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HomeMy WebLinkAboutMINUTES - 10012024 - BOS Complete Min PktMeeting Minutes CONTRA COSTA COUNTY BOARD OF SUPERVISORS Supervisor John Gioia, District I Supervisor Candace Andersen, District II Supervisor Diane Burgis, District III Supervisor Ken Carlson, District IV Supervisor Federal D. Glover, District V Clerk of the Board (925) 655-2000 clerkoftheboard@cob.cccounty.us 9:00 AM Administration Building 1025 Escobar Street, Martinez | https://cccounty-us.zoom.us/j/87344719204 | Call in: 888-278-0254 access code 843298# Tuesday, October 1, 2024 1.CALL TO ORDER; ROLL CALL District I Supervisor John Gioia, District II Supervisor Candace Andersen, District III Supervisor Diane Burgis, District IV Supervisor Ken Carlson, and District V Supervisor Federal D. Glover Present: 2.PLEDGE OF ALLEGIANCE 3.CLOSED SESSION Page 1 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 A.CONFERENCE WITH LABOR NEGOTIATORS (Gov. Code § 54957.6) 1.Agency Negotiators: Monica Nino. Employee Organizations: Public Employees Union, Local 1; AFSCME Locals 512 and 2700; California Nurses Assn.; SEIU Locals 1021 and 2015; District Attorney Investigators’ Assn.; Deputy Sheriffs Assn.; United Prof. Firefighters I.A.F.F., Local 1230; Physicians’ & Dentists’ Org. of Contra Costa; Western Council of Engineers; United Chief Officers Assn.; Contra Costa County Defenders Assn.; Contra Costa County Deputy District Attorneys’ Assn.; Prof. & Tech. Engineers IFPTE, Local 21; and Teamsters Local 856. 2.Agency Negotiators: Monica Nino. Unrepresented Employees: All unrepresented employees. B.CONFERENCE WITH LEGAL COUNSEL--EXISTING LITIGATION (Gov. Code § 54956.9(d) (1)) 1.Kevin Dotts v. Contra Costa County, WCAB No. Unassigned 2.Pamela Kirk-Veasey v. Contra Costa County, WCAB No. ADJ17929497 3.Anita Wright v. Contra Costa County, WCAB No. ADJ11977197 4. Lester v. Cooper, et al., Contra Costa County Superior Court Case No. MSN 20-1173. C.PUBLIC EMPLOYMENT Gov. Code § 54957 Title:Director of Child Support Services There were no reports from closed session . 4.Inspirational Thought- "Always strive to make the next hour better than this one." ~ OG Mandino This was approved the Consent Agenda. 5.CONSIDER CONSENT ITEMS (Items listed as C.1 through C.58 on the following agenda) – Items are subject to removal from Consent Calendar by request of any Supervisor . Items removed from the Consent Calendar will be considered with the Discussion Items . Motion:Carlson AndersenSecond: District I Supervisor Gioia, District II Supervisor Andersen, District III Supervisor Burgis, District IV Supervisor Carlson, and District V Supervisor Glover Aye: Result:Passed 6.PRESENTATIONS PR.2 PRESENTATION recognizing October 2024 as Domestic Violence Awareness Month. (Mélody Saint-Saëns, Manager of Alliance to End Abuse) Page 2 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 PR.1 PRESENTATION proclaiming October 2024 as Filipino American History Month. (Supervisor Andersen) Speaker: State Attorney General Rob Bonta 7.DISCUSSION ITEMS D.1.HEARING on the itemized costs of abatement for property in unincorporated Contra Costa County, located at 1531 1st St., Richmond, California (IPROPERTY LLC, Owner). (Jason Crapo, Conservation and Development Department) 24-3218 Attachments:A -Itemized Abatement Costs - TMP-5896 CERV22-00059 1531 1st., Richmond Before 1 Before 2 Before 3 After 1 After 2 Correspondence-Yu Hu.pdf Speaker: Yu Hu, property owner. Motion:Gioia CarlsonSecond: District I Supervisor Gioia, District II Supervisor Andersen, District III Supervisor Burgis, District IV Supervisor Carlson, and District V Supervisor Glover Aye: Result:Passed D.2.HEARING to consider adopting Ordinance No. 2024-17, amending the 2022 California Energy Code to increase energy efficiency standards for certain newly constructed buildings. (Demian Hardman-Saldana, Department of Conservation and Development) 24-3219 Attachments:10-1-24 BOS_Local Energy Code Amendement Slide Deck Exhibit A Ordinance No. 2024-17 Energy Code Amendments Findings ISO Energy Reach Code Adoption 2022 Cost-Effectiveness Studies Signed Ord 2024-17 .pdf Motion:Carlson GioiaSecond: District I Supervisor Gioia, District II Supervisor Andersen, District III Supervisor Burgis, District IV Supervisor Carlson, and District V Supervisor Glover Aye: Result:Passed D.3 CONSIDER consent item previously removed. There were no consent items removed for discussion . Page 3 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 This was approved. D.4 PUBLIC COMMENT (2 Minutes/Speaker) There were no requests to speak at public comment . D.5 CONSIDER reports of Board members. Supervisor Carlson joined Health Services Director Anna Roth at a meeting with the California Department of Public Health on Monday, September 30, 2024. 8.ADJOURN in memory of ~The Hon. Bette Boatmun, Member of the Contra Costa Water District for 46 years, and Elected and Empowering Women's founding mother . and ~Charles Peter Duncan, President of the Walden District Improvement Association The Board wished President Jimmy Carter a Happy 100th Birthday. Adjourned today's meeting at 10:49 a.m. 9.CONSENT CALENDAR Airport (Public Works) CONSIDER CONSENT ITEMS A motion was made by District IV Supervisor Carlson, seconded by District II Supervisor Andersen, to approve the Consent Agenda . The motion carried by the following vote: District I Supervisor Gioia, District II Supervisor Andersen, District III Supervisor Burgis, District IV Supervisor Carlson, and District V Supervisor Glover Aye: Result:Passed C.1.APPROVE and AUTHORIZE the Director of Airports, or designee, to execute a lease between the County, as Lessor, and Buchanan Fields Golf Club, LLC., as Tenant, for 11,097 square feet of land located at 2301 Meridian Park Blvd., Concord, for a two-year term at an initial monthly rent of $2,800 for the first year, with annual increases thereafter, and one five-year option to renew. (100% Airport Enterprise Fund) 24-3207 Attachments:Buchanan Golf_Coffee Kiosk Lease 2024_Final approved Auditor-Controller C.2.DENY the claims filed by Kinder Morgan, Inc. (on behalf of its subsidiary, SFPP, L.P.) in the total amount of $324,441.25, plus interest, in unitary property taxes and rights of way taxes paid for tax year 2019/2020. 24-3208 Page 4 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 Attachments:Attachment A - Claim of Kinder Morgan, Inc. (Unitary Property Taxes) Attachment B - Claim of Kinder Morgan, Inc. (Rights of Way Taxes) approved C.3.DENY the claim filed by TransBay Cable, LLC in the total amount of $1,042,412, plus interest, in unitary property taxes paid for tax year 2019/2020. 24-3209 Attachments:Attachment A - Claim of TransBay Cable, LLC approved C.4.ACCEPT the Annual Report on Revolving and Cash Difference Funds, Overage Fund, and Shortages for fiscal year 2023-2024, as recommended by the Auditor-Controller. 24-3210 Attachments:Annual Report_2024.pdf approved Child Support Services C.5.APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Director of Child Support Services, a purchase order with MedBillIQ in an amount not to exceed $10,000 for Worker's Compensation Lien notification and execution services for the period July 1, 2024, through June 30, 2026. (66% Federal, 34% State) 24-3211 approved C.6.APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Director of Child Support Services, a purchase order with Caltronics Business Systems in an amount not to exceed $1,941 for the renewal of Papercut software for the period October 1, 2024, through September 30, 2025. (66% Federal, 34% State) 24-3212 approved Clerk of the Board C.7.ADOPT Resolution No. 2024-340 declaring October 2024 as Domestic Violence Awareness Month, as recommended by the Employment and Human Services Director. RES 2024-340 Attachments:Mission Possible Flyer 2024 Final.pdf adopted C.8.ADOPT Resolution No. 2024-341 proclaiming October 2024 as Cybersecurity Awareness Month in Contra Costa County, as recommended by the Chief Information Officer. RES 2024-341 adopted Page 5 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 C.9.ADOPT Resolution No. 2024-342 recognizing October 2024 as Filipino American History month, as recommended by Supervisor Andersen . RES 2024-342 adopted C.10 . ADOPT Resolution No. 2024-343 honoring Don Lau for his decades of service in Contra Costa County, as recommended by Supervisor Gioia. RES 2024-343 adopted C.11 . APPOINT Heidi Swillinger to the Western Contra Costa Transit Authority (JPA) Board of Directors for a term ending on January 1, 2025, as recommended by Supervisor Gioia. 24-3201 Attachments:Swillinger, Heidi (WCCTA) 09-16-24 approved C.12 . APPOINT Yvonne Wadleigh to the District 3 seat on the Family & Children’s Trust Committee to a term expiring September 30, 2026, and DECLARE a vacancy in the At-Large 3 Seat, as recommended by Supervisor Burgis. 24-3202 Attachments:Vacancy Notice.pdf approved C.13 . APPOINT Pamela DeWitt to the District 1 Appointed seat 1 for the East Richmond Heights Municipal Advisory Council for a term ending on December 31, 2026, as recommended by Supervisor Gioia. 24-3203 Attachments:PamDeWitt_erhMACapplication approved C.14 . APPOINT Maura Millison to the At-Large #2 Seat, with a term ending September 30, 2025, on the on the Family and Children’s Trust Committee, as recommended by the Family and Human Services Committee. 24-3204 Attachments:Millison Maura Application_Redacted FACT ROSTER REDACTED 08.26.2024 approved C.15 . ACCEPT the resignation of Geri Stern, DECLARE a vacancy in the District I seat 3 on the Mental Health Commission for a term ending on June 30, 2026 and DIRECT the Clerk of the Board to post the vacancy 24-3205 Attachments:Geri Stern_Resignation The vacancy notice will not be posted because this committee is going to merge with another under provisions of Proposition 1. approved Conservation & Development Page 6 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 C.16 . APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Conservation and Development Director, a purchase order with BMC Software, Inc., in an amount not to exceed $40,211 for the renewal of the license for the department's help desk, asset management, and hardware and software patching management systems, for the period September 30, 2024 through September 29, 2029. (100% Land Development Fund) 24-3206 approved County Administration C.17 . APPROVE and AUTHORIZE the County Administrator, or designee, to execute a contract with Parkworks Mechanical Systems, in an amount not to exceed $200,000, for additional control cabinets for the parking system at 1026 Escobar Street, in Martinez, as recommended by the County Administrator. (100% General Fund) 24-3213 Attachments:1026 Escobar System Separation Proposal.pdf approved C.18 . APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute a purchase order with Stryker Sales, LLC, in an amount not to exceed $65,335 for the purchase of emergency evacuation chairs and LifePAK automated external defibrillators for County Administration Buildings A and B located at 1025 and 1026 Escobar Street, Martinez, as recommended by the County Administrator based on findings of the Risk Management department. (100% General Fund) 24-3214 approved C.19 . APPROVE the payment of $50,000 as an escrow deposit for the potential purchase of 2305 and 2313 Windy Springs Lane in Brentwood, CA (100% Measure X funds) 24-3215 approved District Attorney C.20 . APPROVE and AUTHORIZE the District Attorney, or designee, to execute a contract with Marinus Analytics LLC in an amount not to exceed $5,758 for a software application subscription with Traffic Jam, to assist in the investigation of suspected human trafficking cases for the period October 1, 2024 through September 30, 2025. (100% Federal) 24-3196 approved Employment & Human Services C.21 . APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Employment and Human Services Director, a purchase order and related agreement with Allied Network Solutions, 24-3197 Page 7 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 Inc., in an amount not to exceed $72,946 to purchase Cisco Intersight, used to manage County virtual servers network devises and storage infrastructure, for the period June 14, 2024 through June 13, 2026. (59% Federal, 35% State, 6% County) approved C.22 . APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute an agreement with JUMP Technology Services, L.L.C., in an amount not to exceed $102,974 to provide software services for taking reports and managing Adult Protective Services cases for the period October 1, 2024 through September 30, 2026. (59% Federal, 35% State, 6% County) 24-3198 approved C.23 . APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a non-financial Agreement with the Trustees of the California State University on behalf of California State University Long Beach to provide student internship placement(s) for practical social work field experience to eligible and enrolled Employment and Human Services Department Staff for the period October 1, 2024 through September 30, 2028. (No fiscal impact) 24-3199 approved C.24 . APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Employment and Human Services Director, a purchase order and related agreement with CDW Government LLC in an amount not to exceed $20,693 for the purchase of Optiv, Forcepoint Web Security, subject to the terms of CDW Government’s network security products license agreement, for the period February 23, 2024 through February 22, 2027. (59% Federal, 35% State, 6% County) 24-3200 approved Fire Protection District C.25 . Acting as the governing Board of the Crockett-Carquinez Fire Protection District, APPROVE and AUTHORIZE the Fire Chief, or designee, to apply for and accept grant funding in an amount up to $170,000 from the Crockett Community Foundation, a nonprofit corporation, procure a new boiler and air conditioning system, and execute an agreement for installation. (10% CCFPD match) 24-3195 approved Health Services C.26 . APPROVE and AUTHORIZE the Purchasing Agent, or designee, to purchase, on behalf of the Health Services Director, 876 Albertsons gift cards for a total amount not to exceed $24,966 to be used as incentives for consumer participation in Mental/Behavioral Health Services 24-3183 Page 8 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 Act-Prop 63 planning processes. (100% Mental/Behavioral Health Services Act) approved C.27 . APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Health Services Director, a purchase order with AT&T Mobility Wireless Operations Holdings Inc. in an amount not to exceed $330,000 for the purchase of mobility equipment, accessories, and wireless services for the period of July 1, 2024 through June 30, 2027. (100% Hospital Enterprise Fund I) 24-3184 approved C.28 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract amendment with Surescripts, LLC, to increase the payment limit to $140,000 and extend the term through June 30, 2027 and for successive one year terms thereafter for secure, electronic prescription data messaging services for Contra Costa Health. (100% Hospital Enterprise Fund I) 24-3185 approved C.29 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Contra Costa Community College District for the County to provide HIV and Sexually Transmitted Infections testing and education at Diablo Valley College, Los Medanos College and Contra Costa Community College for the period October 1, 2024 through September 30, 2026. (Non-financial agreement) 24-3186 approved C.30 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Planned Parenthood : Shasta-Diablo, Inc. (dba Planned Parenthood Northern California), in an amount not to exceed $5,000,000 to provide obstetrics and gynecology, family planning and behavioral health treatment services for Contra Costa Health Plan members for the period October 1, 2024 through September 30, 2025. (100% Contra Costa Health Plan Enterprise Fund II) 24-3187 approved C.31 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Attentive Cognitive and Mental Health Services Psychology Inc., in an amount not to exceed $400,000 to provide behavioral health therapy and neuropsychological testing services for Contra Costa Health Plan members and County recipients for the period November 1, 2024 through October 31, 2026. (100% Contra Costa Health Plan Enterprise Fund II) 24-3188 approved Page 9 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 C.32 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract amendment with Perseus Corporation, to increase the payment limit by $120,312 to an amount not to exceed $301,280, and extend the term through June 30, 2025 for additional consultation and technical assistance regarding third-party cost reports. (100% Hospital Enterprise Fund I) 24-3189 approved C.33 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Thomas J. McDonald, MD Inc., in an amount not to exceed $600,000 to provide ophthalmology services to Contra Costa Health Plan members and County recipients for the period November 1, 2024 through October 31, 2027. (100% Contra Costa Health Plan Enterprise Fund II) 24-3190 approved C.34 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Psynergy Programs, Inc., in an amount not to exceed $873,462 to provide residential care services for the period July 1, 2024 through June 30, 2025. (88% Mental Health Realignment; 12% Mental/Behavioral Health Services Act) 24-3191 approved C.35 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract amendment with Schilling and Associates, Inc ., for amended consultation and technical assistance services regarding operation and function of quality, safety and performance improvement for Contra Costa Health with no change in the payment limit of $1,188,000 or term ending October 31, 2026. (100% Hospital Enterprise Fund I) 24-3192 approved C.36 . APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract amendment with Locumtenens .com, to increase the payment limit by $750,000 to an amount not to exceed $2,750,000 to provide additional temporary physician services at Contra Costa Regional Medical and Health Centers with no change in the term ending December 31, 2024. (100% Hospital Enterprise Fund I) 24-3193 approved C.37 . APPROVE the new medical staff, allied health, and tele-radiologist appointments and reappointments, additional privileges, medical staff advancement, and resignations as recommended by the Medical Staff Executive Committee, at their September 16, 2024 meeting, and by the Health Services Director. (No fiscal impact) 24-3194 approved Page 10 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 Housing Authority C.38 . Acting as the governing board of the Contra Costa Housing Authority; APPROVE and AWARD a contract in the amount of $112,000 plus up to $11,200 for contingencies as authorized by the Housing Authority Executive Director to A&R Construction for the repair of four fire-damaged units located in the Elder Winds public housing development in the City of Antioch, and TAKE related actions. (100% U.S. Housing and Urban Development funds) 24-2667 approved Human Resources C.39 . ADOPT Position Adjustment Resolution No. 26193 to reclassify one Network Administrator II (represented) position and its incumbent to Information Systems Manager I (represented) and place the incumbent at Step 7 of the salary range of the new classification in the Library Department. (100% Library Fund) 24-3226 Attachments:P300 26193 Reclass NA II to ISM I in Library.docx Signed P300 26193.pdf approved Library C.40 . APPROVE and AUTHORIZE the County Librarian, or designee, to close the Prewett Library in Antioch on Friday, November 29; Thursday, December 26; Friday, December 27; and Saturday, December 28, 2024 to coincide with the holiday closure of the Antioch Community Center for annual maintenance projects. (No fiscal impact) 24-3220 approved C.41 . APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EasyVista, Inc ., in an amount not to exceed $40,254 for the renewal of EasyVista Reach subscriptions to enable remote support for staff and patron computers, for the period September 18, 2024 through September 18, 2027. (100% Library Fund) 24-3221 approved C.42 . APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EBSCO Information Services, Inc., in an amount not to exceed $77,435 for renewal of the Flipster subscription to provide digital access to popular magazines, for the period November 1, 2024 through October 31, 2025. (100% Library Fund) 24-3222 approved Page 11 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 C.43 . APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with Zoho Corporation in an amount not to exceed $7,649 for renewal of ManageEngine ADAudit Plus subscriptions to support security monitoring and auditing of library user accounts, for the period August 4, 2024 through August 3, 2027. (100% Library Fund) 24-3223 approved C.44 . APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with Global Online Learning Services, Inc., in an amount not to exceed $6,000 for the renewal of Off2Class subscriptions, for the period August 1, 2024 through July 31, 2025. (100% Library Fund) 24-3224 approved C.45 . APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EBSCO Information Services, LLC, in an amount not to exceed $11,379 for the renewal of LearningExpress Library Complete subscription, for the period October 1, 2024 through June 30, 2025. (100% Library Fund) 24-3225 approved Public Defender C.46 . APPROVE Budget Amendment No. BDA-24-00510 authorizing new revenue in the amount of $70,000 from the Public Defender's Office and appropriating it to the Public Works - ISF Fleet Services Fund for the purchase of two vehicles for the Client Services Program (100% General Fund) 24-3174 Attachments:BDA-24-00510.pdf approved Public Works C.47 . ADOPT Resolution No. 2024-339 declaring October 2024 as Creek and Channel Safety Awareness Month, ACCEPT the status report from the Public Works Department and the Flood Control and Water Conservation District on the Creek and Channel Safety Awareness Program, and DIRECT the Public Works Department and the Flood Control and Water Conservation District to continue with implementation and the annual campaign of a Countywide sustainable Creek and Channel Safety Awareness Program, as recommended by the Chief Engineer, Flood Control and Water Conservation District, Countywide. (100% Flood Control Zone 3B Funds) RES 2024-339 adopted Page 12 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 C.48 . ADOPT Resolution No. 2024-335 approving the Parcel Map and Subdivision Agreement for minor subdivision MS18-00014, for a project being developed by Shelley Molineaux, as recommended by the Public Works Director, Walnut Creek area. (No fiscal impact) RES 2024-335 Attachments:Parcel Map Subdivision Agreement Improvement Security Bond for Subdivision Agreement (1) Tax Letter adopted C.49 . ADOPT Resolution No. 2024-336 approving and authorizing the Public Works Director, or designee, to fully close a portion of Oak View Avenue between Colusa Avenue and Santa Fe Avenue, on December 1, 2024, from 4:00 p.m. through 7:30 p.m., for the purpose of a holiday fair, Kensington area. (No fiscal impact) RES 2024-336 adopted C.50 . ADOPT Resolution No. 2024-337 approving and authorizing the Public Works Director, or designee, to fully close a portion of Edgecroft Road, between 49 Edgecroft Road and 59 Edgecroft Road, on October 15, 2024, from 7:00 a.m. through 5:00 p.m., for the purpose of replacing a utility pole, Kensington area. (No fiscal impact) RES 2024-337 adopted C.51 . ADOPT Resolution No. 2024-338 approving and authorizing the Public Works Director, or designee, to fully close a portion of McBryde Avenue, between 6072 McBryde Avenue and 6110 McBryde Avenue, on October 16, 2024, from 7:30 a.m. through 5:30 p.m., for the purpose of replacing a utility pole, Richmond area. (No fiscal impact) RES 2024-338 adopted C.52 . APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract with Advanced Chemical Transport, Inc. (d/b/a ACTenviro), in an amount not to exceed $500,000 to provide hazardous waste collection and disposal services for the period of October 1, 2024, through September 30, 2027, Countywide. (100% Local Road and Flood Control District Funds) 24-3176 approved C.53 . APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract amendment with HCI Systems, Inc., effective November 1, 2024, to increase the payment limit by $2,000,000 to a new payment limit of $3,000,000 and extend the term through July 31, 2026, for on-call fire sprinkler services at various County sites and facilities, Countywide. (100% General Fund) 24-3177 approved Page 13 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 C.54 . APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract amendment with Sharjo, LLC (dba ServiceMaster Restoration Services), effective August 31, 2024, to extend the term through August 31, 2025, with no change to the payment limit, for on-call restoration services at various County sites and facilities, Countywide. (No fiscal impact) 24-3178 approved C.55 . APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract amendment with Agurto Corporation (dba Pestec), effective July 31, 2024, to increase the payment limit by $400,000 to a new payment limit of $1,800,000, increase the rates, and extend the term through July 31, 2026, for structural integrated pest management services at various County sites and facilities, Countywide. (100% General Fund) 24-3179 approved C.56 . APPROVE updates to Engineering Manuals used by the Public Works Department and Flood Control and Water Conservation District, as recommended by the Public Works Director, Countywide. (No Fiscal Impact) 24-3180 approved Risk Management C.57 . DENY claims filed by J.J.P.H.A. (a minor); Andrea Catucci; Jorge Enrique Hortua Cuintaco; M. Hernandez, L. Rodriguez, F. Rodriguez, and E. Hernandez; Dhondup Lhamo & Thupten Dharab; Edgar Rene Yoc Pirir; and Jorge Zamora. DENY late claim filed by Richard Duncan. 24-3181 approved Sheriff C.58 . APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to execute a contract with Mobile-Med Work Health Solutions, Inc. in an amount not to exceed $377,429 to provide mobile occupational health services to the Office of the Sheriff for the period October 1, 2024 through September 30, 2025. (100% State) 24-3182 approved Page 14 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 GENERAL INFORMATION The Board meets in all its capacities pursuant to Ordinance Code Section 24-2.402. Any disclosable public records related to an open session item on a regular meeting agenda and distributed by the Clerk of the Board to a majority of the members of the Board of Supervisors less than 96 hours prior to that meeting are available for public inspection at 1025 Escobar Street, First Floor, Martinez, CA 94553, during normal business hours. All matters listed under CONSENT ITEMS are considered by the Board to be routine and will be enacted by one motion. There will be no separate discussion of these items unless requested by a member of the Board before the Board votes on the motion to adopt. Each member of the public will be allowed two minutes to comment on the entire consent agenda . Persons who wish to speak on matters set for PUBLIC HEARINGS will be heard when the Chair calls for public testimony. Each speaker during public testimony will be limited to two minutes. After public testimony, the hearing is closed and the matter is subject to discussion and action by the Board . Comments on matters listed on the agenda or otherwise within the purview of the Board of Supervisors can be submitted to the office of the Clerk of the Board via mail: Board of Supervisors, 1025 Escobar Street, First Floor, Martinez, CA 94553 or to clerkoftheboard@cob.cccounty.us. In the interest of facilitating the business of the Board, the total amount of time that a member of the public may use in addressing the Board on all agenda items is 10 minutes. Time limits for public speakers may be adjusted at the discretion of the Chair . The County will provide reasonable accommodations for persons with disabilities planning to attend Board meetings who contact the Clerk of the Board at least 24 hours before the meeting, at (925) 655-2000. Anyone desiring to submit an inspirational thought nomination for inclusion on the Board Agenda may contact the Office of the County Administrator or Office of the Clerk of the Board, 1025 Escobar Street, Martinez, California. Subscribe to receive to the weekly Board Agenda by calling the Office of the Clerk of the Board, (925) 655-2000 or using the County's on line subscription feature at the County’s Internet Web Page, where agendas and supporting information may also be viewed: www.contracosta.ca.gov DISCLOSURE OF CAMPAIGN CONTRIBUTIONS Pursuant to Government Code section 84308, members of the Board of Supervisors are disqualified and not able to participate in any agenda item involving contracts (other than competitively bid, labor, or personal employment contracts), franchises, discretionary land use permits and other entitlements if the Board member received, since January 1, 2023, more than $250 in campaign contributions from the applicant or contractor, an agent of the applicant or contractor, or any financially interested participant who actively supports or opposes the County’s decision on the agenda item. Members of the Board of Page 15 of 16 BOARD OF SUPERVISORS Meeting Minutes October 1, 2024 Supervisors who have received, and applicants, contractors or their agents who have made, campaign contributions totaling more than $250 to a Board member since January 1, 2023, are required to disclose that fact for the official record of the subject proceeding. Disclosures must include the amount of the campaign contribution and identify the recipient Board member, and may be made either in writing to the Clerk of the Board of Supervisors before the subject hearing or by verbal disclosure at the time of the hearing. BOARD OF SUPERVISORS STANDING COMMITTEES For more information please visit the Board of Supervisors Standing Committees page here : https://www.contracosta.ca.gov/8633/Board-of-Supervisors-Standing-Committees Airport Committee: December 5, 2024 at 11:00 a.m. Contra Costa Resilient Shoreline Committee: October 16, 2024 at 10:00 a.m. Equity Committee: October 21, 2024 at 10:30 a.m. Family and Human Services Committee: October 28, 2024 at 10:30 a.m. Finance Committee: October 7 Canceled; Next meeting November 4, at 9:30 a.m. Head Start Advisory Committee: November 4, 2024 at 11:00 a.m. Internal Operations Committee: October 14, 2024 at 11:00 a.m. Legislation Committee: December 9, 2024 at 2:30p.m. Los Medanos Healthcare Operations Committee: December 9, 2024 at 1:00 p.m. Public Protection Committee: October 7, 2024 at 1:00 p.m. Sustainability Committee: November 18, 2024 at 10:00 a.m. Transportation, Water and Infrastructure Committee : October 14, 2024 at 9:30 a.m. AGENDA DEADLINE: Thursday, 12 noon, 12 days before the Tuesday Board meetings. Glossary of Acronyms, Abbreviations, and other Terms Contra Costa County has a policy of making limited use of acronyms, abbreviations, and industry-specific language in its Board of Supervisors meetings and written materials. For a list of commonly used language that may appear in oral presentations and written materials associated with Board meetings, please visit https://www.contracosta.ca.gov/8464/Glossary-of-Agenda-Acronyms. Page 16 of 16 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3218 Name: Status:Type:Discussion Item Passed File created:In control:9/10/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:HEARING on the itemized costs of abatement for property in unincorporated Contra Costa County, located at 1531 1st St., Richmond, California (IPROPERTY LLC, Owner). (Jason Crapo, Conservation and Development Department) Attachments:1. A -Itemized Abatement Costs - TMP-5896 CERV22-00059 1531 1st., Richmond, 2. Before 1, 3. Before 2, 4. Before 3, 5. After 1, 6. After 2, 7. Correspondence-Yu Hu.pdf Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass 5:0 To:Board of Supervisors From:John Kopchik, Director, Conservation and Development Report Title:Abatement of nuisance on property located at 1531 1st St., Richmond, California ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: OPEN the hearing of the costs of abating a public nuisance in unincorporated Contra Costa County on the real property located at 1531 1ST St., Richmond, California, Unincorporated Contra Costa County (APN: 409-051-0 04). RECEIVE and CONSIDER the attached itemized report on the abatement costs and any objections thereto from the property owner or other persons with a legal interest in the property; and CLOSE the hearing. DETERMINE the cost of all abatement work and all administrative costs to be $7,891.43 . ORDER the itemized report confirmed and DIRECT that it be filed with the Clerk of the Board of Supervisors. ORDER the costs to be specially assessed against the above-reference property and AUTHORIZE the recordation of a Notice of Abatement Lien. FISCAL IMPACT: No net fiscal impact. The costs as determined above will be added to the tax roll as a special assessment on this property and will be collected at the same time and in the same manner as ordinary County taxes are collected. BACKGROUND: CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3218,Version:1 Contra Costa County Ordinance Code Article 14-6.4 and California Government Code Section 25845 authorize the recovery of abatement costs in public nuisance cases, the recordation of a Notice of Abatement Lien, and inclusion of abatement costs on the tax roll as a special assessment, upon approval of the Board of Supervisors. The Notice and Order to Abate was posted on the above-referenced property for a vacant residence that is not secured whose premises contain waste, rubbish, and debris and was served on the property owner and all persons known to be in possession of the property by certified mail on April 11, 2024. The property owner did not file an appeal of the Notice and Order to Abate. The County Abatement Officer abated the nuisance on July 1, 2024. The property owner was billed for the actual cost of the abatement and all administrative costs. The bill was sent by first-class mail to the property owner on July 25, 2024. The property owner did not pay the bill within 45 days of the date of mailing. Notice of this Cost Hearing was sent to the property owner by certified mail by the Clerk of the Board. For proof of service, see Clerk of the Board at 1025 Escobar St., 1st Floor, Martinez, CA 94553. CONSEQUENCE OF NEGATIVE ACTION: If not approved, the County will not be able to recover costs for abatement on code violations for this property. CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ CONTRA COSTA COUNTY DATE: September 19, 2024 TO: Clerk of the Board FROM: Department of Conservation & Development By: Andrew Gomer, Building Inspector II RE: Itemized Report of Abatement Costs The following is an itemized report of the costs of abatement for the below described property pursuant to C.C.C. Ord. Code ' 14-6.428. OWNER: IPROPERTY LLC POSSESSOR: N/A MORTGAGE HOLDER: N/A ABATEMENT ORDERED DATE: April 11, 2024 ABATEMENT COMPLETED DATE: July 25, 2024 SITE ADDRESS: 1531 1st St., Richmond, CA APN#: 409-051-004 PROPERTY DESCRIPTION: Residential AMOUNT OF ABATEMENT COSTS (CCC ORDINANCE CODE 14-6.428) ITEM EXPLANATION COST Notice to Comply (include first 2 inspections) $ 300.00 Site Visits (5 x $150.00 @) $ 750.00 Recording Fee $ 17.00 Certified Letter & Regular Mailings $ 44.43 Photos $ 10.00 Contractor hired for abatement $ 6,370.00 Final Site Inspection to Confirm Compliance 200.00 Compliance Report and Board Hearing $ 200.00 Total $ 7,891.43 Abatement costs can be paid at or mailed to Department of Conservation and Development, Building Inspection Division, 30 Muir Rd., Martinez, CA 94553. Energy Code Compliance Margins for Proposed Building Energy Building Code Amendment 1 Energy Design Rating (EDR1) - Rates the building energy efficiency based on hourly source energy use for the home measured in kBtu/ft2-yr. It includes energy use for the building envelope, indoor air quality (IAQ), HVAC, water heating and unregulated loads. The metric approximates the building’s greenhouse gas (GHG) emissions to support California’s GHG reduction goals. 2 Source Energy (SE) - The log run marginal source energy of fossil fuels that are combusted as a result of building energy consumption considering the long-term effects of Commission-projected energy resource procurement. For a given hour, the value in that hour for each forecasted year is averaged to establish a lifetime average source energy. Building Type Climate Zone 3, West County EDR11/ SE2 Margin Climate Zone 12, Central and East County EDR11/ SE2 Margin Cost-effective Design Options Single-Family Homes1 9 EDR1 Points 11 EDR1 Points Install second heat pump system or install battery storage and additional solar. Accessory Dwelling Units (ADUs)1 Not yet proven cost-effective. No change recommended. 6.6 EDR1 Points Only for Climate Zone 12, Install second heat pump system, or install battery storage and additional solar. Low-rise Multifamily (up to 3 habitable stories)2 10% 11% More heat pump system(s) or install battery storage and/or additional solar. High-rise Multifamily Residential (4 or more habitable stories)2 4% 4% Would need additional solar above current code requirement(s). Non-residential (Office, Retail, and Hotel)2 5% 4% Would need additional efficiency above current code requirement(s). Exhibit A 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3219 Name: Status:Type:Discussion Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:HEARING to consider adopting Ordinance No. 2024-17, amending the 2022 California Energy Code to increase energy efficiency standards for certain newly constructed buildings. (Demian Hardman- Saldana, Department of Conservation and Development) Attachments:1. 10-1-24 BOS_Local Energy Code Amendement Slide Deck, 2. Exhibit A, 3. Ordinance No. 2024-17 Energy Code Amendments, 4. Findings ISO Energy Reach Code Adoption, 5. 2022 Cost- Effectiveness Studies, 6. Signed Ord 2024-17 .pdf Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass 5:0 To:Board of Supervisors From:John Kopchik, Director, Conservation and Development Report Title:HEARING to Consider Adopting Ordinance No. 2024-17 amending the 2022 California Energy code to increase energy efficiency standards for certain newly constructed buildings ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: 1.OPEN the public hearing on Ordinance No. 2024-17, RECEIVE testimony, and CLOSE the public hearing. 2.ADOPT Ordinance No. 2024-17, amending the 2022 California Energy Code with changes, additions, and deletions, requiring increased energy efficiency standards for newly constructed residential buildings, hotels, offices, and retail buildings. 3.ADOPT the attached findings and cost effectiveness studies in support of the County’s changes, additions and deletions to the 2022 California Energy Code 4.DIRECT the Department of Conservation and Development, to submit a certified copy of Ordinance No. 2024-17, the adopted findings and cost effectiveness studies and this Board Order to the California Energy Commission, the California Department of Housing and Community Development, and the California Building Standards Commission. 5.FIND that adoption of the ordinance is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Sections 15061(b)(3) and 15308. CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 6 powered by Legistar™ File #:24-3219,Version:1 6.DIRECT staff to file a Notice of Exemption with the County Clerk and pay any required fee for the filing. FISCAL IMPACT: None. BACKGROUND: On June 4, 2024, the Board of Supervisors directed staff to develop an ordinance amending the County building code to increase the energy efficiency standards for newly constructed residential buildings, hotels, offices and retail buildings to meet the County’s 2024 Climate Action and Adaptation Plan goals. On September 10, 2024, the Board of Supervisors (BOS) introduced Ordinance No. 2024-17, waived its reading, and fixed a hearing date of October 1, 2024, to consider amending the 2022 California Energy Code to require increased energy efficiency standards for all newly constructed residential buildings, hotels, offices, and retail buildings. Health and Safety Code sections 17958.5 and 18941.5 authorize a local agency to modify the 2022 California Energy Code and establish more restrictive building standards if the local agency finds that the changes and modifications are reasonably necessary because of local climatic, geological, topographical, or environmental conditions. California Public Resources Code section 25402.1(h)(2) further authorizes a local agency to modify the California Energy Code if the local agency finds that the proposed standards are cost-effective and the California Energy Commission (CEC) determines that the proposed standards will require the diminution of energy consumption levels permitted by the 2022 California Energy Code. The proposed Ordinance No 2024-17 (attached) would amend the 2022 California Energy Code due to local climatic, geographical, topographical, and environmental conditions. The attached findings describe the local climatic, geographical, topographical, and environmental conditions that make the more restrictive standards reasonably necessary. The attached findings also include the required findings related to energy savings and cost-effectiveness based on several cost-effectiveness studies prepared as part of the Statewide Reach Codes Program. The referenced cost-effectiveness studies are also attached. The proposed substantive changes to the 2022 California Energy Code are described below. Modifications to the 2022 California Energy Code The proposed ordinance requires a higher (or more stringent) energy efficiency standard than is required in the current 2022 California Energy Code for newly constructed single-family residential buildings, detached accessory dwelling units, multi-family residential buildings, hotel, office, and retail buildings. Building permit applicants will be required to demonstrate compliance with this standard by achieving the required Source Energy score on the Energy Code analysis submitted as part of their permit application. For newly constructed non-residential buildings (office, retail, and hotel) and multi-family residential buildings, the 2022 California Energy Code requires that an Energy Budget be calculated. The Energy Budget approximates the projected energy consumption for a non-residential building or multi-family building proposed for construction. The Energy Budget is calculated by the sum of two separate metrics, Source Energy CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 6 powered by Legistar™ File #:24-3219,Version:1 and Time-Dependent Valuation (TDV) Energy. The Source Energy metric accounts for both the energy consumed on site, plus energy used in its production and delivery. Source Energy is also a reasonable proxy for greenhouse gas emissions. Accordingly, staff identified Source Energy as the metric for which to impose increased efficiency requirements. Due to climactic effects, the required energy performance standard (e.g., Source Energy or EDR1) differs depending on the climate zone (location) in which the new building is constructed. Contra Costa County has two climate zones. Climate Zone 3 generally encompasses West County, and Climate Zone 12 generally encompasses Central and East County. The proposed ordinance would: 1.Require a Source Energy Design Rating Compliance Margin (i.e. a lower EDR1 score) resulting in a stricter energy efficiency requirement than is required in the current state energy code for all newly constructed single-family residential buildings and newly constructed detached accessory dwelling units (ADUs), with the exception of ADUs located in Climate Zone 3 (see exceptions listed below for explanation). 2.Require a Source Energy Compliance Margin (i.e. a lower source energy score) resulting in stricter energy efficiency requirement than is required in the current state energy code for all newly constructed multi-family buildings, hotels, offices, and retail buildings. 3.Impose additional electric readiness requirements for hotels, offices, and retail buildings that are designed for natural gas infrastructure. The Source Energy Design Rating Compliance Margin for single-family buildings and ADUs, and Source Energy Compliance Margin for multi-family buildings, hotels, offices, and retail buildings, are calculated relative to those same metrics as calculated for the required Energy Budget for the standard design building under the Energy Code. The compliance margins for each building type proposed in the ordinance are provided in Exhibit A of this report. Exhibit A also includes a summary of the cost-effective design options that correspond with the compliance margins proposed for each building type. The Source Energy Design Rating Compliance Margin for single-family buildings and ADUs, and Source Energy Compliance Margin for multi-family buildings, hotels, offices, and retail buildings, are calculated relative to those same metrics as calculated for the required Energy Budget for the standard design building under the Energy Code. The compliance margins for each building type proposed in the ordinance are provided in Exhibit A of this report. Exhibit A also includes a summary of the cost-effective design options that correspond with the compliance margins proposed for each building type. Below are exceptions to the compliance margins proposed in the ordinance: ·Detached Accessory Dwelling Units (ADUs) located in Climate Zone 3. The currently available cost- effectiveness studies do not demonstrate that it is cost-effective to require a higher energy efficiency standard for detached ADUs located in Climate Zone 3. ·Newly constructed buildings that do not require a Photovoltaic (PV) system (i.e. solar panels). There are some instances where smaller homes, especially ADUs, may be exempt under the current energy code from being required to install a PV system. It would not be cost-effective to require a higher energy efficiency standard for instances where the building code does not require a PV system be installed. CONTRA COSTA COUNTY Printed on 10/28/2024Page 3 of 6 powered by Legistar™ File #:24-3219,Version:1 ·Nonresidential occupancies (hotel, office, and retail) designed with single zone conditioning systems. It has not yet been proven to be cost-effective to require a higher energy efficiency standard for non- residential buildings that have single zone conditioning systems. ·A community shared solar electric generation system, or other renewable electric generation system, or community shared battery storage system which provides dedicated power may offset part or all of the Energy Budget standards for a proposed building. This exception encourages the installation of these systems, which is consistent with the current intent of the building code. ·Additions and alternations. The reach code provisions do not apply to additions, alterations, or repairs. However, if the majority of an existing building is damaged or demolished and then reconstructed, the reconstructed structured would be considered a new building and would be subject to the provisions of this ordinance. The ordinance also includes an electric readiness requirement for nonresidential systems (hotel, office and retail buildings). Where new hotel, office or retail building types are proposed to install gas or propane, the construction drawings would be required to include routing of conduit from the equipment using gas or propane to the point of interconnection with the electrical service. The installation of electrical conduit at the location of gas or propane equipment will facilitate the replacement of such appliances with electric-powered equipment at a future date at the discretion of the property owner. County staff recommends that this additional requirement be included for the nonresidential building types that are required to have a higher energy efficiency standard by the proposed ordinance (hotel, office and retail). This provision is expected to have a nominal cost to a developer and would reduce costs for property owners if they choose to change their gas or propane equipment to electric in the future. The current Energy Code already includes similar requirements for all residential buildings, and this standard is expected to be required for nonresidential development in the 2025 Building Code (effective January 1, 2026). The ordinance has been designed to allow property owners and developers flexibility in their building design to meet the higher efficiency standards proposed. The ordinance does not include any requirements that home appliances such as stoves, clothes dryers, and clothes washers be electric. Additionally, it does not require any ancillary building uses to be electric, such as for pool heating or outdoor cooking equipment. Lastly, the proposed ordinance would delete the County all-electric requirement for newly constructed buildings. On February 27, 2024, the Board of Supervisors suspended enforcement of the all-electric requirement and directed staff to develop alternate regulations aimed at achieving the County’s climate action goals. The proposed ordinance is a result of those efforts. Local Impact on Energy Resources and Utility Service This ordinance will not create difficulties for new buildings receiving electrical service because it will not significantly increase the electrical service requirements of new buildings compared to existing statewide requirements. This ordinance will have less impact on electrical service requirements for new buildings compared to the County’s all-electric building ordinance, which is no longer being enforced, because this ordinance will allow for mixed fuel buildings and will provide developers with greater flexibility in designing the energy requirements of buildings. This ordinance provides home builders with choices and options for complying within the conventional electrical service requirements for new homes. These include options using both gas and electric powered appliances and devices within the home, as well as renewable energy generation (such as solar panels) and energy storage (batteries). CONTRA COSTA COUNTY Printed on 10/28/2024Page 4 of 6 powered by Legistar™ File #:24-3219,Version:1 Nearly all new single-family residences constructed within the County are constructed with an electrical service of 200 amps or less, which is standard practice and is routinely accommodated by PG&E. The proposed ordinance will not change this. Home builders will be able to comply with the requirements of this ordinance using a standard electrical service of 200 amps or less. Under current conditions, a very small portion of homes built within the County experience challenges receiving utility electrical service due to utility capacity issues. The circumstances leading to such challenges include exceptionally large homes, homes with unusually large electricity needs resulting from the uses on the property, and homes in very remote undeveloped areas where it is difficult for the utility to extend service. Such conditions exist today and will continue to exist in the foreseeable future. However, this will not be affected by the proposed ordinance because the ordinance does not impact the factors that create these challenges. Separate from electrical capacity constraints, in recent years, many developers have reported increased wait times in scheduling utility connections for newly constructed buildings of all types. It is now taking PG&E much longer to provide personnel on site to perform the necessary connection services than it used to. The scheduling delays associated with connecting utility electrical service that many construction projects are currently experiencing will not be affected by this ordinance because such delays are driven by factors that are not related to this ordinance. California Energy Commission Approval and Operative Dates Modifications to the California Energy Code, and the associated findings, must be submitted to the California Energy Commission (CEC) for review and approval before the modifications take effect. If adopted by the Board, staff will transmit the adopted ordinance and findings to the CEC. Included as part of the findings to the CEC will be all appropriate cost-effectiveness studies required to substantiate cost-effectiveness to meet CEC approval. Staff has worked very closely with the Statewide Codes and Standards Program technical consultants in preparing the ordinance to meet the CEC standards for the proposed ordinance. The CEC has informed staff that the review and approval process is expected to take approximately 60 days. As drafted, the ordinance will become operative on January 1, 2025, or upon approval by the CEC, whichever is later. California Environmental Quality Act (CEQA) For the purposes of compliance with CEQA, adoption of the ordinance is the project. Based on the record before the County, staff has determined that this project is categorically exempt from environmental review under CEQA Guidelines Sections 15061(b)(3) (Review for Exemption) and 15308 (Actions by Regulatory Agencies for Protection of the Environment). Section 15061(b)(3) is the common sense exemption and applies only to projects where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment. Section 15308 covers Class 8 categorical exemptions, which consist of actions taken by regulatory agencies, as authorized by state or local ordinance, to assure the maintenance, restoration, enhancement, or protection of the environment where the regulatory process involves procedures for protection of the environment. For the purpose of protecting the environment, the proposed ordinance requires higher energy efficiency standards for all newly constructed residential buildings, hotels, offices, and retail buildings. The regulatory standards contained in the proposed ordinance are more stringent than those set forth in the State Building Standards Code, and as a result there are no reasonably foreseeable adverse impacts or possibility that the activity in question may have a significant effect on the environment. CONSEQUENCE OF NEGATIVE ACTION: The County would likely not meet its greenhouse gas emissions reduction targets proposed in its draft 2024 CONTRA COSTA COUNTY Printed on 10/28/2024Page 5 of 6 powered by Legistar™ File #:24-3219,Version:1 Climate Action and Adaptation Plan (anticipated adoption in fall 2024). CONTRA COSTA COUNTY Printed on 10/28/2024Page 6 of 6 powered by Legistar™ Proposed Energy Code Amendment to Reduce Greenhouse Gas Emissions from New Buildings Board of Supervisors October 1, 2024 Demian Hardman-Saldana Department of Conservation and Development Contra Costa County 925-655-2816 · Demian.Hardman@dcd.cccounty.us 1 Today’s Presentation Ordinance Adoption Process Ordinance Overview 2 3 Ordinance Process 2/27/2024 •All-Electric Ordinance Suspended 5/20/2024 •Sustainability Committee Recommended option(s) 6/4/2024 •BOS Authorized DCD to prepare Ordinance for More Stringent Energy Code to Meet Climate Goals 9/10/24 •Ordinance Introduced to BOS to set public hearing to consider adoption 10/1/24 •Ordinance considered by BOS for adoption 1/1/25 •Ordinance becomes operative pending California Energy Commission Approval On February 27, 2024, the Board of Supervisors suspended the all-electric ordinance in response to the to the Berkeley decision The proposed ordinance is planned for an operative date of January 1, 2025 4 Proposed Ordinance Purpose: To replace emissions reductions lost from the suspended all-electric ordinance so the County can meet its 2024 Climate Action and Adaptation Plan goals. Proposed Action: Amend the 2022 California Building Code to increase energy efficiency standards for the design and construction of newly constructed residential buildings, hotels, offices, and retail buildings with an operative date of January 1, 2025 5 Building Type Climate Zone 3 West County Energy Improvement Margin Climate Zone 12 Central/East County Energy Improvement Margin Cost-effective Design Options Single-Family Homes, Duplexes and Townhomes1 9 EDR1 Points 11 EDR1 Points Install second heat pump system or install battery storage and additional solar. Detached Accessory Dwelling Units (ADUs)1 Not yet proven cost-effective. No change recommended. 6.6 EDR1 Points Only for Climate Zone 12, install second heat pump system, or install battery storage and additional solar. Low-rise Multifamily (up to 3 habitable stories)2 10%11%More heat pump system(s), or install battery storage and/or additional solar. High-rise Multifamily Residential (4 or more habitable stories)2 4%4%Would need additional solar above current code requirement(s). Non-residential (Office, Retail, and Hotel)2 5%4%Would need additional efficiency above current code requirement(s). 1 Energy Design Rating (EDR1) - Rates the building energy efficiency based on hourly source energy use for the home measured in kBtu/ft2-yr. It includes energy use for the building envelope, indoor air quality (IAQ), HVAC, water heating and unregulated loads. The metric approximates the building’s greenhouse gas (GHG) emissions to support California’s GHG reduction goals. 2 Source Energy (SE) - The log run marginal source energy of fossil fuels that are combusted as a result of building energy consumption considering the long-term effects of Commission-projected energy resource procurement. For a given hour, the value in that hour for each forecasted year is averaged to establish a lifetime average source energy. Proposed Ordinance Other Provisions & Exceptions 6 •Electric readiness in nonresidential new construction where gas is installed for hotel, office and retail buildings Other Provisions •Small homes exempt from installing solar under current code •Nonresidential new construction with single-zone conditioning systems •Projects with community solar and/or battery storage may use these systems to meet compliance •Additions and alterations Exceptions Questions? Contact: Demian Hardman-Saldana Principal Planner demian.hardman@dcd.cccounty.us P: 925-655-2816 7 Energy Code Compliance Margins for Proposed Building Energy Building Code Amendment 1 Energy Design Rating (EDR1) - Rates the building energy efficiency based on hourly source energy use for the home measured in kBtu/ft2-yr. It includes energy use for the building envelope, indoor air quality (IAQ), HVAC, water heating and unregulated loads. The metric approximates the building’s greenhouse gas (GHG) emissions to support California’s GHG reduction goals. 2 Source Energy (SE) - The log run marginal source energy of fossil fuels that are combusted as a result of building energy consumption considering the long-term effects of Commission-projected energy resource procurement. For a given hour, the value in that hour for each forecasted year is averaged to establish a lifetime average source energy. Building Type Climate Zone 3, West County EDR11/ SE2 Margin Climate Zone 12, Central and East County EDR11/ SE2 Margin Cost-effective Design Options Single-Family Homes1 9 EDR1 Points 11 EDR1 Points Install second heat pump system or install battery storage and additional solar. Accessory Dwelling Units (ADUs)1 Not yet proven cost-effective. No change recommended. 6.6 EDR1 Points Only for Climate Zone 12, Install second heat pump system, or install battery storage and additional solar. Low-rise Multifamily (up to 3 habitable stories)2 10% 11% More heat pump system(s) or install battery storage and/or additional solar. High-rise Multifamily Residential (4 or more habitable stories)2 4% 4% Would need additional solar above current code requirement(s). Non-residential (Office, Retail, and Hotel)2 5% 4% Would need additional efficiency above current code requirement(s). Exhibit A FINDINGS FOR ORDINANCE NO. 2024-XX 1 of 5 CONTRA COSTA COUNTY FINDINGS IN SUPPORT OF CHANGES, ADDITIONS, AND DELETIONS TO CALIFORNIA ENERGY CODE TO REQUIRE CERTAIN NEWLY CONSTRUCTED BUILDINGS TO BE MORE ENERGY EFFICIENT The California Building Standards Commission has adopted and published the 2022 Building Standards Code, which became effective on January 1, 2023. The 2022 Building Standards Code is composed of the 2022 California Building, Residential, Green Building Standards, Energy, Electrical, Plumbing, Mechanical, and Existing Building Codes. These codes are enforced in Contra Costa County by the Building Inspection Division of the Department of Conservation and Development. Although these codes apply statewide, Health and Safety Code sections 17958.5 and 18941.5 authorize a local jurisdiction to modify or change these codes to establish more restrictive building standards if the jurisdiction finds that the modifications and changes are reasonably necessary because of local climatic, geological, or topographical conditions. Additionally, Public Resources Code section 25402.1(h)(2) further authorizes a local jurisdiction to modify or change the California Energy Code if the local jurisdiction finds that the proposed standards are cost-effective, and the California Energy Commission determines that the proposed standards will require the diminution of energy consumption levels permitted by the 2022 California Energy Code. Ordinance No. 2024-17 amends the 2022 California Energy Code to increase energy efficiency standards for certain newly constructed residential buildings, hotels, offices, and retail buildings be constructed to be more energy efficient than the 2022 California Energy Code mandates. Pursuant to Health and Safety Code section 17958.7, the Contra Costa County Board of Supervisors finds that the more restrictive standards contained in Ordinance No. 2024-17 are reasonably necessary because of the local climatic, geological, and topographic conditions that are described below. I. Local Conditions A. Climatic 1. Temperature a) Conditions Temperatures have been recorded as high as 114° F. Average summer highs are in the 75° to 90° range, with average maximums of 105° in some areas of unincorporated Contra Costa County. FINDINGS FOR ORDINANCE NO. 2024-XX 2 of 5 b) Impact Prolonged exposure to high temperatures can be detrimental to the health and safety of building occupants. Buildings that meet higher efficiency requirements have the ability to maintain indoor space conditioning for longer periods of time. During power outages, particularly outages that coincide with extreme temperatures, energy efficient buildings provide higher levels of health and safety to the occupants of the building. 2. Greenhouse Gas Emissions a) Conditions Energy use in buildings contributes significantly to greenhouse gas (GHG) emissions. Increased levels of GHGs in the atmosphere accelerate the rate of climate change, a phenomenon known as global warming. Scientists attribute the global warming trend observed since the mid-20th century to the human expansion of the “greenhouse effect.”The greenhouse effect is caused by the warming that results when the atmosphere traps heat radiating from Earth toward space.1 Residential and commercial buildings are responsible for roughly 25% of California’s GHG emissions.2 In buildings, the combustion of natural gas and petroleum products for heating and cooking needs emits carbon dioxide (CO2), methane (CH4), and nitrous oxide (N20). Emissions from natural gas consumption represent 78 percent of direct fossil fuel CO2 emissions from the residential and commercial sectors in 2022.3 In 2016, through Senate Bill 32, California set targets to reduce GHG emissions to be 40 percent below 1990 levels by 2030. Subsequently, the California Air Resources Board (CARB) released its 2022 Scoping Plan outlining a roadmap for California to achieve carbon neutrality by 2045 or earlier.4 Contra Costa County is also taking steps to reduce GHG emissions. As part of the Envision Contra Costa 2040, the County is updating its Climate Action and Adaptation Plan to improve community resilience and establish GHG reduction targets consistent with the State targets. As part of this update, the County completed a local greenhouse gas emissions inventory. b) Impact Requiring more stringent building efficiency standards in new construction for the building types specified in this ordinance is consistent with the intent of State legislation and County requirements to aggressively implement energy policies designed to ensure success in meeting GHG emission reduction goals. 1 NASA, The Causes of Climate Change, as of August 8, 2024, https://science.nasa.gov/climate-change/causes/ 2 California Air Resources Board, Building Decarbonization, as of August 8, 2024, https://ww2.arb.ca.gov/our- work/programs/building-decarbonization 3 United States Environmental Protection Agency, Source of Greenhouse Gas Emissions, as of August 8, 2024, https://www.epa.gov/ghgemissions/sources-greenhouse-gas-emissions#commercial-and-residential. 4 California Air Resources Board (n 2) FINDINGS FOR ORDINANCE NO. 2024-XX 3 of 5 B. Geological 1. Seismicity a) Conditions Contra Costa County is located in Seismic Design Categories D and E, which designates the County at very high risk for earthquakes. Buildings and other structures in these zones can experience major seismic damage. Contra Costa County is near numerous earthquake faults including the San Andreas Fault, and all or portions of the Hayward, Calaveras, Concord, Antioch, Mt. Diablo, and other lesser faults. A 4.1 earthquake with its epicenter in Concord occurred in 1958, and a 5.4 earthquake with its epicenter also in Concord occurred in 1955. The Concord and Antioch faults have a potential for a Richter 6 earthquake and the Hayward and Calaveras faults have the potential for a Richter 7 earthquake. Minor tremblers from seismic activity are not uncommon in the area. A study released in 2015 by the Working Group of California Earthquake Probabilities predicts that for the San Francisco region, the 30-year likelihood of one or more earthquake of 6.7 or larger magnitude is 72%. The purpose of this Working Group is to develop statewide, time-dependent Earthquake Rupture Forecasts for California that use best available science, and are endorsed by the United States Geological Survey, the Southern California Earthquake Center, and the California Geological Survey. Scientists, therefore, believe that an earthquake of a magnitude 6.7 or larger is now slightly more than twice as likely to occur as to not occur in, approximately, the next 30 years. b) Impact A major earthquake could cause major damage to electrical transmission facilities and gas distribution infrastructure which is likely to disrupt these services to buildings. “If ambient temperatures are extremely hot or cold during these outages, it can become a public health emergency. Efficient buildings retain their space conditioning (cooling and heating) longer during power outages, making building occupants more resilient.”5 Increasing the level of energy efficiency in new construction for the building types specified in this ordinance will increase resilience during power outages by enabling buildings to maintain safe indoor conditions during power outages. 5 Center for Climate And Energy Solutions, Resilience Strategies for Power Outages, https://www.epa.gov/ghgemissions/sources-greenhouse-gas-emissions#commercial-and-residential FINDINGS FOR ORDINANCE NO. 2024-XX 4 of 5 C. Topographic 1. Vegetation a) Conditions The wildland-urban interface exists throughout Contra Costa County, oftentimes abutting residential development and other critical infrastructure. Due to the presence of highly combustible dry grass, weeds, and brush in hilly and open space areas for 6-8 months of the year, these areas are susceptible to wildland fires which can threaten nearby structures and disrupt power delivery. Wildland fires also create thick layers of toxic smoke and particulate matter that can be harmful to communities exposed to it. b) Impact Energy efficient buildings, especially those with Distributed Energy Resources (DER) such as solar generation and battery storage, are more capable of maintaining indoor air quality and comfortable temperatures during power loss events caused by wildland fires and/or extreme heat. “Resilient solutions that incorporate back-up power with efficiency measures will deliver many more critical hours of safety (the duration a building can maintain livable conditions during an extreme weather event or wildfire)”6 Requiring more stringent building efficiency standards by amending the building code will enhance Contra Costa County residents’ resilience to wildland fires which have become endemic to the region. II. Necessity of More Restrictive Standards Due to the conditions described above, the Contra Costa County Board of Supervisors finds that there are local climatic, geological, and topographical conditions unique to Contra Costa County that require the imposition of building energy standards that are more stringent that the State’s energy code for newly constructed residential buildings, detached accessory dwelling units, hotels, offices, and retail buildings as set forth in Ordinance No. 2024-17 III. California Energy Code Pursuant to California Public Resources Code section 25402.1(h)(2), the Contra Costa County Board of Supervisors finds that the modifications made to the California Energy Code in this ordinance are cost-effective for newly constructed residential buildings, including detached accessory dwelling units located in climate zone 12, and all newly constructed hotels, offices and retail buildings. This finding of cost-effectiveness is based on the following cost-effectiveness studies prepared as part of the Statewide Reach Codes Program: 6 Rocky Mountain Institute (RMI), Adapting to Fire: How Cities Can Enhance Resilience with Distributed Energy, as of August XX, 2024, https://rmi.org/adapting-to-fire-how-cities-can-enhance-resilience-with-distributed-energy/ FINDINGS FOR ORDINANCE NO. 2024-XX 5 of 5 • 2022 Cost-Effectiveness Study: Single Family New Construction Last modified May 30, 2024 • 2022 Cost-Effectiveness Study: Multifamily New Construction Last modified June 20, 2023 • 2022 Cost-Effectiveness Study: Nonresidential New Construction Reach Code Last modified March 24, 2023 Contra Costa County is located in climate zones 3 and 12. The cost-effectiveness studies conclude that specific modifications to the 2022 California Energy Code—including more stringent building energy efficiency requirements for newly constructed residential buildings, hotels, offices, and retail buildings— are cost-effective for climate zones 3 and 12. The Board of Supervisors also finds, pursuant to California Public Resources Code section 25402.1(h)(2), that the modifications made to the California Energy Code in this ordinance will require diminution of energy consumption levels compared to those permitted by the 2022 California Energy Code. These findings of cost-effectiveness and energy savings will be filed with the California Energy Commission before Ordinance No. 2024-17 takes effect. Prepared by: Alea German, Claudia Pingatore, Ada Shen, & Keith Saechao, Frontier Energy, Inc Misti Bruceri, Misti Bruceri & Associates, LLC Prepared for: Kelly Cunningham, Codes and Standards Program, Pacific Gas and Electric Last modified: 2024/05/30 Revision: 1.3 Cost-Effectiveness Analysis: Single Family New Construction Legal Notice This report was prepared by Pacific Gas and Electric Company and funded by the California utility customers under the auspices of the California Public Utilities Commission. Copyright 2022, Pacific Gas and Electric Company. All rights reserved, except that this document may be used, copied, and distributed without modification. Neither PG&E nor any of its employees makes any warranty, express or implied; or assumes any legal liability or responsibility for the accuracy, completeness or usefulness of any data, information, method, product, policy or process disclosed in this document; or represents that its use will not infringe any privately- owned rights including, but not limited to, patents, trademarks or copyrights. Acronym List 2023 PV$ – Present value costs in 2023 ACH50 – Air Changes per Hour at 50 pascals pressure differential ACM – Alternative Calculation Method ADU – Accessory Dwelling Unit AFUE – Annual Fuel Utilization Efficiency B/C – Lifecycle Benefit-to-Cost Ratio BEopt – Building Energy Optimization Tool BSC – Building Standards Commission CA IOUs – California Investor-Owned Utilities CASE – Codes and Standards Enhancement CBECC-Res – Computer program developed by the California Energy Commission for use in demonstrating compliance with the California Residential Building Energy Efficiency Standards CFI – California Flexible Installation CFM – Cubic Feet per Minute CO2 – Carbon Dioxide CPAU – City of Palo Alto Utilities CPUC – California Public Utilities Commission CZ – California Climate Zone DHW – Domestic Hot Water DOE – Department of Energy DWHR – Drain Water Heat Recovery EDR – Energy Design Rating EER – Energy Efficiency Ratio EF – Energy Factor Cost-Effectiveness Analysis: Single Family New Construction GHG – Greenhouse Gas HERS Rater – Home Energy Rating System Rater HPA – High Performance Attic HPWH – Heat Pump Water Heater HSPF – Heating Seasonal Performance Factor IECC – International Energy Conservation Code IOU – Investor Owned Utility kBtu – kilo-British thermal unit kWh – Kilowatt Hour LBNL – Lawrence Berkeley National Laboratory LCC – Lifecycle Cost LLAHU – Low Leakage Air Handler Unit LSC – Long-term System Cost (2025 Title 24, Part 6 compliance metric) MF – Multifamily NEEA – Northwest Energy Efficiency Alliance NEM – Net Energy Metering NPV – Net Present Value NREL – National Renewable Energy Laboratory PG&E – Pacific Gas and Electric Company POU – Publicly-Owned-Utilities PV – Photovoltaic SCE – Southern California Edison SDG&E – San Diego Gas and Electric SEER – Seasonal Energy Efficiency Ratio SF – Single Family SMUD – Sacramento Municipal Utility District SoCalGas – Southern California Gas Company TDV – Time Dependent Valuation (2022 Title 24, Part 6 compliance metric) Therm – Unit for quantity of heat that equals 100,000 British thermal units Title 24 – Title 24, Part 6 TOU – Time-Of-Use UEF – Uniform Energy Factor VLLDCS – Verified Low Leakage Ducts in Conditioned Space ZNE – Zero-net Energy Cost-Effectiveness Analysis: Single Family New Construction Summary of Revisions Date Description Reference (page or section) 9/12/2022 Original Release (1.0) N/A 3/25/2024 Updated analysis (1.1) • New simulation results with latest CBECC-Res version (Section 2.1.1) • Updated utility cost estimates using recent utility tariff and net billing tariff (Section 2.1.3) • New measure costs for heat pumps, batteries, and PV (Section 3.3) • Revised packages (Section 3.4) • Revised Results, Summary, References, and Appendices (Sections 4-7) 4/26/2024 Corrected errors (1.2) • Corrected incorrect results in Tables 16-19, 23, 26 5/30/2024 Corrected errors (1.3) • Corrected incorrect results in Tables 15-18, 22-28 Cost-Effectiveness Analysis: Single Family New Construction TABLE OF CONTENTS Executive Summary .......................................................................................................................................................... 1 1 Introduction ................................................................................................................................................................ 4 2 Methodology and Assumptions ............................................................................................................................... 5 2.1 Analysis for Reach Codes ..................................................................................................................................................... 5 2.1.1 Modeling ....................................................................................................................................................................... 5 2.1.2 Cost-effectiveness ........................................................................................................................................................ 5 2.1.3 Utility Rates ................................................................................................................................................................... 7 2.2 Greenhouse Gas Emissions ................................................................................................................................................. 8 2.3 Energy Design Rating ........................................................................................................................................................... 8 3 Prototypes, Measure Packages, and Costs ............................................................................................................ 9 3.1 Prior Reach Code Research ................................................................................................................................................. 9 3.2 Prototype Characteristics ...................................................................................................................................................... 9 3.3 Measure Definitions and Costs ........................................................................................................................................... 12 3.3.1 Efficiency, Solar PV, and Batteries ............................................................................................................................. 12 3.3.2 Electrification ............................................................................................................................................................... 17 3.4 Measure Packages ............................................................................................................................................................. 22 4 Results ...................................................................................................................................................................... 24 4.1 Compliance Results: All-Electric vs. Mixed Fuel Code Minimum ........................................................................................ 24 4.2 All-Electric Code Minimum Results ..................................................................................................................................... 26 4.3 All-Electric Efficiency, PV, and Battery Results ................................................................................................................... 29 4.4 Mixed Fuel Results ............................................................................................................................................................. 31 4.5 Greenhouse Gas Reductions .............................................................................................................................................. 33 4.6 Sensitivity Analysis ............................................................................................................................................................. 35 4.6.1 CARE Rate Comparison ............................................................................................................................................. 36 4.6.2 Utility Infrastructure Cost Sensitivity ............................................................................................................................ 38 4.6.3 Utility Rate Escalation ................................................................................................................................................. 39 5 Summary .................................................................................................................................................................. 42 6 References ............................................................................................................................................................... 46 7 Appendices .............................................................................................................................................................. 48 7.1 Map of California Climate Zones ......................................................................................................................................... 48 7.2 Utility Rate Schedules ......................................................................................................................................................... 49 7.2.1 Pacific Gas & Electric .................................................................................................................................................. 50 7.2.2 Southern California Edison ......................................................................................................................................... 57 7.2.3 Southern California Gas .............................................................................................................................................. 61 7.2.4 San Diego Gas & Electric............................................................................................................................................ 62 7.2.5 City of Palo Alto Utilities .............................................................................................................................................. 68 7.2.6 Sacramento Municipal Utilities District (Electric Only) ................................................................................................. 70 7.2.7 Fuel Escalation Assumptions ...................................................................................................................................... 72 7.3 Summary of Efficiency Measures ........................................................................................................................................ 74 7.4 Summary of Applicable Prescriptive Base case Measures ................................................................................................. 76 Cost-Effectiveness Analysis: Single Family New Construction LIST OF TABLES Table 1: Utility Tariffs Used Based on Climate Zone ............................................................................................................................ 7 Table 2: Prototype Characteristics ........................................................................................................................................................ 9 Table 3: Base case Characteristics of the Prototypes ........................................................................................................................ 11 Table 4: Base Package PV Capacities (kW-DC) ................................................................................................................................ 12 Table 5: Incremental Cost Assumptions: Efficiency, PV, and Battery Measures ................................................................................ 14 Table 6: Single Family IOU Total Natural Gas Infrastructure Costs .................................................................................................... 17 Table 7: Single Family CPAU Total Natural Gas Infrastructure Costs ................................................................................................ 18 Table 8: ADU Utility Infrastructure Total and Incremental Costs ......................................................................................................... 18 Table 9: Effective Useful Lifetime (EUL) of Water Heating & Space Conditioning Equipment ............................................................ 19 Table 10: Space Conditioning System Nominal Capacities ................................................................................................................ 20 Table 11: Space Conditioning System Incremental Costs (2023 PV$) ............................................................................................... 20 Table 12: Heat Pump Water Heating System Incremental Costs (2023 PV$) .................................................................................... 21 Table 13: Single Family All-Electric Appliance Incremental Costs ...................................................................................................... 22 Table 14: Single Family Cost-Effectiveness: All-Electric Code Minimum ............................................................................................ 27 Table 15: ADU Cost-Effectiveness: All-Electric Code Minimum .......................................................................................................... 28 Table 16: Single Family Cost-Effectiveness: Comparison of All-Electric Efficiency Only, PV, and Battery Packages ........................ 29 Table 17: ADU Cost-Effectiveness: All-Electric Energy Efficiency + Additional PV + Battery ............................................................. 30 Table 18: Single Family Cost-Effectiveness: Mixed Fuel Efficiency + PV + Battery ............................................................................ 31 Table 19: ADU Cost-Effectiveness: Mixed Fuel Efficiency + PV + Battery ......................................................................................... 32 Table 20: Single Family Greenhouse Gas Reductions (metric tons) .................................................................................................. 33 Table 21: ADU Greenhouse Gas Reductions (metric tons) ................................................................................................................ 34 Table 22: On-Bill Cost-Effectiveness with CARE Tariffs: All-Electric Code Minimum ......................................................................... 36 Table 23: On-Bill Cost-Effectiveness with CARE Tariffs: Mixed Fuel Efficiency + PV+ Battery Package ........................................... 37 Table 24: Single Family Cost-Effectiveness Comparison with Range of Natural Gas Utility Infrastructure Costs: All-Electric Code Minimum ........................................................................................................................................................................................ 38 Table 25: Cost-Effectiveness, 2025 LSC Basis: All-Electric Code Minimum ...................................................................................... 40 Table 26: Cost-Effectiveness, 2025 LSC Basis: Mixed Fuel Efficiency + PV + Battery ...................................................................... 41 Table 27: Summary of Single Family EDR1 Margins and Cost-Effectiveness .................................................................................... 44 Table 28: Summary of ADU EDR1 Margins and Cost-Effectiveness .................................................................................................. 45 Table 29: PG&E Baseline Territory by Climate Zone .......................................................................................................................... 50 Table 30: PG&E Monthly Gas Rate ($/therm) ..................................................................................................................................... 50 Table 31: SCE Baseline Territory by Climate Zone ............................................................................................................................ 57 Table 32: SoCalGas Baseline Territory by Climate Zone ................................................................................................................... 61 Table 33: SoCalGas Monthly Gas Rate ($/therm) .............................................................................................................................. 61 Table 34: SDG&E Baseline Territory by Climate Zone ....................................................................................................................... 62 Cost-Effectiveness Analysis: Single Family New Construction Table 35: SDG&E Monthly Gas Rate ($/therm) .................................................................................................................................. 62 Table 36: CPAU Monthly Gas Rate ($/therm) ..................................................................................................................................... 68 Table 37: Real Utility Rate Escalation Rate Assumptions, CPUC En Banc and 2022 TDV Basis ...................................................... 72 Table 38: Real Utility Rate Escalation Rate Assumptions, 2025 LSC Basis ....................................................................................... 73 Table 39: All-Electric Single Family Efficiency Measures, Various Packages ..................................................................................... 74 Table 40: Mixed Fuel Single Family Measures, Efficiency + PV + Battery Package ........................................................................... 75 Table 41: Efficiency Measures for All ADU Packages ........................................................................................................................ 75 Table 42 Prescriptive Envelope, PV, and Battery Measures by Climate Zone .................................................................................... 76 Table 43 Prescriptive HVAC Measures by Climate Zone ................................................................................................................... 77 Table 44 Prescriptive Water Heating Measures by Climate Zone ....................................................................................................... 77 LIST OF FIGURES Figure 1: Single family all-electric home compliance impacts. ............................................................................................................ 24 Figure 2: ADU all-electric home compliance impacts. ......................................................................................................................... 25 Figure 3: Single family four gas appliance home compliance impacts. ............................................................................................... 25 Figure 4: Map of California climate zones. .......................................................................................................................................... 48 Cost-Effectiveness Analysis: Single Family New Construction Executive Summary 1 California Energy Codes & Standards | A statewide utility program 2024-04-26 Executive Summary The California Codes and Standards (C&S) Reach Codes program provides technical support to local governments considering adopting a local ordinance (reach code) intended to support meeting local and/or statewide energy efficiency and greenhouse gas (GHG) reduction goals. The program facilitates adoption and implementation of the code when requested by local jurisdictions by providing resources such as cost-effectiveness studies, model language, sample findings, and other supporting documentation. This report documents cost-effectiveness analysis results for traditional new detached single family and detached accessory dwelling unit (ADUs) building types. It evaluates mixed fuel and all-electric package options in all sixteen California climate zones (CZs). Packages include combinations of efficiency measures, on-site renewable energy, and battery energy storage. This analysis used two different metrics to assess the cost-effectiveness of the proposed upgrades. Both methodologies require estimating and quantifying the incremental costs and energy savings associated with each energy efficiency measure over a 30-year analysis period. On-Bill cost-effectiveness is a customer-based lifecycle cost (LCC) approach that values energy based upon estimated site energy usage and customer utility bill savings using today’s electricity and natural gas utility tariffs. Time Dependent Valuation (TDV) is the California Energy Commission’s LCC methodology, which is intended to capture the long-term projected cost of energy, including costs for providing energy during peak periods of demand, carbon emissions, grid transmission and distribution impacts. This is the methodology used by the Energy Commission in evaluating cost-effectiveness for efficiency measures in Title 24, Part 6. The following are key takeaways and recommendations from the analysis. Conclusions and Discussion: • All-electric buildings have lower GHG emissions than mixed fuel buildings, due to the clean power sources currently available from California’s power providers as well as accounting for increased penetration of renewables in the future. Almost all the all-electric packages evaluated resulted in greater GHG emission savings than the mixed fuel packages, with the exception of the mixed fuel package with battery storage in climate zones with low heating loads. • The Reach Codes Team found code-compliant all-electric new construction to be feasible and cost-effective based on TDV for single family homes in all cases except Climate Zone 16. • All-electric single family new construction was On-Bill cost-effective in all cases except Climate Zones 1, 3, 14, and 16. • The all-electric ADU home was cost-effective based on TDV in all cases except in Climate Zones 3, 4, 13, and 14 where the higher cost of installing a ducted heat pump water heater (HPWH) instead of the prescriptively required gas tankless water heater exceed the resulting energy cost savings. In the other climate zones there were first cost savings for installing a heat pump space heater instead of a gas furnace, contributing to an overall TDV cost-effective result. • Few cases were cost-effective On-Bill for the ADU. • All-electric code minimum construction results in an increase in first lifetime costs relative to a mixed fuel home, except for CPAU and SMUD where electricity rates are much lower than for the investor-owned utilities (IOUs). The addition of efficiency measures, market dominant HPWHs that meet the Northwest Energy Efficiency Alliance’s (NEEA’s) Advanced Water Heating Specification 1, high efficiency heat pumps, increased solar photovoltaics (PV), and batteries all reduce utility costs, and the combination of these options was found to reduce annual utility costs relative to a mixed fuel home in all cases. 1 Refer to Section 0 for an explanation of HPWHs certified through NEEA’s Advanced Water Heating Specification, their market status, and how they compare to federal minimum efficiency standards. Cost-Effectiveness Analysis: Single Family New Construction Executive Summary 2 California Energy Codes & Standards | A statewide utility program 2024-04-26 • Under the Net Biling Tariff (NBT)2, utility cost savings for increasing PV system size beyond code minimum are substantially less than what they were under prior net energy metering rules (NEM 2.0); however, savings are sufficient to be On-Bill cost-effective in all climate zones for the all-electric single family home except climate zones 1, 3, and 16. Coupling PV with battery systems increases utility cost savings as a result of improved on- site utilization of PV generation and fewer exports to the grid. • Applying California Alternate Rates for Energy (CARE) rates in the IOU territories improves On-Bill cost- effectiveness for all-electric buildings, as compared to the same case under standard rates, due to higher utility cost savings compared to a code compliant mixed fuel building also on a CARE rate. This is due to the CARE discount on electricity being higher than that on gas. • If gas tariffs are assumed to increase substantially over time, in line with the escalation assumption from the 2025 LSC development, all-electric new construction was found to be On-Bill cost-effective in almost all single family and most ADU scenarios over the 30-year analysis period. There is much uncertainty surrounding future tariff structures as well as escalation values. While it’s clear that gas rates are anticipated to increase, how much and how quickly is not known. Electricity tariff structures are expected to evolve over time, and the California Public Utilities Commission (CPUC) has an active proceeding to adopt an income-graduated fixed charge that benefits low-income customers and supports electrification measures 3. The CPUC will make a decision in mid-2024 and the new rates are expected to be in place later that year or in 2025. While the anticipated impact of this rate change is lower volumetric electricity rates, the rate design is not finalized. While lower volumetric electricity rates provide many benefits like incentivizing electrification, it also will make building efficiency measures harder to justify as cost-effective due to lower utility bill cost savings. Recommendations: • A reach code with a single performance target based on source energy (EDR1) can be structured to strongly encourage electrification. This approach requires equivalent performance for all buildings and allows mixed fuel buildings which minimizes the risk of violating federal preemption. Below are examples of how a reach code for single family homes could be set up based on the results summarized in Table 27. o A jurisdiction in Climate Zone 12 could set a performance target at an EDR1 margin of 11.5 (the EDR1 margin for the all-electric Code Minimum package). Any all-electric home meeting or exceeding the prescriptive requirements would comply, and a mixed fuel home would likely need to incorporate a combination of efficiency measures and a battery system to comply. o Similarly, a jurisdiction in Climate Zone 7 may consider setting a performance target of 2.8 EDR1 margin (also the EDR1 margin for the all-electric Code Minimum package). Any all-electric home meeting or exceeding the prescriptive requirements would comply, but a mixed fuel home would likely be able to comply with only a suite of above-code efficiency measures (no battery). Alternatively, a higher EDR1 margin target of 5 would incentivize more energy efficiency or additional PV for all- electric construction, and mixed fuel construction would likely need to incorporate a battery system to comply. o A jurisdiction in Climate Zone 16 may want to set a performance target at an EDR1 margin of 20.4 (the EDR1 margin for the mixed fuel efficiency + PV + battery package). This would establish a target that a mixed fuel home could On-Bill cost-effectively meet, likely only after incorporating a combination of efficiency measures and a battery system, and that an all-electric home could easily meet. • The 2022 Title 24 code’s new source energy metric combined with the heat pump baseline encourage all- electric construction, providing an incentive that allows for some amount of prescriptively required building efficiency to be traded off, still meeting minimum code compliance. This compliance benefit for all-electric homes highlights a unique opportunity for jurisdictions to incorporate efficiency into all-electric reach codes. Efficiency and electrification have symbiotic benefits and are both critical for decarbonization of buildings. As demand on the electric grid is increased through electrification, efficiency can reduce the negative impacts of 2 Refer to Section 2.1.3 for discussion on NBT and NEM 3 https://www.cpuc.ca.gov/industries-and-topics/electrical-energy/electric-costs/demand-response-dr/demand-flexibility-rulemaking Cost-Effectiveness Analysis: Single Family New Construction Executive Summary 3 California Energy Codes & Standards | A statewide utility program 2024-04-26 additional electricity demand on the grid, reducing the need for increased generation and storage capacity, as well as the need to upgrade upstream transmission and distribution equipment. The Reach Codes Team recommends that jurisdictions adopting a reach code for single family buildings also include an efficiency requirement with EDR1 margins at minimum consistent with the all-electric code minimum package results in Table 27. • The code compliance margins for the ADU all-electric code minimum package are lower than for the single family prototype; code compliance and cost-effectiveness can be more challenging for smaller dwelling units. As a result, the Reach Codes Team does not recommend EDR1 targets above those reported for the all- electric Code Minimum package in Table 28. This report presents measures or measure packages that local jurisdictions may consider adopting to achieve energy savings and emissions reductions beyond what will be accomplished by enforcing minimum state requirements, the 2022 Building Energy Efficiency Standards (Title 24, Part 6), effective January 1, 2023. Local jurisdictions may also adopt ordinances that amend different Parts of the California Building Standards Code or may elect to amend other state or municipal codes. The decision regarding which code to amend will determine the specific requirements that must be followed for an ordinance to be legally enforceable. For example, jurisdictions may amend Part 11 instead of Part 6 of the CA Building Code requiring review and approval by the Building Standards Commission (BSC) but not the California Energy Commission (Energy Commission). Reach codes that amend Part 6 of the CA Building Code and require energy performance beyond state code minimums must demonstrate the proposed changes are cost-effective and obtain approval from the Energy Commission. Although a cost-effectiveness study is only required to amend Part 6 of the CA Building Code, this study provides valuable context for jurisdictions pursuing other ordinance paths to understand the economic impacts of any policy decision. This study documents the estimated costs, benefits, energy impacts and greenhouse gas emission reductions that may result from implementing an ordinance based on the results to help residents, local leadership, and other stakeholders make informed policy decisions. Model ordinance language and other resources are posted on the C&S Reach Codes Program website at LocalEnergyCodes.com. Local jurisdictions that are considering adopting an ordinance may contact the program for further technical support at info@localenergycodes.com. In addition, jurisdictions in a CCA territory with rates or rate structures that are significantly different than IOU rates may email the program at info@localenergycodes.com to request a custom analysis. Cost-Effectiveness Analysis: Single Family New Construction Introduction 4 California Energy Codes & Standards | A statewide utility program 2024-04-26 1 Introduction This report documents cost-effective combinations of measures that exceed the minimum state requirements, the 2022 Building Energy Efficiency Standards, effective January 1, 2023, for newly constructed single family buildings. This report was developed in coordination with the California Statewide Investor-Owned Utilities (CA IOUs) Codes and Standards Program, key consultants, and engaged cities—collectively known as the Reach Codes Team. The analysis considers traditional detached single family and detached accessory dwelling unit (ADUs) building types and evaluates mixed fuel and all-electric package options in all sixteen California climate zones (CZs).4 Packages include combinations of efficiency measures, on-site renewable energy, and battery energy storage. This report documents the key results and conclusions from the Reach Codes Team analysis. A full dataset of all results can be downloaded from the Local Energy Codes Resources 5 webpage. Results alongside policy options and the potential citywide impacts for specific jurisdictions can also be explored using the Cost-effectiveness Explorer at https://explorer.localenergycodes.com/. The California Building Energy Efficiency Standards Title 24, Part 6 (Title 24) (California Energy Commission, 2021a) is maintained and updated every three years by two state agencies: the California Energy Commission (Energy Commission) and the Building Standards Commission (BSC). In addition to enforcing the code, local jurisdictions have the authority to adopt local energy efficiency ordinances—or reach codes—that exceed the minimum standards defined by Title 24 (as established by Public Resources Code Section 25402.1(h)2 and Section 10-106 of the Building Energy Efficiency Standards). Local jurisdictions must demonstrate that the requirements of the proposed ordinance are cost- effective and do not result in buildings consuming more energy than is permitted by Title 24. In addition, the jurisdiction must obtain approval from the Energy Commission and file the ordinance with the BSC for the ordinance to be legally enforceable. The Department of Energy (DOE) sets minimum efficiency standards for equipment and appliances that are federally regulated under the National Appliance Energy Conservation Act, including heating, cooling, and water heating equipment (E-CFR, 2020). Since state and local governments are prohibited from adopting higher minimum efficiencies than the federal standards require — herein referred to as federal preemption — the focus of this study is to identify and evaluate cost-effective packages that do not include high efficiency heating, cooling, and water heating equipment. High efficiency appliances are often the easiest and most affordable measures to increase energy performance. While federal preemption limits reach code mandatory requirements for covered appliances, in practice, builders may install any package of compliant measures to achieve the performance requirements. 4 See Appendix 7.1 Map of California Climate Zones for a graphical depiction of climate zone locations. 5 https://localenergycodes.com/content/resources/?q=newly%20constructed%20buildings:%20efficiency%20and%20electrification Cost-Effectiveness Analysis: Single Family New Construction Methodology and Assumptions 5 California Energy Codes & Standards | A statewide utility program 2024-04-26 2 Methodology and Assumptions 2.1 Analysis for Reach Codes This section describes the approach to calculating cost-effectiveness including benefits, costs, metrics, and utility rate selection. 2.1.1 Modeling The Reach Codes Team performed energy simulations using software approved for 2022 Title 24 Code compliance analysis, CBECC-Res 2022.3.0. The general approach applied in this analysis is to evaluate performance and determine cost-effectiveness of various energy efficiency upgrade measures, individually and as packages, in single family buildings. Using the 2022 baseline as the starting point, prospective measures and packages were identified and modeled in each of the prototypes to determine the projected energy use (therm and kWh) and compliance impacts. A large set of parametric runs were conducted to evaluate various options and develop packages of measures that met or exceeded minimum code performance. The analysis utilized a Python based parametric tool to automate and manage the generation of CBECC- Res input files. This allowed for quick evaluation of various efficiency measures across multiple climate zones and prototypes and improved quality control. The batch process functionality of CBECC-Res was utilized to simulate large groups of input files at once. 2.1.2 Cost-effectiveness 2.1.2.1 Benefits This analysis used two different metrics to assess cost-effectiveness of the proposed upgrades. Both methodologies require estimating and quantifying the incremental costs and energy savings associated with each energy efficiency measure. The main difference between the methodologies is the manner in which they value energy and thus the cost savings of reduced or avoided energy use: Utility Bill Impacts (On-Bill): Customer-based lifecycle cost (LCC) approach that values energy based upon estimated site energy usage and customer utility bill savings using today’s electricity and natural gas utility tariffs. Total savings are estimated over a 30-year duration and include discounting of future costs and energy cost inflation. Time Dependent Valuation (TDV): Energy Commission LCC methodology, which is intended to capture the total value or cost of energy use over 30 years. This method accounts for long-term projected costs, such as the cost of providing energy during peak periods of demand, and other societal costs, such as projected costs for carbon emissions as well as grid transmission and distribution impacts. This metric values energy use differently depending on the fuel source (natural gas, electricity, and propane), time of day, and season. For example, electricity used (or saved) during peak periods has a much higher value than electricity used (or saved) during off-peak periods due to the less inefficient energy generation sources providing peak electricity (Horii, Cutter, Kapur, Arent, & Conotyannis, 2014). This is the methodology used by the Energy Commission in evaluating cost-effectiveness for efficiency measures in Title 24, Part 6. 2.1.2.2 Costs The Reach Codes Team assessed the incremental costs of the measures and packages over a 30-year lifecycle. Incremental costs represent the equipment, installation, replacement, and maintenance costs of the proposed measure relative to the 2022 Title 24 Standards minimum requirements or standard industry practices. Present value of replacement cost is included only for measures with lifetimes less than the 30-year evaluation period. In calculating On-Bill cost-effectiveness, incremental first costs were assumed to be financed into a mortgage or loan with a 30-year loan term and four percent interest rate. Financing was not applied to future replacement or maintenance costs. In calculating TDV cost-effectiveness, incremental first costs were not assumed to be financed into a mortgage or loan. Cost-Effectiveness Analysis: Single Family New Construction Methodology and Assumptions 6 California Energy Codes & Standards | A statewide utility program 2024-04-26 2.1.2.3 Metrics Cost-effectiveness is presented using net present value (NPV) and benefit-to-cost (B/C) ratio metrics. NPV Savings: The lifetime NPV savings is reported as a cost-effectiveness metric; Equation 1 demonstrates how this is calculated. If the net savings of a measure or package is positive, it is considered cost-effective. Negative savings represent net costs. B/C Ratio: Ratio of the present value of all benefits to the present value of all costs over 30 years (present value of benefits divided by present value of costs). The criteria benchmark for cost-effectiveness is a B/C ratio greater than one. A value of one indicates the present value of the savings over the analysis period is equivalent to the present value of the lifetime incremental cost of that measure. A value greater than one represents a positive return on investment. The B/C ratio is calculated according to Equation 2. Equation 1 𝑁𝑁𝑁𝑁𝑁𝑁 𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆=𝑁𝑁𝑃𝑃𝑃𝑃𝑆𝑆𝑃𝑃𝑆𝑆𝑃𝑃 𝑆𝑆𝑆𝑆𝑣𝑣𝑣𝑣𝑃𝑃 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃−𝑁𝑁𝑃𝑃𝑃𝑃𝑆𝑆𝑃𝑃𝑆𝑆𝑃𝑃 𝑆𝑆𝑆𝑆𝑣𝑣𝑣𝑣𝑃𝑃 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑐𝑐𝑜𝑜𝑆𝑆𝑃𝑃 Equation 2 𝐵𝐵𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃−𝑃𝑃𝑜𝑜−𝐶𝐶𝑜𝑜𝑆𝑆𝑃𝑃 𝑅𝑅𝑆𝑆𝑃𝑃𝑆𝑆𝑜𝑜=𝑁𝑁𝑃𝑃𝑃𝑃𝑆𝑆𝑃𝑃𝑆𝑆𝑃𝑃 𝑆𝑆𝑆𝑆𝑣𝑣𝑣𝑣𝑃𝑃 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃𝑁𝑁𝑃𝑃𝑃𝑃𝑆𝑆𝑃𝑃𝑆𝑆𝑃𝑃 𝑆𝑆𝑆𝑆𝑣𝑣𝑣𝑣𝑃𝑃 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑐𝑐𝑜𝑜𝑆𝑆𝑃𝑃 Improving the efficiency of a project often requires an initial incremental investment. In most cases the benefit is represented by annual On-Bill utility or TDV savings, and the cost is represented by incremental first cost and replacement costs. However, some packages result in initial construction cost savings (negative incremental cost), and either energy cost savings (positive benefits), or increased energy costs (negative benefits). In cases where both construction costs and energy-related savings are negative, the construction cost savings are treated as the ‘benefit’ while the increased energy costs are the ‘cost.’ In cases where a measure or package is cost-effective immediately (i.e., upfront construction cost savings and lifetime energy cost savings), B/C ratio cost-effectiveness is represented by “>1”. The lifetime costs or benefits are calculated according to Equation 3. Equation 3 𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑐𝑐𝑜𝑜𝑆𝑆𝑃𝑃 𝑜𝑜𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃=�(𝐴𝐴𝑆𝑆𝑆𝑆𝑣𝑣𝑆𝑆𝑣𝑣 𝑐𝑐𝑜𝑜𝑆𝑆𝑃𝑃 𝑜𝑜𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃)𝑡𝑡(1 +𝑃𝑃)𝑡𝑡𝑛𝑛 𝑡𝑡=0 Where: n = analysis term in years • r = discount rate The following summarizes the assumptions applied in this analysis to both methodologies. • Analysis term of 30 years • Real discount rate of three percent TDV is a normalized monetary format and there is a unique procedure for calculating the present value benefit of TDV energy savings. The present value of the energy cost savings in dollars is calculated by multiplying the TDV savings (reported by the CBECC-Res simulation software) by a NPV factor developed by the Energy Commission (see (Energy + Environmental Economics, 2020)). The 30-year residential NPV factor is $0.173/kTDV kBtu for the 2022 code cycle. Equation 4 • 𝑇𝑇𝑇𝑇𝑁𝑁 𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑣𝑣𝑆𝑆𝑜𝑜𝑃𝑃𝑃𝑃𝑆𝑆𝑙𝑙𝑃𝑃 𝑏𝑏𝑃𝑃𝑆𝑆𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃= 𝑇𝑇𝑇𝑇𝑁𝑁 𝑃𝑃𝑆𝑆𝑃𝑃𝑃𝑃𝑆𝑆𝑒𝑒 𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆 ∗ 𝑁𝑁𝑁𝑁𝑁𝑁 𝑜𝑜𝑆𝑆𝑐𝑐𝑃𝑃𝑜𝑜𝑃𝑃 Cost-Effectiveness Analysis: Single Family New Construction Methodology and Assumptions 7 California Energy Codes & Standards | A statewide utility program 2024-04-26 2.1.3 Utility Rates In coordination with the CA IOU rate team (comprised of representatives from Pacific Gas and Electric (PG&E), Southern California Edison (SCE) and San Diego Gas and Electric (SDG&E)) and two Publicly-Owned-Utilities (POUs) (Sacramento Municipal Utility District (SMUD) and City of Palo Alto Utilities (CPAU)), the Reach Codes Team determined appropriate utility rates for each climate zone in order to calculate utility costs and determine On-Bill cost- effectiveness for the proposed measures and packages. The utility tariffs, summarized in Table 1, were determined based on the most prevalent active rate in each territory. Utility rates were applied to each climate zone based on the predominant IOU serving the population of each zone, with a few climate zones evaluated multiple times under different utility scenarios. Climate Zones 10 and 14 were evaluated with both SCE/SoCalGas and SDG&E tariffs since each utility has customers within these climate zones. Climate Zone 5 is evaluated under both PG&E and SoCalGas natural gas rates. Two POU or municipal utility rates were also evaluated: SMUD in Climate Zone 12 and CPAU in Climate Zone 4. Some community choice aggregations (CCAs) have utility rates that are very similar to IOU rates, often within $0.02 per kWh. For these CCA customers, total utility costs will be very similar to those calculated in this study and the results from this study will generally apply. The study results cannot be easily applied to CCAs with rates that do not closely track the IOU rates or municipal utilities outside of SMUD and CPAU. First-year utility costs were calculated using hourly electricity and natural gas output from CBECC-Res and applying the utility tariffs summarized in Table 1. Annual costs were also estimated for IOU customers eligible for the CARE tariff discounts on both electricity and natural gas bills. Appendix 7.2 Utility Rate Schedules includes details of each utility tariff. For cases with onsite generation (i.e. solar photovoltaics (PV)), the approved Net Billing Tariff (NBT) was applied along with monthly service fees and hourly export compensation rates for 2024 6. In December 2022, the California Public Utilities Commission (CPUC) issued a decision adopting NBT as a successor to prior net energy metering rules (NEM 2.0) that went into effect April of 2023.7 The ADU was assumed to have separate electric and gas meters from the main house. Table 1: Utility Tariffs Used Based on Climate Zone IOUs Climate Zones Electric / Gas Utility Electricity Tariff Natural Gas Tariff 1-5,11-13,16 PG&E / PG&E E-ELEC G1 5 PG&E / SoCalGas E-ELEC GR 6, 8-10, 14, 15 SCE / SoCalGas TOU-D-PRIME GR 7, 10, 14 SDG&E / SDG&E EV-TOU-5 (TOU-ELEC for ADU cases without PV systems 8) GR POUs Climate Zones Electric / Gas Utility Electricity Tariff Natural Gas Tariff 4 CPAU / CPAU E-1 G1 12 SMUD / PG&E R-TOD G1 Utility rates are assumed to escalate over time according to the CPUC 2021 En Banc hearings on utility costs through 2030 (California Public Utilities Commission, 2021a). Escalation rates through the remainder of the 30-year evaluation period are based on the escalation rate assumptions within the 2022 TDV factors. A second set of escalation rates were also evaluated to demonstrate the impact that utility cost changes over time have on cost-effectiveness. This 6 https://www.cpuc.ca.gov/-/media/cpuc-website/divisions/energy-division/documents/net-energy-metering-nem/nemrevisit/nbt- model--12142022.xlsb 7 https://www.cpuc.ca.gov/nemrevisit 8 See Section 3.2 Prototype Characteristics for a description of ADU cases that don’t require solar PV prescriptively. Cost-Effectiveness Analysis: Single Family New Construction Methodology and Assumptions 8 California Energy Codes & Standards | A statewide utility program 2024-04-26 utility rate escalation sensitivity analysis, presented in Section 4.6.3, was based on those used within the 2025 Long- term System Cost (LSC) factors (LSC replaces TDV in the 2025 code cycle) which assumed steep increases in gas rates in the latter half of the analysis period. See Appendix 7.2.7 Fuel Escalation Assumptions for details. 2.2 Greenhouse Gas Emissions The analysis reports the greenhouse gas (GHG) emission estimates based on assumptions within CBECC-Res. There are 8,760 hourly multipliers accounting for time-dependent energy use and carbon based on source emissions, including renewable portfolio standard projections. There are two strings of multipliers—one for Northern California climate zones, and another for Southern California climate zones.9 GHG emissions are reported as average annual metric tons of CO2 equivalent over the 30-year measure analysis period. 2.3 Energy Design Rating The 2019 Title 24 Code introduced California’s Energy Design Rating (EDR) as the primary metric to demonstrate compliance with the energy code for single family buildings. This EDR was based on the hourly TDV energy use from a building that is compliant with the 2006 International Energy Conservation Code (IECC) as the Reference Building. The Reference Building has an EDR score of 100 while a zero-net energy (ZNE) home has an EDR score of zero. While the Reference Building is used to set the scale for the rating, the Proposed Design is still compared to the Standard Design based on the Title 24 prescriptive baseline assumptions to determine compliance. In the 2022 Title 24 Code a second new EDR metric was introduced based on hourly source energy. The two EDR metrics are described below: • EDR1 is calculated based on source energy. • EDR2 is calculated based on TDV energy. EDR1 has only one component, “Total EDR1” which represents source energy use for the entire building. EDR2 is composed of two components for compliance purposes: the “Efficiency EDR2”, which represents the energy efficiency features of a home, and the PV/Flexibility EDR2, which includes the effects of PV and battery storage systems. “Total EDR2” combines all energy use of the building including both the Efficiency and PV/Flexibility impacts. While the Efficiency EDR2 does not include the full impact of a battery system, it can include a self-utilization credit for batteries if certain conditions are met. For a new, single family building to comply with the 2022 Title 24 Code, three criteria must be met: 1. The Proposed Total EDR1 must be equal to or less than the Total EDR1 of the Standard Design, and 2. The Proposed Efficiency EDR2 must be equal to or less than the Efficiency EDR2 of the Standard Design, and 3. The Proposed Total EDR2 must be equal to or less than the Total EDR2 of the Standard Design. This concept, consistent with California’s “loading order” which prioritizes energy efficiency ahead of renewable generation, requires projects to meet a minimum Efficiency EDR2 before PV is credited but allows for PV to be traded off with additional efficiency when meeting the Total EDR2. A project may improve building efficiency beyond the minimum required and subsequently reduce the PV generation capacity necessary to achieve the required Total EDR2. However, it may not increase the size of the PV system and trade this off with a reduction of efficiency measures. Results from this analysis are presented as EDR Margin, a reduction in the EDR score relative to the Standard Design. EDR Margin is a better metric to use than absolute EDR in the context of a reach code because absolute values vary based on the home design and characteristics such as size and orientation. This approach aligns with how compliance is reported for the 2019 and 2022 Title 24 Code. The EDR Margin is calculated according to Equation 5. Equation 5 𝐸𝐸𝑇𝑇𝑅𝑅 𝑀𝑀𝑆𝑆𝑃𝑃𝑆𝑆𝑆𝑆𝑆𝑆=𝑆𝑆𝑃𝑃𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑃𝑃𝑆𝑆 𝑇𝑇𝑃𝑃𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆 𝐸𝐸𝑇𝑇𝑅𝑅−𝑁𝑁𝑃𝑃𝑜𝑜𝑃𝑃𝑜𝑜𝑆𝑆𝑃𝑃𝑆𝑆 𝑇𝑇𝑃𝑃𝑆𝑆𝑆𝑆𝑆𝑆𝑆𝑆 𝐸𝐸𝑇𝑇𝑅𝑅 9 CBECC-Res multipliers are the same for CZs 1-5 and 11-13 (Northern California), while there is another set of multipliers for CZs 6-10 and 14-16 (Southern California). Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 9 California Energy Codes & Standards | A statewide utility program 2024-04-26 3 Prototypes, Measure Packages, and Costs This section describes the prototypes and the scope of analysis drawing from previous research where necessary, including the 2019 low-rise residential single family reach code study (Statewide Reach Codes Team, 2019). 3.1 Prior Reach Code Research In 2019, the Reach Codes Team analyzed the cost-effectiveness of residential single family new construction projects for mixed fuel and all-electric packages (Statewide Reach Codes Team, 2019). Using this analysis, several cities and counties in California adopted local energy code amendments encouraging or requiring that low-rise residential new construction be all-electric. As there were few changes to the single family requirements, this analysis for the 2022 code cycle leveraged the work completed for the 2019 reports. Initial efficiency packages were based on the final packages from the 2019 research and were revised to reflect measure specifications and costs based on new data. 3.2 Prototype Characteristics The Energy Commission defines building prototypes which it uses to evaluate the cost-effectiveness of proposed changes to Title 24 requirements. For the 2022 code cycle the Energy Commission used two single family prototypes, both of which were used in this analysis. Additional details on the prototypes can be found in the Alternative Calculation Method (ACM) Approval Manual (California Energy Commission, 2018). Additionally, a detached new construction ADU prototype was developed to reflect recent trends in California construction related to the high cost of housing (TRC, 2021). ADUs are additional dwelling units typically built on the property of an existing single-family parcel. ADUs are defined as new construction in the energy code when they are ground-up developments, do not convert an existing space to livable space, and are not attached to the primary dwelling. The evaluated prototype is not representative of an attached ADU constructed as an addition to an existing home. The Reach Codes Team leveraged prior research to define the detached ADU baseline and measure packages. The house size and number of bedrooms were based on data from a survey conducted by UC Berkeley’s Center for Community Innovation (UC Berkeley Center for Community Innovation, 2021). The survey found that the average square footage for new ADUs statewide is 615 square feet and that the majority (61 percent) of new ADUs have one bedroom. Table 2 describes the basic characteristics of each prototype. The prototypes have equal geometry on all walls, windows and roof to be orientation neutral. Table 2: Prototype Characteristics Characteristic Single Family One-Story Single Family Two-Story ADU Conditioned Floor Area 2,100 ft2 2,700 ft2 625 ft2 Num. of Stories 1 2 1 Num. of Bedrooms 3 4 1 Window-to-Floor Area Ratio 20% 20% 19.2% The Energy Commission’s protocol for the two single family prototypes is to weigh the simulated energy impacts by a factor that represents the distribution of single-story and two-story homes being built statewide. Consistent with this protocol, this study assumed 50 percent single-story and 50 percent two-story. Simulation results in this study are Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 10 California Energy Codes & Standards | A statewide utility program 2024-04-26 characterized and presented according to this ratio, which is approximately equivalent to a 2,400-square foot (ft2) house.10 ADU results are presented separately. The methodology used in the analyses for each of the prototypical building types begins with a design that precisely meets the minimum 2022 prescriptive requirements (zero compliance margin). Table 150.1-A in the 2022 Standards (California Energy Commission, 2021a) lists the prescriptive measures that determine the baseline design in each climate zone. Other features are consistent with the Standard Design in the ACM Reference Manual (California Energy Commission, 2022), and are designed to meet, but not exceed, the minimum requirements. See Appendix 7.4 for a list of prescriptive values relevant to the measures explored in this analysis. Table 3 describes additional characteristics as they were applied to the base case, or baseline, energy model in this analysis. In a shift from the 2019 Standards, the 2022 Standards apply a prescriptive fuel source for space heating and water, where one is gas-fueled and one is a heat pump depending on climate zone. This establishes a prescriptive heat pump baseline. In most climate zones the prescriptive base case includes a heat pump water heater and a natural gas furnace for space heating. In Climate Zones 3, 4, 13, and 14 this is reversed, where the base case has a heat pump space heater and natural gas tankless water heater. Table 4 summarizes the PV capacities for the base case packages. 10 2,400 ft2 = (50% x 2,100 ft2) + (50% x 2,700 ft2) Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 11 California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 3: Base case Characteristics of the Prototypes Characteristic Single Family ADU Space Heating/Cooling1,2 CZs 1-2,5-12,15-16: Natural gas furnace, split AC 80 AFUE, 14.3 SEER2, 11.7 EER2 CZs 3-4,13-14: Split heat pump – 7.5 HSPF2, 14.3 SEER2, 11.7 EER2 Same as single family Air Distribution Ductwork located in vented attic Same as single family Water Heater1,2 CZs 1-2,5-12,15-16: Heat pump water heater (HPWH) UEF = 2.0 located in the garage CZs 3-4,13-14: Natural gas tankless – UEF = 0.81 Same equipment type as SF except HPWH is located inside the conditioned space with the supply air ducted from outside and exhaust air ducted to outside.3 Hot Water Distribution Code minimum CZs 1,16: Basic compact distribution credit Same as single family Cooking Natural Gas Same as single family Clothes Drying Natural Gas Same as single family PV System Sized to offset 100% of electricity use for space cooling, ventilation, lighting, appliance, & other miscellaneous electric loads. Size differs by climate zone ranging from 2.64 kW to 5.21 kW, see Table 4. PV is not required when the PV system size required based on the prescriptive calculations is less than 1.8 kW, as is the case in Climate Zones 1-9, 12, 14, and 16. In the other climate zones the PV size ranges from 1.73 kW to 2.51 kW, see Table 4.4 Foundation Slab-on-grade Same as single family 1 Equipment efficiencies are equal to minimum federal appliance efficiency standards. 2 AFUE = annual fuel utilization efficiency. SEER = seasonal energy efficiency ratio. EER = energy efficiency ratio. HSPF = heating seasonal performance factor. UEF = uniform energy factor. 3 This version of CBECC-Res used in this analysis did not have the capability to directly model ducted HPWHs even though this configuration is called out as the Standard Design in the 2022 ACM (California Energy Commission, 2022). This was modeled by indicating that the tank is located within the conditioned space with the compressor unit located outside. 4 Exception 2 to Section 150.1(I)14 states that “no PV system is required when the minimum PV system size specified by section 150.1(c)14 is less than 1.8 kWdc.” In this analysis this exception is applied based on the sizes calculated per Equation150.1-C of Section 150.1(c)14. The performance software sizes the PV system based on the estimated energy use, which differs slightly from the prescriptive sizing. As a result, the baseline PV capacity from the performance software for Climate Zone 10 is less than 1.8 kWdc. Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 12 California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 4: Base Package PV Capacities (kW-DC) Climate Zone Base Package Single Family ADU CZ01 3.57 0 CZ02 3.03 0 CZ03 2.83 0 CZ04 2.91 0 CZ05 2.64 0 CZ06 2.65 0 CZ07 2.83 0 CZ08 3.11 0 CZ09 2.96 0 CZ10 3.17 1.73 CZ11 3.90 2.06 CZ12 3.14 0 CZ13 4.05 2.09 CZ14 3.15 0 CZ15 5.21 2.51 CZ16 2.93 0 3.3 Measure Definitions and Costs Measures evaluated in this study fall into two categories: those associated with general efficiency — onsite generation (solar PV), and demand flexibility (batteries) — and those associated with building electrification. Furthermore, general efficiency measures are broken into those that are federally preempted and those that are not; see Section 1 for background information on preemption and Section 3.4 for details of measure packages evaluated in this study. The Reach Codes Team selected measures based on cost-effectiveness as well as decades of experience with residential architects, builders, and engineers along with general knowledge of the relative consumer acceptance of many measures. The following sections describe the details and incremental cost assumptions for each of the measures. Incremental costs represent the equipment, installation, replacement, and maintenance costs of the proposed measures relative to the base case.11 Replacement costs are applied for roofs, mechanical equipment, PV inverters and battery systems over the 30-year evaluation period. Maintenance costs are estimated for PV systems, but not any other measures. Costs were estimated to reflect costs to the building owner. All costs are provided as present value in 2023 (2023 PV$). The Reach Codes Team obtained measure costs from distributors, contractors, literature review, and online sources such as Home Depot and RS Means. Contractor markups are incorporated. These are the Reach Codes Team’s best estimates of average costs statewide. However, it's recognized that local costs may differ, and that inflation and supply chain issues may also impact costs. 3.3.1 Efficiency, Solar PV, and Batteries The following are descriptions of each of the efficiency, PV, and battery measures evaluated under this analysis and applied in at least one of the packages presented in this report, including how they compare to the current prescriptive requirements. Throughout this report, “Efficiency” measures refer specifically to the following non-preempted 11 All first costs are assumed to be financed in a mortgage and interest costs due to financing are included in the incremental costs. See Section 2.1.2 for details. Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 13 California Energy Codes & Standards | A statewide utility program 2024-04-26 measures. These measures are in addition to or in place of the relevant 2022 base case prototype characteristics outlined in Table 3, and their applicability to measure packages are summarized in Table 39 through Table 41. Table 5 summarizes the incremental cost assumptions for each of these measures. Reduced Infiltration (ACH50): Reduce infiltration in single family homes from the default infiltration assumption of five (5) air changes per hour at 50 Pascals (ACH50)12 by 40 percent to 3 ACH50. HERS rater field verification and diagnostic testing of building air leakage according to the procedures outlined in the 2022 Reference Appendices RA3.8 (California Energy Commission, 2021b). Lower U-Factor Fenestration: Reduce window U-factor to 0.24. The prescriptive U-factor is 0.30 in all climate zones. Higher SHGC Fenestration: Increase solar heat gain coefficient (SHGC) to 0.50 in climate zones where heating loads dominate (1, 3, 5 and 16). The baseline SHGC applied in the Standard Design is 0.35 in these climate zones. Cool Roof: Install a roofing product that’s rated by the Cool Roof Rating Council to have an aged solar reflectance (ASR) equal to or greater than 0.25. Steep-sloped roofs were assumed in all cases. The prescriptive ASR is 0.20 for Climate Zones 10 through 15. Increased Ceiling Insulation: Increase ceiling level insulation in a vented attic to R-38, R-49, or R-60 insulation. Slab Insulation: Install R-10 perimeter slab insulation at a depth of 16-inches. This measure doesn’t apply to Climate Zone 16 where slab insulation is required prescriptively. Low Pressure Drop Ducts: Upgrade the duct distribution system to reduce external static pressure and meet a maximum fan efficacy of 0.35 Watts per cfm (compared to the prescriptively required 0.45 W/cfm). This may involve upsizing ductwork, reducing the total effective length of ducts, and/or selecting low pressure drop components such as filters. Fan watt draw must be verified by a HERS rater according to the procedures outlined in the 2022 Reference Appendices RA3.3 (California Energy Commission, 2021b). This applies to the single family prototype only. Buried Radial Duct Design: Bury all ductwork in ceiling insulation by laying the ducts across the ceiling joists or in- between ceiling joists directly on the ceiling drywall. Duct design is based on a radial design where individual ducts are run to each supply register. This allows for smaller diameter ducts, reducing duct losses and more easily meeting fully or deeply buried conditions.13 Duct burial and duct system design must be verified by a HERS rater according to the procedures outlined in the 2022 Reference Appendices RA3.1.4.1.5 and RA3.1.4.1.6 (California Energy Commission, 2021b). This applies to the single family prototype only. Ductless Mini-Split Heat Pump: In the ADU prototype install a ductless mini-split heat pump with three indoor heads. The system is evaluated as meeting the criteria for the variable capacity heat pump (VCHP) credit, introduced in the 2019 code cycle, which must be verified by a HERS rater according to the procedures outlined in the 2022 Reference Appendices RA3.4.4.3 (California Energy Commission, 2021b). This credit requires verification of refrigerant charge, that all equipment is entirely within conditioned space, that airflow is directly supplied to all habitable space, and that wall mounted thermostats serve any zones greater than 150 square feet. This measure is non-preempted because it does not require the installation of equipment with efficiencies above federal minimum requirements. Compact Hot Water Distribution: Design the hot water distribution system to meet minimum requirements for the basic compact hot water distribution credit according to the procedures outlined in the 2022 Reference Appendices RA4.4.6 (California Energy Commission, 2021b). In many single family homes this may require moving the water heater from an exterior to an interior garage wall. CBECC-Res software assumes a 30% reduction in distribution losses for the basic credit. This is prescriptively required in Climate Zones 1 and 16 only. Solar PV: Installation of on-site PV is required in the 2022 residential code unless an exception is met. The PV sizing methodology in each package was developed to offset annual building electricity use and avoid oversizing. In all cases, 12 Whole house leakage tested at a pressure difference of 50 Pascals between indoors and outdoors. 13 The duct systems in the Central Valley Research Homes Project Final Project Report are illustrative of this approach (Proctor, Wilcox, & Chitwood, 2018). Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 14 California Energy Codes & Standards | A statewide utility program 2024-04-26 PV is evaluated in CBECC-Res according to the California Flexible Installation (CFI) 1 assumptions. To meet CFI eligibility, the requirements of 2022 Reference Appendices JA11.2.2 (California Energy Commission, 2021b) must be met. The Reach Codes Team used two options within the CBECC-Res software for sizing the PV system. The first option, “Standard Design PV”, was applied in the base case simulations and packages where the PV system size was not changed from the minimum system size required 14. For the PV packages, the second option, “Specify PV System Scaling”, was used. In these cases, a scaling of 100 was applied, indicating that the PV system be sized to offset 100% of the estimated electricity use of the Proposed Design case. One exception to the PV requirement is when the minimum PV system size required is less than 1.8 kW. This exception applies to the ADU models in Climate Zones 1-9, 12, 14, and 16. For these cases no PV system is required by code and no PV system was modeled in the base case simulations. Battery Energy Storage: A 10 kWh battery system was evaluated in CBECC-Res with control type set to “Basic” and with default efficiencies of 95% for both charging and discharging. 10kWh battery capacity is representative of systems installed in single family homes based on the Self-Generation Incentive Program (SGIP) participant data. The “Basic” control option charges the battery system anytime PV generation is greater than the house load and discharges the battery whenever the house load exceeds PV generation. The battery does not discharge to the grid, maximizing on- site utilization of the PV system and in turn utility bill benefits under NBT. To qualify for the battery storage compliance credit the battery system must meet the requirements outlined in the 2022 Reference Appendices JA12 (California Energy Commission, 2021b). Batteries are not prescriptively required in any climate zone. Table 5: Incremental Cost Assumptions: Efficiency, PV, and Battery Measures Measure Performance Level Incremental Cost (2023 PV$)1 Source & Notes Single Family ADU Reduced Infiltration 3.0 vs 5.0 ACH50 $591 $362 $0.115/ft2 based on NREL’s BEopt cost database plus $250 HERS rater verification. Window U- factor 0.24 vs 0.30 $2,280 $285 $4.23/ft2 window area based on analysis conducted for the 2019 and 2022 Title 24 cycles (Statewide CASE Team, 2018). Window SHGC 0.50 vs 0.35 $0 $0 Based on feedback from Statewide CASE Team that higher SHGC does not necessarily have any incremental cost (Statewide CASE Team, 2017). Cool Roof 0.25 vs 0.20 aged solar reflectance $219 $53 $0.07per ft2 of roof area first incremental cost for asphalt shingle product based on the 2022 Nonresidential High Performance Envelope CASE Report (Statewide CASE Team, 2020a). Total costs assume present value of replacement at year 20 and residual cost for remaining product life at end of 30-year analysis period. Higher reflectance values for lower cost are achievable for tile roof products Attic Insulation R-49 vs R-30 $872 n/a Based on costs from the 2022 Residential Additions & Alterations CASE Report (Statewide CASE Team, 2020b). R-60 vs R-30 $1,420 n/a R-60 vs R-38 $1,096 n/a Slab Edge Insulation R-10 vs R-0 $651 $449 $4 per linear foot of slab perimeter based on internet research. Assumes 16in depth. 14 The Standard Design PV system is sized to offset the electricity use of the building loads which are typically electric in a mixed fuel home, which includes all loads except space heating, water heating, clothes drying, and cooking. Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 15 California Energy Codes & Standards | A statewide utility program 2024-04-26 Measure Performance Level Incremental Cost (2023 PV$)1 Source & Notes Single Family ADU Low Pressure Drop Ducts 0.35 vs 0.45 W/cfm $99 n/a Costs assume one-hour labor for single family and half-hour for the ADU. Labor rate of $88 per hour is from 2022 RS Means for sheet metal workers and includes a weighted average City Cost Index for labor for California. Buried Ducts Buried, radial design $281 n/a No cost for laying ducts on attic floor versus suspending, in some cases there will be cost savings. Neutral cost for radiant design versus trunk and branch design. A $250 HERS Rater verification fee is included. Duct Insulation R-8 vs R-6 $201 n/a Based on costs from the 2022 Residential Additions & Alterations CASE Report (Statewide CASE Team, 2020b). Ductless Mini-Split Heat Pump Ductless system meeting the VCHP credit vs. ducted split heat pump n/a $1,571 Costs were developed based on data from E3’s 2019 report Residential Building Electrification in California (Energy & Environmental Economics, 2019) and the 2022 All-Electric Multifamily CASE Report (Statewide CASE Team, 2020c). Equipment costs are from the CASE Report for the 10-story multifamily prototype assuming similar sized equipment between the multifamily dwelling unit and the ADU. Thermostat, wiring, electrical, and ducting costs are from the E3 study. A $250 HERS Rater verification fee is also included. Where this measure is applied to the mixed fuel home with a gas furnace, this cost is in addition to the cost difference for a heat pump versus a gas furnace/split AC reported in Section 3.3.2. Compact Hot Water Distribution Basic credit – homes with gas tankless $196 $0 For single family homes with a gas tankless water heater (mixed fuel homes in Climate Zones 3, 4, 13, 14) assumes adding 20-feet venting at $14.69 per linear foot to locate water heater on interior garage wall, less 20-feet savings for PEX and pipe insulation at $5.98 per linear foot. Costs obtained from online retailers. For single family homes with a HPWH there is an incremental cost savings from less pipe being required. For the ADU it is assumed the credit can be met without any changes to design and there is no cost impact. Basic credit – homes with HPWH -$134 $0 PV System First Cost $3.11/ W $3.11/ W First costs are from LBNL’s Tracking the Sun 2022 (Barbose, Galen; Darghouth, Naim; O'Shaughnessy, Eric; Forrester, Sydney, 2022) and represent median costs in California in 2022 of $3.78/WDC for residential systems. The first cost was reduced by the solar energy Investment Tax Credit of 30%.2 Inverter replacement cost of $0.14/WDC present value includes replacements at year 11 at $0.15/WDC (nominal) and at year 21 at $0.12/WDC (nominal) per the 2019 PV CASE Report (California Energy Commission, 2017). System maintenance costs of $0.31/WDC present value assume $0.02/WDC (nominal) annually per the 2019 PV CASE Report (California Energy Commission, 2017). Inverter replacement $0.14/ W $0.14/ W Maintenance $0.31/ W $0.31/ W Replacement cost $648/ kWh $648/ kWh Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 16 California Energy Codes & Standards | A statewide utility program 2024-04-26 Measure Performance Level Incremental Cost (2023 PV$)1 Source & Notes Single Family ADU Battery (10 kWh) First cost $782/ kWh $782/ kWh First costs of $1,101/kWh are from SGIP residential participant cost data for single family projects between 2020 and 2023. The first cost is reduced by 30% due to the Investment Tax Credit2 and also by $0.15/Wh due to the base SGIP incentive3. The SGIP incentive is only accounted for in IOU territories and not for SMUD and CPAU analyses. Replacement cost at years 10 and 20 was calculated based on the first cost reduced by 7% annually over the next 10 years for a future value cost of $533/kWh. The 7% reduction is based on SDG&E’s Behind-the-Meter Battery Market Study (E-Source companies, 2020). For projects constructed in 2024 or 2025, the first replacement at year 10 would occur in 2034 or 2035. This replacement cost includes an average Investment Tax Credit of 22% in 2034 and 0% in 20352. 1All first costs are assumed to be financed in a mortgage and interest costs due to financing are included in the incremental costs. See Section 2.1.2 for details. Interest costs were not included for calculating TDV cost- effectiveness. 2As part of the Inflation Reduction Act in August 2022 the Section 25D Investment Tax Credit was extended and raised to 30% through 2032 with a step-down beginning in 2033. https://www.seia.org/sites/default/files/2022- 08/Inflation%20Reduction%20Act%20Summary%20PDF%20FINAL.pdf 3SGIP incentives vary by ‘steps’ which reflect utility-specific funding across program implementation years. See: https://www.selfgenca.com/home/program_metrics/ Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 17 California Energy Codes & Standards | A statewide utility program 2024-04-26 3.3.2 Electrification This analysis compared a code compliant mixed fuel prototype, which uses natural gas for three appliances (cooking, clothes drying and either space heating or water heating), with a code compliant all-electric prototype. The associated costs included the relative costs between natural gas and electric appliances, differences between in-house electricity and natural gas infrastructure, and the associated infrastructure costs for providing natural gas to the building. To estimate costs the Reach Codes Team leveraged costs from the 2019 reach code cost-effectiveness studies for residential new construction (Statewide Reach Codes Team, 2019) and detached accessory dwelling units (Statewide Reach Codes Team, 2021b), 2022 RS Means, PG&E data, published utility schedules and rules, and online research. 3.3.2.1 Utility Infrastructure This section addresses utility infrastructure costs during construction; appliance-specific infrastructure costs are addressed in Section 0. Table 6 presents total costs for natural gas infrastructure for a single family building within CA gas IOU territory, including distribution and service line extensions, meter installation, and plan review. These costs are applied as cost savings for an all-electric home when compared to a mixed fuel home. This is the component with the highest degree of variability for all-electric homes, as they are project-dependent and may be significantly impacted by such factors as utility territory, site characteristics, distance to the nearest natural gas main and main location, joint trenching, whether work is conducted by the utility or a private contractor, and number of dwelling units per development. All gas utilities participating in this study were solicited for cost information. The CA IOU costs for single family homes presented are based on cost data provided by PG&E. Extension of service lines from a main distribution line to the home were provided separately for a new subdivision in an undeveloped area ($1,300) as well as an infill development ($6,750). The service extension is typically more costly in an infill scenario due to the disruption of existing roads, sidewalks, and other structures. For this analysis an average of the new subdivision and infill development costs was used, representing 80 percent of the new subdivision and 20 percent infill. In the case of distribution line extensions, the estimated cost is for new greenfield development. For the single family analysis, based on the Reach Codes Team's conversations with the industry it is assumed that no upgrades to the electrical panel are required and that a 200 Amp panel is typically installed for both mixed fuel and all- electric homes. Table 6: Single Family IOU Total Natural Gas Infrastructure Costs Item Cost Distribution Line Extension $1,020 Service Line Extension $2,390 Meter $300 Plan Review Costs $850 Total $4,560 CPAU provides gas service to its customers and therefore separate costs were evaluated based on CPAU gas service connection fees.15 Table 7 presents the breakdown of gas infrastructure costs used in this analysis for CPAU. There is no main distribution line component since Palo Alto has little greenfield space remaining and most of the development is infill. 15 CPAU Schedule G-5 effective 09-01-2019: https://www.cityofpaloalto.org/files/assets/public/utilities/utilities-engineering/general- specifications/gas-service-connection-fees.pdf Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 18 California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 7: Single Family CPAU Total Natural Gas Infrastructure Costs Item Cost Service Extension $5,892 Meter $1,012 Plan Review Costs $924 Total $7,828 Electricity infrastructure costs for single family homes were not estimated as part of this work as they are expected to be the same for both all-electric and mixed fuel construction. This will change in July 2024 based on the CPUC’s recent decision to eliminate electric line extension subsidies for new construction projects that use natural gas and/or propane.16 This will increase the utility infrastructure costs for mixed fuel homes, relative to all-electric homes, improving the cost-effectiveness of all-electric construction. The Reach Codes Team intends to quantify this impact in future studies. Table 8 presents utility infrastructure costs for the detached ADU, both mixed fuel and all-electric designs. These costs are directly from the 2019 detached ADU reach code report (Statewide Reach Codes Team, 2021b) and were obtained from stakeholder interviews and RS Means. For the ADU scenario it’s assumed that natural gas infrastructure already exists on the lot and is being extended to the location of the ADU typically at the back of the lot. There are incremental cost savings for an all-electric ADU from not extending the natural gas service; however, there is also a small incremental cost for upgrading the electric service to accommodate the additional electrical load. The Reach Codes Team found that a new detached ADU would require that the building owner upgrade the service connection to the lot in both the mixed fuel ADU design and the all-electric design. The most common size for this upgrade is to upsize the existing panel to 225A, which would not represent an incremental cost from the mixed fuel project to the all-electric project. Feeder wiring to the ADU and the ADU subpanel, on the other hand, will need to be slightly upgraded for the all-electric design. Table 8: ADU Utility Infrastructure Total and Incremental Costs Mixed Fuel Measure Mixed Fuel Total Cost All-Electric Measure All-Electric Total Cost All-Electric Incremental Cost Site natural gas service extension $1,998 No site natural gas service $0 ($1,998) Site electrical service connection upgrade 225A $3,500 Site electrical service connection upgrade 225A $3,500 $0 100A feeder to ADU with breaker $933 125A feeder to ADU with breaker $1,206 $273 100A ADU subpanel $733 125A ADU subpanel $946 $213 Totals $7,164 $5,652 ($1,512) 3.3.2.2 Equipment This section provides descriptions and costs of the equipment applied to electrify mixed fuel homes in the all-electric packages. The equipment meets but does not exceed federal efficiency requirements to avoid federal preemption concerns. 16 https://www.cpuc.ca.gov/news-and-updates/all-news/cpuc-eliminates-last-remaining-utility-subsidies-for-new-construction-of- buildings-using-gas-2023 Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 19 California Energy Codes & Standards | A statewide utility program 2024-04-26 For the water heating and space conditioning equipment analyzed, cost analyses incorporated the equipment’s effective useful lifetime (EUL), which are summarized in Table 9. The EUL for the heat pump, furnace, and air conditioner are based on the Database for Energy Efficient Resources (DEER) (California Public Utilities Commission, 2021b). Water heating equipment lifetimes are based on DOE’s recent water heater rulemaking (Department of Energy, 2022). Replacement costs are applied when equipment reaches its EUL within the 30-year evaluation period, and in such cases are included in the total lifetime costs. Residual value of the gas furnace and gas tankless at the end of the 30-year analysis period was accounted for to represent the remaining life of the equipment. In this analysis, replacement costs assume a like-for-like replacement of equipment type and fuel (as listed in Table 9). However, this may be precluded in the future due to efforts to prohibit the sale of gas equipment currently being considered or undertaken by air districts (ex. BAAQMD, SCAQMD) and the California Air Resources Board (ex. zero NOx appliance rules). Table 9: Effective Useful Lifetime (EUL) of Water Heating & Space Conditioning Equipment Measure EUL (Years) Gas Furnace 20 Air Conditioner 15 Heat Pump 15 Gas Tankless Water Heater 20 Heat Pump Water Heater 15 Space Conditioning: This measure covers replacing a prescriptive air conditioner and gas furnace with a minimum efficiency heat pump in applicable climate zones (1, 2, 5 to 12, 15 and 16; see Table 3). Typical incremental costs for this equipment were based on contractor feedback and price variation by system capacity from the AC Wholesalers website and the RS Means cost database (RSMeans, 2022). Costs were applied based on the system capacity from heating and cooling load calculations in CBECC-Res as presented in Table 10. Air conditioner nominal capacity was calculated as the CBECC-Res cooling load, rounded up to the nearest half ton. Heat pump nominal capacity was calculated as the maximum of either the CBECC-Res heating or cooling load, rounded up to the nearest half ton. In both cases a minimum capacity of 1.5-ton was applied as this represents the typical smallest available split system heat pump equipment. Load calculations demonstrated that Climate Zones 2, 5 to 12, and 15 were cooling-dominated while Climate Zones 1 and 16 were heating-dominated. In the heating dominated climate zones the heat pump for the single family home needs to be upsized relative to an air conditioner that only provides cooling. Replacement costs were estimated based on a contractor survey conducted by the Statewide Reach Codes Team in 2023 (Statewide Reach Codes Team, tbd), less any gas and electric infrastructure costs, and the equipment lifetimes listed in Table 9. Resultant incremental costs are presented in Table 11. This measure, and thus the incremental cost, does not apply to climate zones where heat pump space conditioning is already prescriptively required (Climate Zones 3, 4, 13, and 14). Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 20 California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 10: Space Conditioning System Nominal Capacities Climate Zone Single Family ADU Air Conditioner Capacity (tons) Heat Pump Capacity (tons) Air Conditioner Capacity (tons) Heat Pump Capacity (tons) 1 1.5 2.5 1.5 1.5 2 3 3 1.5 1.5 3 - - - - 4 - - - - 5 3 3 1.5 1.5 6 3 3 1.5 1.5 7 3 3 1.5 1.5 8 2.5 2.5 1.5 1.5 9 2.5 2.5 1.5 1.5 10 2.5 2.5 1.5 1.5 11 3 3 1.5 1.5 12 2.5 2.5 1.5 1.5 13 - - - - 14 - - - - 15 4 4 1.5 1.5 16 2 3.5 1.5 1.5 Table 11: Space Conditioning System Incremental Costs (2023 PV$) Climate Zone Single Family ADU First Cost Total Lifetime Cost (Financed) First Cost Total Lifetime Cost (Financed) 1 $803 $2,705 ($2,120) ($1,717) 2 ($1,044) ($44) ($2,120) ($1,717) 3 - - - - 4 - - - - 5 ($1,044) ($44) ($2,120) ($1,717) 6 ($1,044) ($44) ($2,120) ($1,717) 7 ($1,044) ($44) ($2,120) ($1,717) 8 ($1,445) ($673) ($2,120) ($1,717) 9 ($1,445) ($673) ($2,120) ($1,717) 10 ($1,445) ($673) ($2,120) ($1,717) 11 ($1,044) ($44) ($2,120) ($1,717) 12 ($1,445) ($673) ($2,120) ($1,717) 13 - - - - 14 - - - - 15 ($1,032) $368 ($2,120) ($1,717) 16 $2,331 $5,123 ($2,120) ($1,717) Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 21 California Energy Codes & Standards | A statewide utility program 2024-04-26 Water Heater: This measure covers replacing a prescriptive gas tankless water heater with a minimum efficiency HPWH in applicable climate zones (3, 4, 13, and 14; see Table 3). Typical incremental costs were based on costs from prior reach code work and recent contractor feedback. Incremental first costs assume a 65-gal HPWH and incremental replacement costs account for equipment lifetimes listed in Table 9. Replacement costs assume no change in cost from the first cost estimates before accounting for inflation, less any gas and electric infrastructure costs. For the ADU analysis the water heater is evaluated within the conditioned space with the supply air ducted from the outside and exhaust air ducted to the outside. A mechanical contractor provided a cost estimate of $943 for ducting through the attic in an ADU where the water heater is in an interior room. This cost is included in the equipment and installation total for the ADU. Resultant incremental costs are presented in Table 12. Table 12: Heat Pump Water Heating System Incremental Costs (2023 PV$) Item ADU Single Family First Cost Total Lifetime Cost (Financed) First Cost Total Lifetime Cost (Financed) Equipment & Installation $2,243 $3,930 $1,300 $2,267 Electric Service Upgrade $43 $48 $45 $51 In-House Gas Piping ($580) ($651) ($580) ($651) Total $1,706 $3,327 $765 $1,666 For this electrification analysis, a HPWH that just meets the federal minimum efficiency standards 17 of close to 2.0 Uniform Energy Factor (UEF) was evaluated in order to satisfy preemption requirements. However, the Reach Codes Team is not aware of any 2.0 UEF products that are available on the market. The Northwest Energy Efficiency Alliance (NEEA) established its own rating system for high efficiency HPWHs 18 and maintains a database of qualified products. The lowest UEF currently reported in the database is 2.73. In fact, of the four rating tiers offered by NEEA, those meeting Tier 3 or Tier 4 are the dominant products on the market today. According to NEEA all major HPWH manufacturers are represented in NEEA’s qualified product list 19 and there are fewer than 10 integrated products certified as Tier 1 or Tier 2, all of which have UEFs greater than 3.0.20 NEEA Tier 3 water heaters were included in the high-efficiency measure packages (see Section 3.4). Clothes Dryer and Range: After review of various sources, the Reach Codes Team concluded that the cost difference between gas and electric resistance equipment for clothes dryers and stoves is negligible and that the lifetimes of the two technologies are similar. Resultant incremental costs are presented in Table 13. Note that while induction stoves may be a more likely installation option in many homes, CBECC-Res does not currently differentiate between electric technologies for stoves and therefore they were not considered in this analysis. Relative to electric resistance, induction stoves use less energy and improve performance and user satisfaction, at an additional cost. Electric Service Upgrade (appliance-specific): The 2022 Title 24 Code requires electric readiness for gas appliances; as a result, the incremental costs to provide electrical service for electric appliances are minimal. The incremental costs accounted for in this study — shown in Table 13 — are calculated as the cost to install 220V service for the electric appliances less the cost for the electric ready requirements and for installing 110V service for the 17 The Department of Energy establishes minimum energy conservation standards for consumer products, as directed in the Energy Policy and Conservation Act. See https://www.ecfr.gov/current/title-10/chapter-II/subchapter-D/part-430/subpart-C/section- 430.32. 18 Based on operational challenges experienced in the past, NEEA established rating test criteria to ensure newly installed HPWHs perform adequately, especially in colder climates. The NEEA rating requires products comply with ENERGY STAR and includes requirements regarding noise and prioritizing heat pump use over supplemental electric resistance heating. 19 https://neea.org/success-stories/heat-pump-water-heaters 20 As of 3/8/2024: https://neea.org/img/documents/residential-unitary-HPWH-qualified-products-list.pdf Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 22 California Energy Codes & Standards | A statewide utility program 2024-04-26 comparable gas appliance. Incremental costs are applied for the space conditioner, water heater, and cooking range. Based on builder surveys, it’s assumed that in a typical mixed fuel home both electric and gas service are provided to the dryer location and therefore no incremental costs for the dryer were applied. Costs assume 50A service for the range and 30A service for the space conditioner and water heater. Costs are assumed to be the same for the single family and ADU analyses. In-House Natural Gas Infrastructure (from meter to appliances): Installation cost to run a natural gas line from the meter to the appliance location was estimated at $580 per appliance, as shown in Table 13. These costs were based on material costs from Home Depot and labor costs from 2022 RS Means. The material costs were about 1/3 higher in RS Means than Home Depot, so the Reach Codes Team used the lower costs from Home Depot. The Reach Codes Team conducted a pipe sizing analysis for the two single family and one ADU prototype homes to estimate the length and diameter of gas piping required assuming the home included a gas furnace, gas tankless water heater, gas range, and gas dryer. Total estimated costs were very similar for each of the three prototypes and an average cost per appliance of $580 was determined. Costs are assumed to be the same for the single family and ADU analyses. Table 13: Single Family All-Electric Appliance Incremental Costs Item ADU & Single Family First Cost Total Lifetime Cost (Financed) Electric Resistance vs Gas Cooking Equipment & Installation $0 $0 Electric Service Upgrade $100 $113 In-House Gas Piping ($580) ($651) Total ($480) ($539) Electric Resistance vs Gas Clothes Drying Equipment & Installation $0 $0 Electric Service Upgrade $0 $0 In-House Gas Piping ($580) ($651) Total ($580) ($651) 3.4 Measure Packages The Reach Codes Team evaluated two packages for mixed fuel homes and five packages for all-electric homes for each prototype and climate zone, as described below. 1. All-Electric Code Minimum: This package applied the prescriptive requirements of the 2022 Title 24 Code and replaced gas equipment with minimum efficiency electric equipment. 2. Efficiency Only, all-electric: This package used only efficiency measures that don’t trigger federal preemption issues including envelope, water heating distribution, and duct distribution efficiency measures. For ADUs, this also included ductless variable capacity heat pumps (VCHPs). This package was evaluated for the all-electric homes only. 3. Efficiency + High Efficiency (Preempted) Equipment, all-electric and mixed fuel: This package builds off the Efficiency Only package, adding water heating and space conditioning equipment that is more efficient than federal standards. The Reach Codes Team considers this more reflective of how builders meet above code requirements in practice. This package was evaluated to compare compliance results against the other non- preempted packages (see Table 27 and Table 28), however cost-effectiveness was not evaluated for this package since it cannot serve as the basis for adoption of a local ordinance. Specifically, it applied: a. Water heating, all-electric: Heat pump water heaters with a NEEA Tier 3 rating (3.45 UEF). b. Water heating, mixed fuel: High efficiency (0.95 UEF) gas tankless. Cost-Effectiveness Analysis: Single Family New Construction Prototypes, Measure Packages, and Costs 23 California Energy Codes & Standards | A statewide utility program 2024-04-26 c. Space conditioning, single family: High efficiency (16 SEER2/8 HSPF2) heat pumps. In mixed fuel packages, for climate zones with prescriptive gas heating, high efficiency (16 SEER2/95 AFUE) units were applied. 4. Efficiency + PV, all-electric: This package also builds on the Efficiency Only package, excluding preempted equipment. Instead, PV capacity was added to offset all of the estimated annual electricity use. This package was evaluated for the all-electric homes only. 5. Efficiency + PV + Battery, all-electric and mixed fuel: Using the Efficiency + PV package as a starting point for the all-electric analysis, a battery system was added. For mixed fuel homes the package of efficiency measures differed from the all-electric homes in some climate zones to arrive at a cost-effective solution. To reiterate previous statements, the non-preempted measures used in all of the above packages (except for the All- Electric Code Minimum package) are referred to as “Efficiency measures”. As noted above, these measures may differ by prototype (single family vs. ADU) and by package. See Table 40 and Table 41 for the details of these measures. Cost-Effectiveness Analysis: Single Family New Construction Results 24 California Energy Codes & Standards | A statewide utility program 2024-04-26 4 Results Section 4.1 presents compliance results for all-electric versus mixed fuel code minimum packages to provide a broad overview of how these different approaches impact code compliance. Sections 4.2 to 4.5 present EDR results along with other savings data for packages of particular interest, as well as cost-effectiveness results for all packages. Section 4.5 presents results for sensitivity analyses. All results reflect savings over a 30-year analysis period and are compared against the 2022 prescriptive baseline. 4.1 Compliance Results: All-Electric vs. Mixed Fuel Code Minimum The Reach Codes Team evaluated the compliance impacts of a prescriptive all-electric home as well as a traditional mixed fuel home with four gas appliances (space heating, water heating, cooking, clothes drying). Compliance is relative to the 2022 prescriptive base case home with three gas appliances which, by definition, has a compliance margin of zero in all climate zones. The impacts for the all-electric single family home and the ADU are presented in Figure 1 and Figure 2, respectively. The all-electric single family and ADU home prototypes are code compliant with both EDR1 (source energy) and efficiency EDR2 (TDV energy) in all climate zones, though the compliance margin is highly variable across climate zones. The four gas appliance single family home is presented in Figure 3. This case is not code compliant in any climate zone. Figure 1: Single family all-electric home compliance impacts. 0 5 10 15 20 25 30 CZ01 CZ02 CZ03 CZ04 CZ05 CZ06 CZ07 CZ08 CZ09 CZ10 CZ11 CZ12 CZ13 CZ14 CZ15 CZ16EDR MarginAll -Electric Prescriptive Source (EDR1)TDV (EDR2 Efficiency) Cost-Effectiveness Analysis: Single Family New Construction Results 25 California Energy Codes & Standards | A statewide utility program 2024-04-26 Figure 2: ADU all-electric home compliance impacts. Figure 3: Single family four gas appliance home compliance impacts. This analysis illustrates a couple of interesting points: 1. The 2022 compliance metrics are important drivers encouraging electrification. The compliance penalties associated with the four gas appliance home scenarios are significant and will require deep efficiency measures to overcome. 2. The 2022 Title 24 Code’s new source energy metric combined with the heat pump baseline encourage all- electric construction, providing a compliance benefit that allows for some amount of prescriptively required building efficiency to be traded off and still comply when using the performance method. 0 2 4 6 8 10 12 14 CZ01 CZ02 CZ03 CZ04 CZ05 CZ06 CZ07 CZ08 CZ09 CZ10 CZ11 CZ12 CZ13 CZ14 CZ15 CZ16EDR MarginAll -Electric Prescriptive Source (EDR1)TDV (EDR2 Efficiency) -18 -16 -14 -12 -10 -8 -6 -4 -2 0 2 CZ01 CZ02 CZ03 CZ04 CZ05 CZ06 CZ07 CZ08 CZ09 CZ10 CZ11 CZ12 CZ13 CZ14 CZ15 CZ16 EDR MarginMixed Fuel Prescriptive, 4 Gas Appliances Source (EDR1)TDV (EDR2 Efficiency) Cost-Effectiveness Analysis: Single Family New Construction 26 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 4.2 All-Electric Code Minimum Results Table 14 shows results for the single family all-electric Code Minimum measure package. Utility cost savings are negative, indicating an increase in utility costs for the all-electric building, everywhere except in CPAU and SMUD territories. In all cases the incremental cost is negative, which reflects cost savings for the all-electric building due to elimination of gas infrastructure costs. The package is cost-effective based on TDV in all cases but one (Climate Zone 16); it’s not cost-effective On-Bill in Climate Zones 1, 3, 14, and 16. Table 15 shows the all-electric Code Minimum package results for the ADU. Utility savings and incremental costs reflect the same general trend as single family homes; CPAU territory is the only case where utility costs decrease. Cost-effectiveness is less favorable than the single family application, with TDV cost-effectiveness not met in Climate Zones 3, 4, 13, and 14, and On-Bill cost-effectiveness met only in Climate Zones 4 in CPAU territory, 10 in SCE/SCG territory, 12 in SMUD/PG&E territory, 11 and 15. Cost-effectiveness in Climate Zones 3, 4, 13, and 14 is worse than in the other climate zones due to the higher cost of converting from a gas tankless to a ducted HPWH (see Table 3) which isn’t offset enough by the energy savings. Cost savings due to elimination of gas infrastructure costs are also lower for the ADU relative to the single family home. Cost-Effectiveness Analysis: Single Family New Construction 27 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 14: Single Family Cost-Effectiveness: All-Electric Code Minimum 1 Though uncommon, incremental costs can be negative, reflecting initial construction cost savings. When paired with increased energy costs (negative benefits), the construction cost savings are treated as the ‘benefit’ while the increased energy costs are the ‘cost,’ which may yield positive cost effectiveness. See Section 2.1.2.3 for more information. Climate Zone Electric /Gas Utility Total EDR1 Margin Efficiency EDR2 Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost1 On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 25.8 12.4 (4,308) 398 ($431) ($3,873) ($4,816) ($3,605) 0.9 ($268) >1 $5,702 CZ02 PGE 14.0 8.3 (2,888) 246 ($327) ($4,000) ($6,664) ($6,355) 1.6 $2,355 >1 $7,711 CZ03 PGE 9.1 7.7 (2,433) 171 ($303) ($4,734) ($4,854) ($4,644) 0.98 ($90) 25.3 $3,887 CZ04 PGE 8.8 5.0 (2,232) 163 ($251) ($3,665) ($4,854) ($4,644) 1.3 $979 >1 $4,494 CZ04 CPAU 8.8 5.0 (2,232) 163 ($36) $2,123 ($8,122) ($8,314) >1 $10,437 >1 $7,762 CZ05 PGE 6.5 4.0 (1,960) 133 ($292) ($4,981) ($6,664) ($6,355) 1.3 $1,373 6.1 $4,633 CZ05 PGE/SCG 6.5 4.0 (1,960) 133 ($277) ($4,532) ($6,664) ($6,355) 1.4 $1,823 6.1 $4,633 CZ06 SCE/SCG 4.2 3.5 (1,432) 84 ($231) ($4,015) ($6,664) ($6,355) 1.6 $2,339 4.7 $4,353 CZ07 SDGE 2.8 3.2 (1,293) 69 ($266) ($5,731) ($6,664) ($6,355) 1.1 $624 4.2 $4,211 CZ08 SCE/SCG 2.1 1.1 (1,293) 67 ($228) ($4,192) ($7,065) ($6,983) 1.7 $2,792 4.2 $4,674 CZ09 SCE 3.6 1.9 (1,453) 84 ($237) ($4,153) ($7,065) ($6,983) 1.7 $2,831 5.5 $5,013 CZ10 SCE/SCG 4.8 2.3 (1,683) 107 ($258) ($4,342) ($7,065) ($6,983) 1.6 $2,642 7.4 $5,287 CZ10 SDGE 4.8 2.3 (1,683) 107 ($265) ($5,158) ($7,065) ($6,983) 1.4 $1,825 7.4 $5,287 CZ11 PGE 11.4 4.9 (2,712) 226 ($306) ($3,803) ($6,664) ($6,355) 1.7 $2,552 >1 $7,153 CZ12 PGE 11.5 5.6 (2,554) 212 ($294) ($3,773) ($7,065) ($6,983) 1.9 $3,210 >1 $7,504 CZ12 SMUD/PGE 11.5 5.6 (2,554) 212 $79 $4,731 ($7,065) ($6,983) >1 $11,714 >1 $7,504 CZ13 PGE 8.3 3.2 (2,095) 154 ($224) ($3,164) ($4,854) ($4,644) 1.5 $1,480 >1 $4,490 CZ14 SCE/SCG 8.8 3.3 (2,291) 159 ($322) ($5,166) ($4,854) ($4,644) 0.9 ($522) >1 $4,105 CZ14 SDGE 8.8 3.3 (2,291) 159 ($344) ($6,361) ($4,854) ($4,644) 0.7 ($1,717) >1 $4,105 CZ15 SCE/SCG 0.9 1.0 (1,167) 53 ($217) ($4,152) ($6,652) ($5,942) 1.4 $1,791 3.0 $3,439 CZ16 PG&E 21.3 0.7 (4,729) 403 ($548) ($6,581) ($3,289) ($1,187) 0.2 ($5,394) 0.4 ($1,339) Cost-Effectiveness Analysis: Single Family New Construction 28 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 15: ADU Cost-Effectiveness: All-Electric Code Minimum 1 Though uncommon, incremental costs can be negative, reflecting initial construction cost savings. When paired with increased energy costs (negative benefits), the construction cost savings are treated as the ‘benefit’ while the increased energy costs are the ‘cost,’ which may yield positive cost effectiveness. See Section 2.1.2.3 for more information. Climate Zone Electric /Gas Utility Total EDR1 Margin Efficiency EDR2 Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost1 On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 11.9 6.1 (1,641) 114 ($353) ($6,682) ($4,692) ($4,605) 0.7 ($2,077) 3.9 $2,986 CZ02 PGE 5.7 3.4 (1,245) 75 ($312) ($6,347) ($4,692) ($4,605) 0.7 ($1,742) 2.7 $2,515 CZ03 PGE 2.9 2.3 (1,672) 123 ($377) ($7,138) ($863) $442 0.0 ($7,581) 0.0 ($1,489) CZ04 PGE 2.4 1.4 (1,612) 118 ($366) ($6,964) ($863) $442 0.0 ($7,406) 0.0 ($801) CZ04 CPAU 2.4 1.4 (1,612) 118 $25 $3,035 ($863) $442 6.9 $2,592 0.0 ($801) CZ05 PGE 1.8 0.8 (1,026) 49 ($302) ($6,517) ($4,692) ($4,605) 0.7 ($1,912) 2.0 $2,021 CZ05 PGE/SCG 1.8 0.8 (1,026) 49 ($257) ($5,178) ($4,692) ($4,605) 0.9 ($574) 2.0 $2,021 CZ06 SCE/SCG 0.5 0.2 (904) 38 ($243) ($4,923) ($4,692) ($4,605) 0.9 ($318) 2.1 $2,135 CZ07 SDGE 0.1 0.1 (884) 37 ($337) ($7,903) ($4,692) ($4,605) 0.6 ($3,298) 2.2 $2,205 CZ08 SCE/SCG 0.1 0.1 (878) 36 ($241) ($4,894) ($4,692) ($4,605) 0.9 ($289) 2.3 $2,274 CZ09 SCE 0.4 0.1 (903) 38 ($243) ($4,914) ($4,692) ($4,605) 0.9 ($310) 2.4 $2,321 CZ10 SCE/SCG 1.0 0.4 (952) 43 ($189) ($3,629) ($4,692) ($4,605) 1.3 $976 2.8 $2,577 CZ10 SDGE 1.0 0.4 (952) 43 ($249) ($5,689) ($4,692) ($4,605) 0.8 ($1,084) 2.8 $2,577 CZ11 PGE 4.6 2.1 (1,209) 71 ($224) ($4,405) ($4,692) ($4,605) 1.1 $200 3.5 $2,870 CZ12 PGE 4.6 2.3 (1,183) 69 ($306) ($6,315) ($4,692) ($4,605) 0.7 ($1,710) 3.0 $2,684 CZ12 SMUD/PGE 4.6 2.3 (1,183) 69 ($65) ($808) ($4,692) ($4,605) 5.7 $3,797 3.0 $2,684 CZ13 PGE 3.1 1.3 (1,611) 112 ($218) ($3,689) ($863) $442 0.0 ($4,131) 0.0 ($858) CZ14 SCE/SCG 3.5 1.2 (1,714) 115 ($375) ($6,933) ($863) $442 0.0 ($7,375) 0.0 ($1,089) CZ14 SDGE 3.5 1.2 (1,714) 115 ($483) ($10,348) ($863) $442 0.0 ($10,790) 0.0 ($1,089) CZ15 SCE/SCG 0.0 0.0 (864) 36 ($172) ($3,359) ($4,692) ($4,605) 1.4 $1,246 2.6 $2,477 CZ16 PG&E 11.2 0.1 (1,781) 122 ($379) ($7,167) ($4,692) ($4,605) 0.6 ($2,562) 2.1 $2,133 Cost-Effectiveness Analysis: Single Family New Construction 29 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 4.3 All-Electric Efficiency, PV, and Battery Results Table 16 and Table 17 compare cost-effectiveness results for the all-electric packages for the single family and ADU prototypes, respectively, with the exception of the all-electric Efficiency + High Efficiency (Preempted) Equipment package (cost-effectiveness was not evaluated for this package but see Table 27 and Table 28 for a comparison of compliance impacts). In almost all cases the single family packages are cost-effective based on TDV. For ADUs, all climate zones show an increase in TDV-cost effectiveness for the Efficiency + PV case but a decrease when a battery is added. On-Bill cost-effectiveness generally improves with the addition of efficiency measures for single family, but not for ADUs, which generally follows the same trend as TDV cost-effectiveness . A summary of measures included in each package is provided in Appendix 7.3 Summary of Measures by Package. The efficiency measures added to the all-electric package to meet minimum code requirements are described in Table 39 and Table 41. Table 16: Single Family Cost-Effectiveness: Comparison of All-Electric Efficiency Only, PV, and Battery Packages Climate Zone Electric /Gas Utility All-Electric Code Minimum All-Electric Efficiency Only All-Electric-Efficiency + PV All-Electric Efficiency + PV + Battery On-Bill TDV On-Bill TDV On-Bill TDV On-Bill TDV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0.9 ($268) >1 $5,702 >1 $2,945 >1 $8,168 0.9 ($1,313) 1.8 $9,817 1.0 $1,012 1.2 $4,391 CZ02 PGE 1.6 $2,355 >1 $7,711 8.9 $3,870 >1 $9,325 1.5 $2,242 4.2 $12,452 1.3 $4,962 1.5 $8,190 CZ03 PGE 0.98 ($90) 25.3 $3,887 1.1 $168 >1 $3,939 0.8 ($903) 2.8 $6,465 1.1 $2,114 1.1 $1,347 CZ04 PGE 1.3 $979 >1 $4,494 1.7 $1,054 >1 $4,849 1.1 $204 3.5 $7,893 1.2 $3,709 1.3 $4,506 CZ04 CPAU >1 $10,437 >1 $7,762 >1 $10,021 >1 $8,117 >1 $14,776 >1 $11,161 0.9 ($1,076) 1.5 $6,724 CZ05 PGE 1.3 $1,373 6.1 $4,633 1.6 $1,975 >1 $4,985 2.2 $1,457 8.5 $7,927 1.3 $5,551 1.2 $3,296 CZ05 PGE/SCG 1.4 $1,823 6.1 $4,633 1.9 $2,424 >1 $4,985 2.6 $1,907 8.5 $7,927 1.4 $6,001 1.2 $3,296 CZ06 SCE/SCG 1.6 $2,339 4.7 $4,353 1.6 $1,813 >1 $4,119 109.5 $2,638 152.4 $6,727 1.5 $7,153 1.2 $2,276 CZ07 SDGE 1.1 $624 4.2 $4,211 1.2 $839 8.3 $4,070 5.7 $469 >1 $6,079 2.0 $13,798 1.1 $1,186 CZ08 SCE/SCG 1.7 $2,792 4.2 $4,674 1.8 $2,574 17.7 $4,642 >1 $3,329 >1 $7,492 1.7 $8,899 1.2 $2,085 CZ09 SCE 1.7 $2,831 5.5 $5,013 1.9 $2,699 >1 $5,087 >1 $3,634 >1 $8,007 1.7 $9,151 1.3 $3,630 CZ10 SCE/SCG 1.6 $2,642 7.4 $5,287 2.0 $2,668 >1 $5,376 >1 $3,765 >1 $8,347 1.7 $10,088 1.3 $3,901 CZ10 SDGE 1.4 $1,825 7.4 $5,287 1.8 $2,438 >1 $5,376 >1 $2,539 >1 $8,347 2.4 $19,463 1.3 $3,901 CZ11 PGE 1.7 $2,552 >1 $7,153 >1 $4,159 >1 $8,524 1.8 $2,984 4.6 $11,310 1.4 $7,781 1.5 $8,757 CZ12 PGE 1.9 $3,210 >1 $7,504 4.6 $3,742 >1 $8,084 1.9 $2,561 5.5 $11,063 1.3 $6,021 1.5 $8,216 CZ12 SMUD/PGE >1 $11,714 >1 $7,504 >1 $10,665 >1 $8,084 5.8 $13,407 5.5 $11,063 0.9 ($1,237) 1.4 $7,166 CZ13 PGE 1.5 $1,480 >1 $4,490 >1 $2,876 >1 $5,773 1.7 $2,334 3.7 $8,341 1.4 $7,848 1.4 $7,005 CZ14 SCE/SCG 0.9 ($522) >1 $4,105 1.8 $811 >1 $5,461 1.6 $2,558 3.6 $9,965 1.6 $10,569 1.4 $6,204 CZ14 SDGE 0.7 ($1,717) >1 $4,105 1.5 $643 >1 $5,461 1.2 $922 3.6 $9,965 2.1 $20,099 1.4 $6,204 CZ15 SCE/SCG 1.4 $1,791 3.0 $3,439 8.0 $3,267 >1 $4,669 >1 $3,940 >1 $6,120 2.0 $13,576 0.99 ($80) CZ16 PG&E 0.2 ($5,394) 0.4 ($1,339) 0.2 ($1,946) 1.7 $1,894 0.8 ($3,199) 1.6 $6,711 1.0 $206 1.1 $1,690 Cost-Effectiveness Analysis: Single Family New Construction 30 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 17: ADU Cost-Effectiveness: Comparison of All-Electric Efficiency Only, PV, and Battery Packages Climate Zone Electric /Gas Utility All-Electric Code Minimum All-Electric Efficiency Only All-Electric Efficiency + PV All-Electric Efficiency + PV + Battery On-Bill TDV On-Bill TDV On-Bill TDV On-Bill TDV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0.7 ($2,077) 3.9 $2,986 0.6 ($1,727) >1 $2,900 1.2 $2,003 1.5 $5,010 0.997 ($79) 0.9 ($2,884) CZ02 PGE 0.7 ($1,742) 2.7 $2,515 0.5 ($2,541) >1 $1,945 1.4 $3,532 1.8 $6,360 1.1 $1,302 0.98 ($410) CZ03 PGE 0.0 ($7,581) 0.0 ($1,489) 0.0 ($8,981) 0.0 ($2,680) 0.8 ($2,489) 1.1 $1,436 0.8 ($4,949) 0.8 ($5,369) CZ04 PGE 0.0 ($7,406) 0.0 ($801) 0.0 ($8,705) 0.4 ($1,762) 0.9 ($1,480) 1.3 $3,589 0.9 ($3,501) 0.8 ($3,849) CZ04 CPAU 6.9 $2,592 0.0 ($801) 1.3 $944 0.4 ($1,762) 1.7 $8,498 1.3 $3,589 0.7 ($9,161) 0.8 ($4,899) CZ05 PGE 0.7 ($1,912) 2.0 $2,021 0.4 ($3,310) 1.4 $650 1.6 $4,015 1.9 $5,436 1.1 $1,265 0.9 ($1,611) CZ05 PGE/SCG 0.9 ($574) 2.0 $2,021 0.6 ($1,972) 1.4 $650 1.8 $5,353 1.9 $5,436 1.2 $3,836 0.9 ($1,611) CZ06 SCE/SCG 0.9 ($318) 2.1 $2,135 0.6 ($1,579) 2.1 $1,103 2.0 $5,866 2.2 $6,551 1.1 $2,799 0.95 ($852) CZ07 SDGE 0.6 ($3,298) 2.2 $2,205 0.4 ($4,255) 1.8 $941 1.8 $5,667 1.9 $5,493 1.5 $10,358 0.9 ($1,804) CZ08 SCE/SCG 0.9 ($289) 2.3 $2,274 0.6 ($1,432) 2.1 $1,179 2.0 $6,364 2.3 $7,936 1.2 $4,058 0.97 ($609) CZ09 SCE 0.9 ($310) 2.4 $2,321 0.6 ($1,494) 2.3 $1,280 2.0 $6,568 2.4 $7,709 1.2 $4,314 0.99 ($279) CZ10 SCE/SCG 1.3 $976 2.8 $2,577 0.96 ($106) 3.7 $1,593 2.2 $734 6.7 $3,496 0.9 ($860) 0.7 ($3,944) CZ10 SDGE 0.8 ($1,084) 2.8 $2,577 0.6 ($1,787) 3.7 $1,593 0.0 ($1,465) 6.7 $3,496 1.3 $5,079 0.7 ($3,944) CZ11 PGE 1.1 $200 3.5 $2,870 0.96 ($96) >1 $2,531 0.7 ($602) 3.2 $4,037 0.9 ($1,125) 0.9 ($1,893) CZ12 PGE 0.7 ($1,710) 3.0 $2,684 0.5 ($2,538) >1 $1,878 1.6 $4,644 1.9 $6,675 1.1 $2,970 1.0 $178 CZ12 SMUD/PGE 5.7 $3,797 3.0 $2,684 13 $1,980 >1 $1,878 1.7 $5,737 1.9 $6,675 0.6 ($9,432) 0.96 ($872) CZ13 PGE 0.0 ($4,131) 0.0 ($858) 0.0 ($4,502) 0.6 ($1,223) 0.3 ($4,759) 1.1 $305 0.8 ($4,729) 0.7 ($5,491) CZ14 SCE/SCG 0.0 ($7,375) 0.0 ($1,089) 0.0 ($7,929) 0.5 ($1,684) 1.1 $1,555 1.5 $5,935 1.0 $1,222 0.9 ($1,525) CZ14 SDGE 0.0 ($10,790) 0.0 ($1,089) 0.0 ($10,375) 0.5 ($1,684) 1.2 $2,956 1.5 $5,935 1.4 $10,678 0.9 ($1,525) CZ15 SCE/SCG 1.4 $1,246 2.6 $2,477 2.4 $1,243 >1 $2,342 >1 $1,729 52.2 $3,560 1.2 $2,631 0.8 ($2,812) CZ16 PG&E 0.6 ($2,562) 2.1 $2,133 0.5 ($2,378) >1 $2,282 1.6 $5,433 2.0 $7,875 1.2 $3,618 1.0 $611 Cost-Effectiveness Analysis: Single Family New Construction 31 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 4.4 Mixed Fuel Results Table 18 and Table 19 show results for the mixed fuel Efficiency + PV + Battery package for Single Family and ADU prototypes, respectively. On a TDV basis, this package is cost-effective only in Climate Zone 1 for single family and in no cases for ADUs. However, this package is cost-effective On-Bill for the single family home in all climate zones except 4 in CPAU territory and 12 in SMUD/PG&E territory. On-Bill cost-effectiveness for the ADU home, on the other hand, is seen only in Climate Zones 2, 5, 7 through 9, 10 in SDG&E territory, 12 in PG&E territory, 14, and 16. Table 18: Single Family Cost-Effectiveness: Mixed Fuel Efficiency + PV + Battery Climate Zone Electric /Gas Utility Total EDR1 Margin Efficiency EDR2 Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 22.6 18.8 1,571 116 $1,084 $26,667 $11,160 $20,166 1.3 $6,501 1.0 $500 CZ02 PGE 14.1 7.4 1,257 34 $913 $21,353 $10,268 $18,868 1.1 $2,486 0.9 ($1,282) CZ03 PGE 12.8 4.3 858 7 $785 $18,003 $8,708 $16,900 1.1 $1,104 0.7 ($4,777) CZ04 PGE 13.2 4.3 790 6 $803 $18,394 $9,623 $17,938 1.0 $456 0.8 ($3,925) CZ04 CPAU 13.2 4.3 790 6 $123 $2,877 $10,673 $19,172 0.2 ($16,295) 0.7 ($4,975) CZ05 PGE 14.8 4.9 1,178 13 $905 $20,821 $9,441 $17,885 1.2 $2,936 0.8 ($3,468) CZ05 PGE/SCG 14.8 4.9 1,178 13 $900 $20,690 $9,441 $17,885 1.2 $2,805 0.8 ($3,468) CZ06 SCE/SCG 18.3 5.5 888 6 $864 $19,539 $9,266 $17,587 1.1 $1,951 0.8 ($3,941) CZ07 SDGE 18.7 4.8 832 4 $1,134 $27,505 $9,214 $17,537 1.6 $9,867 0.7 ($4,817) CZ08 SCE/SCG 17.1 3.0 777 2 $920 $20,754 $9,134 $17,410 1.2 $3,344 0.7 ($4,341) CZ09 SCE 16.2 3.1 833 3 $922 $20,804 $9,152 $17,435 1.2 $3,369 0.8 ($3,839) CZ10 SCE/SCG 14.4 2.7 846 2 $958 $21,608 $8,489 $16,733 1.3 $4,875 0.7 ($3,859) CZ10 SDGE 14.4 2.7 846 2 $1,288 $31,210 $8,489 $16,733 1.9 $14,477 0.7 ($3,859) CZ11 PGE 12.9 5.1 1,025 26 $1,031 $23,949 $9,828 $18,296 1.3 $5,653 0.9 ($1,066) CZ12 PGE 13.2 4.8 1,098 23 $923 $21,415 $10,065 $18,616 1.2 $2,800 0.9 ($1,194) CZ12 SMUD/PGE 13.2 4.8 1,098 23 $253 $6,133 $11,115 $19,850 0.3 ($13,717) 0.9 ($2,244) CZ13 PGE 12.3 4.2 1,006 5 $1,016 $23,250 $9,831 $18,236 1.3 $5,013 0.9 ($2,354) CZ14 SCE/SCG 13.4 5.4 1,514 6 $1,093 $24,697 $10,741 $19,342 1.3 $5,354 0.9 ($1,910) CZ14 SDGE 13.4 5.4 1,514 6 $1,421 $34,477 $10,741 $19,342 1.8 $15,135 0.9 ($1,910) CZ15 SCE/SCG 13.5 3.8 531 2 $1,140 $25,708 $8,586 $16,630 1.6 $9,078 0.6 ($5,490) CZ16 PG&E 20.4 14.2 1,228 114 $1,070 $26,218 $12,086 $20,964 1.3 $5,254 0.98 ($444) Cost-Effectiveness Analysis: Single Family New Construction 32 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 19: ADU Cost-Effectiveness: Mixed Fuel Efficiency + PV + Battery Climate Zone Electric /Gas Utility Total EDR1 Margin Efficiency EDR2 Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 18.5 7.7 3,666 20 $1,078 $24,880 $15,432 $25,919 0.96 ($1,040) 0.7 ($6,719) CZ02 PGE 16.6 3.5 3,472 11 $1,042 $23,928 $13,846 $23,790 1.0 $138 0.8 ($4,128) CZ03 PGE 11.8 1.2 2,679 0 $781 $17,816 $11,879 $21,215 0.8 ($3,399) 0.6 ($6,826) CZ04 PGE 13.3 1.6 2,799 0 $859 $19,588 $12,213 $21,598 0.9 ($2,011) 0.7 ($5,306) CZ04 CPAU 13.3 1.6 2,799 0 $391 $8,911 $13,263 $22,833 0.4 ($13,922) 0.7 ($6,356) CZ05 PGE 16.9 1.1 3,309 2 $1,031 $23,539 $12,668 $22,274 1.1 $1,265 0.8 ($4,765) CZ05 PGE/SCG 16.9 1.1 3,309 2 $1,031 $23,520 $12,668 $22,274 1.1 $1,246 0.8 ($4,765) CZ06 SCE/SCG 19.8 1.2 3,285 1 $953 $21,468 $12,496 $22,043 0.97 ($575) 0.8 ($3,877) CZ07 SDGE 20.3 1.2 3,278 0 $1,296 $31,370 $12,869 $22,545 1.4 $8,825 0.8 ($4,633) CZ08 SCE/SCG 20.4 0.5 3,505 0 $1,040 $23,434 $12,952 $22,678 1.0 $755 0.8 ($3,522) CZ09 SCE 19.6 0.5 3,497 0 $1,030 $23,213 $12,691 $22,327 1.0 $886 0.8 ($3,318) CZ10 SCE/SCG 19.0 0.6 729 0 $537 $12,107 $8,436 $16,606 0.7 ($4,499) 0.5 ($7,344) CZ10 SDGE 19.0 0.6 729 0 $813 $19,671 $8,436 $16,606 1.2 $3,065 0.5 ($7,344) CZ11 PGE 17.6 3.0 871 10 $663 $15,273 $9,218 $17,568 0.9 ($2,295) 0.7 ($5,528) CZ12 PGE 16.7 2.7 3,594 9 $1,112 $25,496 $13,764 $23,710 1.1 $1,786 0.8 ($3,321) CZ12 SMUD/PGE 16.7 2.7 3,594 9 $537 $12,380 $14,844 $24,944 0.5 ($12,564) 0.8 ($4,371) CZ13 PGE 14.5 2.2 273 0 $551 $12,569 $7,979 $15,904 0.8 ($3,335) 0.5 ($6,903) CZ14 SCE/SCG 14.5 3.2 3,499 0 $1,006 $22,671 $12,815 $22,325 1.0 $346 0.8 ($3,423) CZ14 SDGE 14.5 3.2 3,499 0 $1,351 $32,711 $12,815 $22,325 1.5 $10,386 0.8 ($3,423) CZ15 SCE/SCG 19.2 1.8 551 0 $683 $15,387 $8,478 $16,574 0.9 ($1,187) 0.5 ($7,021) CZ16 PG&E 18.3 6.3 3,680 24 $1,117 $25,838 $13,872 $23,801 1.1 $2,037 0.8 ($3,759) Cost-Effectiveness Analysis: Single Family New Construction 33 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 4.5 Greenhouse Gas Reductions Table 20 and Table 21 present greenhouse gas reductions for the single family and ADU prototypes, respectively. Savings represent average annual savings over the 30-year lifetime of the analysis. Greenhouse gas reductions are greatest for the all-electric Efficiency + PV + Battery package in all cases. For the single family homes, the all-electric Code Minimum case reduces greenhouse gas emissions as much or greater than the mixed fuel Efficiency + PV + Battery package in Climate Zones 1 through 4, 11 through 13, and 16—showcasing the benefit of all-electric construction over even the most ambitious of mixed fuel construction packages evaluated in this study. The trend differs for the ADU where the mixed fuel Efficiency + PV + Battery package results in more greenhouse gas savings than the all-electric Code Minimum in all climate zones except Climate Zones 3, 4, and 13. In most of the climate zones (1, 2, 5 through 12, 15, and 16) the all- electric ADU involves electrification of space heating, cooking, and clothes drying. The space heating loads for the ADU are very low, even in the colder climates, and as a result the greenhouse gas savings from efficiency measures, PV and battery are greater than just code minimum electrification. This is also the case for single family homes in Climate Zones 5 through 10, and 15 where space heating loads are low. Table 20: Single Family Greenhouse Gas Reductions (metric tons) Climate Zone Single Family All-Electric Single Family Mixed Fuel Code Minimum Efficiency Only Efficiency + High Efficiency Equipment Efficiency + PV Efficiency + PV + Battery Efficiency + High Efficiency Equipment Efficiency + PV + Battery CZ01 1.5 1.7 1.8 1.8 2.3 0.8 1.1 CZ02 0.9 1.0 1.1 1.1 1.6 0.5 0.7 CZ03 0.7 0.7 0.8 0.8 1.3 0.2 0.5 CZ04 0.7 0.7 0.8 0.8 1.3 0.2 0.5 CZ05 0.4 0.5 0.6 0.6 1.1 0.2 0.6 CZ06 0.3 0.3 0.3 0.4 0.9 0.1 0.5 CZ07 0.2 0.2 0.3 0.3 0.8 0.1 0.5 CZ08 0.2 0.2 0.3 0.3 0.8 0.1 0.5 CZ09 0.3 0.3 0.3 0.4 0.9 0.1 0.5 CZ10 0.3 0.4 0.4 0.5 1.0 0.1 0.5 CZ11 0.8 0.9 1.0 1.0 1.5 0.4 0.7 CZ12 0.7 0.8 0.9 0.9 1.4 0.4 0.6 CZ13 0.6 0.7 0.8 0.8 1.3 0.2 0.6 CZ14 0.6 0.7 0.8 0.9 1.4 0.2 0.6 CZ15 0.2 0.2 0.3 0.3 0.7 0.1 0.5 CZ16 1.4 1.7 1.7 1.9 2.3 1.0 1.1 Cost-Effectiveness Analysis: Single Family New Construction 34 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 21: ADU Greenhouse Gas Reductions (metric tons) Climate Zone ADU All-Electric ADU Mixed Fuel Code Minimum Efficiency Only Efficiency + High Efficiency Equipment Efficiency + PV Efficiency + PV + Battery Efficiency + High Efficiency Equipment Efficiency + PV + Battery CZ01 0.4 0.5 0.5 0.6 1.0 0.2 0.5 CZ02 0.2 0.3 0.3 0.4 0.8 0.1 0.5 CZ03 0.5 0.5 0.6 0.7 1.0 0.1 0.3 CZ04 0.5 0.5 0.5 0.7 1.0 0.1 0.4 CZ05 0.1 0.2 0.2 0.3 0.7 0.0 0.4 CZ06 0.1 0.1 0.1 0.3 0.6 0.0 0.4 CZ07 0.1 0.1 0.1 0.3 0.6 0.0 0.4 CZ08 0.1 0.1 0.1 0.3 0.6 0.0 0.5 CZ09 0.1 0.1 0.1 0.3 0.7 0.0 0.5 CZ10 0.1 0.1 0.2 0.2 0.6 0.0 0.4 CZ11 0.2 0.3 0.3 0.3 0.7 0.1 0.4 CZ12 0.2 0.3 0.3 0.4 0.7 0.1 0.5 CZ13 0.4 0.5 0.5 0.5 0.9 0.1 0.3 CZ14 0.4 0.5 0.5 0.7 1.1 0.1 0.5 CZ15 0.1 0.1 0.1 0.2 0.6 0.0 0.4 CZ16 0.4 0.5 0.5 0.7 1.0 0.2 0.6 Cost-Effectiveness Analysis: Single Family New Construction 35 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 4.6 Sensitivity Analysis In response to jurisdictional interest, several cases were evaluated under circumstances different than those presented above in order to assess their impact on cost-effectiveness. Altered circumstances include: 1. CARE versus standard tariffs. This comparison is presented for the all-electric Code Minimum and the mixed fuel Efficiency + PV+ Battery packages and shows the impact on On-Bill cost-effectiveness for income qualified utility customers. 2. Infill versus new subdivision single family developments. This comparison applied to the all-electric Code Minimum package demonstrates how cost- effectiveness is impacted due to the magnitude of cost savings for all-electric construction from elimination of the natural gas infrastructure. 3. Utility rate escalation factors. The impact on On-Bill cost-effectiveness is presented for the all-electric Code Minimum package from varying the assumptions for escalation of electricity and natural gas utility rates over the 30-year analysis period. Cost-Effectiveness Analysis: Single Family New Construction 36 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 4.6.1 CARE Rate Comparison Table 22 and Table 23 present a comparison of On-Bill cost-effectiveness results for CARE tariffs relative to standard IOU tariffs for the all-electric Code Minimum package for the single family and ADU prototypes, respectively. Applying the CARE rates lowers both electric and gas utility bills for the consumer. In the case of the all-electric home, the net impact of CARE rates is improved cost-effectiveness relative to the standard tariffs. This is because the discount on electricity is greater than that for natural gas. The opposite trend occurs for the mixed fuel packages, where the lower CARE rates result in lower utility cost savings and subsequently lower benefit-to-cost ratios. Table 22: On-Bill Cost-Effectiveness with CARE Tariffs: All-Electric Code Minimum Climate Zone Electric /Gas Utility Single Family ADU Standard CARE Standard CARE B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0.9 ($268) >1 $3,886 0.7 ($2,077) 1.2 $696 CZ02 PGE 1.6 $2,355 5.1 $5,107 0.7 ($1,742) 1.1 $580 CZ03 PGE 0.98 ($90) 1.7 $1,968 0.0 ($7,581) 0.0 ($4,596) CZ04 PGE 1.3 $979 2.3 $2,619 0.0 ($7,406) 0.0 ($4,526) CZ05 PGE 1.3 $1,373 2.2 $3,467 0.7 ($1,912) 1.1 $237 CZ05 PGE/SCG 1.4 $1,823 2.5 $3,841 0.9 ($574) 1.4 $1,321 CZ06 SCE/SCG 1.6 $2,339 2.3 $3,535 0.9 ($318) 1.4 $1,225 CZ07 SDGE 1.1 $624 2.1 $3,309 0.6 ($3,298) 0.9 ($627) CZ08 SCE/SCG 1.7 $2,792 2.3 $3,945 0.9 ($289) 1.4 $1,231 CZ09 SCE 1.7 $2,831 2.4 $4,074 0.9 ($310) 1.4 $1,230 CZ10 SCE/SCG 1.6 $2,642 2.4 $4,083 1.3 $976 1.7 $1,923 CZ10 SDGE 1.4 $1,825 3.0 $4,642 0.8 ($1,084) 1.3 $1,114 CZ11 PGE 1.7 $2,552 5.0 $5,077 1.1 $200 1.6 $1,634 CZ12 PGE 1.9 $3,210 5.0 $5,587 0.7 ($1,710) 1.1 $545 CZ13 PGE 1.5 $1,480 2.7 $2,924 0.0 ($4,131) 0.0 ($2,754) CZ14 SCE/SCG 0.9 ($522) 1.3 $1,191 0.0 ($7,375) 0.0 ($4,754) CZ14 SDGE 0.7 ($1,717) 2.0 $2,295 0.0 ($10,790) 0.0 ($6,496) CZ15 SCE/SCG 1.4 $1,791 1.9 $2,831 1.4 $1,246 1.8 $2,031 CZ16 PG&E 0.2 ($5,394) 0.8 ($351) 0.6 ($2,562) 1.1 $453 Cost-Effectiveness Analysis: Single Family New Construction 37 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 23: On-Bill Cost-Effectiveness with CARE Tariffs: Mixed Fuel Efficiency + PV+ Battery Package Climate Zone Electric /Gas Utility Single Family ADU Standard CARE Standard CARE B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 1.3 $6,501 0.9 ($2,072) 0.96 ($1,040) 0.7 ($9,009) CZ02 PGE 1.1 $2,486 0.7 ($5,286) 1.0 $138 0.7 ($7,683) CZ03 PGE 1.1 $1,104 0.6 ($5,980) 0.8 ($3,399) 0.6 ($9,288) CZ04 PGE 1.0 $456 0.6 ($6,790) 0.9 ($2,011) 0.6 ($8,586) CZ05 PGE 1.2 $2,936 0.7 ($4,995) 1.1 $1,265 0.7 ($6,642) CZ05 PGE/SCG 1.2 $2,805 0.7 ($5,100) 1.1 $1,246 0.7 ($6,657) CZ06 SCE/SCG 1.1 $1,951 0.7 ($5,232) 0.97 ($575) 0.7 ($5,976) CZ07 SDGE 1.6 $9,867 1.1 $1,601 1.4 $8,825 0.9 ($2,435) CZ08 SCE/SCG 1.2 $3,344 0.7 ($4,574) 1.0 $755 0.8 ($5,331) CZ09 SCE 1.2 $3,369 0.7 ($4,547) 1.0 $886 0.8 ($5,198) CZ10 SCE/SCG 1.3 $4,875 0.8 ($3,354) 0.7 ($4,499) 0.5 ($8,010) CZ10 SDGE 1.9 $14,477 1.3 $4,789 1.2 $3,065 0.8 ($3,001) CZ11 PGE 1.3 $5,653 0.8 ($3,358) 0.9 ($2,295) 0.5 ($8,074) CZ12 PGE 1.2 $2,800 0.7 ($5,212) 1.1 $1,786 0.7 ($6,653) CZ13 PGE 1.3 $5,013 0.8 ($4,024) 0.8 ($3,335) 0.5 ($8,497) CZ14 SCE/SCG 1.3 $5,354 0.8 ($3,665) 1.0 $346 0.7 ($5,727) CZ14 SDGE 1.8 $15,135 1.2 $4,127 1.5 $10,386 0.9 ($1,393) CZ15 SCE/SCG 1.6 $9,078 0.95 ($877) 0.93 ($1,187) 0.6 ($6,708) CZ16 PG&E 1.3 $5,254 0.8 ($3,523) 1.1 $2,037 0.7 ($6,282) Cost-Effectiveness Analysis: Single Family New Construction 38 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 4.6.2 Utility Infrastructure Cost Sensitivity Table 24 compares cost-effectiveness results for the natural gas service line extension cost scenarios that inform the average values presented in Table 8. The average cost scenario reflects the cost-effectiveness results for the single family all-electric Code Minimum package presented in Table 16. Relative to a new subdivision, gas infrastructure cost savings are higher for the infill development case, which translates to higher cost-effectiveness. This is shown by positive cost- effectiveness in all metrics except one – On-Bill for Climate Zone 16 – for infill development. Compared to the average cost scenario, there are two cases – On- Bill for Climate Zone 4 in PG&E territory and Climate Zone 7 – where the all-electric Code Minimum package is no longer cost-effective based on the new subdivision costs. Table 24: Single Family Cost-Effectiveness Comparison with Range of Natural Gas Utility Infrastructure Costs: All-Electric Code Minimum Climate Zone Electric /Gas Utility Average New Subdivision Infill Development On-Bill TDV On-Bill TDV On-Bill TDV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0.9 ($268) >1 $5,702 0.6 ($1,492) >1 $4,612 2.2 $4,628 >1 $10,062 CZ02 PGE 1.6 $2,355 >1 $7,711 1.3 $1,131 >1 $6,621 2.8 $7,250 >1 $12,071 CZ03 PGE 0.98 ($90) 25.3 $3,887 0.7 ($1,314) 18.5 $2,797 2.0 $4,806 52.6 $8,247 CZ04 PGE 1.3 $979 >1 $4,494 0.9 ($245) >1 $3,404 2.6 $5,875 >1 $8,854 CZ04 CPAU >1 $10,437 >1 $7,762 >1 $10,437 >1 $7,762 >1 $10,437 >1 $7,762 CZ05 PGE 1.3 $1,373 6.1 $4,633 1.0 $149 4.9 $3,543 2.3 $6,269 11.0 $8,993 CZ05 PGE/SCG 1.4 $1,823 6.1 $4,633 1.1 $599 4.9 $3,543 2.5 $6,719 11.0 $8,993 CZ06 SCE/SCG 1.6 $2,339 4.7 $4,353 1.3 $1,115 3.8 $3,263 2.8 $7,235 8.4 $8,713 CZ07 SDGE 1.1 $624 4.2 $4,211 0.9 ($600) 3.4 $3,121 2.0 $5,519 7.5 $8,571 CZ08 SCE/SCG 1.7 $2,792 4.2 $4,674 1.4 $1,568 3.5 $3,584 2.8 $7,687 7.3 $9,034 CZ09 SCE 1.7 $2,831 5.5 $5,013 1.4 $1,607 4.6 $3,923 2.9 $7,726 9.5 $9,373 CZ10 SCE/SCG 1.6 $2,642 7.4 $5,287 1.3 $1,418 6.1 $4,197 2.7 $7,537 12.6 $9,647 CZ10 SDGE 1.4 $1,825 7.4 $5,287 1.1 $601 6.1 $4,197 2.3 $6,721 12.6 $9,647 CZ11 PGE 1.7 $2,552 >1 $7,153 1.3 $1,328 >1 $6,063 3.0 $7,448 >1 $11,513 CZ12 PGE 1.9 $3,210 >1 $7,504 1.5 $1,986 >1 $6,414 3.1 $8,106 >1 $11,864 CZ12 SMUD/PGE >1 $11,714 >1 $7,504 >1 $10,490 >1 $6,414 >1 $16,610 >1 $11,864 CZ13 PGE 1.5 $1,480 >1 $4,490 1.1 $256 >1 $3,400 3.0 $6,376 >1 $8,850 CZ14 SCE/SCG 0.9 ($522) >1 $4,105 0.7 ($1,746) >1 $3,015 1.8 $4,374 >1 $8,465 CZ14 SDGE 0.7 ($1,717) >1 $4,105 0.5 ($2,941) >1 $3,015 1.5 $3,179 >1 $8,465 CZ15 SCE/SCG 1.4 $1,791 3.0 $3,439 1.1 $567 2.4 $2,349 2.6 $6,687 5.6 $7,799 CZ16 PG&E 0.2 ($5,394) 0.4 ($1,339) 0.0 ($6,618) 0.0 ($2,429) 0.9 ($498) 2.4 $3,021 Cost-Effectiveness Analysis: Single Family New Construction 39 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 4.6.3 Utility Rate Escalation In this sensitivity analysis, an alternative set of annual utility escalation rates was applied to the gas and electricity savings in select measure packages to show the impact that utility cost changes over time have on cost-effectiveness. This set of rates, detailed in Section 7.2.7, reflects those used by the Energy Commission in their development of the LSC factors for the 2025 code cycle (LSC replaces TDV in the 2025 code cycle). The rates assume steep increases in gas rates starting in 2030. Increased gas rates range from 2% to 6.7% higher than annual rates used in the 2022 code cycle; electricity rates are only marginally (about 0.5%) higher each year. On-Bill cost-effectiveness results are shown for in Table 25 for the all-electric Code Minimum scenario and Table 26 for the mixed fuel Efficiency + PV + Battery measure package. The alternative rates described above (“2025 LSC”) are shown alongside those reported elsewhere in this report (“CPUC / 2022 TDV”, described in Section 2.1.3) for comparison. In all cases, the 2025 LSC escalation rates improve cost-effectiveness. In some cases, this improvement is enough to change the result from not cost-effective to cost-effective, these cases are summarized below: • All-Electric Code Minimum package o Climate Zones 1, 3, 14, and 16 for the single family home o Climate Zones 1, 5 in PG&E/SCG territory, 6, 8, 9, 10 in SDG&E territory, and 16 for the ADU home • Mixed fuel Efficiency + PV + Battery package o Climate Zones 1, 6, and 15 for the ADU home Cost-Effectiveness Analysis: Single Family New Construction 40 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 25: On-Bill Cost-Effectiveness, 2025 LSC Basis: All-Electric Code Minimum Climate Zone Electric /Gas Utility Single Family ADU CPUC / 2022 TDV 2025 LSC CPUC / 2022 TDV 2025 LSC B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0.9 ($268) >1 $13,867 0.7 ($2,077) 1.2 $833 CZ02 PGE 1.6 $2,355 >1 $10,458 0.7 ($1,742) 0.95 ($228) CZ03 PGE 0.98 ($90) >1 $4,883 0.0 ($7,581) 0.0 ($4,465) CZ04 PGE 1.3 $979 >1 $5,728 0.0 ($7,406) 0.0 ($4,466) CZ04 CPAU >1 $10,437 >1 $17,647 6.9 $2,592 20.7 $8,704 CZ05 PGE 1.3 $1,373 5.3 $5,148 0.7 ($1,912) 0.8 ($1,386) CZ05 PGE/SCG 1.4 $1,823 13.5 $5,884 0.9 ($574) 1.2 $807 CZ06 SCE/SCG 1.6 $2,339 4.0 $4,751 0.9 ($318) 1.2 $630 CZ07 SDGE 1.1 $624 1.9 $3,008 0.6 ($3,298) 0.7 ($2,394) CZ08 SCE/SCG 1.7 $2,792 3.0 $4,650 0.9 ($289) 1.1 $591 CZ09 SCE 1.7 $2,831 4.0 $5,233 0.9 ($310) 1.2 $634 CZ10 SCE/SCG 1.6 $2,642 5.4 $5,700 1.3 $976 1.9 $2,147 CZ10 SDGE 1.4 $1,825 7.4 $6,038 0.8 ($1,084) 1.0 $102 CZ11 PGE 1.7 $2,552 >1 $9,997 1.1 $200 1.6 $1,669 CZ12 PGE 1.9 $3,210 >1 $10,077 0.7 ($1,710) 0.9 ($430) CZ12 SMUD/PGE >1 $11,714 >1 $19,028 5.7 $3,797 >1 $5,367 CZ13 PGE 1.5 $1,480 >1 $5,987 0.0 ($4,131) 0.0 ($1,228) CZ14 SCE/SCG 0.9 ($522) 6.0 $3,876 0.0 ($7,375) 0.0 ($4,363) CZ14 SDGE 0.7 ($1,717) >1 $4,799 0.0 ($10,790) 0.0 ($6,285) CZ15 SCE/SCG 1.4 $1,791 2.2 $3,214 1.4 $1,246 1.9 $2,210 CZ16 PG&E 0.2 ($5,394) >1 $8,516 0.6 ($2,562) 1.2 $629 Cost-Effectiveness Analysis: Single Family New Construction 41 Results California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 26: On-Bill Cost-Effectiveness, 2025 LSC Basis: Mixed Fuel Efficiency + PV + Battery Climate Zone Electric /Gas Utility Single Family ADU CPUC / 2022 TDV 2025 LSC CPUC / 2022 TDV 2025 LSC B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 1.3 $6,501 1.6 $12,598 0.96 ($1,040) 1.0 $993 CZ02 PGE 1.1 $2,486 1.3 $4,914 1.0 $138 1.1 $1,816 CZ03 PGE 1.1 $1,104 1.1 $2,287 0.8 ($3,399) 0.9 ($2,462) CZ04 PGE 1.0 $456 1.1 $1,645 0.9 ($2,011) 0.95 ($980) CZ04 CPAU 0.2 ($16,295) 0.2 ($15,990) 0.4 ($13,922) 0.4 ($13,453) CZ05 PGE 1.2 $2,936 1.3 $4,506 1.1 $1,265 1.1 $2,574 CZ05 PGE/SCG 1.2 $2,805 1.2 $4,291 1.1 $1,246 1.1 $2,543 CZ06 SCE/SCG 1.1 $1,951 1.2 $3,420 0.97 ($575) 1.0 $847 CZ07 SDGE 1.6 $9,867 1.6 $9,930 1.4 $8,825 1.4 $8,570 CZ08 SCE/SCG 1.2 $3,344 1.3 $4,750 1.0 $755 1.1 $2,288 CZ09 SCE 1.2 $3,369 1.3 $4,812 1.0 $886 1.1 $2,407 CZ10 SCE/SCG 1.3 $4,875 1.4 $6,334 0.7 ($4,499) 0.8 ($3,703) CZ10 SDGE 1.9 $14,477 1.9 $14,289 1.2 $3,065 1.2 $2,904 CZ11 PGE 1.3 $5,653 1.4 $7,967 0.9 ($2,295) 0.94 ($1,126) CZ12 PGE 1.2 $2,800 1.3 $4,806 1.1 $1,786 1.1 $3,458 CZ12 SMUD/PGE 0.3 ($13,717) 0.4 ($12,515) 0.5 ($12,564) 0.5 ($11,582) CZ13 PGE 1.3 $5,013 1.4 $6,448 0.8 ($3,335) 0.8 ($2,674) CZ14 SCE/SCG 1.3 $5,354 1.4 $7,138 1.0 $346 1.1 $1,827 CZ14 SDGE 1.8 $15,135 1.8 $15,116 1.5 $10,386 1.5 $10,107 CZ15 SCE/SCG 1.6 $9,078 1.7 $10,819 0.9 ($1,187) 0.99 ($182) CZ16 PG&E 1.3 $5,254 1.5 $10,999 1.1 $2,037 1.2 $4,285 Cost-Effectiveness Analysis: Single Family New Construction 42 Summary California Energy Codes & Standards | A statewide utility program 2024-04-26 5 Summary The purpose of this study was to examine and document the code compliance and cost-effectiveness impacts of improving performance among single family new construction – both standard sized homes and ADUs. To this end, the Reach Codes Team evaluated packages of energy efficiency measures as well as packages combining energy efficiency with solar PV generation and battery storage, simulated them in building modeling software, and gathered costs to determine the cost-effectiveness of multiple scenarios. The Reach Codes Team coordinated with multiple utilities, cities, and building community experts to develop a set of assumptions considered reasonable in the current market. Changing assumptions, such as the period of analysis, measure selection, cost assumptions, energy escalation rates, or utility tariffs are likely to change results. Table 27 (single family) and Table 28 (ADU) summarize results for each prototype and depict the EDR1 compliance margins achieved for each climate zone and package. Because local reach codes must both exceed the energy code (i.e., have a positive compliance margin in the performance approach) and be cost-effective, the Reach Codes Team highlighted cells meeting these two requirements to help clarify the upper boundary for potential reach code policies. All results presented in this study have a positive compliance margin. • Cells highlighted in green depict a positive compliance margin and cost-effective results using both On-Bill and TDV approaches. • Cells highlighted in yellow depict a positive compliance and cost-effective results using either the On-Bill or TDV approach. • Cells not highlighted depict a package that was not cost-effective using either the On-Bill or TDV approach. • Cells highlighted in grey depict the high efficiency equipment packages where cost-effectiveness was not evaluated. The following are key takeaways and recommendations from the analysis. Conclusions and Discussion: • All-electric buildings have lower GHG emissions than mixed fuel buildings, due to the clean power sources currently available from California’s power providers as well as accounting for increased penetration of renewables in the future. Almost all the all-electric packages evaluated resulted in greater GHG emission savings than the mixed fuel packages, with the exception of the mixed fuel package with battery storage in climate zones with low heating loads. • The Reach Codes Team found code-compliant, all-electric new construction to be feasible and cost-effective based on TDV for single family homes in all cases except Climate Zone 16. • All-electric code minimum single family new construction was On-Bill cost-effective in all cases except Climate Zones 1, 3, 14, and 16. • The all-electric code minimum ADU home was cost-effective based on TDV in all cases except in Climate Zones 3, 4, 13, and 14 where the higher cost of installing a ducted HPWH instead of the prescriptively required gas tankless water heater outweigh the resulting energy cost savings. In the other climate zones there were first cost savings for installing a heat pump space heater instead of gas furnace, contributing to an overall TDV cost-effective result. • Few cases were cost-effective On-Bill for the ADU. • All-electric code minimum construction results in an increase in lifetime utility costs relative to a mixed fuel home, except for CPAU and SMUD where electricity rates are much lower than for the IOUs. The addition of efficiency measures, market dominant HPWHs that meet NEEA’s Advanced Water Heating Specification, high efficiency heat pumps, increased PV, and batteries all reduce utility costs, and the combination of these options was found to reduce annual utility costs relative to a mixed fuel home in all cases. • Under NBT, utility cost savings for increasing PV system size beyond code minimum are substantially less than under prior net energy metering rules (NEM 2.0); however, savings are sufficient to be On-Bill cost- Cost-Effectiveness Analysis: Single Family New Construction 43 Summary California Energy Codes & Standards | A statewide utility program 2024-04-26 effective in all climate zones for the all-electric single family home except climate zones 1, 3, and 16. Coupling PV with battery systems increases utility cost savings as a result of improved on-site utilization of PV generation and fewer exports to the grid. • Applying CARE rates in the IOU territories improves On-Bill cost-effectiveness for all-electric buildings, as compared to the same case under standard rates, due to higher utility cost savings compared to a code compliant mixed fuel building also on a CARE rate, improving On-Bill cost-effectiveness. This is due to the CARE discount on electricity being higher than that on gas. • If gas tariffs are assumed to increase substantially over time, in-line with the escalation assumption from the 2025 LSC development, all-electric new construction was found to be On-Bill cost-effective in all single family and most ADU scenarios over the 30-year analysis period. There is much uncertainty surrounding future tariff structures as well as escalation values. While it’s clear that gas rates will increase, how much and how quickly is not known. Electricity tariff structures are expected to evolve over time, and the CPUC has an active proceeding to adopt an income-graduated fixed charge that benefits low-income customers and supports electrification measures.21 The CPUC will make a decision in mid-2024 and the new rates are expected to be in place later that year or in 2025. While the anticipated impact of this rate change is lower volumetric electricity rates, the rate design is not finalized. While lower volumetric electricity rates provide many benefits including incentivizing electrification, it also will make building efficiency measures harder to justify as cost-effective due to lower utility bill cost savings. Recommendations: • A reach code with a single performance target based on source energy (EDR1) can be structured to strongly encourage electrification. This approach requires equivalent performance for all buildings and allows mixed fuel buildings which minimizes the risk of violating federal preemption. Below are examples of how a reach code for single family homes could be setup based on the results summarized in Table 27. o A jurisdiction in Climate Zone 12 could set a performance target at an EDR1 margin of 11.5 (the EDR1 margin for the all-electric Code Minimum package). Any all-electric home meeting or exceeding the prescriptive requirements would comply, and a mixed fuel home would likely need to incorporate a combination of efficiency measures and a battery system to comply. o Similarly, a jurisdiction in Climate Zone 7 may consider setting a performance target of 2.8 EDR1 margin (also the EDR1 margin for the all-electric Code Minimum package). Any all-electric home meeting or exceeding the prescriptive requirements would comply, but a mixed fuel home would likely be able to comply with only a suite of above-code efficiency measures (no battery). Alternatively, a higher EDR1 margin target of 5 would incentivize more energy efficiency or additional PV for all- electric construction, and mixed fuel construction would likely need to incorporate a battery system to comply. o A jurisdiction in Climate Zone 16 may want to set a performance target at an EDR1 margin of 20.4 (the EDR1 margin for the mixed fuel efficiency + PV + battery package). This would establish a target that a mixed fuel home could On-Bill cost-effectively meet, likely only after incorporating a combination of efficiency measures and a battery system, and that an all-electric home could easily meet. • The 2022 Title 24 code’s new source energy metric combined with the heat pump baseline encourage all- electric construction, providing an incentive that allows for some amount of prescriptively required building efficiency to be traded off, still meeting minimum code compliance. This compliance benefit for all-electric homes highlights a unique opportunity for jurisdictions to incorporate efficiency into all-electric reach codes. Efficiency and electrification have symbiotic benefits and are both critical for decarbonization of buildings. As demand on the electric grid is increased through electrification, efficiency can reduce the negative impacts of additional electricity demand on the grid, reducing the need for increased generation and storage capacity, as well as the need to upgrade upstream transmission and distribution equipment. The Reach Codes Team recommends that jurisdictions adopting a reach code for single family buildings also include an efficiency 21 https://www.cpuc.ca.gov/industries-and-topics/electrical-energy/electric-costs/demand-response-dr/demand-flexibility-rulemaking Cost-Effectiveness Analysis: Single Family New Construction 44 Summary California Energy Codes & Standards | A statewide utility program 2024-04-26 requirement with EDR1 margins at minimum consistent with the all-electric code minimum package results in Table 27. • The code compliance margins for the ADU all-electric code minimum package are lower than for the single family prototype; code compliance and cost-effectiveness can be more challenging for smaller dwelling units. As a result, the Reach Codes Team does not recommend EDR1 targets above those reported for the all- electric Code Minimum package in Table 28. Local jurisdictions may also adopt ordinances that amend different Parts of the California Building Standards Code or may elect to amend other state or municipal codes. The decision regarding which code to amend will determine the specific requirements that must be followed for an ordinance to be legally enforceable. For example, jurisdictions may amend Part 11 instead of Part 6 of the CA Building Code requiring review and approval by the BSC but not the Energy Commission. Reach codes that amend Part 6 of the CA Building Code and require energy performance beyond state code minimums must demonstrate the proposed changes are cost-effective and obtain approval from the Energy Commission. This report documents the key results and conclusions from the Reach Codes Team analysis. A full dataset of all results can be downloaded at https://localenergycodes.com/content/resources. Results alongside policy options can also be explored using the Cost-effectiveness Explorer at https://explorer.localenergycodes.com/. Table 27: Summary of Single Family EDR1 Margins and Cost-Effectiveness Climate Zone Electric /Gas Utility All-Electric Mixed Fuel Code Minimum Efficiency Efficiency + High Efficiency Equipment Efficiency + PV Efficiency + PV + Battery Efficiency + High Efficiency Equipment Efficiency + PV + Battery CZ01 PGE 25.8 29.1 31.4 32.6 41.4 14.8 22.6 CZ02 PGE 14.0 16.3 18.0 18.9 28.3 9.1 14.1 CZ03 PGE 9.1 10.6 12.2 13.1 24.2 3.6 12.8 CZ04 PGE 8.8 10.4 11.9 12.8 24.6 3.8 13.2 CZ04 CPAU 8.8 10.4 11.9 12.8 24.6 3.8 13.2 CZ05 PGE 6.5 7.9 10.2 10.8 23.3 5.2 14.8 CZ05 PGE/SCG 6.5 7.9 10.2 10.8 23.3 5.2 14.8 CZ06 SCE/SCG 4.2 5.3 6.6 8.4 24.6 4.0 18.3 CZ07 SDGE 2.8 3.6 4.9 6.9 23.6 3.2 18.7 CZ08 SCE/SCG 2.1 2.9 4.2 5.6 21.3 2.7 17.1 CZ09 SCE/SCG 3.6 4.4 5.7 7.1 21.8 3.2 16.2 CZ10 SCE/SCG 4.8 5.8 7.2 8.5 21.9 3.9 14.4 CZ10 SDGE 4.8 5.8 7.2 8.5 21.9 3.9 14.4 CZ11 PGE 11.4 13.4 15.0 15.6 24.5 7.7 12.9 CZ12 PGE 11.5 13.3 14.8 15.5 25.2 7.2 13.2 CZ12 SMUD/PGE 11.5 13.3 14.8 15.5 25.2 7.2 13.2 CZ13 PGE 8.3 10.3 11.9 12.3 22.3 4.1 12.3 CZ14 SCE/SCG 8.8 11.5 13.2 14.3 24.7 4.7 13.4 CZ14 SDGE 8.8 11.5 13.2 14.3 24.7 4.7 13.4 CZ15 SCE/SCG 0.9 2.4 3.7 3.8 15.7 3.5 13.5 CZ16 PG&E 21.3 25.6 27.0 29.1 37.5 16.3 20.4 Cost-Effectiveness Analysis: Single Family New Construction 45 Summary California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 28: Summary of ADU EDR1 Margins and Cost-Effectiveness Climate Zone Electric /Gas Utility All-Electric Mixed Fuel Code Minimum Efficiency Efficiency + High Efficiency Equipment Efficiency + PV Efficiency + PV + Battery Efficiency + High Efficiency Equipment Efficiency + PV + Battery CZ01 PGE 11.9 15.7 18.5 19.3 33.5 9.9 18.5 CZ02 PGE 5.7 7.9 9.7 10.8 25.4 5.6 16.6 CZ03 PGE 2.9 4.0 5.9 7.1 22.8 3.0 11.8 CZ04 PGE 2.4 3.9 5.5 6.8 23.5 3.7 13.3 CZ04 CPAU 2.4 3.9 5.5 6.8 23.5 3.7 13.3 CZ05 PGE 1.8 2.9 4.8 6.4 23.6 2.7 16.9 CZ05 PGE/SCG 1.8 2.9 4.8 6.4 23.6 2.7 16.9 CZ06 SCE/SCG 0.5 1.3 2.6 5.0 25.4 1.8 19.8 CZ07 SDGE 0.1 0.9 2.1 5.0 25.9 1.5 20.3 CZ08 SCE/SCG 0.1 0.7 1.8 4.2 25.4 1.6 20.4 CZ09 SCE 0.4 1.1 2.3 4.5 24.9 1.9 19.6 CZ10 SCE/SCG 1.0 2.0 3.5 5.4 25.3 2.5 19.0 CZ10 SDGE 1.0 2.0 3.5 5.4 25.3 2.5 19.0 CZ11 PGE 4.6 7.0 8.6 9.6 25.0 5.4 17.6 CZ12 PGE 4.6 6.6 8.3 9.3 24.4 5.0 16.7 CZ12 SMUD/PGE 4.6 6.6 8.3 9.3 24.4 5.0 16.7 CZ13 PGE 3.1 5.5 6.9 7.8 25.1 3.9 14.5 CZ14 SCE/SCG 3.5 6.3 8.0 9.6 26.8 4.3 14.5 CZ14 SDGE 3.5 6.3 8.0 9.6 26.8 4.3 14.5 CZ15 SCE/SCG 0.0 2.2 2.6 4.4 24.8 2.3 19.2 CZ16 PG&E 11.2 14.7 15.7 18.3 32.0 8.3 18.3 Cost-Effectiveness Analysis: Single Family New Construction 46 References California Energy Codes & Standards | A statewide utility program 2024-04-26 6 References Barbose, G., Darghouth, N., O'Shaughnessy, E., & Forrester, S. 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Retrieved from https://www.etcc-ca.com/reports/behind-meter-battery-market-study?dl=1582149166 Cost-Effectiveness Analysis: Single Family New Construction 47 References California Energy Codes & Standards | A statewide utility program 2024-04-26 Horii, B., Cutter, E., Kapur, N., Arent, J., & Conotyannis, D. (2014). Time Dependent Valuation of Energy for Developing Building Energy Efficiency Standards. Proctor, J., Wilcox, B., & Chitwood, R. (2018). Central Valley Research Homes Project. California Energy Commission. Retrieved from https://www.researchgate.net/publication/342135376_Central_Valley_Research_Homes_Project_-- _Final_CEC_Report RSMeans. (2022). Cost data obtained from the 2022 RSMeans online database. Statewide CASE Team. (2017). Residential High Performance Windows & Doors Codes and Standards Enhancement (CASE) Initiative 2019 California Energy Code. Retrieved from http://title24stakeholders.com/wp- content/uploads/2017/09/2019-T24-CASE-Report_Res-Windows-and-Doors_Final_September-2017.pdf Statewide CASE Team. (2018). Energy Savings Potential and Cost-Effectiveness Analysis of High Efficiency Windows in California. Prepared by Frontier Energy. Retrieved from https://www.etcc-ca.com/reports/energy-savings- potential-and-cost-effectiveness-analysis-high-efficiency-windows-california Statewide CASE Team. (2020a). Nonresidential High Performance Envelope Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by Energy Solutions. Retrieved from https://title24stakeholders.com/wp-content/uploads/2020/10/2020-T24-NR-HP-Envelope-Final-CASE- Report.pdf Statewide CASE Team. (2020b). Residential Energy Savings and Process Improvements for Additions and Alterations Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by Frontier Energy. Retrieved from https://title24stakeholders.com/wp-content/uploads/2020/08/SF-Additions-and- Alterations_Final_-CASE-Report_Statewide-CASE-Team.pdf Statewide CASE Team. (2020c). Multifamily All-Electric Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by TRC. Statewide Reach Codes Team. (2019, August). 2019 Cost-effectiveness Study: Low-Rise Residential New Construction. Prepared for Pacific Gas and Electric Company. Prepared by Frontier Energy. Retrieved from https://localenergycodes.com/download/800/file_path/fieldList/2019%20Res%20NC%20Reach%20Codes Statewide Reach Codes Team. (2021a). Cost-Effectiveness Analysis: Batteries in Single Family Homes. Prepared by Frontier Energy. Retrieved from https://localenergycodes.com/download/930/file_path/fieldList/Single%20Family%20Battery%20Cost- eff%20Report.pdf Statewide Reach Codes Team. (2021b). 2020 Reach Code Cost-Effectiveness Analysis: Detached Accessory Dwelling Units. Prepared by TRC. Retrieved from https://localenergycodes.com/download/760/file_path/fieldList/2019%20New%20Detached%20ADUs%20Co st-effectiveness%20Report.pdf Statewide Reach Codes Team. (tbd). 2022 Cost-Effectiveness Study: Existing Single Family Building Upgrades. Prepared by Frontier Energy. Not yet published. TRC, P. E. (2021). 2020 Reach Code Cost-Effectiveness Analysis: Detached Accessory Dwelling Units. UC Berkeley Center for Community Innovation. (2021). Implementing the Backyard Revolution: Perspectives of California’s ADU Owners. Cost-Effectiveness Analysis: Single Family New Construction 48 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7 Appendices 7.1 Map of California Climate Zones Climate zone geographical boundaries are depicted in Figure 4. The map in Figure 4 along with a zip-code search directory is available at: https://ww2.energy.ca.gov/maps/renewable/building_climate_zones.html Figure 4: Map of California climate zones. Cost-Effectiveness Analysis: Single Family New Construction 49 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.2 Utility Rate Schedules The Reach Codes Team used the CA IOU and POU rate tariffs detailed below to determine the On-Bill savings for each package. The California Climate Credit was applied for both electricity and natural gas service for the IOUs using the 2023 credits shows below.22 The credits were applied to reduce the total calculated annual bill, including any fixed fees or minimum bill amounts. Electricity rates reflect the most recently approved tariffs. Monthly gas rates were estimated based on recent gas rates (November 2023) and a curve to reflect how natural gas prices fluctuate with seasonal supply and demand. The seasonal curve was estimated from monthly residential tariffs between 2014 and 2023 (between 2017 and 2023 for CPAU). 12-month curves were created from monthly gas rates for each of the ten years (seven years for CPAU). These annual curves were then averaged to arrive at an average normalized annual curve. This was conducted separately for baseline and excess energy rates. Costs used in this analysis were then derived by establishing the most recent baseline and excess rate from the latest tariff as a reference point (November 2023), and then using the normalized curve to estimate the cost for the remaining months relative to the reference point rate. 22 https://www.cpuc.ca.gov/industries-and-topics/natural-gas/greenhouse-gas-cap-and-trade-program/california-climate-credit Cost-Effectiveness Analysis: Single Family New Construction 50 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.2.1 Pacific Gas & Electric The following pages provide details on the PG&E electricity and natural gas tariffs applied in this study. Table 29 describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $0.07051/ kWh was applied to any net annual electricity generation based on a one-year average of the rates between December 2022 and November 2023. Table 29: PG&E Baseline Territory by Climate Zone Climate Zone Baseline Territory CZ01 V CZ02 X CZ03 T CZ04 X CZ05 T CZ11 R CZ12 S CZ13 R CZ16 Y The PG&E monthly gas rate for G-1 in $/therm was applied on a monthly basis according to the rates shown in Table 30. These rates are based on applying a normalization curve to the November 2023 tariff based on ten years of historical gas data. Corresponding CARE rates reflect the 20 percent discount per the GL-1 tariff. Table 30: PG&E Monthly Gas Rate ($/therm) Month Total Charge Baseline Excess January $2.05 $2.43 February $2.08 $2.46 March $1.92 $2.31 April $1.80 $2.20 May $1.77 $2.18 June $1.78 $2.18 July $1.80 $2.20 August $1.85 $2.26 September $1.92 $2.33 October $1.99 $2.40 November $2.06 $2.46 December $2.05 $2.44 Cost-Effectiveness Analysis: Single Family New Construction 51 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 52 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 53 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 54 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 55 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 56 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 57 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.2.2 Southern California Edison The following pages provide details on the SCE electricity tariffs applied in this study. Table 31 describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $ 0.06030/ kWh was applied to any net annual electricity generation based on a one-year average of the rates between December 2022 and November 2023. Table 31: SCE Baseline Territory by Climate Zone Climate Zone Baseline Territory CZ06 6 CZ08 8 CZ09 9 CZ10 10 CZ14 14 CZ15 15 Cost-Effectiveness Analysis: Single Family New Construction 58 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 59 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 60 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 61 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.2.3 Southern California Gas Following are the SoCalGas natural gas tariffs applied in this study. Table 32 describes the baseline territories that were assumed for each climate zone. Table 32: SoCalGas Baseline Territory by Climate Zone Climate Zone Baseline Territory CZ05 2 CZ06 1 CZ08 1 CZ09 1 CZ10 1 CZ14 2 CZ15 1 The SoCalGas monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Table 33. These rates are based on applying a normalization curve to the November 2023 tariff based on ten years of historical gas data. Long-term historical natural gas rate data was only available for SoCalGas’ procurement charges.23 The baseline and excess transmission charges were found to be consistent over the course of a year and applied for the entire year based on 2023 rates. CARE rates reflect the 20 percent discount per the GR tariff. Table 33: SoCalGas Monthly Gas Rate ($/therm) Month Procurement Charge Transportation Charge Total Charge Baseline Excess Baseline Excess January $0.72 $0.86 $1.31 $1.92 $2.36 February $0.50 $0.86 $1.31 $1.57 $2.02 March $0.44 $0.86 $1.31 $1.48 $1.93 April $0.39 $0.86 $1.31 $1.39 $1.84 May $0.41 $0.86 $1.31 $1.43 $1.87 June $0.46 $0.86 $1.31 $1.49 $1.93 July $0.47 $0.86 $1.31 $1.51 $1.96 August $0.51 $0.86 $1.31 $1.58 $2.03 September $0.46 $0.86 $1.31 $1.52 $1.96 October $0.45 $0.86 $1.31 $1.48 $1.92 November $0.48 $0.86 $1.31 $1.54 $1.99 December $0.57 $0.86 $1.31 $1.63 $2.08 23 The SoCalGas procurement and transmission charges were obtained from the following site: https://www.socalgas.com/for-your- business/energy-market-services/gas-prices RES2023.xlsx (live.com) Cost-Effectiveness Analysis: Single Family New Construction 62 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.2.4 San Diego Gas & Electric Following are the SDG&E electricity and natural gas tariffs applied in this study. Table 34 describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $0.04542/ kWh was applied to any net annual electricity generation based on a one-year average of the rates between December 2022 and November 2023. Table 34: SDG&E Baseline Territory by Climate Zone Climate Zone Baseline Territory CZ07 Coastal CZ10 Inland CZ14 Mountain The SDG&E monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Table 35. These rates are based on applying a normalization curve to the November 2023 tariff based on ten years of historical gas data. CARE rates reflect the 20 percent discount per the G-CARE tariff. Table 35: SDG&E Monthly Gas Rate ($/therm) Month Total Charge Baseline Excess January $2.34 $2.63 February $2.28 $2.57 March $2.21 $2.51 April $2.14 $2.45 May $2.18 $2.48 June $2.23 $2.55 July $2.26 $2.57 August $2.32 $2.62 September $2.26 $2.59 October $2.21 $2.55 November $2.24 $2.57 December $2.38 $2.70 Cost-Effectiveness Analysis: Single Family New Construction 63 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 64 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 65 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 66 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 67 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 68 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.2.5 City of Palo Alto Utilities Following are the CPAU electricity and natural gas tariffs applied in this study. The CPAU monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Table 36. These rates are based on applying a normalization curve to the October 2023 tariff based on seven years of historical gas data. The monthly service charge applied was $14.01 per month per the November 2023 G-1 tariff. Table 36: CPAU Monthly Gas Rate ($/therm) Month G1 Volumetric Total Baseline G1 Volumetric Total Excess January $1.83532 $3.35639 February $1.38055 $2.59947 March $1.32506 $2.47695 April $1.29680 $2.44038 May $1.29511 $2.43804 June $1.32034 $2.45406 July $1.35688 $2.61519 August $1.40696 $2.67944 September $1.42130 $2.70301 October $1.42310 $2.48300 November $1.46286 $2.45547 December $1.62415 $2.62128 Cost-Effectiveness Analysis: Single Family New Construction 69 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 70 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.2.6 Sacramento Municipal Utilities District (Electric Only) Following are the SMUD electricity tariffs applied in this study. The rates effective January 2023 were used. Cost-Effectiveness Analysis: Single Family New Construction 71 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Cost-Effectiveness Analysis: Single Family New Construction 72 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.2.7 Fuel Escalation Assumptions The average annual escalation rates in Table 37 were used in this study. These are based on assumptions from the CPUC 2021 En Banc hearings on utility costs through 2030 (California Public Utilities Commission, 2021a). Escalation rates through the remainder of the 30-year evaluation period are based on the escalation rate assumptions within the 2022 TDV factors. No data was available to estimate electricity escalation rates for CPAU and SMUD, therefore electricity escalation rates for PG&E and statewide natural gas escalation rates were applied. Table 38 presents the average annual escalation rates used in the utility rate escalation sensitivity analysis shown in Section 4.6.3. Rates were applied for the same 30-year period and are based on the escalation rate assumptions within the 2025 LSC factors from 2027 through 2053.24 These rates were developed for electricity use statewide (not utility-specific) and assume steep increases in gas rates in the latter half of the analysis period. Data was not available for years 2024, 2025, and 2026 and so the CPUC En Banc assumptions were applied for those years using the average rate across the three IOUs for statewide electricity escalation. Table 37: Real Utility Rate Escalation Rate Assumptions, CPUC En Banc and 2022 TDV Basis 24 https://www.energy.ca.gov/files/2025-energy-code-hourly-factors. Actual escalation factors were provided by consultants E3. Year Statewide Natural Gas Residential Average Rate (%/year, real) Electric Residential Average Rate (%/year, real) PG&E SCE SDG&E 2024 4.6% 1.8% 1.6% 2.8% 2025 4.6% 1.8% 1.6% 2.8% 2026 4.6% 1.8% 1.6% 2.8% 2027 4.6% 1.8% 1.6% 2.8% 2028 4.6% 1.8% 1.6% 2.8% 2029 4.6% 1.8% 1.6% 2.8% 2030 4.6% 1.8% 1.6% 2.8% 2031 2.0% 0.6% 0.6% 0.6% 2032 2.4% 0.6% 0.6% 0.6% 2033 2.1% 0.6% 0.6% 0.6% 2034 1.9% 0.6% 0.6% 0.6% 2035 1.9% 0.6% 0.6% 0.6% 2036 1.8% 0.6% 0.6% 0.6% 2037 1.7% 0.6% 0.6% 0.6% 2038 1.6% 0.6% 0.6% 0.6% 2039 2.1% 0.6% 0.6% 0.6% 2040 1.6% 0.6% 0.6% 0.6% 2041 2.2% 0.6% 0.6% 0.6% 2042 2.2% 0.6% 0.6% 0.6% 2043 2.3% 0.6% 0.6% 0.6% 2044 2.4% 0.6% 0.6% 0.6% 2045 2.5% 0.6% 0.6% 0.6% 2046 1.5% 0.6% 0.6% 0.6% 2047 1.3% 0.6% 0.6% 0.6% 2048 1.6% 0.6% 0.6% 0.6% 2049 1.3% 0.6% 0.6% 0.6% 2050 1.5% 0.6% 0.6% 0.6% 2051 1.8% 0.6% 0.6% 0.6% 2052 1.8% 0.6% 0.6% 0.6% 2053 1.8% 0.6% 0.6% 0.6% Cost-Effectiveness Analysis: Single Family New Construction 73 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 38: Real Utility Rate Escalation Rate Assumptions, 2025 LSC Basis Year Statewide Natural Gas Residential Average Rate (%/year, real) Statewide Electricity Residential Average Rate (%/year, real) 2024 4.6% 2.1% 2025 4.6% 2.1% 2026 4.6% 2.1% 2027 4.2% 0.6% 2028 3.2% 1.9% 2029 3.6% 1.6% 2030 6.6% 1.3% 2031 6.7% 1.0% 2032 7.7% 1.2% 2033 8.2% 1.1% 2034 8.2% 1.1% 2035 8.2% 0.9% 2036 8.2% 1.1% 2037 8.2% 1.1% 2038 8.2% 1.0% 2039 8.2% 1.1% 2040 8.2% 1.1% 2041 8.2% 1.1% 2042 8.2% 1.1% 2043 8.2% 1.1% 2044 8.2% 1.1% 2045 8.2% 1.1% 2046 8.2% 1.1% 2047 3.1% 1.1% 2048 -0.5% 1.1% 2049 -0.6% 1.1% 2050 -0.5% 1.1% 2051 -0.6% 1.1% 2052 -0.6% 1.1% 2053 -0.6% 1.1% Cost-Effectiveness Analysis: Single Family New Construction 74 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.3 Summary of Efficiency Measures Table 39 provides the details of the efficiency (non-preempted) measures, by climate zone, included in the following all-electric packages for the single family prototype: • Efficiency Only • Efficiency + High Efficiency (Preempted) Equipment • Efficiency + PV • Efficiency + PV + Battery The efficiency measures for the single family mixed fuel packages are presented in Table 40, and Table 41 presents the efficiency measures for all the ADU packages. In all tables, the lack of an “X” indicates that the prescriptive values for that climate zone were not changed. See Appendix 7.4 for a list of prescriptive values by climate zone. Efficiency measures are described in Section 3.3.1. Table 39: All-Electric Single Family Efficiency Measures, Various Packages Climate Zone 3 ACH50 R-10 Slab Attic Ceiling Insulation 0.25 Roof Solar Reflectance 0.24 U-Factor / 0.50 SHGC Windows 0.35 W/cfm Buried Ducts Basic Compact Hot Water Credit 1 X R-60 X 2 X R-60 X X X 3 R-60 X X X 4 X R-60 X X X 5 X1 R-49 X X X 6 R-60 X X X 7 R-49 X X 8 R-60 X X X 9 R-60 X X X 10 R-60 X X X X 11 X R-60 X X X X 12 X R-60 X X X X 13 X R-60 X X X X 14 X X R-60 X X X X 15 X R-60 X X X X 16 R-60 X X X 1 This measure in Climate Zone 5 was only evaluated for the Efficiency + PV + Battery package. Cost-Effectiveness Analysis: Single Family New Construction 75 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 40: Mixed Fuel Single Family Measures, Efficiency Only & Efficiency + PV + Battery Packages Climate Zone 3 ACH50 R-10 Slab Attic: EE Only Attic: EE + PV + Bat 0.25 Roof Solar Reflec- tance 0.24 U- Factor / 0.50 SHGC Windows 0.30 U- Factor / 0.50 SHGC Windows 0.35 W/cfm Buried Ducts CDHW1: EE Only CDHW: EE + PV + Bat 1 X R-60 vs R-38 X X 2 X R-60 vs R-38 R-49 X X X X 3 R-60 vs R-30 R-38 X EE Only X X 4 X R-60 vs R-38 R-49 X X X 5 R-60 vs R-38 R-49 X X X X 6 R-49 vs R-30 R-49 X X X X 7 R-49 vs R-30 R-49 X X X 8 R-60 vs R-30 R-49 X X X X 9 R-49 vs R-30 R-49 X X X X 10 R-60 vs R-38 X X X X X 11 X R-60 vs R-38 R-49 X X X X X 12 X R-60 vs R-38 R-49 X X X X X 13 X R-60 vs R-38 R-49 X X X X 14 X X R-60 vs R-38 R-49 X X X X 15 X R-60 vs R-38 R-49 X X X X X 16 R-60 vs R-38 R-49 X X X 1 CDHW stands for basic Compact Domestic Hot Water credit Table 41: Efficiency Measures for All ADU Packages Climate Zone 3 ACH50 R-10 Slab Attic1 0.25 Roof Solar Reflectance 0.24 U-Factor / 0.50 SHGC Windows Ductless VCHP2 Basic Compact Hot Water Credit3 1 X R-60 vs R-38 X 2 X R-60 vs R-38 X X 3 R-60 vs R-30 X X 4 X R-60 vs R-38 X X 5 R-60 vs R-38 X X 6 R-60 vs R-30 X X 7 R-60 vs R-30 X X 8 R-60 vs R-30 X X 9 R-60 vs R-30 X X 10 R-60 vs R-38 X X X 11 X R-60 vs R-38 X X X 12 X R-60 vs R-38 X X X 13 X R-60 vs R-38 X X X 14 X X R-60 vs R-38 X X X 15 X R-60 vs R-38 X X X 16 R-60 vs R-38 X X 1 This measure was added to all ADU packages except the Mixed Fuel Efficiency + High Efficiency Equipment package. 2 The ductless VCHP measure was only applied to the all-electric packages; the mixed fuel packages instead applied 0.35 W/cfm fans in Climate Zones 2, 4-6, and 8-15. 3 The compact hot water measure was only applied to the all-electric packages. Cost-Effectiveness Analysis: Single Family New Construction 76 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 7.4 Summary of Applicable Prescriptive Base Case Measures This appendix lists the prescriptive values, by climate zone, of building components relevant to the measures included in this analysis. Table 42 outlines envelope, PV, and battery values; Table 43 outlines space conditioning values, and Table 44 outlines domestic water heating (DHW) values. Table 42: Prescriptive Envelope, PV, and Battery Measures by Climate Zone CZ Air Infiltration1 Foundation Wall Insulation2 Attic Insulation3 Roof Aged Solar Reflectivity Window U-Factor / SHGC PV4 Battery 1 5 ACH50 Uninsulated slab R-21 + R-5 R-38 0.1 0.30 / 0.35 code min. none 2 5 ACH50 Uninsulated slab R-21 + R-5 R-38 0.1 0.30 / 0.23 code min. none 3 5 ACH50 Uninsulated slab R-21 + R-5 R-30 0.1 0.30 / 0.35 code min. none 4 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.1 0.30 / 0.23 code min. none 5 5 ACH50 Uninsulated slab R-21 + R-5 R-30 0.1 0.30 / 0.35 code min. none 6 5 ACH50 Uninsulated slab R-15 + R-4 R-30 0.1 0.30 / 0.23 code min. none 7 5 ACH50 Uninsulated slab R-15 + R-4 R-30 0.1 0.30 / 0.23 code min. none 8 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.1 0.30 / 0.23 code min. none 9 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.1 0.30 / 0.23 code min. none 10 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.2 0.30 / 0.23 code min. none 11 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.2 0.30 / 0.23 code min. none 12 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.2 0.30 / 0.23 code min. none 13 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.2 0.30 / 0.23 code min. none 14 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.2 0.30 / 0.23 code min. none 15 5 ACH50 Uninsulated slab R-21 + R-5 R-38 + R-19 0.2 0.30 / 0.23 code min. none 16 5 ACH50 R-7, 16” slab insulation R-21 + R-5 R-38 + R-19 0.1 0.30 / 0.35 code min. none 1 5 ACH50 is prescriptively required however verification is not required. 2 Cavity wall insulation + continuous rigid insulation. 3 Ceiling/attic insulation R-value. R-38 + R-19 reflect High Performance Attics (HPAs) as defined by Option B in Table 150.1-A. 4 Prescriptive PV capacities (kW-DC) by climate zone are summarized in Table 4. Cost-Effectiveness Analysis: Single Family New Construction 77 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Table 43: Prescriptive HVAC Measures by Climate Zone CZ Heating Type AC Type Heating Efficiency1 HVAC Efficiency (SEER2/EER2) HVAC Fan Efficacy (W/cfm) Ducts2 1 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 2 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 3 Heat pump Heat pump 7.5 14.3 / 11.7 0.45 R-6, 5%, in attic (not buried) 4 Heat pump Heat pump 7.5 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 5 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-6, 5%, in attic (not buried) 6 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-6, 5%, in attic (not buried) 7 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-6, 5%, in attic (not buried) 8 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 9 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 10 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 11 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 12 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 13 Heat pump Heat pump 7.5 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 14 Heat pump Heat pump 7.5 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 15 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 16 Gas Furnace AC 80% 14.3 / 11.7 0.45 R-8, 5%, in attic (not buried) 1 AFUE for gas furnaces, HSPF2 for heat pumps. 2 Duct insulation R-value, duct leakage, duct location. Table 44: Prescriptive Water Heating Measures by Climate Zone CZ DHW Type Location: Single Family Location: ADU Basic Compact Distribution Credit 1 Heat pump Garage In conditioned space, ducted to/from outside Yes 2 Heat pump Garage In conditioned space, ducted to/from outside No 3 Gas tankless Garage In conditioned space, ducted to/from outside No 4 Gas tankless Garage In conditioned space, ducted to/from outside No 5 Heat pump Garage In conditioned space, ducted to/from outside No 6 Heat pump Garage In conditioned space, ducted to/from outside No 7 Heat pump Garage In conditioned space, ducted to/from outside No 8 Heat pump Garage In conditioned space, ducted to/from outside No 9 Heat pump Garage In conditioned space, ducted to/from outside No 10 Heat pump Garage In conditioned space, ducted to/from outside No 11 Heat pump Garage In conditioned space, ducted to/from outside No 12 Heat pump Garage In conditioned space, ducted to/from outside No 13 Gas tankless Garage In conditioned space, ducted to/from outside No 14 Gas tankless Garage In conditioned space, ducted to/from outside No 15 Heat pump Garage In conditioned space, ducted to/from outside No 16 Heat pump Garage In conditioned space, ducted to/from outside Yes Cost-Effectiveness Analysis: Single Family New Construction 78 Appendices California Energy Codes & Standards | A statewide utility program 2024-04-26 Get In Touch The adoption of reach codes can differentiate jurisdictions as efficiency leaders and help accelerate the adoption of new equipment, technologies, code compliance, and energy savings strategies. As part of the Statewide Codes & Standards Program, the Reach Codes Subprogram is a resource available to any local jurisdiction located throughout the state of California. Our experts develop robust toolkits as well as provide specific technical assistance to local jurisdictions (cities and counties) considering adopting energy reach codes. These include cost-effectiveness research and analysis, model ordinance language and other code development and implementation tools, and specific technical assistance throughout the code adoption process. If you are interested in finding out more about local energy reach codes, the Reach Codes Team stands ready to assist jurisdictions at any stage of a reach code project. Visit LocalEnergyCodes.com to access our resources and sign up for newsletters. Contact info@localenergycodes.com for no-charge assistance from expert Reach Code advisors. Follow us on LinkedIn Prepared by: Frontier Energy, Inc Misti Bruceri & Associates, LLC Prepared for: Kelly Cunningham, Codes and Standards Program, Pacific Gas and Electric Last modified: 2023/06/20 Revision: 1.1 2022 Cost-Effectiveness Study: Multifamily New Construction Cost-Effectiveness Analysis: Multifamily New Construction Legal Notice This report was prepared by Pacific Gas and Electric Company and funded by the California utility customers under the auspices of the California Public Utilities Commission. Copyright 2022, Pacific Gas and Electric Company. All rights reserved, except that this document may be used, copied, and distributed without modification. Neither PG&E nor any of its employees makes any warranty, express or implied; or assumes any legal liability or responsibility for the accuracy, completeness or usefulness of any data, information, method, product, policy or process disclosed in this document; or represents that its use will not infringe any privately-owned rights including, but not limited to, patents, trademarks or copyrights. Acronym List 2023 PV$ – Present value costs in 2023 ACH50 – Air Changes per Hour at 50 pascals pressure differential ACM – Alternative Calculation Method ADU – Accessory Dwelling Unit AFUE – Annual Fuel Utilization Efficiency B/C – Lifecycle Benefit-to-Cost Ratio BEopt – Building Energy Optimization Tool BSC – Building Standards Commission CA IOUs – California Investor-Owned Utilities CASE – Codes and Standards Enhancement CBECC-Res – Computer program developed by the California Energy Commission for use in demonstrating compliance with the California Residential Building Energy Efficiency Standards CFI – California Flexible Installation CFM – Cubic Feet per Minute CO2 – Carbon Dioxide CPAU – City of Palo Alto Utilities CPUC – California Public Utilities Commission CZ – California Climate Zone DHW – Domestic Hot Water DOE – Department of Energy DWHR – Drain Water Heat Recovery EDR – Energy Design Rating EER – Energy Efficiency Ratio EF – Energy Factor GHG – Greenhouse Gas Cost-Effectiveness Analysis: Multifamily New Construction HERS Rater – Home Energy Rating System Rater HPA – High Performance Attic HPWH – Heat Pump Water Heater HSPF – Heating Seasonal Performance Factor HVAC – Heating, Ventilation, and Air Conditioning IECC – International Energy Conservation Code IOU – Investor Owned Utility kBtu – kilo-British thermal unit kWh – Kilowatt Hour LBNL – Lawrence Berkeley National Laboratory LCC – Lifecycle Cost LLAHU – Low Leakage Air Handler Unit VLLDCS – Verified Low Leakage Ducts in Conditioned Space MF – Multifamily NEEA – Northwest Energy Efficiency Alliance NEM – Net Energy Metering NPV – Net Present Value NREL – National Renewable Energy Laboratory PG&E – Pacific Gas and Electric Company POU – Publicly-Owned-Utilities PV – Photovoltaic SCE – Southern California Edison SDG&E – San Diego Gas and Electric SEER – Seasonal Energy Efficiency Ratio SF – Single Family SMUD – Sacramento Municipal Utility District SoCalGas – Southern California Gas Company TDV – Time Dependent Valuation Therm – Unit for quantity of heat that equals 100,000 British thermal units Title 24 – Title 24, Part 6 TOU – Time-Of-Use UEF – Uniform Energy Factor ZNE – Zero-net Energy Cost-Effectiveness Analysis: Multifamily New Construction Summary of Revisions Date Description Reference (page or section) 2/28/2022 Original Release N/A 6/20/2023 Minor revisions to content; no change to results 2, 3, 32, 33 Cost-Effectiveness Analysis: Multifamily New Construction TABLE OF CONTENTS Executive Summary .......................................................................................................................................................... 1 1 Introduction ................................................................................................................................................................ 4 2 Methodology and Assumptions ............................................................................................................................... 5 2.1 Analysis for Reach Codes ..................................................................................................................................................... 5 2.1.1 Modeling ....................................................................................................................................................................... 5 2.1.2 Cost-Effectiveness ........................................................................................................................................................ 5 2.1.3 Utility Rates ................................................................................................................................................................... 6 2.2 2022 T24 Compliance Metrics .............................................................................................................................................. 8 2.3 Greenhouse Gas Emissions ................................................................................................................................................. 8 3 Prototypes, Measure Packages, and Costs ............................................................................................................ 9 3.2 Measure Definitions and Costs ........................................................................................................................................... 11 3.2.1 Efficiency, Solar PV, and Batteries ............................................................................................................................. 11 3.2.2 All-Electric ................................................................................................................................................................... 15 3.3 Measure Packages ............................................................................................................................................................. 18 4 Results ...................................................................................................................................................................... 20 4.1 All-Electric Prescriptive Code .............................................................................................................................................. 20 4.2 All-Electric Plus PV ............................................................................................................................................................. 23 4.3 Mixed Fuel Efficiency .......................................................................................................................................................... 25 4.4 Mixed Fuel Plus PV (Plus Battery for the 3-Story Prototype) .............................................................................................. 26 4.5 CARE Rate Comparison ..................................................................................................................................................... 29 4.6 Greenhouse Gas Reductions .............................................................................................................................................. 30 5 Summary .................................................................................................................................................................. 32 6 References ............................................................................................................................................................... 34 7 Appendices .............................................................................................................................................................. 36 7.1 Map of California Climate Zones ......................................................................................................................................... 36 7.2 Utility Rate Schedules ......................................................................................................................................................... 37 7.2.1 Pacific Gas & Electric .................................................................................................................................................. 38 7.2.2 Southern California Edison ......................................................................................................................................... 43 7.2.3 Southern California Gas .............................................................................................................................................. 46 7.2.4 San Diego Gas & Electric............................................................................................................................................ 48 7.2.5 City of Palo Alto Utilities .............................................................................................................................................. 53 7.2.6 Sacramento Municipal Utilities District (Electric Only) ................................................................................................. 55 7.2.7 Fuel Escalation Assumptions ...................................................................................................................................... 57 7.3 Cost Details......................................................................................................................................................................... 58 7.4 PG&E Gas Infrastructure Cost Memo ................................................................................................................................. 59 7.5 Central Heat Pump Water Heater Comparison ................................................................................................................... 62 7.6 Summary of Measures by Package .................................................................................................................................... 63 Cost-Effectiveness Analysis: Multifamily New Construction LIST OF TABLES Table ES-1. Summary of Efficiency TDV Compliance Margins and Cost-Effectiveness ....................................................................... 3 Table 1. Utility Tariffs Used Based on Climate Zone ............................................................................................................................ 8 Table 2. Prototype Characteristics ........................................................................................................................................................ 9 Table 3. Base Case Characteristics of the Prototypes ........................................................................................................................ 10 Table 4. Base Package PV Capacities (kW-DC) ................................................................................................................................ 10 Table 5. Incremental Cost Assumptions ............................................................................................................................................. 13 Table 6. Heat Pump Water Heater Incremental System Costs (Present Value (2023$)) .................................................................... 16 Table 7. Heat Pump Space Heater Costs per Dwelling Unit (Present Value (2023$) ......................................................................... 16 Table 8. Lifetime of Water Heating & Space Conditioning Equipment Measures ............................................................................... 17 Table 9. IOU Natural Gas Infrastructure Cost Savings for All-Electric Building................................................................................... 18 Table 10. Multifamily IOU Total Natural Gas Infrastructure Costs ...................................................................................................... 18 Table 11. Multifamily CPAU Total Natural Gas Infrastructure Costs ................................................................................................... 18 Table 12. 3-Story Cost-Effectiveness Results per Dwelling Unit: All-Electric Prescriptive Code ......................................................... 21 Table 13. 5-Story Cost-Effectiveness Results per Dwelling Unit: All-Electric Prescriptive Code ......................................................... 22 Table 14. 3-Story Cost-Effectiveness Results per Dwelling Unit: All-Electric 100% PV ...................................................................... 23 Table 15. 5-Story Cost-Effectiveness Results per Dwelling Unit: All-Electric 100% PV ...................................................................... 24 Table 16. 3-Story Cost-Effectiveness Results per Dwelling Unit: Mixed Fuel Efficiency ..................................................................... 25 Table 17. 5-Story Cost-Effectiveness Results per Dwelling Unit: Mixed Fuel Efficiency ..................................................................... 26 Table 18. 3-Story Cost-Effectiveness Results per Dwelling Unit: Mixed Fuel Efficiency + PV + Battery ............................................. 27 Table 19. 5-Story Cost-Effectiveness Results per Dwelling Unit: Mixed Fuel Efficiency + PV ............................................................ 28 Table 20. On-Bill IOU Cost-Effectiveness Comparison with CARE Tariffs, Results per Dwelling Unit: All-Electric Prescriptive Code 29 Table 21. On-Bill IOU Cost-Effectiveness Comparison with CARE Tariffs, Results per Dwelling Unit: Mixed Fuel Packages ........... 29 Table 22. Summary of Efficiency TDV Compliance Margins and Cost-Effectiveness ......................................................................... 33 Table 23. PG&E Baseline Territory by Climate Zone .......................................................................................................................... 38 Table 24. PG&E Monthly Gas Rate ($/therm) ..................................................................................................................................... 38 Table 25. PG&E Monthly CARE (GL-1) Gas Rate ($/therm)............................................................................................................... 39 Table 26: SCE Baseline Territory by Climate Zone ............................................................................................................................ 43 Table 27. SoCalGas Baseline Territory by Climate Zone ................................................................................................................... 46 Table 28. SoCalGas Monthly Gas Rate ($/therm) .............................................................................................................................. 46 Table 29. SDG&E Baseline Territory by Climate Zone ....................................................................................................................... 48 Cost-Effectiveness Analysis: Multifamily New Construction Table 30. SDG&E Monthly Gas Rate ($/therm) .................................................................................................................................. 48 Table 31. CPAU Monthly Gas Rate ($/therm) ..................................................................................................................................... 53 Table 32: Real Utility Rate Escalation Rate Assumptions ................................................................................................................... 57 Table 33. Heat Pump Water Heater First Costs per Building (Present Value (2023$)) ....................................................................... 58 Table 34. Heat Pump Space Heater First Costs per Dwelling Unit (Present Value (2023$) ............................................................... 58 Table 35. 5-Story Cost-Effectiveness: All-Electric Prescriptive Code with R-134a Heat Pump Water Heater .................................... 62 Table 36. Mixed Fuel Efficiency Package Measures .......................................................................................................................... 63 Table 37. Upgrade Package PV Capacities (kW-DC) ......................................................................................................................... 64 LIST OF FIGURES Figure 1. 3-Story greenhouse gas reductions (metric tons) per dwelling unit ..................................................................................... 31 Figure 2. 5-Story greenhouse gas savings (metric tons) per dwelling unit .......................................................................................... 31 Figure 3. Map of California climate zones. .......................................................................................................................................... 36 Cost-Effectiveness Analysis: Multifamily New Construction Executive Summary 1 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Executive Summary The California Codes and Standards (C&S) Reach Codes program provides technical support to local governments considering adopting a local ordinance (reach code) intended to support meeting local and/or statewide energy efficiency and greenhouse gas (GHG) reduction goals. The program facilitates adoption and implementation of the code when requested by local jurisdictions by providing resources such as cost-effectiveness studies, model language, sample findings, and other supporting documentation. This report documents cost-effective combinations of measures that exceed the minimum state requirements, the 2022 Building Energy Efficiency Standards (Title 24, Part 6 or Energy Code), effective January 1, 2023, for newly constructed multifamily buildings. The analysis considers low-rise and mid-rise multifamily building types and evaluates mixed fuel and all-electric package options in all sixteen California climate zones (CZs) Packages include a code compliant electrification package and a mixed fuel efficiency package, as well as the addition of above-code on-site solar photovoltaic (PV) capacity and battery energy storage. The 2022 Energy Code established electric heat pumps as the prescriptive baseline for space heating in most climate zones. As a result, this analysis primarily focuses on the electrification of central water heating. Space heating electrification was also evaluated where the prescriptive heat pump baseline didn’t apply: In Climate Zone 16 for multifamily buildings three habitable stories or fewer, and Climate Zones 1 and 16 for multifamily buildings greater than three habitable stories. This analysis used two different metrics to assess the cost-effectiveness of the proposed upgrades. Both methodologies require estimating and quantifying the incremental costs and energy savings associated with each energy efficiency measure over a 30-year analysis period. On-Bill cost-effectiveness is a customer-based lifecycle cost (LCC) approach that values energy based upon estimated site energy usage and customer utility bill savings using today’s electricity and natural gas utility tariffs. Time Dependent Valuation (TDV) is the California Energy Commission’s LCC methodology, which is intended to capture the long-term projected cost of energy including costs for providing energy during peak periods of demand, carbon emissions, grid transmission and distribution impacts. This is the methodology used by the Energy Commission in evaluating cost-effectiveness for efficiency measures in Title 24, Part 6. Two multifamily prototypes were evaluated in this study. A 3-story loaded corridor and a 5-story mixed use prototype, which combined are estimated to represent 91 percent of new multifamily construction in California. The following summarizes key results from the study: • The Reach Codes Team found all-electric new construction to be feasible and cost-effective based on the California Energy Commission’s Time Dependent Valuation (TDV) metric in all cases. In many cases all- electric prescriptive code construction results in an increase in utility costs and is not cost-effective On-Bill. Some exceptions include the SMUD and CPAU territories where lower electricity rates relative to gas rates result in lower overall utility bills. • All-electric packages have lower GHG emissions than mixed fuel packages in all cases, due to the clean power sources currently available from California’s power providers. • The 2022 Energy Code’s new source energy metric combined with the heat pump space heating baseline in most climate zones encourages all-electric construction. While the code does not include an electric baseline for water heating, the penalty for central electric water heating observed in the performance approach in past code cycles has been removed and a credit is provided for well-designed central heat pump water heaters in most cases. • Electrification combined with increased PV capacity results in utility cost savings and was found to be On-Bill cost-effective in all cases. • The results in this study are based on today’s net energy metering (NEM 2.0) rules and do not account for recently approved changes to the NEM tariff (referred to as the net billing tariff). The net billing tariff decreases the value of PV to the consumer as compared to NEM 2.0. As a result, the cost-effectiveness of the packages that include above-code PV capacity is expected to be less under the net billing tariff. Conversely, the net Cost-Effectiveness Analysis: Multifamily New Construction Executive Summary 2 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 billing tariff is expected to increase On-Bill cost-effectiveness of the all-electric prescriptive code scenario. An all-electric home has better on-site utilization of generated electricity from PV than a mixed fuel home with a similar sized PV system, and as a result exports less electricity to the grid. Since the net-billing tariff values exports less than under NEM 2.0, the relative impact on annual utility costs to the mixed fuel baseline is greater. • This analysis does justify a modest reach based on either efficiency TDV or source energy for all-electric buildings. However, this may be challenging for some projects given the recent changes to which the industry must adapt, including the efficiency updates and multifamily restructuring in the 2022 Title 24, Part 6 code. While project compliance margins using a CO2 refrigerant heat pump water heating system are high, the Reach Code Team found lower compliance margins using other heat pump water heater system designs. Focusing on supporting projects to electrify water heating is expected to support the market shift towards more central heat pump water heaters. • For jurisdictions interested in a reach code that allows for mixed fuel buildings, a mixed fuel efficiency and PV package (and battery for the 3-story prototype) was found to be cost-effective based on TDV in all cases and cost-effective On-Bill in most climate zones. This path, referred to as “Electric-Preferred”, allows for mixed fuel buildings but requires a higher building performance than for all-electric buildings. The efficiency measures evaluated in this study did not provide significant compliance benefit. As a result, the Reach Codes Team recommends establishing a compliance margin target based on source energy or total TDV. This would allow for PV and battery above minimum code requirements to be used to meet the target. • Jurisdictions interested in increasing affordable multifamily housing should know that applying the CARE rates has the overall impact of increasing utility cost savings for an all-electric building in most climate zones compared to a code compliant mixed fuel building, improving On-Bill cost-effectiveness. Table ES-1 summarizes results for each prototype and depicts the efficiency TDV compliance margins achieved for each climate zone and package. All results presented in the table have a positive compliance margin (greater than zero percent). Cells highlighted in green depict cases with a positive compliance margin and cost-effective results using both On-Bill and TDV approaches. Cells highlighted in yellow depict cases with a positive compliance margin and cost- effective results using either the On-Bill or TDV approach. Cells not highlighted depict cases with a positive compliance margin but that were not cost-effective using either the On-Bill or TDV approach. Cost-Effectiveness Analysis: Multifamily New Construction Executive Summary 3 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table ES-1. Summary of Efficiency TDV Compliance Margins and Cost-Effectiveness Climate Zone Electric /Gas Utility 3-Story 5-Story All-Electric Prescriptive Code All- Electric + PV Mixed Fuel Efficiency Mixed Fuel Efficiency + PV + Battery All-Electric Prescriptive Code All- Electric + PV Mixed Fuel Efficiency Mixed Fuel Efficiency + PV CZ01 PGE 26% 26% 1% 1% 14% 14% 0% 0% CZ02 PGE 20% 20% 1% 1% 9% 9% 1% 1% CZ03 PGE 21% 21% 1% 1% 11% 11% 0% 0% CZ04 PGE 18% 18% 1% 1% 9% 9% 1% 1% CZ04 CPAU 18% 18% 1% 1% 9% 9% 1% 1% CZ05 PGE 23% 23% 1% 1% 12% 12% 0% 0% CZ05 PGE/SCG 23% 23% 1% 1% 12% 12% 0% 0% CZ06 SCE/SCG 18% 18% 1% 1% 9% 9% 0% 0% CZ07 SDGE 20% 20% 0% 0% 11% 11% 0% 0% CZ08 SCE/SCG 13% 13% 1% 1% 8% 8% 1% 1% CZ09 SCE 13% 13% 1% 1% 7% 7% 1% 1% CZ10 SCE/SCG 14% 14% 3% 3% 7% 7% 2% 2% CZ10 SDGE 14% 14% 3% 3% 7% 7% 2% 2% CZ11 PGE 14% 14% 3% 3% 8% 8% 2% 2% CZ12 PGE 17% 17% 2% 2% 9% 9% 2% 2% CZ12 SMUD/PGE 17% 17% 2% 2% 9% 9% 2% 2% CZ13 PGE 13% 13% 4% 4% 7% 7% 2% 2% CZ14 SCE/SCG 13% 13% 3% 3% 6% 6% 2% 2% CZ14 SDGE 13% 13% 3% 3% 6% 6% 2% 2% CZ15 SCE/SCG 5% 5% 5% 5% 3% 3% 3% 3% CZ16 PG&E 24% 24% 5% 5% 9% 9% 2% 2% Local jurisdictions may also adopt ordinances that amend different Parts of the California Building Standards Code or may elect to amend other state or municipal codes. The decision regarding which code to amend will determine the specific requirements that must be followed for an ordinance to be legally enforceable. Reach codes that amend Part 6 of the CA Building Code and require energy performance (including PV and storage) beyond state code minimums must demonstrate that the proposed changes are cost-effective and obtain approval from the Energy Commission prior to filing with the BSC. Model ordinance language and other resources are posted on the C&S Reach Codes Program website at LocalEnergyCodes.com. Local jurisdictions that are considering adopting an ordinance may contact the program for further technical support at info@localenergycodes.com. Cost-Effectiveness Analysis: Multifamily New Construction Introduction 4 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 1 Introduction This report documents cost-effective combinations of measures that exceed the minimum state requirements, the 2022 Building Energy Efficiency Standards, effective January 1, 2023, for newly constructed multifamily buildings. This report was developed in coordination with the California Statewide Investor-Owned Utilities (CA IOUs) Codes and Standards Program, key consultants, and engaged cities—collectively known as the Reach Codes Team. The CA IOU Codes and Standards Program is comprised of IOUs representatives from Pacific Gas and Electric (PG&E), Southern California Edison (SCE) and San Diego Gas and Electric (SDG&E) and two Publicly-Owned-Utilities (POUs) – Sacramento Municipal Utility District (SMUD) and City of Palo Alto Utilities (CPAU), The analysis considers low-rise and mid-rise multifamily building types and evaluates mixed fuel and all-electric package options in all sixteen California climate zones (CZs)1 Packages include combinations of efficiency measures, on-site renewable energy, and battery energy storage. The California Building Energy Efficiency Standards Title 24, Part 6 (Energy Code) (California Energy Commission, 2022a) is maintained and updated every three years by two state agencies: the California Energy Commission (Energy Commission) and the Building Standards Commission (BSC). In addition to enforcing the code, local jurisdictions have the authority to adopt local energy efficiency ordinances—or reach codes—that exceed the minimum standards defined by Title 24 (as established by Public Resources Code Section 25402.1(h)2 and Section 10-106 of the Building Energy Efficiency Standards (California Energy Commission, 2022a)). Local jurisdictions must demonstrate that the requirements of the proposed ordinance are cost-effective and do not result in buildings consuming more energy than is permitted by Title 24. In addition, the jurisdiction must obtain approval from the Energy Commission and file the ordinance with the BSC for the ordinance to be legally enforceable. The Department of Energy (DOE) sets minimum efficiency standards for equipment and appliances that are federally regulated under the National Appliance Energy Conservation Act, including heating, cooling, and water heating equipment (E-CFR, 2020). Since state and local governments are prohibited from adopting higher minimum efficiencies than the federal standards require, the focus of this study is to identify and evaluate cost-effective packages that do not include high efficiency heating, cooling, and water heating equipment. High efficiency appliances are often the easiest and most affordable measures to increase energy performance. While federal preemption limits reach code mandatory requirements for covered appliances, in practice, builders may install any package of compliant measures to achieve the performance requirements. 1 See Appendix 7.1 Map of California Climate Zones for a graphical depiction of climate zone locations. Cost-Effectiveness Analysis: Multifamily New Construction Methodology and Assumptions 5 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 2 Methodology and Assumptions 2.1 Analysis for Reach Codes This section describes the approach to calculating cost-effectiveness including benefits, costs, metrics, and utility rate selection. 2.1.1 Modeling The Reach Codes Team performed energy simulations using software approved for 2022 Title 24 Code compliance analysis, CBECC 2022.2.0. Using the 2022 baseline as the starting point, prospective energy efficiency measures were identified and modeled to determine the projected site energy (therm and kWh) and compliance impacts. Annual utility costs were calculated using hourly data output from CBECC, and electricity and natural gas tariffs for each of the investor-owned utilities (IOUs). This analysis focused on residential apartments only (a prior study and report analyzed the cost-effectiveness of above code packages for nonresidential buildings (Statewide Reach Codes Team, 2022b). The Statewide Reach Codes Team selected measures for evaluation based on the single family 2022 reach code analysis (Statewide Reach Codes Team, 2022a) and the multifamily 2019 reach code analysis [ (Statewide Reach Codes Team, 2020), (Statewide Reach Codes Team, 2021)] as well as experience with and outreach to architects, builders, and engineers. 2.1.2 Cost-Effectiveness 2.1.2.1 Benefits This analysis used two different metrics to assess the cost-effectiveness of the proposed upgrades. Both methodologies require estimating and quantifying the incremental costs and energy savings associated with each energy efficiency measure. The main difference between the methodologies is the manner in which they value energy and thus the cost savings of reduced or avoided energy use: Utility Bill Impacts (On-Bill): This customer-based lifecycle cost (LCC) approach values energy based upon estimated site energy usage and customer utility bill savings using the latest electricity and natural gas utility tariffs available at the time of writing this report. Total savings are estimated over a 30-year duration and include discounting of future utility costs and energy cost inflation. Time Dependent Valuation (TDV): This reflects the Energy Commission’s current LCC methodology, which is intended to capture the total value or cost of energy use over 30 years. This method accounts for long-term projected costs, such as the cost of providing energy during peak periods of demand, costs for carbon emissions, and grid transmission and distribution impacts. This metric values energy use differently depending on the fuel source (natural gas, electricity, and propane), time of day, and season. Electricity used (or saved) during peak periods has a much higher value than electricity used (or saved) during off-peak periods due to the less inefficient energy generation sources providing peak electricity (Horii, Cutter, Kapur, Arent, & Conotyannis, 2014). This is the methodology used by the Energy Commission in evaluating cost-effectiveness for efficiency measures in the 2022 Energy Code. 2.1.2.2 Costs The Reach Codes Team assessed the incremental costs of the measures and packages over a 30-year lifecycle. Incremental costs represent the equipment, installation, replacements, and maintenance costs of the proposed measure relative to the 2022 Energy Code minimum requirements or standard industry practices. Present value of replacement cost is included for measures with lifetimes less than the evaluation period. 2.1.2.3 Metrics Cost-effectiveness is presented using net present value (NPV) and benefit-to-cost (B/C) ratio metrics. NPV: The lifetime NPV is reported as a cost-effectiveness metric, Equation 1 demonstrates how this is calculated. If the NPV of a measure or package is positive, it is considered cost-effective. A negative values represent net costs. Cost-Effectiveness Analysis: Multifamily New Construction Methodology and Assumptions 6 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 B/C Ratio: This is the ratio of the present value (PV) of all benefits to the present value of all costs over 30 years (PV benefits divided by PV costs). The criteria benchmark for cost-effectiveness is a B/C ratio greater than one. A value of one indicates the NPV of the savings over the life of the measure is equivalent to the NPV of the lifetime incremental cost of that measure. A value greater than one represents a positive return on investment. The B/C ratio is calculated according to Equation 2. Equation 1 𝑁𝑁𝑁𝑁𝑁𝑁=𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑙𝑙𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙 𝑏𝑏𝑙𝑙𝑏𝑏𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙−𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑙𝑙𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙 𝑐𝑐𝑜𝑜𝑐𝑐𝑙𝑙 Equation 2 𝐵𝐵𝑙𝑙𝑏𝑏𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙−𝑙𝑙𝑜𝑜−𝐶𝐶𝑜𝑜𝑐𝑐𝑙𝑙 𝑅𝑅𝑅𝑅𝑙𝑙𝑙𝑙𝑜𝑜=𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑙𝑙𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙 𝑏𝑏𝑙𝑙𝑏𝑏𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑙𝑙𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙 𝑐𝑐𝑜𝑜𝑐𝑐𝑙𝑙 Improving the efficiency of a project often requires an initial incremental investment. In most cases the benefit is represented by annual On-Bill utility or TDV savings, and the cost is represented by incremental first cost and replacement costs. Some packages result in initial construction cost savings (negative incremental cost), and either energy cost savings (positive benefits), or increased energy costs (negative benefits). In cases where both construction costs and energy-related savings are negative, the construction cost savings are treated as the ‘benefit’ while the increased energy costs are the ‘cost.’ In cases where a measure or package is cost-effective immediately (i.e., upfront construction cost savings and lifetime energy cost savings), B/C ratio cost-effectiveness is represented by “>1”. The lifetime costs or benefits are calculated according to Equation 3. Equation 3 𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑙𝑙𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙 𝑐𝑐𝑜𝑜𝑐𝑐𝑙𝑙 𝑜𝑜𝑜𝑜 𝑏𝑏𝑙𝑙𝑏𝑏𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙=�(𝐴𝐴𝑏𝑏𝑏𝑏𝐴𝐴𝑅𝑅𝑙𝑙 𝑐𝑐𝑜𝑜𝑐𝑐𝑙𝑙 𝑜𝑜𝑜𝑜 𝑏𝑏𝑙𝑙𝑏𝑏𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙)𝑡𝑡(1 +𝑜𝑜)𝑡𝑡𝑛𝑛 𝑡𝑡=0 Where: • n = analysis term in years • r = discount rate The following summarizes the assumptions applied in this analysis to both methodologies. • Analysis term of 30 years • Real discount rate of three percent TDV is a normalized monetary format and there is a unique procedure for calculating the present value benefit of TDV energy savings. The present value of the energy cost savings in dollars is calculated by multiplying the TDV savings (reported by the CBECC simulation software) by a NPV factor developed by the Energy Commission (see E3’s 2022 TDV report for details (Energy + Environmental Economics, 2020)). The 30-year residential NPV factor is $0.173/kTDV for the 2022 Energy Code. Equation 4 𝑇𝑇𝑇𝑇𝑁𝑁 𝑁𝑁𝑁𝑁 𝑜𝑜𝑜𝑜 𝑙𝑙𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙𝑙 𝑏𝑏𝑙𝑙𝑏𝑏𝑙𝑙𝑜𝑜𝑙𝑙𝑙𝑙= 𝑇𝑇𝑇𝑇𝑁𝑁 𝑙𝑙𝑏𝑏𝑙𝑙𝑜𝑜𝑒𝑒𝑒𝑒 𝑐𝑐𝑅𝑅𝑠𝑠𝑙𝑙𝑏𝑏𝑒𝑒𝑐𝑐 ∗ 𝑁𝑁𝑁𝑁𝑁𝑁 𝑜𝑜𝑅𝑅𝑐𝑐𝑙𝑙𝑜𝑜𝑜𝑜 2.1.3 Utility Rates In coordination with the CA IOU rate team (comprised of representatives from PG&E, SCE, SDG&E, SMUD, and CPAU), the Reach Codes Team determined appropriate utility rates for each climate zone in order to calculate utility costs and determine On-Bill cost-effectiveness for the proposed measures and packages. The utility tariffs, summarized in Table 1, were determined based on the most prevalent active rate in each territory. Utility rates were applied to each climate zone based on the predominant IOU serving the population of each zone, with a few climate zones evaluated multiple times under different utility scenarios. Climate Zones 10 and 14 were evaluated with both Cost-Effectiveness Analysis: Multifamily New Construction Methodology and Assumptions 7 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 SCE for electricity and Southern California Gas Company (SoCalGas) for gas and SDG&E tariffs for both electricity and gas since each utility has customers within these climate zones. Climate Zone 5 is evaluated under both PG&E and SoCalGas natural gas rates. Two POU or municipal utility rates were also evaluated: SMUD in Climate Zone 12 and CPAU in Climate Zone 4. For the IOUs in-unit gas was evaluated under the G1 rate and central gas for water heating was evaluated under the relevant master metered gas tariff, GM. Electricity use for central water heating was evaluated using the residential TOU rates. The water heating utility bill was calculated separately from the in-unit electricity bill. Photovoltaic (PV) and battery energy storage benefits were applied according to virtual net energy metering (VNEM) rules.2 PV was first assigned to the central water heating meter to offset 100 percent of the electricity use. The remaining PV and all of the battery impacts were then split evenly across the apartment meters. The same approach was applied for CPAU and SMUD using the rates described in Table 1. The multifamily prototypes used in this analysis include common area spaces that serve the residents (lobby, leasing office, corridors, etc.). Most of the energy use for these spaces could not be separated from that for the dwelling units within the CBECC model. As a result, average per dwelling unit hourly energy use was calculated to include both the dwelling unit and common space energy use. First-year utility costs were calculated using hourly electricity and natural gas output from CBECC and applying the utility tariffs summarized in Table 1. Annual costs were also estimated for customers eligible for the CARE tariff discounts on both electricity and natural gas bills. The CARE tariff was only applied to the in-unit apartment meters. Appendix 7.2 Utility Rate Schedules includes details of each utility tariff. For cases with PV generation, the approved NEM 2.0 tariffs were applied along with minimum daily use billing and mandatory non-bypassable charges. In December the California Public Utilities Commission (CPUC) issued a decision adopting a net billing tariff (NBT) as a successor to NEM 2.0 that will go into effect April of 2023 3 Given the recent timing of this decision there was not time to incorporate these changes into this analysis. The Reach Codes Team conducted a limited sensitivity analysis on the impacts of NBT relative to NEM 2.0 on utility bills. It was found that utility costs will increase for all homes with PV systems; however, the increase was less for an all-electric building compared to a mixed fuel building with a similarly sized PV system. As a result of better onsite utilization of PV generation and thus fewer exports to the grid, the Reach Codes Team expects the cost-effectiveness for the electrification scenarios for the all-electric home evaluated in this report to improve under NBT. Conversely, cost-effectiveness of increasing PV capacity is expected to be reduced under NBT. 2 PG&E: https://www.pge.com/tariffs/assets/pdf/tariffbook/ELEC_SCHEDS_NEM2V.pdf SDG&E: https://tariff.sdge.com/tm2/pdf/tariffs/ELEC_ELEC-SCHEDS_NEM-V-ST.pdf SCE: https://edisonintl.sharepoint.com/teams/Public/TM2/Shared%20Documents/Forms/AllItems.aspx?ga=1&id=%2Fteams %2FPublic%2FTM2%2FShared%20Documents%2FPublic%2FRegulatory%2FTariff%2DSCE%20Tariff%20Books%2F Electric%2FSchedules%2FOther%20Rates%2FELECTRIC%5FSCHEDULES%5FNEM%2DV%2DST%2Epdf&parent= %2Fteams%2FPublic%2FTM2%2FShared%20Documents%2FPublic%2FRegulatory%2FTariff%2DSCE%20Tariff%20 Books%2FElectric%2FSchedules%2FOther%20Rates 3 https://www.cpuc.ca.gov/nemrevisit Cost-Effectiveness Analysis: Multifamily New Construction Methodology and Assumptions 8 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 1. Utility Tariffs Used Based on Climate Zone Climate Zones Electric / Gas Utility Electricity Natural Gas IOUs 1-5,11-13,16 PG&E / PG&E E-TOU Option C G1 (in-unit) & GM (central water heating)1 5 PG&E / SoCalGas E-TOU Option C GM 6, 8-10, 14, 15 SCE / SoCalGas TOU-D Option 4-9 GM 7, 10, 14 SDG&E / SDG&E TOU-DR-1 GM POUs 4 CPAU / CPAU E-1 (in-unit) & E-2 (central water heating) G-2 12 SMUD / PG&E R-TOD, RT02 (in-unit) & RSMM (central water heating) GM 1G1 rate applied to gas use within the apartment units, which only occurs in Climate Zones 1 and 16, see Section 3 for details. GM rate applied to gas use for central water heating. Utility rates are assumed to escalate over time according to the assumptions from the CPUC 2021 En Banc hearings on utility costs through 2030 (California Public Utilities Commission, 2021a). Escalation rates through the remainder of the 30-year evaluation period are based on the escalation rate assumptions within the 2022 TDV factors. See Appendix 7.2.7 Fuel Escalation Assumptions for details. 2.2 2022 T24 Compliance Metrics 2022 Title 24, Part 6 Section 170.1 defines the energy budget of the building based on source energy and TDV energy for space-conditioning, indoor lighting, mechanical ventilation, PV and battery storage systems, service water heating and covered process loads. In 2022, the Energy Commission introduced the new compliance metric of source energy, which differs by fuel source (as does TDV) and is a reasonable proxy for greenhouse gas emissions. Additionally, for multifamily buildings four habitable stories and higher prescriptive requirements for PV and battery systems were also introduced. This led to the need to differentiate an efficiency compliance metric, which ensured that the building met minimum efficiency standards, and a total energy compliance metric which incorporated the PV and battery standards. In order to be compliant with the building code a building needs to comply with all three compliance metrics described below: • Efficiency TDV. Efficiency TDV accounts for all regulated end-uses but does not include the impacts of PV and battery storage. • Total TDV. Total TDV includes regulated end-uses and accounts for PV and battery storage contributions. • Source Energy. Source energy is based on fuel used for power generation and distribution. 2.3 Greenhouse Gas Emissions The analysis reports the greenhouse gas (GHG) emission estimates based on assumptions within CBECC. There are 8,760 hourly multipliers accounting for time dependent energy use and carbon based on source emissions, including renewable portfolio standard projections. There are two series of multipliers—one for Northern California climate zones, and another for Southern California climate zones.4 GHG emissions are reported as average annual metric tons of CO2 equivalent over the 30-year building lifetime. 4 CBECC multipliers are the same for CZs 1-5 and 11-13 (Northern California), while there is another set of multipliers for CZs 6-10 and 14-16 (Southern California). Cost-Effectiveness Analysis: Multifamily New Construction Prototypes, Measure Packages, and Costs 9 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 3 Prototypes, Measure Packages, and Costs This section describes the prototypes, measures, costs, and the scope of analysis drawing from previous reach code research where appropriate. 3.1 Prototype Characteristics The Energy Commission defines building prototypes which it uses to evaluate the cost-effectiveness of proposed changes to Title 24 requirements. There are 4 multifamily prototypes used in code development: a 2-story garden style, a 3-story loaded corridor, a 5-story mixed use and a 10-story mixed use. Based on work completed for the 2022 Title 24 code development, the 3-story and the 5-story represent 33 percent and 58 percent, respectively, of new multifamily construction in California. As a result, these two prototypes are used in this analysis. Additional details on all four prototypes can be found in the Multifamily Prototypes Report (TRC, 2019). Table 2 describes the basic characteristics of each prototype. Table 2. Prototype Characteristics Characteristic 3-Story Loaded Corridor 5-Story Mixed Use Conditioned Floor Area 39,372 ft2 113,100 ft2 total: 33,660 ft2 nonresidential 79,440 ft2 residential Num. of Stories 3 6 Stories total: 1 story parking garage (below grade) 1 story of nonresidential space 4 stories of residential space Num. of Bedrooms (6) Studio (12) 1-bed (12) 2-bed (6) 3-bed (8) studios (40) 1-bed units (32) 2-bed units (8) 3-bed units Window-to-Wall Area Ratio 25% 25% Wall Type Wood framed Wood frame over a first-floor concrete podium Roof Type Flat roof Flat roof Foundation Slab-on-grade Concrete podium with underground parking The methodology used in the analyses for each of the prototypical building types begins with a design that precisely meets the minimum 2022 prescriptive requirements.5 Table 170.2-A and 170.2-B in the 2022 Standards (California Energy Commission, 2022a) list the prescriptive measures that determine the baseline design in each climate zone. Other features are designed to meet, but not exceed, the minimum requirements and are consistent with the Standard Design in the ACM Reference Manual (California Energy Commission, 2022c). The analysis also assumed electric resistance cooking in the apartment units to reflect current market data. The 3-story building prototype includes a central laundry facility, and the 5-story assumes laundry in the units. Laundry equipment was assumed to be electric in all cases; electrification of laundry equipment was not addressed in this study. The nonresidential 2022 reach code analysis (Statewide Reach Codes Team, 2022b) did consider electrification of central laundry facilities within the small hotel prototype. Table 3 describes characteristics as they were applied to the base case energy model in this analysis. In a shift from the 2019 Standards, the 2022 Standards define a prescriptive fuel source for space heating establishing an electric 5Due to planned software updates to how the prescriptive requirements are applied in the Standard Design and challenges for certain space types with sizing heating and cooling equipment the same in the Proposed Design as in the Standards, the results compliance margins for the base case models were not exactly zero percent.. Cost-Effectiveness Analysis: Multifamily New Construction Prototypes, Measure Packages, and Costs 10 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 heat pump baseline in all climate zones except 16 for multifamily buildings three habitable stories and fewer and 1 and 16 for multifamily buildings four habitable stories and greater. Table 3. Base Case Characteristics of the Prototypes Characteristic 3-Story Loaded Corridor 5-story Mixed Use Space Heating/Cooling1 Individual split systems with ducts in conditioned space CZ 1-15: Heat pump CZ 16: Natural gas furnace with air conditioner Individual split systems with ducts in conditioned space CZ2-15: Heat pump CZ1, 16: Dual-fuel heat pump with natural gas backup Ventilation Individual balanced fans, continuously operating Individual balanced fans, continuously operating Water Heater1 Natural gas central boiler with solar thermal sized to meet the prescriptive requirements by climate zone. Natural gas central boiler with solar thermal sized to meet the prescriptive requirements by climate zone. Hot Water Distribution Central recirculation Central recirculation Cooking Electric Electric Clothes Drying Electric (central) Electric (in-unit) PV System Sized according to the prescriptive requirements in Equation 170.2-C of the 2022 Title 24 Standards. Size differs by climate zone ranging from 1.60 kW to 2.90 kW per dwelling unit, see Table 4. Sized according to the prescriptive requirements in Equation 170.2-D of the 2022 Title 24 Standards. Size differs by climate zone ranging from 2.26 kW to 3.34 kW per dwelling unit, see Table 4. Battery System None None 1 Equipment efficiencies are equal to minimum federal appliance efficiency standards. Table 4 summarizes the PV capacities for the base case packages. Table 4. Base Package PV Capacities (kW-DC) Climate Zone Base Package 3-Story 5-Story CZ01 2.00 2.26 CZ02 1.79 2.68 CZ03 1.70 2.26 CZ04 1.75 2.68 CZ05 1.60 2.26 CZ06 1.77 2.68 CZ07 1.67 2.68 CZ08 1.91 2.68 CZ09 1.92 2.68 CZ10 1.98 2.68 CZ11 2.21 2.68 CZ12 1.96 2.68 CZ13 2.33 2.68 CZ14 1.94 2.68 CZ15 2.90 3.34 CZ16 1.76 2.26 Cost-Effectiveness Analysis: Multifamily New Construction Prototypes, Measure Packages, and Costs 11 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 3.2 Measure Definitions and Costs Measures evaluated in this study fall into two categories: those associated with general efficiency, onsite generation, and demand flexibility and those associated with building electrification. The Reach Codes Team selected measures based on cost-effectiveness as well as decades of experience with residential architects, builders, and engineers along with general knowledge of the relative consumer acceptance of many measures. This analysis focused on measures that impacted the residential dwelling units only. The following sections describe the details and incremental cost assumptions for each of the measures. Incremental costs represent the equipment, installation, replacement, and maintenance costs of the proposed measures relative to the base case. Replacement costs are applied for roofs, mechanical equipment, PV inverters and battery systems over the 30-year evaluation period. Incremental maintenance costs are estimated for PV systems, but not any other measures. Costs were estimated to reflect costs to the building owner. All costs are provided as present value in 2023 (2023 PV$). The Reach Codes Team obtained measure costs from distributors, contractors, literature review, and online sources such as Home Depot and RS Means. Contractor markups are incorporated. These are the Reach Codes Team best estimate of average costs statewide. Regional variation in costs is not accounted for, although it's recognized that local costs may differ. Cost increases due to recent high inflation rates and supply chain delays are not included. 3.2.1 Efficiency, Solar PV, and Batteries The following are descriptions of each of the efficiency, PV, and battery measures evaluated under this analysis and applied in at least one of the packages presented in this report. Table 5 summarizes the incremental cost assumptions for each of these measures. These measures were evaluated for all climate zones but were ultimately adopted in a subset of climate zones based on cost-effectiveness outcomes. Lower U-Factor Fenestration: Reduce window U-factor to 0.24. The prescriptive U-factor is 0.30 in all climate zones except Climate Zones 7 and 8 where it is 0.34. This measure is included in Climate Zone 16 only. Cool Roof: Install a roofing product that’s rated by the Cool Roof Rating Council to have an aged solar reflectance (ASR) equal to or greater than 0.70. Low-sloped roofs were assumed in all cases. The 2022 Title 24 specifies a prescriptive ASR of 0.63 for Climate Zones 9 through 11 and 13 through 15. This measure is included in Climate Zones 9 through 15. Low Pressure Drop Ducts: Upgrade the duct distribution system to reduce external static pressure and meet a maximum fan efficacy of 0.35 Watts per cfm. This may involve upsizing ductwork, reducing the total effective length of ducts, and/or selecting low pressure drop components such as filters. Fan watt draw must be verified by a HERS rater according to the procedures outlined in the 2022 Reference Appendices RA3.3 (California Energy Commission, 2022b). This measure is included in Climate Zones 1 and 10 through 16. Verified Low Leakage Ducts in Conditioned Space: Seal the ducts to achieve a measured leakage no greater than 25 cfm leakage to outside. This may be verified using a guarded blower door test to isolate leakage to outside. Alternatively, this can also be satisfied by demonstrating that total leakage is not greater than 25 cfm. Ducts are assumed to already be located in conditioned space in the baseline. This measure is included in all climate zones. Solar PV: Installation of on-site PV is required in the 2022 residential code unless an exception is met. The PV sizing methodology in each package was developed to offset annual building electricity use and avoid oversizing which would violate net energy metering (NEM) rules.6 In all cases, PV is evaluated in CBECC according to the California Flexible Installation (CFI) assumptions. This measure is included in all climate zones. Battery Energy Storage: A battery system was evaluated in CBECC-Res with control type set to “Time-of-Use” and with default efficiencies of 95% for both charging and discharging. This control option assumes the battery system will 6 NEM rules apply to the IOU territories only. Cost-Effectiveness Analysis: Multifamily New Construction Prototypes, Measure Packages, and Costs 12 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 charge or discharge based on a utility tariff time-of use signal. To qualify, the battery system must meet the requirements outlined in the 2022 Reference Appendices JA12.2.3.2 (California Energy Commission, 2022b). This measure is included in all climate zones but only for the 3-story prototype. A 100kWh battery was applied following the battery sizing requirements for multifamily buildings more than three habitable stories per Equation 170.2-E of the 2022 Energy Code. Cost-Effectiveness Analysis: Multifamily New Construction Prototypes, Measure Packages, and Costs 13 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 5. Incremental Cost Assumptions Measure Performance Level Incremental Cost per Dwelling Unit (2023 PV$) Source & Notes 3-Story 5-Story Non-Preempted Measures Window U-factor 0.24 vs 0.30 $536 $489 $4.23/ft2 of window area based on analysis conducted for the 2019 and 2022 Title 24 cycles (Statewide CASE Team, 2018). Low-Sloped Cool Roof Aged Solar Reflectance 0.63 vs 0.10 $314 $222 $0.525/ft2 of roof area first incremental cost based on the 2022 Residential Additions and Alterations CASE Report (Statewide CASE Team, 2020b).Total costs assume present value of replacement at year 15. 0.70 vs 0.63 $24 $17 $0.04/ft2 of roof area first incremental cost based on the 2022 Nonresidential High Performance Envelope CASE Report (Statewide CASE Team, 2020a). Costs assume a blended average across roofing product types. Total costs assume present value of replacement at year 15. Low Pressure Drop Ducts 0.35 vs 0.45 W/cfm $44 $44 Costs assume half-hour labor per multifamily dwelling unit. Labor rate of $88 per hour is from 2022 RS Means for sheet metal workers and includes a weighted average City Cost Index for labor for California. Verified Low Leakage Ducts in Conditioned Space ≤25 cfm leakage to outside $132 $132 Costs assume half-hour labor per multifamily dwelling unit and a $100 HERS Rater fee. Labor rate of $88 per hour is from 2022 RS Means for sheet metal workers and includes a weighted average City Cost Index for labor for California. Ducts are already assumed to be located in conditioned space and the incremental costs reflect additional sealing and testing only. PV + Battery PV System First Cost $1.47/W $1.47/W First costs from LBNL’s Tracking the Sun 2022 costs (Barbose, Darghouth, O'Shaughnessy, & Forrester, 2022) and represent median costs in California in 2021 of $2.10/WDC for nonresidential greater than 100kWDC systems. The first cost was reduced by the solar energy Investment Tax Credit (ITC) of 30%.1 Costs are presented as the average of 2023, 2024, and 2025. Inverter replacement cost of $0.14/WDC present value includes replacements at year 11 at $0.15/WDC (nominal) and at year 21 at $0.12/WDC (nominal) per the 2019 PV CASE Report (California Energy Commission, 2017). System maintenance costs of $0.31/WDC present value assume $0.02/WDC (nominal) annually per the 2019 PV CASE Report (California Energy Commission, 2017). Inverter replacement $0.14/W $0.14/W Maintenance $0.31/W $0.31/W Cost-Effectiveness Analysis: Multifamily New Construction Prototypes, Measure Packages, and Costs 14 localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Measure Performance Level Incremental Cost per Dwelling Unit (2023 PV$) Source & Notes 3-Story 5-Story Battery First cost $700/kWh n/a First cost of $1,000/kWh from LBNL’s Tracking the Sun 2022 costs (Barbose, Darghouth, O'Shaughnessy, & Forrester, 2022) for residential systems > 30kWh. The report derived costs from California’s Self-Generation Incentive Program (SGIP) residential participant cost data. First cost is reduced by the solar energy ITC of 30%.1 No SGIP incentives are included. Costs are assumed to remain consistent at $1,000/kWh through 2025 and then reduced by 7% annually based on SDG&E’s Behind-the-Meter Battery Market Study (E-Source companies, 2020) over a 10 year period. Replacement is assumed at years 10 and 20. At year 10 the replacement cost is based on the average of expected 2033, 2034, and 2035 costs after applying the ITC for a future value cost of $435. Replacement cost at year 20 is based on a future value cost of $484 and does not include any ITC reduction. Replacement cost $564/kWh n/a 1As part of the Inflation Reduction Act in August 2022 the Section 25D Investment Tax Credit was extended and raised to 30% through 2032 with a step-down to 26% in 2033 and 22% in 2034. It’s assumed that the ITC is not renewed and is 0% starting in 2035. https://www.irs.gov/pub/taxpros/fs-2022-40.pdf. Cost-Effectiveness Analysis: Single Family New Construction 15 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 3.2.2 All-Electric This analysis compared a code compliant mixed fuel prototype, which uses natural gas for water heating only in most climate zones, with a code compliant all-electric prototype. In these cases, the relative costs between natural gas and electric appliances and natural gas infrastructure and the associated infrastructure costs for not providing natural gas to the building were included. To estimate costs the Reach Codes Team leveraged costs from the 2022 Multifamily All-Electric CASE Report (Statewide CASE Team, 2020c) and the 2019 reach code multifamily cost-effectiveness studies ( (Statewide Reach Codes Team, 2020), (Statewide Reach Codes Team, 2021)), and online equipment research. Present value replacement costs are included in the total lifetime incremental costs. 3.2.2.1 Water Heating Federal regulations establish minimum efficiency requirements for heat pump water heaters with rated storage volume less than 120 gallons. While some heat pump water heaters falling into this regulated category can be used in a central water heater design, they are not required and therefore this measure does not trigger federal preemption and heat pump equipment of any efficiency level may be used for this analysis to justify the basis of a reach code. For the central heat pump water heating system in the 3-story prototype the system design was based on the 2022 All- Electric Multifamily CASE Report (Statewide CASE Team, 2020c) and used CO2 refrigerant based heat pump water heaters (four Sanden GS3-45HPA-US units), 525 gallons of storage, and a 250 gallon electric resistance swing tank. The 2022 CASE work based the 5-story system design on Colmac R-134a refrigerant heat pump water heaters. While this is an acceptable design, R-134a or R-410a refrigerant heat pump water heaters were found to be less cost- effective for the prototypes evaluated in this analysis due to higher incremental costs and lower overall performance relative to CO2 refrigerant products. As such, the Reach Codes Team evaluated a CO2 refrigerant system for the 5- story prototype for this analysis. As part of the 2025 Energy Code update cycle, designs for both multifamily prototypes are being reexamined using CO2 refrigerant heat pump water heaters. While full design and cost information was not yet available for this analysis, preliminary design data was used to inform sizing of a Sanden system for this prototype. The system used 10 heat pump water heaters (Sanden GS3-45HPA-US units), 800 gallons of storage, and a 200 gallon electric resistance swing tank. Table 6 reports costs for the central heat pump water heating systems relative to a gas boiler system with solar thermal that meets the prescriptive requirements of 20% solar fraction in Climate Zones 1 through 9 and 35% solar fraction in Climate Zones 10 through 16. Costs include equipment and labor, gas piping within the building for the boiler system, and additional electrical service necessary for the heat pump system. Replacement costs are based on an effective useful life of 15 years for the water heaters and tanks, and 20 years for the solar thermal collectors. For the solar thermal systems, it’s also assumed that the glycol is replaced at years 9, 18 and 27. Additional details on cost assumptions are presented in Appendix 7.3 Cost Details. Cost-Effectiveness Analysis: Single Family New Construction 16 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 6. Heat Pump Water Heater Incremental System Costs (Present Value (2023$)) Item 3-Story 5-Story Source & Notes Central Gas Boiler Central Heat Pump Central Gas Boiler Central Heat Pump First Cost CZs 1-9 $173,772 $211,531 $279,163 $343,920 3-story costs directly from 2022 Multifamily All-Electric CASE Report. 5-story costs estimated based on component costs for the 3-story from the CASE report. CZs 10-16 $182,810 $300,883 Replacement Cost CZs 1-9 $32,297 $44,263 $59,930 $110,659 CZs 10-16 $36,943 $69,361 Total Incremental Cost CZs 1-9 n/a $49,725 n/a $115,486 CZs 10-16 $36,041 $84,335 Incremental Cost per Dwelling Unit CZs 1-9 $1,381 $1,312 CZs 10-16 $1,001 $958 3.2.2.2 Space Heating Table 7 presents the costs for heat pump space heater conversion from gas equipment. In most climate zones the baseline per the 2022 Energy Code is a heat pump space heater, so these costs are only applied in a couple of instances. For the 3-story prototype the baseline in Climate Zone 16 is a gas furnace and air conditioner. For the 5- story prototype the baseline in Climate Zones 1 and 16 is a dual fuel heat pump with a gas furnace as backup. Costs include equipment and labor, gas piping within the building for the boiler system, and additional electrical service necessary for the heat pump system. Most of the cost difference between the two systems is attributed to higher labor costs to install the gas system as a result of gas piping and venting. Additional details on cost assumptions are presented in Appendix 7.3 Cost Details. Table 7. Heat Pump Space Heater Costs per Dwelling Unit (Present Value (2023$) Item 3-Story 5-Story Source & Notes Furnace + Split AC Heat Pump Furnace + Split HP Heat Pump First Cost $20,667 $16,776 $21,245 $16,597 Costs largely based on the 2022 Multifamily All-Electric CASE Report with some updates to reflect online equipment cost research and labor cost alignments. Replacement Cost $8,059 $7,326 $9,052 $7,326 See lifetimes referenced in Table 8. Residual value at the end of the 30-year analysis period was accounted for to represent the remaining life of any equipment. Residual Value ($1,591) $0 $0 $0 Total $27,135 $24,102 $30,296 $23,924 Incremental Cost ($3,032) ($6,373) Equipment lifetimes applied in this analysis for the space conditioning measures are summarized in Table 8. The lifetime for the heat pump, furnace, and air conditioner are based on the Database for Energy Efficient Resources (DEER) (California Public Utilities Commission, 2021b). In DEER, heat pump and air conditioner measures are assigned an effective useful lifetime (EUL) of 15 years and a furnace an EUL of 20 years. The heating and cooling system components are typically replaced at the same time when one reaches the end of its life and the other is near Cost-Effectiveness Analysis: Single Family New Construction 17 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 it. Therefore, it is assumed that both the furnace and air conditioner are replaced at the same time at year 17.5, halfway between 15 and 20 years. For HVAC system costing, air-conditioning is included in all cases in both the base case and proposed models. Table 8. Lifetime of Water Heating & Space Conditioning Equipment Measures Measure Lifetime Gas Furnace 17.5 Air Conditioner 17.5 Heat Pump 15 Dual Fuel Heat Pump 15 3.2.2.3 Natural Gas Infrastructure Eliminating natural gas to a building saves costs associated with connecting a service line from the street main to the building, piping distribution within the building, and monthly meter customer charges from the utility. This section focuses on the first item, not connecting gas service to the building. The latter two are captured in the appliance costs and the utility bill analysis. Cost savings for removing natural gas infrastructure to a multifamily building in IOU territory are presented in Table 9 and Table 10. These costs are applied as cost savings for the all-electric case when compared to the mixed fuel baseline. These costs are project dependent and may be significantly impacted by such factors as utility territory, site characteristics, distance to the nearest natural gas main and main location, joint trenching, whether work is conducted by the utility or a private contractor, and number of dwelling units per development. All gas utilities participating in this study were solicited for cost information. Service Extension: Service extension costs to the building were taken from a PG&E memo dated December 5, 2019 to Energy Commission staff (see Appendix 7.4 PG&E Gas Infrastructure Cost Memo for a copy of the memo). The estimated cost of $6,750 excludes costs for trenching and assumes nonresidential new construction within a developed area. For the 5-story building the cost is apportioned between the residential and nonresidential spaces in the building based on associated conditioned floor areas where 84 percent is residential. All of the spaces in the 3-story building are residential based. Today, total costs are reduced to account for deductions per the Utility Gas Main Extensions rules.7 These rules categorize distribution line extensions as “refundable” costs, which are offset or subsidized by all other ratepayers. The CPUC issued a Decision in September 2022 that eliminates the subsidies effective July 1, 2023 (California Public Utilities Commission, 2022). Since most of the development that will occur during the three-year 2022 code cycle (2023-2025) will not be subject to these deduction allowances they are not included in this analysis. Meter: Cost per meter provided by PG&E of $3,600 for a commercial meter to serve the central water heating and $600 per multifamily dwelling unit. The $600 dwelling unit meter is only applied in Climate Zone 16 for the 3-story prototype and Climate Zones 1 and 16 for the 5-story prototypes where gas is used either for primary or backup space heating. Two scenarios are presented in the tables. One is the case with electric space heating, no in-unit gas and the only residential gas use is to serve the central water heating system. The other case represents the scenario where there is in-unit gas to service space heating. 7 PG&E Rule 15: https://www.pge.com/tariffs/assets/pdf/tariffbook/GAS_RULES_15.pdf. SoCalGas Rule 20: https://www.socalgas.com/regulatory/tariffs/tm2/pdf/20.pdf. SDG&E Rule 15: https://tariff.sdge.com/tm2/pdf/GAS_GAS-RULES_GRULE15.pdf. Cost-Effectiveness Analysis: Single Family New Construction 18 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Natural Gas Plan Review: Total costs are based on TRC’s 2019 reach code analysis for Palo Alto (TRC, 2018 ). The cost for the 5-story prototype is apportioned between the residential and nonresidential spaces in the building in the same way as was done for the service extension costs. Table 9. IOU Natural Gas Infrastructure Cost Savings for All-Electric Building Item 3-Story 5-Story Service Extension $6,750 $5,695 Meter No In-Unit Gas (Gas DHW only) $3,600 $3,600 In-Unit Gas $25,200 $56,400 Plan Review $2,316 $1,954 Table 10. Multifamily IOU Total Natural Gas Infrastructure Costs Prototype Scenario Total Building Per Dwelling Unit 3-Story No In-Unit Gas $12,666 $352 In-Unit Gas $34,266 $952 5-Story No In-Unit Gas $11,248 $128 In-Unit Gas $64,048 $728 CPAU provides gas service to its customers and therefore separate costs were evaluated based on CPAU gas service connection fees.8 Table 11 presents the breakdown of gas infrastructure costs used in this analysis for CPAU. The same approach to apportioning the total building costs to the residential spaces as described in the IOU section was applied here for the service extension and plan review costs for the 5-story prototype. Meter costs were based on $1,772 for an 800 cubic foot per hour commercial meter for the central water heating system. Table 11. Multifamily CPAU Total Natural Gas Infrastructure Costs Item 3-Story 5-Story Service Extension $5,892 $4,971 Meter $1,772 $1,772 Plan Review $2,557 $2,157 3.3 Measure Packages The Reach Codes Team evaluated three packages for mixed fuel homes and five packages for all-electric homes for each prototype and climate zone, as described below. 1. All-Electric Prescriptive Code: This package meets all the prescriptive requirements of the 2022 Energy Code. 2. All-Electric Prescriptive Code + PV: Using the code minimum package as a starting point, PV capacity was added to offset 100 percent of the estimated annual electricity use. 3. Mixed Fuel Efficiency Only: This package uses only efficiency measures that do not trigger federal preemption including envelope and duct distribution efficiency measures. 8 CPAU Schedule G-5 effective 09-01-2019: https://www.cityofpaloalto.org/files/assets/public/utilities/utilities- engineering/general-specifications/gas-service-connection-fees.pdf Cost-Effectiveness Analysis: Single Family New Construction 19 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 4. Mixed Fuel Efficiency + PV + Battery: Using the Efficiency Package as a starting point, PV capacity was added to offset 100 percent of the estimated annual electricity use. A battery system was also added. This package only applies to the 3-story prototype. The 5-story prototype includes a battery system in the baseline per the 2022 prescriptive requirements. 5. Mixed Fuel Efficiency + PV: Using the Efficiency Package as a starting point, PV capacity was added to offset 100 percent of the estimated annual electricity use. This package only applies to the 5-story prototype. Cost-Effectiveness Analysis: Single Family New Construction 20 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 4 Results Cost-effectiveness results are presented per prototype and measure packages described in Section 3.3. The TDV and On-Bill based cost-effectiveness results are presented in terms of B/C ratio and NPV. Energy savings, compliance margin, utility bill savings, and incremental costs are also shown. In the following figures, green highlighting indicates that the case is cost-effective with a B/C ratio greater than or equal to 1 and a NPV greater than or equal to 0. Red highlighting indicates the case is not cost-effective. Compliance margins are presented as percentages both for the efficiency TDV and the source energy metrics. A compliance margin that is equal to or greater than 0 indicates the case is code compliant. 4.1 All-Electric Prescriptive Code Table 12 and Table 13 shows results for the multifamily all-electric prescriptive code case compared to the 2022 baseline. For both prototypes this scenario is cost-effective based on TDV in all climate zones. This scenario is only On-Bill cost-effective in a few climate zones. The 3-story all-electric case is cost-effective On-Bill in Climate Zones 1 through 3, 4 in CPAU territory, 12 in SMUD territory, and 16. The 5-story all-electric case is cost-effective On-Bill in Climate Zones 1, 4, 12 in SMUD territory, and 16. In most cases there is a small net increase in utility cost in the first year. There is an incremental cost for the central heat pump water heater ranging from $361 to $697 per dwelling unit. The all-electric packages applied to the 3-story prototype in Climate Zone 16 and the 5-story prototype in Climate Zones 1 and 16 incorporate both gas to electric water heating and gas to electric space heating measures. In these cases, there are significant cost savings due to the avoided first costs of installing a gas furnace as compared to a heat pump. As a result, these cases are On-Bill cost-effective. These results reflect a CO2 refrigerant based central heat pump water heating system. The 5-story prototype was also evaluated with a R-134a refrigerant based central heat pump water heater and these results are shown in Appendix 7.5 Central Heat Pump Water Heater Comparison. Cost-Effectiveness Analysis: Single Family New Construction 21 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 12. 3-Story Cost-Effectiveness Results per Dwelling Unit: All-Electric Prescriptive Code Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 26% 15% -904 135 ($19) $1,676 $97 $429 3.9 $1,247 >1 $4,158 CZ02 PGE 20% 11% -801 115 ($30) $1,061 $697 $1,029 1.0 $32 9.9 $2,998 CZ03 PGE 21% 10% -789 115 ($26) $1,148 $697 $1,029 1.1 $119 9.9 $2,990 CZ04 PGE 18% 9% -759 109 ($31) $922 $697 $1,029 0.9 ($108) 9.2 $2,767 CZ04 CPAU 18% 9% -759 109 $233 $8,191 $765 $1,097 7.5 $7,094 7.7 $2,700 CZ05 PGE 23% 9% -789 112 ($30) $1,009 $697 $1,029 0.98 ($21) 9.3 $2,782 CZ05 PGE/SCG 23% 9% -789 112 ($79) ($515) $697 $1,029 0.0 ($1,545) 9.3 $2,782 CZ06 SCE/SCG 18% 7% -709 100 ($61) ($226) $697 $1,029 0.0 ($1,255) 8.6 $2,551 CZ07 SDGE 20% 8% -704 102 ($69) ($427) $697 $1,029 0.0 ($1,456) 9.1 $2,712 CZ08 SCE/SCG 13% 6% -689 96 ($61) ($302) $697 $1,029 0.0 ($1,331) 8.2 $2,432 CZ09 SCE 13% 5% -698 96 ($64) ($351) $697 $1,029 0.0 ($1,380) 8.0 $2,363 CZ10 SCE/SCG 14% 7% -701 83 ($88) ($1,109) $446 $649 0.0 ($1,758) >1 $1,959 CZ10 SDGE 14% 7% -701 83 ($112) ($1,803) $446 $649 0.0 ($2,452) >1 $1,959 CZ11 PGE 14% 10% -740 91 ($64) ($177) $446 $649 0.0 ($826) >1 $2,212 CZ12 PGE 17% 11% -755 94 ($62) ($70) $446 $649 0.0 ($719) >1 $2,297 CZ12 SMUD/PGE 17% 11% -755 94 $68 $2,942 $446 $649 4.5 $2,293 >1 $2,297 CZ13 PGE 13% 9% -717 86 ($65) ($291) $446 $649 0.0 ($940) >1 $2,050 CZ14 SCE/SCG 13% 7% -748 83 ($102) ($1,413) $446 $649 0.0 ($2,063) >1 $1,759 CZ14 SDGE 13% 7% -748 83 ($128) ($2,191) $446 $649 0.0 ($2,841) >1 $1,759 CZ15 SCE/SCG 5% 2% -607 64 ($89) ($1,403) $446 $649 0.0 ($2,053) >1 $1,305 CZ16 PG&E 24% 29% -1,928 185 ($178) ($1,066) ($4,045) ($2,983) 2.8 $1,917 >1 $4,352 Cost-Effectiveness Analysis: Single Family New Construction 22 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 13. 5-Story Cost-Effectiveness Results per Dwelling Unit: All-Electric Prescriptive Code Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 14% 9% -1,146 147 ($49) $1,209 ($4,639) ($5,788) >1 $6,998 >1 $9,816 CZ02 PGE 9% 6% -888 120 ($45) $809 $608 $1,185 0.7 ($375) 3.0 $2,270 CZ03 PGE 11% 7% -874 120 ($46) $778 $608 $1,185 0.7 ($407) 3.1 $2,421 CZ04 PGE 9% 6% -824 113 $18 $2,130 $608 $1,185 1.8 $945 3.1 $2,393 CZ04 CPAU 9% 6% -824 113 $230 $8,205 $635 $1,211 6.8 $6,994 3.0 $2,367 CZ05 PGE 12% 6% -871 117 ($47) $706 $608 $1,185 0.6 ($479) 2.8 $2,065 CZ05 PGE/SCG 12% 6% -871 117 ($99) ($919) $608 $1,185 0.0 ($2,103) 2.8 $2,065 CZ06 SCE/SCG 9% 5% -739 104 ($10) $986 $608 $1,185 0.8 ($199) 2.9 $2,183 CZ07 SDGE 11% 6% -735 106 ($74) ($500) $608 $1,185 0.0 ($1,685) 2.9 $2,215 CZ08 SCE/SCG 8% 4% -710 100 ($79) ($644) $608 $1,185 0.0 ($1,829) 3.0 $2,259 CZ09 SCE 7% 4% -725 100 ($53) ($51) $608 $1,185 0.0 ($1,236) 3.0 $2,274 CZ10 SCE/SCG 7% 4% -729 84 ($111) ($1,615) $361 $831 0.0 ($2,445) 2.7 $1,374 CZ10 SDGE 7% 4% -729 84 ($137) ($2,404) $361 $831 0.0 ($3,234) 2.7 $1,374 CZ11 PGE 8% 5% -790 92 ($86) ($663) $361 $831 0.0 ($1,494) 3.1 $1,656 CZ12 PGE 9% 6% -809 96 ($83) ($527) $361 $831 0.0 ($1,358) 3.0 $1,620 CZ12 SMUD/PGE 9% 6% -809 96 $62 $2,831 $361 $831 3.4 $2,000 3.0 $1,620 CZ13 PGE 7% 5% -754 88 ($83) ($686) $361 $831 0.0 ($1,517) 3.0 $1,570 CZ14 SCE/SCG 6% 3% -803 84 ($131) ($2,085) $361 $831 0.0 ($2,916) 2.2 $928 CZ14 SDGE 6% 3% -803 84 ($165) ($3,106) $361 $831 0.0 ($3,937) 2.2 $928 CZ15 SCE/SCG 3% 1% -602 65 ($105) ($1,775) $361 $831 0.0 ($2,606) 1.9 $695 CZ16 PG&E 9% 11% -1,388 142 ($127) ($675) ($4,886) ($6,142) 9.1 $5,467 >1 $6,704 Cost-Effectiveness Analysis: Single Family New Construction 23 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 4.2 All-Electric Plus PV Table 14 and Table 15 present cost-effectiveness results for the all-electric plus PV packages for the 3-story and 5-story prototypes, respectively. All cases are cost-effective both On-Bill and based on TDV. Table 14. 3-Story Cost-Effectiveness Results per Dwelling Unit: All-Electric 100% PV Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 26% 24% 2,127 135 $782 $20,242 $3,638 $5,034 4.0 $15,208 3.2 $9,448 CZ02 PGE 20% 20% 1,835 115 $653 $16,910 $3,294 $4,406 3.8 $12,504 3.3 $8,632 CZ03 PGE 21% 20% 1,711 115 $614 $15,998 $3,076 $4,123 3.9 $11,875 3.4 $8,209 CZ04 PGE 18% 18% 1,558 109 $559 $14,587 $2,841 $3,818 3.8 $10,770 3.6 $8,230 CZ04 CPAU 18% 18% 1,558 109 $489 $14,138 $2,909 $3,886 3.6 $10,253 3.6 $8,162 CZ05 PGE 23% 20% 1,604 112 $579 $15,137 $2,826 $3,798 4.0 $11,338 3.6 $8,026 CZ05 PGE/SCG 23% 20% 1,604 112 $531 $13,613 $2,826 $3,798 3.6 $9,814 3.6 $8,026 CZ06 SCE/SCG 18% 17% 1,207 100 $378 $9,795 $2,364 $3,197 3.1 $6,598 3.8 $7,092 CZ07 SDGE 20% 21% 1,528 102 $723 $19,318 $2,777 $3,734 5.2 $15,584 3.5 $7,623 CZ08 SCE/SCG 13% 17% 1,393 96 $426 $10,842 $2,569 $3,464 3.1 $7,378 3.9 $7,908 CZ09 SCE 13% 15% 1,204 96 $379 $9,756 $2,335 $3,160 3.1 $6,596 3.9 $7,158 CZ10 SCE/SCG 14% 18% 1,381 83 $404 $10,130 $2,237 $2,978 3.4 $7,152 4.1 $7,031 CZ10 SDGE 14% 18% 1,381 83 $621 $16,493 $2,237 $2,978 5.5 $13,514 4.1 $7,031 CZ11 PGE 14% 19% 1,843 91 $625 $15,782 $2,940 $3,893 4.1 $11,889 3.4 $7,748 CZ12 PGE 17% 19% 1,704 94 $579 $14,777 $2,756 $3,654 4.0 $11,124 3.6 $7,607 CZ12 SMUD/PGE 17% 19% 1,704 94 $399 $10,615 $2,756 $3,654 2.9 $6,961 3.6 $7,607 CZ13 PGE 13% 17% 1,572 86 $544 $13,822 $2,567 $3,408 4.1 $10,415 3.6 $7,148 CZ14 SCE/SCG 13% 18% 1,572 83 $449 $11,152 $2,300 $3,060 3.6 $8,092 4.2 $7,668 CZ14 SDGE 13% 18% 1,572 83 $688 $18,158 $2,300 $3,060 5.9 $15,098 4.2 $7,668 CZ15 SCE/SCG 5% 11% 1,163 64 $330 $8,164 $1,966 $2,626 3.1 $5,539 3.9 $5,567 CZ16 PG&E 24% 38% 1,371 185 $700 $19,307 ($1,064) $894 21.6 $18,412 58.9 $11,596 Cost-Effectiveness Analysis: Single Family New Construction 24 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 15. 5-Story Cost-Effectiveness Results per Dwelling Unit: All-Electric 100% PV Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 14% 21% 1,437 147 $629 $16,919 ($1,574) ($1,803) >1 $18,721 >1 $18,222 CZ02 PGE 9% 14% 428 120 $262 $7,918 $1,930 $2,904 2.7 $5,015 4.0 $8,679 CZ03 PGE 11% 16% 682 120 $327 $9,417 $2,121 $3,152 3.0 $6,265 4.0 $9,285 CZ04 PGE 9% 13% 92 113 $207 $6,524 $1,476 $2,313 2.8 $4,211 4.1 $7,054 CZ04 CPAU 9% 13% 92 113 $337 $10,667 $1,502 $2,340 4.6 $8,327 4.0 $7,027 CZ05 PGE 12% 16% 451 117 $259 $7,806 $1,815 $2,754 2.8 $5,052 4.0 $8,096 CZ05 PGE/SCG 12% 16% 451 117 $207 $6,182 $1,815 $2,754 2.2 $3,427 4.0 $8,096 CZ06 SCE/SCG 9% 12% -163 104 $98 $3,449 $1,127 $1,859 1.9 $1,590 3.8 $5,035 CZ07 SDGE 11% 15% 74 106 $192 $6,131 $1,387 $2,198 2.8 $3,934 3.9 $6,204 CZ08 SCE/SCG 8% 14% 265 100 $154 $4,666 $1,516 $2,365 2.0 $2,301 4.0 $7,053 CZ09 SCE 7% 12% 60 100 $122 $3,930 $1,307 $2,093 1.9 $1,837 3.7 $5,636 CZ10 SCE/SCG 7% 13% 289 84 $131 $3,912 $1,266 $2,007 1.9 $1,905 3.9 $5,749 CZ10 SDGE 7% 13% 289 84 $238 $6,951 $1,266 $2,007 3.5 $4,945 3.9 $5,749 CZ11 PGE 8% 17% 1,091 92 $417 $10,990 $2,226 $3,256 3.4 $7,734 4.2 $10,472 CZ12 PGE 9% 16% 594 96 $263 $7,487 $1,712 $2,587 2.9 $4,901 4.3 $8,544 CZ12 SMUD/PGE 9% 16% 594 96 $260 $7,419 $1,712 $2,587 2.9 $4,889 4.3 $8,544 CZ13 PGE 7% 17% 1,036 88 $398 $10,479 $2,064 $3,045 3.4 $7,434 4.2 $9,715 CZ14 SCE/SCG 6% 11% 182 84 $102 $3,250 $1,170 $1,883 1.7 $1,368 4.0 $5,515 CZ14 SDGE 6% 11% 182 84 $194 $5,858 $1,170 $1,883 3.1 $3,975 4.0 $5,515 CZ15 SCE/SCG 3% 10% 387 65 $153 $4,119 $1,238 $1,971 2.1 $2,148 3.6 $4,998 CZ16 PG&E 9% 23% 1,007 142 $501 $13,864 ($2,682) ($3,275) >1 $17,139 >1 $16,140 Cost-Effectiveness Analysis: Single Family New Construction 25 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 4.3 Mixed Fuel Efficiency Table 16 and Table 17 show results for the Mixed Fuel Efficiency packages. The packages are cost-effective based on at least one of the two metrics in Climate Zones 1, 2, 4, and 8 through 16 for the 3-story prototype and in Climate Zones 2, 4, 6, and 8 through 15 for the 5-story prototype. In all cases the NPV values, whether negative or positive, are small. The compliance impacts are also small. A summary of measures included in each package is provided in Appendix 7.6 Summary of Measures by Package. Table 16. 3-Story Cost-Effectiveness Results per Dwelling Unit: Mixed Fuel Efficiency Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 1% 1% 41 0 $12 $273 $176 $176 1.6 $98 1.2 $38 CZ02 PGE 1% 0% 24 0 $7 $162 $132 $132 1.2 $30 1.5 $62 CZ03 PGE 1% 0% 17 0 $5 $111 $132 $132 0.8 ($21) 0.8 ($27) CZ04 PGE 1% 0% 21 0 $6 $141 $132 $132 1.1 $9 1.3 $46 CZ04 CPAU 1% 0% 21 0 $3 $74 $132 $132 0.6 ($58) 1.3 $46 CZ05 PGE 1% 0% 19 0 $5 $123 $132 $132 0.9 ($9) 0.8 ($32) CZ05 PGE/SCG 1% 0% 19 0 $5 $123 $132 $132 0.9 ($9) 0.8 ($32) CZ06 SCE/SCG 1% 0% 9 0 $2 $56 $132 $132 0.4 ($75) 0.7 ($44) CZ07 SDGE 0% 0% 7 0 $3 $72 $132 $132 0.5 ($60) 0.4 ($81) CZ08 SCE/SCG 1% 0% 20 0 $6 $140 $132 $132 1.1 $9 1.5 $59 CZ09 SCE 1% 0% 28 0 $8 $192 $146 $156 1.2 $36 1.6 $88 CZ10 SCE/SCG 3% 1% 65 0 $20 $447 $190 $199 2.2 $247 2.4 $277 CZ10 SDGE 3% 1% 65 0 $27 $683 $190 $199 3.4 $484 2.4 $277 CZ11 PGE 3% 1% 91 0 $30 $699 $190 $199 3.5 $499 3.5 $489 CZ12 PGE 2% 0% 98 0 $33 $766 $381 $514 1.5 $252 1.5 $273 CZ12 SMUD/PGE 2% 0% 98 0 $17 $396 $381 $514 0.8 ($118) 1.5 $273 CZ13 PGE 4% 1% 99 0 $33 $765 $190 $199 3.8 $566 3.9 $574 CZ14 SCE/SCG 3% 1% 88 0 $26 $585 $190 $199 2.9 $385 3.1 $427 CZ14 SDGE 3% 1% 88 0 $36 $886 $190 $199 4.4 $686 3.1 $427 CZ15 SCE/SCG 5% 2% 182 0 $54 $1,226 $190 $199 6.1 $1,026 5.8 $957 CZ16 PG&E 5% 4% 16 12 $34 $1,012 $712 $712 1.4 $300 1.3 $184 Cost-Effectiveness Analysis: Single Family New Construction 26 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 17. 5-Story Cost-Effectiveness Results per Dwelling Unit: Mixed Fuel Efficiency 4.4 Mixed Fuel Plus PV (Plus Battery for the 3-Story Prototype) Table 18 presents the Mixed Fuel Efficiency + PV + Battery package for the 3-story prototype. The battery system is a 100kWh battery. This scenario is cost- effective for all climate zones and under both metrics except for On-Bill in Climate Zone 4 in CPAU territory. Table 19 presents the Mixed Fuel Efficiency + PV package for the 5-story prototype. This package is cost-effective under TDV in all climate zones and cost-effective On-Bill everywhere except in Climate Zones 6 and 7. In the cases where it is not cost-effective, it is very close to being so with small negative NPV. In Climate Zone 6 in the 5-story prototype there is no upgrade to the PV system capacity as the prescriptive PV system already offset all of the estimated electricity use. Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0% 0% 5 0 $2 $39 $176 $176 0.2 ($137) 0.2 ($136) CZ02 PGE 1% 0% 11 0 $2 $38 $132 $132 0.3 ($94) 1.9 $118 CZ03 PGE 0% 0% 7 0 $2 $46 $132 $132 0.3 ($86) 0.8 ($23) CZ04 PGE 1% 0% 12 0 $2 $40 $132 $132 0.3 ($92) 1.9 $114 CZ04 CPAU 1% 0% 12 0 $2 $39 $132 $132 0.3 ($93) 1.9 $114 CZ05 PGE 0% 0% 6 0 $1 $17 $132 $132 0.1 ($114) 0.4 ($73) CZ05 PGE/SCG 0% 0% 6 0 $1 $17 $132 $132 0.1 ($114) 0.4 ($73) CZ06 SCE/SCG 0% 0% 12 0 $2 $51 $132 $132 0.4 ($81) 1.4 $49 CZ07 SDGE 0% 0% 10 0 $0 $0 $132 $132 0.0 ($132) 0.9 ($7) CZ08 SCE/SCG 1% 0% 24 0 $8 $184 $132 $132 1.4 $53 2.2 $152 CZ09 SCE 1% 0% 28 0 $4 $96 $142 $149 0.6 ($52) 2.1 $163 CZ10 SCE/SCG 2% 1% 66 0 $21 $491 $186 $192 2.6 $298 3.2 $425 CZ10 SDGE 2% 1% 66 0 $30 $751 $186 $192 3.9 $558 3.2 $425 CZ11 PGE 2% 1% 83 0 $29 $665 $186 $192 3.5 $473 4.2 $621 CZ12 PGE 2% 0% 84 0 $29 $681 $321 $414 1.6 $267 2.3 $546 CZ12 SMUD/PGE 2% 0% 84 0 $16 $372 $321 $414 0.9 ($42) 2.3 $546 CZ13 PGE 2% 1% 95 0 $33 $765 $186 $192 4.0 $573 4.9 $742 CZ14 SCE/SCG 2% 1% 75 0 $11 $246 $186 $192 1.3 $54 3.9 $561 CZ14 SDGE 2% 1% 75 0 $34 $847 $186 $192 4.4 $654 3.9 $561 CZ15 SCE/SCG 3% 2% 172 0 $55 $1,257 $186 $192 6.5 $1,065 7.3 $1,212 CZ16 PG&E 2% 2% 40 4 $23 $616 $665 $665 0.9 ($49) 0.999 ($0) Cost-Effectiveness Analysis: Single Family New Construction 27 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 18. 3-Story Cost-Effectiveness Results per Dwelling Unit: Mixed Fuel Efficiency + PV + Battery Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 1% 16% 2,068 0 $543 $12,588 $4,603 $6,917 1.8 $5,671 1.5 $3,724 CZ02 PGE 1% 16% 1,757 0 $462 $10,718 $3,881 $5,990 1.8 $4,728 1.6 $3,820 CZ03 PGE 1% 17% 1,624 0 $423 $9,797 $3,700 $5,754 1.7 $4,043 1.5 $3,157 CZ04 PGE 1% 17% 1,476 0 $383 $8,878 $3,518 $5,518 1.6 $3,360 1.6 $3,067 CZ04 CPAU 1% 17% 1,476 0 $171 $3,967 $3,518 $5,518 0.7 ($1,551) 1.6 $3,067 CZ05 PGE 1% 18% 1,520 0 $393 $9,107 $3,503 $5,498 1.7 $3,609 1.6 $3,526 CZ05 PGE/SCG 1% 18% 1,520 0 $393 $9,107 $3,503 $5,498 1.7 $3,609 1.6 $3,526 CZ06 SCE/SCG 1% 18% 1,112 0 $336 $7,677 $3,127 $5,009 1.5 $2,668 1.4 $1,917 CZ07 SDGE 0% 20% 1,431 0 $550 $13,713 $3,498 $5,493 2.5 $8,220 1.6 $3,159 CZ08 SCE/SCG 1% 18% 1,311 0 $413 $9,427 $3,328 $5,270 1.8 $4,156 1.4 $2,277 CZ09 SCE 1% 17% 1,129 0 $367 $8,375 $3,129 $5,017 1.7 $3,359 1.4 $1,937 CZ10 SCE/SCG 3% 19% 1,342 0 $420 $9,584 $3,321 $5,254 1.8 $4,331 1.5 $2,588 CZ10 SDGE 3% 19% 1,342 0 $533 $13,303 $3,321 $5,254 2.5 $8,049 1.5 $2,588 CZ11 PGE 3% 17% 1,833 0 $500 $11,587 $3,914 $6,025 1.9 $5,562 1.6 $3,852 CZ12 PGE 2% 17% 1,701 0 $442 $10,239 $3,926 $6,105 1.7 $4,133 1.6 $3,583 CZ12 SMUD/PGE 2% 17% 1,701 0 $285 $6,609 $3,926 $6,105 1.1 $503 1.6 $3,583 CZ13 PGE 4% 17% 1,568 0 $431 $9,983 $3,594 $5,609 1.8 $4,374 1.7 $3,944 CZ14 SCE/SCG 3% 19% 1,556 0 $477 $10,886 $3,388 $5,341 2.0 $5,545 1.6 $3,434 CZ14 SDGE 3% 19% 1,556 0 $607 $15,155 $3,388 $5,341 2.8 $9,815 1.6 $3,434 CZ15 SCE/SCG 5% 19% 1,241 0 $421 $9,616 $3,136 $5,013 1.9 $4,603 1.6 $3,076 CZ16 PG&E 5% 17% 1,286 12 $357 $8,508 $3,894 $5,833 1.5 $2,674 1.6 $3,219 Cost-Effectiveness Analysis: Single Family New Construction 28 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 19. 5-Story Cost-Effectiveness Results per Dwelling Unit: Mixed Fuel Efficiency + PV Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 0% 5% 1,446 0 $341 $7,917 $1,889 $2,403 3.3 $5,514 3.0 $4,757 CZ02 PGE 1% 2% 444 0 $55 $1,275 $567 $697 1.8 $578 4.4 $2,365 CZ03 PGE 0% 4% 693 0 $119 $2,766 $801 $1,002 2.8 $1,764 4.4 $3,423 CZ04 PGE 1% 1% 112 0 $14 $324 $226 $254 1.3 $69 3.5 $632 CZ04 CPAU 1% 1% 112 0 $13 $307 $226 $254 1.2 $53 3.5 $632 CZ05 PGE 0% 3% 464 0 $56 $1,310 $550 $676 1.9 $634 4.2 $2,165 CZ05 PGE/SCG 0% 3% 464 0 $56 $1,310 $550 $676 1.9 $634 4.2 $2,165 CZ06 SCE/SCG 0% 0% 12 0 $2 $51 $132 $132 0.4 ($81) 1.4 $49 CZ07 SDGE 0% 1% 95 0 $0 $0 $212 $237 0.0 ($237) 2.8 $423 CZ08 SCE/SCG 1% 3% 299 0 $42 $968 $388 $465 2.1 $504 4.3 $1,527 CZ09 SCE 1% 1% 99 0 $12 $284 $204 $230 1.2 $54 3.0 $465 CZ10 SCE/SCG 2% 3% 364 0 $57 $1,296 $450 $536 2.4 $759 4.2 $1,720 CZ10 SDGE 2% 3% 364 0 $103 $2,566 $450 $536 4.8 $2,030 4.2 $1,720 CZ11 PGE 2% 7% 1,178 0 $281 $6,521 $1,276 $1,610 4.1 $4,911 4.8 $6,162 CZ12 PGE 2% 4% 683 0 $120 $2,791 $898 $1,164 2.4 $1,627 4.2 $3,716 CZ12 SMUD/PGE 2% 4% 683 0 $102 $2,362 $898 $1,164 2.0 $1,198 4.2 $3,716 CZ13 PGE 2% 7% 1,137 0 $274 $6,347 $1,179 $1,484 4.3 $4,863 4.8 $5,599 CZ14 SCE/SCG 2% 2% 266 0 $33 $748 $342 $395 1.9 $353 4.7 $1,447 CZ14 SDGE 2% 2% 266 0 $62 $1,554 $342 $395 3.9 $1,158 4.7 $1,447 CZ15 SCE/SCG 3% 5% 567 0 $125 $2,851 $535 $646 4.4 $2,204 5.6 $2,994 CZ16 PG&E 2% 6% 1,051 4 $237 $5,569 $1,601 $1,883 3.0 $3,686 3.1 $4,011 Cost-Effectiveness Analysis: Single Family New Construction 29 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 4.5 CARE Rate Comparison Table 20 presents a comparison of On-Bill cost-effectiveness results for CARE tariffs relative to standard tariffs for the all-electric prescriptive code case. The CARE rates apply to the apartment meters only and don’t impact the central water heating utility costs. Applying the CARE rates lowers both electric and gas utility bills for the consumer and the net impact for an all-electric building in most climate zones is lower overall bills and improved cost-effectiveness relative to the standard tariffs. Although not presented here, the all-electric + PV packages are all still On-Bill cost- effective using the CARE tariffs. Table 20. On-Bill IOU Cost-Effectiveness Comparison with CARE Tariffs, Results per Dwelling Unit: All-Electric Prescriptive Code Climate Zone Electric /Gas Utility 3-Story 5-Story Standard CARE Standard CARE B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 3.9 $1,247 9.5 $3,637 >1 $6,998 >1 $10,045 CZ02 PGE 1.0 $32 3.1 $2,139 0.7 ($375) 2.5 $1,831 CZ03 PGE 1.1 $119 3.1 $2,187 0.7 ($407) 2.6 $1,901 CZ04 PGE 0.9 ($108) 2.8 $1,884 1.8 $945 2.9 $2,218 CZ05 PGE 0.98 ($21) 3.0 $2,041 0.6 ($479) 2.5 $1,773 CZ05 PGE/SCG 0.0 ($1,545) 1.5 $517 0.0 ($2,103) 1.1 $148 CZ06 SCE/SCG 0.0 ($1,255) 0.9 ($57) 0.8 ($199) 2.1 $1,349 CZ07 SDGE 0.0 ($1,456) 1.8 $856 0.0 ($1,685) 1.3 $343 CZ08 SCE/SCG 0.0 ($1,331) 0.8 ($165) 0.0 ($1,829) 1.2 $271 CZ09 SCE 0.0 ($1,380) 0.8 ($204) 0.0 ($1,236) 1.6 $750 CZ10 SCE/SCG 0.0 ($1,758) 0.1 ($574) 0.0 ($2,445) 0.5 ($447) CZ10 SDGE 0.0 ($2,452) 0.8 ($162) 0.0 ($3,234) 0.0 ($1,590) CZ11 PGE 0.0 ($826) 2.7 $1,119 0.0 ($1,494) 1.7 $616 CZ12 PGE 0.0 ($719) 2.9 $1,263 0.0 ($1,358) 2.0 $793 CZ13 PGE 0.0 ($940) 2.4 $936 0.0 ($1,517) 1.6 $491 CZ14 SCE/SCG 0.0 ($2,063) 0.0 ($803) 0.0 ($2,916) 0.3 ($613) CZ14 SDGE 0.0 ($2,841) 0.0 ($3,407) 0.0 ($3,937) 1.1 $61 CZ15 SCE/SCG 0.0 ($2,053) 0.0 ($1,036) 0.0 ($2,606) 0.0 ($1,452) CZ16 PG&E 2.8 $1,917 >1 $5,527 9.1 $5,467 >1 $8,557 Error! Not a valid bookmark self-reference. presents the comparison for the mixed fuel efficiency and PV packages. Generally, the opposite trend occurs here for the mixed fuel packages where the CARE rate lowers utility cost savings and the benefit-to-cost ratios decline. Cost-Effectiveness Analysis: Single Family New Construction 30 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 21. On-Bill IOU Cost-Effectiveness Comparison with CARE Tariffs, Results per Dwelling Unit: Mixed Fuel Packages Climate Zone Electric /Gas Utility 3-Story (Efficiency + PV + Battery) 5-Story (Efficiency + PV) Standard CARE Standard CARE B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV B/C Ratio NPV CZ01 PGE 1.8 $5,671 1.2 $1,113 3.3 $5,514 2.2 $2,765 CZ02 PGE 1.8 $4,728 1.2 $907 1.8 $578 1.5 $337 CZ03 PGE 1.7 $4,043 1.1 $579 2.8 $1,764 2.0 $1,028 CZ04 PGE 1.6 $3,360 1.0 $259 1.3 $69 0.8 ($44) CZ05 PGE 1.7 $3,609 1.1 $414 1.9 $634 1.7 $442 CZ05 PGE/SCG 1.7 $3,609 1.1 $414 1.9 $634 1.7 $442 CZ06 SCE/SCG 1.5 $2,668 0.9 ($515) 0.4 ($81) 0.3 ($92) CZ07 SDGE 2.5 $8,220 1.7 $4,106 0.0 ($237) 0.0 ($237) CZ08 SCE/SCG 1.8 $4,156 1.1 $446 2.1 $504 1.3 $137 CZ09 SCE 1.7 $3,359 0.99 ($26) 1.2 $54 0.9 ($28) CZ10 SCE/SCG 1.8 $4,331 1.1 $577 2.4 $759 1.3 $180 CZ10 SDGE 2.5 $8,049 1.8 $4,180 4.8 $2,030 0.0 ($536) CZ11 PGE 1.9 $5,562 1.2 $1,435 4.1 $4,911 2.7 $2,744 CZ12 PGE 1.7 $4,133 1.1 $517 2.4 $1,627 1.8 $905 CZ13 PGE 1.8 $4,374 1.2 $883 4.3 $4,863 2.9 $2,777 CZ14 SCE/SCG 2.0 $5,545 1.3 $1,395 1.9 $353 1.3 $136 CZ14 SDGE 2.8 $9,815 1.4 $2,292 3.9 $1,158 0.0 ($395) CZ15 SCE/SCG 1.9 $4,603 1.2 $887 4.4 $2,204 1.9 $586 CZ16 PG&E 1.5 $2,674 0.97 ($162) 3.0 $3,686 2.0 $1,908 4.6 Greenhouse Gas Reductions Figure 1 and Figure 2 compare greenhouse gas reductions across all the packages for the multifamily 3-story and 5- story prototypes, respectively. Savings represent average annual savings per dwelling unit over the 30-year lifetime of the analysis. Electrification of gas uses represents the greatest greenhouse gas reductions, followed by PV. Greenhouse gas reductions are greatest for the all-electric + PV package. Cost-Effectiveness Analysis: Single Family New Construction 31 Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Figure 1. 3-Story greenhouse gas reductions (metric tons) per dwelling unit Figure 2. 5-Story greenhouse gas savings (metric tons) per dwelling unit 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1.0 CZ 01 CZ 02 CZ 03 CZ 04 CZ 05 CZ 06 CZ 07 CZ 08 CZ 09 CZ 10 CZ 11 CZ 12 CZ 13 CZ 14 CZ 15 CZ 16Greenhouse Gas Reduc�ons (metric tons)Mixed Fuel Efficiency Mixed Fuel Efficiency + PV + Ba�ery All-Electric Code Minimum All-Electric + PV 0.0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 0.9 1.0 CZ 01 CZ 02 CZ 03 CZ 04 CZ 05 CZ 06 CZ 07 CZ 08 CZ 09 CZ 10 CZ 11 CZ 12 CZ 13 CZ 14 CZ 15 CZ 16Greenhouse Gas Reduc�ons (metric tons)Mixed Fuel EfficiencyMixed Fuel Efficiency + PV All-Electric Code Minimum All-Electric + PV Cost-Effectiveness Analysis: Single Family New Construction 32 Summary localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 5 Summary The Reach Codes Team identified packages of electrification and energy efficiency measures as well as packages combining these measures with solar PV generation and battery storage, simulated them using building modeling software, and gathered costs to determine the cost-effectiveness of multiple scenarios. The Reach Codes Team coordinated with multiple utilities, cities, and building community experts to develop a set of assumptions considered reasonable in the current market. Changing assumptions, such as the period of analysis, measure selection, cost assumptions, energy escalation rates, or utility tariffs are likely to change results. Table 22 summarizes results for each prototype and depicts the efficiency TDV compliance margins achieved for each climate zone and package. Because local reach codes must both exceed the Energy Commission performance budget (i.e., have a positive compliance margin) and be cost-effective, the Reach Codes Team highlighted cells meeting these two requirements to help clarify the upper boundary for potential reach code policies. All results presented in this study have a positive compliance margin. • Cells highlighted in green depict cases with a positive compliance margin and cost-effective results using both On-Bill and TDV approaches. • Cells highlighted in yellow depict cases with a positive compliance margin and cost-effective results using either the On-Bill or TDV approach. • Cells not highlighted depict cases with a positive compliance margin but that were not cost-effective using either the On-Bill or TDV approach. Following are key takeaways and recommendations from the analysis. • The Reach Codes Team found all-electric new construction to be feasible and cost-effective based on the California Energy Commission’s Time Dependent Valuation (TDV) metric in all cases. In many cases all- electric prescriptive code construction results in an increase in utility costs and is not cost-effective On-Bill. Some exceptions include the SMUD and CPAU territories where lower electricity rates relative to gas rates result in lower overall utility bills. • All-electric packages have lower GHG emissions than mixed fuel packages in all cases, due to the clean power sources currently available from California’s power providers. • The 2022 Energy Code’s new source energy metric combined with the heat pump space heating baseline in most climate zones encourages all-electric construction. While the code does not include an electric baseline for water heating, the penalty for central electric water heating observed in the performance approach in past code cycles has been removed and a credit is provided for well-designed central heat pump water heaters in most cases. • Electrification combined with increased PV capacity results in utility cost savings and was found to be On-Bill cost-effective in all cases. • The results in this study are based on today’s net energy metering (NEM 2.0) rules and do not account for recently approved changes to the NEM tariff (referred to as the net billing tariff). The net billing tariff decreases the value of PV to the consumer as compared to NEM 2.0. As a result, the cost-effectiveness of the packages that include above-code PV capacity is expected to be less under the net billing tariff. Conversely, the net billing tariff is expected to increase On-Bill cost-effectiveness of the all-electric prescriptive code scenario. An all-electric home has better on-site utilization of generated electricity from PV than a mixed fuel home with a similar sized PV system, and as a result exports less electricity to the grid. Since the net-billing tariff values exports less than under NEM 2.0, the relative impact on annual utility costs to the mixed fuel baseline is greater. • This analysis does justify requiring a modest reach based on either efficiency TDV or source energy for all- electric buildings. However, this may be challenging for some projects given the recent changes to which the industry must adapt, including the efficiency updates and multifamily restructuring in the 2022 Title 24, Part 6 code. While project compliance margins using a CO2 refrigerant heat pump water heating system are high, the Reach Code Team found lower compliance margins using other heat pump water heater system designs. Cost-Effectiveness Analysis: Single Family New Construction 33 Summary localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Focusing on supporting projects to electrify water heating is expected to support the market shift towards more central heat pump water heaters. • For jurisdictions interested in a reach code that allows for mixed fuel buildings, a mixed fuel efficiency and PV package (and battery for the 3-story prototype) was found to be cost-effective based on TDV in all cases and cost-effective On-Bill in most climate zones. This path, referred to as “Electric-Preferred”, allows for mixed fuel buildings but requires a higher building performance than for all-electric buildings. The efficiency measures evaluated in this study did not provide significant compliance benefit. As a result, the Reach Codes Team recommends establishing a compliance margin target based on source energy or total TDV. This would allow for PV and battery above minimum code requirements to be used to meet the target. • Jurisdictions interested in increasing affordable multifamily housing should know that applying the CARE rates has the overall impact of increasing utility cost savings for an all-electric building in most climate zones compared to a code compliant mixed fuel building, improving On-Bill cost-effectiveness. Local jurisdictions may also adopt ordinances that amend different parts of the California Building Standards Code or may elect to amend other state or municipal codes. The decision regarding which code to amend will determine the specific requirements that must be followed for an ordinance to be legally enforceable. Reach codes that amend Part 6 of the California Building Code and require energy performance beyond state code minimums must demonstrate the proposed changes are cost-effective and obtain approval from the Energy Commission. Table 22. Summary of Efficiency TDV Compliance Margins and Cost-Effectiveness Climate Zone Electric /Gas Utility 3-Story 5-Story All-Electric Prescriptive Code All- Electric + PV Mixed Fuel Efficiency Mixed Fuel Efficiency + PV + Battery All-Electric Prescriptive Code All- Electric + PV Mixed Fuel Efficiency Mixed Fuel Efficiency + PV CZ01 PGE 26% 26% 1% 1% 14% 14% 0% 0% CZ02 PGE 20% 20% 1% 1% 9% 9% 1% 1% CZ03 PGE 21% 21% 1% 1% 11% 11% 0% 0% CZ04 PGE 18% 18% 1% 1% 9% 9% 1% 1% CZ04 CPAU 18% 18% 1% 1% 9% 9% 1% 1% CZ05 PGE 23% 23% 1% 1% 12% 12% 0% 0% CZ05 PGE/SCG 23% 23% 1% 1% 12% 12% 0% 0% CZ06 SCE/SCG 18% 18% 1% 1% 9% 9% 0% 0% CZ07 SDGE 20% 20% 0% 0% 11% 11% 0% 0% CZ08 SCE/SCG 13% 13% 1% 1% 8% 8% 1% 1% CZ09 SCE 13% 13% 1% 1% 7% 7% 1% 1% CZ10 SCE/SCG 14% 14% 3% 3% 7% 7% 2% 2% CZ10 SDGE 14% 14% 3% 3% 7% 7% 2% 2% CZ11 PGE 14% 14% 3% 3% 8% 8% 2% 2% CZ12 PGE 17% 17% 2% 2% 9% 9% 2% 2% CZ12 SMUD/PGE 17% 17% 2% 2% 9% 9% 2% 2% CZ13 PGE 13% 13% 4% 4% 7% 7% 2% 2% CZ14 SCE/SCG 13% 13% 3% 3% 6% 6% 2% 2% CZ14 SDGE 13% 13% 3% 3% 6% 6% 2% 2% CZ15 SCE/SCG 5% 5% 5% 5% 3% 3% 3% 3% CZ16 PG&E 24% 24% 5% 5% 9% 9% 2% 2% Cost-Effectiveness Analysis: Single Family New Construction 34 References localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 6 References Barbose, G., Darghouth, N., O'Shaughnessy, E., & Forrester, S. (2022, October). Tracking the Sun. Pricing and Design Trends for Distributed Photovoltaic Systems in the United States 2022 Edition. Retrieved from https://emp.lbl.gov/tracking-the-sun California Energy Commission. (2017). Rooftop Solar PV System. Measure number: 2019-Res-PV-D Prepared by Energy and Environmental Economics, Inc. Retrieved from https://efiling.energy.ca.gov/getdocument.aspx?tn=221366 California Energy Commission. (2022a). 2022 Building Energy Efficiency Standards for Residential and Nonresidential Buildings. CEC-400-2022-010-CMF. Retrieved from https://www.energy.ca.gov/sites/default/files/2022- 12/CEC-400-2022-010_CMF.pdf California Energy Commission. (2022b). 2022 Reference Appendices for the 202 Building Energy Efficiency Standards. CEC-400-2022-010-AP. Retrieved from https://www.energy.ca.gov/sites/default/files/2022-08/CEC-400- 2022-010-AP.pdf California Energy Commission. (2022c, Feb). 2022 Single-Family Residential Alternative Calculation Method Reference Manual. CEC-400-2022-008-CMF-REV. Retrieved from https://www.energy.ca.gov/publications/2022/2022- single-family-residential-alternative-calculation-method-reference-manual California Public Utilities Commission. (2021a). Utility Costs and Affordability of the Grid of the Future: An Evaluation of Electric Costs, Rates, and Equity Issues Pursuant to P.U. Code Section 913.1. Retrieved from https://www.cpuc.ca.gov/-/media/cpuc-website/divisions/office-of-governmental-affairs- division/reports/2021/senate-bill-695-report-2021-and-en-banc-whitepaper_final_04302021.pdf California Public Utilities Commission. (2021b). Database for Energy-Efficient resources (DEER2021 Update). Retrieved April 13, 2021, from http://www.deeresources.com/index.php/deer-versions/deer2021 California Public Utilities Commission. (2022). Proposed Decision Rulemaking 19-01-011: PHASE III DECISION ELIMINATING GAS LINE EXTENSION ALLOWANCES. Retrieved from https://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M496/K876/496876177.PDF E-CFR. (2020). https://www.ecfr.gov/cgi- bin/retrieveECFR?gp=&SID=8de751f141aaa1c1c9833b36156faf67&mc=true&n=pt10.3.431&r=PART&ty=HTM L#se10.3.431_197. Retrieved from Electronic Code of Federal Regulations: https://www.ecfr.gov/cgi- bin/retrieveECFR?gp=&SID=8de751f141aaa1c1c9833b36156faf67&mc=true&n=pt10.3.431&r=PART&ty=HTM L#se10.3.431_197 Energy + Environmental Economics. (2020). Time Dependent Valuation of Energy for Developing Building Efficiency Standards: 2022 Time Dependent Valuation (TDV) and Source Energy Metric Data Sources and Inputs. E-Source companies. (2020). Behind-the-Meter Battery Market Study. Prepared for San Diego Gas & Electric. Retrieved from https://www.etcc-ca.com/reports/behind-meter-battery-market-study?dl=1582149166 Horii, B., Cutter, E., Kapur, N., Arent, J., & Conotyannis, D. (2014). Time Dependent Valuation of Energy for Developing Building Energy Efficiency Standards. Statewide CASE Team. (2018). Energy Savings Potential and Cost-Effectiveness Analysis of High Efficiency Windows in California. Prepared by Frontier Energy. Retrieved from https://www.etcc-ca.com/reports/energy-savings- potential-and-cost-effectiveness-analysis-high-efficiency-windows-california Statewide CASE Team. (2020a). Nonresidential High Performance Envelope Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by Energy Solutions. Retrieved from https://title24stakeholders.com/wp-content/uploads/2020/10/2020-T24-NR-HP-Envelope-Final-CASE- Report.pdf Statewide CASE Team. (2020b). Residential Energy Savings and Process Improvements for Additions and Alterations Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by Frontier Cost-Effectiveness Analysis: Single Family New Construction 35 References localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Energy. Retrieved from https://title24stakeholders.com/wp-content/uploads/2020/08/SF-Additions-and- Alterations_Final_-CASE-Report_Statewide-CASE-Team.pdf Statewide CASE Team. (2020c). Multifamily All-Electric Codes and Standards Enhancement (CASE) Initiative 2022 California Energy Code. Prepared by TRC. Statewide Reach Codes Team. (2020). 2019 Mid-Rise New Construction Reach Code Cost-Effectiveness Study. Prepared by Frontier Energy, Misti Bruceri & Associates, and EnergySoft. Retrieved from https://localenergycodes.com/download/492/file_path/fieldList/2019%20Mid-rise%20NC%20Cost- Eff%20Report.pdf Statewide Reach Codes Team. (2021). 2019 Cost-Effectiveness Study: 2020 Analysis of High-Rise Residential New Construction. Prepared by Frontier Energy and Misti Bruceri & Associates. Retrieved from https://www.localenergycodes.com/download/737/file_path/fieldList/2019%20High-Rise%20NC-Cost- Eff%20Report-2021-02-22.pdf Statewide Reach Codes Team. (2022a). 2022 Cost-Effectiveness Study: Single Family new Construction. Prepared by Frontier Energy and Misti Bruceri & Associates. Retrieved from California Energy Codes & Standards: https://localenergycodes.com/content/resources Statewide Reach Codes Team. (2022b). Nonresidential New Construction Reach Code Cost-effectiveness Study. Prepared by Avani Goyal, Farhad Farahmand, TRC Companies. Retrieved from California Energy Codes & Standards: https://localenergycodes.com/content/resources TRC. (2018 ). 2019 Title 24 Energy Reach Code Cost-Effectiveness Analysis Draft. City of Palo Alto. Retrieved from https://cityofpaloalto.org/civicax/filebank/documents/66742 TRC. (2019). Multifamily Prototypes. Prepared for Southern California Edison. Retrieved from https://title24stakeholders.com/wp-content/uploads/2019/06/SCE- MFModeling_MultifamilyPrototypesReport_2019-06-07_clean.pdf Cost-Effectiveness Analysis: Single Family New Construction 36 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7 Appendices 7.1 Map of California Climate Zones Climate zone geographical boundaries are depicted in Figure 3. The map in Figure 3 along with a zip-code search directory is available at: https://ww2.energy.ca.gov/maps/renewable/building_climate_zones.html Figure 3. Map of California climate zones. Cost-Effectiveness Analysis: Single Family New Construction 37 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.2 Utility Rate Schedules The Reach Codes Team used the CA IOU and POU rate tariffs detailed below to determine the On-Bill savings for each package. The California Climate Credit was applied for both electricity and natural gas service for the IOUs using the 2022 credits shows below.9 The credits were applied to reduce the total calculated annual bill, including any fixed fees or minimum bill amounts. Electricity rates reflect the most recent approved tariffs. Monthly gas rates were estimated based on the latest available gas rate (December 2022) and a curve to reflect how natural gas prices fluctuate with seasonal supply and demand. The seasonal curve was estimated from monthly residential tariffs between 2012 and 2022 (between 2020 and 2022 for CPAU). 12-month curves were created from monthly gas rates for each of the eleven years (three years for CPAU). These annual curves were then averaged to arrive at an average normalized annual curve. This was conducted separately for baseline and excess energy rates. Costs used in this analysis were then derived by establishing the most recent baseline and excess rate from the latest tariff as a reference point (December 2022), and then using the normalized curve to estimate the cost for the remaining months relative to the reference point rate. 9 https://www.cpuc.ca.gov/industries-and-topics/natural-gas/greenhouse-gas-cap-and-trade-program/california-climate- credit Cost-Effectiveness Analysis: Single Family New Construction 38 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.2.1 Pacific Gas & Electric The following pages provide details on the PG&E electricity and natural gas tariffs applied in this study. Error! Reference source not found. describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $0.0474/ kWh was applied to any net annual electricity generation based on a one-year average of the rates between November 2021 and October 2022. Table 23. PG&E Baseline Territory by Climate Zone Climate Zone Baseline Territory CZ01 V CZ02 X CZ03 T CZ04 X CZ05 T CZ11 R CZ12 S CZ13 R CZ16 Y The PG&E monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Error! Reference source not found.. These are applied to both the G-1 and GM rates. These rates are based on applying a normalization curve to the December 2022 tariff based on eleven years of historical gas data. See the beginning of Section Error! Reference source not found. Error! Reference source not found. for further details. The corresponding CARE rates are shown in Error! Reference source not found. and reflect the 20 percent discount per the GL-1 tariff. The GM master metered wather heating baseline quantity of 0.43 therms per dwelling unit per day in all baseline territories and in both seasons was applied to the centrally metered gas water heating. Table 24. PG&E Monthly Gas Rate ($/therm) Month Total Charge Baseline Excess January $2.20579 $2.66008 February $2.24291 $2.69637 March $2.11750 $2.58278 April $2.08101 $2.55500 May $2.08062 $2.55844 June $2.09104 $2.56928 July $2.10404 $2.58189 August $2.15162 $2.63251 September $2.18718 $2.67910 October $2.23153 $2.71934 November $2.32121 $2.79158 December $2.34123 $2.80922 Cost-Effectiveness Analysis: Single Family New Construction 39 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 25. PG&E Monthly CARE (GL-1) Gas Rate ($/therm) Month Total CARE Charge Baseline Excess January $1.76463 $2.12806 February $1.79433 $2.15710 March $1.69400 $2.06622 April $1.66480 $2.04400 May $1.66449 $2.04675 June $1.67283 $2.05543 July $1.68323 $2.06551 August $1.72129 $2.10601 September $1.74974 $2.14328 October $1.78523 $2.17547 November $1.85697 $2.23327 December $1.87298 $2.24738 Cost-Effectiveness Analysis: Single Family New Construction 40 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 41 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 42 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 43 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.2.2 Southern California Edison The following pages provide details on are the SCE electricity tariffs applied in this study. Error! Reference source not found. describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $ 0.04361/ kWh was applied to any net annual electricity generation based on a one-year average of the rates between November 2021 and October 2022 Table 26: SCE Baseline Territory by Climate Zone Climate Zone Baseline Territory CZ06 6 CZ08 8 CZ09 9 CZ10 10 CZ14 14 CZ15 15 Cost-Effectiveness Analysis: Single Family New Construction 44 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 45 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 46 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.2.3 Southern California Gas Following are the SoCalGas natural gas tariffs applied in this study. Error! Reference source not found. describes the baseline territories that were assumed for each climate zone. Table 27. SoCalGas Baseline Territory by Climate Zone Climate Zone Baseline Territory CZ05 2 CZ06 1 CZ08 1 CZ09 1 CZ10 1 CZ14 2 CZ15 1 The SoCalGas monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Error! Reference source not found.. These rates are based on applying a normalization curve to the December 2022 tariff based on eleven years of historical gas data. See the beginning of Section Error! Reference source not found. Error! Reference source not found. for further details. Long-term historical natural gas rate data was only available for SoCalGas’ procurement charges.10 The baseline and excess transmission charges were found to be consistent over the course of a year and applied for the entire year based on 2022 rates. CARE rates reflect the 20 percent discount per the GR tariff. Table 28. SoCalGas Monthly Gas Rate ($/therm) Month Procurement Charge Transportation Charge Total Charge Baseline Excess Baseline Excess January $0.90581 $0.82487 $1.23877 $1.73068 $2.14458 February $0.83669 $0.82487 $1.23877 $1.66156 $1.84967 March $0.80596 $0.82487 $1.23877 $1.63083 $1.82938 April $0.71941 $0.82487 $1.23877 $1.54428 $1.75890 May $0.77049 $0.82487 $1.23877 $1.59536 $1.78548 June $0.86253 $0.82487 $1.23877 $1.68740 $1.83337 July $0.87687 $0.82487 $1.23877 $1.70174 $1.86833 August $0.95391 $0.82487 $1.23877 $1.77878 $1.91089 September $0.85896 $0.82487 $1.23877 $1.68383 $1.83611 October $0.84147 $0.82487 $1.23877 $1.66634 $1.84936 November $0.89018 $0.82487 $1.23877 $1.71505 $1.88836 December $1.05329 $0.82487 $1.23877 $1.87816 $1.98294 10 The SoCalGas procurement and transmission charges were obtained from the following site: https://www.socalgas.com/for-your-business/energy-market-services/gas-prices Cost-Effectiveness Analysis: Single Family New Construction 47 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 48 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.2.4 San Diego Gas & Electric Following are the SDG&E electricity and natural gas tariffs applied in this study. Error! Reference source not found. describes the baseline territories that were assumed for each climate zone. A net surplus compensation rate of $0.04174 / kWh was applied to any net annual electricity generation based on a one-year average of the rates between January 2022 and December 2022. Table 29. SDG&E Baseline Territory by Climate Zone Climate Zone Baseline Territory CZ07 Coastal CZ10 Inland CZ14 Mountain The SDG&E monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Error! Reference source not found.. These rates are based on applying a normalization curve to the December 2022 tariff based on eleven years of historical gas data. See the beginning of Section Error! Reference source not found. Error! Reference source not found. for further details. CARE rates reflect the 20 percent discount per the G-CARE tariff. Table 30. SDG&E Monthly Gas Rate ($/therm) Month Total Charge Baseline Excess January $2.33762 $2.34748 February $2.26751 $2.28440 March $2.25119 $2.27016 April $2.20192 $2.22744 May $2.24252 $2.26403 June $2.31819 $2.33060 July $2.32406 $2.33630 August $2.37527 $2.38090 September $2.33542 $2.34971 October $2.30366 $2.32151 November $2.31722 $2.33381 December $2.45653 $2.73517 Cost-Effectiveness Analysis: Single Family New Construction 49 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 50 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 51 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 52 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 53 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.2.5 City of Palo Alto Utilities Following are the CPAU electricity and natural gas tariffs applied in this study. The CPAU monthly gas rate in $/therm was applied on a monthly basis according to the rates shown in Error! Reference source not found.. These rates are based on applying a normalization curve to the December 2022 tariff based on three years of historical gas data. See the beginning of Section Error! Reference source not found. Error! Reference source not found. for further details. The monthly service charge applied was $106.90 per month per the December 2022 G-2 tariff. Table 31. CPAU Monthly Gas Rate ($/therm) Month G2 Volumetric Totals January $1.80964 February $1.67009 March $1.68480 April $1.68698 May $1.78478 June $1.88288 July $1.88355 August $2.06943 September $2.06798 October $2.08553 November $2.09681 December $2.45700 Cost-Effectiveness Analysis: Single Family New Construction 54 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 55 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.2.6 Sacramento Municipal Utilities District (Electric Only) Following are the SMUD electricity tariffs applied in this study. The rates effective January 2023 were used. Cost-Effectiveness Analysis: Single Family New Construction 56 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 57 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.2.7 Fuel Escalation Assumptions The average annual escalation rates in Error! Reference source not found. were used in this study. These are based on assumptions from the CPUC 2021 En Banc hearings on utility costs through 2030 (California Public Utilities Commission, 2021a). Escalation rates through the remainder of the 30-year evaluation period are based on the escalation rate assumptions within the 2022 TDV factors. No data was available to estimate electricity escalation rates for CPAU and SMUD, therefore electricity escalation rates for PG&E and statewide natural gas escalation rates were applied. Table 32: Real Utility Rate Escalation Rate Assumptions Statewide Natural Gas Residential Average Rate (%/year, real) Electric Residential Average Rate (%/year, real) PG&E SCE SDG&E 2023 4.6% 1.8% 1.6% 2.8% 2024 4.6% 1.8% 1.6% 2.8% 2025 4.6% 1.8% 1.6% 2.8% 2026 4.6% 1.8% 1.6% 2.8% 2027 4.6% 1.8% 1.6% 2.8% 2028 4.6% 1.8% 1.6% 2.8% 2029 4.6% 1.8% 1.6% 2.8% 2030 4.6% 1.8% 1.6% 2.8% 2031 2.0% 0.6% 0.6% 0.6% 2032 2.4% 0.6% 0.6% 0.6% 2033 2.1% 0.6% 0.6% 0.6% 2034 1.9% 0.6% 0.6% 0.6% 2035 1.9% 0.6% 0.6% 0.6% 2036 1.8% 0.6% 0.6% 0.6% 2037 1.7% 0.6% 0.6% 0.6% 2038 1.6% 0.6% 0.6% 0.6% 2039 2.1% 0.6% 0.6% 0.6% 2040 1.6% 0.6% 0.6% 0.6% 2041 2.2% 0.6% 0.6% 0.6% 2042 2.2% 0.6% 0.6% 0.6% 2043 2.3% 0.6% 0.6% 0.6% 2044 2.4% 0.6% 0.6% 0.6% 2045 2.5% 0.6% 0.6% 0.6% 2046 1.5% 0.6% 0.6% 0.6% 2047 1.3% 0.6% 0.6% 0.6% 2048 1.6% 0.6% 0.6% 0.6% 2049 1.3% 0.6% 0.6% 0.6% 2050 1.5% 0.6% 0.6% 0.6% 2051 1.8% 0.6% 0.6% 0.6% 2052 1.8% 0.6% 0.6% 0.6% Cost-Effectiveness Analysis: Single Family New Construction 58 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.3 Cost Details Table 33 presents additional detail on the first cost assumptions for the central water heating systems. For the 5-story prototype costs are provided both for a CO2 refrigerant Sanden-based and R-134a refrigerant Colmac-based heat pump water heater designs. The results presented in the main body of this report are based on the Sanden design. A sensitivity analysis was also conducted for a Colmac design (see Appendix 7.5 Central Heat Pump Water Heater Comparison) and the cost comparison is presented here. All costs are based on data from the 2022 Multifamily All- Electric CASE Report (Statewide CASE Team, 2020c). Table 33. Heat Pump Water Heater First Costs per Building (Present Value (2023$)) Item 3-Story (36-units) 5-Story (88-units) Gas Boiler (CZs 1-9) Gas Boiler (CZs 10-16) Heat Pump Gas Boiler (CZs 1-9) Gas Boiler (CZs 10-16) Heat Pump (Sanden) Heat Pump (Colmac) Water Heating Equipment $87,602 $87,602 $140,907 $135,146 $135,146 $244,742 $319,485 Solar Thermal Collector $39,800 $46,888 n/a $74,740 $91,776 n/a n/a Gas Piping $8,890 $8,890 n/a $9,065 $9,065 n/a n/a Electrical Circuits n/a n/a $25,000 n/a n/a $25,000 $25,000 Overhead & Markup $37,480 $39,430 $45,624 $60,212 $64,896 $74,179 $94,733 Total $173,772 $182,810 $211,531 $279,163 $300,883 $343,920 $439,218 Table 34 presents additional detail on the first cost assumptions for the space hating systems. Table 34. Heat Pump Space Heater First Costs per Dwelling Unit (Present Value (2023$) Item 3-Story 5-Story Source & Notes Furnace + Split AC Heat Pump Furnace + Split HP Heat Pump Dwelling Unit HVAC $5,651 $5,460 $6,109 $5,460 Gas system costs based on 2022 Multifamily All-Electric CASE Report. Heat pump costs based on online equipment research indicating a 2-ton HP is $191 less than a furnace/AC of the same size. Refrigerant Piping $563 $563 $423 $423 2022 Multifamily All-Electric CASE Report. Gas Piping $92 $0 $227 $0 Electrical Circuits $0 $150 $0 $150 Labor $9,904 $6,985 $9,904 $6,985 Based on the 2022 Multifamily All- Electric CASE Report with adjustments to align with updated equipment costs. Overhead & Markup $4,457 $3,618 $4,582 $3,579 Based on a 27% markup Total $20,667 $16,776 $21,245 $16,597 Incremental Cost ($3,891) ($4,647) Cost-Effectiveness Analysis: Single Family New Construction 59 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.4 PG&E Gas Infrastructure Cost Memo Cost-Effectiveness Analysis: Single Family New Construction 60 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 61 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Cost-Effectiveness Analysis: Single Family New Construction 62 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.5 Central Heat Pump Water Heater Comparison Table 35 presents energy and cost-effectiveness results for a R-134a refrigerant based system design using a Colmac central heat pump water heater in the 5- story prototype. This was only found to be cost-effective based on at least one of the two metrics in Climate Zones 1, 4 in CPAU territory, and 16. Table 35. 5-Story Cost-Effectiveness: All-Electric Prescriptive Code with R-134a Heat Pump Water Heater Climate Zone Electric /Gas Utility Efficiency TDV Comp Margin Source Comp Margin Annual Elec Savings (kWh) Annual Gas Savings (therms) Utility Cost Savings Incremental Cost On-Bill TDV First Year Lifecycle (2022$) First Year Lifecycle (2022$) B/C Ratio NPV B/C Ratio NPV CZ01 PGE 6% 6% -1,496 147 ($155) ($1,240) ($3,556) ($4,223) 3.4 $2,984 >1 $5,870 CZ02 PGE 4% 2% -1,197 120 ($145) ($1,513) $1,691 $2,749 0.0 ($4,262) 0.5 ($1,287) CZ03 PGE 6% 3% -1,166 120 ($138) ($1,360) $1,691 $2,749 0.0 ($4,109) 0.8 ($523) CZ04 PGE 4% 2% -1,116 113 ($76) ($49) $1,691 $2,749 0.0 ($2,798) 0.7 ($949) CZ04 CPAU 4% 2% -1,116 113 $185 $7,144 $1,718 $2,776 2.6 $4,368 0.6 ($976) CZ05 PGE 5% 2% -1,161 117 ($137) ($1,391) $1,691 $2,749 0.0 ($4,140) 0.5 ($1,412) CZ05 PGE/SCG 5% 2% -1,161 117 ($189) ($3,016) $1,691 $2,749 0.0 ($5,765) 0.5 ($1,412) CZ06 SCE/SCG 4% 1% -1,000 104 ($92) ($879) $1,691 $2,749 0.0 ($3,628) 0.6 ($1,013) CZ07 SDGE 5% 2% -996 106 ($183) ($3,216) $1,691 $2,749 0.0 ($5,965) 0.7 ($936) CZ08 SCE/SCG 3% 1% -948 100 ($156) ($2,413) $1,691 $2,749 0.0 ($5,162) 0.7 ($695) CZ09 SCE 3% 0% -966 100 ($132) ($1,863) $1,691 $2,749 0.0 ($4,612) 0.7 ($738) CZ10 SCE/SCG 3% 1% -962 84 ($188) ($3,375) $1,444 $2,395 0.0 ($5,770) 0.3 ($1,596) CZ10 SDGE 3% 1% -962 84 ($239) ($4,959) $1,444 $2,395 0.0 ($7,354) 0.3 ($1,596) CZ11 PGE 4% 3% -1,029 92 ($165) ($2,487) $1,444 $2,395 0.0 ($4,882) 0.4 ($1,367) CZ12 PGE 4% 3% -1,081 96 ($172) ($2,591) $1,444 $2,395 0.0 ($4,986) 0.3 ($1,667) CZ12 SMUD/PGE 4% 3% -1,081 96 $26 $1,988 $1,444 $2,395 0.8 ($407) 0.3 ($1,667) CZ13 PGE 3% 2% -976 88 ($156) ($2,361) $1,444 $2,395 0.0 ($4,756) 0.4 ($1,452) CZ14 SCE/SCG 2% -1% -1,045 84 ($210) ($3,880) $1,444 $2,395 0.0 ($6,275) 0.1 ($2,056) CZ14 SDGE 2% -1% -1,045 84 ($270) ($5,725) $1,444 $2,395 0.0 ($8,120) 0.1 ($2,056) CZ15 SCE/SCG 2% -1% -718 65 ($146) ($2,713) $1,444 $2,395 0.0 ($5,108) 0.3 ($1,564) CZ16 PG&E -5% 6% -1,913 142 ($276) ($4,142) ($3,803) ($4,577) 1.1 $435 1.2 $746 Cost-Effectiveness Analysis: Single Family New Construction 63 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 7.6 Summary of Measures by Package Table 36 provides the details of the measures in each of the efficiency package by climate zone. The measures are the same for the 3-story and 5-story prototypes. Table 37 presents the PV capacities per dwelling unit in the upgrade packages. In Climate Zone 6 for the mixed fuel case in the 5-story prototype there is no upgrade to the PV system capacity as the prescriptive PV system already offset all of the estimated electricity use. Table 36. Mixed Fuel Efficiency Package Measures Climate Zone 0.70 Roof Solar Reflectance 0.24 U-Factor Windows 0.35 W/cfm Verified Low Leakage Ducts in Conditioned Space 1 X X 2 X 3 X 4 X 5 X 6 X 7 X 8 X 9 X X 10 X X X 11 X X X 12 X X X 13 X X X 14 X X X 15 X X X 16 X X X Cost-Effectiveness Analysis: Single Family New Construction 64 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Table 37. Upgrade Package PV Capacities (kW-DC) Climate Zone All-Electric + PV Mixed Fuel + PV 3-Story 5-Story 3-Story 5-Story CZ01 4.41 4.35 3.69 3.43 CZ02 3.56 3.58 3.02 2.98 CZ03 3.31 3.29 2.80 2.72 CZ04 3.21 3.27 2.73 2.75 CZ05 3.04 3.08 2.57 2.55 CZ06 2.91 3.04 2.49 2.68 CZ07 3.09 3.21 2.64 2.74 CZ08 3.18 3.30 2.76 2.86 CZ09 3.04 3.16 2.63 2.73 CZ10 3.20 3.30 2.79 2.86 CZ11 3.90 3.95 3.42 3.43 CZ12 3.53 3.60 3.05 3.08 CZ13 3.77 3.84 3.32 3.36 CZ14 3.20 3.23 2.79 2.79 CZ15 3.93 3.94 3.58 3.58 CZ16 3.79 3.76 2.60 2.90 Cost-Effectiveness Analysis: Single Family New Construction 65 Appendices localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-06-20 Get In Touch The adoption of reach codes can differentiate jurisdictions as efficiency leaders and help accelerate the adoption of new equipment, technologies, code compliance, and energy savings strategies. As part of the Statewide Codes & Standards Program, the Reach Codes Subprogram is a resource available to any local jurisdiction located throughout the state of California. Our experts develop robust toolkits as well as provide specific technical assistance to local jurisdictions (cities and counties) considering adopting energy reach codes. These include cost-effectiveness research and analysis, model ordinance language and other code development and implementation tools, and specific technical assistance throughout the code adoption process. If you are interested in finding out more about local energy reach codes, the Reach Codes Team stands ready to assist jurisdictions at any stage of a reach code project. Visit LocalEnergyCodes.com to access our resources and sign up for newsletters Contact info@localenergycodes.com for no-charge assistance from expert Reach Code advisors Follow us on Twitter Cost-effectiveness Analysis: Nonresidential New Construction Buildings Prepared by: Avani Goyal, Farhad Farahmand TRC Companies Inc. Prepared for: Jay Madden Codes and Standards Program Southern California Edison Last modified: 2023/03/24 Revision: 1.3 2 0 2 2 C o d e : Nonresidential New Construction Reach Code Cost-effectiveness Study Cost-effectiveness Analysis: Nonresidential New Construction Buildings Legal Notice This report was prepared by Southern California Edison Company and funded by the California utility customers under the auspices of the California Public Utilities Commission. Copyright 2023, Southern California Edison Company. All rights reserved, except that this document may be used, copied, and distributed without modification. Neither SCE nor any of its employees makes any warranty, express or implied; or assumes any legal liability or responsibility for the accuracy, completeness or usefulness of any data, information, method, product, policy, or process disclosed in this document; or represents that its use will not infringe any privately - owned rights including, but not limited to, patents, trademarks, or copyrights. Acronym List AC – Air Conditioner ASHRAE - American Society of Heating, Refrigerating and Air-Conditioning Engineers B/C – Benefit-to-Cost Ratio BOD – Basis of Design BSC – Building Standards Commission Btu – British thermal unit CAV – Constant Air Volume CBECC - California Building Energy Code Compliance CBECS - Commercial Building Energy Consumption Survey CBSC - California Building Standards Commission CEC - California Energy Commission CPAU – City of Palo Alto Utilities CZ – Climate Zone DCKV – Demand-Controlled Kitchen Ventilation DHW – Domestic Hot Water DEER – Database for Energy Efficient Resources DOE – U.S. Department of Energy E3 – Energy and Environmental Economics EUI – Energy Use Index FDD – Fault Detection and Diagnostics GHG - Greenhouse Gas GPM – Gallons Per Minute HVAC – Heating, Ventilation, and Air Conditioning IOU – Investor-Owned Utility Cost-effectiveness Analysis: Nonresidential New Construction Buildings kWh – Kilowatt Hour LADWP – Los Angeles Department of Water and Power LBNL – Lawrence Berkeley National Lab LPD – Lighting Power Density NPV – Net Present Value QSR – Quick-Service Restaurant PNNL – Pacific Northwest National Laboratory POU – Publicly Owned Utility PTHP – Packaged Terminal Heat Pump PG&E – Pacific Gas & Electric (utility) PTAC – Packaged Terminal Air Conditioning PV - Solar Photovoltaic SCE – Southern California Edison (utility) SCG – Southern California Gas (utility) SDG&E – San Diego Gas & Electric (utility) SHW – Service Hot Water SMUD – Sacramento Municipal Utility District SZ – Single Zone TDV – Time Dependent Valuation VAV – Variable Air Volume TDV - Time Dependent Valuation Title 24 – California Code of Regulations Title 24, Part 6 TOU – Time of Use Cost-effectiveness Analysis: Nonresidential New Construction Buildings Summary of Revisions Date Description Reference (page or section) 11/16/2022 Original Release - 01/31/2023 Minor changes to reflect efficiency compliance margin calculation updates in workbook and report tables Section 5 03/24/2023 Minor changes in narrative of quick service restaurant in reach code considerations Section 5 Cost-effectiveness Analysis: Nonresidential New Construction Buildings TABLE OF CONTENTS Executive Summary .......................................................................................................................................................... 1 1 Introduction ................................................................................................................................................................ 3 2 Methodology and Assumptions ............................................................................................................................... 5 2.1 Cost-effectiveness ................................................................................................................................................................ 5 2.1.1 Benefits ......................................................................................................................................................................... 5 2.1.2 Costs ............................................................................................................................................................................. 5 2.1.3 Metrics .......................................................................................................................................................................... 6 2.1.4 Utility Rates ................................................................................................................................................................... 6 2.2 Energy Simulations ............................................................................................................................................................... 7 2.3 2022 T24 Compliance Metrics .............................................................................................................................................. 7 2.4 GHG Emissions .................................................................................................................................................................... 8 2.5 Limitations and Further Considerations ................................................................................................................................ 8 3 Prototypes, Measure Packages, and Costs .......................................................................................................... 10 3.1 Prototype Characteristics .................................................................................................................................................... 10 3.2 Measure Definitions and Costs ........................................................................................................................................... 12 3.2.1 Fuel Substitution ......................................................................................................................................................... 12 3.2.2 Efficiency ..................................................................................................................................................................... 21 3.2.3 Load Flexibility ............................................................................................................................................................ 28 3.2.4 Additional Solar PV and Battery Storage .................................................................................................................... 29 3.3 Measure Packages ............................................................................................................................................................. 30 4 Cost-Effectiveness Results .................................................................................................................................... 32 4.1 Medium Office ..................................................................................................................................................................... 33 4.2 Medium Retail ..................................................................................................................................................................... 34 4.3 Quick-Service Restaurant (QSR) ........................................................................................................................................ 35 4.4 Small Hotel .......................................................................................................................................................................... 36 5 Energy Code Compliance Results and Reach Code Considerations ................................................................ 37 5.1 Medium Office ..................................................................................................................................................................... 41 5.2 Medium Retail ..................................................................................................................................................................... 42 5.3 Quick-Service Restaurant (QSR) ........................................................................................................................................ 44 5.4 Small Hotel .......................................................................................................................................................................... 46 6 Conclusions ............................................................................................................................................................. 48 7 References ............................................................................................................................................................... 50 8 Appendices .............................................................................................................................................................. 52 8.1 Map of California CZs ......................................................................................................................................................... 52 8.2 Utility Rate Schedules ......................................................................................................................................................... 53 8.2.1 PG&E .......................................................................................................................................................................... 54 8.2.2 SCE............................................................................................................................................................................. 57 8.2.3 SCG ............................................................................................................................................................................ 60 8.2.4 SDG&E ....................................................................................................................................................................... 62 8.2.5 CPAU .......................................................................................................................................................................... 68 8.2.6 SMUD (Electric Only) .................................................................................................................................................. 70 8.2.7 Escalation Rates ......................................................................................................................................................... 71 Cost-effectiveness Analysis: Nonresidential New Construction Buildings 8.3 HVAC and SHW System Cost Scalers ............................................................................................................................... 71 8.4 Mixed Fuel Baseline Figures ............................................................................................................................................... 72 8.5 GHG Savings Summary ...................................................................................................................................................... 76 LIST OF TABLES Table 1. Utility Tariffs Used Based on CZ (October 2022) .................................................................................................................... 7 Table 2. Baseline Prototype Characteristics ....................................................................................................................................... 11 Table 3. HVAC and Water Heating Characteristics Summary ............................................................................................................ 14 Table 4. Medium Office Average Mechanical System Costs .............................................................................................................. 15 Table 5. Medium Retail Average Mechanical System Costs ............................................................................................................... 16 Table 6. Quick-Service Restaurant Average Mechanical System Costs - HS Package ...................................................................... 16 Table 7. Small Hotel HVAC and Water Heating System Costs ........................................................................................................... 18 Table 8. Quick-Service Restaurant Cooking Equipment Costs ........................................................................................................... 18 Table 9. Small Hotel Clothes Dryer Costs ........................................................................................................................................... 19 Table 10. Electrical Infrastructure Costs ............................................................................................................................................. 20 Table 11. Gas Infrastructure Costs by Component ............................................................................................................................. 21 Table 12. Total Gas Infrastructure Cost Estimates by Building Type .................................................................................................. 21 Table 13. Efficiency Measures Applicability, Costs, and Sources ....................................................................................................... 26 Table 14. Load Flexibility Measure Summary ..................................................................................................................................... 29 Table 15. Additional Solar PV Measure Summary .............................................................................................................................. 30 Table 16. Reach Code Pathway Considerations ................................................................................................................................ 39 Table 17. Cost-effectiveness and Compliance Summary – Medium Office ........................................................................................ 41 Table 18. Cost-effectiveness and Compliance Summary – Medium Retail......................................................................................... 42 Table 19. Cost-effectiveness and Compliance Summary – Quick-Service Restaurant (without cooking electrification) ..................... 44 Table 20. Cost-effectiveness and Compliance Summary – Quick-Service Restaurant (with cooking electrification) .......................... 45 Table 21. Cost-effectiveness and Compliance Summary – Small Hotel. ............................................................................................ 46 Table 22. Cost-effectiveness and Compliance Summary – Small Hotel (PTHP) ................................................................................ 47 Table 23. Utility Tariffs Analyzed Based on CZ – Detailed View ......................................................................................................... 53 Table 24. Real Utility Rate Escalation Rate Assumptions Above Inflation .......................................................................................... 71 Table 25. Materials and Labor Adjustment Factors by Climate Zone ................................................................................................. 71 Table 26. Contractor Markup Values .................................................................................................................................................. 72 Table 27. Mixed Fuel Baseline Model – Medium Office ...................................................................................................................... 72 Cost-effectiveness Analysis: Nonresidential New Construction Buildings Table 28. All-electric Baseline Model – Medium Retail ....................................................................................................................... 73 Table 29. Mixed Fuel Baseline Model – Quick-Service Restaurant .................................................................................................... 74 Table 30. Mixed Fuel Baseline Model – Small Hotel ........................................................................................................................... 75 LIST OF FIGURES Figure 1. Medium Office Cost-Effectiveness Summary....................................................................................................................... 33 Figure 2. Medium Retail Cost-effectiveness Summary ....................................................................................................................... 34 Figure 3. QSR Cost-effectiveness Summary ...................................................................................................................................... 35 Figure 4. Small Hotel Cost-effectiveness Summary ............................................................................................................................ 36 Figure 5. Map of California CZs .......................................................................................................................................................... 52 Figure 6. PG&E Electric Schedule - B-1 ............................................................................................................................................. 54 Figure 7. PG&E Electric Schedule - B-10 ........................................................................................................................................... 55 Figure 8. PG&E Gas Schedule – G-NR1 ............................................................................................................................................ 56 Figure 9. SCE Electric Schedule – TOU-GS-1 .................................................................................................................................... 57 Figure 10. SCE Electric Schedule – TOU-GS-2 .................................................................................................................................. 58 Figure 11. SCE Electric Schedule – TOU-GS-3 .................................................................................................................................. 59 Figure 12. SCG Gas Schedule – G-10................................................................................................................................................ 60 Figure 13. SDG&E Electric Schedule – AL-TOU ................................................................................................................................ 62 Figure 14. SDG&E Electric Schedule - EECC .................................................................................................................................... 65 Figure 15. SDG&E Gas Schedule – GN-3 .......................................................................................................................................... 66 Figure 16. CPAU Electric Schedule – E-2........................................................................................................................................... 68 Figure 17. CPAU Gas Schedule – G-2 ............................................................................................................................................... 69 Figure 18. SMUD Electric Schedule – CITS-0/CITS-1 ........................................................................................................................ 70 Figure 19. Percentage GHG Savings – Medium Office ...................................................................................................................... 76 Figure 20. Percentage GHG Savings – Medium Retail ....................................................................................................................... 76 Figure 21. Percentage GHG Savings – Quick Service Restaurant ..................................................................................................... 77 Figure 22. Percentage GHG Savings – Small Hotel ........................................................................................................................... 77 Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 1 Executive Summary localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Executive Summary The California Codes and Standards (C&S) Reach Codes program provides technical support to local governm ents considering adopting a local ordinance, also known as a reach code, intended to support meeting local and/or statewide energy efficiency and greenhouse gas (GHG) reduction goals. The program facilitates the adoption and implementation of reach codes when requested by local jurisdictions by providing resources such as cost-effectiveness studies, model language, sample findings, and other supporting documentation. The Reach Code Team (the Team) provides this report and accompanying Reach Code Results Workbook to present measures and measure packages that local jurisdictions can adopt to achieve energy savings and emissions reductions beyond what will be accomplished by enforcing the minimum state requirements according to the 2022 Building Energy Efficiency Standards (Title 24, Part 6), effective January 1, 2023. This report documents a variety of above-code electrification, energy efficiency, load flexibility, and solar photovoltaic (PV) packages applied to a set of four nonresidential building prototypes: Medium Office, Standalone Retail, Quick-Service Restaurant, and Small Hotel. The Team evaluated energy simulation results and code compliance using the CBECC v1.0 software version released in June 2022. Results may change with future software versions. Results across all prototypes indicate the efficiency measures included in the analysis, both On-Bill and TDV, are cost-effective across all climate zones when added to the prescriptive baseline prototype. In all cases all-electric packages are capable of achieving the greatest greenhouse gas emissions reductions as compared to mixed-fuel buildings. These results, including the attached Reach Code Results Workbook, indicate that all -electric packages can achieve the greatest greenhouse gas emissions reductions as compared to mixed-fuel buildings. Results align with the decarbonization objectives set by California Energy Commission (Energy Commission), and several new construction new construction ordinances focusing on all-electric design. The results of this study by prototype are summarized below: Medium Office: Due to the lack of a prescriptive compliance pathway and performance modeling approach in CBECC, all-electric space heating is simulated as electric-resistance variable-air-volume reheat. This system selection limits operational benefits, energy code compliance, and cost-effectiveness. All-electric packages are cost-effective with energy efficiency and load flexibility measures in many climate zones, but do not achieve code compliance across all three metrics—with efficiency TDV margin being the most challenging. Results will be updated in the first half of 2023 when central heat pump boilers can be simulated in CBECC. Jurisdictions may adopt reach codes that exempt building systems that do not have a prescriptive pathway in the energy code and cannot be modeled to comply using the performance approach. Efficiency packages over the mixed- fuel baseline are cost-effective and compliant across all climate zones. Medium Retail: All-electric is prescriptively required in most scenarios in Retail buildings. The Team identified cost-effective and code compliant packages with energy efficiency measures over an all-electric baseline in most climate zones. This study analyzed mixed-fuel retail buildings with large (>240 kBtuh) gas furnace packaged units replacing the smaller (<240 kBtuh) packaged heat pumps. The mixed-fuel building is neither cost-effective nor code compliant in most climate zones. Quick-Service Restaurant: The Team identified cost-effective, nearly cost-effective, and code compliant packages in several climate zones for all-electric space conditioning and service water heating when including energy efficiency and solar PV measures. The Team could not identify cost-effective packages including all- electric commercial cooking equipment except for City of Palo Alto Utility (CPAU) territory. Also, when including energy efficiency measures, restaurants with all-electric cooking achieve compliance and are nearly On-Bill cost-effective in Sacramento Municipal Utility District (SMUD) territory as well. Jurisdictions may adopt All- Electric reach codes that exempt commercial cooking equipment or require energy efficiency for either mixed- fuel and/or all-electric buildings, in many climate zones. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 2 Executive Summary localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Small Hotel: All-electric packages are cost-effective and code-compliant in most climate zones. The remaining climate zones are very close to meeting the TDV Efficiency compliance criteria and may achieve compliance by re-evaluating nonresidential-area modeling using central heat pump boiler instead of electric resistance VAV systems. In addition to electrification packages that include single-zone packaged heat pumps, the Team analyzed an alternative scenario with packaged terminal heat pumps (PTHPs) that improved all-electric code minimum cost-effectiveness due to high first-cost savings, but PTHPs do not achieve TDV Efficiency compliance. Mixed-fuel plus energy efficiency is code compliant and cost-effective across all climate zones. Jurisdictions may use these results for amending Part 6, Part 11, other parts of the California building code, or their municipal code as determined appropriate for the given jurisdiction. A cost-effectiveness study is required to amend Part 6 of the California building code or when adopting energy efficiency or energy conservation measures, including solar PV or batteries. The Energy Commission has previously concluded that all-electric requirements do not constitute an energy efficiency or energy conservation standard and are outside the scope of Public Resources Code s ection 25402.1(h)(2).1 Jurisdictions may adopt an All-Electric reach code when amending Part 11 or their municipal code. Even reach code policies that only require electrification, and do not require energy efficiency or conservation, will benefit from findings in this study to inform potential economic impacts of a policy decision. This study documents the estimated costs, benefits, energy impacts and GHG emission reductions that may result from implementing an ordinance based on the results to help residents, local leadership, and other stakeholders make informed policy decisions. Model ordinance language and other resources are posted on the C&S Reach Codes Program website at www.localenergycodes.com. Local jurisdictions that are considering adopting an ordinance are encouraged to contact the program for further technical support at info@localenergycodes.com . 1 CEC Letter to South San Francisco 2021: https://bayareareachcodes.org/wp-content/uploads/2022/10/CEC-Letter-to-SSF- Signed.pdf Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 3 Introduction localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 1 Introduction This report documents cost-effective combinations of measures that exceed the minimum state requirements, the 20 22 California Building Energy Efficiency Standards Title 24, Part 6 (Title 24) (CEC 2022), effective January 1, 2023, for newly constructed nonresidential buildings. This report was developed in coordination with the California Statewide Investor-Owned Utilities (CA IOUs) Codes and Standards Program, key consultants, and engaged cities—collectively known as the Reach Code Team (or “the Team” for short). The objectives of this report are to inform discourse for local reach code adoption and, where applicable, support approval of local energy code amendments from the California Energy Commission (the Energy Commission). The Reach Code Team performed cost-effectiveness analysis for the following scenarios above prescriptive 2022 Title 24 code requirements in all 16 California climate zones (CZs): ▪ Fuel substitution with federal code-minimum efficiency appliances, compared to a prescriptive minimum design compliance pathway. • For the retail building type, the prescriptive code minimum is all-electric. Fuel substitution packages revert to mixed-fuel appliances. • For all other building types, the prescriptive code minimum is mixed -fuel. Fuel substitution packages switch to all-electric appliances. ▪ Energy efficiency measures ▪ Load flexibility measures ▪ Solar PV and Battery The Reach Code Team analyzed four prototypes—Medium Office, Medium Retail, Quick-Service Restaurant, and Small Hotel—to represent common nonresidential new construction buildings in the California. The selected building types align with the requests received from dozens of jurisdictions seeking to adopt reach codes. The results of this cost-effectiveness study could potentially be extrapolated to other building types that have sim ilar properties such as occupancy pattern, HVAC design and layout. These results were attained using the first version of California Building Energy Compliance Calculator (CBECC) software that is approved by CEC for 2022 code compliance. There are a few gaps in functionalities and standard design assumptions in this software version, described in Section 2.5, the Reach Code team has been actively coordinating with the CBECC software team to inform future software updates. Title 24 is maintained and updated every three years by two state agencies: the Energy Commission and the Building Standards Commission (BSC). In addition to enforcing the code, local jurisdictions have the authority to adopt local energy efficiency ordinances—or reach codes—that exceed the minimum standards defined by Title 24 (as established by Public Resources Code Section 25402.1(h)2 and Section 10-106 of the Building Energy Efficiency Standards). When adopting local energy efficiency or conservation ordinances, local jurisdictions must demonstrate that the requirements of the proposed ordinance are cost-effective and do not result in buildings consuming more energy than is permitted by Title 24. In addition, the jurisdiction must obtain formal approval from the Energy Commission and file the ordinance with the BSC for the ordinance to be legally enforceable. Local jurisdictions do not require Energy Commission approval when adopting ordinances that do not require efficiency or conservation, such as only electrification-required ordinances. The Department of Energy (DOE) sets minimum efficiency standards for equipment and appliances that are federally regulated under the National Appliance Energy Conservation Act, including heating, cooling, and water hea ting equipment (E-CFR 2020). Since state and local governments are prohibited from adopting higher minimum equipment efficiencies than the federal standards require, the focus of this study is to identify and evaluate cost -effective packages that do not include high efficiency heating, cooling, and water heating equipment. High efficiency appliances are often the easiest and most affordable measures to increase energy performance. While federal preemption limits Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 4 Introduction localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 reach code mandatory requirements for covered appliances, in practice, builders may install any package of compliant measures to achieve the performance requirements. This study references the statewide reach code study performed in 2019 for new ly constructed nonresidential buildings as a starting point for additional measure definitions. Importantly, the current 2022 cost-effectiveness report introduced a new restaurant building type and updated the modeling and cost assumptions. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 5 Methodology and Assumptions localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 2 Methodology and Assumptions The Reach Code Team analyzed four prototypes—Medium Office, Medium Retail, Quick-Service Restaurant, and Small Hotel—using the cost-effectiveness methodology detailed in this section below. 2.1 Cost-effectiveness This section describes the approach to calculating cost-effectiveness including benefits, costs, metrics, and utility rate selection. 2.1.1 Benefits This analysis used both On-Bill and time dependent valuation (TDV) of energy-based approaches to evaluate cost- effectiveness. Both On-Bill and TDV require estimating and quantifying the energy savings and costs associated with energy measures. The primary difference between On-Bill and TDV is how energy is valued: ▪ On-Bill: Customer-based lifecycle cost approach that values energy based upon estimated site energy usage and customer On-Bill savings using electricity and natural gas utility rate schedules over a 15-year duration accounting for a three percent discount rate and energy cost inflation per Appendix 8.2. ▪ TDV: TDV was developed by the Energy Commission to reflect the time dependent value of energy, including long-term projected costs of energy such as the cost of providing energy during peak periods of demand and other societal costs including projected costs for carbon emissions and grid transmission impacts. This metric values energy uses differently depending on the fuel source (gas, electricity, and propane), time of day, and season. Electricity used (or saved) during peak periods has a much higher value than electricity used (or saved) during off-peak periods. This refers to the “Total TDV” that includes all the energy end uses such as space-conditioning, mechanical ventilation, service water heating indoor lighting, photovoltaic (PV) and battery storage systems, and covered process loads. 2.1.2 Costs The Reach Code Team assessed the incremental costs and savings of the energy packages over a 15 year lifecycle. Incremental costs represent the equipment, installation, replacements, and maintenance costs of the proposed measure relative to the 2022 Title 24 standards minimum requirements or standard industry practices. The Reach Code Team obtained baseline and measure costs from manufacturer distributors, contractors, literature review, and online sources such as RS Means. For heating, ventilation, and air conditioning (HVAC) and water heating baseline and measure costs, including gas and electrical infrastructure, the Reach Code Team contracted two different firms, one mechanical contractor (Western Allied Mechanical, based in Menlo Park) and one mechanical designer (P2S Engineering, based in Irvine) to provide cost data. The Reach Code Team developed a basis of design for all prototypes described in section 3.1 and worked with the mechanical contractor and designer to get cost estimates. The Reach Code Team determined HVAC design heating and cooling loads and capacities by climate zone from the energy models. For each HVAC system type, the Reach Code Team requested costs for the smallest capacity unit required and the largest capacity unit required and specified federal minimum equipment efficiency. The mechanical contractor and mechanical designer collected equipment costs and labor assumptions from their vendors and manufacturers’ representatives, as well as through their own recent projects. The mechanical contractor and designer provided material and labor cost estimates for the entire HVAC and DHW systems, disaggregated by the HVAC and DHW equipment itself; refrigerant piping; structural; electrical supply; gas supply; controls; commissioning and startup; general conditions and overhead; design and engineering; permit, te sting, and inspection; and a contractor profit or market factor. The mechanical contractor and designer provided costs for each of the system capacities, based on which the Reach Code Team developed a relationship between HVAC system capacity and cost to calculate the cost for each building in each climate zone. In most cases, the analysis uses the average of the costs provided by Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 6 Methodology and Assumptions localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 the contractor and the costs provided by the designer. In some limited cases where costs provided by one source were unlikely to be representative of the measure, costs from only the other source were used. The Reach Code Team added taxes, contractor markups, maintenance costs, and replacement costs where needed, and adjusted material and labor costs for each climate zone based on weighting factors from RS Means (presented in Appendix 8.3). Actual project costs vary widely based on a range of real-building considerations. The costs that the Reach Code Team determined through contractors are likely costs for the given prototypes and are not representative of all projects. 2.1.3 Metrics Cost-effectiveness is presented using net present value (NPV) and benefit-to-cost (B/C) ratio metrics. ▪ NPV: Net savings (NPV benefits minus NPV costs). If the net savings of a measure or package is positive over a lifetime of 15 years, it is considered cost-effective. Negative net savings represent net costs to the consumer. A measure that has negative energy cost benefits (energy cost increase) can still be cost-effective if the incremental costs to implement the measure (i.e., construction and maintenance cost savings) outweigh the negative energy cost impacts. ▪ B/C Ratio: Ratio of the present value of all benefits to the present value of all costs over 15 years (NPV benefits divided by NPV costs). The criterion for cost-effectiveness is a B/C greater than 1.0. A value of one indicates the savings over the life of the measure are equivalent to the incremental cost of that measure. A value greater than one represents a positive return on investment. Improving the energy performance of a building often requires an initial capital investment, though in some cases an energy measure may be cost neutral or have a lower cost. In most cases the benefit is represented by annual On-Bill utility or TDV savings and the cost by incremental first cost and replacement costs. In cases where both construction costs and energy-related savings are negative, the construction cost savings are treated as the benefit while the increased energy costs are the cost. In cases where a measure or package is cost-effective immediately (i.e., shows positive upfront construction cost savings and lifetime energy cost savings), B/C ratio cost -effectiveness is represented by “>1”. Because of these situations, NPV savings are also reported, which, in these cases, are positive values. 2.1.4 Utility Rates In coordination with the IOU and POU rate teams the Reach Code Team determined appropriate utility rates for each CZ and package as of October 2022. The utility tariffs, summarized in Table 1, were determined based on the annual load profile of each prototype and the corresponding package, the most prevalent rate in each utility territory, and information indicating that the rates were unlikely to be phased out during the code cycle. A time-of-use (TOU) rate was applied to most cases, some POUs may not have TOU rates. In addition to energy consumption charges, there are kW demand charges for monthly peak loads. Utilities calculate the peak load by the highest kW of the 15-minute interval readings in the month. However, the energy modeling software pro duces results on hourly intervals; hence, the Team calculated the demand charges by multiplying the highest load of all hourly loads in a month with the corresponding demand charge per kW. The utility rates applicable to a prototype may vary by package and CZ especially between a mixed fuel and all-electric package if the monthly peak demand loads exceed the applicable threshold. The Reach Code Team coordinated with utilities to select tariffs for each prototype given the annual energy demand profile of each specific prototype, climate zone, and measure package and the most prevalent rates in each utility territory. The Reach Code Team did not compare a variety of tariffs to determine their impact on cost-effectiveness. Utility rate updates can affect cost-effectiveness results. For a more detailed breakdown of the rates selected, refer to Appendix 8.2. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 7 Methodology and Assumptions localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 For packages with PV generation, the approved Net Energy Metering (NEM) 2.0 tariffs were applied along with minimum daily use billing and mandatory non-bypassable charges. For the PV cases, annual electric production was always less than the modeled annual electricity consumption; therefore, no credits for surplus generation were necessary. The analysis assumes that utility rates escalate over time for commercial buildings, as described in Appendix 8.2. Escalation rates above inflation for electric ity beyond 2023 are assumed to be between 0.2% and 0.7%, before dropping to a steady 0.6% escalation per year in 2030. Natural gas is assumed to escalate at a relatively higher rate, peaking at 7.7% in 2024, then escalating more slowly to a rate of approximately 2% in the latter years of the analysis period. Table 1. Utility Tariffs Used Based on CZ (October 2022) CZs Electric / Gas Utility Electricity Natural Gas Investor-Owned Utilities 1-5,11-13,16 Pacific Gas & Electric Company (PG&E) B-1 / B-10 G-NR1 6, 8-10, 14, 15 Southern California Edison (SCE) / Southern California Gas (SCG) TOU-GS-1 / TOU-GS-2 /TOU-GS-3 G-10 (GN-10) 7, 10, 14 San Diego Gas and Electric Company (SDG&E) AL-TOU + EECC (AL-TOU) GN-3 Publicly Owned Utilities 4 City of Palo Alto Utilities (CPAU) E-2 G-2 12 Sacramento Municipal Utilities District (SMUD) CI-TOD 1 (CITS-0 /CITS-1) G-NR1 2.2 Energy Simulations The Reach Code Team performed energy simulations using California’s Building Energy Code Compliance Software CBECC 2022.1.0 (1250) with ruleset version BEMCmpMgr 2022.1.0 (7361) (California Building Energy Code Compliance 2022).2 This is the first 2022 Title 24 code compliance software approved by Energy Commission for compliance of nonresidential buildings on June 8, 2022. The CBECC software combined the capabilities of CBECC- Com and CBECC-Res software into one to model both nonresidential and multifamily building prototypes in one interface. The Reach Code Team set up parametric simulations using Modelkit software to run thousands of measure packages for each prototype in all California’s CZs. Individual measures were simulated separately and combined into cost- effective measure packages for each CZ. Where necessary, the Reach Code Team employed minor ruleset changes, such as load flexibility measures that alter thermostat setpoint schedules, to improve the cost-effectiveness of measure packages. While these measures produce operational savings, they may not be used to achieve code compliance without further software upgrades. 2.3 2022 T24 Compliance Metrics 2022 Title 24 Section 140.1 defines the energy budget of the building based on source energy and TDV energy for space-conditioning, indoor lighting, mechanical ventilation, photovoltaic (PV) and battery storage systems , and service 2 Prior to the CBECC software, the Reach Code Team used CBECC-Com 2022 and CBECC 2022.0.8 Beta to model nonresidential prototypes for the 2022 reach code analysis. The Reach Code Team noted the changes in results due to updates in functionalities and standard design assumptions. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 8 Methodology and Assumptions localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 water heating and covered process loads. CEC has introduced two new compliance metrics in addition to Total Compliance TDV Margin for 2022 code cycle. A building needs to comply with all three compliance metrics below: ▪ Efficiency TDV. Efficiency TDV accounts for all regulated end-uses but does not include the impacts of PV and battery storage. ▪ Total TDV. Total TDV Compliance metric includes regulated end-uses accounting for PV and battery storage contributions. ▪ Source Energy. Source energy is based on fuel used for power generation, assuming utilities meet all Renewable Portfolio Standard (RPS) goals and other obligations projected over 15-year lifecycle. 2.4 GHG Emissions The analysis uses the GHG emissions estimates built into CBECC. The GHG emission multipliers were developed by Energy + Environmental Economics (E3) to support development of compliance metrics for use in the 2022 California energy code (E3 2021). There are 8,760 hourly multipliers accounting for time dependent energy use and carbon emissions based on source emissions, including RPS projections. For the 2022 code cycle, the multipliers incorporate GHG from methane and refrigerant leakage, which are two significant sources of GHG emissions (NORESCO 2020). There are 32 strings of multipliers, with a different string for each California CZ and each fuel type (metric tons of CO2 per kWh for electricity and metric tons of CO2 per therm for natural gas). 2.5 Limitations and Further Considerations The Team encountered some modeling limitations, outside of the Team’s control that should be noted while using these results to inform reach code policies, ▪ CBECC Software: • The Reach Code Team coordinated with the CBECC software development team on potential differences in our understanding of 2022 code requirements and its i mplementation in standard design such as battery controls. The version of 2022 CBECC software v1.0, described in Section 2.2, available to the Reach Code Team at the time of the analysis has limited functionalities and could not model heat pump hydronic system or other measures like drain water heat recovery. As the software evolves, some results may look different. • The most likely all-electric replacement for a central gas boiler serving a variable air volume reheat system would be a central heat pump boiler; however, this system cannot be modeled in CBECC at the time of the writing of this report. The Reach Code Team is treating this analysis as temporary until a compliance pathway is established for a central heat pump boiler in the Energy Code and results can be updated accordingly. • The team identified some apparent anomalies in software-reported compliance margins when they became available in June 2022. The Reach Code Team is in the midst of discussing outputs and ramifications with software development team specifically related to ventilation such as fan power and heat recovery, among other modeling methods. Results may change with future software versions. In the interim, the Reach Code Team manually calculated the compliance margins using the mixed fuel baseline model created in this study based on our best understanding . ▪ Prototype Building: The cost-effectiveness analysis is based on standard prototypical buildings, which may differ from actual buildings being constructed. Jurisdictions should keep this in mind while extrapolating to the buildings in their territory. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 9 Methodology and Assumptions localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 ▪ System Cost Assumptions: The incremental electrification and additional measure costs are based on specific system selection and assumptions made by experienced professionals. These costs can vary based on contractor, system design and specifications, and regional variation. The Team will re-evaluate packages with central heat pump boiler system in Medium Office and Small Hotel in early 2023. In addition to the packages assessed in the report, there are other future potential enhancements that can be considered for more cost-effective or compliant packages: ▪ Adding more solar PV than already analyzed if the building has more roof space to accommodate. ▪ Adding battery at higher levels than prescriptively required in 2022 Title 24 with more advanced controls. ▪ Adding energy efficiency measures as software capability evolves such as drain water heat recovery. ▪ Applying federally pre-emptive (high) efficiency energy systems or appliances. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 10 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 3 Prototypes, Measure Packages, and Costs This section describes the prototype characteristics and the scope of analysis including measures and their corresponding costs. The Reach Code Team used versions of the following four DOE building prototypes to evaluate cost-effectiveness of measure packages in the occupancy types listed below: ▪ Medium Office ▪ Medium Retail ▪ Quick-Service Restaurant (QSR) ▪ Small Hotel The Reach Code Team designed the baseline prototypes to be mixed fuel based on 2022 Title 24 Final Express Terms requirements. The Reach Code Team reviewed the 2022 T24 ACM HVAC system map to ensure alignment as applicable for most cases, differences if any are discussed in subsequent sections. The Team built new construction prototypes to have compliance margins as close to zero as possible to reflect a prescriptively compliant new construction building in each CZ. The code compliance is based on the first publicly available CBECC v1.0 compliance software as described in Section 2.2. Misalignments have been reported back to the software team for future software iterations, as described in Section 2.5. 3.1 Prototype Characteristics The DOE provides building prototype models which, when modified to comply with 2022 Title 24 requirements, can be used to evaluate the cost-effectiveness of efficiency measures (U.S. Department of Energy 2022 A). These prototypes have historically been used by the En ergy Commission to assess potential code enhancements. The selection of four building types for this analysis is based on the priority suggested by a group of California cities. The cost-effectiveness results of this study could potentially be extrapolated to other building types that have similar properties such as occupancy pattern, HVAC design and layout. Water heating includes both service hot water (SHW) for office and retail buildings and domestic hot water for hotel guest rooms. In this report, water heating or SHW is used to refer to both. The compliance software assumes a Standard Design, where HVAC and SHW systems are based on the system maps included in 2022 Nonresidential ACM Reference Manual. However, the Reach Code Team applied both 2022 Title 24 prescriptive requirements and 2022 ACM system map for baseline mixed fuel model, HVAC and SHW system characteristics as described below. ▪ Medium Office • The HVAC design is a variable air volume (VAV) reheat system with two gas hot water boilers, three packaged rooftop units (one serving each floor), and VAV terminal units with hot water reheat coils. • The SHW design includes one 8.7 kW electric resistance hot water heater with a 5-gallon storage tank. ▪ Medium Retail • For CZs 2 to 15, the 2022 Title 24 ACM System Map Standard Design informed the baseline model to have three packaged Single Zone Heat Pump (SZHP) systems for the smaller capacity (<240 kBtuh) thermal zones, in alignment with 2022 Title 24 prescriptive code requirements.3 The large (>240 kBtuh) core thermal zone has two smaller (<240 kBtuh) SZHPs with VAV fans instead of one large SZHP, since larger rooftop packaged heat pumps are not available in the market. The 2022 Title24 ACM Standard Design assumes a large SZHP for larger zones as well, however this deviation does not impact the results considerably.3 3 https://www.energy.ca.gov/publications/2022/2022 -nonresidential-and-multifamily-alternative-calculation-method-reference Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 11 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 • For CZs 1 and 16, the baseline model assumed all-electric packaged single zone heat pumps similar to CZs 2-15. The assumption deviates from 2022 Title24 ACM System Map that suggests a single zone dual fuel heat pump. Presumably this will not impact results significantly because the dual fuel system will be in heat-pump mode most times. • The SHW design includes one 8.7 kW electric resistance hot water heater with a 5-gallon storage tank. ▪ Quick-Service Restaurant • HVAC includes two SZAC (VAV or constant volume, depending on capacity) with gas furnace, one for kitchen and another for dining area. An exhaust fan is applied for kitchens in all climates based on prescriptive requirements in 2022 Title 24 code. • The SHW design includes a gas storage water heater with a 100-gallon storage tank. ▪ Small Hotel • The nonresidential HVAC design is a VAV reheat system with two gas hot water boilers, four packaged rooftop units (one serving each floor), and VAV terminal units with hot water reheat coils. The SHW design includes a small electric resistance water heater with 30-gallon storage tank. • The guest room HVAC design includes one packaged SZAC unit with gas furnace serving each guest room. The water heating design includes a central gas water heater with a 250-gallon storage tank and recirculation pump, serving all guest rooms. Table 2 summarizes the baseline mixed-fuel prototype characteristics, based on prescriptive 2022 Title 24 new construction requirements. Table 2. Baseline Prototype Characteristics Medium Office Medium Retail Quick-Service Restaurant Small Hotel Conditioned floor area (ft2) 53,628 24,563 2,501 42,554 (77 guest rooms) (Nonresidential area: 15,282 (36%)) Number of stories 3 1 1 4 Window-to-Wall Area ratio 0.33 0.07 0.11 0.14 Window U- factor/SHGC U-factor: CZ 1-8, 10, 16 – 0.36 CZ 9, 11-15 – 0.34 SHGC: CZ 1-8, 10, 16 – 0.25 CZ 9, 11-15 – 0.22 U-factor: CZ 1-8, 10, 16 – 0.36 CZ 9, 11-15 – 0.34 SHGC: CZ 1-8, 10, 16 – 0.25 CZ 9, 11-15 – 0.22 U-factor: CZ 1-8, 10, 16 – 0.36 CZ 9, 11-15 – 0.34 SHGC: CZ 1-8, 10, 16 – 0.25 CZ 9, 11-15 – 0.22 Nonresidential: U-factor: CZ 1-8,10,16 – 0.36 CZ 9, 11-15 –0.34 SHGC: CZ 1-8,10,16 – 0.25 CZ 9, 11-15 – 0.22 Guest Rooms: U-factor: 0.36 SHGC: 0.25 Solar PV size 123 kW – 204 kW Depending on CZ 64 kW – 87 kW Depending on CZ None 17 kW – 25 kW Depending on CZ Battery Storage 217 kWh – 360 kWh Depending on CZ 70 kWh – 94 kWh Depending on CZ None 16 kWh – 24 kWh Depending on CZ Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 12 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Medium Office Medium Retail Quick-Service Restaurant Small Hotel HVAC System VAV reheat system with packaged rooftop units, gas boilers, VAV terminal units with hot water reheat CZ 1 Heat recovery for Core Retail space only < 65 kBtu/h: SZHP > 65 kBtu/h and < 240 kBtu/h: SZHP VAV > 240 kBtu/h: SZHP VAV < 65 kBtu/h: SZAC + gas furnace > 65 kBtu/h: SZAC VAV Nonresidential and Laundry: VAV reheat system with packaged rooftop units, gas boilers, VAV terminal units with hot water reheat Guest Rooms: SZAC with gas furnaces SHW System 5-gallon electric resistance water heater 5-gallon electric resistance water heater 100-gallon gas water heater Nonresidential: 30-gallon electric resistance water heater Laundry Room: 120-gal gas storage water heater Guest rooms: Central gas water heater, 250 gallons storage, recirculation loop 3.2 Measure Definitions and Costs The measures evaluated in the analysis fall into four different categories: Fuel Substitution ▪ Heat pump or electric space heating or gas furnace ▪ Heat pump or electric water heaters ▪ Electric cooking ▪ Electric clothes dryer ▪ Electrical panel capacity ▪ Natural gas infrastructure Energy Efficiency ▪ Envelope ▪ Mechanical equipment (HVAC and SHW) ▪ Lighting Load Flexibility ▪ Peak Load shedding ▪ Load shift Additional solar PV and/or battery storage. These measures are detailed further in this section. 3.2.1 Fuel Substitution The Reach Code Team investigated the cost and performance impacts and associated infrastructure costs associated with changing the mixed-fuel baseline HVAC and water heating systems to all-electric equipment for all prototypes except Medium Retail where the baseline is already an all-electric design. For Medium Office, Quick Service Restaurant and Small Hotel, the fuel substitution measure entails electrification including heat pump space heating, electric resistance re-heat coils, electric water heaters with storage tank, heat pump water heating, increasing electrical capacity, and eliminating natural gas connections that would have been present in mixed-fuel new construction. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 13 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 For Medium Retail with all-electric baseline, the fuel substitution measure entails mixed-fuel space conditioning system including single zone packaged AC with gas furnace, dual fuel heat pump, adding gas infrastructure costs and eliminating any additional electric infrastructure. 3.2.1.1 HVAC and Water Heating The 2022 T24 nonresidential standards analysis uses a mixed-fuel baseline for most of the Standard Design mechanical equipment, primarily gas for space heating, except for some heat pump scenarios in Retail prototype (see Table 2). Quick-Service Restaurant has a gas storage water heater in baseline, and heat pump water heater in all- electric scenario. The Small Hotel has a central gas water heating system serving the guest rooms and a separate gas storage water heater for laundry room. In the all-electric scenario, gas equipment serving HVAC and water heating end-uses is replaced with electric equipment. Full details of HVAC and water heating systems in baseline and proposed fuel substitution measure package are described in Table 3. Regions of California covered by the South Coast Air Quality Management District have emissions restrictions imposed on mechanical equipment. The Reach Code Team investigated the potential cost implications of meeting these requirements for gas furnaces and boilers but found that costs are minimal for mechanical systems under 2,000,000 Btu/h, and therefore did not include them. All gas-fired mechanical systems in this study are under 2,000,000 Btu/h and are subject to only an initial permitting fee, while larger systems require additional permitting costs and annual renewals. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 14 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 3. HVAC and Water Heating Characteristics Summary Medium Office Medium Retail Quick-Service Restaurant Small Hotel HVAC Baseline Packaged DX + VAV with hot water reheat. Central gas boilers. All zones and CZs: Single zone packaged heat pumps Packaged SZAC + gas furnace Nonresidential: Packaged DX + VAV with hot water reheat. Central gas boilers. Guest Rooms: Packaged SZAC + gas furnaces Proposed – Fuel Substitution Packaged DX + VAV with electric resistance reheat. Core zone (>30 ton): Packaged SZAC + VAV + gas furnace Other small zones: SZHP, or dual fuel heat pump for CZ 1 and 16 Single zone packaged heat pumps Nonresidential: Packaged DX + VAV with electric resistance reheat Guest Rooms: SZHPs SHW Baseline Electric resistance with storage Electric resistance with storage Gas storage water heater Nonresidential: Electric resistance storage Guest Rooms: Central gas storage with recirculation Proposed – Fuel Substitution Unitary heat pump water heater Nonresidential: Electric resistance storage Guest Rooms: Central heat pump water heater with recirculation The Reach Code Team received cost data for mechanical equipment from two experienced mechanical design firms including equipment and material, labor, subcontractors (for example, HVAC and SHW control systems), and contractor overhead. 3.2.1.1.1 Medium Office For the Medium Office all-electric HVAC design, the Reach Code Team investigated several potential all-electric design options, including variable refrigerant flow, packaged heat pumps, and variable volume and temperature systems. The most likely all-electric replacement for a central gas boiler serving a variable air volume reheat system would be a central heat pump boiler; however, this system cannot be modeled in CBECC at the time of writing of this report. As such, Reach Code Team is treating this analysis as temporary until a compliance pathway is established for a central heat pump boiler in the Energy Code and results can be updated accordingly. This modeling capability is anticipated by Q1 2023 according to discussions with the CBECC software development team, and the cost- effectiveness analysis should become available in the first half of 2023. After seeking feedback from the design community and considering the software modeling constraints, the Reach Code Team determined that the most feasible all-electric HVAC system is a VAV system with an electric resistance reheat instead of hot water reheat coil. A parallel fan-powered box (PFPB) implementation of electric resistance reheat Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 15 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 would further improve efficiency due to reducing ventilation requirements, but an accurate implementation of PFPBs is not currently available in compliance software. The actual gas consumption for the VAV hot water reheat baseline may be higher than the current simulation results due to a combination of boiler and hot water distribution losses. A recent research study shows that the total losses can account for as high as 80 percent of the boiler energy use.4 If these losses are considered savings for the electric resistance reheat (which has zero associated distribution loss), cost-effectiveness may be higher than presented. The all-electric SHW system remains the same electric resistance water heater as the baseline and has no associated incremental costs. Cost data for Medium Office designs are presented in Table 4. The all-electric HVAC system presents cost savings compared to the hot water reheat system from elimination of the hot water boiler and associated hot water piping distribution. CZ10 and CZ15 all-electric design costs are slightly higher because they require larger size rooftop heat pumps than the other CZs. Table 4. Medium Office Average Mechanical System Costs Components (HVAC Only) Baseline – Mixed Fuel Proposed – All-electric Incremental Cost Description Packaged units, boilers, hot water piping, VAV boxes, ductwork, grilles Packaged units, electric resistance VAV boxes, electric circuitry, ductwork, grilles VAV Boxes, electric infrastructure Material $491,630 $438,555 $(53,075) Labor $173,816 $102,120 $(71,696) Electric Infrastructure $0 $112,340 $112,340 Gas Infrastructure $17,895 $0 $(17,895) Overhead & CZ adjustment ** $267,052 $250,114 $(16,938) TOTAL $950,393 $903,129 $(47,264) ** The overhead and CZ adjustment factors are presented in Section 8.3. 3.2.1.1.2 Medium Retail The baseline HVAC system includes five packaged single zone heat pumps. Based on fan control requirements in Section 140.4(m), units with cooling capacity ≥ 65,000 Btu/h have variable air volume fans, while smaller units have constant volume fans. For the Medium Retail proposed fuel substitution scenario, the Reach Code Team assumed one large Single Zone Packaged ACs with gas furnaces to replace the two smaller packaged heat pumps in the large core thermal zone. The all-electric SHW system remains the same electric resistance water heater as the baseline and has no associated incremental costs. In addition, according to the prescriptive requirement in Section 140.4 (q), the air system of Core Retail Zone in CZ1 meets the requirement in Table 140.4 J, which should include exhaust air heat recovery. Cost data for Medium Retail designs are presented in Table 5. Costs for rooftop air-conditioning systems are very similar to rooftop heat pump systems. 4 Raftery, P., A. Geronazzo, H. Cheng, and G. Paliaga. 2018. Quantifying energy losses in hot water reheat systems. Energy and Buildings, 179: 183-199. November. https://doi.org/10.1016/j.enbuild.2018.09.020. Retrieved from https://escholarship.org/uc/item/3qs8f8qx Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 16 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 For climate zones 2 to 15, the proposed fuel substitution HVAC design includes three SZHP units (VAV or constant volume, depending on capacity) based on prescriptive requirements and one large SZAC that is between 35-45 tons for the core zone. For climate zones 1 and 16, the smaller capacity (<240 kBtuh) thermal zones may have either of dual-fuel SZHPs or SZACs, depending on capacity. The core zone with 35-to-45-ton cooling capacity is assumed to have one large SZAC. CZ 1 also assumes an exhaust air heat recovery system for core zone based on prescriptive requirement in Title 24 Part 6 Section 140.4. Table 5. Medium Retail Average Mechanical System Costs Components (HVAC Only) Baseline – All-electric Proposed – Mixed Fuel Incremental Cost Description SZHPs Single zone AC + furnace, SZHP, or dual fuel SZHP, depending upon capacity and CZ SZAC with gas furnace, Added gas infrastructure cost HVAC – Material $189,160 $183,157 $(6,003) HVAC – Labor $54,785 $52,886 $(1,899) Electric Infrastructure $0 $0 - Gas Infrastructure $0 $17,895 $17,895 Overhead & CZ adjustment ** $94,600 $98,519 $3,919 TOTAL $338,546 $352,458 $13,912 ** The overhead and CZ adjustment factors are presented in Section 8.3. 3.2.1.1.3 Quick-Service Restaurant The baseline HVAC system includes two packaged single zone rooftop ACs with gas furnaces . Based on fan control requirements in Section 140.4(m), units with cooling capacity ≥ 65,000 Btu/h have variable air volume fans, while smaller units have constant volume fans. The SHW design includes one central gas storage water heater with 150 kBtu/h input capacity and a 100-gallon storage tank. For the QSR all-electric design, the Reach Code Team assumed packaged heat pumps and an A.O. Smith CHP-120 heat pump water heater with a 120-gallon storage tank. Cost data for the QSR designs are presented in Table 6, which shows the costs for full electrification of the HVAC and water heating equipment. The Team has not included costs of electrifying the cooking equipment because of the negative impact on cost- effectiveness, as demonstrated in a 2021 Restaurants cost-effectiveness study (TRC, P2S Engineers, and Western Allied Mechanical 2022). The HVAC and SHW electrification packages are referred to as the HS package to reflect all- electric HVAC and SHW. Table 6. Quick-Service Restaurant Average Mechanical System Costs - HS Package Components Baseline – Mixed Fuel Proposed – All-electric Incremental Cost Description Single zone AC + furnace, gas storage water heater SZHP, heat pump water heater HVAC +SHW electrification HVAC Material $50,065 $52,785 $2,719 HVAC Labor $6,748 $6,249 $(499) SHW – Material $10,198 $13,720 $3,523 SHW – Labor $2,650 $2,529 $(121) Electric Infrastructure $0 $12,960 $12,960 Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 17 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Gas Infrastructure $17,895 $15,878 -$2,017 Overhead & CZ adjustment ** $41,633 $47,612 $5,979 TOTAL $150,838 $173,382 $22,544 ** The overhead and CZ adjustment factors are presented in Section 8.3. 3.2.1.1.4 Small Hotel The Small Hotel has two different baseline equipment systems, one for the nonresidential spaces and one for the guest rooms. The nonresidential HVAC system includes two gas hot water boilers, four packaged rooftop units, and twenty- eight VAV terminal boxes with hot water reheat coil. The SHW design includes a small electric water heater with storage tank for nonresidential areas and gas storage water heater dedicated to laundry room. The guest rooms HVAC design includes one single-zone AC unit with gas furnace for each guest room, and the water heating design includes one central gas storage water heater with a recirculation pump for all guest rooms. For the Small Hotel all-electric design, the Reach Code Team assumed the nonresidential HVAC system to be packaged heat pumps with electric resistance VAV terminal units, and the SHW system will remain a small electric resistance water heater. As described in Section 3.2.1.1.1 above, a central heat pump boiler may be the most commonly employed system type but was not evaluated in this study because of modeling limitations. For the guest room all-electric HVAC system, the Team assumed SZHPs and a central heat pump water heater serving all guest rooms. For the laundry room, all-electric HVAC system is same as other nonresidential areas and all-electric water heating is a split heat pump water heater. The central heat pump water heater includes a temperature maintenance loop with an electric resistance backup heater. Cost data for Small Hotel designs are presented in Table 7. The all-electric design presents substantial cost savings because there is no hot water plant or piping distribution system serving the nonresidential spaces. The incremental cost savings are further enhanced considerably if packaged terminal heat pumps (PTHPs) are used instead of SZHPs in guest rooms compared to split DX/furnace systems with individual flues. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 18 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 7. Small Hotel HVAC and Water Heating System Costs Components Baseline – Mixed Fuel Proposed – All-electric Incremental Cost Description Non-residential spaces: Packaged units, boilers, hot water piping, VAV boxes, ductwork, grilles, gas water heater for laundry Guest rooms: SZAC + furnace, central gas water heater Non-residential spaces: Packaged units, electric resistance VAV boxes, electric circuitry, ductwork, grilles, heat pump water heater for laundry Guest rooms: SZHP, central heat pump water heater HVAC (NR and Guest Rooms) Electrification SHW (Laundry Room and Guest Rooms) HVAC - Material $802,004 $625,642 $(176,361) HVAC - Labor $366,733 $282,394 $(84,339) SHW - Material $55,829 $139,087 $83,258 SHW - Labor $11,780 $15,080 $3,300 Electric Infrastructure $- $119,625 $119,625 Gas Infrastructure $74,943 $- $(74,943) Overhead & CZ adjustment ** $518,741 $461,001 $(57,739) TOTAL $1,830,029 $1,642,830 $(187,199) TOTAL HVAC (PTHP option) $1,830,029 $1,161,178 ($668,851) ** The overhead and CZ adjustment factors are presented in 8.3. 3.2.1.2 Commercial Cooking Equipment For Quick-Service Restaurant prototype, the Reach Code Team evaluated electrification of commercial cooking equipment extensively in 2019 Restaurants Cost Effectiveness analysis and leveraged it for cost and other specifications for the this study. It assumes a Type I exhaust hood and shows high incremental cost affecting the cost- effectiveness of this measure. Table 8 summarizes the quick-service restaurant cooking equipment costs for both mixed-fuel and all-electric scenarios. Table 8. Quick-Service Restaurant Cooking Equipment Costs Components Baseline – Mixed Fuel Proposed – All-electric (non “HS” scenario) Incremental Cost Description Gas based appliances Electric cooking appliance Cooking appliance electrification Cooking equipment cost $21,649 $43,534 $21,886 TOTAL $21,649 $43,534 $21,886 This measure also adds electric infrastructure cost as detailed in Table 10 below. 3.2.1.3 Commercial Clothes Dryer For the all-electric measure, the Reach Code Team assumed electric resistance clothes dryers for Small Hotel prototype. Commercial-scale heat pump clothes dryers take significantly longer time to dry compared to a conventional Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 19 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 gas or electric dryer and are not common in the United States On-Premise Laundry (OPL) market, where labor is relatively expensive and use of heat pump dryers implies hotels may need to require more than one shift to perform laundry duties. Most commercial clothes dryers are available in models that use either gas or electricity as the fuel source, so there is negligible incremental cost for electric resistance dryers. Table 9 summarizes the Small Hotel construction costs for both mixed-fuel and all-electric OPL scenarios. Table 9. Small Hotel Clothes Dryer Costs Components Baseline – Mixed Fuel Proposed – All-electric Incremental Cost Description Gas clothes dryer Electric resistance clothes dryer - Clothes Dryer cost $29,342 $29,342 $0 TOTAL $29,342 $29,342 $(0) This measure also adds electric infrastructure cost as detailed in Table 10 below. 3.2.1.4 Infrastructure Impacts 3.2.1.4.1 Electrical infrastructure Electric heating appliances and equipment often require a larger electrical connection than an equivalent gas appliance because of the higher voltage and amperage necessary to electrically generate heat. Thus, many buildings may require larger electrical capacity than a comparable building with natural gas appliances. This includes: ▪ Electric resistance VAV space heating in the medium office and common area spaces of the small hotel. ▪ Heat pump water heating for the guest room spaces of the small hotel. Table 10 details the cost impact of additional electrical panel sizing and wiring required for all-electric scenarios as compared to their corresponding mixed-fuel scenario The costs are based on estimates from one contractor. The Reach Code Team excluded costs associated with electrical service connection upgrades because these costs are very often rate-based and highly complex. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 20 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 10. Electrical Infrastructure Costs Mixed-Fuel Equipment All-electric Equipment Electrical Infrastructure Impact Incremental Cost Medium Office Hot water reheat system with gas boiler plant and VAV boxes with hot water reheat coils VAV boxes with electric resistance reheat coils Upgraded transformers, transformer feeders, switchboards, and branch circuits $ 112,340 Medium Retail Mix of SZHPs and single zone AC plus furnace serving all zones SZHPs serving all zones Electrical requirements are driven by cooling capacity, so no impact. $0 Quick-Service Restaurant Gas water heater Heat pump water heater Upgraded switchboard, transformer feeder, and branch circuits $12,960 Gas Water heater, Gas cooking Heat pump water heater, Electric cooking Upgraded switchboard, transformer feeder, and branch circuits $95,260 Small Hotel Guest rooms HVAC: Single zone AC plus furnace Non-residential spaces HVAC: Hot water reheat system with gas boiler plant and VAV boxes with hot water reheat coils. Water heating: Gas water heating serving both laundry and guest rooms. Process: Gas dryers. Guest rooms HVAC: SZHPs Non-residential spaces HVAC: VAV boxes with electric resistance reheat coils. Water heating: Heat pump water heating serving both laundry and guest rooms. Process: Electric resistance dryers. Upgraded transformers, transformer feeders, switchboards, and branch circuits $119,625 3.2.1.4.2 Gas Piping The Reach Code Team assumes that gas would not be supplied to the site in an all-electric new construction scenario. Eliminating natural gas in new construction would save costs associated with connecting a service line from the street main to the building, piping distribution within the building, and monthly connection charges by the utility. The Reach Code Team determined that for a new construction building with natural gas piping, there is a service line (branch connection) from the natural gas main to the building meter. Table 11 gives a summary of the gas infrastructure costs by component, assuming 1-inch corrugated stainless-steel tubing (CSST) material is used for the plumbing distribution. The Reach Code Team assumes that the gas meter costs vary depending on the gas load. Based on typical space heating loads for all building types, the Reach Code Team categorized CZs 1 and 16 as ‘High- load CZs’ and CZs 2-15 as ‘Low-load CZs’. The Reach Code Team assumed an interior plumbing distribution length based on the expected layout. Table 12 gives the total gas infrastructure cost by building type. The costs are based on estimates from one contractor. Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 21 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 11. Gas Infrastructure Costs by Component Component Details Cost Meter, including Pressure Regulator, and Earthquake Valve Low load CZ (CZ 2-15) $11,056 High load CZ (CZ 1,16) $15,756 Gas lateral Cost per linear foot of 1" CSST $40 Connection charges Includes street cut and plan review $1,015 Interior plumbing distribution Cost per linear foot of 1" CSST $40 Table 12. Total Gas Infrastructure Cost Estimates by Building Type Total gas infrastructure cost Building Prototype Interior plumbing distribution length (ft) Low load CZ High load CZ Medium Office 100 $17,307 $22,007 Medium Retail 100 $17,307 $22,007 Quick-Service Restaurant 100 $2,017* Small Hotel 1,412 $70,243 $74,943 *The Quick-Service Restaurant package includes gas cooking appliances , which will require a gas lateral and meter. These costs represent only the interior plumbing distribution costs that would have served the HVAC and SHW systems. 3.2.2 Efficiency The Reach Code Team started with a potential list of energy efficiency measures proposed for the 2025 Title 24 energy code update by the Statewide Building Codes Advocacy program (CASE Team)5, which initially included over 500 options. Other options originated in previous energy code cycles or were drawn from other codes or standards (examples: ASHRAE 90.1 and International Energy Conservation Code [IECC]), literature reviews, or expert recommendations. The Reach Code Team leveraged the CASE Team's assessment tools for the 2025 Cycle, focusing on measures prioritized by the CASE Team. The Reach Code Team filtered the list of potential measures based on building type (to remove measures that applied to building types not covered in this study), measure category (to remove end-uses and loads that are not relevant to the prototypes) and impacts to new construction. Based on this filtering, the Team was left with around 100 measures to consider. The Reach Code Team ranked this list of potential measures based on applicability to the prototypes in this study, ability to model in simulat ion software, demonstrated energy savings potential, and market readiness . Please note that the measures requiring a ruleset update cannot currently be modeled for compliance purposes. The modeling method for each efficiency measure is defined in their respective measure descriptions in Section 3.2.2.1 and if the ruleset amendment was applied. Please refer to Section 2.5 for further details. The subsections below describe the energy efficiency measures that the Team analyzed, including description, modeling approach, and specification. 3.2.2.1 Envelope 1. Cool Roof: Requires higher reflectance and emittance values for the Medium Office building only. This measure was not shown to produce substantial savings in the other prototypes. 5 https://title24stakeholders.com/ Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 22 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Modeling: Modeled cool roof measure in efficiency measures package by updating Aged Solar Reflectance (ASR) and/or Thermal Emittance (TE) in CBECC software. Specification: Increased ASR from 0.63 to 0.70 with a TE of 0.85 in CZs 4 and 6-15. 2. Efficient Vertical Fenestration: Requires lower U-factor and Solar Heat Gain Coefficient (SHGC) for windows in select climate zones for three building types (Medium Office, Retail, and Small Hotel). The measure details and the climate zone selection are based on the proposition of 2022 NR CASE Report (Statewide CASE Team 2020 B). Modeling: Modeled high performance windows in efficiency measures package by updating U-factor and SHGC inputs in CBECC software. Specification: Reduced U-factor from 0.36 to 0.34 and SHGC from 0.25 to 0.22 in CZs 2, 6, 7 and 8 for Medium Office and Retail, Reduced U-factor from 0.36 to 0.34 and SHGC from 0.25 to 0.22 in all CZs for Small Hotel. 3. Vertical Fenestration as a Function of Orientation: Limit the amount of fenestration area as a function of orientation for the Medium Office. East-facing and west-facing windows are each limited to one-half of the average amount of north-facing and south-facing windows. Modeling: Change z-coordinate input of windows in CBECC software for Medium Office to increase or decrease fenestration area for the Medium Office. Specification: Decreased east-facing and west-facing fenestration area from 468 to 390 square feet. Increased north-facing and south-facing fenestration area from 703 to 781 square feet. 3.2.2.2 Mechanical Equipment (SHW and HVAC) 4. Water Efficient Fixtures in Kitchen: Specifies commercial dishwashers that use 20% less water than ENERGY STAR® specifications. In addition, the dishwasher includes heat recovery function such that it only needs connection to cold water and reduces hot water demand and central SHW system capacity. For QSRs, which typically specify a three-compartment sink for dishwashing, this measure would replace or add a dishwasher to reduce total hot water load. The measure also adds 1.0 gallon per minute (GPM) faucet aerators to hand-washing sinks in the kitchen to reduce water usage. Title 20 requires kitchen sinks to have a flow rate of 1.8 GPM at most. The reduced hot water load from the water efficient fixtures above allows the heat pump water heater (HPWH) to operate without an electric resistance back-up. Modeling: Reduced water usage in the ruleset based on calculations of expected water usage from literature review and fixture specifications. HPWH coefficient of performance (COP) is increased since there is no electric resistance back-up. Specification: Decreased hot water usage by 26% in the software ruleset (13.4 gallons per person to 9.9 gallons per person) and increased HPWH COP from 3.1 to 4.2. 5. Ozone Washing Machines: Adds an ozone system to the large on-premises washing machines. The ozone laundry system generates ozone, which helps clean fabrics by chemically reacting with soils in cold water. This measure saves energy by reducing hot water usage and by reducing cycle time for laundry systems. Refer to DEER Deemed measure SWAP005-01 for more information (California Public Utilites Commission 2022). Modeling: Reduced the total runtime of each cycle and hot water hourly usage per person (gallons per hour per person) for laundry area in software ruleset. Specification: Reduced hot water usage by 85%, from 48.4 to 7.3 gal/hour-person based on the deemed measure data from the California electronic Technical Reference Manual (California Technical Forum 2022). Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 23 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 6. Efficient Hot Water Distribution: Reduces domestic hot water (DHW) distribution system pipe heat losses in two ways. First, the Team used pipe sizing requirements in Appendix M of the California Plumbing Code instead of Appendix A. Appendix M reduces pipe diameters for the cold and hot water supply lines based on advancements made in water efficiency standards for plumbing fixtures found in hotel bathrooms. Second, the Team added more stringent pipe insulation thickness requirements for hotels to match that of single and multifamily dwellings using Title 24 Table 160.4-A Pipe Insulation Thickness Requirements for Multifamily DHW Systems instead of Table 120.3-A. Modeling: The Team calculated the pipe heat loss savings for the Small Hotel prototype by following the modelling methodology applied to the low-rise loaded corridor multi-family building prototype in the 2022 CASE Multifamily Domestic Hot Water Distribution report (Statewide CASE Team 2020 A). The Team designed a riser distribution system for the Small Hotel prototype building using the baseline Appendix A and modern Appendix M pipe sizing tables. The pipe design and total pipe surface area of the supply and return lines for the Small Hotel closely matched the Low-Rise Loader Corridor Building prototype. The hotel insulated pipe heat loss for both Appendix A and M was approximated from the multifamily building heat loss modelling results for the 16 CZs and water heater energy savings calculated for the two sub-measures. Specification: (a) Pipe diameter decreased from Appendix A requirements to Appendix M multifamily plumbing requirements (b) For pipe diameters at or above 1.5 inches, increase the insulation thickness from 1.5 to two inches thick for fluids operating in the 105 -140⁰F temperature range. . The Team reduced the DHW energy consumption by 0.4 – 0.7% depending on CZ in a post- processing of the model. 7. Demand Control Ventilation (DCV) and Transfer Air: The California Energy Code requires kitchen exhaust to have DCV if the exhaust rate is greater than 5,000 cfm. This measure expands this requirement and applies DCV regardless of the exhaust rate for the QSR. Additionally, the kitchen makeup air supply is decreased by requiring at least 15% of replacement air to come from the transfer air in the dining space that would otherwise be exhausted. Modeling: Changed exhaust fan from constant speed fan to variable speed and reduce kitchen ventilation airflow rate for the QSR. Specification: Changed Kitchen Exhaust Fan Control Method to Variable Flow Variable Speed Drive, reduced kitchen ventilation from 2,730 cfm to 2,293 cfm. 8. Guest Room Ventilation and Fan Power: Uses the 2021 IECC fan power limitation requirements for ventilation fans under 1/12 horsepower, and approximates the ASHRAE 90.1 Small Hotel guestroom control requirements, which require shutting off ventilation within five minutes of all occupants leaving the room and changing the cooling setpoint to at least 80⁰F and heating setpoint to at most 60⁰F. Modeling: Since variable occupancy cannot be modeled in CBECC, the Reach Code Team revised the software ruleset ventilation schedule and setpoints from 8:00 AM to 7:00 PM—the time range where the CBECC software assumed occupancy to be less than half for all guestrooms. Specification: Heating setpoint reduced from 68°F to 66°F, cooling setpoint increased from 78°F to 80°F PM, and ventilation shut off from 8:00 AM to 7:00 PM. Guestroom ventilation fans have fan efficacy of 0.263 W/cfm. 9. Variable speed Fans: Require variable speed fans at lower capacities than required by Title 24 Part 6 Section 140.4(m), currently at 65,000 Btu/hr. This measure is based on the 2022 Title 24 Part 6, Section 140.4(m), Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 24 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 where direct expansion units greater than 65,000 Btu/hr that control the capacity of the mechanical cooling directly shall have a minimum of two stages of mechanical cooling capacity and variable speed fan control. Modeling: Reduced the cooling capacity threshold from 65,000 Btu/hr to 48,000 Btu/hr. Changed the supply fan control from constant speed to variable speed for zones that have cooling capacity > 48,000 Btu/hr and < 65,000 Btu/hr in the Medium Retail and QSR. Specification: Changed the supply fan control from Constant Volume to Variable Speed Drive for the Front Retail and Point-of-Sale thermal zones in Medium Retail prototype and the Dining Zone in the QSR prototype. 3.2.2.3 Lighting 10. Interior lighting reduced lighting power density: Update lighting power densities (LPD, measured as Watts/ft2) requirements based on technology advances (e.g., optical efficiency, thermal management, and improved bandgap materials). Identify spaces with opportunities for more savings from lowered LPDs—not all spaces are subject to LPD reductions. Take into consideration IES recommended practices and biological effectiveness metrics (such as WELL) when developing the proposed LPD values (WELL 2022). The 2022 Indoor Lighting CASE Study (Statewide CASE Team 2021 D) provided a survey of 2x2 troffer products available in the Design Lights Consortium Qualified Products List (DLC -QPL) and the efficacy level each measured. This study indicated that at the time of the report approximately 20% of available DLC -QPL products exceeded the performance level of the ‘Standard’ DLC-QPL listing by approximately 15%, meeting the ‘Premium’ listing criteria. The Title 24 2022 CASE Report uses the ‘Standard’ designation performance level as the design baseline for all the LPD calculations in the code. This document proposes using the ‘Premium’ designation performance as the basis of the LPD allowances. A DOE study on solid-state light sources (LEDs) provides projections of efficacy improvement for LED light sources that are in the range of 2.5 to 3% per year, continuing for the next five or ten years (U.S. Department of Energy 2019 B). So, the products offered for sale by the luminaire manufacturers are improving as older products are discontinued and newer ones are introduced. Even in just three years, the overall performance of the products available can improve by 7 to 9%. A recent Navigant LED pricing study shows a slightly negative cost to efficacy correlation, indicating that higher performing products may be slightly lower in cost (Navigant Consulting 2018). This is likely to be in part caused by the decreasing cost of the LED chips with each subsequent generation produced. There is likely to be no cost associated with employing higher performing LED luminaires. Modeling: Reduce LPDs by approximately 13% in each space listed below under regulated lighting below Title 24 prescriptive requirements. Specification: Medium Office • All spaces: 0.52 W/ft2 Medium Retail • Storage: 0.36 W/ft2 • Retail sales: 0.86 W/ft2 • Main entry lobby: 0.63 W/ft2 QSR • Dining: 0.41 W/ft2 • Kitchen: 0.86 W/ft2 Small Hotel Cost-Effectiveness Analysis: Nonresidential New Construction Buildings 25 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Stairs: 0.54 W/ft2 Corridor: 0.36 W/ft2 Lounge: 0.50 W/ft2 The measures are summarized below by building type, including measure costs, in Table 13. Cost-effectiveness Analysis: Nonresidential New Construction 26 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 13. Efficiency Measures Applicability, Costs, and Sources Measure Applicability • Included in packages with energy efficiency measures - Not Applicable Measure Baseline T24 Requirement Proposed Measure Med Office Med Retail Quick- Service Restaurant Small Hotel: Guest Rooms Small Hotel: Nonresidential Incremental Cost Sources & Notes Envelope 1. Cool Roof For low slope roofs: ASR = 0.63 TE = 0.75 For low slope roofs: ASR = 0.7 TE = 0.85 ● ─ ─ ─ ─ $0.04/ft2 Final Nonresidential High Performance Envelope Case Report (Statewide CASE Team 2020 B) 2. Efficient Vertical Fenestration U-factor = 0.36 SHGC = 0.25 U-factor = 0.34 SHGC = 0.22 ● ● ─ ● ● $1.75/ft2 Final Nonresidential High Performance Envelope Case Report (Statewide CASE Team 2020 B) 3. Vertical Fenestration as a Function of Orientation 40% window-to-wall ratio in each orientation per Title 24 Table 140.3-B. Redistribute window areas by orientation ● ─ ─ ─ ─ $0 No additional cost. This measure is a design consideration. HVAC and SHW 4. Water Efficient Fixtures in Kitchen Kitchen faucet max flow rate is 1.8 GPM (Title 20) Kitchen faucet flow rate is 1 GPM ─ ─ ● ─ ─ High efficiency, door-type, high temperature dishwasher: $7,633/unit Faucet aerator: $8/unit Combination of literature review, online sources such as Home Depot and manufacturer websites 5.Ozone Washing Machine Not required Reduced hot water use ─ ─ ─ ─ ● $25,469/unit DEER Deemed measure SWAP005-01 (California Public Utilites Commission 2022) Cost-effectiveness Analysis: Nonresidential New Construction 27 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Measure Applicability • Included in packages with energy efficiency measures - Not Applicable Measure Baseline T24 Requirement Proposed Measure Med Office Med Retail Quick- Service Restaurant Small Hotel: Guest Rooms Small Hotel: Nonresidential Incremental Cost Sources & Notes 6. Efficient Hot Water Distribution Appendix A Pipe Sizing with standard pipe insulation thickness 1.5’’ Appendix M pipe sizing with 2” pipe insulation thickness ─ ─ ─ ● ─ $5,819 Multifamily Domestic Hot Water Final CASE Report 7. DCV & Transfer Air DCV required in kitchen for exhaust air rate > 5000 cfm DCV for all exhaust fans ─ ─ ● ─ ─ $8,500 Mechanical contractor cost estimate 8. Guest Room Ventilation, Temperature Setback, and Fan Power Guest rooms required to have occupancy sensing zone controls, but no ventilation fan power requirement. Updated fan power and HVAC schedules ─ ─ ─ ● ─ $0 No cost increase, as guest rooms already have controls. 9. Variable Speed Fans Variable speed required if cooling capacity is greater than 65,000 Btu/h Variable speed control for smaller capacity systems ─ ● ● ─ ─ $6,390/unit Mechanical contractor cost estimate Lighting 10. Interior Lighting Reduced LPD Per Area Category Method, varies by Primary Function Area. Top 20% of market products ● ● ● ─ ● $0 Industry report on LED pricing analysis shows that costs are not correlated with efficacy. (Navigant Consulting 2018) Cost-effectiveness Analysis: Nonresidential New Construction 28 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 3.2.3 Load Flexibility The Reach Code Team investigated a range of high-impact demand flexibility strategies potentially applicable to the four prototypes. The list of strategies is informed by DOE’s Grid -interactive Efficient Buildings efforts and the 2022 Nonresidential Grid Integration CASE report (U.S. Department of Energy 2021, Statewide CASE Team 2020). The Team selected the three measures based on their load flexibility potential, cost, compliance software modeling capabilities, savings potential and the ease of project implementation and field verification: Please note that these measures require a ruleset update and cannot be modeled currently for compliance purposes. 11. Temperature Setback using Smart Thermostat: This measure leverages the existing mandatory requirement for HVAC zone thermostatic controls to pre-condition spaces prior to, and to shed demand during, peak period. This measure introduces a setback in temperature setpoint during peak period and incurs no additional cost because Occupant-Controlled Smart Thermostats (OCSTs) are already required for buildings similar to the Medium Office prototype. Modeling: Instead of utilizing the demand responsive features, OCST would be used to change temperature setpoints and setpoint schedules. These changes were integrated by altering the setpoint schedules directly in the backend ruleset files of CBECC software. Specification: In the base case, the Medium Office prototype HVAC equipment schedules dictate "on" hours (at desired temperature) from 6:00 AM through 12:00 AM on weekdays and 6:00 AM – 7:00 PM on Saturdays. All Sunday hours are "off." Cooling setpoints are 75°F during "on" and 85°F when "off" hours; heat setpoints are 70°F during "on" and 60°F during "off" hours. The Team modified this schedule such that the "on" setpoints are stepped back by 2°F from 4:00 PM through 12:00 AM on weekdays; and from 4:00 PM – 7:00 PM on Saturdays. 12. Demand Response Capable HPWH: The Reach Code Team modeled a measure intended to reduce the peak demand of the significant hot water loads in the QSR prototype. The measure increases costs due to adding a 100-gallon storage tank and plumbing hardware. The additional hot water storage enables pre- heating water ahead of demand by effectively increasing the HPWH’s thermal storage capacity. The extra plumbing hardware is needed to keep the stored hot water stratified to maintain efficient HPWH operations . The Team did not directly address the issue of storage tank location but assumed floor plan design would be able to accommodate it. Modeling: The measure uses the HPWH and additional storage tank capacity to produce and store hot water ahead of actual use during evening peak period. QSR hot water baseline schedule exhibits a low morning load (6:00 AM – 8:00 AM), moderate load near lunch time (11:00 AM), and a peak evening load (4:00 PM – 11:00 PM). These changes were made by changing the hot water load fraction in the ruleset. Specification: Implements an early pre-heat that starts at 12:00 PM and finishes by 7:00 PM, avoiding the super peak hours of 7:00 PM – 9:00 PM. 13. Demand Response Lighting: This measure extends existing Title 24 mandatory requirements for demand responsive lighting by shedding demand during peak hours. There are no additional measure costs because demand responsive control capability is already required for nonresidential buildings with more than 4kW of total lighting load. This measure does not require additional commissioning. Modeling: The baseline lighting schedule exhibits a plateau of 0.65 load fraction from 8:00 AM – 8:00 PM and trails off after 8:00 PM through the end of the day for weekdays. The Team altered the ruleset to reduce the load fraction during 4:00 PM – 9:00 PM. Specification: The Team implemented a 10% setback during the 4-9pm peak hours. Cost-effectiveness Analysis: Nonresidential New Construction 29 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 The load flexibility measure applications to each prototype are summarized in Table 14. Table 14. Load Flexibility Measure Summary Measure Med Office Med Retail QSR Small Hotel Incremental Cost Other Notes 11. Smart Thermostat ● - - - $0 Capability already required 12. Demand Control HPWH - - ● - $5,400 An additional 100-gallon tank, plumbing hardware, and related labor hours 13. Demand Response Lighting ● - - - $0 Capability already required None of the measures apply to the Medium Retail or Small Hotel prototypes. While the Small Hotel contains some office space and common areas, the Medium Office load flexibility measures were not applied to the Small Hotel spaces because of the potential for unpopular impacts, varying occupancy schedules, difficult field maintenance, and limited energy impacts. Team also explored the impact of load flexibility in all-electric clothes dryer scenario but did not see enough savings impact, hence the measure was not included in the package. 3.2.4 Additional Solar PV and Battery Storage The Reach Code Team considered additional solar PV and battery storage measures that exceed the 2022 Title 24 prescriptive requirements to improve the cost-effectiveness of proposed scenarios. For Medium Office and Retail, the prescriptive solar PV sizes are large enough to occupy the entirety of the available roof space. Additional rooftop solar PV could not be considered for the two prototypes. For the Quick-Service Restaurant, solar PV is not prescriptively required since the prototype qualifies for the exception and the Reach Code Team considered adding solar PV to improve cost-effectiveness. For Small Hotel, the required PV size in the code-compliant models did not occupy the entire available roof space. Additional PV system capacity was considered as a measure to improve cost-effectiveness. For the cost-effectiveness analysis, the Team evaluated additional solar PV for all-electric scenarios for the two building types, Quick Service Restaurant and Small Hotel. The additional PV size is calculated based on available roof space, assuming the maximum available space is 50% of total roof space and 15 Watt per square foot panel size. Modeling: Updated PV capacity (kW) input in CBECC software. Specification: Baseline requirement is 0 kW and 22-32.6 (depending on climate zone) kW for Quick-Service Restaurant and Small Hotel respectively. Proposed measure specification is 18.8 kW and 79.8 kW for Quick-Service Restaurant and Small Hotel respectively. The costs for PV include first cost to purchase and install the system, inverter replacement costs, and annual maintenance costs. A summary of incremental costs and sources is given in Table 15 below. Cost-effectiveness Analysis: Nonresidential New Construction 30 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 15. Additional Solar PV Measure Summary Measure Med Office Med Retail QSR Small Hotel Incremental Cost Cost Source Solar PV - - ● ● First Cost: $3.20/W Inverter replacement cost at 10-yr: $0.15/W Annual Maintenance Cost: $0.02/W ITC Federal Incentive: 30% National Renewable Energy Laboratory (NREL) Q1 2016 (National Renewable Energy Laboratory 2016) E3 Rooftop Solar PV System Report (Energy and Environmental Economics, Inc. 2017) Upfront solar PV system costs are lowered because of the federal income tax credit (ITC)—approximately 30 percent based on the passage of Inflation Reduction Act. PV energy output is built into CBECC and is based on NREL’s PVWatts calculator, which includes long term performance degradation estimates. A battery storage system is prescriptively required for three prototypes : Medium Office, Medium Retail, and Small Hotel. The current software, CBECC v1.0, applies the appropriate prescriptive battery size (kWh) and capacity (kW) in the standard design. However, the control assumed in standard design is “Basic Control”, which does not function for optimum battery use. The Team did not evaluate additional battery measures because the compliance software does not apply the “Time of Use” battery control method in standard design, which impacts the incremental energy costs and TDV benefits. 3.3 Measure Packages The Reach Code Team compared a baseline Title 24 prescriptive package to mixed-fuel packages and two to four electrification packages depending on applicability of building type. Note that most QSR all-electric packages exclude kitchen electrification, while the Small Hotel all-electric package does include electric laundry cost and energy impacts . ▪ Mixed Fuel Code Minimum: Mixed-fuel prescriptive building per 2022 Title 24 requirements. ▪ Mixed Fuel + Efficiency Measures: Mixed-fuel prescriptive building per 2022 Title 24 requirements, including additional efficiency measures. ▪ All-electric Code Minimum Efficiency: All-electric building to minimum Title 24 prescriptive standards and federal minimum efficiency standards. This package has the same PV size as mixed-fuel prescriptive baseline. ▪ All-electric Energy Efficiency: All-electric building with added energy efficiency measures related to HVAC, SHW, lighting or envelope. ▪ All-electric Energy Efficiency + Load Flexibility: All-electric building with added energy efficiency and load flexibility measures. ▪ All-electric Energy Efficiency + Solar PV: All-electric building with added energy efficiency and additional Solar PV. The added PV size is larger than prescriptive 2022 Title 24 code requirements and accounts for roof space availability. For QSR, the Reach Code Team has analyzed two scenarios for all-electric packages, one with electric cooking and the one with gas cooking (the latter of which is referred to as the “HS” package to reflect all-electric HVAC and SHW). The results section includes results for both scenarios since all-electric package with electric cooking appliance can be cost-effective in POU territories. This study did not evaluate pre-empted package with all-electric HVAC and SHW to Cost-effectiveness Analysis: Nonresidential New Construction 31 Prototypes, Measure Packages, and Costs localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 have higher efficiency than required by federal regulations, that will potentially enhance cost-effectiveness and/or compliance margins. For Small Hotel, the Reach Code Team also analyzed an alternative scenario with PTHP instead of SZHP in all-electric scenario. It is denoted by the “PTHP” in parenthesis in package name. Cost-effectiveness Analysis: Nonresidential New Construction 32 Cost-Effectiveness Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 4 Cost-Effectiveness Results Cost-effectiveness results are presented in this section and the attached workbook per prototype and measure packages described in Section 3. The TDV and On-Bill based cost-effectiveness results are presented in terms of B/C ratio and NPV. In the following figures, the result Both (shown in green shading) indicates that the result is cost-effective on both On- Bill and (Total) TDV basis. The result On-Bill or TDV (shown in yellow shading) indicates that the result is either cost- effective on On-Bill or (Total) TDV basis, respectively. The result “ - “ (results with no shading) indicates that the result is not cost-effective on either an On-Bill basis or (Total) TDV basis. Across all prototypes and climate zones, efficiency measures improve cost-effectiveness when added to the mixed-fuel baseline prototype and all-electric federal code minimum designs. All-electric cost-effectiveness results by prototype can be summarized as: Medium Office (Figure 1): All-electric space heating is predominantly achieved through electric resistance due to modeling limitations, which limits operational benefits. Efficiency measures yield some On-Bill cost- effective all-electric packages in milder climate zones. Adding load flexibility measures increases the cost- effectiveness to most climates. Medium Retail (Figure 2): All-electric packages are cost-effective in all climate zones with added efficiency measures over all-electric baseline. Proposed mixed-fuel packages are cost-effective too with added efficiency measures in most climate zones primarily driven by cost-equivalency in the all-electric package compared to a mixed-fuel package. Quick-Service Restaurant (Figure 3): All-electric package with and without cooking electrification is cost- effective in CPAU and SMUD territories only, On-Bill. All-electric HVAC and SHW package with added efficiency measures is On-Bill cost-effective in CZs 1, 3-5 and 12. Adding efficiency and solar PV is On-Bill cost-effective in CZs 1-5, 11-13, and 16. While not depicted in Figure 3, the Results Workbook indicates that all-electric HVAC and SHW plus efficiency packages are nearly cost-effective (greater than -$350/month) in all climate zones using On-Bill Net Present Values. Small Hotel (Error! Reference source not found.): The all-electric hotel has tremendous cost savings compared to a mixed-fuel package, primarily due to the avoidance of gas infrastructure to each guest room. All-electric packages achieve TDV cost-effectiveness in all CZs except 16. On-Bill cost-effectiveness is limited to CZs 2-5, 12 and 15 with single zone ducted heat pumps, but nearly all CZs with a packaged terminal heat pump. Cost-effectiveness Analysis: Nonresidential New Construction 33 Cost-Effectiveness Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 4.1 Medium Office In the all-electric Medium Office building, the upfront cost savings associated with avoiding boiler and gas infrastructure supports cost-effective packages in several climate zones, particularly with additional efficiency and load flexibility measures . ▪ Adding energy efficiency measures over mixed fuel code minimum is On-Bill cost-effective in all climate zones. ▪ The all-electric code minimum efficiency package is cost-effective for CZs 4 (CPAU), 6-10, 12 (SMUD) and 15. ▪ Adding energy efficiency measures to the all-electric code minimum package extends On-Bill cost-effectiveness to CZ 3 as well. ▪ All-electric energy efficiency along with load flexibility measure package is On-Bill cost-effective in most climate zones except 1, 11 and 16. Figure 1. Medium Office Cost-Effectiveness Summary CZ1 CZ2 CZ3 CZ4 CZ5 CZ6 CZ7 CZ8 CZ9 CZ10 CZ11 CZ12 CZ13 CZ14 CZ15 CZ16 Utility Prototype Package Both Both Both Both Both Both Both Both Both Both On-Bill ─On-Bill ── On-Bill ─On-Bill On-Bill ─ Both ─Both ── Both ─Both On-Bill ─ Both Both Both Both On-Bill Both Both Both Both On-Bill ─ ─ Medium Office (MO) Mixed Fuel + Efficiency Measures Both Both Both All Electric Code Minimum Efficiency ──Both Both Both Both Both Both ─ Climate Zone PG&E PG&E PG&E PG&E CPAU PG&E ─ SDG&E SCE SCE PG&E SMUD PG&E Both PG&E PG&E SCG SCE SDG&E PG&E SCE SDG&E SCE Both Both On-Bill Both Both Both Both Both ── All-Electric Energy Efficiency + Load Flexibility ─Both Both On-Bill Both Both All Electric Energy Efficiency ──Both ── Both On-Bill Both Both Both Both Both Cost-effectiveness Analysis: Nonresidential New Construction 34 Cost-Effectiveness Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 4.2 Medium Retail 2022 Title 24 code prescriptively requires heat pumps in most scenarios already. This report evaluates added energy efficiency measures over the baseline all- electric scenario and proposed mixed-fuel packages. ▪ The mixed-fuel code minimum is not cost-effective by itself in most climate zones. ▪ Adding energy efficiency measures to the mixed-fuel code minimum package is On-Bill and/or TDV cost-effective in most climate zones. ▪ Adding energy efficiency measures over prescriptive all-electric package is also cost-effective in most climate zones except CZ16 using TDV. Figure 2. Medium Retail Cost-effectiveness Summary Cost-effectiveness Analysis: Nonresidential New Construction 35 Cost-Effectiveness Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 4.3 Quick-Service Restaurant (QSR) High incremental cost for HVAC and SHW electrification (“HS” package) makes restaurant electrification challenging. Because cooking electrification packages are very expensive – both upfront and operationally in IOU territories – the Team evaluated HS packages that do not consider cooking equipment electrification. This affects cost-effectiveness as gas infrastructure cost savings do not materialize. ▪ Adding energy efficiency measures over mixed fuel code minimum is On-Bill cost-effective in all climate zones. ▪ All-electric HVAC and SHW “HS” package is On-Bill cost-effective in CZ4 (CPAU) and CZ12 (SMUD) territory only. ▪ Adding energy efficiency and load flexibility measures extends On-Bill cost-effectiveness to CZs 1, 3 and 5. ▪ All-electric HVAC and SHW “HS” package with energy efficiency and solar PV measure is On-Bill cost-effective in climate zones 1-5, 11-13 and 16. ▪ All-electric package including cooking electrification is On-Bill cost-effective in CZ 4 (CPAU) territory only. ▪ The Results Workbook indicates that all-electric HVAC and SHW plus efficiency packages are nearly cost-effective (greater than -$350/month) in all climate zones using On-Bill Net Present Values. Figure 3. QSR Cost-effectiveness Summary CZ1 CZ2 CZ3 CZ4 CZ5 CZ6 CZ7 CZ8 CZ9 CZ10 CZ11 CZ12 CZ13 CZ14 CZ15 CZ16 Utility Prototype Package Both Both Both Both Both Both Both Both Both Both ───── On-Bill ──On-Bill ─ ─On-Bill ─── On-Bill ──On-Bill ─ ───── On-Bill ──On-Bill ─ On-Bill On-Bill ─On-Bill ─ On-Bill On-Bill ─On-Bill ─ ───── On-Bill ──── ───── On-Bill ──── ──── Quick-Service Restaurant (QSR) All Electric Energy Efficiency ─────── On-Bill On-Bill ─ ─ ── ─ ─ ─── PG&E SMUD PG&E SDG&E SCE SCE PG&E ────── PG&ESCE SDG&E SCE Both ─ Both ─── Both Both Both Both Climate Zone PG&E PG&E PG&E PG&E CPAU PG&E SCG SCE SDG&E PG&E Both All Electric HS Energy Efficiency + Solar PV All Electric Code Minimum Efficiency On-Bill ─ On-Bill On-Bill Both ─ ─ ─ Mixed Fuel + Efficiency Measures Both Both All Electric HS Code Minimum Efficiency All-Electric HS Energy Efficiency + Load Flexibility On-Bill ─ All Electric HS Energy Efficiency On-Bill ─ ─ Both ─ ── On-Bill ─On-Bill ────────── ────On-Bill ─ Cost-effectiveness Analysis: Nonresidential New Construction 36 Cost-Effectiveness Results localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 4.4 Small Hotel The all-electric hotel has cost savings compared to a mixed-fuel package, primarily due to the avoidance of boilers and gas infrastructure to each guest room. The analysis assumes single zone ducted heat pump for all all-electric scenarios; however, the Team analyzed a Packaged Terminal Heat Pump (PTHP) scenario as well. PTHP shows higher incremental cost savings as compared to a baseline of mixed fuel single zone packaged system and hence are cost-effective in many climate zones. ▪ Adding energy efficiency measures over mixed fuel code minimum is On-Bill cost-effective in all climate zones. ▪ All-electric code minimum packages with or without energy efficiency measure packages are TDV cost-effective in all climate zones except 16, and On- Bill cost-effective in CZ4 (CPAU) and CZ12 (SMUD) due to relatively lower electricity costs. ▪ Additional solar PV over all-electric energy efficiency package extends On-Bill cost-effectiveness to CZs 2, 3, 4 (PG&E), 5 and 15. ▪ The alternative all-electric scenario with PTHP is cost-effective in all climates, On-Bill in most CZs except 7,10 and 14 SDG&E territories. Figure 4. Small Hotel Cost-effectiveness Summary Cost-effectiveness Analysis: Nonresidential New Construction 37 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 5 Energy Code Compliance Results and Reach Code Considerations This section combines the cost-effectiveness and 2022 Title 24 energy code compliance metric results — efficiency TDV, total TDV, and source energy, described in Section 2.3 — to highlight the viable reach code options for local jurisdictions. The Reach Code Team calculated metrics using both: 1. Software outputs using the ACM standard design and 2. Manually by subtraction against the baseline model because of software limitations that are beyond the Reach Code Team’s control.6 All Efficiency TDV margins presented in this section are the lower of the two approaches, Software output and Manual, to be conservative and inform the minimum compliance margins that can be met by a typical modeler. Full details of compliance margins and cost-effectiveness results are presented in the Final Results Workbook for reference. Importantly, the workbook shows that for all prototypes, all-electric packages are capable of achieving greater greenhouse savings as compared to mixed-fuel buildings. Below is a summary of how compliance results as well as cost-effectiveness for each prototype and package could influence reach code options. The Reach Code Team outlines recommendations using the following framework, based on reach codes that were adopted across California under the 2019 building code cycle: ▪ Mixed fuel buildings are allowed, with efficiency. Local amendments governing efficiency and conservation must be performed in the Title 24 Part 6 Building Energy Efficiency Standards and be approved by the Energy Commission. • Energy Efficiency — Require energy efficiency for buildings regardless of fuel type. A jurisdiction can require different compliance thresholds for all-electric and/or mixed-fuel. The thresholds should be set considering how they may affect mixed-fuel or all-electric buildings. • Electric-Preferred — Allow mixed-fuel appliances but require a higher building performance via efficiency, total, or source compliance metric (for example, (Milpitas 2019), section 140.1).7 Applies only to mixed-fuel buildings. ▪ Mixed fuel buildings are not allowed. Local amendments governing green building requirements may be performed in the Title 24 Part 11 Green Building Standards Code and must be filed with the Building Standards Commission. Alternatively, the local amendment may be performed in a municipal code chapter of their respective jurisdictions. • All-Electric — Require certain all-electric only appliances, with exceptions (for example (Menlo Park 2019). Does not involve efficiency or conservation measures, and cost-effectiveness is a not a legal requirement.8 Local amendments may be performed through other building code sections, such as Part 11. See discussion on Exceptions below. • All-Electric + Efficiency — Require certain all-electric appliances, but with a higher building performance via efficiency, total, or source compliance metric. Also requires amendment to Title 24 Part 6 and approval by the Energy Commission. 6 The difference between the two methods of calculating TDV margins occurs due to various software limitations. The Team had challenges modeling a baseline showing zero-percent (exactly compliant) compliance margin, and differing interpretations of 2022 Title 24 code regarding fan power, exhaust fan, heat recovery, battery control, and other aspects. Most scenarios show similar trends between software calculated compliance margin and the Team’s manual subtraction against baseline model, with a difference in magnitude. For example, if the Total TDV Compliance margin as shown by software directly is negative, it is typically negative per manual calculation as well. Nonetheless, modeling limitations introduce error into the calculations, which may affect results. Many scenarios have very low negative compliance margin and are very close to being zero. While this uncertainty in error may lead to imprecision in results, relative performance across packages can yield information helpful for decision-making. 7 Note Milpitas has since adopted an All-electric with Exceptions code for the 2022 code cycle. 8 See letter from CEC to South San Francisco for reference. Formatted: Left: 0.59", Bottom: 0.47", Width: 8.5", Height: 11" Cost-effectiveness Analysis: Nonresidential New Construction 38 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Exceptions enable reach codes to broadly require electrification except for specific building systems. These systems may have uncertainty on energy code compliance, building industry electrification approaches, or other related impacts on economic development. During the 2019 code cycle, cities developed exemptions based on discussions with local stakeholders, resulting in a wide array of exemption types.9 For the four prototypes in this study, the Team has determined two exemptions that may be necessary for cities passing All-Electric reach codes. ▪ Building systems without a prescriptive compliance pathway in the energy code. This exemption considers that all-electric central space heating does not have a prescriptive pathway in Title 24, and central heat pump boilers cannot be currently modeled, which has impacted compliance results for the Medium Office and Small Hotel. This exemption has broad precedence and can apply to other large nonresidential buildings (e.g., (Berkeley 2019), section 12.80.040.A Exception 1). These exemptions typically state that the building is also not able to comply via the performance approach using commercially available technology. ▪ Commercial cooking. Cooking electrification does not considerably impact code compliance but is not nearly cost-effective against a mixed-fuel baseline. To account for this challenge, cities may wish to adopt reach codes that exempt commercial kitchen cooking appliances (e.g., (Menlo Park 2019) 100.0(e)2.A Exception 4). 9 See list of exemptions on Bay Area Reach Codes. Cost-effectiveness Analysis: Nonresidential New Construction 39 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 16. Reach Code Pathway Considerations Prototype Compliance and Cost-Effectiveness Results Summary Energy Efficiency Electric- Preferred All-Electric All-Electric + Efficiency Medium Office The Team could not identify any all-electric package that complies with all three compliance metrics, with the Efficiency TDV Compliance margin being the most challenging. Future iterations of this study will re-evaluate the Medium Office with a central heat pump boiler, an anticipated compliance software capability in early 2023, instead of electric resistance VAVs. To Be Determined. Modeling constraints impacted achievable compliance margins for all-electric packages. All CZs. Exempt building systems without a prescriptive pathway in the energy code. To Be Determined. Modeling constraints impacted achievable compliance margins for all-electric packages Medium Retail The Team identified cost-effective and code compliant packages of all-electric + energy efficiency measures across most CZs. Mixed-fuel + efficiency was cost-effective but not code compliant in most CZs. CZs 7 and 9. CZs 7 and 9. CZs 2-15. 2022 T24 prescriptive baseline CZs 1-10, 12-14. Quick- Service Restaurant The Mixed-fuel + efficiency package is cost-effective and compliant in many climate zones. Code compliance and cost-effectiveness results support reach code adoption for all-electric space conditioning and service water heating when adding efficiency and solar PV for CZs 1 and 3-5, many others are likely to be compliant with future modeling input updates. Cost-effectiveness is achieved or nearly achieved (Net Present Value is greater than -$350/month) On-Bill in all CZs. Cooking electrification does not impact code compliance but is not cost-effective against a mixed-fuel baseline except for CPAU territory. CZs 1, 3-7. CZs 1-7, 13. CZs 1, 3-7. Exempt commercial kitchen appliances, except CZ4 (CPAU). Nearly all remaining CZs have a nearly cost-effective and/or nearly compliant pathway for HVAC and SHW only. CZs 1, 3-5. Small Hotel Results support Electric-Preferred reach code for all CZs. The all- electric packages are near compliant and TDV cost-effective for most CZs when including energy efficiency measures and additional solar PV. They are likely to be compliant with future modeling iterations. Future iterations of this study will re-evaluate the nonresidential areas of the hotel with a central heat pump boiler, as mentioned for the Medium Office, which can potentially improve code compliance. To Be Determined. Modeling constraints impacted achievable compliance margins for all-electric packages. All CZs. Exempt building systems without a prescriptive pathway in the energy code. To Be Determined. Modeling constraints impacted achievable compliance margins for all-electric packages. Cost-effectiveness Analysis: Nonresidential New Construction 40 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 The combined result of cost-effectiveness and code compliance across all climate zones and packages are detailed in Section 0 through 5.4 below. The tables are formatted to show: ▪ Cost-effectiveness results with color highlight: • Green highlight — for scenarios that are cost-effective on both On-Bill and TDV metrics, may or may not be compliant. • Yellow highlight — for scenarios that are cost-effective on either one of the On-Bill/TDV metrics, may or may not be compliant. • Gray highlight — for scenarios that are not cost-effective on either metric, either compliant currently or likely to be compliant in future. • White highlight — for scenarios that are not cost-effective on either metric and are not compliant. ▪ Compliance results with cell values: • “EffTDV Margin” percentages — for scenarios that are compliant, across both Manual and CBECC software output, the reported value is the minimum of the two. • “-” for scenarios that do not comply across any one code compliance metric. “TBD” – for scenarios that are likely to be compliant with modeling updates or software versions in future, maybe compliant across either one of the Manual or CBECC software output approach or has a system type modeling limitation such as central heat pump boiler for Medium Office and Small Hotel. The package names in table results columns are as follows, as defined in Section 3.3: ▪ Mixed fuel — Code Min: Mixed Fuel Code Minimum Efficiency ▪ Mixed fuel — EE: Mixed Fuel + Efficiency Measures ▪ All-electric — Code Min: All-electric Code Minimum Efficiency ▪ All-electric — EE: All-electric Energy Efficiency ▪ All-electric — EE + LF: All-electric Energy Efficiency and Load Flexibility ▪ All-electric — EE + PV: All-electric Energy Efficiency and Solar PV The QSR has two electrification scenarios, with and without cooking appliance electrification, which is denoted by “HS” prefix. The Small Hotel has an extra package that evaluates a different HVAC type in the all-electric Code Minimum Efficiency package, a Packaged Terminal Heat Pump (PTHP) instead of a Single Zone Heat Pump. Cost-effectiveness Analysis: Nonresidential New Construction 41 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 5.1 Medium Office For Medium Office, the Reach Code Team analyzed EE measures over mixed fuel baseline model and three electrification packages: 1) Code Min, 2) EE and 3) EE + LF packages, results shown in Table 17. The most likely all-electric replacement for a central gas boiler serving a VAV reheat system would be a central heat pump boiler; however, this system cannot be modeled in CBECC at the time of the writing of this report. As such, the Reach Code Team is treating this analysis as temporary until a compliance pathway is established for a central heat pump boiler in the Energy Code and results can be updated accordingly. This modeling capability is anticipated in early 2023 according to discussions with the CBECC software development team, and the cost -effectiveness analysis should become available in the first half of 2023. Heat pump systems are multiple times more efficient, but may also be multiple times more costly, than the electric resistance reheat systems currently analyzed. ▪ Results support reach code adoption for energy efficiency measures over mixed fuel baseline, also known as the “Electric-Preferred”. A compliance margin of 4–5% is achievable depending on the climate zone. ▪ No all-electric package complies with all three-compliance metrics, with the efficiency compliance TDV margin being the most challenging. The Reach Code Team explored other efficiency measures that reduce the efficiency compliance TDV margin, but not enough to make the TDV margin positive. The compliance values are labeled as “TBD” for all-electric packages, as they are likely to be compliant with future modeling and/or software updates. Some climate zones are compliant currently on either one of the Software output or Manual compliance approaches. Table 17. Cost-effectiveness and Compliance Summary – Medium Office CZ Utility Mixed Fuel All-electric EE Code Min EE EE + LF cz01 PG&E 4% TBD TBD TBD cz02 PG&E 5% TBD TBD TBD cz03 PG&E 5% TBD TBD TBD cz04 PG&E 4% TBD TBD TBD cz04-2 CPAU 4% TBD TBD TBD cz05 PG&E 5% TBD TBD TBD cz05-2 SCG 5% TBD TBD TBD cz06 SCE 6% TBD TBD TBD cz07 SDG&E 7% TBD TBD TBD cz08 SCE 6% TBD TBD TBD cz09 SCE 4% TBD TBD TBD cz10 SDG&E 4% TBD TBD TBD cz10-2 SCE 4% TBD TBD TBD cz11 PG&E 3% TBD TBD TBD cz12 PG&E 4% TBD TBD TBD cz12-2 SMUD 4% TBD TBD TBD cz13 PG&E 4% TBD TBD TBD cz14 SDG&E 4% TBD TBD TBD cz14-2 SCE 4% TBD TBD TBD cz15 SCE 3% TBD TBD TBD cz16 PG&E 4% TBD TBD TBD Cost-effectiveness Analysis: Nonresidential New Construction 42 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 * These results will be re-evaluated with central heat pump boiler system instead of electric resistance VAV systems, which largely are unable to achieve energy code compliance. 5.2 Medium Retail For Medium Retail, the Team analyzed EE measure package over an all-electric baseline model and two mixed fuel packages — Code Min and EE, with results in Table 18. ▪ Results support reach code adoption for energy efficiency measures over mixed fuel code minimum package, also known as “Electric-Preferred” or “Energy Efficiency” reach code pathways in climate zones 7 and 9. ▪ Results also support “All-Electric + Efficiency” reach code option, with compliance margins of 4-14% above the all-electric code minimum baseline in climate zones 1-10 and 12-14. ▪ For some scenarios in climate zone 6, 8, 11, 15 and 16, labeled as “TBD”, the package is cost-effective and likely to be compliant in future with modeling input and/or software version updates. Table 18. Cost-effectiveness and Compliance Summary – Medium Retail CZ Utility Mixed Fuel All- electric Code Min EE EE cz01 PG&E - - 6% cz02 PG&E - - 4% cz03 PG&E - - 12% cz04 PG&E - - 11% cz04-2 CPAU - - 11% cz05 PG&E - - 12% cz05-2 SCG - - 12% cz06 SCE - TBD 9% cz07 SDG&E - 12% 14% cz08 SCE - TBD 8% cz09 SCE - 11% 12% cz10 SDG&E - - 3% cz10-2 SCE - - 3% cz11 PG&E - - TBD cz12 PG&E - - 10% cz12-2 SMUD - - 10% cz13 PG&E - - 4% cz14 SDG&E - - 7% cz14-2 SCE - - 7% cz15 SCE - - TBD cz16 PG&E - - TBD Cell Color Cost effective on both TDV/On-Bill metrics Cost effective on either TDV/On-Bill metrics Compliant, not cost effective Not compliant nor cost effective Cell Value X%EffTDV Compliance Margin percentages (Lowest common) Compliant on both Manual and Software output approaches TBD Likely to comply with future modeling updates or software versions, maybe compliant on either Manual or Software output approach -Not compliant on either approach Cost-effectiveness Analysis: Nonresidential New Construction 43 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Cell Color Cost effective on both TDV/On-Bill metrics Cost effective on either TDV/On-Bill metrics Compliant, not cost effective Not compliant nor cost effective Cell Value X%EffTDV Compliance Margin percentages (Lowest common) Compliant on both Manual and Software output approaches TBD Likely to comply with future modeling updates or software versions, maybe compliant on either Manual or Software output approach -Not compliant on either approach Cost-effectiveness Analysis: Nonresidential New Construction 44 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 5.3 Quick-Service Restaurant (QSR) The Team analyzed efficiency measures over a mixed fuel baseline and electrification packages, with and without cooking appliance electrification. For the “HS” scenario including HVAC and SHW electrification only, packages with EE, EE + LF and EE + PV were analyzed, with results in Table 19. ▪ Results support reach code adoption for energy efficiency measures over a mixed fuel baseline, also known as “Electric-Preferred” in climate zones 1 to 7 and 13, or “Energy Efficiency” in CZs 1 and 3 to 7. ▪ All-electric “HS” HVAC and SHW electrification can be adopted in CZs 1 and 3-7 since it is code compliant and nearly cost effective on at least one metric when energy efficiency measures and/or load flexibility or solar PV measure is added, demonstrated by yellow or gray cells. ▪ All-electric “HS” HVAC and SHW option with additional efficiency measures can be adopted in CZs 1 and 3-5. Adding solar PV makes the package on-bill cost-effective on at least one metric marked as yellow cells.. ▪ Packages labeled as “TBD” may or may not be cost-effective but are likely to be compliant in the future with modeling input and/or software updates. Table 19. Cost-effectiveness and Compliance Summary – Quick-Service Restaurant (without cooking electrification) CZ Utility Mixed Fuel All-electric "HS" (HVAC+SHW) EE Code Min EE EE + LF EE + PV cz01 PG&E 16% - 6% 16% 6% cz02 PG&E 6% - TBD TBD TBD cz03 PG&E 18% - 8% 13% 8% cz04 PG&E 16% - 5% 8% 5% cz04-2 CPAU 16% - 5% 8% 5% cz05 PG&E 18% - 8% 15% 8% cz05-2 SCG 18% - 8% 15% 8% cz06 SCE 16% - 3% 6% 3% cz07 SDG&E 21% - 9% 13% 9% cz08 SCE TBD - - - - cz09 SCE TBD - TBD TBD TBD cz10 SDG&E TBD - - - - cz10-2 SCE TBD - - - - cz11 PG&E TBD - TBD TBD TBD cz12 PG&E TBD - TBD TBD TBD cz12-2 SMUD TBD - TBD TBD TBD cz13 PG&E 7% - TBD TBD TBD cz14 SDG&E TBD - TBD TBD TBD cz14-2 SCE TBD - TBD TBD TBD cz15 SCE TBD - TBD TBD TBD cz16 PG&E TBD - - TBD - Cost-effectiveness Analysis: Nonresidential New Construction 45 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 The Reach Code Team analyzed a completely all-electric package including cooking appliances, results shown in Table 20, which show compliance in many climate zones with added efficiency and load flexibility. Remaining CZs are “TBD”, except climate zone 16, which comply on either one of the Manual or Software output approaches currently and are likely to show compliance with future modeling updates. However, the all-electric package is cost- effective in CZ4 CPAU territory only and very close to being cost-effective in SMUD territory. Cooking electrification is expensive and challenging to show cost-effective. Table 20. Cost-effectiveness and Compliance Summary – Quick-Service Restaurant (with cooking electrification) CZ Utility All-electric Code Min EE EE + LF cz01 PG&E - 6% 15% cz02 PG&E - TBD 2% cz03 PG&E - 10% 14% cz04 PG&E - 8% 10% cz04-2 CPAU - 8% 10% cz05 PG&E - 10% 17% cz05-2 SCG - 10% 17% cz06 SCE - 6% 10% cz07 SDG&E - 11% 14% cz08 SCE - TBD TBD cz09 SCE - TBD TBD cz10 SDG&E - TBD TBD cz10-2 SCE - TBD TBD cz11 PG&E - TBD 0% cz12 PG&E - TBD TBD cz12-2 SMUD - TBD TBD cz13 PG&E - TBD TBD cz14 SDG&E - TBD TBD cz14-2 SCE - TBD TBD cz15 SCE - TBD 2% cz16 PG&E - - - Cell Color Cost effective on both TDV/On-Bill metrics Cost effective on either TDV/On-Bill metrics Compliant, not cost effective Not compliant nor cost effective Cell Value X%EffTDV Compliance Margin percentages (Lowest common) Compliant on both Manual and Software output approaches TBD Likely to comply with future modeling updates or software versions, maybe compliant on either Manual or Software output approach -Not compliant on either approach Cell Color Cost effective on both TDV/On-Bill metrics Cost effective on either TDV/On-Bill metrics Compliant, not cost effective Not compliant nor cost effective Cell Value X%EffTDV Compliance Margin percentages (Lowest common) Compliant on both Manual and Software output approaches TBD Likely to comply with future modeling updates or software versions, maybe compliant on either Manual or Software output approach -Not compliant on either approach Cost-effectiveness Analysis: Nonresidential New Construction 46 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 5.4 Small Hotel The Team analyzed EE package over mixed fuel baseline and three electrification packages - Code Min, EE, EE+PV, with results in Table 21. ▪ Results support reach code adoption for energy efficiency measures over mixed fuel baseline, also known as “Electric-Preferred” reach code pathway with 2-5% compliance margin. ▪ All-electric packages with efficiency measures and/or solar PV in most CZs are cost-effective and likely to be compliant in future with modeling and/or software version updates. Some climate zones are compliant currently across either one of the Manual or Software output approaches. ▪ All all-electric scenarios are labeled as “TBD” because 36% of conditioned floor area is nonresidential space and has the same system type limitation as Medium Office (see Section 5.1). Hence, the Small Hotel will be re- evaluated as well with a central heat pump boiler system instead of electric resistance VAV system in early 2023. The current results show compliance on either one of the Manual or Software output approaches in some climate zones with efficiency measures and solar PV, still labeled as “TBD” until the software inconsistencies are resolved. Table 21. Cost-effectiveness and Compliance Summary – Small Hotel. Mixed Fuel EE Code Min EE EE + PV cz01 PG&E 5%TBD TBD TBD cz02 PG&E 4%TBD TBD TBD cz03 PG&E 5%TBD TBD TBD cz04 PG&E 5%TBD TBD TBD cz04-2 CPAU 5%TBD TBD TBD cz05 PG&E 5%TBD TBD TBD cz05-2 SCG 5%TBD TBD TBD cz06 SCE 5%TBD TBD TBD cz07 SDG&E 4%TBD TBD TBD cz08 SCE 5%TBD TBD TBD cz09 SCE 5%TBD TBD TBD cz10 SDG&E 5%TBD TBD TBD cz10-2 SCE 5%TBD TBD TBD cz11 PG&E 3%TBD TBD TBD cz12 PG&E 4%TBD TBD TBD cz12-2 SMUD 4%TBD TBD TBD cz13 PG&E 3%TBD TBD TBD cz14 SDG&E 4%TBD TBD TBD cz14-2 SCE 4%TBD TBD TBD cz15 SCE 5%TBD TBD TBD cz16 PG&E 2%TBD TBD TBD CZ Utility All-electric Cell Color Cost effective on both TDV/On-Bill metrics Cost effective on either TDV/On-Bill metrics Compliant, not cost effective Not compliant nor cost effective Cell Value X%EffTDV Compliance Margin percentages (Lowest common) Compliant on both Manual and Software output approaches TBD Likely to comply with future modeling updates or software versions, maybe compliant on either Manual or Software output approach -Not compliant on either approach Cost-effectiveness Analysis: Nonresidential New Construction 47 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 The Team analyzed an additional scenario that proposes PTHP compared to the same SZAC mixed fuel baseline model, results shown in Table 22. Though PTHP is a much cheaper alternative than SZHP, it is not compliant by itself. Table 22. Cost-effectiveness and Compliance Summary – Small Hotel (PTHP) CZ Utility All-electric Code Min (PTHP) cz01 PG&E - cz02 PG&E - cz03 PG&E - cz04 PG&E - cz04-2 CPAU - cz05 PG&E - cz05-2 SCG - cz06 SCE - cz07 SDG&E TBD cz08 SCE TBD cz09 SCE TBD cz10 SDG&E - cz10-2 SCE - cz11 PG&E - cz12 PG&E - cz12-2 SMUD - cz13 PG&E - cz14 SDG&E - cz14-2 SCE - cz15 SCE - cz16 PG&E - Cell Color Cost effective on both TDV/On-Bill metrics Cost effective on either TDV/On-Bill metrics Compliant, not cost effective Not compliant nor cost effective Cell Value X%EffTDV Compliance Margin percentages (Lowest common) Compliant on both Manual and Software output approaches TBD Likely to comply with future modeling updates or software versions, maybe compliant on either Manual or Software output approach -Not compliant on either approach Cost-effectiveness Analysis: Nonresidential New Construction 48 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 6 Conclusions The Reach Code Team developed a variety of packages involving fuel substitution, energy efficiency, load flexibility, and solar PV, simulated them in building modeling software, and gathered costs to determine the cost-effectiveness of multiple scenarios. The Team coordinated with multiple utilities, cities, and building community experts to develop a set of assumptions considered reasonable in the current market. Changing assumptions, such as the period of analysis, measure selection, fuel costs, other costs, energy escalation rates, software or utility tariffs may change the results. These results, including the attached Reach Code Results Workbook, indicate all-electric packages are capable of achieving the greatest GHG savings as compared to mixed-fuel buildings, see Appendix 8.5. Jurisdictions may adopt a variety of reach codes such as “Energy Efficiency”, “Electric-Preferred”, “All-Electric” or “All-Electric + Efficiency.” In summary: ▪ The Reach Code Team has identified a cost-effective and code compliant energy efficiency measure package for most prototypes and climate zones analyzed, which supports an “Electric -Preferred” and/or “Energy Efficiency” reach code pathways for jurisdictions. ▪ “All-Electric” reach codes are feasible for all building types and climate zones when Part 11 is modified , including some exceptions. • All-electric HVAC consisting of packaged single zone systems, including rooftop units in the Medium Retail and Quick-Service Restaurant, and single zone heat pumps in the Small Hotel guest rooms, are widely shown to be cost-effective and energy code compliant, with exceptions in CZs 1 and 16. • All-electric SHW systems have a prescriptive pathway for all building types and h ave not been shown to be an impediment to cost-effectiveness or energy code compliance of all-electric packages in this study. • All-electric laundry in the Small Hotel can be cost-effective with added energy efficiency and additional solar PV than required prescriptively by 2022 Title 24 code. • Medium Office all-electric packages are cost-effective with energy efficiency and load flexibility measures, but not code compliant due to the use of electric resistance VAV reheat systems. The Small Hotel faces a similar issue for its smaller nonresidential area HVAC systems in some climate zones. This indicates that further efficiency measures would need to be added to achieve energy code compliance which may not be cost-effective. As described in Sections 5.1 and 5.4, modeling limitations impacted the code compliance results for the medium office and nonresidential portion of the small hotel. These prototypes will be re-evaluated using a more appropriate central heat pump boiler HVAC system, likely available in compliance software in early 2023. In the meantime, jurisdictions can choose to exempt building systems that do not have a prescriptive compliance pathway in the energy code. See Berkeley’s all-electric ordinance (Berkeley 2019) section 12.80.040.A Exception 1 for an example. ▪ Commercial kitchen electrification is challenging to design cost -effectively currently. These results align with a previous study focusing on restaurants (Statewide IOU Team 2022). Jurisdictions may choose to exempt cooking appliances until cost-effectiveness factors improve. See Menlo Park's ordinance (Menlo Park 2019) 100.0(e)2.A Exception 4 for an example. ▪ For the Medium Retail prototype in CZs 2 to 15, there is already a prescriptive pathway to co mply with packaged single zone heat pumps in smaller (<240 kBtuh) thermal zones. This study supports an “All-Electric + Efficiency” reach code pathway for many climates. However, mixed-fuel scenarios with SZAC and gas furnaces for larger (>240 kBtuh) thermal zones are challenging to show cost-effectiveness and/or code compliance, except for climate zones 7 and 9, when including efficiency measures. Cost-effectiveness Analysis: Nonresidential New Construction 49 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Further discussion is required at the jurisdiction and community members to review results and determine appropriate reach code pathways. Please refer to the limitations of this study, described in Section 2.5, while using them to inform reach code policies. Of note: ▪ The Team employed several CBECC ruleset modifications to support achieving cost-effective packages, especially load flexibility measures. Ruleset modifications cannot be used by the building industry for code compliance without supporting justification or alternate methods. Where jurisdictions want to encourage the adoption of Load Flexibility measures through modeling estimates, the Reach Code Team can support cities and building applicants by providing modeling approximations that may achieve similar energy and compliance total impacts, in coordination with the Energy Commission. For example, for the Demand Response Lighting measure, the Team may be able to share a TDV/ft2 impact of the measure in that climate zone or provide guidance to the building applicant’s energy consultant on appropriate modeling and documentation. ▪ Results are predominantly based on the code compliance metrics that are manually calculated based on the mixed fuel baseline model and not the standard design model assumed by the current software version. The Team also provided software reported compliance metrics in the workbook for reference. The Team is in communication with software development team to resolve differences in future iterations of this study and the software and improve code compliance reporting. Even considering the limitations, this study has identified a set of reach code pathways for all climate zones, and jurisdictions have broad discretion on how to interpret the study’s findings. Jurisdictions can adopt reach codes requiring energy efficiency via a Title 24 Part 6 local amendment, or electrification via a Title 24 Part 11 (or municipal code) amendment, or both. Jurisdictions may choose to except particular building systems from certain reach codes pathways. Cost-effectiveness Analysis: Nonresidential New Construction 50 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 7 References Berkeley. 2019. Local Energy Codes. https://localenergycodes.com/download/398/local_government_adoption_ordinance/fieldList/Berkeley%20 2019%20All-Electric%20-%20Ordinance%207672.pdf. California Building Energy Code Compliance. 2022. CBECC Title-24 Compliance Software. August 2. https://bees.noresco.com/software2022.html. California Public Utilites Commission. 2022. "Workpaper and Disposition Archive." SWAP005. June 9. http://deeresources.net/workpapers. California Technical Forum. 2022. THE CA ELECTRONIC TECHNICAL REFERENCE MANUAL (ETRM). June 9. http://www.caltf.org/etrm-overview. E3. 2021. https://efiling.energy.ca.gov/GetDocument.aspx?tn=233260&DocumentContentId=65748 . E-CFR. 2020. https://www.ecfr.gov/cgi- bin/retrieveECFR?gp=&SID=8de751f141aaa1c1c9833b36156faf67&mc=true&n=pt10.3.431&r=PART&ty=HTM L#se10.3.431_197. https://www.ecfr.gov/cgi- bin/retrieveECFR?gp=&SID=8de751f141aaa1c1c9833b36156faf67&mc=true&n=pt10.3.431&r=PART&ty=HTM L#se10.3.431_197. Energy + Environmental Economics. 2019a. "Residential Building Electrification in California." April. Accessed 8 2, 2022. https://www.ethree.com/wp- content/uploads/2019/04/E3_Residential_Building_Electrification_in_California_April_2019.pdf. Energy and Environmental Economics, Inc. 2017. "2019 Update to the Title 24 Part 6 Building Energy Efficienc y Standards: Rooftop Solar PV System." September. Accessed 8 2, 2022. file:///C:/Users/mflores/Downloads/TN221366_20171002T104342_Rooftop_Solar_PV_Stystem_Report%20( 1).pdf. Lawrence Berkeley National Lab. 2020. Proving the Business Case for Building Analytics. October. http://smart- energy-analytics.org/assets/EMIS%20Report.pdf. Menlo Park. 2019. Local Energy Codes. https://localenergycodes.com/download/353/local_government_adoption_ordinance/fieldList/Menlo%20Pa rk%202019%20-%20Ordinance%201057.pdf. Milpitas. 2019. Local Energy Codes. https://localenergycodes.com/download/356/local_government_adoption_ordinance/fieldList/Milpitas%20L ocal%20Ordinance%20NO%2065%20148.pdf. National Renewable Energy Laboratory. 2016. "U.S. Solar Photovoltaic System Cost Benchmark: Q1 2016." NREL.gov. September. Accessed 8 2, 2022. https://www.nrel.gov/docs/fy16osti/66532.pdf. Navigant Consulting. 2018. "California LED Pricing Analysis." January. https://www.calmac.org/publications/LED_Pricing_Analysis_Report_-_Revised_1.19.2018_Final.pdf. NORESCO. 2020. "Time Dependent Valuation of Energy for Developing Building Efficiency Standards." https://efiling.energy.ca.gov/GetDocument.aspx?tn=233257&DocumentContentId=65743 . San Diego Gas and Electric Company. 2012. "Commercial Kitchen Demand Ventilation Controls-Electric." June 15. https://view.officeapps.live.com/op/view.aspx?src=https%3A%2F%2Fwww.sdge.com%2Fsites%2Fdefault%2F files%2FWPSDGENRCC0019%252520Rev%2525200%252520Demand%252520Ventilation%252520Controls_0. doc&wdOrigin=BROWSELINK. Statewide CASE Team. 2020. August. https://title24stakeholders.com/wp-content/uploads/2020/08/NR-Grid- Integration_Final-CASE-Report_Statewide-CASE-Team.pdf. Cost-effectiveness Analysis: Nonresidential New Construction 51 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 —. 2011 C. "Fan Control and Integrated Economizers." September. https://title24stakeholders.com/wp- content/uploads/2020/01/2013_CASE-Report_Fan-Control-and-Integrated-Economizers.pdf. —. 2020 A. Multifamily Domestic Hot Water. September. https://title24stakeholders.com/wp- content/uploads/2020/09/2022_T24_Final-CASE-Report-MF-DHW-Dist.pdf. —. 2020 B. "Nonresidential High Performance Envelope." October. https://title24stakeholders.com/wp- content/uploads/2020/10/2020-T24-NR-HP-Envelope-Final-CASE-Report.pdf. —. 2021 D. "Nonresidential Indoor Lighting March." March. https://title24stakeholders.com/wp- content/uploads/2021/03/2022-T24-Indoor-Lighting_Final-CASE-Report_Statewid-CASE-Team_w- Addendum.pdf. Statewide IOU Team. 2022. "2019 Restaurants Reach Code Cost-Effectiveness Analysis." 2 18. file:///C:/Users/mflores/Downloads/2019%20Restaurants%20Cost-eff%20Report%20(10).pdf. TRC, P2S Engineers, and Western Allied Mechanical. 2022. "2019 Reach Code Cost-Effectiveness Analysis." February 22. https://localenergycodes.com/download/968/file_path/fieldList/2019%20Restaurants%20Cost- eff%20Report.pdf. U.S. Department of Energy . 2021. "A National Roadmap for Grid-Interactive Efficient Buildings." May 17. https://gebroadmap.lbl.gov/A%20National%20Roadmap%20for%20GEBs%20-%20Final.pdf. U.S. Department of Energy. 2019 B. U.S. Department of Energy. December. https://www.energy.gov/sites/default/files/2020/02/f72/2019_ssl-energy-savings-forecast.pdf. —. 2022 A. Prototype Building Models. June 9. https://www.energycodes.gov/prototype-building-models. WELL. 2022. wellcertified.com. June 9. Accessed June 8, 2022. wellcertified.com. Cost-effectiveness Analysis: Nonresidential New Construction 52 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8 Appendices 8.1 Map of California CZs Climate Zone geographical boundaries are depicted in Figure 5 below. An interactive GIS location based map and zip- code based search directory is available at: Climate Zone tool, maps, and information supporting the California Energy Code Figure 5. Map of California CZs Cost-effectiveness Analysis: Nonresidential New Construction 53 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.2 Utility Rate Schedules The Reach Codes Team used the IOU and POU rates depicted in to determine the On-Bill savings for each prototype. Table 23. Utility Tariffs Analyzed Based on CZ – Detailed View CZs Utility Electric Rate (Time of Use) Gas Rate Medium Office Medium Retail QSR Small Hotel All Prototypes CZ01 PG&E B-10 B-1 B-1 B-1 or B-10 G-NR1 CZ02 PG&E B-10 B-1 or B-10 B-1 or B-10 B-1 or B-10 G-NR1 CZ03 PG&E B-10 B-1 B-1 B-1 or B-10 G-NR1 CZ04 PG&E B-10 B-1 or B-10 B-1 or B-10 B-1 or B-10 G-NR1 CZ04-2 CPAU E-2 E-2 E-2 E-2 G-2 CZ05 PG&E B-10 B-1 B-1 B-1 or B-10 G-NR1 CZ05-2 SCG B-10 B-1 B-1 B-1 or B-10 G-10 (GN-10) CZ06 SCE TOU-GS-2 TOU-GS-2 TOU-GS-2 TOU-GS-2 G-10 (GN-10) CZ07 SDG&E AL- TOU+EECC (AL-TOU) AL-TOU+EECC (AL-TOU) AL- TOU+EECC (AL-TOU) AL-TOU+EECC (AL-TOU) GN-3 CZ08 SCE TOU-GS-2 TOU-GS-2 TOU-GS-2 TOU-GS-2 G-10 (GN-10) CZ09 SCE TOU-GS-2 TOU-GS-2 TOU-GS-2 TOU-GS-2 G-10 (GN-10) CZ10 SDG&E AL- TOU+EECC (AL-TOU) AL-TOU+EECC (AL-TOU) AL- TOU+EECC (AL-TOU) AL-TOU+EECC (AL-TOU) G-10 (GN-10) CZ10-2 SCE TOU-GS-2 TOU-GS-2 TOU-GS-2 TOU-GS-2 GN-3 CZ11 PG&E B-10 B-10 B-1 or B-10 B-10 G-NR1 CZ12 PG&E B-10 B-1 or B-10 B-1 or B-10 B-10 G-NR1 CZ12-2 SMUD CITS-1 (CI-TOD 1) CITS-1 (CI-TOD 1) CITS-1 (CI-TOD 1) CITS-1 G-NR1 CZ13 PG&E B-10 B-10 B-1 or B-10 B-10 G-NR1 CZ14 SDG&E AL- TOU+EECC (AL-TOU) AL-TOU+EECC (AL-TOU) AL- TOU+EECC (AL-TOU) AL-TOU+EECC (AL-TOU) G-10 (GN-10) CZ14-2 SCE TOU-GS-2 TOU-GS-2 TOU-GS-2 TOU-GS-2 or TOU- GS-3 GN-3 CZ15 SCE TOU-GS-2 TOU-GS-2 TOU-GS-2 TOU-GS-2 G-10 (GN-10) CZ16 PG&E B-10 B-1 or B-10 B-1 or B-10 B-1 or B-10 G-NR1 Cost-effectiveness Analysis: Nonresidential New Construction 54 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.2.1 PG&E Figure 6. PG&E Electric Schedule - B-1 Cost-effectiveness Analysis: Nonresidential New Construction 55 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Figure 7. PG&E Electric Schedule - B-10 Cost-effectiveness Analysis: Nonresidential New Construction 56 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Figure 8. PG&E Gas Schedule – G-NR1 Cost-effectiveness Analysis: Nonresidential New Construction 57 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.2.2 SCE Figure 9. SCE Electric Schedule – TOU-GS-1 Cost-effectiveness Analysis: Nonresidential New Construction 58 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Figure 10. SCE Electric Schedule – TOU-GS-2 Cost-effectiveness Analysis: Nonresidential New Construction 59 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Figure 11. SCE Electric Schedule – TOU-GS-3 Cost-effectiveness Analysis: Nonresidential New Construction 60 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.2.3 SCG Figure 12. SCG Gas Schedule – G-10 Cost-effectiveness Analysis: Nonresidential New Construction 61 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Cost-effectiveness Analysis: Nonresidential New Construction 62 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.2.4 SDG&E Figure 13. SDG&E Electric Schedule – AL-TOU Cost-effectiveness Analysis: Nonresidential New Construction 63 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Cost-effectiveness Analysis: Nonresidential New Construction 64 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Cost-effectiveness Analysis: Nonresidential New Construction 65 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Figure 14. SDG&E Electric Schedule - EECC Cost-effectiveness Analysis: Nonresidential New Construction 66 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Figure 15. SDG&E Gas Schedule – GN-3 Cost-effectiveness Analysis: Nonresidential New Construction 67 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Cost-effectiveness Analysis: Nonresidential New Construction 68 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.2.5 CPAU Figure 16. CPAU Electric Schedule – E-2 Cost-effectiveness Analysis: Nonresidential New Construction 69 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Figure 17. CPAU Gas Schedule – G-2 Cost-effectiveness Analysis: Nonresidential New Construction 70 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.2.6 SMUD (Electric Only) Figure 18. SMUD Electric Schedule – CITS-0/CITS-1 Cost-effectiveness Analysis: Nonresidential New Construction 71 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.2.7 Escalation Rates Utility rates are assumed to escalate over time, using assumptions from research conducted by Energy and Environmental Economics (E3) in Appendix 8.2. The 2019 study Residential Building Electrification in California (Energy + Environmental Economics 2019a) and escalation rates used in the development of the 2022 TDV multipliers Table 24 below demonstrate the escalation rates used for nonresidential buildings. As stated by E3 in the TDV report, this latter assumption “does not presuppose specific new investments, changes in load and gas throughput, or other measures associated with complying with California’s climate policy goals” (i.e., business -as-usual is assumed). Table 24. Real Utility Rate Escalation Rate Assumptions Above Inflation Source Statewide Electric Nonresidential Average Rate (%/year, real) Statewide Natural Gas Nonresidential Core Rate (%/year, real) 2023 E3 2019 2.0% 4.0% 2024 2022 TDV 0.7% 7.7% 2025 2022 TDV 0.5% 5.5% 2026 2022 TDV 0.7% 5.6% 2027 2022 TDV 0.2% 5.6% 2028 2022 TDV 0.6% 5.7% 2029 2022 TDV 0.7% 5.7% 2030 2022 TDV 0.6% 5.8% 2031 2022 TDV 0.6% 3.3% 2032 2022 TDV 0.6% 3.6% 2033 2022 TDV 0.6% 3.4% 2034 2022 TDV 0.6% 3.4% 2035 2022 TDV 0.6% 3.2% 2036 2022 TDV 0.6% 3.2% 2037 2022 TDV 0.6% 3.1% 8.3 HVAC and SHW System Cost Scalers Table 25 shows the material and labor adjustment factors used to determine the costs. Table 25. Materials and Labor Adjustment Factors by Climate Zone Materials Labor CZ 01 0.963 0.994 CZ 02 0.963 1.387 CZ 03 1.001 1.291 CZ 04 0.998 1.298 CZ 05 0.964 0.997 CZ 06 0.960 0.997 CZ 07 0.999 0.985 CZ 08 0.998 0.996 CZ 09 0.964 0.996 CZ 10 0.998 0.996 CZ 11 1.002 0.990 CZ 12 1.000 1.000 Cost-effectiveness Analysis: Nonresidential New Construction 72 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 CZ 13 1.000 0.990 CZ 14 0.964 0.980 CZ 15 0.963 0.996 CZ 16 0.967 0.990 Table 26 shows the contractor markup values used to determine the costs. Table 26. Contractor Markup Values Contractor 1 Contractor 2 General Conditions and Overhead 15% 20% Design and Engineering 5% 10% Permit, testing and inspection 5% 3% Contractor Profit/Market Factor 10% 10% 8.4 Mixed Fuel Baseline Figures Table 27. Mixed Fuel Baseline Model – Medium Office Climate zone Utility Annual Electricity Consumption (kWh) Annual Natural Gas Consumption (therms) Total kTDV/ft2 Total TDV Compliance kTDV/ft2 Efficiency TDV Compliance kTDV/ft2 GHG Emissions Total TDV Compliance Margin Proposed Elec Utility Cost Proposed Gas Utility Cost tons/yr CZ01 PG&E 186,894 5,331 130 10 72 63 1 $67,234 $10,377 CZ02 PG&E 163,979 3,253 142 12 107 52 2 $67,798 $6,493 CZ03 PG&E 176,640 2,672 131 5 83 48 1 $67,999 $5,352 CZ04 PG&E 163,768 2,003 125 -2 107 46 1 $68,366 $4,093 CZ04-2 CPAU 163,768 2,003 125 -2 107 46 1 $30,988 $6,966 CZ05 PG&E 170,544 2,575 113 -8 76 46 1 $66,040 $5,156 CZ05-2 SCG 170,544 2,575 113 -8 76 46 1 $66,040 $4,242 CZ06 SCE 163,722 1,066 122 -7 76 39 0 $76,817 $1,980 CZ07 SDG&E 169,611 747 114 -9 76 38 0 $120,127 $1,150 CZ08 SCE 191,703 941 130 -2 76 41 1 $83,752 $1,763 CZ09 SCE 169,514 1,119 135 0 76 41 1 $82,274 $2,046 CZ10 SDG&E 185,682 1,445 141 10 76 45 2 $134,646 $2,113 CZ10-2 SCE 185,682 1,445 141 10 76 45 2 $86,338 $2,474 CZ11 PG&E 209,343 3,309 166 40 136 59 2 $81,001 $6,669 CZ12 PG&E 178,461 2,864 145 19 118 53 2 $72,381 $5,784 CZ12-2 SMUD 178,461 2,864 145 19 118 53 2 $26,576 $5,784 CZ13 PG&E 211,193 2,377 165 37 139 55 2 $81,491 $4,852 CZ14 SDG&E 156,689 3,058 147 13 139 52 3 $128,390 $4,337 CZ14-2 SCE 156,689 3,058 147 13 139 52 3 $83,690 $4,756 CZ15 SCE 209,720 662 161 32 139 47 2 $101,041 $1,311 CZ16 PG&E 177,562 5,799 127 9 94 67 4 $68,281 $11,409 Cost-effectiveness Analysis: Nonresidential New Construction 73 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 28. All-electric Baseline Model – Medium Retail Climate zone Utility Annual Electricity Consumption (kWh) Annual Natural Gas Consumption (therms) Total kTDV/ft2 Total TDV Compliance kTDV/ft2 Efficiency TDV Compliance kTDV/ft2 GHG Emissions Total TDV Compliance Margin Proposed Elec Utility Cost Proposed Gas Utility Cost tons/yr CZ01 PG&E 138,367 0 192 110 162 28 -8 $43,917 $0 CZ02 PG&E 131,521 0 211 125 198 28 -15 $50,499 $0 CZ03 PG&E 112,237 0 176 91 156 25 -1 $36,206 $0 CZ04 PG&E 122,256 0 197 111 193 27 -5 $47,522 $0 CZ04-2 CPAU 122,256 0 197 111 193 27 -5 $22,961 $0 CZ05 PG&E 108,753 0 159 76 146 24 -8 $35,179 $0 CZ05-2 SCG 108,753 0 159 76 146 24 -8 $35,179 $0 CZ06 SCE 111,442 0 175 89 146 24 -8 $42,572 $0 CZ07 SDG&E 109,079 0 172 87 146 23 0 $71,108 $0 CZ08 SCE 129,105 0 196 107 146 26 -10 $47,404 $0 CZ09 SCE 123,673 0 193 105 146 26 -3 $46,830 $0 CZ10 SDG&E 114,235 0 174 87 146 25 4 $77,903 $0 CZ10-2 SCE 114,235 0 174 87 146 25 4 $45,763 $0 CZ11 PG&E 144,411 0 229 144 218 30 -6 $54,592 $0 CZ12 PG&E 141,639 0 221 136 211 30 -4 $53,798 $0 CZ12-2 SMUD 141,639 0 221 136 211 30 -4 $21,079 $0 CZ13 PG&E 153,371 0 244 158 236 32 -15 $56,701 $0 CZ14 SDG&E 145,499 0 223 135 236 31 -8 $86,177 $0 CZ14-2 SCE 145,499 0 223 135 236 31 -8 $52,840 $0 CZ15 SCE 146,092 0 244 158 236 29 -24 $56,750 $0 CZ16 PG&E 157,944 0 224 144 214 34 -31 $57,190 $0 Cost-effectiveness Analysis: Nonresidential New Construction 74 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 29. Mixed Fuel Baseline Model – Quick-Service Restaurant Climate zone Utility Annual Electricity Consumption (kWh) Annual Natural Gas Consumption (therms) Total kTDV/ft2 Total TDV Compliance kTDV/ft2 Efficiency TDV Compliance kTDV/ft2 GHG Emissions Total TDV Compliance Margin Proposed Elec Utility Cost Proposed Gas Utility Cost tons/yr CZ01 PG&E 63,187 12,237 1,974 820 820 80 5 $20,126 $23,401 CZ02 PG&E 66,343 11,170 1,989 839 839 74 20 $21,332 $21,422 CZ03 PG&E 67,877 10,605 1,922 769 769 71 1 $21,657 $20,336 CZ04 PG&E 77,615 10,277 2,062 910 910 71 -4 $24,931 $19,725 CZ04-2 CPAU 77,615 10,277 2,062 910 910 71 -4 $15,041 $30,442 CZ05 PG&E 69,442 10,655 1,898 744 744 71 -2 $22,105 $20,416 CZ05-2 SCG 69,442 10,655 1,898 744 744 71 -2 $22,105 $14,924 CZ06 SCE 78,813 9,600 1,934 778 744 67 -1 $19,698 $13,599 CZ07 SDG&E 76,653 9,425 1,898 739 744 66 18 $26,903 $13,116 CZ08 SCE 77,418 9,554 1,948 792 744 66 28 $20,356 $13,542 CZ09 SCE 77,625 9,687 1,993 837 744 67 7 $20,405 $13,709 CZ10 SDG&E 81,897 9,907 2,032 877 744 69 26 $31,166 $13,782 CZ10-2 SCE 81,897 9,907 2,032 877 744 69 26 $21,407 $13,986 CZ11 PG&E 85,725 10,748 2,259 1,109 1,109 75 -12 $27,885 $20,664 CZ12 PG&E 74,131 10,726 2,080 928 928 72 2 $24,000 $20,605 CZ12-2 SMUD 74,131 10,726 2,080 928 928 72 2 $11,272 $20,605 CZ13 PG&E 88,060 10,441 2,240 1,089 1,089 73 -2 $28,620 $20,070 CZ14 SDG&E 87,498 10,655 2,251 1,097 1,089 74 -31 $30,692 $14,728 CZ14-2 SCE 87,498 10,655 2,251 1,097 1,089 74 -31 $22,471 $14,925 CZ15 SCE 118,353 9,194 2,444 1,289 1,089 71 -13 $28,746 $13,090 CZ16 PG&E 75,373 12,242 2,143 983 983 82 2 $24,194 $23,494 Cost-effectiveness Analysis: Nonresidential New Construction 75 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Table 30. Mixed Fuel Baseline Model – Small Hotel Climate zone Utility Annual Electricity Consumption (kWh) Annual Natural Gas Consumption (therms) Total kTDV/ft2 Total TDV Compliance kTDV/ft2 Efficiency TDV Compliance kTDV/ft2 GHG Emissions Total TDV Compliance Margin Proposed Elec Utility Cost Proposed Gas Utility Cost tons/yr CZ01 PG&E 230,187 16,824 299 161 173 137 7 $72,520 $32,208 CZ02 PG&E 243,164 13,161 287 152 169 117 5 $77,188 $25,351 CZ03 PG&E 232,511 12,725 272 136 151 113 6 $73,496 $24,461 CZ04 PG&E 251,386 11,608 280 146 165 109 5 $80,034 $22,342 CZ04-2 CPAU 251,386 11,608 280 146 165 109 5 $48,175 $34,218 CZ05 PG&E 232,585 12,375 264 127 143 111 6 $73,479 $23,746 CZ05-2 SCG 232,585 12,375 264 127 143 111 6 $73,479 $17,084 CZ06 SCE 251,627 10,100 260 124 143 100 4 $53,976 $14,227 CZ07 SDG&E 250,625 9,977 257 120 143 100 3 $77,312 $13,878 CZ08 SCE 271,204 9,874 269 136 143 101 3 $60,488 $13,943 CZ09 SCE 265,607 10,246 273 140 143 103 4 $60,896 $14,411 CZ10 SDG&E 276,218 9,903 276 142 143 102 3 $91,917 $13,642 CZ10-2 SCE 276,218 9,903 276 142 143 102 3 $63,534 $13,980 CZ11 PG&E 285,482 12,457 315 179 197 118 4 $82,170 $24,172 CZ12 PG&E 263,561 11,890 293 158 176 112 2 $76,104 $23,029 CZ12-2 SMUD 263,561 11,890 293 158 176 112 2 $34,853 $23,029 CZ13 PG&E 293,124 11,309 310 175 193 113 1 $84,632 $21,924 CZ14 SDG&E 276,292 12,071 298 166 193 115 2 $89,492 $16,232 CZ14-2 SCE 276,292 12,071 298 166 193 115 2 $63,611 $16,703 CZ15 SCE 349,319 7,895 309 174 193 98 -4 $78,507 $11,458 CZ16 PG&E 228,611 17,363 310 170 195 142 9 $72,664 $33,471 Cost-effectiveness Analysis: Nonresidential New Construction 76 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 8.5 GHG Savings Summary This section shows the percent GHG savings for each package. GHG multipliers in CBECC software have utility emissions multipliers assigned only to each of the California’s sixteen climate zones, does not vary by utility within each zone. Individual utility assumptions may vary widely. In the Medium Office, the GHG emissions increases in all- electric package because the proposed all-electric system is electric resistance VAV system instead of a more efficient heat pump boiler system. Figure 19. Percentage GHG Savings – Medium Office Figure 20. Percentage GHG Savings – Medium Retail Mixed Fuel EE Code Min EE EE + LF cz01 0%3%4%12% cz02 1%0%1%8% cz03 1%0%1%8% cz04 2%-1%1%7% cz05 1%0%2%9% cz06 2%0%2%8% cz07 3%0%3%8% cz08 3%0%2%8% cz09 2%-1%2%7% cz10 2%-2%0%6% cz11 1%-3%-1%5% cz12 1%-2%-1%5% cz13 2%-3%-1%4% cz14 2%-4%-2%5% cz15 3%-1%2%7% cz16 1%1%2%7% CZ All-electric All-electric EE Code Min EE cz01 -4%-2%9% cz02 -21%-13%10% cz03 -18%-8%11% cz04 -14%-5%10% cz05 -15%-5%12% cz06 -7%4%13% cz07 -5%7%14% cz08 -7%4%12% cz09 -8%3%13% cz10 -12%-9%3% cz11 -23%-21%2% cz12 -19%-11%9% cz13 -17%-8%10% cz14 -15%-5%10% cz15 -3%0%3% cz16 -34%-33%2% Mixed FuelCZ Cost-effectiveness Analysis: Nonresidential New Construction 77 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Figure 21. Percentage GHG Savings – Quick Service Restaurant Figure 22. Percentage GHG Savings – Small Hotel Mixed Fuel EE Code Min EE EE + LF EE + PV Code Min EE cz01 10%21%26%28%27%47%52% cz02 7%16%19%21%21%45%49% cz03 8%14%20%22%22%45%51% cz04 7%12%17%19%19%43%49% cz05 8%14%20%22%22%45%51% cz06 7%9%15%16%17%43%48% cz07 6%8%14%15%16%43%48% cz08 4%9%12%13%14%43%46% cz09 5%9%12%13%15%43%46% cz10 5%10%13%14%15%42%46% cz11 6%13%17%18%18%43%46% cz12 6%14%17%18%19%44%48% cz13 6%12%15%16%17%43%46% cz14 6%13%16%17%18%42%46% cz15 4%7%9%11%12%40%42% cz16 8%18%23%24%24%44%49% All-electric "HS" (HVAC+SHW)CZ All-electric Mixed Fuel All-electric EE Code Min EE EE + PV Code Min (PTHP) cz01 13%47%48%50%47% cz02 11%42%44%47%43% cz03 12%43%45%48%43% cz04 11%41%44%46%42% cz05 11%43%45%48%43% cz06 10%41%43%46%41% cz07 10%41%43%47%41% cz08 10%40%42%46%40% cz09 10%40%42%46%40% cz10 11%37%39%43%37% cz11 12%39%41%43%39% cz12 12%38%41%43%39% cz13 11%37%39%42%37% cz14 12%38%40%44%38% cz15 10%33%35%40%33% cz16 13%43%46%48%45% CZ All-electric Cost-effectiveness Analysis: Nonresidential New Construction 78 Energy Code Compliance Results and Reach Code Considerations localenergycodes.com California Energy Codes & Standards | A statewide utility program 2023-03-24 Get In Touch The adoption of reach codes can differentiate jurisdictions as efficiency leaders and help accelerate the adoption of new equipment, technologies, code compliance, and energy savings strategies. 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Visit LocalEnergyCodes.com to access our resources and sign up for newsletters Contact info@localenergycodes.com for no-charge assistance from expert Reach Code advisors Follow us on Twitter 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3207 Name: Status:Type:Consent Item Passed File created:In control:9/17/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Director of Airports, or designee, to execute a lease between the County, as Lessor, and Buchanan Fields Golf Club, LLC., as Tenant, for 11,097 square feet of land located at 2301 Meridian Park Blvd., Concord, for a two-year term at an initial monthly rent of $2,800 for the first year, with annual increases thereafter, and one five-year option to renew. (100% Airport Enterprise Fund) Attachments:1. Buchanan Golf_Coffee Kiosk Lease 2024_Final Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Greg Baer, Director of Airports Report Title:Approval and Authorization to Execute a Lease with Buchanan Fields Golf Club, LLC to operate a drive- through and walk-up coffee/espresso and food business located at 2301 Meridian Park Boulevard, Concord (District IV). ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Director of Airports, or designee, to execute a lease between the County, as Lessor, and Buchanan Fields Golf Club, LLC, as Tenant, for 11,097 square feet of land, including a 96 square foot structure located at 2301 Meridian Park Boulevard, Concord, for a two-year term, at an initial monthly rent of $2,800 beginning April 1, 2025, with annual increases thereafter, and one five-year option to renew. FISCAL IMPACT: Following the six-month construction period rent of $300 per month, ending on March 31, 2025, the Airport Enterprise Fund will receive annual lease revenues of $33,600. Annual lease increases of 2.8% are built into the lease, resulting in a maximum annual lease amount of $38,387 in year seven of the lease. Additionally, the County’s General Fund will realize an increase in sales tax and possessory interest taxes generated from this site during the duration of the lease. BACKGROUND: The property located at 2301 Meridian Park Boulevard is County owned property, managed by the Airports Division through its grant assurances with the Federal Aviation Administration. The site was previously developed and used as a drive-through coffee kiosk since the mid-1990’s. The site has been vacant for approximately four years, and for the past year Airports staff has been working with several interested parties to bring coffee and food back to the site. One of those potential lessors completed CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3207,Version:1 the land use permitting process with the County’s Department of Conservation and Development in November 2023. While the Airport was unable to agree on lease terms with that entity, the November 2023 permit will be exercised by the new lessor. To that end, the lease requires the lessee to reimburse the entity that applied for the permit for their costs and fees associated with the same. The proposed new lessor, Buchanan Fields Golf Club will integrate this site with their adjacent golf course business, not only to improve the aesthetics of the area, but also to create synergy between the two uses. The golf club’s ownership has also agreed to make their menu, branding, and marketing aviation themed. This approach is consistent with Airport Management’s initiative to cross-market and increase business activity for all commercial airport tenants. CONSEQUENCE OF NEGATIVE ACTION: The Airport Enterprise fund and General Fund would not realize the increase in revenue from the proposed commercial activity, and the site would remain vacant until another lessee is secured. CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ LEASE BETWEEN COUNTY OF CONTRA COSTA AND BUCHANNAN FIELDS GOLF CLUB LLC October 1, 2024 TABLE OF CONTENTS BUCHANNAN FIELDS GOLF CLUB LLC RECITALS 1 1. LEASE: 1 2. TERM: 2 3. HOLDING OVER: 2 4. RENT: 2 5. ADDITIONAL PAYMENT PROVISIONS: 3 6. LESSOR PROCESSING AND TRANSACTION FEES: 5 7. USE OF PREMISES: 5 8. CONDITION OF PREMISES: 5 9. ADVERTISING AND SIGNAGE: 5 10. UTILITY OBLIGATIONS: 6 11. ALTERATIONS AND ADDITIONS: 6 12. MAINTENANCE, REPAIR AND STORAGE: 6 13. LAWFUL CONDUCT: 8 14. WASTE, QUIET CONDUCT, NUISANCE, POLLUTION: 8 15. HAZARDOUS MATERIALS: 8 16. STORMWATER DISCHARGE: 10 17. NOISE ORDINANCE: 11 18. SECURITY: 11 19. HOLD HARMLESS AND INDEMNIFICATION: 11 20. INSURANCE: 11 21. TAXES: 12 22. INSPECTION, ACCESS AND NOTICE: 13 23. ASSIGNMENT AND ENCUMBRANCES: 13 24. SURRENDER OF POSSESSION: 14 25. DEFAULT: 15 26. LESSOR’S REMEDIES: 16 27. DESTRUCTION: 17 28. CONDEMNATION: 18 29. NON-DISCRIMINATION: 18 30. OPERATION OF AIRPORT BY LESSOR: 19 31. AIRPORT USE AND DEVELOPMENT: 19 32. DEVELOPMENT OF PREMISES: 20 33. INSTRUMENT OF TRANSFER: 21 34. CHOICE OF LAW: 21 35. NOTICES: 21 36. TIME IS OF THE ESSENCE: 21 37. BINDING ON SUCCESSORS: 21 38. INVALID PROVISIONS; SEVERABILITY: 22 39. ENTIRE AGREEMENT: 22 40. CUMULATIVE RIGHTS AND REMEDIES: 22 41. NO THIRD-PARTY BENEFICIARIES: 22 42. NO CONTINUING WAIVER: 22 43. COVENANT AGAINST LIENS: 22 44. HEADINGS AND CAPTIONS: 23 EXHIBIT A – Site Map 1 LEASE BETWEEN COUNTY OF CONTRA COSTA AND BUCHANNAN FIELDS GOLF CLUB, LLC This lease agreement is dated as of October 1, 2024, and is between the COUNTY OF CONTRA COSTA, a political subdivision of the State of California (“Lessor”), and BUCHANAN FIELDS GOLF CLUB LLC, a California limited liability company (“Tenant”). RECITALS A. Lessor owns and operates Buchanan Field, a public airport located at Concord, California (the “Airport”), as shown on the Airport Layout Plan, which plan is on file in the office of the Contra Costa County Director of Airports (the “Director of Airports”). B. Tenant desires to lease that certain real property consisting of approximately 11,097 square feet of land located at Buchanan Field Airport, commonly known as 2301 Meridian Park Boulevard, Concord, California, as depicted in Exhibit A (the “Premises”) for the purpose of operating an aviation themed drive-through and walk-up coffee/espresso and food business. C. Tenant also desires to maintain the landscaping within the area adjacent to the Premises and Concord Avenue that is marked “Non-Exclusive” on Exhibit A, which consists of approximately 3,833 square feet. D. The improvements within the Premises include, but are not limited to, a building that is approximately 8’ x 12’ in size, grading, paving, drainage, utilities, curbs, a trash enclosure, and landscaping (together, the “Improvements”). E. On November 6, 2023, the County, acting in its capacity as a regulatory agency, approved the application submitted as File# CDLP23-02033 by Gerardo Hernandez for permission to use the Premises for a drive through coffee and food business (the “Permit”). The cost of the Permit was $7,162.00 (the “Permit Fee”). The parties therefore agree as follows: AGREEMENT 1. LEASE: For and in consideration of the rent, fees, and faithful performance by Tenant of the terms and conditions and the mutual covenants hereof, Lessor hereby leases to Tenant, and Tenant hereby leases from Lessor, the Premises, subject to all easements and encumbrances of record. 2 2. TERM: The “Term” of this lease is comprised of an Initial Term and, at Tenant’s election, a Renewal Term, each as defined below. a. Initial Term. The “Initial Term” is two and a half years, commencing on October 1, 2024 (the “Commencement Date”) and ending March 30, 2027. b. Renewal Term. Tenant has one option to renew this lease for four and a half years, ending on September 30, 2031 (“Renewal Term”). The Renewal Term is based upon all the terms and conditions set forth in this lease. i. Tenant will provide the County with written notice of its election to renew the lease no later than 60 days prior to the expiration of the Term. ii. Upon the commencement of the Renewal Term, all references to the Term of this lease will be deemed to mean the Term as extended pursuant to this Section. 3. HOLDING OVER: In the event Tenant remains in possession of the Premises after the expiration of the Term, such holding over does not constitute a renewal or extension of this lease, but will be construed to be a tenancy from month to month on the same terms and conditions set forth in this lease. If Tenant fails to surrender the Premises to Lessor on expiration or within 30 days after cancellation or termination of this lease, Tenant shall defend, indemnify, and hold Lessor harmless from any and all claims, liability, costs, and damages resulting from Tenant’s failure to surrender the Premises, including, without limitation, claims made by a succeeding tenant or renter. 4. RENT: Tenant shall pay Construction Period Rent and Ground Rent (each as defined below), as applicable, to Lessor without offset or demand on or before the first day of each month. Rent for any partial month will be prorated at the rate of 1/30 of the applicable monthly rent per day. A. Construction Period Rent: Tenant shall pay Construction Period Rent during the Construction Period. The “Construction Period” is the period that begins October 1, 2024, and ends March 31, 2025. “Construction Period Rent” is equal to $300.00 per month. 3 B. Ground Rent: Beginning April 1, 2025, and continuing for the remainder of the Term, Tenant shall pay monthly rent in the amounts set forth below (such amounts, “Ground Rent”). INITIAL TERM Beginning Ground Rent April 1, 2025 $2,800.00 April 1, 2026 $2,875.60 RENEWAL TERM Beginning Ground Rent April 1, 2027 $2,953.24 April 1, 2028 $3,023.98 April 1, 2029 $3,114.87 April 1, 2030 $3,198.97 5. ADDITIONAL PAYMENT PROVISIONS: A. Land Use Permit Reimbursement. As consideration for this lease, Tenant shall transmit a check in the amount of $7,162.00 to Mr. Gerardo Hernandez as reimbursement for the Permit Fee. Tenant is to send the check to Mr. Hernandez within five days after the full execution of this lease. Tenant is to mail the check to Mr. Hernandez at 3648 Lolita Drive, Concord, CA 94519 and provide a copy of the check to the Director of Airports. Reimbursement of the Permit Fee in accordance with the paragraph constitutes 100% of any payment Tenant is required to make regarding the Permit pursuant to this lease. B. Late Rental Payments: In the event Tenant fails to pay Lessor any amount due under this lease within five days after such amount is due, Tenant shall pay to Lessor a late charge of $100 per occurrence (the “Late Charge”), plus interest on the unpaid balance at a rate of 1.5% per month, from the date the payment was due and payable until paid in full. Tenant shall pay all Late Charges as additional rent on or before the date the next installment of rent is due. Lessor and Tenant hereby agree that it is and will be impracticable and extremely difficult to ascertain and fix Lessor’s actual damage from any late payments and, thus, that Tenant shall pay as liquidated damages to Lessor the Late Charge specified in this Section, which is the result of the parties’ reasonable endeavor to estimate fair average compensation for the late payment (other than attorneys’ fees and costs). 4 Lessor’s acceptance of the Late Charge as liquidated damages does not constitute a waiver of Tenant’s default with respect to the overdue amount or prevent Lessor from exercising any of the rights and remedies available to Lessor under this lease. C. Form and Place of Payment: Tenant shall pay all rents and fees in cash or by personal check, certified check, or money order, payable to the County of Contra Costa, by delivering same on or before due date to the Director of Airports Office, 181 John Glenn Drive, Suite 100, Concord, California 94520, or at such other place as Lessor may designate from time to time. D. Returned Checks: If a check written by Tenant is returned for insufficient funds, Lessor may impose a reasonable service charge in addition to any Late Charge and in addition to any charges imposed by the bank. Lessor may require Tenant to pay rent by certified check or money order if Tenant’s bank or banks have returned one or more personal checks within the preceding 12-month period. E. Security Deposit: 1. Upon execution of this lease, Tenant will continue to maintain the sum of $5,000.00 in cash as security for the faithful performance of the terms, covenants, and conditions of this lease (the “Security Deposit”). 2. Upon the occurrence of a Default, as defined in Section 25, Lessor may in its sole discretion (but is not required to) apply the Security Deposit, or any portion of it, to any expense, loss or (i) any rent or other sum owed to Lessor, (ii) any amount that Lessor may spend or become obligated to spend in exercising Lessor’s rights under this lease, or (iii) damage sustained by Lessor resulting from Tenant’s Default. Upon demand by Lessor, Tenant shall immediately pay to Lessor a sum equal to that portion of the Security Deposit expended or applied by Lessor as provided in this subsection so as to maintain the Security Deposit at its original level. Upon the expiration or termination of this lease and (i) Tenant’s satisfaction of the conditions set forth in Section 8. Condition of Premises, and (ii) a final accounting by Lessor, any remaining Security Deposit balance shall be refunded to Tenant, without interest. Tenant waives the provisions of California Civil Code section 1950.7, and all other provisions of law in force or that become in force after the date of execution of this lease, that provide that Lessor may claim from a Security Deposit only those sums reasonably necessary to remedy defaults in the payment of Rent, to repair damage caused by Tenant or to clean the Premises. Lessor and Tenant agree that Lessor may, in addition, claim those sums reasonably necessary to compensate Lessor for any other foreseeable or unforeseeable loss or damage caused by the act or omission 5 of Tenant or Tenant’s officers, agents, employees, independent contractors or invitees. 6. LESSOR PROCESSING AND TRANSACTION FEES: In the event that Tenant requires or requests Lessor’s review, investigation, processing, recordation, or any other action in connection with any Tenant document, proposal or other matter that requires Lessor’s staff time and resources, other than time and resources of the Contra Costa County Airports Division (e.g., a proposed assignment or other transfer, or an estoppel certificate), Tenant shall pay Lessor a transaction fee of $2,500.00 plus all of Lessor’s costs, including, but not limited to, staff time at rates determined by the County Auditor for time spent in connection with processing Tenant’s request until the matter is complete (“Transaction Fee”). 7. USE OF PREMISES: Except as otherwise provided herein, the Premises may be used by Tenant only for the operation and maintenance of a drive-through or walk-up coffee/espresso and food business. A “coffee/espresso and food business,” for the purposes of this lease, is defined as a business that provides espresso, coffees, teas, and other beverages, assorted pastries, sandwiches, burritos, frozen yogurt, ice cream, and limited coffee-related gift items for sale to the public. Tenant may accommodate only drive-through, walk-up, or delivery customers. Customers are not to remain on the Premises for more than 15 minutes at one time. Tenant may not use the Premises for any other purpose without the Director of Airport’s express prior written consent. Any use of the premises other than as described herein without the Director of Airports’ prior written consent is a default of this lease. 8. CONDITION OF PREMISES: A. Commencement Date. Tenant is leasing the Premises in an “as is” physical condition with no warranty, express or implied, on the part of Lessor as to the condition of the Improvements, the condition of the soil or the geology of the soil. B. During Term. Tenant shall maintain the Premises in accordance with Section 12. Maintenance, Repair and Storage. 9. ADVERTISING AND SIGNAGE: Tenant, at Tenant’s sole cost and expense, may only erect and maintain on the Premises such sign or signs (“Signage”) of the type, style, size, design, and location permitted and approved in writing by the Director of Airports. All Signage must be consistent with the written sign policy of the Airport and in compliance with all applicable laws, rules, ordinances, and regulations and required approvals, authorizations, and permits, prior to erecting any Signage. Any on-site Signage must be prepared by a professional sign 6 company or advertising organization. County reserves the right to disapprove any of Tenant’s Signage and to require Tenant to remove any Signage. 10. UTILITY OBLIGATIONS: Tenant shall pay utility providers directly for all utilities used or consumed on the Premises by Tenant or its subtenants, including, but not limited to gas, water, electricity, garbage disposal, storm and sanitary sewer services, janitorial services, and telephone services. In the event Lessor, or any utility company, requires that any existing or new distribution system be installed underground, Tenant shall, at its own cost and expense, provide all necessary facility changes on the Premises, so as to receive such service. 11. ALTERATIONS AND ADDITIONS: Tenant shall not make any alterations, erect any additional structures, or make any improvements on the Premises without the prior written consent of the Director of Airports. In the event Tenant makes alterations or constructs additions that violate the conditions contained in this lease (an “Unauthorized Addition”), at the Director of Airports sole discretion, Tenant shall remove any Unauthorized Addition at Tenant’s sole cost and expense. If Tenant is required to remove any Unauthorized Addition, Tenant, at its sole cost and expense, shall restore the Premises to the conditions existing immediately prior to the existence of the Unauthorized Addition, or such other condition designated by Lessor in its election. If Tenant is not required to remove any Unauthorized Addition, such Unauthorized Additions shall remain on and be surrendered with the Premises on expiration or termination of this lease. If Tenant wishes to make any alterations, erect any additional structures, or make any additional improvements to the Premises as provided in this Section, Tenant may not commence construction until Tenant has the prior written consent of the Director of Airports. In addition, Tenant shall cause a Notice of Lessor Non-Responsibility to be posted and recorded during construction in accordance with Civil Code Sections 3094 and 3129. Tenant shall mail a copy of the Notice of Lessor Non-Responsibility to the Director of Airports upon filing it with the County Recorder. 12. MAINTENANCE, REPAIR AND STORAGE: A. Tenant shall, at its sole cost and expense throughout the Term of this lease, maintain the Premises and the Improvements in a first-class condition. Maintenance of the Improvements includes exterior painting and roof repairs. Grounds maintenance includes crack sealing and other infrastructure repairs. All maintenance, repairs, and replacements shall be of a quality substantially equal to the original material and workmanship. The Director of Airports, or his or her designee, is the sole judge of the quality of maintenance. 7 Any changes in exterior paint colors shall be subject to the prior written approval of the Director of Airports. Tenant shall maintain all painted exterior surfaces and surfaces requiring treatment of any kind in first-class condition and repaint or treat as often as reasonably required in the sole discretion of Airport, in order to preserve the structure and to maintain high standards of appearance at the Airport. Upon written notice by Airport, Tenant shall perform whatever reasonable maintenance Airport deems necessary. If the maintenance is not undertaken by Tenant within 30 days after receipt of written notice, Lessor may enter upon the Premises and perform such necessary maintenance, and Tenant shall reimburse Lessor for the cost of performing the maintenance as additional rent, without offset, upon Tenant’s receipt of Airport’s request for reimbursement. B. Tenant shall, at its sole cost and expense during the Construction Period, complete the following improvements or repairs to the satisfaction of the Director of Airports: i. Premises Cleanup. 1. Remove trash and debris. 2. Trim existing vegetation to allow for at least three feet of clearance between the ground and vegetation canopy. ii. Install minor landscaping within the Premises and the Non-Exclusive Area. iii. Complete building improvements/repairs to facilitate approved use. iv. Replace on-site lighting by installing LED bulbs or fixtures. v. Re-stripe pavement markings for parking stalls and drive-thru traffic. C. Tenant may not store, or permit others to store, any materials, supplies, products, equipment, or other personal property on the Premises other than inside Airport approved buildings or structures without the prior written consent of the Director of Airports. Tenant shall store personal property items, supplies, materials and combustibles, authorized by the Director of Airports or by this lease inside the building in a safe, neat and sanitary manner. D. Tenant shall provide or cause to be provided adequate enclosures, screened areas and/or suitable covered metal receptacles within the Premises for the short-term accumulation and storage of solid waste, such as rubbish, trash, and garbage. Such enclosures and/or screened areas shall be designed in such a way as to prevent, to the extent possible, odors, fumes, attraction of pests and dispersal of wastes due to 8 wind or water runoff and shall be serviced regularly by qualified waste removal and disposal services. E. Tenant shall obtain a building permit from the County’s Department of Conservation and Development for any work requiring a permit under the California Building Code. 13. LAWFUL CONDUCT: Tenant shall obey and observe, and shall ensure that all persons entering upon the Premises obey and observe all the terms and conditions of this lease and all statutes, ordinances, resolutions, regulations, orders, and policies now in existence or adopted from time to time by the United States (including, but not limited to, the Federal Aviation Administration), the State of California, the County of Contra Costa, the Central Contra Costa Sanitary District, the San Francisco Bay Regional Water Quality Control Board, and any other government agencies with jurisdiction over the Airport (collectively, the “Applicable Laws”) including, but not limited to, Applicable Laws concerning health, safety, fire, accessibility, police, and the environment. Tenant shall pay all fines and penalties levied against it by any government agency for Tenant’s violation of any Applicable Law associated with activities on the Premises. 14. WASTE, QUIET CONDUCT, NUISANCE, POLLUTION: A. Tenant shall not commit, or suffer to be committed, any waste upon the Premises or any nuisance or other act or thing that may disturb the quiet enjoyment of the use of Buchanan Field Airport or surrounding property. B. Tenant shall provide, as necessary, a separate drainage, collection, and/or separation system to ensure that no untreated liquid waste from any type of operation, not permitted to be discharged directly into the storm drainage or sanitary system, will enter the Airport storm drainage or sanitary system. C. Tenant shall not permit any activity on the Premises that directly or indirectly produces unlawful or excessive amounts or levels of air pollution, (e.g., gases, particulate matter, odors, fumes, smoke, dust), water pollution, noise, glare, heat emissions, trash or refuse accumulation, electronic or radio interference with navigational and communication facilities used in the operation of the Airport or by aircraft, or any other activity that is hazardous or dangerous by reason or risk of explosion, fire, or harmful emissions. 15. HAZARDOUS MATERIALS: A. Definition of Hazardous Materials: As used in this lease, the term “Hazardous Materials” means any hazardous or toxic substance, hazardous or radioactive material, or hazardous waste, pollutant or contaminant at any concentration that is 9 or becomes regulated by the United States, the State of California, or any local government authority having jurisdiction over the Premises. Hazardous Materials include, but are not limited to, the following: (1) any “hazardous waste,” “extremely hazardous waste,” or “restricted hazardous waste,” as defined in Sections 25115, 25117 or 25122.7, or listed pursuant to Section 25140 of the California Health & Safety Code, Division 20, Chapter 6.5 (Hazardous Waste Control Law); (2) any “hazardous substance” as that term is defined in Section 25316 of the California Health & Safety Code, Division 20, Chapter 6.8 (Carpenter-Presley-Tanner Hazardous Substance Account Act), (3) any material or substance listed as a chemical known to cause cancer or reproductive toxicity pursuant to Section 6380 of the California Labor Code, Division 5, Part 1, Chapter 2.5 (Hazardous Substances Information and Training Act); (4) any “hazardous waste” as that term is defined in the Resource Conservation and Recovery Act, 42 U.S.C. Section 6901 et seq. (42 U.S.C. Section 6903); (5) any “hazardous substance” as that term is defined in the Comprehensive Environmental Response, Compensation, and Liability Act of 1980, 42 U.S.C. Section 9601 et seq. (42 U.S.C. Section 9601); (6) any pollutant, contaminant, or hazardous, dangerous, or toxic chemical, material, or substance, within the meaning of any other applicable federal, state, or local statute, ordinance, resolution, regulation, order, policy, or requirement, including consent decrees and administrative orders imposing liability or standards of conduct concerning any hazardous, dangerous, or toxic waste, substance, or material, now or hereafter in effect; (7) any petroleum product; (8) any radioactive material, including any “source materials”, “special nuclear materials”, or “byproduct material” as defined in 42 U.S.C. Section 2011 et seq.; (9) any asbestos in any form or condition; and (10) any polychlorinated biphenyls (PCBs) and any substances or any compounds containing PCBs. B. Use of Hazardous Materials: Tenant shall not cause or permit any Hazardous Materials, to be generated, brought onto, stored, used, emitted, released, discharged or disposed of in, on, under, or about the Premises by Tenant or its officers, employees, agents, contractors, renters, guests or invitees, except for limited quantities of (1) standard office and janitorial supplies containing chemicals categorized as Hazardous Materials; or (2) such other Hazardous Materials as are approved in advance in writing by Lessor. During the term of this lease, Tenant shall strictly comply with all applicable laws, statutes, ordinances, regulations, orders, etc., in effect that relate to public health and safety and protection of the environment including, but not limited to those identified in this Section (“Environmental Laws”). C. Notification to the Director of Airports: If, during term of this lease, Tenant becomes aware of (a) any actual or threatened release of any Hazardous Materials on, under, or about the Premises; or (b) any inquiry, investigation, proceeding, or claim by any government agency or other person regarding the presence of Hazardous Materials on, under, or about the Premises, Tenant shall (1) immediately provide verbal notification to the Director of Airports and (2) 10 provide written notification of such release or investigation to the Director of Airports within twenty-four (24) hours after learning of it. In the event Tenant receives any claims, notices of violation, reports, or other writing concerning the aforementioned release or investigation, Tenant shall furnish copies of all such materials to Lessor no later than the business day following Tenant’s receipt thereof. Notification to the Director of Airports under this Section does not relieve Tenant of any obligation to notify any governmental agency under any Applicable Law. D. Indemnification: Tenant shall, at Tenant’s sole expense and with legal counsel reasonably acceptable to Lessor, indemnify, protect, defend, and hold harmless Lessor and Lessor’s officers, employees, agents, and contractors from and against any and all demands, losses, claims costs, suits liability and expenses including without limitation, attorney’s fees and consultant fees arising out of or relating to the violation of any Environmental Laws or the use, handling, generation, emission, release, discharge, storage or disposal of any Hazardous Materials by Tenant or Tenant’s officers, employees, agents, contractors, renters, guests or invitees. This indemnification applies whether or not the concentration of such Hazardous Materials exceed state or federal maximum contaminant or action levels or whether any government agency has issued a cleanup order. Losses, claims, costs, suits, liability, and expenses covered by this indemnification provision include, but are not limited to: (1) losses attributable to diminution in the value of the Premises; (2) loss or restriction of use of rentable space on the Premises; (3) adverse effect on the marketing of any rental space on the Premises; and (4) penalties and fines levied by, and remedial or enforcement actions of any kind issued by any regulatory agency (including but not limited to the costs of any required testing, remediation, repair, removal, cleanup or detoxification of the Premises and surrounding properties). This indemnification clause shall survive any expiration or termination of this lease. 16. STORMWATER DISCHARGE: Lessor has applied for and received a National Pollutant Discharge Elimination Permit (“NPDEP”) under the Federal Clean Water Act, which covers Tenant’s operations on the Premises. Tenant shall ensure that no pollution or Hazardous Materials of any type is discharged into the storm water system at the Airport, and shall comply with the NPDEP in all respects and is responsible for any such discharge by Tenant or by any of Tenant’s officers, employees, agents, contractors, renters, guests or invitees during the entire term of this lease. Any fine or cost of remedial action required of Lessor, by any agency or agencies having jurisdiction thereover, as a result of actions on or discharges from the Premises, will be charged to Tenant, and Tenant shall immediately reimburse Lessor for such costs upon demand. In addition, any discharge of pollutants or Hazardous Materials, as defined herein, on or from the Premises is a Default of this lease and is grounds for its termination. 11 Tenant shall observe and obey all policies, rules, and regulations promulgated and enforced by Lessor and any other governmental entity having jurisdiction over the Airport. 17. NOISE ORDINANCE: Tenant shall comply with Contra Costa County Ordinances 87-8 and 88-82, as amended, or any other rules or ordinances relating to noise standards at the Airport, as may be approved from time to time by the Contra Costa County Board of Supervisors. 18. SECURITY: Lessor has no obligation to provide security to the Premises. 19. HOLD HARMLESS AND INDEMNIFICATION: Tenant shall defend, hold harmless, and indemnify the Indemnitees (as defined below) from the Liabilities as defined in this Section 19. A. “Indemnitees” means Lessor, its governing body, elective and appointive boards, commissions, officers, employees, representatives and agents. B. “Liabilities” means any liability or claim for damage of any kind allegedly suffered, incurred or threatened because of an Act (as such term is defined below) and such liabilities include, but are not limited to personal injury, death, property damage, inverse condemnation claims of third parties or any combination of these, and including the defense of any suits or actions at law or equity concerning these. C. An “Act” means any act, intentional or negligent, and any omission, of Tenant, its agents, subtenants, representatives, invitees, or contractors in connection with the occupancy and use of the Premises by Tenant, its shareholders, or any subtenant, renter or assignee. D. The promise and agreement in this Section 19 are not conditioned or dependent on whether Tenant or Lessor has prepared, supplied, or approved any plans or specifications in connection with work performed pursuant to Section 11 or 12 or has insurance or other indemnification covering any of these matters. This indemnification clause shall survive any expiration or termination of this lease. 20. INSURANCE: Tenant shall procure and maintain, at its own cost and expense, at all times during the term of this lease, the following policies issued by insurance companies authorized to do 12 business in California, with a financial rating of at least an A + 3A status (unless otherwise stated below) as rated in the most recent edition of Best’s Insurance Reports: A. Commercial General Liability and Property Damage: Tenant shall obtain and maintain, owner, landlord, and tenant Commercial General Liability Insurance covering and insuring all parties hereto (including naming Contra Costa County and its officers, agents, and employees as additional insureds under the policy or policies) with a minimum combined single limit coverage of $1,000,000 for all damages due to bodily injury, sickness or disease, or death to any person and damage to property, including the loss of use thereof, arising out of each accident or occurrence arising out of ownership, maintenance, or use of the Premises and all operations necessary or incidental thereto. B. Fire Insurance: Tenant shall insure for fire and extended coverage risks all personal property, improvements, and alterations in, on, or about the Premises. Such insurance shall be in an amount equal to 100% of insurable, full replacement value of any Improvements located thereon, and shall include vandalism and malicious mischief endorsements. C. Worker’s Compensation: Tenant shall obtain workers’ compensation insurance as required by law, covering all employees of Tenant, and such insurance shall be kept in force during the entire term of this lease. D. Form of Policies: Lessor shall cause policies of insurance required by this Section to be in a standard form and written by qualified insurance companies that are satisfactory to Lessor. Tenant shall provide evidence of insurance to Lessor in the form of (i) copy of the policies, (ii) a duly executed certificate of insurance. The policy or policies or certificates must contain a provision that written notice of policy lapses, cancellation or any changes thereto will be delivered to Lessor no fewer than 30 days in advance of their effective date. E. Notice: Tenant shall give Lessor prompt and timely notice of any claim made or suit instituted of which it has knowledge and which could in any way directly, contingently or otherwise, affect either Tenant or Lessor or both, and both Tenant and Lessor have the right to participate in the defense of such claim or suit to the extent of its respective interest. 21. TAXES: Tenant agrees to pay before delinquency all taxes (including, but not limited to, possessory interest tax), assessments, license fees, and other charges that are levied and assessed upon Tenant’s interest in the Premises, or upon Tenant’s personal property installed or located in or on the Premises, by Contra Costa County or other legally authorized governmental authority. Tenant may pay any taxes and assessments under protest, without liability, cost or expense to the Lessor, to contest the amount in good faith. 13 22. INSPECTION, ACCESS AND NOTICE: Upon 24 hours written notice to Tenant, Lessor and its agents have the right to enter and inspect the Premises and any and every building, structure, or improvement thereon. Lessor also has the right to serve or to post and to keep posted on the Premises, or on any part thereof, any notice permitted by law or this lease, including but not limited to a notice pursuant to Section 3094 of the Civil Code. Lessor is not liable in any manner for any inconvenience, disturbance, loss of business, or other damage arising out of Lessor’s entry on the Premises as allowed in this Section. Lessor shall conduct its activities as allowed in this Section in a manner that will cause the least possible inconvenience, annoyance, or disturbance to Tenant, and shall not materially interfere with access to or use of the Premises. 23. ASSIGNMENT AND ENCUMBRANCES: Tenant may not voluntarily sell, assign, transfer or encumber (each, a “Transfer”), its interest in this lease or in the Premises, or allow any other person or entity (except Tenant’s authorized representatives) to occupy or use all or any part of the Premises, without first obtaining Lessor’s written consent. Lessor has the right to require additional financial and other information from the proposed assignee, purchaser, transferee or other encumbering party (each, a “Transferee”), to make its decision, and Tenant agrees to assist Lessor in receiving such information from any proposed Transferee. Any Transfer without Lessor’s prior written consent is voidable and, at Lessor’s election, constitutes a Default. Any consent to a Transfer does not constitute a further waiver of the provisions of this Section. If Tenant is a corporation or a limited liability company, any (i) dissolution, merger, consolidation, or other reorganization of Tenant, or (ii) the sale or other transfer of a controlling percentage of the capital stock or membership interests, as the case may be, of Tenant, or (iii) the sale of 50% of the value of the assets of Tenant, shall be deemed a voluntary assignment. The phrase “controlling percentage” means (a) in the case of a corporation, the ownership of, and the right to vote, stock possessing more than 50% of the total combined voting power of all classes of Tenant’s capital stock issued, outstanding, and entitled to vote for the election of directors or (b) in the case of a limited liability company, ownership of, and the right to vote membership interests possessing more than 50% of the total combined voting interests of Tenant. If Tenant is in default of monetary obligations to Lessor pursuant to this lease, Tenant immediately and irrevocably assigns to Lessor, as security for Tenant’s monetary obligations under this lease, all rent from any subletting of all or part of the Premises as permitted by this lease, or a receiver for Tenant appointed on Lessor’s application, may collect such rent and apply it toward Tenant’s obligations under this lease. 14 24. SURRENDER OF POSSESSION: A. Improvements. Upon expiration, cancellation or other earlier termination of this lease, except as otherwise provided herein, title to all Improvements including all alterations or additions (including Unauthorized Additions) thereto, will automatically vest in Lessor and will remain on and will be surrendered with the Premises. If Lessor does not desire title to any portion of the Improvements, Lessor shall notify Tenant in writing as soon as practicable of the Improvements to be removed by Tenant (the “Excluded Improvements”). Tenant shall remove the Excluded Improvements, whether above or below ground, within 30 days following the expiration, cancellation or earlier termination of this lease. If Tenant fails to remove the Excluded Improvements, Lessor may remove them at Tenant’s expense, and, upon written demand by Lessor, Tenant shall immediately reimburse Lessor, in full, for all of the costs and expenses incurred by Lessor in removing such Improvements. Upon expiration, cancellation, or termination of this lease, Tenant shall surrender to Lessor the Premises and all improvements, including alterations and additions, in good condition (ordinary wear and tear and destruction to the Premises covered by Section 27. Destruction, excepted), provided, however, if Tenant is required to remove Excluded Improvements, Tenant shall surrender that portion of the Premises where the Excluded Improvements are located within 30 days after the expiration, cancellation, or termination of this lease in good condition (ordinary wear and tear and destruction to such Premises covered by Section 27. Destruction, excepted). If Tenant fails to surrender the Premises to Lessor on expiration, cancellation, or termination of this lease, Tenant shall defend, indemnify, and hold Lessor harmless from any and all claims, liability, costs, and damages resulting from Tenant’s failure to surrender the Premises, including, without limitation, claims made by a succeeding tenant or renter. B. Personal Property. Title to personal property belonging to Tenant, or Subtenant (for purposes of this Section, each, an “Owner”) will remain in the Owner all times during the Term of this lease, and the Owner has the right at any time to remove any or all of its personal property from the Premises, provided that upon any such removal, Owner shall repair, at Owner’s expense, any damage resulting therefrom and leave the Premises in a clean and neat condition. If Owner fails to remove any personal property from the Premises within 30 days after the expiration, cancellation, or termination of this lease, such personal property may be removed by Lessor at Tenant’s expense, by charging such expense to the Security Deposit, as provided in Section 5. Additional Payment 15 Provisions. If Lessor’s cost to remove personal property from the Premises exceeds the amount of the Security Deposit, then Tenant shall reimburse Lessor the difference between Lessor’s cost and the amount of the Security Deposit, immediately upon receipt of Lessor’s written demand therefor. C. Effectiveness. The provisions of this Section 24 will survive the expiration, cancellation or earlier termination of this lease. 25. DEFAULT: The occurrence of any of the following is a “Default” by Tenant: A. Tenant’s failure to pay when due any rent required to be paid under this lease if the failure continues for three days after written notice of the failure from Lessor to Tenant. B. Tenant’s failure to provide evidence of insurance as required under Section 20 (Insurance) if the failure continues for three days after written notice of the failure from Lessor to Tenant. C. Tenant’s failure to undertake such maintenance of the Premises as is determined to be reasonable by the Director of Airports, in his sole discretion, if the failure continues for 30 days after notice has been given to Tenant. D. Tenant’s failure to cure a safety hazard immediately upon notice from Lessor to do so. If, in the sole discretion of the Director of Airports, the required cure of the noticed safety hazard cannot be completed within 24 hours, Tenant’s failure to perform will constitute a default under the lease unless Tenant undertakes to cure the failure within 24 hours and diligently and continuously proceeds to complete the cure as soon as reasonably possible. E. Tenant’s failure to provide any instrument or assurance or estopple certificate required by this lease if the failure continues for five days after written notice of the failure from Lessor to Tenant. F. Tenant’s failure to perform any other obligation under this lease if the failure continues for 30 days after written notice of the failure from Lessor to Tenant. If, in the sole discretion of the Director of Airports, the required cure of the noticed default cannot be completed within 30 days Tenant shall not be in Default of this lease if Tenant commences to cure the Default within the 30-day period and diligently and in good faith continues to cure the Default to completion. G. The committing of waste on the Premises. 16 H. Tenant’s failure to comply with any of the provision of Section 29, Non- Discrimination. I. Tenant’s failure to occupy the Premises for 30 consecutive days, which will be deemed abandonment. J. To the extent permitted by law: a. A general assignment by Tenant or any guarantor of the lease for the benefit of creditors. b. The filing by or against Tenant or any guarantor, of any proceeding under an insolvency or bankruptcy law, unless (in the case of an involuntary proceeding) the proceeding is dismissed within 60 days. c. The appointment of a trustee or receiver to take possession of all or substantially all of the assets of Tenant or any guarantor, unless possession is unconditionally restored to Tenant or that guarantor within 30 days and the trusteeship or receivership is dissolved. d. Any execution or other judicially authorized seizure of all or substantially all of the assets of Tenant located on the Premises, or of Tenant’s interest in this lease, unless that seizure is discharged within 30 days. When this lease requires service of notice, that notice shall replace rather than supplement any equivalent or similar statutory notice, including any notices required by Code of Civil Procedure section 1151 or any similar or successor statute. When a statute requires service of a notice in a particular manner, service of that notice (or similar notice required by this lease) in the manner required by Section 35, Notices, will replace and satisfy the statuary service-of-notice procedures, including those required by Code of Civil Procedure section 1162 or any similar or successor statute. 26. LESSOR’S REMEDIES: Lessor has the following remedies upon the occurrence of a Default. These remedies are not exclusive; they are cumulative and in addition to any remedies now or later allowed by law. A. Lessor may terminate this lease and Tenant’s right to possession of the Premises at any time. No act by Lessor other than giving written notice to Tenant shall terminate this lease. Lessor’s acts of maintenance, efforts to re-let the Premises, or the appointment of a receiver on Lessor’s initiative to protect Lessor’s interest under this lease do not constitute a termination of Tenant’s right to possession. Upon termination of this lease, Lessor has the right to recover from Tenant: 17 (1) The worth, at the time of the award, of the unpaid rent and fees that had been earned at the time of the termination of this lease; (2) The worth, at the time of the award, of the amount by which the unpaid rent and fees that would have been earned after the date of termination of this lease until the time of award exceeds the amount of the loss of rent and fees that Tenant proves could have been reasonably avoided; (3) The worth, at the time of the award, of the amount by which the unpaid rent for the balance of the term after the time of award exceeds the amount of the loss of rent and fees that Tenant proves could have been reasonably avoided; and (4) Any other amount, and court costs, necessary to compensate Lessor for all detriment proximately caused by Tenant’s Default. “The worth, at the time of the award,” as used in (1) and (2) of this Section, is to be computed by allowing interest at the rate of 10% per annum or the maximum rate permitted by law, whichever is less. “The worth, at the time of the award,” as used in Paragraph 3 of this Section, is to be computed by discounting the amount at the discount rate of the Federal Reserve Bank of San Francisco at the time of the award, plus 1%. B. Lessor, at any time after the occurrence of a Default, can cure the Default at Tenant’s cost, provided Lessor has given Tenant 30 days written notice and (i) Tenant has failed to cure such Default within such 30 days or, (ii) if the Default is of such a nature that it cannot be cured within such 30-day period, Tenant fails to pursue such cure diligently to completion. If Lessor at any time, by reason of Tenant’s Default, pays any sum to cure the Default or does any act that requires the payment of any sum, the sum paid by Lessor shall be due from Tenant to Lessor within 30 days from the time the sum is paid, upon written notice given by Lessor to Tenant, and if paid by Tenant at a later date, shall bear interest at the rate of 10% per annum or the maximum rate permitted by law, whichever is less, from the date the sum is paid by Lessor until Lessor is completely reimbursed by Tenant. Such sum, together with interest accrued thereon shall be paid by Tenant as additional rent. 27. DESTRUCTION: In the event of damage to or destruction of any Improvement, Tenant shall repair, replace or rebuild the Improvements so they are in substantially the same condition as they were in immediately before such damage or destruction. Tenant will have 90 days to commence repair or restoration of the Improvement, and shall diligently pursue the completion of the repair or restoration. The total destruction of the Improvement will terminate this lease. 18 28. CONDEMNATION: A. If the whole or any part of the Premises is taken for any public or quasi-public use under any actions or by any statute or by right of eminent domain, or by a conveyance in lieu thereof, then this lease will automatically terminate as to the portion taken. If only a part of the Premises is so taken and, in the discretion of the Lessor, the balance of the Premises is unusable or unsuitable for the intended purpose of this lease, then Lessor, at its sole option and in its sole discretion, has the right to terminate this lease in its entirety on 120 days’ notice to Tenant. If only a part of the Premises is so taken and the Tenant, in the exercise of reasonable discretion, determines that the balance of the Premises is unusable or unsuitable for the Tenant’s purposes hereunder, then Tenant has the right to terminate this lease in its entirety on 30 days’ notice to Lessor. B. In the event of a taking of a portion of the Premises under the power of eminent domain that does not result in a termination of this lease, Tenant shall continue to pay rent hereunder without reduction and the lease will continue in full force and effect as to the part not taken. In the event this lease is terminated in its entirety as the result of condemnation, Tenant shall pay all rent provided for in this lease through the date of termination. In no event will Tenant have a claim against Lessor for the value of the unexpired Term of this lease or for any other loss or damage arising or resulting from the termination or partial termination of this lease. In the event that all or any part of the Premises is taken by eminent domain or conveyed in lieu thereof, both parties have the right to pursue a condemnation award against the condemning agency. Tenant is entitled to any award for lost business, moving expenses and the depreciated value of any fixtures or property improvements installed, and not removed by Tenant. Lessor is entitled to all other amounts awarded, including, but not limited to, all amounts awarded for land value. No claim made by or payments to the Tenant will diminish or otherwise adversely affect the Lessor’s award. Provided the Lessor is not the condemning agency, Tenant shall not have and shall not claim against Lessor for any loss, damage or other matter arising out of a condemnation. 29. NON-DISCRIMINATION: A. Tenant assures that it will undertake an affirmative action program as such term is defined and required by 14 CFR Part 152, Sub-part E (“Sub-part E”) to ensure that no person is excluded from participating in any employment activities covered by Sub-part E on the grounds of race, creed, color, national origin, or sex. Tenant assures that no person shall be excluded on these grounds from participating in or receiving the services or benefits of any program or activity covered by Sub-part E. Tenant assures that it will require that its covered suborganizations provide assurances to Tenant that they similarly will undertake 19 affirmative action programs, and that they will require assurances from their suborganizations, as required by Sub-part E, undertake to the same effort. B. In the event of a breach of the above non-discrimination covenants, Lessor has the right to terminate this lease and to re-enter and repossess the Premises and the facilities thereon. This provision does not become effective until the procedures of Title 49, CFR Part 21 are followed and completed, including the expiration of any appeal rights. C. Tenant shall furnish its accommodations and/or services on a fair, equal, and not unjustly discriminatory basis to all users thereof and it shall charge fair, reasonable, and not unjustly discriminatory prices for each unit or service, provided that Tenant may be allowed to make reasonable and nondiscriminatory discounts, rebates, or other similar types of price reductions to volume purchasers. D. Noncompliance with Subsection C. above constitutes a material breach thereof and, in the event of such noncompliance, Lessor has the right to terminate this lease without liability therefore or, at the election of Lessor or the United States, either or both governments shall have the right to judicially enforce the provisions of Subsection C. E. Tenant agrees that it shall insert the above four paragraphs in any sublease agreement by which Tenant grants a right or privilege to any person, firm, or corporation to render accommodations and/or services to the public on the Premises. 30. OPERATION OF AIRPORT BY LESSOR: A. Aviation Hazards: Lessor shall take any action it considers necessary to protect the aerial approaches of the Airport against obstructions, including preventing Tenant from erecting, any building or other structure on the Premises which, in the opinion of the Lessor or the Federal Aviation Administration, would limit the usefulness of the Airport or constitute a hazard to aircraft. B. Navigational Aids: Lessor reserves the right during the term of this lease or any renewal and/or extension or holdover period thereof to install air navigational aids including lighting, in, on, over, under, and across the Premises. In the exercise of any of the rights hereof, Lessor agrees to give Tenant no less than 90 days written notice of its intention to install such air navigational aids and to use its best efforts to minimize interference with Tenant’s use of the Premises. 31. AIRPORT USE AND DEVELOPMENT: A. This lease is subordinate to the provisions and requirements of any existing or future agreement between Lessor and the United States, including but not limited 20 B. to the Federal Aviation Administration, relative to the development, operation, and maintenance of the Airport. B. There is hereby reserved to Lessor, its successors and assigns, for the use and benefit of the public, a right of flight for the passage of aircraft in the airspace above the surface of the Premises. This public right of flight includes the right to cause in said airspace any noise inherent in the operation of any aircraft used for navigation or flight through said airspace or landing at, taking off from, or operation at the Airport. 32. DEVELOPMENT OF PREMISES: A. Tenant shall comply with the notification and review requirements covered by 14 CFR Part 77 of the Federal Aviation Regulations in connection with any construction, modification or alteration of any present or future building or structure situated on the Premises. B. Tenant shall not erect nor permit the erection of any structure or object, or permit the growth of any tree on the Premises to exceed the established height contours. In the event the aforesaid covenants are breached, Lessor reserves the right to enter upon the Premises and to remove the offending structure or object and cut the offending tree, all of which shall be at Tenant’s sole cost and expense. C. Tenant shall not make use of or develop the Premises in any manner that might interfere with the landing and taking off of aircraft from the Airport or otherwise constitute a hazard. In the event the aforesaid covenant is breached, Lessor reserves the right to enter upon the Premises and cause the abatement of such interference at the sole cost and expense of Tenant. D. Nothing herein shall be construed to grant or authorize the granting of an exclusive right within the meaning of Section 308a of the Federal Aviation Act of 1958 (49 U.S.C. § 40103) or to consent to future construction, modification or alteration. E. This lease and all of its provisions are subject to whatever right the United States Government now has or in the future may have or acquire, affecting the control, operation, regulation, and taking over of the Airport by the United States during a time of war or national emergency. In the event the United States Government acquires or takes over the Airport during a time of war or national emergency, rent shall be abated in proportion to that portion of the Premises unavailable for Tenant’s use for the period of such acquisition or control by the United States Government. 21 33. INSTRUMENT OF TRANSFER: This lease is subordinate and subject to the provisions and requirements of the Instrument of Transfer by and between the United States and Lessor dated the 9th day of October, 1947, and recorded in Book 1137, at page 114 of the Official Records of the County of Contra Costa, State of California. 34. CHOICE OF LAW: This lease is governed by the laws of the State of California, with venue in the Superior Court of Contra Costa County, California. 35. NOTICES: Any and all notices to be given under this lease may be served by enclosing same in a sealed envelope addressed to the party intended to receive the same, at its address set forth herein, and deposited in the United States Post Office as certified mail with postage prepaid. When so given, such notice will be effective from the date of its mailing. Unless otherwise provided in writing by the parties hereto, the address of Lessor, and the proper party to receive any such notices on its behalf, is: Director of Airports Contra Costa County Airports 181 John Glenn Drive, Suite 100 Concord, CA 94520-5550 and the address of Tenant is: Buchanan Fields Golf Club, LLC 1091 Concord Avenue Concord, CA 94520 Attn: Robett Hollis 36. TIME IS OF THE ESSENCE: Time is of the essence for each provision of this lease. 37. BINDING ON SUCCESSORS: The covenants and conditions herein contained, subject to the provisions as to assignment, apply to and bind the heirs, successors, executors, administrators and assigns of all of the parties hereto. 22 38. INVALID PROVISIONS; SEVERABILITY: It is expressly understood and agreed by and between the parties hereto that in the event any covenant, condition or provision contained herein is held to be invalid by a court of competent jurisdiction, such invalidity does not invalidate any other covenant, condition or provision of this lease, provided, however, that the invalidity of any such covenant, condition or provision does not materially prejudice either Lessor or Tenant in their respective rights and obligations contained in the valid covenants, conditions and provisions of this lease. 39. ENTIRE AGREEMENT: This lease and all exhibits referred to in this lease constitute the entire agreement between the parties relating to the rights herein granted and the obligations herein assumed and supersedes all prior or contemporaneous understandings or agreements of the parties. No alterations or variations of this lease are valid unless in writing and signed by Lessor and Tenant. 40. CUMULATIVE RIGHTS AND REMEDIES: The rights and remedies with respect to any of the terms and conditions of this lease are cumulative and not exclusive and are in addition to all other rights and remedies at law or in equity. Each right or remedy shall be construed to give it the fullest effect allowed in law. 41. NO THIRD-PARTY BENEFICIARIES: Nothing in this Agreement, express or implied, is intended to confer on any person, other than Lessor and Tenant, and their respective successors-in-interest, any rights or remedies under or by reason of this lease. 42. NO CONTINUING WAIVER: The waiver by Lessor of any breach of any of the terms or conditions of this lease does not constitute a continuing waiver or a waiver of any subsequent breach of the same or of any other terms or conditions of this lease. The receipt by Lessor of any rent with knowledge of the breach of any term or condition of this lease shall not be deemed to be a waiver by Lessor, unless such waiver is specifically expressed in writing by the Director of Airports. No payment by Tenant or receipt by Lessor of a lesser amount than specified in this lease shall be deemed to be other than a payment on account of such rent and shall not be deemed a waiver of notice of termination and of forfeiture of this lease. 43. COVENANT AGAINST LIENS: Neither Tenant nor Lessor shall permit any mechanic’s, materialman’s, or other lien against the Premises, or the property of which the Premises forms a part, in connection 23 with any labor, materials, or services furnished or claimed to have been furnished. If any such lien is filed against the Premises, or property of which the Premises forms a part, the party charged with causing the lien will cause the same to be discharged, provided however, that either party may contest any such lien, so long as the enforcement thereof is stayed. 44. HEADINGS AND CAPTIONS: The section headings and captions of this lease are, and the arrangement of this instrument is, for the sole convenience of the parties to this lease. The section headings, captions, and arrangement of this instrument do not in any way affect, limit, amplify or modify the terms and provisions of this lease. The lease is not to be construed as if it had been prepared by one of the parties, but rather as if both parties have prepared it. The parties to this lease and their counsel have read and reviewed this lease and agree that any rule of construction to the effect that ambiguities are to be resolved against the drafting party does not apply to the interpretation of this lease. The parties are signing this lease as of the date stated in the introductory clause. LESSOR TENANT CONTRA COSTA COUNTY, a political Buchanan Fields Golf Club LLC, a Subdivision of the State of California California limited liability company By By Greg Baer Robett Hollis Director of Airports Manager APPROVED AS TO FORM: Thomas L. Geiger, County Counsel By Kathleen Andrus, Deputy County Counsel Signature Page to Lease dated as of October 1, 2024 N24°28'42"E 76.60 'S62°23'00"W 121.95'R=20.00'∆=102°51'23"L=35.90'N45° 34' 42"E (R)S54° 09'59"E (R)N62° 23' 00"ELEASE SITE PARCEL =11,097± S.F. (0.255 AC.)MERIDIAN P A R K B O U L E V A R D (ROAD NO. 4 1 7 7 E )NON-EXCLUSIVE =3,833± S.F. (0.088 AC.)CONCORD AVENUE(ROAD NO. 3971C)"L2" LINE "CONCORD AVENUER/W RECORD MAP" (RW3971-64)CENTERLINE "MERIDIAN PARKBOULEVARD EXTENSION" (E4177E-72)S69°46'36"E 22.69'N40° 28' 23" W ∆=8 0 ° 1 5 '19 " L = 1 0 5.0 5'R=75 .0 0' 31.5'S62°23'00"W 122.47'∆=6 1 °10 '3 6 "L=44.31'R =41.50'S75° 36' 24"W (R)S40°28'23"E 6 6 . 1 0 ' ( T )17.66'48.44'S27°37'00"E (R) 5.50'R=13.50'∆=35°05'49"L=8.27'R=23.50'∆=102°51'23"L=42.19'R/WN27 ° 3 7 ' 0 0 " W 27.0 0 'S14° 25 ' 48 "W (R )50'R/W"L2" STA 20+72.49 E.C.AT INTERSECTION OFDIAMOND BOULEVARDN27°37'00"W 70.00'52'2' R/W WIDENINGPER DWG. BF XI-151N62°23'00"E 553.69'Contra Costa CountyPublic Works Department255 Glacier DriveMartinez, CA 94553File Path K:\surveys\AIRPORT PROJECTS\Buchanan\Lease Site 2301 Meridian Park Boulevard\ACAD\BF XI-050A.dwg Plot Date:5/9/2024 4:26:07 PMInstrument Document No.RecordedBUCHANAN FIELD AIRPORTSCALE:DRAWN BY:CHECKED BY:DATE: BF XI-050A.dwgDRAWING NO.:PAGE:CAD FILE:DCFAM1" = 20'1 of 105/09/2024BF XI-050ALease AgreementUnincorporated Contra Costa County, CaliforniaCONCORD, CA 94520BUCHANAN FIELD AIRPORT2301 MERIDIAN PARK BOULEVARDFeet0 20 4080BASIS OF BEARINGSBEARINGS SHOWN HEREON ARE BASED ON THE"L2" LINE AS SHOWN ON THE R/W RECORD MAPFOR CONCORD AVENUE (RW3971-64), WHICH ISBASED ON THE CALIFORNIA COORDINATE SYSTEMOF 1927 (CCS27), ZONE III, US SURVEY FOOT.Exhibit A 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3208 Name: Status:Type:Consent Item Passed File created:In control:9/4/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:DENY the claims filed by Kinder Morgan, Inc. (on behalf of its subsidiary, SFPP, L.P.) in the total amount of $324,441.25, plus interest, in unitary property taxes and rights of way taxes paid for tax year 2019/2020. Attachments:1. Attachment A - Claim of Kinder Morgan, Inc. (Unitary Property Taxes), 2. Attachment B - Claim of Kinder Morgan, Inc. (Rights of Way Taxes) Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Robert Campbell, Auditor-Controller Report Title:Deny claims filed for unitary property taxes paid for tax year 2019/20 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: DENY the claims filed by Kinder Morgan, Inc. (on behalf of its subsidiary, SFPP, L.P.) in the total amount of $324,441.25, plus interest, in unitary property taxes and rights of way taxes paid for tax year 2019/2020. FISCAL IMPACT: No fiscal impact. BACKGROUND: Kinder Morgan, Inc. (on behalf of its subsidiary, SFPP, L.P.) (“Claimant”) has filed two separate claims for refund of unitary property taxes and rights of way taxes against the County. In March 2024, Kinder Morgan, Inc. submitted a claim for refund of unitary property taxes to the County in the amount of $313,948.91, alleging that the statutory formula used to calculate its property tax rate violates the California Constitution. [This claim is provided in Attachment A.] In March 2024, Claimant submitted a separate claim for refund of rights of way taxes to the County in the amount of $10,492.34, alleging that it is not subject to the assessment jurisdiction of California State Board of Equalization and is only subject to the local assessment jurisdiction of the County. Therefore, it should have been subject to the local tax rate, which is lower than the unitary tax rate. [This claim is provided in Attachment B.] CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 3 powered by Legistar™ File #:24-3208,Version:1 Claimant requests interest on the requested refund amounts. ANALYSIS: Unitary Property Taxes Under the California Constitution, certain property owned or used by utilities and telecommunication companies, among others, is annually assessed by the State Board of Equalization ("BOE"). (Cal. Const., article XIII, § 19.) The amount of such "unitary property" assessments attributed to the County by the BOE are then taxed by the County in accordance with a statutory formula. (See Rev. & Tax. Code,§100.) The Auditor-Controller uses the amount of unitary property assessments annually provided by the BOE to calculate the amount of taxes to be levied on these properties in accordance with a formula mandated by state law (Rev. & Tax. Code, § 100). Based on this formula, the unitary tax rate for 2019/2020 is 1.6865%. The Auditor-Controller has confirmed that the rate was correctly calculated pursuant to the state law, and the Office of the State Controller has deemed it correct. Claimants argue that they are entitled to a partial refund of taxes on the grounds that they were illegally levied because the formula used to calculate the rate is unconstitutional. However, the County is given no discretion on its calculation of the unitary tax rate; it is a mandated formula set by the State. A January 2023 decision from the California Court of Appeals has affirmed the constitutionality of the rate. (County of Santa Clara v. Sup. Ct. (2023) 87 Cal.App.5th 347.) For these reasons, the claim for refund of unitary property taxes should be denied. Rights of Way Taxes While the County assesses the intercounty pipeline rights-of-way, the County is required to use the unitary tax rate established under Revenue and Taxation Code section 100(b) to calculate the rights of way tax. (Rev. & Tax. Code, § 100.01.) The County is given no discretion on the calculation of this rate. Accordingly, the rights of way tax rate for 2019/2020 is the same as the unitary tax rate, i.e., 1.6865%, which has been confirmed to be calculated correctly. For these reasons, the claim for refund of rights of way taxes should be denied. Untimely Claims Claimant’s claims are denied as untimely per Revenue & Taxation Code section 5097(a)(2) because there is no evidence that they were submitted within four years of the first installment payments of unitary property taxes and rights of way taxes. Standing Claimant’s claims are denied as Kinder Morgan, Inc. does not have standing to request refunds on behalf of SFPP, L.P. CONSEQUENCE OF NEGATIVE ACTION: Failure to take the recommended action would result in interest continuing to accrue on a potential court- ordered refund of property taxes. CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 3 powered by Legistar™ File #:24-3208,Version:1 cc:Rebecca Hooley, Assistant County Counsel; Jaskiran Samra, Deputy County Counsel; Laura Strobel, County Administrator’s Office CONTRA COSTA COUNTY Printed on 10/28/2024Page 3 of 3 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3209 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:DENY the claim filed by TransBay Cable, LLC in the total amount of $1,042,412, plus interest, in unitary property taxes paid for tax year 2019/2020. Attachments:1. Attachment A - Claim of TransBay Cable, LLC Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Robert Campbell, Auditor-Controller Report Title:Deny claim filed for unitary property taxes paid for tax year 2019/20 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: DENY the claim filed by TransBay Cable, LLC in the total amount of $1,042,412, plus interest, in unitary property taxes paid for tax year 2019/2020. FISCAL IMPACT: No fiscal impact. BACKGROUND: In April 2024, TransBay Cable, LLC (“Claimant”) submitted a claim for refund of unitary property taxes against the County, essentially alleging that the statutory formula used to calculate their property tax rate violates the California Constitution and the US Constitution. Claimant requests interest on the requested refund amount. [This claim is provided in Attachment A.] In January 2023, Santa Clara County prevailed before the Court of Appeal on the basis that the statutory tax rate imposed on property owned by such entities does not violate the California Constitution. ANALYSIS: Under the California Constitution, certain property owned or used by utilities and telecommunication companies, among others, is annually assessed by the State Board of Equalization ("BOE"). (Cal. Const., article XIII, § 19.) The amount of such "unitary property" assessments attributed to the County by the BOE are then taxed by the County in accordance with a statutory formula. (See Rev. & Tax. Code,§ 100.) CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3209,Version:1 The Auditor-Controller uses the amount of unitary property assessments annually provided by the BOE to calculate the amount of taxes to be levied on these properties in accordance with a formula mandated by state law (Rev. & Tax. Code, § 100). Based on this formula, the unitary tax rate for 2019/2020 is 1.6865%. The Auditor-Controller has confirmed that the rate was correctly calculated pursuant to the State law, and the Office of the State Controller has deemed it correct. Claimants argue that they are entitled to a partial refund of taxes on the grounds that they were illegally levied because the formula used to calculate the rate is unconstitutional. However, the County is given no discretion on its calculation of the unitary tax rate; it is a mandated formula set by the State. A January 2023 decision from the California Court of Appeals has affirmed the constitutionality of the rate. (County of Santa Clara v. Sup. Ct. (2023) 87 Cal.App.5th 347.) For these reasons, the claim should be denied. Additionally, Claimant’s claim is denied as untimely per Revenue & Taxation Code section 5097(a)(2) because there is no evidence that it was submitted within four years of the first installment payment of property taxes. CONSEQUENCE OF NEGATIVE ACTION: Failure to take the recommended action would result in interest continuing to accrue on a potential court- ordered refund of property taxes. cc:Rebecca Hooley, Assistant County Counsel; Jaskiran Samra, Deputy County Counsel; Laura Strobel, County Administrator’s Office CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3210 Name: Status:Type:Consent Item Passed File created:In control:9/12/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ACCEPT the Annual Report on Revolving and Cash Difference Funds, Overage Fund, and Shortages for fiscal year 2023-2024, as recommended by the Auditor-Controller. Attachments:1. Annual Report_2024.pdf Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Robert Campbell, Auditor-Controller Report Title:Annual Report on Revolving and Cash Difference Funds, Overage Fund, and Shortages for fiscal year 2023-2024 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ACCEPT the Annual Report on Revolving and Cash Difference Funds, Overage Fund, and Shortages for fiscal year 2023-2024 from the County Auditor-Controller. FISCAL IMPACT: None. BACKGROUND: Provisions of Government Code Sections 29321.1 and 29370.1 and Contra Costa County Board of Supervisors Resolution No.92/525 authorize the County Auditor-Controller to establish,increase,reduce,or discontinue Revolving Funds and Cash Difference Funds.Provisions of Government Code Sections 29380.1 and 29390.1 and Contra Costa County Board of Supervisors Resolution No.83/1062 authorize the County Auditor- Controller to replenish the Cash Difference Funds and to transfer money in the Overage Fund to the General Fund.With respect to those authorities and to conform with Government Code Sections 29321.1,29370.1, 29380.1,and 29390.1,the County Auditor-Controller submits this report showing the officers and details of the balances of the Revolving and Cash Difference Funds, Overage Fund, and Shortages for fiscal year 2023-2024. CONSEQUENCE OF NEGATIVE ACTION: The County Auditor-Controller would not comply with Government Code Sections 29321.1, 29370.1, 29380.1, and 29390.1. CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3210,Version:1 CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3211 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Director of Child Support Services, a purchase order with MedBillIQ in an amount not to exceed $10,000 for Worker's Compensation Lien notification and execution services for the period July 1, 2024, through June 30, 2026. (66% Federal, 34% State) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Lori Cruz, Child Support Services Director Report Title:Purchase Order with MedBillIQ ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Director of Child Support Services, a purchase order with MedBillIQ in an amount not to exceed $10,000 for notification and execution of Worker’s Compensation Liens for the period July 1, 2024, through June 30, 2026. FISCAL IMPACT: This project will be fully funded by allocations from the Federal Government at 66% and the State of California at 34%. BACKGROUND: The Department of Child Support Services utilizes MedBillIQ to locate and file Worker’s Compensation Liens for obligors with child support arrears. This system allows our Lien Clerk to file liens to collect past due child support and in many cases those funds are sent to the other parent caring for the child. The Master Services Agreement and Schedule I includes Limitation of Liability provision approved by County Counsel. CONSEQUENCE OF NEGATIVE ACTION: CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3211,Version:1 If this action is not approved, the department will not be able to file and collect from worker’s compensation awards. CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3212 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Director of Child Support Services, a purchase order with Caltronics Business Systems in an amount not to exceed $1,941 for the renewal of Papercut software for the period October 1, 2024, through September 30, 2025. (66% Federal, 34% State) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Lori Cruz, Child Support Services Director Report Title:Purchase Order with Caltronics Papercut ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Director of Child Support Services, a purchase order with Caltronics Business Systems in an amount not to exceed $1,941 for Papercut software renewals for the period October 1, 2024, through September 30, 2025. FISCAL IMPACT: This project will be fully funded by allocations from the Federal Government at 66% and the State of California at 34%. BACKGROUND: The Department of Child Support Services utilizes Caltronics Papercut as a secure method of printing documents. The Papercut system enables DCSS workers to release printing jobs when they are physically at the copy machine, eliminating the risk of customers and internal data being left unprotected. The Maintenance and Support Agreement and the End User License Agreement of the purchase order include a Limitation of Liability and Indemnification provision approved by County Counsel. CONSEQUENCE OF NEGATIVE ACTION: If this action is not approved, the department will not have a secure method of keeping printed material CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3212,Version:1 protected at all times. CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:1RES 2024- 340 Name: Status:Type:Consent Resolution Passed File created:In control:8/28/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-340 declaring October 2024 as Domestic Violence Awareness Month, as recommended by the Employment and Human Services Director. Attachments:1. Mission Possible Flyer 2024 Final.pdf Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Marla Stuart, Employment and Human Services Director Report Title:Proclaim October 2024 as Domestic Violence Awareness Month ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ADOPT a resolution declaring October 2024 Domestic Violence Awareness Month in Contra Costa County, as recommended by the Employment and Human Services Director. FISCAL IMPACT: No fiscal impact for this action. BACKGROUND: Domestic Violence Awareness Month is a national campaign dedicated to raising awareness about domestic violence. In 1989, Congress declared the month of October to be Domestic Violence Awareness Month (DVAM). Every October, organizations and individuals unite across the country for a national effort to uplift the needs, voices, and experiences of survivors. In 1995, the National Resource Center on Domestic Violence (NRCDV) convened several national domestic violence organizations to launch a new effort to support domestic violence program’s awareness and education efforts for DVAM. This collaborative effort became the Domestic Violence Awareness Project (DVAP), which comes up with an annual theme to inspire people to action. For 2024, the theme for DVAM is “Heal, Hold, & Center” to promote embracing the many cultural ways we can heal from violence and oppression, commit to holding space for survivors, and center those most marginalized in all our efforts to end domestic violence. CONSEQUENCE OF NEGATIVE ACTION: CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 4 powered by Legistar™ File #:RES 2024-340,Version:1 The County will not recognize Domestic Violence Awareness Month in 2024. CHILDREN’S IMPACT STATEMENT: This resolution supports all five of Contra Costa County’s community outcomes of the Children’s Report Card: (1) “Children Ready for and Succeeding in School”; (2) “Children and Youth Healthy and Preparing for Productive Adulthood”; (3) “Families that are Economically Self-Sufficient”; (4) “Families that are Safe, Stable and Nurturing”; and (5) “Communities that are Safe and Provide a High Quality of Life for Children and Families.” The Board of Supervisors of Contra Costa County, California IN THE MATTER OF Proclaiming October 2024 as Domestic Violence Awareness Month in Contra Costa County: WHEREAS,domestic violence refers to a pattern of abusive and coercive behaviors used to exert power and control over an intimate partner or close familial individual affecting that person’s physical, emotional, mental, sexual, and/or spiritual wellbeing and relationships; and WHEREAS, in 2023, the U.S. Department of Justice’s Criminal Justice Statistics Center reports that Contra Costa law enforcement agencies received 3,218 domestic violence-related calls for service, of which 2,842 (about 88%) involved the use of a weapon and, per the Coroner’s Office and the Contra Costa District Attorney’s Office, 13 domestic violence-related homicides occurred; and WHEREAS,this year’s National Domestic Violence Awareness Month theme “Heal, Hold, & Center” builds on the premise that there is no survivor justice without racial justice and calls for us to work together to embrace the many cultural ways we can heal from violence and oppression,hold space for survivors, and center those most marginalized in all our efforts to end domestic violence; and WHEREAS,for the past 23 years, the Contra Costa Alliance to End Abuse has been pivotal in implementing the Board of Supervisors' policy to end interpersonal violence in the County, including domestic violence, by building cross-sector public-private partnerships that foster awareness, support innovative intervention and prevention efforts, and address inequities so survivors can access services tailored to their needs; and WHEREAS, STAND! for Families Free of Violence is a founding partner of the Contra Costa Alliance to End Abuse and, for 47 years, has promoted safe and strong families by offering a comprehensive range of prevention, intervention, and treatment programs to address domestic violence, sexual violence, and child abuse in Contra Costa County. In 2023, STAND! for Families Free of Violence responded to over 12,000 crisis calls through their 24/7 crisis support hotline (1-888-215-5555), provided emergency shelter and support to hundreds of survivors while meeting their unique needs, delivered immediate emotional support, high-danger lethality screening, and safety planning, and elevated youth voices while training over 1,000 youth on Teen Dating Violence Prevention; and CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 4 powered by Legistar™ File #:RES 2024-340,Version:1 WHEREAS, through the Alliance to End Abuse’s Families Thrive Project, Community Strengths, in consultation with partners, has developed free toolkits for organizations to support the healing process for people who experience intimate partner violence, especially those from historically marginalized communities. The Culturally Sustaining Approaches to Prevention Toolkit, reviewed and informed by RCF Connects’ Equity for Black Women and Girls initiative and its Sister Circles, seeks to amplify the voices, needs, and hopes of Black women and girls and engage and strengthen culturally sustaining practices. The Trauma Informed Practices in Organizations Toolkit, shaped by work done with The Latina Center, helps organizations adopt trauma-informed principles to break the trauma cycle and promote healing; and WHEREAS, for the past 13 and a half years, the Contra Costa Family Justice Alliance (d.b.a. Family Justice Center) has partnered with local and community-based organizations to assist interpersonal violence survivors through its three Family Justice Centers in the County offering multiple healing spaces and survivor leadership and empowerment programs. The fourth and new South County Family Justice Center in Danville will extend this support to meet the critical needs of elder and immigrant survivors and their families; and WHEREAS, everyone has a role in giving rise to safe and thriving communities for all and is invited to register and partake in the Mission Possible Conference III: Creating Community and Opportunity to learn and share how connection, healing, belonging, and economic opportunities, prevent violence. NOW, THEREFORE, BE IT RESOLVED that the Contra Costa County Board of Supervisors urges all residents to actively participate in the efforts to end domestic violence in our homes, in our schools, and in our communities, and does hereby proclaim October 2024 as “Domestic Violence Awareness Month.” CONTRA COSTA COUNTY Printed on 10/28/2024Page 3 of 4 powered by Legistar™ File #:RES 2024-340,Version:1 CONTRA COSTA COUNTY Printed on 10/28/2024Page 4 of 4 powered by Legistar™ M I S S I O N P O S S I B L E I I I : C r e a t i n g C o m m u n i t y a n d O p p o r t u n i t y T H U R S D A Y N O V E M B E R 7 , 2 0 2 4 8 :3 0 A M - 4 P M P L E A S A N T H I L L C O M M U N I T Y C E N T E R 3 2 0 C I V I C D R I V E P L E A S A N T H I L L , C A 9 4 5 2 3 An all-day, in-person conference focused on understanding violence prevention from a public health lens. Conference objectives will include: 1) Building shared understanding of violence prevention through connection, healing and belonging, and 2) Exploring economic opportunities for community. REGISTER HERE 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:1RES 2024- 341 Name: Status:Type:Consent Resolution Passed File created:In control:9/17/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-341 proclaiming October 2024 as Cybersecurity Awareness Month in Contra Costa County, as recommended by the Chief Information Officer. Attachments: Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 1 Pass To: Board of Supervisors From:Marc Shorr, Information Technology Director Report Title:Proclaim October 2024 as Cybersecurity Awareness Month in Contra Costa County ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ADOPT Resolution proclaiming October 2024 as Cybersecurity Awareness Month in Contra Costa County, as recommended by the Chief Information Officer. FISCAL IMPACT: There is no fiscal impact to the County. BACKGROUND: This proclamation encourages all Contra Costa County Agencies and Departments to recognize October as National Cybersecurity Awareness Month, an international initiative that educates everyone about online safety and empowers individuals and businesses to protect their data from cybercrime. Even amidst large-scale data breaches and cyberattacks, Cybersecurity Awareness Month reminds everyone that there are simple, effective ways to keep yourself safe online, protect your personal data, and ultimately help secure our world. It also supports the Department’s strategic vision for educating, empowering and ensuring information security is in the hands of every County employee. The Department of Information Technology recommends that the Contra Costa County Board of Supervisors direct County staff to adhere to the new Administrative Bulletin 144, “Information Security Policy.” Specifically, Section IV.D mandates that all County employees complete information security training. CONSEQUENCE OF NEGATIVE ACTION: CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 3 powered by Legistar™ File #:RES 2024-341,Version:1 County employees will be less aware of the importance of Cybersecurity initiatives. THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA and for Special Districts, Agencies and Authorities Governed by the Board IN THE MATTER OF Proclaiming October 2024 as Contra Costa County Cybersecurity Awareness Month. WHEREAS, since 2004, the President of the United States and Congress have declared October to be Cybersecurity Awareness Month, helping individuals protect themselves online as threats to technology and confidential data become more commonplace; and WHEREAS,Contra Costa County recognizes the role each employee plays in online safety and the importance of taking proactive steps to enhance cybersecurity at home and in the workplace; and WHEREAS, the importance of security awareness requires heightened attention at a time when government agencies at home and abroad have fallen victim to coordinated malicious attacks and suffered financial losses as a result; NOW THEREFORE, the County of Contra Costa hereby proclaims the month of October 2024 as Cybersecurity Awareness Month and directs all employees to complete information security awareness training in accordance with Administrative Bulletin 144. ______________________________________________________ FEDERAL D. GLOVER, Chairperson JOHN GIOIA Supervisor, Fifth District Supervisor, First District ___________________________ CANDACE ANDERSON Supervisor, Second District ___________________________ DIANE BURGIS Supervisor, Third District ____________________________ KEN CARLSON Supervisor, Fourth District CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 3 powered by Legistar™ File #:RES 2024-341,Version:1 ___________________________ MONICA NINO County Administrator CONTRA COSTA COUNTY Printed on 10/28/2024Page 3 of 3 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:1RES 2024- 342 Name: Status:Type:Consent Resolution Passed File created:In control:8/15/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-342 recognizing October 2024 as Filipino American History month, as recommended by Supervisor Andersen. Attachments: Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Candace Andersen, District II Supervisor Report Title:Resolution Recognizing October as Filipino American History Month ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ACCEPT presentation to recognizing October as Filipino American History Month FISCAL IMPACT: No Fiscal Impact. BACKGROUND: This presentation recognizes the many achievements and contributions Filipino Americans have made in Contra Costa County. CONSEQUENCE OF NEGATIVE ACTION: No action to be taken. CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 3 powered by Legistar™ File #:RES 2024-342,Version:1 The Board of Supervisors of Contra Costa County, California IN THE MATTER OF Recognizing October as Filipino American History Month in Contra Costa County. WHEREAS,as of 2024 US Census Data, 1,247,073 Filipino Americans make up the largest Asian American ethnic group in the State of California and the third largest group in the United States today, with a robust population dating all the way back to the first recorded settlement on October 18, 1587, when sailors of the Nuestra Señora de Esperanza known as “Indios Luzones,” arrived in Morro Bay, California; and WHEREAS,Filipino Americans have helped to stabilize and advance the United States healthcare sector, with 25% of Filipino adults serving as frontline healthcare workers, a testament to deep-rooted cultural values of warmth, hospitality, and service; and WHEREAS,Filipino Americans have a long-standing history of defending and serving our country in combat, with 250,000 Filipinos fighting on behalf of America during World War II; and WHEREAS,the Bataan Death March, one of the most notorious tragedies of World War II, serves as an unforgettable reminder of the 16,500 Filipino and 650 American heroes who lost their lives in defense of our great nation. To this day, the courageous and selfless men who lost their lives during the Bataan Death March symbolize the eternal bond shared between Filipinos and Americans, who through this tragedy, forged strength in their unity; and WHEREAS,in the 1920s, a wave of ambitious Filipino young men known as the “Manongs,” embraced the unknown and immigrated to America in search of prosperity, educational opportunities, and a brighter future for their loved ones; and WHEREAS,the State of California has perennially served as an epicenter for Filipino activism and advocacy, dating all the way back to the establishment of Larry Itliong’s Agricultural Workers Organizing Committee (AWOC), which orchestrated the Delano Grape Strike on September 8th, 1965, and WHEREAS,the persistence and relentless determination of Larry Itliong, Phillip Vera Cruz, and other notable Filipino labor leaders inspired the establishment of the United Farm Workers (UFW) union, which alongside Cesar Chávez and Dolores Huerta, safeguarded the rights of farmworkers and championed for labor rights reforms; and WHEREAS,Contra Costa County represents an inspiring and civically engaged Filipino American population, which CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 3 powered by Legistar™ File #:RES 2024-342,Version:1 has seen the emergence of several honorable politicians such as the City of El Cerrito’s Gabriel Quinto, the City of Pinole’s Cameron Sasai, and the City of Hercules’ Alexander Walker-Griffin, who have each profoundly impacted their respective communities through their leadership; and WHEREAS,in 2017, California Governor Edmund G. "Jerry" Brown appointed Benjamin T. Reyes II as the first Filipino American Superior Court Judge in Contra Costa County; and WHEREAS,on March 19, 1855,the Filipino American Association of Pittsburg, with founder and President Rudy Wilas at the helm, was officially founded, with the goal of preserving Filipino traditions, empowering local community youth, and showcasing the warmth and beauty of Filipino culture; and WHEREAS, LEAD Filipino, a San Jose based non-profit organization founded in 2015, has operated with the purpose of amplifying the Filipino voice, fostering greater civic engagement amongst the Filipino community, and creating a space for Filipino Americans to unlock their leadership potential through participation in education, cultural celebrations, and statewide advocacy initiatives; and WHEREAS, The Lumpia Company, a proud Oakland-based restaurant, owned by Alex Retodo, Earl Stevens, and Richard Reyes, has revolutionized the food industry, introducing the vibrance of Filipino cuisine to the mainstream and shattering barriers one lumpia at a time; and WHEREAS, on April 23, 2021, Filipino American Rob Bonta was sworn in by Governor Gavin Newsom as the 34th Attorney General of the State of California, serving as the first individual of Filipino descent and second Asian American to occupy the position; and WHEREAS,through his actions, humility, and profound impact, Rob Bonta continues to forge a brighter, more inclusive California, with the advancement of AB 123 demonstrating Bonta's ongoing efforts to raise awareness about Filipino- American history; and WHEREAS, Rob Bonta's unwavering commitment to public service and the pursuit of social justice serves as a testament to his parents, Warren and Cynthia Bonta, both of whom were dynamic community leaders that inspired him to become an advocate for positive change; and WHEREAS,in 1991, the Filipino American National Historical Society championed for Congress’ recognition of October as Filipino American History Month; and WHEREAS,in 2009, Congress first designated the month of October as Filipino American History Month; and WHEREAS, it is paramount to educate Contra Costa County residents about the vital contributions of Filipino- Americans in shaping and enriching American society, particularly in the military, hospitality, and healthcare sectors; and WHEREAS,October has been designated Filipino American History Month to celebrate the cultural heritage, achievements, and contributions Filipino Americans have made in Contra Costa County, the State of California, and across the country at large. NOW, THEREFORE, BE IT RESOLVED:That the Contra Costa County Board of Supervisors does hereby recognize October, 2024 as Filipino American History Month. CONTRA COSTA COUNTY Printed on 10/28/2024Page 3 of 3 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:2RES 2024- 343 Name: Status:Type:Consent Resolution Passed File created:In control:9/24/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-343 honoring Don Lau for his decades of service in Contra Costa County, as recommended by Supervisor Gioia. Attachments: Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 2 Pass To:Board of Supervisors From:John Gioia, District I Supervisor Report Title:Proclamation Honoring Don Lau for Service to Contra Costa County Communities ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ADOPT Resolution honoring Don Lau for service to Contra Costa County Communities. FISCAL IMPACT: N/A BACKGROUND: Don Lau has been a leader in West Contra Costa County for decades. CONSEQUENCE OF NEGATIVE ACTION: N/A CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 3 powered by Legistar™ File #:RES 2024-343,Version:2 The Board of Supervisors of Contra Costa County, California IN THE MATTER OF Honoring Don Lau for his decades of service in Contra Costa County WHEREAS,Don Lau was born and raised in Honolulu, Hawaii, and has dedicated his life to serving others, achieving academic excellence with a Bachelor of Arts from Valparaiso University and a Master of Social Work from the University of Michigan; and WHEREAS, Don Lau began his impactful work in Contra Costa County in 1976 when he was hired as the West Area Organizer for the Contra Costa Children’s Council, which served as the fiscal agent for the Therapeutic Nursery School/Early Childhood Mental Health Program (TNS/ECMHP); and WHEREAS, Don Lau has served on the Advisory Committee, Board of Directors, and Emeritus Board for ECMHP, dedicating countless hours to the mental health and well-being of children in our community; and WHEREAS, Don Lau’s commitment to education was demonstrated through his election to the Richmond (West Contra Costa) Unified School District Board of Trustees in 1981, and his subsequent re-elections in 1985 and 1989, where he worked tirelessly to improve educational opportunities for all students; and WHEREAS, Don Lau joined the West Contra Costa YMCA in 1983, playing a pivotal role in the merger that created the YMCA of the East Bay and growing the branch’s budget to $15 million, significantly expanding services in early childhood education, afterschool enrichment, health and wellness, mental health, teen leadership, and family programs; and WHEREAS, Don Lau retired in 2017 as the President and CEO of the YMCA of the East Bay, leaving behind a legacy of community service, leadership, and positive impact on thousands of lives; and CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 3 powered by Legistar™ File #:RES 2024-343,Version:2 WHEREAS, Don Lau has been a dedicated member of the Richmond Rotary Club since 1984, serving as a past president and currently as Chair of Community Services, where he continues to give back to his community; and WHEREAS, Don Lau has generously contributed his time and expertise to numerous nonprofit boards and public commissions, further demonstrating his unwavering commitment to the well-being of his community; and WHEREAS, Don Lau is a loving father to three adult children and a proud grandfather of five grandchildren, passing on his values of service, leadership, and community spirit to future generations; NOW, THEREFORE, BE IT RESOLVED:Contra Costa County Board of Supervisors honors and commends Don Lau for his outstanding contributions to the children, families, and communities of Contra Costa County, recognizing his lifelong commitment to public service and leadership. CONTRA COSTA COUNTY Printed on 10/28/2024Page 3 of 3 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3201 Name: Status:Type:Consent Item Passed File created:In control:9/23/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPOINT Heidi Swillinger to the Western Contra Costa Transit Authority (JPA) Board of Directors for a term ending on January 1, 2025, as recommended by Supervisor Gioia. Attachments:1. Swillinger, Heidi (WCCTA) 09-16-24 Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:John Gioia, District I Supervisor Report Title:APPOINT Heidi Swillinger to the Western Contra Costa Transit Authority (JPA) Board of Directors for a term ending on January 2, 2025, as recommended by Supervisor Gioia ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPOINT Heidi Swillinger to the Western Contra Costa Transit Authority (JPA) Board of Directors for a term ending on January 1, 2025 FISCAL IMPACT: none BACKGROUND: The Western Contra Costa Transit Authority (WestCAT) owns, operates and maintains a public transit system in an effort to meet public transportation needs in Western Contra Costa County. WestCAT is governed by a seven -member Board of Directors CONSEQUENCE OF NEGATIVE ACTION: The appointment would not be made and the District would not have representation on the commission CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3201,Version:1 CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:224-3202 Name: Status:Type:Consent Item Passed File created:In control:9/5/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPOINT Yvonne Wadleigh to the District 3 seat on the Family & Children’s Trust Committee to a term expiring September 30, 2026, and DECLARE a vacancy in the At-Large 3 Seat, as recommended by Supervisor Burgis. Attachments:1. Vacancy Notice.pdf Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 2 Pass To:Board of Supervisors From:Diane Burgis, District III Supervisor Report Title:APPOINTMENT TO & VACANCY ON THE FAMILY & CHILDREN'S TRUST COMMITTEE ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPOINT Yvonne Wadleigh to the District 3 seat on the Family & Children’s Trust Committee to a term expiring September 30, 2026, and DECLARE a vacancy in the At-Large 3 Seat, as recommended by Supervisor Burgis. FISCAL IMPACT: None BACKGROUND: Yvonne Wadleigh is currently an At Large member of the committee. Supervisor Burgis is appointing her to the District 3 seat. CONSEQUENCE OF NEGATIVE ACTION: The District 3 seat would remain vacant. CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3202,Version:2 CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3203 Name: Status:Type:Consent Item Passed File created:In control:9/19/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPOINT Pamela DeWitt to the District 1 Appointed seat 1 for the East Richmond Heights Municipal Advisory Council for a term ending on December 31, 2026, as recommended by Supervisor Gioia. Attachments:1. PamDeWitt_erhMACapplication Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:John Gioia, District I Supervisor Report Title:APPOINT Pamela DeWitt to the District 1 Appointed seat 1 for the East Richmond Heights Municipal Advisory Council for a term ending on December 31, 2026 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPOINT Pamela DeWitt to the District 1 Appointed seat 1 for the East Richmond Heights Municipal Advisory Council for a term ending on December 31, 2026 FISCAL IMPACT: none BACKGROUND: The East Richmond Heights Municipal Advisory Council was created to advise the Board of Supervisors or other local government agencies on issues and concerns related the unincorporated community of East Richmond Heights CONSEQUENCE OF NEGATIVE ACTION: The appointment would not be made and the District would not have representation on the commission CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3203,Version:1 CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3204 Name: Status:Type:Consent Item Passed File created:In control:9/23/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPOINT Maura Millison to the At-Large #2 Seat, with a term ending September 30, 2025, on the on the Family and Children’s Trust Committee, as recommended by the Family and Human Services Committee. Attachments:1. Millison Maura Application_Redacted, 2. FACT ROSTER REDACTED 08.26.2024 Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Family & Human Services Committee Report Title:Appointment to the Family and Children’s Trust Committee ☐Recommendation of the County Administrator ☒ Recommendation of Board Committee RECOMMENDATIONS: APPOINT Maura Millison to the At-Large #2 Seat, with a term ending September 30, 2025, on the on the Family and Children’s Trust Committee, as recommended by the Family and Human Services Committee. FISCAL IMPACT: There is no fiscal impact for this action. BACKGROUND: The Family and Children’s Trust Committee (FACT), was established in 1982 by the Contra Costa County Board of Supervisors to make funding recommendations on the allocation of a variety of funds for prevention and intervention services to reduce child abuse and neglect, provide supportive services to families and children, and promote a more coordinated, seamless system of services for families. Funding for FACT supported projects derived from federal and state program legislation, and donations to the County’s Family and Children’s Trust Fund. Every two years, the members of the FACT establish a series of County priorities for the use of these funds through review of existing data and reports and by holding Public Hearings in various areas of the county. The Committee then develops a competitive bidding process to select non-profit, community-based agencies that can best provide the services determined to be most important. Program recommendations are made to the Board of Supervisors which makes the final funding decisions. The Committee continues to evaluate these funded programs to ensure continued provision of quality service and achievement of stated goals. Programs CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3204,Version:1 currently being supported include countywide parenting classes, therapeutic day care for emotionally disturbed children, treatment for families, young children and teens with both substance abuse and child abuse issues, services for homeless families, and projects to support children whose mothers have been victims of domestic violence and sexual assault. On March 19, 2024 the Board of Supervisors approved a reduction of FACT Committee member seats from fifteen (15) to eleven (11). This reduction has allowed the FACT Committee to achieve quorum and meet regularly. Members are appointed by the Board and include citizens with expertise in children’s issues, education, law, non-profit agency management, public health, and program research/evaluation. Terms for all Commission seats are two years. At Large and non-District appointed seat vacancies on the FACT have been assigned for Family and Human Services Committee (FHS) review since 2003. At the September 23, 2024 FHS Meeting, the Committee approved the appointment of Maura Millison to the At -Large #2 Seat, with a term ending on September 30, 2025, on the on the Family and Children’s Trust Committee. CONSEQUENCE OF NEGATIVE ACTION: If not approved, this seat would remain vacant which may impact the FACT’s ability to maintain quorum. CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1. This application and any attachments you provide to it is a public document and is subject to the California Public Records Act (CA Government Code §6250-6270). 2. All members of appointed bodies are required to take the advisory body training provided by Contra Costa County. 3. Members of certain boards, commissions, and committees may be required to: (1) file a Statement of Economic Interest Form also known as a Form 700, and (2) complete the State Ethics Training Course as required by AB 1234. 4. Meetings may be held in various locations and some locations may not be accessible by public transportation. 5. Meeting dates and times are subject to change and may occur up to two (2) days per month. 6. Some boards, committees, or commissions may assign members to subcommittees or work groups which may require an additional commitment of time. 7. As indicated in Board Resolution 2021/234, a person will not be eligible for appointment if he/she is related to a Board of Supervisors' member in any of the following relationships: (1) Mother, father, son, and daughter; (2) Brother, sister, grandmother, grandfather, grandson, and granddaughter; (3) Husband, wife, father-in-law, mother-in-law, son-in-law, daughter-in-law, stepson, and stepdaughter; (4) Registered domestic partner, pursuant to California Family Code section 297; (5) The relatives, as defined in 1 and 2 above, for a registered domestic partner; (6) Any person with whom a Board Member shares a financial interest as defined in the Political Reform Act (Gov't Code §87103, Financial Interest), such as a business partner or business associate. Maura Millison productivity and awareness; included are a WBI handbook for account teams, and a supplier diversity process for Roche 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3205 Name: Status:Type:Consent Item Passed File created:In control:9/12/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ACCEPT the resignation of Geri Stern, DECLARE a vacancy in the District I seat 3 on the Mental Health Commission for a term ending on June 30, 2026 and DIRECT the Clerk of the Board to post the vacancy Attachments:1. Geri Stern_Resignation Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:John Gioia, District I Supervisor Report Title:ACCEPT the resignation of Geri Stern, DECLARE a vacancy in the District I seat 3 on the Mental Health Commission for a term ending on June 30, 2026 and DIRECT the Clerk of the Board to post the vacancy ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ACCEPT the resignation of Geri Stern, DECLARE a vacancy in the District I seat 3 on the Mental Health Commission for a term ending on June 30, 2026 and DIRECT the Clerk of the Board to post the vacancy FISCAL IMPACT: none BACKGROUND: The Mental Health Commission’s role is to review and assess the community's mental health needs, services, facilities, and special problems, in order to advise the Board of Supervisors concerning local mental health services and programs CONSEQUENCE OF NEGATIVE ACTION: The vacancy would not be made and the District would not have representation on the council CONTRA COSTA COUNTY Printed on 10/28/2024Page 1 of 2 powered by Legistar™ File #:24-3205,Version:1 CONTRA COSTA COUNTY Printed on 10/28/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3206 Name: Status:Type:Consent Item Passed File created:In control:9/19/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Conservation and Development Director, a purchase order with BMC Software, Inc., in an amount not to exceed $40,211 for the renewal of the license for the department's help desk, asset management, and hardware and software patching management systems, for the period September 30, 2024 through September 29, 2029. (100% Land Development Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:John Kopchik, Director, Conservation and Development Report Title:Purchase Order with BMC Software, Inc. for License Renewal ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the Conservation and Development Director, a purchase order with BMC Software, Inc., in an amount not to exceed $40,211.07 for the renewal of the license, including support and maintenance, of the department's help desk, asset management and hardware/software patching management systems, for the period September 30, 2024 through September 29, 2029. FISCAL IMPACT: No impact to the County General Fund, costs will be fully paid for with the Land Development Fund. BACKGROUND: The Department of Conservation and Development (DCD) has been using BMC Track-It and BMC Client Management software for over ten years. BMC Track-It provides help desk and asset management of our software and computer and server hardware. BMC Client Management allows us to manage and secure our client devices (patching) to help DCD remain security compliant. Renewing our license and related support and maintenance would allow us to be current with patching of our systems. BMC’s End User License Agreement includes a limitation of liability provision which caps damages at the CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3206,Version:1 amount paid for the license. CONSEQUENCE OF NEGATIVE ACTION: DCD will not be able to continue to use existing tools to provide help desk functionality, asset management of our computer/server hardware and software or remain current with patching of our systems to be security compliant. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3213 Name: Status:Type:Consent Item Passed File created:In control:9/20/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the County Administrator, or designee, to execute a contract with Parkworks Mechanical Systems, in an amount not to exceed $200,000, for additional control cabinets for the parking system at 1026 Escobar Street, in Martinez, as recommended by the County Administrator. (100% General Fund) Attachments:1. 1026 Escobar System Separation Proposal.pdf Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Monica Nino, County Administrator Report Title:Purchase Order with Parkworks for additional control cabinets ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the County Administrator, or designee, to execute a contract with Parkworks Mechanical Systems, in an amount not to exceed $200,000, for additional control cabinets for the parking system at 1026 Escobar Street, in Martinez. FISCAL IMPACT: This funding for this purchase order is already part of the total project budget for 1026 Escobar Street, no additional funding is needed. BACKGROUND: Parkworks is a qualified contractor from the list maintained by the County pursuant to Public Contract Code section 22034, whose work and products related to the parking system at 1026 Escobar Street are proprietary. Parkworks installed the existing parking stacker as part of the 1026 Escobar Street project to increase the amount of off-street, covered parking at the location. The system, as installed, uses control cabinets that are handing 20 parking spots each. In practice this has led to increased time for parking operations, especially during peak parking or departure times. The addition of three control cabinets will allow each cabinet to control 10 parking spaces. This will decrease the waiting time if individuals show up at the same time and increase user satisfaction with the parking system. CONSEQUENCE OF NEGATIVE ACTION: CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3213,Version:1 Not approving the additional cabinets will maintain the increased parking times during peak operation and decrease the use of the system putting additional strain on other parking resources. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 8/16/2024 1026 Escobar ATTN:Cora Young RE:System Separation Proposal for 1026 Escobar This proposal is a lump sum proposal for the sale,manufacturing and installation necessary for the separation of the (3)20 platform systems at 1026 Escobar into (6)10 platform systems. It is important to note that the separation will not affect the two year warranty period or the warranty start date of 5/16/2024 as established by Webcor. Parkworks proposes the supply and installation of the following: ●3 additional control cabinets ●6 additional hydraulic pumps and associated piping ●3 additional touchscreens ●Updated software Assumptions: ●Final and frozen backgrounds for all Architecture and Engineering ●Fully designed,engineered and constructed building by others ●Concrete tolerances will be as follows o ¼”in 10ft straight edge for the parking and gate areas ●All entitlements,approvals and permits by others ●All labor will be non-union and prevailing wage (unless add alternate for union labor is selected) ●Coordination and day to day management by others ●Adjacent to property there will be a location to unload 40’open-top containers and a minimum 12’ wide pathway from unloading zone to lift-and-slide installation area ●County will provide site map including delivery locations and clear path to bring lift and slide components into building ●County is responsible for providing a safe and secure job site to avoid a loss of PW tools and equipment ●County will provide to PW clean,debris free,swept,dry slabs o If any painting or debris producing work is carried out in the environs of the parking system, tarping and/or cleaning will be by others. ●County will ensure that the lift-and-slide components and all surrounding areas stay entirely dry during the duration of installation ●County will coordinate delivery and load-in schedules ●County will provide temporary 110V and 220V power during installation and 480V permanent power no less than 3 months prior to TCO ●County will provide area lighting ●County will provide high-speed internet access during construction period ●County will provide debris box for PW use during installation ●Post-construction,building management will provide a locked area or room on site for the storage of spare parts and specialized tools Scope Delineation: For Electrical Wiring Scope -please refer to Appendix A Following please find a list of inclusions and exclusions to this Supply and Installation Proposal: Inclusions ●Freight,duty,and logistics,including labor,for devanning and load-in ●All site unloading,laydown and lifting by PW using our own equipment ●5k Warehouse Forklift during Installation Period ●Structural Engineering of lift-and-slide system,including lateral design and analysis,and anchorage to structure ●Parkworks coordination with SE to ensure that required tolerances are met ●Lift-and-slide and MEPF coordination ●Embed design,manufacture,and supply to jobsite (placement by others) ●QC preceding every lift-and-slide associated concrete pour to verify embed placement and concrete tolerances ●Interface with AHJ and FD as needed ●Measurement of existing conditions,system sizing and layout of systems ●Power units ●Hydraulic oil,concrete anchors,and installation supplies necessary to complete the lift-and-slide system ●Prevailing wage labor ●Touch up of any paint damage ●Electric Gates and Gate Support Structure ●Field Labeling ●Special inspections for concrete anchors and welding ●Teleservice hardware ●Receivers and remotes (1 remote per platform) Exclusions ●Permit fees of any kind including fees associated with permits for unloading ●Installation of any and all electrical conduit or EMT ●Any and all design and engineering services related to the building (including MEP,Fire Life Safety, Architecture,Landscape,Acoustics,etc.) ●Clash Detection (PW will work with team to clear clashes,but not be tasked with their discovery) ●Building construction ●Exterior Doors and Exterior Door Controls o Including RFID and/or Intercom ●Marine delay insurance ●Any extraordinary tariffs ●Lighting design,supply and installation –both interior and exterior ●Signage and Way-finding design and installation –both interior and exterior ●Traffic analysis and EIR studies ●Internet and Wifi ●Temp and Permanent Power ●All Fireproofing and Firestopping,including all floor and wall sleeves and blockouts for conduits ●Ventilation and humidity control of any kind ●Bollards of any kind ●Electrical engineering to size supply circuits,conduits,and wiring ●Design and install of all fixed electrical conduits and raceways ●Cameras,associated wiring,and recording equipment ●Union labor (unless specified) ●OCIP credit,project is bid net of OCIP/CCIP ●Demobilization and remobilization in the event of delay ●Warehouse costs,including transloading and trucking,as the result of project delay that results in our equipment arriving in United States and requiring storage prior to job site load-in ●Cleaning construction dust and debris from lift-and-slide components that collects after installation ●Service Contract for first year of operation ●Service Contract/Extended Warranty -past initial 2 year included Warranty ●Anything not specifically included in deliverables or inclusions ●Monthly reporting including schedule analysis ●User and Service/Maintenance Manuals The quoted price,stated below,includes system installation,parts and labor.System is under warranty for 24 months assuming that Factory Service is followed.This price is valid for 30 days. Total Proposed Cost: Description Amount in USD ($) Separation and conversion of (3)20 platform systems to 10 platform systems $174,941.50 Add Alternate: Description Amount in USD ($) Supply and Install of Fences $18,200 Standard Terms and Conditions Compensation and Payment Terms.Subject to the fee adjustments described below and to the lump sum limitations (if applicable),compensation shall be at Parkworks’standard hourly rates.If compensation is stated as a lump sum,the lump sum will be applicable only to the Scope of Services included herewith.Compensation for any optional or additional services will be at Parkworks’standard hourly rates plus reimbursable expenses,or a lump sum fee agreed to in writing in advance of performing the work.Client shall pay Parkworks for all services and reimbursable expenses within 30 days of the invoice date,without claim of setoff or deductions.Unless otherwise agreed,Parkworks will invoice every month based either on time expended or,where compensation is stated as a lump sum,based on the percentage of work completed. Retainer.The retainer amount,as required,shall be paid by Client to Parkworks upon execution of the Agreement. Late Charges.Interest and administrative charges of 1-1/2%per month will accrue 30 calendar days after the invoice date.Interest and administrative charges shall be in addition to the fees for professional services and reimbursable expenses. Invoice Approval.Client must notify Parkworks within 14 calendar days of the invoice date if Client objects to any portion of the invoice. Suspension of Work.Parkworks shall have the right,upon three (3)days prior written notice to Client,and without waiving any claim,to suspend work on the Project until all payments are current.Parkworks does not waive its right to suspend work at any time even if Parkworks previously elected to continue work. Taxes.If fees or other charges are subject to sales,gross receipt or similar taxes,Client shall be responsible for paying all such taxes. Mediation/Dispute Resolution.All claims and disputes arising out of or relating to this Agreement shall be resolved by good faith negotiations between the Client and Parkworks.If a good faith negotiation fails to resolve the matter,the Client and Parkworks shall seek a satisfactory resolution using a mutually agreeable independent third-party mediator.The Client and Parkworks agree that all disputes between them arising out of or relating to this Agreement shall be resolved through nonbinding mediation settled in and governed by the State of California unless the parties mutually agree otherwise. Miscellaneous.This Agreement constitutes the entire Agreement between the parties and supersedes all prior writings,discussions and communications relating to the subject matter hereof.This Agreement can only be modified by a written agreement or amendment signed by both parties.Parkworks shall render its services hereunder in the capacity of an independent contractor and not as an employee.If any provision hereof shall be invalid or unenforceable to any extent,then the remainder of this Agreement shall remain in full force and effect and the invalid or unenforceable provision shall be modified and interpreted in a manner so as to be enforceable to the greatest extent permitted by law.This Agreement shall be governed by and interpreted in accordance with the laws of The State of California. Access-to-Site.Parking must be provided for Parkworks service vehicles during and after installation.The owners are responsible for keeping the equipment free of dust and debris,oil and grease,they must be cleaned 2 times per year minimum. Mutual Exclusion of Special,Incidental,Indirect and Consequential Damages.To the fullest extent permitted by law,neither party shall be liable to the other party or anyone claiming by,through or under the other party,for any special,incidental,indirect or consequential damages whatsoever arising out of,resulting from,or in any way related to the Project or to this Agreement. Termination of Services.This agreement may be terminated by the Client or Parkworks should the other fail to perform its obligations hereunder.In the event of termination,the Client shall pay Parkworks for all services rendered to the date of termination,demobilization time,all reimbursable expenses,and reimbursable termination expenses. Ownership of Documents.All documents produced by the Parkworks Team under this agreement shall remain the property of Parkworks and may not be used by the Client for any other endeavor without the written consent of Parkworks. Limitation of Liability.In recognition of the relative risks,rewards and benefits of the project to both the Client and Parkworks,the risks have been allocated such that the Client agrees that,to the fullest extent permitted by law, and not withstanding any other provision of this Agreement,Parkworks’total liability,in the aggregate of the Consultant and the Consultant’s officers,directors,partners,employees and subconsultants,and any of them,to the Client and anyone claiming by or through the Client,for any and all claims,losses,costs and damages, including attorney’s fees and costs and expert witness fees and costs of any nature whatsoever or claims expenses resulting from or in any way related to the Project or Agreement from any cause or causes shall not exceed the total compensation received by the Consultant under this Agreement.It is intended that this limitation apply to any and all liability or cause of action however alleged or arising,unless otherwise prohibited by law. Indemnification.The Client shall,to the fullest extent permitted by law,indemnify and hold harmless Parkworks, his or her officers,directors,employees,agents and sub-consultants from and against all damage,liability and cost,including reasonable attorney's fees and defense costs,arising out of or in any way connected with the performance by any of the parties named of the services under this agreement,excepting only those damages, liabilities or costs attributable to the sole negligence or willful misconduct of Parkworks. 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3214 Name: Status:Type:Consent Item Passed File created:In control:9/24/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute a purchase order with Stryker Sales, LLC, in an amount not to exceed $65,335 for the purchase of emergency evacuation chairs and LifePAK automated external defibrillators for County Administration Buildings A and B located at 1025 and 1026 Escobar Street, Martinez, as recommended by the County Administrator based on findings of the Risk Management department. (100% General Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Monica Nino, County Administrator Report Title:Stryker Sales, LLC - Purchase Order for Emergency Safety Equipment for County Administration Buildings ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute a purchase order with Stryker Sales, LLC, in an amount not to exceed $65,335 for the purchase of eleven emergency evacuation chairs and eight LifePAK automated external defibrillators (AED) for County Administration Buildings A and B located at 1025 and 1026 Escobar Street, Martinez. FISCAL IMPACT: $65,335, 100% General Fund. The acquisition costs of the emergency safety equipment will be allocated to the tenant departments located within 1025 and 1026 Escobar Street. It is anticipated that 100% of these costs will be General Fund based on the budget composition of the departments at these locations. BACKGROUND: On April 6, 2022, Risk Management’s Americans with Disabilities Act (ADA) Public Access Coordinator provided the County Administrator’s Office with an ADA Public Access Report for the main County Administration Building at 1025 Escobar Street, Martinez. The ADA Public Access Report evaluated the accessibility of the emergency evacuation routes of 1025 Escobar Street for person with a range of disabilities and resulted in Risk Management recommending the purchase and installation of seven (7) Stryker evacuation chairs and four (4) AEDs. After further discussion, it was determined that the number of AEDs purchased CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3214,Version:1 should be increased to five (5); one for each floor of the building and one to be installed adjacent to the Board of Supervisors’ chambers. On August 16, 2024, Risk Management Safety and Loss Control recommended the purchase and installation of four (4) Styker evacuation chairs and three (3) AEDs for County Administration Building B at 1026 Escobar Street, Martinez as a result of a building walkthrough for ADA assessment completed on May 3, 2024. The quotes provided by Stryker Sales, LLC include the installation hardware with anti-theft devices and a $250 credit for one (1) older LifePAK AED that is no longer supported and was previously installed at 651 Pine Street, Martinez. Today’s action by the Board is due to the vendor terms and conditions for the purchase including a limitation of liability clause different from the standard form contract language of the County along with a clause making the agreement subject to the laws of the State of Michigan (the state in which the firm is headquartered). CONSEQUENCE OF NEGATIVE ACTION: Without the purchase of the equipment related to this action, the County will be unable to satisfy the findings of the Risk Management department’s Safety and Loss Control unit as described above. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3215 Name: Status:Type:Consent Item Passed File created:In control:9/26/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE the payment of $50,000 as an escrow deposit for the potential purchase of 2305 and 2313 Windy Springs Lane in Brentwood, CA (100% Measure X funds) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Monica Nino, County Administrator Report Title:Escrow Deposit for Potential Purchase of Land in Brentwood ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE the payment of $50,000 as an escrow deposit for the potential purchase of 2305 and 2313 Windy Springs Lane in Brentwood, CA. FISCAL IMPACT: Five million dollars in Measure X funding for the acquisition and construction of a youth center in District 3 was previously approved by the Board of Supervisors. The escrow deposit will come from those funds. BACKGROUND: Measure X funds were allocated by the Board of Supervisors to help purchase, lease and/or construct youth centers in Districts 3, 4 and 5. The County is investigating purchasing land at 2305 and 2313 Windy Springs Lane in Brentwood for the potential siting of a youth center for District 3. In order to continue the process of investigating the potential purchase of the land the County needs to open escrow with the potential seller and needs to provide a deposit of $50,000 to open escrow. If final purchase price and terms are agreed between the County and the seller, staff will return to the Board of Supervisors for authorization to make the purchase. CONSEQUENCE OF NEGATIVE ACTION: If we do not open escrow we will not be able to proceed with potentially purchasing the properties. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3215,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3196 Name: Status:Type:Consent Item Passed File created:In control:9/19/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the District Attorney, or designee, to execute a contract with Marinus Analytics LLC in an amount not to exceed $5,758 for a software application subscription with Traffic Jam, to assist in the investigation of suspected human trafficking cases for the period October 1, 2024 through September 30, 2025. (100% Federal) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Diana Becton, District Attorney Report Title:Marinus Analytics Subscription Agreement ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the District Attorney, or designee, to execute a Subscription Agreement with Marinus Analytics LLC in an amount not to exceed $5,758 for a Traffic Jam subscription to assist in the investigation of suspected cases of human trafficking for the period October 1, 2024 through September 30, 2025. FISCAL IMPACT: Approval of this action will result in expenditures of up to $5,758 to be funded 100% by a federal grant which is included in the FY2024-2025 Departmental Budget. BACKGROUND: Traffic Jam is a subscription software application used by law enforcement agencies to investigate suspected cases of human trafficking. Using proprietary algorithms, Traffic Jam scrapes open-source intelligence (data) from hundreds of websites advertising illicit sexual services, compiles that data, and provides a variety of advanced data analytics tools to search the compiled data by indicia of human trafficking and other criteria (phone numbers, image searches, locations, social media usernames, etc.). The application provides a highly efficient means of identifying victims of human trafficking and their traffickers and developing reliable evidence to prove human trafficking cases and to hold traffickers accountable. The value of the software is that it efficiently compiles data and provides highly effective tools to parse that data. If law enforcement had to conduct this research on a site-by-site basis, there would not be enough time in the day to identify and review even a small proportion of this data. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3196,Version:1 The Marinus Analytics Subscription Agreement includes limitation of liability and indemnification for the County to hold Marinus Analytics LLC harmless from any claims arising out of the performance under this agreement. CONSEQUENCE OF NEGATIVE ACTION: Without executing the Marinus Analytics Subscription Agreement, the District Attorney’s Office cannot access traffic jam subscription to efficiently investigate suspected cases of human trafficking. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3197 Name: Status:Type:Consent Item Passed File created:In control:8/29/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Employment and Human Services Director, a purchase order and related agreement with Allied Network Solutions, Inc., in an amount not to exceed $72,946 to purchase Cisco Intersight, used to manage County virtual servers network devises and storage infrastructure, for the period June 14, 2024 through June 13, 2026. (59% Federal, 35% State, 6% County) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Marla Stuart, Employment and Human Services Director Report Title:20-569-0 (Admin) Allied Network Solutions Inc. for Cisco Intersight ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Employment and Human Services Director, a purchase order and related agreement with Allied Network Solutions, Inc., to purchase Cisco Intersight, used to manage County virtual servers network devises and storage infrastructure, in an amount not to exceed $72,946 for the period June 14, 2024 through June 13, 2026. (59% Federal, 35% State, 6% County) FISCAL IMPACT: $72,946: 59% Federal, 35% State, 6% County General Fund, of which $36,473 is budgeted in FY24/25 and $36,473 will be budgeted in FY25/26. BACKGROUND: The Employment and Human Services Department (EHSD) seeks to renew its maintenance agreement with Cisco to use their Intersight product. This purchase enables EHSD and DoIT to have a single location to manage our virtual servers network devices and storage infrastructure. EHSD has approximately 200 Virtual servers to support services to our customers, 400 Network switches and routers, and a Large (120TB) network storge appliance. Cisco’s General Terms include a limitation of liability capping liability at the greater of fees paid in the past 12 months or $100,000. This vendor was selected per procurement requirements outlined in Administrative Bulletin 600.3. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3197,Version:1 CONSEQUENCE OF NEGATIVE ACTION: The County will be limited in its ability to effectively manage their network environment for their customers. CHILDREN'S IMPACT STATEMENT: This agreement supports all five of the community outcomes established in the Children's Report Card: (1) "Children Ready for and Succeeding in School"; (2) "Children and Youth Healthy and Preparing for Productive Adulthood"; (3)"Families that are Economically Self-Sufficient"; (4) "Families that are Safe, Stable and Nurturing"; and (5) "Communities that are Safe and Provide a High Quality of Life for Children and Families,” by supporting staff working directly with families and children. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3198 Name: Status:Type:Consent Item Passed File created:In control:9/13/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute an agreement with JUMP Technology Services, L.L.C., in an amount not to exceed $102,974 to provide software services for taking reports and managing Adult Protective Services cases for the period October 1, 2024 through September 30, 2026. (59% Federal, 35% State, 6% County) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Marla Stuart, Employment and Human Services Director Report Title:Contract #40-375-4 (AAS) JUMP Technology Services, L.L.C.- Software Services ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute an agreement with JUMP Technology Services, L.L.C., in an amount not to exceed $102,974 to provide software services for taking reports and managing Adult Protective Services cases for the period October 1, 2024 through September 30, 2026. FISCAL IMPACT: $102,974: 59% Federal, 35% State, and 6% County funds; $55,634 of which is budgeted in FY 24-25 and $47,340 of which will be budgeted in FY 25-26. BACKGROUND: On October 23, 2018, the Board approved item (C.44) authorizing a contract amendment with JUMP Technology Services L.L.C. to increase the payment limit by $80,000 to a new payment limit of $141,881 for a term of September 30, 2018 to September 30, 2020. This staff report is to execute a new agreement with mutual indemnification and limitation of liability for the period of October 1, 2024 through September 30, 2026, to provide software subscriptions, training, and technical assistance support of JUMP Technology Software, LEAPS. CONSEQUENCE OF NEGATIVE ACTION: Should the proposed action not be approved by the Board of Supervisors, the County will not be in compliance with the California Department of Social Services (CDSS), as Adult Protective Services (APS) is a mandated program, and counties are required to provide reporting to CDSS. LEAPS is the standard database for APS in the State. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3198,Version:1 CHILDREN’S IMPACT STATEMENT: This contract supports 4 and 5 of Contra Costa County’s community outcomes of the Children’s Report Card”, (4) "Families that are Safe, Stable and Nurturing"; and (5) "Communities that are Safe and Provide a High Quality of Life for Children and Families.” CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3199 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a non-financial Agreement with the Trustees of the California State University on behalf of California State University Long Beach to provide student internship placement(s) for practical social work field experience to eligible and enrolled Employment and Human Services Department Staff for the period October 1, 2024 through September 30, 2028. (No fiscal impact) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Marla Stuart, Employment and Human Services Director Report Title:CFS - Contract # 20-346-1 California State University Long Beach ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Employment and Human Services Director, or designee, to execute a non- financial Agreement with the Trustees of the California State University on behalf of California State University Long Beach to provide student internship placement(s) for practical social work field experience to eligible and enrolled Employment and Human Services Department Staff for the period October 1, 2024 through September 30, 2028. FISCAL IMPACT: This is a non-financial Agreement. BACKGROUND: California State University Long Beach (CSULB) College of Health and Human Services provides nursing, health services, paraprofessional training, and degree programs in the field of Social Work and desires its students to obtain practical experience at agency facilities to facilitate acquiring professional field experience. Employment and Human Services Department (EHSD) desires to renew the Agreement with CSULB to participate in CSULB’s student internship placement program in the field of Social Work whereby offering eligible and enrolled EHSD Staff the opportunity to gain practical field experience credits towards their CSULB Social Work degree. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3199,Version:1 On November 20, 2020 the Board of Supervisors approved an Agreement with CSULB to provide student internship placements for social work field experience for the period October 1, 2020 through September 30, 2024 (C.23). This Agreement will renew the prior approved Agreement for a term October 1, 2024 through September 30, 2028. This Agreement contains non-standard legal responsibility indemnification and insurance language, which has been reviewed and approved by County’s County Counsel and Risk Management Departments. CHILDREN'S IMPACT STATEMENT: This contract supports all five of the community outcomes established in the Children's Report Card: 1) "Children Ready for and Succeeding in School"; 2) "Children and Youth Healthy and Preparing for Productive Adulthood"; 3) "Families that are Economically Self Sufficient"; 4) "Families that are Safe, Stable and Nurturing"; and 5) "Communities that are Safe and Provide a High Quality of Life for Children and Families" by providing higher education learning opportunities to eligible and enrolled EHSD Staff to support these outcomes. CONSEQUENCE OF NEGATIVE ACTION: EHSD would not be able to provide field experience to EHSD Social Worker Staff to support professional development in obtaining higher education and potential career advancement opportunities within EHSD and the County. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3200 Name: Status:Type:Consent Item Passed File created:In control:9/3/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Employment and Human Services Director, a purchase order and related agreement with CDW Government LLC in an amount not to exceed $20,693 for the purchase of Optiv, Forcepoint Web Security, subject to the terms of CDW Government’s network security products license agreement, for the period February 23, 2024 through February 22, 2027. (59% Federal, 35% State, 6% County) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Marla Stuart, Employment and Human Services Director Report Title:20-545-0 (Admin) CDW-G Optiv Security, Inc. Purchase Order ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Employment and Human Services Director, a purchase order and related agreement with CDW Government LLC for the purchase of Optiv, Forcepoint Web Security, subject to the terms of CDW Government’s network security products license agreement, in an amount not to exceed $20,693 for the period February 23, 2024 through February 22, 2027. FISCAL IMPACT: $20,693: 59% Federal, 35% State, 6% County General Fund, all of which is budgeted in FY 24/25. BACKGROUND: The Employment and Human Services Department (EHSD), seeks to renew the software package for web filtering and security for personal computers used by the public at multiple sites. This purchase enables EHSD IT to filter, block, and real-time content scanning for internet traffic on our PCs used by the public. This product allows authentication and enforcement settings that secure our public network. This will keep offensive and inappropriate content from being displayed in public areas. This purchase order includes a service agreement that includes a limitation of liability. This vendor was selected per procurement requirements outlined in Administrative Bulletin 600.3. This action is late due to staffing shortages in EHSD’s contracts unit. CONSEQUENCE OF NEGATIVE ACTION: CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3200,Version:1 The County will be restricted in its ability to keep offensive and inappropriate content from being displayed on computers accessed by the public. CHILDREN'S IMPACT STATEMENT: This agreement supports all five of the community outcomes established in the Children's Report Card: (1) "Children Ready for and Succeeding in School"; (2) "Children and Youth Healthy and Preparing for Productive Adulthood";(3)"Families that are Economically Self-Sufficient"; (4) "Families that are Safe, Stable and Nurturing"; and (5) "Communities that are Safe and Provide a High Quality of Life for Children and Families,” by supporting staff working directly with families and children. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:224-3195 Name: Status:Type:Consent Item Passed File created:In control:9/25/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:Acting as the governing Board of the Crockett-Carquinez Fire Protection District, APPROVE and AUTHORIZE the Fire Chief, or designee, to apply for and accept grant funding in an amount up to $170,000 from the Crockett Community Foundation, a nonprofit corporation, procure a new boiler and air conditioning system, and execute an agreement for installation. (10% CCFPD match) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 2 Pass To:Board of Supervisors From:Monica Nino, County Administrator Report Title:Crockett-Carquinez Grant Opportunity and HVAC Equipment Acquisition ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: Acting as the governing Board of the Crockett-Carquinez Fire Protection District (District), APPROVE and AUTHORIZE the Fire Chief, or designee, to apply for and accept grant funding in an amount up to $170,000 from the Crockett Community Foundation, a nonprofit corporation, procure a replacement boiler and air conditioning system, and execute an agreement for installation. FISCAL IMPACT: Approval of this request will allow the Fire Chief to apply for, and if awarded, receive grant funding of up to $170,000, which would provide monies necessary to procure a replacement boiler and new air conditioning system and installation. Award of funding would require the District to provide a match of 10% of the total grant amount awarded. BACKGROUND: The Crockett-Carquinez Fire Protection District has the opportunity to apply for grant funding from the Crockett-Carquinez Community Foundation and would benefit from replacing their current boiler system and purchasing air conditioning equipment. If awarded, the grant would provide up to 90% of the cost for a replacement boiler, a new air conditioning system, and installation. The remaining 10% of the costs would be covered by District revenues. Receipt of grant funding will allow the District to retire the current boiler system located at Station 78, which does not provide air conditioning and maintenance repairs are no longer cost effective. If awarded sufficient funding, the District could also purchase new air conditioning equipment. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3195,Version:2 The District is also requesting approval to expend grant funding received for the purchase and installation of a new boiler and air conditioning system. CONSEQUENCE OF NEGATIVE ACTION: The District will not be able to receive grant funding and use it towards much needed facility HVAC upgrades. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3183 Name: Status:Type:Consent Item Passed File created:In control:9/16/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent, or designee, to purchase, on behalf of the Health Services Director, 876 Albertsons gift cards for a total amount not to exceed $24,966 to be used as incentives for consumer participation in Mental/Behavioral Health Services Act-Prop 63 planning processes. (100% Mental/Behavioral Health Services Act) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Gift Cards for Consumer Participation of Mental Health Services Act -Prop 63 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent, or designee, to purchase, on behalf of the Health Services Director, 876 Albertsons gift cards each with a $30 value with a five percent discount totaling $24,966 to be used as an incentive for consumer participation in Mental/Behavioral Health Services Act-Prop 63 (MHSA) planning processes. FISCAL IMPACT: This $24,966 expenditure will be funded by MHSA-Prop 63 funding. There is no impact to County General Fund. BACKGROUND: Proposition 63, the Mental Health Services Act, was passed by voters on November 2, 2004. This proposition imposes an additional 1% tax on taxable personal income above $1 million to provide dedicated funding for expansion of mental health services and programs. Gift Cards are provided to mental health consumers and family members as an incentive for ongoing and meaningful participation and involvement as full partners in the MHSA planning processes, from the inception of the planning through implementation and evaluation of identified activities. State Department of Mental Health Letter Number 05-01 requires the participation of mental health consumers and family members in this process. Additionally, counties must continue to be engaged in ongoing community planning processes for MHSA annual plan updates and for any new MHSA plan. As such, to obtain broader stakeholder input, gift cards allow the county to provide a way to reward those mental health consumers and their family members who so willingly volunteer many hours to participate in the myriad of MHSA planning CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3183,Version:1 processes. Gift cards help offset potential costs and financial burden associated with meeting participation including, but not limited to transportation and meals. The gift cards will be administered in accordance with the requirements outlined in Administrative Bulletin #615. CONSEQUENCE OF NEGATIVE ACTION: If there are no incentives available, consumer and family member participation and involvement may decrease during the Community Program Planning Process, which is a required component for the Mental Health Services Act (MHSA) Three-Year Program and Expenditure Plan. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3184 Name: Status:Type:Consent Item Passed File created:In control:9/12/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Health Services Director, a purchase order with AT&T Mobility Wireless Operations Holdings Inc. in an amount not to exceed $330,000 for the purchase of mobility equipment, accessories, and wireless services for the period of July 1, 2024 through June 30, 2027. (100% Hospital Enterprise Fund I) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Purchase Order with AT&T Mobility Wireless Operations Holdings Inc. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent, or designee, to execute on behalf of the Health Services Director, a purchase order with AT&T Mobility Wireless Operations Holdings Inc. dba AT&T in an amount not to exceed $330,000 for the purchase of mobility equipment, accessories, and wireless services for the period of July 1, 2024 through June 30, 2027. (100% Hospital Enterprise Fund I) FISCAL IMPACT: Approval of this purchase will result in expenditures of up to $330,000 over a three-year period and will be funded 100% by Hospital Enterprise Fund I revenues. BACKGROUND: Contra Costa Health (CCH) Information Technology (IT) handles purchasing of AT&T mobility equipment and accessories for CCH. All mobility devices purchased from AT&T are equipped with AT&T FirstNet. FirstNet is a national public safety broadband network specifically developed and operated by AT&T, providing comprehensive tower-to-core encryption to enhance security for healthcare workers. This purchase will be governed by cooperative agreements between the State of California and AT&T (Participating Addendum PA-2022-WDV-AT&T) and the State of Utah and AT&T (NASPO ValuePoint Master Agreement MA149). The State of California cooperative agreement limits the liability of AT&T to the amounts paid by County to AT&T, excluding claims for infringement and bodily injury/death. CONSEQUENCE OF NEGATIVE ACTION: Opting not to use AT&T FirstNet for purchasing mobility equipment, accessories and wireless services may CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3184,Version:1 result in reduced communication effectiveness, decreased reliability and security, potential coverage gaps, and higher costs. For public health and emergency response agencies, these factors are critical, as effective communication is essential for saving lives and maintaining public health during emergencies and disasters. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3185 Name: Status:Type:Consent Item Passed File created:In control:7/25/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract amendment with Surescripts, LLC, to increase the payment limit to $140,000 and extend the term through June 30, 2027 and for successive one year terms thereafter for secure, electronic prescription data messaging services for Contra Costa Health. (100% Hospital Enterprise Fund I) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Amendment/Extension #23-714-1 with Surescripts, LLC ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director,or designee,to execute on behalf of the County an amendment to Contract #23-714 with Surescripts,LLC,a Delaware limited liability company,to increase the contract payment limit to $140,000 and to extend the termination date to June 30,2027,and for successive (1) year renewal terms thereafter until termination,for secure,electronic prescription data messaging services for Contra Costa Health (CCH). FISCAL IMPACT: Approval of this Amendment will result in additional expenditures of up to $140,000 and will be funded as budgeted by the department in FY’s 2024-27, by 100% Hospital Enterprise Fund I (Rate increase). BACKGROUND: This Contract meets the needs of CCH by providing information system products or services,some of which allow for a secure e-prescription messaging platform shared amongst health care providers.Under purchase order,on February 9,2012,CCH entered into a Prescriber Connectivity Agreement (PCA)with Surescripts LLC.,to participate in the Surescripts clinical network to access,among other services,Surescripts clinical network services,including prescription routing services,prescription history,and benefits services.On November 1,2016,Amendment No.1 was executed to amend the PCA to enable CCH to participate in Surescripts National Record Locator Service.On August 15,2017,the parties executed Amendment No.2 to the PCA to add Clinical Direct Messaging (CDM)Service.On October 31,2019,the parties executed Amendment No.3 to the PCA to allow CCH to use the Surescripts Real-Time Prescription Benefit service.On September 30,2020,the parties executed Amendment No.5 to the PCA to enable CCH to use Surescripts Electronic Prior Authorization service through the Surescripts network,permitting end-users to engage in an CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 3 powered by Legistar™ File #:24-3185,Version:1 electronic prior authorization transaction with a pharmacy benefit manager. On May 11,2021,the Board of Supervisors approved Contract #23-714 (a zero-dollar contract)with Surescripts,containing mutual indemnification to hold harmless both parties for any claims arising out of breach,for the provision of its secure messaging platform services for the period April 1,2021,through March 31, 2024. CCH has been contracting with this vendor since February 2012 for its services concerning patient medication history,with the record locator and exchange feature affording the ability to identify where patients have received care and locates medical records shared through CareQuality.This national census-based interoperability framework facilitates information exchange amongst health data networks. This Contractor was approved as a sole source contractor by the Public Works Department’s Purchasing Division on May 14,2024.CCH will monitor measurable service contract deliverables with outcomes required of the Contractor.CCH’s access to subscribed services (such)as acute service for accessing patient medication history and national record locator services for obtaining provider information,will be monitored by the department in compliance with Section III(B)(7)of the Purchasing Policy.Current service offerings include Medication History Acute,National Record Locator,Clinical Direct Messaging,Real-time Prescription Benefit Service,and Electronic Prior Management Services.This Contract was approved by CCH Personnel to ensure no conflict with labor relations. On May 11,2021,the Board of Supervisors approved Contract 23-714 (Amendment #6 to the PCA)with Surescripts,which states that as of May 1,2021,the County shall pay Surescripts for access to its CDM clinical network services from April 1,2021,through March 31,2024.After executing Amendment #6,CCH received invoice credits from SureScripts due to spikes in messaging sent during the COVID-19 pandemic.CCH has been utilizing the credit(s) to offset monthly fees. Under this Amendment #23-714-1,the parties will append the County’s HIPAA Business Associate Addendum (to the PDA),increase the Contract payment limit from $0 to $140,000,and allow the Contractor to provide its CDM clinical network services through June 30,2027 (and for successive (1)year renewal terms thereafter until termination).The division is requesting a retroactive date for this Amendment due to delays caused by the negotiations between the parties. CONSEQUENCE OF NEGATIVE ACTION: If this Amendment is not approved,CCH will not have access to the Contractor’s secure messaging platform used by CCH for secure,electronic prescription clinical messaging,including the medication history acute service offering allowing for accurate medication history to flow directly into the ambulatory care workflow, potentially jeopardizing patient care. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 3 powered by Legistar™ File #:24-3185,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 3 of 3 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3186 Name: Status:Type:Consent Item Passed File created:In control:9/13/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Contra Costa Community College District for the County to provide HIV and Sexually Transmitted Infections testing and education at Diablo Valley College, Los Medanos College and Contra Costa Community College for the period October 1, 2024 through September 30, 2026. (Non-financial agreement) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title: Agreement #72-240 with Contra Costa Community College District ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director, or designee, to execute on behalf of the County Agreement #72-240 with Contra Costa Community College District, for the County to provide HIV and Sexually Transmitted Infection (STI) testing and education at the three community colleges (Diablo Valley College, Los Medanos College and Contra Costa Community College), for the period from October 1, 2024 through September 30, 2026. FISCAL IMPACT: None, this is a non-financial agreement. BACKGROUND: This agreement is being established to formalize a partnership between the County’s Health Services Department (CCH) and Contractor to implement a no-cost HIV and STI testing and education program on-site at each of the three (3) community colleges. The mission of CCH HIV/STI Program is to prevent the spread of HIV and other STI and reduce the impact of these infections by coordinating countywide education, prevention, testing and care services. Services may include rapid testing for HIV, hepatitis C and syphilis; laboratory-based testing for gonorrhea and chlamydia, risk reduction and education, HIV Pre-exposure Prophylaxis (PreEP) outreach and education, free condoms and lubricants, and resources and direct linkage to access services with CCH. Approval of this Agreement will allow the County to provide HIV and STI testing and education services at the three community colleges, through September 30, 2026. The Agreement includes both parties to indemnify, defend and hold harmless the other party and their officers, agents and employees against all claims, demands, CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3186,Version:1 actions, costs (including attorney’s fees) and liabilities arising from or related to, and in proportion to, the negligence, willful misconduct or omissions of said party, its officers, agents or employees. CONSEQUENCE OF NEGATIVE ACTION: If this contract is not approved, County will not receive the necessary funding to support the reduction in HIV and STI infection in the community. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3187 Name: Status:Type:Consent Item Passed File created:In control:9/16/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Planned Parenthood: Shasta-Diablo, Inc. (dba Planned Parenthood Northern California), in an amount not to exceed $5,000,000 to provide obstetrics and gynecology, family planning and behavioral health treatment services for Contra Costa Health Plan members for the period October 1, 2024 through September 30, 2025. (100% Contra Costa Health Plan Enterprise Fund II) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Contract #27-168-20 with Planned Parenthood: Shasta-Diablo, Inc. (dba Planned Parenthood Northern California) ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director, or designee, to execute on behalf of the County Contract #27-168-20 with Planned Parenthood: Shasta-Diablo, Inc. (dba Planned Parenthood Northern California), a non-profit corporation, in an amount not to exceed $5,000,000, to provide obstetrics and gynecology (OB/GYN), family planning and behavioral health treatment services for Contra Costa Health Plan (CCHP) members, for the period October 1, 2024 through September 30, 2025. FISCAL IMPACT: This Contract will result in annual contractual service expenditures of up to $5,000,000 and will be funded 100% by CCHP Enterprise Fund II revenues. BACKGROUND: CCHP has an obligation to provide certain medical specialist health care services, including OB/GYN, family planning and behavioral health services for its members under the terms of their Individual and Group Health Plan membership contracts with the county. This Contractor has been a member in the CCHP Provider Network providing the OB/GYN, family planning and behavioral health treatment services and fostering a deep understanding of CCHP organizations mission, values and long term objections since November of 2007. This Contract is entered into under and subject to the following legal authorities: California Government Code §§ 26227 and 31000; Health and Safety Code § 1451. Health Services Personnel approved this Contract to ensure there is no conflict with labor relations. Contractor shall cooperate with and participate in CCHP’s CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3187,Version:1 Quality Improvement activities to improve the quality of care and services and Member experience. Cooperation includes collection and evaluation of performance measurement data and participation in the organization’s clinical and service measure Quality Improvement programs. Per Administrative Bulletin 600.3 CCHP physician services are exempt from solicitation requirements. On August 1, 2023, the Board of Supervisors approved Contract #27-168-19 with Planned Parenthood: Shasta- Diablo, Inc. (dba Planned Parenthood Northern California), in an amount not to exceed $5,000,000 to provide obstetrics and gynecology, family planning and behavioral health treatment services for Contra Costa Health Plan members for the period October 1, 2023 through September 30, 2024. Approval of Contract #27-168-20 will allow Contractor to continue to provide OB/GYN, family planning and behavioral health treatment services for CCHP members through September 30, 2025. CONSEQUENCE OF NEGATIVE ACTION: If this Contract is not approved, certain specialized health care services including OB/GYN, family planning and behavioral health treatment services will not be provided to CCHP members by this Contractor and may limit access to these services to members. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3188 Name: Status:Type:Consent Item Passed File created:In control:9/17/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Attentive Cognitive and Mental Health Services Psychology Inc., in an amount not to exceed $400,000 to provide behavioral health therapy and neuropsychological testing services for Contra Costa Health Plan members and County recipients for the period November 1, 2024 through October 31, 2026. (100% Contra Costa Health Plan Enterprise Fund II) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Contract #77-714 with Attentive Cognitive and Mental Health Services Psychology Inc. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director,or designee,to execute on behalf of the County Contract #77-714 with Attentive Cognitive and Mental Health Services Psychology Inc.,a corporation,in an amount not to exceed $400,000,to provide behavioral health services -therapy and neuropsychological testing services for Contra Costa Health Plan (CCHP)members and County recipients,for the period November 1, 2024 through October 31, 2026. FISCAL IMPACT: Approval of this Contract will result in contractual service expenditures of up to $400,000 over a two-year period and will be funded 100% by CCHP Enterprise Fund II revenues. BACKGROUND: CCHP has an obligation to provide certain behavioral health services -therapy and neuropsychological testing services for its members under the terms of their Individual and Group Health Plan membership contracts with the County.The Department of Health Care Services (DHCS)has added behavioral health therapy services to the list of medically necessary outpatient mental health services.Neuropsychological testing services are mandated by State and Federal regulations.This Contractor will join the CCHP Provider Network to provide these services and foster a deep understanding of the CCJHP organizations mission,values,and long-term objectives starting November 1,2024.This Contract is entered into under and subject to the following legal authorities:California Government Code §§26227 and 31000;Health and Safety Code §1451.Health Services Personnel approved this contract to ensure no conflicts with labor relations. The nature of the behavioral health services -therapy and neuropsychological testing services needed is CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3188,Version:1 The nature of the behavioral health services -therapy and neuropsychological testing services needed is complex and requires seamless coordination,integration and collaboration with existing programs and systems. This Contract will maintain comprehensive area coverage for the entire CCHP membership and meet the Knox- Keene Act,time and distance mandate required by the State of California Department of Managed Health Care (DMHC)services.Contractor currently cooperates with and participates in CCHP’s Quality Management Program which consists of quality improvement activities to improve the quality of care and services and member experience.Cooperation includes collection and evaluation of performance measurement data and participation in the organization’s clinical and service measure Quality Improvement Programs.These contracted services were determined to be exempt from Administrative Bulletin 600.3 solicitation requirements by the Public Works Department’s Purchasing Division. Under new Contract #77-714 will allow the Contractor to provide behavioral health services -therapy and neuropsychological testing services for CCHP members and County recipients through October 31, 2026. CONSEQUENCE OF NEGATIVE ACTION: If this Contract is not approved,certain behavioral health services -therapy and neuropsychological testing services for CCHP members under the terms of their Individual and Group Health Plan membership contracts with the County will not be provided and may cause a delay in services to CCHP members. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3189 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract amendment with Perseus Corporation, to increase the payment limit by $120,312 to an amount not to exceed $301,280, and extend the term through June 30, 2025 for additional consultation and technical assistance regarding third-party cost reports. (100% Hospital Enterprise Fund I) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Amendment/Extension #23-419-19 with Perseus Corporation ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director, or designee, to execute on behalf of the County Contract Amendment/Extension #23-419-19 with Perseus Corporation, a corporation, effective October 31, 2024, to increase the payment limit by $120,312, from $180,968, to a new payment limit of $301,280 and to extend the termination date from October 31, 2024 to June 30, 2025 for additional consultation and technical assistance regarding third-party cost reports. FISCAL IMPACT: Approval of this Amendment will result in additional annual expenditures of up to $120,312 and will be funded as budgeted by the department in FY 2024-25, by 100% Hospital Enterprise Fund I revenues. BACKGROUND: This Contract meets the social needs of County by providing consultation and technical assistance regarding third party cost reports and acting as the primary liaison between the Health Services Department and the State and Federal government with regard to all interactions, audits, review of cost reports and/or claims filed. This Contract is entered into under and subject to the following legal authorities: California Government Code §§ 26227 and 31000; and all legal authorities cited in the HIPAA Business Associate Addendum, which is attached hereto and incorporated herein by reference. Personnel approved this Contractor ensure no conflicts with labor relations. Theses contracted service were determined to be exempt from Administrative Bulletin 600.3 solicitation requirements by Public Works Department’s Purchasing Division. In September 2023, the County Administrator approved, and the Purchasing Service Manager executed contract #23-419-18 with Perseus Corporation in the amount $180,968, for the provision of consultation and technical CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3189,Version:1 assistance regarding third-party cost reports for the period November 1, 2023 through October 31, 2024. Approval of Contract Amendment Agreement #23-419-19 will allow the Contractor to continue to consultation and technical assistance regarding third-party cost reports and acting as the primary liaison between the Health Services Department and the State and Federal government with regard to all interactions, audits, review of cost reports and/or claims filed through June 30, 2025. CONSEQUENCE OF NEGATIVE ACTION: If this contract is not approved, the Contractor will not provide oversight and review of third-party cost reports that the Department is required to file with federal and state agencies. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3190 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Thomas J. McDonald, MD Inc., in an amount not to exceed $600,000 to provide ophthalmology services to Contra Costa Health Plan members and County recipients for the period November 1, 2024 through October 31, 2027. (100% Contra Costa Health Plan Enterprise Fund II) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Agreement #77-382-3 with Thomas J. McDonald, MD Inc. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director, or designee, to execute on behalf of the County Contract #77-382-3 with Thomas J. McDonald, MD Inc., a professional corporation, in an amount not to exceed $600,000, to provide ophthalmology services for Contra Costa Health Plan (CCHP) for the period from November 1, 2024 through October 31, 2027. FISCAL IMPACT: Approval of this this Contract will result in contractual service expenditures of up to $600,000 over a three-year period and will be funded as budgeted by the department 100% by Contra Costa Health Plan Enterprise Fund II revenues. BACKGROUND: CCHP has an obligation to provide certain specialized health care services for its members under the terms of their Individual and Group Health Plan membership contracts with the county. This Contractor has been a member in the CCHP Provider Network providing ophthalmology services and fostering a deep understanding of the CCHP organizations mission, values, and long-term objectives since August 1, 2021. This Contract is entered into under and subject to the following legal authorities: California Government Code §§ 26227 and 31000; and Health and Safety Code § 1451. Health Services Personnel approved this contract to ensure there is no conflict with labor relations. Contractor currently cooperates with and participates in CCHP’s Quality Management Program which consists of quality improvement activities to improve the quality of care and services and member experience. Cooperation includes collection and evaluation of performance measurement data and participation in the organization’s clinical and service measure Quality Improvement Programs. Per Administrative Bulletin 600.3 CCHP Physician services are exempt from solicitation CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3190,Version:1 requirements. In October 2022, the County Administrator approved and the Purchasing Services Manager executed Contract #77-382-2 with Thomas J. McDonald, MD Inc., in an amount not to exceed $200,000, for the provision of ophthalmology services for CCHP members and County recipients for the period November 1, 2022 through October 31, 2024. Approval of Contract #77-382-3 will allow the Contractor to continue to provide ophthalmology services to CCHP members and County recipients through October 31, 2027. CONSEQUENCE OF NEGATIVE ACTION: If this Contract is not approved certain specialized ophthalmology services for CCHP member under the terms of their Individual and Group Health Plan membership with the County will not be provided and services may be delayed. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3191 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract with Psynergy Programs, Inc., in an amount not to exceed $873,462 to provide residential care services for the period July 1, 2024 through June 30, 2025. (88% Mental Health Realignment; 12% Mental/Behavioral Health Services Act) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Contract #74-571-10 with Psynergy Programs, Inc. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director,or designee,to execute on behalf of the County Contract #74-571-10 with Psynergy Programs,Inc.,a corporation,in an amount not to exceed $873,462,to provide residential care services to adults diagnosed with Serious Mental Illness (SMI)and Serious Persistent Mental Illness (SPMI), for the period July 1, 2024 through June 30, 2025. FISCAL IMPACT: Approval of this Contract will result in annual budgeted expenditures of up to $873,462 for and will be funded by 88% Mental Health Realignment and 12% Behavioral Health Services Act revenues. BACKGROUND: This Contract meets the social needs of County’s population by providing community-based residential care services focusing on adults diagnosed with SMI and SPMI who are stepping down from the Institutes for Mental Diseases (IMD)levels of care and transitioning back into the community.The Contractor has been providing these services since September 2018.The Contractor has been providing these services since September 2018. This Contract is entered into under and subject to the following legal authorities:California Government Code §§26227;California Code of Regulations,Title 9,Section 523 et seq.;California Welfare and Institutions Code Section (5600 et.seq.,known as The Bronzan-McCorquodale Act).The Behavioral Health’s Quality Management,Utilization Management and Contract Monitor staff meet on a regular basis to ensure monitoring and performance measures in the Contract are upheld.This Contract was approved by Health Services Personnel to ensure there is no conflict with labor relations. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3191,Version:1 This provider was selected in collaboration with community stakeholder advisory bodies and was approved as part of the comprehensive Behavioral Health Services Act Three-Year Plan as required by State regulation. Providers interested in providing specialized services were invited proactively to participate in program development and offered the opportunity to submit interest at dozens of publicly noticed meetings.The services and vendors were identified in the formal Three-Year plan was approved on the following schedule that was noticed to the public and approved by the Board on August 1,2023.The Three-Year plan was posed for public comment from June 5,2023 through July 5,2023,there was a Public Hearing at the Mental Health Commission meeting on July 5, 2023, and it was approved by the Board of Supervisors on August 1, 2023. On October 17,2023,the Board of Supervisors approved Novation Contract #74-571-8 with Psynergy Programs,Inc.,in an amount not to exceed $450,267,for the provision of residential and mental health services to adults diagnosed with SMI and SPMI, for the period July 1, 2023 through June 30, 2024. On April 22,2024,the Board of Supervisors approved Contract Amendment Agreement #74-571-9 with Psynergy Programs,Inc.,effective March 1,2024,to increase the payment limit by $205,000 to a new payment limit of $655,267 for additional services, with no change in the term ending June 30, 2024. Approval of Contract #74-571-10 will allow the Contractor to continue providing residential care services through June 30,2025.The delay in the processing of this Contract was due to on-going negotiations between the Department and Contractor. CONSEQUENCE OF NEGATIVE ACTION: If this Contract is not approved,there will be fewer residential care services available for adults diagnosed with SMI or SPMI as the County solicits and engages an alternative Contractor. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3192 Name: Status:Type:Consent Item Passed File created:In control:9/19/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract amendment with Schilling and Associates, Inc., for amended consultation and technical assistance services regarding operation and function of quality, safety and performance improvement for Contra Costa Health with no change in the payment limit of $1,188,000 or term ending October 31, 2026. (100% Hospital Enterprise Fund I) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Amendment #76-802-3 with Schilling and Associates, Inc. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director, or designee, to execute on behalf of the County Contract Amendment #76-802-3 with Schilling and Associates, Inc., a corporation, effective October 1, 2024, for additional consultation and technical assistance regarding operation and function of quality, safety and performance improvement for Contra Costa Health (CCH), with no change in the payment limit of $1,188,000 or the term of November 1, 2024 through October 31, 2026. FISCAL IMPACT: Approval of this Amendment will not change the original payment limit of $1,188,000 over a 3-year period and will be funded 100% by Hospital Enterprise Fund I. (No rate increase) BACKGROUND: The Department went through an extensive recruitment process multiple times over a long period of time with no qualified candidate found prior to considering contracted candidates for the role. This role is an exempt is not impacted by labor considerations. It is critical to engage a high-quality professional to ensure all state and federal requirements are met annually including meeting CDPH and Joint Commission standards, on which our continued ability to provide healthcare to all our patients depends. Given the need for regulatory compliance and Ms. Schilling’s historical performance and success we are requesting continuity of her service. This contract was approved by the Public Works Department’s Purchasing Manager on August 22, 2023. Approval of this contract will allow contractor to plan and manage quality department and staff for CCH, including quality, patient safety, clinical risk management, performance improvement, patient experience, care management, regulatory, complaints and grievances, population health, peer review, and quality analytics. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3192,Version:1 On October 24, 2023, the Board of Supervisors approved Contract #76-802-1 with Margaret E. Schilling, in an amount not to exceed $1,188,000, to provide Chief Quality Officer services at CCRMC and Health Centers, for the period November 1, 2022 through October 31, 2023. In November 2023, the County Administrator approved Assignment #76-802-2 which assigned the agreement to Schilling and Associates, Inc. Approval of this Amendment Agreement #76-802-3 will allow the contractor to provide an additional level of services to CCH including operation and function of quality, safety and performance improvement, through October 31, 2026. CONSEQUENCE OF NEGATIVE ACTION: If this contract is not approved, the Department will not have the necessary management and oversight of the quality and safety and performance improvement programs for CCH. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3193 Name: Status:Type:Consent Item Passed File created:In control:9/19/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Health Services Director, or designee, to execute a contract amendment with Locumtenens.com, to increase the payment limit by $750,000 to an amount not to exceed $2,750,000 to provide additional temporary physician services at Contra Costa Regional Medical and Health Centers with no change in the term ending December 31, 2024. (100% Hospital Enterprise Fund I) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Amendment #26-395-34 with Locumtenens.com, LLC ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Health Services Director, or designee, to execute on behalf of the County Contract Amendment Agreement #26-395-34, with Locumtenens.com, LLC, a limited liability company, effective October 1, 2024, to amend Contract #26-395-33, to increase the payment limit by $750,000, from $2,000,000 to a new payment limit of $2,750,000 to provide additional temporary locum tenens physician services at Contra Costa Regional Medical Center (CCRMC) and Contra Costa Health Centers with no change in the term of January 1, 2024 through December 31, 2024. FISCAL IMPACT: Approval of this Amendment will result in additional service expenditures of up to $750,000 and will be funded 100% by Hospital Enterprise Fund I. (No rate increase) BACKGROUND: CCRMC and Contra Costa Health Centers have an obligation to provide physician services to patients. Therefore, County contracts with temporary help firms to ensure patient care is provided during peak loads, temporary absences, vacations or emergency situations when full staffing is required. This Contractor was chosen for its locum tenens staffing services and began providing services on August 1, 2001, and has been providing temporary services on a continual basis, to the County as needed, for over 20 years. This Contract is entered into under and subject to the following legal authorities: California Government Code §§ 26227 and 31000. Health Services Personnel approved this Contract to ensure no conflicts with labor relations. CCRMC’s Quality Management, Utilization Management and Contract Monitor Staff meet on a regular basis to ensure monitoring and performance measures in the Contract are upheld. Per Administrative Bulletin 600.3 CCRMC Physician services are exempt from Solicitation requirements. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3193,Version:1 On February 27, 2024, the Board of Supervisors approved Contract #26-395-33 with Locumtenens.com, LLC, in the amount of $2,000,000 to provide temporary locum tenens physician services at CCRMC and Contra Costa Health Centers during peak loads, temporary absences, vacations or emergency situations, for the period January 1, 2024 through December 31, 2024. Approval of Amendment Agreement #26-395-34 will allow the Contractor to provide additional temporary locum tenens physician services through December 31, 2024. This Amendment includes services provided by represented classifications and the County has met its obligations with the respective labor partner(s). CONSEQUENCE OF NEGATIVE ACTION: If this Amendment is not approved, County will not receive additional hours of services from this Contractor and physician staffing requirements may not be met. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3194 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE the new medical staff, allied health, and tele-radiologist appointments and reappointments, additional privileges, medical staff advancement, and resignations as recommended by the Medical Staff Executive Committee, at their September 16, 2024 meeting, and by the Health Services Director. (No fiscal impact) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Anna Roth, Health Services Director Report Title:Medical Staff Appointments and Reappointments - September 16, 2024 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE the new medical staff, allied health, and tele-radiologist appointments and reappointments, additional privileges, medical staff advancement, and resignations as recommended by the Medical Staff Executive Committee, at their September 16, 2024 meeting, and by the Health Services Director. FISCAL IMPACT: There is no fiscal impact for this action. BACKGROUND: The Joint Commission on Accreditation of Healthcare Organizations has requested that evidence of Board of Supervisors approval for each Medical Staff member be placed in his or her Credentials File. The above recommendations for appointment/reappointment were reviewed by the Credentials Committee and recommended by the Medical Executive Committee. CONSEQUENCE OF NEGATIVE ACTION: If this action is not approved, the Contra Costa Regional Medical and Contra Costa Health Centers' medical staff would not be appropriately credentialed and not be in compliance with The Joint Commission on Accreditation of Healthcare Organizations. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 1 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-2667 Name: Status:Type:Consent Item Passed File created:In control:9/4/2024 BOARD OF SUPERVISORS On agenda:Final action:9/11/2024 10/1/2024 Title:Acting as the governing board of the Contra Costa Housing Authority; APPROVE and AWARD a contract in the amount of $112,000 plus up to $11,200 for contingencies as authorized by the Housing Authority Executive Director to A&R Construction for the repair of four fire-damaged units located in the Elder Winds public housing development in the City of Antioch, and TAKE related actions. (100% U.S. Housing and Urban Development funds) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Contra Costa County Housing Authority Board of Commissioners From:Joseph Villarreal, Executive Director Report Title:AWARD OF CONSTRUCTION CONTRACT FOR THE REPAIR OF 4 FIRE-DAMAGED UNITS LOCATED IN THE ELDER WINDS DEVELOPMENT IN ANTIOCH ☐Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: (1)APPROVE plans, specifications, and design to rehabilitate four (4) fire-damaged units, Units A109, A110, A209, and A210, located in the Elder Winds Public Housing Development at 2100 Buchanan Road, in Antioch, CA. (2)AWARD the construction contract for the above project to A&R Construction (A&R) in the amount of $112,000.01 and DIRECT that A&R shall present two good and sufficient surety bonds contractor shall present two good and sufficient surety bonds (performance and payment) in the amount of $112,000.01 each and that the Executive Director, or designee, shall prepare the contract. (3)AUTHORIZE the Executive Director, or designee, to approve construction change orders, as needed, up to a maximum total of 10% ($11,200), which is in addition to the contract award amount. (4)ORDER that, after the contractor has signed the contract and returned it, together with the bonds as noted above, certificates of insurance, and any other required documents, and the Executive Director has reviewed and found them to be sufficient, the Executive Director, or designee, is authorized to sign the contract for this Board. (5)ORDER that the Executive Director, or designee, is authorized to sign any escrow agreements prepared for this project to permit the direct payment of retentions into escrow or the substitution of securities for moneys withheld by HACCC to ensure performance under the contract, pursuant to Public Contract Code CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-2667,Version:1 Section 22300. (6)DELEGATE, pursuant to Public Contract Code Section 4114, to the Executive Director, or designee, the Board’s functions under Public Contract Code Sections 4107 and 4110. (7)DELEGATE, pursuant to Labor Code Section 6705, to the Executive Director, or to any registered civil or structural engineer employed by HACCC, the authority to accept detailed plans showing the design of shoring, bracing, sloping, or other provisions to be made for worker protection during trench excavation covered by that section. BACKGROUND: On November 3, 2023, four units were damaged by fire and subsequent water damage rendering them uninhabitable. HACCC solicited bids for the repairs and selected the most responsible and cost-effective firm to rehabilitate the units and return them to service. FISCAL IMPACT: The construction contract will be funded 100% by HUD. CONSEQUENCE OF NEGATIVE ACTION: Should the Board not award the construction contract, as recommended, the four units will continue to remain vacant and in need of rehabilitation. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3226 Name: Status:Type:Consent Item Passed File created:In control:9/15/2023 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Position Adjustment Resolution No. 26193 to reclassify one Network Administrator II (represented) position and its incumbent to Information Systems Manager I (represented) and place the incumbent at Step 7 of the salary range of the new classification in the Library Department. (100% Library Fund) Attachments:1. P300 26193 Reclass NA II to ISM I in Library.pdf, 2. Signed P300 26193.pdf Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Alison McKee, County Librarian Report Title:Reclassify one Network Administrator II position and incumbent to Information Systems Manager I RECOMMENDATIONS: ADOPT Position Adjustment Resolution No. 26193 to reclassify one (1) full-time Network Administrator II (LNSB) (represented) position # 17842 at salary plan and grade ZA5 1787 ($8,764-$10,653) and its incumbent to Information Systems Manager I (LTNA) (represented) at salary plan and grade ZA5 1884 ($9,648-$12,929) and place the incumbent at Step 7 of the salary range of the new classification in the Library Department. FISCAL IMPACT: Upon approval, this action will result in an annual cost to the Library Fund of approximately $39,536. No fiscal impact to the County general fund. BACKGROUND: The Library recommends reclassifying one Network Administrator II position and its incumbent to Information Systems Manager I. Shortly before the impact of the COVID-19 pandemic hit, the Library was attacked with a ransomware attack. As a result of this, the Library implemented multiple new security procedures to protect the Library network from outside attacks. The Library’s Automation unit, which handles internet security and the installation of hardware and software for the Library’s multi-user environment, has had increased work and responsibility as a result of implementing these procedures. In particular, the incumbent of the Library’s Network Administrator II position has had increased workload and responsibilities to maintain both network security and ensure that the Library’s public and staff terminals work. As a result of the Library’s increased network presence, the Network Administrator II has taken on additional duties. It is unlikely these duties can be properly removed and still ensure the smooth operation of the Library. These additional CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3226,Version:1 duties are more appropriate for an Information Systems Manager I classification. The Automation unit was previously supervised by an Information Systems Project Manager. However, due to the attack in January 2020, that manager position was moved to the Department of Information Technology out of necessity. Since then, the unit’s day to day tasks have been supervised by a Deputy County Librarian, which is organizationally inappropriate. After a thorough review by the Human Resources Department of the duties the position is responsible for, they concluded that the position should be properly classified as an Information Systems Manager I. Typically a reclassification results in an increase in salary of 5% which is the standard per the Contra Costa County, Salary Regulations 4.1 Salary-On Promotion reads in part: Any employee who is appointed to a position of a class allocated to a higher salary range than the class he previously occupied, shall receive the salary in the new salary range, which is next higher than the rate he was receiving before promotion. This regulation would place the current incumbent at step 5 of the salary range for the new classification, however after review of the position duties and the extended length of time the incumbent has performed these duties, the recommendation for this reclassification is placement at Step 7 of the salary range. CONSEQUENCE OF NEGATIVE ACTION: If this position change is not approved, the incumbent will be improperly classified and will not be properly compensated for the work being performed. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ POSITION ADJUSTMENT REQUEST NO. 26193 DATE 12/27/2022 Department No./ Department Library Budget Unit No. 0620 Org No. 3714 Agency No. 85 Action Requested: Reclassify Network Administrator II (LNSB) position #17842 to Information Systems Manager I (LTNA) Proposed Effective Date: 10/1/2024 Classification Questionnaire attached: Yes No / Cost is within Department’s budget: Yes No Total One-Time Costs (non-salary) associated with request: $0.00 Estimated total cost adjustment (salary / benefits / one time): Total annual cost $40,653.00 Net County Cost $0.00 Total this FY $30,490.00 N.C.C. this FY $0.00 SOURCE OF FUNDING TO OFFSET ADJUSTMENT Library Fund Department must initiate necessary adjustment and submit to CAO. Use additional sheet for further explanations or comments. Alison McKee ______________________________________ (for) Department Head REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPARTMENT /s/ Julie Enea 9/25/2024 ___________________________________ ________________ Deputy County Administrator Date HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS DATE 9/25/2024 Reclassify one (1) full-time Network Administrator II (LNSB) (represented) position # 17842 at salary plan and grade ZA5 1787 ($9,203.13-$11,186.47) and its incumbent to Information Systems Manager I (LTNA) (represented) at salary plan and grade ZA5 1884 ($10,130.87-$13,576.33) and place the incumbent at Step 7 of the salary range of the new classification in the Library Department. Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic / Exempt salary schedule. Effective: Day following Board Action. 10/1/2024(Date) Nicole Bilich 9/25/2024 ___________________________________ ________________ (for) Director of Human Resources Date COUNTY ADMINISTRATOR RECOMMENDATION: DATE 9/27/2024 Approve Recommendation of Director of Human Resources Disapprove Recommendation of Director of Human Resources /s/ Julie Enea Other: ____________________________________________ ___________________________________ (for) County Administrator BOARD OF SUPERVISORS ACTION: Monica Nino, Clerk of the Board of Supervisors Adjustment is APPROVED DISAPPROVED and County Administrator DATE BY APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL / SALARY RESOLUTION AMENDMENT POSITION ADJUSTMENT ACTION TO BE COMPLETED BY HUMAN RESOURCES DEPARTMENT FOLLOWING BOARD ACTION Adjust class(es) / position(s) as follows: P300 (M347) Rev 3/15/01 REQUEST FOR PROJECT POSITIONS Department Date No. 1. Project Positions Requested: 2. Explain Specific Duties of Position(s) 3. Name / Purpose of Project and Funding Source (do not use acronyms i.e. SB40 Project or SDSS Funds) 4. Duration of the Project: Start Date End Date Is funding for a specified period of time (i.e. 2 years) or on a year-to-year basis? Please explain. 5. Project Annual Cost a. Salary & Benefits Costs: b. Support Costs: (services, supplies, equipment, etc.) c. Less revenue or expenditure: d. Net cost to General or other fund: 6. Briefly explain the consequences of not filling the project position(s) in terms of: a. potential future costs d. political implications b. legal implications e. organizational implications c. financial implications 7. Briefly describe the alternative approaches to delivering the services which you have considered. Indicate why these alternatives were not chosen. 8. Departments requesting new project positions must submit an updated cost benefit analysis of each project position at the halfway point of the project duration. This report is to be submitted to the Human Resource s Department, which will forward the report to the Board of Supervisors. Indicate the date that your cost / benefit analysis will be submitted 9. How will the project position(s) be filled? a. Competitive examination(s) b. Existing employment list(s) Which one(s)? c. Direct appointment of: 1. Merit System employee who will be placed on leave from current job 2. Non-County employee Provide a justification if filling position(s) by C1 or C2 USE ADDITIONAL PAPER IF NECESSARY 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3220 Name: Status:Type:Consent Item Passed File created:In control:9/16/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the County Librarian, or designee, to close the Prewett Library in Antioch on Friday, November 29; Thursday, December 26; Friday, December 27; and Saturday, December 28, 2024 to coincide with the holiday closure of the Antioch Community Center for annual maintenance projects. (No fiscal impact) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Alison McKee, County Librarian Report Title:Close Prewett Library in Antioch on 4 Days in November & December to Coincide with Antioch Community Center Holiday Closure for Annual Maintenance. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION RECOMMENDATIONS: APPROVE and AUTHORIZE the County Librarian, or designee, to close the Prewett Library in Antioch on Friday, November 29; Thursday, December 26; Friday, December 27; and Saturday, December 28, 2024 to coincide with the holiday closure of the Antioch Community Center for annual maintenance projects. FISCAL IMPACT: None. BACKGROUND: The Antioch Community Center, where the Prewett Library is located, will be closed Friday November 29th, Thursday December 26th, Friday December 27th, and Saturday December 28th so the City of Antioch can perform a number of annual maintenance projects. The County Librarian is requesting approval to close the Prewett Library on these days. Permanent staff will be given the option to work elsewhere in the Library system or to use paid leave accruals during the closure. CONSEQUENCE OF NEGATIVE ACTION: The presence of library personnel will impede the ability of workers to perform their annual maintenance tasks. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 1 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3221 Name: Status:Type:Consent Item Passed File created:In control:9/17/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EasyVista, Inc., in an amount not to exceed $40,254 for the renewal of EasyVista Reach subscriptions to enable remote support for staff and patron computers, for the period September 18, 2024 through September 18, 2027. (100% Library Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Alison McKee, County Librarian Report Title:Click or tap here to enter text. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EasyVista, Inc., subject to EasyVista’s Terms and Conditions, in an amount not to exceed $40,254 for the renewal of EasyVista EV Reach subscriptions, for the period September 18, 2024, through September 18, 2027. FISCAL IMPACT: 100% Library Fund. BACKGROUND: The Library utilizes EasyVista EV Reach remote access software. This product provides the Library IT department the tools needed to remotely support and manage the Library’s staff and patron use computers. EasyVista, Inc.’s Terms and Conditions include an indemnification from the County to EasyVista, as well as a limitation of liability capping liability at the amount paid by the County to EasyVista in the 12 months prior to the claim arising. CONSEQUENCE OF NEGATIVE ACTION: If the Purchase Order is not approved, the Contra Costa County Library will not be able to provide support to maintain, troubleshoot, and update the Library’s staff and patron use computers in a timely and efficient manner. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3221,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3222 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EBSCO Information Services, Inc., in an amount not to exceed $77,435 for renewal of the Flipster subscription to provide digital access to popular magazines, for the period November 1, 2024 through October 31, 2025. (100% Library Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Alison McKee, County Librarian Report Title:Purchase Order with EBSCO Information Services, Inc. for Flipster Subscriptions through October 31, 2025 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EBSCO Information Services, Inc., subject to the EBSCO License Agreement, in an amount not to exceed $77,435 for the renewal of the Flipster subscription, for the period November 1, 2024, through October 31, 2025. FISCAL IMPACT: 100% Library Fund. BACKGROUND: The Library offers patrons the Flipster service. This product is the only resource offering current and back issues of some of the most widely used and popular magazine titles for public libraries, such as Consumer Reports, Time, and People. Flipster provides instant access to digital magazines through an app or a browser on a computer or device to patrons within and outside of the library. Flipster offers highly visual and engaging digital content across many niche and diverse topics, all in an appealing browsable format. The software is also compatible for visually impaired patrons. EBSCO’s License Agreement includes a limitation of liability at the amount of fees paid. CONSEQUENCE OF NEGATIVE ACTION: If the Purchase Order is not approved, the Contra Costa County Library will not be able to provide patrons with the unique content or interface within the Flipster digital magazine service. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3222,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3223 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with Zoho Corporation in an amount not to exceed $7,649 for renewal of ManageEngine ADAudit Plus subscriptions to support security monitoring and auditing of library user accounts, for the period August 4, 2024 through August 3, 2027. (100% Library Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Alison McKee, County Librarian Report Title:Purchase Order with Zoho Corporation for ManageEngine ADAudit Plus Subscriptions through August 3, 2027 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with Zoho Corporation in an amount not to exceed $7,649 for the renewal of ManageEngine ADAudit Plus subscriptions, subject to the terms of Zoho Corporation’s Software License Agreement for the period August 4, 2024, through August 3, 2027. FISCAL IMPACT: 100% Library Fund. BACKGROUND: The Library uses ManageEngine ADaudit for monitoring and auditing Active Directory, file server and Windows servers. This product sends out daily reports and notifies the Library Automation Department about changes to user accounts, Active Directory changes, sensitive file changes, server access and failed login attempts. All this helps monitor for cybersecurity and malware attacks. Zoho Corporation’s Software License Agreement includes a limitation of liability capping liability at the amount of fees paid in the prior 12 months, approved by County Counsel. CONSEQUENCE OF NEGATIVE ACTION: If the Purchase Order is not approved, the Contra Costa County Library’s IT operations will not be able to function as they have been. Minimal preventive monitoring of Active Directory for Cybersecurity or Malware would take place if ADaduit if not renewed. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3223,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3224 Name: Status:Type:Consent Item Passed File created:In control:9/18/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with Global Online Learning Services, Inc., in an amount not to exceed $6,000 for the renewal of Off2Class subscriptions, for the period August 1, 2024 through July 31, 2025. (100% Library Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Alison McKee, County Librarian Report Title:Purchase Order with Global Online Learning Services Inc., for Off2Class Subscriptions through July 31, 2025 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with Global Online Learning Services Inc, subject to the terms of their Website Terms and Conditions of Use, in an amount not to exceed $6,000 for the renewal of Off2Class subscriptions, for the period August 1, 2024, through July 31, 2025. FISCAL IMPACT: 100% Library Fund. BACKGROUND: The Library offers patrons Off2Class services. This product offers online English lessons for use by tutors and learners in the Library’s Project Second Chance adult literacy program. Global Online Learning Services Inc.’s Website Terms and Conditions of Use include limitation of liability provisions and indemnification language, approved by County Counsel. CONSEQUENCE OF NEGATIVE ACTION: If the Purchase Order is not approved, the Contra Costa County Library will not be able to provide tutors and learners in the Project Second Chance adult literacy program with online English lessons. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3224,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3225 Name: Status:Type:Consent Item Passed File created:In control:9/19/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EBSCO Information Services, LLC, in an amount not to exceed $11,379 for the renewal of LearningExpress Library Complete subscription, for the period October 1, 2024 through June 30, 2025. (100% Library Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Alison McKee, County Librarian Report Title:Purchase Order with EBSCO Information Services, LLC for LearningExpress Library Complete Subscriptions through June 30, 2025 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Purchasing Agent to execute, on behalf of the County Librarian, a purchase order with EBSCO Information Services, LLC, subject to the terms of EBSCO’s License Agreement, in an amount not to exceed $11,379 for the renewal of LearningExpress Library Complete subscription, which provides resources for learning and skills building to patrons, for the period October 1, 2024, through June 30, 2025. FISCAL IMPACT: 100% Library Fund. BACKGROUND: The Library offers patrons the use of LearningExpress Library Complete. This product contains the highest quality resources for learning, skills-building, and test preparation, all in one easy-to-use online platform. The product’s extensive array of resources includes eBooks, online practice tests, interactive tutorials, microlessons, articles, and flashcards. Organized into targeted learning centers, LearningExpress supports those looking to improve core academic skills, pass a high school equivalency test, prepare for college, explore careers, join the military, study for occupational certification tests, become a U.S. citizen, and much more. EBSCO’s License Agreement includes an indemnification from the County to EBSCO, as well as a limitation of liability at the amount of fees paid. CONSEQUENCE OF NEGATIVE ACTION: CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3225,Version:1 If the Purchase Order is not approved, the Contra Costa County Library will not be able to provide patrons with online access to a comprehensive, interactive online learning platform of practice tests, tutorial course series, and online job search tools. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3174 Name: Status:Type:Consent Item Passed File created:In control:9/16/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE Budget Amendment No. BDA-24-00510 authorizing new revenue in the amount of $70,000 from the Public Defender's Office and appropriating it to the Public Works - ISF Fleet Services Fund for the purchase of two vehicles for the Client Services Program (100% General Fund) Attachments:1. BDA-24-00510.pdf Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Ellen McDonnell, Public Defender Report Title:Purchase of two vehicles for the Public Defender’s Client Services Program ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: Public Defender’s Office (0243)/Public Works - ISF Fleet Services (0064): APPROVE Budget Amendment No. BDA-24-00510 authorizing new revenue in the amount of $70,000 from the Public Defender (0243) and appropriating it to Public Works - ISF Fleet Services (0064) for the purchase of two vehicles for the Client Services Program. FISCAL IMPACT: This action increases revenue in Public Works - ISF Fleet Services (0064) and reduces appropriations by $70,000 out of the Public Defender’s general funds (2909/4953). BACKGROUND: The Public Defender’s Client Services Program provides and enhances integrated programs and services for successful reentry of the Department’s adult and youth clients. The social workers under this program are in need of vehicles to effectively meet with clients, their families and support systems, and resource agencies in order to link our clients with the necessary community-based services and resources. CONSEQUENCE OF NEGATIVE ACTION: If this purchase is not approved, the Public Defender’s social workers will be required to find alternate ways to meet with clients and community-based agencies, which may jeopardize the Department’s ability to support our clients. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3174,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ View Budget Amendment: Budget Amendment: FY 2024-25 - Operating Budget on 09/11/2024 : BDA-24-00510 09:11 AM 09/24/2024 Page 1 of 2 Company Contra Costa County Budget Template Operating Budget : FY 2024-25 Operating Budget Budget FY 2024-25 Operating Budget Organizing Dimension Type Amendment ID BDA-24-00510 Amendment Date 09/11/2024 Description Transfer of funds to ISF for purchase of 2 vehicles Amendment Type Appropriation / Estimated Revenue Adjustment Balanced Amendment Yes Entry Type Mid-Year Adjustments Status In Progress Budget Amendment Entries Period *Ledger Account/Summary Home Organization *Cost Center *Fund Debit Amount Credit Amount Memo Exceptions FY 2024-25 Year (FY 2024-25 Operating Budget) 5011:REIMBURSEMENTS-GOV/GOV 2909 PUB DEFEND ADULT CRIMINAL (Home Org) 2909 PUB DEFEND ADULT CRIMINAL 100300 GENERAL $70,000.00 $0.00 Transfer of funds to ISF for purchase of 2 vehicles Warning : - Home Org on Budget Line Not Equal Initiator's Home Org FY 2024-25 Year (FY 2024-25 Operating Budget) 9951:REIMBURSEMENTS - GOV/GOV 2909 PUB DEFEND ADULT CRIMINAL (Home Org) 4284 VEHICLE REPLACEMENT 150100 FLEET ISF $0.00 $70,000.00 Transfer of funds to ISF for purchase of 2 vehicles Warning : - Home Org on Budget Line Not Equal Initiator's Home Org FY 2024-25 Year (FY 2024-25 Operating Budget) 4953:AUTOS & TRUCKS 2909 PUB DEFEND ADULT CRIMINAL (Home Org) 4284 VEHICLE REPLACEMENT 150100 FLEET ISF $70,000.00 $0.00 Transfer of funds to ISF for purchase of 2 vehicles Warning : - Home Org on Budget Line Not Equal Initiator's Home Org FY 2024-25 Year (FY 2024-25 Operating Budget) 4953:AUTOS & TRUCKS 2909 PUB DEFEND ADULT CRIMINAL (Home Org) 2909 PUB DEFEND ADULT CRIMINAL 100300 GENERAL $0.00 $70,000.00 Transfer of funds to ISF for purchase of 2 vehicles Warning : - Home Org on Budget Line Not Equal Initiator's Home Org FY24-25 Vehicle and Equipment Request 1.pdf File Name FY24-25 Vehicle and Equipment Request 1.pdf Content Type application/pdf Updated By Susan Woodhouse Upload Date 09/11/2024 04:17:25 PM Comment FY24-25 Vehicle and Equipment Request 2.pdf File Name FY24-25 Vehicle and Equipment Request 2.pdf View Budget Amendment: Budget Amendment: FY 2024-25 - Operating Budget on 09/11/2024 : BDA-24-00510 09:11 AM 09/24/2024 Page 2 of 2 Content Type application/pdf Updated By Susan Woodhouse Upload Date 09/11/2024 04:17:25 PM Comment Process History Process Step Status Completed On Due Date Person (Up to 5)All Persons Comment Budget Amendment Event Budget Amendment Event Step Completed 09/11/2024 04:17:26 PM 09/12/2024 Susan Woodhouse 1 Budget Amendment Event Review Budget Amendment Not Required 09/12/2024 0 Budget Amendment Event Approval by Department Approver – Budget Amendment Sent Back 09/13/2024 06:16:08 PM Ellen McDonnell (Department Approver – Budget Amendment) 1 Send Back Reason from Ellen McDonnell: At your request Budget Amendment Event Budget Amendment Event Submitted 09/16/2024 08:53:01 AM 09/12/2024 Susan Woodhouse 1 Budget Amendment Event Review Budget Amendment Not Required 09/12/2024 0 Budget Amendment Event Approval by Department Approver – Budget Amendment Approved 09/19/2024 02:47:17 PM Ellen McDonnell (Department Approver – Budget Amendment) 1 Budget Amendment Event Approval by Budget Specialist (Auditor Office) Awaiting Action Analiza Pinlac (Budget Specialist (Auditor Office)) 3 Xia Zhang (Budget Specialist (Auditor Office)) Yesenia Campos (Budget Specialist (Auditor Office)) 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:1RES 2024- 339 Name: Status:Type:Consent Resolution Passed File created:In control:9/16/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-339 declaring October 2024 as Creek and Channel Safety Awareness Month, ACCEPT the status report from the Public Works Department and the Flood Control and Water Conservation District on the Creek and Channel Safety Awareness Program, and DIRECT the Public Works Department and the Flood Control and Water Conservation District to continue with implementation and the annual campaign of a Countywide sustainable Creek and Channel Safety Awareness Program, as recommended by the Chief Engineer, Flood Control and Water Conservation District, Countywide. (100% Flood Control Zone 3B Funds) Attachments: Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 1 Pass To: Contra Costa County Flood Control and Water Conservation District From:Warren Lai, Public Works Director/Chief Engineer Report Title:Creek and Channel Safety Awareness Month and its Associated Program, Countywide. Project No. 7520-6B8311 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ADOPT Resolution declaring October 2024 as Creek and Channel Safety Awareness Month; and ACCEPT the following status report from the Public Works Department and the Contra Costa County Flood Control and Water Conservation District (FC District)on the Creek and Channel Safety Awareness Program (CCSAP); and DIRECT the Public Works Department and the FC District to continue with implementation and the annual campaign of a Countywide sustainable Creek and Channel Safety Awareness Program,including a follow-up report to this Board in one year. FISCAL IMPACT: Annual notices,outreach,and maintenance of safety features for this year is estimated to cost $45,000 and will be funded by Flood Control Zone 3B. BACKGROUND: On March 1,2011,the Board of Supervisors directed the FC District to develop a sustainable and impactful outreach program to promote creek and channel safety throughout the County,after the drowning of two high school students in the Walnut Creek channel.In response,the FC District formed a CCSAP team that developed CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 3 powered by Legistar™ File #:RES 2024-339,Version:1 a strategy to achieve this goal. On October 4,2011,the Board declared October 2011 as the first Creek and Channel Safety Awareness Month, accepted the status report from the FC District on the CCSAP,approved the implementation plan,and directed the FC District to continue with implementation and initiation of an annual campaign of a sustainable CCSAP, including a follow-up report to the Board in one year. Every year since then,the Board of Supervisors has received and approved a status report on the Annual CCSAP and declared October as Creek and Channel Safety Awareness Month. The FC District refreshes warning stencils and signs in our facilities,and ensures gates and fences are secured as needed throughout the year.In November 2023,the FC District continued its annual outreach to schools, working directly with Walnut Creek Intermediate (WCI)on in-person events.The FC District equipped leadership students with “Stay Out,Stay Alive!”bracelets,art supplies,a demonstration from the Fire District, which provides for fun team building activities to emphasize the importance and danger of the channel.FC District staff gave a presentation to the Leadership students at WCI,including an overview of the Walnut Creek watershed,which includes photos and videos of contrasting channel conditions.Students participating in 7th and 8th grade art classes created colorful posters with the overall message to “Stay Out,Stay Alive!”As in the past, several student posters were selected by the FC District and presented to the entire student body during the lunch hour.At this school-wide event the FC District and Fire District spoke to students about the purpose of the channel and presented equipment needed for life saving rescues.Copies of selected posters are then displayed along FC District channel fencing in Walnut Creek to remind people to “Stay Out, Stay Alive!”. The Chief Engineer,FC District,recommends that the Board declare October 2024 as Creek and Channel Safety Awareness Month,accept the above report,and direct the Public Works Department and FC District to continue with implementation and the annual campaign of a Countywide sustainable CCSAP,including a follow-up report to this Board in one year. CONSEQUENCE OF NEGATIVE ACTION: If this Resolution is not adopted,members of the public may not receive important information about creek and channel safety. CHILDREN’S IMPACT STATEMENT: The FC District will continue to work with the schools and youth-based groups within the County to educate children about safety regarding creeks and flood control channels. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 3 powered by Legistar™ File #:RES 2024-339,Version:1 THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA and for Special Districts, Agencies and Authorities Governed by the Board IN THE MATTER OF DECLARING OCTOBER 2024 AS CREEK AND CHANNEL SAFETY AWARENESS MONTH, COUNTYWIDE. WHEREAS,various regional flood control channels were constructed in Contra Costa County to efficiently drain stormwater and runoff from within the cities and towns; and WHEREAS, in April 2010, a family lost a husband and son in the rain-swollen Walnut Creek Channel; and WHEREAS, in February 2011, two young men drowned in the same channel; and WHEREAS,on March 1,2011,the Board of Supervisors directed the County Public Works Department and Contra Costa County Flood Control and Water Conservation District to pursue a sustainable outreach program to educate the public on the benefits and dangers of creeks and channels; and WHEREAS,continued education of the public about creeks and channels has been determined as the best way to keep citizens safe and avoid future tragedies; and WHEREAS,the Creek and Channel Safety Awareness Program (CCSAP)is now being implemented Countywide with an annual declaration of October as Creek and Channel Safety Awareness Month to remind the public of the CCSAP. NOW,THEREFORE,BE IT RESOLVED that the Contra Costa County Board of Supervisors hereby declares October 2024 as Creek and Channel Safety Awareness Month encouraging the public to be informed about the benefits and dangers of creeks and channels throughout Contra Costa County. CONTRA COSTA COUNTY Printed on 10/29/2024Page 3 of 3 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:1RES 2024- 335 Name: Status:Type:Consent Resolution Passed File created:In control:9/17/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-335 approving the Parcel Map and Subdivision Agreement for minor subdivision MS18-00014, for a project being developed by Shelley Molineaux, as recommended by the Public Works Director, Walnut Creek area. (No fiscal impact) Attachments:1. Parcel Map, 2. Subdivision Agreement, 3. Improvement Security Bond for Subdivision Agreement (1), 4. Tax Letter Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 1 Pass To: Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:Approve the Parcel Map and Subdivision Agreement for minor subdivision MS18-00014 ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ADOPT Resolution approving the Parcel Map and Subdivision Agreement for minor subdivision MS18-00014, for a project being developed by Shelley Molineaux, as recommended by the Public Works Director, Walnut Creek area. (District IV) FISCAL IMPACT: No fiscal impact. BACKGROUND: The Public Works Department has reviewed the conditions of approval for minor subdivision MS18-00014 and has determined that all conditions for Parcel Map approval have been satisfied. CONSEQUENCE OF NEGATIVE ACTION: The Parcel Map and Subdivision Agreement will not be approved and recorded. c: Larry Gossett-Engineering Services, Kellen O’Connor-Engineering Services, Theresa Shepherd-Design/Construction, Renee Hutchins-Records, Chris Halford-Mapping, Current Planning-DCD, Shelley Molineaux, SureTec Insurance Company, Stacey Gella, Placer Title Company CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 3 powered by Legistar™ File #:RES 2024-335,Version:1 THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA and for Special Districts, Agencies and Authorities Governed by the Board IN THE MATTER OF: Approving the Parcel Map and Subdivision Agreement for minor subdivision MS18- 00014, for a project being developed by Shelley Molineaux, as recommended by the Public Works Director, Walnut Creek area. (District IV) WHEREAS, the following documents were present for board approval this date: I.Map The Parcel Map of minor subdivision MS18-00014, property located in the Walnut Creek area, Supervisorial District IV, said map having been certified by the proper officials. II.Subdivision Agreement A subdivision agreement with Shelley A. Molineaux, principal, whereby said principal agrees to complete all improvements as required in said subdivision agreement within 2 years from the date of said agreement. Accompanying said subdivision agreement is security guaranteeing completion of said improvements as follows: A.Cash Bond Performance amount: $1,550 Auditor’s Deposit Permit No. 898903 Date: September 10, 2024 Submitted by: Shelley Molineaux B.Surety Bond Bond Company: SureTec Insurance Company Bond Number: 4463547 Date: September 4, 2024 Performance Amount: $153,450 Labor & Materials Amount: $77,500 Principal: Shelley A. Molineaux CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 3 powered by Legistar™ File #:RES 2024-335,Version:1 III.Tax Letter Letter from the County Tax Collector stating that there are no unpaid County taxes heretofore levied on the property included in said map and that the 2023-2024 tax lien has been paid in full, and the 2024- 2025 tax lien, which became a lien on the first day of January 2024, is estimated to be $26,520, with security guaranteeing payment of said tax lien as follows: ·Tax Bond Auditor’s Deposit Permit Number: 896448 Date: August 2, 2024 Amount: $26,520 Submitted by: Shelley Molineaux NOW, THEREFORE, BE IT RESOLVED 1.That said subdivision, together with the provisions for its design and improvement, is DETERMINED to be consistent with the County’s general and specific plans. 2.That said Parcel Map is APPROVED and this Board does hereby accept subject to installation and acceptance of improvements on behalf of the public any of the streets, paths, or easements shown thereon as dedicated to public use. 3.That said subdivision agreement is also APPROVED. CONTRA COSTA COUNTY Printed on 10/29/2024Page 3 of 3 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:1RES 2024- 336 Name: Status:Type:Consent Resolution Passed File created:In control:9/17/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-336 approving and authorizing the Public Works Director, or designee, to fully close a portion of Oak View Avenue between Colusa Avenue and Santa Fe Avenue, on December 1, 2024, from 4:00 p.m. through 7:30 p.m., for the purpose of a holiday fair, Kensington area. (No fiscal impact) Attachments: Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 1 Pass To: Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:Approve and Authorize to fully close a portion of Oak View Avenue on December 1, 2024, from 4:00 p.m. through 7:30 p.m., for the purpose of a holiday fair, Kensington area. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ADOPT Resolution approving and authorizing the Public Works Director, or designee, to fully close a portion of Oak View Avenue between Colusa Avenue and Santa Fe Avenue, on December 1, 2024, from 4:00 p.m. through 7:30 p.m., for the purpose of a holiday fair, Kensington area. (District I) FISCAL IMPACT: No fiscal impact. BACKGROUND: Applicant indicates this holiday mini-fair provides a great opportunity for people to gather and helps foster a sense of community. Applicant shall follow guidelines set forth by the Public Works Department. CONSEQUENCE OF NEGATIVE ACTION: Applicant will be unable to close the road for planned activities. c: Kellen O’Connor-Engineering Services, Bob Hendry-Engineering Services, Marke Smith-Engineering Services, Devon Patel-Engineering Services, Chris Lau-Maintenance, Kensington Police Department, Zip Code East Bay CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:RES 2024-336,Version:1 THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA and for Special Districts, Agencies and Authorities Governed by the Board OF IN THE MATTER OF: Approving and Authorizing the Public Works Director, or designee, to fully close a portion of Oak View Avenue between Colusa Avenue and Santa Fe Avenue, on December 1, 2024, from 4:00 p.m. through 7:30 p.m., for the purpose of a holiday fair, Kensington area. (District I) RC24-46 NOW, THEREFORE, BE IT RESOLVED that permission is granted to Zip Code East Bay to fully close Oak View Avenue between Colusa Avenue and Santa Fe Avenue, except for emergency traffic, local residents, US Postal Service and garbage trucks, on December 1, 2024, from 4:00 p.m. through 7:30 p.m., subject to the following conditions: 1.Traffic will be detoured via roads identified in a traffic control plan, reviewed by the Public Works Department. Emergency vehicles, residents within the event area and essential services will be allowed access as required. 2.All signing to be in accordance with the California Manual on Uniform Traffic Control Devices. 3.Zip Code East Bay shall comply with the requirements of the Ordinance Code of Contra Costa County. 4.Provide the County with a Certificate of Insurance in the amount of $1,000,000.00 for Comprehensive General Public Liability which names the County as an additional insured prior to permit issuance. 5.Obtain approval for the closure from the Kensington Police Department, and the Kensington Fire Protection District. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:1RES 2024- 337 Name: Status:Type:Consent Resolution Passed File created:In control:9/17/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-337 approving and authorizing the Public Works Director, or designee, to fully close a portion of Edgecroft Road, between 49 Edgecroft Road and 59 Edgecroft Road, on October 15, 2024, from 7:00 a.m. through 5:00 p.m., for the purpose of replacing a utility pole, Kensington area. (No fiscal impact) Attachments: Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 1 Pass To: Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:Approve and Authorize to fully close a portion of Edgecroft Road on October 15, 2024, from 7:00 a.m. through 5:00 p.m., for the purpose of a utility pole replacement, Kensington area. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ADOPT Resolution approving and authorizing the Public Works Director, or designee, to fully close a portion of Edgecroft Road, between 49 Edgecroft Road and 59 Edgecroft Road, on October 15, 2024, from 7:00 a.m. through 5:00 p.m., for the purpose of replacing a utility pole, Kensington area. (District I) FISCAL IMPACT: No fiscal impact. BACKGROUND: Due to the narrow road width of Edgecroft Road at the work site, Pacific Gas & Electric Company (PG&E) has requested the road closure to replace the existing utility pole. There is insufficient road width to set up and operate boom trucks and safely maintain through traffic. Applicant shall follow guidelines set forth by the Public Works Department. CONSEQUENCE OF NEGATIVE ACTION: Applicant will be unable to close the road to complete planned utility pole replacement. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 3 powered by Legistar™ File #:RES 2024-337,Version:1 c: Kellen O’Connor-Engineering Services, Marke Smith-Engineering Services, Devon Patel-Engineering Services, Bob Hendry-Engineering Services, Chris Lau-Maintenance, Kensington Police Department THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA and for Special Districts, Agencies and Authorities Governed by the Board IN THE MATTER OF: Approving and Authorizing the Public Works Director, or designee, to fully close a portion of Edgecroft Road, between 49 Edgecroft Road and 59 Edgecroft Road, on October 15, 2024, from 7:00 a.m. through 5:00 p.m., for the purpose of replacing a utility pole, Kensington area. (District I) RC24-53 NOW, THEREFORE, BE IT RESOLVED that permission is granted to Pacific Gas & Electric Company to fully close Edgecroft Road, between 49 Edgecroft Road and 59 Edgecroft Road, except for emergency traffic, local residents, US Postal Service and garbage trucks, on October 15, 2024, from 7:00 a.m. through 5:00 p.m., subject to the following conditions: 1.Traffic will be detoured via roads identified in a traffic control plan, reviewed by the Public Works Department. Emergency vehicles, residents within the construction area and essential services will be allowed access as required. 2.All signing to be in accordance with the California Manual on Uniform Traffic Control Devices. 3.Pacific Gas & Electric Company shall comply with the requirements of the Ordinance Code of Contra Costa County. 4.Provide the County with a Certificate of Insurance in the amount of $1,000,000.00 for Comprehensive General Public Liability which names the County as an additional insured prior to permit issuance. 5.Obtain approval for the closure from the Kensington Police Department, and the Kensington Fire Protection District. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 3 powered by Legistar™ File #:RES 2024-337,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 3 of 3 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:1RES 2024- 338 Name: Status:Type:Consent Resolution Passed File created:In control:9/17/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:ADOPT Resolution No. 2024-338 approving and authorizing the Public Works Director, or designee, to fully close a portion of McBryde Avenue, between 6072 McBryde Avenue and 6110 McBryde Avenue, on October 16, 2024, from 7:30 a.m. through 5:30 p.m., for the purpose of replacing a utility pole, Richmond area. (No fiscal impact) Attachments: Action ByDate Action ResultVer.Tally adoptedBOARD OF SUPERVISORS10/1/2024 1 Pass To: Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:Approve and Authorize to fully close a portion of McBryde Avenue on October 16, 2024, from 7:30 a.m. through 5:30 p.m., for the purpose of a utility pole replacement, Richmond area. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: ADOPT Resolution approving and authorizing the Public Works Director, or designee, to fully close a portion of McBryde Avenue, between 6072 McBryde Avenue and 6110 McBryde Avenue, on October 16, 2024, from 7:30 a.m. through 5:30 p.m., for the purpose of replacing a utility pole, Richmond area. (District I) FISCAL IMPACT: No fiscal impact. BACKGROUND: Due to the narrow road width of McBryde Avenue at the work site, Pacific Gas & Electric Company (PG&E) has requested the road closure to replace the existing utility pole. There is insufficient road width to set up and operate boom trucks and safely maintain through traffic. Applicant shall follow guidelines set forth by the Public Works Department. CONSEQUENCE OF NEGATIVE ACTION: Applicant will be unable to close the road to complete planned utility pole replacement. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:RES 2024-338,Version:1 c: Kellen O’Connor-Engineering Services, Marke Smith-Engineering Services, Devon Patel-Engineering Services, Bob Hendry-Engineering Services, Chris Lau-Maintenance, CHP, Sheriff-Patrol Div. Commander THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA and for Special Districts, Agencies and Authorities Governed by the Board IN THE MATTER OF: Approving and Authorizing the Public Works Director, or designee, to fully close a portion of McBryde Avenue, between 6072 McBryde Avenue and 6110 McBryde Avenue, on October 16, 2024, from 7:30 a.m. through 5:30 p.m., for the purpose of replacing a utility pole, Richmond area. (District I) RC24-54 NOW, THEREFORE, BE IT RESOLVED that permission is granted to Pacific Gas & Electric Company to fully close McBryde Avenue, between 6072 McBryde Avenue and 6110 McBryde Avenue, except for emergency traffic, local residents, US Postal Service and garbage trucks, on October 16, 2024, from 7:30 a.m. through 5:30 p.m., subject to the following conditions: 1.Traffic will be detoured via roads identified in a traffic control plan, reviewed by the Public Works Department. Emergency vehicles, residents within the construction area and essential services will be allowed access as required. 2.All signing to be in accordance with the California Manual on Uniform Traffic Control Devices. 3.Pacific Gas & Electric Company shall comply with the requirements of the Ordinance Code of Contra Costa County. 4.Provide the County with a Certificate of Insurance in the amount of $1,000,000.00 for Comprehensive General Public Liability which names the County as an additional insured prior to permit issuance. 5.Obtain approval for the closure from the CHP, Sheriff’s Office, and the Contra Costa Fire Protection District. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3176 Name: Status:Type:Consent Item Passed File created:In control:9/12/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract with Advanced Chemical Transport, Inc. (d/b/a ACTenviro), in an amount not to exceed $500,000 to provide hazardous waste collection and disposal services for the period of October 1, 2024, through September 30, 2027, Countywide. (100% Local Road and Flood Control District Funds) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:On-call contract with Advanced Chemical Transport, Inc. d/b/a ACTenviro, for hazardous waste collection and disposal services. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Public Works Director,or designee,to execute a contract with Advanced Chemical Transport,Inc.d/b/a ACTenviro,in an amount not to exceed $500,000 to provide hazardous waste collection and disposal services for the period of October 1, 2024, through September 30, 2027, Countywide. FISCAL IMPACT: 100% Local Road and Flood Control District Funds. BACKGROUND: Contra Costa County Public Works Maintenance Division maintains over 660 miles of roads,79 miles of creeks and channels,and 29 detention basins and dams throughout Contra Costa County.This maintenance work consists of,but is not limited to,pavement repairs and surface treatments (e.g.,crack seals,pavement patches, thin mill and overlays,and chip seals),pavement striping and painting,as well as vegetation management using herbicides.Hazardous waste is generated as part of this work,and existing state and federal laws require that the generated hazardous waste be transported to permitted recycling,treatment,storage,or disposal facilities (“TSDF”) by registered hazardous waste transporters. On January 3,2024,the County issued a Request for Proposal (RFP)(Solicitation #2311-713)for hazardous waste collection and disposal services.Advanced Chemical Transport,Inc.d/b/a ACTenviro was selected to provide the services. CONSEQUENCE OF NEGATIVE ACTION: If this contract is not executed,the hazardous waste that is generated by the Public Works Maintenance CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3176,Version:1 If this contract is not executed,the hazardous waste that is generated by the Public Works Maintenance Division will not be collected and disposed of, which will result in non-compliance with state and federal laws. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3177 Name: Status:Type:Consent Item Passed File created:In control:9/13/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract amendment with HCI Systems, Inc., effective November 1, 2024, to increase the payment limit by $2,000,000 to a new payment limit of $3,000,000 and extend the term through July 31, 2026, for on- call fire sprinkler services at various County sites and facilities, Countywide. (100% General Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:Amendment No. 3 with HCI Systems, Inc., a California Corporation, Countywide. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Public Works Director,or designee,to execute a contract amendment with HCI Systems,Inc.,effective November 1,2024,to increase the payment limit by $2,000,000 to a new payment limit of $3,000,000 and extend the term through July 31,2026,for on-call fire sprinkler services at various County sites and facilities, Countywide. FISCAL IMPACT: Facilities Maintenance Budget. (100% General Fund) BACKGROUND: The Public Works Department,Facilities Services is responsible for inspecting,maintaining,repairing,and certifying fire sprinkler systems at various County facilities to ensure County systems are in compliance.HCI Systems,Inc.,provides fire sprinkler repairs and certification services,including but not limited to inspections, fire sprinkler systems,fire alarm detection and repairs,24-hour emergency service,UL Certifications,fire extinguishers and system monitoring. Government Code Section 31000 authorizes the County to contract for special services for building security matters. The Request for Proposal was originally bid on BidSync #2012-456.The Public Works Department conducted a thorough evaluation and HCI Systems,Inc.,was one of three vendors awarded for this contract.On July 13, CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3177,Version:1 a thorough evaluation and HCI Systems,Inc.,was one of three vendors awarded for this contract.On July 13, 2021,the Board approved a contract with HCI Systems,Inc.for the term August 1,2021 through July 31,2024 in the amount of $800,000. Amendment No.1,effective March 1,2022,added fire alarm system inspection services to the service plan. Amendment No.2,effective January 9,2024,increased the payment limit to $1,000,000 and extended the term through July 31, 2025. Facilities Services is requesting Amendment No.3 with HCI Systems,Inc.to be approved,increasing the payment limit by $2,000,000 from $1,000,000 to a new payment limit of $3,000,000 and extending the term from July 31, 2025 to July 31, 2026 for on-call fire sprinkler services. CONSEQUENCE OF NEGATIVE ACTION: Without the approval of this Contract Amendment No.3,fire sprinkler services with HCI Systems,Inc.will discontinue due to lack of sufficient funding, and future fire protection upgrades will not be completed. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3178 Name: Status:Type:Consent Item Passed File created:In control:9/13/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract amendment with Sharjo, LLC (dba ServiceMaster Restoration Services), effective August 31, 2024, to extend the term through August 31, 2025, with no change to the payment limit, for on-call restoration services at various County sites and facilities, Countywide. (No fiscal impact) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:Amendment No.1 with Sharjo,LLC (dba ServiceMaster Restoration Services),a California Limited Liability Company, Countywide. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Public Works Director,or designee,to execute a contract amendment with Sharjo,LLC (dba ServiceMaster Restoration Services),effective August 31,2024,to extend the term through August 31,2025,with no change to the payment limit,for on-call restoration services at various County sites and facilities, Countywide. FISCAL IMPACT: Facilities Maintenance Budget. (No fiscal impact) BACKGROUND: The Public Works Department,Facilities Services is responsible for the maintenance of all County sites and facilities.On-call restoration contracts are used for emergency restoration services at County buildings which include but are not limited to water damage,fire damage,smoke damage,mold,and asbestos remediation. Government Code Section 25358 authorizes the County to contract for maintenance and upkeep of County facilities. The Public Works Department conducted a formal solicitation for on-call restoration services.The Request for Proposal was originally bid on BidSync #2101-451.The Public Works Department conducted a thorough evaluation and Sharjo,LLC (dba ServiceMaster Restoration Services)was one of three vendors awarded for this contract.The Board approved a contract with Sharjo,LLC (dba ServiceMaster Restoration Services)for the CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3178,Version:1 this contract.The Board approved a contract with Sharjo,LLC (dba ServiceMaster Restoration Services)for the term September 1, 2021, through August 31, 2024, in the amount of $3,000,000. Facilities Services is requesting Amendment No.1 with Sharjo,LLC (dba ServiceMaster Restoration Services) to be approved, extending the term from August 31, 2024, to August 31, 2025, for on-call restoration services. CONSEQUENCE OF NEGATIVE ACTION: Without the approval of this Contract Amendment No.1,restoration services with Sharjo,LLC (dba ServiceMaster Restoration Services) will discontinue, and future projects will not be completed. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3179 Name: Status:Type:Consent Item Passed File created:In control:9/16/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Public Works Director, or designee, to execute a contract amendment with Agurto Corporation (dba Pestec), effective July 31, 2024, to increase the payment limit by $400,000 to a new payment limit of $1,800,000, increase the rates, and extend the term through July 31, 2026, for structural integrated pest management services at various County sites and facilities, Countywide. (100% General Fund) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:Amendment No. 2 with Agurto Corporation (dba Pestec), a California Corporation, Countywide. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Public Works Director,or designee,to execute a contract amendment with Agurto Corporation (dba Pestec),effective July 31,2024,to increase the payment limit by $400,000 to a new payment limit of $1,800,000,increase the rates,and extend the term through July 31,2026,for structural integrated pest management services at various County sites and facilities, Countywide. FISCAL IMPACT: Facilities Maintenance Budget. (100% General Fund) BACKGROUND: The Public Works Department,Facilities Services is responsible for managing the contract with the County’s structural integrated pest management contractor.This program monitors the County’s efforts to control pests while not endangering the environment.Government Code Section 31000 authorizes the County to contract for special services.The Request for Proposal was originally bid on Bidsync #2101-447.The Public Works Department conducted a thorough evaluation and Agurto Corporation (dba Pestec),was awarded for this contract. The Public Works Department awarded a three (3)year contract with the term August 1,2021 through July 31, 2024.The total contract amount awarded was $1,400,000.Amendment No.1 was approved,effective March 8, 2023, and increased rates according to the terms specified in the contract. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3179,Version:1 Facilities Services is requesting Amendment No.2 with Agurto Corporation (dba Pestec)to be approved, adding additional funds to the payment limit,increasing the rates,and extending the term from July 31,2024,to July 31, 2026, for structural integrated pest management services. CONSEQUENCE OF NEGATIVE ACTION: Without the approval of this Contract Amendment No.2,the current contract with Agurto Corporation (dba Pestec) will discontinue, and future pest management services will not be available. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3180 Name: Status:Type:Consent Item Passed File created:In control:9/16/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE updates to Engineering Manuals used by the Public Works Department and Flood Control and Water Conservation District, as recommended by the Public Works Director, Countywide. (No Fiscal Impact) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Warren Lai, Public Works Director/Chief Engineer Report Title:Engineering Manuals used by the Public Works Department and Flood Control District ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE the Public Works Department and Flood Control and Water Conservation District to use the current versions of the appropriate engineering manuals and specifications in the course of their work,as those manuals and specifications are superseded by County ordinance. APPROVE that further exceptions in the application of the provision within manuals will be made from time to time by the Public Works Director or the Director’s designee.Where a choice of standards exists,the Director, or designee, will determine the applicable standard under the circumstances. FISCAL IMPACT: No fiscal Impact BACKGROUND: The manuals and specifications listed herein are generally accepted in California as standards in the field of civil engineering.By recognizing their use,the Board will reduce public misunderstanding and further the achievement of consistency in improvements plan and construction submittal. Recognized Manuals: AASHTO LRFD Bridge Design Specifications AASHTO Policy on Geometric Design of Highways and Streets AASHTO Roadside Design Guide California Department of Water Resources, Division of Dams, Statutes and Regulations California Manual on Uniform Traffic Control Devices CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3180,Version:1 California Streets and Highways Code California Vehicle Code CalTrans Bridge Design Aids CalTrans Bridge Design Details CalTrans Bridge Design Specifications CalTrans CADD User’s Manual CalTrans Construction Manual CalTrans Highway Design Manual CalTrans Local Assistance Procedure Manual CalTrans Plans Preparation Manual CalTrans Site Best Management Practices Manual CalTrans Standard Plans CalTrans Standard Specifications CalTrans Surveys Manual CalTrans Traffic Manual County Landscape Design, Construction, and Maintenance Standards and Guidelines County Ordinance Code County Standard Plans County Standard Specifications FHWA Manual on Uniform Traffic Control Devices Stormwater C.3 Guidebook Subdivision Map Act U.S. Access Board ADA Standards U.S. Army Corps of Engineers Engineer Manuals CONSEQUENCE OF NEGATIVE ACTION: Not recognizing the standards currently used by the Public Works Department and Flood Control and Water Conservation District may lead to inconsistent staff interpretations and confusion on the part of the professional and general public. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3181 Name: Status:Type:Consent Item Passed File created:In control:9/19/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:DENY claims filed by J.J.P.H.A. (a minor); Andrea Catucci; Jorge Enrique Hortua Cuintaco; M. Hernandez, L. Rodriguez, F. Rodriguez, and E. Hernandez; Dhondup Lhamo & Thupten Dharab; Edgar Rene Yoc Pirir; and Jorge Zamora. DENY late claim filed by Richard Duncan. Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:Monica Nino, County Administrator Report Title:Claims ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: DENY claims filed by J.J.P.H.A. (a minor); Andrea Catucci; Jorge Enrique Hortua Cuintaco; M. Hernandez, L. Rodriguez, F. Rodriguez, and E. Hernandez; Dhondup Lhamo & Thupten Dharab; Edgar Rene Yoc Pirir; and Jorge Zamora. DENY late claim filed by Richard Duncan. FISCAL IMPACT: No fiscal impact. BACKGROUND: DENY claims filed by J.J.P.H.A. (a minor); Andrea Catucci; Jorge Enrique Hortua Cuintaco; M. Hernandez, L. Rodriguez, F. Rodriguez, and E. Hernandez; Dhondup Lhamo & Thupten Dharab; Edgar Rene Yoc Pirir; and Jorge Zamora. DENY late claim filed by Richard Duncan. CONSEQUENCE OF NEGATIVE ACTION: Not acting on the claims could extend the claimants’ time limits to file actions against the County. CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3181,Version:1 CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™ 1025 ESCOBAR STREET MARTINEZ, CA 94553CONTRA COSTA COUNTY Legislation Details (With Text) File #: Version:124-3182 Name: Status:Type:Consent Item Passed File created:In control:8/30/2024 BOARD OF SUPERVISORS On agenda:Final action:10/1/2024 10/1/2024 Title:APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to execute a contract with Mobile-Med Work Health Solutions, Inc. in an amount not to exceed $377,429 to provide mobile occupational health services to the Office of the Sheriff for the period October 1, 2024 through September 30, 2025. (100% State) Attachments: Action ByDate Action ResultVer.Tally approvedBOARD OF SUPERVISORS10/1/2024 1 Pass To:Board of Supervisors From:David O. Livingston, Sheriff-Coroner Report Title:Mobile-Med Work Health Solutions, Inc. ☒Recommendation of the County Administrator ☐ Recommendation of Board Committee RECOMMENDATIONS: APPROVE and AUTHORIZE the Sheriff-Coroner, or designee, to execute a contract with Mobile-Med Work Health Solutions, Inc. in an amount not to exceed $377,429 to provide mobile occupational health services to the Office of the Sheriff, for the period October 1, 2024 through September 30, 2025. FISCAL IMPACT: Approval of this request will result in up to $377,429 in contractual service expenditures and will be funded 100% by the Board of State and Community Corrections (BSCC) Officer Wellness and Mental Health Grant. BACKGROUND: The Contra Costa County Office of the Sheriff seeks to implement a mobile medical screening initiative to assess and improve officer wellness. Mobile-Med Work Health Solutions (WHS) understands the unique challenges public service professionals face, particularly in maintaining law enforcement personnel's health and operational readiness. With a team of over 100 highly skilled medical professionals and a proven track record in managing large-scale health operations, WHS combines expertise with innovative service delivery. Their mobile team will provide personalized assessments and directly offer recommendations to officers for behavioral and training modifications. Mobile-Med Work Health Solutions can offer the Contra Costa County Office of the Sheriff a comprehensive, adaptable solution that addresses law enforcement health needs. Their proposal leverages extensive experience, innovative approaches and a client-focused methodology to enhance employee health, which fosters a more CONTRA COSTA COUNTY Printed on 10/29/2024Page 1 of 2 powered by Legistar™ File #:24-3182,Version:1 effective law enforcement environment. CONSEQUENCE OF NEGATIVE ACTION: If the Board does not approve, the Office of the Sheriff will lose the ability to participate in the Officer Wellness and Mental Health Grant funded by the BSCC. This grant was funded to address physical, emotional and/or mental health of sworn officers. CONTRA COSTA COUNTY Printed on 10/29/2024Page 2 of 2 powered by Legistar™