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CC Exhibit 08-02-2016 Item No. 1 Economic Development Strategic PlanDraft Economic Development Strategic Plan City of Cupertino City Council August 2, 2016 Economic Development Strategic Plan: Focus on Businesses in Cupertino Regional and local economic trends: employment, industries, businesses Retail trends and implications for Cupertino businesses Impact of businesses on City’s fiscal health Opportunities for maximizing the value of what is already here Implementation strategies for City and partners Process Research & Analysis, Stakeholder Interviews Jan -Dec 2015 Community Workshop August 2015 Draft Economic Background Report October 2015 Final Economic Background Report January 2016 Draft Strategic Plan Summer 2016 Economic Development Opportunities Research and Community Feedback Location at the heart of Silicon Valley Educated, highly skilled workforce Excellent quality of life and school district Thriving technology sector Magnet for small firms and start-ups Strong demographics for new retail Healthy fiscal position Economic Development Challenges Research and Community Feedback Highly competitive retail environment Challenging market for independent retailers Lack of affordable office spaces for small and midsize firms that are expanding Lack of diversity in revenues for City’s General Fund Concerns about protecting quality of life Key Issues for EDSP to Address Issue A: Support Growth of Small and Midsize Businesses Issue B: Retail Support and Development Issue C: Place-Making and Connectivity Issue D: Hospitality Issue E: Marketing Three Categories of Action Items •Require only small amounts of additional staff time. Category 1 Actions •Require significant staff time and/or legislative action. Category 2 Actions •Require additional budget allocation. Category 3 Actions Strategy 1. Facilitate the development of new office and industrial/flex space for small and midsize companies to expand in Cupertino. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •1.1: Increase allocation for office development for mid-size businesses in the 20,000-100,000 sq. ft. range. •1.2: Create a new development allocation category for innovation space. •1.3: Consider establishing a new “Innovation District” in the Bubb Road and/or Bandley Drive/Valley Green Drive areas. •1.4: Review and update land uses in the zoning designations related to Office and Industrial uses to adapt to current and future business needs. •1.5: Allow for the conversion of underutilized ground floor retail space to office space. Category 2 Actions Strategy 1. Examples of Branded Innovation Districts A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •The Gate in San Leandro repurposes underutilized industrial space for a “maker” space where a community of artists, product designers, and light manufacturers work side-by- side. •The Fremont Innovation District is a cluster of advanced manufacturing clean tech companies. Image: bizjournals.com Image: thinksiliconvalley.com Strategy 2. Support development of business incubator, accelerator, coworking , shared, and "on-demand" workplaces. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •2.1: Allow for the conversion of underutilized ground floor retail space to incubator or coworking uses. Category 2 Actions •2.2: Seek out partnerships for developing a new small business incubator or accelerator, and consider contributing City funds if needed. Category 3 Actions Strategy 2: Examples of business incubator and “co-working” spaces A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •WeWork and NextSpace are privately funded co-working spaces who tout the benefits of connecting with other innovators and creative enterprises. •The San Jose BioCube is a 100% self sufficient business incubator providing facilities for life science, nanotech, and cleantech startup companies. Image: wework.com Image: sanjosebiocube.com Strategy 3. Continue and strengthen visitation and outreach programs for small and midsize businesses (fewer than 250 employees). A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •3.1: Provide assistance to new and expanding businesses with obtaining needed permits and licenses from the City and other agencies. •3.2: Identify growing, small and midsize companies that are at risk of moving out of Cupertino as they expand, and focus existing business retention efforts on these companies. •3.3: Work with local brokers to match growing companies to space in Cupertino. •3.4: Conduct an online survey of existing businesses to determine key advantages and disadvantages of doing business in Cupertino. Category 1 Actions •3.5: Conduct regular outreach to growing small and midsize businesses to determine what services would help them expand in Cupertino, including individual visits, roundtables or focus groups, and citywide events. Category 2 Actions Strategy 4. Develop a cohesive business support network offering technical assistance and access to financing, with a focus on enabling growing businesses to stay in Cupertino. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •4.1: Explore additional opportunities to connect small businesses with existing micro-credit providers or other small business lenders. Category 1 Actions •4.2: Partner with technology programs at De Anza College and/or local high schools to offer assistance to Cupertino businesses, such as support in building websites and applications. •4.3: Establish the City of Cupertino as a Kiva Zip trustee to find and endorse local businesses seeking to borrow money on the Kiva Zip website. Category 2 Actions •4.4: Contract with business assistance providers to provide targeted services to Cupertino businesses, or hire staff and provide services in-house. •4.5: Provide seed capital to start a revolving loan fund to provide small loans for small and midsize businesses in Cupertino for business expansion and other business needs. Category 3 Actions Strategy 4: Examples of Financial and Technical Assistance to Small Businesses A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •The City of Oakland is a trustee participating on the Kiva Zip microfinancing platform. •The City uses local billboard advertising to promote the program. •The Berkeley Revolving Loan Fund grants loans of up $35,000 to small businesses that would otherwise not qualify for bank loans. •The Small Business Development Centers of Northern California are a network of business assistance offices, •Includes a handful of special strategic initiatives, such as the Tech Futures Group in Berkeley Image: Strategic Economics Image: http://www.ci.berkeley.ca.us/oed Image: http://www.techfuturesgroup.org/ Strategy 5. Work with retail property owners and tenants to revitalize and upgrade aging shopping centers on Stevens Creek Boulevard. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •5.1: Provide incentives in key locations for upgrading or intensifying retail and/or replacing retail with mixed-use development. •5.2: Develop design standards for retail space in mixed-use developments to ensure that new retail space contributes to the desired look and feel of the community, and functions well for retailers. •5.3: Conduct outreach to Stevens Creek property and business owners to explore the potential to form a BID or PBID on all or part of the Stevens Creek corridor, to fund marketing, landscaping, maintenance, and/or other local needs. Category 2 Actions •5.4: Provide grants or loans to retail property owners and/or tenants to encourage them to upgrade their façades. Category 3 Actions Strategy 5. Examples of Pedestrian-Oriented Retail Districts A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing Characteristics of successful pedestrian-oriented retail districts: •Concentration of retail within a convenient walking distance •Pedestrian-friendly atmosphere •High concentration of restaurants •Comprehensive parking management strategies •Active merchants’ associations Downtown Burlingame Image: Strategic Economics Downtown Mountain View Image: Strategic Economics Downtown Los Gatos Image: City of Los Gatos Strategy 5. Examples of Façade Improvement Programs A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •The City of Santa Cruz Façade Improvement Program makes grants for up to $10,000, plus matching grants. •Improvements can include painting, public safety lighting, anti-graffiti measures, signs, awnings, and landscaping. •The City of Dublin reimburses up to 50% of net new sales tax following physical improvements made under its Sales Tax Reimbursement Program. •Reimbursements are made for five or ten years and can cover up to 100% of the cost of the improvements. Image: Economic Development and Redevelopment Department, City of Santa Cruz Image: http://www.simon.com/mall/stoneridge-shopping- center Strategy 6. Support emerging restaurant, entertainment, and shopping clusters that serve as destinations for workers, residents, and visitors. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •6.1: Work with brokers and retail site selection professionals to market Cupertino to desired tenants, such as high-end restaurants and comparison retailers, and match retailers with appropriate sites in Cupertino. Category 1 Actions •6.2: Create a marketing campaign to increase awareness of local retailers and service providers among workers employed at Cupertino businesses. •6.3: Seek out social media partnerships to promote shopping local. Category 2 Actions Strategy 6. Examples of Social Media Partnerships and Marketing Campaigns A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •In 2012, Yelp asked users to pledge to support small businesses for the holiday shopping season and sponsored events to promote local retailers. •American Express Shop Small assists small businesses with marketing materials. •“Neighborhood Champions” are local associations that organize promotional events under the program. Image: yelp.com Image: www.americanexpress.com Strategy 7. Develop policies for regulating food trucks and other mobile services, including the types of mobile services that are permitted, the locations and times when they may operate, and measures for mitigating environmental, traffic, and other impacts. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •7.1: Work with Chamber of Commerce to reach out to mobile service vendors, ensure that they aware of existing local and state laws and regulations, and involve them in Chamber activities. Category 1 Actions •7.2: Conduct outreach to Cupertino residents and the local business community on appropriate locations and regulations for mobile services. •7.3: Develop policies to allow and manage mobile service vendors, which may include a new licensing and/or permitting process. Category 2 Actions Strategy 7. Examples of Mobile Services Regulations A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •Mountain View developed regulations and a streamlined permitting process meant to protect against public safety hazards and traffic congestion. •Regulations include minimum distances from schools, limits on time and congregation of trucks, and a ban in the downtown core. •Fremont Street Eats is a weekly event managed by the local Chamber of Commerce which brings pedestrian traffic into Fremont’s underutilized downtown. Image: yelp.com Image: Fremont Chamber of Commerce Strategy 8. Invest in public realm improvements to support the development of the City’s commercial/retail and mixed-use areas as pedestrian-oriented corridors that serve as welcoming gateways to Cupertino and provide a variety of community gathering spaces. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •8.1: Support community programming at activity centers along major corridors. Category 1 Actions •8.2: Develop an implementation plan for improving major corridors such as Stevens Creek Boulevard, including identifying phasing and specific funding sources for planned improvements. •8.3: Pursue grants for streetscape and other improvements as they become available. Category 2 Actions •8.4: Allocate funds in the City's capital improvement program to implement landscaping, pedestrian, and other infrastructure improvements envisioned in the Heart of the City Specific Plan and other Conceptual Plans. Category 3 Actions Strategy 9. Support local and regional transportation improvements that improve transit, pedestrian and bicycle connections to employment and activity centers in Cupertino. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •9.1: Work with major employers to leverage corporate transportation programs (e.g., shuttles, bike share) to benefit the community as a whole. Category 1 Actions •9.2: Work with regional and county agencies to explore new funding sources for local and regional transit improvements. •9.3: Pursue grants for high priority transportation projects as they become available. •9.4: Prioritize investments in bicycle, pedestrian, and other transportation improvements that connect workers and workplaces with local retailers. •9.5: As part of the approvals process for large commercial development projects, design a community benefits policy that encourages projects to provide transportation demand management programs, potentially including a community shuttle. Category 2 Actions Strategy 10. Provide adequate hotel rooms and event venues to support the City's General Fund and meet business needs. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •10.1: Monitor the need for additional hotel rooms and meeting space. Category 1 Actions •10.2: Consider increasing allocation for new hotel development, prioritizing proposals that include ample meeting and event space for businesses and community use. Category 2 Actions Strategy 11. Develop an integrated approach to marketing Cupertino to brokers, business owners, and others as a center for innovation and the heart of Silicon Valley. A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing •11.1: Update the City's marketing materials with current economic data. •11.2: Update the Economic Development and business-related webpages as part of the City's overall website redesign. •11.3: Expand the resources available on the Economic Development website by providing links to or embedding maps and information from other relevant websites. Category 1 Actions •11.4: Partner with other West Valley cities to develop a common message and coordinate marketing efforts. Category 2 Actions •11.5: Develop a brand identity focused on economic development (logo, wordmark, and colors). •11.6:Redesign the Economic Development website, “Cupertino Business Buzz” electronic business newsletter, and other marketing efforts with a consistent brand. Category 3 Actions Strategy 11. Examples of Branding and Marketing Initiatives A: Business Growth B: Retail C: Placemaking D: Hospitality E: Marketing Image: thinksiliconvalley.com Image: sjeconomy.com Image: choosesantacruz.com Branding and Marketing in Fremont, Santa Cruz, and San Jose. •Websites tend to have: •A contemporary design with visual appeal •A prominent brand message •Vivid imagery •Evolving content Questions? Background Report Findings Community Feedback What We Heard: Economic Assets and Opportunities Location at the heart of Silicon Valley Excellent freeway access Highly competitive tech sector Highly educated and politically active residents Excellent school district and quality of life What We Heard: Issues for Economic Development Limited opportunities for clothing and other specialty goods shopping and entertainment Independent retailers and other small businesses struggle with high costs Predominance of a single employer Protecting quality of life is critical Fiscal Health Fiscal Health: General Fund (GF) Revenues Sales Taxes 30% Property Taxes 24%Other Taxes* 2% Hotel Taxes (TOT) 7% Charges for Services 15% Utility Tax 5% Other** 17% *Includes business license taxes, construction taxes, and property transfer taxes ** Includes franchise fees, licenses and permits, use of money and property, fines and forfeitures, intergovernmental, and miscellaneous revenues. Source: City of Cupertino 2014-15 Adopted Budget General Fund revenues fluctuate with economic cycles Growth in jobs, population, and investment has resulted in increased property tax, hotel tax, and sales tax revenues Apple accounted for 18% of GF revenues (FY 2012-2013) Fiscal Health: General Fund Expenditures Public Works 25% Planning and Community Development 21% Law Enforcement 17% Non Departmental* 13% Recreation Community Services 10% Other** 14% *Includes debt service and transfers to other funds, primarily to fund capital project costs. **Includes Administration, Administrative Services, City Council and Commissions, and Public Affairs. Source: City of Cupertino 2015-16 Adopted Budget. About 40% of expenditures are dedicated to resident and community services. Staffing levels have been fairly steady over time (2.8 to 3.0 FTE per 1,000 residents) Employment and Industry Trends Employment and Industry Trends: South Bay Employment 0.0% 2.0% 4.0% 6.0% 8.0% 10.0% 12.0% 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 19 9 0 19 9 1 19 9 2 19 9 3 19 9 4 19 9 5 19 9 6 19 9 7 19 9 8 19 9 9 20 0 0 20 0 1 20 0 2 20 0 3 20 0 4 20 0 5 20 0 6 20 0 7 20 0 8 20 0 9 20 1 0 20 1 1 20 1 2 20 1 3 20 1 4 Un e m p l o y m e n t R a t e Em p l o y m e n t Employment Unemployment Rate Source: State of California Employment Development Department, 2015 South Bay Employment Trends, 1990-2014 Employment and Industry Trends: Cupertino Job Growth Source: US Census ZIP Code and County Business Patterns, 2013 Total Employment in Cupertino and as a Percentage of South Bay 0.0% 0.5% 1.0% 1.5% 2.0% 2.5% 3.0% - 5,000 10,000 15,000 20,000 25,000 30,000 35,000 1998 2004 2007 2010 2012 2013 Pe r c e n t o f S o u t h B a y Em p l o y m e n t Total Cupertino Employment Cupertino % of South Bay Cupertino’s share of South Bay jobs rose from 2.2%in 1998 to 2.6%in 2013. Large Employers: Professional/ Technical Services & Education Sources: City of Cupertino CAFR; US Census ZIP Code and County Business Patterns, 2012 Employer Sector Employees % of City Employment Apple Professional & Technical Services 15,000 47% Cupertino Union School District Education 1,597 5% Foothill/DeAnza Community College District Education 1,183 4% Fremont Union High School District Education 961 3% Seagate Technology LLC Professional & Technical Services 500 2% Affymax Inc Professional & Technical Services 304 1% Pegasystems (formerly Chordiant)Professional & Technical Services 285 1% Trend Micro Inc Professional & Technical Services 250 1% Health Care Center at the Forum Health 250 1% Employers in Cupertino with more than 250 Employees, 2013 Firms with Fewer than 250 Employees Cupertino and South Bay Small and Midsize Businesses: Strength in Professional and Technical Services Sectors 0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50% Pr o f e s s i o n a l & T e c h n i c a l Se r v i c e s ( a ) He a l t h Ot h e r ( b ) Re s t a u r a n t s Tr a n s p o r t a t i o n & D i s t r i b u t i o n ( c ) Re t a i l Ed u c a t i o n Ma n u f a c t u r i n g Ac c o m m o d a t i o n & En t e r t a i n m e n t Pe r c e n t o f S m a l l a n d M i d s i z e B u s i n e s s e s Cupertino South Bay Sources: US Census ZIP Code and County Business Patterns, 2012 21%of small and midsize businesses in Cupertino are in high tech. Small and Midsize Businesses : Many Local Firms are Very Small (1-4 Workers) Source: US Census ZIP Code and County Business Patterns, 2012 Percent of Total Firms by Firm Size, Firms with Fewer than 250 Employees 0% 10% 20% 30% 40% 50% 60% 70% 1 to 4 5 to 9 10 to 19 20 to 49 50 to 99 100 to 249 Pe r c e n t o f T o t a l E s t a b l i s h m e n t s Number of Employees Cupertino South Bay Competitive Position: Opportunities and Challenges Growing job base Major technology employers Concentration of small and midsize professional and technology firms Attractive business climate for small entrepreneurs and startups Few small and midsize manufacturing businesses Challenging environment for midsize firms Opportunities:Challenges: Office Sector Office Sector: Cupertino Outperforms Other Communities in West and East Silicon Valley Source: Silicon Valley 1Q15 Office Market, Newmark Cornish & Carey, 2015; Colliers International, Q1 2015; Strategic Economics, 2015. 2.3% 8.9% 4.0% 1.1% 4.5% 2.1% 4.3% 6.3% 13.1%13.1%11.1% 8.7% Cu p e r t i n o Ca m p b e l l Lo s G a t o s Sa r a t o g a Me n l o Pa r k Mo u n t a i n Vi e w Pa l o A l t o Su n n y v a l e Sa n t a C l a r a Sa n J o s e Mi l p i t a s To t a l Si l i c o n Va l l e y Vacancy Rate, Q1 2015 West Valley North Valley East Valley $4.65 $3.48 $3.46 $2.76 $8.10 $5.53 $6.85 $4.41 $3.69 $2.79 $2.15 $3.67 Cu p e r t i n o Ca m p b e l l Lo s G a t o s Sa r a t o g a Me n l o P a r k Mo u n t a i n Vi e w Pa l o A l t o Su n n y v a l e Sa n t a C l a r a Sa n J o s e Mi l p i t a s To t a l Si l i c o n Va l l e y Average Monthly Asking Rent, Q1 2015 (per sq. ft., full service) West Valley North Valley East Valley Office Sector: Low Vacancy Rates and Limited Turnover Limit Opportunities for Businesses to Expand in Cupertino Source: Silicon Valley 1Q15 Office Market, Newmark Cornish & Carey, 2015. Number of Deals by Building Size, 2014 Office Sector: Development Planned, Proposed, and Under Construction Market Square Feet Percent of Total Cupertino Apple Campus II 3,400,000 9% Main Street 260,000 1% Vallco*2,000,000 5% Total 5,660,000 16% Other West Valley Campbell 170,000 0% Los Gatos 433,000 1% Saratoga 0 0% Total 603,000 2% Other Santa Clara County Mountain View 10,230,000 28% Sunnyvale 4,828,000 13% Santa Clara 5,870,000 16% San Jose 9,264,000 25% Total 30,192,000 83% Total 36,455,000 100% * The Cupertino General Plan allows for up to 2 million square feet of office to be built at Vallco; the amount of office area included in the final development plan may change. Source: City of Cupertino, 2015; New Development Report Q1 2015, Newmark Cornish & Carey, 2015; Strategic Economics 2015. Major Employment Locations Competitive Position: Opportunities and Challenges Premier office location High-quality office stock Access to skilled labor Access to venture capital Predominance of a single tenant Limited availability and turnover of midsize spaces Opportunities:Challenges: Retail and Hotel Retail Sector: National and Regional Trends Internet sales growing 3X faster than brick-and-mortar Fastest growth in restaurants, grocery stores, personal and business services Limited new retail construction occurring in the Bay Area Growth of mobile services Trade area demographics Competitors in trade area Location and design of shopping center Storefront width and depth Accessibility and visibility Construction costs Anchors and other tenants Rent costs and deal structure Retail Sector: Factors that Impact Retail Location Decisions Retail Sector: Cupertino’s Unique Demographics Household spending is higher than U.S. average, especially for day care, education, leisure, apparel Majority of households are families with children High numbers of young professionals and middle- aged couples without kids “Young Digerati”: 21% “Movers and Shakers”: 6% “Bohemian Mix”: 6% Retail Sector: Sales in Cupertino have fallen by 17 percent since 2005 Source: MuniServices, 2015; Strategic Economics, 2015. Estimated Retail Sales in Cupertino (Millions of 2014 Dollars) $763 $632 2005 2014 $2,190 $854 $602 $1,254 $1,409 $1,387 $1,989 $1,407 $88 $489 $594 $755 $1,323 $1,762 $2,402 $4,054 Motor Vehicles and Parts Building Materials Grocery & Other Food Stores Clothing Gasoline Stations General Merchandise Stores Restaurants Other Retail* Per Capita Retail Sales Cupertino Santa Clara County *Includes pharmacies, health and personal care, office supplies, sporting goods, books, and other misc. stores. Sources: BOE, 2013; California Department of Finance, 2015 Retail Sector: Strongest Sales are in Neighborhood-Serving Categories Non-retail per capita sales (business to business) are 3x higher in Cupertino than in the County Retail Sector: Highest Performance Nodes are in Anchored Centers, but Strip Centers Provide Affordable Space for Independent Retailers Source: MuniServices, 2015; Strategic Economics, 2015. Shopping Center Performance in Stevens Creek Corridor Retail Performance : Homestead Square Sales Have Spiked Since Redevelopment Sources: MuniServices, 2015; Strategic Economics, 2015. $0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 $0 $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000 2013 Q1 2013 Q2 2013 Q3 2013 Q4 2014 Q1 2014 Q2 2014 Q3 Sa l e s T a x R e v e n u e s Es t i m a t e d S a l e s Estimated Sales Sales Tax Revenues Homestead Square Shopping Center: Estimated Quarterly Sales and Sales Tax Revenues, 2013-2014 Hotel Sector: High Room and Occupancy Rates, Driven by Business Travel Room Occupancy by Day of Week Cupertino, Aug 2012 to Jul 2013 Existing Under Construction Marriot Residence Inn (Main Street) •180 rooms Hyatt House Hotel (Vallco Park) •148 rooms TBD (Marina Plaza) •122 rooms TBD (The Oaks) •200 rooms Source: BAE Market Study, 2014 Proposed Competitive Position: Opportunities and Challenges Strong local buying power Many neighborhood-and business-serving retailers New investment underway Declining sales and stagnating sales tax revenues Highly competitive retail trade area Inventory of older strip retail centers Opportunities:Challenges: