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HomeMy WebLinkAboutUtilities Quarterly Report for FY2026-Q3Staff Report: 2512-5647 – Page 1 of 47 Utilities Advisory Commission Staff Report From: Alan Kurotori, Director Utilities Lead Department: Utilities Meeting Date: August 5, 2026 Staff Report: 2512-5647 TITLE Informational Report: Utilities Quarterly Report for FY2026-Q3 RECOMMENDATION This is an informational report, and no action is requested. EXECUTIVE SUMMARY This report has been prepared to keep the Utilities Advisory Commission (UAC) apprised of the major issues that are facing the water, gas, electric, wastewater collection and fiber utilities including legislative/regulatory issues, utility-related capital improvement programs, operations, reliability impact measures and a utility financial summary. Items of special interest in this report are summarized below: Vacancies and Staffing – Appendix B The Utilities Department has 37 vacant positions out of 269 authorized positions or a 14% vacancy rate at the end of March 2026, compared to 46 vacancies or 17% in December 2025. Electric Operations continues to have the highest number of vacancies at 16 full-time employees (FTEs) or a 20% vacancy rate, however, there are 3 new hires since the previous quarter. CPAU is in the process of hiring and developing in-house crews to reduce reliance on third party contractors to reduce construction cost, improve work quality, and build in-house expertise. Electric Utility: Electric net supply cost for FY 2026 is currently projected to be $83.8M, which represents an 8.34% decrease from the adopted budget level of $91.7M. During FY 2026 through Q3, congestion and loss costs were down $6.2 million and transmission costs were down $1.8 million. (Section 1.1.1) Utilities staff is working with the Northern California Power Agency (NCPA) to identify new renewable energy and storage projects. (Section 1.1.3) An update regarding the electric grid modernization work is provided. With the completion of the pilot project in April 2025, 908 homes in the Pilot area are ready for electrification and overhead design and material procurement is in progress for the remainder of Phase 1, which will include an additional ~3,500 homes (Section 1.2). An update on electric power outages and reliability is provided (Section 1.3) Electric sales volumes in FY 2026 through Q3 were 6.1% higher than forecasted. (Section 1.4.1) Gas Utility: Gas prices have been relatively low and stable. (Section 2.1) Staff Report: 2512-5647 – Page 2 of 47 One gas main replacement project is in progress, and one is in the design stage; repairs at Arastradero Creek from the winter of 2023 storms are anticipated to begin mid-2027. (Section 2.2) An update on gas service interruptions and work to proactively meet new compliance goals before they go into effect is provided (Section 2.3) Gas sales are highly weather-dependent and were down 8.8% below forecast through Q3 of FY 2026 resulting from mild winter conditions. (Section 2.4.1) Water Utility: As of April 1, precipitation at the Hetch Hetchy weather station was about 93% of median for Water Year 2026. (Section 3.1) Two water main replacement projects are in the design stage; design work to relocate a water pumping line at Arastradero Creek is underway and the relocation work is anticipated to begin July 2028. (Section 3.2) Water sales through Q3 of FY 2026 were about 3.6% lower than forecasted; this number increased relative to Q2 when water sales were 6.1% below forecast driven by the water March weather in 2026. (Section 3.4.1) Wastewater Utility: Actual wastewater sales revenues through Q3 are tracking 3.8% above the budget. (Section 4.3.1) Fiber Utility: Dark fiber sales decreased by $0.3 million compared to the same period in the prior fiscal year. This decline in operating revenues is mainly from lower customer sales associated with customer disconnections due to move- outs and business closures. Staff Report: 2512-5647 – Page 2 of 47 Staff Report: 2512-5647 – Page 3 of 47 Utilities Quarterly Report Fiscal Year 2023 Staff Report: 2512-5647 – Page 4 of 47 1 ELECTRIC UTILITY.....................................................................................................................................................................6 1.1 ELECTRICITY SUPPLY AND TRANSMISSION ...........................................................................................................................................6 1.1.1 Forecasted Supply Costs...................................................................................................................................................6 1.1.2 Hydroelectric Conditions ..................................................................................................................................................7 1.1.3 Renewable Energy Procurement ......................................................................................................................................8 1.2 CAPITAL IMPROVEMENT PLAN STATUS ...............................................................................................................................................8 1.3 RELIABILITY ................................................................................................................................................................................10 1.4 FINANCIAL HEALTH ......................................................................................................................................................................10 1.4.1 Sales Forecasts vs. Actuals .............................................................................................................................................10 1.4.2 Financial Position ...........................................................................................................................................................11 2.1 GAS SUPPLY AND TRANSMISSION ....................................................................................................................................................13 2.1.1 Actual and Forecasted Supply Costs ..............................................................................................................................14 2.2 CAPITAL IMPROVEMENT PLAN STATUS .............................................................................................................................................14 2.3 RELIABILITY ................................................................................................................................................................................15 2.4 FINANCIAL HEALTH ......................................................................................................................................................................15 2.4.1 Sales Forecasts vs. Actuals .............................................................................................................................................15 2.4.2 Financial Position ...........................................................................................................................................................16 3.1 WATER SUPPLY AND TRANSMISSION ...............................................................................................................................................18 3.2 CAPITAL IMPROVEMENT PLAN STATUS .............................................................................................................................................20 3.3 RELIABILITY ................................................................................................................................................................................22 3.4 FINANCIAL HEALTH ......................................................................................................................................................................23 3.4.1 Sales Forecasts vs. Actuals .............................................................................................................................................23 3.4.2 Financial Position ...........................................................................................................................................................24 4.1 WASTEWATER TREATMENT UPDATES AND CAPITAL PLANNING STATUS ..................................................................................................25 4.1.1 Treatment Cost Trends...................................................................................................................................................25 4.1.2 Regional Water Quality Control Plant Capital Planning Status .....................................................................................26 4.2 COLLECTION SYSTEM CAPITAL IMPROVEMENT PLAN STATUS ................................................................................................................27 4.3 FINANCIAL HEALTH ......................................................................................................................................................................28 4.3.1 Sales Forecasts vs. Actuals .............................................................................................................................................28 4.3.2 Financial Position ...........................................................................................................................................................29 5.1 FIBER UTILITY STRATEGIC PLANNING ...............................................................................................................................................30 5.2 CAPITAL IMPROVEMENT PLAN STATUS .............................................................................................................................................30 5.3 RELIABILITY ................................................................................................................................................................................31 5.4 FINANCIAL HEALTH ......................................................................................................................................................................31 5.4.1 Fiber Sales ......................................................................................................................................................................31 5.4.2 Financial Position ...........................................................................................................................................................31 7.1 STATE LEGISLATIVE ACTIVITY ..........................................................................................................................................................34 7.2 STATE REGULATORY ACTIVITY ........................................................................................................................................................34 7.3 FEDERAL ACTIVITY .......................................................................................................................................................................35 Staff Report: 2512-5647 – Page 5 of 47 8 APPENDIX A: ENERGY RISK MANAGEMENT PROGRAM ..........................................................................................................37 8.1 OVERVIEW OF HEDGING PROGRAMS ...............................................................................................................................................37 8.2 OVERVIEW OF ENERGY RISK MANAGEMENT PROGRAM.......................................................................................................................37 8.3 FORWARD DEALS.........................................................................................................................................................................38 8.4 ELECTRIC MARKET EXPOSURE ........................................................................................................................................................38 Figures FIGURE 1: FY 2026 Q3 NET SUPPLY COST FORECAST VS. ACTUALS..........................................................................................................................7 FIGURE 2: FY 2026 Q1 – Q3 ADOPTED BUDGET VS ACTUAL NET SUPPLY COST ($K)..................................................................................................7 FIGURE 3: HYDRO GENERATION: FY 2026-2028 ACTUALS & PROJECTIONS (GWH)...................................................................................................8 FIGURE 4: HYDRO GENERATION: FY 2027-2029 UNCERTAINTY (GWH) ..................................................................................................................8 FIGURE 5: ELECTRIC SALES VOLUME (KWH), FY 2026-Q3...................................................................................................................................10 FIGURE 6: ELECTRIC SALES REVENUE ($), FY 2026-Q3.......................................................................................................................................11 FIGURE 7: BUDGET VS CURRENT ESTIMATE ($1,000S), FY 2026..........................................................................................................................11 FIGURE 8: PALO ALTO GAS COMMODITY RATES .................................................................................................................................................13 FIGURE 9: GAS SUPPLY COSTS ($), ACTUAL VS BUDGET, FY2026-Q3....................................................................................................................14 FIGURE 10: SEWER LATERAL INSPECTION...........................................................................................................................................................15 FIGURE 11: GAS SERVICE INTERRUPTIONS, FY 2025 TO FY 2026..........................................................................................................................15 FIGURE 12: GAS SALES VOLUME (THERMS), FY 2026 Q3....................................................................................................................................16 FIGURE 13: GAS SALES REVENUE ($), FY 2026 Q3............................................................................................................................................16 FIGURE 14: CURRENT WATER YEAR 10-STATION SNOW PILLOWS INDEX .................................................................................................................19 FIGURE 15: SFPUC WATER DELIVERIES ............................................................................................................................................................19 FIGURE 16: WATER SERVICE INTERRUPTIONS, FY 2025 TO FY 2026.....................................................................................................................23 FIGURE 17: WATER SALES VOLUME (CCF), FY 2026 Q3 ....................................................................................................................................23 FIGURE 18: WATER SALES REVENUE ($), FY 2026 Q3........................................................................................................................................24 FIGURE 19: PALO ALTO’S SHARE OF WASTEWATER TREATMENT EXPENSES ..............................................................................................................26 FIGURE 20: CURRENT RWQCP CAPITAL WORK IN-PROGRESS (AS OF MARCH 31, 2026)..........................................................................................27 FIGURE 21: WASTEWATER SALES REVENUE ($), FY 2026 Q3...............................................................................................................................28 FIGURE 22: ELECTRIC RESOURCE ADEQUACY DEALS.............................................................................................................................................38 FIGURE 23: ELECTRIC LOAD RESOURCE BALANCE, FY 2026 – 2029.......................................................................................................................38 FIGURE 24: UTILITIES VACANCIES AND RECRUITMENTS BY DIVISION........................................................................................................................40 FIGURE 25: ELECTRIFICATION PERMITS BY CATEGORY ..........................................................................................................................................41 FIGURE 26: ELECTRIC OUTAGE RELIABILITY, CY 2019 THROUGH 2025...................................................................................................................42 FIGURE 27 : CALENDAR YEAR 2025 SUSTAINED OUTAGES BY CAUSE ......................................................................................................................43 FIGURE 28: OFFSET PORTFOLIO COMPOSITION ...................................................................................................................................................45 FIGURE 29: OFFSET PROJECT DESCRIPTIONS ......................................................................................................................................................46 Staff Report: 2512-5647 – Page 6 of 47 1 Electric Utility The City’s electric utility serves all residential and non-residential electric demands in Palo Alto at a lower cost than PG&E in surrounding communities. Its electric supply portfolio is 100% carbon neutral. The City maintains and operates an electric distribution system but does not operate any transmission lines or any generating capacity on its own. Instead, the City belongs to Northern California Power Agency (NCPA) which operates its Calaveras hydroelectric generating plant and provides power scheduling services for its other generating resources. This carbon free power is supplied through power purchase agreements with various generation operators. 1.1 Electricity Supply and Transmission Below is an update on electricity supply and transmission services. 1.1.1 Forecasted Supply Costs The electric net supply cost for FY 2026 is currently projected to be $83.8 M, which represents an 8.34% decrease from the Adopted Budget level of $91.7 M. For FY 2027, electric net supply cost is projected to be $95.78 M. During Q3 of FY 2026, net supply cost was about ~$4.0M lower than the adopted budget. The largest changes relative to the previous quarter’s actual cost were the lower congestion and loss costs (down $3.5 M) and the lower transmission costs (down $1.1M). Overall, actual supply costs for FY 2026 through the end of Q3 are currently 8.71% below the budgeted level. Similar to Q3’s performance, actual congestion and loss costs were below budget by $6.2 million, and transmission costs were lower than budget by $1.8 million year to date. FY 2026 has seen higher-than-expected load demand, which reduced surplus energy sales (down $3.5M). Revenue from RA sales as well was also higher than expected (up $2.2 M). Based on these actuals and the forecasted supply costs for the remainder of the year, which differ from the estimated April and May costs shown in the figure below, FY 2026 net supply cost is projected to end the fiscal year $7.65 M below the adopted budget. Staff Report: 2512-5647 – Page 7 of 47 Figure 1: FY 2026 Q3 Net Supply Cost Forecast vs. Actuals Figure 2: FY 2026 Q1 – Q3 Adopted Budget vs Actual Net Supply Cost ($K) 1.1.2 Hydroelectric Conditions The City receives power from two hydroelectric projects, the Calaveras project and the Western Base Resource contract for federal hydropower from the Central Valley Project.1 The watershed for Western hydropower is primarily in the northern end of California, while the watershed for the Calaveras project is in the Central Sierras. Following the average water year of 2024-2025, reservoir levels across the state have maintained slightly above average levels. As of April 21st, precipitation in northern California is about 1% above average for this time of year, while central California is 11% below average. Hydro generation levels are currently projected to be roughly average for FY 2026 and FY 1 The Calaveras project is a hydropower project located in Calaveras County that is maintained and operated by the Northern California Power Agency on behalf of the City and other project participants. The City is also one of several public entities with contracts with the Western Area Power Administration for “Base Resource” electricity, which is the hydroelectric power available from the federal government’s Central Valley Project (operated by the Bureau of Reclamation) after accounting for power used for Central Valley Project operations and power delivered to certain “preference” customers. Adopted Budget Back Office Actual Variance Variance % Jul-25 4,553 4,184 (368) -8.1% Aug-25 6,431 6,651 220 3.4% Sep-25 6,714 5,590 (1,124) -16.7% Oct-25 8,346 6,978 (1,368) -16.4% Nov-25 8,709 9,836 1,127 12.9% Dec-25 8,786 8,222 (563) -6.4% Jan-26 9,490 6,342 (3,149) -33.2% Feb-26 8,193 7,299 (894) -10.9% Mar-26 8,446 8,499 53 0.6% Total 69,667 63,601 (6,066) -8.7% Staff Report: 2512-5647 – Page 8 of 47 2027, with total output of about 96% of the long-term average level for FY 2026 through FY 2028. As shown in Figure 3, hydropower generation has high uncertainty beyond roughly six months from the forecast date. Figure 3: Hydro Generation: FY 2026-2028 Actuals & Projections (GWh) Figure 4: Hydro Generation: FY 2027-2029 Uncertainty (GWh) 1.1.3 Renewable Energy Procurement 1.2 Capital Improvement Plan Status EL-17001 (East Meadow Circles 4/12kV Conversion) This project is scheduled to be completed in several phases. Phase 1 is completed. Phase 2 engineering design is completed. Phase 2 construction is expected to be completed December 2026. EL-10006 (Rebuild Underground 24) This project is in the design phase, which is scheduled to be completed in December 2026. Construction will be completed by December 2027. EL-16000 (Rebuild Underground 26) FY 2026 FY 2027 FY 2028 Calaveras Generation (GWh)106 113 97 Western Generation (GWh)244 259 259 Total Hydro Generation (GWh)350 372 356 % of Long-term Average Total 93%99%95% Long-term Average Total Hydro (GWh)376 376 376 Staff Report: 2512-5647 – Page 9 of 47 The engineering design for this project is currently in progress. The project will be completed in multiple phases and will take additional years to complete. All engineering design phases are expected to be completed by December 2026. Construction is expected to be completed by December 2028. EL-19004 (Wood Pole Replacement) CPAU staff and contract consultants are continuously working on pole replacement designs for construction. 44 poles were replaced to date in FY 2026. The replacement of poles will continue to be prioritized in the Grid Modernization areas. EL-16003 (Substation Physical Security) This project is scheduled to be completed in two phases. Substation Security lighting and camera contract was awarded in June 2022. The installation for the first phase was completed for 7 of the 9 substations in December 2024. The next phase of the Substation Physical Security Project is pending the Colorado Master Plan. The Colorado Master Plan incorporates and coordinates all planned construction work at Colorado Substation, and the Physical Security work is expected to start in FY27. EL-17002 (Substation 60kV Breaker Replacement) This project funds the purchase and replacement of both 60kV and 12kV substation circuit breakers that are reaching the end of their useful life expectancy. Council approved the purchase request for the sixteen 12kV circuit breakers and eight 60kV breakers. The installation of the 12kV breakers is complete. The project to purchase the eight 60KV breakers was approved by City Council on May 20, 2024. The engineering design and installation of the 60kV breakers has been postponed pending the results and recommendations of a Master Plan for Colorado Substation, a Plan that coordinates all planned work in the Substation and is expected to result in a re-design of the 60KV Buss to either a Breaker-and-a-Half or Ring Buss scheme. The final Master Plan from the City's consultant Ampirical is expected to be delivered by the end of FY26, and the tentative schedule for the Colorado Substation re-design is expected to commence in FY27. EL-21001 (Foothills Rebuild) This project will rebuild approximately 9 miles of overhead line in Foothills Park, as necessary to lower the risk of wildfires due to overhead electric lines. Staff has completed 39,200 feet of substructure work and de-energized an equivalent amount of overhead electric lines. Substructure for Phase 1 was completed in Spring 2022 and the substructure for Phase 2 was completed in June 2023. Phase 3 construction is 100% complete with substructures and cable installed and energized. Phase 4 construction has completed 20,700 feet of the planned 22,000 feet. Phase 4 undergrounding and has slowed due to winter weather. Phase 5 substructure installation along Arastradero road is 100% completed with all substructure and cable installed and energized. Phase 4 undergrounding is planned for completion this summer and overhead lines (currently de-energized) will be removed on all phases as weather permits. All work is expected to be complete before the end of fiscal year 2026. EL-02011 (Electric Utility Geographic Information System (GIS)) The project scope includes on-going maintenance/technical support of the existing GIS system and implementation of the new GIS platform, ESRI. IT is developing a new ESRI based, asset management system Electric Engineering and Operations that will be completed by July 2026. EL-24000 (Grid Modernization) The Pilot project was completed April 2025. Sixty-six poles have been replaced in the Grid Modernization Pilot area. Additionally, 908 homes in the Pilot area are ready for electrification. The overhead design and material procurement is in progress for the remainder of Phase 1. This includes an additional ~3,500 homes within boundaries of Embarcadero Road, West Bayshore Road, Loma Verde Ave, Middlefield Road, Oregon Expressway, and El Camino Real. The scope remains the same as the Pilot area, which is to upgrade and install new transformers, overhead wires, poles and attachment equipment. The target date for Engineering design is December 2026 and construction to follow (12-18 months). Additionally, as Engineering staff review customer Staff Report: 2512-5647 – Page 10 of 47 service upgrade requests and maintenance projects throughout the City, opportunities for infrastructure upgrades are being designed and constructed. An additional 24 transformers have been designed for upgrade or new install, which makes 150+ homes ready for electrification outside of the Phase 1 area. East Meadow Circles is also currently in construction which will convert the line voltage to 12kV and electrify 289 homes by July 2026. 1.3 Reliability CPAU tracks electric power outages through industry recognized indices; System Average Interruption Duration Index (SAIDI), System Average Interruption Frequency Index (SAIFI), and Customer Average Interruption Duration Index (CAIDI). The chart below summarizes outage indices for Palo Alto. With this quarterly update, staff is presenting outage indices and discussion in Appendix C. 1.4 Financial Health Below is a summary of the financial position for the electric utility. 1.4.1 Sales Forecasts vs. Actuals Actual electric sales volumes through FY 2026-Q3 were 6.1% higher than forecast (653.9 GWh), driven by continued consumption from the top ten commercial customers, largely reflecting increased data center demand. Overall, actual sales revenues through FY 2026-Q3 exceeded the Financial Plan by 1.5%. Figure 5: Electric Sales Volume (kWh), FY 2026-Q3 6.1% Staff Report: 2512-5647 – Page 11 of 47 Figure 6: Electric Sales Revenue ($), FY 2026-Q3 1.4.2 Financial Position In FY 2026, total revenues are expected to be about $16.6 million, or 7% higher than budgeted, due to load growth and higher-than-expected wholesale revenues. Total expenses are expected to be about $27.5 million, or 12% higher than budgeted, due to higher supply purchases and increased capital investment funding, including grid modernization, partially offset by lower operations costs. Staff will update the estimated numbers with actual figures in the Q4 report. Figure 7: Budget vs Current Estimate ($1,000s), FY 2026 Budget Estimated Var.Var. % Sales Revenue 190,025 199,175 9,151 5% Other Revenue 49,870 57,326 7,456 15% Revenue 239,895 256,501 16,607 7% Supply Purchases 127,961 134,879 6,919 5% Operations (w/o CIP) 91,434 81,766 (9,668)-11% CIP 5,332 35,591 30,259 567% Expense 224,727 252,236 27,509 12% Net (Cost)/Benefit 15,168 4,265 (10,902)-72% Staff proposed a 6% rate increase in FY 2027 in the March 31 UAC meeting3, which is the same as projected in the FY 2026 Financial Forecast4 presented to Council on June 16, 2025. Staff projects the Electric Utility’s Operations Reserve will total $41.6 million at end of FY 2026, which is below the target level of $49.3 million. Staff expects that debt will be issued in FY 2027 to offset a portion of the grid modernization costs already spent and planned in FY 2026 – FY 2029. At the Finance Committee meeting on April 21, 20265, the Finance Committee approved staff’s proposal, with a modification to increase the $6 million to the hydro stabilization reserve over a two-year period with a corresponding reduction in the rate increase 3 Staff Report 2512-5641: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=87018&dbid=0&repo=PaloAlto 4 Attachment D, Exhibit 1 to Staff Report 2411-3776, June 16, 2025: 5 Staff Report 2512-5603: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=87766&dbid=0&repo=PaloAlto 1.5% Staff Report: 2512-5647 – Page 12 of 47 from 6% to 4.5% in FY 2027. This revised proposal was approved unanimously. The City Council approved the revised Electric rate proposal in June 2026. Staff Report: 2512-5647 – Page 13 of 47 2 Gas Utility The City’s gas utility serves all residential and non-residential gas demand in Palo Alto. The City maintains and operates a system of medium-pressure gas lines for delivering gas but does not operate any transmission lines. Costs for the gas utility are split approximately two thirds for the operation, maintenance, and capital improvement and one third for the cost of the gas commodity, PG&E gas transmission, compliance with the State’s Cap and Trade Program and the City’s Carbon Neutral Gas Program. 2.1 Gas Supply and Transmission After experiencing a notable price spike during winter 2022-2023, natural gas prices in California have seen a significant decline, returning to more typical ranges. This shift can be attributed to several factors, including milder temperatures and above average gas storage levels in the West. The combination of these factors has kept natural gas prices low, and we do not expect a significant price spike to occur in the near future. The chart below shows Palo Alto’s gas commodity rates from September 2021 through March 2026. Figure 8: Palo Alto Gas Commodity Rates Staff Report: 2512-5647 – Page 14 of 47 2.1.1 Actual and Forecasted Supply Costs Actual supply costs ($11.42 million) through FY 2026-Q3 were approximately 32% lower than budgeted ($16.88 million) in the FY 2026 Financial Forecast. This variance was primarily driven by historically low natural gas prices, which remained well below initial forecasts. PG&E benchmark prices at Citygate and Malin were projected at $4.74 and $4.14 per MMBtu through the third quarter of 2026, while actual average costs have been substantially lower at $3.28 per MMBtu. Figure 9: Gas Supply Costs ($), Actual vs Budget, FY2026-Q3 2.2 Capital Improvement Plan Status The following capital projects are currently in progress: GS-15000 – GMR 25 (Gas Main Replacement 25) The GMR 25 project will replace approximately 26,000 linear feet of gas mains on Ross Road from Colorado Avenue to East Meadow Drive and surrounding streets, as well as North and Southampton Drive and surrounding streets, and Walter Hays Drive and surrounding streets. Construction on the project began in March 2026 and is anticipated to finish in mid-2027. Currently the contractor is installing pipelines in the North and Southampton Drive and surrounding streets area. A $16.5 million reimbursable grant from the Pipeline and Hazardous Material Safety Administration was awarded for this project. GS-25001 – Gas Line Repair at Arastradero Creek During the 2023 winter storms, portions of Arastradero Creek eroded away and exposed a gas pipeline crossing Arastradero Creek. This project completed the data gathering phase and will begin the design and permitting phase of the work. A permanent solution was presented to the permitting agencies (Water Board, CDFW, USACE) in August 2025 for input. Construction on this project is anticipated in mid-2027 through mid-2028. All work will take place in the Pearson Arastradero Preserve. GS-16000 – GMR 26 (Gas Main Replacement 26) The GMR 26 project will replace approximately 26,000 linear feet of gas mains in the Midtown, Palo Verde, Fairmeadow, and Evergreen Park neighborhoods. The project is currently in design with construction anticipated in mid-2027. Operational Fund – Historic Crossbore Inspection Project The Cross Bore Phase IV Project includes a total of 963 sewer laterals located throughout the City. The project inspections are on-going and are being performed by the City’s Operational crew. The laterals that cannot be completed by city crews, will be inspected by a contractor at a later date. A total of 271 laterals have been inspected by city crews, with 153 confirmed to be free of cross bores, and 118 more presenting more complex situations Staff Report: 2512-5647 – Page 15 of 47 requiring reinspection with specialty equipment, which may be completed by a contractor or staff with additional training. A lateral launch camera may be required for the reinspection, which Operations staff recently acquired. Training was completed in December 2025. 692 sewer laterals remain to be inspected by city crews and will continue in 2026 when new hourly employees are anticipated to be hired. Figure 10: Sewer Lateral Inspection 2.3 Reliability The City of Palo Alto tracks all gas service interruptions. A summary chart of these interruptions can be found below. Gas service interruptions are usually due to repairs of broken or damaged gas services and mains. This kind of damage is often caused by excavation by outside parties digging in the City. In Q1 FY25, staff recorded higher numbers in gas service interruption tracking due to the division allocating more resources to resolve existing gas leaks. These leaks are small and are monitored; however, expected changes in gas legislation will require them to be resolved more quickly. The gas division has been proactively working to meet upcoming compliance goals before the new rules go into effect. In Q2 FY 2026 there was an increased number of gas dig-ins by outside contractors. These were responsible for 7 of the 11 outages and 189 of the customers affected. In Q3 FY 2026 the total minutes increased from Q2 due to unplanned gas leaks and repairs needed to resolve these leaks. Figure 11: Gas Service Interruptions, FY 2025 to FY 2026 FY 2025 FY 2026 Gas Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Number of Breaks 13 7 6 6 4 11 9 Total Minutes 1860 1205 1050 930 300 1063 1770 Customers Affected 135 48 23 40 17 200 202 2.4 Financial Health Below is a summary of the financial position for the gas utility. 2.4.1 Sales Forecasts vs. Actuals Actual gas sales volumes through Q3 2026 were approximately 8.8% below forecast, resulting in revenues 20.6% below budget, as gas market prices remained lower than anticipated. In addition, milder-than-normal winter conditions in the Palo Alto area contributed to reduced heating demand, with approximately 57% of days in Q3 2026 above historical temperature norms and no corresponding increase in extreme cold days. 153 118 692 Total Sewer Laterals Completed Total Sewer Laterals Incomplete Total Addresses remaining to be Inspected 963 sewer laterals for Inspection Staff Report: 2512-5647 – Page 16 of 47 Figure 12: Gas Sales Volume (Therms), FY 2026 Q3 2.4.2 Financial Position At the end of FY 2025, the Gas Utility’s Operations Reserve was $9.7 million, slightly above the minimum guideline level of $8.6 million (this balance includes $8.57 million held in the CIP Reappropriations Reserve to be reimbursed through a grant, and $5.4 million temporarily recorded in the Operations Commitments Reserve due to an administrative oversight, which should have been placed in Operations Reserve). Gas sales revenue in FY 2025 was about $4.7 million below forecast due to lower usage. Although supply purchases were $3.2 million below forecast and distribution expenses were $0.6 million lower, these savings did not fully offset the revenue shortfall. CIP expenses exceeded projections by $6.8 million, funded largely through the CIP Reappropriation and Commitments Reserve for Gas Main Replacement Project 24. In FY 2026 and FY 2027, staff projects the Operations Reserve will be impacted by lower sales revenues from lower consumption and higher CIP expenses. Staff projects the Gas Utility’s Operations Reserve will total $12.1 million at end of FY 2026. -20.6% Staff Report: 2512-5647 – Page 17 of 47 As a result, staff proposed a 9% overall increase for FY 2027 in the March 31 UAC meeting9, assuming supply charges remain unchanged, which is higher than the 6% overall increase projected in the FY 2026 Financial Forecast10 presented to Council on June 16, 2025. Commissioners voted 4-3 to recommend an overall rate increase of 7% for FY 2027, instead of the staff proposed overall rate increase of 9%, and identify potential options to address the resulting gap, including reducing the General Fund Transfer and tapping reserves. At the April 21 Finance Committee meeting11, staff proposed a 9% overall increase for FY 2027 and outlined alternative options for lowering the rate increases. A Committee member proposed deferring the staff’s rate reduction options, particularly reducing and extending the gas spike mitigation collection, for consideration by the full City Council. However, another Committee member expressed concern about the risk of future gas commodity spikes and preferred to maintain the current pace of rate increases as proposed by staff. The Finance Committee approved staff’s proposal, which passed on a 2-1 vote. The City Council approved the 9% overall gas rate increase in June 2026. 9 Staff Report 2512-5641: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=87018&dbid=0&repo=PaloAlto 10 Attachment D, Exhibit 1 to Staff Report 2411-3776, June 16, 2025: 11 Staff Report 2512-5607: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=87765&dbid=0&repo=PaloAlto Staff Report: 2512-5647 – Page 18 of 47 3 Water Utility The Water Utility serves water to virtually all Palo Alto residential and non-residential customers. All potable water in the City is from the San Francisco Public Utilities Commission (SFPUC) Hetch Hetchy Water System. This system delivers high quality water from the Sierra Nevada and uses no pumping to deliver water to the City. Palo Alto uses a small amount of recycled water for irrigation of the Municipal Golf Course and a few other sites near the Regional Water Quality Control Plant. The City also maintains a system of reservoirs, wells, and emergency interties that enable Palo Alto to serve water during an interruption of the Hetch Hetchy system. Costs for the Water Utility are split approximately half for the operation, maintenance and periodic replacement of Palo Alto’s water system and half for the costs of the water purchased. 3.1 Water Supply and Transmission As of April 1, 2026, cumulative Hetch Hetchy Weather Station precipitation for Water Year (WY) 2026 was 93% of median, and the Regional Water System total storage operated by the San Francisco Public Utilities Commission (SFPUC) was at 93% of maximum storage and the Water Bank was full. Regional Water System Storage is 1,387 Thousand Acre Feet (TAF) as of April 1, 2026. March 2026 brought unusually hot and dry conditions in the Tuolumne River Basin, accelerating snowmelt and producing earlier-than-normal runoff and elevated river flows. Even so, reservoir operations are being actively managed to maintain seasonal targets, and all upcountry reservoirs are projected to reach maximum storage by the end of runoff, with the Water Bank expected to remain full. Overall, current storage conditions remain strong, supporting a reliable water supply outlook for the year. The figure below shows current water year 10-Station Snow Pillows Index as of April 1 (red line), based on real-time snow water equivalent measurements in the Tuolumne Basin. Historic median, wet and dry years, and previous water year are included for comparison purposes. Staff Report: 2512-5647 – Page 19 of 47 Figure 14: Current Water Year 10-Station Snow Pillows Index The figure below shows water usage for the South Bay/East Bay (including Palo Alto) compared to several benchmarks, including 2015, 2025 and a five-year average. For the South Bay/East Bay region as well as systemwide, demand for 2026 has been higher than the average of the last five years, reflecting the unusually hot and dry conditions in March. California Senate Bill 555, adopted in 2015, requires all California water suppliers to submit annual validated water loss audits to the Department of Water Resources. These audits are prepared and validated in accordance with the American Water Works Association M36 Manual for Water Audits and Loss Control Programs. The audits help identify the scale and sources of water loss and guide operational and capital investments that improve the efficiency of water production and delivery. Staff Report: 2512-5647 – Page 20 of 47 Each year the City tests its water supply meters and more than one hundred customer meters for accuracy. Meters with low or no flow are identified and replaced to maintain accurate accounting and billing. Staff issued a notice of award to ME Simpson to conduct an acoustical leak detection survey of the water distribution system, with field work expected to begin in Spring 2026. CY2022 o Apparent Losses: 16.1 gal/connection/day o Real Losses: 6.7 gal/connection/day CY2023 o Apparent Losses: 16.7 gal/connection/day o Real Losses: 4.0 gal/connection/day CY2024 o Apparent Losses: 11.6 gal/connection/day o Real Losses: 6.8 gal/connection/day 3.2 Capital Improvement Plan Status WS-09000 – Water Tank Seismic Upgrade and Rehabilitation The seismic water system improvement project will be completing an engineering assessment and seismic analysis of two 60-year-old, one-million-gallon, welded steel tanks located near the San Andreas Fault. These are the last two water storage tanks in the distribution network yet to be seismically retrofitted. The tanks also require rehabilitation and new coatings. The engineering assessment will be completed by Fall of 2026. Staff will solicit services for engineering design, and the anticipated project construction start date for rehabilitation is January 2030. WS-16001 – WMR 30 (Water Main Replacement 30) The WMR 30 project is currently in the design phase and will replace approximately 2,700 linear feet of water main on Stanford Avenue and Channing Avenue. The anticipated project construction start date is in Spring of 2027. WS-19001 – WMR 31 (Water Main Replacement 31) The WMR 31 project is currently in a preliminary scoping phase. The project will replace approximately 4,000 linear feet of water main. This pipe replacement project is being coordinated with the Gas Replacement Program. A combined water and gas replacement project is anticipated to start in Summer of 2028. WS-11003 – Water Distribution System Improvements Arastradero Creek Relocation: During the 2023 winter storms, a section of Arastradero Creek eroded away and exposed a gas pipeline crossing. The gas line is in close proximity to a large diameter water pumping line. This project will relocate the water pumping line to a location out of the creek bed and eliminate the undermined creek crossing. The project is currently in design and permitting phase of the work. A preliminary design for the relocated water line has been completed. Work to relocate the pipeline is anticipated for July 2028. Staff Report: 2512-5647 – Page 21 of 47 Water System Leak Detection: Leaks are repaired when they reach the surface, but small leaks can remain hidden. This project will use acoustical leak detection to identify and map small, unreported leaks in the distribution system. The data will guide future repairs and pipe replacement priorities. Leak detection began in April of 2026 and will finish by Summer of 2026, with additional leak detection repeated in 2027 and 2028 under a 3-year contract, as needed. This approach follows state guidance. Water HDPE and Water Standard Updates: The Plastic Pipe Institute released a new technical paper for engineering and design of in-line anchor blocks for new HDPE pipe. This project will prepare new engineering calculations and standard details. HDPE is the primary pipe material for all new water pipes in Palo Alto. These engineered details will be used in all water main replacement projects within the City. Calculation and new details are expected to be completed by Summer of 2026. WS-11004 – Water System Supply Improvements Risk and Resilience Assessment & Emergency Response Plan: In compliance with the Safe Drinking Water Act Section 1433 and the America’s Water Infrastructure Act Section 2013 an update to the Risk and Resilience Assessment was completed in December of 2025 and certified with the U.S. EPA before the deadline. An update to the Emergency Response Plan (“ERP”) for the water utility began in January of 2026. The first draft of the ERP was completed in April of 2026 and the final plan will be completed and certified by June of 2026. Water System Master Plan: The previous full system water system master plan was completed in 1999, and a Master Plan of the water distribution piping network was completed in 2015. A new Water System Master Plan will evaluate the City’s existing water distribution system, demands, and maintenance needs. The plan will develop a recommended and prioritized list of capital improvement projects. Professional engineering services to prepare the plan will be solicited by Spring of 2026. Well Improvements: Palo Alto owns eight wells. The pump at the El Camino Park Well failed and was removed, rebuilt, and returned to service. About one hundred eighty feet of column pipe was replaced with new 10-inch steel pipe, and the pump received a new power cable, new coatings, and a new intake strainer. The well casing was inspected and cleaned before reinstallation. Engineering and operations staff are planning a well site assessment for potential emergency backup power needs, with an informal review completed in Winter 2025 to identify generator locations, new power cables, and other well site improvements. Generator sizing calculations and a strategic plan to provide back-up power generation to each well site will be completed in Summer of 2026. Wildfire Hardening Improvements: Wildfires can contaminate potable water and damage water system infrastructure. The Office of Emergency Services, with input from water engineering staff, updated vegetation removal plans and wildfire hardening buffers around water facilities in Fire Hazard Severity Zones. Professional services will be solicited in 2026 to evaluate vulnerable facilities in these zones and recommend improvements. Appurtenances and Large Meter Replacements: Small water meters are routinely replaced and monitored for low and no flow errors. Meters three inches and larger serve critical customers and require more complex testing and replacement. Several large meters have been identified for replacement through the AMI program, which will improve accuracy and data quality for annual water audits and loss reduction efforts. A solicitation for construction services is planned for Spring 2026 and will include on call work to replace aging sampling stations and air release valves. Water Storage Improvements: The City of Palo Alto owns and maintains seven water storage reservoirs, two of which need improvement or replacement. A new PAX water tank mixer has been purchased to replace the mixer for the Montebello Tank site after the water tank mixer failed. The Boronda Tank roof has multiple indentations where water collects and ponds on the roof. Construction services will be solicited in 2026 to mitigate the roof ponding in accordance with State Water Resources Control Board requirements. Staff Report: 2512-5647 – Page 22 of 47 Water Supply Connections: Palo Alto receives water through five connections to the San Francisco Public Utility Commission Regional Water System. Three of the connections tie into the 36-inch Palo Alto Pipeline along El Camino Real. The supply connection at California Avenue and El Camino Real was reconstructed in 2024, providing improved control of water supply pressure. Engineering and operations plan to adjust valving from the new station to serve a second pressure zone and strengthen system resiliency. This project will also add communication and control devices and pipe supports. Operations have improved water quality monitoring with new on demand chlorine analyzers installed at the supply connections. Automatic Flushing Systems: Most storage in the distribution network is reserved for emergency supply. About six and a half million gallons are stored west of El Camino Real in tanks built in the 1950s and 1960s, including a series of five tanks and pump stations from Arastradero Road to Montebello Road. Water in these tanks and in the main City reservoirs is routinely cycled into the system to maintain freshness, and staff flush low-demand areas to manage water age. Operations and engineering have identified potential sites for automatic flushing systems that can be coordinated with tank down flush cycles and seasonal water quality needs. A pilot is planned for 2026. WS-13002 – Water General Equipment/Tools This project will purchase multiple new tools and equipment to support operation and engineering needs. The following equipment and tools will be purchased this fiscal year. o A new tapping machine to replace an old tapping machine with a failed motor o New clamp-on flow monitoring device o New line stopping equipment and replacement components WS-80013 – Water System Customer Connections This project is a permanent, ongoing project. The project includes improvements required to provide service to new customers and customers requesting expanded service. Work includes new main extensions, valves, domestic services, meters on upgraded services, backflow devices, fire services, and fire hydrants. WS-80014 – Water Service and Hydrant Replacement This project is a permanent, ongoing project. The project replaces system control valves, deteriorated services, and replacing fire hydrants. WS-80015 – Water Meters New meters have been purchased for the AMI program, which is currently 90% complete. In 2026, staff will purchase all of the new large meters of 3” and larger, for the Appurtenance and Large Meter Replacement project work described above in the WS-11004 section. 3.3 Reliability The City of Palo Alto tracks all water service interruptions. A summary chart of these interruptions can be found below. Water service interruptions are usually due to repairs of broken or damaged water services and mains. The number of water service interruptions increased in Q3, although there is no systemic cause. Five incidents in Q3 affected more customers than usual and a few were longer shutdowns than usual. For example, one break affected 25 people with an outage of 600 minutes. Staff Report: 2512-5647 – Page 23 of 47 Figure 16: Water Service Interruptions, FY 2025 to FY 2026 FY 2025 FY 2026WaterQ1Q2Q3Q4Q1Q2Q3 Q4 Number of Breaks 8 7 7 8 6 7 12 Combined Minutes 510 1250 795 960 1200 1295 2308 Customers Affected 127 99 61 146 95 114 162 Water distribution network hydraulic capacity design includes sizing pipelines, pump stations, pressure-regulating valves, tanks and reservoirs to meet water demand and system flow needs. Fire-flow demand plus maximum day demand is an important limiting demand condition for pipe sizing and system operation. In 2025, the Fire Department and Water Transmission Operational team completed multiple large, multi-hydrant fire flow tests throughout the two largest pressure zones. The results indicated stronger than expected water system performance, and it improved coordination between the Fire Department and Water utility. The City of Palo Alto’s water system has seven emergency interties with neighboring water agencies. There are two interties with Stanford University, one intertie with the City of East Palo Alto, two interties with the City of Mountain View, and two interties with Purissima Hills Water District. The City of Palo Alto and the City of East Palo Alto maintain an emergency intertie on the University Avenue bridge over the San Francisquito Creek. The City of East Palo Alto completed the first phase of the reconstruction of the emergency intertie. The project improved reliability and flows of the emergency intertie. The General Manager of Purissima Hills Water District requested an additional emergency intertie located near the intersection of Page Mill and Old Page Mill Road. City of Palo Alto and Purissima Hills Water District engineering teams are analyzing benefits. 3.4 Financial Health Below is a summary of the financial position for the water utility. 3.4.1 Sales Forecasts vs. Actuals Actual water sales volumes through FY 2026 Q3 were 3.6% lower than forecasted, and actual water sales revenues were about 3.9% lower than budgeted. However, warmer-than-expected weather in March drove usage above budget. -3.6% Staff Report: 2512-5647 – Page 24 of 47 Figure 18: Water Sales Revenue ($), FY 2026 Q3 3.4.2 Financial Position At FY 2025 year-end, the Water Operations Reserve balance was $16.35 million, which is within the guideline range. Additionally, the Rate Stabilization Reserve had $4 million remaining at the end of FY 2025. In March 2026, staff presented to the Utilities Advisory Commission (UAC)15 and the Finance Committee16 a 12% distribution rate increase and an 8% commodity rate increase, which is equivalent to a 10% overall system average increase. The UAC recommended (vote: 5- 2) an overall 8% rate increase for FY 2027 and reducing the amount going to the operation reserves by $1.2 million from the proposed amount. The Finance Committee (vote: 3-0) agreed with that recommendation. On April 28, 2026, the San Francisco Public Utilities Commission adopted a wholesale rate (commodity rate) increase of 7.4% for FY 2027. The City Council approved the overall 8% rate increase in June 2026, which reflects an 8.3% distribution rate increase and a pass- through 7.4% commodity rate increase. 15 Staff Report 2512-5639: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=86697&dbid=0&repo=PaloAlto 16 Staff Report 2512-5604: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=86855&dbid=0&repo=PaloAlto -3.9% Staff Report: 2512-5647 – Page 25 of 47 4 Wastewater Utility The Wastewater Utility includes the system of sewer pipes that collect and transport wastewater to the Regional Water Quality Control Plant (RWQCP) operated by the City of Palo Alto under a partnership agreement with several surrounding communities, as well as Palo Alto’s share of the cost of operating the RWQCP. The RWQCP provides treatment and disposal of wastewater for Palo Alto. Costs for the Wastewater Utility are split approximately half for the operation, maintenance and periodic replacement of Palo Alto’s sewer collection system and half for the costs of wastewater treatment at the RWQCP. 4.1 Wastewater Treatment Updates and Capital Planning Status The RWQCP, operated by Palo Alto's Public Works Department, provides wastewater treatment to Palo Alto, Mountain View, Stanford, Los Altos, East Palo Alto, and Los Altos Hills. The Palo Alto Wastewater Collection Utility contributes approximately 36% of the costs in FY 2025. Capital costs, driven by necessary upgrades to aging equipment and changing environmental regulations, are a major factor in cost increases. With plant equipment over 50 years old, significant rehabilitation and replacement are required to maintain safe, compliant wastewater treatment operations. 4.1.1 Treatment Cost Trends RWQCP staff project a 10% average annual increase in net treatment costs paid by Palo Alto’s Wastewater Utility from FY 2027 to FY 2031. The main drivers are capital projects, materials, and debt service (including loan repayments). Treatment capital expenses, including debt service, are expected to rise by about 29% per year on average to fund equipment replacement and major upgrades. The figure below outlines Palo Alto’s share of estimated net treatment costs, including treatment operations costs, pay-as-you-go CIP expenses, existing debt service, and planned debt service payments shown in the "Planned Debt Service" bar. Staff Report: 2512-5647 – Page 26 of 47 Figure 19: Palo Alto’s Share of Wastewater Treatment Expenses Note: Total wastewater treatment expenses (green line) shown above are presented net of projected Valley Water grant funding While operations costs make up the bulk of treatment expenses, they are growing slower than planned debt service. The largest increase in planned debt service in FY 2030 is primarily due to the debt service repayments beginning on the Secondary Treatment Upgrades, which is an estimated $193 million capital project to remove nutrients from the wastewater (denitrification) in order to meet upcoming regulatory requirements. Nutrient removal is important to reduce algae blooms that kill fish and other aquatic life. The Secondary Treatment Upgrades project will also replace critical, aging mechanical and electrical equipment. In June 2024, the Council approved a Cost-Sharing Agreement with the Santa Clara Valley Water District for the Guiding Principle 5 grant program, which funds future RWQCP19 projects. The program supports communities like Palo Alto, where taxpayers pay State Water Project property taxes but rely on non-Valley Water supplies for most of their water. Staff estimates a total of $11.2 million in grant funding for Palo Alto’s share of approved RWQCP projects, directly benefiting local customers. Four upcoming projects are eligible for this funding: Outfall Line Construction Headworks Facility Replacement 12kV Electrical Power Distribution Loop Improvements Joint Intercepting Sewer Rehabilitation In FY 2025, approximately $2.8 million in CIP expenses were reimbursed through this funding, and about $3.9 million in reimbursements are anticipated in FY 2026. 4.1.2 Regional Water Quality Control Plant Capital Planning Status The RWQCP continues to undergo significant capital improvements to address aging infrastructure, respond to evolving regulations, and meet future capacity needs. These efforts are guided by the Long-Range Facilities Plan (LRFP), which was originally adopted in 2012 and is now undergoing a comprehensive update, anticipated for completion in 2027. The 19 Staff Report 2404-2877, June 3, 2024 https://portal.laserfiche.com/Portal/DocView.aspx?id=72164&repo=r-704298fc ​ 12,734 5% 13,387 24% 16,625 7% 17,833 2% 18,200 32% 24,101 3% 24,861 - 5,000 10,000 15,000 20,000 25,000 30,000 2025 2026 2027 2028 2029 2030 2031 Actuals Projected Ne t E x p e n s e s ( $ 0 0 0 ) Fiscal Year Treatment O&M Pay-as-you-go CIP Expenses Existing Debt Services Planned Debt Services Total and YOY% Staff Report: 2512-5647 – Page 27 of 47 following table summarizes these ongoing projects and provides their status and costs. Palo Alto’s share of these costs is captured in Figure 17 in the “Planned Debt Service” category. Figure 20: Current RWQCP Capital Work In-Progress (as of March 31, 2026) 4.2 Collection System Capital Improvement Plan Status WC-15002 – Wastewater System Improvements - Sewer Master Plan Study The Master Plan Study evaluated the City’s existing wastewater collection system, flows, and flow patterns to determine the adequacy of the system’s hydraulic capacity to meet current and anticipated future wastewater flow demands and develop a recommended prioritized Sewer Main rehabilitation plan. The project kicked off in December 2023. The project was completed in December 2025. WC-15002– Wastewater System Improvements and WC-13002 – Lodge/Foothills Lift Station Emergency Back-up Generator Purchase The Lodge/Foothills Lift Station (LFHLS) experienced pump failure of Pump #1 and partial failure of Pump #2. Pump #1 was removed, repaired, and reinstalled. Pump #2 was removed and transported to vendor to repair. Pump #2 was repaired and installed in December 2025. Engineering assessed that the current back-up generator was undersized for load demands on the lift station pumps. An undersized generator at a lift station causes severe damage to the pumps by failing to provide enough starting wattage, leading to low voltage (brownout conditions). This causes excessive heat, overloaded motors, premature mechanical seal failure, and burnout. The generator was delivered to the City on December 24, 2025. The City has finalized the DMV Special Equipment registration of this generator in February 2026. The City is now in the process of obtaining a PERP permit (Portable Equipment Registration Program) and schedule a training session for our City staff to safely operate this new generator in April 2026. Shortly after the City will begin mobilization to the Lodge/Foothills Lift Station location. WC-15002– Wastewater System Improvements – Arastradero Creek Wastewater Relocation During the 2023 winter storms, a section of Arastradero Creek eroded away and exposed a gas pipeline crossing. The gas line is in close proximity to a sanitary sewer main. This project will relocate the sanitary sewer main to a location out of the creek bed and eliminate the undermined creek crossing. The project is currently in design and Staff Report: 2512-5647 – Page 28 of 47 permitting phase of the work. A preliminary design for the relocated sanitary sewer main has been completed. Work to relocate the pipeline is anticipated for July 2028. WC-20000 - SSR 32 (Sanitary Sewer Replacement 32) The SSR 32 project is currently in the planning phase and will replace approximately 26,000 lineal feet of sewer mains, laterals, and manholes. Currently, the project is in the process of being rescoped based on the recently received Sewer Master Plan which identifies prioritized improvements based on rehabilitation and capacity issues. Design will restart in FY27 for construction in FY28. WC-26001 – 3-Year CCTV Sanitary Sewer Main Inspection The City has created a Request for Proposal (RFP) for a three-year program to Closed Circuit Television (CCTV) Sanitary Sewer Mains. The project will incorporate CCTV pipeline inspections to approximately 225,000 linear feet of Sanitary Sewer Main over a three-year duration at an annual rate of approximately 75,000 linear feet per year. Results of the project will be used to identify defective Sanitary Sewer Mains which will be incorporated into future SSRs to rehabilitate and replace Sanitary Sewer Mains. The project has an anticipated start date in October 2026. WC-99013 – Sanitary Sewer Lateral Rehabilitation and Replacement The City is in the process of developing an IFB for a three-year program to rehabilitate or replace Sanitary Sewer Lower Laterals (Lower Laterals). City staff has identified approximately 210 Lower Laterals that will be rehabilitated or replaced over a three-year period at an annual rate of approximately 70 per year. In addition to addressing defective Lower Laterals, the project will reduce inflow and infiltration into the sanitary sewer system. The target date for Solicitation process will be in April 2026. The project will go to council in August 2026, with an anticipated project commencement date in September 2026. 4.3 Financial Health Below is a summary of the financial position for the wastewater utility. 4.3.1 Sales Forecasts vs. Actuals Wastewater sales revenues through Q3 FY 2026 were 3.8% above budget. Figure 21: Wastewater Sales Revenue ($), FY 2026 Q3 3.8% Staff Report: 2512-5647 – Page 29 of 47 4.3.2 Financial Position At the end of FY 2025, the Wastewater Collection Utility’s Operations Reserve was $1.7 million, which is below the risk assessment level of $2.8 million. In FY 2025, the Utility received $2.7 million in Valley Water grant revenue to offset Wastewater Treatment costs, directly benefiting Palo Alto customers. The cash balance at the end of FY 2025 was approximately $0.9 million, which is lower than Staff’s projections. The Utility plans to fully repay the Fiber Utility loan21 due in FY 2026. Staff proposed a 16% rate increase in FY 2027 at the March 4 UAC meeting22 and March 17 Finance Committee meeting23. The UAC voted 6-1 and the Finance Committee voted unanimously to move forward with the proposal. The City Council approved the Wastewater Collection 16% rate increase in June 2026. 21 Resolution 10173: https://portal.laserfiche.com/Portal/DocView.aspx?id=83857&repo=r-704298fc 22 Staff Report 2503-4364: https://cityofpaloalto.primegov.com/viewer/preview?id=0&type=8&uid=18457643-b8bd-4c15-b8db-822059719251 23 Staff Report 2512-5608: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=86858&dbid=0&repo=PaloAlto Staff Report: 2512-5647 – Page 30 of 47 5 Fiber Utility The City offers a "dark" fiber service, providing a fiber connection from Palo Alto businesses to the downtown Internet Exchange. At the exchange, businesses select an internet service provider (ISP) for bandwidth and connection speed. The City is piloting Palo Alto Fiber ISP service under the fiber-to-the-premises project (FTTP) to provide residents with a fast, reliable, affordable, and local internet service. 5.1 Fiber Utility Strategic Planning Below are highlights and status updates of the Fiber-to-the-Premises (FTTP) Project: The fiber hut at the Colorado Substation is fully operational, supporting the Phase 1 pilot area for residential fiber internet services and providing the infrastructure needed to support future system growth. Staff connected the first early adopter customer to Palo Alto Fiber internet and received positive feedback. Activation of 20 or more early adopters in the pilot area is targeted by the end of July. These early adopters will help staff validate contractor installation processes, service activation, customer service workflows, and network support. 5.2 Capital Improvement Plan Status The following capital projects are currently in progress: FO-16000 – Fiber Optic System Rebuild o The new fiber backbone will be built in segments based on City and dark fiber business needs and in consideration of any strategic FTTP opportunities. CPAU is installing new aerial ducts or substructure (conduit and boxes) and fiber backbone cables to increase capacity from 144 to 432 fiber strands in areas that are at or near capacity to meet new customer dark fiber connection requests. The initial areas of rebuild are in Stanford Research Park for capacity and along Colorado Ave to provide resiliency and redundancy for electric and fiber. FO-24000 – Fiber-to-the-Premises o The pilot area consists of approximately 800 homes which are bounded by Embarcadero Road, Louis Road, Colorado Avenue, Greer Road and West Bayshore Road. Staff anticipate launch of service in March of 2026. As of May, the fiber hut at the Colorado Substation is fully operational, supporting the Phase 1 pilot area for residential fiber internet services and providing the infrastructure needed to support future system growth. Staff also completed installation for two early adopter customers, and working through initial performance challenges, received positive feedback from the residents on staff’s support and responsiveness. Activation of 20 or more early adopters in the pilot area is targeted by the end of June. Staff Report: 2512-5647 – Page 31 of 47 5.3 Reliability There were no unplanned fiber outages or events to report in Q3 of FY 2026. 5.4 Financial Health Below is a summary of the financial position for the fiber utility. 5.4.1 Fiber Sales Through FY 2026 Q3, dark fiber licensing sales were $2.4M and ($0.2M) or (8%) below the revenue forecast of $2.6M. Fiber expenses were $4.0M and $0.4M or 11% above forecast of $2.6M due to construction costs and network equipment for FTTP. Three of the four positions added in FY 2024 to support FTTP are on hold, pending results of the FTTP Palo Alto Fiber pilot. Existing staff and contractors are collectively performing the work that staff in those roles would perform at this time. 5.4.2 Financial Position At the end of FY 2025, the Fiber Fund had a total reserve of $34 million which consists of $17.4 million of rate stabilization, $13.1 million of commitments and reappropriations, and $3 million loan to Wastewater Collection utility. As of Q3 FY 2026, the Fiber Fund has a total reserve of $32 million including the $3 million loan to Wastewater Collection utility. The $3 million loan is anticipated to be repaid as part of the year-end close out activities for FY 2026. Staff Report: 2512-5647 – Page 32 of 47 6 Communications This section summarizes communication highlights from the City of Palo Alto Utilities (CPAU), updates on major campaigns and noteworthy events. Copies of ads, bill inserts, and brochures are available online at www.paloalto.gov/UTLbillinsert Gas COSA Update: The Gas Cost of Service Analysis (COSA) update was approved by Council in December for an effective date of February 1, 2026. Staff are communicating with customers about this and other proposed utility rate changes for fiscal year 2027. Time-of-Use (TOU) Rates Implementation Update: CPAU began a phased rollout of the TOU rate to customers in March 2026. Several customers expressed interest in switching to the TOU rate and requested an assessment of whether the TOU rate would be financially beneficial based on household energy consumption. The TOU rate may be favorable for customers who have high energy consumption and/or may drive an EV and charge at home. For customers with lower energy consumption and/or the inability to shift energy usage, switching to the TOU may not be beneficial due to limited savings or a potential increase in monthly billing costs. Broader marketing of this new rate schedule is planned for early summer following testing in the first and second quarters of 2026. Utility Billing Print Vendor Change: CPAU is working with a new vendor to print utility bills, which provides the city with multiple benefits. The new vendor, InfoSend, provides continuity of operations for utility billing with redundant facilities in multiple states. The city will be saving approximately $150,000 annually, or 25% from the previous contract, for printing and mailing. E-bill customers will now be able to see utility bill inserts with their bills rather than having to click through our website. Key information on the bill remains the same, and there is no change to billing processes, schedules, or payment options. Gas Main Replacement Project 25 (GMR 25): GMR 25 will replace roughly five miles of gas mains and services that are near their operational life expectancy in the Duveneck/St. Francis, Leland Manor, and Midtown and Palo Verde neighborhoods. This is a critical infrastructure initiative to enhance safety and reliability of gas distribution infrastructure. CPAU is using funding for this project from the $16.5 million-dollar federal grant awarded by the Pipeline and Hazardous Material Safety Administration (PHMSA). GMR 25 began in early 2026 and is scheduled for completion in summer 2027. Wildfire Mitigation: The California Wildfire Safety Advisory Board (WSAB) completed its review of utilities wildfire mitigation plans and applauded Palo Alto in its public report for substantially reducing wildfire risk by undergrounding overhead utility lines in the high fire threat district, the Foothills. The WSAB also commended the city for its contributions to an innovative gas monitoring network for early detection of wildfire. The WSAB members and staff acknowledged that this technology is not widely used by publicly owned utilities or investor- owned utilities. It was recommended that CPAU report on the status of its undergrounding project (scheduled for completion in 2026) in the next wildfire mitigation plan, and its efforts to reduce risk from remaining infrastructure. WSAB also advised that the city report the results, benefits, and challenges of deploying gas monitoring technology to inform broader adoption decisions in the utility community. Electric Integrated Resource Plan: Every five years, CPAU submits an Electric Integrated Resource Plan (IRP) to the California Energy Commission (CEC) to demonstrate that the city is on track to meet the state’s requirements for long-term energy policy goals, greenhouse gas emissions reduction targets, and renewables portfolio standard. The CEC recently sent CPAU a detailed report and letter from the Executive Director to verify that the 2023 IRP, which staff provided in April 2024, satisfies all requirements, including meeting the state’s mandated 60% by 2030 renewables standard. Charging Smart Gold Designation: The city received Gold level designation from Charging Smart, a program funded by the US Department of Energy and implemented by the International Renewable Energy Council, for its leadership in advancing efficient EV charging. After reviewing the city’s efforts, the program awarded Palo Staff Report: 2512-5647 – Page 33 of 47 Alto its highest-level award for robust planning, streamlined permitting, community programs, and fleet and infrastructure investments. This recognition showcases our progress and helps us exchange best practices with other communities advancing clean mobility. Staff Report: 2512-5647 – Page 34 of 47 7 Legislative, Regulatory and Industry Activity 7.1 State Legislative Activity The 2026 California legislative session continues last year’s focus on utilities affordability, wildfire mitigation, and permitting streamlining with data center costs and rates seeing increased attention. Hundreds of utilities-related bills have been introduced, though many only impact investor-owned utilities (IOUs), and CPAU staff are actively tracking about 130 bills with help from trade associations NCPA and CMUA. Some bills of particular interest to CPAU are listed below: AB 34 (Patterson) | California Renewables Portfolio Standard Program: local publicly owned electric utilities: large hydroelectric generation. This bill is a reintroduction of last year’s AB 1273 with the language relating to CPUC oversight (the reason for the Governor’s veto in 2025) removed to focus AB 34 solely on large hydropower generation, specifically, it would allow local publicly owned electric utilities to count large hydroelectric generation toward their renewable procurement goals. Sponsored by NCPA at the behest of CPAU, AB 34 is estimated to save CPAU roughly $1 million per year starting in 2030. AB 34 was signed into law by Governor Newsom on July 13, 2026. SB 222 (Wiener) | Residential heat pump systems: water heaters and HVAC: installations. This bill is a reintroduction of last year’s SB 282 and aims to streamline permitting and installation of heat pump water heater and HVAC systems. Some of the bill’s goals include automated permitting for simple installations, easier inspection requirements, and caps on permit fees. SB 868 (Wiener) | Electricity: portable solar generation devices. This bill is part of a nationwide trend to allow small, safety-certified solar generation systems up to 1,200 watts to plug directly into standard electrical outlets to offset electricity usage. SB 868 forbids utilities from requiring interconnection agreements or approval or imposition of fees for the installation of plug-in solar generation systems. SB 875 (Wiener) | Public utilities: eminent domain. This bill seeks to reduce the barriers local public entities face when trying to break away from PG&E and form their own publicly owned utility (POU). The driving force behind this bill is a desire to address legal delays faced by San Francisco as they attempt to leave PG&E and form their own POU. SB 875 failed passage out of the Senate Energy, Utilities, and Communications Committee and will not advance. SB 943 (Becker) | Public utilities: electricity: transmission charge: industrial transition usage. This bill, among other things, directs the CPUC to request the California Independent System Operator (CAISO) reconsider the structure of the transmission access charge (TAC) to better reflect cost causation principles. CPAU supports TAC reforms that move away from charging based solely on the volume of electricity and towards a hybrid structure that incorporates both volume and demand for electricity, because CPAU would see lower TAC costs. 7.2 State Regulatory Activity Long-awaited draft amendments to the Cap and Invest regulation were released by the California Air Resources Board (CARB) in January and April 2026, consuming most of the regulatory focus for CPAU staff. The first round of Cap and Invest amendments focused on accelerating emission reductions to meet state goals in 2030 and 2045, primarily by reducing electric and gas utility free allowance allocations. An allowance is equivalent to one ton of CO2 and they are bought and sold in CARB’s quarterly auctions. CARB elected not to change the allowance allocation methodology and simply updated the data for electric load forecasts, electric resource mixes, and Renewable Portfolio Standard (RPS) requirements for each utility. As a result, most electric utilities would have seen a significant decrease in their free allowance allocations from 2027 – 2030. To protect ratepayer affordability, utilities and their associations, including NCPA and CMUA, pushed back strongly on this proposal by advocating for methodological changes that properly account for the RPS program or prevent allowance allocation reductions entirely. The second round of amendments incorporated some of the recommended changes, thereby reducing the severity of the allowance reductions for most utilities. Some utilities, including CPAU, see an increase in allowance allocation for a variety of reasons including increasing load or changing electric portfolios. On the gas utility side, AB 1207 required CARB to transition free allowances away from natural gas corporations and to electric Staff Report: 2512-5647 – Page 35 of 47 utilities. CPAU occupies a unique niche in the proposed amendments because as a gas POU, CPAU will not lose any allowances allocated to its natural gas utility but also will not receive any of the additional allowances that are transitioned away from natural gas corporations. The other proposed change is restricting allowable uses of new natural gas allowance value to fuel switching and electrification, eliminating the existing usage of allowance value for more efficient natural gas appliances, though allowance value acquired before September 1, 2026 may still be used for natural gas efficiency projects. To have an effective date of 2027, CARB has a self-imposed deadline of May 28th for Board adoption of the amended regulation, so another round of proposed amendments is unlikely at this time. 7.3 Federal Activity Staff Report: 2512-5647 – Page 36 of 47 Appendices Staff Report: 2512-5647 – Page 37 of 47 8 Appendix A: Energy Risk Management Program This appendix provides a quarterly update on the City’s Energy Risk Management Program. 8.1 Overview of Hedging Programs The City’s Utilities Department maintains a hedging program for its Electric and Gas Utilities. In the Gas Utility, the program protects against short-term (intra-month) price spikes caused by weather or major incidents on the Western gas system. However, the City does not hedge its gas supply more than one month in advance, choosing instead to protect the Gas Utility’s financial position by passing gas supply costs through to customers via a charge that varies monthly based on gas market prices. As a result, the Gas Utility’s only market exposure is the amount by which gas demand deviates from forecasts within the month. This exposure is relatively small and can be managed using Gas Utility Operating Reserves. Additionally, the City Council approved a $0.055 charge per therm for mitigating the impact of short-term natural gas price spikes.27 A risk assessment is performed each year as part of the Gas Utility financial planning process to ensure adequate reserves to cover all risks. The most recent Gas Utility Financial Forecast was adopted June 16, 2026 (Staff Report #2602- 589428). The City has entered into long-term contracts for its Electric Utility to ensure that the City has carbon free electricity supplies equal to 100% of Palo Alto’s annual electric demand. However, the output from these generating sources does not match Palo Alto’s electric load on an hourly basis. In the summer, the City has a surplus of carbon free energy and it has a deficit in the winter. This exposes the City to market price risk, and staff maintains a hedging program (executing short-term market purchases and sales to balance the City’s load and supplies) to protect against this risk.((executing short-term market purchases and sales to balance the City’s load and supplies) to protect against this risk. In addition, hydroelectric generation makes up approximately half the City’s energy supply. During dry years, these resources do not generate as much energy, creating an additional market exposure that must be hedged. All hedging transactions are executed in compliance with the Council-approved Energy Risk Management Policy (Resolution 1016629). 8.2 Overview of Energy Risk Management Program The hedging programs described above are conducted in accordance with the City’s Energy Risk Management Program, which includes a set of Policies adopted by the City Council (Resolution 1016630), Guidelines adopted by the City’s Utilities Risk Oversight Coordinating Committee (UROCC), and Procedures approved by the Utilities Director. In addition, NCPA maintains its own Risk Management Program that applies to intra-month transactions it makes on behalf of the City (and other NCPA members) to balance the City's hourly load and supplies. The City is able to provide policy level oversight of this program through its seat on the NCPA Risk Oversight Committee, which is held by the City’s Risk Manager. Per the Energy Risk Management Policies, the City Council must receive semi-annual reports on the City’s forward contract purchases, market exposure, credit exposure, counterparty credit ratings, transaction compliance, and other relevant data. 27 Resolution 10187, adopted August 19, 2024: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=62063&dbid=0&repo=PaloAlto 28 Staff Report #2411-3776 https://cityofpaloalto.primegov.com/api/compilemeetingattachmenthistory/historyattachment/?historyId=35104f06- 6925-4fe3-89c7-b0e53e6eec42 29 Resolution 10166, adopted June 10, 2024: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=62033&dbid=0&repo=PaloAlto 30 Resolution 10166, adopted June 10, 2024: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=62033&dbid=0&repo=PaloAlto Staff Report: 2512-5647 – Page 38 of 47 8.3 Forward Deals Palo Alto executed the following Electric and Gas transaction in Q3 of FY 2026. Figure 22: Electric Resource Adequacy Deals Delivery Month Deal Type Avg RA (MW-mo) Price ($/kW-mo) Apr’26 Purchase 26.00 $1.60 8.4 Electric Market Exposure The chart below shows the City’s electric supply market exposure and committed purchases and sales to cover timeframes where load is expected to exceed supply. The load resource balance (LRB) for the prompt 12-month period is 103%. The LRB percentage represents the percentage of resources available to cover the City’s load (i.e. the resources available for the prompt 12 months are 3% greater than the City’s load). The City’s expected load for the prompt 36-month period is shown by the black line in the chart below. The red dashed line below represents the City’s net resource position, including completed energy transactions. Additional purchases will be executed for FY 2027 and FY 2028 in the coming months. Figure 23: Electric Load Resource Balance, FY 2026 – 2029 Staff Report: 2512-5647 – Page 39 of 47 Staff Report: 2512-5647 – Page 40 of 47 9 Appendix B: Staffing and Vacancies The Utilities Department has 37 vacant positions out of 269 authorized positions, or a 14% vacancy rate. The City developed a Recruitment Strategic Plan35 to reduce the citywide vacancy rate. Some of the many initiatives and accomplishments completed to improve the city’s recruitment and retention include: Through analysis of workflow and process efficiency opportunities, the City successfully reduced the onboarding timeline from 60+ days to an average of 23 days from time an offer is accepted to the new employee’s first days. Relaunched the Citywide Internship program and continues to expand participation to grow and invest in building a strong future talent pipeline. Enhanced the City’s training courses for hiring managers to provide opportunities to learn about recruitment trends and improving the employee experience. Reengaged active participation in career fairs at community colleges, universities and local community events. Enhanced collaboration with the City Communications team to create active social media recruitment campaigns for hard-to-fill positions. Strengthened citywide training programs to strengthen the knowledge, skills, and abilities of all employees, empowering them to grow at their own pace as leaders, whether as supervisors and managers or as individual contributors. Figure 24: Utilities Vacancies and Recruitments by Division 35 May 6, 2024 City Council Meeting, Staff Report 2404-2890: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=82820&dbid=0&repo=PaloAlto&searchid=d230fd3b-dd24-4eb1-b495- 84560e808bc3 As of March 31, 2026 Division Authorized FTEs Vacant FTEs Active Recruitments Vacancy % Administration 15 2 0 13% Customer Service 24 0 0 0% FTTP & S/CAP 6 3 0 50% Resource Management 26 4 3 15% Electric Engineering 25 2 2 8% Electric Operations 81 16 14 20% WGW Engineering 23 4 4 17% WGW Operations 69 6 6 9% Total 269 37 29 14% Staff Report: 2512-5647 – Page 41 of 47 10 Appendix C: Electric Utility Annual Infrastructure Maintenance and Replacement Report Executive Summary Calendar year 2024 safety metrics include zero OSHA recordable injuries and no lost workdays but did include three minor, non-recordable accidents. To maintain employee competency with safe working practices, the City provides ten department-wide safety meetings, numerous online training courses and field assessments. During CY2024 employees collectively completed over 1,388 training courses. The City of Palo Alto continues to provide safe and reliable electric service at the lowest reasonable cost. System reliability numbers have improved primarily due to milder winter weather but also due to improvements in restoration processes following an outage. While slowed by the loss of key staff within the metering division, progress continues to complete the AMI project. Currently staff are coordinating across departments to add a new AMI base station atop City Hall providing connectivity and transmission for the downtown district, Stanford campus, and Oak Creek apartments. The base station will allow approximately 3,000 electric meters to be modernized. The Grid Modernization Pilot for the distribution system is completed. The electric infrastructure suppling roughly 908 homes has been upgraded including the replacement of 70 wood utility poles, 106 new transformers, and 22,650 feet of new low-voltage wire. The cost to complete the pilot area reached just over $10 million with contracted labor being the largest cost. Design work continues on necessary upgrades to the Colorado Substation. Recently the City Council approved of a professional services agreement with Burns & McDonnell to support the City in the redesign and replacement of aging infrastructure within the Colorado substation. Staff have begun scoping the work with Burns & McDonnell and expect to have a final high-level assessment of the substation by December of 2025. CY2025 (to-date) Electrification Permit Applications To manage increased load, CPA’s Electric Engineering is responsible for evaluating all electrification-related applications. Figure 1 provides a summary of activity levels across the five main categories. As shown, electrification and the adoption of electric appliances is increasing year over year. Figure 25: Electrification Permits by Category Between 2021 and 2025, electrification experienced Compound Annual Growth Rates (CAGR) ranging from 13% for ESS up to 74% for hot water heat pumps. This upward trajectory is anticipated to persist through 2026, as suggested by mid- year performance data. 0 100 200 300 400 2021 2022 2023 2024 2025 PV ESS EVCS HEAT PUMPS W_HEATPUMP Electrification Trends Nu m b e r o f U n i t s Year Staff Report: 2512-5647 – Page 42 of 47 Electrification is placing pressure on local permitting organizations, including the City of Palo Alto (CPA). CPA is grappling with a flood of permit applications, often with longer review times and at times inadequate staffing to perform the necessary permit reviews. Although CPA Electric Engineering staff are relatively new, they have undergone training to competently conduct the required reviews. System Reliability Indices Figure 26: Electric Outage Reliability, CY 2019 through 2025  Major Event Days Included Major Event Days Excluded CY SAIDI SAIFI CAIDI SAIDI SAIFI CAIDI 2019 2020 2021 2022 2023 2024 2025 Staff Report: 2512-5647 – Page 43 of 47 Figure 27 : Calendar Year 2025 Sustained Outages by Cause CY2025 Facility Inspections General Order 165 (overhead and underground) and 174 (substations) cover facility inspections. Some inspections are monthly, some annual, and others are between 3 to 10-year cycles. Completion of these inspections helps to identify issues that can be resolved prior a power outage, or that otherwise could impact customer service. Type of Inspection (inspection unit) Units Due in CY 2025 Still Outstanding Percent Complete Annual Visual Patrols (equipment)6,816 0 100.0% Overhead Detailed (poles & all related equip.)1,215 451*62.88% Underground Detailed (subsurface equipment, boxes, & vaults)1,258 0 100 Wood Pole Intrusive (poles tested)22 222**0 Substation (inspections)132 132 100.0% * Grid Mod Construction in zone of inspection. These inspections will be completed in the current year. **Previous contract ended in 2025, new contract awarded in 2026. These intrusive inspections will be completed in the current calendar year. Preventative Maintenance Tags GO 165 inspections generate maintenance tags to correct either construction infractions or maintenance issues. Tags are graded based upon their severity and risk to the public or potential to cause a power outage. Three rankings are possible: Priority-1, complete immediately or within 30-days, Priority-2, complete within 24 months, and Priority-3, complete within 60-months. Maintenance tags can range from minor work of clearing vegetation around poles or pad-mounted equipment to identifying portions of the system that need to be fully reconstructed. Lack of maintaining an adequate number of qualified staff impacts the City’s ability to complete preventative maintenance tags. CY2025 Overhead Maintenance Tags Grade Total Due in CY2025 Completed Pending Priority-1 14 14 0 Priority-2 26 108 26 Staff Report: 2512-5647 – Page 44 of 47 Priority-3 335 250 321 Total 375 372 347 Overhead maintenance tags typically include the replacement of reflective strips at the base of utility poles, high-voltage warning signs, replacement of down guy visibility markers, and others. Most work helps maintain the City’s compliance with industry construction standards and prevents future power outages. CY2025 Underground Maintenance Tags Grade Total Due in CY2025 Completed Pending Priority-1 2 2 0 Priority-2 158 0 158 Priority-3 133 0 133 Total 293 2 293 Underground maintenance tags typically include the replacement of signage on vaults and pad-mounted equipment, replacement of cracked or broken vault lids, removal of vegetation, replacement of worn or deteriorated underground equipment, and others. This work also maintains the City’s compliance with industry construction standards and prevents future power outages. Staff Report: 2512-5647 – Page 45 of 47 11 Appendix D: PaloAltoGreen Gas Program In December 2020, Council adopted Resolution #993037 maintaining the Carbon Neutral Natural Gas Plan to achieve carbon neutrality for the gas supply portfolio using high-quality carbon offsets with a cost cap of $19 per ton CO2e. Offsets are purchased to neutralize emissions equal to those caused by natural gas usage in Palo Alto. Staff procured 115,000 tons of offsets from U.S. Forest and Livestock projects during Spring 2025 to cover FY25 usage. The figure below shows the composition of all offset purchases for the Carbon Neutral Gas Plan through Q3 2026. Figure 28: Offset Portfolio Composition The following table provides a description of the projects. 37 Resolution #9930 https://www.cityofpaloalto.org/files/assets/public/v/1/city-clerk/resolutions/resolutions-1909-to-present/2020/reso-9930.pdf Staff Report: 2512-5647 – Page 46 of 47 Figure 29: Offset Project Descriptions Project Name Project Type Description Grotegut Dairy Livestock Grotegut Dairy is a 3,900 milk-cow operation in Newton, Wisconsin with a methane capture system. Green Trees U.S. Forest GreenTrees Advanced Carbon Restored Ecosystem is reforestation of agricultural lands into native hardwood forest in Mississippi, Louisiana, Arkansas, and Illinois San Juan Lachao Mexico Forest Protection of forests located in High Biological Value Zones which contain flora and fauna listed in the Mexican Endangered Species List and the International Union for Conservation of Nature’s Red List of Threatened Species. Project in San juan Lachao near Palo Alto's Sister City of Oaxaca. Blandin Forest U.S. Forest Blandin Native American Hardwoods Conservation and Carbon Sequestration project in Minnesota. Pocosin+ U.S. Forest These projects are all forested land that will not be disturbed by human development. Without this protection, the forests would be converted to grow wheat or corn. Forest conservation plays a vital role in protecting freshwater systems like lakes. The forests around the lakes act as natural water filters and purify the water for all who use it. The projects also support healthy populations of red wolf, bald eagle, black bear, and various bird species. Refex ODS Ozone Depleting Substance The RemTec facility in Bowling Green, Ohio uses an argon arc plasma destruction device to achieve 99.99 percent removal. The majority of refrigerants originated in California, and all were sourced within the United States. The RemTec facility uses an argon arc plasma destruction device to achieve the required destruction and removal efficiency of 99.99 percent. The majority of ODS refrigerants originated in California, and all were sourced within the United States. Methane Capture Mine Methane Capture This project is the first of its kind. Peabody Natural Gas, LLC removed methane from the North Antelope Rochelle Coal Mine before mining. The methane was compressed and transported to a natural gas pipeline and distributed to a national gas grid for use as fuel. Before implementation of the project, all the methane was vented to the atmosphere. Virginia Conservation Forestry Program U.S. Forest The Virginia Conservation Forestry Program - Clifton Farm and Rich Mountain is a 9000+ acre improved forest management project in which the timber and carbon ownership and management rights have been transferred to The Nature Conservancy's Conservation Forestry Program. The program manages for multiple goals to include: Water quality protection, habitat diversity, high value forest products, and carbon sequestration. Co-benefits: Biodiversity, Watershed Protection, Climate Resilience, and Connectivity Riverview Farm Anaerobic Digester Livestock Riverview is a carbon offset project generating emission reductions thought the capture and destruction of methane at a dairy farm in Minnesota. Under the baseline, manure managed in open lagoons led to the fugitive emission of methane to the atmosphere. In the project scenario, this methane is captured by an anaerobic digester and destroyed on site in the production of electricity. Co-benefits include job creation and the improvement of local air and water quality. Big River / Salmon Creek Forests IFM U.S. Forest The Big River and Salmon Creek Forests are located in Mendocino County, CA and cover 16,000 acres of redwood and Douglas-fir forest. This project is a conservation-based forest management project. Co-benefits include the creation of 140 jobs, protection of 37 miles of streams, and improved water quality for local fish and bird species. Hiawatha Sportsmans Club U.S. Forest Located in Michigan’s Upper Peninsula, Hiawatha Sportsmans Club (HSC) is a member-owned 35,000-acre forest and Michigan’s oldest certified Tree Farm. The property contains a variety of habitats: Lake Michigan shoreline, inland lakes, spring-fed rivers, marsh, mature conifer and hardwood forest and open fields. Supported by HSC’s sustainable forest management, these diverse habitats attract and sustain a wide variety of birds, mammals and other wildlife. Appalachian Mountain Club Maine Woods Initiative U.S. Forest Founded in 1876, the Appalachian Mountain Club (AMC) is the oldest outdoor conservation and recreation organization in the U.S. By implementing sustainable management practices like deferred harvesting, extended rotations, and the retention of standing dead wood, AMC enhances forest carbon stocks and promotes long-term ecological health. The project sequesters carbon effectively while supporting diverse wildlife habitats and protecting soil and water quality, all in alignment with Maine's best management practices. Through the Maine Woods Initiative, AMC demonstrates that conservation and economic opportunity can coexist, integrating sustainable forestry with outdoor recreation to create lasting, positive impacts for Maine's forests and communities. Alliance Dairy Livestock Founded in 1876, the Appalachian Mountain Club (AMC) is the oldest outdoor conservation and recreation organization in the U.S. By implementing sustainable management practices like deferred harvesting, extended rotations, and the retention of standing dead wood, AMC enhances forest carbon stocks and promotes long-term ecological health. The project sequesters carbon effectively while supporting diverse wildlife habitats and protecting soil and water quality, all in alignment with Maine's best management practices. Through the Maine Woods Initiative, AMC demonstrates that conservation and economic opportunity can coexist, integrating sustainable forestry with outdoor recreation to create lasting, positive impacts for Maine's forests and communities. Staff Report: 2512-5647 – Page 47 of 47 Approved By: Alan Kurotori, Director of Utilities Staff: Tim Denterlein, Resource Planner