of about $7 to 8 per Megawatt-hour (MWh) embedded in wholesale electric prices starting in 2013. 35 40 45 50 55 60 65 70 75 80 Jul-09 Oct-09 Jan-10 Apr-10 Jul-10 Oct-10 Jan-11 Apr-11 Jul-11 Oct-11 NP15 Peak Electric Prices ($/MWh) CY 2012 Prices CY 2013 Prices First Carbon Trade; Carbon Premium Added to Prices CARB Announces No Cap & Trade for 2012; Carbon Premium Taken out of 2012 Prices Figure 2: Electric Wholesale Prices in Northern California The City’s exposure to the cost of carbon is a direct function of its exposure to the wholesale electricity market. The City’s market purchases are expected to be about 31%of load7 in 2013 and decreasing to 20% in 2020. The City’s exposure to the carbon market fluctuates with changes in load and supply resources as shown in Figure 38. As part of the plan to move forward with pursuing carbon neutrality, staff will provide a thorough assessment of the potential impacts to the City of cap- 7 Load represents total supply acquired. Based on load forecasts and projections for energy efficiency (EE) savings as of November 2011, the City’s load is projected to be 1,044 GWh in 2013 increasing to 1,084 GWh in 2020. 8 The supply resources represented in Figure 3 assume that the City’s RPS will be 33%of sales for 2015 and beyond. Page 6 of 16 and-trade regulations and changes needed to manage the electric portfolio under the new regulatory requirements. 0 200 400 600 800 1,000 1,200 CY 2011 CY 2012 CY 2013 CY 2014 CY 2015 CY 2016 CY 2017 CY 2018 CY 2019 CY 2020 Annual Load and Resource Supply (GWh) Committed Renewables Future Renewables Large Hydro Load Resource Total (Wet Year)Resource Total (Dry Year) Market Exposure Carbon Free LOAD Figure 3: Annual Load and Supply Resources under Va rious Hydrological Conditions Energy Efficiency The City’s adopted 10-Year Electric Energy Efficiency (EE) goal to reduce electric energy use by approximately 74 Gigawatt-hours per year (GWh/year) by 20209, or 6.4% of the City’s usage,based on the amount of cost-effective EE the City could realistically obtain. If higher levels of EE could be achieved, it would offset the amount of wholesale market purchases (and, potentially, the renewable energy supplies)needed. The cost of electric EE has continued to increase as the City sets higher efficiency goals for several reasons.Programs have expanded beyond the most cost-effective programs such as residential refrigerator recycling and lighting into less cost-effective programs such as heating, ventilation and air conditioning for businesses and behavioral programs for residents (e.g., Home EnergyReports). Also, the California Energy Commission (CEC)continues to ramp up energy efficiency standards for construction and new appliances under Titles 24 and 20.Since utilities are only able to count savings for efficient systems, equipment and appliances above these higher standards, the amount of 9 The 10-year EE adopted goal is to reduce energy use by 7.2% of the forecasted load of 1,014 GWh, based on the load forecast completed in November 2010. This corresponds to 74 GWh/year reduction by 2020. The updated forecast is for load in 2020 to be 1,084 GWh, for which 74 GWh of EE savings translates to an energy efficiency reduction target of 6.4%. Page 7 of 16 savings that can be counted for each upgrade is reduced.Thus, the benefit-to-cost relationship for programs is impacted on both sides of the equation, with the benefits that can be counted reduced, and costs to implement programs increased. State law (AB 2021; passed in 2006) requires that all investor-and publicly-owned utilities, such as the City, develop a ten-year EE plan every three years. The City’s next ten-year EE plan will be completed by the end of 2012. The goals set forth in the next ten-year EE plan will re-evaluate the amount of cost-effective EE available. This evaluation will be used to develop the plan to achieve carbon neutrality. Renewable Portfolio Standard (RPS) In April 2011, California’s Governor Jerry Brown signed Senate Bill X1-2 (SB X1-2)into law, mandating a 33% RPS by 2020 for all LSEs, including municipal utilities such as Palo Alto. SB X1- 2 establishes the amount of renewable supplies,as a percent of retails sales volume,to be met by certain compliance periods. The law maintains the CEC’s definition of eligible renewable resources based on the resource’s technology, vintage, size and location. The law further establishes three different categories or “buckets”10 of renewable resources based on whether the resource is generated:in-state (Bucket 1); out-of-state or is a bundled product with energy and REC11 (Bucket 2); or a REC-only product (Bucket 3). Table 1 below summarizes the procurement requirements established by SB X1-2 for each of the three compliance periods, as well as the limits on the use of Bucket 1 and Bucket 3 renewables for each period. Table 1: Summary of SB X1-2 Procurement Requirements by Compliance Period Compliance Period RPS Target Minimum % for Bucket 1 Maximum % for Bucket 3 2011 –2013 20%50%25% 2014 –2016 “Reasonable progress” to ensure 25% renewable energy by the end of this period 65%15% 2017 –2020 “Reasonable progress” to ensure 33% renewable energy by the end of this period 75%10% In November 2011, staff provided a thorough report to the UAC on the implications of SB X1-2 on the City’s RPS along with recommended policy changes to align the City’s RPS with certain aspects of the state mandate. Included in that report was an assessment of the value of the City’s existing renewable resources, all in Bucket 1, and the potential opportunity to swap surplus Bucket 1 10 Bucket 1 renewables includes in-state projects which deliver energy directly into a California balancing authority such as the California Independent System Operator (CAISO); Bucket 2 renewable resources consists of energy generated out-of-state that is used by the local grid as it is generated, and then later an equal amount of energy from a different resource is delivered into the California grid as a “firmed and shaped”; Bucket 3 renewables encompasses all REC-only transactions, otherwise known as unbundled-RECs since there is no underlying energy associated with the contract. With an unbundled-REC, the renewable energy is generated and consumed separately from the RECs, which are sold later.11 A REC represents the environmental attributes associated with the energy that was generated and one REC is associated with one MWh of energy produced. Page 8 of 16 resources with less valuable resources from Bucket 3. Specifically, the City could sell the energy and green attributes associated with its existing in-state,landfill gas and/or wind renewable contracts –the green attribute alone is currently valued at about $40/MWh –and replace with less expensive Bucket 3 renewable resources (i.e., RECs)and generic market energy. A preliminary estimate of the value to the City of undertaking such a strategy is $20 million over the next 10 years. In the report to the UAC, staff recommended not pursuing such opportunities, since doing so may contradict the Council’s original intent of committing to the resources for the purpose of meeting certain environmental sustainability goals through the support of long-term renewable resources as opposed to short-term RECs.However, staff reviewed this potential opportunity further and will complete a more detailed analysis of the costs, benefits, and risks involved in the context of a plan to achieve a carbon-neutral policy. The plan to achieve carbon neutrality will include a discussion of the appropriateness of carrying out such a strategy along with a recommendation on whether or not to pursue. As part of LEAP and the City’s current RPS target of 33% by 2015, Council restated the annual rate impact limit of 0.5 ¢/kWh. Through a request for proposals (RFP) recently issued for renewable resources, the City has received several proposals which reflect a much lower cost of renewable premiums than estimated in 2010, when the last set of renewable resource contracts were brought to Council for approval. At that time, the renewable premium was approximately $40 per MWh for a twenty-year contract for an in-state project. Preliminary results from the recent RFP show the premium for the same type of renewable resource has decreased to about $20 per MWh. Staff is in the process of evaluating the proposals based on several criteria,including project viability. If the proposals prove to be viable, it is conceivable that the City could reach a 33% RPS with an estimated annual rate impact of 0.35 ¢/kWh. Alternatively, utilizing the 0.5 ¢/kWh rate impact limit, the City could potentially achieve a 40% RPS. The plan to pursue carbon neutrality will examine the potential rate impacts required to first reach the City’s RPS goal, and then achieve a carbon-neutral portfolio with renewable resources. Defining Carbon Neutrality A consistent and standard definition of carbon neutrality does not exist in the energy sector. Generally, carbon neutrality is defined as achieving net zero carbon emissions by balancing a measured amount of carbon emissions with an equivalent amount of carbon offset, through some type of carbon reduction activity, or through the acquisition of energy resources deemed to be carbon-neutral. Achieving carbon neutrality for the City’s electric portfolio could be defined as annually reporting zero net GHG emissions according to The Climate Registry (TCR)12 protocols. While this method may be deemed an acceptable measure of carbon neutrality, there are several inconsistencies between TCR’s acceptance of certain resources as carbon-neutral, the standards set by CARB for GHG reduction measures, resources deemed RPS eligible by the CEC, and how resources are reported annually in the City’s Power Content Label. Further, using an annual measure of carbon neutrality may prove difficult given variations in load and supply resources. 12 TCR is a nonprofit collaboration among North American states, provinces, territories and Native Sovereign Nations that sets consistent and transparent standards to calculate, verify and publicly report GHG emissions into a single registry. TCR supports both voluntary and mandatory reporting programs and provides comprehensive, accurate data to reduce GHG emissions. The City is a member of TCR and has been reporting its GHG emissions since 2005. Page 9 of 16 Ultimately, in its quest to achieve carbon neutrality, the City will need to develop its own definition of carbon neutralityfor the electric portfolio, while recognizing the possible discrepancies in external reporting protocols. The plan will need to establish a definition of carbon neutrality early as it will drive the alternatives evaluated.The definition will also need to address the timeframe for measuring carbon neutrality due to the annual variability of supply generation in the portfolio. Load and Supply Resource Uncertainty Under the current plan in 2020, the City’s electric portfolio is expected to require market purchases of about 20% of the load; however, even in an average hydroelectric year the portfolio will have surpluses in months when hydroelectric generation and wind output are highest. Procuring additional resources to meet carbon neutrality could further exacerbate this problem and increase market price exposure. Figure 4 is an illustration of supply resources by month in 2020 and shows the high level of variability of the City’s hydroelectric resources, which represent from 30 to 80% of the City’s annual electric needs depending on hydrologic conditions. Currently, under wet hydrologic conditions the City can have resources surplus to load by as much as 55% during the spring months. Adding additional carbon-neutral resources to the portfolio would extend these surplus positions even further, particularly if the new resources had a monthly load shape like hydroelectric resources or solar resources. 0 10 20 30 40 50 60 70 80 90 100 110 120 130 140 150 160 170 Jan-20 Feb-20 Mar-20 Apr-20 May-20 Jun-20 Jul-20 Aug-20 Sep-20 Oct-20 Nov-20 Dec-20 Monthly Load and Resource Supply (GWh) LOAD Landfill Generation Wind Generation Hydro Generation (Dry Scenario) Future Renewables for 33% RPS Hydro Generation (Expected) Hydro Generation (Wet Scenario) Future Carbon-neutral Energy Geothermal Figure 4: Monthly Load and Supplies in 2020 under Various Hydroelectric Conditions Figure 5 illustrates that even though a rolling-three year average of the hydroelectric supply is volatile, it is less volatile than using the annual calculation. An alternative to trying to achieve Page 10 of 16 carbon neutrality on an annual basis would be to use a rolling three-year average hydroelectric supply to avoid huge fluctuations in the amount of additional carbon-neutral resources needed. In addition, there is uncertainty related to the future of the City’s two hydroelectric resources. Several Biological Opinions and proposed Delta Outflow Criteria related to the BayDelta conditions could jeopardize the availabilityand value of long-term hydroelectric resources. Should such risks materialize and the City’s long-term availability of hydroelectric generation is less than currently projected, the cost of achieving carbon neutrality will increase as the City will need to procure additional carbon-free resources. - 100 200 300 400 500 600 700 800 900 1,000 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 GWh per Year Hydro Actual/Projected 3-Yr Rolling Average (Centered) Hydro Wet Year Hydro Average Year Hydro Dry Year Figure 5: Variations in Hydroelectric Supply (Western Base Resource and Calaveras) The development of a plan to achieve carbon neutrality will need to address how to handle annual and seasonal variations in load and/or supply and the appropriate time frame in which to measure carbon neutrality. Regulatory and Legislative Uncertainty of Cap-and-trade and RPS Rules State-level regulations for implementation of AB32 and RPS still face high levels of uncertainty. Even after the GHG cap-and-trade program is approved and implemented, there is a chance that the allowances may be reallocated by CARB to address unforeseen changes in the electric sector and/or additional requirements may be placed on LSEs. Also, directions from Governor Brown suggest an Page 11 of 16 increase in the RPS beyond 33% as well as potential state mandates that dictate a certain mix of RPS resources for all LSEs. Another uncertainty centers on California’s Governor Jerry Brown’s call for 12,000 megawatts (MW) of local renewable distributed generation by 2020 and whether or not this will become a mandate for LSEs. It is unclear how such requirements would be implemented, if mandated, and what Palo Alto’s specific requirement for building local distributed generation might be. Pursuit of a carbon-neutral portfolio at this stage of regulatory uncertainty could result in stranded assets (i.e., long term contracts that do not meet electric portfolio requirements mandated by state law). The plan for moving forward with carbon neutrality will assess the impacts of the final CEC regulations for SB X1-2 in addition to any new mandates related to resource acquisition. PaloAltoGreen Program PaloAltoGreen is a voluntary program, which allows participants to pay an additional 1.5 ¢/kWh for their electricity usage and in turn the City procures RECs equivalent to their total annual energy usage. PaloAltoGreen participants account for 7% of the City’s electric load and approximately 20% of the City’s electric customers are on the PaloAltoGreen rate. Design modifications to the PaloAltoGreen program are being considered, including how the program may assist in meeting the City’s RPS. The plan to achieve carbon neutrality will also need to consider how PaloAltoGreen can help. Resource Acquisition Strategies to Pursue Carbon Neutrality The following is a brief description of the types of resources and/or environmental products that the City could use to achieve an electric portfolio carbon-neutral goal. 1. Energy Efficiency Pursuit of additional electric EE,above the goals set in the current ten-year Electric EE plan,could be used to reduce load and thus reduce the City’s exposure to the wholesale market as a way to achieve carbon neutrality. The current estimate of achieving EE in the ten-year plan is roughly 7 ¢/kWh. The cost of EE measures is expected to increase from 2 ¢/kWh in 2007 for easy to achieve efficiency to about 14 ¢/kWh in 2020 for harder to reach efficiency. 2. RPS Eligible Resources: The City could acquire additional RPS eligible renewables (e.g., Bucket 1 and Bucket 2 resources) in the same manner it does now, either through a long-term power purchase agreement with a remote renewable supplier or through a feed-in tariff program. 3. Renewable Energy Certificate (REC) Only Products Although procurement of RECs without any physical energy associated with them (i.e., unbundled- RECs)satisfies the renewable resource supply requirements under California’s RPS law (SB X1- 2)13, they are not considered a carbon-free resource byTCR14 nor are they recognized by CARB as a carbon reducing resource;therefore they do not assist in meeting AB32 GHG reduction goals. 13 California Renewable Energy Resources Act, SB X1-2, Section 22, Laws of California (2011). Page 12 of 16 4.Carbon-free,Non-RPS Eligible Renewable Resources Non-RPS eligible resources that can be reported as being carbon-free under the TCR protocols include large hydroelectric, nuclear and out-of-state renewables built before 2005. In the year 2020, roughly 49% of the City’s electric portfolio mix is expected to come from large in-state hydroelectric resources, which do not qualify as RPS eligible resources, however are carbon-free resources. The market for such resources tends to be illiquid, thus making it difficult to assess premiums. If available,carbon-free non-RPS eligible resources can be expected to carry a relatively small premium over the generic wholesale market. Thus this would likely be a relatively inexpensive option for achieving carbon neutrality. 5. Carbon Emissions Allowances An emissions allowance is an authorization to emit a fixed amount of a pollutant. Under the AB32 cap-and-trade regulations applicable to the electricity sector, CARB will be issuing “emissions allowances”that electric generators are required to procure equivalent to the amount of carbon dioxide and other GHGs the generators expect to emit. To help offset the additional cost to electricity consumers associated with meeting AB32 goals, CARB staff proposes to allocate allowances free of charge to electric LSEs, such as the City, under the stipulation that LSEs sell these allowances in a centralized market or auction and collect revenue to reduce the impact to their customers who will be paying higher wholesale electricity prices. Carbon allowances for California are currently being traded through commodity exchanges like the Chicago Climate Futures Exchange (CCFE)15 as a tool to hedge against the future cost of carbon. It may be possible for the City to procure additional allowances other than the free allowances allocated by CARB,and retire them rather than selling them into the auction thus eliminating the possibility that another entity could purchase them in order to emit GHG. Such an action could have the impact of reducing the overall state’s electricity sector GHG emissions to levels below the AB32 goals and making an incremental difference in GHG emissions. However retirement of additional allowances would not directly alter the GHG emissions reported by the City. Utilizing such an approach may be another option available to achieve carbon neutrality of supply, though whether such an action would be permitted under AB32 regulations is still unclear. 6. Environmental Offsets. Offsets are tradable credits issued for emissions reductions resulting from qualifying GHG mitigation projects that are outside of the cap-and-trade system. Offsets are certified and issued by the Climate Action Reserve and can be traded on certain commodities exchanges like the CCFE. CARB currently recognizes offsets issued by the Climate Action Reserve for several types of GHG mitigation projects—including forestry, urban forestry, livestock methane, and ozone depleting substances—for meeting up to 8%of an entity’s AB32 compliance obligations. http://www.leginfo.ca.gov/pub/11-12/bill/sen/sb_0001-0050/sbx1_2_bill_20110412_chaptered.pdf. 14 General Reporting Protocol, v. 1.1, The Climate Registry (2008). http://www.theclimateregistry.org/downloads/GRP.pdf15http://www.ccfe.com Page 13 of 16 With the final rules regarding the use and eligibility of various types of offset products not yet in place, the market for offsets is currently very illiquid and there is a great deal of uncertainty around the long-term market price of these products. However, staff expects that the price of offsets will be less than the price of carbon allowances or of procuring additional RPS eligible resources, making this a less expensive strategy for achieving carbon neutrality. Table 2 is a summary of the attributes of the various renewable resources and environmental products available to help achieve carbon neutrality including an approximate price in 2020 stated either as a premium to the brown market or as a cost per metric ton of CO2e; and how the product may be reported in the City’s Power Content Label and TCR. Table 2: Summary of Various Renewable Energy and Other Environmental Products RPS Eligible Energy RPS Eligible RECs Non-RPS RECs Carbon- free Energy Carbon Allowances Environmental Offsets Description Bucket 1: In- state projects, and Bucket 2: firmed and shaped products from out-of-state resources Bucket 3: REC-Only deals or other transactions – subject to compliance limits Unbundled RECs from projects not RPS certified by the CEC used for a voluntary renewable energy program such as PaloAltoGreen These could include large hydro or older out-of- state renewable energy projects. Permits for the right to emit the equivalent of one metric ton of CO2under a cap- and-trade system Emissions reduction credits from qualifying GHG mitigation projects RPS Eligible?Yes Yes No No No No Price Premium ($/MWh)*20-30 5-20 4-10 3-10 12-28 †8-24 † Carbon Price ($/ton of CO2e)50-75 †13-50 †10-25 †8-25 †30-70 20-60 Power Content Label Renewable Renewable Renewable Large Hydro Unspecified Market Unspecified Market The Climate Registry Zero emissions Emissions reported Emissions reported Zero emissions Emissions reported Emissions reported *Price Premium reflects the cost above the cost of generic wholesale energy †Estimated price based on unspecified market purchases with a carbon content of 879 pounds of CO2e per MWh Alternative Strategies to Achieve Carbon Neutrality Recognizing the different environmental and cost attributes of the products described above, staff identified and conducted preliminary analysis on several electric portfolio strategies to achieve carbon neutrality. Although certain resources are not deemed to be carbon-free by certain regulatory bodies, staff included them in the alternatives evaluated to show how they compare to other alternatives. Staff identified resource acquisition strategies which would directly alter the City’s electric load and/or supply along with less direct alternatives of purchasing environmental products in an amount equivalent to the City’s exposure to wholesale market purchases. Specifically, staff evaluated the following alternatives: Page 14 of 16 1.Increase the ten-year electric EE goal from 6.4% to 7.8% of load and increase the City’s RPS to 51%; 2.Increase the City’s RPS to 52%; 3.Purchase non-RPS eligible renewables such as large hydroelectric generation; 4.Purchase non RPS eligible REC-only products; 5.Purchase and retire carbon allowances; and 6.Purchase environmental offsets. Figure 6 illustrates the strategies staff evaluated. Note that the resource portfolio for each strategy has the existing large hydroelectric resources as well as the minimum 33% RPS resources required by state law. The balance of the resources required to meet load are differentiated by strategy. 0 200 400 600 800 1000 1200 Base Increase EE and RPS Increase RPS Purchase Non- RPS, carbon-free resources Purchase RECs, Carbon Allowances, or OffsetsStrategy Resources Needed to Meet Load (GWh/yr) Existing Large Hydro 33%RPS Additional RPS- eligible resources Energy Efficiency Carbon-free resourcesBrown Power Brown Power Figure 6: Resource Portfolios for Each Strategy Evaluated Table 3 summarizes the results from the preliminary analysis. The merits and the impacts of several alternatives are shown relative to the City’s current plan “base case”, which includes 33% RPS and an electric energy efficiency goal of 74 GWh/year by 2020. The incremental cost, rate and bill impacts represent a preliminary range of cost for each alternative in 2020, depending on several market condition factors. Staff did not evaluate the impacts of each alternative under various load and/or hydroelectric conditions. Page 15 of 16 Table 3: Summary of Carbon-Neutral Portfolio Strategies and Impacts in 2020 Base Case Increase EE & RPS Targets Increase RPS Target Purchase Carbon-free Resources (Non-RPS eligible) Purchase Un- bundled RECs Purchase Carbon Allowances Purchase Offsets Cost and Rate Impacts Carbon Neutrality Incremental Cost to Base Case ($/year) NA $9.4 M to $11.4 M $4.2 M to $6.4 M $0.6 M to $2.1 M $1.1 M to $4.2 M $2.5 M to $7.6 M $1.7 M to $5.1 M Rate Impact (¢/kWh)NA 1.2-1.3 0.4-0.6 0.1-0.2 0.1-0.4 0.2-0.7 0.2-0.5 Rate Impact (%)*NA 8.3-9.0 2.8-4.1 0.7-1.4 0.7-2.8 1.4-4.8 1.4-3.4 Average Residential Bill Impact ($/year)•NA 58-63 20-29 5-10 5-20 10-34 10-24 Power Content Label (% of load) Large Hydroelectric Supply 48.6%49.4%48.6%48.6%48.6%48.6%48.6% Other Large Hydro or Carbon-free Resources 0%0%0%19.6%0%0%0% Qualified Renewables †31.8%50.6%51.3%31.8%51.3%31.8%31.8% Market Purchases “unspecified”19.6%0%0%0%0%19.6%19.6% Portfolio Carbon Content Reported (thousand metric tons of CO2 per year)+ 85 0 0 0 85 85 0 *Percentage rate impact assumes that system average retail rate for base case = 14.5 ¢/kWh in 2020 ·Assuming median residential class usage of 407 kWh/month (actual from FY 2011) †Renewable content of 31.8% of load is equivalent to 33% of sales (the basis for the RPS requirement in state law) +According to The Climate Registry (TCR) protocols Staff’s preliminary assessment concludes that depending on the alternative pursued and market conditions,achieving carbon neutrality in the year 2020 could have annual incremental cost of $0.6 to $11.4 Million.This would result in an upward impact on rates (above the rate impact to achieve 33% RPS) of from 0.1 to 1.3 ¢/kWh. Assuming that the system average retail rate is 14.5 ¢/kWh in 2020, the upward rate impact from implementing these strategies could range from 0.7% to 9.0%. The plan to achieve carbon neutrality will need to further address market availability of certain resources and the range of costs and set a reasonable rate impact limit, taking into consideration rate impacts associated with meeting the City’s RPS and the community’s willingness to pay for additional climate protection measures. NEXT STEPS Staff plans to take the findings of its preliminary analysis along with the recommendation to develop a plan by December 2012 to achieve carbon neutrality to the Finance Committee in January 2012 and to Council in February 2012. Pending Council support to move forward with the development of a plan to achieve carbon neutrality, staff will return to the UAC with a time-line and approach to develop the plan and will return at many steps along the way to get input and direction before the plan and recommendations are developed. Page 16 of 16 RESOURCE IMPACT There is no direct resource impact as a result of staff’s recommendation to develop a plan to achieve carbon neutrality. The plan will address the resource impacts required to achieve a carbon-neutral electric portfolio. POLICY IMPLICATIONS The proposed recommendation meets the Council-approved LEAP Objectives,Strategies and Implementation Plan;supports the Council-approved 2011 Utilities Strategic Plan’s environmental sustainability objective; is consistent with the City’s Climate Protection Plan; and supports environmental sustainability, one of the City Council’s top five priorities. ENVIRONMENTAL REVIEW Support of staff’s recommendation to develop a plan to achieve a carbon-neutral electric portfolio does not constitute a project for the purposes of the California Environmental Quality Act. PREPARED BY:MONICA PADILLA, Senior Resource Planner SHIVA SWAMINATHAN, Senior Resource Planner TOM KABAT, Senior Resource Originator JIM STACK, Resource Planner REVIEWED BY:JANE RATCHYE, Assistant Director, Resource Management APPROVED BY:___________________________ VALERIE O. FONG Director of Utilities _______________________________________ City of Palo Alto    Final Excerpt Minutes – December 7, 2011 Utilities Advisory Commission Meeting ITEM 2: ACTION: Plan to Achieve Carbon Neutrality for the Electric Portfolio Senior Resource Planner, Monica Padilla, briefly described the information presented in the report including the recommendation to the UAC to support pursuing a carbon-neutral electric portfolio and development of a plan by December 2012 on how to achieve carbon-neutrality. She described what staff expects to learn over the next year, including 1) a updated assessment of cost effective electric energy efficiency through the development of a new 10-year energy efficiency plan; 2) experience with the feed-in-tariff program; 3) new renewable contracts to meet the City’s Renewable Portfolio Standard (RPS); 4) a better understanding of cap-and-trade; 5) better cost estimates; and 6) results from community input on support for carbon- neutrality. Padilla further outlined the key issues which need to be addressed, which include why Palo Alto should pursue carbon neutrality, the local definition of carbon neutrality, and how to engage the community. Public comment: David Coale supported the recommendation and suggested that this issue is very important and action needs to be taken. Bruce Hodge, leader of Carbon-free Palo Alto, commended staff for their work thus far and supports staff’s recommendation. Mr. Hodge believes that the cost of achieving carbon neutrality will be on the lower end of the scale shown by staff in the report. Mr. Hodge stated that the alternative of not acting is not cost-free and there is exposure to carbon costs in the future. Further, he believes the timeline should be shortened and the time to achieve carbon neutrality should be 2015 as time is short and Palo Alto needs to act and be a model for other communities. Walter Hays, chair of Community Environmental Action Partnership (CEAP), also supports staff’s recommendation and Bruce Hodge’s comments. Mr. Hays stated that he feels the cost of adaptation to climate change is very high and this cost should be figured in to future analysis. For community input, Utilities should ask CEAP, since it represents a broad swath of the community. Mr. Hays believes there is strong support from the community and would like to have the plan to achieve carbon neutrality by 2015. UAC Discussion: Commissioner Waldfogel asked what would be a carbon-free resource that is not RPS, or whether there be regulatory risk that something we would buy would not be counted for a future state or federal regulation. Assistant Director Jane Ratchye responded that in the development of the plan the risk that action could lead to negative regulatory consequences will be considered. Commission Waldfogel also commented that Palo Alto could achieve carbon neutrality quickly through the use of Renewable Energy Certificates (RECs), however this may not be the path Palo Alto should take. He further stated that he would like staff to develop a program that is scalable and can be replicated by others. Commissioner Eglash commended staff on the report and indicated that he was pleased that staff was considering a carbon-neutral portfolio to reduce Greenhouse Gas (GHG) emissions, which will serve as an example to other municipalities. Commissioner Eglash expressed support for a focus on the process so that the community understands the implications and the cost of pursuing carbon neutrality. Further, he stated there should be a strong communication effort with the community and the process should be as transparent, open and honest as possible with a thorough analysis of the risks. He would like to see staff conduct analysis which shows the cost under a price scenario where natural gas prices fall. Commissioner Eglash would like the plan to consider how intermittent resources, such as wind and solar, will figure in the overall cost, if gas and nuclear are required for regulation of the electricity grid. Last, he suggested staff consider carbon neutrality in the context of using the Calaveras Reserve. Commissioner Cook expressed that perhaps there are efforts in addition to pursuing the RPS that are important to the community. He supports Commissioner Eglash’s comments that Palo Alto can lead by example in that carbon neutrality is a far reaching concept and can benefit a larger area. Further, he supports a robust analysis of all the risks, costs, and how to handle hydroelectric variability. He is supportive of staff’s suggestion to seek community input and would support setting an ambitious goal of achieving carbon neutrality by 2015 or 2016. Commissioner Foster also commended staff on the report and expressed his enthusiasm and support for moving forward with an aggressive goal to achieve carbon neutrality by 2015, rather than as late as 2020. He asked staff to determine how early the City could achieve carbon neutrality and include an analysis of the costs for different timelines to achieve carbon neutrality. He also asked if staff was seeking a recommended timeline. Staff explained that the plan to be developed by end of 2012 would lay out the elements needed to achieve carbon neutrality including a time line and that staff currently has no recommendation for a date to achieve carbon neutrality, but is now seeking support for the concept to pursue carbon neutrality for development of the plan. Commissioner Melton added that the City needs to evaluate the sense of the regulatory certainty since there are significant risks in this area and that the plan should identify those risks and determine which risks will not be resolved and whether or not the City should go forward even with uncertainty. He added that the City should evaluate securing more hydroelectric power as this may be a good resource under the right terms and conditions. ACTION: Commissioner Waldfogel made a motion to recommend that the City Council support a policy to pursue a carbon-neutral electric portfolio and direct staff to develop a plan by December 2012 to achieve that goal. Commissioner Cook seconded the motion. The motion passed unanimously (6-0) with Commissioner Keller absent. City of Palo Alto (ID # 2882) City Council Staff Report Report Type: Action ItemsMeeting Date: 5/21/2012 May 21, 2012 Page 1 of 3 (ID # 2882) Summary Title: Rail Committee Update Title: Rail Committee Status Report on Current High Speed Rail and Caltrain Electrification Submitted for Council Review and Comment From: City Manager Lead Department: City Manager Recommendation Staff recommends that Council receive the status report of the Rail Committee regarding current Caltrain Electrification and High Speed Rail activities. Background and Discussion Blended System Memorandum of Understanding (MOU) The California High Speed Rail Authority (CHSRA), the Caltrain Peninsula Corridor Joint Powers Board (PCJPB), and Metropolitan Transportation Commission (MTC) have recently entered into a MOU concerning the implementation of High Speed Rail (HSR) in conjunction with Caltrain Electrification. The Rail Committee remains concerned that the MOU does not limit the ultimate build out of the of HSR/Caltrain projects to the Blended System. The Blended System allows HSR trains to utilize the existing Caltrain right-of-way by building additional passing tracks in key areas and is considered much less of an impact on Peninsula communities. While the Rail Committee’s correspondence to the MOU approving agencies urged inclusion of language to limit the ultimate build out to the Blended System, the language was not included in the final MOU. CHSRA Business Plan May 21, 2012 Page 2 of 3 (ID # 2882) A third iteration of the Business Plan was approved by the CHSRA Board on April 12, 2012. Notably, the Business Plan showed that overall construction costs were less than the $98 million construction cost in the Draft 2012 Business Plan released in November 2011. However, significant gaps in the total financing of the system remain. The current Business Plan still relies on major vague funding sources such as private investment and unidentified Federal funds. Legislation Updates The Rail Committee remains concerned that legislative actions may truncate required California Environmental Quality Act (CEQA) review of the project. No such legislation is pending but the subject of eliminating CEQA review has been raised with some legislators. The City’s legislative advocate, Professional Evaluation Group, continues to monitor pre- legislative activities regarding CEQA streamlining and will stress the City’s position that full CEQA review is required prior to project approval. CEQA review provides the only direct means for the City and its constituents to have meaningful input into the HSR and Caltrain Electrification projects. A summary of key HSR legislation is attached to this report (Attachment A). Correspondence The Rail Committee has made effective use of written correspondence articulating the City’s position on a variety of subjects. Staff has prepared a summary with the current status of all correspondence for the Council’s reference (Attachment B). Regional Outreach The Rail Committee members, staff and community members met with San Francisco Mayor Ed Lee to explore areas of regional cooperation. San Francisco and Palo Alto are the top two Caltrain ridership cities and rely heavily on comprehensive commuter service. The meeting produced key contacts with policy advisors who are exploring ways to cooperate and advocate for excellent Caltrain commuter service. Program and Project Level EIR updates The Partially Revised Program Level EIR was approved by the CHSRA on April 19, 2012. The Partially Revised Program Level EIR is the re-circulated document pertaining to the Bay Area to Central Valley project legally May 21, 2012 Page 3 of 3 (ID # 2882) challenged by Cities of Menlo Park, Atherton, and Palo Alto. While the Program Level EIR was recently approved, the Cities’ lawsuit and appeal is still pending. The Project Level EIR for the Merced to Fresno segment was approved by the CHSRA on May 3, 2012. Indications are that this document will be challenged by agricultural interests in the Central Valley. Attachments:  Attachment A: -High Speed Rail Legislation Update (PDF)  Attachment B - High Speed Rail Correspondence Summary_5-21-2012 (PDF) Prepared By: Steve Emslie, Deputy City Manager Department Head: James Keene, City Manager City Manager Approval: ____________________________________ James Keene, City Manager HSR Legislation Update Bill Author Short Summary Status AB 1444 Feuer (D) Expedited judicial review of transit projects Passed Natural Resources Committee and was referred to Appropriations Committee AB 1455 Harkey (R) Reduce the amount of general obligation debt authorized for HSR purposes pursuant to Prop. 1A to the amount contracted as of January 1, 2013 Failed in Transportation Committee on a 4-9-1 vote AB 1574 Galgiani (D) Would continue the CHSRA in existence with limited responsibilities and would place the CHSRA within the Business, Transportation and Housing Agency. The five members of the Authority appointed by the Governor would be subject to Senate confirmation, but existing members could continue to serve the remainder of their terms. The bill would authorize the Authority to appoint an executive director and would provide for the Governor to appoint up to six additional individuals exempt from civil service as Authority staff. Referred to Transportation Committee SB 985 La Malfa (R) No further bonds shall be sold for HSR and related rail purposes upon approval by the voters at the next statewide general election Heard in Transportation Committee but La Malfa did not have the votes to pass it so he tabled it SB 1189 Hancock (D) Would appropriate funding from the $950M in Prop. 1A for regional transportation enhancements to projects that eligible agencies have requested and that have been approved by the California Transportation Commission Placed on the Appropriations Committee suspense file SB 1533 Padilla (D) Potential gut & amended placeholder bill that could be potentially used for a later HSR compromise Referred to Appropriations Committee     City of Palo Alto Initiated High Speed Rail & Caltrain Correspondence Summary Date Letter Topic To From Summary Reply Reply Date Reply Summary 9/7/2010 HSR Station Area Development: General Principles & Guidelines Roelof van Ark Mayor Burt -City has not been given sufficient time to respond to station proposal but will respond after our review No N/A N/A 11/3/2010 Supplemental Alternative Analysis Report Response Roelof van Ark Mayor Burt -City’s detailed comments with the help of engineering consultant HMM No N/A N/A 11/9/2010 Potential Palo Alto Mid-Penn. Station Roelof van Ark Mayor Burt -Reasoning why Palo Alto opposes a HSR station No N/A N/A 12/15/2010 Suggested FRA HSR Actions Ray LaHood Mayor Burt -List of suggested FRA HSR actions related to City’s design, cost, and ridership concerns Yes 1/13/2011 -FRA does not believe design, cost, or ridership concerns should delay the project at this point 12/15/2010 Palo Alto HSR Info John Mica Mayor Burt -Intro/information on recent Palo Alto HSR actions No N/A N/A 12/15/2010 Palo Alto Response to the CHSRA’s Letter to Caltrain Roelof van Ark Mayor Burt -Request for clarification regarding multiple conflicting HSR statements Yes 1/10/2011 -CHSRA is looking at phased implementation but remains in the EIR clearance period, CHSRA must have a four-track system, and freight can operate in tunnels 12/23/2010 Resetting the HSR & Caltrain planning process Jerry Brown Mayor Burt -Requests for resetting the HSR & Caltrain planning process No N/A N/A 3/7/2011 CHSRA vs. CARRD Cost Estimates Roelof van Ark Mayor Espinosa -Request for the basis of the CHSRA’s $43B cost estimate No N/A N/A 3/7/2011 Request for PCJPB Ridership Review Michael Scanlon Mayor Espinosa - Request for PCJPB ridership review due to the lack of accurate information Yes 3/24/2011 -PCJPB does not believe at this time it must undertake an independent ridership review 3/20/2011 AB 952 & AB 953 Support Letter Bonnie Lowenthal Mayor Espinosa -AB 952: Prohibit private firms from making direct gifts to CHSRA members -AB 953: Require CHSRA to use Berkeley ITS for ridership study No N/A N/A 3/28/2011 Packet of Palo Alto HSR letters John Mica Mayor Espinosa -Packet of different Palo Alto HSR letters No N/A N/A Date Letter Topic To From Summary Reply Reply Date Reply Summary 6/8/2011 Support of the Eshoo/ Simitian/Gordon HSR Proposal Anna Eshoo Joe Simitian Rich Gordon Mayor Espinosa -Support of the Eshoo/ Simitian/Gordon HSR proposal and a copy of Palo Alto’s HSR Guiding Principles No N/A N/A 6/20/2011 AB 952 Support Letter Mark DeSaulnier Chair Klein -Prohibit private firms from making direct gifts to CHSRA members No N/A N/A 6/20/2011 SB 517 Support Letter Bonnie Lowenthal Mayor Espinosa -Change the organizational structure of the CHSRA No N/A N/A 9/7/2011 Caltrain Electrification EIR Certification Sean Elsbernd Mayor Espinosa -City comments on potential Caltrain electrification EIR certification Yes 10/6/2011 -Staff is focused on studying the feasibility of a Blended System which will determine what should be done with this EIR 10/17/2011 Response to BAC July 10 and 27 letters to the MTC Jim Wunderman Mayor Espinosa -Clarification of Palo Alto’s HSR position and that MTC does not speak on our behalf No N/A N/A 10/17/2011 Response to BAC July 10 and 27 letters to the MTC Adrienne Tissier (MTC) Mayor Espinosa -Palo Alto’s position on the role the MTC should have in the HSR process Yes 12/2/2011 -MTC is working hard to improve the corridor and would be happy to discuss our positions with your Council 12/19/2011 Draft 2012 Business Plan Comments Thomas Umberg Mayor Espinosa -City comments on Draft 2012 Business Plan No N/A N/A 12/19/2011 2012 Funding Plan Comments Thomas Umberg Mayor Espinosa -City comments on the 2012 Funding Plan No N/A N/A 1/25/2012 Request for an Indefinite Delay in the Partially Revised Draft Program EIR Recirculation Comment Period John Mason Chair Klein - Request for an indefinite delay in the Partially Revised Draft Program EIR recirculation public comment period due to a lack of data Yes 2/3/2012 -CHSRA will work with our consultants to obtain the requested traffic data and provide it to you when available 2/16/2012 Partially Revised Draft Program EIR Comment Letter John Mason Mayor Yeh -City’s 29 page comment letter on the Partially Revised Draft Program EIR No N/A N/A 2/16/2012 SB 985 Support Letter Doug LaMalfa Mayor Yeh -Prevent the sale of HSR bonds until approval by the voters No N/A N/A 2/29/2012 Palo Alto Opposition to California HSR Ray LaHood Mayor Yeh -Clarification that Palo Alto Opposes California HSR No N/A N/A 3/20/2012 Blended System MOU Comments Adrienne Tissier (JPB) Mayor Yeh -Initial City comments on the Blended System MOU No N/A N/A Date Letter Topic To From Summary Reply Reply Date Reply Summary 4/25/2012 Caltrain’s Position on Potential CEQA Streamlining Seamus Murphy Steve Emslie -Request for clarification on Caltrain’s position on potential CEQA streamlining Yes 5/1/2012 -Caltrain is not aware of any such proposals and is committed to CEQA and NEPA but would consider such a proposal if put forward 5/2/2012 Follow-up Blended System MOU Comments Adrienne Tissier (JPB) Mayor Yeh -Follow-up City comments on the Blended System MOU No N/A N/A