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HomeMy WebLinkAbout2026-03-06 Climate Action and Sustainability Committee Agenda PacketCLIMATE ACTION AND SUSTAINABILITY COMMITTEE Regular Meeting Friday, March 06, 2026 Community Meeting Room & Hybrid 2:00 PM   Climate Action and Sustainability Committee meetings will be held as “hybrid” meetings with the option to attend by teleconference/video conference or in person. Information on how the public may observe and participate in the meeting is located at the end of the agenda. The meeting will be broadcast live on YouTube https://www.youtube.com/c/cityofpaloalto. VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/85380918387) Meeting ID: 853 8091 8387 Phone: 1(669)900-6833   PUBLIC COMMENTS General Public Comment for items not on the agenda will be accepted in person for up to three minutes or an amount of time determind by the Chair. General public comment will be heard for 30 minutes. Additional public comments, if any, will be heard at the end of the agenda. Public comments for agendized items will be accepted both in person and via Zoom for up to three minutes or an amount of time determined by the Chair. Requests to speak will be taken until 5 minutes after the staff’s presentation or as determind by the Chair. Written public comments can be submitted in advance to city.council@PaloAlto.gov and will be provided to the Council and available for inspection on the City’s website. Please clearly indicate which agenda item you are referencing in your subject line. Multiple individuals who wish to speak on the same item may designate a spokesperson. Spokespersons must be representing five or more verified individuals who are present either in person or via zoom. Spokespeople will be allowed up to 10 minutes, at the discretion of the presiding officer. Speaking time may be reduced if the presiding officer reduces the speaking time for individual speakers. PowerPoints, videos, or other media to be presented during public comment are accepted only by email to city.clerk@PaloAlto.gov at least 24 hours prior to the meeting. Once received, the Clerk will have them shared at public comment for the specified item. To uphold strong cybersecurity management practices, USB’s or other physical electronic storage devices are not accepted. Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks, posts, poles or similar/other types of handle objects are strictly prohibited; (2) the items do not create a facility, fire, or safety hazard; and (3) persons with such items remain seated when displaying them and must not raise the items above shoulder level, obstruct the view or passage of other attendees, or otherwise disturb the business of the meeting.  1 March 06, 2026 Materials submitted after distribution of the agenda packet are available for public inspection at www.paloalto.gov/agendas. CALL TO ORDER PUBLIC COMMENT Members of the public may speak in-person ONLY to any item NOT on the agenda. 1-3 minutes depending on number of speakers. Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of the agenda. STANDING VERBAL REPORTS A. Staff Comments B. Committee Member Comments and Announcements ACTION ITEMS 1.Review and Discussion of 2026-2027 Climate Action Program Goals and Work Plan Timelines; CEQA Status - Not a Project Late Packet Report Added 2.Grid Modernization Update; CEQA Status - Not a Project Late Packet Report Added FUTURE MEETINGS AND AGENDAS Members of the public may not speak to the item(s) ADJOURNMENT 2 March 06, 2026 Materials submitted after distribution of the agenda packet are available for public inspection at www.paloalto.gov/agendas. PUBLIC COMMENT INSTRUCTIONS Members of the Public may provide public comments to teleconference meetings via email, teleconference, or by phone. 1.Written public comments may be submitted by email to city.council@PaloAlto.gov. 2.For in person public comments please complete a speaker request card located on the table at the entrance to the Council Chambers and deliver it to the Clerk prior to discussion of the item. 3.Spoken public comments for agendized items using a computer or smart phone will be accepted through the teleconference meeting. To address the Council, click on the link below to access a Zoom-based meeting. Please read the following instructions carefully. ◦You may download the Zoom client or connect to the meeting in- browser. If using your browser, make sure you are using a current, up-to-date browser: Chrome 30 , Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in older browsers including Internet Explorer. Or download the Zoom application onto your smart phone from the Apple App Store or Google Play Store and enter in the Meeting ID below. ◦You may be asked to enter an email address and name. We request that you identify yourself by name as this will be visible online and will be used to notify you that it is your turn to speak. ◦When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will activate and unmute speakers in turn. Speakers will be notified shortly before they are called to speak. ◦When called, please limit your remarks to the time limit allotted. A timer will be shown on the computer to help keep track of your comments. 4.Spoken public comments for agendized items using a phone use the telephone number listed below. When you wish to speak on an agenda item hit *9 on your phone so we know that you wish to speak. You will be asked to provide your first and last name before addressing the Council. You will be advised how long you have to speak. When called please limit your remarks to the agenda item and time limit allotted. CLICK HERE TO JOIN Meeting ID: 853 8091 8387 Phone: 1(669)900-6833 Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public programs, services and meetings in a manner that is readily accessible to all. Persons with disabilities who require materials in an appropriate alternative format or who require auxiliary aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at (650) 329-2550 (voice) or by emailing ada@PaloAlto.gov. Requests for assistance or accommodations must be submitted at least 24 hours in advance of the meeting, program, or service.  3 March 06, 2026 Materials submitted after distribution of the agenda packet are available for public inspection at www.paloalto.gov/agendas. California Government Code §84308, commonly referred to as the "Levine Act," prohibits an elected official of a local government agency from participating in a proceeding involving a license, permit, or other entitlement for use if the official received a campaign contribution exceeding $500 from a party or participant, including their agents, to the proceeding within the last 12 months. A “license, permit, or other entitlement for use” includes most land use and planning approvals and the approval of contracts that are not subject to lowest responsible bid procedures and have a value over $50,000. A “party” is a person who files an application for, or is the subject of, a proceeding involving a license, permit, or other entitlement for use. A “participant” is a person who actively supports or opposes a particular decision in a proceeding involving a license, permit, or other entitlement for use, and has a financial interest in the decision. The Levine Act incorporates the definition of “financial interest” in the Political Reform Act, which encompasses interests in business entities, real property, sources of income, sources of gifts, and personal finances that may be affected by the Council’s actions. If you qualify as a “party” or “participant” to a proceeding, and you have made a campaign contribution to a Council Member exceeding $500 made within the last 12 months, you must disclose the campaign contribution before making your comments.  4 March 06, 2026 Materials submitted after distribution of the agenda packet are available for public inspection at www.paloalto.gov/agendas. Climate Action and Sustainability Committee Staff Report Report Type: ACTION ITEMS Lead Department: City Clerk Meeting Date: March 6, 2026 Report #:2602-5989 TITLE Review and Discussion of 2026-2027 Climate Action Program Goals and Work Plan Timelines; CEQA Status - Not a Project This item will be a late packet publication released on 2/26/26. Item 1 Item 1 Staff Report        Item 1: Staff Report Pg. 1  Packet Pg. 5 of 24  Climate Action and Sustainability Committee Staff Report Report Type: ACTION ITEMS Lead Department: City Clerk Meeting Date: March 6, 2026 Report #:2602-5990 TITLE Grid Modernization Update; CEQA Status - Not a Project This item will be a late packet publication released on 2/26/26. Item 2 Item 2 Staff Report        Item 2: Staff Report Pg. 1  Packet Pg. 6 of 24  Climate Action and Sustainability Committee Staff Report From: City Manager Report Type: ACTION ITEMS Lead Department: Public Works Meeting Date: March 6, 2026 Report #:2602-5955 TITLE Review and Discussion of 2026-2027 Climate Action Program Goals and Work Plan Timelines; CEQA Status - Not a Project RECOMMENDATION This is a discussion item; no action or recommendation is requested. EXECUTIVE SUMMARY At its January 9, 2026 meeting the Climate Action and Sustainability Committee (CASC) recommended that the City Council adopt a 2026-2027 S/CAP Work Plan. This item is on the March 2, 2026 City Council agenda. During the January 9, 2026 meeting, the CASC expressed an interest in seeing timelines and goals for the programs. This report lists the program goals (which staff has been developing in parallel with the budget process) and timelines for the 2026-2027 Climate Action S/CAP Work Plan items and any remaining 2023-2025 Climate Action Work Plan items being completed. BACKGROUND In efforts to align with the City’s goal of reducing carbon emissions 80% below 1990 levels by 2030 (“80 x 30”), the City adopted a Sustainability and Climate Action Plan (“S/CAP”)1 to guide actions toward achieving carbon neutrality. The S/CAP provides a comprehensive framework for reducing greenhouse gas (GHG) emissions across municipal operations, transportation, waste, and other environmental sectors. In 2023, the City adopted the 2023–2025 S/CAP Work Plan, 2 which outlines specific actions designed to advance progress toward the City’s long-term carbon reduction targets. The 1 https://www.paloalto.gov/City-Hall/Sustainability/SCAP 2 2023-2025 S/CAP Workplan, 2023; https://www.paloalto.gov/files/assets/public/v/1/sustainability/reports/2023-2025-scap-work-plan_final.pdf Item 1. Item 1 Late Packet Report        Item 1.: Staff Report Pg. 1  Packet Pg. 7 of 24  workplan identifies eight primary focus areas, four of which are climate-focused and directly support the “80 x 30” goal. At its January 9, 20265 meeting the CASC heard a progress update on the 2023-2025 S/CAP Work Plan and recommended adoption of a proposed 2026-2027 S/CAP Work Plan. ANALYSIS 6 for water heaters take effect January 1, 2027 as currently scheduled. It further assumes continued provision through the end of 2027 of a comprehensive suite of services for all community members, including incentives, financing, technical assistance, and a direct installation program option. However, staff anticipates piloting other creative financing programs (e.g. on-bill financing, electrification as a service), with the intent of gradually transitioning away from community-wide incentives for the heat pump water heater component of this program as the regulation continues into its second and third years. FISCAL/RESOURCE IMPACT 5 Climate Action and Sustainability Committee, January 9, 2026; Agenda Item 1; SR #2507-5027, https://cityofpaloalto.primegov.com/Portal/Meeting?meetingTemplateId=18309 6 https://www.baaqmd.gov/rules-and-compliance/rule-development/building-appliances Item 1. Item 1 Late Packet Report        Item 1.: Staff Report Pg. 2  Packet Pg. 8 of 24  STAKEHOLDER ENGAGEMENT 3 ENVIRONMENTAL REVIEW ATTACHMENTS APPROVED BY: Item 1. Item 1 Late Packet Report        Item 1.: Staff Report Pg. 3  Packet Pg. 9 of 24  Attachment A February 2026 Status Update on 2026-2027 S/CAP Work Plan Timelines and Program Goals #Work Item Timeline (Tentative) 2026-2027 Goals (annual rate by 2027 year end)1 2025 Results (for comparison) HPWH 326 200 installs, 40 rebate projects in progress HP HVAC 245 224 rebate application (of which, 117 done) Stoves 50 >20 CA1 Continue Advanced Home Electrification Pilot Program Extend full-service water heater program to other home appliances in Q1 2026 to complete comprehensive suite of services, continue through the end of 2027 Gas Disconnect 48 40 rebate applications (of which, 20 are done) CA2 Develop a Residential Electrification as a Service or Similar Financing Pilot for Council Approval Aiming for Q3 2026 or earlier program launch, but likely Q4 2026 or Q1 2027. Pace is partially dependent on organizational capacity based on staffing or alternative service delivery options and on feasible pace of billing system implementation. 225 financing participants (40% of eligible participants) 22 on-bill financing participants (20% of eligible HPWH participants) CA3 Enhanced data tracking for home electrification Q4 2026. Database of contact information, building characteristics, information or estimation of appliance fuel source, and program participation already in progress, continue to move forward as staff time is available. This may involve implementation of multiple data systems or systems that evolve as new platforms become available. N/A N/A CA4 Launch Enhanced Multifamily EV Charging Infrastructure Program Launch Q4 2026 or earlier. Pace is partially dependent on organizational capacity based on staffing or alternative service delivery options. 32 projects in new enhanced program (on- site shared or individual charging, mobility hubs, or on-street charging) 9 projects in existing program 1 NOTE: The 2026-2027 goals refer to the rate of adoption staff will aim for by the end of 2027, growing programs throughout 2026 and 2027 to reach the goal. For example, 326 HPWH per year translates into about 27 per month, so if the community was showing that rate of adoption in Q4 2027, this would represent achievement of the goal. It does not necessarily represent the number of annual installations staff expects in 2026 and 2027. Item 1. Attachment A - 2026-2027 SCAP Work Plan Timelines and Goals        Item 1.: Staff Report Pg. 4  Packet Pg. 10 of 24  1 0 5 8 5 #Work Item Timeline (Tentative) 2026-2027 Goals (annual rate by 2027 year end)2 2025 Results (for comparison) CA5 Develop a Charging-as-a- Service (CaaS) or Similar Financing Pilot for Council Approval Q4 2026 or earlier. Pace is partially dependent on organizational capacity based on staffing or alternative service delivery options and on feasible pace of billing system implementation. 25% or more of projects participating in financing program N/A CA6 Continue Affordable Multifamily Building Electrification Incentive Program Ongoing. Staff has been working with providers to prepare applications for State LIWP program and is releasing City grant rules in Q1 2026. Complete 2025 pipeline by end of 2027, which would result in 30% of central systems and 17% of in-unit systems in affordable housing developments being electrified Pipeline of projects preparing to participate in affordable housing grant program: 12 buildings, 762 housing units served, 11 central water heating systems, 315 units to have in-unit equipment electrified CA7 Multi-Family Technical Assistance Timeline TBD, staff is reviewing results of two recent CPA and NCPA RFPs before determining whether a separate RFP is needed N/A N/A CA8 Advanced Commercial Heat Pump HVAC Program Q4 2026 or earlier. Features will roll out in stages, starting with revised rebate structures, then technical assistance, contractor lists, and with financing likely the last feature 18 projects 11 projects in permitting, construction, or completed CA9 Develop a Commercial Electrification as a Service pilot or Similar Financing Pilot for Council Approval Q3 2027 or earlier. Pace is partially dependent on feasible pace of billing system implementation. 15% or more of projects participating in financing program N/A 2 NOTE: The 2026-2027 goals refer to the rate of adoption staff will aim for by the end of 2027, growing programs throughout 2026 and 2027 to reach the goal. For example, 326 HPWH per year translates into about 27 per month, so if the community was showing that rate of adoption in Q4 2027, this would represent achievement of the goal. It does not necessarily represent the number of annual installations staff expects in 2026 and 2027. Item 1. Attachment A - 2026-2027 SCAP Work Plan Timelines and Goals        Item 1.: Staff Report Pg. 5  Packet Pg. 11 of 24  1 0 5 8 5 #Work Item Timeline (Tentative) 2026-2027 Goals (annual rate by 2027 year end)2 2025 Results (for comparison) CA1 0 Workplace EV Charging Pilot Q4 2027 or earlier. Depends on demonstration of viable business models in the multi-family context (see CA4, CA5) To be determined after business models developed for CA4, CA5 N/A Item 1. Attachment A - 2026-2027 SCAP Work Plan Timelines and Goals        Item 1.: Staff Report Pg. 6  Packet Pg. 12 of 24  1 0 5 8 5 #Work Item Timeline (Tentative) 2026-2027 Goals (annual rate by 2027 year end)3 2025 Results (for comparison) CA1 1 Launch Pilot program for electrification of centralized water heaters and boilers Q1 2027 or earlier. 13 boilers 13 boilers in affordable housing and non- residential pipeline – some may enter this program CA1 2 Establish One or More Partnerships with Large Commercial Facility Owners Q4 2026 or earlier.At least one additional partnership Partnerships with PAUSD and Stanford Health Care on EV charging CA1 3 Develop Funding and Financing Strategies for Consideration Complete modeling and present to CASC by Q4 2026 or earlier. Tentatively expecting first discussions of the topic in Q2 2026. N/A N/A CA1 4 Regulatory Measures Develop recommended policy options for CASC consideration in Q4 2026 or earlier in coordination with the analysis in CA13. Tentatively expecting first discussions of the topic in Q2 2026. N/A N/A CA1 5 Carbon Neutrality Develop recommended policy options for CASC consideration in Q4 2026 or earlier. Tentatively expecting first discussions of the topic in Q3 2026. N/A N/A CA1 6 Cost-Based Pricing of Non- Electric Decarbonization and Inefficient Electrification To be considered in coordination with CA13, integrating options into those policy options to be developed by Q4 2026. N/A N/A CA1 7 Permitting, Interconnection, and Other Barrier Reduction Ongoing. Development of first annual barrier reduction list by Q2 2026 N/A N/A 3 NOTE: The 2026-2027 goals refer to the rate of adoption staff will aim for by the end of 2027, growing programs throughout 2026 and 2027 to reach the goal. For example, 326 HPWH per year translates into about 27 per month, so if the community was showing that rate of adoption in Q4 2027, this would represent achievement of the goal. It does not necessarily represent the number of annual installations staff expects in 2026 and 2027. Item 1. Attachment A - 2026-2027 SCAP Work Plan Timelines and Goals        Item 1.: Staff Report Pg. 7  Packet Pg. 13 of 24  1 0 5 8 5 #Work Item Timeline (Tentative) 2026-2027 Goals (annual rate by 2027 year end)3 2025 Results (for comparison) CA1 8 Public Charging Siting and Business Models Q4 2027 or earlier. Depends on demonstration of viable business models in the multi-family context (see CA4, CA5) To be determined after business models developed for CA4, CA5 N/A Item 1. Attachment A - 2026-2027 SCAP Work Plan Timelines and Goals        Item 1.: Staff Report Pg. 8  Packet Pg. 14 of 24  1 0 5 8 5 #Work Item Timeline (Tentative) 2026-2027 Goals (annual rate by 2027 year end)4 2025 Results (for comparison) CA1 9 Grid Modernization Ongoing. Strategy for next projects under discussion with UAC, CASC, and City Council N/A N/A CA2 0 Gas Transition Management Completion of Gas Transition Study and discussion with UAC in Q1 2027 or earlier, followed by discussion with CASC N/A N/A CA2 1 Achieve Benchmarks for Bicycle and Pedestrian Capital Improvement Projects Various dates for four projects: South Palo Alto Bikeways pilot construction by Q2/Q32027 Churchill Bikeway construction by end of Q4 2026 Quarry Road Extension – plans, specifications by end of Q4 2027 South Palo Alto Connectivity – final report by end of Q4 2026 N/A N/A CA2 2 Implement Micromobility Feasibility Study recommendations Depends on City Council direction before end of Q2 2026 N/A N/A CA2 3 Traffic Signal Operations and Multimodal Improvements Ongoing – various projects in coordination with transit providers, as detailed in 2026-2027 S/CAP work plan N/A N/A CA2 4 Housing Element Implementation / Land Use Planning and Policy Ongoing – various goals, policies, and programs reflected in the City’s Housing Element N/A N/A CA2 5 Update City’s Traffic Calming Policy and Process Proceeding as staff time is available, no specified timeline N/A N/A 4 NOTE: The 2026-2027 goals refer to the rate of adoption staff will aim for by the end of 2027, growing programs throughout 2026 and 2027 to reach the goal. For example, 326 HPWH per year translates into about 27 per month, so if the community was showing that rate of adoption in Q4 2027, this would represent achievement of the goal. It does not necessarily represent the number of annual installations staff expects in 2026 and 2027. Item 1. Attachment A - 2026-2027 SCAP Work Plan Timelines and Goals        Item 1.: Staff Report Pg. 9  Packet Pg. 15 of 24  1 0 5 8 5 #Work Item Timeline (Tentative) 2026-2027 Goals (annual rate by 2027 year end)4 2025 Results (for comparison) CA2 6 Develop and begin implementing a City Facility Electrification Plan RFP issued in early 2026, proceeding with design and bidding for projects through 2026 Five pilot sites with 16 pieces of gas equipment, 110 MT CO2e per year in emissions reductions N/A Item 1. Attachment A - 2026-2027 SCAP Work Plan Timelines and Goals        Item 1.: Staff Report Pg. 10  Packet Pg. 16 of 24  1 0 5 8 5 #Work Item Timeline (Tentative) 2026-2027 Goals (annual rate by 2027 year end)5 2025 Results (for comparison) CA2 7 Electrify City vehicle fleet Ongoing – refer to vehicle replacement schedule N/A N/A CA2 8 Explore the electric capacity needs of the Palo Alto Airport for electric aviation Proceeding as staff time is available N/A N/A 5 NOTE: The 2026-2027 goals refer to the rate of adoption staff will aim for by the end of 2027, growing programs throughout 2026 and 2027 to reach the goal. For example, 326 HPWH per year translates into about 27 per month, so if the community was showing that rate of adoption in Q4 2027, this would represent achievement of the goal. It does not necessarily represent the number of annual installations staff expects in 2026 and 2027. Item 1. Attachment A - 2026-2027 SCAP Work Plan Timelines and Goals        Item 1.: Staff Report Pg. 11  Packet Pg. 17 of 24  Climate Action and Sustainability Committee Staff Report From: City Manager Report Type: ACTION ITEMS Lead Department: Utilities Meeting Date: March 6, 2026 Report #:2507-5030 TITLE Grid Modernization Update; CEQA Status - Not a Project RECOMMENDATION This is a discussion item and no recommendation is requested. EXECUTIVE SUMMARY Palo Alto’s Electric Grid Modernization Project (Grid-Mod) was developed to prepare the City’s electric grid in anticipation of building and transportation electrification and to improve system reliability. Palo Alto’s electric grid can be characterized as an efficient but aged system that has, in large part, reached the end of its useful life. Some in-service equipment was originally installed in the mid 1950’s and has served the City well over those 70+ years. However, due to both the age of the electric system and electrification’s forecasted increased energy demands, the City’s grid must be reconstructed and modernized to serve these higher loads while maintaining system reliability. To prepare for Palo Alto’s increased electric demands, it will be cost effective, at the time of replacing legacy system components, to modernize by incorporating newer technologies, implementing current and emerging utility best practices, and preparing for higher adoption rates of self-generation and energy storage. However, the age and size of Palo Alto’s system requires a large financial commitment, two to three times historical funding levels, over many years to fully support electrification within the residential sector. The initial estimate for Grid- Mod was approximately $300 million over a five-year period. Current staff estimates, with distribution upgrades (local transformers and secondary) paced to match customer participation, reach $342 million (present value) between FY 2026 and FY 2034. If all 12kV distribution upgrades are completed before FY 2034 staff-estimated costs for Grid-Mod through FY 2034 are $443 million (present value). Staff will need to integrate these estimates into strategic discussions regarding matching the community’s pace for electrification, how costs could vary depending on faster or slower rates of residential electrification, and how much aging infrastructure replacement is needed regardless of that pace. Staff does expect installation costs will follow Item 2. Item 2 Late Packet Report        Item 2.: Staff Report Pg. 1  Packet Pg. 18 of 24  expected inflation trends for construction costs. However, as adoption rates ramp up staff expect to rely more heavily on contracted services that come with a higher cost than internal staff resources. BACKGROUND 1 indicated that to meet the 80x30 goal, the City would need, among other things, to electrify all single-family homes by replacing natural gas equipment with efficient electric appliances and support electric vehicle charging. The 2020 study estimated peak demands from single-family dwellings at 8.5kW without consideration of home EV charging. When including a single, level-2 EV charger, customer peak demands could rise to 19.5kW. Compared to historical average peak demands of 1 to 2kW per home, residential electrification represents a significant new demand on CPAU’s distribution system. Due to the higher expected demands, Palo Alto’s electric system requires extensive upgrades to increase capacity while replacing aging equipment to improve system reliability. ANALYSIS 1 City of Palo Alto (2020), Preliminary Analysis of the Utility Costs & Staffing Impact to Electrify All Single-Family Residences in Palo Alto Item 2. Item 2 Late Packet Report        Item 2.: Staff Report Pg. 2  Packet Pg. 19 of 24  Elimination of Legacy 4kV Systems While Increasing Capacity Item 2. Item 2 Late Packet Report        Item 2.: Staff Report Pg. 3  Packet Pg. 20 of 24  staff expects the rate of these failures to increase until the equipment is replaced. Both the Hopkins (installed 1967) and East Meadow (installed 1955) substations are beyond their expected life and should be reconstructed to maintain system reliability. Additionally, the Hopkins and East Meadow substations are 4kV stations and cannot be quickly restored following a major equipment failure. Staff are beginning the design phase to replace both Hopkins and East Meadow substations to mitigate the risk of failed equipment while increasing system capacity to serve the higher demands of electrified homes. Due to four-to-five-year lead times of substation power transformers, these projects will begin the design phase in FY 2026 but will not complete construction until FY 2030 or after. Once completed, the reconstructed East Meadow and Hopkins substations allow offloading (transferring of customer loads to adjacent substations) the Colorado substation to facilitate needed equipment replacements within that substation. Item 2. Item 2 Late Packet Report        Item 2.: Staff Report Pg. 4  Packet Pg. 21 of 24  Tentative Project Schedule Table:1 – General timelines for key Grid-Mod Projects in support of electrification alongside estimated project costs adjusted for inflation. Item 2. Item 2 Late Packet Report        Item 2.: Staff Report Pg. 5  Packet Pg. 22 of 24  Table 2: Key Grid Mod Projects and Expected Spend Rates Table:2 - General timelines for key Grid-Mod Projects with 12kV upgrades spread out over a longer period but tied directly to residential customers speed to install efficient electric appliances. Estimated project costs adjusted for inflation. FISCAL/RESOURCE IMPACT STAKEHOLDER ENGAGEMENT th, 2026. During the meeting the UAC generally showed support to align the pace of distribution system reconstructing with the pace of Palo Altans’ adoption of electrification. The Commissioners noted that the slower pace will help maintain lower electric rates which ultimately supports fuel- Project Description FY2026 FY2027 FY2028 FY2029 FY2030 FY2031 FY2032 FY2033 FY2034 Sub-Transmission Reconductor 4kV Substation Conversions Colorado Substation Upgrades Adobe Creek Substation Upgrades Colorado 12kV Substation Upgrades 4kV Distribution Conversions Grid-Mod 12kV Distribution Upgrades Grid-Mod Estimate Costs w/ inflation ($ Millions)$15.65 $36.54 $37.11 $24.71 $39.81 $59.89 $85.73 $58.80 $32.17 Item 2. Item 2 Late Packet Report        Item 2.: Staff Report Pg. 6  Packet Pg. 23 of 24  switching. UAC Commissioners noted that this approach will require closely tracking and matching the speed of residential building permits related to electrification. Commissioners further noted that it will be important to support the implementation of S/CAP initiatives and any resulting programs that ramp up fuel switching. ENVIRONMENTAL REVIEW ATTACHMENTS APPROVED BY: Item 2. Item 2 Late Packet Report        Item 2.: Staff Report Pg. 7  Packet Pg. 24 of 24