HomeMy WebLinkAbout2025-02-24 City Council Agenda PacketCITY COUNCIL
Regular Meeting
Monday, February 24, 2025
Council Chambers & Hybrid
5:30 PM
Palo Alto City Council meetings will be held as “hybrid” meetings with the option to attend by
teleconference or in person. Information on how the public may observe and participate in the
meeting is located at the end of the agenda. The meeting will be broadcast on Cable TV
Channel 26, live on YouTube https://www.youtube.com/c/cityofpaloalto, and streamed to
Midpen Media Center https://midpenmedia.org.
VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/362027238)
Meeting ID: 362 027 238 Phone:1(669)900‐6833
PUBLIC COMMENTS
General Public Comment for items not on the agenda will be accepted in person for up to three
minutes or an amount of time determined by the Chair. General public comment will be heard
for 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.
Public comments for agendized items will be accepted both in person and via Zoom for up to
three minutes or an amount of time determined by the Chair. Requests to speak will be taken
until 5 minutes after the staff’s presentation or as determined by the Chair. Written public
comments can be submitted in advance to city.council@CityofPaloAlto.org and will be provided
to the Council and available for inspection on the City’s website. Please clearly indicate which
agenda item you are referencing in your subject line.
PowerPoints, videos, or other media to be presented during public comment are accepted only
by email to city.clerk@CityofPaloAlto.org at least 24 hours prior to the meeting. Once received,
the Clerk will have them shared at public comment for the specified item. To uphold strong
cybersecurity management practices, USB’s or other physical electronic storage devices are not
accepted.
Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks,
posts, poles or similar/other type of handle objects are strictly prohibited; (2) the items do not
create a facility, fire, or safety hazard; and (3) persons with such items remain seated when
displaying them and must not raise the items above shoulder level, obstruct the view or
passage of other attendees, or otherwise disturb the business of the meeting.
TIME ESTIMATES
Listed times are estimates only and are subject to change at any time, including while the
meeting is in progress. The Council reserves the right to use more or less time on any item, to
change the order of items and/or to continue items to another meeting. Particular items may be
heard before or after the time estimated on the agenda. This may occur in order to best manage
the time at a meeting or to adapt to the participation of the public.
CALL TO ORDER
SPECIAL ORDERS OF THE DAY (5:30 ‐ 5:40 PM)
1.Proclamation Expressing Appreciation for June Fleming
AGENDA CHANGES, ADDITIONS AND DELETIONS
PUBLIC COMMENT (5:40 ‐ 6:10 PM)
Members of the public may speak in‐person ONLY to any item NOT on the agenda. 1‐3 minutes depending on number of
speakers. Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of the
agenda.
COUNCIL MEMBER QUESTIONS, COMMENTS, ANNOUNCEMENTS (6:10 ‐ 6:15 PM)
Members of the public may not speak to the item(s).
CONSENT CALENDAR (6:15 ‐ 6:20 PM)
Items will be voted in one motion unless removed from the calendar by three Council Members.
2.Approval of Minutes from February 3, 2025, February 4, 2025, and February 10, 2025
Meeting
3.Authorize Transmittal of the 2024 Comprehensive Plan Annual Progress Report to the
Office of Planning and Research and the 2024 Housing Element Annual Progress Report
to the Department of Housing and Community Development.
4.Approval of two Professional Services Contracts 1) Fairbank, Maslin, Maullin, Metz and
Associates (C25193598) in an Amount Not to Exceed $126,225 for Cubberley Project
Public Opinion Research Services for a Period of 20 Months, 2) The Lew Edwards
Group(C25193673) in an Amount Not to Exceed $138,375 for Public Communication
Consulting Services related to the November 2026 General Obligation Bond Ballot
Measure for a Period of 20 Months, and Approval of Budget Amendments in the General
Fund and the Cubberley Property Infrastructure Fund; CEQA Status ‐ Not a Project
5.Authorization to Execute an Amendment to Legal Services Contract Number S23186556
with Law Office of Clare Gibson in the Amount of $75,000 for Construction Claims
Dispute Resolution and Defense regarding the Public Safety Building, for a Total Not‐to‐
Exceed Amount of $310,000; CEQA Status – Not a Project.
6.Approval of Use of City Facilities and Staff Time to Support Santa Clara Valley
Transportation Authority Palo Alto Mobility Hub Meetings and Peninsula Corridor Joint
Powers Board/Caltrain Board of Directors Meeting; CEQA status – not a project.
7.SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section
18.08.040 of the Palo Alto Municipal Code (The Zoning Map) to Change the Classification
of Property Located at 3265 El Camino Real from Service Commercial (CS) Zone to
Planned Community Zone (PC) for the Construction of a 100 Percent Affordable Housing
Project (FIRST READING: February 10, 2025, PASSED 7‐0)
CITY MANAGER COMMENTS (6:20 ‐ 6:35 PM)
BREAK (15 MINUTES)
ACTION ITEMS (Item 8: 6:50 ‐ 7:30 PM, Item 9: 7:30 ‐ 9:00 PM, Item 10: 9:00 ‐ 10:30 PM)
Include: Report of Committees/Commissions, Ordinances and Resolutions, Public Hearings, Report of Officials, Unfinished
Business and Council Matters.
8.Colleague’s Memo: Proposed Adoption of a Resolution Underscoring Council’s
Commitment to Sustaining Palo Alto Values and Interests in the Face of Trump
Administration Actions
9.Discuss the FY 2025 Mid‐Year Budget Review and Approve 1) FY 2025 Budget
Amendments in Various Funds and 2) Amendments to the FY 2025 Table of Organization
to add 2.00 Full Time Equivalent (FTE) Positions and Eliminate 1.00 FTE Position and 3)
Authorize overstrength of 1.00 FTE Fire Captain. CEQA Status – Not a Project.
10.Approval of the 2025 City Council Priority Objectives, as well as Committee Objectives
and Workplans. CEQA Status ‐‐ Not a Project. Supplemental Report
ADJOURNMENT
INFORMATION REPORTS
Information reports are provided for informational purposes only to the Council and the public but are not listed for action
during this meeting’s agenda.
11.City of Palo Alto Monthly Investment Report January 2025 (Unaudited)
12.Investment Activity Report for the Second Quarter, Fiscal Year 2025
13.Accessory Dwelling Unit (ADU) ‐ 2024 Year End Report
14.Item 10 Supplemental Report
OTHER INFORMATION
Standing Committee Meetings this week
Public Comment Letters
Schedule of Meetings
PUBLIC COMMENT INSTRUCTIONS
Members of the Public may provide public comments to teleconference meetings via email,
teleconference, or by phone.
1. Written public comments may be submitted by email to city.council@cityofpaloalto.org.
2. For in person public comments please complete a speaker request card located on the
table at the entrance to the Council Chambers and deliver it to the Clerk prior to
discussion of the item.
3. Spoken public comments for agendized items using a computer or smart phone will
be accepted through the teleconference meeting. To address the Council, click on the link
below to access a Zoom‐based meeting. Please read the following instructions carefully.
You may download the Zoom client or connect to the meeting in‐ browser. If using
your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 ,
Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in
older browsers including Internet Explorer. Or download the Zoom application onto
your smart phone from the Apple App Store or Google Play Store and enter in the
Meeting ID below.
You may be asked to enter an email address and name. We request that you
identify yourself by name as this will be visible online and will be used to notify you
that it is your turn to speak.
When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will
activate and unmute speakers in turn. Speakers will be notified shortly before they
are called to speak.
When called, please limit your remarks to the time limit allotted. A timer will be
shown on the computer to help keep track of your comments.
4. Spoken public comments for agendized items using a phone use the telephone number
listed below. When you wish to speak on an agenda item hit *9 on your phone so we
know that you wish to speak. You will be asked to provide your first and last name before
addressing the Council. You will be advised how long you have to speak. When called
please limit your remarks to the agenda item and time limit allotted.
CLICK HERE TO JOIN Meeting ID: 362‐027‐238 Phone: 1‐669‐900‐6833
Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public
programs, services and meetings in a manner that is readily accessible to all. Persons with
disabilities who require materials in an appropriate alternative format or who require auxiliary
aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at
(650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or
accommodations must be submitted at least 24 hours in advance of the meeting, program, or
service.
California Government Code §84308, commonly referred to as the "Levine Act," prohibits an
elected official of a local government agency from participating in a proceeding involving a
license, permit, or other entitlement for use if the official received a campaign contribution
exceeding $500 from a party or participant, including their agents, to the proceeding within the
last 12 months. A “license, permit, or other entitlement for use” includes most land use and
planning approvals and the approval of contracts that are not subject to lowest responsible bid
procedures and have a value over $50,000. A “party” is a person who files an application for, or
is the subject of, a proceeding involving a license, permit, or other entitlement for use. A
“participant” is a person who actively supports or opposes a particular decision in a proceeding
involving a license, permit, or other entitlement for use, and has a financial interest in the
decision. The Levine Act incorporates the definition of “financial interest” in the Political
Reform Act, which encompasses interests in business entities, real property, sources of income,
sources of gifts, and personal finances that may be affected by the Council’s actions. If you
qualify as a “party” or “participant” to a proceeding, and you have made a campaign
contribution to a Council Member exceeding $500 made within the last 12 months, you must
disclose the campaign contribution before making your comments.
1 February 24, 2025
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
CITY COUNCILRegular MeetingMonday, February 24, 2025Council Chambers & Hybrid5:30 PMPalo Alto City Council meetings will be held as “hybrid” meetings with the option to attend byteleconference or in person. Information on how the public may observe and participate in themeeting is located at the end of the agenda. The meeting will be broadcast on Cable TVChannel 26, live on YouTube https://www.youtube.com/c/cityofpaloalto, and streamed toMidpen Media Center https://midpenmedia.org.VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/362027238) Meeting ID: 362 027 238 Phone:1(669)900‐6833PUBLIC COMMENTSGeneral Public Comment for items not on the agenda will be accepted in person for up to threeminutes or an amount of time determined by the Chair. General public comment will be heardfor 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.Public comments for agendized items will be accepted both in person and via Zoom for up tothree minutes or an amount of time determined by the Chair. Requests to speak will be takenuntil 5 minutes after the staff’s presentation or as determined by the Chair. Written publiccomments can be submitted in advance to city.council@CityofPaloAlto.org and will be providedto the Council and available for inspection on the City’s website. Please clearly indicate whichagenda item you are referencing in your subject line.PowerPoints, videos, or other media to be presented during public comment are accepted onlyby email to city.clerk@CityofPaloAlto.org at least 24 hours prior to the meeting. Once received,the Clerk will have them shared at public comment for the specified item. To uphold strongcybersecurity management practices, USB’s or other physical electronic storage devices are notaccepted.Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks,posts, poles or similar/other type of handle objects are strictly prohibited; (2) the items do notcreate a facility, fire, or safety hazard; and (3) persons with such items remain seated whendisplaying them and must not raise the items above shoulder level, obstruct the view orpassage of other attendees, or otherwise disturb the business of the meeting.TIME ESTIMATES
Listed times are estimates only and are subject to change at any time, including while the
meeting is in progress. The Council reserves the right to use more or less time on any item, to
change the order of items and/or to continue items to another meeting. Particular items may be
heard before or after the time estimated on the agenda. This may occur in order to best manage
the time at a meeting or to adapt to the participation of the public.
CALL TO ORDER
SPECIAL ORDERS OF THE DAY (5:30 ‐ 5:40 PM)
1.Proclamation Expressing Appreciation for June Fleming
AGENDA CHANGES, ADDITIONS AND DELETIONS
PUBLIC COMMENT (5:40 ‐ 6:10 PM)
Members of the public may speak in‐person ONLY to any item NOT on the agenda. 1‐3 minutes depending on number of
speakers. Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of the
agenda.
COUNCIL MEMBER QUESTIONS, COMMENTS, ANNOUNCEMENTS (6:10 ‐ 6:15 PM)
Members of the public may not speak to the item(s).
CONSENT CALENDAR (6:15 ‐ 6:20 PM)
Items will be voted in one motion unless removed from the calendar by three Council Members.
2.Approval of Minutes from February 3, 2025, February 4, 2025, and February 10, 2025
Meeting
3.Authorize Transmittal of the 2024 Comprehensive Plan Annual Progress Report to the
Office of Planning and Research and the 2024 Housing Element Annual Progress Report
to the Department of Housing and Community Development.
4.Approval of two Professional Services Contracts 1) Fairbank, Maslin, Maullin, Metz and
Associates (C25193598) in an Amount Not to Exceed $126,225 for Cubberley Project
Public Opinion Research Services for a Period of 20 Months, 2) The Lew Edwards
Group(C25193673) in an Amount Not to Exceed $138,375 for Public Communication
Consulting Services related to the November 2026 General Obligation Bond Ballot
Measure for a Period of 20 Months, and Approval of Budget Amendments in the General
Fund and the Cubberley Property Infrastructure Fund; CEQA Status ‐ Not a Project
5.Authorization to Execute an Amendment to Legal Services Contract Number S23186556
with Law Office of Clare Gibson in the Amount of $75,000 for Construction Claims
Dispute Resolution and Defense regarding the Public Safety Building, for a Total Not‐to‐
Exceed Amount of $310,000; CEQA Status – Not a Project.
6.Approval of Use of City Facilities and Staff Time to Support Santa Clara Valley
Transportation Authority Palo Alto Mobility Hub Meetings and Peninsula Corridor Joint
Powers Board/Caltrain Board of Directors Meeting; CEQA status – not a project.
7.SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section
18.08.040 of the Palo Alto Municipal Code (The Zoning Map) to Change the Classification
of Property Located at 3265 El Camino Real from Service Commercial (CS) Zone to
Planned Community Zone (PC) for the Construction of a 100 Percent Affordable Housing
Project (FIRST READING: February 10, 2025, PASSED 7‐0)
CITY MANAGER COMMENTS (6:20 ‐ 6:35 PM)
BREAK (15 MINUTES)
ACTION ITEMS (Item 8: 6:50 ‐ 7:30 PM, Item 9: 7:30 ‐ 9:00 PM, Item 10: 9:00 ‐ 10:30 PM)
Include: Report of Committees/Commissions, Ordinances and Resolutions, Public Hearings, Report of Officials, Unfinished
Business and Council Matters.
8.Colleague’s Memo: Proposed Adoption of a Resolution Underscoring Council’s
Commitment to Sustaining Palo Alto Values and Interests in the Face of Trump
Administration Actions
9.Discuss the FY 2025 Mid‐Year Budget Review and Approve 1) FY 2025 Budget
Amendments in Various Funds and 2) Amendments to the FY 2025 Table of Organization
to add 2.00 Full Time Equivalent (FTE) Positions and Eliminate 1.00 FTE Position and 3)
Authorize overstrength of 1.00 FTE Fire Captain. CEQA Status – Not a Project.
10.Approval of the 2025 City Council Priority Objectives, as well as Committee Objectives
and Workplans. CEQA Status ‐‐ Not a Project. Supplemental Report
ADJOURNMENT
INFORMATION REPORTS
Information reports are provided for informational purposes only to the Council and the public but are not listed for action
during this meeting’s agenda.
11.City of Palo Alto Monthly Investment Report January 2025 (Unaudited)
12.Investment Activity Report for the Second Quarter, Fiscal Year 2025
13.Accessory Dwelling Unit (ADU) ‐ 2024 Year End Report
14.Item 10 Supplemental Report
OTHER INFORMATION
Standing Committee Meetings this week
Public Comment Letters
Schedule of Meetings
PUBLIC COMMENT INSTRUCTIONS
Members of the Public may provide public comments to teleconference meetings via email,
teleconference, or by phone.
1. Written public comments may be submitted by email to city.council@cityofpaloalto.org.
2. For in person public comments please complete a speaker request card located on the
table at the entrance to the Council Chambers and deliver it to the Clerk prior to
discussion of the item.
3. Spoken public comments for agendized items using a computer or smart phone will
be accepted through the teleconference meeting. To address the Council, click on the link
below to access a Zoom‐based meeting. Please read the following instructions carefully.
You may download the Zoom client or connect to the meeting in‐ browser. If using
your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 ,
Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in
older browsers including Internet Explorer. Or download the Zoom application onto
your smart phone from the Apple App Store or Google Play Store and enter in the
Meeting ID below.
You may be asked to enter an email address and name. We request that you
identify yourself by name as this will be visible online and will be used to notify you
that it is your turn to speak.
When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will
activate and unmute speakers in turn. Speakers will be notified shortly before they
are called to speak.
When called, please limit your remarks to the time limit allotted. A timer will be
shown on the computer to help keep track of your comments.
4. Spoken public comments for agendized items using a phone use the telephone number
listed below. When you wish to speak on an agenda item hit *9 on your phone so we
know that you wish to speak. You will be asked to provide your first and last name before
addressing the Council. You will be advised how long you have to speak. When called
please limit your remarks to the agenda item and time limit allotted.
CLICK HERE TO JOIN Meeting ID: 362‐027‐238 Phone: 1‐669‐900‐6833
Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public
programs, services and meetings in a manner that is readily accessible to all. Persons with
disabilities who require materials in an appropriate alternative format or who require auxiliary
aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at
(650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or
accommodations must be submitted at least 24 hours in advance of the meeting, program, or
service.
California Government Code §84308, commonly referred to as the "Levine Act," prohibits an
elected official of a local government agency from participating in a proceeding involving a
license, permit, or other entitlement for use if the official received a campaign contribution
exceeding $500 from a party or participant, including their agents, to the proceeding within the
last 12 months. A “license, permit, or other entitlement for use” includes most land use and
planning approvals and the approval of contracts that are not subject to lowest responsible bid
procedures and have a value over $50,000. A “party” is a person who files an application for, or
is the subject of, a proceeding involving a license, permit, or other entitlement for use. A
“participant” is a person who actively supports or opposes a particular decision in a proceeding
involving a license, permit, or other entitlement for use, and has a financial interest in the
decision. The Levine Act incorporates the definition of “financial interest” in the Political
Reform Act, which encompasses interests in business entities, real property, sources of income,
sources of gifts, and personal finances that may be affected by the Council’s actions. If you
qualify as a “party” or “participant” to a proceeding, and you have made a campaign
contribution to a Council Member exceeding $500 made within the last 12 months, you must
disclose the campaign contribution before making your comments.
2 February 24, 2025
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
CITY COUNCILRegular MeetingMonday, February 24, 2025Council Chambers & Hybrid5:30 PMPalo Alto City Council meetings will be held as “hybrid” meetings with the option to attend byteleconference or in person. Information on how the public may observe and participate in themeeting is located at the end of the agenda. The meeting will be broadcast on Cable TVChannel 26, live on YouTube https://www.youtube.com/c/cityofpaloalto, and streamed toMidpen Media Center https://midpenmedia.org.VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/362027238) Meeting ID: 362 027 238 Phone:1(669)900‐6833PUBLIC COMMENTSGeneral Public Comment for items not on the agenda will be accepted in person for up to threeminutes or an amount of time determined by the Chair. General public comment will be heardfor 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.Public comments for agendized items will be accepted both in person and via Zoom for up tothree minutes or an amount of time determined by the Chair. Requests to speak will be takenuntil 5 minutes after the staff’s presentation or as determined by the Chair. Written publiccomments can be submitted in advance to city.council@CityofPaloAlto.org and will be providedto the Council and available for inspection on the City’s website. Please clearly indicate whichagenda item you are referencing in your subject line.PowerPoints, videos, or other media to be presented during public comment are accepted onlyby email to city.clerk@CityofPaloAlto.org at least 24 hours prior to the meeting. Once received,the Clerk will have them shared at public comment for the specified item. To uphold strongcybersecurity management practices, USB’s or other physical electronic storage devices are notaccepted.Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks,posts, poles or similar/other type of handle objects are strictly prohibited; (2) the items do notcreate a facility, fire, or safety hazard; and (3) persons with such items remain seated whendisplaying them and must not raise the items above shoulder level, obstruct the view orpassage of other attendees, or otherwise disturb the business of the meeting.TIME ESTIMATESListed times are estimates only and are subject to change at any time, including while themeeting is in progress. The Council reserves the right to use more or less time on any item, tochange the order of items and/or to continue items to another meeting. Particular items may beheard before or after the time estimated on the agenda. This may occur in order to best managethe time at a meeting or to adapt to the participation of the public.CALL TO ORDERSPECIAL ORDERS OF THE DAY (5:30 ‐ 5:40 PM)1.Proclamation Expressing Appreciation for June FlemingAGENDA CHANGES, ADDITIONS AND DELETIONSPUBLIC COMMENT (5:40 ‐ 6:10 PM)Members of the public may speak in‐person ONLY to any item NOT on the agenda. 1‐3 minutes depending on number ofspeakers. Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of theagenda.COUNCIL MEMBER QUESTIONS, COMMENTS, ANNOUNCEMENTS (6:10 ‐ 6:15 PM)Members of the public may not speak to the item(s).CONSENT CALENDAR (6:15 ‐ 6:20 PM)Items will be voted in one motion unless removed from the calendar by three Council Members.2.Approval of Minutes from February 3, 2025, February 4, 2025, and February 10, 2025Meeting3.Authorize Transmittal of the 2024 Comprehensive Plan Annual Progress Report to theOffice of Planning and Research and the 2024 Housing Element Annual Progress Reportto the Department of Housing and Community Development.4.Approval of two Professional Services Contracts 1) Fairbank, Maslin, Maullin, Metz andAssociates (C25193598) in an Amount Not to Exceed $126,225 for Cubberley ProjectPublic Opinion Research Services for a Period of 20 Months, 2) The Lew EdwardsGroup(C25193673) in an Amount Not to Exceed $138,375 for Public CommunicationConsulting Services related to the November 2026 General Obligation Bond BallotMeasure for a Period of 20 Months, and Approval of Budget Amendments in the GeneralFund and the Cubberley Property Infrastructure Fund; CEQA Status ‐ Not a Project5.Authorization to Execute an Amendment to Legal Services Contract Number S23186556with Law Office of Clare Gibson in the Amount of $75,000 for Construction ClaimsDispute Resolution and Defense regarding the Public Safety Building, for a Total Not‐to‐Exceed Amount of $310,000; CEQA Status – Not a Project.6.Approval of Use of City Facilities and Staff Time to Support Santa Clara Valley
Transportation Authority Palo Alto Mobility Hub Meetings and Peninsula Corridor Joint
Powers Board/Caltrain Board of Directors Meeting; CEQA status – not a project.
7.SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section
18.08.040 of the Palo Alto Municipal Code (The Zoning Map) to Change the Classification
of Property Located at 3265 El Camino Real from Service Commercial (CS) Zone to
Planned Community Zone (PC) for the Construction of a 100 Percent Affordable Housing
Project (FIRST READING: February 10, 2025, PASSED 7‐0)
CITY MANAGER COMMENTS (6:20 ‐ 6:35 PM)
BREAK (15 MINUTES)
ACTION ITEMS (Item 8: 6:50 ‐ 7:30 PM, Item 9: 7:30 ‐ 9:00 PM, Item 10: 9:00 ‐ 10:30 PM)
Include: Report of Committees/Commissions, Ordinances and Resolutions, Public Hearings, Report of Officials, Unfinished
Business and Council Matters.
8.Colleague’s Memo: Proposed Adoption of a Resolution Underscoring Council’s
Commitment to Sustaining Palo Alto Values and Interests in the Face of Trump
Administration Actions
9.Discuss the FY 2025 Mid‐Year Budget Review and Approve 1) FY 2025 Budget
Amendments in Various Funds and 2) Amendments to the FY 2025 Table of Organization
to add 2.00 Full Time Equivalent (FTE) Positions and Eliminate 1.00 FTE Position and 3)
Authorize overstrength of 1.00 FTE Fire Captain. CEQA Status – Not a Project.
10.Approval of the 2025 City Council Priority Objectives, as well as Committee Objectives
and Workplans. CEQA Status ‐‐ Not a Project. Supplemental Report
ADJOURNMENT
INFORMATION REPORTS
Information reports are provided for informational purposes only to the Council and the public but are not listed for action
during this meeting’s agenda.
11.City of Palo Alto Monthly Investment Report January 2025 (Unaudited)
12.Investment Activity Report for the Second Quarter, Fiscal Year 2025
13.Accessory Dwelling Unit (ADU) ‐ 2024 Year End Report
14.Item 10 Supplemental Report
OTHER INFORMATION
Standing Committee Meetings this week
Public Comment Letters
Schedule of Meetings
PUBLIC COMMENT INSTRUCTIONS
Members of the Public may provide public comments to teleconference meetings via email,
teleconference, or by phone.
1. Written public comments may be submitted by email to city.council@cityofpaloalto.org.
2. For in person public comments please complete a speaker request card located on the
table at the entrance to the Council Chambers and deliver it to the Clerk prior to
discussion of the item.
3. Spoken public comments for agendized items using a computer or smart phone will
be accepted through the teleconference meeting. To address the Council, click on the link
below to access a Zoom‐based meeting. Please read the following instructions carefully.
You may download the Zoom client or connect to the meeting in‐ browser. If using
your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 ,
Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in
older browsers including Internet Explorer. Or download the Zoom application onto
your smart phone from the Apple App Store or Google Play Store and enter in the
Meeting ID below.
You may be asked to enter an email address and name. We request that you
identify yourself by name as this will be visible online and will be used to notify you
that it is your turn to speak.
When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will
activate and unmute speakers in turn. Speakers will be notified shortly before they
are called to speak.
When called, please limit your remarks to the time limit allotted. A timer will be
shown on the computer to help keep track of your comments.
4. Spoken public comments for agendized items using a phone use the telephone number
listed below. When you wish to speak on an agenda item hit *9 on your phone so we
know that you wish to speak. You will be asked to provide your first and last name before
addressing the Council. You will be advised how long you have to speak. When called
please limit your remarks to the agenda item and time limit allotted.
CLICK HERE TO JOIN Meeting ID: 362‐027‐238 Phone: 1‐669‐900‐6833
Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public
programs, services and meetings in a manner that is readily accessible to all. Persons with
disabilities who require materials in an appropriate alternative format or who require auxiliary
aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at
(650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or
accommodations must be submitted at least 24 hours in advance of the meeting, program, or
service.
California Government Code §84308, commonly referred to as the "Levine Act," prohibits an
elected official of a local government agency from participating in a proceeding involving a
license, permit, or other entitlement for use if the official received a campaign contribution
exceeding $500 from a party or participant, including their agents, to the proceeding within the
last 12 months. A “license, permit, or other entitlement for use” includes most land use and
planning approvals and the approval of contracts that are not subject to lowest responsible bid
procedures and have a value over $50,000. A “party” is a person who files an application for, or
is the subject of, a proceeding involving a license, permit, or other entitlement for use. A
“participant” is a person who actively supports or opposes a particular decision in a proceeding
involving a license, permit, or other entitlement for use, and has a financial interest in the
decision. The Levine Act incorporates the definition of “financial interest” in the Political
Reform Act, which encompasses interests in business entities, real property, sources of income,
sources of gifts, and personal finances that may be affected by the Council’s actions. If you
qualify as a “party” or “participant” to a proceeding, and you have made a campaign
contribution to a Council Member exceeding $500 made within the last 12 months, you must
disclose the campaign contribution before making your comments.
3 February 24, 2025
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
CITY COUNCILRegular MeetingMonday, February 24, 2025Council Chambers & Hybrid5:30 PMPalo Alto City Council meetings will be held as “hybrid” meetings with the option to attend byteleconference or in person. Information on how the public may observe and participate in themeeting is located at the end of the agenda. The meeting will be broadcast on Cable TVChannel 26, live on YouTube https://www.youtube.com/c/cityofpaloalto, and streamed toMidpen Media Center https://midpenmedia.org.VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/362027238) Meeting ID: 362 027 238 Phone:1(669)900‐6833PUBLIC COMMENTSGeneral Public Comment for items not on the agenda will be accepted in person for up to threeminutes or an amount of time determined by the Chair. General public comment will be heardfor 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.Public comments for agendized items will be accepted both in person and via Zoom for up tothree minutes or an amount of time determined by the Chair. Requests to speak will be takenuntil 5 minutes after the staff’s presentation or as determined by the Chair. Written publiccomments can be submitted in advance to city.council@CityofPaloAlto.org and will be providedto the Council and available for inspection on the City’s website. Please clearly indicate whichagenda item you are referencing in your subject line.PowerPoints, videos, or other media to be presented during public comment are accepted onlyby email to city.clerk@CityofPaloAlto.org at least 24 hours prior to the meeting. Once received,the Clerk will have them shared at public comment for the specified item. To uphold strongcybersecurity management practices, USB’s or other physical electronic storage devices are notaccepted.Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks,posts, poles or similar/other type of handle objects are strictly prohibited; (2) the items do notcreate a facility, fire, or safety hazard; and (3) persons with such items remain seated whendisplaying them and must not raise the items above shoulder level, obstruct the view orpassage of other attendees, or otherwise disturb the business of the meeting.TIME ESTIMATESListed times are estimates only and are subject to change at any time, including while themeeting is in progress. The Council reserves the right to use more or less time on any item, tochange the order of items and/or to continue items to another meeting. Particular items may beheard before or after the time estimated on the agenda. This may occur in order to best managethe time at a meeting or to adapt to the participation of the public.CALL TO ORDERSPECIAL ORDERS OF THE DAY (5:30 ‐ 5:40 PM)1.Proclamation Expressing Appreciation for June FlemingAGENDA CHANGES, ADDITIONS AND DELETIONSPUBLIC COMMENT (5:40 ‐ 6:10 PM)Members of the public may speak in‐person ONLY to any item NOT on the agenda. 1‐3 minutes depending on number ofspeakers. Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of theagenda.COUNCIL MEMBER QUESTIONS, COMMENTS, ANNOUNCEMENTS (6:10 ‐ 6:15 PM)Members of the public may not speak to the item(s).CONSENT CALENDAR (6:15 ‐ 6:20 PM)Items will be voted in one motion unless removed from the calendar by three Council Members.2.Approval of Minutes from February 3, 2025, February 4, 2025, and February 10, 2025Meeting3.Authorize Transmittal of the 2024 Comprehensive Plan Annual Progress Report to theOffice of Planning and Research and the 2024 Housing Element Annual Progress Reportto the Department of Housing and Community Development.4.Approval of two Professional Services Contracts 1) Fairbank, Maslin, Maullin, Metz andAssociates (C25193598) in an Amount Not to Exceed $126,225 for Cubberley ProjectPublic Opinion Research Services for a Period of 20 Months, 2) The Lew EdwardsGroup(C25193673) in an Amount Not to Exceed $138,375 for Public CommunicationConsulting Services related to the November 2026 General Obligation Bond BallotMeasure for a Period of 20 Months, and Approval of Budget Amendments in the GeneralFund and the Cubberley Property Infrastructure Fund; CEQA Status ‐ Not a Project5.Authorization to Execute an Amendment to Legal Services Contract Number S23186556with Law Office of Clare Gibson in the Amount of $75,000 for Construction ClaimsDispute Resolution and Defense regarding the Public Safety Building, for a Total Not‐to‐Exceed Amount of $310,000; CEQA Status – Not a Project.6.Approval of Use of City Facilities and Staff Time to Support Santa Clara ValleyTransportation Authority Palo Alto Mobility Hub Meetings and Peninsula Corridor JointPowers Board/Caltrain Board of Directors Meeting; CEQA status – not a project.7.SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section18.08.040 of the Palo Alto Municipal Code (The Zoning Map) to Change the Classificationof Property Located at 3265 El Camino Real from Service Commercial (CS) Zone toPlanned Community Zone (PC) for the Construction of a 100 Percent Affordable HousingProject (FIRST READING: February 10, 2025, PASSED 7‐0)CITY MANAGER COMMENTS (6:20 ‐ 6:35 PM)BREAK (15 MINUTES)ACTION ITEMS (Item 8: 6:50 ‐ 7:30 PM, Item 9: 7:30 ‐ 9:00 PM, Item 10: 9:00 ‐ 10:30 PM)Include: Report of Committees/Commissions, Ordinances and Resolutions, Public Hearings, Report of Officials, UnfinishedBusiness and Council Matters.8.Colleague’s Memo: Proposed Adoption of a Resolution Underscoring Council’sCommitment to Sustaining Palo Alto Values and Interests in the Face of TrumpAdministration Actions9.Discuss the FY 2025 Mid‐Year Budget Review and Approve 1) FY 2025 BudgetAmendments in Various Funds and 2) Amendments to the FY 2025 Table of Organizationto add 2.00 Full Time Equivalent (FTE) Positions and Eliminate 1.00 FTE Position and 3)Authorize overstrength of 1.00 FTE Fire Captain. CEQA Status – Not a Project.10.Approval of the 2025 City Council Priority Objectives, as well as Committee Objectivesand Workplans. CEQA Status ‐‐ Not a Project. Supplemental Report ADJOURNMENTINFORMATION REPORTSInformation reports are provided for informational purposes only to the Council and the public but are not listed for actionduring this meeting’s agenda.11.City of Palo Alto Monthly Investment Report January 2025 (Unaudited)12.Investment Activity Report for the Second Quarter, Fiscal Year 202513.Accessory Dwelling Unit (ADU) ‐ 2024 Year End Report14.Item 10 Supplemental Report
OTHER INFORMATION
Standing Committee Meetings this week
Public Comment Letters
Schedule of Meetings
PUBLIC COMMENT INSTRUCTIONS
Members of the Public may provide public comments to teleconference meetings via email,
teleconference, or by phone.
1. Written public comments may be submitted by email to city.council@cityofpaloalto.org.
2. For in person public comments please complete a speaker request card located on the
table at the entrance to the Council Chambers and deliver it to the Clerk prior to
discussion of the item.
3. Spoken public comments for agendized items using a computer or smart phone will
be accepted through the teleconference meeting. To address the Council, click on the link
below to access a Zoom‐based meeting. Please read the following instructions carefully.
You may download the Zoom client or connect to the meeting in‐ browser. If using
your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 ,
Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in
older browsers including Internet Explorer. Or download the Zoom application onto
your smart phone from the Apple App Store or Google Play Store and enter in the
Meeting ID below.
You may be asked to enter an email address and name. We request that you
identify yourself by name as this will be visible online and will be used to notify you
that it is your turn to speak.
When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will
activate and unmute speakers in turn. Speakers will be notified shortly before they
are called to speak.
When called, please limit your remarks to the time limit allotted. A timer will be
shown on the computer to help keep track of your comments.
4. Spoken public comments for agendized items using a phone use the telephone number
listed below. When you wish to speak on an agenda item hit *9 on your phone so we
know that you wish to speak. You will be asked to provide your first and last name before
addressing the Council. You will be advised how long you have to speak. When called
please limit your remarks to the agenda item and time limit allotted.
CLICK HERE TO JOIN Meeting ID: 362‐027‐238 Phone: 1‐669‐900‐6833
Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public
programs, services and meetings in a manner that is readily accessible to all. Persons with
disabilities who require materials in an appropriate alternative format or who require auxiliary
aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at
(650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or
accommodations must be submitted at least 24 hours in advance of the meeting, program, or
service.
California Government Code §84308, commonly referred to as the "Levine Act," prohibits an
elected official of a local government agency from participating in a proceeding involving a
license, permit, or other entitlement for use if the official received a campaign contribution
exceeding $500 from a party or participant, including their agents, to the proceeding within the
last 12 months. A “license, permit, or other entitlement for use” includes most land use and
planning approvals and the approval of contracts that are not subject to lowest responsible bid
procedures and have a value over $50,000. A “party” is a person who files an application for, or
is the subject of, a proceeding involving a license, permit, or other entitlement for use. A
“participant” is a person who actively supports or opposes a particular decision in a proceeding
involving a license, permit, or other entitlement for use, and has a financial interest in the
decision. The Levine Act incorporates the definition of “financial interest” in the Political
Reform Act, which encompasses interests in business entities, real property, sources of income,
sources of gifts, and personal finances that may be affected by the Council’s actions. If you
qualify as a “party” or “participant” to a proceeding, and you have made a campaign
contribution to a Council Member exceeding $500 made within the last 12 months, you must
disclose the campaign contribution before making your comments.
4 February 24, 2025
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
CITY COUNCILRegular MeetingMonday, February 24, 2025Council Chambers & Hybrid5:30 PMPalo Alto City Council meetings will be held as “hybrid” meetings with the option to attend byteleconference or in person. Information on how the public may observe and participate in themeeting is located at the end of the agenda. The meeting will be broadcast on Cable TVChannel 26, live on YouTube https://www.youtube.com/c/cityofpaloalto, and streamed toMidpen Media Center https://midpenmedia.org.VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/362027238) Meeting ID: 362 027 238 Phone:1(669)900‐6833PUBLIC COMMENTSGeneral Public Comment for items not on the agenda will be accepted in person for up to threeminutes or an amount of time determined by the Chair. General public comment will be heardfor 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.Public comments for agendized items will be accepted both in person and via Zoom for up tothree minutes or an amount of time determined by the Chair. Requests to speak will be takenuntil 5 minutes after the staff’s presentation or as determined by the Chair. Written publiccomments can be submitted in advance to city.council@CityofPaloAlto.org and will be providedto the Council and available for inspection on the City’s website. Please clearly indicate whichagenda item you are referencing in your subject line.PowerPoints, videos, or other media to be presented during public comment are accepted onlyby email to city.clerk@CityofPaloAlto.org at least 24 hours prior to the meeting. Once received,the Clerk will have them shared at public comment for the specified item. To uphold strongcybersecurity management practices, USB’s or other physical electronic storage devices are notaccepted.Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks,posts, poles or similar/other type of handle objects are strictly prohibited; (2) the items do notcreate a facility, fire, or safety hazard; and (3) persons with such items remain seated whendisplaying them and must not raise the items above shoulder level, obstruct the view orpassage of other attendees, or otherwise disturb the business of the meeting.TIME ESTIMATESListed times are estimates only and are subject to change at any time, including while themeeting is in progress. The Council reserves the right to use more or less time on any item, tochange the order of items and/or to continue items to another meeting. Particular items may beheard before or after the time estimated on the agenda. This may occur in order to best managethe time at a meeting or to adapt to the participation of the public.CALL TO ORDERSPECIAL ORDERS OF THE DAY (5:30 ‐ 5:40 PM)1.Proclamation Expressing Appreciation for June FlemingAGENDA CHANGES, ADDITIONS AND DELETIONSPUBLIC COMMENT (5:40 ‐ 6:10 PM)Members of the public may speak in‐person ONLY to any item NOT on the agenda. 1‐3 minutes depending on number ofspeakers. Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of theagenda.COUNCIL MEMBER QUESTIONS, COMMENTS, ANNOUNCEMENTS (6:10 ‐ 6:15 PM)Members of the public may not speak to the item(s).CONSENT CALENDAR (6:15 ‐ 6:20 PM)Items will be voted in one motion unless removed from the calendar by three Council Members.2.Approval of Minutes from February 3, 2025, February 4, 2025, and February 10, 2025Meeting3.Authorize Transmittal of the 2024 Comprehensive Plan Annual Progress Report to theOffice of Planning and Research and the 2024 Housing Element Annual Progress Reportto the Department of Housing and Community Development.4.Approval of two Professional Services Contracts 1) Fairbank, Maslin, Maullin, Metz andAssociates (C25193598) in an Amount Not to Exceed $126,225 for Cubberley ProjectPublic Opinion Research Services for a Period of 20 Months, 2) The Lew EdwardsGroup(C25193673) in an Amount Not to Exceed $138,375 for Public CommunicationConsulting Services related to the November 2026 General Obligation Bond BallotMeasure for a Period of 20 Months, and Approval of Budget Amendments in the GeneralFund and the Cubberley Property Infrastructure Fund; CEQA Status ‐ Not a Project5.Authorization to Execute an Amendment to Legal Services Contract Number S23186556with Law Office of Clare Gibson in the Amount of $75,000 for Construction ClaimsDispute Resolution and Defense regarding the Public Safety Building, for a Total Not‐to‐Exceed Amount of $310,000; CEQA Status – Not a Project.6.Approval of Use of City Facilities and Staff Time to Support Santa Clara ValleyTransportation Authority Palo Alto Mobility Hub Meetings and Peninsula Corridor JointPowers Board/Caltrain Board of Directors Meeting; CEQA status – not a project.7.SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section18.08.040 of the Palo Alto Municipal Code (The Zoning Map) to Change the Classificationof Property Located at 3265 El Camino Real from Service Commercial (CS) Zone toPlanned Community Zone (PC) for the Construction of a 100 Percent Affordable HousingProject (FIRST READING: February 10, 2025, PASSED 7‐0)CITY MANAGER COMMENTS (6:20 ‐ 6:35 PM)BREAK (15 MINUTES)ACTION ITEMS (Item 8: 6:50 ‐ 7:30 PM, Item 9: 7:30 ‐ 9:00 PM, Item 10: 9:00 ‐ 10:30 PM)Include: Report of Committees/Commissions, Ordinances and Resolutions, Public Hearings, Report of Officials, UnfinishedBusiness and Council Matters.8.Colleague’s Memo: Proposed Adoption of a Resolution Underscoring Council’sCommitment to Sustaining Palo Alto Values and Interests in the Face of TrumpAdministration Actions9.Discuss the FY 2025 Mid‐Year Budget Review and Approve 1) FY 2025 BudgetAmendments in Various Funds and 2) Amendments to the FY 2025 Table of Organizationto add 2.00 Full Time Equivalent (FTE) Positions and Eliminate 1.00 FTE Position and 3)Authorize overstrength of 1.00 FTE Fire Captain. CEQA Status – Not a Project.10.Approval of the 2025 City Council Priority Objectives, as well as Committee Objectivesand Workplans. CEQA Status ‐‐ Not a Project. Supplemental Report ADJOURNMENTINFORMATION REPORTSInformation reports are provided for informational purposes only to the Council and the public but are not listed for actionduring this meeting’s agenda.11.City of Palo Alto Monthly Investment Report January 2025 (Unaudited)12.Investment Activity Report for the Second Quarter, Fiscal Year 202513.Accessory Dwelling Unit (ADU) ‐ 2024 Year End Report14.Item 10 Supplemental ReportOTHER INFORMATIONStanding Committee Meetings this weekPublic Comment Letters
Schedule of Meetings
PUBLIC COMMENT INSTRUCTIONS
Members of the Public may provide public comments to teleconference meetings via email,
teleconference, or by phone.
1. Written public comments may be submitted by email to city.council@cityofpaloalto.org.
2. For in person public comments please complete a speaker request card located on the
table at the entrance to the Council Chambers and deliver it to the Clerk prior to
discussion of the item.
3. Spoken public comments for agendized items using a computer or smart phone will
be accepted through the teleconference meeting. To address the Council, click on the link
below to access a Zoom‐based meeting. Please read the following instructions carefully.
You may download the Zoom client or connect to the meeting in‐ browser. If using
your browser, make sure you are using a current, up‐to‐date browser: Chrome 30 ,
Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in
older browsers including Internet Explorer. Or download the Zoom application onto
your smart phone from the Apple App Store or Google Play Store and enter in the
Meeting ID below.
You may be asked to enter an email address and name. We request that you
identify yourself by name as this will be visible online and will be used to notify you
that it is your turn to speak.
When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will
activate and unmute speakers in turn. Speakers will be notified shortly before they
are called to speak.
When called, please limit your remarks to the time limit allotted. A timer will be
shown on the computer to help keep track of your comments.
4. Spoken public comments for agendized items using a phone use the telephone number
listed below. When you wish to speak on an agenda item hit *9 on your phone so we
know that you wish to speak. You will be asked to provide your first and last name before
addressing the Council. You will be advised how long you have to speak. When called
please limit your remarks to the agenda item and time limit allotted.
CLICK HERE TO JOIN Meeting ID: 362‐027‐238 Phone: 1‐669‐900‐6833
Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public
programs, services and meetings in a manner that is readily accessible to all. Persons with
disabilities who require materials in an appropriate alternative format or who require auxiliary
aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at
(650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or
accommodations must be submitted at least 24 hours in advance of the meeting, program, or
service.
California Government Code §84308, commonly referred to as the "Levine Act," prohibits an
elected official of a local government agency from participating in a proceeding involving a
license, permit, or other entitlement for use if the official received a campaign contribution
exceeding $500 from a party or participant, including their agents, to the proceeding within the
last 12 months. A “license, permit, or other entitlement for use” includes most land use and
planning approvals and the approval of contracts that are not subject to lowest responsible bid
procedures and have a value over $50,000. A “party” is a person who files an application for, or
is the subject of, a proceeding involving a license, permit, or other entitlement for use. A
“participant” is a person who actively supports or opposes a particular decision in a proceeding
involving a license, permit, or other entitlement for use, and has a financial interest in the
decision. The Levine Act incorporates the definition of “financial interest” in the Political
Reform Act, which encompasses interests in business entities, real property, sources of income,
sources of gifts, and personal finances that may be affected by the Council’s actions. If you
qualify as a “party” or “participant” to a proceeding, and you have made a campaign
contribution to a Council Member exceeding $500 made within the last 12 months, you must
disclose the campaign contribution before making your comments.
5 February 24, 2025
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
CITY COUNCILRegular MeetingMonday, February 24, 2025Council Chambers & Hybrid5:30 PMPalo Alto City Council meetings will be held as “hybrid” meetings with the option to attend byteleconference or in person. Information on how the public may observe and participate in themeeting is located at the end of the agenda. The meeting will be broadcast on Cable TVChannel 26, live on YouTube https://www.youtube.com/c/cityofpaloalto, and streamed toMidpen Media Center https://midpenmedia.org.VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/362027238) Meeting ID: 362 027 238 Phone:1(669)900‐6833PUBLIC COMMENTSGeneral Public Comment for items not on the agenda will be accepted in person for up to threeminutes or an amount of time determined by the Chair. General public comment will be heardfor 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.Public comments for agendized items will be accepted both in person and via Zoom for up tothree minutes or an amount of time determined by the Chair. Requests to speak will be takenuntil 5 minutes after the staff’s presentation or as determined by the Chair. Written publiccomments can be submitted in advance to city.council@CityofPaloAlto.org and will be providedto the Council and available for inspection on the City’s website. Please clearly indicate whichagenda item you are referencing in your subject line.PowerPoints, videos, or other media to be presented during public comment are accepted onlyby email to city.clerk@CityofPaloAlto.org at least 24 hours prior to the meeting. Once received,the Clerk will have them shared at public comment for the specified item. To uphold strongcybersecurity management practices, USB’s or other physical electronic storage devices are notaccepted.Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks,posts, poles or similar/other type of handle objects are strictly prohibited; (2) the items do notcreate a facility, fire, or safety hazard; and (3) persons with such items remain seated whendisplaying them and must not raise the items above shoulder level, obstruct the view orpassage of other attendees, or otherwise disturb the business of the meeting.TIME ESTIMATESListed times are estimates only and are subject to change at any time, including while themeeting is in progress. The Council reserves the right to use more or less time on any item, tochange the order of items and/or to continue items to another meeting. Particular items may beheard before or after the time estimated on the agenda. This may occur in order to best managethe time at a meeting or to adapt to the participation of the public.CALL TO ORDERSPECIAL ORDERS OF THE DAY (5:30 ‐ 5:40 PM)1.Proclamation Expressing Appreciation for June FlemingAGENDA CHANGES, ADDITIONS AND DELETIONSPUBLIC COMMENT (5:40 ‐ 6:10 PM)Members of the public may speak in‐person ONLY to any item NOT on the agenda. 1‐3 minutes depending on number ofspeakers. Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of theagenda.COUNCIL MEMBER QUESTIONS, COMMENTS, ANNOUNCEMENTS (6:10 ‐ 6:15 PM)Members of the public may not speak to the item(s).CONSENT CALENDAR (6:15 ‐ 6:20 PM)Items will be voted in one motion unless removed from the calendar by three Council Members.2.Approval of Minutes from February 3, 2025, February 4, 2025, and February 10, 2025Meeting3.Authorize Transmittal of the 2024 Comprehensive Plan Annual Progress Report to theOffice of Planning and Research and the 2024 Housing Element Annual Progress Reportto the Department of Housing and Community Development.4.Approval of two Professional Services Contracts 1) Fairbank, Maslin, Maullin, Metz andAssociates (C25193598) in an Amount Not to Exceed $126,225 for Cubberley ProjectPublic Opinion Research Services for a Period of 20 Months, 2) The Lew EdwardsGroup(C25193673) in an Amount Not to Exceed $138,375 for Public CommunicationConsulting Services related to the November 2026 General Obligation Bond BallotMeasure for a Period of 20 Months, and Approval of Budget Amendments in the GeneralFund and the Cubberley Property Infrastructure Fund; CEQA Status ‐ Not a Project5.Authorization to Execute an Amendment to Legal Services Contract Number S23186556with Law Office of Clare Gibson in the Amount of $75,000 for Construction ClaimsDispute Resolution and Defense regarding the Public Safety Building, for a Total Not‐to‐Exceed Amount of $310,000; CEQA Status – Not a Project.6.Approval of Use of City Facilities and Staff Time to Support Santa Clara ValleyTransportation Authority Palo Alto Mobility Hub Meetings and Peninsula Corridor JointPowers Board/Caltrain Board of Directors Meeting; CEQA status – not a project.7.SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section18.08.040 of the Palo Alto Municipal Code (The Zoning Map) to Change the Classificationof Property Located at 3265 El Camino Real from Service Commercial (CS) Zone toPlanned Community Zone (PC) for the Construction of a 100 Percent Affordable HousingProject (FIRST READING: February 10, 2025, PASSED 7‐0)CITY MANAGER COMMENTS (6:20 ‐ 6:35 PM)BREAK (15 MINUTES)ACTION ITEMS (Item 8: 6:50 ‐ 7:30 PM, Item 9: 7:30 ‐ 9:00 PM, Item 10: 9:00 ‐ 10:30 PM)Include: Report of Committees/Commissions, Ordinances and Resolutions, Public Hearings, Report of Officials, UnfinishedBusiness and Council Matters.8.Colleague’s Memo: Proposed Adoption of a Resolution Underscoring Council’sCommitment to Sustaining Palo Alto Values and Interests in the Face of TrumpAdministration Actions9.Discuss the FY 2025 Mid‐Year Budget Review and Approve 1) FY 2025 BudgetAmendments in Various Funds and 2) Amendments to the FY 2025 Table of Organizationto add 2.00 Full Time Equivalent (FTE) Positions and Eliminate 1.00 FTE Position and 3)Authorize overstrength of 1.00 FTE Fire Captain. CEQA Status – Not a Project.10.Approval of the 2025 City Council Priority Objectives, as well as Committee Objectivesand Workplans. CEQA Status ‐‐ Not a Project. Supplemental Report ADJOURNMENTINFORMATION REPORTSInformation reports are provided for informational purposes only to the Council and the public but are not listed for actionduring this meeting’s agenda.11.City of Palo Alto Monthly Investment Report January 2025 (Unaudited)12.Investment Activity Report for the Second Quarter, Fiscal Year 202513.Accessory Dwelling Unit (ADU) ‐ 2024 Year End Report14.Item 10 Supplemental ReportOTHER INFORMATIONStanding Committee Meetings this weekPublic Comment LettersSchedule of MeetingsPUBLIC COMMENT INSTRUCTIONSMembers of the Public may provide public comments to teleconference meetings via email,teleconference, or by phone.1. Written public comments may be submitted by email to city.council@cityofpaloalto.org.2. For in person public comments please complete a speaker request card located on thetable at the entrance to the Council Chambers and deliver it to the Clerk prior todiscussion of the item.3. Spoken public comments for agendized items using a computer or smart phone willbe accepted through the teleconference meeting. To address the Council, click on the linkbelow to access a Zoom‐based meeting. Please read the following instructions carefully.You may download the Zoom client or connect to the meeting in‐ browser. If usingyour browser, make sure you are using a current, up‐to‐date browser: Chrome 30 ,Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled inolder browsers including Internet Explorer. Or download the Zoom application ontoyour smart phone from the Apple App Store or Google Play Store and enter in theMeeting ID below.You may be asked to enter an email address and name. We request that youidentify yourself by name as this will be visible online and will be used to notify youthat it is your turn to speak.When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk willactivate and unmute speakers in turn. Speakers will be notified shortly before theyare called to speak.When called, please limit your remarks to the time limit allotted. A timer will beshown on the computer to help keep track of your comments.4. Spoken public comments for agendized items using a phone use the telephone numberlisted below. When you wish to speak on an agenda item hit *9 on your phone so weknow that you wish to speak. You will be asked to provide your first and last name beforeaddressing the Council. You will be advised how long you have to speak. When calledplease limit your remarks to the agenda item and time limit allotted.CLICK HERE TO JOIN Meeting ID: 362‐027‐238 Phone: 1‐669‐900‐6833Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its publicprograms, services and meetings in a manner that is readily accessible to all. Persons withdisabilities who require materials in an appropriate alternative format or who require auxiliary
aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at
(650) 329‐2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or
accommodations must be submitted at least 24 hours in advance of the meeting, program, or
service.
California Government Code §84308, commonly referred to as the "Levine Act," prohibits an
elected official of a local government agency from participating in a proceeding involving a
license, permit, or other entitlement for use if the official received a campaign contribution
exceeding $500 from a party or participant, including their agents, to the proceeding within the
last 12 months. A “license, permit, or other entitlement for use” includes most land use and
planning approvals and the approval of contracts that are not subject to lowest responsible bid
procedures and have a value over $50,000. A “party” is a person who files an application for, or
is the subject of, a proceeding involving a license, permit, or other entitlement for use. A
“participant” is a person who actively supports or opposes a particular decision in a proceeding
involving a license, permit, or other entitlement for use, and has a financial interest in the
decision. The Levine Act incorporates the definition of “financial interest” in the Political
Reform Act, which encompasses interests in business entities, real property, sources of income,
sources of gifts, and personal finances that may be affected by the Council’s actions. If you
qualify as a “party” or “participant” to a proceeding, and you have made a campaign
contribution to a Council Member exceeding $500 made within the last 12 months, you must
disclose the campaign contribution before making your comments.
6 February 24, 2025
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
City Council
Staff Report
Report Type: SPECIAL ORDERS OF THE DAY
Lead Department: City Clerk
Meeting Date: February 24, 2025
Report #:2501-4071
TITLE
Proclamation Expressing Appreciation for June Fleming
ATTACHMENTS
Attachment A: Proclamation Expressing Appreciation for June Fleming
APPROVED BY:
Mahealani Ah Yun
Item 1
Item 1 Staff Report
Item 1: Staff Report Pg. 1 Packet Pg. 7 of 246
EXPRESSING APPRECIATION FOR JUNE FLEMING
WHEREAS, June Fleming was born on June 24, 1931 in Little Rock, Arkansas, and had a lifelong passion
for education and service which led her to receive a bachelor’s degree from Talladega College in 1952, and a
master’s degree from Drexel University in 1954; and
WHEREAS, Fleming served as an Associate Professor at Philander Smith College between 1960 and 1967
before she came to Palo Alto in 1968; and
WHEREAS, Fleming joined the city of Palo Alto in 1968 and served as the Director of Libraries until 1980.
She then went on to serve as Director of Social and Community Services and Assistant City Manager through
1992; and
WHEREAS, In 1992 the City Council appointed Fleming to City Manager and therefore Fleming made
history in 1992 when she became Palo Alto’s first Black city manager as well as Palo Alto’s first female city
manager; and
WHEREAS, Fleming played a leading role in regional efforts to reduce crime and improve flood control.
During her tenure as City Manager, she helped to shape the city’s annual budget, spearheaded numerous local
initiatives including the establishment of the Regional Enforcement Detail, known as the RED Team, a partnership
between Palo Alto, Menlo Park, and East Palo Alto police officers to fight crime, and oversaw the creation of the
Development Center, the city’s central hub for processing permits and development applications. Fleming was
also instrumental in the formation of the San Francisquito Creek Joint Powers Authority, a regional agency that
formed in the aftermath of the devastating February 1998 flood and that is charged with improving flood
protection around the eponymous creek; and
WHEREAS, Fleming served as City Manager until 2000 when she retired and moved to Virginia with her
husband Roscoe Lee Fleming, Jr.; and
WHEREAS, The City of Palo Alto mourns the passing of June Fleming, yet celebrates her extraordinary life
and profound impact as a trailblazing leader.
NOW, THEREFORE I, Ed Lauing, Mayor of the City of Palo Alto, do hereby honor the life and legacy of
June Fleming, who devoted decades as a public servant and advocate both in and outside of City Hall.
Presented: February 24, 2025
______________________________ Ed Lauing Mayor
Proclamation
Item 1
Attachment A -
Proclamation Expressing
Appreciation for June
Fleming
Item 1: Staff Report Pg. 2 Packet Pg. 8 of 246
City Council
Staff Report
Report Type: CONSENT CALENDAR
Lead Department: City Clerk
Meeting Date: February 24, 2025
Report #:2502-4119
TITLE
Approval of Minutes from February 3, 2025, February 4, 2025, and February 10, 2025 Meetings
RECOMMENDATION
That the minutes be reviewed and approved.
ATTACHMENTS
Attachment A: February 3, 2025 Draft Action Minutes
Attachment B: February 4, 2025 Draft Action Minutes
Attachment C: February 10, 2025 Draft Action Minutes
APPROVED BY:
Mahealani Ah Yun
Item 2
Item 2 Staff Report
Item 2: Staff Report Pg. 1 Packet Pg. 9 of 246
CITY COUNCIL
DRAFT ACTION MINUTES
Page 1 of 4
Regular Meeting
February 3, 2025
The City Council of the City of Palo Alto met on this date in the Council Chambers and by virtual
teleconference at 5:30 P.M.
Present In Person: Burt, Lauing, Lu, Lythcott-Haims, Reckdahl, Stone, Veenker
Present Remotely:
Absent:
Special Orders of the Day
1. Interview Candidates for the Vacancies on the Planning and Transportation Commission
Item Removed Off Agenda
NO ACTION
Agenda Changes, Additions and Deletions
Public Comment
Council Member Questions, Comments and Announcements
Consent Calendar
Councilmember Lythcott-Haims registered a no vote on Agenda Item Number 4.
MOTION: Vice Mayor Veenker moved, seconded by Councilmember Reckdahl to approve
Agenda Item Numbers 2-6.
MOTION PASSED ITEMS 2-3, 5-6: 7-0
Item 2
Attachment A - February
3, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 2 Packet Pg. 10 of 246
DRAFT ACTION MINUTES
Page 2 of 4
City Council Meeting
Draft Action Minutes: 02/03/2025
MOTION PASSED ITEM 4: 6-1, Lythcott-Haims no
2. Approval of Minutes from January 13, 2025 Meeting
3. Appointment of 2025 Emergency Standby Council
4. Approval of Construction Contract No. C25191929 with Alex Kushner General Inc. in the
Amount Not-to-Exceed $390,000 for the Temporary Fire Station 4 as part of the Fire
Station 4 Replacement Capital Improvement Program project (PE-18004) and
Authorization for the City Manager or Their Designee to Negotiate and Execute Change
Orders for Related Additional but Unforeseen Work that May Develop During the
Project Up to a Not-to-Exceed Amount of $39,000; CEQA Status – Exempt Under Section
15303
5. Authorize the City Manager or their Designee to Execute an Assistance Agreement with
the United States Department of Transportation Pipeline and Hazardous Materials
Safety Administration (PHMSA) in the amount of $16,519,879 through January 31, 2030;
CEQA Status – Not a project.
6. Approval of Three Professional Services Contracts for On-call Transportation Engineering
and Planning Project Support Services, for a Four-Year Term: 1) Contract Number
C25191149 with TJKM Transportation in the Amount Not-to-Exceed $300,000, 2)
Contract Number C25192647 With Fehr and Peers in the Amount Not-to-Exceed
$800,000, and 3) Contract Number C25192646 With Kittelson and Associates in the
Amount Not-to-Exceed $800,000; CEQA status - categorically exempt; specific projects
will undergo environmental review as applicable.
City Manager Comments
Ed Shikada, City Manager
Action Items
7. Update and Potential Direction on Car-Free Street Improvements on California Avenue;
CEQA status – CEQA review is currently underway on the projects as described in this
report.
NO ACTION
Item 2
Attachment A - February
3, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 3 Packet Pg. 11 of 246
DRAFT ACTION MINUTES
Page 3 of 4
City Council Meeting
Draft Action Minutes: 02/03/2025
8. REINTRODUCED FIRST READING: Adoption of an Ordinance Amending Palo Alto
Municipal Code Title 18 (Zoning) and Title 21 (Subdivisions and Other Divisions of Land)
to Clarify Existing Regulations and to Implement State Housing Laws Adopted in 2023
and Earlier, Including Parking Requirements Near Transit Stations in Accordance with AB
2097. CEQA Status - Exempt Pursuant to CEQA Guidelines Section 15061(b)(3).
(PREVIOUSLY INTRODUCED: November 12, 2024 PASSED 6-1, Kou no; and Pulled from
Consent Calendar on December 16, 2024)
MOTION: Councilmember Burt moved, seconded by Councilmember Reckdahl to adopt the
attached ordinance that clarifies existing land use regulations and implements State housings
laws adopted in 2023 and earlier and direct staff to:
1. Come back with a 1st reading on Consent with an Ordinance consistent with Option 1,
which would require ADA/EVCS parking based on the amount of voluntary parking
provided on site; and
2. Refer to Planning and Transportation Commission, in consultation with the Downtown
Housing Committee, to make recommendation to the Council on how to best
implement a set of ADA/EVCS parking requirements aligned with Option 2 and
incentives aligned with Option 1.
MOTION PASSED: 7-0
Closed Session
9. CONFERENCE WITH CITY ATTORNEY – POTENTIAL LITIGATION
Subject: Calculation of Housing In-Lieu Fees for Sheridan Plaza, as set forth in December
18, 2024 Letter from David Van Atta
Authority: Government Code Section 54956.9(d)(2) One Case, as Defendant
MOTION: Vice Mayor Veenker moved, seconded by Mayor Lauing to go into Closed Session.
MOTION PASSED: 7-0
Council went into Closed Session at 9:20 P.M.
Council returned from Closed Session at 9:42 P.M.
Mayor Lauing announced no reportable action.
Item 2
Attachment A - February
3, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 4 Packet Pg. 12 of 246
DRAFT ACTION MINUTES
Page 4 of 4
City Council Meeting
Draft Action Minutes: 02/03/2025
Adjournment: The meeting was adjourned at 9:43 P.M.
ATTEST: APPROVED:
____________________ ____________________
City Clerk Mayor
NOTE: Action minutes are prepared in accordance with Palo Alto Municipal Code (PAMC)
2.04.160(a) and (b). Summary minutes (sense) are prepared in accordance with PAMC Section
2.04.160(c). Beginning in January 2018, in accordance with Ordinance No. 5423, the City Council
found action minutes and the video/audio recordings of Council proceedings to be the official
records of both Council and committee proceedings. These recordings are available on the
City’s website.
Item 2
Attachment A - February
3, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 5 Packet Pg. 13 of 246
CITY COUNCIL
DRAFT ACTION MINUTES
Page 1 of 1
Special Meeting
February 4, 2025
The City Council of the City of Palo Alto met on this date in the Council Chambers and by virtual
teleconference at 5:30 P.M.
Present In Person: Burt, Lauing, Lu, Lythcott-Haims, Reckdahl, Stone, Veenker
Lythcott-Haims arrived at 5:36 p.m.
Present Remotely:
Absent:
Special Orders of the Day
1. Interview Candidates for the Vacancies on the Planning and Transportation Commission.
CEQA Status – Not a project.
NO ACTION
Adjournment: The meeting was adjourned at 7:47 P.M.
ATTEST: APPROVED:
____________________ ____________________
City Clerk Mayor
NOTE: Action minutes are prepared in accordance with Palo Alto Municipal Code (PAMC)
2.04.160(a) and (b). Summary minutes (sense) are prepared in accordance with PAMC Section
2.04.160(c). Beginning in January 2018, in accordance with Ordinance No. 5423, the City Council
found action minutes and the video/audio recordings of Council proceedings to be the official
records of both Council and committee proceedings. These recordings are available on the
City’s website.
Item 2
Attachment B - February
4, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 6 Packet Pg. 14 of 246
CITY COUNCIL
DRAFT ACTION MINUTES
Page 1 of 6
Special Meeting
February 10, 2025
The City Council of the City of Palo Alto met on this date in the Council Chambers and by virtual
teleconference at 5:30 P.M.
Present In Person: Burt, Lauing, Lu, Lythcott-Haims, Reckdahl, Stone, Veenker
Present Remotely:
Absent:
Special Orders of the Day
1. Santa Clara County 2024 Synopsys Championship Science Fair STEM Winners from Palo
Alto
NO ACTION
2. Appointment of Candidates to the Planning and Transportation Commission
MOTION: Councilmember Burt moved, seconded by Councilmember Stone, to appoint seat 5
effective immediately tabulating the two highest vote getters. If candidates receive a majority,
they would be appointed to the two full year positions. The highest vote getter among those
two will be appointed to seat 5.
MOTION PASSED: 7-0
Planning and Transportation Commission
First Round of Voting for Two (2) vacancies on the Planning and Transportation Commission
with full terms ending March 31, 2029.
Forest Olaf Peterson: Veenker, Lythcott-Haims, Lu
Daniel Hekier:
William Glazier:
Arthur Keller:
Kevin Ji: Reckdahl, Burt, Lythcott-Haims, Veenker, Stone, Lauing
Salim Parak:
Thomas Kellerman: Lu
Declan King:
Item 2
Attachment C - February
10, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 7 Packet Pg. 15 of 246
DRAFT ACTION MINUTES
Page 2 of 6
City Council Meeting
Draft Action Minutes: 2/10/25
Michael Regula:
Todd James: Reckdahl, Burt, Stone, Lauing
Candidate Kevin Ji receiving 6 votes is appointed to a full-term (Seat 5) expiring March 31,
2029.
Candidate Todd James receiving 4 votes is appointed to a full-term (Seat 6) expiring March
31, 2029.
First Round of Voting for One (1) vacancy on the Planning and Transportation Commission with
a partial term ending March 31, 2026.
Forest Olaf Peterson: Stone, Lythcott-Haims, Veenker, Lu
Daniel Hekier: Burt
William Glazier:
Arthur Keller:
Salim Parak:
Thomas Kellerman:
Michael Regula:
Terrance Holzemer: Reckdahl, Lauing
Henrik Morkner:
Candidate Forest Olaf Peterson receiving 4 votes is appointed to a partial term (Seat 4)
expiring March 31, 2026.
Agenda Changes, Additions and Deletions
Public Comment
Council Member Questions, Comments and Announcements
Study Session
3. Housing and Homelessness in Palo Alto: Review of current efforts including the 2024
Gap Analysis Report, Update on Enforcement Work, Overview of Engagement
Framework to Develop an Implementation Plan, and Discussion of Other Potential Next
Steps
Item 2
Attachment C - February
10, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 8 Packet Pg. 16 of 246
DRAFT ACTION MINUTES
Page 3 of 6
City Council Meeting
Draft Action Minutes: 2/10/25
NO ACTION
Consent Calendar
MOTION: Councilmember Lu moved, seconded by Vice Mayor Veenker to approve Agenda
Item Numbers 4-12.
MOTION PASSED: 7-0
4. Approval of Minutes from January 21, 2025 and January 25, 2025 Meetings
5. Approval of Contract Amendment Number 2 to Contract Number S24189598 with Good City
Company in the Amount of $24,930 for a Stream Corridor Protection Ordinance Update;
CEQA Status: Exempt Pursuant to CEQA Guidelines 15061(b)(3)
6. Approval of Contract Amendment Number Three to Contract Number C21177024 With
Veolia Sustainable Buildings USA West, Inc. to Extend the Contract Time Through August 14,
2026 With No Change in the Amount Not-to-Exceed of $1,985,000 for the Commercial &
Industrial Energy Efficiency Program. CEQA - Not a Project
7. Approval of Amendment Number Three (3) to Contract Number C19174648 with
WaterSmart Software, Inc. (dba WaterSmart) for the WaterSmart Utilities Customer Portal,
to Extend the Contract Term for 18 Months, for the Total Not-to-Exceed Amount of
$537,763 Over the Seven-Year Term; CEQA status –Exempt under CEQA Guidelines Section
15308.
8. Adoption of a Resolution Authorizing the City Manager to Approve the Verified Emission
Reduction (VER) Master Agreements with AQC Environmental Brokerage Services, Inc. and
SCB Brokers, LLC and Authorizing the City Manager to Purchase VERs from AQC
Environmental Brokerage Services, Inc. and SCB Brokers, LLC Under Specified Terms and
Conditions During Calendar Years 2025 Through 2034, Inclusive, Subject to Limitations;
CEQA Status: Not a Project, CEQA Guidelines 15378(b)(5)
9. Approval of Professional Services Contract Number C25189597 with Rutherford & Chekene
in an Amount Not to Exceed $207,812 for Development of a Seismic Hazard Identification
and Mitigation Program for a Period of Three Years. CEQA Status: Exempt under CEQA
Guidelines 15262.
10. Approval of Two Professional Service Agreements: Contract No. C25190944A with 4Leaf,
Inc. and Contract No. C25190944B with Park Engineering, Inc in the Aggregate Amount Not-
to-Exceed $3.75 Million for a Period of Five Years for On-Call Field Inspections and
Construction Management Services to Support Utilities Water, Gas, and Wastewater Capital
Improvement Projects; CEQA Status: Not a project.
Item 2
Attachment C - February
10, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 9 Packet Pg. 17 of 246
DRAFT ACTION MINUTES
Page 4 of 6
City Council Meeting
Draft Action Minutes: 2/10/25
11. Adoption of a Resolution Amending the Conflict of Interest Code for Designated City
Officers and Employees as Required by the Political Reform Act and Regulations of the Fair
Political Practices Commission and Repealing Resolution Number 9937. CEQA Status -- Not a
Project
12. SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Various
Chapters of Title 18 (Zoning) of the Palo Alto Municipal Code to Implement the 2023-2031
Housing Element (FIRST READING: January 21, 2025 PASSED 7-0)
City Manager Comments
Ed Shikada, City Manager
Recess City Council Meeting and Convene Public Improvement Corporation Meeting
Action Items
13. Approval of the FY 2024 Public Improvement Corporation’s Annual Financial Report;
CEQA Status: Not a Project
MOTION: Board Member Stone moved, seconded by Board Member Veenker to approve the
Fiscal Year (FY) 2024 Annual Financial Report for the Palo Alto Public Improvement Corporation.
MOTION PASSED: 7-0
Reconvene City Council Meeting
Action Items
14. PUBLIC HEARING: Objections to Weed Abatement at Affected Properties and Approval of
Affected Property List for Commencing Weed Abatement in 2025; CEQA status – exempt
MOTION: Mayor Lauing moved, seconded by Councilmember Lythcott-Haims to:
1. Adopt a determination that weed abatement activities in 2025, as described in
Resolution 10201 (Attachment A) adopted by Council on December 2, 2024, are exempt
under Class 8 (CEQA Guidelines section 15308);
Item 2
Attachment C - February
10, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 10 Packet Pg. 18 of 246
DRAFT ACTION MINUTES
Page 5 of 6
City Council Meeting
Draft Action Minutes: 2/10/25
2. Hold a Public Hearing to hear and consider any objections to the proposed destruction
and removal of weeds in 2025 at the properties listed in Attachment B; and
3. Approve the final list of affected properties for weed abatement in 2025 (Attachment B)
following the public hearing, and direct weed abatement activities to commence at
those properties in accordance with Resolution 10201.
MOTION PASSED: 7-0
15. PUBLIC HEARING / QUASI-JUDICIAL. 3265 El Camino Real [24PLN-00012]: Approval of an
Ordinance Rezoning the Subject Parcel From Commercial Services (CS) to Planned
Community Zoning (PC) and Adoption of a Record of Land Use Action to Construct a 100%
Affordable, Five-Story, 55 Unit Residential Rental Project. Environmental Assessment: Initial
Study/15183 Streamlined CEQA Review.
MOTION: Councilmember Stone moved, seconded by Councilmember Burt, to take the
following actions:
1. Consider the Initial Study Checklist/Streamlined Environmental Review prepared in
accordance with California Environmental Quality Act (CEQA) Guidelines Section 15183;
2. Adopt the Ordinance in Attachment B amending the zone district from CS to PC; and
3. Approve the Record of Land Use Action in Attachment C, with the following additions:
a. Future residents shall be notified that if a future Residential Parking Permit (RPP)
will be enacted, that they may be excluded from it; and
b. The property manager shall provide an annual report to the City of the number
of Palo Alto Unified School District employees that occupy the building and
which unit types they are occupying.
4. Incorporate into the Regulatory Agreement:
a. Allow the Owner to designate the Low-Income Unit as a Moderate-Income Unit
with a countervailing re-designation of a previously Moderate-Income Unit to
Low-Income Unit; and
b. For PAUSD employees, if a tenant exceeds the maximum allowable income, they
will be allowed to stay in the unit for a period of six months or through the end
of the school year, whichever is later, subject to legal review; and
c. Include a preference for PAUSD employees; and
Item 2
Attachment C - February
10, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 11 Packet Pg. 19 of 246
DRAFT ACTION MINUTES
Page 6 of 6
City Council Meeting
Draft Action Minutes: 2/10/25
d. Allow up to 2 low-income units to transition to 100% AMI.
MOTION PASSED: 7-0
AMENDMENTS INCORPORATED INTO THE MOTION WITH THE CONSENT OF THE MAKER AND
SECONDER
Adjournment: The meeting was adjourned at 11:06 P.M.
ATTEST: APPROVED:
____________________ ____________________
City Clerk Mayor
NOTE: Action minutes are prepared in accordance with Palo Alto Municipal Code (PAMC)
2.04.160(a) and (b). Summary minutes (sense) are prepared in accordance with PAMC Section
2.04.160(c). Beginning in January 2018, in accordance with Ordinance No. 5423, the City Council
found action minutes and the video/audio recordings of Council proceedings to be the official
records of both Council and committee proceedings. These recordings are available on the
City’s website.
Item 2
Attachment C - February
10, 2025 Draft Action
Minutes
Item 2: Staff Report Pg. 12 Packet Pg. 20 of 246
City Council
Staff Report
From: City Manager
Report Type: CONSENT CALENDAR
Lead Department: Planning and Development Services
Meeting Date: February 24, 2025
Report #:2411-3795
TITLE
Authorize Transmittal of the 2024 Comprehensive Plan Annual Progress Report to the Office of
Planning and Research and the 2024 Housing Element Annual Progress Report to the
Department of Housing and Community Development.
RECOMMENDATION
The Planning and Transportation Commission and staff recommend City Council review the
following State-mandated Annual Progress Reports and direct staff to submit them to the
appropriate State authorities by April 1, 2025:
1. 2024 Comprehensive Plan Annual Progress Report (Attachment A) to the Office of
Planning and Research (OPR); and
2. 2024 Housing Element Annual Progress Report (Attachments B and C) to the
Department of Housing and Community Development (HCD).
EXECUTIVE SUMMARY
This report provides an update on the status of the 410 implementation programs contained in
the Comprehensive Plan (Comp Plan) and the 110 implementation programs in the 2023–2031
Housing Element (Housing Element), a chapter of the Comp Plan. The City is required to submit
an annual progress report on the implementation progress of the Comp Plan and Housing
Element annually by April 1.
With the program status updates in 2024, a total of 17 (4%) of the 410 Comp Plan programs
have been, or are now complete, and 291 (71%) are considered ongoing tasks. The remaining
102 (25%) of the programs, the partially complete and pending programs, still need to be
completed.
Item 3
Item 3 Staff Report
Item 3: Staff Report Pg. 1 Packet Pg. 21 of 246
For the Housing Element, certified in August 2024, the City has made progress on program
implementation; approximately 56% of the programs are considered either complete or part of
on-going operations, and 26% of the programs are considered in progress. See Attachment B
and discussion below for more information about the Housing Element program
implementation status.
On November 13, 2024, the Planning and Transportation Commission (PTC) reviewed the
statuses of the Comp Plan and the Housing Element Implementation programs. There were no
public comments and the PTC voted unanimously to recommend the Council review and
transmit the annual reports to the relevant State entities by April 1, 2025.
BACKGROUND
This Annual Progress Report (APR) is for the seventh year of annual reporting since the
adoption of the 2030 Comprehensive Plan in 2017 and for the second year of the 6th Cycle
Housing Element. The City Council reviewed the 2023 annual reports on March 11, 2024.1 The
PTC reviewed the 2024 APRs on November 13, 2024.
2030 Comprehensive Plan Implementation APR
The Comprehensive Plan Implementation APR is a State mandated report, required by
Government Code Section 654003, and submittal is due by April 1 each year. The Government
Code states that after a legislative body (City Council) adopts the Comp Plan, an annual review
must be submitted to the City Council, the Office of Planning and Research (OPR), and the
Department of Housing and Community Development (HCD) on the status of the plan’s
progress in implementing programs.
In addition to the State mandated annual reporting, the Palo Alto Municipal Code (Section
19.04.030)2 specifies that the PTC shall annually review the Comprehensive Plan “and
recommend to the City Council such extensions, changes or additions to the plan as the
commission may consider necessary in the view of any change in conditions.” The PTC did not
recommend any extensions, changes, or additions to the plan this year.
2023-2031 Housing Element APR
The HCD requires an APR addressing the City’s progress in implementing the Housing Element.
The report is due by April 1. The report includes data on housing production and
accomplishments toward the City’s Regional Housing Needs Allocation (RHNA) goals. The 2023
Housing Element APR, submitted in March 2024, was the first year of reporting on the
implementation of the 6th Cycle Housing Element programs.
1 2024-03-11 City Council Agenda Packet
2 https://codelibrary.amlegal.com/codes/paloalto/latest/paloalto_ca/0-0-0-82254
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Item 3: Staff Report Pg. 2 Packet Pg. 22 of 246
The 2024 Housing Element APR reflects the second year of the 6th Cycle Housing Element that
was readopted by City Council on April 15, 2024, and certified by HCD on August 20, 2024.
HCD mandates that the APR for the Housing Element focus on three topics:
•Total number of net housing units produced or “permitted” by the City in a
calendar year;
•Status of jurisdiction’s progress in addressing its RHNA; and
•Status of the implementation of the Housing Element’s programs and goals.
Planning and Transportation Commission Review
On November 13, 2024, the PTC reviewed the Comp Plan and HE implementation programs.3
The PTC’s questions ranged from procedural review schedules to specific program
implementation practices. The PTC unanimously approved staff’s recommendation to take the
year-end statuses of programs to City Council in early Spring. The minutes for the November 13,
2024, PTC meeting are available here. 4
ANALYSIS
This section provides an overview of 2024 APRs for the Comp Plan and Housing Element and
provides high-level summaries of the related data. See Attachments A and B for individual
program details and information about the City’s RHNA progress.
Comprehensive Plan Program Implementation Status
The Comp Plan is intended to be a living document, to grow and evolve as local conditions
change. The City Council’s role is to review the Comp Plan programs annually and consider any
modifications that may be necessary. All amendments require public hearings by the PTC and
City Council and evaluation of the potential impacts on Palo Alto’s physical environment, in
accordance with the California Environmental Quality Act (CEQA).
Attachment A provides detailed status summaries of the 410 programs.
Staff assessed the implementation programs of the Comp Plan and reported on the following
three aspects:
1. Completion Status
Staff have categorized programs as follows:
• Complete: Program implemented; tasks complete; no follow-up needed.
• Partially Complete: Program implementation tasks in-progress.
3 2024-11-13 Planning & Transportation Commission Agenda Packet
4 2024-11-13 Planning & Transportation Commission Summary Minutes
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Item 3: Staff Report Pg. 3 Packet Pg. 23 of 246
• Ongoing: Program activities ongoing as standard business practice.
• Pending: Program implementation not started.
The table below indicates how many programs fall into each of these categories as of the end of
December 2024 and compares this to the status at the end of 2023. Note that some programs
that were considered ongoing in 2023 have since been either completed or partially completed,
leading to an overall reduction in ongoing programs and an overall increase in completed and
partially completed programs.
Table 1. Completion Status of the Comprehensive Plan Programs (through December 2024)
Completion Status
Number of
Programs
(2023)
Percent of
Total
(2023)
Number of
Programs
(2024)
Percent of
Total
(2024)
Complete
Program implemented; tasks complete; no
follow-up needed
13 3%17 4%
Ongoing
Program activities ongoing as standard
business practice
301 73%292 71%
Partially Complete
Program implementation tasks in-progress 36 9%52 13%
Pending
Program implementation not started 60 15%49 12%
Total 410 100%410 100%
Source: City of Palo Alto, Planning and Development Services, January 2025
2. Target Completion Date at Time of Comp Plan Adoption
Comp Plan Implementation Programs priorities were identified in 2017 when the Plan was
adopted. These priorities correlated to the timeframe within which the programs should be
completed.
Table 2. Completion Status of the Comprehensive Plan Programs by Target Completion Date
(through December 2024)
Target Completion Date at Time of
Comp Plan Adoption
Number of
Programs Complete Ongoing Partially
Complete Pending
By 2022 97 7 62 21 7
2022-2027 93 4 43 20 26
After 2027 11 1 4 1 5
Continuous (not expected to be
completed)209 5 183 10 11
Total Programs 410 17 292 52 49
Source: City of Palo Alto, Planning and Development Services, January 2025
Item 3
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Item 3: Staff Report Pg. 4 Packet Pg. 24 of 246
Note: Please see November 13, 2024, PTC packet for an explanation of terminology changes.5
3. Level of Effort Required to Complete
For each Comp Plan program, the level of effort for program implementation is assessed
annually. The level of effort reflects the magnitude and complexity of the program in terms of
project size (e.g., small, medium, or large), required staffing, departmental planning,
interdepartmental or cross jurisdictional involvement, and overall financial cost.
The levels of effort are as follows:
• Standard: Relatively lower level of effort to complete; can likely be accomplished with
existing resources.
• Significant: Moderate level of effort required to complete; may require some additional
resources.
• Substantial: High level of effort required to complete; very likely to require additional
staffing, financial or other resources.
Table 3. Completion Status of the Comprehensive Plan Programs by Level of Effort for
Programs Not Yet Completed (through December 2024)
Level of Effort to Complete Implementation Number of
Programs Ongoing Partially
Complete Pending
Standard
Relatively lower level of effort to complete;
can likely be accomplished with existing
resources
223 181 22 20
Significant
Moderate level of effort required to complete;
may require some additional resources
121 79 20 22
Substantial
High level of effort required to complete; very
likely to require additional staffing, financial
or other resources
49 32 10 7
Total 393 292 52 49
Source: City of Palo Alto, Planning and Development Services, January 2025
Note: Please see November 13, 2024, PTC packet for an explanation of terminology changes.6
Housing Element Program Implementation Status
In 2024, Planning & Development Services staff remained focused on tasks associated with the
6th Cycle Housing Element revision and readoption process based on HCD comments. The City
Council readopted the 2023-2031 Housing Element on April 15, 2024, and HCD certified it on
August 20, 2024.
5 2024-11-13 Planning & Transportation Commission Agenda Packet
6 2024-11-13 Planning & Transportation Commission Agenda Packet
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The Housing Element has 110 implementation program objectives that address a range of
initiatives to support housing in the City. At this time, considerable progress has been made on
program implementation. Of the 110 adopted program objectives, staff has addressed
approximately 62 (56%). Many of these program objectives are part of ongoing operations. An
additional 29 (26%) of the program objectives are considered in progress. The list of Housing
Element programs is provided in Attachment B.
2024 Achievements Toward 2023-2031 RHNA
For the 2023-2031 RHNA cycle, the City’s allocation is 6,086 units. Table 4 shows the City’s
progress in housing production as of December 31, 2024.
Table 4. City Progress Towards 2023-2031 RHNA Allocation (as of December 31, 2024)
Income Level 2023-2031 RHNA
(by Income Level)
Total Units Permitted as
of December 2024
Total Remaining
RHNA
% of RHNA
Permitted
Extremely Low
Income 778 0 778 0.00%
Very Low Income 778 0 778 0.00%
Low Income 896 89 807 9.93%
Moderate 1,013 71 942 7.01%
Above Moderate 2,621 285 2336 10.87%
Total 6,086 445 5,641 7.31%
Source: City of Palo Alto, Planning and Development Services, December 2024
As of December 31, 2024, the City issued building permits for 445 units. Approximately 64% of
these units were in the Above Moderate-Income category (223 accessory dwelling units and 27
single family homes).
FISCAL/RESOURCE IMPACT
There is no resource impact anticipated. Staff time to prepare and submit reports was
contemplated in the allocation of resources to the department.
STAKEHOLDER ENGAGEMENT
Members of the public had an opportunity to comment on the draft APR reports during the PTC
hearing held on November 13, 2024. There were no public speakers for this item. Other than
the required noticing for City Council and PTC meeting in a local paper and public media, staff
did not perform any specific community outreach.
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ENVIRONMENTAL REVIEW
This report on the City’s progress of the existing Implementation Chapter of the Comp Plan and
the Housing Element is not a project requiring review under the California Environmental
Quality Act (CEQA).
ATTACHMENTS
Attachment A: Comp Plan Implementation Program Status, 2024
Attachment B: 2023-2031 Housing Element Implementation Program Status, 2024
Attachment C: City’s RHNA Progress, 2024
APPROVED BY:
Jonathan Lait, Planning and Development Services Director
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Attachment A: Comprehensive Plan Implementation Program Status, 2024
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Business & Economics Element
Goal B‐1: Businesses in Palo Alto that contribute to economic vitality, enhance the city’s physical environment, promote municipal revenues and provide needed local services.
The City continues to monitor the office / Research & Development growth. In 2024, there
was a net gain of 2600 sq. ft. of office/R&D as of September 2024. The 2023 Staff
Comment was provided as a mid‐year update in 2023 ‐ by the end of the 2023 calendar
year there was a net gain of 93,920 sq. ft office / R&D.
Planning and
Development Services & Continuous Task
City Manager's Office
Implement and periodically amend an Economic Development Policy to guide business development in
the City in a manner consistent with Policy L‐1.10.B.1.1 Standard Ongoing
Ongoing
Goal B‐3: Careful management of City revenues and expenditures so that the fiscal health of the City is ensured and services are delivered efficiently and equitably.
The new business tax program has launched and both the business tax and business
registry processes are active resulting in existing and new businesses providing updated
information to the City annually along with fees either quarterly for the tax or annually for
the registration.
Continue to refine tools, such as the Business Registry, as data sources on existing businesses, including
the type of business, number of employees, size, location, and other metrics to track the diversity of Palo
Alto businesses.
Administrative Services
DepartmentB3.2.1 Continuous Task Significant
Goal B‐4: The stimulation of diverse commercial, retail and professional service business opportunities through supportive business policies and a culture of innovation.
Revise zoning and other regulations as needed to encourage the preservation of space to accommodate Planning andB4.2.1
B4.2.2
B4.6.1
2022‐2027 Significant
Standard
Standard
Pending
Pending
Ongoing
Work has not commenced.
Work has not commenced.
small businesses, start‐ups and other services.Development Services
Consider planning, regulatory, or other incentives to encourage property owners to include smaller office
spaces in their buildings to serve small businesses, non‐ profit organizations, and independent
professionals.
Planning and
Development Services 2022‐2027
Planning and The City continues to encourage Palo Alto residents, workers, and visitors to buy in Palo
Alto through its Uplift Local campaign and opportunities for businesses to cross‐promote
with City events.
Work with local merchants to encourage Palo Alto residents, workers, and visitors to buy in Palo Alto.Development Services & Continuous Task
City Manager's Office
Study the overall viability of ground‐floor retail requirements in preserving retail space and creating an
active street environment, including the types of locations where such requirements are most effective. Development Services
Planning and The reports were presented to the PTC in 2024. Council reviewed the report per PTC and
Council Retail Ad Hoc and directed staff to proceed with recommendations.B4.6.2
B4.6.3
2022‐2027 N/A Complete
OngoingMaintain distinct neighborhood shopping areas that are attractive, accessible, and convenient to nearby Planning and
residents.
Goal B‐5: City regulations and operating procedures that provide certainty, predictability and flexibility and help businesses adapt to changing market conditions.
Continuous Task Standard This is an ongoing effort.
This is an ongoing effort.
Development Services
Regularly evaluate ways to improve coordination of the City’s environmental review, permitting, and
inspection processes.
Planning and
Development ServicesB5.1.1
B5.1.2
Continuous Task Standard Ongoing
Objective Design Standards for housing development projects and for single‐family homes
were approved in 2022. Ongoing improvements will be made as needed. SOFA CAP zone
regulations will be updated in 2026 to include objective design standards.
Improve design guidelines to reduce ambiguity and more clearly articulate compatibility principles to the Planning and
business community and to the public.2022‐2027 Significant Partially CompleteDevelopment Services
Staff is processing more Architectural Review applications over the counter including sign
applications. These procedures were last updated in February 2024 to add additional
items that can be processed OTC.
Planning and
Development ServicesB5.1.3
B5.1.4
Simplify the design review process for small‐scale changes to previously approved site plans and buildings.2022‐2027 Significant
Significant
Ongoing
Revise zoning and other regulations as needed to encourage the revitalization of aging retail structures
and areas. Encourage the preservation of space to accommodate small, independent retail businesses and
professional services.
Retail study was completed in 2024 and shared with the Retail Ad Hoc and Council. Council
reviewed the report and adopted an interim ordinance in December 2024 with direction to
staff to proceed with work on a permanent ordinance in 2025.
Planning and
Development Services Continuous Task Partially Complete
Goal B‐6: Attractive, vibrant retail centers, each with a mix of uses and a distinctive character.
City Council approved City's Economic Development strategy in 2023. To progress on that
strategy, the City continues collaborating with various stakeholders, including the Chamber
of Commerce, University Avenue Downtown Businesses, California Avenue businesses,
hoteliers, Stanford, and others to promote a strong business climate. Focused business
support through programs like Uplift Local, public art installations, holiday events, and
other ways to activate spaces will continue.
Planning and
Development Services & Continuous Task
City Manager's Office
Actively work with Downtown businesses, professional associations and the Palo Alto Chamber of
Commerce to retain successful retail businesses that contribute to the City’s goals for Downtown.B6.1.1 Standard Ongoing
Goal B‐7: Thriving business employment districts at Stanford Research Park, Stanford Medical Center, East Bayshore/San Antonio Road Area and Bayshore Corridor that complement the City’s business and neighborhood centers.
Page 1 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 8 Packet Pg. 28 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Review policies and regulations guiding development at Stanford Research Park and revise them as
needed to allow improved responsiveness to changing market conditions in a manner consistent with
Policy L‐1.10.
The City Council adopted the Housing Element in May 2023 and adopted a revised Housing
Element in April 2024 which was certified by the State in August 2024. Staff meets
regularly with Stanford University regarding land use on an ongoing basis.
Planning and
Development ServicesB7.2.1 2022‐2027 Significant
Significant
Ongoing
Study the feasibility of a “transfer of development rights” (TDR) program and other measures that would
provide greater development flexibility within Stanford Research Park without creating significant adverse
traffic impacts or increasing the allowable floor area.
Planning and
Development ServicesB7.2.2 2022‐2027 Pending Work has not commenced.
Community Services & Facilities Element
Goal C‐1: Deliver community services effectively and efficiently.
No change from previous year reporting. City staff continues to work collaboratively with
Palo Alto Community Child Care (PACCC) by managing service contracts with them in order
to provide the best care possible.
Collaborate with Palo Alto Community Child Care (PACCC) to identify, develop, and promote high quality Community ServicesC.1.15.3 Continuous Task Standard Ongoingearly learning environments to serve all families in our community.Department
The City supports Teen Leadership Groups, including the Art Center Teen Leadership Group
(ACTL), Palo Alto Youth Council (PAYC), Teen Advisory Board (TAB), Teen Library Advisory
Board (TLAB) and Teen Arts Council (TAC), as well as overseeing Think Fund, a supportive
grant program for teens, and the makerspace, MakeX. The teen leadership groups give
high school students in Palo Alto the opportunity to serve the teen community by acting as
a voice toward action and change. The Teen Center at Mitchell Park Community Center is
open for middle school students Monday – Friday from 3pm‐6pm, and now provides
activities every Friday night for high School students from 6pm‐8pm. The Art Center
continues to provide creative opportunities for teens through expanded teen classroom
assistants and a larger, more engaged Art Center Teen Leadership (ACTL) group. In the past
year, ACTL had 29 members. Participants were primarily from the Palo Alto schools, and
attended artist talks and workshops, made holiday cards for Avenidas clients, organized
and held a Teen Event with 75 teens in attendance, and exhibited their art at the Art
Center. The City also continues to partner with local organizations support youth suicide
prevention and mental health awareness through community education, outreach, and
training; access to quality youth mental health services; and policy advocacy. The City also
funds Youth Community Service's Connectedness Initiative.
Develop programs and activities for teens that strengthen leadership skills, encourage a culture of
community service, inclusiveness, tolerance and acceptance of others.
Community Services
DepartmentC.1.17.2 Continuous Task Standard Ongoing
Support, promote, and publicize the provision of comprehensive senior services in coordination with
senior service providers. Comprehensive services include addressing senior nutrition, mental health and
transportation.
City continues to support Avenidas for a wide array of senior programming/services, La
Comida for senior nutrition needs, and Senior Adult Legal Assistance for free legal services
for seniors.
Community Services
DepartmentC.1.18.2
C.1.18.3
Continuous Task Standard
Standard
Ongoing
Ongoing
Establish a support program for caregivers of seniors and people with disabilities by partnering with
private, nonprofit, faith‐based and public community service
organizations.
Community Services
Department
This work is part of Avenidas contracted scope of services. The City has an agreement with
Magical Bridge Foundation to programs for people with disabilities.2022‐2027
Explore a City solution to help residents and others to resolve questions and concerns and navigate the
City’s community services and facilities.
Community Services
DepartmentC.1.2.2
C1.1.1
2022‐2027 Significant
Standard
Ongoing
Ongoing
No Change from Previous Year
No change from Previous yearBased on identified needs, continue to provide and expand the provision of multilingual literature,
program information and educational displays at public community facilities and parks.
Community Services
Department Continuous Task
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Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 9 Packet Pg. 29 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
The Palo Alto Art Center free‐admission exhibitions continue to showcase diverse cultural
themes through art, engaging more than 20,000 diverse community members last fiscal
year. In FY24, the Art Center presented the exhibition Boom Oaxaca, which celebrated the
cultural traditions of Palo Alto’s sister city Oaxaca, Mexico. In Feast or Famine and What’s
Cooking’? celebrated food traditions from countries as diverse as China, Vietnam, Mexico,
and India, highlighting how food connects us to our identity and each other. With the
support of the Friends of the Palo Alto Children’s Theatre, the Children’s Theatre
commissioned new theatrical works supported by community collaborations and cross‐
cultural exchanges. In FY24, the Children’s Theatre produced an adaptation of The
Velveteen Rabbit, in a version of the classic tale that featured all non‐binary roles, and
aimed at teaching children about both having compassion for those who are different and
coping with loss. Following The Velveteen Rabbit, The Children’s Theatre collaborated with
local schools as well as the Palo Alto Junior Museum and Zoo to produce the world
premiere of Meerkats – the Musical, a new play that combined science learning and art.
Establish a cross‐cultural outreach program to engage residents of all ages, cultural, social and linguistic
backgrounds in educational, recreational and cultural activities offered throughout the City of Palo Alto. Department
Community ServicesC1.1.2 2022‐2027 Significant Ongoing
In cooperation with public and private businesses, non‐ profit organizations, and PAUSD, develop a service Community Services
program that will coordinate the efforts of agencies providing services to families and youth in Palo Alto. DepartmentC1.12.1 Continuous Task Significant Ongoing This is an ongoing task.
This is an ongoing task.
Determine the potential for City shared use of PAUSD facilities for weekend, summer and evening use for
community uses such as child care, libraries, recreational facilities, community meeting space, education,
language education, health care, culture and computer resources.
Community Services
DepartmentC1.13.1
C1.15.1
2022‐2027 Significant
Standard
Pending
OngoingSupport and promote the provision of comprehensive child care services in Palo Alto by public and private Community Services City staff and the Early Care and Education Committee continue to work to support child
care providers in the community.By 2022providers, including employers.Department
Staff requested an allocation from the Child Care Trust Fund from Council in December of
2024 to re‐establish the Child Care Mini Grant Program. This program will provide small
grants to support professional development opportunities for providers and the provision
of professional services to assist them in addressing the specialized needs of children in
their programs.
Utilize the Early Care and Education Committee to develop and update the Child Care Master Plan, and to
connect providers and professionals working with families with young children, explore challenges and
opportunities to programs and services for young children, and support early education programs in the Department
community in their efforts to enhance quality.
Community ServicesC1.15.2 By 2022 Standard Ongoing
Community Services
DepartmentC1.15.4
C1.16.1
Explore opportunities to provide access to childcare for families of City employees.After 2027 Standard
Standard
Ongoing
Ongoing
This program is in place and ongoing.
This is an ongoing effort and the Community Services Department's nonprofit partners
provide some support for these programs. The City Council approved funding for youth
mental health support in the FY25 budget to help support these programs.
Identify funding sources for expanded outreach and increased involvement to support youth and teen
leadership programs and events.
Community Services
Department 2022‐2027
The City continues to support Project Safety Net, now a 501(c)(3) and Youth Community
Service, to support teen mental health programs. The Human Services Resource Allocation
Process (HSRAP) has historically funded several organizations focusing on teen health. The
City also funds Youth Community Service's Youth Connectedness Initiative. The City
Council provided funding in FY25 in support of youth mental health.
Leverage available funding to pursue support of teen mental, physical, social and emotional health
programs.
Community Services
DepartmentC1.16.2
C1.17.1
Continuous Task
By 2022
Standard
Standard
Ongoing
OngoingOptimize participation in such programs by increasing the number of locations where the programs are
provided and by supporting transportation options to these locations.
Community Services
Department
Free Link rides are available to teens seeking to access places that support their mental
health.
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Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 10 Packet Pg. 30 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
In FY24, the Art Center engaged 2,305 children and youth in after‐school and weekend
classes throughout the school year and in eight weeks of summer camps focused on
drawing, painting, comics, ceramics, fashion design, jewelry and more. The Art Center
continues to provide creative opportunities for teens through expanded teen classroom
assistants and a larger, more engaged Art Center Teen Leadership (ACTL) group. In the past
year, ACTL had 29 members. Participants were primarily from the Palo Alto schools, and
attended artist talks and workshops, made holiday cards for Avenidas clients, organized
and held a Teen Event with 75 teens in attendance, and exhibited their art at the Art
Center. A value of more than $320,000! The Art Center’s summer intern program
continues to provide meaningful work experience in the arts for diverse teens from around
the country. Last year, diverse undergraduate interns and graduate fellows were from
University of San Francisco, Museum Studies Masters Program; UC Riverside, George
Washington University, University of Washington, Syracuse, Barnard, and the University of
Miami. In FY24, the Children’s Theatre worked with the Friends of Palo Alto Children’s
Theatre to provide more than $20,000 in paid internships to 53 teens, who were able gain
hands on teaching and mentorship opportunities in both production and theatre classroom
settings. In 2023 the Palo Alto Junior Museum established an internship position in the Zoo
as a way of engaging youth from local low‐income neighborhoods that are interested in
pursuing a carrier in the zoo and aquarium fields. This year staff is working with education
nonprofits in East Palo Alto to recruit high‐school or college age youth for the position.
Community Services
DepartmentC1.17.3 Promote a diverse range of interests and vocations among programs offered to children, youth and teens.2022‐2027 Standard Ongoing
The Palo Alto Art Center engages seniors through our adult studio program (approximately
18% of adult studio class takers identify as 65 years or older), through our volunteer
program (in FY24, approximately 400 active volunteers contributed more than 10,000
hours), and our outreach program funded by the Palo Alto Art Center that provides free art
making opportunities to low‐income senior communities in Palo Alto.
Develop a program to engage the talents and skills that seniors possess that would provide volunteer
opportunities throughout the City.
Community Services
DepartmentC1.18.1
C1.2.1
Continuous Task
Continuous Task
Standard
Standard
Ongoing
OngoingPeriodically review public information, outreach and community relations activities to evaluate
effectiveness.
Community Services
Department No change from previous year reporting. This is an ongoing task.
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Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 11 Packet Pg. 31 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
In FY24, the Art Center offered free use of Aira, an on‐demand app for use by people with
vision impairment for live visual descriptions. The Art Center also purchased and promoted
its accessible artmaking equipment, including an accessible potters’ wheel and easels.
Accessibility offerings are outlined on the Art Center’s access webpage, and also include
social narratives for visiting our galleries and taking classes in our studios. Thanks to
support from the Palo Alto Art Center Foundation, the Art Center can offer scholarships to
East Palo Alto youth and low‐income seniors to reduce barriers to access classes and
workshops. Community Services also continues to partner with Magical Bridge Foundation
to offer inclusive programming for all‐abilities. Community Services also received approval
to hire a .75 FTE Therapeutic Recreation Coordinator to provide access and inclusion
support to the Department. In FY24, as part of the Children's Theatre's Magical Series
Spectrum and Sensory Friendly offerings, developed in collaboration with the Magical
Bridge Foundation, the Children’s Theatre offered Magical Series Sensory and Spectrum
Friendly performances and classes, including acting, dance and music therapy offerings
designed for differently abled participants. The Children’s Theatre Main Stage and Summer
Hot Dog Series offered ASL designated performances, as well as a “Read‐Along” option for
audiences, available at all performances. The Children’s Theatre also worked with PAUSD
to offer free theatre classes in summer camps designed to serve to low‐income and
traditionally under‐represented communities, as well as working in partnership with the
Magical Bridge Foundation to provide free theatre and music classes in the “Magical Day
Program,” a camp that serves participants with special needs who have aged out of
traditional education programs.
Identify barriers to participation in City programming and facilities across gender, age, socioeconomic and
ethnic groups and sexual identity and orientation, as well as mental and physical abilities, and adopt
strategies to remove barriers to participation.
Community Services
DepartmentC1.2.3 By 2022 Significant Ongoing
The Palo Alto Art Center Foundation provides vital support to the Art Center to reach
underserved communities. Thanks to the Foundation, Cultural Kaleidoscope, our artists‐in‐
the‐schools program, was offered free‐of‐charge in 34 Palo Alto and East Palo Alto
classrooms to 816 students, fostering classroom learning through the arts in FY24. Thanks
to the generosity of the Palo Alto Art Center Foundation, 22 scholarship Project Look
school tours were provided, with bussing to East Palo Alto schools, allowing the
participation of more than 500 students. In FY24, the Children’s Theatre worked with the
Friends of Palo Alto Childrens Theatre to provide more than $20,000 in theatre field trip
transportation grants to Title‐1 schools, as well as class and camp scholarships to low‐
income families. In FY24, Palo Alto Children’s Theatre continued to support the
development of the Reparations Project, a national collaboration with The Breath Project
and the Friends of Palo Alto Children’s Theatre, to encourage conversations around the
topic of slavery reparations in educational and performing arts institutions, and was part of
the Black Experience Festival in Mountain View, California. In addition to the Reparations
Project, the theatre participated in a production about housing insecurity for the Black
Experience Festival, and paid internships for Palo Alto teens were included in both
projects. With funding from the Friends of the Junior Museum & Zoo the JMZ provided 22
scholarships to low income students to come to JMZ week‐long camps and one Summer
Camp Assistant position. 113 after school programs (Science with a Twist) in East Palo Alto
schools, 433 programs in five 5 Boys and Girls Clubs, 5 field trips to Palo Alto Open Space
Preserves, and four field trips to the JMZ. With funding from Santa Clara County the JMZ
provided 73 program for Title 1 schools in the county plus 14 field trips to Open Space
Preserves with transportation, and One class’s field trip to the JMZ. With funding from First
5 Santa Clara the JMZ provided 65 “Mommy and Me” preschool programs in five family
resource centers.
Community Services
DepartmentC1.2.4 Based on identified needs, expand program offerings to underserved groups.Continuous Task Substantial Ongoing
Partner with agencies for support and improved access so that all can participate as appropriate in Palo
Alto recreational programs.
Community Services
Department
Council approved funding for Magical Bridge Foundation to provide more programming in
the community.C1.20.1 Continuous Task Standard Ongoing
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Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 12 Packet Pg. 32 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Staff is leading an effort to count unhoused members of the community for the Bienniel
Point in Time Count, a national effort that requests that each community count and/or
interview their unsheltered homeleess population. This is being done with the assistance
of local serivces providers and community volunteers.
Increase awareness about caring and compassion for the unhoused and those who suffer from mental
and/or physical conditions through educational programming in partnership with community and business
organizations throughout the region.
Community Services
DepartmentC1.22.1 Continuous Task Standard
Standard
Ongoing
Ongoing
Work with Santa Clara and San Mateo Counties, the State of California, the federal government, non‐
profit agencies, business and other organizations to define roles and responsibilities in the comprehensive
provision of permanent supportive housing and temporary shelter, food, clothing and transportation for
those in need.
This is an ongoing task. The City continues to be involved local, regional, State and federal
partners in this work. This fall, the City joined a new intercity unhoused response
collaborative launched by Mountain View, to bring together cities to share information,
partner and learn from one another.
Planning and
Development Services / Continuous Task
CMO
C1.22.2
No change from previous year reporting. This is an ongoing task. Community Services
Department’s program areas regularly collect and review demographic information from
program participants. The Parks, Trails, Open Space and Recreation Master Plan contains
information on community needs.
Develop and implement a plan to collect and analyze data on demographics, use of community service
facilities and needs of the community as related to parks, open spaces, recreation, arts and culture.
Community Services
DepartmentC1.3.1
C1.6.1
2022‐2027
2022‐2027
Standard Ongoing
PendingEstablish a program to facilitate continuing corporate support for community services through
contributions of funds, time, materials and expertise.
Community Services
Department
No change from previous year reporting. A formal program to facilitate corporate support
has not been established. Corporate sponsorships for special events have been received.Significant
Goal C‐2: Demonstrate a commitment to excellence and high quality service to the public among City of Palo Alto officials and employees.
Human Resources
Department
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.C2.2.1 Establish performance review criteria for City employees that consider the quality of service provided.2022‐2027 Standard
Standard
Partially Complete
OngoingPeriodically perform evaluations of City service delivery and develop strategies for continuous
improvement. Use metrics and make information publicly available.
Community Services
Department
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.C2.2.2 Continuous Task
Goal C‐3: Recognize the intrinsic value and everyday importance of our parks and community centers, libraries, civic buildings and cultural assets by investing in their maintenance and improvement.
The Citywide Facility Condition Assessment (FCA) and Electrification Assessment (EA)
inspections have been completed. The data from the findings is being populated into
Maintenance Connection. This data will allow staff to track and plan for deferred
maintenance (catch‐up), regular maintenance (keep‐up), ADA Accessibility, Capital
Renewals (New) and Energy and Sustainability (electrification) for future CIP projects and
budgeting.
Administrative Services
Department/
OMB/PWD
C3.2.1 Develop a proactive Asset Management Program for infrastructure requirements and costs.2022‐2027 Significant Ongoing
Periodically evaluate how parks and recreational facilities are being used and develop strategies for
improving their use overall.
Community Services
Department
This is an ongoing effort. Staff regularly analyze programs and solicit feedback from
program participants to improve programs and provide desired amenities.C3.3.1
C3.3.2
Continuous Task
By 2022
Standard
Standard
Ongoing
OngoingStudy and recommend methods of private and public financing for improved park maintenance,
rehabilitation, and construction of facilities, including those used for arts and culture.
Community Services
Department
Staff continue to partner with stakeholders to design and fundraise for a new and
improved Greer skate park.
Public Works Staff continues to review all park facilities and determine where to upgrade systems to
increase water efficiency. This includes appliances, fixtures, and irrigation systems. Once
evaluated, staff will develop an implementation schedule. Non‐potable water
conservations measures will be included where and when feasible.
Estimate the costs of retrofitting all park facilities with water efficient appliances, fixtures and irrigation
systems and develop an implementation schedule to phase‐in use of non‐potable water conservations
measures where and when feasible.
Department and
Community Services
Department
C3.3.3
C3.3.4
After 2027 Significant
Significant
Ongoing
Planning and
Development Services Continuous Task
and Community
Periodically assess the need to adjust parkland dedication or fees in lieu thereof to ensure they remain
proportional to real estate values in Palo Alto.
New fees were adopted but there are follow up items with the Planning and Development
Services Department.Partially complete
Goal C‐4: Plan for a future in which our parks, open spaces, libraries, public art, and community facilities thrive and adapt to the growth and change of Palo Alto.
Explore opportunities to dedicate City‐owned land as parkland to protect and preserve its community‐
serving purpose into the future.
Community Services
Department
Staff continue to review current parklands and determine which may be appropriate for
future dedication.C4.1.1
C4.1.2
C4.1.3
By 2022 Standard Ongoing
Pending
Pending
Community Services
Department and
Planning and
Community Services
Department and
Planning and
Encourage dedication of new land for parks through regulations and incentives for new development and
programs to solicit bequests of land within the city.2022‐2027
After 2027
Significant
Substantial
This work has not been started due to staff priorities.
The Caltrain tracks have not been moved underground.Pursue opportunities to create linear parks over the Caltrain tracks in the event the tracks are moved
below grade.
Page 6 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 13 Packet Pg. 33 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Community Services
C4.1.4 Explore ways to dedicate a portion of in‐lieu fees towards acquisition of parkland, not just improvements. Department and 2022‐2027 Significant Pending This work has not been started due to staff priorities.
Planning and
Use Cubberley Community Center as a critical and vital part of the City’s service delivery system while also Community Services Progress has been made on negotiating a purchase of a portion of Cubberley. The master
planning effort will be re‐initiated in January 2025.C4.5.1 Continuous Task Substantial Ongoingplanning for its future.Department
Goal C‐5: Sustain the health, well‐being, recreation, and safety of residents and visitors, and improve the quality, quantity, and affordability of social services for all community members, including children, youth, teens, seniors, the unhoused, and people with disabilities.
In the FY24 budget process, the Council allocated an additional $200k for Human Resource
Community Services
Department
Allocation Process grants, which provide grants to local non‐profits that support health and
well‐being to vulnerable members of the community. In general, nearly all of CSD's
programs and services support the well‐being of the public.
C5.1.1 Allocate resources to create and support initiatives to increase the health and well‐being of the public.Continuous Task Standard Ongoing
Establish a community‐sourced online clearinghouse of information and activities related to health
promotion in the community.
Community Services
Department
Community resources related to health and wellness have been provided through the City
Manager’s Office as part of Uplift Local and communication and on the City's website.C5.1.2 Continuous Task Standard Ongoing
In FY24, the Art Center continued to distribute its Social and Emotional Toolkit to
community members throughout the City. The Art Center also continues to provide free
artmaking experiences to a variety of city and community events, including the May Fete
celebration, and Chili Cook Off. Free Family Days throughout the year at the Art Center
draw hundreds of participants. The Teen Center has incorporated wellness topics and
activities.
Incorporate health and well‐being topics, including arts and culture, into existing events and programs at Community ServicesC5.6.1 Continuous Task Standard OngoingCity‐ owned park and recreation facilities.Department
In FY24, the Children’s Theatre continued to serve all PAUSD K‐2 Elementary School
students with a Dance in Schools program, an 8‐week onsite get‐up‐and‐move curriculum
that promotes physical fitness and positive self‐esteem.
Work with schools and community organizations to provide programs that educate residents, workers
and visitors on health and well‐being topics.
Community Services
DepartmentC5.6.2
C5.9.1
Continuous Task Significant
Significant
Ongoing
Ongoing
This is an ongoing effort. The Community Services Department continues to manage the
City's community garden program. There are currently five community gardens in the
program ‐ Arastradero Garden is currently a leased/partnership site with the owner.
Identify existing and potential indoor and outdoor locations for community gardens and farmers markets Community Services
at City‐owned or leased facilities and spaces.2022‐2027Department
Governance Chapter
Goal G‐1: Effective opportunities for public participation in local government.
Planning and
Development ServicesG1.1.1 Consider making data available at a transactional level on the Open Data Portal.Continuous Task
Continuous Task
Standard
Standard
Ongoing
Ongoing
This is an ongoing effort.
Staff has implemented quarterly neighborhood town hall meetings in partnership with
neighborhood groups. All meeting materials are available online at
www.cityofpaloalto.org/engage. There are also other topic‐specific community
engagement meetings that occur throughout the year.
City Council & City
Clerk’s OfficeG1.2.1 Continue to hold regular, Town Hall‐style meetings in neighborhoods.
Staff presented community engagement activities as part of the adoption of the 2024
Council Priorities/Work Plans. Staff presented a series of community engagement
approaches and gained input on the City's overall approach. Several efforts are underway
including hosting one Neighborhood Town Hall in each quarter of the calendar year.
Council also receives a quarterly update on work completed.
Periodically review the suite of engagement options used to solicit citizen input and expertise on policy
issues.G1.2.2
G1.2.3
City Manager’s Office
City Manager’s Office
Continuous Task
Continuous Task
Significant
Standard
Ongoing
Ongoing
Continue to rely on neighborhood organizations, the City website, local media, online technologies and
other communication platforms to keep residents informed of current issues and to encourage citizen
engagement.
This is an ongoing task and staff continues to implement this goal.
Page 7 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 14 Packet Pg. 34 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
A virtual receptionist in the City Hall Lobby assists the public with their service needs and
this continues to be available, in addition to service assistance at the Revenue Collections
and Utilities service counters. In terms of other communications focus areas, staff
manages an interactive platform that shares information with the public and also supports
new ways to engage the community on topic specific efforts including Fiber and
Sustainability. Staff continues using the lobby screens to share City information,
implemented a process to distribute printed materials to City facilities for public
information, mailed postcards to residents informing them of the Neighborhood Town
Halls, and during the storm season in addition to all digital ways to share information, staff
recorded updates on the City’s public information line to share storm impacts and updates.
Staff hosted a City Hall Open House and staff is currently recruiting for a information
service staff member to connect community members at City Hall with information and
services.
Provide access to communications technologies at City facilities, including public libraries and City Hall,
and explore innovative locations for communication.G1.2.4 City Manager’s Office Continuous Task Significant Ongoing
We continue to release City Council staff reports up to 10 days prior to City Council
meetings, with the exception of amended agenda items which are provided on the
Thursdays before the meeting (latest).
Continue to release City Council staff reports to the public up to 10 days prior to Council hearings to
increase public awareness of City decision‐making.G1.2.5 City Clerk’s Office Continuous Task
Continuous Task
Standard
Standard
ongoing
Ongoing
Goal G‐2: Informed and involved civic, cultural, environmental, social service and neighborhood organizations and residents.
Continue to offer the use of City facilities to non‐profit civic, environmental, cultural, neighborhood and
social service organizations for meetings and events at discounted or complimentary rates and via
sponsorship programs.
G2.2.1 City Manager’s Office
City Manager's Office
This is an ongoing effort.
Goal G‐4: Active involvement of local citizens as volunteers.
The City continues to collaborate with established Advisory Groups to enhance policy
development and foster information sharing. To promote transparency in nonprofit
funding, the City will now regularly report on available funding opportunities as well as the
nonprofits awarded service and lease contracts. Additionally, the City will strengthen
communication channels with nonprofit partners who hold active contracts, helping to
amplify their services to the broader community.
Continue and expand volunteer opportunities and the community’s awareness of public and nonprofit
organizations serving the City.G4.1.1
G4.1.2
Continuous Task
Continuous Task
Standard
Standard
Ongoing
Ongoing
The City continues to collaborate with established Advisory Groups to enhance policy
development and foster information sharing. To promote transparency in nonprofit
funding, the City will now regularly report on available funding opportunities as well as the
nonprofits awarded service and lease contracts. Additionally, the City will strengthen
communication channels with nonprofit partners who hold active contracts, helping to
amplify their services to the broader community.
Publicly recognize the efforts of individuals, groups, and businesses that provide volunteer services within
the City.City Manager’s Office
City Manager’s OfficeCoordinate with the Palo Alto Unified School District to develop classroom‐based leadership, governance
and civic participation programs.
This is an ongoing task. The City regularly meets with PAUSD leadership and discusses
recent issues of interest to both organizations.G4.1.3
G4.1.4
2022‐2027
2022‐2027
Significant
Standard
Ongoing
Ongoing
City Manager’s Office
and Community
Services Department
Support the transition from school‐based volunteering to civic participation via outreach to parent
volunteers and student leaders.This is an ongoing task.
No change from last year's reporting. Staff continues to send a digital welcome message to
new residents and finalized a new welcome message that is both digital and in print
formats. The City's website, provides a comprehensive look at resident related
information. The website includes a digital welcome packet and new resident resources
are now available both at www.cityofpaloalto.org/residents and a new "My
Neighborhood" map that highlights services available near a resident's home at
www.cityofpaloalto.org/residents/my‐neighborhood
Coordinate with the real estate community to develop a welcome package for new residents, containing
City resources, information and ways to contribute to livability.G4.1.5 City Manager’s Office 2022‐2027 Significant Partially complete
Page 8 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 15 Packet Pg. 35 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Goal G‐6: More clearly defined procedures, standards, and expectations for development review.
Provide clear information across multiple communications platforms to guide citizens and businesses
through the City review and approval process.
Planning and
Development Services
This is an ongoing effort. Development project submittal checklists are being updated on a
regular basis on the City's webpage.G6.2.1 Continuous Task Standard Ongoing
Continuous improvements to the Online Permitting System (OPS) including:
‐Launched a pilot program for over the counter residenꢀal MEP (mechanical, electrical,
plumbing) permits
‐Integrated online building permit applicaꢀon form to the online permiꢁng process
‐Launched instant permits for kitchen/bath remodel applicaꢀons
‐Launched staff‐level pilot program an Arꢀficial Intelligence (AI) firm to analyze AI
capabilities in the plan review process
G6.2.2 Continue and expand customer‐oriented process improvement efforts.All Departments Continuous Task Standard Ongoing
‐Published building permit checklists for more complete applicaꢀons (reducing the iniꢀal
back and forth between staff and the applicant)
Use the pre‐screening process to obtain early feedback from the City Council and the community
regarding ordinance changes intended to facilitate specific development proposals.
Planning and
Development ServicesG6.2.3 Continuous Task N/A Complete This is required by PAMC Title 18 Chapter 18.79.
Land Use and Community Design Element
Goal L‐1: A compact and resilient city providing residents and visitors with attractive neighborhoods, work places, shopping districts, public facilities, and open
The code enforcement team as completed its initial goal to enhance the gas leaf blower
program by adopting the ordinance in June of 2023. Moving forward, the code
enforcement has and will continue to proactive patrol neighborhoods, respond to
complaints and utilize established tools to accomplish the goal of bringing forth
compliance with banning the use of gas leaf blowers.
Review regulatory tools available to the City and identify actions to enhance and preserve the livability of
residential neighborhoods and the vitality of commercial and employment districts, including improved
code enforcement practices.
Planning and
Development ServicesL1.6.1
L1.8.1
By 2022 Standard
Standard
Ongoing
Ongoing
Maintain and update as appropriate the 1985 Land Use Policies Agreement that sets forth the land use
policies of the City, Santa Clara County, and Stanford University with regard to Stanford unincorporated
lands.
Planning and
Development Services
An update to the Stanford University Community Plan was adopted in October 2023.
However, the plan didn't change the 1985 land use policies agreement/protocol.Continuous Task
Goal L‐2: An enhanced sense of “community” with development designed to foster public life, meet citywide needs and embrace the principles of sustainability.
Explore whether there are appropriate locations to allow small‐scale neighborhood‐serving retail facilities Planning and Staff continues to promote neighborhood‐serving retail as part of both current planning
and long‐range planning projects.L2.2.1
L2.4.1
2022‐2027 Standard
N/A
Ongoingsuch as coffee shops and corner stores in residential areas.Development Services
Amend the Housing Element to increase housing sites along San Antonio Road between Middlefield Road Planning and By 2022 Completeand East Charleston Road and increase residential densities in Downtown and the California Avenue.Development Services
As part of the Housing Element update, a proposed program is included to engage in
discussions with Stanford Shopping Center in preparation for the next Housing Element
Cycle in 2031. See Program 1.5 in the adopted 2023‐2031 Housing Element. The outreach
and engagement hasn't begun yet. Staff will meet with representatives of the Stanford
Shopping Center in Q2 2025.
Allow housing at Stanford Shopping Center, provided that adequate parking and vibrant retail is
maintained and no reduction of retail square footage results from the new housing.
Planning and
Development ServicesL2.4.2
L2.4.3
By 2022
By 2022
Standard
standard
Partially Complete
partially complete
Stanford owned parcels along El Camino Real have been included in the housing sites
inventory. Staff continues to explore possibilities of multi family housing in Research Park
area with the ordinance to amend Conditional Use Permit (CUP) on Residential use in the
Research Park Zone except for properties subject to or impacted by the City’s hazardous
materials ordinance‐ see Program 1.5 in the adopted 2023‐2031 Housing Element. The
Council will review the ordinance changes in January 2025.
Allow housing on the El Camino Real frontage of the Stanford Research Park. Explore multi‐family housing Planning and
elsewhere in Stanford Research Park and near the SUMC. Development Services
Page 9 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 16 Packet Pg. 36 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Assess non‐residential development potential in the Community Commercial, Service Commercial and
Downtown Commercial Districts (CC, CS and CD) and the Neighborhood Commercial District (CN), and
convert non‐retail commercial FAR to residential FAR, where appropriate. Conversion to residential
capacity should not be considered in Town and Country Village.
Council continues to review Planned Home Zoning (PHZ) prescreening converting
commercially used land to housing. This includes a PHZ project (70 Encina) on a Town and
Country Center parking lot that is not owned by Town and Country.
Planning and
Development ServicesL2.4.4 By 2022
By 2022
Standard
Standard
Ongoing
Update the municipal code to include zoning changes that allow a mix of retail and residential uses but no
office uses. The intent of these changes would be to encourage a mix of land uses that contributes to the
vitality and walkability of commercial centers and transit corridors.
Retail study was completed in 2024 and shared with the Retail Ad Hoc and Council. Council
reviewed the report and adopted an interim ordinance in December 2024 with direction to
staff to proceed with work on a permanent ordinance in 2025.
Planning and
Development ServicesL2.4.5 Partially Complete
Explore changing the Transfer of Development Rights (TDR) ordinances for both buildings of historic
significance and for seismic retrofits so that transferred development rights may only be used for
residential capacity.
Planning and
Development Services
This program has not been explored yet. It may be explored as part of the Downtown
Housing Plan.L2.4.6
L2.4.7
L2.4.8
2022‐2027
By 2022
Standard
N/A
Pending
WRT was awarded the contract to work on the Downtown Housing Plan and the project is
currently in its assessment phase. First Community Open House is scheduled for the
10/10/24.
Planning and
Development ServicesExplore mechanisms for increasing multi‐family housing density near multimodal transit centers.Complete
CompleteIdentify development opportunities for BMR and more affordable market rate housing on publicly owned Planning and
properties in a way that is integrated with and enhances existing neighborhoods.By 2022 N/ADevelopment Services
Collaborate with PAUSD in exploring opportunities to build housing that is affordable to school district
employees.
Planning and
Development Services
Planning and
L2.5.1
L2.7.1
Continuous Task
By 2022
standard
N/A
ongoing In 2024, no new housing opportunities were identified.
Review development standards to discourage the net loss of housing units.CompleteDevelopment Services
In 2024, the City launched its new rental registry program to collect data on the current
rental market landscape and to inform future housing policies. Staff also brought a Fair
Chance Housing policy discussion to the Housing ad hoc committee, the HRC and City
Council. Staff also brought an anti rent gouging policy discussion to the housing ad hoc
committee. Further, the City has contracted with Project Sentinel to provide Fair Housing
and Mediation services.
Planning and
Development ServicesL2.8.1 Conduct a study to evaluate various possible tools for preventing displacement of existing residents.2022‐2027 Significant Partially Complete
Develop and implement a system to inventory the characteristics of existing housing units and track
changes in those characteristics on a regular basis. Make the information publicly available.
Planning and
Development Services
The newly launched rental registry program serves to collect key housing inventory data
for rental units on properties containing three or more residential rental units.L2.8.2 2022‐2027 Significant
Significant
Partially Complete
OngoingCollaborate with PAUSD to plan for space to accommodate future school expansions or new school sites, Planning and
and evaluate zoning space to accommodate new schools. Development Services
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.L2.10.1 Continuous Task
Goal L‐3: Safe, attractive residential neighborhoods, each with its own distinct character and within walking distance of shopping, services, schools, and/or other public gathering places.
Evaluate and implement strategies to prevent conversion of residential and neighborhood‐serving retail Planning andL3.2.1 Continuous Task N/A
N/A
Complete
Complete
space to office or short‐term vacation rentals.Development Services
Develop a program to assess and manage both the positive and negative impacts of basement
construction in single family homes on the community and the environment, including:
‐environment, such as potential impacts to the tree canopy, groundwater supply or quality, and soil
compaction.
Planning and
Development Services
and Public WorksL.3.5.1 By 2022
‐Safety issues such surface flooding increased groundwater intrusion with sea level rise, emergency access Department
and egress, or sewage backflows.
Goal L‐4: Inviting pedestrian scale centers that offer a variety of retail and commercial services and provide focal points and community gathering places for the city’s residential neighborhoods and employment districts.
Page 10 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 17 Packet Pg. 37 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
The Planning and Transportation reviewed consultant retail recommendations on May 8,
2024 and August 14, 2024. The PTC identified near‐, mid‐ and long‐term retail zoning
recommendations. The Council’s Retail Committee reviewed the recommendation on
September 18, 2024. In December 2024 the Ad Hoc’s recommendation was shared with
the full Council along with an interim ordinance. Direction was given to proceed with a
permanent ordinance, and include a comprehensive update to the City’s zoning code as an
objective for Council consideration in 2025 work plan.
Study the overall viability of ground‐floor retail requirements in preserving retail space and creating an
active street environment, including the types of locations where such requirements are most effective. Development Services
Planning andL4.2.1 2022‐2027 Significant Ongoing
Evaluate the effectiveness of formula retail limits adopted for California Avenue. Develop incentives for
local small businesses where warranted.
Planning and
Development ServicesL4.2.2
L4.2.3
2022‐2027 significant
significant
ongoing See above. This is being evaluated as part of the citywide retail zoning strategy.
Planning and
Development Services
Significant progress here as part of changes to retail use adopted by Council in November
2024.Explore and potentially support new, creative and innovative retail in Palo Alto.By 2022 Partially Complete
The Public Art Program launched its fourth round of ArtLift Grants commissioning twenty
Palo Alto and Bay Area artists to transform utility boxes into distinctive works of art
throughout commercial corridors and residential neighborhoods of Palo Alto. Public Art
also commissioned Bay Area and California‐based artists to create five site‐specific murals,
including works for the Cubberley Community Center and Fire Station #4 in south Palo Alto
and three murals to be painted in the downtown district. Current King Artist in Residence,
whose residency project is focused on the lived experiences of the LGBTQAI+ community
members in Palo Alto is developing a temporary site specific artwork to be exhibited for a
period of up to a year at King Plaza in front of the Palo Alto City Hall. Additionally, six artists
and artist teams will be commissioned in January 2024 to create temporary interactive
media artworks for the Code:ART festival in downtown Palo Alto scheduled to take place
October 16‐18, 2025. Additional public art projects in parks and public spaces underway
including Boulware Park, the exterior of Fire Station 4, and the exterior and interior of the
new Public Safety Building.
Study the feasibility of using public and private funds to provide and maintain landscaping and public
spaces such as parks, plazas, sidewalks and public art within commercial areas.
Community Services
DepartmentL4.4.1 2022‐2027 Standard Ongoing
Planning and
Development Services Continuous Task
and Department of
This is an ongoing effort. Planning recently approved restrooms at Rinconada, Ramos and
Boulware Parks and Cubberley Fields.L4.4.2
L4.4.3
Through public/private cooperation, provide well‐ signed, clean, and accessible restrooms.Standard Ongoing
Ongoing
Public Works Department along with The City Manager's Office has started working on the
University Avenue and California Avenue streetscape improvement projects to enhance
economic vitality of the two streets. The goal of these projects is to reduce congestion,
maximize pedestrian and bicycle use, creation of inviting outdoor dining/patio places,
installing gateway and wayfinding signages, and develop branding programs, among other
things.
Collaborate with merchants to enhance the appearance of streets and sidewalks within all Centers.
Encourage the formation of business improvement districts and undertake a proactive program of
maintenance, repair, landscaping and enhancement.
Department of Public
Works Continuous Task Significant
For University Avenue Streetscape project, per Council direction in December 2023, staff
and its consultants conducted additional outreach discussions and Retail Committee
meetings to refine project goals, vision, and design concepts. Per Council discussion in June
2023, staff continued with further outreach to Retail Committee and Stakeholder Working
group. In the next few months, staff plans to refine concepts in line with Council direction
and consensus from the community to recommend a preferred concept to Council later
this year.
Identify priority street improvements that could make a substantial contribution to the character of
Centers, such as widening sidewalks, narrowing travel lanes, creating medians, restriping to allow
diagonal parking, and planting trees.
L4.4.4 Office of Transportation By 2022 Significant Ongoing
Revise zoning and other regulations as needed to encourage the preservation of space to accommodate Planning andL4.5.1
L4.5.2
2022‐2027
2022‐2027
Significant
Standard
pending
pending
Work has not commenced.
Work has not commenced.
small businesses, start‐ups and other services.Development Services
Consider planning, regulatory, or other incentives to encourage property owners to include smaller office
spaces in their buildings to serve small businesses, non‐profit organizations, and independent
professionals.
Planning and
Development Services
Page 11 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 18 Packet Pg. 38 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Explore increasing hotel FAR from 2.0 to 3.0 in the University Avenue/Downtown area and 2.5 in areas
outside of Downtown.
Planning and
Development ServicesL.4.6.1 2022‐2027 Significant Pending Work has not commenced.
Project kicked‐off in March 2024 with WRT hired as the primary consultant. The project is
currently in its assessment phase with project team studying the data, organizing
stakeholder interviews, and recruiting members of the Community Advisory Group. The
Council approved revisions to the Project Boundary on the 23rd of September 2024 to
include additional sites from the Housing Element Opportunity Sites Inventory List. The
first community open house to formulate the vision of the Plan is scheduled for the 10th of
October 2024.
Planning and
Development ServicesL4.8.1 Prepare a Coordinated Area Plan for Downtown.Continuous Task Significant Ongoing
Public Works, Office of
Transportation, PDS
Planning and
Development Services & Continuous Task
Office of Transportation
Planning and
L4.8.2
L4.9.1
L4.9.2
Study the feasibility of converting parts of University Avenue to a pedestrian zone.
While preserving adequate parking to meet demand, identify strategies to reuse surface parking lots.
Explore adding additional Floor Area Ratio (FAR) for retail at Stanford Shopping Center.
2022‐2027 Substantial
Standard
standard
Partially Complete
Ongoing
No staff comments were received related to this program's implementation in 2024.
Due to other parking program priorities, there are no substantial actions to report at this
time.
2022‐2027 Pending Work has not commenced.Development Services
Prepare a coordinated area plan for the North Ventura area and surrounding California Avenue area. The
plan should describe a vision for the future of the North Ventura area as a walkable neighborhood with
multi‐ family housing, ground floor retail, a public park, creek improvements, and an interconnected street
grid. It should guide the development of the California Avenue area as a well‐designed mixed use district
with diverse land uses and a network of pedestrian‐oriented streets.
Planning and
Development Services
Completed for the North Ventura Area (not for the area surrounding California Avenue).
NVCAP adopted by the City Council on 8/5/2024.L4.10.1 Continuous Task N/A Complete
Create regulations for the California Avenue area that encourage the retention or rehabilitation of smaller Planning andL4.10.2
L4.16.1
2022‐2027 significant
standard
Pending
ongoing
Project commencement is pending the availability of resources.
This is an ongoing task.
buildings to provide spaces for existing retail, particularly local, small businesses.Development Services
Maintain distinct neighborhood shopping areas that are attractive, accessible and convenient to nearby Planning and Continuous Taskresidents.Development Services
Goal L‐5: High quality employment districts, each with their own distinctive character and each contributing to the character of the city as a whole.
Explore with Stanford University various development options for adding to the Stanford Research Park a
diverse mix of uses, including residential, commercial hotel, conference center, commercial space for
small businesses and start‐ups, retail, transit hub, and other community‐supporting services that are
compatible with the existing uses, to create a vibrant innovation‐oriented community.
Planning and
Development ServicesL5.1.1 2022‐2027 standard ongoing The City meets regularly with Stanford University regarding land use on an ongoing basis.
Goal L‐6: Well‐designed buildings that create coherent development patterns and enhance city streets and public spaces.
The Architectural Review Board (ARB) awards event was conducted in September 2022
due to the pandemic. The next awards will be held in 2025. The Historic Resources Board
(HRB) is looking to start its own awards program.
Promote awards programs and other forms of public recognition for projects of architectural merit that
contribute positively to the community.
Planning and
Development ServicesL6.1.1
L6.3.1
Continuous Task Standard
Standard
Ongoing
OngoingDevelop guidelines for bird‐friendly building design that minimizes hazards for birds and reduces the
potential for collisions.
Planning and
Development Services
A recommendation hearing with PTC was conducted in October 2024; adoption hearing
with the City Council is tentatively scheduled for early 2025 (updated Jan 2025/KC)2022‐2027
Modify design standards for mixed use projects to promote a pedestrian‐friendly relationship to the
street, including elements such as screened parking or underground parking, street‐facing windows and Planning and Objective Design Standards were adopted by Council in June 2022 for Title 18 zoning
districts. Work on SOFA standards are planned for 2025.L6.6.1
L6.7.1
Continuous Task
Continuous Task
Standard
Standard
Ongoing
Ongoing
entries, and porches, windows, bays and balconies along public ways, and landscaping, and trees along
the street. Avoid blank or solid walls at street level.
Development Services
Planning and
Development Services
This is an ongoing effort. The City's Objective Design Standards provide useful guidance in
the implementation of this program.Implement architectural standards to assure they effectively address land use transitions.
Page 12 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 19 Packet Pg. 39 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Goal L‐7: Conservation and preservation of Palo Alto’s historic buildings, sites, and districts.
If a proposed project would substantially affect the exterior of a potential historic resource that has not
been evaluated for inclusion into the City’s Historic Resources Inventory, City staff shall consider whether
it is eligible for inclusion in State or federal registers prior to the issuance of a demolition or alterations
permit. Minor exterior improvements that do not affect the architectural integrity of potentially historic
buildings shall be exempt from consideration. Examples of minor improvements may include repair or
replacement of features in kind, or other changes that do not alter character‐defining features of the
building.”
Policy L 7.2 implementation continues. Historic Review Board (HRB) is reviewing
recommendations for nominations of properties to the local inventory and to add the
properties found California Register and National Register Eligible during and since the
1998‐2000 history survey, following public outreach.
Program for
Policy L7.2
Planning and
Development Services Continuous Task Standard Ongoing
Update and maintain the City’s Historic Resource Inventory to include historic resources that are eligible
for local, State, or federal listing. Historic resources may consist of a single building or structure or a
district.
Planning and
Development Services
Inventory update project began in 2023 with the Historic Reconnaise Survey and is
expected to complete with Council's designation of some properties to the inventory.L7.1.1
L7.1.2
L7.8.1
Continuous Task
2022‐2027
By 2022
Standard
Significant
Significant
Ongoing
Pending
Ongoing
Reassess the Historic Preservation Ordinance to ensure its effectiveness in the maintenance and
preservation of historic resources, particularly in the University Avenue/Downtown area.
Planning and
Development Services
The ordinance needs to be reassessed since it does not protect properties found eligible
for National and California Register. Work has not commenced on this program.
Promote and expand available incentives for the retention and rehabilitation of buildings with historic
merit in all zones and revise existing zoning and permit regulations to minimize constraints to adaptive
reuse.
Planning and
Development Services Staff is looking at incentives for retention and rehabilitation when resources are identified.
Planning and
Development Services & By 2022
Department of Public
The Public Works Department and Planning and Development Services Department are
monitoring the deconstruction ordinance for approved demolitions.L7.8.2
L7.8.3
L7.12.1
Create incentives to encourage salvage and reuse of discarded historic building materials.Standard
Standard
Significant
Ongoing
Ongoing
Pending
Seek additional innovative ways to apply current codes and ordinances to older buildings. Use the State
Historical Building Code for designated historic buildings.
Planning and
Development Services
Staff routinely applies the California Historical Building Code to qualified projects as
applicable.Continuous Task
Review parking exceptions for historic buildings in the Zoning Code to determine if there is an effective
balance between historic preservation and meeting parking needs.
Planning and
Development Services After 2027
After 2027
Work has not commenced.
Goal L‐9: Attractive, inviting public spaces and streets that enhance the image and character of the city.
Planning and
Development Services
Planning and
L9.1.1 Evaluate existing zoning code setback requirements to ensure they are appropriate for scenic routes.Significant
Standard
Pending
Ongoing
Work has not commenced.
Review standards for streets and signage and update as needed to foster natural, tree‐lined streets with a
minimum of signage.L9.3.1 Development Services, 2022‐2027 This program is ongoing. There are no updates to report at this time.
Office of Transportation
Planning and Development Services analyzes open space opportunities as a part of its area
plans. In 2024, the NVCAP was adopted and laid the groundwork for several new open
spaces. It will also be considered as part of the recently launched Downtown Housing Plan
and the upcoming San Antonio Area Plan.
Analyze existing neighborhoods and determine where publicly accessible shared, outdoor gathering
spaces are below the citywide standard. Create new public spaces, including public squares, parks and
informal gathering spaces in these neighborhoods.
Planning and
Development ServicesL9.6.1
L9.7.1
2022‐2027 Substantial
Standard
Partially Complete
Pending
Develop a strategy to enhance gateway sites with special landscaping, art, public spaces and/or public
buildings. Emphasize the creek bridges and riparian settings at the entrances to the City over Adobe Creek
and San Francisquito Creek.
Planning and
Development Services Continuous Task Work has not commenced.
Planning and
Development Services,
Office of Transportation 2022‐2027
& Department of Public
Works
Staff continues to successfully encourage the planting of native trees and low water use
plantings through the use of the ARB findings modified in the 2016 code update (including
a focus on regional, indigenous, drought tolerant species). The new Tree Protection
Ordinance (Title 8 of PAMC) includes added emphasis on use of native, drought tolerant
and climate adapted tree species.
Establish incentives to encourage native trees and low water use plantings in new development
throughout the city.L9.8.1 Standard
Standard
Ongoing
OngoingContinue the citywide undergrounding of utility wires. Minimize the impacts of undergrounding on street
tree root systems and planting areas.
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.L9.10.1 City of Palo Alto Utilities Continuous Task
Page 13 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 20 Packet Pg. 40 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Encourage the use of compact and well‐designed utility elements, such as transformers, switching
devices, backflow preventers and telecommunications infrastructure. Place these elements in locations
that will minimize their visual intrusion.
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.L9.10.2 City of Palo Alto Utilities Continuous Task standard Ongoing
Ongoing
The Infrastructure Blue Ribbon Committee’s findings resulted in City Council’s adoption of
the 2014 Council Infrastructure Plan, including ten priority projects. Implementation of the
plan is underway, with four of the projects completed, two projects in construction and
others in the design process.
Implement the findings of the City’s Infrastructure Blue Ribbon Committee and its emphasis for rebuilding Department of Public
our civic spaces.L9.11.1 Continuous Task SubstantialWorks
City of Palo Alto Utilities
& Planning and
Development Services
City of Palo Alto
Identify City‐owned properties where combinations of wireless facilities can be co‐located, assuming
appropriate lease agreements are in place.L9.11.2
L9.12.1
2022‐2027 N/A Complete
OngoingCoordinate with regional utility providers on activities that would impact their infrastructure and right‐of‐ Utilities, Planning and Continuous Task Standard Coordination is ongoing on a project by project basis, as needed.
Project is pending FAA funding.
way.Development Services
and Department of
Goal L‐10: Maintain an economically viable local airport with minimal environmental impacts.
Relocate the terminal building away from the Runway 31 clear zone and closer to the hangars, allowing
for construction of a replacement terminal.
Department of Public
WorksL10.1.1 After 2027 Substantial
Significant
Pending
Update the Airport Layout Plan in accordance with Federal Aviation Administration requirements, as
needed, while ensuring conformance with the Baylands Master Plan to the maximum extent feasible.
Department of Public
Works
City Council provided feed back in Sept 2024. Additional, public outreach is required, and
additional funding is likely to be required.L10.1.2 2022‐2027 Partially Complete
Department of Public
WorksL10.1.3
L10.3.1
Identify and pursue funding to address maintenance, safety and security improvements needed at PAO.Continuous Task
By 2022
Standard
Standard
Ongoing There are no updates to report at this time.
In 2024, the Airport entered into an agreement with a flight tracking software to monitor
compliance with voluntary noise abatement procedures. Staff is in the process of
implementing the software.
Establish and implement a system for processing, tracking and reporting noise complaints regarding local Department of Public Partially Completeairport operations on an annual basis,Works
Work with the airport to pursue opportunities to enhance the open space and habitat value of the
airport. These include:
‐Maintaining native grasses;
‐Reconstructing levees to protect the
airport from sea level rise while
enhancing public access and habitat
conservation; and
Community Services
Department and
Department of Public
Works
Staff will review the proposed opportunities and collaborate to determine potential future
measures.L10.3.2 Continuous Task Significant Pending
‐Evaluating the introduction of
burrowing owl habitat.
This program is subject to federal wildlife hazard requirements and guidelines for airports.
Continue to provide a bicycle/pedestrian path adjacent to Embarcadero Road, consistent with the
Baylands Master Plan and open space character of the Baylands subject to federal and State airport
regulations.
Department of Public
Works and Office of
Transportation
L10.4.1 Continuous Task Standard Ongoing No change from 2023
Natural Environment Element
Goal N‐1: Protect, conserve and enhance Palo Alto’s citywide system of open space, including connected and accessible natural and urban habitats, ecosystems, and natural resources, providing a source of public health, natural beauty and enjoyment for Palo Alto residents.
Develop Comprehensive Resource Conservation Plans for the Pearson Arastradero Preserve, Esther Clark Community Services Staff are currently collaborating on a Baylands comprehensive conservation plan. Once
complete, this will be reviewed.N1.1.1
N1.3.1
N1.3.2
2022‐2027
By 2022
Substantial
Standard
Pending
Ongoing
Ongoing
Preserve, and Foothills Park to steward the protection of local ecosystems.Department
Planning and
Development Services
The parcels under Williamson Act contract are reviewed by the City Council every year and
extended for an additional one year term if the property owners choses to continue it.Work to maintain Williamson Act agricultural preserve contracts within the City.
Department of Public
Works and Office of
Transportation
This is an ongoing program, no updates to report at this time. The updated Tree and
Landscape Technical Manual that is scheduled to be published in CY25 includes details on
the advantages of using native plants and low impact landscape designs.
Provide information and support programs that encourage residents to enhance their private yards with
native plant species and low impact landscaping.Continuous Task Significant
Page 14 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 21 Packet Pg. 41 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Periodically review California Environmental Quality Act (CEQA) thresholds of significance regarding
special status species to identify changes in listed species recommended by professionally recognized
scientific experts.
Planning and
Development ServicesN1.4.1 Continuous Task Standard
Standard
Ongoing This is an ongoing program, no updates to report at this time.
Explore the feasibility of expanding the use of overlay tools such as the Site and Design (D) Review
Combining District or similar development review and restriction tools to protect special‐status species
and their habitats from development.
Work has begun on three different environmentally focused ordinances, which are
expected to be adopted by the end of the year: Bird Safe Design Standards (see also
L6.3.1), Dark Sky Ordinance, and Stream Corridor Protection (see also N3.3.1).
Planning and
Development ServicesN1.4.2
N1.1.2
2022‐2027 Partially Complete
This is an ongoing outreach and educational item to promote and support the EEC and
Open Space Areas. The Art Center continues to support the City’s focus on environmental
sustainability, continuing to work on our climate action plan and to make steps to promote
a more sustainable ceramics studio. Exhibitions on few in FY24 highlighted the connections
between food and sustainability, including In Feast or Famine and those elements were
reinforced in our K‐5 school tour program Project Look.
Promote and support ecosystem protection and environmental education programs in Palo Alto and
neighboring school districts.
Community Services
Department By 2022 Standard Ongoing
This is an ongoing task, there are no changes form previous years reporting. Annually
plants approx. 10,000 native plants to support endangered species the Ridgway's rail and
the saltmarsh harvest mouse at the Baylands Nature Preserve.
Community Services
DepartmentN1.4.3
N1.5.1
N1.6.1
N1.7.1
N1.7.2
Assess opportunities to expand habitats of special – status species within publicly‐owned open spaces.Continuous Task
Continuous Task
Continuous Task
Continuous Task
Continuous Task
Standard
Standard
Standard
Standard
Standard
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
The Baylands Tide Gate seismic retrofit and rehabilitation project is tentatively scheduled
for September 2025 by Valley Water. Sluice gate operation will continue to manage water
levels and ensure habitat protection and establishment.
Maintain the value of local wetlands as habitats by ensuring adequate flow from the Bay and minimizing Community Services
effluent.Department
Continue to coordinate City review, particularly by Planning, Public Works and Community Services
Departments, of projects that might impact the City’s foothills and hillside areas.
Planning and
Development Services This is an ongoing program, no updates to report at this time.
No change from previous year reporting. This is an ongoing task.Examine and improve existing management practices, including the provision of access to open space for Community Services
City vehicles and equipment, to ensure that natural resources are protected.Department
Protect wildlife in public open space areas by improving litter collection, restricting the use of non‐
recyclable plastics, prohibiting the feeding of wild, feral and stray animals in open space, and enforcing
dog leash laws.
Community Services
Department
Open Space staff continue to enforce the existing no feeding wild life rules and the dog
leash laws. This continues to be an ongoing task.
Provide information about responsible behavior in environmentally‐sensitive areas through signage,
pamphlets and documents on the City’s website.
Community Services
Department
Improved signage to educate visitors on leash laws, litter, and use of E‐Bikes in respective
areas throughout parks and open spaces. This continues to be an ongoing task.N1.7.3
N1.7.4
N1.10.1
Continuous Task
By 2022
Standard
Significant
Standard
Ongoing
Pending
Ongoing
Community Services
DepartmentReview and map existing easements and maintenance roads for potential trails and trail connections.Work has not commenced due to staff priorities.
Use City funds and seek additional sources of funding, including State and federal programs, to finance
open space acquisition, maintenance or conservation.
Community Services
Department
City General funds were authorized for FY 24‐25. Fuel reduction Eucalyptus removal work
has begun at Esther Clark Park Open Space.Continuous Task
Create mechanisms to monitor, assess and respond quickly to land acquisition opportunities that would
expand or connect the City’s system of parks and open spaces, and establish a long‐term funding strategy
for acquisition that would enable the City to move quickly when opportunities arise.
Community Services
DepartmentN1.10.2 By 2022 Substantial
Standard
Ongoing
Ongoing
No change from previous year reporting. This is an ongoing task.
This is an ongoing program, no updates to report at this time.
Goal N‐2: A thriving urban forest that provides public health, ecological, economic, and aesthetic benefits for Palo Alto.
Explore ways to prevent and ameliorate damage to trees and tree roots by above and below ground
infrastructure and buildings.
Department of Public
WorksN2.1.1 Continuous Task
Page 15 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 22 Packet Pg. 42 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
This is an ongoing program. In 2024 a review of recent updates to the Tree Protection
Ordinance was completed with minor changes recommended and adopted by council.
Initial review and potential update to the Urban Forest Master Plan is scheduled to begin
in CY2025.
Periodically update the UFMP and Tree Protection Ordinance to ensure policies and regulations remain
relevant set leading standards for tree health practices.
Department of Public
WorksN2.2.1 Continuous Task Significant
Standard
Ongoing
Ongoing
Planning and This is an ongoing task. Collaborative review with Urban Forestry staff of major projects is
conducted through Architectural Review Board. Detailed requirements and best practices
for soils included in landscape projects are included in the upcoming Tree and Landscape
Technical Manual.
Promote landscape design that optimizes soil volume, porosity, structure and health, as well the location, Development Services
shape and configuration of soil beds.N2.4.1 2022‐2027and Department of
Public Works
This is an ongoing program. Summer time watering of newly planted street trees by city
staff continues. City staff is also exploring the potential of succession planting in areas with
large numbers of trees approaching the end of viable life span.
Maintain and irrigate healthy trees in parks, open space, parking lots, and City rights‐of‐way, while
identifying and replacing unhealthy trees in those areas.
Department of Public
WorksN2.7.1
N2.7.2
By 2022 Significant
Significant
Ongoing
OngoingDepartment of Public
Works
This is an ongoing program. Annual summer time watering of newly planted street trees by
city staff continues.Continue to invest in the care, irrigation and monitoring of street trees during drought conditions.Continuous Task
Actively pursue funding for tree planting to increase canopy cover significantly across the city, avoid a net
loss of canopy at the neighborhood level, and attain canopy size targets in parks, open space, parking lots,
and City rights‐of‐way.
Department of Public
WorksN2.7.3
N2.9.1
Continuous Task Standard
Standard
Ongoing
Ongoing
This is an ongoing program, no updates to report at this time.
This is an ongoing program. Increased penalties associated with damage to and
unauthorized removal of protected trees are included in Title 8 of Palo Alto Municipal
Code. Additionally, changes to the administrative penalty schedule related to Title 8 code
violations went into effect in FY24.
Department of Public
WorksIncrease awareness, severity and enforcement of penalties for tree damage.2022‐2027
2022‐2027
Develop a program for using the City’s Urban Forestry Fund to replace trees lost to public improvement
and infrastructure projects, with replanting occurring onsite or as close to the original site as is
ecologically appropriate.
Department of Public
WorksN2.9.2 Significant
Standard
Ongoing
Ongoing
This is an ongoing program, no updates to report at this time.
Planning and
Development Services Continuous Task
and Department of
This is an ongoing requirement as part of the architectural review and other development
review processes. Replacement trees are required to ensure ‘no net loss of canopy’.N2.10.1 Continue to require replacement of trees, including street trees lost to new development.
Planning and
Development Services
and Department of
Public Works
As part of the update of the Tree and Landscape Technical Manual, consider expanding tree protections to
include additional mature trees and provide criteria for making site‐specific determinations of trees that
should be protected.
The Tree and Landscape Technical Manual is in the process of being finalized and will be
submitted to the City Manager for review and approval in FY25. Expanded protections for
mature trees are now included in Title 8 of Palo Alto Municipal Code.
N2.10.2
N2.10.3
N2.11.1
By 2022 Standard
N/A
Partially Complete
Complete
Planning and
Consider revisions to the appeals process to increase transparency regarding tree removals and expanded Development Services After 2027
2022‐2027
Title 8 of Palo Alto Municipal Code includes an appeals process that is now active.opportunities for community members to appeal the removal of trees.and Department of
Public Works
There are no substantial actions to report at this time. Staff have begun case studies on
several residential blocks to better determine timing and costs associated with replacing
street trees reaching the end of their lifespan. Progress city wide will be limited if the
program is undertaken without additional resources.
Department of Public
WorksDevelop a transparent and publicly accessible street tree removal and replacement schedule.
Develop a program to replace unhealthy public trees over time.
Significant Pending
Department of Public
WorksN2.11.2
N2.12.1
2022‐2027
2022‐2027
Significant
Significant
Ongoing
Pending
This is an ongoing program, no updates to report at this time.
There are no substantial actions to report at this time.Explore ways to leverage the fact that Palo Alto’s urban forest alleviates climate change by capturing and Department of Public
storing carbon dioxide.Works
The South Palo Alto Tree Planting Program continues to be implemented by our non‐profit
partner organization. The city has also created a preferred and restricted species list that
has been incorporated into the Canopy online tree tool to prioritize locally native and
climate resilient species.
Work with local nonprofits to establish one or more tree planting programs that are consistent with the
UFMP, and rely on locally native, resilient species. Review existing tree planting guidelines to ensure they
achieve these objectives.
Department of Public
WorksN2.13.1 By 2022 Significant Partially Complete
Page 16 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 23 Packet Pg. 43 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
There are no substantial actions to report at this time. Efforts to provide education
regarding landscape, maintenance, and irrigation practices that protect the urban forest
and wildlife species is scheduled to begin in FY25 as part of the Tree and Landscape
Technical Manual update outreach.
Provide on‐going education for City staff, residents, and developers regarding landscape, maintenance,
and irrigation practices that protect the urban forest and wildlife species.
Department of Public
WorksN2.13.2 Continuous Task
Continuous Task
Continuous Task
Standard
Standard
Standard
Pending
Ongoing
Pending
The Tree Protection Ordinance includes notification requirements for maintenance of
protected trees. As part of this process, tree owners are informed of basic tree care best
practices and are provided with links to more detailed information. The yet to be published
Tree and Landscape Technical Manual will also provide basic best practices information on
tree and landscape installation and maintenance.
Planning and
Development Services
and Department of
Public Works
N2.13.3
N2.13.4
Involve tree owners in tree maintenance programs.
Cooperate with the Palo Alto Unified School District, Stanford University, Caltrain, Caltrans, Pacific Gas &
Electric, and other public and private entities to ensure that their tree planting, tree removal, and
maintenance practices are consistent with City guidelines.
Department of Public
Works
There are no substantial actions to report at this time. Progress will begin once the
updated Tree and Landscape Technical Manual is published.
Goal N‐3: Conservation of both natural and channelized creeks and riparian areas as open space amenities, natural habitat areas, and elements of community design.
Update the Stream Corridor Protection Ordinance to explore 150 feet as the desired stream setback along
natural creeks in open space and rural areas west of Foothill Expressway. This 150‐foot setback would
prohibit the siting of buildings and other structures, impervious surfaces, outdoor activity areas and
ornamental landscaped areas within 150 feet of the top of a creek bank. Allow passive or intermittent
outdoor activities and pedestrian, equestrian and bicycle pathways along natural creeks where there are
adequate setbacks to protect the natural riparian environment. Within the setback area, provide a border A community meeting is scheduled for February 2025. Staff will bring back the updated
ordinance for PTC recommendation in early 2025. Currently, an adoption hearing with the
City Council is anticipated in June 2025.
Planning and
Development ServicesN3.3.1 of native riparian vegetation at least 30 feet along the creek bank.
The update to the Stream Protection Ordinance should establish:
By 2022 Standard Ongoing
‐Design recommendations for development or redevelopment of sites within the setback, consistent with
basic creek habitat objectives and significant net improvements in the condition of the creek.
‐Conditions under which single‐family property and existing development are exempt from the 150‐foot
setback
‐Appropriate setbacks and creek conservation measures for undeveloped parcels.
Examine the development regulations of the Stream Corridor Protection Ordinance, with stakeholder
involvement to establish appropriate setback requirements that reflect the varying natural and
channelized conditions along creeks east of Foothill Expressway. Ensure that opportunities to provide an
enhanced riparian setback along urban creeks as properties are redeveloped or improved are included in
this evaluation.
A community meeting is scheduled for February 2025. Staff will bring back the updated
ordinance for PTC recommendation in early 2025. Currently, an adoption hearing with the
City Council is anticipated in June 2025.
Planning and
Development ServicesN3.3.2
N3.3.3
By 2022 Standard Ongoing
Ongoing
For all creeks, update the Stream Corridor Protection Ordinance to minimize impacts on wildlife by:
Limiꢀng the development of recreaꢀonal trails to one side of natural riparian corridors.
Requiring careful design of lighꢀng surrounding natural riparian corridors to maximize the distance
between nighttime lighting and riparian corridors
Planning and A recommendation hearing for the updated lighting ordinance with PTC was conducted in
October 2024; adoption hearing with the City Council is tentatively scheduled for early
2025
Development Services
and Department of
Public Works
By 2022 Significant
and direct lighting away from the riparian corridor.
Page 17 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 24 Packet Pg. 44 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Develop a community creek stewardship program to promote existing creek clean‐up days, organize new Department of Public Continue to work with Grassroots Ecology who manage a creek stewardship and education
program.N3.4.1 2022‐2027 Significant
Significant
Ongoingevents, and increase appreciation of riparian corridors.Works
Review and update the Grading Ordinance to ensure that it adequately protects creeks from the erosion
and sedimentation impacts of grading.Department of Public
WorksN3.6.1
N3.8.1
N3.8.2
2022‐2027 Partially Complete Target adoption for Stormwater ordinance is early 2025
Work with the SCVWD to develop a maintenance, restoration and enhancement improvement program
that preserves flood protection while preserving riparian habitat, and identifies specific stretches of Department of Public Limited progress has been made, except for the work on the North Ventura Coordinated
Area Plan.2022‐2027 Significant
Standard
Standard
Partially completecorridor to be restored or daylighted, standards to be achieved, and sources of funding. Include provisions Works
for tree and vegetation planting to enhance natural habitat and shade cover.
Participate cooperatively in the JPA to achieve increased flood protection, habitat preservation,
enhancement and improved recreational opportunities along San Francisquito Creek.
Department of Public
Works Continuous Task Ongoing This is an ongoing program, no updates to report at this time.
Goal N‐4: Water resources and infrastructure that are managed to sustain plant and animal life, support urban activities, and protect public health and safety.
The City, in partnership with Valley Water, offers a suite of water efficiency programs
including landscape conversion rebates, indoor and outdoor survey kits, graywater laundry
to landscape rebates, irrigation system rebates and rain barrel rebates. The City offers a
variety of workshops on water efficiency and plant care throughout the year.
City of Palo Alto Utilities
N4.2.1 Educate customers on efficient water use (indoor and outdoor), tree care, and landscaping options.& Department of Public Continuous Task
Works
Ongoing
City of Palo Alto Utilities
& Department of Public By 2022
Works
In July 2022, the City initiated a One Water Plan that will analyze all water sources within
the City. Preliminary results were presented to the Utilities Advisory Commission in June
2024. The report is expected to be complete by the end of the calendar year.
Study the supply and quality of local groundwater aquifers to better understand their utility as natural
water storage.N4.5.1
N4.5.2
Standard
Standard
Partially Complete
Ongoing
City of Palo Alto
Utilities, Department of Continuous Task
Public Works & Office of
Work with local public agencies to educate residents regarding the public health, fire, and overall quality
of life risks associated with long‐term drought.
The 2023 Local Hazard Mitigation Plan describes the risks from drought and this
information is posted on the city's website.
Staff continues to educate residents on this through the implementation of the
Stormwater Rebate Program (in partnership with Valley Water), inter‐departmental
coordination with Utilities (workshops, outreach efforts). Staff conducted outreach in 2024,
and schedules outreach annually.
Department of Public
WorksN4.6.1 Encourage residents to use rain barrels or other rainwater reuse systems.By 2022 Standard Ongoing
Support and participate in the work of the SCVWD to prepare a high‐quality groundwater management
plan that will address groundwater supply and quality, including, as appropriate:
‐An understanding of subsurface hydrology,
‐Strategies to reduce depletion,
‐Opportunities to recharge groundwater, including through use of recycled water and extracted
groundwater,
Department of Public
Works
City staff continues to work with Valley Water on the monitoring of groundwater and map
the toxic plumes in our region.N4.7.1 By 2022 Standard Ongoing
‐Methods to ensure that uncontaminated, toxin‐free groundwater is used in a manner that benefits the
community, for example in irrigation of parks, street cleaning, and dust suppression,
‐An approach to metering extracted groundwater.
Support the SCVWD and the Regional Water Quality Control Board (RWQCB) to implement their mandate Department of PublicN4.7.2
N4.7.3
By 2022 Standard
Standard
Ongoing
Ongoing
This is an ongoing program, no updates to report at this time.to protect groundwater from the adverse impacts of urban uses.Works
Work with the SCVWD and RWQCB to identify and map key groundwater recharge and stormwater
management areas for use in land use planning and permitting and the protection of groundwater
resources.
Staff is implementing the City's Green Stormwater Infrastructure (GSI) plan and is
evaluating the best locations for GSI in the future and how to maintain the features to
protect groundwater resources.
Department of Public
Works Continuous Task
Page 18 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 25 Packet Pg. 45 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Research and promote new construction techniques and recharge strategies developed to reduce
subsurface and surface water impacts and comply with City dewatering policies.
Department of Public
WorksN4.8.1 Continuous Task
By 2022
Standard
Standard
Ongoing
Ongoing
This on hold due to staff constraints
Explore appropriate ways to monitor all excavations and other projects to ensure that dewatering does
not result in recharge into the aquifer where needed.
Department of Public
WorksN4.8.2 This is an ongoing effort.
Monitor and implement practices for reducing water pollution. Examples include state‐of‐the‐art best
management practices (BMPs), land use planning approaches, and construction of modern stormwater
management facilities.
Stormwater ordinance anticipated to be adopted mid‐2025. Stormwater Program in
Environmental Services addresses implementation of requirements such as construction of
green stormwater infrastructure and best management practices at businesses.
Department of Public
WorksN4.10.1 Continuous Task Substantial Ongoing
Continue public education programs on water quality issues, including BMPs for residents, businesses,
contractors, and City employees.
Department of Public
Works
This work continues via flyers, tabling, bill inserts, targeted messages, social media, and the
website.N4.10.2
N4.10.3
Continuous Task
Continuous Task
Standard Ongoing
Ongoing
Stormwater ordinance anticipated to be adopted mid 2025. Stormwater Program in
Environmental Services manages a spill response investigation program and coordinates
with Fire and Public Works Public Services to ensure appropriate cleanup and reporting.
Implement swift and rigorous spill response, cleanup, and follow‐up investigation procedures to reduce
the impacts of toxic spills on the city’s creeks and San Francisco Bay.
Department of Public
Works Significant
Stormwater ordinance anticipated to be adopted early 2025. Stormwater Program in
Environmental Services oversees a construction program to ensure appropriate
stormwater best management practices at construction sites.
Increase monitoring and enforcement of existing prohibitions on materials and practices known to impact Department of Public
local water quality, such as use of copper, in the design and construction industries. WorksN4.10.4
N4.11.1
N4.12.1
N4.12.2
N4.12.3
Continuous Task
2022‐2027
Significant
Standard
Standard
Standard
Standard
Ongoing
Evaluate neighborhoods where parking controls may hinder street sweeping and recommend any changes Department of Public
that are needed. Works Pending Work has not commenced due to other pending items having higher priorities.
Continue to implement the City's Integrated Pest Management PolicyImplement the City’s Integrated Pest Management Policy with periodic assessments of pesticide use and Department of Public Continuous Task
By 2022
Ongoinguse of BMPs to reduce pesticide applications and toxicity, and maximize non‐chemical control.Works
The draft updated Tree and Landscape Technical Manual is scheduled to be released for
department feedback and public comment before the end of 2024, with a final draft
released in 2025.
Revise the City’s Tree and Landscape Technical Manual to include stronger requirements for least‐toxic
practices in the landscape permitting process.
Department of Public
Works Partially Complete
OngoingPromote the value of toxin‐free landscape management, and educate residents about the impacts of
common fertilizers, herbicides, insecticides and pesticides on local water quality.
Department of Public
Works
This is an ongoing effort. Staff continues to educate residents and businesses regarding
proper pest control.Continuous Task
Staff continues to educate residents on this through the implementation of the
Stormwater Rebate Program (in partnership with Valley Water), inter‐departmental
coordination with Utilities (workshops, outreach efforts). Will conduct outreach campaign
in October 2024.
Promote the use of permeable paving materials or other design solutions that allow for natural
percolation and site drainage through a Storm Water Rebate Program and other incentives.
Department of Public
WorksN4.13.1 By 2022 Standard Ongoing
Develop and implement a green stormwater infrastructure plan with the goal to treat and infiltrate
stormwater.
Department of Public
WorksN4.13.2
N4.13.3
By 2022
By 2022
Substantial
Significant
Ongoing
Ongoing
Currently implementing the Green Stormwater Infrastructure Plan.
Mitigate flooding through improved surface permeability or paved areas, and stormwater capture and
storage.
Department of Public
Works
Currently implementing the Green Stormwater Infrastructure (GSI) Plan. Began work on
large GSI project to capture diverted flows from storm drain system.
Projects that require a building permit are reviewed by Public Works staff to verify that the
proposed runoff from project sites is equal to or less than the existing runoff. Any excess
flow must be detained or retained on‐site.
Establish a standardized process for evaluating the impacts of development on the storm drainage
system, including point source discharge, base flow and peak flow.
Department of Public
WorksN4.14.1
N4.14.2
N4.15.1
By 2022 Standard Ongoing
Ongoing
Ongoing
Complete improvements to the storm drainage system consistent with the priorities outlined in the City's Department of Public
Storm Drainage Master Plan, as amended.
Storm Drainage Master Plan projects are being implemented through the Capital
Improvement Program using funding from the Stormwater Management Fee.Continuous Task
Continuous Task
Substantial
Significant
Works
Work with commercial and industrial dischargers to identify and implement pollution prevention
measures and BMPs to eliminate or reduce the discharge of metals and other pollutants of concern.
Department of Public
Works
Environmental Services conducts inspections at industrial and commercial businesses and
requires and educates about best management practices.
Page 19 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 26 Packet Pg. 46 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Encourage commercial dischargers to consistently go beyond minimum requirements of the Clean Bay
Business Program.
Department of Public
WorksN4.15.2 Continuous Task Standard Partially Complete Target adoption for Stormwater ordinance is mid‐2025
Design complete for the Outfall Project. Substantial completion of construction for the
Primary Sedimentation Tank Rehabilitation Project and construction started for the
Secondary Treatment process and 12KV loop project.
Department of Public
WorksN4.16.1
N4.16.2
Implement approved recommendations based on the Long‐Term Facilities Plan prepared for the RWQCP.Continuous Task Substantial Ongoing
A Sea Level Rise vulnerability assessment is complete and RWQCP is iteratively raising all
electrical and other equipment to adapt to 100 year storm and future sea level rise. Sea
level rise adaptation is included in the RWQCP Long Range Facility Plan Update.
Develop a plan to address ongoing operations of the RWQCP taking potential sea level rise and growth in Department of Public 2022‐2027 Substantial Ongoingsurrounding communities into account.Works
Council accepted the Northwest County Recycled Water Strategic Plan in 2020. A plan to
coordinate the installation of purple pipe when streets are open has not been developed
and is not currently in the work plan.
Evaluate the expansion of existing recycled water infrastructure to serve a larger area. Develop a plan to
install “purple pipe” when streets are opened for other infrastructure work.N4.17.1
N4.17.2
N4.17.3
City of Palo Alto Utilities 2022‐2027 Significant
Standard
Standard
Ongoing
Evaluate the possibility of using recycled water as an emergency water supply.City of Palo Alto Utilities After 2027 Ongoing Using recycled water as an emergency water supply is not under consideration.
In July 2022, the City initiated a One Water Plan that will analyze all water sources within
the City. Preliminary results were presented to the Utilities Advisory Commission in June
2024. The report is expected to be complete by the end of the calendar year.
Investigate ways to reuse non‐traditional water sources including recycled, gray, black and storm water. City of Palo Alto Utilities Continuous Task Partially Complete
Goal N‐5: Clean, healthful air for Palo Alto and the San Francisco Bay Area.
Planning and
Development ServicesN5.1.1 Provide City input on significant proposals for air quality legislation and state implementation plans.Continuous Task
By 2022
Standard
Standard
Ongoing
Ongoing
Planning Department works with the City lobbyist to identify issues and provides ideas.
Implement BAAQMD recommended standards for the design of buildings near heavily travelled roads, in Planning and Bay Area Air Quality Management District (BAAQMD) standards are implemented through
the CEQA process.N5.1.2 order to minimize exposure to auto‐related emissions.Development Services
Explore adopting new standards that target the reduction of very fine particulate matter (PM2.5), which is Planning andN5.1.3 By 2022 Standard Ongoing PM2.5 standards are implemented through the CEQA process.associated with increased impacts on health.Development Services
Promote understanding of the impacts of extended idling on air quality, for residents, auto‐dependent
businesses, and schools.
Planning and
Development ServicesN5.2.1
N5.2.2
N5.3.1
2022‐2027 Standard
Standard
Standard
Pending
Pending
Ongoing
Work has not commenced.
Work has not commenced.Consider adopting and enforcing penalties for drivers that idle for longer than 3‐5 minutes.Office of Transportation 2022‐2027
Cooperatively work with Santa Clara County and the BAAQMD to ensure that mining and industrial
operations mitigate environmental and health impacts.
Planning and
Development Services
Industrial operations are mitigated through the CEQA process. There are no mining
resources within the City limits.Continuous Task
Monitor particulate emissions at local California Air Resources Board monitoring stations and make the
information easily available to citizens.
Planning and
Development Services
Bay Area Air Quality Management District (BAAQMD) provides monitoring information on
their webpage ‐ http://www.baaqmd.gov/about‐air‐quality/current‐air‐quality.N5.3.2
N5.3.3
N5.3.4
Continuous Task
Continuous Task
Continuous Task
Standard
Standard
Standard
Ongoing
Ongoing
Ongoing
Promote understanding of the health impacts of particulate emissions and provide information to
residents and businesses about steps they can take to reduce particulate emissions, such as reducing or
eliminating wood burning or using low emission alternatives to wood‐burning stoves and fireplaces.
Planning and
Development Services
Current Planning staff continues to implement CEQA but does not conduct additional
outreach or education around this topic.
Explore feasible and cost‐effective opportunities to reduce concrete and asphalt use by the City, in parks Department of Public
and other public projects.There are no substantial actions to report at this time.
Staff implements the City's noise ordinance.
Works
Goal N‐6: An environment that minimizes the adverse impacts of noise.
Continue working to reduce noise impacts created by events and activities taking place in communities
adjoining Palo Alto.
Planning and
Development ServicesN6.3.1
N6.3.2
Continuous Task Standard
Standard
Ongoing
PendingDepartment of Public
Works
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.Evaluate the feasibility of adopting noise criteria in the purchase of new City vehicles and equipment.2022‐2027
Page 20 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 27 Packet Pg. 47 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Update the Noise Ordinance, as needed, to provide for clear interpretation of the regulations, to review Planning andN6.3.3 By 2022 Standard
Standard
Partially Complete Residential portion has been updated.the effectiveness of existing standards, and to ensure that regulations address contemporary issues.Development Services
Update noise impact review procedures in the Noise Ordinance and the Zoning Code to address
appropriate requirements for analysis and thresholds for impacts on residential land uses and publicly‐
owned conservation land.
Planning and
Development ServicesN6.7.1 By 2022 Partially Complete Residential portion has been updated.
The code enforcement team as completed its initial goal to enhance the gas leaf blower
program by adopting the ordinance in June of 2023. Moving forward, the code
enforcement has and will continue to proactive patrol neighborhoods, respond to
complaints and utilize established tools to accomplish the goal of bringing forth
compliance with banning the use of gas leaf blowers.
Evaluate changes to the Noise Ordinance to further reduce the impacts of noise from leaf blowers and
residential power equipment.
Planning and
Development ServicesN6.10.1 2022‐2027 N/A Complete
Ongoing
Ongoing
For larger development projects that demand intensive construction periods and/or use equipment that
could create vibration impacts, such as the Stanford University Medical Center or major grade separation
projects, require a vibration impact analysis, as well as formal, ongoing monitoring and reporting of noise
levels throughout the entire construction process pertinent to industry standards. The monitoring plan
should identify hours of operation and could include information on the monitoring locations, durations
and regularity, the instrumentation to be used and appropriate noise control measures to ensure
compliance with the noise
Construction noise and vibration are reviewed as part of the CEQA process. Mitigation
measures, including limited hours of operation, are used to reduce noise and vibration
impacts.
Planning and
Development ServicesN6.11.1 Continuous Task Standard
ordinance.
Continue working to reduce noise associated with operations of the Palo Alto Airport. Also, ensure
compliance with the land use compatibility standards for community noise environments, shown in Table Department of Public
N‐ 1, by prohibiting incompatible land use development within the 60 dBA CNEL noise contours of the
airport.
N6.12.1 Continuous Task
Continuous Task
Standard No updates at this time.Works
Participate in appropriate public forums and engage with other governmental agencies and
representatives to ensure that activities at airports in the region do not negatively affect noise levels in
Palo Alto.
Airport staff continue to review current flight procedures at the Palo Alto Airport.
However, the airport has limited staffing to review regional flight patterns not related to
the Palo Alto Airport.
Department of Public
WorksN6.12.2
N6.13.1
Substantial
Standard
Ongoing
Staff procured the services of the Consultant to prepare design plans, specifications, and
cost estimates. The 100% design plans are now complete. City submitted the project plans
for approval of Caltrain's and requested their concurrence on submitting GO‐88B
application to the CPUC.
Encourage the Peninsula Corridors Joint Powers Board to pursue technologies and grade separations that
would reduce or eliminate the need for train horns/whistles in communities served by rail service.Office of Transportation Continuous Task Partially Complete
City procured the services of the consultant to conduct the study. The initial study report
was reviewed by the Rail Committee in August 2024. A diagnostic meeting consisting of
staff from CPUC, FRA, Caltrain and City was conucted in October 2024. The conceptual
plans for the required improvements are currently being developed.
Evaluate changing at‐grade rail crossings so that they qualify as Quiet Zones based on Federal Railroad
Administration (FRA) rules and guidelines in order to mitigate the effects of train horn noise without
adversely affecting safety at railroad crossings.
N6.13.2
N6.13.3
Office of Transportation By 2022
Office of Transportation
Substantial Partially Complete
Participate in future environmental review of the California High‐Speed Rail (HSR) Project, planned to
utilize existing Caltrain track through Palo Alto, to ensure that it adheres to noise and vibration mitigation
measures.
By 2022 N/A Complete
Ongoing
& Planning Department
Goal N‐7: A clean, efficient energy supply that makes use of cost‐effective renewable resources.
Meet customer electricity needs with least total cost resources after careful assessment of environmental
cost and benefits.
Implementation of the REC Exchange Program during CY 2024 has yielded approximately
$10.9M in net revenue to be used to fund local decarbonization programs.N7.1.1 City of Palo Alto Utilities Continuous Task Standard
Page 21 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 28 Packet Pg. 48 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
City of Palo Alto Utilities
and Department of
Public Works
Promote the adoption of cost‐effective, renewable energy technologies from diverse renewable fuel
sources by all customers.
Implementation of the REC Exchange Program during CY 2024 has yielded approximately
$10.9M in net revenue to be used to fund local decarbonization programs.N7.2.1 By 2022 Standard
Standard
Ongoing
Ongoing
Assess the feasibility of using life cycle analysis and total cost of ownership analysis for public and private
projects, funded by the project proponent, in order to minimize the consumption of energy, the
production of greenhouse gases, including GHG emissions of construction materials and demolition and
costs over the life of the project.
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.N7.2.2
N7.4.1
City of Palo Alto Utilities By 2022
Development Services staff worked collaboratively with Sustainability team to bring for the
adoption of a new Green Building Standards Code and Energy Reach Code that complies
with Ninth Circuit Court of Appeals finding that the Energy Policy and Conservation Act
(EPCA) preempts state and local building codes that impermissibly regulate energy use by
products covered by EPCA, like natural gas appliances. The next update will be in 2025
when we adopt the 2025 California Energy Code and Green Building Standards Code.
Continue timely incorporation of State and federal energy efficiency standards and policies in relevant City Planning and
codes, regulations and procedures, and higher local efficiency standards that are cost‐effective. Development Services Continuous Task Significant Ongoing
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.N7.4.2
N7.4.3
N7.4.4
Implement cost effective energy efficiency programs for all customers, including low income customers. City of Palo Alto Utilities Continuous Task Standard
Standard
Standard
Ongoing
Ongoing
Ongoing
Incorporate cost‐effective energy conservation measures into construction, maintenance, and City
operation and procurement practices.
Department of Public
Works
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.Continuous Task
Implement gas and electric rate structures that encourage efficient use of resources while meeting State
law requirements that rates be based on the cost of service.
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.City of Palo Alto Utilities 2022‐2027
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.N7.4.5
N7.5.1
Continue to provide public education programs addressing energy conservation and efficiency.City of Palo Alto Utilities Continuous Task Standard
N/A
Ongoing
Monitor professional and medically‐sound research and studies on light‐emitting diodes (LEDs).City of Palo Alto Utilities 2022‐2027 Complete Complete
Development Services staff worked collaboratively with Sustainability team to bring for the
adoption of a new Green Building Standards Code and Energy Reach Code that complies
with Ninth Circuit Court of Appeals finding that the Energy Policy and Conservation Act
(EPCA) preempts state and local building codes that impermissibly regulate energy use by
products covered by EPCA, like natural gas appliances. The next update will be in 2025
when we adopt the 2025 California Energy Code and Green Building Standards Code.
Explore changes to building and zoning codes to incorporate solar energy, energy storage and other
energy efficiency measures into major development projects, including City‐owned projects.
Planning and
Development ServicesN7.6.1 By 2022
By 2022
Significant Ongoing
Promote use of the top floors of new and existing structured automobile garages for installation of
photovoltaic panels and green roofs.
Planning and
Development ServicesN7.6.2
N7.6.3
N7.7.1
Standard
Significant
Standard
Ongoing
Ongoing
Ongoing
This effort is ongoing.
City of Palo Alto
Utilities, Planning and Continuous Task
Development Services
This effort is linked to measure N7.6.1. See update on N7.6.1. Development Services
launched the use of SolarAPP+ for qualifying residential PV and ESS projects via our instant
permitting process.
Promote solar energy in individual private projects.
Evaluate the potential for a cost‐effective plan for transitioning to a completely carbon‐neutral natural gas
supply.
Staff monitors the market for innovative green product availability and price. The Carbon
Neutral Gas Plan using carbon offsets was reaffirmed by Council in December 2020.City of Palo Alto Utilities By 2022
Page 22 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 29 Packet Pg. 49 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
The Business Energy Advisor program launched in August 2022 providing energy
assessments to small to medium businesses, had a surge in participation as a result of
tenacious outreach and promotions with in‐person visits to over 300 businesses in CY2024.
As of September 2024, 15 project completed total enrolled 91 since launch.
The Business Electrification Technical Assistance Program (BE TAP) was also launched in
August 2022. This program offers free electrification assessment and technical assistance
to implement building electrification projects to a variety of business types including but
not limited to hotels, restaurants, churches, and office buildings. To date, program
outreach activities have included in‐person visits, call campaigns, e‐newsletters, and utility
bill inserts As of September 2024, there are 79 businesses enrolled in BETAP, 3 projects
completed and 8 projects in the pipeline.
N7.7.2 Explore the transition of existing buildings from gas to electric or solar water and space heating.City of Palo Alto Utilities By 2022 Standard Ongoing
Evaluate energy efficient approaches for the treatment and reuse of organic waste that maximize
resource recovery and reduce greenhouse gas generation at the RWQCP located in Palo Alto and the Palo
Alto Landfill.
Reuse organic waste from the RWQCP; currently create Class A biosolids products and
send a portion of the organics through an anaerobic digester to convert organics into a
resource.
Department of Public
WorksN7.8.1 2022‐2027 Standard
Standard
Ongoing
Ongoing
Goal N‐8: Actively support regional efforts to reduce our contribution to climate change while adapting to the effects of climate change on land uses and city services.
Participate in cooperative planning with regional and local public agencies, including on the Sustainable Office of Sustainability, Public Works, and Office of Emergency Services participated in
regional working groups, including Santa Clara County. This aligns with the Sustainability
and Climate Action Plan (S/CAP) goals and key actions as well as the 2023 ‐ 2025 S/CAP
Work Plan.
Office of Sustainability
and Office of Emergency Continuous Task
Services
Communities Strategy, on issues related to climate change, such as greenhouse gas reduction, water
supply reliability, sea level rise, fire protection services, emergency medical services, and emergency
response planning.
N8.1.1
N8.1.2
Office of Sustainability,
City of Palo Alto Utilities
Department and
Planning and
Development Services
Department
On June 3, 2024, the City Council adopted the One Margin code ordinance, in light of the
temporary moratorium on enforcement of Palo Alto’s current all‐electric new construction
requirement. The City Council reviewed the Second Reading of the Ordinance on June 17,
2024. As required by state law, the ordinance was sent to the California Energy
Commission for review and approval and was approved September 11, 2024.
Pursue or exceed State goals of achieving zero net carbon for residential buildings by 2020 and
commercial buildings by 2030, without compromising the urban forest.By 2022 Standard
Standard
Ongoing
In June 2023, the 2022 Sustainability and Climate Action Plan was adopted, the
Comprehensive Plan Environmental Impact Report Addendum: Update to the
Sustainability and Climate Action Plan was certified, and Council accepted the 2023‐2025
S/CAP Workplan. Staff completed the 2022 Greenhouse Gas Inventory, which will be
brought to Council in October 2024. Staff completed a 2023 Greenhouse Gas Inventory.
There are no plans to update the S/CAP in 2024, as it was just adopted last year.
Periodically update the S/CAP consistent with the update schedule in the approved S/CAP; this update
shall include an updated greenhouse gas inventory and updated short, medium, and long‐term emissions Office of Sustainability 2022‐2027
reduction goals.
N8.2.1 Partially Complete
A Sea Level Rise vulnerability assessment is complete and RWQCP is iteratively raising all
electrical and other equipment to adapt to 100 year storm and future sea level rise. Staff
anticipates a proposal from Santa Clara County Office of Sustainability to partner on a sea
level rise planning effort, and staff are exploring how to include sea level rise and shallow
ground water conditions into project review in parallel.
Protect the Municipal Services Center, Utility Control Center, and RWQCP from the impacts of sea level
rise.
Department of Public
WorksN8.3.1 2022‐2027 Substantial Ongoing
Page 23 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 30 Packet Pg. 50 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
A United States Army Corps of Engineers (USACE) cost/benefit analysis determined that
there is no federal interest in funding Palo Alto shoreline improvements at this time, and
that improvements would not be needed until approximately 2060. Valley Water and
Shoreline II partners (Caltrans and the Cities of Palo Alto and Mountain View) developed an
agency factsheetand Frequently Asked Questions for staff/public use and identified
possible trigger points for when restarting an analysis could occur. Staff are now
anticipating a proposal from Santa Clara County Office of Sustainability for next steps in
developing a subrgional sea level rise adaptation plan now that SB272 (Laird): Sea Level
Rise Planning and Adaptation requirements are known‐‐likely starting with regional
vulnerability assessment. City of Palo Alto staff will coordinate the development of its Sea
Level Rise Adaptation Plan to align with these and other regional planning efforts.ꢂ
Prepare response strategies that address sea level rise, increased flooding, landslides, soil erosion, storm
events and other events related to climate change. Include strategies to respond to the impacts of sea
level rise on Palo Alto’s levee system.
N8.4.1 Office of Sustainability By 2022 Substantial Pending
Despite longer‐term regional planning horizons for sea level rise, staff are working on
several near‐term goals.ꢂThese efforts include rolling out the use of web‐based GIS maps
which depict future sea level rise and shallow groundwater changes for use in City project
planning,and including sea level rise in long range planning for the Regional Water Quality
Control Plant and Palo Alto Airport.
Safety Element
Goal S‐1: A safe community that is aware of risks and prepared for emergencies.
Expand public education programs that help and encourage each household in the City to be prepared to
be self‐sufficient, with enough stored water and food to support the entire household for at least one
week after a major earthquake, flood, terrorism event, COVID‐19 pandemic or other major disaster.
OES works with the City Manager's Office to provide community updates periodically
across a number of mediums including City Manager comments, Uplift Local, Palo Alto
Medium blog, Utility Inserts, and social media posts. The OES Preparedness webpage also
provides this information. We attempt to expand our public education to all groups in the
Palo Alto community.
Office of Emergency
ServicesS1.1.1
S1.1.2
By 2022
By 2022
Standard
Standard
Ongoing
Ongoing
Office of Emergency Services (OES) continues to manage the ESV program, there are
currently over 800 registered volunteers. OES apportions funds annually to support this
program including an annual community event, monthly training sessions, quarterly leader
meetings, and several exercises per year.
Office of Emergency
ServicesContinue to implement and fund the Emergency Services Volunteer program.
Throughout the year, Office of Emergency Services (OES) conducts emergency drills with
key stakeholders that include seminars, communications tests, table‐top exercises,
functional, and full scale exercises.
Conduct emergency hazard drills with key stakeholder organizations across the community to improve
preparedness for known threats and hazards.
Office of Emergency
ServicesS1.1.3
S1.1.4
Continuous Task
Continuous Task
Significant
Significant
Ongoing
Ongoing
No public safety fairs were planned in this reporting period, instead OES participated in
several citywide events to promote preparedness including the May Fete, MSC Open
House, PAPD National Night Out, and the City Hall Open House.
Support an annual community public safety fair to educate and engage the public on preparedness and
offer the opportunity to buy emergency disaster supplies for home and vehicle.
Office of Emergency
Services
Page 24 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 31 Packet Pg. 51 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Encourage local businesses and other organizations to have disaster preparedness, communication,
mitigation and recovery plans in place.
Office of Emergency
Services
OES works with businesses upon request to assist in preparedness planning. The OES
website includes preparedness related information for businesses as well.S1.1.5 Continuous Task Standard
N/A
Ongoing
Develop accessible, attractive marketing materials to promote involvement in community crime safety
programs.
Office of Emergency
ServicesS1.2.1
S1.3.1
Continuous Task Complete
Office of Emergency Services (OES) maintains expertise and serves as a resource for Crime
Prevention through Environmental Design (CPTED) https://www.ncpc.org/resources/home‐
neighborhood‐safety/crime‐prevention‐through‐environmental‐design‐training‐program/
and other safety and security best practices, in particular, for Critical Infrastructure and Key
Resources (CIKR). OES is assisting City of Palo Alto Utilities (CPAU) with site protection and
resilience matters. OES is assisting Department of Public Works and Police Department
with the Public Safety Building.
Planning and
Development Services &
Office of Emergency
Services
Explore the use of urban design principles to increase safety and prevent crime in Palo Alto.Continuous Task Standard Ongoing
Support programs such as the Department of Housing and Urban Development’s Good Neighbor Next
Door, which incentivizes home purchase for first responders with discounts.
Planning and
Development ServicesS1.3.2
S1.4.1
Continuous Task
Continuous Task
Standard
Standard
Pending
Ongoing
Staff is not aware of any progress on this program's implementation as of 2024.
Webpage activeMake data available to maintain an accurate, up to date, and complete real‐time local crime mapping
function to promote neighborhood safety.Police Department
Promote neighborhood security by providing crime prevention information and training to residents, and
continuing to fund resident involvement in neighborhood safety programs such as “Know Your Neighbor” Police Department and OES provides BPC certification courses as part of our ESV program 3 times a year in which
we encourage Neighborhood Watch activities. OES also encourages the use of "Know Your
Neighbor" grants by ESV members for block level parties.
S1.5.1
S1.5.2
grants and Block Preparedness
Coordinators.
Office of Emergency
Services
Continuous Task
Continuous Task
Standard
Standard
Ongoing
OngoingCollaborate with the Palo Alto Unified School District (PAUSD), other school districts in the city, private
schools, businesses, non‐profits, and local faith‐based organizations provide community safety education.Police Department No change.
Encourage the PAUSD to develop secure school facilities and collaborate with Emergency Services
Volunteers on disaster preparedness activities; emergency disaster planning, exercises and drills; and
disaster recovery.
Office of Emergency
Services
OES and PAPD maintain contact with PAUSD and are available to provide support when
requested by PAUSD.S1.5.3
S1.5.4
S1.6.1
Continuous Task
Continuous Task
Continuous Task
Standard Ongoing
Pending
Ongoing
Continue to support and encourage participation in Police Department programs to introduce youth to
the importance and benefits of local law enforcement.Police Department
Police Department
Substantial
Substantial
No plan for program
Enhance public safety department training for evolving challenges, such as small‐ to large‐scale human
threats, interacting with individuals with mental illness, and non‐lethal alternatives.
Staff is working with Santa Clara County Behavioral Health Services (SCCO Behavioral
Health) to hire a clinician. One PERT officer working solo.
Support the PAPD in implementing and maintaining approved technologies for data gathering,
surveillance, and recording interactions with the public. Incorporate best practices in use policies with
special consideration in ensuring the programs protect the public’s privacy rights and civil liberties, in
accordance with current legislation. Ensure transparency by communicating new equipment
implementation, usage, privacy considerations, and retention of data.
S1.6.2
S1.6.3
Police Department
Police Department
Continuous Task
Continuous Task
Standard
Standard
Ongoing
Ongoing
AB 481 report given to Council annually.
AB 481 report given to Council annually.Communicate transparently with the community regarding adoption of new PAPD equipment and/or
tactics while balancing the need for operational security.
Page 25 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 32 Packet Pg. 52 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Regularly monitor and review the level of public safety staffing and satellite police station locations
required for efficient local service delivery.S1.7.1 Police Department Continuous Task Standard Ongoing No change
Design the new Public Safety building to meet essential service standards, the needs of the public safety Department of Public
departments and be resilient against known threats and hazards. WorksS1.7.2
S1.7.3
By 2022 Substantial Ongoing Construction started in spring 2021 and is expected to be completed in fall 2024.
OES remains proficient in the use of the Everbridge software system, that provides the
AlertSCC mass notification functionality. OES also can provide notifications via Next door,
and in working with City communications managers ‐ proliferate such messages on other
social mediums.
Provide community notifications in the event of emergency using the best available methods and explore Office of Emergency Continuous Task Significant Ongoingnew technologies for emergency public information and warnings.Services
S1.8.1
S1.9.1
Update Palo Alto’s 2001 Terrorism Response Plan.Office of Emergency By 2022
By 2022
N/A Complete
Develop an Infrastructure Master Plan that projects the future needs of streets, underground utilities, and
all City assets and plans for the incorporation of new technology that improves efficiency and
effectiveness.
Department of Public
Works
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.Substantial Partially Complete
OES will update the EOP in FY24/24 Q3. This process started in August 2024 and we
anticipate this will take approximately eight months to complete. This update will take
incorporate new legislative measures, emergency management, best practices, and whole
community involvement. The updated plan will be posted on the City of Palo Alto website.
Office of Emergency
ServicesS1.10.1
S1.10.2
Regularly update and make publicly available the City of Palo Alto Emergency Operations Plan (EOP).Continuous Task Significant
Standard
Ongoing
Ongoing
OES continues to participate in regional planning efforts including the Urban Area Security
Initiative (UASI), the Mutual Aid Regional Advisory Committee (MARAC), and Santa Clara
County Operational Area Signatories Committee, and the Santa Clara County Emergency
Managers Association ‐ among others. OES continues to lead the San Francisquito Creek
Multi‐Agency Coordination (SFC MAC) group as well as the Silicon Valley Homeland
Security Coordination Group (SV‐HSCG).
Participate in local and regional planning efforts to mitigate, prepare for, respond to, and recover from
emergencies.
Office of Emergency
Services Continuous Task
Continuous Task
Annually, Office of Emergency Services updates the status of Local Hazard Mitigation Plan
(LHMP) projects. The City updated the LHMP in 2023, with Council adoption occurring in
October 2024, as part of the Santa Clara County multi‐jurisdictional planning process.
Implement the mitigation strategies and guidelines provided by the LHMP, including those that address
evolving hazards resulting from climate change.
Office of Emergency
ServicesS1.10.3
S1.12.1
Standard
Standard
Ongoing
Ongoing
OES, PAPD, and PAFD implement multi‐agency coordination by integrating agencies into
response efforts through mutual aid systems. This is done in keeping with the National
Incident Management System (NIMS) and the State of California Standardized Emergency
Management System (SEMS). This is done for both internal city departments, as well as for
multi‐jurisdictional incidents or events.
Encourage multiagency coordination in case of incidents that cross disciplinary or jurisdictional boundaries Office of Emergency
or coordination that involves complex incident management scenarios. Services Continuous Task
Explore the establishment of mutually‐beneficial cooperative agreements between Palo Alto’s police and Police Department &No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.S1.12.2
S1.13.1
2022‐2027 Standard Ongoing
Ongoing
fire departments and those of neighboring cities.Fire Department
No staff comments were received related to this program but staff did provide updated
level of effort rating and completion status info.Identify solutions to add an additional power line to Palo Alto to ensure redundancy.City of Palo Alto Utilities By 2022 Substantial
Explore incentives to adopt emerging, residential off‐ grid capabilities and technologies, including back‐up
power sources vital in the event of natural disasters or other threats.
No staff comments were received related to this program but staff did provide updated
level of effort rating and completion status info.S1.13.2
S1.13.3
City of Palo Alto Utilities 2022‐2027
City of Palo Alto Utilities Continuous Task
significant
Significant
Ongoing
OngoingContinue citywide efforts to underground utility wires to limit injury, loss of life, and damage to property
in the event of human‐made or natural disasters.
No staff comments were received related to this program but staff did provide updated
level of effort rating and completion status info.
Page 26 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 33 Packet Pg. 53 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Enhance the safety of City‐owned natural gas pipeline operations. Work with customers, public safety
officials, and industry leaders to ensure the safe delivery of natural gas throughout the service area.
Provide safety information to all residents on City‐owned natural gas distribution pipelines.
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.S1.13.4 City of Palo Alto Utilities Continuous Task Significant
standard
Ongoing
Ongoing
City of Palo Alto UtilitiesProvide off‐grid and/or backup power sources for critical City facilities to ensure uninterrupted power
during emergencies and disasters.
No staff comments were received related to this program but staff did provide updated
level of effort rating and completion status info.S1.13.5 and Department of
Public Works
Continuous Task
Goal S‐2: Protection of life, ecosystems and property from natural hazards and disasters, including earthquake, landslide, flooding, and fire.
Planning and
Development Services
We created a RFP for this scope of services and are reviewing the two responses that we
received.S2.5.1 Periodically review and update the City’s Seismic Hazard Ordinance.Continuous Task
By 2022
Significant
Significant
Ongoing
OngoingContinue to provide incentives for seismic retrofits of structures throughout the city, particularly those
building types that would affect the most people in the event of an earthquake.
Planning and
Development ServicesS2.5.2 This effort is linked to measure S2.5.1. See update on S2.5.1.
Planning and
Development ServicesS2.6.1
S2.6.2
Encourage efforts by individual neighborhood or block‐ level groups to pool resources for seismic retrofits.2022‐2027 Significant
Significant
Ongoing
Ongoing
This effort is linked to measure S2.5.1. See update on S2.5.1.
This effort is linked to measure S2.5.1. See update on S2.5.1.Continue to use a seismic bonus and a TDR Ordinance for seismic retrofits for eligible structures in the
Commercial Downtown (CD) zone.
Planning and
Development Services Continuous Task
Evaluate the TDR Ordinance so that transferred development rights may be used for residential
development on the receiver sites.
Planning and
Development ServicesS2.6.3
S2.6.4
Continuous Task Standard
Standard
Pending
Pending
Work has not commenced.
Work has not commenced.Study the possibility of revising the transfer of development rights program to encourage seismic
retrofits.
Planning and
Development Services 2022‐2027
Explore the use of Community Development Block Grants, Palo Alto Housing Funds and other sources of Planning and
funding to support owners of lower income and senior housing to retrofit seismically‐unsafe construction. Development ServicesS2.6.5
S2.7.1
S2.7.2
By 2022 Standard
Significant
Standard
Ongoing
Ongoing
Ongoing
This is an ongoing program, no updates to report at this time.
This effort is linked to measure S2.5.1. See update on S2.5.1.
As part of the construction permitting process for proposed new and redeveloped buildings in areas of
identified hazard shown on MapS‐2, structures that would affect the most people in a seismic event Planning and By 2022require submittal to the City of a geotechnical/seismic report that identifies specific risks and appropriate Development Services
mitigation measures.
Review and update, as appropriate, City code requirements for excavation, grading, filling and
construction to ensure that they conform to currently accepted and adopted State standards.
Department of Public
Works
The code requirements are currently up‐to‐date. Staff will continue to monitor accepted
and adopted standards and update code as needed.2022‐2027
Utilize the results of Palo Alto’s Seismic Hazards Identification Program and inventory of potentially Planning and
S2.7.3
S2.8.1
S2.8.2
seismically vulnerable building types to establish priorities and consider incentives to encourage structural Development Services By 2022 Significant
Substantial
Standard
Ongoing
Ongoing
Ongoing
This effort is linked to measure S2.5.1. See update on S2.5.1.
retrofits.and Building Services
Implement flood mitigation requirements of FEMA in Special Flood Hazard Areas as illustrated on the
Flood Insurance Rate Maps.
Department of Public
Works
All private and public development projects within the Special Flood Hazard Areas are
reviewed for compliance with FEMA regulations.Continuous Task
Continuous TaskContinue participating in FEMA’s Community Rating System to reduce flood insurance for local residents Department of Public
and businesses and strive to improve Palo Alto’s rating in order to lower the cost of flood insurance.
City of Palo Alto continues to participate in the Community Rating System and to evaluate
opportunities to improve the rating.Works
Collaborate with the San Francisquito Creek Joint Powers Authority and the Santa Clara Valley Water
District on environmentally‐sensitive efforts to stabilize, restore, maintain and provide one percent (100‐
year) flood protection adjacent to San Francisquito Creek.
Department of Public
Works
The Highway 101 to Bay project was completed in 2018. The Upstream of Highway 101
project is currently in the Design Development and Entitlements process.S2.8.3 Continuous Task Substantial Ongoing
Page 27 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 34 Packet Pg. 54 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Staff received 100% design and cost estimates for Newell Road Bridge in March 2023. All
regulatory permits and construction easements were obtained in May 2024. Staff is
working to obtain right‐of‐way certification from Caltrans in October with bidding of the
project anticipated to be in early 2025 and construction to start in summer 2025. Staff
continues to work with the San Francisquito Creek Joint Powers Board (SFCJPA) member
agencies to coordinate other Reach 2 projects with the Newell Road Bridge replacement
project. The remaining Reach 2 projects (top of bank, creek‐widening, Pope‐Chaucer Bridge
Replacement) are on hold pending creek model redesign based on recent winter storm
results.
Work with East Palo Alto, Santa Clara Valley Water District and San Francisquito Creek Joint Powers
Authority on efforts to increase the flows within the San Francisquito Creek possible solutions include
replacing the City‐owned Newell Road Bridge and Francisquito Creek. District‐owned Pope Chaucer Street Works
Department of PublicS2.8.4 By 2022
By 2022
Substantial
Standard
ongoing
Ongoing
Bridge.
Department of Public
Works
No staff comments were received related to this program's implementation in 2024. Level
of Effort and Completion status assumed to be the same as last year.S2.10.1 Keep basement restrictions up to date with changing flood hazard zones.
Review development standards applicable in areas susceptible to flooding from sea level rise, including
east of Highway 101, West Bayshore and East Meadow Circle, the area east of San Antonio Road and
north of East Charleston, and implement shoreline development regulations to ensure that new
development is protected from potential impacts of flooding resulting from sea level rise and significant Department of Public This is still an on going effort. Development standards have not been implemented for
flooding due to sea level riseS2.11.1 By 2022 Significant Ongoingstorm events. Regulations should be consistent with the Baylands Master Plan, as amended, and may
include new shoreline setback requirements, limits on lot line adjustments to avoid the creation of
vulnerable shoreline lots, and/or triggers for relocation or removal of existing structures based on
changing site conditions and other factors.
Works
Study appropriate restrictions on underground construction in areas outside of flood zones, as shown on
Map S‐5, to accommodate expected higher groundwater levels due to sea level rise and minimize
consequent flooding of underground construction.
Department of Public
WorksS2.11.2 By 2022 Standard Pending Appropriate standards and restrictions have not been implemented.
Work cooperatively with the Santa Clara Valley Water District and the San Francisquito Creek Joint Powers
Authority to provide flood protection from high tide events on San Francisco Bay, taking into account the Department of Public The City of Palo Alto continues to work with the project team to plan for projects such as
tide gate replacement and levee improvements in anticipation of future sea level rise.S2.12.1
S2.12.2
Continuous Task
Continuous Task
Substantial
Standard
Ongoing
Ongoing
impacts of future sea level rise, to provide one percent (100‐year) flood protection from tidal flooding,Works
while being sensitive to preserving and protecting the natural environment.
Work with regional, State, and federal agencies to develop additional strategies to adapt to flood hazards Department of Public
to existing or new development and infrastructure, including support for environmentally sensitive levees. Works A horizontal levee enhancement design is complete planning on construction in 2025
Study to be completed within 1 year.Regularly review and update the Fire Department’s operations, training facilities and programs to ensure
consistency with current standards and Best Management Practices.S2.13.1
S2.13.2
Fire Department
Fire Department
Continuous Task
By 2022
standard ongoing
Explore technological tools, such as cameras or remote sensors, to identify smoke or fires and initiate
response as quickly as possible.
N5 sensors installed in the WUI area. Policy and procedures for monitoring to be
established. Collaboration with Stanford, Woodside and Palo Alto.Significant Partially complete
Page 28 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 35 Packet Pg. 55 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Regularly review and fund updates to the Palo Alto Foothills Fire Management Plan to ensure consistency
with current standards and Best Management Practices.S2.14.1 Fire Department
Fire Department
2022‐2027 Substantial Ongoing Draft FFMP submitted by Carol Rice (contractor).
Implement the Foothills Fire Management Plan to balance conservation of natural resources with
reduction of fire hazards especially in open space areas.S2.14.2
S2.14.3
Continuous Task
Continuous Task
Substantial
Standard
Ongoing
Ongoing
Draft FFMP submitted by Carol Rice (contractor).
This is an ongoing effort.Planning and
Development ServicesMinimize fire hazards by maintaining low density zoning in wildland fire hazard areas.
Work collaboratively with other jurisdictions and agencies to reduce wildfire hazards in and around Palo
Alto, with an emphasis on effective vegetation management and mutual aid agreements.S2.14.4
S2.14.5
S2.15.1
Fire Department Continuous Task
By 2022
Significant
Significant
significant
Ongoing
Ongoing
ongoing
Collaboration with Stanford University and Woodside Fire on N5 sensor install.
Consider implementation of CAL FIRE recommended programs in educating and involving the local
community to diminish potential loss caused by wildfire and identify prevention measures to reduce those Fire Department
risks.
Contract with FireSafe Council for roadside clearance work. Moving forward with multi
year contract with Fire Safe Council for work outlined in FFMP.
The department has reviewed its in‐county aid agreements as is actively working with San
Mateo agencies to update those agreements. The department is also proposing service
delivery modifications this year
Evaluate measures for optimal service delivery to improve efficiency; develop automatic or mutual aid
agreements with other jurisdictions, including Stanford, to improve efficiencies.Fire Department 2022‐2027
S2.15.2
S2.15.3
Upgrade fire stations so that all remain fully functional following earthquakes.
Periodically update the Fire Department Standards of Cover document.
Fire Department
Fire Department
Continuous Task significant
significant
Ongoing
ongoing
Fire Station 4 project is going through plan check
Dept. is updating its strategic plan and proposing service delivery changes. Once known,
the process can be completed.2022‐2027
Provide public education on fire safety, including wildland and structural fire prevention, evacuation
routes and guidelines for clearance of landscaping and other hazards around structures.
Current programs: Annual WUI informational community meeting, annual Fire Prevention
Week Open House, Community Hands only CPR classesS2.16.1 Fire Department Continuous Task Standard ongoing
Goal S‐3: An environment free of the damaging effects of human‐caused threats and hazardous materials.
Continue City permitting procedures for commercial and industrial storage, use, and handling of
hazardous materials and regulate the commercial use of hazardous materials that may present a risk of
off‐site health or safety effects.
Added additional Hazmat program staffing including 2 Hazmat Inspectors, 1 Assistant Fire
Marshal, 1 Administrative Asst. IIIS3.1.1 Fire Department Continuous Task
By 2022
Significant ongoing
Minimize the risks of biohazards in Palo Alto, including Level 4 biohazards, by continuing to review and
update, as necessary, local regulations regarding use, handling and disposal.
Added additional Hazmat program staffing including 2 Hazmat Inspectors, 1 Assistant Fire
Marshal, 1 Administrative Asst. IIIS3.1.2
S3.1.3
S3.1.4
Fire Department
Planning and
Development Services By 2022
and Department of
Significant
Standard
Significant
ongoing
Ongoing
pending
Strengthen development review requirements and construction standards for projects on sites with
groundwater contamination.This is an ongoing effort.
Establish protocols to monitor the movement of hazardous materials on Palo Alto roadways and respond
effectively to spills via established truck and construction routes.Fire Department
Fire Department
2022‐2027 With addition of staffing, work on this goal can start in January.
Work with non‐profit organizations to provide information to the public regarding pesticides and other
commonly used hazardous materials, environmentally preferable alternatives, and safe recycling and
disposal practices to all user groups.
S3.1.5 Continuous Task Standard pending With addition of staffing, work on this goal can start in January.
Continue providing regular household hazardous waste collection events at the Palo Alto Regional Water Department of Public The City provides input when requested. There are no substantial actions to report
currently.S3.1.6
S3.1.7
Continuous Task
Continuous Task
Standard
Standard
Ongoing
Ongoing
Quality Control Plant and strive to make these programs more convenient and accessible to residents.Works
Department of Public
WorksContinue to allow small quantity generators to dispose of hazardous waste at cost.Program continues to be available to small businesses.
Page 29 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 36 Packet Pg. 56 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Continue to educate residents on the proper disposal of pharmaceutical and household hazardous waste.
Encourage proper disposal of medications through pharmacies or drug take‐back programs rather than
flushing.
Department of Public
Works
Advertising pharmaceutical disposal options and providing locations to residents is a
continuous effort.S3.1.8 Continuous Task
Continuous Task
Continuous Task
Standard
Significant
Standard
Ongoing
Pending
Ongoing
No accidents or spills occurred during this reporting period. OES has not established a
process to track this action in a meaningful way as yet. We anticipate having more
coordination with freight carriers in the coming year.
Work with the freight industry to monitor the contents of freight trains intersecting Palo Alto for
potentially hazardous materials, and to establish accountability for accidents and spills.
Office of Emergency
ServicesS3.6.1
S3.6.2
No change from previous year reporting. This is an ongoing task. Project Safety Net, now a
501(c)(3) and its partners continue to collaborate and educate the community. The City
remains committed to participating and supporting Project Safety Net and youth mental
health.
Work with Caltrain and the PAUSD, to educate students and the public on the dangers of rail trespass and Community Services
the benefits of suicide support services available in Palo Alto. Department
Encourage residential and commercial food waste reduction through incentives, educational outreach and Department of Public This work continues and is increasing as it is a key activity, to approach Zero Waste. Will
expand ordinance requirements to improve diversion of organic waste.S3.8.1
S3.8.2
Continuous Task
Continuous Task
Standard
Standard
Ongoing
Ongoing
programs.Works
Department of Public
Works
Will continue to review rates to ensure that this program charges the correct amount for
the service.To the extent allowed by law, use refuse rate structures that incentivize waste reduction.
Continue to work with CalRecycle and the Department of Toxic Substances Control to develop and
promote long‐term solid waste management, such as environmentally responsible recycling programs,
composting of food waste and other organics, and citywide electronics and digital hardware recycling
efforts.
Department of Public
WorksS3.8.3 Continuous Task Standard Ongoing This work continues and new campaigns are cycled through.
Department of Public
WorksS3.9.1
S3.9.2
Periodically review and update the adopted Construction and Debris program.Continuous Task
Continuous Task
Standard
Standard
Ongoing
Ongoing
Monitoring the new requirement in this area that was adopted in July 2020.
This is an ongoing task.
Educate Palo Alto residents and developers about available incentives to use environmentally friendly
deconstruction activities to minimize our carbon footprint, and to save natural resources, as well as space
in our landfills.
Department of Public
Works
Support efforts to enforce extended producer responsibility for solid waste to reduce waste produced
from manufacturing, shipping, packaging and the entire life‐cycle of the product.S3.10.1
S3.12.1
Office of Sustainability Continuous Task Standard Ongoing
Ongoing
This is an ongoing task.
This is an ongoing task.Complete an inventory of the City’s digital infrastructure to locate vulnerabilities and gaps in system
redundancies and develop recommendations for improved cybersecurity.City of Palo Alto Utilities 2022‐2027 Significant
Staff is deploying a pilot to determine how to align the electric grid modernization with
fiber‐to‐the‐premises to minimize and streamline engineering design work, pole
replacements, noise disruption, and construction activity in the neighborhoods. The pilot
is scheduled to be completed by June 2025.
Establish criteria for the installation of high security telecommunications technology in new local
government projects.S3.12.2
S3.12.3
City of Palo Alto Utilities 2022‐2027 Substantial
Significant
Partially Complete
Partially Complete
OES is moving forward to establish a Amateur Radio Emergency Data Network (AREDN) to
provide a limited wi‐fi mesh across the City that ESV members can utilize in a widespread
emergency. This is a multiphased project. Phase 1 ‐ establishing a network backbone to
cover Palo Alto is complete. Phase 2 ‐ create 4 mesh nodes to provide an limited mesh is
underway. Phase 3 ‐ expand the mesh to additional carrier sites will be initiated in CY25.
This project is moving forward while a more comprehensive and dedicated public safety
wife network is considered.
City of Palo Alto Utilities
and Office of Emergency By 2022
Services
Establish a wi‐fi network that will be available to public safety responders and Emergency Service
Volunteers in the event of power interruption during an emergency or disaster.
Transportation Element
Goal T‐1: Create a sustainable transportation system, complemented by a mix of land uses, that emphasizes walking, bicycling, use of public transportation, and other methods to reduce greenhouse gas emissions and the use of single occupancy motor vehicles.
Page 30 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 37 Packet Pg. 57 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Create a long‐term education program to change the travel habits of residents, visitors, shoppers, and
workers by informing them about transportation alternatives, incentives, and impacts. Work with the
PAUSD and with other public and private interests, such as the Chamber of Commerce and Commuter
Wallet partners, to develop and implement this program.
OOT staff is hired and focusing on grant‐funded bicycle safety work and micro mobility
program.T1.2.1 Office of Transportation Continuous Task
Office of Transportation Continuous Task
Standard
Standard
Partially Complete
This is an ongoing effort by city staff and council members appointed to various boards and
commissions. City staff successfully requested that Measure B funding for innovative
transit be allowed to fund continuing programs and not just the launch of these programs.
Advocate for improved connectivity to transit to serve workers who live in the South Bay and work in Palo
Alto.T1.2.2 Ongoing
Formalize TDM requirements by ordinance and require new developments above a certain size threshold
to prepare and implement a TDM plan to meet specific performance standards. Require regular
monitoring/reporting and provide for enforcement with meaningful penalties for non‐compliance. The
ordinance should also:
‐Establish a list of effective TDM measures that include transit promotion, prepaid transit passes,
commuter checks, car sharing, carpooling, parking cash‐out, bicycle lockers and showers, shuttles to
Caltrain, requiring TMA membership and education and outreach to support the use of these modes.
‐Allow property owners to achieve reductions by contributing to citywide or employment district shuttles
or other proven transportation programs that are not directly under the property owner’s control.
‐Provide a system for incorporating alternative measures as new ideas for TDM are developed.
‐Establish a mechanism to monitor the success of TDM measures and track the cumulative reduction of
peak hour motor vehicle trips. TDM measures
should at a minimum achieve the following: reduction in peak hour motor vehicle trips, with a focus on
single‐occupant vehicle trips. Reductions should be based on the rates included in the Institute of
Transportation Engineers’ Trip Generation Manual for the appropriate land use category and size:
45 percent reduction in the Downtown district
Newly recruited OOT staff is focusing on grant‐funded bicycle safety work and micro
mobility program.T1.2.3 Office of Transportation By 2022 Significant Partially Complete
35 percent reduction in the California Avenue area
30 percent reduction in the Stanford Research Park
30 percent reduction in the El Camino Real Corridor
20 percent reduction in other areas of the city
‐Require new development projects to pay a Transportation Impact Fee for all those peak‐hour motor
vehicle trips that cannot be reduced via TDM measures. Fees collected would be used for capital
improvements aimed at reducing vehicle trips and traffic congestion.
‐Ensure a stable, sustained funding source to support implementation of TDM measures.
Evaluate the performance of pilot programs implemented by the Palo Alto Transportation Management
Association and pursue expansion from Downtown to California Avenue and other areas of the city when Office of Transportation Continuous Task
appropriate.
The City Council receives Palo Alto Transportation Management Association Annual
Reports. For FY25, Council allocated $200K to the TMA for outreach citywide.T1.2.4
T1.2.5
Standard
Standard
Ongoing
Planning and
Site City facilities near high‐capacity transit and revise existing regulations, policies, and programs to
encourage telecommuting, satellite office concepts, and work‐at‐home options.
Development Services,
Office of Transportation
& Human Resources
No staff comments were received related to this program but staff did provide updated
level of effort rating and completion status info.Continuous Task Partially Complete
No change, where appropriate, Planning and Development Services includes
Transportation Management Association (TMA) membership in development conditions.
The TMA conducts ongoing outreach to employers, and the TMA's mode shift survey now
doubles as an outreach tool.
T1.2.6
T1.3.1
Pursue full participation of Palo Alto employers in the TMA.Office of Transportation Continuous Task Significant
Significant
Ongoing
Ongoing
This program is ongoing in conjunction with City of Palo Alto Utilities and Office of
Transportation. Staff are currently developing an E‐mobility Strategic Plan that include
electric vehicles.
Develop an electric vehicle promotion program that identifies policy and technical issues, barriers and
opportunities to the expansion of electric vehicles.Office of Sustainability 2022‐2027
Page 31 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 38 Packet Pg. 58 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Use low‐emission vehicles for the Palo Alto Free Shuttle and work with transit providers, including
SamTrans and VTA, to encourage the adoption of electric, fuel cell or other zero emission vehicles. Also
work with private bus and shuttle providers, delivery companies, and ride services.
The on‐demand transit service vendor is currently operating electric and hybrid vehicles in
Palo Alto.T1.3.2 Office of Transportation 2022‐2027 Substantial Partially complete
Planning and
Development ServicesT1.4.1
T1.4.2
Update the Zoning Code to ensure compatibility with the electric vehicle infrastructure requirements.Continuous Task N/A Complete
Ongoing
Periodically review requirements for electric and plug‐ in vehicle infrastructure in new construction.
Consider and periodically review requirements for electric and plug‐in infrastructure for remodels.
Consider costs to the City, including identifying payment options.
Office of Sustainability
and City of Palo Alto
Utilities Department
This program is ongoing in conjunction with City of Palo Alto Utilities and Planning &
Development.Continuous Task Standard
Collaborate with transit providers, including Caltrain, bus operators and rideshare companies, to develop
first/last mile connection strategies that boost the use of transit and shuttle service for local errands and Office of Transportation By 2022
commuting.
The on‐demand transit service vendor is currently operating electric and hybrid vehicles in
Palo Alto. While staff have received grant funding to convert the remaining hybrid vehicles
to electric, long‐term funding of this service has not been identified.
T1.6.1
T1.6.2
Standard
Standard
Partially complete
OngoingContinue to work with Caltrain, Amtrak, and public bus operators to expand bicycle storage on public
transit vehicles and at transit hubs during both peak and off‐peak hours.Office of Transportation Continuous Task No updates to report at this time.
VTA is leading a project and coordinating with other transit partners in developing a
master plan for the Transit Master Plan. The plan is in preliminary stage to develop the
scope of work. In addition, Stanford is working on a ballot measure for securing land titles
to construct direct access between El Camino Real and Bus Terminal. The Quarry Road
Extension project was passed by the voters. See
Collaborate with Stanford University, VTA, Caltrain and other agencies to pursue improvements to the
Palo Alto Transit Center area aimed at enhancing pedestrian experience and improving circulation and
access for all modes, including direct access to El Camino Real for transit vehicles.
T1.11.1
T1.11.2
Office of Transportation Continuous Task Substantial
Substantial
Ongoing
Pending
https://www.cityofpaloalto.org/Departments/Transportation/Transportation‐
Projects/Quarry‐Road‐Transit‐Connection‐at‐El‐Camino‐Park
In collaboration with Caltrain and Stanford Research Park, pursue expansion of service to the California
Avenue Caltrain Station and creation of an enhanced transit center at the Station, including connections
to VTA bus service, the Palo Alto Free Shuttle, the Marguerite, and other private shuttles serving the
Research Park.
No updates to report at this time. In the long term, a California Ave Transit Center plan is
needed to address this program.Office of Transportation 2022‐2027
VTA's 2025 Transit Service Plan provides roughly the same frequency and coverage as
2024, with some adjustments for less productive routes.T1.12.1
T1.12.2
Strongly recommend that VTA maintain existing service and coverage levels in Palo Alto.Office of Transportation Continuous Task
Office of Transportation By 2022
Standard Ongoing
OngoingWork with VTA to expand VTA express bus service routes to serve the Stanford Research Park, California
Avenue, Stanford University, and Downtown.Significant No change to report.
Caltrans will initiate a Comprehensive Multimodal Corridor Plan for El Camino Real in the
coming months, and will include VTA and local jurisdictions. This plan will include transit,
biking, walking, and vehicle considerations. Transit signal priority, bus boarding islands, and
queue jump lanes are likely strategies to be included.
Work with VTA to study the feasibility of, and if warranted provide, traffic signal prioritization for buses at
Palo Alto intersections, focusing first on regional transit routes. Also, advocate for bus service
improvements on El Camino Real such as queue jump lanes and curbside platforms.
T1.12.3
T1.13.1
Office of Transportation By 2022 Significant
Standard
Ongoing
Ongoing
The pilot on‐demand transit service vendor is currently operating electric and hybrid
vehicles in Palo Alto and offers fare incentives. While staff have won grant funds to convert
the fleet to all‐electric vehicles, long‐term funding of this service has not been identified.
The Transportation Management Association (TMA) continues to subsidize ridesharing and
transit for downtown service workers.
Investigate a pilot program to subsidize a taxi, rideshare, or transit program for Palo Altans to get to/from
downtown, including offering education and incentives to encourage users.Office of Transportation 2022‐2027
Page 32 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 39 Packet Pg. 59 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Evaluate the shuttle system in collaboration with community members, people with special needs, and
PAUSD to:
‐Evaluate current routes and ridership;
‐Identify potential service improvements, including new or modified routes; expanded schedules that
accommodate daytime, evening, and weekend demand; facilitating transit connections, and
improvements to the safety and appearance of shuttle stops;
‐Explore partnerships with other services that could complement and supplement the Palo Alto Shuttle;
‐Develop clear and engaging materials to explain and promote shuttle use with the purpose of reducing
barriers to use; and
The on‐demand transit service vendor is currently operating electric and hybrid vehicles in
Palo Alto. This pilot project provides transit service to most of Palo Alto on weekdays from
7am to 7pm. While staff won grant funding to convert to an all‐electric fleet, long‐term
funding of this service has not been identified.
T1.14.1 Office of Transportation Continuous Task Substantial Ongoing
‐Establish a schedule for regular evaluation and reporting to optimize shuttle system use and
effectiveness.
Continue regular surveys of bicycle use across the city, by collecting bicycle counts on important and
potential bicycle corridors.
Ongoing as part of City of Palo Alto's Bicycle + Pedestrian Transportation Plan (BPTP)
implementation.T1.16.1
T1.16.2
Office of Transportation Continuous Task Significant
Significant
Ongoing
No change from last year's reporting. Staff continues to send a digital welcome message to
new residents and finalized a new welcome message that is both digital and in print
formats. The City's website, provides a comprehensive look at resident related
information. The website includes a digital welcome packet and new resident resources
are now available both at www.cityofpaloalto.org/residents and a new "My
Neighborhood" map that highlights services available near a resident's home at
www.cityofpaloalto.org/residents/my‐neighborhood
Consider marketing strategies such as a recurring Palo Alto Open Streets program of events, potentially in
coordination with local business groups, which would include street closures and programming.City Manager’s Office 2022‐2027 Partially complete
Encourage private schools to develop Walk and Roll Maps as part of Transportation Demand Management
strategies to reduce vehicle trips.
This is an ongoing effort. Gideon Hausner Jewish Day School developed their own map in
2014.T1.16.3
T1.16.4
Office of Transportation Continuous Task Standard
Standard
Ongoing
Ongoing
Participate in local and regional encouragement events such as Palo Alto Walks and Rolls, Bike to Work
Day, and Bike Palo Alto! that encourages a culture of bicycling and walking as alternatives to single
occupant vehicle trips.
Office of Transportation 2022‐2027 Coordination with City staff and various event sponsors is ongoing.
City‐wide street surveys are completed biennially and include pavement inspections of
bike lanes and bike boulevards. Installation of video detection equipment is included with
street maintenance projects when
Adjust the street evaluation criteria of the City's Pavement Management Program to ensure that areas of
the road used by bicyclists are maintained at the same standards as, or at standards higher than, areas
used by motor vehicles. Include bicycle and e‐bike detection in intersection upgrades.
Department of Public
WorksT1.19.1
T1.19.2
2022‐2027 Standard Ongoing
Ongoing
appropriate.
Prioritize investments for enhanced pedestrian access and bicycle use within Palo Alto and to/from
surrounding communities, including by incorporating improvements from related City plans, for example Department of Public
the 2012 Bicycle + Pedestrian Transportation Plan and the Parks, Trails & Open Space Master Plan, as
amended, into the Capital Improvements Program.
Continuous Task
After 2027
Substantial This program is ongoing. There are no substantial actions to report at this time.Works
Increase the number of east‐west pedestrian and bicycle crossings across Alma Street and the Caltrain
corridor, particularly south of Oregon Expressway.
Department of Public
Works
The project to determine the location of two bike/pedestrian crossings of the rail corridor
south of Oregon Expressway began in September 2024.T1.19.3
T1.19.4
Substantial
Standard
Partially Complete
Partially CompleteEncourage the use of bike sharing, and the provision of required infrastructure throughout Palo Alto,
especially at transit stations and stops, job centers, community centers, and other destinations.
Newly recruited OOT staff is focusing on grant‐funded bicycle safety work and micro
mobility (bikeshare/e‐scooter) program.Office of Transportation Continuous Task
Page 33 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 40 Packet Pg. 60 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Improve amenities such as seating, lighting, bicycle parking, street trees, public art, and interpretive
stations along bicycle and pedestrian paths and in City parks to encourage walking and cycling and
enhance the feeling of safety.
Office of Transportation
and Department of
Public Works
T1.19.5 Continuous Task Substantial
Significant
Ongoing
Ongoing
There are no substantial actions to report at this time. Ongoing as opportunities arise.
This program is ongoing. There are no updates to report at this time.Collect, analyze and report transportation data through surveys and other methods on a regular basis.
Track progress on build‐out of the 2012 Bicycle + Pedestrian Transportation Plan network.T1.22.1
T1.25.1
Office of Transportation Continuous Task
Office of Transportation Continuous Task
As part of the effort to reduce traffic congestion, regularly evaluate the City’s current Transportation
Impact Fee and modify as needed to implement transportation infrastructure improvements.
Modifications to the impact fee program should be structured in keeping with the City’s desire to require
new development to reduce peak hour motor vehicle contributions to the provision of transit services,
shuttles, carpool/ rideshare incentives, and similar programs.
Standard Ongoing
Ongoing
No updates to report at this time.
Executed a funding agreement with FRA for $6.0 Million funding for Preliminary
Engineering and Environmental Phase for Churchill Avenue, Meadow Drive, & Charleston
Road Grade Separations. In addition City was awarded a $23.79 Million for final design for
the same crossings.
In collaboration with regional agencies and neighboring jurisdictions, identify and pursue funding for rail
corridor improvements and grade separation.T1.26.1 Office of Transportation By 2022 Significant
Goal T‐2: Decrease delay, congestion, and vehicle miles travelled with a priority on our worst intersections and our peak commute times, including school traffic.
T2.1.1 Implement computerized traffic management systems to improve traffic flow when feasible.Office of Transportation Continuous Task Substantial
Significant
Ongoing
Ongoing
Intend to be partial to mostly complete by end of 2024.
Implement a program to monitor, coordinate, and optimize traffic signal timing a minimum of every two
years along arterial and residential arterial streets.
Numerous projects in process. On‐going monitoring is limited and subject to staffing
availabilityT2.1.2 Office of Transportation Continuous Task
Work in partnership with the Palo Alto TMA and Stanford University to aggregate data and realize
measurable reductions in single‐occupant vehicle commuting to and from Downtown and in the Stanford Office of Transportation Continuous Task
Research Park.
This program is ongoing. For FY25, Council allocated to the TMA $200K for citywide
outreach.T2.2.1
T2.3.1
Significant
Significant
Ongoing
Pending
When adopting new CEQA significance thresholds for VMT for compliance with SB 743 (2013), adopt
standards for vehicular LOS analysis for use in evaluating the consistency of a proposed project with the
Comprehensive Plan, and also explore desired standards for MMLOS, which includes motor vehicle LOS, at
signalized intersections.
Office of Transportation By 2022
Office of Transportation By 2022
No updates to report at this time.
Methodologies for Multimodal Level of Service (MMLOS) are neither standardized nor
widely used. Level of stress analysis of the bicycle and pedestrian network is anticipated in
the current update of the Bicycle and Pedestrian Transportation Plan. This analysis will
inform development review by staff.
Revise protocols for reviewing office, commercial, and multi‐family residential development proposals to
evaluate multimodal level of service and identify gaps in the low stress bicycle and pedestrian network.T2.4.1 Standard Pending
Ongoing
Goal T‐3: Maintain an efficient roadway network for all users.
Continue to use best practices in roadway design that are consistent with complete streets principles and
the Urban Forest Master Plan, focusing on bicycle and pedestrian safety and multi‐modal uses. Consider
opportunities to incorporate best practices from the National Association of City Transportation Officials
guidelines for urban streets and bikeways, tailored to the Palo Alto context.
Office of Transportation
& Department of Public By 2022
Works
T3.5.1 Significant No updates to report at this time.
Department of Public
T3.5.2 Establish procedures for considering the effects of street design on emergency vehicle response time.Works & Palo Alto
Police Department &
Continuous Task Standard Ongoing
Ongoing
No changes.
Support increased public transit, traffic management and parking solutions to ensure safe, convenient
access to and from the Stanford Shopping Center/ Medical Center area.T3.10.1 Office of Transportation Continuous Task Substantial The Quarry Road Extension project was approved by the voters.
Page 34 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 41 Packet Pg. 61 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Provide safe, convenient pedestrian, bicycle, and transit connections between the Stanford Shopping
Center/Medical Center areas and housing along the Sand Hill Road/Quarry Road corridors to Palo Alto
Transit Center, Downtown Palo Alto, and other primary destinations.
T3.10.3 Office of Transportation Continuous Task Substantial
Significant
Partially Complete
Partially Complete
The Quarry Road Extension project was approved by the voters.
Pursue extension of Quarry Road for transit, pedestrians and bicyclists to access the Palo Alto Transit
Center from El Camino Real. Also study the feasibility of another pedestrian and bicycle underpass of
Caltrain at Everett Street.T3.10.4 Office of Transportation 2022‐2027 The Quarry Road Extension project was approved by the voters.
Staff completed the additional studies, including updates to the plans, profiles, sections,
and renderings for the Rail Committee and the City Council Review. The Rail Committee
reviewed and recommended the City Council for elimination of Trench Alternatives at
Meadow and Charleston Road crossings. The City Council reviewed and directed staff to
initiate Preliminary Engineering and Environmental Phase with Partial Underpass
Alternative and bike/ped undercrossing at Seale Ave as preferred alternative and Closure
as backup alternative. For Meadow and Charleston, city council directed to move forward
the underpass and hybrid options to review in early phase of PE & Environmental.
Undertake studies and outreach necessary to advance grade separation of Caltrain to become a “shovel
ready” project and strongly advocate for adequate State, regional, and federal funding for design and
construction of railroad grade separations.
T3.15.1 Office of Transportation By 2022 Substantial ongoing
Staff presented to the Rail committee on the alternative location of crossings for Churchill
Underpass option. Rail Committee after review of the crossings recommended Council to
select Seale Avenue crossing. The Council at the June 10th meeting selected and directed
staff to pursue the Seale Avenue Crossing for Churchill Partial Underpass alternative.
T3.15.2
T3.17.1
T3.17.2
Conduct a study to evaluate the implications of grade separation on bicycle and pedestrian circulation.Office of Transportation By 2022
Office of Transportation By 2022
Significant
Significant
Standard
Ongoing
Ongoing
Ongoing
The conceptual plans for the improvements required for implementing quiet zone at this
location were completed. Staff is working on completing the final plans and seek permits
to construct necessary improvements.
Complete a Palo Alto Avenue crossing study to identify potential near‐term safety and accessibility
improvements.
Staff worked with Caltrain to develop the project plans for enhanced fencing to replace
existing 7 feet fencing with 9 feet fencing with winglet between Churchill Avenue and Palo
Alto Station. Caltrain has completed the project design and currently working on the
procurement of the contractor services to construct these improvements.
Work with Caltrain to ensure that the rail tracks are safe and secure with adequate fencing and barriers. Office of Transportation By 2022
Goal T‐4: Protect local streets that contribute to neighborhood character and provide a range of local transportation options.
Periodically evaluate residential areas for traffic impacts and use the results of that evaluation to prioritize
traffic calming measures.T4.2.1 Office of Transportation Continuous Task Standard Ongoing
Ongoing
Staff evaluates traffic calming requests on first come first serve bases.
Use landscaping and other improvements to establish clear “gateways” at the points where the Oregon Department of Public
Expressway, University Avenue and Embarcadero Road transition from freeways to neighborhoods. WorksT4.4.1 After 2027 Substantial This is an ongoing effort. There are no substantial actions to report at this time.
Goal T‐5: Encourage attractive, convenient, efficient and innovative parking solutions for all users.
We received the 23‐24 Annual Mode Share Report on time, results get incorporated into a
Annual Report for Council. SUMC did not meet 2024 goals, but fees only apply if they also
do not meet 2025 goals.
T3.10.2 Implement and monitor Development Agreement traffic mitigations at Stanford Medical Center.Office of Transportation Continuous Task Standard
Standard
Ongoing
Ongoing
Planning andEvaluate the need to update parking standards in the municipal code, based on local conditions, different
users’ needs and baseline parking need. Allow the use of parking lifts for Office/R&D and multifamily
housing as appropriate.
Development Services
and Office of
Additional recommendations will be presented along with the development of a
commercial pilot process. Parking lifts are allowed for office, R&D and multifamily projects.T5.1.1 By 2022
Transportation
Page 35 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 42 Packet Pg. 62 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Consider reducing parking requirements for retail and restaurant uses as a way to encourage new
businesses and the use of alternative modes.
Planning and
Development Services
Council Ad Hoc has requested additional parking study that may inform next steps as part
of retail revitalization efforts.T5.1.2 2022‐2027 Significant
Standard
Partially Complete
Planning and
Development Services
and Office of
Work with stakeholders in each commercial center and employment district to monitor conditions and
determine the appropriate timing for revisions to parking requirements.
Retail revitalization efforts and preliminary Downtown Housing Plan work are advancing
this program.T5.1.3
T5.1.4
2022‐2027 Partially Complete
Transportation
Planning and
Development Services
and Office of
Study the feasibility of unbundled parking for office, commercial, and multi‐family residential
developments (including senior housing developments) that are well‐ served by transit and demonstrated
walking and biking connections.
Preliminary Downtown Housing Plan and Housing Incentive Program work may advance
this program.By 2022
By 2022
Standard Partially Complete
Transportation
The Housing Incentive Program and Affordable Housing Incentive Program updates are
underway and a recommendation to City Council from the Planning and Transportation
Commission on code amendments are anticipated before the end of 2024. The efforts
include consideration of appropriate parking standards.
Consider reducing parking requirements for multi‐ family uses as a way to encourage new multi‐family
housing and the use of alternative modes, where reduction in parking would not impact the
neighborhood.
Planning and
Development ServicesT5.1.5
T5.2.1
Standard Partially Complete
Partially Complete Staff and a consultant will present in December 2024 options for improved permit and fee
payment options.Use technology to help identify parking availability and make it easy to pay any parking fees.Office of Transportation By 2022 Substantial
Study and implement pricing strategies for public parking in commercial districts, taking into consideration
both employee parking demand and the needs of retailers and customers. Use pricing to encourage short
term parking on street, long term parking in parking garages, and the use of alternative modes of
transportation
Staff will present in December 2024 options for a pilot curb management pricing strategies
in select Downtown parking facilities, on‐street and in select city‐owned parking lots.T5.2.2
T5.2.3
Office of Transportation Continuous Task Significant
Substantial
Partially Complete
Partially Complete
Implement Council‐adopted recommendations from the parking management study for the Downtown
area, which address the feasibility of removing color‐ coded parking zones, and dynamic pricing and
management policies to prioritize short‐term parking spaces closest to the commercial core for
customers, garage parking for employees, and neighborhood parking for residents.
Staff will present in December 2024 next steps for potential curb management strategies
in select Downtown parking facilities, on‐street and in select city‐owned parking lots.Office of Transportation By 2022
Explore incentives to encourage privately initiated shared parking among individual property owners
when developments have excess parking that can be available for other businesses to use.T5.4.1
T5.8.1
Office of Transportation By 2022
Department of Public
Standard Pending
Ongoing
Work has not commenced.
Study the feasibility of retrofitting City‐owned surface parking lots to implement best management
practices for stormwater management and urban heat island mitigation, including green infrastructure,
permeable pavement and reflective surfaces.
By 2022 Significant This is an ongoing program. There are no substantial actions to report at this time.Works
Identify incentives to encourage the retrofit of privately owned surface parking areas to incorporate best
management practices for stormwater management and urban heat island mitigation as well as
incentives for the provision of publicly accessible pavement and reflective surfaces.
Department of Public
WorksT5.8.2 By 2022 Standard Ongoing This is an ongoing program, no updates to report at this time.
Update City requirements regarding trees and other landscaping that capture and filter stormwater within Department of PublicT5.8.3 Continuous Task Standard Ongoing
Ongoing
This is an ongoing program. There are no substantial actions to report at this time.
This is an ongoing program. There are no substantial actions to report at this time.
surface parking lots to take advantage of new technology.Works
Coordinate with neighborhood groups and local businesses and other stakeholders to evaluate the need
for a residential parking permit program in areas without existing programs.T5.11.1 Office of Transportation By 2022 Significant
Work with employers, merchants, schools, and community service providers, to identify ways to provide
more bicycle parking, including e‐bike parking with charging stations, near existing shops, services and
places of employment.
This is an ongoing program via 311 requests for parking in the public Right‐of‐Ways and
through coordination with the Safe Routes to School program.T5.12.1 Office of Transportation Continuous Task Standard Ongoing
Page 36 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 43 Packet Pg. 63 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
Install secure electronic bike lockers such as the BikeLink system, at high theft locations, including transit
stations and parking garages.T5.12.2 Office of Transportation 2022‐2027
Office of Transportation 2022‐2027
Significant
Significant
Pending
Ongoing
Work has not commenced.
T5.12.3 Assess the need to provide additional bicycle parking in City‐owned parking lots and rights‐of‐way.This is an ongoing program via 311 requests for parking in the public Right‐of‐Ways.
Goal T‐6: Provide a safe environment for motorists, pedestrians, and bicyclists on Palo Alto streets.
Bicycle network planning has commenced with the current update of the Bicycle and
Pedestrian Transportation Plan. In addition, a roadway safety plan funded by a federal
grant and currently under development, will identify systemic transportation network
changes to improve safety for all road users.
Follow the principles of the safe routes to schools program to implement traffic safety measures that
focus on Safe Routes to work, shopping, downtown, community services, parks, and schools, including all Office of Transportation Continuous Task
designated school commute corridors.
T6.1.1
T6.1.2
Significant
Significant
Ongoing
Ongoing
Develop, distribute and aggressively promote maps and apps showing safe routes to work, shopping,
community services, parks and schools within Palo Alto in collaboration with stakeholders, including
PAUSD, major employers, TMAs, local businesses and community organizations.
This is an ongoing program. A Palo Alto bike route map is posted on the City website.
School Walk and Roll Maps and the Walk and Roll to Libraries Map are posted online,
updated as needed, and distributed at libraries, schools, and community events.
Office of Transportation Continuous Task
T6.1.3
T6.1.4
Address pedestrian safety along Alma Street between Embarcadero Road and Lytton Street.Office of Transportation By 2022 Significant
Standard
Pending
Ongoing
Work has not commenced.
Address pedestrian safety on shared‐use paths through the use of signs, pavement markings, and
outreach to users, encouraging them to be safe and courteous.Office of Transportation Continuous Task This is an ongoing program, no updates to report at this time.
Regularly collect severity and location data on roadway collisions for all modes of travel, including
fatalities and severe injuries, and use this data to make roadway design decisions. In collaboration with
Santa Clara County, develop an up‐to‐date, public database for this information.
T6.2.1
T6.4.1
Office of Transportation Continuous Task Standard
Standard
Ongoing
Ongoing
This is an ongoing program via the County's collision database.
This is an ongoing program, no updates to report at this time.
Consider the Adopted School Commute Corridors Network and adopted “Walk and Roll” maps when
reviewing development applications and making land use and transportation planning decisions.
Incorporate these requirements into City code when feasible.
Office of Transportation Continuous Task
Office of Transportation Continuous TaskEstablish standards and procedures for maintaining safe bicycling routes, including signage for warnings
and detours during construction projects.T6.4.2
T6.4.3
Standard Ongoing
Ongoing
The Traffic Control Plan Guidelines were updated in 2016 and are regularly reviewed.
Two intersections added to the contract this year per Council direction.In collaboration with PAUSD, provide adult crossing guards at school crossings that meet established
warrants.Police Department Continuous Task Significant
Periodically evaluate safety on roadways and at intersections and enhance conditions through the use of
signal technology and physical changes. Consider the construction of traffic circles for improved
intersection safety.
The Safe Streets for All Safety Action Plan currently under development will provide
strategies for eliminating traffic‐related deaths and serious injuries by a target date to be
chosen by Council.
T6.6.1
T6.6.2
Office of Transportation Continuous Task
Office of Transportation Continuous Task
Substantial
Significant
Ongoing
Ongoing
Continue to provide educational programs for children and adults, in partnership with community‐based
educational organizations, to promote the safe walking and safe use of bicycles, including the City‐
sponsored bicycle education programs in the public schools and the bicycle traffic school program for
juveniles.
This is an ongoing program, no updates to report at this time.
This is an ongoing program, no updates to report at this time.
Work with PAUSD and employers to promote roadway safety for all users, including motorized
alternatives to cars and bikes such as mopeds and e‐bikes, through educational programs for children and Office of Transportation Continuous Task
adults.
T6.6.3
T6.6.4
Significant
Significant
Ongoing
The City began the development of a new federally funded Safe Streets for All (SS4A)
Safety Action Plan in August of 2023 to identify systemic transportation network changes
to improve safety for all road users.
Complete a mobility and safety study for downtown Palo Alto, looking at ways to improve circulation and
safety for all modes.Office of Transportation 2022‐2027 Partially Complete
Page 37 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 44 Packet Pg. 64 of 246
Target
Completion Date
at Comp Plan
Adoption
2024 Completion
Status
(as of December
31, 2024)
2024 Level of
Effort to
Complete
Program
Number Program Text Lead Department Staff Comments 2024
T6.6.5 Identify and construct safety improvements for pedestrian underpasses, including on Embarcadero Road. Office of Transportation After 2027 Substantial
Substantial
Pending Work has not commenced.
The City began the development of a new federally funded Safe Streets for All (SS4A)
Safety Action Plan in August of 2023 to identify systemic transportation network changes
to improve safety for all road users. it includes a toolbox of roadway safety strategies.
Improve pedestrian crossings by creating protected areas and better pedestrian and traffic visibility. Use aT6.6.6 Office of Transportation Continuous Task Ongoingtoolbox including bulb outs, small curb radii, high visibility crosswalks, and landscaping.
Establish a program to educate residents to keep sidewalks clear of parked cars, especially on narrow local
streets in neighborhoods with rolled curbs. Survey for compliance annually.T6.6.7
T6.7.1
Office of Transportation 2022‐2027 Significant
Standard
Pending
Ongoing
Work has not commenced. A rolled curb parking flyer is available on the City website.
This is an ongoing program, no updates to report at this time.Evaluate the performance of safety improvements and identify methods to encourage alternative
transportation modes.Office of Transportation Continuous Task
Goal T‐7: Provide mobility options that allow people who are transit dependent to reach their destinations.
The on‐demand transit service vendor is currently operating electric and hybrid vehicles in
Palo Alto and offers fare discounts for the disabled, seniors, youth, low‐income, and
wheelchair users. This pilot project provides transit service to most of Palo Alto on
weekdays from 7am to 7pm. While staff have won grant funding to convert to an all‐
electric fleet, long‐term funding of this service has not been identified.
Expand transportation opportunities for transit‐ dependent riders by supporting discounts for taxi fares,
rideshare services, and transit, by coordinating transit systems to be shared by multiple senior housing
developments, and by maintaining a database of volunteer drivers, and other transit options.
T7.1.1 Office of Transportation 2022‐2027 Significant
Substantial
Partially Complete
The on‐demand transit service vendor is currently operating electric and hybrid vehicles in
Palo Alto and offers fare discounts for the disabled, seniors, youth, low‐income, and
wheelchair users. This pilot project provides transit service to most of Palo Alto on
weekdays from 7am to 7pm. While staff have won grant funding to convert to an all‐
electric fleet, long‐term funding of this service has not been identified.
Coordinate with social service agencies and transit agencies to fill gaps in existing transportation routes
and services accessible to transit‐dependent riders no matter their means and design new bus routes that Office of Transportation Continuous Task
enable them to access those services.
T7.1.2
T7.1.3
Ongoing
Pursue expanded evening and night time bus service to enhance mobility for all users during off‐peak
times.
Goal T‐8: Influence the shape and implementation of regional transportation policies and technologies to reduce traffic congestion and greenhouse gas emissions.
This program is unlikely to be pursued with VTA's 2025 New Service Plan as post‐pandemic
transit funding is limited.Office of Transportation Continuous Task Standard
Standard
Pending
OngoingContinue to participate in regional efforts to develop technological solutions that make alternatives to the
automobile more convenient.T8.1.1
T8.3.1
Office of Transportation Continuous Task
Office of Transportation By 2022
The Dumbarton Forward Project is in construction by AC Transit.
Advocate for provision of a new southbound entrance ramp to Highway 101 from San Antonio Road, in
conjunction with the closure of the southbound Charleston Road on‐ramp at the Rengstorff Avenue
interchange in Mountain View.
With grant funding, VTA is leading work effort to identify and analyze project alternatives.
Public engagement is forthcoming.Standard
Standard
Ongoing
PendingWork with regional transportation providers to improve connections between Palo Alto and the San
Francisco International Airport and Norman Y. Mineta San Jose International Airport.T8.7.1
T8.8.1
Office of Transportation Continuous Task
Office of Transportation Continuous Task
No Updates to Report
Identify and improve bicycle connections to/from neighboring communities in Santa Clara and San Mateo
counties to support local trips that cross city boundaries. Also advocate for reducing barriers to bicycling
and walking at freeway interchanges, expressway intersections, and railroad grade crossings.
This will be addressed in the ongoing Bicycle and Pedestrian Transportation Plan Update
that is expected to conclude in 2025.Substantial Ongoing
Source: City of Palo Alto, Planning and Development Services, January 2025
Page 38 of 38
Item 3
Attachment A - Comp Plan
Implementation Program Status,
2024
Item 3: Staff Report Pg. 45 Packet Pg. 65 of 246
2023‐2031 Housing Element Program Implementation, 2024
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
Amend the Comprehensive Plan and zoning districts as needed for properties identified to meet theCity’s RHNA obligations. The amendments include changes to allow increased residential densities
shown in Appendix D in developments and relevant development standards to accommodate
increased density, and modifications to allowable uses to permit multi‐family residential uses where itis not currently allowed. Examples of possible changes include adjustments to building height, lot
coverage, floor area ratios, ground floor landscaping requirements, and parking, as discussed in
Chapter 4, Analysis of Land Use Controls. This also includes zoning updates to create the El CaminoReal Focus Area, which would allow up to 4.0 FAR and 85 feet in height in exchange for the provision
of 20 percent inclusionary housing on site. Located between Page Mill Road and Matadero Avenue,
this location has excellent access to services, shopping, California Avenue, jobs, Stanford, and transit.The rezone/upzoning shall include the following provisions of Government Code Section 65583.2(h)
and (i) for specified sites accommodating lower incomes: (1) By‐right development of multi‐family
developments in which 20 percent or more of units are affordable to lower‐income households; (2)Accommodation of at least 16 units per site; (3) Minimum density of 20 units per acre; (4) Because 50
percent of the lower‐income need cannot be accommodated on sites designated for residential useonly, a portion shall be accommodated on sites zoned for mixed uses that allow 100 percentresidential use and require that residential use occupy at least 50 percent of the total floor area of a
mixed‐use project.
The City will amend the Comprehensive Plan orzoning designation of 291 properties located in
commercial, industrial, or residential zoning
districts, which together will generate a realisticyield of 4,063 housing units.
Complete. Ordinance and
Comprehensive Plan update were
adopted by City Council inNovember 2023.Adequate Sites1.1 Program Planning andDevelopment Services General Fund A The rezoning includes the following requirements for these Stanford‐owned properties:Complete by January 31, 2024
Complete by January 31, 2024
Complete by January 31, 2024
Complete by January 31, 2024
Complete by January 31, 2024
i. For the housing opportunity site located at the corner of Pasteur Drive and Sand Hill Road and theadjoining property at 1100 Welch Road, as an alternative to the State Density Bonus law, amend
zoning regulations to allow approximately net new 425 units up to 85 feet in height; redevelopment
of the Welch Road property shall comply with the replacement housing provisions of the HousingA Crisis Act, which will substantially protect tenants from displacement.
The City will amend the Comprehensive Plan orzoning designation of 291 properties located in
commercial, industrial, or residential zoning
districts, which together will generate a realisticyield of 4,063 housing units.
Complete. Ordinance and
Comprehensive Plan update were
adopted by City Council inNovember 2023.Adequate Sites1.1 Program Planning andDevelopment Services General Fund
The City will amend the Comprehensive Plan orzoning designation of 291 properties located incommercial, industrial, or residential zoning
districts, which together will generate a realisticyield of 4,063 housing units.
ii. For the housing opportunity site located at 3128 El Camino Real (McDonald’s), as an alternative to
the State Density Bonus law and as part of the El Camino Real Focus Area, amend zoning regulations
to allow at least 144 housing units with a maximum height of 85 feet; allow a minimum of 315A housing units if combined with an adjacent property, and require 20 percent inclusionary housing.
Complete. Ordinance and
Comprehensive Plan update were
adopted by City Council inNovember 2023.Adequate Sites1.1 Program Planning andDevelopment Services General Fund
The City will amend the Comprehensive Plan orzoning designation of 291 properties located incommercial, industrial, or residential zoning
districts, which together will generate a realisticyield of 4,063 housing units.
iii. For the housing opportunity site located at 3300 El Camino Real, as an alternative to the StateDensity Bonus law and as part of the El Camino Real Focus Area, allow up to 200 housing units, up to
a 4:1 floor area ratio (FAR) with a 20 percent inclusionary housing requirement. Commercial officeA approved or permitted on this property is inclusive of the total floor area allowed for this site.
Complete. Ordinance andComprehensive Plan update were
adopted by City Council inNovember 2023.Adequate Sites1.1 Program Planning andDevelopment Services General Fund
Rezone ROLM and GM zoned properties to allow multi‐family residential housing with a density of 90dwelling units per acre for properties nearest Bayshore Freeway and generally bounded by EastCharleston Road and Loma Verde Avenue. This action will require additional changes to the related
development standards to accommodate higher‐density development. Examples of specific changesB to development standards are discussed in Chapter 4, Analysis of Land Use Controls.
The City will rezone approximately 146 sites in the Complete. Ordinance anddesignated area, including the already identified Comprehensive Plan update were
housing inventory sites, to allow for development adopted by City Council inAdequate Sites1.1 Program Planning andDevelopment Services General Fund at approximately 90 dwelling units per acre.November 2023.Ongoing/Standard Operations.
The City maintains an updated
inventory of housing sites andMaintain an updated inventory of housing sites and actively promote sites available for lower‐ and
moderate‐income housing development to potential developers, private and non‐profit
organizations, and other interested persons. Post information on the City’s website and update asC necessary to maintain accurate information.
Support the development of 1,556 units for very‐ continues to communicate
low income, 896 units for low income, 1,013 units availability of site for lower‐ and
Post information on the City’s website by June 2024 and update annually, or for moderate income, and 2,621 above‐moderate moderate‐income housing toAdequate Sites1.1 Program Planning andDevelopment Services General Fund more often if needed.households during the planning period.potential partners.Ongoing/Standard Operations.Provide technical assistance and information on parcels available for lower‐income developments to
private or non‐profit housing developers. Technical assistance includes land development counseling Develop technical assistance program by December 2024 and set/publish
Support the development of 1,556 units for very‐ City staff regularly provide
low income, 896 units for low‐income households technical assistance toAdequate Sites
1.1 Program
Planning and
Development Services General Fund D by staff planners.regular hours for assistance on the City’s website.during the planning period.developers.
Engage owners of parcels owned by faith‐based institutions to educate them on legislation (SB 4) thatstreamlines the residential development process for religious institutions, and funding opportunities
for this type of development. Because the outreach, engagement, and site design will take time, the
City anticipates that the majority of production will happen during the second half of the planningperiod. To track program implementation, monitor faith‐based community interest and production.
By 2027, halfway through the planning period, if less than 35 percent of the Quantified Objective (i.e.,48 affordable housing units) has been entitled, update the Site Inventory to identify newE opportunities to achieve the Quantified Objective in this program.
Support the development of 135 units on sitesowned by faith based institutions during the
planning period
Adequate Sites
1.1 ProgramSite Inventory
Monitoring
Planning and
Development Services General Fund Initiate discussions in 2025 and then annually.
Update inventory annually every April.
Pending/Not Started.Ongoing/Standard Operations.
The City maintains a regularlyupdated site inventory.
Planning and
Development Services General Fund
Maintain an updated inventory of residential housing developments that have been submitted and
A acted upon.
Management of site inventory through the
Annual Progress Report to HCD.1.2 Program
The City will maintain a sufficient number of
reserve housing inventory sites to remain
compliant with State law. In the event the Cityfalls short of that requirement, it has committed City monitors the status of the
to adding or rezoning additional properties within sites inventory to ensure a
Monitor the development of vacant and nonvacant properties identified in the sites inventory andensure that adequate sites are available to meet the remaining RHNA by income category; amend thesites inventory list and rezone additional properties as needed. In the event that sites in zones that
allow 100% nonresidential sites that are identified for lower‐income RHNA develop with non‐B residential uses, the City will prioritize its buffer allocation to accommodate any shortfall
Ongoing/Standard Operations.Site Inventory
Monitoring Planning and Conduct review of sites inventory annually and report findings in housing1.2 Program Development Services General Fund element progress report; correct any deficiency within 180 days if identified. 180 days of noticed shortfall of units.sufficient number of reserve sites.
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 46 Packet Pg. 66 of 246
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
Site Inventory
Monitoring
1.2 Program
Actively promote, through outreach and discussions, sites available for lower‐ and moderate‐income
housing development to potential developers, private and non‐profit organizations, and other
C interested persons and organizations.The City shall rezone or amend its Municipal Code to allow by‐right approval on non‐vacant sites
Conduct a minimum of four (4) meetings annually Ongoing/Standard Operations.
Planning and
Development Services General Fund
with potential developers about lower‐ and City continues to discuss housing
sites with interested parties.Update inventory annually every April.moderate income housing sites.Complete rezoning and amend development
Sites Used inPrevious Housing Planning and
1.3 Cycle Development Services General Fund
included in one previous housing element inventory and on vacant sites included in two previoushousing elements and designated for lower‐income housing, provided that the proposed housing
A development consists of at least 20 percent lower‐income housing units.
standards for qualifying sites to enable aprojected realistic housing yield of 390 housing
units.Complete by January 31, 2024 Complete.
The City will take a phased approach to developing these lots. An RFI wasissued in 2023 with the intent to select a development partner in 2024 and
solicit feedback from community partners. The City will assist its
development partner in securing tax credits and other financing, with thegoal of awarding construction contracts on both the housing project and
replacement public parking in 2026. Based on the results of the initial effort,
the City will issue one or more additional RFIs or RFPs for any remaining unitsno later than 2026, with the goal of selecting development partners in 2027.
The City will coordinate with development partners and community partners,
to ensure units are entitled during the planning period. The City anticipatesthat the majority of production will happen during the second half of theAny future project on the six City‐owned surface parking lots identified in Appendix D for
redevelopment shall include replacement public parking and provide 100% affordable housing units planning period. The City will monitor progress during the planning period. Ifserving households earning up to 80% of the Area Median Income (AMI) or for workforce housing for the City is not on track to meet the Quantified Objective by 2027, halfway Develop 50 lower income units through the initial
RFI process, with the intent to develop theCity employees and Palo Alto Unified School District (PAUSD) employees. The City will prepare a
request for proposals to solicit interest in a public/private partnership for redevelopment of one or
through the planning period, the City will remove these sites and identify
alternate sites with zoning sufficient to accommodate any shortfall of units, remaining 240 units that can be accommodated City Council directed staff to
In Progress. In January 2025, the
more sites in the City’s University Avenue Downtown area. The City will comply with the provisions of likely resulting from the Downtown Housing Plan by December 31, 2027. Any on City‐owned sites through one or more enter into an exclusive
negotiating agreement with a
non‐profit partner.
City‐Owned Land Planning and
1.4 Lots Development Services General Fund
the Surplus Lands Act, ideally by using the streamlined provisions for affordable housing dispositions additional selected sites will meet the requirements of Government Code separate efforts to follow during the planning
periodA under Government Code Section 37364.Section 65583.2.
Upon completion of the Project Homekey project, the City anticipates that sufficient transitional
housing capacity to serve Palo Alto’s needs will be available. If additional capacity for interim ortransitional housing is required, the City will examine City owned parcels and other sites based on
availability, size, access to services and related metrics. If additional parcel(s) are identified, pursue
B partnerships and funding opportunities to build interim or transitional housing.
Subject to identification of suitable sites andformation of public/private partnership; provide progress of the Project Homekey
If additional capacity is needed, complete site identification within 180 days transitional housing opportunities for 75 or more project, which is currently under
In Progress. City is monitoring the
City‐Owned Land Planning and
1.4 Lots Development Services General Fund of identification of need.beds during the planning cycle.construction.Complete. The ordinance updateto remove the CUP for residentialuses within the RP and RP5 zones
except for sites that are subjectto or impacted by the City'sRemove the Conditional Use requirement for residential uses in the Research Park zone district, which
is specific for the Stanford Research Park, except for properties subject to or impacted by the City’s
hazardous materials ordinance. Sites included in Appendix D will have the Conditional UseA requirement removed under Program 1.1.
This will remove a governmental housing hazardous waste ordinance was
Stanford Planning and constraint that may encourage greater residential adopted by Council in January1.5 University Lands Development Services General Fund Complete by January 31, 2025.uses in the Stanford Research Park.2025.
If Stanford University and long‐term lease holder
are receptive to future residential development, Pending/Not Started. Outreachestablish a memorandum of understanding with and engagement with StanfordEngage Stanford University in a dialogue about future multi‐family housing opportunities within the
Stanford Research Park, including consideration of a new neighborhood along Foothill Expressway.Identify locations suitable for housing and mixed‐use development and zoning modifications andB housing incentives as appropriate for consideration in the Seventh Cycle Housing Element Update
appropriate stakeholders that identify theInitiate conversations with Stanford University, Simon Properties, and other location and amount of future housing at these and Simon Properties for possibleresidential redevelopment will beinitiated in early 2025.Stanford Planning and1.5 University Lands Development Services General Fund stakeholders prior to December 31, 2025.locations by the end of the planning period.
If Stanford University and long‐term lease holderare receptive to future residential development, Pending/Not Started. Outreach
establish a memorandum of understanding with and engagement with Stanford
Engage Stanford University and long‐term leaseholder Simon Properties for possible residentialredevelopment opportunities at the Stanford Shopping Center for consideration in the Seventh Cycle Initiate conversations with Stanford University, Simon Properties, and other location and amount of future housing at these
C Housing Element Update.
appropriate stakeholders that identify the and Simon Properties for possibleresidential redevelopment will be
initiated in early 2025.
Stanford Planning and
1.5 University Lands Development Services General Fund stakeholders prior to December 31, 2025.locations by the end of the planning period.
Over the planning period, the City anticipates it
would generate approximately twenty million Ongoing/Standard Operations.dollars ($20 M) for use toward affordable housing City regularly monitors available
Use funds available through the City’s residential and commercial affordable housing fund to providegap funding for qualifying affordable housing projects. Housing funds are derived from development Annually review fund balances and if sufficient funds warrant, prepare a and homelessness projects. Based on thisprojection, the City would expect to be able to funds and issued an AffordableHousing Notice of FundingAffordableimpact fees, in‐lieu inclusionary fees and proceeds from a local business tax approved by the voters in Notice of Funding Availability. The fund balance will vary over time based on support gap funding for the production of 55 Availability in September 2024
Housing2.1 Development Planning andDevelopment Services General Fund November 2022. The City will continue to seek funding sources, including supporting the ongoingA development of the Bay Area Housing Financing Authority (BAHFA).development activity and for the business tax, first collection is anticipatedto start no sooner than January 2024.affordable housing units during the planning cycle with funds awarded in Januaryor support other housing priorities.2025.Use the study to adjust impact fees as necessary
Prepare an updated nexus and feasibility study and adjust the residential and commercial housingdevelopment impact fee as appropriate, to support affordable housing production, while ensuringthat the fee is set appropriately to maintain project feasibility. As part of this study, the City will
engage local developers and building industry stakeholders to gain feedback on impact fees and will Initiate study prior to December 31, 2025 with implementation of adjustedB incorporate feedback into the study.
to support continued contribution to the City’saffordable housing fund without burdeninghousing production with excessive fees that
cannot be supported by the City’s developmentstandards.
Affordable
Housing2.1 Development Planning andDevelopment Services General Fund impact fees, if needed, by January 2026.Pending/Not Started.
Partner with qualified housing developers to identify affordable housing development opportunities
with emphasis on promoting housing choices that serve the needs of special needs populations,including seniors, homeless, female‐headed households, large families, low‐income, and/or persons
with disabilities. Opportunities along Alma Street, Embarcadero Road northeast of Highway 101, and
the South Ventura neighborhood should be prioritized to provide additional opportunities whereC special needs populations are located. Meet annually throughout the housing cycle.
Through annual meetings, identify with partners Ongoing/Standard Operations.
Affordable
Housing2.1 Development
at least three affordable housing opportunity
sites and facilitate project approval andpermitting to realize implementation.
Meetings have been held with a
number qualified housingdevelopers..Planning andDevelopment Services General Fund By December 2024 initiate meetings with housing developers to discussaffordable housing opportunities.
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 47 Packet Pg. 67 of 246
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
Ongoing/Standard Operations.
The City continually sharesAffordable
Housing
2.1 Development
Research and identify additional State and federal funding opportunities for affordable housing
projects. Disseminate information on funding opportunities on the City’s website and/or to potential
D developers during technical assistance meetings and meetings with housing developers.
Support the development of 1,556 units for very‐ information about affordable
Planning andDevelopment Services General Fund low income, and 896 units for low‐income housing funding opportunitieswith several developers.Ongoing task as part of meetings with housing developers.households during the planning period.
15 percent of the net new multi‐family ownershiphousing stock will be deed‐restricted to
affordable housing (two‐thirds at 100 percent
AMI and one‐third at 120 percent AMI), except ininstances where an in‐lieu payment may be
accepted. The City will collect in‐lieu payments fornew multi‐family rental housing based on projectfloor area times a dollar amount set by the City’s Ongoing/Standard Operations.
fee schedule, currently $24.52; payments will be Per Palo Alto Municipal Code, theused to support qualifying affordable housing City continues to require
projects. Some rental home builders may elect to developments of three or more
provide inclusionary units to qualify for the State net‐new residential units toDensity Bonus, in such instances no additional in‐ provide at least fifteen percent ofBelow MarketRate (BMR)
2.2 Program
Continue to require development of three or more net‐new residential units to provide at leastfifteen (15 percent) of those units as inclusionary units at below market rates for ownership housing
A or pay a fee toward the City’s affordable housing fund.
Planning and
Development Services General Fund Ongoing lieu payment will be received.units as BMR inclusionary units.Update study and present findings to the City
Council with options to modify the City’sUpdate the City’s 2020 financial feasibility report prepared by Strategic Economics and research a
tiered inclusionary housing requirement for ownership and rental housing where market conditionssupport a higher inclusionary rate; establish requirements for lower income units at a reducedinclusionary requirement based on feasibility findings and discussion with developers and community
inclusionary requirements. If supported, enact
municipal code changes to implement changes.Implementation of this objective may have theeffect of modifying the quantified objective in ABelow MarketRate (BMR)Planning and
2.2 Program Development Services General Fund B members.Complete study and implement recommendations by June 30, 2026.
Complete by December 31, 2028.
above.Pending/Not Started.
Pending/Not Started.
Amend the City’s BMR program to ensure continued affordability of income‐restricted ownership Conduct outreach with home builders and other
Below Market
Rate (BMR)2.2 Program
units for the life of the project (exempting certain affordable projects taking advantage of tax credit
financing). Once amended, conduct outreach with home builders and other stakeholders regarding
stakeholders and draft an ordinance to extend
income restrictions in accordance with theimplementing objective.Planning andDevelopment Services General Fund C amended program.Review the City's Below Market Rate rental procedures for households who exceed the maximumincome limit during their tenancy. Update rental procedures to ensure reasonable transition time for
households whose incomes increase but end up disqualifying households from deed restricted
housing. [Note: this can only apply to units in the City’s BMR program, 100 percent affordableD projects may have other lender‐dictated requirements.]
Update rental procedures to respond to input
from rental community to ensure that affordable
housing units are occupied by qualifiedindividuals.
Below Market
Rate (BMR)2.2 Program Planning andDevelopment Services General Fund Complete by December 31, 2025.Pending/Not Started.Complete. The Palo AltoReduce application processing costs byapproximately $20,000 per affordable housing
application and processed for a planningentitlement.
Municipal Fee Schedule outlines aPlanning Application Fee Waiver
for 100% Affordable HousingProjects.Fee Waivers and Planning and Amend the City’s municipal fee schedule to waive City staff costs associated with the processing of anA affordable housing planning application, except for directly related consultant supported costs.Prepare an economic feasibility study to analyze implications that the park fee, may have on housing3.1 Adjustments Development Services General Fund Amend fee schedule by December 2024
production; adjust fees as appropriate to enable a reasonable return on investment and ensuresufficient fee collection to support City services. Complete additional study by December 2025. If
study demonstrates that park fees are acting as a constraint on housing production, amend fee
B schedule by September 2026.
Fee Waivers and Planning and Complete and implement studies by September 2024. Complete additional
study by 2025. Amend fee schedule by September 2026.
In Progress. Initial study has been
completed.In Progress. Initial study has been3.1 Adjustments Development Services General Fund
completed. The Municipal Fee
amendment to covertdevelopment impact fees thatare applied on a per unit basis to
a per square foot basis has beencompleted.
By September 2024, complete and implement studies to convert existing park, community center,and library development impact fees that are applied on a per unit basis to a per square foot basis.Complete additional study by December 2025. If study demonstrates that development impact fees
are acting as a constraint on housing production, amend fee schedule or modify developmentC standards by September 2026.Fee Waivers and Planning and Complete and implement studies by September 2024. Complete additionalstudy by 2025. Amend fee schedule by September 2026.3.1 AdjustmentsMonitor Development Services General Fund
Constraints to
3.2 Housing
Planning and
Development Services General Fund
Monitor new local policy initiatives for effectiveness in combatting identified constraints to housing Complete review and implementation of required edits once during the
planning period, by January 2027.A development.Ongoing/Standard Operations.
Ongoing/Standard Operations.
When new land use regulations, impact fees, or procedural changes are being considered by the
Monitor
Constraints to3.2 HousingMonitorConstraints to
3.2 Housing
Planning and Transportation Commission and City Council, the City shall prepare an analysis in the
accompanying staff report detailing how the regulation may impact housing production, if at all, and Complete review and implementation of required edits once during theB provide recommended solutions to address those impacts.The City shall monitor the application of the Municipal Code standards for potential constraints tohousing projects and recommend changes annually, as appropriate, to enhance the feasibility of
C affordable housing.
Planning andDevelopment Services General Fund planning period, by January 2027.
Planning and
Development Services General Fund
Complete review and implementation of required edits once during the
planning period, by January 2027.Ongoing/Standard Operations.
In Progress. OrdinanceAmend the zoning code and comprehensive plan recommendation went before
as necessary to extend the provision of affordable the Planning and Transportationhousing incentive program to sites in the housing Commission in December 2024AffordableHousing
Development
3.3 Incentives
Amend the municipal code to extend the affordable housing incentive program to apply to allhousing opportunity sites identified in the Housing Element and zoned for commercial, industrial or
multi‐family residential use; research potential AHIP regulations for religious institution sites located
A in the R1 district with a reduced density provision.
Planning and
Development Services General Fund
inventory and codify additional incentives
described herein.
and is anticipated to go before
the City Council in early 2025.Complete zoning changes by December 31, 2024
Complete zoning changes by December 31, 2024
Amend the affordable housing overlay (incentive program) regulations to allow housing projects to
achieve a residential floor area ratio of 2.4:1.0 without requiring commercial floor area (except where
required on University and California Avenues). The City will modify AHIP development and parkingstandards commensurate with FAR increases, and, for housing projects income restricted to 60
percent of the area median income level or below, allow up to sixty (60) feet in height on all
B opportunity sites
In Progress. Ordinance
Amend the zoning code and comprehensive plan recommendation went before
as necessary to extend the provision of affordable the Planning and Transportationhousing incentive program to sites in the housing Commission in December 2024AffordableHousing
Development3.3 Incentives Planning andDevelopment Services General Fund inventory and codify additional incentivesdescribed herein.and is anticipated to go beforethe City Council in early 2025.
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 48 Packet Pg. 68 of 246
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
In Progress. Ordinance
Amend the zoning code and comprehensive plan recommendation went beforeas necessary to extend the provision of affordable the Planning and Transportation
housing incentive program to sites in the housing Commission in December 2024
Affordable
Housing
Development
3.3 Incentives
Planning and
Development Services General Fund
Amend Zoning Code to incorporate all recent changes to State density bonus law and develop
C summary materials to promote the use of density bonuses.
inventory and codify additional incentives
described herein.The timeframes associated with permit
and is anticipated to go before
the City Council in early 2025.Complete zoning changes by December 31, 2024
processing can be viewed as a constraint toaffordable development. The City aims to In Progress. Ordinancerecommendation went before
Affordable
HousingDevelopment
complete the processing of planning entitlements the Planning and Transportation
Amend the PAMC to streamline all 100% affordable housing development projects. Implement aprocedure that prioritizes affordable housing projects for staff resources and, if applicable, hearing
D dates, above other projects, regardless of submission date.
for affordable housing projects exempt fromenvironmental review within 90 days from
application submittal.
Commission in December 2024and is anticipated to go before
the City Council in early 2025.
Planning and
Development Services General Fund3.3 Incentives Complete by December 2024
In Progress. OrdinanceMonitor projects for compliance with desired
review schedule, track application processing
recommendation went before
the Planning and Transportationtimelines and number of applications appealed to Commission in December 2024
Council; use data to inform future modifications and is anticipated to go beforeHousing Incentive Planning and
3.4 Program (HIP) Development Services General Fund
HIP qualifying projects that also comply with City approved objective standards shall be
A administratively reviewed with one courtesy meeting before the Architectural Review Board.Revise review process instructions by December 2024.
Complete Municipal Code amendments by December 31, 2024.
Complete Municipal Code amendments by December 31, 2024.
Complete Municipal Code amendments by December 31, 2024.
to the HIP program.the City Council in early 2025.
In Progress. Ordinance
recommendation went before
the Planning and TransportationCommission in December 2024
and is anticipated to go before
Amend the municipal code and comprehensiveplan to codify implementing objective with the
goal of encouraging the development of
Amend the local Housing Incentive Program to include specific expanded development standards, as
an alternative to state density bonus provisions. Reduce barriers by removing Planning DirectorB discretion to define applicable standards in each instance.
Housing Incentive Planning and
3.4 Program (HIP)Development Services General Fund approximately 550 units over the planning period. the City Council in early 2025.
In Progress. Ordinance
recommendation went beforethe Planning and Transportation
Commission in December 2024
and is anticipated to go before
Allow for sites subject to the City’s retail preservation ordinance – except in the ground floor (GF) andretail (R) combining districts and strategic locations generally depicted in the draft South El Camino
Real Design Guidelines – to have a reduction in the amount of retail replacement floor area needed
for redevelopment and waive the retail preservation requirement for identified housing opportunityC sites.
Amend the municipal code and comprehensive
plan to codify implementing objective with the
goal of encouraging the development ofHousing Incentive Planning and3.4 Program (HIP)Development Services General Fund approximately 550 units over the planning period. the City Council in early 2025.
In Progress. Ordinance
recommendation went beforethe Planning and Transportation
Commission in December 2024
and is anticipated to go before
Extend the local Housing Incentive Program to the multi‐family residential districts (RM‐20, RM‐30,and R‐40).as well as the ROLM and GM district focus area The Housing Incentive Program
development standards shall be amended to increase height and floor area allowances for housingprojects; reduce parking requirements to match or improve upon state density bonus, andD adjustment to other development standards to enable greater housing production.
Amend the municipal code and comprehensive
plan to codify implementing objective with thegoal of encouraging the development ofHousing Incentive Planning and
3.4 Program (HIP)Development Services General Fund approximately 550 units over the planning period. the City Council in early 2025.In Progress/Ongoing. The effort
to expand the boundaries of the
El Camino Real Focus Area isunderway and a
Expand the geographic boundaries of the El Camino Real Focus Area (adopted in 2023) to incentivizehousing production at appropriate locations. Increase building height and floor area ratios and applyother objective standards, such as transitional height restrictions, to address single family zoning
E district adjacencies. The proposed standards will be an alternative to the state density bonus.
recommendation is expected toAmend municipal code with the goal of go before the Planning andencouraging development of approximately 500 Transportation Commission inHousing Incentive Planning and
3.4 Program (HIP)Development Services General Fund Complete municipal code amendments by June 30, 2025.
Complete by June 30, 2024 and maintain annually thereafter.
units over the planning period.spring 2025.Ongoing/Standard Operations.
An updated version of the City
Summary Guide to ADUs andAccessoryDwelling Unit Planning and Develop, maintain and update a City Summary Guide to ADUs and JADUs to promote, educate, and
A assist homeowners with developing ADUs/JADUs.
Facilitate the development of 512 ADUs over the JADUs was made available in
3.5 (ADU) Facilitation Development Services General Fund planning period.2024.In Progress. Resources onProvide informational workshop(s) and publish resources on City’s website on building ADUs and
JADUs. Target outreach to property owners in neighborhoods designated as racially concentrated
Facilitate construction of 512 ADUs over the
planning period, with a goal of at least 128 (25%) published on the website in 2024.
building ADUs and JADUs were
AccessoryDwelling Unit Planning and areas of affluence to promote housing mobility for lower‐ and moderate‐income households. Provide Publish material on the City’s website by December 2024 and facilitate one
B workshops and materials in English, Spanish, and Chinese. workshop annually in multiple languages.
of these to be in neighborhoods with higher
median incomes.Facilitate construction of 512 ADUs over the
Staff is available to provide
information as needed.3.5 (ADU) Facilitation Development Services General Fund
Accessory planning period, with a goal of at least 128 (25%) In Progress. An ADU Plans Gallery
Dwelling Unit Planning and In accordance with AB 1332, and in coordination with Santa Clara County’s ongoing efforts, develop a Create program by January 1, 2025 and annually inform residents and of these to be in neighborhoods with highermedian incomes.Prepare bi‐annual reports documenting findings
is available on the City's ADUwebpage.3.5 (ADU) Facilitation Development Services General Fund C program for pre‐approved standards for ADU foundation plans or prefabricated plans.developers of available plans.
to facilitate construction of 512 ADUs over theplanning period, with a goal of at least 128 (25
Meet with ADU stakeholders at least once every two years starting in 2024; percent) of these to be in neighborhoods with
Accessory
Dwelling Unit
Continue to monitor and publish information related to ADU production and application review
timelines; meet with ADU stakeholders and review application processing performance to identify
D potential impediments and make adjustments as needed.
In progress. Quarterly reports are
published related to production
and review timelines.
Planning and
3.5 (ADU) Facilitation Development Services General Fund prepare information reports bi‐annually.higher median incomes.
AccessoryDwelling Unit Eliminate variations in impact fees for similarlysized ADUs to increase the supply of affordable
housing in higher opportunity areas
Planning and Realign development impact fees for ADUs larger than 750 sq. ft. to utilize per‐square‐foot
E methodology, likely reducing fee applied to ADUs.
Complete. Impact fees for ADUs
have been realigned.Ongoing/Standard Operations.3.5 (ADU) Facilitation Development Services General Fund Adopt changes to fee schedule by September 2024.
Initial ordinance amendment has
taken place. Staff monitors ADU
law to ensured continued
Accessory
Dwelling Unit
Amend ordinance by May 2023. If further amendments are made to state
ADU law, amend ordinance within 6 months to ensure continued compliance Ensure that the City’s ADU ordinance complieswith ADU law. with State law.Planning and3.5 (ADU) Facilitation Development Services General Fund F Amend ADU ordinance as required to comply with State law and submit to HCD compliance with State law.
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 49 Packet Pg. 69 of 246
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
Review ADU production and affordability levels every two years to determine if assumptions made inHousing Element are accurate. Prepare and circulate survey of ADUs to determine affordability levels
and determine where any improvements can be made to the process and whether non‐governmentalconstraints to construction of ADUs, such as financing and construction costs, are restricting Meet with ADU stakeholders at least once every two years starting in 2024.
development. If assumptions are not met, and depending on the results of the survey, take additional Review ADU trends every two years starting in January 2025. If assumptions Undertake affordability survey and prepare bi‐
actions, which could include additional public outreach efforts, modifications to process, pre‐ are not met, take actions within six months of receiving results to increase annual report documenting findings to promote In progress. Quarterly reports areapproved plans, additional zoning flexibility, ADU incentives, financial assistance, and identification of ADU production and ensure that the City continues to have adequateAccessoryDwelling Unit Planning and income integration and increase the supply of
affordable housing in higher opportunity areas
published related to production
and review timelines.3.5 (ADU) Facilitation Development Services General Fund G new sites.housing sites.Amend the Municipal Code to exempt housing projects from Architectural Review to the extent theycomply with the City’s objective design standards, requiring only one study session or courtesy review
by the Architectural Review Board. Clarify staff‐level approval process for ministerial and by‐rightA reviews.Expedited Project Planning and3.6 Review Development Services General Fund
Development Services General Fund
Complete by January 31, 2024.Complete.
The City aims to complete the processing ofplanning entitlements for housing projects
exempt from environmental review within 90 City‐Expedited Project Planning and
3.6 Review
For projects subject to Architectural Review, develop process for early review by the ARB (within 45‐
B 60 days of submittal), even if application is not yet complete.Implement by December 2024.
Complete by July 1, 2024
processing days from application completeness. Pending/Not Started.Provide a no‐cost pre‐consultation meeting for upto 120 minutes for any multi‐family housingExpedited Project Planning and Formalize a procedure to offer no‐cost pre‐application consultation services for new housing
C developments.
Complete. Process has been
implemented as of June 30, 2024.3.6 Review Development Services General Fund project.Amend the zoning code to limit multi‐familyhousing projects to two hearings before the City’s
ARB unless additional review is agreed upon by
the home builder and City; document the City’sperformance.
Complete. The ordinance
amendments was adopted byCouncil in January 2025.Expedited Project Planning and For housing projects subject to the City’s Architectural Review Board, limit the number of hearingsD before the ARB to a maximum of two meetings.3.6 Review Development Services General Fund Complete by December 31, 2024
Objective Design
Standards for
3.7 SOFA
Planning and
Development Services General Fund
Develop Objective Design Standards for the SOFA Area to accommodate future residential
A development at higher densities.
Support additional residential development
proposed for the SOFA area.Complete and adopt objective design standards by December 31, 2026 Pending/Not Started.
Complete.
Zoning Ordinance Planning and3.8 Monitoring Development Services General Fund Amend the zoning code to ensure compliance with all provisions of current state law as specified inA Program 6.5.Ensure that the zoning code is consistent withstate law.Complete by December 31, 2023In addition, by December 31 of each year, review adopted changes in statelaw effective January 1 of the next year and adopt additional ordinance
changes as required to comply with state law. This program would continue
to be implemented on an ongoing basis through the remainder of theplanning period as state law is amended.
Ongoing/Standard Operations.
Staff regularly monitors changesin State law.Zoning Ordinance Planning and3.8 Monitoring Development Services General Fund Review future adopted changes in state law and adopt additional zoning ordinance changes asB required to comply with state law.Ensure that the zoning code is consistent withstate law.
Conversion ofCommercial Uses
to Mixed‐Use
Amend the City’s Municipal Code to reduce commercial floor area allowances or other commercial
incentives at strategic locations to shift the economic benefit of redevelopment toward homeA building.Planning andDevelopment Services General Fund Support the development of 716 units on siteswith existing commercial uses.In Progress. The project has beeninitiated.3.9 Development Complete amendments to Municipal Code by December 31, 2025
The City shall conduct outreach with home builders and other stakeholders to assess the feasibility of
marketing different housing typologies without on‐site parking (paid through an in‐lieu fee) and theimplications for City parking resources. Findings will be presented to the City Council along with
options on how to proceed, including the potential extension of the University Avenue In‐Lieu Parking
program to residential projects and the creation of an in‐lieu parking program for the California
Conversion of
Commercial Uses
to Mixed‐Use Planning andDevelopment Services General Fund Present findings to City Council by December 31, 2025 with amendments tomunicipal code by December 31, 2026.In Progress. The project has beeninitiated.3.9 Development B Avenue area.Enforce replacement housing requirements as required by state law. Amend the City’s municipal code
to require all sites listed in the housing element, all projects utilizing density bonuses, and all projectsdemolishing residential dwelling units to meet the replacement housing requirements of state law
contained in housing element law, density bonus law, the Housing Crisis Act of 2019 as amended by replacement housing requirements. Adopt ordinance as part of planned
Continue to implement state law for all development projects subject to Complete. The ordinance
amendments were adopted byCouncil in January 2025.Replacement4.1 Housing Planning andDevelopment Services General Fund Amend the municipal code to implementreplacement housing obligations.Prepare relevant information, provide to allA AB 1218.rezonings by January 31, 2025.
Housing andNeighborhood
4.2 Preservation
Annually communicate with renters through direct mailing to multi‐family apartment buildings andthrough the City’s website, resources available to renters, including expectations for housing quality
A and steps to take for suspected substandard housing conditions.
renters by mail, and post online, implement bestoutreach approaches to communicate withPlanning and
Development Services General Fund Initiate in 2025 and annually thereafter.renters.Pending/Not Started.Staff will respond to any complaints received,conduct code inspections of all reported units,
provide access to relevant information, and,
when necessary, connect the complainant withmediation services offered by the City through a partners with a non‐profit service
contract provider, or undertake enforcement
Ongoing/Standard Operations.
City responds to complaints
received as appropriate and
In response to any complaint about substandard housing received by the City’s Code Enforcement
Program, staff will provide information to the resident or homeowner about the City’s RehabilitationProgram and conduct residential code inspections to determine if the property is substandard in
accordance with PAMC 16.40.020 and the state Housing Code. If the property is substandard, the City
B will begin code enforcement action.
Housing and
Neighborhood
4.2 Preservation
Planning and
Development Services General Fund
provider to offer mediation
services.Ongoing.action, as appropriate.Disseminate information to the public to increasethe awareness of support for tenant protectionswith the goal of reaching at least five new
households annually. The City will engage withcommunity‐based organizations to gauge the
effectiveness of the workshops. If new
households are not reached, City will increaseoutreach efforts.
Ongoing/Standard Operations.
City has held multiple workshopsto provide housing resources
throughout the year, in part
through contract with non‐profitservice providers.
The City will conduct increased outreach to increase awareness of housing resources, fair housingworkshops, and tenant protection. Specifically, the City will conduct at least one fair housing
workshop annually for community‐based organizations that serve residents and housing providers in
areas of the City with the highest number of substandard housing complaints to Code Enforcement.C Non‐profit partners provide fair housing information and advice to individual tenants.
Housing and
Neighborhood4.2 Preservation Planning andDevelopment Services General Fund Ongoing and annually, with first workshop to occur by December 2024.
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 50 Packet Pg. 70 of 246
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
The City will develop options for limiting short‐term rentals in all areas of the City to ensure housing
stock is used for long‐term rentals. Strategies to evaluate include prohibiting short‐term rentals (noless than 30 days allowed), limiting the number of days the unit can be used for short‐term rentals,
prohibiting short‐term rentals in all multi‐unit dwellings, allowing for short‐term rentals only if theproperty is the owner’s primary residence, and benchmarking the number of short‐term rentalsD allowed to no more than a specific percentage of the community’s rental housing stock
Housing andNeighborhood
4.2 Preservation
Initiate study of short‐term rentals in 2025 and determine impact on Cityhousing supply. Adopt ordinance by July 1, 2027 to limit short‐term rentals
as required to minimize impacts on properties available for long‐term use.
Planning and
Development Services General Fund Pending/Not Started.
Housing and
Neighborhood
4.2 Preservation
Initiate study of short‐term rentals in 2025 and determine impact on City
housing supply. Adopt ordinance by July 1, 2027 to limit short‐term rentals
as required to minimize impacts on properties available for long‐term use.
Planning and
Development Services General Fund
The City will evaluate the feasibility of adding regulations to incentivize the use of housing units for
E residential purposes to support retention of housing stock.
Amend the municipal code to codify regulations
limiting short‐term rentals.Pending/Not Started.Ongoing/Standard Operations.
City continues to partner with
home rehabilitationorganizations to support home
repair needs of low‐income
homeowners.
Home
4.3 Rehabilitation
Planning and
Development Services CDBG
General Fund &Continue to work with home rehabilitation organizations to assist qualifying low‐income
A homeowners with home rehabilitation projects.Disseminate information to the public to increase
the awareness of support for home rehabilitationwith the goal of reaching at least five new
households annually.
Home
4.3 Rehabilitation
Planning and
Development Services CDBG
General Fund &Develop CDBG outreach program to educate residents about opportunities for services, such as RV
B parking and rental assistance regarding mediation.
Develop program by December 2026. The City’s partnership with home
rehabilitation organizations is ongoing.Pending/Not Started.Ongoing/Standard Operations.
City continues to partner with
home rehabilitationorganizations to support home
repair needs of low‐income PaloParticipate and remain in good standing with the Alto homeowners and monitorsCBDG program, with the goal of providing funding availability of funds to supportAnnually dedicate CDBG funds as available to support the City’s Rehabilitation Program; seek
additional funding to supplement CDBG funding to expand the program and recipients to householdsC above low‐income levels.Home Planning and General Fund &to support the rehabilitation of at least fivehomes annually households at other incomelevels.4.3 Rehabilitation Development Services CDBG Annually budget CDBG funds for City’s Rehabilitation Program.
Disseminate information to the public to increase
the use of available CDBG funds with the goal ofsupporting the rehabilitation of at least 5 homes Ongoing/Standard Operations.annually. Market home rehabilitation program City conducts annual outreach
opportunities as part of Housing Resources Fair. and workshop to increase
City will conduct increased outreach to increase awareness of CDBG funds and availability of said
funds. The City will conduct one CDBG workshop annually to disseminate information regardingHome
4.3 Rehabilitation
Planning and
Development Services CDBG
General Fund &program requirements and availability of funds. The City will also update their website annually with Ongoing and annually, with first workshop to occur by December 2024 and Continue to update the new Housing Portal on
the City’s website.
awareness of availability of CDBG
funds.D information on the program.website updated after adoption of each CDBG budget.
Amend the City’s seismic regulations to advance
implementation objective, including a complianceschedule for approximately 130 soft‐story multi‐
family buildings in Palo Alto located near
Amend the City’s seismic hazards identification program to strengthen regulations and requireseismic upgrades of vulnerable housing stock through a combination of mandatory provisions and
A voluntary incentives.
Downtown, Midtown and the Venturaneighborhood, along California Avenue, College
Terrace, San Antonio Road, and elsewhere.
Planning and
Development Services General Fund
In progress. The effort has been
initiated.4.4 Seismic Retrofit Initiate effort in 2024 begin outreach in 2025, complete by 2026.
Establish list by December 31, 2026.Encourage Local4.5 Hiring Planning andDevelopment Services General Fund Develop local labor program list. Establish and post a list of local labor unions and apprenticeshipA programs on City’s website and encourage developers and contractors to hire local labor.Develop local labor program list.Track the status of units with high risk of Pending/Not Started.
conversion to market‐rate to preserve
affordability for extremely low and very low
income households.
Ongoing/Standard Operations.
Staff continually monitors status
of units at high risk of conversion.
Preservation of At‐ Planning and
5.1 Risk Housing Development Services and HOME
General Fund Monitor the status of the 72 units at high risk of conversion to market rate units during the planning
A period and seek to preserve these affordable units at their existing affordability levels.Provide direct notification to property owners and tenants of low‐income deed restricted housingunits of the state requirement to notify affected households about the termination of the
Monitor annually.
Preservation of At‐ Planning and General Fund Mail requirements to qualifying property owners In Progress. First mailing to occur5.1 Risk Housing Development Services and HOME B affordability restrictions at six and twelve months, and three years.Twice during the reporting period, once in 2024 and again in 2028.
Send notice to property owner three years prior to potential project
as specified.in early 2025.Inform property owners of their obligation to comply with noticing requirements stipulated under Ongoing/Standard Operations.state law to ensure that qualified nonprofit entities from the State’s qualified entities list are Ensure qualified non‐profit entities are notified of Staff continually monitors
Preservation of At‐ Planning and General Fund informed of the opportunity to acquire the affordable property and that tenants are informed about conversion. Provide follow‐up with contacts one years and six months prior acquisition opportunities and to ensure tenants affordable units that are at‐risk
5.1 Risk Housing Development Services and HOME C their rights and potential resources.to conversion if property owner fails to comply.are aware of the impending changes.of conversion.Ongoing/Standard Operations.
Contingent on funding availability, in the event that a property is scheduled for conversion, contactproperty owner regarding funding availability. If the property owner intends to sell the property
D encourage sale to a qualified non‐profit entity.Continue to engage with HUD and the property owner of 4230 Terman Drive (Terman Apartments)
Staff continually monitorsaffordable units that are at‐risk
Incentivize the sale to a qualified non‐profit entity. of conversion.
Preservation of At‐ Planning and
5.1 Risk Housing Development Services and HOME
General Fund Inform property owner three years prior to potential project conversion
whether funding is available to preserve the affordability restrictions.
with 72 affordable housing units at risk of conversion to market rate units during the housing cycle to
explore opportunities for continued affordability. At present, the owners have no intention to sell theproject or transfer the affordable units out of the Section 8 contract, based on correspondence with aE HUD representative on September 14, 2022.Preservation of At‐ Planning and5.1 Risk Housing Development Services and HOMEGeneral Fund Preserve 72 affordable housing units that are atrisk of conversion.In Progress. Conversation withInitiate conversation in 2024.HUD was initiated in 2024.Complete. Certified Housing
Element has been shared with
the City's Utility Department.In Progress. Affordable HousingGuidelines update to be
Water and Sewer Planning and
5.2 Suppliers Development Services General Fund
Provide a copy of the adopted 2023‐31 Housing Element to the City’s Utility Department, which
A provides water and sewer service to the City.
Update Utilities Department Rules and
Regulations.Within 30 days of adoption.Housing for
Persons with Planning and General Fund &For extremely low‐income housing units, update the City’s affordable housing guidelines to establish6.1 Special Needs Development Services CDBG A preferences for populations with special needs in those units.Adopt revised guidelines by December 31, 2024.approved in early 2025.
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 51 Packet Pg. 71 of 246
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
Ongoing/Standard Operations.
The City continues to contractHousing for
Persons with
6.1 Special Needs
Contract with and financially support non‐profit services providers through the Community
Development Block Grant program, such as the Opportunity Center, that help meet the supportive
B services needs of the City’s diverse community, especially those with extremely low incomes.
Support the Opportunity Center with the goal of with multiple organizations to
providing services to 50 low‐income households provide supportive services toPlanning andDevelopment Services CDBGGeneral Fund &Starting in 2023 and annually thereafter, as funds are available.during the planning period.residents.
In order to assist in the housing needs for special needs populations, the City will facilitate the
development of housing for persons with disabilities through incentives including streamlined
processing, scoring priorities in future Notices of Funding Availability, and/or direct subsidies drawingfrom City affordable housing funding such as CDBG, HOME, Affordable Trust fund, and other
State/federal funding sources for affordable housing development with services, resources, and
assistance: a)Establish procedures by June 2024 in Notice of Funds Available (NOFA) that createincentives for the development of various types of housing units, including units for persons with
disabilities and seniors, such as bonus points or preference for special needs housing. b)Annually
engage with housing stakeholders and housing providers, on the identification of needs and newsolutions, including lessons learned from the operators of the City’s recently approved AB2162
Ongoing/Standard Operations.
The City awarded funds through
an Affordable Housing NOFAissued in September of 2024 and
Meet annually with housing service providers and remains in conversation with
the Santa Clara County representatives to identify housing stakeholders andopportunities to further support special needs providers. A proposed 100%
Housing forPersons with
6.1 Special NeedsHousing for
housing project for persons with disabilities. c)Partner with the County and other agencies to pursue Conduct outreach to housing providers and County starting in 2024 and populations. Develop at least 5 units annually for affordable development in PaloPlanning and
Development Services CDBG
General Fund &funding sources, such as County Measure A funds, designated for housing for special needs groups,
C including persons with disabilities.
annually thereafter. Prepare a NOFA in 2024 and review annually thereafter a total of 40 housing units for special needs Alto received Measure A funding
based on adequate availability of funds.households in 2024.Continue to implement the Municipal Code and facilitate requests for reasonable accommodation to
Persons with Planning and General Fund &land use decisions and procedures regulating the siting, funding, development, and use of housing for Annually report on reasonable accommodation requests received, and their Support the development of additional housing
6.1 Special Needs Development Services CDBG D people with disabilities.outcomes, in the Annual Progress Report.Support additional development of large housing units in areas with larger opportunities for those with disabilities.Ongoing/Standard Operations.
Research and implement incentives to encourage larger units, such as FAR exemptions for three or
more bedroom units, and creation of family‐friendly design standards. Meet with housingstakeholders and conduct public hearings before the Planning and Transportation Commission to
concentrations of overcrowding (along Embarcadero Road northeast of
Highway 101 and south of Alma Street) through code amendments thatincentive large family housing units and family‐friendly designs, with the goal In Progress. As part of HIP/AHIPOrdinance, provisions are
Family Housing
6.2 and Large Units
Planning and
Development Services General Fund
receive public and commissioner input on ways to achieve stated objective. Make recommendations of a housing stock where large units comprise 10 percent of all new rental
A to Council and follow up with an ordinance to effect a change in local zoning regulations as directed. units.
Initiate study of possible incentives by June 2025 included to incentivize larger
and adopt recommended actions by June 2026.Development of 40 net new units, other than units.
Increase the floor area limitation from 800 to 1,200 square feet per unit for SB 9 projects that resultin creation of three or more detached units on a single‐family lot. Refine objective design standards
A and development standards based on experience with project applications.
ADU development, on single‐family zoned lots inracially concentrated areas of affluence during
the planning periodDevelopment of 40 net new units in smaller‐scale
development projects in racially concentrated
Middle Housing
6.3 Program
Planning and
Development Services General Fund Initiate by 2025, complete by December 2026.
See timeframes for referenced programs
Pending/Not Started.
Middle Housing
6.3 Program
Planning and
Development Services General Fund
Prioritize adoption of development standards that support smaller‐scale “missing middle”
B development when implementing Programs 1.1, 3.4, 3.5, and 3.6Expand geographic and service areas of the City’s Safe Parking Program. Research the feasibility and areas of affluence.Support the City’s existing population living in Ongoing/Standard Operations.
extend the safe parking program to City parks, parking lots and commercial lots. Expand programservices to include case management and explore opportunities to provide supervised access to City
A facilities.
vehicles by annually moving 40 percent ofindividuals using Safe Parking to housing as it
becomes available.
Homelessness
6.4 Program
Planning and
Development Services General Fund Initiate by 2026, complete by December 2028.
Complete by December 2023.
Pending/Not Started.Complete. A Social Services
directory has been created andwidely distributed.In Progress. A security deposit
Homelessness6.4 Program Planning andDevelopment Services General Fund Create a social services directory and make it available to residents at public counters, on the CityB website, and at Safe Parking areas.Expand the City’s homeless prevention program to include renter protections, including security
deposit limits, eviction reductions and financial assistance for utilities. Identify funding sources, such
as Human Services Resource Allocation Process (HSRAP) funds to support households at risk ofhomelessness; engage with homelessness stakeholders, conduct hearings before the Planning and
Transportation and City Council and make recommendations to support objective; implement based
limit of 1.5x of monthly rent was
adopted by City Council in 2023.Just cause eviction protections
were enacted by City Council in
2023.Homelessness6.4 Program Planning andDevelopment Services General Fund Adopt new renter protection ordinances toadvance objective.Advance the project and ensure robust uptake byC on available funding.Initiate code amendments in 2023 and complete by June 2024.Continue to pursue the Homekey Palo Alto at 1237 San Antonio Road for use as a temporary bridge
housing facility to provide accommodations for individuals who are actively engaged in servicesleading to permanent housing. Engage with stakeholders, including the State Department of Housing
and Community Development, LifeMoves, Santa Clara County Office of Supportive Housing, and the Continue engagement efforts on an ongoing basis throughout the planning
engaging in ongoing outreach to the unhoused,ensuring support services, connectivity, and
transitional housing for, at a minimum 88
households annually.
In Progress. City is monitoring theprogress of the Project Homekey
project, which is currently under
construction.
Homelessness
6.4 Program
Planning and
Development Services General Fund D Santa Clara County Housing Authority.period.
Ongoing/Standard Operations.
City regularly accesses suitabilityof new sources of funding tosupport the homeless population
and those at risk of homelessness.
Explore and implement, where feasible, additional opportunities for Homekey funding or othersimilar funding sources to convert hotels to permanent or interim housing for persons experiencinghomelessness or at risk of homelessness. Work with stakeholders to identify additional funding
E opportunities and locations to support homelessness population and those at risk of homelessness. OngoingCoordinate with HIP Housing or similar house sharing services to provide shared housing
Homelessness
6.4 Program
Planning and
Development Services General Fund
Planning and arrangements. Identify opportunities to extend home sharing services to Palo Alto and promote onA the City’s website as appropriate In Progress. Discussions havebeen initiated.6.5 Alternate Housing Development Services General Fund Initiate conversations in 2024.
Allow innovative housing structures, such as micro‐unit housing and new shared and
intergenerational housing models, to help meet the housing needs of aging adults, students, and
lower‐income individuals citywide. Meet with housing stakeholders and conduct public hearingsbefore the Planning and Transportation Commission to receive public and commissioner input on
ways to achieve stated objective. To the extent that density presents a constraint on development of
alternative housing types, identify sites where elimination of maximum dwelling units per acre isappropriate. Because impact fees assessed per unit inordinately impact alternative housing types,
adjust fees to apply to square footage. Make recommendations to Council and follow up with an
B ordinance to effect a change in local zoning regulations as directed.
Initiate study of alternative models in 2024 and present initial findings in2025 to Commission, public, and stakeholders. Adopt ordinance revisions as
appropriate before December 31, 2026. Adjust fees to apply by square
footage, to encourage alternative housing types, in Fall 2024
Planning and In Progress. Project has been
initiated.Complete. The ordinanceamendments were adopted by
Council in January 2025.
6.5 Alternate Housing Development Services General Fund
Planning and Amend the PAMC to include group homes by right in all residential zones. Include a set of objective
C standards to provide certainty to applicants through the permitting process.6.5 Alternate Housing Development Services General Fund Adopt ordinance amendments by June 2025.
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 52 Packet Pg. 72 of 246
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
Amend the PAMC to be consistent with Government Code Sections 65650 et seq., which require that
Supportive Housing meeting the standards in the statute be treated as a by‐right use where
multifamily and mixed uses are permitted, including nonresidential zones permitting multifamily uses.Amendments will also be made to allow transitional and supportive housing, as defined in
Government Code Section 65582, to be permitted as a residential use in all zones allowing residentialuses and only subject to those restrictions that apply to other residential dwellings of the same typeD in the same zone.
Complete. The ordinanceamendments were adopted by
Council in January 2025.
Planning and
6.5 Alternate Housing Development Services General Fund Adopt ordinance amendments by January 2025
Amend by January 2025
Amend the PAMC to be consistent with Government Code sections 65660 et seq., which require a
Low Barrier Navigation center to be a use by‐right in areas zoned for mixed‐use and nonresidential
E zones permitting multifamily uses, provided specific requirements of the law are met.Amend the PAMC parking regulations for Homeless and Emergency Shelters and Navigation Centers
Complete. The ordinance
amendments were adopted by
Council in January 2025.
Planning and
6.5 Alternate Housing Development Services General Fund
to comply with Government Code section 65583, subdivision (a)(4)(A). Allow emergency shelters inthe ROLM(E) zone to be approved ministerially, without discretionary action, remove distance
requirements, adjust length of stay requirements, and ensure that the development standards for
F shelters are in compliance with statutory requirements
Complete. The ordinance
amendments were adopted by
Council in January 2025.
Planning and
6.5 Alternate Housing Development Services General Fund Amend by January 2025
Amend by January 2025
Amend the PAMC zoning code to ensure compliance with the Employee Housing Act (including
California Health and Safety Code sections 17021.5, 17021.6, and 17021.8) to state that farmworker
housing up to 36 beds or 12 units are to be permitted as an agricultural use and therefore “by right”in the AC and OS zones and no discretionary permit would be required of employee housing providing
accommodation for six or fewer employees if discretionary permits are not required of a familyG dwelling of the same type in the same zone.
Complete. The ordinance
amendments were adopted byCouncil in January 2025.Planning and6.5 Alternate Housing Development Services General Fund Outreach to 100 residents, housing providers, and
housing professionals. Prioritize neighborhoods
with lower income residents and cost burdened
Ongoing/Standard Operations.
The City has contracted with aDistribute educational materials to property owners, apartment managers, and tenants relative tofair housing requirements, regulations, and services via public counters, the City’s website, social
media, community announcements and in response to telephone inquires. Provide materials in
A English, Spanish, and Chinese.City will require affirmative marketing of all residential projects and will require developers to
renters, including at least 20 individuals in South fair housing services organization
Planning and General Fund Ventura and North of Downtown, adjacent to
Initiate first distribution by May 31, 2024 and implement annually thereafter. Menlo Park.
to conduct outreach and
distribute materials.6.6 Fair Housing
6.6 Fair Housing
Development Services and CDBG
advertise to under‐represented, socio‐economically sensitive communities (as defined in Appendix C,AFFH Analysis) along Alma Road to indicate the availability of housing units that meet affordable
B housing requirements.
Complete. Affirmative marketingInclusion of marketing materials as a condition of of residential projects is requiredPlanning and General Fund
Development Services and CDBG Develop policy and initiate by May 31, 2024.residential permit approvals Citywide.as a condition of approval.Improve assets in areas of lower opportunity andPrepare an area plan for the San Antonio Road Corridor, including the ROLM/GM Focus Area.
Collaborate with local organizations and residents to facilitate neighborhood planning that integrateshousing with safe multi‐modal transportation and provides access to amenities, parks and open
C space, placemaking improvements, and mitigations for environmental impacts.
in
areas projected for growth in lower incomehousing, along the San Antonio
Road corridor.
In Progress. Work has beeninitiated on the San Antonio AreaPlanning and
Development Services and CDBG
General Fund
6.6 Fair Housing Initiate work on area plan by December 31, 2024.Plan.Ongoing/Standard Operations.
The City has contracted with afair housing services organization
to support the public awarenessof related programs andopportunities.Ongoing/Standard Operations.The City has contracted with a
non‐profit service provider to
conduct compliance testing.Ongoing/Standard Operations.
The City continues to allocateCDBG funding to fair housing‐
related service providers.
Provide public announcements, via different media (e.g., social media, newspaper ads, and public
service announcements at local radio and television channels) related to fair housing programs andopportunities for Palo Alto residents. Public announcement will be provided in English, Spanish, andPlanning and
Development Services and CDBG
General Fund Provide biannual announcements during the
planning period.6.6 Fair Housing
6.6 Fair Housing
6.6 Fair Housing
D Chinese.Initiate in January 2024 and biannually thereafter.
Ongoing; maintain contract with non‐profit service providers.
Annually as part of the CBDG update.
Partner with non‐profit service providers to conduct random compliance testing of rental propertiesin South Ventura at least twice per year during the planning period. Refer individuals to State Fair
Employment and Housing, HUD Fair Housing and Equal Opportunity division, and other legal servicesE as appropriate
Aim to reduce fair housing complaints by
approximately 10 percent annually in the yearsfollowing implementation of this program.Planning andDevelopment Services and CDBGGeneral Fund
Planning and
Development Services and CDBG
General Fund Allocate annual funding for fair housing services through the Action Plan process for the use of CDBG
F funds.
Continue to require mixed‐income developments accessible to lower income residents citywide,
especially in high opportunity and resource‐rich areas through use of the City’s Below Market Rate
(BMR) requirements. Continue to give priority for use of Housing Trust Funds, development of city‐owned properties, and use of grant funding for housing to projects located in high opportunity and
G resource‐rich areas. Pursue additional funding sources, such as State grants.
Support the development of 1,556 units for very‐ Ongoing/Standard Operations.
low income, and 896 units for low‐income The City continues to enact itsOngoing as housing projects are proposed and City prepares notices of grant households in high opportunity and resource‐rich Below Market Rate HousingPlanning and
Development Services and CDBG
General Fund
6.6 Fair Housing
6.6 Fair Housing
funding.during the planning period.requirements.
Ongoing/Standard Operations.
The City continues to monitor
available funds and apply as
In addition to existing funding, develop or identify a source for the City to provide expanded funding
to non‐profit service providers. Ongoing and expanded funding will support efforts to addresshousing discrimination in the City, to conduct site tests, and to educate the general public on fair
H housing issues.
Planning and
Development Services and CDBG
General Fund Identify and, if applicable, prepare an application for new funding by Fall
2024.
Goal for expanded funding to reach an additional applicable, such as for the HCD
20 residents annually.Encampment Resolution Funding.
In Progress. A security depositlimit of 1.5x of monthly rent was
adopted by City Council in 2023.Just cause eviction protectionswere enacted by City Council in
2023. The City's Rental RegistryProgram implementation beganin 2024. Staff will receive
Adopt tenant protections to prevent anti‐displacement including the following: eviction reduction;rental registry program; security deposit limit; right to counsel. Specific proposals include: Fair Chance
Ordinance for persons with criminal records, self‐funded rental registry and survey program;
expanding AB 1482 protections to apply to new construction and limiting security deposits 1.5x ofmonthly rent for unfurnished units. Local relocation assistance requirements were significantly
I expanded in 2022.
Begin implementation in December 1, 2023 with implementation completed Develop a database for tracking tenant
by the following dates: June 2024 (Fair Chance Ordinance, rental registryprogram, eviction reduction and security deposit limit legislation) and
December 2027 (right to counsel)
displacement and evictions to establish baseline, additional direction on the aPlanning and General Fund trends, and develop policies that would reduce
unjust evictions.
potential Fair Chance Ordinance
in early 2025.6.6 Fair Housing Development Services and CDBG
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 53 Packet Pg. 73 of 246
Implementing
Objective #Program #Program Text Responsible Agency Funding Source Implementing Objective Time Frame Quantified Objective Status
As state law permits, require a 90‐day notice for a rent increase of 6% instead of the State’s 10%Planning and General Fund threshold for noticing. Provide educational materials to landlords and tenants as part of Programs 6.6 Begin implementation in December 1, 2023, with legislation adopted by June
6.6 Fair Housing Development Services and CDBG J A, B, D, and L.2024.Pending/Not Started.Ongoing/Standard Operations.
Promote Housing Choice Vouchers to support housing mobility by educating landlords about income
discrimination (i.e., Cannot post “NO Section 8” on applications), with a goal to increase acceptanceof Housing Choice Vouchers in high opportunity and high resource areas. Include educational
K materials as part of Programs 6.6 A, B, D, and L.
Assist 200 households annually or the number of The City has provided mailings
vouchers allocated under the housing choicevoucher program, including project‐based
vouchers
and workshops for landlords toprovide education regarding
income discrimination.
Planning and
Development Services and CDBG
General Fund
6.6 Fair Housing Ongoing
Ongoing/Standard Operations.The City has contracted with afair housing services organization
to educate tenants and landlordsthroughout the year. This
Work with non‐profit service providers and renter organizations to conduct an annual workshop in
the South Ventura and Downtown North neighborhoods to educate tenants and landlords about fairL housing requirements.
Aim to reduce fair housing complaints by
educating at least 20 tenants and landlordsannually
includes multiple workshops for
tenants and landlords regardingfair housing requirements.Ongoing/Standard Operations.
The City has contracted with afair housing services organization
to respond to discrimination
complaints and provide
Planning andDevelopment Services and CDBGGeneral Fund6.6 Fair Housing
6.6 Fair Housing
Ongoing, annually.
Ongoing.
Work with non‐profit service providers to respond to complaints of discrimination (i.e. intaking,
investigation of complaints, and resolution) within 3 days and follow up with information on theM resources and services available through fair housing services.Planning andDevelopment Services and CDBGGeneral Fund Aim to reduce fair housing complaints byensuring timely attention to complaints.mediation services.
Ongoing/Standard Operations.
The City has contracted with afair housing services organizationto educate tenants and landlords
throughout the year. This
Educate tenants and landlords about their rights and responsibilities related to relocation assistance
required by the City or state law in the event of an owner move‐in, Ellis Act eviction, or propertyredevelopment. Conduct one workshop for tenants and one workshop for landlords annually, in
N multiple languages
Planning and General Fund Aim to educate at least 20 tenants and landlords includes multiple workshops for
6.6 Fair Housing
6.6 Fair Housing
Development Services and CDBG Annually.
Ongoing
annually.tenants and landlords.Establish a complaint tracking system by June2024 through Code Enforcement with a goal of
minimizing complaints through outreach and
Ongoing/Standard Operations. A
complaint tracking system
education and of ensuring that all tenants receive through Code Enforcement is inPlanning and General Fund Enforce relocation payment required through imposition of liens in cases where landlords fail to payO required assistance.Development Services and CDBG required relocation payments place.
Ongoing/Standard Operations.The Planning and Development
Services Department regularlycommunicates with the HumanServices team. Collaborative
events are held to engage theCity's most vulnerable
populations, such as a May 2024
Resource Fair for the unhousedand their allies.
Partner with Human Services for community outreach with a focus on additional engagement totraditionally underrepresented groups. Meet with Human Services representatives bi‐annually to
formulate strategies aimed at engaging the City’s most vulnerable populations located in areas with
lower income households, particularly along Alma Street and Embarcadero Road northeast ofA Highway 101.Community Planning and Reach at least 20 households annually throughwork with Human Services.6.7 Outreach Program Development Services General Fund Bi‐annually; initiate first meeting by January 2024.
The City shall continue to facilitate opportunities for all residents and stakeholders to provide
meaningful and effective input on proposed planning activities early on and continuously throughoutplan development and the public review process. Outreach efforts to disadvantaged communities, ,
particularly areas with higher poverty rates (University Avenue and Downtown North, and South
Ventura neighborhood) and areas designated as moderate resource (along Embarcadero Roadnortheast of Highway 101) will be a priority. Engagement materials will be made available in multiple
B languages and the City will ensure that all public meetings are in locations accessible to all persons.
Ongoing/Standard Operations.
Increase public participation rates amongst City’s The City widely distributesunderrepresented groups by at least 20% by the materials for outreach efforts inCommunityPlanning and
6.7 Outreach Program Development Services General Fund Ongoing.end of the planning period.multiple languages.Ongoing/Standard Operations.Support the development of 1,556 units for very‐ Housing application and
low income, 896 units for low income, 1,013 units processing information is postedfor moderate income, and 2,621 above‐moderate on the City's website and isCommunityPlanning and Create a website that provides relevant housing application and processing information to the home
C building community.6.7 Outreach Program Development Services General Fund Complete by June 30, 2024 and update annually.households during the planning period.updated regularly.Ongoing/Standard Operations.Promote availability of lower‐income housing
opportunities to lower‐income residents
Information about housing
developments is posted on the
Community Planning and Promote general awareness of lower‐income housing availability by providing the location, type, and concentrated along Alma Street and Embarcadero City's website and updated6.7 Outreach Program Development Services General Fund D contact information of housing developments in the City on the website.Complete by January 15, 2024 and update annually Road northeast of Highway 101.regularly.
Community Planning and Develop language accessibility improvements to ensure residents with limited English proficiency
E have access to housing information.
Complete policy by January 15, 2025 and full implementation by December Promote housing opportunities to limited English
31, 2025. proficiency residents.6.7 Outreach Program Development Services General Fund Pending/Not Started.
Item 3
Attachment B - 2023-2031 Housing
Element Implementation Program
Status, 2024
Item 3: Staff Report Pg. 54 Packet Pg. 74 of 246
2023‐2031 Sixth Housing Element Cycle ‐ Regional Housing Needs Allocation Progress
Total Units Permitted by Year
YEAR 011
2023
0
YEAR 02 YEAR 03 YEAR 04 YEAR 05 YEAR 06 YEAR 07 YEAR 08 YEAR 09
TotalTotal Units
Permitted by
Income Level
RHNA Allocation
by Income Level
Remaining % of RHNA
RHNA by
Income Level
Income Level 2024 2025 2026 2027 2028 2029 2030 2031 Permitted
Deed Restricted
Non‐Deed Restricted
Deed Restricted
Non‐Deed Restricted
Deed Restricted
Non‐Deed Restricted
Deed Restricted
Non‐Deed Restricted
0
0
0
0
89
0
Extremely Low
Very Low
778
778
778
778
807
942
0.00%
0.00%
9.93%
7.01%
39
71
50 0Low896
71
0Moderate1,013
Above Moderate 2,621 159
269
126
176
1
1
286 2,335 10.91%
7.33%TOTALS 6,086 0 0 0 0 0 0 446 5,640
SB35 50% Affordability
Requirements Above Mod DU
Need
328
159
655
285
983
286
1,311 1,638 1,966 2,293 2,621
SB35 50% Affordability
Requirements CPA Above Mod
DU Permitted (Cumulative)
286 286 286 286 286
SB35 50% Affordability
Requirements Met/Not Met Not Met
127
Not Met Not Met Not Met Not Met Not Met Not Met Not Met
ADU Permitted by Year 122 1
Item 3
Attachment C - City's RHNA Progress
2024
Item 3: Staff Report Pg. 55 Packet Pg. 75 of 246
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City Council
Staff Report
From: City Manager
Report Type: CONSENT CALENDAR
Lead Department: Community Services
Meeting Date: February 24, 2025
Report #:2501-4039
TITLE
Approval of two Professional Services Contracts 1) Fairbank, Maslin, Maullin, Metz and
Associates (C25193598) in an Amount Not to Exceed $126,225 for Cubberley Project Public
Opinion Research Services for a Period of 20 Months, 2) The Lew Edwards Group(C25193673) in
an Amount Not to Exceed $138,375 for Public Communication Consulting Services related to
the November 2026 General Obligation Bond Ballot Measure for a Period of 20 Months, and
Approval of Budget Amendments in the General Fund and the Cubberley Property
Infrastructure Fund; CEQA Status - Not a Project
RECOMMENDATION
Staff recommends that Council:
1. Authorize the City Manager or designee to execute Contract No. C25193598
(Attachment A) with Fairbank, Maslin, Maullin, Metz and Associates, Inc. for Cubberley
Project and November 2026 ballot measure public opinion research services for a term
of 20 months and a total not-to-exceed $126,225, including $114,750 for basic services
and $11,475 for additional services;
2. Authorize the City Manager or designee to execute Contract No. C25193673
(Attachment B) with The Lew Edwards Group for strategy and communication
consultant services for a term of 20 months and a total not-to-exceed $138,375; and
3. Amend the Fiscal Year 2025 Budget Appropriation for:
a. General Fund (requires majority approval) by:
i. Increasing the transfer to the Cubberley Property Infrastructure Fund by
$165,712; and
ii. Decreasing the Real Property Investment Reserve by $165,712;
b. Cubberley Property Infrastructure Fund (requires 2/3 approval) by:
i. Increasing the transfer from the General Fund by $165,712; and
ii. Increasing the Cubberley Community Center Redevelopment Capital
Improvement Project (CB-26000) by $165,712.
Item 4
Item 4 Staff Report
Item 4: Staff Report Pg. 1 Packet Pg. 76 of 246
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Professional services contracts exceeding $85,000 shall be solicited by formal request for
proposals in accordance with Palo Alto Municipal Code (PAMC) 2.30.400, they may also be
exempted from competitive solicitation requirements under PAMC 2.30.360. In order to move
forward with stakeholder outreach efforts within the timeframe outlined in the workplan for
consideration of a ballot measure, an exemption to the competitive solicitation process was
approved by the City Manager under PAMC 2.030.360(b)(2) that the time necessary to
complete a competitive solicitation process would result in interference with the Council‘s
directed workplan.
FISCAL/RESOURCE IMPACT
The FY 2025 Adopted Budget included a reserve of $1.0 million to support real property
acquisition activities. Subsequent to the Council approval of the Memorandum of
Understanding (MOU) between the City of Palo Alto and the Palo Alto Unified School District for
the potential acquisition of an additional seven acres of land at the former Cubberly Site, the
Council has authorized $834,288 of this reserve leaving $165,712 remaining. Funding has been
allocated for the Cubberley Master Plan and the CEQA environmental review in alignment with
the original intention of the reserve.
The award of these two contracts, in total $264,600, will be partially funded by the remaining
funding in the Real Property Acquisition Reserve in FY 2025, bringing the reserve to zero, and
the remainder, to be spent in FY 2026 will be supported by the FY 2026 allocation of this
reserve, subject to the Council annual appropriation of funds through the budget process.
Additional costs expected to support this initiative include, but are not limited to, a municipal
financial advisor and outside counsel.
To ease tracking and enhance visibility, the Cubberley Property Infrastructure Fund Cubberley
Community Center Redevelopment Capital Improvement Project (CIP CB-26000) was
established and is where expenses related to this effort will continue to be consolidated.
STAKEHOLDER ENGAGEMENT
Stakeholder engagement is integrated through master plan development, constituent polling,
and stakeholder outreach. Staff, throughout the process and from previous conversations, has
solicited input from the City Council and stakeholders for Cubberley. Staff recommends that the
City Council authorize staff to engage with FM3 and The Lew Edwards Group to facilitate these
goals.
ENVIRONMENTAL REVIEW
The services in this report are not a project for the purposes of the California Environmental
Quality Act (CEQA) pursuant to CEQA regulation 15061(b)(3).
Item 4
Item 4 Staff Report
Item 4: Staff Report Pg. 3 Packet Pg. 78 of 246
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ATTACHMENTS
Attachment A: Fairbank, Maslin, Maullin, Metz & Associates Contract C25193598
Attachment B: The Lew Edwards Group Contract C25193673
APPROVED BY:
Kristen O'Kane, Community Services Director
Item 4
Item 4 Staff Report
Item 4: Staff Report Pg. 4 Packet Pg. 79 of 246
Professional Services Rev. Oct 16,2024 Page 1 of 21
CITY OF PALO ALTO CONTRACT NO. C25193598 AGREEMENT FOR PROFESSIONAL SERVICES BETWEEN THE CITY OF PALO ALTO AND FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES, INC. This Agreement for Professional Services (this “Agreement”) is entered into as of the 24th day of
February, 2025 (the “Effective Date”), by and between the CITY OF PALO ALTO, a California chartered municipal corporation (“CITY”), and FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES, INC., a California, located at 1999 Harrison Street, Suite 2020, Oakland, CA 94612 (“CONSULTANT”).
The following recitals are a substantive portion of this Agreement and are fully incorporated herein by this reference: RECITALS A. CITY intends to develop a Master Plan and place a General Obligation Bond Measure on
the November 2026 Election Ballot for the Cubberley Project (the “Project”) and desires to engage a consultant to assess and conduct research on public responses in connection with the Project (the “Services”, as detailed more fully in Exhibit A). B. CONSULTANT represents that it, its employees and subconsultants, if any, possess the
necessary professional expertise, qualifications, and capability, and all required licenses and/or certifications to provide the Services. C. CITY, in reliance on these representations, desires to engage CONSULTANT to provide
the Services as more fully described in Exhibit A, entitled “SCOPE OF SERVICES”.
NOW, THEREFORE, in consideration of the recitals, covenants, terms, and conditions, in this Agreement, the parties agree as follows:
SECTION 1. SCOPE OF SERVICES. CONSULTANT shall perform the Services described in Exhibit A in accordance with the terms and conditions contained in this Agreement. The performance of all Services shall be to the reasonable satisfaction of CITY.
SECTION 2. TERM. The term of this Agreement shall be from the effective date of this agreement through October 31, 2026, unless terminated earlier pursuant to Section 19 (Termination) of this Agreement.
SECTION 3. SCHEDULE OF PERFORMANCE. Time is of the essence in the performance of Services under this Agreement. CONSULTANT shall complete the Services within the term of
Docusign Envelope ID: C2AC55B8-CDC7-468F-B0F2-E5403F5B6120
Item 4
Attachment A - Fairbank,
Maslin, Maullin, Metz &
Associates Contract
C25193598
Item 4: Staff Report Pg. 5 Packet Pg. 80 of 246
Professional Services Rev. Oct 16,2024 Page 2 of 21
this Agreement and in accordance with the schedule set forth in Exhibit B, entitled “SCHEDULE OF PERFORMANCE”. Any Services for which times for performance are not specified in this Agreement shall be commenced and completed by CONSULTANT in a reasonably prompt and timely manner based upon the circumstances and direction communicated to the CONSULTANT. CITY’s agreement to extend the term or the schedule for performance shall not preclude recovery
of damages for delay if the extension is required due to the fault of CONSULTANT. SECTION 4. NOT TO EXCEED COMPENSATION. The compensation to be paid to CONSULTANT for performance of the Services shall be based on the compensation structure detailed in Exhibit C, entitled “COMPENSATION,” including any reimbursable expenses
specified therein, and the maximum total compensation shall not exceed One Hundred Fourteen Thousand Seven Hundred Fifty Dollars ($114,750). The hourly schedule of rates, if applicable, is set out in Exhibit C-1, entitled “SCHEDULE OF RATES.” Any work performed or expenses incurred for which payment would result in a total exceeding the maximum compensation set forth in this Section 4 shall be at no cost to the CITY.
Optional Additional Services Provision (This provision applies only if checked and a not-to-exceed compensation amount for Additional Services is allocated below under this Section 4.)
In addition to the not-to-exceed compensation specified above, CITY has set aside the not-to-exceed compensation amount of Eleven Thousand Four Hundred Seventy-Five Dollars ($11,475) for the performance of Additional Services (as defined below). The total compensation for performance of the Services, Additional Services and any reimbursable expenses specified in Exhibit C, shall not exceed One Hundred Twenty-Six Thousand Two Hundred Twenty-Five Dollars ($126,225), as detailed in Exhibit C. “Additional Services” means any work that is determined by CITY to be necessary for the proper completion of the Project, but which is not included within the Scope of Services
described at Exhibit A. CITY may elect to, but is not required to, authorize Additional
Services up to the maximum amount of compensation set forth for Additional Services in this Section 4. CONSULTANT shall provide Additional Services only by advanced, written authorization from CITY as detailed in this Section. Additional Services, if any, shall be authorized by CITY with a Task Order assigned and authorized by CITY’s Project
Manager, as identified in Section 13 (Project Management). Each Task Order shall be in
substantially the same form as Exhibit A-1, entitled “PROFESSIONAL SERVICES TASK ORDER”. Each Task Order shall contain a specific scope of services, schedule of performance and maximum compensation amount, in accordance with the provisions of this Agreement. Compensation for Additional Services shall be specified by CITY in the
Task Order, based on whichever is lowest: the compensation structure set forth in Exhibit
C, the hourly rates set forth in Exhibit C-1, or a negotiated lump sum. To accept a Task Order, CONSULTANT shall sign the Task Order and return it to CITY’s Project Manager within the time specified by the Project Manager, and upon authorization
by CITY (defined as counter-signature by the CITY Project Manager), the fully executed
Task Order shall become part of this Agreement. The cumulative total compensation to CONSULTANT for all Task Orders authorized under this Agreement shall not exceed the amount of compensation set forth for Additional Services in this Section 4.
Docusign Envelope ID: C2AC55B8-CDC7-468F-B0F2-E5403F5B6120
Item 4
Attachment A - Fairbank,
Maslin, Maullin, Metz &
Associates Contract
C25193598
Item 4: Staff Report Pg. 6 Packet Pg. 81 of 246
Professional Services Rev. Oct 16,2024 Page 3 of 21
CONSULTANT shall only be compensated for Additional Services performed under an authorized Task Order and only up to the maximum amount of compensation set forth for Additional Services in this Section 4. Performance of and payment for any Additional Services are subject to all requirements and restrictions in this Agreement. SECTION 5. INVOICES. In order to request payment, CONSULTANT shall submit monthly invoices to the CITY describing the Services performed and the applicable charges (including, if applicable, an identification of personnel who performed the Services, hours worked, hourly rates, and reimbursable expenses), based upon Exhibit C or, as applicable, CONSULTANT’s schedule of rates set forth in Exhibit C-1. If applicable, the invoice shall also describe the percentage of
completion of each task. The information in CONSULTANT’s invoices shall be subject to verification by CITY. CONSULTANT shall send all invoices to CITY’s Project Manager at the address specified in Section 13 (Project Management) below. CITY will generally process and pay invoices within thirty (30) days of receipt of an acceptable invoice. SECTION 6. QUALIFICATIONS/STANDARD OF CARE. All Services shall be performed by CONSULTANT or under CONSULTANT’s supervision. CONSULTANT represents that it, its employees and subcontractors, if any, possess the professional and technical personnel necessary to perform the Services required by this Agreement and that the personnel have sufficient skill and experience to perform the Services assigned to them. CONSULTANT
represents that it, its employees and subcontractors, if any, have and shall maintain during the term of this Agreement all licenses, permits, qualifications, insurance and approvals of whatever nature that are legally required to perform the Services. All Services to be furnished by CONSULTANT under this Agreement shall meet the professional standard and quality that prevail among professionals in the same discipline and of similar knowledge and skill engaged in related work
throughout California under the same or similar circumstances. SECTION 7. COMPLIANCE WITH LAWS. CONSULTANT shall keep itself informed of and in compliance with all federal, state and local laws, ordinances, regulations, and orders that
may affect in any manner the Project or the performance of the Services or those engaged to
perform Services under this Agreement, as amended from time to time. CONSULTANT shall procure all permits and licenses, pay all charges and fees, and give all notices required by law in the performance of the Services.
SECTION 8. ERRORS/OMISSIONS. CONSULTANT is solely responsible for costs,
including, but not limited to, increases in the cost of Services, arising from or caused by CONSULTANT’s errors and omissions, including, but not limited to, the costs of corrections such errors and omissions, any change order markup costs, or costs arising from delay caused by the errors and omissions or unreasonable delay in correcting the errors and omissions.
SECTION 9. COST ESTIMATES. If this Agreement pertains to the design of a public works project, CONSULTANT shall submit estimates of probable construction costs at each phase of design submittal. If the total estimated construction cost at any submittal exceeds the CITY’s stated construction budget by ten percent (10%) or more, CONSULTANT shall make
recommendations to CITY for aligning the Project design with the budget, incorporate CITY
approved recommendations, and revise the design to meet the Project budget, at no additional cost to CITY.
Docusign Envelope ID: C2AC55B8-CDC7-468F-B0F2-E5403F5B6120
Item 4
Attachment A - Fairbank,
Maslin, Maullin, Metz &
Associates Contract
C25193598
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SECTION 10. INDEPENDENT CONTRACTOR. CONSULTANT acknowledges and agrees that CONSULTANT and any agent or employee of CONSULTANT will act as and shall be deemed at all times to be an independent contractor and shall be wholly responsible for the manner in which CONSULTANT performs the Services requested by CITY under this Agreement. CONSULTANT and any agent or employee of CONSULTANT will not have employee status
with CITY, nor be entitled to participate in any plans, arrangements, or distributions by CITY pertaining to or in connection with any retirement, health or other benefits that CITY may offer its employees. CONSULTANT will be responsible for all obligations and payments, whether imposed by federal, state or local law, including, but not limited to, FICA, income tax withholdings, workers’ compensation, unemployment compensation, insurance, and other similar
responsibilities related to CONSULTANT’s performance of the Services, or any agent or employee of CONSULTANT providing same. Nothing in this Agreement shall be construed as creating an employment or agency relationship between CITY and CONSULTANT or any agent or employee of CONSULTANT. Any terms in this Agreement referring to direction from CITY shall be construed as providing for direction as to policy and the result of CONSULTANT’s
provision of the Services only, and not as to the means by which such a result is obtained. SECTION 11. ASSIGNMENT. The parties agree that the expertise and experience of CONSULTANT are material considerations for this Agreement. CONSULTANT shall not assign or transfer any interest in this Agreement nor the performance of any of CONSULTANT’s
obligations hereunder without the prior written approval of the City Manager. Any purported assignment made without the prior written approval of the City Manager will be void and without effect. Subject to the foregoing, the covenants, terms, conditions and provisions of this Agreement will apply to, and will bind, the heirs, successors, executors, administrators and assignees of the parties.
SECTION 12. SUBCONTRACTING. Option A: No Subcontractor: CONSULTANT shall not subcontract any portion of the
Services to be performed under this Agreement without the prior written authorization of the City
Manager or designee. In the event CONSULTANT does subcontract any portion of the work to be performed under this Agreement, CONSULTANT shall be fully responsible for all acts and omissions of subcontractors.
CONSULTANT shall be responsible for directing the work of any subcontractors and for any
compensation due to subcontractors. CITY assumes no responsibility whatsoever concerning compensation of subcontractors. CONSULTANT shall be fully responsible to CITY for all acts and omissions of subcontractors. CONSULTANT shall change or add subcontractors only with the prior written approval of the City Manager or designee.
SECTION 13. PROJECT MANAGEMENT. CONSULTANT will assign Dave Metz as the CONSULTANT’s Project Manager to have supervisory responsibility for the performance, progress, and execution of the Services and represent CONSULTANT during the day-to-day performance of the Services. If circumstances cause the substitution of the CONSULTANT’s
Project Manager or any other of CONSULTANT’s key personnel for any reason, the appointment
of a substitute Project Manager and the assignment of any key new or replacement personnel will be subject to the prior written approval of the CITY’s Project Manager. CONSULTANT, at CITY’s request, shall promptly remove CONSULTANT personnel who CITY finds do not
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perform the Services in an acceptable manner, are uncooperative, or present a threat to the adequate or timely completion of the Services or a threat to the safety of persons or property. CITY’s Project Manager is Christine Paras, Administrative Services Department, Administration Division, 250 Hamilton Avenue, 4th Floor, Palo Alto, CA, 94301, Telephone: (650) 329-2486.
CITY’s Project Manager will be CONSULTANT’s point of contact with respect to performance, progress and execution of the Services. CITY may designate an alternate Project Manager from time to time. SECTION 14. OWNERSHIP OF MATERIALS. All work product, including without
limitation, all writings, drawings, studies, sketches, photographs, plans, reports, specifications, computations, models, recordings, data, documents, and other materials and copyright interests developed under this Agreement, in any form or media, shall be and remain the exclusive property of CITY without restriction or limitation upon their use. CONSULTANT agrees that all copyrights which arise from creation of the work product pursuant to this Agreement are vested in CITY, and
CONSULTANT hereby waives and relinquishes all claims to copyright or other intellectual property rights in favor of CITY. Neither CONSULTANT nor its subcontractors, if any, shall make any of such work product available to any individual or organization without the prior written approval of the City Manager or designee. CONSULTANT makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the
Scope of Services. SECTION 15. AUDITS. CONSULTANT agrees to permit CITY and its authorized representatives to audit, at any reasonable time during the term of this Agreement and for four (4) years from the date of final payment, CONSULTANT’s records pertaining to matters covered by
this Agreement, including without limitation records demonstrating compliance with the requirements of Section 10 (Independent Contractor). CONSULTANT further agrees to maintain and retain accurate books and records in accordance with generally accepted accounting principles for at least four (4) years after the expiration or earlier termination of this Agreement or the
completion of any audit hereunder, whichever is later.
SECTION 16. INDEMNITY.
[Option B applies to any consultant who does not qualify as a design professional as defined in Civil Code Section 2782.8.] 16.1. To the fullest extent permitted by law, CONSULTANT shall indemnify, defend and hold harmless CITY, its Council members, officers, employees and agents (each an “Indemnified Party”) from and against any and all demands, claims, or liability of any nature, including death or injury to any person, property damage or any other
loss, including all costs and expenses of whatever nature including attorney’s fees, experts fees,
court costs and disbursements (“Claims”) resulting from, arising out of or in any manner related to performance or nonperformance by CONSULTANT, its officers, employees, agents or contractors under this Agreement, regardless of whether or not it is caused in part by an Indemnified Party.
16.2. Notwithstanding the above, nothing in this Section 16 shall be construed to require CONSULTANT to indemnify an Indemnified Party from a Claim arising from the active negligence or willful misconduct of an Indemnified Party that is not contributed to by any act of,
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or by any omission to perform a duty imposed by law or agreement by, CONSULTANT, its officers, employees, agents or contractors under this Agreement. 16.3. The acceptance of CONSULTANT’s Services and duties by CITY shall not operate as a waiver of the right of indemnification. The provisions of this Section 16 shall survive
the expiration or early termination of this Agreement. SECTION 17. WAIVERS. No waiver of a condition or nonperformance of an obligation under this Agreement is effective unless it is in writing in accordance with Section 29.4 of this Agreement. No delay or failure to require performance of any provision of this Agreement shall
constitute a waiver of that provision as to that or any other instance. Any waiver granted shall apply solely to the specific instance expressly stated. No single or partial exercise of any right or remedy will preclude any other or further exercise of any right or remedy. SECTION 18. INSURANCE.
18.1. CONSULTANT, at its sole cost and expense, shall obtain and maintain, in full force and effect during the term of this Agreement, the insurance coverage described in Exhibit D, entitled “INSURANCE REQUIREMENTS”. CONSULTANT and its contractors, if any, shall obtain a policy endorsement naming CITY as an additional insured under any general liability or
automobile policy or policies. 18.2. All insurance coverage required hereunder shall be provided through carriers with AM Best’s Key Rating Guide ratings of A-:VII or higher which are licensed or authorized to transact insurance business in the State of California. Any and all contractors of
CONSULTANT retained to perform Services under this Agreement will obtain and maintain, in full force and effect during the term of this Agreement, identical insurance coverage, naming CITY as an additional insured under such policies as required above.
18.3. Certificates evidencing such insurance shall be filed with CITY
concurrently with the execution of this Agreement. The certificates will be subject to the approval of CITY’s Risk Manager and will contain an endorsement stating that the insurance is primary coverage and will not be canceled, or materially reduced in coverage or limits, by the insurer except after filing with the Purchasing Manager thirty (30) days’ prior written notice of the cancellation
or modification. If the insurer cancels or modifies the insurance and provides less than thirty (30)
days’ notice to CONSULTANT, CONSULTANT shall provide the Purchasing Manager written notice of the cancellation or modification within two (2) business days of the CONSULTANT’s receipt of such notice. CONSULTANT shall be responsible for ensuring that current certificates evidencing the insurance are provided to CITY’s Chief Procurement Officer during the entire term
of this Agreement.
18.4. The procuring of such required policy or policies of insurance will not be construed to limit CONSULTANT’s liability hereunder nor to fulfill the indemnification provisions of this Agreement. Notwithstanding the policy or policies of insurance,
CONSULTANT will be obligated for the full and total amount of any damage, injury, or loss
caused by or directly arising as a result of the Services performed under this Agreement, including such damage, injury, or loss arising after the Agreement is terminated or the term has expired.
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SECTION 19. TERMINATION OR SUSPENSION OF AGREEMENT OR SERVICES. 19.1. The City Manager may suspend the performance of the Services, in whole or in part, or terminate this Agreement, with or without cause, by giving ten (10) days prior written notice thereof to CONSULTANT. If CONSULTANT fails to perform any of its material
obligations under this Agreement, in addition to all other remedies provided under this Agreement or at law, the City Manager may terminate this Agreement sooner upon written notice of termination. Upon receipt of any notice of suspension or termination, CONSULTANT will discontinue its performance of the Services on the effective date in the notice of suspension or termination.
19.2. In event of suspension or termination, CONSULTANT will deliver to the City Manager on or before the effective date in the notice of suspension or termination, any and all work product, as detailed in Section 14 (Ownership of Materials), whether or not completed, prepared by CONSULTANT or its contractors, if any, in the performance of this Agreement. Such
work product is the property of CITY, as detailed in Section 14 (Ownership of Materials). 19.3. In event of suspension or termination, CONSULTANT will be paid for the Services rendered and work products delivered to CITY in accordance with the Scope of Services up to the effective date in the notice of suspension or termination; provided, however, if this
Agreement is suspended or terminated on account of a default by CONSULTANT, CITY will be obligated to compensate CONSULTANT only for that portion of CONSULTANT’s Services provided in material conformity with this Agreement as such determination is made by the City Manager acting in the reasonable exercise of his/her discretion. The following Sections will survive any expiration or termination of this Agreement: 14, 15, 16, 17, 19.2, 19.3, 19.4, 20, 25,
27, 28, 29 and 30. 19.4. No payment, partial payment, acceptance, or partial acceptance by CITY will operate as a waiver on the part of CITY of any of its rights under this Agreement, unless made
in accordance with Section 17 (Waivers). SECTION 20. NOTICES. All notices hereunder will be given in writing and mailed, postage prepaid, by
certified mail, addressed as follows:
To CITY: Office of the City Clerk City of Palo Alto Post Office Box 10250
Palo Alto, CA 94303
With a copy to the Purchasing Manager To CONSULTANT: Attention of the Project Manager at the address of
CONSULTANT recited on the first page of this Agreement.
CONSULTANT shall provide written notice to CITY of any change of address.
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SECTION 21. CONFLICT OF INTEREST. 21.1. In executing this Agreement, CONSULTANT covenants that it presently has no interest, and will not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the Services.
21.2. CONSULTANT further covenants that, in the performance of this Agreement, it will not employ subcontractors or other persons or parties having such an interest. CONSULTANT certifies that no person who has or will have any financial interest under this Agreement is an officer or employee of CITY; this provision will be interpreted in accordance
with the applicable provisions of the Palo Alto Municipal Code and the Government Code of the State of California, as amended from time to time. CONSULTANT agrees to notify CITY if any conflict arises. 21.3. If the CONSULTANT meets the definition of a “Consultant” as defined by
the Regulations of the Fair Political Practices Commission, CONSULTANT will file the appropriate financial disclosure documents required by the Palo Alto Municipal Code and the Political Reform Act of 1974, as amended from time to time. SECTION 22. NONDISCRIMINATION; COMPLIANCE WITH ADA.
22.1. As set forth in Palo Alto Municipal Code Section 2.30.510, as amended from time to time, CONSULTANT certifies that in the performance of this Agreement, it shall not discriminate in the employment of any person due to that person’s race, skin color, gender, gender identity, age, religion, disability, national origin, ancestry, sexual orientation, pregnancy, genetic
information or condition, housing status, marital status, familial status, weight or height of such person. CONSULTANT acknowledges that it has read and understands the provisions of Section 2.30.510 of the Palo Alto Municipal Code relating to Nondiscrimination Requirements and the penalties for violation thereof, and agrees to meet all requirements of Section 2.30.510 pertaining
to nondiscrimination in employment.
22.2. CONSULTANT understands and agrees that pursuant to the Americans Disabilities Act (“ADA”), programs, services and other activities provided by a public entity to the public, whether directly or through a contractor or subcontractor, are required to be accessible
to the disabled public. CONSULTANT will provide the Services specified in this Agreement in a
manner that complies with the ADA and any other applicable federal, state and local disability rights laws and regulations, as amended from time to time. CONSULTANT will not discriminate against persons with disabilities in the provision of services, benefits or activities provided under this Agreement.
SECTION 23. ENVIRONMENTALLY PREFERRED PURCHASING AND ZERO WASTE REQUIREMENTS. CONSULTANT shall comply with the CITY’s Environmentally Preferred Purchasing policies which are available at CITY’s Purchasing Department, hereby incorporated by reference and as amended from time to time. CONSULTANT shall comply with
waste reduction, reuse, recycling and disposal requirements of CITY’s Zero Waste Program. Zero
Waste best practices include, first, minimizing and reducing waste; second, reusing waste; and, third, recycling or composting waste. In particular, CONSULTANT shall comply with the following Zero Waste requirements:
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(a) All printed materials provided by CONSULTANT to CITY generated from a personal computer and printer including but not limited to, proposals, quotes, invoices, reports, and public education materials, shall be double-sided and printed on a minimum of 30% or greater post-consumer content paper, unless otherwise approved by CITY’s Project Manager. Any submitted materials printed by a professional printing company shall be a minimum of 30% or
greater post-consumer material and printed with vegetable-based inks. (b) Goods purchased by CONSULTANT on behalf of CITY shall be purchased in accordance with CITY’s Environmental Purchasing Policy including but not limited to Extended Producer Responsibility requirements for products and packaging. A copy of this policy is on file at the Purchasing Department’s office.
(c) Reusable/returnable pallets shall be taken back by CONSULTANT, at no additional cost to CITY, for reuse or recycling. CONSULTANT shall provide documentation from the facility accepting the pallets to verify that pallets are not being disposed. SECTION 24. COMPLIANCE WITH PALO ALTO MINIMUM WAGE ORDINANCE.
CONSULTANT shall comply with all requirements of the Palo Alto Municipal Code Chapter 4.62 (Citywide Minimum Wage), as amended from time to time. In particular, for any employee otherwise entitled to the State minimum wage, who performs at least two (2) hours of work in a calendar week within the geographic boundaries of the City, CONSULTANT shall pay such employees no less than the minimum wage set forth in Palo Alto Municipal Code Section 4.62.030
for each hour worked within the geographic boundaries of the City of Palo Alto. In addition, CONSULTANT shall post notices regarding the Palo Alto Minimum Wage Ordinance in accordance with Palo Alto Municipal Code Section 4.62.060. SECTION 25. NON-APPROPRIATION. This Agreement is subject to the fiscal provisions of
the Charter of the City of Palo Alto and the Palo Alto Municipal Code, as amended from time to time. This Agreement will terminate without any penalty (a) at the end of any fiscal year in the event that funds are not appropriated for the following fiscal year, or (b) at any time within a fiscal year in the event that funds are only appropriated for a portion of the fiscal year and funds for this
Agreement are no longer available. This Section shall take precedence in the event of a conflict
with any other covenant, term, condition, or provision of this Agreement. SECTION 26. PREVAILING WAGES AND DIR REGISTRATION FOR PUBLIC WORKS CONTRACTS.
26.1. This Project is not subject to prevailing wages and related requirements. CONSULTANT is not required to pay prevailing wages and meet related requirements under the California Labor Code and California Code of Regulations in the performance and implementation of the Project if the contract:
(1) is not a public works contract;
(2) is for a public works construction project of $25,000 or less, per California Labor Code Sections 1782(d)(1), 1725.5(f) and 1773.3(j); or (3) is for a public works alteration, demolition, repair, or maintenance project of $15,000 or less, per California Labor Code Sections 1782(d)(1), 1725.5(f) and
1773.3(j).
SECTION 27. CLAIMS PROCEDURE FOR “9204 PUBLIC WORKS PROJECTS”. For purposes of this Section 27, a “9204 Public Works Project” means the erection, construction,
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alteration, repair, or improvement of any public structure, building, road, or other public improvement of any kind. (Cal. Pub. Cont. Code § 9204.) Per California Public Contract Code Section 9204, for Public Works Projects, certain claims procedures shall apply, as set forth in Exhibit F, entitled “Claims for Public Contract Code Section 9204 Public Works Projects”.
This Project is not a 9204 Public Works Project. SECTION 28. CONFIDENTIAL INFORMATION. 28.1. In the performance of this Agreement, CONSULTANT may have access to
CITY’s Confidential Information (defined below). CONSULTANT will hold Confidential Information in strict confidence, not disclose it to any third party, and will use it only for the performance of its obligations to CITY under this Agreement and for no other purpose. CONSULTANT will maintain reasonable and appropriate administrative, technical and physical safeguards to ensure the security, confidentiality and integrity of the Confidential Information.
Notwithstanding the foregoing, CONSULTANT may disclose Confidential Information to its employees, agents and subcontractors, if any, to the extent they have a need to know in order to perform CONSULTANT’s obligations to CITY under this Agreement and for no other purpose, provided that the CONSULTANT informs them of, and requires them to follow, the confidentiality and security obligations of this Agreement.
28.2. “Confidential Information” means all data, information (including without limitation “Personal Information” about a California resident as defined in Civil Code Section 1798 et seq., as amended from time to time) and materials, in any form or media, tangible or intangible, provided or otherwise made available to CONSULTANT by CITY, directly or
indirectly, pursuant to this Agreement. Confidential Information excludes information that CONSULTANT can show by appropriate documentation: (i) was publicly known at the time it was provided or has subsequently become publicly known other than by a breach of this Agreement; (ii) was rightfully in CONSULTANT’s possession free of any obligation of
confidence prior to receipt of Confidential Information; (iii) is rightfully obtained by
CONSULTANT from a third party without breach of any confidentiality obligation; (iv) is independently developed by employees of CONSULTANT without any use of or access to the Confidential Information; or (v) CONSULTANT has written consent to disclose signed by an authorized representative of CITY.
28.3. Notwithstanding the foregoing, CONSULTANT may disclose Confidential Information to the extent required by order of a court of competent jurisdiction or governmental body, provided that CONSULTANT will notify CITY in writing of such order immediately upon receipt and prior to any such disclosure (unless CONSULTANT is prohibited by law from doing
so), to give CITY an opportunity to oppose or otherwise respond to such order.
28.4. CONSULTANT will notify City promptly upon learning of any breach in the security of its systems or unauthorized disclosure of, or access to, Confidential Information in its possession or control, and if such Confidential Information consists of Personal Information,
CONSULTANT will provide information to CITY sufficient to meet the notice requirements of
Civil Code Section 1798 et seq., as applicable, as amended from time to time. 28.5. Prior to or upon termination or expiration of this Agreement,
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CONSULTANT will honor any request from the CITY to return or securely destroy all copies of Confidential Information. All Confidential Information is and will remain the property of the CITY and nothing contained in this Agreement grants or confers any rights to such Confidential Information on CONSULTANT.
28.6. If selected in Section 30 (Exhibits), this Agreement is also subject to the terms and conditions of the Information Privacy Policy and Cybersecurity Terms and Conditions. SECTION 29. MISCELLANEOUS PROVISIONS.
29.1. This Agreement will be governed by California law, without regard to its conflict of law provisions. 29.2. In the event that an action is brought, the parties agree that trial of such action will be vested exclusively in the state courts of California in the County of Santa Clara,
State of California. 29.3. The prevailing party in any action brought to enforce the provisions of this Agreement may recover its reasonable costs and attorneys’ fees expended in connection with that action. The prevailing party shall be entitled to recover an amount equal to the fair market value
of legal services provided by attorneys employed by it as well as any attorneys’ fees paid to third parties. 29.4. This Agreement, including all exhibits, constitutes the entire and integrated agreement between the parties with respect to the subject matter of this Agreement, and supersedes
all prior agreements, negotiations, representations, statements and undertakings, either oral or written. This Agreement may be amended only by a written instrument, which is signed by the authorized representatives of the parties and approved as required under Palo Alto Municipal Code, as amended from time to time.
29.5. If a court of competent jurisdiction finds or rules that any provision of this Agreement is void or unenforceable, the unaffected provisions of this Agreement will remain in full force and effect.
29.6. In the event of a conflict between the terms of this Agreement and the
exhibits hereto (per Section 30) or CONSULTANT’s proposal (if any), the Agreement shall control. In the event of a conflict between the exhibits hereto and CONSULTANT’s proposal (if any), the exhibits shall control.
29.7. The provisions of all checked boxes in this Agreement shall apply to this Agreement; the provisions of any unchecked boxes shall not apply to this Agreement. 29.8. All section headings contained in this Agreement are for convenience and reference only and are not intended to define or limit the scope of any provision of this Agreement.
29.9. This Agreement may be signed in multiple counterparts, which, when executed by the authorized representatives of the parties, shall together constitute a single binding agreement.
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SECTION 30. EXHIBITS. Each of the following exhibits, if the check box for such exhibit is selected below, is hereby attached and incorporated into this Agreement by reference as though fully set forth herein:
EXHIBIT A: SCOPE OF SERVICES EXHIBIT A-1 PROFESSIONAL SERVICES TASK ORDER EXHIBIT B: SCHEDULE OF PERFORMANCE EXHIBIT C: COMPENSATION EXHIBIT C-1: SCHEDULE OF RATES
EXHIBIT D: INSURANCE REQUIREMENTS THIS AGREEMENT IS NOT COMPLETE UNLESS ALL SELECTED EXHIBITS ARE ATTACHED.
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CONTRACT No. C25193598 SIGNATURE PAGE IN WITNESS WHEREOF, the parties hereto have by their duly authorized representatives executed this Agreement as of the date first above written.
CITY OF PALO ALTO
____________________________ City Manager
APPROVED AS TO FORM:
__________________________ City Attorney or designee
CONSULTANT FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES, INC.
Officer 1 By: ________________________________
Name: ______________________________ Title: _______________________________ Officer 2 By: ________________________________ Name: ______________________________
Title: _______________________________
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President
DAVID METZ
Partner and COO
Curt Below
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EXHIBIT A SCOPE OF SERVICES CONSULTANT shall provide the Services detailed in this Exhibit A, entitled “SCOPE OF
SERVICES”. Notwithstanding any provision herein to the contrary, CONSULTANT’s duties and services described in this Scope of Services shall not include preparing or assisting CITY with any portion of CITY’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with CITY. CITY shall at all times retain responsibility for public contracting, including with respect to any subsequent phase of this project.
CONSULTANT’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. CONSULTANT shall cooperate with CITY to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual, preliminary, or initial plans or specifications prepared by CONSULTANT pursuant to this Scope
of Services. CONSULTANT shall conduct research assessing potential approaches for the CITY to consider in the Cubberley Project and in the November 2026 election. Research will be performed as follows:
Task 1: CONSULTANT shall conduct surveys with the following specifications: Questionnaire: Three (3) 15-to 20-minute questionnaires to assess public reactions to
various components of a potential tax options. Work includes drafting polling outlines and questions, for staff, political strategy consultant, and City Council review, prior to conducting the surveys.
Methodology: Dual-mode survey obtaining interviews via cell phone, landline, email and
text message invitation Sample 400 to 600 voters likely to participate in the November 2026 election
Questionnaire 15 to 20 minutes
Community Engagement and Outreach for the Site Master Plan: a) A community needs survey to assess perceived need for funding for a community center,
and priorities in its design. This survey could also evaluate voter willingness to pay at the
household level for a new center. The survey could also track key community satisfaction questions such as quality of life, satisfaction with specific services, and/or approval ratings for specific departments, as well as any other topics of interest to the city.
Potential General Obligation Bond Measure:
b) A baseline survey to assess potential ballot measure language, willingness to pay at the household level, the importance of a range of project elements, and messaging for and
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against a measure. This could be conducted early in 2026. c) A tracking survey in the weeks before a ballot measure placement vote, assessing viability of the 75-word title and summary, tracking key perceptions, and messaging for and against a measure. A tracking survey is typically shorter than a baseline survey, and often has a slightly smaller sample size.
Task 2: Following completion of the survey, the CONSULTANT shall provide the following deliverables:
• A questionnaire with the topline results of the survey for easy reference. • A complete set of crosstabs in an easy-to-read, comprehensive format. • Verbatim responses to any open-ended questions. • A complete analysis of survey results in PowerPoint. • A presentation of the survey results.
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EXHIBIT A-1 PROFESSIONAL SERVICES TASK ORDER CONSULTANT shall perform the Services detailed below in accordance with all the terms and conditions of the Agreement referenced in Item 1A below. All exhibits referenced in Item 8 are incorporated into this Task Order by this reference. CONSULTANT shall furnish the necessary facilities,
professional, technical and supporting personnel required by this Task Order as described below. CONTRACT NO.
OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE) 1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE): 1B. TASK ORDER NO.: 2. CONSULTANT NAME: 3. PERIOD OF PERFORMANCE: START: COMPLETION: 4 TOTAL TASK ORDER PRICE: $__________________ BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT $_______________ 5. BUDGET CODE_______________ COST CENTER________________ COST ELEMENT______________ WBS/CIP__________ PHASE__________ 6. CITY PROJECT MANAGER’S NAME & DEPARTMENT:_____________________________________ 7. DESCRIPTION OF SCOPE OF SERVICES (Attachment A) MUST INCLUDE: SERVICES AND DELIVERABLES TO BE PROVIDED SCHEDULE OF PERFORMANCE MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable) REIMBURSABLE EXPENSES, if any (with “not to exceed” amount) 8. ATTACHMENTS: A: Task Order Scope of Services B (if any): _____________________________ I hereby authorize the performance of the work described in this Task Order. APPROVED: CITY OF PALO ALTO BY:____________________________________ Name __________________________________ Title___________________________________ Date ___________________________________
I hereby acknowledge receipt and acceptance of this Task Order and warrant that I have authority to sign on behalf of Consultant. APPROVED: COMPANY NAME: ______________________ BY:____________________________________ Name __________________________________ Title___________________________________ Date ___________________________________
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EXHIBIT B SCHEDULE OF PERFORMANCE CONSULTANT shall perform the Services so as to complete each milestone within the number of days/weeks specified below. The time to complete each milestone may be increased or
decreased by mutual written agreement of the Project Managers for CONSULTANT and CITY so long as all work is completed within the term of the Agreement. CONSULTANT shall provide a detailed schedule of work consistent with the schedule below within 2 weeks of receipt of the notice to proceed (“NTP”) from the CITY.
Milestones
Completion
Number of Days/Weeks (as specified below) from NTP
1. a. Assess Community Needs Summer 2025
2. b. Baseline for Potential Ballot Measure Winter 2025/2026 3. c. Tracking for Potential Ballot Measure Spring/Summer 2026
Optional Schedule of Performance Provision for On-Call or Additional Services Agreements. (This provision only applies if checked and only applies to on-call agreements per Section 1 or agreements with Additional Services per Section 4.)
The schedule of performance shall be as provided in the approved Task Order, as detailed in Section 1 (Scope of Services) in the case of on-call Services, or as detailed in Section 4 in the case of Additional Services, provided in all cases that the schedule of performance shall fall within the term as provided in Section 2 (Term) of this Agreement.
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EXHIBIT C COMPENSATION CITY agrees to compensate CONSULTANT for Services performed in accordance with the terms and conditions of this Agreement, and as set forth in the budget schedule below. Compensation
shall be calculated based on the rate schedule attached as Exhibit C-1 up to the not to exceed budget amount for each task set forth below. CITY’s Project Manager may approve in writing the transfer of budget amounts between any of the tasks or categories listed below, provided that the total compensation for the Services,
including any specified reimbursable expenses, and the total compensation for Additional Services (if any, per Section 4 of the Agreement) do not exceed the amounts set forth in Section 4 of this Agreement. CONSULTANT agrees to complete all Services, any specified reimbursable expenses, and
Additional Services (if any, per Section 4), within this/these amount(s). Any work performed or expenses incurred for which payment would result in a total exceeding the maximum amount of compensation set forth in this Agreement shall be at no cost to the CITY. BUDGET SCHEDULE
TASK NOT TO EXCEED AMOUNT Task 1 (a. Assess Community Needs) $38,250
Task 3 (b. Baseline for Potential Ballot Measure) $38,250
Task 4 (c. Tracking for Potential Ballot Measure) $38,250
Sub-total for Services $114,750
Reimbursable Expenses (if any) $0 Total for Services and Reimbursable Expenses $114,750
Additional Services (if any, per Section 4) $11,475
Maximum Total Compensation $126,225
REIMBURSABLE EXPENSES
CONSULTANT’S ordinary business expenses, such as administrative, overhead,
administrative support time/overtime, information systems, software and hardware, photocopying, telecommunications (telephone, internet), in-house printing, insurance and other ordinary business expenses, are included within the scope of payment for Services and are not reimbursable expenses hereunder.
Reimbursable expenses, if any are specified as reimbursable under this section, will be reimbursed at actual cost. The expenses (by type, e.g. travel) for which CONSULTANT will be reimbursed are: NONE up to the not-to-exceed amount of: $0.00.
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EXHIBIT C-1 SCHEDULE OF RATES
CONSULTANT’s schedule of rates is as follows:
Hourly Rate Tier
$230 Partner
$170 Senior Vice President
$145 Manager
$115 Senior Analyst/Researcher
$90 Analyst
$60 Administrative/Associate
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EXHIBIT D INSURANCE REQUIREMENTS
CONSULTANTS TO THE CITY OF PALO ALTO (CITY), AT THEIR SOLE EXPENSE, SHALL FOR THE TERM OF THE CONTRACT OBTAIN AND MAINTAIN INSURANCE IN THE AMOUNTS FOR THE COVERAGE SPECIFIED BELOW, AFFORDED BY COMPANIES WITH AM BEST’S KEY RATING OF A-:VII, OR HIGHER, LICENSED OR AUTHORIZED TO TRANSACT INSURANCE BUSINESS IN THE STATE OF CALIFORNIA. AWARD IS CONTINGENT ON COMPLIANCE WITH CITY’S INSURANCE REQUIREMENTS AS SPECIFIED HEREIN.
REQUIRED TYPE OF COVERAGE REQUIREMENT
MINIMUM LIMITS
EACH OCCURRENCE AGGREGATE
YES YES WORKER’S COMPENSATION EMPLOYER’S LIABILITY STATUTORY STATUTORY STATUTORY STATUTORY
YES
GENERAL LIABILITY, INCLUDING PERSONAL INJURY, BROAD FORM PROPERTY DAMAGE BLANKET CONTRACTUAL, AND FIRE LEGAL LIABILITY
BODILY INJURY PROPERTY DAMAGE BODILY INJURY & PROPERTY DAMAGE COMBINED.
$1,000,000 $1,000,000 $1,000,000
$1,000,000 $1,000,000 $1,000,000
YES
AUTOMOBILE LIABILITY, INCLUDING ALL OWNED, HIRED, NON-OWNED
BODILY INJURY - EACH PERSON - EACH OCCURRENCE PROPERTY DAMAGE BODILY INJURY AND PROPERTY DAMAGE, COMBINED
$1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000
$1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000
YES
PROFESSIONAL LIABILITY, INCLUDING, ERRORS AND OMISSIONS, MALPRACTICE (WHEN APPLICABLE), AND NEGLIGENT PERFORMANCE
ALL DAMAGES $1,000,000
YES
THE CITY OF PALO ALTO IS TO BE NAMED AS AN ADDITIONAL INSURED: CONSULTANT, AT ITS SOLE COST AND EXPENSE, SHALL OBTAIN AND MAINTAIN, IN FULL FORCE AND EFFECT THROUGHOUT THE ENTIRE TERM OF ANY RESULTANT AGREEMENT, THE INSURANCE COVERAGE HEREIN DESCRIBED, INSURING NOT ONLY CONSULTANT AND ITS SUBCONSULTANTS, IF ANY, BUT ALSO, WITH THE EXCEPTION OF WORKERS’ COMPENSATION, EMPLOYER’S LIABILITY AND PROFESSIONAL INSURANCE, NAMING AS ADDITIONAL INSUREDS CITY, ITS COUNCIL MEMBERS, OFFICERS, AGENTS, AND EMPLOYEES.
I. INSURANCE COVERAGE MUST INCLUDE: A. A CONTRACTUAL LIABILITY ENDORSEMENT PROVIDING INSURANCE COVERAGE FOR CONSULTANT’S AGREEMENT TO INDEMNIFY CITY. II. THE CONSULTANT MUST SUBMIT CERTIFICATES(S) OF INSURANCE EVIDENCING REQUIRED COVERAGE AT THE FOLLOWING EMAIL: PURCHASINGSUPPORT@CITYOFPALOALTO.ORG III. ENDORSEMENT PROVISIONS WITH RESPECT TO THE INSURANCE AFFORDED TO ADDITIONAL INSUREDS: A. PRIMARY COVERAGE WITH RESPECT TO CLAIMS ARISING OUT OF THE OPERATIONS OF THE NAMED INSURED, INSURANCE AS AFFORDED BY THIS POLICY IS PRIMARY AND IS NOT ADDITIONAL TO OR CONTRIBUTING WITH ANY OTHER INSURANCE CARRIED BY OR FOR THE BENEFIT OF THE ADDITIONAL INSUREDS.
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B. CROSS LIABILITY THE NAMING OF MORE THAN ONE PERSON, FIRM, OR CORPORATION AS INSUREDS UNDER THE POLICY SHALL NOT, FOR THAT REASON ALONE, EXTINGUISH ANY RIGHTS OF THE INSURED AGAINST ANOTHER, BUT THIS ENDORSEMENT, AND THE NAMING OF MULTIPLE INSUREDS, SHALL NOT INCREASE THE TOTAL LIABILITY OF THE COMPANY UNDER THIS POLICY. C. NOTICE OF CANCELLATION 1. IF THE POLICY IS CANCELED BEFORE ITS EXPIRATION DATE FOR ANY REASON OTHER THAN THE NON-PAYMENT OF PREMIUM, THE CONSULTANT SHALL PROVIDE CITY AT LEAST A THIRTY (30) DAY WRITTEN NOTICE BEFORE THE EFFECTIVE DATE OF CANCELLATION. 2. IF THE POLICY IS CANCELED BEFORE ITS EXPIRATION DATE FOR THE NON-PAYMENT OF PREMIUM, THE CONSULTANT SHALL PROVIDE CITY AT LEAST A TEN (10) DAY WRITTEN NOTICE BEFORE THE EFFECTIVE DATE OF CANCELLATION. EVIDENCE OF INSURANCE AND OTHER RELATED NOTICES ARE REQUIRED TO BE FILED WITH THE CITY OF PALO ALTO SENT TO THE FOLLOWING EMAIL: PURCHASINGSUPPORT@CITYOFPALOALTO.ORG
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Certificate Of Completion
Envelope Id: C2AC55B8-CDC7-468F-B0F2-E5403F5B6120 Status: Completed
Subject: Complete with Docusign: FINAL Contract C25193598 FM3 Polling.pdf
Source Envelope:
Document Pages: 21 Signatures: 2 Envelope Originator:
Certificate Pages: 2 Initials: 0 Alice Harrison
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
250 Hamilton Ave
Palo Alto , CA 94301
Alice.Harrison@CityofPaloAlto.org
IP Address: 199.33.32.254
Record Tracking
Status: Original
1/14/2025 1:39:27 PM
Holder: Alice Harrison
Alice.Harrison@CityofPaloAlto.org
Location: DocuSign
Security Appliance Status: Connected Pool: StateLocal
Storage Appliance Status: Connected Pool: City of Palo Alto Location: DocuSign
Signer Events Signature Timestamp
DAVID METZ
Dave@fm3research.com
President
Security Level: Email, Account Authentication
(None)Signature Adoption: Pre-selected Style
Using IP Address: 73.189.64.26
Sent: 1/14/2025 1:41:59 PM
Viewed: 1/14/2025 2:35:56 PM
Signed: 1/14/2025 2:36:14 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Curt Below
Curt@fm3research.com
Partner and COO
Security Level: Email, Account Authentication
(None)Signature Adoption: Drawn on Device
Using IP Address: 150.252.241.1
Sent: 1/14/2025 2:36:16 PM
Viewed: 1/14/2025 2:43:24 PM
Signed: 1/14/2025 2:43:39 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Carbon Copy Events Status Timestamp
Christine Paras
christine.paras@cityofpaloalto.org
Asst. Director Administrative Services
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Sent: 1/14/2025 2:43:41 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
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Carbon Copy Events Status Timestamp
Cayla Koga
cayla.koga@cityofpaloalto.org
Administrative Assistant
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Sent: 1/14/2025 2:43:42 PM
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 1/14/2025 1:41:59 PM
Certified Delivered Security Checked 1/14/2025 2:43:24 PM
Signing Complete Security Checked 1/14/2025 2:43:39 PM
Completed Security Checked 1/14/2025 2:43:42 PM
Payment Events Status Timestamps
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CITY OF PALO ALTO CONTRACT NO. C25193673 AGREEMENT FOR PROFESSIONAL SERVICES
BETWEEN THE CITY OF PALO ALTO AND THE LEW EDWARDS GROUP
This Agreement for Professional Services (this “Agreement”) is entered into as of the 24th day of February, 2025 (the “Effective Date”), by and between the CITY OF PALO ALTO, a California
chartered municipal corporation (“CITY”), and THE LEW EDWARDS GROUP, a California
corporation, located at 5454 Broadway, Oakland, CA 94618 (“CONSULTANT”). The following recitals are a substantive portion of this Agreement and are fully incorporated herein by this reference:
RECITALS
A. CITY intends to develop a Master Plan and place a General Obligation Bond Measure on the November 2026 Election Ballot for the Cubberley Project (the “Project”) and desires to engage a consultant to provide strategy and communication services in connection with the Project (the
“Services”, as detailed more fully in Exhibit A).
B. CONSULTANT represents that it, its employees and subconsultants, if any, possess the necessary professional expertise, qualifications, and capability, and all required licenses and/or certifications to provide the Services.
C. CITY, in reliance on these representations, desires to engage CONSULTANT to provide the Services as more fully described in Exhibit A, entitled “SCOPE OF SERVICES”. NOW, THEREFORE, in consideration of the recitals, covenants, terms, and conditions, in this
Agreement, the parties agree as follows:
SECTION 1. SCOPE OF SERVICES. CONSULTANT shall perform the Services described in Exhibit A in accordance with the terms and conditions contained in this Agreement. The
performance of all Services shall be to the reasonable satisfaction of CITY. SECTION 2. TERM. The term of this Agreement shall be from the effective date of this agreement through November
15, 2026 unless terminated earlier pursuant to Section 19 (Termination) of this Agreement.
SECTION 3. SCHEDULE OF PERFORMANCE. Time is of the essence in the performance of Services under this Agreement. CONSULTANT shall complete the Services within the term of this Agreement and in accordance with the schedule set forth in Exhibit B, entitled “SCHEDULE
OF PERFORMANCE”. Any Services for which times for performance are not specified in this
Agreement shall be commenced and completed by CONSULTANT in a reasonably prompt and timely manner based upon the circumstances and direction communicated to the CONSULTANT. CITY’s agreement to extend the term or the schedule for performance shall not preclude recovery
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of damages for delay if the extension is required due to the fault of CONSULTANT. SECTION 4. NOT TO EXCEED COMPENSATION. The compensation to be paid to CONSULTANT for performance of the Services shall be based on the compensation structure
detailed in Exhibit C, entitled “COMPENSATION,” including any reimbursable expenses
specified therein, and the maximum total compensation shall not exceed One Hundred Thirty Eight Thousand Three Hundred Seventy Five Dollars ($138,375). The hourly schedule of rates, if applicable, is set out in Exhibit C-1, entitled “SCHEDULE OF RATES.” Any work performed or expenses incurred for which payment would result in a total exceeding the maximum
compensation set forth in this Section 4 shall be at no cost to the CITY.
SECTION 5. INVOICES. In order to request payment, CONSULTANT shall submit monthly invoices to the CITY describing the Services performed and the applicable charges (including, if applicable, an identification of personnel who performed the Services, hours worked, hourly rates,
and reimbursable expenses), based upon Exhibit C or, as applicable, CONSULTANT’s schedule
of rates set forth in Exhibit C-1. If applicable, the invoice shall also describe the percentage of completion of each task. The information in CONSULTANT’s invoices shall be subject to verification by CITY. CONSULTANT shall send all invoices to CITY’s Project Manager at the address specified in Section 13 (Project Management) below. CITY will generally process and
pay invoices within thirty (30) days of receipt of an acceptable invoice.
SECTION 6. QUALIFICATIONS/STANDARD OF CARE. All Services shall be performed by CONSULTANT or under CONSULTANT’s supervision. CONSULTANT represents that it, its employees and subcontractors, if any, possess the professional and technical personnel
necessary to perform the Services required by this Agreement and that the personnel have
sufficient skill and experience to perform the Services assigned to them. CONSULTANT represents that it, its employees and subcontractors, if any, have and shall maintain during the term of this Agreement all licenses, permits, qualifications, insurance and approvals of whatever nature that are legally required to perform the Services. All Services to be furnished by CONSULTANT
under this Agreement shall meet the professional standard and quality that prevail among
professionals in the same discipline and of similar knowledge and skill engaged in related work throughout California under the same or similar circumstances. SECTION 7. COMPLIANCE WITH LAWS. CONSULTANT shall keep itself informed of
and in compliance with all federal, state and local laws, ordinances, regulations, and orders that
may affect in any manner the Project or the performance of the Services or those engaged to perform Services under this Agreement, as amended from time to time. CONSULTANT shall procure all permits and licenses, pay all charges and fees, and give all notices required by law in the performance of the Services.
SECTION 8. ERRORS/OMISSIONS. CONSULTANT is solely responsible for costs, including, but not limited to, increases in the cost of Services, arising from or caused by CONSULTANT’s errors and omissions, including, but not limited to, the costs of corrections such errors and omissions, any change order markup costs, or costs arising from delay caused by the
errors and omissions or unreasonable delay in correcting the errors and omissions.
SECTION 9. COST ESTIMATES. If this Agreement pertains to the design of a public works project, CONSULTANT shall submit estimates of probable construction costs at each phase of
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design submittal. If the total estimated construction cost at any submittal exceeds the CITY’s stated construction budget by ten percent (10%) or more, CONSULTANT shall make recommendations to CITY for aligning the Project design with the budget, incorporate CITY approved recommendations, and revise the design to meet the Project budget, at no additional cost
to CITY.
SECTION 10. INDEPENDENT CONTRACTOR. CONSULTANT acknowledges and agrees that CONSULTANT and any agent or employee of CONSULTANT will act as and shall be deemed at all times to be an independent contractor and shall be wholly responsible for the manner
in which CONSULTANT performs the Services requested by CITY under this Agreement.
CONSULTANT and any agent or employee of CONSULTANT will not have employee status with CITY, nor be entitled to participate in any plans, arrangements, or distributions by CITY pertaining to or in connection with any retirement, health or other benefits that CITY may offer its employees. CONSULTANT will be responsible for all obligations and payments, whether
imposed by federal, state or local law, including, but not limited to, FICA, income tax
withholdings, workers’ compensation, unemployment compensation, insurance, and other similar responsibilities related to CONSULTANT’s performance of the Services, or any agent or employee of CONSULTANT providing same. Nothing in this Agreement shall be construed as creating an employment or agency relationship between CITY and CONSULTANT or any agent
or employee of CONSULTANT. Any terms in this Agreement referring to direction from CITY
shall be construed as providing for direction as to policy and the result of CONSULTANT’s provision of the Services only, and not as to the means by which such a result is obtained. SECTION 11. ASSIGNMENT. The parties agree that the expertise and experience of
CONSULTANT are material considerations for this Agreement. CONSULTANT shall not assign
or transfer any interest in this Agreement nor the performance of any of CONSULTANT’s obligations hereunder without the prior written approval of the City Manager. Any purported assignment made without the prior written approval of the City Manager will be void and without effect. Subject to the foregoing, the covenants, terms, conditions and provisions of this Agreement
will apply to, and will bind, the heirs, successors, executors, administrators and assignees of the
parties. SECTION 12. SUBCONTRACTING.
Option A: No Subcontractor: CONSULTANT shall not subcontract any portion of the
Services to be performed under this Agreement without the prior written authorization of the City Manager or designee. In the event CONSULTANT does subcontract any portion of the work to be performed under this Agreement, CONSULTANT shall be fully responsible for all acts and omissions of subcontractors.
SECTION 13. PROJECT MANAGEMENT. CONSULTANT will assign Catherine Lew Email: catherine@lewedwardsgroup.com and Jennifer Longley Email: jennifer@lewedwardsgroup.com as the CONSULTANT’s Project Managers to have supervisory
responsibility for the performance, progress, and execution of the Services and represent
CONSULTANT during the day-to-day performance of the Services. If circumstances cause the substitution of the CONSULTANT’s Project Manager or any other of CONSULTANT’s key personnel for any reason, the appointment of a substitute Project Manager and the assignment of
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any key new or replacement personnel will be subject to the prior written approval of the CITY’s Project Manager. CONSULTANT, at CITY’s request, shall promptly remove CONSULTANT personnel who CITY finds do not perform the Services in an acceptable manner, are uncooperative, or present a threat to the adequate or timely completion of the Services or a threat to the safety of
persons or property.
CITY’s Project Manager is Christine Paras, Administrative Services Department, Administration Division, 250 Hamilton Avenue, 4th Floor, Palo Alto, CA, 94301, Telephone: (650) 329-2486. CITY’s Project Manager will be CONSULTANT’s point of contact with respect to performance,
progress and execution of the Services. CITY may designate an alternate Project Manager from
time to time. SECTION 14. OWNERSHIP OF MATERIALS. All final work product, including without limitation, all writings, drawings, studies, sketches, photographs, plans, reports, specifications,
computations, models, recordings, data, documents, and other materials and copyright interests
developed under this Agreement, in any form or media, shall be and remain the exclusive property of CITY without restriction or limitation upon their use. This provision specifically excludes CONSULTANT’S working notes and drafts which will be owned by CONSULTANT, provided however that CONSULTANT shall at all times comply with the confidentiality obligations of this
Agreement (which survive the Agreement’s expiration or termination) in relation to any such
working notes and drafts and CITY information contained therein. CONSULTANT agrees that all copyrights which arise from creation of the final work product pursuant to this Agreement are vested in CITY, and CONSULTANT hereby waives and relinquishes all claims to copyright or other intellectual property rights in favor of CITY. Neither CONSULTANT nor its subcontractors,
if any, shall make any of such work product available to any individual or organization without
the prior written approval of the City Manager or designee. CONSULTANT makes no representation of the suitability of the work product for use in or application to circumstances not contemplated by the Scope of Services.
SECTION 15. AUDITS. CONSULTANT agrees to permit CITY and its authorized
representatives to audit, at any reasonable time during the term of this Agreement and for four (4) years from the date of final payment, CONSULTANT’s records pertaining to matters covered by this Agreement, including without limitation records demonstrating compliance with the requirements of Section 10 (Independent Contractor). CONSULTANT further agrees to maintain
and retain accurate books and records in accordance with generally accepted accounting principles
for at least four (4) years after the expiration or earlier termination of this Agreement or the completion of any audit hereunder, whichever is later. SECTION 16. INDEMNITY.
[Option B applies to any consultant who does not qualify as a design professional as defined in Civil Code Section 2782.8.] 16.1. To the fullest extent permitted by law, CONSULTANT shall indemnify, defend and hold harmless CITY, its Council members, officers,
employees and agents (each an “Indemnified Party”) from and against any and all demands, claims,
or liability of any nature, including death or injury to any person, property damage or any other loss, including all costs and expenses of whatever nature including attorney’s fees, experts fees, court costs and disbursements (“Claims”) resulting from, arising out of or in any manner related
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to performance or nonperformance by CONSULTANT, its officers, employees, agents or contractors under this Agreement, regardless of whether or not it is caused in part by an Indemnified Party.
16.2. Notwithstanding the above, nothing in this Section 16 shall be construed to
require CONSULTANT to indemnify an Indemnified Party from a Claim arising from the active negligence or willful misconduct of an Indemnified Party that is not contributed to by any act of, or by any omission to perform a duty imposed by law or agreement by, CONSULTANT, its officers, employees, agents or contractors under this Agreement.
16.3. The acceptance of CONSULTANT’s Services and duties by CITY shall not operate as a waiver of the right of indemnification. The provisions of this Section 16 shall survive the expiration or early termination of this Agreement.
SECTION 17. WAIVERS. No waiver of a condition or nonperformance of an obligation under
this Agreement is effective unless it is in writing in accordance with Section 29.4 of this Agreement. No delay or failure to require performance of any provision of this Agreement shall constitute a waiver of that provision as to that or any other instance. Any waiver granted shall apply solely to the specific instance expressly stated. No single or partial exercise of any right or
remedy will preclude any other or further exercise of any right or remedy.
SECTION 18. INSURANCE. 18.1. CONSULTANT, at its sole cost and expense, shall obtain and maintain, in
full force and effect during the term of this Agreement, the insurance coverage described in Exhibit
D, entitled “INSURANCE REQUIREMENTS”. CONSULTANT and its contractors, if any, shall obtain a policy endorsement naming CITY as an additional insured under any general liability or automobile policy or policies.
18.2. All insurance coverage required hereunder shall be provided through
carriers with AM Best’s Key Rating Guide ratings of A-:VII or higher which are licensed or authorized to transact insurance business in the State of California. Any and all contractors of CONSULTANT retained to perform Services under this Agreement will obtain and maintain, in full force and effect during the term of this Agreement, identical insurance coverage, naming CITY
as an additional insured under such policies as required above.
18.3. Certificates evidencing such insurance shall be filed with CITY concurrently with the execution of this Agreement. The certificates will be subject to the approval of CITY’s Risk Manager and will contain an endorsement stating that the insurance is primary
coverage and will not be canceled, or materially reduced in coverage or limits, by the insurer except
after filing with the Purchasing Manager thirty (30) days’ prior written notice of the cancellation or modification. If the insurer cancels or modifies the insurance and provides less than thirty (30) days’ notice to CONSULTANT, CONSULTANT shall provide the Purchasing Manager written notice of the cancellation or modification within two (2) business days of the CONSULTANT’s
receipt of such notice. CONSULTANT shall be responsible for ensuring that current certificates
evidencing the insurance are provided to CITY’s Chief Procurement Officer during the entire term of this Agreement.
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18.4. The procuring of such required policy or policies of insurance will not be construed to limit CONSULTANT’s liability hereunder nor to fulfill the indemnification provisions of this Agreement. Notwithstanding the policy or policies of insurance, CONSULTANT will be obligated for the full and total amount of any damage, injury, or loss
caused by or directly arising as a result of the Services performed under this Agreement, including
such damage, injury, or loss arising after the Agreement is terminated or the term has expired. SECTION 19. TERMINATION OR SUSPENSION OF AGREEMENT OR SERVICES.
19.1. The City Manager may suspend the performance of the Services, in whole
or in part, or terminate this Agreement, with or without cause, by giving ten (10) days prior written notice thereof to CONSULTANT. If CONSULTANT fails to perform any of its material obligations under this Agreement, in addition to all other remedies provided under this Agreement or at law, the City Manager may terminate this Agreement sooner upon written notice of
termination. Upon receipt of any notice of suspension or termination, CONSULTANT will
discontinue its performance of the Services on the effective date in the notice of suspension or termination. 19.2. In event of suspension or termination, CONSULTANT will deliver to the
City Manager on or before the effective date in the notice of suspension or termination, any and
all work product, as detailed in Section 14 (Ownership of Materials), whether or not completed, prepared by CONSULTANT or its contractors, if any, in the performance of this Agreement. Such work product is the property of CITY, as detailed in Section 14 (Ownership of Materials).
19.3. In event of suspension or termination, CONSULTANT will be paid for the
Services rendered and work products delivered to CITY in accordance with the Scope of Services up to the effective date in the notice of suspension or termination; provided, however, if this Agreement is suspended or terminated on account of a default by CONSULTANT, CITY will be obligated to compensate CONSULTANT only for that portion of CONSULTANT’s Services
provided in material conformity with this Agreement as such determination is made by the City
Manager acting in the reasonable exercise of his/her discretion. The following Sections will survive any expiration or termination of this Agreement: 14, 15, 16, 17, 19.2, 19.3, 19.4, 20, 25, 27, 28, 29 and 30.
19.4. No payment, partial payment, acceptance, or partial acceptance by CITY
will operate as a waiver on the part of CITY of any of its rights under this Agreement, unless made in accordance with Section 17 (Waivers). SECTION 20. NOTICES.
All notices hereunder will be given in writing and mailed, postage prepaid, by certified mail, addressed as follows: To CITY: Office of the City Clerk
City of Palo Alto
Post Office Box 10250 Palo Alto, CA 94303
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With a copy to the Purchasing Manager To CONSULTANT: Attention of the Project Manager at the address of CONSULTANT recited on the first page of this Agreement.
CONSULTANT shall provide written notice to CITY of any change of address. SECTION 21. CONFLICT OF INTEREST.
21.1. In executing this Agreement, CONSULTANT covenants that it presently
has no interest, and will not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the Services. 21.2. CONSULTANT further covenants that, in the performance of this
Agreement, it will not employ subcontractors or other persons or parties having such an interest.
CONSULTANT certifies that no person who has or will have any financial interest under this Agreement is an officer or employee of CITY; this provision will be interpreted in accordance with the applicable provisions of the Palo Alto Municipal Code and the Government Code of the State of California, as amended from time to time. CONSULTANT agrees to notify CITY if any
conflict arises.
21.3. If the CONSULTANT meets the definition of a “Consultant” as defined by the Regulations of the Fair Political Practices Commission, CONSULTANT will file the appropriate financial disclosure documents required by the Palo Alto Municipal Code and the
Political Reform Act of 1974, as amended from time to time.
SECTION 22. NONDISCRIMINATION; COMPLIANCE WITH ADA. 22.1. As set forth in Palo Alto Municipal Code Section 2.30.510, as amended
from time to time, CONSULTANT certifies that in the performance of this Agreement, it shall not
discriminate in the employment of any person due to that person’s race, skin color, gender, gender identity, age, religion, disability, national origin, ancestry, sexual orientation, pregnancy, genetic information or condition, housing status, marital status, familial status, weight or height of such person. CONSULTANT acknowledges that it has read and understands the provisions of Section
2.30.510 of the Palo Alto Municipal Code relating to Nondiscrimination Requirements and the
penalties for violation thereof, and agrees to meet all requirements of Section 2.30.510 pertaining to nondiscrimination in employment. 22.2. CONSULTANT understands and agrees that pursuant to the Americans
Disabilities Act (“ADA”), programs, services and other activities provided by a public entity to
the public, whether directly or through a contractor or subcontractor, are required to be accessible to the disabled public. CONSULTANT will provide the Services specified in this Agreement in a manner that complies with the ADA and any other applicable federal, state and local disability rights laws and regulations, as amended from time to time. CONSULTANT will not discriminate
against persons with disabilities in the provision of services, benefits or activities provided under
this Agreement. SECTION 23. ENVIRONMENTALLY PREFERRED PURCHASING AND ZERO
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WASTE REQUIREMENTS. CONSULTANT shall comply with the CITY’s Environmentally Preferred Purchasing policies which are available at CITY’s Purchasing Department, hereby incorporated by reference and as amended from time to time. CONSULTANT shall comply with waste reduction, reuse, recycling and disposal requirements of CITY’s Zero Waste Program. Zero
Waste best practices include, first, minimizing and reducing waste; second, reusing waste; and,
third, recycling or composting waste. In particular, CONSULTANT shall comply with the following Zero Waste requirements: (a) All printed materials provided by CONSULTANT to CITY generated from a personal computer and printer including but not limited to, proposals, quotes, invoices, reports,
and public education materials, shall be double-sided and printed on a minimum of 30% or greater
post-consumer content paper, unless otherwise approved by CITY’s Project Manager. Any submitted materials printed by a professional printing company shall be a minimum of 30% or greater post-consumer material and printed with vegetable-based inks. (b) Goods purchased by CONSULTANT on behalf of CITY shall be purchased in
accordance with CITY’s Environmental Purchasing Policy including but not limited to Extended
Producer Responsibility requirements for products and packaging. A copy of this policy is on file at the Purchasing Department’s office. (c) Reusable/returnable pallets shall be taken back by CONSULTANT, at no additional cost to CITY, for reuse or recycling. CONSULTANT shall provide documentation from
the facility accepting the pallets to verify that pallets are not being disposed. SECTION 24. COMPLIANCE WITH PALO ALTO MINIMUM WAGE ORDINANCE. CONSULTANT shall comply with all requirements of the Palo Alto Municipal Code Chapter 4.62 (Citywide Minimum Wage), as amended from time to time. In particular, for any employee
otherwise entitled to the State minimum wage, who performs at least two (2) hours of work in a
calendar week within the geographic boundaries of the City, CONSULTANT shall pay such employees no less than the minimum wage set forth in Palo Alto Municipal Code Section 4.62.030 for each hour worked within the geographic boundaries of the City of Palo Alto. In addition, CONSULTANT shall post notices regarding the Palo Alto Minimum Wage Ordinance in
accordance with Palo Alto Municipal Code Section 4.62.060. SECTION 25. NON-APPROPRIATION. This Agreement is subject to the fiscal provisions of the Charter of the City of Palo Alto and the Palo Alto Municipal Code, as amended from time to time. This Agreement will terminate without any penalty (a) at the end of any fiscal year in the
event that funds are not appropriated for the following fiscal year, or (b) at any time within a fiscal
year in the event that funds are only appropriated for a portion of the fiscal year and funds for this Agreement are no longer available. This Section shall take precedence in the event of a conflict with any other covenant, term, condition, or provision of this Agreement.
SECTION 26. PREVAILING WAGES AND DIR REGISTRATION FOR PUBLIC WORKS CONTRACTS. 26.1. This Project is not subject to prevailing wages and related requirements. CONSULTANT is not required to pay prevailing wages and meet related
requirements under the California Labor Code and California Code of Regulations in the
performance and implementation of the Project if the contract: (1) is not a public works contract; (2) is for a public works construction project of $25,000 or less, per California
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Labor Code Sections 1782(d)(1), 1725.5(f) and 1773.3(j); or (3) is for a public works alteration, demolition, repair, or maintenance project of $15,000 or less, per California Labor Code Sections 1782(d)(1), 1725.5(f) and 1773.3(j).
SECTION 27. CLAIMS PROCEDURE FOR “9204 PUBLIC WORKS PROJECTS”. For purposes of this Section 27, a “9204 Public Works Project” means the erection, construction, alteration, repair, or improvement of any public structure, building, road, or other public improvement of any kind. (Cal. Pub. Cont. Code § 9204.) Per California Public Contract Code
Section 9204, for Public Works Projects, certain claims procedures shall apply, as set forth in
Exhibit F, entitled “Claims for Public Contract Code Section 9204 Public Works Projects”. This Project is not a 9204 Public Works Project.
SECTION 28. CONFIDENTIAL INFORMATION. 28.1. In the performance of this Agreement, CONSULTANT may have access to CITY’s Confidential Information (defined below). CONSULTANT will hold Confidential
Information in strict confidence, not disclose it to any third party, and will use it only for the
performance of its obligations to CITY under this Agreement and for no other purpose. CONSULTANT will maintain reasonable and appropriate administrative, technical and physical safeguards to ensure the security, confidentiality and integrity of the Confidential Information. Notwithstanding the foregoing, CONSULTANT may disclose Confidential Information to its
employees, agents and subcontractors, if any, to the extent they have a need to know in order to
perform CONSULTANT’s obligations to CITY under this Agreement and for no other purpose, provided that the CONSULTANT informs them of, and requires them to follow, the confidentiality and security obligations of this Agreement.
28.2. “Confidential Information” means all data, information (including without
limitation “Personal Information” about a California resident as defined in Civil Code Section 1798 et seq., as amended from time to time) and materials, in any form or media, tangible or intangible, provided or otherwise made available to CONSULTANT by CITY, directly or indirectly, pursuant to this Agreement. Confidential Information excludes information that
CONSULTANT can show by appropriate documentation: (i) was publicly known at the time it
was provided or has subsequently become publicly known other than by a breach of this Agreement; (ii) was rightfully in CONSULTANT’s possession free of any obligation of confidence prior to receipt of Confidential Information; (iii) is rightfully obtained by CONSULTANT from a third party without breach of any confidentiality obligation; (iv) is
independently developed by employees of CONSULTANT without any use of or access to the
Confidential Information; or (v) CONSULTANT has written consent to disclose signed by an authorized representative of CITY. 28.3. Notwithstanding the foregoing, CONSULTANT may disclose Confidential
Information to the extent required by order of a court of competent jurisdiction or governmental
body, provided that CONSULTANT will notify CITY in writing of such order immediately upon receipt and prior to any such disclosure (unless CONSULTANT is prohibited by law from doing so), to give CITY an opportunity to oppose or otherwise respond to such order.
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28.4. CONSULTANT will notify City promptly upon learning of any breach in the security of its systems or unauthorized disclosure of, or access to, Confidential Information in its possession or control, and if such Confidential Information consists of Personal Information,
CONSULTANT will provide information to CITY sufficient to meet the notice requirements of
Civil Code Section 1798 et seq., as applicable, as amended from time to time. 28.5. Prior to or upon termination or expiration of this Agreement, CONSULTANT will honor any request from the CITY to return or securely destroy all copies of
Confidential Information. All Confidential Information is and will remain the property of the CITY
and nothing contained in this Agreement grants or confers any rights to such Confidential Information on CONSULTANT. 28.6. If selected in Section 30 (Exhibits), this Agreement is also subject to the
terms and conditions of the Information Privacy Policy and Cybersecurity Terms and Conditions.
SECTION 29. MISCELLANEOUS PROVISIONS. 29.1. This Agreement will be governed by California law, without regard to its
conflict of law provisions.
29.2. In the event that an action is brought, the parties agree that trial of such action will be vested exclusively in the state courts of California in the County of Santa Clara, State of California.
29.3. The prevailing party in any action brought to enforce the provisions of this Agreement may recover its reasonable costs and attorneys’ fees expended in connection with that action. The prevailing party shall be entitled to recover an amount equal to the fair market value of legal services provided by attorneys employed by it as well as any attorneys’ fees paid to third
parties.
29.4. This Agreement, including all exhibits, constitutes the entire and integrated agreement between the parties with respect to the subject matter of this Agreement, and supersedes all prior agreements, negotiations, representations, statements and undertakings, either oral or
written. This Agreement may be amended only by a written instrument, which is signed by the
authorized representatives of the parties and approved as required under Palo Alto Municipal Code, as amended from time to time. 29.5. If a court of competent jurisdiction finds or rules that any provision of this
Agreement is void or unenforceable, the unaffected provisions of this Agreement will remain in
full force and effect. 29.6. In the event of a conflict between the terms of this Agreement and the exhibits hereto (per Section 30) or CONSULTANT’s proposal (if any), the Agreement shall
control. In the event of a conflict between the exhibits hereto and CONSULTANT’s proposal (if
any), the exhibits shall control.
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29.7. The provisions of all checked boxes in this Agreement shall apply to this Agreement; the provisions of any unchecked boxes shall not apply to this Agreement. 29.8. All section headings contained in this Agreement are for convenience and reference only and are not intended to define or limit the scope of any provision of this Agreement.
29.9. This Agreement may be signed in multiple counterparts, which, when executed by the authorized representatives of the parties, shall together constitute a single binding agreement.
SECTION 30. EXHIBITS. Each of the following exhibits, if the check box for such exhibit is
selected below, is hereby attached and incorporated into this Agreement by reference as though fully set forth herein: EXHIBIT A: SCOPE OF SERVICES EXHIBIT B: SCHEDULE OF
PERFORMANCE
EXHIBIT C: COMPENSATION EXHIBIT C-1: SCHEDULE OF RATES EXHIBIT D: INSURANCE REQUIREMENTS
THIS AGREEMENT IS NOT COMPLETE UNLESS ALL SELECTED EXHIBITS
ARE ATTACHED.
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CONTRACT No. C25193673 SIGNATURE PAGE IN WITNESS WHEREOF, the parties hereto have by their duly authorized representatives
executed this Agreement as of the date first above written.
CITY OF PALO ALTO
____________________________ City Manager
APPROVED AS TO FORM:
__________________________
City Attorney or designee
THE LEW EDWARDS GROUP Officer 1
By: ________________________________
Name: ______________________________ Title: _______________________________
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Catherine Lew
President
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EXHIBIT A SCOPE OF SERVICES
CONSULTANT shall provide the Services detailed in this Exhibit A, entitled “SCOPE OF
SERVICES”. Notwithstanding any provision herein to the contrary, CONSULTANT’s duties and services described in this Scope of Services shall not include preparing or assisting CITY with any portion of CITY’s preparation of a request for proposals, request for qualifications, or any other solicitation regarding a subsequent or additional contract with CITY. CITY shall at all times retain
responsibility for public contracting, including with respect to any subsequent phase of this project.
CONSULTANT’s participation in the planning, discussions, or drawing of project plans or specifications shall be limited to conceptual, preliminary, or initial plans or specifications. CONSULTANT shall cooperate with CITY to ensure that all bidders for a subsequent contract on any subsequent phase of this project have access to the same information, including all conceptual,
preliminary, or initial plans or specifications prepared by CONSULTANT pursuant to this Scope
of Services. CONSULTANT will provide strategy, outreach, and communication services related to the
Cubberley Project and November 2026 ballot measure, including timely response and support as
needed, including but not limited to: Feasibility Assessment Conduct a thorough assessment of the local election landscape, analyze recent election practices,
trends, and results, and work with the City’s polling consultant to design a statistically reliable
opinion survey of the City’s local voters. - Develop potential strategies to meet project funding needs to be tested in polling. - Collaborate with polling consultant to design, conduct and analyze one or more opinion
surveys of voters.
- Conduct a demographic analysis of voters in Palo Alto and analyze how they break into sub-groups by age, ethnicity, political party, length of residency and other criteria potentially impacting the viability of the project. - Analyze past election results in Palo Alto and the region to understand voter turnout
trends and other relevant voting patterns.
Awareness Building Develop and implement an informational communication plan to raise awareness of the Cubberley Project and funding needs. Coordinate with CITY to write all copy and either refer
vendors for City to include on its procurement list, or facilitate/coordinate design/production
vendors with expertise in public agency projects who are within City’s project budget for services such as graphic design, printing and mailing, online or media advertising. These production expenses are to be budgeted for separately by the City outside of Consultant’s professional fee.
- Develop informational messaging and fact sheets to be distributed in the community - Provide talking points, frequently asked questions, and message training to city leaders who will be interfacing with the public on this issue.
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- Provide content related to your funding needs and proposed measure to be added to the City website, used in social media, and/or included in email updates and newsletters - Prepare presentations for public and community meetings - Write, design, and produce mailings and advertising to inform local residents if requested
by City (actual design and production expenses are in addition to Consultant’s
professional feee) - Develop strategies and plans to inform external groups including elected leaders, business leaders, neighborhood leaders, and others
Measure Development
Based on the results of the feasibility assessment and community input received during the awareness building efforts, work with CITY to develop measure for the ballot that it is closely aligned with the community’s priorities and sensitivities. CONSULTANT will work with financial advisors, legal advisors and other experts to accomplish this work, including:
- Recommend the final bond amount, tax rate and other measure components. - Refine the final funding plans to reflect community priorities and ensuring projects eligible for funding are described in clear language that the general public will understand.
- Coordinate with legal counsel to develop the 75-word ballot question and to develop and
refine all language that will appear in the ballot pamphlet mailed to all voters. - Work with City staff and local elections officials for timely, complete measure placement needs.
Legal services or advice is not within Consultant’s scope of services.
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EXHIBIT B SCHEDULE OF PERFORMANCE CONSULTANT shall perform the Services as specified in Exhibit “A” Scope of Services during
the term defined in Section 2 of this Agreement on the timeline for specific tasks as specified by
the CITY’s Project Manager after consultation with CONSULTANT.
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EXHIBIT C COMPENSATION CITY agrees to compensate CONSULTANT for Services performed in accordance with the terms
and conditions of this Agreement, and as set forth in the budget schedule below. Compensation
shall be calculated based on the rate schedule attached as Exhibit C-1 up to the not to exceed budget amount for each task set forth below. CITY’s Project Manager may approve in writing the transfer of budget amounts between any of
the tasks or categories listed below, provided that the total compensation for the Services,
including any specified reimbursable expenses, and the total compensation for Additional Services (if any, per Section 4 of the Agreement) do not exceed the amounts set forth in Section 4 of this Agreement.
CONSULTANT agrees to complete all Services, any specified reimbursable expenses, and
Additional Services (if any, per Section 4), within this/these amount(s). Any work performed or expenses incurred for which payment would result in a total exceeding the maximum amount of compensation set forth in this Agreement shall be at no cost to the CITY.
BUDGET SCHEDULE
TASK NOT TO EXCEED AMOUNT Task 1 (Consulting Services per Exhibit A) $138,375
Sub-total for Services $138,375
Reimbursable Expenses (if any) $0
Total for Services and Reimbursable Expenses $138,375 Additional Services (if any, per Section 4) $0 Maximum Total Compensation $138,375
REIMBURSABLE EXPENSES CONSULTANT’S ordinary business expenses, such as administrative, overhead, administrative support time/overtime, information systems, software and hardware,
photocopying, telecommunications (telephone, internet), in-house printing, insurance and
other ordinary business expenses, are included within the scope of payment for Services and are not reimbursable expenses hereunder. Reimbursable expenses, if any are specified as reimbursable under this section, will be
reimbursed at actual cost. The expenses (by type, e.g. travel) for which CONSULTANT will
be reimbursed are: NONE up to the not-to-exceed amount of: $0.00.
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EXHIBIT C-1 SCHEDULE OF RATES
CONSULTANT’s schedule of rates is as follows:
For CONSULTANT’s Lead Consulting and Communications services, the fee is Six Thousand Three Hundred Seventy Five Dollars ($6,750) per month, commencing March 1, 2025 and ending on November 15, 2026 with the month of November 2026 to be prorated to half the
monthly fee, or Three Thousand Seven Hundred Fifty Dollars ($3,375).
Fees are due and payable in accordance with Section 5 (Invoices) of this Agreement. Fees to not include other hard PROJECT costs such as graphic design, translation, printing, bulk
postage, mail house processing fees, or digital media buys, which will be budgeted separately by
CITY throughout the PROJECT.
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EXHIBIT D INSURANCE REQUIREMENTS
CONSULTANTS TO THE CITY OF PALO ALTO (CITY), AT THEIR SOLE EXPENSE, SHALL FOR THE TERM OF THE CONTRACT OBTAIN AND MAINTAIN INSURANCE IN THE AMOUNTS FOR THE COVERAGE SPECIFIED BELOW, AFFORDED BY COMPANIES WITH AM BEST’S KEY RATING OF A-:VII, OR HIGHER, LICENSED OR AUTHORIZED TO TRANSACT INSURANCE BUSINESS IN THE STATE OF CALIFORNIA. AWARD IS CONTINGENT ON COMPLIANCE WITH CITY’S INSURANCE REQUIREMENTS AS SPECIFIED HEREIN.
REQUIRED TYPE OF COVERAGE REQUIREMENT
MINIMUM LIMITS
EACH OCCURRENCE AGGREGATE
YES YES WORKER’S COMPENSATION EMPLOYER’S LIABILITY STATUTORY STATUTORY STATUTORY STATUTORY
YES
GENERAL LIABILITY, INCLUDING PERSONAL INJURY, BROAD FORM PROPERTY DAMAGE BLANKET CONTRACTUAL, AND FIRE LEGAL LIABILITY
BODILY INJURY PROPERTY DAMAGE BODILY INJURY & PROPERTY DAMAGE COMBINED.
$1,000,000 $1,000,000 $1,000,000
$1,000,000 $1,000,000 $1,000,000
YES
AUTOMOBILE LIABILITY, INCLUDING ALL OWNED, HIRED, NON-OWNED
BODILY INJURY - EACH PERSON - EACH OCCURRENCE PROPERTY DAMAGE BODILY INJURY AND PROPERTY DAMAGE, COMBINED
$1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000
$1,000,000 $1,000,000 $1,000,000 $1,000,000 $1,000,000
YES
PROFESSIONAL LIABILITY, INCLUDING, ERRORS AND OMISSIONS, MALPRACTICE (WHEN APPLICABLE), AND NEGLIGENT PERFORMANCE
ALL DAMAGES $1,000,000
YES
THE CITY OF PALO ALTO IS TO BE NAMED AS AN ADDITIONAL INSURED: CONSULTANT, AT ITS SOLE COST AND EXPENSE, SHALL OBTAIN AND MAINTAIN, IN FULL FORCE AND EFFECT THROUGHOUT THE ENTIRE TERM OF ANY RESULTANT AGREEMENT, THE INSURANCE COVERAGE HEREIN DESCRIBED, INSURING NOT ONLY CONSULTANT AND ITS SUBCONSULTANTS, IF ANY, BUT ALSO, WITH THE EXCEPTION OF WORKERS’ COMPENSATION, EMPLOYER’S LIABILITY AND PROFESSIONAL INSURANCE, NAMING AS ADDITIONAL INSUREDS CITY, ITS COUNCIL MEMBERS, OFFICERS, AGENTS, AND EMPLOYEES.
I. INSURANCE COVERAGE MUST INCLUDE: A. A CONTRACTUAL LIABILITY ENDORSEMENT PROVIDING INSURANCE COVERAGE FOR CONSULTANT’S AGREEMENT TO INDEMNIFY CITY. II. THE CONSULTANT MUST SUBMIT CERTIFICATES(S) OF INSURANCE EVIDENCING REQUIRED COVERAGE AT THE FOLLOWING EMAIL: PURCHASINGSUPPORT@CITYOFPALOALTO.ORG III. ENDORSEMENT PROVISIONS WITH RESPECT TO THE INSURANCE AFFORDED TO ADDITIONAL INSUREDS: A. PRIMARY COVERAGE WITH RESPECT TO CLAIMS ARISING OUT OF THE OPERATIONS OF THE NAMED INSURED, INSURANCE AS AFFORDED BY THIS POLICY IS PRIMARY AND IS NOT ADDITIONAL TO OR CONTRIBUTING WITH ANY OTHER INSURANCE CARRIED BY OR FOR THE BENEFIT OF THE ADDITIONAL INSUREDS.
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B. CROSS LIABILITY THE NAMING OF MORE THAN ONE PERSON, FIRM, OR CORPORATION AS INSUREDS UNDER THE POLICY SHALL NOT, FOR THAT REASON ALONE, EXTINGUISH ANY RIGHTS OF THE INSURED AGAINST ANOTHER, BUT THIS ENDORSEMENT, AND THE NAMING OF MULTIPLE INSUREDS, SHALL NOT INCREASE THE TOTAL LIABILITY OF THE COMPANY UNDER THIS POLICY. C. NOTICE OF CANCELLATION 1. IF THE POLICY IS CANCELED BEFORE ITS EXPIRATION DATE FOR ANY REASON OTHER THAN THE NON-PAYMENT OF PREMIUM, THE CONSULTANT SHALL PROVIDE CITY AT LEAST A THIRTY (30) DAY WRITTEN NOTICE BEFORE THE EFFECTIVE DATE OF CANCELLATION. 2. IF THE POLICY IS CANCELED BEFORE ITS EXPIRATION DATE FOR THE NON-PAYMENT OF PREMIUM, THE CONSULTANT SHALL PROVIDE CITY AT LEAST A TEN (10) DAY WRITTEN NOTICE BEFORE THE EFFECTIVE DATE OF CANCELLATION. EVIDENCE OF INSURANCE AND OTHER RELATED NOTICES ARE REQUIRED TO BE FILED WITH THE CITY OF PALO ALTO SENT TO THE FOLLOWING EMAIL: PURCHASINGSUPPORT@CITYOFPALOALTO.ORG
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City Council
Staff Report
From: City Attorney
Report Type: CONSENT CALENDAR
Lead Department: City Attorney
Meeting Date: February 24, 2025
Report #:2501-4053
TITLE
Authorization to Execute an Amendment to Legal Services Contract Number S23186556 with
Law Office of Clare Gibson in the Amount of $75,000 for Construction Claims Dispute Resolution
and Defense regarding the Public Safety Building, for a Total Not-to-Exceed Amount of
$310,000; CEQA Status – Not a Project.
RECOMMENDATION
Staff recommends that the City Council authorize the City Attorney or their designee to amend
Contract S23186556 with the Law Office of Clare Gibson to increase compensation by $75,000
for construction claims dispute resolution and defense regarding the Public Safety Building. This
amendment results in a revised total contract not-to-exceed amount of $310,000.
BACKGROUND
Law Office of Clare Gibson is a law office representing cities in public contract, procurement
and construction law.
In September 2022, the City entered into a three-year agreement (S23186556) with the Law
Office of Clare Gibson to represent the City with respect to disputes regarding the construction
of the Public Safety Building. Legal services contracts are exempt from competitive solicitation
requirements under PAMC Sec. 2.30.360(g).
Staff now seeks authority to increase the contract amount by $75,000, which will bring the new
not to exceed amount to $310,000. Dispute resolution and defense is continuing in this matter.
FISCAL/RESOURCE IMPACT
Funding for this contract amendment does not require additional budgetary authority as it can
be accommodated within existing appropriated funds.
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STAKEHOLDER ENGAGEMENT
The City Attorney’s Office works closely with the City Manager and department personnel on
dispute resolution and defense.
ENVIRONMENTAL REVIEW
Council action on this item is not a project requiring environmental review under the California
Environmental Quality Act (CEQA) because amendment of a legal services contract is an
administrative activity that will not result in direct or indirect physical changes in
the environment not a project requiring environmental review under (See CEQA Guidelines
15378(b)(5)).
APPROVED BY:
Molly Stump, City Attorney
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City Council
Staff Report
Report Type: CONSENT CALENDAR
Lead Department: City Clerk
Meeting Date: February 24, 2025
Report #:2502-4135
TITLE
Approval of Use of City Facilities and Staff Time to Support Santa Clara Valley Transportation
Authority Palo Alto Mobility Hub Meetings and Peninsula Corridor Joint Powers Board/Caltrain
Board of Directors Meeting; CEQA status – not a project.
RECOMMENDATION
Staff recommends the City Council approve the use of City Facilities and Staff Time to support
Valley Transportation (VTA) Palo Alto Mobility Hub meetings and a Peninsula Corridor Joint
Powers Board/Caltrain Board of Directors meeting; and allow the City Manager and the City Clerk
to negotiate and execute any terms or agreements for such use, as may be necessary.
EXECUTIVE SUMMARY
VTA and Caltrain have requested using City Hall meeting spaces to host upcoming public
meetings. Unlike other City facilities, meeting rooms in City Hall, primarily the Community
Meeting Room (CMR) and City Council Chambers, do not have a policy governing use by non-City
organizations. In addition, limited staff time will likely be required for the VTA project. Staff
recommends the City Council consider and approve these two requests.
BACKGROUND
The Palo Alto Mobility Hub is an Ad Hoc Committee of VTA that was established in response to a
VTA Board referral. Its purpose is to work collaboratively with regional partners to make
improvements to the Palo Alto station for the short, medium, and long term. The Ad Hoc
Committees members are Margaret Abe-Koga (County of Santa Clara Supervisor), Pat Burt (City
of Palo Alto Councilmember), and Sergio Lopez (City of Campbell Mayor). VTA asked to host Ad
Hoc Committee meetings in the CMR, or other similar City facility, on February 27, May 22,
August 29, and November 21. The room is needed for roughly 3 ½ hours for each day, which
includes set up and break down time.
The Peninsula Corridor Joint Powers Board owns and operates Caltrain. Its Board of Directors
consists of representatives from the City and County of San Francisco, San Mateo County, and
Santa Clara Valley Transportation Authority. The San Mateo County Transit District asked to hold
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its Joint Powers Board/Caltrain Board of Directors budget meeting in Council Chambers on April
29 or 30 for roughly four hours.
ANALYSIS
The VTA Palo Alto Mobility Hub effort is clearly of interest to the City of Palo Alto, and the City
should support VTA and other agencies focusing on needs at this important community asset.
The resources required from the City to support this effort are uncertain. At this point staff
anticipates spending 5-10 hours per month on related activities.
Other City facilities available for outside use have policies and/or application processes in place
establishing appropriate uses and impacts to staff time and resources. This includes the City’s
community centers, the Junior Museum and Zoo, and the Art Center.
The City historically has allowed government bodies that include a Palo Alto Councilmember
appointed by the Mayor to use of Council Chambers for public meetings, for example, the San
Francisquito Creek Joint Power Authority. The City does not, however, have guidelines in place
for determining which other types of public (and potentially private) meetings should be allowed
and with what cost recovery and other requirements. Established guidelines delineate the
responsibilities and expectations of the user and the City, including use of City A/V equipment
and staff time.
Staff intends to bring a draft use policy to the Policy & Services Committee this year.
FISCAL/RESOURCE IMPACT
Some staff time from the City Clerk’s Office will be required to assist VTA and Caltrain to run their
meetings. The VTA Ad Hoc meetings will be in-person only, using the audio-visual projection
system, and not recorded or streamed. In addition, roughly 5-10 hours per month of staff time
from the City Manager’s Office or Office of Transportation is anticipated for the VTA effort.
VTA has requested that the City contribute roughly $25,000 toward a planning study to support
the Mobility Hub project. Staff is confirming the availability of transportation funds for this use,
and expects to proceed administratively upon confirmation.
STAKEHOLDER ENGAGEMENT
City Clerk’s Office staff coordinated with staff from VTA, SamTrans, the City Manager’s Office and
Office of Transportation.
ENVIRONMENTAL REVIEW
Council action on this item is not a project as defined by CEQA because it is an organizational or
administrative activity that will not result in direct or indirect physical changes in the
environment. CEQA Guidelines section 15378(b)(5).
APPROVED BY: Mahealani Ah Yun, City Clerk
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City Council
Staff Report
Report Type: CONSENT CALENDAR
Lead Department: City Clerk
Meeting Date: February 24, 2025
Report #:2502-4148
TITLE
SECOND READING: Ordinance of the Council of the City of Palo Alto Amending Section 18.08.040
of the Palo Alto Municipal Code (The Zoning Map) to Change the Classification of Property
Located at 3265 El Camino Real from Service Commercial (CS) Zone to Planned Community Zone
(PC) for the Construction of a 100 Percent Affordable Housing Project (FIRST READING: February
10, 2025, PASSED 7-0)
BACKGROUND
The City Council heard this item on January 21, 2025 for a first reading and approved it on a 7-0
vote. No changes were made to the ordinance, and it is now before the City Council for a
second reading.
ATTACHMENTS
Attachment A - Ordinance of the Council of the City of Palo Alto Amending Section 18.08.040 of
the Palo Alto Municipal Code (The Zoning Map) to Change the Classification of Property Located
at 3265 El Camino Real from Service Commercial (CS) Zone to Planned Community Zone (PC) for
the Construction of a 100 Percent Affordable Housing Project
APPROVED BY:
Mahealani Ah Yun, City Clerk
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Section 18.08.040 of the
Palo Alto Municipal Code
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Attachment A - Ordinance
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Section 18.08.040 of the
Palo Alto Municipal Code
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Section 18.08.040 of the
Palo Alto Municipal Code
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Section 18.08.040 of the
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Item 7
Attachment A - Ordinance
of the Council of the City
of Palo Alto Amending
Section 18.08.040 of the
Palo Alto Municipal Code
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CITY COUNCIL
Colleague’s Memo
Sponsor(s): Mayor Lauing and Vice Mayor Veenker
Meeting Date: February 24, 2025
TITLE
Colleague’s Memo: Proposed Adoption of a Resolution Underscoring Council’s Commitment to
Sustaining Palo Alto Values and Interests in the Face of Trump Administration Actions
RECOMMENDATION
Mayor Lauing and Vice Mayor Veenker request City Council adopt a Resolution Underscoring
Council’s Commitment to Sustaining Palo Alto Values and Interests in the Face of Trump
Administration Actions.
DISCUSSION
The first few weeks of the Trump Administration have been filled with an unprecedented series
of Executive Orders, many of which impact Palo Alto residents and threaten our city
government’s ability to serve.
City Council has previously adopted values that guide our decision making. This resolution
underscores our commitment to residents that our stated values will continue to guide our
actions, and that we will take future actions consistent with those values as Council determines.
We expressly disassociate Palo Alto from the actions of prominent Silicon Valley technology
executives actively supporting or executing troubling Executive Orders.
To protect the ability of the City to provide necessary services to its residents, from time to
time Palo Alto may wish to file amicus curiae (friend of the court) briefs to inform courts of the
impacts of potential decisions to cities like ours. Additionally, the City may wish to join lawsuits
to protect its rights and those of its residents. We recommend that Council consider efficient
means for considering whether to authorize such action consistent with this resolution.
Accordingly, we urge our colleagues to adopt the attached resolution.
FISCAL/RESOURCE IMPACT
Staff does not anticipate any direct resource impacts with the proposed Resolution. Should
subsequent actions be required following adoption, staff will return for City Council approval,
as needed.
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ATTACHMENTS
Attachment A: Resolution of the Council of the City of Palo Alto Denouncing Trump
Administration Threats to Palo Alto Values and Interests
Report #: 2502-4169
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NOT YET APPROVED
Resolution No. ________
Resolution of the Council of the City of Palo Alto Denouncing
Trump Administration Threats to Palo Alto Values and Interests
R E C I T A L S
A. The Palo Alto City Council has previously adopted values to guide its decision making:
1. Balance revenues and expenses, now and in the future.
2. Are environmentally sustainable, now and in the future.
3. Will integrate equity into our decisions, considering how decisions affect people
differently based on their identity or circumstances.
4. Create a healthy, safe and welcoming community for all.
5. Will safeguard public trust through transparent practices and open communication.
6. Will embrace innovation.
B. The Trump Administration has already issued a relentless stream of Executive Orders,
including those that would dismantle or cripple federal agencies providing services to
Palo Alto, withhold funds upon which Palo Altans rely, are likely illegal, and are in
conflict with our values.
NOW, THEREFORE, the Council of the City of Palo Alto RESOLVES as follows:
SECTION 1. The City Council of the City of Palo Alto, consistent with our statement of
values, hereby
•Supports the rule of law, in contrast to the Administration’s actions ignoring
constitutional and other legal norms; already necessitating the filing of numerous
lawsuits to restrain such behavior.
•Strongly opposes freezing federal grant funding or cancelling federal contracts upon
which the City government or residents rely, such as Community Development Block
Grants for local human services nonprofits, COPS funding, and airport and grade
separation grants. Palo Alto has recently received grants from HUD, DOI, DOJ, DOT,
Treasury, NEH, HHS, and Homeland Security;
•Supports federal workers providing valuable services for the City and its residents, such
as the critical safety services provided by the Federal Aviation Administration; and
denounces attempts to subvert the civil service system with unlawful terminations; and
further denounces disregard for the critical expertise of government workers;
•Denounces reversing climate action and environmental justice policies, such as pulling
out of the Paris Accords and ramping up oil and gas production on federal lands, and
opposes attempts to limit local authority to address climate change;
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Attachment A -
Resolution of the Council
of the City of Palo Alto
Denouncing Trump
Administration Threats to
Palo Alto Values and
Interests
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NOT YET APPROVED
•Supports the safety of sensitive data of the City, our residents, and our businesses, and
objects to improper access to critical information that violates privacy rights and risks
misuse of valuable proprietary information;
•Opposes threatening the safety of Palo Altans by diminishing the ability of the FBI and
CIA to respond to security threats, protect innovation, and prevent domestic terrorism;
•Supports science and denounces replacing experts with lay decision makers on issues of
scientific protocol and funding priorities;
•Strongly objects to any illegal and inhumane immigration enforcement; and
•Supports equity and racial justice and commits to continuing the City’s DEI efforts and
priority to be a place of belonging for all.
SECTION 2. In furtherance of these positions, the City will
•Share this Resolution with our Congressional representatives and offer our support to
advocate for these principles
•Communicate with residents about risks to the City and its residents due to
Administration activity inconsistent with these positions, and about the City’s response;
•Seek Council approval to bring or join lawsuits or file or join in amicus briefs consistent
with these positions, our statement of values, and council-approved legislative
guidelines; and
•Support other cities and counties taking similar actions, and partner with others to build
collective action.
SECTION 3. The Council finds that the adoption of this resolution does not meet the
definition of a project under Public Resources Code Section 21065, thus, no environmental
assessment under the California Environmental Quality Act is required.
INTRODUCED AND PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
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Attachment A -
Resolution of the Council
of the City of Palo Alto
Denouncing Trump
Administration Threats to
Palo Alto Values and
Interests
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NOT YET APPROVED
ATTEST:
__________________________ _____________________________
City Clerk Mayor
APPROVED AS TO FORM: APPROVED:
__________________________ _____________________________
City Attorney City Manager
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Attachment A -
Resolution of the Council
of the City of Palo Alto
Denouncing Trump
Administration Threats to
Palo Alto Values and
Interests
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City Council
Staff Report
From: City Manager
Report Type: ACTION ITEMS
Lead Department: Administrative Services
Meeting Date: February 24, 2025
Report #:2412-3865
TITLE
Discuss the FY 2025 Mid-Year Budget Review and Approve 1) FY 2025 Budget Amendments in
Various Funds and 2) Amendments to the FY 2025 Table of Organization to add 2.00 Full Time
Equivalent (FTE) Positions and Eliminate 1.00 FTE Position and 3) Authorize overstrength of 1.00
FTE Fire Captain. CEQA Status – Not a Project.
RECOMMENDATION
Staff recommends that the City Council review, discuss, and approve:
1) Amendments to the Fiscal Year 2025 Budget Appropriation for various funds and
various capital projects, as identified in Attachment A and Attachment A, Exhibit 1
and 2 (requires a supermajority, 2/3 approval);
2) Amendments to the FY 2025 Table of Organization consistent with the budget
amendments in Attachment A, adding 1.00 FTE Senior Buyer and 1.00 FTE Program
Assistant I and eliminating 1.00 FTE Contract Administrator; and
3) Authorization of an overstrength 1.00 FTE Fire Captain position.
EXECUTIVE SUMMARY
This report provides an extensive update on the City’s financial status as of December 31,
2024. Included in this report are:
1) Recommended budget adjustments to FY 2025 that reflect urgent or high priority
fiscal needs, revenue supported program activities, and technical adjustments;
2) Recommended changes in staffing levels in FY 2025 adding 2.00 FTE positions,
deleting 1.00 FTE position, and authorizing an overstrength 1.00 FTE Fire Captain
position;
3) Updated information on the City’s financial position and FY 2025 outlook, including
positioning for the upcoming FY 2026 budget process; and
4) FY 2025 2nd quarter financial status updates (Attachment B).
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This staff report discusses the balancing strategy as well as key highlights from the detailed
adjustments, and is organized as follows:
1) FY 2025 Mid-Year Budget Adjustments
a) General Fund
i) Mid-Year Budget Review Balancing Strategy Summary
ii) Recommended Amendments to the FY 2025 Adopted Budget
iii) Position/Table of Organization Changes Summary
iv) FY 2025 Council Referrals
v) City’s Financial Position in FY 2025 and FY 2026
b) Capital Funds
c) Enterprise Funds
d) Internal Service Funds
e) Special Revenue Funds
2) Preliminary Q2 Financial Status & public safety overtime (Attachment B & C)
3) Timeline and Next Steps
The following is an overview of the status for the General Fund, Enterprise Funds, and other funds
including recommended budget adjustments as they pertain to the City’s FY 2025 Operating and
Capital Budgets.
1.a. General Fund
1.a.i Mid-Year Budget Review Balancing Strategy Summary
The following table outlines the major drivers of the General Fund mid-year recommended
balancing strategy to mitigate the collective impact of these activities:
• Completion of FY 2024 year-end financial transactions which ended with funds $8.9
million above the 18.5% Council adopted target level in the BSR as discussed in the FY
2024 ACFR and approved by City Council.
• Alignment with current FY 2025 estimated major tax revenue projections to reflect
trends experienced through the first half of FY 2025.
• Support to continue Council priority investments as referred during the FY 2025 Adopted
Budget process and near-term emergent operational needs.
This report continues work to balance the near-term needs with the mid- and longer-term
forecast needs, using one-time funds as a key tool in bridging uneven economic trends. There
are potential risks and benefits associated with continuing this balancing strategy that should
be considered when looking beyond FY 2025. The risks would further reduce the City’s ability to
fund the current level of services over the next several years, while the benefits could offset
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costs for a longer period or even increase available funding sources. These are discussed further
in the Proposed Balancing Solutions section of this report.
Table 1: General Fund Mid-Year Adjustments and Balancing Solutions
Summary of General Fund Adjustments
Net $ Impact
(Cost)/Benefit
Recommended Funding:
Public Safety Services $(0.6) M
Community Services $(0.1) M
Subtotal Recommending Funding: $(0.7) M
Technical Adjustments:
Utility Electric Equity Transfer $0.9 M
Paramedic Transport Revenue $0.6 M
Purchasing Staffing for Utilities Capital Projects
(Reclassify 1.00 FTE Contracts Administrator in ASD to 1.00 FTE Sr. Buyer in Utilities) $0.1 M
Increase Uncertainty Reserve
($5.9M of the excess FY 2024 BSR) $(5.9) M
Capital Improvement Funding
($3.0M of the excess FY 2024 BSR) $(3.0) M
Major Tax Revenues & Investment Earnings
(Property Tax, Sales Tax, Utility Users Tax, Transient Occupancy Tax, Documentary
Transfer Tax)
$(0.6) M
Electric Sales to the City $(0.4) M
Public Safety Analog Radio Contract $(0.1) M
Subtotal Technical Adjustments: $(8.4) M
Use of Budget Stabilization Reserve
(BSR at 18.4% and $0.4 M below the 18.5% target level) $9.1 M*
Total Net Impact General Fund Mid-Year Adjustments $0.0 M
* $8.9M use of BSR represents distribution of FY 2024 fund balance to maintain 18.5% BSR level.
1.a.ii. Recommended Amendments to the FY 2025 Adopted Budget
This report includes budget adjustments to 1) recommend funding urgent or timely needs, or
2) technical adjustments needed to align budget with current trends; recognize revenue for
grants and reimbursements and appropriate associated funding; or support previous direction
approved by the City Council.
Major changes are recommended as directed by the City Council and/or recommended by
staff are below, and all transactions can be found in greater detail in Attachment A. It should
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be noted that recommended budget adjustments have been prorated for the remainder of
the fiscal year where appropriate.
Recommended Additional Funding
In limited areas staff recommends appropriation of additional funding to continue operations
and support needed investment. Key investments are summarized here by service delivery area
and all transactions can be found in greater detail in Attachment A.
• Public Safety Services: $0.1 million revenue increase; $0.7 million expense increase
Recommended funding requests for public safety services includes fire services solution
of $315,000 to add a fire engine to the current ambulance at Fire Station 4. The near-
term proposal is a cross-staffing model, which authorizes an overstrength 1.00 FTE Fire
Captain position at Fire Station 4 funded through overtime, for a total of three shift
personnel. These three personnel would staff both the fire engine and the ambulance.
This is consistent with pre-COVID staffing at Fire Station 4. The Palo Alto Fire
Department (PAFD) will determine which apparatus (engine or ambulance) responds to
a call based on the nature of the emergency. This action also involves putting into
service one of PAFD’s two reserve fire engines. This near-term approach provides
additional resources to the area and the City as a whole, while long-term staffing
proposals and funding decisions continue. Should Council approve this
recommendation, it would take approximately 30-60 days to implement. Longer term
staffing strategies already began with Finance Committee review in Fall 2024 and will
continue into the FY 2026 budget process.
Other funding requests include $236,400 for firefighter academy related costs, $63,000
for paramedic supplies, and $8,100 for Fire Department annual health physical exams.
This also includes $81,400 in revenue reimbursed through the fire response services
agreement with Stanford. Other public safety funding requests also include $44,000 for
Police uniforms, equipment, and Crime Laboratory services. These funding proposals
will allow both the Fire and Police Departments to maintain operations and augment
response capabilities.
• Community Services: Add 1.00 FTE; $0.1 million expense increase
This report recommends an additional 1.00 FTE Program Assistant I for the Palo Alto
Junior Museum and Zoo to support customer service, reservations, and admissions. In
FY 2025 the cost of the position will be absorbed with vacancy savings; ongoing costs
are estimated at $125,000. This report also recommends one-time funding of $0.1
million for repairs at the Palo Alto Golf Course. This will allow for the repair of key
infrastructure such as the storm and irrigation pump stations. This will support
operational resilience, prevent service disruptions, and enhance the user experience.
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Technical Adjustments and Previous Council Direction
This report includes actions that are technical in nature and are needed to align budget with
current trends; recognize revenue for grants and reimbursements and appropriate associated
funding; or support previous direction approved by the Council. Brief descriptions of changes
that impact the BSR as directed by the City Council and/or recommended by staff are
discussed below, and all transactions, including actions that have net zero impact to the BSR,
can be found in greater detail in Attachment A.
• Utility Equity Transfer FY 2024 True-up ($0.9 million revenue increase): This action
increases the equity transfer from the Electrical Fund to the General Fund by $864,000,
based on California Public Utilities Commission’s authorized return on equity for PG&E of
10.28% (up from 10%), and actuals reported in the FY 2024 ACFR.
• Paramedic Transport Revenue ($0.6 million revenue increase): This action increases
paramedic transport revenue by $600,000 to align estimates with current trends through
the first half of FY 2025 for revenues generated at current service level.
• Purchasing Staffing for Utilities Capital Projects (-1.00 FTE; $0.1 million expense reduction):
This action reclassifies a vacant Contracts Administrator position into a Senior Buyer role
in the Utilities Department to support purchasing for Utilities related capital projects.
• Uncertainty Reserve ($5.9 million expense increase): This action increases the Uncertainty
Reserve by $5.9 million, bringing the Uncertainty Reserve to a total of $12.0 million for use
in the development of the FY 2026 Budget. This action was approved by the City Council
on December 16, 2024 in the FY 2024 ACFR for BSR exceeding the 18.5% target level.
• Capital Improvement Funding ($3.0 million expense increase): This action transfers $3.0
million to the Infrastructure Reserve in the Capital Improvement Fund, as approved by the
City Council on December 16, 2024 in the FY 2024 ACFR for BSR exceeding the 18.5%
target level.
• Major Tax Revenue ($0.4 million revenue decrease; $0.2 million expense increase): Staff
evaluated departmental and major tax revenue trends experienced through Q2 and
recommends actions that result in a net $0.4 million decrease. Major tax revenue
categories that are trending lower than budgeted are Sales Tax, $3.9 million decrease, and
Property Tax, $0.1 million decrease. These decreases are partially offset by increases to
Documentary Transfer Tax (DTT), $1.4 million increase; Utility Users Tax (UUT), $1.1
million increase; Transient Occupancy Tax (TOT), $0.6 million increase; and Investment
Earnings, $0.5 million increase. A portion of TOT revenue has been dedicated to fund
capital improvements, per Council direction, the increased TOT revenue estimates warrant
an increase in the transfer from the General Fund to the Capital Improvement Fund
totaling $0.2 million.
• Electric Sales to the City ($0.4 million expense increase): This correction revises the budget
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City is also positioned well to address the gap of $12.0 million in FY 2026 identified in the 2026-
2035 LRFF with one-time funds in the Uncertainty Reserve. Other benefits that could
materialize are revenue and expense estimates may change and lead to additional available
funds, and the City’s diligence in funding long term liabilities has the potential to fund annual
pension and retiree healthcare costs to provide short-term relief.
The risks include but are not limited to funding additional services or needs in FY 2026 that are
requested above the base level of services used in the 2026-2035 LRFF. In addition, the
unresolved deficit beyond FY 2026 - estimated deficits in FY 2027 and FY 2028 (approximately
$14.4 million in total) need to be resolved. Labor contracts are currently being negotiated and
the cost of final contract terms may exceed budget estimates. The new Federal administration
and economic downturn may cause increased deficits over the next several years.
Should the Council approve the actions recommended in this report, there will be four (4)
reserves in the General Fund with the following status:
1. Budget Stabilization Reserve (BSR) estimated to be $54.0 million, which is below the
adopted 18.5% level of $54.4 million by $0.4 million
The City’s BSR serves as the primary General Fund reserve and Council’s policy is to
maintain the BSR at a level between 15% and 20% of General Fund operating expenses
in any given year. This is both intended for catastrophic events as well as a repository
for unspent operating funds at year-end used to fund one-time unexpected needs that
arise outside of the regular budget preparation process. Prudent financial management
practices dictate that the BSR not be used to fund or solve on-going, recurring financial
needs.
2. Budget Uncertainty Reserve $12.0 million, from $6.1 million
Planned to be used to offset the FY 2026 projected deficit of $12.0 million. This reserve
was established to help the City manage the near-term recovery and uncertainty,
ensuring that the City has a stable financial plan to address current service levels while
investing in core priority service areas. As a reminder the City also is facing a forecasted
deficit in FY 2027 of $7.8 million as indicated in the 2026-2035 LRFF.
3. Reserve: Business Tax Revenue $0.3 million in FY 2025 added to $1.8 million in FY 2024
for a total of $2.1 million
Actions in this report increase the Reserve for Business Tax Revenue in the General Fund
in order to account for business tax funding collected but not allocated for specific
programs relating to public safety; affordable housing and homeless services; and
transportation and grade separation projects. This segregated reserve ensures that
business tax revenue is accounted for and funds approved for specific programs. Table 2
below summarizes the FY 2025 Business Tax Revenue & Programmed Expenses.
4. Reserve: Utility Transfer Litigation (Equity Transfer) $0, from $3.1 million
Fully used to fulfill remaining obligations under the Green v. City of Palo Alto (Santa
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Clara Superior Court, Case No. 1-16-CV-300760) settlement.
Table 2: FY 2025 Business Tax Revenue and Programmed Expenses
Transportation &
Safe Train
Crossings
Housing
Affordability &
Services for
Unhoused
Public
Safety Administration
Total
Funding
Revenue $1.5M $1.5M $1.5M $0.3M $4.8M
Expenses
(programmed) $1.5M $1.5M $1.5M $0.3M $4.8M
Net Available $0 $0 $0 $0 $0
Transportation ($1.5 million): $0.75 million for Churchill Ave Rail Grade Separation & Safety
Improvement (PL-24001) and $0.75 million for Meadow Drive & Charleston Road Rail Grade
Separation and Safety Improvements (PL-24000)
Housing Affordability & Services for Unhoused ($1.5 million): $0.8 million for HomeKey and
$0.7 million for San Antonio Coordinated Area Plan (CAP)
Public Safety ($1.5 million): $1.5 million spent on public safety services appropriations as
authorized within the Council adopted budget. Expenses include but are not limited to
additional dispatch staffing, staffing for traffic team, fully staffing a fire engine at station 2,
and support recruitment and retention efforts through competitive labor agreements.
Administration ($0.3 million): HdL business tax administration and Administrative Services
support staff
1.b. Capital Funds – Mid-Year Budget Adjustments
Several projects in the Capital Improvement Fund require technical adjustments in FY 2025 to
recognize and appropriate external funding such as Gas Tax funds from the state, grant funds
from the Valley Transportation Authority (VTA) and the federal government and aligning
impact fee funds with appropriate projects.
In addition to adjustments to specific projects, several technical adjustments are
recommended to the overall Capital Improvement Fund. These include an increased transfer
from the General Fund due to FY 2024 year-end savings as well as increased TOT funding for
capital infrastructure, a reduction in estimated investment earnings, and a refund from the
General Benefits Fund. In total, these adjustments increase the Capital Improvement fund
balance by $2.5 million, which will offset New Public Safety Building (PE-15001) project cost
increases, as well as increase the fund balance in the Capital Improvement Fund for use in the
development of the upcoming 2026-2030 five-year Capital Improvement Plan. For more
details, refer to Attachment A, Exhibits 1 and 2.
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1.c. Enterprise Funds – Mid-Year Budget Adjustments
Mid-year budget adjustments for the Enterprise Funds focus on aligning budgets with current
market conditions and operational priorities. For more details, refer to Attachment A, Exhibit
1. Key recommendations include:
• Increasing the Electric Fund equity transfer to reflect updated PG&E Return on Equity
rates.
• Revising budget allocations for electric energy usage across City departments.
• Reclassifying a vacant Contracts Administrator position in Purchasing to a Senior
Buyer role funded in the Electric Fund to support grid modernization efforts.
• Recognizing rebate revenue from the State TECH Clean Program to fund residential
rebates for advanced heat pump water heaters.
• Final Occupational Safety and Health Administration (OSHA) settlement resulting from
a workplace safety appeal process.
1.d. Internal Service Funds – Mid-Year Budget Adjustments
See Attachment A, Exhibit 1 for further information regarding the recommended changes in the
Internal Service Funds and their impacts to other funds. Mid-Year actions recommended in
these funds are technical and needed to align the budget with anticipated activities through the
remainder of FY 2025 including:
General Benefits Fund
• Transfer from the General Benefits Fund: $1.7 million expense
This adjustment increases transfers by $1.7 million from the General Benefits (GB)
Fund to non-General Fund funds. This is a partial refund of allocated charges paid from
non-General Fund funds into the GB Fund in prior years that has accumulated in fund
balance. It represents a proportional refund to align with the FY 2025 General Fund
refund.
• Implied Subsidy Adjustment: $0.3 million expense
This adjustment increases funding for the implied subsidy in the General Benefits Fund
by $254,500. This is a technical correction to the action taken during the FY 2025
budget process and will result in a full offset of the implied subsidy transfer to the
Retiree Health Benefit Fund in accordance with City policy. The calculation of implied
subsidy requires an agency to recognize that it pays the same medical premiums for
active employees as those that are retired. The implied subsidy identifies and accounts
for the agency paying the same blended premium for both active employees and
retirees, even though the medical cost for active employees is lower than retirees. The
most recent study was completed in May 2024 and adopted by the City Council on
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washing from once a month to twice a month, as well as overtime pay for enhanced in-
house cleaning services.
Residential Permit Parking Fund
• Parking Permit Revenue and Enhanced Parking Enforcement: $0.2 million revenue and
expense
This action increases parking permit revenue estimates by $0.2 million to align with
increased permit activity. The increased revenue will offset increased funding for
parking enforcement services in residential parking permit areas around the City.
2. Preliminary Q2 General Fund Financial Status & Public Safety Overtime (Attachment B &
C)
Attachments B and C provide summary information on actual preliminary financial activity
through December 2025. These actuals have been factored into the analysis and projections
used in the development of this Mid-Year Budget Review. Overall, they remain consistent with
trends seen in the first quarter of the fiscal year. Staff will continue to monitor trends and
update assumptions as part of the FY 2026 budget process as necessary.
3. Timeline and Next Steps
Staff is actively working on the FY 2026 budget and the Council and Finance Committee will
continue to be updated through discussions with adjustments brought forward as necessary.
Below is a list of expected reports and Council updates planned for the remainder of FY 2025.
March/April 2025:
• Utility Advisory Commission (UAC) and Finance Committee Meetings – Five Year
Utility Financial Plans and FY 2026 Rate Recommendations
• Continuing Labor Negotiations
• Finance Committee Review of the Planning & Development Services Fee Adjustments
and Citywide Municipal Fee Study
May 2025:
• Release of the FY 2026 Proposed Operating and Capital Budgets
• Public Budget Hearings on the Proposed Budgets with Finance Committee, including
Utility Rates, Municipal Fees, and the 5-Year Capital Improvement Plan
June 2025:
• FY 2025 Third Quarter (Q3) Fiscal Analysis Report (informational)
• FY 2026 Operating and Capital Budget Adoption
• FY 2026 Municipal Fee Schedule Adoption
• FY 2026 Utility Rates Adoption
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FISCAL/RESOURCE IMPACT
Approval of the attached transactions is required to amend the FY 2025 budget appropriation.
With the approval of these amendments, the BSR will be reduced by $9.1 million and the
projected ending balance of the General Fund BSR is anticipated to be $54.0 million, which is
within the target range of 15% to 20% of the General Fund Budget expenses; however, it is
below the City Council target level of 18.5%, or $54.4 million, by $0.4 million.
The projected changes to the fund balance for all other funds including Capital Funds,
Enterprise Funds, Internal Services Funds, and Special Revenue Funds are outlined in
Attachment A and accompanying exhibits and impacts to fund balances in these fund types
are summarized in the table below:
Table 3: Fund Balance Impact (Non-General Fund)
Fund Type Fund Amount
Capital Capital Improvement Fund $2.5 M
Enterprise Airport Fund $34,000
Electric Fund $(0.5 M)
Fiber Optics Fund $47,000
Gas Fund $0.2 M
Refuse Fund $53,000
Stormwater Management Fund $56,000
Wastewater Collection Fund $0.1 M
Wastewater Treatment Fund $0.5 M
Water Fund $0.2 M
Internal Service General Benefits Fund $(2.0 M)
General Liabilities Fund $(0.3 M)
Information Technology Fund $0.1 M
Print and Mail Services Fund $3,000
Vehicle Replacement Fund $40,000
Special Revenue California Avenue Parking Fund $(18,000)
General Government Facility Impact Fee Fund $(69,000)
Parkland Dedication Fee Fund $(0.1 M)
Public Art Fund $4,000
Residential Permit Parking Fund $7,000
University Avenue Parking Fund $(0.2 M)
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STAKEHOLDER ENGAGEMENT
The Office of Management and Budget has coordinated with all departments city-wide and
the City Manager’s Office, as appropriate, to bring forward the changes discussed and
recommended in this report.
ENVIRONMENTAL REVIEW
Council action on this item is not a project as defined by California Environmental Quality Act
(CEQA) because the amendments to the FY 2025 Budget Appropriation and FY 2025 Table of
Organization are fiscal activities which do not involve any commitment to any specific project
which may result in a potentially significant physical impact on the environment. CEQA
Guidelines section 15378(b)(4).
ATTACHMENTS
Attachment A, Exhibit 1: FY 2025 Recommended Operating Budget Adjustments
Attachment A, Exhibit 2: FY 2025 Recommended Capital Budget Adjustments
Attachment B: Preliminary FY 2025 2nd Quarter Financial Status
Attachment C: Public Safety Overtime Analysis
APPROVED BY:
Lauren Lai, Administrative Services Director
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Item 9: Staff Report Pg. 16 Packet Pg. 153 of 246
Revenues
Department FTE Adjustment Adjustment
GENERAL FUND (102)
Administrative
Services
Technical Adjust: Business Tax Revenue/Business Tax Administration Contract
This action allocates funding to administer the Business Tax program to cover additional costs associated with
contractor fees for identifying and collecting from businesses subject to the tax. These fees, similar to a finder’s
fee, are incurred as the contractor brings in additional business tax revenue through discovery, notifications,
and delinquent account collections. Payments to the contractor are expected to total $0.2 million through the
remainder of the year, generating an estimated $0.5 million in revenue during the same period. The additional
$0.3 million will be set aside in the Reserve for Business Tax Revenue as described below to be used for Council
approved programs related to public safety; affordable housing and homeless services; and transportation and
grade separation projects. (Ongoing costs: $0)
- 487,000$ 185,000$
Administrative
Services
Technical Adjust: Purchasing Staffing for Utilities Capital Projects
This action reclassifies a vacant 1.00 FTE Contracts Administrator position to a 1.00 FTE Senior Buyer position in
the Utilities Department to support expanded purchasing needs for the electric grid modernization. Working
closely with Utilities engineers, this position will help maintain efficient build-out timelines and support the
project’s long-term success. This position will sit in the Administrative Services Purchasing Division, but it will
work solely on Utilities related purchasing projects and programs. (Ongoing savings: $218,000)
(1.00)-$ (71,574)$
Community
Services
Recommended Funding: Junior Museum and Zoo (JMZ) Staffing
This action adds 1.00 FTE Program Assistant I to the Guest Services team of the Junior Museum and Zoo. This
position will provide customer service, membership oversight, reservation booking, event coordination, and
support admissions. During the Finance Committee review of the FY 2025 Budget, it was recommended that
this position be brought back as part the FY 2025 Mid-Year Review in order to align with the business
consultant's staffing recommendation of an additional 4.08 total FTE to support the JMZ. In FY 2025, the cost of
this position is estimated to be $40,000, which will be completely offset by vacancy savings within the
Community Services Department. (Ongoing costs: $125,000)
1.00 -$ -$
Community
Services
Recommended Funding: Golf Course Repairs
This action allocates funding for repairs at the Palo Alto Golf Course. This will allow for the repair of key
infrastructure such as the storm and irrigation pump stations, along with the replacement of the recycled water
meter at the irrigation pump station. This work is necessary to ensure operational resilience, preserve the
course’s integrity, prevent service disruptions, and ensure the facility remains functional during inclement
weather, while also enhancing the overall user experience. (Ongoing costs: $0)
- -$ 105,000$
Fire Recommended Funding: Revenue from Stanford/Firefighter Academy
This action adds one-time funding of $236,400 for new hire uniforms, personal protective equipment (PPE),
academy fees, and background checks as the Department has hired 10 entry-level firefighters in FY 2025. These
costs are not budgeted as part of the adopted budget and are typically funded as part of Mid-Year because the
number of new hires may vary from year to year. This action also adds $10,000 in ongoing funding for the
Department's annual health physical exams. Lastly, this action includes $81,400 in revenue reimbursed through
the fire response services agreement with Stanford. (Ongoing costs: $8,100)
- 81,400$ 246,400$
Fire Recommended Funding: Paramedic Supplies
This action adds $63,000 in funding for Emergency Medical Services (EMS) supplies such as laryngoscopes,
intubation tubes, needles, and drugs needed to provide emergency medical treatment. This funding addresses
vendor supply cost increases as well as EMS call volume increases. (Ongoing costs: $40,000)
- -$ 63,000$
Fire Recommended Funding: Cross-Staff Fire Engine 64 on Overtime
This action adds $315,000 in funding to cross-staff one additional overtime position per shift to put a fire engine
in service starting March/April at Fire Station 4. This is a fast, near-term strategy that activates a reserve fire
engine operating in the pre-existing cross-staffing model. The ongoing service model and related costs will be
discussed as part of the FY 2026 Budget process. (Ongoing costs: $1.0 million)
- -$ 315,000$
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 17 Packet Pg. 154 of 246
Revenues
Department FTE Adjustment Adjustment
GENERAL FUND (102)
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Fire Technical Adjust: Salaries and Overtime Adjustment
This net-neutral action transfers $1.5 million of Department vacancy savings from salary & benefits to overtime
salaries. This adjustment, along with other related Mid-Year adjustments, will result in a total overtime budget
of $5.2 million for the Fire Department in FY 2025. The Department has had 10 vacancies during the first six
months of FY 2025; this action will transfer the vacancy savings to offset Fire Department overtime costs.
(Ongoing costs: $0)
- -$ -$
Fire Technical Adjust: Revenue from Other Agencies/Overtime for Strike Teams and Fire Station 8
This net-neutral action recognizes $592,436 in reimbursement revenue for eight Strike Teams that the
Department participated in through the California Fire Assistance Agreement. Additionally, this action
recognizes $272,267 in reimbursement revenue from the County of Santa Clara, based on an agreement to
cover the costs of staffing Fire Station 8 on alternate months during high fire season months on behalf of the
City of Los Altos Hills. (Ongoing costs: $0)
- 864,703$ 864,703$
Fire Technical Adjust: Charges for Service Revenue/Fire and Life Safety Inspection Program
This cost neutral action adjusts Fire and Life Safety Inspection Program revenue and expenses to reflect six
months of activity in FY 2025. The program experienced hiring delays which impacted the ability to provide
inspections. (Ongoing costs: $0)
- (397,500)$ (397,500)$
Fire Technical Adjust: Paramedic Transport Revenue
This action increases paramedic transport revenue by $600,000 to align estimates with current trends through
the first half of FY 2025. In recent years, this revenue has exceeded budget due to an increase in Emergency
Medical Service (EMS) calls. (Ongoing savings: $600,000)
- 600,000$ -$
Non-
Departmental
Technical Adjust: Projected Tax Revenue/Transfer to the Capital Improvement Fund
This action recognizes negative adjustments to estimates for Sales Tax ($3.9 million decrease) and Property Tax
($0.1 million decrease), partially offset by increases to Documentary Transfer Tax (DTT) ($1.4 million increase),
Utility Users Tax (UUT) ($1.1 million increase), Transient Occupancy Tax (TOT) ($0.6 million increase), and
Investment Earnings ($0.5 million increase) based on trends experienced in the first half of FY 2025. This
adjustment would bring Property Tax revenue to $68.5 million, Sales Tax revenue to $35.7 million, TOT revenue
to $28.4 million, UUT revenue to $21.0 million, DTT to $8.7 million, and Investment Earnings to $3.8 million.
This action also increases the transfer to the Capital Infrastructure Reserve by $0.2 million due to the increased
TOT revenue that Council designated to fund Capital Improvements. (Ongoing costs: $1.0 million)
- (429,000)$ 209,000$
Non-
Departmental
Technical Adjust: Transfer to the Capital Improvement Fund (FY 2024 Year-End Savings)
This action transfers $3.0 million to the Infrastructure Reserve in the Capital Improvement Fund, as approved
by the City Council on December 16, 2024 in the FY 2024 Annual Comprehensive Financial Report (ACFR) for
BSR exceeding the 18.5% target level. This funding will offset cost increases for the New Public Safety Building
project (PE-15001) as well as increase the fund balance in the Capital Improvement Fund for use in the
development of the upcoming 2026-2030 five-year Capital Improvement Plan. (Ongoing costs: $0)
- -$ 3,000,000$
Non-
Departmental
Technical Adjust: Increase Uncertainty Reserve (FY 2024 Year-End Savings)
This action increases the Uncertainty Reserve by $5.9 million, bringing the Uncertainty Reserve to a total of
$12.0 million for use in the development of the FY 2026 Budget. This action was approved by the City Council
on December 16, 2024 in the FY 2024 Annual Comprehensive Financial Report (ACFR) for BSR exceeding the
18.5% target level. (Ongoing costs: $0)
- -$ 5,900,000$
Non-
Departmental
Technical Adjust: FY 2024 Year-End Cleanup for the Equity Transfer
This action increases the equity transfer from the Electric Fund by $0.9 million, aligning it with FY 2024 year-end
actuals and the updated PG&E Return on Equity of 10.28%. As a result, the total electric equity transfer is $16.0
million in FY 2025. (Ongoing savings: $0).
- 864,000$ -$
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 18 Packet Pg. 155 of 246
Revenues
Department FTE Adjustment Adjustment
GENERAL FUND (102)
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Non-
Departmental
Technical Adjust: Grant Revenue/TRUST Grant Closeout
This action recognizes the City accepted a $2.0 million grant awarded by the Department of Health and Human
Services Substance Abuse and Mental Health Services Administration (SAMHSA) for assistance related to North
County TRUST (Trusted Response Urgent Support Team). The grant spending period ended at the end of
calendar year 2024, and this adjustment reflects the actual expenditures and reimbursements for the $2.0
million grant, with a total of $1.74 million expended. This adjustment reduces the budget to align with the
actual spending and revenue reimbursed to the City. (Ongoing costs: $0)
- (261,246)$ (261,246)$
Non-
Departmental
Technical Adjust: Reduce Utility Transfer Legal Cost Reserve
This action reduces the Utility Transfer Legal Cost Reserve by $3.1 million to fund the final settlement-related
disbursement under the Green v. City of Palo Alto (Santa Clara Superior Court, Case No. 1-16-CV-300760)
settlement. This action fully depletes the reserve. (Ongoing savings: $0)
- -$ (3,100,000)$
Non-
Departmental
Technical Adjust: Utility Transfer Settlement Funding (Green v. City of Palo Alto)
This action appropriates $3.1 million from the Utility Transfer Legal Cost Reserve to the General Fund to fulfill
the remaining obligations under the Green v. City of Palo Alto (Santa Clara Superior Court, Case No.
1-16-CV-300760) settlement. With this appropriation, the reserve will be fully utilized. (Ongoing costs: $0)
- -$ 3,100,000$
Office of
Transportation
Recommended Funding: Measure B Revenue/Safe Routes to School Bicycle and Pedestrian Safety Classes
This action recognizes $0.1 million in grant revenue from the Valley Transportation Agency's (VTA) 2016
Measure B Bicycle and Pedestrian Education and Encouragement Funding and increases contract services by
the same amount. Staff will use the grant funding to continue consultant services to manage the Safe Routes to
School Program Bicycle and Pedestrian Safety Classes. (Ongoing costs: $0)
- 126,235$ 126,235$
Police Technical Adjust: Public Safety Analog Radio Contract
This action adds $64,500 in funding for Public Safety Analog Radio System contract costs. The year one contract
amount of $145,000 and ongoing annual amount of $125,000 was approved by the City Council on June 17,
2024 (Staff Report 2405-3086), the same day the FY 2025 Budget was adopted by the City Council. An
adjustment to align the budget with the annual contract amount is recommended as part of the FY 2025 Mid-
Year Review. (Ongoing costs: $44,500)
- -$ 64,500$
Police Recommended Funding: Crime Lab Services, Uniforms, and Equipment
This action adds $25,000 in one-time funding for the Department to purchase uniforms and equipment for new
hires. The Department budgets for an anticipated 10 new hires each year; however, in FY 2025, the Department
has hired 16. This action allows the Department to purchase uniforms and equipment for the additional six new
hires. This action also adds $19,000 for Crime Laboratory Services due to cost increases implemented by the
Santa Clara County Crime Laboratory; these services are critical for the Department to process evidence.
(Ongoing costs: $29,000)
- -$ 44,000$
Various Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges among
departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ 366,170$
Fund Balance Reserve: Business Tax Revenue
This action increases a Reserve for Business Tax Revenue in the General Fund in order to account for business
tax funding collected but not allocated for specific programs relating to public safety; affordable housing and
homeless services; and transportation and grade separation projects. This reserve ensures that business tax
revenue is accounted separately from the Budget Stabilization Reserve to be used in the future for approved
programs in the previously mentioned areas. (Ongoing costs: $0)
- -$ 302,000$
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 19 Packet Pg. 156 of 246
Revenues
Department FTE Adjustment Adjustment
GENERAL FUND (102)
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Fund Balance Adjustment to Fund Balance FY 2024 Year End use of BSR
This action reduces the current Budget Stabilization Reserve (BSR) FY 2025 projected level by $8.9 million in
alignment with the actions recommended and approved by the City Council in the FY 2024 Year-End Annual
Comprehensive Financial Report (ACFR) and Year End Budget transactions approved by Council on December
16, 2024. This reflects allocation of funds above the Council goal of 18.5% of General Fund expenses based on
FY 2024 year end actual financial activity.
- -$ (8,900,000)$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance as a result of actions recommended in this report and decreases the
Budget Stabilization Reserve (BSR) projected for June 30, 2025 to an estimated level of $54.0 million. This
leaves the BSR at 18.4% of the adopted expenditure budget or $0.4 million below the Council target of 18.5%.
- -$ (225,096)$
GENERAL FUND (102) SUBTOTAL - 1,935,592$ 1,935,592$
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 20 Packet Pg. 157 of 246
Revenues
Department FTE Adjustment Adjustment
CAPITAL IMPROVEMENT FUNDS
GENERAL FUND CAPITAL IMPROVEMENT FUND (471)
Capital Technical Adjust: Transfer from the General Fund (FY 2024 Year-End Savings)
This action transfers $3.0 million from the General Fund to the Infrastructure Reserve in the Capital
Improvement Fund, as approved by the City Council on December 16, 2024 in the FY 2024 Annual
Comprehensive Financial Report (ACFR) for BSR exceeding the 18.5% target level. This funding will offset cost
increases for the New Public Safety Building project (PE-15001) as well as increase the fund balance in the
Capital Improvement Fund for use in the development of the upcoming 2026-2030 five-year Capital
Improvement Plan. (Ongoing costs: $0)
- 3,000,000$ -$
Capital Technical Adjust: Investment Returns Revenue
This action decreases investment returns revenue in the Capital Improvement Fund to align with annual
approved interest revenue in this fund of approximately $1.1 million. (Ongoing costs: $878,100)
- (878,100)$ -$
Capital Technical Adjust: Transfer from General Fund (TOT)
This action reduces transfers from the General Fund to the Infrastructure Reserve in the Capital
Improvement Fund in alignment with adjustments to estimates for Transient Occupancy Tax (TOT) revenue
based on trends experienced in the first half of FY 2025. (Ongoing costs: $0)
- 209,000$ -$
Capital Technical Adjust: Transfer from the Gas Tax Fund/Street Maintenance Project (PE-86070)
This action reduces the transfer from the Gas Tax Fund by $68,070, and reduces the funding for the Streets
Improvement project (PE-86070) by the same amount. This is based on the State's updated January HUTA
and SB1 gas tax revenue estimates. (Ongoing costs: $0)
- (68,070)$ (68,070)$
Capital Technical Adjust: Transfer from General Government Facility Impact Fee Fund and Revenue Realignment
from Rinconada Pool Family Changing Room Project (PE-24004) to New Public Safety Building Project (PE-
15001)
To comply with prescribed uses of impact fees, this action reallocates $121,165 of General Government
Facility Impact Fee revenue from the Rinconada Pool Family Changing Room Project (PE-24004) to the New
Public Safety Building Project (PE-15011) and also transfers the remaining $68,835 balance of the General
Government Facility Impact Fee Fund to PE-15011, with a corresponding $190,000 appropriation increase in
PE-15011. (Ongoing costs: $0)
- 68,835$ 190,000$
Capital Technical Adjust: Transfer from Parkland Dedication Fund/Rinconada Pool Family Changing Room Project
(PE-24004)
To comply with prescribed uses of impact fees, this action transfers $121,165 from the Parkland Dedication
Fund to the Rinconada Pool Family Changing Room Project (PE-24004) to offset a $121,165 reallocation of
General Government Facility Impact Fee revenue from PE-24004 to the New Public Safety Building Project
(PE-15011). (Ongoing costs: $0)
- 121,165$ -$
Capital Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 134,300$ -$
Capital Recommended Funding: Revenue from Federal Government/Safe Routes to School Project (PL-00026)
Consistent with Staff Report #2411-3763, approved by the City Council on December 16, 2024, this action
increases appropriation and revenue by the same amount in PL-00026 to reflect the award of the Federal
Highway Administration (FWHA) Safe Streets and Roads for All (SS4A) planning demonstration grant. The
funding will be used for quick-build treatments to improve bikeways and crossings on East Meadow Drive
and Fabian Way. (Ongoing costs: $0)
- 888,000$ 888,000$
Capital Recommended Funding: Measure B Local Streets and Roads Revenue/Traffic Signal and Intelligent
Transportation Systems Project (PL-05030)
This action increases appropriation and revenue by the same amount in PL-05030 to reflect the Valley
Transportation Agency's (VTA) approval of the City's annual Program of Projects (POP) for Measure B Local
Streets and Roads (LSR) revenue. The funding will be used to upgrade the City's traffic signal network
communications systems in support of traffic congestion relief.
(Ongoing costs: $0)
- 500,000$ 500,000$
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 21 Packet Pg. 158 of 246
Revenues
Department FTE Adjustment Adjustment
CAPITAL IMPROVEMENT FUNDS
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Capital Recommended Funding: Shift Funding from Churchill Avenue Enhanced Bikeway Project (PL-14000) to
Bicycle and Pedestrian Transportation Plan Implementation Project (PL-04010) and Transportation Parking
Improvements Project (PL-12000)
This cost-neutral action transfers $800,000 of appropriation remaining from lower-than-expected
construction costs in PL-14000 to two projects: $555,000 to PL-04010 to support bicycle and pedestrian plan
implementation, and $245,000 to PL-12000 to support street improvement work on California Avenue and El
Camino Real. (Ongoing costs: $0)
- -$ -$
Capital Recommended Funding: Insurance Settlement Reimbursement Revenue/Art in Public Spaces Project (AC-
86017)
This cost neutral action recognizes the expense for refabrication of a sculpture in the Art in Public Spaces
Project (AC-86017). This expense is offset by revenue received as claim reimbursement from the insurance
settlement for the damaged sculpture. (Ongoing costs: $0)
- 52,900$ 52,900$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 2,465,200$
GENERAL FUND CAPITAL IMPROVEMENT FUND (471) SUBTOTAL - 4,028,030$ 4,028,030$
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 22 Packet Pg. 159 of 246
Revenues
Department FTE Adjustment Adjustment
ENTERPRISE FUNDS
AIRPORT FUND (530)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 20,800$ -$
Utilities Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (13,610)$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 34,410$
AIRPORT FUND (530) SUBTOTAL - 20,800$ 20,800$
ELECTRIC FUND (513 & 523)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 524,229$ -$
Utilities Technical Adjust: FY 2024 Year-End Cleanup for the Equity Transfer
This action increases the equity transfer to the General Fund by $0.9 million, aligning it with FY 2024 year-
end actuals and the updated PG&E Return on Equity of 10.28%. As a result, the total electric equity transfer
is $16.0 million. (Ongoing savings: $0).
- -$ 864,000$
Utilities Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (11,190)$
Utilities Technical Adjust: Purchasing Staffing for Utilities Capital Projects
This action reclassifies a vacant 1.00 FTE Contracts Administrator position to a 1.00 FTE Senior Buyer position
in the Utilities Department to support expanded purchasing needs for the electric grid modernization.
Working closely with Utilities engineers, this position will help maintain efficient build-out timelines and
support the project’s long-term success. This position will sit in the Administrative Services Purchasing
Division, but it will work solely on Utilities related purchasing projects and programs. (Ongoing costs:
$166,000)
1.00 -$ 53,835$
Utilities Technical Adjust: Revenue From the State TECH Clean Program/Advanced Heat Pump Water Heater
Program
This one-time action recognizes $350,000 in rebate revenue received from the State of California's TECH
Clean Program for the Advanced Heat Pump Water Heater (HPWH) program. These funds will fully offset
rebate payments for the same amount to residential customers participating in the HPWH program.
(Ongoing costs: $0)
- 350,000$ 350,000$
Utilities Technical Adjust: Occupational Safety and Health Administration (OSHA) Settlement
This allocation addresses the final penalty assessed by the California OSHA Appeals Board, concluding a
workplace safety appeal process. The penalty, totaling $68,175, resulted from citations related to electrical
safety violations issued in 2020. Following review, some citations were vacated or reduced, but the
remaining amount represents the City's final settlement obligation. (Ongoing costs: $0)
- -$ 68,175$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ (450,591)$
ELECTRIC FUND (513 & 523) SUBTOTAL 1.00 874,229$ 874,229$
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 23 Packet Pg. 160 of 246
Revenues
Department FTE Adjustment Adjustment
ENTERPRISE FUNDS
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
FIBER OPTICS FUND (533)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 46,695$ -$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 46,695$
FIBER OPTICS FUND (533) SUBTOTAL - 46,695$ 46,695$
GAS FUND (514 & 524)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 196,688$ -$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 196,688$
GAS FUND (514 & 524) SUBTOTAL - 196,688$ 196,688$
REFUSE FUND (525)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 50,100$ -$
Utilities Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (2,770)$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 52,870$
REFUSE FUND (525) SUBTOTAL - 50,100$ 50,100$
STORMWATER MANGEMENT FUND (528)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 48,800$ -$
Utilities Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (7,450)$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 56,250$
STORMWATER MANGEMENT FUND (528) SUBTOTAL - 48,800$ 48,800$
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 24 Packet Pg. 161 of 246
Revenues
Department FTE Adjustment Adjustment
ENTERPRISE FUNDS
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
WASTEWATER COLLECTION FUND (527)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 101,568$ -$
Utilities Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (120)$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 101,688$
WASTEWATER COLLECTION FUND (527) SUBTOTAL - 101,568$ 101,568$
WASTEWATER TREATMENT FUND (526)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 243,800$ -$
Utilities Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (226,090)$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 469,890$
WASTEWATER TREATMENT FUND (526) SUBTOTAL - 243,800$ 243,800$
WATER FUND (522)
Utilities Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 172,920$ -$
Utilities Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (73,180)$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 246,100$
WATER FUND (522) SUBTOTAL 172,920$ 172,920$
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 25 Packet Pg. 162 of 246
Revenues
Department FTE Adjustment Adjustment
INTERNAL SERVICE FUNDS
GENERAL BENEFITS FUND (687)
Human
Resources
Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- -$ 1,739,300$
Human
Resources
Technical Adjust: Implied Subsidy Adjustment
This adjustment increases funding for the implied subsidy in the General Benefits Fund by $254,500. The
implied subsidy identifies and accounts for an agency paying the same blended premium for both active
employees and retirees, even though the medical cost for active employees is lower than retirees. This is a
technical correction to the action taken during the FY 2025 budget process and will result in an accurate
offset of the implied subsidy transfer to the Retiree Health Benefit Fund. (Ongoing costs: $0)
- -$ 254,500$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ (1,993,800)$
GENERAL BENEFITS FUND (687) SUBTOTAL - -$ -$
GENERAL LIABILITIES INSURANCE FUND (689)
Human
Resources
Technical Adjust: Property Loss Insurance Premium
This action increases the estimate for property loss insurance to align with higher than anticipated premium
costs as well as increasing insurance coverage for new city facilities, the California Avenue Parking Garage
and the Public Safety Building. (Ongoing costs: $400,000)
- -$ 299,100$
Human
Resources
Recommended Funding: Litigation Reimbursement Revenue/Litigation Settlement Costs
This cost neutral adjustment appropriates $2.5 million in litigation settlement costs, offset by $2.5 million in
revenue to be reimbursed by the City's liability insurance. (Ongoing costs: $0)
- 2,500,000$ 2,500,000$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ (299,100)$
GENERAL LIABILITIES INSURANCE FUND (689) SUBTOTAL - 2,500,000$ 2,500,000$
INFORMATION TECHNOLOGY FUND (682)
Information
Technology
Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 129,300$ -$
Information
Technology
Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (790)$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 130,090$
INFORMATION TECHNOLOGY FUND (682) SUBTOTAL - 129,300$ 129,300$
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 26 Packet Pg. 163 of 246
Revenues
Department FTE Adjustment Adjustment
INTERNAL SERVICE FUNDS
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
PRINT AND MAIL SERVICES FUND (683)
Administrative
Services
Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 3,000$ -$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 3,000$
PRINT AND MAIL SERVICES FUND (683) SUBTOTAL - 3,000$ 3,000$
VEHICLE REPLACEMENT & MAINTENANCE FUND (681)
Public Works Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 40,300$ -$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 40,300$
VEHICLE REPLACEMENT & MAINTENANCE FUND (681) SUBTOTAL - 40,300$ 40,300$
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 27 Packet Pg. 164 of 246
Revenues
Department FTE Adjustment Adjustment
SPECIAL REVENUE FUNDS
CALIFORNIA AVENUE FUND (237)
Office of
Transportation
Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (9,750)$
Office of
Transportation
Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 3,500$ -$
Public Works Recommended Funding: Enhanced Cleaning Services
Consistent with Staff Report #2412-3936, approved by the City Council on January 13, 2025, this action adds
appropriation to support enhanced cleanliness efforts in the California Avenue downtown area, including
$5,250 to increase the frequency of contracted pressure washing from six times per year to twelve times per
year, and $26,000 for the staff overtime that is required for enhanced in-house cleaning services. An ongoing
service model and related costs will be discussed as part of the FY 2026 Budget process. (Ongoing costs: $0)
- -$ 31,250$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ (18,000)$
CALIFORNIA AVENUE FUND (237) SUBTOTAL - 3,500$ 3,500$
GAS TAX FUND (231)
Public Works Technical Adjust: Gas Tax Revenues/Transfer to the Capital Improvement Fund for Streets Improvement
Project (PE-86070)
This action reduces Fund 231 Gas Tax revenue by $68,070, and reduces the transfer to the Capital
Improvement Fund by the same amount for the Streets Improvement project (PE-86070). This is based on
the State's updated January HUTA and SB1 gas tax revenue estimates. (Ongoing costs: $0)
- (68,070)$ (68,070)$
GAS TAX FUND (231) SUBTOTAL - (68,070)$ (68,070)$
GENERAL GOVERNMENT FACILICTY IMPACT FEE FUND (226)
Capital Technical Adjust: Transfer to the Capital Improvement Fund for New Public Safety Building Project (PE-
15001)
To comply with prescribed uses of impact fees, this action transfers the remaining $68,835 balance of the
General Government Facility Impact Fee Fund to PE-15011. (Ongoing costs: $0)
- -$ 68,835$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ (68,835)$
GENERAL GOVERNMENT FACILICTY IMPACT FEE FUND (226) SUBTOTAL - -$ -$
PARKLAND DEDICATION FEE FUND (209)
Capital Technical Adjust: Transfer to the Capital Improvement Fund for Rinconada Pool Family Changing Room
Project (PE-24004)
To comply with prescribed uses of impact fees, this action transfers $121,165 from the Parkland Dedication
Fund to the Rinconada Pool Family Changing Room Project (PE-24004) to offset a $121,165 reallocation of
General Government Facility Impact Fee revenue from PE-24004 to the New Public Safety Building Project
(PE-15011). (Ongoing costs: $0)
- -$ 121,165$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ (121,165)$
PARKLAND DEDICATION FEE FUND (209) SUBTOTAL - -$ -$
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 28 Packet Pg. 165 of 246
Revenues
Department FTE Adjustment Adjustment
SPECIAL REVENUE FUNDS
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 BUDGET
Expenses
ATTACHMENT A, EXHIBIT 1
PUBLIC ART FUND (207)
Community
Services
Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 3,800$ -$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 3,800$
PUBLIC ART FUND (207) SUBTOTAL - 3,800$ 3,800$
RESIDENTIAL PARKING PERMIT FUND (239)
Office of
Transportation
Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 6,900$ -$
Office of
Transportation
Recommended Funding: Parking Permit Revenue/Parking Enforcement Services
This action increases parking permit revenue estimates by $0.2 million to align with increased permit
activity. The increased revenue will offset increased funding for parking enforcement services in residential
parking permit areas around the City. (Ongoing Costs: $0)
- 200,000$ 200,000$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ 6,900$
RESIDENTIAL PARKING PERMIT FUND (239) SUBTOTAL - 206,900$ 206,900$
UNIVERSITY AVENUE FUND (236)
Office of
Transportation
Technical Adjust: Electric Sales to the City
This one-time technical correction updates the budget distribution for electric energy use across all City
departments and funds to align with expected electricity usage in FY 2025 and correct for an error in the FY
2025 Adopted Budget. While this adjustment does not impact overall charges and revenue collected by the
Electric Fund for electricity use across the City, the adjustment reallocates anticipated electricity charges
among departments and funds to ensure the budget aligns with anticipated charges. (Ongoing costs: $0)
- -$ (21,210)$
Office of
Transportation
Technical Adjust: Transfer from General Benefits Fund
This action transfers $1.7 million from the General Benefits Fund (687) to non-General Fund funds. This is a
partial refund of allocated charges paid from non-General Fund funds into the General Benefits Fund in prior
years that has accumulated in fund balance and a proportional refund across the City in alignment with the
General Fund refund of $2.0 million approved in the FY 2025 Adopted Budget. (Ongoing costs: $0)
- 12,600$ -$
Public Works Recommended Funding: Enhanced Cleaning Services
Consistent with Staff Report #2412-3936, approved by the City Council on January 13, 2025, this action adds
appropriation to support enhanced cleanliness efforts in the University Avenue downtown area, including
$15,000 to increase the frequency of contracted pressure washing from once a month to twice a month, and
$234,000 for the staff overtime that is required for enhanced in-house cleaning services. An ongoing service
model and related costs will be discussed as part of the FY 2026 Budget process. (Ongoing costs: $0)
- -$ 249,000$
Fund Balance Adjustment to Fund Balance
This action adjusts the fund balance to offset adjustments recommended in this report.
- -$ (215,190)$
UNIVERSITY AVENUE FUND (236) SUBTOTAL - 12,600$ 12,600$
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
Item 9: Staff Report Pg. 29 Packet Pg. 166 of 246
Project
Number Title Revenue Expense Comments
AC-86070 Art in Public Spaces $ 52,900 $ 52,900 This action adds appropriation for refabrication
of a damaged sculpture to AC-86070, offset by
insurance settlement revenue in the same amount.
PL-04010 Bicycle and Pedestrian Transportation
Plan Implementation
$ - $ 555,000 This action transfers appropriation remaining
from lower-than-expected construction costs in
PL-14000 to PL-04010 to support bicycle and pedestrian plan implementation.
PL-14000 Churchill Avenue Enhanced Bikeway $ - $ (800,000)This action is one of three transactions to
transfer appropriation remaining from lower-
than-expected construction costs in PL-14000 to
PL-04010 to support bicycle and pedestrian plan
implementation, and to PL-12000 to support
street improvement work on California Avenue
and El Camino Real.
PE-15001 New Public Safety Building $ 190,000 $ 190,000 To comply with prescribed uses of impact fees,
this action reallocates $121,165 of General
Government Facility Impact Fee revenue from PE-
24004 to PE-15001 and also transfers the
remaining $68,835 balance of the General
Government Facility Impact Fee Fund to PE-
15001, with a corresponding $190,000
appropriation increase in PE-15001.
PE-24004 Rinconada Pool Family Changing Room $ - $ - To comply with prescribed uses of impact fees,
this action transfers $121,165 of General
Government Facilities Impact Fee Fund revenue
from PE-24004 to PE-15001 and replaces it with
a transfer from the Parks Dedication Fee Fund in the same amount.
PL-00026 Safe Routes to School $ 888,000 $ 888,000 Consistent with Staff Report #2411-3763 (12/16/24), this action increases appropriation
and revenue by the same amount in PL-00026 to
reflect the award of the Federal Highway
Administration (FWHA) Safe Streets and Roads
for All (SS4A) planning demonstration grant. The
funding will be used for quick-build treatments
to improve bikeways and crossings on East
Meadow Drive and Fabian Way.
PE-86070 Streets Maintenance $ (68,070) $ (68,070)This action aligns the budget for PE-86070 with the State's updated January HUTA & SB1 Gas Tax
revenue estimates.
PL-05030 Traffic Signal and Intelligent
Transportation Systems
$ 500,000 $ 500,000 This action increases appropriation and revenue
by the same amount in PL-05030 to reflect the Valley Transportation Agency's (VTA) approval of
the City's annual Program of Projects (POP) for
Measure B Local Streets and Roads (LSR) revenue. The funding will be used to upgrade the
City's traffic signal network communications
systems in support of traffic congestion relief.
PL-12000 Transportation Parking Improvements $ - $ 245,000 This action transfers appropriation remaining
from lower-than-expected construction costs in
PL-14000 to PL-12000 to support street improvement work on California Avenue and El
Camino Real.
Total $ 1,562,830 $ 1,562,830
TOTAL CIP ADJUSTMENTS $ 1,562,830 $ 1,562,830
CITY OF PALO ALTO
RECOMMENDED AMENDMENTS TO THE CITY MANAGER'S FY 2025 CAPITAL IMPROVEMENT PROGRAM
ATTACHMENT A, EXHIBIT 2
CAPITAL IMPROVEMENT FUND
Item 9
Attachment A, Exhibits 1
and 2 FY 2025
Recommended Budget
Adjustments
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Attachment B
Attachment B – Page 1 of 7
Preliminary FY 2025 2nd Quarter Financial Status
General Fund
Overall, the General Fund is tracking closely to the adopted revenue estimates and within the
adopted expenditure levels. Actual total revenue and expenditures increased by 5.1% and 15.6%
compared to the same period in FY 2024. However, certain major revenue categories, such as sales
tax, have declined with partial offsets by other major categories with higher trends. Although the
data remains preliminary and will not be finalized until March 2025, staff believes the
recommended adjustments are measured and aligned with the current financial outlook.
Revenues
The FY 2025 Adjusted revenue budget, prior to changes recommended in the Mid-Year Review,
totals $259.7 million (excluding Operating Transfers-in), of which $98.2 million or 37.8% of the
budget, has been collected as of the end of the 2nd quarter. Overall, tax revenue and return on
investments revenue estimates in the FY 2025 Adjusted budget are $4.7 million higher than the FY
2024 Actual revenue collected, from approximately $166.6 million to $171.3 million. Business Tax
is included in totals and used for specific programs related to public safety, affordable housing and
homeless services, and transportation and grade separation projects, per Council direction. A
Reserve for Business Tax Revenue is used to ensure that business tax revenue is accounted
separately from the Budget Stabilization Reserve (BSR) to be used in accordance with approved
programs in the previously mentioned areas.
Adjustments to align revenue estimates based on current experience through the first half of FY 2025
are recommended in this Mid-Year Budget Review, including adjustments for Documentary
Transfer Tax ($1.4 million increase), Utility Users Tax (UUT) ($1.1 million increase), Transient
Occupancy Tax (TOT) ($0.6 million increase), Investment Earnings ($0.5 million increase), and
business tax ($0.5 million increase) offset by Sales Tax ($3.9 million decrease) and Property Tax
($0.1 million decrease) for a net increase of $0.1 million.
Table 1 below outlines General Fund revenue performance, as of the end of the 2nd quarter,
compared to the adjusted budget. The adjusted budget does not assume staff’s recommended
adjustments presented in this Mid-Year report as these changes have not been approved by the
City Council.
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Table 1
Property Tax
The FY 2025 Budget is $68.6 million, a $2.3 million or 3.5% increase from the FY 2024 actual
receipts of $66.3 million. Transfer of ownership has been a significant driver of growth. This
revenue source has a one-year lag when compared to fluctuations in the economy, and during an
economic downturn lower mortgage interest rates are expected. For example, the median sales
price for a detached single-family residential home in the 4th quarter of calendar year 2024 or as of
December 31, 2024, increased by 3.6% compared to the previous quarter and by 21.5% over the
prior year’s same quarter; however, due to the lag in collections, staff recommends a modest $0.1
million decrease in this Mid-Year Review to reflect lower secured property taxes from sales activity
than initially expected.
As of the end of FY 2024, the reserve for Excess Education Revenue Augmentation Fund (ERAF),
representing the at-risk amount related to the State Controller’s Office auditing finding on Marin
County, totaled $5.6 million. As of December 2023, the State Controller’s Office has issued a
negative audit finding against Marin County. The state’s assertion is that former Redevelopment
Agency funds, which are now part of the regular property taxes, should be excluded from the
excess ERAF calculation. Marin County is challenging this finding and in late- December 2023, the
County of Santa Clara filed a lawsuit against the State Controller’s Office on this matter. The
estimate is, if this audit finding is sustained, 20% to 22% of excess ERAF is at risk for fiscal years
2021, 2022, 2023, 2024, and 2025. If the finding holds, the County of Santa Clara, along with other
Excess ERAF counties, will also face the impact of the audit findings. The practice of excluding the
at-risk ERAF funding from the City’s budget and keeping it in a reserve is consistent with the City’s
prior methodology for addressing this challenge.
Revenues Inc / (Dec)% change FY 2025 %FY 2024 %
Property Tax $1,288 6.3% $68,623 31.6% $63,785 32.0%
Sales Tax (1,535) -12.1% 39,577 28.2% 36,272 35.1%
Charges for Services 704 4.9% 38,637 38.9% 35,131 40.7%
Transient Occupancy Tax 839 8.0% 27,857 40.6% 26,834 39.1%
Utility User Tax 829 9.7% 19,943 47.0% 18,457 46.3%
Permits and Licenses (664) -12.7% 10,877 41.8% 10,256 50.8%
Documentary Transfer Tax 1,254 44.9% 7,260 55.7% 5,920 47.1%
Business Tax 1,340 - 4,763 28.1% 1,660 0.0%
All Other Revenue Sources 693 3.7% 42,159 46.6% 44,856 42.2%
Total Revenue 4,748 5.1% $259,696 37.8% $243,171 38.4%
General Fund Revenue
FY 2025 2nd Quarter YTD
(000's)
2nd Quarter Actuals Adjusted Budget
FY 2025 FY 2024
$21,716 $20,428
11,180 12,715
15,017 14,313
11,318 10,479
9,379 8,550
$98,169 $93,421
4,544 5,208
4,045 2,791
19,630 18,937
1,340 -
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Sales Tax
The FY 2025 Adopted Budget is $39.6 million, an increase of 5.6% compared to the actual Sales
Tax receipts of $37.5 million in FY 2024. Sales Tax for the first four months of FY 2025 is 12.1%
lower than the same period of the prior year. This is primarily due to lower auto sales and leasing.
FY 2025 auto related activities may normalize to FY 2023 levels, though federal actions may
further affect sales. In FY 2024, elevated car sales, driven by pent-up demand and attractive
pricing for electric cars, resulted in higher sales tax collections. In the Mid-Year report, staff
recommends a decrease in Sales Tax revenue by $3.9 million to account for these trends mainly
due to weaker auto sales and leasing activities.
Transient Occupancy Tax (TOT)
The FY 2025 Budget is $27.9 million, similar to the FY 2024 actual receipts of $27.8 million and
higher than the pre-pandemic actuals of $25.7 million in FY 2019. TOT economic performance
for the first five months of FY 2025 is 2.8% higher than the same period in the prior fiscal year.
Table 1 shows an 8.0% increase in TOT, which represents 4 ½ months of collection. On a monthly
basis, TOT performance has been volatile. For the first five months actual receipts, the average
occupancy rate is 79.1% (compared to 78.8% the prior fiscal year) and the average room rate is
$244 (down from $251 the prior fiscal year). Staff continues to monitor trends and estimates that
TOT levels will modestly increase and recommends a $0.6 million increase to TOT revenue, with
a corresponding $0.2 million increase in the transfer to the Capital Fund for capital
improvements.
Utility User Tax (UUT)
The FY 2025 Budget is $19.9 million, slightly higher than the $19.0 million FY 2024 actual receipts.
Actual receipts in the 2nd quarter are 11.4% higher than the same period of the prior year. Staff
recommends increasing the budget by $1.1 million in this report as a result of higher utility
revenues.
Documentary Transfer Tax
The FY 2025 Budget is $7.3 million, an increase of $0.2 million or 3.5% over FY 2024 actual receipts.
Cash receipts through the 2nd Quarter total $4.0 million, or 55.7% of the FY 2025 adjusted budget
and $1.3 million, or 44.9% higher compared to the 2nd Quarter of FY 2024, due to higher total
property sales activity. This revenue source is highly unpredictable, as it depends on the value of
properties being sold. Staff continues to monitor these receipts closely due to significant
fluctuations that can occur depending on the real estate sales activity. Staff recommends
increasing the budget by $1.4 million in this report due to current increased trends in FY 2025. As
of December 2024, this revenue has increased by 43.7% and the number of sales activities have
increased by 21.6%.
Return on Investments
The FY 2025 Budget is $3.3 million, a 10.8% decrease ($0.4 million) from FY 2024 actual receipts.
Cash receipts for FY 2025 total $0.9 million, or 26% of the FY 2025 budget, but this only represents
the 1st quarter earnings. Based on continued higher interest rate environment, staff recommends
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Attachment B
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increasing the budget by $0.5 million in this report.
Business Tax
The FY 2025 Adopted Budget includes $4.8 million for Business Tax revenue and as of the 2nd
quarter, revenue collected totals $1.3 million or 27.1% of the FY2025 budget due to the timing
of collections being in arrears compared to the end of the 2nd quarter. Staff will continue to
monitor collections and begun compliance and enforcement activities. A budget increase of $0.5
million in business tax revenue is recommended in this report to align with delinquent account
collections anticipated to be brought in by the business tax administration contractor in FY 2025.
In November 2022, voters approved Measure K (Business Tax) to provide additional funding for
critical public safety needs; transportation safety improvements and grade separations; and
affordable housing and unhoused services. The first BT payment was due on January 1, 2024, for
the calendar year of 2023. As a result, the FY 2024 receipt of $5.3 million represents a year and
half of collection. However, the initial collection was based on a BT rate of 3.75 cents per square
foot which will increase to 7.5 per square foot starting on January 1, 2025. The tax applies to non-
exempt businesses above 10,000 square feet with an annual single business cap of $500,000. Both
the rate and the cap will be increased annually by 2.5% beginning in FY 2027. A limited number of
businesses have the option to offset this tax by their sales/use tax collection. After the initial first
payment, filings will be submitted on a quarterly basis.
Charges for Services & Permits and Licenses
The FY 2025 Budget assumes an estimate of $38.6 million in Charges for Services, a $2.0 million, or
5.5% increase, compared to the FY 2024 actual receipt. The FY 2025 Budget assumes an estimate
of $10.9 million in permit and license revenue, which aligns with the $10.9 million FY 2024 actual
receipts. Together, these revenue categories make up nearly half of all non-tax revenues. In total,
$47.5 million was received during FY 2024, above the revised budget estimates by $1.6 million.
These revenue categories consist of charges to Stanford for fire services and paramedic services,
fees related to the City’s golf course, arts and science classes, plan check fees, Building Permits,
Fire Permits, and miscellaneous health and safety-related licenses. Several minor adjustments to
revenue in Charges for Service and Permits and Licenses are recommended in this report and
discussed below. Overall revenues in these categories are in line with activity levels anticipated
thus far with Permits and Licenses tracking lower than budget through second quarter due to
vacancies limiting fire and life safety inspections. In addition, the timing of collection of revenue in
these categories did not align with the end of the second quarter, for example the revenue from
Stanford for fire and paramedic services only reflects the first quarter payment as the second
payment was recorded after the end of second quarter.
• Fire Department Revenue: Overall revenue for the Fire Department is recommended to
increase by $0.3 million in these categories as part of the Mid-Year Review. Revenue
from Stanford University will increase by $0.1 million to offset costs related to the fire
academy and other programs per the fire response services agreement between the
City and Stanford University. Paramedic Transport Revenue is recommended to increase
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by $0.6 million to align estimates with current trends through the first half of FY 2025.
These increases are partially offset by a recommended decrease of $0.4 million due to
hiring delays which impacted the ability to provide Fire and Life Safety inspections in the
first half of FY 2025.
Expenditures
Overall General Fund expenditures are currently expected to remain within the FY 2025 Adjusted
budget levels of $286.1 million (excluding transfers to infrastructure or other funds). General Fund
expenditures (excluding operating transfers) for second quarter are 15.6% higher than the prior
fiscal year and are tracking at 44.8% of the Adjusted Budget (excluding encumbrances). This trend
exceeds prior fiscal year expenditure levels which were at 39.0% at the end of the 2nd quarter in
FY 2024. This is still under the 50% par level that is expected halfway through the fiscal year, and
staff will continue to monitor expense trends and inform Council regarding anticipated savings or
overages compared to budgeted levels.
Table 2
Salaries and Benefits
As a service driven organization, the largest expenditures are salaries and benefits. Preliminary
salary and benefits expenditures through December 2024 are approximately $99.0 million, or 53.4%
of the $179.8 million FY 2025 Budget, compared to $81.7 million or 49.0% in the same period in the
prior fiscal year. The City continues to maintain vacancies of approximately 125 positions; though
this changes frequently, this reflects approximately a 11.5% vacancy rate. See Table 3 below for
more detailed information regarding citywide vacancies by department and bargaining unit as of the
beginning of February.
Vacancy levels impact service capacity; however, departments use vacancy savings to mitigate these
impacts through other staffing strategies such as filling staffing gaps by contracting for professional
services, hiring ahead to allow overlap and smooth transitions, piloting new technologies to increase
Expenditures FY 2025 FY 2024 Inc/(Dec)% change FY 2025 %FY 2024 %
Police 30,414$ 26,032$ 4,382$ 16.8% 56,388$ 53.9% 52,241$ 49.8%
Fire 28,688 23,925 4,763 19.9% 55,441 51.7% 47,464 50.4%
Community Services 20,325 17,976 2,349 13.1% 42,553 47.8% 40,356 44.5%
Public Works 11,541 9,761 1,780 18.2% 27,805 41.5% 25,763 37.9%
Planning and Development Services 11,081 10,938 143 1.3% 29,336 37.8% 33,049 33.1%
Library 6,496 5,289 1,207 22.8% 12,840 50.6% 12,599 42.0%
Administrative Services 5,650 4,971 679 13.7% 12,154 46.5% 11,250 44.2%
All Other Departments 13,973 12,022 1,951 16.2% 49,605 28.2% 61,530 19.5%
Total Expenditures 128,168$ 110,914$ 17,254$ 15.6% 286,122$ 44.8% 284,252$ 39.0%
General Fund Expenditures
FY 2025 2nd Quarter YTD
(000's)
2nd Quarter Actuals Adjusted Budget
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efficiency in the absence of staff, and supporting a summer internship program.
Table 3
Citywide Vacancies by Department and Bargaining Unit
Public Safety Overtime
Table 4
Police and Fire
Salaries and Overtime Expense
FY 2025 2nd Quarter YTD
(000's)
FY 2025 FY 2024 % change FY 2025 %FY 2024 %
Inc (Dec)
Police - Salaries 10,562$ 9,110$ 15.9% 22,548$ 47% 21,577$ 42.2%
Police - Overtime 2,162 1,687 28.2% 5,903 37% 1,029 163.9%
Total Police 12,724 10,797 17.8% 28,451 45% 22,606 47.8%
Fire - Salaries 9,808 8,413 16.6% 21,628 45% 18,417 45.7%
Fire - Overtime 3,010 2,050 46.8% 2,721 111% 2,146 95.5%
Total Fire 12,818 10,463 22.5% 24,349 53% 20,563 50.9%
Total Public Safety
Salaries & Overtime 25,542$ 21,260$ 20.1% 52,800$ 48% 43,169$ 49.2%
2nd Quarter YTD Actuals Adjusted Budget
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Police Department overtime is 28.2% higher than the prior fiscal year, accounting for 37.0 % of
the adjusted budget. As of the second quarter of FY 2025, the department began with 7 full-time
vacancies and ended the quarter with 4 (3 Dispatchers and 1 Police Lieutenant). Of the 78 filled
PAPOA positions, 13(17%) were in long-term police training, 10 (13%) were on long-term leave,
and 55(70%) were available for duty.
Currently, 8 officers are assigned to investigations, 3 to traffic enforcement, 2 to personnel and
training, and 2 to special operations, leaving 40 officers available for patrol. These officers handle
approximately 110 calls per day, conduct enforcement stops, and engage in community outreach
initiatives. The department operates 5 patrol teams, each consisting of 4 to 5 members. Overtime
is primarily attributed to covering patrol officer vacancies due to absences and staffing gaps, as
well as responding to fluctuations in demand, such as major accidents. The department will
continue to monitor overtime expenses and assess their impact on budget, including additional
overtime incurred as part of recent retail theft grant activities. Vacancy savings in the Police
Department are offset by overtime costs required to maintain service levels. Additional
information regarding public safety overtime tracking is included in Attachment C.
Fire Department overtime is primarily driven by the need to backfill vacancies on shift. Under
the current deployment model, 24 positions are required daily for Fire Engines and Ambulances
to remain fully operational. Vacancies, whether due to unfilled positions, injury leave,
probationary training, or scheduled time off, must be backfilled with overtime. In FY 2025 Q2, 7
positions were vacant, and 6 employees were on injury leave, contributing to elevated overtime
levels as these positions were covered daily. As part of this report, the department is
recommending a total increase of $2.5 million for overtime related activities. This includes a net-
zero action to shift salary savings of $1.5 million to overtime in order to better align the budget
between anticipated salary and overtime spending through the end of FY 2025; Reimbursement
of $0.7 million for staffing Fire Station 8 and providing resources for strike teams around
California; and $0.3 million to add a fire engine to the current ambulance at Fire Station 4. The
near-term proposal is a cross-staffing model, which authorizes an overstrength 1.00 FTE Fire
Captain position, funded through overtime, at Fire Station 4, for a total of three shift personnel
starting March/April. More information about these actions can be found in Attachment A of
this report.
The Department conducted an entry-level hiring process in the summer and has sent 10 new hires
to the Fire Academy, which commenced in October 2024. The academy requires a minimum of 20
weeks for completion, during which overtime remains necessary to cover daily positions, as the
new hires are not yet trained or authorized for assignment to an Engine or Ambulance. Additional
information regarding public safety overtime tracking is included in Attachment C.
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Attachment C
2023 2024 2025 Q2
POLICE DEPARTMENT
Overtime Expense
Adopted Budget (A)$972,512 $1,028,988 $1,098,939
Modified Budget (B)972,512 1,028,988 1,098,939
Net Overtime Cost - see below 1,107,518 1,160,290 1,358,886
Variance to Budget (135,006) (131,303) (259,947)
Overtime Net Cost
Actual Expense $2,940,019 $3,467,691 $2,161,548
Less Reimbursements
Other Program Reimbursements 878 259,747 278,041
California OES/FEMA (Strike Teams)- - -
Stanford Communications 124,868 99,161 56,356
Utilities Communications Reimbursement 64,599 56,429 34,476
Local Agencies (C)4,949 6,574 3,449
Police Service Fees 100,413 117,433 46,162
Total Reimbursements 295,707 539,345 418,485
Less Department Vacancies (A)1,536,794 1,768,057 384,177
Net Overtime Cost $1,107,518 $1,160,290 $1,358,886
Department Vacancies (number of days)4,876 5,419 1,176
Workers' Compensation Cases 23 21 6
Department Disabilities (number of days)739 381 453
FIRE DEPARTMENT
Overtime Expense
Adopted Budget (D)$2,124,054 $2,146,234 $2,721,066
Modified Budget (E)3,801,054 2,146,234 5,216,682
Net Overtime Cost - see below 1,740,750 1,734,841 1,912,095
Variance to Budget 2,060,304 411,393 3,304,587
Overtime Net Cost
Actual Expense $3,589,198 $4,099,233 $3,009,868
Less Reimbursements
California OES/FEMA (Strike Teams) 341,629 - 308,239
Total Reimbursements 341,629 - 308,239
Less Department Vacancies (D)1,506,819 2,364,392 789,534
Net Overtime Cost $1,740,750 $1,734,841 $1,912,095
Department Vacancies (number of days)4,105 5,297 1,746
Workers' Compensation Cases 32 8 8
Department Disabilities (number of days)484 274 133
NOTES:
(A)The FY 2025 Police Department budget was increased by 1.0 Police Lieutenant.
(B)Police Department adopted budget has not been adjusted in FY 2025.
(C)Includes Animal Control Services contract with Los Altos and Los Altos Hills.
(D)The FY 2025 Fire Department budget was increased by 3.0 Fire Fighters.
(E)As part of the FY 2025 Mid-Year Review, staff is recommending actions that will result in a Fire Department overtime budget of $5.2 million.
Public Safety Departments
Overtime Analysis for Fiscal Years 2023 through 2025
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Attachment C - Public
Safety Overtime Analysis
Q2 2025
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City Council
Staff Report
From: City Manager
Report Type: ACTION ITEMS
Lead Department: City Manager
Meeting Date: February 24, 2025
Report #:2501-4037
TITLE
Approval of the 2025 City Council Priority Objectives, as well as Committee Objectives and
Workplans. CEQA Status -- Not a Project.
RECOMMENDATION
Staff recommends the City Council approve: (a) 2025 City Council Priority Objectives, and (b)
Committee Objectives and Workplans
BACKGROUND
On January 25, 2025, the City Council held its annual retreat to discuss and establish the 2025
Council Priorities. The City Council Protocols and Procedures Handbook defines a priority as a
topic that will receive significant attention during the year. The City Council established the
following Priorities for 2025:
•Economic Development & Retail Vibrancy
•Climate Action and Adaptation & the Natural Environment Protection
•Implementing Housing Strategies for Social and Economic Balance
•Public Safety, Wellness & Belonging
As has been the City’s practice for the past few years, staff has followed the City Council
approval of its priorities by developing and recommending for City Council approval a set of
objectives to advance each priority throughout the calendar year.
These objectives reflect “SMARTIE” principles - Specific, Measurable, Attainable, Relevant,
Time-bound, Inclusive, and Equitable. These Objectives primarily consist of City Council actions
and engagement and where significant staff resources are required throughout the calendar
year to further the Priorities. City Council engagement may include a variety of forms, such as
City Council approval, committee/council ad hoc review and recommendations, legislative
advocacy, regional board/committee representation, and budgetary actions. Using the 2024
City Council Priorities and Objectives as a baseline, along with department proposed and City
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Council suggested objectives during its Annual Retreat, staff has evaluated and included a
proposed list for City Council consideration in 2025.
In addition to City Council Priorities and Objectives, the City Council evaluates progress on
topics and issues of interest through the approval of Committee objectives, both for standing
and ad hoc committees. These are also included for consideration and approval.
ANALYSIS
The proposed 2025 City Council Priority Objectives lists a total of 68 objectives, compared to
last year’s 78. Attachment A includes the summary table with the following elements to help
guide the City Council in its decision making:
Carryforward/Revised/New- Objectives annotated by (C) are objectives that are carried over
from the 2024 list. (R) are objectives from the 2024 list that may have a second phase to the
project and have been revised to reflect 2025 goals. The number designation from the 2024
workplan is shown in parentheses. New Objectives (N) reflect a project that is new in 2025.
Objective Description- Summarizes the activity to be accomplished in calendar year 2025, and
if needed, a brief sentence describing the project. Once approved, a more thorough description
of the project and milestones will return to City Council at a later meeting.
Estimated Completion- Reflects the 2025 calendar quarter in which the Objective is expected
to be completed, subject to change. Q1 is January-March, Q2 is April-June, Q3 is July-
September, and Q4 is October-December.
City Council Priority Crossover- Identifies objectives that advance more than one City Council
Priority.
Funding Needed- Reflects a project that requires additional resources (staffing, capital
investment, or professional services) to achieve and complete the activity beyond current
budgeted levels. $ - up to 50K, $$ - 51-400K, $$$ - 500K+. Additional resources will be
considered for inclusion in the 2025-26 annual budget.
Staff Not Recommended- For a variety of reasons, any objectives that may have been carried
over from last year or suggested during the Annual Retreat that staff is not recommending be
considered in 2025 are identified in Attachment B.
Committee Objectives
The City Council retreat provided an opportunity to engage in a “big picture” discussion of what
the City Council would like to achieve over the year, and how the City’s decision-making
structure should be used to this end. The City Council selected its ad hoc committees for 2025,
with the understanding that these committees will adhere to Brown Act requirements:
•Retail Ad Hoc Committee
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•Rail Ad Hoc Committee
•Cubberley Ad Hoc Committee
•Climate Action & Sustainability Ad Hoc Committee
Based on the City Council action, staff has drafted Objectives for each of these committees and
are provided in Attachment C. In drafting these recommended Objectives, staff used the
principles presented at the City Council retreat:
•Ad hocs facilitate efficient Council meetings by vetting complex topics in advance
•Priorities and assignments, including ad hoc missions (objectives), will be made by the
full Council to ensure transparent management of resources
•Ad hoc recommendations proceed directly to the full Council, not heard by more than
one committee
•Recommendations from ad hocs will be developed in public
Objectives for the perennial Council Appointed Officers Committee and City/Schools Liaison
Committee are also included in Attachment C.
Recommended workplans for the standing Policy & Services Committee and Finance Committee
are provided in Attachments D and E.
As work proceeds over the year, it is likely that changes to committee objectives may be
desired. Staff or committees may recommend such changes for City Council approval at any
point during the year.
FISCAL/RESOURCE IMPACT
City Council approval of Priority Objectives does not have an immediate fiscal impact; however,
resources will need to be allocated to implement Council Priorities. Opportunities to allocate
resources to projects include the FY 2026 annual budget process, with adoption scheduled for
June 2025. In addition, the City Council may amend the budget throughout the year.
STAKEHOLDER ENGAGEMENT
City Council, community and stakeholder engagement is a key area of focus that is woven into
the workplans to implement the proposed City Council objectives contained in this report.
The City uses the International Association for Public Participation (IAP2) as a guide to structure
community participation and align that participation with the type of input or feedback needed
based on the project/issue. Workplan engagement typically fit within these general focus areas-
Inform: Fact sheets, webpages, blog posts, information sessions, open houses, frequently asked
questions, community briefings, and website feedback forms
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Consult & Involve: Surveys, focus groups, questions and answer sessions, office hours, public
meetings like community meetings, town halls, panel discussions, workshops, and polling
Collaborate & Empower: Working groups, ad hoc groups, feedback groups, boards,
commissions and committee meetings, community advisory panels, advisory groups, digital
engagement platforms, and voter ballot measures
ENVIRONMENTAL REVIEW
City Council action on this item is not a project as defined by CEQA because the City Council
discussion on 2025 Priority and Committee Objectives are a continuing administrative or
maintenance activity. CEQA Guidelines section 15378 (b)(2).
ATTACHMENTS
Attachment A: Proposed 2025 City Council Priority Objectives
Attachment B: 2025 Staff Not Recommended Objectives
Attachment C: Committee Objectives
Attachment D: 2025 Policy & Services Committee Workplan
Attachment E: 2025 Finance Committee Workplan
APPROVED BY:
Ed Shikada, City Manager
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ATTACHMENT A
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20
21
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A B C D E F G H I J O
ED CA IHS PS
X R Council approval of outdoor activation guidelines for California Avenue. Council approval of outdoor activity guidelines informed by continued engagement with
stakeholders on a refined priorities and recommendations and Initiate implementation. (2)
X
X R Resume work on new parking structure in downtown core (Lot D). Staff will present parking garage design options to City Council for selection. (8)X
X R Complete build-out of fiber-to-the-premises (FTTP) pilot Phase 1 with grid modernization. Complete building out of a reliable and high-speed municipal fiber
service in a pilot area and work to establish internet service provider operations including necessary business tools such rate setting, billing and operations
software to roll out services in the initial build. (9)
X
X R Council consideration of an ordinance that expands retail opportunities and promotes retail resiliency. Consider further refinement to retail and retail-like
definition and explore changes to retail preservation ordinance. (12)
X
X N Council consideration of an ordinance restoring subjective wireless communication facility regulations. Hold a public hearing on a draft ordinance implementing
the City Council's direction from late 2024 to eliminate objective standards for the placement of wireless antennas within the public right of way on street light or
utility poles.
X
X R Enhance partnerships with private-sector stakeholders. Meet regularly with businesses, brokers, property owners, and other private-sector partners to shape,
inform, and enhance economic development efforts . (10)
X N Council approval of funding to continue Downtown cleanliness enhancements and other medium-term investments. Include necessary proposals and budget
appropriations as part of the development of the FY 2026 Operating Budget to continue enhanced Downtown Cleanliness enhancements.
X $$
X R Council approval of Ramona Street design and funding appropriations. Engage stakeholders to develop design proposals for Car-Free Ramona Street and present
to Council for necessary funding appropriations to implement initial phase(s). (4)
X $$
X R Council approval of a final signage plan for California Avenue and funding appropriations. Review the signage plan for California Avenue with the Architectural
Review Board (ARB), incorporate feedback, and seek Council approval to implement the plan. (2)
X $$$
X R Council approval of a design option for California Ave. Engage stakeholders to refine alternative street designs for California Avenue and present them to Council
for discussion and action, including funding appropriations to pursue a street design. (3)
X $$$
X N Begin feasibility analysis of Assessment District for University Avenue Streetscape. Conduct analysis to determine practicality of an assessment district or similarly
funding strategy as a funding mechanism for capital enhancements to University Avenue Streetscape.
X $$
X N Propose and implement outdoor activation guidelines for Car-Free Ramona Street. Initiate implementation of Council approved outdoor activity guidelines
informed by continued engagement with stakeholders on a refined priorities and recommendations.
X $$
X N Refine destination marketing efforts and enhance Palo Alto’s reputation. Meet with hospitality partners to assess willingness to partner with the City on
destination marketing efforts and propose next steps, including necessary appropriation actions, to City Council.
X $$
X R Council Adoption of the Safe Streets for All (SS4A) Safety Action Plan. Informed by feedback from the Policy & Services Committee, bring forward a Safety Action
Plan providing a roadmap for eliminating traffic deaths and severe injuries through the reduction of vehicle miles traveled enabling staff to seek grant funding for
implementation. (14)
X
X X R Begin construction of the Newell Road Bridge Replacement project. Award of a construction contract for the replacement of Newell Road Bridge in time to begin
construction taking advantage of the 2025 in-channel construction season. (32)
X
X C Complete construction of initial pilot area of electric grid modernization. Project will increase electrical capacity and reliability in initial pilot area bounded by
Louis, Amarillo, 101, & Embarcadero about 1,200 homes; once completed, staff will continue the grid upgrades to the "Phase 1" area which impacts approx 6,000
X
X X R Begin construction of Hamilton Avenue storm drain system capacity upgrades project. Prioritization of the Hamilton Avenue project from the list of 2017 ballot
measure priority projects will increase the ability of the storm drain system to convey water in the event of a San Francisquito Creek overflow. (31)
X
N/R
/
C
2025 CITY COUNCIL PRIORITIES AND OBJECTIVES
Climate Action and Adaptation, & Natural Environment Protection (CA)
Ongoing
Council Priority
Economic Development & Retail Vibrancy (ED)
Q1 Q2 Q3 Q4 $ N
e
e
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OBJECTIVES
(68 in total)
Page 1 of 4
Item 10
Attachment A - Proposed 2025 City
Council Priority Objectives
Item 10: Staff Report Pg. 5 Packet Pg. 180 of 246
ATTACHMENT A
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2025 CITY COUNCIL PRIORITIES AND OBJECTIVES
Council Priority
Q1 Q2 Q3 Q4 $ N
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(68 in total)
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
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42
X C Council consideration of an ordinance implementing updated Stream/Creek Corridor Setback requirements. (34)X
X C Council consideration of an ordinance implementing Bird Safe Glass & Wildlife Light Pollution Protections standards. (35)X
X R Council Adoption of the 2025 Bicycle and Pedestrian Transportation Plan (BPTP). Consideration of the BPTP effort informed by stakeholder engagement and
review and feedback from the PTC for City Council adoption. (15)
X
X R Develop and begin implementing a City Facility Electrification Plan. Building on the citywide Facilities Assessment, create a multi-year plan to begin replacing
fossil fuel use in City buildings in alignment with S/CAP goals, and begin implementing through the Capital Improvement Program. (19)
X
X N Develop an updated Regional Water Quality Control Plant Biosolids Facility Plan. Complete initial work to develop plan, including consideration of PFAS pollutants
and the Measure E site, and review with a Council committee in advance of Council acceptance of the plan in late 2025 or early 2026.
X
X N Develop and obtain Council approval for strategies and a 2026/2027 work plan for the next phase of S/CAP implementation of climate and sustainability goals,
including engaging with Palo Alto Student Climate Coalition on its Heat Mapping project for possible inclusion.
X
X X R Refine Grade Separation Design Alternatives per Council Direction and Conduct Outreach to Support Rail Committee Review of Locally Preferred Alternatives.
Review advanced alternatives to minimize right of way impacts and improve traffic circulation, conduct outreach, and develop conceptual plans (15% design) for
X
X X C Advocate for the San Francisquito Creek Flood Protection capital project (Reach 2) through Council’s JPA representation and any Council approvals involved.
(31)
X
X X R Begin development of a Regional Shoreline Adaptation Plan meeting new standards approved by BCDC. Engage with neighboring cities for potential partnership
and review status with the City Council. (33)
X
X N Initiate Preliminary Engineering and Environmental Clearance Work for Quarry Road Extension in Partnership with Stanford University, Caltrans, & VTA.X
X C Complete deployment of 65,000 residential Advanced Metering Infrastructure (AMI) meters by end of FY 2025 and begin deployment of commercial AMI
meters. (13)
X
X R Complete E-Mobility Strategic Plan for Council acceptance. Develop, approve and implement the Plan which reflects feedback on strategies reviewed by the
Council Ad Hoc Climate Protection Committee and its Working Group. (21)
X $
X R Share preliminary analysis of strategies for a physical and financial transition of the gas utility to relevant policymakers and stakeholders. Utilize initial subject
matter expert work that developed a minimum future gas grid need for system retirement to analyze alternatives for scaling down the gas distribution system. (17)
X $$
X N Present an ordinance to Council enacting the 2026 California Building Standards Code update, including the California Green Building Standards Code; submit to
the California Building Standards Commission for approval.
X $$
X R Council approval for Phase 2 (full service program) of the Advanced Whole Home Electrification Pilot Program and begin implementation. (19)X $$$
X R Develop an Advanced Commercial Rooftop HVAC Pilot Program proposal and review with the Climate Action and Sustainability Ad Hoc Committee for
recommendation to Council. (20)
X $$$
X N Propose an updated multifamily EV charger program (EV 2.0) for Council approval. X $$$
X R Prepare an ordinance for Council review expanding the housing focus area. Increase housing development potential along El Camino Real and consideration of an
exemption from payment of development impact fees for inclusionary units under certain circumstances, consistent with Housing Element Program 3.4 E. (41)
X
X C Present to Council an ordinance updating the City’s housing incentive program. Increase housing development potential and expand provisions to multi-family
zoning and other commercial districts in accordance with Housing Element Program 3.4 D. (46)
X
Implementing Housing Strategies for Social & Economic Balance (IHS)
Page 2 of 4
Item 10
Attachment A - Proposed 2025 City
Council Priority Objectives
Item 10: Staff Report Pg. 6 Packet Pg. 181 of 246
ATTACHMENT A
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2025 CITY COUNCIL PRIORITIES AND OBJECTIVES
Council Priority
Q1 Q2 Q3 Q4 $ N
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e
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OBJECTIVES
(68 in total)
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
X N Prepare an update to the City's accessory dwelling unit ordinance. Update local implementation regulations to respond to changes in State Law, consistency with
the State Housing and Community Department's 2025 ADU Handbook and address applicable deficiencies identified in HCD's comment letter.
X
X C Partner with Santa Clara County Housing Authority to achieve construction timeline milestones for the Palo Alto Homekey project (which will provide
transitional housing and services for unhoused residents). (51)
X
X R Present a renter protection fair chance ordinance to Council. Present findings of an analysis and policy recommendations in the form of a draft ordinance to
reduce barriers to housing by individuals with criminal records, consistent with Housing Element Program 6.6 I. (54)
X
X R Report out on initial data from the rental registry program and project implementation; receive feedback and recommendations for next steps. (57)X
X R Present to Council an analysis related to anti-rent gouging. Consistent with prior Council direction, examine implications of a possible ordinance from a legal,
policy and anticipated resource demand perspectives; receive direction on next steps. (55)
X
X R Extend for one year or codify R1/SB 9 interim ordinance. Establish objective development standards and increases the maximum floor area for SB 9 units from 800
to 1200 square feet consistent with Housing Element Program 6.3A; consider implications of similar objective standards for R1 and SB 9 projects relative to the
City’s Individual Review Program. (45)
X
X N Initiate evaluation of South of Forest Area Coordinated Area Plan (SOFA) development standards. Review and explore options to amend the coordinated area
plan with the intent to replace subjective development standards with objective standards consistent with Housing Element Program 3.7.
X
X N Identify different housing typology options for the one-acre site near Matadero Creek. Use grant funded technical analysis to consider housing options for a
future affordable housing development on land to be dedicated to the City from the 2023 Sobrato/City Development Agreement; present findings and receive
direction from Council.
X
X N Prepare the Community Development Block Grant (CDBG) 5-Year Consolidated Plan and Annual Action Plan. The Quinquennial update helps jurisdictions to
assess affordable housing and community development needs and market conditions to make data-driven, place-based investment decisions when distributing
federal CDBG grant funds.
X
X R Present to Council the Downtown Housing Plan Community Assessment report and receive Council direction on draft housing plan scenarios. Continue
advancing the plan development and public engagement strategy to prepare draft housing plan and environmental review. (36)
X X X X R Initiate the San Antonio Road Area Plan. Begin data gathering, document review, implementing a community outreach and engagement strategy, check-in
meetings with appointed and elected officials, and review by the City Council of a community assessment report and receive updated project direction, consistent
with Housing Element Program 6.6 C. (40)
X R Advance affordable housing project on Downtown surface parking lot (Lot T). Enter into an exclusive negotiating agreement with Alta Housing; receive an
updated project concept design & prescreening application for Council review; receive formal planning entitlement application, consistent with Housing Element
Program 1.4 A. (8)
X R Present an ordinance to Council that supports innovative housing structures. Creates zoning incentives or update development standards to support various
housing typologies, including micro-units, intergenerational housing, aging adults, students and lower-income units, consistent with Housing Element Program 6.5.
(48)
X $$
X R Present findings to Council on a study that explores code amendments reducing commercial floor area and possible extension of Downtown in-lieu parking
program to residential development: Evaluate opportunities that make multi-family housing an attractive alternative to commercial office development,
consistent with Housing Element Program 3.9. (50)
X $$
X C Work with the Santa Clara County Housing Authority to determine next steps to maintain affordability and improve conditions at Buena Vista Mobile Park. (56)$
X X X X N Update development impact fees for public safety, government facilities, housing, transportation, parks, and community services. Conduct a feasibility study to
ensure housing remains viable. Consider waiving fees for low-income units with 20% deed restrictions. (Housing Element Programs 2.1B; 3.1 B&C)
$$
Public Safety, Wellness & Belonging (PS)
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
Page 3 of 4
Item 10
Attachment A - Proposed 2025 City
Council Priority Objectives
Item 10: Staff Report Pg. 7 Packet Pg. 182 of 246
ATTACHMENT A
1
2
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A B C D E F G H I J O
ED CA IHS PS N/R
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C
2025 CITY COUNCIL PRIORITIES AND OBJECTIVES
Council Priority
Q1 Q2 Q3 Q4 $ N
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OBJECTIVES
(68 in total)
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61
62
63
64
65
66
67
68
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74
757677
X C Open the new Public Safety Building for daily Police, OES, and Fire services. Complete construction, move-in of departments, and a ribbon-cutting event to
commemorate the official availability of public safety services from the facility for all. (72)
X
X C Council to adopt the updated Foothills Fire Management Plan and Community Wildfire Protection Plan. Plan to reflect alignment with Santa Clara County and
other agencies and entities to address early warning technology, planning and procedural elements and risk mitigation. (71)
X
X C Council approval of construction contract for Fire Station No. 4 Replacement project and initiation of construction. (73)X
X N Activate a fire engine at Fire Station 4. Augment staffing at Fire Station 4 to deploy either ambulance or fire engine response.X
X R Develop Master Plan for Cubberley site. Complete a master plan by December 2025 for 15 acres anticipated to be purchased from PAUSD pending a successful
bond measure in November 2026 and begin community polling to inform the development of a ballot measure for voter consideration. (61)
X
X N Implement the 2024-2025 Equity Action Plan. Complete the 28 action items in the action plan in collaboration with partners. X
X R Implement New Expanded CSD Recreation Special Events Workplan. Approve and implement the Workplan which expands Community Special Events that foster
togetherness, belonging and celebrate the rich diversity of our community (60)
X R Support visible police presence by maintaining full police officer staffing through continuous recruiting and retention efforts. Identify and plan for anticipated
vacancies and retirements, hold monthly testing and interview sessions and timely background checks to maintain a vacancy of less than 5%. (67)
X C Continue engagement with San Francisco Airport on SFO's Ground Based Augmentation System (GBAS) project and other potential opportunities to decrease
SFO noise impacts on Palo Alto. (79)
X R Open 445 Bryant Street Community Center. Complete construction and any necessary partnership agreements to begin La Comida Senior Lunch Program at the
facility by end of July, 2025; plan further work for general community center operations concurrently. (64)
X $$
X C Council Approval of Quiet Zone Concept Plans at Churchill Ave, Meadow Drive, and Charleston Rd Rail Crossings. (76)X $$
X N Enhance and Expand Inclusive Programs and Services. Enhance services to support individuals with disabilities seeking accommodation support, expand
community partnerships that serve the disability community, and implement new therapeutic recreation programs
$
X R Support Community Mental Health. Provide support for all ages through community partnerships, programs, and initiatives. (65)$
X X N Enhance safety and improve quality of life in commercial areas by reducing criminal activity through business engagement and the deployment of officers and
technology. Establish a Business Watch program to enhance collaboration with businesses and assign two officers at a minimum to patrol high traffic commercial
areas.
$$
X R Initiate an update to the City’s seismic hazards ordinance. Conduct an assessment of previous study, update potentially eligible buildings, and begin work on
seismic hazard identify and mitigation ordinance. (75)
$$
X C Implement plan for phaseout of leaded fuel at Palo Alto Airport. With unleaded fuel now available at the airport, implement plan to conduct lead monitoring,
encourage and track use of the fuel, explore potentially subsidizing the cost of unleaded fuel, and develop updated lease requirements to promote unleaded fuel.
(77)
$$
Ongoing
Ongoing
Ongoing
Ongoing
Ongoing
$ - up to 50K; $$ - 51-400K, $$$ - 500K+
(C) are objectives that are carried over from the 2024 list, (R) are objectives from the 2024 list that may have a second phase to the project and have been revised to reflect 2025 goals, (N) reflect a project that is new in 2025
Ongoing
Ongoing
Ongoing
Page 4 of 4
Item 10
Attachment A - Proposed 2025 City
Council Priority Objectives
Item 10: Staff Report Pg. 8 Packet Pg. 183 of 246
ATTACHMENT B
Staff Not Recommended Objectives
For various reasons—including staff capacity to advance, feasibility challenges, or that work is already
underway —some objectives from the 2024 Priority Objectives list, previous Council suggestions, or the
Annual Retreat suggestions are not recommended to become priority objectives for 2025. Objectives
that were part of the 2024 list will have their corresponding number in parentheses at the end of the
sentence. These objectives are listed below. Staff will be prepared to respond to any Councilmember’s
questions.
Economic Development and Retail Vibrancy
a)Develop and present preliminary options for activating vacant storefronts: Explore regulatory
strategy and low friction/barrier permitting for temporary popup stores. (11)
b)Facilitate the establishment of sustainable business organization in the Cal Ave, DT, and Midtown
districts. (1)
c)Council Consideration and Adoption of Parking Permit Policies and Program Updates: Improve
Customer Experience, Align with Environmental and Transportation Goals, and Recover Costs. (26)
d)Comprehensively Update the City's Zoning Code including policies that support Economic
Development Strategies. Reformat for improved readability, update definitions, use categories,
development standards and permitting processes. (12)
Climate Action and Adaptation & Natural Environment Protection (CA)
e)Evaluate the integration of biogas into the gas utility business model and share results with
Council and other policymakers.
Implementing Housing Strategies for Social & Economic Balance
f)Initiate study that identifies options and feasibility of regulations to limit short-term rentals
Citywide consistent with Housing Element Programs 4.2D&E.
g)Enforcement policy recommendations related to Ghost Houses: Survey existing enforcement
mechanisms and Ghost House (extended vacancy) data collection in other jurisdictions and return to
Council by end of 2024, consistent with Council direction from November 27, 2023.
h)Amend the zoning code to ensure residential uses in commercially zoned areas receive the same
protections as those in exclusively residential zones. The City Council on November 13, 2023
supported this request from the Palo Alto Redwoods Homeowners Association.
i)Amend the City’s Comprehensive Plan Safety Element to align with State law.
j)Evaluate and make policy recommendation to Council regarding a partnership with the California
Community Housing Agency (CalCHA). CalCHA issues governmental bonds for the purpose of
financing projects that provide, preserve and support affordable local housing for low-income,
moderate-income and middle-income families and individuals.
k)Present options to Council for increasing housing in the California Avenue corridor. Consistent with
Council direction from August 14, 2023.
Item 10
Attachment B - 2025 Staff
Not Recommended
Objectives
Item 10: Staff Report Pg. 9 Packet Pg. 184 of 246
ATTACHMENT B
l)Prepare a Coordinated Area Plan or similar for California Avenue.
m)Prepare a Coordinated Area Plan or similar for El Camino Real.
n)Present options to the City Council that identify and evaluate sources and methods to raise
significant funding to support new affordable housing production and preservation. (42)
Public Safety, Wellness & Belonging
o)Complete next steps for Palo Alto Airport Long Range Planning work. Develop new alternatives
considering Council's September 2024 Study Session input, conduct community engagement, and
return to Council for review and action.
p)Support Caltrain’s Corridor Safety and Security Initiatives. (74)
Item 10
Attachment B - 2025 Staff
Not Recommended
Objectives
Item 10: Staff Report Pg. 10 Packet Pg. 185 of 246
ATTACHMENT C
2025 Committee Objectives
And Tentative meeting schedules
Rail Ad Hoc Committee
To meet every other month
The Rail Committee reviews the projects and provides recommendations to the City Council based on
the Rail Guiding principles adopted by the City Council (August 8, 2022). The projects include: the grade
separations and safety improvements at existing crossings, additional east-west bicycle and pedestrian
crossings, and quiet zone improvements. Rail committee will review and advance projects for Council
approval.
With the exception of bicycle and pedestrian railway crossings, all matters related to cycling and
pedestrians such as the Bicycle Pedestrian Transportation Plan (BPTP) will be reviewed by the Policy &
Services Committee for recommendations to the full City Council.
Cubberley Ad Hoc Committee
To meet monthly, possibly immediately before the Finance Committee given the
membership of both are the same
The Cubberley Ad Hoc will ensure the City Council’s vision is reflected through the master plan process
and serve as the Council ambassador for engagement with the community and building community
support for development for a new community center at the Cubberley site. This includes making
recommendations to the Council on the future operating model (e.g. services available, approach to fees
& charges, space allocation) and master plan that will successfully receive voter support in 2026.
Coordination with PAUSD on Cubberley will occur through this committee rather than CSLC. Operations,
funding, and ballot measure work (including polling) may be heard by the Finance Committee rather
than the Cubberley Ad Hoc for recommendations to the full City Council.
Retail Ad Hoc Committee
To meet every other month
The retail committee will provide a regular forum for business and community stakeholders to engage
with Council members on implementation of the City’s economic development strategy. The retail
committee will make recommendations to the City Council on economic development and retail
vibrancy efforts, such as additional business support, proposed University and California Avenue
improvements, and citywide retail zoning code changes.
Item 10
Attachment C -
Committee Objectives
Item 10: Staff Report Pg. 11 Packet Pg. 186 of 246
ATTACHMENT C
Climate Action & Sustainability Ad Hoc Committee
To meet monthly
The Climate Action & Sustainability Committee will support implementation of the Climate Action
workplan items of the Three-Year Sustainability and Climate Action Plan (S/CAP) Workplan and the 2025
Council Priority Objectives for the Climate Action & Adaptation, and Natural Environment Council
priority. The Committee will also discuss and provide input on S/CAP implementation strategy leading to
Council approval and the development of the Climate Action sections of the upcoming 2026-2027 S/CAP
Workplan, including consideration of appropriate actions toward the 2030 Carbon Neutrality goal.
Implementation of the Reliability and Resiliency Strategic Plan will continue to be reviewed primarily by
the Utilities Advisory Commission (UAC), and recommendations for funding S/CAP programs through the
budget process will be made by the UAC and Finance Committee based on priorities established by the
Climate Action & Sustainability Committee.
Council Appointed Officers Committee
Meets as needed
The CAO Committee meets on an as-needed schedule to address issues that Council has referred to the
Committee related to Council's four direct appointees: the City Manager, City Attorney, City Clerk and
City Auditor. For example, the committee may be tasked with duties related to performance
evaluations, compensation, and the filling of vacancies. The CAO Committee is to make
recommendations to the Council annually regarding the process for CAO evaluations and the selection
of the consultant to serve as the facilitator for the CAO evaluations for the year. The CAO Committee is
also to schedule the CAO performance evaluations in partnership with staff.
City/Schools Liaison Committee
Typically meets monthly
The City-Schools Liaison Committee is composed of two Councilmembers and two members of the
Board of Education of the Palo Alto Unified School District. The committee’s purpose is to share
information, collaborate, and coordinate on issues related to Palo Alto’s school-aged children and youth.
Policy & Services Committee: See Attachment D
Finance Committee: See Attachment E
Item 10
Attachment C -
Committee Objectives
Item 10: Staff Report Pg. 12 Packet Pg. 187 of 246
City of Palo Alto I 250 Hamilton Avenue, Palo Alto, CA. I www.cityofpaloalto.org – February 2025
ATTACHMENT D
POLICY & SERVICES WORKPLAN
CALENDAR 2025
As of February 2025
The Municipal Code states that the role of the Council Policy & Services Committee is to consider and
make recommendations on matters referred to it by the Council relating to parliamentary and
administrative procedures and policy matters pertaining to intergovernmental relations, personnel
policies, planning and zoning, traffic and parking, public work, and community and human services.
(§2.04.220)
The end of the document contains information on the completed 2024 referrals as well as the pending
referral with no set date.
January
•Mayor appoints Committee and designates Chair; no Policy & Services Committee meeting
February
•Auditor Report: Grant Management Audit
•Auditor Report: Utility Billing Audit
•Nonprofit Partnerships Workplan
•Follow Up from City Council Retreat re Umbrella Operating Strategies
March
•Auditor Report: Dispatch Assessment
•Recommendations for Nonprofit Partnerships Workplan Phase 1
•Auditor Quarterly Report (tentative)
•Auditor Task Order Report (if needed)
April
•Update on Recent Race and Equity Work
•Legislative Update (State and Federal)
•Referral: Board and Commission Member Onboarding Support
•Auditor Report: TBD
•Auditor Report: TBD
May
•Recommended Approval of Safe Streets for All Action Plan
•Referral (2024): Establish a frequency for joint City Council meetings or Policy & Services meeting
with Boards and Commissions, Youth Council, and meetings with Boards and Commissions Chairs;
Item 10
Attachment D - 2025
Policy & Services
Committee Workplan
Item 10: Staff Report Pg. 13 Packet Pg. 188 of 246
City of Palo Alto I 250 Hamilton Avenue, Palo Alto, CA. I www.cityofpaloalto.org – February 2025
•Referral Follow Up: Discussion and Recommendation to Council Regarding Potential New
Procedure for Councilmembers to Make Referrals to Staff
•Auditor Report: TBD
June
•Referral (2024): Review of an annual schedule of repeat items that occur annually on agendas for
Policy & Services, Finance Committee, and City Council along with the approximate month they
occur
•Referral (2024): Policy & Services to review and make recommendations for any initiatives to
support and strengthen neighborhood programs (linked to discussions in 2021)
•Audit task orders
•Tentative: Bicycle Pedestrian Transportation Plan (BPTP)
July
No meeting; Council break
August
•Auditor Report: TBD
•Auditor Report: TBD
•Race and Equity Update Report
•Legislative Update (State and Federal)
September
•Auditor Report: TBD
October
•Quarterly Audit Status Report
November
•Auditor Report: TBD
•Legislative Agenda and Guidelines (can also go in December)
•Quarterly Update on Recent Race and Equity Work
December
•Auditor Report: TBD
•Procedures & Protocols Handbook Discussion (Annual Discussion)
•2026 City Council Priorities Discussion (focused on process, the retreat and submitted ideas)
•Informational: Report out on Status of Committee Referrals
Completed Referrals (status and date of referral):
1. Public Arts Program Discussion
2. Council Discretionary Funds Policy
3.Discussion of the Creation of the Advisory Committee regarding Council Compensation
Item 10
Attachment D - 2025
Policy & Services
Committee Workplan
Item 10: Staff Report Pg. 14 Packet Pg. 189 of 246
City of Palo Alto I 250 Hamilton Avenue, Palo Alto, CA. I www.cityofpaloalto.org – February 2025
4. Initial Discussion Regarding Potential New Procedure for Councilmembers Referrals to Staff
Pending Referrals:
1. Continued follow up of: Seismic Ordinance Update
Previous Council Suggestions:
1. Lead inclusive engagement and outreach to co-create an implementation plan to address
homelessness in Palo Alto
2.Explore options to expand RV safe parking, in particular near Geng Road. Present findings to
Council
3.Pursue options for ensuring sanitary and safe conditions related to unhoused populations.
Relates to efforts to address health and safety impacts of homelessness.
Item 10
Attachment D - 2025
Policy & Services
Committee Workplan
Item 10: Staff Report Pg. 15 Packet Pg. 190 of 246
City of Palo Alto I 250 Hamilton Avenue, Palo Alto, CA. I www.cityofpaloalto.org
ATTACHMENT E
FINANCE COMMITTEE WORKPLAN
CALENDAR 2025
As of February 13, 2025
The Municipal Code states that the role of the Council Finance Committee is to consider and
make recommendations on matters referred to it by the Council relating to finance, budget,
financial audits, capital planning and debt. (§2.04.210).
See the end of the document for information on the completed 2024 referrals as well as the
outstanding and on hold referrals to date.
January
Mayor appoints Committee and designates Chair; usually no FC meeting
February
No Meeting, City Council meeting scheduled for Cubberley visioning
March (4th & 18th)
•Planning and Development Services Municipal Fee Update
•Real Property Transaction Review
•Storm Water Management Fee
April (1st & 15th)
•Utilities Advisory Commission Rate Forecasts and Five-Year Financial Plans: Gas, Electric,
Water, Wastewater Collection
•Review Human Services Resource Allocation Program recommended grants after Human
Resources Commission Review in March [tentative]
May (6th, 7th, & 20th)
•Annual Budget Review: Operating and Five-year Capital Improvement Plan
o Alternative meeting times (9:00am – 5:00pm) 5/6 and 5/7
•City-wide Municipal Fee Study
June (3rd & 17th)
•Review Cubberley [tentative]
•Third Quarter Fiscal Year 2025 Financial Report
•Adoption of Fiscal Year 2025 Investment Policy (to be done by June 30 per code)
July
No meeting; Council Break
Item 10
Attachment E - 2025
Finance Committee
Workplan
Item 10: Staff Report Pg. 16 Packet Pg. 191 of 246
Finance Committee Tentative Topics, Calendar 2025
As of February 13, 2025
August
•Grid Modernization Capital Improvement review issuance of debt for project financing
September
•Accept California Public Employees’ Retirement System (CalPERS) Pension Annual Valuation.
Reports as of June 30, 2024
o Every 3-4-year review/decision on pension funding policy assumptions next review
scheduled for FY 2026.
October
November
•Informational: Report out on Status of Committee Referrals
•Discussion and Recommendation to the City Council to Accept the Macias Gini & O'Connell's
Audit of the City of Palo Alto's Financial Statements as of June 30, 2025 and Management
Letter
•Discussion and Recommendation to Approve the Fiscal Year (FY) 2025 Annual
Comprehensive Financial Report (ACFR) and Approve Budget Amendments in Various Funds
December
•Review and Forward the FY 2027 - FY 2036 Long Range Financial Forecast
•First Quarter Fiscal Year 2026 Financial Report
•Preliminary Utility Rate Forecast Review
Referred Topics:
A full report on the status of Finance Committee referrals and the status can be found here1,
Item 2 on the November 19, 2024 agenda.
Completed/Scheduled Referrals
1)JMZ ticket pricing analysis to understand interactions between changes to $18 ticket,
attendance, and cost recovery.
2)Planning and Development Services Fee Study [scheduled March 2025]
3) Parking Permits Pricing and Parking Permit Funds Financial Status. [scheduled for FY 2026
budget process]
4) Ability Path financial support [addressed in FY 2025 Mid-Year Report]
5) Analyze Fire Emergency Medical Response Fee. [scheduled for FY 2026 Municipal Fee
Schedule]
In Progress/Pending Referrals:
6) Fire Emergency Medical Response; Supplemental Resources. [Initial review completed
November 2024, additional resources addressed in FY 2025 Mid-Year Report]
7) Review Parks Restroom Prioritization; Specifically, Pardee Park.
8) Active Recruitment Digital Marketing Services (Contract Services)
Item 10
Attachment E - 2025
Finance Committee
Workplan
Item 10: Staff Report Pg. 17 Packet Pg. 192 of 246
Finance Committee Tentative Topics, Calendar 2025
As of February 13, 2025
9) Establish Organizational Development & Safety Division
10)Explore financial, outreach, and policy processes for adding East Palo Alto to resident rates
for the golf course
11)Increasing Revenue- Generating CSD Programming to Meet Demand
Item 10
Attachment E - 2025
Finance Committee
Workplan
Item 10: Staff Report Pg. 18 Packet Pg. 193 of 246
City Council
Staff Report
Report Type: INFORMATION REPORTS
Lead Department: Administrative Services
Meeting Date: February 24, 2025
Report #:2501-4010
TITLE
City of Palo Alto Monthly Investment Report January 2025 (Unaudited)
ATTACHMENTS
Attachment A: January 2025 Monthly Investment Activity Report
APPROVED BY:
Lauren Lai
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CITY OF PALO ALTO
MONTHLY INVESTMENT ACTIVITY REPORT
January 2025 (Unaudited)
TO: Honorable City Council
Report Posted at the City’s Website: www.cityofpaloalto.org/investmentreporting
Above Link on Council Agenda of February 24, 2025
______________________________________________________________________
The City’s Investment Policy1 (Policy) and California Government Code Section 53607 requires that a
report of transactions (investments, reinvestment, sold, and exchanged securities) be made available
to the Council on a monthly basis.
The attached list of transactions (Attachment A) also includes, though not required by the Policy or
the government code, security maturities and cash movement activity in the City’s two liquid
operating cash pool accounts (Local Agency Investment Fund or LAIF and Fidelity accounts). Liquid
cash are available on a daily basis but are invested by the two entities in a range of securities (e.g.,
treasuries, federal agencies, commercial paper, corporate bonds, time deposits, loans, and certificate
of deposits/bank notes).
This reporting requirement is separate and distinct from the quarterly investment report submitted
under California Government Code Section 53646 that includes portfolio composition, a detailed list
of all securities, performance compared to the Policy, overall compliance with the Policy, and the
City’s ability to meet expenditure requirements over the next six months.
Prepared by:
_______________________
Tarun Narayan
Mgr. Treasury, Debt &
Investments
________________
Date
Approved by:
_______________________
Christine Paras
Asst. Director ASD
_________________
Date
______________________
Lauren Lai
Chief Financial Officer
_________________
Date
1 https://www.cityofpaloalto.org/files/assets/public/v/1/administrative‐services/investment‐policies/adopted‐investment‐policy‐1‐39‐asd.pdf
Docusign Envelope ID: 2D0B3DB4-4197-4F21-9650-1C0E98DB32EB
2/2/2025 2/3/2025
2/6/2025
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Attachment A - January
2025 Monthly Investment
Activity Report
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City of Palo Alto
Activity Report
City of Palo Alto
Administration Svcs. Dept.
250 Hamilton Ave., 4th FloorPalo Alto, CA 94301
(650)329-2362Sorted By Safekeeper
January 1, 2025 - January 31, 2025
Current
Rate
Transaction
Date BalanceBeginning
Balance
Ending
Par Value
Percent
of Portfolio
Par Value
CUSIP Investment # Issuer
Purchases or
Deposits
Redemptions or
Withdrawals
Safekeeper: U.S. Bank
Negotiable Certificates of Deposits
Enerbank USA2215 NCD 0.001.800 01/29/2025 245,000.0029278TMR8
Technology Credit Union2797 NCD 0.005.100 01/19/2025 249,000.0087868YAH6
A+ Federal Creit Union2806 NCD 0.004.700 01/27/2025 249,000.0000224TAL0
City National Bank2809 NCD 0.004.500 01/27/2025 249,000.00178180GV1
First Source Federal Cr Union2940 NCD 0.005.050 01/29/2025 249,000.0033651FAL3
Truxton Trust Co Bank2966 NCD 0.005.000 01/23/2025 249,000.0089846HCR2
1,490,000.0037,544,000.00 36,054,000.00Subtotal and Balance 0.00
Corporate Medium Term Bonds
Apple, Inc.2401 MTN 0.002.750 01/13/2025 1,500,000.00037833DF4
1,500,000.0035,900,000.00 34,400,000.00Subtotal and Balance 0.00
Federal Agency Bonds
192,044,000.00 192,044,000.00Subtotal and Balance
Treasury Securities (Notes)
4,500,000.00 4,500,000.00Subtotal and Balance
Municipal Bonds
State of Rhode Island2192 MUN 0.002.000 01/15/2025 260,000.0076222RYN6
260,000.00240,338,741.43 240,078,741.43Subtotal and Balance 0.00
Supranationals (World Bank) Bonds
60,250,000.00 60,250,000.00Subtotal and Balance
0.00 3,250,000.00570,576,741.43 567,326,741.4389.219%Safekeeper Subtotal
Safekeeper: Not applicable - Cash/Managed Pool Accounts
LAIF & Fidelity Cash Accounts
Fidelity Investments158 48,555.554.270 500,000.00SYS158
Local Agency Investment Fund159 27,640,475.424.350 25,300,000.00SYS159
25,800,000.0066,664,552.10 68,553,583.07Subtotal and Balance 27,689,030.97
Portfolio CPA
AP
Run Date: 02/02/2025 - 22:59 DA (PRF_DA) 7.3.11
Report Ver. 7.3.11
Attachment ADocusign Envelope ID: 2D0B3DB4-4197-4F21-9650-1C0E98DB32EB
Item 11
Attachment A - January 2025
Monthly Investment Activity Report
Item 11: Staff Report Pg. 3 Packet Pg. 196 of 246
Current
Rate
Transaction
Date BalanceBeginning
Balance
Ending
Par Value
Page 2
Percent
of Portfolio
Par Value
January 1, 2025 - January 31, 2025
Activity Report
City of Palo Alto
CUSIP Investment #Issuer
Purchases or
Deposits
Redemptions or
Withdrawals
27,689,030.97 25,800,000.0066,664,552.10 68,553,583.0710.781%Safekeeper Subtotal
637,241,293.53 635,880,324.50Total29,050,000.0027,689,030.97100.000%
Portfolio CPA
AP
Run Date: 02/02/2025 - 22:59 DA (PRF_DA) 7.3.11
Report Ver. 7.3.11
Docusign Envelope ID: 2D0B3DB4-4197-4F21-9650-1C0E98DB32EB
Item 11
Attachment A - January 2025
Monthly Investment Activity Report
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City Council
Staff Report
From: City Manager
Report Type: INFORMATION REPORTS
Lead Department: Administrative Services
Meeting Date: February 24, 2025
Report #:2411-3790
TITLE
Investment Activity Report for the Second Quarter, Fiscal Year 2025
RECOMMENDATION
This is an informational report and no City Council action is required.
EXECUTIVE SUMMARY
The City’s Investment Policy1 (Policy) requires that staff report to Council quarterly on the City’s
portfolio composition and performance compared to the Council-adopted Policy; discuss
overall compliance with the City’s Investment Policy; and provide recommendations, if any, for
Policy changes. In addition, staff provides a detailed list of all securities and reports on the
City’s ability to meet expenditure requirements over the next six months. This report is to
inform Council of the City’s investment portfolio performance as of the second quarter ending
December 31, 2024 and to disclose staff’s cash flow projections for the next six months. Staff
expects that the City will have sufficient funds or liquidity to meet expenditure requirements
for the next six months. The portfolio details, activities, and performance are discussed below,
and additional information is provided in the attachments. During the second quarter staff
complied with all aspects of the Investment Policy and no significantly notable activity or
changes in value occurred in this reporting period.
No impacts from the change in the Federal administration are reflected in this quarterly report,
as investments pre-date the new administration. Staff continually monitors financial and
economic impacts from the change in Federal administration and will address impacts, if any, as
they arise. This report does however, per the City’s Investment Policy, disclose rating
downgrades results from the southern California wildfires (see “Compliance with Investment
Policy” section of this report).
1 City of Palo Alto website, Administrative Services Department, Money Management & Treasury:
https://www.cityofpaloalto.org/files/assets/public/v/1/administrative-services/investment-policies/adopted-
investment-policy-1-39-asd.pdf
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ANALYSIS
The City’s investment portfolio is summarized in Graph 1 and detailed in the Investments by
Fund Report (Attachment B). The Investments by Fund Report groups the portfolio’s securities
by investment type and includes details of the investment issuer, date of maturity, current
market value, the book and face (par) value, and the weighted average maturity of each type of
investment and of the entire portfolio.
The par value of the City’s portfolio is $637.2 million; in comparison, last quarter it was $595.6
million. The $41.6 million portfolio growth since the last quarter results from timing of cash
flows, from the July 2024 prepayment of the City’s Fiscal Year 2025 Unfunded Accrued Liability
(UAL) pension cost for active employees to the Public Employers’ Retirement System (PERS)
($47.2 million) and major revenue receipt due to seasonality timing.
Prepayment of the PERS UAL results in $0.6 million net Citywide pension expense savings.
Regarding timing of major revenue receipts, property taxes and related receipts begin in the
second quarter; for example, second quarter property related (taxes and assessments) receipts
were $21.6 million. Other major revenues such as sales, transient occupancy and utility user’s
taxes are historically lower in the first quarter.
The portfolio consists of $66.7 million in liquid accounts and $570.5 million in various
investment types as detailed in the following Table 1. The Investment Policy requires that at
least $50 million be maintained in securities maturing in less than two years. The portfolio
includes $237.8 million in investments maturing in less than two years, comprising 37.3% of the
City’s investment portfolio. In addition, the Investment Policy allows up to 30% of the portfolio
to be invested in securities with maturities beyond five years; actual at the end of the second
quarter is 25.8% of the portfolio.
U.S. Treasury
0.7%
U.S. Agency
30.1%
U.S.
Municipal/State
37.7%
Negotiable CD
5.9%
U.S. Corporate
5.6%
Supranational
9.5%
Liquid Accts.
10.5%
Graph 1: Investments by Type -$637.2 Million
(Par Value)
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The current market value of the portfolio is 95.1% of the book value. The market value of
securities fluctuates, depending on how interest rates perform.
As interest rates decrease, the market value of the City’s portfolio will likely increase, and vice
versa. There are inherent principal risks when actively buying and selling securities; reporting
on market values a reporting requirement that informs staff of the portfolio’s overall position.
The market valuation is provided by U.S. Bank, the City’s safekeeping agent. The average life to
maturity of the investment portfolio is 2.95 years compared to 2.94 years last quarter.
To minimize investment principal risk of loss due to lower market values, the City’s investment
practice is to buy and hold investments to maturity. In the instances where there is a need to
sell securities for contingency cash flow planning, the City’s practice is to sell securities that are
at or above the market value.
Investments Activity During the Second Quarter
During the second quarter, $17.7 million of securities with an average yield of 3.8% matured.
During the same period, per the following Table 2, securities totaling $48.7 million with an
average yield of 4.4% were purchased. The interest rates rose on new investments, the City’s
portfolio’s average yield also rose. The City’s short-term money market and pool account
increased by $10.6 million compared to the first quarter of FY 2024. Staff continually monitors
the City’s short-term cash flow needs and adjusts liquid funds to meet them.
Per California Government Code Section 53607, the Administrative Services Department
provides a monthly report of transactions (investments, reinvestment, sold, and exchanged
securities) to Council via a separate report. Though not required by this code, included in this
report are security maturities and cash movement activity in the City’s two liquid operating
cash pool accounts (Local Agency Investment Fund and Fidelity accounts). Monthly and
Table 1:
Up to 1
Year
1 to 2
Years
2 to 3
Years
3 to 5
Years
Over
5 Years
Portfolio
Total *
% of
Portfolio
U.S. Treasury 1.5$ 3.0$ -$ -$ -$ 4.5$ 0.7%
U.S. Agency Bonds 54.9 20.2 8.6 13.4 94.9 192.0 30.1%
U.S. Municipal/ State Bonds 29.5 58.4 34.2 50.3 68.0 240.4 37.7%
Negotiable Certificates of Deposits (NCD)11.6 6.2 8.2 10.2 1.2 37.4 5.9%
U.S. Corporate Bonds 12.8 4.7 13.4 5.0 -35.9 5.6%
Supranational Organizations Bonds 8.0 27.0 6.0 19.3 -60.3 9.5%
Liquid Accounts (LAIF & Fidelity)66.7 ----66.7 10.5%
Grand Total 185.0$ 119.5$70.4$ 98.2$ 164.1$ 637.2$ 100%
% of Portfolio 29.0%18.8%11.0%15.4%25.8%100.0%
* $120.3 million or 18.9% are in investments that support Environmental, Social, and Governace (ESG) Activities
(aka "Green", local banks, and Supranational Bonds)
Investment Type
FY 2025 Q2 Maturities - Par Value (millions)
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quarterly investment reports, along with the City’s Investment Policy, can be found on the City’s
website2.
Availability of Funds for the Next Six Months
Staff expects that the City will have sufficient funds or liquidity to meet expenditure
requirements for the next six months.
Projections indicate that for the City’s cashflow, an overall growth in the portfolio of $25.6
million is expected over the coming six months due to routine business activities. This reflects
expected receipts of $371.8 million and expenditures of $346.2 million over the next six
months.
As of December 31, 2024, the City had $66.7 million deposited in the Local Agency Investment
Fund (LAIF) and a money market account. In addition, investments totaling $28.6 million will
mature between January 1, 2025 and June 30, 2025.
Compliance with City Investment Policy
During the second quarter, staff complied with all aspects of the Investment Policy.
Attachment C lists the major restrictions in the City’s Investment Policy compared with the
portfolio’s actual performance.
The City’s Investment Policy requires new such security purchases to be rated AA or better and
“If securities owned by the City are downgraded by Moody’s, Fitch, or Standard & Poor’s to a
level below AA or Aa2, it shall be the City’s policy to review the credit situation and make a
determination as to whether to sell or retain such securities in the portfolio.” The Southern
California wildfires (Palisades and Eaton fires) have resulted in rating downgrades of the Los
Angeles Department of Water & Power (LADWP) to “A” by Standard and Poor’s, Moody’s still
2 City of Palo Alto, Administrative Services, Financial Reporting, City Investment Reports and Policy:
www.cityofpaloalto.org/investmentreporting
Table 2:
Up to 1
Year
1 to 2
Years
2 to 3
Years
3 to 5
Years
Over
5 Years
Portfolio
Total *
% of
Purchase
U.S. Agency Bonds -$ 1.0$ -$ $ 1.5 16.9$ 19.4$ 35.5%
U.S. Municipal/ State Bonds ---2.8 6.1 8.9 16.3%
Negotiable Certificates of Deposits (NCD)0.7 1.0 1.0 1.7 0.3 4.7 8.6%
U.S. Corporate Bonds --2.9 5.0 -7.9 14.4%
Supranational Organizations Bonds ---13.8 -13.8 25.2%
Grand Total 0.7$ 2.0$ 3.9$ 24.8$ 23.3$ 54.7$ 100%
% of Purchase 1.3%3.7%7.1%45.3%42.6%100.0%
* $18.0 million or 32.8% are in investments that support Environmental, Social, and Governace (ESG) Activities
(aka "Green", local banks, and Supranational Bonds)
Investment Type
FY 2025 Q2 Security Purchases - Par Value (millions)
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maintains its “Aa2”, and Fitch is at “AA-” with a negative credit watch by all three rating firms
meaning further rating downgrade(s) could occur. The City’s investment portfolio has $1.9
million in LADWP bonds with a remaining maturity duration of 2.4 years. LADWP potential
issues revolve around lack of water supply and working hydrants and possibility of fires starting
by downed power lines. Based on staff’s analysis, the likelihood of a loss of these investments is
low so these investments should be retained.
In addition, the City of Los Angeles rating was also downgraded and is on a negative credit
watch by the three rating agencies. The City’s $5.4 million of securities in the City’s portfolio
still have a rating of AA and are within the City’s Investment Policy guideline. The City’s
portfolio does own other municipalities securities in the area whose ratings has not been
impacted by this, but staff will actively monitor all these entities ratings and potential liability
developments with the assistance of the City’s brokers.
Investment Yields
Interest income on an accrual basis, for the second quarter was $4.1 million; compared to the
prior year’s second quarter of $3.5 million, $0.6 million higher due to prudent long-term
investments made in the last several years during the higher interest rate environment. As of
December 31, 2024, the yield to maturity of the City’s portfolio was 2.58%; in the prior quarter
it was 2.46%. In the second quarter, LAIF’s average yield was 4.48% while the average yield on
the two-year and five-year Treasury bonds was approximately 4.15% and 4.13%, respectively. In
comparison, in the prior quarter LAIF had higher 4.56% yield and the two-year and five-year
Treasury bonds yields were lower at 4.03% and lower at 3.79%.
The City’s portfolio yield is lower than the two-year and five-year Treasury bond due to the
fluctuating but still high interest rates environment. It is expected that as the City’s investments
mature in the next few years, funds will continue to be reinvested and will follow the economic
patterns. Graph 2 shows the City’s yields and interest earnings for the past 22+ years.
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being held by the City’s fiscal agents are subject to the requirements of the underlying debt
indenture. The trustees for the bond funds are U.S. Bank and California Asset Management
Program (CAMP). Bond funds with U.S. Bank are invested in federal agency and money market
mutual funds that consist exclusively of U.S. Treasury securities. Bond funds in CAMP are
invested in banker’s acceptance notes, certificates of deposit, commercial paper, federal
agency securities, and repurchase agreements. The most recent data on funds held by the fiscal
agent is as of December 31, 2024.
In January 2017, the City established a Section 115 Irrevocable Trust (Public Agencies Post-
Employment Benefits Trust) administered by Public Agency Retirement Services (PARS). This
fund is governed by the City’s Retiree Benefit Policy as opposed to the Investment Policy;
however, it is discussed in this report to present the full picture of the City’s investments. It is
the City’s intent to prefund pension costs and began to address the Net Pension Liabilities (NPL)
as calculated by Governmental Accounting Standards Board Pronouncement No. 68 (GASB 68).
The Section 115 Trust offered by PARS has five portfolios from which to choose in making
investments of City funds. In February 2023, the City Council revised the City’s portfolio
selection from “Moderately Conservative” to “Moderate”, shifting from the second most
conservative to third. Additional information on the establishment of this trust can be found in
City Council Staff Report ID #75534. Through December 31, 2024, principal investment
contributions of $76.8 million made over time since May 2017, has increased to $93 million and
the net return for one and five years has been 11.5% and 5.1% respectively. Since inception,
$17.1 million net earnings have been realized with $0.9 million in administrative expenses.
FISCAL/RESOURCE IMPACT
This is an information report.
STAKEHOLDER ENGAGEMENT
Staff works internally and with external parties (U.S. Bank’s custodial, U.S. Bank’s bonds, Wells
Fargo and U.S. Bank’s banking, California Asset Management Program (CAMP), and Public
Agency Retirement Services (PARS) statements to prepare this report.
ENVIRONMENTAL REVIEW
This Council informational report is not a project under California Environmental Quality Act
(CEQA) as defined in CEQA Guidelines, section 15378, because it has no potential for resulting
in either a direct or reasonably foreseeable indirect physical change in the environment.
4 City Council, January 23, 2017 Item #5, CMR 7553:
https://www.cityofpaloalto.org/files/assets/public/agendas-minutes-reports/reports/city-manager-reports-
cmrs/year-archive/2017/7553.pdf
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ATTACHMENTS
Attachment A: Consolidated Report of Cash Management
Attachment B: Investment Portfolio
Attachment C: Investment Portfolio Compliance
APPROVED BY:
Lauren Lai, Administrative Services Director
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Book Value Market Value
City Investment Portfolio (see Attachment B)633,251,585$ 602,304,696$
Other Funds Held by the City
Cash with Wells Fargo Bank 135,932 135,932
(includes general and imprest accounts)
Cash with US Bank 4,292,621 4,292,621
Total - Other Funds Held By City 4,428,553 4,428,553
Funds Under Management of Third Party Trustees *
Debt Service Proceeds
US Bank Trust Services **
2009 Water Revenue Bonds (Build America Bonds)
Debt Service and Reserve Funds 2,478,276 2,478,276
2011 Utility Revenue Refunding Bonds
Debt Service and Reserve Funds 582,743 582,743
2018 Capital Improvement (Golf Course & 2002B COP Refinance)
(Taxable- Green Bond) Certificates of Participation
Debt Service Funds 744 744
2019 California Avenue Parking Garage Certificates of Participation
(Tax-Exempt and Taxable Bonds)
Debt Service and Reserve Funds 3,146 3,146
2021 Public Safety Building Certificates of Participation
Debt Service Funds 9,370 9,370
2022A & B General Obligation (Library) Bond
Cost of Issuance Funds 4,344 4,344
California Asset Management Program (CAMP) ***
2012 University Ave. Parking Refunding Bonds
Reserve Fund 3,045,618 3,045,618
Public Agencies Post-Employment Benefits Trust ****
Public Agency Retirement Services (PARS) 92,967,359 92,967,359
Total Under Trustee Management 99,091,600 99,091,600
GRAND TOTAL 736,771,738$ 705,824,849$
* These funds are subject to the requirements of the underlying debt indenture.
** U.S. Bank investments are in money market mutual funds that exclusively invest in U.S. Treasury securities.
*** CAMP investments are in money market mutual fund which invest in bankers acceptance, certificate of deposit,
commercial paper, federal agency securities, and repurchase agreements.
**** PARS investments are in moderately conservative index plus funds
Attachment A
Second Quarter, Fiscal Year 2024-25
(Unaudited)
Consolidated Report of Cash Management
City of Palo Alto Cash and Investments
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Consolidated Report of
Cash Management
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City of Palo Alto City of Palo Alto
Administration Svcs. Dept.
250 Hamilton Ave., 4th FloorPalo Alto, CA 94301
(650)329-2362
December 31, 2024
Fund ALL - Portfolio Listings
Investments by Fund
Par Value Days To
Maturity
Maturity
Date
Current
RateMarket ValueCUSIPInvestment # Issuer
Purchase
Date Book Value YTM
360
YTM
365
LAIF & Fidelity Cash Accounts
Fidelity Investments158 13,880,591.89SYS158 14.34007/01/2023 13,880,591.89 4.280 4.34013,880,591.89
Local Agency Investment Fund159 52,783,960.21SYS159 14.40007/01/2023 52,764,007.08 4.339 4.40052,783,960.21
Subtotal and Average 66,664,552.10 66,664,552.10 66,644,598.97 4.327 4.388 1
Negotiable Certificates of Deposits
Achieve Federal Credit Union2831 NCD 249,000.0000453NAA9 02/17/2026 4124.65002/17/2023 250,466.61 4.589 4.653249,000.00
Alaska USA Federal CU2850 NCD 249,000.00011852AK6 03/22/2028 1,1764.85003/22/2023 255,364.44 4.789 4.855249,000.00
Alliant Credit Union2781 NCD 249,000.0001882MAB8 12/30/2027 1,0934.95012/30/2022 255,643.32 4.884 4.952249,000.00
American National Bank Omaha2984 NCD 249,000.00028402CW3 02/26/2027 7864.90002/28/2024 249,149.40 4.836 4.903249,000.00
Anderson Bros Bank2997 NCD 249,000.00033537BC4 06/09/2025 1595.10003/08/2024 249,978.57 5.033 5.103249,000.00
Aneca Federal Credit Union2298 NCD 249,000.00034577AN6 03/20/2025 781.10003/20/2020 247,232.10 1.085 1.100249,000.00
A+ Federal Creit Union2806 NCD 249,000.0000224TAL0 01/27/2025 264.70001/27/2023 249,042.33 4.641 4.705249,000.00
Austin Telco Fed. Credit Union2732 NCD 249,000.00052392CC9 11/27/2026 6955.05011/28/2022 253,656.30 4.984 5.053249,000.00
American Express Centurion Bk2729 NCD 249,000.0002589AEG3 11/16/2027 1,0495.00011/16/2022 255,648.30 4.931 5.000249,000.00
Bank of America2962 NCD 249,000.0006051V7Z3 02/08/2027 7684.85002/07/2024 249,037.35 4.787 4.854249,000.00
Banner Capital Bank2453 NCD 249,000.0006654HAA6 11/28/2025 3310.45011/27/2020 240,835.29 0.493 0.500248,887.22
Bank of Wisconsin Dells2455 NCD 249,000.00065847EH4 07/28/2025 2081.05011/23/2020 244,585.23 0.542 0.549249,700.27
Baxter Credit Union2730 NCD 249,000.0007181JAU8 11/23/2026 6915.00011/22/2022 253,429.71 4.940 5.009249,000.00
Beal Bank - Plano, TX2668 NCD 249,000.0007371AYT4 02/24/2027 7842.05003/02/2022 239,017.59 2.053 2.081248,839.11
Texas Exchange Bank2346 NCD 249,000.0088241THJ2 06/13/2025 1631.00006/02/2020 245,434.32 0.986 1.000249,000.00
BankUnited NA2474 NCD 249,000.00066519QC6 01/22/2026 3860.55001/22/2021 239,829.33 0.592 0.600248,868.41
BMO Harris Bank2480 NCD 249,000.0005600XBX7 10/27/2028 1,3951.00001/27/2021 222,613.47 1.019 1.034248,693.15
BMW Bank of North America2448 NCD 249,000.0005580AXU3 11/20/2025 3230.50011/20/2020 241,198.83 0.493 0.500249,000.00
BankFirst Norfolk3028 NCD 249,000.0006644QAF8 09/28/2029 1,7313.60009/30/2024 244,697.28 3.552 3.601249,000.00
Bank of Brenham3019 NCD 249,000.00060730AS7 03/14/2029 1,5335.10003/14/2024 249,184.26 5.030 5.100249,000.00
Bank of Old Monroe2899 NCD 249,000.00064236BQ4 05/24/2028 1,2395.00005/24/2023 249,052.29 4.937 5.006249,000.00
Bank Rhode Island2991 NCD 249,000.00064577GH6 02/28/2025 585.05002/28/2024 249,229.08 4.983 5.053249,000.00
Beal Bank USA - Las Vegas, NV2669 NCD 249,000.0007371CH69 02/24/2027 7842.05003/02/2022 239,017.59 2.053 2.081248,839.11
Encore Bank2343 NCD 249,000.0029260MBH7 05/21/2027 8701.15005/21/2020 232,787.61 1.134 1.150249,000.00
First Carolina Bank2389 NCD 248,000.0031944MBB0 08/20/2025 2310.45008/20/2020 242,226.56 0.444 0.450248,000.00
Community Choice Credit Union3032 NCD 249,000.0020368QAD8 03/30/2026 4534.00009/30/2024 248,718.63 3.945 4.000249,000.00
Central State Bank IOWA2324 NCD 249,000.0015523RCP9 03/27/2025 851.00003/27/2020 247,020.45 1.189 1.206248,884.09
Chambers State Bank3009 NCD 249,000.0015783QAE3 03/12/2029 1,5315.05003/12/2024 249,131.97 4.984 5.053249,000.00
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Attachment BItem 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 10 Packet Pg. 207 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 2
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Negotiable Certificates of Deposits
CIBM Bank2904 NCD 249,000.0012545JBB0 05/17/2028 1,2325.00005/17/2023 249,102.09 4.937 5.006249,000.00
Cinfed Fed Credtit Union Bank2504 NCD 249,000.0017248MAC1 03/04/2027 7920.65003/04/2021 231,572.49 0.691 0.701248,729.98
Citadel Federal Credit Union2267 NCD 245,000.0017286TAG0 02/27/2025 571.65002/27/2020 243,966.10 1.668 1.691244,984.71
Clearpath Federal Credit Union2881 NCD 249,000.0018507MAA9 04/28/2025 1175.15004/26/2023 249,154.38 5.086 5.157249,000.00
Enerbank USA2215 NCD 245,000.0029278TMR8 01/29/2025 281.80001/29/2020 244,507.55 1.779 1.803245,000.00
Connexus Credit Union2643 NCD 249,000.0020825WAR1 12/23/2026 7211.25012/23/2021 235,929.99 1.273 1.291248,803.36
Commercial Bank of CAL3010 NCD 249,000.00201313CB7 09/08/2025 2505.00003/06/2024 250,521.39 4.931 5.000249,000.00
Cornerstone Community FCU3033 NCD 249,000.0021923MAA9 10/01/2029 1,7344.25009/30/2024 246,412.89 4.193 4.251249,000.00
Capital One Bank USA NA2609 NCD 249,000.0014042RQB0 11/17/2026 6851.10011/17/2021 235,922.52 1.084 1.100249,000.00
Corp America Family Cr. Union2974 NCD 249,000.00219873AA4 02/21/2025 515.25002/23/2024 249,268.92 4.852 4.920249,000.00
County Schools FCU2695 NCD 249,000.0022258JAB7 09/27/2027 9994.40009/30/2022 251,537.31 4.341 4.402249,000.00
Crescent Bank & Trust2296 NCD 248,000.00225645DN7 03/20/2025 781.10003/20/2020 246,239.20 1.085 1.100248,000.00
Carter Federal Credit Union2870 NCD 249,000.0014622LAK8 04/25/2025 1144.75004/25/2023 249,351.09 4.688 4.753249,000.00
Cental Valley Community Bank2945 NCD 249,000.0015568PAV8 01/29/2027 7584.90001/30/2024 249,064.74 4.836 4.904249,000.00
Country Club Bank2477 NCD 249,000.00222327AD0 01/29/2030 1,8541.10001/29/2021 215,805.81 1.154 1.170248,157.32
City National Bank2809 NCD 249,000.00178180GV1 01/27/2025 264.50001/25/2023 249,029.88 4.438 4.500249,000.00
Decorah Bank Trust Company2690 NCD 249,000.00243594AR9 09/23/2027 9953.70009/23/2022 243,771.00 3.651 3.701249,000.00
Delta Natl Bank & TR2670 NCD 249,000.0024773RCR4 02/25/2027 7852.00003/09/2022 238,751.16 1.975 2.003249,000.00
Eaglemark Savings Bank2545 NCD 249,000.0027004PBV4 07/07/2026 5520.85007/07/2021 237,299.49 0.919 0.932248,698.91
Enterprise Bank2897 NCD 249,000.0029367RMN3 05/19/2028 1,2344.25005/19/2023 250,939.71 4.196 4.255249,000.00
Evolve Federal Cr Union Bank3000 NCD 249,000.0030053QAA3 03/12/2029 1,5315.10003/12/2024 249,273.90 5.033 5.103249,000.00
Exchange State Bank3029 NCD 249,000.00301485AN8 09/06/2029 1,7094.60009/19/2024 248,995.02 4.561 4.625248,765.28
Farmer State Bank3008 NCD 249,000.0031034RKY0 03/15/2027 8035.10003/15/2024 249,064.74 5.038 5.108249,000.00
Farmers & Merchant State Bank2486 NCD 249,000.00308682BM4 02/12/2029 1,5031.00002/12/2021 220,683.72 1.037 1.052248,487.68
First Bank of the Lake2877 NCD 249,000.0031925YAE2 04/25/2028 1,2104.90004/25/2023 249,039.84 4.838 4.905249,000.00
Poppy Bank2285 NCD 249,000.0073319FAF6 03/18/2025 761.10003/18/2020 247,276.92 1.085 1.100249,000.00
1st Financial Bank2390 NCD 248,000.0032022RNT0 08/19/2025 2300.45008/19/2020 242,251.36 0.444 0.450248,000.00
First Federal Bank2954 NCD 249,000.0032022WCZ7 02/02/2027 7625.00002/02/2024 249,054.78 4.935 5.004249,000.00
Farmers Insurance Group CU2479 NCD 249,000.0030960QAK3 01/27/2026 3910.50001/27/2021 239,557.92 0.543 0.550248,866.70
First Guaranty Bank3069 NCD 250,000.00320437AP1 10/25/2027 1,0274.20010/25/2024 248,200.00 4.140 4.197250,000.00
First Source Federal Cr Union2940 NCD 249,000.0033651FAL3 01/29/2025 285.05001/29/2024 249,109.56 4.980 5.050249,000.00
First Oklahoma Bank2451 NCD 249,000.00335857CK2 11/30/2026 6980.65011/30/2020 233,532.12 0.691 0.701248,762.02
Farmers &Merchants Bank2644 NCD 249,000.00307811DM8 01/22/2030 1,8471.60001/14/2022 221,622.45 1.630 1.653248,372.15
First National Bank of America2465 NCD 249,000.0032110YRQ0 12/31/2026 7290.60012/31/2020 232,692.99 0.625 0.633248,834.30
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 11 Packet Pg. 208 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 3
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Negotiable Certificates of Deposits
Evolve Bank & Trust2951 NCD 249,000.00300498AV4 02/02/2026 3974.40002/02/2024 249,766.92 4.339 4.400249,000.00
First Technology Federal Credi3062 NCD 250,000.0033715LFZ8 10/25/2027 1,0274.00010/23/2024 249,957.50 3.949 4.003250,000.00
First Community Credit Union2554 NCD 249,000.0031986JAD3 02/26/2027 7860.85007/28/2021 232,770.18 0.892 0.905248,712.04
FTSB Wheatland Bank2961 NCD 249,000.0033743UAB2 02/09/2029 1,5004.90002/09/2024 249,079.68 4.837 4.904249,000.00
General Electric Credit Union2989 NCD 249,000.00369674CS3 03/01/2027 7894.60002/28/2024 252,010.41 4.537 4.600249,000.00
Gesa Credit Union2456 NCD 249,000.0037424PAC8 11/30/2027 1,0630.80011/30/2020 227,085.51 0.825 0.836248,741.11
Ally Bank3061 NCD 250,000.0002007G3R2 09/27/2027 9993.75010/15/2024 248,427.50 3.944 3.999248,376.74
Haddon Savings Bank2447 NCD 207,000.00404730DA8 10/20/2025 2920.35011/16/2020 200,868.66 0.491 0.498206,697.61
Bank Hapoalim BM2457 NCD 249,000.0006251A2Q2 12/15/2025 3480.50012/14/2020 240,593.76 0.543 0.550248,881.43
Huntington National Bank2891 NCD 249,000.00446438SB0 05/05/2025 1244.80005/05/2023 249,420.81 4.734 4.800249,000.00
Healthcare Systems FCU2816 NCD 249,000.0042228LAM3 02/01/2027 7614.25001/30/2023 250,210.14 4.193 4.251249,000.00
INS Bank2757 NCD 249,000.0045776NFE1 12/14/2027 1,0774.90012/14/2022 249,097.11 4.835 4.902249,000.00
Intracoastal Bank2995 NCD 249,000.0046117YAC2 03/06/2029 1,5255.00003/06/2024 249,181.77 4.931 5.000249,000.00
Iroquois Federal Sav Loan Asso3022 NCD 249,000.0046355PDX3 03/20/2028 1,1745.10003/19/2024 249,047.31 5.031 5.101249,000.00
Timberland Bank Hoquaim3020 NCD 249,000.0088709RBB4 03/28/2029 1,5475.10003/28/2024 249,084.66 5.033 5.103249,000.00
Inst. for Sav in Newburyport2556 NCD 249,000.0045780PAQ8 07/29/2026 5740.90007/29/2021 236,975.79 0.888 0.900249,000.00
Jonesboro State Bank2452 NCD 249,000.0048040PJL0 11/26/2027 1,0590.75011/27/2020 226,826.55 0.790 0.801248,638.78
JP Morgan Chase BAnk NA3087 NCD 250,000.0046657VNZ9 11/01/2029 1,7654.60011/01/2024 250,167.50 4.535 4.598250,000.00
Kennett Trust Bank3047 NCD 245,000.00489642CW6 10/04/2034 3,5634.30010/07/2024 239,289.05 4.277 4.337244,282.32
Lafayette Federal Credit Union2879 NCD 249,000.0050625LBG7 05/27/2025 1463.10004/14/2023 247,854.60 4.931 5.000247,207.66
Ledyark National Bank2918 NCD 249,000.00523343AA9 12/29/2028 1,4584.05012/29/2023 257,446.08 3.994 4.050249,000.00
Legacy Bank & Trust Company2469 NCD 249,000.0052470QAN4 12/21/2028 1,4500.85012/30/2020 220,213.11 0.889 0.901248,504.22
Liberty First Credit Union2803 NCD 249,000.00530520AC9 01/27/2026 3914.50001/27/2023 250,010.94 4.442 4.503249,000.00
Liberty Savings Bank2979 NCD 249,000.00531194AJ7 02/21/2029 1,5124.85002/21/2024 249,054.78 4.788 4.855249,000.00
Live Oak Banking Company2599 NCD 249,000.00538036SS4 10/18/2027 1,0201.10010/18/2021 229,891.74 1.135 1.151248,652.24
Malaga Bank FSB2402 NCD 249,000.0056102AAQ9 06/30/2025 1800.40008/31/2020 244,363.62 0.394 0.400249,000.00
Meritrust Federal Credit Union2672 NCD 249,000.0059001PAP4 03/10/2026 4330.55003/07/2022 239,742.18 1.904 1.930245,078.38
Merrick Bank2610 NCD 249,000.0059013KPS9 05/19/2026 5031.10011/19/2021 239,015.10 1.152 1.168248,771.17
Metropolitan Capital Bank2986 NCD 249,000.00591803CJ8 02/28/2028 1,1535.05002/26/2024 249,069.72 4.980 5.050249,000.00
MI Bank2960 NCD 249,000.0059319LAS4 08/02/2027 9434.75002/01/2024 249,089.64 4.684 4.749249,000.00
Minwest Bank MV2478 NCD 249,000.0060425SJQ3 01/29/2029 1,4891.00001/28/2021 220,917.78 1.024 1.039248,619.47
Mountain America FD Credit Uni2719 NCD 249,000.0062384RAR7 05/09/2025 1284.85011/09/2022 249,510.45 4.825 4.892248,965.05
Maple City Savings Bank3006 NCD 249,000.0056511PBE7 03/08/2027 7965.05003/08/2024 249,154.38 4.980 5.050249,000.00
Morgan Stanley Bank NA2815 NCD 249,000.0061690UY20 02/02/2026 3974.25002/02/2023 249,246.51 4.191 4.250249,000.00
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 12 Packet Pg. 209 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 4
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Negotiable Certificates of Deposits
Morgan Stanley Bank NA2849 NCD 249,000.0061768EQV8 03/24/2025 825.25003/23/2023 249,517.92 5.178 5.250249,000.00
Mutual Savings Assoc Bank2955 NCD 249,000.0062835RCA7 01/31/2029 1,4914.90001/31/2024 249,077.19 4.837 4.904249,000.00
Amerant Bank3060 NCD 250,000.0002357QCJ4 09/20/2027 9923.85010/15/2024 248,567.50 3.939 3.994249,072.90
Truxton Trust Co Bank2966 NCD 249,000.0089846HCR2 02/23/2029 1,5145.00002/23/2024 249,047.31 4.936 5.004249,000.00
Noble Federal Credit Union Bk3083 NCD 250,000.0065504UAF4 11/09/2026 6774.50011/08/2024 250,030.00 4.441 4.502250,000.00
Oak Bank2938 NCD 249,000.00671082CN3 01/19/2027 7484.80001/19/2024 249,069.72 4.738 4.804249,000.00
Pacific Western Bank2420 NCD 249,000.0069506YSA8 09/30/2025 2720.45009/30/2020 242,321.82 0.443 0.450249,000.00
Pathfinder Bank2429 NCD 249,000.0070320KAR2 10/14/2025 2860.50010/13/2020 241,998.12 0.533 0.540248,922.04
Peoples Bank - Clive IA2937 NCD 249,000.00710253AU9 01/22/2026 3864.85001/22/2024 248,970.12 4.783 4.850249,000.00
Peoples Bank Clifton TN3016 NCD 249,000.00710247AS6 03/15/2029 1,5345.00003/15/2024 249,234.06 4.934 5.003249,000.00
Peoples Bank - Pratt KS3031 NCD 249,000.00710649AD6 09/20/2029 1,7234.55009/23/2024 249,000.00 4.509 4.572248,764.66
People's Bank2468 NCD 249,000.00710665GD6 12/31/2029 1,8250.90012/30/2020 214,047.87 0.967 0.981248,032.55
Ponce De Leon Federal Bank2686 NCD 249,000.00732329BD8 09/15/2027 9873.50009/15/2022 245,760.51 3.453 3.501249,000.00
Pentagon Fed Cred Union2565 NCD 249,000.0070962LAE2 09/01/2026 6080.85009/01/2021 236,161.56 0.889 0.901248,792.73
Pacific Alliance Bank2852 NCD 249,000.00693963AE0 03/27/2025 855.15003/27/2023 249,473.10 5.087 5.157249,000.00
Pitney Bowes Bank, Inc.2873 NCD 249,000.00724468AC7 04/13/2028 1,1984.35004/14/2023 251,664.30 4.290 4.350249,000.00
People Bank / Coldwater OH2853 NCD 249,000.00710275AD0 03/30/2027 8184.80003/30/2023 253,250.43 4.735 4.800249,000.00
Pony Express Bank2488 NCD 249,000.00732770BJ0 02/25/2030 1,8811.00002/24/2021 214,418.88 1.055 1.070248,145.31
Premier Community Bank2895 NCD 249,000.0074048CAT9 06/14/2027 8944.90005/12/2023 249,109.56 4.838 4.905249,000.00
Prime Security Bank3015 NCD 249,000.0074167LAT4 03/15/2027 8035.05003/15/2024 249,027.39 4.981 5.050249,000.00
Public Service Credit Union2796 NCD 249,000.00744562AS8 01/20/2028 1,1144.75001/20/2023 249,004.98 4.687 4.752249,000.00
Rockland Federal Credit Union3035 NCD 240,000.0077357DAK4 12/26/2025 3594.50010/01/2024 240,856.80 4.356 4.416240,191.04
Rogue Credit Union2717 NCD 249,000.0077535MAC7 11/10/2025 3134.90011/09/2022 249,159.36 4.868 4.935248,928.95
State Bank of India2403 NCD 249,000.00856285UJ8 09/04/2025 2460.50009/04/2020 243,021.51 0.493 0.500249,000.00
Southern Bank2882 NCD 249,000.0084229LBV3 04/28/2028 1,2134.00004/28/2023 248,932.77 3.945 4.000249,000.00
Select Bank Forest VA2857 NCD 249,000.0081618LAE7 03/31/2028 1,1855.40003/31/2023 249,141.93 5.332 5.406249,000.00
San Francisco Credit Union2297 NCD 249,000.0079772FAF3 03/27/2025 851.10003/27/2020 247,080.21 1.085 1.100249,000.00
Sharonview Fed Credit Union2718 NCD 249,000.00819866BR4 10/31/2025 3035.00010/31/2022 249,154.38 4.966 5.035248,931.16
Signature Federal Credit Union2804 NCD 249,000.0082671DAB3 01/31/2028 1,1254.40001/31/2023 251,885.91 4.341 4.401249,000.00
Skyla Federal Credit Union3042 NCD 250,000.0083086XAA8 10/08/2025 2804.15010/08/2024 249,965.00 4.093 4.150250,000.00
Sunwest Bank2491 NCD 249,000.0086804DCQ9 02/17/2028 1,1420.80002/17/2021 225,586.53 0.861 0.873248,443.74
SPCO Credit Union2827 NCD 249,000.0078472EAC8 02/28/2028 1,1534.35002/27/2023 251,579.64 4.290 4.349249,000.00
First Source Bank2754 NCD 249,000.0033646CNJ9 06/16/2028 1,2625.05012/16/2022 249,308.76 4.980 5.050249,000.00
Southeast Bank2821 NCD 249,000.0084133PFL7 02/06/2025 364.55002/06/2023 248,927.79 4.487 4.550249,000.00
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 13 Packet Pg. 210 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 5
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Negotiable Certificates of Deposits
Sherwin Williams Emp CU3082 NCD 250,000.0082436LAA3 11/06/2025 3094.30011/06/2024 250,307.50 4.246 4.305250,000.00
Synchrony Bank2563 NCD 249,000.0087165FZN7 08/20/2026 5960.90008/20/2021 236,629.68 0.887 0.900249,000.00
Tab Bank Inc.3039 NCD 250,000.0089388CJK5 04/13/2026 4673.70010/11/2024 248,785.00 3.652 3.703250,000.00
Technology Credit Union2797 NCD 249,000.0087868YAH6 07/21/2025 2015.10001/19/2023 249,084.66 5.031 5.100249,000.00
Texas Bank Henderson2464 NCD 249,000.00882214AA7 12/23/2025 3560.45012/23/2020 240,167.97 0.483 0.490248,902.91
Toyota Financial Savings Bank2551 NCD 249,000.0089235MLC3 07/15/2026 5600.95007/15/2021 237,506.16 0.936 0.950249,000.00
UBS Financial Services, Inc.2992 NCD 249,000.0090355GLE4 03/01/2027 7894.60002/28/2024 252,030.33 4.540 4.603249,000.00
Ufirst Federal Credit Union2832 NCD 249,000.00902684AB5 08/25/2025 2364.85002/24/2023 250,127.97 4.787 4.854249,000.00
United Heritage Credit Union2711 NCD 249,000.0091334AAC7 04/28/2025 1174.60010/28/2022 249,276.39 4.539 4.602249,000.00
Greenstate Credit Union2552 NCD 249,000.0039573LBM9 07/21/2026 5660.95007/21/2021 237,336.84 0.937 0.950249,000.00
USAlliance Federal Credit Unio2325 NCD 249,000.0090352RAU9 03/31/2025 891.15003/31/2020 247,082.70 1.155 1.171248,987.86
U.S. Bank2998 NCD 249,000.0090355UCX1 03/06/2029 1,5255.25003/06/2024 249,214.14 5.178 5.250249,000.00
USF Federal Credit Union2546 NCD 249,000.0090353EAR4 07/15/2031 2,3861.75007/15/2021 215,004.03 1.801 1.826247,861.23
Finwise Bank3013 NCD 249,000.0031810PCF4 03/22/2029 1,5415.10003/22/2024 249,316.23 5.033 5.103249,000.00
Webster Five Cents Savings3030 NCD 250,000.0094789PCJ1 08/30/2029 1,7024.55009/19/2024 249,992.50 4.533 4.596249,528.79
Western State Bank2342 NCD 248,000.0095960NKE6 11/13/2025 3161.05005/13/2020 241,544.56 1.035 1.050248,000.00
Wells Fargo Bank2843 NCD 249,000.00949764AF1 03/17/2025 755.25003/17/2023 249,465.63 5.185 5.257249,000.00
Wyoming Bank & Trust2446 NCD 249,000.0098321PAJ9 11/28/2025 3310.50011/27/2020 240,947.34 0.515 0.522248,932.33
Wings Financial Credit Union3043 NCD 250,000.0097412MAG4 04/10/2026 4644.00010/10/2024 249,657.50 3.945 4.000250,000.00
Workers Fed Credit Union3052 NCD 250,000.0098138MCU2 04/21/2028 1,2064.10010/21/2024 250,745.00 4.100 4.156250,000.00
West Town Bank and Trust2855 NCD 249,000.00956310BM7 03/28/2028 1,1825.45003/28/2023 249,151.89 5.381 5.456249,000.00
Subtotal and Average 37,523,740.19 37,544,000.00 36,872,899.63 3.286 3.331 799
Corporate Medium Term Bonds
Apple, Inc.2401 MTN 1,500,000.00037833DF4 01/13/2025 122.75008/28/2020 1,499,160.00 0.620 0.6281,501,044.53
Apple, Inc.2489 MTN 700,000.00037833EB2 02/08/2026 4030.70002/08/2021 672,616.00 0.684 0.694700,044.40
Apple, Inc.2667 MTN 750,000.00037833CJ7 02/09/2027 7693.35002/23/2022 734,947.50 2.115 2.145767,104.43
Apple, Inc.3027 MTN 1,000,000.00037833DP2 09/11/2029 1,7142.20009/19/2024 897,980.00 3.600 3.650938,264.36
Apple, Inc.3068 MTN 1,000,000.00037833DP2 09/11/2029 1,7142.20010/18/2024 897,980.00 3.996 4.052921,826.72
Alphabet (Google) Inc.2507 MTN 200,000.0002079KAH0 08/15/2025 2260.45003/01/2021 195,228.00 0.668 0.678199,720.97
Alphabet (Google) Inc.2675 MTN 1,000,000.0002079KAC1 08/15/2026 5911.99803/14/2022 962,690.00 2.197 2.228996,461.50
Alphabet (Google) Inc.2689 MTN 1,000,000.0002079KAJ6 08/15/2027 9560.80009/14/2022 914,790.00 3.442 3.489935,695.85
Alphabet (Google) Inc.2837 MTN 2,800,000.0002079KAJ6 08/15/2027 9560.80002/15/2023 2,561,412.00 3.964 4.0202,585,688.69
Johnson & Johnson2466 MTN 2,000,000.00478160CN2 09/01/2025 2430.55012/23/2020 1,950,080.00 0.479 0.4862,000,840.75
Johnson & Johnson2508 MTN 2,000,000.00478160BY9 03/01/2026 4242.45003/01/2021 1,955,260.00 0.812 0.8232,035,287.42
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 14 Packet Pg. 211 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 6
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Corporate Medium Term Bonds
Johnson & Johnson2509 MTN 1,000,000.00478160BY9 03/01/2026 4242.45003/01/2021 977,630.00 0.812 0.8241,017,639.19
Andrew W Mellon Foundation2976 MTN 1,000,000.0003444RAB4 08/01/2027 9420.94702/14/2024 913,300.00 4.389 4.450916,978.67
Andrew W Mellon Foundation3038 MTN 1,000,000.0003444RAB4 08/01/2027 9420.94710/01/2024 913,300.00 3.668 3.719932,611.47
Andrew W Mellon Foundation3044 MTN 870,000.0003444RAB4 08/01/2027 9420.94710/04/2024 794,571.00 3.765 3.817809,377.17
Andrew W Mellon Foundation3067 MTN 1,000,000.0003444RAB4 08/01/2027 9420.94710/18/2024 913,300.00 3.970 4.026925,451.65
Microsoft Corporation2450 MTN 2,920,000.00594918BJ2 11/03/2025 3063.12511/18/2020 2,889,515.20 0.572 0.5802,978,315.07
Microsoft Corporation2506 MTN 180,000.00594918BJ2 11/03/2025 3063.12503/01/2021 178,120.80 0.753 0.763183,312.26
Microsoft Corporation3004 MTN 1,000,000.00594918BB9 02/12/2025 422.70003/04/2024 997,920.00 5.030 5.099997,361.69
Stanford University2648 MTN 1,500,000.0085440KAC8 06/01/2027 8811.28901/07/2022 1,381,980.00 1.479 1.5001,492,676.57
Stanford University2658 MTN 500,000.0085440KAC8 06/01/2027 8811.28902/01/2022 460,660.00 1.849 1.875493,290.04
Stanford University2709 MTN 1,530,000.0085440KAC8 06/01/2027 8811.28910/19/2022 1,409,619.60 4.487 4.5501,422,332.05
Stanford University2761 MTN 450,000.0085440KAC8 06/01/2027 8811.28912/12/2022 414,594.00 4.142 4.200421,407.69
Stanford University2969 MTN 1,000,000.0085440KAC8 06/01/2027 8811.28902/12/2024 921,320.00 4.364 4.424930,195.12
University of Chicago3080 MTN 1,500,000.0091412NBH2 04/01/2029 1,5514.94710/25/2024 1,506,720.00 4.241 4.3001,537,099.62
University of Chicago3085 MTN 1,500,000.0091412NBH2 04/01/2029 1,5514.94710/28/2024 1,506,720.00 4.306 4.3661,533,279.66
Yale University2376 MTN 2,000,000.0098459LAA1 04/15/2025 1040.87307/01/2020 1,978,820.00 0.616 0.6252,001,382.65
Yale University2511 MTN 3,000,000.0098459LAA1 04/15/2025 1040.87303/01/2021 2,968,230.00 0.638 0.6463,001,892.18
Subtotal and Average 35,176,582.37 35,900,000.00 34,368,464.10 2.329 2.362 674
Federal Agency Bonds
Federal Agricultural Mortgage1580 474,000.0031315PEM7 08/04/2025 2154.35004/08/2016 474,265.44 2.296 2.328479,070.06
Federal Agricultural Mortgage1710 1,500,000.0031315PRA9 02/03/2026 3984.81010/18/2016 1,509,615.00 2.131 2.1601,539,006.64
Federal Agricultural Mortgage2098 550,000.0031315PEM7 08/04/2025 2154.35009/09/2019 550,308.00 1.659 1.683558,228.01
Federal Agricultural Mortgage2301 1,569,000.0031315PB99 11/19/2027 1,0522.85003/11/2020 1,499,367.78 1.050 1.0641,646,340.13
Federal Agricultural Mortgage2340 Call 2,000,000.0031422BZS2 05/13/2030 1,9581.50005/13/2020 1,704,220.00 1.479 1.5002,000,000.00
Federal Agricultural Mortgage2366 Call 1,750,000.0031422BF54 06/24/2030 2,0001.40006/24/2020 1,475,416.87 1.380 1.4001,750,000.00
Federal Agricultural Mortgage2367 Call 2,000,000.0031422BF54 06/24/2030 2,0001.40006/24/2020 1,686,190.71 1.380 1.4002,000,000.00
Federal Agricultural Mortgage2381 Call 1,500,000.0031422BH78 07/08/2030 2,0141.40007/08/2020 1,265,220.00 1.380 1.4001,500,000.00
Federal Agricultural Mortgage2425 Call 2,000,000.0031422BX54 09/27/2030 2,0951.30010/08/2020 1,665,680.00 1.286 1.3042,000,000.00
Federal Agricultural Mortgage2435 Call 2,000,000.0031422BZ45 10/21/2030 2,1191.28010/21/2020 1,662,120.00 1.262 1.2802,000,000.00
Federal Agricultural Mortgage2439 Call 2,000,000.0031422B2E9 10/29/2030 2,1271.34010/29/2020 1,667,040.00 1.321 1.3402,000,000.00
Federal Agricultural Mortgage2449 1,500,000.0031422B3D0 11/20/2030 2,1491.15011/20/2020 1,232,295.00 1.134 1.1501,500,000.00
Federal Agricultural Mortgage2458 Call 1,500,000.0031422B4A5 12/11/2030 2,1701.30012/11/2020 1,241,310.00 1.282 1.3001,500,000.00
Federal Agricultural Mortgage2459 Call 2,000,000.0031422B3W8 12/16/2030 2,1751.45012/16/2020 1,669,820.00 1.430 1.4502,000,000.00
Federal Agricultural Mortgage2461 1,000,000.0031422B3D0 11/20/2030 2,1491.15012/09/2020 821,530.00 1.144 1.160999,408.27
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 15 Packet Pg. 212 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 7
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Federal Agency Bonds
Federal Agricultural Mortgage2471 1,500,000.0031422B6K1 01/15/2026 3790.48001/15/2021 1,441,050.00 0.493 0.5001,499,688.33
Federal Agricultural Mortgage2473 Call 1,500,000.0031422B6A3 01/15/2031 2,2051.29001/15/2021 1,226,655.00 1.319 1.3381,495,923.75
Federal Agricultural Mortgage2484 Call 1,000,000.0031422B7E4 01/28/2031 2,2181.32001/28/2021 818,380.00 1.301 1.3201,000,000.00
Federal Agricultural Mortgage2496 Call 1,500,000.0031422XAW2 02/25/2031 2,2461.53002/25/2021 1,241,205.00 1.509 1.5301,500,000.00
Federal Agricultural Mortgage2513 1,000,000.0031422XCB6 03/04/2031 2,2531.47003/04/2021 823,120.00 1.581 1.602992,441.80
Federal Agricultural Mortgage2519 1,500,000.0031422XDX7 03/27/2026 4500.83003/29/2021 1,436,280.00 0.828 0.8401,499,813.96
Federal Agricultural Mortgage2524 1,500,000.0031422XDX7 03/27/2026 4500.83003/31/2021 1,436,280.00 0.913 0.9261,498,249.28
Federal Agricultural Mortgage2527 Call 1,500,000.0031422XEE8 04/07/2031 2,2872.07004/07/2021 1,275,960.00 2.074 2.1031,497,405.00
Federal Agricultural Mortgage2529 2,000,000.0031422XEL2 04/13/2028 1,1981.37504/15/2021 1,805,420.00 1.311 1.3302,002,807.13
Federal Agricultural Mortgage2530 1,500,000.0031422XFJ6 04/29/2031 2,3091.66004/29/2021 1,244,265.00 1.627 1.6501,500,854.25
Federal Agricultural Mortgage2533 1,500,000.0031422XDX7 03/27/2026 4500.83005/20/2021 1,436,280.00 0.864 0.8761,499,164.04
Federal Agricultural Mortgage2540 255,000.0031422XDX7 03/27/2026 4500.83006/08/2021 244,167.60 0.820 0.831254,994.61
Federal Agricultural Mortgage2593 1,000,000.0031422XNM0 10/05/2026 6421.05010/05/2021 944,270.00 1.035 1.0501,000,000.00
Federal Agricultural Mortgage2621 1,000,000.0031422XPS5 11/17/2026 6851.15011/17/2021 942,110.00 1.272 1.290997,453.73
Federal Agricultural Mortgage2625 1,000,000.0031422XQM7 12/01/2026 6991.32012/01/2021 944,050.00 1.301 1.3201,000,000.00
Federal Agricultural Mortgage2634 1,500,000.0031422XRK0 01/04/2027 7331.32001/04/2022 1,412,985.00 1.301 1.3201,500,000.00
Federal Agricultural Mortgage2640 Call 1,500,000.0031422XRY0 12/29/2031 2,5532.15012/29/2021 1,260,720.00 2.120 2.1501,500,000.00
Federal Farm Credit Bank .2314 1,000,000.003133EAG44 08/03/2026 5792.63003/13/2020 973,760.00 1.089 1.1041,023,337.60
Federal Farm Credit Bank .2371 Call 1,500,000.003133ELQ31 07/01/2030 2,0071.33007/01/2020 1,260,930.00 1.311 1.3301,500,000.00
Federal Farm Credit Bank .2372 Call 1,500,000.003133ELQ31 07/01/2030 2,0071.33007/01/2020 1,260,930.00 1.311 1.3301,500,000.00
Federal Farm Credit Bank .2391 Call 1,500,000.003133EL3H5 08/12/2025 2230.57008/12/2020 1,465,860.00 0.587 0.5951,499,769.79
Federal Farm Credit Bank .2406 Call 1,500,000.003133EL4W1 08/25/2025 2360.61009/03/2020 1,464,255.00 0.611 0.6201,499,902.06
Federal Farm Credit Bank .2408 Call 1,500,000.003133EL4W1 08/25/2025 2360.61009/10/2020 1,464,255.00 0.611 0.6201,499,901.68
Federal Farm Credit Bank .2416 Call 1,500,000.003133EL7K4 09/16/2025 2580.55009/22/2020 1,460,925.00 0.542 0.5491,500,000.00
Federal Farm Credit Bank .2417 Call 1,500,000.003133EMBH4 09/29/2025 2710.53009/29/2020 1,458,420.00 0.522 0.5301,500,000.00
Federal Farm Credit Bank .2423 Call 1,500,000.003133EMBJ0 09/29/2025 2710.53009/29/2020 1,459,155.00 0.537 0.5451,499,832.50
Federal Farm Credit Bank .2427 Call 2,000,000.003133EMAZ5 06/24/2030 2,0001.25010/01/2020 1,674,580.00 1.246 1.2631,998,591.92
Federal Farm Credit Bank .2442 Call 1,500,000.003133EMFG2 11/04/2030 2,1331.37011/04/2020 1,250,640.00 1.351 1.3701,500,000.00
Federal Farm Credit Bank .2443 Call 1,500,000.003133EMFG2 11/04/2030 2,1331.37011/04/2020 1,250,640.00 1.351 1.3701,500,000.00
Federal Farm Credit Bank .2472 Call 1,500,000.003133EMNB4 01/14/2031 2,2041.38001/14/2021 1,233,780.00 1.361 1.3801,500,000.00
Federal Farm Credit Bank .2525 Call 1,500,000.003133EMRE4 02/18/2031 2,2391.42004/01/2021 1,233,255.00 1.834 1.8591,463,190.81
Federal Farm Credit Bank .2538 Call 1,000,000.003133EMUG5 03/24/2031 2,2731.98005/27/2021 851,470.00 1.887 1.9131,003,735.16
Federal Farm Credit Bank .3037 1,330,000.003133EMZF2 05/17/2034 3,4231.91010/01/2024 1,041,988.50 3.991 4.0461,111,066.50
Federal Farm Credit Bank .3040 Call 1,000,000.003133ERVD0 04/01/2033 3,0125.10010/02/2024 997,510.00 5.030 5.0991,000,000.00
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 16 Packet Pg. 213 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 8
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Federal Agency Bonds
Federal Farm Credit Bank .3041 824,000.003133EPGG4 04/20/2033 3,0314.00010/03/2024 782,453.92 3.946 4.001823,919.96
Federal Farm Credit Bank .3045 1,000,000.003133EPDZ5 03/23/2033 3,0034.00010/04/2024 950,500.00 3.985 4.041997,153.60
Federal Farm Credit Bank .3057 1,000,000.003133ENVE7 04/25/2034 3,4013.40010/11/2024 892,900.00 4.290 4.350928,163.45
Federal Home Loan Bank2347 Call 1,500,000.003130AJMF3 11/28/2028 1,4271.32005/28/2020 1,328,955.00 1.301 1.3201,500,000.00
Federal Home Loan Bank2358 Call 1,000,000.003130AJP78 06/11/2029 1,6221.40006/11/2020 872,520.00 1.380 1.4001,000,000.00
Federal Home Loan Bank2361 Call 1,000,000.003130AJP78 06/11/2029 1,6221.40006/11/2020 872,520.00 1.427 1.447998,024.69
Federal Home Loan Bank2368 Call 900,000.003130AJR76 06/29/2029 1,6401.25006/29/2020 778,563.00 1.232 1.250900,000.00
Federal Home Loan Bank2369 Call 1,500,000.003130AJRG6 06/24/2030 2,0001.36006/24/2020 1,257,420.00 1.341 1.3601,500,000.00
Federal Home Loan Bank2375 Call 1,500,000.003130AJSR1 07/09/2030 2,0151.39007/09/2020 1,257,885.00 1.370 1.3901,500,000.00
Federal Home Loan Bank2377 Call 1,500,000.003130AJSR1 07/09/2030 2,0151.39007/09/2020 1,257,885.00 1.370 1.3901,500,000.00
Federal Home Loan Bank2384 Call 1,500,000.003130AJSR1 07/09/2030 2,0151.39007/09/2020 1,257,885.00 1.382 1.4011,499,088.83
Federal Home Loan Bank2395 Call 1,500,000.003130AJZ36 08/27/2025 2380.60008/27/2020 1,464,780.00 0.611 0.6201,499,803.33
Federal Home Loan Bank2399 Call 1,500,000.003130AJZ36 08/27/2025 2380.60008/27/2020 1,464,780.00 0.611 0.6201,499,803.33
Federal Home Loan Bank2405 Call 1,500,000.003130AK3Z7 09/29/2025 2710.57009/29/2020 1,459,710.00 0.582 0.5901,499,776.67
Federal Home Loan Bank2411 Call 1,180,000.003130AJZ36 08/27/2025 2380.60009/16/2020 1,152,293.60 0.591 0.5991,180,000.00
Federal Home Loan Bank2419 1,500,000.003130AKAZ91 09/29/2025 2710.52009/29/2020 1,457,595.00 0.512 0.5201,500,000.00
Federal Home Loan Bank2445 Call 1,200,000.003130AJQS1 06/25/2030 2,0011.35011/04/2020 1,005,264.00 1.334 1.3531,199,781.61
Federal Home Loan Bank2475 Call 1,500,000.003130AKQN9 01/09/2031 2,1991.40001/28/2021 1,236,855.00 1.380 1.4001,500,000.00
Federal Home Loan Bank2476 Call 1,500,000.003130AKQV1 01/28/2031 2,2181.40001/28/2021 1,234,800.00 1.380 1.4001,500,000.00
Federal Home Loan Bank2485 Call 1,500,000.003130AKVH6 02/10/2031 2,2311.35002/10/2021 1,229,655.00 1.331 1.3501,500,000.00
Federal Home Loan Bank2490 Call 2,000,000.003130AKYB6 02/18/2031 2,2391.40002/18/2021 1,643,680.00 1.380 1.4002,000,000.00
Federal Home Loan Bank2494 Call 1,500,000.003130AL2J2 02/26/2031 2,2471.50002/26/2021 1,239,870.00 1.479 1.5001,500,000.00
Federal Home Loan Bank2500 Call 1,500,000.003130ALF66 02/25/2031 2,2461.62502/25/2021 1,249,980.00 1.602 1.6251,500,000.00
Federal Home Loan Bank2520 Call 1,925,000.003130ALF33 03/16/2026 4390.75003/25/2021 1,845,285.75 0.853 0.8651,922,381.74
Federal Home Loan Bank2607 Call 1,000,000.003130APPJ8 11/04/2031 2,4982.00011/04/2021 837,670.00 1.972 2.0001,000,000.00
Federal Home Loan Bank2613 Call 1,000,000.003130APV77 12/10/2026 7081.50012/10/2021 946,640.00 1.479 1.5001,000,000.00
Federal Home Loan Bank2616 Call 1,000,000.003130APW84 12/03/2026 7011.50012/03/2021 947,590.00 1.479 1.5001,000,000.00
Federal Home Loan Bank2618 Call 1,000,000.003130APXD2 12/17/2026 7151.55012/17/2021 947,410.00 1.528 1.5501,000,000.00
Federal Home Loan Bank2619 Call 1,000,000.003130APWY7 12/07/2026 7051.35012/07/2021 944,550.00 1.331 1.3501,000,000.00
Federal Home Loan Bank2620 Call 1,000,000.003130APXT7 12/17/2026 7151.60012/17/2021 948,340.00 1.578 1.6001,000,000.00
Federal Home Loan Bank2659 Call 1,000,000.003130AQSM6 02/25/2027 7852.05002/25/2022 953,390.00 2.021 2.0501,000,000.00
Federal Home Loan Bank2662 Call 1,000,000.003130AQX65 03/04/2027 7922.25003/04/2022 956,960.00 2.219 2.2501,000,000.00
Federal Home Loan Bank2663 Call 1,000,000.003130AQYA5 02/24/2027 7842.25002/28/2022 955,920.00 2.219 2.2501,000,000.00
Federal Home Loan Bank2664 Call 1,500,000.003130AQYG2 02/25/2027 7852.50002/28/2022 1,441,410.00 2.470 2.5041,500,000.00
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 17 Packet Pg. 214 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 9
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Federal Agency Bonds
Federal Home Loan Bank2665 Call 1,000,000.003130AQZD8 02/25/2027 7852.62502/25/2022 963,480.00 2.589 2.6251,000,000.00
Federal Home Loan Bank2802 Call 1,500,000.003130AULM4 01/26/2033 2,9475.62001/26/2023 1,498,035.00 5.543 5.6201,500,000.00
Federal Home Loan Bank2988 610,000.003130ATS57 03/10/2028 1,1644.50002/21/2024 612,311.90 4.223 4.282613,843.13
Federal Home Loan Bank3025 Call 1,000,000.003130B2RP2 09/25/2034 3,5545.25009/25/2024 997,280.00 5.178 5.2501,000,000.00
Federal Home Loan Bank3036 1,000,000.003130AWGR5 06/12/2026 5274.37510/01/2024 1,001,220.00 3.580 3.6301,010,317.68
Federal Home Loan Bank3046 1,000,000.003130B0X87 03/10/2034 3,3554.75010/07/2024 998,140.00 4.138 4.1961,041,642.88
Federal Home Loan Bank3048 Call 1,500,000.003130B32V4 10/07/2031 2,4704.25010/08/2024 1,469,265.00 4.191 4.2491,500,000.00
Federal Home Loan Bank3051 Call 1,000,000.003130B3AN3 10/25/2034 3,5845.50010/25/2024 998,690.00 5.424 5.5001,000,000.00
Federal Home Loan Bank3058 1,000,000.003130AWV23 09/09/2033 3,1734.50010/11/2024 977,460.00 4.244 4.3031,014,040.90
Federal Home Loan Bank3063 1,000,000.003130B0X87 03/10/2034 3,3554.75010/17/2024 998,140.00 4.173 4.2311,038,978.32
Federal Home Loan Bank3077 1,000,000.003130B0X87 03/10/2034 3,3554.75010/24/2024 998,140.00 4.399 4.4611,021,465.37
Federal Home Loan Bank3081 Call 1,500,000.003130B3FV0 11/06/2034 3,5965.48011/06/2024 1,497,435.00 5.404 5.4801,500,000.00
Federal Home Loan Bank3086 Call 2,000,000.003130B3D75 10/17/2034 3,5765.00010/28/2024 1,993,780.00 4.931 4.9992,000,000.00
Federal Home Loan Bank3088 Call 800,000.003130B3HR7 11/04/2031 2,4985.30011/04/2024 798,600.00 5.227 5.300800,000.00
Fed. Home Loan Mortgage Corp.2345 Call 455,000.003134GVUA4 05/18/2028 1,2331.20005/18/2020 407,789.20 1.183 1.200455,000.00
Fed. Home Loan Mortgage Corp.2370 Call 1,500,000.003134GV3B2 06/28/2030 2,0041.40006/30/2020 1,266,300.00 1.380 1.4001,500,000.00
Fed. Home Loan Mortgage Corp.2373 Call 1,500,000.003134GV3U0 06/29/2029 1,6401.25006/29/2020 1,299,330.00 1.232 1.2501,500,000.00
Fed. Home Loan Mortgage Corp.2379 Call 1,500,000.003134GV4E5 12/29/2028 1,4581.20007/01/2020 1,317,570.00 1.183 1.1991,500,000.00
Fed. Home Loan Mortgage Corp.2380 Call 1,500,000.003134GV5D6 01/08/2029 1,4681.20007/08/2020 1,316,385.00 1.183 1.2001,500,000.00
Fed. Home Loan Mortgage Corp.2382 Call 1,500,000.003134GV5A2 07/15/2030 2,0211.37507/15/2020 1,262,655.00 1.356 1.3751,500,000.00
Fed. Home Loan Mortgage Corp.2386 Call 1,500,000.003134GV7L6 07/29/2030 2,0351.35007/29/2020 1,259,310.00 1.331 1.3501,500,000.00
Fed. Home Loan Mortgage Corp.2387 Call 1,500,000.003134GV7L6 07/29/2030 2,0351.35007/29/2020 1,259,310.00 1.331 1.3501,500,000.00
Fed. Home Loan Mortgage Corp.2396 Call 1,000,000.003134GWNC6 08/19/2025 2300.62508/20/2020 976,910.00 0.616 0.6251,000,000.00
Fed. Home Loan Mortgage Corp.2400 Call 1,500,000.003134GWC53 09/15/2025 2570.65009/15/2020 1,462,395.00 0.641 0.6501,500,000.00
Fed. Home Loan Mortgage Corp.2404 Call 1,447,000.003134GWA55 09/09/2025 2510.65009/09/2020 1,411,635.32 0.641 0.6501,447,000.00
Fed. Home Loan Mortgage Corp.2407 Call 1,500,000.003134GWD52 09/02/2025 2440.68009/04/2020 1,464,675.00 0.670 0.6791,500,000.00
Fed. Home Loan Mortgage Corp.2409 Call 1,500,000.003134GWP75 09/23/2025 2650.62509/23/2020 1,460,895.00 0.616 0.6251,500,000.00
Fed. Home Loan Mortgage Corp.2410 Call 1,000,000.003134GWP75 09/23/2025 2650.62509/23/2020 973,930.00 0.616 0.6251,000,000.00
Fed. Home Loan Mortgage Corp.2418 1,500,000.003134GWVV5 10/15/2025 2870.50010/15/2020 1,455,825.00 0.493 0.5001,500,000.00
Fed. Home Loan Mortgage Corp.2421 Call 2,000,000.003134GWW93 09/30/2025 2720.55009/30/2020 1,945,560.00 0.542 0.5502,000,000.00
Fed. Home Loan Mortgage Corp.2422 Call 1,500,000.003134GWW93 09/30/2025 2720.55009/30/2020 1,459,170.00 0.542 0.5501,500,000.00
Fed. Home Loan Mortgage Corp.2424 Call 1,500,000.003134GWXK7 09/30/2025 2720.55009/30/2020 1,459,260.00 0.542 0.5501,500,000.00
Fed. Home Loan Mortgage Corp.2426 Call 1,500,000.003134GWXX9 10/15/2025 2870.55010/15/2020 1,456,950.00 0.542 0.5501,500,000.00
Fed. Home Loan Mortgage Corp.2428 Call 1,500,000.003134GWY26 10/08/2025 2800.57010/08/2020 1,458,360.00 0.562 0.5701,500,000.00
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 18 Packet Pg. 215 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 10
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Federal Agency Bonds
Fed. Home Loan Mortgage Corp.2430 Call 1,500,000.003134GWYZ3 10/28/2025 3000.53010/28/2020 1,454,625.00 0.522 0.5301,500,000.00
Fed. Home Loan Mortgage Corp.2431 Call 1,500,000.003134GWZ33 10/22/2030 2,1201.25010/22/2020 1,244,220.00 1.232 1.2501,500,000.00
Fed. Home Loan Mortgage Corp.2432 Call 1,500,000.003134GWZL3 10/29/2025 3010.57010/29/2020 1,454,625.00 0.562 0.5701,500,000.00
Fed. Home Loan Mortgage Corp.2433 Call 2,000,000.003134GW3T1 10/28/2030 2,1261.40010/28/2020 1,673,240.00 1.380 1.4002,000,000.00
Fed. Home Loan Mortgage Corp.2434 Call 1,500,000.003134GW3H7 10/29/2025 3010.61010/29/2020 1,455,195.00 0.601 0.6101,500,000.00
Fed. Home Loan Mortgage Corp.2436 Call 2,000,000.003134GWZZ2 10/28/2030 2,1261.30010/28/2020 1,663,140.00 1.282 1.3002,000,000.00
Fed. Home Loan Mortgage Corp.2437 Call 750,000.003134GW3Z7 10/28/2025 3000.60010/28/2020 727,725.00 0.591 0.600750,000.00
Fed. Home Loan Mortgage Corp.2438 Call 1,500,000.003134GW3X2 10/27/2025 2990.62510/27/2020 1,455,885.00 0.616 0.6251,500,000.00
Fed. Home Loan Mortgage Corp.2440 Call 1,500,000.003134GW6N1 11/05/2030 2,1341.40011/05/2020 1,252,815.00 1.380 1.4001,500,000.00
Fed. Home Loan Mortgage Corp.2444 Call 1,500,000.003134GW6N1 11/05/2030 2,1341.40011/05/2020 1,252,815.00 1.380 1.4001,500,000.00
Federal National Mortgage Asso1715 500,000.0031364CCC0 04/30/2026 4847.12511/10/2016 518,175.00 2.367 2.400527,967.43
Federal National Mortgage Asso2392 Call 1,000,000.003136G4R62 08/28/2025 2390.62508/28/2020 977,030.00 0.616 0.6251,000,000.00
Federal National Mortgage Asso2393 Call 1,000,000.003136G4S87 08/27/2025 2380.65008/27/2020 976,150.00 0.641 0.6501,000,000.00
Federal National Mortgage Asso2394 Call 1,500,000.003136G4Q97 08/27/2025 2380.65008/27/2020 1,464,345.00 0.641 0.6501,500,000.00
Federal National Mortgage Asso2397 Call 1,500,000.003136G4V59 08/27/2025 2380.62508/27/2020 1,464,105.00 0.616 0.6251,500,000.00
Federal National Mortgage Asso2412 Call 1,500,000.003136G44G5 09/22/2025 2640.51509/22/2020 1,459,905.00 0.507 0.5151,500,000.00
Federal National Mortgage Asso2413 Call 1,500,000.003136G43L5 09/30/2025 2720.55009/30/2020 1,458,735.00 0.542 0.5501,500,000.00
Federal National Mortgage Asso2415 Call 1,500,000.003136G44L4 09/25/2025 2670.60009/25/2020 1,460,385.00 0.591 0.6001,500,000.00
Federal National Mortgage Asso2460 2,000,000.003135G05Q2 08/05/2030 2,0420.87512/07/2020 1,651,420.00 1.139 1.1551,970,432.77
Federal National Mortgage Asso2463 Call 1,500,000.003135GAAS0 12/23/2030 2,1821.40012/23/2020 1,245,675.00 1.380 1.4001,500,000.00
Federal National Mortgage Asso2467 Call 1,000,000.003135G06Q1 12/30/2025 3630.64012/30/2020 964,550.00 0.597 0.6051,000,337.06
Federal National Mortgage Asso3056 Call 1,500,000.003135GAWG2 10/10/2029 1,7435.10010/17/2024 1,498,920.00 5.030 5.1001,500,000.00
Tennessee Valley Authority1508 1,000,000.00880591CJ9 11/01/2025 3046.75011/20/2015 1,019,510.00 2.807 2.8461,028,154.43
Tennessee Valley Authority1589 775,000.00880591CJ9 11/01/2025 3046.75004/18/2016 790,120.25 2.337 2.370800,184.90
Tennessee Valley Authority1714 1,250,000.00880591CJ9 11/01/2025 3046.75011/10/2016 1,274,387.50 2.317 2.3501,291,104.92
Subtotal and Average 192,068,544.01 192,044,000.00 174,967,754.34 1.563 1.584 1,430
Treasury Securities (Notes)
U.S. Treasury2505 TB 1,500,000.0091282CBC4 12/31/2025 3640.37502/26/2021 1,444,395.00 0.731 0.7421,494,621.48
U.S. Treasury2516 TB 1,500,000.0091282CBQ3 02/28/2026 4230.50003/09/2021 1,437,105.00 0.819 0.8311,494,374.36
U.S. Treasury2587 TB 1,500,000.0091282CCP4 07/31/2026 5760.62509/24/2021 1,417,575.00 0.888 0.9011,493,622.69
Subtotal and Average 4,482,618.53 4,500,000.00 4,299,075.00 0.813 0.825 454
Municipal Bonds
County of Alameda2173 MUN 290,000.00010878AS5 08/01/2026 5774.00012/05/2019 288,738.50 2.139 2.168297,788.97
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 19 Packet Pg. 216 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 11
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
County of Alameda2691 MUN 1,500,000.00010878BK1 08/01/2031 2,4033.69909/21/2022 1,415,670.00 4.281 4.3401,447,867.43
County of Alameda2925 MUN 1,250,000.00010878BJ4 08/01/2030 2,0383.64901/16/2024 1,191,150.00 4.193 4.2511,213,619.43
Alameda County Joint Pws Auth.2005 MUN 505,000.00010831DS1 06/01/2025 1513.36512/24/2018 502,969.90 3.175 3.220505,272.99
Alameda County Joint Pws Auth.2566 MUN 110,000.00010831DT9 06/01/2026 5163.39508/13/2021 108,589.80 0.925 0.938113,721.62
State of Alabama2835 MUN 1,000,000.00010411CT1 11/01/2026 6693.45002/15/2023 982,460.00 4.142 4.200987,368.11
Antelope Valley Community Coll2694 MUN 1,080,000.0003667PHJ4 08/01/2029 1,6731.66109/23/2022 948,412.80 4.389 4.450962,112.18
Antelope Valley Community Coll2784 MUN 675,000.0003667PHL9 08/01/2031 2,4031.86101/05/2023 563,226.75 4.911 4.980563,287.06
City of Auburn3001 MUN 445,000.0005028XAH7 06/01/2030 1,9772.20603/01/2024 389,108.00 4.813 4.880390,003.93
City of Auburn3002 MUN 265,000.0005028XAG9 06/01/2029 1,6122.05603/01/2024 236,592.00 4.734 4.800236,898.85
Bay Area Toll Authority2558 MUN 1,750,000.00072024XC1 04/01/2026 4551.07907/26/2021 1,681,225.00 0.739 0.7501,757,057.12
Berkeley Unified School Dist.2817 MUN 250,000.00084154G49 08/01/2031 2,4031.85601/26/2023 209,795.00 4.524 4.586213,135.48
Beverly Hills Public Fing Auth2612 MUN 350,000.00088006KA8 06/01/2026 5161.14711/15/2021 334,610.50 1.183 1.200349,744.69
Beverly Hills Public Fing Auth2680 MUN 490,000.00088006KB6 06/01/2027 8811.32704/01/2022 454,808.20 2.810 2.850473,337.63
Beverly Hills Unified Sch Dist2682 MUN 920,000.00088023PL4 08/01/2026 5772.70004/13/2022 898,591.60 2.644 2.681920,264.23
Burlingame School District1548 MUN 120,000.00121457EQ4 08/01/2025 2126.23802/24/2016 121,216.80 3.557 3.606121,541.76
City of Buena Park2734 MUN 685,000.00119174AJ9 07/01/2030 2,0071.88211/18/2022 586,983.35 5.076 5.147584,278.78
Burbank Unified School Distri.2570 MUN 1,000,000.0012082SDN1 08/01/2026 5771.36708/30/2021 956,710.00 0.947 0.9601,006,276.12
Cabrillo Community College Dis2119 MUN 2,000,000.00127109QD1 08/01/2027 9422.38510/08/2019 1,899,480.00 2.342 2.3752,000,000.00
Carlsbad Unified School Dist .1857 MUN 305,000.00142665DJ4 08/01/2026 5775.23409/27/2017 309,266.95 2.850 2.890314,923.21
CA Infrastructure -Econ Dev Bk2666 MUN 210,000.0013034AL73 10/01/2026 6381.03502/16/2022 198,422.70 2.224 2.254205,764.81
CA Infrastructure -Econ Dev Bk2893 MUN 500,000.0013034AL99 10/01/2028 1,3691.46605/08/2023 447,585.00 3.728 3.780461,077.20
CA ST Dept of WTR Resources2633 MUN 180,000.0013067WRC8 12/01/2025 3340.79012/13/2021 174,411.00 1.301 1.320179,150.60
CA ST Dept of WTR Resources2645 MUN 300,000.0013067WRD6 12/01/2026 6990.92012/23/2021 281,067.00 1.430 1.450297,068.47
CA ST Dept of WTR Resources2944 MUN 225,000.0013067WRK0 12/01/2032 2,8911.60901/24/2024 176,508.00 4.589 4.653180,961.60
Chabot-Las Positas CCD2564 MUN 285,000.0015722TJR3 08/01/2026 5771.08008/16/2021 270,883.95 0.897 0.910285,748.09
Chabot-Las Positas CCD2589 MUN 125,000.0015722TJQ5 08/01/2025 2120.88009/29/2021 122,580.00 0.897 0.910124,978.35
Chabot-Las Positas CCD2830 MUN 205,000.0015722TJS1 08/01/2027 9421.28702/13/2023 189,268.30 4.296 4.356190,372.83
Chabot-Las Positas CCD2842 MUN 1,000,000.0015722TJQ5 08/01/2025 2120.88003/07/2023 980,640.00 4.783 4.850978,382.64
Chaffey Community Clg District2698 MUN 300,000.00157432KL8 06/01/2030 1,9772.32910/06/2022 266,697.00 4.931 5.000264,292.70
City of Chula Vista2653 MUN 1,000,000.0017131RAU0 06/01/2026 5160.84001/10/2022 950,560.00 1.676 1.700988,306.45
City of Chula Vista2923 MUN 1,000,000.0017131RAZ9 06/01/2031 2,3421.82801/10/2024 829,510.00 4.753 4.820840,070.91
City of Chula Vista3075 MUN 500,000.0017131RAZ9 06/01/2031 2,3421.82810/24/2024 414,755.00 4.529 4.592424,222.86
Calleguas Municipal Water Dist2544 MUN 550,000.0013124MCE3 07/01/2029 1,6421.86507/01/2021 489,797.00 1.425 1.445559,782.44
Calleguas Municipal Water Dist2646 MUN 600,000.0013124MCB9 07/01/2026 5461.09712/27/2021 572,442.00 1.233 1.250598,663.30
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 20 Packet Pg. 217 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 12
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
Calleguas Municipal Water Dist2791 MUN 170,000.0013124MCB9 07/01/2026 5461.09701/09/2023 162,191.90 4.625 4.690161,635.35
Campbell Union High Sch Dist2753 MUN 500,000.00134159A77 08/01/2029 1,6731.47212/07/2022 437,110.00 4.714 4.780435,702.38
City of Corona2601 MUN 500,000.0021969AAJ1 05/01/2030 1,9462.24210/14/2021 442,080.00 2.052 2.081503,912.38
City of Corona2943 MUN 1,000,000.0021969AAH5 05/01/2029 1,5812.04201/24/2024 899,460.00 4.562 4.626901,605.69
City of Corona2967 MUN 325,000.0021969AAH5 05/01/2029 1,5812.04202/12/2024 292,324.50 4.694 4.760291,447.34
City of Corona3054 MUN 1,000,000.0021969AAG7 05/01/2028 1,2161.86310/10/2024 917,880.00 4.097 4.154929,667.45
State of Colorado HSG & FIN Au3059 MUN 1,500,000.0019648GSA1 05/01/2034 3,4074.85011/13/2024 1,471,710.00 4.672 4.7371,520,095.98
City of Covina2968 MUN 400,000.00223047AG6 08/01/2028 1,3081.76702/12/2024 361,052.00 4.645 4.710362,353.49
City of Covina2990 MUN 1,000,000.00223047AH4 08/01/2029 1,6731.91602/23/2024 880,970.00 4.842 4.909880,842.70
Contra Costa Community College2103 MUN 400,000.00212204JJ1 08/01/2028 1,3082.21309/12/2019 370,472.00 2.071 2.100401,467.83
Contra Costa Community College2120 MUN 990,000.00212204JK8 08/01/2029 1,6732.26309/20/2019 897,147.90 2.505 2.539978,950.53
Contra Costa Community College2244 MUN 1,500,000.00212204JK8 08/01/2029 1,6732.26302/07/2020 1,359,315.00 2.100 2.1301,508,235.50
Contra Costa Community College2291 MUN 320,000.00212204JF9 08/01/2025 2121.91803/09/2020 315,686.40 1.128 1.143321,397.64
Contra Costa Community College2555 MUN 1,000,000.00212204LM1 08/01/2026 5771.30008/02/2021 955,110.00 0.764 0.7751,008,136.52
Desert Community Clg Dist2611 MUN 200,000.00250375JX1 08/01/2027 9421.16911/12/2021 184,314.00 1.479 1.500198,365.84
Desert Community Clg Dist2738 MUN 200,000.00250375LA8 08/01/2027 9423.00011/23/2022 193,150.00 4.965 5.034190,736.36
City of Downey2978 MUN 185,000.00260888AJ1 06/01/2031 2,3421.95002/15/2024 154,232.65 4.842 4.910155,757.61
Desert Sands Unif Sch District2635 MUN 880,000.00250433UA5 08/01/2026 5771.98212/16/2021 850,097.60 1.390 1.410887,685.17
City of El Segundo2696 MUN 935,000.00284035AK8 07/01/2031 2,3722.26709/29/2022 803,146.30 5.118 5.190793,654.16
City of Fairfield3049 MUN 1,000,000.0030421VBQ1 06/01/2034 3,4384.75010/08/2024 963,510.00 4.734 4.800996,203.85
City of Fairfield3050 MUN 995,000.0030421VBQ1 06/01/2034 3,4384.75010/08/2024 958,692.45 4.734 4.800991,222.84
Fremon Union High School Distr1646 MUN 260,000.00357172VA0 02/01/2026 3966.08006/28/2016 263,824.60 2.994 3.035267,488.27
Fremon Union High School Distr2595 MUN 235,000.00357172C52 08/01/2031 2,4032.02010/01/2021 199,366.95 1.825 1.851237,374.12
Foothill-De Anza Comm Clg Dist2818 MUN 540,000.00345102PG6 08/01/2025 2120.90601/27/2023 529,626.60 4.172 4.230530,164.06
Fullerton School District1916 MUN 995,000.00359819DN6 08/01/2026 5773.16002/14/2018 976,980.55 3.028 3.070996,237.79
Fullerton School District1917 MUN 750,000.00359819DM8 08/01/2025 2123.04002/14/2018 744,660.00 2.959 3.000750,154.75
Fullerton School District2085 MUN 365,000.00359819DN6 08/01/2026 5773.16008/29/2019 358,389.85 1.913 1.940371,567.10
State of Georgia1666 MUN 1,825,000.003733844V5 02/01/2025 312.37507/29/2016 1,822,134.75 1.972 1.9991,825,521.93
State of Georgia1775 MUN 250,000.00373384RX6 10/01/2025 2734.00004/10/2017 249,185.00 2.739 2.777252,030.53
State of Georgia1919 MUN 1,095,000.00373384RY4 10/01/2026 6384.31001/26/2018 1,091,025.15 2.979 3.0201,116,557.74
State of Georgia1945 MUN 200,000.00373384RY4 10/01/2026 6384.31003/19/2018 199,274.00 3.204 3.248203,209.64
State of Georgia1967 MUN 350,000.00373385BU6 02/01/2027 7612.72010/31/2018 339,094.00 3.412 3.460345,337.75
State of Georgia2229 MUN 425,000.00373384RY4 10/01/2026 6384.31001/31/2020 423,457.25 1.837 1.863442,003.94
State of Georgia2953 MUN 1,000,000.00373384X76 02/01/2034 3,3184.00001/29/2024 934,860.00 4.438 4.500963,750.39
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 21 Packet Pg. 218 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 13
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
State of Georgia2956 MUN 1,250,000.00373384X76 02/01/2034 3,3184.00001/30/2024 1,168,575.00 4.438 4.5001,204,675.40
State of Georgia2981 MUN 1,000,000.00373384TP1 07/01/2025 1814.15002/16/2024 999,410.00 4.714 4.780996,967.27
State of Georgia3084 MUN 1,500,000.00373384PD2 11/01/2029 1,7655.11410/25/2024 1,501,485.00 4.586 4.6501,529,684.05
City of Glendora2109 MUN 1,345,000.00378612AL9 06/01/2028 1,2472.26509/16/2019 1,249,061.15 2.318 2.3501,341,474.94
City of Glendora2137 MUN 400,000.00378612AL9 06/01/2028 1,2472.26510/02/2019 371,468.00 2.194 2.225400,492.16
City of Glendora2590 MUN 1,365,000.00378612AJ4 06/01/2026 5162.10809/29/2021 1,323,667.80 1.075 1.0901,384,137.92
Glendale Unified School Dist.2739 MUN 535,000.00378460A74 09/01/2027 9731.11311/25/2022 491,782.70 4.686 4.751489,091.89
Glendale Unified School Dist.2916 MUN 1,095,000.00378460C64 09/01/2032 2,8001.83012/22/2023 888,964.80 4.438 4.499911,242.73
State of Hawaii1685 MUN 1,045,000.00419792DA1 10/01/2026 6383.15010/19/2016 1,024,674.75 2.431 2.4651,056,040.50
State of Hawaii1961 MUN 250,000.00419791YS1 02/01/2025 315.23010/25/2018 250,082.50 3.363 3.410250,338.60
State of Hawaii1995 MUN 800,000.00419791YT9 02/01/2026 3965.33012/06/2018 807,312.00 3.304 3.350815,140.78
State of Hawaii2820 MUN 700,000.00419792F92 08/01/2025 2121.03301/30/2023 687,176.00 4.172 4.230687,734.23
State of Hawaii2926 MUN 1,000,000.00419792YW0 08/01/2031 2,4031.59501/16/2024 822,570.00 4.389 4.450841,799.23
State of Hawaii2931 MUN 1,165,000.00419792M78 10/01/2032 2,8304.82101/17/2024 1,165,116.50 4.439 4.5011,188,687.94
State of Hawaii2948 MUN 1,075,000.00419792M86 10/01/2033 3,1954.84101/25/2024 1,071,108.50 4.557 4.6211,091,542.70
State of Hawaii2952 MUN 1,255,000.00419792M78 10/01/2032 2,8304.82101/29/2024 1,255,125.50 4.508 4.5711,274,896.13
City of Huntington Beach2560 MUN 1,000,000.00446201AE5 06/15/2026 5301.34408/12/2021 955,510.00 0.909 0.9211,005,991.58
City of Huntington Beach2562 MUN 1,000,000.00446201AE5 06/15/2026 5301.34408/13/2021 955,510.00 0.927 0.9391,005,733.32
City of Huntington Beach2790 MUN 805,000.00446216HN6 05/01/2029 1,5811.73101/09/2023 710,267.60 4.931 5.000708,211.65
City of Huntington Beach2840 MUN 175,000.00446201AE5 06/15/2026 5301.34403/03/2023 167,214.25 5.340 5.414165,614.33
Liberty Union High Sch Distr2768 MUN 530,000.00530319SP8 08/01/2028 1,3081.48412/15/2022 477,567.10 4.614 4.678477,187.04
City of La Habra2660 MUN 500,000.00503433AK0 08/01/2031 2,4032.67302/07/2022 437,275.00 2.638 2.675499,930.58
City of La Habra2941 MUN 500,000.00503433AT1 08/01/2030 2,0382.57301/22/2024 446,285.00 4.686 4.751448,235.44
City of Los Angeles1969 MUN 295,000.00544351NP0 09/01/2026 6083.30011/02/2018 290,318.35 3.530 3.579293,806.40
City of Los Angeles2008 MUN 1,000,000.00544351MS5 09/01/2026 6083.50001/07/2019 987,310.00 3.077 3.1191,005,588.24
City of Los Angeles2200 MUN 840,000.00544351NQ8 09/01/2027 9733.40001/06/2020 818,916.00 2.360 2.393860,489.29
City of Los Angeles2213 MUN 985,000.00544351LQ0 09/01/2029 1,7043.05001/22/2020 924,993.80 2.413 2.4461,009,575.62
City of Los Angeles2283 MUN 1,000,000.00544351KV0 09/01/2026 6083.15003/05/2020 981,750.00 1.519 1.5411,025,425.51
City of Los Angeles2692 MUN 1,000,000.00544351QX0 09/01/2032 2,8004.40009/28/2022 971,920.00 4.346 4.406999,613.77
City of Los Angeles2783 MUN 300,000.00544351MR7 09/01/2025 2433.45012/23/2022 298,452.00 4.724 4.790297,509.01
City of Los Angeles Fin Author2947 MUN 925,000.0054473ENT7 08/01/2033 3,1347.48801/25/2024 1,000,424.50 5.721 5.8011,026,782.40
Los Angeles Community College2487 MUN 1,000,000.0054438CYN6 08/01/2030 2,0381.80601/28/2021 871,210.00 1.432 1.4521,018,390.13
Los Angeles Community College2592 MUN 250,000.0054438CYL0 08/01/2026 5771.17409/30/2021 238,302.50 1.064 1.078250,365.87
Los Angeles Community College2614 MUN 1,500,000.0054438CYL0 08/01/2026 5771.17411/15/2021 1,429,815.00 1.233 1.2501,498,245.64
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 22 Packet Pg. 219 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 14
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
Los Angeles Community College2642 MUN 275,000.0054438CYL0 08/01/2026 5771.17412/21/2021 262,132.75 1.282 1.300274,468.37
Los Angeles Community College2871 MUN 1,000,000.0054438CMS8 08/01/2029 1,6737.53004/10/2023 1,097,990.00 4.615 4.6801,111,910.83
Los Angeles Community College3011 MUN 770,000.0054438CYP1 08/01/2032 2,7692.10603/06/2024 645,845.20 4.438 4.500654,645.09
Los Angeles Dept. of WTR & PWR1949 MUN 1,500,000.00544495VX9 07/01/2027 9115.51603/29/2018 1,537,080.00 3.254 3.3001,571,081.63
Los Angeles Dept. of WTR & PWR1965 MUN 425,000.00544495VX9 07/01/2027 9115.51610/29/2018 435,506.00 3.600 3.650441,857.20
State of Massachusetts2227 MUN 250,000.0057582PUT5 05/01/2029 1,5814.91001/30/2020 251,045.00 2.331 2.363274,649.26
State of Massachusetts2543 MUN 1,000,000.0057582PUT5 05/01/2029 1,5814.91007/01/2021 1,004,180.00 1.484 1.5051,138,911.91
State of Massachusetts2684 MUN 1,000,000.0057582PUS7 05/01/2027 8504.76004/05/2022 1,003,210.00 2.968 3.0101,037,592.99
State of Massachusetts2985 MUN 1,000,000.0057582PUD0 01/01/2030 1,8265.30602/21/2024 1,015,020.00 4.645 4.7091,025,714.11
State of Massachusetts2994 MUN 1,000,000.0057582PUD0 01/01/2030 1,8265.30602/23/2024 1,015,020.00 4.675 4.7391,024,397.89
State of Massachusetts3012 MUN 1,250,000.0057582PUD0 01/01/2030 1,8265.30603/07/2024 1,268,775.00 4.537 4.6001,288,220.60
State of Maryland2184 MUN 500,000.005741926N5 08/01/2025 2124.35012/16/2019 500,180.00 2.089 2.118506,102.96
State of Maryland2581 MUN 245,000.005741926N5 08/01/2025 2124.35009/23/2021 245,088.20 0.690 0.700250,137.22
Milpitas Unified School Distr2746 MUN 630,000.00601670ML3 08/01/2028 1,3081.45112/02/2022 566,993.70 4.802 4.869563,288.21
City of Manhattan Beach2647 MUN 650,000.00562784AM0 01/01/2032 2,5562.34101/05/2022 553,436.00 2.129 2.159656,695.94
City of Manhattan Beach2927 MUN 400,000.00562784AL2 01/01/2031 2,1912.24101/16/2024 347,404.00 4.635 4.700350,150.13
City of Manhattan Beach2930 MUN 400,000.00562784AK4 01/01/2030 1,8262.14101/17/2024 354,996.00 4.537 4.600357,401.12
City of Manhattan Beach2964 MUN 1,250,000.00562784AM05 01/01/2032 2,5562.34102/12/2024 1,064,300.00 4.537 4.6001,085,779.22
City of Manhattan Beach2972 MUN 400,000.00562784AM05 01/01/2032 2,5562.34102/13/2024 340,576.00 4.537 4.600347,445.30
Menlo Park City School Dist.2104 MUN 1,000,000.00586840ND8 07/01/2027 9112.21410/08/2019 949,770.00 2.183 2.2141,000,000.00
Mtn. View-Whisman School Dist.2708 MUN 1,135,000.0062451FJE1 09/01/2026 6081.89310/19/2022 1,091,631.65 4.487 4.5501,089,370.06
Marin Community College Dist.1858 MUN 500,000.0056781RGU5 08/01/2027 9423.27209/28/2017 486,510.00 2.791 2.830504,949.24
Marin Community College Dist.1973 MUN 120,000.0056781RGT8 08/01/2026 5773.17211/05/2018 117,992.40 3.452 3.500119,457.17
Marin Community College Dist.2084 MUN 250,000.0056781RJL2 08/01/2027 9423.33008/29/2019 243,607.50 1.874 1.900258,535.33
Marin Community College Dist.2287 MUN 310,000.0056781RJJ7 08/01/2025 2125.00003/06/2020 311,323.70 1.193 1.210316,614.43
Marin Community College Dist.2495 MUN 1,000,000.0056781RKH9 08/01/2030 2,0381.45102/25/2021 843,920.00 1.431 1.4511,000,000.00
Marin Community College Dist.2499 MUN 710,000.0056781RKH9 08/01/2030 2,0381.45102/25/2021 599,183.20 1.470 1.490708,529.20
Marin Community College Dist.2568 MUN 1,000,000.0056781RKU0 08/01/2026 5770.89309/14/2021 948,810.00 0.880 0.8931,000,000.00
Marin Community College Dist.2588 MUN 285,000.0056781RKD8 08/01/2026 5770.67909/29/2021 269,490.30 1.025 1.040283,414.67
Mt. San Antonio Community Coll2208 MUN 230,000.00623040KQ4 08/01/2029 1,6732.56902/04/2020 211,128.50 2.533 2.569230,000.00
Mt. San Antonio Community Coll2661 MUN 785,000.00623040KX9 08/01/2030 2,0382.64902/07/2022 707,858.05 2.173 2.203802,731.44
State of Mississippi1968 MUN 1,500,000.00605581LM7 11/01/2026 6693.75111/07/2018 1,488,030.00 3.377 3.4241,507,781.52
State of Mississippi1972 MUN 500,000.00605581LM7 11/01/2026 6693.75111/07/2018 496,010.00 3.401 3.449502,392.90
State of Mississippi2096 MUN 150,000.006055805W5 11/01/2025 3044.68109/09/2019 149,530.50 1.888 1.914153,256.40
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 23 Packet Pg. 220 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 15
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
State of Mississippi2626 MUN 1,000,000.00605581QR1 10/01/2031 2,4642.11712/09/2021 854,030.00 1.992 2.0201,005,903.00
State of Mississippi2629 MUN 250,000.00605581LL9 11/01/2025 3043.64612/06/2021 248,845.00 1.080 1.095255,188.08
City of Monterey2928 MUN 560,000.0061255QAM8 06/01/2033 3,0732.19301/16/2024 449,652.00 4.734 4.800461,962.67
New York State Urban Dev Corp.2097 MUN 700,000.006500357D4 03/15/2026 4383.07009/09/2019 689,248.00 2.071 2.100707,611.83
New York State Urban Dev Corp.2683 MUN 1,000,000.00650036AV8 03/15/2027 8031.49603/28/2022 938,470.00 2.777 2.816972,998.67
New York State Envrnmntl Corp2146 MUN 1,500,000.00649791PQ7 02/15/2025 452.12010/31/2019 1,495,800.00 2.063 2.0911,500,050.96
New York State Envrnmntl Corp2224 MUN 580,000.00649791PS3 02/15/2027 7752.36001/30/2020 554,398.80 1.933 1.960584,576.28
New York State Envrnmntl Corp2575 MUN 1,500,000.00649791PR5 02/15/2026 4102.26009/13/2021 1,464,390.00 0.794 0.8051,524,011.61
New York State Envrnmntl Corp2677 MUN 1,000,000.00649791PS3 02/15/2027 7752.36003/16/2022 955,860.00 2.325 2.3581,000,034.55
New York State Envrnmntl Corp2678 MUN 1,000,000.00649791PS3 02/15/2027 7752.36003/21/2022 955,860.00 2.367 2.400999,194.42
City of Oakland2293 MUN 1,500,000.00672240WY0 01/15/2030 1,8402.11003/09/2020 1,322,175.00 1.436 1.4561,545,825.75
City of Oakland2307 MUN 1,500,000.00672240WY0 01/15/2030 1,8402.11003/13/2020 1,322,175.00 1.638 1.6611,531,181.65
City of Oakland2313 MUN 1,080,000.00672240WY0 01/15/2030 1,8402.11003/16/2020 951,966.00 2.247 2.2791,071,746.12
City of Oakland2316 MUN 1,500,000.00672240WX2 01/15/2029 1,4752.07003/16/2020 1,356,885.00 2.151 2.1811,493,825.42
City of Oakland2919 MUN 1,350,000.00672240ZA9 07/15/2033 3,1175.65012/26/2023 1,403,095.50 4.523 4.5861,448,371.58
City of Oakland Pension2630 MUN 230,000.00672319CF5 12/15/2025 3484.67612/06/2021 229,963.20 1.562 1.584236,556.86
Ohlone Community College Distr2165 MUN 600,000.00677765GY9 08/01/2027 9422.23711/22/2019 567,564.00 2.271 2.303599,060.93
Ohlone Community College Distr2175 MUN 280,000.00677765GY9 08/01/2027 9422.23712/06/2019 264,863.20 2.327 2.360279,189.03
Ohlone Community College Distr2179 MUN 970,000.00677765HA0 08/01/2029 1,6732.33712/11/2019 878,208.90 2.382 2.415966,909.70
Ohlone Community College Distr2341 MUN 1,185,000.00677765GZ6 08/01/2028 1,3082.28705/08/2020 1,096,681.95 1.849 1.8751,201,122.28
State of Ohio2308 MUN 500,000.00677521CT1 09/01/2026 6085.26203/13/2020 501,675.00 1.710 1.734527,690.72
City of Ontario (Pub Fin Auth)2847 MUN 600,000.00683050BW7 08/01/2026 5771.44003/17/2023 573,984.00 4.339 4.400574,124.63
Orange Cnty Water District2578 MUN 315,000.0068442CCY0 08/15/2025 2262.09509/16/2021 310,905.00 0.690 0.700317,692.20
Orchard School District1910 MUN 125,000.00685585FD8 08/01/2027 9423.12501/25/2018 122,427.50 3.208 3.253124,655.39
State of Oregon1974 MUN 393,977.0868607LXQ5 06/01/2027 8815.89211/06/2018 403,806.81 3.516 3.565410,181.55
State of Oregon2015 MUN 350,639.6068607LXQ5 06/01/2027 8815.89201/16/2019 359,388.06 3.537 3.587367,376.73
State of Oregon2230 MUN 390,037.3068607LXQ5 06/01/2027 8815.89201/31/2020 399,768.73 2.583 2.619417,929.40
State of Oregon2266 MUN 787,954.1568607LXQ5 06/01/2027 8815.89202/24/2020 807,613.61 2.482 2.517846,334.69
State of Oregon2310 MUN 350,000.0068609BXT9 05/01/2027 8503.08003/13/2020 339,780.00 1.302 1.320363,631.32
State of Oregon2378 MUN 355,000.0068609TVS4 06/01/2030 1,9771.67207/02/2020 304,242.10 1.433 1.452358,910.27
State of Oregon2542 MUN 870,000.0068608KA24 08/01/2030 2,0385.33207/01/2021 872,262.00 1.943 1.9701,018,806.88
State of Oregon2549 MUN 1,225,000.0068609TU30 08/01/2028 1,3081.48407/08/2021 1,104,950.00 1.134 1.1501,239,037.69
State of Oregon2584 MUN 265,000.0068609TT81 08/01/2025 2120.80309/24/2021 259,665.55 0.690 0.700265,156.48
State of Oregon2624 MUN 250,000.0068609TZT8 08/01/2026 5770.98411/19/2021 237,035.00 1.292 1.310248,751.86
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 24 Packet Pg. 221 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 16
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
State of Oregon2627 MUN 900,000.0068609T3M8 11/01/2031 2,4952.03711/26/2021 765,108.00 2.020 2.048899,331.16
State of Oregon2679 MUN 787,954.1568607LXQ5 06/01/2027 8815.89204/01/2022 807,613.61 3.259 3.304832,892.57
State of Oregon2977 MUN 787,954.1568607LXQ5 06/01/2027 8815.89202/15/2024 807,613.61 5.079 5.150800,745.52
Oxnard Union High School Distr2859 MUN 500,000.00692039QX1 08/01/2027 9421.51203/23/2023 464,920.00 4.458 4.520465,080.52
City of Pacifica2138 MUN 1,015,000.0069511AAS3 06/01/2025 1512.56310/23/2019 1,007,214.95 2.469 2.5031,015,230.11
City of Pacifica2139 MUN 580,000.0069511AAT1 06/01/2026 5162.66310/23/2019 565,645.00 2.611 2.647580,111.95
Pasadena CA Public Finance Aut2573 MUN 120,000.0070227RBM1 05/01/2026 4851.98409/09/2021 116,247.60 0.903 0.915121,670.47
Pasadena CA Public Finance Aut2615 MUN 550,000.00702274CS8 12/01/2026 6993.50012/01/2021 540,265.00 1.380 1.400571,306.82
Palo Alto Unified School Dist.2838 MUN 1,500,000.00697379TV7 07/01/2027 9115.86202/17/2023 1,527,930.00 4.698 4.7641,536,717.60
Palo Alto Unified School Dist.2839 MUN 1,500,000.00697379TV7 07/01/2027 9115.86202/21/2023 1,527,930.00 4.683 4.7481,537,258.28
Palo Alto Unified School Dist.2841 MUN 1,480,000.00697379TV7 07/01/2027 9115.86203/06/2023 1,507,557.60 4.941 5.0101,507,959.15
Placentia-Yorba Linda Unif Sch3023 MUN 1,000,000.00725894NB1 08/01/2031 2,4032.06403/13/2024 844,220.00 4.359 4.420868,865.35
Polomar Community Clge Distri2582 MUN 1,000,000.00697511FU2 08/01/2026 5771.03110/13/2021 950,460.00 1.016 1.0311,000,000.00
Polomar Community Clge Distri2676 MUN 335,000.00697511FD0 08/01/2026 5771.19903/15/2022 319,255.00 2.288 2.320329,375.70
Rancho Water Dist. Fin. Auth.2889 MUN 600,000.00752111HE7 08/01/2030 2,0385.12505/03/2023 610,242.00 4.284 4.344622,196.32
Redondo Beach Unified School D2388 MUN 750,000.00757710UE6 08/01/2030 2,0381.66008/06/2020 641,902.50 1.439 1.459757,816.36
Redondo Beach Unified School D2763 MUN 715,000.00757710UE6 08/01/2030 2,0381.66012/14/2022 611,947.05 4.783 4.850609,602.02
State of Rhode Island2192 MUN 260,000.0076222RYN6 01/15/2025 142.00012/20/2019 259,773.80 2.231 2.262259,995.67
State of Rhode Island2219 MUN 1,500,000.0076222RXB3 04/01/2028 1,1863.25001/27/2020 1,447,350.00 2.077 2.1061,550,945.07
State of Rhode Island2239 MUN 550,000.0076222RXB3 04/01/2028 1,1863.25002/06/2020 530,695.00 1.990 2.018570,199.54
County of Riverside Pen Oblg3074 MUN 255,000.0076913CBD0 02/15/2029 1,5063.12010/24/2024 238,690.20 4.389 4.450242,393.32
Riverside Cmnty College Distt.2596 MUN 1,365,000.0076886PJP9 08/01/2026 5771.12410/04/2021 1,300,299.00 1.006 1.0201,367,185.89
Riverside Cmnty College Distt.2733 MUN 560,000.0076886PJS3 08/01/2029 1,6731.78511/17/2022 496,736.80 5.022 5.092488,839.75
Riverside Cmnty College Distt.2936 MUN 120,000.0076886PJS3 08/01/2029 1,6731.78501/19/2024 106,443.60 4.562 4.625106,353.70
City of Roseville Electric Sys2942 MUN 470,000.0077781RCW1 02/01/2031 2,2221.83101/24/2024 397,460.20 4.487 4.550404,083.25
Rancho Santiago Comm College D2805 MUN 635,000.00752147HK7 09/01/2026 6080.95601/19/2023 601,091.00 4.164 4.222603,250.00
Redwood City School District2130 MUN 1,000,000.00757889EH9 08/01/2027 9422.28410/16/2019 948,470.00 2.252 2.2841,000,000.00
Redwood City School District2253 MUN 1,095,000.00757889EG1 08/01/2026 5772.15902/13/2020 1,059,423.45 1.727 1.7511,101,657.06
City of Santa Ana2603 MUN 175,000.00801139AE6 08/01/2026 5771.17610/18/2021 166,075.00 1.223 1.240174,828.06
City of Santa Ana2747 MUN 1,250,000.00801139AF3 08/01/2027 9421.46512/02/2022 1,153,700.00 5.178 5.2501,142,792.44
City of Santa Ana2932 MUN 500,000.00801139AK2 08/01/2031 2,4032.18901/18/2024 421,295.00 4.606 4.670431,813.36
Santa Barbara Unified School D2385 MUN 490,000.00801315KU5 08/01/2029 1,6731.65307/21/2020 431,067.70 1.483 1.504493,107.13
San Bernardino Cmty College Di2166 MUN 1,500,000.00796720NC0 08/01/2028 1,3082.59012/12/2019 1,408,260.00 2.554 2.5901,500,000.00
San Bernardino Cmty College Di2365 MUN 2,000,000.00796720NV8 08/01/2029 1,6731.84807/07/2020 1,779,220.00 1.822 1.8482,000,000.00
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 25 Packet Pg. 222 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 17
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
San Bernardino Cmty College Di2920 MUN 1,000,000.00796720ND8 08/01/2029 1,6732.64001/04/2024 922,030.00 4.261 4.320932,174.89
County of Santa Clara3076 MUN 500,000.00801546SS2 08/01/2033 3,1344.80010/24/2024 500,700.00 4.533 4.596507,105.92
Santa Clarita Community Colleg2557 MUN 1,250,000.00801686TF3 08/01/2026 5771.14608/02/2021 1,191,162.50 0.742 0.7521,257,675.51
Santa Clara Valley Water Dist.2181 MUN 1,555,000.0080168ACV7 06/01/2028 1,2472.43412/12/2019 1,446,243.30 2.416 2.4501,554,228.42
Santa Clara Valley Water Dist.2793 MUN 1,000,000.0080168FPC4 06/01/2030 1,9771.63401/12/2023 849,610.00 4.418 4.480869,960.89
Santa Cruz County Capital Fin.1907 MUN 465,000.0080181PCU9 06/01/2025 1512.75001/25/2018 461,596.20 3.008 3.050464,482.02
Santa Cruz County Capital Fin.1908 MUN 470,000.0080181PCV7 06/01/2026 5163.00001/25/2018 459,885.60 3.107 3.150469,125.25
Santa Cruz County Capital Fin.1909 MUN 280,000.0080181PCW5 06/01/2027 8813.00001/25/2018 269,253.60 3.205 3.250278,548.97
Santa Cruz MET Transit Dist.2671 MUN 1,000,000.00801747AF3 08/01/2027 9422.47003/03/2022 951,790.00 2.030 2.0581,010,006.57
San Diego Unified Sch District2602 MUN 1,000,000.00797356DL3 07/01/2031 2,3721.98410/21/2021 845,860.00 1.824 1.8501,007,931.86
San Diego Unified Sch District2606 MUN 900,000.00797356DL3 07/01/2031 2,3721.98410/23/2021 761,274.00 2.024 2.053896,377.29
San Diego Unified Sch District2617 MUN 270,000.00797356DH2 07/01/2028 1,2771.59911/17/2021 243,569.70 1.712 1.736268,779.90
San Diego Unified Sch District2693 MUN 260,000.00797356DF6 07/01/2026 5461.20109/23/2022 248,445.60 4.053 4.110249,586.83
San Diego Unified Sch District2767 MUN 1,000,000.00797356DH2 07/01/2028 1,2771.59912/16/2022 902,110.00 4.241 4.300916,669.47
San Diego Community College Di2550 MUN 255,000.00797272QS3 08/01/2027 9422.40707/09/2021 242,915.55 1.007 1.021263,830.63
San Diego Community College Di2639 MUN 1,980,000.00797272RN3 08/01/2026 5771.44512/28/2021 1,895,751.00 1.193 1.2101,987,141.66
San Diego Community College Di2651 MUN 500,000.00797272RT0 08/01/2031 2,4032.11301/10/2022 426,785.00 2.120 2.150498,901.44
San Diego Regl Trans Commissio2632 MUN 200,000.00797400MR6 04/01/2026 4551.03612/08/2021 192,224.00 1.292 1.310199,337.87
San Diego Cnty Wtr Authority2580 MUN 875,000.00797412DN0 05/01/2026 4850.97109/17/2021 837,287.50 0.887 0.900875,807.69
San Diego Cnty Wtr Authority2600 MUN 210,000.00797412DM2 05/01/2025 1200.74310/08/2021 207,501.00 0.838 0.850209,926.34
San Diego Cnty Wtr Authority2604 MUN 250,000.00797412DN0 05/01/2026 4850.97110/20/2021 239,225.00 1.134 1.150249,419.50
San Diego Cnty Wtr Authority2623 MUN 750,000.00797412DN0 05/01/2026 4850.97111/19/2021 717,675.00 1.282 1.300746,811.24
San Diego Cnty Wtr Authority2688 MUN 1,275,000.00797412DQ3 05/01/2028 1,2161.33109/12/2022 1,149,552.75 3.945 4.0001,174,324.64
San Diego Cnty Wtr Authority2716 MUN 225,000.00797412DR1 05/01/2029 1,5811.43110/24/2022 197,039.25 5.079 5.150194,527.16
San Diego Cnty Wtr Authority2993 MUN 445,000.00797412DN0 05/01/2026 4850.97103/23/2024 425,820.50 4.590 4.653423,654.09
San Diego Cnty Wtr Authority3024 MUN 745,000.00797412DM2 05/01/2025 1200.74303/22/2024 736,134.50 4.853 4.920735,020.36
San Dieguito Union High Sch Di2536 MUN 430,000.00797508JW9 08/01/2026 5771.07406/09/2021 408,977.30 1.059 1.074430,000.00
San Dieguito Union High Sch Di2537 MUN 435,000.00797508JX7 08/01/2027 9421.37206/09/2021 403,010.10 1.353 1.372435,000.00
San Dieguito Union High Sch Di2674 MUN 435,000.00797508HF8 08/01/2026 5771.86003/11/2022 418,900.65 2.070 2.099433,433.83
Sequoia Union High School Dist2320 MUN 400,000.00817409N35 07/01/2025 1811.73503/18/2020 395,216.00 1.381 1.400400,643.19
Sequoia Union High School Dist2531 MUN 250,000.00817409N76 07/01/2029 1,6422.10304/30/2021 225,502.50 1.658 1.681254,406.66
City & County of San Francisco1509 MUN 1,000,000.00797646NC6 06/15/2025 1655.45011/27/2015 1,003,490.00 3.067 3.1101,009,160.72
City & County of San Francisco1711 MUN 2,105,000.00797646T48 06/15/2025 1652.29011/01/2016 2,084,581.50 2.219 2.2492,105,344.78
City & County of San Francisco1712 MUN 245,000.00797646T55 06/15/2026 5302.39011/01/2016 237,899.90 2.376 2.410244,935.88
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 26 Packet Pg. 223 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 18
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
City & County of San Francisco1839 MUN 230,000.00797646T48 06/15/2025 1652.29007/14/2017 227,769.00 2.682 2.720229,596.87
City & County of San Francisco2014 MUN 1,420,000.00797646ND4 06/15/2026 5305.60001/16/2019 1,435,676.80 3.304 3.3501,460,867.25
City & County of San Francisco2148 MUN 1,120,000.007976466C5 06/15/2029 1,6262.10010/31/2019 1,002,008.00 2.337 2.3691,108,004.45
City & County of San Francisco2762 MUN 575,000.007976466F8 06/15/2032 2,7222.35012/14/2022 480,947.25 4.744 4.810491,144.81
City & County of San Francisco2864 MUN 1,000,000.0079773KKQ6 06/15/2025 1656.00004/11/2023 1,007,180.00 4.146 4.2031,007,741.89
City & County of San Francisco2883 MUN 500,000.0079773KKT0 06/15/2028 1,2616.00004/21/2023 523,290.00 4.273 4.332525,591.24
City & County of San Francisco2910 MUN 635,000.0079773KDG6 06/15/2029 1,6261.78410/20/2023 560,139.85 5.375 5.450546,739.88
City & County of San Francisco2913 MUN 305,000.0079773KKX1 06/15/2032 2,7226.00012/15/2023 326,191.40 4.803 4.870325,834.68
City & County of San Francisco2934 MUN 760,000.007976466E1 06/15/2031 2,3562.30001/18/2024 648,280.00 4.553 4.616664,634.96
City & County of San Francisco2958 MUN 470,000.007976466G6 06/15/2033 3,0872.40001/31/2024 384,304.90 4.546 4.610399,318.30
City & Cnty of San Francisco2911 MUN 1,000,000.0079765D5Y2 10/01/2032 2,8306.00011/07/2023 1,041,570.00 5.889 5.9711,001,497.75
San Francisco Cmnty Facs Dist1937 MUN 680,000.0079772EBC2 09/01/2027 9733.25003/02/2018 656,254.40 3.451 3.499676,186.51
San Francisco Cmnty Facs Dist2132 MUN 350,000.0079772ECL1 09/01/2029 1,7043.64810/11/2019 332,860.50 2.398 2.431367,545.35
San Francisco Cmnty Facs Dist2309 MUN 130,000.0079772ECJ6 09/01/2027 9733.46803/13/2020 126,162.40 1.577 1.599136,072.73
San Francisco Cmnty Facs Dist2608 MUN 575,000.0079772EDY2 09/01/2031 2,4342.59111/03/2021 496,851.75 2.305 2.337583,645.31
San Francisco Cmnty Facs Dist2628 MUN 1,295,000.0079772EDA4 09/01/2026 6082.23611/29/2021 1,247,551.20 1.425 1.4451,311,395.40
San Francisco Cmnty Facs Dist2946 MUN 600,000.0079772EEK1 09/01/2030 2,0695.53501/24/2024 617,790.00 4.783 4.850619,686.38
San Francisco Cmnty Facs Dist2973 MUN 700,000.0079772EDF3 09/01/2031 2,4342.70102/13/2024 609,175.00 4.583 4.647624,154.02
San Francisco Cmnty Facs Dist3053 MUN 1,150,000.0079772ECR8 09/01/2034 3,5304.03810/10/2024 1,045,442.00 4.598 4.6621,094,819.38
San Francisco Cmnty Facs Dist3066 MUN 500,000.0079772EBF5 09/01/2030 2,0693.50010/18/2024 465,080.00 4.333 4.394477,867.01
SF Bay Area Rapid Transit Dist2636 MUN 480,000.00797669ZR2 07/01/2031 2,3722.76812/16/2021 425,587.20 1.846 1.872505,467.27
SF Bay Area Rapid Transit Dist2766 MUN 405,000.00797669ZR2 07/01/2031 2,3722.76812/15/2022 359,089.20 4.832 4.899359,611.89
Sierra Joint Com. College Dist2501 MUN 585,000.00826239GD1 08/01/2029 1,6731.44503/09/2021 510,775.20 1.425 1.445585,000.00
Sierra Joint Com. College Dist2535 MUN 500,000.00826239GD1 08/01/2029 1,6731.44505/27/2021 436,560.00 1.461 1.481499,215.35
Silicon Valley Clean Water2828 MUN 245,000.0082707BDP1 08/01/2027 9421.38002/10/2023 227,200.75 4.301 4.361228,027.93
San Juan Unified School Dist2707 MUN 545,000.00798306WQ5 08/01/2026 5771.20110/17/2022 517,848.10 4.586 4.650517,993.49
City of San Jose2656 MUN 350,000.00798135E96 09/01/2026 6082.50001/28/2022 339,892.00 1.686 1.710354,412.16
San Jose Financing Authority2622 MUN 345,000.00798153NF5 06/01/2026 5161.31111/18/2021 330,689.40 1.459 1.480344,203.75
San Jose Evergreen Cmnty Colll1966 MUN 315,000.00798189PK6 09/01/2027 9733.72810/29/2018 309,818.25 3.676 3.727315,000.00
San Jose Evergreen Cmnty Colll2105 MUN 500,000.00798189QA7 08/01/2028 1,3082.35010/01/2019 465,330.00 2.317 2.350500,000.00
San Jose Unified School Dist.2518 MUN 1,000,000.00798186N81 08/01/2025 2120.55803/15/2021 978,820.00 0.739 0.750998,899.37
San Jose Unified School Dist.2700 MUN 990,000.00798186P30 08/01/2028 1,3081.22410/07/2022 886,683.60 4.487 4.550887,337.99
San Jose Unified School Dist.2774 MUN 850,000.00798186P22 08/01/2027 9421.01412/21/2022 781,124.50 4.341 4.401783,331.33
San Jose Unified School Dist.2949 MUN 200,000.00798186P22 08/01/2027 9421.01401/26/2024 183,794.00 4.421 4.483183,584.95
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 27 Packet Pg. 224 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 19
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
Santa Maria JT Union High Sch2706 MUN 455,000.00802309NY6 08/01/2026 5771.50810/17/2022 435,403.15 4.586 4.650434,459.25
Santa Monica Cmnty College Dis2091 MUN 315,000.00802385RC0 08/01/2028 1,3083.47209/05/2019 304,327.80 1.972 2.000330,148.77
Santa Monica Cmnty College Dis2481 MUN 570,000.00802385RV8 08/01/2030 2,0381.69601/22/2021 487,065.00 1.499 1.520575,193.74
Santa Monica Cmnty College Dis2482 MUN 600,000.00802385RT3 08/01/2028 1,3081.49601/22/2021 540,882.00 1.085 1.100608,145.01
Santa Monica Cmnty College Dis2810 MUN 850,000.00802385RS5 08/01/2027 9421.24401/23/2023 784,873.00 3.965 4.020794,762.11
Santa Monica-Malibu USD2561 MUN 650,000.00802498VW2 07/01/2026 5460.98908/12/2021 619,593.00 0.877 0.890650,941.85
Santa Monica-Malibu USD2637 MUN 215,000.00802498ZA6 08/01/2026 5770.84912/20/2021 203,914.60 1.193 1.210213,807.70
Santa Monica-Malibu USD2792 MUN 825,000.00802498ZF5 08/01/2031 2,4031.62401/09/2023 681,615.00 4.694 4.760686,432.28
San Mateo Foster City SCH Dist1902 MUN 1,000,000.00799017UW6 09/01/2025 2432.69901/16/2018 989,980.00 2.786 2.825999,247.21
San Mateo Foster City SCH Dist1940 MUN 1,000,000.00799017UW6 09/01/2025 2432.69903/09/2018 989,980.00 2.959 3.000998,213.37
San Mateo Foster City SCH Dist2153 MUN 1,360,000.00799017WD6 09/01/2028 1,3392.23711/07/2019 1,257,374.40 2.447 2.4801,349,145.00
San Mateo Foster City SCH Dist2178 MUN 1,565,000.00799017VM7 09/01/2028 1,3392.54212/11/2019 1,462,868.10 2.311 2.3431,575,217.16
San Mateo Foster City SCH Dist2567 MUN 500,000.00799017XW3 09/01/2026 6080.92509/21/2021 473,205.00 0.912 0.925500,000.00
San Mateo Foster City SCH Dist2585 MUN 175,000.00799055QV3 08/01/2026 5771.79909/27/2021 168,542.50 0.897 0.910177,403.95
San Mateo Foster City SCH Dist2591 MUN 810,000.00799055ME5 08/01/2026 5776.00009/29/2021 825,041.70 2.297 2.329854,261.71
San Mateo Foster City SCH Dist2782 MUN 425,000.00799017WE4 09/01/2029 1,7042.33712/22/2022 385,322.00 4.685 4.750384,397.73
Solano Cnty Community Clg Dist2176 MUN 1,150,000.0083412PFQ0 08/01/2028 1,3082.71712/09/2019 1,085,174.50 2.462 2.4961,158,118.25
Solano Cnty Community Clg Dist2579 MUN 750,000.0083412PHQ8 08/01/2026 5771.02510/06/2021 713,542.50 1.011 1.025750,000.00
Solano Cnty Community Clg Dist2583 MUN 200,000.0083412PGZ9 08/01/2026 5771.02510/06/2021 190,278.00 0.887 0.900200,385.69
Solano Cnty Community Clg Dist2594 MUN 390,000.0083412PHE5 08/01/2031 2,4031.86110/06/2021 327,787.20 1.948 1.975387,333.00
Solano Cnty Community Clg Dist2597 MUN 750,000.0083412PHU9 08/01/2030 2,0381.76110/06/2021 645,592.50 1.834 1.860746,187.33
Solano Cnty Community Clg Dist2598 MUN 825,000.0083412PHW5 08/01/2031 2,4031.86110/06/2021 693,396.00 1.879 1.905822,814.10
Solano Cnty Community Clg Dist2649 MUN 350,000.0083412PHB1 08/01/2028 1,3081.47901/07/2022 316,074.50 1.775 1.800346,216.49
Sonoma Cnty Jr. College Distr.2577 MUN 155,000.00835569GT5 08/01/2026 5772.44709/15/2021 150,523.60 0.843 0.855158,818.27
South Pasadena Unified School1914 MUN 180,000.00839278JM1 08/01/2027 9423.00002/15/2018 173,622.60 3.057 3.100179,599.42
South Pasadena Unified School2161 MUN 370,000.00839278KC1 08/01/2029 1,6735.00012/12/2019 375,361.30 2.598 2.634405,225.62
South Pasadena Unified School2162 MUN 250,000.00839278KB3 08/01/2028 1,3085.00012/12/2019 253,617.50 2.549 2.584269,283.61
South Pasadena Unified School2163 MUN 145,000.00839278KA5 08/01/2027 9425.00012/12/2019 146,854.55 2.500 2.534153,349.03
South Pasadena Unified School2164 MUN 390,000.00839278JZ2 08/01/2026 5775.00012/12/2019 393,779.10 2.378 2.411404,689.11
City of San Ramon2933 MUN 355,000.00799381AL2 07/01/2032 2,7382.46001/18/2024 299,204.65 4.753 4.819303,896.80
San Ramon Vly Unif Sch Dist.2605 MUN 1,500,000.007994082K4 08/01/2030 2,0381.91411/03/2021 1,301,010.00 1.805 1.8301,506,455.24
San Ramon Vly Unif Sch Dist.2813 MUN 935,000.00799408Z93 08/01/2026 5771.03401/26/2023 889,409.40 4.044 4.100893,122.35
Sunnyvale Elementary Sch Distr2100 MUN 135,000.00867578UT1 09/01/2028 1,3392.19009/19/2019 124,946.55 2.157 2.187135,000.00
Sunnyvale Elementary Sch Distr2101 MUN 135,000.00867578US3 09/01/2027 9732.09009/19/2019 127,473.75 2.061 2.090135,000.00
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 28 Packet Pg. 225 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 20
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Municipal Bonds
Tracy Unified School District2493 MUN 500,000.00892404CN2 08/01/2029 1,6731.64402/08/2021 442,060.00 1.437 1.457504,010.15
Temecula Valley Unified School2539 MUN 250,000.0087970GPS0 08/01/2028 1,3081.50306/16/2021 225,425.00 1.482 1.503250,000.00
Temecula Valley Unified School2569 MUN 355,000.0087970GPQ4 08/01/2026 5771.05108/27/2021 337,519.80 0.887 0.900355,828.11
State of Tennessee1673 MUN 1,000,000.00880541XY8 08/01/2026 5772.11608/25/2016 968,500.00 1.923 1.9501,002,376.59
State of Tennessee1674 MUN 1,650,000.00880541XX0 08/01/2025 2122.06608/25/2016 1,629,243.00 1.893 1.9201,651,277.85
State of Tennessee1676 MUN 700,000.00880541XX0 08/01/2025 2122.06608/25/2016 691,194.00 1.893 1.920700,542.12
City of Torrance JT PWRS Fin A2795 MUN 445,000.00891371BB1 06/01/2032 2,7082.63701/12/2023 376,955.05 5.001 5.070381,707.01
Tustin Unif Sch Dist Facs Impt2715 MUN 650,000.00901072LD8 08/01/2027 9421.14510/24/2022 598,643.50 4.783 4.850595,038.73
Tustin Unif Sch Dist Facs Impt2758 MUN 205,000.00901072MB1 08/01/2031 2,4031.75412/09/2022 170,344.75 4.843 4.910170,620.49
Tustin Unif Sch Dist Facs Impt2814 MUN 500,000.00901072LX4 08/01/2027 9421.14501/26/2023 460,495.00 4.098 4.155464,877.48
State of Texas2195 MUN 1,500,000.008827237P8 10/01/2025 2733.05112/23/2019 1,485,960.00 1.975 2.0031,511,074.16
State of Texas2225 MUN 940,000.008827237T0 10/01/2029 1,7343.52101/30/2020 900,924.20 2.191 2.221991,948.43
State of Texas2255 MUN 1,265,000.008827237T0 10/01/2029 1,7343.52102/14/2020 1,212,413.95 2.192 2.2221,334,879.67
State of Texas2541 MUN 245,000.008827235K1 10/01/2025 2732.92206/30/2021 241,190.25 0.641 0.650249,110.72
State of Texas2548 MUN 1,000,000.00882724RF6 10/01/2030 2,0992.42607/02/2021 891,090.00 1.480 1.5011,049,477.29
State of Texas2631 MUN 500,000.00882723A90 10/01/2025 2732.83112/07/2021 493,835.00 1.030 1.045506,547.60
State of Texas2957 MUN 295,000.00882724U47 10/01/2033 3,1954.70001/30/2024 292,229.95 4.536 4.599297,047.50
University of California2077 MUN 1,500,000.0091412GQG3 05/15/2025 1343.05008/26/2019 1,492,320.00 1.930 1.9571,505,741.04
University of California2095 MUN 1,000,000.0091412GQG3 05/15/2025 1343.05009/09/2019 994,880.00 1.797 1.8211,004,322.58
University of California2685 MUN 440,000.0091412HGF4 05/15/2027 8641.31604/05/2022 408,795.20 3.028 3.070423,172.49
University of California2866 MUN 230,000.0091412HJN4 05/15/2027 8641.27204/05/2023 213,757.40 4.311 4.371214,671.28
University of California2996 MUN 745,000.0091412HGG2 05/15/2030 1,9601.61402/26/2024 634,471.80 4.566 4.630641,130.25
State of Utah2306 MUN 295,225.00917542QV7 07/01/2025 1813.53903/13/2020 294,153.33 1.948 1.975297,405.49
State of Wisconsin2547 MUN 2,000,000.0097705MNU5 05/01/2031 2,3112.45107/02/2021 1,756,380.00 1.553 1.5752,102,409.95
State of Wisconsin2574 MUN 1,500,000.0097705MNP6 05/01/2026 4852.08909/09/2021 1,455,105.00 0.739 0.7501,526,267.94
State of Wisconsin2576 MUN 1,000,000.0097705MNP6 05/01/2026 4852.08909/13/2021 970,070.00 0.769 0.7801,017,105.04
State of Wisconsin 22822 MUN 610,000.00977100AC0 05/01/2026 4855.70001/30/2023 616,655.10 5.039 5.109614,355.74
Yosemite Community College Dis2657 MUN 1,000,000.00987388GX7 08/01/2027 9422.08202/17/2022 943,600.00 2.053 2.0821,000,000.00
Yosemite Community College Dis2687 MUN 500,000.00987388GX7 08/01/2027 9422.08209/02/2022 471,800.00 3.846 3.900478,813.45
Subtotal and Average 237,412,888.85 240,338,741.43 226,844,618.91 2.852 2.891 1,277
Supranationals (World Bank) Bonds
Inter-American Dev. Bank2528 IADB 2,000,000.004581X0DV7 04/20/2026 4740.87504/20/2021 1,912,440.00 0.910 0.9231,998,775.39
Inter-American Dev. Bank2586 IADB 2,000,000.0045818WDH6 06/17/2026 5320.80009/27/2021 1,899,060.00 0.914 0.9271,996,370.77
Inter-American Dev. Bank2652 IADB 1,000,000.004581X0EB0 01/13/2027 7421.50001/13/2022 944,420.00 1.504 1.525999,503.87
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 29 Packet Pg. 226 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 21
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Supranationals (World Bank) Bonds
Inter-American Dev. Bank2655 IADB 1,000,000.004581X0EB0 01/13/2027 7421.50001/14/2022 944,420.00 1.518 1.540999,218.77
Inter-American Dev. Bank2922 IADB 1,000,000.004581X0EK0 05/15/2026 4994.50001/08/2024 1,001,430.00 4.214 4.2731,002,898.68
Inter-American Dev. Bank2987 IADB 1,000,000.004581X0EN4 02/15/2029 1,5064.12502/22/2024 987,760.00 4.222 4.281994,206.36
Inter-American Dev. Bank3026 IADB 1,500,000.0045818WFV3 08/15/2029 1,6873.90009/19/2024 1,463,385.00 3.462 3.5111,524,535.99
Inter-American Dev. Bank3073 IADB 1,000,000.0045818WFZ4 10/09/2029 1,7423.60010/23/2024 961,840.00 3.993 4.049980,749.94
Inter-American Dev. Bank3079 IADB 1,000,000.0045818WFZ4 10/09/2029 1,7423.60010/24/2024 961,840.00 4.035 4.091978,929.72
Intl Bk Recon & Development2470 IBRD 1,500,000.00459058JL8 10/28/2025 3000.50001/08/2021 1,452,840.00 0.480 0.4871,500,153.99
Intl Bk Recon & Development2492 IBRD 1,500,000.00459058JS3 02/10/2026 4050.65002/10/2021 1,441,995.00 0.641 0.6501,500,000.00
Intl Bk Recon & Development2497 IBRD 1,500,000.0045905U5Y6 02/18/2026 4130.60002/18/2021 1,439,925.00 0.591 0.6001,500,000.00
Intl Bk Recon & Development2498 IBRD 1,500,000.00459058JL8 10/28/2025 3000.50002/18/2021 1,452,840.00 0.591 0.6001,498,781.33
Intl Bk Recon & Development2510 IBRD 1,500,000.00459058JL8 10/28/2025 3000.50003/01/2021 1,452,840.00 0.787 0.7981,496,384.46
Intl Bk Recon & Development2534 IBRD 1,500,000.00459058JS3 02/10/2026 4050.65005/26/2021 1,441,995.00 0.833 0.8451,496,827.67
Intl Bk Recon & Development2553 IBRD 1,500,000.00459058JS3 02/10/2026 4050.65007/15/2021 1,441,995.00 0.839 0.8511,496,725.53
Intl Bk Recon & Development2559 IBRD 1,500,000.00459058JS3 02/10/2026 4050.65008/12/2021 1,441,995.00 0.871 0.8831,496,207.40
Intl Bk Recon & Development2650 IBRD 1,000,000.0045906M2L4 02/24/2026 4190.65001/07/2022 956,400.00 1.368 1.387991,806.66
Intl Bk Recon & Development2673 IBRD 1,000,000.0045906M2Z3 03/17/2025 752.05003/17/2022 994,830.00 2.107 2.136999,824.07
Intl Bk Recon & Development2736 IBRD 1,000,000.0045906M2L4 02/24/2026 4190.65011/23/2022 956,400.00 4.480 4.542958,911.61
Intl Bk Recon & Development2775 IBRD 1,000,000.00459058JN4 11/24/2027 1,0570.75012/21/2022 902,860.00 3.807 3.860918,650.71
Intl Bk Recon & Development2779 IBRD 1,500,000.00459058JT1 02/10/2027 7700.85012/22/2022 1,391,100.00 4.241 4.3001,401,001.76
Intl Bk Recon & Development2826 IBRD 1,500,000.00459058JT1 02/10/2027 7700.85002/10/2023 1,391,100.00 4.310 4.3701,398,871.16
Intl Bk Recon & Development2912 IBRD 1,000,000.00459058KW2 08/01/2028 1,3084.62510/27/2023 1,006,490.00 4.967 5.036987,054.84
Intl Bk Recon & Development2921 IBRD 1,000,000.00459058KT9 07/12/2028 1,2883.50001/08/2024 971,420.00 4.024 4.079981,467.19
Intl Bk Recon & Development2950 IBRD 1,000,000.00459058KW2 08/01/2028 1,3084.62501/26/2024 1,006,490.00 4.112 4.1691,014,721.88
Intl Bk Recon & Development3003 IBRD 1,500,000.0045906M5A5 03/05/2029 1,5245.50003/05/2024 1,502,655.00 5.424 5.5001,500,000.00
Intl Bk Recon & Development3034 IBRD 1,000,000.00459058KW2 08/01/2028 1,3084.62509/24/2024 1,006,490.00 3.475 3.5241,036,551.55
Intl Bk Recon & Development3055 IBRD 1,000,000.00459058LN1 10/16/2029 1,7493.87510/16/2024 974,370.00 3.906 3.961996,294.13
Intl Bk Recon & Development3064 IBRD 1,500,000.00459058LN1 10/16/2029 1,7493.87510/18/2024 1,461,555.00 3.876 3.9301,496,439.23
Intl Bk Recon & Development3065 IBRD 1,500,000.0045906M5K3 07/30/2029 1,6714.75010/18/2024 1,502,550.00 4.446 4.5081,514,364.11
Intl Bk Recon & Development3070 IBRD 1,750,000.0045906M4E8 06/26/2028 1,2724.50010/22/2024 1,732,955.00 4.246 4.3051,760,782.19
Intl Bk Recon & Development3071 IBRD 1,500,000.0045906M5A5 03/05/2029 1,5245.50010/23/2024 1,502,655.00 5.286 5.3601,507,620.46
International Finance Corp.2441 IFC 1,000,000.0045950VPE0 10/15/2025 2871.00010/30/2020 974,390.00 0.450 0.4561,000,000.00
International Finance Corp.2454 IFC 1,500,000.0045950VPH3 11/15/2025 3181.50011/30/2020 1,471,290.00 0.539 0.5471,500,000.00
International Finance Corp.2483 IFC 1,500,000.0045950VPJ9 01/15/2026 3790.58001/25/2021 1,439,085.00 0.501 0.5081,501,096.93
International Finance Corp.2502 IFC 1,500,000.0045950VPJ9 01/15/2026 3790.58002/11/2021 1,439,085.00 0.522 0.5301,500,765.29
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 30 Packet Pg. 227 of 246
December 31, 2024
Par Value
Days To
Maturity
Maturity
Date
Current
RateMarket Value
Fund ALL - Portfolio Listings
Investments by Fund Page 22
CUSIP Investment #Issuer
Purchase
Date Book Value YTM
360
YTM
365
Supranationals (World Bank) Bonds
International Finance Corp.2503 IFC 1,500,000.0045950VPS9 02/26/2026 4210.50002/26/2021 1,430,970.00 0.616 0.6251,497,875.23
International Finance Corp.2514 IFC 2,000,000.0045950VPT7 03/15/2026 4380.75003/15/2021 1,936,360.00 0.591 0.6002,000,000.00
International Finance Corp.2515 IFC 1,500,000.0045950VPU4 03/23/2026 4460.75003/23/2021 1,430,850.00 0.746 0.7571,499,867.40
International Finance Corp.2517 IFC 2,000,000.0045950VPU4 03/23/2026 4460.75003/23/2021 1,907,800.00 0.887 0.9001,996,400.16
International Finance Corp.2532 IFC 1,500,000.0045950VPY6 05/15/2026 4991.00005/28/2021 1,451,475.00 0.642 0.6511,500,000.00
International Finance Corp.2654 IFC 1,000,000.0045950KCX6 10/08/2026 6450.75001/12/2022 939,620.00 1.518 1.540986,566.86
International Finance Corp.3072 IFC 1,000,000.0045950KDH0 07/02/2029 1,6434.25010/23/2024 991,510.00 3.979 4.0351,008,685.64
International Finance Corp.3078 IFC 1,000,000.0045950KDH0 07/02/2029 1,6434.25010/24/2024 991,510.00 4.026 4.0821,006,770.17
Subtotal and Average 59,922,659.10 60,250,000.00 58,307,285.00 2.251 2.282 809
Total Investments and Average 633,251,585.15 637,241,293.53 602,304,695.95 2.542 2.577 1,077
Portfolio CPA
AP
Run Date: 01/27/2025 - 20:04 FI (PRF_FI) 7.3.11
Report Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Item 12: Staff Report Pg. 31 Packet Pg. 228 of 246
1 General Investment Guidelines:Full Compliance
a) The max. stated final maturity of individual securities in the portfolio should be 10 years.
b) A max. of 30 percent of the par value of the portfolio shall be invested in securities with maturities 25.8%
beyond 5 years.
c) The City shall maintain a minimum of one month's cash needs in short term investments.
d) At least $50 million shall be maintained in securities maturing in less than 2 years.
Plus two managed pool accounts which provide instant liquidity:
- Local Agency Investment Fund (LAIF) - maximum investment limit is $75 million $52.8 million
- Fidelity Investments $13.9 million
e) Should market value of the portfolio fall below 95 percent of the book value, report this fact within a 95.1%
reasonable time to the City Council and evaluate if there are risk of holding securities to maturity.
d) Commitments to purchase securities newly introduced on the market shall be made no more than
three (3) working days before pricing.
f) Whenever possible, the City will obtain three or more quotations on the purchase or sale of
comparable securities (excludes new issues, LAIF, City of Palo Alto bonds, money market
accounts, and mutual funds).
2 U.S. Government Securities:Full Compliance
a) There is no limit on purchase of these securities.
b) Securities will not exceed 10 years maturity.
3 U.S. Government Agency Securities:Full Compliance
a) There is no limit on purchase of these securities except for:
Callable and Multi-step-up securities provided that:
- The potential call dates are known at the time of purchase;
- the interest rates at which they "step-up" are known at the time of purchase; and
- the entire face value of the security is redeemed at the call date.
- No more than 25 percent of the par value of portfolio.23.68%
b) Securities will not exceed 10 years maturity.
4 California State, California Local Government Agencies, and other United States State Bonds:Full Compliance
a)Having at time of investment a minimum Double A (AA/Aa2) rating as provided by a nationally
recognized rating service (e.g., Moody’s, Fitch, and/or Standard and Poor’s).
b)May not exceed 40 percent of the par value of the portfolio.37.71%
5 Certificates of Deposit (CD):Full Compliance
a)May not exceed 20 percent of the par value of the portfolio;None Held
b)No more than 10 percent of the par value of the portfolio in collateralized CDs in any institution.
c) Purchase collateralized deposits only from federally insured large banks that are rated by
a nationally recognized rating agency (e.g. Moody's, Fitch, and/or Standard & Poor's).
d) For non-rated banks, deposit should be limited to amounts federally insured (FDIC)
e) Rollovers are not permitted without specific instruction from authorized City staff.
6 Banker's Acceptance Notes (BA):Full Compliance
a)No more than 30 percent of the par value of the portfolio.None Held
b) Not to exceed 180 days maturity.
c) No more than $5 million with any one institution.
$237.8 million
0.71%
Attachment C
Investment Policy Compliance
As of December 31, 2024
Investment Policy Requirements
Compliance
Check / Actual
Item 12
Attachment C -
Investment Policy
Compliance
Item 12: Staff Report Pg. 32 Packet Pg. 229 of 246
Attachment C
Investment Policy Compliance
As of December 31, 2024
Investment Policy Requirements
Compliance
Check / Actual
7 Commercial Paper:Full Compliance
a)No more than 15 percent of the par value of the portfolio.None Held
b) Having highest letter or numerical rating from a nationally recognized rating service.
c) Not to exceed 270 days maturity.
d)No more than $3 million or 10 percent of the outstanding commercial paper of any one institution,
whichever is lesser.
8 Short-Term Repurchase Agreement (REPO):Full Compliance
a) Not to exceed 1 year.None Held
b) Market value of securities that underlay a repurchase agreement shall be valued at 102 percent or
greater of the funds borrowed against those securities.
9 Money Market Deposit Accounts Full Compliance
a) Liquid bank accounts which seek to maintain a net asset value of $1.00.
10 Mutual Funds:Full Compliance
a)No more than 20 percent of the par value of the portfolio.None Held
b)No more than 10 percent of the par value with any one institution.
11 Negotiable Certificates of Deposit (NCD):Full Compliance
a)No more than 20 percent of the par value of the portfolio.5.89%
b) No more than $5 million in any one institution.Federally Insured
12 Medium-Term Corporate Notes:Full Compliance
a)No more than 10 percent of the par value of the portfolio.5.63%
b) Not to exceed 5 years maturity.
c) Securities eligible for investment shall have a minimum rating of AA or Aa2 from a nationally
recognized rating service.
d) No more than $5 million of the par value may be invested in securities of any single issuer, other
than the U.S. Government, its agencies and instrumentality.
e) If securities owned by the City are downgraded by either rating agencies to a level below AA it
shall be the City's policy to review the credit situation and make a determination as to whether
to sell or retain such securities.
13 Supranational Organizations Securities:Full Compliance
a) Securities will not exceed 5 years maturity
b)No more than 20 percent of the par value of the portfolio.9.46%
c)No more than 10 percent in any one institution.Full Compliance
d) Securities eligible for investment shall have a minimum rating of AA or Aa2 from a nationally
recognized rating service.
14 Prohibited Investments:
a) Reverse Repurchase Agreements
b) Derivatives as defined in Appendix B of the Investment Policy
15 All securities shall be delivered to the City's safekeeping custodian, and held in the name of the
City, with the exception of :
- Certificates of Deposit, Mutual Funds, and Local Agency Investment Fund (LAIF)
Full Compliance
None Held
Full Compliance
Item 12
Attachment C -
Investment Policy
Compliance
Item 12: Staff Report Pg. 33 Packet Pg. 230 of 246
City Council
Staff Report
From: City Manager
Report Type: INFORMATION REPORTS
Lead Department: Planning and Development Services
Meeting Date: February 24, 2025
Report #:2501-4041
TITLE
Accessory Dwelling Unit (ADU) - 2024 Year End Report
RECOMMENDATION
This is an informational report, and no action is required.
ANALYSIS
This report transmits information related to application activity for accessory dwelling units
(ADU), including junior accessory dwelling units (JADU) for calendar year 2024. Since 2015, the
City has received 800 ADU/JADU building permit applications and issued 624 building permits.
Throughout 2024, the City received 136 new applications, issued 124 ADU permits, and
provided an approved Final Inspection on 105 ADU/JADU permits. As it relates to the Housing
Element, the data continues to support the anticipated housing unit production expected from
ADU/JADUs for the current housing element cycle, which is an average of 64 units per year over
the 8-year planning period or a total of 512 units.
In 2024, the ADU sizes of open applications in this period range from 165 to 1,000 square feet,
with an average size of 558 square feet. Approximately 44% of applications are located north of
Oregon Expressway, and 56% are located south of Oregon Expressway. Since 2017, the majority
of ADU/JADU permits relative to the Oregon Expressway has shifted between north and south
from year to year. Further details can be found in Table 1 of Attachment A.
FISCAL/RESOURCE IMPACT
This action has no fiscal impact.
ATTACHMENTS
Attachment A: 2024 Year End Data
APPROVED BY:
Jonathan Lait, Planning and Development Services Director
Item 13
Item 13 Staff Report
Item 13: Staff Report Pg. 1 Packet Pg. 231 of 246
Table 1: Summary of ADU Permits from 2015-2024
Category 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
New ADU Applications
Filed1 10 9 28 55 75 78 136 151 122 136
Permits: Ready to Issue
(City Approved)2 8 5 12 39 62 46 112 127 135 131
Permits: Issued (Permit
Obtained)3 8 5 12 36 62 43 89 120 125 124
Permits: Final Inspection
Approved4 3 4 9 12 33 46 37 62 101 105
Permits Expired 1 1 1 6
Detached ADUs
(Submitted)5 20 35 52 52 80 80 48 53
Detached ADUs (Issued)5 8 24 41 33 55 64 57 48
Attached ADUs
(Submitted)6 8 20 23 20 56 44 43 47
Attached ADUs (Issued)6 4 11 21 9 34 32 40 52
Junior ADUs (Submitted)7 1 1 1 25 27 31 36
Junior ADUs (Issued)7 1 1 1 9 24 28 24
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 2 Packet Pg. 232 of 246
Category 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Average Application
Processing Time (Days
Including Weekends)8
127 214 118 183 135 197 162 193 187 193
Average Construction
Time (Days Including
Weekends)9
578 751 330 287 173 262 455 431 496 519
City Impact Fees
Collected for New
ADUs10
$451,514 $402,012 $198,962 $44,057 $139,592 $540,453 $487,322 $498,101
ADU Size Smallest 150 SF 159 SF 220 SF 208 SF 178 SF 192 SF 227 SF 165 SF
ADU Size Largest 900 SF 900 SF 1,031 SF 1,000 SF 1,218 SF 2,217 SF 1,000 SF 1,000 SF
Average ADU Size 470 SF 469 SF 383 SF 518 SF 550 SF 589 SF 571 SF 558 SF
ADU Location
Relative to
Oregon
Expressway
North 46% 49% 52% 55% 49% 52% 41% 44%
South 54% 51% 48% 45% 51% 48% 59% 56%
Source: City of Palo Alto Accela Data January 2015 through December 2024
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 3 Packet Pg. 233 of 246
Notes:
1. Any ADU/JADU Application SUBMITTED for the year
2. Any ADU/JADU application Permit 'READY TO Issue' for the year (regardless of when it was submitted)
3. Any ADU/JADU Permit ISSUED for the year (regardless of when it was submitted)
4. Any ADU/JADU Permit receiving a Final Inspection (Ready to Occupy) for the year, regardless of when the application wassubmitted. Years 2015-2017 data
point not available.
5. Any Detached ADU Permit Application submitted for the year/Any Detached ADU Permit Issued for the year, regardless of when the application was
submitted. Years 2015-2016 data point not available.
6. Any Attached ADU Permit Application submitted for the year/Any Attached ADU Permit Issued for the year, regardless of when the application was
submitted. Years 2015-2016 data point not available.
7. Any JADU Permit Application submitted for the year/Any JADU Permit Issued for the year, regardless of when the application was submitted. Years 2015-
2016 data point not available.
8. Average number of days from permit application submittal to when permit is approved and ready to issue. This average includes weekends and days
application is pending due to applicant preparation of resubmittal or additional information from applicant.
9. Average number of days from permit issued to final inspection completed. This average includes weekends and days staff is waiting for applicant to
schedule the next required inspection; it also includes time related to the construction of a primary residence when the J/ADU is built at the same time.
10. Impact Fees collected for ADU’s permitted for the year. Years 2015-2016 data point not available.
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 4 Packet Pg. 234 of 246
Q1 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
1 ADU South R-1 (8000) 1/2/24 Pending
Resubmittal x x 0 485
2 ADU North RM-15 1/8/24 Revisions
Received x 1 566
3 JADU South R-1 1/11/24 Pending
Resubmittal x x 1 478
4 ADU South R-1 1/12/24 Revisions
Received x 1 461
5 ADU South R-1 (7000) 1/16/24 Revisions
Received x x 1 238
6 ADU South R-1 1/29/24 Pending
Resubmittal x 2 750
7 ADU North R-1 1/30/24 Revisions
Received x x 1 488
8 ADU South R-1 2/1/24 Pending
Resubmittal x 1 600
9 ADU North R-1 2/1/24 Revisions
Received x 1 495
10 ADU North R-1 2/2/24 Pending
Resubmittal x 1 300
11 JADU North R-1 2/5/24 Revisions
Received x 1 479
12 ADU South R-1 2/7/24 Revisions
Received x 2 749
13 ADU North R-1 2/9/24 Revisions
Received x 1 324
14 ADU North R-1 2/10/24 Resubmitted x x 1 412
15 JADU North R-1 2/12/24 Pending
Resubmittal x 1 493
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 5 Packet Pg. 235 of 246
Q1 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
16 JADU South R-1 2/13/24 Revisions
Received x x 1 357
17 ADU South R-1 (S) 2/14/24 Revisions
Received x x 1 519
18 ADU North R-1 2/15/24 Pending
Resubmittal x x 2 720
19 ADU North R-1 2/20/24 Pending
Resubmittal x 1 536
20 ADU South R-1 2/27/24 Pending
Resubmittal x x 1 337
21 ADU South R-1 2/29/24 Revisions
Received x 2 749
22 ADU South R-1 2/29/24 Pending
Resubmittal x x 1 402
23 ADU South R-1 2/29/24 Pending
Resubmittal x 1 750
24 ADU North RM-15 3/5/24 Fees Due x x 1 645
25 ADU South R-1 3/5/24 Pending
Resubmittal x 2 805
26 ADU North R-1 (10000) 3/6/24 Revisions
Received x x 1 524
27 ADU South R-1 (S) 3/6/24 Pending
Resubmittal x 2 750
28 ADU South R-1 (8000) 3/12/24 Resubmitted x 0 608
29 ADU North R-1 3/13/24 Pending
Resubmittal x 2 749
30 ADU North R-1 3/13/24 Revisions
Received x x 0 392
31 ADU South RE 3/15/24 Incomplete x x 1 675
32 ADU North R-1 3/15/24 Revisions
Received x x 1 479
33 ADU North R-2 3/18/24 Revisions
Received x x 1 360
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 6 Packet Pg. 236 of 246
Q1 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
34 ADU North R-1 (10000) 3/19/24 Pending
Resubmittal x 2 868
35 ADU South R-1 3/19/24 Revisions
Received x 2 743
36 ADU South R-1 (8000) 3/20/24 Revisions
Received x 1 523
37 ADU South R-1 3/21/24 Pending
Resubmittal x 2 750
38 JADU North R-1 3/26/24 Pending
Resubmittal x x 1 196
39 ADU South R-1 3/28/24 Pending
Resubmittal x 2 1,000
Q2 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
40 ADU South R-1 4/2/24 Pending
Resubmittal x 1 766
41 ADU South R-1 4/3/24 Pending
Resubmittal x 1 750
42 JADU South R-1 4/4/24 Pending
Resubmittal x x 1 270
43 JADU North R-1 4/5/24 Pending
Resubmittal x 1 432
44 ADU North R-1 4/5/24 Pending
Resubmittal x 1 432
45 ADU North R-1 4/9/24 Revisions
Received x 1 534
46 ADU North R-1 4/10/24 Pending
Resubmittal x x 2 750
47 JADU North R-1 4/12/24 Pending
Resubmittal x 1 400
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 7 Packet Pg. 237 of 246
Q2 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
48 ADU South R-1 4/12/24 Pending
Resubmittal x 1 399
49 ADU North R-1 4/15/24 Pending
Resubmittal x 0 567
50 ADU North R-1 4/16/24 Revisions
Received x x 1 275
51 ADU North R-1 4/19/24 Revisions
Received x 1 534
52 ADU South RM-15 4/23/24 Pending
Resubmittal x 1 400
53 JADU North R-1 (10000) 4/24/24 Revisions
Received x 1 165
54 JADU South R-1 5/3/24 Resubmitted x x 1 400
55 ADU North R-1 5/7/24 Pending
Resubmittal x x 1 261
56 ADU North R-1 5/9/24 Pending
Resubmittal x x 0 340
57 JADU South R-1 5/10/24 Pending
Resubmittal x x 1 238
58 ADU South R-1 (8000) 5/14/24 Revisions
Received x 2 809
59 JADU South R-1 5/16/24 Revisions
Received x x 1 451
60 ADU North R-1 5/23/24 Revisions
Received x x 1 553
61 ADU South R-1 (7000) 5/28/24 Revisions
Received x 2 609
62 JADU South R-1 5/30/24 Revisions
Received x 1 476
63 ADU South R-1 5/30/24 Pending
Resubmittal x 2 800
64 ADU North R-1 (10000) 6/3/24 Revisions
Received x 2 800
65 JADU South R-1 6/4/24 Resubmitted x 1 500
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 8 Packet Pg. 238 of 246
Q2 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
66 ADU North R-1 6/4/24 Revisions
Received x x 1 445
67 ADU North R-1 6/5/24 Pending
Resubmittal x 1 355
68 ADU South R-1 6/7/24 Pending
Resubmittal x 2 749
69 JADU South R-1 6/13/24 Revisions
Received x 1 466
70 ADU South RM-30 6/13/24 Pending
Resubmittal x 1 565
71 ADU South R-1 6/17/24 Revisions
Received x x 1 613
72 JADU North R-1 6/19/24 Revisions
Received x 1 478
73 ADU South R-1 (7000) 6/20/24 Pending
Resubmittal x 1 735
74 ADU South R-1 6/24/24 Pending
Resubmittal x 1 798
Q3 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
75 ADU North R-1 7/3/24 Pending
Resubmittal x x 1 551
76 ADU South R-1 7/16/24 Pending
Resubmittal x 1 495
77 ADU South R-1 7/16/24 Pending
Resubmittal x 1 796
78 JADU North R-1 7/17/24 Pending
Resubmittal x x 1 361
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 9 Packet Pg. 239 of 246
Q3 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
79 JADU North R-1 7/18/24 Pending
Resubmittal x x 1 411
80 ADU South R-1 7/19/24 Revisions
Received x 2 798
81 JADU South R-1 7/23/24 Pending
Resubmittal x 1 494
82 ADU North R-1 (10000) 7/25/24 Resubmitted x 0 678
83 ADU North R-1 7/30/24 Pending
Resubmittal x 2 438
84 ADU South R-1 7/30/24 Pending
Resubmittal x x 1 326
85 ADU North R-1 7/31/24 Revisions
Received x x 1 413
86 ADU North R-2 8/12/24 Pending
Resubmittal x 2 672
87 ADU South R-1 8/16/24 Pending
Resubmittal x 2 1,000
88 ADU South R-1 8/16/24 Pending
Resubmittal x x 1 497
89 ADU South R-1 (S) 8/19/24 Pending
Resubmittal x x 1 360
90 ADU South R-1 8/20/24 Incomplete x 1 522
91 ADU South R-1 8/21/24 Pending
Resubmittal x 3 1,000
92 JADU South R-1 (7000) 8/22/24 Pending
Resubmittal x 1 400
93 JADU South R-2 8/27/24 Pending
Resubmittal x 1 499
94 ADU North R-1 8/27/24 Resubmitted x 1 667
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 10 Packet Pg. 240 of 246
Q3 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District
Date
Filed
Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
95 ADU South R-1 (8000) 8/29/24 Pending
Resubmittal x 1 799
96 ADU South R-1
(7000)(S) 9/4/24 Revisions
Received x 2 520
97 JADU North R-1 (10000) 9/5/24 Revisions
Received x x 0 483
98 ADU North R-1 9/5/24 Pending
Resubmittal x 2 975
99 ADU South R-1 9/9/24 Pending
Resubmittal x 1 800
100 ADU South R-1 9/10/24 Resubmitted x 1 800
101 ADU North R-1 9/10/24 Revisions
Received x x 0 292
102 JADU South R-1 9/12/24 Pending
Resubmittal x 1 390
103 ADU North R-1 9/18/24 Revisions
Received x 0 336
104 ADU North R-1 (10000) 9/19/24 Revisions
Received x 2 748
105 JADU South R-1 9/20/24 Pending
Resubmittal x 0 423
106 ADU North R-1 9/24/24 Revisions
Received x 1 749
107 ADU South R-1 9/25/24 Resubmitted x 1 435
108 ADU South R-1 9/25/24 Resubmitted x 1 435
109 ADU South R-1 9/27/24 Pending
Resubmittal x 3 949
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 11 Packet Pg. 241 of 246
Q4 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District Date Filed Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
110 JADU South R-1 10/3/24 Pending
Resubmittal x x 1 495
111 ADU North R-1 10/3/24 Pending
Resubmittal x 1 794
112 ADU North R-1 (10000) 10/4/24 Pending
Resubmittal x 1 717
113 ADU North R-1 10/4/24 Pending
Resubmittal x 2 800
114 JADU South 10/9/24 Pending
Resubmittal x x 1 464
115 ADU South R-1 10/11/24 Pending
Resubmittal x 1 750
116 ADU South R-1 10/15/24 Resubmitted x 1 760
117 ADU North R-1 10/16/24 Pending
Resubmittal x 1 770
118 ADU South R-1 (8000) 10/21/24 Pending
Resubmittal x 2 690
119 ADU South R-1 10/23/24 Pending
Resubmittal x 2 798
120 JADU North R-1 11/8/24 Pending
Resubmittal x 1 496
121 JADU North R-1 11/8/24 Pending
Resubmittal x x 1 441
122 JADU South R-1 11/12/24 Pending
Resubmittal x 1 286
123 ADU North R-1 11/13/24 Pending
Resubmittal x 1 557
124 JADU South R-1 11/14/24 Pending
Resubmittal x 1 499
125 ADU North R-1 (10000) 11/15/24 Pending
Resubmittal x 1 884
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 12 Packet Pg. 242 of 246
Q4 2024 ADU/JADUs Submitted New Construction Conversion Type of Conversion
# of
Apps
Dwelling
Type
Project
Location
Zoning
District Date Filed Application
Status Attached Detached Attached Detached Garage
Other Acc.
Structure
of Space
# of
bdrms
ADU
Size
126 ADU South RM-30 11/15/24 Pending
Resubmittal x x 1 342
127 ADU South R-1 11/20/24 Pending
Resubmittal x x 2 748
128 JADU South R-1 (8000) 12/6/24 Pending
Resubmittal x 1 497
129 ADU North R-1 12/9/24 Pending
Resubmittal x 2 561
130 JADU North R-1 12/10/24 Submitted -
PC Required x 1 498
131 JADU South R-1 12/11/24 Pending
Resubmittal x x 1 500
132 JADU South R-1 12/13/24 Submitted -
PC Required x 1 418
133 ADU North R-1 12/18/24 Submitted -
PC Required x x 0 403
134 JADU South R-2 12/19/24 Pending
Resubmittal x x 0 218
135 ADU South R-1 12/19/24 Submitted -
PC Required x 2 800
136 JADU North R-1 12/31/24 Submitted -
PC Required x 0 446
Item 13
Attachment A - 2024 Year End Data
Item 13: Staff Report Pg. 13 Packet Pg. 243 of 246
Item No. 10. Page 1 of 3
City Council
Supplemental Report
From: Ed Shikada, City Manager
Meeting Date: February 24, 2025
Item Number: 10
Report #:2502-4185
TITLE
Approval of the 2025 City Council Priority Objectives, as well as Committee Objectives and
Workplans - Supplemental Information on Attachment B ‘Objectives Not Recommended’
REPORT UPDATE
Attachment B: Objectives Not Recommended provides a list of objectives that been suggested
in various venues, but for a variety of reasons, were not included in the proposed 2025 City
Council Priority Objectives. Below is the list of objectives not recommended (as outlined in
Attachment B), with an added brief bullet point explanation for the reason the objective is not
recommended.
Economic Development and Retail Vibrancy
a)Develop and present preliminary options for activating vacant storefronts: Explore regulatory
strategy and low friction/barrier permitting for temporary popup stores. (11)
This work is already underway for pop-up businesses that fall into the same use category.
Popups requiring a change of use raise significant building code and potential safety concerns
that require additional staff resources to address.
b)Facilitate the establishment of sustainable business organization in the Cal Ave, DT, and Midtown
districts. (1)
Staff will continue to meet with businesses to engage on key projects and investments,
however at this time there is not support from the business community to engage in
establishing new or more robust organizations.
c)Council Consideration and Adoption of Parking Permit Policies and Program Updates: Improve
Customer Experience, Align with Environmental and Transportation Goals, and Recover Costs. (26)
This item is an open referral with the Finance Committee and included in the Committee
workplan and is already underway. The next schedule discussion will be part of the FY 2026
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Item No. 10. Page 2 of 3
budget process. Proposed parking program amendments and relevant changes to Title 10 will
be presented to PTC on March 26, 2025.
d)Comprehensively Update the City's Zoning Code including policies that support Economic
Development Strategies. Reformat for improved readability, update definitions, use categories,
development standards and permitting processes. (12)
Staff capacity to advance this with the other priority objectives is not feasible given
prioritization of Housing Element programs. In addition, significant investment in consultant
services would be required.
Climate Action and Adaptation & Natural Environment Protection (CA)
e)Evaluate the integration of biogas into the gas utility business model and share results with Council
and other policymakers.
While not a component of the Sustainability & Climate Action Plan, biogas could support the
City’s climate goals; however, rising utility rates raise questions about its feasibility. Staff could
explore this strategy but would need direction on its desirability at this time.
Implementing Housing Strategies for Social & Economic Balance
f)Initiate study that identifies options and feasibility of regulations to limit short-term rentals
Citywide consistent with Housing Element Programs 4.2D&E.
An Ordinance Adoption is not required by Housing Element until July 1, 2027. This objective is
not recommended for approval in 2025 due to limited staff capacity to manage the effort
required. Instead, this will be a recommended priority in 2026.
g)Enforcement policy recommendations related to Ghost Houses: Survey existing enforcement
mechanisms and Ghost House (extended vacancy) data collection in other jurisdictions and return to
Council by end of 2024, consistent with Council direction from November 27, 2023.
This objective is not recommended for approval due to limited staff capacity to manage the
effort required given prioritization of Housing Element programs.
h)Amend the zoning code to ensure residential uses in commercially zoned areas receive the same
protections as those in exclusively residential zones. The City Council on November 13, 2023 supported
this request from the Palo Alto Redwoods Homeowners Association.
This objective is not recommended for approval due to limited staff capacity to manage the
effort required given prioritization of Housing Element programs.
i)Amend the City’s Comprehensive Plan Safety Element to align with State law. Update will include
modifications related to hazards, public safety, emergency response, and climate action to reflect State
requirements that have come into effect since 2018.
This project is currently underway and will be reflected in the Planning and Transportation
Commission (PTC) workplan for 2025.
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Item No. 10. Page 3 of 3
j)Evaluate and make policy recommendation to Council regarding a partnership with the California
Community Housing Agency (CalCHA). CalCHA issues governmental bonds for the purpose of financing
projects that provide, preserve and support affordable local housing for low-income, moderate-income
and middle-income families and individuals.
This objective is not recommended for approval due to limited staff capacity to manage the
effort required given prioritization of Housing Element programs.
k)Present options to Council for increasing housing in the California Avenue corridor. Consistent with
Council direction from August 14, 2023.
This objective is not recommended for approval due to limited staff capacity to manage the
effort required given prioritization of Housing Element programs.
l)Prepare a Coordinated Area Plan or similar for California Avenue.
This objective is not recommended for approval due to limited staff capacity to manage the
effort required given prioritization of Housing Element programs.
m)Prepare a Coordinated Area Plan or similar for El Camino Real.
This objective is not recommended for approval due to limited staff capacity to manage the
effort required given prioritization of Housing Element programs.
n)Present options to the City Council that identify and evaluate sources and methods to raise
significant funding to support new affordable housing production and preservation. (42)
This objective is not recommended for approval due to limited staff capacity to manage the
effort required given prioritization of Housing Element programs.
Public Safety, Wellness & Belonging
o)Complete next steps for Palo Alto Airport Long Range Planning work. Develop new alternatives
considering Council's September 2024 Study Session input, conduct community engagement, and return
to Council for review and action.
Based on Council feedback at the Airport study session and to meet constraints to not expand
its footprint, staff are reconsidering planning alternatives while also working to make near-
term progress on leaded fuel and noise issues. The Airport long range plan will therefore pause
while this work proceeds.
p)Support Caltrain’s Corridor Safety and Security Initiatives. (74)
Caltrain has begun installing safety fencing along the rail corridor. City staff will support these
efforts but are not positioned to lead these investments, and no City Council action is required.
APPROVED BY:
Ed Shikada, City Manager
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