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1-17-12 Searchable Packet Table of Contents Agenda4 Conference with real property negotiator (Government Code 54956.8); Property: Abandoned well lot on Greenleaf Drive, Cupertino, CA, 95014; APN 326-41-114; Negotiating Parties: Director of Public Works; Under Negotiation: Price and terms of sale No written materials in packet11 Proclamation recognizing Angela Zhang, the Monta Vista high school student who won a $100,000 scholarship No written materials in packet12 Proclamation recognizing the Homestead High School Band for their hard work and dedication to the community No written materials in packet13 November 15 City Council minutes Draft minutes14 December 6 City Council minutes Draft minutes25 Alcoholic Beverage License, Marukai Market, 19750 Stevens Creek Boulevard (Marketplace Shopping Center) Staff Report31 Application for Alcoholic Beverage License32 Alcoholic Beverage License, Tatami Sushi & Seafood Buffet, 10123 N Wolfe Rd, Ste 2001 (in Vallco) Staff Report36 Application for Alcoholic Beverage License37 City year-end financial reports for 2010-11 Staff Report39 Comprehensive Annual Financial Report41 Redevelopment Agency Financial Statements172 Auditor's Report to City Council198 Independent Accountant Report on City's Investment Policy208 Appropriations Limit Report212 Development Impact Fee Report216 Municipal Improvements, Verona Apartments, 20488 Stevens Creek Boulevard Staff Report218 A - Map219 City Project, Energy Savings Performance Contract with Siemens Building Technologies, Inc Staff Report220 Amend July 1, 2010 through June 30, 2012 terms and conditions of employment for the Cupertino Unrepresented (Management and Confidential) Employees Staff Report221 Draft Resolution223 1 Attachment A-1224 Stevens Creek Corridor Park and Restoration Phase 2 – Amend design services agreement Staff Report250 A - Draft Resolution252 B - Area Map253 Tract Map, Habitat for Humanity, Silicon Valley, a California No -Profit Organization, 20630 Cleo Avenue Staff Report254 A - Draft Resolution255 B - Area Map256 C - Tract Map257 Resignation of Library Commissioner Ron Miller Staff Report259 A. Resignation Email260 Seventh Amendment to the Agreement between Santa Clara County and the City of Cupertino for Abatement of Weeds Staff Report261 Draft Resolution262 Ordinance amending Chapter 9.18 (Stormwater Pollution Prevention and Watershed Protection) Staff Report263 Draft Ordinance265 Ordinance regarding technical amendments and clarifications to General Plan Land Use Map, Zoning Map, and Heart of the City Specific Plan City Council Report306 A. Ordinance 11-2086, Amendments to the Zoning Map309 B. Ordinance No. 11-2087, Amendments to the Heart of the City Specific Plan312 C. Resolution No. 11-190, Amendments to the General Plan Land Use Map350 D. November 15, 2011 City Council Report353 E. Redlined Text Changes359 F. List of Properties by Assessor's Parcel Numbers364 Rezoning from A1-43 (Agricultural Residential) and R1-10 (Single-Family Residential) to R1-20 (Single Family Residential) of a 0.775-acre lot and its half street Staff Report394 A. PC Resolution No. 6680397 B. PC Staff Report dated 11/7/2011401 C. Draft PC Meeting Minutes dated 11/7/2011404 D. Zoning Plat Map407 E. Site Plan408 F. Negative Declaration, ERC Recommendation, Initial Study409 G. Re-zoning Ordinance425 2 Abatement of a public nuisance (weeds) pursuant to provisions of Cupertino Municipal Code Chapter 9.08 and Resolution No. 11-189 Staff Report428 A. Draft Resolution430 B. Weed Abatement Program Commencement Report432 C. Notice to Destroy Weeds442 D. Letter to Property Owners from County443 E. Cupertino Weed Abatement Program Schedule449 F. Approved Resolution No. 11-189450 Ordinance amending the Cupertino Municipal Code Relating to Bicycle Lanes Staff Report452 Draft Ordinance454 Analysis of Impediments to Fair Housing Choice (AI) Staff Report455 A. Draft Resolution457 B. AI458 City’s surplus property on Greenleaf Drive Staff Report580 A - Draft Resolution582 B - Map of Well Site583 Authorize City Manager to conduct a Request for Qualification process for tennis services at the Cupertino Sports Center Staff Report584 A. RFQ586 Council assignments for local and regional organizations and agencies No written materials in packet589 3 AGENDA CUPERTINO CITY COUNCIL ~ REGULAR MEETING CUPERTINO REDEVELOPMENT AGENCY ~ REGULAR MEETING 10350 Torre Avenue, Community Hall Council Chamber Tuesday, January 17, 2012 6:00PM CITY COUNCIL MEETING ROLL CALL –6:00 PM CLOSED SESSION 1.Subject:Conference with real property negotiator (Government Code 54956.8); Property: Abandoned well lot on Greenleaf Drive, Cupertino, CA, 95014; APN 326-41-114; Negotiating Parties: Director of Public Works; Under Negotiation: Price and terms of sale Recommended Action:Provide direction to negotiator No written materials in packet Page:No written materials in packet PLEDGE OF ALLEGIANCE –6:45 PM ROLL CALL CEREMONIAL MATTERS ANDPRESENTATIONS 2.Subject:Proclamation recognizing Angela Zhang, the Monta Vista high school student who won a $100,000 scholarship Recommended Action:Present proclamation No written materials in packet Page:No written materials in packet 3.Subject:Proclamation recognizing the Homestead High School Band for their hard work and dedication to the community Recommended Action:Present proclamation No written materials in packet Page:No written materials in packet POSTPONEMENTS 4 Tuesday, January 17, 2012Cupertino City Council Cupertino Redevelopment Agency ORAL COMMUNICATIONS This portion of the meeting is reserved for persons wishing to address the council on any matter not on the agenda. Speakers are limited to three (3) minutes. In most cases, State law will prohibit the council from making any decisions with respect to a matter not listed on the agenda. CONSENT CALENDAR Unless there are separate discussions and/or actions requested by council, staff or a member of the public, it is requested that items under the Consent Calendar be acted on simultaneously. 4.Subject:November 15 City Council minutes Recommended Action:Approve minutes Draft minutes Page:14 5.Subject:December 6 City Council minutes Recommended Action:Approve minutes Draft minutes Page:25 6.Subject:Alcoholic Beverage License, Marukai Market, 19750 Stevens Creek Boulevard (Marketplace Shopping Center) Recommended Action:Approve application for Off-Sale General (21) Staff Report Application for Alcoholic Beverage License Page:31 7.Subject:Alcoholic Beverage License, Tatami Sushi & Seafood Buffet, 10123 N Wolfe Rd, Ste 2001 (in Vallco) Recommended Action:Approve application for On-Sale Beer and Wine for Bona Fide Public Eating Place Staff Report Application for Alcoholic Beverage License Page:36 8.Subject:City year-end financial reports for 2010-11 Recommended Action:Accept the reports Staff Report Comprehensive Annual Financial Report Redevelopment Agency Financial Statements Auditor's Report to City Council Independent Accountant Report on City's Investment Policy Appropriations Limit Report Development Impact Fee Report Page:39 5 Tuesday, January 17, 2012Cupertino City Council Cupertino Redevelopment Agency 9.Subject:Municipal Improvements, Verona Apartments, 20488 Stevens Creek Boulevard Recommended Action:Accept Municipal Improvements Description:The work included sidewalk, curb & gutter, and driveway approach improvements in the City right-of-way Staff Report A-Map Page:218 10.Subject:City Project, Energy Savings Performance Contract with Siemens Building Technologies, Inc Recommended Action:Accept City project Description:The completed project included the induction retrofit of 2,913 street lights and 92 irrigation controllers Staff Report Page:220 11.Subject:Amend July 1, 2010 through June 30, 2012 terms and conditions of employment for the Cupertino Unrepresented (Management and Confidential) Employees Recommended Action:Adopt Resolution No. 12-002 Description:Delete the classification of City Architect and add the classification of Capital Improvement Program (CIP) Manager Staff Report Draft Resolution Attachment A-1 Page:221 12.Subject:Stevens Creek Corridor Park and Restoration Phase 2 –Amend design services agreement Recommended Action:Adopt Resolution No. 12-003, authorizing the City Manager to negotiate and execute an amendment to the agreement with SSA Landscape Architects for design services for Stevens Creek Corridor Park and Restoration Phase 2, Project 9134 Staff Report A-Draft Resolution B-Area Map Page:250 6 Tuesday, January 17, 2012Cupertino City Council Cupertino Redevelopment Agency 13.Subject:Tract Map, Habitat for Humanity, Silicon Valley, a California Non-Profit Organization, 20630Cleo Avenue Recommended Action:Adopt Resolution No. 12-004 Description:A resolution approving a Tract Map that subdivides an approximately 13,213 square foot parcel into six parcels consisting of 4 residential lots and two common lots, rangingin size from 1,432 to 5,234 square feet in area Staff Report A-Draft Resolution B-Area Map C-Tract Map Page:254 14.Subject:Resignation of Library Commissioner Ron Miller Recommended Action:Accept resignation and direct staff to set the following deadlines: Application deadline: Friday, January 27, 4:30 p.m., in the City Clerk’s Office; Interviews: Tuesday, February 7, 5:30 p.m., Conference Room A Staff Report A. Resignation Email Page:259 15.Subject:Seventh Amendment to the Agreement between Santa Clara County and the City of Cupertino for Abatement of Weeds Recommended Action:Adopt Resolution No. 12-005 Staff Report Draft Resolution Page:261 SECOND READING OF ORDINANCES 16.Subject:Ordinance amending Chapter 9.18 (Stormwater Pollution Prevention and Watershed Protection) Recommended Action:Conduct second reading and enact Ordinance No. 11-2088: "An Ordinance of the City Council of the City of Cupertino amending Chapter 9.18 (Stormwater Pollution Prevention and Watershed Protection) of the Cupertino Municipal Code to specify the legal authority and implement the requirements in the City’s stormwater permit" Staff Report Draft Ordinance Page:263 17.Subject:Ordinance regarding technical amendments and clarifications to General Plan Land Use Map, Zoning Map, and Heart of the City Specific Plan Recommended Action:Conduct secondreading and enact Ordinance Nos. 11-2086 and 11- 2087. Ordinance No. 11-2086: "An Ordinance of the City Council of the City of Cupertino amending the Zoning Map to specify boundaries of the Heart of the City Specific Plan area and to refer to the Heart of the City Specific Plan for the zoning designations”; Ordinance No. 11-2087: "An Ordinance of the City Council of the City of Cupertino amending the Heart 7 Tuesday, January 17, 2012Cupertino City Council Cupertino Redevelopment Agency of the City Specific Plan to incorporate technical amendments, including clarifications to the language and moving the land use and zoning designations from the General Plan Land Use Map and Zoning Map into maps into the Heart of the City Specific Plan” Description:Applicant: City of Cupertino; Application No: SPA-2011-01; Location: Citywide; Description: Specific Plan Amendment for clarifications to the Heart of the City Specific Plan City Council Report A. Ordinance 11-2086, Amendments to the Zoning Map B. Ordinance No. 11-2087, Amendments to the Heartof the City Specific Plan C. Resolution No. 11-190,Amendments to the General Plan Land Use Map D. November 15, 2011 City Council Report E. Redlined Text Changes F. List of Properties by Assessor's Parcel Numbers Page:306 PUBLIC HEARINGS 18.Subject:Rezoning from A1-43 (Agricultural Residential) and R1-10 (Single-Family Residential) to R1-20 (Single Family Residential) of a 0.775-acre lot and its half street Recommended Action:Adopt Negative Declaration (EA-2011-13) and conduct first reading of Ordinance No. 12-2090approving rezoning (Z-2011-04): "An Ordinance of the Cupertino City Council rezoning a portion of one lot and its fronting half-street of 0.456 acre from A1- 43 (Agricultural Residential) to R1-20 (Single Family Residential) and the remaining portion of the lot and its fronting half-street of 0.319 acre from R1-10 (Single Family Residential) to R1-20 (Single Family Residential) located at11215 Mount Crest Place, APN 356-26-026" Description:Applications: Z-2011-04, EA-2011-13; Applicant: Daryl Fazekas (Isaac Segal); Location: 11215 Mount Crest Place, APN356-26-026; Environmental Determination: Negative Declaration; Description: Rezoning application to rezone approximately 0.456 acre from A1-43 (Agricultural Residential) to R1-20 (Single Family Residential) and approximately 0.319 acre from R1-10 (Single Family Residential) to R1-20 (Single Family Residential) Staff Report A. PC Resolution No. 6680 B. PC Staff Report dated 11/7/2011 C. Draft PC Meeting Minutes dated 11/7/2011 D. Zoning Plat Map E. Site Plan F. Negative Declaration, ERC Recommendation, Initial Study G. Re-zoning Ordinance Page:394 8 Tuesday, January 17, 2012Cupertino City Council Cupertino Redevelopment Agency ORDINANCESAND ACTION ITEMS 19.Subject:Abatement of a public nuisance (weeds) pursuant to provisions of Cupertino Municipal Code Chapter 9.08 and Resolution No. 11-189 Recommended Action:Note objections and adopt Resolution No. 12-006 Staff Report A. Draft Resolution B. Weed Abatement Program Commencement Report C. Notice to Destroy Weeds D. Letter to Property Owners from County E. Cupertino Weed Abatement Program Schedule F. Approved Resolution No. 11-189 Page:428 20.Subject:Ordinance amending the Cupertino Municipal Code Relating to Bicycle Lanes Recommended Action:Conduct first reading of Ordinance No. 12-2091: “An Ordinance of the City Council of the City of Cupertino Amending Section 11.08.250 of the Cupertino Municipal Code Relating to Bicycle Lanes--Designated; Rodrigues Avenue between De Anza Boulevard and Blaney Avenue” Staff Report Draft Ordinance Page:452 21.Subject:Analysis of Impediments to Fair Housing Choice (AI) Recommended Action:Adopt Resolution No. 12-007approving the Analysis of Impediments to Fair Housing Choice (AI) and directing staff to forward the AI to the U.S. Department of Housing and Urban Development (HUD) to be placed on file Staff Report A. Draft Resolution B. AI Page:455 22.Subject:City’s surplus property on Greenleaf Drive Recommended Action:Adopt Resolution No. 12-008authorizing the City Manager to negotiate and execute a contract to sell an abandoned well lot on Greenleaf Drive to the property owners on the adjoining property at 10500 Castine Avenue Staff Report A-Draft Resolution B-Map of Well Site Page:580 9 Tuesday, January 17, 2012Cupertino City Council Cupertino Redevelopment Agency 23.Subject:Authorize City Manager to conduct a Request for Qualification process for tennis services at the Cupertino Sports Center Recommended Action:Staff recommends that the City Council authorize the City Manager to conduct a Request for Qualifications process for the provision of tennis instruction at the Cupertino Sports Center Staff Report A. RFQ Page:584 24.Subject:Council assignments for local and regional organizations and agencies Recommended Action:Select assignments No written materials in packet Page:No written materials in packet REPORTSBY COUNCIL AND STAFF ADJOURNMENT Adjourn to Monday, January 23 at 6:00 p.m. for Commission interviews, City Hall Conference Room A, 10300 Torre Avenue, Cupertino, CA 95014. REDEVELOPMENT AGENCY MEETING Canceled for lack of business. The City of Cupertino has adopted the provisions of Code of Civil Procedure §1094.6; litigation challenging a final decision of the City Council/Redevelopment Agency must be brought within 90 days after a decision is announced unless a shorter time is required by State or Federal law. Any interested person, including the applicant, prior to seeking judicial review of the city council’s decision with respect to quasi-judicial actions, must first file a petition for reconsideration with the city clerk within ten days after the council’s decision. Any petition so filed must comply with municipal ordinance code §2.08.096. In compliance with the Americans with Disabilities Act (ADA), the City of Cupertino will make reasonable efforts to accommodate persons with qualified disabilities. If you require special assistance, please contact the city clerk’s office at 408-777-3223 at least 48 hours in advance of the meeting. Any writings or documents provided to a majority of the Cupertino City Council after publication of the packet will be made available for public inspection in the City Clerk’s Office located at City Hall, 10300 Torre Avenue, duringnormal business hours and in Council packet archives linked from the agenda/minutes page on the Cupertino web site. 10 CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject:Conference with real property negotiator (Government Code 54956.8); Property: Abandoned well lot on Greenleaf Drive, Cupertino, CA, 95014; APN 326-41-114; Negotiating Parties: Director of Public Works; Under Negotiation: Price and terms of sale NO WRITTEN MATERIALS IN PACKET 11 CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject:Proclamation recognizing Angela Zhang, the Monta Vista high school student who won a $100,000 scholarship. NO WRITTEN MATERIALS IN PACKET 12 CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject:Proclamation recognizing the Homestead High School Band for their hard work and dedication to the community. NO WRITTEN MATERIALS IN PACKET 13 DRAFT MINUTES CUPERTINO CITY COUNCIL Special Meeting November 15, 2011 ROLL CALL At 5:30 p.m. Mayor Gilbert Wongcalled the specialmeeting to order in the Council Chamber, 10350 Torre Avenue, Cupertino, California. Present: Mayor Gilbert Wong, Vice-Mayor Mark Santoro, and Council members Barry Chang, Orrin Mahoney. Absent:Kris Wang (recused herself from the study session itemsince her residence is within 500 feet of the area being discussed). STUDY SESSION 1.Subject:Study session on a request to enter into a land lease at Jollyman Park for a wireless communications facility Recommended Action:Conduct study session Description:Application: none; Location: Jollyman Park (Stelling Road near Highway 85) APNs: 359-25-049, 359-25-002, 359-25-024, 359-25-048 Parks and Recreation Director Mark Linder reviewed the staff report. City Attorney Carol Koradeclarified that thisitem isfor Council to discuss whether or not to enter into a private property transaction to lease Jollyman Park. If Council decides yes, then the wireless communication carrier would then come back to the Planning Commission for a regulatory decision. Public Safety Commission Chair Tamara Pow said that the Public Safety Commission is concernedaboutthelack of ability for Cupertino residents to call 911 from acell phone or for sheriff's deputies to receive calls while patrolling,andthatincreasing AT&T coverage is necessary. Capt. Carl Neusel said that he supports additional cell coverage in Cupertino and explained that sheriff’s deputies rely on cell phones to developleads for all sorts of crimes and it’s important to protect identities of victims and witnesses that can't be broadcast over the radio. He noted that efforts duringtheLehigh shooting using mobile identification units didn't work well due tolack of coverage. 14 November 15, 2011Cupertino City Council Page 2 Technology, Information, and Communications Commissioner Peter Friedland referred to the Wireless Communication Facilities ordinance which speaks to potential site locationsin the City and noted that Jollyman Park is one area that has poor coverage. He said he thought that othercarriers had better coverage than AT&T. Santa Clara County Senior Emergency Services CoordinatorMiguel Gray said that this is a way toimprove bandwidth and overall cell phone coverage in the City’s Emergency Operation Center (EOC) and to help members of the public make a 911 call. He mentioned that a recent report from the Congressional Research Service pointedout that in the future, the SCCAlert System woulduse a system called Personalized Local Alerting Network (PLAN) that would allow governmentofficials the ability to communicate via text through cell towers. Mathur Vinjamurysaid hewasan AT&T subscriber. Heshowed apicture of the tower cupola near Bollinger and Miller and noted that it wasn’t very attractive. He said he was concerned about both aesthetics and health issues of cell tower antennas. Ardith West said that Cupertino can be a candidate for a cell tower, but that this isn’t the right location. She noted that Jollyman Park residents are impacted already by Highway 85 and they don’t need more pollution in that area. She said that something closer to the hills would be better. Koyi Chu said that she is an AT&T customer and hasno problem using her cell phone in that area. She explained that an area next to a playground wouldn’t be a good location but rather somewhere near Lincoln, Kennedy, or Monta Vista, or in the hills would be better. Peggy Fangsaid shelives oneblock from Jollyman Park and that it's a small, busy park with lots of children and dogs. She said she doesn't want atower of that height in Jollyman Park. JudyKuo distributed a petitionof 173 signaturesto stop thepermits and land use for Cortel, LLC andAT&T to useJollyman Park. She noted that the issue of a cell tower at that location was already talked about and she asked whyit was being brought upagain. She said that cell towers cause health hazards and that it would be an eyesore at the park. She said a better location would be at a commercial location or on top of a hill. Pallavi Topranisaid that she is a resident of Jollyman Park and agreed with the sentiments of other speakers. She explained that there is a need for acell tower but disagreeswiththe location. She said that a 60-foot towerwould beahindranceand that AT&T would need to do maintenance on the tower either during day when kids, etc. are at the park,or at night usingbright lights. Susan Peters said that hermain concern is long-term studies have notbeendoneregarding health issueswith cell towers.She also said that a tower would be aestheticallyugly and that trucks would be coming in and out to domaintenance.She urged Council to find a different location. 15 November 15, 2011Cupertino City Council Page 3 Mark Matsumoto from the Cupertino Chamber of Commerce referred to the 2007 survey done by the Technology Commission (TICC) which found that the Kennedy/Monta Vista area hadpoor cell phone reception. He explained that he didn’t want to dismiss any safety or aesthetic concerns but wanted the Chamber toremain apositive resource to help answer questions for those who have concerns about health and aesthetics. He said that improving cell phone coveragehelps with public safety concerns but also helps the business community have access to voice and data which is important in day to day operations and expanding their business He said the Chamber supports expanded coverage in this area but had no comment onsupporting the lease. Charlie Hansonsaid he lives next to Jollyman Park and urged Council to not enter into a lease agreement because it's premature to talk about a lease without details. AT&T has other alternatives if coverageis needed.He suggested that AT&T approach the school and college districts. Chris Jang and two of hisfamily members (Vera Cheng and Paul Cheng) urged Council to deny entering into a lease agreement for the following reasons: AT&T has not shown a gap in coverage; Jollyman Park is not the most optimal site; a60-feet tall cell phone towerisnot compatible with the area. He showed a cell coverage map ofthe area from www.wireless.AT&T.comand explained that according to theirwebsite AT&T hasperfect coverage in the area. Healso noted that Jollyman Park is not directly themiddle point and that De Anza Collegewould be a better site. John Hom said helives near Jollyman Park. He urged Council to vote no on the lease because acell tower at the park would expose children to health hazards. Cecil Coesaid that the Cityshould put arequirement for all cell phone operators to work together to try and find a solution for cell phone coverage issues. He urged Council to vote no on the lease. Tasha Skinner from AT&T said that she was present at the meeting onlyto observeand answer questions since currently there is no zoning application until the City expresses interest in moving forward with a lease. She noted she would get back to staff to explainwhy a coverage map shown by a resident this evening is different than what is on the AT&T website. She also noted that Misako Hill, consultant from Cortel, LLC,and Randy Okamora, Community Liaison for AT&T Internal Affairs,were present to answer any questions. Council discussed the issue and the comments included: AT&T wouldn’t be investigating a site if there weren’t a need to satisfy customers; theywant to wait until there is a full Council since Wang recused herself and the new Council member hasn’t been sworn in yet; if this location has already been deniedand there is perfect coverage in that area,then why is AT&T coming back; a cell tower would put additional pollution in the area; they want to wait and see what theResults Waytower would look like and how the coverage works; they haven’t seen any good studies currently regarding proof of cell towers being a safety problem; they do see a safety issue when emergency responders can't get to people or residents call out for 911; and before this item comes back before Council, staff should work with the cell provider to 16 November 15, 2011Cupertino City Council Page 4 do outreach to community to try tomitigate as many concerns as possible ahead of time; the Council was infavor of a postponement. RECESS Council was in recess from 6:50p.m. to 6:57p.m. PLEDGE OF ALLEGIANCE At 6:57p.m. Mayor Gilbert Wong reconvenedthe specialmeeting in the Council Chamber, 10350 Torre Avenue, Cupertino, California, and led the Pledge of Allegiance. ROLL CALL Present: Mayor Gilbert Wong, Vice-Mayor Mark Santoro, and Council members Barry Chang, Orrin Mahoney, and Kris Wang. Absent: none. CLOSED SESSION -None Mayor Wong recognized newly-elected Council member Rod Sinks. CEREMONIAL MATTERS –PRESENTATIONS 2.Subject:Recognize students for their volunteer work at Silicon Valley Korean School Recommended Action:Present Certificates of Appreciation Mayor Wong handed out the certificates to the students. POSTPONEMENTS Santoro moved and Mahoney seconded to postponeitem number 16to a meeting in February. City Attorney Carol Korade clarified that the decision on this item could be based on anything, including coverage, health, aesthetics, etc. since this is a private land owner agreement and it's not a regulatory action on an actual tower. Council has no obligation to lease any property but if Council does decide on a lease, then any subsequent action is subject to all therules and regulations about approving or denying a cell tower application. The motion carried with Wang abstaining. Wang moved and Chang secondedto postpone itemnumber 13.The motion failed with Chang and Wang voting yes. WRITTEN COMMUNICATIONS Deputy City Clerk Grace Schmidt distributed copies of the following items: 17 November 15, 2011Cupertino City Council Page 5 Personal wireless service facility approvals, staff PowerPoint presentation for item number 1, petition to stop permits and land use approved to Cortel, LLC and AT&T at Jollyman Park, Jollyman Park wireless communication facility study session Email from Ned and Rusty Britt, revised Attachment E, revised Attachment D, chart of minor amendments to zoning designations, staff PowerPoint presentationfor item number 11, Heart of the City Specific Plan Email from Chi-I Lang, slope lot regulations, staff PowerPointpresentationfor item number 12, tentative parcel map on Lindy Lane PowerPoint presentation for item number 13, Kunshan Sister City Email from Mary Ellen Hennig for item number 15, community tree Emails from Bhavini and Vijay Kamarshi, Ardith West, and objections from 3 properties on Elderwood Ct. for item number 16, Jollyman Park wireless communication facility Email from Keith Murphy, letter from Paula Davis at Chamber of Commerce, responses from Darrel Lum, staff PowerPoint presentation for item number 17, petition for reconsideration ORAL COMMUNICATIONS Michael Gottwald welcomed back Gilbert Wong to the City Council, thanked Kris Wang for her years of service and welcomed new Council member Rod Sinks. CONSENT CALENDAR Mahoneymoved and Wang seconded to approve the items on the Consent Calendar as recommended.Ayes: Chang, Mahoney, Santoro, Wang, and Wong. Noes: None. Abstain: None. 3.Subject:November 1 City Council minutes Recommended Action:Approve minutes 4. Subject:Accounts Payable for period ending October 28, 2011 Recommended Action:Adopt Resolution No. 11-185 5.Subject:Accounts Payable for period ending November 4, 2011 Recommended Action:Adopt Resolution No. 11-186 6.Subject:Citizens’Option for Public Safety (COPS) grant funding request Recommended Action:Adopt Resolution No. 11-187 7.Subject:Add Roth 457 option to Nationwide Deferred Compensation Plan Recommended Action:Adopt Resolution No. 11-188 8.Subject:Declare weeds a nuisance and set hearing date of January 17 for objections to proposed removal Recommended Action:Adopt Resolution No. 11-189 9.Subject:Alcoholic Beverage License, I Sushi, 21670 Stevens Creek Blvd (near Imperial) 18 November 15, 2011Cupertino City Council Page 6 Recommended Action:Approve application for On-Sale Beer & Wine 10.Subject:Don Burnett Bridge signage and dedication plaque Recommended Action:Authorize staff to use proposed text and proceed with fabrication of two bridge signs and dedication plaque ITEMS REMOVED FROM THE CONSENT CALENDAR(above) -None PUBLIC HEARINGS 11.Subject:Technical amendments and clarifications to General Plan Land Use Map, Zoning Map, and Heart of the City Specific Plan Recommended Action:Approve project and conduct the first reading of Ordinance No. 11- 2086: "An Ordinance of the City Council of the City of Cupertino amending the Zoning Map to specify boundaries of the Heart of the City Specific Plan area and to refer to the Heart of the City Specific Plan for the zoning designations”; and Conduct the first reading of Ordinance No. 11-2087: "An Ordinance of the City Council of the City of Cupertino amending the Heart of the City Specific Plan to incorporate technical amendments, including clarifications to the language and moving the land use and zoning designations from the General Plan Land Use Map and Zoning Map into maps into the Heart of the City Specific Plan”; and Adopt Resolution No. 11-190 specifying boundaries of the Heart of the City Specific Plan Description:Applicant: City of Cupertino; Application No: SPA-2011-01, GPA-2011-04, Z- 2011-05; Location: Citywide; Description: Specific Plan Amendment for clarifications to the Heart of the City Specific Plan,General Plan Amendment for clarifications to the City's Heart of the City Specific Plan, Re-Zoning of certain parcels within the City's Heart of the City Specific Plan area in accordance with the Specific Plan and General Plan amendments; environmental determination is exempt Senior Planner Aki Honda Snelling reviewed the staff report. Mayor Wong opened the public hearing at 8:02 p.m. Jennifer Griffin said that she wants to make sure the look and feel of Cupertino’s east side is maintained all the way to the Monta Vista area. She was concerned that there had never before been mention of having the property near Vallco Parkway be rezoned to retail. She said she wanted to keep it industrial/high tech. Jason Lundgaard representing Apple said the main concern was to be sure that the Apple buildings on the north side of Vallco Parkway remain as conforming uses to keep it as planned industrial and to add commercial zoning. Keith Murphy askedif there would be an administrative reviewand approvalprocess regarding exceptions, if those would be posted on the website, and was also concerned that there was no sunset to permits granted after two years. 19 November 15, 2011Cupertino City Council Page 7 Mayor Wong closedthe public hearingat 8:08p.m. Mahoney moved and Wang seconded to approve the projectwith the changes listed below. The motion carried unanimously. Deputy City Clerk Grace Schmidt read the title of Ord. No. 11-2086to include the changes listed below.Mahoney moved and Wang seconded to read the ordinance by title only, and that the City Clerk’s reading would constitute the first reading thereof. Ayes: Chang, Mahoney, Santoro, Wang, and Wong. Noes: None. Mahoney moved and Wang seconded to adopt Resolution No. 11-190 with the changes listed below. The motion carried unanimously. Deputy City Clerk Grace Schmidt read the title of Ord. No. 11-2087to include the changes listed below. Mahoney moved and Wang seconded to read the ordinance by title only, and that the City Clerk’s reading would constitute the first reading thereof. Ayes: Chang, Mahoney, Santoro, Wang, and Wong. Noes: None. The following changes apply to Ord. No. 11-2086, 11-2087, and Resolution No. 11-190: In the section on exception process for development standards, add “Refer to Zoning Ordinance Chapter 19.12, Administration” Biltmore Apartmentssite –zone as P(R3) 10-20 Abundant Life Church site –zone as P(CG, RES) and clarify that existing churches with a use permit are permitted City Center north site –zone as P(CG, OP, RES) Sears/Vallco Mall –zone as P(CG) Rosebowl and Mainstreet sites –zone as P(CG, ML, RES) Apple sites on Vallco Parkway –zone as P(MP, CG) 12.Subject:Amendment of an approved 3-lot Tentative Parcel Map at 21989 Lindy Lane Recommended Action:Approve recommendation from the Planning Commission Description:Application: M-2011-06; Applicant: Frank Sun; Location: 21989 Lindy Lane; APN: 356-25-024; Environmental Declaration: Exempt; Amendment to an approved 3-lot Tentative Parcel Map (TM-2005-05) to modify development restrictions to reflect current R1-Zoning development standards Council member Mark Santoro recused himself because his residence is within 500 feet of the project,and left the dais. Senior Planner ColinJungreviewedthe staff report. Applicant Frank Sun reviewed the project and asked for approval. Mayor Wong opened the public hearing at 9:04 p.m. John James said he supported theamendment. 20 November 15, 2011Cupertino City Council Page 8 Marie Lin said she wanted the hillside to remain stable,and she supported theamendment. Patrick Kwok said he supported thestaff's recommendation to approve the amendment. Mayor Wong closed the public hearing at 9:12 p.m. Mahoney moved and Chang seconded to approve the recommendation from the Planning Commission and approve the amendment. The motion carried with Santoro absent from the dais. Council recessed from 9:15 p.m. to 9:27 p.m. UNFINISHED BUSINESS NEW BUSINESS 13.Subject:Consider establishing a sister city relationship with Kunshan, China. Recommended Action:Establish relationship City Manager Dave Knapp reviewed the staff report. Don Sun made a PowerPoint presentation. The following individuals were in support of establishing a sister city relationship with Kunshan, China: Vicky Tsai Rayne Lin Jenny Cheung Bonnie Zhang Mark Matsumoto speaking for Ken McClellan Qi Wang Patrick Kwok Dr. Frank Sun Mahoney moved and Chang seconded to send a letter of intent to the Cupertino Committee and Kunshan that Council would like to see the process move forward, hoping to build a long-term relationship in the future and wouldlike to hear more detail from the Cupertino Committee regarding its activities and how Kunshanenvisions a relationship with Cupertino. The motion carried with Wong voting no. Council recessed from 10:40 p.m. to 10:50 p.m. 21 November 15, 2011Cupertino City Council Page 9 14.Subject:Amend Chapter 9.18 (Stormwater Pollution Prevention and Watershed Protection) of the Cupertino Municipal Code to specify legal authority and implement requirements in the City’s stormwater permit Recommended Action:Conduct first reading Ordinance No. 11-2088: "An Ordinance of the City Council of the City of Cupertinoamending Chapter 9.18 (Stormwater Pollution Prevention and Watershed Protection) of the Cupertino Municipal Code to specify the legal authority and implement the requirements in the City’s stormwater permit" Public Works Director Timm Borden reviewed the staff report. Deputy City Clerk Grace Schmidt read the title of the ordinance. Wang moved and Mahoney seconded to read the ordinance by title only, and that the City Clerk’s reading would constitute the first reading thereof. Ayes: Chang, Mahoney, Santoro, Wang and Wong. Noes: None. 15.Subject:Consider a request to change the name of the "Community Tree Lighting" event to "Christmas Tree Lighting" Recommended Action:Staff recommends that the City of Cupertino continue its community buildingefforts and retain the name "Community Tree Lighting" Parks and Recreation Director Mark Linder reviewed the staff report. The following individuals were in support ofadding the word Christmas somewhere in the name of the event. Dr. Frank Sun Donene Harrison Mary Ellen Hennig Dan Morris Suzanne Ford Patrick Kwok Mahoney moved tochange the name of the ceremony to “Holiday Tree Lighting” beginning in 2012. The motion died for lack of a second. Wang moved and Mahoney seconded to call the ceremony “Tree Lighting.” Wang amended the motion to call the ceremony “Christmas Tree Lighting”. Mahoney didn’t accept it as a friendly amendment, but Chang seconded the motion. Wang withdrew her motion and offered a new motion to call the ceremony “Tree Lighting.” Mahoney seconded the motion. The motion carried with Wong and Chang voting no. 16.Subject:Consider AT&T's request to enter into a land lease at Jollyman Park for a wireless communications facility Recommended Action:Consider whether ornot to authorize the City Manager to negotiate and/or execute a lease with AT&T to construct a wireless communications facility at Jollyman Park. 22 November 15, 2011Cupertino City Council Page 10 Description:Application: none; Lessee's Representative: Misako Hill for Cortel, LLC and AT&T; Location:Jollyman Park (Stelling Road near Highway 85) APN: 359-25-049, 359- 25-002, 359-25-024, 359-25-048. Under Postponements, this item was postponed to a Council meeting in February. 17.Subject:Petition for Reconsideration of Cupertino Crossroads Development Proposal Recommended Action:Adopt Resolution No. 11-191 upholding approval of project Description:Applicant: Mark Creedon (Byer Properties); Appelant: Darryl Lum; Permit Nos: ASA-2011-12, DP-2011-03, EXC-2011-10, TR-2011-30; Location: 20750 Stevens Creek Boulevard (Cupertino Crossroads); APN: 359-08-006, 359-08-013, 359-08-020; Environmental Determination: Negative Declaration (EA-2011-10); Descriptions: a. Architectural and Site approval for two new retail building pads and associated site improvements, including, but not limited to, parking lot re-orientation, lighting, landscaping and street frontage improvements consistent with the Heart of the City Specific Plan. b. Development Permit to allow the construction of two new retail building pads; 8,136 square feet and 5,086 square feet respectively and demolition of an existing 4,930 square foot restaurant building, for a net square footage increase of 8,292 square feet. c. Exception to the Heart of the City Specific Plan to allow a 26 foot front setback for a new 5,086 retail building pad, where a 35 foot front setback is required. d. Tree Removal Permit to allow the removal and replacement of seventy nine trees within an existing shopping center parking lot in conjunction withthe proposed new development Assistant Planner George Schroeder reviewed the staff reportand explained the grounds for reconsideration as specified in the City’s Municipal Code. Dr.DarrylLum reviewed hisPetition for Reconsiderationin detail.He concludedthat the three apparent constraints (oak tree, parking lot, and grade difference) are not valid, unique surrounding land uses that make it difficult to adhere to the development standards and therefore,the findings for anException to the Heart of the City Specific Plan don’t meet the criteria.He asked Council to reconsider the exception and to approve his Petition for Reconsideration. Architect Charles Kahn noted that David Taxinwas also presentto represent the ownership of the property. Mr.Kahn explained thathe wouldn't be asking for anyexceptionsif he didn't think they were necessary, andhe doesn't think thiswouldset precedencefor future exceptions. Mayor Wong read comments from speaker cards of individualswho weren’t able to stayto speak,including Marolyn Chow, Norm Hackford, Dennis Whittaker, and Michael Gottwald. The first threeindividuals noted that they supportedthe Petition for Reconsideration, and Mr. Gottwald noted that he supported the restaurant and success for the shopping Center. Mark Matsumoto said that the Chamber of Commerce supportedthe project as approved and asked Council to deny the Petition for Reconsideration. 23 November 15, 2011Cupertino City Council Page 11 Keith Murphy said that he supported the development project but that Council needs to follow the General Plan and the Heart of the City Specific Plan. He noted that the Petition for Reconsideration was compelling. Steve Scharf said that Council granted the exception disregarding theevidence and chose to not abide by the Heart of the City plan inits action. He said he supported the Petition for Reconsideration and asked Council to go back and examine the facts. Mahoney moved and Chang seconded to adopt ResolutionNo. 11-191 upholding approval of the project. Chang added that he wants to emphasize keepingthe tree. The motion carried with Santoro voting no. ORDINANCES -None STAFF REPORTS Parks and Recreation Director Mark Linder asked Council for direction on whether to negotiate a new contract withLifetime Tennis for tennis lessons or send outa Request for Qualifications (RFQ)to other contractors. Council directed staff to come back with an RFQ. COUNCIL REPORTS Council members highlighted the activities of their committees and various community events. ADJOURNMENT At 12:55a.m., on Wednesday, November 16, the meeting was adjourned. ____________________________ Grace Schmidt, DeputyCity Clerk Staffreports, backup materials, and items distributed at the City Council meeting are available for review at the City Clerk’s Office, 777-3223, and also on the Internet at www.cupertino.org. Click on Agendas & Minutes, then click on the appropriate Packet. Most Council meetings are shown live on Comcast Channel 26 and AT&T U-verse Channel 99 and are available at your convenience atwww.cupertino.org. Click on Agendas & Minutes, then click Archived Webcast. Videotapes are available at the Cupertino Library, or may be purchased from the Cupertino City Channel, 777-2364. 24 DRAFT MINUTES CUPERTINO CITY COUNCIL Regular Adjourned Meeting Tuesday, December 6, 2011 PLEDGE OF ALLEGIANCE At 6:45 p.m. Mayor Gilbert Wongcalled the regularadjournedmeeting to order in the Council Chamber, 10350 Torre Avenue, Cupertino, California, and led the Pledge of Allegiance. ROLL CALL Present: Mayor Gilbert Wong, Vice-Mayor Mark Santoro, and Council members Barry Chang, Orrin Mahoney, and Kris Wang. Absent: none. Mayor Wong acknowledged several dignitaries in attendance including Supervisor Liz Kniss, Sheriff Laurie Smith, former Sunnyvale Mayor John Howe, Cupertino School Board Trustee Ben Liao, Cupertino School Board Trustee Anjali Kausar, Former Cupertino Mayor Dolly Sandoval, former Cupertino Mayor Sandy James and former Cupertino Mayor Nick Szabo. Mayor Wong introduced members of the staff: David Knapp, City Manager; Carol Korade, City Attorney; Carol Atwood, Director of Administrative Services; Mark Linder, Director of Parks and Recreation; Aarti Shrivastava, Director of Community Development; Timm Borden, Director of Public Works; Kimberly Smith, City Clerk; Rick Kitson, Director of Public Information and Environmental Services; Carl Neusel, Cupertino Sheriff Captain; and Terry Calderone, former Cupertino Sheriff Captain. CLOSED SESSION 1.Subject: Public Employee Performance Evaluation(Government Code 54957)-City Attorney Recommended Action: Conduct review Mayor Wong announced that the City Council conducted the review, and no action was taken. ORAL COMMUNICATIONS Leslie Fowler stated her opposition to the Santa Clara Valley Water District’s action to add fluoride to the water supply. She noted that 29 communities in the past year had discontinued 25 Tuesday, December 6, 2011Cupertino City Council adding fluoride to their water supplies. Additionally she commentedthat it would cost between 4 ½ and 9 ½ million dollars to start up a water fluorination program. In her opinion this did not make any sense. Recent studies showed that the dangers of over-exposure to fluoride outweighed any benefits and she would like to see the Council add this matter to the next Council agenda. Michael Gottwald thanked Kris Wang for her years of service and for being an outstanding leader in the community. He also thanked Supervisor Liz Kniss for her leadership and contributions to the community. ELECTION RESULTS 2.Subject: Receive declaration of election results for the General Municipal Election held on November 8, 2011 Recommended Action: Adopt Resolution No. 11-192 City Clerk Kimberly Smith announced the results of the Canvass of Votes, and said that a total of 10,306 ballots were cast in the election. Measure C, Transient Occupancy Tax, passed with 8,088 votes in favor and 1,717 votes opposed. For the two City Council seats, the two people who received the most votes were Gilbert Wong, who received 4,022 votes, and Rod Sinks, who received 3,879 votes. The City Clerk asked the City Council to adopt Resolution No. 11-192 receiving the declaration of election results and declaring the adoption of Ordinance No. 11-2089. Wang moved and Santoro seconded to adopt resolution No. 11-192. The motion carried unanimously. RECOGNITION OF OUTGOING COUNCIL MEMBER 3.Subject:Council members and audience members were invited to say farewell to Council member Kris Wang. The City Channel showed a video retrospective of Kris Wang’s eight years on the City Council. Mayor Wong presented Kris Wang with a “memory box” full of mementoes of her time on the City Council. City Manager David Knapp thanked Kris Wang for her years of serviceon the City Council. He stated that it had been a pleasure to work with her and commended her energy and tireless efforts on behalf of the community. The Council members stated their thanks for all of the contributions Kris Wang had made while on the Council. They commended her dedication, sense of fairness, willingness to listen,and sense of humor. 26 Tuesday, December 6, 2011Cupertino City Council Kris Wang stated that it had been a privilege and an honor to serve Cupertino. She noted that Cupertino was an incredible community not only as the home ofmajor technological companies and excellent schools but also because of its energetic volunteers, dedicated teachers and excellent staff and committee/commission members. She considered herself lucky to have served Cupertino. She thanked her family and the residents for their support and she thanked her fellow Council members for their friendship. She wished Cupertino the best in the future and noted that she looked forward to continuing to work in the community. The following individuals thanked Kris Wang for her years of service on the City Council and wished her well in her future endeavors: Laurie Smith, Santa Clara County Sheriff, presented a plaque to Kris Wang on behalf of the Sheriff’s Department Liz Kniss, Board of Supervisors, presenteda plaque to Kris Wang on behalf of the Santa Clara County Board of Supervisors Sherman Wong, son Michael Gottwald, Cupertino resident Ann Stevenson, Cupertino Library Commissioner Fari Aberg, Cupertino resident Angela Chen, President of the Cupertino Hsinchu Sister City Association Dave Fung, Parks and Recreation Commissioner Kuo-Lon Soong, Cupertino resident John Zirelli, President –Cupertino Chamber of Commerce, presented Kris Wang with a bouquet of flowers Johnny Wang, representing acupuncture association Sandy James, former Cupertino Council member and Mayor OATH OF OFFICE 3.Subject:Oath of Office is given to the newly-elected Council members. Gilbert Wong and Rod Sinks introduced their family members. Supervisor Liz Kniss administered the Oath of Office to Council member Gilbert Wong, and City Clerk Kimberly Smith administered the Oath of Office to Council member Rod Sinks. MAYOR AND VICE-MAYOR 5.Subject:Election of Mayor and Vice-Mayor. Mahoney moved and Wong seconded to select Mark Santoro as Mayor. The motion carried unanimously with Council Member Chang abstaining. Wong moved and Santoro seconded to select Orrin Mahoney as Vice-Mayor. The motion carried unanimously with Council member Chang abstaining. 27 Tuesday, December 6, 2011Cupertino City Council OATH OF OFFICE 6.Subject:Oath of Office is given to the newly-elected Mayor and Vice-Mayor. Supervisor Liz Kniss administered the Oath of Office to Mayor Mark Santoro, and City Clerk Kimberly Smith administered the Oath of Office to Vice-Mayor Orrin Mahoney. Mayor Santoropresented a gavel plaque to Gilbert Wong in recognition of his service as Mayor and City Manager David Knapp gave Council member Wong a picture of Blackberry Farm on behalf of the City employees. COUNCIL COMMENTS 7.Subject: Comments by Council members and new Mayor. Vice-Mayor Mahoney congratulated Rod Sinks on his election and Mark Santoro on his new role as Mayor. He was looking forward to a great year. Council member Chang congratulated Rod Sinks. Council member Wong stated that it had been an honor to serve Cupertino as Mayor. He thanked Kris Wang for her years of service and congratulated Rod Sinks on his election to the Council. He also thanked Liz Kniss for swearing him in and congratulated MarkSantoroand OrrinMahoneyon their new roles asMayor and Vice-Mayor. Council member Sinks thanked his family and supporters and stated he was looking forward to working with the Council and staff. He considered it an honor to serve on the Council and he was looking forward to hearing from the residents on issues important to the community. Mayor Santoro welcomed RodSinksto the Council and stated that he was looking forward to working with him. He thanked Kris Wang for her years of service, the Council for selecting him as Mayor and Supervisor Liz Kniss for swearing him in. He also thanked the staff for their assistance and the residents for their support. He said that of great importance to him in the coming year was a fair, open and transparent government and toward that end he was going to start a new program called Meet the Mayor. Once amonth on the Wednesday after the first Council meeting he would be available in the former City Council chambers from 4:00 p.m. to 5:30 p.m. to meet with the public to answer questions and discuss topics of interest. In addition he was returning to the three-minute time limit for public speakers at a meeting. As was now the current practice if there were five or more speakers on any one item that issue would be moved to later on the agenda. PUBLIC COMMENTS 8.Subject:Members of the audience were invited to speak. Liz Kniss, Board of Supervisors, presented a plaque to former Mayor Gilbert Wong from the Santa Clara County Board of Supervisors Michael Gottwald, Cupertino resident, welcomed Mark Santoro and OrrinMahoney and Mayor and Vice-Mayor and thanked Gilbert Wong for his contributions as Mayor and continued role on the Council 28 Tuesday, December 6, 2011Cupertino City Council John Zirelli, President –Cupertino Chamber of Commerce, thanked Gilbert Wong for his support and presented him with a bouquet of flowers Marty Miller, Cupertino Planning Commissioner, thanked Gilbert Wong for his hard work and leadership on the Planning Commission and on the Council. He also commended Mark Santoro for his dedication and for his appointment as Mayor, welcomed Orrin Mahoney back as Vice-Mayor and congratulated Rod Sinks on his election to the Council Johnny Wang, Acupuncture Association, stated he was looking forward to working with the Mayor and Council and their continued support of the Acupuncture Association both in Cupertino and statewide Larry Dean, President –Cupertino Rotary, congratulated Mark Santoro and Orrin Mahoney on their appointments as the new Mayor and Vice-Mayor, Gilbert Wong on his re-election to the Council and Rod Sinks on his election to the Council. They were part of a great team serving the City and he wished them good luck Ben Liao, Cupertino School Board, commented that Cupertino had great schools but the schools needed a great community and good government to make it all work. He was looking forward to a continued great relationship with the City. He congratulated all involved RaziMohiuddin, local small business owner and Board Member of the West Valley Muslim Association, thanked Gilbert Wong for his support. He also welcomed Mark Santoro and OrrinMahoneyas the new Mayor and Vice-Mayor and congratulated Rod Sinks on his election to the Council Daniel Nguyen, Member –Public Safety Commission, congratulated MarkSantoro and OrrinMahoneyon their appointments as Mayor and Vice-Mayor, Rod Sinks on his election to the Council and Gilbert Wong onhis re-election to the Council Sandy James, former Cupertino Council member and Mayor and also representing the Organization of Special Needs Families and the Cupertino Veterans Memorial, thanked Gilbert Wong for his hard work and service as Mayor. She also congratulated Mark Santoro on his appointment as Mayor, Orrin Mahoney on his appointment as Vice-Mayor, Gilbert Wongon his re-election to the Council and Rod Sinks on his election to the Council. She was looking forward to working with the Council on issues important to the community John Zirelli, President –Cupertino Chamber of Commerce, congratulated Mark Santoroand Orrin Mahoney on their appointments as Mayor and Vice-Mayor and Rod Sinks onhis election to the Council. He was looking forward to working together Angela Chen, President –Cupertino Hsinchu Sister City Association, thanked Gilbert Wong for his support of the sister city program and his friendship and congratulated him on his re-election. She also congratulated Mark Santoro and Orrin Mahoney on their appointments as Mayor and Vice-Mayor and Rod Sinks on his election to the Council. She looked forward to working together 29 Tuesday, December 6, 2011Cupertino City Council ADJOURNMENT 9.Subject:The public was invited to attend the reception in the lobby. At 8:20 the meeting was adjourned. ____________________________ Kimberly Smith, City Clerk Staffreports, backup materials, and items distributed at the City Council meeting are available for review at the City Clerk’s Office, 777-3223, and also on the Internet at www.cupertino.org. Click on Agendas & Minutes, then click on the appropriate Packet. Most Council meetings are shown live on Comcast Channel 26 and AT&T U-verse Channel 99 and are available at your convenience atwww.cupertino.org. Click on Agendas & Minutes, then click Archived Webcast. Videotapes are available at the Cupertino Library, or may be purchased from the Cupertino City Channel, 777-2364. 30 COMMUNITY DEVELOPMENT DEPARTMENT CITY HALL 10300 TORRE AVENUE •CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3308www.cupertino.org CITY COUNCIL STAFF REPORT Meeting: January 17, 2012 Subject Alcoholic Beverage License,Marukai Market,19750 Stevens Creek Boulevard(Marketplace Shopping Center). Recommended Action Approveapplicationfor Off-Sale General (21). Description Name of Business:Marukai Market Location:19750 Stevens Creek Boulevard Type of Business:Market Type of License:Off-Sale General(21) Reason for Application:Annual Fee& Person-to-Person Transfer Discussion There are no use permit restrictions or zoning restrictions which would prohibit this use and staff has no objection to the issuance of the license. License Type 21authorizes the sale of alcohol for consumption off the premises where sold. _____________________________________ Prepared by:Traci Caton, Planning Department Reviewed by: Gary Chao, City Planner; Aarti Shrivastava, Director of Community Development Approved for Submission by: David W. Knapp, City Manager Attachment: Application for Alcoholic Beverage License 31 32 33 34 35 COMMUNITY DEVELOPMENT DEPARTMENT CITY HALL 10300 TORRE AVENUE •CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3308www.cupertino.org CITY COUNCIL STAFF REPORT Meeting: January 17, 2012 Subject Alcoholic Beverage License,Tatami Sushi & Seafood Buffet, 10123 N Wolfe Rd, Ste 2001 (in Vallco) Recommended Action Approveapplicationfor On-Sale Beer and Wine for Bona Fide Public Eating Place. Description Name of Business:Tatami Sushi & Seafood Buffet Location:10123 North Wolfe Road, Suite 2001 Type of Business:Restaurant Type of License:On-Sale Beer and Wine for Bona Fide Public Eating Place (41) Reason for Application:Annual Fee & Person-to-Person Transfer Discussion There are no use permit restrictions or zoning restrictions which would prohibit this use and staff has no objection to the issuance of the license. License Type 41authorizes the sale of beer and wine for consumption on thepremises where sold. _____________________________________ Prepared by: Traci Caton, Planning Department Reviewed by: Gary Chao, City Planner; Aarti Shrivastava, Director of Community Development Approved for Submission by: David W. Knapp, City Manager Attachment: Application for Alcoholic Beverage License 36 37 38 ADMINISTRATIVE SERVICESDEPARTMENT CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3227www.cupertino.org CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject City year-endfinancial reports for 2010-11 Recommended Action Accept the reports Description Staff is pleased to present to the City Council the following financial reports for thefiscal year ended June 30, 2011: Comprehensive Annual Financial Report Redevelopment Agency Financial Statements Auditor’s Report to the City Council Independent Accountant’s Report on the City’s Investment Policy Appropriations Limit Report Development Impact Fee Report Except for the last item, the above were either audited or issued by the City’s certified public accountants and all reports were discussed with the Audit Committee. The auditors have given a clean opinion on the financial statements and the controls associated with producing the information. The Comprehensive Annual Financial Report hasbeensubmitted for the Certificate of Achievement Award. Fiscal Impact Acceptance of the reports has no fiscal impact. The reports themselves describe the City’s financial status as of June 30, 2011. _____________________________________ Prepared by: David Woo, Finance Director Reviewed by: Carol Atwood, Director of Administrative Services Approved for Submission by:David W. Knapp, City Manager Attachments: A.Comprehensive Annual Financial Report B.Redevelopment Agency Financial Statements C.Auditor’s Report to the City Council 39 D.Independent Accountant’s Report on the City’s Investment Policy E.Appropriations Limit Report F.Development Impact Fee Report 40 41 CITY OF CUPERTINO, CALIFORNIA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR FISCAL YEAR ENDED JUNE 30, 2011 PREPARED BY: CITY OF CUPERTINO ADMINISTRATIVE SERVICES DEPARTMENT FINANCE DIVISION 42 NOTES 43 CITY OF CUPERTINO Comprehensive Annual Financial Report For the Year Ended June 30, 2011 Table of Contents INTRODUCTORY SECTION Page Table of Contents .................................................................................................................................................. i Letter of Transmittal ........................................................................................................................................... iii Organization Chart ............................................................................................................................................ viii City Council and Directory of City Officials ..................................................................................................... ix Commissions and Committees ............................................................................................................................ x Certificate of Award for Excellence in Financial Reporting ............................................................................. xi FINANCIAL SECTION Independent Auditor’s Report ......................................................................................................................... 1 Management’s Discussion and Analysis (Unaudited) ................................................................................... 3 Basic Financial Statements: Government-wide Financial Statements: Statement of Net Assets ................................................................................................................... 19 Statement of Activities ..................................................................................................................... 20 Fund Financial Statements: Governmental Funds: Balance Sheet .................................................................................................................................... 21 Reconciliation of the Balance Sheet of Governmental Funds to the Statement of Net Assets - Governmental Activities ........................................................................ 22 Statement of Revenues, Expenditures and Changes in Fund Balances ............................................. 23 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities - Governmental Activities ......................................................................... 24 Statement of Revenues, Expenditures and Changes in Fund Balances – Budget to Actual - General Fund .................................................................................................... 25 Proprietary Funds: Statement of Fund Net Assets ........................................................................................................... 26 Statement of Revenues, Expenses and Changes in Fund Net Assets ................................................ 27 Statement of Cash Flows ................................................................................................................... 28 Fiduciary Funds: Statement of Fiduciary Assets and Liabilities ................................................................................... 29 Notes to Basic Financial Statements ..................................................................................................... 31 Required Supplementary Information (Unaudited): Schedules of Funding Progress ........................................................................................................... 63 44 i CITY OF CUPERTINO Comprehensive Annual Financial Report For the Year Ended June 30, 2011 Table of Contents FINANCIAL SECTION (Continued) Page Other Supplementary Information: Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual - Public Facilities Corporation Debt Service Fund ............................................ 66 Nonmajor Governmental Funds: Combining Balance Sheet ................................................................................................................. 68 Combining Statement of Revenues, Expenditures and Changes in Fund Balances .............................................................................................................. 70 Statements of Revenues, Expenditures and Changes in Fund Balances – Budget and Actual ............................................................................ 72 Internal Service Funds: Combining Statement of Net Assets ................................................................................................. 76 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets ........................................................................................................... 77 Combining Statement of Cash Flows ................................................................................................ 78 Agency Fund: Statement of Changes in Assets and Liabilities – Special Assessment District ................................ 80 STATISTICAL SECTION Financial Trends: Net Assets by Component – Last Nine Fiscal Years ................................................................................ 83 Changes in Net Assets – Last Nine Fiscal Years ...................................................................................... 84 Fund Balances of Governmental Funds – Last Nine Fiscal Years ........................................................... 86 Changes in Fund Balance of Governmental Funds – Last Nine Fiscal Years ......................................... 87 Revenue Capacity: Assessed and Estimated Actual Value of Taxable Property – Last Ten Fiscal Years ............................. 88 Property Tax Rates – All Overlapping Governments – Last Ten Fiscal Years ....................................... 89 Principal Property Taxpayers – Current Year and Nine Years Ago ........................................................ 90 Property Tax Levies and Collections – Last Ten Fiscal Years ................................................................. 91 Debt Capacity: Ratio of Outstanding Debt by Type – Last Ten Fiscal Years ................................................................... 92 Direct and Overlapping Bonded Debt ...................................................................................................... 93 Legal Debt Margin Information – Last Ten Fiscal Years ......................................................................... 94 Ratio of General Bonded Debt Outstanding – Last Ten Fiscal Years ...................................................... 95 Demographic and Economic Information: Demographic and Economic Statistics – Last Ten Fiscal Years .............................................................. 96 Principal Employers – Current Year and Nine Years Ago ....................................................................... 97 Operating Information: Full-Time Equivalent City Employees by Function/Program – Last Ten Fiscal Years .......................... 98 Operating Indicators by Function/Program – Last Seven Fiscal Years ................................................... 99 Capital Asset Statistics by Function/Program – Last Ten Fiscal Years ................................................. 100 COMMUNITY PROFILE 45 ii INTRODUCTORY SECTION 46 NOTES 47 CITY OF CUPERTINO CITY HALL 10300 TORRE AVENUE ¤ CUPERTINO, CA 95014-3202 (408) 777-CITY ¤ WWW.CUPERTINO.ORG November 10, 2011 To the Citizens of Cupertino, Honorable Mayor, Members of the City Council, and City Manager It is our pleasure to submit the Comprehensive Annual Financial Report (CAFR) for the City of Cupertino (the City) for the fiscal year ended June 30, 2011. The report is prepared in accordance with generally accepted accounting principles (GAAP) set by the Governmental Accounting Standards Board (GASB). The report presents City information on an entity-wide basis and on a more detailed fund level basis. The fund-level reports emphasize the CityÓs major funds. A Management Discussion and Analysis (MD&A) presents a comparative analysis of current and prior year results, changes in financial position, a comparison of actual versus budget, financial highlights, trends, and disclosure of any known significant events or decisions that affect the financial condition of the City. This transmittal letter is designed to complement the MD&A, and should therefore be read in conjunction with it. The MD&A is required supplementary information and is found in the Financial Section of the CAFR. The accuracy of the data presented and the completeness and fairness of the presentations, including all disclosures, are the responsibility of the management of the Cit making these representations, management has established a comprehensive internal control framework that is designed to protect the CityÓs assets and provide sufficient, reliable information for the proper preparation of these financial statements. We believe the data is accurate in all material respects and is presented in a manner that fairly sets forth the CityÓs financial position. Furthermore, we believe that all disclosures necessary to enable the reader to gain an understanding of the CityÓs financial activity have been included. REPORTING ENTITY This CAFR includes all component units and funds of the City. It reports all activities for which the City is considered to be financially accountable. The general governmental funds support a full range of services, including law enforcement, community development, recreation, public works, public and environmental affairs, and general administration. This financial report incorporates data for the Ci Cupertino and its component units, the Cupertino Public Facilities Corporation and the Cupertino Redevelopment Agency. The City operates under a Council-City Manager form of government. There are five council members, including the Mayor, who serve staggered four-year terms. The City Council appoints the City Manager who is responsible for the daily administration of City affairs. The City Council also appoints the City Attorney and the City Treasurer. All other employees are appoin 48 iii ECONOMIC CONDITIONS The City of Cupertino is located in Santa Clara County at the southern end of the San Francisco Bay Peninsula. The City is comprised of 13 square miles and is bordered by the cities of San Jose, Saratoga, Sunnyvale, Santa Clara and Los Altos. It has a residential population of 58,302 and a daytime workforce of 99,623. Situated at the west end of Silicon Valley, Cupertino has earned the reputation of a balanced community with a healthy climate for business and well maintained residential neighborhoods, community parks and public facilities. The excellent reputation of CupertinoÓs schools has been a major attraction for families wishing to settle in close proximity to jobs in Silicon Valley. The City recognizes the importance of quality school facilities and programs to all Cupertino residents, and works in partnership with the schools in many programs affecting education and youth. National surveys rank the City high in education levels, median household incomes, and registered patent numbers. Cupertino is the corporate headquarters of almost twenty companies including Apple, Seagate Technology, Verigy, Durect Corporation, and ArcSight, and houses sixty high- tech firms. Other major employers include DeAnza College, one of the largest single-campus community colleges in the country, the Fremont Union High School District, With Hewlett-Packard, a primary employer, leaving the City in 2012, Apple purchased their properties as part of 155 acres acquired for a major expansion between Interstate 280, Homestead Road, Wolfe Road and Tantau Avenue. Apple has submitted plans for a new circular-shaped research building at the site that will accommodate 12,000 people. In 2011, ten million square feet of office and research and development space existed with vacancy rates of 10.7% for office and 8.1% for research and development. The CityÓs unemployment rate of 7.3% falls below the statewide rate of 12.2 City retail space encompasses 3.6 million square feet, with over 160 eating establishments. The 1.2 million square feet Vallco Shopping Mall comprises most of the CityÓs redevelopment agency area and features two levels of enclosed shopping, three anchor stores, a 16-screen AMC theatre, a bowling center, ice rink, and international food court. A new Western Athletic Health Club is being built within the existing Sears store at the mall. In spite of earlier additions and remodel, the shopping center continues to underperform. MacyÓs, JCPenney, Target, Sears, and Whole Foods Market are leading City retailers. A local restaurant association promotes the City as a regional din The assessed value of properties in the City grew by 1.87% from 2010 to 2011, a reversal of the 0.36% decline experienced from 2009 to 2010. Cupertino ranked seventh in this percentage change out of the sixteen cities and unincorporated area in the county. The number of City properties receiving a reduction in assessed value increased from 2,901 to 2,934, but the dollar cost of the reductions fell from $530 million to $510 million, as the county continues to adjust tax rolls based on home prices. Moreover, the cost of living index adjustment for all assessed values experienced a 0.753% increase for 2011 compared to a 0.237% cut for 2010. The CityÓs popular school districts and high median income levels allowed it to avoid the steep property value declines suffered in other regions during the housing recession. Apple is the leading assessed value property owner in the City and is in the top twenty-five, county-wide, for 49 iv business personal property assessment. The WW DASC Owner LLC off ranked sixth in the county for 2011-12 assessed value growth due to ownership change. Looking forward, cities in the county are seeing increases in assessed value due to changes in ownership and higher assessed values per new building permit. Cupertino has a high 73% of its sales taxes coming from business-to-business commerce, compared to California and San Francisco Bay Area averages of 18% and 21% respectively. Three companies comprise a large part of that sector and one of those companies, Hewlett-Packard is leaving the City. Conversely, the City is not as diversified into retail, food products, and transportation as the state and Bay Area. The CityÓs fiscal strategic plan, part of the CityÓs adopted budget, supports the redevelopment of the Vallco Shopping Mall and recommends that quality retail components be incorporated into future developments. The following chart shows City sales tax variations over the past ten years, reflecting two recessions and the volatility of the business-to-business and co Sales Tax Trend Commercial development activity picked up in 2011 led by initial plan submittals for the expanded Apple campus along with tenant improvement work in various office buildings. Homestead Square and Cupertino Crossroads retail center improvement projects and the new 123-room Hyatt Place hotel are undergoing development or building review. On the other hand, continuing postponement of major commercial or residential projects approved in recent years, such as the mixed-use Main Street Cupertino complex, the 24,455 sq. ft. retail expansion of Cupertino Village, the 10,582 sq. ft. retail building at Tantau Avenue and Stevens Creek Blvd., the 51,000 sq. ft. mixed- Oaks Shopping Center, the 19.8 acre One Results Way office campus redevelopment, and the Rose Bowl mixed-use project, has deferred potential construction, permit, park, and housing fees. The CityÓs pension and retiree medical unfunded actuarial accrue the Basic Financial Statements. The City must pay CalPERS, the stateÓs government pension system, annually to reduce this long-term liability. CupertinoÓs pension actuarial valuation report of June 2009 reports a pension unfunded liability of $17,021,000 with annual payments to CalPERS of $2,089,000 in 2010-11 and $2,657,000 in 2011-12, with ongoing increases after losses and changes to the assumptions used in their actuarial studies. Most Bay Area Peninsula cities, including Cupertino, have agreed to work toward reducing pension benefits for new hires to address the long-term rising costs. As of the January 2011 health cost actuarial valuation report, the City has a retiree medical unfunded liability of $13,431,000 that requires an annual contribution of $1.9 million in 2010-11 and 2011-12 in order to fund it. The City has been setting aside monies annually for health costs since 2004, accumulating $9 million in an irrevocable trust and $840,000 in City reserves as of June 30, 2011. 50 v Regarding other fiscal strategies, because the City contracts out police services to the County Sheriff and because fire protection is handled by a special district, the City avoids the high pension, capital, and operating costs of a City-operated public safety function. The City caps its contributions to employee health insurance premiums and works with its bargaining units to come up with labor agreements tha benefit both the City and employees. A build-up of operating reserves from strong revenue years, such as 2010-11, along with a traditional under-spending of budgets, enables the City to withstand the weak revenue years that periodically occur, such as in 2009-10. ECONOMIC INITIATIVES The recessions and the departure of a major company, Hewlett-Packard, demonstrates the need for diversification of the CityÓs revenue base and a long-term balance of revenues and expenditures as described in the CityÓs Fiscal Strategic Plan. The City needs to find other revenues to mitigate the fluctuating nature of sales taxes, hotel taxes, user fees, and state grabs of local taxes in times of budget distress. It needs to reduce the concentration of sales taxes among its top companies and top economic sector, the volatile business-to-business area. Legislation raising the CityÓs property tax share, the opening of a regional sales office of a major technology provider, and the update of the utility user tax are successes of the strategic plan. Voters approved a two percent increase in the transient occupancy tax rate this month. The City is studying further increases of the proper increase to eliminate the General Fund subsidy, and looking at the value of its water system ownership. Nevertheless, other tax or fee initiatives in the plan have incurred opposition to their implementation. The CityÓs Community Development department strives to generate revenues by recruiting and retaining retail, by finding office tenants, facilitating development, branding and outreaching to new business, revising policies, coordinating with regional organizations, and promoting economic vitality. The City has taken advantage of stimulus opportunities from grant programs for streets, parks, energy efficiency, housing improvements, and emergency preparedness. The City has installed streetlight and irrigation systems that save utility costs and energy. As part o streamlining initiative, Cupertino has digitized documents and restructured the agenda for City Council meetings. Plans to enhance building and planning permit usage on the Internet will bring City Hall closer to the customer at reduced cost. The fiscal strategic plan promotes the streamlining and repositioning of the workforce as opportunities arise along with decreasing expen that developers maintain new open space associated with their projects and that private and public capital projects be added only if ongoing maintenance is funded. State budget deficits continue to pressure City resources. Despite a state law that prevents raids and borrowings of city taxes, the state proposed an elimination of all city redevelopment agencies unless they paid a large share of their taxes to schools and special districts. While the courts review an appeal of the proposal, CupertinoÓs redevelopment agency has opted to continue its existence and pay the taxes. ACCOUNTING AND BUDGETARY CONTROL In developing and evaluating the CityÓs accounting system, consideration is given to the adequacy of internal accounting controls. The CityÓs controls are designed to provide reasonable, but not absolute, assurance regarding the safeguarding of assets against losses from unauthorized use or disposition and the reliability of financial records for preparing financial statements and maintaining accountability of assets. The concept of reasonable assurance recognizes that the costs of a control should not exceed the benefits likely to be derived and that the evaluation of costs and benefits requires estimates and judgments by management. The CityÓs budget is a detailed operating plan that identifies estimated costs and results in relation to estimated revenues. The budget includes 1) the programs, projec 51 vi during the fiscal year; 2) estimated revenue available to finance the operating plan; and 3) the estimated spending requirements of the operating plan. The budget represents a process through which policy decisions are made, implemented and controlled. INDEPENDENT AUDIT City ordinance requires an annual audit of the financial records by an independent certified public accounting firm selected by the City Council and its audit commi audited the CityÓs Basic Financial Statements, and their opinion thereon is included in the Financial Section of this report. CERTIFICATE OF ACHIEVEMENT The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of Cupertino for its CAFR for the year ended June 30, 2010. In order to be awarded a Certificate of Achievement, a government unit must publish an easily readable and efficiently organized CAFR. This report must satisfy both GAAP and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe that the current report continues to meet the Certificate of Achievement ProgramÓs requi GFOA to determine its eligibility for another certificate. Respectfully submitted, David Woo Finance Director ACKNOWLEDGMENTS I would like to express my appreciation to the City employees, C City Council for their interest in conducting the financial operations of the City in a responsible manner. Special thanks go to Tina Mao, Yulia Rumalean, and Richard Wong of the Finance staff for their continued support and dedication. Special recognition goes to Jennifer Chang, Liz Nunez, and David Woo for their efforts in the preparation and production of this Reviewed by, Carol A. Atwood Director of Administrative Services 52 vii viii CITY OF CUPERTINO, CALIFORNIA Fiscal Year 2010-11 CITY COUNCIL Gilbert Wong Mark Santoro Orrin Mahoney Mayor Vice Mayor Councilmember Barry Chang Kris Wang Councilmember Councilmember DIRECTORY OF CITY OFFICIALS David W. Knapp - City Manager Carol Korade – City Attorney Carol Atwood – Director of Administrative Services Timm Borden – Director of Public Works Mark Linder – Director of Parks and Recreation Aarti Shrivastava - Director of Community Development 54 ix CITY OF CUPERTINO, CALIFORNIA Fiscal Year 2010/11 COMMISSIONS AND COMMITTEES AUDIT COMMITTEEPARKS & RECREATION COMMISSION Myoung Kang David Fung Mark Santoro David Greenstein Stanley Stemkoski David Lee Garrett Wade Darcy Paul Barry Chang Marcia St. Clair HOUSING COMMISSIONLIBRARY COMMISSION Harvey Barnett Rose Grymes Jimmy Chien Adrian Kolb Radha Kulkarni Ronald Miller Nicole Maroko Ann Stevenson Rajeev Raman Susanna Tsai FINE ARTS COMMISSIONPLANNING COMMISSION KC Chandratreya Paul Brophy Jessi Kaur Clinton Brownley Russell Leong Winnie Lee Rajeswari Mahaliagan Marty Miller Marvin Spielman Don Sun PUBLIC SAFETY COMMISSIONBICYCLE PEDESTRIAN COMMISSION Nina Daruwalla William Chan Andy Huang Mark Fantozzi Craig Lee Ashish Kolli Daniel Nguyen Jill Mitsch Tamara Pow Alan Takahashi TEEN COMMISSIONECONOMIC DEVELOPMENT Jacqueline Do Sanika Puranik Carol Atwood David Knapp Ashley Ding Hadar Sachs Paul Brophy Orrin Mahoney Anand Hemmady Kailash Sundaram Timm Borden Aarti Shrivastava Dana Lujack Madeline Yip Paula Davis Kris Wang Greg Pommier Mike Foulkes John Zirelli TECHNOLOGY, INFORMATION & FISCAL STRATEGIC COMMITTEE COMMUNICATIONS COMMISSION Peter Friedland Gilbert Wong Julia Lamy Wallace Iimura Mark Santoro Aarti Shrivastava Jitendra Jadhav Carol Atwood David Woo Rod Livingood Roger Lee Reena Nadkarni 55 x xi 56 NOTES 57 FINANCIAL SECTION 58 NOTES 59 City Council City of Cupertino, California Independent Auditor’s Report We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Cupertino, California (the City), as of and for the year ended June 30, 2011, which collectively comprise the City’s basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City’s management. Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes consideration of internal control over financial reporting as a basis for designing audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City's internal control over financial reporting. Accordingly, we express no such opinion. An audit also includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of the City of Cupertino, California as of June 30, 2011, and the respective changes in financial position and, where applicable, cash flows thereof, and the respective budgetary comparison for the General Fund for the year then ended in conformity with accounting principles generally accepted in the United States of America. As discussed in Note 1(l) to the basic financial statements, effective July 1, 2010, the City adopted the provisions of Governmental Accounting Standards Board (GASB) Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions. As discussed in note 9(e) to the basic financial statements, the California State Legislature has enacted legislation that is intended to provide for the dissolution of redevelopment agencies in the State of California. The effects of this legislation are uncertain pending the result of certain lawsuits that have been initiated to challenge the constitutionality of this legislation. Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and the schedules of funding progress, as listed in the table of contents, be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by GASB, who considers it to be an essential part of financial reporting for placing the basic financial statements in the appropriate operational, economic, or historical context. 60 1 We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management regarding the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide sufficient evidence to express an opinion or provide any assurance. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s financial statements as a whole. The introductory, other supplementary information, statistical , and community profile sections are presented for purposes of additional analysis and are not a required part of the financial statements. The other supplementary information is the responsibility of management and was derived from and relates directly to the underlying auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the information is stated in all material respects in relation to the financial statements as a whole. The introductory, statistical, and community profile sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express no opinion or provide any assurance on them. Walnut Creek, California November 10, 2011 61 2 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 This describes the City of Cupertino’s financial performance for the year. Please read it in conjunction with the accompanying Transmittal Letter and Basic Financial Statements. 2010-11 FINANCIAL HIGHLIGHTS Governmental activity revenues were $49,552,000, up significantly from $46,152,000 in 2009-10. Governmental activity expenses were $48,105,000 in 2010-11, up from $46,223,000 in the prior year. Revenues from business-type activities were $6,433,000 in current year, down from $6,575,000 in the prior year. Expenses of business-type activities were $5,728,000 in current year, down slightly from $5,808,000 in the prior year. Governmental net assets increased $1,447,000 while business-type net assets rose $705,000. General Fund revenues of $43,195,000 represented a large increase of $7,617,000 from the prior year; General Fund expenditures increased $706,000 to $33,662,000 in 2010-11. The General Fund incurred expenditure budget savings of $3,529,000 with revenues surpassing budget by $2,542,000. Including proceeds from sale of capital assets and transfers, the General Fund balance grew by $3,876,000 to end the year at $19,807,000. OVERVIEW OF THE FINANCIAL STATEMENTS The Basic Financial Statements comprise the City-wide Financial Statements and the Fund Financial Statements; these two sets of financial statements provide two different views of the City’s financial activities and position. The City-Wide Financial Statements provide a long-term view of the City’s activities as a whole, and comprise the Statement of Net Assets and the Statement of Activities. These statements are prepared on the accrual basis, which means they measure the flow of all economic resources of the City as a whole. The accrual basis of accounting is similar to the accounting used by most private sector companies. The Statement of Net Assets provides information about the financial position of the City as a whole, including all its capital assets and long-term liabilities. The Statement of Activities provides information about all the City’s revenues and all its expenses, with the emphasis on measuring net revenues or expenses for each of the City’s programs. The Statement of Activities explains in detail the change in Net Assets for the year. Over time, increases or decreases in net assets can be indicators of whether the financial condition of the City is improving or deteriorating. All of the City’s activities are grouped into Governmental activities and Business-type activities, as explained below. The Statement of Net Assets and the Statement of Activities provide a summary of these two types of activities for the City as a whole. Governmental activities —Most of the City’s basic services are considered to be governmental activities, including public works, law enforcement, community development, recreation, public & environmental affairs, and general administration. These services are supported by general City revenues such as property, sales and other taxes, and by specific program revenues such as developer fees and grants. The City’s governmental activities include the activities of a separate legal entity, the Cupertino Redevelopment Agency, because the City is considered to be financially accountable for the Agency. The Cupertino Public Facilities Corporation, from which the City leases its major facilities through the payment of long-term debt, is also included as a component unit. 62 3 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 Business-type activities —All the City’s enterprises are reported here, including solid waste management and some of the City’s recreational operations. Unlike governmental services, these services are supported by charges paid by users based on the amount of the service they use. The Fund Financial Statements report the City’s operations in more detail than the government-wide statements and focus primarily on the short-term activities of the City’s General Fund and other major funds. The Fund Financial Statements measure only current revenues, expenditures, assets, and liabilities; they exclude long-term assets and liabilities. Because these statements focus on the near-term inflows and outflows of spendable resources, such information may be useful in evaluating near-term financing requirements. The Fund Financial Statements provide detailed information about each of the City’s most significant funds, called major funds. Cupertino’s Fund Financial Statements include governmental, enterprise and internal service funds as discussed below. Each major fund is presented individually, with all non-major funds summarized and presented only in a single column. Subordinate schedules, which follow the Notes to Basic Financial Statements, present the detail of these nonmajor funds. Major funds present the significant activities of the City for the year, and may change from year to year as a result of changes in the pattern of City’s activities and public interest. For example, the Capital Improvement Projects Fund may or may not appear as a major fund depending on the volume of construction activity in a certain year. Governmental Fund financial statements are prepared on the modified accrual basis, which means they measure only current financial resources and uses. They present essentially the same functions reported as governmental activities in the government-wide financial statements. However, capital assets and other long-lived assets, along with long-term liabilities, are not presented in the Governmental Fund financial statements. Reconciliations are provided to facilitate a comparison between governmental funds and governmental activities statements to allow a better understanding of the long-term impact of the government’s near-term financial decisions. Enterprise and Internal Service Fund financial statements are prepared on the full accrual basis and include all their assets and liabilities, current and long-term. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements, and in more detail in the fund financial statements. Since the City’s Internal Service Funds provide goods and services only to the City’s governmental and business-type activities, their activities are reported only in total at the fund level. Internal Service Funds may not be major funds because their revenues are derived from other City funds. These revenues are eliminated in the City-wide financial statements and any related profits or losses are returned to the activities which created them, along with any residual net assets of the Internal Service Funds. For this City, internal service activities predominantly benefit governmental rather than business-type functions, and are therefore included within governmental activities in the government-wide financial statements. Comparisons of budget and actual financial information are included in the Basic Financial Statements for the General Fund and other major Special Revenue Funds. Since none of the City’s Special Revenue Funds are considered major funds, budgetary comparison schedules for these funds are included in this document as supplemental information only. Fiduciary Fund statements provide financial information about the activity of an assessment district. The City acts strictly as an agent for the district holding amounts collected from property owners, prior to transferring the money to the districts’ bond trustees. The City’s fiduciary activities are reported in the separate Statement of Fiduciary Assets and Liabilities and the Agency Funds Statement of Changes in Assets and Liabilities. These activities are excluded from the City’s other financial statements because the City cannot use these assets to finance its own operations. 63 4 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 The Notes to Basic Financial Statements provide additional detail that is essential to a full understanding of the information provided in the government-wide and fund financial statements. CITY-WIDE FINANCIAL ACTIVITIES This analysis focuses on the net assets and changes in net assets of the City’s Governmental Activities (Tables 1 and 2) and Business-Type Activities (Tables 3 and 4) presented in the City-wide Statement of Net Assets and Statement of Activities that follow. The Change in Net Asset Tables 2 and 4 show activity from a revenue and expense perspective. Governmental Activities Table 1 Condensed Statement of Net Assets at June 30 (in thousands) Governmental Activities 20112010 Assets: Cash and investments43,353$ 41,700$ Other assets11,685 10,391 Capital assets164,734 165,915 Total assets219,772 218,006 Liabilities: Long term debt44,010 45,510 Other liabilities14,130 12,311 Total liabilities58,140 57,821 Net assets: Invested in capital assets, net of debt120,724 120,405 Restricted7,779 8,692 Unrestricted33,129 31,088 Total net assets161,632$ 160,185$ The City’s net assets from governmental activities rose 1% from the prior year. The following significant changes within asset, liability, and net asset categories occurred: Tax receipts and proceeds from the sale of the City’s equity share in the City Manager’s residence, net of capital project spending and retiree health trust contributions, were the primarily cause of the cash and investments increase. The trust contribution and higher revenue accruals increased other assets. Increase in accounts payable and development permit deposits increased other liabilities. Scheduled principal payments on the 2002 certificates of participation lowered long-term debt by $1,500,000. 64 5 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 As the Sources of Revenue chart above shows, property and sales taxes make up more than half of governmental revenue. The Functional Expenses chart below includes only current year expenses with Public Works action on streets, facilities, parks and storm drains comprising the largest activity. The chart does not include capital outlays or principal payments on debt. Capital outlays are instead shown as additions to capital assets and principal payments are reported as long-term liability reductions. Functional Expenses, Governmental Activities 2010-11 Administration Interest 4% 4% Law Enforcement 18% Public & Environmental Affairs Public 3% Works Administrative 41% Services 8% Recreation Services 9% Community Development 13% 65 6 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 The Statement of Activities presents program revenues, expenses, and general revenues. These are all elements of the Changes in Governmental Net Assets summarized in the next table. Table 2 Condensed Changes in Net Assets For The Year Ended June 30 (in thousands) Governmental Activities 20112010 Expenses: Administration 1,860$ 1,912$ Law enforcement 8,435 8,385 Public and environmental affairs1,626 1,653 Administrative services3,994 4,080 Recreation services4,529 4,445 Community development 5,962 4,351 Public works19,667 19,320 Interest on long term debt2,032 2,077 Total expenses48,105 46,223 Revenues Program revenues: Charges for services6,533 5,631 Operating contributions and grants2,351 2,043 Capital grants and contributions1,973 5,511 Total program revenues10,857 13,185 General revenues: Taxes: Property tax7,297 7,489 Property tax in lieu of motor vehicle fee4,405 4,421 Incremental property tax1,252 1,323 Sales tax14,539 9,931 Transient occupancy tax2,537 2,142 Utility user tax3,228 3,271 Franchise tax2,841 2,598 Other taxes1,491 1,212 Intergovernmental, unrestricted Motor vehicle license fee259 166 Investment earnings259 295 Gain on sale of capital assets497 - Miscellaneous90 119 Total general revenues38,695 32,967 Total revenues49,552 46,152 Change in net assets1,447 (71) Beginning net assets, as previously reported160,185 143,293 Prior period adjustment for easements- 16,963 Beginning net assets, as restated160,185 160,256 Ending net assets161,632$ 160,185$ 66 7 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 City-wide Governmental Revenues Table 2 shows that total governmental revenues climbed $3,400,000 or 7% over of last year, finishing at $49,552,000. Sales taxes improved $4,608,000 or 46% over last year to finish up at $14,539,000. Quarterly tax collections all exceeded the prior year, with growth in the business-to-business sector, led by Apple, Inc., driving the increase. Business-to-business, historically a volatile sector, comprised 73% of sales taxes, far exceeding San Francisco Bay Area and State averages. The City’s sales tax per capita of $294 tops other County cities. The timing of a sales tax consulting agreement that is payable out of a percentage of revenues also partially effected the variance. Positive revenue growth in the first quarter of this fiscal year was offset by a tax liability increase for the agreement in the last quarter of the prior fiscal year. All property taxes, including incremental taxes for the Redevelopment Agency, fell $279,000 or 2% from last year. As allowed by recent State law, the City Council passed an ordinance on September 20, 2011 electing to continue the Agency’s existence with payments of $529,000 to schools and special districts in 2011-12 and approximately $134,000 per year after that. Grants and contributions, both operating and capital related, decreased a combined $3,230,000 or 43% from 2009-10. The current year grants received includes an Energy Efficiency and Conservation Block Grant, a Stevens Creek Corridor Park Roberti-Z’berg Harris grant, Homeland Security Department grant and easement contributions. Last year included Stevens Creek, pavement resurfacing and Don Burnett Bicycle-Pedestrian Bridge (formerly Mary Avenue Bicycle Footbridge) grants from federal, state, and local sources such as the American Recovery and Reinvestment Act, SAFETEA-LU, Proposition 1B bonds, Park Bond Act, and Santa Clara Valley Transportation Authority. Gain on sale of capital assets of $497,000 for 2010-11 represents gain from the sale of the City’s equity share in the City Manager’s residence. Charges for services increased $902,000 or 16% reflecting building and development application growth including Apple Inc.’s new corporate headquarters and several tenant improvements. City-wide Governmental Expenses City-wide governmental expenses in Table 2 rose $1,882,000 or 4% above 2009-10. Community Development and Public Works rose. Administration, Law Enforcement, Administrative Services, Public & Environmental Affairs, Recreation Services, Administrative Services, and Interest on Long Term Debt were relatively stable. Administration decreased $52,000 or 3% this year. Lower accrued leave, internal service, and depreciation costs offset higher community grant, support and outreach costs. Administrative Services declined 2% or $86,000 because of lower internal service costs. Community Development expenses rose $1,611,000 or 37% because of new Redevelopment Agency outlays, including a $1 million contribution to the Santa Clara County Housing Trust, and additional Community Development Block Grants for affordable housing, such as those for Senior Housing Solutions’ Price Avenue and for Maitri transitional housing. Public Works expenses went up $347,000 or 2% over the prior year reflecting higher depreciation expenses from completed projects and budgeted increases for maintenance, repair and engineering. 67 8 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 Annual interest on the 2002 certificates of participation decreased $45,000 or 2% according to its debt service schedule. Change in Net Assets City-wide governmental revenues in excess of expenses and accompanying net asset increase of $1,447,000 significantly outperformed the $71,000 decrease of last year, mostly due to the revenue rise. Business Type Activities Business-type activities in the City-wide Financial Statements include the City’s four enterprise funds. Enterprise funds are used to account for recreational and solid waste management operations that are financed and operated in a manner similar to private business enterprises where the intent is that the costs of providing services and facilities to the general public on a continuing basis can be financed or recovered primarily through user fees. The major proprietary funds section of this report provides more information on business-type results. Business-type net assets totaled $10,557,000 at June 30, 2011, an increase of $705,000 from the prior year with unrestricted net assets rising $715,000 and capital assets decreasing by $10,000. Overall revenues of $6,433,000 this year were $142,000 or 2% lower than last year with Blackberry Farm and Resources Recovery revenue declines partially offset by Sports Center and Recreation Programs revenue growth. Expenses for all business-type activities were essentially flat at $5,728,000. A $705,000 net asset increase fell below the $767,000 increase of 2009-10, with lower operating incomes from the Sports Center and Blackberry Farm countered by improved operating margins from the Resources Recovery and Recreation Program enterprises. 68 9 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 MAJOR GOVERNMENTAL FUNDS General Fund General Fund Revenues General Fund revenues of $43,195,000 ended up $2,542,000 or 6% above the final budget and $2,653,000 above the original budget for the year ended June 30, 2011. This was $7,617,000 or 21% above last year. Except for utility taxes, fines and forfeitures, and other, all categories exceeded the prior year, with sales taxes and property taxes accounting for $5,819,000 of the increase. Similarly, sales taxes accounted for $2,421,000 of the amount exceeding budget. Table 5 displays year-to-year variations, while Table 6 shows budget versus actual differences. Property taxes ended the year at $11,650,000, up 12% or $1,211,000 from last year. However, it fell under the final and original budget by $426,000. Revenues were up because last year’s result includes a deferral of $1,419,000 in property taxes that was borrowed by the State under Proposition 1A. If that deferral is excluded, then current year receipts were up $208,000 from last year. Proposition 1A requires that the State repay the taxes to the City by June 30, 2013 with 2% annual interest; accordingly, this loan is carried as a receivable and deferred revenue. Higher tax receipts this year resulted from cost of living and property assessment increases allowed per State statute. Weakness in residential and commercial real estate markets affected these trends, but because of the City’s popular local school districts and healthy business occupancy rates, assessed values have been impacted less severely relative to other cities in the County. 69 10 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 Sales taxes jumped $4,608,000 or 46% above last year to finish at $14,539,000. It exceeded the final budget by $2,421,000 or 20%, with the original budget similar to the final. Quarterly tax collections all exceeded the prior year, with growth in the business-to-business sector, led by Apple, Inc., driving the increase. Business-to-business, historically a volatile sector, comprised 73% of sales taxes, far exceeding San Francisco Bay Area and State averages. The City’s sales tax per capita of $294 tops other County cities. The timing of a sales tax consulting agreement that is payable out of a percentage of revenues also partially effected the variance. Positive revenue growth in the first quarter of this fiscal year was offset by a tax liability increase for the agreement in last quarter of the prior fiscal year. Future revenues will be impacted when Hewlett-Packard, a major sales tax provider, leaves the City in 2012. The City’s four hotels paid $2,537,000 in transient occupancy taxes this year; $395,000 or 18% over last year’s performance. It was 21% or $443,000 better than the final and original budget. Average revenue per available room for all four hotels rose from $85 to $101 reflecting the pickup in business travel to companies located in the City. The City has placed on the November 2011 election ballot a measure to increase the City’s transient occupancy tax rate from 10% to 12% of the room charge. The City’s 2.4% utility user tax on telecommunication, gas, and electric services dropped 1% from last year. This $3,228,000 in revenues was $205,000 or 6% under the original and final budget as wireless and energy receipts fell in the second half of the year. Franchise taxes of $2,841,000 from electric, gas, water, solid waste, and cable utilities rose 9% from last year and 7% from original and final budget due to new public access cable fees and a new solid waste franchise agreement. Other taxes include business license, construction, and property transfer taxes. The County assesses the transfer tax, at $1.10 per $1,000 in sales price, upon recording the ownership change, and gives the City one-half of the tax. The sale of the Hewlett-Packard property to Apple, Inc. for the latter’s new corporate campus caused other taxes to grow 20% or $230,000 from 2009-10 figures and 13% or $157,000 higher than the final and original budget. Licenses and permits finished at $2,902,000, rising 12% or $319,000 from 2009-10. It was 11% or $292,000 above the final and original budget. Tenant improvement activity picked up in the last quarter of the year for retail projects. Zoning, planning, and engineering review fees comprise three-quarters of the charges for services category, with non-enterprise recreational programs encompassing the rest. The category improved from $1,334,000 last year to $1,945,000 this year, a 46% rise. It finished $293,000 or 18% over the final and original budget. Initial entitlement fees for Apple’s new corporate headquarters were received in June. Intergovernmental revenues of $689,000 rose 10% or $63,000 from last year, exceeding the final budget by 18% or $107,000. Additional motor vehicle license fees partially offset by lower grant revenues caused the year-to-year fluctuations while higher than expected Association of Bay Area Government grants, State mandated cost reimbursements, and vehicle license fees caused the budget variance. The final budget increased $29,000 from the original amount because of a new grant to reduce smoking. General Fund cash is invested as part of the City’s pooled investment portfolio. Investment returns of the pool are allocated to the Fund based on the Fund’s monthly cash balance. These returns plus the renting of City facilities comprise use of money and property revenues that rose 6% from 2009-10, to finish at $728,000. However, current results were $460,000 or 39% under budget expectations. Rent income rose 9% over last year from increased recreational and public facility usage. The continued low interest rate environment and the portfolio’s concentration in safe short-term Treasuries because of market turmoil and credit risk, has kept investment returns at a steady, but relatively low amount for the last two years. Since interest rates did not increase as anticipated and purchases of traditional, higher-yielding instruments such 70 11 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 as Federal agencies and the Local Agency Investment Fund did not occur as proposed, the interest income fell below budget. A further explanation of the investment picture for the year is in Note 2 of the Basic Financial Statements. Fines and forfeitures fell 5% or $40,000 off of prior year and $224,000 or 24% below budget; to complete the year at $696,000 due to lower fine assessments by courts. Proceeds from sale of capital assets represents proceeds received from the sale of the City’s equity share in the City Manager’s residence that is not budgeted for current year. Transfers into the General Fund dropped 31% from $487,000 last year to $337,000 this year. There were fewer surplus dollars returned to the General Fund from project savings in the Capital Project Improvement Fund. The budget for transfers was adjusted accordingly depending on project savings realized during the year. Table 5 Revenue Changes General Fund, Fiscal 2011 vs. 2010 (in thousands) Increase/(Decrease) Fiscal 2011From Fiscal 2010 Revenue by SourceAmount% of TotalAmountPercent Taxes: Property11,650$ 27%1,211$ 12% Sales14,539 34%4,608 46% Transient occupancy2,537 6%395 18% Utility user3,228 7%(43) -1% Franchise 2,841 7%243 9% Other 1,381 3%230 20% Use of money & property728 2%42 6% Intergovernmental689 2%63 10% Licenses and permits2,902 7%319 12% Charges for services1,945 5%611 46% Fines and forfeitures696 2%(40) -5% Other59 0%(22) -27% Total revenues $ 43,195 100% $ 7,617 21% Other financing sources: Proceeds from sale of capital assets $ 1,055 76% $ 1,055 100% Transfers in 337 24% (150)-31% Total other financing sources $ 1,392 100% $ 905 186% 71 12 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 General Fund Expenditures Fiscal 2010-11 overall expenditures, at $33,662,000, were $706,000 or 2% higher than last year’s total of $32,956,000. However, this result came in 9% or $3,529,000 under the final budget and $2,405,000 below the original budget. Year-to-year and budget versus actual results by General Fund department are described below and in Tables 7 and 8. Administration expenditures of $1,528,000 rose 4% or $59,000 over last year while finishing $83,000 or 5% under final budget. The increase reflected more community grants, support, and outreach over last year. Law Enforcement sheriff contract costs of $8,435,000 were under the final budget by $450,000 or 5%. The budget contains dollars for anticipated service levels and unexpected events or incidences. By the end of the year, the actual rate of general law enforcement, service requests, emergency calls, patrol, and investigations may bring budget savings as it did in 2010-11. Having the Sheriff contract helps the City contain public safety costs as reflected in the steadiness of the expenditures with the previous year. Funds for school traffic safety was carried over from the previous year and added to the original budget. Public and Environmental Affairs expenditures of $1,497,000 were flat on a budget and year-to-year basis. Administrative Services outlays were comparatively unchanged from a year ago and finished 15% or $640,000 under final budget. Most of the budget savings were realized in finance, city clerk, human resources and insurance. The final budget was $131,000 higher than the original budget due to the new transient occupancy tax ballot measure, new legislative and grants assistance, and leadership program, litigation, and code enforcement budgets carried over from the prior year. 72 13 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 Non-enterprise Recreation expenditures ended up $363,000 or 8% below final budget, but exceeded last year’s spending by $113,000 or 3%. The year-to-year rise was in line with the budgetary increase. Most operational areas realized budget savings but, in particular, the senior travel program and Blackberry Farm comprised 70% of the savings. The travel program’s cost of trips sold came in under budget. Blackberry Farm had staff vacancy and contract service cost savings. Community Development costs of $3,238,000 were $612,000 or 16% below the final budget due to personnel savings in current planning and building code enforcement divisions and contract service savings in mid and long-term planning. Costs grew 6% or $169,000 from last year in order to process more planning and building applications. Increases for municipal code changes, regional housing need studies, and economic development made the final budget 5% higher than the original. Public Works maintenance, repair, and engineering expenditures of $11,152,000 rose 3% or $343,000 over the prior year. It was $1,381,000 or 11% under final budget due to staff vacancies, lower-than- expected maintenance costs on traffic signals, parks, and City Hall and lower engineering design & traffic study costs. Outstanding purchase and job orders and a school traffic safety budget carried over from last year comprised the $594,000 increase from original to final budget. Transfers out of the General Fund dropped from $9,375,000 in 2009-10 to $7,049,000 in 2010-11, as finally budgeted, with $3,533,000 for ongoing debt service, $1,500,000 for ongoing retiree health obligations, $750,000 for ongoing road maintenance, $432,000 for capital project reserves, $225,000 for ongoing accrued leave payouts, $474,000 for new information technology and equipment, including a new permitting system, and a $135,000 subsidy for storm drain improvement. The decrease from 2009-10 resulted primarily from lower capital project and retiree health funding. The transfers budget increased during the fiscal year for the permitting system and capital project reserves. 73 14 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 General Fund Balance At June 30, 2011, the General Fund reported a total ending fund balance of $19,807,000, up 24% or $3,876,000 from the prior year. The City assigns $12,500,000 of this for general economic uncertainty, $1,400,000 for state budget actions that impact City revenues, $534,000 for capital projects funded by utility user taxes, and $306,000 of purchase orders. $1,024,000 represents non-spendable rehabilitation and employee housing loan receivables and prepaid expenses. $663,000 is restricted for public access programming. Finally, $3,380,000 is unassigned as of June 30, 2011, but intended for future budget actions and capital projects. The fund balance rise resulted from revenues exceeding expenditures by $9,533,000 and proceeds from sale of capital assets of $1,055,000 offset by a net transfer out of $6,712,000. The unassigned fund balance benefitted from most of the increase jumping from $207,000 a year ago to $3,380,000 at June 30, 2011. The fund balance growth allowed the City to increase to $1,400,000 for the amount set-aside for State takeaways of City taxes. The utility user tax balance was drawn down by $382,000 during the year for capital project use. Loan payoffs reduced loan receivables by $252,000. Encumbrance decreased by $130,000 when compared to prior year. Public access programming funds increased $69,000. Fund balance comparisons reflect the new classifications required by accounting guidance. Public Facilities Corporation This fund accounts for the payments of principal and interest on the 2002 certificates of participation, which refinanced the long-term debt that funded many of the City’s major parks and facilities. As in previous years, General Fund transfers into the fund cover the debt service payments of $3,533,000. Capital Improvement Projects All of the City’s non-enterprise capital projects are in this fund, except for the Stevens Creek Corridor Park, which is a separate major fund, and the Don Burnett Pedestrian-Bicycle Bridge, which is a part of Other Governmental Funds. Outlays for park, facility, traffic, and energy efficiency projects rose from $1,359,000 in 2009-10 to $2,609,000 in 2010-11, as streetlight and irrigation energy retrofits, Scenic 74 15 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 Circle access, Garden Gate Safe Routes to Schools, Community Hall audio visual upgrades, and traffic signal battery backups were new projects worked on this year. A $439,000 Federal stimulus grant for the energy retrofits was received this year, more than the $116,000 in smaller grants earned last year. The General Fund, Stevens Creek Corridor Park, and Recreation Programs provided $929,000 in funding this year compared to $2,482,000 the previous year to finance projects that may occur over multiple years. Completed project cost savings of $537,000 were returned to the General Fund and Recreation Programs compared to $487,000 last year. As of June 30, 2011, the Capital Improvement Fund has $3,547,000 assigned to capital projects including $495,000 in purchase orders, $1,000,000 for infrastructure reserves, and $1,354,000 for capital project reserves. Stevens Creek Corridor Park This fund contains three capital projects. The $13,577,000 Stevens Creek Corridor Park Phase One segment to completely re-design the picnic grounds at Blackberry Farm, re-align and restore the natural habitat of the creek, renovate the swimming pool facilities, and build the creek trail, completed major construction and re-opened to the public on July 4, 2009. Outlays for this segment fell to $160,000 during 2010-11 compared to $923,000 the previous year as this year’s work consisted of providing additional improvements to the area facilities. The Corridor Park’s Phase Two, with an initial $200,000 budget for designing a trail extension to Stevens Creek Boulevard, began with $37,000 in expenditures for 2009-10 and $88,000 in 2010-11. A third project, the $685,000 Blackberry Farm infrastructure upgrade, kicked off with $33,000 spent in 2009-10 and $78,000 in 2010-11 for design. The General Fund, the Recreation Programs fund, Park Dedication fund, and State and local grants finance the projects. Reflecting the winding-down of the project, the City recorded fewer Phase One cost- reimbursement grant receipts, with $349,000 received this year compared to $2,294,000 the prior year. To help fund their respective budgets, the infrastructure upgrade project received a $303,000 transfer from the General Fund and Phase Two received a $200,000 transfer from the Park Dedication fund last year. With Phase One nearly completed and Blackberry Farm infrastructure design underway, $172,000 in realized budget savings from both projects were transferred into Capital Improvement Project Fund reserves this year whereupon they will be re-budgeted into 2011-12 Phase Two work. Another $125,000 from the Blackberry Farm project was temporarily transferred to the Scenic Circle project within the Capital Improvement Project fund, with reserves restoring the money to Blackberry Farm in 2011-12. The transfers out caused much of the 2010-11 assigned project fund balance decrease of $274,000 and the unrestricted cash decrease of $312,000. Other assets and liabilities decreased by $400,000 from a year ago due to grant revenues recognized from the subsequent receipt of a prior year receivable and due to the release of contract retentions held in escrow. MAJOR PROPRIETARY FUNDS Resources Recovery The City renewed its Recology solid waste franchise agreement for five years commencing in November 2010 with a minor revenue rate increase and a restructuring of how the City and franchisee share revenues and costs. Accordingly, this solid waste enterprise fund experienced a 9% comparative yearly decrease in residential and commercial pickup revenues, offset by 12% lower contract expenses for collection, landfill disposal, and recycling. Operating income improved from $93,000 last year to $129,000 this year. With interest earnings, net assets increased by $172,000, outperforming the $134,000 growth of last year, to end the year with a $6,003,000 unrestricted balance. 75 16 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 Blackberry Farm City employees, with a teaching professional on contract, staff the City-owned Blackberry Farm golf course and pro shop. Golfing green fees declined to a higher degree that the previous year, as the older demographics of golf course users continued to negatively impact rounds played and purchases of group packages prior to this year’s fee increase impacted early current year sales. Operating revenues of $448,000 in 2010-11 represented a 21% or $121,000 fall from the prior year. Expenses were unchanged at $457,000 this year with minimal staffing levels maintained at the course and water costs kept steady until a capital project can get underway that will look at cost-saving irrigation alternatives. $400,000 transferred from Recreation Programs during the year will finance the project. With lower revenues, the golf course incurred a $9,000 operating loss compared to $112,000 in operating income last year. Offset with the $406,000 coming from transfers and interest income, net assets increased $397,000, an improvement over the $115,000 of last year. At June 30, 2011, unrestricted net assets were $910,000. Cupertino Sports Center Tennis lesson, membership, fitness class and rent revenues of $1,723,000 rose by $145,000 or 9% over last year, resulting from more lesson revenues generated by the private tennis program operator. With contract instructor, facility support, and maintenance costs growing by $239,000 or 16%, operating income fell to $6,000 in 2010-11, off of the $100,000 produced in 2009-10. After adding-in interest earnings, the increase in net assets of $10,000 brought ending unrestricted net assets to $369,000 by year- end. The Sports Center completed a tennis court resurfacing project during the fiscal year. Recreation Programs Cultural events, youth and teen programs, sports, dance and fitness classes generated $2,260,000 in revenues, which was flat compared to last year, for this enterprise operating out of the Quinlan Community Center, Monta Vista Recreation Center, McClellan Ranch, Creekside Park building, eight school sites, and various parks. Ongoing program expenses, including full-time administrative and programming staff, part-time activity leaders, and class instructors on contract decreased $102,000 or 5% from 2009-10. The Quinlan Center interior upgrade project began in 2010-11 with $29,000 in design costs. Operating income improved to $507,000 compared to $395,000 a year ago. The fund transferred $400,000 to the Blackberry Farm fund’s golf course irrigation project. A $200,000 transfer to the Capital Improvement Project fund for an environmental education facility was returned after the project was re- prioritized and wrapped into next year’s McClellan Ranch master plan. After adding interest earnings and net transfers out, the fund ended up with an increase in net assets of $126,000 and an unrestricted net asset balance of $2,497,000 that is intended for future capital, equipment, insurance, and reserve needs. CAPITAL ASSETS At June 30, 2011 the City had $165,512,000, net of depreciation, invested in a broad range of capital assets used in governmental and business-type activities, as shown in Table 9 and in Note 6 to the Basic Financial Statements. While the City’s capital asset total was relatively unchanged, current year major capital additions includes streetlight retrofits, storm water easement, and street and pedestrian projects. The sale of the City’s equity share in the City Manager residence and overall depreciation offset the additions. 76 17 CITY OF CUPERTINO Management’s Discussion and Analysis (Unaudited) For the Year Ended June 30, 2011 DEBT ADMINISTRATION The City’s only long-term debt liability comes from $56,640,000 in Certificates of Participation (COPs) issued in 2002 by the Cupertino Public Facilities Corporation. The certificates refunded previously issued COPs that financed the Wilson Park, Blackberry Farm, and Fremont Older site, the Memorial Park expansion, the Quinlan Community Center construction, and the City Hall remodel. It provided capital for the new library opened in 2004. The serial, fixed interest rate debt ranging from 2% to 5% requires annual debt payments of $3,532,000 that are covered by the General Fund. The June 30, 2011 outstanding principal of $44,010,000 is due to be paid off by 2030. More information can be found in Note 7 to the Basic Financial Statements. CONTACTING THE CITY’S FINANCIAL MANAGEMENT This Comprehensive Annual Financial Report is intended to provide a general overview of the City’s finances. Further information can be provided by the City of Cupertino Finance Department, 10300 Torre Avenue, Cupertino CA 95014, phone (408) 777-3220, or by the City website at www.cupertino.org. 77 18 CITY OF CUPERTINO Statement of Net Assets June 30, 2011 GovernmentalBusiness-Type ActivitiesActivitiesTotal Assets: Cash and investments$ 40,837,507$ 10,394,377$ 51,231,884 Restricted cash and investments 2,515,072 - 2,515,072 Receivables: Accounts 3,195,082 370,865 3,565,947 Interest 68,473 18,074 86,547 Intergovernmental - State Proposition 1A 1,419,497 - 1,419,497 Loans 1,728,904 - 1,728,904 Prepaid items and other assets 92,712 - 92,712 Land held for housing development 615,000 - 615,000 Net OPEB assets 4,565,406 - 4,565,406 Capital assets: Nondepreciable 79,576,112 - 79,576,112 Depreciable, net of accumulated depreciation 85,158,093 777,521 85,935,614 Total assets 219,771,858 11,560,837 231,332,695 Liabilities: Accounts payable and accruals 6,694,247 315,521 7,009,768 Accrued payroll and benefits 579,244 49,067 628,311 Deposits 1,993,988 - 1,993,988 Unearned revenue 482,571 594,552 1,077,123 Compensated absences: Due in one year 34,927 - 34,927 Due in more than one year 2,692,858 45,089 2,737,947 Claims payable: Due in one year 388,594 - 388,594 Due in more than one year 1,263,359 - 1,263,359 Long-term debt: Due in one year 1,545,000 - 1,545,000 Due in more than one year 42,465,000 - 42,465,000 Total liabilities 58,139,788 1,004,229 59,144,017 Net Assets: Invested in capital assets, net of related debt 120,724,205 777,521 121,501,726 Restricted for: Special revenue projects 4,046,498 - 4,046,498 Affordable housing 3,010,648 - 3,010,648 Public access television 663,254 - 663,254 Debt service 58,213 - 58,213 Total restricted net assets 7,778,613 - 7,778,613 Unrestricted 33,129,252 9,779,087 42,908,339 Total net assets $161,632,070 $ 10,556,608 $172,188,678 See accompanying notes to basic financial statements. 78 19 CITY OF CUPERTINO Statement of Activitie s For the Year Ended June 30, 2011 Net (Expense) Revenue an d Program RevenueChanges in Net Asset ss OperatinCapital g Charges foGrants and Grants anGovernmental Business-typ rde Functions/ProgramExpensesServiceContributionsContributionsActivitieActivitieTotal ssss Governmental Activities : Administratio n $ 15,8011,860,451$ 91,788$ -$ (1,752,862)$ -$ (1,752,862)$ Law enforcemen t 797,7578,434,885 125,090 - (7,512,038) - (7,512,038) Public and environmental affair s -1,625,876 - - (1,625,876) - (1,625,876) Administrative service s -3,993,654 - - (3,993,654) - (3,993,654) Recreation service s 1,020,1594,528,968 - - (3,508,809) - (3,508,809) Community developmen t 4,149,6205,961,774 695,929 - (1,116,225) - (1,116,225) Public works 549,06519,666,598 1,438,480 1,972,951 (15,706,102) - (15,706,102) Interest on long - term debt -2,032,464 - - (2,032,464) - (2,032,464) Total governmental activities 6,532,40248,104,670 2,351,287 1,972,951 (37,248,030) - (37,248,030) Business-type activities: Resource recovery 1,931,0761,801,599 - - - 129,477 129,477 Blackberry far m 447,797457,065 - - - (9,268) (9,268) Cupertino sports cente r 1,722,7001,716,741 - - - 5,959 5,959 Recreation program s 2,260,2961,753,156 - - - 507,140 507,140 Total business-type activitie s 6,361,8695,728,561 - - - 633,308 633,308 Total53,833,231$ 12,894,271$2,351,287$ 1,972,951$ (37,248,030) 633,308 (36,614,722) General revenues : Taxes: Property taxes -7,296,970 7,296,970 Property tax in lieu of motor vehicle fee -4,404,795 4,404,795 Incremental property tax -1,251,777 1,251,777 Sales taxes -14,539,243 14,539,243 Transient occupancy tax -2,536,501 2,536,501 Utility user ta x -3,227,942 3,227,942 Franchise ta x -2,841,344 2,841,344 Other taxe s -1,491,316 1,491,316 Intergovernmental, unrestricted Motor vehicle license fe e -259,289 259,289 Investment earning s 71,486259,217 330,703 Gain on sale of capital asset s -497,385 497,385 Miscellaneou s -88,980 88,980 Transfers (15)15 - Total general revenue 38,694,774 71,471 38,766,245 s Change in net asset 704,7791,446,744 2,151,523 s Net assets, beginning of year 9,851,829160,185,326 170,037,155 Net assets, end of year$10,556,608161,632,070$ 172,188,678$ See accompanying notes to basic financial statement s 79 20 CITY OF CUPERTINO Governmental Funds Balance Sheet June 30, 2011 Stevens PublicCapitalCreeOthe kr FacilitiesImprovemenCorridoGovernmental tr GeneralCorporationProjectsParFundsTotal k Assets: Cash and investments23,173,690$ 58,213$ 33,487,6335,769,660$ $ $3,788,060$ 698,010 Restricted cash and investments - -2,515,072 - -2,515,072 Receivables: Accounts 2,604,2213,186,082 - 233,100 - 348,761 Interest47,18355,466 - - - 8,283 Intergovernmental - State Proposition 1A 1,419,497 - - - -1,419,497 Loans953,0701,728,904 - - - 775,834 Prepaid items70,88070,880 - - - - Land held for housing developmen615,000 t - - - - 615,000 Other assets3,8843,884 - - - - Tota assets 2,573,28528,272,4254,021,160698,010 43,082,4187,517,538 l$$$$$$ Liabilities and Fund Balances: Liabilities: Accounts payable and accruals3,541,911$6,670,849 $ $2,515,072$ 241,374$ 7,076$ 365,416 Accrued payroll and benefits523,084551,858 - - - 28,774 Deposits 1,993,988 - - - -1,993,988 Advance from other funds504,497504,497 - - - - Unearned revenue482,571482,571 - - - - Deferred revenue 1,419,4971,838,850 - 233,100 - 186,253 Total liabilities 8,465,548 474,4742,515,07212,042,613 7,076 580,443 Fund balances: Nonspendable 1,023,9501,638,950 - - - 615,000 Restricte663,2546,977,360 d 58,213 - - 6,255,893 Assigne14,739,394 690,934 d -3,546,686 66,20219,043,216 Unassigne3,380,279 d - - - -3,380,279 Total fund balances 19,806,877 690,93431,039,805 58,2133,546,686 6,937,095 Totaates anunaances28,272,425 2,573,2854,021,160698,010 43,082,4187,517,538 llibiliidfdbl$$$$$$ See accompanying notes to basic financial statements. 80 21 CITY OF CUPERTINO Reconciliation of the Balance Sheet of Governmental Funds to the Statement of Net Assets - Governmental Activities June 30, 2011 Total fund balances reported on the overnmental funds balance sheet31,039,805$ g Amounts reported for overnmental activities in the statement of net assets g are different from those reported in the overnmental funds above because g of the followin: g Capital assets: Capital assets used in overnmental activities are not current assets or financial g resources and therefore are not reported in the overnmental funds.163,801,518 g Allocation of internal service funds net assets: Internal service funds are used b manaement to chare the costs of activities ygg such as information technolo, insurance, equipment acquisition and gy maintenance, and certain emploees' benefits to overnmental funds. The yg assets and liabilities of the internal service funds are therefore included in overnmental activities in the statement of net assets.11,604,782 g Receivables not available : Certain receivables are not available to pa for current period expenditures y and therefore are deferred in the overnmental funds. 1,838,850 g Lon-term liabilities: g The liabilities below are not due and paable in the current period and therefore y are not reported in the overnmental funds: g Certifications of participation(44,010,000) Compensated absence (2,642,885) s et assets of governmental activities161,632,070$ N See accompanin notes to basic financial statements. yg 81 22 CITY OF CUPERTINO Governmental Funds Statement of Revenues, Expenditures and Changes in Fund Balances For the Year Ended June 30, 2011 Stevens PublicCapitalCreekOther FacilitiesImprovementCorridorGovernmental GeneralCorporationProjectsParkFundsTotal Revenues: Taxes$ 36,176,232$ -$ -$ -$ 1,406,067$ 37,582,299 Use of money and property 727,983 - - - 64,052 792,035 Intergovernmental 689,239 - 439,640 349,165 2,065,597 3,543,641 Licenses and permits 2,901,944 - - - - 2,901,944 Charges for services 1,944,609 - - - 366,607 2,311,216 Fines and forfeitures 695,666 - - - - 695,666 Other 58,881 - - - 15,000 73,881 Total revenues 43,194,554 - 439,640 349,165 3,917,323 47,900,682 Expenditure: Current: Administration 1,528,070 - - - - 1,528,070 Law enforcement 8,434,885 - - - - 8,434,885 Public and environmental affairs 1,497,263 - - - - 1,497,263 Administrative services 3,695,076 - - - - 3,695,076 Recreation services 4,117,477 - - - - 4,117,477 Community development 3,237,643 - - - 2,455,898 5,693,541 Public works 11,152,029 - - - 1,082,697 12,234,726 Capital outlay - - 2,608,597 326,103 2,347,227 5,281,927 Debt service: Principal - 1,500,000 - - - 1,500,000 Interest and fiscal charges - 2,032,464 - - - 2,032,464 Total expenditures 33,662,443 3,532,464 2,608,597 326,103 5,885,822 46,015,429 Excess (deficiency) of revenues over (under) expenditures 9,532,111 (3,532,464) (2,168,957) 23,062 (1,968,499) 1,885,253 Other financing sources (uses) Proceeds from sale of capital assets 1,055,449 - - - - 1,055,449 Transfers in 337,482 3,533,000 929,000 - 885,000 5,684,482 Transfers out (7,049,283) - (537,467) (297,000) - (7,883,750) Total other financing sources (uses) (5,656,352) 3,533,000 391,533 (297,000) 885,000 (1,143,819) Change in fund balances 3,875,759 536 (1,777,424) (273,938) (1,083,499) 741,434 Fund balances, beginning of year 15,931,118 57,677 5,324,110 964,872 8,020,594 30,298,371 Fund balances, end of year$ 19,806,877$ 58,213$ 3,546,686$ 690,934$ 6,937,095$ 31,039,805 See accompanying notes to basic financial statements. 82 23 CITY OF CUPERTINO Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities - Governmental Activities For the Year Ended June 30, 2011 Net change in fund balances - total governmental funds$ 741,434 Amounts reported for governmental activities in the statement of activities are different because of the following: Capital assets transactions: Governmental Funds report capital outlays as expenditures. However, in the statement of activities, the cost of those assets is capitalized and allocated over their estimated useful lives and reported as depreciation expense. Expenditures for capital assets reported as: Capital outlay 5,281,927 Public works 326,460 Easement received during the year 1,166,398 Less current year depreciation (7,325,562) Net effect of sales/disposal of capital assets (558,064) Long term debt transactions: Repayment of bond principal is an expenditure in the governmental funds, but in the statement of net assets the repayment reduces long-term liabilities. 1,500,000 Accrual of noncurrent items: The amounts below included in the statement of activities do not provide or (require) the use of current financial resources and therefore are not reported as revenues or expenditures in governmental funds (net change): Change in compensated absences (194,746) Change in deferred revenue (69,450) Allocation of internal service funds' activities: Internal service funds are used by management to charge the costs of activities, such as information technology, insurance, equipment acquisition and maintenance, and employees' benefits to individual funds. The portion of the net revenue (expense) of these Internal Service Funds arising out of their transactions with governmental funds is reported with governmental activities. Change in net assets - internal service funds 578,347 Change in net assets of governmental activities$ 1,446,744 See accompanying notes to basic financial statements. 83 24 CITY OF CUPERTINO General Fun d Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actua l For the Year Ended June 30, 2011 Variance wit h Budgeted AmountsFinal Budge t ActualPositive OriginalFinalAmount(Negative) s Revenues: Taxes33,519,000$ 33,600,875$ 36,176,232$ 2,575,357$ Use of money and propert 1,188,0001,188,000 727,983 (460,017) y Intergovernmenta 582,000553,000 689,239 107,239 l Licenses and permits2,610,000 2,610,000 2,901,944 291,944 Charges for services1,652,000 1,652,000 1,944,609 292,609 Fines and forfeitures920,000 920,000 695,666 (224,334) Othe 100,000100,000 58,881 (41,119) r Amounts available for appropriation40,542,000 40,652,875 43,194,554 2,541,679 Charges for appropriation (outflows): Current: Administratio 1,611,1391,608,502 1,528,070 83,069 n Law enforcemen 8,884,3968,784,597 8,434,885 449,511 t Public and environmental affairs1,436,734 1,497,263 1,497,263 - Administrative service 4,335,4914,204,559 3,695,076 640,415 s Recreation services4,426,903 4,480,147 4,117,477 362,670 Community developmen 3,850,0003,666,722 3,237,643 612,357 t Public works11,939,167 12,533,314 11,152,029 1,381,285 Total charges for appropriations36,067,184 37,191,750 33,662,443 3,529,307 Excess of revenues over expenditures4,474,816 3,461,125 9,532,111 6,070,986 Other financing sources (uses) Proceeds from sale of capital assets- - 1,055,449 1,055,449 Transfers in265,000 337,482 337,482 - Transfers out(6,725,000) (7,049,283) (7,049,283) - Total other financing sources (uses)(6,460,000) (6,711,801) (5,656,352) 1,055,449 Change in fund balance(1,985,184)$ (3,250,676)$ 3,875,759 7,126,435$ Fund balance, beginning of yea15,931,118 r Fund balance, end of yea$19,806,877 r See accompanying notes to basic financial statements. 84 25 CITY OF CUPERTINO Proprietary Funds Statement of Fund Net Asset s June 30, 2011 Business-type Activities-Enterprise FundGovernmenta sl Cupertino Activities - Resources Blackberry Sports Recreation Internal Servic e RecoverFarCenteProgramsTotalsFunds ymr Assets: Current assets: Cash and investment$ 943,7895,861,492$ 628,819$ 2,960,277$10,394,377$ 7,349,874$ s Accounts receivable 257,546 113 67 113,139 370,865 9,000 Interest receivable 10,394 1,672 1,115 4,893 18,074 13,007 Prepaid items- - - - - 17,948 Total current assets6,129,432 945,574 630,001 3,078,309 10,783,316 7,389,829 oncurrent assets: N Advances to other funds- - - - - 504,497 et OPEB assets- - - - - 4,565,406 N Capital assets: Depreciable, net of accumulated depreciation37,186 25,864 113,044 601,427 777,521 932,687 Total noncurrent assets37,186 25,864 113,044 601,427 777,521 6,002,590 Total assets6,166,618 971,438 743,045 3,679,736 11,560,837 13,392,419 Liabilities: Current liabilities: Accounts payable and accruals117,277 8,470 149,017 40,757 315,521 23,398 Accrued payroll and benefits6,119 4,282 9,857 28,809 49,067 27,386 Compensated absences- - - - - 34,927 Claims payable- - - - - 388,594 Unearned revenue- - 83,163 511,389 594,552 - Total current liabilities123,396 12,752 242,037 580,955 959,140 474,305 oncurrent liabilities: N Compensated absences, net of current portion3,225 23,065 18,799 - 45,089 49,973 Claims payable, net of current portion- - - - - 1,263,359 Total liabilities126,621 35,817 260,836 580,955 1,004,229 1,787,637 et assets: N Invested in capital assets37,186 25,864 113,044 601,427 777,521 932,687 Unrestricted6,002,811 909,757 369,165 2,497,354 9,779,087 10,672,095 Total net assets 6,039,997$ 935,621$ 482,209$ 3,098,781$10,556,608$ 11,604,782$ See accompanying notes to basic financial statements. 85 26 CITY OF CUPERTINO Proprietary Funds Statement of Revenues, Expenses and Changes in Fund Net Asset s For the Year Ended June 30, 2011 Business-type Activities-Enterprise FundGovernmenta sl Cupertino Activities- Resources Blackberry Sports Recreation Internal Service RecoverFarCenteProgramsTotalsFunds ymr Operating revenues: Charges for services1,916,054$ 432,646$ 1,720,521$2,260,296$6,329,517$ 2,840,201$ Othe 15,15115,022 2,179 - 32,352 - r Total operating revenues1,931,076 447,797 1,722,700 2,260,296 6,361,869 2,840,201 Operating expenses: Salaries and benefits184,756 136,393 314,476 441,414 1,077,039 2,888,894 Materials and supplies 6,547 79,576 208,753 164,957 459,833 387,323 Contractual services1,606,945 240,158 1,166,505 1,064,539 4,078,147 452,612 Insurance claims and premiu -- - - - 367,029 m Depreciation3,351 938 27,007 82,246 113,542 421,663 Total operating expenses1,801,599 457,065 1,716,741 1,753,156 5,728,561 4,517,521 Operating income (loss)129,477 (9,268) 5,959 507,140 633,308 (1,677,320) onoperating revenues: N Investment incom 6,16442,497 3,627 19,198 71,486 56,384 e Income (loss) before transfers171,974 (3,104) 9,586 526,338 704,794 (1,620,936) Transfers in- 400,000 - 199,985 599,985 2,199,283 Transfers out- - - (600,000) (600,000) - Change in net assets171,974 396,896 9,586 126,323 704,779 578,347 et assets, beginning of yea 538,7255,868,023 472,623 2,972,458 9,851,829 11,026,435 Nr et assets, end of yea$ 935,6216,039,997$ 482,209$ 3,098,781$10,556,608$ 11,604,782$ Nr See accompanying notes to basic financial statements. 86 27 CITY OF CUPERTIN O Proprietary Funds Statement of Cash Flows For the Year Ended June 30, 2011 Business-type Activities-Enterprise FundsGovernmenta l Cupertino Activities- Resources Blackberry Sports RecreatioInternal Servic ne RecoverFarmCenteProgramsTotalsFunds yr Cash flows from operating activites: Cash received from customer$ 447,6842,008,231$ 1,718,854$ 2,210,447$ 6,385,216$ 2,831,201$ s Cash payments to suppliers for goods and service (327,683)(1,654,393) (1,381,032)(1,274,833)(4,637,941) (869,075) s Cash payments for employee (132,827)(184,305) (309,908) (438,657) (1,065,697) (3,679,046) s Cash payments for judgment and claims- - - - - (351,034) Net cash provided by (used in) operating activities169,533 (12,826) 27,914 496,957 681,578 (2,067,954) Cash flows from noncapital financing activities: Transfers in- 400,000 - 199,985 599,985 2,199,283 Transfers ou -- - (600,000) (600,000) - t Cash flows provided by (used in) noncapital financing activities- 400,000 - (400,015) (15) 2,199,283 Cash flows from capital and related financing activities: Acquisition of capital assets- (22,504) (13,900) (66,446) (102,850) (349,419) Cash flows from investing activities: Interest receive 4,49232,103 2,512 14,305 53,412 43,377 d Net change in cash and cash equivalents201,636 369,162 16,526 44,801 632,125 (174,713) Cash and cash equivalents, beginning of yea 574,6275,659,856 612,293 2,915,476 9,762,252 7,524,587 r $ 5,861,492 $ 943,789 $ 628,819 $ 2,960,277 $ 10,394,377 $ 7,349,874 Cash and cash equivalents, end of yea r Reconciliation of operating income (loss) to net cash provided by (used in) operating activities: Operating income (loss)129,477$ (9,268)$ 5,959$ 507,140$ 633,308$ (1,677,320)$ Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities: Depreciatio 9383,351 27,007 82,246 113,542 421,663 n Contributions to an irrevocable trust for current year's annual OPEB cost- - - - - - Change in assets and liabilities: Accounts receivable77,155 (113) 652 (100,831) (23,137) (9,000) Prepaid items- - - - - 1,149 Net OPEB assets- - - - - (818,723) Accounts payable and accruals(40,901) (7,949) (5,774) (45,337) (99,961) (32,304) Accrued payroll and benefits965 624 2,045 2,757 6,391 3,244 Unearned revenu -- (4,498) 50,982 46,484 - e Compensated absence 2,942(514) 2,523 - 4,951 25,327 s Claims payable- - - - - 18,010 Net cash provided by (used in) $ 169,533 $ (12,826)$ 27,914 $ 496,957 $ 681,578 $ (2,067,954) operating activities See accompanying notes to basic financial statements. 87 28 CITY OF CUPERTINO Statement of Fiduciary Assets and Liabilitie s June 30, 2011 Agenc y Fun d Assets: Cash and investment$ 81,403 s Total assets81,403$ Liabilities: Deposits81,403$ Total liabilities81,403$ See accompanying notes to basic financial statements. 88 29 This page left intentionally blank. 89 30 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (a) Reporting Entity The City of Cupertino, California (the City) was incorporated on October 3, 1955, under the laws of the State of California. The City operates under a Council - City Manager form of government and provides services through the following departments: Administrative Services, Community Development, City Manager, Parks and Recreation, Public and Environmental Affairs, and Public Works/Engineering. Fire services are provided by the Santa Clara County Fire District, and the City contracts with the Santa Clara County Sheriff’s Department for police services, and with Recology for garbage and recycling services. The accompanying basic financial statements include all funds and boards and commissions that are controlled by the City Council. The basic financial statements include the City’s blended component units, entities for which the City is considered to be financially accountable. A blended component unit, although a legally separate entity, is in substance, part of the City’s operations and so data from this unit is combined with the City. Blended component units - The Cupertino Public Facilities Corporation (the Corporation) was incorporated in May 1986, under the Nonprofit Public Benefit Corporation Law of the State of California. The Corporation was organized as a nonprofit corporation for the purpose of assisting the City in the acquisition, construction, and financing of public improvements which are of public benefit to the City. The Corporation, after acquiring certain properties from the City, leases these back to the City. The lease money provides the funds for the debt service for the Certificates of Participation issued by the Corporation to acquire the properties. The Cupertino Redevelopment Agency (the Agency) was formed in 2000 under the California Health & Safety Code to assist in the elimination of areas considered to be in a blighted condition. The City Council acts as the Board of Directors of the Corporation and the Agency. The Mayor and Vice Mayor of the City have been elected President and Vice President, respectively, of the Corporation. The City Clerk has been elected Secretary, and the City’s Director of Administrative Services has been appointed Treasurer of both entities. The Corporation does not issue separate financial statements, since it is reported separately in the City’s basic financial statements. The Agency’s separate report is available from the City of Cupertino’s website at www.cupertino.org. (b) Measurement Focus, Basis of Accounting and Basis of Presentation The City’s basic financial statements are prepared in conformity with accounting principles generally accepted in the United States. The Governmental Accounting Standards Board (GASB) is the acknowledged standard setting body for establishing accounting and financial reporting standards followed by governmental entities in the United States. 90 31 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (b) Measurement Focus, Basis of Accounting and Basis of Presentation (Continued) Government-wide Statements - The Statement of Net Assets and the Statement of Activities display information about the primary government (the City) and its component units. These statements include the financial activities of the overall City government, except for fiduciary activities. These statements distinguish between the governmental and business-type activities of the City. Governmental activities generally are financed through taxes, intergovernmental revenues, and other nonexchange transactions. Business-type activities are financed in whole or in part by fees charged to external parties. The Statement of Activities presents a comparison between expenses and program revenues for each segment of the business-type activities of the City and for each function of the City’s governmental activities. Expenses include direct and indirect types. Direct expenses are those that are specifically associated with a program or function and, therefore, are clearly identifiable to a particular function. Indirect expenses such as depreciation, information technology, insurance and equipment replacement are included in expenses for individual activities and functions. Program revenues include (a) charges paid by the recipients of goods or services offered by the programs and (b) grants and contributions that are restricted to meeting the operational or capital needs of a particular program. Revenues that are not classified as program revenues, including taxes, are presented as general revenues. Program revenues and direct expenses related to interfund services are included and indirect expenses funded by interfund transfers are excluded from the Statement of Activities. The Statement of Net Assets eliminates interfund balances between governmental funds and interfund balances between proprietary funds. Fund Financial Statements - The fund financial statements provide information about the City’s funds, including fiduciary funds and blended component units. Separate statements for each fund category – governmental, proprietary, and fiduciary – are presented. The emphasis of fund financial statements is on major individual governmental and enterprise funds, each of which is displayed in a separate column. All remaining governmental funds are aggregated and reported as nonmajor funds. Proprietary fund operating revenues, such as charges for services, result from exchange transactions associated with the principal activity of the fund. Exchange transactions are those in which each party receives and gives up essentially equal values. Nonoperating revenues, such as subsidies and investment earnings, result from nonexchange transactions or ancillary activities. Major Funds - The City’s major governmental and enterprise funds are identified and presented separately in the fund financial statements. All other funds, called nonmajor funds, are combined and reported in a single column, regardless of their fund type. Major funds are defined as funds, which have either assets, liabilities, revenues or expenditures in excess of ten percent of their fund-type total and five percent of the aggregate total for both governmental funds and enterprise funds. The General Fund is always a major fund. The City may select other funds it believes should be presented as major funds. 91 32 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (b) Measurement Focus, Basis of Accounting and Basis of Presentation (Continued) The City reported the following major governmental funds in the accompanying financial statements: TheGeneral Fund is the general operating fund of the City. It is used to account for all financial resources except those that are required to be accounted for in another fund. ThePublic Facilities Corporation Debt Service Fund accounts for the payments of principal and interest on certificates of participation issued to provide for the financing of City Hall, Library, Wilson Park, Memorial Park, and other City facilities. TheCapital Improvement Projects Fund accounts for activities related to the acquisition or construction of major capital facilities. TheStevens Creek Corridor Park Capital Projects Fund accounts for the design and construction of the Stevens Creek Corridor Park projects. The City reports all its enterprise funds as major funds in the accompanying financial statements: TheResources Recovery Fund accounts for activity related to the collection, disposal, and recycling of solid waste. A private company has been issued an exclusive franchise to perform these services. TheBlackberry Farm Fund accounts for activities related to the municipal golf course. TheCupertino Sports Center Fund accounts for the operation and maintenance of the Cupertino Sports Center. TheRecreation Programs Fund accounts for activities of the City’s community centers and park facilities. The City also reports the following fund types: Internal Service Funds. These funds account for workers’ compensation, management information systems maintenance and replacement, equipment maintenance and replacement, retiree health costs, accrued leave payouts, and long-term disability coverage; all of which are provided to other departments on a cost-reimbursement basis. Fiduciary Fund . The City acts as an agent for repayment of certain special assessment debt described in Note 7. This fund accounts for the tax assessments used for bond payments. Basis of Accounting - The government-wide and proprietary financial statements are reported using the economic resources measurement focus and the full accrual basis of accounting. Revenues are recorded whenearned and expenses are recorded at the time liabilities are incurred, regardless of when the related cash flows take place. 92 33 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (b) Measurement Focus, Basis of Accounting and Basis of Presentation (Continued) Governmental funds are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under this method, revenues are recognized when measurable and available. The City considers all revenues reported in the governmental funds to be available if the revenues are collected within sixty days after year-end. Expenditures are recorded when the related fund liability is incurred, except for principal and interest on long-term debt which are recognized as expenditures to the extent the City has provided financial resources to a debt service fund for payment of these liabilities that mature early in the following year. General capital asset acquisitions are reported asexpenditures in governmental funds. Proceeds from long-term debt and acquisitions under capital leases are reported as other financing sources. Unearned revenues are considered on a full accrual basis, while deferred revenues are based on the modified accrual measure. Fiduciary financial statements consisting of agency funds, report only assets and liabilities, and therefore have no measurement focus. They recognize receivables and payables on a full accrual basis. Property taxes, transient occupancy taxes, utility taxes, franchise taxes, interest and special assessments are susceptible to accrual. Other receipts and taxes are recognized as revenue when the cash is received. Sales taxes collected and held by the state at year end on behalf of the City are also recognized as revenue. Sales taxes consulting payments which are contingent on revenues collected are netted against the related revenues. Under the terms of grant agreements, the City may fund certain programs with a combination of cost- reimbursement grants, categorical block grants, and general revenue. The City’s policy is to first apply restricted grant resources to such programs, followed by general revenues if necessary. Grant revenues are recognized after eligibility and billing occurs, but may be deferred if not received within sixty days of year-end. Because of the cost-reimbursement and recognition nature of some grants, certain capital project funds may carry deficit fund balances until billing and receipt of grants. The City may also front the capital outlays with cash advances from other funds. Non-exchange transactions, in which the City gives or receives value without directly receiving or giving equal value in exchange, include property taxes, grants, entitlements, and donations. On the accrual basis, revenue from property taxes is recognized in the fiscal year for which the taxes are levied or assessed. Revenue from grants is recognized as described above. Entitlement and donation revenues are recognized when cash is received. Private-sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government-wide statements for the business-type activities and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of GASB. Governments also have the option of following subsequent private-sector guidance for business-type activities and enterprise funds, subject to the same limitation. The City has elected not to follow subsequent private-sector guidance. 93 34 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (c) Budgetary Practices The budget of the City is a detailed operating plan which identifies estimated costs and results in relation to estimated revenues. The budget includes (1) the programs, projects, services and activities to be provided during the fiscal year; (2) estimated revenue available to finance the operating plan; and (3) the estimated spending requirements of the operating plan. The budget represents a process through which policy decisions are made, implemented and controlled. The City prohibits expending funds for which there is no legal appropriation. Operating appropriations lapse at fiscal year end. In May of each year, the City Manager submits to the City Council a proposed budget for the fiscal year beginning July 1. Public hearings on the proposed budget are held during the month of June and the budgets for all fund types are legally adopted by Resolution prior to June 30. Original budget amounts are presented on the accompanying budgetary statements include these legally adopted amounts. The City’s legal level of budgetary control is at the functional level. The City Manager is responsible for controlling the City’s expenditures in accordance with the adopted budget. The City Manager is authorized to transfer appropriations within functional expenditure classifications. Any revision which requires transfers between functional expenditure classifications or increases total appropriations must be approved by the City Council. Requests for additional personnel or capital outlay also require the approval of the City Council. Budgets for governmental funds are adopted on a basis consistent with generally accepted accounting principles. Budget information is presented for the general, special revenue and debt service funds only. Capital projects funds are budgeted on a long-term project-by-project basis and, hence, budgets for these funds are not presented in the basic financial statements. (d) Cash and Investments The City pools its cash resources, consisting of cash and investments, of all funds for investment except for restricted funds generally held by an outside fiscal agent. Cash amounts are reported net of outstanding warrants. Investments are stated at fair value. (e) Capital Assets Capital assets are recorded at cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at their estimated fair value on the date donated. Public domain (infrastructure) capital assets consisting of roads, bridges, curbs, gutters, medians, sidewalks, drainage and lighting systems have been capitalized and depreciated. Capital assets are defined as assets with an initial individual cost of more than $5,000 for general capital assets and $100,000 for intangible assets. 94 35 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (e) Capital Assets (Continued) Depreciation is recorded using the straight-line method over the following useful lives: Major outlays for capital assets and improvements are capitalized as projects are constructed. For enterprise funds, interest incurred during the construction phase is reflected in the capitalized value of the asset constructed, net of interest earned on the invested proceeds over the same period. Some capital assets may be acquired using federal and state grant funds, or they may be contributed by developers or other governments. These contributions are accounted for as revenues at the time the capital assets are contributed. (f) Land Held for Redevelopment Land held for redevelopment of $615,000 at June 30, 2011 is stated at the lowest of historical cost, net realizable value determined upon the execution of disposition and development agreement, or agreed- upon sales price. The land was purchased using federal grant funds for housing activities. (g) Claims Payable Claims and judgments payable are accrued when the liability is incurred and the amount can be reasonably estimated. Claims and judgments payable are recorded in an internal service fund for workers’ compensation and long-term disability, and other claims and judgments are recorded in the General Fund or enterprise funds, as appropriate. (h) Compensated Absences Compensated absences comprise vested accumulated vacation and sick leave. The City’s liability for compensated absences is recorded in governmental or business-type activities as appropriate. The liability for compensated absences is determined annually. For all governmental funds, amounts expected to be “permanently liquidated,” such as what is due to be paid because of a realized employment action, are recorded as fund liabilities; the long-term portion is recorded in the Statement of Net Assets. 95 36 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (h) Compensated Absences (Continued) Compensated absences are liquidated by the fund that has recorded the liability. The long-term portion of governmental activities compensated absences are liquidated primarily by the General Fund, using the Compensated Absences and the Long-Term Disability internal service fund to account for termination payouts. The changes in compensated absences for the year ended June 30, 2011 were as follows: (i) Property Tax Calendar All property taxes are levied and collected by the County of Santa Clara. Secured taxes are levied on July 1, are due in two installments on November 1 and February 1 and become delinquent after December 10 and April 10. Unsecured taxes are levied on July 1 and become delinquent on August 31. The lien date for secured and unsecured property taxes is January 1. The City, in fiscal year 1993-94, adopted an alternative method of property tax distribution (the “Teeter Plan”). Under this method, the City receives 100% of its secured property tax levied in exchange for foregoing any interest and penalties collected on delinquent taxes. The City receives remittances as a series of advances made by the County during the year. (j) Interfund Transactions Interfund loans and balances related to unsettled service transactions are reported as receivables and payables as appropriate, and are subject to elimination upon consolidation of similar fund types, and are referred to as either “due to/from other funds” (i.e., the current portion of inter-fund loans and unsettled service transactions) or “advances to/from other funds” (i.e., the non-current portion of interfund loans). Any residual balances outstanding between the governmental activities and the business-type activities are reported in the government-wide financial statements as “internal balances”. Services provided or used, deemed to be at market or near market rates, are treated as revenues and expenditures or expenses. Transactions constituting reimbursements to a fund for expenditures/expenses initially made from it that are properly applicable to another fund, are recorded as expenditures/expenses in the reimbursing fund and as reductions of expenditures/expenses in the fund that is reimbursed. All other interfund transactions are treated as transfers. Transfers between governmental or proprietary funds are netted as part of the reconciliation to the government-wide presentation. 96 37 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (k) Statement of Cash Flows For purposes of reporting cash flows for the City’s proprietary funds, pooled cash and investments are considered cash equivalents as the proprietary funds can access pooled cash and investments in a manner similar to a demand deposit account. (l) Effects of New Pronouncements During the year ended June 30, 2011, the City implemented the following GASB Statement: In March 2009, GASB issued Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions. The objective to this Statement is to enhance the usefulness of fund balance information by providing clearer fund balance classifications that can be more consistently applied and by clarifying the existing governmental fund type definitions. This Statement establishes fund balance classifications that comprise a hierarchy based primarily on the extent to which a government is bound to observe constraints imposed upon the use of the resources reported in governmental funds. The initial distinction in reporting fund balance information is identifying amounts that are considered nonspendable, such as fund balance associated with prepaid items. This Statement provides for additional classification as restricted, committed, assigned and unassigned based on the relative strength of the constraints that control how specific amounts can be spent. The details for the governmental fund balance classifications prescribed under this Statement are separately discussed in Note 8. The City is currently analyzing its accounting practices to determine the potential impact on the financial statements for the following GASB Statements: In December 2010, GASB issued Statement No. 60, Accounting and Financial Reporting for Service Concession Arrangements. This Statement addresses how to account for and report service concession arrangements (SCAs), a type of public-private or public-public partnership that state and local governments are increasingly entering into. Common examples of SCAs include long-term arrangements between a transferor (a government) and an operator (governmental or nongovernmental entity) in which the transferor conveys to an operator the right and related obligation to provide services through the use of infrastructure or another public asset in exchange for significant consideration and the operator collects and is compensated by fees from third parties. Application of this Statement is effective for the City’s fiscal year ending June 30, 2013. In December 2010, GASB issued Statement No. 61, The Financial Reporting Entity: Omnibus. GASB Statement No. 61 is designed to improve financial reporting for governmental entities by amending the requirements of GASB Statement No. 14, The Financial Reporting Entity, and GASB Statement No. 34, Basic Financial Statements-and Management’s Discussion and Analysis-for State and Local Governments, to better meet the needs of users and address reporting entity issues that have come to light since these statements were issued in 1991 and 1999, respectively. GASB Statement No. 61 improves the information presented about the financial reporting entity, which is comprised of a primary government and related entities (component units) and amends the criteria for blending – reporting component units as if they were part of the primary government – in certain circumstances. Application of this Statement is effective for the City’s fiscal year ending June 30, 2013. 97 38 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 1 - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (l) Effects of New Pronouncements (Continued) In December 2010, GASB issued Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre-November 30, 1989 FASB and AICPA Pronouncements. The objective of this Statement is to incorporate into the GASB’s authoritative literature certain accounting and financial reporting guidance that is included in the following pronouncements issued on or before November 30, 1989, which does not conflict with or contradict GASB pronouncements. This Statement also supersedes Statement No. 20, Accounting and Financial Reporting for Proprietary Funds and Other Governmental Entities That Use Proprietary Fund Accounting. The requirements of this Statement are effective for the City’s fiscal year ending June 30, 2013. In June 2011, GASB issued Statement No. 63, Financial Reporting of Deferred Outflows of Resources, Deferred Inflows of Resources, and Net Position. This Statement provides financial reporting guidance for deferred outflows of resources and deferred inflows of resources. This Statement also amends the net asset reporting requirements in Statement No. 34, Basic Financial Statements—and Management’s Discussion and Analysis—for State and Local Governments, and other pronouncements by incorporating deferred outflows of resources and deferred inflows of resources into the definitions of the required components of the residual measure and by renaming that measure as net position, rather than net assets. The requirements of this Statement are effective for the City’s fiscal year ending June 30, 2013. In June 2011, GASB issued Statement No. 64, Derivatives Instruments: Application of Hedge Accounting Termination Provisions – an amendment of GASB Statement No. 53. The objective of this Statement is to clarify whether an effective hedging relationship continues after the replacement of a swap counterparty or a swap counterparty’s credit support provider. This Statement sets forth criteria that establish when the effective hedging relationship continues and hedge accounting should continue to be applied. The requirements of this Statement are effective for the City’s fiscal year ending June 30, 2013. (m) Use of Estimates The preparation of financial statements in conformity with accounting principles generally accepted in the United States of America requires management to make estimates and assumptions that affect certain amounts and disclosures. Accordingly, actual results could differ from those estimates. 98 39 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 2 – CASH AND INVESTMENTS The City’s pooled idle funds are invested pursuant to investment policy guidelines adopted by the City Council. The objectives of the policy are to invest funds to the fullest extent possible and to invest in accordance with the provisions of the California Government Code with the priority of safety, liquidity and yield. The policy addresses the safekeeping of securities, types of investment instruments, diversification, maturities, reporting requirements, and internal control. The City maintains a cash and investment pool that is available for use by all funds. Each fund type’s portion of this pool is displayed on the financial statements as “cash and investments.” (a) Policies California law requires banks and savings and loan institutions to pledge government securities with a market value of 110% of the City’s cash on deposit, or first trust deed mortgage notes with a market value of 150% of the deposit, as collateral for these deposits. Under California law, this collateral is held in a separate investment pool by another institution in the City’s name and places the City ahead of general creditors of the institution. The City and its fiscal agents invest in individual investments and in investment pools. Individual investments are evidenced by specific identifiable securities instruments, or by an electronic entry registering the owner in the records of the institution issuing the security, called the book entry system. Security instruments owned by the City are held in safekeeping by a third party custodian acting as agent for the City under the terms of a custody agreement. The City’s investments are carried at fair value. The City adjusts the carrying value of its investments to reflect their fair value at each fiscal year end, and it includes the effects of these adjustments in investment income for that fiscal year. (b) Classification The City's total cash and investments, at fair value, are presented on the accompanying financial statements in the following allocation: PrimaryAgency GovernmentFundsTotal Cash and investments51,231,884$ 81,403$ 51,313,287$ Restricted cash and investments: Held by Fiscal Agent for bond repayments2,515,072 - 2,515,072 Total cash and investments53,746,956$ 81,403$ 53,828,359$ 99 40 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 2 – CASH AND INVESTMENTS (Continued) (c) Authorized Investments by the City The City’s Investment Policy and the California Government Code allow the City to invest its pooled idle funds in the following, under limits and provisions that address interest rate risk, credit risk, and concentration of credit risk. This does not include the City’s investments of debt proceeds held by fiscal agents that are governed by the provisions of debt agreements of the City. MinimumMaximumMaximum MaximumCreditPercentage ofInvestment in Authorized Investment TypeMaturityQualityPortfolioOne Issuer U.S. Treasury Obligations 5 yearsN/ANoneNone U.S. Agency Securities *5 yearsN/ANoneNone California Local Agency InvestmentUp to $50 N/AN/ANone million Fund (LAIF) Non-negotiable Certificates of 10% of portfolio; 5 yearsN/A30% *** Deposits (time deposits)5% of issuer's net worth. ** State of California registered state 5 yearsN/ANoneNone warrants, treasury notes, or bonds California local agency bonds, notes, 5 yearsN/ANoneNone warrants, or other obligations Bond issued by the local agency5 yearsN/ANoneNone Bankers' Acceptances180 daysN/A40%None 10% of portfolio; Commercial Paper270 daysA-1+/P-125%5% of issuer's net worth; 10% of outstanding paper of issuer. ** 10% of portfolio; Negotiable Certificates of Deposit5 yearsN/A30% 5% of issuer's net worth. ** 10% of portfolio; Repurchase Agreements1 yearN/ANone 5% of issuer's net worth. ** 10% of portfolio; Medium Term Corporate Notes5 yearsA or better30% 5% of issuer's net worth. ** Money market mutual funds investing in U.S. Treasury, Government Agency securities or repurchase 5 yearsAaa/AAA20%None agreements collaterized by U.S. Treasury or Government Agency securities *SecuritiesissuedbyagenciesofthefederalgovernmentsuchastheGovernmentNationalMortgageAssociation(GNMA),theFederal FarmCreditSystem(FFCB),theFederalHomeLoanBank(FHLB),theFederalNationalMortgageAssociation(FNMA),theStudent Loan Marketing Association (SLMA), and the Federal Home Loan Mortgage Corporation (FHLMC). **Represents restriction in which the City’s investment policy is more restrictive than the California Government Code. ***30% maximum % of portfolio if using a private sector entity to assist in the placement of the time deposits. No maximum for others. 100 41 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 2 – CASH AND INVESTMENTS (Continued) (d) Authorized Investments by Debt Agreements The City must maintain required amounts of cash and investments with trustees or fiscal agents under the terms of certain debt issues. These funds are unexpended bond proceeds or are pledged reserves to be used if the City fails to meet its obligations under these debt issues. The California Government Code requires these funds to be invested in accordance with City ordinances, bond indentures or State statutes. The City’s Investment Policy allows investments of bond proceeds to be governed by provisions of the related bond indentures. The following identifies the investment types that are authorized for investments held by fiscal agents under the terms of the bond indentures of the related debt issue: MinimumMaximum MaximumCreditPercentage of Authorized Investment TypeMaturityQualityPortfolio U.S. Treasury obligations N/AN/ANone Federal agencies obligations which represent full faith N/AN/ANone and credit of the U.S. Direct federal agencies obligations which are not fully N/AN/ANone guaranteed by the full faith and credit of the U.S. U.S. dollar denominated deposit accounts, federal funds and 360 daysP-1, A-1+, A-1None bankers' acceptances with domestic commercial banks Commercial Paper270 daysP-1, A-1None Money market fundsN/AAaam or AAAm-GNone Pre-refunded municipal obligations that are not callable Highest rating prior to maturity or as to which irrevocable instructionsN/ANone category have been given to call on the date specified in the notice General obligations of states N/AA2, ANone Investment agreements or other forms of investments, including repurchase agreements, approved by the N/AN/ANone financial guaranty insurance carrier. California Local Agency Investment Fund (LAIF)N/AN/AUp to $50 million Shares in a California common law trust established pursuant to Title 1, Division 7, Chapter 5 of the California Government Code which invests exclusively in investments permitted by N/AN/ANone Section 53635 of Title 5, Division 2, Chapter of the California Government Code, as it may be amended. 101 42 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 2 – CASH AND INVESTMENTS (Continued) (e) Interest Rate Risk Interest rate risk is the risk that changes in market interest rates will adversely affect the fair value of an investment. Generally, the longer the maturity of an investment the greater the sensitivity of its fair value to changes in market interest rates. Information about the sensitivity of the fair values of the City’s investments (including investments held by bond trustees) to market interest rate fluctuations is provided by the following table that shows the distribution of the City’s investments by maturity or earliest call date: The City is a participant in the Local Agency Investment Fund (LAIF) that is regulated by California Government Code Section 16429 under the oversight of the Treasurer of the State of California. The Local Investment Advisory Board (Board) has oversight responsibility for LAIF. The Board consists of five members as designated by State Statute. The City reports its investment in LAIF at the fair value amount provided by LAIF, which is the same as the value of the pool share. The balance is available for withdrawal on demand, and is based on the accounting records maintained by LAIF, which are recorded on an amortized cost basis. Included in LAIF’s investment portfolio are U.S. Treasuries, Federal Agency obligations, time deposits, negotiable certificates of deposits, commercial paper, corporate bonds, and security loans. As of June 30, 2011, the total amount recorded by all participating public agencies in LAIF was approximately $24.0 billion. Of that amount, 94.99% was invested in non- derivative financial products and 5.01% in structured notes and asset backed securities. These investments had weighted average maturity of 237 days. Money market mutual funds are available for withdrawal on demand. At June 30, 2011, money market mutual funds in the pooled investment and held by fiscal agent had weighted average maturity of approximately 48 days and 19 days, respectively. 102 43 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 2 – CASH AND INVESTMENTS (Continued) (f) Credit Risk Credit risk is the risk that an issuer of an investment will not fulfill its obligation to the holder of the investment. This is measured by the assignment of a rating by a nationally recognized statistical rating organization. Presented below is the actual rating as of June 30, 2011 for each investment type, including those with fiscal agents, as provided by Moody’s ratings: (g) Concentration of Credit Risk The City’s investment policy contains certain limitations on the amount that can be invested in any one issuer. In certain categories, these limitations are more restrictive than those required by California Government Code Sections 53600 et seq. Excluding those issued or explicitly guaranteed by the U.S. government and investments in the Local Agency Investment Fund and mutual funds, the City did not have investments that represent 5% or more of total City-wide investments at June 30, 2011. NOTE 3 – PROPOSITION 1A BORROWING BY THE STATE OF CALIFORNIA Under the provisions of Proposition 1A and as part of the 200910 budget package passed by the California state legislature on July 28, 2009, the State of California borrowed 8% of the amount of property tax revenue, including those property taxes associated with the inlieu motor vehicle license fee, the triple flip in lieu sales tax, and supplemental property tax, apportioned to cities, counties and special districts (excluding redevelopment agencies). The State of California is required to repay this borrowing plus interest by June 30, 2013. The amount of this borrowing pertaining to the City was $1,419,497. This borrowing by the State of California was recognized as a receivable in the accompanying basic financial statements. Under the modified accrual basis of accounting, the borrowed tax revenues are not permitted to be recognized as revenue in the governmental fund financial statements until the tax revenues are received from the State of California (expected to be fiscal year 201213). In the governmentwide financial statements, the tax revenues were recognized in the fiscal year for which they were levied (fiscal year 200910). 103 44 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 4 – LOANS RECEIVABLE (a) Related Party Loans In conjunction with the City’s executive housing assistance program, loans totaling $849,360 have been th provided to two executive managers. These 40-year loans bear an interest rate equal to the 11 District Cost of Funds at the time of the loan, and require bi-weekly principal and interest payments. In addition, there is a two percent deferral on the interest rate for the first five years of the loan, at which th time the interest rate may be adjusted to the current 11 District Cost of Funds for the remainder of the loan. During the year ended June 30, 2011, one of the loans was repaid and the balance remaining on the outstanding loan was $464,914 at June 30, 2011. (b) Housing Program Loans On June 30, 1995, the City loaned $821,000 to Community Housing Developers, a California nonprofit public benefit corporation. The note bears interest at three percent per annum, compounded annually, payable to the extent of surplus cash, and all unpaid principal and interest due June 30, 2035. At June 30, 2011, the balance remaining on the loan was $821,000. On June 6, 1996, the City loaned $320,000 to Cupertino Community Services, a California nonprofit public benefit corporation. The note bears interest at three percent per annum and due on July 14, 2026. At June 30, 2011, the balance on the loan was $251,069. In addition to these loans, the City has $191,921 in housing and other loans receivable at June 30, 2011. These loans bear interest at 3 to 6 percent and are due by June 30, 2025. 104 45 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 5 - INTERFUND TRANSACTIONS Transfers between funds during the fiscal year ended June 30, 2011 were as follows: The reasons for these transfers are set forth below: (A) For annual lease payment related to the 2002 Certificates of Participation debt issue. (B) To fund various capital improvements projects. (C) To fund operating expenditures of the Environmental Management Special Revenue Fund ($135,000) and street maintenance expenditures ($750,000). (D) To fund management information systems, equipment, compensated absences, and retiree medical expenses. (E) To return capital projects savings back to General Fund. (F) To provide and return funds for the environmental education facility project. (G) To fund golf course irrigation project. Internal Balances – The government wide financial statements had no net interfund receivables and payable remaining after the elimination of all such balances within governmental and business-type activities. Advance to and advance from other funds During fiscal year ended June 30, 2010, the Equipment Internal Service Fund loaned the General Fund $504,497 for payment of the Prop 1A borrowing by the State of California. The General Fund is expected to repay the funds upon receipt of the repayment from the State of California during fiscal year ended June 30, 2013. 105 46 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 6 - CAPITAL ASSETS A summary of changes in capital assets is as follows: Balance,Balance, July 1, 2010AdditionsRetirementsJune 30, 2011 Governmental activities Capital assets, not being depreciated: Land 60,806,081$ -$ (335,112)$ 60,470,969$ Easements17,938,745 1,166,398 - 19,105,143 Total capital assets, not being depreciated78,744,826 1,166,398 (335,112) 79,576,112 Capital assets, being depreciated: Buildings40,998,928 143,239 (393,870) 40,748,297 Improvements other than buildings39,684,798 782,866 - 40,467,664 Machinery and equipment7,576,532 349,419 (57,547) 7,868,404 Roads, curbs, gutters, sidewalks, medians and bridges121,612,009 2,834,755 - 124,446,764 Streetlights6,596,456 1,697,633 - 8,294,089 Storm drain structure and mains31,799,233 117,227 - 31,916,460 Traffic signals6,034,208 32,667 - 6,066,875 Total capital assets, being depreciated254,302,164 5,957,806 (451,417) 259,808,553 Less accumulated depreciation for: Buildings(15,410,360) (1,548,043) 170,918 (16,787,485) Improvements other than buildings(21,668,745) (1,756,695) - (23,425,440) Machinery and equipment(6,199,057) (531,448) 57,547 (6,672,958) Roads, curbs, gutters, sidewalks, medians and bridges(86,936,007) (2,999,682) - (89,935,689) Streetlights(6,511,832) (4,823) - (6,516,655) Storm drain structure and mains(25,817,840) (794,981) - (26,612,821) Traffic signals(4,587,859) (111,553) - (4,699,412) Total accumulated depreciation(167,131,700) (7,747,225) 228,465 (174,650,460) Total capital assets, being depreciated, net87,170,464 (1,789,419) (222,952) 85,158,093 Governmental activities, capital assets, net$ (623,021)165,915,290$ (558,064)$ 164,734,205$ Business-type activities Capital assets, being depreciated: Buildings293,372$ -$ -$ 293,372$ Improvements other than buildings389,511 102,850 - 492,361 Machinery and equipment272,088- - 272,088 Total capital assets, being depreciated954,971 102,850 - 1,057,821 Less accumulated depreciation for: Buildings(8,813) (27,753) - (36,566) Improvements other than buildings(2,089) (55,346) - (57,435) Machinery and equipment(155,856) (30,443) - (186,299) Total accumulated depreciation(166,758)(113,542) - (280,300) Total capital assets, being depreciated, net788,213(10,692) - 777,521 Business-type activities, capital assets, net788,213$ (10,692)$ -$ 777,521$ 106 47 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 6 - CAPITAL ASSETS (Continued) Depreciation expense was charged to functions and programs based on their usage of the related assets. Depreciation expense was charged to governmental activities as follows: Administration282,072$ Public and environmental affairs10,829 Administration services26,551 Recreation service86,604 Public works6,919,506 Amount reported in the internal service funds421,663 Total depreciation expense - governmental activities7,747,225$ Depreciation expense was charged to the business-type activities as follows: 107 48 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 7 - LONG-TERM DEBT (a) Cupertino Public Facilities Corporation Certificates of Participation Amount OriginalBalanceBalanceDue Issue July 1,June 30,Within Amount2010Retirements2011One Year Governmental activities debt: 2002 Refinancing and Capital Improvement Project, 2.00 - 5.00%, due 07/01/203056,640,000$ 45,510,000$ (1,500,000)$ 44,010,000$ 1,545,000$ The Cupertino Public Facilities Corporation issued Certificates of Participation to provide financing for the construction of the Community Center, improvements of the City Hall and the Library in July 1986; purchase of Wilson Park in 1989; finance the Memorial Park Expansion in 1990; and purchase the Blackberry Farm and Fremont Older site in 1991. The Cupertino Public Facilities Corporation, as lessor, leased real property to the City (under the Lease Agreement with the lessee) and assigned the base rental payments to the trustee for the benefit of the owners of the certificates of participation. The rental payments are scheduled to be sufficient in both time and amount, when the principal and interest of the certificates are due. On October 1, 2002, $56,640,000 principal amount of 2002 Refinancing and Capital Improvement Project Certificates of Participation (2002 COPs), were issued to finance the costs of acquiring and constructing a new public library and to refund the 1992A COPs, the 1992B COPS and the 1993A COPs (“Prior COPS”). Payment of the principal and interest are insured by a financial guaranty insurance policy issued by Ambac Assurance Corporation (Ambac). The reserve fund required for the 2002 COPs is funded with a reserve fund surety bond issued by Ambac. The 2002 COPs are payable by a pledge of revenues from the lease payments payable by the City pursuant to the Lease Agreement between the Cupertino Public Facilities Corporation and the City for the use and possession of the Site and Facility as described in the Lease Agreement. The City also covenanted in the Lease Agreement to include all lease payments in its annual budget. In the event that insufficient funds are available to make the lease payments, payments will be made from an apportionment of moneys to which the City is entitled from the Motor Vehicle Licenses Fee Account in the Transportation Fund of the State of California. Total debt service payments remaining on the 2002 COPs is $67,121,456 payable through July 1, 2030. For the year-ended June 30, 2011, principal and interest paid totaled $1,500,000 and $2,030,144, respectively, while total Motor Vehicle Licenses Fee revenues received by the City totaled $4,664,084. Annual debt service requirements for the 2002 COPs are shown below: For the YearGovernmental Activities Ending June 30,PrincipalInterest 20121,545,000$ 1,985,144$ 20131,600,0001,934,931 20141,660,0001,870,931 20151,730,0001,804,531 20161,795,0001,735,331 2017-202110,250,0007,415,456 2022-202612,830,0004,834,444 2027-203012,600,0001,530,688 $ 23,111,45644,010,000$ 108 49 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 7 - LONG-TERM DEBT (Continued) (b) 1915 Act Bonds Without City Commitment The City acts as agent for the property owners of parcels upon which assessments were made for local improvements. The City collects the assessments and forwards the collections to bond holders. The City is not directly liable for the repayment of special assessment district bonds as such bonds and interest payable are secured by fixed lien assessments on real property; however, the City has determined that it is not probable that the government would assume responsibility for all or part of the debt in the event of default. During the fiscal year ended June 30, 2011, the City paid off the remaining balance of the bonds in the amount of $35,000. (c) Conduit Debt On October 1, 2001, the City authorized the issuance of the Multi-Family Housing Revenue Bonds in an amount up to $1.6 million to assist a developer in financing the cost of site acquisition and construction of a 24 unit multi-family rental housing project. The bonds are payable solely out of loan repayments received from the developer. The principal balance outstanding of the bonds and any accrued and unpaid interest is due and payable on October 1, 2031. The City has no legal or moral liability with respect to the payment of this debt. The amount of outstanding conduit debt principal at June 30, 2011 was $798,153. NOTE 8 - NET ASSETS AND FUND BALANCES Net Assets are measured on the full accrual basis while Fund Balance is measured on the modified accrual basis. Net Assets – The government-wide and proprietary fund financial statements utilize a net assets presentation. Net assets are categorized as follows: Invested in Capital Assets, net of related debt – This category groups all capital assets including, infrastructure, into one component of net assets. Accumulated depreciation and outstanding balances of debt that are attributable to the acquisition, construction or improvement of these assets reduce the balance in this category. Restricted – This category represents net assets that have external restrictions imposed by creditors, grantors, contributors or laws or regulations of other governments and restrictions imposed by law through constitutional provisions or enabling legislation. At June 30, 2011, the government-wide statement of net assets reported restricted assets of $7,778,613 in governmental activities, of which, $258,390 are restricted by enabling legislation. Unrestricted – This category represents net assets of the City that do not meet the definition of “invested in capital assets, net of related debt” or “restricted.” 109 50 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 8 - NET ASSETS AND FUND BALANCES (Continued) Fund Balances – As prescribed by GASB Statement No. 54, governmental funds report fund balance in classifications based primarily on the extent to which the City is bound to honor constraints on the specific purposes for which amounts in the funds can be spent. Fund balances for governmental funds are made up of the followings: Nonspendable Fund Balance – includes amounts that are (a) not in spendable form, or (b) legally or contractually required to be maintained intact. The “not in spendable form” criterion includes items that are not expected to be converted to cash, for example: prepaid items, land held for redevelopment and long-term notes receivable. Restricted Fund Balance – includes amounts that can be spent only for the specific purposes stipulated by external resource providers, constitutionally or through enabling legislation. Restrictions may effectively be changed or lifted only with the consent of resource providers. Committed Fund Balance – includes amounts that can only be used for the specific purposes determined by a formal action of the City’s highest level of decision-making authority, the City Council. Commitments may be changed or lifted only by the City taking the same formal action that imposed the constraint originally (for example: resolution and ordinance). At June 30, 2011, the City did not have fund balance classified as committed. Assigned Fund Balance – comprises amounts intended to be used by the City for specific purposes that are neither restricted nor committed. Intent is expressed by the City Council or official to which the City Council has delegated the authority to assign amounts to be used for specific purposes. Unassigned Fund Balance – is the residual classification for the General Fund and includes all amounts not contained in the other classifications. Unassigned amounts are technically available for any purpose. In circumstances when an expenditure may be made for which amounts are available in multiple fund balance classifications, the fund balance in General Fund will generally be used in the order of restricted, unassigned, and then assigned reserves. In other governmental funds, the order will generally be restricted and then assigned. The City Council has established reserve policy levels for various capital and contingency purposes. These balances are reported as part of the governmental funds’ assigned fund balance as follows: 110 51 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 8 - NET ASSETS AND FUND BALANCES (Continued) Fund balances for all major and nonmajor governmental funds as of June 30, 2011, were classified as follows: 111 52 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 9 - COMMITMENTS AND CONTINGENCIES (a) Federal and State Grant The City participates in a number of federal and state grant programs subject to financial and compliance audits by the grantors or their representatives. Audits of certain grant programs, including those for the year ended June 30, 2011, have yet to be conducted. The amount, if any, of expenditures that may be disallowed by the granting agencies cannot be determined at this time. Management believes that such disallowances, if any, would not have a material effect on the financial statements. (b) Encumbrances The City uses encumbrances to control expenditure commitments for the year. Encumbrances represent commitments related to executed contracts not yet performed and purchase orders not yet filled. Commitments for such expenditure of monies are encumbered to allocate a portion of applicable appropriations. Encumbrances still open at year end are not accounted for as expenditures and liabilities, but as restricted or assigned fund balance. As of June 30, 2011, the City had the following encumbrances outstanding: (c) Lease Agreement with County of Santa Clara The City has an agreement, expiring in 2019, to lease a building to the County of Santa Clara for the purpose of providing library service to the City’s residents. The lease requires a minimum annual payment of $120,000 adjusted for Cupertino’s portion of book circulation and increase of assessed valuation. This is an operating lease with a renewable option. At June 30, 2011, the cost and carrying value of the building which opened in October 2004, is $21,935,325 and $16,668,443 respectively, with $5,266,882 in accumulated depreciation. (d) Consulting Agreement for Sales Taxes The City entered into agreements with two companies to provide services consisting of the assessment and creation of new sales and use tax revenue sources for the City. The City agreed to pay the two companies based on a sliding scale payment schedule dependent on the level of new sales tax revenue realized by the City as defined in the consulting agreements. The agreement with one of the companies expired on June 30, 2011 while the agreement with the other company will expire by June 30, 2012. 112 53 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 9 - COMMITMENTS AND CONTINGENCIES (Continued) (e) Continuation of the Redevelopment Agency In June 2011, the California legislature adopted Assembly Bill 1x 26 (“AB1x 26” or the “Dissolution Bill”) and Assembly Bill 1x 27 (“AB1x 27” or the “Continuation Bill”). The Dissolution Bill immediately suspends all new redevelopment activities and incurrence of indebtedness, and dissolves redevelopment agencies effective October 1, 2011. However, the Continuation Bill allows redevelopment agencies to avoid dissolution by “opting” into an alternative voluntary redevelopment program (“Voluntary Program”), requiring substantial annual contributions to local school and special districts. On September 20, 2011, City Council adopted an ordinance to “opt into the Voluntary Program” and will be required to make a contribution of $528,802 by January 15, 2012 for fiscal year 2011-12. Ongoing contributions of a lesser magnitude will be required going forward. On July 18, 2011, the California Redevelopment Association and the League of California Cities, along with certain other petitioners, filed a lawsuit asking the California Supreme Court to overturn AB1x 26 and AB1x 27 as they violate the Constitution of California. The California Supreme Court announced it would hear the lawsuit and issued a partial stay suspending the effectiveness of AB1x 26 and AB1x 27 until it can rule on the constitutionality of these two bills. The Court allowed the Dissolution Bill to remain in effect insofar as it precludes existing redevelopment agencies from incurring new indebtedness, transferring assets, acquiring real property, entering into new contracts or modifying existing contracts, entering into new partnerships, adopting or amending redevelopment plans, etc., but it stayed enforcement of both statutes in all other respects.The Court also states in its order that “the briefing schedule is designed to facilitate oral argument as early as possible in 2011, and a decision before January 15, 2012,” which is the date that the Voluntary Program contributions are due. At this time, due to the Court’s involvement, redevelopment operations are effectively placed on hold pending the outcome of the litigation, including whether or not the City will make the contribution required under the Voluntary Program. (f) Housing Trust Under Health & Safety Code Section 33334.3, the Agency is obligated to expend monies in the Agency’s Low and Moderate Income Housing Fund for the purposes of increasing, improving, and preserving the community supply of housing available at affordable housing cost to low and moderate income households, lower income households, very low income households, and extremely low income household. Under Health & Safety Code Section 33220, The Agency is authorized to enter into agreements to assist the Agency in performing powers and obligations under the California Redevelopment Law. On February 15, 2011, the City and Agency entered into an Affordable Housing Agreement with the Housing Trust of Santa Clara County, a California nonprofit public benefit corporation (Trust). The City and the Agency agreed to contribute $1,000,000 to the Trust from the Agency’s Low and Moderate Income Housing Fund for the fiscal year ended June 30, 2011 and an amount not to exceed $250,000 annually for the next fifteen subsequent years. The Trust shall use the funds received exclusively for eligible costs pursuant to the California Redevelopment Law while the City and the Agency will provide on-going monitoring and complete all required reporting requirements to the State of California. For the fiscal year ended June 30, 2011, the Agency transferred $1,000,000 into the Trust and the expenditure is recorded as part of community development expenditures in the basic financial statements. 113 54 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 10 - LIABILITIES UNDER SELF-INSURANCE AND RISK MANAGEMENT (a) General and Property Liability The City is self-insured for the first $250,000 of general and property liability for each occurrence, and the excess (up to $10,000,000 for each occurrence and annual aggregate) is covered through the City’s participation in the Association of Bay Area Governments Pooled Liability Assurance Network (ABAG PLAN). The risk pool consists of 31 agencies within the San Francisco Bay Area. The stated purpose of the ABAG PLAN is to provide certain levels of liability insurance coverage, claims management, risk management services, and legal defense to its participating members. ABAG PLAN is governed by a Board of Directors, which comprises officials appointed by each participating member. Premiums paid to ABAG are subject to possible refund based on the results of actuarial studies and approval by the Board of Directors. Complete financial statements for ABAG PLAN may be obtained from their offices at the following address: ABAG PLAN, Finance Department, P.O. Box 2050, Oakland, CA 94604. Premiums are revised each year based on the City’s claims experience and risk exposure. For the year ended June 30, 2011, the City paid ABAG PLAN premiums of $182,583. (b) Workers’ Compensation Liability The City belongs to the CSAC Excess Insurance Authority (EIA), a joint power authority which provides excess workers’ compensation liability claims coverage above the City’s self-insured retention of $500,000 per occurrence. Losses above the self-insured retention are pooled with excess reinsurance purchased to a $50,000,000 statutory limit. EIA was established in 1979 for the purpose of creating a risk management pool for all California public entities. EIA is governed by a Board of Directors consisting of representatives of its member public entities. Complete financial statements for EIA may be obtained from their offices at the following address: CSAC Excess Insurance Authority, Finance Department, 75 Iron Point Circle, Suite 200, Folsom, CA 95630. For the year ended June 30, 2011, the City paid premiums of $50,033 to EIA. It is the City’s practice to obtain biennial actuarial studies for the self-insured workers’ compensation liability. The claims liabilities included in the workers’ compensation internal service fund is based on the results of actuarial studies and include amounts for claims incurred but not reported and loss adjustment expenses. Claim liabilities are calculated considering the effects of inflation, recent claim settlement trends, including frequency and amount of payouts, and other economic and social factors. Inflation of 2.5%, annual rate of return of 3%, claim severity increase at 2.5% were assumed. In the current year, management used actuarial estimates based on an 80% confidence level. Settlements have not exceeded insurance coverage in the past three years. Changes in the balances of workers’ compensation claims liabilities during the years ended June 30, 2011 and 2010 are as follows: 114 55 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 11 - DEFINED BENEFIT PENSION PLAN (a) Plan Description Substantially all City employees are eligible to participate in pension plans offered by California Public Employees Retirement System (CalPERS), an agent multiple employer defined benefit pension plan which acts as a common investment and administrative agent for its participating member employers. CalPERS provides retirement and disability benefits, annual cost of living adjustments and death benefits to plan members, who must be public employees and beneficiaries. The City’s employees participate in the Miscellaneous Employee Plan (Plan). Benefit provisions under the Plan are established by State statute and City resolution. Benefits are based on years of credited service and compensation. Audited annual financial statements are available from CalPERS at www.calpers.ca.gov. (b) Funding Policy The contribution requirements of plan members and the City are established and may be amended by CalPERS. The City is required to contribute at an actuarially determined rate. Based on the June 30, 2008 actuarial report, the Plan’s provisions and benefits in effect at June 30, 2011, are summarized as follows: The City covered 75% of the employees’ required payroll contributions for fiscal year 2011. The City uses the actuarially determined percentages of payroll to calculate and pay 100% of the required contributions to CalPERS. This results in no net pension obligations or unpaid contributions. (c) Annual Pension Cost The required contribution was determined as part of June 30, 2008 actuarial valuations using the entry age normal method. The actuarial assumptions included (a) 7.75% investment rate of return (net of administrative expenses), (b) projected annual salary increases ranging from 3.25% to 14.45% and (c) 3.25% per year cost-of-living adjustments. Both (a) and (b) included an inflation component of 3.0%. The actuarial value of CalPERS assets was determined using techniques that smooth the effects of short- term volatility in the market value of investments over a fifteen-year period. The excess of the total actuarial accrued liability over the actuarial value of plan assets is called the unfunded actuarial accrued liability. Funding requirements are determined by adding the normal cost and an amortization of the unfunded liability as a level percentage of assumed future payrolls. Initial unfunded liabilities are amortized over a closed period that depends on the plan’s date of entry into CalPERS. Subsequent plan amendments are amortized as a level percentage of pay over a closed 20-year period. Gains and losses that occur in the operation of the plan are amortized over a 30-year rolling period, which results in an amortization of about 6% of unamortized gains or losses each year. 115 56 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 11 - DEFINED BENEFIT PENSION PLAN (Continued) Recent Annual Pension Costs, which equal the Annual Required Contribution to CALPERS, were as follows: AnnualPercent of Pension CostAPC Fiscal Year(APC)Contributed 06/30/20091,835,521$ 100% 06/30/20101,841,350 100% 06/30/20112,088,898 100% (d) Funded Status and Funding Progress The CalPERS’ Board of Administration adopted updated actuarial assumptions to be used beginning with the June 30, 2009 valuation. Nearly all of the demographic assumptions have changed, including salary increase assumptions (3.55% to 14.45% depending on Age, Service, and type of employment) and rates for mortality, disability, termination and retirement. As of the June 30, 2009 actuarial valuation, the change in assumptions resulted in a $3.5 million increase in the unfunded actuarial accrued liability for the City to be amortized over a closed 20-year period. In June 2009, the CalPERS’ Board adopted changes to the asset smoothing method as well as changes to the Board policy on the amortization of gains and losses in order to phase in over a three year period the impact of the 24% investment loss experienced by CalPERS in fiscal year 2008-2009. The following changes were adopted: Increase the corridor limits for the actuarial value of assets from 80%-120% of market value to 60%-140% of market value on June 30, 2009. Reduce the corridor limits for the actuarial value of assets to 70%-130% of market value on June 30, 2010. Return to the 80%-120% of market value corridor limits for the actuarial value of assets on June 30, 2011 and thereafter. Isolate and amortize all gains and losses during fiscal year 2008-2009, 2009-2010, and 2010-2011 over fixed and declining 30-year periods (as opposed to the current rolling 30-year amortization). As of the June 30, 2009 actuarial valuation, the change in “special” investment assumptions resulted in a $2.7 million increase in the unfunded actuarial accrued liabilities for the City that will be amortized over fixed and declining 30 year periods. 116 57 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 11 - DEFINED BENEFIT PENSION PLAN (Continued) (e) Funded Status and Funding Progress (Continued) The other significant actuarial assumptions used to prepare the City’s June 30, 2009 actuarial valuation include the following: CalPERS’ latest available actuarial data and funding progress are set forth below at their actuarial valuation date as of June 30, 2009. Actuarial valuations of an on-going plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Amounts determined regarding the funded status of the plan and the annual required contribution of the City are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The schedule of funding progress, presented as required supplementary information following the notes to the financial statements, presents multi-year trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. 117 58 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 12 - OTHER POST EMPLOYMENT BENEFITS (OPEB) (a) Plan Description Permanent employees who retire under the City’s CalPERS retirement plan are, pursuant to their respective collective bargaining agreements, eligible to have their medical insurance premiums paid by the City. Retirees receive the amount necessary to pay the cost of his/her enrollment, including the enrollment of his/her family members, in a health benefit plan provided by CalPERS up to the maximum received by active employees in their respective bargaining unit. The City contracts with CalPERS for this insured-benefit plan established under the state Public Employees’ Medical and Hospital Care Act (PEMHCA). The plan offers employees and retirees three CalPERS’ self-funded options, setup as insurance risk pools, or offers various third-party insured health plans. The plan’s medical benefits and premium rates are established by CalPERS and the insurance providers. The City contribution is established by City resolution. Retirees and active employees pay the difference between the premium rate and the City’s contribution. Premiums and City contributions are based on the plan and coverage selected by actives and retirees, with the City’s potential contribution ranging from zero to $1,326 per month per employee or retiree. The responsibility for benefit payments has transferred to the insurers and the City does not guarantee the benefits in the event of default by the insurers. A comprehensive annual financial report of CalPERS, inclusive of their benefit plans, is available at www.calpers.ca.gov. The City participates in the Public Agency Retirement System (PARS) Public Agencies Post Retirement Health Care Plan Trust Program (PARS Trust), an agent-multiple employer irrevocable trust established to fund other postemployment benefits. The PARS Trust is approved by the Internal Revenue Code Section 115 and invests funds in equity, bond, and money market mutual funds. Copies of PARS Trust annual financial report may be obtained from PARS at 4350 Von Karman Avenue, Suite 100, Newport Beach, CA 92660. A separate report for the City’s portion of the PARS Trust is available at the City’s Finance Department. An employee is eligible for lifetime medical benefits under the OPEB Plan, along with his/her spouse or declared domestic partner at the time of retirement, if all criteria listed below are met: The employee was hired or the City Council member was elected prior to August 1, 2004, and the employee has five or more full-time years of service and the City Council member has five or more years of elected service with the City of Cupertino; or The employee was hired or the City Council member was elected on or after August 1, 2004, and the employee has ten or more full-time and/or elected years of CalPERS service, five years of which must be from the City of Cupertino; and The employee is eligible for retirement as defined under the CalPERS retirement system; and The employee retires from the City of Cupertino. In addition, the eligible employee’s dependent children at the time of retirement who are under 23 years old are eligible for medical benefits. In addition to extending the eligibility of dependents from age 23 to age 26 in accordance with the recent healthcare reform act, effective July 1, 2010, employees that retire or resign from service with the City of Cupertino and who are not eligible for retiree medical benefits can continue on the City’s medical and dental plans provided that they pay the premiums in full. 118 59 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 12 - OTHER POST EMPLOYMENT BENEFITS (OPEB) (Continued) (b) Funding Policy The contribution requirements to the OPEB Plan are established through budget adoption and may be amended by the City Council. The cost of the benefits provided by the OPEB Plan is currently being paid by the City on a fully pre-funded basis. The City has expressed intent to fully fund the annual required contribution (ARC) each year. Based on the actuarial valuation date of January 1, 2011, the annual required contribution rate is 14.20% of annual covered payroll. For the year ended June 30, 2011, the City contributed $2,000,000 to the PARS Trust and paid $688,723 in healthcare premium payments to fully pre-fund OPEB Plan. (c) Annual OPEB Cost Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of certain events far into the future. Examples include assumptions about future employment, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. The other significant actuarial assumptions used to prepare the City’s January 1, 2011 actuarial valuation include the following: 119 60 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 12 - OTHER POST EMPLOYMENT BENEFITS (OPEB) (Continued) (c) Annual OPEB Cost (Continued) In addition, PEMHCA is a community-rated plan, where the same premiums apply for all plan participants regardless of the presence or number of active employees. There is no implicit rate subsidy in the premiums for pre-Medicare retirees. The City’s annual OPEB cost and actual contributions to the OPEB Plan for the past three years are as follows: The City’s Net OPEB asset is recorded in the Retiree Medical Internal Service Fund and is calculated as of June 30, 2011 as follows: (d) Funded Status and Funding Progress The latest available actuarial data and funding progress are set forth below at their actuarial valuation date of January 1, 2011. 120 61 CITY OF CUPERTINO Notes to Basic Financial Statements For the Year Ended June 30, 2011 NOTE 12 - OTHER POST EMPLOYMENT BENEFITS (OPEB) (Continued) (d) Funded Status and Funding Progress (Continued) Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the employer and the plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with long-term perspective of the calculations. The schedule of funding progress, presented as required supplemental information following the notes to basic financial statements, presents multi-year trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liability for benefits. NOTE 13 – CONCENTRATION RISK The City has an economic dependency on revenues generated directly or indirectly from one major taxpayer. For the year ended June 30, 2011, more than 10% of the City General Fund’s total revenues are derived from one taxpayer. The City’s operations would be adversely impacted if there are any significant declines in revenues received from the taxpayer. NOTE 14 – SUBSEQUENT EVENTS (a) Land Held for Redevelopment On July 1, 2010, the City entered into a Disposition and Development Agreement (DDA) with a developer. In accordance with the DDA, the City will transfer the land held for redevelopment in the amount of $615,000 to the developer at no cost for the purpose of developing four single-family detached homes at an affordable price to very low income homebuyers. At September 13, 2011, the City transferred the property to the developer. (b) Credit Ratings Downgrade On August 5, 2011, Standard & Poor’s lowered its long-term credit rating on debt of the United States government from AAA to AA+. That action affected Standard & Poor’s view of United States public finance debt instruments that are directly or indirectly backed by the United States government. These credit downgrades impact the credit risk associated with the City’s investments in U.S. Treasury securities. 121 62 CITY OF CUPERTINO Required Supplementary Information (Unaudited) Schedules of Funding Progress For the Year Ended June 30, 2011 Schedule of Funding Progress – CalPERS Defined Benefit Retirement Miscellaneous Plan: ActuarialActuarialAccruedAccruedPercentage ValuationAssetLiability-Liability –FundedCoveredof Covered DateValueEntry AgeUAALRatioPayrollPayroll 6/30/200750,157,077$ 59,241,300$ 9,084,223$ 84.7%10,751,350$ 84.5% 6/30/200854,571,233 65,337,134 10,765,901 83.5%11,009,984 97.8% 6/30/200957,934,851 74,955,504 17,020,653 77.3%11,668,964 145.9% Schedule of Funding Progress –Defined Benefit Other Post Employment Benefits Plan: UnfundedUAAL ActuarialActuarialas ActuarialActuarialAccruedAccruedPercentage Asset ValuationLiability-Liability –FundedCoveredof Covered DateValueEntry AgeUAALRatioPayrollPayroll 1/1/2007-$ 21,981,544$ 21,981,544$ 0.0%11,118,000$ 197.7% 1/1/2009- 18,069,366 18,069,366 0.0%11,892,000 151.9% 1/1/20117,438,341 20,869,058 13,430,717 35.6%105.6% 12,724,000 122 63 This page left intentionally blank. 123 64 MAJOR GOVERNMENTAL FUNDS OTHER THAN THE GENERAL FUND AND SPECIAL REVENUE FUNDS This section is provided for the presentation of Budget-to-Actual Statements for the Public Facilities Corporation Debt Service Fund. Although the fund is considered to be a major government fund, GASB Statement 34 states that budget-to-actual information in the basic financial statements should be limited to the General Fund and major Special Revenue Funds. All other major governmental fund schedules with such information should be included as Supplementary Information. Public Facilities Corporation Debt Service Fund - Accounts for the accumulation of resources for and the payments of principal and interest on certificates of participation issued in 2002 to advance refund debt that was previously issued to finance the City Hall, Library, Wilson Park and Memorial Park projects. 124 65 CITY OF CUPERTINO Public Facilities Corporation Debt Service Fund Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual For the Year Ended June 30, 2011 Variance Positive BudgeActual(Negative) t Revenues: Use of money and propert$ -2,000$ (2,000)$ y Total revenues2,000 - (2,000) Expenditures: Debt service: Principal 1,500,000 1,500,000 - Interest and fiscal charges2,034,964 2,032,464 2,500 Total expenditures3,534,964 3,532,464 2,500 Excess (deficiency) of revenues over (under) expenditures(3,532,964) (3,532,464) 500 Other financing sources: Transfers i 3,533,0003,533,000 - n Change in fund balance36$ 536 500$ Fund balance, beginning of yea57,677 r Fund balance, end of yea$58,213 r 125 66 NONMAJOR GOVERNMENTAL FUNDS All funds not considered as major funds on the Fund Financial Statements are consolidated in one column entitled “Other Governmental Funds.” These nonmajor funds are identified and included in this supplementary section and includes all of the City’s Special Revenue Funds and one Capital Project Fund. The Special Revenue Funds are used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. Storm DrainImprovement - Accounts for the construction and maintenance of storm drain facilities including drainage and sanitary sewer facilities. Revenues were collected from developers as a result of connections to the storm drainage sewer system. Park Dedication - Accounts for the activity granted by the business and professions code of the State of California in accordance with the open space and conservation element of the City’s General Plan. Revenues of this fund are restricted for the acquisition, improvement, expansion and implementation of the City’s parks and recreation facilities. Environmental Management/Clean Creeks - Accounts for all activities related to operating the non-point source pollution program. Transportation - Accounts for the City's gas tax, sales tax and grant revenues and expenditures related to the maintenance and construction of City streets. All revenue in this fund is restricted exclusively for street and road purposes including related engineering and administrative expenditures. Housing Development - Accounts for the Federal Housing and Community Development Grant Program activities administered through the County. Monies collected from developers that mitigate the impact of housing needs are also included. Monies in this fund are governed by the program’s rules. Redevelopment Agency – Accounts for the Vallco project area and low and moderate income housing funds. Capital Projects Funds account for the financial resources committed to the acquisition or construction of major capital facilities. Don Burnett Bicycle-Pedestrian Bridge – Formerly known as the Mary Avenue Bicycle Footbridge. Accounts for the design and construction of a bicycle footbridge extension of Mary Avenue over Interstate 280. It includes gateways, paths, residential buffering elements, and landscaping. 126 67 CITY OF CUPERTINO onmajor Governmental Funds N Combining Balance Shee t June 30, 2011 Special Revenue Funds StormEnvironment Housing DrainPark Management/ TransportationDevelopmen t ImprovementDedicationClean Creeks Assets: Cash and investments 869,286$ 560,894$ 265,639$ 1,330,713$ 1,483,407$ Accounts receivable- - - 144,661 204,100 Intergovernmental receivable1,541 995 472 2,359 2,631 Loans receivable- - - - 775,834 Land held for housing development- - - - 615,000 Total assets870,827$ 561,889$ 266,111$ 1,477,733$ 3,080,972$ Liabilities and fund balances: Liabilities: Accounts payable and accruals-$ -$ 2,805$ 126,192$ 229,120$ Accrued payroll and benefits1,380 - 4,916 11,363 5,119 Deferred revenue- - - 56,651 129,602 Total liabilities1,380 - 7,721 194,206 363,841 Fund balances: Nonspendable- - - - 615,000 Restricted 561,889869,447 258,390 1,283,527 2,102,131 Assigned -- - - - Total fund balances869,447 561,889 258,390 1,283,527 2,717,131 Total liabilities and fund balances870,827$ 561,889$ 266,111$ 1,477,733$ 3,080,972$ 127 68 SpecialCapital Revenue FundsProjects Fund Don Burnett RedevelopmentBicycle- Total AgencyPedestrian Bridge $ 67,8941,191,827$ 5,769,660$ -- 348,761 -285 8,283 -- 775,834 -- 615,000 $ 67,8941,192,112$ 7,517,538$ $ 1,6925,607$ 365,416$ -5,996 28,774 -- 186,253 1,69211,603 580,443 -- 615,000 -1,180,509 6,255,893 66,202- 66,202 66,2021,180,509 6,937,095 $ 67,8941,192,112$ 7,517,538$ 128 69 CITY OF CUPERTINO onmajor Governmental Funds N Combining Statement of Revenues, Expenditures and Changes in Fund Balance s For the Year Ended June 30, 2011 Special Revenue Funds StormEnvironment Housing DrainPark Management / TransportationDevelopmen ImprovemenDedicationClean Creeks t t Revenues: Taxes20,101$ 110,250$ -$ -$ 23,939$ Use of money and propert 4,0306,350 738 11,017 28,892 y Intergovernmenta -- - 1,427,463 638,134 l Charges for services- 2,860 363,747 - - Othe -- - - 15,000 r Total revenues26,451 117,140 364,485 1,438,480 705,965 Expenditures: Current: Community developmen -- - - 905,918 t Public works82,142 - 394,680 605,858 - Capital outla -35,087 - 2,258,515 - y Total expenditures117,229 - 394,680 2,864,373 905,918 Excess (deficiency) of revenues over (under) expenditures(90,778) 117,140 (30,195) (1,425,893) (199,953) Other financing sources: Transfers in- - 135,000 750,000 - Change in fund balances(90,778) 117,140 104,805 (675,893) (199,953) Fund balances, beginning of yea 444,749960,225 153,585 1,959,420 2,917,084 r Fund balances, end of yea 561,889869,447 258,390 1,283,527 2,717,131 r$$$$$ 129 70 SpecialCapital Revenue FundsProjects Fund Don Burnett RedevelopmenBicycle- t Total AgencPedestrian Bridge y $ -1,251,777$ 1,406,067$ -13,025 64,052 -- 2,065,597 -- 366,607 -- 15,000 -1,264,802 3,917,323 -1,549,980 2,455,898 17- 1,082,697 53,625- 2,347,227 53,6421,549,980 5,885,822 (53,642)(285,178) (1,968,499) -- 885,000 (53,642)(285,178) (1,083,499) 119,8441,465,687 8,020,594 66,2021,180,509 6,937,095 $$$ 130 71 CITY OF CUPERTINO onmajor Governmental Funds - Special Revenue Funds N Statements of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2011 Storm Drain ImprovementPark Dedication VarianceVariance PositivePositive BudgetActual(Negative)BudgetActual(Negative) Revenues: Taxes50,000$ 20,101$ (29,899)$ 1,500,000$110,250$ (1,389,750)$ Use of money and propert 6,35034,000 (27,650) 20,000 4,030 (15,970) y Intergovernmental- - - - - - Charges for services- - - - 2,860 2,860 Othe -- - - - - r Total revenues84,000 26,451 (57,549) 1,520,000 117,140 (1,402,860) Expenditures: Current: Community development- - - - - - Public works82,424 82,142 282 - - - Capital outla 35,087982,701 947,614 - - - y Total expenditures1,065,125 117,229 947,896 - - - Excess (deficiency) of revenues over (under) expenditures(981,125) (90,778) 890,347 1,520,000 117,140 (1,402,860) Other financing sources (uses): Transfers in- - - - - - Transfers out- - - - - - Total other financing sources (uses)- - - - - - Change in fund balances(981,125)$ (90,778) 890,347$ 1,520,000$117,140 (1,402,860)$ Fund balances, beginning of yea 444,749960,225 r Fund balances, end of yea$ 561,889869,447$ r 131 72 Environmental Management / Clean CreeksTransportationHousing Development VarianceVarianceVariance PositivePositivePositive BudgetActual(Negative)BudgetActual(Negative)BudgetActual(Negative) $ --$ -$ -$ -$ -$ 70,000$ 23,939$ (46,061)$ 7382,000 (1,262) 30,000 11,017 (18,983) 120,000 28,892 (91,108) -- - 2,280,000 1,427,463 (852,537) 724,640 638,134 (86,506) 363,747365,000 (1,253) - - - - - - -- - - - - - 15,000 15,000 364,485367,000 (2,515) 2,310,000 1,438,480 (871,520) 914,640 705,965 (208,675) -- - - - - 1,463,281905,918 557,363 394,680529,115 134,435 726,808 605,858 120,950 - - - -- - 3,696,004 2,258,515 1,437,489 - - - 394,680529,115 134,435 4,422,812 2,864,373 1,558,439 1,463,281905,918 557,363 (30,195)(162,115) 131,920 (2,112,812) (1,425,893)686,919 (548,641) (199,953) 348,688 135,000135,000 - 750,000 750,000 - - - - -- - - - - - - - 135,000135,000 - 750,000 750,000 - - - - $ 104,805(27,115) 131,920$ (1,362,812)$ (675,893) 686,919$ (548,641)$ (199,953) 348,688$ 1,959,420153,585 2,917,084 $ 1,283,527258,390$2,717,131$ (Continued) 132 73 CITY OF CUPERTINO onmajor Governmental Funds - Special Revenue Funds N Statements of Revenues, Expenditrues and Changes in Fund Balances - Budget and Actual For the Year Ended June 30, 2011 Redevelopment Agenc y Variance Positive BudgetActual(Negative) Revenues: Taxes1,256,000$ 1,251,777$ (4,223)$ Use of money and propert 13,02530,000 (16,975) y Intergovernmental- - - Charges for services- - - Othe -- - r Total revenues1,286,000 1,264,802 (21,198) Expenditures: Current: Community development2,249,849 1,549,980 699,869 Public works- - - Capital outla -- - y Total expenditures2,249,849 1,549,980 699,869 Excess (deficiency) of revenues over (under) expenditures(963,849) (285,178) 678,671 Other financing sources (uses): Transfers in- - - Transfers out- - - Total other financing sources (uses)- - - Change in fund balances(963,849)$ (285,178) 678,671$ Fund balances, beginning of yea1,465,687 r Fund balances, end of yea$ 1,180,509 r 133 74 INTERNAL SERVICE FUNDS The Internal Service Funds are used to account for the financing of goods or services provided by one department to other departments of the City on a cost reimbursement basis. The concept of major funds does not extend to internal service funds because they do not do business with outside parties. For the Statement of Activities, the net revenues and expenses of each internal service fund are eliminated by netting them against the operations of the City departments that generated them. The remaining balance sheet items are consolidated with these same funds in the Statement of Net Assets. However, internal service funds are still presented separately in the Fund Financial Statements. Information Technology - Accounts for the activities related to the maintenance and replacement of the City’s technology infrastructure. Workers’ Compensation - Accounts for the activities in support of the self-insured workers’ compensation program. Equipment- Accounts for the activities related to the maintenance and replacement of the City's vehicle fleet. Compensated Absences and Long-Term Disability - Accounts for the activities related to the City’s program for compensated absences payouts and long-term disability. Retiree Medical - Contains funds set aside for other post employment retirement benefits. 134 75 CITY OF CUPERTINO Internal Service Funds Combining Statement of Net Asset s June 30, 2011 Compensate d Absences an d Information Workers'Long-Term Retiree TechnologyCompensatioEquipmenDisabilitMedicalTotal nty Assets: Current assets: Cash and investments 2,675,622$ 1,941,121$ 1,694,075$ 198,748$ 840,308$ 7,349,874$ Accounts receivable- 9,000 - - - 9,000 Interest receivable4,744 3,418 3,004 352 1,489 13,007 Prepaid items17,948 - - - - 17,948 Total current assets2,698,314 1,953,539 1,697,079 199,100 841,797 7,389,829 oncurrent assets: N Advances to other funds- - 504,497 - - 504,497 et OPEB assets- - - - 4,565,406 4,565,406 N Capital assets: Depreciable, net of accumulated depreciation297,357 - 635,330 - - 932,687 Total noncurrent assets297,357 - 1,139,827 - 4,565,406 6,002,590 Total assets2,995,671 1,953,539 2,836,906 199,100 5,407,203 13,392,419 Liabilities: Current liabilities: Accounts payable and accruals17,893 - 5,505 - - 23,398 Accrued payroll and benefits16,888 769 9,729 - - 27,386 Compensated absences- - - 34,927 - 34,927 Claims payable- 388,594 - - - 388,594 Total current liabilities34,781 389,363 15,234 34,927 - 474,305 oncurrent liabilities: N Compensated absences, net of current portion37,966 - 12,007 - - 49,973 Claims payable, net of currrent portion- 1,263,359 - - - 1,263,359 Total liabilities72,747 1,652,722 27,241 34,927 - 1,787,637 et assets: N Invested in capital assets297,357 - 635,330 - - 932,687 Unrestricted2,625,567 300,817 2,174,335 164,173 5,407,203 10,672,095 Total net assets2,922,924$ 300,817$ 2,809,665$ 164,173$ 5,407,203$ 11,604,782$ 135 76 CITY OF CUPERTINO Internal Service Funds Combining Statement of Revenues, Expenses and Changes in Fund Net Assets For the Year Ended June 30, 2011 Compensate d Absences and Information Workers'Long-Term Retiree TechnologCompensatioEquipmenDisabilityMedicalTotal ynt Operating reveneus: Charges for service$ 412,5471,268,800$ 1,091,000$ 67,854$ -$ 2,840,201$ s Operating expenses: Salaries and related expenses504,206 23,554 368,328 122,806 1,870,000 2,888,894 Materials and supplies126,958 - 260,365 - - 387,323 Contractual services295,848 2,250 144,514 - 10,000 452,612 Insurance claims and premiu 294,890- - 72,139 - 367,029 m Depreciatio -235,267 186,396 - - 421,663 n Total operating expenses1,162,279 320,694 959,603 194,945 1,880,000 4,517,521 Operating income (loss)106,521 91,853 131,397 (127,091) (1,880,000) (1,677,320) onoperating revenues: N Investment incom 13,44417,666 12,331 1,246 11,697 56,384 e Income (loss) before transfer 105,297124,187 143,728 (125,845) (1,868,303) (1,620,936) s Transfers i -474,283 - 225,000 1,500,000 2,199,283 n Change in net assets598,470 105,297 143,728 99,155 (368,303) 578,347 et assets, beginning of yea 195,5202,324,454 2,665,937 65,018 5,775,506 11,026,435 Nr et assets, end of yea$ 300,8172,922,924$ 2,809,665$ 164,173$ 5,407,203$ 11,604,782$ Nr 136 77 CITY OF CUPERTINO Internal Service Funds Combinin Statement of Cash Flows g For the Year Ended June 30, 2011 Comensate pd Absences an d Information Workers'Lon-TerRetiree gm TechnoloComensationEuimentDisabilitMedicalTotal gypqpy Cash flows from oeratin activities: pg Cash received from customer$ 403,5471,268,800$ 1,091,000$67,854$ -$ 2,831,201$ s Cashaments to suliers for oods and services428,7782,250 -428,047 10,000869,075 pyppg()()()()() Cashaments for emloee495,63323,436366,691104,563 2,688,7233,679,046 pypys()()()()()() Cashaments for udment and claim- -278,895 -72,139351,034 pyjgs()()() Cash flows rovided bused in py() oeratin activities344,389 98,966 296,262108,848 2,698,7232,067,954 pg()()() Cash flows from noncaital financin activities: pg Transfers i -474,283 - 225,000 1,500,000 2,199,283 n Cash flows rovided b noncaital pyp financin activities474,283 - - 225,000 1,500,000 2,199,283 g Cash flows from caital and related financin activities: pg Acuisition of caital assets -161,969 -187,450 -349,419 qp()()() Cash flows from investin activities: g Interest receive 10,02612,922 9,327 894 10,208 43,377 d Net chane in cash and cash euivalents669,625 108,992 118,139 117,046 1,188,515174,713 gq()() Cash and cash euivalents, beinnin of ear2,005,997 1,832,129 1,575,936 81,702 2,028,823 7,524,587 qggy $ 2,675,622 $ 1,941,121 $ 1,694,075 $ 198,748 $ 840,308 $ 7,349,874 Cash and cash equivalents, end of year Reconciliation of oeratin income loss to net cash pg() flowsrovided bused in oeratin activities: py()pg Oeratin income loss$ 91,853106,521$ 131,397$$127,091$1,880,000$1,677,320 pg()()()() Adustments to reconcile oeratin income loss jpg() to net cash rovided bused in oeratin activities: py()pg Dereciation235,267 - 186,396 - - 421,663 p Chane in assets and liabilities: g Accounts receivable- -9,000 - -9,000 ()() Preaid items1,149 - - - - 1,149 p Net OPEB assets- - - - 818,723818,723 ()() Accountsaable and accruals7,1212,015 -23,168 -32,304 py()()()() Accruedaroll and benefits2,644 118 482 - - 3,244 py Comensated absences5,929 - 1,155 18,243 - 25,327 p Claimsaabl 18,010- - - - 18,010 pye Cash flows rovided bused in py() operating activities344,389$ 98,966$ 296,262$ (108,848)$ (2,698,723)$ (2,067,954)$ 137 78 AGENCY FUNDS All Agency Funds, representing all fiduciary funds of the City, are custodial in nature and do not involve measurement of results of operations. Such funds have no equity since any assets are due to individuals or other entities at some future time. These funds are presented separately from the Governmental and Proprietary Fund Financial Statements. Special district assessments held by the City, acting as an agent for bond debt service payments, comprise City Agency funds. The City is not liable for the debt payments. 138 79 CITY OF CUPERTINO Special Assessment District Agency Fun d Statement of Changes in Assets and Liabilitie s For the Year Ended June 30, 2011 BalanceBalance July 1, 2010AdditionsDeletionsJune 30, 2011 Assets: Cash and investment$ -118,241$ (36,838)$ 81,403$ s Liabilities: Deposits118,241$ -$ (36,838)$ 81,403$ 139 80 STATISTICAL SECTION 140 NOTES 141 STATISTICAL SECTION This part of the City’s Comprehensive Annual Financial Report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the City’s overall financial health. In contrast to the financial section, the statistical section information is not subject to independent audit. Financial Trends These schedules contain trend information to help the reader understand how the City’s financial performance and well being have changed over time: 1.Net Assets by Component 2.Changes in Net Assets 3.Fund Balances of Governmental Funds 4.Changes in Fund Balance of Governmental Funds Revenue Capacity These schedules contain information to help the reader assess the City’s most significant own-source revenues, property tax: 1.Assessed and Estimated Actual Value of Taxable Property 2.Property Tax Rates – All Overlapping Governments 3.Principal Property Taxpayers 4.Property Tax Levies and Collections Debt Capacity These schedules present information to help the reader assess the affordability of the City’s current levels of outstanding debt and the City’s ability to issue additional debt in the future: 1.Ratio of Outstanding Debt by Type 2.Direct and Overlapping Bonded Debt 3.Legal Debt Margin Information 4.Ratio of General Bonded Debt Outstanding Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment within which the City’s financial activities take place: 1.Demographic and Economic Statistics 2.Principal Employers Operating Information These schedules contain service and infrastructure data to help the reader understand how the information in the City’s financial report relates to the services the City provides and the activities it performs: 1.Full-Time Equivalent City Employees by Function/Programs 2.Operating Indicators by Function/Program 3.Capital Asset Statistics by Function/Program Sources Unless otherwise noted, the information in these schedules is derived from the Comprehensive Annual Financial Reports for the relevant year. The City implemented GASB Statement 34 in 2002-03; schedules presenting government-wide information include information beginning in that year. 142 81 This page intentionally left blank. 143 82 CITY OF CUPERTINO Direct and Overlapping Bonded Debt June 30, 2011 (Unaudited) 2010-11 Assessed Valuation $13,495,632,397 Less: Redevelopment Incremental Valuation (119,068,401) Adjusted Assessed Valuation $13,376,563,996 Total Debt%City’s Share of Overlapping Tax and Assessment Debt: 6/30/2011Applicable (1)Debt 6/30/11 Santa Clara County334,900,000$ 5.042%16,885,658$ Santa Clara Valley Water District, Zone W-1405,000 5.272%21,352 Foothill-DeAnza Community College District650,224,288 13.812%89,808,979 West Valley Community College District213,049,346 0.644%1,372,038 Santa Clara Unified School District252,260,000 2.060%5,196,556 Fremont Union High School District265,975,108 29.730%79,074,400 Cupertino Union School District122,899,991 48.968%60,181,668 El Camino Hospital District143,805,000 1.392%2,001,766 Santa Clara Valley Water District Benefit Assessment143,160,000 5.042%7,218,127 Total Overlapping Tax and Assessment Debt2,126,678,733 261,760,544 Ratios to 2010-11 Assessed Valuation: Total Overlapping Tax and Assessment Debt1.94% Direct and Overlapping General Fund Debt Overlapping Debt: Santa Clara County General Fund Obligations786,980,000 5.042%39,679,532 Santa Clara County Pension Obligations386,024,822 5.042%19,463,372 Santa Clara County Board of Education COP12,580,000 5.042%634,284 Foothill-De Anza Community College District COP21,215,000 13.812%2,930,216 West Valley-Mission Community College District General Fund Obligations56,120,000 0.644%361,413 Santa Clara Unified School District COP12,980,000 2.060%267,388 Santa Clara County Vector Control District COP3,800,000 5.042%191,596 Midpeninsula Regional Open Space Park District COP131,003,031 7.743%10,143,565 Subtotal Overlapping General Fund Debt1,410,702,853 73,671,366 City of Cupertino Certificates of Participation Direct Debt: 100.000%44,010,00044,010,000 Total Direct and Overlapping General Fund Debt1,454,712,853 117,681,366 (2) Combined Total Debt3,581,391,586$ 379,441,910$ Ratios to Adjusted Assessed Valuation: Total Direct Debt ($44,010,000)0.33% Combined Total Debt2.84% State School Building Aid Repayable as of 6/30/11: $- Percentage of overlapping agency's assessed valuation located within boundaries of the city. (1) Excludes tax and revenue anticipation notes, enterprise revenue, mortgage revenue and tax allocation bonds and (2) non-bonded capital lease obligations. Source: California Municipal Services 154 93 COMMUNITY PROFILE 162 NOTES 163 Cupertino owes its name and earliest mention in recorded history to the 1776 expedition led by the Spaniard, Don Juan Bautista de Anza, from Sonora, Mexico to the Port of San Francisco to found the presidio of St. Francis. Leaving the majority of the party of men, women, and children in Monterey to rest from their travels, deAnza, his diarist and cartographer, Petrus Font, and 18 other men pressed on through the Santa Clara Valley in late March to their San Francisco destination. With the expedition encamped in what is now Cupertino, Font christened the creek next to the encampment the Arroyo San Joseph Cupertino in honor of his patron, San Guiseppe (San Joseph) of Cupertino, Italy. The arroyo is now known as Stevens Creek. The village of Cupertino sprang up at the crossroads of Saratoga-Sunnyvale Road (now DeAnza Boulevard) and Stevens Creek Boulevard. It was first known as West Side; but by 1898 the post office at the Crossroads needed a new name to distinguish it from other similarly named towns. John T. Doyle, a San Francisco lawyer and historian, had given the name Cupertino to his winery in recognition of the name bestowed on the nearby creek by Petrus Font. In 1904 the name was applied to the Crossroads and to the post office when the Home Union Store incorporated under the name, The Cupertino Stores, Inc. Many of Cupertino’s pioneer European settlers planted their land in grapes. Vineyards and wineries proliferated on Montebello Ridge, on the lower foothills, and on the flat lands below. After 1906 a lot more than grape growing was going on in Cupertino. Orchards were thriving and new businesses were being started. In the late 1940’s Cupertino was swept up in Santa Clara Valley’s postwar population explosion. Concerned by unplanned development, higher taxes, and piecemeal annexation to adjacent cities, Cupertino’s community leaders began a drive in 1954 for incorporation. Cupertino rancher Norman Nathanson, the Cupertino – Monta Vista Improvement Association, and the Fact Finding Committee played important roles in this movement. th Incorporation was approved in the September 27, 1955 election. Cupertino officially became Santa Clara County’s 13 City on October 10, 1955. A major milestone in Cupertino’s development was the creation by some of the city’s largest landowners of Vallco Business and Industrial Park in the early 1960’s. Of the 25 property owners, 17 decided to pool their land to form Vallco Park, six sold to Varian Associates, a thriving young electronics firm, founded by Russell Varian, and two opted for transplanting to farms elsewhere. The name Vallco was derived from the names of the principal developers: Varian Associates and the Leonard, Lester, Craft, and Orlando families. 164 101 Cupertino, with a population of 58,302 and city limits stretching across 13 square miles, is considered to be one of the San Francisco Bay Area’s most prestigious cities in which to live and work. Economic health is an essential component to maintaining a balanced city, which provides high-level opportunities, and services that create and help sustain a sense of community and quality of life. Public and private interests must be mutual so that our success as a partnership is a direct reflection of our success as a community. The cornerstone of this partnership is a cooperative and responsive government that fosters business and residential prosperity and strengthens working relationships among all sectors of the community. Our economic development strategies are tailored to address the specific needs of Cupertino. Because this is a mature, and 90% built-out city, the focus is on business retention and revitalization. Business recruitment is site specific and targeted to industries that enhance, rather than draw from, our existing business base. Cupertino is home to many well-known high-tech companies, and offers a dynamic and exciting business climate. Apple Inc., Verigy, Durect Corporation, and Seagate are headquartered in the city. DeAnza College, one of the largest single- campus community colleges in the country, is another major employer. The City’s proactive economic development efforts have resulted in a number of innovative, mutually beneficial partnerships with local companies. The City strives to retain and attract local companies through active outreach and an entitlement process that is responsive and customer oriented. The Vallco shopping center includes Macy’s, JCPenney, and Sears as anchors and features many exciting entertainment and eating venues. Shoppers can enjoy the latest shows at the AMC 16-screen theater, skating at the mall’s full-size ice rink, and bowling at the chic and upscale Bowl Mor Lanes. They can begin or top off the evening with fine dining at the critically-acclaimed Alexander’s Steakhouse or enjoy more casual cuisine at TGI Friday’s, Benihana’s, Dynasty Seafood Restaurant, Fresh Choice, and the international food court. The city features many other stores and over 160 restaurants to serve the local workforce and residents. Four hotels occupy the city: Hilton Garden Inn, Marriott Courtyard, Cupertino Inn and the Cypress Hotel, operated by the Kimpton Group. A fifth hotel with 123 rooms is ready to break ground on DeAnza Boulevard. The City of Cupertino has a history of providing high-level municipal services to complement the sense of community and quality of life enjoyed by our constituents. The City will continue to enhance and promote a strong local economy to provide municipal services that make Cupertino a place that people are proud to call home. 165 102 The City of Cupertino operates as a general law city with a City Council-City Manager form of government. Five council members serve four year, overlapping terms, with elections held every two years. The council meets twice a month on the first and third Tuesday at 6:45 p.m. in the Community Hall. The City has 163 authorized full-time benefited employee positions. City departments include Administration (City Council, commissions, city manager, city attorney); Administrative Services (finance, human resources, information technology, city clerk, neighborhood watch, emergency preparedness, code enforcement); Community Development (planning, building, and economic development); Parks and Recreation; Public Works (engineering, maintenance, transportation, solid waste, and storm drain management); and Public and Environmental Affairs. Police service is provided by the Santa Clara County Sheriff’s Department, and fire service is provided through the Santa Clara County Fire District. Assisting the City Council are several citizen advisory commissions/committees which include housing, telecommunications, fine arts, library, planning, audit, parks and recreation, bicycle and pedestrian, teen, economic development, strategic planning, and public safety. Members of the volunteer boards are appointed by the City Council and vacancies are announced so that interested residents may apply for the positions. Residents are kept informed about city services and programs through the Cupertino Scene, a monthly newsletter; The City Channel, Cupertino’s government access cable TV channel; and the city’s website. HousingTax Rates and Government Services The average sales price of an existing single-family home is Residential, commercial, and industrial property is $1,000,324 as of 2011. appraised at full market value, as it existed on March 1, 1975, with increases limited to a maximum of 2% annually. Community Health Care Facilities Property created or sold since March 1, 1975 will bear full Cupertino is served by the Cupertino Medical Clinic, cash value as of the time created or sold, plus the 2% NovaCare Occupational Health Services. Nearby hospitals annual increase. The basic tax rate is $1.00 per $100 full include Kaiser Permanente Medical Center in Santa Clara, cash value plus any tax levied to cover bonded El Camino Hospital in Mountain View, O’Connor Hospital indebtedness for county, city, school, or other taxing in San Jose, Community Hospital of Los Gatos, Stanford agencies. Assessed valuations and tax rates are published Hospital in Palo Alto, and the Saratoga Walk-in Clinic in annually after July 1. Saratoga. Retail Sales Tax: Santa Clara County: 1.25%; City: 1%; Utilities State General Fund: 5%; State Local Public Safety Fund: Gas & Electric – Pacific Gas and Electric, 800-743-5000. 0.50%; State Local Revenue Fund: 0.25%; County Phone – AT&T, residential service, 800-894-2355; Transportation Fund: 0.25%. Total: 8.25%. business service, 800-750-2355. Cable – Comcast, 800- 945-2288. Assessed Valuation: (Secured and Unsecured) Solid Waste & Recycling – Recology, 408-725-0420. Cupertino: $13,747,541,573 (7/1/11) Water – San Jose Water Company, 408-279-7900 and County: $299,096,733,565 (7/1/11) California Water, 650-917-0152. Transportation Sewer Service – Cupertino Sanitary District, 408-253-7071 Rail – CalTrain service to Gilroy and San Francisco, with local station four miles north of city; Amtrak station is 10 miles south. Air –Mineta San Jose International Airport 11 miles south; San Francisco International Airport 30 miles north. Bus – Santa Clara Valley Transportation Authority. Highways – Interstate Route 280, State Route 85. 166 103 Facts and Figures Population in City Limits 58,302 Median Household Income $131,517 Median Age 39 Sales Tax Rate 8.25% Registered Voters 26,658 Democrats 10,023 Republicans 5,829 American Independent 366 Other 320 Decline to State 10,120 Top 40 Sales Tax Producers First Quarter 2011 (In Alphabetical Order) ArcSight Hewlett-Packard Sears Alexander’s Steakhouse Insight Direct Shane Diamond Jewelers Aeroflex High Speed JC Penney Shell Service Station Apple Inc. Joy Luck Place Staples Argonaut Window & Door Macy’s Symantec Benihana of Tokyo Marina Foods Target BJ’s Bar & Grill Michael’s Arts & Crafts TJ Maxx California Dental Arts Mirapath TGI Friday’s Chevron Service Stations Outback Steakhouse Union 76 Service Station CVS Pharmacy Ricoh Valero Service Station DeAnza College Campus Center Rohde & Schwarz Verigy Dynasty Restaurant Rotten Robbie Service Station Verizon Wireless Elephant Bar Ranch 99 Market Whole Foods Scandinavian Designs Demographic Information Asian 63.3% White, non-Hispanic 31.3% Hispanic or Latino 3.6% Black or African American 0.6% American Indian/Alaska Native 0.2% Native Hawaiian/Other Pacific 0.1% Islander Other.6% 167 104 Blackberry Farm Blackberry Farm has been upgraded and restored to improve the natural habitat for native trees, animals, and fish. Improvements to the park include construction of a new ticket kiosk, re-plastered pools, a new water slide, bocce ball, horseshoe courts, and numerous upgrades to the west bank picnic area. The park is located at 21979 San Fernando Avenue. Telephone: 408-777-3140. The Blackberry Farm golf course is located at 22100 Stevens Creek Boulevard. Telephone: 408-253-9200. The Quinlan Community Center Civic Center and Library The City of Cupertino’s Quinlan Community Center is a The complex has a 6,000 square foot Community Hall, 27,000 square foot facility that provides a variety of plaza with fountain, trees and seating areas. City Council recreational opportunities. meetings are held in the Community Hall as well as Planning Commission and Parks and Recreation Most prominent is the Cupertino Room - a multi- Commission sessions. purpose room that can accommodate 300 people in a banquet format. Telephone: 408-777-3120. The 54,000 square foot library continues to be one of the busiest in the Santa Clara County Library system. For Cupertino Sports Center more information call 408-446-1677. The Sports Center is a great place to meet friends. The McClellan Ranch Park facility features 17 tennis courts, complete locker room facilities, and a fully equipped fitness center featuring A horse ranch during the 1930’and 40’s, this 18-acre park free weights, Cybex, and cardio equipment. A teen has the appearance of a working ranch. Preserved on the center is also included as well as a child watch center. property are the original ranch house, milk barn, livestock The center is located at the corner of Stevens Creek barn, and two historic buildings: Baer’s Blacksmith Shop, Boulevard and Stelling Road. Telephone: 408-777-originally located at DeAnza and Stevens Creek, and the 3160. old water tower from the Parish Ranch, now the site of Memorial Park. Rolling Hills 4-H Club members raise Cupertino Senior Center rabbits, chickens, sheep, swine, and cattle and a Junior Nature Museum, which features small live animal exhibits The Senior Center provides a welcome and friendly and dispenses information about bird, animal, and plant environment for adults over age 50. There is a full species of the area. McClellan Ranch is located at 22221 calendar of opportunities for learning, volunteering, and McClellan Road. Telephone: 408-777-3120. enjoying life. There are exercise classes, a computer lab and classes, language instruction including English as a second language, and cultural and special interest classes. The center also coordinates trips and socials. The Senior Center is located at 21251 Stevens Creek Boulevard and is open Monday through Friday 8 a.m. to 5 p.m. Telephone: 408-777-3150. 168 105 Winner of numerous state and national awards for excellence, our city’s schools are widely acknowledged to be models of quality instruction. Cupertino Union School District serves 18,000 students in a 26 square mile area that includes Cupertino and portions of five other cities. The district has 20 elementary schools and five middle schools, including several choice programs. Eighteen schools have received state and/or national awards for educational excellence. Student achievement is exceptionally high. Historically, district test scores place Cupertino among the premier public school districts in California. The district is a leader in the development of a standards-based system of education and is nationally recognized for leadership in the use of technology as an effective tool for learning. Quality teaching and parent involvement are the keys to the district’s success. The Fremont Union High School District serves 10,000 students in a 42 square mile area covering all of Cupertino, most of Sunnyvale and portions of San Jose, Los Altos, Saratoga, and Santa Clara. The five high schools of the district have garnered many awards and recognition based on both the achievement of students and the programs designed to support student achievement. Four of five high schools in the district exceeded their state established achievement targets for the 2009 Academic Performance Index. District students are encouraged to volunteer and/or provide service to organizations within the community. During their senior year, if students complete 80 hours of service to a non-profit community organization, they are recognized with a “Community Service Award” medal that may be worn during their graduation ceremonies. Building on its tradition of excellence and innovation, DeAnza Cupertino is served by two local College challenges students of every background to develop their institutions of higher education: intellect, character and abilities; to achieve their educational goals; DeAnza College and the University and to serve their community in a diverse and changing world. of San Francisco. In addition to DeAnza College offers a wide range of quality programs and these schools, Cupertino’s location services to meet the work force development needs of our region. offers easy access to Stanford The college prepares current and future employees of Silicon University, Santa Clara University Valley in traditional classroom settings and through customized training arranged by employers. Several DeAnza programs and San Jose State University . encourage economic development through college credit courses, short-term programs, services for manufacturers, technical assistance, and/or recruitment and retention services. 169 106 Euphrat Museum of Art The highly regarded Euphrat Museum of Art, at its new location next to the new Visual Arts and Performance Center at DeAnza College, traditionally presents one-of-a-kind exhibitions, publications and events reflecting the rich diverse heritage of our area. The Museum prides itself on its changing exhibitions of national and international stature, emphasizing Bay Area artists. Museum hours are 10 a.m. – 4 p.m. Monday through Thursday. Telephone: 408-864- 8836. Fujitsu Planetarium Stargazers will have a Cupertino facility catering to their interests, the Fujitsu Planetarium on the DeAnza College campus. It will host a variety of planetarium shows and events, including educational programs for school groups and family astronomy evenings when it reopens for Saturday evening shows on September 25, 2010. For more information, visit the website at www.deanza.edu/planetarium or call 408-864-8814. Flint Center The cultural life of the Peninsula and South Bay is enhanced by programs presented at the Flint Center for Performing Arts located at 21250 Stevens Creek Boulevard at DeAnza College campus. The center opened in 1971 and was named in honor of Calvin C. Flint, the first chancellor of the Foothill-DeAnza Community College District. The box office is open 10 a.m. – 4 p.m. Tuesday through Friday and one and one half hours prior to any performance. Box office: 408-864- 8816; administrative office: 408-864-8820. Cupertino Historical Society On May 2, 1966, the Cupertino Historical Society was founded as a non-profit organization by a group of 177 longtime residents concerned about the rapid growth in the area and its impact on the quickly vanishing Cupertino heritage. On March 30, 1990, the Society opened the Cupertino Historical Museum dedicated to the preservation and exhibition of the city’s history. Through its exhibits the museum attempts to develop and expand the learning opportunities that it offers to the ethnically diverse community of the City of Cupertino. The Society continues to build partnerships with the local school districts to ensure that the history of Cupertino is offered as part of the educational curriculum. The Society is located at the Quinlan Community Center, 10185 N. Stelling Road. Telephone: 408-973-1495. Farmers’ Market Residents and visitors can visit the farmers’ market every Friday from 9:00 a.m. to 1:00 p.m. at the Vallco Shopping Center parking lot next to Sears. California History Center The California History Center and Foundation is located on the DeAnza College campus. The center has published 37 volumes on California history and has a changing exhibit program. The center’s Stocklmeir Library Archives boasts a large collection of books, a pamphlet file, oral history tapes, videotapes and a couple thousand student research papers. The library’s collection is for reference only. Heritage events focusing on California’s cultural or natural history are offered by the center each quarter. For more information, call 408-864-8987. The center is open September through June 9:30 a.m. to noon and 1:00 p.m. to 4:00 p.m. Tuesday through Thursday. 170 107 NOTES 171 108 CITY OF CUPERTINO REDEVELOPMENT AGENCY Independent Auditor’s Reports, Management’s Discussion and Analysis, and Basic Financial Statements For The Fiscal Year Ended June 30, 2011 172 CITY OF CUPETINO REDEVELOPMENT AGENCY For The Fiscal Year Ended June 30, 2011 Table of Contents Page Independent Auditor’s Report ................................................................................................................... 1 Management’s Discussion and Analysis (Unaudited) .............................................................................. 3 Basic Financial Statements: Statement of Net Assets and Governmental Funds Balance Sheet ....................................................... 7 Statement of Activities and Governmental Funds Statement of Revenues, Expenditures and Changes in Fund Balances ................................................................... 8 Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual: Vallco Redevelopment Special Revenue Fund ............................................................................. 9 Low and Moderate Income Housing Special Revenue Fund ..................................................... 10 Notes to the Basic Financial Statements ............................................................................................. 11 Independent Auditor’s Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards ...................... 19 Independent Auditor’s Report on Compliance of California Redevelopment Agencies and on Internal Control over Compliance .............................................. 21 Schedule of Findings and Recommendations ........................................................................................ 23 173 Members of the Governing Board of The City of Cupertino Redevelopment Agency Cupertino, California Independent Auditor’s Report We have audited the accompanying financial statements of the governmental activities and each major fund of the City of Cupertino Redevelopment Agency (the Agency), a component unit of the City of Cupertino (the City), California, as of and for the year ended June 30, 2011, which collectively comprise the Agency’s basic financial statements as listed in the table of contents. These financial statements are the responsibility of the Agency’s management. Our responsibility is to express an opinion on these financial statements based on our audit. We conducted our audit in accordance with the auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free of material misstatement. An audit includes consideration of internal control over financial reporting as a basis for designing audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control over financial reporting related to the Agency. Accordingly, we express no such opinion. An audit also includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements, assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinion. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities and each major fund of the Agency as of June 30, 2011, and the respective changes in financial position thereof, and the respective budgetary comparison for the Vallco Redevelopment and the Low and Moderate Income Housing Special Revenue Funds for the year then ended in conformity with accounting principles generally accepted in the United States of America. As discussed in Note 1(g) to the basic financial statements, effective July 1, 2010, the Agency adopted the provisions of Governmental Accounting Standards Board (GASB) Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions. As discussed in Note 4(f) to the basic financial statements, the California State Legislature has enacted legislation that is intended to provide for the dissolution of redevelopment agencies in the State of California. The effects of this legislation are uncertain pending the result of certain lawsuits that have been initiated to challenge the constitutionality of this legislation. 174 1 In accordance with Government Auditing Standards, we have also issued our report dated November 10, 2011, on our consideration of the City’s internal control over financial reporting related to the Agency and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters for the year ended June 30, 2011. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be considered in assessing the results of our audit. Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis as listed in the table of contents be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by GASB, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Walnut Creek, California November 10, 2011 175 2 CITY OF CUPERTINO REDEVELOPMENT AGENCY Management’s Discussion and Analysis (Unaudited) This discusses the City of Cupertino Redevelopment Agency’s (Agency) financial performance. Please read this document in conjunction with the accompanying Agency’s Basic Financial Statements. As a component unit of the City of Cupertino (City), the Agency’s purpose is to eliminate blight in the Vallco Redevelopment Project Area (Project Area), while ensuring an adequate stock of low and moderate income housing in the City. The Project Area encompasses the Vallco Shopping Mall and the “Rose Bowl” site south of the mall. The Agency can issue debt payable out of the property tax growth expected to result from the redevelopment of the Project Area. The Agency may enter into development agreements with developers and others to further its purposes. Twenty-five percent of the incremental property taxes generated are earmarked for low and moderate income housing. 2010-11 FINANCIAL HIGHLIGHTS The Agency’s total net assets and fund balances stood at $1,180,509 as of June 30, 2011, a decrease of $285,178 from the $1,465,687 of the prior year. Total revenues of $1,264,802 were 5% less than the $1,329,358 results of last year. Agency-wide expenses of $1,549,980 exceeded last year’s $617,006 expenses by 251%. OVERVIEW OF THE BASIC COMPONENT UNIT FINANCIAL STATEMENTS This report is in two parts: 1)Management’s Discussion and Analysis, and 2)The Basic Financial Statements along with the notes to the statements. The Basic Financial Statements The Basic Financial Statements comprise the Agency-wide and Fund perspectives. These two perspectives provide different views of the Agency’s financial activities and financial position—long- term and short-term. Agency-wide Financial Statements The Agency-wide Financial Statements provide a long-term view of the Agency’s activities as a whole, and comprise the Statement of Net Assets and the Statement of Activities. The Statement of Net Assets provides information about the financial position of the Agency, including all its capital assets and long- term liabilities on the full accrual basis, similar to that used by private enterprises. The Statement of Activities provides information about all the Agency’s revenues and all its expenses, also on the full accrual basis, with the emphasis on measuring net revenues or expenses of each of the Agency’s programs. The Statement of Activities explains in detail the change in Net Assets for the year. All of the Agency’s services are considered to be governmental activities, consisting of community development services. General Agency revenues such as incremental property tax increments support these services. 176 3 CITY OF CUPERTINO REDEVELOPMENT AGENCY Management’s Discussion and Analysis (Unaudited) Fund Financial Statements The Fund Financial Statements report the Agency’s operations in more detail than the Agency-wide statements and focus on the short-term activities of the Agency’s major funds. The Fund Financial Statements are on the modified accrual basis, which means they measure only current financial resources and uses such as current revenues and expenditures, current assets, current liabilities and fund balances. They exclude capital and other long-lived assets, long-term debt and other long-term liabilities. The Agency’s Vallco Redevelopment Fund and the Low and Moderate Income Housing Fund are both considered major funds. The funds are discussed further in the Analysis of Major Funds section. Comparisons of budget and actual information are also presented as part of the Basic Financial Statements. FINANCIAL ACTIVITIES OF THE AGENCY AS A WHOLE This analysis focuses on the net assets and changes in net assets of the Agency as a whole, as presented in the Agency-wide Statement of Net Assets and Statement of Activities. Governmental Activities Table 1 shows that the Agency decreased its net assets from $1,465,687 to $1,180,509. Incremental property tax revenues decrease from $1,322,925 in 2009-10 to $1,251,777 in 2010-11. The Vallco Redevelopment Fund’s cash balance grew from $628,166 to $1,028,197, while the Low and Moderate Income Housing Funds cash balance decreased from $842,707 to $163,630. Table 1 Governmental Net Assets at June 30 2011 2010 Cash and investments $ 1,191,827 $ 1,470,873 Interest receivable 285 - Total assets 1,192,1121,470,873 Accounts payable 5,607- Accrued payroll and benefits 5,9965,186 Total liabilities 11,6035,186 Net assets: Restricted for low and moderate income housing redevelopment projects 163,915842,707 Unrestricted 1,016,594622,980 Total net assets $1,180,509$ 1,465,687 177 4 CITY OF CUPERTINO REDEVELOPMENT AGENCY Management’s Discussion and Analysis (Unaudited) As shown in Table 2, the Agency has experienced a decrease in net assets in 2010-11 and increase in net assets in 2009-10. The increase in community development expenses was mainly due to a $1 million contribution to the Santa Clara County Housing Trust made during 2010-11 as discussed in Note 4(c) to the basic financial statements. Table 2 Governmental Activities Change in Governmental Net Assets 2010-11 2009-10 Expenses Community development $ 1,549,980 $ 617,006 Total expenses 1,549,980 617,006 Revenues General revenues: Taxes: Incremental property tax 1,251,777 1,322,925 Investment income 13,025 6,433 Total general revenues 1,264,802 1,329,358 Total revenues 1,264,802 1,329,358 Increase/(Decrease) in net assets (285,178) 712,352 Beginning net assets 1,465,687 753,335 Ending net assets $ 1,180,509 $ 1,465,687 THE AGENCY’S FUND FINANCIAL STATEMENTS The activities and balances at the total governmental funds level mirror the Agency-wide results. Analyses of Major Funds Vallco Redevelopment Fund This fund accounts for incremental property tax revenue allocated to the Vallco Redevelopment Project Area that was established in August 2000. It serves as the general fund for the Project Area, with expenditures for the ongoing management and oversight of overall project area activities. The fund’s name comes from the Vallco Shopping Mall that comprises most of the Project Area. Excluding the 25% that is set-aside for low and moderate income housing purposes, current year tax increment revenues decreased 5% to $938,833 compared to the $992,194 received in the prior year. Supplemental taxes from propery value growth were earned last year. Expenditures decreased 11% over last year, ending up at $549,980 for 2010-11. The statutorily required pass-through of taxes to special districts, schools, and the County of Santa Clara decreased to $196,827 compared to $356,153 last year. Because tax revenues exceeded community development expenditures, the Project Area’s redevelopment fund balance increased by $393,614. 178 5 CITY OF CUPERTINO REDEVELOPMENT AGENCY Management’s Discussion and Analysis (Unaudited) Low and Moderate Income Housing Fund Due to a 2002 legal settlement, the Agency sets aside 25% of the tax increment revenue for future low and moderate income housing projects sponsored by the Agency. This is higher than the state mandated 20% minimum. In fiscal 2010-11, the Agency’s property taxes receipts for low and moderate income housing purposes totaled $312,944 compared to $330,731 for the prior fiscal year, which is proportional to the decline in overall taxes. The Agency made a $1 million contribution to the Santa Clara County Housing Trust during 2010-11. The housing fund balance decreased from $842,707 to $163,915. ECONOMIC OUTLOOK AND MAJOR INITIATIVES The financial prospects and future activities of the Cupertino Redevelopment Agency significantly changed with State legislation in late June 2011 that suspended most redevelopment agency spending and commitments statewide and called for the eventual elimination of such agencies. Agencies could only continue if cities passed an ordinance directing annual payments of agency taxes to schools and special districts. Cupertino passed such an ordinance on September 20, 2011. The Agency is due to pay $528,802 in fiscal 2011-12 and approximately one-quarter of that amount in subsequent years. However the state legislation has been challenged in court by other organizations and agencies with a decision expected in January 2012. Note 4f to the Basic Financial Statements supplies more information. In February 2011, the Cupertino Redevelopment Agency and the Housing Trust of Santa Clara County agreed that the Agency will contribute $1 million in 2010-11 and up to $250,000 per year for fifteen subsequent years toward the Trust’s low and moderate income housing programs. Also in February 2011, the Agency agreed to encumber up to $635,000 in redevelopment funds through 2014 to the Vallco Shopping Mall for street and storm drain improvements if such funds are necessary to complete the projects. Both agreements will continue to be honored in the event of Agency dissolution using property taxes previously obligated to the agreements. CONTACTING THE AGENCY’S FINANCIAL MANAGEMENT This report is intended to provide a general overview of the Agency’s finances. Further information can be obtained from the City of Cupertino’s Finance Department, 10300 Torre Avenue, Cupertino, CA 95014-3202, phone (408) 777-3220, or by visiting the City’s website at www.cupertino.org. 179 6 CITY OF CUPERTINO REDEVELOPMENT AGENCY Statement of Net Assets and Governmental Funds Balance Sheet June 30, 2011 Low and ModerateTotal VallcoIncomeGovernmentalStatement of RedevelopmentHousing FundsAdjustmentsNet Assets Assets: Cash and investments1,028,197$ 163,630$ 1,191,827$ -$ 1,191,827$ Interest receivable- 285 285 - 285 Total assets1,028,197$ 163,915$ 1,192,112$ - 1,192,112 Liabilities: Accounts payable5,607$ -$ 5,607$ - 5,607 Accrued payroll and benefits5,996 - 5,996 - 5,996 Total liabilities11,603 - 11,603 - 11,603 Fund balances/net assets: Fund balances: Restricted for low and moderate income housing- 163,915 163,915 (163,915) - Assigned for redevelopment and other purposes1,016,594 - 1,016,594 (1,016,594) - Total fund balances1,016,594 163,915 1,180,509 (1,180,509) - Total liabilities and fund balances1,028,197$ 163,915$ 1,192,112$ Net assets: Restricted for: Low and moderate income housing redevelopment projects163,915 163,915 Unrestricted1,016,594 1,016,594 Total net assets1,180,509$ 1,180,509$ See accompanying notes to financial statements. 180 7 CITY OF CUPERTINO REDEVELOPMENT AGENCY Statement of Activities and Governmental Funds Statement of Revenues, Expenditures and Changes in Fund Balances For the Fiscal Year Ended June 30, 2011 Low and ModerateTotal VallcoIncomeGovernmentalStatement of RedevelopmentHousing FundsAdjustmentsActivities Expenditures/expenses: Community development: Salaries and benefits196,081$ -$ 196,081$ -$ 196,081$ Materials and supplies226,466 - 226,466 - 226,466 Professional services127,433 1,000,000 1,127,433 - 1,127,433 Total expenditures/expenses549,980 1,000,000 1,549,980 - 1,549,980 General revenues: Incremental property taxes938,833 312,944 1,251,777 - 1,251,777 Use of money and property4,761 8,264 13,025 - 13,025 Total general revenues943,594 321,208 1,264,802 - 1,264,802 Change in fund balances/net assets393,614 (678,792) (285,178) - (285,178) Fund balances/net assets, Beginning of year622,980 842,707 1,465,687 - 1,465,687 End of year$ 163,9151,016,594$ 1,180,509$ -$ 1,180,509$ See accompanying notes to financial statements. 181 8 CITY OF CUPERTINO REDEVELOPMENT AGENCY Vallco Redevelopment Special Revenue Fund Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual For the Fiscal Year Ended June 30, 2011 Variance with Budgeted AmountsFinal Budget ActualPositive OriginalFinalAmounts(Negative) Revenues: Incremental property taxes1,005,000$ 1,005,000$ 938,833$ (66,167)$ Use of money and property- - 4,761 4,761 Total revenues1,005,000 1,005,000 943,594 (61,406) Expenditures: Community development: Salaries and benefits191,704 191,704 196,081 (4,377) Materials and Supplies365,401 269,976 226,466 43,510 Professional Services57,745 788,169 127,433 660,736 Total expenditures614,850 1,249,849 549,980 699,869 Net change in fund balances390,150$ (244,849)$ 393,614 638,463$ Fund balance, beginning of year622,980 Fund balance, end of year$1,016,594 See accompanying notes to financial statements. 182 9 CITY OF CUPERTINO REDEVELOPMENT AGENCY Low and Moderate Income Housing Special Revenue Fund Statement of Revenues, Expenditures and Changes in Fund Balance - Budget and Actual For the Fiscal Year Ended June 30, 2011 Variance with Budgeted AmountsFinal Budget ActualPositive OriginalFinalAmounts(Negative) Revenues: Incremental property taxes251,000$ 251,000$ 312,944$ 61,944$ Use of money and property30,000 30,000 8,264 (21,736) Total revenues281,000 281,000 321,208 40,208 Expenditures: Community development: Professional Services- 1,000,000 1,000,000 - Total expenditures- 1,000,000 1,000,000 - Net change in fund balances281,000$ 1,281,000$ (678,792) 40,208$ Fund balances beginning of year842,707 Fund balances end of yea$163,915 r See accompanying notes to financial statements. 183 10 CITY OF CUPERTINO REDEVELOPMENT AGENCY Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2011 NOTE 1 – Summary of Significant Accounting Policies (a) Financial Reporting Entity The City of Cupertino Redevelopment Agency (Agency) was created under the provisions of the California Health and Safety Code for the purpose of conducting economic development and redevelopment activities, and rehabilitating property considered to be in a blighted condition. On August 21, 2000, the City Council enacted and passed Ordinance 1850, establishing the Redevelopment Plan for the Cupertino Vallco Redevelopment Project Area (Project Area). The Project Area encompasses the Vallco (formerly named Cupertino Square) Shopping Mall and the “Rose Bowl” site. The Agency is a separate legal entity governed by the City Council sitting in a separate capacity as the Redevelopment Agency Board (Board). City staff performs all administrative, accounting, management, and budgeting functions. Since the City exercises significant control over the Agency’s operations, the Agency is considered a blended component unit of the City and is included in the City’s basic financial statements. (b) Measurement Focus, Basis of Accounting and Financial Statement Presentation The government-wide financial statements (i.e., the statement of net assets and the statement of activities) report information on the Agency’s activities. For the most part, the effect of interfund activity has been removed from these statements. The Agency is only engaged in governmental activities, which normally are supported by taxes and intergovernmental revenues. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include (1) charges to customers or applicants who purchase, use or directly benefit from goods, services or privileges provided by a given function or segment and (2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. The Agency did not have program revenues for the year ended June 30, 2011. Taxes and other items not included among program revenues are reported instead as general revenues. The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available if they are collected within 60 days of the end of the current fiscal year. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures are recorded only when payment is due. 184 11 CITY OF CUPERTINO REDEVELOPMENT AGENCY Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2011 NOTE 1 – Summary of Significant Accounting Policies (Continued) (b) Measurement Focus, Basis of Accounting and Financial Statement Presentation (Continued) Property taxes and interest associated with the current fiscal period are all considered being susceptible to accrual and so have been recognized as revenues of the current fiscal period. All other revenue items are considered to be measurable and available only when the Agency receives cash. The Agency may fund programs with a combination of cost-reimbursement grants, categorical block grants, and general revenues. Thus, both restricted and unrestricted net assets may be available to finance program expenditures. The Agency’s policy is to first apply restricted grant resources to such programs, followed by general revenues if necessary. The Agency reports the following two major governmental funds: TheVallco Redevelopment Special Revenue Fund is used to account for tax increment revenues and other sources and expenditures related to the development of the Project Area. TheLow and Moderate Income Housing Special Revenue Fund is used to account for 25% portion of the Agency’s tax increment revenues and other sources that are required to be set- aside for low and moderate income housing and related expenditures. (c)Budgetary Practices The Agency follows the budgetary process of the City. Annually, the Board adopts a budget effective July 1 for the ensuing fiscal year. From the effective date of the budget, the amounts stated therein as proposed expenditures become appropriations. The Board may amend the budget by resolution during the fiscal year. Encumbrance accounting is employed as an extension of the budgetary process. Under encumbrance accounting, purchase orders, contracts, and other commitments for expenditures are recorded in order to reserve that portion of the applicable appropriation. Encumbrances outstanding at year-end are recorded as restriction or commitment of fund balance because they do not constitute expenditures or liabilities, and are automatically reappropriated to the following year. Unencumbered and unexpended appropriations lapse at year end. Additional disclosures and information regarding the City’s budgetary practices is presented in the notes to the City’s basic financial statements. (d) Cash and Investments The Agency’s cash and investments are pooled with the City’s cash and investment pool. The City’s investment policy authorizes the City to invest in the State of California Local Agency Investment Fund, federal agencies securities, U.S. treasury notes and bills, securities of the U.S. and other government issues, bankers’ acceptances, commercial paper, negotiable and non-negotiable certificates of deposit, repurchase agreements, medium-term corporate notes, and money market mutual funds as permitted by City’s investment policy. Investments are stated at fair value. The fair value of investments is determined annually and is based on current market prices. Investment income earned by the cash and investment pool is allocated monthly among the funds based upon the ending monthly balance of cash maintained by each fund. 185 12 CITY OF CUPERTINO REDEVELOPMENT AGENCY Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2011 NOTE 1 – Summary of Significant Accounting Policies (Continued) (e) Property Tax Increment Revenues Incremental property tax revenues represent taxes collected on the Project Area from the excess of taxes levied and collected over that amount which was levied and collected in the base year (the year of the Project Area inception) property tax assessment. The County of Santa Clara (County) assesses properties and bills for and collects property taxes as follows: SecuredUnsecured Valuation/lien datesJanuary 1January 1 Levy datesOn or before November 1July 1 Due dates (delinquent after)50% on November 1 (December 10)July 1 (August 31) 50% on February 1 (April 10) The term “unsecured” refers to taxes on personal property other than land and buildings. Secured taxes are secured by liens on the property being taxed. The County bills and collects property taxes and remits to the Agency its share of the amount levied less administrative fees. (f) Net Assets The government-wide financial statements utilize a net assets presentation. Net assets are categorized as restricted and unrestricted. Restricted Net Assets – This category presents external restrictions imposed by creditors, grantors, contributors or laws or regulations of other governments and restrictions imposed by law through constitutional provisions or enabling legislation. Unrestricted Net Assets – This category represents net assets of the Agency, not restricted for any project or other purpose. (g) Fund Balances During the year ended June 30, 2011, the Agency implemented GASB Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions. The objective to this Statement is to enhance the usefulness of fund balance information by providing clearer fund balance classifications that can be more consistently applied and by clarifying the existing governmental fund type definitions. This Statement establishes fund balance classifications that comprise a hierarchy based primarily on the extent to which a government is bound to observe constraints imposed upon the use of the resources reported in governmental funds. 186 13 CITY OF CUPERTINO REDEVELOPMENT AGENCY Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2011 NOTE 1 – Summary of Significant Accounting Policies (Continued) At June 30, 2011, the Agency’s governmental funds’ fund balances include the following classifications: Restricted Fund Balance – includes amounts that can be spent only for the specific purposes stipulated by external resource providers, constitutionally or through enabling legislation. Restrictions may effectively be changed or lifted only with the consent of resource providers. Assigned Fund Balance – comprises amounts intended to be used by the Agency for specific purposes that are neither restricted nor committed. Intent is expressed by the Board of Directors or a official to which the Board of Directors has delegated the authority to assign amounts to be used for specific purposes. The fund balance of the Vallco Redevelopment Special Revenue Fund consists solely of funds assigned to project area redevelopment and other purposes while the fund balance of the Low and Moderate Income Housing Fund is entirely restricted to affordable housing purpose. (h) Estimates The preparation of basic financial statements in conformity with accounting principles generally accepted in United States of America requires management to make estimates and assumptions that affect certain reported amounts and disclosures. Accordingly, actual results could differ from those estimates. NOTE 2 – Cash and Investments Investments in City’s Cash and Investment Pool The City’s pooled investment account possesses the characteristics of a demand deposit account, and consists of investments in the State of California Local Agency Investment Fund, U.S. treasury notes and bills, and money market funds as permitted by City’s investment policy. At June 30, 2011, the Agency invested $1,191,827 in the City’s cash and investment pool. As a means of limiting its exposure to fair value losses arising from rising interest rates, the City’s investment policy limits investments in any security to a maximum remaining maturity of five years at the time of purchase. At June 30, 2011, the City’s cash and investment pool has a weighted average to maturity of 264 days and is unrated. Additional information regarding custodial credit risk, interest rate risk and concentration of credit risk of the City’s pooled cash and investments is presented in the City’s basic financial statements. 187 14 CITY OF CUPERTINO REDEVELOPMENT AGENCY Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2011 NOTE 3 – Risk Management The Agency is exposed to various risks of loss related to torts, theft of, damage and destruction of assets, errors and omissions, and natural disasters. The Agency, as a component unit of the City, was covered with respect to certain risks from the City’s commercial insurance policies. Additional disclosures and information regarding the City’s insurance is presented in the notes to the City’s basic financial statements. NOTE 4 - Commitments and Contingencies (a) Low and Moderate Income Housing Fund Under California Redevelopment Law (Health and Safety Code Section 33334.3), redevelopment agencies are required to deposit a minimum of twenty percent of incremental property taxes received into a distinct fund to set-aside funds for low and moderate income housing and related expenditures. On January 22, 2002, the Agency settled a lawsuit challenging the formation of the Project Area. Pursuant to the settlement, the Agency is required to set aside twenty-five percent of incremental property taxes for low and moderate income housing activities. For the fiscal year ended June 30, 2011, the Agency received $1,251,777 in incremental property taxes, of which twenty-five percent, or $312,944, was deposited into the Agency’s Low and Moderate Income Housing Special Revenue Fund. (b) Low and Moderate Income Housing Fund Excess Surplus Calculation Health & Safety Code Section 33334.12(g)(1) defines excess surplus to mean any unexpended and unencumbered amount in an agency’s low and moderate income housing fund that exceeds greater the of $1,000,000 or the aggregate amount deposited into the low and moderate income housing fund during the preceding 4 fiscal years. As of June 30, 2011, the Agency does not have an excess surplus as computed as follows: 188 15 CITY OF CUPERTINO REDEVELOPMENT AGENCY Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2011 NOTE 4 - Commitments and Contingencies (Continued) (c) Housing Trust Under Health & Safety Code Section 33334.3, the Agency is obligated to expend monies in the Agency’s Low and Moderate Income Housing Special Revenue Fund for the purposes of increasing, improving, and preserving the community supply of housing available at affordable housing cost to low and moderate income households, lower income households, very low income households, and extremely low income household. Under Health & Safety Code Section 33220, the Agency is authorized to enter into agreements to assist the Agency in performing powers and obligations under the California Redevelopment Law. On February 15, 2011, the City and the Agency entered into an Affordable Housing Agreement with the Housing Trust of Santa Clara County, a California nonprofit public benefit corporation (the Trust). The City and Agency agreed to contribute $1,000,000 to the Trust from the Agency’s Low and Moderate Income Housing Special Revenue Fund for the fiscal year ended June 30, 2011 and an amount not to exceed $250,000 annually for the next fifteen subsequent years. The Trust shall use the funds received exclusively for eligible costs pursuant to the California Redevelopment Law while the City and the Agency will provide on-going monitoring and all required reporting requirements to the State of California. For the fiscal year ended June 30, 2011, the Agency transferred $1,000,000 per agreement into the Trust and the expenditure is recorded as part of the professional services on the Agency’s financial statements. (d)Pass-Through Payments Under the California Redevelopment Law (Health and Safety Code Section 33607.5), the Agency is obligated to pass-through twenty percent of the gross tax increment received from the Project Area to jurisdictions within the Project Area. In addition, the Agency is obligated to pass-through an additional amount of tax increment as basic aid payments pursuant to California Redevelopment Law (Health and Safety Code Section 33676). For the fiscal year ended June 30, 2011, the Agency recorded $196,826 in pass-through and basic aid payments to the affected jurisdictions as part of the material and supplies expenditures on the financial statements. (e) Encumbrances The Agency uses encumbrances to control expenditure commitments for the year. Encumbrances represent commitments related to executor contracts not yet performed and purchase orders not yet filled. Commitments for such expenditure of monies are encumbered to reserve a portion of applicable appropriations. Encumbrances still open at year end are not accounted for as expenditures and liabilities, but as assigned fund balance. As of June 30, 2011, the Vallco Redevelopment Special Revenue Fund had $635,000 in outstanding encumbrances for capital projects related professional services. 189 16 CITY OF CUPERTINO REDEVELOPMENT AGENCY Notes to the Basic Financial Statements For the Fiscal Year Ended June 30, 2011 NOTE 4 - Commitments and Contingencies (Continued) (f) Continuation of the Redevelopment Agency In June 2011, the California legislature adopted Assembly Bill 1x 26 (“AB1x 26” or the “Dissolution Bill”) and Assembly Bill 1x 27 (“AB1x 27” or the “Continuation Bill”). The Dissolution Bill immediately suspends all new redevelopment activities and incurrence of indebtedness, and dissolves redevelopment agencies effective October 1, 2011. However, the Continuation Bill allows redevelopment agencies to avoid dissolution by “opting” into an alternative voluntary redevelopment program (“Voluntary Program”), requiring substantial annual contributions to local school and special districts. On September 20, 2011, City Council adopted an ordinance to “opt into the Voluntary Program” and will be required to make a contribution of $528,802 by January 15, 2012 for fiscal year 2011-12. Ongoing contributions of a lesser magnitude will be required going forward. On July 18, 2011, the California Redevelopment Association and the League of California Cities, along with certain other petitioners, filed a lawsuit asking the California Supreme Court to overturn AB1x 26 and AB1x 27 as they violate the Constitution of California. The California Supreme Court announced it would hear the lawsuit and issued a partial stay suspending the effectiveness of AB1x 26 and AB1x 27 until it can rule on the constitutionality of these two bills. The Court allowed the Dissolution Bill to remain in effect insofar as it precludes existing redevelopment agencies from incurring new indebtedness, transferring assets, acquiring real property, entering into new contracts or modifying existing contracts, entering into new partnerships, adopting or amending redevelopment plans, etc., but it stayed enforcement of both statutes in all other respects.The Court also states in its order that “the briefing schedule is designed to facilitate oral argument as early as possible in 2011, and a decision before January 15, 2012,” which is the date that the Voluntary Program contributions are due. At this time, due to the Court’s involvement, redevelopment operations are effectively placed on hold pending the outcome of the litigation, including whether or not the City will make the contribution required under the Voluntary Program. 190 17 This page left intentionally blank. 191 18 Members of the Governing Board of The City of Cupertino Redevelopment Agency Cupertino, California Independent Auditor’s Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards We have audited the financial statements of the governmental activities and each major fund of the City of Cupertino Redevelopment Agency (Agency), a component unit of the City of Cupertino, California, as of and for the year ended June 30, 2011, which collectively comprise the Agency’s basic financial statements, and have issued our report thereon dated November 10, 2011. Our report includes an explanatory paragraph indicating that the Agency adopted the provisions of Governmental Accounting Standards Board Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions and an emphasis of a matter regarding an uncertainty related to a recently passed State legislation. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Internal Control Over Financial Reporting Management of the Agency is responsible for establishing and maintaining effective internal control over financial reporting. In planning and performing our audit, we considered the City’s internal control over financial reporting related to the Agency as a basis for designing our auditing procedures for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control over financial reporting related to the Agency. Accordingly, we do not express an opinion on the effectiveness of the City’s internal control over financial reporting related to the Agency. Adeficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the Agency’s financial statements will not be prevented, or detected and corrected on a timely basis. Our consideration of internal control over financial reporting was for the limited purpose described in the first paragraph of this section and would not necessarily identify all deficiencies in internal control over financial reporting that might be deficiencies, significant deficiencies or material weaknesses. We did not identify any deficiencies in internal control over financial reporting that we consider to be material weaknesses, as defined above. Compliance and Other Matters As part of obtaining reasonable assurance about whether the Agency’s financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. 192 19 This report is intended solely for the information and use of the Governing Board of the Agency, management, pass-through entities, and the State Controller’s Office and is not intended to be and should not be used by anyone other than these specified parties. Walnut Creek, California November 10, 2011 193 20 Members of the Governing Board of The City of Cupertino Redevelopment Agency Cupertino, California Independent Auditor’s Report on Compliance of California Redevelopment Agencies and on Internal Control over Compliance Compliance We have audited the City of Cupertino Redevelopment Agency’s (Agency) compliance with the requirements specified in the State of California’s Guidelines for Compliance Audits of California Redevelopment Agencies issued by the State Controller’s Office, applicable to the Agency’s statutory requirements identified below for the year ended June 30, 2011. Compliance with the requirements referred to above is the responsibility of the Agency’s management. Our responsibility is to express an opinion on the Agency’s compliance based on our audit. We conducted our compliance audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States; and the State of California’s Guidelines for Compliance Audits of California Redevelopment Agencies (Guidelines), issued by the State Controller’s Office, as interpreted in the Auditing Procedures for Accomplishing Compliance Audits of California Redevelopment Agencies, August 2011, issued by the Governmental Accounting and Auditing Committee of the California Society of Certified Public Accountants. Those standards and the Guidelines require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the compliance requirements referred to above that could have a material effect on the statutory requirements listed below occurred. An audit includes examining on a test basis, evidence about the Agency’s compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion. Our audit does not provide a legal determination of the Agency’s compliance with those requirements. In connection with the audit referred to above, we selected and tested transactions and records to determine the Agency’s compliance with the state laws and regulations applicable to Financial Disclosure and Reporting; Affordable Housing; Five-Year Implementation Plans; Redevelopment Plans; Public Notification; and Conflict of Interest identified in the Guidelines. The results of our auditing procedures disclosed instances of noncompliance in which the Agency did not file a complete fiscal statement as required by Health and Safety Code Sections 33080.1 and 33080.5 and complete a Five-Year Implementation Plan (Plan) within five years from the adoption of the Agency’s last Plan which are described in the accompanying schedule of findings and recommendations as items 2011-A and 2011-B. In our opinion, except for the noncompliance described in the preceding paragraph, the Agency complied, in all material respects, with the compliance requirements referred to above that are applicable to the statutory requirements of the Agency for the year ended June 30, 2011. 194 21 Internal Control Over Compliance Management of the Agency is responsible for establishing and maintaining effective internal control over compliance and with the compliance requirements referred to above. In planning and performing our audit, we considered the Agency’s internal control over compliance to determine the auditing procedures for the purpose of expressing our opinion on compliance, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the Agency’s internal control over compliance. Adeficiency in internal control over compliance exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent or detect and correct noncompliance on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a compliance requirement will not be prevented, or detected and corrected, on a timely basis. Our consideration of internal control over compliance was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be deficiencies, significant deficiencies or material weaknesses in internal control over compliance. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. The Agency’s responses to the findings identified in our audit are described in the accompanying schedule of findings and recommendations. We did not audit the Agency’s responses and, accordingly, we express no opinion on the responses. This report is intended solely for the information and use of the Governing Board of the Agency, management, and the State Controller’s Office and is not intended to be and should not be used by anyone other than these specified parties. Walnut Creek, California November 10, 2011 195 22 CITY OF CUPERTINO REDEVELOPMENT AGENCY Schedule of Findings and Recommendations For the Fiscal Year Ended June 30, 2011 2011-A Noncompliance with Health and Safety Code – Fiscal Statement Criteria The California Health and Safety Code Sections 33080.1 and 33080.5 require redevelopment agencies to file a fiscal statement to its legislative body within six months of the end of the agency’s fiscal year. The fiscal statement should include the financial transactions report required pursuant to Section 53891 of the Government Code. Condition The Agency did not include the financial transactions report required pursuant to Section 53891 of the Government Code in the fiscal statement submitted to its governing board on December 7, 2010. Cause The Agency was not aware of the specific compliance requirement to include the financial transactions report in the fiscal statement submission in addition to its annual financial statements. Recommendation We recommend that the Agency review the State of California’s Guidelines for Compliance Audits of California Redevelopment Agencies issued by the State Controller’s Office dated June 2011 and prepare and file all required reports and statements by the due dates. Management Response The Agency will include the financial transactions report in the Agency’s fiscal year 2011 fiscal statement submission to the Board. 196 23 CITY OF CUPERTINO REDEVELOPMENT AGENCY Schedule of Findings and Recommendations For the Fiscal Year Ended June 30, 2011 2011-B Noncompliance with Health and Safety Code – Implementation Plan Criteria The California Health and Safety Code Sections 33490 and 33413(b) require redevelopment agencies to produce implementation plans for each project area every five years and have the first plan adopted by December 31, 1994, or within five years following the adoption of the redevelopment plan in cases under which the redevelopment plans were adopted on or after January 1, 1994. Redevelopment agencies are required to adopt an implementation plan each five years thereafter. Condition The Agency most recently adopted its Cupertino Vallco Redevelopment Agency Implementation Plan on December 6, 2006. A new implementation plan was due by December 5, 2010, but had not been completed to date. Cause The Agency was aware of the compliance requirement but did not prepare nor adopt a new 5-year implementation plan due to the uncertainty of the State’s budget. Recommendation We recommend that the Agency prepare and adopt a new 5-year implementation plan in order to be in compliance with the California Health and Safety Code regarding implementation plans. Management Response The Agency prepared a draft 5-year implementation plan in fiscal year 2011. As a result, we disagree with this recommendation based on direction from Agency legal counsel to postpone adoption of the new plan until the courts decide on the constitutionality of the new laws regarding the elimination or continuation of redevelopment agencies. 197 24 198 199 200 201 202 203 204 205 206 207 208 209 210 211 CITY OF CUPERTINO Independent Accountant’s Report on Applying Agreed-Upon Procedures Related to the Article XIII-B Appropriations Limit For the Year Ended June 30, 2011 212 The Honorable Mayor and Members of the City Council City of Cupertino, California Independent Accountant’s Report on Applying Agreed-Upon Procedures Related to the Article XIII-B Appropriations Limit We have performed the procedures enumerated below to the accompanying Appropriations Limit Worksheet of the City of Cupertino, California (City), for the year ended June 30, 2011. These procedures, which were agreed to by the City and the League of California Cities (as presented in the publication entitledAgreed-upon Procedures Applied to the Appropriations Limitation Prescribed by Article XIII-B of the California Constitution), were performed solely to assist the City in meeting the requirements of Section 1.5 of Article XIIIB of the California Constitution. The City’s management is responsible for the Appropriations Limit Worksheet. This agreed-upon procedures engagement was conducted in accordance with attestation standards established by the American Institute of Certified Public Accountants. The sufficiency of these procedures is solely the responsibility of those parties specified in this report. Consequently, we make no representation regarding the sufficiency of the procedures described below either for the purpose for which this report has been requested or for any other purpose. The procedures performed and our findings were as follows: 1.We obtained the completed worksheets setting forth the calculations necessary to establish the City’s appropriations limit and compared the limit and annual adjustment factors included in those worksheets to the limit and annual adjustment factors that were adopted by resolution of the City Council. We also compared the population and inflation options included in the aforementioned worksheets to those that were selected by a recorded vote of the City Council. Finding: No exceptions were noted as a result of our procedures. 2.For the accompanying Appropriations Limit Worksheet, we added last year’s limit to total adjustments, and compared the resulting amount to this year’s limit. Finding: No exceptions were noted as a result of our procedures. 3.We compared the current year information presented in the accompanying Appropriations Limit Worksheet to the worksheets described in No. 1 above. Finding: No exceptions were noted as a result of our procedures. 4.We compared the prior year appropriations limit presented in the accompanying Appropriations Limit Worksheet to the prior year appropriations limit adopted by the City Council. Finding: No exceptions were noted as a result of our procedures. 213 We were not engaged to and did not conduct an examination, the objective of which would be the expression of an opinion on the Appropriations Limit Worksheet. Accordingly, we do not express such an opinion. Had we performed additional procedures, other matters might have come to our attention that would have been reported to you. No procedures have been performed with respect to the determination of the appropriations limit for the base year, as defined by Article XIIIB of the California Constitution. This report is intended solely for the information and use of the Mayor, City Council, and City’s management and is not intended to be and should not be used by anyone other than these specified parties. Walnut Creek, California August 15, 2011 214 CITY OF CUPERTINO, CALIFORNIA Appropriations Limit Worksheet For the Year Ended June 30, 2011 215 CITY OF CUPERTINO DEVELOPMENT IMPACT FEE REPORT FISCAL YEAR ENDING JUNE 30, 2011 1. Below Market Rate Housing Mitigation fee (A) Description and Amount: An in-lieu fee collected on new resi hotel, and retail development in order to address impact on af Fee was $2.67 per sq ft on residential, $5.08 per sq ft on off and retail, and $2.54/sq ft in the Planned Industrial Zone for (B) Fees collected in FY 10/1123,939 BMR settlement received15,000 (C) Beginning of year balance668,699 End of year balance527,541 (D) Interest earned4,319 (E) Expenditures: $184,416 including Santa Clara County Housing legal and professional services 25k, staff and administrat WVCS affordable housing placement 75k, and Project Sentine 2. Park Dedication fee (A) Description: Fee collected on new residential developments f improvement, and maintenance of parks and recreation facili (B) Fees collected in FY 10/11110,250 (C) Beginning of year balance440,912 End of year balance555,156 (D) Interest earned3,994 (E) Expenditures: no expenditure currrent fiscal year. 3. N.Stelling/I-280 bridge pedestrian lighting & upgrades (A) Description: Developer contribution for City to enhance pede along North Stelling Road bridge. (B) Amount collected during year---- (C) Beginning and end of year balances - From Villa Serra 25,000 From Las Palmas 25,000 (D) No expenditures. Project on hold until sufficient funding fo 216 CITY OF CUPERTINO DEVELOPMENT IMPACT FEE REPORT FISCAL YEAR ENDING JUNE 30, 2011 4. DeAnza/McClellan /Pacifica signal modification (A) Description: Reconfigurate the intersection to address effic and traffic flow. (B) Amount collected during year---- (C) Beginning and end of year balance: From Cupertino Town Center 145,700 (D) No expenditures. Project on hold until sufficient funding fo 217 PUBLIC WORKSDEPARTMENT CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3354www.cupertino.org CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject Municipal Improvements, Verona Apartments, 20488 Stevens Creek Boulevard, APN369-01- 029. Recommended Action Accept Municipal Improvements. Discussion The applicant hascompleted City-specified improvements in the City right-of-way including sidewalk, curb & gutter, and driveway approachas required by the improvement agreement with the City. _____________________________________ Prepared by:Chad Mosley, Associate Civil Engineer Reviewed by:Timm Borden, Director of Public Works Approved for Submission by:David W. Knapp, City Manager Attachments: A-Map 218 20271 20270 20261 ATTACHMENTA 20260 20251 10020 20250 20301 20425 10002 20401 20279 20311 20269 20245 20490 20488 20300 10050 20400 20350 20450 10199 10201 10203 10205 10200 10207 10209 20380 10211 10213 10227 10229 10231 10233 10235 10237 10239 10241 10247 20323 20285 10249 10251 20283 20321 10253 10255 10257 10259 10261 20304 20290 10201 20328 20310 20326 20312 10251 10275 10301 Subject:MunicipalImprovements,VeronaApartments,20488StevensCreekBoulevard. 2038020370 2043020410 10285 0311 RecommendedAction:AcceptMunicipalImprovements 10295 ¯ 219 10305 PUBLIC WORKS DEPARTMENT CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3354www.cupertino.org CITY COUNCIL STAFF REPORT Meeting: January 17, 2012 Subject City Project, Energy Savings Performance Contractwith Siemens Building Technologies, Inc. Recommended Action Accept City project. Discussion The City’s contractor, Siemens, has completed work on the Energy Savings Performance Contract. The original project provided for the induction retrofit of up to 2,950 City owned street lights and up to 111 irrigation controllers. Actual inventory of street lights and irrigation controllers was less –2,913 and 92, respectively. This resulted in the contract amount being reduced by over $153,000. This project was substantially completed by Siemens in May 2011. Pacific Gas & Electric (PG&E) has verified the completed work and is in the process of reconciling the inventories of street lights prior to this project and calculating the retroactive credit for energy savings that have accrued since the installation. PG&E has committed to reconciling any prior billing discrepancies and to credit the City savings for each streetlight retrofitted to induction lighting from the month of the install date. Streetlight retrofit installation occurred in the months of December 2010 through May 2011. ___________________________________ Preparedby: Roger Lee, Assistant Director of Public Works Reviewed by:Timm Borden, Director of Public Works Approved for Submission by:David W. Knapp, City Manager 220 OFFICE OF ADMINISTRATIVE SERVICES CITY HALL 10300 TORRE AVENUE •CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3220 • FAX: (408) 777-3366 CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject AmendJuly 1, 2010 through June 30, 2012 terms and conditions of employment for the Cupertino Unrepresented (Management and Confidential) Employees. Recommended Action AdoptResolution. Description Delete the classification of City Architectand add the classification of Capital Improvement Program (CIP) Manager. Discussion The City currently has two year agreements in place with the Cupertino Employees Association (CEA),the association representing clerical, technical and professional employees,Operating Engineers Local Union No. 3, AFL-CIO (OE3), the bargaining unit representing public works maintenance employees, Unrepresented (Management and Confidential) Employees and City Attorney Employees. The negotiated packages expire on June 30,2012. Anamendmentisproposed that affectsthe Cupertino Unrepresented (Management and Confidential) Employee group only, which is to change the title for the position of City Architectto that of Capital Improvement Program (CIP)Manager. The unrepresented group is not a bargaining unit so it is not necessary to formally discuss this proposed change. This change will more appropriately reflect the current job duties of this position which is to deliver a large and varied range of smaller capital projects. In our recent past, the City Architect title was necessary to day to day technical expertise in delivering large capital projects such as the library, Community Hall, and the Mary Avenue Bridge.If these architectural services are needed in our future, it is expected that the CIP manager would contract to that temporary need. Our survey of other cities indicate that this title change will not affect the salary scale and no proposal is being made to change salary or benefits asa result of this title change, with the exception being todelete the car allowance, which has been our recent practice for non-Department Head positions as they become vacant. 221 The following resolutionisrecommended to implement the above terms and conditions of employment: a.Amending the Unrepresented (Management and Confidential) Employees’ Compensation Program,Resolution No. 12-. Prepared by:Carol Atwood, Director of Administrative Services Timm Borden,Director of Public Works Approved for Submission: David W. Knapp, City Manager Attachments: A: Draft Resolution Amending Unrepresented Employees’ Compensation Program A-1: Unrepresented Employees’ Compensation Program 2 222 ATTACHMENT A RESOLUTION 12-______ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AMENDING RESOLUTION NO. 10-127, UNREPRESENTED (MANAGEMENT AND CONFIDENTIAL) EMPLOYEES’ COMPENSATION PROGRAM WHEREAS, the City Council desires to amend the Unrepresented Employees’Compensation Program. NOW, THEREFORE, BE IT RESOLVED that the Unrepresented Compensation Program be amended as shown in Attachment “A-1” which is incorporated in this resolution by this reference. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino th this17day of January2012by the following vote: VoteMembers of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST:APPROVED: __________________________________________________ Grace Schmidt,Acting City ClerkMark Santoro,Mayor 223 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 1 PROGRAM PURPOSE AND DEFINITIONS FOR ELIGIBILITY It is City of Cupertino policy that those certain persons holding positions hereinafter defined and designated either as management or confidential positions shall be eligible for participation under the Unrepresented Employees Compensation Program as hereby adopted by action of the City Council and as same may be amended or as otherwise modified from time to time. It is thestated purpose of this Compensation Program to give recognition to and to differentiate those eligible employees from represented employees who achieve economic gain and other conditions of employment through negotiation. It is the intent that through this policy and those which are adopted or as may be modified or rescinded from time to time such recognition may be given. Eligibility for inclusion with this Compensation program is limited to persons holding positions as management or confidential employees as defined under section 2.52.290 of the Cupertino Municipal Code. These are as designated by the Appointing Authority and may be modified as circumstances warrant. Although subject to change in accordance with provision of the Personnel Code, the positions in the following classifications have been designated as unrepresented. MANAGEMENT AND CONFIDENTIAL CLASSIFICATIONS: Classification Title AccountantDirector of Administrative Services Accounting TechnicianDirector of Community Development Administrative AssistantDirector of Parks and Recreation Asst. Director of Public Works –EngineeringDirector of Public Works Asst. Director of Public Works -MaintenanceEnvironmental Affairs Coordinator Building OfficialEnvironmental Programs Manager City ArchitectExecutive Assistant to the City Manager Capital Improvement Program (CIP) Manager Finance Director City ClerkGIS Coordinator City ManagerHuman Resources Analyst City PlannerHuman Resources Director Community Relations CoordinatorHuman Resources Technician Deputy City AttorneyInformation Technology Manager Deputy City Clerk 1 224 MANAGEMENT AND CONFIDENTIAL CLASSIFICATIONS (Continued) Legal Services Manager Network Specialist Park Planner Public and Environmental Affairs Director Public Works Projects Manager Public Works Supervisor Recreation Supervisor Redevelopment/Economic Development Manager Senior Civil Engineer Senior Recreation Supervisor Web Specialist In the event of any inconsistency between the Compensation Program and any Employment Contracts, the provisions of the Employment Contract and any amendments thereto control. Adopted by Action of the City Council, April 1, 1974 Revised 10/74, 3/78, 6/81, 6/82, 7/85, 7/87, 1/89, 7/90, 4/91, 5/91, 7/92, 6/95, 6/96, 7/99, 6/02, 7/04, 6/05, 04/07, 7/10, 6/11 2 225 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 2 SALARY SCHEDULE AND OTHER SALARY RATES It is City of Cupertino policy that eligible persons under this Compensation Program shall be compensated for services rendered to and on behalf of the City on the basis of equitably of pay for duties and responsibilities assigned, meritorious service and comparability with similar work in other public and private employment in the same labor market; all of which is contingent upon the City’s ability to pay consistent with its fiscal policies. As rates of pay are developed through meet and confer processes subject to the underlying provisions of the Pay Plan for administration purposes, so are those rates of pay included herein as a part of this Compensation program. The inclusion herein of said rates and schedules does not affect any effective dates or otherwise reflect on the approval processes required but is shown as an integral part of this Program for completeness of record. Adopted by Action of the City Council April 1, 1974 Revised 8/78, 7/79, 6/80, 7/92, 6/95 3 226 City of Cupertino UNREPRESENTED EMPLOYEES’COMPENSATION PROGRAM Policy No. 3 TRAINING AND CONFERENCES I. POLICY A.Management Personnel It is City of Cupertino policy that eligible persons under this Compensation Program shall be reimbursed or receive advances in accordance with the schedules, terms and conditions as set forth herein for attendance at conferences, meetings and training sessions as defined below for each. It is the intent of this policy to encourage the continuing education and awareness of said persons in the technical improvements and innovations in their fields of endeavor as they apply to the City or to implement a City approved strategy for attracting and retaining businesses in the City. One means of implementing this encouragement is through a formal reimbursement and advanceschedule for authorized attendance at such conferences, meetings and training sessions. B.Non-Management Personnel When authorized by theirsupervisor, a non-management person may attend a conference, meeting or training session subject to the stated terms and conditions included herein for each with payment toward or reimbursement of certain expenses incurred as defined below for each. IIDEFINITIONS A.Conferences A conference is an annual meeting of a work related organization the membership of which may be held in the name of the City orthe individual. B.Local Area The local area is defined to be within Santa Clara and San Mateo Counties and within a 40- mile distance from Cupertino when traveling to Alameda County. C.Meetings A “meeting” shall mean a convention, conference, seminar, workshop, meal, or like assembly having to do with municipal government operations. An employee serving on a panel for interviews of job applicants shall not come under this definition. 4 227 D.Training Session A training session is anytype of seminar or workshop the attendance at which is for the purpose of obtaining information of a work related nature to benefit the City’s operations or to enhance the attendee’s capabilities in the discharge of assigned duties and responsibilities. IIIREIMBURSEMENT AND ADVANCE PAYMENTSCHEDULE A. Intent This schedule is written with the intent that the employee will make every effort to find the lowest possible cost to the City for traveling on City business. For example, if paying for parking at the airport is less expensive that paying for a taxi or airport shuttle, then the employee should drive their car and park at the airport; or if renting a car is lower than taking taxis at the out-of-town location, then a car should be rented; or air reservations should be booked in advance to obtain discounted fares. The following procedures apply whether the expense is being paid through a reimbursement or a direct advance. B.Registration Registration fees for authorized attendance at a meeting or training session will be paid by the City. C.Transportation The City will pay transportation costs on the basis of the lowest cost intent stated in paragraph A. Eligible transportation costs include airfare (with coach fare being the maximum), van or taxiservice to and from the attendee’s home and airport, destination or airport parking charges, taxi and shuttle services at the out-of-town location, trains, tolls, or rental cars. Use of a personal automobile for City business shall be reimbursed or advanced at the rate per mile in effect for such use, except in no case shall it exceed air coach fare if the vehicle is being used for getting to the destination. Government or group rates offered by a provider of transportation must be used when available. Reimbursement or advancesfor use of a personal automobile on City business within a local area will not be made so as to supplement that already being paid to those persons receiving a monthly mileage allowance. D.Lodging Hotel or lodging expenses of theemployee resulting from the authorized event or activity defined in this policy will be reimbursed or advanced if the lodging and event occurs outside of the local area. Not covered will be lodging expenses related to person(s) who are accompanying the City member, but who themselves are not on City business. In this instance, for example, the difference between single and multiple occupancy rates for a room will not be reimbursed. 5 228 Where the lodging is in connection with a conference or other organized educational activity, City-paid lodging costs shall not exceed the maximum group rate published by the conference or activity sponsor, providing that lodging at the group rate is available at the time of booking. If the group rate at the conference hotel isnot available, then the non-conference lodging policy described in the next paragraph should be followed to find another comparable hotel. Where lodging is necessary for an activity that is not related to a conference or other organized educational activity, reimbursement or advances shall be limited to the actual cost of the room at a group or government rate. In the event that a group or government rate is not available, lodging rates that do not exceed the median price for lodging for that area andtime period listed on travel websites like www.hotels.com,www.expedia.comor an equivalent service shall be eligible for reimbursement or advancement. E.Meals 1.With No Conference Payments toward or reimbursement of meals related to authorized activities or events shall be at the Internal Revenue Service per diem rate for meals and incidental expenses for a given location, as stated by IRS publications 463 and 1542 and by the U.S. General Services Administration. The per diem shall be split among meals as reasonably desired and reduced accordingly for less than full travel days. If per diem is claimed, no receipts are necessary. Alternatively, the actual cost of a meal can be claimed, within a standard of reasonableness, but receipts must be kept and submitted for the expense incurred. 2.As Part of a Conference When City personnel are attending a conference or other organized educational activity, they shall be reimbursed or advanced for meals not provided by the activity, on a per diem or actual cost basis. The per diem and actual cost rate shall follow the rules described in the meals with no conference paragraph. F.Other Expenses Payments toward or reimbursement of expenses at such functions shall be limited to the actual costs consistent with the application of reasonable standards. Other reasonable expenses related to business purposes shall be paid consistent with this policy. No payments shall be made unless, where available, receipts are kept and submitted for all expenses incurred. When receipts are not available, qualifying expenditures shall be reimbursed upon signing of an affidavit of expenditure. No payment shall be made for any expenses incurred which are of a personal nature or not within a standard of reasonableness for the situation as may be defined by the Finance Department. 6 229 G.Non-Reimbursable Expenses not The City will reimburseor advance payment toward expenses including, but not limited to: 1.The personal portion of any trip; 2.Political or charitable contributions or events; 3.Family expenses, including those of a partner when accompanying the employee on City- related business, as well as child or pet-related expenses; 4.Entertainment expenses, including theatre, shows, movies, sporting events, golf, spa treatments, etc. 5.Gifts of any kind for any purpose; 6.Service club meals;of those besides economic development staff; 7.Alcoholic beverages; 8.Non-mileage personal automobile expenses including repairs, insurance, gasoline, traffic citations; and 9.Personal losses incurred while on City business. IVATTENDANCE AUTHORIZATION A.Budgetary Limitations Notwithstanding any attendance authorization contained herein, reimbursement or advances for expenses relative to conferences, meeting or training sessions shall not exceed the budgetary limitations. B.Conference Attendance Attendance at conferences or seminars by employees must be approved by their supervisor. C.Meetings Any employee, management or non-management, may attend a meeting when authorized by their supervisor. D.Training Sessions Any employee, management or non-management, may attend a training session when authorized by their supervisor. 7 230 V.FUNDING A.Appropriation Policy It shall be the policy of the City to appropriate funds subject to availability of resources. B.Training Sessions Payments toward or reimbursement of expenses incurred in attendance at training sessions, will be appropriated annually through the budget process. VI. DIRECT CASH ADVANCE POLICY From time to time, it may be necessary for a City employee to request a direct cash advance to cover anticipated expenses while traveling or doing business on the City’s behalf. Such request for an advance should be submitted to their supervisor no less than seven days prior to the need for the advance with the following information: 1) Purpose of the expenditure; 2) The anticipated amount of the expenditure (for example, hotel rates, meal costs, and transportation expenses); and 3) The dates of the expenditure. An accounting of expenses and return of any unused advance must be reported to the City within 30 calendar days of the employee’s return on the expense report described in Section VII. VII. EXPENSE REPORT REQUIREMENTS All expense reimbursement requests or final accounting of advances received must be approved by their supervisor, on forms determined by the Finance Department, within 30 calendar days of an expense incurred, and accompaniedby a business purpose for all expenditures and a receipt for each non-per diem item. Revised 7/83, 7/85, 7/87, 7/88, 7/91, 7/92, 12/07,7/10 8 231 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 4 AUTOMOBILE ALLOWANCES AND MILEAGE REIMBURSEMENTS It is City of Cupertino policy that eligible persons under this Compensation Program shall be compensated fairly for the use of personal automotive vehicles on City business. In many instances the use of personal vehicles is a condition of employment due to the absence of sufficient City owned vehicles for general transportation purposes. It is not intended, however, that such a condition of employment should work an undue hardship. For this reason, the following policies shall apply for mileage reimbursements. Those persons who occasionally are required to use their personal automobiles for City business shall be reimbursed for such use at an appropriate rate established by the City Council. Submission of reimbursement requests must be approved by the Department Head. Employees in the following classifications shall be paid on a monthly basis the following automobile allowance: ClassificationAllowance City Manager$350.00 Director of Administrative Services 300.00 Director of Community Development300.00 Director of Parks and Recreation300.00 Director of Public Works300.00 Assistant Director of Public Works250.00 City Clerk250.00 Public &Environmental Affairs Director250.00 City Architect250.00 Traffic Engineer250.00 Recreation Supervisor200.00 Legal Services Manager200.00* Employees receiving automobile allowance shall be eligible for reimbursement for travel that exceeds two hundred miles round trip. *This allowance will be eliminated once the current employee is no longer in this position. Adopted by Action of the City Council April 1, 1974 Revised 7/74, 5/79, 6/80, 7/81, 8/84, 7/87, 1/89, 7/90, 7/92, 6/96, 8/99, 6/00, 9/01, 1/02, 6/02, 10/07, 7/10, 1/11, 6/11, 7/11 9 232 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 5 ASSOCIATION MEMBERSHIPS AND PROFESSIONAL PUBLICATIONS It is City ofCupertino policy that eligible persons under this Compensation Program shall be entitled to City sponsored association memberships as well as receiving subscriptions to professional and technical publications. Such sponsorship, however, shall be conditioned upon the several factors as set forth below. Each association for which membership is claimed must be directly related to the field of endeavor of the person to be benefited. Each claim for City sponsored membership shall be submitted by or throughthe Department Head with their concurrence to the City Manager for approval. Subscriptions to or purchase of professional and technical publications may be provided at City expense when such have been authorized by the Department Head providing the subject matter and material generally contained therein are related to municipal governmental operations. Adopted by Action of the City Council April 1, 1974 Revised 7/92 10 233 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 6 OVERTIME WORKED Management and non-represented professional employees are ineligible for overtime payments for time worked in excess of what otherwise would be considered as a normal work day or work week for other employees. However, no deduction from leave balances are made when such an employee is absent for less than a regular work day as long as the employee has his/her supervisor’s approval.Nothing in this policy precludes the alternative work schedule, which may include an absenceof a full eight hour day, when forty hours have been worked in the same seven day work period. Adopted by Action of the City Council April 1, 1974 Revised 6/80, 7/91, 7/92, 6/96, 7/97, 4/07 11 234 City of Cupertino UNREPRESENTED EMPLOYEES’COMPENSATION PROGRAM Policy No. 7 HEALTH BENEFITS PLAN -EMPLOYER CONTRIBUTION It is the policy of the City of Cupertino to provide group hospital and medical insurance under which employees in Management and Confidential positions and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees and their families through comprehensive health plans available only through employer sponsorship. Although the premium cost for the insurance provided remains the ultimate responsibility of the employee in these positions, the City shall contribute the amounts listed below towards the premium or pay the full cost of the premium if less than the stated amounts. If the premium amounts for any employee covered by this policy are less than the amounts listed below per month, the difference between the premium amount and the stated amounts will be included in the employee’s gross pay. The City will no longer pay medical insurance cash back (excess of the monthly premium less the cost of the medical coverage) for new employees hired after July 1, 2005. Medical Insurance Coverage LevelCity Contribution Employee702.00 Employee + 1762.00 Employee +2802.00 Adopted by Action of the City Council September 16, 1974 Revised 7/75, 7/76, 7/77, 8/78, 7/79, 6/80, 6/81, 7/81, 6/82, 7/83, 7/84, 7/88, 7/89, 7/90, 7/91, 7/92, 6/95, 7/97, 7/99, 6/00, 6/02, 7/04, 6/05, 4/07 12 235 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 8 FLEXIBLE HOLIDAYS It is the policy of the City of Cupertino to recognize days of historical and national significance as holidays of the City without loss of pay or benefits. Recognizing the desirable times throughout the year, it is the policy of the City of Cupertino to provide days off in lieu of holidays for management and confidential employees at such times as are convenient for each employee and supervisor, when such policy is compatible with the workload and schedule of the City. Employees occupying these positions shall be provided 20 hours per calendar year as non-work time with full pay and benefits. Employees may accumulate flexible holiday hours up to two times their annual accrual. Adopted by Action of the City Council July 7, 1975 Revised 6/80, 6/89, 7/92, 7/99 13 236 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 9 LIFE AND LONG TERM DISABILITY INSURANCE It is the policy of the City of Cupertino to make available group insurance for Management and Confidential employees that will mitigate the personal and family financial hardships resulting from continuing disability that prevents an employee from performing gainfully in his or her occupation. It is further the policy of the City of Cupertino to provide life insurance benefits in an amount of two and one half times the employee’s annual salary to a maximum of $250,000.00. Employees occupying unrepresented positions may enroll in the disability income program and the life insurance program offered if eligible under the contract provisions of the policy and the personnel rules of the City. The full cost of premiums for these programs shall be paid by the City for such employees. Adopted by Action of the City Council September 16, 1976 Revised 7/76, 6/80, 6/81. 6/82, 6/92 14 237 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 10 DEFERRED COMPENSATION It is the policy of the City of Cupertino to provide equitable current compensation and reasonable retirement security for management and confidential employees for services performed for the City. The City participates in the California Public Employees’ Retirement System (PERS) and deferred compensation plans have been established. Boththe employee and employer may make contributions from current earnings to these plans. The purpose of this policy is to promote means by which compensation may be provided in such manner and form to best meet the requirements of the City and the needs ofindividual employees, thereby increasing the ability, to attract and retain competent management and confidential employees. The City shall maintain and administer means by which employees in these positions may defer portions of their current earningsfor future utilization. Usage of such plans shall be subject to such agreements, rules and procedures as are necessary to properly administer each plan. Employee contributions to such plans may be made in such amounts as felt proper and necessary to theemployee. Employer contributions shall be as determined by the City Council. Adopted by Action of the City Council July 7, 1975 Revised 6/80, 7/87, 7/92, 7/99 15 238 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 11 PUBLIC EMPLOYEES’ RETIREMENT SYSTEM CONTRIBUTION At the beginning of the pay period in which 2.7% @ 55 becomes effective, the City agrees to pay the employee’s contribution rate to CalPERS not to exceed 6.0% of applicable salary and each employee agrees to pay 2.0% of applicable salary. The City agrees to pay the employer’s contribution rate to the Public Employees Retirement System Adopted by Action of the City Council June, 1981 Revised 6/87, 6/89, 7/90, 7/91, 7/92, 6/03, 7/04, 4/07, 7/10 16 239 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 12 DENTAL INSURANCE -EMPLOYER CONTRIBUTION It is the policy of the City of Cupertino to provide dental insurance under which employees in Management and Confidential positions and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees. The premium cost for the insurance provided by the City shall not exceed $77.26per month per employee. Enrollment in the plan or plans made available pursuant to this policy shall be in accordance with Personnel Rules of the City and the provisions of the contract for such insurance between the City and carrier or carriers. Adopted by Action of City Council July 1, 1983 Revised 7/87, 7/88, 7/89, 7/90, 7/91, 7/92, 6/95, 7/99, 4/07 17 240 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 13 ADMINISTRATIVE LEAVE The City Managerand department heads shall receive forty (40) hours of administrative leave with pay per year. Unrepresented employees exempt from the provisions of the Fair Labor Standards Act shall receive twenty-four (24) hours of administrative leave with pay per year. Employees may accumulate administrative leave hours up to their annual accrual. Employees shall be eligible to convert administrative leave hours to pay one time each calendar year. Adopted by Action of the City Council July, 1988 Revised 7/92, 7/97, 7/99, 7/10 18 241 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 14 EMPLOYEE ASSISTANCE PROGRAM It is the policy of the City of Cupertino to provide an Employee Assistance Program for the benefit of Management and Confidential employees and their eligible dependents. The purpose of this program is to provide professional assistance and counseling concerning financial, legal, pre-retirement, and other matters of a personal nature. Adopted by Action of the City Council June 17, 1996 19 242 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 15 PUBLIC SERVICE CREDIT –VACATION ACCUMULATION The City Manager and department heads shall earn vacation hours under the same vacation accumulation schedule as all other employees. Credit shall be provided for previous public sector service time on a year-for-year basis as to annual vacation accumulation. Credit shall only be given for completed years of service. Public service credit shall not apply to any other supplemental benefit. Employee(s) affected by this policy will have the responsibility of providing certification as to previous public sector service. Adopted by Action of the City Council July 7, 1997 Revised 6/99, 7/10 20 243 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 16 HOUSING ASSISTANCE PROGRAM Housing assistance maybe offeredto the department heads pursuant to Resolution No. 99-070 as amended. Adopted by Action of the City Council July 7, 1997 Revised 7/99, 7/10 21 244 City of Cupertino UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM Policy No. 17 VISION INSURANCE –EMPLOYER CONTRIBUTION It is the policy of the City of Cupertino to provide vision insurance under which employees and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees. The premium cost for the insurance provided by the City shall not exceed $14.36per month per employee. Enrollment in the plan or plans made available pursuant to this policy shall be in accordance with the provisions of the contract between the City andcarrier or carriers providing vision insurance coverage, Adopted by Action of the City Council July 1997 Revised 7/99, 6/02, 6/03, 7/10 22 245 City of Cupertino Listing of Unrepresented Classifications by Salary Rate or Pay Grades City Council and Planning Commission Compensation Effective July 1, 2010 23 246 CITY OF CUPERTINO CLASSES AND POSITIONS/CITY COUNCIL AND PLANNING COMMISSION EFFECTIVE JULY 1, 2010 The salaries, wages or rates of pay for those officers and employees whose positions are exempt under the provisions of the Cupertino Municipal Code, and members of the City Council and Planning Commission, are set forth below. Only the City Council can modify these rates. ClassificationStep 1Step 2Step 3Step 4Step 5 City Manager$18,795 Director of Administrative Services$12,286$12,901$13,546$14,223$14,934 Director of Community Development$11,549$12,127$12,733$13,370$14,038 Director of Parks and Recreation$11,549$12,127$12,733$13,370$14,038 Director of Public Works$12,536$13,163$13,821$14,513$15,238 Members of the City Council$730.24/month Members of the Planning Commission$50.00/meeting (maximum $200.00/month) EFFECTIVE JULY 1, 2011 ClassificationStep 1Step 2Step 3Step 4Step 5 City Manager$18,983 Director of Administrative Services$12,409$13,030$13,681$14,365$15,084 Director of Community Development$11,665$12,248$12,860$13,503$14,179 Director of Parks and Recreation$11,665$12,248$12,860$13,503$14,179 Director of Public Works$12,662$13,295$13,960$14,658$15,391 Members of the City Council$730.24/month Members of the Planning Commission$50.00/meeting (maximum $200.00/month) 24 247 CITYOF CUPERTINO CLASSES AND POSITIONS BY PAY GRADE MANAGEMENT CLASSIFICATIONS EFFECTIVE JULY 1, 2010 ClassificationStep 1Step 2Step 3Step 4Step 5 Assistant Director of Public Works -Eng$9,967$10,465$10,988$11,538$12,115 Assistant Director of Public Works-Mtc$9,514$9,989$10,489$11,013$11,564 Building Official$9,099$9,554$10,032$10,534$11,060 City Architect$9,099$9,554$10,032$10,534$11,060 Capital Improvement Program (CIP) Manager$9,099$9,554$10,032$10,534$11,060 City Clerk$7,716$8,102$8,507$8,932$9,379 City Planner$9,099$9,554$10,032$10,534$11,060 Environmental Affairs Coordinator$7,601$7,981$8,380$8,799$9,239 Environmental Programs Manager$7,601$7,981$8,380$8,799$9,239 Finance Director$9,099$9,554$10,032$10,534$11,060 Human Resources Director$9,099$9,554$10,032$10,534$11,060 Information Technology Manager$8,802$9,243$9,704$10,190$10,699 Park Planner$9,099$9,554$10,032$10,534$11,060 Public and Environmental Affairs Director$8,802$9,243$9,704$10,190$10,699 Public Works Project Manager$7,716$8,102$8,507$8,932$9,379 Public Works Supervisor$6,943$7,290$7,655$8,037$8,439 Recreation Supervisor$6,785$7,124$7,480$7,854$8,247 Redevelopment/Economic Development Mgr$9,099$9,554$10,032$10,534$11,060 Senior Civil Engineer$9,099$9,554$10,032$10,534$11,060 Senior Recreation Supervisor$7,480$7,854$8,247$8,659$9,092 EFFECTIVE JULY 1, 2011 ClassificationStep 1Step 2Step 3Step 4Step 5 Assistant Director of Public Works -Eng$10,066$10,570$11,098$11,653$12,236 Assistant Director of Public Works -Mtc$9,609$10,089$10,594$11,124$11,680 Building Official$9,190$9,650$10,132$10,639$11,171 City Architect$9,190$9,650$10,132$10,639$11,171 Capital Improvement Program (CIP) Manager$9,190$9,650$10,132$10,639$11,171 City Clerk$7,793$8,183$8,592$9,021$9,472 City Planner$9,190$9,650$10,132$10,639$11,171 Environmental Affairs Coordinator$7,677$8,061$8,464$8,887$9,332 Environmental Programs Manager$7,677$8,061$8,464$8,887$9,332 Finance Director$9,190$9,650$10,132$10,639$11,171 Human Resources Director$9,190$9,650$10,132$10,639$11,171 Information Technology Manager$8,890$9,335$9,802$10,291$10,806 Park Planner$9,190$9,650$10,132$10,639$11,171 Public and Environmental Affairs Director$8,890$9,335$9,802$10,291$10,806 Public Works Project Manager$7,793$8,183$8,592$9,021$9,472 Public Works Supervisor$7,012$7,363$7,731$8,118$8,524 Recreation Supervisor$6,852$7,195$7,555$7,933$8,329 Redevelopment/Economic Development Mgr$9,190$9,650$10,132$10,639$11,171 Senior Civil Engineer$9,190$9,650$10,132$10,639$11,171 Senior Recreation Supervisor$7,555$7,933$8,329$8,746$9,183 25 248 CITY OF CUPERTINO CLASSES AND POSITIONS BY PAY GRADE CONFIDENTIAL CLASSIFICATIONS EFFECTIVE JULY 1, 2010 ClassificationStep 1Step 2Step 3Step 4Step 5 Accountant$6,076$6,380$6,699$7,034$7,386 Accounting Technician$5,638$5,920$6,216$6,527$6,853 Administrative Assistant$5,062$5,315$5,581$5,860$6,153 Community Relations Coordinator$5,842$6,134$6,441$6,763$7,101 Deputy City Clerk$5,062$5,315$5,581$5,860$6,153 Executive Assistant to the City Attorney$5,538$5,815$6,106$6,411$6,731 Executive Assistant to the City Manager$5,538$5,815$6,106$6,411$6,731 GIS Coordinator$5,841$6,133$6,440$6,762$7,100 Human Resources Analyst$6,076$6,380$6,699$7,034$7,386 Human Resources Technician$5,638$5,920$6,216$6,527$6,853 I.T. Assistant$4,623$4,854$5,097$5,352$5,620 Network Specialist$5,842$6,134$6,441$6,763$7,101 Web Specialist$5,841$6,133$6,440$6,762$7,100 EFFECTIVE JULY 1, 2011 ClassificationStep 1Step 2Step 3Step 4Step 5 Accountant$6,137$6,444$6,766$7,104$7,460 Accounting Technician$5,695$5,979$6,278$6,592$6,922 Administrative Assistant$5,113$5,368$5,637$5,919$6,215 Community Relations Coordinator$5,900$6,195$6,505$6,830$7,172 Deputy City Clerk$5,113$5,368$5,637$5,919$6,215 Legal Services Manager$5,593$5,873$6,167$6,475$6,799 Executive Assistant to the City Manager$5,593$5,873$6,167$6,475$6,799 GIS Coordinator$5,899$6,194$6,504$6,829$7,171 Human Resources Analyst$6,137$6,444$6,766$7,104$7,460 Human Resources Technician$5,695$5,979$6,278$6,592$6,922 I.T. Assistant$4,669$4,903$5,148$5,405$5,676 Network Specialist$5,900$6,195$6,505$6,830$7,172 Web Specialist$5,899$6,194$6,504$6,829$7,171 26 249 PUBLIC WORKSDEPARTMENT CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3354www.cupertino.org CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject Stevens Creek Corridor Park and Restoration Phase 2 –Amenddesign services agreement. Recommended Action Adopt a resolutionauthorizing the City Manager to negotiate and execute an amendment to the agreement with SSA Landscape Architects for design services for Stevens Creek Corridor Park and Restoration Phase 2, Project 9134. Discussion The City Council reviewed designelements,funding and authorized grant applications for Stevens Creek Corridor Park and Restoration Phase 2 in January,March, Apriland May2011. The City Council authorized proceeding with design work on January 18, 2011and authorized a design services agreement with SSA Landscape Architects(SSA)not to exceed $200,000. On May 17, 2011the City Council authorized design work to continue. In June 2011, as part of the 2011-12 Capital Improvement Program, the City Council approved a project budget of $1,400,000for the design phase. The balance of the overall project budget and construction funding is plannedfor inclusionin the 2012-13capital program. From early 2010 throughspring 2011, preliminary work by SSA’s team totaling $80,000 was completed. This work addressed initial concepts, grant-related design and evaluation of creek restoration alternatives. A new agreement was initiated in summer 2011 based on the reviews and actions noted above. Schematic designunder the current agreementis now completefor fees totalingapproximately$110,000.This amount included a significant portion for subconsultant hydrologic support and for development and analysis of several alignment alternatives. Staff recommends amending the current design services agreement to add scope and funding for the remaining design work to continuetobid phase.The design team’s tasks includelandscape architectural and civil, hydrological,electricaland geotechnical engineeringservices. Staff recommendsthat the City Council authorize the City Manager to execute an amendment to the existing agreement. The amendment will addwork scope for remaining design phase tasks,for a totalcontract fee not to exceed $380,000(inclusive of the schematic design cost) plusan additional services allowance not to exceed $38,000. The fee is deemed appropriate for the services to be provided. 250 Sustainability Impact Design and implementation of the Stevens Creek Corridor Park and Restoration Phase 2 project will support the city’s sustainability goals. Fiscal Impact: Funding is available in theStevens Creek Corridor Park and Restoration, Phase 2, Project budget. _____________________________________ Prepared by:Gail Seeds, Park Restoration and Improvement Manager Reviewed by:Timm Borden, Director of Public Works Approved for Submission by:David W. Knapp, City Manager Attachments A–Resolution B–Area Map 251 ATTACHMENT A RESOLUTION NO. 12- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING THE CITY MANAGER TO NEGOTIATE AND EXECUTE AMENDMENT NO. 1 TO THE AGREEMENTBETWEEN THE CITY AND SSA LANDSCAPE ARCHITECTS FOR DESIGN SERVICES FOR THE STEVENS CREEK CORRIDOR PARK AND RESTORATION PHASE 2PROJECT WHEREAS, on January 18, 2011 the City Council authorized execution of anagreement between the City of Cupertino and SSA Landscape Architects for professional design services for Stevens Creek Corridor Parkand Restoration Phase 2; and WHEREAS, Amendment No. 1 to the agreement will allow continuation of landscape architectural and engineering design and the completion of bid documentsfor the Stevens Creek Corridor Park and Restoration Phase 2 Project, extend the term of the current agreement dated August 24, 2011 to June 30, 2013, provide additional funding for design and engineeringservices fora new total not to exceed $380,000, and providean additional amount of $38,000 for additional services which may be approved as necessary by the Director of Public Works, for a total contract amount not to exceed $418,000. NOW, THEREFORE, BE IT RESOLVED THAT the City Council of the City of Cupertino hereby authorized the City Manager to negotiate and execute Amendment No. 1 tothe agreement with SSA Landscape Architects. PASSED AND ADOPTED at a regularmeeting of the City Council of the City of Cupertino this 17thday of January, 2012,by the following vote: VoteMembersoftheCityCouncil AYES: NOES: ABSENT: ABSTAIN: ATTEST:APPROVED: _________________________________________________ Grace Schmidt,Acting City ClerkMark Santoro,Mayor 252 & RESTORATION PHASE 2 STEVENS CREEK CORRIDOR PARK on-street parking PUBLIC WORKSDEPARTMENT CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3354www.cupertino.org CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject Tract Map, Habitat for Humanity, Silicon Valley, a California Non-Profit Organization, 20630 Cleo Avenue. Recommended Action Adopt Resolution. Description A resolution approving a Tract Map that subdivides an approximately 13,213 square foot parcel into six parcels consisting of 4 residential lots and two common lots, ranging in size from 1,432 to 5,234square feet in area. Discussion The subject parcel is located at the eastern end of CleoAvenue, APN 362-31-004. On July 5, 2011, the tentative map forthe Habitatfor Humanity –Cleo Avenue subdivision was presented to the City Council and was approved unanimously. The tract map being presented substantially conforms to the approvedtentative map. Subdivision improvements includeconstruction of a new driveway approach on Cleo Avenue and allnewutility services to the property be installed underground. Onsite storm water improvements have been required, and consist of grass swales and a dry well. These facilities will allow for a portion of the onsite storm water to infiltrate into the ground, andthus reduce potential impacts from storm drainage runoff to the City storm drain system.The two common lots withinthe subdivision consist of a private parking area in the front, and an outdoor lawn area in the rear. ____________________________________ Prepared by: Chad Mosley, Associate Civil Engineer Reviewed by:Timm D. Borden, Directorof Public Works Approved for Submission by:David W. Knapp, City Manager Attachments: A–Draft Resolution B–Area Map C–Tract Map 254 ATTACHMENT A RESOLUTION NO. 12- A RESOLUTION OFTHE CITY COUNCIL OF THE CITY OF CUPERTINO APPROVING A TRACTMAP, HABITAT FOR HUMANITY,SILICON VALLEY, , A CALIFORNIA NON-PROFIT ORGANIZATION20630 CLEOAVENUE, APN 362-31-004 WHEREAS, there has been presented to the City Council for approval and for authorization to record tractmap located at 20630 CleoAvenue, NOW, THEREFORE, BE IT RESOLVED THAT a.Said tract map is hereby approved. b.The City Engineer and the City Clerk are hereby authorized to sign said tractmap. PASSED AND ADOPTED at the regular meeting of the City Councilof the City of Cupertino this 17thday January, 2012, by the following vote: VoteMembersoftheCityCouncil AYES: NOES: ABSENT: ABSTAIN: ATTEST:APPROVED: _________________________________________________ Grace Schmidt, Acting City ClerkMark Santoro, Mayor 255 ATTACHMENTB 1177 1168 7371 7367 7375 7381 7363 7328 7326 7322 ¯ Subject:TractMap,HabitatforHumanity,SiliconValley,aCaliforniaNon-ProfitOrganization,20630CleoAvenue. 7320 RecommendedAction:AdoptResolutionNo.12-______. 7318 7316 7312 256 OFFICE OF THE CITY CLERK CITY HALL 10300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3223 www.cupertino.org CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject Resignationof Library Commissioner Ron Miller Recommended Action Accept resignationanddirect staff to set the following deadlines: Application deadline: Friday, January 27, 4:30 p.m., in the City Clerk’s Office Interviews: Tuesday, February 7, 5:30p.m., Conference Room A Discussion Cupertino Resolution No. 10-048states that unscheduled vacancies shall be handled in the following manner: The notice of unscheduled vacancy shall be posted no earlier than 20 days before nor later than 20 days after the vacancy occurs, and at least 10 working days before appointment. The notice of unscheduled vacancy must be posted in the Office of the City Clerk, at the City Hall bulletin board, at the Cupertino Library, and in other places designated by the City Clerk The vacancy noticewasposted onJanuary 9and must remain posted for at least 10 working days. This does not leave enough time to post and accept applications to include candidates in the Annual Commission interviewsalready scheduled for Jan. 23 and 24. _____________________________________ Prepared by: Grace Schmidt, Acting City Clerk Reviewed by: Carol Atwood, Administrative Services Director Approved for Submission by:David W. Knapp, City Manager Attachments: Staff report A. Resignation email 259 260 OFFICE OF THE CITY CLERK CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3223 www.cupertino.org CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject Seventh Amendment to the Agreement between Santa Clara County and the City of Cupertino for Abatement of Weeds. Recommended Action Adopt the draft resolution authorizing execution of the agreement. Discussion The Santa Clara County Agricultural Commissioner provides hazardous vegetation management services (weed abatement) to local jurisdictions in order to address the issue of public fire safety in a cost-effective manner. Chapter 9.08 of the Cupertino Municipal Code requires property owners to remove or destroy weeds on their property. The weed abatement process is in place to notify the property owners of this responsibility, authorize the County to remove the weeds if the property owner doesn’t, and allow the County torecover the costs of abatementby putting a lien assessment on the respective properties to allow the County to recover the cost of weed abatement. In December of each calendar year, the County gives the City a list of all the fees and costs associated with the weed abatement program. This Seventh Amendment allows the County to recover all fees and costs associated with weed abatement services unless the City holds a hearing within 60 days of receipt of the list declining to accept any fee or cost in the itemized report. If the City chooses to not accept any fee or cost in the list, the County will be relieved of all obligations to perform the services under the agreement for that particular weed abatement season. _____________________________________ Prepared by: Grace Schmidt, Acting City Clerk Reviewed by:Carol Atwood, Administrative Services Director Approved for Submission by:David W. Knapp, City Manager Attachments: Staff Report A. Draft Resolution B. Seventh Amendment 261 RESOLUTION NO. 12- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AUTHORIZING EXECUTION OF SEVENTHAMENDMENT TO THE AGREEMENT BETWEEN SANTA CLARA COUNTY AND THE CITY OF CUPERTINO FOR ABATEMENT OF WEEDS WHEREAS, there has been presented to the City Council a proposed Seventh Amendment to the Agreement between Santa Clara County and the City of Cupertino for the abatement of weeds; and WHEREAS, the terms, conditions and provisions of the agreement have been reviewed and approved by the Director of Administrative Services and the City Attorney. NOW, THEREFORE, BE IT RESOLVEDthat the City Council of the City of Cupertino hereby approves the aforementioned agreement and authorizes the City Managerto execute said agreement on behalf of the City of Cupertino. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 17thday of January, 2012, by the following vote: VoteMembers of the City Council AYES: NOES: ABSENT: ABSTAIN: ATTEST:APPROVED: ___________________________________________________________ Grace Schmidt, Acting City ClerkMark Santoro, Mayor, City of Cupertino 262 PUBLIC WORKSDEPARTMENT CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3354www.cupertino.org CITY COUNCIL STAFF REPORT Meeting:January 17, 2012 Subject Ordinance amending Chapter 9.18 (Stormwater Pollution Prevention and Watershed Protection). Recommended Action Conduct second reading and enact Ordinance No. 11-2088: "An Ordinance of the City Council of the City of Cupertino amending Chapter 9.18 (Stormwater Pollution Prevention and Watershed Protection) of the Cupertino Municipal Code to specify the legal authority and implement the requirements in the City’s stormwater permit." Discussion All aspects of the proposed Cupertino Municipal Code Section 9.18were approved by Council during the firstreading on November 15, 2011. The following summarizesrevisions to Chapters 9.18 of the Cupertino Municipal Code: Administrative Language is replaced or added tocomply withMRPrequirements for developers of new or redevelopedproperties to manage stormwater runoff from their site, by providing treatment, implementing best management practices, andcontrolling stormwater dischargesso that such discharges do not threaten the environmental healthof local natural water bodies orthe public. Languageis added whichprovidesfor the enforcement of stormwater discharge regulationsthrough the City’s administrative citation process, as well as other enforcement mechanisms. Litter Reduction Amajor component of the City’s permit todischarge stormwater to local creeksis the requirement of the City to submit a 40% litter reduction plan to the State Water Board by February 1, 2012 and thereafter to demonstrate the control and decrease of litter and debris by 40% as of July 1,2014 and 70% in 2017. All litter generated within the City that could potentially reach the City’s stormwater drainage system or local creeks is now mandated to be the City’s responsibility to control, manage and (by 2022) to eradicate (at a100% reduction level).The City must demonstrate this compliance through the timely implementation of management measures and controls.(MRP Provision C.10.) (CMC 9.18.115) One of theproposed ordinance changes wouldrequire privatedevelopment to install trash capturedevices at the siteto intercept and contain trash before it reaches the 263 City’sstormwater drainagesystem. The MRPdoesnotspecifically require new development to install thesedevices; however,it does require the City to achieve these litter reduction targets.For this reason,the requirement that developers install trash capture devices instorm drain inlets on private commercial property if theyconnect to the City’s storm drainage systemis recommended as one component ofthe City’s planto achieve itslitter reduction percentageby the required deadlines.Additionaltrash and litterreduction measures will be necessary if the Cityis to meetitsfirst 40% reduction oflitter by July 1, 2014. Sustainability Impact The new MRP requirements mandate the reductionor elimination ofrunoff from new and redevelopedsitesby infiltrating stormwaterinto thegroundor capturing rainwater for reuse. The premise is that undisturbed,permeable land absorbsand infiltrates stormwater, providing treatment and preventing high-flowdamage to natural creeks.By contrast, impermeable surfaces such as buildings, roads, walkways, drivewaysand other hardscapegenerally prevent the natural, cleansing rainwater infiltration process which recharges our groundwater. Impermeable surfaces contribute to potentially unmanageable amounts ofpollutant-carrying stormwater to run off to local creeks and the baywithoutany treatment and potentially causing flooding and damage to creeks. Fiscal Impact New and expanded requirements areexpected to cost developers no more than2% of overall project costs. City capital projects are held to the same permit criteria and cost impacts are expected to be the same. The primary impact of the expandedrequirements for treatment and retention of stormwater onsite atsmaller projects (5,000 sq ft of impervious surfaceadded or replaced for special land use categories, i.e. auto service facilities, retail gasoline outlets, restaurantsand uncovered parking lots,which lowerstheprevious threshold of 10,000 sq ft)will be on new development and capital improvement projects.Developers and local governmentshave been workingwith mostof these requirements since the first set of regulations wentinto effect in 2003.Since the new MRP, which wasissued jointly to all Bay Area counties,has introducedstandards and consistencybetween the cities,developers and contractors will be aware that the requirements do not changefrom county to countyamongthe 77 agencies that are permitted by the State to discharge stormwater to San Francisco Bay. _____________________________________ Prepared by:Cheri Donnelly, Environmental Programs Manager Reviewed by:Timm Borden,Director of Public Works Approved for Submission by:David W. Knapp, City Manager Attachments: A.Draft Ordinance 11-2088 264 ATTACHMENT A AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AMENDING CHAPTER 9.18 (STORMWATER POLLUTION PREVENTION AND WATERSHED PROTECTION) OF THE CUPERTINO MUNICIPAL CODE TO PROVIDE THE LEGAL AUTHORITY AND IMPLEMENT THE REQUIREMENTS INTHE CITY’S STORMWATER PERMIT THE CITY COUNCIL OF THE CITY OF CUPERTINO DOES HEREBY ORDAIN AS FOLLOWS: Section 1.. Code AmendmentChapter 9.18 of the Cupertino Municipal Code is hereby amended to read as follows: CHAPTER 9.18:STORMWATER POLLUTION PREVENTION AND WATERSHED PROTECTION 9.18.010Purpose of Chapter. The U.S. Environmental Protection Agency has identified urban stormwater runoff as theleading cause of water pollution in the United States.Section 402(p) of the federal Clean Water Act, as amended by the Water Quality Act of 1987, requires National Pollution Discharge Elimination System (NPDES)permits for stormwater discharges from municipal separate storm sewer systems (MS4s), stormwater discharges associated with industrial activity (including construction activities), and designated stormwater discharges, which are considered significant contributors of pollutants to waters of the United States. As a result, the California Regional Water Quality Control Board, San Francisco Bay Region has issued a Municipal Regional Stormwater Discharge NPDES permit to the City of Cupertino and to seventy-sixother agenciesand entitiesthat discharge stormwater runoff to San Francisco Bay. This MunicipalRegionalStormwater NPDESPermitrequires that the City of Cupertino implement a Stormwater Management Program to prevent exceedances of water quality objectives and ensure that discharges do not cause, threatento cause,or contribute to water quality impairmentof watersof the State, specifically local waterways and San Francisco Bay. The purpose of this chapter isto provide regulations and give legal effect to certain requirements of the Municipal Regional Permit issued to the City of Cupertino on October 14, 2009(Effective December 1, 2009),and to ensure ongoing compliance with themost recentversion of the City of Cupertino’s NPDES permitregarding municipal stormwater and urban runoff requirements. This chapter shall apply to all water entering the storm drain system generated on any private, public, developed and undeveloped lands lying within the City. This chapter shall be construed to assure consistency with the requirements of the Clean Water Act and Porter-Cologne Act and any applicable implementing regulations, as they exist at the time of enactment or as later amended. Enactment of this chapter falls within thegoals stated inthe City’s General Plan, sections5-32 through 5-37 (Urban Runoff Pollution) and the scope of the City of Ordinance_9-18_Clean Copy1 265 Cupertino police powers to protect the health, safety, and welfare of its residents.Nothing in this chapter is intended to preclude more stringent federal or state regulation of any activity covered by this chapter. 9.18.015Administration. This chapter shall be administered by the Director of Public Works. Any powers granted to or duties imposed upon this individual to administer, implement and enforce the provisions of this chapter may be delegated to other City personnel. 9.18.020Definitions. For the purposes of this chapter, the following words and phrases shall have the meanings ascribed to them by this section, unless the context or the provision clearly requires otherwise.Words and phrases not defined in this chapter shall have the definitions set forth in the Municipal Regional Permit or by the regulations implementing the National Pollutant Discharge Elimination System, Clean Water Act Section 402, and Division 7 of the California Water Code, as they currently exist or may be amended. 1.“Applicant.” Any person, firm, or governmental agency who executes the necessary forms to procure official approval of a project or a permit to carry out construction of a project. 2."Applicable site."Any site that could reasonably be considered to cause or contribute to pollution of stormwater runoff. This definition includes but it not limited to pollutant sources associated with outdoor process and manufacturing areas, outdoor material storage areas, outdoor waste storage and disposal areas, outdoor vehicle and equipment storage and maintenance areas, outdoor parking areas and access roads, outdoor wash areas, outdoor drainage from indoor areas, rooftop equipment, contaminated and erodible surface areas, and other sources determined to have a reasonable potential to contribute to pollution of stormwater runoff. 3.“Authorized enforcement official.”The director of public works or the director’s designees. 4.“Best management practice.” (“BMP”)Astructural device, measure, facility, or activity that helps to achieve stormwater management control objectives at a Regulated Project or applicable site. BMPs include, but are not limited to the following: secondary containment for storage receptacles; rock entrances at construction site exits; timers on sprinklers and berms and filter fabrics protecting storm drain inlets.“Maintenance of a best management practice or stormwater treatment system.”Periodic action taken to maintain the as-designed performance of best management practice or stormwater treatment system, and includes, but is not limited to, repairs as necessary and replacement of the best management Ordinance_9-18_Clean Copy2 266 practice or stormwater treatment system by an equally effective or more effective best management practice or stormwater treatment system. 5."Bio-retention area."Landscaping features adapted to treat stormwater runoff on a development site. Surface runoff is directed into shallow, landscaped depressions. These depressions are designed withsoil mixtures and vegetation that incorporate many of the pollutant removal systems that operate in a natural ecosystem. If the subsurface soils will not allow for natural infiltration (e.g., heavy clay soil), the filtered runoff may be collected in a perforated underdrain in the area and returned to the storm drain collection systems. 6."CASQA."California Stormwater Quality Association. 7."CASQA Stormwater Best Management Practice Handbook."The four-volume set of handbooks for New and Redevelopment, Construction, Industrial and Commercial, and Municipal operations produced by CASQA and available at www.casqa.org. 8. “City.”All the territory lying within the municipal boundaries of the City of Cupertino, as presently existing, plus all territory which may be added thereto during the effective term of the ordinance codified in this chapter. 9.“Conditionally Exempt Discharge.” A categorization of non-stormwater discharges based on potential for pollutant content that may be discharged upon adequate assurance that the discharge contains no pollutants of concern at concentrations that will impact beneficial uses or cause exceedances of water quality standards. 10.“Construction.”Constructing, clearing, grading, or excavation that results in soil disturbance. Construction also includes structure demolition. Construction does not include routine maintenance to maintain original line and grade, hydraulic capacity, or original purpose of a facility, nor does it include emergency construction activities required to immediately protect public health and safety, interior remodeling with no outside exposure of construction material or construction waste tostormwater or mechanical permit work. 11. “Cooling system.”Thepipes, heat exchangers and other appurtenances used to convey cooling water in cooling towers, direct contact cooling systems and similar fixed cooling systems.Multiple units of a cooling water system serving a building or piece of equipment are considered as one system if the cooling water distribution system units are physically connected. 12.“Deemed complete.” The City reviews development applications within 30 days of submittal to determine whether all the required information has been provided and the application can be “deemed complete” and accepted.If the application submittal is incomplete, staff sends a letter to the applicant indicating that the application is “deemed incomplete” and lists the items needed to complete the application.If the Planning Ordinance_9-18_Clean Copy3 267 Division's written determination is not made within 30 days after receipt of the application, under State Law, it is deemed “complete” and staff proceeds with processing the application. 13."Detached single-family home project."The buildingof one single new house or addition and/or replacement of impervious surface to one single existing house, which is not part of a larger plan of development. 14.“Detention.”The temporary storage of storm runoff in a manner that controls peak discharge rates and provides some gravity settling of pollutants. 15.“Development.”Any construction, rehabilitation, redevelopment or reconstruction of any public or private project, or mass grading for anticipated construction. Development does not include routine maintenance to maintain original line and grade, hydraulic capacity or original purpose of a facility, nor does it include emergency construction activities required to protect immediately public health and safety. 16."Diligently pursuinga project" or "diligent pursuance of a project.”Any action taken by the project applicant to obtain the necessary approvals from the City, which may be demonstrated by the project applicant’s submittal of supplemental information to the original project application, plans, or other documents required for any necessary approvals. 17.“Director of Public Works.” The Director of Public Works and his or her duly authorized agents and representatives. 18.“Discharge.”When used as a verb, means to allow pollutants to directly or indirectly enterstormwater, or to allowstormwater or non-stormwater to directly or indirectly enter the storm drain system from an activity or operation. When used as a noun, “discharge” means the pollutants,stormwater or non-stormwater,that are discharged. 19.“Discharger.”Any person or entity engaged in activities or operations or owning facilities, which will or may result in pollutants enteringstormwater or the storm drain system. Discharger also means the owners of real property on which such activities, operations or facilities are located; provided, however, that a local government or public authority is not a discharger as to activities conducted by others in public rights-of-way. 20.“Easement.” A grant or reservation by the owner of land for the use of such land by others for a specific purpose or purposes, and which must be included in the conveyance of land affected by such easement. 21.“Enforcement Notice.” A notice provided to the responsible party and/or property owner to warn of impending or current enforcement actions imposed by the City for violations or threatened violations of the Municipal NPDES Stormwater Discharge permit or other provisions of this chapter. Enforcement notices include but are not limited to a notice of violation (NOV), a pre-citation warning notice, a pre-citation letter, or an administrative citation fine. Ordinance_9-18_Clean Copy4 268 22."Enforcement Response Plan."A plan established, maintained and revised as necessary by the Director of Public Works which contains guidelinesand criteriafor implementing consistent and escalating enforcementfor repeated violations of the same type from the same source. 23.“Engineer-of-Record.” The California Registered Professional Engineer who designs the stormwater treatment measures and develops the Stormwater Management Plan for a Regulated Project, as required by the Municipal Regional Permit. 24.“Existing conditions.” Refers to the conditions that exist on a site before the commencement of a land development project and at the time the City of Cupertino approves plans for the land development of a site. Where phased development or plan approval occurs (preliminary grading, roads and utilities, etc.), the existing conditions are considered those at the time before the first item being approved or permitted. 25.“Food service facility.” Any nonresidential establishment that uses or generates grease when preparing food. 26."Full trash capture" or a "full capture system or device."Any single device or series of devices that traps all particles retained by a 5 mm mesh screen and has a design treatment capacity of not less than the peak flow rate Q resulting from a one-year, one-hour storm in the sub-drainage area and as approved by the San Francisco Bay Regional Water Quality Control Board, Region 2. 27.“General permit.”An NPDES permit issued under Code of Federal Regulations Section 122.28 (40 CFR 122.28) authorizing a category of discharges under the Clean Water Act within a geographical area. 28.“Grease” Includes fats, oils, waxes, or other related constituents. Grease may be of vegetable or animal origin, including butter, lard, margarine, vegetable fats and oils, and fats in meats, cereals, seeds, nuts and certain fruits. Grease may also be of mineral origin, including kerosene, lubricating oil, and road oil. 29.“Grease removal device.” An interceptor, trap or other mechanical device designed, constructed and intended to remove, hold or otherwise prevent the passage of grease to the sanitary sewer. 30. “Hazardous material.”Any material, which because of its quantity, concentration, toxicity, corrosiveness, mutagenicity, flammability or physical, chemical or infectious characteristics may cause or significantly contribute to an increase in mortality or serious, irreversible or incapacitating illness, or pose a substantial present or potential hazard to human health or the environment when improperly treated, stored, transported or disposed of, or otherwise mismanaged. 31.“Hydromodification.”Changes to the storm water runoff characteristics of a watershed caused by changes in land use. Hydromodification can increase the velocity, volume, and duration of storm water runoff and intensify sediment transport.These changes increase the erosion potentialof the receiving watercourse. Problems resulting Ordinance_9-18_Clean Copy5 269 from hydromodification include channel scouring, bank undercutting, and channel widening and deepening, all of which adversely impact downstream habitats. 32.“Hydromodification management” (“HM”).The requirements for Regulated Projects that create or replace one acre or more of impervious surface and are not specifically excluded in the requirements of Provision C.3.g.ii and Attachment F for the Santa Clara County permittees, as adopted in the Municipal Regional Permit. A project that does not increase impervious surface area over the pre-project condition does not qualify as an HM project. The HM is designed to manage increases in the magnitude, volume and duration of runoff from new development and significant redevelopment projects in order to protect streams from increased potential for erosion or other adverse impacts. The HM contains management standards and performancecriteria for subject development which are incorporated into this chapter. 33.“Illegalconnection.”The connection of an unauthorized discharge conduit to a storm sewer or watercoursethrough or by which an illicit discharge may be discharged. 34.“Illicit discharge.”Any discharge to a storm drain system that is not composed entirely of stormwater except discharges pursuant to an NPDES permit, including categorically allowed discharges and conditionally exempted discharges noted in Provision C.15 of the Municipal Regional Permit. 35.“Impervious surface.” A surface composed of any material that significantly impedes or prevents the natural infiltration of water into soil.Impervious surfaces include, but are not limited to, rooftops, buildings, streets and roads, and concrete or asphalt surfaces. 36“Impervious surface area.”The ground area covered or sheltered by an impervious surface, measured as if from directly above. 37“Infiltration.”The process of percolatingstormwater or non-stormwater into the subsoil. 38.“Infiltration device."Any structure deeper than wide, with no underdrain,designed primarily to infiltrate (percolate) water into the subsurface and bypass the natural groundwater protection afforded by surface soil. The definition of stormwater infiltration device does not include any septic system or other waste water disposal system, any infiltration of water other than stormwater, Santa Clara Valley Water District percolation ponds, lined sumps and basins, or any naturally occurring body of surface water. (1)Examples of best management practices that are stormwater infiltration devices include, but are not limited to: A.Infiltration basins and trenches (including French drains); B.Infiltration and exfiltration trenches; Ordinance_9-18_Clean Copy6 270 C.Unlined retention basins (i.e., basins with no outlets); D.Unlined or open-bottomed vaults or boxes installed below grade that store stormwater allowing infiltration intosubsurface soils; E.Dry wells; and F.Injection wells. (2)The definition of infiltration device does not apply to the following best management practices that treat stormwater and then release it into a storm drain system: A.Media filtration devices. B.Underground detention system; C.Hydrodynamic devices; D.Water quality inlet filters; E.Contained and flow-through planter boxes; F.Roof gardens; G.Extended detention basin; H.Any device with an impermeable liner and underdrain/outfall to the storm drain. 39."In-lieu fees."The monetary amount necessary to provide both hydraulically- sized treatment in accordance with numeric sizing (MRP Provision C.3.d)and LID treatment measures of an equivalent quantity of stormwater runoff and pollutant loading and a proportional share of the operation and maintenance costs of the Regulated Project. 40.“Irrigationor landscape irrigation.”The artificial application of water to the land, landscaping or soil,used to assist in establishing vegetation, maintenance of landscape (e.g. wateringof lawn), growing of agricultural crops and revegetation of disturbed soils in dry areas and during periods of inadequate rainfall. 41.“Land development activities.” Those actions or activities that comprise, facilitate, or result in land development. 42.“Land disturbance activity.”Any activity that moves soils or substantially alters the pre-existing vegetated or man-made cover of any land including, but not limited to, Ordinance_9-18_Clean Copy7 271 grading, digging, cutting scraping, stockpiling or excavating of soil; placement of fill materials; paving, pavement removal, exterior construction; substantial removal of vegetation where soils are disturbed including, but not limited to, removal by clearing or grubbing or any activity which bares soil or rock or involves streambed alterations or diversion or piping of any watercourse. Land disturbance activity does not include routine maintenance to maintain original line and grade, hydraulic capacity, or the original purpose of the facility, nor does it include emergency construction activities required to protect public health and safety. 43.“Land owner” or “Property Owner.”The holder of legal title to the land, and other persons or entities who exercise control over a land development project pursuant to rights granted in a purchase agreement, joint venture agreement, development agreement, or long-term lease 44.“Landscape.”As it is used in this chapter, landscape may be, but is not limited to, gardenareas,lawn, turf, trees, hedges, vegetated areas,planting areas, rain gardens, native vegetation, existing wildland,and open spaces with permeable ground. 45.“Low Impact Development”(“LID”).An approach to new and redevelopment designs to reduce runoff and mimic a site’s predevelopment hydrology by minimizing disturbed areas and impervious cover, and promoting infiltration,storage,detainment, evapotranspiration, and/or the harvesting of stormwater runoff close to its source. LID techniques include both source control and site design measures and employ principles such as preserving and recreating natural landscape features and minimizing imperviousness. LID stormwater control measures include, but are not limited to, rain barrels, cisterns, green roofs, permeable pavement, and preserving undeveloped open space.LID principles treat stormwater as a resource, rather than a waste product that must be removed from the site. 46.“Maximum extent practicable.”Astandard for implementation of stormwater management programs to reduce pollutants in stormwater to the maximum extent possible, taking into account equitable considerations and competing facts including, but not limited to the seriousness of the problem,public health risks, environmental benefits, pollutant removal effectiveness, regulatory compliance, cost and technical feasibility. 47."Micro-detention."Aseries of multiple small stormwater detention areas that absorb or detain some or all of the stormwater runoff in a development site,by temporarily storing stormwater near where it falls as precipitation. Micro-detention is one of several Best Management Practices that can be used to treat or infiltrate stormwater or collect it for reuse at a development site and can include common landscaping features such as small garden areas, tree grates, perimeter hedges, and bio-retention areas such as rain gardens; it may also include non-vegetated areas such as sub- surface storage areas with regulated out-flow. 48.“Mobile Businesses.”Service providing businessesthat operate by travellingto customers or customer’s sites, rather than operating froma permanently fixed facility. Ordinance_9-18_Clean Copy8 272 Examples of mobile businesses with a potential to discharge non-stormwater discharges are, but are not limited to, automobile washing, vehicle oil changing, power washing, steam cleaning, and carpet cleaning. 49.“Municipal National Pollutant Discharge Elimination System (NPDES) Permit.” The Municipal Regional Stormwater National Pollution Discharge Elimination System permit issued to the City of Cupertino by the Regional Water Quality Control Board, San Francisco Bay Region, also termed the Municipal Regional Permit (MRP). All requirements in the Municipal Regional Permit are required and enforceable by the City. 50.“New development.”A land development activity on a previously undeveloped site. 51."Non-stormwater."Any discharge that is not composed entirely of stormwater. 52."Notice of Violation" ("NOV").An official written notice of noncompliance, issued to a discharger from the Directorof Public Works, which provides notification that a violation of this chapter has occurred, consistent with an Enforcement Response Plan written in accordance with permit requirements. 53.“NPDES.”As authorized by the Clean Water Act (CWA), the National Pollutant Discharge Elimination System (NPDES) Permit Program which controls water pollution by regulating sources that discharge pollutants into waters of the United States. The State Water Board establishes policies and regulations that help protect and restore the water quality in California,coordinates with and supports Regional Water Board efforts, and reviews Regional Water Board actions. The Regional Water Boards monitor and enforcethe plans, policies, and regulationsand issue the vast majority of NPDES permits,typically for a five-year term. 54.“Operation and maintenance agreement.”A written agreement providing for the long-term operation and maintenance of stormwater treatment measures at a site or with respect to a land development project, which when recorded in the deed records constitutes a restriction on the title to a site or other land involved in a land development project. 55. “Owner.”The legal or beneficialowner of a site, including but not limited to, a mortgagee or vendee in possession, receiver, executor, trustee, lessee or other person, firm or corporation in control of the site. 56."Permeable or Pervious surfaces."Surfaces such as pervious concrete, porous asphalt, unit pavers, and/or granular materials that allow water to infiltrate into subsurface soil. 57.“Permit.”The permit issued by the City of Cupertino to the applicant required for undertaking any land development activity. Ordinance_9-18_Clean Copy9 273 58.“Person.” Any person, firm, association, organization, partnership, business trust, joint venture, corporation or company, and includes the United States, the State of California, the County of Santa Clara, special purpose districts and any officer or agency thereof. 59.“Pollutant of Concern.” As described in theMunicipalRegionalPermit, pollutants of concern are, but are not limited to, sewage, industrial wastes, heavy metals, sediments from active or inactive construction sites, vehicle fluids, chlorine and chlorine compounds (including pool and spa water), synthetic organics (pesticides, herbicides, and PCBs), paints, solvents, trash, litter, cardboard, debris, rubbish, refuse, bark, sawdust, or other solid wastes. 60.“Redevelopment.”Any land-disturbing activitythat results in the creation, addition, or replacement of exterior impervious surface area on a site on which some past development has occurred. Redevelopment includes, but is not limited to the expansion of a building footprint; addition or replacement of a structure; replacement of impervious surface area that is not part of a routine maintenance activity; and land disturbing activities related to structural or impervious surfaces. Excluded are interior remodels; routine maintenance or repair, such as roof or exterior wall surface replacement; and pavement maintenance resurfacing within the existing footprint. 61."Regional project."Aregional or municipal project with sufficient capacity or credit to protect or enhance water quality and/or beneficial uses in a manner equivalent to or greater than the stormwater benefits that would have been provided from the installation of the required treatment measures at the subject project site. A regional project must discharge to or address the same receiving waters as the subject project site and must meet other Municipal Regional Permit conditions, such as requirements for the project completion date. 62.“Regulated Project.” Any project fitting a category description listed inProvision C.3.b.of the Municipal Regional Permit. 63."Riparian areas."An ecosystem that is the interface between dry land and a water body such as a creek, stream, river, lake, or marsh. Vegetation in riparian areas is characterized by a predominance of hydrophilic plants. 64.“Runoff.”The water from rain or irrigation that flows over the land surface and is not absorbed into the ground, instead flowing into streams or other surface waters or land depressions. 65.“Runon.”Water entering a specific location from elsewhere on or off a site. 66. “Sanitary sewage or sewage.”Water-carried wastes from residences, business property, institutions and industrial property excluding ground water, surface water, and storm waters. Ordinance_9-18_Clean Copy10 274 67.“Santa Clara ValleyUrban RunoffPollution Prevention Program.” (“SCVURPPP”) The Santa Clara Valley Urban Runoff Pollution Prevention Program is an association of thirteen cities and towns in the Santa Clara Valley, together with Santa Clara County and the Santa Clara Valley Water District.Program participants, referred to as Co- permittees, share a common Municipal Regional Permit to discharge stormwater to South San Francisco Bay. 68.“Secondary containment.”The level of containment external to and separate from the primary containment,designed as the first level of protection against accidental discharges or overflows from the primary containment. 69.“Sewer system or sanitary sewer system.”All sewers and other facilities for carrying, collecting, treating, and disposing of sanitary sewage. 70. “Site.”Any tract, lot or parcel of land or combination of tracts, lots, or parcels of land, which are in one ownership, or are contiguous and in diverse ownership where a development is to be performed as part of a unit, subdivision, or project. 71.“Site design measures.”Techniques designed to reduce the amount of runoff by decreasing the amount of impervious surface, infiltrating runoff into the soil and/or temporary detention. Examples of site design measures include directing runoff to landscaped areas, limiting the amount of impervious surface, and using permeable pavement. 72.“Source control measure.”ny schedule of activities, prohibitions of practices, A maintenance procedures, managerial practices or operational practices that aim to prevent stormwater pollution by reducing the potential for contamination at the source of pollution.Structural measures or nonstructural practices used to eliminate contact between rainfall and potential source of contamination. Examples include covered materials handling and vehicle washing areas, parking lot sweeping, and sewer clean-outs installed adjacent to new swimming pools. 73. "Special land use categories."Regulated Projects in the categories of (i) auto service facilities described in Standard Industrial Codes (SIC) 5013,5014, 5541, 7532, 5734 and 7536 through 7539; (ii) retail gasoline outlets; (iii) restaurants (5812); or (iv) uncovered parking lots that stand alone or are part of any development project, including the top uncovered portion of parking structures, unlessdrainage from the uncovered portion is connected to the sanitary sewer. 74.“Storm drainsystem.”The conveyance or system of conveyances, including roads with drainage systems, municipal streets, catch basins, curbs, gutters, ditches, manmade channels, or storm drains owned or operated by the City and used for the purpose of collecting, storing, transporting, or disposing of runoff. 75.“Stormwater.”Surface runoff and drainage associated with storm events. Ordinance_9-18_Clean Copy11 275 76. “Stormwater discharge.”Any discharge fromland that results or probably will result in a discharge into watercourses.The discharges represent a process whereby pollutants, debris and chemicals generated from various land uses accumulate on streets, construction sites, parking lots and other exposed surfaces and are washed off and carried away by stormwater runoff into watercourses. The major pollutants of concern in these discharges are heavy metals, sediments, petroleum hydrocarbons, organochlorine, pesticides and toxics. 77. “Stormwater Management Plan.” A document describing how existing runoff characteristics will be affected by a land development project and containing measures for preventing increased flood damage, streambank channel erosion and habitat and water quality degradation, while enhancing and promoting public health, safety and general welfare, in compliance with the provisions of this chapter. 78.“Stormwater Pollution Prevention Plan.”(“SWPPP”)A document identifying potential stormwater pollutant sources at a constructionor industrial site, the best management practices to be used to reduce these pollutants during and after construction and a description of required BMP monitoring. 79.“Stormwater Treatment”or “Stormwater TreatmentMeasure.” A constructed treatment system, or nonstructural practice designed to temporarily retain, infiltrate or otherwise store and/or treat stormwater runoff in order to remove pollutants, mitigate flooding, protect habitat, and provide other amenities. Stormwater treatment measures include site design, sourcecontrol, low impact development control measures and hydromodification management controls.Such processes include, but are not limited to filtration, gravity settling, media absorption, biodegradation, biological uptake, chemical oxidation and ultraviolet (UV) radiation. 80. “Threatened Discharge.”Acondition creating a reasonable probability that a discharge would contact or wouldeventually be transported to the storm drain system, guttersor surface waters, including floodplain areas. 81.“Unpolluted water.”Water to which no constituent has been added, either intentionally, accidentally, or through erosion, that would render the water unacceptable for disposal to storm or natural drainages or directly to surface waters. 82.“Vehicle fluid.”A liquid used in or drained from a motor vehicle.Vehicle fluids include, but are not limited to, gasoline, diesel fuel, motor oil, brake fluid, radiator fluid, hydraulic fluid, transmission fluid, windshield wiper fluid, and coolant. 83.“Vehicle service facility.” A commercial or industrial facility that conducts one or more of the following operations with respect to vehicles or components of vehicles: vehicle repair, fuel dispensing, vehicle fluid replacement, engine and parts cleaning, body repair, vehicle salvagingand wrecking, or vehicle washing. Ordinance_9-18_Clean Copy12 276 84.“Waste.”Sewage and soil from erosion and any and all other waste substances, liquid, solid, gaseous or radioactive, associated with human habitation, or of human or animal origin, or from any producing, manufacturing or processing operation of whatever nature, including waste placed within containers of whatever nature prior to, and for purposes of, disposal. 85.“Watercourse.”Any natural or artificial stream, river, creek, ditch, channel, canal, conduit, culvert, drain, waterway, gully, ravine or wash, in and including any adjacent area that is subject to inundation from overflow or flood water. 86.“Water quality impact.” Any deleterious effect on waters or wetlands, including their quality, quantity, surface area, species composition, aesthetics or usefulness for human or natural uses that are or may potentially be harmful or injurious to human health, welfare, safety or property, to biological productivity, diversity, or stability or which unreasonably interfere with the enjoyment of life or property, including outdoor recreation. 87. “Water Waste.”Outdoorwater intended for landscape irrigationor other beneficial uses,whichdue to overwatering, overspray,broken equipment,or any other inefficiency or malfunction,flowstoadjacentimpervious surfaces (walks, roadways, parking lots or other structures that prohibit ground infiltration) and is wastedasrunoff. 88.“Wet Waste Business". A business that produces food, organic and/or liquid wastes (collectively “wet waste”) which, if left out in the open as opposed to in a secured container, could create a public nuisance as well as a stormwater violation, is a wet waste business. Such businesses include, but are not limited to restaurants, grocery stores, produce markets and florists. 9.18.030Limitations on Point of Discharge. No person shall discharge any substance directly into a manhole or other opening in a City storm drainsystemother than through a City approved storm drain connection. 9.18.040Discharge into the Storm Drain Prohibited. A.It is unlawful to cause, allow, or permit to be discharged, any discharge not composed entirely of stormwaterto the storm drain systemor to surface waters or to any location whereitwould contact or eventually be transported to surface waters, including flood plain areas,unless specifically called out in the Municipal Regional Permit as an exempt or conditionally exempt discharge. B.It is unlawful to causeor allow discharges including, but not limited to pool water, carwash water, ongoing and large-volumelandscape irrigation water, sediment, stockpiled material,rubbish, refuse, bark, sawdust,solid wastesorhazardous materials to be deposited in such a manner or location as to constitute a threatened discharge into storm drains, gutters, or watercourses. Ordinance_9-18_Clean Copy13 277 C.It is unlawful to throw, deposit, leave, abandon, maintain or keep materials or wastes on public or private lands in a manner and place where they may result in a “threatened discharge”or an illicit discharge. D. Allowable discharges to the storm drain system shall not cause any impairment in the beneficial uses or quality of water of the state as defined in the California Water Code or any special requirements of the Regional Water Quality Control Board, San Francisco Bay Region or to injure or interfere with the operation of the State's watercourses.City may, from time to time, by resolution of the City Council adopt supplementary policies, rules and regulations on discharge into any storm drain or watercourse which shall have the same force and effect as ifset forth herein and for which the remedies herein for violation shall be applicable. E.Separately Permitted Dischargesregulated under a valid facility-specific NPDES permit or facility-specific Regional Water Quality Control Board waste discharge requirements permit,not including a state general permit, shall be regulated exclusively by the Regional Water Quality Control Board and are exempt from discharge prohibitions established by this chapter, provided compliance with all relevant permit conditionsis maintained to the satisfaction of the Board. Stormwater discharges at a facility with a facility specific permit which only addresses process discharges or non-stormwater discharges are not exempted. F.Categorically Allowed Discharges. The following unpolluted discharges are exempt from prohibitions of non-stormwater discharges: (1)Flows from riparian habitats or wetlands; (2)Diverted stream flows; (3)Flows from natural springs; (4)Rising ground waters; (5)Uncontaminated and unpolluted groundwater infiltration; (6)Pumped groundwater from drinking water aquifers; and (7)NPDES permitted discharges (individual or general permits). G.Conditionally Exempted Discharges. The dischargesidentified in the Municipal Regional Permit (Provision C.15.b, Conditionally Exempted Non- Stormwater Discharges)are conditionally exempt from the discharge prohibitions established by this chapterif dischargers develop and implement appropriate control measures to eliminate adverse impacts of such sources inaccordance with Ordinance_9-18_Clean Copy14 278 the tasks and implementation levels of each category of Provision C.15.b.i-viii. H.Exemptions Not Absolute. Any dischargecategory (exempt or conditionally exempt)that is a significant source of pollutant to waters of the United States shall be prohibited from entering the storm drain system, or shall be subjected to a requirement to implement additional best management practices to reduce pollutants in the discharge to the maximum extent practicable. Such prohibitions shall be effective ona schedule specified by an authorized enforcement official in a written notice to the discharger. The schedule may take into account the nature and severity of any effects caused by the discharge; and the time required to design, engineer, fund, procure, construct and make appropriate best management practices operational. I.Non-Stormwater Discharge. Thisprohibition shall not apply to any non- stormwater discharge permitted under an NPDES permit, waiver, or waste discharge order issued to the discharger and administered by the state of California under the authority of the Federal Environmental Protection Agency, provided that the discharger is in full compliance with all requirements of the permit, waiver, or order and other applicable laws and regulations. The authorized enforcement official may exempt in writing other non-stormwater discharges which are not a source of pollutants to the storm drain system upon approval by the Executive Officer of the San Francisco Bay Regional Water Quality Control Board. 9.18.060 Protection of Storm Drain from Accidental Discharge. Each person shall provide protection from accidental discharge of non-stormwaterinto any storm drain or watercourse. Measures to prevent accidental discharge of prohibited materials shall be provided and maintained at the user'sor property owner’sexpense. 9.18.070Accidental Discharge–Notification of Discharge. All persons shall notify the Director of Public Works immediately upon accidentally discharging pollutants of concern toenable countermeasures to be taken by the City to minimize damage to storm drains and the receiving waters.Initial notification shall be followed, within five (5) businessdays of the date of occurrence, by a detailed written statement describing the causes of the accidental discharge and the measures being taken to prevent future occurrences. Such notification will not relieve persons of liability for violations of this chapter or for any fines imposed on the City on account thereof under Section 13350 of the California Water Code, or for violation of Section 5650 of the California Fish and Wildlife Code, or any other applicable provisions of State or Federal laws. Ordinance_9-18_Clean Copy15 279 9.18.080Permitted Discharges Pursuant to Industrial and Construction Stormwater NPDES General Permits. A. The provisions of this chaptershall not prohibit any discharge with a valid NPDES permit issued to the discharger,provided compliance with all relevant permit conditions is maintained to the satisfaction of the Regional Water Quality Control Board. B. Any person subject to a State Industrial or Construction Stormwater NPDES General permit shall comply with all provisions of such permit. Proof of compliance shall be required in a form acceptable to the authorized enforcement officialprior to, or as a condition of, the approval of a subdivision map, site plan, building permit, development permit, grading permit or improvement plan, upon inspection of the facility and/or during any enforcement action. 9.18.090Stormwater Pollution Prevention Plan(SWPPP). A stormwaterpollution prevention plan (SWPPP) shall be prepared and made available at any constructionproject that is subject to the State Construction Stormwater NPDES General permit. The SWPPP shall be written by a Qualified SWPPP Developer, as definedin the current State NPDES Stormwater Construction General permit. At minimum, the SWPPP shall address the following six BMP categories to implement year- round, seasonally appropriate control measures:(1) erosion control, (2) run-onand runoff control, (3) sediment control, (4) active treatment systems, (5) good site management, and (6) non-stormwater management. 9.18.100Permanent Stormwater Measures RequiredFor Development and Redevelopment Projects. A.All applicants for permits pertaining to the planning, design, and construction of new development and redevelopment projects shall design and incorporate treatment measures to minimize both soluble and insoluble stormwater runoff pollution and to prevent increases in runoff flows for the life of the project. Projects incorporating these permanent stormwater treatment measures (BMPs) shall utilize guidance and standards from the current SCVURPPP C.3. Stormwater Handbook. Permanent treatment measures (BMPs) shall be designed accordingto the numeric sizing criteria in Provision C.3.d of the Permit. Any new and redevelopment projects that are subject to the City’s review and approval shall meet all requirements in Provision C.3. of the City’s Municipal Regional Stormwater NPDES Permit. B.Site Design and Source Control BMP Requirements.All development and redevelopment projects shall include permanent site design and source control BMPs in order to reduce the water quality impacts of stormwater runoff from the site for the life of the project. C.Stormwater Treatment Requirementsfor Regulated Development and Redevelopment Projects. Ordinance_9-18_Clean Copy16 280 1.In addition to site design and source control BMPs,Regulated Projects are required to design and implement permanent stormwater treatment measures (BMPs) sufficient to reduce the water quality impacts of stormwater runoff from the site for the life of the project. 2.Land development activities that are smaller than the minimum applicability criteria set forth in this Ordinance for RegulatedProjects arerequiredto design and implement stormwater treatment BMPs, if such activities are part of a larger common plan of development, even though multiple, separate and distinct land development activities may take place at different times on different schedules. 3.Regulated Development projects are all new development projects that create 10,000 square feet or more of impervious surface collectively over the entire project site, including commercial, industrial, residential housing subdivisions (e.g., detached single-family home subdivisions, multi-family attached subdivisions such as townhomes, condominiums and apartments), mixed-use, and public projects. This category includes development projects on public or private land that fall under the planning and building authority of the City. 4.Regulated Redevelopment projects are those that create and/or replace 10,000 square feet or more of impervious surface collectively over the entire project site, including commercial, industrial, residential housing subdivisions(e.g., detached single-family home subdivisions, multi-family attached subdivisions such as townhomes, condominiums and apartments), mixed-use, and public projects. Redevelopment is any land-disturbing activity that results in the creation, addition, or replacement of exterior impervious surface areas on a site on which some past development has occurred. This category includes redevelopment projects on public or private land that falls under the planning and building authority of the City. 5.Alterationsexceeding 50%. Where a development project results in an alteration of more than 50% of the impervious surface of a previously existing development that was not previously subject to the requirements of the prior NPDES Stormwater Permit (effective from 2002-2009), the entire project consisting of all existing, new and/or replaced impervious surfaces must be included in the treatment system design so that the stormwater treatment systems are designed and sized to treat stormwater from the entire redevelopment project. 6.Alterations equal to or less than 50%. Where a development project results in an alteration equal to or less than 50% of the impervious surface of a previously existing development that was not subject to the requirements of the prior NPDES Stormwater Permit (effective from 2002-2009), only the new and/or replaced impervious surface of the project must be included in the treatment design system so that the stormwater treatment systems are designed and sized to treat stormwater runoff from the new and/or replaced impervious surface of the project. 7.Exclusions. A detached single family home project that is not part of a larger plan of development, that incorporates appropriate pollutant source control and design measures and useslandscaping to treat runoff from roof and house associated impervious surfaces is specifically excluded from the requirements of this section. Ordinance_9-18_Clean Copy17 281 Other exclusions are: interior remodels and routine maintenance or repair (such as roof or exterior wall surface replacement or pavement resurfacing within the existing footprint). 8.Effective December 1, 2012, all development projectsthat require approvals and/or permits issued from the City,and which create and/or replace more than2500 square ft,but less than10,000 square ft of impervious surface, and detached single- family home projects, which create and/or replace 2,500 square feet or more of impervious surface, mustinstall one or more of the following site design measures (MRP Provision C.3.i): Direct roof runoff into cisterns or rain barrels for reuse. Direct roof runoff onto vegetated areas. Direct runoff from sidewalks, walkways, and/or patios onto vegetated areas. Direct runoff from driveways and/or uncovered parking lots onto vegetated areas. Construct sidewalks, walkways, and/or patios with permeable surfaces. Construct bike lanes, driveways, and/or uncovered parking lots with permeable surfaces. 9,Special land use categories—Regulated Projects a.Effective December 1, 2011, for projects that fall into one of the categories below, the impervious surface threshold (for classification as a Regulated Project subject to Provision C.3.) will be decreased from the current 10,000 square ft to 5,000 square ft. This change applies to new and redevelopment projects on publicand private land that fall under the jurisdiction of the planning and building authority of the City of Cupertino. These special land use categories represent land use types that may contribute more polluted stormwater runoffthan other projects. Regulation of these special land use categories at the lower impervious threshold of 5,000 square feet is considered the maximum extent practicable and is consistent with State Board guidance, court decisions, and other Water Board requirements. i.Auto service facilities, described by the following Standard Industrial Classification (SIC) Codes: 5013, 5014, 5541, 7532-7534, and 7536-7539; ii.Retail gasoline outlets; iii.Restaurants (SIC Code 5812); or iv.Uncovered parking lots that are stand-alone or part of any other development project. This category includes the top uncovered Ordinance_9-18_Clean Copy18 282 portion of parking structures unless drainage from the uncovered portion is connected to the sanitary sewer along with the covered portions of the parking structure. b.For redevelopment projects in the categories specified in Provision C.3.b.ii.(1)(a)(i)-(iv), specific exclusions are: i.Interior remodels; or ii.Routine maintenance or repair such as roof or exterior wall replacement or pavement resurfacing within the existing footprint of the structures. c.Alteration exceeding 50%. Where Regulated Project result in an alteration of more than 50% of the impervious surface of a previously existing development that was not previously subject to the requirements of the prior NPDES Stormwater Permit (effective from 2002-2009), the entire project, consisting of all existing, new and/or replacedimpervious surfaces, must be included in the treatment system to be designed and sized to treat stormwater runoff from the entire redevelopment project. d.Alteration equal to or less than 50%.Where a redevelopment project that is a special land use category results in an alteration is equal to or less than 50% of the impervious surface of a previously existing development that was not previously subject to the requirementsof the prior NPDES Stormwater Permit (effective from 2002-2009), only the new and/or replaced impervious surface of the project must be included in the treatment system design so that stormwater treatment systems are designed and sized to treat stormwaterrunoff from the new and/or replaced impervious surface of the project. e.Private projectsdeemed complete before December 1, 2009. For any private development project described in the special land use categories listed in CMC 9.18.100 C.9.a.,for which a planning application has been deemed complete before December 1, 2009, the lower 5,000 square feet impervious surface threshold for classification as a Regulated Project shall not apply, so long as the applicant is diligently pursuing the project. Diligentpursuance may be demonstrated by the project applicant's submittal of information to the original application, plans, or other document required for any approvals of the project by the City. If, during the time period between December 1, 2009 and December 1, 2011 for the 5,000 square feet threshold implementation date, the project applicant has not taken the actions needed to obtain the necessary approvals from Ordinance_9-18_Clean Copy19 283 the City, then the project will be subject to the lower 5,000 square feet threshold. f.Private project application deemed complete after December 1, 2009, but before December 1, 2011. For any private project in the categories specified in CMC 9.18.100 C. 9.a.with an application deemed complete as of December 1, 2009, the lower 5,000 square feet impervious surfacethreshold for definition as a Regulated Project shall not apply if the project applicant has received final discretionary approval for the project before December 1, 2011. g.Public projects. For public projects for which funding has been committed and construction is scheduled to begin by December 1, 2012, the lower 5,000 square feet of impervious surface threshold for classification as a Regulated Project shall not apply. 10.Regulated Road Projects. Any of the following types of road projects that create 10,000 square feet or more of newly constructed contiguous impervious surface and that fall under the building and planning authority ofthe Cityare Regulated Projects: a.Construction of new streets or roads, including sidewalks and bicycle lanes built as part of the new streets or roads. b.Widening of existing streets or roads with additional traffic lanes. i.Where the addition of traffic lanes results in an alteration of more than 50% of the existing street or road that was not subject toCMC chapter 9.18, only the new and/or replaced impervious surface of the project must be included in the treatment system design so that the stormwater treatment systems are designed and sized to treat stormwater from only the new traffic lanes. However, if the stormwater runoff from the existing traffic lanes and the added traffic lanes cannot be separated, any onsite treatment system must be designed and sized to treat stormwater runoff from the entire street. c.Construction of impervious trails that are greater than 10 feet wide or are creekside (within 50 feet of the top of bank). d.Specific exclusions to CMC Section 9.18.100 C.10a-c.are: i.Sidewalks built as part of new streets or roads and built to direct stormwater to adjacent vegetated areas. ii.Bicycle lanes that are built as part of new streets or roads, but are not hydraulically connected to new streets or roads and that direct Ordinance_9-18_Clean Copy20 284 stormwater to adjacent vegetated areas. iii.Impervious trails built to direct stormwater runoff to adjacent vegetated areas, or non-erodible permeable areas, preferably away from creeks or toward the outboard sides of levees. iv.Sidewalks, bicycle lanes, or trails constructed with permeable surfaces such as pervious concrete, porous asphalt, unit pavers, and granular materials. v.Caltrans highway projects and associated facilities. e.For any private road or trail project described in CMC Section 9.18.100 C.10 b or c for which a planning application was deemed complete before December 1, 2009, the requirements of this section shall not apply so long as the project applicant is diligently pursuing the project. Diligent pursuance may be demonstrated by the project applicant's submittal of supplemental information to the original application, plans, or other documents required for any necessary approvals of the project by the City. If the project applicant has not taken any action to obtain the necessary approvals from the City prior to December 1, 2011, the project will then be classified as a Regulated Project under this chapter. f.For any private road or trail project with an application deemed complete after December 1, 2009, the requirements of this section to classify the project as a Regulated Project under this chapter shall not apply if the project applicant has received final discretionary approval for the project before December 1, 2011. g.For any public road or trail project for which funding has been committed and construction is scheduled to begin by December 1, 2012, the requirements of this section to classify the project as a Regulated Project shall not apply. D.Hydromodification Management (HM) Requirements. 1.Requirement. Stormwater discharges from any HM project shall be designed and maintained so they shall not cause an increase (over the pre-project existing condition) in the erosion potential of the stream into which they flow. Increases in runoff flow and volume shall be managed so that post-project runoff shall not exceed estimated pre- project rates and durations, where such increased flow and/or volume is likely to cause increased potential for erosion of creek beds and banks, silt pollutant generation, or other adverse impacts on beneficial uses due to increased erosive force. All applicants are required to comply with the standards and performance criteria and requirements set forth in the HM requirements for Santa Clara Permittees as described in Provision C.3.g Hydromodification Management and Attachment F as adopted in the Municipal Regional Ordinance_9-18_Clean Copy21 285 Permit. A copy of the HM requirements may be obtained from the City’s Public Works Department. 2.Applicability. All new and redevelopment projects that create or replace one (1) acre or more of impervious surface shall implement the hydromodification management controls and standards per Provision C.3.g. of the Municipal Regional Permit. The following projects are exempt from HM compliance: a.Projects that do not create an increase in impervious surface over pre-project conditions. b.Projects located within areas that drain to non-earthen stream channels that are hardened on three sides and extend continuously upstream from the tidally influenced area. c.Projects that demonstrate, upon completion of stream-specific and modeling studies that are consistent with the method identified in the HM requirements in provision C.3.g and Attachment F of the Municipal Regional Permit and its supporting technical documents, that there will be no increase in potential for erosion or other adverse impact to beneficial uses to any state waters. d.Projects less than 1 acre and that are located in the HM applicable areas as depicted in the City’s HM maps are encouraged, but not required, to implement HM Requirements above. E. Site design measures for non-Regulated Projects.All new development and redevelopment projects subject to planning, building, development, or other comparable reviews by the City, butnot meeting the definition of Regulated Project are encouraged to use adequate site design measures that include minimizing land disturbance and impervious surfaces. These may include clustering of structures and pavement; directing roof runoff to vegetated areas, use of micro-detention, distribution of landscape-based stormwater detention, preservation of open space and/or restoration of riparian areas as project amenities FNo final building or occupancy permit shall be issued without the writtenapproval of theDirector of Public Works confirming that the requirements of this chapter have been satisfied. 9.18.110Design StandardsforPermanent Stormwater Treatment Measures. Treatment best management practices for Regulated Projects must meet at least one of the following hydraulic sizing design criteria: Ordinance_9-18_Clean Copy22 286 1.Volume Hydraulic Design Basis –Treatment systems whose primary mode of action depends on volume capacity shall be designed to treat stormwater runoff equal to: A.The maximized stormwater capture volume for the area, on the basis of historical rainfall records, determined using the formula and volume capture coefficients set forth in Urban Runoff Quality Management, WEF Manual of Practice No. 23/ASCE Manual of Practice No. 87, (1998), pages 175–178 (e.g., approximately the 85th percentile 24-hour storm runoff event); or B.The volume of annual runoff required to achieve 80 percent or more capture, determined in accordance with the methodology set forth in Section 5 of the California Stormwater Quality Association’s Stormwater Best Management Practice Handbook, New Development and Redevelopment (2003), using local rainfall data 2.Flow Hydraulic Design Basis –Treatment systems whose primary mode of action depends on flow capacity shall be sized to treat: A.10 percent of the 50-year peak flow rate; B.The flow of runoff produced by a rain event equal to at least two times the 85th percentile hourly rainfall intensity for the applicable area, based on historical records of hourly rainfall depths; or C.The flow of runoff resulting from a rain event equal to at least 0.2 inches per hour intensity 3.Combination Flow and Volume Design Basis –Treatment systems that use a combination of flow and volume capacity shall be sized to treat at least 80 percent of the total runoff over the life of the project, using local rainfall data. 4.Infiltration Treatment Measures.In order to protect groundwater from pollutants that may be present in urban runoff, treatment measuresthat function primarily as stormwater infiltration devices, with no underdrain, must meet, at a minimum, the followingstandards: A.Pollution prevention and source control best management practices shall be implemented at a level appropriate to protect groundwater quality at sites where infiltration devices are to be used. This standard includes a minimum of 2 feet of suitable soil to achieve a maximumof 5 inches per hour infiltration rate for the infiltration system. Infiltration devices shall not be placed in the vicinity of known B. contamination sites unless it has been demonstrated that increased Ordinance_9-18_Clean Copy23 287 infiltration will not: 1)increase leaching of contaminants from soil, 2) alter flow conditions affecting contaminant migration in groundwater,or 3)adversely affect remedial activities . C.Use of infiltration devices shall not cause or contribute to degradation of groundwater quality at applicable sites or of groundwater quality objectives. D.Infiltration devices shall be adequately maintained to maximize pollutant removal capabilities. The vertical distance from the base of any infiltration device to the E. seasonal high groundwater mark shall be at least10 feet, except that as to infiltration devicesconcerning land disturbance activities. A greater separation from the high groundwater mark may be required in accordance with best management practices. In locations whichare characterized by highly porous soils and/or a high groundwater table, thebest management practices approvals will be subject to a higher level of analysis (e.g., considering the potential for pollutants such as on-site chemical use, the level of pretreatment to be achieved, and similar factors in the overall analysis of groundwater safety) . Unlessstormwater is first treated by a means other than F. infiltration, infiltration devices shall not be employed for:areas of industrial orlight industrial activity; areas subject to high vehicular traffic (defined as25,000 or greater average daily traffic on main roadway or 15,000 or more average daily traffic on any intersecting roadway); automotive repair shops;car washes; fleet storageareas (e.g., bus, truck); nurseries; and other high threat to water quality land uses and activities as designated by the City. G.Infiltration Devices shall be located a minimum of250feetfrom any water supply wells and 100 feet from any septic systems or underground storage tanks with hazardous materials. In locations which are characterized by highly porous soils and/or a high groundwater table, best management practice approvals will be subject to a higher level of analysis that considers the potential for pollutants such as on-site chemical use, the level of pretreatment to be achieved, and similar factors in the overall analysis of groundwater safety. 9.18.115Trash Load Reductions to Storm Drain Collection System. A.All Regulated Projects must install full trash capture devices to collect litter and debris from their project site, prior to connecting to the Ordinance_9-18_Clean Copy24 288 City's storm drain collection system.Full trash capture devices that have been approved as meeting the standards set by the San Francisco Bay Regional Water Quality Control Board will be deemed as satisfactory for meeting this requirement. A list of approved devices and their manufacturers is available from the Public Works Department. B.Installed full capture trash devices must be maintained by the property owner for the life of the project, following the manufacturer's recommendations for maintenance. C.It is a violation of this chapter for any land owner to fail to properly operate and maintain any full capture trash device installed onthe owner’s property. 9.18.120Stormwater Management Plan Required for Regulated Projects. A.Development Permit Application Requirements. Development permit applications for all Regulated Projects must be accompanied by a Stormwater Management Plan and a completed City of Cupertino Regulated Development Project Checklist, as required by this chapter. The Stormwater Management Plan shall detail how runoff and associated water quality impacts resulting from the activity will be controlled or managed. B.City Permit Requirements. Building, grading, and encroachment permits for Regulated Projects shall not be issued until the required Stormwater Management Plan has been reviewed and approved by the Director of Public Works. C.Stormwater Management Plan Contents. Stormwater Management Plansshall include sufficient information to evaluate the environmental characteristics of affected areas, the potential impacts of the proposed development on water resources, and the effectiveness and acceptability of control measures proposed for managing stormwater runoff. The minimum information submitted to support a Stormwater Management Plan shall be in accordance with theMunicipal Regional Permit and thecurrent City of Cupertino Regulated Development Project Checklist. D.Preparation of the Stormwater Management Plan. Stormwater Management Plans shall be prepared, stamped and signed by a professional civil engineer registered in the State of California. Depending on the specific project, the Director of Public Works may allow a stormwater management plan to be prepared by a Landscape Architect licensed by the State of California. E.Certification of Adherence to Numeric SizingDesign Criteria. The developer shall provide a signed certification from an approvedthird party reviewer selected from theSCVURPPPList of Qualified Consultants for Design, Review and/or Certification of Stormwater Treatment Best Management Practices and Hydromodification Flow Control Ordinance_9-18_Clean Copy25 289 Facilities, to determine that the plan for proposed stormwater treatmentmeasures, including hydromodification management controls(if applicable), meets the requirements of this chapter and established numeric sizing criteria in the Municipal Regional Permit. Any consultant hired to design and/or construct a stormwater treatment system for a Regulated Project shall not be the certifying person for the project. F.As-Built Certification. Upon completion of construction, the Engineer-of- Record for a Regulated Project shall provide the City with a stamped and signed certification that all constructed stormwater treatment measures have been installed according to the approved plans and specifications. G. Revised Stormwater Management Plan Required. The City may require the owner of a Regulated Project who has previously received approval of a Stormwater Management Plan, to prepare and submit a revised Stormwater Management Plan for approval if the stormwater treatment measures are inadequate or are not being adequately maintained; or if the facility or activity at issue becomes a significant source of contaminants to the storm drain system or damages a downstream watercourse despite compliance with thischapter. Any owner required to submit and to obtain approval of a revised plan shall install, implement and maintain the stormwater treatment measures specified in the approved revised plan. 9.18.130Low Impact Development (LID) Requirements. The goal of low impact development requirements is to reduce runoff and mimic a site’s predevelopment hydrology by implementing specific practices to control sources of potential pollution and site design strategies to treat stormwater. All Regulated Projects shall implement the following LID requirements: AAll Regulated Projects shall implement source control measures onsite that at a minimumshall include the following: 1.Source control measures on site to address the following potential discharges and minimize stormwater pollutants of concern may include plumbing the following discharges to sanitary sewer lines, pending approval by Cupertino Sanitary District and the City of San Jose Water Pollution Control Plant; a. Discharges from floor mat, equipment, hood filter wash racks or covered outdoor wash racks for restaurants; b.Drips from covered trash dumpsters, food waste containers, and compactor enclosures; c. Discharges from covered outdoor wash areas for vehicles, equipment, and accessories; d.Swimming pool, spa, hot tub, or water feature discharges Ordinance_9-18_Clean Copy26 290 if discharged on site to vegetated areas is not a feasible option; e. Fire sprinkler test water, if on site discharge to vegetated areas is not a feasible option; 2.Include properly designed covers, drains, and storage precautions for outdoor material storage areas, loading docks, repair or maintenance bays and fueling areas; 3.Include properly designed trash storage areas that are covered with any drains in the area connected to the sanitary sewer lines, pending approval by the City; 4.Include landscaping that minimizes irrigation and runoff, promotes surface infiltration, minimizes the use of pesticides and fertilizers and incorporates sustainable landscaping practices; 5.Include efficient irrigation systems; and 6.Include storm drain stenciling or signage that includes the message “No Dumping-Flows to Bay” or equivalent. B. Each Regulated Projectshall, at a minimum,implement the following design strategies onsite: 1.Limit disturbance of natural water bodies and drainage systems, minimize compaction of highly permeable soils, protect slopes and channels, minimize impacts from stormwater and urban runoff on the biological integrity of natural drainage systems and water bodies; 2.Conserve natural areas, including existing trees, other vegetation, and soils; 3.Minimize impervious surfaces; 4.Minimize disturbances to natural drainages; and 5.Minimize stormwater runoff by implementing one or more of the following site design measures: a. Direct roof runoff into cisterns or rain barrels for reuse. b.Direct roof runoff into vegetated areas. c. Direct roof runoff from sidewalks, walkways and/or patios onto vegetated areas. d.Direct runoff from driveways and/or uncovered parking lots onto vegetated areas. Ordinance_9-18_Clean Copy27 291 e.Construct sidewalks, walkways and/or patios with permeable surfaces. f.Construct driveways, bike lanes, and/or uncovered parking lots with permeable surfaces. C.Effective December 1, 2011, all Regulated Projects are required to treat 100% of the amount of runoff using the numeric sizing criteria identified in Provision C.3.d of the Municipal Regional Permitfor the Regulated Project’s drainage area with LID treatment measures onsite or with LID treatment measures at a joint stormwater treatment facility. 1.LID treatment measures are defined as stormwater harvesting and re-use, infiltration, evapotranspiration, or biotreatment. 2.A properly engineered and maintained biotreatment system may be considered only if it is infeasible to implement stormwaterharvesting and re-use, infiltration, or evapotraspiration at a project site. 3.Infeasibility to implement stormwater harvesting and re-use, infiltration, or evapotraspiration at a project site may result from conditions including the following: a.Locations where seasonal high groundwater would be within 10 feet of the base of the LID treatment measure. b.Locations within 100 feet of a groundwater well used for drinking water. c.Development sites where pollutant mobilization in the soil or groundwater is a documented concern. d.Locations with potential geotechnical hazards. e.Smart growth and infill or redevelopment sites where the density and/or nature of the project would create significant difficulty for compliance with the onsite volume retention requirement. f.Locations with tight clay soils that significantly limit the infiltration of stormwater. 4.Criteria and procedures to determine when stormwater harvesting andre- use, infiltration, or evapotranspirationare feasible or infeasible at Regulated Project sites will be identified and incorporated into the SCVURPPP C.3. Stormwater Handbook, as revised. 5.Biotreatment systems shall be designed to have a surface area no smaller than what is required to accommodate a 5 inches per hour Ordinance_9-18_Clean Copy28 292 stormwater runoff surface loading rate. The planting and soil media for biotreatment systems shall be designed to sustain plant growth and maximize stormwater runoff retention and pollutant removal. A set of model biotreatment and soil media specifications and soil infiltration testing methods to verify a long-term infiltration rate of 5 to 10 inches per hour, once approved by the Regional Water Quality Control Board, will be incorporated into the latest version of the SCVURPPP C.3.Stormwater Handbook. Biotreatment systems approved after Regional Water Quality Control Board approval of the model specifications will need to comply with these minimum specifications and soil infiltration testing methods. 6.Green roofs may be considered biotreatment systems if they meet certain minimum specifications. The minimum specifications, once approved by the Regional Water Quality Control Board, will be incorporated into the SCVURPPP C.3. Stormwater Handbook, as revised. Green roof systems approved after Regional WaterQuality Control Board approval of the minimum specifications will need to comply with these requirements. 7.Full implementation of the LID requirements in this chapter is required as of December 1, 2011, except as otherwise stated. For private development projects approved on or before December 1, 2009, the requirements ofCMC 9.18.130 shall not apply so long as the project applicant is diligently pursuing the project. 8.Private development projects with an application deemed complete after December 1,2009 and which have received final discretionary approval (e.g., building permits) for the project before December 1, 2011, the requirements of CMC 9.18.130 shall not apply. 9.Public projects for which funding has been committed and construction scheduled to begin before December 1, 2012, the requirements of CMC 9.18.130 shall not apply. 9.18.150Stormwater Treatment Measure Operation and Maintenance Responsibility. A.For the life of the project, all on-site stormwater treatment measures shallbe operated, conducted,and maintained in good condition and promptly repaired by the property owner(s), an Owners' or Homeowners' Association or other legal entity approved by the City. B.Any repairs or restoration and maintenance shall be inaccordance with City- approved plans. C.The property owner(s) ofRegulated Projectsshall develop a maintenance schedule for the life of any stormwater control measures and shall describe the Ordinance_9-18_Clean Copy29 293 maintenance to be completed, the time period for completion, and the person who will perform the maintenance.The stormwater treatment measures maintenance schedules shall be included with the project's approved Stormwater Management Plan. 9.18.160Agreement to Maintain Stormwater Treatment Systemsand Best Management Practices. A.Prior to the issuance of any building permit for aRegulated Project, the owner(s) of the site shall enter into a formal written Stormwater Treatment Systems Operation and Maintenance Agreement with the City. The City shall record this agreement, against the property or properties involved, with the County of Santa Clara and it shall be binding on all subsequent owners of land served by the stormwater treatment systemsand best management practices. B.The Stormwater Treatment SystemsOperation and Maintenance Agreement shall require that the stormwater treatment system(s)or HM Control (if any)BMPs not be modified and that maintenance activities not alter the designed function of the facility treatment systemor HM Control (if any) from its original design unless the Public Works Director has provided written certification that the requirements of this chapter have been satisfiedprior to the commencement of the proposed modification or maintenance activity. C.The Stormwater Treatment SystemsOperation and Maintenance Agreement shall provide that in the event that maintenance or repair is neglected, or the stormwater treatment facility becomes a danger to public health or safety, the City shall have the authority to perform maintenance and/or repair work and to recover the costs from the owner. D.The owner shall provide the City with three signed copies of the recorded Stormwater Treatment SystemOperation and Maintenance Agreement. E.The agreement shall provide access to the extent allowable by law for representatives of City, the local vector control district, and the Regional Water Quality Control Board, strictly for the purposes of performing operation and maintenance inspections of theinstalled stormwater treatment systems and/or HM controls (if any). F.Any property owner party to a Stormwater Treatment SystemsOperation and Maintenance Agreementshall, upon transferring ownership of such property, provide the new owner(s) with a current copy of this chapter, and shall inform the new owners in writing of their obligation to properly operate and maintain such facilities. 9.18.170Stormwater TreatmentSystemsandBMP Inspectionand VerificationResponsibility.(C.3.h) A.The property owner(s) of Regulated Projects shall be responsible for having all stormwatermanagementtreatment systemsand HM control (if any)inspected for Ordinance_9-18_Clean Copy30 294 condition and function by a knowledgeable party. The property owner shall agree in writing to properly maintain any HM control, stormwater structural control, treatment measure, and/or best management practices according to the approved plans for the project. B.Unless otherwise required by the City, the property owner’s stormwater treatment systemor HM control (if any)inspections shall be donewithin 45 days of the completed installation of any control or treatment systems;and after thatat least once per yearin preparation for the wet season.Written records shall be kept of all inspections and shall include, at minimum, the following information: 1.Name and address of the Regulated Project; 2.Specific description of the location (or a map showing the location) of the installed stormwater treatment system(s) and HM control(s)(if any); 3.Date(s) that the treatment system(s) and HM controls (if any) is/are installed; 4.Description of the type and size of the treatment system(s) and HM control(s) (if any)installed; 5.Responsible operator(s) of each treatment system and HM control (if any); 6.Dates and findings of all inspections of the treatment system(s) and HM control(s) (if any); and 7.Any problems and corrective actions taken. 9.18.180Records of Maintenance and Inspection Activitiesand Submission of Revised Stormwater Management Plan. th A.On or before June 30of each year, the party responsible for the operation and maintenance of on-site stormwater treatment system(s) and HM Control(s) (if any)at Regulated Projects shall provide the City of Cupertino’s Director of Public Works with documentation ofthe information required in Section 9.18.140. B. 1-7 regarding installation, location, inspections, maintenance and repairs: B.The Director of Public Worksmay require a discharger who has previously received approval of a Stormwater Management Plan, to prepare and submit a revised Stormwater Management Plan for approval if any of the following occurs: 1.the project was not constructedaccording to the approved plans; or Ordinance_9-18_Clean Copy31 295 2.the plan as constructed is not adequate for the site; or 3.the site is not adequately maintained; or 4.the site is a significant source of contaminants to the storm drain system. C.The revised Stormwater Management Plan shall identify the stormwater treatment controls, best management practices, and/or HM controls that will be used by the discharger to prevent or control pollution of stormwater to the maximum extent practicable. D.If the activity at issue is a construction or land disturbance activity, therevised plan submitted to the City shall at a minimum meet the requirements of the Statewide NPDES Construction General Permit Order 2009-0009 DWQ. E.Whenever submission of a stormwater management plan or a revised stormwater management plan is required pursuant to this chapter, any authorized enforcement staff may use the, SCVURPPP C.3. Stormwater Handbook or the CASQA BMP Handbooks to assess the adequacy of the proposed plan. 9.18.190Failure to Maintain. A.If the responsible party fails or refuses to meet the requirements of the Stormwater Treatment SystemsOperation and Maintenance Agreement,withoutan acceptable rationale, the City, after thirty (30) days written notice, may correct a violation of the design standards or maintenance requirements by performing the necessary work to place the facility or practice in proper working condition. B.In the event the City determines that the violation constitutes an immediate danger to public health or public safety, 24 hours written notice from the City shall be sufficient. C.The City may assess the owner(s) of the property for the cost of repair work and any penalties, in accordance with Sections1.10 and 1.12 of this Municipal Code.This may be accomplished by placing a lien on the property, which may be placed on the tax bill for such property and collected in the ordinary manner for such taxes. 9.18.195 Inspections by City As required by the Municipal Regional Permit, City inspectors will inspect construction sites, industrial, and commercial businesses and respond to reports of discharges and threatened discharges to the stormwater system. Compliance with all provisions ofa City-issued enforcement notice will be required within the amount of time Ordinance_9-18_Clean Copy32 296 given by the inspectorand before the next anticipated rain, but not more than ten (10) business days after a violation is first noted. 9.18.200Inspection and Maintenance Easement. A.The City shall have access to all on-site stormwater treatment systemsfor the purpose of inspection and repair.This includes the right to enter a property when the City has a reasonable basis to believe that a violation of this ordinanceis occurring or has occurred and to enter when necessary for abatement of a public nuisance or correction of a violation of this ordinance. B.Prior to the issuance of a building or grading permit for aRegulated Project, the applicant/owner shall secure the necessary inspection and maintenance easement(s) on a permanent basis.The terms of the inspection and maintenance easement shall allow the City to enter the property at reasonable times and in a reasonable manner for the purpose of inspection and repair. C.The inspection and maintenance easement will be recorded by the City with the Stormwater Treatment SystemOperation and Maintenance Agreement and will remain in effect even with transfer of title to the property. D.The owner shall provide the City with three signed copies of the recorded inspection and maintenance easement. E. Whenever necessary to perform Operations and Maintenance verification inspections of installed stormwater treatment system(s) and HM control(s)(if any), all Regulated Projects shall grant site access to all representatives of the authorized enforcement official, local mosquito and vector control agency staff, and Water Board staff. 9.18.210Stormwater Pollutant Source ControlsandBMPs. 1.Best management practices atall facilities, whetherstaffed or unstaffed, must be inspected and maintained by the discharger according to manufacturer specifications and/or the CASQA Stormwater BMP Handbooks. These best management practices must be maintained so that they continue to function as designed. Best management practices which fail must be repaired as soon as it is safe to do so. If the failure of a best management practice indicates that the best management practices in use are inappropriate or inadequate to the circumstances, the practices must be modified or upgraded to prevent any further failure in the same or similar circumstances. All construction sites must implement effective erosion control, run-on 2. and runoff control, sediment control, active treatment systems (as appropriate), good site management, and non-stormwater management through all phases of Ordinance_9-18_Clean Copy33 297 construction (including but not limited to site grading, building and finishing of lots) until the site is fully stabilized by landscaping or the installation of permanent erosion control measures. All sites are encouraged to include adequate source 3.Regulated Project control measures to limit pollutant generation, discharge and runoff. These source control measures are i. dentified in Section 9.18.130 4.All dischargers must implement and maintain minimum best management practices. TheDirectorof Public Worksmay require submission of information to evaluate the implementation and/or require the implementation of BMPs to prevent pollutant sources from entering the City's storm drain collection system associated with outdoor process and manufacturing areas, outdoor material storage areas, outdoor waste storage and disposal areas, outdoor vehicle and equipment storage and maintenance areas, outdoor parking and access roads, outdoor wash areas, outdoor drainage from indoor areas, rooftop equipment, contaminated and erodible surfaces, or other sources determined by the director to have a reasonable potential to contribute to pollution of stormwater runoff. Minimum BMPs and source control measures for all dischargersinclude, but are not limited to the following: A.Storm Drain Inlet Labeling.Storm drain inlets shall be clearly marked with the words “No Dumping -Flows to Bay,” or equivalent, as approved by the Director of Public Works. B.Landscaping shall be designed to minimize irrigation and water runoff, promote surface infiltration, minimize the use of pesticides and fertilizers,incorporate native plants, grasses and trees(which are resistant to local pests and diseases),employ appropriate sustainable landscaping practices such asdesignswithhydrozonesto prevent over-irrigation,followthe Bay-Friendly Landscaping Guidelines or other landscaping guidelines with similar goals and practices. C.Water Waste Prevention. Water waste resulting from inefficient landscape irrigation shall be prevented. Runoff from irrigation shall beprohibited fromleaving the targeted landscape due to low head drainage, overspray, or other similar conditions where water flows onto adjacent property, non-irrigated areas, walks, roadways, parking lots, or structures. Repeat violations or uncorrected violations will result in an administrative citation fine according to chapter 1.10 of theMunicipal Code. Pursuant to Government Code Section 65596, restrictions regarding overspray and runoff may be modified if: 1.The landscape area is adjacent to permeable surfacing and no runoff occurs; or 2.The adjacent non-permeable surfaces are designed and constructed to drain entirely to landscaping. Ordinance_9-18_Clean Copy34 298 D.Drains and Drain Lines. 1.Interior floor drains mustnot be connected to the storm drain system. 2.Exterior drains within the following areas must not be connected to the storm drain: a.Equipment or vehicle washing areas; b.Areas where chemicals, hazardous materials,or other uncontained materialsare used and/or stored unless secondary containment is provided; c.Equipment or vehicle fueling areas or fluid changing areas;and d.Loading docks where chemicals, hazardous materials, grease, oil, or waste products are handled. 3.Roof runoff shall be directed to rain barrels, cisterns, or similar rainwater collection system, or to landscaped areas unless deemed infeasible by the Director of Public Works.Upon approval of the Director of Public Works, projects located in hillside areas may be exempt from these requirements. 4.Nonresidential facilities shall either: a.Provide secondary containment for all roof-mounted equipment, tanks, and piping containing liquids; or b.Connect all roof drains and equipment discharge lines to the sanitary sewer. 5.FireSprinkler Tests and Water Pipe Flushing: Discharges from fire sprinkler tests and water pipe flushing: shall be conducted in accordance with the Municipal Regional Permit. a.Discharges which are listed as conditionally allowed in the current municipal NPDES permit are to be directed to onsite vegetated areas,or discharged to the sanitary sewer with the permission of Cupertino Sanitary District, or if this is not a feasible option, with BMPs that will ensure compliance with the municipal NPDES permit. b.For new or remodeled facilities where it is infeasible to direct fire sprinkler safety test water discharges to landscaped areas, a sewer clean out shall be installed,in a readily accessible areato capture potable water discharged during fire safety sprinkler tests.The installation must first be approved by the Cupertino Sanitary District. 6.Cooling systems shall not be connected or allowed to drain to the storm drain system. 7.Condensate lines shall not be connected or allowed to drain to the storm drain system. Ordinance_9-18_Clean Copy35 299 E.Pool and Spa Discharges 1.It is unlawful to discharge water from pools and spas to the storm drain system. 2.De-chlorinated pool spa discharges shall be directed to landscaped areas, providing thisdoes not generate runoff to the storm drain system. Ifrunoff will be generated to the storm drain, pool and spa water shall be disposed to the sanitary sewer. The discharger shall contact the CityPublic Works Department regarding coordination with the Sanitary SewerDistrict. 3.For new or remodeled swimming pools where it is infeasible to direct discharges tolandscaped areas, a sewer clean out shall be installed in a readily accessible area,withinten (10) feet of the pool edge, if possible. F.Vehicle andEquipment Fueling Facilities.Vehicle or equipment fueling facilities shall be designed in accordance with the California Stormwater Quality Association (CASQA) Industrial Stormwater Best Management Practices Handbooks to prevent the runon of stormwaterand runoff of spills.At minimumthis shall be accomplished by: 1.Paving the fueling area with concrete or other impervious surface; 2.Covering the fueling area and extending the cover a minimum of ten (10) feet beyond the fuel pumps in the directions of vehicle or equipment access and egress; and 3.Grading the area (sloped inward) or installing a berm or curb around the perimeter of the fueling area.Storm drains shall be prohibited in these fueling areas. G.Vehicle Service Facilities. 1.It is unlawful for any person to dispose of, or permit the disposalor runoff, directly or indirectly, of vehicle fluids, hazardous materials, or rinsewater from parts cleaning operations into storm drains. 2.All owners and operators of vehicle service facilities shall ensure that any vehicle fluid, hazardous material, or rinsewater from parts cleaning operations that comes into contact with any floor, pavement or ground surface is cleaned up immediately from such surface. 3.It is unlawful to use tanks, containers or sinks for parts cleaning or rinsing which are connected to the storm drain system. 4.It is unlawful for any person toperform vehicle fluid removal outside a building, or on asphalt or ground surfaces, whether inside or outside a building, except in such a manner as to ensure that any spilled fluid will be in an area of secondary containment. 5.Leaking vehicle fluids shall be contained or drainedfrom the vehicle immediatelyto protect the storm drain system. Ordinance_9-18_Clean Copy36 300 6.It is unlawful for any person to leave unattended drip parts orother open containers containing vehicle fluid, unless such containers are in use or in secondary containment. 7.It is unlawful for any person to discharge washwater from vehicle washing operations or wash racks to a storm drain, or onto imperviousgroundsurface. 8.Vehicle service facilities shall be cleaned using only those methods of cleaning that ensure that no materials are discharged to the storm drain. 9.All owners and operators of vehicle service facilities shall ensure that spill prevention and clean-up equipment and absorbent materials are kept in stock at all times and are readily available for use. 10.It is unlawful to store acid-containing batteriesor any materialthat isdeemed by an enforcement officialas a threat to the storm drain system,except within secondary containment. 11.All owners and operators of vehicle service facilities shall labelall storm drains located on the property of the facility a reminder to persons that the discharge of anythingother than rain water into the storm drain isprohibited. H.Food Service Facilities. 1.Food service facilities shall have a sink or other area for cleaning floor mats, containers, and equipment, which is connected to a grease removal device and thesanitary sewer. The sink or cleaning area shall be large enough to clean the largest mat or piece of equipmentthat requires cleaning at the facility. 2.All new buildings constructed to house food service facilitiesand all existing buildings constructed to house food service facilitieswhich are subject to City review and approval for changes or modificationsshall include a covered area for dumpstersto prevent water runon to the area and runoff from the area.Dumpster storage areas shall be designed in accordance with the City’s Public Works Guidelines for Non-Residential Building Trash & Recycling Enclosures. Retrofits to existing facilities shall be revamped to the maximum extent practicable and shall be subject to the approval of the Director of Public Works. 3.Drains that are installed beneath dumpsters serving food service facilities shall beconnected to a grease removal deviceupstream of the connection to the sanitary sewer. I.Parking Garages. 1.If installed, parking garage floor drains on interior levels shall be not be connected to the storm drain, but to an oil/water separator prior to discharging to the sanitary sewer system. Ordinance_9-18_Clean Copy37 301 2.Parking garage oil/water separators shall have a minimum capacity of 100 gallons. 3.The parking garage oil/water separator shall be cleaned at a frequency of at least once every twelve months or more frequently if recommended by the manufacturer or as required by the Cityor other regulatory agency. J.Root control chemicals.It is unlawful for any personto discharge, dispose or add to the storm drain system any substance to control roots. K.Dumpsters. 1.All new buildings, except for single-family and duplex residences, all new "wet waste" businesses and all existing "wet waste" businesses which are subject to City review and approval for changes or modifications, shall provide a covered area for a dumpster(s) designed in accordance with the City’s Public Works Guidelines forNon-Residential Building Trash & Recycling Enclosures.Retrofits to existing facilities shall be revamped to the maximum extent practicable and shall be subject to the approval of the Director of Public Works. 2.The area shall be designed to prevent water runon to the area and runoff from the area. 3.Dumpsters serving food service facilities shall be designed in accordance with Section9.18.210. L.Multi-Family Residential Vehicle Washing Facilities. 1.New residential buildings with 25 or more units shall provide a covered, bermed area for occupants to wash their vehicles. 2.The vehicle washing area shall be designed to prevent water runon to the area and runoff from the area. 3.A drain shall be installed to capture all vehicle washwaters and shall be connected toan oil/water separator prior to discharge to the sanitary sewer system.Discharge to the sanitary sewer must first be approved by Cupertino Sanitary District. 4.Vehicle washing area oil/water separators shall have a minimum capacity of 100 gallons. 5.The oil/water separator shall be cleaned at a frequency of at least once every six monthsor more frequently if recommended by the manufacturer or the superintendent. M.Copper Roofing and Architectural Materials. Ordinance_9-18_Clean Copy38 302 1.Copper metal roofing, copper granule-containing asphalt shingles and copper guttersshall not be permitted for use on any residential, commercial or industrial buildingfor which a building permit is required. 2.Copper flashing for use under tiles or slates and small copper ornaments are exempt from this prohibition 3.Discharges to the storm drain collection system of wastewater generated during the installation, cleaning, treating, and washing of copper architectural features, including copper roofs are prohibited. Discharges to landscaping or to the sanitary sewer system (with approvals from Cupertino Sanitary District and the City of San Jose’s Water Pollution Control Plant) are allowed. 4.Discharges of water frompools (including connection for filter backwash), spas, fountains and water features that contain copper based chemicals are prohibited. N.Pesticide Storage at Commercial Facilities. 1.Pesticides shall be stored in labeled containers and shall not bestored where they can be exposed to rain or irrigation water and be allowed to runoff to storm drains or creeks. 2.Secondary containment shall be required for containment of pesticides, unless they are stored in an indoor storage unit. Storage of pesticides shall follow guidance from the local fire department and/orthe Santa Clara County Agricultural Commissioner. 3.Employees who use pesticides must be trained to clean up spills. Spill kits shall be provided and stored near pesticides. O.Mobile Businesses. 1.Mobile businesses shall be required to use best management practices and source control measures that comply with Municipal Regional Permit. 9.18.220Violation. Any person who violates any provision of this chapter shall be guilty of a misdemeanor and upon conviction thereof shall be punished as provided in chapter1.12of this Code. 9.18.230Civil Penalty for Violation–Payment of Funds to Account. Any person who violates any provision of this Chapter or any provision of any permit issued pursuant to this Chapter shall be civilly liable to the City in a sum not to exceed the amounts provided for in Government Code §§ 54740 and/or 54740.5. The City may petition the Superior Court pursuant to Government Code § 54740 to impose, assess and recover such sums. The civil penalty provided in this sectionis cumulative and not exclusive, and shall be in addition to all other remedies available to the City under State and Federal law and local ordinances. Funds collected pursuant to this Section shall be paid to City's Environmental Storm Management Account. Ordinance_9-18_Clean Copy39 303 9.18.240Civil Penalty for Illicit Discharges–Payment of Funds to Account. Any person who discharges pollutants, in violation of this Chapter, by the use of illicit connections shall be civilly liable to the City in a sum not to exceed Twenty Five Thousand Dollars ($25,000.00) per day per violation for each day in which such violation occurs. The City may petition the Superior Court pursuant to Government Code § 54740 to impose, assess and recover such sums. The civil penalty provided in this section is cumulative and not exclusive, and shall be in addition to all other remedies available to the City under State and Federal law and local ordinances.Funds collected pursuant to this section shall be paid to City's Environmental Storm Management Account. 9.18.250Notice of Violation. Unless the Director of Public Works finds that the severity of the violation warrants immediate action under Sections 9.18.220,9.18.230or 9.18.240above, or permit revocation or suspension, he/she shall issue a notice of violationwhich: 1.Enumerates the violations found; and 2.Orders compliancein any manner authorized by and consistent with the City’s Enforcement Response Plan and the provisions of chapter 1.10 of this Code. 9.18.260Administrative Penalties–Payment of Funds to Account. Whenever the City Manager or his/her designee finds that any person has violated any notice, of violation requiring compliance with any provision of this Chapter, or has violated any provision of this Chapter, he may assess an administrative penalty in a sum not to exceed the amounts provided in Government Code § 54740.5. The remedy provided in this Section is cumulative and not exclusive, and shall be in addition to all other remedies available to the City under State and Federal law and local ordinances. Funds collected pursuant to this section shall be paid to City's Environmental Storm Management Account. 9.18.270Severability. If any section, subsection, subdivision, sentence, clause, or phrase of this Chapter is for any reason held to be unconstitutional or otherwise void or invalid, by any court of competent jurisdiction the validity of the remaining portion of this Chapter shall not be affected thereby. INTRODUCED at a regular meeting of the Cupertino City Council the _15 day of _November and ENACTED at a regular meeting of the Cupertino City Council the 15 day of _November 2011 by the following vote: Ordinance_9-18_Clean Copy40 304 VoteMembers of the City Council Ayes: Noes: Absent: Abstain: ATTEST:APPROVED: ________________________ Grace Schmidt, Acting City ClerkMark Santoro, Mayor Ordinance_9-18_Clean Copy41 305 COMMUNITY DEVELOPMENT DEPARTMENT CITY HALL 10300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3308www.cupertino.org CITY COUNCIL STAFF REPORT Meeting: January 17, 2012 Subject Technical amendments and clarificationsto the General Plan Land Use Map, Zoning Map and Heart of the City Specific Plan. Recommended Action Conduct secondreading and adopt Ordinance No. 11-2086(Attachment A) amending the City of Cupertino Zoning Map and Ordinance No. 11-2087 (Attachment B) amending the Heart of the City Specific Plan. This includes amending the zoning for the Rosebowl, Main Street and Four Corners properties from Planned Development (General Commercial, Light Industrial, Residential) or P(CG, ML, Res) per the Council directionat the first reading to Planned Development (General Commercial, Planned Office, Light Industrial,Residential) or P(CG, OP, ML, Res). Additional information on this amendment is provided later in the staff report. Description Application: Z-2011-05, SPA-2011-01 and GPA-2011-04 Applicant: City of Cupertino Location: Citywide Application Summary: Technical amendmentsand clarificationsto the General Plan Land Use Map, Zoning Map and Heart of the City Specific Planrelated solely to the Heart of the City area. The proposed amendments move the General Plan land use and zoning designations into a land use/zoning map in the Heart of the City Specific Plan. Discussion On November 15, 2011, the City Council conducted the first readingsof OrdinanceNo. 11-2086 and Ordinance No. 11-2087 for amendments solely related to the Heart of the City area. The Council also adopted Resolution No. 11-190 amending the General Plan Land Use Map to specify the boundaries of the Heart of the City Specific Plan area and to refer solely to the Heart of the City Specific Plan for the land use designations.The amendment to the General Plan Land Use Map does not require a second reading, but will become effective simultaneously with the effective date of the amendments to the City of Cupertino Zoning Map and Heart of the City Specific Plan. 306 The Council’s changes includedadding a reference to Chapter 19.12(Administration chapter of the City’s Zoning Ordinance)ontheException Process for Development Standards and clarifications to theland use/zoning designations to the following properties located in the Heart of the City Specific Planarea: 1.Biltmore Apartments –zone as P(R3) 10-20 2.Abundant Life Church –zone as P(CG, Res) and clarify that existing churches with ause permit are permitted 3.City Center North –zone as P(CG, OP, Res) 4.Sears/Vallco Mall –zone as P(CG) 5.Rosebowl and Main Street –zone as P(CG, ML, Res) 6.Apple sites on Vallco Parkway –zone as P(MP, CG) These changes have been incorporated into Exhibit A of Attachment B, Ordinance No. 11-2087. Main Street/Rosebowl/Stevens Creek and N. Tantausites The City has recently received requestsby the ownersof Main Street and the Rosebowl project sites (Sand Hill Property Companyand KCR Development, respectively) to addthe Planned Office(OP)zoningto the proposed land use/zoning designation.This will allow themto retain the “O” or “office” use designationunder the current zoning.The zoning for the Rosebowl site is currently P(CG, ML, O, Hotel, Regional Shopping, Res). The zoning for the Main Street and sites east is P(CG, O, ML, Hotel, Res). Staff had previously recommended a zoning of P(CG, OP, Res) for both sites. However, the Council after further consideration chose to rezone the site P(CG, ML, Res) to retain the ML or Light Industrial zoningat the first reading on November 15, 2011. The Council staff report for the first reading dated November 15, 2011 (Attachment D) provides adetailed discussionon the current and recommended zoning. The Planned Office (OP) zone allows: professional offices, executive administrative offices, medical and allied laboratories, research and development (with no product for final consumption). The General Commercial (CG) zone allows professional and administrative offices and the Light Industrial (ML) zone allows laboratories, which include medical, and research and development laboratories. However, the applicants believe that the OP zone will give better clarity to their ability to build office uses on the site. Staff supports the requestof adding the OP designationto these sites as recommended at the November 15, 2011 City Council meeting. This change could be considered minor and is consistent with the staff recommendation that was considered by the City Council at the first reading on November 15, 2011. Therefore, this change could be included as part of the second reading, and a new first reading is not required. _____________________________________ 307 Prepared by:Aki Honda Snelling, AICP, Senior Planner Reviewed by:Gary Chao, City Planner Aarti Shrivastava, Community Development Director Approved for Submission by:David W. Knapp, City Manager Attachments: Attachment A:Ordinance No. 11-2086 for Z-2011-05 Attachment B:Ordinance No. 11-2087 for SPA-2011-01 Attachment C: Resolution No. 11-190 for GPA-2011-04 Attachment D: November 15, 2011 City Council Report Attachment E:Updated redlined text changes in the Specific Plan Attachment F:List of properties within the Heart of the City Area 308 ATTACHMENT A ORDINANCE NO. 11-2086 AN ORDINANCE OF THE CITY COUNCILOF THE CITY OF CUPERTINO AMENDING THE ZONING MAP TO SPECIFY BOUNDARIES OF THE HEART OF THE CITY SPECIFIC PLAN AREA AND TO REFER TO THE HEART OF THE CITY SPECIFIC PLAN FOR THE ZONING DESIGNATIONS WHEREAS, the City of Cupertino initiated an application(Z-2011-05) to make technical amendments to the Zoning map of the City of Cupertino to specify boundaries of the Heart of the City Specific Plan area and to refer to the Heart of the City Specific Plan for the zoning designations of the Heart of the City Specific Plan area; and WHEREAS, the technical amendments to the Zoning mapwill be consistent with the City's General Plan land use map, proposed uses and surrounding uses, and the Heart of the City Specific Plan; and WHEREAS, the technical amendments to the Zoning map are considered categorically exempt under the general rule per Section 15061(b)(3) of the California Environmental Quality Act (CEQA) with certainty that there is no possibility that the activity in question may have a significant effect upon the environment; and WHEREAS, upon due notice, the City Council has held at least one public hearing that the amendment to the Zoning map be granted; and WHEREAS, the amended Zoningmap is attachedhereto as Exhibit A, as a proposed amendment to the Master Zoning Map of the City of Cupertino; and NOW, THEREFORE, BE IT ORDAINED AS FOLLOWS: Section 1.That the Zoning Map has been amended to specify the boundaries of the Heart of the City Specific Plan and to refer to the Heart of the City Specific Plan for the zoning designations of the Heart of the City Specific Plan area, andthat Exhibit A attached hereto ismade part of the Master Zoning Map of the City of Cupertino; and Section2.This ordinance shall take effect and be in force thirty (30) days after its passage. 309 Ordinance No. 11-2086 INTRODUCED at a regular adjourned meeting of the City Council of the City of Cupertino the 15th day of November, 2011and ENACTED at aregular meeting of the City Council of the City of Cupertino the ____day of __________, 2012, by the following vote: Vote:Members of the City Council: AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: _________________________________________________________ Grace Schmidt,Acting CityClerkMark Santoro,Mayor, City of Cupertino Page 2 of 2 310 Exhibit A 311 ATTACHMENT B ORDINANCE NO. 11- 2087 AN ORDINANCE OF THE CITY COUNCILOF THE CITY OF CUPERTINO AMENDING THE HEART OF THE CITY SPECIFIC PLAN TO INCORPORATE TECHNICAL AMENDMENTS, INCLUDING CLARIFICATIONS TO THE LANGUAGE AND MOVING THE LAND USE AND ZONING DESIGNATIONS FROM THE GENERAL PLAN LAND USE MAP AND ZONING MAP INTO MAPS IN THE HEART OF THE CITY SPECIFIC PLAN 312 313 EXHIBIT A EXHIBITA 314 315 TABLE OF CONTENTS 316 INTRODUCTION Overview important commercial corridor in the City of guide the future development and redevelop- ment of the Stevens Creek Boulevard Corridor in a manner that creates a greater sense of place and community identity in Cupertino. The overall goal is to develop a Heart of the City, comprising a collection of pedestrian-inclusive gathering places that will create a positive and memorable experience for residents and visitors in Cupertino. Currently, the boundaries of the Heart of the City area encompass approximately 635 acres. 317 POLICY FRAMEWORK Policies 318 Area and Special CentersMap West Stevens Central Creek Boulevard Stevens Creek Educational/ Boulevard Public/Park Primary Use: Commercial/ District Primary Use: Quasi-Public/ Secondary Use: Public Facilities Supporting Use: Mixed Supporting Use: Commercial/Residential Residential/ Residential Mixed Uses (Residential may be located behind Primary Uses and above the ground level) Crossroads Area City Center Sub- Commercial Area Shopping District Primary Use: Primary Use: Commercial/ Residential/Hotel/ Public Facilities/Commercial Retail Retail/Mixed Uses Secondary Use: Commercial level S upporting Use: Limited Residential (Residential may be located behind Primary Uses and above the ground level) East Stevens Creek Boulevard Regional Commercial District Primary Use: Retail/ Commercial/Commercial Secondary Use: Supporting Use: Residential/ Residential Mixed Use 319 320 321 STREETSCAPE DESIGN Background and Purpose Streetscape Design Principles 322 Design Concept 323 Frontage Conditions for Renovation of Existing Buildings 324 Street Furnishings 325 Streetscape Concept Principles: Unify Visual Appearance of Street with Orchard/Grove Street Tre and Civic Landmarks. Improve Pedestrian Environment Along Street Frontage with Plant Allow Flexibility to Address Access and Visibility Needs of Adj Accommodate Options for Implementing Streetscape Improvements: Existing Development, Standards for New Development. Create a Unique Pedestrian-Oriented Activity Center at the Cros 85 280 Crossroads West Stevens Creek Blvd:Central Stevens Creek Blvd:East Stevens Creek Blvd: Oak GroveFlowering OrchardAsh Grove Informal Arrangement of Native Formal Grid of Flowering Trees Semi-Formal Arrangement of Trees and Wild Flowers Along andLow-Growing Ground CoverLarge Shade Trees,Low-Growing Frontage and in Median.Along Frontage and in Median.Ground Cover, and Flowering Shrubs Consider Removing Curbs and Walks Focuses Character of City Center, Along Frontage and in Median. and Replacing with Crushed Granite Target, Office Buildings. Focuses Character of Vallco, Surface.Marketplace Center, Wolfe Road. Focuses Character of De Anza College, Memorial Park, Oaks Center. 326 1.01.020 DEVELOPMENT STANDARDS Land Use and Zoning – Permitted and AND DESIGN GUIDELINES Conditional Uses Background Development Standards ........... Description 327 ............ Building Height, Setbacks and Orientation 328 ............ Site Development and Parking 329 330 331 Single-Family Residential Development Standards ............. Description 332 Application Requirements Exception Process for and Approval Authority Development Standards 333 Design Guidelines 2.01.010 Description 334 Site Improvements and Landscaping Guidelines ............ Description 335 336 INFRASTRUCTURE PLAN Background Transportation Water, Sewer, Storm Drainage, Solid Waste Disposal Facilities and Energy Facilities 337 IMPLEMENTATION Streetscape Improvements Regulatory Framework Background Phase I: Median and Landmarks Phase II: Landscape Easement Installation 338 Phase III: Remainder of Improvements Civic Landmarks Cali Mill Plaza 339 APPENDIX A Estimated Construction Costs 340 APPENDIX B General Plan Policies related to the Heart of the City Plan Area 341 342 343 344 345 346 Acknowledgements Update 2010: 1995: 347 Amendments by City Council As of November 15, 2011 348 City of Cupertino 349 ATTACHMENT C RESOLUTION NO. 11-190 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO AMENDINGTHELAND USE MAP OF THEGENERAL PLANTO SPECIFYTHE BOUNDARIES OF THE HEART OF THE CITY SPECIFIC PLAN AREAAND TO REFER SOLELY TO THE HEART OF THE CITY SPECIFIC PLAN FOR THE LAND USE DESIGNATIONS WHEREAS, the City Council of the City of Cupertino hasinitiatedanapplication for a General Plan Amendment as described in this resolution; and WHEREAS, the necessary public notices were given in accordance with the procedure ordinance of the City of Cupertino and the City Council has held at least one public hearing on the matter; and WHEREAS, the Application No.: GPA-2011-04,involves a request to make technical amendments tothe land use map of the General Plan to specify the boundaries of the Heart of the City Specific Plan area and to refer solely to the Heart of the City Specific Plan for the land use designations in the Heart of the City Specific Plan area;and WHEREAS, the technical amendments to the land use map of the General Plan are considered categorically exempt under the general rule per Section 15061(b)(3) of the California Environmental Quality Act (CEQA) with certainty that there is no possibility that the activity in question may have a significant effect upon the environment; and NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Cupertino that after careful consideration of maps, facts, exhibits, testimony and other evidence submitted in this matter, the application for General Plan Amendment, application no. GPA-2011-04is hereby approved in the General Plan Land Use Map as shown in Exhibit A. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 15th day of November2011, by the following voteto become effective simultaneously with the effective date of Ordinance No. 11-2086for Z-2011-01 and Ordinance No. 11-2087for SPA-2011-01: VoteMembers of the City Council AYES:Wong, Santoro, Chang, Mahoney, Wang NOES:None ABSENT:None ABSTAIN:None 350 ATTEST:APPROVED: /s/Kimberly Smith/s/Gilbert Wong Kimberly Smith, City ClerkGilbert Wong, Mayor, City of Cupertino 351 Exhibit A 352 ATTACHMENTD COMMUNITY DEVELOPMENT DEPARTMENT CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3308www.cupertino.org CITY COUNCIL STAFF REPORT Meeting: November 15, 2011 Subject Technical amendmentsand clarifications to the General Plan Land Use Map, Zoning Map, and Heart of the City Specific Plan. Recommended Action Approve the following and conduct first readings ofordinances: 1.Ordinance No. 11-________: “An Ordinance of the City Council of the City of Cupertino amending the Zoning Map to specify boundaries of the Heart of the City Specific Plan area and to refer to the Heart of the City Specific Plan for the zoning designations”(See Attachment A)(File Z-2011-05); and 2.Ordinance No. 11-________:”An Ordinance of the City Council of the City of Cupertino amending the Heart of the City Specific Planto incorporate technical amendments, including clarifications to the language and moving the land use and zoning designations from the General Plan Land Use Map and Zoning Map into maps into the Heart of the City Specific Plan”(See Attachment B)(File SPA-2011-01). 3.Resolution No. 11-_____: ”A Resolution of the City Council of the City of Cupertino amending the Land Use Map of the General Plan to specify the boundaries of the Heart of the City Specific Plan area and to refer solely to the Heart of the City Specific Plan for the land use designations” (See Attachment C)(File GPA-2011-04); The proposed amendments are technical in nature. Description Application: GPA-2011-04, Z-2011-05, and SPA-2011-01 Applicant: City of Cupertino Location: Heart of the City Specific Plan area Application Summary: Technical amendments for clarification to the General Plan Land Use Map, Zoning Map, and Heart of the City Specific Plan. The proposed amendments will move the General Plan land use and Zoning designations into a land use/zoning mapin the Heart of the City Specific Plan. 353 Background On March 16, 2010, the City Council adopted an ordinance to amend the Heart of the City Specific Planwhich includedexpandingthe boundaries to reflectthe Heart of the City area prior to the 2005 General Plan update, changes and clarifications to the land use and development standards, and creationof new land use and streetscape concept maps. On April 6, 2010, the City Council amended the General Plan to incorporate the modifications that were made to the amended Heart of the City Specific Plan in March 2010. Discussion The purpose of this item is to make technical amendments to the Specific Plan to clarifythe land use/zoning designations of particular siteswithin the Heart of the City area. With the adoption of the ordinance approving the 2010 amended Heart of the City Specific Plan, the land use/zoning designations of all properties within the Heart of the City area became “P” for Mixed Use Planned Development, with only two types of uses specified, either commercial uses in accordance with the CG (General Commercial) zoning district with particular requirements for the types of commercial allowed on ground floor spaces facing Stevens Creek Boulevard, and residential uses in accordance with the location and maximum density allowance of 25 units per acre and 35 units per acre in the South Vallco area. Additionally, language was added to allow the continuance of church uses on two particular sites along Stevens Creek Boulevard in the “P” zone. However, some sites such as De Anza College, Memorial Park, the Oaks, City Center, Vallco Shopping Center, etc. were not called out as having land uses that were different from the Mixed Use Planned Development with General Commercial and Residential uses. Staff therefore recommends that the City Council clarifythe land use/zoning for these particular properties. Without these clarifications, current development on these properties may remain non- conforming, and it could be difficult for these properties to make ancillary improvements or additions in the future.These technical amendments do not make any substantive changes or differences tothe Council’s original intent for the Specific Plan. List of Sites Proposed for Clarification Regarding Land Use and Zoning Designations It should be noted that the recommended land use and zoning designations are consistent with the previous zoning for these sites. Where the zoning for sitesdoes not correspond to specific zoning districts, staff is recommending a simpler labeling method that corresponds to zoning designations in the zoning ordinance: Glenbrook Apartments 1.(10100 Mary Avenue behind the Oaks Shopping Center) –land use/zoning clarified asR3, Multiple Family Residential, with a land use density of 10-20 units per acre. Oaks Shopping Center 2.(north side of Stevens Creek Boulevard, east of Highway 85)– land use/zoning clarified asP(CG), Planned Development General Commercial. 354 Memorial Park/Quinlan Center 3.(located on the north side of Stevens Creek Boulevard, west of N. Stelling Road) –land use/zoning clarified asPR, Public Park/Recreation Zone. Commons of Cupertino 4.(residential surrounded by Memorial Park and the Quinlan Center) -land use/zoning clarified asP(Res), Planned Development Residential. De Anza College 5.(located at 21250 Stevens Creek Boulevard) -land use/zoning clarified as BA, Public Building. City Center 6.(located onthe southeast corner of Stevens Creek Boulevard and S. De Anza Boulevard). The City Center area is defined by the General Plan and extends along the east side of S. De Anza Boulevard from Stevens Creek Boulevard to Pacifica Drive) In this area the zoning designations varied between developments because the zoning designations included all of the land uses that were approved as part of each development. The recommendations provided below for this area are consistent with zoning district designations and the uses intended for these areas: City Center Area north a.(this area is north of the apartments in the City Center area and the green space west of Torre Avenue)–land use/zoning clarified asP(CG, OP, Res), Planned Development (General Commercial, Planned Office, Residential). This area was originally zoned P(Res, Com, Off, Ind, Hotel) which does not correspond to any zoning designations and also repeats uses already allowed in the CG zone, such as office and hotel uses. Additionally, the industrial usespermitted in this area were intended for research and development and laboratories, which are allowed in the OP zone.The proposed zoning designationwill allow all existing uses that are currently on these sites. City Hall/Adjacent park lot b.(bounded by Torre Avenue to the east). Land use/zoning clarified asP(BA), Planned Development Public Building. This area had a combination of P(BA) and BA previously. McAdam Lane Residential Area ( 7.residential area east of the City Center north area along – McAdam Lane)land use/zoning clarified asP(Res 5-10), Planned Development (Residential, 5-10 units per acre). Vallco Shopping Mall/Sears 8.(north side of Stevens Creek Boulevard between Perimeter – Road and Wolfe Road)land use/zoning clarified asP(Regional Shopping). This area was previously zoned P(CG), Planned Development General Commercial. The revision brings the property into consistency with the rest of the Vallco Mall area which is zoned P(Regional Shopping). Main StreetProject Area - 9.(located to the north of Stevens Creek Boulevard, east of the – Metropolitan mixed use project and west of North Tantau Avenue)land use/zoning clarified asP(CG, OP, Res), Planned Development (General Commercial, Planned Office, Residential). The area was previously zonedP(CG, O, ML, Hotel, Res). Similar to City Center Area north, the ML (industrial uses) in this area were intended for research and development and laboratory use, which are allowed in the OP zone, while hotel and office uses are already allowed in the CG zone. Rosebowl 10.(located on the southeast corner of Wolfe Road and Vallco Parkway)–land use/zoning clarified asP(CG, OP, Res), Planned (General Commercial, Planned Office, Residential). The area was previously zoned P(CG, ML, O, Hotel, Regional Shopping, Res), Planned Development (General Commercial, Light Industrial, Office, Hotel, Regional 355 Shopping, Residential) which had repetitions of uses already allowed in the CG zone and did not correspond to a specific zoning designation. Menlo Equities/Metropolitan 11.(located on the northeast corner of Stevens Creek Boulevard and Wolfe Road) –land use/zoning clarified as P(CG, OP, Res), Planned (General Commercial, Planned Office, Residential). The area was previously zoned P(Comm, Off, Res) which hadrepetitions of uses already allowed in the CG zones and did not correspond to a specific zoning designation. S. De Anza Boulevard 12.(west side of S. De Anza Boulevard, south of Scofield Drive) –land use/zoning clarified asP(CG), Planned Development (General Commercial). Portion of Residential Development along Cartwright Way 13.(located north of Stevens Creek Boulevard on the west side of Vista Drive) –land use/zoning clarified asP(R1C), Planned Development, Single Family Residential Cluster. Part of this residential development falls within the Heart of the City area. Office Complex on S. De Anza Boulevard and Pacifica Drive 14.(located on the east side of S. De Anza Boulevard, north of Pacifica Drive and west of Torre Avenue) –land use/zoning clarified asP(OP), Planned Development Planned Office. Planned Industrial Zone Area 15.(located on the north side of Vallco Parkway, east of Vallco Shopping Mall and west of N. Tantau Avenue) –land use/zoning clarified asP(MP), Planned Development Planned Industrial Zone. Staffwould like to highlight two additional sites that require further clarification by the Council: Biltmore Apartments 1.(10159 S. Blaney)–Staff would like the Council to clarify whether the area should be zoned P(CG, Res)to correspond to the mixed use zoning for the Heart of the City Specific Plan area or should be clarified to have the original zoning designation of P(R3) or Planned Development (Multiple Family Residential). Abundant Life Church 2.(10100 N. Stelling Road) –Staff recommends keeping the P (CG, Res) or Planned Development (General Commercial, Residential) zoning for this site and providing protections for existing churches, similar to the other two church sites in the Heart of the City Specific Plan area. Language Clarifications(See redlines in AttachmentD.and new language intheclean copy of the proposed Heart of the City Specific Plan in Attachment B) In order to clarify the land use and zoning for the abovementioned sites, staff is recommending the following changes to the Heart of the City Specific Plan. In addition, staff is proposing referencing the General Plan and Zoning Ordinance, where applicable in order to reduce repetition and inconsistencies: 1.The new Heart of the City Specific Plan land use/zoning maps have been incorporated (See Figures 1 through 3in Attachment B) and language has been modified accordingly to reference the new maps. 2.The section on Land Use –Permitted and Conditional Uses (Section 1.01.020) has been modified to indicate that land use and zoning for the sites arenoted on the Heart of the City 356 Specific Plan land use/zoning maps.Additionally, it is clarified that existingchurch (quasi- public)uses approved by the City with a conditional use permit in existence prior to April 16, 2010 (the effective date of the last updated Heart of the City Specific Plan) are permitted. All three churches have approved use permits. This is consistent with the language that was recently adopted for achurch use in the ML-rc zoneon Bubb Road. 3.The section on Building Height, Setbacks and Orientation (Section1.01.030) has been clarified to referencethe General Plan. 4.The sections on Application Requirements and Approval Authority and Exception Process have been modified to reference the Zoning Ordinance. 5.On Page 5 under Policy Framework, the sentence in policy three (3) has been modified (see new underlined text) to the following: 3. Subdivision of commercial and mixed use parcels is stronglydiscouraged. This is added to more strongly clarifyCouncil’s policy on discouraging subdivision of parcels in the City’s key commercial and mixed-use areas. General Plan Land Use and Zoning Maps(seeExhibits inAttachments AandC) The proposed technical amendments include designating one color for the entire Heart of the City Specific Plan area.Thespecific land use and zoning would be providedinthe Heart of the City Specific Plan. This wouldeliminate the necessity for multiple maps with various land use/zoning designations and the possibility for future inconsistencies related to this area. Project Notification to Council Additionally, staff would like to note that project descriptionswill specifically call out that the project is in the Heart of the City Area. This will provide additional clarification to Council and the public onagendas and decisions related to projectsthat are in the Heart of the City Area. Environmental Review Because this project involves only technical amendments for clarifications to the General Plan Land Use map, Zoning Map and Heart of the City Specific Plan related only to the Heart of the City area, the project is considered categorically exempt per Section 15061(b)(3) of the California Environmental Quality Act (CEQA) that the activity is covered by the general rule with certaintythatthere is nopossibility that the activity in question may have a significant effect upon the environment. _____________________________________ Prepared by:Aki Honda Snelling, AICP, Senior Planner Reviewed by: Gary Chao, City Planner Aarti Shrivastava, Director of Community Development Approved for Submission by: David W. Knapp, City Manager Attachments:A.Draft Ordinance approving Z-2011-05 B.Draft Ordinance approving SPA-2011-01 357 C.Draft Resolution approving GPA-2011-04 D.Redlined changes to the2010Heart of the City Specific Plan(clean copy is Exhibit A in Attachment B) E.List of propertiesby Assessor’s Parcel Numbers and their associated zoning in the Heart of the City Area 358 Attachment E(Revised to include CC changes from 11/15/11) Redlined Text Changes to the Heart of the City Specific Plan On Page 5: Policy Framework (Policies) Policies 3. Subdivision of commercial and mixed use parcels is strongly discouraged. On Page 6: Land UseArea and Special CentersMap This Heart of the City PlanArea and Special Centers Map(Figure 1)defines theboundaries of the Heart of the City Specific Plan area and the Special Centers within these boundaries.This map also identifies the primary and supportingland usesforeach Special Center in accordance with the CupertinoGeneral Plan,anda variety of land use opportunities of well planned and designed commercial, office and residential development, enhanced activity nodes, and safe and efficient circulation and access for all modes of transportation between activity centers that help focus and support activity in the centers. West Stevens Creek Boulevard Educational/Public/Park District Primary Use: Quasi-Public/Public Facilities Supporting Use: Mixed Commercial/Residential (Residential may be located behind Primary Uses and above the ground level) Crossroads Area Commercial Shopping District Primary Use: Commercial/Retail Secondary Use: Commercial Office above the ground level Supporting Use: Limited Residential (Residential may be located behind Primary Uses and above the ground level) Central Stevens Creek Boulevard Primary Use: Commercial/Commercial Office Secondary Use: Office above ground level Supporting Use: Residential/Residential Mixed Uses City Center Sub-Area Primary Use: Office/Residential/Hotel/Public Facilities/Commercial Retail/Mixed Uses East Stevens Creek Boulevard Regional Commercial District Primary Use: Retail/Commercial/Commercial Office Secondary Use: Office above ground level Supporting Use: Residential/Residential Mixed Use On Page 7 (Figure 1), the note at the bottom of the map: *Properties with frontage exclusively on South De Anza Boulevard (not including City Center north) are not required to install Heart of the City streetscape features. For these properties, the setback shall be consistent with the South De Anza Conceptual Plan. On Page 8 (Figures 2 and 3), please see thenew Heart of the City Zoning Maps). 359 On Pages14and 15: evelopment Standards and Design Guidelines D Background The Development Standards and Design Guidelines contained in this Element provide regulatory support for the Specific Plan’s land use policies. They are intended to promote high-quality private-sector development, enhance property values, and ensure that both private investment and public activity continues to be attracted to the Stevens Creek Boulevard corridor. Development Standards 1.01.010 Description A variety of different types ofcommercial development, from stand-alone single-tenant buildings to small convenience centers, office buildings and large shopping centers may be proposed. Properties with frontage exclusively on South De Anza Boulevard in the Heart of the City Specific Plan area are required to conform to the architectural and site design guidelines of the Specific Plan. 1.01.020 Land Useand Zoning –Permitted and Conditional Uses The zoning and land usesfor properties shall comply with the land use and zoning maps in Figures1,2 and 3.Development regulations for properties will be as follows: A. Commercial –All Permitted and Conditional Uses in accordance with the Zoning Ordinance regulations of the City’s General Commercial (CG) zoning district.per Sections 19.56.030 through 19.56.040 with the following additional limitations Uses such as professional, general, administrative, business offices, business services, such as advertising bureaus, credit reporting, accounting and similar consulting agencies, stenographic services, and communication equipment buildings, vocational and specialized schools, dance and music studios, gymnasiums and health clubs and child care centers and other uses that do not involve the direct retailing of goods or services to the general public shall be limited to occupy no more than 25% of the total building frontage along Stevens Creek Boulevard and/or 50% of the rear of the building. B. Residential –at a maximum density of twenty five (25) units per acre, except that in the South Vallco Master Plan area the density is thirty five (35) units per acre.exceptwhere otherwise indicated on the land use and zoning mapsand in the General Plan.For mixed residential and commercial developments, residential development shall be based on net density,excluding parking and/or land areas devoted to the commercial portion of the development. The following is an illustration of how net density is calculated: Gross lot = 1 acre (43,560 sq. ft) Commercial building area = 8,000 sq. ft. Surface parking area for commercial area = 6,120 sq. ft. (40 uni-size spaces @ 1/250 sq. ft.) Allowance for outdoor open/landscaping area (10% of commercial building and parking area) = 1,412 sq. ft. Total area for commercial portion of development = 15,532 sq. ft. Remainder area = 28,028 sq. ft. =10.643 acres Units allowable on remainder area = 0.643 * 25 = 16 units 360 In mixed residential and commercial developments, the preferred location for residential units shall be behind primary street-fronting retail/commercial uses. Secondarily, residential units may be located above the ground level on multi-story buildings. The amount of building space devoted to retail/commercial uses shall be such that the retail/commercial uses shall have a viable and substantial retail component. C.Existing churchuses approved by the City with a conditional use permit in existence prior to April 16, 2010. D.Development regulations for all other zones shall comply with the specific zoning districts in the Zoning Ordinance. On Pages 15 and 16: 1.01.030 Building Height, Setbacks and Orientation A. Height –as measured from sidewalk to top of cornice, parapet, or eave line of a peaked roof shall be as follows: 1. Maximum –Forty five (45) feet, except where regulated bythe Cupertino General Plan– Maximum Building Heights. 2. The primary bulkof building shall be maintained below a 1:1 slope line drawn from the arterial street curb line or lines in all areas subject to the Heart of the City standards except for the Crossroads areaand the Vallco area. SeetheCrossroads Streetscape Plan and the Maximum Building Heights diagramin the Cupertino General Planfor details. 3.Mechanical equipment and utility structures: a. Rooftop mechanical equipment may exceed height limitations if they are enclosed, centrally located on the roof and not visible from adjacent streets. b. Shall be screened from public view. c. Shall be provided with measures where possible with reasonable efforts to buffer noise from adjacent residential uses. B. Front Setbacks 1. Minimum Setback –for new development shall be 35 feet from the edge of curb (nine (9) feet from the required Boulevard Landscape Easement; see section 1.01.040(D)). New development shall be defined as a twenty five per cent (25%) or greater increase in floor area or a 25% or greater change in floor area resulting from use permit or architectural and site approval within twelve (12) months. Properties with frontage exclusively on South De Anza Boulevard (not including City Center north) are not required to install Heart of the City streetscape features. For these properties, the setback shall be consistent with the South De Anza Boulevard Conceptual Plan.See the note in the Land Use Map for the South De Anza Special Center Area.See the note in the Land Use Map for the South De Anza Boulevard Conceptual Plan area. 361 On Page 20: Application Requirements and Approval Authority . Refer to Zoning Ordinance Chapter 19.12, AdministrationA. Prior to the erection of a new building or structure in the Plan Area, or prior to the enlargement or modification of an existing building, structure or site (including landscaping and lighting) in the Plan Area, the applicant for a building permit must obtain a development permit(s) in a manner consistent with the requirements specified in Chapters 19.48, 19.124 and 19.134 ofthe Cupertino Municipal Code. If the building square footage is less than five thousand square feet, the Planning Commission may grant a development permit(s). If the building square footage is five thousand square feet or greater, the development permitmay only be issued by the City Council upon recommendation of the Planning Commission. B. Minor architectural modifications, including changes in materials and colors, shall be reviewed by the Director of Community Development as specified in Chapter 19.132 or 2.90 of the Cupertino Municipal Code. If an application is diverted to the Design Review Committee or the Planning Commission, the application will be agendized for a Design Review Committee or Planning Commission meeting as an architectural and site application. Exception Process for Development Standards In order to provide design flexibility in situations when small lot size, unusually shaped parcels, or unique surrounding land uses make it difficult to adhere to the development standards and where all efforts to meet the standards have been exhausted, an applicant for development may file an exception request to seek approval to deviate from the standards. The possibility of lot consolidation, if an exception is needed for a substandard parcel, shall be evaluated. The exception process shall not be used to increase land use intensity or change permitted land uses. A. An exception for development standards can be approved if the final approval authority for a project makes all of the followingfindings: 1. The proposed development is otherwise consistent with the City’s General Plan and with the goals of this specific plan and meets one or more of the criteria described above. 2. The proposed development will not be injurious to property or improvements in the area nor be detrimental to the public health and safety. 3. The proposed development will not create a hazardous condition for pedestrian vehicular traffic. 4. The proposed development has legal access to public streets and public services are available to serve the development. 5. The proposed development requires an exception, which involves the least modification of, or deviation from, the development regulations prescribed in this chapter necessary to accomplish a reasonable use of the parcel. B. Refer to Zoning Ordinance Chapter 19.12, Administration, for approval authority of an Exception Process. 362 B. An application for exception must be submitted on a form as prescribed by the Director of Community Development. The applicationshall be accompanied by a fee prescribed by City Council resolution, no part of which shall be refundable, to the applicant. Upon receipt of an application for an exception, the Director shall issue a Notice of Public Hearing before the Planning Commission for an exception under this chapter in the same manner as provided in section 19.120.060 (relating to zoning changes). After a public hearing, and consideration of the application in conjunction with the mandatory findings contained in subsection A above, the Planning Commission shall approve, conditionally approve or deny the application for an exception. The decision of the Planning Commission may be appealed to the City Council as provided in Section 19.136.060.C. An exception which has not been used within two years following the effective date thereof, shall become null and void and of no effect unless a shorter time period shall specifically be prescribed by the conditions of such permit or variance. An exception permit shall be deemed to have been used in the event of the erection of a structure or structures when sufficient building activity has occurred and continues to occur in a diligent manner. 363 Attachment F(Revised 11/15/11 including property addresses) List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designations in the Heart of the City Specific Plan Area The following is a written description of all that real propertyanta Clara, State of California, in the Heart of the City Specific Plan Area identified by Assessthat is rezoned from P Mixed Use Planned Development to the corresponding zoning designation listed below.These current Assessors Parcel Numbers (APNs) shall herein be incorporated by reference with their corresponding zoning designation, including any future ame Numbers. ASSESSORS PARCEL PROPOSED ZONINGNUMBERPROPERTY ADDRESS 21250 STEVENS CREEK BLVD BA359 01 002 21250 STEVENS CREEK BLVD BA359 01 004 10300 STEVENS CREEK BLVD 10350 STEVENS CREEK BLVD P(BA)369 31 03310800 STEVENS CREEK BLVD P(CG)359 17 00310311 S DE ANZA BLVD P(CG)359 10 01620565 SUNRISE DR P(CG)359 17 00110251 S DE ANZA BLVD P(CG)359 10 06010211 S DE ANZA BLVD P(CG)359 17 00210301 S DE ANZA BLVD P(CG)359 10 04720559 RODRIGUES AVE P(CG)359 10 01510133 S DE ANZA BLVD P(CG)359 10 01420556 SCOFIELD DR P(CG)359 17 00510381 S DE ANZA BLVD P(CG)359 17 00410321 S DE ANZA BLVD P(CG)359 17 02310495 S DE ANZA BLVD P(CG)359 10 04410201 S DE ANZA BLVD P(CG)359 17 01910385 S DE ANZA BLVD P(CG)359 10 04320556 SUNRISE DR 21255 STEVENS CREEK BLVD P(CG)326 27 035 P(CG, OP, Res)316 20 078 P(CG, OP, Res)316 20 085 P(CG, OP, Res)316 20 08610080 N WOLFE RD P(CG, OP, Res)316 49 99919507 STEVENS CREEK BLVD P(CG, OP, Res)316 20 037 P(CG, OP, Res)316 20 079 P(CG, OP, Res)316 20 038 10100 N TANTAU AVE P(CG, OP, Res)316 19 061 P(CG, OP,Res)369 01 03510200 S DE ANZA BLVD P(CG, OP,Res)369 01 02620380 STEVENS CREEK BLVD P(CG, OP,Res)369 01 022 364 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP,Res)369 01 06510050 S DE ANZA BLVD P(CG, OP,Res)369 01 99920490 STEVENS CREEK BLVD P(CG, OP,Res)369 01 99920490 STEVENS CREEK BLVD P(CG, OP,Res)369 53 99920488 STEVENS CREEK BLVD P(CG, OP,Res)369 01 02120350 STEVENS CREEK BLVD P(CG, OP,Res)369 01 02720450 STEVENS CREEK BLVD P(CG, OP,Res)369 01 02820400 STEVENS CREEK BLVD P(CG, OP,Res)369 01 998 P(CG, OP,Res)369 01 01920300 STEVENS CREEK BLVD P(CG, OP,Res)369 01 02020330 STEVENS CREEK BLVD P(CG, OP,Res)369 01 00110100 S DE ANZA BLVD P(CG, OP,Res)369 01 023 P(CG, OP, Res)316 49 02819503 STEVENS CREEK BLVD UNIT 128 P(CG, OP, Res)316 49 03019503 STEVENS CREEK BLVD UNIT130 P(CG, OP, Res)316 49 03119503 STEVENS CREEK BLVD UNIT 131 P(CG, OP, Res)316 49 02919503 STEVENS CREEK BLVD UNIT 129 P(CG, OP, Res)316 49 02319503 STEVENS CREEK BLVD UNIT 121 P(CG, OP, Res)316 49 02519503 STEVENS CREEK BLVD UNIT 125 P(CG, OP, Res)316 49 02719503 STEVENS CREEK BLVD UNIT 127 P(CG, OP, Res)316 49 02419503 STEVENS CREEK BLVD UNIT 123 P(CG, OP, Res)316 49 07319503 STEVENS CREEK BLVD UNIT 258 P(CG, OP, Res)316 49 07419503 STEVENS CREEK BLVD UNIT 259 P(CG, OP, Res)31649 04419503 STEVENS CREEK BLVD UNIT 201 P(CG, OP, Res)316 49 07219503 STEVENS CREEK BLVD UNIT 257 P(CG, OP, Res)316 49 04619503 STEVENS CREEK BLVD UNIT 203 P(CG, OP, Res)316 49 04519503 STEVENS CREEK BLVD UNIT 202 P(CG, OP, Res)316 49 06419503 STEVENS CREEK BLVD UNIT 231 P(CG, OP, Res)316 49 06219503 STEVENS CREEK BLVD UNIT 229 P(CG, OP, Res)316 49 05619503 STEVENS CREEK BLVD UNIT 221 P(CG, OP, Res)316 49 05819503 STEVENS CREEK BLVD UNIT 225 P(CG, OP, Res)316 49 06019503 STEVENS CREEK BLVD UNIT 227 P(CG, OP, Res)316 49 05719503 STEVENS CREEK BLVD UNIT 223 P(CG, OP, Res)316 49 10919503 STEVENS CREEK BLVD UNIT 359 P(CG, OP, Res)316 49 07919503 STEVENS CREEK BLVD UNIT 301 P(CG, OP, Res)316 49 10819503 STEVENS CREEK BLVD UNIT 358 P(CG, OP, Res)316 49 10719503 STEVENS CREEK BLVD UNIT 357 P(CG, OP, Res)316 49 08119503 STEVENS CREEK BLVD UNIT 303 P(CG, OP, Res)316 49 08019503 STEVENS CREEK BLVD UNIT 302 P(CG, OP, Res)316 49 08219503 STEVENS CREEK BLVD UNIT 308 P(CG,OP, Res)316 49 08319503 STEVENS CREEK BLVD UNIT 309 Page 2 of 30 365 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP, Res)316 49 10619503 STEVENS CREEK BLVD UNIT 351 P(CG, OP, Res)316 49 10419503 STEVENS CREEK BLVD UNIT 338 P(CG, OP, Res)316 49 10519503 STEVENS CREEK BLVD UNIT 339 P(CG, OP, Res)316 49 08419503 STEVENS CREEK BLVD UNIT 311 P(CG, OP, Res)316 49 08519503 STEVENS CREEK BLVD UNIT 312 P(CG, OP, Res)316 49 10319503 STEVENS CREEK BLVD UNIT 337 P(CG, OP, Res)316 49 08619503 STEVENS CREEK BLVD UNIT 315 P(CG, OP, Res)316 49 10219503 STEVENS CREEK BLVD UNIT 336 P(CG, OP, Res)316 49 04719503 STEVENS CREEK BLVD UNIT 208 P(CG, OP, Res)316 49 04819503 STEVENS CREEK BLVD UNIT 209 P(CG, OP, Res)316 49 07119503 STEVENS CREEK BLVD UNIT 251 P(CG, OP, Res)316 49 06919503 STEVENS CREEK BLVD UNIT 238 P(CG, OP, Res)316 49 07019503 STEVENS CREEK BLVD UNIT 239 P(CG, OP, Res)316 49 04919503 STEVENS CREEK BLVD UNIT 211 P(CG, OP, Res)316 49 05019503 STEVENS CREEK BLVD UNIT 212 P(CG, OP, Res)316 49 06819503 STEVENS CREEK BLVD UNIT 237 P(CG, OP, Res)316 49 05119503 STEVENS CREEK BLVD UNIT 215 P(CG, OP, Res)316 49 06719503 STEVENS CREEK BLVD UNIT 236 P(CG, OP, Res)316 49 05219503 STEVENS CREEK BLVD UNIT 217 P(CG, OP, Res)316 49 06619503 STEVENS CREEK BLVD UNIT 235 P(CG, OP, Res)316 49 05319503 STEVENS CREEK BLVD UNIT 218 P(CG, OP, Res)316 49 05419503 STEVENS CREEK BLVD UNIT 219 P(CG, OP, Res)316 49 06519503 STEVENS CREEK BLVD UNIT 233 P(CG, OP, Res)316 49 05519503 STEVENS CREEK BLVD UNIT 220 P(CG, OP, Res)316 49 05919503 STEVENS CREEK BLVD UNIT 226 P(CG, OP, Res)316 49 06119503 STEVENS CREEK BLVD UNIT 228 P(CG, OP, Res)316 49 06319503 STEVENS CREEK BLVD UNIT 230 P(CG, OP, Res)316 49 07819503 STEVENS CREEK BLVD UNIT 267 P(CG, OP, Res)316 49 07719503 STEVENS CREEK BLVD UNIT 265 P(CG, OP, Res)316 49 07619503 STEVENS CREEK BLVD UNIT 263 P(CG, OP, Res)316 49 07519503 STEVENS CREEK BLVD UNIT 261 P(CG, OP, Res)316 49 00819507 STEVENS CREEK BLVD UNIT 205 P(CG, OP, Res)316 49 00519507 STEVENS CREEK BLVD UNIT 201 P(CG, OP, Res)316 49 04319503 STEVENS CREEK BLVD UNIT 159 P(CG, OP, Res)316 49 01119503 STEVENS CREEK BLVD UNIT 101 P(CG, OP, Res)316 49 04219503 STEVENS CREEK BLVD UNIT 158 P(CG, OP, Res)316 49 00419507 STEVENS CREEK BLVD UNIT 105 P(CG, OP, Res)316 49 00319507 STEVENS CREEK BLVD UNIT 103 P(CG, OP, Res)316 49 00219507 STEVENS CREEK BLVD UNIT 102 P(CG, OP, Res)316 49 00119507 STEVENS CREEK BLVD UNIT 101 Page 3 of 30 366 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP, Res)316 49 04119503 STEVENS CREEK BLVD UNIT 157 P(CG, OP, Res)316 49 01319503 STEVENS CREEK BLVD UNIT 103 P(CG, OP, Res)316 49 01219503 STEVENS CREEK BLVD UNIT 102 P(CG, OP, Res)316 49 01419503 STEVENS CREEK BLVD UNIT 105 P(CG, OP, Res)316 49 04019503 STEVENS CREEK BLVD UNIT 155 P(CG, OP, Res)316 49 03919503 STEVENS CREEK BLVD UNIT 153 P(CG, OP, Res)316 49 01519503 STEVENS CREEK BLVD UNIT 107 P(CG, OP, Res)316 49 01619503 STEVENS CREEK BLVD UNIT 108 P(CG, OP, Res)316 49 03819503 STEVENS CREEK BLVD UNIT 151 P(CG, OP, Res)316 49 03619503 STEVENS CREEK BLVD UNIT 138 P(CG, OP, Res)316 49 03719503 STEVENS CREEK BLVD UNIT 139 P(CG, OP, Res)316 49 01719503 STEVENS CREEK BLVD UNIT 111 P(CG, OP, Res)316 49 01819503 STEVENS CREEK BLVD UNIT 112 P(CG, OP, Res)316 49 03519503 STEVENSCREEK BLVD UNIT 137 P(CG, OP, Res)316 49 01919503 STEVENS CREEK BLVD UNIT 115 P(CG, OP, Res)316 49 03419503 STEVENS CREEK BLVD UNIT 136 P(CG, OP, Res)316 49 02019503 STEVENS CREEK BLVD UNIT 117 P(CG, OP, Res)316 49 03319503 STEVENS CREEK BLVD UNIT 135 P(CG, OP, Res)316 49 02119503 STEVENS CREEK BLVD UNIT 118 P(CG, OP, Res)316 49 03219503 STEVENS CREEK BLVD UNIT 133 P(CG, OP, Res)316 49 02219503 STEVENS CREEK BLVD UNIT 120 P(CG, OP, Res)316 49 02619503 STEVENS CREEK BLVD UNIT 126 P(CG, OP, Res)316 49 08919503 STEVENS CREEK BLVD UNIT 319 P(CG, OP, Res)316 49 10019503 STEVENS CREEK BLVD UNIT 333 P(CG, OP, Res)316 49 09019503 STEVENS CREEK BLVD UNIT 320 P(CG, OP, Res)316 49 09419503 STEVENS CREEK BLVD UNIT 326 P(CG, OP, Res)316 49 09619503 STEVENS CREEK BLVD UNIT 328 P(CG, OP, Res)316 49 09819503 STEVENS CREEK BLVD UNIT 330 P(CG, OP, Res)316 49 09919503 STEVENS CREEK BLVD UNIT 331 P(CG, OP, Res)316 49 09719503 STEVENS CREEK BLVD UNIT 329 P(CG, OP, Res)316 49 09119503 STEVENS CREEK BLVD UNIT 321 P(CG, OP, Res)316 49 09319503 STEVENS CREEK BLVD UNIT 325 P(CG, OP, Res)316 49 09519503 STEVENS CREEK BLVD UNIT 327 P(CG, OP, Res)316 49 09219503 STEVENS CREEK BLVD UNIT 323 P(CG, OP, Res)316 49 11219501 STEVENS CREEK BLVD STE 105 P(CG, OP, Res)316 49 11019501 STEVENS CREEK BLVD STE 101 P(CG, OP, Res)316 49 11119501 STEVENS CREEK BLVD STE 103 P(CG, OP, Res)316 49 08719503 STEVENS CREEK BLVD UNIT 317 P(CG, OP, Res)316 49 10119503 STEVENS CREEK BLVD UNIT 335 P(CG, OP, Res)316 49 08819503 STEVENS CREEK BLVD UNIT 318 Page 4 of 30 367 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP, Res)316 49 00719507 STEVENS CREEK BLVD UNIT 203 P(CG, OP, Res)316 49 00619507 STEVENS CREEK BLVD UNIT 202 P(CG, OP, Res)316 49 00919505 STEVENS CREEK BLVD UNIT 101 P(CG, OP, Res)316 49 01019505 STEVENS CREEK BLVD UNIT 103 P(CG, OP,Res)369 53 02720488 STEVENS CREEK BLVD UNIT 1115 P(CG, OP,Res)369 53 03220488 STEVENS CREEK BLVD UNIT 1116 P(CG, OP,Res)369 53 01520488 STEVENS CREEK BLVD UNIT 2105 P(CG, OP,Res)369 53 01120488 STEVENS CREEK BLVD UNIT 2117 P(CG, OP,Res)369 53 00320488 STEVENS CREEK BLVD UNIT 2106 P(CG, OP,Res)369 53 01420488 STEVENS CREEK BLVD UNIT 2111 P(CG, OP,Res)369 53 01220488 STEVENS CREEK BLVD UNIT 2115 P(CG, OP,Res)369 53 01320488 STEVENS CREEK BLVD UNIT 2113 P(CG, OP,Res)369 53 02820488 STEVENS CREEK BLVD UNIT 1117 P(CG, OP,Res)369 53 03120488 STEVENS CREEK BLVD UNIT 1118 P(CG, OP,Res)369 53 00420488 STEVENS CREEK BLVD UNIT 2107 P(CG, OP,Res)369 53 00920488 STEVENS CREEK BLVD UNIT 2114 P(CG, OP,Res)369 53 00820488 STEVENS CREEK BLVD UNIT 2112 P(CG, OP,Res)369 53 02920488 STEVENS CREEK BLVD UNIT 1119 P(CG, OP,Res)369 53 03020488 STEVENS CREEK BLVD UNIT 1120 P(CG, OP,Res)369 53 01020488 STEVENS CREEK BLVD UNIT 2116 P(CG, OP,Res)369 53 00720488 STEVENS CREEK BLVD UNIT 2110 P(CG, OP,Res)369 53 00620488 STEVENS CREEK BLVD UNIT 2109 P(CG, OP,Res)369 53 00520488 STEVENS CREEK BLVD UNIT 2108 P(CG, OP,Res)369 53 02320488 STEVENS CREEK BLVD UNIT 1110 P(CG, OP,Res)369 53 00220488 STEVENS CREEK BLVD UNIT 2104 P(CG, OP,Res)369 53 15020488 STEVENS CREEK BLVD UNIT 1503 P(CG, OP,Res)369 53 15120488 STEVENS CREEK BLVD UNIT 1501 P(CG, OP,Res)369 53 14020488 STEVENS CREEK BLVD UNIT 1513 P(CG, OP,Res)369 53 14720488 STEVENS CREEK BLVD UNIT 1514 P(CG, OP,Res)369 53 14120488 STEVENS CREEK BLVD UNIT 1515 P(CG, OP,Res)369 53 14620488 STEVENS CREEK BLVD UNIT 1516 P(CG, OP,Res)369 53 14220488 STEVENS CREEK BLVD UNIT 1517 P(CG, OP,Res)369 53 14520488 STEVENS CREEK BLVD UNIT 1518 P(CG, OP,Res)369 53 14320488 STEVENS CREEK BLVD UNIT 1519 P(CG, OP,Res)369 53 14420488 STEVENS CREEK BLVD UNIT 1520 P(CG, OP,Res)369 53 15720488 STEVENS CREEK BLVD UNIT 1610 P(CG, OP,Res)369 53 15620488 STEVENS CREEK BLVD UNIT 1609 P(CG, OP,Res)369 53 15520488 STEVENS CREEK BLVD UNIT 1608 P(CG, OP,Res)369 53 15420488 STEVENS CREEK BLVD UNIT 1606 P(CG, OP,Res)369 53 15320488 STEVENS CREEK BLVD UNIT 1604 Page 5 of 30 368 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP,Res)369 53 15820488 STEVENS CREEK BLVD UNIT 1611 P(CG, OP,Res)369 53 15220488 STEVENS CREEK BLVD UNIT 1602 P(CG, OP,Res)369 53 15920488 STEVENS CREEK BLVD UNIT 1612 P(CG, OP,Res)369 53 16720488 STEVENS CREEK BLVD UNIT 1607 P(CG, OP,Res)369 53 16820488 STEVENS CREEK BLVD UNIT 1605 P(CG, OP,Res)369 53 16920488 STEVENS CREEK BLVD UNIT 1603 P(CG, OP,Res)369 53 17020488 STEVENS CREEK BLVD UNIT 1601 P(CG, OP,Res)369 53 16020488 STEVENS CREEK BLVD UNIT 1613 P(CG, OP,Res)369 53 16620488 STEVENS CREEK BLVD UNIT 1614 P(CG, OP,Res)369 53 18220488 STEVENS CREEK BLVD UNIT 1718 P(CG, OP,Res)369 53 19420488 STEVENS CREEK BLVD UNIT 1810 P(CG, OP,Res)369 53 19320488 STEVENS CREEK BLVD UNIT 1809 P(CG, OP,Res)369 53 06020488 STEVENS CREEK BLVD UNIT 1210 P(CG, OP,Res)369 53 05920488 STEVENS CREEK BLVD UNIT 1209 P(CG, OP,Res)369 53 05820488 STEVENS CREEK BLVD UNIT 1208 P(CG, OP,Res)369 53 05720488 STEVENS CREEK BLVD UNIT 1206 P(CG, OP,Res)369 53 05620488 STEVENS CREEK BLVD UNIT 1204 P(CG, OP,Res)369 53 06120488 STEVENSCREEK BLVD UNIT 1211 P(CG, OP,Res)369 53 02220488 STEVENS CREEK BLVD UNIT 1109 P(CG, OP,Res)369 53 02120488 STEVENS CREEK BLVD UNIT 1108 P(CG, OP,Res)369 53 02020488 STEVENS CREEK BLVD UNIT 1106 P(CG, OP,Res)369 53 01920488 STEVENS CREEK BLVD UNIT 1104 P(CG, OP,Res)369 53 02420488 STEVENS CREEK BLVD UNIT 1111 P(CG, OP,Res)369 53 01820488 STEVENS CREEK BLVD UNIT 1102 P(CG, OP,Res)369 53 02520488 STEVENS CREEK BLVD UNIT 1112 P(CG, OP,Res)369 53 01720488 STEVENS CREEK BLVD UNIT 2101 P(CG, OP,Res)369 53 03420488 STEVENS CREEK BLVD UNIT 1107 P(CG, OP,Res)369 53 03520488 STEVENS CREEK BLVD UNIT 1105 P(CG, OP,Res)369 53 03620488 STEVENS CREEK BLVD UNIT 1103 P(CG, OP,Res)369 53 03720488 STEVENS CREEK BLVD UNIT 1101 P(CG, OP,Res)369 53 00120488 STEVENS CREEK BLVD UNIT 2102 P(CG, OP,Res)369 53 02620488 STEVENS CREEK BLVD UNIT 1113 P(CG, OP,Res)369 53 01620488 STEVENS CREEK BLVD UNIT 2103 P(CG, OP,Res)369 53 03320488 STEVENS CREEK BLVD UNIT 1114 P(CG, OP,Res)369 53 07420488 STEVENS CREEK BLVD UNIT 1201 P(CG, OP,Res)369 53 03820488 STEVENS CREEK BLVD UNIT 2202 P(CG, OP,Res)369 53 06320488 STEVENS CREEK BLVD UNIT 1213 P(CG, OP,Res)369 53 05320488 STEVENS CREEK BLVD UNIT 2203 P(CG, OP,Res)369 53 07020488 STEVENS CREEK BLVD UNIT 1214 P(CG, OP,Res)369 53 03920488 STEVENS CREEK BLVD UNIT 2204 Page 6 of 30 369 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP,Res)369 53 06420488 STEVENS CREEK BLVD UNIT 1215 P(CG, OP,Res)369 53 06920488 STEVENS CREEK BLVD UNIT 1216 P(CG, OP,Res)369 53 05220488 STEVENS CREEK BLVDUNIT 2205 P(CG, OP,Res)369 53 04820488 STEVENS CREEK BLVD UNIT 2217 P(CG, OP,Res)369 53 04020488 STEVENS CREEK BLVD UNIT 2206 P(CG, OP,Res)369 53 05120488 STEVENS CREEK BLVD UNIT 2211 P(CG, OP,Res)369 53 04920488 STEVENS CREEK BLVD UNIT 2215 P(CG, OP,Res)369 53 05020488 STEVENS CREEK BLVD UNIT 2213 P(CG, OP,Res)369 53 06520488 STEVENS CREEK BLVD UNIT 1217 P(CG, OP,Res)369 53 06820488 STEVENS CREEK BLVD UNIT 1218 P(CG, OP,Res)369 53 04120488 STEVENS CREEK BLVD UNIT 2207 P(CG, OP,Res)369 53 04620488 STEVENS CREEK BLVD UNIT 2214 P(CG, OP,Res)369 53 04520488 STEVENS CREEK BLVD UNIT 2212 P(CG, OP,Res)369 53 06620488 STEVENS CREEK BLVD UNIT 1219 P(CG, OP,Res)369 53 06720488 STEVENS CREEK BLVD UNIT 1220 P(CG, OP,Res)369 53 04720488 STEVENS CREEK BLVD UNIT 2216 P(CG, OP,Res)369 53 04420488 STEVENS CREEK BLVD UNIT 2210 P(CG, OP,Res)369 53 04320488 STEVENS CREEK BLVD UNIT 2209 P(CG, OP,Res)369 53 04220488 STEVENS CREEK BLVD UNIT 2208 P(CG, OP,Res)369 53 11920488 STEVENS CREEK BLVD UNIT 1412 P(CG, OP,Res)369 53 12820488 STEVENS CREEK BLVD UNIT 1407 P(CG, OP,Res)369 53 12920488 STEVENS CREEK BLVD UNIT 1405 P(CG, OP,Res)369 53 13020488 STEVENS CREEK BLVD UNIT 1403 P(CG, OP,Res)369 53 13120488 STEVENS CREEK BLVD UNIT 1401 P(CG, OP,Res)369 53 12020488 STEVENS CREEK BLVD UNIT 1413 P(CG, OP,Res)369 53 12720488 STEVENS CREEK BLVD UNIT 1414 P(CG, OP,Res)369 53 12120488 STEVENS CREEK BLVD UNIT 1415 P(CG, OP,Res)369 53 12620488 STEVENS CREEK BLVD UNIT 1416 P(CG, OP,Res)369 53 12220488 STEVENS CREEK BLVD UNIT 1417 P(CG, OP,Res)369 53 12520488 STEVENS CREEK BLVD UNIT 1418 P(CG, OP,Res)369 53 12320488 STEVENS CREEK BLVD UNIT 1419 P(CG, OP,Res)369 53 12420488 STEVENS CREEK BLVD UNIT 1420 P(CG, OP,Res)369 53 13820488 STEVENS CREEK BLVD UNIT 1511 P(CG, OP,Res)369 53 13220488 STEVENS CREEK BLVD UNIT 1502 P(CG, OP,Res)369 53 19220488 STEVENS CREEK BLVD UNIT 1808 P(CG, OP,Res)369 53 19120488 STEVENS CREEK BLVD UNIT 1806 P(CG, OP,Res)369 53 19020488 STEVENS CREEK BLVD UNIT 1804 P(CG, OP,Res)369 53 19520488 STEVENS CREEK BLVD UNIT 1811 P(CG, OP,Res)369 53 18920488 STEVENS CREEK BLVD UNIT 1802 P(CG, OP,Res)369 53 19620488 STEVENS CREEK BLVD UNIT 1812 Page 7 of 30 370 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP,Res)369 53 20320488 STEVENS CREEK BLVD UNIT 1807 P(CG, OP,Res)369 53 20420488 STEVENS CREEK BLVD UNIT 1805 P(CG, OP,Res)369 53 20520488 STEVENS CREEK BLVD UNIT 1803 P(CG, OP,Res)369 53 20620488 STEVENS CREEK BLVD UNIT 1801 P(CG, OP,Res)369 53 19720488 STEVENS CREEK BLVD UNIT 1813 P(CG, OP,Res)369 53 20220488 STEVENS CREEK BLVD UNIT 1814 P(CG, OP,Res)369 53 19820488 STEVENS CREEK BLVD UNIT 1815 P(CG, OP,Res)369 53 20120488 STEVENS CREEK BLVD UNIT 1816 P(CG, OP,Res)369 53 19920488 STEVENS CREEK BLVD UNIT 1817 P(CG, OP,Res)369 53 20020488 STEVENS CREEK BLVD UNIT 1818 P(CG, OP,Res)369 53 13720488 STEVENS CREEK BLVD UNIT 1510 P(CG, OP,Res)369 53 13620488 STEVENS CREEK BLVD UNIT 1509 P(CG, OP,Res)369 53 13520488 STEVENS CREEK BLVD UNIT 1508 P(CG, OP,Res)369 53 13420488 STEVENS CREEK BLVD UNIT 1506 P(CG, OP,Res)369 53 13320488 STEVENS CREEK BLVD UNIT 1504 P(CG, OP,Res)369 53 20720488 STEVENS CREEK BLVD STE 2010 P(CG, OP,Res)369 53 05520488 STEVENS CREEK BLVD UNIT 1202 P(CG, OP,Res)369 53 06220488 STEVENS CREEK BLVD UNIT 1212 P(CG, OP,Res)369 53 05420488 STEVENS CREEK BLVD UNIT 2201 P(CG, OP,Res)369 53 07120488 STEVENS CREEK BLVD UNIT 1207 P(CG, OP,Res)369 53 07220488 STEVENS CREEK BLVD UNIT 1205 P(CG, OP,Res)369 53 07320488 STEVENS CREEK BLVD UNIT 1203 P(CG, OP,Res)369 53 09720488 STEVENS CREEK BLVD UNIT 1310 P(CG, OP,Res)369 53 09620488 STEVENS CREEK BLVD UNIT 1309 P(CG, OP,Res)369 53 09520488 STEVENS CREEK BLVD UNIT 1308 P(CG, OP,Res)369 53 09420488 STEVENS CREEK BLVD UNIT 1306 P(CG, OP,Res)369 53 09320488 STEVENS CREEK BLVD UNIT 1304 P(CG, OP,Res)369 53 09820488 STEVENS CREEK BLVD UNIT 1311 P(CG, OP,Res)369 53 09220488 STEVENS CREEK BLVD UNIT 1302 P(CG, OP,Res)369 53 09920488 STEVENS CREEK BLVD UNIT 1312 P(CG, OP,Res)369 53 09120488 STEVENS CREEK BLVD UNIT 2301 P(CG, OP,Res)369 53 10820488 STEVENS CREEK BLVD UNIT 1307 P(CG, OP,Res)369 53 10920488 STEVENS CREEK BLVD UNIT 1305 P(CG, OP,Res)369 53 11020488 STEVENS CREEK BLVD UNIT 1303 P(CG, OP,Res)369 53 11120488 STEVENS CREEK BLVD UNIT 1301 P(CG, OP,Res)369 53 07520488 STEVENS CREEK BLVD UNIT 2302 P(CG, OP,Res)369 53 10020488 STEVENS CREEK BLVD UNIT 1313 P(CG, OP,Res)369 53 09020488 STEVENS CREEK BLVD UNIT 2303 P(CG, OP,Res)369 53 10720488 STEVENS CREEK BLVD UNIT 1314 P(CG, OP,Res)369 53 07620488 STEVENS CREEK BLVD UNIT 2304 Page 8 of 30 371 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP,Res)369 53 10120488 STEVENS CREEK BLVD UNIT 1315 P(CG, OP,Res)369 53 10620488 STEVENS CREEK BLVD UNIT 1316 P(CG, OP,Res)369 53 08920488 STEVENS CREEK BLVD UNIT 2305 P(CG, OP,Res)369 53 08520488 STEVENS CREEK BLVD UNIT 2317 P(CG, OP,Res)369 53 07720488 STEVENS CREEK BLVD UNIT 2306 P(CG, OP,Res)369 53 08820488 STEVENS CREEK BLVD UNIT 2311 P(CG, OP,Res)369 53 08620488 STEVENS CREEK BLVD UNIT 2315 P(CG, OP,Res)369 53 08720488 STEVENS CREEK BLVD UNIT 2313 P(CG, OP,Res)369 53 10220488 STEVENS CREEK BLVD UNIT 1317 P(CG, OP,Res)369 53 10520488 STEVENS CREEK BLVD UNIT 1318 P(CG, OP,Res)369 53 07820488 STEVENS CREEK BLVD UNIT 2307 P(CG, OP,Res)369 53 08320488 STEVENS CREEK BLVD UNIT 2314 P(CG, OP,Res)369 53 08220488 STEVENS CREEK BLVD UNIT 2312 P(CG, OP,Res)369 53 10320488 STEVENS CREEK BLVD UNIT 1319 P(CG, OP,Res)369 53 10420488 STEVENS CREEK BLVD UNIT 1320 P(CG, OP,Res)369 53 08420488 STEVENS CREEK BLVD UNIT 2316 P(CG, OP,Res)369 53 08120488 STEVENS CREEK BLVD UNIT 2310 P(CG, OP,Res)369 53 08020488 STEVENS CREEK BLVD UNIT 2309 P(CG, OP,Res)369 53 07920488 STEVENS CREEK BLVD UNIT 2308 P(CG, OP,Res)369 53 11720488 STEVENS CREEK BLVD UNIT 1410 P(CG, OP,Res)369 53 11620488 STEVENS CREEK BLVD UNIT 1409 P(CG, OP,Res)369 53 11520488 STEVENS CREEK BLVD UNIT 1408 P(CG, OP,Res)369 53 11420488 STEVENS CREEK BLVD UNIT 1406 P(CG, OP,Res)369 53 11320488 STEVENS CREEK BLVD UNIT 1404 P(CG, OP,Res)369 53 11820488 STEVENS CREEK BLVD UNIT 1411 P(CG, OP,Res)369 53 11220488 STEVENS CREEK BLVD UNIT 1402 P(CG, OP,Res)369 53 13920488 STEVENS CREEK BLVD UNIT 1512 P(CG, OP,Res)369 53 14820488 STEVENS CREEK BLVD UNIT 1507 P(CG, OP,Res)369 53 14920488 STEVENS CREEK BLVD UNIT 1505 P(CG, OP,Res)369 53 16120488 STEVENS CREEK BLVD UNIT 1615 P(CG, OP,Res)369 53 16520488 STEVENS CREEK BLVD UNIT 1616 P(CG, OP,Res)369 53 16220488 STEVENS CREEK BLVD UNIT 1617 P(CG, OP,Res)369 53 16420488 STEVENS CREEK BLVD UNIT 1618 P(CG, OP,Res)369 53 16320488 STEVENS CREEK BLVD UNIT 1620 P(CG, OP,Res)369 53 17620488 STEVENS CREEK BLVD UNIT 1710 P(CG, OP,Res)369 53 17520488 STEVENS CREEK BLVD UNIT 1709 P(CG, OP,Res)369 53 17420488 STEVENS CREEK BLVD UNIT 1708 P(CG, OP,Res)369 53 17320488 STEVENS CREEK BLVD UNIT 1706 P(CG, OP,Res)369 53 17220488 STEVENS CREEK BLVD UNIT 1704 P(CG, OP,Res)369 53 17720488 STEVENS CREEK BLVD UNIT 1711 Page 9 of 30 372 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG, OP,Res)369 5317120488 STEVENS CREEK BLVD UNIT 1702 P(CG, OP,Res)369 53 17820488 STEVENS CREEK BLVD UNIT 1712 P(CG, OP,Res)369 53 18520488 STEVENS CREEK BLVD UNIT 1707 P(CG, OP,Res)369 53 18620488 STEVENS CREEK BLVD UNIT 1705 P(CG, OP,Res)369 53 18720488 STEVENS CREEK BLVD UNIT 1703 P(CG, OP,Res)369 53 18820488 STEVENS CREEK BLVD UNIT 1701 P(CG, OP,Res)369 53 17920488 STEVENS CREEK BLVD UNIT 1713 P(CG, OP,Res)369 53 18420488 STEVENS CREEK BLVD UNIT 1714 P(CG, OP,Res)369 53 18020488 STEVENS CREEKBLVD UNIT 1715 P(CG, OP,Res)369 53 18320488 STEVENS CREEK BLVD UNIT 1716 P(CG, OP,Res)369 53 18120488 STEVENS CREEK BLVD UNIT 1717 P(CG,Res)326 34 04710125 BANDLEY DR P(CG,Res)326 34 07110101 N DE ANZA BLVD P(CG,Res)369 48 01110229 DANUBE DR P(CG,Res)369 48 02510247 NILE DR P(CG,Res)369 49 01510198 DANUBE DR P(CG,Res)326 34 07410001 N DE ANZA BLVD P(CG,Res)369 45 01519930 PORTAL PLZ P(CG,Res)369 48 00910225 DANUBE DR P(CG,Res)369 49 01210208 DANUBE DR P(CG,Res)369 45 01019940 PORTAL PLZ P(CG,Res)369 45 03019962 PORTAL PLZ P(CG,Res)369 45 02919954 PORTAL PLZ P(CG,Res)369 45 02719950 PORTAL PLZ P(CG,Res)369 03 00420030 STEVENS CREEK BLVD P(CG,Res)359 08 01320750 STEVENS CREEK BLVD P(CG,Res)316 48 99919999 STEVENS CREEK BLVD P(CG,Res)316 23 03320021 STEVENS CREEK BLVD P(CG,Res)359 07 02610030 S STELLING RD P(CG,Res)369 46 01819870 PORTAL PLZ P(CG,Res)369 46 01319882 PORTAL PLZ P(CG,Res)369 47 00120332 PINNTAGE PKWY P(CG,Res)369 47 03320271 PINNTAGE PKWY P(CG,Res)369 48 00310246 DANUBE DR P(CG,Res)369 49 00210199 DANUBE DR P(CG,Res)369 49 00110197 DANUBE DR P(CG,Res)359 07 00620950 STEVENS CREEK BLVD P(CG,Res)359 07 00521000 STEVENS CREEK BLVD P(CG,Res)369 45 03519956 PORTALPLZ P(CG,Res)369 45 00119982 PORTAL PLZ Page 10 of 30 373 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 49 995 P(CG,Res)369 51 02010167 DANUBE DR P(CG,Res)369 51 01210170 DANUBE DR P(CG,Res)369 48 00610244 DANUBE DR P(CG,Res)369 47 01620302 PINNTAGE PKWY P(CG,Res)369 48 02610249 NILE DR P(CG,Res)369 48 01310233 DANUBE DR P(CG,Res)369 50 00110227 NILE DR P(CG,Res)359 08 02120600 STEVENS CREEK BLVD P(CG,Res)359 08 01910023 S DE ANZA BLVD P(CG,Res)359 08 02220568 STEVENS CREEK BLVD P(CG,Res)359 08 01810041 S DE ANZA BLVD P(CG,Res)369 51 998 P(CG,Res)369 48 00810240 DANUBE DR P(CG,Res)369 47 02220290 PINNTAGE PKWY P(CG,Res)369 49 998 P(CG,Res)369 50 00810241 NILE DR P(CG,Res)369 49 01410204 DANUBE DR P(CG,Res)369 07 00110121 MILLER AVE P(CG,Res)369 49 01610200 DANUBE DR P(CG,Res)369 43 00919960 BRENDA CT P(CG,Res)369 43 00219985 BRENDA CT P(CG,Res)369 43 00119995 BRENDA CT P(CG,Res)369 43 998 P(CG,Res)316 21 08919925 STEVENS CREEK BLVD P(CG,Res)369 47 01820298 PINNTAGE PKWY P(CG,Res)369 47 01720300 PINNTAGE PKWY P(CG,Res)369 47 03820281 PINNTAGE PKWY P(CG,Res)369 48 01610239 DANUBE DR P(CG,Res)369 40 998 P(CG,Res)369 49 01910226 DANUBE DR P(CG,Res)369 47 03620277 PINNTAGE PKWY P(CG,Res)369 47 03520275 PINNTAGE PKWY P(CG,Res)369 47 02420286 PINNTAGE PKWY P(CG,Res)369 47 04620331 PINNTAGE PKWY P(CG,Res)369 41 00410250 S DE ANZA BLVD P(CG,Res)369 47 02320288 PINNTAGE PKWY P(CG,Res)369 48 03010257 NILE DR P(CG,Res)369 48 02710251 NILE DR P(CG,Res)369 47 04120321 PINNTAGE PKWY Page 11 of 30 374 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 48 01410235 DANUBE DR P(CG,Res)369 48 02010268 DANUBE DR P(CG,Res)369 48 01810272 DANUBE DR P(CG,Res)369 48 01710270 DANUBE DR P(CG,Res)369 49 01810232 DANUBE DR P(CG,Res)369 50 01610230 NILE DR P(CG,Res)369 49 00310201 DANUBE DR P(CG,Res)369 46 02619861 PORTAL PLZ P(CG,Res)369 46 00419893 PORTAL PLZ P(CG,Res)369 46 03819801 PORTAL PLZ P(CG,Res)359 07 01910092 BIANCHI WAY P(CG,Res)369 06 01110055 MILLER AVE P(CG,Res)369 43 00519955 BRENDA CT P(CG,Res)369 46 02419852 PORTAL PLZ P(CG,Res)359 08 02720830 STEVENS CREEK BLVD P(CG,Res)369 46 01119892 PORTAL PLZ P(CG,Res)369 46 00819910 PORTAL PLZ P(CG,Res)359 07 03010051 BIANCHI WAY P(CG,Res)359 07 02810050 S STELLING RD P(CG,Res)369 46 04219810 PORTAL PLZ P(CG,Res)369 46 04319802 PORTAL PLZ P(CG,Res)375 11 07318900 STEVENS CREEK BLVD P(CG,Res)369 46 04419800 PORTAL PLZ P(CG,Res)375 11 07219030 STEVENS CREEK BLVD P(CG,Res)375 06 00519200 STEVENS CREEK BLVD P(CG,Res)375 11 04810010 BRET AVE P(CG,Res)316 26 09710120 N DE ANZA BLVD P(CG,Res)316 26 09610110 N DE ANZA BLVD P(CG,Res)316 21 03119875 STEVENS CREEK BLVD P(CG,Res)369 55 99920500 TOWN CENTER LN P(CG,Res)375 01 01419480 STEVENSCREEK BLVD P(CG,Res)369 06 00719550 STEVENS CREEK BLVD P(CG,Res)369 47 04420327 PINNTAGE PKWY P(CG,Res)369 48 01010227 DANUBE DR P(CG,Res)369 47 998 P(CG,Res)316 20 08319805 STEVENS CREEK BLVD P(CG,Res)369 40 050 P(CG,Res)369 40 056 10251 TORRE AVE P(CG,Res)369 40 996 P(CG,Res)369 40 997 Page 12 of 30 375 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)326 34 06510050 BANDLEY DR P(CG,Res)369 48 03210261 NILE DR P(CG,Res)369 47 01520304 PINNTAGE PKWY P(CG,Res)369 40 03810420 S DE ANZA BLVD P(CG,Res)369 43 00619945 BRENDA CT P(CG,Res)369 03 00520010 STEVENS CREEK BLVD P(CG,Res)316 23 02520085 STEVENS CREEK BLVD P(CG,Res)326 32 05220813 STEVENS CREEK BLVD P(CG,Res)369 49 02210224 DANUBE DR P(CG,Res)369 47 01020314 PINNTAGE PKWY P(CG,Res)369 47 00920316 PINNTAGE PKWY P(CG,Res)369 47 03020270 PINNTAGE PKWY P(CG,Res)369 46 02019832 PORTAL PLZ P(CG,Res)369 46 01519872 PORTAL PLZ P(CG,Res)369 46 02119830 PORTAL PLZ P(CG,Res)369 43 01119980 BRENDA CT P(CG,Res)369 43 01219990 BRENDA CT P(CG,Res)369 47 04320325 PINNTAGE PKWY P(CG,Res)369 47 03720279 PINNTAGE PKWY P(CG,Res)369 54 99910280 PARK GREEN LN P(CG,Res)369 46 999 P(CG,Res)369 45 00519974 PORTAL PLZ P(CG,Res)369 45 00719970 PORTAL PLZ P(CG,Res)369 45 01219936 PORTAL PLZ P(CG,Res)369 45 00919942 PORTAL PLZ P(CG,Res)359 08 006 P(CG,Res)316 25 04220289 STEVENS CREEK BLVD P(CG,Res)369 46 01219900 PORTAL PLZ P(CG,Res)359 07 01710061 BIANCHI WAY P(CG,Res)369 46 00719912 PORTAL PLZ P(CG,Res)375 07 00410025 S TANTAU AVE P(CG,Res)369 41 00510201 TORRE AVE P(CG,Res)369 45 01419932 PORTAL PLZ P(CG,Res)369 50 00610237 NILE DR P(CG,Res)326 34 04420563 STEVENS CREEK BLVD P(CG,Res)326 32 05120807 STEVENS CREEK BLVD P(CG,Res)369 48 02910255 NILE DR P(CG,Res)369 48 03110259 NILE DR P(CG,Res)369 51 01610162 DANUBE DR P(CG,Res)369 50 02610201 NILE DR Page 13 of 30 376 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 46 02819851 PORTAL PLZ P(CG,Res)375 07 04510033 JUDY AVE P(CG,Res)369 46 00519891 PORTAL PLZ P(CG,Res)369 46 02719853 PORTALPLZ P(CG,Res)369 45 02019920 PORTAL PLZ P(CG,Res)326 32 05620755 STEVENS CREEK BLVD P(CG,Res)326 34 06420573 STEVENS CREEK BLVD P(CG,Res)326 32 04110073 SAICH WAY P(CG,Res)369 40 046 P(CG,Res)369 40 052 P(CG,Res)369 40 047 20215 STEVENS CREEK BLVD P(CG,Res)316 24 005 P(CG,Res)375 07 00319110 STEVENS CREEK BLVD P(CG,Res)375 07 06019140 STEVENS CREEK BLVD P(CG,Res)375 01 01819300 STEVENS CREEK BLVD P(CG,Res)375 07 00119160 STEVENS CREEK BLVD P(CG,Res)369 45 02419944 PORTAL PLZ P(CG,Res)375 07 04619050 STEVENS CREEK BLVD P(CG,Res)375 01 02219450 STEVENS CREEK BLVD P(CG,Res)369 47 999 P(CG,Res)369 47 02820274 PINNTAGE PKWY P(CG,Res)369 47 02720276 PINNTAGE PKWY P(CG,Res)369 51 00910172 DANUBE DR P(CG,Res)359 07 02510010 S STELLING RD P(CG,Res)369 48 999 P(CG,Res)369 49 01310202 DANUBE DR P(CG,Res)369 03 00320060 STEVENS CREEK BLVD P(CG,Res)369 50 02510199 NILE DR P(CG,Res)369 49 01110206 DANUBE DR P(CG,Res)369 50 00910240 NILE DR P(CG,Res)369 47 997 P(CG,Res)369 45 02119914 PORTAL PLZ P(CG,Res)369 45 03119964 PORTAL PLZ P(CG,Res)369 45 03219966 PORTAL PLZ P(CG,Res)369 51 02310173 DANUBE DR P(CG,Res)375 02 999 P(CG,Res)369 43 00819950 BRENDA CT P(CG,Res)369 45 02619948 PORTAL PLZ P(CG,Res)369 46 03219843 PORTAL PLZ P(CG,Res)369 46 00119871 PORTAL PLZ Page 14 of 30 377 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 46 00219873 PORTAL PLZ P(CG,Res)369 46 00319881 PORTAL PLZ P(CG,Res)369 02 026 P(CG,Res)369 50 02210214 NILE DR P(CG,Res)369 50 01910216 NILE DR P(CG,Res)369 50 02010218 NILE DR P(CG,Res)369 50 01710220 NILE DR P(CG,Res)369 50 03210213 NILE DR P(CG,Res)369 51 01010174 DANUBE DR P(CG,Res)369 47 01120312 PINNTAGE PKWY P(CG,Res)369 48 997 P(CG,Res)369 51 00810182 DANUBEDR P(CG,Res)369 51 00710180 DANUBE DR P(CG,Res)369 51 00210194 DANUBE DR P(CG,Res)369 51 00110192 DANUBE DR P(CG,Res)369 43 00719940 BRENDA CT P(CG,Res)369 45 01619928 PORTAL PLZ P(CG,Res)369 50 01310232 NILE DR P(CG,Res)369 49 997 P(CG,Res)369 50 00510235 NILE DR P(CG,Res)359 07 00210066 S STELLING RD P(CG,Res)369 49 996 P(CG,Res)369 48 00410248 DANUBE DR P(CG,Res)369 50 02810205 NILE DR P(CG,Res)369 46 03419821 PORTAL PLZ P(CG,Res)369 48 998 P(CG,Res)369 47 01920296 PINNTAGE PKWY P(CG,Res)369 47 00220330 PINNTAGE PKWY P(CG,Res)369 48 00210252 DANUBE DR P(CG,Res)359 08 02420900 STEVENS CREEK BLVD P(CG,Res)359 07 02220940 STEVENS CREEK BLVD P(CG,Res)369 40 03910430 S DE ANZA BLVD P(CG,Res)369 51 01310164 DANUBE DR P(CG,Res)369 48 00510242 DANUBE DR P(CG,Res)316 24 04720195 STEVENS CREEK BLVD P(CG,Res)316 25 03920311 STEVENS CREEK BLVD P(CG,Res)359 08 02020700 STEVENS CREEK BLVD P(CG,Res)375 07 00510039 S TANTAU AVE P(CG,Res)326 32 04210057 SAICH WAY P(CG,Res)369 46 02519863 PORTAL PLZ Page 15 of 30 378 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)359 07 02710040 S STELLING RD P(CG,Res)316 24 06020235 STEVENS CREEK BLVD P(CG,Res)369 50 00710239 NILE DR P(CG,Res)369 51 00610186 DANUBE DR P(CG,Res)369 51 00510184 DANUBE DR P(CG,Res)369 49 00410203 DANUBE DR P(CG,Res)369 49 02410220 DANUBE DR P(CG,Res)369 48 01210231 DANUBE DR P(CG,Res)369 47 02520280 PINNTAGE PKWY P(CG,Res)316 26 09510002 N DE ANZA BLVD P(CG,Res)316 25 04320245 STEVENS CREEK BLVD P(CG,Res)369 46 02219842 PORTAL PLZ P(CG,Res)369 46 02319850 PORTAL PLZ P(CG,Res)316 23 02720149 STEVENS CREEK BLVD P(CG,Res)316 26 09420425 STEVENS CREEK BLVD P(CG,Res)369 40 049 P(CG,Res)369 40 055 P(CG,Res)369 45 02519946 PORTAL PLZ P(CG,Res)369 47 00320328 PINNTAGE PKWY P(CG,Res)369 45 02219916 PORTAL PLZ P(CG,Res)369 45 02319918 PORTAL PLZ P(CG,Res)369 06 00519541 RICHWOOD DR P(CG,Res)369 51 02110169 DANUBE DR P(CG,Res)369 51 01110168 DANUBE DR P(CG,Res)369 50 03110211 NILE DR P(CG,Res)369 46 03919812 PORTAL PLZ P(CG,Res)369 46 01919840 PORTAL PLZ P(CG,Res)369 06 00210025 E ESTATES DR P(CG,Res)369 49 00610207 DANUBE DR P(CG,Res)369 03 00220100 STEVENS CREEK BLVD P(CG,Res)369 56 99920128 STEVENS CREEK BLVD P(CG,Res)359 07 02110040 BIANCHI WAY P(CG,Res)369 47 03220269 PINNTAGE PKWY P(CG,Res)369 46 01019890 PORTAL PLZ P(CG,Res)369 05 00819960 STEVENS CREEK BLVD P(CG,Res)369 05 00719990 STEVENS CREEK BLVD P(CG,Res)316 23 09320009 STEVENS CREEK BLVD P(CG,Res)369 47 04020285 PINNTAGE PKWY P(CG,Res)369 50 01410234 NILE DR P(CG,Res)369 46 01619860 PORTAL PLZ Page 16 of 30 379 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 49 00810211 DANUBE DR P(CG,Res)369 50 01010242 NILE DR P(CG,Res)326 34 06720541 STEVENS CREEK BLVD P(CG,Res)369 49 01010212 DANUBE DR P(CG,Res)369 47 02120292 PINNTAGE PKWY P(CG,Res)369 45 01819924 PORTAL PLZ P(CG,Res)369 48 00710238 DANUBE DR P(CG,Res)369 49 999 P(CG,Res)369 50 01110236 NILE DR P(CG,Res)369 45 00419976 PORTAL PLZ P(CG,Res)369 45 01719926 PORTAL PLZ P(CG,Res)369 06 00819750 STEVENS CREEK BLVD P(CG,Res)369 43 01019970 BRENDA CT P(CG,Res)369 43 00419965 BRENDA CT P(CG,Res)369 43 00319975 BRENDA CT P(CG,Res)326 32 05520745 STEVENS CREEK BLVD P(CG,Res)36949 00910210 DANUBE DR P(CG,Res)369 40 998 P(CG,Res)369 47 04520329 PINNTAGE PKWY P(CG,Res)369 49 02010228 DANUBE DR P(CG,Res)369 48 01510237 DANUBE DR P(CG,Res)369 47 03920283 PINNTAGE PKWY P(CG,Res)369 48 02210264 DANUBE DR P(CG,Res)369 50 00310231 NILE DR P(CG,Res)369 45 01319934 PORTAL PLZ P(CG,Res)369 45 01119938 PORTAL PLZ P(CG,Res)369 46 01419880 PORTAL PLZ P(CG,Res)359 07 020 P(CG,Res)359 07 032 P(CG,Res)359 07 02410020 S STELLING RD P(CG,Res)369 06 01019620 STEVENS CREEK BLVD P(CG,Res)375 11 07119028 STEVENS CREEK BLVD P(CG,Res)316 21 08810055 N PORTAL AVE P(CG,Res)326 31 01910100 N STELLING RD P(CG,Res)369 40 03610271 TORRE AVE P(CG,Res)369 40 00310300 S DE ANZA BLVD P(CG,Res)369 40 044 P(CG,Res)369 40 045 P(CG,Res)369 40 051 P(CG,Res)369 40 995 Page 17 of 30 380 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)326 31 02220955 STEVENS CREEK BLVD P(CG,Res)369 50 01810222 NILE DR P(CG,Res)369 50 03010209 NILE DR P(CG,Res)369 47 04220323 PINNTAGE PKWY P(CG,Res)369 46 04019820PORTAL PLZ P(CG,Res)369 46 00919902 PORTAL PLZ P(CG,Res)369 46 04119822 PORTAL PLZ P(CG,Res)369 49 00710209 DANUBE DR P(CG,Res)369 50 00410233 NILE DR P(CG,Res)369 02 03120230 STEVENS CREEK BLVD P(CG,Res)359 07 01010092 BIANCHI WAY P(CG,Res)316 23 02620111 STEVENS CREEK BLVD P(CG,Res)316 23 01710020 RANDY LN P(CG,Res)316 25 03820301 STEVENS CREEK BLVD P(CG,Res)369 47 00420326 PINNTAGE PKWY P(CG,Res)359 09 01710105 S DE ANZA BLVD P(CG,Res)369 05 00919930 STEVENS CREEK BLVD P(CG,Res)369 50 02710203 NILE DR P(CG,Res)369 51 01710161 DANUBE DR P(CG,Res)369 51 01510160 DANUBE DR P(CG,Res)369 45 00319978 PORTAL PLZ P(CG,Res)369 50 02910207 NILE DR P(CG,Res)369 47 00820318 PINNTAGE PKWY P(CG,Res)369 47 00720320 PINNTAGE PKWY P(CG,Res)369 47 00620322 PINNTAGE PKWY P(CG,Res)369 47 00520324 PINNTAGE PKWY P(CG,Res)369 02 03010000 TORRE AVE P(CG,Res)316 23 09520045 STEVENS CREEK BLVD P(CG,Res)369 47 01220310 PINNTAGE PKWY P(CG,Res)326 34 04310145 N DE ANZA BLVD P(CG,Res)326 34 06610122 BANDLEY DR P(CG,Res)369 47 02920272 PINNTAGE PKWY P(CG,Res)369 51 01910165 DANUBE DR P(CG,Res)369 05 03819900 STEVENS CREEK BLVD P(CG,Res)316 21 09019989 STEVENS CREEK BLVD P(CG,Res)369 51 01410166 DANUBE DR P(CG,Res)369 50 996 P(CG,Res)369 50 00210229 NILE DR P(CG,Res)316 26 09020379 STEVENS CREEK BLVD P(CG,Res)326 32 05020883 STEVENS CREEK BLVD Page 18 of 30 381 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)375 02 02119330 STEVENS CREEK BLVD P(CG,Res)369 51 997 P(CG,Res)369 02 029 P(CG,Res)375 11 04610038 BRET AVE P(CG,Res)375 11 01910037 BRET AVE P(CG,Res)375 11 01410038 JUDY AVE P(CG,Res)316 23 09620065 STEVENS CREEK BLVD P(CG,Res)326 32 05420735 STEVENS CREEK BLVD P(CG,Res)369 40 05920370 TOWN CENTER LN P(CG,Res)369 40 06020430 TOWN CENTER LN P(CG,Res)369 40 00410260 S DE ANZA BLVD P(CG,Res)369 45 03419958 PORTAL PLZ P(CG,Res)369 45 03319960 PORTAL PLZ P(CG,Res)369 45 02819952 PORTAL PLZ P(CG,Res)369 45 00219980 PORTAL PLZ P(CG,Res)369 46 02919831 PORTAL PLZ P(CG,Res)369 46 03019833 PORTAL PLZ P(CG,Res)369 46 03119841 PORTAL PLZ P(CG,Res)369 03 007 P(CG,Res)369 51 02210171 DANUBE DR P(CG,Res)369 50 02310208 NILE DR P(CG,Res)369 50 02410210 NILE DR P(CG,Res)369 50 02110212 NILE DR P(CG,Res)369 49 01710230 DANUBE DR P(CG,Res)369 50 01510228 NILE DR P(CG,Res)369 49 00510205 DANUBE DR P(CG,Res)359 07 00110088 S STELLING RD P(CG,Res)326 32 03410115 SAICH WAY P(CG,Res)369 51 00410190 DANUBE DR P(CG,Res)369 51 00310188 DANUBE DR P(CG,Res)369 45 00819968 PORTAL PLZ P(CG,Res)369 47 03420273 PINNTAGE PKWY P(CG,Res)326 32 05320833 STEVENS CREEK BLVD P(CG,Res)369 46 03719803 PORTAL PLZ P(CG,Res)369 47 02020294 PINNTAGE PKWY P(CG,Res)369 50 998 P(CG,Res)359 08 00520770 STEVENS CREEK BLVD P(CG,Res)359 08 026 P(CG,Res)359 08 02520840 STEVENS CREEK BLVD P(CG,Res)369 51 02410175 DANUBE DR Page 19 of 30 382 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 50 01210238 NILE DR P(CG,Res)369 03 00610041 S BLANEY AVE P(CG,Res)369 05 01019936 STEVENS CREEK BLVD P(CG,Res)316 23 03610041 N BLANEY AVE P(CG,Res)326 31 02120999 STEVENS CREEK BLVD P(CG,Res)369 49 02310218 DANUBE DR P(CG,Res)369 48 02810253 NILE DR P(CG,Res)369 49 02110222 DANUBE DR P(CG,Res)369 48 02410260 DANUBE DR P(CG,Res)369 48 01910266 DANUBE DR P(CG,Res)369 48 02310258 DANUBE DR P(CG,Res)369 48 02110262 DANUBE DR P(CG,Res)369 47 02620278 PINNTAGE PKWY P(CG,Res)369 47 01420306 PINNTAGE PKWY P(CG,Res)369 47 01320308 PINNTAGE PKWY P(CG,Res)369 48 00110250 DANUBE DR P(CG,Res)369 51 999 P(CG,Res)369 06 00310075 E ESTATES DR P(CG,Res)369 46 03319813 PORTAL PLZ P(CG,Res)369 46 00619883 PORTAL PLZ P(CG,Res)369 45 01919922 PORTAL PLZ P(CG,Res)369 46 03619811 PORTAL PLZ P(CG,Res)369 46 03519823 PORTAL PLZ P(CG,Res)369 06 004 P(CG,Res)375 11 04710024 BRET AVE P(CG,Res)359 07 03110053 BIANCHI WAY P(CG,Res)359 07 02910060 S STELLING RD P(CG,Res)369 02 03210100 TORRE AVE P(CG,Res)316 21 03219855 STEVENS CREEK BLVD P(CG,Res)369 40 053 P(CG,Res)369 40 048 P(CG,Res)369 40 054 P(CG,Res)359 07 03410069 BIANCHI WAY P(CG,Res)359 07 035 P(CG,Res)359 07 03310067 BIANCHI WAY P(CG,Res)369 47 03120267 PINNTAGE PKWY P(CG,Res)369 51 01810163 DANUBE DR P(CG,Res)369 45 00619972 PORTAL PLZ P(CG,Res)369 46 01719862 PORTAL PLZ P(CG,Res)375 01 02110062 MILLER AVE Page 20 of 30 383 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)375 06 00719220 STEVENS CREEK BLVD P(CG,Res)375 06 00619240 STEVENS CREEK BLVD P(CG,Res)375 01 02319400 STEVENS CREEK BLVD P(CG,Res)369 50 999 19624 STEVENS CREEK BLVD P(CG,Res)369 06 009 P(CG,Res)316 24 05910104 VISTA DR 10150 TORRE P(CG,Res)369 02 027 P(CG,Res)369 50 997 P(CG,Res)375 02 02910063 CRAFT DR P(CG,Res)375 02 02810061 CRAFT DR P(CG,Res)375 02 03310087 CRAFT DR P(CG,Res)375 02 02510053 CRAFT DR P(CG,Res)375 02 03010079 CRAFT DR P(CG,Res)375 02 03410089 CRAFT DR P(CG,Res)375 02 04010073 CRAFT DR P(CG,Res)375 02 02410051 CRAFT DR P(CG,Res)375 02 03810093 CRAFT DR P(CG,Res)375 02 02210069 CRAFT DR P(CG,Res)375 02 02310067 CRAFT DR P(CG,Res)375 02 03710095 CRAFT DR P(CG,Res)375 02 03910075 CRAFT DR P(CG,Res)316 48 00519999 STEVENS CREEK BLVD UNIT 106 P(CG,Res)316 48 00119999 STEVENS CREEK BLVD UNIT 101 P(CG,Res)316 48 00619999 STEVENS CREEK BLVD UNIT 107 P(CG,Res)316 48 00819999 STEVENS CREEK BLVD UNIT 109 P(CG,Res)316 48 00719999 STEVENS CREEK BLVD UNIT 108 P(CG,Res)316 48 00919999 STEVENS CREEK BLVD UNIT 110 P(CG,Res)316 48 01519999 STEVENS CREEK BLVD UNIT 119 P(CG,Res)316 48 01019999 STEVENS CREEK BLVD UNIT 111 P(CG,Res)316 48 01619999 STEVENS CREEK BLVD UNIT 120 P(CG,Res)316 48 01719999 STEVENS CREEK BLVD UNIT 201 P(CG,Res)316 48 02119999 STEVENS CREEK BLVD UNIT 206 P(CG,Res)316 48 02219999 STEVENS CREEK BLVD UNIT 207 P(CG,Res)316 48 02519999 STEVENS CREEK BLVD UNIT 210 P(CG,Res)316 48 02319999 STEVENS CREEK BLVD UNIT 208 P(CG,Res)316 48 02619999 STEVENS CREEK BLVD UNIT 211 P(CG,Res)316 48 02719999 STEVENS CREEK BLVD UNIT 212 P(CG,Res)316 48 03419999 STEVENS CREEK BLVD UNIT 301 P(CG,Res)316 48 03519999 STEVENS CREEK BLVD UNIT 302 P(CG,Res)316 48 04019999 STEVENS CREEK BLVD UNIT 308 Page 21 of 30 384 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)316 48 04119999 STEVENS CREEK BLVD UNIT 309 P(CG,Res)316 48 00219999 STEVENS CREEK BLVD UNIT 102 P(CG,Res)316 48 00419999 STEVENS CREEK BLVD UNIT 105 P(CG,Res)316 48 00319999 STEVENS CREEK BLVD UNIT 103 P(CG,Res)316 48 01319999 STEVENS CREEK BLVD UNIT 117 P(CG,Res)316 48 02919999 STEVENS CREEK BLVD UNIT 216 P(CG,Res)316 48 01119999 STEVENS CREEK BLVD UNIT 112 P(CG,Res)316 48 01419999 STEVENS CREEK BLVD UNIT 118 P(CG,Res)316 48 01219999 STEVENS CREEK BLVD UNIT 115 P(CG,Res)316 48 02019999 STEVENS CREEK BLVD UNIT 205 P(CG,Res)316 48 01819999 STEVENS CREEK BLVD UNIT 202 P(CG,Res)316 48 03219999 STEVENS CREEK BLVD UNIT 219 P(CG,Res)316 48 01919999 STEVENS CREEK BLVD UNIT 203 P(CG,Res)316 48 02819999 STEVENS CREEK BLVD UNIT 215 P(CG,Res)316 48 03319999 STEVENS CREEK BLVD UNIT 220 P(CG,Res)316 48 03019999 STEVENS CREEK BLVD UNIT 217 P(CG,Res)316 48 03719999 STEVENS CREEK BLVD UNIT 305 P(CG,Res)316 48 03119999 STEVENS CREEK BLVD UNIT 218 P(CG,Res)316 48 04519999 STEVENS CREEK BLVD UNIT 315 P(CG,Res)316 48 03619999 STEVENS CREEK BLVD UNIT 303 P(CG,Res)316 48 04219999 STEVENS CREEK BLVD UNIT 310 P(CG,Res)316 48 04319999 STEVENS CREEK BLVD UNIT 311 P(CG,Res)316 48 04419999 STEVENS CREEK BLVD UNIT 312 P(CG,Res)375 02 03210085 CRAFT DR P(CG,Res)375 02 02710059 CRAFT DR P(CG,Res)375 02 02610057 CRAFT DR P(CG,Res)375 02 03110081 CRAFT DR P(CG,Res)369 54 01810281 TORRE AVE UNIT 818 P(CG,Res)369 54 02210281 TORRE AVE UNIT 822 P(CG,Res)369 54 04710280 PARK GREEN LN UNIT 847 P(CG,Res)369 54 05110280 PARK GREEN LN UNIT 851 P(CG,Res)369 54 01710281 TORRE AVE UNIT 817 P(CG,Res)369 54 02310281 TORRE AVE UNIT 823 P(CG,Res)369 54 04610280 PARK GREEN LN UNIT 846 P(CG,Res)369 54 01610281 TORRE AVE UNIT 816 P(CG,Res)369 54 01510281 TORRE AVE UNIT 815 P(CG,Res)369 54 01910281 TORRE AVE UNIT 819 P(CG,Res)369 54 02010281 TORRE AVE UNIT 820 P(CG,Res)369 54 02110281 TORRE AVE UNIT 821 P(CG,Res)369 54 04810280 PARK GREEN LN UNIT 848 Page 22 of 30 385 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 54 04910280 PARK GREEN LN UNIT 849 P(CG,Res)369 54 05010280 PARK GREEN LN UNIT 850 P(CG,Res)369 54 02410281 TORRE AVE UNIT 824 P(CG,Res)369 54 04510280 PARK GREEN LN UNIT 845 P(CG,Res)369 54 02710281 TORRE AVE UNIT 827 P(CG,Res)369 54 02610281 TORRE AVE UNIT 826 P(CG,Res)369 54 04310280 PARK GREEN LN UNIT 843 P(CG,Res)369 54 02510281 TORRE AVE UNIT 825 P(CG,Res)369 54 04210280 PARK GREEN LN UNIT 842 P(CG,Res)369 54 04110280 PARK GREEN LN UNIT 841 P(CG,Res)369 54 04010280 PARK GREEN LN UNIT 840 P(CG,Res)369 54 04410280 PARK GREEN LN UNIT 844 P(CG,Res)369 54 01410281 TORRE AVE UNIT 814 P(CG,Res)369 54 00310281 TORRE AVE UNIT 803 P(CG,Res)369 54 03510280 PARK GREEN LN UNIT 835 P(CG,Res)369 54 00110281 TORRE AVE UNIT 801 P(CG,Res)369 54 00210281 TORRE AVE UNIT 802 P(CG,Res)369 54 03610280 PARK GREEN LN UNIT 836 P(CG,Res)369 54 03710280 PARK GREEN LN UNIT 837 P(CG,Res)369 54 03810280 PARK GREEN LN UNIT 838 P(CG,Res)369 54 03910280 PARK GREEN LN UNIT 839 P(CG,Res)369 54 00410281 TORRE AVE UNIT 804 P(CG,Res)369 54 01310281 TORRE AVE UNIT 813 P(CG,Res)369 54 03410280 PARK GREEN LN UNIT 834 P(CG,Res)369 54 01210281 TORRE AVE UNIT 812 P(CG,Res)369 54 00520320 TOWN CENTER LN UNIT 805 P(CG,Res)369 54 03320320 TOWN CENTER LN UNIT 833 P(CG,Res)369 54 00720320 TOWN CENTER LN UNIT 807 P(CG,Res)369 54 03120320 TOWN CENTER LN UNIT 831 P(CG,Res)369 54 00620320 TOWN CENTER LN UNIT 806 P(CG,Res)369 54 03020320 TOWN CENTER LN UNIT 830 P(CG,Res)369 54 02920320 TOWN CENTER LN UNIT 829 P(CG,Res)36954 02810280 PARK GREEN LN UNIT 828 P(CG,Res)369 54 00820320 TOWN CENTER LN UNIT 808 P(CG,Res)369 54 03220320 TOWN CENTER LN UNIT 832 P(CG,Res)369 54 01120320 TOWN CENTER LN UNIT 811 P(CG,Res)369 54 01020320 TOWN CENTER LN UNIT 810 P(CG,Res)369 54 00920320 TOWN CENTER LN UNIT 809 P(CG,Res)369 55 01120500 TOWN CENTER LN UNIT 172 P(CG,Res)369 55 01620500 TOWN CENTER LN UNIT 178 Page 23 of 30 386 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 55 01420500 TOWN CENTER LN UNIT 176 P(CG,Res)369 55 04520500 TOWN CENTER LN UNIT 272 P(CG,Res)369 55 05020500 TOWN CENTER LN UNIT 278 P(CG,Res)369 55 04820500 TOWN CENTER LN UNIT 276 P(CG,Res)369 55 08120380 TORRE AVE P(CG,Res)369 55 01820500 TOWN CENTER LN UNIT 180 P(CG,Res)369 55 01920500 TOWN CENTER LN UNIT 181 P(CG,Res)369 5502020500 TOWN CENTER LN UNIT 182 P(CG,Res)369 55 02120500 TOWN CENTER LN UNIT 183 P(CG,Res)369 55 02320500 TOWN CENTER LN UNIT 186 P(CG,Res)369 55 02220500 TOWN CENTER LN UNIT 185 P(CG,Res)369 55 02420500 TOWN CENTER LN UNIT 187 P(CG,Res)369 55 02520500 TOWN CENTER LN UNIT 188 P(CG,Res)369 55 02620500 TOWN CENTER LN UNIT 189 P(CG,Res)369 55 02720500 TOWN CENTER LN UNIT 191 P(CG,Res)369 55 05220500 TOWN CENTER LN UNIT 280 P(CG,Res)369 55 05320500 TOWN CENTER LN UNIT 281 P(CG,Res)369 55 05420500 TOWN CENTER LN UNIT 282 P(CG,Res)369 55 05520500 TOWN CENTER LN UNIT 283 P(CG,Res)369 55 05720500 TOWN CENTER LN UNIT 286 P(CG,Res)369 55 05620500 TOWN CENTER LN UNIT 285 P(CG,Res)369 55 05820500 TOWN CENTER LN UNIT 287 P(CG,Res)369 55 05920500 TOWN CENTER LN UNIT 288 P(CG,Res)369 55 06020500 TOWN CENTER LN UNIT 289 P(CG,Res)369 55 06120500 TOWN CENTER LN UNIT 291 P(CG,Res)369 55 08220550 TOWN CENTER LN P(CG,Res)369 55 03120500 TOWN CENTER LN UNIT 196 P(CG,Res)369 55 03320500 TOWN CENTER LN UNIT 198 P(CG,Res)369 55 02820500 TOWN CENTER LN UNIT 192 P(CG,Res)369 55 03220500 TOWN CENTER LN UNIT 197 P(CG,Res)369 55 03020500 TOWN CENTER LN UNIT 195 P(CG,Res)369 55 02920500 TOWN CENTER LN UNIT 193 P(CG,Res)369 55 06520500 TOWN CENTER LN UNIT 296 P(CG,Res)369 55 06720500 TOWN CENTER LN UNIT 298 P(CG,Res)369 55 06220500 TOWN CENTER LN UNIT 292 P(CG,Res)369 55 06620500 TOWN CENTER LN UNIT 297 P(CG,Res)369 55 06420500 TOWN CENTER LN UNIT 295 P(CG,Res)369 55 06320500 TOWN CENTER LN UNIT 293 P(CG,Res)369 55 07310289 PARK GREEN LN P(CG,Res)369 55 07210287 PARK GREEN LN Page 24 of 30 387 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 55 07110285 PARK GREEN LN P(CG,Res)369 55 07010283 PARK GREEN LN P(CG,Res)369 55 06910281 PARK GREENLN P(CG,Res)369 55 083 P(CG,Res)369 55 00820500 TOWN CENTER LN UNIT 169 P(CG,Res)369 55 00620500 TOWN CENTER LN UNIT 167 P(CG,Res)369 55 00720500 TOWN CENTER LN UNIT 168 P(CG,Res)369 55 00420500 TOWN CENTER LN UNIT 165 P(CG,Res)369 55 00520500 TOWN CENTER LN UNIT 166 P(CG,Res)369 55 00320500 TOWN CENTER LN UNIT 163 P(CG,Res)369 55 00220500 TOWN CENTER LN UNIT 162 P(CG,Res)369 55 00120500 TOWN CENTER LN UNIT 161 P(CG,Res)369 55 03420500 TOWN CENTER LN UNIT 199 P(CG,Res)369 5504220500 TOWN CENTER LN UNIT 269 P(CG,Res)369 55 04020500 TOWN CENTER LN UNIT 267 P(CG,Res)369 55 04120500 TOWN CENTER LN UNIT 268 P(CG,Res)369 55 03820500 TOWN CENTER LN UNIT 265 P(CG,Res)369 55 03920500 TOWN CENTER LN UNIT 266 P(CG,Res)369 55 03720500 TOWN CENTER LN UNIT 263 P(CG,Res)369 55 03620500 TOWN CENTER LN UNIT 262 P(CG,Res)369 55 03520500 TOWN CENTER LN UNIT 261 P(CG,Res)369 55 06820500 TOWN CENTER LN UNIT 299 P(CG,Res)369 55 07520179 CIVIC PARK LN P(CG,Res)369 55 07620181 CIVIC PARK LN P(CG,Res)369 55 07720183 CIVIC PARK LN P(CG,Res)369 55 07820185 CIVIC PARK LN P(CG,Res)369 55 07920187 CIVIC PARK LN P(CG,Res)369 55 08020189 CIVIC PARK LN P(CG,Res)369 55 00920500 TOWN CENTER LN UNIT 170 P(CG,Res)369 55 01020500 TOWN CENTER LN UNIT 171 P(CG,Res)369 55 01220500 TOWN CENTER LN UNIT 173 P(CG,Res)369 55 01320500 TOWN CENTER LN UNIT 175 P(CG,Res)369 55 01520500 TOWN CENTER LN UNIT 177 P(CG,Res)369 55 01720500 TOWN CENTER LN UNIT 179 P(CG,Res)369 55 04320500 TOWN CENTER LN UNIT 270 P(CG,Res)369 55 04420500 TOWN CENTER LN UNIT 271 P(CG,Res)369 55 04620500 TOWN CENTER LN UNIT 273 P(CG,Res)369 55 04720500 TOWN CENTER LN UNIT 275 P(CG,Res)369 55 04920500 TOWN CENTER LN UNIT 277 P(CG,Res)369 55 05120500 TOWN CENTER LN UNIT 279 Page 25 of 30 388 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(CG,Res)369 55 07420177 CIVIC PARK LN P(CG,Res)375 02 03610099 CRAFT DR P(CG,Res)375 02 03510097 CRAFT DR P(CG,Res)369 56 00820128 STEVENS CREEK BLVD UNIT 107 P(CG,Res)369 56 00720128 STEVENS CREEK BLVD UNIT 106 P(CG,Res)369 56 00920128 STEVENS CREEK BLVD UNIT 108 P(CG,Res)369 56 00620128 STEVENS CREEK BLVD UNIT 105 P(CG,Res)369 56 01020128 STEVENS CREEK BLVD UNIT 109 P(CG,Res)369 56 00520128 STEVENS CREEK BLVD UNIT 104 P(CG,Res)369 56 01120128 STEVENS CREEK BLVD UNIT 110 P(CG,Res)369 56 00420128 STEVENS CREEK BLVD UNIT 103 P(CG,Res)369 56 01220128 STEVENS CREEK BLVD UNIT 111 P(CG,Res)369 56 00320128 STEVENS CREEK BLVD UNIT 102 P(CG,Res)369 56 02420128 STEVENS CREEK BLVD UNIT 212 P(CG,Res)369 56 00220128 STEVENS CREEK BLVD UNIT 101 P(CG,Res)369 56 00120128 STEVENS CREEK BLVD UNIT 207 P(CG,Res)369 56 01920128 STEVENS CREEK BLVD UNIT 206 P(CG,Res)369 56 01820128 STEVENS CREEK BLVD UNIT 208 P(CG,Res)369 56 02020128 STEVENS CREEK BLVD UNIT 205 P(CG,Res)369 56 01720128 STEVENS CREEK BLVD UNIT 209 P(CG,Res)369 56 02120128 STEVENS CREEK BLVD UNIT 204 P(CG,Res)369 56 01620128 STEVENS CREEK BLVD UNIT 210 P(CG,Res)369 56 02220128 STEVENS CREEK BLVD UNIT 203 P(CG,Res)369 56 01520128 STEVENS CREEK BLVD UNIT 211 P(CG,Res)369 56 02320128 STEVENS CREEK BLVD UNIT 202 P(CG,Res)369 56 01420128 STEVENS CREEK BLVD UNIT 201 P(CG,Res)369 56 01319999 STEVENS CREEK BLVD UNIT 209 P(CG,Res)316 48 02419999 STEVENS CREEK BLVD UNIT 316 P(CG,Res)316 48 04619999 STEVENS CREEK BLVD UNIT 306 P(CG,Res)316 48 03819999 STEVENS CREEK BLVD UNIT 307 P(CG,Res)316 48 03920500 TOWN CENTER LN UNIT 169 P(MP)316 20 071 P(MP)316 20 07519333 VALLCO PKWY P(MP)31620 07419191 VALLCO PKWY P(MP)316 20 07619333 VALLCO PKWY P(OP)369 40 028 P(OP)369 40 026 P(OP)369 40 027 P(OP)369 40 01120431 PACIFICA DR P(OP)369 40 01220455 PACIFICA DR Page 26 of 30 389 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(OP)369 40 024 P(OP)369 40 01910393 TORRE AVE P(OP)369 40 01810353 TORRE AVE P(OP)369 40 029 P(OP)369 40 021 P(OP)369 40 022 P(OP)369 40 031 P(OP)369 40 030 P(OP)369 40 00910455 TORRE AVE P(OP)369 40 01410480 S DE ANZA BLVD P(OP)369 40 025 P(OP)369 40 032 P(OP)369 40 02010363 TORRE AVE P(OP)369 40 99920395 PACIFICA DR P(OP)369 40 023 P(OP)369 40 00810413 TORRE AVE P(R1C)316 42 01620250 REINELL PL P(R1C)316 42 01520251 REINELL PL P(R1C)316 42 01820270 REINELL PL P(R1C)316 42 01420261 REINELL PL P(R1C)316 42 01720260 REINELL PL P(R1C)316 42 01320271 REINELL PL P(R1C)316 42 999 P(R-3)10-20369 03 00820080 RODRIGUES AVE P(Regional Shopping)316 20 106 P(Regional Shopping)316 20 10410343 N WOLFE RD P(Regional Shopping)316 20 10710123 N WOLFE RD P(Regional Shopping)316 20 09910330 N WOLFE RD P(Regional Shopping)316 20 10010123 N WOLFE RD P(Regional Shopping)316 20 09410150 N WOLFE RD P(Regional Shopping)316 20 095 P(Regional Shopping)316 20 08010101 N WOLFE RD P(Regional Shopping)31620 082 P(Regional Shopping)316 20 08110123 N WOLFE RD P(Regional Shopping)316 20 10510123 N WOLFE RD P(Regional Shopping)316 20 10310123 N WOLFE RD P(Regional Shopping)316 20 092 P(Regional Shopping)316 20 088 P(Regional Shopping)316 20 10110333 N WOLFE RD P(Res 5-10)369 01 04510176 MACADAM LN Page 27 of 30 390 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(Res 5-10)369 01 04710170 MACADAM LN P(Res 5-10)369 01 05010160 MACADAM LN P(Res 5-10)369 01 05610171 MACADAM LN P(Res 5-10)369 01 04210186 MACADAM LN P(Res 5-10)369 01 04110188 MACADAM LN P(Res 5-10)369 01 04410180 MACADAM LN P(Res 5-10)369 01 05410161 MACADAM LN P(Res 5-10)369 01 05510163 MACADAM LN P(Res 5-10)369 01 04610174 MACADAM LN P(Res 5-10)369 01 099 P(Res 5-10)369 01 04910164 MACADAM LN P(Res 5-10)369 01 04810168 MACADAM LN P(Res 5-10)369 01 05910189 MACADAM LN P(Res 5-10)369 01 06010193 MACADAM LN P(Res 5-10)369 01 03810198 MACADAM LN P(Res 5-10)369 01 05110158 MACADAM LN P(Res 5-10)369 01 05210152 MACADAM LN P(Res 5-10)369 01 04310184 MACADAM LN P(Res 5-10)369 01 997 P(Res 5-10)369 01 04010190 MACADAM LN P(Res 5-10)369 01 05310159 MACADAM LN P(Res 5-10)369 01 06110197 MACADAM LN P(Res 5-10)369 01 05710181 MACADAM LN P(Res 5-10)369 01 05810185 MACADAM LN P(Res 5-10)369 01 03910194 MACADAM LN P(Res)326 53 05321083 PATRIOT WAY P(Res)326 53 01610081 UNITED PL P(Res)326 53 05010083 SENATE WAY P(Res)326 53 04010105 CONGRESS PL P(Res)326 53 04510104 CONGRESS PL P(Res)326 53 03510144 CONGRESS PL P(Res)326 53 03321135 FREEDOM DR P(Res)326 53 02521035 FREEDOM DR P(Res)326 53 03021085 FREEDOM DR P(Res)326 53 02310140 UNITED PL P(Res)326 53 03221125 FREEDOM DR P(Res)326 53 00221152 PATRIOT WAY P(Res)326 53 00121162 PATRIOT WAY P(Res)326 53 03410134 CONGRESS PL P(Res)326 53 03710135 CONGRESS PL Page 28 of 30 391 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(Res)326 53 02210130 UNITED PL P(Res)326 53 05121063 PATRIOT WAY P(Res)326 53 05421103 PATRIOT WAY P(Res)326 53 01410101 UNITED PL P(Res)326 53 01110102 SENATE WAY P(Res)32653 04810103 SENATE WAY P(Res)326 53 00710062 SENATE WAY P(Res)326 53 01710080 UNITED PL P(Res)326 53 02721055 FREEDOM DR P(Res)326 53 04910093 SENATE WAY P(Res)326 53 01010092 SENATE WAY P(Res)326 53 05621123 PATRIOT WAY P(Res)326 53 00421132 PATRIOT WAY P(Res)326 53 05921153 PATRIOT WAY P(Res)326 53 01310111 UNITED PL P(Res)326 53 00910082 SENATE WAY P(Res)326 53 04210085 CONGRESS PL P(Res)326 53 04310084 CONGRESS PL P(Res)326 53 02110120 UNITED PL P(Res)326 53 03810125 CONGRESS PL P(Res)326 53 02621045 FREEDOM DR P(Res)326 53 00321142 PATRIOT WAY P(Res)326 53 00521122 PATRIOT WAY P(Res)326 53 02821065 FREEDOM DR P(Res)326 53 06021163 PATRIOT WAY P(Res)326 53 05521113 PATRIOT WAY P(Res)326 53 05721133 PATRIOT WAY P(Res)326 53 03910115 CONGRESS PL P(Res)326 53 04610114 CONGRESS PL P(Res)326 53 04110095 CONGRESS PL P(Res)326 53 04410094 CONGRESS PL P(Res)326 53 01910100 UNITED PL P(Res)326 53 00610052 SENATE WAY P(Res)326 53 00810072 SENATE WAY P(Res)326 53 05221073 PATRIOT WAY P(Res)326 53 999 P(Res)326 53 03610145 CONGRESS PL P(Res)326 53 02921075 FREEDOM DR P(Res)326 53 04710113 SENATE WAY P(Res)326 53 01210112 SENATE WAY Page 29 of 30 392 List of Properties by Assessors Parcel Numbers with their proposed corresponding Zoning Designationsin the Heart of the City Specific Plan Area (contd.) P(Res)326 53 02010110 UNITED PL P(Res)326 53 01810090 UNITED PL P(Res)326 53 01510091 UNITED PL P(Res)326 53 05821143 PATRIOT WAY P(Res)326 53 03121115 FREEDOM DR P(Res)326 53 02421025 FREEDOM DR PR326 29 02221111 STEVENS CREEK BLVD PR326 54 04110185 N STELLING RD PR326 29 00621251 STEVENS CREEK BLVD R-3(10-20)326 27 03621316 GLEN PL R-3(10-20)326 27 03710205 PARKWOOD DR R-3(10-20)326 27 033 Page 30 of 30 393 COMMUNITY DEVELOPMENT DEPARTMENT CITY HALL 1010300 TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3308www.cupertino.org CITY COUNCIL STAFF REPORT Meeting: January 17, 2012 Subject Rezoning from A1-43 (Agricultural Residential) and R1-10 (Single Family Residential) to R1-20 (Single Family Residential) of a 0.775 acre lot and its half-street Recommended Action The Planning Commissionrecommended on a 5-0 vote that the City Council approvethe Rezoning (Attachment A). Approve project and conduct the first reading of Ordinance No. 12-____: “An Ordinance of the Cupertino City Council rezoning a portion of one lot and its fronting half-street of 0.456 acre from A1-43 (Agricultural Residential) to R1-20 (Single Family Residential) and the remaining portion of the lot and its fronting half-street of 0.319 acre from R1-10 (Single Family Residential) to R1-20 (Single Family Residential) located at 11215 Mount Crest Place, APN 356-26-026”. Description Applications:Z-2011-04(EA-2011-13) Applicant:Daryl Fazekas Property Owner:Isaac Segal Location:11215 Mount Crest Place, APN 356-26-026 Application Summary: Rezoning a portion of one lot and its fronting half-street of 0.456 acre from A1-43 (Agricultural Residential) to R1-20 (Single Family Residential), and the remaining portion of the lot and its fronting half-street of 0.319 acre from R1-10 (Single Family Residential) to R1-20 (Single Family Residential) located at 11215 Mount Crest Place. 394 Project Data Summary: Property FeatureSquare Existing Proposed Footage Lot Area30,274SameSame Fronting half-street3,483SameSame General Plan Land Use Designation33,757Low Density Res. Low Density Res. (1-5 du/gr. Ac.)(1-5 du/gr. Ac.) Residential Density33,7571.3 du/gr. Ac.1.3 du/gr. Ac. Zoning: northern portion of lot & half-13,886R1-10 (Single R1-20 (Single streetFamily Family Residential)Residential) Zoning: southern portion of lot & half-19,871A1-43R1-20 (Single street(Agricultural Family Residential)Residential) Discussion Planning Commission On November 7, 2011, the Planning Commission reviewed and unanimously recommended approval of the rezoning proposal for 11215 Mount Crest Place. Background information is in the Planning Commission staff report (Attachment B) and the attachments (Attachments C –G). The Commissioners noted that the surroundings were very hilly and having a consistent zoning designation that addresses development on steeper topography was appropriate. One Commissioner asked if there were other agricultural-residential properties that needed rezoning. Staff noted that the A1 zoning district was a legitimate zone in the City and it was possible to develop residential uses under this zone. The subject proposal was for a rather unique circumstance where the property had two different residential zoning districts with two different sets of development regulations. The present property owner found it too difficult to add onto his residence under such circumstance. Because rezoning requires a legislative action by the City, staff did not have an administrative remedy for this problem. Public Comments A member of the public asked why the applicant was seeking the rezoning and how it would affect the development regulations for the property. Staff stated the applicant was seeking a rezoning to R-1 to facilitate his remodeling and addition plans for the house, which involves small one-story additions on the level portions of the property. The rezoning from A1-43toR-1 changes the side building setback from a minimum of 20 feet to a minimum of5 feetfor a one- story addition.No additional comments were brought up at the meeting. _____________________________________ 395 Prepared by: Colin Jung, AICP, Senior Planner Reviewed by: Gary Chao, City Planner; Aarti Shrivastava, Community Development Director Approved for Submission by: David W. Knapp, City Manager Attachments: A: Planning Commission Resolution No. 6680 B:Planning Commission Staff Report dated November 7, 2011 C: Draft Planning Commission Meeting Minutes of November 7, 2011 D: Zoning Plat Map E: Site Plan F: Negative Declaration, ERC Recommendation and Initial Study G: Ordinance No. 12-____ 396 ATTACHMENTA 397 398 399 400 ATTACHMENTB OFFICE OF COMMUNITY DEVELOPMENT CITY HALL CUPERTINO, CA 95014-3255 (408) 777--planning@cupertino.org PLANNING COMMISSION STAFF REPORT November 7, 2011 Agenda Item No. Agenda Date: Z-2011-04 (EA-2011-13) Application: Daryl Fazekas (for Isaac Segal) Applicant: Rezoning of approximately 0.456 acre from A1-43 (Agricultural Application Summary: Residential) to R1-20 (Single-Family Residential), and approximately 0.319 acre from R1- 10 (Single-Family Residential) to R1-20 (Single-Family Residential) for property located at 11215 Mount Crest Place, APN 356-26-026 RECOMMENDATION: Staff recommends that the Planning Commission recommend approval of: A Negative Declaration for the project (EA-2011-13); and Z-2011-04 per the draft resolution (Attachment 1). PROJECT DATA SUMMARY Property FeatureSquare ExistingProposed Footage Lot Area30,274SameSame Fronting half-street3,483SameSame General Plan Land Use Designation33,757Low Density Low Density Res. (1-5 du/gr. Res. (1-5 du/gr. Ac.)Ac.) Residential Density33,7571.3 du/gr. Ac.1.3 du/gr. Ac. Zoning: northern portion of lot & 13,886R1-10 (Single R1-20 (Single half-streetFamily Family Residential)Residential) Zoning: southern portion of lot & 19,871A1-43R1-20 (Single half-street(Agricultural Family Residential)Residential) BACKGROUND: The applicant, Daryl Fazekas, representing the property owner, requests the rezoning of a single family residential parcel from A1-43/R1-10 to R1-20. The project property is a 401 Z-2011-04(EA-2011-13) 11215 Mount Crest PlaceNovember 7, 2011 sloped lot developedwith a single-family residence.The property is surrounding by other single-family residences on sloped lots. 11130 11141 11140 11151 11150 11161 11160 11180 11205 11190 1120411191 11206 11208 11219 11245 11210 11233 11247 11255 21830 11249 11261 11275 21849 11289 22071 22101 11305 21731 21949 21947 22061 22081 *Project parcel delineated in red. Originally,the subject property was two separate lotswith different zoning designations and subdivided under different owners. In the 1970s, the lots weremerged tocreate a more buildable lotin order to constructa single-family residence. At the time, the property was not rezoned to bring the merged property into one zoning designation. The current property owner is planning an addition to the existing residence and would like to rezone the property to be consistent with the predominant neighboring R1-20 zoning designations andapply a consistent set of development standards to the project. DISCUSSION: The existing residence meets the building setbacks for the R1-20 and A1-43 zoned portions of the property. Attachment 2 depicts the property and the two different zoning boundaries. Attachment 3 depicts the location of the residence othe 402 Z-2011-04(EA-2011-13) 11215 Mount Crest PlaceNovember 7, 2011 proposedone-storyadditions.It should be noted that the proposed additions are not part of this zoning consideration and will be reviewed and approved with a building Staff supports rezoning the entire property to R1-20 since the Agricultural-Residential (A1-43) zoning does not have anyprovisions to address sloped developments and the R1- 20 development standards are consistent with the predominant neighboringproperties. Environmental Review The Environmental Review Committee (ERC) supports the request and recommended a Negative Declaration for the project (Attachment 4). Prepared by: Colin Jung, AICP, Senior Planner Reviewed by:Approved by: /s/Gary Chao /s/ Aarti Shrivastava Gary Chao Aarti Shrivastava City PlannerCommunity Development Director ATTACHMENTS: Attachment 1: Draft resolution for Z-2011-04 Attachment 2:Zoning Plat Map Attachment 3: Site Plan Attachment 4: ERC Recommendation, Initial Study G:planning/PDREPORTS/Z reports/2011/Z-2011-04.docx 403 ATTACHMENTC CITY OFCUPERTINO 10300 Torre Avenue Cupertino, CA 95014 CITY OF CUPERTINO PLANNING COMMISSION DRAFT MINUTES 6:45P.M. November 7, 2011 MONDAY CUPERTINO COMMUNITY HALL The regular Planning Commission meeting ofNovember 7, 2011was called to orderat 6:45 p.m. in Room 100 (EOC) 10300 Torre Avenue, Cupertino, CA., by Chairperson Winnie Lee. SALUTE TO THE FLAG . ROLL CALL Commissioners present:Chairperson:Winnie Lee Vice Chairperson:Marty Miller Commissioner:Paul Brophy Commissioner: Clinton Brownley Commissioner:Don Sun Staff present: Community Development Director: Aarti Shrivastava Senior Planner:Colin Jung APPROVAL OF MINUTES: None WRITTEN COMMUNICATIONS: None POSTPONEMENTS/REMOVAL FROM CALENDAR: None ORAL COMMUNICATIONS: Rick Row, Ecology Action, representing Energy Upgrade California: Discussed briefly a new state initiative to encourage homeowners to improve the energy efficiency of their homes. Asuccessful workshop hosted by the City of Cupertino, was held last week in Cupertino for homeowners to provide information about the program which includes rebates up to $4,000 from PG&E. The series of the workshops ends tomorrow evening in Los Altos at 7 p.m. CONSENT CALENDAR: None PUBLIC HEARING 1.Z-2011-04,(EA-2011-03) Rezoning application to rezone approximately 0.456acre Daryl Fazekas (for Isaac from Agricultural Residential (A1-43) to Single Family Segal) 1215 Mount Crest Pl. Residential (R1-20) and approximately 0.319 acrefrom R1-10 to R1-20.Tentative City Council date: December 20, 2011 Colin Jung, Senior Planner, presented the staff report: Reviewed the application for rezoning of approximately 0.456 acre from A1-43 (Agricultural 404 Cupertino Planning Commission2November 7, 2011 Residential) to R1-20 (Single-Family Residential) and approximately 0.319 acre from R1-10 (Single-Family Residential) to R1-20 (Single-Family Residential) for property located at 1215 Mount Crest Place, as outlined in the staff report. He reviewed an aerial photo showing the location of the property, and a zoning plat map. The rezoning request is consistent with the General Plan land use designation which is low density residential (1 to 5 dwelling units per acre); the proposal is to rezone it to R1which has hillside development standards, whereas the R1-43 does not. The R1-20 standards are appropriate for the subject parcel and are consistent with the other neighboring properties on the hill. The R1-20 standards accommodate the applicant’s desired home addition plan. Staff recommends adoption of the Negative Declaration, and recommends approval of the rezoning in accordance with the draft resolution. Daryl Fazekas Applicant: Said that the house is the current building and sits on both zones, split in the middle, unrelated to the addition. Com. Brownley: Said he visited the propertyrecently; and commented that all the property along the Mount Crest Place sectionis a steep slope. He said he felt the main point of having R1-20zoning being able to address lots with slopes and the agricultural zoning not being able to, wasan important point of the property havingsteep slopes along the roadway; having zoning that provides regulations and addresses those concerns is important. He also felt it was a good idea to have consistent zoning across the property and SAID it is important that the ERC recommend a negative declaration. Aarti Shrivastava: Said the zoning was a legislative action and there was no way to avoid going to the Planning Commission and City Council. Chair Lee openedthe public hearing. Neighbor (Name not given): Said he receivedthe notice in the mail; and questioned what the homogenous zoning would do, and what the new owner was trying to accomplish. Colin Jung: Explained that there were building plans on file with the Planning Department, and the applicant was waiting for the rezoning action to go through. The rezoning would facilitate the proposed additions shown; the lower half of the property is zoned Agriculture Residential; there is a 20 foot side yard setbackand if it were to change to R1 zoning, the setback could be as little as 5 feet on one sidebut the additions themselves are proposed on the flat part of the property. The applicant proposes to do an interior remodel of the house with a one story addition and addition of a master bath, as well as the addition of two bedrooms. Chair Lee closed the public hearing. Vice Chair Miller: Said he supported approval of the application as it was a minor change to the zoning to accommodate Mr. Segal’s building plans. Com. Sun: Said he did not see any problems and supported the application. 405 Cupertino Planning Commission3November 7, 2011 Chair Lee: Said she supported the application; Mr. Segal is attempting to get the zoning of his house under one zoning that complements the other properties and he would also like to make a minor addition to his house. Motion:Motion by Com. Brophy, second by Vice Chair Miller, and unanimously carried 5-0-0 to approve Application Z-2011-04 (EA-2011-13) The Planning Commission recommendation will be forwarded to City Council at adate yet to be determined. OLD BUSINESS: None NEW BUSINESS: None REPORT OF THE PLANNING COMMISSION ENVIRONMENTAL REVIEW COMMITTEE: No Meeting HOUSING COMMISSION: No meeting ECONOMIC DEVELOPMENT COMMITTEE: No meeting MAYOR’S MONTHLY MEETING: No meeting. REPORT OF DIRECTOR OF COMMUNITY DEVELOPMENT: Written report submitted. ADJOURNMENT: The meeting was adjourned to the next regular Planning Commission meeting scheduled forNovember 22, 2011at 6:45 p.m. Respectfully Submitted:____________________________ Elizabeth Ellis, Recording Secretary 406 ATTACHMENTD 407 ATTACHMENTE 408 ATTACHMENTF 409 410 411 412 413 414 415 416 417 418 419 420 421 422 423 424 ATTACHMENTG ORDINANCE NO. 12- ____ An Ordinance of the Cupertino City Council rezoning a portion of half-street of 0.456 acre from A1-43 (Agricultural Residential) to R1-20 (Single Family Residential) and the remaining portion of the lot andits fronting half-street of 0.319 acre from R1-10 (Single Family Residential) to R1-20 (Single Family Residential) located at 11215 Mount Crest Place, APN 356-26-026 WHEREAS, an application was received by the City (Application no-2011-04) for the rezoning of a property from A1-43 (Agricultural Residential) and R1-10 (Single-Family Residential)toR1-20 (Single-Family Residential); and WHEREAS, the rezoning will be consistent with the City's General proposed uses and surrounding uses; and WHEREAS, upon due notice and after one public hearing the Planni recommended to the City Council that therezoning be granted; and WHEREAS, amap of the subject property isattached hereto as Exhibit A, as a proposed amendment to the Master Zoning Map of the City of Cupertino. NOW, THEREFORE, BE IT ORDAINED AS FOLLOWS: Section 1.That the property described in attached Exhibits A & B, arehereby rezoned to:R1-20 (Single-Family Residential); and that Exhibit A attached hereto is made part of the Master Zoning Map of the City of Cupertino; and Section 2.This ordinance shall take effect and be in force thirty (30) day passage. INTRODUCED at a regular adjourned meeting of the City Council of the 17th day of January 2012 and ENACTED at a regular meeting of the City Council of the City of Cupertino the ____day of __________, 2012, by the following vote: Vote: Members of the City Council: AYES: NOES: ABSENT: ABSTAIN: ATTEST: APPROVED: ______________________________ _____________________________ Grace Schmidt, ActingCity Clerk Mark Santoro, Mayor, City of Cupertino G:\Planning\PDReport\ORD\Z-2011-04 ord.doc 425 426 427 OFFICEOFTHE CITY CLERK CITY HALL 1010300TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408)777-3223www.cupertino.org CITYCOUNCILSTAFFREPORT Meeting:January 17, 2012 Subject Abatement ofa public nuisance(weeds) pursuantto provisions ofCupertino MunicipalCode Chapter 9.08 andResolutionNo. 11-189. RecommendedAction Note objectionsandadoptthe draftresolution orderingabatement ofa public nuisance(weeds). Discussion Chapter9.08oftheCupertinoMunicipalCoderequirespropertyownerstoremoveordestroy weedsontheirproperty.Theweedabatement processisinplacetonotifythepropertyownersof thisresponsibility,authorizetheCountytoremovetheweedsifthepropertyownerdoesn’t,and allowtheCountytorecoverthecostsofabatement.Theprocessconsistsofeightstepsthatbegin inNovemberandgothroughAugust ofeachyear.Atthistime,the processisatStep 4. 1.Countypreparesalistofallpropertiesthathavebeennon-compliantinremovingweeds inthelastthreeyearsand providesthatlisttotheCity(Nov). 2.CityCounciladoptsaresolutiondeclaringweedsanuisanceandsettingahearingdateto hear objectionsby property ownersto havingtheir name on thelist(Nov-Dec). 3.Countysendsnoticetothepropertyownersonthelistnotifyingthemofthehearingdate andexplainingthattheymustremoveweedsbytheabatementdeadlineofApril30orit willbedoneforthem,andthecostoftheabatementplusadministrativecostsassessedto their property(Dec). 4.CityCouncilholdsthehearingtoconsiderobjectionsbypropertyownersandadoptsa resolution orderingabatement(Jan). 5.Countysendsacourtesylettertopropertyownersonthelistnotifyingthemagainofthe abatementdeadlineandnotingthattheywillworkwiththepropertyownertobesurethe weedsareremoved(Jan). 6.AfterApril30,thepropertiesareinspectedbytheCountytoverifythatweedswere removedandproceedswithabatementiftheinspectionfails.Countymakesalistofall costsassociatedwiththeabatementandprovidesthatlisttotheCity(June-July). 428 7.CityCounciladoptsaresolutionsettingahearingdatetohearobjectionsbyproperty ownersfortheassessedcosts ofweedabatement(July). 8.City notifiestheproperty owners on theassessmentlist notifyingthem ofthe hearing date.(July-Aug). 9.CityCouncil holdsa hearing, notesany disputes,andadoptsaresolution puttingalien assessment on the propertiestoallowtheCountytorecoverthecost ofweedabatement (July-Aug). _____________________________________ Preparedby:GraceSchmidt,ActingCityClerk Reviewedby:CarolAtwood,AdministrativeServicesDirector ApprovedforSubmissionby:DavidW.Knapp,CityManager Attachments: StaffReport A.DraftResolution B. 2012 WeedAbatementProgramCommencementReport C.NoticetoDestroyWeeds D.Letterto property ownersfromCounty E.CityofCupertinoWeedAbatementProgramSchedule F.ApprovedResolutionNo. 11-189 429 RESOLUTIONNO.12- ARESOLUTIONOFTHECITYCOUNCILOFTHECITYOFCUPERTINO ORDERINGABATEMENTOFPUBLICNUISANCEPURSUANTTO PROVISIONSOFCUPERTINOMUNICIPALCODECHAPTER 9.08AND RESOLUTIONNO. 11-189 WHEREAS,theCityCouncilhasdeclaredthatthegrowthofweeds,the accumulationofgardenrefuse,cuttingsandothercombustibletrashupontheprivate propertiesasdescribedinResolutionNo.11-189adoptedNovember15,2011,tobea public nuisance;and WHEREAS,afterduenotice,ahearingthereonwasheldattheregularmeeting of theCityCouncil on January 17, 2012;and WHEREAS,fromtheevidencepresented,bothoralandwritten,itappearstobe inthe bestinterests oftheCitytoacquirejurisdiction overandabate saidnuisance. NOW, THEREFORE,BEITRESOLVED: 1.ThattheAgriculturalCommissionerisherebyorderedtoabatesuch nuisanceorcausethesametobeabatedbyhavingtheweedsreferredtodestroyedor removedbycutting,discing,chemicalsprayingoranyothermethoddeterminedbyhim; thatall debris,whetherin piles or scattered, be hauledaway; 2.ThattheAgriculturalCommissionerandhisdeputies,assistants, employees,contractingagentsorotherrepresentativesshallhaveexpressauthorizationto enteruponsaidprivatepropertiesforthepurposeofcausingsaidpublicnuisancetobe abated;and 3.Thatanyaffectedpropertyownersshallhavetherighttodestroyor removesuchweedsor debrishimselforherself orhavethesame destroyedorremovedat his/herownexpenseprovidedthatsuchdestructionorremovalshallhave beencompleted priortothearrivaloftheAgriculturalCommissionerorhisauthorizedrepresentativeto destroyorremovethem bytheParcelAbatementDeadline ofApril 30, 2012. BEITFURTHERRESOLVED: 1.ThattheAgriculturalCommissionershallkeepaccountofabatingsaid nuisanceandembodysuchaccountinareportandassessmentlisttotheCityCouncil, which shall befiledwiththeCityClerk. 2.Saidreportsofcosts,hearingandcollectionproceduresinvolvedshallbe providedas statedinChapter 9.08. 430 ResolutionNo. 12-Page 2 PASSEDANDADOPTEDataregularmeetingoftheCityCounciloftheCityof Cupertino on the 17th dayofJanuary 2012, bythefollowing vote: VoteMembers oftheCityCouncil AYES: NOES: ABSENT: ABSTAIN: ATTEST:APPROVED: _______________________________________________________ GraceSchmidtMarkSantoro, MayorCityofCupertino ActingCityClerk 431 442 443 444 445 446 447 448 449 RESOLUTION NO. 11-189 ARESOLUTIONOFTHECUPERTINOCITYCOUNCILDECLARING WEEDS ONCERTAINDESCRIBEDPROPERTYTOBEAPUBLICNUISANCEAND SETTINGAHEARINGFOROBJECTIONSTOPROPOSEDREMOVAL WHEREAS,weedsaregrowingintheCityofCupertinouponcertainstreets, sidewalks, highways,roadsand private property;and WHEREAS,saidweedsmayattainsuchgrowthastobecomeafiremenaceor whichare otherwise noxious or dangerous;and WHEREAS, saidweedsconstitutea public nuisance; NOW,THEREFORE,BEITRESOLVEDbytheCityCounciloftheCityof Cupertinoasfollows: 1.That saidweeds do nowconstitutea public nuisance; 2.Thatsaidnuisanceexistsuponallofthestreets,sidewalks,highways,roadsand privatepropertymoreparticularlydescribedbycommonnamesorbyreferenceto thetract,block,lot,codearea,andparcelnumberonthereportpreparedbythe AgriculturalCommissionerandattached hereto; 3.Thatthe17thdayofJanuary,2012,atthehourof6:45p.m.,orassoonthereafter asthemattercanbeheard,intheCouncilChamberintheCommunityHall,City ofCupertino,isherebysetasthetimeandplacewhereallpropertyownershaving any objectionstothe proposedremoval of suchweedsmay be heard; 4.ThattheAgriculturalCommissionerisherebydesignatedandorderedasthe persontocausenoticeoftheadoptionofthisresolutiontobegiveninthemanner andform providedinSections 9.08.040 oftheCupertino MunicipalCode. 450 ResolutionNo. 11-189Page 2 PASSEDANDADOPTEDataregularmeetingofthecityCounciloftheCityof Cupertinothis 15thday ofNovember, 2011, bythefollowing vote: VoteMembers oftheCityCouncil AYES:Wong,Santoro,Chang, Mahoney,Santoro NOES:None ABSENT:None ABSTAIN:None ATTEST:APPROVED: /s/KimberlySmith/s/GilbertWong ______________________________________________________ KimberlySmith,CityClerkGilbertWong, Mayor,City ofCupertino 451 PUBLICWORKS DEPARTMENT CITY HALL 1010300TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408)777-3354www.cupertino.org CITYCOUNCILSTAFFREPORT Meeting:January 17, 2012 Subject AnOrdinanceAmendingtheCupertino MunicipalCodeRelatingtoBicycleLanes. RecommendedAction ConductfirstreadingofOrdinanceNo.2012-_____:“AnOrdinanceoftheCityCouncilofthe CityofCupertinoAmendingSection11.08.250oftheCupertinoMunicipalCodeRelatingto BicycleLanes-Designated;RodriguesAvenuebetweenDeAnzaBoulevardandBlaney Avenue.” Discussion RodriguesAvenue,betweenDeAnzaBoulevardandBlaneyAvenue,isatwo-lanelocal roadwaywhichprovidesdirectaccesstoCityHall,theSantaClaraCountylibrary,WilsonPark, andnumerouscommercialandresidentialproperties.Theentiresegmentiscurrentlydesignated asabikeroute.ParkingisprohibitedalongbothsidesofRodriguesAvenuebetweenDeAnza BoulevardandTorreAvenue.BetweenTorreAvenueandBlaneyAvenue,parkingisallowed within325feetofTorreAvenueonthesouthsideofthestreetinfrontofCityHall,andwithin approximately700feetofBlaneyAvenueonbothsidesofthestreet(parkingallowedonly8 p.m.to 7 a.m. on the south side). OnMay3,2011,theCityCouncilunanimouslyapprovedtheadoptionofthe2011Cupertino BicycleTransportationPlan.Withintheplan,seventeenbikewaysareproposed,including Bikeway14,whichproposesacontinuousbikewayalongRodriguesAvenue,continuingthrough andpastWilsonPark,CreeksidePark,andontoPhilLaneandBarnhartAvenue.Included withinthe“WorktobeDone”forBikeway14isthestatement,“Considerinstallingbikelanes onRodriguesAvenuebetweenDeAnzaBoulevardandBlaneyAvenue.” ThefollowingmodificationstothestripingalongRodriguesAvenuewillbenecessaryto accommodate bikelanes:  Removalofthecentertwo-wayleft-turnlaneandreplacementwithasinglecenterline stripe,fromTorreAvenuetoapproximately600feeteast ofTorreAvenueisnecessaryto maintainon-streetparkinginfrontofCityHall.Uptoelevenon-streetparkingspaces will beadded on the south side ofRodriguesAvenue.  Removalofthewestbounddedicatedleft-turnlaneatTorreAvenue.Thiswillhave minimalimpact on traffic operationsattheintersection. 452  Removalofthewestbounddedicatedright-turn-laneatDeAnzaBoulevard,tobe replaced byanine-foot-widebikelane.Thereisaheavyright-turnvehiclevolumeatthis intersection;however,anine-footbikelaneiswideenoughtoaccommodateright-turning vehicles so therewill beminimalimpacttotraffic operations. Therewillbenolossofon-streetparkingresultingfromtheinstallationofbikelanes.Onthe southsideofRodriguesAvenuefromBlaneyAvenuetoabout700feettothewest,parkingis restrictedtothehoursbetween8p.m.and7a.m.Alongthissegment,onlyapart-timebikelane willbeavailableonthe southsidebecausethereisinsufficientroomtoaccommodateabikelane separatefromtheparkinglane.AsimilarsituationcurrentlyexistsonBlaneyAvenuenorthof StevensCreekBoulevard,wherea7.5-footlaneissharedbetweenbicyclistsduringthedayand parkedvehiclesatnight.FortheremainderofRodriguesAvenue,afull-timebikelanewillbe provided. TheBicyclePedestrianCommissionhasrecommendedthatCouncilapprovetheinstallationof bikelanes on RodriguesAvenue betweenDeAnzaBoulevardandBlaneyAvenue. FiscalImpact ThecostofsigningandstripingisincorporatedintotheannualoperationalbudgetofPublic Worksstaff.ThecostofrestripingRodriguesAvenuetoaccommodatebikelanesisestimatedat $16,500andwillbeperformedbyanoutsidecontractor.SignagewillbecompletedbyCity staff. Thereis no additionalfiscalimpactforthiswork. _____________________________________ Preparedby:DavidStillman,SeniorCivil Engineer Reviewedby: TimmBorden,Director ofPublicWorks ApprovedforSubmissionby:DavidW.Knapp,CityManager Attachments: A – DraftOrdinance 453 ATTACHMENT A ORDINANCENO.2012- ANORDINANCEOF THECITYCOUNCILOF THECITYOFCUPERTINO AMENDINGSECTION 11.08.250 OF THECUPERTINO MUNICIPALCODE RELATING TO ESTABLISHMENTOFBICYCLELANES; RODRIGUESAVENUEBETWEENDEANZABOULEVARDANDBLANEYAVENUE TheCityCounciloftheCityofCupertinodoesherebyordainthatSection11.08.250be amendedtoincludethefollowing: Section 11.08.250BicycleLanes-Designated. StreetDescriptionSide RodriguesAvenueDeAnzaBoulevardtoBlaneyAvenueBoth INTRODUCEDataregularmeetingoftheCupertinoCityCouncilthe_17_dayof January,2012andENACTEDataregularmeetingoftheCupertinoCityCouncilthis___dayof ____________, 2012 bythefollowing vote: VoteMembers oftheCityCouncil AYES: NOES: ABSENT: ABSTAIN: ATTEST:APPROVED: ________________________ GraceSchmidt,ActingCityClerkMarkSantoro, Mayor 454 COMMUNITY DEVELOPMENT DEPARTMENT CITY HALL 10300TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408)777-3308www.cupertino.org CITYCOUNCILSTAFFREPORT Meeting:January 17, 2012 Subject Analysis ofImpedimentstoFairHousingChoice(AI) RecommendedAction AdoptResolutionNo. 12-ApprovingtheAnalysis ofImpedimentstoFairHousing Choice(AI)and directing stafftoforwardtheAItotheU.S.DepartmentofHousingandUrban Development(HUD)tobe placed onfile. Discussion TheDepartment ofHousingandUrbanDevelopmentrequiresjurisdictions, suchasCupertino,that receivefederalCommunityDevelopmentBlockGrant(CDBG)fundsto updatetheirAI documents everythreetofiveyears.Cupertino’slastAIwascompletedin 2003 whenwe becamean entitlementjurisdiction. ThecurrentAIwas preparedbyBAEincollaborationwith othercitiesintheCounty.As part ofthe analysisBAEprovidedCupertinoandeachcityintheCountywith detaileddemographic data. The documentevaluates potential barrierstofair housingchoiceanddescribesactionstheCitywilltake toaddressidentifiedimpediments.Amongtheitemsanalyzedarethe homeless population,lowand very-lowincomelevels,housingaffordability,fair housing services offered,fair housingcomplaint trendsandaccomplishmentsforthe previousAI.TheAIisintendedasaguideforjurisdictionsto usein developing policiesandimplementingactivitiesrelatedto oraffectingfair housingchoice. TheAIexamines housing-related policiesand practicesthatmaylimitanindividual’s or household’s accessto housing duetounlawful discriminationwhetherintentional orinadvertent,andproposes actionstoeliminate orminimizethose barriers. TheU.S.Department ofHousingandUrban Development(HUD) definesimpedimentstofair housingchoiceas: •Anyactions, omissions or decisionstaken because ofrace,color,religion, sex, disability, familial status or national originwhichrestrict housingchoices ortheavailability of housing choices; or •Anyactions, omissions or decisionsthat havetheeffect ofrestricting housingchoices on the basis ofrace,color,religion, sex, disability,familial status or national origin. Pages 92-94 oftheAIreportlistrecommendedactionsfortheCity. TheCitycurrentlycomplies withalltheserecommendationsandwillcontinueto supportfair housingactivitiestoalleviate impedimentstofair housingchoiceasrequiredbyfederalregulations. 455 FiscalImpact TheCityrequiresanAIapprovedbytheCouncilin ordertocontinuetoreceiveCommunity DevelopmentBlockGrant(CDBG)fundinginthefuture. TheCity’sannualfundingis approximately $350,000. Preparedby:VeraGil,SeniorPlanner Reviewedby:AartiShrivastava,CommunityDevelopmentDirector ApprovedforSubmissionby:DavidW.Knapp,CityManager Attachments: A:DraftResolution B:Analysis ofImpedimentstoFairHousingChoice(AI) 456 AttachmentA RESOLUTIONNO. 12- ARESOLUTIONOFTHECITYCOUNCILOF THECITYOFCUPERTINOAPPROVINGTHE ANALYSISOFIMPEDIMENTS TOFAIRHOUSINGCHOICE 2010-2015AND AUTHORIZINGSTAFF TOSUBMITSAIDPLAN TOHUD WHEREAS,theHousingandCommunityDevelopmentActof1974providesthatfundsbe madeavailablefortheCommunityDevelopmentBlockGrant(CDBG)ProgramthroughtheUnited StatesDepartment ofHousingandUrbanDevelopment(HUD);and WHEREAS,theCityofCupertinoparticipatesintheCDBGPrograminordertoprovide affordable housing opportunitiesfor very-lowandlowincome personsandfamilies;and WHEREAS,theCityofCupertinoisrequiredtocertifythatitwillaffirmativelyfurtherfair housingin ordertocontinuereceivingCDBGfunding;and WHEREAS,theCityofCupertinomustsubmitsaidAnalysisofImpedimentstoFair HousingChoiceto demonstrateitisaffirmativelyfurtheringfair housing; NOW,THEREFOREBEITRESOLVEDthattheCityCounciloftheCityofCupertino herebyapprovestheAnalysisofImpedimentstoFairHousingChoice2010-2015authorizedstaffto submitthe documentstotheDepartmentofHousingandUrbanDevelopmentto be placed onfile. PASSEDANDADOPTEDataregularmeetingoftheCityCounciloftheCity ofCupertino this dayofJanuary 2012 bythefollowing vote: VOTEMEMBERSOF THECITYCOUNCIL AYES: NOES: ABSENT: ABSTAIN: Attest:Approved: GraceSchmidtMarkSantoro ActingCityClerkMayor,City ofCupertino 457 AttachmentB DRAFT 1/9/2012 Analysis of Impediments to Fair HousingChoice 2010-2015 City ofCupertino July2011 458 DRAFT 1/9/2012 Table of Contents 1Executive Summary..................................................................................................i 1.1Definition of Fair Housing Choice..............................................................................i 1.2Study Approach and Methodology..............................................................................i 1.3Public Outreach...........................................................................................................ii 1.4Key Findings...............................................................................................................ii 1.5Recommendations to Support Fair Housing.............................................................vii 2Introduction...........................................................................................................10 2.1Purpose of the Analysis of Impediments to Fair Housing........................................10 2.2Methodology and Community Participation.............................................................11 2.3Organization of the AI..............................................................................................11 2.4Definitions................................................................................................................12 2.52004 AI Accomplishments.......................................................................................12 3Background Data...................................................................................................14 3.1Demographic Profile.................................................................................................14 3.2Housing Profile.........................................................................................................27 3.3Housing Affordability...............................................................................................30 3.4Assisted Housing......................................................................................................42 3.5Existing Fair Housing Services.................................................................................50 3.6Linkages between Housing and Employment Centers.............................................50 4Fair Housing Processes and Trends....................................................................57 4.1Fair Housing Complaint Process..............................................................................57 4.2Fair Housing Complaints..........................................................................................58 4.3Fair Housing Testing................................................................................................61 5Identification of Impediments to Fair Housing Choice........................................63 5.1Public Sector.............................................................................................................63 5.2Private Sector............................................................................................................69 5.3Public and Private Sector..........................................................................................84 6Assessment of Current Fair Housing Programs and Activities.........................85 6.1Programs and Activities that Promote Fair Housing................................................85 6.2Problems Related to Current Fair Housing Programs...............................................87 7Findings and Recommendations..........................................................................88 459 DRAFT 1/9/2012 7.1Key Findings.............................................................................................................88 7.2Recommendations to Support Fair Housing.............................................................92 8Appendix A: Community Workshop Attendees...................................................95 9Appendix B: Needs Assessment Data Sources..................................................98 10Appendix C: Detailed Maps of Minority and Poverty Concentration...100 11Appendix D: Maximum Affordable Sales Price Calculation.................103 12Appendix E: Special Needs and Homeless Services............................106 460 DRAFT 1/9/2012 Index of Tables and Figures Table 3.1: Population and Household Growth, 2000-2009..............................................................15 Table 3.2: Household Composition and Size, 2009..........................................................................15 Table 3.3: Age Distribution, 2009....................................................................................................16 Table 3.4: Race and Ethnicity, 2009.................................................................................................17 Table 3.5: Household Income, 2009.................................................................................................20 Table 3.6: Percent Low-and Very Low-Income Households, 2000...............................................21 Table 3.7: Household Income by Race/Ethnicity, Cupertino, 2000.................................................22 Table 3.8: Poverty Status, 2009........................................................................................................22 Table 3.9: Persons with Disabilities by Employment.......................................................................26 Table 3.10: Disabilities by Type and Age, 2000..............................................................................27 Table 3.11: Housing Unit Type, 2009..............................................................................................28 Table 3.12: Tenure Distribution, 2009..............................................................................................28 Table 3.13: Age of Housing Stock, 2000..........................................................................................29 Table 3.14: Housing Conditions, 2000.............................................................................................29 Table 3.15: Residential Building Permits Issued, 2000-2009...........................................................30 Table 3.16: Median Sales Price, 2009..............................................................................................33 th Table 3.17: Rental Market Characteristics, 4 Quarter 2009...........................................................34 Table 3.18: Affordability of For-Sale Housing, Cupertino...............................................................36 Table 3.19: Affordability of Market Rate Rent in Cupertino...........................................................38 Table 3.20: Housing Overpayment, Cupertino, 2000.......................................................................39 Table 3.21: Overcrowding, 2000......................................................................................................40 Table 3.22: Housing Problems by Income and Race, Cupertino, 2000............................................41 Table 3.23: Foreclosure Filings, Q3 2008 and Q3 2009...................................................................42 Table 3.24: Project and Tenant-Based Section 8 Vouchers..............................................................43 Table 3.25: Inventory of Affordable Rental Housing Units.............................................................45 Table 3.26: Licensed Community Care Facilities, 2009...................................................................48 Table 3.27: Major Employers in Santa Clara County, 2009.............................................................52 Table 3.28: ABAG Job Projections, Santa Clara County, 2005-2035..............................................54 Table 4.1: Fair Housing Complaints, 2004-YTD 2009....................................................................59 Table 4.2: Fair Housing Complaints by Bases, Cupertino, 2004-YTD 2009...................................59 Table 4.3: Fair Housing Complaints by Resolution, Cupertino, 2004-YTD 2009...........................60 Table 5.1: Fees and Exactions..........................................................................................................67 Table 5.2: Disposition of Home Purchase Loans, 2007....................................................................71 Table 5.3: Disposition of Home Purchase Loans by Race and Ethnicity, Cupertino, 2007.............72 Figure 3.1: Concentrations of Population by Race/Ethnicity, Cupertino, 2009...............................18 461 DRAFT 1/9/2012 Figure 3.2: Low-and Moderate-Income Census Tracts, Cupertino, 2009.......................................24 Figure3.3: Median Sales Price, Cupertino, 1988-209......................................................................31 Figure 3.4: Sales Volume, Cupertino, 1988-2009............................................................................32 Figure 3.5: Subsidized Housing and Race/Ethnicity, Cupertino......................................................46 Figure 3.6: Licensed Community Care Facilities, Cupertino...........................................................49 Figure 3.7: Major Employers, Santa Clara County...........................................................................53 Figure 3.8: Cupertino Public Transportation....................................................................................56 Figure 5.1: Producer Price Index for Key Construction Costs.........................................................75 462 DRAFT 1/9/2012 1Executive Summary The Analysis of Impediments to Fair Housing Choice (AI) for Cupertino examines policies and practices that may limit the ability of individuals or households to choose housing in an environment free from discrimination. The AI assembles fair housing information, identifies any existing barriers that limit housing choice, and proposes actions to overcome those barriers. The AI has been prepared by Bay Area Economics (BAE) for Cupertino in collaboration with City Staff. 1.1Definition of Fair Housing Choice The U.S. Department of Housing and Urban Development (HUD) defines impediments to fair housing choice as: Any actions, omissions or decisions taken because of race, color, religion, sex, disability, familial status or national origin which restrict housing choices or the availability of housing choices; or Any actions, omissions or decisions that have the effect of restricting housing choices on thebasis of race, color, religion, sex, disability, familial status or national origin. To affirmatively promote equal housing opportunity, a community must work to remove impediments to fair housing choice. HUD interprets a jurisdiction’s obligations to include the following: Analyze and eliminate housing discrimination in the jurisdiction; Promote fair housing choice for all persons; Provide opportunities for racially and ethnically inclusive patterns of housing occupancy; Promote housing that is physically accessible to and usable by all persons, and particularly for persons with disabilities; and Foster compliance with the nondiscrimination provisions of the Fair Housing Act. 1.2Study Approach and Methodology Cupertino’s AI incorporates some of the data and information from the regional collaboration in addition to its own local data. This document will serve as a resource for local practitioners and service providers looking to understand fair housing needs within the City, and where relevant and applicable, on a regional scale. To identify additional variables that could indicate barriers to fair housing, data was analyzed on variables such as population, household, and race and ethnicity trends, age, household income, concentration of minority populations, housing affordability i 463 DRAFT 1/9/2012 indicators, overcrowding, and the geographic distribution of affordable housing and employment centers. The AI incorporates numerous sources including the U.S. Census, the State of California Department of Finance, the Association of Bay Area Governments, and Claritas, Inc., a private demographic data provider. Complaints about fair housing are one indicator of the presence of impediments to fair housing choice. Data on fair housing complaints and cases from 2004 to 2009 from the HUD Office of Fair Housing and Equal Opportunity (FHEO) was obtained and analyzed. In addition, BAE spoke to City staff and local fair housing service providers about fair housing issues in the City of Cupertino and in Santa Clara County. Lastly, city planning documents, housing elements, policies, and ordinances were reviewed to determine any direct or indirect impact on fair housing. 1.3Public Outreach Community input for developing the AI was obtained through a variety of sources. The City participated in three countywide workshops held in September2009 to engage the public and local stakeholders in the Consolidated Plan process. Fair Housing providers and advocates, other social service organizations, and members of the public attended the workshops. A total of 105 individuals participated in thefour Workshops. In addition, BAE conducted more focused interviews with local fair housing organizations to gain their “on the ground” perspective. 1.4Key Findings Demographic Profile Cupertino had an estimated population of 55,800 residents in 2009, representing approximately three percent of Santa Clara County’s population. Population growth in the City has matched countywide growth between 2000 and 2009. During this time period, Cupertino’s population grew by just under 11 percent. Cupertino has aslightly higher proportion of family households compared to Santa Clara County. In 2009, approximately 75 percent of Cupertino households were family households, defined as two or more individuals who are related by birth, marriage, or adoption. By comparison, 70 percent of Santa Clara County households were families. The City has a majority Asian population, with Asian residents representing 57 percent of the total population. Non-Hispanic White persons were the second largest racial group in Cupertino, ii 464 DRAFT 1/9/2012 comprising 36 percent of the population. The City has a smaller population of Hispanic or Latino residents compared to Santa Clara County. Asian persons comprise over 55percent of the population in the majority of Census block groups in the City. Portions of western Cupertino have a majority White population. There are no areas in the City where Hispanic residents comprise the majority. Cupertino households are more affluent than Santa Clara County households as a whole. The median household income was $119,000 in the City of Cupertino in 2009, compared to $88,400 in Santa Clara County. The City also has a lower share of households living below the federal poverty threshold relative to the County. Approximately 3.9 percent of Cupertino householdshad incomes below the poverty threshold, compared to 5.7 percent in the County. The City has nine Census block groups that meet the CDBG program definition of targeted low-and moderate-income areas with at least 27.4 percent of residents falling within these income categories. These areas are primarily concentrated in the eastern portion of Cupertino, east of Highway 85. Housing Profile The median sales price for single-family homes in Cupertino increased dramatically between 2000 and 2007 before falling during the current economic downturn. The median sales price for single-family homes rose by 42 percent from $825,000 to $1,175,000 between 2000 and 2008. Since the 2007 peak, the median sales price has decreased by 16 percent. During 2009 (January through May), the median home sales price for single-family homes was $986,500. It should be noted that Cupertino’s housing market has remained more stable than the County’s as a whole. Thedecline in median sales prices in the County was more than twice as high as in the City between 2008 and 2009 for both single-family homes and condominiums. Ownership housing in Cupertino is largely unaffordable to lower-income households. The maximum affordable sales price for a low-income, four-person householdseeking to purchase a 1 single-family home is $280,300. In Cupertino, less than three percent of three-bedroom homes sold on the market between June 28, 2009 and December 31, 2009 were under this price point. Additionally, only four percent of three-andfour-bedroom condominiums sold in Cupertino during the same time period were affordable to low-income households. In terms of rental housing, the average market rent in Cupertino far exceeds the maximum 1 This assumes conventional financing terms and a maximum payment of 30 percent of gross income on mortgage payments, taxes, and insurance. iii 465 DRAFT 1/9/2012 2 affordable rent for very low-and extremely low-income households. These households would need to spend substantially more than 30 percent of their gross income to afford market rate rental housing. 3 Approximately 28 percent of Cupertino households were “cost-burdened” in 2000. The incidence of overpayment was higher for renters than owners in Cupertino, with 31 percent of renter households and 26 percent of owner households spending more than 30 percent of their income on housing costs. During the current economic downturn, the rate of overpayment may have increased due to rising unemployment. Unfortunately, more recent data on overpayment is unavailable. Overcrowding is more prevalent among renter households than owner households in 4 Cupertino. Approximately 17 percent of renters and five percentof owners lived in overcrowded situations. While there are no public housing developments located in the City of Cupertino, the Housing Authority of the County of Santa Clara (HACSC) and HUD offer rental assistance for lower-income households through theSection 8 voucher program. There are 15,839 tenant-based and 5,791 project-based vouchers in the County. This includes 50 tenant-based vouchers and 127 project-based vouchers in the City of Cupertino. There are six affordable housing developments with 203 affordable rental units in Cupertino. In addition, there are three group homes and eight developments that provide below market rate (BMR) rental units as part of the City’s Housing Mitigation Plan.Cupertino’s subsidized housing developments and BMRunits are located throughout the City, often in close proximity to major commercial corridors, such as Stevens Creek Boulevard, that have public transportation access. Thirteen of the 14 developments with subsidized or BMR units are located in areas where Asian residents comprise more than 50 percent of the population. This does not, however, indicate a concentration of care facilities in minority neighborhoods because Asian residents represent over 50 percent of the total citywide population. Fair Housing Complaints Between 2004 and August 2009, a total of nine fair housing complaints were filed in the City of Cupertino. This represents approximately three percent of all complaints filed in the County 2 Maximum affordable rent assumes that household pay 30 percent of their gross income on rent and utilities. 3 Defined by HUD as spending more than 30 percent of gross income on housing-related costs. 4 Overcrowding is defined by the U.S. Census as more than one person per room, excluding bathrooms and kitchens. iv 466 DRAFT 1/9/2012 during the same time period. The largest proportion of complaints, 78 percent, was found to not have probable cause for fair housing violation. The remaining 22 percent of complaints were conciliated or resolved. Disability emerged as the most common bases for complaint. These accounted for 78 percent of all complaint bases between 2004 and August 2009 in Cupertino. During this time, there was one complaint each based on national origin and familial status. Impediments to Fair Housing Choice Public Sector. As detailed in Section 5 of this AI, local government can affect housing availability and costs by limiting the supply of buildable land, setting standards and allowable densities for development, and exacting development fees. Publicly imposed constraints on housing supply can subsequently lead to fair housing concerns, as particular segments of the population lose access to affordable homes and/or are completely priced out of certain areas. Local policies and ordinances have the potential to raise fair housing concerns. In particular, local zoning ordinances can impact the production of multifamily housing, second units, emergency shelters, transitional housing, and community care facilities, all of which serve lower-income households and special needs populations. Cupertino’s zoning ordinance allows for the development of various forms of multifamily housing, second units, and small residential care homes. However, the ordinance does not identify a zone that allows for permanent emergency shelters and transitional or supportive housing by right. Pursuant to state law, the Cityamended its zoning ordinance in 2010 to allow permanent emergency shelters in the BQ zone and permit transitional and supportive housing by right. The City also formalizedits reasonable accommodation request procedures to further fair housing efforts. Private sector. Despite declining home sales prices, current market prices remain an obstacle for homeownership for lower-income households in Cupertino. In addition, credit access has emerged as a real challenge for potential homebuyers. Even more affordable FHA loans and state-sponsored first-time homebuyer programs can be difficult to access for buyers, as many loan officers and realtors prefer to focus on conventional mortgages due to the time and effort associated with these loan products. Homeownership counselors have responded to these challenges by developing relationships with particular loan officers and agents who can assist buyers with the federal and State programs. Foreclosures have also damaged manyhouseholds’ credit ratings, limiting their ability to buy a home in the future. National data shows that subprime mortgages (which have a strong tie to v 467 DRAFT 1/9/2012 5 foreclosure) disproportionately occurred in communities of color, raising a fair housing concern. According to local affordable housing developers, the availability of financing presents the biggest barrier to producing new subsidized housing. Although the cost of land and construction have declined, the tightened credit market, and decline in State and local subsidies, have made it challenging for affordable housing developers to take advantage of lower costs. Other constraints to housing production in the City include public opinion, specifically community concerns about impacts on the school districts, traffic, and parks. Over the past several years, a number of housing developments and related planning efforts have been subject to citizen initiatives and referenda. Citizens’ concerns about the impacts of housing development, particularly higherdensity development, on community quality of life remain a significant potential constraint to housing development. Fair Housing Concerns Impacting Special Need Populations Affordable Housing Application Processes. Due to the requirements associated with various affordable housing funding sources, certain households may encounter difficulties in applying for subsidized housing. For example, applications can involve a large amount of paperwork and require households to provide records for income verification. In some cases, short application time frames and submittal requirements (e.g., by fax) create additional challenges. These requirements present obstacles for seniors, homeless or disabled individuals who lack access to communication systems and information networks, as well as the skills to complete and submit the necessary documentation. Elderly. Seniors often need accessible units located in close proximity to services and public transportation. Many seniors also live on fixed incomes, making affordability a particular concern. There is a limited supply of affordable senior housing in the City of Cupertino. In addition, local senior service providers and community workshop participants report that many subsidized housing projects serve individuals or couples only and do not accommodate caregivers. In other cases, the caregiver’s income may make the senior ineligible for the affordable unit. Persons with Disabilities. Building codes and HOME regulations require that five percent of units in multifamily residential complexes be wheelchair accessible and another two percent be accessible for individuals with hearing or vision impairments. Affordable housing developers follow these requirements and provide accessible units in their buildings. Nonetheless, service providers report that demand exceeds the supply of accessible, subsidized units. In contrast to this 5 Losing Ground: Foreclosures in the Subprime Market and Their Cost to Homeowners.Center for Responsible Lending. December 2006. vi 468 DRAFT 1/9/2012 finding, affordable housing providers report that they can have difficulty filling accessible units with disabled individuals. This points to challenges in the application and marketing process that prevent disabled individuals from finding subsidized, accessible housing when needed. Persons with disabilities face other challenges that may make it more difficult to secure both affordable or market-rate housing, such as lower credit scores, the need for service animals (which must be accommodated as a reasonable accommodation under the Fair Housing Act), the limited number of accessible units, and the reliance on Social Security or welfare benefits as a major income source. Homeless Individuals. The primary barrier to housing choice for homeless individuals is insufficient income. Interviews with service providers indicate that many homeless rely on Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI), which are too low to qualify for most subsidized programs and affordable housing developments. In addition, property managers often screen out individuals with a criminal or drug history, history of evictions, or poor credit, which effectively excludes many homeless persons. Limited English Proficiency (LEP) Individuals. Local service providers state that as financial institutions institute more stringent lending practices and outreach to minority communities has declined with the economy, LEP and undocumented individuals face greater challenges in securing a mortgage. LEP households are also more vulnerable to loan modification and foreclosure rescue scams. Furthermore, many households in the Spanish-speaking community and other LEP populations rely on a cash economy, and lack the record keeping and financial legitimacy that lenders require. Housing Profile 1.5Recommendations to Support Fair Housing Access to Affordable Housing Need: Due to the requirements associated with various affordable housing funding sources, certain households may encounter difficulties in accessing subsidized housing. For example, applications can involve a large amount of paperwork, require households to provide records for income verification, or have short application time frames and submittal requirements. These requirements present obstacles for homeless or disabled individuals who lack the resources and skills to complete the necessary documentation. Moreover, affordable housing providers often have difficulty filling accessible units with disabled individuals. In contrast, service providers indicate a great need for affordable accessible housing. This conflict points to barriers in the application process that prevent interested individuals from finding subsidized, accessible housing or a mismatch between people who need housing and when it is available. vii 469 DRAFT 1/9/2012 Action #1: Facilitate access to below-market-rate units. The City of Cupertino shall continue to assist affordable housing developers in advertising the availability of below-market-rate units via its website, the County’s 2-1-1 information and referral phone service, and other media outlets. The City will also facilitate communication between special needs service providers and affordable housing developers, to ensure that home seekers with special needs have fair access to available units. Fair Housing Services Need: The AI finds that fair housing is an ongoing concern in Cupertino. In particular, interviews with local service providers indicate that many homeseekers and landlords are unaware of federal and state fair housing laws. They also remain unfamiliar with protections offered to seniors, disabled, and other special needs populations, as well as families and protected classes. Action #2: Contract with local service providers to conduct ongoing outreach and education regarding fair housing for homeseekers, landlords, property managers, real estate agents, and lenders. Outreach will occur via training sessions, public events, jurisdictions’ websites and other media outlets, staffing at service providers’ offices, and multi-lingual flyers available in a variety public locations. Action #3: Contract with local service providers to conduct fair housing testing in local apartment complexes. The testing program looks for any evidence of differential treatment among a sample of local apartment complexes. Following the test, the service provider submits findings to the City and conducts educational outreach to landlords that showed differential treatment during the test. Local Zoning Need: Cupertino’s zoning requirements must comply with State law, the federal Fair Housing Act of 1968, and the Fair Housing Amendments Act of 1988. As discussed in Section 5, the City recently amended its zoning ordinance to comply with State regulations regarding emergency shelters, transitional housing, and supportive housing. The City also adopted a formal reasonable accommodation policy to accommodate the needs of persons with disabilities. Action #4: Periodically review the Zoning Ordinance to ensure regulations are consistent with fair housing laws and do not constrain housing production. If particular zoning requirements impede fair housing or housing production, the City should amend the regulations. Public Housing Need: Local Housing Authoritiesare well-versed in fair housing requirements, and aim to apply viii 470 DRAFT 1/9/2012 these consistently in their outreach, property management, waitlist maintenance, and tenant recruitment efforts. The following action emphasizes the need for local jurisdictions to assist local housing authorities in this regard. Action #6: Assist local Housing Authorities with outreach. The City of Cupertino shall continue to support the Housing Authority of the County of Santa Clara to ensure adequate outreach to minority, limited-English proficiency, and special needs populations regarding the availability of public housing and Section 8 vouchers. Outreach may occur via the City’s website and informational flyers in multiple languages available at public locations. Given the extended waiting lists for public housing and Section 8 programs, attention will primarily be paid to fair management of the list. Links Between Housing and Employment Need: Impediments to fair housing choice may occur when poor linkages exist between the locations of major employers and affordable housing. Under these conditions, persons who depend on public transportation, such as lower-income households, seniors, and disabled persons, would be more limited in their housing options. The AI finds that Cupertino’s inventory of subsidized housing is relatively well-connected to public transportation. The City should continue efforts to support transit-oriented development and furtherimprove connections between new housing and employment centers. Action #7: Plan for and encourage transit-oriented development. The City of Cupertino shall continue to plan for higher residential and employment densities where appropriate to maximize linkages between employers and affordable housing. Action #8: Facilitate safe and efficient transit routes. The City shall continue to work with local transit agencies to facilitate safe and efficient routes for the various forms of public transit. ix 471 DRAFT 1/9/2012 2Introduction 2.1Purpose of the Analysis of Impediments to Fair Housing This Analysis of Impediments to Fair Housing Choice (AI) examines policies and practices that may limit the ability of individuals or households to choose housing in an environment free from discrimination. The AI assembles fair housing information, identifies any existing barriers that limit housing choice, and proposes actions to overcome those barriers. As defined by the U.S. Department of Housing and Urban Development (HUD),impediments to fair housing choice consist of: Any actions, omissions or decisions taken because of race, color, religion, sex, disability, familial status or national origin which restrict housing choices or the availability of housing choices; or Any actions, omissions or decisions that have the effect of restricting housing choices on the basis of race, color, religion, sex, disability, familial status or national origin. HUD requires funded jurisdictions to develop and update an Analysis of Impediments as needed. In Santa Clara County, a number of entitlement jurisdictions have collaboratedin collecting countywide data and background information for preparation of their 2010-2015 AIs. The group of participating jurisdictions includes: City of Cupertino City of Gilroy City of Mountain View City of Palo Alto City of Sunnyvale City of San José City of Santa Clara Santa Clara Urban County (unincorporated Santa Clara County,Campbell, Los Altos, Los Altos Hills, Los Gatos, Monte Sereno, Morgan Hill, and Saratoga.) This collaborative effort allows the jurisdictions to evaluate and plan for fair housing needs on a local and regional basis. It recognizes that while each jurisdiction may have unique concerns, many of these issues span jurisdictional borders and could be addressed more holistically. Cupertino’s AI incorporates some of the data and information from the regional collaboration in addition to its own local data. This document will serve as a resource for local practitioners and service providers looking to understand fair housing needs within the City, and where relevant and applicable, on a regional scale. 10 472 DRAFT 1/9/2012 2.2Methodology and Community Participation To identify additional variables that could indicate barriers to fair housing, data was analyzed on variables such as population,household, race and ethnicitytrends, age, household income, concentration of minority populations, housing affordability indicators, overcrowding, and the geographic distribution of affordable housing and employment centers. The AI incorporates numerous sources including the U.S. Census, the State of California Department of Finance, the Association of Bay Area Governments, and Claritas, Inc., a private demographic data provider. Complaints about fair housing are one indicatorof the presence of impediments to fair housing choice. Data on fair housing complaints and cases from 2004 to 2009 from the HUD Office of Fair Housing and Equal Opportunity (FHEO) was obtained and analyzed. In addition, BAE spoke to City staff and localfair housing service providers about fair housing issues in the City of Cupertinoand in Santa Clara County. Lastly, city planning documents, housing elements, policies, and ordinances were reviewed to determine any direct or indirect impact on fair housing. PublicOutreach Community input for developing the AI was obtained through a variety of sources. The City participated in three countywide workshops held in September 2009 to engage the public and local stakeholders in the Consolidated Plan process. Fair Housing providers and advocates, other social service organizations, and members of the public attended the workshops. The Workshops were well attended, thanks to the Entitlement Jurisdictions’ efforts to publicize the events through emails to service providers, advertisements in the local newspapers, and communication with local stakeholders, neighborhood groups, and public officials. A total of 105 individuals participated in the four Workshops. Appendix A documents the attendees at each session.In addition, BAE conducted more focused interviews with local fair housing organizations to gain their “on the ground” perspective. 2.3Organization of the AI The Analysis of Impediments to Fair Housing is divided into six chapters. Following this Introduction, the AI contains: Chapter 2: Background Data. This chapter describes the demographic profile, housing stock, and housing market of the City. 11 473 DRAFT 1/9/2012 Chapter 3: Evaluation of Current Fair Housing Legal Status. This chapter provides data on fair housingcomplaints between 2004 and 2009. Chapter 4: Identification of Impediments to Fair Housing Choice. Various public and private impediments to fair housing choice are reviewed. Chapter 5: Assessment of Current Fair Housing Programs and Activities. Chapter 5 outlines the current fair housing programs and activities in Cupertino Chapter 6: Conclusions and Recommendations. The final chapter of the AI summarizes the findings, and provides conclusions and recommendations for the City of Cupertino, based on information presented in the preceding chapters. 2.4Definitions Fair housing is defined by HUD in 23CFR 570.904(c)(1) to mean the ability of persons of similar income levels to have the same housing choice regardless of race, color, religion, sex, handicap, familial status, or national origin. Discrimination in the sale or rental of housing is prohibited against these protected classes. California fair housing laws built on the federal laws and also added marital status, ancestry, sexual orientation, source of income, and “any arbitrary discrimination” as protected categories under the state law. Fair housing laws are intended to further equal opportunity in housing, mortgage lending, and the purchase of mortgage insurance. To affirmatively promote equal housing opportunity, a community must work to remove impediments to fair housing choice. HUD interprets a jurisdiction’s obligations to include the following: Analyze and eliminate housing discrimination in the jurisdiction; Promote fair housing choice for all persons; Provide opportunities for racially and ethnically inclusive patterns of housing occupancy; Promote housing that is physically accessible to and usable by all persons, and particularly for persons with disabilities; and Foster compliance with the nondiscrimination provisions of the Fair Housing Act. 2.52004 AI Accomplishments Cupertino’s last Analysis of Impediments to Fair Housing Choice was adopted by the City Council on May 23, 2004. The City has implemented the following actions in response to the 2004 AI’s one- and five-year goals. 12 474 DRAFT 1/9/2012 Trained counter staff to be more observant of customer needs. Some physical disabilities are not easily recognizable and the county staff has been instructed on how to recognize if a person is not able to speak or write English, is hearing or visually impaired, or physically disabled. Continued to provide a brochure detailing the handicap accessibility of Cupertino City Hall. The brochure also provides information on special services available to the hearing impaired for public meetings. Implemented a new sign program that better directs the physically handicapped to accessibility ramps and elevators. Funded Eden Council for Hope and Opportunity (ECHO)to support fair housing activities, including fair housing counseling, case investigation services, and outreach and educational activities to increase community awareness of fair housing. ECHO’soutreachactivities in Cupertino in the 2008-2009 fiscal year included: Conducted one fair housing training session for landlords and property managers o Conducted six fair housing presentations. o Distributed 1,500 educational brochures throughout the City at City Hall, the library, o and senior center. Staffed a table at the Tri-County Apartment Association Trade Show. o Placed weekly ads in the El Observador and San Jose Mercury News and 29 public o 6 service announcements on local radio and cable stations. 6 City of Cupertino, Consolidated Annual Performance Report (CAPER), Fiscal Year 2008. 13 475 DRAFT 1/9/2012 3Background Data This Background Data Chapterincorporates quantitative data from a variety of sources and qualitative information from various organizations and community stakeholders. Quantitative data sources include the United States Census; the Association of Bay Area Governments; the State of California, Department of Finance; Claritas, Inc., a private demographicdata vendor;and discussions with local fair housing providers. A complete explanation of data sources used in this Background Data Chapter is provided in Appendix B. Whenever possible, the AIpresents the most recent data reflectingcurrent market and economic conditions. For example, data from Claritas, Inc.,which 7 estimates current demographic trends based on the 2000 Census, is often used to provide 2009 data. However, in some cases, the 2000 U.S. Census provides the most reliable data and more up-to-date 8 information is unavailable. 3.1Demographic Profile Population and Household Trends Cupertino had an estimated population of 55,800 residents in 2009, representing approximately three percent of Santa Clara County’s population. As shown in Table 3.1,population growth in the City has matched countywide growth between 2000 and 2009. During this time period, Cupertino’s population grew by just under 11 percent. Household growth in Cupertino and Santa Clara County paralleled population trends, though at a slower rate. There were an estimated 19,800 households in Cupertino in 2009, an increase of nine percent since 2000. 7 Claritas is used instead of the American Community Survey (ACS) because the ACS does not allow an analysis of block groups or smaller geographic areas. 8 In reviewing this Needs Assessment, it is important to consider that the 2000 Census marked a peak in the County’s economy, with low unemployment and a severe housing shortage. In contrast, today’s economy is characterized by high unemployment and more affordable housing. Data from 2000 may therefore be less applicable today. Notwithstanding this issue, current economic conditions also lead to affordability concerns, specifically because of job losses. 14 476 DRAFT 1/9/2012 Table 3.1: Population and Household Growth, 2000-2009 CupertinoSanta Clara County PercentPercent 20002009 (a)Change20002009 (a)Change Population 50,54655,84010.5%1,682,5851,857,62110.4% Households 18,20419,7528.5%565,863612,4638.2% Note: (a) 2009 population and household estimates provided by Californ Sources: Claritas, 2000; California Department of Finance, 2009; Household Composition and Size Table 3.2provides a distribution of households across various types in 2009. As shown, family households, defined as two or more individuals who are related by birth, marriage, or adoption, represent the majority (75 percent) of households in Cupertino. Single-person households comprise 19 percent of households, while the remaining sixpercent are non-family householdswith two or more persons. The average household size in Cupertino is 2.80, slightly smaller than Santa Clara County’s average household size of 2.98 in 2009. Table 3.2: Household Composition and Size, 2009 Santa Clara Household TypeCupertinoCounty Single Person19.2%21.2% Two or More Persons Married Couple64.0%54.8% Other Family10.9%15.1% Non-Family5.9%8.9% Avg. Household Size (a) 2.802.98 Note: (a) Average household size is based on 2009 California Departmen and household estimates. Sources: Claritas, 2009; California Department of Finance, 2009; Age Distribution Cupertino’s age distribution, shown in Table 3.3is relatively similar to that of Santa Clara County with a few notable exceptions. In both Cupertino and Santa Clara County, there are significant proportions of persons under 18 years old. Compared to the County as a whole, Cupertino has a lower proportion of adults in the 25 to 44 age range but a higher proportion of 45 to 54 year old adults. Cupertino’s elderly residents age 65 years old and above, also represents a slightly larger 15 477 DRAFT 1/9/2012 share of the population, compared to the County as a whole. In 2009, the median age in Cupertino was 40.8 years old, slightly older than the County’s median of 37.2 years old. Table 3.3: Age Distribution, 2009 Santa Clara Age CohortCupertinoCounty Under 1823.7%24.1% 18 - 24 8.7%8.9% 25 - 4424.2%30.1% 45 - 6430.5%25.9% 65 & Older12.9%11.0% Median Age40.837.2 Sources: Claritas, 2009; BAE, 2010. Race/Ethnicity As shown in Table 3.4, Cupertino has a majority Asian population. Asians represented 57 percent of the City’s total population, a higher proportion than in Santa Clara County as a whole. Chinese- Americans make up the largest community of Asians in Cupertino (16,578 or 28.4%) followed by 9 Asian Indians (13,179 or 22.6%) .Appendix C contains additional detail regarding geographic concentrations of the City’s Asian population. Non-Hispanic White persons were the second largest racial group in Cupertino, comprising 36 percent of the population. The City has a smaller population of Hispanic or Latino residents compared to Santa Clara County; approximately three percent of Cupertino residents were Hispanic or Latino, compared to 26 percent in the County. 9 Current data based on the 2010 Census. Chinese-Americans as defined here includes people reporting their ethnicity as Taiwanese. 16 478 DRAFT 1/9/2012 Table 3.4: Race and Ethnicity, 2009 CupertinoSanta Clara County RaceNon-HispanicHispanicNon-HispanicHispanic White36.0%1.9%37.0%10.4% Black/ African American0.6%0.1%2.4%0.2% Native American0.1%0.0%0.2%0.4% Asian56.6%0.1%30.8%0.2% Native Hawaiian/ Pacific Islander0.1%0.0%0.3%0.0% Other0.3%0.8%0.2%12.9% Two or More Races2.9%0.5%3.1%1.8% Total Population96.6%3.4%74.1%25.9% Sources: Claritas, 2009; BAE, 2010. Racial and ethnic groups are not equally distributed throughout the City. Areas of racial/ethnic minority concentration are neighborhoods with a disproportionately high number of minority (i.e., non-White) households.According to HUD, “areas of minority concentration” are defined as Census block groups where 50 percent of the population is comprised of a single ethnic or racial group other than Whites. As shown in Figure 3.1, Asian persons comprise over 50 percent of the population in the majority of the City. Portions of western Cupertino have a majority White population. There are no areas in the City where Hispanic residents comprise the majority. 17 479 DRAFT 1/9/2012 Another way employed by HUD to define minority concentration is where the percentage of minorities in an area is at least 20 percent greater than the countywide share of minorities. In 2009, the non-White population comprised approximately 64 percent of the County’s population. Therefore, under this definition, Census block groups where non-Whites represent over 84 percent of the population are considered areas of minority concentration. There are no areas in Cupertino that meet this definition of minority concentration. A third measure commonlyemployed by demographers and sociologists to analyze patterns of racial/ethnic concentration is the“dissimilarity index.” The index is a measure of the evenness with which two groups (generally a minority group and Whites) are distributed across the geographic areas that make up a larger area, such as Census tracts within a county. The index ranges from 0 to 100, with 0 meaning no segregation or spatial disparity, and 100 being complete segregation between the two groups. The index score can also be interpreted as the percentage of one of the two groups in the calculation that would have to move to a different geographic area in order to produce a completely even distribution. The formula for calculating the dissimilarity index for Cupertino, by Census tract, is as follows: D= 0.5| P /P-P/P| iggihh Pis the population of group g in Census tract i ig Pis the population of group h in Census tract i ih Pis the total population of group g in the Cityand g P is the total population of group hin the City h Analyzing 2009 data for Cupertinoby Census tract results in the following dissimilarity index scores for each minority group: Black/African Americans -20 Asians-18 Hispanic/Latino -9 This analysis indicates that 20percent of Black/African Americans, 18percent of Asians, and nine percent of Hispanic/Latinos would need to move to a different Census tract in order to achieve 10 spatial integration with the White population. In general, an index score above 60 is considered 11 high, 30 to 60 is considered moderate, and below 30 is considered low.As such, this analysis indicates that the City’s Black/African American, Asian, and Hispanic/Latinopopulations experience relatively low segregation relative to Whites, and that Cupertino’s minority populations are distributed throughout the City. 10 Assuming no movement in the White population. 11 Massey, D.S. and N.A. Denton. American Apartheid: Segregation and the Making of the Underclass. Cambridge: Harvard University Press. 1993. 19 481 DRAFT 1/9/2012 Household Income Distribution Cupertino households are more affluent than Santa Clara County households as a whole. As shown in Table 3.5, the median household income was $119,000 in the City of Cupertino in 2009. By comparison, the County’s median household income stood at $88,400. The largest proportion of Cupertino households earned between $75,000 and $149,999 in 2009. Table 3.5: Household Income, 2009 Santa Clara Household IncomeCupertinoCounty Less than $35,00013.6%20.9% $35,000 to $74,99921.6%29.1% $75,000 to $149,99942.4%37.7% $150,000 or More22.3%12.2% Median HH Income $119,000$88,400 Sources: Claritas, 2009; BAE, 2010. Household Income by Household Type For planning purposes, households are categorized by HUD as extremely low-income, very low- income, or low-income, based on percentages of the County’s Median Family Income (MFI). The 12 MFI is calculated annually by HUD for different household sizes.The HUD income categories are defined below: Extremely Low-Income: Up to 30 percent of County MFI Very Low-Income: 31 percent to 50 percent of County MFI Low-Income: 51 percent to 80 percent of County MFI HUD publishes data on these income groups based on the 2000 Census in the Comprehensive Housing Affordability Strategy (CHAS). Table 3.6shows the percentage of households that are very low-or low-income, that is those earning less than 80 percent of MFI, by household type. Consistent with the household income distributions discussed above, Cupertino has a lower proportion of low- income households relative to the County. Approximately 20 percent of all Cupertino households werelower-income in 2000, compared to 31 percent of households in Santa Clara County. In both the City and County, elderly households had the highest percentage of lower-income 12 MFI calculations are based on American Community Survey (ACS) median income data published by the U.S. Census Bureau and adjusted by a number of factors, including adjustment for high cost areas. As such, the MFI calculated by HUD is higher than the median household income estimated by Claritas for 2009, presented in Table 4.5. Higher MFI levels result in higher estimates of housing affordability than may actually be the case for County households. 20 482 DRAFT 1/9/2012 households earning less than 80 percent of MFI when compared to all other household types. Approximately 40 percent of Cupertino’s elderly households and 54 percent of elderly households in the County were lower-income in 2000. Table 3.6: Percent Low-and Very Low-Income Households, 2000 (a) Santa Clara Household TypeCupertinoCounty Elderly40.2%53.5% Small Family13.1%21.8% Large Family15.2%34.3% All Others21.6%29.1% All Households19.6%30.5% Notes: (a) Very low-income households defined as those earning less tha 50% of median family income (MFI). Low-income households defined as those earning between 51% and 80% of MFI Definitions: Elderly households - 1 or 2 person household, either person 62 y Small family - 2 to 4 related members Large family - 5 or more related members Sources: HUD, State of the Cities Data System: Comprehensive H Affordability Strategy (CHAS) special tabulations from Census 20 Household Income by Race/Ethnicity Table 3.7presents a distribution of household income by race and ethnicity. As shown, the income distribution for individual racial/ethnic groups is relatively comparable to the City’s household income distribution as a whole. However, Hispanic and Native American households do show a greater concentration at the lower ends of the income distribution when compared to the City as a whole. Approximately 18percent and20 percent of Hispanic and Native American households, respectively, have incomes up to 50 percent of MFI, compared to 13 percent of all households in Cupertino. 21 483 DRAFT 1/9/2012 Table 3.7: Household Income by Race/Ethnicity, Cupertino, 2000 Native Pacific WhiteBlackHispanicAmericanAsianIslanderTotal (a) Less than 30% MFI6.3%0.0%13.9%0.0%8.4%0.0%7.2% 30% to 50% MFI6.7%6.7%3.8%20.4%3.9%0.0%5.7% 50% to 80% MFI7.0%11.7%7.0%0.0%6.6%0.0%6.7% More than 80% MFI80.1%81.7%75.3%79.6%81.1%100.0%80.4% Total Households10,375120502496,7645018,217 Notes: (a) Total includes other racial/ethnic groups not presented in t Sources: HUD, State of the Cities Data System: Comprehensive H Affordability Strategy (CHAS) special tabulations from Census 20 Areas of Concentrated Poverty Countywide, approximately six percent of households had incomes below the poverty level in 2009. As shown in Table 3.8, the prevalence of poverty in Cupertino was lower, at four percent. Table 3.8: Poverty Status, 2009 HouseholdsSanta Clara Below Poverty LineCupertinoCounty Households54323,000 Percent of Total HH's3.9%5.7% Sources: Claritas, 2009; BAE, 2010. The U.S. Census Bureau uses three categories to discuss the incidence of poverty in an area –less 13 than 20 percent, between 20 percent and 40 percent, and 40 percent or more.The traditional definition of concentrated poverty is where 40 percent of the population lives below the federal 14 poverty threshold.There are no block groups in the City of Cupertino that have more than 20 percent of the population living below the poverty line. The CDBG program requires that CDBG funded activities principally benefit low-and moderate- income persons or meet other program eligibility criteria. CDBG assisted activities generally meet the low-and moderate-income principal benefit requirement if 51 percent of the residents in the activity’s service area are low-and moderate-income. However, for jurisdictions with no areas 13 U.S. Census Bureau, “Areas with Concentrated Poverty: 1999,” July 2005, http://www.census.gov/prod/2005pubs/censr-16.pdf 14 Wolch, Jennifer and Nathan Sessoms, USC Department of Geography, “The Changing Face of Concentrated Poverty,” http://www.usc.edu/schools/sppd/lusk/research/pdf/wp_2005-1004.pdf 22 484 DRAFT 1/9/2012 meeting this criterion, the highest quartile of all areas in the City in terms of degree of concentration is used.For the City of Cupertino, Census block groups with at least 27.4 percent low-and 15 moderate-income residents are considered targeted areas.As shown in Figure 3.2, there are nine Census block groups that meet the definition of targeted areas. These areas are primarily concentrated in the eastern portion of Cupertino, east of Highway 85. It should be noted that the boundaries for targeted areas may change when updated data from the American Community Survey is released. 15 U.S. Department of Housing and Urban Development, CDBG Entitlement Low and Moderate Benefit on an Area Basis –“Exception Grantees.” 23 485 DRAFT 1/9/2012 The federal poverty level is only one way of measuring poverty and self-sufficiency. In fact, the federal poverty level is based on 1964 cost data, and may not be the best measure for a region with a high cost of living, such as Santa Clara County. As an alternative to the federal poverty level, the First Steps to Cutting Poverty in Half by 2020 report for Santa Clara County presents a Self- Sufficiency Standard that identifies the wage needed for a household to escape poverty. This includes enough money to pay for basics like rent, food, child care, health care, transportation, and taxes, and to save and build assets for the future. According to the report, a household with two adults, a preschooler, and a school-age child would need to earn $68,430 a year to make ends meet in Santa Clara County. That is morethan three times the federal poverty level of $21,200 for the 16 same-sized family. The Self-Sufficiency Standard is higher than the federal poverty level, in part, due to high housing costs in Santa Clara County. The First Steps to Cutting Povertyreportalso includes an Action Plan to reduce the number of households below the Self-Sufficiency Standard. Persons with Disabilities 17 A disability is a physical or mental impairment that limits one or more major life activities. Persons with a disability generally have lower incomes and often face barriers to finding employment or adequate housing due to physical or structural obstacles. This segment of the population often needs affordable housing that is located near public transportation, services, and shopping. Persons with disabilities may require units equipped with wheelchair accessibility or other special features that accommodate physical or sensory limitations. Depending on the severity of the disability, people may live independently with some assistance in their own homes, or may require assisted living and supportive services in special care facilities. The 2000 Census reports that there were approximately 5,100 individuals with disabilities in Cupertino, accounting for 11 percent of the City’s civilian, non-institutionalized population age five years and older. The proportion of disabled individuals in the County was higher, at 16 percent. 16 Step up Silicon Valley,First Steps to Cutting Poverty in Half by 2020:Together We Can Help Families Step Up and Out of Poverty, April 2009, Page 4-5. 17 According to the Americans with Disabilities Act, major life activities include seeing, hearing, speaking, walking, breathing, performing manual tasks, learning, caring for oneself, and working. 25 487 DRAFT 1/9/2012 Table 3.9: Persons with Disabilities by Employment (a) Santa Clara CupertinoCounty Age 5-151909,419 Age 16-64, Employed Persons with a Disability2,149114,389 Age 16-64, Not Employed Persons with a Disability1,23970,311 Persons Age 65 Plus with a Disability1,50460,610 Total Persons with a Disability5,082254,729 Percent of Total Population10.8%16.4% Notes: (a) Includes civilian noninstitutionalized population, 5 years a Sources: U.S. Census, SF3-P42, 2000; BAE 2010. The U.S. Census Bureau places disabilities into six categories, defined below: Sensory disability – blindness, deafness, or a severe vision or hearing impairment Physical disability – a condition that substantially limits one or more basic physical activities such as walking, climbing stairs, reaching, lifting, or carrying Mental disability – a physical, mental or emotional condition that made it difficult to perform certain activities like learning, remembering, or concentrating Self-care disability – a physical, mental, or emotional condition that made it difficult to perform certain activities like dressing, bathing, or getting around inside the home Going-outside-the-home disability – a physical, mental, or emotional condition that made it difficult to perform certain activities like going outside the home alone to shop or visit a doctor’s office Employment disability – a physical, mental, or emotional condition that made it difficult to perform certain activities like working at a job or business As shown in Table 3.10, the largest proportion(46 percent) of disabled individuals in Cupertino had an employment disability. The second most common disability type was go-outside-home disability, representing43 percent of disabled individuals, followed by physical disabilities at 32 percent. It should be noted that individuals may have more than one disability. 26 488 DRAFT 1/9/2012 Table 3.10: Disabilities by Type and Age, 2000 Age 5-15Age 16-64Age 65+Total Percent ofPercent ofPercent ofPercent of Persons withPersons withPersons withPersons with Disability TypeNumberDisabilities (a)NumberDisabilities (a)NumberDisabilities (a)NumberDisabilities (a) Cupertino Sensory Disability2111.1%35510.5%55637.0%91117.9% Physical Disability105.3%63718.8%96264.0%1,59931.5% Mental Disability17692.6%44113.0%30320.1%74414.6% Self-Care Disability3317.4%1685.0%28018.6%4488.8% Go-Outside-Home DisabilityN/AN/A1,45342.9%72248.0%2,17542.8% Employment DisabilityN/AN/A2,35369.5%N/AN/A2,35346.3% Total Disabilities (b)2405,4072,8238,470 Santa Clara County Sensory Disability12,541133.1%16,4808.9%20,56416.9%37,04414.5% Physical Disability1,80419.2%40,25721.8%39,50832.5%79,76531.3% Mental Disability1,64017.4%28,04415.2%18,12814.9%46,17218.1% Self-Care Disability6,87573.0%12,6636.9%12,89710.6%25,56010.0% Go-Outside-Home DisabilityN/AN/A79,63643.1%30,59625.1%110,23243.3% Employment DisabilityN/AN/A130,24670.5%N/AN/A130,24651.1% Total Disabilities (b)22,860307,326121,693451,879 Notes: (a) Total percent of persons with disabilities exceeds 100 perce (b) Total disabilities exceed total persons with disabilities be Source: U.S.Census, SF3-P41, 2000; BAE, 2010. 3.2Housing Profile Housing Units According to the California Department of Finance, the majority of housing units in Cupertino and Santa Clara County were single-family (attached and detached) homes in 2009 (see Table3.11). Single-family homes represent 71 percent of all housing units in the City and 63 percent of all units in the County. 27 489 DRAFT 1/9/2012 Table 3.11: Housing Unit Type, 2009 Santa Clara Housing Unit TypeCupertinoCounty Single-Family (a)71.1%62.7% Multifamily28.9%34.1% Mobile Homes0.0%3.1% Total Units20,269626,659 Note: (a) Includes single-family detatched and single-family attached Sources: CA Department of Finance, Table E-5, 2009; BAE, 2010. Tenure Often, a jurisdiction’s housing stock correlates with the tenure distribution of the occupied housing units. Cities with a higher proportion of single-family residences generally have a higher homeownership rate. As shown in Table 3.12, approximately 59 percent of Santa Clara County households were homeowners in 2009. Consistent with the distribution of housing type the City of Cupertino had a higher homeownership rate at 64 percent. Table 3.12:Tenure Distribution, 2009 Santa Clara TenureCupertinoCounty Owner63.7%59.4% Renter36.3%40.6% Total Occupied Units18,408595,646 Sources: Claritas, 2009; BAE, 2010. Housing Conditions Age of Housing Stock. Unless carefully maintained, older housing stock can create health and safety problems for occupants. Housing policy analysts generally believe that even with normal maintenance, dwellings over 40 years of age can deteriorate, requiring significant rehabilitation. According to the 2000 Census, approximately 50 percent of housing units in the City of Cupertino and Santa Clara County were built before 1970. 28 490 DRAFT 1/9/2012 Table 3.13: Age of Housing Stock, 2000 Santa Clara Year BuiltCupertinoCounty 1949 or earlier4.3%10.5% 1950 to 196945.8%39.4% 1970 to 198936.1%38.6% 1990 to March 200013.8%11.5% Median Year Built19701970 Sources: U.S. Census, SF3 H34 and H36, 2000; BAE, 2010. Housing Conditions. Despite the age of housing units in some jurisdictions, much of the City and County housing stock remains in relatively good condition. Data on the number of units which lack complete plumbing and kitchen facilities are often used to assess the condition of a jurisdiction’s housing stock. AsTable 3.14illustrates, virtually all of the City’s and County’s housing units contain complete plumbing and kitchen facilities. The 2000 Census, which provides the most recent data on housing conditions, found that less than one percent of the occupied housing units in the Cupertino and the County lacked complete plumbing. In addition, lessthan one percent of owner-occupied units in the County and Cupertino lacked complete kitchen facilities. Table 3.14: Housing Conditions, 2000 Without Complete Santa Clara Plumbing FacilitiesCupertinoCounty Owners0.2%0.3% Renters0.4%0.8% Total0.2%0.5% Without Complete Kitchen Facilities Owners0.1%0.2% Renters0.4%1.1% Total0.2%0.6% Sources: U.S. Census, SF3 H48, 2000; BAE, 2010. New Residential Building Permits Since 2000, new residential construction in Cupertino has been dominated by single-family homes. Approximately 66 percent of the 1,100 building permits issued in the City between 2000 and 2009 were for single-family homes. Large multifamily buildings with five units or more accounted for 29 percent of permits issued. Cupertino’s building permit trends differs from the Santa Clara 29 491 DRAFT 1/9/2012 County, where the majority of permits issued were for units in large multifamily buildings(see Table 3.15). It should be noted that not all issued building permits are actually constructed. Due to the current downturn in the housing market, many projects were issued building permits, but were not completed. Table 3.15: Residential Building Permits Issued, 2000-2009 2000-2009 Building Type2000200120022003200420052006200720082009Total% of Total Cupertino 752 65.5% Single Family11245111368711478836521 54 4.7% 2 Units08400000420 4 0.3% 3 & 4 Units0040000000 338 29.4% 5 or More Units142425200048000 Total1267737136871141268310721 1,148 100.0% Santa Clara County 19,31339.2% Single Family2,8271,6222,0962,4682,5342,2912,0761,891930578 3920.8% 2 Units28382262822810445028 1,0102.1% 3 & 4 Units18378147881262029040497 28,51957.9% 5 or More Units3,5734,1792,1964,3882,2423,0503,8992,1482,433411 Total6,6115,9174,4617,0064,9845,5716,0754,1233,4621,02449,234100.0% Sources: U.S. Census Bureau, 2009; BAE, 2010. 3.3Housing Affordability Home Sale Trends As shown inFigure 3.3,the median sales price for single-family homes in Cupertino increased between 2000 and 2007, declined in the early part of the decade due to the “dot-com bust,” then rose steeplybefore falling once more during the current economic downturn. The median sales price for single-family homes increased by 42 percent from$825,000 to $1,175,000 between 2000 and 2007. Since the 2007 peak, the median sales price has decreased by 16 percent. During 2009 (January through May), the median home sales price for single-family homes was $986,500.As of June 2010, Cupertino had a median sales price of $980,000. Condominium sales prices in Cupertino have been more stable compared to single-family homes. The median sales price for condominiums peaked in 2008 at $686,500 before falling by two percent in 2009 to $642,500. 30 492 DRAFT 1/9/2012 Figure 3.3: Median Sales Price, Cupertino, 1988-209 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 SFRCondo Notes: (a) 2009 data includes January to May 2009. Sources: DataQuick, 2009; BAE, 2010. Figure 3.4depicts the sales volume for single-family homes and condominiums in Cupertino since 1988. As shown, the sales volume for single-family homes has been more than twice the volume for condominiums. Residential sales volume for single-family homes has steadily declined since 2004. 31 493 DRAFT 1/9/2012 Figure 3.4: Sales Volume, Cupertino, 1988-2009 900 800 700 600 500 400 300 200 100 0 SFRCondo Notes: (a) 2009 data includes January to May 2009. Sources: DataQuick, 2009; BAE, 2010. It should be noted that Cupertino’s housing market has remained more stable than the County’s as a whole. As shown in Table 3.16, the decline in median sales prices in the County was more than twice as high as in the City between 2008 and 2009 for both single-family homes and condominiums. Median home prices in Cupertino were also higher than they were in the County as a whole for both single-family homes and condominiums. The median sales price for a single-family home in Santa Clara County during the first five months of 2009 was $447,000, compared to $986,500 in Cupertino. 32 494 DRAFT 1/9/2012 Table 3.16: Median Sales Price, 2009 (a) Single Family ResidencesCondominiums Santa Clara Santa Clara CupertinoCountyCupertinoCounty Median Sales Price$986,500$447,000$642,500$294,500 Units Sold 1114,918341,645 Percent Change in Sales Price from 2007 -16.0%-42.3%-1.5%-45.0% (a) 2009 data includes January to May 2009. Source: DataQuick, 2009; BAE, 2010. Rental Market Trends A review of rental market conditions in Cupertino was conducted using data from RealFacts, a private data vendor that collects quarterly rental data from apartment complexes with 50 or more units. Table 3.17shows rental market characteristics for Cupertino during the fourth quarter of 2009. Market rents averaged $1,802 a month across all unit types. On average, monthly rents in the City has decreased by four percent since 2007. During this same time period, vacancies for rental units inthe City increased (discussed below). The increased vacancies and the corresponding decline in average rents are indicative of the economic recession. Average asking rents were reduced in response to rising unemployment and reduced household spending. 33 495 DRAFT 1/9/2012 th Table 3.17: Rental Market Characteristics, 4Quarter 2009 (a) CURRENT MARKET DATA - Q4 2009 PercentAvg.Avg.Avg. Unit TypeNumberof MixSq. Ft.RentRent/Sq. Ft. Studio 1353%466$1,143$2.45 Jr 1BR/1 BA 692%660$1,166$1.77 1 BR/1 BA 1,54736%722$1,466$2.03 1 BR TH 120%909$1,583$1.74 2 BR/1 BA 57413%913$1,704$1.87 2 BR/2 BA 1,35031%1,056$2,109$2.00 2 BR TH 3538.2%1,070$2,066$1.93 3 BR/2 BA 1724%1,276$2,630$2.06 3 BR TH 1062.5%1,321$2,397$1.81 Totals4,318100%908$1,802$1.98 AVERAGE RENT HISTORY - ANNUAL 2007-20082007-2009 Unit Type20072008% Change2009 (b)% Change Studio $1,199$1,2907.6%$1,180-1.6% Jr 1BR $1,402$1,316-6.1%$1,256-10.4% 1BR/1 BA $1,630$1,7125.0%$1,518-6.9% 2 BR/1 BA $1,885$1,9171.7%$1,774-5.9% 2 BR/2 BA $2,157$2,3016.7%$2,133-1.1% 2 BR TH $2,306$2,4325.5%$2,135-7.4% 3 BR/2 BA $2,644$2,8287.0%$2,641-0.1% 3 BR TH $2,433$2,6338.2%$2,424-0.4% All Units$1,928$2,0305.3%$1,847-4.2% OCCUPANCY RATE Average YearOccupancy 2004 95.8% 2005 96.2% 2006 96.7% 2007 96.5% 2008 95.4% 2009 93.1% AGE OF HOUSING INVENTORY (by Project) Percent of YearProjects Pre 1960's 0.0% 1960's 28.6% 1970's 33.3% 1980's 4.8% 1990's 33.3% 2000's 0.0% Notes: (a) Represents only housing complexes with 50 units or more. (b) 2009 data presents annual average. Differs from above, whic Sources: RealFacts, Inc., 2010; BAE, 2010. 34 496 DRAFT 1/9/2012 Housing economists generally consider a rental vacancy of five percent as sufficient to provide adequate choice and mobility for residents, and sufficient income for landlords. Higher rates result in a depressed rental market, while lower rates begin to impinge on resident mobility and lead to housing concerns such as overcrowding and overpayment. During the fourth quarter of 2009, vacancy rates in Cupertino stood at seven percent, a symptom of the downturn in the rental market. Historically, vacancy rates have been lower, ranging from four to five percent between 2004 and 2008. Housing Affordability for Various Income Groups Affordabilityis generally discussed in the context of households with different income levels. Households are categorized by HUD as extremely low-income, very low-income, or low-income based on household size and percentages of the area Median Family Income (MFI). These income limits are established annually by HUD. Federal, state, and local affordable housing programs generally target households earning up to 80 percent of MFI, though some programs also provide assistance to households earning up to 120 percent of MFI. The HUD-defined income categories are presented below: Extremely Low-Income: Up to 30 percent of County MFI Very Low-Income: 31 percent to 50 percent of County MFI Low-Income: 51 percent to 80 percent of County MFI For-Sale Housing. Table 3.18shows affordability scenarios for four-person households with extremely low-, very low-, and low-incomes. This analysis compares the maximum affordable sale price for each of these households to the market rate prices for three-bedroom units in Cupertino between June 28, 2009 and December 31, 2009. The maximum affordable sales price was calculated using household income limits published by HUD, conventional financing terms, and assuming that households spend 30 percent of gross income on mortgage payments, taxes, and insurance. Appendix G shows the detailed calculations used to derive the maximum affordable sales price for single-family residences and condominiums. As shown in Table 3.18, the maximum sales price for a low-income, four-person household seeking to purchase a single-family home is $280,300. In Cupertino, less than three percent of three-bedroom homes sold on the market were under this price point. This analysis indicates that current market prices present a serious obstacle to single-family homeownership for lower-income households in the area. The maximum affordable sales price for condominiums is slightly lower than the price for single- family homes because monthly homeowners association (HOA) fees are factored into the 35 497 DRAFT 1/9/2012 calculation, thereby reducing the amount available for mortgage payments. The maximum affordable condominium sales price for a four-person low-income household is $240,600. Approximately four percent of three-and four-bedroom condominiums sold in Cupertino were within this price range, indicating that condominium ownership is also a challenge for lower- income households. Table 3.18: Affordability of For-Sale Housing, Cupertino Single-Family Residences Percent of 3BR IncomeMax. AffordableSFRS sold within Income LevelLimit (a)Sale Price (b)Price Range (c) Extremely Low-Income (Up to 30% MFI)$31,850$105,1000.00% Very Low-Income (Up to 50% MFI)$53,050$175,1002.50% Low-Income (Up to 80% MFI)$84,900$280,3002.50% Median Sale Price$939,000 Number of Units Sold80 Condominiums Percent of 3BR+ IncomeMax. AffordableCondos sold within Income LevelLimit (a)Sale Price (b)Price Range (c) Extremely Low-Income (Up to 30% MFI)$31,850$65,5000.00% Very Low-Income (Up to 50% MFI)$53,050$135,5000.00% Low-Income (Up to 80% MFI)$84,900$240,6003.85% Median Sale Price$760,000 Number of Units Sold26 Notes: (a) Income limits published by U.S. Department of Housing and Ur (b) Assumptions used to calculate affordable sales price: Annual Interest Rate (Fixed)6.53%Freddie Mac historical monthly Primary Mortgage Market Survey data tables. Ten-year average. Term of mortgage (Years)30 Percent of sale price as down payment5% Initial property tax (annual)1.00% Mortgage Insurance as percent of loan amount0.78% Annual homeowner's insurance rate as percent of sale 0.12%CA Dept. of Insurance website, based on average of all quotes, assuming $150,000 of coverage and a 26-40 year old home. Homeowners Association Fee (monthly)$300 PITI = Principal, Interest, Taxes, and Insurance Percent of household income available for PITI30.00% (c) Analysis based on all full and verified sales between June 2 Single-family analysis includes 3-bedroom units only. Condomini Sources: U.S. HUD, 2009; DataQuick, 2010; BAE, 2010. In considering this analysis, it is important to note that credit markets have tightened in tandem with the decline in home values. As such, although homes may have become slightly more affordable in recent years, lender requirements for a minimum down payment or credit score may present a greater obstacle for buyers today. More accessible home loan products are available, 36 498 DRAFT 1/9/2012 including Federal Housing Administration (FHA) loans. FHA loans are insured by the federal government, and have traditionally allowed lower-income households to purchase a home that they could not otherwise afford. However, interviews with lenders suggest that many households are not aware of these programs. Moreover, many loan officers prefer to focus on conventional mortgages because of the added time and effort associated with processing and securing approval 18 on a FHA loan. Rental Housing. Table 3.19compares the maximum affordable monthly rent with the average market rents in the four sub-county areas for households of various sizes. Maximum affordable monthly rents assumed that households pay 30 percent of their gross income on rent and utilities. In Cupertino, the maximum affordable monthly rent for low-income households ranges from $1,372 for one-person households to $1,947 for four-person households. The maximum affordable rent for two-and three-person low-income households exceeds the average market rate rent for appropriately sizedunits. However, one-and four-person low-income households would need to pay in excess of 30 percent of gross income to afford the average market rent. The average market rent far exceeds the maximum affordable rent for very low-and extremely low-income households across all household sizes. 18 Thompson, Samuel, Chase Bank, phone interview with BAE, July 8, 2009. 37 499 DRAFT 1/9/2012 Table 3.19: Affordability of Market Rate Rent in Cupertino Household Size (a) 1 person2 person3 person4 person Average Market Rate Rent (b) Cupertino$1,466$1,466$1,704$2,630 Maximum Affordable Monthly Rent Extremely Low Income (30% AMI) Household Income (c)$22,300$25,500$28,650$31,850 Max. Affordable Monthly Rent (d)$445$525$587$620 Very Low Income (50% AMI) Household Income (c)$37,150$42,450$47,750$53,050 Max. Affordable Monthly Rent (d)$816$948$1,065$1,150 Low Income (80% AMI) Household Income (c)$59,400$67,900$76,400$84,900 Max. Affordable Monthly Rent (d)$1,372$1,585$1,781$1,947 Notes: (a) The following unit sizes are assumed based on household size 1 person - 1 bedroom/1 bathroom 2 person - 1 bedroom/1 bathroom 3 person - 2 bedroom/1 bathroom 4 person - 3 bedroom/2 bathrooms (b) Reported by Real Facts for 4Q 2009. (c) Household income published by the U.S. Department of Housing Development for Santa Clara County, 2009 (d) Assumes 30 percent of income spent on rent and utilities. U allowance for multifamily dwelling established by Housing Author Sources: U.S. Dept. of Housing and Urban Development, 2009; Real Housing Authority of the County of Santa Clara, 2009; BAE, 2010. Overpayment According to HUD standards, a household is considered “cost-burdened” (i.e., overpaying for housing) if it spends more than 30 percent of gross income on housing-related costs. Households are “severely cost burdened” if they pay more than 50 percent of their income on housing costs. Citywide, approximately 28 percent of households overpaid for housing in 2000. The incidence of overpayment was higher for renters than owners in Cupertino, with 31 percent of renter households and 26 percent of owner households spending more than 30 percent of their income on housing costs. Table 3.20shows the incidence of overpayment by household type in Cupertino. During the current economic downturn, the rate of overpayment may have increased due to rising unemployment. Unfortunately, more recent data on overpayment is unavailable. 38 500 DRAFT 1/9/2012 Overcrowding A lack of affordable housing can result in overcrowded households. The U.S. Census defines “overcrowding” as more than one person per room, excluding bathrooms and kitchens. Table 3.21 shows the overcrowding rate among renters and owners by jurisdiction in Santa Clara County. In 2000, approximately 10 percent of all households in Cupertino were overcrowded. Overcrowding was substantially higher among renters than owners, with 17 percent of renters and five percent of owner households living in overcrowded situations. The prevalence of overcrowding was higher in Santa Clara County asa whole, where 14 percent of all households were overcrowded. As with overpayment, rising unemployment and foreclosures may contribute to greater overcrowding rates in the County. However, more current data on overcrowding is unavailable. Table 3.21: Overcrowding, 2000 Overcrowded Santa Clara HouseholdsCupertinoCounty Owners5.2%8.2% Renters17.3%23.3% Total Households9.6%14.3% Sources: U.S. Census, SF3 H20, 2000; BAE, 2010. 40 502 DRAFT 1/9/2012 Housing Problems by Income and Race HUD requires Consolidated Plans to identify any racial or ethnic groups that have a disproportionately greater housing need.Housing need is defined by HUD as paying more than 30 percent of income towards housing costs, overcrowding, and/or lacking complete kitchen or plumbing facilities (i.e., HUD-identified “housing problems”).Per HUD’s definition, adisproportionately greater need exists when members of a particular racial/ethnic group have at least 10 percent greater need than persons in the income category as a whole. Table 3.22presents the percentage of households by race and income that experienced housing problems in 2000. Housing problems include overcrowding, cost burden, and living in units that lack complete kitchen or plumbing facilities. As shown, among very low-income households (earning between 30 percent and 50 percent of MFI), Black, Hispanic, Native American, and Asian households had a disproportionate need compared to households in that income group as a whole. Low-income Asian households and Native American and Black householdsearning above 80 percent of MFIalso had a disproportionate need. Table 3.22: Housing Problems by Income and Race, Cupertino, 2000 Native Pacific WhiteBlackHispanicAmericanAsianIslanderTotal (a) 1. Household Income <=50% MFI1,3408891083002,338 2. Household Income <=30% MFI650070056501,307 %with any housing problems66.2%N/A35.7%N/A70.8%N/A66.0% 3. Household Income >30 to <=50% MFI6908191026501,031 %with any housing problems54.3%100.0%100.0%100.0%88.7%N/A66.1% 4. Household Income >50 to <=80% MFI7251435044901,227 %with any housing problems51.0%28.6%71.4%N/A83.5%N/A63.5% 5. Household Income >80% MFI8,31098378395,4855014,652 %with any housing problems21.1%38.8%31.5%61.5%35.4%0.0%27.1% 6. Total Households10,375120502496,7645018,217 %with any housing problems28.2%41.7%37.5%69.4%43.6%0.0%34.5% Notes: (a) Total includes other racial/ethnic groups not presented in t Sources: HUD, State of the Cities Data System: Comprehensive H Affordability Strategy (CHAS) special tabulations from Census 20 Foreclosures Due to a variety of interrelated factors, including an increase in subprime lending activity in recent years, California and the nation are currently undergoing an unprecedented wave of foreclosures. During the third quarter of 2009, approximately 27 homeowners in Cupertino received notices of default, compared to 15 issued in the third quarter of 2009. Notices of default represent the first step in the foreclosure process. In addition, three filings for bank owned properties in the City were recorded by the County Assessor in the third quarter of 2009, a signal that these homes were lost to foreclosure(see Table 3.23). 41 503 DRAFT 1/9/2012 In general, Cupertino has remained relatively unscathed by the foreclosure crisis, compared to other parts of Santa Clara County, thanks to the more stable home values and greater housing demand in thearea.In a stronger residential market such as Cupertino, households unable to make mortgage payments have a greater ability to sell their properties rather than undergo foreclosure. Moreover, the high housing prices during the peak of the market effectively prevented many at-risk buyers from purchasing a home in Cupertino, even with the volatile mortgage products that contributed to the foreclosure crisis.Nonetheless, as shown below, the number of notices of default in Cupertino did rise from 15 to 27 between the third quarter of 2008 and 2009. Several agencies provide foreclosure counseling for homeowners in Santa Clara County, including in Cupertino. Neighborhood Housing Services Silicon Valleyand Project Sentinel provide homeowners that have received notices of default with mortgage counseling and, if they qualify, assist them in applying for mortgage loan modifications from their lenders. Table 3.23: Foreclosure Filings, Q3 2008 and Q3 2009 CupertinoSanta Clara County Q3 2008Q3 2009% ChangeQ3 2008Q3 2009% Change Notices of Default 152780.0%2,8104,09545.7% Bank-Owned Properties 330.0%1,845830-55.0% Source: City of San Jose, 2009; BAE, 2010. 3.4AssistedHousing Public Housing and Section 8 The Housing Authority of the County of Santa Clara (HACSC) provides public housing and rental assistance for low-income families, seniors, and persons with disabilities in the County. There are nine public housing developments, including two developments for families, four developments for seniors, and three developments for persons with disabilities. In total, HACSC’s public housing projects have 555 units, the majority of which have one-bedroom. While there are no public housing developments located in the City of Cupertino, HACSC, and HUD offer rental assistance for lower income households through the Section 8 Voucher 19 program.Under the voucher program, HACSC issues an eligible household a voucher and the household selects a unit of its choice. There are no residency requirements when applying for Section 8 vouchers, though local residents receive a preference over non-residents. HUD also provides project-based Section 8 vouchers associated with particular developments. 19 HACSC administers and manages the Section 8 program for the City of San José Housing Authority. 42 504 DRAFT 1/9/2012 Table 3.24summarizes this data for Cupertino and Santa Clara County. As shown, there are 15,839 tenant-based and 5,791 project-based vouchers in the County. This includes 50 tenant- based vouchersand 127 project-based vouchers in the City of Cupertino. Table 3.24: Project and Tenant-Based Section 8 Vouchers Santa Clara Section 8 VouchersCupertinoCounty Tenant-Based5015,839 Project-Based (a)1275,791 Section 8 Total17721,630 Percent of County Total0.8%100.0% Section 8 Waiting List (b)53,369 Note: (a) Project-based Section 8 vouchers include those issued by HAC addition to those issued through HUD's Section 8 Multifamily Pro (b) Waitlist and Section 8 data current through October 5, 2009. Sources: Housing Authority of the County of Santa Clara, 2009; S Multifamily Program Vouchers, HUD, Region IX, October 2009; BAE, Subsidized Housing In addition to public housing and Section 8, there are other federal, state, and local programs that subsidize rental housing for lower-income households. These funding sources include low-income housing tax credits, project-based Section 8, HOME, CDBG, HOPWA, and redevelopment agency funds, among others. As shown in Table 3.25, there are six affordable housing developments with 203 affordable rental units in Cupertino. In addition, there are three group homes and eight developments that provide below market rate (BMR) rental units as part of the City’s Housing Mitigation Plan.Figure 3.5maps the location of these affordable housing developments. Many subsidized affordable housing developments receive government funding that requires units be made affordable for a specified amount of time. As presented in Table 3.25,the Sunnyview West development had affordability requirements that expired in 2004. However, this development has been preserved and is not considered to be at risk of converting to market-rate. The nonprofit organization that owns and manages Sunnyview West has indicated to City staff that it intends to continue providing units at affordable rents. The affordability restrictionsfor the Le Beaulieu project will expire in September 2015. Cupertino Community Housing originally developed Le Beaulieu in 1984 and utilized project based Section 8 vouchers. Mid-Peninsula Housing Coalition, a nonprofit organization, acquired and rehabilitated 43 505 DRAFT 1/9/2012 the project in 1998. Le Beaulieu contains 27 one-and two-bedroom units for adults with physical disabilities who are able to live independently. All units are handicap accessible and affordable to low-income households (less than 50 percent of AMI). The Le Beaulieu development is considered to have a low-risk of converting to market rate because Mid-Peninsula Housing Coalition is committed to maintaining the property as affordable. While the Le Beaulieu project is the only subsidized development that is at-risk of converting to market rate, there are also 10 below market rate (BMR) units in the Chateau Cupertino development with affordability requirements expiring in March of 2010. These 10 BMR units will likely convert to market rate when the affordability requirements expire. However, the City of Cupertino is committed to maintaining long-term affordability of its BMR units. As such, in 2005, the City increased the minimum affordability term for BMR units in new developments to 99 years. Cupertino’s subsidized housing developments are located throughout the City, often in close proximity to major commercial corridors, such as Stevens Creek Boulevard, that have public transportation access. As shown inFigure 3.5, 13 ofthe 14 subsidized developments are located in areas where Asian residents comprise more than 50 percent of the population. However, this does not indicate that the City’s affordable housing inventory is disproportionately concentrated in minority neighborhoods because Asians represent the majority of the City’s total population and many areas(Census block groups)across Cupertino are characterized by a majority Asian population. 44 506 DRAFT 1/9/2012 Table 3.25: Inventory of Affordable Rental Housing Units Number of Household IncomeEarliest Affordable DevelopmentsAffordable UnitsVery Low or LowModerateTermination Date Sunnyview West 10010005/31/2004 22449 Cupertino Rd. Stevens Creek Village 404006/30/2035 19140 Stevens Creek Blvd. LeBeaulieu Apartments 272709/12/2015 10092 Bianchi Way WVCS Transitional Housing 4407/14/2026 10311-10321 Greenwood Ct. Beardon Drive 88011/22/2024 10192-10194 Beardon Dr. Vista Village 2424011/29/2056 10114 Vista Drive TOTAL2032030 Group Homes Adult Toward Independent Living 8 personsN/A 19147 Anne Ln. Pacific Autism Center for Education 12 persons6/25/2025 19681 Drake Dr. 7576 Kirwin Ln Maitri Transitional Housing 16 personsN/A Below Market Rate (BMR) Rental Units Biltmore Apartments 2206/30/2029 10159 South Blaney Ave. City Center Apartments 4407/8/2026 20380 Stevens Creek Blvd. The Hamptons 3434010/20/2027 19500 Pruneridge Ave. Arioso Apartments 202001/29/2028 19608 Pruneridge Ave. Forge-Homestead Apartments 151501/16/2027 20691 Forge Way Aviare Apartments 222207/8/2026 20415 Via Paviso Chateau Cupertino 101003/1/2010 10150 Torre Ave. Markham Apartments (formerly Villa Serra) 171703/2/2108 20800 W Homestead Rd. TOTAL1241240 Source: City of Cupertino, 2010; BAE, 2010 45 507 DRAFT 1/9/2012 Inventory of Facilities and Services for Special NeedsPopulations Individuals with special needs, including the elderly or persons with physical or mental disabilities, need access to suitable housing in their communities. This segment of the population often needs affordable housing that is located near public transportation, services, and shopping. Persons with disabilities may require units equipped with wheelchair accessibility or other special features that accommodate physical or sensory limitations. Depending on the severity of the disability and support program regulations and reimbursement levels, people may live independently with some assistance in their own homes, or may live in assisted living or other special care facilities. Table 3.26shows the number and capacity of licensed community care facilities in the County by jurisdiction while Figure 3.6shows the location of these facilities. These licensed facilities are defined by the California Department of Social Services, Community Care Licensing Division: Adult Residential Facilities (ARF) provide 24-hour non-medical care for adults ages 18 years through 59 years old, who are unable to provide for their own daily needs. ARFs include board andcare homes for adults with developmental disabilities and mental illnesses. Residential Care Facilities for the Elderly (RCFE) provide care, supervision, and assistance with daily living activities, such as bathing and grooming. Group Homes provide 24-hour non-medical care and supervision to children. Services include social, psychological, and behavioral programs for troubled youth. Small Family Homes (SFH) provide 24-hour care in the licensee’s family residence for six or fewer children who require special supervision as a result of a mental or developmental disability or physical handicap. As shown in Table 3.26, there are 715 licensed care facilities with capacity to accommodate approximately 11,400 individuals within the Santa Clara County.The City of Cupertino has 10 facilities housing 985 individuals. This includes six RCFEs, two ARFs, and two group homes. 47 509 DRAFT 1/9/2012 Table 3.26: Licensed Community Care Facilities, 2009 CupertinoSanta Clara County Facility TypeFacilitiesBedsFacilitiesBeds Adult Residential (a)2122832,178 Residential Care for the Elderly (b)69613718,677 Group Homes (c)21257535 Small Family Home (d)--422 Total1098571511,412 Notes: (a) Adult Residential Facilities provide 24-hour non-medical car (b) Residential Care Facilities for the Elderly provide care, su (c) Group homes provide non-medical care and supervision to chil (d) Small Family Homes provide twenty-four hour care in the lice special care and supervision due to mental or developmental disa Sources: California Community Care Licensing Division, 2009; BAE Similar to Cupertino’s subsidized housing inventory, many of the licensed community care facilities in the City are located in areas where Asian residents comprise the majority of the population.Figure 3.6shows that eight of the 10 care facilities are located in majority Asian areas. This does not, however, indicate a concentration of care facilities in minority neighborhoods because Asian residents represent over 50 percent of the total citywide population. 48 510 DRAFT 1/9/2012 In addition to the residential care facilities described above, there are a wide variety of programs to assist special needs populations, homeless individuals and families, and individuals and families threatened with homelessness. Many programs target specific groups such as youth, veterans, or persons with HIV/AIDS. Appendix E provides a complete inventory of services for special needs and homeless populations in Santa Clara County. 3.5Existing Fair Housing Services There are a number of fair housing agencies that serve Santa Clara County including: Asian Law Alliance ECHO Housing Housing First Law Foundation of Silicon Valley/Fair Housing Law Project Legal Aid of Santa Clara County Project Sentinel Senior Adults Legal Assistance (SALA) Since 2006, Eden Council for Hope and Opportunity (ECHO)has been Cupertino’sfair housing services provider.Chapter6 of this AI provides more detailed information about fair housing activities in the City of Cupertinoand Santa Clara County. 3.6Linkages between Housing and Employment Centers Impediments to fair housing choice may exist when poor linkages exist between the locations of major employers and affordable housing. Under these conditions, persons who depend on public transportation, such as lower-income households, seniors, and disabled persons, would be more limited in their housing options. As such, affordable housing developments and community care facilities should be located in transit accessible areas. Access to Employment and Job Centers The distance between jobs and housing and the availability of transit affects people’s ability to find and hold jobs. Table 3.27provides a list of the largest private sector employers in Santa Clara County, while Figure 3.7indicates their locations. Many of the County’s largest employers are located in San José, Santa Clara, and Sunnyvale. Two of the largest employers are located in the City of Cupertino. Importantly, 21 of the County’s 26 largest employers are within one-quarter mile of a transit station or bus stop, facilitating access to households who rely on public transit to get to 20 work.Countywide employment data is presented here to reflect the fact that the many Cupertino 20 Based on GIS analysis of employer locations and transit network. 50 512 DRAFT 1/9/2012 residents hold jobs outside the City. Cupertino, in additionto being one of the major job centers, is located within close proximity (within 15 miles) of other major job centers in the county. Two major freeways run through Cupertino, connecting the City to other employment centers in the region. These include Interstate 280 and Highway 85. In addition, several local bus routesprovided by the Santa Clara Valley Transportation Authority (VTA) serve the major arterials that traverse the City. Job skills and level of education can also affect a person’s ability to obtain employment, particularly for the higher wage jobs in the information and technology sections. Persons who are unemployed, and in particular lower income persons who do not have post secondary degrees or are unskilled for higher wage jobs, may face challenges in finding work. In North Santa Clara County, the North Valley Job Training Consortium (NOVA), which is a nonprofit, federally funded employment and training agency,provides workforce development services. NOVA collaborateswith local businesses, educators,and job seekers to build the knowledgeand skills neededto address the workforce needs of Silicon Valley. NOVA is directed by the NOVA Workforce Board which works on behalf of a seven-city consortium composed of the cities of Cupertino, Los Altos,Milpitas, Mountain View,Palo Alto,Santa Clara,and Sunnyvale.Though the majority of job seekers served through NOVA are laid off workers affected by the downsizing or closure of their companies, NOVA also helps lower income job seekers with special needs, such as homeless veterans, disabled workers, welfare recipients, and teen parents. 51 513 DRAFT 1/9/2012 Table 3.27: Major Employers in Santa Clara County, 2009 Number of Employer NameLocationIndustryEmployees (a) Cisco Systems, Inc.San Jose Computer Peripherals Mfg.10,000+ Applied Materials, Inc.Santa Clara Semiconductor Mfg Equipment Wholesale5,000-9,999 Avago Technologies Ltd.San Jose Exporters (Wholesale)5,000-9,999 Fujitsu IT Holdings Inc, InternationalSunnyvale Computers- Wholesale5,000-9,999 Intel Corp.Santa Clara Semiconductor- Devices (Mfg.) 5,000-9,999 Valley Medical CenterSan Jose Hospitals5,000-9,999 Flextronics InternationalMilpitas Solar Energy Equipment- Mfg.5,000-9,999 GoogleMountain View Information5,000-9,999 Advanced Micro Devices, Inc.Sunnyvale Semiconductors and Related Devices Mfg.1,000 -4,999 Apple Inc.Cupertino Computers- Electronics Mfg.1,000 -4,999 California's Great AmericaSanta Clara Amusement and Theme Parks1,000 -4,999 Christopher Ranch, LLCGilroy Garlic (Mfg.)1,000 -4,999 E4ESanta Clara Venture Capital Companies1,000 -4,999 El Camino HospitalMountain View Hospitals1,000 -4,999 Fujitsu Ltd.Sunnyvale Venture Capital Companies1,000 -4,999 Goldsmith Plants, Inc.Gilroy Florists- Retail1,000 -4,999 Hewlett-PackardCupertino Computer and Equipment Dealers1,000 -4,999 Hewlett Packard Co.Palo Alto Venture Capital Companies1,000 -4,999 HP Pavilion at San JoseSan Jose Stadiums, Arenas, and Sports Fields1,000 -4,999 Kaiser Permanente Medical CenterSan Jose Hospitals1,000 -4,999 Microsoft CorpMountain View Computer Software- Mfg.1,000 -4,999 National Semiconductor CorpSanta Clara Semiconductors and Related Devices Mfg.1,000 -4,999 Net App Inc.Sunnyvale Computer Storage Devices- Mfg.1,000 -4,999 Nortel NetworksSanta Clara Marketing Programs and Services1,000 -4,999 Santa Teresa Community HospitalSan Jose Hospitals1,000 -4,999 VA Palo Alto HealthcarePalo Alto Hospitals1,000 -4,999 Note: (a) These companies are ranked by employment size category; no e Development Department. Sources: California Employment Development Department, 2nd Editi 52 514 DRAFT 1/9/2012 Major Job Centers The Association of Bay Area Governments estimatesthere are approximately 906,270 jobs in Santa Clara Countyin 2010. Consistent with information on the County’s largest employers, San José, Santa Clara, and Sunnyvale comprise the three largest job centers in 2010. San José accounted for 41 percent of all employment countywide, while Santa Clara and Sunnyvale contained 12 percent and nine percent of jobs, respectively. These three cities are expected to remain the top three job centers in the County through 2035.Cupertino has an estimated 31,800 jobs in 2010, accounting for approximately four percent of countywide jobs. ABAG projectsthat employment in Santa Clara County willincrease by 56 percent to 1.4 million jobsbetween 2010 and 2035. Cupertino is expected to experience moderate job growth relative to the County. ABAG projects the City’s employment base will grow by 18 percent, to 37,600 jobs in 2035. Although ABAG released its projections data in the summer of 2009, and made some adjustments for the economicrecession, job growth may fall short of the projections in the near future due to the current economic climate. Table 3.28: ABAG Job Projections, Santa Clara County, 2005-2035 % Change 201020152020202520302035'10-'35 Cupertino31,78032,55033,34034,26035,88037,62018.4% Gilroy17,85018,71019,65021,55023,88026,35047.6% Mountain View51,99052,51053,65058,89065,31072,47039.4% Palo Alto76,48076,74077,01078,55080,32082,1607.4% San Jose369,500425,100493,060562,350633,700708,98091.9% Santa Clara106,750111,560118,100127,080140,050153,94044.2% Sunnyvale77,89081,46085,20092,650101,320109,90041.1% Urban County Campbell22,91023,88025,10026,49027,49028,90026.1% Los Altos10,54010,82011,13011,43011,73011,95013.4% Los Altos Hills1,9001,9101,9201,9401,9501,9703.7% Los Gatos18,90019,02019,51020,25020,99021,80015.3% Monte Sereno42044048052055059040.5% Morgan Hill13,52015,45017,39019,81022,22024,64082.2% Saratoga7,0707,1207,2207,3207,4207,4805.8% Unincorporated County50,40053,59056,67059,69062,62064,71028.4% Urban County Total125,660132,230139,420147,450154,970162,04029.0% Santa Clara County Total906,270981,2301,071,9801,177,5201,292,4901,412,62055.9% Sources: ABAG Projections, 2009; BAE, 2010. Public Transit Several transit systems provide rail and bus service within Santa Clara County, as discussed below. Valley Transportation Authority (VTA). The VTA provides bus and light rail service throughout the County. This service includes 75 bus routes, three light rail lines, with total 21 boardings of 34.5 million and 10.8 million, respectively, in Fiscal Year 2009.While there are 21 http://www.vta.org/services/vta_ridership.html 54 516 DRAFT 1/9/2012 no light rail stations in the City of Cupertino, bus routes in the City provide service to nearby stationsin San Jose.The VTA also offers specialized accessible paratransit services to those eligible, as specified in the Americans with Disabilities Act. (Appendix 49 CFR37.123). VTA's Paratransit Program is operated under contract with Outreach, a private, non-profit paratransit broker. Caltrain. Caltrainoperates rail service between San Francisco and San Jose, with weekday commute-hour service to Gilroy. The line has 32 stations spanning Santa Clara, San Mateo, and San Francisco Counties, half of which are in Santa Clara County.Caltrain has 98 daily trains, and approximately 39,100 boardings annually.There are no Caltrain stations in the City of Cupertino. The closest station is located in Sunnyvale. Figure 3.8illustrates the public transit routes in the City.Cupertino’s inventory of subsidized housing is relatively well-connected to public transportation. Approximately 93 percent of subsidized housing facilities in the City are within a quarter-mile of a transit station or bus stop. Four of the ten licensed community care facilities within Cupertino are located within a quarter- mile of public transportation. 55 517 DRAFT 1/9/2012 4Fair HousingProcesses and Trends This section outlines the federal fair housing complaint process and provides data on the number of fair housing complaints filed from HUD’s Office of Fair Housing and Equal Opportunity (FHEO). It should be noted that complaints filed with HUD will automatically be filed with the California Department of Fair Employment and Housing (DFEH) as well. In most cases, HUD will send the complaint to the State DFEH for investigation as part of a contractual agreement between the two agencies. Similarly, if a complaint is filed with the State DFEH and is jurisdictional with HUD, it will be filed at the federal agency as well. In addition to filing complaints directly with FHEO and the State DFEH, individuals may also file fair housing complaints with local fair housing service providers such as ECHOor the Asian Law Alliance. 4.1Fair Housing Complaint Process Federal Complaint Process Fair housing rights are protected under the Fair Housing Act of 1968. Individuals may file complaints about violations with HUD or local fair housing providers through the following 22 process: Intake. Any entity, including individuals and community groups, can file fair housing complaints at no cost by telephone, mail, or via the internet. An intake specialist will interview the complainant, usually by telephone, and determine whether the matter is jurisdictional. Filing . Ifthe local fair housing provider orHUD accepts the complaint for investigation, the investigator will draft a formal complaint and provide it to the complainant, typically by mail. The complainant must sign and return the form to HUD. HUD will then send the complaint to the respondent, who must submit an answer to HUD within 10 days. Investigation. As part of the investigation, the local provider or HUD will interview the complainant, the respondent, and pertinent witnesses, as well as collect relevant documents and conduct onsite visits when appropriate. Local providers refer some cases that warrant federal scrutiny to HUD. For these types of cases, HUD has the authority to take depositions, issue subpoenas,conduct interrogations, and compel 22 U.S. Department of Housing and Urban Development, HUD’s Title VIII Fair Housing Complaint Process, http://www.hud.gov/offices/fheo/complaint-process.cfm 57 519 DRAFT 1/9/2012 testimony orthe submittal ofdocuments.Local fair housing providers may take the same course of action by filing injunctions or similar complaints first with the courts. Conciliation. The Fair Housing Act requires HUD to bring the parties together to attempt conciliation. The choice to conciliate the complaint is voluntary on the part of both parties. If a conciliation agreement is signed, HUD will end its investigation. Local providers also implement this process as a means to settle cases. No Cause Determination. If HUD’s or the fair housing provider’s investigation finds no reasonable cause to believe that housing discrimination has occurred or is about to occur, HUD will issue a determination of no reasonable cause and close the case. Complainants who disagree with the decision may request reconsideration. If complainants disagree with HUD’s no cause determination in the reconsideration, the complainant can file a civil court action in the appropriate U.S. district court. Cause Determination and Charge. If the investigation finds reasonable cause to believe that discrimination has occurred or is about to occur, HUD will issue a determination of reasonable cause and charge the respondent with violating the law. A HUD Administrative Law Judge will then hear the case unless either party elects to have the case heard in federal civil court.Local fair housing providers may directly file their complaints in civil court. Hearing in a U.S. District Court. For federal cases filed by HUD or the local housing providers, the Department of Justice will commence a civil action on behalf of the complainant in U.S. District Court. If the court finds that a discriminatory housing practice has or is about to occur, the court can award actual and punitive damages as well as attorney fees. Hearing before a HUD ALJ(For cases referred directly to HUD). If neither party elects to go to federalcourt, a HUD ALJ will hear the case. An attorney from HUD will represent the complainant before the ALJ. The ALJ will decide the case an issue an initial decision. Either party may petition the initial decision to the Secretary of HUD for review. 4.2FairHousing Complaints Office of Fair Housing and Equal Opportunity Table 4.1summarizes fair housing complaint data obtained from HUD’s Office of Fair Housing and Equal Opportunity (FHEO). Between 2004 and 2008, a total of 32 to 80complaints were filed annually inSanta Clara County, with 52 reported through August 30, 2009. During the same time period, a total of ninefair housing complaints were filed in the City of Cupertino, accounting for approximately threepercent of all complaints filed in the County during the same time period. This share of total complaints is consistent with the City’s share of the countywide population, which also stands at three percent. Between onecomplaintand three 58 520 DRAFT 1/9/2012 complaints were filed annuallyin Cupertino. Table 4.1:Fair Housing Complaints, 2004-YTD 2009 Year YTDTotal 200420052006200720082009 (a)Complaints Cupertino1301229 Santa Clara County325171608054348 Notes: (a) YTD 2009 data is current through August 30, 2009. Sources: The Department of Fair Housing and Equal Opportunity, H August 2009; BAE, 2009. Table 4.2provides data on the bases of the fair housing complaints filed in Cupertino. As shown, disabilitywas the most common basis for complaint in the City, accounting for 78 percent of all bases between 2004 and 2009. During this time period, there was one complaint eachbased on national origin and familial status.It should be noted that one housing complaint may include several bases for complaint. Table 4.2: Fair Housing Complaints by Bases, Cupertino, 2004-YTD 2009 Year YTDTotal Bases forPercent Basis200420052006200720082009 (a)Complaints (b)of Total Race00000000.0% Color00000000.0% National Origin100000111.1% Sex00000000.0% Disability030121777.8% Religion00000000.0% Familial Status000001111.1% Retaliation00000000.0% Total1301229100.0% Notes: (a) YTD 2009 data is current through August 30, 2009. (b) "Total Bases for Complaint" may not match total complaints f may contain several bases for complaint. Sources: The Department of Fair Housing and Equal Opportunity, H August 2009; BAE, 2009. As shown in Table 4.3, approximately 78percent of the complaints filed in Cupertinobetween 2004 and August 2009 were found to not have probable cause for fair housing violation. The remaining 22 percent of cases were conciliated or resolved. 59 521 DRAFT 1/9/2012 Table 4.3: Fair Housing Complaints by Resolution, Cupertino, 2004-YTD 2009 Year YTDTotalPercent Basis200420052006200720082009 (a)Complaintsof Total 0.0% Admin Closure0000000 22.2% Conciliated or Resolved0000112 77.8% No Cause1301117 0.0% Cause0000000 0.0% Referred and Closed by DOJ0000000 Total1301229100.0% Notes: (a) YTD 2009 data is current through August 30, 2009. Sources: The Department of Fair Housing and Equal Opportunity, H August 2009; BAE, 2009. ECHO Housing Many fair housing cases are reported to local fair housing organizations, rather than the FHEO. ECHO Housing, Cupertino’s primary fair housing service provider, reports that the types of discrimination exhibited in the City of Cupertino are similar to discrimination experienced across the Bay Area. In general, the three most common cases of discrimination are based on 23 race, disability, and familial status.As discussed above, disability and familial status were among the most common bases for fair housing complaints filed in Cupertino. Table 4.4 summarizes the local fair housing complaints processed by ECHO Housing between FY 2005 and 2010. A total of 70 complaints were investigated during this time period. Approximately 33 percent of cases were based on race discrimination, while 30 percent were based on physical disability and 16 percent on familial status. The majority of fair housing complaints (57 percent) processed by ECHO were found to have no evidence of discrimination. Investigations in seven cases found evidence of differential treatment. In addition, five cases were referred to an attorney, HUD FHEO or the State DFEH. Table 4.4: Local Fair Housing Complaints, Cupertino, FY2005-2010 Client Referred Declines to Counseled/ Differential Inconclusive No to Atty/ Percent of PursueAssistedTreatmentEvidenceEvidencePendingDFEH/ HUDTOTALTotal 11.4% Age0000010 00.0% Arbitrary0000000 1115.7% Familial Status0022502 11.4% Gender0000001 811.4% Mental Disability0200411 00.0% National Origin0000000 2130.0% Physical Disability21141201 2332.9% Race10431410 00.0% Religion0000000 11.4% Sexual Orientation0000100 45.7% Source of Income0000400 TOTAL3379403570100.0% Percent of Total4.3%4.3%10.0%12.9%57.1%4.3%7.1%100.0% Sources: ECHO, 2010; BAE, 2010. 23 Rocha, Marjorie, Executive Director, ECHO Housing. Phone interview with BAE, August 3, 2010. 60 522 DRAFT 1/9/2012 4.3Fair Housing Testing Fair housing complaint data indicates that housing discrimination continues despite the presence of state and federal fair housing laws. In an effort to document the occurrence of discriminatory practices, ECHO Housing conducts annual fair housing audits in Cupertino and other Bay Area communities. Audits test compliance with fair housing laws by using trained testers to pose as bona fide home seekers and report their experiences with respect to quality, quantity, and content of services that were offered to them by a rental agency. The testers are chosen to have similar profiles but vary by protected class. Each year, ECHO Housing’s audit tests discrimination against a different protected class. Race Discrimination ECHO Housing’s FY 2007-2008 audit focused on race discrimination and tested 111 properties in Santa Clara, Alameda and San Mateo county cities, including six properties in the City of Cupertino. The audit matched Black and White female testers who posed as married and looking for a home for them and their spouse. Of the 111 tests, 29 percent revealed discriminatory practicestowards the minority tester. Although the City of Cupertino’s sample size was relatively small, it is still worth noting that the City had a lower percentage than the study as whole, with 17 percent of the properties tested exhibiting differential treatment. None of the testers in the entire study reported that a rental agent said anything explicitly discriminatory to her. However, minority testers were treated less favorably by some rental agents. For example, in some tests, only the majority tester received a follow-up phone call or thank you card regarding her visit. In other cases, majority and minoritytesters were shown different units or provided different information about the units. Eleven of the 111 tests showed that different terms and conditions were presented to testers in the form of the amount of security deposit or rent. One minority testerwas quoted $650 more for a security deposit while 24 another tester was told that rent would be $500 higher than the rent told to the majority tester. Source of Income Discrimination ECHO Housing’sFY 2008-2009 audit focused on discrimination based on source of income. This audit tested 86 properties, including six properties in Cupertino. The minority tester in this audit posed as a single woman receiving financial aid and working part time at a campus bookstore while the majority tester posed as a single woman working full time as a sales associate. In 22 percent of cases, there was evidence of differential treatment based on source of income. For the City of Cupertino, 17 percent of the properties tested exhibited differential treatment. The types of discriminatory practices exhibited included different rental terms and conditions or different treatment and information. The audit found numerous cases where the minority tester was not told about additional units and the majority tester was. Otherexamples of different treatment included only the majority tester receiving a follow-up phone call and a minority 24 ECHO Housing, “Fair Housing Audit Report, Fiscal Year 2007-2008.” 61 523 DRAFT 1/9/2012 tester not being offered an application when the majority tester was given one. Ten of the tests found different rental terms and conditions, often in the form of the amount quoted for rent deposit. In two separate cases, minority testers were quoted $100 and $350 more for a deposit. Other examples of different terms include higher rents and a month-to-month rental option not 25 being availableto the minority tester. Fair Housing Testing Follow Up As a follow-up to their audits, ECHO Housing conducts an educational campaign directed to housing providers involved. ECHO contacts each of the owners of the properties involved in the audit and provides a report on the performance of their agents. Owners and managers are encouraged to meet with ECHO’s fair housing counselors to discuss findingsat their property, and when necessary, suggest possible changes that could be made to their rental policies and practices in compliance with federal and state fair housing laws. ECHO also encourages owners and managers to schedule a training session, which is offered at no charge. 25 ECHO Housing, “Fair Housing Audit Report, Fiscal year 2008-2009.” 62 524 DRAFT 1/9/2012 5Identification of Impediments to Fair Housing Choice To document potential impediments to fair housing, interviews were conducted with local fair housing organizations such as Project Sentinel and the Law Foundation of Silicon Valley’s Fair Housing Law Project. Local service providers and community members also provided input on housing needs at a series of four workshops. In addition, the City’s Housing Element was 26 reviewed for a discussion on each item below. 5.1Public Sector Government regulations can affect housing availability and costs by limiting the supply of buildable land, setting standards and allowable densities for development, and exacting development fees. Publicly imposed constraints on housing supply can subsequently lead to fair housing concerns, as particular segments of the population lose access to affordable homes. This section examines these public sector constraints in more detail to evaluate their impact on fair housing choice in the City. Local Land Use Controls and Regulations Zoning Ordinance Restrictions. The Cupertino Zoning Ordinance establishes development standards and densities for new housing in the City. These regulations include minimum lot sizes, maximum number of dwelling units per acre, lot width, setbacks, lot coverage, maximum building height, and minimum parking requirements. As required by state law, Cupertino’s Zoning Map is consistent with the General Plan. The Zoning Ordinance has six residential zoning districts which allow for the construction of single-family, duplex, multi-family, and mixed-use development. Second Unit Regulations. Second units, also known as accessory dwelling units (ADUs) are self-contained apartments with a kitchen, bathroom, and sleeping facilities that are attached to a single-family residence or located on the same property as the principal residence. Due to their smaller sizes, second units may provide affordable housing opportunities for lower-income households, seniors, and/or disabled individuals. Local land use regulations that constrain the development of second units may therefore have anegative impact on housing for special needs populations. State law requires local jurisdictions to either adopt ordinances that establish the conditions under which second units will be permitted or to follow the State law provisions governing second units (Government Code, Section 65852.2). Cities typically establish regulations governing the size, location, and parking of second units. No local jurisdiction can adopt an ordinance that totally precludes the development of second units unless the ordinance contains 26 Per State law, California jurisdictions must prepare a Housing Element every five to seven years to analyze local housing needs, and provide strategies and actions to address these needs. Housing Elements are discussed in more detail subsequently in thissection. 63 525 DRAFT 1/9/2012 findings acknowledging that allowing second units may limit housing opportunities of the region and result in adverse impacts on public health, safety, and welfare. Furthermore, AB 1866 amended the State’s second unit law in 2003, requiring jurisdictions to use a ministerial, rather than discretionary process, for approving second units. In compliance with State law, the City of Cupertino allows for second dwelling units in four zoning districts. Regulations Governing Emergency Shelters and Transitional Housing. Local land use controls can constrain the availability of emergency shelters and transitional housing for homeless individuals and shelters if these uses are not permitted in any zoning district or if additional discretionary permits are required for their approval. SB2, a state law that became effective on January 1, 2008, sought to address this potential constraint by strengthening planning requirements around emergency shelters and transitional housing. The law requires all jurisdictions to identify a zone where emergency shelters are permitted by right without a conditional use permit or other discretionary permit. In addition, transitional and permanent supportive housing must be considered a residential use and only be subjected to restrictions 27 that apply to other residential uses of the same type in the same zone. Cupertino’s Zoning Ordinance allows for “rotating homeless shelters” in the Quasi Public Building (BQ) zone. Rotating homeless shelters are permitted within existing church structures in the BQ for up to 25 occupants. The operation period of rotating shelters cannot exceed two months in any one year span at a single location. The Ordinance does not, however, permit or conditionally permit permanent homeless shelters in any zone. In order to comply with State law, the City amended itsthe Zoning Ordinance to allow a permanent homeless shelter by right in the BQ zoning district. Pursuant to State law, the City also amendedits Zoning Ordinance to allow transitional and permanent supportive housing in residential zones and treat similar to other residential uses. Regulations for Community Care Facilities. Local zoning ordinances also may affect the availability of housing for persons for community care facilities serving special needs populations. In particular, zoning ordinances often include provisions regulating community care facilities and outlining processes for reasonable accommodation. The Lanterman Developmental Disabilities Services Act requires local jurisdictions to treat licensed group homes and residential care facilities with six or fewer residents no differently than other permitted single-family housing uses. Cities must allow these licensed residential care facilities in any area zoned for residential use and may not require conditional use permits or other additional discretionary permits. Consistent with State law, the City’s Zoning Ordinance permits licensed residential care facilities for six or fewer residents by right in all residential districts. Licensed small group 27 California Department of Housing and Community Development, Memorandum: Senate Bill 2 – Legislation Effective January 1, 2008: Local Planning and Approval for Emergency Shelters and Transitional and Supportive Housing, May 7, 2008. http://www.hcd.ca.gov/hpd/housing_element2/SB2memo071708_final.pdf 64 526 DRAFT 1/9/2012 homes are not subject to special development requirements, policies, or procedures which would impede such uses from locating in a residential district. Furthermore, small group homes which are not required to obtain a license and large group homes (with more than six residents) are conditionally permitted uses in all residential districts. Reasonable Accommodation Policies. Both the federal Fair Housing Act and the California Fair Employment and Housing Act impose an affirmative duty on cities and counties to make reasonable accommodations in their zoning and land use policies when such accommodations are necessary to provide equal access to housing for persons with disabilities. Reasonable accommodations refer to modifications or exemptions to particular policies that facilitate equal access to housing. Examples include exemptions to setbacks for wheelchair access structures or reductions to parking requirements. Many jurisdictions do not have a specific process specifically designed for people with disabilities to make a reasonable accommodations request. Rather, local governments provide disabled residents relief from the strict terms of their zoning ordinances through existing variance or Conditional Use Permit processes. In May 15, 2001 letter, the California Attorney General recommended that cities adopt formal procedures for handling reasonable accommodations requests. While addressing reasonable accommodations requests through variances and conditional use permits does not violate fair housing laws, it does increase the risk of wrongfully denying a disabled applicant’s request for relief and incurring liability for monetary damages and penalties. Furthermore, reliance on variances and use permits mayencourage, in some circumstances, community opposition to projects involving much needed housing for persons with disabilities. For these reasons, the Attorney General encouraged jurisdictions to amend their zoning ordinances to include a written procedure for handling reasonable accommodations requests.In accordance with a policy contained in Cupertino’s Housing Element, the Cityformally adopted a reasonable accommodation policy in 2010. Definition of Family. A jurisdiction’s zoning ordinance can constrain access to housing if it contains a restrictive definition of a family. For example, a definition of family that limits the number of persons and differentiates between related and unrelated individuals living together can be used to discriminateagainst nontraditional families and illegally limit the development and siting of group homes for individuals with disabilities. California court cases (City of Santa Barbara v. Adamson, 1980 and City of Chula Vista v. Pagard, 1981) have ruled a zoning ordinance invalid if it defines a “family” as (a) an individual; (b) two or more persons related by blood, marriage, or adoption; or (c) a group of not more than a specific number of unrelated persons as a single housekeeping unit. The rulings established that defining a family in a manner that distinguishes between blood-related and non-blood related individuals does not serve any legitimate or useful objective or purpose recognized under zoning or land use planning powers of a jurisdiction, and therefore violates privacy rights under the California Constitution. 65 527 DRAFT 1/9/2012 Cupertino’s Municipal Code defines a family as “an individual or group of persons living together who constitute a bona fide single housekeeping unit in a dwelling unit.” The definition also specifies that family “shall not be construed to include a fraternity, sorority, club, or other 28 group of persons occupying a hotel, lodging house, or institution of any kind.” Because the City’s definition of family allows for unrelated persons to live together within this definition, the City’s zoning ordinance is consistent with current regulations governing fair housing and familial status. Parking Requirements. Parking requirements may serve as a constraint on housing development by increasing development costs and reducing the amount of land available for project amenities or additional units. Developers may be deterred from building new housing in jurisdictions with particularly high parking ratios due to the added costs associated with such requirements. Cupertino’s parking requirements are higher than many other jurisdictions, particularly for single-family homes. The City does allow for shared parking in mixed-use developments. In addition, the Planning Commission or City Council may allow further reductions in the parking requirement as part of a use permit development plan or parking exception based on shared parking arrangements, parking surveys, and parking demand management measures. Nevertheless, the City’s Housing Element includes a Program to grant parking reductions on a case-by-case basis for senior housing, group homes, affordable housing, transit oriented developments, and other appropriate projects. Permit and Development Impact Fees Like cities throughout California, most jurisdictions in the County collect permit and development impact fees to recover the capital costs of providing community services and the administrative costs associated withprocessing applications. New housing typically requires payment of school impact fees, sewer and water connection fees, building permit fees, wastewater treatment plant fees, and a variety of handling and service charges. Typical fees collected in the City are outlined below in Table 5.1. One local developer indicated that impact fees collected in the City of Cupertino are similar to those assessed in other jurisdictions. 28 City of Cupertino Municipal Code, Chapter19.08.030. 66 528 DRAFT 1/9/2012 Table5.1: Fees and Exactions Single-Multi- Fee AmountFamily (a)Townhouse (b)Family (c) Sanitary Connection Permit (d)$77.50 $78$78$78 Water Main Existing Facilities Fee (e)$4,704 (1 inch service) + permit fee of $6,894$6,894$2,280 $2,190 Off-Site Storm Drainage Fee$1,290 per acre (SF)$160$160$90 $926 / acre + $70 / unit (MF) Parcel Map (1-4 lots)$3,638N/AN/AN/A Tract Map (> 4 lots)$7,553$755$755N/A Park Impact Fee$15,750$9,000$8,100 Single Family$15,750 Small Lot Single Family (5-20 dua)$9,000 High Density (20+ dua)$8,100 Housing Mitigation In-Lieu Fee$2.58 / Sq. Ft.$5,160$4,130$4,050 Cupertino Union School District Fee$1.782 / Sq. Ft.$3,564$2,851$2,495 Fremont Union High School District Fee$1.19 / Sq. Ft.$2,380$1,904$1,666 Plan Check and Inspection$560$560$560$560 Building Permit Fee$4,055$3,735$662 Apartment Bldgs. (Base Size 40,000 Sq. Ft.)$25,048 + $21.00 for every 100 Sq. Ft. Dwellings -- Production Phase (Base Size 1,000 Sq. Ft.)$3,254 + $80.13 for every 100 Sq. Ft. Mechanical$160$128$98 Single-Family and Duplexes$0.08 / Sq. Ft. Multifamily$0.07 / Sq. Ft. Electric$160$128$98 Single-Family and Duplexes$0.08 / Sq. Ft. Multifamily$0.07 / Sq. Ft. Plumbing$160$128$98 Single-Family and Duplexes$0.08 / Sq. Ft. Multifamily$0.07 / Sq. Ft. TOTAL$39,836$30,451$20,275 Notes: (a) Fees estimated for a 2,000 square foot, 3 bedroom home in a (b) Fees estimated for a 1,600 square foot, 2 bedroom townhouse (c) Fees estimated for a 1,400 square foot, 2 bedroom apartment (d) Average of fees charged in the four Cupertino Sanitary Distr (e) Connection fee for San Jose Water, which serves the largest Sources: City of Cupertino, 2009; San Jose Water, 2009; Cupertin On-and Off-Site Improvements Residential developers are responsible for constructing road, water, sewer, and storm drainage improvements on new housing sites. Where a project has off-site impacts, such as increased runoff or added congestion at a nearby intersection, additional developer expensesmay be necessary to mitigate impacts. Chapter 18 of the Cupertino Municipal Code (the Subdivision Ordinance) establishes the requirements for new subdivisions, including the provision of on- and off-site improvements. The City’s Housing Element Update contains an analysis of the improvements requirements and found that Cupertino’s site improvement requirements for new subdivisions are consistent with those in surrounding jurisdictions and do not pose a significant constraint to new housing development. Article XXXIV of the California Constitution Article XXXIV of the California Constitution requires approval of the voters before any "low rent housing project" can be "developed, constructed, or acquired" by any "state public body." Article 34 applies not only to publicly-owned low-income rental projects, but also to low- income rental projects developed by private persons and non-profit entities using certain types 67 529 DRAFT 1/9/2012 of public financial assistance. Most jurisdictions seek voter approval for a specified number or percentage of units, rather than on a project-by by-project basis. Exclusions to Article 34 include privately-owned, non-exempt, lower-income developments with no more than 49 percent of the units reserved for lower-income households, and reconstruction of previously existing lower-income units. In Santa Clara County, Measure A, passed in the November 1998 ballot, authorizes under Article XXXIV of the California Constitution the development, acquisition or construction of low rent housing units in annual amounts equal to 1/10 of one percent of the total number of existing housing units within the municipalities and urban service areas of the County of Santa Clara as of the 1990 census. The total number of units authorized each calendar year would be approximately 540. These units would be for persons and families of low income, including elderly or disabled persons. If the total annual allocation is not exhausted in any given year, the remaining number of units would be carried over and added to the number allowed in future years. Housing Element The Housing Element is one of seven state-mandated elements of a jurisdiction’s general plan and establishes a comprehensive, long-term plan to address housing needs. Updated every five to seven years, the Housing Element is a jurisdiction’s primary policy document regarding the development, rehabilitation, and preservation of housing for all economic segments of the population. Per State Housing Element law, the document must: Outline a community’s housing production objectives; List policies and implementation programs to achieve local housing goals; Examine the need for housing resources in a community, focusing in particular on special needs populations; Identify adequate sites for the production of housing serving various income levels; Analyze the potential constraints to production; and Evaluate the Housing Element for consistency with other components of the General Plan. One of the major requirements of a Housing Element is that the document demonstrates the city has a sufficient amount of vacant or underutilized residential land zoned at appropriate densities to accommodate the community’s Regional Housing Needs Allocation (RHNA) for all income groups. The State Department of Housing and Community Development (HCD) and the Association of Bay Area Governments (ABAG) determine the RHNA for the nine county Bay Area, which includes Santa Clara County. If a jurisdiction fails to identify adequate sites to accommodate its RHNA, it risks having a Housing Element that is deemed to be out of compliance with State law by HCD. The lack of planning for housing and the repercussions associated with not having a certified Housing Element could constrain market-rate and affordable housing development, and thereby contribute to a fair housing concern. The City of Cupertino hasa certifiedHousing Element Update for the 2007-2014 planning period. 68 530 DRAFT 1/9/2012 Inclusionary Housing The City’s Housing Mitigation plan requires all new residential developers to either provide below market rate (BMR) units or pay a mitigation fee, which is placed in the City’s Affordable Housing Trust Fund. The Housing Mitigation plan is based on a nexus study prepared by the City that demonstrated that all new developments, including market-rate residential developments, create a need for affordable housing. Under this program, developers of for-sale housing where units may be sold individually must sell at least 15 percent of units at a price affordable to median-and moderate-income households. Projects of seven or more units must provide on-site BMR units. Projects of six units or less can either build a unit or provide pay the Housing Mitigation fee. To be consistent with recent court decisions and the State Costa- Hawkins Act regarding rent control, the City is modifying the Housing Mitigation Program so that developers of market-rate rental unitsmust pay the Housing Mitigation Fee to the Affordable Housing Trust Fund. Currently, the Housing Mitigation Feeis $2.58 per square 29 foot. 5.2Private Sector In addition to governmental constraints, there may be non-governmental factors which may constrain the production of new housing or impede fair housing. These could include market- related conditions such as the availability of mortgage financing or land and construction costs, or other private sector activities such as application processes for affordable housing developments. For-Sale Housing Market Affordability. Between 2000 and 2007, home prices soared in Cupertinoand Santa Clara County and the high cost of housing emerged as the main barrier to housing choice. Although home prices have declined slightly as a result of the current economic downturn, market-rate ownership housing remains out of reach for many lower-income householdsin Cupertino (see Table3.20). In addition to housing affordability, credit accessibility and uncertainty in the economy have emerged as challenges for potential homebuyers. Challenges associated with mortgage financing will be discussed later in this section. Foreclosures. Due to a variety of interrelated factors, including an increase in subprime lending activity in recent years, California and the nation are currently undergoing an unprecedented wave of foreclosures. During the thirdquarter of 2009,4,095homeowners received notices of default, which is the first step in the foreclosure process in Santa Clara County. This includes 27homeowners in the City of Cupertino,an increase of 80 percent since 30 the third quarter of 2008. 29 The Housing Mitigation Fee is updated periodically. 30 Foreclosure data provided by City of San Jose, 2009. 69 531 DRAFT 1/9/2012 During the mostrecent housing boom, rapid home price escalation spurred lenders to adopt looser, more automated underwriting criteria, assuming greater risk to generate more mortgages. Lenders also offered new loan products, allowing buyers to enter the market with little to no money down and low initial “teaser” interest rates. Lenders then pooled subprime loans with lower risk mortgages for sale to the secondary market, which failed to hold lenders accountable for these products. Mortgage brokers whose commissionsare unaffected by a loan’s foreclosurealso contributed to this shift in the mortgage market by originating almost 60 percent of subprime loans, sometimes through predatory 31 lending practices. Through these policies, some lenders provided some buyers with imperfect credit and/or lower incomes larger mortgages than they could otherwise afford. Unfortunately, as teaser rates (and other low-variable rates) expired and interest rates increased, many of these households defaulted on their loans, initiating the current rash of foreclosures. Households that have been foreclosed on often have a difficult time finding replacement housing due to their poor credit rating and affordability levels of rental housing. The Center for Responsible Lending (CRL), the Federal Reserve Bank of San Francisco, and the University of Southern California report that data regarding the income, ethnicity, and other characteristics of households losing their homes to foreclosure is not readily available. However, the CRL has examined the ethnicity of borrowers receiving subprime loans, using Home Mortgage Disclosure Act (HMDA) data. Given the strong link between subprime lending and foreclosure, this analysis serves as a rough proxy for the ethnicities of buyers undergoing foreclosure nationally. The 2006 CRL study found that subprime mortgages disproportionately occur in communities of color. African-American and Latino borrowers were over 30 percent more likely to receive a high-cost loan (a proxy for subprime lending) than White borrowers, even controlling for credit risk. Approximately 52 percent of African-American borrowers and 40 percent of Latino borrowers received a higher-cost loan in 2005, compared to only 19 percent of White 32 borrowers. This analysis was conducted on a national scale. Given Cupertino’s and Santa Clara County’s unique ethnic distribution,homeowners in the City and County undergoing foreclosure likely have distinct characteristics from national trends. Federal Mortgage Relief Programs. In response to rising foreclosures across the country, the federal government initiated several programs that provide struggling homeowners facing foreclosure with opportunities to modify or refinance their mortgage to make monthly payments 31 Losing Ground: Foreclosures in the Subprime Market and Their Cost to Homeowners.Center for Responsible Lending. December 2006. 32 Unfair Lending: The Effect of Race and Ethnicity on the Price of SubprimeMortgages.Center for Responsible . Lending. May 31, 2006 70 532 DRAFT 1/9/2012 more affordable. One challenge associated with these some of these programs is that borrowers must actually be in default to qualify for assistance. Homeowners who have not yet missed payments but are struggling to make their payments are ineligible. Lending Policies and Practices Home Mortgage Disclosure Act (HMDA). Enacted by Congress in 1975, the Home Mortgage Disclosure Act requires lending institutions to publically report home loan data. Lenders must provide information on the disposition of home loan applications anddisclose applicant information, including their race or national origin, gender, and annual income. HMDA data indicates which banks are lending in communities and provides insight into lending patterns, including denial rates and the types of loans issued (e.g., home improvement loans, home purchase loans). This data, however, cannot be used to conclude definite redlining or discrimination because many factors, such as income, income-to-debt ratio, credit rating, and employment history, affect approval and denial rates. As shown in Table 5.2,1,674home purchase loan applications were submitted in the City of Cupertinoin 2007. Overall, 66percent of home purchase loan applications were approved in the City.By comparison, 58 percent of the 46,407 loan applications submitted in Santa Clara County were approved. Thisis consistent with the higher per capita incomefound in the City of Cupertinocompared to the County as a whole. Table 5.2: Disposition of Home Purchase Loans, 2007 Total Number ofAction Type Loan ApplicationsApproved (a)DeniedOther (b) Cupertino1,67465.9%11.6%22.4% Santa Clara County Total46,40758.4%16.2%25.5% Notes: (a) Includes loans originated and applications approved but not (b) Includes applications withdrawn by applicant, incomplete app institution, and preapproval requests denied. Sources: Home Mortgage Disclousre Act (HMDA), 2007; BAE, 2009. Loan approval rates varied by raceand ethnicity in Cupertino.As shown in Table 5.3,77 percent of loan applications submitted by Asian homebuyers were approved in 2007.The approval rate for White homebuyers was slightly lower, at 64 percent. Asian and White homebuyers accounted for the vast majority of loan applicants in Cupertino, representing 65 percent and 16 percent of all applicants, respectively. No other racial group had more than 15 loan applications submitted in the City in 2007. Approval rates for non-Hispanic/Latino applicants stood at 74 percent. By comparison, 59 percent of the 32 loan applications submitted by Hispanic/Latino applicants were approved. A Chi-Square test determined that the differences in approval rates across races and ethnicities are statistically significant. This analysis, however, does not identify a reason for the 71 533 DRAFT 1/9/2012 discrepancy. As mentioned previously, many factors can influence loan application approval rates, including household income, income-to-debt ratio, credit rating, and employment history. Table 5.3:Disposition of Home Purchase Loans by Race and Ethnicity, Cupertino, 2007 Total Number ofAction Type Loan ApplicationsApproved (a)DeniedOther (b) Race American Indian or Alaska Native1442.9%14.3%42.9% Asian1,08376.9%10.2%12.9% Black or African American3100.0%0.0%0.0% Native Hawaiian or Other Pacific Islander1346.2%53.8%0.0% White26363.5%20.9%15.6% Information not provided by applicant14360.8%14.7%24.5% Not applicable1551.3%0.0%98.7% Total1,67465.9%11.6%22.4% Ethnicity Not Hispanic or Latino1,35074.2%11.9%13.9% Hispanic or Latino3259.4%34.4%6.3% Information not provided by applicant13759.1%16.8%24.1% Not applicable1551.3%0.0%98.7% Total1,67465.9%11.6%22.4% Notes: (a) Includes loans originated and applications approved but not (b) Includes applications withdrawn by applicant, incomplete app institution, and preapproval requests denied. Sources: Home Mortgage Disclousre Act (HMDA), 2007; BAE, 2009. Conventional Mortgages. As a result of the recession and credit crisis, access to financing has emerged as a major barrier to housing choice in Cupertino,Santa ClaraCounty,and across the state and country. Lenders are implementing stricter underwriting, reporting, and verification of information practices. According to various homeownership counseling agencies, buyers need a credit score of 720 to 740 to qualify for a conventional home mortgage. Banks also look for larger downpayments of 10 percent to 20 percent of the purchase price, which is higher than what was previously required. Many of these requirements directly address problems in the lending industry that contributed to the current housing and economic downturn. Nevertheless, thesestandards make it more difficult for buyers to access a mortgage, particularly households with lower incomes, weaker credit scores, and lacking downpayment funds. FHA Loans. Households which face difficulty qualifying for a conventional mortgage may decide to use a Federal Housing Administration (FHA) loan. FHA loans are insured by the federal government, and have traditionally allowed lower-income households to purchase homes that they could not otherwise afford. Thanks to the FHA insurance, these loans have lower interest rates, require a low downpayment of 3.5 percent, and have more accessible underwriting criteria. In general, lenders report that households with a credit score of at least 640 and a two-year employment history can qualify for a FHA loan. FHA loans have become 72 534 DRAFT 1/9/2012 33 more popular as underwriting practices for conventional mortgages have become stricter.In addition, more homebuyers are eligible for FHA loans as a result of declining home prices. In 34 Santa ClaraCounty the FHA loan limit for a single-family residence is $729,750. Despite the more favorable terms associated with FHA loans, there are some challenges associated with purchasing a home with a FHA-backed mortgage. First, stringent guidelines regulate what properties are eligible for purchase. Properties must meet certain requirements related to the condition of the home and pass an inspection by FHA representatives. This requirement is a particular challenge for homebuyers who are purchasing foreclosed properties 35 that have been vacant for a prolonged period and have associated maintenance issues. FHA also has stringent requirements for condominium purchases that pose additional challenges. One requirement is that a certain percentage of units in a condominium project must be under contract before FHA will back a condominium mortgage. Recently FHA raised the presale requirement 25 percent to 51 percent of units. This can create a “Catch-22” situation where FHA will not issue loans until a certain percentage of units aresold, but developments cannot reach that threshold if buyers are unable to get mortgages. Additionally, FHA will not back mortgages in developments where more than 15 percent of homeowners are 30 days delinquent on homeowners’association dues, or in projects where a single entity owns more than 10 percent of units. This latter restriction can create problems as many developers are 36 forming companies to buy units and rent them out due to the slow housing market. Another potential barrier is that not all banks issue FHA loans. Moreover, many loan officers prefer to focus on conventional mortgages because of the added time and effort associated with 37 processing and securing approval on a FHA loan. First-Time Homebuyer Programs. In addition to conventional mortgages and FHA loans, the State offers various first-time homebuyer programs. These include various downpayment assistance programs such as the California Homebuyers Downpayment Assistance Program (CHDAP), which offers a deferred-payment junior loan of up to three percent of the purchase price or appraised value. Downpayment assistance and second mortgage programs are attractive to potential homebuyers, particularly during times when financial institutions are approving loans at lower loan tovalue ratios. However, loan officers sometimes seek to avoid homebuyers utilizing first-time homebuyer programs due to the added time and labor associated with these programs. While 33 Thompson, Samuel, Chase Bank, phone interview with BAE, July 8, 2009. Zhovreboff, Walter, Bay Area Homebuyer Agency / First Home, Inc., phone interview with BAE, July 16, 2009. 34 FHA Loan Limits for California, http://www.fha.com/lending_limits_state.cfm?state=CALIFORNIA. 35 Zhovreboff, Walter, Bay Area Homebuyer Agency / First Home, Inc., phone interview with BAE, July 16, 2009. 36 “Condo buyers find it tough to get mortgages,” San Francisco Chronicle,August 5, 2009. http://www.sfgate.com/cgi-bin/article.cgi?f=/c/a/2009/08/05/BUCT190GMM.DTL&tsp=1 37 Thompson, Samuel, Chase Bank, phone interview with BAE, July 8, 2009. 73 535 DRAFT 1/9/2012 lenders typically process conventional loans in 30 days, the closing period for homebuyers using first-time homebuyer programs is often 45 days. In addition, loan officers receive smaller commissions under these programs, as they reduce the amount homebuyers need to borrow 38 from the lender. Some real estate brokers also prefer not to work with homebuyers using first-time homebuyer programs. Brokers aim to expedite the closing period, while first-time homebuyer programs generally result in extended loan approval processes. As a result, agents may not tell homebuyers aboutpotential State and local programs they would qualify for. Homebuyers who do not attend first-time homebuyer classes or work with nonprofit housing counseling agencies 39 are often unaware of programs available to assist them. Local governments and homeownership counselors have dealt with these issues by developing relationships with particular loan officers and real estate agents who are familiar with the State programs and are willing to assist homebuyers with the application process. Development Constraints Supply of Available Land. Similar to many other built-out jurisdictions, the limited availability of land for housing development in Cupertino may constrain new housing production. As a result, new residential production will largely occur as infill projects, often a more challenging and costly development type. It is worth noting, however, that infill development offers the benefits of greater transit accessibility, the redevelopment of underused sites, and the preservation of open space. Land Costs. Land costs in Cupertino are generally high due to the high demand and limited supply of available land. Local developers indicated that land prices are adjusting during this economic downturn. However, the seller market, particularly in cities like Cupertino, is slow to react to the declining market because many are not compelled to sell their property. Rather, many will wait for the market to recover. Nonetheless, one developer did report that at the height of the housing boom, land prices in Cupertino were in the range of $3 million per acre. Construction Costs. According to 2009 R.S. Means, Square Foot Costs, hard construction costs for a two-story, wood-frame, single-family home range from $110 to $145 per square foot. Costs for three-story, wood frame multifamily projects range from $145 to $210per square foot. Construction costs, however, vary significantly depending on building materials and quality of finishes. Parking structures for multifamily developments represent another major variable in the development cost. In general, below-grade parking raises costs significantly. Soft costs (architectural and other professional fees, land carrying costs, transaction costs, construction 38 Thompson, Samuel, Chase Bank, phone interview with BAE, July 8, 2009. 39 Thompson, Samuel, Chase Bank, phone interview with BAE, July 8, 2009. Zhovreboff, Walter, Bay Area Homebuyer Agency / First Home, Inc., phone interview with BAE, July 16, 2009. 74 536 DRAFT 1/9/2012 period interest, etc.) comprise an additional 10to 15 percent of the construction and land costs. Owner-occupied multifamily units have higher soft costs than renter-occupied units due to the increased need for construction defect liability insurance. Permanent debt financing, site preparation, off-site infrastructure, impact fees, and developer profit add to the total development cost of a project. During 2008, key construction costs fellnationallyin conjunction with the residential real estate market.However, costs began to slowly rise duringthe second half of 2009.Figure 5.1 illustrates construction cost trends for key materials based on the Producer Price Index, a series of indices published by the U.S. Department of Labor Bureau of Labor Statistics that measures the sales price for specific commodities and products. Despite the recent rise in costs, the prices for key construction materials remain lower than peak prices experienced in previous years. Lumber prices remain 17 percent lower than the peak in 2004. Meanwhile, steel and other construction material costs are lower than peak prices in early 2008. Local developers have confirmed that construction costs, including labor, fellby approximately 10 percent in tandem with the weak housing market. However, it is important to note that although land cost and construction costs have waned, developers report that they have not fallen enough to offset the decrease in sales prices. Figure 5.1: Producer Price Index for Key Construction Costs 300 250 200 150 100 50 0 Materials and components for constructionLumberSteel Mill Products Base Year: 1982 = 100 Sources: U.S.Bureau of Labor Statistics, 2010; BAE, 2010. Public Perception. Other constraints to housing production in the City include public opinion, specifically community concerns about impacts on the school districts, traffic, and parks. 75 537 DRAFT 1/9/2012 Over the past several years, a number of housing developments and related planning efforts have been subject to citizen initiatives and referenda. Citizens’ concerns about the impacts of housing development, particularly higher density development,on community qualityof life remain a significant potential constraint to housing development. Local developers indicated that public opposition to new development can be an obstacle to the production of both market rate and affordable housing in Cupertino. In any jurisdiction, the entitlement process can be a costly one. In Cupertino, several developers successfully obtained the necessary entitlements from the City but had their projects halted by citizen referenda, resulting in financial losses. This threat of a referendum and associated financial losses makes development in the City more risky. The potential for community opposition means that good design and planning are essential, particularly for higher density projects. Subsidized Housing Affordable Housing Financing. According to localaffordable housing developers, the availability of financing presents the biggest barrier to producing new subsidized housing. Although the cost of land and construction have declined, the associated tightening of the credit market, and decline in State and local subsidies have made it challenging for affordable housing developers to take advantage of lower costs. As a particularly salient concern, the value of low-income housing tax credits (LIHTC) has fallen in tandem with the economy. Tax credit investors also now have an even greater preference for new construction, family housing, and senior housing developments, perceived to 40 be less risky than rehabilitation projects and permanent supportive housing.With this loss in tax credit equity, developers are forced to turn to the State and local agencies for greater subsidies. Unfortunately, uncertainty around State and local finances and the expiration of programs funded by previous State housing bonds limits funds from these sources as well. However, some additional funds are available through the American Recovery and Reinvestment Act of 2009, which provides funding for various housing programs, including the 41 Community Development Block Grant and the Tax Credit AssistanceProgram. In addition to reduced LIHTC financing, local redevelopment agencies (RDAs) have reduced funding available as a result of the State budget crisis. To balance the State’s budget for fiscal year 2009-2010, RDAs across the state are required to pay $2.05 billion of tax increment 40 Sawislak, Dan, Executive Director, Resources for Community Development, phone interview with BAE, July 2, 2009. 41 The Federal Provision to Buy American containedin the ARRA law, requires that funds made available by the Act cannot be used for a project for the construction, alteration, maintenance, or repair of a public building or public work unless all of the iron, steel, and manufactured goods used in the project are produced in the United States. The Office of Management and Budget defines a public building or public work as one occupied by a government entity. As such, private or nonprofit affordable housing developers receiving funds through ARRA are not subject to the Provision. 76 538 DRAFT 1/9/2012 otherwise due to them to the State’s Supplemental Educational Revenue Augmentation Fund (SERAF) over the a two-year period. In order to make the SERAF payment, some RDAs may need to borrow from or suspend payments to the Low and Moderate Income Fund, which 42 supports affordable housing for low-and moderate-income households. As another financing challenge, the State’s weak fiscal condition has led to uncertainty of future bond financing, a major strategy for raising affordable housing funds. In the face of California’s budget concerns, this constraint will likely remain in effect for upcoming years. In addition to constraints associated with capital fundsdiscussed earlier, affordable housing developers report that it is difficult to secure funding for ongoing costs associated with the provision of supportive services. Although this trend is beginning to change, some cities maintain rigid limits on their contributions to supportive services costs due to limited funding or 43 regulatory constraints. Affordable Housing Application Processes. Due to the requirements associated with various affordable housing funding sources, certain households may encounter difficulties in applying for subsidized housing. For example, applications can involve a large amount of paperwork and require households to provide records for income verification. In some cases, short application time frames and submittal requirements (e.g., by fax) create additional challenges. These requirementspresent obstacles for homeless or disabled individuals who lack access to communication systems and information networks, as well as the skills to complete and submit the necessary documentation. Affordable housing developers receive hundreds to thousands of applications for a limited number of units. As a result, applicants who are not selected through the lottery process are put on a waiting list. Households must be proactive and regularly follow-up with property managers to inquire about the status of the waiting list. If applicants on the waiting list move or change their phone number, property managers may not be able to contact them when a unit becomes available. Again, this procedure can make it more difficult to get off a waiting list for transient individuals or families who don’t have a regular address, phone number, or email address. Applicants who are selected through the lottery or who come off the waitlist go through an interview and/or screening process. Property managers routinely screen out individuals with a criminal or drug history, or a poor credit record. This process can effectively screen out homeless or mentally disabled applicants. To help address these challenges, severalSanta Clara Countyorganizations provide housing location assistance. For example, West Valley Community Servicespartners with other County service providers to reach, case manage, and 42 California Redevelopment Association, “Redevelopment Agencies Prepare Second Lawsuit to Block Unconstitutional Raids of Redevelopment Funds,” http://www.calredevelop.org/AM/Template.cfm?Section=Home&Template=/CM/ContentDisplay.cfm&Co ntentID=5855 43 Cavanaugh, Angela, Affordable Housing Associates, phone interview with BAE, July 14, 2009. 77 539 DRAFT 1/9/2012 assist homeless individuals and families secure housing. Conversion of Subsidized Units to Market-Rate. Many subsidized affordable housing developments receive government funding that requires units be made affordable for a specified amount of time. Table 3.25presented earlierlists affordable developments in Cupertino, along withthe year affordability requirements associated with funding sources expire.As indicated in Table 3.25,the affordability restrictions at one development, the Le Beaulieu project, will expire in September 2015. The Le Beaulieu development is considered to have a low-risk of converting to market rate because Mid-Peninsula Housing Coalition, the nonprofit organization that owns and manages the property,is committed to maintaining the property as affordable. While the Le Beaulieu project is the only subsidized development that is at-risk of converting to market rate, there are also 10below market rate (BMR) units in the Chateau Cupertino development with affordability requirements expiring in March of 2010. These 10 BMR units will likely convert to market rate when the affordability requirements expire. However, the City of Cupertino is committed to maintaining long-term affordability of its BMR units. As such, in 2005, the City increased the minimum affordability term for BMR units in new developments to 99 years. Housing Opportunities for Special Needs Populations Service providers who assist various special needs populations, including the elderly, individuals with disabilities, the homeless, and limited English proficiency (LEP) individuals consistently report that one of the greatest barriers to housing choice for these populations is the lack of affordable housing. In addition, special needs populations may face particular challenges to housing choice, as discussed below. Elderly Housing. Seniors often need accessible units located in close proximity to services and public transportation. Many seniors are also living on fixed incomes, making affordability a particular concern. Cupertino offers a number of resources for seniors. There are six residential care facilities for the elderly (RCFEs) and three skilled nursing facilities in the City. In addition, there are two subsidized independent senior housing developments in Cupertino. Demand for the subsidized units is high. Staff at one of the developments estimates that there is over 500 people on the waiting list and it takes approximately five years for individuals to get a unit. While there are subsidized senior housing developments in the Cityand elsewhere throughout the County, local service providers at each of the Consolidated Plan Workshops indicated a need for more affordable senior housing facilities, particularly given the long waiting lists at existing subsidized developments. In addition there are few, if any, subsidized assisted living facilities in theCity andCounty. Faced with this shortage, lower-income individuals often do not have the option of living in an assisted living facility and must bring services into their homes. Many affordable senior housing facilities have service coordinators who work to provide these services to residents at the development. There are also several referral and assistance programs that provide information and help to connect individuals with support 78 540 DRAFT 1/9/2012 resources in the community. Seniors can also face difficulties finding subsidized housing that accommodates a live-in caregiver. According to senior service providers, many subsidized projects serve individuals or couples only and do not accommodate caregivers. In other cases, the caregiver’s income may make the household ineligible for the affordable unit. Challenges associated with live-in caregivers may also apply to persons with disability or HIV/AIDS. Housing for Persons with Disabilities. Individuals with mobility disabilities need accessible units that are located on the ground floor or have elevator access, as well as larger kitchens, bathrooms, and showers that can accommodate wheelchairs. Building codes and HOME regulations requirethat five percent of units in multifamily residential complexes be wheelchair accessible and another two percent of units be accessible for individuals with hearing or vision 44 impairments. A local fair housing service provider reports that accessibility compliance in new multifamily housing developments has increased over the past year. While violations still 45 occur, they are fewer in number and less severe. Affordable housing developers follow accessibilityrequirements and provide accessible units in their subsidized housing developments. However, local service providers at Consolidated Plan Workshops report that demand far outstrips the supply of accessible, subsidized housing units. Nonetheless, affordable housing providers often have difficulty filling accessible units with disabled individuals. Some affordable housing providers report that they only have a few disabled persons on their waiting list. As such, if all disabled individuals on the waiting list are placed in a unit and accessible units still remain, the developer will place a non-disabled person in the unit. This contradicts information provided by other service providers who indicate a great need for affordable accessible housing, and points to barriers in the application process that prevent interested individuals from finding subsidized, accessible housing, or a mismatch between people who need housing and when it is available. A lack of communication between affordable housing developers and organizations that serve disabled persons also contributes to this problem. In fact, affordable housing providers state that filling accessible units with disabled individuals requires a substantial effort. Property managers must give presentations and meet with clients and service providersin order to secure the applications. Persons with disabilities face other challenges that may make it more difficult to secure both affordable or market-rate housing. Often persons with disabilities have high medical bills that lead to credit problems. Many individuals also rely on Social Security or welfare benefits. Organizations who assist disabled individuals secure housing in the region, report that poor credit is one of the biggest barriers to housing choice. Reasonable Accommodation and Modification. Other challenges disabled individuals may face include difficulties securing reasonable accommodation or modificationrequests. As 44 Papanastassiou, Andrea, Director of Real Estate Development, Eden Housing, Inc., phone interview with BAE, July 14, 2009. 45 Project Sentinel, 2007 Trends Report. 79 541 DRAFT 1/9/2012 discussed previously, the Fair Housing Act prohibits the refusal of reasonable accommodations in rules, policies, practices, or services, when such accommodations are necessary to afford a person with a disability equal access to housing. This applies to those involved in the provision of housing, including property owners, housing managers, homeowners associations, lenders, real estate agents, and brokerage services. Examples of reasonable accommodation requests include permission to have a service animal in the residence or securing parking closer to the unit. The Fair Housing Act also requires housing providersor homeowners’ associations to provide reasonable modifications when such modifications are necessary to afford persons with disabilities full enjoyment of the premises. A reasonable modification is a structural change made to existing premises and can include changes to interiors and exteriors of dwellings and to common and public use areas. Local fair housing organizations, including ECHO and Project Sentinel, indicate that some individuals have difficulties with landlords approving their reasonable accommodationor modificationrequest, even when the tenant would be financially responsible for the cost of the modification.Most landlords know that they are not allowed to explicitly discriminate against persons with disabilities. However, some are not aware that they are required to allow 46 reasonable modifications and reasonable accommodations.ECHO and Project Sentinel report that reasonable accommodations requests for disabled individuals are one of the more common 47 fair housing complaints seen throughout Santa Clara County. Housing for Homeless Individuals. The primary barrier to housing choice for homeless individuals is insufficient income. Local and regional service providers report that many homeless rely on Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI), which are too low to qualify for most subsidized programs and affordable housing developments. In addition, as noted above, both affordable housing developers and market-rate landlords may screen out individuals with a criminal or drug history, history of evictions, or poor credit. Securing housing can prove more difficult for homeless families compared to individuals due to occupancy regulations, potential landlord biases against households with children, and the more limited supply of larger units. Consolidated Plan Workshop participants and staff at West Valley Community Services reported that as a result of the recession, there are more homeless families than ever seeking housing. Cupertinoand other Santa Clara County jurisdictions are addressing issues of housing choice and accessibility for homeless individuals and families through strategies identified in the 10 Year Plan to End Chronic Homelessness in Santa Clara County and through efforts of Destination: Home, a taskforce focusing on ending chronic homelessness. Destination: Home opened two One-Stop Homeless Prevention Centers in November 2008, serving over 3,700 46 Rocha, Marjorie, Executive Director, ECHO, phone interview with BAE, August 3, 2010. 47 Arlene Zamorra, Housing Counselor, ECHO, phone interview with BAE, September 30, 2009. Marquart, Ann, Executive Director, Project Sentinel, phone interview with BAE, October 14, 2009. 80 542 DRAFT 1/9/2012 homeless and at-risk clients to date. The County of Santa Clara Department of Social Services has Supplemental Security Income (SSI) advocates at each One-Stop location, allowing eligible clients to begin the process of applying for benefits at the same time they search for 48 employment, receive housing assistance, or get assistance with other needs. Access to Housing by Limited English Proficiency (LEP) Individuals. As financial institutions institute more stringent lending practices in response to the economic downturn, LEP individuals may face greater challenges in navigating the mortgage process. According to regional housing counseling agencies, at the height of the housing boom lenders were very interested in accessing the Latino and Asian populations. However, bank outreach to these communities has since declined. Whilebank outreach to LEP communities has declined, these individuals have been more vulnerable to scams related to loan modification. In addition to HUD-certified housing counselors who offer services through nonprofit organizations and local jurisdictions, there are a variety of private loan modifications offering services of varying quality. Some of these private loan modification outfits scam borrowers by illegally collectingup-front fees, misrepresenting services, or knowingly taking on borrowers would clearly not qualify for a loan modification. LEP individuals are particularly vulnerable to these types of scams because of the challenge they face in understanding documentation that is often provided in English. One local service provider reported thatsome loan modifications market their services and explain the 49 process to borrowers in Spanish, but provide written documentation in English. As another concern for LEP households, undocumented individuals may face more complicated processes when applying for a mortgage. Some groups within the Spanish-speaking community and other LEP populations are “unbanked,” and rely on a cash economy. Because regular banking provides the record keeping and legitimacy that lenders look for, unbanked households 50 have amore difficult time providing documentation to qualify for a mortgage.In addition to challenges accessing housing, undocumented immigrants are also more reluctant to file fair housing complaints with HUD or the State. Victims of Domestic Violence. A2000Department of Justice studyfound thatnearly 25 percentof women and 7.6percentof men were raped and/or physically assaulted by a current or former spouse, cohabiting partner, or dating partner/acquaintance at some time in their 51 lifetime.Low-income victims of domestic violence (DV) can encounter impediments to fair housing choice to the extent their housing choice is dependenton access to counselingservices and safe housing away from their abuser. In many instances, victimsare forced to choose between staying in an abusive homeand homelessness.In 2005, the U.S. Conference of 48 Maureen O’Malley-Moore, Project Director, Destination: Home, “One Stop Homelessness Prevention Centers.” 49 Pederson, Kim, Senior Attorney, Fair Housing Law Project, phone interview with BAE, June 17, 2010. 50 Gonzales, Gilda, Executive Director, Unity Council, phone interview with BAE, July 15, 2009. 51 Extent, Nature, and Consequences of IntimatePartner Violence: Findings from the National Violence Against Women Survey. Patricia Tjaden and Nance Thoeness. US Department of Justice. 2000. 81 543 DRAFT 1/9/2012 52 Mayors surveyfound that 50 percent of citiescitedDV as aprimary causes of homelessness. The 2004 Santa Clara County Homeless Census and Survey found that 55percentof homeless women had experienced DV or claimed it as the reason they were homeless. As of 2009, Cupertino had an estimatedpopulation of 55,840residents, with Asianscomprising the largest share of the populationat 57 percent. According to the 2010 US Census, Chinese- Americans represent the largest ethnic group among Asiansin Cupertino,making up approximately 28.4percentof the total population or about16,578individuals. Asian Indians are the second largest ethnic group among Asians in Cupertino with 22.6 percent of the total population, or 13,779 individuals. Based on the nationalrate of DVcited above, one can estimatethat as many as1,600potential female Asian Indian victims ofdomestic violencemay live in Cupertino. Local service providers report that South Asian victimsof domestic violencehave several cultural barriers to leaving that abuse, some of which are particularly pronounced amongSouth Asians. South Asian batterers may use their victim’s residency status to control themand prevent them from leaving. Immigrant victims would not be able to work legally if they left their abuser until they received residency status as allowed through the U and T visa program and the Violence Against Women Act, which may take up to one year. This lack of income can inhibit victims’ ability to pay even nominal rent at transitional homes for domestic violence victims. In addition,South Asian culture often imposes the burden of blame on victims,making it difficult for South Asian victims to find support from peers. Finally, repercussions from leaving may have an impact on a South Asian victim’s family in their native country. The higher rate of domestic violence encountered by women,coupled with the large number of Asianand South Asianresidents in Cupertino,suggest the need for culturally appropriate services for Asian and South Asian women suffering from domestic violence. In Cupertino, Maitri offers counseling and referral services for victims of domestic violence, helping themaccess the necessary resources to gain independence from their abuser.Although Maitri specializes in assisting South Asian women suffering from domestic violence, the organization provides its services to men and women of all ethnicities. Maitri’s Transitional Housing (TH) Project in Cupertino offers ninebedrooms, where Maitri Volunteer Mentors, the TH Coordinator, and a half time DV Advocate provide long term, holisticservices,peer counseling,transitional housing, safety planning, and links to community resources. Maitri’s TH will be open to all ethnic and cultural populations. The facility is not equipped to serve men and women simultaneously, given the unique concerns posed by victims of DV. In fact, Maitri staff report that housing is rarely if ever a concern among their male clients, because they typically have incomes and can afford to move away from their abuser. Nonetheless, Maitri maintains a list of other services in Santa Clara County available to male victims of DV, should 53 they need housing assistance . 52 U.S. Conference of Mayors. A Status Report on Hunger and Homelessness in America's Cities. 2005. 53 Jalan, Rama, Transitional Housing Manager, Maitri, phone interview with BAE, June 17, 2010. 82 544 DRAFT 1/9/2012 Long-term residency is vital for many of Maitri's clients as they may be in the U.S. on dependant visas and hence cannot work while they apply for work permits as allowed under immigration law.Clients receive case management services, peercounseling, rental assistance, housing establishment and employment search assistance, driving classes, and assistancein setting specific goals and a means to achieve them so they can resume productive lives. The TH also provides linguistically and culturally specific one-on-one counseling or refers and sometimes pays for individual counseling off site, and mentors children impacted by DV and/or cultural isolation in order to develop their self-esteem and emotional resiliency. Housing Opportunities forFamilies Fair housing law prohibits discrimination based on familial status. However, local service providers report that households with children are sometimes discriminated against, particularly when searching for rental housing. Landlords may view households with children as less desirable due to potential noise issues or damage to units. While landlords and property managers may not deny families housing, they may place them in less desirable units such as units at the back of a complex or a downstairs unit. The challenge in identifying discrimination on the grounds of familial status is that often families may not know that other units in a complex are available, and therefore not realize that they are being offered a less desirable unit. In some cases, landlords establish occupancy restrictions that limit the number of people in the 54 household or ask for fees based on the number children in the household. Local fair housing service providers report that differential treatment on the basis of familial status is another 55 common fair housing issue in the County. Fair Housing Awareness Many fair housing violations are committed by unsophisticated “mom-and-pop” owners/operators and by untrained or unsupervised property managers. These operators and managers may have little understanding of fair housing laws and requirements. An analysis of Santa Clara County fair housing complaints by housing development size conducted by Project Sentinel found that the majority of eviction complaints were associated with small properties with one to 10 units. Approximately 58 percent of eviction complaints filed with Project Sentineland Midpeninsula Citizens for Fair Housing (now part of ECHO)between 2003 and 2006 were in properties with one to 10 units. In each of these small property cases, the owner was the offending party. A large share of refusal to rent complaints was also associated with small properties; 39 percent of the complaints in this category occurred in properties with 10 or fewer units. Of therefusal to rent cases associated with properties with 10 or fewer units, 74 percent involved the property owner. Other than eviction and refusal to rent cases, the majority 56 of fair housing complaints were filed for properties with 50 or more units. One local service provider reports that “mom-and-pop” owners/operators and larger 54 Rocha, Marjorie, Executive Director, ECHO, phone interview with BAE, August 3, 2010. 55 Arlene Zamorra, Housing Counselor, ECHO, phone interview with BAE, September 30, 2009. Marquart, Ann, Executive Director, Project Sentinel, phone interview with BAE, October 14, 2009. 56 Project Sentinel, 2007 Trends Report. 83 545 DRAFT 1/9/2012 management companies require different strategies when dealing with fair housing issues. Larger management companies can be easier to deal with than smaller owners/operators when 57 resolving fair housing issues.This may be due to the relative lack of awareness of fair housing lawson the part of “mom-and-pop” owners/operators.Continued fair housing educationand outreach to all types of housing providerswill provide property owners and managers with greater awareness of their civil rights obligations. 5.3Public and Private Sector In addition to governmental and non-governmental impediments to fair housing, there are some impediments to housing choice that span both the public and private sectors. Linkage Between Housing and Employment Centers As discussed earlier, the Cupertino’sinventory of subsidized housingand the County’s major employers are well-connected to public transportation. Local affordable housing developers report that transit accessibility significantly affects site selection decisions for subsidized housing. In addition to the fact that lower-income households tend to have a lower rate of vehicle ownership, the funding structure for affordable housing favors sites with better accessibility. Developers are required to compete for various affordable housing funding sources like low-income housing tax credits (LIHTC). Public transportation access is one of the criteria projects are ranked on; developments with better transit access receive higher scores. Because the competition for affordable housing financing is so great in California, developers report that projects must receive the maximum score in the transit category in order to be competitive. As a result, affordable housing projects tend to be very well connected to transit. Approximately 93percent of the subsidized housing developmentsCity of Cupertinoare located within one-quarter of a mile from transit. While affordable housing projects are often located in close proximity to transit, local public transportation providers are cutting services as a result of budget shortfalls. For example, the Santa ClaraValley Transit Authority (VTA) implementedmajor bus and light rail service 58 changes in January 2010, due to declining economic conditions. 57 Yee, Shawn, Staff Attorney, Asian Law Alliance, phone interview with BAE, August 10, 2010. 58 Santa Clara Valley Transit Authority, “VTA Service Changes Begin Monday, January 11,” http://www.vta.org/news/show/NR+10+01+01 84 546 DRAFT 1/9/2012 6Assessment of Current Fair Housing Programs and Activities 6.1Programs and Activities that Promote Fair Housing Fair Housing Laws Fair housing laws are in place at the federal and state levels. Federal, state, and local governments all share a role in enforcing these laws, as well as conducting activities to affirmatively further fair housing. Title VIII of the Federal Civil Rights Act of 1968 prohibits housing discrimination based on race, color, national origin or ancestry, sex, or religion. The 1988 Fair Housing Amendments Act added familial status and mental and physical handicap as protected classes. The laws prohibit a wide range of discriminatory actions, including refusal to rent, sell, or negotiate for housing, make housing unavailable, set different terms, conditions, or privileges, provide different housing services or facilities, refusal to make a mortgage loan, or impose different terms or conditions on a loan. At the State level,the Rumford Housing Act prohibits housing discrimination toward all classes protected under Title III, and adds marital status as a protected class. The Unruh Civil Rights Act prohibits discrimination in all business establishments in California, including housing and public accommodations, based on age, ancestry, color, disability, national origin, race, religion, 59 sex, or sexual orientation. The California Fair Employment and Housing Act prohibits discrimination and harassment in all aspects of housingincluding sales and rentals, evictions, terms and conditions, mortgage loans and insurance, and land use and zoning. The Act also requires housing providers to make reasonable accommodation in rules and practices to permit persons with disabilities to use and enjoy a dwelling and to allow persons with disabilities to make reasonable modifications of the premises. The City of Cupertinorequiresdevelopers to comply with all fair housing laws and develop affirmative fair housing marketing plans, which include strategies to attract buyers or renters from groups, regardless of background. Public Housing Admissions and Continued Occupancy Policies In its Admissions and Continued Occupancy Policy, the Housing Authority of the County of Santa Clara (HACSC) outlines measures to affirmatively further fair housing in the administration of its public housing program. These measures include taking appropriate action to ensure individuals with disabilities will have equal access to available services programs, and 59 The protection afforded under the law is extended by case law to include sexual orientation. Sexual orientation includes persons who are homosexual, bisexual, or heterosexual. 85 547 DRAFT 1/9/2012 60 activities and seeking to have bilingual staff for non-English speakingfamilies. HACSCalso has a policy to execute measures to deconcentrate poverty and promote economic integration. As such, HACSC attempts to bring in higher income tenants into lower income 61 projects and lower income tenants into higher income projects. Fair Housing Services The primary fair housing activity the City of Cupertino undertakes is to contract with local nonprofit organizations that specialize in fair housing issues. This model allows for stronger fair housing programs and resources as the nonprofit organizations are able to specialize in fair housing issues and achieve economies of scale by serving a wider geographic area. Through contracts with the City, local fair housing organizations perform the following services: Investigate allegations of housing discrimination and counsel tenants and landlords on their rights and responsibilities under state and local laws; Providing fair housing training for landlords and property managers; Conducting fair housing presentations; Staffing a table at the Tri-County Apartment Association Trade Show; Provide outreach and educational activities by distributing brochures and placing ads in print media, radio, and television. Other Local Fair Housing Services Countywide Fair Housing Task Force. In fiscal year 2003, the Countywide Fair Housing Task Force was established. The Task Force includes representatives from Santa Clara County jurisdictions, fair housing providers, legal service providers, and other community service providers. Since its inception, the Task Force has implemented a calendar of countywide fair housing events and sponsors public information meetings, including Accessibility Training, First-Time Homebuyer training, and Predatory Lending training. Affordable Housing Programs. The lack of available and affordable housing can be an impediment to fair housing in some areas of Santa Clara County. In response to high housing costs in the region, the City has a Housing Mitigation Program which requires the payment of a housing mitigation fee or the provision of below market rate (BMR) units. The City requires payment of an Office and Industrial Mitigation fee, which is assessed on developers of office and industrial space and a Housing Mitigation fee, which is assessed on developers of market- rate rental housing to mitigate the need for affordable housing created by new development. Developers of for-sale housing with six or fewer units are required to pay the Housing Mitigation fee while for-sale housing projects with seven or more units must provide on-site BMR units. All affordable housing mitigation fees are deposited into the Affordable Housing 60 Housing Authority of the County of Santa Clara. Admissions and Continued Occupancy Policy for the Public Housing Program. October 1, 1999. Chapter 1, Section D. 61 Housing Authority of the County of Santa Clara. Admissions and Continued Occupancy Policy for the Public Housing Program. October 1, 1999. Chapter 4, Section J. 86 548 DRAFT 1/9/2012 Fund, which provides financial assistance to affordable housingdevelopments. 6.2Problems Related to Current Fair Housing Programs Limited Resources Given the diversity of Cupertinoand Santa Clara Countyas a whole, fair housing is a major concern. The City and County continue to support fair housing programs through staff outreach and by contracting with local nonprofit organizations. Additional funding for local fair housing organizations could allow for additional outreach and education activities as well as broader fair 62 housing audits which would include more properties in the City of Cupertino.However, due to budget cuts at various levels of government, staff resources and funding available for fair housing programs has decreased. The City is maximizing resources for fair housing while balancing the needs of other housing and community development programs. Lack of Awareness of Fair Housing According to fair housing organizations, general public education and awareness of fair housing issues is limited. Tenants often do not completely understand their fair housing rights. To address this issue, the City and local fair housing organizations providevarious fair housing education and outreach programsto housing providers and to the general public. For example, Project Sentinel provides between 10 and 20 fair housing trainings for property owners and managers in Santa Clara County each year.ECHOalso conducted a fair housing training for landlords and property managers in Cupertino.In addition, the Cityand fair housing organizations outreach to the general community through mass media such as newspaper columns, multi-lingual pamphlets, flyers, and radio advertisements. Fair housing organizations 63 also outreach to protected classes by working with organizations that serve target populations. 62 Rocha, Marjorie, Executive Director, ECHO Housing, phone interview with BAE, August 3, 2010. 63 Marquart, Ann, Executive Director, Project Sentinel, phone interview with BAE, October 14, 2009. 87 549 DRAFT 1/9/2012 7Findingsand Recommendations This section summarizes the key findings from the AI, and presents policies and supporting actions that support fair housing in the City of Cupertino. These policies and actions build upon the current fair housing programs and activities described in Section 5. 7.1Key Findings Demographic Profile Cupertino had an estimated population of 55,800 residents in 2009, representing approximately three percent of Santa Clara County’s population. Population growth in the City has matched countywide growth between 2000 and 2009. During this time period, Cupertino’s population grew by just under 11 percent. Cupertino has a slightly higher proportion of family households compared to Santa Clara County. In 2009, approximately 75 percent of Cupertino households were family households, defined as two or more individuals who are related by birth, marriage, or adoption. By comparison, 70 percent of Santa Clara County households were families. The City has a majority Asian population, with Asian residents representing 57 percent of the total population. Non-Hispanic White persons were the second largest racial group in Cupertino, comprising 36 percent of the population. The City has a smaller population of Hispanic or Latino residents compared to Santa Clara County. Asian persons comprise over 50 percent of the population in the majority of Census block groups in the City. Portions of western Cupertino have a majority White population. There are no areas in the City where Hispanic residents comprise the majority. Cupertino households are more affluent than Santa Clara County households as a whole. The median household income was $119,000 in the City of Cupertino in 2009, compared to $88,400 in Santa Clara County. The City also has a lower share of households living below the federal poverty threshold relative to the County. Approximately 3.9 percent of Cupertino households had incomes below the poverty threshold, compared to 5.7 percent in the County. The City has nine Census block groups that meet the CDBG program definition of targeted low- and moderate-income areas with at least 27.4 percent of residents falling within these income categories. These areas are primarily concentrated in the eastern portion of Cupertino, east of Highway 85. Housing Profile The median sales price for single-family homes in Cupertino increased dramatically between 2000 and 2007before falling during the current economic downturn. The median sales price for single-family homes rose by 42percent from $825,000to $1,175,000between 2000 and 2008. Since the 2007peak, the median sales price has decreased by 16percent. 88 550 DRAFT 1/9/2012 During 2009 (January through May), the median home sales price for single-family homes was $986,500.It should be noted that Cupertino’s housing market has remained more stable than the County’s as a whole. Thedecline in median sales prices in the County was more than twice as high as in the City between 2008 and 2009 for both single-family homes and condominiums. Ownership housing in Cupertino is largely unaffordable to lower-income households. The maximum affordable sales price for a low-income, four-person household seeking to purchase a 64 single-family home is $280,300.In Cupertino, less than three percent of three-bedroom homes sold onthe market between June 28, 2009 and December 31, 2009 were under this price point. Additionally, only four percent of three-and four-bedroom condominiums sold in Cupertino during the same time period were affordable to low-income households. In terms of rental housing, the average market rent in Cupertino far exceeds the 65 maximum affordable rent for very low-and extremely low-income households. These households would need to spend substantially more than 30 percent of their gross income to afford market rate rental housing. 66 Approximately 28 percent of Cupertino households were “cost-burdened” in 2000. The incidence of overpayment was higher for renters than owners in Cupertino, with 31 percent of renter households and 26 percent of owner householdsspending more than 30 percent of their income on housing costs. During the current economic downturn, the rate of overpayment may have increased due to rising unemployment. Unfortunately, more recent data on overpayment is unavailable. Overcrowding is more prevalent among renter households than owner households in 67 Cupertino. Approximately 17 percent of renters and five percent of owners lived in overcrowded situations. While there are no public housing developments located in the City of Cupertino,the Housing Authority of the County of Santa Clara (HACSC) and HUD offer rental assistance for lower-income households through the Section 8 voucher program. There are 15,839 tenant-based and 5,791 project-based vouchers in the County. This includes 50 tenant- based vouchers and 127 project-based vouchers in the City of Cupertino. There are six affordable housing developments with 203 affordable rental units in Cupertino. In addition, there are three group homes and eight developments that provide belowmarket rate (BMR) rental units as part of the City’s Housing Mitigation Plan. 64 This assumes conventional financing terms and a maximum payment of 30 percent of gross income on mortgage payments, taxes, and insurance. 65 Maximum affordable rent assumes that household pay 30 percent of their gross income on rent and utilities. 66 Defined by HUD as spending more than 30 percent of gross income on housing-related costs. 67 Overcrowding is defined by the U.S. Census as more than one personper room, excluding bathrooms and kitchens. 89 551 DRAFT 1/9/2012 Cupertino’s subsidized housing developments and BMR units are located throughout the City, often in close proximity to major commercial corridors, such as Stevens Creek Boulevard, that have public transportation access. Thirteen of the 14 developments with subsidized or BMR units are located in areas where Asian residents comprise more than 50 percent of the population. This does not, however, indicate a concentration of care facilities in minority neighborhoods because Asian residents represent over 50 percent of the total citywide population. Fair Housing Complaints Between 2004 and August 2009, a total of ninefair housing complaints were filed in the City of Cupertino. This represents approximately threepercent of all complaints filed in the County during the same time period. The largest proportion of complaints, 78 percent, was found to not have probable cause for fair housing violation.The remaining 22 percent of complaints were conciliated or resolved. Disability emerged as the most common bases for complaint. These accounted for 78 percent of all complaint bases between 2004 and August 2009in Cupertino. During this time, there was one complaint each based on national origin and familial status. Impediments to Fair Housing Choice Public Sector. As detailed in Section 5of this AI, local government can affect housing availability and costs by limiting the supply of buildable land, setting standards and allowable densities for development, and exacting development fees. Publicly imposed constraints on housing supply can subsequently lead to fair housing concerns, as particular segments of the population lose access to affordable homes and/or are completely priced out of certain areas. Local policies and ordinances have the potential to raise fair housing concerns. In particular, local zoning ordinances can impact the production of multifamily housing, second units, emergency shelters, transitional housing, and community care facilities, all of which serve lower-income households and special needs populations. Cupertino’s zoning ordinance allows for the development of various forms of multifamily housing, second units, and small residential care homes. However, the ordinance does not identify a zone that allows for permanent emergency shelters and transitional or supportive housing by right. Pursuant to state law, the Cityamended itszoning ordinance in 2010 to allow permanent emergency shelters in the BQ zone and permit transitional and supportive housing by right. The City also formalized its reasonable accommodation request procedures to further fair housing efforts. Private sector. Despite declining home sales prices, current market prices remain anobstacle for homeownership for lower-income households in Cupertino. In addition,credit access has emerged asa real challenge for potential homebuyers. Even more affordable FHA loans and state-sponsored first-time homebuyer programs can be difficult to access for buyers, as many loan officers and realtors prefer to focus on conventional mortgages due to the time and effort 90 552 DRAFT 1/9/2012 associated with these loan products. Homeownership counselors have responded to these challenges by developing relationships with particular loan officers and agents who can assist buyers with the federal and State programs. Foreclosures have also damaged many households’ credit ratings, limiting their ability to buy a home in the future. National data shows that subprime mortgages(which have a strong tie to foreclosure) disproportionately occurred in communities of color, raising a fair housing 68 concern. According to local affordable housing developers, the availability of financing presents the biggest barrier to producing newsubsidized housing. Although the cost of land and construction have declined, the tightened credit market, and decline in State and local subsidies, have made it challenging for affordable housing developers to take advantage of lower costs. Other constraints to housing production in the City include public opinion, specifically community concerns about impacts on the school districts, traffic, and parks. Over the past several years, a number of housing developments and related planning efforts have been subject to citizen initiatives and referenda. Citizens’ concerns about the impacts of housing development, particularly higher density development, on community quality of life remain a significant potential constraint to housing development. Fair Housing Concerns Impacting Special Need Populations Affordable Housing Application Processes. Due to the requirements associated with various affordable housing funding sources, certain households may encounter difficulties in applying for subsidized housing. For example, applications can involve a large amount of paperwork and require households to provide records for income verification. In some cases, short application time frames and submittal requirements (e.g., by fax) create additional challenges. These requirements present obstacles for seniors, homeless or disabled individuals who lack access to communication systems and information networks, as well as the skills to complete and submit the necessary documentation. Elderly. Seniors often needaccessible units located in close proximity to services and public transportation. Many seniors also live on fixed incomes, making affordability a particular concern. There is a limited supplyof affordable senior housing in the City of Cupertino. In addition, local senior service providers and community workshop participants report that many subsidized housing projects serve individuals or couples only and do not accommodate caregivers. In other cases, the caregiver’s income may make the senior ineligible for the affordable unit. Persons with Disabilities. Building codes and HOME regulations require that five percent of units in multifamily residential complexes be wheelchair accessible and another two percent be 68 Losing Ground: Foreclosures in the Subprime Market and Their Cost to Homeowners.Center for Responsible Lending. December 2006. 91 553 DRAFT 1/9/2012 accessible for individuals with hearing or vision impairments. Affordable housing developers follow these requirements and provide accessible units in their buildings. Nonetheless, service providers report that demand exceeds the supply of accessible, subsidized units. In contrast to this finding, affordable housing providers report that they can have difficulty filling accessible units with disabled individuals. This points to challenges in the application and marketing process that prevent disabled individuals from finding subsidized, accessible housing when needed. Persons with disabilities face other challenges that may make it more difficult to secure both affordable or market-rate housing, such as lower credit scores, the need for service animals (which must be accommodated as a reasonable accommodation under the Fair Housing Act), the limited number of accessible units, and the reliance on Social Security or welfare benefits as a major income source. Homeless Individuals. The primary barrier to housing choice for homeless individuals is insufficient income. Interviews with service providers indicate that many homeless rely on Supplemental Security Income (SSI) or Social Security Disability Insurance (SSDI), which are too low to qualify for most subsidized programs and affordable housing developments. In addition, property managers often screen out individuals with a criminal or drug history, history of evictions, or poor credit, which effectively excludes many homeless persons. Limited English Proficiency (LEP) Individuals. Local service providers state that as financial institutions institute more stringent lending practices and outreach to minority communities has declined with the economy, LEP and undocumented individuals face greater challenges in securing a mortgage. LEP households are also more vulnerable to loan modification and foreclosure rescue scams. Furthermore, many households in the Spanish- speaking community and other LEP populations rely on a cash economy, and lack the record keeping and financial legitimacythat lenders require. 7.2Recommendations to Support Fair Housing The following policies and actions respond to the fair housing needs expressed in Section 5of the AI, and reinforce the current fair housing programs and activities described in Section 6. Access to Affordable Housing Need: Due to the requirements associated with various affordable housing funding sources, certain households may encounter difficulties in accessingsubsidized housing. For example, applications can involve a large amount ofpaperwork, require households to provide records for income verification, or have short application time frames and submittal requirements. These requirements present obstacles for homeless or disabled individuals who lack the resources and skills to complete the necessary documentation. Moreover, affordable housing providers often have difficulty filling accessible units with disabled individuals. In contrast, service providers indicate a great need for affordable accessible housing. This conflict points to barriers in the application process that prevent interested individuals from finding subsidized, accessible 92 554 DRAFT 1/9/2012 housing or a mismatch between people who need housing and when it is available. Action #1: Facilitate access to below-market-rate units. TheCity of Cupertinoshall continue to assist affordable housing developers inadvertising the availability of below-market-rate units via its website, the County’s 2-1-1 information and referral phone service, and other media outlets. The Citywill also facilitate communication between special needs service providers and affordable housing developers, to ensure that home seekers with special needs have fair access to available units. Fair Housing Services Need: The AI finds that fair housing is an ongoing concern in Cupertino. In particular, interviews with local service providers indicate that many homeseekers and landlords are unaware of federal and state fair housing laws. They also remain unfamiliar with protections offered to seniors, disabled, and other special needs populations, as well as families and protected classes. Action #2:Contract with local service providers to conduct ongoing outreach and education regarding fair housing for homeseekers, landlords, property managers, real estate agents,and lenders. Outreach will occur via training sessions, public events, jurisdictions’ websites and other media outlets, staffing at service providers’ offices, and multi- lingual flyers available in a variety public locations. Action #3:Contract with local service providers to conduct fair housing testing in local apartment complexes. The testing program looks for any evidence of differential treatment among a sampleoflocal apartment complexes. Following the test, the service provider submits findings to the City and conducts educational outreach to landlords that showed differential treatment during the test. Local Zoning Need: Cupertino’szoning requirements must comply with State law, the federal Fair Housing Act of 1968, and the Fair Housing Amendments Act of 1988. As discussed in Section 5, the City recently amended its zoning ordinance to comply with State regulations regarding emergency shelters, transitional housing, and supportive housing. The City also adopted a formal reasonable accommodation policy to accommodate the needs of persons with disabilities. Action #4:Periodically review the Zoning Ordinance to ensureregulations are consistent with fair housing laws and do not constrain housing production. If particular zoning requirements impede fair housing or housing production, the City should amend the regulations. Public Housing Need: Local Housing Authoritiesare well-versed in fair housing requirements, and aim to apply these consistently in their outreach, property management, waitlist maintenance, and tenant recruitment efforts. The following action emphasizes the need for local jurisdictions to assist 93 555 DRAFT 1/9/2012 local housing authorities in this regard. Action #6:Assist local Housing Authorities with outreach. The City of Cupertino shall continue to support the Housing Authority of the County of Santa Clara to ensure adequate outreach to minority, limited-English proficiency, and special needs populations regarding the availability of public housing and Section 8 vouchers. Outreach mayoccur via the City’s website and informational flyers in multiple languages available at public locations. Given the extended waiting lists for public housing and Section 8 programs, attention will primarily be paid to fair management of the list. LinksBetween Housing and Employment Need: Impediments to fair housing choice may occur when poor linkages exist between the locations of major employers and affordable housing. Under these conditions, persons who depend on public transportation, such as lower-income households, seniors, and disabled persons, would be more limited in their housing options. The AI finds that Cupertino’s inventory of subsidized housing isrelatively well-connected to public transportation. TheCity should continue efforts to support transit-oriented development and further improve connections between new housing and employment centers. Action #7: Plan for and encourage transit-oriented development. The City of Cupertino shall continue to plan for higher residential and employment densities where appropriate to maximize linkages between employers and affordable housing. Action #8: Facilitate safe and efficient transit routes. The Cityshall continue to work with local transit agencies to facilitate safe and efficient routes for the various forms of public transit. 94 556 DRAFT 1/9/2012 8Appendix A: Community Workshop Attendees 95 557 DRAFT 1/9/2012 Appendix A.1: CDBG Workshop Attendees September 9, 2009 -West Valley Branch Library, 1243 San Tomas Aquino Road, San José, CA 95117, 6-7:30pm NameOrganization 1AlaMalikFresh Lifelines for Youth 2Andrea OsgoodEden Housing Birku Melese, Ph.D.,Ethiopian Community Services, Inc. 3 4Carlos Garcia Fresh Lifelines for Youth 5Cesar AndaState legislature AD 23 6Ching Ming HsuehCatholic Charities 7Elaine CurranCity of SJ Early Care Elizabeth HuntIndian Health Center of Santa Clara Valley 8 9Erik Kaedingresident/student 10Gary SmithGS Lighting Design 11Georgia Bacil, Exec. Dir.Senior Adult Legal Assistance Heona LeeKorean-American Community Services (KACS) 12 James R. BruneDeaf Couns., Adv. & Referral Agency (DCARA) 13 Jan V. Chacon 14Indian Health Center of Santa Clara Valley Jane Hills, Deputy Director 15Catholic Charities Jeff BornefeldCommunity Partners for Youth, Inc. (CCPY) 16 Jenna Boyer 17The Opportunity Fund 18Judy Whittier, Dir. of Community ResourcesThe Bill Wilson Center Lee Elak 19CDHC Commissioner 20Liz GirensOpportunity Fund 21Margie Matthewsresident 22Maria SolisJapanese American Senior Housing 23Mark Johansonresident 24Michele Lew/President-CEOAsian Americans for Community Involvement 25Minh Hoang PhamCatholic Charities 26Regina AdamsCity of Mountain View 27Ronald AndersonThe Cambrian Center 28Sylvia AlvarezEvergreen School District Board Member, 29Tamon NorimotoHCDC of SJ Tom GearySecond Harvest 30 Yolanda Ungo 31Catholic Charities September 16, 2009 -Morgan Hill Community Cultural Center, 17000 Monterey Street, Morgan Hill, CA 95037, 6-7:30pm Alban Diaz 1Catholic Charities 2Dina CampeauSouth County Collaborative 3Edna Nagy Case Manager, Morgan Hill Depot CommonsCatholic Charities Day Break III resident 4Forrest Williams Jane Hills, Deputy Director 5Children, Youth and Family Development 6Jeff PedersenMorgan Hill resident + Housing Mgr. City of SC 7Joe Muellerresident 8Leah EzeohaJuvenile Probation, SCC 9Lori Mathis, Dir. of Brown Bag ProgramsSecond Harvest 10Lynn Magruder, Grants AdministratorCommunity Solutions resident 11Marilyn Roaf 12Martha Bell, Exec. DirectorSilicon Valley Independent Living Center 13Melanie VillanuevaCity of Morgan Hill Staff 14Michele SchroderSALA 15Osvaldo Maldonado, Community Programs Manager Second Harvest 16Patti Worthen, Supervisor Day BreakCatholic Charities Day Break III City of Gilroy 17Sandra Nava 18Sheryll Bejaranoresident 19Sue L Koepp-Bakerresident 20Wanda Hale, Development OfficerCatholic Charities of Santa Clara County September 23, 2009 -Sunnyvale City Hall Council Chambers, 456 West Olive Avenue, Sunnyvale, CA 94086, 3-4:30pm 1Adam MontgomerySilicon Valley Association ofRealtors Support Network for Battered Women 2Adriana Caldera 3Anna GonzalesJuvenile Probation, SCC Arely Valeriano 4Catholic Charities of Santa Clara County 96 558 DRAFT 1/9/2012 Arthur Schwartzresident 5 6Beatriz LopezSALA 7Beverly Jackson, EDRebuilding Together 8Chana PedersonCCSC 9Cindy McCormickCity of Saratoga 10Cindy StahlNOVA 11Connie Soto 12Connie VercelesCity of Sunnyvale, ED Manager Consuelo CollardThe Health Trust 13 14David RamirezOutreach 15Demi YezgiH& HS Com. 16Dennis KingHispanic Chamber of Commerce 17Desirie EscobarJPD 18Diane ShakoorCommunity Action Agency 19Dori HailuH & HS Com. 20Dorothy Heller, Exec. AssistantDayworkerCenter of Mountain View 21Edith AlamsCDD/Housing 22Elba LandaverdeCommunity Svcs. Agency of Mtn. View and Los Altos 23Eric AndersonSunnyvale HHSC 24Estella Jones, phone 408-730-5236.Sunnyvale resident 25Gerald HewittCity of Santa Clara HCD 26Ginger McClureCatholic Charities of Santa Clara County 27Greg HarrickHUD Region IX 28Hector BurgosHabitat Silicon Valley 29Hilary Barroga, Director of ProgramsEmergency Housing Consortium (EHC) 30Jesus EstradaCommunity Action Agency 31Joan Smithson, Site ManagerSenior Lunch Program 32JoAnn Cabrera, development coordinatorMayView Community Health Center 33Kathy MarxCity of Palo Alto 34Kerry Haywood, ED Moffett Park BTAMoffett Park BTA 35Laura Robichekresident 36Lynn Morisonthe bill wilson center 37Mark Robichekresident 38MatthewOsment-Dir. Strategic AlliancesInn Vision 39Nancy TivolCity of Sunnyvale-resident 40Patricia LordCity of Sunnyvale 41Perla FloresCommunity Solutions 42Pilar FurlongRed Cross of Silicon Valley 43Raul and Helen Ledesmaresidents 44Roger GawSunnyvale Chamber of Commerce 45Sarah KhanMAITRI 46Shamima Hasan, CEOMayView Community Health Center Stacy CastleYWCA Silicon Valley 47 48Susan HuffSaratoga Area Senior Coordinator 49Tom GearySecond Harvest 50Tricia UyedaWest Valley Community Services -Rotating Shelter Program 51Victor RuderSunnyvale Senior Nutrition 52Wanda Hale, Development OfficerCatholic Charities of Santa Clara County 97 559 DRAFT 1/9/2012 9Appendix B: Needs Assessment Data Sources Association of Bay Area Governments (ABAG). ABAG, the regional planning agency for the nine county San Francisco Bay Area, produces population, housing, and employment projections for the cities and counties within its jurisdiction. The projections are updated every two years. BAE used data from the 2009 ABAG Projections in this Needs Assessment. Bay Area Economics (BAE) –BAE is listed as a source simply to indicate that it is responsible for assembling the table. BAE is not the primarysource for any of the data provided in this report. All primary sources are listed in each table. Claritas, Inc. Claritas is a private data vendor that offers demographic data for thousands of variables for numerous geographies, including cities, counties, and states. Using 2000 U.S. Census data and more current American Community Survey as a benchmark, Claritas provides current year estimates for many demographic characteristics such as household composition, size, and income. This is particularly valuable given the fact that many cities have undergone significant change since the last decennial census was completed over nine years ago. BAE used Claritas data to characterize population and households and to describe housing needs. Current-year demographic data from Claritas can be compared to decennial census data from 1990 and 2000. Claritas does not publish margin of errors for their data. DataQuick Information Systems. DataQuick is a private data vendor that provides real estate information such as home sales price and sales volume trends. DataQuick also provides individual property records, which includes detailed information on property type, sales date, and sale amount. This information allowed BAE to assess the market sales price of homessold in the County. RealFacts. RealFacts, a private data vendor, provides comprehensive information on residential rental markets. Based on surveys of large apartment complexes with 50 or more units, this data includes an inventory analysis as well as quarterly and annual rent and occupancy trends. Santa Clara County Homeless Census and Survey, 2009. In January 2009, a count of homeless individuals in Santa Clara County was conducted. Concurrently, one-on- one interviews with homeless individuals were completed to create a qualitative profile of the County’s homeless population. This report provides detailed information on the size and composition of the homeless population in Santa Clara County. State of California, Department of Finance. The Department of Finance publishes annual population estimates for the State, counties, and cities, along with information on the number of housing units, vacancies, average household size, and special 98 560 DRAFT 1/9/2012 populations. The Department also produces population forecasts for the State and counties with age, sex, and race/ethnic detail. The demographic data published by the Department of Finance serves as the single official source for State planning and budgeting, informing various appropriation decisions. State of California, Employment Development Department. The Employment Development Department identifies the largest 25 private-sector employers in each County. U.S. Census Bureau. The Census Bureau collects and disseminates a wide range of data that is useful in assessing demographic conditions and housing needs. These are discussed below. Decennial Census. The 2000 Census provides a wide range of population and o housing data for the County, region, and State. The decennial Census represents a count of everyone living in the United States every ten years. In 2000, every household received a questionnaire asking for information about sex, age, relationship, Hispanic origin, race, and tenure. In addition, approximately 17 percent of households received a much longer questionnaire which included questions social, economic, and financial characteristics of their household as well as the physical characteristics of their housing unit. Although the last decennial census was conducted nine years ago, it remains the most reliable source for many data points because of the comprehensive nature of the survey. American Community Survey (ACS). The U.S. Census Bureau also publishes o the ACS, an on-going survey sent to a small sample of the population that provides demographic, social, economic, and housing information for cities and counties every year. However, due to the small sample size, there is a notable margin of error in ACS data, particularly for small-and moderately-sized communities. For this reason, BAE does not utilize ACS data despite the fact that it provides more current information than the 2000 Census. Comprehensive Housing Affordability Strategy (CHAS). CHAS provides o special tabulation data from the 2000 Census which shows housing problems for particular populations, including the elderly, low-income households, and large households. This data is used in the assessment of demand for special needs housing. Building Permits. The Census Bureau provides data on the number of residential o building permits issued by cities by building type. 99 561 DRAFT 1/9/2012 10Appendix C: Detailed Maps of Minority and Poverty Concentration 100 562 DRAFT 1/9/2012 11Appendix D: Maximum Affordable Sales Price Calculation 103 565 DRAFT 1/9/2012 12Appendix E: Special Needs and Homeless Services 106 568 PUBLICWORKS DEPARTMENT CITY HALL 1010300TORRE AVENUE • CUPERTINO, CA 95014-3255 TELEPHONE: (408)777-3354www.cupertino.org CITYCOUNCILSTAFFREPORT Meeting:January 17, 2012 Subject City’s surplus propertyonGreenleafDrive. RecommendedAction AdoptResolutionauthorizingtheCityManagertonegotiateandexecuteacontracttosellan abandonedwelllot on GreenleafDrivetothepropertyowners on theadjoining propertyat 10500 CastineAvenue. Discussion TheCityofCupertinohasownedthewelllotonGreenleafDrivesincethe1960’s.Thewellon thesitehasbeenabandonedbytheCityandisnolongerinproduction.Thepropertyisofno furtherusetotheCity,andthusmaybeconsideredsurplus.Theabandonmentoccurredover twentyyearsagowhenthewellcasingfailed.Itwasdeterminedatthattimethatthiswellwas notnecessarytosupportthecapacity ofthewatersystem.TheSantaClaraValleyWaterDistrict hasconfirmedthatthe200-foot-deepwellwasdestroyedappropriatelybybeingfilledwith concrete.TheSan JoseWaterCompany(SJWC),who bylong-termleaseoperatestheportionof theCitywatersysteminwhichthewelllotexists,hasexpressednointerestinthenon-producing welllot otherthanto beassuredthatthewaterlateral on the propertybe properlycapped. Theownersoftheadjoininglotat10500CastineAvenuehaveexpressedaninterestin purchasingthelotfromtheCity.Acquisitionofthewelllotwouldallowtheownersof10500 CastineAvenuetoextendtheirpropertyboundariesasmalldistance.Thisextensioncanbeseen ontheattachedmap. Sincethepropertyisnotbuildableandofnopracticaluse,theCityAttorneyhasadvisedstaff thatitcanbedisposedofinamannersimilartosurplusright-of-way.Thevalueofthesurplus propertycanbeestablishedbyappraisalandthepurchasepricemaybenegotiatedwiththe owners of 10500 CastineAvenue.Anauctionis not necessary. TherealestateappraisalcompanyHulberg&Associates,Inc.,submittedtotheCityasummary valuationreportforthewelllot,whichCouncil hasreviewedinclosed session. FiscalImpact Dependingontheresultsofnegotiationswiththeownersof10500CastineAvenueforthesaleof thewelllot,theCitywillrealizeagainfromtheproceedsofthesale.Inaddition,theCitywill realizea smallcost savingsby beingrelieved ofthemaintenance ofthe surplus parcel. _____________________________________ 580 Preparedby:GlennGoepfert,AssistantDirector ofPublicWorks Reviewedby: TimmBorden,Director ofPublicWorks ApprovedforSubmissionby:DavidW.Knapp,CityManager Attachments: A-DraftResolution B-Map ofWellSite 581 ATTACHMENT A RESOLUTIONNO.12- ARESOLUTIONOFTHECITYCOUNCILOFTHECITYOFCUPERTINO DECLARING ITS INTENTIONTOSELLSURPLUSREALPROPERTY, ABANDONED WELLLOTONGREENLEAFDRIVE,APN 326-41-114 WHEREAS,sincethe1960s,theCityofCupertinohasownedawelllotonGreenleaf Drive on APN 326-41-114;and WHEREAS,theSantaClaraValleyWaterDistrict,theregulatoryauthorityinthiscase, hasconfirmedthatthewell has beenformallydestroyedand officially no longerexists;and WHEREAS,thewellonthesitehasbeenabandonedbytheCityandisnolongerin production,sothatthepropertyisofnofurtherusetotheCity,andthusmaybeconsidered surplus;and WHEREAS,theownersoftheadjoininglotat10500CastineAvenuehaveexpressedan interestin purchasingthewelllotfromtheCity. NOW, THEREFORE,BEITRESOLVED THAT THECITYCOUNCILHEREBY a.ApprovesafindingthattheabandonedCitywelllotonGreenleafDriveonAPN 326-41-114is of no further usetotheCityandmaybeconsidered surplus;and b.Declaresitsintentionto sell said surplus property;and c.AuthorizestheCityManagertotakeall necessaryassociatedactions. PASSEDANDADOPTEDattheregularmeetingoftheCityCounciloftheCityof th Cupertinothis 17 dayofJanuary 2012, bythefollowing vote: VoteMembers oftheCityCouncil AYES: NOES: ABSENT: ABSTAIN: ATTEST:APPROVED: ________________________________________________ GraceSchmidt,ActingCityClerkMarkSantoro, Mayor 582 ATTACHMENTB . Subject:City'spropertyonGreenleafDrive. RecommendedAction:AdoptResolutionNo.11-____declaringpropertyassurplusand authorizingCityManagertonegotiateandexecutecontracttosellproperty. 583 PARKS AND RECREATION DEPARTMENT CITY HALL 10 10UPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3110 www.cupertino.org CITY COUNCIL STAFF REPORT Meeting: January 17, 2012 Subject Authorize City Manager to conduct a Request for Qualifications process for tennis instruction at the Cupertino Sports Center. Recommended Action Staff recommends that the City Council authorize the City Manager to conduct a Request for Qualifications process for the provision of tennis instruction at the Cupertino Sports Center. Description Tennis instruction is an important program at the Cupertino Sports Center. It is very popular with Sports Center members. In FY2010/2011, there were 5206 participant transactions and a resulting profit for the Sports Center of $243,226 tennis instruction contractor since 1994. The partnership between Lifetime Tennis and the Cupertino Sports Center has been a positive one. However, staff felt it prudent to conduct a Request for Qualifications process to learn if other qualified providers might be interested in submitting a proposal. Discussion A Request for Qualifications (RFQ) process seeks to find the most qualified vendor for a particular service. Once the most qualified vendor is found, negotiations will begin regarding an agreement. Tennis instruction at the Cupertino Sports Center is a very important part of the most qualified provider of tennis instruction possible. The RFQ will be sent directly to all tennis instruction providers in northern California. The list of providers has been developed by contacting other departments and agencies, and the California Parks and Recreation Society (CPRS). Staff will also post the RFQ on the Parks and If Council approves this process, the RFQ will go out on January 18, 2012 with a due date of February 1, 2012. Prospective providers that meet the qualifications will be interviewed and references checked. Once a preferred provider is selected, staff will negotiate an agreement. The agreement would return to Council for discussion and action in March 2012. The current agreement expires June 30, 2012. 584 A copy of the Request for Qualifications is attached to this report as Attachment A. The RFQ Sustainability Impact N/A Fiscal Impact The Cupertino Sports Center is an enterprise fund and does not receive General Fund support. The Sports Center is projected to generate $1,763,000 in revenue in FY 2011/12. With close to $245,000 coming in from tennis instruction, it is a significant part of the overall revenue stream. Therefore, it is important to have a viable tennis instruction program in place. Lifetime Tennis is highly regarded and is already in negotiations with a neighboring city. Staff is has developed a straightforward request for qualifications and a process that will move quickly. Staff is hopeful that Lifetime Tennis will respond to the RFQ. _____________________________________ Prepared by: Mark Linder, Director, Parks and Recreation Reviewed by: Donna Henriques, Administrative Assistant Approved for Submission by: David W. Knapp, City Manager Attachments: Attachment A Request for Qualifications 585 586 587 588 CITYCOUNCILSTAFFREPORT Meeting:January 17, 2012 Subject:Councilassignmentsforlocalandregional organizationsandagencies. NOWRITTEN MATERIALSINPACKET 589